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Institutional

DAYMARK WEALTH PARTNERS, LLC

CIK 0001956824
$3.18B
Reported AUM
739
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · DAYMARK WEALTH PARTNERS, LLC · Q1 2026

AI · grounded in 13F

Daymark Wealth Partners, LLC established a new position in Silicon Laboratories Inc SLAB valued at $17.88M. The fund significantly increased its holdings in Booking Holdings Inc BKNG and Palo Alto Networks Inc PANW, with share counts rising 1530.32% and 202.66% respectively. Conversely, the fund reduced its exposure to Lincoln Natl Corp Ind LNC by 81.69% and trimmed its position in Apple Inc AAPL by 6.65%.

Portfolio · Q1 2026

AAPL$205.1MNVDA$174.3MMSFTGOOGLVOOAMZNJPMSHWPGOther$2.00BDL

Top holdings· first 500 of 739

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$338.10-0.58%67.77%128.17%$205.1M6.45%HELD
2NVDANVIDIA CORPORATION$190.16-3.48%13.56%782.99%$174.3M5.48%HELD
3MSFTMICROSOFT CORP$390.50-0.72%-24.89%34.54%$112.5M3.54%HELD
4GOOGLALPHABET INC$336.300.78%76.51%132.04%$90.6M2.85%HELD
5VOOVANGUARD INDEX FDS$670.55-1.53%18.74%73.44%$88.2M2.77%HELD
6AMZNAMAZON COM INC$226.46-1.91%7.50%33.03%$80.1M2.52%HELD
7JPMJPMORGAN CHASE & CO$345.27-3.37%25.84%153.16%$80.0M2.51%HELD
8SHWSHERWIN WILLIAMS CO$344.07-2.88%4.13%21.80%$71.6M2.25%HELD
9PGPROCTER AND GAMBLE CO$146.12-1.85%-0.17%16.67%$68.5M2.15%HELD
10AMGNAMGEN INC$387.64-1.39%36.39%102.46%$53.0M1.67%HELD
11JNJJOHNSON & JOHNSON$265.69-0.39%64.28%77.25%$51.8M1.63%HELD
12AVGOBROADCOM INC$370.73-2.67%31.81%734.42%$44.3M1.39%HELD
13XOMEXXON MOBIL CORP$156.882.51%47.33%239.93%$42.5M1.34%HELD
14RECSCOLUMBIA ETF TR I$43.87-1.46%20.99%82.47%$37.9M1.19%HELD
15JGROJ P MORGAN EXCHANGE TRADED F$88.18-2.42%4.67%110.40%$37.7M1.18%HELD
16SCHZSCHWAB STRATEGIC TR$22.82-0.31%2.37%-1.43%$37.6M1.18%HELD
17JIREJ P MORGAN EXCHANGE TRADED F$81.67-0.54%21.86%79.36%$37.1M1.17%HELD
18JCPBJ P MORGAN EXCHANGE TRADED F$46.26-0.37%3.01%3.51%$35.3M1.11%HELD
19RTXRAYTHEON TECHNOLOGIES CORP$215.36-1.47%40.31%183.53%$34.5M1.08%HELD
20PGRPROGRESSIVE CORP$220.000.22%-2.82%155.24%$33.9M1.07%HELD
21GOOGALPHABET INC$335.921.00%75.60%130.67%$32.6M1.02%HELD
22JAVAJ P MORGAN EXCHANGE TRADED F$80.37-1.12%25.78%74.67%$31.0M0.98%HELD
23QUREQUANTA SVCS INC$40.079.30%189.56%36.74%$30.8M0.97%HELD
24VVISA INC$369.540.80%9.62%67.02%$30.5M0.96%HELD
25COSTCOSTCO WHSL CORP NEW$973.730.74%2.82%125.57%$27.9M0.88%HELD
26IBMINTERNATIONAL BUSINESS MACHS$226.60-0.42%-6.67%103.90%$26.2M0.82%HELD
27GSGOLDMAN SACHS GROUP INC$980.76-5.09%48.56%180.71%$26.2M0.82%HELD
28BRK/BBERKSHIRE HATHAWAY INC DEL$25.4M0.80%HELD
29CSCOCISCO SYS INC$112.53-2.64%75.85%125.29%$25.0M0.78%HELD
30HDHOME DEPOT INC$338.42-1.75%-5.36%19.60%$24.5M0.77%HELD
31SPYSPDR S&P 500 ETF TR$729.62-1.52%$22.9M0.72%HELD
