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Institutional

Cresset Asset Management, LLC

CIK 0001761013
$23.11B
Reported AUM
1,582
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Cresset Asset Management, LLC · Q1 2026

AI · grounded in 13F

Cresset Asset Management, LLC increased its position in OWL by 363.33%. The fund also established a new position in AVTM worth $73.49M and grew its holding in VOO by 132.10%. On the sell side, the manager trimmed its stake in ERIE by 98.81% and reduced its holding in PLTR by 22.59%.

Portfolio · Q1 2026

ANET$2.54BSPY$2.32BIVV$1.54BRSPVOOIEFAAAPLOther$11.68BCL

Top holdings· first 500 of 1582

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$2.54B10.99%1,384−0.0%
2SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$2.32B10.05%74,705−2.1%
3IVVISHARES TR$740.91-2.62%24.60%80.03%$1.54B6.66%+54,030+2.3%
4RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$858.6M3.71%+189,560+4.4%
5VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$713.8M3.09%+679,833+132.1%
6IEFAISHARES TR$95.56-2.60%18.86%46.61%$505.2M2.19%+159,858+2.9%
7AAPLAPPLE INC$307.34-1.25%51.31%116.17%$465.4M2.01%+1,467+0.1%
8IJRISHARES TR$137.68-1.84%29.63%34.80%$408.2M1.77%+63,338+2.0%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$354.0M1.53%+55,449+4.7%
10VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$344.8M1.49%+48,501+1.1%
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$315.0M1.36%52,388−8.5%
12VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$276.2M1.19%+42,087+5.1%
13OEFISHARES TR$364.88-2.89%25.59%91.97%$251.9M1.09%30,934−3.8%
14MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$214.7M0.93%+50,651+9.2%
15RDDTREDDIT INC$173.45-5.69%43.00%290.30%$205.1M0.89%173,011−10.2%
16GOOGALPHABET INC$365.76-0.95%109.82%172.71%$199.9M0.87%47,179−5.6%
17IWFISHARES TR$122.69-3.26%20.87%79.95%$195.3M0.84%24,210−5.0%
18PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$188.7M0.82%377,015−22.6%
19NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$188.5M0.82%59,845−5.2%
20CHRWC H ROBINSON WORLDWIDE IN$184.09-0.27%96.47%131.52%$178.4M0.77%673−0.1%
21NOBLPROSHARES TR$54.530.66%10.77%30.12%$175.7M0.76%+30,273+1.9%
22SCHFSCHWAB STRATEGIC TR$26.81-3.77%26.99%57.05%$173.4M0.75%+822,308+13.3%
23VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$164.7M0.71%13,263−1.7%
24VVVANGUARD INDEX FDS$339.76-2.62%24.19%76.59%$158.2M0.68%+9,636+1.9%
25IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$156.2M0.68%+46,193+2.7%
26IJHISHARES TR$73.95-2.00%22.71%46.95%$146.1M0.63%+52,389+2.5%
27AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$139.3M0.60%+45,640+7.3%
28GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$134.5M0.58%2,085−0.7%
29VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$132.3M0.57%+267,118+14.9%
30EMLPFIRST TR EXCHANGE-TRADED FD$43.460.16%20.57%111.11%$122.5M0.53%+94,572+3.5%
31EAGL2023 ETF SERIES TRUST$32.88-1.47%$115.3M0.50%8,183−0.2%
32SCHYSCHWAB STRATEGIC TR$31.83-1.09%$112.0M0.48%26,361−0.7%
33VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$109.4M0.47%32,113−3.9%
34IWMISHARES TR$281.65-3.55%$106.0M0.46%7,567−1.7%
