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Institutional

Kera Capital Partners, Inc.

CIK 0002040353
$814.7M
Reported AUM
569
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Kera Capital Partners, Inc. · Q1 2026

AI · grounded in 13F

Kera Capital Partners, Inc. established a new position in SGOV valued at $18.6M. The fund also opened a new position in CRDO for $6.6M and increased its holdings in BILS by 169.99%. On the sell side, the fund reduced its stake in COIN by 91.85% and trimmed its position in GOF by 89.47%.

Portfolio · Q1 2026

NVDA$69.4MSPY$43.6MRSPBILSGLWSGOVVRTCGDVCGGROther$507.6MKI

Top holdings· first 500 of 569

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$69.4M8.52%HELD
2SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$43.6M5.35%HELD
3RSPINVESCO EXCHANGE TRADED FD T$215.73-0.90%21.73%51.17%$29.1M3.57%HELD
4BILSSPDR SERIES TRUST$99.400.03%3.68%18.24%$26.4M3.24%HELD
5GLWCORNING INC$124.05-1.56%102.10%250.88%$19.4M2.38%HELD
6SGOVISHARES TR$100.680.02%3.78%19.62%$18.6M2.29%HELD
7VRTVERTIV HOLDINGS CO$223.04-17.26%90.59%861.48%$17.6M2.16%HELD
8CGDVCAPITAL GROUP DIVIDEND VALUE$48.44-1.36%23.10%101.38%$16.8M2.06%HELD
9CGGRCAPITAL GROUP GROWTH ETF$43.79-1.75%9.11%72.52%$16.5M2.02%HELD
10PHYSSPROTT ASSET MANAGEMENT LP$30.570.49%19.13%113.03%$12.8M1.57%HELD
11PSLVSPROTT ASSET MANAGEMENT LP$18.550.38%46.41%118.21%$12.8M1.57%HELD
12GCOWPACER FDS TR$46.760.97%27.38%86.02%$11.7M1.43%HELD
13AMLPALPS ETF TR$54.820.04%21.25%150.11%$11.1M1.36%HELD
14GOOGALPHABET INC$335.760.95%75.60%130.67%$10.8M1.32%HELD
15GSIEGOLDMAN SACHS ETF TR$46.21-0.26%21.99%49.80%$10.3M1.26%HELD
16JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$9.8M1.20%HELD
17ANETARISTA NETWORKS INC$157.97-6.92%34.36%583.98%$9.7M1.19%HELD
18AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$9.6M1.18%HELD
19TBLDTHORNBURG INCM BUILDER OPP T$21.60-0.83%17.80%51.98%$9.6M1.18%HELD
20RTXRTX CORPORATION$215.25-1.52%40.31%183.53%$9.3M1.15%HELD
21JPMJPMORGAN CHASE & CO$344.71-3.53%25.84%153.16%$8.4M1.03%HELD
22ILFISHARES TR$34.30-1.66%43.63%65.81%$8.1M0.99%HELD
23HOODROBINHOOD MKTS INC$89.84-3.15%-10.07%102.71%$8.0M0.99%HELD
24CMGCHIPOTLE MEXICAN GRILL INC$34.242.18%-19.58%-10.20%$8.0M0.98%HELD
25BLKBLACKROCK INC$1079.19-1.67%2.54%31.13%$7.8M0.95%HELD
26INTCINTEL CORP$81.88-5.12%324.03%64.44%$7.7M0.94%HELD
27VOOVANGUARD INDEX FDS$670.63-1.52%18.74%73.44%$7.6M0.93%HELD
28AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$7.5M0.93%HELD
29CGGOCAPITAL GROUP GBL GROWTH EQT$38.03-2.01%20.61%63.86%$7.5M0.92%HELD
30VONVVANGUARD SCOTTSDALE FDS$109.38-1.01%32.79%70.64%$7.1M0.88%HELD
31AAXJISHARES TR$105.65-2.00%$7.0M0.85%HELD
