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Institutional

LEVEL FOUR ADVISORY SERVICES, LLC

CIK 0001696715
$3.05B
Reported AUM
866
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · LEVEL FOUR ADVISORY SERVICES, LLC · Q1 2026

AI · grounded in 13F

LEVEL FOUR ADVISORY SERVICES, LLC increased its position in COST by 115.0033%. The fund also established a new position in WTS valued at $5,935,391 and grew its holdings in SPYM by 46.0124%. Conversely, the fund trimmed its holdings in IWD by 89.4017% and ILCG by 72.1238%.

Portfolio · Q1 2026

AAPLLGROQQQMSFTOther$2.22BLL

Top holdings· first 500 of 866

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$338.10-0.58%67.77%128.17%$123.2M4.04%HELD
2LGROALPS ETF TR$43.76-0.90%19.77%81.72%$83.1M2.73%HELD
3QQQINVESCO QQQ TR$661.60-2.06%22.54%83.19%$81.9M2.69%HELD
4MSFTMICROSOFT CORP$390.50-0.72%-24.89%34.54%$60.1M1.97%HELD
5AMZNAMAZON COM INC$226.46-1.91%7.50%33.03%$52.2M1.71%HELD
6NVDANVIDIA CORPORATION$190.16-3.48%13.56%782.99%$51.5M1.69%HELD
7GOOGLALPHABET INC$336.300.78%76.51%132.04%$43.6M1.43%HELD
8TCAFT ROWE PRICE ETF INC$40.50-1.34%13.25%56.07%$42.5M1.40%HELD
9VOOVANGUARD INDEX FDS$670.55-1.53%18.74%73.44%$41.2M1.35%HELD
10SPYMSPDR SERIES TRUST$85.93-1.45%20.54%76.10%$40.5M1.33%HELD
11AVGOBROADCOM INC$370.73-2.67%31.81%734.42%$36.1M1.18%HELD
12JIREJ P MORGAN EXCHANGE TRADED F$81.67-0.54%21.86%79.36%$35.0M1.15%HELD
13USFRWISDOMTREE TR$50.360.00%3.91%19.96%$32.9M1.08%HELD
14SMTHALPS ETF TR$25.31-0.42%1.88%9.73%$31.9M1.05%HELD
15ABBVABBVIE INC$263.620.16%40.72%165.04%$28.8M0.94%HELD
16JPMJPMORGAN CHASE & CO$345.27-3.37%25.84%153.16%$28.0M0.92%HELD
17MOATVANECK ETF TRUST$107.91-0.22%14.36%49.84%$27.0M0.89%HELD
18METAMETA PLATFORMS INC$585.07-1.41%-20.62%57.79%$25.3M0.83%HELD
19AGGISHARES TR$97.55-0.38%2.27%-1.35%$24.0M0.79%HELD
20WMTWALMART INC$114.190.97%16.94%145.72%$22.8M0.75%HELD
21GLDSPDR GOLD TR$371.000.44%19.49%117.67%$21.9M0.72%HELD
22PTLCPACER FDS TR$56.91-1.43%12.72%50.79%$19.3M0.63%HELD
23MUMICRON TECHNOLOGY INC$740.40-9.77%683.61%1041.72%$18.2M0.60%HELD
24QQQMINVESCO EXCH TRADED FD TR II$272.51-2.02%22.59%83.87%$18.0M0.59%HELD
25GBILGOLDMAN SACHS ETF TR$100.160.04%3.71%18.40%$16.2M0.53%HELD
26JNJJOHNSON & JOHNSON$265.69-0.39%64.28%77.25%$16.2M0.53%HELD
27NEENEXTERA ENERGY INC$88.50-0.87%30.49%20.68%$15.9M0.52%HELD
28DSTLETF SER SOLUTIONS$66.870.72%23.49%65.08%$15.6M0.51%HELD
29RDVYFIRST TR EXCHANGE TRADED FD$79.81-1.51%30.64%77.90%$15.5M0.51%HELD
30CAGCONAGRA BRANDS INC$15.500.45%-10.66%-40.20%$15.3M0.50%HELD
31BRK/BBERKSHIRE HATHAWAY INC DEL$15.1M0.50%HELD
32CCITIGROUP INC$127.11-4.05%$15.0M0.49%HELD
33UNHUNITEDHEALTH GROUP INC$420.71-1.88%$14.8M0.48%HELD
34COPCONOCOPHILLIPS$118.063.47%$14.4M0.47%HELD
