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Institutional

Laird Norton Wetherby Trust Company, LLC

CIK 0000723204
$4.58B
Reported AUM
982
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Laird Norton Wetherby Trust Company, LLC · Q1 2026

AI · grounded in 13F

Laird Norton Wetherby Trust Company, LLC increased its position in VV by 236.57%. The fund established a new position in AstraZeneca PLC AZN valued at $9,985,446 and grew its holdings in IGF by 71.75%. On the sell side, the fund trimmed its position in Penumbra Inc PEN by 84.10% and reduced its stake in Alphabet Inc GOOG by 11.35%.

Portfolio · Q1 2026

MSFT$269.7MVTI$253.1MAAPL$235.6MNVDAVEAVEUBERKSHIVWOAMZNGOOGLOther$2.66BLL

Top holdings· first 500 of 982

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$269.7M5.88%31,474−4.1%
2VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$253.1M5.52%+68,836+9.6%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$235.6M5.14%70,186−7.0%
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$187.7M4.10%63,645−5.6%
5VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$121.2M2.64%+390,223+26.0%
6VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%26.24%50.97%$112.1M2.45%+81,713+5.8%
7BRK/ABERKSHIRE HATHAWAY INC DEL$109.2M2.38%4−2.6%
8VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$101.1M2.21%+117,048+6.7%
9AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$95.0M2.07%35,632−7.2%
10GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$91.0M1.98%12,528−3.8%
11VVVANGUARD INDEX FDS$339.76-2.62%24.19%76.59%$58.5M1.28%+137,570+236.6%
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$57.4M1.25%4,177−2.2%
13GOOGALPHABET INC$365.76-0.95%109.82%172.71%$55.0M1.20%24,568−11.4%
14SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$53.2M1.16%2,325−2.8%
15VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%24.82%62.43%$50.6M1.10%+34,172+10.3%
16JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$49.8M1.09%6,316−3.6%
17TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$49.7M1.08%+788+0.5%
18METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$46.4M1.01%1,646−2.0%
19BRK/BBERKSHIRE HATHAWAY INC DEL$41.7M0.91%4,964−5.4%
20IWBISHARES TR$403.01-2.58%23.62%73.29%$41.7M0.91%619−0.5%
21IGFISHARES TR$66.18-0.81%14.72%64.98%$38.7M0.84%+241,326+71.8%
22TSLATESLA INC$391.00-6.56%32.48%70.69%$38.5M0.84%+3,182+3.2%
23LLYELI LILLY & CO$1131.420.55%48.00%387.10%$36.1M0.79%1,908−4.6%
24EFAISHARES TR$102.26-2.56%18.03%48.24%$31.8M0.69%10,741−3.2%
25IVWISHARES TR$134.60-3.81%28.06%84.10%$31.2M0.68%32−0.0%
26VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$30.9M0.67%+12,203+30.9%
27MUBISHARES TR$106.97-0.21%7.30%3.94%$28.8M0.63%+17,376+6.8%
28VVISA INC$323.571.06%-11.91%36.33%$28.2M0.62%3,503−3.6%
29IWVISHARES TR$418.71-2.61%24.02%70.65%$26.3M0.57%996−1.4%
30VBVANGUARD INDEX FDS$288.20-2.44%25.47%39.47%$25.7M0.56%+9,313+10.5%
31JNJJOHNSON & JOHNSON$232.772.02%$25.4M0.56%7,215−6.5%
32COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$24.8M0.54%369−1.5%
