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Institutional

MidFirst Bank

CIK 0002077076
$1.21B
Reported AUM
926
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · MidFirst Bank · Q1 2026

AI · grounded in 13F

MidFirst Bank closed its position in Exact Sciences Corp EXK, reducing its holdings by $5.1M. The fund significantly increased its stake in Spotify Technology S A SPOT by 8,819.5% and PNC Finl Svcs Group Inc PNC by 1,260.8%. Additionally, the fund trimmed positions in Select Sector SPDR TR XLV by 97.6% and SPDR Series Trust SPYM by 76.8%.

Portfolio · Q1 2026

IVV$71.1MNVDA$61.3MAAPLGOOGLMSFTAMZNSPYQQQOther$777.2MMB

Top holdings· first 500 of 926

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$739.090.81%20.00%75.17%$71.1M5.88%HELD
2NVDANVIDIA CORPORATION$192.211.16%9.52%751.61%$61.3M5.07%HELD
3AAPLAPPLE INC$333.11-1.50%67.77%128.17%$52.7M4.36%HELD
4GOOGLALPHABET INC$335.21-0.45%76.51%132.04%$43.5M3.60%HELD
5MSFTMICROSOFT CORP$435.1711.43%-24.89%34.54%$37.1M3.07%HELD
6AMZNAMAZON COM INC$233.092.84%5.54%30.60%$36.5M3.02%HELD
7SPYSTATE STR SPDR S&P 500 ETF T$735.400.81%18.63%72.84%$26.2M2.17%HELD
8QQQINVESCO QQQ TR$674.291.90%20.05%79.46%$24.9M2.06%HELD
9METAMETA PLATFORMS INC$532.52-9.07%-21.66%55.72%$22.1M1.83%HELD
10JPMJPMORGAN CHASE & CO$348.311.04%21.40%144.23%$18.8M1.56%HELD
11CATCATERPILLAR INC$808.803.33%84.23%304.51%$18.5M1.53%HELD
12AVGOBROADCOM INC$379.112.37%31.81%734.42%$17.4M1.44%HELD
13IWFISHARES TR$115.791.52%6.02%61.53%$15.7M1.30%HELD
14JNJJOHNSON & JOHNSON$258.72-2.56%64.28%77.25%$15.5M1.28%HELD
15AMDADVANCED MICRO DEVICES INC$461.227.37%153.16%292.58%$13.7M1.14%HELD
16LRCXLAM RESEARCH CORP$303.4420.25%163.30%339.52%$13.4M1.11%HELD
17DMLPDORCHESTER MINERALS L P$26.75-0.56%8.72%172.10%$13.4M1.11%HELD
18VTEBVANGUARD MUN BD FDS$49.700.00%4.99%3.28%$13.3M1.10%HELD
19IQLTISHARES TR$50.171.34%22.61%41.01%$13.3M1.10%HELD
20ETNEATON CORP PLC$382.255.63%-3.99%131.71%$13.1M1.09%HELD
21GSGOLDMAN SACHS GROUP INC$1008.002.78%41.00%166.43%$13.0M1.08%HELD
22TSMTAIWAN SEMICONDUCTOR MANUFAC$391.254.43%61.05%241.53%$12.7M1.05%HELD
23IEFAISHARES TR$97.671.49%22.02%47.71%$12.5M1.03%HELD
24OKEONEOK INC NEW$89.11-0.99%19.86%124.05%$11.4M0.95%HELD
25HONHONEYWELL INTL INC$241.380.11%15.32%17.06%$11.3M0.94%HELD
26SUBISHARES TR$106.040.01%1.74%7.16%$11.0M0.91%HELD
27COSTCOSTCO WHOLESALE CORPORATION$955.56-1.90%2.82%125.57%$10.7M0.88%HELD
28VVISA INC$365.00-1.01%9.62%67.02%$10.7M0.88%HELD
29SGOVISHARES TR$100.680.00%3.80%19.64%$10.4M0.86%HELD
30SCHWSCHWAB CHARLES CORP$104.04-0.41%12.19%54.86%$9.9M0.82%HELD
31LLYELI LILLY & CO$1210.02-0.87%$9.8M0.81%HELD
32WMTWALMART INC$112.44-1.55%$9.6M0.80%HELD
