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Institutional

Dogwood Wealth Management LLC

CIK 0002056922
$230.3M
Reported AUM
860
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Dogwood Wealth Management LLC · Q1 2026

AI · grounded in 13F

Dogwood Wealth Management LLC trimmed its position in KMI by 96.04%, marking its largest reduction of the period. The fund also significantly reduced holdings in UBER by 95.74% and ORCL by 90.50%. On the buy side, the fund established a new position in BALT worth $1.39M and increased its stake in VTI by 10.40%.

Portfolio · Q1 2026

FBND$18.6MPVAL$18.3MVTI$15.3MQQQM$11.9MOUNZAVUVAVLCSHYREGLIDMOJAAASPYGOther$97.3MDL

Top holdings· first 500 of 860

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%5.41%2.25%$18.6M8.09%+32,640+8.7%
2PVALPUTNAM ETF TRUST$50.53-1.62%30.97%108.83%$18.3M7.94%+24,377+6.6%
3VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$15.3M6.66%+4,504+10.4%
4QQQMINVESCO EXCH TRADED FD TR II$290.35-4.78%33.80%99.76%$11.9M5.16%+4,692+10.4%
5OUNZVANECK MERK GOLD ETF$41.51-3.64%30.04%135.18%$10.4M4.50%3,212−1.4%
6AVUVAMERICAN CENTY ETF TR$119.70-1.44%35.45%76.66%$9.7M4.20%+3,230+3.8%
7AVLCAMERICAN CENTY ETF TR$87.85-2.77%28.57%85.73%$9.0M3.90%+2,571+2.3%
8SHYISHARES TR$81.86-0.21%3.62%8.72%$8.9M3.85%+5,075+5.0%
9REGLPROSHARES TR$88.030.55%10.81%38.37%$8.3M3.61%+5,706+6.3%
10IDMOINVESCO EXCH TRADED FD TR II$57.85-3.29%18.48%93.21%$8.0M3.48%+12,295+9.2%
11JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$7.0M3.05%+8,899+6.8%
12SPYGSPDR SERIES TRUST$116.55-3.83%28.20%85.39%$6.9M3.00%+8,706+14.1%
13MUBISHARES TR$106.97-0.21%7.30%3.94%$5.8M2.51%+2,082+4.0%
14IVVISHARES TR$740.91-2.62%24.60%80.03%$5.7M2.49%HELD
15AVIGAMERICAN CENTY ETF TR$41.09-0.48%5.65%-1.39%$5.2M2.25%836−0.7%
16AVSCAMERICAN CENTY ETF TR$68.33-1.75%36.58%51.38%$4.2M1.83%+106+0.2%
17STIPISHARES TR$102.28-0.23%4.95%16.88%$4.1M1.79%+1,600+4.2%
18NLRVANECK ETF TRUST$122.11-7.19%25.58%164.69%$2.9M1.27%+2,261+11.5%
19NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.7M1.18%334−2.1%
20SPTMSPDR SERIES TRUST$89.42-2.56%24.55%76.97%$2.7M1.17%242−0.7%
21USRTISHARES TR$65.340.88%17.00%23.27%$2.6M1.12%+1,695+4.1%
22VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$2.5M1.10%74−0.8%
23XSVNBONDBLOXX ETF TRUST$46.79-0.53%4.45%13.29%$2.4M1.04%+6,930+16.0%
24IEURISHARES TR$74.36-2.00%15.25%46.85%$2.3M1.00%+198+0.6%
25AAPLAPPLE INC$307.34-1.25%51.31%116.17%$2.3M1.00%1,151−11.3%
26IPACISHARES TR$80.63-3.34%23.93%44.08%$2.3M0.98%901−3.0%
27IYRISHARES TR$102.540.74%10.54%8.63%$2.1M0.92%+402+1.8%
28HYMBSPDR SERIES TRUST$25.17-0.20%8.11%1.00%$1.9M0.82%+1,776+2.4%
29AVDVAMERICAN CENTY ETF TR$105.99-3.19%39.79%90.17%$1.8M0.79%652−3.5%
30HYGVFLEXSHARES TR$39.96-0.42%7.34%18.84%$1.7M0.75%+60+0.1%
31AVEMAMERICAN CENTY ETF TR$91.23-6.45%$1.7M0.74%136−0.6%
32VBVANGUARD INDEX FDS$288.20-2.44%$1.5M0.67%HELD
