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Institutional

Clark Wealth Partners

CIK 0002107657
$148.9M
Reported AUM
604
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Clark Wealth Partners · Q1 2026

AI · grounded in 13F

Clark Wealth Partners increased its position in LIN by 13,018.18% and COP by 9,616.13%. The fund also accumulated shares of AVDE by 28.20% and ETN by 27.29%. On the sell side, the fund trimmed its holding in HEFA by 99.09% and reduced XSMO by 15.03%.

Portfolio · Q1 2026

QQQM$17.0MSCHG$16.9MFDVV$14.7MXSMO$14.3MIDMO$12.9MPULS$10.5MAVDE$8.7MXMHQ$7.7MJEPIOther$36.1MCP

Top holdings· first 500 of 604

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%33.80%99.76%$17.0M11.41%7,503−9.5%
2SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$16.9M11.36%32,602−5.3%
3FDVVFIDELITY COVINGTON TRUST$60.64-1.01%22.59%86.44%$14.7M9.87%32,470−10.9%
4XSMOINVESCO EXCHANGE TRADED FD T$86.09-3.00%29.78%69.93%$14.3M9.58%33,191−15.0%
5IDMOINVESCO EXCH TRADED FD TR II$57.85-3.29%18.48%93.21%$12.9M8.69%34,232−12.7%
6PULSPGIM ETF TR$49.57-0.02%5.07%22.44%$10.5M7.03%+30,169+16.7%
7AVDEAMERICAN CENTY ETF TR$89.07-2.63%24.55%60.13%$8.7M5.83%+22,522+28.2%
8XMHQINVESCO EXCHANGE TRADED FD T12.96%55.20%$7.7M5.17%5,245−6.6%
9JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%8.40%38.11%$4.7M3.16%+3,740+4.7%
10MMITNEW YORK LIFE INVTS ACTIVE E$24.31-0.12%6.89%5.39%$2.3M1.55%+878+0.9%
11SCHDSCHWAB STRATEGIC TR$32.30-0.89%26.40%50.98%$1.6M1.08%1,221−2.3%
12GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$1.4M0.95%37−1.1%
13BUFRFIRST TR EXCHNG TRADED FD VI$36.15-1.04%16.22%56.58%$1.4M0.93%14,879−26.6%
14MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$1.3M0.87%351−7.8%
15BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.79%16−0.6%
16AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.1M0.77%+79+2.2%
17AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.1M0.76%12−0.3%
18IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$1.1M0.75%+22+0.5%
19BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$1.0M0.68%+496+2.5%
20LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$992K0.67%8−0.5%
21SNASNAP ON INC$379.770.23%21.32%98.52%$894K0.60%+47+1.9%
22ABBVABBVIE INC$227.231.02%23.60%135.68%$892K0.60%+139+3.5%
23GDGENERAL DYNAMICS CORP$346.441.45%27.61%96.66%$848K0.57%+61+2.5%
24COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$795K0.53%+5,962+9616.1%
25VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$784K0.53%HELD
26AKREPROFESIONALLY MANAGED PORTFO$54.83-0.04%-15.87%-15.33%$764K0.51%HELD
27MDTMEDTRONIC PLC$81.67-0.32%-3.63%-27.91%$762K0.51%+291+3.4%
28AEEAMEREN CORP$109.272.13%17.06%49.71%$739K0.50%+109+1.6%
29LINLINDE PLC$507.900.09%9.24%76.81%$715K0.48%+1,432+13018.2%
30ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$701K0.47%+420+27.3%
31IVWISHARES TR$134.60-3.81%$699K0.47%152−2.4%
32METAMETA PLATFORMS INC$593.00-5.51%$676K0.45%+146+14.1%
33NVDANVIDIA CORPORATION$205.10-6.20%$649K0.44%157−4.1%
34MRKMERCK & CO INC$120.790.44%$641K0.43%+491+10.2%
35VOOVANGUARD INDEX FDS$678.00-2.59%$610K0.41%+22+2.2%
36AIQGLOBAL X FDS$62.52-8.15%$572K0.38%HELD
37MSFTMICROSOFT CORP$416.67-2.66%$569K0.38%117−7.1%
38AMZNAMAZON COM INC$246.03-3.06%$552K0.37%156−5.6%
39HPQHP INC$25.58-2.74%$542K0.36%+9,458+51.5%
40MUNIPIMCO ETF TR$52.31-0.15%$501K0.34%HELD
41KOCOCA COLA CO$79.483.46%$440K0.30%5,202−47.5%
42QQQINVESCO QQQ TR$705.06-4.80%$433K0.29%+5+0.7%
43XLKSELECT SECTOR SPDR TR$180.30-6.66%$398K0.27%+3+0.1%
44LLYELI LILLY & CO$1131.420.55%$315K0.21%10−2.8%
45SCHVSCHWAB STRATEGIC TR$33.52-1.93%$272K0.18%+34+0.4%
46VFMOVANGUARD WELLINGTON FD$227.31-4.59%$271K0.18%632−31.5%
47ASMLASML HLDG NV$1641.74-6.59%$264K0.18%HELD
48PVALPUTNAM ETF TRUST$50.53-1.62%$258K0.17%+483+9.5%
49IVVISHARES TR$740.91-2.62%$254K0.17%+4+1.0%
50CATCATERPILLAR INC$904.28-3.85%$236K0.16%+21+6.7%
51GRNYTIDAL TRUST I$26.90-3.10%$234K0.16%+1,072+12.3%
52XOMEXXON MOBIL CORP$149.92-1.39%$221K0.15%122−8.6%
53GOOGLALPHABET INC$368.53-0.98%$204K0.14%3,390−82.7%
54PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$195K0.13%+79+6.3%
55SCHXSCHWAB STRATEGIC TR$29.05-2.65%$190K0.13%HELD
56COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$190K0.13%+9+5.0%
57QUALISHARES TR$213.14-1.93%$163K0.11%49−5.4%
58SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$162K0.11%+1+0.4%
59IVLUISHARES TR$42.04-2.48%$151K0.10%1,697−30.8%
60EFVISHARES TR$76.90-1.91%$141K0.09%174−8.4%
61DYNFBLACKROCK ETF TRUST$65.88-2.95%$132K0.09%172−7.0%
62PSXPHILLIPS 66$183.08-0.58%$132K0.09%+5+0.7%
63VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$123K0.08%HELD
64CIBRFIRST TR EXCHANGE-TRADED FD$86.70-4.41%$122K0.08%+4+0.2%
65IVEISHARES TR$226.54-1.15%$119K0.08%47−7.7%
66DEDEERE & CO$583.44-1.40%$110K0.07%+3+1.6%
67JNJJOHNSON & JOHNSON$232.772.02%$107K0.07%HELD
68AIRRFIRST TR EXCHANGE TRADED FD$127.97-2.91%$107K0.07%+152+18.7%
69AVUVAMERICAN CENTY ETF TR$119.70-1.44%$106K0.07%+71+8.0%
70VGTVANGUARD WORLD FD$115.28-6.14%$104K0.07%HELD
71TECBISHARES TR$69.59-4.65%$101K0.07%77−4.1%
72BILSPDR SERIES TRUST$91.450.04%$98K0.07%+6+0.6%
73VVISA INC$323.571.06%$98K0.07%67−17.1%
74VZVERIZON COMMUNICATIONS INC$45.371.11%$96K0.06%+73+4.0%
75BITBBITWISE BITCOIN ETF TR$32.74-5.13%$92K0.06%HELD
76ITAISHARES TR$229.45-0.92%$87K0.06%HELD
77GOOGALPHABET INC$365.76-0.95%$85K0.06%3−1.0%
78JPMJPMORGAN CHASE & CO$312.370.48%$84K0.06%2,454−89.5%
79JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$83K0.06%+10+0.6%
80IEMGISHARES INC$78.63-6.40%$80K0.05%116−9.2%
81TAT&T INC$22.75-0.09%$78K0.05%268−9.1%
82GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$76K0.05%HELD
83TSLATESLA INC$391.00-6.56%$75K0.05%+14+7.4%
84QYLDGLOBAL X FDS$17.80-1.82%$75K0.05%+4,373NEW
85SCHFSCHWAB STRATEGIC TR$26.81-3.77%$70K0.05%HELD
86VCRVANGUARD WORLD FD$383.54-1.98%$69K0.05%HELD
87WMTWALMART INC$118.880.97%$69K0.05%+1+0.2%
88PGRPROGRESSIVE CORP$204.024.42%$67K0.04%+38+12.7%
89DFASDIMENSIONAL ETF TRUST$77.60-2.07%$60K0.04%HELD
90EFGISHARES TR$119.90-3.38%$57K0.04%29−5.4%
91VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$56K0.04%HELD
92ROPROPER TECHNOLOGIES INC$332.180.11%$56K0.04%+53+50.0%
93LADRLADDER CAP CORP$10.230.59%$56K0.04%+5,613NEW
94INTUINTUIT$296.76-1.73%$56K0.04%11−7.9%
95UPSUNITED PARCEL SVCS INC$108.54-1.52%$55K0.04%+8+1.5%
96OEFISHARES TR$364.88-2.89%$54K0.04%6−3.4%
97VISVANGUARD WORLD FD$340.04-1.50%$54K0.04%HELD
98TFLOISHARES TR$50.510.02%$54K0.04%+6+0.6%
99IYWISHARES TR$241.25-5.92%$53K0.04%18−5.8%
100DGROISHARES TR$75.17-0.78%$52K0.04%+3+0.4%
101CSCOCISCO SYS INC$52K0.03%122−15.4%
102SCHWSCHWAB CHARLES CORP$52K0.03%+1+0.2%
103SNOWSNOWFLAKE INC$52K0.03%+300+697.7%
104HCAHCA HEALTHCARE INC$51K0.03%+3+2.9%
105ABTABBOTT LABORATORIES$50K0.03%+41+9.2%
106NSCNORFOLK SOUTHN CORP$49K0.03%+1+0.6%
107BABOEING CO$47K0.03%HELD
108VWOVANGUARD INTL EQUITY INDEX F$46K0.03%+42+5.1%
109CHICALAMOS CONV OPPORTUNITIES &$46K0.03%+4,300NEW
110AWPABRDN GLOBAL PREMIER PPTYS F$45K0.03%+4,114NEW
111MPCMARATHON PETE CORP$44K0.03%+165+1031.3%
112BMYBRISTOL-MYERS SQUIBB CO$43K0.03%HELD
113VFHVANGUARD WORLD FD$43K0.03%HELD
114TPRTAPESTRY INC$41K0.03%+262+903.4%
115MAMASTERCARD INCORPORATED$41K0.03%66−44.6%
116CVXCHEVRON CORPORATION$41K0.03%+28+16.6%
117PGPROCTER & GAMBLE CO$40K0.03%11−3.8%
118MTUMISHARES TR$39K0.03%13−7.3%
119CSXCSX CORP$39K0.03%+2+0.2%
120SMHVANECK ETF TRUST$39K0.03%HELD
121XLRESELECT SECTOR SPDR TR$38K0.03%HELD
122CAIECALAMOS ETF TR$38K0.03%+1,513NEW
123VDCVANGUARD WORLD FD$38K0.03%HELD
124SDYSPDR SERIES TRUST$37K0.03%+2+0.8%
125GOODGLADSTONE COMMERCIAL CORP$37K0.03%+3,260NEW
126HDHOME DEPOT INC$36K0.02%18−14.2%
127XLVSELECT SECTOR SPDR TR$36K0.02%HELD
128CRWDCROWDSTRIKE HLDGS INC$34K0.02%+2+2.3%
129LRCXLAM RESEARCH CORP$34K0.02%10−5.9%
130OREALTY INCOME CORP$34K0.02%+512+1163.6%
131VTIVANGUARD INDEX FDS$34K0.02%+17+19.1%
132VLOVALERO ENERGY CORP$33K0.02%+91+206.8%
133RTXRTX CORPORATION$33K0.02%+3+1.8%
134FIXCOMFORT SYS USA INC$32K0.02%7−23.3%
135THROBLACKROCK ETF TRUST$31K0.02%125−12.6%
136VOVANGUARD INDEX FDS$31K0.02%HELD
137VCTRVICTORY CAP HLDGS INC DEL$31K0.02%HELD
138NRGNRG ENERGY INC$30K0.02%+30+16.9%
139BTTBLACKROCK MUN TARGET TERM TR$30K0.02%HELD
140MSMORGAN STANLEY$30K0.02%4,583−96.2%
141LPLALPL FINL HLDGS INC$30K0.02%HELD
142MEDPMEDPACE HLDGS INC$29K0.02%22−26.5%
143ORCLORACLE CORP$29K0.02%+14+7.7%
144EMXCISHARES INC$28K0.02%HELD
145HEFAISHARES TR$28K0.02%70,484−99.1%