32NUNU HLDGS LTD$14.04-4.36%$6.7M0.82%HELD
33CRDOCREDO TECHNOLOGY GROUP HOLDI$177.45-7.71%$6.6M0.81%HELD
34VBVANGUARD INDEX FDS$293.00-1.66%$5.9M0.72%HELD
35CGCPCAPITAL GRP FIXED INCM ETF T$22.04-0.32%$5.7M0.70%HELD
36IVVISHARES TR$733.12-1.49%$5.7M0.70%HELD
37AAPLAPPLE INC$338.19-0.56%$5.5M0.68%HELD
38JXNJACKSON FINANCIAL INC$120.46-2.02%$5.2M0.64%HELD
39GOOGLALPHABET INC$336.710.90%$4.9M0.60%HELD
40MSFTMICROSOFT CORP$390.54-0.71%$4.8M0.59%HELD
41IJHISHARES TR$74.73-1.71%$4.0M0.49%HELD
42IBBISHARES TR$188.53-1.04%$4.0M0.49%HELD
43MDLNMEDLINE INC$40.08-1.06%$4.0M0.49%HELD
44PMPHILIP MORRIS INTL INC$198.44-0.86%$3.9M0.48%HELD
45SMHVANECK ETF TRUST$504.22-4.79%$3.8M0.47%HELD
46BBCETFIS SER TR I$48.43-0.85%$3.7M0.46%HELD
47SPEMSPDR INDEX SHS FDS$49.40-1.36%$3.5M0.43%HELD
48SPYVSPDR SERIES TRUST$62.18-0.94%$3.4M0.41%HELD
49MGKVANGUARD WORLD FD$83.11-1.60%$3.4M0.41%HELD
50IWBISHARES TR$399.27-1.56%$3.4M0.41%HELD
51PEPPEPSICO INC$143.500.45%$2.9M0.36%HELD
52BABAALIBABA GROUP HLDG LTD$115.03-0.14%$2.5M0.30%HELD
53MRKMERCK & CO INC$130.36-1.11%$2.3M0.28%HELD
54BKNGBOOKING HOLDINGS INC$201.301.00%$2.2M0.26%HELD
55MCDMCDONALDS CORP$271.52-0.55%$2.1M0.26%HELD
56METAMETA PLATFORMS INC$585.61-1.31%$2.1M0.25%HELD
57IDEVISHARES TR$88.89-0.59%$1.9M0.24%HELD
58SCHBSCHWAB STRATEGIC TR$28.22-1.54%$1.9M0.24%HELD
59LRCXLAM RESEARCH CORP$252.35-6.40%$1.9M0.24%HELD
60UAMYUNITED STATES ANTIMONY CORP$4.91-5.76%$1.9M0.23%HELD
61CSCOCISCO SYS INC$112.48-2.68%$1.9M0.23%HELD
62ABBVABBVIE INC$263.300.04%$1.9M0.23%HELD
63GLDMWORLD GOLD TR$80.020.45%$1.8M0.22%HELD
64ICOPISHARES TR$48.42-0.90%$1.8M0.22%HELD
65SLVISHARES SILVER TR$51.770.14%$1.7M0.20%HELD
66WMTWALMART INC$114.220.99%$1.6M0.19%HELD
67VTIVANGUARD INDEX FDS$360.42-1.52%$1.5M0.18%HELD
68BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.18%HELD
69CLCOLGATE PALMOLIVE CO$93.490.82%$1.5M0.18%HELD
70MOALTRIA GROUP INC$74.920.13%$1.4M0.17%HELD
71IWFISHARES TR$114.05-2.09%$1.4M0.17%HELD
72TSLATESLA INC$298.32-2.97%$1.3M0.16%HELD
73ABNBAIRBNB INC$153.01-0.07%$1.3M0.16%HELD
74VZVERIZON COMMUNICATIONS INC$47.22-2.01%$1.3M0.16%HELD
75GSGOLDMAN SACHS GROUP INC$980.75-5.09%$1.2M0.15%HELD
76MNSTMONSTER BEVERAGE CORP NEW$97.23-0.52%$1.2M0.15%HELD
77CCITIGROUP INC$127.13-4.03%$1.2M0.15%HELD
78ITWILLINOIS TOOL WKS INC$292.45-0.92%$1.2M0.14%HELD
79XOMEXXON MOBIL CORP$156.752.42%$1.2M0.14%HELD
80JBHTHUNT J B TRANS SVCS INC$276.14-0.53%$1.2M0.14%HELD
81EXPEEXPEDIA GROUP INC$304.272.87%$1.1M0.14%HELD
82CRUSCIRRUS LOGIC INC$134.07-1.53%$1.1M0.13%HELD
83GEGE AEROSPACE$350.63-3.56%$1.1M0.13%HELD
84TXG10X GENOMICS INC$46.32-1.55%$1.0M0.13%HELD
85WDCWESTERN DIGITAL CORP$462.04-0.32%$1.0M0.13%HELD