33BALTINNOVATOR ETFS TRUST$34.17-0.06%$1.4M0.61%+41,679NEW
34BILSPDR SERIES TRUST$91.450.04%$1.3M0.57%+1,526+12.0%
35WMTWALMART INC$118.880.97%$1.2M0.53%+771+8.4%
36JPMJPMORGAN CHASE & CO$312.370.48%$1.2M0.51%623−13.4%
37COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$1.2M0.50%467−28.8%
38MSFTMICROSOFT CORP$416.67-2.66%$1.1M0.47%911−23.6%
39AMZNAMAZON COM INC$246.03-3.06%$1.0M0.45%2,491−33.2%
40AVGOBROADCOM INC$385.73-7.92%$999K0.43%39−1.2%
41WELLWELLTOWER INC$206.933.03%$737K0.32%380−9.3%
42VVISA INC$323.571.06%$728K0.32%+334+16.1%
43VNQVANGUARD INDEX FDS$96.790.72%$714K0.31%4,344−35.0%
44GOOGALPHABET INC$365.76-0.95%$708K0.31%1,165−32.1%
45DUKDUKE ENERGY CORP NEW$124.221.97%$704K0.31%1,751−24.6%
46GOOGLALPHABET INC$368.53-0.98%$665K0.29%693−23.1%
47XOMEXXON MOBIL CORP$149.92-1.39%$548K0.24%+383+13.5%
48JNJJOHNSON & JOHNSON$232.772.02%$538K0.23%211−8.7%
49METAMETA PLATFORMS INC$593.00-5.51%$492K0.21%233−21.3%
50BRK/BBERKSHIRE HATHAWAY INC DEL$468K0.20%323−24.8%
51LLYELI LILLY & CO$1131.420.55%$459K0.20%196−28.2%
52HDHOME DEPOT INC$310.780.27%$456K0.20%591−29.9%
53PEPPEPSICO INC$141.92-0.16%$454K0.20%1,022−25.9%
54CEFSPROTT ASSET MANAGEMENT LP$44.13-5.81%$450K0.20%+9,425NEW
55AGGISHARES TR$98.17-0.50%$444K0.19%+1,033+30.1%
56SOSOUTHERN CO$92.601.07%$391K0.17%1,535−27.5%
57MAMASTERCARD INCORPORATED$491.081.93%$386K0.17%208−21.2%
58MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%$385K0.17%280−44.3%
59TJXTJX COS INC NEW$160.711.31%$380K0.17%950−28.5%
60WMWASTE MGMT INC DEL$220.400.63%$375K0.16%734−31.0%
61GEGE AEROSPACE$328.000.11%$373K0.16%575−30.4%
62ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$328K0.14%867−34.9%
63BKRBAKER HUGHES COMPANY$62.59-5.32%$327K0.14%1,524−22.1%
64CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$322K0.14%+776+1583.7%
65QCOMQUALCOMM INC$215.94-10.98%$319K0.14%1,471−37.2%
66NOWSERVICENOW INC$112.45-5.79%$311K0.14%526−15.0%
67ROPROPER TECHNOLOGIES INC$332.180.11%$311K0.13%435−33.1%
68TDGTRANSDIGM GROUP INC$1238.740.87%$311K0.13%196−42.2%
69KKRKKR & CO INC$93.40-2.16%$300K0.13%2,126−39.6%
70VTIPVANGUARD MALVERN FDS$50.31-0.20%$300K0.13%HELD
71TSLATESLA INC$391.00-6.56%$295K0.13%499−38.6%
72PGRPROGRESSIVE CORP$204.024.42%$294K0.13%734−33.1%
73VTEBVANGUARD MUN BD FDS$50.30-0.16%$291K0.13%HELD
74AVUSAMERICAN CENTY ETF TR$125.15-2.49%$284K0.12%53−2.0%
75AVLVAMERICAN CENTY ETF TR$89.80-1.74%$274K0.12%43−1.3%
76PGPROCTER & GAMBLE CO$146.544.09%$259K0.11%+1,324+282.3%
77INTUINTUIT$296.76-1.73%$244K0.11%+494+695.8%
78AMEAMETEK INC$226.55-0.97%$236K0.10%308−21.8%
79KRKROGER CO$63.572.14%$236K0.10%4,631−58.6%
80LULULULULEMON ATHLETICA INC$114.23-8.56%$234K0.10%+1,531NEW
81ASMLASML HLDG NV$1641.74-6.59%$226K0.10%+157+1121.4%
82JMSTJ P MORGAN EXCHANGE TRADED F$50.930.02%$217K0.09%376−8.1%
83MDTMEDTRONIC PLC$81.67-0.32%$214K0.09%510−17.1%
84RSGREPUBLIC SVCS INC$210.041.02%$213K0.09%213−18.0%
85FTVFORTIVE CORP$211K0.09%1,294−25.3%
