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Institutional

Clearstead Trust, LLC

CIK 0001708001
$613.4M
Reported AUM
981
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Clearstead Trust, LLC · Q1 2026

AI · grounded in 13F

Clearstead Trust, LLC significantly increased its position in CGXU by 234.76%. The fund also accumulated shares in CGCV by 67.84% and IWF by 21.06%. On the selling side, the fund closed its position in BND, resulting in a decrease of $1.9M. Other notable reductions include trimming NOW by 97.27% and VTI by 82.33%.

Portfolio · Q1 2026

QQQ$87.7MILCG$53.3MQLD$44.8MAAPLIWFMSFTNVDAGOOGLCGCVAMZNAVGOBILOther$258.9MCL

Top holdings· first 500 of 981

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$87.7M14.29%+7,223+5.0%
2ILCGISHARES TR$113.96-4.17%23.17%75.30%$53.3M8.68%+62,044+12.5%
3QLDPROSHARES TR$89.54-9.57%64.69%139.03%$44.8M7.30%+2,302+0.3%
4AAPLAPPLE INC$307.34-1.25%51.31%116.17%$27.5M4.48%381−0.4%
5IWFISHARES TR$122.69-3.26%20.87%79.95%$24.9M4.06%+10,149+21.1%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$22.2M3.62%+2,501+4.4%
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$18.7M3.05%1,499−1.4%
8GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$15.8M2.57%653−1.2%
9CGCVCAPITAL GROUP CONSERVATIVE E$31.93-1.18%15.68%26.26%$15.3M2.50%+207,660+67.8%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$14.3M2.34%+1,592+2.4%
11AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$14.1M2.30%358−0.8%
12BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$13.3M2.16%7,105−4.7%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$11.7M1.90%59−0.1%
14STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%576.06%1018.37%$8.8M1.44%1,502−6.3%
15IVVISHARES TR$740.91-2.62%24.60%80.03%$7.7M1.26%381−3.1%
16JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%8.40%38.11%$7.4M1.20%+1,552+1.2%
17VVISA INC$323.571.06%-11.91%36.33%$7.2M1.17%+338+1.4%
18GOOGALPHABET INC$365.76-0.95%109.82%172.71%$6.8M1.12%+186+0.8%
19COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$6.7M1.08%+17+0.3%
20JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$6.5M1.06%+110+0.4%
21LLYELI LILLY & CO$1131.420.55%48.00%387.10%$6.1M1.00%+34+0.5%
22BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M0.87%+24+0.2%
23CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$4.6M0.75%+444+2.0%
24XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$4.5M0.74%2,798−9.5%
25DEDEERE & CO$583.44-1.40%13.67%71.87%$4.5M0.73%+399+5.3%
26TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$4.1M0.68%+201+1.7%
27MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$4.1M0.67%11−0.1%
28MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$4.1M0.66%319−3.8%
29LINLINDE PLC$507.900.09%9.24%76.81%$3.8M0.62%+1,740+29.6%
30TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$3.7M0.61%+113+1.5%