35SPYSTATE STR SPDR S&P 500 ETF T$729.62-1.52%$14.4M0.47%HELD
36SMHVANECK ETF TRUST$504.22-4.79%$14.3M0.47%HELD
37GOOGALPHABET INC$335.921.00%$14.3M0.47%HELD
38MSMORGAN STANLEY$203.19-3.97%$13.9M0.46%HELD
39SPTISPDR SERIES TRUST$28.12-0.20%$13.9M0.45%HELD
40COWZPACER FDS TR$67.860.50%$13.7M0.45%HELD
41APAAPA CORPORATION$36.705.07%$13.4M0.44%HELD
42VVISA INC$369.540.80%$13.2M0.43%HELD
43SPTLSPDR SERIES TRUST$25.26-1.44%$13.2M0.43%HELD
44COSTCOSTCO WHOLESALE CORPORATION$973.730.74%$13.0M0.43%HELD
45LMTLOCKHEED MARTIN CORP$569.33-2.06%$12.9M0.42%HELD
46SNDKSANDISK CORP$1013.47-7.54%$12.3M0.40%HELD
47VTIVANGUARD INDEX FDS$360.52-1.49%$12.1M0.40%HELD
48HDHOME DEPOT INC$338.42-1.75%$12.1M0.40%HELD
49IJHISHARES TR$74.73-1.71%$12.1M0.40%HELD
50GSGOLDMAN SACHS GROUP INC$980.76-5.09%$12.0M0.40%HELD
51IVWISHARES TR$129.28-1.93%$12.0M0.40%HELD
52UBERUBER TECHNOLOGIES INC$71.210.66%$11.9M0.39%HELD
53KLACKLA CORP$170.19-10.80%$11.8M0.39%HELD
54XLKSELECT SECTOR SPDR TR$166.56-2.65%$11.4M0.37%HELD
55PAAAPGIM ETF TR$51.45-0.02%$11.4M0.37%HELD
56TJXTJX COS INC NEW$161.650.53%$11.3M0.37%HELD
57CVXCHEVRON CORPORATION$191.902.30%$11.2M0.37%HELD
58CATCATERPILLAR INC$783.18-6.86%$11.1M0.37%HELD
59CMICUMMINS INC$606.30-5.50%$11.1M0.36%HELD
60AMDADVANCED MICRO DEVICES INC$429.56-5.51%$11.0M0.36%HELD
61TXNTEXAS INSTRS INC$271.30-2.08%$10.8M0.35%HELD
62OXYOCCIDENTAL PETE CORP$56.053.93%$10.8M0.35%HELD
63MCHPMICROCHIP TECHNOLOGY INC.$71.37-5.73%$10.7M0.35%HELD
64MCDMCDONALDS CORP$271.51-0.55%$9.9M0.33%HELD
65MCKMCKESSON CORP$888.79-0.08%$9.8M0.32%HELD
66SPMOINVESCO EXCH TRADED FD TR II$136.37-3.25%$9.8M0.32%HELD
67VIGVANGUARD SPECIALIZED FUNDS$238.56-1.32%$9.7M0.32%HELD
68TSLATESLA INC$298.44-2.93%$9.5M0.31%HELD
69NFLXNETFLIX INC.$73.621.71%$9.4M0.31%HELD
70EOGEOG RES INC$145.944.51%$9.2M0.30%HELD
71FMDEFIDELITY COVINGTON TRUST$40.89-0.82%$9.1M0.30%HELD
72FCNCAFIRST CTZNS BANCSHARES INC D$2171.89-1.19%$9.1M0.30%HELD
73SOSOUTHERN CO$96.05-0.75%$9.1M0.30%HELD
74MRKMERCK & CO INC$130.39-1.08%$9.0M0.30%HELD
75XOMEXXON MOBIL CORP$156.882.51%$8.8M0.29%HELD
76VBVANGUARD INDEX FDS$293.00-1.66%$8.8M0.29%HELD
77RSPINVESCO EXCHANGE TRADED FD T$215.73-0.90%$8.7M0.29%HELD
78VYMVANGUARD WHITEHALL FDS$161.67-1.32%$8.6M0.28%HELD
79LWLAMB WESTON HLDGS INC$53.98-1.17%$8.6M0.28%HELD
80KOCOCA COLA CO$89.130.97%$8.5M0.28%HELD
81PYPLPAYPAL HLDGS INC$58.350.05%$8.5M0.28%HELD
82ALSNALLISON TRANSMISSION HLDGS I$114.66-5.33%$8.5M0.28%HELD
83MAMASTERCARD INCORPORATED$563.560.14%$8.5M0.28%HELD
84LOWLOWES COS INC$215.67-1.18%$8.4M0.28%HELD
85PTNQPACER FDS TR$79.77-2.13%$8.4M0.28%HELD
86RHRH$176.14-0.87%$8.3M0.27%HELD
87ACIOETF SER SOLUTIONS$45.04-1.25%$8.3M0.27%HELD
88SCHDSCHWAB STRATEGIC TR$33.83-0.18%$8.2M0.27%HELD