86PEGPUBLIC SVC ENTERPRISE GROUP$79.481.79%$210K0.09%566−17.9%
87WCNWASTE CONNECTIONS INC$155.220.82%$199K0.09%248−16.8%
88TMUST-MOBILE US INC$178.100.61%$198K0.09%43−4.4%
89MCOMOODYS CORP$451.350.49%$198K0.09%+420+1235.3%
90APAMARTISAN PARTNERS ASSET MGMT$37.19-0.72%$183K0.08%998−16.6%
91PTCPTC INC$137.00-1.29%$182K0.08%1−0.1%
92CSCOCISCO SYS INC$121.64-6.43%$180K0.08%6,853−74.7%
93NEENEXTERA ENERGY INC$85.840.19%$180K0.08%+139+7.7%
94DHRDANAHER CORP DEL$184.30-1.25%$176K0.08%+825+801.0%
95EZBCFRANKLIN TEMPLETON DIGITAL H$34.84-5.09%$176K0.08%+1,534+52.0%
96IJSISHARES TR$130.17-1.74%$172K0.07%+1+0.1%
97MUMICRON TECHNOLOGY INC$864.01-13.25%$165K0.07%+95+24.1%
98NFLXNETFLIX INC.$82.180.76%$165K0.07%4,399−71.9%
99IEFISHARES TR$93.62-0.53%$164K0.07%+1,217+241.0%
100CVXCHEVRON CORPORATION$187.31-0.55%$155K0.07%3,127−80.7%
101PSLVSPROTT ASSET MANAGEMENT LP$145K0.06%+5,950NEW
102MOALTRIA GROUP INC$140K0.06%+129+6.5%
103AVMUAMERICAN CENTY ETF TR$136K0.06%307−9.4%
104MRKMERCK & CO INC$136K0.06%+87+8.4%
105PHYSSPROTT ASSET MANAGEMENT LP$128K0.06%+3,602NEW
106AVDEAMERICAN CENTY ETF TR$125K0.05%43−2.8%
107DFIVDIMENSIONAL ETF TRUST$123K0.05%+4+0.2%
108ABBVABBVIE INC$120K0.05%+77+16.3%
109SPSMSPDR SERIES TRUST$119K0.05%54−2.1%
110GLWCORNING INC$118K0.05%+82+10.4%
111AVDSAMERICAN CENTY ETF TR$112K0.05%60−3.7%
112VOOVANGUARD INDEX FDS$103K0.04%HELD
113SPPPSPROTT ASSET MANAGEMENT LP$98K0.04%+6,300NEW
114PLTRPALANTIR TECHNOLOGIES INC$96K0.04%+33+5.3%
115KOCOCA COLA CO$96K0.04%+226+21.9%
116HYDVANECK ETF TRUST$95K0.04%HELD
117ANETARISTA NETWORKS INC$91K0.04%+86+13.1%
118CATCATERPILLAR INC$85K0.04%+27+29.0%
119QQQHNEOS ETF TRUST$83K0.04%+36+2.3%
120SLVISHARES SILVER TR$77K0.03%HELD
121DEDEERE & CO$74K0.03%+22+20.2%
122SPYVSPDR SERIES TRUST$73K0.03%577−30.9%
123VBILVANGUARD INSTL INDEX FD$72K0.03%+71+8.1%
124BACBANK AMERICA CORP$71K0.03%+365+33.2%
125MSMORGAN STANLEY$69K0.03%+83+24.6%
126PLDPROLOGIS INC.$68K0.03%+114+28.6%
127GSGOLDMAN SACHS GROUP INC$68K0.03%+27+50.9%
128GEVGE VERNOVA INC$65K0.03%+19+34.5%
129AMATAPPLIED MATLS INC$64K0.03%+60+46.9%
130VGKVANGUARD INTL EQUITY INDEX F$63K0.03%HELD
131RKLBROCKET LAB CORP$63K0.03%+79+8.8%
132LQDISHARES TR$62K0.03%+420+289.7%
133TLTISHARES TR$61K0.03%+526+290.6%
134AMDADVANCED MICRO DEVICES INC$61K0.03%+26+9.5%
135TSMTAIWAN SEMICONDUCTOR MANUFAC$61K0.03%+112+162.3%
136COPCONOCOPHILLIPS$60K0.03%+307+211.7%
137CCITIGROUP INC$57K0.02%+196+63.6%
138INTCINTEL CORP$57K0.02%+488+61.3%
139TMOTHERMO FISHER SCIENTIFIC INC$55K0.02%+28+33.7%
140GILDGILEAD SCIENCES INC$54K0.02%+157+67.4%
141BABOEING CO$54K0.02%+33+13.8%
142LRCXLAM RESEARCH CORP$54K0.02%+152+152.0%
143BCSBARCLAYS PLC$53K0.02%HELD
144IAUISHARES GOLD TR$53K0.02%HELD
145CMECME GROUP INC$52K0.02%+15+9.3%
146VIGVANGUARD SPECIALIZED FUNDS$52K0.02%HELD
147RTXRTX CORPORATION$52K0.02%+21+8.4%
148CIENCIENA CORP$51K0.02%+124+1550.0%
149ABTABBOTT LABORATORIES$50K0.02%+74+18.0%
