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Institutional

FWL INVESTMENT MANAGEMENT, LLC

CIK 0001829231
$455.6M
Reported AUM
346
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · FWL INVESTMENT MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

FWL INVESTMENT MANAGEMENT, LLC closed its position in TEM, reducing its holdings by $4.5M. The fund significantly increased its stake in URI by 17,625% and LSTR by 523.67%. Additionally, the manager trimmed positions in ORCL, ETN, and GEHC, each by over 99%.

Portfolio · Q1 2026

LNG$27.5MAMLP$25.0MBIL$24.8MGOOGNVDAWMBMDTGDXGLDETRMUCCJOther$222.3MFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1LNGCHENIERE ENERGY INC COM NEW-0.79%194.92%$27.5M6.04%+10,629+12.3%
2AMLPALERIAN MLP ETF$52.77-0.90%17.34%132.43%$25.0M5.48%+81,859+20.9%
3BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$91.450.04%4.23%18.33%$24.8M5.45%+109,835+68.2%
4GOOGALPHABET INC CAP STK CL C$365.76-0.95%109.82%172.71%$20.4M4.48%3,792−5.1%
5NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$20.0M4.40%+27,578+31.6%
6WMBWILLIAMS COS INC COM$71.96-0.65%22.72%258.62%$19.0M4.18%+27,744+11.9%
7MDTMEDTRONIC PLC SHS$81.67-0.32%-3.63%-27.91%$17.9M3.92%+100,191+94.6%
8GDXVANECK GOLD MINERS ETF$78.84-8.75%53.84%141.98%$17.2M3.78%62,833−25.1%
9GLDSPDR GOLD SHARES$396.24-3.65%29.84%133.33%$16.9M3.71%4,855−11.0%
10ETRENTERGY CORP NEW COM$110.741.34%38.25%157.05%$16.0M3.50%+38,636+37.4%
11MUMICRON TECHNOLOGY INC COM$864.01-13.25%697.79%1041.92%$14.5M3.17%12,855−23.1%
12CCJCAMECO CORP COM$103.44-9.28%71.53%488.33%$14.1M3.09%23,396−15.3%
13COPXGLOBAL X COPPER MINERS ETF$80.64-10.62%92.19%138.58%$14.0M3.08%+26,872+17.1%
14MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$13.7M3.01%327−0.9%
15LSTRLANDSTAR SYS INC COM$218.06-0.68%60.01%53.48%$13.2M2.90%+69,187+523.7%
16CACICACI INTL INC CL A$531.41-0.14%19.30%99.06%$12.6M2.76%+2,343+11.3%
17IBNICICI BANK LIMITED ADR$25.95-0.54%-23.48%44.36%$10.3M2.26%+53,541+15.6%
18AGNCAGNC INVT CORP COM$10.17-1.17%28.30%26.02%$9.3M2.03%331,270−26.4%
19URIUNITED RENTALS INC COM$1067.77-1.55%52.37%235.99%$7.2M1.59%+9,870+17625.0%
20AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$6.2M1.36%678−2.7%
21EWYISHARES MSCI SOUTH KOREA ETF$175.19-14.11%173.18%119.18%$6.0M1.31%+6,897+16.5%
22QCOMQUALCOMM INC COM$215.94-10.98%48.63%60.58%$5.9M1.29%+29,602+186.5%
23IRENIREN LIMITED ORDINARY SHARES$54.35-12.14%457.44%236.12%$5.6M1.22%75,390−31.7%
24AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$5.1M1.13%1,343−5.2%
25NVTNVENT ELEC PLC SHS$162.86-6.34%141.34%453.84%$5.0M1.10%+4,299+11.3%
26CRCLCIRCLE INTERNET GROUP INC COM CL A$80.28-11.33%-25.46%-56.26%$5.0M1.09%+52,060+1735333.3%
27KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$58.52-7.70%44.60%115.15%$4.8M1.05%+26,465+64.2%
28JPMJPMORGAN CHASE & CO COM$312.370.48%19.84%133.52%$4.5M0.99%+1,201+8.5%
29SHYISHARES 1-3 YEAR TREASURY BOND ETF$81.86-0.21%3.62%8.72%$4.4M0.98%+41,368+331.3%