33XOMEXXON MOBIL CORP$149.92-1.39%$23.7M0.52%13,907−9.1%
34VXUSVANGUARD STAR FDS$83.03-3.73%$23.6M0.51%+82,793+37.1%
35HDHOME DEPOT INC$310.780.27%$23.2M0.51%5,935−7.8%
36GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$22.9M0.50%546−2.0%
37BNDVANGUARD BD INDEX FDS$72.83-0.45%$21.5M0.47%+116,097+66.2%
38AMATAPPLIED MATLS INC$453.01-9.71%$20.1M0.44%+297+0.5%
39WMTWALMART INC$118.880.97%$20.0M0.44%3,959−2.4%
40ASMLASML HLDG NV$1641.74-6.59%$19.9M0.43%1,178−7.2%
41NFLXNETFLIX INC.$82.180.76%$19.8M0.43%7,483−3.5%
42PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$19.2M0.42%26,630−4.7%
43MAMASTERCARD INCORPORATED$491.081.93%$19.2M0.42%2,479−6.1%
44CMCCOMMERCIAL METALS CO$74.15-2.78%$16.8M0.37%8,710−3.1%
45ABBVABBVIE INC$227.231.02%$15.9M0.35%2,955−3.9%
46CVXCHEVRON CORPORATION$187.31-0.55%$15.4M0.34%7,014−8.6%
47ABTABBOTT LABORATORIES$91.070.32%$15.3M0.33%+1,165+0.8%
48IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$15.1M0.33%7,001−10.1%
49BACBANK AMERICA CORP$53.83-0.63%$15.1M0.33%1,067−0.3%
50AMDADVANCED MICRO DEVICES INC$466.38-10.86%$14.9M0.33%662−0.9%
51CATCATERPILLAR INC$904.28-3.85%$14.7M0.32%156−0.7%
52MUMICRON TECHNOLOGY INC$864.01-13.25%$14.6M0.32%533−1.2%
53PGPROCTER & GAMBLE CO$146.544.09%$14.6M0.32%11,467−10.2%
54CSCOCISCO SYS INC$121.64-6.43%$14.6M0.32%+6,691+3.7%
55IVVISHARES TR$740.91-2.62%$14.1M0.31%+790+3.8%
56ORCLORACLE CORP$213.68-9.59%$14.0M0.31%2,531−2.6%
57LRCXLAM RESEARCH CORP$303.28-9.85%$13.7M0.30%+4,407+7.4%
58IVEISHARES TR$226.54-1.15%$13.6M0.30%491−0.8%
59GEGE AEROSPACE$328.000.11%$13.1M0.29%919−2.0%
60MRKMERCK & CO INC$120.790.44%$12.5M0.27%26,308−20.3%
61AGGISHARES TR$98.17-0.50%$11.8M0.26%+60,183+102.3%
62INTUINTUIT$296.76-1.73%$11.7M0.26%1,164−4.1%
63TJXTJX COS INC NEW$160.711.31%$11.5M0.25%+316+0.4%
64GEVGE VERNOVA INC$933.61-3.09%$11.4M0.25%+23+0.2%
65NVSNOVARTIS AG$149.160.51%$10.6M0.23%+271+0.4%
66MCDMCDONALDS CORP$279.842.61%$10.5M0.23%2,798−7.6%
67KOCOCA COLA CO$79.483.46%$10.3M0.22%61−0.0%
68AXPAMERICAN EXPRESS CO$310.66-0.60%$10.0M0.22%1,189−3.5%
69MSMORGAN STANLEY$211.93-2.90%$10.0M0.22%+438+0.7%
70PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$10.0M0.22%+1,711+2.6%
71AZNASTRAZENECA PLC$185.952.28%$10.0M0.22%+50,631NEW
72IWMISHARES TR$281.65-3.55%$9.9M0.22%+5,219+15.0%
73TELTE CONNECTIVITY PLC$212.65-3.67%$9.5M0.21%6,129−11.9%
74AMGNAMGEN INC$349.581.15%$9.4M0.21%449−1.6%
75ETNEATON CORP PLC$395.94-5.42%$9.2M0.20%723−2.7%
76NEENEXTERA ENERGY INC$85.840.19%$9.2M0.20%5,811−5.6%
77MCKMCKESSON CORP$775.662.47%$8.8M0.19%+1,120+12.4%
78UNHUNITEDHEALTH GROUP INC$399.470.76%$8.6M0.19%4,264−11.9%
79RTXRTX CORPORATION$180.990.88%$8.5M0.19%3,441−7.2%
80HSBCHSBC HLDGS PLC$90.80-1.97%$8.4M0.18%+1,941+2.0%
81PEPPEPSICO INC$141.92-0.16%$8.2M0.18%7,013−11.7%
82KBKB FINL GROUP INC$107.910.40%$8.1M0.18%+3,412+4.4%
83CRMSALESFORCE INC$185.66-1.64%$8.0M0.17%2,495−5.5%
84SPGIS&P GLOBAL INC$424.441.03%$7.9M0.17%1,241−6.2%
85BKNGBOOKING HOLDINGS INC$165.84-0.99%$7.9M0.17%201−9.7%
86KLACKLA CORP$1929.20-9.47%$7.9M0.17%+43+0.8%
87ADIANALOG DEVICES INC$401.39-6.38%$7.9M0.17%2,695−9.8%