150SANBANCO SANTANDER SA$49K0.02%+209+5.0%
151VRTVERTIV HOLDINGS CO$49K0.02%+136+226.7%
152MCDMCDONALDS CORP$49K0.02%+26+19.7%
153ITWILLINOIS TOOL WKS INC$48K0.02%+30+19.6%
154SRESEMPRA$47K0.02%+25+5.4%
155STPZPIMCO ETF TR$47K0.02%231−21.1%
156MPCMARATHON PETE CORP$46K0.02%+15+8.6%
157RCLROYAL CARIBBEAN GROUP$45K0.02%+28+20.7%
158WMT2WELLS FARGO & CO$45K0.02%+5+0.9%
159KLACKLA CORP$43K0.02%+15+107.1%
160NEMNEWMONT CORP$42K0.02%+160+69.9%
161BMYBRISTOL-MYERS SQUIBB CO$42K0.02%+252+57.0%
162AMGNAMGEN INC$42K0.02%+44+58.7%
163SPYSTATE STR SPDR S&P 500 ETF T$41K0.02%HELD
164PMPHILIP MORRIS INTL INC$41K0.02%+64+35.4%
165LOWLOWES COS INC$40K0.02%+55+48.2%
166ORCLORACLE CORP$40K0.02%2,583−90.5%
167QRVOQORVO INC$39K0.02%HELD
168SHWSHERWIN WILLIAMS CO$39K0.02%+54+81.8%
169APPAPPLOVIN CORP$39K0.02%+38+64.4%
170UNPUNION PAC CORP$38K0.02%+54+51.9%
171HYSPIMCO ETF TR$38K0.02%228−35.8%
172SPMOINVESCO EXCH TRADED FD TR II$37K0.02%40−10.8%
173EMREMERSON ELEC CO$37K0.02%+14+5.2%
174DISDISNEY WALT CO$37K0.02%+20+5.5%
175COFCAPITAL ONE FINL CORP$37K0.02%27−11.8%
176VWOVANGUARD INTL EQUITY INDEX F$35K0.02%HELD
177AXPAMERICAN EXPRESS CO$35K0.02%+32+38.6%
178LITELUMENTUM HLDGS INC$34K0.01%+27+128.6%
179SCHWSCHWAB CHARLES CORP$33K0.01%+102+41.3%
180CWCURTISS WRIGHT CORP$33K0.01%+19+65.5%
181VRTXVERTEX PHARMACEUTICALS INC$32K0.01%+33+84.6%
182SPGSIMON PPTY GROUP INC NEW$32K0.01%+41+31.5%
183PHPARKER-HANNIFIN CORP$31K0.01%+8+29.6%
184SHELSHELL PLC$31K0.01%+75+28.7%
185VZVERIZON COMMUNICATIONS INC$31K0.01%+291+90.4%
186APHAMPHENOL CORP$31K0.01%+35+16.8%
187AEPAMERICAN ELEC PWR CO INC$30K0.01%5−2.1%
188STXSEAGATE TECHNOLOGY HLDNGS PL$30K0.01%+40+111.1%
189TXNTEXAS INSTRS INC$29K0.01%+78+108.3%
190PNCPNC FINL SVCS GROUP INC$29K0.01%+61+79.2%
191CHRWC H ROBINSON WORLDWIDE IN$29K0.01%+4+2.4%
192PFEPFIZER INC$28K0.01%+502+98.0%
193CVSCVS HEALTH CORP$28K0.01%+25+6.8%
194VPLVANGUARD INTL EQUITY INDEX F$28K0.01%HELD
195HONHONEYWELL INTL INC$28K0.01%+58+87.9%
196RGLDROYAL GOLD INC$28K0.01%27−19.7%
197BKBANK NEW YORK MELLON CORP$28K0.01%+146+164.0%
198TFCTRUIST FINL CORP$28K0.01%+146+31.7%
199SLBSLB LIMITED$28K0.01%+228+72.6%
200NYTNEW YORK TIMES CO MTN BE$28K0.01%+40+13.8%
201OKEONEOK INC NEW$27K0.01%+240+375.0%
202UNHUNITEDHEALTH GROUP INC$27K0.01%+16+19.0%
203USBUS BANCORP$27K0.01%+107+26.1%
204SNDKSANDISK CORP$27K0.01%+29+223.1%
205GLDSPDR GOLD TR$27K0.01%+62NEW
206KMIKINDER MORGAN INC DEL$27K0.01%19,246−96.0%
207JCIJOHNSON CONTROLS INTERNATION$26K0.01%+55+37.4%
208LINLINDE PLC$26K0.01%+38+253.3%
209REGNREGENERON PHARMACEUTICALS$26K0.01%+12+54.5%
210EDCONSOLIDATED EDISON INC$26K0.01%2,477−91.4%
211LEUCENTRUS ENERGY CORP$26K0.01%+51+51.0%
212IBMINTERNATIONAL BUSINESS MACHS$26K0.01%+47+77.0%
213MRVLMARVELL TECHNOLOGY INC$26K0.01%+86+48.3%
214SIISPROTT INC$26K0.01%+26+16.8%
215PANWPALO ALTO NETWORKS INC$25K0.01%+146+1327.3%
216PSXPHILLIPS 66$25K0.01%+99+253.8%