33AMGNAMGEN INC$380.52-1.84%$9.6M0.79%HELD
34IWPISHARES TR$134.32-1.34%$9.5M0.78%HELD
35IWSISHARES TR$167.38-0.35%$9.2M0.76%HELD
36IVWISHARES TR$131.441.67%$9.0M0.74%HELD
37CVXCHEVRON CORPORATION$189.91-1.02%$8.9M0.73%HELD
38ABBVABBVIE INC$257.17-2.33%$8.8M0.72%HELD
39XLKSELECT SECTOR SPDR TR$172.703.68%$8.7M0.72%HELD
40IVOVVANGUARD ADMIRAL FDS INC$115.040.57%$8.6M0.71%HELD
41HDHOME DEPOT INC$335.69-0.76%$8.5M0.70%HELD
42WMBWILLIAMS COS INC$70.270.20%$8.4M0.70%HELD
43WMWASTE MGMT INC DEL$230.82-2.45%$8.4M0.69%HELD
44PHMPULTE GROUP INC$130.97-1.01%$8.2M0.68%HELD
45IJHISHARES TR$75.360.84%$8.0M0.66%HELD
46IWOISHARES TR$368.881.42%$7.4M0.62%HELD
47IJJISHARES TR$148.600.42%$7.0M0.58%HELD
48PSXPHILLIPS 66$207.700.43%$6.9M0.57%HELD
49BLKBLACKROCK INC$1079.400.02%$6.7M0.56%HELD
50IWDISHARES TR$249.650.05%$6.7M0.56%HELD
51RBARB GLOBAL INC$112.68-2.19%$6.4M0.53%HELD
52IJSISHARES TR$135.86-1.01%$6.4M0.53%HELD
53ENBENBRIDGE INC$55.250.20%$6.3M0.52%HELD
54CRWDCROWDSTRIKE HLDGS INC$181.171.00%$6.1M0.51%HELD
55SPYGSPDR SERIES TRUST$113.981.85%$5.9M0.49%HELD
56SBUXSTARBUCKS CORP$105.751.54%$5.6M0.46%HELD
57GOOGALPHABET INC$334.00-0.52%$5.5M0.46%HELD
58XOMEXXON MOBIL CORP$155.24-0.96%$5.5M0.46%HELD
59VIOVVANGUARD ADMIRAL FDS INC$116.65-1.02%$5.4M0.44%HELD
60IWNISHARES TR$222.110.23%$5.4M0.44%HELD
61AMTAMERICAN TOWER CORP$179.23-0.02%$5.3M0.44%HELD
62SCHOSCHWAB STRATEGIC TR$24.100.06%$5.1M0.42%HELD
63EOGEOG RES INC$144.15-1.23%$5.1M0.42%HELD
64ELVELEVANCE HEALTH INC FORMERLY$371.73-1.13%$4.8M0.40%HELD
65CRMSALESFORCE INC$182.01-3.38%$4.6M0.38%HELD
66MCDMCDONALDS CORP$271.05-0.17%$4.4M0.37%HELD
67DISDISNEY WALT CO$98.48-0.41%$4.4M0.36%HELD
68KLACKLA CORP$183.808.00%$4.2M0.35%HELD
69ISRGINTUITIVE SURGICAL INC$349.21-1.10%$4.2M0.35%HELD
70RYROYAL BK CDA$209.281.37%$4.1M0.34%HELD
71PANWPALO ALTO NETWORKS INC$316.620.79%$4.1M0.34%HELD
72KOCOCA COLA CO$87.89-1.33%$4.1M0.34%HELD
73TXNTEXAS INSTRS INC$276.521.92%$3.9M0.32%HELD
74IVOGVANGUARD ADMIRAL FDS INC$138.770.91%$3.8M0.32%HELD
75SPGSIMON PPTY GROUP INC NEW$231.98-1.54%$3.8M0.31%HELD
76BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M0.31%HELD
77ADPAUTOMATIC DATA PROCESSING IN$265.17-3.00%$3.7M0.31%HELD
78BACBANK AMERICA CORP$61.560.80%$3.7M0.31%HELD
79VZVERIZON COMMUNICATIONS INC$46.67-1.16%$3.7M0.31%HELD
80MUBISHARES TR$105.74-0.03%$3.7M0.31%HELD
81DVYISHARES TR$161.95-1.08%$3.6M0.30%HELD
82SPOTSPOTIFY TECHNOLOGY S A$513.56-1.99%$3.5M0.29%HELD
83JPSTJ P MORGAN EXCHANGE TRADED F$50.540.01%$3.5M0.29%HELD
84MAMASTERCARD INCORPORATED$578.952.77%$3.4M0.28%HELD
85CSCOCISCO SYS INC$111.87-0.54%$3.4M0.28%HELD
86SNEXSTONEX GROUP INC$75.134.25%$3.4M0.28%HELD
87MSMORGAN STANLEY$206.891.85%$3.3M0.28%HELD
