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Institutional

HUB Investment Partners, LLC

CIK 0001841815
$4.18B
Reported AUM
1,005
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · HUB Investment Partners, LLC · Q1 2026

AI · grounded in 13F

HUB Investment Partners, LLC significantly increased its stake in BND by 2,194.58%. The fund established new positions in BSV with a $15.77M investment and AZN with a $14.2M investment. Conversely, the fund closed its position in AZNN, resulting in a $11.83M reduction. Other notable trims include reducing shares of SCHW by 70.36% and GOOGL by 36.90%.

Portfolio · Q1 2026

NVDA$404.5MAAPL$347.5MVTIMSFTAVLVAMZNOther$2.55BHL

Top holdings· first 500 of 1005

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$404.5M9.67%303,392−11.6%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$347.5M8.31%+61,646+4.7%
3VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$115.6M2.76%+41,444+13.0%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$103.4M2.47%+76,572+37.8%
5AVLVAMERICAN CENTY ETF TR$89.80-1.74%35.81%82.54%$91.1M2.18%+48,481+4.5%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$86.5M2.07%+16,664+4.2%
7FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%5.41%2.25%$62.0M1.48%+122,002+9.9%
8AVDEAMERICAN CENTY ETF TR$89.07-2.63%24.55%60.13%$57.8M1.38%+39,625+6.2%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$56.2M1.34%114,275−36.9%
10METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$48.7M1.16%+10,800+14.5%
11BINCBLACKROCK ETF TRUST II$52.02-0.19%6.10%21.83%$48.2M1.15%+103,843+12.6%
12JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%8.40%38.11%$47.4M1.13%+111,039+15.3%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$47.2M1.13%+3,789+2.4%
14VOEVANGUARD INDEX FDS$195.39-0.90%22.75%53.99%$43.5M1.04%+153,115+184.9%
15AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$43.1M1.03%+14,571+11.7%
16PYLDPIMCO ETF TR$26.24-0.34%7.78%23.82%$41.8M1.00%+157,409+10.9%
17VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$40.6M0.97%12,168−5.5%
18XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$40.0M0.96%+43,295+22.5%
19BRK/BBERKSHIRE HATHAWAY INC DEL$39.9M0.95%+24,984+42.8%
20WMTWALMART INC$118.880.97%22.99%166.67%$39.9M0.95%111−0.0%
21VCRBVANGUARD MALVERN FDS$76.64-0.40%5.79%10.22%$39.7M0.95%+73,080+16.6%
22CGUSCAPITAL GROUP CORE EQUITY ET$43.16-2.71%21.70%75.16%$39.5M0.95%110,951−9.7%
23TSLATESLA INC$391.00-6.56%32.48%70.69%$39.1M0.94%+4,152+4.1%
24JGROJ P MORGAN EXCHANGE TRADED F$95.24-3.52%15.63%121.27%$34.2M0.82%+78,004+23.9%
25SGOVISHARES TR$100.450.03%4.31%19.02%$33.8M0.81%+123,574+58.2%
26IVLUISHARES TR$42.04-2.48%32.04%97.28%$31.1M0.74%+40,457+5.4%
27SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$29.0M0.69%+23,284+6.5%
28IXUSISHARES TR$93.31-3.86%25.80%48.29%$28.9M0.69%+33,748+11.2%
29GOOGALPHABET INC$365.76-0.95%109.82%172.71%$28.4M0.68%+6,604+7.2%
30JEPQJ P MORGAN EXCHANGE TRADED F$58.90-3.01%25.79%102.27%$25.8M0.62%+105,933+29.5%
31ABBVABBVIE INC$227.231.02%$25.6M0.61%+8,515+7.8%
32MSMORGAN STANLEY$211.93-2.90%$24.2M0.58%16,603−10.1%
33SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$23.6M0.56%+3,353+10.2%
34ISRGINTUITIVE SURGICAL INC$422.060.77%$22.2M0.53%5,024−9.5%
35TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$21.3M0.51%+8,781+16.2%
36AVEMAMERICAN CENTY ETF TR$91.23-6.45%$20.4M0.49%+11,525+4.8%
37QYLDGLOBAL X FDS$17.80-1.82%$20.4M0.49%+89,683+8.2%
38VVISA INC$323.571.06%$20.0M0.48%+13,440+25.5%
39QQQINVESCO QQQ TR$705.06-4.80%$19.5M0.47%5,959−15.0%
40ESGVVANGUARD WORLD FD$130.10-3.05%$19.2M0.46%+281+0.2%
41BNDVANGUARD BD INDEX FDS$72.83-0.45%$18.5M0.44%+240,350+2194.6%
42JCPBJ P MORGAN EXCHANGE TRADED F$46.54-0.43%$18.2M0.44%+26,239+7.3%
43QUREQUANTA SVCS INC$26.45-5.50%$17.7M0.42%+2,102+7.0%
44IDXXIDEXX LABS INC$562.16-0.46%$17.6M0.42%3,369−9.7%
45WMT2WELLS FARGO & CO$17.6M0.42%+8,972+4.2%
46GEVGE VERNOVA INC$933.61-3.09%$17.5M0.42%+2,808+16.3%
47XYLDGLOBAL X FDS$40.43-0.91%$16.7M0.40%+19,974+4.9%
48AMATAPPLIED MATLS INC$453.01-9.71%$16.7M0.40%837−1.7%
49QUALISHARES TR$213.14-1.93%$16.4M0.39%+5,982+7.5%
50JNJJOHNSON & JOHNSON$232.772.02%$16.2M0.39%876−1.3%
51BSVVANGUARD BD INDEX FDS$77.60-0.26%$15.8M0.38%+201,104NEW
52NEENEXTERA ENERGY INC$85.840.19%$15.4M0.37%+12,519+8.2%
53VOOVANGUARD INDEX FDS$678.00-2.59%$15.2M0.36%+4,369+20.7%
54PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$15.1M0.36%+59,768+137.8%
55PSXPHILLIPS 66$183.08-0.58%$15.1M0.36%8,422−9.2%
56MAMASTERCARD INCORPORATED$491.081.93%$15.0M0.36%3,012−9.1%
57IWPISHARES TR$139.23-2.75%$15.0M0.36%+10,173+9.5%
58AMDADVANCED MICRO DEVICES INC$466.38-10.86%$14.7M0.35%10,631−12.9%
59CGXUCAPITAL GROUP INTL FOCUS EQT$33.54-5.17%$14.3M0.34%+196,992+68.7%
60AZNASTRAZENECA PLC$185.952.28%$14.2M0.34%+72,008NEW
61OKEONEOK INC NEW$88.25-0.79%$14.1M0.34%13,969−8.2%
62COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$13.9M0.33%+601+4.5%
63RYLDGLOBAL X FDS$15.66-0.95%$13.5M0.32%+69,327+8.3%
64DGTSPDR SERIES TRUST$183.74-2.34%$13.5M0.32%+79,433NEW
65LLYELI LILLY & CO$1131.420.55%$13.1M0.31%1,785−11.2%
66MUMICRON TECHNOLOGY INC$864.01-13.25%$13.0M0.31%+17,809+86.4%
67DHID R HORTON INC$145.60-0.55%$12.8M0.31%+8,736+10.4%
68ENBENBRIDGE INC$56.31-0.76%$12.7M0.30%+20,040+9.3%
69BACBANK AMERICA CORP$53.83-0.63%$12.7M0.30%11,056−4.1%
70VOVANGUARD INDEX FDS$78.53-2.06%$12.7M0.30%4,470−9.2%
71MSCIMSCI INC$615.46-0.55%$11.4M0.27%2,696−11.3%
72VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$11.4M0.27%+153,822+644.7%
73BKNGBOOKING HOLDINGS INC$165.84-0.99%$11.1M0.27%+2,476+1537.9%
74MCDMCDONALDS CORP$279.842.61%$11.0M0.26%+1,387+4.1%
75FCXFREEPORT MCMORAN INC$63.37-9.07%$11.0M0.26%+169,655+1015.2%
76PLDPROLOGIS INC.$144.540.52%$10.9M0.26%+11,134+15.6%
77GLDSPDR GOLD TR$396.24-3.65%$10.9M0.26%+15,760+165.4%
78MELIMERCADOLIBRE INC$1607.80-1.65%$10.9M0.26%281−4.3%
79CVXCHEVRON CORPORATION$187.31-0.55%$10.8M0.26%+8,476+19.3%
80APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$10.8M0.26%17,459−15.2%
81CSCOCISCO SYS INC$121.64-6.43%$10.8M0.26%+5,264+3.9%
82JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$10.7M0.26%+15,061+22.6%
83BSJSINVESCO EXCH TRD SLF IDX FD$21.77-0.25%$10.7M0.26%+17,429+3.7%
84GILDGILEAD SCIENCES INC$129.16-0.02%$10.7M0.26%+12,701+19.9%
85KLACKLA CORP$1929.20-9.47%$10.6M0.25%1,316−15.4%
86WMBWILLIAMS COS INC$71.96-0.65%$10.6M0.25%+13,940+10.6%
87NFLXNETFLIX INC.$82.180.76%$10.5M0.25%+8,102+8.0%
88EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$10.5M0.25%22,750−7.6%
89DYNFBLACKROCK ETF TRUST$65.88-2.95%$10.3M0.25%+171,556+2981.5%
90AVUSAMERICAN CENTY ETF TR$125.15-2.49%$10.3M0.25%+92,573NEW
91VRTVERTIV HOLDINGS CO$300.51-7.23%$10.1M0.24%+3,706+10.1%
92COWZPACER FDS TR$63.91-1.45%$10.1M0.24%+155,811+3012.0%
93CBOECBOE GLOBAL MKTS INC$281.91-1.44%$9.9M0.24%+4,257+13.7%
94ARANTERO RESOURCES CORP$35.56-4.15%$9.7M0.23%+228,396NEW
95DELLDELL TECHNOLOGIES INC$394.39-6.55%$9.7M0.23%38,208−39.3%
96AEPAMERICAN ELEC PWR CO INC$129.141.06%$9.6M0.23%+7,552+11.5%
97SPMOINVESCO EXCH TRADED FD TR II$144.28-5.59%$9.5M0.23%+84,334NEW
98CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$9.4M0.22%+2,591+12.1%
99SUNSUNOCO LP/SUNOCO FIN CORP$66.25-1.52%$9.4M0.22%26,001−15.3%
100PANWPALO ALTO NETWORKS INC$272.05-2.58%$9.3M0.22%38,346−39.7%
101FTHIFIRST TR EXCHANGE TRADED FD$9.3M0.22%+405,975NEW
102CRMSALESFORCE INC$9.1M0.22%12,885−20.9%
103AVSDAMERICAN CENTY ETF TR$9.0M0.22%+69+0.1%
104USFRWISDOMTREE TR$8.7M0.21%21,334−11.0%
105JGLOJ P MORGAN EXCHANGE TRADED F$8.6M0.21%+131,947NEW
106BLKBLACKROCK INC$8.6M0.21%+1,687+23.3%
107VYMIVANGUARD WHITEHALL FDS$8.3M0.20%5,523−5.9%
108CMECME GROUP INC$8.3M0.20%+3,668+15.0%
109BSCRINVESCO EXCH TRD SLF IDX FD$8.2M0.20%223,880−34.8%
110BSCSINVESCO EXCH TRD SLF IDX FD$8.2M0.20%+20,931+5.5%
111VWOVANGUARD INTL EQUITY INDEX F$8.0M0.19%+126,847+596.2%
112BSCUINVESCO EXCH TRD SLF IDX FD$8.0M0.19%+23,453+5.2%
113SPYINEOS ETF TRUST$8.0M0.19%+143,632+789.1%
114BSCTINVESCO EXCH TRD SLF IDX FD$7.9M0.19%+16,415+4.0%
115AVUVAMERICAN CENTY ETF TR$7.9M0.19%+48,191+209.9%
116ACELACCEL ENTERTAINMENT INC$7.3M0.17%45,455−6.4%
117GSGOLDMAN SACHS GROUP INC$7.2M0.17%+1,045+14.0%
118BSCVINVESCO EXCH TRD SLF IDX FD$7.1M0.17%562,438−56.5%
119TMUST-MOBILE US INC$7.1M0.17%4,983−12.8%
120SHOPSHOPIFY INC$6.7M0.16%+4,014+7.6%
121HELOJ P MORGAN EXCHANGE TRADED F$6.7M0.16%1,229−1.2%
122QLDPROSHARES TR$6.7M0.16%17,290−13.6%
123HDHOME DEPOT INC$6.7M0.16%+618+3.1%
124ETENERGY TRANSFER L P$6.4M0.15%+137,092+70.2%
125MUBISHARES TR$6.2M0.15%+22,004+59.7%
126PGPROCTER & GAMBLE CO$6.2M0.15%+5,676+15.1%
127DFUVDIMENSIONAL ETF TRUST$6.2M0.15%+122,428+2353.0%
128VBRVANGUARD INDEX FDS$6.2M0.15%+24,448+623.8%
129GNRCGENERAC HLDGS INC$6.1M0.15%7,328−19.0%
130RTXRTX CORPORATION$5.9M0.14%+3,296+12.0%
131SUBISHARES TR$5.9M0.14%+55,496NEW
132MGKVANGUARD WORLD FD$5.9M0.14%+9,642+149.7%
133BABOEING CO$5.8M0.14%+3,606+14.2%
134JPSTJ P MORGAN EXCHANGE TRADED F$5.8M0.14%+15,920+16.3%
135QCOMQUALCOMM INC$5.7M0.14%2,065−4.5%
136CELHCELSIUS HLDGS INC$5.6M0.13%+671+0.4%
137PEPPEPSICO INC$5.6M0.13%+793+2.2%
138MRKMERCK & CO INC$5.6M0.13%+1,636+3.6%
139UBERUBER TECHNOLOGIES INC$5.6M0.13%+11,898+18.1%
140ADBEADOBE INC$5.6M0.13%3,565−13.5%
141KOCOCA COLA CO$5.6M0.13%+8,855+13.8%
142IVVISHARES TR$5.5M0.13%+1,738+25.7%
143SLVISHARES SILVER TR$5.5M0.13%+51,343+176.0%
144VIGVANGUARD SPECIALIZED FUNDS$5.3M0.13%+372+1.5%
145PAYCPAYCOM SOFTWARE INC$5.3M0.13%10,429−19.3%
146VUGVANGUARD INDEX FDS$5.2M0.13%+9,558+389.8%
147MOALTRIA GROUP INC$5.2M0.12%+14,520+22.6%
148VEUVANGUARD INTL EQUITY INDEX F$5.1M0.12%+53,880+369.0%
149BIVVANGUARD BD INDEX FDS$5.1M0.12%+15,257+29.7%
150AGGISHARES TR$5.1M0.12%+44,926+719.0%
151SCZISHARES TR$5.1M0.12%+64,645NEW