32PHPARKER-HANNIFIN CORP$951.07-4.03%$22.1M0.70%HELD
33USBUS BANCORP DEL$62.82-2.50%$21.3M0.67%HELD
34VBVANGUARD INDEX FDS$293.00-1.66%$20.3M0.64%HELD
35WMTWALMART INC$114.190.97%$19.5M0.61%HELD
36PANWPALO ALTO NETWORKS INC$314.15-1.52%$19.2M0.60%HELD
37PNCPNC FINL SVCS GROUP INC$248.49-1.24%$19.1M0.60%HELD
38CVXCHEVRON CORP NEW$191.902.30%$19.0M0.60%HELD
39ABBVABBVIE INC$263.620.16%$18.4M0.58%HELD
40SLABSILICON LABORATORIES INC$216.44-0.37%$17.9M0.56%HELD
41ORCLORACLE CORP$117.81-1.79%$17.5M0.55%HELD
42RDVYFIRST TR EXCHANGE-TRADED FD$79.81-1.51%$16.9M0.53%HELD
43MMM3M CO$177.95-2.48%$16.9M0.53%HELD
44QCOMQUALCOMM INC$156.16-4.13%$16.5M0.52%HELD
45PSXPHILLIPS 66$206.810.47%$15.8M0.50%HELD
46SYKSTRYKER CORPORATION$352.231.62%$15.3M0.48%HELD
47PYLDPIMCO ETF TR$26.15-0.29%$14.3M0.45%HELD
48LLYLILLY ELI & CO$1211.59-0.74%$13.3M0.42%HELD
49NCPBNUSHARES ETF TR$24.62-0.39%$13.3M0.42%HELD
50CGXUCAPITAL GROUP INTL FOCUS EQT$32.43-1.37%$13.2M0.42%HELD
51ETNEATON CORP PLC$361.85-6.32%$13.0M0.41%HELD
52SPEMSPDR INDEX SHS FDS$49.40-1.36%$12.8M0.40%HELD
53PULSPGIM ETF TR$49.680.00%$12.5M0.39%HELD
54CGGRCAPITAL GROUP GROWTH ETF$43.79-1.75%$12.4M0.39%HELD
55AMDADVANCED MICRO DEVICES INC$429.56-5.51%$12.1M0.38%HELD
56JEMAJ P MORGAN EXCHANGE TRADED F$56.55-2.20%$11.6M0.36%HELD
57MCDMCDONALDS CORP$271.51-0.55%$10.7M0.34%HELD
58BKNGBOOKING HOLDINGS INC$201.301.00%$10.6M0.33%HELD
59PEPPEPSICO INC$143.500.45%$10.5M0.33%HELD
60JPSTJ P MORGAN EXCHANGE TRADED F$50.540.04%$10.5M0.33%HELD
61ASMLASML HOLDING N V$1549.45-2.12%$10.3M0.32%HELD
62KOCOCA COLA CO$89.130.97%$9.8M0.31%HELD
63MRKMERCK & CO INC$130.39-1.08%$9.8M0.31%HELD
64VOVANGUARD INDEX FDS$80.64-0.87%$9.8M0.31%HELD
65TSLATESLA INC$298.44-2.93%$9.6M0.30%HELD
66AVUVAMERICAN CENTY ETF TR$125.12-0.85%$9.6M0.30%HELD
67LHXL3HARRIS TECHNOLOGIES INC$297.53-2.51%$9.6M0.30%HELD
68METAMETA PLATFORMS INC$585.07-1.41%$9.4M0.30%HELD
69IWMISHARES TR$288.64-1.61%$9.3M0.29%HELD
70QQQINVESCO QQQ TR$661.60-2.06%$9.2M0.29%HELD
71GEVGE VERNOVA INC$899.77-4.62%$9.1M0.29%HELD
72BLKBLACKROCK INC$1081.56-1.46%$8.9M0.28%HELD
73JFLXJ P MORGAN EXCHANGE TRADED F$49.85-0.08%$8.9M0.28%HELD
74FDNFIRST TR EXCHANGE-TRADED FD$267.77-0.18%$8.8M0.28%HELD
75AIRRFIRST TR EXCHANGE-TRADED FD$110.36-4.88%$8.8M0.28%HELD
76EMREMERSON ELEC CO$145.73-4.01%$8.6M0.27%HELD
77GEGENERAL ELECTRIC CO$350.79-3.52%$8.5M0.27%HELD
78SDVYFIRST TR EXCHANGE-TRADED FD$43.66-1.09%$7.9M0.25%HELD
79JPIEJ P MORGAN EXCHANGE TRADED F$45.84-0.04%$7.6M0.24%HELD
80CBCHUBB LIMITED$361.87-0.45%$7.6M0.24%HELD
81HONHONEYWELL INTL INC$241.12-2.40%$7.5M0.24%HELD
82AMATAPPLIED MATLS INC$436.45-8.40%$7.4M0.23%HELD
83HELOJ P MORGAN EXCHANGE TRADED F$67.07-0.99%$7.3M0.23%HELD
84VZVERIZON COMMUNICATIONS INC$47.24-1.97%$7.2M0.23%HELD
85IVEISHARES TR$232.36-0.88%$7.1M0.22%HELD