88SHWSHERWIN WILLIAMS CO$345.830.57%$3.3M0.27%HELD
89IEMGISHARES INC$75.752.16%$3.2M0.26%HELD
90MORNMORNINGSTAR INC$197.74-0.46%$3.2M0.26%HELD
91QCOMQUALCOMM INC$149.08-4.24%$3.2M0.26%HELD
92UNHUNITEDHEALTH GROUP INC$414.04-1.55%$3.1M0.25%HELD
93IJKISHARES TR$111.060.72%$3.0M0.25%HELD
94NEENEXTERA ENERGY INC$88.960.56%$3.0M0.24%HELD
95ADBEADOBE INC$254.78-3.28%$2.9M0.24%HELD
96VIOGVANGUARD ADMIRAL FDS INC$148.071.27%$2.9M0.24%HELD
97SPYMSPDR SERIES TRUST$86.570.75%$2.8M0.23%HELD
98NKENIKE INC$41.93-2.98%$2.7M0.22%HELD
99MDYGSPDR SERIES TRUST$106.160.80%$2.6M0.22%HELD
100SRESEMPRA$89.050.26%$2.6M0.22%HELD
101CMCANADIAN IMPERIAL BANK OF CO$2.6M0.22%HELD
102PNCPNC FINL SVCS GROUP INC$2.6M0.21%HELD
103SPTMSPDR SERIES TRUST$2.5M0.21%HELD
104TGRWT ROWE PRICE ETF INC$2.5M0.21%HELD
105PGPROCTER & GAMBLE CO$2.5M0.21%HELD
106SLYVSPDR SERIES TRUST$2.5M0.21%HELD
107PMPHILIP MORRIS INTL INC$2.5M0.21%HELD
108IDXXIDEXX LABS INC$2.5M0.20%HELD
109BALLBALL CORP$2.4M0.20%HELD
110IBMINTERNATIONAL BUSINESS MACHS$2.4M0.20%HELD
111BHPBHP BILLITON LIMITED$2.3M0.19%HELD
112VOOVANGUARD INDEX FDS$2.3M0.19%HELD
113IJTISHARES TR$2.3M0.19%HELD
114APDAIR PRODUCTS AND CHEMICALS I$2.2M0.18%HELD
115ALLALLSTATE CORP$2.2M0.18%HELD
116TJXTJX COS INC NEW$2.2M0.18%HELD
117ZTSZOETIS INC$2.1M0.18%HELD
118IVEISHARES TR$2.1M0.18%HELD
119SPYVSPDR SERIES TRUST$2.1M0.17%HELD
120DUKDUKE ENERGY CORP NEW$2.1M0.17%HELD
121VMCVULCAN MATLS CO$2.1M0.17%HELD
122MDYVSPDR SERIES TRUST$2.0M0.17%HELD
123IWMISHARES TR$2.0M0.17%HELD
124SUNSUNOCO LP/SUNOCO FIN CORP$2.0M0.16%HELD
125EFAISHARES TR$1.9M0.16%HELD
126SLFSUN LIFE FINANCIAL INC.$1.9M0.16%HELD
127IJRISHARES TR$1.9M0.16%HELD
128CMCSACOMCAST CORP NEW$1.7M0.14%HELD
129IBDRISHARES TR$1.7M0.14%HELD
130MDTMEDTRONIC PLC$1.7M0.14%HELD
131APOAPOLLO GLOBAL MGMT INC$1.7M0.14%HELD
132CTVACORTEVA INC$1.6M0.13%HELD
133IWBISHARES TR$1.6M0.13%HELD
134OGSONE GAS INC$1.6M0.13%HELD
135TSLATESLA INC$1.6M0.13%HELD
136PHPARKER-HANNIFIN CORP$1.6M0.13%HELD
137MDYSTATE STR SPDR S&P MIDCAP 40$1.5M0.13%HELD
138DIASTATE STR SPDR DOW JONES IND$1.5M0.13%HELD
139MARMARRIOTT INTL INC NEW$1.5M0.13%HELD
140VWOVANGUARD INTL EQUITY INDEX F$1.5M0.12%HELD
141ABALLIANCEBERNSTEIN HLDG L P$1.5M0.12%HELD
142TMOTHERMO FISHER SCIENTIFIC INC$1.4M0.12%HELD
143LULULULULEMON ATHLETICA INC$1.4M0.12%HELD
144MRKMERCK & CO INC$1.4M0.11%HELD
145IBDSISHARES TR$1.3M0.11%HELD
146BXBLACKSTONE INC$1.3M0.11%HELD
147ONONON HLDG AG$1.3M0.11%HELD
148PEPPEPSICO INC$1.3M0.11%HELD
149DVNDEVON ENERGY CORP NEW$1.3M0.11%HELD
150VYMVANGUARD WHITEHALL FDS$1.3M0.11%HELD
151IWRISHARES TR$1.3M0.10%HELD
152TXRHTEXAS ROADHOUSE INC$1.2M0.10%HELD
153OGEOGE ENERGY CORP$1.2M0.10%HELD