152PHPARKER-HANNIFIN CORP$5.0M0.12%549−9.0%
153TAT&T INC$5.0M0.12%+43,369+33.9%
154ABTABBOTT LABORATORIES$5.0M0.12%+779+1.6%
155IWMISHARES TR$5.0M0.12%169−0.8%
156BTUPEABODY ENGR CORP$4.9M0.12%+150,000NEW
157EVRGEVERGY INC$4.9M0.12%9,638−13.8%
158IAUISHARES GOLD TR$4.9M0.12%+47,675+639.5%
159NVDXETF OPPORTUNITIES TRUST$4.8M0.12%+53,450+18.2%
160OGEOGE ENERGY CORP$4.8M0.11%21,957−18.0%
161ABALLIANCEBERNSTEIN HLDG L P$4.8M0.11%26,864−17.4%
162CATCATERPILLAR INC$4.7M0.11%+3,021+84.8%
163MGVVANGUARD WORLD FD$4.6M0.11%+29,359+1101.2%
164COPCONOCOPHILLIPS$4.6M0.11%620−1.7%
165VYMVANGUARD WHITEHALL FDS$4.6M0.11%+13,594+77.8%
166DFASDIMENSIONAL ETF TRUST$4.5M0.11%+25,225+65.7%
167PFEPFIZER INC$4.4M0.10%+7,639+5.2%
168ORCLORACLE CORP$4.3M0.10%15,155−34.1%
169HIMUBLACKROCK ETF TRUST II$4.3M0.10%HELD
170NVDLGRANITESHARES ETF TR$4.2M0.10%17,434−23.1%
171IEMGISHARES INC$4.2M0.10%+1,008+1.7%
172UNHUNITEDHEALTH GROUP INC$4.2M0.10%3,896−20.2%
173MPLXMPLX LP$4.2M0.10%+52,977+265.8%
174DKNGDRAFTKINGS INC NEW$4.1M0.10%+25,912+15.6%
175BXBLACKSTONE INC$4.0M0.10%+4,147+13.5%
176TXNTEXAS INSTRS INC$4.0M0.09%+3,477+20.5%
177AGNCAGNC INVT CORP$3.9M0.09%98,000−20.0%
178VALVALARIS LTD$3.9M0.09%+40,000NEW
179APPAPPLOVIN CORP$3.9M0.09%+2,776+39.3%
180SCHWSCHWAB CHARLES CORP$3.9M0.09%98,500−70.4%
181TXRHTEXAS ROADHOUSE INC$3.8M0.09%9,393−29.2%
182BEBLOOM ENERGY CORP$3.8M0.09%+27,679NEW
183BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.09%+2+66.7%
184IBMINTERNATIONAL BUSINESS MACHS$3.6M0.09%+494+3.5%
185NETCLOUDFLARE INC$3.6M0.09%4,999−22.4%
186INTCINTEL CORP$3.5M0.08%+44,855+133.1%
187ANETARISTA NETWORKS INC$3.5M0.08%7,528−21.1%
188TRFKPACER FDS TR$3.5M0.08%+55,495NEW
189IJRISHARES TR$3.4M0.08%+4,041+17.3%
190SNOWSNOWFLAKE INC$3.3M0.08%651−2.9%
191DISDISNEY WALT CO$3.3M0.08%+3,759+12.5%
192BABAALIBABA GROUP HLDG LTD$3.2M0.08%+5,585+27.6%
193GEGE AEROSPACE$3.2M0.08%+428+4.0%
194CLOABLACKROCK ETF TRUST II$3.1M0.08%+60,542NEW
195AMTAMERICAN TOWER CORP$3.1M0.07%3,054−14.4%
196DUKDUKE ENERGY CORP NEW$3.0M0.07%+5,565+31.5%
197PSLVSPROTT ASSET MANAGEMENT LP$3.0M0.07%+89,200+253.4%
198VXUSVANGUARD STAR FDS$3.0M0.07%+33,823+646.3%
199PFFISHARES TR$3.0M0.07%+15,368+18.3%
200MARMARRIOTT INTL INC NEW$3.0M0.07%834−8.3%
201MDTMEDTRONIC PLC$3.0M0.07%+785+2.4%
202LRCXLAM RESEARCH CORP$2.9M0.07%+218+1.6%
203UNPUNION PAC CORP$2.9M0.07%+5,219+77.6%
204ASMLASML HLDG NV$2.9M0.07%+95+4.5%
205IWRISHARES TR$2.9M0.07%+45+0.2%
206SPGSIMON PPTY GROUP INC NEW$2.9M0.07%+84+0.5%
207HONHONEYWELL INTL INC$2.8M0.07%+671+5.6%
208LMTLOCKHEED MARTIN CORP$2.8M0.07%3,602−43.7%
209IWBISHARES TR$2.8M0.07%+710+10.1%
210IWFISHARES TR$2.8M0.07%+884+15.9%
211NUENUCOR CORP$2.7M0.07%+4,997+44.8%
212VZVERIZON COMMUNICATIONS INC$2.7M0.06%+7,217+15.6%
213BSCQINVESCO EXCH TRD SLF IDX FD$2.6M0.06%4,942−3.5%
214NNINELNET INC$2.6M0.06%+20,336NEW
215FANGDIAMONDBACK ENERGY INC$2.6M0.06%5,701−30.3%
216IWSISHARES TR$2.6M0.06%+11,604+192.4%
217KMIKINDER MORGAN INC DEL$2.6M0.06%+21,384+38.7%
218ADIANALOG DEVICES INC$2.6M0.06%+965+13.6%
219CCITIGROUP INC$2.5M0.06%+4,099+22.6%
220WESWESTERN MIDSTREAM PARTNERS L$2.5M0.06%+3,614+6.3%
221LITGLOBAL X FDS$2.5M0.06%+33,336NEW
222DFACDIMENSIONAL ETF TRUST$2.5M0.06%+604+1.0%