31TJXTJX COS INC NEW$160.711.31%$3.7M0.60%51−0.2%
32SCHDSCHWAB STRATEGIC TR$32.30-0.89%$3.5M0.57%+12,693+12.5%
33WMWASTE MGMT INC DEL$220.400.63%$3.3M0.54%+78+0.5%
34ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$3.2M0.52%424−2.6%
35OREALTY INCOME CORP$60.841.82%$3.2M0.52%520−1.0%
36SYKSTRYKER CORPORATION$305.661.48%$3.0M0.49%354−3.7%
37ABBVABBVIE INC$227.231.02%$2.9M0.48%135−1.0%
38VOOVANGUARD INDEX FDS$678.00-2.59%$2.8M0.45%+360+8.4%
39IAUISHARES GOLD TR$81.22-3.63%$2.4M0.39%1,373−4.8%
40PANWPALO ALTO NETWORKS INC$272.05-2.58%$2.4M0.38%394−2.6%
41MRKMERCK & CO INC$120.790.44%$2.3M0.38%+220+1.1%
42CGXUCAPITAL GROUP INTL FOCUS EQT$33.54-5.17%$2.3M0.37%+54,272+234.8%
43IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$2.3M0.37%56−0.6%
44METAMETA PLATFORMS INC$593.00-5.51%$2.2M0.37%79−2.0%
45NEENEXTERA ENERGY INC$85.840.19%$2.2M0.36%282−1.2%
46AMDADVANCED MICRO DEVICES INC$466.38-10.86%$2.1M0.35%+143+1.4%
47WECWEC ENERGY GROUP INC$112.951.55%$2.1M0.35%+296+1.6%
48AMTAMERICAN TOWER CORP$194.120.11%$1.9M0.32%7,140−38.8%
49APHAMPHENOL CORP$138.81-5.42%$1.9M0.31%70−0.5%
50HDHOME DEPOT INC$310.780.27%$1.9M0.31%34−0.6%
51CSCOCISCO SYS INC$121.64-6.43%$1.9M0.31%+208+0.9%
52UBERUBER TECHNOLOGIES INC$70.71-2.08%$1.8M0.29%+22+0.1%
53PGPROCTER & GAMBLE CO$146.544.09%$1.8M0.29%386−3.1%
54AMATAPPLIED MATLS INC$453.01-9.71%$1.7M0.28%+6+0.1%
55CATCATERPILLAR INC$904.28-3.85%$1.7M0.27%+944+66.8%
56GLWCORNING INC$177.58-10.18%$1.5M0.25%+10+0.1%
57DISDISNEY WALT CO$99.710.37%$1.5M0.24%+439+2.9%
58HONHONEYWELL INTL INC$213.97-1.69%$1.5M0.24%246−3.6%
59IWPISHARES TR$139.23-2.75%$1.5M0.24%HELD
60BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.23%HELD
61ITWILLINOIS TOOL WKS INC$252.720.64%$1.4M0.22%93−1.8%
62SCHWSCHWAB CHARLES CORP$88.840.95%$1.3M0.21%40−0.3%
63ALNYALNYLAM PHARMACEUTICALS INC$303.05-0.19%$1.3M0.21%28−0.7%
64ABTABBOTT LABORATORIES$91.070.32%$1.3M0.21%448−3.5%
65PGRPROGRESSIVE CORP$204.024.42%$1.2M0.20%561−8.3%
66NXPINXP SEMICONDUCTORS N V$295.96-8.15%$1.2M0.19%HELD
67WMTWALMART INC$118.880.97%$1.2M0.19%+319+3.5%
68ETNEATON CORP PLC$395.94-5.42%$1.2M0.19%133−3.9%
69ORLYO'Reilly Automotive Inc$90.332.18%$1.1M0.19%HELD
70EDCONSOLIDATED EDISON INC$106.262.09%$1.1M0.18%+2+0.0%
71FTAIFTAI AVIATION LTD$234.05-6.41%$1.1M0.18%+2+0.0%
72CMECME GROUP INC$257.400.52%$1.0M0.17%HELD
73EQIXEQUINIX INC$1080.95-0.75%$985K0.16%2−0.2%
74TTTRANE TECHNOLOGIES PLC$456.84-1.49%$979K0.16%HELD
75BNBrookfield Corp ADR$44.60-1.00%$976K0.16%2,250−8.5%
76VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$932K0.15%3,375−18.8%
77PEPPEPSICO INC$141.92-0.16%$931K0.15%334−5.3%
78RTXRTX CORPORATION$180.990.88%$927K0.15%97−2.0%
79GEVGE VERNOVA INC$933.61-3.09%$891K0.15%+810+383.9%
80ATOATMOS ENERGY CORP$170.241.36%$877K0.14%+11+0.2%
81KOCOCA COLA CO$79.483.46%$874K0.14%HELD
82NFLXNETFLIX INC.$82.180.76%$870K0.14%+38+0.4%
