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Institutional

DecisionPoint Financial, LLC

CIK 0001938514
$463.9M
Reported AUM
679
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · DecisionPoint Financial, LLC · Q1 2026

AI · grounded in 13F

DecisionPoint Financial, LLC trimmed its position in SGOV by 61.73%. The fund increased its holdings in SCHI by 46.14% and DCOR by 43.75%. Overall, the fund added 68 positions and reduced 137, ending the period with $463.9M in total assets under management.

Portfolio · Q1 2026

DFAC$147.3MDFIC$50.4MVCIT$45.3MDFAS$30.1MDFCF$26.7MDFAI$26.6MVNQ$23.9MHOMBDFEMVCSHDCOROther$50.0MDL

Top holdings· first 500 of 679

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1DFACDIMENSIONAL ETF TRUST$43.46-2.34%25.71%70.09%$147.3M31.76%+45,668+1.2%
2DFICDIMENSIONAL ETF TRUST$37.23-2.46%24.13%76.20%$50.4M10.87%+30,373+2.2%
3VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%6.42%3.84%$45.3M9.76%+7,232+1.3%
4DFASDIMENSIONAL ETF TRUST$77.60-2.07%25.24%44.55%$30.1M6.49%+7,925+1.9%
5DFCFDIMENSIONAL ETF TRUST$42.02-0.52%5.63%0.68%$26.7M5.76%+10,956+1.8%
6DFAIDIMENSIONAL ETF TRUST$40.82-2.44%21.89%56.68%$26.6M5.73%1,625−0.2%
7VNQVANGUARD INDEX FDS$96.790.72%11.98%9.39%$23.9M5.16%+9,424+3.6%
8HOMBHOME BANCSHARES INC$27.121.04%-1.77%47.86%$15.7M3.38%5,084−0.9%
9DFEMDIMENSIONAL ETF TRUST$38.68-6.14%37.54%67.70%$15.1M3.25%+6,930+1.6%
10VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%4.93%11.78%$12.4M2.68%+9,459+6.4%
11DCORDIMENSIONAL ETF TRUST$80.47-2.40%24.82%77.56%$11.9M2.57%+50,376+43.8%
12DFAEDIMENSIONAL ETF TRUST$38.14-6.38%38.82%52.94%$8.4M1.81%430−0.2%
13SLQDISHARES TR$50.13-0.26%4.80%12.97%$4.9M1.05%+2,660+2.8%
14DFARDIMENSIONAL ETF TRUST$26.130.81%13.91%7.35%$4.6M0.99%+6,751+3.6%
15VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$4.0M0.86%17−0.1%
16SCHISCHWAB STRATEGIC TR$22.45-0.58%6.62%4.04%$3.7M0.80%+51,526+46.1%
17AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2.9M0.63%+13+0.1%
18VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$2.7M0.58%+1,387+15.7%
19MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.4M0.52%+43+0.7%
20MARMARRIOTT INTL INC NEW$392.511.87%49.07%179.89%$1.5M0.33%HELD
21VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$1.5M0.33%+305+13.7%
22VXUSVANGUARD STAR FDS$83.03-3.73%25.97%48.87%$1.5M0.32%12−0.1%
23BNDVANGUARD BD INDEX FDS$72.83-0.45%5.24%-1.47%$1.4M0.30%+8,640+83.1%
24SCHBSCHWAB STRATEGIC TR$28.45-2.70%24.50%71.73%$839K0.18%HELD
25AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$806K0.17%+33+0.9%
26VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$792K0.17%434−3.4%
27VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$776K0.17%373−2.5%
28RSGREPUBLIC SVCS INC$210.041.02%-16.06%88.43%$735K0.16%HELD