154CXDOCREXENDO INC$1.2M0.10%HELD
155DEDEERE & CO$1.2M0.10%HELD
156SPLVINVESCO EXCH TRADED FD TR II$1.2M0.10%HELD
157CMICUMMINS INC$1.2M0.10%HELD
158QQNITY ELECTRONICS INC$1.1M0.09%HELD
159GLDSPDR GOLD TR$1.0M0.08%HELD
160SDYSPDR SERIES TRUST$1.0M0.08%HELD
161ABTABBOTT LABORATORIES$1.0M0.08%HELD
162IBDTISHARES TR$976K0.08%HELD
163MSIMOTOROLA SOLUTIONS INC$936K0.08%HELD
164VOVANGUARD INDEX FDS$913K0.08%HELD
165TMUST-MOBILE US INC$910K0.08%HELD
166GEGE AEROSPACE$908K0.08%HELD
167GNRCGENERAC HLDGS INC$899K0.07%HELD
168GILDGILEAD SCIENCES INC$894K0.07%HELD
169RTXRTX CORPORATION$876K0.07%HELD
170WMT2WELLS FARGO & CO$855K0.07%HELD
171DDDUPONT DE NEMOURS INC$834K0.07%HELD
172ORCLORACLE CORP$832K0.07%HELD
173NFLXNETFLIX INC.$824K0.07%HELD
174SLVISHARES SILVER TR$818K0.07%HELD
175MELIMERCADOLIBRE INC$794K0.07%HELD
176ACNACCENTURE PLC IRELAND$793K0.07%HELD
177STWDSTARWOOD PPTY TR INC$792K0.07%HELD
178VOOGVANGUARD ADMIRAL FDS INC$789K0.07%HELD
179MOALTRIA GROUP INC$787K0.07%HELD
180VOOVVANGUARD ADMIRAL FDS INC$785K0.06%HELD
181DOWDOW HLDGS INC$759K0.06%HELD
182MSCIMSCI INC$756K0.06%HELD
183GEVGE VERNOVA INC$742K0.06%HELD
184SPIBSPDR SERIES TRUST$741K0.06%HELD
185IUSGISHARES TR$719K0.06%HELD
186OWLBLUE OWL CAPITAL INC$718K0.06%HELD
187ASMLASML HLDG NV$717K0.06%HELD
188UNPUNION PAC CORP$691K0.06%HELD
189NOCNORTHROP GRUMMAN CORP$666K0.06%HELD
190VTIVANGUARD INDEX FDS$665K0.06%HELD
191BPBP PLC$663K0.05%HELD
192CMGCHIPOTLE MEXICAN GRILL INC$663K0.05%HELD
193BINCBLACKROCK ETF TRUST II$649K0.05%HELD
194LOWLOWES COS INC$645K0.05%HELD
195CBCHUBB LTD SWITZ$629K0.05%HELD
196PAYCPAYCOM SOFTWARE INC$612K0.05%HELD
197AMATAPPLIED MATLS INC$606K0.05%HELD
198XHBSPDR SERIES TRUST$592K0.05%HELD
199DELLDELL TECHNOLOGIES INC$564K0.05%HELD
200WSTWEST PHARMACEUTICAL SVSC INC$558K0.05%HELD
201COPCONOCOPHILLIPS$543K0.04%HELD
202EPDENTERPRISE PRODS PARTNERS L$524K0.04%HELD
203TRVTRAVELERS COMPANIES INC$520K0.04%HELD
204ROPROPER TECHNOLOGIES INC$501K0.04%HELD
205MSAMSA SAFETY INC$493K0.04%HELD
206ROSTROSS STORES INC$490K0.04%HELD
207BABOEING CO$486K0.04%HELD
208VTWOVANGUARD SCOTTSDALE FDS$485K0.04%HELD
209IBDUISHARES TR$477K0.04%HELD
210ACHRARCHER AVIATION INC$468K0.04%HELD
211STZCONSTELLATION BRANDS INC$467K0.04%HELD
212AAONAAON INC$463K0.04%HELD
213TTTRANE TECHNOLOGIES PLC$462K0.04%HELD
214OUNZVANECK MERK GOLD ETF$451K0.04%HELD
215GLGLOBE LIFE INC$438K0.04%HELD
216PSAPUBLIC STORAGE OPER CO$437K0.04%HELD
217ECLECOLAB INC$426K0.04%HELD
218JBHTHUNT J B TRANS SVCS INC$417K0.03%HELD
219NETCLOUDFLARE INC$413K0.03%HELD
220AEMAGNICO EAGLE MINES LTD$406K0.03%HELD
221AMPAMERIPRISE FINL INC$406K0.03%HELD
222ETRENTERGY CORP NEW$405K0.03%HELD
223LHXL3HARRIS TECHNOLOGIES INC$405K0.03%HELD