86ORLYOREILLY AUTOMOTIVE INC$90.63-0.59%$1.0M0.12%HELD
87DALDELTA AIR LINES INC$86.25-3.49%$1.0M0.12%HELD
88TSNTYSON FOODS INC$61.04-0.23%$983K0.12%HELD
89FIVEFIVE BELOW INC$209.490.72%$980K0.12%HELD
90RLRALPH LAUREN CORP$375.68-0.47%$974K0.12%HELD
91QQQINVESCO QQQ TR$661.73-2.04%$974K0.12%HELD
92MUMICRON TECHNOLOGY INC$739.00-9.94%$971K0.12%HELD
93SPHQINVESCO EXCHANGE TRADED FD T$83.22-1.54%$969K0.12%HELD
94CWCURTISS WRIGHT CORP$679.41-6.78%$966K0.12%HELD
95COSTCOSTCO WHOLESALE CORPORATION$974.030.77%$944K0.12%HELD
96KYTXKYVERNA THERAPEUTICS INC$7.07-5.61%$933K0.11%HELD
97KEYSKEYSIGHT TECHNOLOGIES INC$296.72-2.77%$925K0.11%HELD
98ABTABBOTT LABORATORIES$108.000.68%$924K0.11%HELD
99LAMRLAMAR ADVERTISING CO$164.331.31%$921K0.11%HELD
100CMICUMMINS INC$606.00-5.55%$919K0.11%HELD
101ALSNALLISON TRANSMISSION HLDGS I$915K0.11%HELD
102CCKCROWN HLDGS INC$912K0.11%HELD
103CFCF INDUSTRIES HOLD$909K0.11%HELD
104GDGENERAL DYNAMICS CORP$908K0.11%HELD
105TNLTRAVEL PLUS LEISURE CO$897K0.11%HELD
106TJXTJX COS INC NEW$897K0.11%HELD
107NOWSERVICENOW INC$887K0.11%HELD
108ZNGAZOOM COMMUNICATIONS INC$884K0.11%HELD
109FDXFEDEX CORP$883K0.11%HELD
110DOCUDOCUSIGN INC$880K0.11%HELD
111ULTAULTA BEAUTY INC$878K0.11%HELD
112FIXCOMFORT SYS USA INC$865K0.11%HELD
113LLYELI LILLY & CO$858K0.11%HELD
114JCIJOHNSON CONTROLS INTERNATION$856K0.11%HELD
115GMGENERAL MTRS CO$849K0.10%HELD
116ILMNILLUMINA INC$833K0.10%HELD
117CLHCLEAN HARBORS INC$825K0.10%HELD
118AMEAMETEK INC$815K0.10%HELD
119PLTRPALANTIR TECHNOLOGIES INC$810K0.10%HELD
120VEAVANGUARD TAX-MANAGED FDS$804K0.10%HELD
121EIXEDISON INTL$803K0.10%HELD
122INGRINGREDION INC$784K0.10%HELD
123FTITECHNIPFMC PLC$772K0.09%HELD
124CVXCHEVRON CORPORATION$770K0.09%HELD
125CIENCIENA CORP$768K0.09%HELD
126GEVGE VERNOVA INC$766K0.09%HELD
127CNCCENTENE CORP DEL$764K0.09%HELD
128SCHWSCHWAB CHARLES CORP$763K0.09%HELD
129RNGRINGCENTRAL INC$763K0.09%HELD
130USFDUS FOODS HLDG CORP$759K0.09%HELD
131CFGCITIZENS FINL GROUP INC$759K0.09%HELD
132HCAHCA HEALTHCARE INC$758K0.09%HELD
133MASMASCO CORP$756K0.09%HELD
134OHIOMEGA HEALTHCARE INVS INC$747K0.09%HELD
135ESSESSEX PPTY TR INC$743K0.09%HELD
136PNCPNC FINL SVCS GROUP INC$742K0.09%HELD
137FIGRFIGURE TECHNOLOGY SOLUTIO$742K0.09%HELD
138JHGJANUS HENDERSON GROUP PLC$740K0.09%HELD
139MTCHMATCH GROUP INC NEW$738K0.09%HELD
140LECOLINCOLN ELEC HLDGS INC$737K0.09%HELD
141TPRTAPESTRY INC$729K0.09%HELD
142FRFIRST INDL RLTY TR INC$727K0.09%HELD
143VVISA INC$726K0.09%HELD
144EPREPR PPTYS$722K0.09%HELD
145EMREMERSON ELEC CO$717K0.09%HELD
146LOPEGRAND CANYON ED INC$710K0.09%HELD
147MTZMASTEC INC$704K0.09%HELD
148NFLXNETFLIX INC.$701K0.09%HELD
149BMYBRISTOL-MYERS SQUIBB CO$700K0.09%HELD
150ADBEADOBE INC$695K0.09%HELD