29DFAXDIMENSIONAL ETF TRUST$36.30-3.82%28.82%57.51%$689K0.15%+2,640+15.0%
30DFAUDIMENSIONAL ETF TRUST$50.85-2.62%24.95%75.45%$629K0.14%+1,621+13.2%
31SGOVISHARES TR$100.450.03%$624K0.13%9,993−61.7%
32IVVISHARES TR$740.91-2.62%$613K0.13%HELD
33DFAWDIMENSIONAL ETF TRUST$81.24-2.79%$612K0.13%+1,102+15.3%
34NVDANVIDIA CORPORATION$205.10-6.20%$495K0.11%+44+1.6%
35SCHXSCHWAB STRATEGIC TR$29.05-2.65%$492K0.11%1,675−8.0%
36BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%$473K0.10%435−4.2%
37DFNMDIMENSIONAL ETF TRUST$48.30-0.04%$448K0.10%HELD
38GOOGLALPHABET INC$368.53-0.98%$396K0.09%+17+1.2%
39ENSGENSIGN GROUP INC$170.303.66%$330K0.07%+349+27.1%
40METAMETA PLATFORMS INC$593.00-5.51%$326K0.07%17−2.9%
41VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$283K0.06%35−1.7%
42VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$255K0.05%HELD
43AXPAMERICAN EXPRESS CO$310.66-0.60%$252K0.05%+2+0.2%
44JPMJPMORGAN CHASE & CO$312.370.48%$238K0.05%HELD
45COPCONOCOPHILLIPS$117.14-1.75%$219K0.05%HELD
46RFREGIONS FINANCIAL CORP NEW$28.540.39%$202K0.04%HELD
47BRK/BBERKSHIRE HATHAWAY INC DEL$200K0.04%HELD
48VOVANGUARD INDEX FDS$78.53-2.06%$187K0.04%128−16.5%
49SYKSTRYKER CORPORATION$305.661.48%$177K0.04%HELD
50GOOGALPHABET INC$365.76-0.95%$173K0.04%HELD
51IBITISHARES BITCOIN TRUST ETF$34.14-5.22%$167K0.04%+102+2.4%
52DEXCDIMENSIONAL ETF TRUST$76.48-7.01%$166K0.04%HELD
53IWFISHARES TR$122.69-3.26%$156K0.03%HELD
54VGTVANGUARD WORLD FD$115.28-6.14%$148K0.03%12−5.4%
55SCHASCHWAB STRATEGIC TR$33.19-3.41%$146K0.03%HELD
56DISVDIMENSIONAL ETF TRUST$41.41-2.72%$142K0.03%+617+20.8%
57HDHOME DEPOT INC$310.780.27%$140K0.03%HELD
58SCHDSCHWAB STRATEGIC TR$32.30-0.89%$136K0.03%1,424−24.3%
59CLHCLEAN HARBORS INC$283.03-1.35%$133K0.03%HELD
60IEFAISHARES TR$95.56-2.60%$131K0.03%142−8.9%
61PHPARKER-HANNIFIN CORP$882.341.16%$122K0.03%HELD
62IVEISHARES TR$226.54-1.15%$121K0.03%HELD
63PSXPHILLIPS 66$183.08-0.58%$114K0.02%HELD
64CVXCHEVRON CORPORATION$187.31-0.55%$106K0.02%122−19.2%
65CSCOCISCO SYS INC$121.64-6.43%$105K0.02%HELD
66ORCLORACLE CORP$213.68-9.59%$101K0.02%HELD
67AESRTWO RDS SHARED TR$19.47-4.70%$98K0.02%HELD
68DFLVDIMENSIONAL ETF TRUST$39.13-1.71%$97K0.02%+1,501+123.8%
69DFSVDIMENSIONAL ETF TRUST$37.57-1.39%$91K0.02%+872+50.3%
70DFIVDIMENSIONAL ETF TRUST$54.66-2.25%$86K0.02%+3+0.2%
71VXFVANGUARD INDEX FDS$231.90-3.32%$84K0.02%+1+0.2%
72DFUSDIMENSIONAL ETF TRUST$80.40-2.76%$82K0.02%+3+0.3%
73BABOEING CO$215.45-0.91%$79K0.02%HELD
74VTIPVANGUARD MALVERN FDS$50.31-0.20%$74K0.02%HELD
75PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$73K0.02%HELD
76BSVVANGUARD BD INDEX FDS$77.60-0.26%$70K0.02%HELD
77IWMISHARES TR$281.65-3.55%$66K0.01%HELD
78DFEVDIMENSIONAL ETF TRUST$40.74-5.83%$66K0.01%+1+0.1%