223UALUNITED AIRLS HLDGS INC$2.5M0.06%+21,246+386.8%
224PAAPLAINS ALL AMERN PIPELINE L$2.4M0.06%+4,422+4.2%
225PHYSSPROTT ASSET MANAGEMENT LP$2.4M0.06%+68,148NEW
226MPCMARATHON PETE CORP$2.3M0.06%38−0.4%
227SCHESCHWAB STRATEGIC TR$2.3M0.05%+62,297+919.0%
228NBISNEBIUS GROUP N.V.$2.3M0.05%+7,681+54.0%
229AMLPALPS ETF TR$2.3M0.05%+42,768NEW
230EPREPR PPTYS$2.2M0.05%+37,813+557.6%
231SCHDSCHWAB STRATEGIC TR$2.1M0.05%2,972−4.1%
232IDCCINTERDIGITAL INC$2.1M0.05%50−0.7%
233VCRMVANGUARD MUN BD FDS$2.1M0.05%+16,443+141.2%
234VBVANGUARD INDEX FDS$2.1M0.05%+4,003+99.1%
235DGRWWISDOMTREE TR$2.1M0.05%+23,670NEW
236VSSVANGUARD INTL EQUITY INDEX F$2.1M0.05%+14,186NEW
237VTEBVANGUARD MUN BD FDS$2.1M0.05%799−1.9%
238LPTHLIGHTPATH TECHNOLOGIES INC$2.1M0.05%+5,746+2.9%
239IIMINVESCO VALUE MUN INCOME TR$2.1M0.05%+500+0.3%
240VRPINVESCO EXCH TRADED FD TR II$2.1M0.05%+6,515+8.2%
241BSCWINVESCO EXCH TRD SLF IDX FD$2.1M0.05%+1,348+1.4%
242RCLROYAL CARIBBEAN GROUP$2.0M0.05%899−10.8%
243DKSDICKS SPORTING GOODS INC$2.0M0.05%19−0.2%
244JBBBJANUS DETROIT STR TR$2.0M0.05%+43,293NEW
245DDOMINION ENERGY INC$2.0M0.05%+4,147+14.6%
246STWDSTARWOOD PPTY TR INC$2.0M0.05%39,362−25.5%
247BSCXINVESCO EXCH TRD SLF IDX FD$2.0M0.05%+1,338+1.5%
248CLSCELESTICA INC$1.9M0.05%+3,804+123.4%
249NEMNEWMONT CORP$1.9M0.04%+5,752+49.9%
250SPDWSPDR INDEX SHS FDS$1.9M0.04%+34,254+521.8%
251UECURANIUM ENERGY CORP$1.9M0.04%+137,129NEW
252PDIPIMCO DYNAMIC INCOME FD$1.8M0.04%+16,906+18.6%
253URIUNITED RENTALS INC$1.8M0.04%80−3.1%
254WPMWHEATON PRECIOUS METALS CORP$1.8M0.04%+9,962+256.1%
255GLWCORNING INC$1.8M0.04%+1,073+8.8%
256DEDEERE & CO$1.8M0.04%+838+36.1%
257EDCONSOLIDATED EDISON INC$1.8M0.04%+1,901+13.8%
258BOTZGLOBAL X FDS$1.8M0.04%+46,044+652.8%
259HYMCHYCROFT MINING HOLDING CORP$1.8M0.04%+50,025NEW
260FPEFIRST TR EXCH TRADED FD III$1.8M0.04%+98,875NEW
261BBARRICK MNG CORP$1.7M0.04%+24,785+138.9%
262SCHXSCHWAB STRATEGIC TR$1.7M0.04%3,372−4.7%
263ARCCARES CAPITAL CORP$1.7M0.04%+37,996+66.1%
264DIASTATE STR SPDR DOW JONES IND$1.7M0.04%44−1.2%
265WMWASTE MGMT INC DEL$1.7M0.04%+1,918+34.9%
266SOFISOFI TECHNOLOGIES INC$1.7M0.04%+43,436+68.1%
267BMYBRISTOL-MYERS SQUIBB CO$1.7M0.04%+2,643+10.5%
268BSJQINVESCO EXCH TRD SLF IDX FD$1.7M0.04%52,563−41.9%
269AOMISHARES TR$1.7M0.04%246,085−87.4%
270KKRKKR & CO INC$1.7M0.04%5,955−24.8%
271SKYTSKYWATER TECHNOLOGY INC$1.7M0.04%17,575−22.4%
272IEFAISHARES TR$1.7M0.04%+3,624+24.6%
273AXPAMERICAN EXPRESS CO$1.6M0.04%+1,620+43.0%
274VLOVALERO ENERGY CORP$1.6M0.04%+2,788+76.8%
275SHELSHELL PLC$1.6M0.04%+2,307+16.0%
276LOWLOWES COS INC$1.5M0.04%+1,581+31.8%
277MLPINEOS ETF TRUST$1.5M0.04%+27,298NEW
278OHIOMEGA HEALTHCARE INVS INC$1.5M0.04%+12,048+52.2%
279CNQCANADIAN NAT RES LTD MED TER$1.5M0.04%2,224−6.7%
280BIPBROOKFIELD INFRASTRUCTURE PA$1.5M0.04%10,412−19.9%
281SCHBSCHWAB STRATEGIC TR$1.5M0.04%2,917−4.7%
282GDXVANECK ETF TRUST$1.5M0.04%+5,266+47.8%
283BSCYINVESCO EXCH TRD SLF IDX FD$1.5M0.04%+4,348+6.4%
284COFCAPITAL ONE FINL CORP$1.5M0.04%+3,181+63.8%
285VXFVANGUARD INDEX FDS$1.5M0.04%+3,044+73.4%
286NOCNORTHROP GRUMMAN CORP$1.5M0.04%+29+1.4%
287SOSOUTHERN CO$1.5M0.04%+2,489+19.6%
288MSIMOTOROLA SOLUTIONS INC$1.5M0.03%+213+6.8%
289BSJRINVESCO EXCH TRD SLF IDX FD$1.4M0.03%20,667−24.2%