224MUMICRON TECHNOLOGY INC$398K0.03%HELD
225APHAMPHENOL CORP$388K0.03%HELD
226LMTLOCKHEED MARTIN CORP$385K0.03%HELD
227HPEHEWLETT PACKARD ENTERPRISE C$382K0.03%HELD
228NJRNEW JERSEY RES CORP$377K0.03%HELD
229CRGYCRESCENT ENERGY COMPANY$373K0.03%HELD
230CMECME GROUP INC$366K0.03%HELD
231PRGSPROGRESS SOFTWARE CORP$359K0.03%HELD
232MCKMCKESSON CORP$358K0.03%HELD
233VXUSVANGUARD STAR FDS$354K0.03%HELD
234BIPBROOKFIELD INFRASTRUCTURE PA$352K0.03%HELD
235COFCAPITAL ONE FINL CORP$352K0.03%HELD
236DKSDICKS SPORTING GOODS INC$350K0.03%HELD
237ICEINTERCONTINENTAL EXCHANGE IN$345K0.03%HELD
238VTVVANGUARD INDEX FDS$339K0.03%HELD
239CASYCASEYS GEN STORES INC$333K0.03%HELD
240SLBSLB LIMITED$332K0.03%HELD
241VONVVANGUARD SCOTTSDALE FDS$330K0.03%HELD
242SHELSHELL PLC$325K0.03%HELD
243CEGCONSTELLATION ENERGY CORP$316K0.03%HELD
244ITWILLINOIS TOOL WKS INC$313K0.03%HELD
245HPQHP INC$307K0.03%HELD
246LDOSLEIDOS HOLDINGS INC$298K0.02%HELD
247FCNCAFIRST CTZNS BANCSHARES INC D$298K0.02%HELD
248IBDVISHARES TR$296K0.02%HELD
249ANETARISTA NETWORKS INC$295K0.02%HELD
250MNSTMONSTER BEVERAGE CORP NEW$295K0.02%HELD
251SYKSTRYKER CORPORATION$295K0.02%HELD
252BSVVANGUARD BD INDEX FDS$294K0.02%HELD
253GLDMWORLD GOLD TR$286K0.02%HELD
254MGKVANGUARD WORLD FD$285K0.02%HELD
255SCHDSCHWAB STRATEGIC TR$280K0.02%HELD
256EWEDWARDS LIFESCIENCES CORP$280K0.02%HELD
257GWWWW GRAINGER INC$271K0.02%HELD
258VCITVANGUARD SCOTTSDALE FDS$267K0.02%HELD
259ITOTISHARES TR$265K0.02%HELD
260VONGVANGUARD SCOTTSDALE FDS$256K0.02%HELD
261LNGCHENIERE ENERGY INC$252K0.02%HELD
262VEAVANGUARD TAX-MANAGED FDS$249K0.02%HELD
263XLESELECT SECTOR SPDR TR$246K0.02%HELD
264KAIKADANT INC$245K0.02%HELD
265SMGSCOTTS MIRACLE-GRO CO$243K0.02%HELD
266UBERUBER TECHNOLOGIES INC$243K0.02%HELD
267AJGGALLAGHER ARTHUR J & CO$238K0.02%HELD
268NY4BCLEARWAY ENERGY INC$235K0.02%HELD
269QQQMINVESCO EXCH TRADED FD TR II$233K0.02%HELD
270PRUPRUDENTIAL FINL INC$231K0.02%HELD
271PCARPACCAR INC$228K0.02%HELD
272RCLROYAL CARIBBEAN GROUP$226K0.02%HELD
273ETGEATON VANCE TX ADV GLBL DIV$221K0.02%HELD
274DHSWISDOMTREE TR$214K0.02%HELD
275SCHHSCHWAB STRATEGIC TR$212K0.02%HELD
276DKNGDRAFTKINGS INC NEW$204K0.02%HELD
277LINLINDE PLC$203K0.02%HELD
278IBDWISHARES TR$199K0.02%HELD
279CLCOLGATE PALMOLIVE CO$195K0.02%HELD
280IXUSISHARES TR$193K0.02%HELD
281CDNSCADENCE DESIGN SYSTEM INC$191K0.02%HELD
282CORCENCORA INC$191K0.02%HELD
283NOWSERVICENOW INC$190K0.02%HELD
284ATOATMOS ENERGY CORP$187K0.02%HELD
285CTSHCOGNIZANT TECHNOLOGY SOLUTIO$182K0.02%HELD
286MOATVANECK ETF TRUST$180K0.01%HELD
287AGGISHARES TR$179K0.01%HELD
288PFEPFIZER INC$178K0.01%HELD
289ORCORCHID IS CAP INC$176K0.01%HELD
290CFCF INDUSTRIES HOLD$172K0.01%HELD