83BIPBrookfield Infrastructure Partners LP$38.80-0.59%$856K0.14%6,207−20.8%
84IDXXIDEXX LABS INC$562.16-0.46%$835K0.14%HELD
85PFEPFIZER INC$26.041.36%$773K0.13%1,526−5.3%
86QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$766K0.12%+193+6.4%
87DHRDANAHER CORP DEL$184.30-1.25%$756K0.12%261−6.1%
88UNPUNION PAC CORP$272.323.19%$755K0.12%52−1.6%
89FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%$754K0.12%HELD
90IGSBISHARES TR$52.14-0.31%$714K0.12%+8,729+180.0%
91LNGCHENIERE ENERGY INC$238.82-0.93%$707K0.12%365−12.8%
92SOSOUTHERN CO$92.601.07%$699K0.11%49−0.7%
93IJHISHARES TR$73.95-2.00%$689K0.11%2,184−17.6%
94IXUSISHARES TR$93.31-3.86%$689K0.11%+4,044+103.5%
95UNHUNITEDHEALTH GROUP INC$399.470.76%$685K0.11%155−5.8%
96SHELSHELL PLC$85.40-1.53%$669K0.11%710−9.0%
97IQVIQVIA HLDGS INC$183.45-1.84%$660K0.11%270−6.5%
98NBSDNEUBERGER BERMAN ETF TRUST$50.60-0.12%$587K0.10%+11,580NEW
99ACNACCENTURE PLC IRELAND$178.25-0.34%$584K0.10%154−5.0%
100ARKQARK ETF TR$129.60-7.12%$572K0.09%HELD
101CDNSCADENCE DESIGN SYSTEM INC$540K0.09%24−1.2%
102AXPAMERICAN EXPRESS CO$538K0.09%HELD
103CBCHUBB LTD SWITZ$534K0.09%189−10.4%
104VBVANGUARD INDEX FDS$528K0.09%32−1.6%
105ROKROCKWELL AUTOMATION INC$525K0.09%+1+0.1%
106ARKWARK ETF TR$484K0.08%HELD
107ARCCARES CAPITAL CORP$482K0.08%+702+2.7%
108VWOVANGUARD INTL EQUITY INDEX F$475K0.08%1,918−17.9%
109ARKKARK ETF TR$475K0.08%HELD
110VXUSVANGUARD STAR FDS$473K0.08%19,436−76.0%
111FDXFEDEX CORP$465K0.08%90−6.4%
112LMTLOCKHEED MARTIN CORP$451K0.07%HELD
113VZVERIZON COMMUNICATIONS INC$446K0.07%907−9.3%
114IBDRISHARES TR$440K0.07%+334+1.9%
115IBDSISHARES TR$440K0.07%+333+1.9%
116HELOJ P MORGAN EXCHANGE TRADED F$440K0.07%HELD
117VOVANGUARD INDEX FDS$432K0.07%37−2.4%
118VTIVANGUARD INDEX FDS$431K0.07%6,264−82.3%
119IBDTISHARES TR$430K0.07%HELD
120IBDUISHARES TR$429K0.07%HELD
121IBDVISHARES TR$428K0.07%HELD
122INTUINTUIT$428K0.07%58−5.5%
123IBDWISHARES TR$427K0.07%HELD
124BKNGBOOKING HOLDINGS INC$425K0.07%45−30.8%
125CRMSALESFORCE INC$417K0.07%285−11.3%
126AZNASTRAZENECA PLC$412K0.07%+2,089NEW
127SHWSHERWIN WILLIAMS CO$409K0.07%+20+1.6%
128EPDENTERPRISE PRODS PARTNERS L$409K0.07%496−4.4%
129STTSTATE STR CORP$385K0.06%209−6.4%
130BACBANK AMERICA CORP$378K0.06%477−5.8%
131ECLECOLAB INC$370K0.06%20−1.4%
132CLSCELESTICA INC$368K0.06%HELD
133SBUXSTARBUCKS CORP$358K0.06%646−13.9%
134ZTSZOETIS INC$356K0.06%481−13.8%
135DUKDUKE ENERGY CORP NEW$354K0.06%HELD
136PHPARKER-HANNIFIN CORP$353K0.06%HELD
137IFLNINVESCO EXCH TRADED FD TR II$352K0.06%HELD
138JEPQJ P MORGAN EXCHANGE TRADED F$352K0.06%+504+8.6%
139TSLATESLA INC$351K0.06%+175+22.8%
140SHYISHARES TR$347K0.06%615−12.8%
141XLKSELECT SECTOR SPDR TR$347K0.06%HELD
142DLTRDOLLAR TREE INC$345K0.06%HELD
143LOWLOWES COS INC$337K0.05%95−6.2%
144SCHXSCHWAB STRATEGIC TR$325K0.05%HELD
145AGGISHARES TR$324K0.05%HELD
146VXFVanguard Extended Market ETF$310K0.05%HELD