35OTFBLUE OWL TECHNOLOGY FIN CORP$11.29-1.74%$104.6M0.45%+3,857,899+89.4%
36JPMJPMORGAN CHASE & CO$312.370.48%$103.3M0.45%3,101−0.9%
37QQQINVESCO QQQ TR$705.06-4.80%$100.0M0.43%+5,760+3.4%
38VOVANGUARD INDEX FDS$78.53-2.06%$94.6M0.41%199,595−37.7%
39BRK/BBERKSHIRE HATHAWAY INC DEL$91.2M0.39%+6,485+3.5%
40IQLTISHARES TR$48.19-2.49%$86.8M0.38%+170,406+10.0%
41VUGVANGUARD INDEX FDS$85.93-3.62%$86.4M0.37%+8,843+4.7%
42SCHDSCHWAB STRATEGIC TR$32.30-0.89%$86.2M0.37%+187,580+7.2%
43VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$86.0M0.37%+133,571+9.2%
44OBDCBLUE OWL CAPITAL CORPORATION$11.02-2.48%$83.3M0.36%+699,901+10.6%
45JNJJOHNSON & JOHNSON$232.772.02%$82.4M0.36%25,137−6.9%
46IEMGISHARES INC$78.63-6.40%$81.2M0.35%+84,095+7.8%
47SGOVISHARES TR$100.450.03%$79.2M0.34%152,138−16.2%
48VONGVANGUARD SCOTTSDALE FDS$126.34-3.25%$79.0M0.34%+286,919+66.2%
49ORCLORACLE CORP$213.68-9.59%$78.2M0.34%3,324−0.6%
50WMTWALMART INC$118.880.97%$77.1M0.33%70,850−10.3%
51AVTMAMERICAN CENTY ETF TR$53.39-2.68%$73.5M0.32%+1,563,262NEW
52AVUSAMERICAN CENTY ETF TR$125.15-2.49%$72.5M0.31%+4,849+0.7%
53SCHXSCHWAB STRATEGIC TR$29.05-2.65%$71.9M0.31%23,170−0.8%
54TSLATESLA INC$391.00-6.56%$71.1M0.31%4,665−2.4%
55EFAISHARES TR$102.26-2.56%$69.6M0.30%+28,098+4.1%
56AVEMAMERICAN CENTY ETF TR$91.23-6.45%$69.5M0.30%13,356−1.5%
57IWDISHARES TR$236.42-1.91%$69.3M0.30%+26,521+8.9%
58AVUVAMERICAN CENTY ETF TR$119.70-1.44%$68.9M0.30%16,174−2.5%
59VBRVANGUARD INDEX FDS$234.32-1.10%$68.9M0.30%+9,058+2.9%
60CATCATERPILLAR INC$904.28-3.85%$68.0M0.29%+724+0.7%
61AVUQAMERICAN CENTY ETF TR$64.92-3.14%$66.1M0.29%HELD
62ITOTISHARES TR$161.35-2.71%$65.3M0.28%+7,701+1.7%
63QUALISHARES TR$213.14-1.93%$65.2M0.28%36,101−9.6%
64VTVVANGUARD INDEX FDS$212.02-1.36%$64.2M0.28%+71,669+28.0%
65GLDMWORLD GOLD TR$85.900.56%$60.7M0.26%+36,830+6.0%
66VVISA INC$323.571.06%$59.7M0.26%+2,924+1.5%
67BACBANK AMERICA CORP$53.83-0.63%$58.7M0.25%60,492−4.8%
68XOMEXXON MOBIL CORP$149.92-1.39%$58.3M0.25%16,638−4.5%
69CVXCHEVRON CORPORATION$187.31-0.55%$57.9M0.25%+100,376+55.9%
70OWLBLUE OWL CAPITAL INC$9.80-3.83%$57.8M0.25%+4,963,562+363.3%
71AVDEAMERICAN CENTY ETF TR$89.07-2.63%$57.4M0.25%+21,476+3.3%
72EQIXEQUINIX INC$1080.95-0.75%$56.3M0.24%1,538−2.6%
73QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%$54.1M0.23%+1,988+0.9%
74IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$51.0M0.22%+349,542+35.4%
75SMMDISHARES TR$86.35-2.96%$50.4M0.22%+15,050+2.3%
76AVGOBROADCOM INC$385.73-7.92%$49.0M0.21%+8,539+5.7%
77GOVTISHARES TR$22.61-0.35%$48.4M0.21%+226,395+12.0%
78LLYELI LILLY & CO$1131.420.55%$47.8M0.21%8,648−14.3%
79UNHUNITEDHEALTH GROUP INC$399.470.76%$47.8M0.21%+2,427+1.4%
80IWVISHARES TR$418.71-2.61%$47.2M0.20%+9,794+8.3%
81MAMASTERCARD INCORPORATED$491.081.93%$46.8M0.20%633−0.7%
82ADIANALOG DEVICES INC$401.39-6.38%$46.6M0.20%24,888−14.5%
83TXNTEXAS INSTRS INC$285.06-6.65%$45.3M0.20%+28,277+13.8%
84PEPPEPSICO INC$141.92-0.16%$45.1M0.20%6,094−2.1%
85CSCOCISCO SYS INC$121.64-6.43%$44.9M0.19%1,456−0.3%
86ACWIISHARES TR$155.670.83%$44.4M0.19%+164,543+105.0%
87SCHWSCHWAB CHARLES CORP$88.840.95%$41.6M0.18%+7,656+1.8%
88IWOISHARES TR$366.27-4.34%$41.6M0.18%6,782−4.9%
89BILSPDR SERIES TRUST$91.450.04%$40.8M0.18%+159,886+56.0%