151PCGPG&E CORP$691K0.08%HELD
152JKHYHENRY JACK & ASSOC INC$683K0.08%HELD
153IBITISHARES BITCOIN TRUST ETF$682K0.08%HELD
154VOVANGUARD INDEX FDS$678K0.08%HELD
155GLPIGAMING & LEISURE P$677K0.08%HELD
156ADIANALOG DEVICES INC$674K0.08%HELD
157TWLOTWILIO INC$672K0.08%HELD
158SCHFSCHWAB STRATEGIC TR$668K0.08%HELD
159WSMWILLIAMS SONOMA INC$665K0.08%HELD
160NUENUCOR CORP$662K0.08%HELD
161ACNACCENTURE PLC IRELAND$660K0.08%HELD
162GRMNGARMIN LTD$660K0.08%HELD
163BYDBOYD GAMING CORP$658K0.08%HELD
164DDDUPONT DE NEMOURS INC$652K0.08%HELD
165MAAMID-AMER APT CMNTYS INC$645K0.08%HELD
166INTUINTUIT$645K0.08%HELD
167STSENSATA TECHNOLOGIES HLDG PL$643K0.08%HELD
168CATCATERPILLAR INC$639K0.08%HELD
169FCNFTI CONSULTING INC$638K0.08%HELD
170TERTERADYNE INC$638K0.08%HELD
171VRSNVERISIGN INC$637K0.08%HELD
172INCYINCYTE CORP$636K0.08%HELD
173GAPGAP INC$631K0.08%HELD
174ROKUROKU INC$630K0.08%HELD
175RBLXROBLOX CORP$627K0.08%HELD
176NTRSNORTHERN TR CORP$626K0.08%HELD
177CMCSACOMCAST CORP NEW$625K0.08%HELD
178CPTCAMDEN PPTY TR$625K0.08%HELD
179VXUSVANGUARD STAR FDS$623K0.08%HELD
180COFCAPITAL ONE FINL CORP$619K0.08%HELD
181HASHASBRO INC$618K0.08%HELD
182GGENPACT LIMITED$618K0.08%HELD
183OZKBANK OZK LITTLE ROCK ARK$616K0.08%HELD
184EVREVERCORE INC$614K0.08%HELD
185MTGMGIC INVT CORP WIS$613K0.08%HELD
186SYFSYNCHRONY FINANCIAL$608K0.07%HELD
187EGPEASTGROUP PPTYS INC$605K0.07%HELD
188HO1HOLOGIC INC$604K0.07%HELD
189TGTTARGET CORP$603K0.07%HELD
190TMUST-MOBILE US INC$598K0.07%HELD
191CBCHUBB LTD SWITZ$593K0.07%HELD
192GABGABELLI EQUITY TR INC$592K0.07%HELD
193COINCOINBASE GLOBAL INC$592K0.07%HELD
194BKBANK NEW YORK MELLON CORP$591K0.07%HELD
195JBLJABIL INC$589K0.07%HELD
196MANMANPOWERGROUP INC WIS$589K0.07%HELD
197UPSTUPSTART HLDGS INC$589K0.07%HELD
198CASYCASEYS GEN STORES INC$587K0.07%HELD
199RHIROBERT HALF INC.$587K0.07%HELD
200EDCONSOLIDATED EDISON INC$585K0.07%HELD
201CVSCVS HEALTH CORP$584K0.07%HELD
202IVZINVESCO LTD$583K0.07%HELD
203LMTLOCKHEED MARTIN CORP$580K0.07%HELD
204VMIVALMONT INDS INC$573K0.07%HELD
205PRIPRIMERICA INC$572K0.07%HELD
206CGNXCOGNEX CORP$569K0.07%HELD
207FOXAFOX CORP$565K0.07%HELD
208TELTE CONNECTIVITY PLC$564K0.07%HELD
209DCIDONALDSON INC$560K0.07%HELD
210UNMUNUM GROUP$559K0.07%HELD
211MKSIMKS INC.$559K0.07%HELD
212DTDYNATRACE INC$556K0.07%HELD
213MSMMSC INDL DIRECT INC$554K0.07%HELD
214NNNNNN REIT INC$553K0.07%HELD
215UHSUNIVERSAL HLTH SVCS INC$552K0.07%HELD
216IFFINTERNATIONAL FLAVORS&FRAGRA$552K0.07%HELD
217IPGPIPG PHOTONICS CORP$550K0.07%HELD
218GTESGATES INDL CORP PLC$544K0.07%HELD
219BBYBEST BUY INC$539K0.07%HELD
220LOWLOWES COS INC$536K0.07%HELD
221WDAYWORKDAY INC$536K0.07%HELD
222HEHAWAIIAN ELEC INDS INC MTN B$534K0.07%HELD