146HWMHOWMET AEROSPACE INC$27K0.02%+15+14.6%
147VXFVANGUARD INDEX FDS$27K0.02%+5+3.9%
148MPWRMONOLITHIC PWR SYS INC$26K0.02%+2+9.1%
149HLIHOULIHAN LOKEY INC$26K0.02%HELD
150NFLXNETFLIX INC.$26K0.02%30−10.0%
151SOSOUTHERN CO$26K0.02%+2+0.8%
152FTNTFORTINET INC$26K0.02%110−25.9%
153USFDUS FOODS HLDG CORP$26K0.02%HELD
154URIUNITED RENTALS INC$26K0.02%+1+2.9%
155SGISOMNIGROUP INTERNATIONAL INC$25K0.02%HELD
156GSKGSK PLC$25K0.02%+3+0.7%
157HLTHILTON WORLDWIDE HLDGS INC$25K0.02%HELD
158AMEAMETEK INC$25K0.02%HELD
159WMT2WELLS FARGO & CO$25K0.02%+1+0.3%
160XLISELECT SECTOR SPDR TR$25K0.02%HELD
161SLVISHARES SILVER TR$25K0.02%HELD
162TSCOTRACTOR SUPPLY CO$24K0.02%+5+0.9%
163CGMUCAPITAL GRP FIXED INCM ETF T$24K0.02%887−50.2%
164MUSAMURPHY USA INC$24K0.02%HELD
165FTITECHNIPFMC PLC$24K0.02%+341NEW
166DTEDTE ENERGY CO$24K0.02%+3+1.9%
167CTASCINTAS CORP$24K0.02%+17+13.9%
168XLUSELECT SECTOR SPDR TR$23K0.02%HELD
169VDEVANGUARD WORLD FD$23K0.02%+1+0.8%
170VOXVANGUARD WORLD FD$23K0.02%HELD
171AXAXOS FINANCIAL INC$22K0.02%+47+21.7%
172ULSUL SOLUTIONS INC$22K0.02%HELD
173VUGVANGUARD INDEX FDS$22K0.01%+14+37.8%
174MUMICRON TECHNOLOGY INC$22K0.01%+10+18.2%
175GEVGE VERNOVA INC$22K0.01%HELD
176FSSFEDERAL SIGNAL CORP$22K0.01%HELD
177ATOATMOS ENERGY CORP$22K0.01%+11+10.4%
178DHID R HORTON INC$22K0.01%14−8.2%
179WWDWOODWARD INC$21K0.01%HELD
180VRTVERTIV HOLDINGS CO$21K0.01%+15+21.7%
181RIVNRIVIAN AUTOMOTIVE INC$21K0.01%HELD
182CCITIGROUP INC$21K0.01%+17+10.3%
183FERGFERGUSON ENTERPRISES INC$20K0.01%HELD
184FNFABRINET$20K0.01%16−29.1%
185BNDXVANGUARD CHARLOTTE FDS$20K0.01%HELD
186EDIVSPDR INDEX SHS FDS$20K0.01%HELD
187BSVVANGUARD BD INDEX FDS$20K0.01%HELD
188IFFINTERNATIONAL FLAVORS&FRAGRA$19K0.01%+248+1458.8%
189FRDMEA SERIES TRUST$19K0.01%HELD
190UNPUNION PAC CORP$19K0.01%+20+34.5%
191AMDADVANCED MICRO DEVICES INC$19K0.01%+33+55.0%
192PMPHILIP MORRIS INTL INC$19K0.01%HELD
193CHRWC H ROBINSON WORLDWIDE IN$19K0.01%+105+1750.0%
194OSISOSI SYSTEMS INC$18K0.01%+69NEW
195PATKPATRICK INDS INC$18K0.01%HELD
196ORLYOREILLY AUTOMOTIVE INC$18K0.01%3−1.5%
197TMOTHERMO FISHER SCIENTIFIC INC$18K0.01%15−29.4%
198FSVFIRSTSERVICE CORP NEW$18K0.01%HELD
199DSGXDESCARTES SYS GROUP INC$17K0.01%HELD
200GEGE AEROSPACE$17K0.01%HELD
201QCOMQUALCOMM INC$17K0.01%4,368−97.1%
202SLYVSPDR SERIES TRUST$17K0.01%HELD
203CIGICOLLIERS INTL GROUP INC$17K0.01%HELD
204CACICACI INTL INC$17K0.01%+31NEW
205FFORD MTR CO$17K0.01%160−9.9%
206HEI/AHEICO CORP NEW$16K0.01%HELD
207NEENEXTERA ENERGY INC$16K0.01%HELD
208OMFONEMAIN HLDGS INC$16K0.01%158−34.3%
209GILDGILEAD SCIENCES INC$16K0.01%+4+3.6%
210NEMNEWMONT CORP$16K0.01%11−6.9%
211UNHUNITEDHEALTH GROUP INC$16K0.01%+36+156.5%
212BLDTOPBUILD COR$16K0.01%18−28.6%
213CWSTCASELLA WASTE SYS INC$16K0.01%+198NEW
214PEPPEPSICO INC$16K0.01%2−1.9%
215AMIDEA SERIES TRUST$15K0.01%110−18.7%