89BKNGBOOKING HOLDINGS INC$201.301.00%$8.2M0.27%HELD
90TWLOTWILIO INC$188.25-3.13%$8.1M0.27%HELD
91XLISELECT SECTOR SPDR TR$176.66-3.19%$8.0M0.26%HELD
92EFAISHARES TR$103.36-0.51%$8.0M0.26%HELD
93PSXPHILLIPS 66$206.810.47%$8.0M0.26%HELD
94VOVANGUARD INDEX FDS$80.64-0.87%$8.0M0.26%HELD
95AGCOAGCO CORP$116.17-6.09%$7.7M0.25%HELD
96MPWRMONOLITHIC PWR SYS INC$1248.76-2.59%$7.7M0.25%HELD
97IBMINTERNATIONAL BUSINESS MACHS$226.60-0.42%$7.7M0.25%HELD
98CEFSPROTT ASSET MANAGEMENT LP$39.910.40%$7.7M0.25%HELD
99LEALEAR CORP$147.51-0.79%$7.7M0.25%HELD
100ETNEATON CORP PLC$361.85-6.32%$7.7M0.25%HELD
101SNOWSNOWFLAKE INC$7.7M0.25%HELD
102NVONOVO-NORDISK A S$7.7M0.25%HELD
103ICEINTERCONTINENTAL EXCHANGE IN$7.7M0.25%HELD
104AFLAFLAC INC$7.7M0.25%HELD
105CSCOCISCO SYS INC$7.6M0.25%HELD
106CRMSALESFORCE INC$7.6M0.25%HELD
107BACBANK AMERICA CORP$7.6M0.25%HELD
108GDXVANECK ETF TRUST$7.6M0.25%HELD
109VUGVANGUARD INDEX FDS$7.5M0.24%HELD
110TROWPRICE T ROWE GROUP INC$7.4M0.24%HELD
111VZVERIZON COMMUNICATIONS INC$7.4M0.24%HELD
112PGPROCTER & GAMBLE CO$7.3M0.24%HELD
113BLKBLACKROCK INC$7.3M0.24%HELD
114IWFISHARES TR$7.3M0.24%HELD
115FBNDFIDELITY MERRIMACK STR TR$7.3M0.24%HELD
116QCOMQUALCOMM INC$7.2M0.24%HELD
117JPEFJ P MORGAN EXCHANGE TRADED F$7.2M0.24%HELD
118CTRACOTERRA ENERGY INC$7.2M0.24%HELD
119PLDPROLOGIS INC.$7.1M0.23%HELD
120PTMCPACER FDS TR$7.0M0.23%HELD
121RSGREPUBLIC SVCS INC$7.0M0.23%HELD
122DUSADAVIS FUNDAMENTAL ETF TR$7.0M0.23%HELD
123CHDCHURCH & DWIGHT CO INC$6.9M0.23%HELD
124FASTFASTENAL CO$6.9M0.23%HELD
125XMMOINVESCO EXCHANGE TRADED FD T$6.8M0.22%HELD
126NOWSERVICENOW INC$6.8M0.22%HELD
127LLYELI LILLY & CO$6.6M0.22%HELD
128IVVISHARES TR$6.6M0.22%HELD
129IWMISHARES TR$6.6M0.22%HELD
130MOALTRIA GROUP INC$6.6M0.22%HELD
131IEFAISHARES TR$6.4M0.21%HELD
132PFXFVANECK ETF TRUST$6.4M0.21%HELD
133DGXQUEST DIAGNOSTICS INC$6.4M0.21%HELD
134AMTAMERICAN TOWER CORP$6.4M0.21%HELD
135APHAMPHENOL CORP$6.3M0.21%HELD
136NEARISHARES U S ETF TR$6.3M0.21%HELD
137AVUVAMERICAN CENTY ETF TR$6.3M0.21%HELD
138IJULINNOVATOR ETFS TRUST$6.3M0.21%HELD
139IVEISHARES TR$6.3M0.21%HELD
140FEZSPDR INDEX SHS FDS$6.3M0.21%HELD
141VCITVANGUARD SCOTTSDALE FDS$6.2M0.20%HELD
142JEPIJ P MORGAN EXCHANGE TRADED F$6.2M0.20%HELD
143AMPAMERIPRISE FINL INC$6.2M0.20%HELD
144IWRISHARES TR$6.2M0.20%HELD
145MDBMONGODB INC$6.2M0.20%HELD
146IJTISHARES TR$6.2M0.20%HELD
147GATXGATX CORP$6.1M0.20%HELD
148VTVVANGUARD INDEX FDS$6.0M0.20%HELD
149WTSWATTS WATER TECHNOLOGIES INC$5.9M0.19%HELD
150AOSSMITH A O CORP$5.9M0.19%HELD
151TSMTAIWAN SEMICONDUCTOR MANUFAC$5.9M0.19%HELD
152DOCUDOCUSIGN INC$5.8M0.19%HELD
153CGMSCAPITAL GRP FIXED INCM ETF T$5.8M0.19%HELD
154DGROISHARES TR$5.7M0.19%HELD
155UPSUNITED PARCEL SVCS INC$5.7M0.19%HELD