30TSLATESLA INC COM$391.00-6.56%32.48%70.69%$4.2M0.92%+3,278+40.7%
31WMTWALMART INC COM$118.880.97%$4.1M0.90%282−0.8%
32BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$3.9M0.85%+22+0.3%
33APTVAPTIV PLC COM SHS$68.60-5.92%$3.5M0.78%+51,102NEW
34URAGLOBAL X URANIUM ETF$45.31-9.88%$3.2M0.70%+4,905+8.0%
35COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%$3.0M0.65%29−1.0%
36PLTRPALANTIR TECHNOLOGIES INC CL A$135.53-4.35%$2.6M0.58%+1,512+9.1%
37CVXCHEVRON CORPORATION COM$187.31-0.55%$2.6M0.57%+5,949+89.1%
38QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%$2.5M0.55%84−1.9%
39VVISA INC COM CL A$323.571.06%$2.2M0.49%+2,072+38.8%
40GOOGLALPHABET INC CAP STK CL A$368.53-0.98%$2.1M0.45%100−1.4%
41SILGLOBAL X SILVER MINERS ETF$79.28-10.44%$1.9M0.42%+17,929+507.2%
42SCHWSCHWAB CHARLES CORP COM$88.840.95%$1.9M0.42%30,576−59.9%
43GDGENERAL DYNAMICS CORP COM$346.441.45%$1.9M0.41%8−0.1%
44GSGOLDMAN SACHS GROUP INC COM$1038.68-4.94%$1.8M0.39%+359+20.9%
45IAUISHARES GOLD TRUST$81.22-3.63%$1.7M0.37%5,876−23.5%
46QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$305.01-7.46%$1.6M0.36%+154+2.1%
47AMGNAMGEN INC COM$349.581.15%$1.6M0.35%+24+0.5%
48APDAIR PRODUCTS AND CHEMICALS INC COM$282.35-0.18%$1.4M0.31%93−1.9%
49FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF$19.21-0.16%$1.4M0.31%+2,176+3.1%
50MLPAGLOBAL X MLP ETF$54.44-0.55%$1.3M0.29%+3,021+14.1%
51JCIJOHNSON CTLS INTL PLC SHS$143.65-2.54%$1.2M0.27%+9,380NEW
52LLYELI LILLY & CO COM$1131.420.55%$1.2M0.26%+1,084+528.8%
53IWFISHARES RUSSELL 1000 GROWTH ETF$122.69-3.26%$1.1M0.25%300−10.1%
54ABBVABBVIE INC COM$227.231.02%$1.1M0.23%+3,676+309.2%
55IVVISHARES CORE S&P 500 ETF$740.91-2.62%$1.0M0.23%+96+6.4%
56AZNASTRAZENECA PLC ORD$185.952.28%$889K0.20%+4,506NEW
57PFFISHARES PREFERRED & INCOME SECURITIES ETF$30.91-1.09%$871K0.19%+7,194+33.4%
58QQQMINVESCO NASDAQ 100 ETF$290.35-4.78%$829K0.18%+62+1.8%
59SLVISHARES SILVER TRUST$61.57-8.08%$794K0.17%+11,620+40069.0%
60AEPAMERICAN ELEC PWR CO INC COM$129.141.06%$786K0.17%+6,000NEW
61PMPHILIP MORRIS INTL INC COM$178.291.89%$775K0.17%+4,575+3978.3%
62AGIALAMOS GOLD INC COM CL A$35.52-8.00%$741K0.16%15,954−48.9%
63AXPAMERICAN EXPRESS CO COM$310.66-0.60%$704K0.15%+1,890+431.5%
64KOCOCA COLA CO COM$79.483.46%$698K0.15%+8,932+3601.6%
65NLYANNALY CAPITAL MANAGEMENT INC COM NEW$21.22-0.24%$694K0.15%5,789−15.0%
66ROSTROSS STORES INC COM$230.37-1.15%$693K0.15%+3,200NEW
67DEDEERE & CO COM$583.44-1.40%$689K0.15%+1,224NEW
68XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF$44.350.93%$687K0.15%+529+3.7%
69SAPSAP SE SPON ADR$184.77-1.27%$669K0.15%+3,910NEW
70JNJJOHNSON & JOHNSON COM$232.772.02%$654K0.14%+2,136+394.8%
71RTXRTX CORPORATION COM$180.990.88%$638K0.14%+3,015+1025.5%
72CAHCARDINAL HEALTH INC COM$205.711.97%$634K0.14%+2,960+7400.0%
73WTWWILLIS TOWERS WATSON PLC LTD SHS$263.541.91%$594K0.13%+2,045NEW
74COWZPACER US CASH COWS 100 ETF$63.91-1.45%$583K0.13%58−0.6%
75WECWEC ENERGY GROUP INC COM$112.951.55%$579K0.13%+5,000NEW