223YETIYETI HLDGS INC$534K0.07%HELD
224DLTRDOLLAR TREE INC$533K0.07%HELD
225MDBMONGODB INC$533K0.07%HELD
226SNASNAP ON INC$532K0.07%HELD
227ESIELEMENT SOLUTIONS INC$532K0.07%HELD
228EWEDWARDS LIFESCIENCES CORP$531K0.07%HELD
229ESEVERSOURCE ENERGY$530K0.07%HELD
230STTSTATE STR CORP$527K0.06%HELD
231GWREGUIDEWIRE SOFTWARE INC$522K0.06%HELD
232MEDPMEDPACE HLDGS INC$516K0.06%HELD
233HWMHOWMET AEROSPACE INC$516K0.06%HELD
234ETNEATON CORP PLC$513K0.06%HELD
235SHWSHERWIN WILLIAMS CO$511K0.06%HELD
236TTCTORO CO$510K0.06%HELD
237AEPAMERICAN ELEC PWR CO INC$509K0.06%HELD
238AVYAVERY DENNISON CORP$508K0.06%HELD
239LHXL3HARRIS TECHNOLOGIES INC$507K0.06%HELD
240ELANELANCO ANIMAL HEALTH INC$506K0.06%HELD
241HEIHEICO CORP NEW$505K0.06%HELD
242QCOMQUALCOMM INC$505K0.06%HELD
243FTNTFORTINET INC$504K0.06%HELD
244FFIVF5 INC$504K0.06%HELD
245OKTAOKTA INC$503K0.06%HELD
246SNDRSCHNEIDER NATIONAL INC$501K0.06%HELD
247CCL1EURCARNIVAL CORP$500K0.06%HELD
248CTASCINTAS CORP$500K0.06%HELD
249FAFFIRST AMERN FINL CORP$497K0.06%HELD
250WCCWESCO INTL INC$493K0.06%HELD
251KHCKRAFT HEINZ CO$493K0.06%HELD
252WECWEC ENERGY GROUP INC$492K0.06%HELD
253PGRPROGRESSIVE CORP$492K0.06%HELD
254PCTYPAYLOCITY HLDG CORP$492K0.06%HELD
255ORIOLD REP INTL CORP$491K0.06%HELD
256MSMORGAN STANLEY$491K0.06%HELD
257CUBECUBESMART$491K0.06%HELD
258ISRGINTUITIVE SURGICAL INC$490K0.06%HELD
259RINGISHARES INC$488K0.06%HELD
260KLACKLA CORP$487K0.06%HELD
261CITHE CIGNA GROUP$485K0.06%HELD
262WWDWOODWARD INC$483K0.06%HELD
263BWABORGWARNER INC$482K0.06%HELD
264DISDISNEY WALT CO$481K0.06%HELD
265ECLECOLAB INC$480K0.06%HELD
266DGDOLLAR GEN CORP$480K0.06%HELD
267PHMPULTE GROUP INC$478K0.06%HELD
268HIIHUNTINGTON INGALLS INDS INC$476K0.06%HELD
269PSXPHILLIPS 66$472K0.06%HELD
270MPWRMONOLITHIC PWR SYS INC$471K0.06%HELD
271ZIONZIONS BANCORPORATION NATL AS$470K0.06%HELD
272MCOMOODYS CORP$470K0.06%HELD
273LBRDKLIBERTY BROADBAND CORP$469K0.06%HELD
274SNOWSNOWFLAKE INC$468K0.06%HELD
275IEFAISHARES TR$467K0.06%HELD
276NVSTENVISTA HOLDINGS CORPORATION$465K0.06%HELD
277DELLDELL TECHNOLOGIES INC$463K0.06%HELD
278AGOASSURED GUARANTY LTD$462K0.06%HELD
279ADSKAUTODESK INC$462K0.06%HELD
280NSCNORFOLK SOUTHN CORP$461K0.06%HELD
281BURLBURLINGTON STORES INC$460K0.06%HELD
282REGNREGENERON PHARMACEUTICALS$458K0.06%HELD
283PNWPINNACLE WEST CAP CORP$457K0.06%HELD
284MDTMEDTRONIC PLC$455K0.06%HELD
285UPSUNITED PARCEL SVCS INC$455K0.06%HELD
286IQVIQVIA HLDGS INC$454K0.06%HELD
287AIGAMERICAN INTL GROUP INC$451K0.06%HELD
288CRMSALESFORCE INC$450K0.06%HELD
289USBUS BANCORP$449K0.06%HELD
290ONON SEMICONDUCTOR CORP$448K0.06%HELD
291ASHASHLAND INC$446K0.05%HELD
292VICIVICI PPTYS INC$445K0.05%HELD