90ABBVABBVIE INC$227.231.02%$39.5M0.17%1,839−1.0%
91AGGISHARES TR$98.17-0.50%$38.9M0.17%+55,564+16.5%
92TECHBIO-TECHNE CORP$52.741.43%$38.6M0.17%+45,568+6.6%
93USFRWISDOMTREE TR$50.400.01%$37.4M0.16%+602,562+427.9%
94XLESELECT SECTOR SPDR TR$57.67-1.84%$37.4M0.16%+39,485+6.9%
95UBERUBER TECHNOLOGIES INC$70.71-2.08%$35.6M0.15%182,346−26.9%
96MCDMCDONALDS CORP$279.842.61%$34.4M0.15%+1,919+1.8%
97AVDVAMERICAN CENTY ETF TR$105.99-3.19%$34.0M0.15%48,625−12.5%
98COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$33.8M0.15%+384+1.1%
99IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$33.2M0.14%+11,932+9.5%
100RTXRTX CORPORATION$180.990.88%$32.9M0.14%8,502−4.8%
101MRKMERCK & CO INC$31.9M0.14%+17,397+7.1%
102GSGOLDMAN SACHS GROUP INC$31.7M0.14%+3,096+9.0%
103AMATAPPLIED MATLS INC$31.6M0.14%1,804−1.9%
104HONHONEYWELL INTL INC$31.6M0.14%+55,524+66.0%
105GLWCORNING INC$31.5M0.14%50,791−18.0%
106BCIABRDN ETFS$31.3M0.14%+316,307+32.6%
107VIGIVANGUARD WHITEHALL FDS$29.7M0.13%276,343−45.1%
108FBTCFIDELITY WISE ORIGIN BITCOIN$29.4M0.13%+9,413+1.9%
109BWXTBWX TECHNOLOGIES INC$28.2M0.12%6,975−4.8%
110NEENEXTERA ENERGY INC$28.2M0.12%47,506−13.5%
111AMEAMETEK INC$28.1M0.12%+1,151+0.9%
112DEDEERE & CO$27.7M0.12%+667+1.4%
113FLJPFRANKLIN TEMPLETON ETF TR$27.1M0.12%+750,218NEW
114ICEINTERCONTINENTAL EXCHANGE IN$26.7M0.12%+16,177+10.6%
115PGPROCTER & GAMBLE CO$26.7M0.12%+7,834+4.4%
116ENTGENTEGRIS INC$26.5M0.11%+183,399+426.4%
117VBKVANGUARD INDEX FDS$26.1M0.11%+2,814+3.4%
118KOCOCA COLA CO$26.0M0.11%+58,846+20.9%
119SSNCSS&C TECH HLDGS$26.0M0.11%+68,806+21.8%
120ARKKARK ETF TR$25.7M0.11%+6,433+1.7%
121BCSFBAIN CAP SPECIALTY FIN INC$25.7M0.11%+324,740+18.6%
122USEWEA SERIES TRUST$25.5M0.11%1,450−0.3%
123QCOMQUALCOMM INC$25.4M0.11%+5,461+2.8%
124CLHCLEAN HARBORS INC$25.3M0.11%16,558−15.8%
125APHAMPHENOL CORP$25.2M0.11%19,219−8.8%
126EFGISHARES TR$25.1M0.11%+1,157+0.5%
127BMYBRISTOL-MYERS SQUIBB CO$25.0M0.11%+58,269+16.5%
128VXUSVANGUARD STAR FDS$25.0M0.11%80,385−19.9%
129EOGEOG RES INC$25.0M0.11%+55,155+46.9%
130PMPHILIP MORRIS INTL INC$24.8M0.11%+13,997+10.3%
131CNCCENTENE CORP DEL$24.7M0.11%21,951−2.8%
132ARXACCELERANT HOLDINGS$24.6M0.11%+1,839,620NEW
133MUBISHARES TR$24.5M0.11%+6,268+2.8%
134RBCRBC BEARINGS INC$24.3M0.11%580−1.3%
135UGIUGI CORP NEW$23.5M0.10%+6,549+1.0%
136IWRISHARES TR$23.5M0.10%6,696−2.7%
137BXSLBLACKSTONE SECD LENDING FD$23.3M0.10%+404,145+73.9%
138NUENUCOR CORP$23.2M0.10%+19,506+16.7%
139BRK/ABERKSHIRE HATHAWAY INC DEL$23.0M0.10%+3+10.3%
140WMT2WELLS FARGO & CO$22.7M0.10%11,909−4.0%
141TJXTJX COS INC NEW$22.4M0.10%682−0.5%
142BROBROWN & BROWN INC$22.0M0.10%+28,931+9.4%
143VGTVANGUARD WORLD FD$21.9M0.09%+1,606+5.4%
144INTUINTUIT$21.9M0.09%+35,203+227.2%
145DELLDELL TECHNOLOGIES INC$21.8M0.09%676−0.5%
146ABTABBOTT LABORATORIES$21.8M0.09%+12,571+6.3%
147DISDISNEY WALT CO$21.6M0.09%+91,268+51.4%
148TMOTHERMO FISHER SCIENTIFIC INC$21.5M0.09%+1,516+3.6%
149NFLXNETFLIX INC.$21.1M0.09%+41,899+20.6%
150VYMVANGUARD WHITEHALL FDS$20.6M0.09%+25,343+22.2%
151VZVERIZON COMMUNICATIONS INC$19.8M0.09%24,789−5.9%
152SPHQINVESCO EXCHANGE TRADED FD T$19.7M0.09%+9,002+3.5%
153WCNWASTE CONNECTIONS INC$19.6M0.09%+15,562+14.7%
