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Institutional

FourThought Financial Partners, LLC

CIK 0001956790
$1.16B
Reported AUM
384
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · FourThought Financial Partners, LLC · Q1 2026

AI · grounded in 13F

FourThought Financial Partners, LLC established a new position in AZN worth $15.68M. The fund closed its position in AZNN, resulting in a negative delta of $13.88M. Other notable activity includes a new position in SUB valued at $6.13M and a 91.67% reduction in shares of NXPI.

Portfolio · Q1 2026

MSFTAVGONVDACVXVOOAAPLAMTNEEKLACOther$811.5MFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$48.9M4.22%+15,305+13.1%
2AVGOBROADCOM INC COM$385.73-7.92%57.48%771.51%$46.5M4.01%+1,730+1.2%
3NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$34.8M3.00%+4,794+2.5%
4CVXCHEVRON CORPORATION COM$187.31-0.55%39.19%125.88%$29.2M2.52%+1,277+0.9%
5VOOVANGUARD S&P 500 ETF$678.00-2.59%24.60%80.00%$27.6M2.38%+5,668+14.0%
6AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$26.1M2.25%5,453−5.0%
7AMTAMERICAN TOWER CORP COM$194.120.11%-5.30%-20.51%$25.0M2.16%+23,533+19.4%
8NEENEXTERA ENERGY INC COM$85.840.19%23.39%25.67%$23.3M2.01%+17,437+7.5%
9KLACKLA CORP COM NEW$1929.20-9.47%140.30%482.93%$23.2M2.00%1,285−7.5%
10JPMJPMORGAN CHASE & CO COM$312.370.48%19.84%133.52%$21.3M1.84%+238+0.3%
11AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$20.9M1.81%+8,747+9.5%
12PEPPEPSICO INC COM$141.92-0.16%14.71%5.94%$20.6M1.77%+3,487+2.7%
13VVISA INC COM CL A$323.571.06%-11.91%36.33%$20.0M1.72%+4,578+7.4%
14ASMLASML HLDG NV N Y REGISTRY SHS$1641.74-6.59%119.73%124.14%$19.8M1.71%451−2.9%
15LMTLOCKHEED MARTIN CORP COM$523.760.91%12.44%61.26%$18.4M1.59%1,101−3.5%
16GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$17.8M1.54%73−0.1%
17CMCSACOMCAST CORP NEW CL A$23.822.10%-23.54%-49.62%$17.6M1.52%+55,844+10.0%
18MDTMEDTRONIC PLC SHS$81.67-0.32%-3.63%-27.91%$16.7M1.44%+11,491+6.3%
19NOCNORTHROP GRUMMAN CORP COM$544.40-0.14%13.52%62.60%$16.3M1.41%634−2.6%
20CBCHUBB LTD SWITZ COM$326.273.74%11.75%106.19%$16.1M1.39%+3,713+8.1%
21DGROISHARES CORE DIVIDEND GROWTH ETF$75.17-0.78%22.26%62.26%$15.8M1.36%110,027−32.8%
22AZNASTRAZENECA PLC ORD$185.952.28%29.80%80.46%$15.7M1.35%+79,487NEW
23LOWLOWES COS INC COM$210.741.55%-4.61%20.25%$15.1M1.30%+13+0.0%
24COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%-3.70%138.72%$14.8M1.28%+1,053+7.6%
25TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$415.17-6.69%104.85%285.24%$14.8M1.27%690−1.6%
26AMATAPPLIED MATLS INC COM$453.01-9.71%173.68%237.67%$14.0M1.21%1,138−2.7%
27ABTABBOTT LABORATORIES COM$91.070.32%-30.43%-17.31%$13.2M1.14%+4,907+4.0%
28VONVVANGUARD RUSSELL 1000 VALUE ETF$103.72-1.88%26.28%63.20%$13.1M1.13%2,558−1.8%
29VONGVANGUARD RUSSELL 1000 GROWTH ETF$126.34-3.25%20.99%81.04%$12.9M1.12%13,553−10.3%
30APDAIR PRODUCTS AND CHEMICALS INC COM$282.35-0.18%3.63%9.35%$12.3M1.06%+4,271+11.2%
31CMECME GROUP INC COM$257.400.52%$12.2M1.05%+1,170+2.9%
32NDAQNASDAQ INC COM$86.39-1.02%$12.0M1.04%+8,085+6.0%
33AMGNAMGEN INC COM$349.581.15%$11.3M0.98%+231+0.7%
34BLKBLACKROCK INC COM$995.60-2.64%$10.6M0.92%3−0.0%
35METAMETA PLATFORMS INC CL A$593.00-5.51%$9.8M0.85%+1,859+12.1%
36PGPROCTER & GAMBLE CO COM$146.544.09%$9.4M0.81%+12,985+24.9%
37CATCATERPILLAR INC COM$904.28-3.85%$9.1M0.79%376−2.8%
38HONHONEYWELL INTL INC COM$213.97-1.69%$8.8M0.76%+2,243+6.1%