79SHOPSHOPIFY INC$109.54-5.60%$65K0.01%69−11.3%
80DFSDDIMENSIONAL ETF TRUST$47.74-0.25%$64K0.01%+860+177.0%
81BNDWVANGUARD SCOTTSDALE FDS$67.95-0.29%$64K0.01%HELD
82VTVVANGUARD INDEX FDS$212.02-1.36%$61K0.01%HELD
83EFAISHARES TR$102.26-2.56%$60K0.01%HELD
84SPMDSPDR SERIES TRUST$64.84-1.94%$57K0.01%+211+28.1%
85EDCONSOLIDATED EDISON INC$106.262.09%$57K0.01%HELD
86XLESELECT SECTOR SPDR TR$57.67-1.84%$56K0.01%468−33.7%
87DUSBDIMENSIONAL ETF TRUST$50.81-0.02%$55K0.01%+1,091NEW
88PHOINVESCO EXCHANGE TRADED FD T$66.39-0.24%$53K0.01%HELD
89AFIFTWO RDS SHARED TR$9.41-0.11%$53K0.01%HELD
90GLDSPDR GOLD TR$396.24-3.65%$52K0.01%+4+3.4%
91FDXFEDEX CORP$331.000.91%$51K0.01%HELD
92SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$49K0.01%+44+137.5%
93RTXRTX CORPORATION$180.990.88%$47K0.01%41−14.3%
94SOUNSOUNDHOUND AI INC$7.39-7.74%$47K0.01%HELD
95GDGENERAL DYNAMICS CORP$346.441.45%$44K0.01%HELD
96SCHMSCHWAB STRATEGIC TR$34.83-2.63%$44K0.01%+3+0.2%
97IJRISHARES TR$137.68-1.84%$43K0.01%HELD
98SPYVSPDR SERIES TRUST$60.69-1.12%$42K0.01%+406+118.0%
99XLISELECT SECTOR SPDR TR$174.18-1.12%$41K0.01%+75+41.7%
100TSLATESLA INC$391.00-6.56%$40K0.01%HELD
101XOMEXXON MOBIL CORP$40K0.01%33−12.4%
102PAYXPAYCHEX INC$37K0.01%22−5.3%
103VYMVANGUARD WHITEHALL FDS$36K0.01%60−19.7%
104VUGVANGUARD INDEX FDS$35K0.01%+25+46.3%
105EOSEEOS ENERGY ENTERPRISES INC$34K0.01%+6,906NEW
106NKENIKE INC$34K0.01%HELD
107DIHPDIMENSIONAL ETF TRUST$34K0.01%+4+0.4%
108PGRPROGRESSIVE CORP$33K0.01%HELD
109JNJJOHNSON & JOHNSON$32K0.01%15−10.2%
110MCDMCDONALDS CORP$32K0.01%HELD
111YUMYUM BRANDS INC$31K0.01%HELD
112IVWISHARES TR$30K0.01%HELD
113RCLROYAL CARIBBEAN GROUP$30K0.01%+1+0.9%
114NFLXNETFLIX INC.$29K0.01%+249+498.0%
115IJHISHARES TR$28K0.01%HELD
116AMCRAMCOR PLC$28K0.01%+711NEW
117WMTWALMART INC$27K0.01%HELD
118GISGENERAL MILLS INC$26K0.01%HELD
119LLYELI LILLY & CO$26K0.01%HELD
120IBMINTERNATIONAL BUSINESS MACHS$26K0.01%HELD
121VLOVALERO ENERGY CORP$25K0.01%HELD
122PANWPALO ALTO NETWORKS INC$25K0.01%+150+3000.0%
123CATCATERPILLAR INC$25K0.01%HELD
124NOCNORTHROP GRUMMAN CORP$25K0.01%HELD
125MTUMISHARES TR$24K0.01%76−42.7%
126EWCISHARES INC$24K0.01%HELD
127PEVERPURE INC$24K0.01%HELD
128KMIKINDER MORGAN INC DEL$24K0.01%HELD
129QQQMINVESCO EXCH TRADED FD TR II$24K0.01%+17+20.5%
130DFATDIMENSIONAL ETF TRUST$23K0.00%+371NEW
131CCKCROWN HLDGS INC$23K0.00%HELD
132MLTXMOONLAKE IMMUNOTHERAPEUTICS$23K0.00%HELD
133QUALISHARES TR$23K0.00%HELD
134XLYSELECT SECTOR SPDR TR$22K0.00%HELD
135DXJWISDOMTREE TR$21K0.00%HELD
136SHELSHELL PLC$21K0.00%HELD
137ETNEATON CORP PLC$21K0.00%HELD
138JMUBJ P MORGAN EXCHANGE TRADED F$21K0.00%+420NEW
139SLVISHARES SILVER TR$21K0.00%523−63.0%
140SBUXSTARBUCKS CORP$21K0.00%HELD