86STESTERIS PLC$234.831.95%$7.0M0.22%HELD
87FITBFIFTH THIRD BANCORP$56.57-2.13%$7.0M0.22%HELD
88TGTTARGET CORP$145.921.19%$7.0M0.22%HELD
89SJMSMUCKER J M CO$126.352.69%$7.0M0.22%HELD
90ABTABBOTT LABS$108.070.75%$6.9M0.22%HELD
91FBTFIRST TR EXCHANGE-TRADED FD$250.47-0.33%$6.8M0.21%HELD
92CRMSALESFORCE INC$188.463.83%$6.7M0.21%HELD
93MISLFIRST TR EXCHANGE-TRADED FD$42.45-3.94%$6.6M0.21%HELD
94JHHYJOHN HANCOCK EXCHANGE TRADED$25.34-0.80%$6.6M0.21%HELD
95KRKROGER CO$59.871.15%$6.5M0.20%HELD
96CATCATERPILLAR INC$783.18-6.86%$6.4M0.20%HELD
97IVVISHARES TR$733.37-1.46%$6.3M0.20%HELD
98NOCNORTHROP GRUMMAN CORP$535.05-2.58%$6.3M0.20%HELD
99FTXLFIRST TR EXCHANGE TRADED FD$200.07-5.92%$6.3M0.20%HELD
100XTISHARES TR$77.22-1.79%$6.2M0.20%HELD
101BBINJ P MORGAN EXCHANGE TRADED F$5.9M0.19%HELD
102DUKDUKE ENERGY CORP NEW$5.9M0.18%HELD
103LOWLOWES COS INC$5.7M0.18%HELD
104BNDVANGUARD BD INDEX FDS$5.7M0.18%HELD
105FTSMFIRST TR EXCHANGE-TRADED FD$5.5M0.17%HELD
106BMYBRISTOL-MYERS SQUIBB CO$5.5M0.17%HELD
107UNPUNION PAC CORP$5.5M0.17%HELD
108CSPFCOHEN & STEERS ETF TRUST$5.5M0.17%HELD
109VVVANGUARD INDEX FDS$5.4M0.17%HELD
110MTBM & T BK CORP$5.3M0.17%HELD
111DISDISNEY WALT CO$5.3M0.17%HELD
112MDYSPDR S&P MIDCAP 400 ETF TR$5.3M0.17%HELD
113JEPIJ P MORGAN EXCHANGE TRADED F$5.2M0.16%HELD
114XLKSELECT SECTOR SPDR TR$5.0M0.16%HELD
115NVSNOVARTIS AG$5.0M0.16%HELD
116NEENEXTERA ENERGY INC$5.0M0.16%HELD
117PFEPFIZER INC$4.9M0.15%HELD
118IVWISHARES TR$4.8M0.15%HELD
119LMTLOCKHEED MARTIN CORP$4.8M0.15%HELD
120WMT2WELLS FARGO CO NEW$4.8M0.15%HELD
121TMOTHERMO FISHER SCIENTIFIC INC$4.8M0.15%HELD
122SCHWSCHWAB CHARLES CORP$4.7M0.15%HELD
123FTXOFIRST TR EXCHANGE TRADED FD$4.7M0.15%HELD
124MDTMEDTRONIC PLC$4.6M0.15%HELD
125PMPHILIP MORRIS INTL INC$4.6M0.15%HELD
126MAMASTERCARD INCORPORATED$4.6M0.14%HELD
127PPGPPG INDS INC$4.5M0.14%HELD
128ADIANALOG DEVICES INC$4.4M0.14%HELD
129FDXFEDEX CORP$4.4M0.14%HELD
130VUGVANGUARD INDEX FDS$4.4M0.14%HELD
131XLCSELECT SECTOR SPDR TR$4.4M0.14%HELD
132SBUXSTARBUCKS CORP$4.4M0.14%HELD
133GILDGILEAD SCIENCES INC$4.3M0.14%HELD
134BRK/ABERKSHIRE HATHAWAY INC DEL$4.3M0.14%HELD
135EMLPFIRST TR EXCHANGE TRADED FD$4.2M0.13%HELD
136EPDENTERPRISE PRODS PARTNERS L$4.2M0.13%HELD
137FEOERBB FUND TRUST$4.2M0.13%HELD
138INTCINTEL CORP$4.1M0.13%HELD
139TJXTJX COS INC NEW$4.0M0.13%HELD
140LINLINDE PLC$4.0M0.12%HELD
141SOSOUTHERN CO$3.9M0.12%HELD
142DGXQUEST DIAGNOSTICS INC$3.9M0.12%HELD
143CMICUMMINS INC$3.9M0.12%HELD
144ETENERGY TRANSFER L P$3.9M0.12%HELD
145VEUVANGUARD INTL EQUITY INDEX F$3.8M0.12%HELD
146JCIJOHNSON CTLS INTL PLC$3.8M0.12%HELD
147AFLAFLAC INC$3.7M0.12%HELD
148FEFIRSTENERGY CORP$3.6M0.11%HELD
149VTIVANGUARD INDEX FDS$3.6M0.11%HELD
150JMUBJ P MORGAN EXCHANGE TRADED F$3.6M0.11%HELD
151FVFIRST TR EXCHANGE-TRADED FD$3.5M0.11%HELD