88ANETARISTA NETWORKS INC$154.27-7.07%$7.5M0.16%1,201−1.9%
89LINLINDE PLC$507.900.09%$7.5M0.16%1,387−8.4%
90DISDISNEY WALT CO$99.710.37%$7.4M0.16%3,216−4.0%
91TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$7.4M0.16%808−5.1%
92PMPHILIP MORRIS INTL INC$178.291.89%$7.4M0.16%344−0.8%
93IJHISHARES TR$73.95-2.00%$7.4M0.16%14,322−11.6%
94PCARPACCAR INC$116.68-1.18%$7.3M0.16%+8,494+15.5%
95BKBANK NEW YORK MELLON CORP$142.39-1.13%$7.2M0.16%+843+1.4%
96IWFISHARES TR$122.69-3.26%$7.2M0.16%553−3.2%
97UNPUNION PAC CORP$272.323.19%$7.1M0.16%2,174−6.9%
98APHAMPHENOL CORP$138.81-5.42%$7.0M0.15%2,099−3.6%
99TXNTEXAS INSTRS INC$285.06-6.65%$7.0M0.15%+664+1.9%
100DEDEERE & CO$583.44-1.40%$6.9M0.15%9−0.1%
101LOWLOWES COS INC$6.8M0.15%+511+1.8%
102IEMGISHARES INC$6.8M0.15%22−0.0%
103WFWOORI FINL GROUP INC$6.8M0.15%+6,001+6.4%
104RYROYAL BK CDA$6.7M0.15%+856+2.1%
105TMTOYOTA MOTOR CORP$6.7M0.15%230−0.7%
106GILDGILEAD SCIENCES INC$6.6M0.14%+4+0.0%
107SHELSHELL PLC$6.5M0.14%396−0.6%
108SBUXSTARBUCKS CORP$6.5M0.14%4,758−6.1%
109JCIJOHNSON CONTROLS INTERNATION$6.5M0.14%5,436−9.9%
110UBSUBS GROUP AG$6.5M0.14%7,241−4.2%
111CMICUMMINS INC$6.5M0.14%677−5.3%
112VZVERIZON COMMUNICATIONS INC$6.4M0.14%6,586−4.9%
113ASXASE TECHNOLOGY HLDG CO LTD$6.4M0.14%+5,092+1.8%
114MMM3M CO$6.3M0.14%160−0.4%
115PANWPALO ALTO NETWORKS INC$6.3M0.14%+5,415+15.9%
116DHRDANAHER CORP DEL$6.3M0.14%947−2.8%
117ISRGINTUITIVE SURGICAL INC$6.3M0.14%+222+1.7%
118ECLECOLAB INC$6.2M0.14%72−0.3%
119WMT2WELLS FARGO & CO$6.2M0.14%7,909−9.2%
120TMUST-MOBILE US INC$6.2M0.14%+91+0.3%
121QCOMQUALCOMM INC$6.1M0.13%3,125−6.1%
122SONYSONY GROUP CORP$6.1M0.13%3,213−1.1%
123SAPSAP SE$6.1M0.13%1,079−3.0%
124TAT&T INC$6.0M0.13%59−0.0%
125SCHWSCHWAB CHARLES CORP$5.9M0.13%5,147−7.5%
126TTTRANE TECHNOLOGIES PLC$5.8M0.13%+151+1.1%
127MDYSTATE STR SPDR S&P MIDCAP 40$5.8M0.13%45−0.5%
128CCITIGROUP INC$5.7M0.13%6,011−10.6%
129MSIMOTOROLA SOLUTIONS INC$5.7M0.13%1,209−8.4%
130SANBANCO SANTANDER SA$5.7M0.12%3,590−0.7%
131TDGTRANSDIGM GROUP INC$5.6M0.12%599−11.0%
132CMECME GROUP INC$5.5M0.12%510−2.7%
133IBNICICI BANK LIMITED$5.4M0.12%+9,459+4.7%
134PHPARKER-HANNIFIN CORP$5.4M0.12%+157+2.7%
135WMWASTE MGMT INC DEL$5.4M0.12%345−1.4%
136INTCINTEL CORP$5.4M0.12%+7,157+6.2%
137VRTXVERTEX PHARMACEUTICALS INC$5.3M0.12%+133+1.1%
138BLKBLACKROCK INC$5.3M0.12%590−9.7%
139COFCAPITAL ONE FINL CORP$5.2M0.11%473−1.6%
140INGING GROEP N.V.$5.2M0.11%+13+0.0%
141SYKSTRYKER CORPORATION$5.1M0.11%794−4.8%
142GLDSPDR GOLD TR$5.1M0.11%3,950−24.9%
143SHGSHINHAN FINANCIAL GROUP CO L$5.1M0.11%+7,584+10.1%
144ACWXISHARES TR$5.1M0.11%+442+0.6%
145MARMARRIOTT INTL INC NEW$5.0M0.11%86−0.6%
146PGRPROGRESSIVE CORP$5.0M0.11%55−0.2%
147ACNACCENTURE PLC IRELAND$5.0M0.11%2,178−7.9%
148CBRECBRE GROUP INC$4.9M0.11%725−2.0%
149CRHCRH PLC$4.9M0.11%3,377−6.8%
150GLWCORNING INC$4.8M0.11%+62+0.2%
151USBUS BANCORP$4.7M0.10%761−0.8%
152MPCMARATHON PETE CORP$4.7M0.10%2,332−10.8%
153SHOPSHOPIFY INC$4.7M0.10%411−1.0%
154PNCPNC FINL SVCS GROUP INC$4.7M0.10%656−2.8%
155HIGHARTFORD INSURANCE GROUP INC$4.7M0.10%1,169−3.3%