39VONEVANGUARD RUSSELL 1000 ETF$333.60-2.51%$8.7M0.75%+659+2.3%
40MSCIMSCI INC COM$615.46-0.55%$8.2M0.71%+3,530+30.2%
41PNCPNC FINL SVCS GROUP INC COM$228.370.57%$7.9M0.68%+1,500+4.1%
42QCOMQUALCOMM INC COM$215.94-10.98%$7.5M0.65%+5,355+10.1%
43WMTWALMART INC COM$118.880.97%$7.4M0.63%1,103−1.8%
44PLDPROLOGIS INC. COM$144.540.52%$7.2M0.62%+247+0.5%
45EPDENTERPRISE PRODS PARTNERS L P COM$37.81-0.97%$6.8M0.59%+3,337+1.9%
46GOOGALPHABET INC CAP STK CL C$365.76-0.95%$6.8M0.59%778−3.2%
47CITHE CIGNA GROUP COM$289.483.14%$6.5M0.56%+3,926+19.1%
48MAMASTERCARD INCORPORATED CL A$491.081.93%$6.5M0.56%+1,138+9.7%
49GSGOLDMAN SACHS GROUP INC COM$1038.68-4.94%$6.4M0.55%164−2.1%
50QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%$6.3M0.55%193−1.7%
51MPCMARATHON PETE CORP COM$262.01-1.89%$6.3M0.54%2,511−8.9%
52LRCXLAM RESEARCH CORP COM NEW$303.28-9.85%$6.3M0.54%1,029−3.4%
53XOMEXXON MOBIL CORP COM$149.92-1.39%$6.1M0.53%1,150−3.1%
54SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$106.41-0.05%$6.1M0.53%+57,541NEW
55DLRDIGITAL RLTY TR INC COM$186.79-1.01%$5.9M0.51%+1,488+4.8%
56AGGISHARES CORE U.S. AGGREGATE BOND ETF$98.17-0.50%$5.9M0.51%2,938−4.7%
57NOWSERVICENOW INC COM$112.45-5.79%$5.8M0.50%+19,384+54.4%
58SCHDSCHWAB US DIVIDEND EQUITY ETF$32.30-0.89%$5.6M0.48%116,046−38.9%
59MELIMERCADOLIBRE INC COM$1607.80-1.65%$5.6M0.48%+236+7.9%
60DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$40.82-2.44%$5.5M0.47%+117,114+486.6%
61BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$5.4M0.47%669−5.6%
62MPLXMPLX LP COM UNIT REP LTD$56.650.30%$5.4M0.47%+7,720+8.8%
63TMOTHERMO FISHER SCIENTIFIC INC COM$472.80-1.91%$5.3M0.45%+470+4.6%
64CSCOCISCO SYS INC COM$121.64-6.43%$5.2M0.45%14,755−18.1%
65LLYELI LILLY & CO COM$1131.420.55%$5.1M0.44%+124+2.3%
66CRMSALESFORCE INC COM$185.66-1.64%$5.1M0.44%+5,789+26.8%
67ACWXISHARES MSCI ACWI EX U.S. ETF$75.031.50%$5.0M0.43%+5,347+7.9%
68SLDESLIDE INS HLDGS INC COM$16.744.43%$5.0M0.43%27,000−8.9%
69CCICROWN CASTLE INC COM$94.490.75%$4.9M0.42%+6,159+11.3%
70DUKDUKE ENERGY CORP NEW COM NEW$124.221.97%$4.5M0.39%+1,226+3.7%
71CSXCSX CORP COM$46.991.64%$4.5M0.39%+4,253+4.0%
72INTUINTUIT COM$296.76-1.73%$4.4M0.38%+1,391+16.0%
73FTNTFORTINET INC COM$144.68-3.33%$4.3M0.37%+14,615+38.0%
74VZVERIZON COMMUNICATIONS INC COM$45.371.11%$4.3M0.37%397−0.5%
75JEPIJPMORGAN EQUITY PREMIUM INCOME ETF$55.52-0.34%$4.2M0.36%+328+0.4%
76ACNACCENTURE PLC IRELAND SHS CLASS A$178.25-0.34%$4.1M0.35%4,491−18.0%
77VEEVVEEVA SYS INC CL A COM$172.61-3.35%$4.0M0.35%+4,375+23.6%
78VGTVANGUARD INFORMATION TECHNOLOGY ETF$115.28-6.14%$4.0M0.34%+2,312+68.0%
79SPYSTATE STREET SPDR S&P 500 ETF$737.55-2.58%$3.8M0.33%+116+2.0%
80MUBISHARES NATIONAL MUNI BOND ETF$106.97-0.21%$3.7M0.32%+6,171+21.3%
81JNJJOHNSON & JOHNSON COM$232.772.02%$3.7M0.32%376−2.4%
82VTEBVANGUARD TAX-EXEMPT BOND ETF$50.30-0.16%$3.7M0.32%+8,037+12.3%
83WMBWILLIAMS COS INC COM$71.96-0.65%$3.6M0.31%1,853−3.6%
84ABBVABBVIE INC COM$227.231.02%$3.6M0.31%612−3.5%
85ZTSZOETIS INC CL A$79.35-0.11%$3.6M0.31%+10,487+52.9%
86TSCOTRACTOR SUPPLY CO COM$29.910.42%$3.4M0.30%+8,661+12.9%
87NVONOVO-NORDISK A S ADR$42.96-1.81%$3.4M0.30%+33,708+56.5%
88IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF$21.66-0.37%$3.4M0.29%+60,258+64.2%
89TXNTEXAS INSTRS INC COM$285.06-6.65%$3.1M0.27%41,070−71.7%
90QQQMINVESCO NASDAQ 100 ETF$290.35-4.78%$3.1M0.27%+1,334+11.2%