147SRLNSSGA ACTIVE ETF TR$309K0.05%HELD
148ANETARISTA NETWORKS INC$309K0.05%HELD
149GLDSPDR GOLD TR$307K0.05%+90+14.4%
150SYYSYSCO CORP$295K0.05%+7+0.2%
151AKREPROFESIONALLY MANAGED PORTFO$294K0.05%50−0.9%
152CTASCINTAS CORP$290K0.05%HELD
153BEPBrookfield Renewable Partners LP$289K0.05%HELD
154GDGENERAL DYNAMICS CORP$280K0.05%HELD
155MMM3M CO$275K0.04%+2+0.1%
156AVAVAEROVIRONMENT INC$275K0.04%HELD
157VCSHVanguard Scottsdale Fds$264K0.04%+3,157+1824.9%
158ARKFARK ETF TR$256K0.04%HELD
159NVONOVO-NORDISK A S$254K0.04%1,239−15.2%
160HDVISHARES TR$253K0.04%HELD
161EFAiShares MSCI EAFE ETF$250K0.04%HELD
162DVYISHARES TR$249K0.04%HELD
163IJRISHARES TR$245K0.04%155−7.3%
164OKEONEOK INC NEW$238K0.04%+117+4.7%
165FLTBFIDELITY MERRIMACK STR TR$234K0.04%HELD
166AEEAMEREN CORP$226K0.04%HELD
167TAT&T INC$225K0.04%HELD
168FDHYFIDELITY COVINGTON TRUST$224K0.04%HELD
169TDTORONTO DOMINION BK ONT$224K0.04%HELD
170BSCSInvesco Slf Idx Blsh 28 ETF$219K0.04%432−3.9%
171BSCTInvesco Slf Idx Buletshs 2029 ETF$219K0.04%482−4.0%
172BSCUInvesco Slf Idx 30 Corp ETF$218K0.04%526−3.9%
173TXNTEXAS INSTRS INC$218K0.04%151−11.9%
174EEMiShares MSCI Emerging Markets$218K0.04%HELD
175BSCXInvesco Slf Idx Bulletsh 2033$217K0.04%426−4.0%
176NSCNORFOLK SOUTHN CORP$217K0.04%6−0.8%
177FFORD MTR CO$217K0.04%+123+0.7%
178EMREMERSON ELEC CO$216K0.04%HELD
179CARRCARRIER GLOBAL CORPORATION$215K0.03%1,194−23.9%
180HALHALLIBURTON CO$214K0.03%+122+2.3%
181OGSONE GAS INC$210K0.03%+23+1.0%
182QCOMQUALCOMM INC$208K0.03%34−2.1%
183VTVVANGUARD INDEX FDS$208K0.03%41−3.7%
184CLCOLGATE PALMOLIVE CO$208K0.03%142−5.5%
185ORCLORACLE CORP$206K0.03%+46+3.4%
186GEGE AEROSPACE$205K0.03%HELD
187VEUVANGUARD INTL EQUITY INDEX F$204K0.03%HELD
188IEFAISHARES TR$204K0.03%1,129−33.4%
189FICOFAIR ISAAC CORP$197K0.03%122−39.7%
190PLTRPALANTIR TECHNOLOGIES INC$195K0.03%+52+4.1%
191DGXQUEST DIAGNOSTICS INC$184K0.03%+9+1.0%
192CMCSACOMCAST CORP NEW$183K0.03%19−0.3%
193IHIiShares US Medical Devices ETF$181K0.03%HELD
194IWNISHARES TR$179K0.03%HELD
195FISVFISERV INC$177K0.03%HELD
196MDLZMondelez International Inc$176K0.03%324−9.6%
197WELLWELLTOWER INC$172K0.03%HELD
198DSII Shares MSCI KLD 400 Social ETF$170K0.03%HELD
199COPCONOCOPHILLIPS$168K0.03%HELD
200SCHGSCHWAB STRATEGIC TR$168K0.03%HELD
201MCHPMICROCHIP TECHNOLOGY INC.$166K0.03%+22+0.9%
202PPGPPG Industries Inc.$166K0.03%HELD
203IJKiShares S&P Midcap 400 Growth Index$157K0.03%HELD
204QUALISHARES TR$156K0.03%60−6.9%
205ASMLASML HLDG NV$149K0.02%22−16.3%
206SMMDISHARES TR$147K0.02%+1,927NEW
207BMYBRISTOL-MYERS SQUIBB CO$147K0.02%14−0.6%
208IDVISHARES TR$146K0.02%+696+25.5%
209GSATGLOBALSTAR INC$142K0.02%HELD
210DVNDEVON ENERGY CORP NEW$141K0.02%+4+0.1%
211MUMICRON TECHNOLOGY INC$140K0.02%+197+90.4%
212TMUST-MOBILE US INC$140K0.02%23−3.3%
213GWWWW GRAINGER INC$140K0.02%+3+2.4%
214MOG/AMOOG INC$137K0.02%HELD
215INTCINTEL CORP$137K0.02%+82+2.7%
