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Institutional

Crescent Grove Advisors, LLC

CIK 0001713520
$1.04B
Reported AUM
300
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Crescent Grove Advisors, LLC · Q1 2026

AI · grounded in 13F

Crescent Grove Advisors, LLC closed its position in SPY for a reduction of $25.79M. The fund established new positions in BTAL for $6.61M, ASCE for $4.13M, and Cullen Frost Bankers CFR for $3.42M. Additionally, the fund trimmed its holdings in Zurn Elkay Water Solutions ZWS by 42.58% and iShares Short Treasury ETF SHV by 57.57%.

Portfolio · Q1 2026

IVV$63.9MSPY$62.0MZWS$59.9MVOOVTIIEMGIEFQQQIJRCDWIJHOther$621.6MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVViShares S&P 500 ETF$740.91-2.62%24.60%80.03%$63.9M6.14%2,763−2.7%
2SPYSPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$62.0M5.96%+41,471+77.9%
3ZWSZurn Elkay Water Solutions$47.800.91%30.88%82.51%$59.9M5.76%989,872−42.6%
4VOOVanguard 500 Index Fund ETF$678.00-2.59%24.60%80.00%$49.9M4.81%+31+0.0%
5VTIVanguard Total Stock Market ETF$363.38-2.68%24.59%71.45%$28.1M2.71%+100+0.1%
6IEMGiShares Core MSCI Emerging Markets ETF$78.63-6.40%38.44%42.72%$25.6M2.46%+12,315+3.5%
7IEFiShares 7-10 Year Treasury ETF$93.62-0.53%4.36%-8.29%$24.4M2.35%+239,370+1469.6%
8QQQInvesco Powershares QQQ ETF$705.06-4.80%33.69%99.06%$21.4M2.06%+308+0.8%
9IJRiShares Core S&P Small-Cap ETF$137.68-1.84%29.63%34.80%$21.2M2.04%1,885−1.1%
10CDWCDW Corporation$134.401.02%-23.92%-22.50%$20.8M2.00%+11,258+7.0%
11IJHiShares Core S&P Mid-Cap ETF$73.95-2.00%22.71%46.95%$20.7M1.99%2,741−0.9%
12ICEIntercontinental$141.50-0.39%-19.88%25.58%$20.0M1.93%25,137−16.5%
13IEFAiShares Core MSCI EAFE ETF$95.56-2.60%18.86%46.61%$18.9M1.82%+874+0.4%
14AAPLApple$307.34-1.25%51.31%116.17%$18.7M1.80%+751+1.0%
15SGOViShares 0-3 Month Treasury ETF$100.450.03%4.31%19.02%$18.1M1.74%25,022−12.2%
16NATLNCR Atleos$44.270.27%63.82%98.78%$17.5M1.68%+13,048+3.4%
17IWFiShares Russell 1000 Growth ETF$122.69-3.26%20.87%79.95%$17.5M1.68%119−0.3%
18FNFFidelity National Financial, Inc.$47.430.06%-6.71%38.54%$17.1M1.65%+408+0.1%
19IUSViShares Core S&P US Value ETF$109.66-1.15%20.35%66.77%$16.6M1.60%771−0.5%
20UYLDAngel Oak Ultrashort Income ETF$51.04-0.03%4.86%22.76%$12.5M1.20%104,808−30.1%
21XLEEnergy Sector SPDR ETF$57.67-1.84%42.72%178.12%$12.4M1.19%+604+0.3%
22VYMVanguard High Dividend Yield ETF$158.24-1.35%24.39%72.68%$11.9M1.15%292−0.4%
23FISFidelity National Info Srvcs, Inc.$40.95-1.28%-48.29%-69.20%$11.9M1.15%+103,020+68.3%
24ITOTiShares Core S&P Total US Stock Market ETF$161.35-2.71%24.52%71.42%$11.5M1.11%3,101−3.7%