91IJRISHARES CORE S&P SMALL CAP ETF$137.68-1.84%$3.1M0.27%+2,804+12.5%
92ADBEADOBE INC COM$251.44-2.70%$3.1M0.27%+2,289+21.7%
93KYNKAYNE ANDERSON ENERGY INFRSTR COM$14.05-0.64%$3.0M0.26%7,160−3.3%
94AOSSMITH A O CORP COM$57.330.22%$3.0M0.25%+10,485+30.6%
95IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF$23.070.07%$2.9M0.25%+33,973+38.0%
96CPKCHESAPEAKE UTILS CORP COM$123.65-0.10%$2.6M0.22%HELD
97HDHOME DEPOT INC COM$310.780.27%$2.6M0.22%2,082−21.1%
98ARCCARES CAPITAL CORP COM$18.79-0.58%$2.5M0.22%+11,182+8.8%
99AMDADVANCED MICRO DEVICES INC COM$466.38-10.86%$2.4M0.20%+652+6.0%
100SHYMISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF$22.27-0.09%$2.3M0.20%+61+0.1%
101DFASDIMENSIONAL U.S. SMALL CAP ETF$2.3M0.20%+22,218+226.6%
102YUMYUM BRANDS INC COM$2.2M0.19%+72+0.5%
103HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$2.2M0.19%+21,858+32.8%
104IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$2.0M0.17%+25,622+47.5%
105ATIATI INC COM$1.9M0.17%568−4.1%
106ETENERGY TRANSFER L P COM UT LTD PTN$1.9M0.16%+516+0.5%
107ITWILLINOIS TOOL WKS INC COM$1.9M0.16%89−1.2%
108CRWDCROWDSTRIKE HLDGS INC CL A$1.8M0.15%460−9.2%
109IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF$1.8M0.15%+24,387+50.7%
110MPWRMONOLITHIC PWR SYS INC COM$1.6M0.14%27−1.8%
111MCKMCKESSON CORP COM$1.6M0.13%+30+1.7%
112PSXPHILLIPS 66 COM$1.5M0.13%1,360−13.8%
113VTIVANGUARD TOTAL STOCK MARKET ETF$1.5M0.13%54−1.1%
114IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF$1.5M0.13%+32,437+85.7%
115BRK/ABERKSHIRE HATHAWAY INC DEL CL A$1.4M0.12%HELD
116VIOOVANGUARD S&P SMALL-CAP 600 ETF$1.4M0.12%+1,035+9.1%
117FDXFEDEX CORP COM$1.4M0.12%27−0.7%
118VTWVVANGUARD RUSSELL 2000 VALUE ETF$1.4M0.12%165−1.9%
119ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$1.4M0.12%HELD
120MSMORGAN STANLEY COM NEW$1.4M0.12%138−1.6%
121PREFPRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF$1.3M0.11%+2,246+3.3%
122RTXRTX CORPORATION COM$1.3M0.11%+26+0.4%
123QUALISHARES MSCI USA QUALITY FACTOR ETF$1.2M0.11%6−0.1%
124JPSTJPMORGAN ULTRA-SHORT INCOME ETF$1.2M0.10%1,990−7.9%
125TJXTJX COS INC NEW COM$1.1M0.10%+250+3.6%
126PLTRPALANTIR TECHNOLOGIES INC CL A$1.1M0.10%1,377−15.4%
127ADPAUTOMATIC DATA PROCESSING INC COM$1.1M0.10%+4+0.1%
128VTWGVANGUARD RUSSELL 2000 GROWTH ETF$1.1M0.10%59−1.2%
129PMPHILIP MORRIS INTL INC COM$1.1M0.09%+207+3.2%
130SNPSSYNOPSYS INC COM$1.0M0.09%+514+24.5%
131WMWASTE MGMT INC DEL COM$1.0M0.09%112−2.4%
132IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$1.0M0.09%1,614−3.8%
133TIPISHARES TIPS BOND ETF$996K0.09%+9,023NEW
134EOSEEOS ENERGY ENTERPRISES INC COM CL A$985K0.09%+19,068+10.6%
135PNQIINVESCO NASDAQ INTERNET ETF$985K0.08%453−2.0%
136RACEFERRARI N V COM$974K0.08%+2,877NEW
137IWFISHARES RUSSELL 1000 GROWTH ETF$968K0.08%3−0.1%
138BACBANK OF AMER CORP COM$962K0.08%542−2.7%
139TAT&T INC COM$957K0.08%5,968−15.3%
140MCDMCDONALDS CORP COM$956K0.08%83−2.6%
141HUBBHUBBELL INC COM$955K0.08%81−4.0%
142EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND$955K0.08%456−2.0%
143NFLXNETFLIX INC. COM$944K0.08%+554+6.0%
144UNPUNION PAC CORP COM$942K0.08%+21+0.5%
145GEGE AEROSPACE COM NEW$939K0.08%+164+5.2%
146VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$928K0.08%HELD
147IVOOVANGUARD S&P MID-CAP 400 ETF$892K0.08%+4,523+137.7%
148IVVISHARES CORE S&P 500 ETF$833K0.07%1−0.1%