156MCOMOODYS CORP$4.7M0.10%718−6.3%
157SMFGSUMITOMO MITSUI FIN GRP INC$4.7M0.10%+1,459+0.6%
158COPCONOCOPHILLIPS$4.6M0.10%168−0.5%
159IAUISHARES GOLD TR$4.6M0.10%+3,282+6.8%
160ADPAUTOMATIC DATA PROCESSING IN$4.6M0.10%+146+0.7%
161TRVTRAVELERS COMPANIES INC$4.6M0.10%371−2.3%
162ITWILLINOIS TOOL WKS INC$4.5M0.10%508−2.9%
163HLTHILTON WORLDWIDE HLDGS INC$4.5M0.10%1,077−6.9%
164VIGVANGUARD SPECIALIZED FUNDS$4.4M0.10%24−0.1%
165BABAALIBABA GROUP HLDG LTD$4.4M0.10%2,047−5.5%
166ORLYOREILLY AUTOMOTIVE INC$4.4M0.10%+4,407+10.2%
167NOWSERVICENOW INC$4.4M0.10%4,636−10.0%
168ENBENBRIDGE INC$4.3M0.09%+376+0.5%
169CSXCSX CORP$4.3M0.09%763−0.7%
170IWRISHARES TR$4.3M0.09%1−0.0%
171PENPENUMBRA INC$4.2M0.09%68,443−84.1%
172WSMWILLIAMS SONOMA INC$4.2M0.09%64−0.3%
173XYLXYLEM INC$4.2M0.09%1,993−5.4%
174CBCHUBB LTD SWITZ$4.2M0.09%1,631−11.3%
175CLCOLGATE PALMOLIVE CO$4.2M0.09%1,446−2.9%
176UMCUNITED MICROELECTRONICS CORP$4.1M0.09%+6,507+1.4%
177VUGVANGUARD INDEX FDS$4.1M0.09%535−5.3%
178CITHE CIGNA GROUP$4.1M0.09%+547+3.7%
179AZOAUTOZONE INC$4.1M0.09%22−1.8%
180ADBEADOBE INC$4.1M0.09%2,607−13.4%
181HONHONEYWELL INTL INC$4.1M0.09%3,089−14.7%
182WPMWHEATON PRECIOUS METALS CORP$4.1M0.09%+491+1.6%
183AFLAFLAC INC$4.0M0.09%2,350−6.1%
184STXSEAGATE TECHNOLOGY HLDNGS PL$3.9M0.09%926−8.5%
185SUSAISHARES TR$3.9M0.08%1,150−3.8%
186INFYINFOSYS LTD$3.8M0.08%19,217−6.3%
187PFEPFIZER INC$3.8M0.08%13,638−9.1%
188TRGPTARGA RES CORP$3.8M0.08%437−2.8%
189SHWSHERWIN WILLIAMS CO$3.8M0.08%808−6.4%
190WELLWELLTOWER INC$3.8M0.08%+460+2.4%
191AONAON PLC$3.8M0.08%+255+2.2%
192BHPBHP BILLITON LIMITED$3.8M0.08%+957+1.9%
193GETYGETTY IMAGES HOLDINGS INC$3.8M0.08%77,000−1.6%
194STTSTATE STR CORP$3.8M0.08%+254+0.9%
195RDYDR REDDYS LABS LTD$3.8M0.08%+8,756+3.3%
196NEMNEWMONT CORP$3.8M0.08%+380+1.1%
197VRTVERTIV HOLDINGS CO$3.8M0.08%+679+4.7%
198DELLDELL TECHNOLOGIES INC$3.7M0.08%+604+2.7%
199FITBFIFTH THIRD BANCORP$3.7M0.08%+29,303+58.0%
200DBCINVESCO DB COMMDY INDX TRCK$3.7M0.08%HELD
201EBAYEBAY INC.$3.7M0.08%+184+0.5%
202LMTLOCKHEED MARTIN CORP$3.7M0.08%108−1.8%
203GWWWW GRAINGER INC$3.6M0.08%+66+2.0%
204EMREMERSON ELEC CO$3.6M0.08%33−0.1%
205ACGLARCH CAP GROUP LTD$3.6M0.08%279−0.7%
206BNSBANK NOVA SCOTIA B C$3.6M0.08%+1,854+3.7%
207ICEINTERCONTINENTAL EXCHANGE IN$3.5M0.08%+148+0.7%
208HCAHCA HEALTHCARE INC$3.5M0.08%3−0.0%
209NOCNORTHROP GRUMMAN CORP$3.5M0.08%37−0.7%
210GMGENERAL MTRS CO$3.5M0.08%2,233−4.6%
211QUREQUANTA SVCS INC$3.4M0.08%19−0.3%
212LNGCHENIERE ENERGY INC$3.4M0.07%+810+7.3%
213KRKROGER CO$3.4M0.07%863−1.8%
214EEMISHARES TR$3.4M0.07%7,190−10.8%
215PSXPHILLIPS 66$3.4M0.07%+11+0.1%
216WDCWESTERN DIGITAL CORP$3.4M0.07%+1,008+8.8%
217VTEBVANGUARD MUN BD FDS$3.3M0.07%4,106−5.8%
218MUFGMITSUBISHI UFJ FINANCIAL GRO$3.3M0.07%3,961−2.0%
219CORCENCORA INC$3.3M0.07%242−2.2%
220FDXFEDEX CORP$3.3M0.07%293−3.1%
221NVONOVO-NORDISK A S$3.3M0.07%13,204−13.2%
222AWKAMERICAN WTR WKS CO INC NEW$3.3M0.07%688−2.8%
223UBERUBER TECHNOLOGIES INC$3.3M0.07%2,959−6.1%
224KEYSKEYSIGHT TECHNOLOGIES INC$3.2M0.07%+850+8.0%
225BABOEING CO$3.2M0.07%1,554−8.8%