25CARYAngel Oak Income ETF$20.730.02%6.04%27.55%$11.3M1.09%+19,546+3.7%
26BILSPDR Bloomberg 1-3 Month T-Bill ETF$91.450.04%4.23%18.33%$10.6M1.02%+41,927+56.5%
27XLFFinancial Sector SPDR ETF$52.300.21%3.56%55.63%$9.5M0.91%+6,591+3.6%
28HEFAiShares Currency Hedged EAFE ETF$45.270.60%23.40%87.66%$9.3M0.89%+15,279+7.5%
29SHViShares Short Treasury ETF$110.120.03%4.27%17.77%$9.2M0.89%113,190−57.6%
30IAUiShares Gold TR$81.22-3.63%30.01%135.01%$8.8M0.84%+3,985+4.2%
31XBISPDR S&P Biotech ETF$128.67-3.56%$8.2M0.79%2,780−4.1%
32IWPiShares Russell Mid Cap Growth ETF$139.23-2.75%$7.9M0.76%+3+0.0%
33VEAVanguard FTSE Developed Markets ETF$69.17-3.72%$6.8M0.65%+1,440+1.4%
34GLDSPDR Gold Trust$396.24-3.65%$6.7M0.65%114−0.7%
35BTALAGF Anti-Beta ETF$11.76-1.75%$6.6M0.64%+473,811NEW
36SPYDSPDR Portfolio S&P (500 High Dividend Etf)$47.80-0.21%$6.6M0.63%+6,595+4.8%
37XLGInvesco S&P 500 Top 50 ETF$62.21-2.69%$6.4M0.62%HELD
38IJSiShares S&P Core Small Cap Value ETF$130.17-1.74%$6.3M0.61%HELD
39IWDiShares Russell 1000 Value ETF$236.42-1.91%$6.0M0.57%1,694−5.7%
40CARRCarrier Global$68.081.38%$5.9M0.57%HELD
41NVDANvidia Corp$205.10-6.20%$5.8M0.56%2,240−6.3%
42EMXCiShares MSCI EM ex China ETF$96.672.94%$5.7M0.55%+11,938+19.9%
43XLIIndustrial Sector SPDR ETF$174.18-1.12%$5.6M0.54%+1,951+5.9%
44IWMiShares Russell 2000 ETF$281.65-3.55%$5.5M0.53%1,182−5.0%
45IXUSiShares Core MSCI Total International Stock ETF$93.31-3.86%$5.4M0.52%641−1.0%
46IGSBiShares 1-5yr Investment Grade Bond ETF$52.14-0.31%$5.2M0.50%+5,181+5.5%
47DVYEiShares EM Dividend ETF$33.26-0.39%$5.2M0.50%+11,917+8.6%
48EFAiShares MSCI EAFE$102.26-2.56%$5.2M0.50%+148+0.3%
49IBBiShares Biotechnology ETF$168.780.20%$4.8M0.46%6−0.0%
50GNRSPDR S&P Global (natural Resources Etf)$71.540.65%$4.7M0.45%+7,163+12.9%
51MSFTMicrosoft$416.67-2.66%$4.7M0.45%306−2.4%
52VYXNCR Voyix$6.91-2.68%$4.6M0.44%+110,320+17.9%
53VXUSVanguard Total International Stock Index Fund ETF$83.03-3.73%$4.6M0.44%+145+0.2%
54FISVFiserv Inc$54.43-3.20%$4.6M0.44%+2,534+3.2%
55IDViShares Intl Select Div ETF$43.42-1.63%$4.2M0.40%+5,737+6.2%
56ASBAssociated Banc Corp$27.760.07%$4.2M0.40%+19,949+14.0%
57AMZNAmazon.Com Inc$246.03-3.06%$4.2M0.40%+285+1.4%
58ETEnergy Transfer LP$4.2M0.40%+16,193+8.1%
59ASCEAllspring Smid Core ETF$32.800.15%$4.1M0.40%+148,062NEW
60BRK/BBerkshire Hathaway$4.1M0.39%+43+0.5%
61ARKWARK Next Generation Internet ETF$137.93-5.82%$4.1M0.39%+750+2.3%
62PAASPan American Silver$48.612.16%$4.1M0.39%+10,863+17.1%
63IWOiShares Russell 2000 Growth ETF$366.27-4.34%$4.1M0.39%470−3.5%
64SHYiShares 1-3 Year Treasury ETF$81.86-0.21%$4.0M0.39%3,378−6.5%
65AEMAgnico Eagle Mines$163.66-7.41%$3.8M0.36%+5,036+37.4%