293PYPLPAYPAL HLDGS INC$445K0.05%HELD
294THGHANOVER INS GROUP INC$443K0.05%HELD
295MORNMORNINGSTAR INC$440K0.05%HELD
296HIWHIGHWOODS PPTYS INC$438K0.05%HELD
297BALLBALL CORP$436K0.05%HELD
298AXSAXIS CAP HLDGS LTD$434K0.05%HELD
299UALUNITED AIRLS HLDGS INC$431K0.05%HELD
300CTSHCOGNIZANT TECHNOLOGY SOLUTIO$429K0.05%HELD
301ITTITT INC$428K0.05%HELD
302FCXFREEPORT MCMORAN INC$428K0.05%HELD
303GOFGUGGENHEIM STRATEGIC OPPORTU$421K0.05%HELD
304LULULULULEMON ATHLETICA INC$420K0.05%HELD
305AZNASTRAZENECA PLC$418K0.05%HELD
306QRVOQORVO INC$418K0.05%HELD
307ALLEALLEGION PLC$418K0.05%HELD
308TOLTOLL BROTHERS INC$410K0.05%HELD
309JAZZJAZZ PHARMACEUTICALS PLC$409K0.05%HELD
310CNACNA FINL CORP$407K0.05%HELD
311APHAMPHENOL CORP$406K0.05%HELD
312MIDDMIDDLEBY CORP$401K0.05%HELD
313WEXWEX INC$400K0.05%HELD
314ALLYALLY FINL INC$400K0.05%HELD
315KRKROGER CO$399K0.05%HELD
316DOWDOW HLDGS INC$399K0.05%HELD
317NEMNEWMONT CORP$398K0.05%HELD
318EMEEMCOR GROUP INC$397K0.05%HELD
319AREALEXANDRIA REAL ESTATE EQ IN$394K0.05%HELD
320DHRDANAHER CORP DEL$392K0.05%HELD
321AONAON PLC$392K0.05%HELD
322FRTFEDERAL RLTY INVT TR NEW$391K0.05%HELD
323FHBFIRST HAWAIIAN INC$391K0.05%HELD
324RSGREPUBLIC SVCS INC$390K0.05%HELD
325BEBLOOM ENERGY CORP$389K0.05%HELD
326CUZCOUSINS PPTYS INC$388K0.05%HELD
327PKGPACKAGING CORP AMER$386K0.05%HELD
328SWKSSKYWORKS SOLUTIONS INC$385K0.05%HELD
329PODDINSULET CORP$384K0.05%HELD
330QQNITY ELECTRONICS INC$382K0.05%HELD
331RPGINVESCO EXCHANGE TRADED FD T$381K0.05%HELD
332SPGIS&P GLOBAL INC$380K0.05%HELD
333AAGILENT TECHNOLOGIES INC$379K0.05%HELD
334BACBANK AMERICA CORP$379K0.05%HELD
335DPZDOMINOS PIZZA INC$379K0.05%HELD
336OSKOSHKOSH CORP$378K0.05%HELD
337MAMASTERCARD INCORPORATED$377K0.05%HELD
338CRLCHARLES RIV LABS INTL INC$374K0.05%HELD
339VRSKVERISK ANALYTICS INC$373K0.05%HELD
340EPAMEPAM SYS INC$373K0.05%HELD
341RMDRESMED INC$372K0.05%HELD
342NYTNEW YORK TIMES CO MTN BE$372K0.05%HELD
343EBAYEBAY INC.$370K0.05%HELD
344SAMBOSTON BEER INC$369K0.05%HELD
345ITAISHARES TR$366K0.04%HELD
346DUKDUKE ENERGY CORP NEW$366K0.04%HELD
347MTBM & T BK CORP$363K0.04%HELD
348CALXCALIX INC$362K0.04%HELD
349KOCOCA COLA CO$362K0.04%HELD
350REGREGENCY CTRS CORP$361K0.04%HELD
351AOSSMITH A O CORP$361K0.04%HELD
352LVSLAS VEGAS SANDS CORP$360K0.04%HELD
353ETSYETSY INC$359K0.04%HELD
354CRWDCROWDSTRIKE HLDGS INC$358K0.04%HELD
355SIISPROTT INC$357K0.04%HELD
356FISVFISERV INC$353K0.04%HELD
357COOCOOPER COS INC$353K0.04%HELD
358EMNEASTMAN CHEM CO$353K0.04%HELD
359CMFISHARES TR$353K0.04%HELD
360DVNDEVON ENERGY CORP NEW$351K0.04%HELD
361MHKMOHAWK INDS INC$351K0.04%HELD
362HLTHILTON WORLDWIDE HLDGS INC$349K0.04%HELD
363ATOATMOS ENERGY CORP$349K0.04%HELD
364FNBF N B CORP$349K0.04%HELD