217ROSTROSS STORES INC$24K0.01%+17+17.7%
218ISRGINTUITIVE SURGICAL INC$24K0.01%3−5.4%
219HWMHOWMET AEROSPACE INC$24K0.01%+34+47.2%
220ECLECOLAB INC$24K0.01%+9+11.1%
221ADIANALOG DEVICES INC$24K0.01%+41+120.6%
222FANGDIAMONDBACK ENERGY INC$23K0.01%+22+22.9%
223BLKBLACKROCK INC$23K0.01%HELD
224EQIXEQUINIX INC$23K0.01%+23+0.0%
225EPDENTERPRISE PRODS PARTNERS L$23K0.01%21−3.4%
226CRMSALESFORCE INC$22K0.01%+12+11.1%
227CHDCHURCH & DWIGHT CO INC$22K0.01%+238NEW
228SHVISHARES TR$22K0.01%+152+310.2%
229UBERUBER TECHNOLOGIES INC$22K0.01%6,902−95.7%
230QUREQUANTA SVCS INC$22K0.01%+10+33.3%
231QYLDGLOBAL X FDS$22K0.01%+37+3.0%
232DLRDIGITAL RLTY TR INC$22K0.01%+94+376.0%
233SCZISHARES TR$21K0.01%HELD
234IEIISHARES TR$21K0.01%+137+311.4%
235TAT&T INC$21K0.01%+404+121.7%
236AEMAGNICO EAGLE MINES LTD$21K0.01%+33+46.5%
237EOGEOG RES INC$21K0.01%+99+210.6%
238CMICUMMINS INC$21K0.01%+10+34.5%
239CTVACORTEVA INC$21K0.01%+137+123.4%
240SLFSUN LIFE FINANCIAL INC.$20K0.01%HELD
241WBDWARNER BROS DISCOVERY INC$20K0.01%+32+4.5%
242MARMARRIOTT INTL INC NEW$20K0.01%+9+17.0%
243FVDFIRST TR EXCHANGE-TRADED FD$20K0.01%HELD
244SHOPSHOPIFY INC$20K0.01%+63+58.9%
245CMCSACOMCAST CORP NEW$20K0.01%+472+212.6%
246DCIDONALDSON INC$20K0.01%+34+17.0%
247AMTAMERICAN TOWER CORP$20K0.01%+53+85.5%
248NSCNORFOLK SOUTHN CORP$19K0.01%+20+42.6%
249ADBEADOBE INC$19K0.01%+20+33.9%
250AWIARMSTRONG WORLD INDS INC NEW$19K0.01%+9+8.5%
251WDCWESTERN DIGITAL CORP$19K0.01%+63+900.0%
252JEPIJ P MORGAN EXCHANGE TRADED F$19K0.01%+6+1.8%
253AGZDWISDOMTREE TR$19K0.01%HELD
254NOCNORTHROP GRUMMAN CORP$18K0.01%+12+80.0%
255LMTLOCKHEED MARTIN CORP$18K0.01%+13+76.5%
256GDGENERAL DYNAMICS CORP$18K0.01%+3+6.1%
257SPGIS&P GLOBAL INC$17K0.01%+3+7.9%
258ZTSZOETIS INC$17K0.01%+59+67.0%
259TQQQPROSHARES TR$17K0.01%416−50.1%
260ACNACCENTURE PLC IRELAND$17K0.01%+33+61.1%
261WTSWATTS WATER TECHNOLOGIES INC$17K0.01%HELD
262FDXFEDEX CORP$17K0.01%+34+242.9%
263HCAHCA HEALTHCARE INC$17K0.01%+11+44.0%
264FRELFIDELITY COVINGTON TRUST$17K0.01%HELD
265LHXL3HARRIS TECHNOLOGIES INC$17K0.01%+7+16.7%
266TTCTORO CO$17K0.01%+11+6.6%
267FASTFASTENAL CO$17K0.01%+14+4.1%
268BPOPPOPULAR INC$17K0.01%+24+24.2%
269HALHALLIBURTON CO$16K0.01%+130+44.4%
270ASTSAST SPACEMOBILE INC$16K0.01%+130+191.2%
271SBUXSTARBUCKS CORP$16K0.01%+75+69.4%
272IDXXIDEXX LABS INC$16K0.01%+14+93.3%
273NXSTNEXSTAR MEDIA GROUP INC$16K0.01%HELD
274EAELECTRONIC ARTS INC$16K0.01%+4+5.4%
275ADSKAUTODESK INC$16K0.01%16−19.5%
276GMGENERAL MTRS CO$16K0.01%+66+45.5%
277REGREGENCY CTRS CORP$16K0.01%+22+11.9%
278IVWISHARES TR$15K0.01%HELD
279TELTE CONNECTIVITY PLC$15K0.01%+39+111.4%
280ETNEATON CORP PLC$15K0.01%+16+59.3%
281CDNSCADENCE DESIGN SYSTEM INC$15K0.01%10−15.4%
282MSIMOTOROLA SOLUTIONS INC$15K0.01%+19+118.8%
283CEGCONSTELLATION ENERGY CORP$15K0.01%4−7.0%
284PCARPACCAR INC$14K0.01%+20+19.0%
285THIRTHOR FINL TECHNOLOGIES TR$14K0.01%+465NEW
286SAPSAP SE$14K0.01%+15+21.7%