66JEPIJPMorgan Equity Premium Income ETF$55.52-0.34%$3.7M0.36%+51,231+346.2%
67NEMNewmont MNG Corp$99.71-7.96%$3.7M0.36%+9,705+39.2%
68CFRCullen Frost Bankers$141.240.77%$3.4M0.33%+24,964NEW
69TSLATesla Motors Inc Com$391.00-6.56%$3.3M0.32%+33+0.4%
70QUALiShares MSCI USA Quality ETF$213.14-1.93%$3.1M0.29%2,537−13.7%
71DVYiShares Select Dividend ETF$155.400.32%$3.0M0.29%371−1.8%
72FNVFranco Nevada Corp$218.74-7.31%$2.8M0.27%+8,876+376.6%
73WPMWheaton Precious$116.23-9.50%$2.7M0.26%+15,926+356.0%
74SILGlobal X FDS Global (X Silver)$80.331.32%$2.7M0.26%18,424−38.4%
75RSPInvesco S&P 500 Equal Weight ETF$207.83-1.42%$2.5M0.24%+8,585+183.3%
76JEPQJPMorgan Nasdaq Equity Prem Income ETF$58.90-3.01%$2.5M0.24%+44,439NEW
77GDXVaneck Vectors Gold Miners ETF$78.84-8.75%$2.4M0.23%23,912−48.2%
78IWRiShares Russell Mid Cap ETF$106.21-2.12%$2.4M0.23%+2,465+11.3%
79EPDEnterprise Products$37.81-0.97%$2.3M0.22%7,869−11.3%
80SHWSherwin Williams Co$305.301.74%$2.3M0.22%HELD
81RIORio Tinto ADR Each$100.69-4.47%$2.3M0.22%+18,139+316.7%
82CNNECannae HLDGS Inc Com$14.440.00%$2.2M0.21%HELD
83ARKKARK Innovation ETF$76.042.08%$2.1M0.21%1,804−5.4%
84MPLXMPLX LP$56.650.30%$2.1M0.20%+1,432+4.0%
85SPMDSPDR Portfolio S&P (400 Mid Cap Etf)$64.84-1.94%$2.1M0.20%+1+0.0%
86DTHWisdomtree TR (intl High Divid FD)$55.380.77%$2.0M0.20%+1,374+3.8%
87JPMJP Morgan Chase & Co.$312.370.48%$2.0M0.20%630−8.3%
88VWOVanguard FTSE Emerging Mkts ETF$58.03-3.78%$2.0M0.20%HELD
89ARLPAlliance Resource$25.941.27%$2.0M0.19%25,208−26.0%
90MANManpowergroup Inc$32.300.91%$1.9M0.19%+5,443+9.0%
91VIGVanguard Dividend Appreciation Index ETF$233.28-1.37%$1.9M0.18%+1+0.0%
92QQQMInvesco Nasdaq 100 ETF$290.35-4.78%$1.9M0.18%202−2.5%
93XOMExxon Mobil$149.92-1.39%$1.8M0.18%661−5.7%
94PGProcter & Gamble$146.544.09%$1.8M0.18%+1+0.0%
95BANCBanc Calif Inc$19.23-0.21%$1.8M0.17%+525+0.5%
96GFIGold Fields LTD New$36.40-0.60%$1.8M0.17%+39,533NEW
97CIBRFirst Trust NASDAQ Cybersecurity ETF$86.70-4.41%$1.8M0.17%4,887−14.8%
98SUNSunoco LP Com Unit$66.25-1.52%$1.7M0.17%+26,869NEW
99SPSMSPDR Portfolio S&P (600 Small Cap Etf)$53.890.60%$1.7M0.17%+332+0.9%
100IRMIron MTN Inc New Com$124.66-4.29%$1.7M0.16%+2,799+21.1%
101GOOGLAlphabet Inc Cap STK$1.7M0.16%1,016−14.9%
102FGF&G Annuities & Life$1.7M0.16%+941+1.5%
103AMDAdvanced Micro$1.6M0.16%+2,476+44.0%
104MGKVanguard Mega Cap (growth Index Fund)$1.6M0.16%+59+1.4%
105OUNZVaneck Merk Gold ETF$1.6M0.15%+35,750NEW
106GOOGAlphabet Inc Cap STK$1.6M0.15%+1,246+28.7%
107IJJiShares S&P Mid Cap 400 Value ETF$1.6M0.15%HELD
108XLPConsumer Staples SPDR ETF$1.5M0.15%HELD
109SLViShares Silver TR$1.5M0.14%40,846−65.1%
110IGMiShares Expanded Tech Sector ETF$1.4M0.14%HELD