141INTUINTUIT$21K0.00%23−32.4%
142QQQINVESCO QQQ TR$21K0.00%HELD
143FNVFRANCO NEV CORP$21K0.00%HELD
144VFHVANGUARD WORLD FD$20K0.00%HELD
145XLKSELECT SECTOR SPDR TR$20K0.00%+56+59.6%
146VONGVANGUARD SCOTTSDALE FDS$20K0.00%26−12.6%
147MDTMEDTRONIC PLC$20K0.00%HELD
148MAMASTERCARD INCORPORATED$19K0.00%HELD
149HSTHOST HOTELS & RESORTS INC$18K0.00%HELD
150QLYSQUALYS INC$18K0.00%HELD
151TXNTEXAS INSTRS INC$17K0.00%8−8.2%
152ABTABBOTT LABORATORIES$17K0.00%HELD
153RSPINVESCO EXCHANGE TRADED FD T$17K0.00%+87NEW
154TIPISHARES TR$16K0.00%HELD
155RKLBROCKET LAB CORP$16K0.00%225−47.7%
156DUHPDIMENSIONAL ETF TRUST$16K0.00%HELD
157BACBANK AMERICA CORP$16K0.00%HELD
158PGPROCTER & GAMBLE CO$15K0.00%HELD
159NEENEXTERA ENERGY INC$15K0.00%HELD
160FEZSPDR INDEX SHS FDS$15K0.00%HELD
161MRKMERCK & CO INC$15K0.00%15−10.9%
162SLYGSPDR SERIES TRUST$15K0.00%+151NEW
163CMICUMMINS INC$15K0.00%HELD
164APDAIR PRODUCTS AND CHEMICALS I$15K0.00%HELD
165SLYVSPDR SERIES TRUST$14K0.00%+147NEW
166DHRDANAHER CORP DEL$13K0.00%HELD
167TMOTHERMO FISHER SCIENTIFIC INC$13K0.00%HELD
168MDYVSPDR SERIES TRUST$13K0.00%+155NEW
169DEDEERE & CO$13K0.00%HELD
170AVGOBROADCOM INC$13K0.00%HELD
171XELXCEL ENERGY INC$13K0.00%47−22.9%
172COFCAPITAL ONE FINL CORP$12K0.00%HELD
173REGNREGENERON PHARMACEUTICALS$12K0.00%HELD
174VTWOVANGUARD SCOTTSDALE FDS$12K0.00%83−40.7%
175EDVVANGUARD WORLD FD$12K0.00%HELD
176ALLALLSTATE CORP$12K0.00%HELD
177FSSLFS SPECIALTY LENDING FD$12K0.00%HELD
178DAICCID HOLDCO INC$12K0.00%+37,500+121.4%
179LUVSOUTHWEST AIRLS CO$11K0.00%HELD
180UNPUNION PAC CORP$11K0.00%HELD
181LOWLOWES COS INC$11K0.00%HELD
182MDYGSPDR SERIES TRUST$11K0.00%+115NEW
183HONHONEYWELL INTL INC$11K0.00%HELD
184UNHUNITEDHEALTH GROUP INC$11K0.00%HELD
185PAVEGLOBAL X FDS$10K0.00%+1+0.5%
186LINLINDE PLC$10K0.00%HELD
187DKNGDRAFTKINGS INC NEW$10K0.00%HELD
188DISDISNEY WALT CO$10K0.00%43−29.9%
189IQLTISHARES TR$10K0.00%HELD
190KOCOCA COLA CO$10K0.00%19−13.0%
191FTECFIDELITY COVINGTON TRUST$10K0.00%HELD
192FIDUFIDELITY COVINGTON TRUST$9K0.00%HELD
193PNTGPENNANT GROUP INC$9K0.00%HELD
194OEFISHARES TR$9K0.00%39−59.1%
195BCSBARCLAYS PLC$8K0.00%HELD
196AIGAMERICAN INTL GROUP INC$8K0.00%HELD
197DGROISHARES TR$8K0.00%150−58.1%
198XLVSELECT SECTOR SPDR TR$7K0.00%15−22.7%
199VBRVANGUARD INDEX FDS$7K0.00%12−26.1%
200EEMISHARES TR$7K0.00%+130NEW
201BHPBHP BILLITON LIMITED$7K0.00%HELD
202ZROZPIMCO ETF TR$7K0.00%+11+11.0%
203ABBVABBVIE INC$7K0.00%16−33.3%
204SOSOUTHERN CO$7K0.00%12−14.6%
205WMWASTE MGMT INC DEL$7K0.00%HELD
206GILDGILEAD SCIENCES INC$6K0.00%13−22.0%
207NUAINEW ERA ENERGY & DIGITAL INC$6K0.00%HELD
208MCKMCKESSON CORP$6K0.00%HELD
209RBLXROBLOX CORP$6K0.00%HELD
210HOODROBINHOOD MKTS INC$6K0.00%HELD
211IUSGISHARES TR$6K0.00%HELD
212AMATAPPLIED MATLS INC$5K0.00%HELD