287KGCKINROSS GOLD CORP$14K0.01%+63+15.5%
288VUGVANGUARD INDEX FDS$14K0.01%HELD
289THCTENET HEALTHCARE CORP$14K0.01%+14+23.3%
290ICEINTERCONTINENTAL EXCHANGE IN$14K0.01%+42+91.3%
291ABNBAIRBNB INC$14K0.01%+20+22.5%
292HLTHILTON WORLDWIDE HLDGS INC$14K0.01%+20+80.0%
293CSXCSX CORP$13K0.01%+152+88.4%
294URIUNITED RENTALS INC$13K0.01%+1+5.9%
295RIORIO TINTO PLC$13K0.01%+68+94.4%
296XELXCEL ENERGY INC$13K0.01%+26+19.0%
297BEBLOOM ENERGY CORP$13K0.01%+56+143.6%
298CBRECBRE GROUP INC$13K0.01%31−24.6%
299FERGFERGUSON ENTERPRISES INC$13K0.01%4−6.8%
300IGSBISHARES TR$13K0.01%+180+290.3%
301BKNGBOOKING HOLDINGS INC$13K0.01%+1+50.0%
302SFSTIFEL FINL CORP$12K0.01%+71+73.2%
303EFXTENERFLEX LTD$12K0.01%+66+12.7%
304ODFLOLD DOMINION FREIGHT LINE IN$12K0.01%+1+1.6%
305IVZINVESCO LTD$12K0.01%+4+0.8%
306OREALTY INCOME CORP$12K0.01%+129+189.7%
307TPRTAPESTRY INC$12K0.01%+67+372.2%
308VFHVANGUARD WORLD FD$12K0.01%HELD
309BXBLACKSTONE INC$12K0.01%53−33.8%
310LNGCHENIERE ENERGY INC$12K0.01%+30+250.0%
311XPOXPO INC$12K0.01%+61NEW
312TNLTRAVEL PLUS LEISURE CO$12K0.01%+25+17.1%
313NETCLOUDFLARE INC$12K0.01%21−26.9%
314PUMPPROPETRO HLDG CORP$12K0.01%HELD
315FRFIRST INDL RLTY TR INC$12K0.01%+36+21.7%
316QXOQXO INC$12K0.01%HELD
317YUMYUM BRANDS INC$11K0.00%+34+85.0%
318DDOMINION ENERGY INC$11K0.00%+47+34.1%
319CBCHUBB LTD SWITZ$11K0.00%+13+59.1%
320AUANGLOGOLD ASHANTI PLC$11K0.00%+19+19.4%
321FFORD MTR CO$11K0.00%41−4.0%
322SYKSTRYKER CORPORATION$11K0.00%+1+3.0%
323BDXBECTON DICKINSON & CO$11K0.00%+26+57.8%
324TRVTRAVELERS COMPANIES INC$11K0.00%HELD
325FIXCOMFORT SYS USA INC$11K0.00%+5+166.7%
326APOAPOLLO GLOBAL MGMT INC$11K0.00%+73+292.0%
327PSAPUBLIC STORAGE OPER CO$11K0.00%+21+110.5%
328FRTFEDERAL RLTY INVT TR NEW$11K0.00%+10+10.9%
329HOODROBINHOOD MKTS INC$11K0.00%+21+15.6%
330BCBRUNSWICK CORP$11K0.00%+29+24.4%
331VTRVENTAS INC$11K0.00%+8+6.5%
332SCCOSOUTHERN COPPER CORP$11K0.00%HELD
333DASHDOORDASH INC$11K0.00%+12+20.3%
334FCXFREEPORT MCMORAN INC$11K0.00%+160+761.9%
335PAYXPAYCHEX INC$11K0.00%+40+54.1%
336CTASCINTAS CORP$10K0.00%17−21.5%
337HSBCHSBC HLDGS PLC$10K0.00%+109+681.3%
338TRGPTARGA RES CORP$10K0.00%+20+95.2%
339IPORENAISSANCE CAP GREENWICH FD$10K0.00%HELD
340CRHCRH PLC$10K0.00%+39+68.4%
341AAALCOA CORP$10K0.00%+17+12.6%
342SPABSPDR SERIES TRUST$10K0.00%HELD
343DHID R HORTON INC$10K0.00%+4+5.8%
344MWAMUELLER WTR PRODS INC$10K0.00%HELD
345WMBWILLIAMS COS INC$10K0.00%+82+149.1%
346USHYISHARES TR$10K0.00%+210+350.0%
347SGISOMNIGROUP INTERNATIONAL INC$10K0.00%37−21.6%
348IGLBISHARES TR$10K0.00%+153+332.6%
349JBLJABIL INC$10K0.00%+25+208.3%
350SIRISIRIUSXM HOLDINGS INC$10K0.00%HELD
351PHMPULTE GROUP INC$10K0.00%+27+48.2%
352MURMURPHY OIL CORP$10K0.00%HELD
353FTNTFORTINET INC$10K0.00%+68+133.3%
354WPCWP CAREY INC$10K0.00%+27+23.3%
355BABAALIBABA GROUP HLDG LTD$10K0.00%+72+1440.0%
356EGPEASTGROUP PPTYS INC$10K0.00%+6+13.0%
357QUALISHARES TR$10K0.00%HELD