111GSLGlobal Ship Lease$1.4M0.14%110,987−74.3%
112SPHDInvesco Exch Traded (FD TR II S&P500 HDL Vol)$1.4M0.14%+930+3.4%
113VUGVanguard Growth Index Fund ETF$1.4M0.13%+1,068+50.1%
114ARKQARK Autonomous Technology & Robotics ETF$1.4M0.13%959−7.2%
115MUMicron Technology$1.4M0.13%88−2.1%
116NTRSNorthern TR Corp$1.4M0.13%HELD
117ITAiShares Aerospace/Defense ETF$1.3M0.13%+126+2.1%
118VTVVanguard Value Index Fund ETF$1.3M0.13%+701+11.4%
119BXBlackstone Group Inc$1.3M0.13%135−1.2%
120IVEiShares S&P 500 Value ETF$1.3M0.12%115−1.8%
121LNTHLantheus$1.3M0.12%4,166−19.8%
122IWViShares Russell 3000 ETF$1.3M0.12%HELD
123EUSAiShares Inc MSCI (usa Equal Weighted ETF Index FD)$1.2M0.12%+3,165+35.0%
124IHAKiShares Cybersecurity and Tech ETF$1.2M0.12%5,954−17.4%
125DFAIDFA International Core ETF$1.1M0.11%+232+0.8%
126IWNiShares Russell 2000 Value ETF$1.1M0.11%HELD
127COSTCostco Wholesale$1.1M0.11%+172+18.5%
128EEMiShares MSCI Emerging Markets ETF$1.1M0.11%6,293−24.6%
129ABBVAbbvie Inc Com$1.1M0.10%HELD
130IVWiShares S&P 500 Growth ETF$1.0M0.10%HELD
131MGVVanguard Mega Cap (300 Value Index Fund)$1.0M0.10%HELD
132COPXGlobal X Copper Miners ETF$1.0M0.10%+13,127NEW
133IAGIAMGOLD Corp Com$996K0.10%+52,940NEW
134MRKMerck & Co Inc New$991K0.10%+4+0.0%
135IRIngersoll Rand Inc$962K0.09%1,332−10.0%
136FCXFreeport-Mcmor.CPR.& GD.$932K0.09%+9,753+160.0%
137PAAPlains All American$926K0.09%68,151−62.2%
138ARKGARK Genomic Revolution ETF$912K0.09%4,481−11.5%
139XTiShares Exponential Technologies ETF$905K0.09%2,981−18.3%
140SPHQInvesco Exchange (traded FD TR S&P500 Quality)$905K0.09%HELD
141PMPhilip Morris Intl$880K0.08%+141+2.7%
142KGCKinross Gold Corp$866K0.08%+28,385NEW
143IWSiShares Russell Mid Cap Value ETF$847K0.08%HELD
144BUSEFirst Busey Corp Com$841K0.08%HELD
145JNJJohnson & Johnson$835K0.08%+10+0.3%
146HACKAmplify ETF TR (cybersecurity Etf)$810K0.08%465−4.1%
147IJKiShares S&P Mid Cap 400 Growth ETF$791K0.08%HELD
148ISCGiShares Morningstar Small-Cap Growth ETF$786K0.08%HELD
149ALKTAlkami Technology$784K0.08%HELD
150GSLCGoldman Sachs ETF TR (activebeta US LG)$773K0.07%HELD
151METAFacebook Inc Com$745K0.07%+199+18.0%
152SPCZRiverNorth Enhanced Pre-Merger SPAC ETF$743K0.07%HELD
153CVXChevron$742K0.07%262−6.8%
154SCHGSchwab US Large Cap Growth ETF$737K0.07%+29+0.1%
155BRK/ABerkshire Hathaway Class A$718K0.07%HELD
156KSSKohls Corp Com$716K0.07%HELD
157SIRISiriusxm Holdings$706K0.07%+30,606NEW
158OBILRBB FD Inc US (treasry 12 MT)$704K0.07%+4,035+40.3%
159IBMIntl Business Mach$682K0.07%HELD
160TECLDirexion Daily Technology Bull 3x Shares$680K0.07%+15+0.2%
161VBVanguard Small Cap ETF$616K0.06%+820+53.5%