213ZNGAZOOM COMMUNICATIONS INC$5K0.00%HELD
214EMXCISHARES INC$5K0.00%HELD
215MUMICRON TECHNOLOGY INC$5K0.00%HELD
216PDBCINVESCO ACTVELY MNGD ETC FD$5K0.00%HELD
217PHYSSPROTT ASSET MANAGEMENT LP$5K0.00%HELD
218MGKVANGUARD WORLD FD$5K0.00%HELD
219CMCANADIAN IMPERIAL BANK OF CO$5K0.00%HELD
220ASXASE TECHNOLOGY HLDG CO LTD$5K0.00%HELD
221URAGLOBAL X FDS$5K0.00%HELD
222KTOSKRATOS DEFENSE & SEC SOLUTIO$5K0.00%HELD
223BARGRANITESHARES GOLD TR$5K0.00%HELD
224ITOTISHARES TR$5K0.00%HELD
225FIGFIGMA INC$5K0.00%HELD
226DFISDIMENSIONAL ETF TRUST$5K0.00%HELD
227ISRGINTUITIVE SURGICAL INC$5K0.00%HELD
228VRTXVERTEX PHARMACEUTICALS INC$4K0.00%+1+11.1%
229CORCENCORA INC$4K0.00%HELD
230SDYSPDR SERIES TRUST$4K0.00%HELD
231VVISA INC$4K0.00%HELD
232BKNGBOOKING HOLDINGS INC$4K0.00%HELD
233CVSCVS HEALTH CORP$4K0.00%HELD
234JMBSJANUS DETROIT STR TR$4K0.00%HELD
235BSXBOSTON SCIENTIFIC CORP$4K0.00%HELD
236COSTCOSTCO WHOLESALE CORPORATION$4K0.00%HELD
237PMPHILIP MORRIS INTL INC$4K0.00%21−46.7%
238AMGNAMGEN INC$4K0.00%12−52.2%
239NVSNOVARTIS AG$4K0.00%HELD
240EENI SPA$4K0.00%HELD
241CAHCARDINAL HEALTH INC$4K0.00%HELD
242BBAIBIGBEAR AI HLDGS INC$4K0.00%HELD
243LITELUMENTUM HLDGS INC$4K0.00%HELD
244AMDADVANCED MICRO DEVICES INC$3K0.00%HELD
245COLBCOLUMBIA BKG SYS INC$3K0.00%HELD
246GEGE AEROSPACE$3K0.00%HELD
247SONYSONY GROUP CORP$3K0.00%HELD
248MNKDMANNKIND CORP$3K0.00%HELD
249CEFSPROTT ASSET MANAGEMENT LP$3K0.00%HELD
250NGGNATIONAL GRID PLC$3K0.00%64−62.7%
251BGIGETF SER SOLUTIONS$3K0.00%HELD
252VBKVANGUARD INDEX FDS$3K0.00%HELD
253TTETOTALENERGIES SE$3K0.00%78−70.3%
254PSAPUBLIC STORAGE OPER CO$3K0.00%30−73.2%
255CCL1EURCARNIVAL CORP$3K0.00%HELD
256KLACKLA CORP$3K0.00%HELD
257DGXQUEST DIAGNOSTICS INC$3K0.00%HELD
258ENBENBRIDGE INC$3K0.00%98−64.5%
259GFFGRIFFON CORP$3K0.00%HELD
260AONAON PLC$3K0.00%HELD
261DALDELTA AIR LINES INC$3K0.00%HELD
262DQDAQO NEW ENERGY CORP$3K0.00%HELD
263GEVGE VERNOVA INC$3K0.00%HELD
264EXIISHARES TR$3K0.00%HELD
265LYGLLOYDS BANKING GROUP PLC$3K0.00%HELD
266XLCSELECT SECTOR SPDR TR$2K0.00%HELD
267NVONOVO-NORDISK A S$2K0.00%HELD
268WMBWILLIAMS COS INC$2K0.00%HELD
269LRNSTRIDE INC$2K0.00%HELD
270EQTEQT CORP$2K0.00%HELD
271GDXVANECK ETF TRUST$2K0.00%HELD
272IWNISHARES TR$2K0.00%66−84.6%
273VEUVANGUARD INTL EQUITY INDEX F$2K0.00%HELD
274TAT&T INC$2K0.00%155−67.4%
275WMT2WELLS FARGO & CO$2K0.00%HELD
276LRCXLAM RESEARCH CORP$2K0.00%HELD
277FETHFIDELITY ETHEREUM FD$2K0.00%HELD
278MSMORGAN STANLEY$2K0.00%HELD
279PPLTABRDN PLATINUM ETF TRUST$2K0.00%HELD
280WDCWESTERN DIGITAL CORP$2K0.00%HELD
281MKSIMKS INC.$2K0.00%HELD
282DUKDUKE ENERGY CORP NEW$2K0.00%25−64.1%
283HLTHILTON WORLDWIDE HLDGS INC$2K0.00%HELD
284TERTERADYNE INC$2K0.00%HELD
285PRMPERIMETER SOLUTIONS INC$2K0.00%HELD