365TXRHTEXAS ROADHOUSE INC$348K0.04%HELD
366MTDMETTLER TOLEDO INTERNATIONAL$348K0.04%HELD
367TTEKTETRA TECH INC NEW$347K0.04%HELD
368AGCOAGCO CORP$346K0.04%HELD
369CDWCDW CORP$340K0.04%HELD
370DDOGDATADOG INC$340K0.04%HELD
371TSMTAIWAN SEMICONDUCTOR MANUFAC$340K0.04%HELD
372KRCKILROY REALTY CORP$339K0.04%HELD
373WMWASTE MGMT INC DEL$338K0.04%HELD
374URIUNITED RENTALS INC$337K0.04%HELD
375TRUTRANSUNION$337K0.04%HELD
376LNGCHENIERE ENERGY INC$335K0.04%HELD
377PFEPFIZER INC$332K0.04%HELD
378BPOPPOPULAR INC$332K0.04%HELD
379PTCPTC INC$331K0.04%HELD
380SNDKSANDISK CORP$330K0.04%HELD
381FERGFERGUSON ENTERPRISES INC$329K0.04%HELD
382GLGLOBE LIFE INC$327K0.04%HELD
383WABWABTEC$326K0.04%HELD
384HEI/AHEICO CORP NEW$326K0.04%HELD
385EVRGEVERGY INC$324K0.04%HELD
386KDPKEURIG DR PEPPER INC$322K0.04%HELD
387CNXCCONCENTRIX CORP$322K0.04%HELD
388DGXQUEST DIAGNOSTICS INC$320K0.04%HELD
389BRXBRIXMOR PPTY GROUP INC$318K0.04%HELD
390TDCTERADATA CORP DEL$317K0.04%HELD
391POSTPOST HLDGS INC$316K0.04%HELD
392BIIBBIOGEN INC$316K0.04%HELD
393EWBCEAST WEST BANCORP INC$315K0.04%HELD
394GLDSPDR GOLD TR$315K0.04%HELD
395MSCIMSCI INC$313K0.04%HELD
396COPCONOCOPHILLIPS$309K0.04%HELD
397HALHALLIBURTON CO$308K0.04%HELD
398TXTTEXTRON INC$308K0.04%HELD
399FLOFLOWERS FOODS INC$307K0.04%HELD
400PGPROCTER & GAMBLE CO$307K0.04%HELD
401SPBSPECTRUM BRANDS HOLDINGS INC$306K0.04%HELD
402RCLROYAL CARIBBEAN GROUP$306K0.04%HELD
403AMHAMERICAN HOMES 4 RENT$306K0.04%HELD
404SRESEMPRA$305K0.04%HELD
405MRVLMARVELL TECHNOLOGY INC$305K0.04%HELD
406CMSCMS ENERGY CORP$305K0.04%HELD
407VACMARRIOTT VACATIONS WORLDWIDE$304K0.04%HELD
408SSNCSS&C TECH HLDGS$303K0.04%HELD
409EXCEXELON CORP$301K0.04%HELD
410ANAUTONATION INC$299K0.04%HELD
411NTRANATERA INC$298K0.04%HELD
412PHATPHATHOM PHARMACEUTICALS INC$298K0.04%HELD
413THCTENET HEALTHCARE CORP$297K0.04%HELD
414UBERUBER TECHNOLOGIES INC$296K0.04%HELD
415MSGSMADISON SQUARE GRDN SPRT COR$295K0.04%HELD
416IEMGISHARES INC$295K0.04%HELD
417CRICARTERS INC$295K0.04%HELD
418CORCENCORA INC$294K0.04%HELD
419AFLAFLAC INC$294K0.04%HELD
420ROLROLLINS INC$293K0.04%HELD
421SBACSBA COMMUNICATIONS CORP$292K0.04%HELD
422OCOWENS CORNING NEW$292K0.04%HELD
423CAGCONAGRA BRANDS INC$291K0.04%HELD
424MKTXMARKETAXESS HLDGS INC$291K0.04%HELD
425VEEVVEEVA SYS INC$290K0.04%HELD
426VFCV F CORP$290K0.04%HELD
427DECKDECKERS OUTDOOR CORP$290K0.04%HELD
428KKRKKR & CO INC$289K0.04%HELD
429ROSTROSS STORES INC$288K0.04%HELD
430AZOAUTOZONE INC$287K0.04%HELD
431AVTAVNET INC$287K0.04%HELD
432PPGPPG INDS INC$286K0.04%HELD
433PEGAPEGASYSTEMS INC$285K0.04%HELD
434CEFSPROTT ASSET MANAGEMENT LP$285K0.04%HELD
435ZTSZOETIS INC$285K0.03%HELD