154KMIKINDER MORGAN INC DEL$19.5M0.08%+1,734+0.3%
155BBDCBARINGS BDC INC$19.1M0.08%+369,642+18.9%
156PAUGINNOVATOR ETFS TRUST$19.1M0.08%12,620−2.7%
157FNFABRINET$19.1M0.08%900−2.4%
158CAECAE INC$19.0M0.08%+9,710+1.4%
159LMTLOCKHEED MARTIN CORP$18.8M0.08%+1,393+4.7%
160CBCHUBB LTD SWITZ$18.7M0.08%4,258−6.9%
161LOWLOWES COS INC$18.7M0.08%+24,087+43.7%
162INGRINGREDION INC$18.5M0.08%+16,515+11.2%
163MGVVANGUARD WORLD FD$18.3M0.08%+700+0.6%
164DVYEISHARES INC$18.2M0.08%+2,175+0.4%
165BGBUNGE GLOBAL SA$18.1M0.08%+69,111+94.5%
166IVWISHARES TR$17.9M0.08%11,097−6.5%
167IWBISHARES TR$17.9M0.08%+2,078+4.3%
168FCXFREEPORT MCMORAN INC$17.9M0.08%+11,102+3.8%
169ZSZSCALER INC$17.9M0.08%+193+0.2%
170EMREMERSON ELEC CO$17.8M0.08%36,550−21.1%
171VBVANGUARD INDEX FDS$17.7M0.08%+4,471+7.1%
172HSICSCHEIN HENRY INC$17.7M0.08%+1,193+0.5%
173PFEPFIZER INC$17.6M0.08%433,860−40.8%
174MDTMEDTRONIC PLC$17.4M0.08%+24,747+14.2%
175MOALTRIA GROUP INC$17.3M0.08%28,056−9.8%
176XLKSELECT SECTOR SPDR TR$17.2M0.07%2,233−1.7%
177BKLNINVESCO EXCH TRADED FD TR II$17.2M0.07%+54,797+7.0%
178ACNACCENTURE PLC IRELAND$17.1M0.07%+20,853+31.9%
179SOLSSOLSTICE ADVANCED MATLS INC$17.0M0.07%6,515−2.8%
180HALOHALOZYME THERAPEUTICS INC$16.8M0.07%+36,682+16.5%
181AOSSMITH A O CORP$16.8M0.07%+47,616+23.1%
182JEPIJ P MORGAN EXCHANGE TRADED F$16.5M0.07%+9,102+3.2%
183NVSNOVARTIS AG$16.4M0.07%+598+0.6%
184MUMICRON TECHNOLOGY INC$16.2M0.07%+22,026+85.1%
185AMGNAMGEN INC$16.1M0.07%500−1.1%
186CCICROWN CASTLE INC$16.1M0.07%+173,110+710.7%
187GEWEA SERIES TRUST$16.0M0.07%HELD
188BXBLACKSTONE INC$16.0M0.07%+12,625+9.8%
189MGKVANGUARD WORLD FD$15.9M0.07%+42,272+3867.5%
190DVYISHARES TR$15.6M0.07%+3,895+3.9%
191PSEPINNOVATOR ETFS TRUST$15.6M0.07%HELD
192TSMTAIWAN SEMICONDUCTOR MANUFAC$15.5M0.07%+2,222+5.1%
193EPDENTERPRISE PRODS PARTNERS L$15.2M0.07%22,690−5.3%
194VTIPVANGUARD MALVERN FDS$15.2M0.07%+65,100+27.2%
195ETENERGY TRANSFER L P$15.2M0.07%+91,623+13.2%
196AXPAMERICAN EXPRESS CO$15.0M0.06%+733+1.5%
197DCREDOUBLELINE ETF TRUST$14.7M0.06%+200,762+245.1%
198TGTTARGET CORP$14.5M0.06%+91,058+67.6%
199SHOPSHOPIFY INC$14.4M0.06%8,694−6.7%
200AKREPROFESIONALLY MANAGED PORTFO$14.4M0.06%37,572−12.1%
201PYPLPAYPAL HLDGS INC$14.4M0.06%+179,582+129.9%
202ABALLIANCEBERNSTEIN HLDG L P$14.2M0.06%1,004−0.3%
203NOCNORTHROP GRUMMAN CORP$13.7M0.06%3,813−16.0%
204EEMISHARES TR$13.6M0.06%+7,498+3.2%
205HDHOME DEPOT INC$13.5M0.06%222−0.5%
206VTWOVANGUARD SCOTTSDALE FDS$13.2M0.06%3,080−2.3%
207VLUEISHARES TR$12.9M0.06%6,072−6.3%
208KBRKBR INC$12.9M0.06%+323,092+1324.8%
209GBTCGRAYSCALE BITCOIN TRUST ETF$12.9M0.06%192−0.1%
210LINLINDE PLC$12.8M0.06%+1,412+5.8%
211SGISOMNIGROUP INTERNATIONAL INC$12.6M0.05%+218,754+412.4%
212SLVISHARES SILVER TR$12.6M0.05%132,317−41.6%
213ITWILLINOIS TOOL WKS INC$12.6M0.05%+6,528+15.7%
214WMWASTE MGMT INC DEL$12.5M0.05%870−1.6%
215VFHVANGUARD WORLD FD$12.5M0.05%+8,059+8.4%
216BIIBBIOGEN INC$12.4M0.05%85,276−55.8%
217EVREVERCORE INC$12.2M0.05%+70+0.2%
218PEVERPURE INC$12.2M0.05%+17,931+9.5%
219CPRTCOPART INC$12.1M0.05%+213,315+141.2%
220SLBSLB LIMITED$11.9M0.05%5,833−2.5%
221IJTISHARES TR$11.8M0.05%+2,304+2.9%
222CGDVCAPITAL GROUP DIVIDEND VALUE$11.8M0.05%479−0.2%