286SASEABRIDGE GOLD INC$2K0.00%HELD
287UBERUBER TECHNOLOGIES INC$2K0.00%HELD
288TSMTAIWAN SEMICONDUCTOR MANUFAC$2K0.00%HELD
289COHRCOHERENT CORP$2K0.00%HELD
290XLUSELECT SECTOR SPDR TR$2K0.00%HELD
291SCHWSCHWAB CHARLES CORP$2K0.00%HELD
292EWZISHARES INC$2K0.00%HELD
293ATIATI INC$2K0.00%HELD
294CMGCHIPOTLE MEXICAN GRILL INC$2K0.00%HELD
295CITHE CIGNA GROUP$2K0.00%HELD
296CCITIGROUP INC$2K0.00%HELD
297WELLWELLTOWER INC$2K0.00%HELD
298NENOBLE CORP PLC$2K0.00%HELD
299AMTAMERICAN TOWER CORP$2K0.00%HELD
300CIENCIENA CORP$2K0.00%HELD
301EBAYEBAY INC.$2K0.00%HELD
302QCOMQUALCOMM INC$2K0.00%HELD
303IEMGISHARES INC$2K0.00%169−88.5%
304NTRNUTRIEN LTD$2K0.00%HELD
305FDISFIDELITY COVINGTON TRUST$1K0.00%HELD
306ELVELEVANCE HEALTH INC FORMERLY$1K0.00%HELD
307ADBEADOBE INC$1K0.00%HELD
308URIUNITED RENTALS INC$1K0.00%HELD
309VNMVANECK ETF TRUST$1K0.00%HELD
310PLDPROLOGIS INC.$1K0.00%35−76.1%
311ROKROCKWELL AUTOMATION INC$1K0.00%HELD
312VRRMVERRA MOBILITY CORP$1K0.00%HELD
313AEMAGNICO EAGLE MINES LTD$1K0.00%HELD
314KEYSKEYSIGHT TECHNOLOGIES INC$1K0.00%HELD
315CCJCAMECO CORP$1K0.00%HELD
316ORLYOREILLY AUTOMOTIVE INC$1K0.00%HELD
317SITMSITIME CORP$1K0.00%HELD
318TTDTHE TRADE DESK INC$1K0.00%HELD
319ANETARISTA NETWORKS INC$1K0.00%HELD
320COOKTRAEGER INC$1K0.00%+46NEW
321NFGNATIONAL FUEL GAS CO$1K0.00%HELD
322CRMSALESFORCE INC$1K0.00%HELD
323GEHCGE HEALTHCARE TECHNOLOGIES I$1K0.00%HELD
324EBNDSPDR SERIES TRUST$1K0.00%HELD
325TJXTJX COS INC NEW$1K0.00%HELD
326SPGIS&P GLOBAL INC$1K0.00%HELD
327APHAMPHENOL CORP$1K0.00%HELD
328MTDMETTLER TOLEDO INTERNATIONAL$1K0.00%HELD
329VRSNVERISIGN INC$1K0.00%HELD
330LYVLIVE NATION ENTERTAINMENT IN$1K0.00%HELD
331MPCMARATHON PETE CORP$1K0.00%HELD
332IVOLKRANESHARES TRUST$1K0.00%HELD
333LMTLOCKHEED MARTIN CORP$1K0.00%HELD
334PSMTPRICESMART INC$1K0.00%HELD
335GDXJVANECK ETF TRUST$1K0.00%HELD
336URNMSPROTT FDS TR$1K0.00%HELD
337EWSISHARES INC$1K0.00%HELD
338CMECME GROUP INC$1K0.00%10−71.4%
339FBTCFIDELITY WISE ORIGIN BITCOIN$1K0.00%HELD
340CRWDCROWDSTRIKE HLDGS INC$1K0.00%HELD
341MMM3M CO$1K0.00%HELD
342TDGTRANSDIGM GROUP INC$1K0.00%HELD
343RIVNRIVIAN AUTOMOTIVE INC$1K0.00%+75NEW
344MPWRMONOLITHIC PWR SYS INC$1K0.00%HELD
345PEPPEPSICO INC$1K0.00%69−90.8%
346AMEAMETEK INC$1K0.00%HELD
347FICOFAIR ISAAC CORP$1K0.00%HELD
348ECLECOLAB INC$1K0.00%HELD
349EHCENCOMPASS HEALTH CORP$1K0.00%HELD
350AEPAMERICAN ELEC PWR CO INC$1K0.00%17−68.0%
351NOWSERVICENOW INC$1K0.00%HELD
352PNCPNC FINL SVCS GROUP INC$1K0.00%22−81.5%
353MRSHMARSH & MCLENNAN COS INC$1K0.00%HELD
354MDUMDU RES GROUP INC$1K0.00%HELD
355VZVERIZON COMMUNICATIONS INC$1K0.00%68−77.3%
356WSTWEST PHARMACEUTICAL SVSC INC$1K0.00%HELD
357WABWABTEC$1K0.00%HELD
358EQIXEQUINIX INC$9810.00%HELD
359WYWEYERHAEUSER CO$9780.00%120−75.0%