152AXPAMERICAN EXPRESS CO$3.5M0.11%HELD
153DEDEERE & CO$3.4M0.11%HELD
154GLDSPDR GOLD TR$3.4M0.11%HELD
155CARRCARRIER GLOBAL CORPORATION$3.4M0.11%HELD
156VGTVANGUARD WORLD FDS$3.4M0.11%HELD
157TPLTEXAS PACIFIC LAND CORPORATI$3.4M0.11%HELD
158NFLXNETFLIX INC$3.3M0.10%HELD
159IEFISHARES TR$3.3M0.10%HELD
160ISRGINTUITIVE SURGICAL INC$3.2M0.10%HELD
161JEPQJ P MORGAN EXCHANGE TRADED F$3.2M0.10%HELD
162GDGENERAL DYNAMICS CORP$3.1M0.10%HELD
163CINFCINCINNATI FINL CORP$3.1M0.10%HELD
164VWOVANGUARD INTL EQUITY INDEX F$3.1M0.10%HELD
165VYMVANGUARD WHITEHALL FDS$3.1M0.10%HELD
166LNCLINCOLN NATL CORP IND$2.9M0.09%HELD
167FTXRFIRST TR EXCHANGE TRADED FD$2.9M0.09%HELD
168JVALJ P MORGAN EXCHANGE TRADED F$2.9M0.09%HELD
169EFAISHARES TR$2.9M0.09%HELD
170CRWDCROWDSTRIKE HLDGS INC$2.9M0.09%HELD
171BACBANK AMERICA CORP$2.8M0.09%HELD
172EQTEQT CORP$2.8M0.09%HELD
173VTEBVANGUARD MUN BD FDS$2.8M0.09%HELD
174UITBVICTORY PORTFOLIOS II$2.7M0.09%HELD
175CTRACOTERRA ENERGY INC$2.7M0.09%HELD
176WCMIFIRST TR EXCHANGE-TRADED FD$2.7M0.08%HELD
177FTCSFIRST TR EXCHANGE-TRADED FD$2.6M0.08%HELD
178SCIOFIRST TR EXCHANGE-TRADED FD$2.6M0.08%HELD
179XBFRINNOVATOR ETFS TRUST$2.6M0.08%HELD
180DHRDANAHER CORPORATION$2.5M0.08%HELD
181TSMTAIWAN SEMICONDUCTOR MFG LTD$2.5M0.08%HELD
182ADBEADOBE SYSTEMS INCORPORATED$2.4M0.08%HELD
183VLOVALERO ENERGY CORP$2.4M0.08%HELD
184IJHISHARES TR$2.4M0.08%HELD
185VTVANGUARD INTL EQUITY INDEX F$2.4M0.07%HELD
186MPLXMPLX LP$2.4M0.07%HELD
187FXOFIRST TR EXCHANGE-TRADED FD$2.4M0.07%HELD
188FLEXFLEX LTD$2.4M0.07%HELD
189NSCNORFOLK SOUTHN CORP$2.3M0.07%HELD
190CSRECOHEN & STEERS ETF TRUST$2.3M0.07%HELD
191MPCMARATHON PETE CORP$2.3M0.07%HELD
192BXBLACKSTONE INC$2.3M0.07%HELD
193XBISPDR SER TR$2.3M0.07%HELD
194VTESVANGUARD WELLINGTON FD$2.3M0.07%HELD
195PLTRPALANTIR TECHNOLOGIES INC$2.2M0.07%HELD
196LHLABCORP HOLDINGS INC$2.2M0.07%HELD
197FMHIFIRST TR EXCH TRADED FD III$2.2M0.07%HELD
198GLOFISHARES TR$2.2M0.07%HELD
199CVSCVS HEALTH CORP$2.2M0.07%HELD
200ICEINTERCONTINENTAL EXCHANGE INC$2.1M0.07%HELD
201VCTRVICTORY CAP HLDGS INC$2.1M0.07%HELD
202BEBLOOM ENERGY CORP$2.1M0.07%HELD
203PUSHPGIM ETF TR$2.0M0.06%HELD
204WESWESTERN MIDSTREAM PARTNERS L$2.0M0.06%HELD
205MOALTRIA GROUP INC$2.0M0.06%HELD
206CIBRFIRST TR EXCHANGE TRADED FD$2.0M0.06%HELD
207RNWRENEW ENERGY GLOBAL PLC$2.0M0.06%HELD
208CTASCINTAS CORP$2.0M0.06%HELD
209VTVVANGUARD INDEX FDS$2.0M0.06%HELD
210CCITIGROUP INC$1.9M0.06%HELD
211GRIDFIRST TR EXCHANGE TRADED FD$1.9M0.06%HELD
212AMLPALPS ETF TR$1.9M0.06%HELD
213ADPAUTOMATIC DATA PROCESSING INC$1.9M0.06%HELD
214CLCOLGATE PALMOLIVE CO$1.9M0.06%HELD
215AGGISHARES TR$1.9M0.06%HELD
216LDOSLEIDOS HOLDINGS INC$1.9M0.06%HELD
217TGTXTG THERAPEUTICS INC$1.9M0.06%HELD
218JMEEJ P MORGAN EXCHANGE TRADED F$1.8M0.06%HELD
219TXNTEXAS INSTRS INC$1.8M0.06%HELD