216BAIBLACKROCK ETF TRUST$15K0.01%74−13.8%
217RLIRLI CORP$15K0.01%HELD
218DARDARLING INGREDIENTS INC$15K0.01%HELD
219AMATAPPLIED MATLS INC$15K0.01%+44NEW
220TGTTARGET CORP$15K0.01%+1+0.8%
221ADUSADDUS HOMECARE CORP$15K0.01%HELD
222IYFISHARES TR$15K0.01%+127NEW
223TBLDTHORNBURG INCM BUILDER OPP T$14K0.01%+660NEW
224LECOLINCOLN ELEC HLDGS INC$14K0.01%HELD
225ESIELEMENT SOLUTIONS INC$14K0.01%+399NEW
226HLNEHAMILTON LANE INC$13K0.01%HELD
227XEXGXEATON VANCE TAX-MANAGED GLOB$13K0.01%+1,500NEW
228APGAPI GROUP CORP$13K0.01%+311NEW
229PLDPROLOGIS INC.$13K0.01%HELD
230PANWPALO ALTO NETWORKS INC$12K0.01%+39+105.4%
231OZKBANK OZK LITTLE ROCK ARK$12K0.01%HELD
232SHELSHELL PLC$12K0.01%+1+0.8%
233DISDISNEY WALT CO$12K0.01%87−41.6%
234NOCNORTHROP GRUMMAN CORP$12K0.01%HELD
235INTCINTEL CORP$11K0.01%+15+6.2%
236TYLTYLER TECHNOLOGIES INC$11K0.01%HELD
237COFCAPITAL ONE FINL CORP$11K0.01%HELD
238IYMISHARES TR$11K0.01%HELD
239LOWLOWES COS INC$11K0.01%HELD
240BKBANK NEW YORK MELLON CORP$11K0.01%HELD
241FDXFEDEX CORP$10K0.01%HELD
242KLACKLA CORP$10K0.01%HELD
243TSMTAIWAN SEMICONDUCTOR MANUFAC$10K0.01%HELD
244VMBSVANGUARD SCOTTSDALE FDS$10K0.01%HELD
245IDXXIDEXX LABS INC$10K0.01%12−40.0%
246CRMSALESFORCE INC$10K0.01%25−31.6%
247MNSTMONSTER BEVERAGE CORP NEW$10K0.01%4−2.8%
248CBCHUBB LTD SWITZ$10K0.01%+11+57.9%
249DIASTATE STR SPDR DOW JONES IND$10K0.01%+21NEW
250WABWABTEC$10K0.01%HELD
251BIVVANGUARD BD INDEX FDS$10K0.01%HELD
252AMGNAMGEN INC$10K0.01%HELD
253AEPAMERICAN ELEC PWR CO INC$9K0.01%11−13.3%
254BLVVANGUARD BD INDEX FDS$9K0.01%HELD
255FCXFREEPORT MCMORAN INC$9K0.01%+1+0.6%
256MOALTRIA GROUP INC$9K0.01%538−79.7%
257ISRGINTUITIVE SURGICAL INC$9K0.01%+2+11.1%
258CEGCONSTELLATION ENERGY CORP$9K0.01%+5+17.9%
259TJXTJX COS INC NEW$9K0.01%HELD
260BTXBLACKROCK TECH AND PRIVATE E$9K0.01%+1,340NEW
261DUKDUKE ENERGY CORP NEW$9K0.01%+17+34.0%
262TXNTEXAS INSTRS INC$9K0.01%+45NEW
263WMBWILLIAMS COS INC$9K0.01%HELD
264DTMDT MIDSTREAM INC$9K0.01%HELD
265HPEHEWLETT PACKARD ENTERPRISE C$9K0.01%HELD
266NXPINXP SEMICONDUCTORS N V$9K0.01%HELD
267WELLWELLTOWER INC$9K0.01%+9+26.5%
268BKNGBOOKING HOLDINGS INC$8K0.01%HELD
269KRKROGER CO$8K0.01%+2+1.8%
270PFEPFIZER INC$8K0.01%536−65.0%
271CEFSPROTT ASSET MANAGEMENT LP$8K0.01%HELD
272DEODIAGEO PLC$8K0.01%HELD
273ADIANALOG DEVICES INC$8K0.01%HELD
274DELLDELL TECHNOLOGIES INC$8K0.01%HELD
275XRPBITWISE XRP ETF$8K0.01%+524NEW
276CRVLCORVEL CORP$8K0.01%HELD
277JBNDJ P MORGAN EXCHANGE TRADED F$8K0.01%HELD
278EFAISHARES TR$8K0.01%+80NEW
279SLBSLB LIMITED$8K0.01%HELD
280APHAMPHENOL CORP$8K0.01%+61NEW
281BLKBLACKROCK INC$8K0.01%+1+14.3%
282NVDYTIDAL TRUST II$8K0.01%+56+10.7%
283UBERUBER TECHNOLOGIES INC$7K0.00%124−54.9%
284NOWSERVICENOW INC$7K0.00%37−34.9%
285EBAYEBAY INC.$7K0.00%+5+6.8%
286SBUXSTARBUCKS CORP$7K0.00%+7+9.6%