149COPCONOCOPHILLIPS COM$815K0.07%173−2.7%
150GDGENERAL DYNAMICS CORP COM$807K0.07%1,042−30.7%
151BABOEING CO COM$806K0.07%419−9.4%
152ORCLORACLE CORP COM$779K0.07%+879+19.9%
153DEDEERE & CO COM$775K0.07%328−19.3%
154COFCAPITAL ONE FINL CORP COM$763K0.07%81−1.9%
155TSLATESLA INC COM$759K0.07%49−2.3%
156IJHISHARES CORE S&P MID-CAP ETF$729K0.06%+505+4.9%
157BSXBOSTON SCIENTIFIC CORP COM$721K0.06%+53+0.5%
158LINLINDE PLC SHS$715K0.06%28−1.9%
159IWRISHARES RUSSELL MIDCAP ETF$706K0.06%HELD
160RSPINVESCO S&P 500 EQUAL WEIGHT ETF$704K0.06%+156+4.4%
161SMHVANECK SEMICONDUCTOR ETF$698K0.06%+4+0.2%
162UNHUNITEDHEALTH GROUP INC COM$660K0.06%44−1.8%
163VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$654K0.06%HELD
164IUSGISHARES CORE S&P U.S. GROWTH ETF$652K0.06%27−0.6%
165EEMISHARES MSCI EMERGING MARKETS ETF$643K0.06%+878+8.4%
166WMT2WELLS FARGO & CO COM$629K0.05%630−7.4%
167ADIANALOG DEVICES INC COM$617K0.05%126−6.1%
168MRKMERCK & CO INC COM$608K0.05%116−2.2%
169CCITIGROUP INC COM NEW$608K0.05%157−2.8%
170IBMINTERNATIONAL BUSINESS MACHS COM$602K0.05%352−12.4%
171EMREMERSON ELEC CO COM$594K0.05%43−0.9%
172SOXXISHARES SEMICONDUCTOR ETF$591K0.05%+1+0.1%
173BSVVANGUARD SHORT-TERM BOND ETF$590K0.05%8,944−54.3%
174MSIMOTOROLA SOLUTIONS INC COM NEW$588K0.05%+226+20.0%
175SOSOUTHERN CO COM$588K0.05%463−7.1%
176RCLROYAL CARIBBEAN GROUP COM$573K0.05%499−19.3%
177APHAMPHENOL CORP CL A$548K0.05%+1,097+33.9%
178MOALTRIA GROUP INC COM$542K0.05%174−2.1%
179ULUNILEVER PLC SPON ADR NEW$541K0.05%2,075−17.9%
180GEVGE VERNOVA INC COM$531K0.05%36−5.6%
181IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF$531K0.05%+3,535+20.2%
182GLDSPDR GOLD SHARES$530K0.05%571−31.7%
183ANETARISTA NETWORKS INC COM SHS$523K0.05%122−2.8%
184USRTISHARES CORE U.S. REIT ETF$499K0.04%+504+6.4%
185AFLAFLAC INC COM$498K0.04%77−1.7%
186MARMARRIOTT INTL INC NEW CL A$498K0.04%+12+0.8%
187UNMUNUM GROUP COM$493K0.04%+2,409+55.5%
188PFEPFIZER INC COM$486K0.04%2,468−12.5%
189MRVLMARVELL TECHNOLOGY INC COM$475K0.04%HELD
190DDOMINION ENERGY INC COM$475K0.04%2,021−20.8%
191ETNEATON CORP PLC SHS$475K0.04%+260+24.4%
192CORTCORCEPT THERAPEUTICS INC COM$472K0.04%74−0.6%
193AEPAMERICAN ELEC PWR CO INC COM$467K0.04%299−7.7%
194IUSVISHARES CORE S&P US VALUE ETF$464K0.04%150−3.2%
195SYKSTRYKER CORPORATION COM$463K0.04%+69+5.1%
196VCRVANGUARD CONSUMER DISCRETIONARY ETF$462K0.04%HELD
197DHRDANAHER CORP DEL COM$457K0.04%210−8.0%
198BKNGBOOKING HOLDINGS INC COM$451K0.04%8−7.0%
199TERTERADYNE INC COM$443K0.04%168−10.1%
200OREALTY INCOME CORP COM$442K0.04%701−8.8%
201CRCLCIRCLE INTERNET GROUP INC COM CL A$440K0.04%+4,615NEW
202SNDKSANDISK CORP COM$440K0.04%1,085−61.0%
203VUGVANGUARD GROWTH ETF$438K0.04%134−11.8%
204SNCYSUN CTRY AIRLS HLDGS INC COM$438K0.04%+5,942+28.9%
205BMYBRISTOL-MYERS SQUIBB CO COM$437K0.04%312−4.2%
206VOVANGUARD MID-CAP ETF$430K0.04%+1+0.1%
207PANWPALO ALTO NETWORKS INC COM$421K0.04%1,307−33.2%
208GRALGRAIL INC COM$414K0.04%+1,000+14.3%
209VIGVANGUARD DIVIDEND APPRECIATION ETF$408K0.04%HELD
210EFAISHARES MSCI EAFE ETF$408K0.04%HELD
211NY4BCLEARWAY ENERGY INC CL A$402K0.03%408−3.8%
212CEGCONSTELLATION ENERGY CORP COM$396K0.03%+146+11.5%
213ETORETORO GROUP LTD SHS CL A$395K0.03%+13,147NEW
214OKEONEOK INC NEW COM$389K0.03%+138+3.3%
215BELFBBEL FUSE INC CL B$389K0.03%+24+1.2%
216RSRELIANCE INC COM$388K0.03%+6+0.5%
217AXGNAXOGEN INC COM$387K0.03%4,830−29.3%