220ILCGISHARES TR$1.8M0.06%HELD
221CTVACORTEVA INC$1.8M0.06%HELD
222SPTMSPDR SER TR$1.8M0.06%HELD
223ITWILLINOIS TOOL WKS INC$1.8M0.06%HELD
224COPCONOCOPHILLIPS$1.8M0.06%HELD
225VEAVANGUARD TAX-MANAGED FDS$1.8M0.06%HELD
226UIUBIQUITI INC$1.8M0.06%HELD
227VRTVERTIV HOLDINGS CO$1.8M0.06%HELD
228VCRVANGUARD WORLD FD$1.8M0.06%HELD
229FEUZFIRST TR EXCH TRD ALPHDX FD$1.7M0.05%HELD
230CSNRCOHEN & STEERS ETF TRUST$1.7M0.05%HELD
231NOBLPROSHARES TR$1.7M0.05%HELD
232GRMNGARMIN LTD$1.7M0.05%HELD
233VUSBVANGUARD BD INDEX FDS$1.7M0.05%HELD
234SDYSPDR SER TR$1.7M0.05%HELD
235APDAIR PRODS & CHEMS INC$1.6M0.05%HELD
236JMSTJ P MORGAN EXCHANGE TRADED F$1.6M0.05%HELD
237RSPINVESCO EXCHANGE TRADED FD T$1.6M0.05%HELD
238EPSWISDOMTREE TR$1.6M0.05%HELD
239APHAMPHENOL CORP NEW$1.6M0.05%HELD
240MUSTCOLUMBIA ETF TR I$1.6M0.05%HELD
241UPSUNITED PARCEL SERVICE INC$1.6M0.05%HELD
242MTZMASTEC INC$1.5M0.05%HELD
243BABOEING CO$1.5M0.05%HELD
244FSIGFIRST TR EXCHANGE-TRADED FD$1.5M0.05%HELD
245TTTRANE TECHNOLOGIES PLC$1.5M0.05%HELD
246WMWASTE MGMT INC DEL$1.5M0.05%HELD
247MSMORGAN STANLEY$1.5M0.05%HELD
248IWRISHARES TR$1.5M0.05%HELD
249XLESELECT SECTOR SPDR TR$1.5M0.05%HELD
250IUSBISHARES TR$1.4M0.05%HELD
251MUMICRON TECHNOLOGY INC$1.4M0.04%HELD
252IEFAISHARES TR$1.4M0.04%HELD
253IEIISHARES TR$1.4M0.04%HELD
254RCLROYAL CARIBBEAN GROUP$1.4M0.04%HELD
255LRCXLAM RESEARCH CORP$1.4M0.04%HELD
256AMPAMERIPRISE FINL INC$1.3M0.04%HELD
257UNHUNITEDHEALTH GROUP INC$1.3M0.04%HELD
258KMBKIMBERLY-CLARK CORP$1.3M0.04%HELD
259VIGVANGUARD SPECIALIZED FUNDS$1.3M0.04%HELD
260SPGIS&P GLOBAL INC$1.3M0.04%HELD
261DIASPDR DOW JONES INDL AVERAGE$1.3M0.04%HELD
262GEWEA SERIES TRUST$1.3M0.04%HELD
263CHKPCHECK POINT SOFTWARE TECH LT$1.3M0.04%HELD
264COFCAPITAL ONE FINL CORP$1.3M0.04%HELD
265LECOLINCOLN ELEC HLDGS INC$1.3M0.04%HELD
266HCAHCA HEALTHCARE INC$1.3M0.04%HELD
267UBERUBER TECHNOLOGIES INC$1.3M0.04%HELD
268FVDFIRST TR VALUE LINE DIVID IN$1.3M0.04%HELD
269TAT&T INC$1.3M0.04%HELD
270FTNTFORTINET INC$1.2M0.04%HELD
271EEMISHARES TR$1.2M0.04%HELD
272GBABGUGGENHEIM TAXABLE MUNICP BO$1.2M0.04%HELD
273IJKISHARES TR$1.2M0.04%HELD
274ACNACCENTURE PLC IRELAND$1.2M0.04%HELD
275MFCMANULIFE FINL CORP$1.2M0.04%HELD
276NTAPNETAPP INC$1.1M0.04%HELD
277OREALTY INCOME CORP$1.1M0.04%HELD
278ILDRFIRST TR EXCHNG TRADED FD VI$1.1M0.04%HELD
279ECLECOLAB INC$1.1M0.04%HELD
280HWMHOWMET AEROSPACE INC$1.1M0.04%HELD
281KNGFIRST TR EXCHANGE-TRADED FD$1.1M0.04%HELD
282TRVTRAVELERS COMPANIES INC$1.1M0.03%HELD
283GLWCORNING INC$1.1M0.03%HELD
284EXPDEXPEDITORS INTL WASH INC$1.1M0.03%HELD
285IPINTERNATIONAL PAPER CO$1.1M0.03%HELD
286HUBBHUBBELL INC$1.1M0.03%HELD
287MRSHMARSH & MCLENNAN COS INC$1.1M0.03%HELD
288VOTVANGUARD INDEX FDS$1.1M0.03%HELD
289TTETOTALENERGIES SE$1.1M0.03%HELD
290ENBENBRIDGE INC$1.0M0.03%HELD