162HDEFXtrackers MSCI EAFE Hi Div Yield$615K0.06%HELD
163UPSUnited Parcel SVC$611K0.06%492−7.3%
164ETNEaton Corp PLC Com$608K0.06%512−23.1%
165GEVGE Vernova LLC$598K0.06%198−22.4%
166BCDAbrdn Etfs BBRG All (commdy)$586K0.06%HELD
167GSGoldman Sachs Group$575K0.06%294−30.2%
168AUAnglogold Ashanti$572K0.06%+5,880NEW
169AAAlcoa Corp Com$556K0.05%+8,378NEW
170CMCCommercial Metals Co$546K0.05%+2,906+48.5%
171EFViShares MSCI EAFE Value ETF$544K0.05%+2,050+39.0%
172IWBiShares Russell 1000$543K0.05%+72+5.0%
173CDECoeur Mining Inc$532K0.05%7,050−19.9%
174QUADQuad / Graphics Inc$532K0.05%HELD
175VGKVanguard European Stock ETF$529K0.05%100−1.5%
176BMOBank Of Montreal Com$520K0.05%HELD
177BKNGBooking Holdings Inc$518K0.05%HELD
178SCHWSchwab Charles Corp$512K0.05%+30+0.6%
179JNKSPDR Blmbg Brclys High Yield Bond ETF$508K0.05%HELD
180FDVVFidelity High (dividend Etf)$507K0.05%+1,812+24.6%
181RHIRobert Half Intl Inc$497K0.05%+19,550NEW
182NOBLProShares S&P 500 (dividend Aristocrats Etf)$485K0.05%HELD
183ACWXiShares MSCI ACWI ex USA ETF$483K0.05%HELD
184MDYVSPDR Ser TR S&P 400 (MDCP Val)$480K0.05%HELD
185WEAVWeave Communications$476K0.05%HELD
186VXFVanguard Extended (markets Index Fund)$475K0.05%HELD
187KOCoca Cola Co$472K0.05%69−1.1%
188XLKTechnology Sector SPDR ETF$448K0.04%+1,510+81.3%
189XARSPDR S&P Aerospace & Defense ETF$447K0.04%+451+34.4%
190WMTWal Mart Stores$438K0.04%+1+0.0%
191KRESPDR S&P Regional Banking ETF$434K0.04%HELD
192MFCManulife Financial$430K0.04%+97+0.8%
193REMXVaneck ETF Trust (rare Earth/STRTG)$429K0.04%+31+0.6%
194IYWiShares (us Technology Etf)$412K0.04%HELD
195BABoeing Co$405K0.04%1,349−39.8%
196ABTAbbott Laboratories$396K0.04%700−15.4%
197HDHome Depot Inc Com$393K0.04%590−33.1%
198TSMTaiwan Semiconductor$388K0.04%363−24.0%
199IJTiShares S&P Small Cap 600 Growth ETF$386K0.04%HELD
200VVisa Inc Com CL A$383K0.04%31−2.4%
201SCHDSchwab US Dividend Equity ETF$380K0.04%94−0.8%
202TGTTarget Corp Com$377K0.04%200−6.0%
203VVVanguard Large Cap ETF$377K0.04%HELD
204CVSCVS Health Corp$374K0.04%HELD
205VZVerizon$373K0.04%+2+0.0%
206UNHUnitedhealth Group$366K0.04%+88+7.0%
207EDIVSPDR S&P Emerging Markets Dividend ETF$360K0.03%HELD
208VRTVertiv Holdings Co$360K0.03%1,390−49.2%
209AAXJiShares MSCI Asia ex Japan ETF$360K0.03%HELD
210CSTMConstellium Se$356K0.03%+14,485NEW
211BLKBlackRock Inc Com$356K0.03%105−22.1%
212MMM3M Company$355K0.03%HELD
213APLUAllspring Core Plus Bond ETF$355K0.03%+14,384NEW
214TDGTransdigm Group Inc$355K0.03%HELD
215ISVLiShares TR Intl Dev (SML CP)$354K0.03%HELD
216SCZiShares TR EAFE SML$353K0.03%HELD
217TJXTJX Cos Inc New Com$347K0.03%+12+0.6%
218ACGLArch Capital Group$345K0.03%HELD