290AMGNAMGEN INC$1.4M0.03%+1,555+61.0%
291RJFRAYMOND JAMES FINL INC$1.4M0.03%+386+4.0%
292IWDISHARES TR$1.4M0.03%+1,517+29.2%
293MINTPIMCO ETF TR$1.4M0.03%+14,091NEW
294LQDISHARES TR$1.4M0.03%+500+4.0%
295FTCSFIRST TR EXCHANGE-TRADED FD$1.4M0.03%+15,196NEW
296GCOWPACER FDS TR$1.4M0.03%+30,169NEW
297TFCTRUIST FINL CORP$1.4M0.03%+18,803+164.6%
298MRVLMARVELL TECHNOLOGY INC$1.4M0.03%+5,141+58.5%
299VONVVANGUARD SCOTTSDALE FDS$1.4M0.03%HELD
300ETNEATON CORP PLC$1.4M0.03%+1,001+35.3%
301SMCISUPER MICRO COMPUTER INC$1.4M0.03%405−0.7%
302ITWILLINOIS TOOL WKS INC$1.4M0.03%+1,832+53.5%
303CVSCVS HEALTH CORP$1.4M0.03%+2,623+16.0%
304DASHDOORDASH INC$1.4M0.03%+1,955+27.6%
305GDGENERAL DYNAMICS CORP$1.3M0.03%+726+22.8%
306SMHVANECK ETF TRUST$1.3M0.03%+210+6.4%
307BBDCBARINGS BDC INC$1.3M0.03%+161,646NEW
308CIENCIENA CORP$1.3M0.03%+2,357+226.4%
309LNGCHENIERE ENERGY INC$1.3M0.03%266−5.4%
310SPTMSPDR SERIES TRUST$1.3M0.03%+12,286+292.5%
311PMPHILIP MORRIS INTL INC$1.3M0.03%+422+5.7%
312ULTAULTA BEAUTY INC$1.3M0.03%+68+2.8%
313SPYGSPDR SERIES TRUST$1.3M0.03%+3,160+31.2%
314VBKVANGUARD INDEX FDS$1.3M0.03%+3,398+378.4%
315JAAAJANUS DETROIT STR TR$1.3M0.03%+21,472+529.5%
316BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.03%593−7.0%
317CMICUMMINS INC$1.3M0.03%+526+28.7%
318SPTLSPDR SERIES TRUST$1.3M0.03%+1,127+2.4%
319COINCOINBASE GLOBAL INC$1.3M0.03%1,866−20.5%
320BSJTINVESCO EXCH TRD SLF IDX FD$1.3M0.03%23,731−28.4%
321FNVFRANCO NEV CORP$1.3M0.03%+2,270+80.8%
322MDLZMONDELEZ INTL INC$1.3M0.03%373−1.7%
323CSXCSX CORP$1.3M0.03%+8,584+39.1%
324VGTVANGUARD WORLD FD$1.2M0.03%+263+17.2%
325HWMHOWMET AEROSPACE INC$1.2M0.03%+352+7.0%
326IJHISHARES TR$1.2M0.03%+8,167+79.6%
327ROKROCKWELL AUTOMATION INC$1.2M0.03%+103+3.1%
328OREALTY INCOME CORP$1.2M0.03%+4,838+32.0%
329SCHGSCHWAB STRATEGIC TR$1.2M0.03%3,625−8.0%
330USDPROSHARES TR$1.2M0.03%+31+0.1%
331HOODROBINHOOD MKTS INC$1.2M0.03%+5,717+50.2%
332SBUXSTARBUCKS CORP$1.2M0.03%2,198−14.4%
333EEMISHARES TR$1.2M0.03%+1,840+9.9%
334PRUPRUDENTIAL FINL INC$1.1M0.03%11,840−50.5%
335CLCOLGATE PALMOLIVE CO$1.1M0.03%800−5.7%
336PYPLPAYPAL HLDGS INC$1.1M0.03%+9,554+62.2%
337COHRCOHERENT CORP$1.1M0.03%+3,392+292.4%
338FRTFEDERAL RLTY INVT TR NEW$1.1M0.03%+2,084+25.7%
339IEFISHARES TR$1.1M0.03%+1,038+10.1%
340GTOINVESCO ACTIVELY MANAGED EXC$1.1M0.03%1,016−4.3%
341TJXTJX COS INC NEW$1.1M0.03%+1,896+40.2%
342MAINMAIN STR CAP CORP$1.0M0.03%8,677−30.4%
343TOWNTOWNEBANK PORTSMOUTH VA$1.0M0.03%+31,121NEW
344OBDCBLUE OWL CAPITAL CORPORATION$1.0M0.03%+94,599NEW
345CRWVCOREWEAVE INC$1.0M0.02%271−2.0%
346NOWSERVICENOW INC$1.0M0.02%10,453−51.4%
347IVEISHARES TR$1.0M0.02%+868+21.6%
348TQQQPROSHARES TR$1.0M0.02%53,594−68.7%
349JVALJ P MORGAN EXCHANGE TRADED F$1.0M0.02%+2,775+15.4%
350NVSNOVARTIS AG$1.0M0.02%+2,017+43.5%
351ONEQFIDELITY COMWLTH TR$1.0M0.02%+3,387+39.8%
352LINLINDE PLC$1.0M0.02%+382+23.2%
353PAASPAN AMERN SILVER CORP$1.0M0.02%+18,378NEW
354IBITISHARES BITCOIN TRUST ETF$1000K0.02%+10,153+64.0%
355ASTSAST SPACEMOBILE INC$983K0.02%+8,539+256.7%
356ABNBAIRBNB INC$981K0.02%+2,078+36.5%
357SPMDSPDR SERIES TRUST$972K0.02%+12,052+276.6%
358BKBANK NEW YORK MELLON CORP$970K0.02%+2,312+39.4%
359HCAHCA HEALTHCARE INC$969K0.02%+175+9.3%
360IAUINEOS ETF TRUST$960K0.02%289−1.7%