291BKBANK NEW YORK MELLON CORP$1.0M0.03%HELD
292GISGENERAL MLS INC$1.0M0.03%HELD
293JGLOJ P MORGAN EXCHANGE TRADED F$1.0M0.03%HELD
294KKRKKR & CO INC$1.0M0.03%HELD
295CGCARLYLE GROUP INC$1.0M0.03%HELD
296SCHDSCHWAB STRATEGIC TR$1.0M0.03%HELD
297RPMRPM INTL INC$1000K0.03%HELD
298SCHXSCHWAB STRATEGIC TR$998K0.03%HELD
299NETCLOUDFLARE INC$994K0.03%HELD
300VONEVANGUARD SCOTTSDALE FDS$991K0.03%HELD
301FCXFREEPORT-MCMORAN INC$985K0.03%HELD
302IJTISHARES TR$983K0.03%HELD
303KMIKINDER MORGAN INC DEL$977K0.03%HELD
304BBUSJ P MORGAN EXCHANGE TRADED F$974K0.03%HELD
305WCMEFIRST TR EXCHANGE-TRADED FD$972K0.03%HELD
306FDLFIRST TR MORNINGSTAR DIVID L$968K0.03%HELD
307IJJISHARES TR$960K0.03%HELD
308JBNDJ P MORGAN EXCHANGE TRADED F$954K0.03%HELD
309FTECFIDELITY COVINGTON TRUST$922K0.03%HELD
310TDIVFIRST TR EXCHANGE-TRADED FD$919K0.03%HELD
311SHYISHARES TR$904K0.03%HELD
312ZTSZOETIS INC$904K0.03%HELD
313COHRCOHERENT CORP$899K0.03%HELD
314FIIGFIRST TR EXCHANGE-TRADED FD$897K0.03%HELD
315GLDMWORLD GOLD TR$888K0.03%HELD
316XMESPDR SERIES TRUST$883K0.03%HELD
317IEVISHARES TR$875K0.03%HELD
318FTCBFIRST TR EXCHANGE-TRADED FD$871K0.03%HELD
319SNOWSNOWFLAKE INC$870K0.03%HELD
320CGMSCAPITAL GRP FIXED INCM ETF T$861K0.03%HELD
321ITOTISHARES TR$858K0.03%HELD
322TMUST-MOBILE US INC$852K0.03%HELD
323XLFSELECT SECTOR SPDR TR$850K0.03%HELD
324ASOACADEMY SPORTS & OUTDOORS IN$848K0.03%HELD
325FYXFIRST TR SML CP CORE ALPHA F$848K0.03%HELD
326SHELSHELL PLC$842K0.03%HELD
327FIXCOMFORT SYS USA INC$834K0.03%HELD
328MDLZMONDELEZ INTL INC$832K0.03%HELD
329PCGPG&E CORP$830K0.03%HELD
330TLHISHARES TR$827K0.03%HELD
331TIPISHARES TR$826K0.03%HELD
332DDOMINION ENERGY INC$820K0.03%HELD
333VYMIVANGUARD WHITEHALL FDS$812K0.03%HELD
334HSYHERSHEY CO$800K0.03%HELD
335KMTKENNAMETAL INC$788K0.02%HELD
336DOWDOW HLDGS INC$788K0.02%HELD
337AEPAMERICAN ELEC PWR CO INC$781K0.02%HELD
338ABNBAIRBNB INC$776K0.02%HELD
339STWDSTARWOOD PPTY TR INC$775K0.02%HELD
340DVYISHARES TR$773K0.02%HELD
341EGEVEREST GROUP LTD$764K0.02%HELD
342FBTCFIDELITY WISE ORIGIN BITCOIN$761K0.02%HELD
343WMBWILLIAMS COS INC$761K0.02%HELD
344TLTISHARES TR$760K0.02%HELD
345ROKROCKWELL AUTOMATION INC$751K0.02%HELD
346OTISOTIS WORLDWIDE CORP$743K0.02%HELD
347GJULFIRST TR EXCHNG TRADED FD VI$742K0.02%HELD
348SBNDCOLUMBIA ETF TR I$736K0.02%HELD
349REGNREGENERON PHARMACEUTICALS$729K0.02%HELD
350IWNISHARES TR$724K0.02%HELD
351CITHE CIGNA GROUP$723K0.02%HELD
352PLDPROLOGIS INC.$722K0.02%HELD
353VOOGVANGUARD ADMIRAL FDS INC$721K0.02%HELD
354FUTYFIDELITY COVINGTON TRUST$702K0.02%HELD
355NBIXNEUROCRINE BIOSCIENCES INC$687K0.02%HELD
356XLUSELECT SECTOR SPDR TR$686K0.02%HELD
357OXYOCCIDENTAL PETE CORP$676K0.02%HELD
358NKENIKE INC$674K0.02%HELD
359MCKMCKESSON CORP$672K0.02%HELD
360PAYXPAYCHEX INC$670K0.02%HELD