360CBCHUBB LTD SWITZ$9780.00%HELD
361SPOTSPOTIFY TECHNOLOGY S A$9700.00%HELD
362DEODIAGEO PLC$9680.00%16−55.2%
363MSGSMADISON SQUARE GRDN SPRT COR$9650.00%HELD
364ITTITT INC$9530.00%HELD
365GLWCORNING INC$9520.00%50−87.7%
366ICEINTERCONTINENTAL EXCHANGE IN$9440.00%HELD
367BPBP PLC$9400.00%405−95.3%
368ENTGENTEGRIS INC$9380.00%HELD
369MANUMANCHESTER UTD PLC NEW$9260.00%HELD
370AKAMAKAMAI TECHNOLOGIES INC$9190.00%HELD
371SENEASENECA FOODS CORP NEW$9070.00%HELD
372TROWPRICE T ROWE GROUP INC$9020.00%HELD
373AMPAMERIPRISE FINL INC$8890.00%HELD
374FCXFREEPORT MCMORAN INC$8820.00%HELD
375CNQCANADIAN NAT RES LTD MED TER$8780.00%HELD
376TRPTC ENERGY CORP$8770.00%56−80.0%
377MIRMIRION TECHNOLOGIES INC$8740.00%HELD
378WTWWILLIS TOWERS WATSON PLC LTD$8730.00%HELD
379IRMDIRADIMED CORP$8670.00%HELD
380MOSMOSAIC CO$8670.00%HELD
381ROSTROSS STORES INC$8670.00%HELD
382NEMNEWMONT CORP$8660.00%HELD
383TMUST-MOBILE US INC$8410.00%HELD
384CEGCONSTELLATION ENERGY CORP$8380.00%HELD
385SOLSSOLSTICE ADVANCED MATLS INC$8380.00%HELD
386CDNSCADENCE DESIGN SYSTEM INC$8340.00%HELD
387TTTRANE TECHNOLOGIES PLC$8340.00%HELD
388MTBM & T BK CORP$8270.00%HELD
389NETCLOUDFLARE INC$8260.00%HELD
390MLCOMELCO RESORTS AND ENTMNT LTD$8240.00%HELD
391MCWMISTER CAR WASH INC$8230.00%HELD
392CRKCOMSTOCK RES INC$8230.00%HELD
393DELLDELL TECHNOLOGIES INC$8210.00%HELD
394ADPAUTOMATIC DATA PROCESSING IN$8130.00%HELD
395BXBLACKSTONE INC$8050.00%HELD
396JBLJABIL INC$7970.00%HELD
397ELLAUDER ESTEE COS INC$7900.00%HELD
398EMREMERSON ELEC CO$7870.00%HELD
399ITWILLINOIS TOOL WKS INC$7810.00%HELD
400FORMFORMFACTOR INC$7760.00%HELD
401LVSLAS VEGAS SANDS CORP$7550.00%HELD
402ALCALCON AG$7540.00%HELD
403EWBCEAST WEST BANCORP INC$7480.00%HELD
404KKRKKR & CO INC$7400.00%HELD
405CRHCRH PLC$7360.00%HELD
406KNFKNIFE RIVER CORP$7350.00%HELD
407WSOWATSCO INC$7280.00%HELD
408SNASNAP ON INC$7270.00%HELD
409EOGEOG RES INC$7230.00%100−95.2%
410STLDSTEEL DYNAMICS INC$7200.00%HELD
411NTAPNETAPP INC$7170.00%HELD
412CHRDCHORD ENERGY CORPORATION$7110.00%HELD
413ZTSZOETIS INC$7100.00%HELD
414MSGEMADISON SQUARE GARDEN ENTMT$7070.00%HELD
415GRMNGARMIN LTD$6970.00%HELD
416EXPEEXPEDIA GROUP INC$6930.00%HELD
417PCARPACCAR INC$6930.00%HELD
418HWMHOWMET AEROSPACE INC$6920.00%HELD
419PDFSPDF SOLUTIONS INC$6870.00%HELD
420GGGGRACO INC$6780.00%HELD
421CTASCINTAS CORP$6770.00%HELD
422DTMDT MIDSTREAM INC$6740.00%HELD
423RMDRESMED INC$6740.00%HELD
424SAROSTANDARDAERO INC$6720.00%HELD
425CRDOCREDO TECHNOLOGY GROUP HOLDI$6580.00%HELD
426FASTFASTENAL CO$6500.00%HELD
427NUNU HLDGS LTD$6470.00%HELD
428SWKSSKYWORKS SOLUTIONS INC$6430.00%HELD
429KVUEKENVUE INC$6380.00%HELD
430ADIANALOG DEVICES INC$6370.00%HELD
431LAMRLAMAR ADVERTISING CO$6340.00%HELD
432HEI/AHEICO CORP NEW$6340.00%HELD