218PEGPUBLIC SVC ENTERPRISE GROUP COM$380K0.03%157−3.2%
219ENBENBRIDGE INC COM$379K0.03%887−11.3%
220ANDEANDERSONS INC COM$378K0.03%3,405−39.3%
221IWOISHARES RUSSELL 2000 GROWTH ETF$375K0.03%+102+9.3%
222AONAON PLC SHS CL A$375K0.03%1,585−57.7%
223PUMPPROPETRO HLDG CORP COM$371K0.03%35,071−57.7%
224NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF$371K0.03%HELD
225IBKRINTERACTIVE BROKERS GROUP INC COM CL A$367K0.03%3,774−40.8%
226HLHECLA MINING COMPANY COM$360K0.03%41,475−68.2%
227PGRPROGRESSIVE CORP COM$360K0.03%HELD
228NXPINXP SEMICONDUCTORS N V COM$360K0.03%20,119−91.7%
229CQQQINVESCO CHINA TECHNOLOGY ETF$359K0.03%+7,800NEW
230UCTTULTRA CLEAN HLDGS INC COM$359K0.03%+5,769NEW
231SKYTSKYWATER TECHNOLOGY INC COM$356K0.03%3,890−23.1%
232CSTMCONSTELLIUM SE CL A SHS$354K0.03%HELD
233VICRVICOR CORP COM$350K0.03%2,112−49.3%
234DISDISNEY WALT CO COM$344K0.03%1,296−26.7%
235PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN$341K0.03%HELD
236YUMCYUM CHINA HLDGS INC COM$340K0.03%HELD
237FIGSFIGS INC CL A$340K0.03%9,810−29.9%
238CNNECANNAE HLDGS INC COM$340K0.03%+10,380+53.1%
239KOCOCA COLA CO COM$339K0.03%1,208−21.3%
240INCYINCYTE CORP COM$335K0.03%67−1.8%
241VEAVANGUARD FTSE DEVELOPED MARKETS ETF$335K0.03%+866+19.9%
242FTAIFTAI AVIATION LTD SHS$335K0.03%561−29.1%
243FNFABRINET SHS$335K0.03%+15+2.4%
244AGFIRST MAJESTIC SILVER CORP COM$333K0.03%40,087−72.1%
245BEBLOOM ENERGY CORP COM CL A$330K0.03%23−0.9%
246ADMARCHER DANIELS MIDLAND CO COM$330K0.03%943−17.2%
247VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$329K0.03%656−13.3%
248BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR$325K0.03%3,849−29.9%
249NEMNEWMONT CORP COM$324K0.03%+105+3.6%
250MUMICRON TECHNOLOGY INC COM$324K0.03%+234+32.3%
251PAYXPAYCHEX INC COM$323K0.03%+689+24.5%
252LZBLA Z BOY INC COM$322K0.03%301−2.9%
253RPDRAPID7 INC COM$322K0.03%+58,484NEW
254VRTXVERTEX PHARMACEUTICALS INC COM$317K0.03%38−5.1%
255AVNTAVIENT CORPORATION COM$316K0.03%+275+3.3%
256VSTSVESTIS CORPORATION COM SHS$316K0.03%39,070−49.3%
257IOTSAMSARA INC COM CL A$313K0.03%+9,887NEW
258KMBKIMBERLY-CLARK CORP COM$313K0.03%+627+23.9%
259ANGIANGI INC CL A NEW$313K0.03%+18,897+70.6%
260VNTVONTIER CORPORATION COM$307K0.03%148−1.7%
261MNSTMONSTER BEVERAGE CORP NEW COM$305K0.03%+634+17.8%
262RPMRPM INTL INC COM$305K0.03%+123+4.2%
263HEHAWAIIAN ELEC INDS INC MTN BE COM$302K0.03%+544+2.7%
264AMCRAMCOR PLC COM NEW$300K0.03%+7,546NEW
265VTVVANGUARD VALUE ETF$299K0.03%HELD
266AAOIAPPLIED OPTOELECTRONICS INC COM$299K0.03%7,009−66.5%
267BAYFIRST FINANCIAL CORP COM$294K0.03%+5,999+14.9%
268TGTTARGET CORP COM$293K0.03%94−3.7%
269ISBAISABELLA BK CORP COM$292K0.03%1,000−13.5%
270NHCNATIONAL HEALTHCARE CORP COM$290K0.03%+60+3.4%
271AMRCAMERESCO INC CL A$290K0.03%5,886−34.1%
272SONSONOCO PRODS CO COM$289K0.02%2,292−30.0%
273MCOMOODYS CORP COM$289K0.02%122−15.6%
274AXPAMERICAN EXPRESS CO COM$287K0.02%+4+0.4%
275NSCNORFOLK SOUTHN CORP COM$286K0.02%97−8.9%
276SSRMSSR MINING IN COM$284K0.02%+9,674NEW
277WELLWELLTOWER INC COM$284K0.02%+52+3.8%
278LBRTLIBERTY ENERGY INC COM CL A$282K0.02%+9,806NEW
279HXLHEXCEL CORP NEW COM$281K0.02%HELD
280INFYINFOSYS LTD SPONSORED ADR$281K0.02%+20,809NEW
281AJGGALLAGHER ARTHUR J & CO COM$280K0.02%+1,294NEW
282VLOVALERO ENERGY CORP COM$278K0.02%+1,126NEW
283DFAUDIMENSIONAL US CORE EQUITY MARKET ETF$275K0.02%+1,345+28.3%
284MRSHMARSH & MCLENNAN COS INC COM$274K0.02%+59+3.9%