76TELTE CONNECTIVITY PLC ORD SHS$212.65-3.67%$576K0.13%+2,710+5766.0%
77HDHOME DEPOT INC COM$310.780.27%$576K0.13%5,206−74.8%
78VGTVANGUARD INFORMATION TECHNOLOGY ETF$115.28-6.14%$531K0.12%+64+9.2%
79VUGVANGUARD GROWTH ETF$85.93-3.62%$524K0.12%HELD
80DGXQUEST DIAGNOSTICS INC COM$200.292.13%$510K0.11%+2,600NEW
81GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX$187.56-4.79%$500K0.11%353−10.4%
82AVGOBROADCOM INC COM$385.73-7.92%$496K0.11%+148+10.2%
83VTVVANGUARD VALUE ETF$212.02-1.36%$461K0.10%+72+3.2%
84BLKBLACKROCK INC COM$995.60-2.64%$423K0.09%+429+3900.0%
85INDAISHARES MSCI INDIA ETF$47.34-1.42%$386K0.08%+3,947+92.0%
86ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$101.30-4.14%$380K0.08%171−3.7%
87SPGIS&P GLOBAL INC COM$424.441.03%$362K0.08%+825+3300.0%
88PGPROCTER & GAMBLE CO COM$146.544.09%$347K0.08%+2,400NEW
89EDVVANGUARD EXTENDED DURATION TREASURY ETF$63.63-0.55%$320K0.07%+167+3.5%
90SKYYFIRST TRUST CLOUD COMPUTING ETF$140.76-4.89%$317K0.07%+374+14.8%
91REMISHARES MORTGAGE REAL ESTATE ETF$21.68-0.69%$304K0.07%+1,314+10.2%
92SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF$25.83-0.54%$263K0.06%+1,500+17.6%
93MMM3M CO COM$153.760.65%$262K0.06%HELD
94FQALFIDELITY QUALITY FACTOR ETF$80.09-1.93%$258K0.06%129−3.5%
95QUALISHARES MSCI USA QUALITY FACTOR ETF$213.14-1.93%$248K0.05%63−4.6%
96XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$272.57-2.80%$242K0.05%+41+4.5%
97TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF$39.13-0.51%$240K0.05%+572+10.4%
98METAMETA PLATFORMS INC CL A$593.00-5.51%$234K0.05%2,091−83.6%
99XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$180.30-6.66%$233K0.05%HELD
100DGROISHARES CORE DIVIDEND GROWTH ETF$75.17-0.78%$231K0.05%+232+7.6%
101XOMEXXON MOBIL CORP COM$205K0.05%+177+17.1%
102MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF$201K0.04%+250+10.1%
103EWJISHARES MSCI JAPAN ETF$199K0.04%+238+11.3%
104AGGISHARES CORE U.S. AGGREGATE BOND ETF$195K0.04%885−31.1%
105PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$194K0.04%+404+11.8%
106EPIWISDOMTREE INDIA EARNINGS FUND$192K0.04%+593+14.4%
107HACKAMPLIFY CYBERSECURITY ETF$185K0.04%+300+13.9%
108KMIKINDER MORGAN INC DEL COM$184K0.04%HELD
109NEENEXTERA ENERGY INC COM$182K0.04%+265+15.6%
110SCHXSCHWAB U.S. LARGE-CAP ETF$181K0.04%HELD
111MRKMERCK & CO INC COM$180K0.04%+104+7.5%
112OKEONEOK INC NEW COM$169K0.04%+250+15.5%
113COFCAPITAL ONE FINL CORP COM$168K0.04%HELD
114VRTVERTIV HOLDINGS CO COM CL A$168K0.04%24,768−97.4%
115MRVLMARVELL TECHNOLOGY INC COM$167K0.04%+1,682NEW
116QUREQUANTA SVCS INC COM$166K0.04%HELD
117CSCOCISCO SYS INC COM$157K0.03%436−17.7%
118PSLVSPROTT ASSET MANAGEMENT LP PHYSICAL SILVER$146K0.03%+6,000NEW
119SPYSTATE STREET SPDR S&P 500 ETF$143K0.03%17−7.2%
120SOXQINVESCO PHLX SEMICONDUCTOR ETF$142K0.03%+218+10.1%
121TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$140K0.03%+17+4.3%
122VOTVANGUARD MID-CAP GROWTH ETF$133K0.03%HELD
123VONGVANGUARD RUSSELL 1000 GROWTH ETF$132K0.03%400−25.0%
124ARKGARK GENOMIC REVOLUTION ETF$126K0.03%+532+12.6%
125GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$123K0.03%HELD
126IYFISHARES U.S. FINANCIALS ETF$123K0.03%100−8.7%
127ETNEATON CORP$121K0.03%33,990−99.0%
128SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF$120K0.03%+244+9.4%
129FLKRFRANKLIN FTSE SOUTH KOREA ETF$120K0.03%+1,000+50.0%
130CMSCMS ENERGY CORP COM$105K0.02%HELD
131AMTAMERICAN TOWER CORP COM$105K0.02%HELD
132TLTISHARES 20 YEAR TREASURY BOND ETF$103K0.02%15−1.3%
133IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF$102K0.02%HELD
134XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$101K0.02%+284+44.2%
135FTCSFIRST TRUST CAPITAL STRENGTH ETF$99K0.02%456−30.0%
136UBERUBER TECHNOLOGIES INC COM$94K0.02%198−13.1%
137DDOMINION ENERGY INC COM$92K0.02%HELD
138KSAISHARES MSCI SAUDI ARABIA ETF$87K0.02%+190+9.5%
139SDYSTATE STREET SPDR S&P DIVIDEND ETF$87K0.02%HELD
140ICEINTERCONTINENTAL EXCHANGE INC COM$84K0.02%HELD
141IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF$78K0.02%129−21.4%
142SGDMSPROTT GOLD MINERS ETF$75K0.02%HELD
143VCRVANGUARD CONSUMER DISCRETIONARY ETF$75K0.02%87−29.3%
144WRBBERKLEY W R CORP COM$75K0.02%250−18.2%
145PEPPEPSICO INC COM$74K0.02%HELD
146NNNEXTNAV INC COMMON STOCK$73K0.02%HELD
147GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$73K0.02%110,265−99.1%
148FDNFIRST TRUST DOW JONES INTERNET INDEX FUND$68K0.01%HELD
149IJRISHARES CORE S&P SMALL CAP ETF$64K0.01%20−3.7%
150ARKQARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF$63K0.01%+64+13.0%
151VGLTVANGUARD LONG-TERM TREASURY ETF$61K0.01%HELD
152WGMICOINSHARES BITCOIN MINING ETF$60K0.01%+98+6.0%
153VOOVANGUARD S&P 500 ETF$60K0.01%20−16.7%
154ICLNISHARES GLOBAL CLEAN ENERGY ETF$60K0.01%50−1.5%
155MAMASTERCARD INCORPORATED CL A$59K0.01%19−13.8%
156XYLXYLEM INC COM$57K0.01%+100+26.4%
157IWBISHARES RUSSELL 1000 ETF$55K0.01%+153NEW
158LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$53K0.01%+30+6.6%
159DFIVDIMENSIONAL INTERNATIONAL VALUE ETF$53K0.01%+1,007NEW
160XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$53K0.01%+326NEW
161LOWLOWES COS INC COM$50K0.01%HELD
162SESEA LTD SPONSORD ADS$50K0.01%+599NEW
163NLRVANECK URANIUM AND NUCLEAR ETF$48K0.01%HELD
164MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$48K0.01%HELD
165ASMLASML HLDG NV N Y REGISTRY SHS$48K0.01%+1+2.9%
166COPCONOCOPHILLIPS COM$47K0.01%+178+100.0%
167IHIISHARES U.S. MEDICAL DEVICES ETF$46K0.01%+231+36.9%
168TAT&T INC COM$45K0.01%966−38.4%
169SMHVANECK SEMICONDUCTOR ETF$44K0.01%+116NEW
170VFHVANGUARD FINANCIALS ETF$44K0.01%179−32.9%
171UTHRUNITED THERAPEUTICS CORP DEL COM$44K0.01%66−47.1%
172ISRGINTUITIVE SURGICAL INC COM NEW$44K0.01%2−2.1%
173SYKSTRYKER CORPORATION COM$43K0.01%131−50.2%
174DUKDUKE ENERGY CORP NEW COM NEW$42K0.01%171−34.5%
175PLDPROLOGIS INC. COM$42K0.01%222−41.0%
176PAGPPLAINS GP HLDGS L P LTD PARTNR INT A$42K0.01%HELD
177IBMINTERNATIONAL BUSINESS MACHS COM$42K0.01%21−10.8%
178SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$42K0.01%HELD