291METMETLIFE INC$169K0.01%HELD
292DCIDONALDSON INC$168K0.01%HELD
293WTAIWISDOMTREE TR$163K0.01%HELD
294PIIMPINJ INC$161K0.01%HELD
295STTSTATE STR CORP$159K0.01%HELD
296ADIANALOG DEVICES INC$156K0.01%HELD
297BRBROADRIDGE FINL SOLUTIONS IN$155K0.01%HELD
298SMHVANECK ETF TRUST$153K0.01%HELD
299DALDELTA AIR LINES INC$153K0.01%HELD
300IQVIQVIA HLDGS INC$153K0.01%HELD
301VNQVANGUARD INDEX FDS$151K0.01%HELD
302GDGENERAL DYNAMICS CORP$150K0.01%HELD
303VUGVANGUARD INDEX FDS$150K0.01%HELD
304VGSHVANGUARD SCOTTSDALE FDS$150K0.01%HELD
305VGKVANGUARD INTL EQUITY INDEX F$148K0.01%HELD
306YUMYUM BRANDS INC$146K0.01%HELD
307QUALISHARES TR$145K0.01%HELD
308OXYOCCIDENTAL PETE CORP$144K0.01%HELD
309EXPDEXPEDITORS INTL WASH INC$143K0.01%HELD
310RGLDROYAL GOLD INC$136K0.01%HELD
311VBRVANGUARD INDEX FDS$128K0.01%HELD
312SLYGSPDR SERIES TRUST$127K0.01%HELD
313CSXCSX CORP$125K0.01%HELD
314SPGIS&P GLOBAL INC$125K0.01%HELD
315BSXBOSTON SCIENTIFIC CORP$122K0.01%HELD
316FDNFIRST TR EXCHANGE-TRADED FD$117K0.01%HELD
317VBVANGUARD INDEX FDS$115K0.01%HELD
318TLTWISHARES TR$113K0.01%HELD
319ALCALCON AG$110K0.01%HELD
320WWDWOODWARD INC$107K0.01%HELD
321XLVSELECT SECTOR SPDR TR$107K0.01%HELD
322DEMWISDOMTREE TR$104K0.01%HELD
323SPSMSPDR SERIES TRUST$104K0.01%HELD
324AIGAMERICAN INTL GROUP INC$104K0.01%HELD
325AONAON PLC$103K0.01%HELD
326JCIJOHNSON CONTROLS INTERNATION$102K0.01%HELD
327USBUS BANCORP$99K0.01%HELD
328IUSBISHARES TR$98K0.01%HELD
329CCITIGROUP INC$98K0.01%HELD
330FNXFIRST TR EXCHANGE-TRADED ALP$94K0.01%HELD
331SNPSSYNOPSYS INC$94K0.01%HELD
332TROWPRICE T ROWE GROUP INC$92K0.01%HELD
333CTRACOTERRA ENERGY INC$92K0.01%HELD
334HXLHEXCEL CORP NEW$89K0.01%HELD
335MASMASCO CORP$88K0.01%HELD
336CRWVCOREWEAVE INC$87K0.01%HELD
337VTWGVANGUARD SCOTTSDALE FDS$87K0.01%HELD
338XYLXYLEM INC$86K0.01%HELD
339UPSUNITED PARCEL SVCS INC$83K0.01%HELD
340IYJISHARES TR$77K0.01%HELD
341ETENERGY TRANSFER L P$77K0.01%HELD
342IBMOISHARES TR$77K0.01%HELD
343NUENUCOR CORP$76K0.01%HELD
344GMGENERAL MTRS CO$76K0.01%HELD
345CARRCARRIER GLOBAL CORPORATION$76K0.01%HELD
346FEMFIRST TR EXCH TRD ALPHDX FD$75K0.01%HELD
347REGNREGENERON PHARMACEUTICALS$74K0.01%HELD
348FNDXSCHWAB STRATEGIC TR$74K0.01%HELD
349FISVFISERV INC$74K0.01%HELD
350VXFVANGUARD INDEX FDS$71K0.01%HELD
351GSIEGOLDMAN SACHS ETF TR$71K0.01%HELD
352GSLCGOLDMAN SACHS ETF TR$70K0.01%HELD
353AFLAFLAC INC$68K0.01%HELD
354RSPINVESCO EXCHANGE TRADED FD T$68K0.01%HELD
355MCHPMICROCHIP TECHNOLOGY INC.$66K0.01%HELD
356MRSHMARSH & MCLENNAN COS INC$66K0.01%HELD
357NVRNVR INC$66K0.01%HELD
358IBDXISHARES TR$66K0.01%HELD
359AEPAMERICAN ELEC PWR CO INC$65K0.01%HELD
360MFCMANULIFE FINL CORP$65K0.01%HELD