223NTRNUTRIEN LTD$11.8M0.05%798−0.5%
224ATOATMOS ENERGY CORP$11.7M0.05%+1,814+2.9%
225DFAEDIMENSIONAL ETF TRUST$11.6M0.05%7,685−2.2%
226BTCOINVESCO GALAXY BITCOIN ETF$11.6M0.05%HELD
227VLOVALERO ENERGY CORP$11.6M0.05%+386+0.8%
228IWNISHARES TR$11.6M0.05%+7,458+13.9%
229XYZBLOCK INC$11.4M0.05%+16,285+9.4%
230FASTFASTENAL CO$11.4M0.05%33,865−12.1%
231NSCNORFOLK SOUTHN CORP$11.2M0.05%+43+0.1%
232SCLSTEPAN CO$11.2M0.05%+47+0.0%
233GMGENERAL MTRS CO$11.1M0.05%5,357−3.5%
234CRWDCROWDSTRIKE HLDGS INC$11.1M0.05%105−0.4%
235ECLECOLAB INC$11.0M0.05%1,309−3.1%
236SPGIS&P GLOBAL INC$11.0M0.05%+11,208+76.9%
237AVLCAMERICAN CENTY ETF TR$10.9M0.05%+26,575+23.3%
238AVIGAMERICAN CENTY ETF TR$10.8M0.05%+57,784+28.5%
239MDLZMONDELEZ INTL INC$10.8M0.05%+75,398+68.2%
240PPLPPL CORP$10.8M0.05%+2,877+1.0%
241WOOFPETCO HEALTH & WELLNESS CO I$10.7M0.05%+1,348,988+53.6%
242ZTSZOETIS INC$10.6M0.05%+81,414+182.6%
243GWWWW GRAINGER INC$10.4M0.05%36−0.4%
244ESGVVANGUARD WORLD FD$10.4M0.05%+738+0.8%
245SCHESCHWAB STRATEGIC TR$10.4M0.05%17,388−5.2%
246RSPGINVESCO EXCHANGE TRADED FD T$10.4M0.04%+94,614NEW
247DKNGDRAFTKINGS INC NEW$10.4M0.04%76,062−13.7%
248CRMSALESFORCE INC$10.3M0.04%4,609−7.5%
249INTCINTEL CORP$10.2M0.04%+1,395+0.6%
250JPSTJ P MORGAN EXCHANGE TRADED F$10.2M0.04%28,112−12.2%
251SPYVSPDR SERIES TRUST$10.2M0.04%7,677−4.1%
252ADPAUTOMATIC DATA PROCESSING IN$10.2M0.04%+10,733+27.5%
253DOVDOVER CORP$10.1M0.04%733−1.5%
254SYYSYSCO CORP$10.0M0.04%+59,205+73.4%
255AMDADVANCED MICRO DEVICES INC$10.0M0.04%22−0.0%
256USMVISHARES TR$9.9M0.04%3,401−3.1%
257APDAIR PRODUCTS AND CHEMICALS I$9.9M0.04%+1,572+4.8%
258LWAYLIFEWAY FOODS INC$9.8M0.04%HELD
259SMHVANECK ETF TRUST$9.8M0.04%+829+3.3%
260XLFSELECT SECTOR SPDR TR$9.8M0.04%2,685−1.3%
261VCSHVANGUARD SCOTTSDALE FDS$9.7M0.04%+72,445+145.6%
262IUSGISHARES TR$9.6M0.04%1,508−2.4%
263APPAPPLOVIN CORP$9.6M0.04%+536+2.3%
264CTASCINTAS CORP$9.5M0.04%+25,993+85.8%
265DIVBISHARES TR$9.5M0.04%+280+0.2%
266MLPXGLOBAL X FDS$9.5M0.04%+28,484+28.6%
267AIGAMERICAN INTL GROUP INC$9.5M0.04%+2,419+2.0%
268CINFCINCINNATI FINL CORP$9.5M0.04%576−1.0%
269GDGENERAL DYNAMICS CORP$9.3M0.04%6,673−19.7%
270GEGE AEROSPACE$9.3M0.04%+961+3.0%
271VGKVANGUARD INTL EQUITY INDEX F$9.3M0.04%+33,658+42.5%
272MDYSTATE STR SPDR S&P MIDCAP 40$9.1M0.04%11,526−43.8%
273BSMBLACK STONE MINERALS L P$9.1M0.04%+3,620+0.6%
274SCHBSCHWAB STRATEGIC TR$9.1M0.04%+1,800+0.5%
275ASMLASML HLDG NV$9.0M0.04%+2,252+46.4%
276GILDGILEAD SCIENCES INC$8.9M0.04%+2,422+3.9%
277ETNEATON CORP PLC$8.9M0.04%+2,082+9.1%
278EXCEXELON CORP$8.9M0.04%89,692−33.1%
279TELTE CONNECTIVITY PLC$8.8M0.04%+1,520+3.8%
280IVEISHARES TR$8.7M0.04%+1,746+4.4%
281HUMHUMANA INC$8.7M0.04%+42,753+98.2%
282TMUST-MOBILE US INC$8.7M0.04%2,166−5.0%
283TFCTRUIST FINL CORP$8.7M0.04%+1,600+0.9%
284USBUS BANCORP$8.6M0.04%+5,153+3.2%
285TSLXSIXTH STREET SPECIALTY LENDI$8.6M0.04%+62,831+15.5%
286DGROISHARES TR$8.5M0.04%+3,038+2.6%
287CEGCONSTELLATION ENERGY CORP$8.5M0.04%+750+2.5%
288ESSESSEX PPTY TR INC$8.4M0.04%+11,238+48.2%
289MTBM & T BK CORP$8.4M0.04%+297+0.7%
290EDCONSOLIDATED EDISON INC$8.4M0.04%+5,355+7.8%
291EXPDEXPEDITORS INTL WASH INC$8.4M0.04%+780+1.3%
292PPGPPG INDS INC$8.4M0.04%+74,073+1801.8%