156UNPUNION PAC CORP$5.7M0.19%HELD
157EMXCISHARES INC$5.6M0.19%HELD
158ROPROPER TECHNOLOGIES INC$5.6M0.18%HELD
159AMATAPPLIED MATLS INC$5.6M0.18%HELD
160DUKDUKE ENERGY CORP NEW$5.6M0.18%HELD
161TGTTARGET CORP$5.5M0.18%HELD
162PEPPEPSICO INC$5.5M0.18%HELD
163LRCXLAM RESEARCH CORP$5.4M0.18%HELD
164BRBROADRIDGE FINL SOLUTIONS IN$5.4M0.18%HELD
165OREALTY INCOME CORP$5.4M0.18%HELD
166IJSISHARES TR$5.4M0.18%HELD
167WSMWILLIAMS SONOMA INC$5.3M0.17%HELD
168IAUISHARES GOLD TR$5.3M0.17%HELD
169IJRISHARES TR$5.2M0.17%HELD
170AMGNAMGEN INC$5.2M0.17%HELD
171CMCSACOMCAST CORP NEW$5.2M0.17%HELD
172IWPISHARES TR$5.1M0.17%HELD
173RTXRTX CORPORATION$4.9M0.16%HELD
174TAT&T INC$4.8M0.16%HELD
175EEMISHARES TR$4.8M0.16%HELD
176ELVELEVANCE HEALTH INC FORMERLY$4.8M0.16%HELD
177SLVISHARES SILVER TR$4.8M0.16%HELD
178XLFSELECT SECTOR SPDR TR$4.7M0.15%HELD
179EPDENTERPRISE PRODS PARTNERS L$4.7M0.15%HELD
180IJJISHARES TR$4.7M0.15%HELD
181MDTMEDTRONIC PLC$4.7M0.15%HELD
182FLTRVANECK ETF TRUST$4.6M0.15%HELD
183XLVSELECT SECTOR SPDR TR$4.6M0.15%HELD
184DISDISNEY WALT CO$4.6M0.15%HELD
185CBCHUBB LTD SWITZ$4.5M0.15%HELD
186PHMPULTE GROUP INC$4.4M0.15%HELD
187PANWPALO ALTO NETWORKS INC$4.4M0.14%HELD
188INGRINGREDION INC$4.4M0.14%HELD
189OUSMALPS ETF TR$4.3M0.14%HELD
190VRTXVERTEX PHARMACEUTICALS INC$4.3M0.14%HELD
191GILDGILEAD SCIENCES INC$4.2M0.14%HELD
192FENIFIDELITY COVINGTON TRUST$4.2M0.14%HELD
193PLTRPALANTIR TECHNOLOGIES INC$4.2M0.14%HELD
194RFREGIONS FINANCIAL CORP NEW$4.1M0.13%HELD
195DIVOAMPLIFY ETF TR$4.0M0.13%HELD
196ANETARISTA NETWORKS INC$4.0M0.13%HELD
197STZCONSTELLATION BRANDS INC$3.9M0.13%HELD
198OCOWENS CORNING NEW$3.9M0.13%HELD
199DXCMDEXCOM INC$3.8M0.13%HELD
200ISRGINTUITIVE SURGICAL INC$3.8M0.12%HELD
201ENBENBRIDGE INC$3.8M0.12%HELD
202GEVGE VERNOVA INC$3.7M0.12%HELD
203CGCPCAPITAL GRP FIXED INCM ETF T$3.6M0.12%HELD
204SIVRABRDN SILVER ETF TRUST$3.6M0.12%HELD
205WECWEC ENERGY GROUP INC$3.6M0.12%HELD
206FIXCOMFORT SYS USA INC$3.6M0.12%HELD
207XLCSELECT SECTOR SPDR TR$3.6M0.12%HELD
208WMWASTE MGMT INC DEL$3.6M0.12%HELD
209MPCMARATHON PETE CORP$3.6M0.12%HELD
210CMECME GROUP INC$3.5M0.12%HELD
211MSIMOTOROLA SOLUTIONS INC$3.5M0.11%HELD
212PRUPRUDENTIAL FINL INC$3.4M0.11%HELD
213JEPQJ P MORGAN EXCHANGE TRADED F$3.4M0.11%HELD
214HDVISHARES TR$3.4M0.11%HELD
215ASMLASML HLDG NV$3.4M0.11%HELD
216ELFYALPS ETF TR$3.4M0.11%HELD
217CPRTCOPART INC$3.4M0.11%HELD
218SPSMSPDR SERIES TRUST$3.3M0.11%HELD
219ITWILLINOIS TOOL WKS INC$3.3M0.11%HELD
220SPYVSPDR SERIES TRUST$3.3M0.11%HELD
221TIPISHARES TR$3.3M0.11%HELD
222VLOVALERO ENERGY CORP$3.2M0.11%HELD
223RALRALLIANT CORP$3.2M0.11%HELD
224EMLPFIRST TR EXCHANGE-TRADED FD$3.2M0.11%HELD
225MUBISHARES TR$3.2M0.10%HELD
226MSMMSC INDL DIRECT INC$3.2M0.10%HELD