361VVVANGUARD INDEX FDS$65K0.01%HELD
362SOLSSOLSTICE ADVANCED MATLS INC$63K0.01%HELD
363BXPBXP INC$63K0.01%HELD
364KRKROGER CO$62K0.01%HELD
365IWVISHARES TR$62K0.01%HELD
366RGENREPLIGEN CORP$61K0.01%HELD
367LRGFISHARES TR$61K0.01%HELD
368GDXVANECK ETF TRUST$59K0.00%HELD
369CTASCINTAS CORP$59K0.00%HELD
370BNBROOKFIELD CORP$59K0.00%HELD
371WECWEC ENERGY GROUP INC$59K0.00%HELD
372DBEFDBX ETF TR$58K0.00%HELD
373PAYXPAYCHEX INC$57K0.00%HELD
374IBDYISHARES TR$56K0.00%HELD
375USHYISHARES TR$56K0.00%HELD
376FTECFIDELITY COVINGTON TRUST$54K0.00%HELD
377TAT&T INC$54K0.00%HELD
378IBMSISHARES TR$52K0.00%HELD
379VRTVERTIV HOLDINGS CO$51K0.00%HELD
380SCHPSCHWAB STRATEGIC TR$51K0.00%HELD
381CVSCVS HEALTH CORP$50K0.00%HELD
382FTNTFORTINET INC$50K0.00%HELD
383INTUINTUIT$50K0.00%HELD
384AVEMAMERICAN CENTY ETF TR$50K0.00%HELD
385VRTXVERTEX PHARMACEUTICALS INC$49K0.00%HELD
386MPCMARATHON PETE CORP$49K0.00%HELD
387COWZPACER FDS TR$48K0.00%HELD
388CRDOCREDO TECHNOLOGY GROUP HOLDI$47K0.00%HELD
389METCRAMACO RES INC$46K0.00%HELD
390ACGLARCH CAP GROUP LTD$46K0.00%HELD
391PFEBINNOVATOR ETFS TRUST$45K0.00%HELD
392IAUISHARES GOLD TR$45K0.00%HELD
393AWKAMERICAN WTR WKS CO INC NEW$45K0.00%HELD
394GEMGOLDMAN SACHS ETF TR$45K0.00%HELD
395IUSVISHARES TR$44K0.00%HELD
396EMBISHARES TR$44K0.00%HELD
397DOXAMDOCS LTD$44K0.00%HELD
398FDVVFIDELITY COVINGTON TRUST$44K0.00%HELD
399PLTRPALANTIR TECHNOLOGIES INC$44K0.00%HELD
400TGTTARGET CORP$43K0.00%HELD
401ABNBAIRBNB INC$43K0.00%HELD
402APAAPA CORPORATION$43K0.00%HELD
403MSTYTIDAL TRUST II$43K0.00%HELD
404EMREMERSON ELEC CO$41K0.00%HELD
405SOSOUTHERN CO$41K0.00%HELD
406IRINGERSOLL RAND INC$40K0.00%HELD
407VIGVANGUARD SPECIALIZED FUNDS$40K0.00%HELD
408SFMSPROUTS FMRS MKT INC$39K0.00%HELD
409AVAVAEROVIRONMENT INC$38K0.00%HELD
410XLISELECT SECTOR SPDR TR$38K0.00%HELD
411HIMSHIMS & HERS HEALTH INC$37K0.00%HELD
412PDBCINVESCO ACTVELY MNGD ETC FD$36K0.00%HELD
413FFORD MTR CO$36K0.00%HELD
414FNYFIRST TR EXCHANGE-TRADED ALP$36K0.00%HELD
415ORLYOREILLY AUTOMOTIVE INC$35K0.00%HELD
416LUVSOUTHWEST AIRLS CO$35K0.00%HELD
417SOXQINVESCO EXCH TRADED FD TR II$35K0.00%HELD
418KNSLKINSALE CAP GROUP INC$35K0.00%HELD
419CMSCMS ENERGY CORP$34K0.00%HELD
420HCAHCA HEALTHCARE INC$33K0.00%HELD
421ISPYPROSHARES TR$33K0.00%HELD
422QUREQUANTA SVCS INC$32K0.00%HELD
423HUBBHUBBELL INC$32K0.00%HELD
424MRVLMARVELL TECHNOLOGY INC$32K0.00%HELD
425SNOWSNOWFLAKE INC$32K0.00%HELD
426WSMWILLIAMS SONOMA INC$32K0.00%HELD
427XLBSELECT SECTOR SPDR TR$32K0.00%HELD
428RSGREPUBLIC SVCS INC$32K0.00%HELD
429PINSPINTEREST INC$32K0.00%HELD
430EEMISHARES TR$31K0.00%HELD
431PWBINVESCO EXCHANGE TRADED FD T$31K0.00%HELD
432OTISOTIS WORLDWIDE CORP$31K0.00%HELD