287PHPARKER-HANNIFIN CORP$7K0.00%+2+33.3%
288QUREQUANTA SVCS INC$7K0.00%HELD
289HONHONEYWELL INTL INC$7K0.00%42−57.5%
290DGDOLLAR GEN CORP$7K0.00%5−7.8%
291CMICUMMINS INC$7K0.00%HELD
292VRSNVERISIGN INC$7K0.00%+2+7.7%
293BKHBLACK HILLS CORP$7K0.00%HELD
294CITHE CIGNA GROUP$7K0.00%+2+8.3%
295WBDWARNER BROS DISCOVERY INC$7K0.00%72−22.6%
296KMIKINDER MORGAN INC DEL$7K0.00%7−3.4%
297VTVVANGUARD INDEX FDS$7K0.00%+34NEW
298BKRBAKER HUGHES COMPANY$7K0.00%HELD
299AMTAMERICAN TOWER CORP$7K0.00%+16+72.7%
300TRGPTARGA RES CORP$7K0.00%HELD
301CMECME GROUP INC$6K0.00%+4+22.2%
302COINCOINBASE GLOBAL INC$6K0.00%+12+48.0%
303APDAIR PRODUCTS AND CHEMICALS I$6K0.00%HELD
304SPGIS&P GLOBAL INC$6K0.00%HELD
305APPAPPLOVIN CORP$6K0.00%+3+23.1%
306MTDMETTLER TOLEDO INTERNATIONAL$6K0.00%HELD
307WRBBERKLEY W R CORP$6K0.00%4−4.0%
308EMREMERSON ELEC CO$6K0.00%HELD
309CAGCONAGRA BRANDS INC$6K0.00%HELD
310ANETARISTA NETWORKS INC$6K0.00%HELD
311ACNACCENTURE PLC IRELAND$6K0.00%HELD
312FFIVF5 INC$6K0.00%HELD
313OKEONEOK INC NEW$6K0.00%69−50.7%
314TTTRANE TECHNOLOGIES PLC$6K0.00%+14NEW
315VRTXVERTEX PHARMACEUTICALS INC$6K0.00%HELD
316NTAPNETAPP INC$6K0.00%HELD
317TTWOTAKE-TWO INTERACTIVE SOFTWAR$6K0.00%+5+20.8%
318RLRALPH LAUREN CORP$6K0.00%HELD
319COWZPACER FDS TR$5K0.00%HELD
320JCIJOHNSON CONTROLS INTERNATION$5K0.00%+2+5.1%
321ICEINTERCONTINENTAL EXCHANGE IN$5K0.00%+6+21.4%
322HIGHARTFORD INSURANCE GROUP INC$5K0.00%+7+21.9%
323GLWCORNING INC$5K0.00%HELD
324DDOMINION ENERGY INC$5K0.00%+56+193.1%
325USBUS BANCORP$5K0.00%HELD
326CMCSACOMCAST CORP NEW$5K0.00%HELD
327MCKMCKESSON CORP$5K0.00%HELD
328GOOYTIDAL TRUST II$5K0.00%+34+9.3%
329SNDKSANDISK CORP$5K0.00%+8NEW
330WYNNWYNN RESORTS LTD$5K0.00%HELD
331EOGEOG RES INC$5K0.00%4,584−99.2%
332TMUST-MOBILE US INC$5K0.00%1−4.0%
333HALHALLIBURTON CO$5K0.00%HELD
334EQIXEQUINIX INC$5K0.00%18−78.3%
335IXUSISHARES TR$5K0.00%+56NEW
336CRHCRH PLC$5K0.00%+13+39.4%
337WMWASTE MGMT INC DEL$5K0.00%+3+16.7%
338NCLHNORWEGIAN CRUISE LINE HLDGS$5K0.00%HELD
339EDCONSOLIDATED EDISON INC$5K0.00%HELD
340CGCARLYLE GROUP INC$5K0.00%32−24.6%
341LYVLIVE NATION ENTERTAINMENT IN$5K0.00%HELD
342PKGPACKAGING CORP AMER$5K0.00%HELD
343CCL1EURCARNIVAL CORP$5K0.00%HELD
344FITBFIFTH THIRD BANCORP$5K0.00%+10+11.2%
345TDGTRANSDIGM GROUP INC$5K0.00%+1+33.3%
346WDCWESTERN DIGITAL CORP$5K0.00%HELD
347CVSCVS HEALTH CORP$5K0.00%43−40.2%
348BSXBOSTON SCIENTIFIC CORP$5K0.00%12−14.1%
349DVNDEVON ENERGY CORP NEW$5K0.00%102−52.8%
350ROSTROSS STORES INC$5K0.00%+4+23.5%
351VONGVANGUARD SCOTTSDALE FDS$4K0.00%+41NEW
352IWRISHARES TR$4K0.00%+46NEW
353APOAPOLLO GLOBAL MGMT INC$4K0.00%23−36.5%
354EWEDWARDS LIFESCIENCES CORP$4K0.00%HELD
355WECWEC ENERGY GROUP INC$4K0.00%+17+81.0%
356STXSEAGATE TECHNOLOGY HLDNGS PL$4K0.00%HELD
357TRMBTRIMBLE INC$4K0.00%HELD
358TPLTEXAS PACIFIC LAND CORPORATI$4K0.00%HELD