227AXPAMERICAN EXPRESS CO$3.2M0.10%HELD
228ORCLORACLE CORP$3.2M0.10%HELD
229ETENERGY TRANSFER L P$3.2M0.10%HELD
230KMBKIMBERLY-CLARK CORP$3.2M0.10%HELD
231SNASNAP ON INC$3.1M0.10%HELD
232IEMGISHARES INC$3.1M0.10%HELD
233WDCWESTERN DIGITAL CORP$3.1M0.10%HELD
234TDGTRANSDIGM GROUP INC$3.1M0.10%HELD
235WSOWATSCO INC$3.0M0.10%HELD
236CWCURTISS WRIGHT CORP$3.0M0.10%HELD
237FVDFIRST TR EXCHANGE-TRADED FD$3.0M0.10%HELD
238ADIANALOG DEVICES INC$3.0M0.10%HELD
239DVYISHARES TR$2.9M0.10%HELD
240ISCGISHARES TR$2.9M0.10%HELD
241CFAVICTORY PORTFOLIOS II$2.9M0.09%HELD
242QYLDGLOBAL X FDS$2.9M0.09%HELD
243SHYISHARES TR$2.9M0.09%HELD
244STXSEAGATE TECHNOLOGY HLDNGS PL$2.8M0.09%HELD
245PMPHILIP MORRIS INTL INC$2.8M0.09%HELD
246AZNASTRAZENECA PLC$2.8M0.09%HELD
247FTVFORTIVE CORP$2.8M0.09%HELD
248CELHCELSIUS HLDGS INC$2.8M0.09%HELD
249ETSYETSY INC$2.8M0.09%HELD
250USMVISHARES TR$2.8M0.09%HELD
251NEMNEWMONT CORP$2.8M0.09%HELD
252XLESELECT SECTOR SPDR TR$2.7M0.09%HELD
253GEGE AEROSPACE$2.7M0.09%HELD
254SGOVISHARES TR$2.7M0.09%HELD
255FDXFEDEX CORP$2.7M0.09%HELD
256BCIABRDN ETFS$2.7M0.09%HELD
257FDVVFIDELITY COVINGTON TRUST$2.7M0.09%HELD
258QDPLPACER FDS TR$2.7M0.09%HELD
259DFACDIMENSIONAL ETF TRUST$2.7M0.09%HELD
260GLWCORNING INC$2.7M0.09%HELD
261CFCF INDUSTRIES HOLD$2.7M0.09%HELD
262NVSNOVARTIS AG$2.6M0.09%HELD
263USHYISHARES TR$2.6M0.09%HELD
264PFFISHARES TR$2.6M0.09%HELD
265BILSPDR SERIES TRUST$2.6M0.09%HELD
266PAYCPAYCOM SOFTWARE INC$2.6M0.08%HELD
267ABTABBOTT LABORATORIES$2.6M0.08%HELD
268SHELSHELL PLC$2.4M0.08%HELD
269SPYINEOS ETF TRUST$2.4M0.08%HELD
270WMT2WELLS FARGO & CO$2.4M0.08%HELD
271DIASTATE STR SPDR DOW JONES IND$2.4M0.08%HELD
272GDGENERAL DYNAMICS CORP$2.4M0.08%HELD
273BIVVANGUARD BD INDEX FDS$2.3M0.07%HELD
274NXPINXP SEMICONDUCTORS N V$2.2M0.07%HELD
275BMYBRISTOL-MYERS SQUIBB CO$2.2M0.07%HELD
276ZZILLOW GROUP INC$2.2M0.07%HELD
277LBRTLIBERTY ENERGY INC$2.2M0.07%HELD
278BUGGLOBAL X FDS$2.2M0.07%HELD
279NENOBLE CORP PLC$2.2M0.07%HELD
280VRTVERTIV HOLDINGS CO$2.1M0.07%HELD
281TLTISHARES TR$2.1M0.07%HELD
282KKRKKR & CO INC$2.1M0.07%HELD
283FTECFIDELITY COVINGTON TRUST$2.1M0.07%HELD
284BXBLACKSTONE INC$2.1M0.07%HELD
285HCAHCA HEALTHCARE INC$2.0M0.07%HELD
286VALEVALE S A$2.0M0.07%HELD
287IWDISHARES TR$2.0M0.07%HELD
288EMEEMCOR GROUP INC$2.0M0.07%HELD
289BABOEING CO$2.0M0.07%HELD
290WTWISDOMTREE INC$2.0M0.06%HELD
291LTHLIFE TIME GROUP HOLDINGS INC$2.0M0.06%HELD
292DDOMINION ENERGY INC$2.0M0.06%HELD
293LQDISHARES TR$1.9M0.06%HELD
294PAVEGLOBAL X FDS$1.9M0.06%HELD
295PNCPNC FINL SVCS GROUP INC$1.9M0.06%HELD
296SHOPSHOPIFY INC$1.9M0.06%HELD
297TFCTRUIST FINL CORP$1.9M0.06%HELD
298OSISOSI SYSTEMS INC$1.9M0.06%HELD
299PFEPFIZER INC$1.9M0.06%HELD
