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Institutional

Moors & Cabot, Inc.

CIK 0001607239
$2.34B
Reported AUM
923
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Moors & Cabot, Inc. · Q1 2026

AI · grounded in 13F

Moors & Cabot, Inc. significantly increased its stake in ANET, growing the position by 644.77%. The fund also established a new position in QGEN with a $7.23M investment. Other activity included accumulating shares of LB by 8.67% and reducing holdings in GEOS by 66.91%.

Portfolio · Q1 2026

AAPLNVDATPLMSFTAMZNOther$1.57BMI

Top holdings· first 500 of 923

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$108.6M4.65%5,388−1.2%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$96.6M4.13%19,730−3.4%
3TPLTEXAS PACIFIC LAND CORPORATI$389.79-4.16%5.85%149.59%$80.9M3.46%592−0.3%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$74.6M3.19%1,429−0.7%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$48.2M2.07%+2,100+0.9%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$42.4M1.82%7,195−4.6%
7JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$37.0M1.58%2,957−2.3%
8WMTWALMART INC$118.880.97%22.99%166.67%$32.7M1.40%2,945−1.1%
9XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$32.0M1.37%6,977−3.6%
10AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$30.3M1.30%7,397−7.0%
11JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$29.4M1.26%1,508−1.2%
12VVISA INC$323.571.06%-11.91%36.33%$23.4M1.00%+6,453+9.1%
13TJXTJX COS INC NEW$160.711.31%26.64%151.20%$22.8M0.98%5,286−3.6%
14METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$21.7M0.93%+117+0.3%
15LLYELI LILLY & CO$1131.420.55%48.00%387.10%$21.4M0.92%53−0.2%
16RTXRTX CORPORATION$180.990.88%32.19%132.37%$21.1M0.90%4,264−3.7%
17CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$20.1M0.86%2,794−2.8%
18IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$18.6M0.80%1,899−2.4%
19GOOGALPHABET INC$365.76-0.95%109.82%172.71%$18.2M0.78%1,022−1.6%
20SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$18.2M0.78%1,755−5.9%
21ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$17.3M0.74%+1,141+2.4%
22PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$17.1M0.73%25,052−17.5%
23NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$16.7M0.71%2,805−1.5%
24BRK/BBERKSHIRE HATHAWAY INC DEL$16.5M0.71%+1,490+4.5%
25GBTCGRAYSCALE BITCOIN TRUST ETF$46.80-5.15%-43.09%49.15%$16.4M0.70%4,126−1.3%
26TSLATESLA INC$391.00-6.56%32.48%70.69%$16.3M0.70%+886+2.1%
27PEPPEPSICO INC$141.92-0.16%14.71%5.94%$15.8M0.68%2,415−2.3%
28PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$15.8M0.67%1,796−1.6%
29LBLANDBRIDGE COMPANY LLC$72.723.47%-3.43%115.53%$15.5M0.66%+17,877+8.7%
30ABBVABBVIE INC$227.231.02%23.60%135.68%$15.3M0.65%+1,466+2.1%
31EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$15.3M0.65%947−0.2%
32WMBWILLIAMS COS INC$71.96-0.65%$14.7M0.63%1,712−0.8%
33QQQINVESCO QQQ TR$705.06-4.80%$14.4M0.61%330−1.3%
34WMWASTE MGMT INC DEL$220.400.63%$13.7M0.59%507−0.8%
35TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$13.6M0.58%+798+2.0%
36HDHOME DEPOT INC$310.780.27%$13.5M0.58%1,120−2.7%
37EMREMERSON ELEC CO$138.12-2.77%$12.9M0.55%+50+0.1%
38XBILRBB FD INC$50.060.02%$12.7M0.54%+79,744+45.9%
39PBTPERMIAN BASIN RTY TR$28.47-2.30%$12.7M0.54%+2,896+0.5%
40PNCPNC FINL SVCS GROUP INC$228.370.57%$12.2M0.52%+23,154+64.9%
41URIUNITED RENTALS INC$1067.77-1.55%$12.0M0.51%40−0.2%