216QUREQUANTA SVCS INC$136K0.02%HELD
217ELLAUDER ESTEE COS INC$135K0.02%HELD
218DWXSPDR INDEX SHS FDS$133K0.02%HELD
219IVWISHARES TR$132K0.02%HELD
220SPDWSTATE ST SPDR PORT DEVELOPED WORLD EX-US ETF$130K0.02%378−11.7%
221WMT2WELLS FARGO & CO$128K0.02%HELD
222VUGVANGUARD INDEX FDS$124K0.02%HELD
223IJJiShares S&P Midcap 400 Value$122K0.02%HELD
224PSXPHILLIPS 66$120K0.02%HELD
225ISRGIntuitive Surgical, Inc.$120K0.02%HELD
226USBUS BANCORP$119K0.02%1,012−30.8%
227DTDWISDOMTREE TR$118K0.02%HELD
228APDAIR PRODUCTS AND CHEMICALS I$118K0.02%63−13.5%
229CSXCSX CORP$117K0.02%HELD
230MRSHMARSH & MCLENNAN COS INC$116K0.02%+75+12.6%
231EMLPFIRST TR EXCHANGE-TRADED FD$115K0.02%372−12.4%
232SPYSTATE STR SPDR S&P 500 ETF T$114K0.02%104−37.1%
233SYFSYNCHRONY FINANCIAL$114K0.02%1,341−44.4%
234MSMORGAN STANLEY$114K0.02%HELD
235DGRWWISDOMTREE TR$111K0.02%HELD
236VLUEISHARES TR$111K0.02%HELD
237SCHCSCHWAB STRATEGIC TR$110K0.02%HELD
238IEMGISHARES INC$108K0.02%+131+9.3%
239AMGNAMGEN INC$107K0.02%70−18.7%
240MDTMEDTRONIC PLC$103K0.02%22−1.8%
241PCARPACCAR INC$102K0.02%HELD
242SCHASCHWAB STRATEGIC TR$101K0.02%HELD
243PRMBPRIMO BRANDS CORPORATION$100K0.02%+81+1.5%
244WDFCWD 40 CO$100K0.02%HELD
245DLNWisdomtree Tree$99K0.02%+4+0.4%
246SPYMSPDR SERIES TRUST$97K0.02%+236+22.8%
247SOLSSOLSTICE ADVANCED MATLS INC$96K0.02%225−15.2%
248KLACKLA CORP$96K0.02%5−7.1%
249ETRENTERGY CORP NEW$96K0.02%HELD
250STWDStarwood Property Trust Inc REIT$95K0.02%5,735−51.1%
251VNQVANGUARD INDEX FDS$94K0.02%HELD
252DELLDELL TECHNOLOGIES INC$94K0.02%HELD
253DOWDOW HLDGS INC$94K0.02%HELD
254ESGUISHARES TR$93K0.02%HELD
255CRWDCROWDSTRIKE HLDGS INC$93K0.02%+33+16.1%
256SPGIS&P Global, Inc.$93K0.02%HELD
257OLEDUniversal Display Corp$92K0.01%HELD
258AESAES CORP$92K0.01%10,817−62.5%
259AZOAUTOZONE INC$88K0.01%HELD
260TDGTRANSDIGM GROUP INC$85K0.01%HELD
261NVSNovartis AG Spons ADR$84K0.01%146−21.0%
262IEIIshares Tr 3-7 Year Treasury Bd$83K0.01%HELD
263SPEMSTATE ST SPDR PORTFOLIO EMERGING MARKETS ETF$82K0.01%+992+132.8%
264CCITIGROUP INC$80K0.01%1,550−68.7%
265SPTLSPDR SERIES TRUST$79K0.01%24−0.8%
266BKBANK NEW YORK MELLON CORP$78K0.01%HELD
267YUMYUM BRANDS INC$78K0.01%8−1.6%
268EXCEXELON CORP$78K0.01%HELD
269WTRGESSENTIAL UTILS INC$76K0.01%317−14.4%
270PNCPNC Financial Services Group$74K0.01%HELD
271KMIKINDER MORGAN INC DEL$73K0.01%HELD
272JAAAJANUS DETROIT STR TR$72K0.01%HELD
273BRBROADRIDGE FINL SOLUTIONS IN$72K0.01%71−13.8%
274GSKGSK PLC$72K0.01%124−8.7%
275VRTXVERTEX PHARMACEUTICALS INC$72K0.01%HELD
276ESSESSEX PPTY TR INC$72K0.01%HELD
277VIGVANGUARD SPECIALIZED FUNDS$72K0.01%376−53.0%
278BXBLACKSTONE INC$71K0.01%HELD
279IRTINDEPENDENCE RLTY TR INC$69K0.01%435−8.5%
280SDYState Street SPDR S&P Dividend ETF$69K0.01%HELD
281IFRAISHARES TR$69K0.01%HELD
282ELVELEVANCE HEALTH INC FORMERLY$68K0.01%25−9.7%
283GILDGILEAD SCIENCES INC$68K0.01%130−21.1%
284ITTITT INC$67K0.01%HELD