285IBITISHARES BITCOIN TRUST ETF$274K0.02%915−11.4%
286TTTRANE TECHNOLOGIES PLC SHS$273K0.02%73−10.0%
287IWNISHARES RUSSELL 2000 VALUE ETF$273K0.02%+191+15.3%
288ORNORION GROUP HLDGS INC COM$272K0.02%7,688−23.5%
289BWXTBWX TECHNOLOGIES INC COM$272K0.02%307−18.7%
290BUGGLOBAL X CYBERSECURITY ETF$271K0.02%+4+0.0%
291KKRKKR & CO INC COM$268K0.02%+321+12.5%
292WTTRSELECT WATER SOLUTIONS INC CL A COM$266K0.02%525−2.9%
293ACIWACI WORLDWIDE INC COM$264K0.02%+1,259+24.3%
294PCARPACCAR INC COM$262K0.02%267−10.5%
295GILDGILEAD SCIENCES INC COM$259K0.02%+1,858NEW
296RYZRYERSON HLDG CORP COM$259K0.02%+11,521NEW
297VETVERMILION ENERGY INC COM$257K0.02%+222+1.2%
298TRGPTARGA RES CORP COM$256K0.02%+1,023NEW
299NTSKNETSKOPE INC CL A$255K0.02%+29,982NEW
300LASRNLIGHT INC COM$254K0.02%+4,455NEW
301SSBSOUTHSTATE BK CORP COM$253K0.02%+195+7.7%
302MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$253K0.02%HELD
303CECELANESE CORP DEL COM$253K0.02%+3,848NEW
304LITELUMENTUM HLDGS INC COM$253K0.02%229−38.9%
305SBACSBA COMMUNICATIONS CORP CL A$253K0.02%199−11.9%
306HOMBHOME BANCSHARES INC COM$251K0.02%+9,302NEW
307FORMFORMFACTOR INC COM$249K0.02%+2,567NEW
308UMCUNITED MICROELECTRONICS CORP SPON ADR NEW$248K0.02%3,731−11.9%
309AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B$248K0.02%49−0.5%
310ALGTALLEGIANT TRAVEL CO COM$247K0.02%414−12.0%
311CMICUMMINS INC COM$246K0.02%42−8.4%
312BIVVANGUARD INTERMEDIATE-TERM BOND ETF$246K0.02%5,754−64.3%
313INTCINTEL CORP COM$244K0.02%63−1.1%
314RBCRBC BEARINGS INC COM$244K0.02%+449NEW
315GTESGATES INDL CORP PLC ORD SHS$243K0.02%+604+6.0%
316WSMWILLIAMS SONOMA INC COM$242K0.02%493−27.1%
317KDKYNDRYL HLDGS INC COMMON STOCK$242K0.02%+18,420NEW
318XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$241K0.02%100−5.2%
319GOLDGOLD COM INC COM$241K0.02%HELD
320SBUXSTARBUCKS CORP COM$241K0.02%+2,686NEW
321SYYSYSCO CORP COM$239K0.02%+131+4.1%
322IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$238K0.02%HELD
323TRVTRAVELERS COMPANIES INC COM$238K0.02%120−12.8%
324BHEBENCHMARK ELECTRS INC COM$236K0.02%+4,213NEW
325VISVANGUARD INDUSTRIALS ETF$235K0.02%HELD
326ONTOONTO INNOVATION INC COM$235K0.02%1,031−47.4%
327GWWWW GRAINGER INC COM$235K0.02%16−6.9%
328ADSKAUTODESK INC COM$234K0.02%+115+13.4%
329VRSKVERISK ANALYTICS INC COM$231K0.02%+1,220NEW
330WSOWATSCO INC COM$231K0.02%+25+4.1%
331CRCRANE COMPANY COMMON STOCK$229K0.02%151−10.1%
332ROKROCKWELL AUTOMATION INC COM$229K0.02%788−55.3%
333LDOSLEIDOS HOLDINGS INC COM$228K0.02%+271+22.6%
334CRHCRH PLC ORD$228K0.02%613−22.1%
335SPOTSPOTIFY TECHNOLOGY S A SHS$227K0.02%+469NEW
336DGIIDIGI INTL INC COM$227K0.02%HELD
337COCOVITA COCO CO INC COM$227K0.02%HELD
338SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$226K0.02%2,170−21.8%
339TFPMTRIPLE FLAG PRECIOUS METAL COM$224K0.02%2,250−25.9%
340FRMIFERMI INC COM$223K0.02%+38,234NEW
341RRXREGAL REXNORD CORPORATION COM$222K0.02%+1,188NEW
342CIENCIENA CORP COM NEW$221K0.02%+570NEW
343WDAYWORKDAY INC CL A$221K0.02%+1,703NEW
344KLARKLARNA GROUP PLC SHS$218K0.02%+16,671NEW
345LIONLIONSGATE STUDIOS CORP COM$218K0.02%80,704−78.1%
346UBERUBER TECHNOLOGIES INC COM$216K0.02%+64+2.2%
347BCCBOISE CASCADE CO DEL COM$215K0.02%619−17.9%
348BLSHBULLISH ORD SHS$215K0.02%+6,025NEW
349CSLCARLISLE COS INC COM$215K0.02%165−20.4%
350PHINPHINIA INC COMMON STOCK$215K0.02%+3,144NEW