361ONEQFIDELITY COMWLTH TR$663K0.02%HELD
362SPTLSPDR SER TR$661K0.02%HELD
363CSXCSX CORP$659K0.02%HELD
364HDVISHARES TR$657K0.02%HELD
365TERTERADYNE INC$654K0.02%HELD
366GWWGRAINGER W W INC$632K0.02%HELD
367FSMBFIRST TR EXCH TRADED FD III$629K0.02%HELD
368GPIQGOLDMAN SACHS ETF TR$626K0.02%HELD
369FTITECHNIPFMC PLC$623K0.02%HELD
370IYWISHARES TR$621K0.02%HELD
371HBANHUNTINGTON BANCSHARES INC$618K0.02%HELD
372YUMYUM BRANDS INC$608K0.02%HELD
373BF/BBROWN FORMAN CORP$604K0.02%HELD
374WDCWESTERN DIGITAL CORP$599K0.02%HELD
375CCL1EURCARNIVAL CORP$599K0.02%HELD
376BSXBOSTON SCIENTIFIC CORP$596K0.02%HELD
377XLISELECT SECTOR SPDR TR$596K0.02%HELD
378FEXFIRST TR LRGE CP CORE ALPHA$594K0.02%HELD
379WECWEC ENERGY GROUP INC$592K0.02%HELD
380AWKAMERICAN WTR WKS CO INC NEW$591K0.02%HELD
381NOWSERVICENOW INC$586K0.02%HELD
382SCHBSCHWAB STRATEGIC TR$586K0.02%HELD
383JNKSPDR SER TR$584K0.02%HELD
384OKEONEOK INC NEW$584K0.02%HELD
385MINTPIMCO ETF TR$584K0.02%HELD
386VBKVANGUARD INDEX FDS$581K0.02%HELD
387AMTAMERICAN TOWER CORP NEW$580K0.02%HELD
388MUNIPIMCO ETF TR$579K0.02%HELD
389EIXEDISON INTL$578K0.02%HELD
390EOGEOG RES INC$571K0.02%HELD
391ESEVERSOURCE ENERGY$567K0.02%HELD
392PYPLPAYPAL HLDGS INC$565K0.02%HELD
393ITTITT INC$563K0.02%HELD
394EMEEMCOR GROUP INC$563K0.02%HELD
395LLOEWS CORP$560K0.02%HELD
396IAUISHARES GOLD TR$559K0.02%HELD
397RDVIFIRST TR EXCHANGE-TRADED FD$556K0.02%HELD
398MEGIMAINSTAY CBRE GBL INFRSTR ME$556K0.02%HELD
399EWEDWARDS LIFESCIENCES CORP$555K0.02%HELD
400CEGCONSTELLATION ENERGY CORP$554K0.02%HELD
401SPGSIMON PPTY GROUP INC NEW$554K0.02%HELD
402EDCONSOLIDATED EDISON INC$553K0.02%HELD
403NBFRINNOVATOR ETFS TRUST$552K0.02%HELD
404BPBP PLC$549K0.02%HELD
405JHMDJOHN HANCOCK EXCHANGE TRADED$544K0.02%HELD
406WHRWHIRLPOOL CORP$542K0.02%HELD
407IYHISHARES TR$539K0.02%HELD
408BF/ABROWN FORMAN CORP$538K0.02%HELD
409TFCTRUIST FINL CORP$536K0.02%HELD
410IJRISHARES TR$532K0.02%HELD
411NRGNRG ENERGY INC$528K0.02%HELD
412AFGAMERICAN FINL GROUP INC OHIO$522K0.02%HELD
413JAAAJANUS DETROIT STR TR$521K0.02%HELD
414ZBHZIMMER BIOMET HOLDINGS INC$519K0.02%HELD
415IDVISHARES TR$518K0.02%HELD
416NVTNVENT ELEC PLC$508K0.02%HELD
417KEYSKEYSIGHT TECHNOLOGIES INC$506K0.02%HELD
418SYYSYSCO CORP$503K0.02%HELD
419MARMARRIOTT INTL INC NEW$502K0.02%HELD
420STXSEAGATE TECHNOLOGY HLDNGS PL$502K0.02%HELD
421CSWCSW INDUSTRIALS INC$501K0.02%HELD
422BSVVANGUARD BD INDEX FDS$500K0.02%HELD
423TTWOTAKE-TWO INTERACTIVE SOFTWAR$500K0.02%HELD
424GSKGSK PLC$500K0.02%HELD
425ULTAULTA BEAUTY INC$497K0.02%HELD
426IRMIRON MTN INC DEL$491K0.02%HELD
427EFGISHARES TR$490K0.02%HELD
428USTBVICTORY PORTFOLIOS II$486K0.02%HELD
429QQNITY ELECTRONICS INC$486K0.02%HELD
430SLBSCHLUMBERGER LTD$483K0.02%HELD
431JMOMJ P MORGAN EXCHANGE TRADED F$479K0.02%HELD
432ANETARISTA NETWORKS INC$477K0.02%HELD