285SAPSAP SE$66K0.01%HELD
286IQLTISHARES TR$65K0.01%HELD
287CMGChipotle Mexican Grill, Inc.$64K0.01%HELD
288ACWXISHARES TR$64K0.01%HELD
289AVUVAMERICAN CENTY ETF TR$64K0.01%HELD
290ENTAENANTA PHARMACEUTICALS INC$64K0.01%HELD
291AAGILENT TECHNOLOGIES INC$62K0.01%HELD
292OTISOTIS WORLDWIDE CORP$62K0.01%HELD
293BSXBOSTON SCIENTIFIC CORP$61K0.01%1,741−64.0%
294MOALTRIA GROUP INC$61K0.01%138−12.9%
295SPYDST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF$61K0.01%HELD
296EFXEQUIFAX INC$60K0.01%129−28.0%
297KRKROGER CO$59K0.01%48−5.5%
298STZCONSTELLATION BRANDS INC$59K0.01%157−28.6%
299IWRISHARES TR$59K0.01%HELD
300BLKBLACKROCK INC$58K0.01%HELD
301TFCTRUIST FINL CORP$58K0.01%975−43.8%
302LRCXLAM RESEARCH CORP$57K0.01%+5+1.9%
303NOWSERVICENOW INC$56K0.01%19,016−97.3%
304SLViShares Silver Tr$54K0.01%+277+53.1%
305GLDMWORLD GOLD TR$54K0.01%HELD
306CVSCVS HEALTH CORP$53K0.01%HELD
307CDWCDW CORP$53K0.01%+3+0.7%
308BDXBecton, Dickinson and Company$52K0.01%HELD
309FTVFORTIVE CORP$51K0.01%29−3.0%
310CCICROWN CASTLE INC$51K0.01%83−11.7%
311ALABASTERA LABS INC$51K0.01%HELD
312VRSKVERISK ANALYTICS INC$50K0.01%+30+12.8%
313AAALCOA CORP$50K0.01%HELD
314HWMHOWMET AEROSPACE INC$50K0.01%HELD
315LHXL3HARRIS TECHNOLOGIES INC$49K0.01%HELD
316WSMWILLIAMS SONOMA INC$48K0.01%HELD
317IBDXISHARES TR$48K0.01%+1,897NEW
318VGTVANGUARD WORLD FD$47K0.01%HELD
319ICEINTERCONTINENTAL EXCHANGE IN$47K0.01%HELD
320ADSKAUTODESK INC$47K0.01%14−6.7%
321GRMNGARMIN LTD$47K0.01%HELD
322IBTGISHARES TR$46K0.01%+708+54.4%
323IBTHISHARES TR$46K0.01%+721+54.5%
324MTBM & T BK CORP$45K0.01%+9+4.3%
325FTNTFORTINET INC$45K0.01%+79+16.7%
326TROWPRICE T ROWE GROUP INC$45K0.01%243−32.7%
327PRFZINVESCO EXCHANGE TRADED FD T$45K0.01%HELD
328IBTMISHARES TR$45K0.01%+1,954NEW
329BABOEING CO$44K0.01%HELD
330DDOMINION ENERGY INC$43K0.01%14−2.0%
331ARKGARK ETF TR$43K0.01%4,681−74.2%
332GPCGENUINE PARTS CO$43K0.01%HELD
333IBTKISHARES TR$42K0.01%HELD
334HSYHERSHEY CO$42K0.01%133−39.8%
335IRINGERSOLL RAND INC$42K0.01%HELD
336ELSEQUITY LIFESTYLE PROPERTIES$41K0.01%+122+22.6%
337PMPhilip Morris International$41K0.01%HELD
338SPSMSPDR SERIES TRUST$40K0.01%358−30.0%
339VLOVALERO ENERGY CORP$40K0.01%HELD
340WBDWARNER BROS DISCOVERY INC$40K0.01%+212+17.1%
341RJFRAYMOND JAMES FINL INC$40K0.01%HELD
342OMCOMNICOM GROUP INC$39K0.01%+6+1.2%
343VOTVANGUARD INDEX FDS$39K0.01%HELD
344RSPINVESCO EXCHANGE TRADED FD T$38K0.01%HELD
345HYBLSpdr Blackstone High Income Etf$38K0.01%HELD
346MCKMCKESSON CORP$38K0.01%HELD
347TGTTARGET CORP$38K0.01%HELD
348RSPHINVESCO EXCHANGE TRADED FD T$38K0.01%HELD
349RFREGIONS FINANCIAL CORP NEW$37K0.01%HELD
350DXYZDESTINY TECH100 INC$37K0.01%HELD
351SKYCHAMPION HOMES, INC.$37K0.01%HELD
352MGVVANGUARD WORLD FD$37K0.01%HELD
353CRWVCOREWEAVE INC$37K0.01%HELD
354OGEOGE ENERGY CORP$36K0.01%HELD
355KHCKraft Heinz Company$36K0.01%2,218−57.9%
356IGMISHARES TR$36K0.01%HELD