293BWZSPDR SERIES TRUST$8.3M0.04%+128,101+70.5%
294ULUNILEVER PLC$8.3M0.04%+4,909+3.5%
295FRTFEDERAL RLTY INVT TR NEW$8.3M0.04%+37,825+93.9%
296PNRPENTAIR PLC$8.3M0.04%+3,532+3.9%
297SCHGSCHWAB STRATEGIC TR$8.3M0.04%+1,710+0.6%
298MPLXMPLX LP$8.1M0.04%+41,477+41.3%
299KVUEKENVUE INC$8.1M0.03%+309,849+195.0%
300PNCPNC FINL SVCS GROUP INC$8.0M0.03%96−0.2%
301UNPUNION PAC CORP$8.0M0.03%+1,113+3.5%
302AFLAFLAC INC$8.0M0.03%3,559−4.7%
303WULFTERAWULF INC$7.8M0.03%+7,303+1.4%
304WSTWEST PHARMACEUTICAL SVSC INC$7.8M0.03%+3,288+11.8%
305RSPSINVESCO EXCHANGE TRADED FD T$7.8M0.03%+263,040NEW
306ICFISHARES TR$7.7M0.03%+15,511+14.1%
307COINCOINBASE GLOBAL INC$7.7M0.03%+7,013+18.9%
308UCBUNITED CMNTY BKS BLAIRSVLE G$7.7M0.03%45,221−15.8%
309XMESPDR SERIES TRUST$7.6M0.03%+7,939+12.6%
310SCHVSCHWAB STRATEGIC TR$7.6M0.03%+27,795+12.5%
311HOODROBINHOOD MKTS INC$7.6M0.03%3,688−3.3%
312BGBBLACKSTONE STRATEGIC CRED 20$7.6M0.03%+40,580+6.4%
313PHPARKER-HANNIFIN CORP$7.4M0.03%3,370−28.9%
314FXAINVESCO CURRENCYSHARES AUSTR$7.4M0.03%+12,392+12.9%
315TWTRADEWEB MKTS INC$7.4M0.03%+63,079NEW
316OREALTY INCOME CORP$7.2M0.03%+29,649+33.7%
317SCHMSCHWAB STRATEGIC TR$7.2M0.03%2,137−0.9%
318RSPHINVESCO EXCHANGE TRADED FD T$7.1M0.03%+235,715NEW
319SPDWSPDR INDEX SHS FDS$7.0M0.03%+394+0.3%
320HSYHERSHEY CO$7.0M0.03%+369+1.1%
321LHXL3HARRIS TECHNOLOGIES INC$6.9M0.03%1,317−6.2%
322PJANINNOVATOR ETFS TRUST$6.9M0.03%+42,567+40.1%
323BLKBLACKROCK INC$6.9M0.03%351−4.7%
324DFAIDIMENSIONAL ETF TRUST$6.9M0.03%21,303−10.8%
325VBILVANGUARD INSTL INDEX FD$6.8M0.03%80,196−47.1%
326KDECINNOVATOR ETFS TRUST$6.7M0.03%+33,904+14.8%
327HRLHORMEL FOODS CORP$6.7M0.03%+53,978+22.1%
328IPINTERNATIONAL PAPER CO$6.6M0.03%+163,328+786.1%
329XELXCEL ENERGY INC$6.5M0.03%42,488−34.3%
330KLACKLA CORP$6.5M0.03%+749+19.3%
331SOFISOFI TECHNOLOGIES INC$6.4M0.03%3,908−1.0%
332NDSNNORDSON CORP$6.3M0.03%15,695−39.9%
333COPCONOCOPHILLIPS$6.3M0.03%363−0.8%
334SDYSPDR SERIES TRUST$6.3M0.03%6,228−12.7%
335STZCONSTELLATION BRANDS INC$6.1M0.03%+32,374+76.3%
336VCITVANGUARD SCOTTSDALE FDS$6.1M0.03%+3,286+4.7%
337SBUXSTARBUCKS CORP$6.0M0.03%+9,835+17.3%
338TRGPTARGA RES CORP$6.0M0.03%+8,888+59.4%
339LRCXLAM RESEARCH CORP$5.9M0.03%+5,956+27.7%
340POCTINNOVATOR ETFS TRUST$5.8M0.03%3,915−2.8%
341PJULINNOVATOR ETFS TRUST$5.8M0.03%+14,356+12.9%
342IJSISHARES TR$5.8M0.02%1,372−2.7%
343ROPROPER TECHNOLOGIES INC$5.7M0.02%+8,515+111.0%
344GDXVANECK ETF TRUST$5.7M0.02%13,572−17.7%
345WMBWILLIAMS COS INC$5.7M0.02%+14,310+22.3%
346MSMORGAN STANLEY$5.7M0.02%+2,443+7.6%
347GEVGE VERNOVA INC$5.7M0.02%+786+13.7%
348XLISELECT SECTOR SPDR TR$5.7M0.02%+1,181+3.5%
349BDCBELDEN INC$5.6M0.02%3,061−5.9%
350TROWPRICE T ROWE GROUP INC$5.6M0.02%+4,704+8.1%
351DHRDANAHER CORP DEL$5.6M0.02%1,428−4.6%
352BENFRANKLIN RESOURCES INC$5.6M0.02%+14,148+6.5%
353EWJISHARES INC$5.4M0.02%10,959−14.5%
354NKENIKE INC$5.4M0.02%930−0.9%
355VSGXVANGUARD WORLD FD$5.4M0.02%+2,084+2.8%
356VOEVANGUARD INDEX FDS$5.4M0.02%72,123−71.0%
357NLRVANECK ETF TRUST$5.4M0.02%4,030−9.0%
358ADSKAUTODESK INC$5.4M0.02%+56,869+1940.9%
359WESWESTERN MIDSTREAM PARTNERS L$5.4M0.02%+29,419+29.3%
360TRVTRAVELERS COMPANIES INC$5.3M0.02%+394+2.2%