436VIGVANGUARD SPECIALIZED FUNDS$284K0.03%HELD
437PBPROSPERITY BANCSHARES INC$284K0.03%HELD
438UTHRUNITED THERAPEUTICS CORP DEL$279K0.03%HELD
439LYBLYONDELLBASELL INDUSTRIES NV$279K0.03%HELD
440FASTFASTENAL CO$279K0.03%HELD
441NWSANEWS CORP NEW$278K0.03%HELD
442MLIMUELLER INDS INC$278K0.03%HELD
443DASHDOORDASH INC$277K0.03%HELD
444BLDTOPBUILD COR$277K0.03%HELD
445EXPDEXPEDITORS INTL WASH INC$277K0.03%HELD
446MSTRSTRATEGY INC$275K0.03%HELD
447BBWIBATH & BODY WORKS INC$275K0.03%HELD
448WTMWHITE MTNS INS GROUP LTD$275K0.03%HELD
449AWIARMSTRONG WORLD INDS INC NEW$273K0.03%HELD
450SFSTIFEL FINL CORP$273K0.03%HELD
451NBIXNEUROCRINE BIOSCIENCES INC$272K0.03%HELD
452DFATDIMENSIONAL ETF TRUST$268K0.03%HELD
453HUNHUNTSMAN CORP$268K0.03%HELD
454TEAMATLASSIAN CORPORATION$268K0.03%HELD
455CEGCONSTELLATION ENERGY CORP$268K0.03%HELD
456NRGNRG ENERGY INC$267K0.03%HELD
457OXYOCCIDENTAL PETE CORP$267K0.03%HELD
458CGMSCAPITAL GRP FIXED INCM ETF T$265K0.03%HELD
459DTEDTE ENERGY CO$265K0.03%HELD
460PANWPALO ALTO NETWORKS INC$265K0.03%HELD
461PSAPUBLIC STORAGE OPER CO$264K0.03%HELD
462XYLXYLEM INC$264K0.03%HELD
463AMATAPPLIED MATLS INC$263K0.03%HELD
464UNHUNITEDHEALTH GROUP INC$263K0.03%HELD
465WMT2WELLS FARGO & CO$263K0.03%HELD
466GTMZOOMINFO TECHNOLOGIES INC$262K0.03%HELD
467PFGPRINCIPAL FINANCIAL GROUP IN$262K0.03%HELD
468EAELECTRONIC ARTS INC$261K0.03%HELD
469DXCMDEXCOM INC$261K0.03%HELD
470CRHCRH PLC$259K0.03%HELD
471YUMYUM BRANDS INC$259K0.03%HELD
472IJRISHARES TR$259K0.03%HELD
473VTEBVANGUARD MUN BD FDS$259K0.03%HELD
474GMEDGLOBUS MED INC$257K0.03%HELD
475ARWARROW ELECTRS INC$253K0.03%HELD
476SONSONOCO PRODS CO$253K0.03%HELD
477BDXBECTON DICKINSON & CO$253K0.03%HELD
478AFRMAFFIRM HLDGS INC$252K0.03%HELD
479MRSHMARSH & MCLENNAN COS INC$251K0.03%HELD
480JEFJEFFERIES FINANCIAL GROUP IN$251K0.03%HELD
481BABOEING CO$250K0.03%HELD
482TRVTRAVELERS COMPANIES INC$249K0.03%HELD
483VVVANGUARD INDEX FDS$247K0.03%HELD
484TECHBIO-TECHNE CORP$245K0.03%HELD
485LDOSLEIDOS HOLDINGS INC$245K0.03%HELD
486AEEAMEREN CORP$244K0.03%HELD
487ALMSALUMIS INC$242K0.03%HELD
488MCKMCKESSON CORP$242K0.03%HELD
489ALLALLSTATE CORP$242K0.03%HELD
490IBPINSTALLED BLDG PRODS INC$241K0.03%HELD
491ADTADT INC DEL$241K0.03%HELD
492LLOEWS CORP$240K0.03%HELD
493GISGENERAL MILLS INC$238K0.03%HELD
494FISFIDELITY NATL INFORMATION SV$236K0.03%HELD
495NBISNEBIUS GROUP N.V.$234K0.03%HELD
496NVCRNOVOCURE LTD$234K0.03%HELD
497SBUXSTARBUCKS CORP$234K0.03%HELD
498HSTHOST HOTELS & RESORTS INC$233K0.03%HELD
499OMFONEMAIN HLDGS INC$233K0.03%HELD
500KMXCARMAX INC$232K0.03%HELD

Source: SEC EDGAR · accession 0001986152-26-000062. 13F discloses long positions only — shorts, foreign equities, and options are excluded.