300XLUSELECT SECTOR SPDR TR$1.9M0.06%HELD
301PIPRPIPER SANDLER COMPANIES$1.9M0.06%HELD
302JBTMJBT MAREL CORPORATION$1.8M0.06%HELD
303VBRVANGUARD INDEX FDS$1.8M0.06%HELD
304ILCGISHARES TR$1.8M0.06%HELD
305CIBRFIRST TR EXCHANGE-TRADED FD$1.8M0.06%HELD
306SFBSSERVISFIRST BANCSHARES INC$1.8M0.06%HELD
307SXISTANDEX INTL CORP$1.8M0.06%HELD
308JMUBJ P MORGAN EXCHANGE TRADED F$1.8M0.06%HELD
309IEIISHARES TR$1.8M0.06%HELD
310VCLTVANGUARD SCOTTSDALE FDS$1.7M0.06%HELD
311VEAVANGUARD TAX-MANAGED FDS$1.7M0.06%HELD
312TMTOYOTA MOTOR CORP$1.7M0.06%HELD
313MRVLMARVELL TECHNOLOGY INC$1.7M0.06%HELD
314VXUSVANGUARD STAR FDS$1.7M0.06%HELD
315VTVANGUARD INTL EQUITY INDEX F$1.7M0.06%HELD
316VOEVANGUARD INDEX FDS$1.7M0.06%HELD
317BNDXVANGUARD CHARLOTTE FDS$1.7M0.06%HELD
318JCIJOHNSON CONTROLS INTERNATION$1.7M0.06%HELD
319MGCVANGUARD WORLD FD$1.7M0.05%HELD
320IDEVISHARES TR$1.6M0.05%HELD
321BSVVANGUARD BD INDEX FDS$1.6M0.05%HELD
322DFAIDIMENSIONAL ETF TRUST$1.6M0.05%HELD
323AYIACUITY INC$1.6M0.05%HELD
324FCXFREEPORT MCMORAN INC$1.6M0.05%HELD
325KMIKINDER MORGAN INC DEL$1.6M0.05%HELD
326QUALISHARES TR$1.6M0.05%HELD
327BBARRICK MNG CORP$1.6M0.05%HELD
328BNDVANGUARD BD INDEX FDS$1.6M0.05%HELD
329VOTVANGUARD INDEX FDS$1.6M0.05%HELD
330WMBWILLIAMS COS INC$1.6M0.05%HELD
331AVAAVISTA CORP$1.6M0.05%HELD
332CALFPACER FDS TR$1.6M0.05%HELD
333MOHMOLINA HEALTHCARE INC$1.6M0.05%HELD
334EFAVISHARES TR$1.6M0.05%HELD
335GTESGATES INDL CORP PLC$1.6M0.05%HELD
336UFPTUFP TECHNOLOGIES INC$1.5M0.05%HELD
337PORPORTLAND GEN ELEC CO$1.5M0.05%HELD
338MWAMUELLER WTR PRODS INC$1.5M0.05%HELD
339EWYISHARES INC$1.5M0.05%HELD
340GMABGENMAB A/S$1.5M0.05%HELD
341VONGVANGUARD SCOTTSDALE FDS$1.5M0.05%HELD
342DJDINVESCO EXCHANGE TRADED FD T$1.5M0.05%HELD
343SPDWSPDR INDEX SHS FDS$1.5M0.05%HELD
344EHCENCOMPASS HEALTH CORP$1.5M0.05%HELD
345BONDPIMCO ETF TR$1.5M0.05%HELD
346MELIMERCADOLIBRE INC$1.4M0.05%HELD
347VGTVANGUARD WORLD FD$1.4M0.05%HELD
348IBPINSTALLED BLDG PRODS INC$1.4M0.05%HELD
349SDVYFIRST TR EXCHANGE TRADED FD$1.4M0.05%HELD
350SILGLOBAL X FDS$1.4M0.05%HELD
351RYROYAL BK CDA$1.4M0.05%HELD
352ITOTISHARES TR$1.4M0.05%HELD
353SPBOSPDR SERIES TRUST$1.4M0.05%HELD
354EMREMERSON ELEC CO$1.4M0.05%HELD
355XMHQINVESCO EXCHANGE TRADED FD T$1.4M0.05%HELD
356SPHQINVESCO EXCHANGE TRADED FD T$1.4M0.05%HELD
357FTXNFIRST TR EXCHANGE TRADED FD$1.4M0.05%HELD
358INTAINTAPP INC$1.4M0.05%HELD
359EQTEQT CORP$1.4M0.05%HELD
360SYKSTRYKER CORPORATION$1.4M0.05%HELD
361QUSSPDR SERIES TRUST$1.4M0.04%HELD
362SPOTSPOTIFY TECHNOLOGY S A$1.4M0.04%HELD
363MORNMORNINGSTAR INC$1.4M0.04%HELD
364TFLOISHARES TR$1.4M0.04%HELD
365DRIDARDEN RESTAURANTS INC$1.4M0.04%HELD
366LITELUMENTUM HLDGS INC$1.4M0.04%HELD
367VBKVANGUARD INDEX FDS$1.4M0.04%HELD
368IDVISHARES TR$1.4M0.04%HELD