358FTITECHNIPFMC PLC$9K0.00%+125+1388.9%
359T86TRI POINTE HOMES INC$9K0.00%HELD
360MMM3M CO$9K0.00%49−43.8%
361SNPSSYNOPSYS INC$9K0.00%+8+53.3%
362BFHBREAD FINANCIAL HOLDINGS INC$9K0.00%+52+76.5%
363MPMP MATERIALS CORP$9K0.00%+121+189.1%
364EBAYEBAY INC.$9K0.00%14−12.6%
365TSEMTOWER SEMICONDUCTOR LTD$9K0.00%+34+212.5%
366WCCWESCO INTL INC$9K0.00%HELD
367DOVDOVER CORP$9K0.00%+39+1300.0%
368JKHYHENRY JACK & ASSOC INC$9K0.00%+24+77.4%
369VICIVICI PPTYS INC$9K0.00%+226+251.1%
370TOLTOLL BROTHERS INC$9K0.00%HELD
371BWABORGWARNER INC$9K0.00%+36+29.5%
372GILGILDAN ACTIVEWEAR INC$9K0.00%HELD
373EXCEXELON CORP$9K0.00%+42+31.8%
374STTSTATE STR CORP$8K0.00%+38+131.0%
375GHCGRAHAM HLDGS CO$8K0.00%HELD
376VRSNVERISIGN INC$8K0.00%+33+3300.0%
377CTRECARETRUST REIT INC$8K0.00%HELD
378CCJCAMECO CORP$8K0.00%HELD
379GLGLOBE LIFE INC$8K0.00%+12+25.5%
380RUSHARUSH ENTERPRISES INC$8K0.00%+42+51.9%
381CCICROWN CASTLE INC$8K0.00%+76+316.7%
382VISVANGUARD WORLD FD$8K0.00%HELD
383LMNDLEMONADE INC$8K0.00%HELD
384AXONAXON ENTERPRISE INC$8K0.00%+8+72.7%
385FBPFIRST BANCORP CORPORATION$8K0.00%HELD
386ROKROCKWELL AUTOMATION INC$8K0.00%+5+29.4%
387SNOWSNOWFLAKE INC$8K0.00%32−38.1%
388OVVOVINTIV INC$8K0.00%+131+0.0%
389STAGSTAG INDUSTRIAL INC$8K0.00%+102+90.3%
390MGKVANGUARD WORLD FD$8K0.00%1−4.5%
391NVSNOVARTIS AG$8K0.00%+28+127.3%
392ELVELEVANCE HEALTH INC FORMERLY$8K0.00%7−21.2%
393MNSTMONSTER BEVERAGE CORP NEW$8K0.00%+10+10.5%
394EXREXTRA SPACE STORAGE INC$8K0.00%+25+75.8%
395LECOLINCOLN ELEC HLDGS INC$7K0.00%HELD
396ETRENTERGY CORP NEW$7K0.00%+34+109.7%
397BBIOBRIDGEBIO PHARMA INC$7K0.00%+48+96.0%
398STLDSTEEL DYNAMICS INC$7K0.00%+2+5.3%
399IRMIRON MTN INC DEL$7K0.00%+70+0.0%
400SHYGISHARES TR$7K0.00%+138+445.2%
401COHRCOHERENT CORP$7K0.00%+23+328.6%
402NEUNEWMARKET CORP$7K0.00%+5+83.3%
403ORLYOREILLY AUTOMOTIVE INC$7K0.00%58−43.3%
404CFRCULLEN FROST BANKERS INC$7K0.00%13−20.3%
405FHIFEDERATED HERMES INC$7K0.00%+60+95.2%
406SOUNSOUNDHOUND AI INC$7K0.00%1,544−60.3%
407VALEVALE S A$7K0.00%+438NEW
408FDSFACTSET RESH SYS INC$7K0.00%HELD
409XYZBLOCK INC$7K0.00%+61+115.1%
410CPTCAMDEN PPTY TR$7K0.00%21−23.1%
411CMCANADIAN IMPERIAL BANK OF CO$7K0.00%HELD
412ADMARCHER DANIELS MIDLAND CO$7K0.00%+86+1228.6%
413DDOGDATADOG INC$7K0.00%11−16.2%
414MDLZMONDELEZ INTL INC$7K0.00%+64+123.1%
415TDWTIDEWATER INC NEW$7K0.00%+22+37.9%
416TTTRANE TECHNOLOGIES PLC$7K0.00%4−20.0%
417PHINPHINIA INC$7K0.00%HELD
418OXYOCCIDENTAL PETE CORP$7K0.00%+91+910.0%
419VHTVANGUARD WORLD FD$7K0.00%HELD
420VAWVANGUARD WORLD FD$7K0.00%HELD
421LSTRLANDSTAR SYS INC$6K0.00%+40NEW
422AITAPPLIED INDL TECHNOLOGIES IN$6K0.00%+24NEW
423AFLAFLAC INC$6K0.00%+7+13.7%
424CORCENCORA INC$6K0.00%+13+185.7%
425NUENUCOR CORP$6K0.00%HELD
426METMETLIFE INC$6K0.00%57−39.3%
427ALLALLSTATE CORP$6K0.00%+24+400.0%
428IXORIX CORP$6K0.00%+205NEW
429MTCHMATCH GROUP INC NEW$6K0.00%5−2.4%
430WECWEC ENERGY GROUP INC$6K0.00%+1+2.0%