351ICEINTERCONTINENTAL EXCHANGE INC COM$215K0.02%+24+1.8%
352ALKSALKERMES PLC SHS$215K0.02%+6,068NEW
353HSYHERSHEY CO COM$213K0.02%+1,026NEW
354SHOPSHOPIFY INC CL A SUB VTG SHS$213K0.02%93−4.9%
355WSFSWSFS FINL CORP COM$211K0.02%+3,221NEW
356ECLECOLAB INC COM$211K0.02%+792NEW
357LNTALLIANT ENERGY CORP COM$210K0.02%+2,924NEW
358EGOELDORADO GOLD CORP NEW COM$209K0.02%HELD
359KEYKEYCORP COM$208K0.02%347−3.2%
360IWDISHARES RUSSELL 1000 VALUE ETF$207K0.02%270−21.8%
361VNOVORNADO RLTY TR SH BEN INT$206K0.02%+7,934NEW
362CDNSCADENCE DESIGN SYSTEM INC COM$204K0.02%+735NEW
363DDDUPONT DE NEMOURS INC COM$204K0.02%5,085−53.3%
364MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST$204K0.02%+330NEW
365CBZCBIZ INC COM$203K0.02%+7,570NEW
366NVSTENVISTA HOLDINGS CORPORATION COM$201K0.02%+7,934NEW
367ICHRICHOR HOLDINGS SHS$201K0.02%+4,303NEW
368ZZILLOW GROUP INC CL C CAP STK$200K0.02%+4,842NEW
369BFHBREAD FINANCIAL HOLDINGS INC COM$200K0.02%3,171−54.3%
370EXPRO GROUP HOLDINGS NV COM$200K0.02%HELD
371INRINFINITY NAT RES INC COM CL A$189K0.02%+198+1.9%
372VREXVAREX IMAGING CORP COM$185K0.02%+71+0.4%
373BSETBASSETT FURNITURE INDS INC COM$185K0.02%HELD
374SABRSABRE CORP COM$171K0.01%+117,965NEW
375PTENPATTERSON-UTI ENERGY INC COM$142K0.01%+1,025+8.5%
376FFORD MTR CO COM$137K0.01%4,423−27.2%
377AHRTAH RLTY TR INC COM$128K0.01%+23,265NEW
378LEGLEGGETT & PLATT INC COM$118K0.01%22,487−65.3%
379GENIGENIUS SPORTS LIMITED SHARES CL A$98K0.01%+22,062NEW
380COTYCOTY INC COM CL A$98K0.01%+48,620NEW
381AEGAEGON LTD AMER REG 1 CERT$98K0.01%2,524−15.8%
382SNAPSNAP INC CL A$47K0.00%+10,192NEW
383BBAIBIGBEAR AI HLDGS INC COM$35K0.00%57,245−85.1%
384DVLTDATAVAULT AI INC COM SHS$21K0.00%+34,751NEW
385AZNNASTRAZENECA PLC SPONSORED ADR150,996EXITED
386PYPLPAYPAL HLDGS INC COM46,529EXITED
387BABAALIBABA GROUP HLDG LTD SPONSORED ADS13,656EXITED
388HLNEHAMILTON LANE INC CL A8,256EXITED
389HDBHDFC BANK LTD SPONSORED ADS24,058EXITED
390EXLSEXLSERVICE HOLDINGS INC COM18,682EXITED
391LACLITHIUM AMERS CORP NEW COM SHS170,273EXITED
392FDSFACTSET RESH SYS INC COM2,260EXITED
393BBSIBARRETT BUSINESS SVCS INC COM17,164EXITED
394MTNVAIL RESORTS INC COM4,216EXITED
395FLNCFLUENCE ENERGY INC COM CL A28,236EXITED
396OSPNONESPAN INC COM43,295EXITED
397IBTAIBOTTA INC CLASS A COM SHS23,134EXITED
398LBTYALIBERTY GLOBAL LTD COM CL A47,148EXITED
399USMVISHARES MSCI USA MIN VOL FACTOR ETF5,441EXITED
400OMCLOMNICELL COM COM11,212EXITED
401HYHYSTER-YALE INC CL A16,976EXITED
402NUENUCOR CORP COM3,025EXITED
403INODINNODATA INC COM NEW9,475EXITED
404HCCWARRIOR MET COAL INC COM5,438EXITED
405JKHYHENRY JACK & ASSOC INC COM2,493EXITED
406SHOOMADDEN STEVEN LTD COM10,858EXITED
407IRMDIRADIMED CORP COM4,607EXITED
408KODKEASTMAN KODAK CO COM NEW52,384EXITED
409SGMLSIGMA LITHIUM CORPORATION COM33,084EXITED
410TDGTRANSDIGM GROUP INC COM317EXITED
411GFSGLOBALFOUNDRIES INC ORDINARY SHARES11,731EXITED
412PSKYPARAMOUNT SKYDANCE CORP COM CL B30,316EXITED
413RHLDRESOLUTE HLDGS MGMT INC COM1,956EXITED
414LWLAMB WESTON HLDGS INC COM9,258EXITED
415CNRCORE NATURAL RESOURCES INC COM SHS4,279EXITED
416DAKTDAKTRONICS INC COM19,035EXITED
417SCHLSCHOLASTIC CORP COM12,427EXITED
418AMCXAMC NETWORKS INC CL A38,550EXITED
419QCRHQCR HOLDINGS INC COM4,398EXITED
420WASHWASHINGTON TR BANCORP INC COM12,290EXITED
421EAELECTRONIC ARTS INC COM1,766EXITED
422VSATVIASAT INC COM10,314EXITED
423GU9GUESS INC COM21,135EXITED