219MASMasco Corp$344K0.03%HELD
220XLBMaterials Sector SPDR ETF$340K0.03%+503+8.0%
221VBKVanguard Small Cap Growth Index Fund ETF$335K0.03%HELD
222CTASCintas Corp$334K0.03%HELD
223ILTBiShares Core (10 Year Usd Bond Etf)$331K0.03%HELD
224IUSGiShares Core (S&P US Growth ETF)$328K0.03%331−13.5%
225NXPINXP Semiconductors N$327K0.03%HELD
226DKNGDraftkings Inc New$325K0.03%HELD
227BMYBristol Myers Squibb$323K0.03%+500+10.4%
228GENIGenius Sports LTD$322K0.03%+72,629NEW
229AUGOAura Minerals Inc Cad$320K0.03%+3,925NEW
230ULUnilever PLC$319K0.03%+1+0.0%
231BPBP PLC Spons ADR$312K0.03%HELD
232PSFEPaysafe LTD Com$307K0.03%HELD
233CSCOCisco SYS Inc Com$304K0.03%+262+7.2%
234SCHBSchwab US Broad Market ETF$301K0.03%HELD
235PRNTARK 3D Printing ETF$299K0.03%1,343−8.4%
236IGROiShares TR Intl DIV (GRWTH)$295K0.03%HELD
237PFFiShares Preferreds ETF$292K0.03%HELD
238INTCIntel Corp$290K0.03%1,560−19.2%
239TAT&T$285K0.03%+1+0.0%
240SCHASchwab US Small Cap ETF$283K0.03%HELD
241IHFiShares TR US HLTHCR (PR Etf)$276K0.03%HELD
242IWCiShares Micro-Cap ETF$274K0.03%374−17.9%
243GRPMInvesco Exchange (traded FD TR S&P Midcap 400)$272K0.03%HELD
244RSIRush Street$272K0.03%+12,500NEW
245UBERUber Technologies Inc$271K0.03%+918+32.3%
246CATCaterpillar Inc$269K0.03%+379NEW
247IPIntl Paper Co$268K0.03%HELD
248MELIMercadolibre Inc$266K0.03%+27+21.3%
249KBESPDR S&P Bank ETF$266K0.03%HELD
250XLRESPDR Real Estate ETF$263K0.03%HELD
251CMCSAComcast Corp New$262K0.03%+1+0.0%
252DFATDimensional ETF (trust US Targeted Vlu)$259K0.02%+4,144NEW
253IBITiShares Bitcoin (trust Etf)$259K0.02%+6,735NEW
254PLTRPalantir$257K0.02%+1,757NEW
255RSPGInvesco Exchange (traded FD TR S&P500 Eql Enr)$256K0.02%+2,337NEW
256USOUnited STS Oil FD LP$255K0.02%+2,000NEW
257BAC 7.25 PERP LBank Amer Corp Non$253K0.02%HELD
258VIGIVanguard Whitehall (FDS Intl DVD Etf)$252K0.02%HELD
259MCDMcDonalds Corp$245K0.02%+1+0.1%
260XLUUtilities Sector SPDR ETF$240K0.02%418−7.4%
261FNDESchwab Fundamental Emerging Markets$239K0.02%HELD
262TLNTalen Energy Corp$238K0.02%817−52.2%
263DGDollar Gen Corp New$237K0.02%+1,995NEW
264SHELRoyal Dutch Shell PLC ADR$236K0.02%968−27.6%
265VOEVanguard Mid-Cap Value Idx.FD.$235K0.02%+3+0.2%
266OEFiShares Trust S&P 100$233K0.02%HELD
267XTNTXtant Medical Holdings$230K0.02%HELD
268COFCapital One$230K0.02%+359+39.9%
269AMGNAmgen Inc$228K0.02%150−18.8%
270DFUVDimensional ETF (trust US Mktwide Value)$227K0.02%+4,682NEW
271BAMBrookfield Asset$227K0.02%+300+6.3%
272SPYMSPDR Portfolio S&P (500 Etf)$224K0.02%HELD
273VISVanguard Sector$224K0.02%HELD
274XMEMaterials Sector SPDR ETF$224K0.02%HELD
275NFLXNetflix Com Inc Com$223K0.02%+21+0.9%