226MOALTRIA GROUP INC$3.2M0.07%21−0.0%
227BSXBOSTON SCIENTIFIC CORP$3.2M0.07%4,592−8.3%
228DFUVDIMENSIONAL ETF TRUST$3.2M0.07%HELD
229ROSTROSS STORES INC$3.2M0.07%141−1.0%
230APPAPPLOVIN CORP$3.2M0.07%654−7.6%
231CCJCAMECO CORP$3.1M0.07%+1,257+4.6%
232AMPAMERIPRISE FINL INC$3.1M0.07%+1+0.0%
233ALLALLSTATE CORP$3.1M0.07%+30+0.2%
234BBVABANCO BILBAO VIZCAYA ARGENTA$3.1M0.07%+4,893+3.6%
235SCCOSOUTHERN COPPER CORP$3.0M0.07%+305+1.8%
236SKMSK TELECOM CO LTD$3.0M0.07%+63,011+157.1%
237MDLZMONDELEZ INTL INC$3.0M0.07%+977+1.9%
238MRSHMARSH & MCLENNAN COS INC$3.0M0.07%1,639−8.6%
239ESLTELBIT SYS LTD$3.0M0.07%3,435−49.4%
240WITWIPRO LTD$3.0M0.06%38,268−2.7%
241IEFAISHARES TR$3.0M0.06%64−0.2%
242TDTORONTO DOMINION BK ONT$2.9M0.06%+1,900+6.4%
243FSLRFIRST SOLAR INC$2.9M0.06%112−0.8%
244HWMHOWMET AEROSPACE INC$2.9M0.06%+369+3.0%
245NDAQNASDAQ INC$2.9M0.06%2,406−6.6%
246CDNSCADENCE DESIGN SYSTEM INC$2.9M0.06%193−1.8%
247PKXPOSCO HOLDINGS INC$2.8M0.06%+17,359+56.0%
248CVECENOVUS ENERGY INC$2.8M0.06%+2,589+2.5%
249AUANGLOGOLD ASHANTI PLC$2.8M0.06%116−0.4%
250RELXRELX PLC$2.8M0.06%3,527−4.0%
251CCEPCOCA-COLA EUROPACIFIC PARTNE$2.8M0.06%205−0.7%
252SCHBSCHWAB STRATEGIC TR$2.8M0.06%+3,523+3.2%
253FCXFREEPORT MCMORAN INC$2.8M0.06%19,075−28.5%
254BKRBAKER HUGHES COMPANY$2.8M0.06%+537+1.2%
255ULUNILEVER PLC$2.8M0.06%9,681−16.6%
256IMOIMPERIAL OIL LTD$2.8M0.06%187−0.9%
257ADSKAUTODESK INC$2.8M0.06%+255+2.3%
258AEMAGNICO EAGLE MINES LTD$2.8M0.06%+186+1.4%
259CEGCONSTELLATION ENERGY CORP$2.7M0.06%+165+1.7%
260RSGREPUBLIC SVCS INC$2.7M0.06%+140+1.1%
261BTIBRITISH AMERN TOB PLC$2.7M0.06%+732+1.6%
262WMBWILLIAMS COS INC$2.6M0.06%+326+0.9%
263BMYBRISTOL-MYERS SQUIBB CO$2.6M0.06%13,650−24.0%
264HDBHDFC BANK LTD$2.6M0.06%13,950−11.7%
265VXFVANGUARD INDEX FDS$2.6M0.06%HELD
266RIORIO TINTO PLC$2.6M0.06%+268+1.0%
267BMOBANK MONTREAL MEDIUM$2.6M0.06%+101+0.5%
268CHTCHUNGHWA TELECOM CO LTD$2.6M0.06%+4,139+7.2%
269SOSOUTHERN CO$2.6M0.06%856−3.1%
270VLOVALERO ENERGY CORP$2.6M0.06%186−1.8%
271NSCNORFOLK SOUTHN CORP$2.5M0.06%190−2.1%
272GSKGSK PLC$2.5M0.06%+2,877+6.8%
273MNSTMONSTER BEVERAGE CORP NEW$2.5M0.05%1,564−4.3%
274RACEFERRARI N V$2.5M0.05%510−6.4%
275AMEAMETEK INC$2.5M0.05%365−3.1%
276NRGNRG ENERGY INC$2.5M0.05%182−1.1%
277MDTMEDTRONIC PLC$2.5M0.05%1,617−5.4%
278DUKDUKE ENERGY CORP NEW$2.5M0.05%49−0.3%
279CRWDCROWDSTRIKE HLDGS INC$2.5M0.05%+154+2.5%
280BILSPDR SERIES TRUST$2.4M0.05%+13,154+97.4%
281CMCSACOMCAST CORP NEW$2.4M0.05%+1,064+1.3%
282VOVANGUARD INDEX FDS$2.4M0.05%872−9.4%
283WABWABTEC$2.4M0.05%+27+0.3%
284CMCANADIAN IMPERIAL BANK OF CO$2.4M0.05%+1,345+5.6%
285TGTTARGET CORP$2.4M0.05%5,807−22.7%
286MFGMIZUHO FINANCIAL GROUP INC$2.4M0.05%684−0.2%
287APDAIR PRODUCTS AND CHEMICALS I$2.4M0.05%825−9.2%
288GDGENERAL DYNAMICS CORP$2.3M0.05%6−0.1%
289BCSBARCLAYS PLC$2.3M0.05%+1,348+1.2%
290LHXL3HARRIS TECHNOLOGIES INC$2.3M0.05%+101+1.5%
291NOKNOKIA CORP$2.3M0.05%+24,383+9.2%
292ROKROCKWELL AUTOMATION INC$2.3M0.05%81−1.2%
293MBBISHARES TR$2.3M0.05%+24,266NEW
294URIUNITED RENTALS INC$2.3M0.05%50−1.6%