424PLUSEPLUS INC COM4,028EXITED
425ESEVERSOURCE ENERGY COM5,246EXITED
426NWPXNWPX INFRASTRUCTURE INC COM5,629EXITED
427SOLSSOLSTICE ADVANCED MATLS INC COM SHS7,084EXITED
428DDSDILLARDS INC CL A549EXITED
429HTOH2O AMERICA COM6,769EXITED
430APAMARTISAN PARTNERS ASSET MGMT IN CL A8,135EXITED
431MCBMETROPOLITAN BK HLDG CORP COM4,330EXITED
432CLPTCLEARPOINT NEURO INC COM24,132EXITED
433CENTACENTRAL GARDEN & PET CO CL A NON-VTG11,292EXITED
434TTGTTECHTARGET INC COM NEW60,469EXITED
435ACHCACADIA HEALTHCARE COMPANY INC COM22,911EXITED
436AMPAMERIPRISE FINL INC COM660EXITED
437PAYCPAYCOM SOFTWARE INC COM1,987EXITED
438EXPDEXPEDITORS INTL WASH INC COM2,119EXITED
439APOAPOLLO GLOBAL MGMT INC COM2,175EXITED
440THCTENET HEALTHCARE CORP COM NEW1,576EXITED
441RELYREMITLY GLOBAL INC COM22,664EXITED
442ATKRATKORE INC COM4,907EXITED
443PFGPRINCIPAL FINANCIAL GROUP INC COM3,485EXITED
444SFBSSERVISFIRST BANCSHARES INC COM4,269EXITED
445ADAMADAMAS TRUST INC. COM41,787EXITED
446KSSKOHLS CORP COM14,744EXITED
447DRDDRDGOLD LIMITED SPON ADR REPSTG9,680EXITED
448EXKENDEAVOUR SILVER CORP COM31,378EXITED
449AMNAMN HEALTHCARE SVCS INC COM18,601EXITED
450FOXAFOX CORP CL A COM3,917EXITED
451MDLZMONDELEZ INTL INC CL A5,311EXITED
452WSRWHITESTONE REIT COM20,571EXITED
453JBLJABIL INC COM1,253EXITED
454NTAPNETAPP INC COM2,646EXITED
455XMTRXOMETRY INC CLASS A COM4,706EXITED
456GEOSGEOSPACE TECHNOLOGIES CORP COM16,339EXITED
457PRPERMIAN RESOURCES CORP CLASS A COM19,345EXITED
458CPRTCOPART INC COM6,877EXITED
459ASHASHLAND INC COM4,581EXITED
460CCBCOASTAL FINL CORP WA COM NEW2,324EXITED
461SSNCSS&C TECHNOLOGIES HLDGS INC COM3,029EXITED
462CDWCDW CORP COM1,936EXITED
463UBSUBS GROUP AG SHS5,680EXITED
464KEPKOREA ELEC PWR CORP SPONSORED ADR15,918EXITED
465IEXIDEX CORP COM1,471EXITED
466BAHBOOZ ALLEN HAMILTON HLDG CORP CL A3,095EXITED
467SIGISELECTIVE INS GROUP INC COM3,119EXITED
468PHPARKER-HANNIFIN CORP COM294EXITED
469IEFAISHARES CORE MSCI EAFE ETF2,877EXITED
470PIIPOLARIS INC COM4,020EXITED
471MKSIMKS INC. COM1,577EXITED
472FASTFASTENAL CO COM6,168EXITED
473SHWSHERWIN WILLIAMS CO COM764EXITED
474HLIHOULIHAN LOKEY INC CL A1,418EXITED
475EXPEEXPEDIA GROUP INC COM NEW856EXITED
476NSPINSPERITY INC COM6,263EXITED
477REZIRESIDEO TECHNOLOGIES INC COM6,899EXITED
478WABCWESTAMERICA BANCORPORATION COM5,040EXITED
479SNOWSNOWFLAKE INC COM SHS1,095EXITED
480TREXTREX CO INC COM6,789EXITED
481MKCMCCORMICK & CO INC COM NON VTG3,483EXITED
482SHELSHELL PLC SPON ADS3,226EXITED
483CORCENCORA INC COM697EXITED
484APPAPPLOVIN CORP COM CL A349EXITED
485HTGCHERCULES CAPITAL INC COM12,436EXITED
486LSTRLANDSTAR SYS INC COM1,628EXITED
487BILLBILL HOLDINGS INC COM4,250EXITED
488TWLOTWILIO INC CL A1,626EXITED
489JMIAJUMIA TECHNOLOGIES AG SPONSORED ADS18,471EXITED
490PENGPENGUIN SOLUTIONS INC COM11,792EXITED
491BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS4,385EXITED
492CWSTCASELLA WASTE SYS INC CL A2,344EXITED
493JJACOBS SOLUTIONS INC COM1,732EXITED
494WATWATERS CORP COM603EXITED
495NMIHNMI HLDGS INC COM5,582EXITED
496NMRKNEWMARK GROUP INC CL A13,064EXITED
497HMNHORACE MANN EDUCATORS CORP NEW COM4,887EXITED
498PCORPROCORE TECHNOLOGIES INC COM3,072EXITED
499SITMSITIME CORP COM630EXITED
500MBLYMOBILEYE GLOBAL INC COMMON CLASS A21,179EXITED

Source: SEC EDGAR · accession 0001765380-26-000183. 13F discloses long positions only — shorts, foreign equities, and options are excluded.