361TGTTARGET CORP$956K0.02%+635+8.8%
362SNDKSANDISK CORP$954K0.02%+427+39.8%
363FFORD MTR CO$953K0.02%+13,866+20.2%
364EXPEEXPEDIA GROUP INC$952K0.02%+634+18.2%
365STXSEAGATE TECHNOLOGY HLDNGS PL$928K0.02%+48+2.1%
366AVGEAMERICAN CENTY ETF TR$926K0.02%+426+4.2%
367ELVELEVANCE HEALTH INC FORMERLY$923K0.02%+1,428+82.7%
368SCCOSOUTHERN COPPER CORP$923K0.02%+48+0.9%
369XLKSELECT SECTOR SPDR TR$921K0.02%+1,915+38.2%
370XLESELECT SECTOR SPDR TR$917K0.02%+967+6.9%
371REGNREGENERON PHARMACEUTICALS$912K0.02%+839+246.0%
372IVWISHARES TR$897K0.02%+773+10.8%
373MCKMCKESSON CORP$896K0.02%+79+8.3%
374FTLSFIRST TR EXCH TRADED FD III$892K0.02%HELD
375JAVAJ P MORGAN EXCHANGE TRADED F$889K0.02%691−5.3%
376HYTBLACKROCK CORPOR HI YLD FD I$879K0.02%59,480−36.6%
377LHXL3HARRIS TECHNOLOGIES INC$878K0.02%+319+14.3%
378EFAISHARES TR$877K0.02%+3,513+63.7%
379DGROISHARES TR$876K0.02%+3,041+32.2%
380IQDFFLEXSHARES TR$875K0.02%6,566−19.2%
381FNDXSCHWAB STRATEGIC TR$854K0.02%+395+1.3%
382REETISHARES TR$843K0.02%+33,509NEW
383SCHVSCHWAB STRATEGIC TR$841K0.02%5,513−16.7%
384TRVTRAVELERS COMPANIES INC$841K0.02%+19+0.7%
385DDOGDATADOG INC$841K0.02%724−9.2%
386ETRENTERGY CORP NEW$840K0.02%+7,478NEW
387EBAYEBAY INC.$839K0.02%+2,028+28.2%
388MMM3M CO$836K0.02%+26+0.5%
389VMIVALMONT INDS INC$835K0.02%+1,133+118.4%
390BIDUBAIDU INC$834K0.02%+3,891+108.2%
391VTESVANGUARD WELLINGTON FD$833K0.02%+3,538+75.3%
392SYYSYSCO CORP$830K0.02%+1,303+12.6%
393OCOWENS CORNING NEW$821K0.02%833−9.9%
394MSTRSTRATEGY INC$819K0.02%23,124−77.9%
395NXPINXP SEMICONDUCTORS N V$817K0.02%+4,150NEW
396VRTXVERTEX PHARMACEUTICALS INC$817K0.02%+423+30.1%
397TERTERADYNE INC$815K0.02%248−8.3%
398DDDUPONT DE NEMOURS INC$813K0.02%+5,036+39.6%
399CCL1EURCARNIVAL CORP$813K0.02%+10,439+49.8%
400TRGPTARGA RES CORP$806K0.02%482−13.0%
401GMEDGLOBUS MED INC$803K0.02%+2,276+32.3%
402VALEVALE S A$801K0.02%1,462−2.8%
403DVNDEVON ENERGY CORP NEW$796K0.02%19,443−55.1%
404BMNUETF OPPORTUNITIES TRUST$777K0.02%+231,391+110.8%
405NENOBLE CORP PLC$773K0.02%196−1.2%
406BHKBLACKROCK CORE BD TR$770K0.02%HELD
407CFCF INDUSTRIES HOLD$763K0.02%+2,383+68.1%
408CTASCINTAS CORP$761K0.02%+914+25.5%
409BSCZINVESCO EXCH TRD SLF IDX FD$759K0.02%+4,265+13.0%
410PHMPULTE GROUP INC$758K0.02%+798+14.1%
411CRUSCIRRUS LOGIC INC$757K0.02%+650+14.2%
412INTUINTUIT$756K0.02%+371+26.9%
413NKENIKE INC$754K0.02%+5,882+70.1%
414QQQXNUVEEN NASDAQ 100 DYNAMIC OV$751K0.02%HELD
415XLVSELECT SECTOR SPDR TR$742K0.02%+3,359+197.1%
416QQNITY ELECTRONICS INC$742K0.02%+2,208+52.3%
417EXCEXELON CORP$740K0.02%4,853−24.3%
418EWEDWARDS LIFESCIENCES CORP$740K0.02%+4,401+91.0%
419USBUS BANCORP$738K0.02%+3,485+32.5%
420RDDTREDDIT INC$725K0.02%9,306−63.3%
421COWGPACER FDS TR$721K0.02%+21,363NEW
422STKCOLUMBIA SELIGM PREM TECH GR$721K0.02%HELD
423SCHFSCHWAB STRATEGIC TR$718K0.02%+5,796+25.0%
424FLCBFRANKLIN TEMPLETON ETF TR$716K0.02%+10,176+44.0%
425CHKPCHECK POINT SOFTWARE TECH LT$715K0.02%+3+0.1%
426ECLECOLAB INC$712K0.02%+609+29.4%
427GSLCGOLDMAN SACHS ETF TR$711K0.02%130−2.2%
428HIGHARTFORD INSURANCE GROUP INC$702K0.02%1,736−25.1%
429MNSTMONSTER BEVERAGE CORP NEW$699K0.02%+1,976+25.8%
430CINFCINCINNATI FINL CORP$699K0.02%+1,571+54.8%
431TTTRANE TECHNOLOGIES PLC$698K0.02%+1,674NEW