276GNRCGenerac Holdings Inc.$221K0.02%+1,129NEW
277FNDFSchwab Fundamental Intnl Large$220K0.02%HELD
278CCLDCarecloud Inc Com$219K0.02%HELD
279SDYSPDR S&P Dividend ETF$219K0.02%37−2.4%
280CASYCaseys Gen Stores$218K0.02%+300NEW
281APAMArtisan Partners Asset Mgmt$218K0.02%HELD
282XLVHealth Care Select SPDR ETF$217K0.02%3,591−70.8%
283HONHoneywell Intl.$217K0.02%+958NEW
284CEGConstellation Energy$214K0.02%984−56.3%
285ACNAccenture$213K0.02%HELD
286DFINDonnelley Finl Solutions$212K0.02%HELD
287DFAEDFA Emerging Markets Core ETF$210K0.02%+6,201NEW
288ADSKAutodesk Inc Com$208K0.02%HELD
289ROPRoper Technologies$205K0.02%HELD
290ROKRockwell Automation$204K0.02%642−53.1%
291VEUVanguard FTSE All-World Ex-US ETF$203K0.02%+2,704NEW
292AGGiShares Core U.S. Aggregate Bond ETF$202K0.02%39−1.9%
293VBRVanguard Small Cap Value ETF$201K0.02%+926NEW
294BNSBank Of Nova Scotia$201K0.02%HELD
295MDYSPDR S&P Mid Cap 400 ETF$201K0.02%+325NEW
296AVGOBroadcom Inc$200K0.02%265−29.1%
297BTZBlackRock Credit Allocation$136K0.01%HELD
298DXRDaxor Corp$104K0.01%+10,723NEW
299KELYAKelly Services Inc$89K0.01%+10,000NEW
300VTLUSDImmunic Inc.$11K0.00%HELD
301SPYSPDR S&P 500 ETF$737.55-2.58%24.51%79.50%43,900EXITED
302EXKExact Sciences Corp16,005EXITED
303IXJiShares Global Healthcare ETF15,940EXITED
304TXTTextron Inc.15,792EXITED
305KXIiShares Global Consumer Staples ETF20,700EXITED
306IBDRiShares 2026 IG Corporate Bond ETF49,030EXITED
307FBTCFidelity Wise Origin (bitcoin Fund)13,005EXITED
308IGFiShares Global Infrastructure ETF12,200EXITED
309NRGNRG Energy Inc3,148EXITED
310BXSLBlackstone Secd Lending Fund18,390EXITED
311GEGeneral Electric Company Common Stock1,609EXITED
312VHTVanguard Health Care (etf)1,386EXITED
313NADNuveen Quality Municipal31,735EXITED
314MYIBlackRock Muniyield (quality FD Com)31,350EXITED
315CMICummins Inc644EXITED
316ALLAllstate Corp Del Com1,544EXITED
317ARKFARK Fintech Innovation ETF5,590EXITED
318CRWDCrowdstrike HLDGS540EXITED
319EQTEQT Corp Com4,528EXITED
320CONLGraniteshares ETF TR (2X Long Coin Dai)16,220EXITED
321VSTVistra Energy Corp.1,470EXITED
322TSLQInvestment Managers13,000EXITED
323WMWaste Management Inc1,067EXITED
324IYGiShares Dowjones US Finl2,379EXITED
325FTAIFtai Aviation LTD1,075EXITED
326EWEdwards Lifesciences Corp2,479EXITED
327CTRACabot Oil & Gas CP7,933EXITED
328VMCVulcan Materials Co713EXITED
329EMREmerson Electric1,516EXITED
330WMT2Wells Fargo & Co2,146EXITED
331ALITAlight Inc Com CL A19,800EXITED
332NDLSUSDNoodles & Co Com35,085EXITED
333Paysafe LTD33,333EXITED

Source: SEC EDGAR · accession 0000892712-26-000230. 13F discloses long positions only — shorts, foreign equities, and options are excluded.