369CHRDCHORD ENERGY CORPORATION$1.3M0.04%HELD
370CPCANADIAN PACIFIC KANSAS CITY$1.3M0.04%HELD
371AEPAMERICAN ELEC PWR CO INC$1.3M0.04%HELD
372JCPBJ P MORGAN EXCHANGE TRADED F$1.3M0.04%HELD
373WELLWELLTOWER INC$1.3M0.04%HELD
374MMSIMERIT MED SYS INC$1.3M0.04%HELD
375CXTCRANE NXT CO$1.3M0.04%HELD
376QQQINEOS ETF TRUST$1.3M0.04%HELD
377FTSMFIRST TR EXCHANGE-TRADED FD$1.2M0.04%HELD
378FERGFERGUSON ENTERPRISES INC$1.2M0.04%HELD
379ALLALLSTATE CORP$1.2M0.04%HELD
380DEDEERE & CO$1.2M0.04%HELD
381NKENIKE INC$1.2M0.04%HELD
382FNFABRINET$1.2M0.04%HELD
383SHVISHARES TR$1.2M0.04%HELD
384DELLDELL TECHNOLOGIES INC$1.2M0.04%HELD
385FIDUFIDELITY COVINGTON TRUST$1.2M0.04%HELD
386ITRIITRON INC$1.2M0.04%HELD
387VGITVANGUARD SCOTTSDALE FDS$1.2M0.04%HELD
388ECLECOLAB INC$1.2M0.04%HELD
389ITAISHARES TR$1.2M0.04%HELD
390CEGCONSTELLATION ENERGY CORP$1.2M0.04%HELD
391VSECVSE CORP$1.2M0.04%HELD
392GEFGREIF INC$1.2M0.04%HELD
393SHYGISHARES TR$1.2M0.04%HELD
394STIPISHARES TR$1.2M0.04%HELD
395FRDMEA SERIES TRUST$1.2M0.04%HELD
396MDYSTATE STR SPDR S&P MIDCAP 40$1.1M0.04%HELD
397VNQVANGUARD INDEX FDS$1.1M0.04%HELD
398CWKCUSHMAN AND WAKEFIELD LTD$1.1M0.04%HELD
399CTVACORTEVA INC$1.1M0.04%HELD
400IRMIRON MTN INC DEL$1.1M0.04%HELD
401VCSHVANGUARD SCOTTSDALE FDS$1.1M0.04%HELD
402AMLPALPS ETF TR$1.1M0.04%HELD
403VNTVONTIER CORPORATION$1.1M0.04%HELD
404RWLINVESCO EXCH TRADED FD TR II$1.1M0.04%HELD
405SDYSPDR SERIES TRUST$1.1M0.04%HELD
406VPLVANGUARD INTL EQUITY INDEX F$1.1M0.04%HELD
407AIRRFIRST TR EXCHANGE TRADED FD$1.1M0.04%HELD
408ADPAUTOMATIC DATA PROCESSING IN$1.1M0.04%HELD
409NSCNORFOLK SOUTHN CORP$1.1M0.04%HELD
410LINLINDE PLC$1.1M0.04%HELD
411MGVVANGUARD WORLD FD$1.1M0.03%HELD
412MBLYMOBILEYE GLOBAL INC$1.1M0.03%HELD
413SBUXSTARBUCKS CORP$1.1M0.03%HELD
414VMCVULCAN MATLS CO$1.1M0.03%HELD
415AVUSAMERICAN CENTY ETF TR$1.1M0.03%HELD
416GDXJVANECK ETF TRUST$1.0M0.03%HELD
417BKDVBNY MELLON ETF TRUST II$1.0M0.03%HELD
418TMUST-MOBILE US INC$1.0M0.03%HELD
419RDVIFIRST TR EXCHANGE-TRADED FD$1.0M0.03%HELD
420ETRENTERGY CORP NEW$1.0M0.03%HELD
421RACEFERRARI N V$1.0M0.03%HELD
422PRMPERIMETER SOLUTIONS INC$1.0M0.03%HELD
423NOCNORTHROP GRUMMAN CORP$1.0M0.03%HELD
424COFCAPITAL ONE FINL CORP$1.0M0.03%HELD
425KRKROGER CO$1.0M0.03%HELD
426TTTRANE TECHNOLOGIES PLC$993K0.03%HELD
427CRWVCOREWEAVE INC$984K0.03%HELD
428TEAMATLASSIAN CORPORATION$977K0.03%HELD
429AEMAGNICO EAGLE MINES LTD$970K0.03%HELD
430AVEMAMERICAN CENTY ETF TR$962K0.03%HELD
431GVALCAMBRIA ETF TR$958K0.03%HELD
432GRIDFIRST TR EXCHANGE-TRADED FD$954K0.03%HELD
433INTUINTUIT$949K0.03%HELD
434YOUCLEAR SECURE INC$944K0.03%HELD
435TRVTRAVELERS COMPANIES INC$938K0.03%HELD
436JGROJ P MORGAN EXCHANGE TRADED F$936K0.03%HELD