433GEHCGE HEALTHCARE TECHNOLOGIES I$30K0.00%HELD
434AZOAUTOZONE INC$30K0.00%HELD
435FIXCOMFORT SYS USA INC$30K0.00%HELD
436BNDVANGUARD BD INDEX FDS$30K0.00%HELD
437TSCOTRACTOR SUPPLY CO$30K0.00%HELD
438INGING GROEP N.V.$29K0.00%HELD
439BKBANK NEW YORK MELLON CORP$29K0.00%HELD
440EVRGEVERGY INC$29K0.00%HELD
441AAGILENT TECHNOLOGIES INC$28K0.00%HELD
442GRMNGARMIN LTD$28K0.00%HELD
443UBSUBS GROUP AG$28K0.00%HELD
444LVHDLEGG MASON ETF INVT$27K0.00%HELD
445VTCVANGUARD SCOTTSDALE FDS$27K0.00%HELD
446BMYBRISTOL-MYERS SQUIBB CO$27K0.00%HELD
447HIGHARTFORD INSURANCE GROUP INC$26K0.00%HELD
448XLPSELECT SECTOR SPDR TR$26K0.00%HELD
449JAAAJANUS DETROIT STR TR$26K0.00%HELD
450IBMTISHARES TR$26K0.00%HELD
451IBMQISHARES TR$26K0.00%HELD
452IBMRISHARES TR$25K0.00%HELD
453MDLZMONDELEZ INTL INC$25K0.00%HELD
454PPAINVESCO EXCHANGE TRADED FD T$25K0.00%HELD
455CHDCHURCH & DWIGHT CO INC$24K0.00%HELD
456SNASNAP ON INC$24K0.00%HELD
457VTWVVANGUARD SCOTTSDALE FDS$23K0.00%HELD
458SCHJSCHWAB STRATEGIC TR$23K0.00%HELD
459JEPIJ P MORGAN EXCHANGE TRADED F$23K0.00%HELD
460XELXCEL ENERGY INC$22K0.00%HELD
461IBKRINTERACTIVE BROKERS GROUP IN$22K0.00%HELD
462TLTISHARES TR$22K0.00%HELD
463SCHMSCHWAB STRATEGIC TR$22K0.00%HELD
464VIOOVANGUARD ADMIRAL FDS INC$21K0.00%HELD
465MCOMOODYS CORP$21K0.00%HELD
466XLFSELECT SECTOR SPDR TR$21K0.00%HELD
467FNDFSCHWAB STRATEGIC TR$21K0.00%HELD
468SFSTIFEL FINL CORP$21K0.00%HELD
469FERGFERGUSON ENTERPRISES INC$21K0.00%HELD
470PYPLPAYPAL HLDGS INC$20K0.00%HELD
471FBNDFIDELITY MERRIMACK STR TR$20K0.00%HELD
472IBMPISHARES TR$20K0.00%HELD
473CITHE CIGNA GROUP$20K0.00%HELD
474ARKBARK 21SHARES BITCOIN ETF$20K0.00%HELD
475DEODIAGEO PLC$20K0.00%HELD
476AREALEXANDRIA REAL ESTATE EQ IN$20K0.00%HELD
477DOVDOVER CORP$20K0.00%HELD
478NSCNORFOLK SOUTHN CORP$19K0.00%HELD
479NOBLPROSHARES TR$19K0.00%HELD
480REGLPROSHARES TR$19K0.00%HELD
481DASHDOORDASH INC$19K0.00%HELD
482CLXCLOROX CO DEL$18K0.00%HELD
483IDAIT STAMP INC$18K0.00%HELD
484DLNWISDOMTREE TR$18K0.00%HELD
485CLHCLEAN HARBORS INC$18K0.00%HELD
486URIUNITED RENTALS INC$17K0.00%HELD
487CNPCENTERPOINT ENERGY INC$17K0.00%HELD
488DHID R HORTON INC$17K0.00%HELD
489BKNGBOOKING HOLDINGS INC$17K0.00%HELD
490EPSWISDOMTREE TR$17K0.00%HELD
491XLCSELECT SECTOR SPDR TR$17K0.00%HELD
492XYZBLOCK INC$17K0.00%HELD
493SYYSYSCO CORP$16K0.00%HELD
494WRBBERKLEY W R CORP$16K0.00%HELD
495DRIDARDEN RESTAURANTS INC$16K0.00%HELD
496HUMHUMANA INC$15K0.00%HELD
497XLRESELECT SECTOR SPDR TR$15K0.00%HELD
498TDGTRANSDIGM GROUP INC$15K0.00%HELD
499CCL1EURCARNIVAL CORP$15K0.00%HELD
500KEYSKEYSIGHT TECHNOLOGIES INC$14K0.00%HELD

Source: SEC EDGAR · accession 0002077076-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.