295OKEONEOK INC NEW$2.3M0.05%+79+0.3%
296GFIGOLD FIELDS LTD$2.3M0.05%4,988−9.0%
297IXORIX CORP$2.2M0.05%+1,389+1.9%
298DVNDEVON ENERGY CORP NEW$2.2M0.05%+301+0.7%
299SUSUNCOR ENERGY INC NEW$2.2M0.05%+903+2.8%
300RCLROYAL CARIBBEAN GROUP$2.2M0.05%231−2.8%
301TECKTECK RESOURCES LTD$2.2M0.05%+84+0.2%
302ELVELEVANCE HEALTH INC FORMERLY$2.2M0.05%852−10.2%
303MRVLMARVELL TECHNOLOGY INC$2.2M0.05%+2,324+11.9%
304SPOTSPOTIFY TECHNOLOGY S A$2.2M0.05%+368+9.0%
305AEPAMERICAN ELEC PWR CO INC$2.2M0.05%77−0.5%
306HSYHERSHEY CO$2.1M0.05%2,483−19.4%
307CVSCVS HEALTH CORP$2.1M0.05%+411+1.4%
308CNQCANADIAN NAT RES LTD MED TER$2.1M0.05%+1,911+4.7%
309CPCANADIAN PACIFIC KANSAS CITY$2.1M0.05%113−0.4%
310BXBLACKSTONE INC$2.1M0.04%2,403−11.9%
311REGNREGENERON PHARMACEUTICALS$2.0M0.04%103−3.8%
312METMETLIFE INC$2.0M0.04%2,046−6.7%
313CIENCIENA CORP$2.0M0.04%+823+18.8%
314ITOTISHARES TR$2.0M0.04%+1,591+12.7%
315HUBBHUBBELL INC$2.0M0.04%+16+0.4%
316IJRISHARES TR$2.0M0.04%9,833−37.8%
317QQQINVESCO QQQ TR$2.0M0.04%2,820−44.9%
318EQTEQT CORP$2.0M0.04%371−1.2%
319BPBP PLC$2.0M0.04%+731+1.8%
320SNDKSANDISK CORP$2.0M0.04%+419+15.6%
321VRSKVERISK ANALYTICS INC$2.0M0.04%3,675−26.2%
322VYMVANGUARD WHITEHALL FDS$2.0M0.04%+1,965+17.5%
323SRESEMPRA$2.0M0.04%+207+1.0%
324YUMYUM BRANDS INC$1.9M0.04%143−1.1%
325TFCTRUIST FINL CORP$1.9M0.04%+199+0.5%
326FTNTFORTINET INC$1.9M0.04%+881+3.9%
327EAELECTRONIC ARTS INC$1.9M0.04%+1,127+13.6%
328CTASCINTAS CORP$1.9M0.04%43−0.4%
329RWMPROSHARES TR$1.9M0.04%HELD
330EWEDWARDS LIFESCIENCES CORP$1.9M0.04%+1,183+5.4%
331SLFSUN LIFE FINANCIAL INC.$1.9M0.04%425−1.4%
332CTVACORTEVA INC$1.9M0.04%+1,183+5.6%
333DBDEUTSCHE BK AG$1.8M0.04%+2,480+4.2%
334HPEHEWLETT PACKARD ENTERPRISE C$1.8M0.04%+788+1.0%
335OMCOMNICOM GROUP INC$1.8M0.04%2,141−8.2%
336NGGNATIONAL GRID PLC$1.8M0.04%258−1.2%
337ACWIISHARES TR$1.8M0.04%618−4.5%
338CARRCARRIER GLOBAL CORPORATION$1.8M0.04%+300+0.9%
339FASTFASTENAL CO$1.8M0.04%7,520−16.4%
340CAHCARDINAL HEALTH INC$1.8M0.04%+45+0.5%
341MTDMETTLER TOLEDO INTERNATIONAL$1.8M0.04%5−0.4%
342NTAPNETAPP INC$1.8M0.04%+258+1.5%
343ABNBAIRBNB INC$1.8M0.04%+157+1.1%
344LYGLLOYDS BANKING GROUP PLC$1.7M0.04%+1,157+0.3%
345SLBSLB LIMITED$1.7M0.04%+429+1.3%
346CBOECBOE GLOBAL MKTS INC$1.7M0.04%+684+12.6%
347XLKSELECT SECTOR SPDR TR$1.7M0.04%+1,014+8.6%
348SNPSSYNOPSYS INC$1.7M0.04%+7+0.2%
349NTESNETEASE COM INC$1.7M0.04%+560+3.8%
350DHID R HORTON INC$1.7M0.04%+16+0.1%
351LITELUMENTUM HLDGS INC$1.7M0.04%+635+36.4%
352PHGKONINKLIJKE PHILIPS N V$1.7M0.04%1,133−1.8%
353IDXXIDEXX LABS INC$1.7M0.04%14−0.5%
354LLOEWS CORP$1.7M0.04%550−3.4%
355UNMUNUM GROUP$1.6M0.04%+1,271+6.0%
356BWINTHE BALDWIN INSURANCE GRP IN$1.6M0.04%23,076−23.5%
357FANGDIAMONDBACK ENERGY INC$1.6M0.04%216−2.5%
358EENI SPA$1.6M0.04%9−0.0%
359IWDISHARES TR$1.6M0.04%35−0.5%
360STMSTMICROELECTRONICS N V$1.6M0.04%+8,866+23.4%
361SNYSANOFI SA$1.6M0.04%6,549−16.4%
362IHGINTERCONTINENTAL HOTELS GROU$1.6M0.03%333−2.7%
363EXCEXELON CORP$1.6M0.03%+354+1.1%
364BBARRICK MNG CORP$1.6M0.03%+1,300+3.4%
365PDDPDD HOLDINGS INC$1.6M0.03%309−1.9%
366SCZISHARES TR$1.6M0.03%1,053−4.9%