359MGMMGM RESORTS INTERNATIONAL$4K0.00%HELD
360MLMMARTIN MARIETTA MATLS INC$4K0.00%8−53.3%
361AVDVAMERICAN CENTY ETF TR$4K0.00%+41NEW
362SRESEMPRA$4K0.00%+8+24.2%
363MMM3M CO$4K0.00%19−41.3%
364REGNREGENERON PHARMACEUTICALS$4K0.00%HELD
365VTRVENTAS INC$4K0.00%6−11.3%
366MDLZMONDELEZ INTL INC$4K0.00%+66+0.0%
367CBRECBRE GROUP INC$4K0.00%+9+47.4%
368MSFOTIDAL TRUST II$4K0.00%+21+6.9%
369BENFRANKLIN RESOURCES INC$4K0.00%HELD
370JPCNUVEEN PFD & INCOME OPPORTUN$4K0.00%+494NEW
371ALLALLSTATE CORP$4K0.00%9−33.3%
372PPLPPL CORP$4K0.00%7−6.7%
373LDOSLEIDOS HOLDINGS INC$4K0.00%+6+33.3%
374SPGSIMON PPTY GROUP INC NEW$4K0.00%+5+33.3%
375PYPLPAYPAL HLDGS INC$4K0.00%+82NEW
376ETRENTERGY CORP NEW$4K0.00%HELD
377CFGCITIZENS FINL GROUP INC$4K0.00%4−6.2%
378FEFIRSTENERGY CORP$4K0.00%+46+176.9%
379CDNSCADENCE DESIGN SYSTEM INC$4K0.00%15−53.6%
380MARMARRIOTT INTL INC NEW$4K0.00%HELD
381RCLROYAL CARIBBEAN GROUP$4K0.00%+13NEW
382SNPSSYNOPSYS INC$4K0.00%7−43.8%
383AAGILENT TECHNOLOGIES INC$4K0.00%163−84.0%
384VMCVULCAN MATLS CO$4K0.00%15−53.6%
385CTVACORTEVA INC$4K0.00%+8+23.5%
386RSGREPUBLIC SVCS INC$4K0.00%+6+60.0%
387TXTTEXTRON INC$4K0.00%HELD
388CIENCIENA CORP$3K0.00%+9NEW
389MCOMOODYS CORP$3K0.00%13−61.9%
390MSIMOTOROLA SOLUTIONS INC$3K0.00%+8+0.0%
391BUDANHEUSER BUSCH INBEV SA NV$3K0.00%HELD
392ECLECOLAB INC$3K0.00%+13NEW
393LHXL3HARRIS TECHNOLOGIES INC$3K0.00%HELD
394CLCOLGATE PALMOLIVE CO$3K0.00%HELD
395ITWILLINOIS TOOL WKS INC$3K0.00%+13NEW
396BAXBAXTER INTL INC$3K0.00%21−9.4%
397FISFIDELITY NATL INFORMATION SV$3K0.00%+72NEW
398DGXQUEST DIAGNOSTICS INC$3K0.00%+9+112.5%
399PNCPNC FINL SVCS GROUP INC$3K0.00%19−54.3%
400AFLAFLAC INC$3K0.00%19−38.8%
401CCICROWN CASTLE INC$3K0.00%+18+81.8%
402TRVTRAVELERS COMPANIES INC$3K0.00%3−21.4%
403TSNTYSON FOODS INC$3K0.00%3−5.7%
404FASTFASTENAL CO$3K0.00%HELD
405VSTVISTRA CORP$3K0.00%HELD
406CFCF INDUSTRIES HOLD$3K0.00%HELD
407SCHZSCHWAB STRATEGIC TR$3K0.00%+132NEW
408PCARPACCAR INC$3K0.00%HELD
409TFCTRUIST FINL CORP$3K0.00%18−22.0%
410SBACSBA COMMUNICATIONS CORP$3K0.00%+12+240.0%
411DLRDIGITAL RLTY TR INC$3K0.00%+2+14.3%
412EFXEQUIFAX INC$3K0.00%+16NEW
413HOODROBINHOOD MKTS INC$3K0.00%+41NEW
414CORCENCORA INC$3K0.00%HELD
415YUMYUM BRANDS INC$3K0.00%+4+28.6%
416ABNBAIRBNB INC$3K0.00%+21+2100.0%
417CAHCARDINAL HEALTH INC$3K0.00%HELD
418AMPAMERIPRISE FINL INC$3K0.00%HELD
419SYFSYNCHRONY FINANCIAL$3K0.00%HELD
420IUSBISHARES TR$3K0.00%+56NEW
421VOTVANGUARD INDEX FDS$3K0.00%+10NEW
422GRMNGARMIN LTD$3K0.00%HELD
423XELXCEL ENERGY INC$2K0.00%9−22.5%
424EQTEQT CORP$2K0.00%+9+30.0%
425EXCEXELON CORP$2K0.00%35−41.2%
426PRUPRUDENTIAL FINL INC$2K0.00%+4+19.0%
427PSAPUBLIC STORAGE OPER CO$2K0.00%+9NEW
428TDYTELEDYNE TECHNOLOGIES INC$2K0.00%HELD
429VOEVANGUARD INDEX FDS$2K0.00%+13NEW
430ADSKAUTODESK INC$2K0.00%18−64.3%