357WMBWILLIAMS COS INC$35K0.01%HELD
358VMCVulcan Materials Company$35K0.01%HELD
359PLDPROLOGIS INC.$33K0.01%+163+181.1%
360PAYXPAYCHEX INC$33K0.01%HELD
361HOODROBINHOOD MKTS INC$32K0.01%2−0.4%
362CBOECBOE GLOBAL MKTS INC$32K0.01%HELD
363SLBSLB LIMITED$32K0.01%+90+17.0%
364IWMISHARES TR$32K0.01%266−67.5%
365BKHBLACK HILLS CORP$32K0.01%HELD
366ALLALLSTATE CORP$32K0.01%6−3.8%
367EVRGEVERGY INC$31K0.01%HELD
368PICKISHARES INC$31K0.01%+548NEW
369EAELECTRONIC ARTS INC$31K0.01%HELD
370HCAHCA HEALTHCARE INC$31K0.01%HELD
371HPEHEWLETT PACKARD ENTERPRISE C$31K0.01%HELD
372PAVEGLOBAL X FDS$31K0.01%+604NEW
373VSSVANGUARD INTL EQUITY INDEX F$31K0.00%HELD
374AMANTERO MIDSTREAM CORP$30K0.00%HELD
375VIOOVANGUARD ADMIRAL FDS INC$30K0.00%HELD
376GISGENERAL MILLS INC$30K0.00%+344+73.8%
377XLFSELECT SECTOR SPDR TR$30K0.00%HELD
378NTRSNORTHERN TR CORP$30K0.00%HELD
379DINOHF SINCLAIR CORP$30K0.00%HELD
380IBTIISHARES TR$30K0.00%HELD
381ORIOLD REP INTL CORP$29K0.00%HELD
382VEEVVEEVA SYS INC$29K0.00%+35+26.9%
383FSLRFIRST SOLAR INC$29K0.00%HELD
384THGHANOVER INS GROUP INC$29K0.00%HELD
385NEMNEWMONT CORP$29K0.00%HELD
386ULTAULTA BEAUTY INC$28K0.00%17−23.9%
387ITAISHARES TR$28K0.00%+129NEW
388GSGOLDMAN SACHS GROUP INC$28K0.00%HELD
389ADCAGREE RLTY CORP$28K0.00%HELD
390DOVDover Corp$28K0.00%157−54.1%
391IWOISHARES TR$28K0.00%HELD
392HIGHARTFORD INSURANCE GROUP INC$27K0.00%HELD
393UPSUNITED PARCEL SVCS INC$27K0.00%161−37.0%
394MLMMARTIN MARIETTA MATLS INC$26K0.00%HELD
395TRNOTerreno Realty Corp REIT$26K0.00%HELD
396HEDJWISDOMTREE TR$26K0.00%HELD
397SOLVSOLVENTUM CORP$26K0.00%+150+61.0%
398OXYOCCIDENTAL PETE CORP$26K0.00%HELD
399CACCAMDEN NATL CORP$26K0.00%HELD
400MFCMANULIFE FINL CORP$26K0.00%HELD
401AVBAvalonBay Communities, Inc.$25K0.00%+56+56.0%
402LNTALLIANT ENERGY CORP$25K0.00%29−7.6%
403ODFLOLD DOMINION FREIGHT LINE IN$25K0.00%+26+25.0%
404FLRNState Street SPDR Bloomberg Investment Grade$25K0.00%HELD
405IRENIREN LIMITED$25K0.00%HELD
406APTVAPTIV PLC$25K0.00%+3+0.9%
407EMEEMCOR GROUP INC$24K0.00%HELD
408MNSTMONSTER BEVERAGE CORP NEW$24K0.00%HELD
409MSTRSTRATEGY INC$24K0.00%+41+27.0%
410CTVACorteva Inc$24K0.00%HELD
411FITBFIFTH THIRD BANCORP$24K0.00%+266+107.7%
412CHRWC H ROBINSON WORLDWIDE IN$24K0.00%HELD
413XMHQINVESCO EXCHANGE TRADED FD T$23K0.00%225−50.0%
414VYMVANGUARD WHITEHALL FDS$23K0.00%HELD
415BAMBROOKFIELD ASSET MANAGMT LTD$23K0.00%261−33.3%
416GEHCGE HEALTHCARE TECHNOLOGIES I$23K0.00%+192+146.6%
417WPCWP CAREY INC$23K0.00%HELD
418BWABORGWARNER INC$23K0.00%HELD
419AMKRAMKOR TECHNOLOGY INC$23K0.00%HELD
420AXSAXIS CAP HLDGS LTD$22K0.00%HELD
421SCHMSCHWAB STRATEGIC TR$22K0.00%HELD
422NDSNNORDSON CORP$22K0.00%HELD
423DLRDIGITAL RLTY TR INC$22K0.00%+5+4.2%
424AOAISHARES TR$22K0.00%+221+712.9%
425XYZBLOCK INC$22K0.00%+35+10.5%
426ASBASSOCIATED BANC-CORP$22K0.00%135−13.6%
427CIENCIENA CORP$22K0.00%HELD
428MSIMOTOROLA SOLUTIONS INC$22K0.00%93−65.0%