179KGCKINROSS GOLD CORP COM$41K0.01%+686+102.5%
180FSLRFIRST SOLAR INC COM$39K0.01%+100+100.0%
181SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF$39K0.01%56−5.3%
182IYCISHARES U.S. CONSUMER DISCRETIONARY ETF$39K0.01%HELD
183VTIVANGUARD TOTAL STOCK MARKET ETF$38K0.01%218−64.5%
184NFLXNETFLIX INC. COM$38K0.01%130−24.5%
185AMATAPPLIED MATLS INC COM$38K0.01%36−24.3%
186FCGFIRST TRUST NATURAL GAS ETF$36K0.01%+400+53.7%
187VZVERIZON COMMUNICATIONS INC COM$36K0.01%27−3.6%
188EWEDWARDS LIFESCIENCES CORP COM$35K0.01%HELD
189BABOEING CO COM$35K0.01%HELD
190FLGBFRANKLIN FTSE UNITED KINGDOM ETF$35K0.01%+1,003NEW
191PFGPRINCIPAL FINANCIAL GROUP INC COM$34K0.01%HELD
192GNRCGENERAC HLDGS INC COM$34K0.01%+35+25.0%
193SOSOUTHERN CO COM$34K0.01%278−44.3%
194CRWDCROWDSTRIKE HLDGS INC CL A$33K0.01%21−19.8%
195IWMISHARES RUSSELL 2000 ETF$33K0.01%HELD
196DWASINVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF$33K0.01%HELD
197NETCLOUDFLARE INC CL A COM$33K0.01%94−37.3%
198SHOPSHOPIFY INC CL A SUB VTG SHS$32K0.01%30−10.0%
199VSTVISTRA CORP COM$32K0.01%HELD
200OEFISHARES S&P 100 ETF$32K0.01%HELD
201CLOIVANECK CLO ETF$31K0.01%+386+193.0%
202XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF$28K0.01%+234+106.4%
203TRMBTRIMBLE INC COM$26K0.01%+400NEW
204ITWILLINOIS TOOL WKS INC COM$26K0.01%HELD
205CDNSCADENCE DESIGN SYSTEM INC COM$25K0.01%HELD
206COINCOINBASE GLOBAL INC COM CL A$25K0.01%+144NEW
207VGSHVANGUARD SHORT-TERM TREASURY ETF$24K0.01%HELD
208MELIMERCADOLIBRE INC COM$24K0.01%4−22.2%
209PHPARKER-HANNIFIN CORP COM$24K0.01%28−50.9%
210XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$24K0.01%+217NEW
211CTASCINTAS CORP COM$24K0.01%84−37.5%
212TMOTHERMO FISHER SCIENTIFIC INC COM$22K0.00%HELD
213GEGE AEROSPACE COM NEW$22K0.00%100−56.5%
214MBSFREGAN FLOATING RATE MBS ETF$22K0.00%575−40.2%
215EOGEOG RES INC COM$22K0.00%+150NEW
216EMREMERSON ELEC CO COM$22K0.00%HELD
217FOXAFOX CORP CL A COM$22K0.00%+289+356.8%
218LMTLOCKHEED MARTIN CORP COM$21K0.00%+35NEW
219IYKISHARES U.S. CONSUMER STAPLES ETF$21K0.00%HELD
220POOLPOOL CORP COM$20K0.00%15−13.0%
221FLJPFRANKLIN FTSE JAPAN ETF$20K0.00%+557NEW
222HLIHOULIHAN LOKEY INC CL A$20K0.00%HELD
223MPMP MATERIALS CORP COM CL A$20K0.00%145−26.1%
224VISVANGUARD INDUSTRIALS ETF$19K0.00%+62NEW
225PANWPALO ALTO NETWORKS INC COM$19K0.00%HELD
226WMWASTE MGMT INC DEL COM$19K0.00%41−33.1%
227SFMSPROUTS FMRS MKT INC COM$19K0.00%298−54.7%
228ARMARM HOLDINGS PLC SPONSORED ADS$19K0.00%HELD
229GEVGE VERNOVA INC COM$17K0.00%HELD
230VEAVANGUARD FTSE DEVELOPED MARKETS ETF$17K0.00%1,108−80.3%
231GFIGOLD FIELDS LTD SPONSORED ADR$17K0.00%+81+27.3%
232SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$17K0.00%HELD
233CEGCONSTELLATION ENERGY CORP COM$16K0.00%51−46.8%
234XHESTATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF$16K0.00%HELD
235SHAKSHAKE SHACK INC CL A$15K0.00%50−22.2%
236EZUISHARES MSCI EUROZONE ETF$15K0.00%+240NEW
237ACGLARCH CAP GROUP LTD ORD$15K0.00%+156NEW
238AMDADVANCED MICRO DEVICES INC COM$15K0.00%364−83.5%