431IRINGERSOLL RAND INC$6K0.00%+23+44.2%
432GHGUARDANT HEALTH INC$6K0.00%+36+124.1%
433UPSUNITED PARCEL SVCS INC$6K0.00%+17+38.6%
434WABWABTEC$6K0.00%+10+71.4%
435MTBM & T BK CORP$6K0.00%+17+141.7%
436AAGILENT TECHNOLOGIES INC$6K0.00%2−3.7%
437UALUNITED AIRLS HLDGS INC$6K0.00%+2+3.2%
438INSMINSMED INC$6K0.00%+11+44.0%
439MLMMARTIN MARIETTA MATLS INC$6K0.00%+2+25.0%
440JXNJACKSON FINANCIAL INC$6K0.00%HELD
441UDRUDR INC$6K0.00%+172NEW
442APDAIR PRODUCTS AND CHEMICALS I$6K0.00%+18+900.0%
443BBARRICK MNG CORP$6K0.00%+142NEW
444JLLJONES LANG LASALLE INC$6K0.00%+3+18.8%
445SENEASENECA FOODS CORP NEW$6K0.00%+38NEW
446CLCOLGATE PALMOLIVE CO$6K0.00%+13+24.1%
447KIMKIMCO REALTY CORP$6K0.00%+254+0.0%
448STRLSTERLING INFRASTRUCTURE INC$6K0.00%+14NEW
449GUNRFLEXSHARES TR$6K0.00%HELD
450USFDUS FOODS HLDG CORP$6K0.00%+61NEW
451EXEEXPAND ENERGY CORPORATION$6K0.00%13−20.3%
452VSTVISTRA CORP$6K0.00%65−63.7%
453NDAQNASDAQ INC$6K0.00%+13+25.0%
454NPOENPRO INC$6K0.00%HELD
455HLHECLA MINING COMPANY$5K0.00%+258+697.3%
456NKENIKE INC$5K0.00%+1+1.0%
457AVREAMERICAN CENTY ETF TR$5K0.00%17−12.1%
458RBLXROBLOX CORP$5K0.00%+3+3.2%
459COINCOINBASE GLOBAL INC$5K0.00%+11+55.0%
460KTOSKRATOS DEFENSE & SEC SOLUTIO$5K0.00%+57+300.0%
461CBTCABOT CORP$5K0.00%HELD
462SNCYSUN CTRY AIRLS HLDGS INC$5K0.00%170−34.8%
463MAAMID-AMER APT CMNTYS INC$5K0.00%+23+115.0%
464SCHQSCHWAB STRATEGIC TR$5K0.00%+167NEW
465CARRCARRIER GLOBAL CORPORATION$5K0.00%13−12.3%
466NTRANATERA INC$5K0.00%+12+85.7%
467VMIVALMONT INDS INC$5K0.00%4−23.5%
468MCKMCKESSON CORP$5K0.00%HELD
469VMCVULCAN MATLS CO$5K0.00%+2+11.8%
470FELEFRANKLIN ELEC INC$5K0.00%HELD
471FTAIFTAI AVIATION LTD$5K0.00%+21NEW
472ITTITT INC$5K0.00%+17+170.0%
473BCPCBALCHEM CORP$5K0.00%HELD
474CITHE CIGNA GROUP$5K0.00%+14+280.0%
475MSTRSTRATEGY INC$5K0.00%150−78.9%
476VPUVANGUARD WORLD FD$5K0.00%HELD
477AZNASTRAZENECA PLC$5K0.00%+25NEW
478AWKAMERICAN WTR WKS CO INC NEW$5K0.00%+18+100.0%
479TIMBTIM S A$5K0.00%+183NEW
480TDYTELEDYNE TECHNOLOGIES INC$5K0.00%+6+300.0%
481PYPLPAYPAL HLDGS INC$5K0.00%+66+161.0%
482TRNOTERRENO RLTY CORP$5K0.00%HELD
483PRIPRIMERICA INC$5K0.00%11−36.7%
484BAPCREDICORP LTD$5K0.00%+13+1300.0%
485TTWOTAKE-TWO INTERACTIVE SOFTWAR$5K0.00%7−22.6%
486MORNMORNINGSTAR INC$5K0.00%+8+40.0%
487ROKUROKU INC$5K0.00%HELD
488RMDRESMED INC$5K0.00%+15+250.0%
489KEYKEYCORP$5K0.00%10−4.1%
490SATSECHOSTAR CORP$5K0.00%+33+471.4%
491CAHCARDINAL HEALTH INC$5K0.00%HELD
492BBVABANCO BILBAO VIZCAYA ARGENTA$5K0.00%+95+80.5%
493CFGCITIZENS FINL GROUP INC$5K0.00%+76NEW
494ELSEQUITY LIFESTYLE PROPERTIES$5K0.00%15−17.0%
495SESEA LTD$5K0.00%HELD
496AONAON PLC$5K0.00%+8+133.3%
497BBWIBATH & BODY WORKS INC$5K0.00%+2+0.8%
498SRADSPORTRADAR GROUP AG$4K0.00%+135+101.5%
499GEHCGE HEALTHCARE TECHNOLOGIES I$4K0.00%4−6.0%
500SBACSBA COMMUNICATIONS CORP$4K0.00%+14+116.7%

Source: SEC EDGAR · accession 0002056922-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.