431WATWATERS CORP$2K0.00%1−11.1%
432TERTERADYNE INC$2K0.00%+8NEW
433WTWWILLIS TOWERS WATSON PLC LTD$2K0.00%+2+33.3%
434CNPCENTERPOINT ENERGY INC$2K0.00%+9+20.0%
435IUSGISHARES TR$2K0.00%+15NEW
436EXPEEXPEDIA GROUP INC$2K0.00%+10NEW
437KEYSKEYSIGHT TECHNOLOGIES INC$2K0.00%HELD
438KEYKEYCORP$2K0.00%10−8.2%
439EAELECTRONIC ARTS INC$2K0.00%HELD
440VICIVICI PPTYS INC$2K0.00%+82+0.0%
441BROBROWN & BROWN INC$2K0.00%+34NEW
442CINFCINCINNATI FINL CORP$2K0.00%+6+75.0%
443BDXBECTON DICKINSON & CO$2K0.00%HELD
444EXEEXPAND ENERGY CORPORATION$2K0.00%+5+33.3%
445MSCIMSCI INC$2K0.00%3−42.9%
446DALDELTA AIR LINES INC$2K0.00%+32NEW
447KKRKKR & CO INC$2K0.00%32−58.2%
448AXONAXON ENTERPRISE INC$2K0.00%HELD
449ULTAULTA BEAUTY INC$2K0.00%HELD
450MAAMID-AMER APT CMNTYS INC$2K0.00%+11+183.3%
451PFGPRINCIPAL FINANCIAL GROUP IN$2K0.00%+10+76.9%
452AIGAMERICAN INTL GROUP INC$2K0.00%HELD
453PEGPUBLIC SVC ENTERPRISE GROUP$2K0.00%HELD
454ITOTISHARES TR$2K0.00%+14NEW
455FOXAFOX CORP$2K0.00%+17+100.0%
456VTRSVIATRIS INC$2K0.00%1,608−91.7%
457HBANHUNTINGTON BANCSHARES INC$2K0.00%145−54.5%
458STZCONSTELLATION BRANDS INC$2K0.00%HELD
459METMETLIFE INC$2K0.00%7−20.6%
460VSSVANGUARD INTL EQUITY INDEX F$2K0.00%+13NEW
461DDOGDATADOG INC$2K0.00%1−5.9%
462AGGISHARES TR$2K0.00%+19NEW
463RJFRAYMOND JAMES FINL INC$2K0.00%HELD
464CNCCENTENE CORP DEL$2K0.00%+51+850.0%
465OTISOTIS WORLDWIDE CORP$2K0.00%+24NEW
466NDAQNASDAQ INC$2K0.00%HELD
467FANGDIAMONDBACK ENERGY INC$2K0.00%HELD
468KDPKEURIG DR PEPPER INC$2K0.00%HELD
469STTSTATE STR CORP$2K0.00%+14NEW
470SYYSYSCO CORP$2K0.00%+24NEW
471EXREXTRA SPACE STORAGE INC$2K0.00%+13NEW
472IIPRINNOVATIVE INDL PPTYS INC$2K0.00%+1+3.2%
473GMGENERAL MTRS CO$2K0.00%24−52.2%
474STLDSTEEL DYNAMICS INC$2K0.00%+2+28.6%
475KVUEKENVUE INC$2K0.00%HELD
476RMDRESMED INC$2K0.00%+5+250.0%
477PNRPENTAIR PLC$2K0.00%+4+28.6%
478KMBKIMBERLY-CLARK CORP$2K0.00%HELD
479IRMIRON MTN INC DEL$2K0.00%+15+0.0%
480FISVFISERV INC$2K0.00%+27NEW
481PAYXPAYCHEX INC$1K0.00%+1+6.7%
482BXPBXP INC$1K0.00%+19+211.1%
483ESSESSEX PPTY TR INC$1K0.00%+3+100.0%
484DOVDOVER CORP$1K0.00%HELD
485HSYHERSHEY CO$1K0.00%HELD
486CBOECBOE GLOBAL MKTS INC$1K0.00%HELD
487GENGEN DIGITAL INC$1K0.00%+74NEW
488IQVIQVIA HLDGS INC$1K0.00%+8NEW
489VRSKVERISK ANALYTICS INC$1K0.00%+7NEW
490SYKSTRYKER CORPORATION$1K0.00%+4NEW
491ESEVERSOURCE ENERGY$1K0.00%HELD
492EQREQUITY RESIDENTIAL$1K0.00%+5+29.4%
493ALLEALLEGION PLC$1K0.00%+2+28.6%
494BRBROADRIDGE FINL SOLUTIONS IN$1K0.00%+2+33.3%
495BIIBBIOGEN INC$1K0.00%HELD
496GLGLOBE LIFE INC$1K0.00%+5+125.0%
497CMSCMS ENERGY CORP$1K0.00%+12+300.0%
498RFREGIONS FINANCIAL CORP NEW$1K0.00%203−81.5%
499MRSHMARSH & MCLENNAN COS INC$1K0.00%17−70.8%
500OMCOMNICOM GROUP INC$1K0.00%+1+6.7%

Source: SEC EDGAR · accession 0002107657-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.