433VOXVANGUARD WORLD FD$475K0.01%HELD
434IDHQINVESCO EXCH TRADED FD TR II$475K0.01%HELD
435BAC 7.25 PERP LBANK AMERICA CORP$474K0.01%HELD
436JPEMJ P MORGAN EXCHANGE TRADED F$473K0.01%HELD
437JBHTHUNT J B TRANS SVCS INC$471K0.01%HELD
438SPYGSPDR SERIES TRUST$471K0.01%HELD
439SSOPROSHARES TR$470K0.01%HELD
440FXRFIRST TR EXCHANGE TRADED FD$470K0.01%HELD
441TSNTYSON FOODS INC$468K0.01%HELD
442KEYKEYCORP$467K0.01%HELD
443LNGCHENIERE ENERGY INC$462K0.01%HELD
444INTUINTUIT$461K0.01%HELD
445BMNRBITMINE IMMERSION TECNOLOGIE$460K0.01%HELD
446XYLXYLEM INC$458K0.01%HELD
447LVSLAS VEGAS SANDS CORP$457K0.01%HELD
448CMCANADIAN IMPERIAL BK COMM$456K0.01%HELD
449SOLSSOLSTICE ADVANCED MATLS INC$454K0.01%HELD
450NEMNEWMONT CORP$451K0.01%HELD
451BGIGETF SER SOLUTIONS$449K0.01%HELD
452CMCSACOMCAST CORP NEW$448K0.01%HELD
453AVAAVISTA CORP$448K0.01%HELD
454DALDELTA AIR LINES INC$447K0.01%HELD
455IEMGISHARES INC$445K0.01%HELD
456VCSHVANGUARD SCOTTSDALE FDS$442K0.01%HELD
457VISVANGUARD WORLD FD$442K0.01%HELD
458GMGENERAL MTRS CO$441K0.01%HELD
459IWVISHARES TR$439K0.01%HELD
460AONAON PLC$438K0.01%HELD
461BJBJS WHSL CLUB HLDGS INC$437K0.01%HELD
462VHTVANGUARD WORLD FD$436K0.01%HELD
463AAGILENT TECHNOLOGIES INC$436K0.01%HELD
464TROWPRICE T ROWE GROUP INC$435K0.01%HELD
465SCHVSCHWAB STRATEGIC TR$433K0.01%HELD
466IOOISHARES TR$433K0.01%HELD
467STLDSTEEL DYNAMICS INC$433K0.01%HELD
468BBYBEST BUY INC$432K0.01%HELD
469ITGARTNER INC$430K0.01%HELD
470IWFISHARES TR$428K0.01%HELD
471ROSTROSS STORES INC$427K0.01%HELD
472VDCVANGUARD WORLD FD$427K0.01%HELD
473VIKVIKING HOLDINGS LTD$425K0.01%HELD
474CNCCENTENE CORP DEL$425K0.01%HELD
475ARCCARES CAPITAL CORP$425K0.01%HELD
476BDXBECTON DICKINSON & CO$423K0.01%HELD
477BUFBINNOVATOR ETFS TRUST$422K0.01%HELD
478SAICSCIENCE APPLICATIONS INTL CORP$422K0.01%HELD
479SLVISHARES SILVER TR$417K0.01%HELD
480CEFSPROTT PHYSICAL GOLD & SILVE$415K0.01%HELD
481JEFJEFFERIES FINL GROUP INC$415K0.01%HELD
482VFHVANGUARD WORLD FD$413K0.01%HELD
483HOODROBINHOOD MKTS INC$410K0.01%HELD
484HYGISHARES TR$410K0.01%HELD
485ARHSARHAUS INC$410K0.01%HELD
486KBFRINNOVATOR ETFS TRUST$406K0.01%HELD
487VXUSVANGUARD STAR FDS$404K0.01%HELD
488EXEEXPAND ENERGY CORPORATION$404K0.01%HELD
489DVNDEVON ENERGY CORP NEW$402K0.01%HELD
490ULUNILEVER PLC$400K0.01%HELD
491BNBROOKFIELD CORP$400K0.01%HELD
492RSGREPUBLIC SVCS INC$398K0.01%HELD
493DEODIAGEO PLC$398K0.01%HELD
494SNXTD SYNNEX CORPORATION$397K0.01%HELD
495BURLBURLINGTON STORES INC$395K0.01%HELD
496HIIHUNTINGTON INGALLS INDS INC$394K0.01%HELD
497IBFRINNOVATOR ETFS TRUST$391K0.01%HELD
498JJACOBS SOLUTIONS INC$390K0.01%HELD
499ADMARCHER DANIELS MIDLAND CO$390K0.01%HELD
500DLRDIGITAL RLTY TR INC$390K0.01%HELD

Source: SEC EDGAR · accession 0001956824-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.