437HYLSFIRST TR EXCHANGE-TRADED FD$932K0.03%HELD
438XLYSELECT SECTOR SPDR TR$931K0.03%HELD
439BMIBADGER METER INC$923K0.03%HELD
440HBANHUNTINGTON BANCSHARES INC$907K0.03%HELD
441VTIPVANGUARD MALVERN FDS$901K0.03%HELD
442PGRPROGRESSIVE CORP$899K0.03%HELD
443HONHONEYWELL INTL INC$898K0.03%HELD
444PBRPETROLEO BRASILEIRO S A$894K0.03%HELD
445NRPNATURAL RESOURCE PARTNERS LP$889K0.03%HELD
446MISLFIRST TR EXCHANGE-TRADED FD$888K0.03%HELD
447DGRWWISDOMTREE TR$881K0.03%HELD
448CIENCIENA CORP$875K0.03%HELD
449PHPARKER-HANNIFIN CORP$874K0.03%HELD
450INTCINTEL CORP$864K0.03%HELD
451CVSCVS HEALTH CORP$862K0.03%HELD
452ALHCALIGNMENT HEALTHCARE INC$849K0.03%HELD
453BUFRFIRST TR EXCHNG TRADED FD VI$842K0.03%HELD
454IDAIDACORP INC$840K0.03%HELD
455RGLDROYAL GOLD INC$839K0.03%HELD
456FPEFIRST TR EXCH TRADED FD III$839K0.03%HELD
457NUENUCOR CORP$838K0.03%HELD
458LOBLIVE OAK BANCSHARES INC$834K0.03%HELD
459BSXBOSTON SCIENTIFIC CORP$834K0.03%HELD
460TMOTHERMO FISHER SCIENTIFIC INC$832K0.03%HELD
461HWMHOWMET AEROSPACE INC$827K0.03%HELD
462CAHCARDINAL HEALTH INC$827K0.03%HELD
463ARGXARGENX SE$826K0.03%HELD
464ARKQARK ETF TR$823K0.03%HELD
465IQQQPROSHARES TR$808K0.03%HELD
466SPHDINVESCO EXCH TRADED FD TR II$802K0.03%HELD
467XLPSELECT SECTOR SPDR TR$796K0.03%HELD
468SCHASCHWAB STRATEGIC TR$795K0.03%HELD
469CRWDCROWDSTRIKE HLDGS INC$792K0.03%HELD
470SPYGSPDR SERIES TRUST$788K0.03%HELD
471PINKSIMPLIFY EXCHANGE TRADED FUN$785K0.03%HELD
472ULUNILEVER PLC$778K0.03%HELD
473MFSIMFS ACTIVE EXCHANGE TRADED F$772K0.03%HELD
474CBUCOMMUNITY FINANCIAL SYSTEM I$772K0.03%HELD
475OKEONEOK INC NEW$769K0.03%HELD
476OZKBANK OZK LITTLE ROCK ARK$768K0.03%HELD
477TXG10X GENOMICS INC$767K0.03%HELD
478MRSHMARSH & MCLENNAN COS INC$767K0.03%HELD
479IEFISHARES TR$766K0.03%HELD
480BRCBRADY CORP$758K0.02%HELD
481APOAPOLLO GLOBAL MGMT INC$757K0.02%HELD
482VLUSPDR SERIES TRUST$755K0.02%HELD
483TOWNTOWNEBANK PORTSMOUTH VA$755K0.02%HELD
484GWWWW GRAINGER INC$752K0.02%HELD
485BLDRBUILDERS FIRSTSOURCE INC$743K0.02%HELD
486FFORD MTR CO$741K0.02%HELD
487VIGIVANGUARD WHITEHALL FDS$734K0.02%HELD
488CELCCELCUITY INC$732K0.02%HELD
489FDLFIRST TR EXCHANGE-TRADED FD$729K0.02%HELD
490SPLVINVESCO EXCH TRADED FD TR II$724K0.02%HELD
491POOLPOOL CORP$724K0.02%HELD
492IBITISHARES BITCOIN TRUST ETF$724K0.02%HELD
493JXNJACKSON FINANCIAL INC$724K0.02%HELD
494CLSCELESTICA INC$723K0.02%HELD
495APDAIR PRODUCTS AND CHEMICALS I$719K0.02%HELD
496BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.02%HELD
497JMBSJANUS DETROIT STR TR$713K0.02%HELD
498VMBSVANGUARD SCOTTSDALE FDS$710K0.02%HELD
499YETIYETI HLDGS INC$710K0.02%HELD
500SOFISOFI TECHNOLOGIES INC$703K0.02%HELD

Source: SEC EDGAR · accession 0001696715-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.