239ORCLORACLE CORP COM$14K0.00%61,867−99.8%
240NVSNOVARTIS AG SPONSORED ADR$14K0.00%+57+167.6%
241IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$14K0.00%+30+13.0%
242INFYINFOSYS LTD SPONSORED ADR$14K0.00%HELD
243VRTXVERTEX PHARMACEUTICALS INC COM$13K0.00%HELD
244DGDOLLAR GEN CORP COM$12K0.00%HELD
245CMICUMMINS INC COM$12K0.00%52−70.3%
246JPSTJPMORGAN ULTRA-SHORT INCOME ETF$12K0.00%90−28.0%
247IWVISHARES RUSSELL 3000 ETF$11K0.00%30−50.0%
248EDCONSOLIDATED EDISON INC COM$11K0.00%+96NEW
249SEISOLARIS ENERGY INFRAS INC COM CL A$11K0.00%+190NEW
250VWOVANGUARD FTSE EMERGING MARKETS ETF$11K0.00%458−70.1%
251FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$10K0.00%HELD
252SANBANCO SANTANDER SA ADR$10K0.00%HELD
253QUBTQUANTUM COMPUTING INC COM$10K0.00%HELD
254EFAISHARES MSCI EAFE ETF$10K0.00%HELD
255BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR$10K0.00%300−40.4%
256RNRRENAISSANCERE HLDGS LTD COM$10K0.00%+32NEW
257DHRDANAHER CORP DEL COM$9K0.00%58−54.2%
258XBISTATE STREET SPDR S&P BIOTECH ETF$9K0.00%HELD
259NEMNEWMONT CORP COM$9K0.00%+83NEW
260IBBISHARES BIOTECHNOLOGY ETF$9K0.00%HELD
261RSPINVESCO S&P 500 EQUAL WEIGHT ETF$9K0.00%20−30.8%
262STWDSTARWOOD PPTY TR INC COM$9K0.00%HELD
263BFHBREAD FINANCIAL HOLDINGS INC COM$8K0.00%+113NEW
264BKNGBOOKING HOLDINGS INC COM$8K0.00%HELD
265PCARPACCAR INC COM$8K0.00%+71NEW
266CLSCELESTICA INC COM$8K0.00%HELD
267EMEEMCOR GROUP INC COM$8K0.00%HELD
268JXNJACKSON FINANCIAL INC COM CL A$8K0.00%+76NEW
269RCLROYAL CARIBBEAN GROUP COM$8K0.00%2−6.5%
270QBTSD-WAVE QUANTUM INC COM$8K0.00%HELD
271SBSCOMPANHIA DE SANEAMENTO BASICO SPONSORED ADR$8K0.00%+248NEW
272STRLSTERLING INFRASTRUCTURE INC COM$7K0.00%44−71.0%
273MLIMUELLER INDS INC COM$7K0.00%+66NEW
274IHEISHARES U.S. PHARMACEUTICALS ETF$7K0.00%HELD
275JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF$7K0.00%HELD
276AVLVAVANTIS U.S. LARGE CAP VALUE ETF$7K0.00%HELD
277EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$7K0.00%108−54.5%
278TKOTKO GROUP HOLDINGS INC CL A$7K0.00%HELD
279SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$7K0.00%HELD
280SANMSANMINA CORP COM$7K0.00%28−34.6%
281EGEVEREST GROUP LTD COM$7K0.00%HELD
282DBDEUTSCHE BK AG NAMEN AKT$7K0.00%HELD
283POWLPOWELL INDS INC COM$6K0.00%+12NEW
284PBRPETROLEO BRASILEIRO S A SPONSORED ADR$6K0.00%+305NEW
285SMFGSUMITOMO MITSUI FIN GRP INC SPONSORED ADR$6K0.00%221−41.1%
286CWCURTISS WRIGHT CORP COM$6K0.00%HELD
287SKYWSKYWEST INC COM$6K0.00%+66NEW
288XDECFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER$6K0.00%HELD
289KLACKLA CORP COM NEW$6K0.00%+4NEW
290IUSGISHARES CORE S&P U.S. GROWTH ETF$6K0.00%HELD
291CLOUGLOBAL X CLOUD COMPUTING ETF$5K0.00%HELD
292MCKMCKESSON CORP COM$5K0.00%30−83.3%
293AVDEAVANTIS INTERNATIONAL EQUITY ETF$5K0.00%HELD
294EQIXEQUINIX INC COM$5K0.00%HELD
295ANETARISTA NETWORKS INC COM SHS$5K0.00%84−68.3%
296SPHQINVESCO S&P 500 QUALITY ETF$5K0.00%HELD
297SMTHALPS/SMITH CORE PLUS BOND ETF$5K0.00%HELD
298NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK$4K0.00%+24NEW
299BSMBLACK STONE MINERALS L P COM UNIT$4K0.00%HELD
300LHLABCORP HOLDINGS INC COM SHS$4K0.00%+16NEW
301CNXCNX RES CORP COM$4K0.00%+106NEW
302IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF$4K0.00%418−89.3%
303EXELEXELIXIS INC COM$4K0.00%+92NEW
304MDYVSTATE STREET SPDR S&P 400 MID CAP VALUE ETF$4K0.00%HELD
305IWRISHARES RUSSELL MIDCAP ETF$4K0.00%HELD
306OGEOGE ENERGY CORP COM$4K0.00%+79NEW
307FEZSTATE STREET SPDR EURO STOXX 50 ETF$4K0.00%HELD
308MATXMATSON INC COM$4K0.00%+22NEW
309ABTABBOTT LABORATORIES COM$3K0.00%HELD
310PPCPILGRIMS PRIDE CORP COM$3K0.00%+88NEW
311PRDOPERDOCEO ED CORP COM$3K0.00%+87NEW
312LRCXLAM RESEARCH CORP COM NEW$3K0.00%+15NEW
313WBDWARNER BROS DISCOVERY INC COM SER A$3K0.00%HELD
314LITELUMENTUM HLDGS INC COM$3K0.00%+4NEW
315IWSISHARES RUSSELL MID-CAP VALUE ETF$3K0.00%HELD
316CCL1EURCARNIVAL CORP COMMON STOCK$3K0.00%HELD
317ESNTESSENT GROUP LTD COM$2K0.00%+42NEW
318SUSUNCOR ENERGY INC NEW COM$2K0.00%+37NEW
319SOXXISHARES SEMICONDUCTOR ETF$2K0.00%HELD
320USMVISHARES MSCI USA MIN VOL FACTOR ETF$2K0.00%HELD
321UYLDANGEL OAK ULTRASHORT INCOME ETF$2K0.00%HELD
322NCLHNORWEGIAN CRUISE LINE HLDGS LT SHS$2K0.00%HELD
323HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND$2K0.00%HELD
324SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF$2K0.00%HELD
325SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$2K0.00%HELD
326SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$2K0.00%HELD
327NATLNCR ATLEOS CORPORATION COM SHS$2K0.00%HELD
328TERTERADYNE INC COM$1K0.00%HELD
329VLTOVERALTO CORP COM SHS$1K0.00%HELD
330IFNABERDEEN INDIA FD INC COM$1K0.00%HELD
331CORZCORE SCIENTIFIC INC NEW COM$1K0.00%HELD
332MBBISHARES MBS ETF$1K0.00%HELD
333FIGRFIGURE TECHNOLOGY SOLUTIO COM CL A$1K0.00%+30NEW
334SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$9740.00%HELD
335FLIAFRANKLIN INTERNATIONAL AGGREGATE BOND ETF$9570.00%HELD
336ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF$6920.00%HELD
337FCXFREEPORT MCMORAN INC CL B$5880.00%HELD
338IONQIONQ INC COM$5770.00%+20NEW
339VODVODAFONE GROUP PLC SPONSORED ADR$4960.00%HELD
340BMNRBITMINE IMMERSION TECHS INC COM NEW$3960.00%+5+33.3%
341KBESTATE STREET SPDR S&P BANK ETF$1790.00%632−99.5%
342RXRXRECURSION PHARMACEUTICALS INC CL A$1690.00%HELD
343KVUEKENVUE INC COM$1380.00%HELD
344BBCBJPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF$910.00%5−71.4%
345DSEPFT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER$460.00%+1NEW
346XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$410.00%HELD
347TEMTEMPUS AI INC CL A76,843EXITED
348CYBRCYBERARK SOFTWARE LTD SHS2,787EXITED
349FLNCFLUENCE ENERGY INC COM CL A6,315EXITED
350SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF1,097EXITED
351SSOPROSHARES ULTRA S&P 5001,400EXITED
352TDGTRANSDIGM GROUP INC COM50EXITED
353ARESARES MANAGEMENT CORPORATION CL A COM STK315EXITED
354MSMORGAN STANLEY COM NEW270EXITED
355RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF1,000EXITED