433CVNACARVANA CO$6290.00%HELD
434ZBRAZEBRA TECHNOLOGIES CORPORATI$6280.00%HELD
435CUBICUSTOMERS BANCORP INC$6250.00%HELD
436AMPXAMPRIUS TECHNOLOGIES INC$6240.00%+37NEW
437HSYHERSHEY CO$6240.00%HELD
438ONTOONTO INNOVATION INC$6160.00%HELD
439RRYDER SYS INC$6150.00%HELD
440EAELECTRONIC ARTS INC$6120.00%HELD
441BKRBAKER HUGHES COMPANY$6110.00%HELD
442SMGSCOTTS MIRACLE-GRO CO$6090.00%HELD
443CMCSACOMCAST CORP NEW$6030.00%HELD
444BOHBANK HAWAII CORP$5940.00%HELD
445FANGDIAMONDBACK ENERGY INC$5940.00%HELD
446UTHRUNITED THERAPEUTICS CORP DEL$5930.00%HELD
447MLMMARTIN MARIETTA MATLS INC$5890.00%HELD
448TRVTRAVELERS COMPANIES INC$5840.00%HELD
449CPAYCORPAY INC$5820.00%HELD
450IFFINTERNATIONAL FLAVORS&FRAGRA$5810.00%HELD
451MNSTMONSTER BEVERAGE CORP NEW$5800.00%HELD
452FFIVF5 INC$5790.00%HELD
453AAGILENT TECHNOLOGIES INC$5700.00%HELD
454VRSKVERISK ANALYTICS INC$5700.00%HELD
455LNGCHENIERE ENERGY INC$5680.00%HELD
456METMETLIFE INC$5660.00%HELD
457CTRACOTERRA ENERGY INC$5630.00%HELD
458IXJISHARES TR$5620.00%115−95.0%
459IDXXIDEXX LABS INC$5620.00%HELD
460ACLSAXCELIS TECHNOLOGIES INC$5590.00%HELD
461CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5530.00%HELD
462QUREQUANTA SVCS INC$5500.00%HELD
463BIIBBIOGEN INC$5500.00%HELD
464UAAUNDER ARMOUR INC$5500.00%HELD
465AFLAFLAC INC$5490.00%HELD
466EXEEXPAND ENERGY CORPORATION$5490.00%HELD
467WCCWESCO INTL INC$5480.00%HELD
468WSMWILLIAMS SONOMA INC$5470.00%HELD
469OKEONEOK INC NEW$5430.00%HELD
470MNROMONRO INC$5300.00%HELD
471APGAPI GROUP CORP$5270.00%HELD
472VEEVVEEVA SYS INC$5270.00%HELD
473COINCOINBASE GLOBAL INC$5240.00%HELD
474ALGNALIGN TECHNOLOGY INC$5150.00%HELD
475SLBSLB LIMITED$5140.00%HELD
476HURNHURON CONSULTING GROUP INC$5100.00%HELD
477DXCMDEXCOM INC$5030.00%HELD
478ABMABM INDS INC$5010.00%HELD
479XLBSELECT SECTOR SPDR TR$5000.00%HELD
480JEFJEFFERIES FINANCIAL GROUP IN$4960.00%HELD
481MDBMONGODB INC$4900.00%HELD
482OREALTY INCOME CORP$4900.00%54−87.1%
483ACTENACT HLDGS INC$4900.00%HELD
484HUBSHUBSPOT INC$4890.00%HELD
485BRBROADRIDGE FINL SOLUTIONS IN$4880.00%HELD
486BVBRIGHTVIEW HLDGS INC$4840.00%HELD
487EQHEQUITABLE HLDGS INC$4830.00%HELD
488KMBKIMBERLY-CLARK CORP$4830.00%21−80.8%
489MEDPMEDPACE HLDGS INC$4810.00%HELD
490EWEDWARDS LIFESCIENCES CORP$4810.00%HELD
491IRINGERSOLL RAND INC$4810.00%HELD
492COCOVITA COCO CO INC$4800.00%HELD
493FHNFIRST HORIZON CORPORATION$4780.00%HELD
494AORTARTIVION INC$4770.00%HELD
495MXLMAXLINEAR INC$4700.00%HELD
496QRVOQORVO INC$4650.00%HELD
497LIILENNOX INTL INC$4650.00%HELD
498MDLZMONDELEZ INTL INC$4620.00%220−96.5%
499MARAMARA HOLDINGS INC$4570.00%HELD
500PPCPILGRIMS PRIDE CORP$4540.00%HELD

Source: SEC EDGAR · accession 0001938514-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.