367RLRALPH LAUREN CORP$1.6M0.03%48−1.0%
368CNICANADIAN NATL RY CO$1.6M0.03%+1,680+12.3%
369SCHDSCHWAB STRATEGIC TR$1.6M0.03%342−0.7%
370RFREGIONS FINANCIAL CORP NEW$1.5M0.03%770−1.3%
371DARDARLING INGREDIENTS INC$1.5M0.03%+2,756+12.4%
372ZTSZOETIS INC$1.5M0.03%+2,419+22.7%
373ARGXARGENX SE$1.5M0.03%159−7.0%
374EDCONSOLIDATED EDISON INC$1.5M0.03%+839+6.6%
375MPWRMONOLITHIC PWR SYS INC$1.5M0.03%88−5.9%
376CTRACOTERRA ENERGY INC$1.5M0.03%+140+0.3%
377EQNREQUINOR ASA$1.5M0.03%+2,894+8.7%
378MFCMANULIFE FINL CORP$1.5M0.03%3,065−6.5%
379DFACDIMENSIONAL ETF TRUST$1.5M0.03%+5,491+16.4%
380AAGILENT TECHNOLOGIES INC$1.5M0.03%250−1.9%
381NVTNVENT ELEC PLC$1.5M0.03%120−0.9%
382EOGEOG RES INC$1.5M0.03%+501+5.1%
383DGXQUEST DIAGNOSTICS INC$1.5M0.03%+34+0.4%
384VIVTELEFONICA BRASIL SA$1.5M0.03%+2,308+2.6%
385LPLLG DISPLAY CO LTD$1.5M0.03%+226,996+149.6%
386HLNHALEON PLC$1.5M0.03%3,232−2.2%
387CIBGRUPO CIBEST SA$1.5M0.03%+1,748+9.7%
388ANIXANIXA BIOSCIENCES INC$1.5M0.03%21,700−3.7%
389FERGFERGUSON ENTERPRISES INC$1.5M0.03%+105+1.7%
390ESEVERSOURCE ENERGY$1.5M0.03%396−1.9%
391SOFISOFI TECHNOLOGIES INC$1.5M0.03%+4,739+5.5%
392KEPKOREA ELEC PWR CORP$1.4M0.03%+8,111+9.0%
393CPRTCOPART INC$1.4M0.03%+1,424+3.4%
394NETCLOUDFLARE INC$1.4M0.03%+908+15.0%
395NKENIKE INC$1.4M0.03%4,173−13.5%
396VSTVISTRA CORP$1.4M0.03%+1,395+17.4%
397IRINGERSOLL RAND INC$1.4M0.03%+717+4.3%
398DRIDARDEN RESTAURANTS INC$1.4M0.03%88−1.2%
399TPRTAPESTRY INC$1.4M0.03%181−1.8%
400TRI4EURTHOMSON REUTERS CORP$1.4M0.03%8,849−36.6%
401TERTERADYNE INC$1.4M0.03%+521+12.7%
402PEGPUBLIC SVC ENTERPRISE GROUP$1.4M0.03%+306+1.8%
403NMRNOMURA HLDGS INC$1.4M0.03%2,391−1.4%
404WATWATERS CORP$1.4M0.03%+883+24.0%
405TSTENARIS S A$1.4M0.03%199−0.8%
406DFASDIMENSIONAL ETF TRUST$1.4M0.03%3,342−14.9%
407DDOGDATADOG INC$1.4M0.03%+961+9.1%
408XPEVXPENG INC$1.4M0.03%2,923−3.6%
409HALHALLIBURTON CO$1.3M0.03%1,660−4.6%
410NUENUCOR CORP$1.3M0.03%125−1.6%
411RMDRESMED INC$1.3M0.03%29−0.5%
412VNQVANGUARD INDEX FDS$1.3M0.03%16,862−53.0%
413COHRCOHERENT CORP$1.3M0.03%+631+12.8%
414BUDANHEUSER BUSCH INBEV SA NV$1.3M0.03%+1,352+7.7%
415BNBROOKFIELD CORP$1.3M0.03%112−0.3%
416GRMNGARMIN LTD$1.3M0.03%151−2.6%
417AXONAXON ENTERPRISE INC$1.3M0.03%+553+22.0%
418KGCKINROSS GOLD CORP$1.3M0.03%539−1.2%
419LOGILOGITECH INTL S A$1.3M0.03%+1,976+16.1%
420STLDSTEEL DYNAMICS INC$1.3M0.03%43−0.6%
421AEGAEGON LTD$1.3M0.03%12,832−6.7%
422WSTWEST PHARMACEUTICAL SVSC INC$1.3M0.03%+530+11.5%
423VBKVANGUARD INDEX FDS$1.3M0.03%37−0.9%
424BIIBBIOGEN INC$1.3M0.03%+79+1.2%
425AJGGALLAGHER ARTHUR J & CO$1.3M0.03%356−5.8%
426SYYSYSCO CORP$1.3M0.03%+271+1.6%
427PNRPENTAIR PLC$1.3M0.03%41−0.3%
428VMCVULCAN MATLS CO$1.3M0.03%80−1.7%
429NWGNATWEST GROUP PLC$1.2M0.03%677−0.8%
430CFCF INDUSTRIES HOLD$1.2M0.03%+227+2.4%
431WDAYWORKDAY INC$1.2M0.03%1,865−16.4%
432CMGCHIPOTLE MEXICAN GRILL INC$1.2M0.03%3,492−8.3%
433BDXBECTON DICKINSON & CO$1.2M0.03%+53+0.7%
434FLEXFLEXTRONICS INTL LTD$1.2M0.03%+727+4.0%
435OVVOVINTIV INC$1.2M0.03%+349+1.7%
436CLSCELESTICA INC$1.2M0.03%+1,245+40.4%