361MKCMCCORMICK & CO INC$5.3M0.02%+32,522+45.0%
362MRVLMARVELL TECHNOLOGY INC$5.3M0.02%+5,523+11.6%
363ERIEERIE INDTY CO$5.2M0.02%1,728,452−98.8%
364ESEVERSOURCE ENERGY$5.2M0.02%+75,226NEW
365FDXFEDEX CORP$5.2M0.02%179−1.2%
366VNQVANGUARD INDEX FDS$5.2M0.02%+856+1.5%
367KKRKKR & CO INC$5.2M0.02%+14,326+34.6%
368BTCGRAYSCALE BITCOIN MINI TR ET$5.1M0.02%+170,983NEW
369DIASTATE STR SPDR DOW JONES IND$5.1M0.02%+676+6.4%
370LENLENNAR CORP$5.1M0.02%1,325−2.2%
371OKEONEOK INC NEW$5.0M0.02%+13,973+33.4%
372AONAON PLC$5.0M0.02%155−1.0%
373ESGDISHARES TR$5.0M0.02%+1,326+2.6%
374IWPISHARES TR$4.9M0.02%+4,804+14.2%
375CLCOLGATE PALMOLIVE CO$4.9M0.02%50,595−46.6%
376ISHGISHARES TR$4.9M0.02%+13,250+25.0%
377SYKSTRYKER CORPORATION$4.9M0.02%709−4.6%
378TPLTEXAS PACIFIC LAND CORPORATI$4.8M0.02%2,187−17.7%
379FIGFIGMA INC$4.8M0.02%+228,076NEW
380MMM3M CO$4.8M0.02%2,163−6.1%
381XLVSELECT SECTOR SPDR TR$4.8M0.02%14,678−31.1%
382CIBRFIRST TR EXCHANGE-TRADED FD$4.8M0.02%+27,474+56.9%
383VGLTVANGUARD SCOTTSDALE FDS$4.7M0.02%+5,147+6.4%
384ETWEATON VANCE TAX-MANAGED GLOB$4.7M0.02%3,364−0.6%
385ETHAISHARES ETHEREUM TR$4.7M0.02%+30,371+11.5%
386CCITIGROUP INC$4.6M0.02%+2,957+7.8%
387TAT&T INC$4.6M0.02%+11,895+8.1%
388BDECINNOVATOR ETFS TRUST$4.6M0.02%HELD
389ROSTROSS STORES INC$4.6M0.02%+333+1.6%
390XPELXPEL INC$4.6M0.02%HELD
391OVLYOAK VY BANCORP OAKDALE CALIF$4.5M0.02%HELD
392COWZPACER FDS TR$4.5M0.02%+9,631+15.4%
393IYWISHARES TR$4.5M0.02%+2,184+9.7%
394CAHCARDINAL HEALTH INC$4.4M0.02%18,334−46.6%
395GAPGAP INC$4.4M0.02%+1,499+0.8%
396ADBEADOBE INC$4.4M0.02%694−3.7%
397COMPCOMPASS INC$4.3M0.02%+342,541+136.5%
398CMCSACOMCAST CORP NEW$4.3M0.02%+32,941+28.0%
399WDGFWISDOMTREE TR$4.3M0.02%+131,742NEW
400TMHCTAYLOR MORRISON HOME CORP$4.3M0.02%146−0.2%
401PMARINNOVATOR ETFS TRUST$4.2M0.02%+13,226+16.1%
402SRESEMPRA$4.2M0.02%78,841−64.9%
403FNDASCHWAB STRATEGIC TR$4.2M0.02%8,801−6.3%
404BWAYBRAINSWAY LTD$4.2M0.02%+157,462+100.0%
405SGOLETFS GOLD TR$4.1M0.02%16,545−15.2%
406DLNWISDOMTREE TR$4.1M0.02%+202+0.4%
407MSIMOTOROLA SOLUTIONS INC$4.1M0.02%+605+6.9%
408IGVISHARES TR$4.1M0.02%+19,056+60.4%
409FTSMFIRST TR EXCHANGE-TRADED FD$4.0M0.02%+5,814+9.4%
410ARKGARK ETF TR$4.0M0.02%+20,939+16.0%
411BRCCBRC INC$4.0M0.02%+1,172,370+29.6%
412IWLISHARES TR$4.0M0.02%HELD
413MSTRSTRATEGY INC$3.9M0.02%+2,058+7.0%
414PAAPLAINS ALL AMERN PIPELINE L$3.9M0.02%+49,138+38.8%
415XBISPDR SERIES TRUST$3.9M0.02%+12,092+65.4%
416SPOTSPOTIFY TECHNOLOGY S A$3.9M0.02%610−7.0%
417WPCWP CAREY INC$3.9M0.02%+696+1.2%
418BKNGBOOKING HOLDINGS INC$3.9M0.02%HELD
419AVBAVALONBAY CMNTYS INC$3.9M0.02%4,060−14.7%
420IBKRINTERACTIVE BROKERS GROUP IN$3.9M0.02%+1,443+2.6%
421EMEEMCOR GROUP INC$3.9M0.02%1,323−20.1%
422PANWPALO ALTO NETWORKS INC$3.9M0.02%+60,085+264.3%
423ZBHZIMMER BIOMET HOLDINGS INC$3.8M0.02%+1,541+3.8%
424QQEWFIRST TR EXCHANGE-TRADED FD$3.8M0.02%1,327−4.3%
425AMCRAMCOR PLC$3.8M0.02%+94,664NEW
426NULVNUSHARES ETF TR$3.8M0.02%+1,505+1.9%
427PLABPHOTRONICS INC$3.7M0.02%+2,994+3.4%
428CHDCHURCH & DWIGHT CO INC$3.7M0.02%23,811−37.5%
429MGCVANGUARD WORLD FD$3.7M0.02%8,010−33.8%
430SPMOINVESCO EXCH TRADED FD TR II$3.7M0.02%+4,916+17.5%
431BKBANK NEW YORK MELLON CORP$3.7M0.02%+3,780+13.8%