429AWKAMERICAN WTR WKS CO INC NEW$22K0.00%157−49.7%
430CHTRCharter Communications Inc New$21K0.00%25−20.3%
431VPUVANGUARD WORLD FD$21K0.00%HELD
432SNSharkninja Inc ADR$21K0.00%HELD
433HASHASBRO INC$20K0.00%HELD
434MSMMSC INDL DIRECT INC$20K0.00%HELD
435CTRACOTERRA ENERGY INC$20K0.00%HELD
436VTRSVIATRIS INC$20K0.00%HELD
437PPLPPL CORP$20K0.00%HELD
438RRXREGAL REXNORD CORPORATION$20K0.00%HELD
439MURMURPHY OIL CORP$20K0.00%HELD
440LDRCISHARES TR$19K0.00%+765NEW
441FLEXFLEXTRONICS INTL LTD$19K0.00%HELD
442AMPAMERIPRISE FINL INC$19K0.00%54−55.7%
443USFDUS FOODS HLDG CORP$19K0.00%HELD
444CFGCITIZENS FINL GROUP INC$19K0.00%HELD
445TSNTYSON FOODS INC$19K0.00%HELD
446MKSIMKS INC.$19K0.00%HELD
447ICVTISHARES TR$19K0.00%HELD
448SRSPIRE INC$19K0.00%HELD
449PNWPINNACLE WEST CAP CORP$19K0.00%HELD
450ROSTROSS STORES INC$19K0.00%72−45.6%
451ZIONZIONS BANCORPORATION NATL AS$18K0.00%+67+26.4%
452VTRVENTAS INC$18K0.00%HELD
453NETCLOUDFLARE INC$18K0.00%+5+6.0%
454CEGCONSTELLATION ENERGY CORP$18K0.00%68−51.1%
455CRBGCOREBRIDGE FINL INC$18K0.00%+760NEW
456PKGPACKAGING CORP AMER$18K0.00%43−33.6%
457EPREPR PPTYS$18K0.00%HELD
458IVZINVESCO LTD$18K0.00%HELD
459ZBRAZEBRA TECHNOLOGIES CORPORATI$18K0.00%HELD
460POOLPOOL CORP$17K0.00%HELD
461CPRTCOPART INC$17K0.00%320−38.3%
462BJBJS WHSL CLUB HLDGS INC$17K0.00%35−16.9%
463EXPEAGLE MATLS INC$17K0.00%+1+1.1%
464CHRDCHORD ENERGY CORPORATION$17K0.00%+7+6.4%
465FCXFREEPORT MCMORAN INC$17K0.00%HELD
466TXTTEXTRON INC$17K0.00%HELD
467AFGAMERICAN FINANCIAL GROUP INC$16K0.00%HELD
468RTORENTOKIL INITIAL PLC$16K0.00%HELD
469IWSISHARES TR$16K0.00%HELD
470WRBBERKLEY W R CORP$16K0.00%HELD
471DGDOLLAR GEN CORP$16K0.00%HELD
472OHIOMEGA HEALTHCARE INVS INC$16K0.00%HELD
473INGRINGREDION INC$16K0.00%HELD
474GXOGXO LOGISTICS INCORPORATED$16K0.00%HELD
475IWYISHARES TR$16K0.00%HELD
476WBSWEBSTER FINL CORP$16K0.00%HELD
477FCFSFIRSTCASH HOLDINGS INC$16K0.00%HELD
478LFUSLITTELFUSE INC$15K0.00%HELD
479FIXCOMFORT SYS USA INC$15K0.00%HELD
480APAAPA CORPORATION$15K0.00%HELD
481LLOEWS CORP$15K0.00%HELD
482KEYKEYCORP$15K0.00%HELD
483COKECOCA COLA CONS INC$15K0.00%HELD
484FEFIRSTENERGY CORP$15K0.00%HELD
485HRHEALTHCARE RLTY TR$15K0.00%173−16.6%
486SWXSOUTHWEST GAS HLDGS INC$15K0.00%30−15.1%
487ONBOLD NATL BANCORP IND$15K0.00%+396+148.3%
488AMEAMETEK INC$15K0.00%HELD
489CCKCROWN HLDGS INC$15K0.00%HELD
490DGROISHARES TR$15K0.00%609−74.6%
491BAHBOOZ ALLEN HAMILTON HLDG COR$15K0.00%+81+77.1%
492LKQLKQ CORP$14K0.00%+74+17.7%
493ADBEADOBE INC$14K0.00%17−22.4%
494DTMDT MIDSTREAM INC$14K0.00%HELD
495ARWARROW ELECTRS INC$14K0.00%+24+32.0%
496LSTRLANDSTAR SYS INC$14K0.00%HELD
497MASMASCO CORP$14K0.00%57−19.7%
498BGBUNGE GLOBAL SA$14K0.00%HELD
499JBHTHUNT J B TRANS SVCS INC$14K0.00%HELD
500VOYAVOYA FINANCIAL INC$14K0.00%32−13.6%

Source: SEC EDGAR · accession 0001708001-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.