437XELXCEL ENERGY INC$1.2M0.03%319−2.1%
438KBHKB HOME$1.2M0.03%8,123−25.7%
439AFRMAFFIRM HLDGS INC$1.2M0.03%262−1.0%
440MSCIMSCI INC$1.2M0.03%144−6.0%
441JBLJABIL INC$1.2M0.03%+257+6.0%
442ROPROPER TECHNOLOGIES INC$1.2M0.03%1,636−32.7%
443WDSWOODSIDE ENERGY GROUP LTD$1.2M0.03%+3,723+8.1%
444PYPLPAYPAL HLDGS INC$1.2M0.03%4,264−14.0%
445COINCOINBASE GLOBAL INC$1.2M0.03%1,667−19.9%
446SUNBSUNBELT RENTALS HOLDINGS INC$1.2M0.03%+17,940NEW
447OXYOCCIDENTAL PETE CORP$1.2M0.03%+1,374+8.3%
448SCHESCHWAB STRATEGIC TR$1.2M0.03%4,000−10.2%
449ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.03%+6+0.2%
450DALDELTA AIR LINES INC$1.2M0.03%+399+2.3%
451OCOWENS CORNING NEW$1.2M0.03%1,319−11.1%
452DASHDOORDASH INC$1.2M0.03%1,355−15.0%
453ODFLOLD DOMINION FREIGHT LINE IN$1.1M0.02%213−3.5%
454PBRPETROLEO BRASILEIRO S A$1.1M0.02%+1,893+3.6%
455KMIKINDER MORGAN INC DEL$1.1M0.02%634−1.9%
456PSOPEARSON PLC$1.1M0.02%+6,435+8.3%
457GISGENERAL MILLS INC$1.1M0.02%6,626−18.1%
458RRCRANGE RES CORP$1.1M0.02%+183+0.7%
459OKTAOKTA INC$1.1M0.02%+1,020+7.8%
460TRPTC ENERGY CORP$1.1M0.02%+427+2.5%
461ORAORMAT TECHNOLOGIES INC$1.1M0.02%564−5.4%
462CHDCHURCH & DWIGHT CO INC$1.1M0.02%1,642−12.2%
463PHMPULTE GROUP INC$1.1M0.02%271−2.8%
464ALBALBEMARLE CORP$1.1M0.02%652−9.7%
465EXPDEXPEDITORS INTL WASH INC$1.1M0.02%72−0.9%
466DOVDOVER CORP$1.1M0.02%234−4.3%
467HPQHP INC$1.1M0.02%9,551−14.7%
468SQMSOCIEDAD QUIMICA Y MINERA DE$1.1M0.02%+1,075+8.8%
469WBDWARNER BROS DISCOVERY INC$1.1M0.02%91−0.2%
470IJKISHARES TR$1.1M0.02%254−2.3%
471CVLCMORGAN STANLEY ETF TRUST$1.1M0.02%+4,890+57.5%
472PAYXPAYCHEX INC$1.1M0.02%3,803−24.6%
473TCOMTRIP COM GROUP LTD$1.1M0.02%2,003−8.5%
474APAAPA CORPORATION$1.1M0.02%250−1.0%
475ILMNILLUMINA INC$1.1M0.02%738−7.9%
476HBANHUNTINGTON BANCSHARES INC$1.1M0.02%+4,119+6.6%
477DDOMINION ENERGY INC$1.1M0.02%+51+0.3%
478MCHPMICROCHIP TECHNOLOGY INC.$1.1M0.02%+519+3.3%
479GEHCGE HEALTHCARE TECHNOLOGIES I$1.0M0.02%264−1.8%
480LDOSLEIDOS HOLDINGS INC$1.0M0.02%109−1.6%
481SLVISHARES SILVER TR$1.0M0.02%431−2.7%
482MGCVANGUARD WORLD FD$1.0M0.02%+4,396NEW
483ADMARCHER DANIELS MIDLAND CO$1.0M0.02%+311+2.2%
484BAPCREDICORP LTD$1.0M0.02%179−5.6%
485NTRNUTRIEN LTD$1.0M0.02%+1,428+11.9%
486IQVIQVIA HLDGS INC$1.0M0.02%+90+1.5%
487CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.0M0.02%2,269−12.0%
488SBSCOMPANHIA DE SANEAMENTO BASI$1.0M0.02%+1,541+5.0%
489NTRANATERA INC$997K0.02%+130+2.7%
490CXCEMEX SA EURO MTN BE 144A$987K0.02%+3,048+3.7%
491ISHGISHARES TR$987K0.02%+6,700+101.5%
492DFUSDIMENSIONAL ETF TRUST$983K0.02%+201+1.5%
493UPSUNITED PARCEL SVCS INC$982K0.02%1,752−14.9%
494TKCTURKCELL ILETISIM$982K0.02%+13,518+9.0%
495FISVFISERV INC$979K0.02%169−1.0%
496CHKPCHECK POINT SOFTWARE TECH LT$976K0.02%737−9.7%
497DTEDTE ENERGY CO$967K0.02%37−0.6%
498TAKTAKEDA PHARMACEUTICAL CO LTD$967K0.02%+1,977+3.9%
499AIGAMERICAN INTL GROUP INC$963K0.02%776−5.7%
500EDUNEW ORIENTAL ED & TECHNOLOGY$963K0.02%+619+3.8%

Source: SEC EDGAR · accession 0001172661-26-002092. 13F discloses long positions only — shorts, foreign equities, and options are excluded.