356CRHCRH PLC ORD356EXITED
357BACBANK AMERICA CORP COM696EXITED
358FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1,384EXITED
359SNOWSNOWFLAKE INC COM SHS161EXITED
360WMT2WELLS FARGO CO NEW COM355EXITED
361LDOSLEIDOS HOLDINGS INC COM163EXITED
362ACNACCENTURE PLC IRELAND SHS CLASS A106EXITED
363UNHUNITEDHEALTH GROUP INC COM76EXITED
364NRGNRG ENERGY INC COM NEW152EXITED
365HIGHARTFORD INSURANCE GROUP INC COM170EXITED
366AFLAFLAC INC COM177EXITED
367HWMHOWMET AEROSPACE INC COM94EXITED
368CBCHUBB LIMITED COM60EXITED
369MCDMCDONALDS CORP COM60EXITED
370SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF314EXITED
371FITBFIFTH THIRD BANCORP COM386EXITED
372VNQVANGUARD REAL ESTATE ETF200EXITED
373BXBLACKSTONE INC COM105EXITED
374AZNNASTRAZENECA PLC SPONSORED ADR165EXITED
375ADPAUTOMATIC DATA PROCESSING INC COM58EXITED
376WSMWILLIAMS SONOMA INC COM79EXITED
377CBOECBOE GLOBAL MKTS INC COM56EXITED
378BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF288EXITED
379SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF295EXITED
380INTUINTUIT COM20EXITED
381EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF137EXITED
382TLNTALEN ENERGY CORP COM35EXITED
383BFSTBUSINESS FIRST BANCSHARES INC COM500EXITED
384FNFABRINET SHS28EXITED
385ALNYALNYLAM PHARMACEUTICALS INC COM31EXITED
386CRMSALESFORCE INC COM45EXITED
387DISDISNEY WALT CO COM102EXITED
388LINLINDE PLC SHS27EXITED
389ROPROPER TECHNOLOGIES INC COM25EXITED
390EMBJEMBRAER S.A. SPONSORED ADS171EXITED
391SPGSIMON PPTY GROUP INC NEW COM58EXITED
392DDOGDATADOG INC CL A COM78EXITED
393TTTRANE TECHNOLOGIES PLC SHS25EXITED
394APOAPOLLO GLOBAL MGMT INC COM62EXITED
395BSXBOSTON SCIENTIFIC CORP COM93EXITED
396SCCOSOUTHERN COPPER CORP COM60EXITED
397NOCNORTHROP GRUMMAN CORP COM15EXITED
398TJXTJX COS INC NEW COM48EXITED
399CELHCELSIUS HLDGS INC COM NEW154EXITED
400UBSUBS GROUP AG SHS143EXITED
401CORCENCORA INC COM19EXITED
402IDCCINTERDIGITAL INC COM18EXITED
403TDTORONTO DOMINION BK ONT COM NEW56EXITED
404ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF34EXITED
405ENSGENSIGN GROUP INC COM29EXITED
406RYROYAL BK CDA COM29EXITED
407VTRVENTAS INC COM62EXITED
408XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF30EXITED
409STIPISHARES 0-5 YEAR TIPS BOND ETF45EXITED
410OSISOSI SYSTEMS INC COM16EXITED
411AYIACUITY INC COM11EXITED
412RLRALPH LAUREN CORP CL A11EXITED
413URTHISHARES MSCI WORLD ETF20EXITED
414VBRVANGUARD SMALL CAP VALUE ETF17EXITED
415CHKPCHECK POINT SOFTWARE TECH LTD ORD18EXITED
416BABAALIBABA GROUP HLDG LTD SPONSORED ADS17EXITED
417FTSDFRANKLIN SHORT DURATION U.S. GOVERNMENT ETF21EXITED
418VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF6EXITED
419VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF4EXITED
420LUMNLUMEN TECHNOLOGIES INC COM7EXITED
421IUSBISHARES CORE TOTAL USD BOND MARKET ETF1EXITED

Source: SEC EDGAR · accession 0001999371-26-010798. 13F discloses long positions only — shorts, foreign equities, and options are excluded.