432IUSBISHARES TR$697K0.02%1,981−11.6%
433WYNNWYNN RESORTS LTD$697K0.02%729−9.6%
434CMCSACOMCAST CORP NEW$695K0.02%+4,712+24.2%
435DLRDIGITAL RLTY TR INC$688K0.02%+320+9.1%
436BXSLBLACKSTONE SECD LENDING FD$686K0.02%+28,970NEW
437PGRPROGRESSIVE CORP$682K0.02%+243+7.6%
438OXYOCCIDENTAL PETE CORP$673K0.02%618−5.6%
439BROSDUTCH BROS INC$672K0.02%1,186−8.2%
440VTVANGUARD INTL EQUITY INDEX F$671K0.02%+2,032+72.1%
441EMREMERSON ELEC CO$668K0.02%+313+6.5%
442BMOPBNY MELLON ETF TRUST II$660K0.02%+26,783NEW
443NSCNORFOLK SOUTHN CORP$658K0.02%+16+0.7%
444AWIARMSTRONG WORLD INDS INC NEW$655K0.02%+147+3.8%
445CMFISHARES TR$655K0.02%+11,514NEW
446WDCWESTERN DIGITAL CORP$647K0.02%440−15.5%
447TFLOISHARES TR$645K0.02%3,876−23.3%
448KMBKIMBERLY-CLARK CORP$639K0.02%+993+17.6%
449XYZBLOCK INC$638K0.02%+5,225+97.2%
450XOPSPDR SERIES TRUST$637K0.02%+3,503NEW
451BNBROOKFIELD CORP$635K0.02%+1,012+6.9%
452RSPINVESCO EXCHANGE TRADED FD T$635K0.02%93−2.7%
453MTDRMATADOR RES CO$634K0.02%2,253−18.3%
454TSNTYSON FOODS INC$633K0.02%+669+7.3%
455FIVEFIVE BELOW INC$630K0.02%+349+14.5%
456TXG10X GENOMICS INC$630K0.02%+4,171+16.4%
457MLPXGLOBAL X FDS$627K0.02%+1,071+14.4%
458GLDMWORLD GOLD TR$627K0.01%+6,761NEW
459MDYSTATE STR SPDR S&P MIDCAP 40$626K0.01%+233+29.8%
460ORLYOREILLY AUTOMOTIVE INC$622K0.01%+3,157+88.1%
461KTOSKRATOS DEFENSE & SEC SOLUTIO$621K0.01%+8,810NEW
462CGGRCAPITAL GROUP GROWTH ETF$621K0.01%+9,667+167.5%
463LAMRLAMAR ADVERTISING CO$618K0.01%+1,574+47.6%
464INGRINGREDION INC$616K0.01%+2,113+63.0%
465SPGIS&P GLOBAL INC$614K0.01%+43+3.1%
466FTNTFORTINET INC$614K0.01%4,215−35.9%
467VIGIVANGUARD WHITEHALL FDS$609K0.01%+329+5.0%
468VGSHVANGUARD SCOTTSDALE FDS$609K0.01%+10,409NEW
469SCHASCHWAB STRATEGIC TR$607K0.01%+519+2.5%
470ESEVERSOURCE ENERGY$607K0.01%+4,189+91.6%
471TMOTHERMO FISHER SCIENTIFIC INC$607K0.01%+147+13.5%
472SYKSTRYKER CORPORATION$606K0.01%+361+24.4%
473CLHCLEAN HARBORS INC$605K0.01%+107+5.3%
474RLRALPH LAUREN CORP$605K0.01%+398+29.2%
475SHWSHERWIN WILLIAMS CO$603K0.01%+394+26.5%
476CBCHUBB LTD SWITZ$600K0.01%+85+4.8%
477ESSESSEX PPTY TR INC$599K0.01%+716+40.7%
478EGPEASTGROUP PPTYS INC$599K0.01%+1,361+72.7%
479CWCURTISS WRIGHT CORP$596K0.01%+96+12.3%
480NDSNNORDSON CORP$596K0.01%+379+20.4%
481BILSPDR SERIES TRUST$595K0.01%+6,491NEW
482KRKROGER CO$592K0.01%+23+0.3%
483MURMURPHY OIL CORP$587K0.01%376−2.6%
484SONYSONY GROUP CORP$585K0.01%+15,077+114.5%
485FNDFSCHWAB STRATEGIC TR$581K0.01%+1,014+9.3%
486CCKCROWN HLDGS INC$581K0.01%+858+17.4%
487CNCCENTENE CORP DEL$577K0.01%+725+4.3%
488BDXBECTON DICKINSON & CO$576K0.01%112−3.0%
489PNWPINNACLE WEST CAP CORP$575K0.01%+2,002+54.1%
490SANBANCO SANTANDER SA$575K0.01%4,762−8.5%
491SYFSYNCHRONY FINANCIAL$574K0.01%547−6.1%
492WSMWILLIAMS SONOMA INC$572K0.01%+156+5.2%
493FFIVF5 INC$570K0.01%+405+25.9%
494NTRSNORTHERN TR CORP$570K0.01%+594+17.0%
495ILMNILLUMINA INC$569K0.01%+1,236+36.5%
496SNASNAP ON INC$569K0.01%+636+68.3%
497SPABSPDR SERIES TRUST$564K0.01%+22,014NEW
498JBHTHUNT J B TRANS SVCS INC$564K0.01%+344+14.8%
499IONQIONQ INC$560K0.01%+12,798+193.0%
500ALLALLSTATE CORP$559K0.01%+1,721+176.9%

Source: SEC EDGAR · accession 0001172661-26-002189. 13F discloses long positions only — shorts, foreign equities, and options are excluded.