432XLPSELECT SECTOR SPDR TR$3.7M0.02%1,886−4.0%
433PRPERMIAN RESOURCES CORP$3.7M0.02%116−0.1%
434PLDPROLOGIS INC.$3.6M0.02%9,504−25.6%
435AXRAMREP CORP$3.6M0.02%HELD
436COFCAPITAL ONE FINL CORP$3.6M0.02%+1,867+10.4%
437CMICUMMINS INC$3.6M0.02%479−6.7%
438BABOEING CO$3.6M0.02%+2,068+12.9%
439SCHASCHWAB STRATEGIC TR$3.6M0.02%55,837−31.1%
440MOOVANECK ETF TRUST$3.5M0.02%+15,722+60.3%
441DFUSDIMENSIONAL ETF TRUST$3.5M0.02%408−0.8%
442VRTXVERTEX PHARMACEUTICALS INC$3.5M0.02%+305+4.0%
443RKLBROCKET LAB CORP$3.5M0.02%+9,326+20.6%
444UECURANIUM ENERGY CORP$3.5M0.02%1,585−0.6%
445VTEBVANGUARD MUN BD FDS$3.5M0.01%+13,977+25.3%
446BNBROOKFIELD CORP$3.4M0.01%+3,459+4.2%
447QGROAMERICAN CENTY ETF TR$3.4M0.01%+704+2.2%
448IDEVISHARES TR$3.3M0.01%+1,505+3.9%
449LNGCHENIERE ENERGY INC$3.3M0.01%+2,751+30.5%
450DGIIDIGI INTL INC$3.3M0.01%+36+0.1%
451TAFMAB ACTIVE ETFS INC$3.3M0.01%+131,263NEW
452ADEAADEIA INC$3.3M0.01%+9,428+7.4%
453QLDPROSHARES TR$3.3M0.01%HELD
454PSXPHILLIPS 66$3.2M0.01%1,673−8.7%
455LAMRLAMAR ADVERTISING CO$3.2M0.01%+564+2.3%
456DUOLDUOLINGO INC$3.2M0.01%310−1.0%
457IXUSISHARES TR$3.2M0.01%+14,437+65.2%
458ORLYOREILLY AUTOMOTIVE INC$3.2M0.01%612−1.8%
459DFUVDIMENSIONAL ETF TRUST$3.1M0.01%+1,111+1.7%
460DFATDIMENSIONAL ETF TRUST$3.1M0.01%7,847−13.5%
461URTHISHARES INC$3.1M0.01%901−5.0%
462MPCMARATHON PETE CORP$3.1M0.01%847−6.3%
463DFACDIMENSIONAL ETF TRUST$3.1M0.01%253−0.3%
464JHGJANUS HENDERSON GROUP PLC$3.1M0.01%+795+1.3%
465MASMASCO CORP$3.1M0.01%+1,280+2.6%
466DFINDONNELLEY FINL SOLUTIONS INC$3.1M0.01%131−0.2%
467SUNSUNOCO LP/SUNOCO FIN CORP$3.1M0.01%+19,615+71.3%
468AMLPALPS ETF TR$3.0M0.01%4,028−6.5%
469SPGMSPDR INDEX SHS FDS$3.0M0.01%HELD
470MFCMANULIFE FINL CORP$3.0M0.01%8,498−8.8%
471NMARINNOVATOR ETFS TRUST$3.0M0.01%122,634−54.4%
472SPUSTIDAL TRUST I$3.0M0.01%+80+0.1%
473FXYINVESCO CURRENCYSHARES$3.0M0.01%+6,103+13.3%
474PJTPJT PARTNERS INC$3.0M0.01%+71+0.3%
475VOOGVANGUARD ADMIRAL FDS INC$2.9M0.01%736−9.3%
476KRPKIMBELL RTY PARTNERS LP$2.9M0.01%+47,990+31.2%
477ROKROCKWELL AUTOMATION INC$2.9M0.01%1,626−16.7%
478NTNXNUTANIX INC$2.9M0.01%+47+0.1%
479PGRPROGRESSIVE CORP$2.8M0.01%+646+4.8%
480BILSSPDR SERIES TRUST$2.8M0.01%+9,991+55.5%
481LPGDORIAN LPG LTD$2.8M0.01%+2,132+2.7%
482AMPAMERIPRISE FINL INC$2.7M0.01%169−2.7%
483CRUSCIRRUS LOGIC INC$2.7M0.01%+810+4.5%
484PFFISHARES TR$2.7M0.01%+520+0.6%
485NEMNEWMONT CORP$2.7M0.01%+505+2.0%
486WECWEC ENERGY GROUP INC$2.7M0.01%+9,876+72.4%
487HUTHUT 8 CORP$2.7M0.01%1,009−1.7%
488PRDOPERDOCEO ED CORP$2.7M0.01%+630+0.9%
489PNOVINNOVATOR ETFS TRUST$2.7M0.01%+21,232+48.1%
490MLIMUELLER INDS INC$2.7M0.01%482−2.0%
491HELOJ P MORGAN EXCHANGE TRADED F$2.7M0.01%+10,006+31.5%
492GHCGRAHAM HLDGS CO$2.6M0.01%+8+0.3%
493NOWSERVICENOW INC$2.6M0.01%+4,657+22.6%
494FLRFLUOR CORP$2.6M0.01%+67+0.1%
495SUSAISHARES TR$2.6M0.01%+15+0.1%
496SNDKSANDISK CORP$2.6M0.01%+3,531+229.4%
497IGMISHARES TR$2.6M0.01%+272+1.2%
498PHMPULTE GROUP INC$2.6M0.01%+5,107+30.2%
499JAZZJAZZ PHARMACEUTICALS PLC$2.6M0.01%+6+0.0%
500UTHRUNITED THERAPEUTICS CORP DEL$2.6M0.01%+70+1.6%

Source: SEC EDGAR · accession 0001172661-26-002185. 13F discloses long positions only — shorts, foreign equities, and options are excluded.