42CATCATERPILLAR INC$904.28-3.85%$11.9M0.51%+239+1.4%
43MRKMERCK & CO INC$120.790.44%$11.6M0.49%1,894−1.9%
44IVVISHARES TR$740.91-2.62%$11.1M0.47%+998+6.3%
45SOFISOFI TECHNOLOGIES INC$16.03-6.53%$10.9M0.47%+27,971+4.3%
46BLKBLACKROCK INC$995.60-2.64%$9.6M0.41%+225+2.3%
47VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$9.5M0.41%+2,920+7.0%
48MUMICRON TECHNOLOGY INC$864.01-13.25%$9.4M0.40%3,297−10.6%
49AMDADVANCED MICRO DEVICES INC$466.38-10.86%$9.1M0.39%+3,881+9.5%
50COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$9.0M0.38%689−7.1%
51VZVERIZON COMMUNICATIONS INC$45.371.11%$8.8M0.38%10,176−5.5%
52ETENERGY TRANSFER L P$8.3M0.35%5,425−1.2%
53PFEPFIZER INC$26.041.36%$8.3M0.35%+12,344+4.4%
54OKEONEOK INC NEW$88.25-0.79%$7.9M0.34%3,112−3.4%
55HEHAWAIIAN ELEC INDS INC MTN B$13.640.70%$7.8M0.34%+68,555+14.9%
56VOOVANGUARD INDEX FDS$678.00-2.59%$7.7M0.33%+2,060+19.0%
57CMECME GROUP INC$257.400.52%$7.7M0.33%715−2.7%
58ANETARISTA NETWORKS INC$154.27-7.07%$7.5M0.32%+53,097+644.8%
59FNVFRANCO NEV CORP$218.74-7.31%$7.5M0.32%526−1.7%
60JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$7.4M0.32%1,940−1.5%
61CSCOCISCO SYS INC$121.64-6.43%$7.3M0.31%7,117−7.1%
62LOWLOWES COS INC$210.741.55%$7.2M0.31%+1,169+4.0%
63CRMSALESFORCE INC$185.66-1.64%$7.2M0.31%+1,019+2.7%
64QGENQIAGEN NV$36.68-2.34%$7.2M0.31%+180,630NEW
65CASYCASEYS GEN STORES INC$761.910.04%$7.2M0.31%748−7.0%
66KOCOCA COLA CO$79.483.46%$7.1M0.30%+330+0.4%
67NSCNORFOLK SOUTHN CORP$313.452.04%$7.1M0.30%80−0.3%
68DUKDUKE ENERGY CORP NEW$124.221.97%$6.9M0.29%+3,147+6.4%
69COWZPACER FDS TR$63.87-0.06%$6.8M0.29%4,355−3.9%
70ENBENBRIDGE INC$56.31-0.76%$6.7M0.29%693−0.6%
71ORCLORACLE CORP$213.68-9.59%$6.7M0.29%5,684−11.1%
72LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$6.6M0.28%+967+5.3%
73RIORIO TINTO PLC$100.69-4.47%$6.5M0.28%1,954−2.7%
74COPCONOCOPHILLIPS$117.14-1.75%$6.4M0.28%+2,421+5.2%
75MARMARRIOTT INTL INC NEW$392.511.87%$6.4M0.27%70−0.4%
76GLWCORNING INC$177.58-10.18%$6.4M0.27%+1,193+2.6%
77INFLLISTED FDS TR$50.75-3.24%$6.3M0.27%+4,419+3.8%
78WBIWATERBRIDGE INFRASTRUCTURE L$29.44-4.45%$6.3M0.27%+130,919+126.9%
79BXBLACKSTONE INC$115.35-2.70%$6.3M0.27%+1,756+3.3%
80BACBANK AMERICA CORP$53.83-0.63%$6.1M0.26%9,795−7.3%
81ACNACCENTURE PLC IRELAND$178.25-0.34%$6.0M0.26%+1,708+5.9%
82ABTABBOTT LABORATORIES$91.070.32%$6.0M0.26%+246+0.4%
83SOSOUTHERN CO$92.601.07%$6.0M0.26%4,310−6.5%
84VTIVANGUARD INDEX FDS$363.38-2.68%$5.9M0.25%+3,390+22.8%
85PAGPPLAINS GP HLDGS L P$24.46-1.33%$5.9M0.25%3,120−1.3%
86UNPUNION PAC CORP$272.323.19%$5.8M0.25%846−3.4%
87VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%$5.8M0.25%+18,839+26.2%
88HONHONEYWELL INTL INC$213.97-1.69%$5.8M0.25%335−1.3%
89MSBMESABI TR$24.700.47%$5.7M0.24%5,059−2.7%
90GLDSPDR GOLD TR$396.24-3.65%$5.5M0.24%640−4.7%
91GEVGE VERNOVA INC$933.61-3.09%$5.5M0.23%+124+2.0%
92TAT&T INC$22.75-0.09%$5.4M0.23%10,554−5.4%
93IHIISHARES TR$50.080.42%$5.3M0.23%1,204−1.2%
94MDTMEDTRONIC PLC$81.67-0.32%$5.3M0.23%+6,494+11.9%
95AMGNAMGEN INC$349.581.15%$5.3M0.23%395−2.6%
96NOWSERVICENOW INC$112.45-5.79%$5.1M0.22%+3,548+7.8%
97VTVVANGUARD INDEX FDS$212.02-1.36%$5.1M0.22%+2,663+11.4%
98BTCGRAYSCALE BITCOIN MINI TR ET$26.69-5.02%$5.1M0.22%+17,043+11.2%
99GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$5.1M0.22%+443+8.0%
100VUGVANGUARD INDEX FDS$85.93-3.62%$5.0M0.21%+1,852+19.4%
101BABOEING CO$5.0M0.21%+774+3.2%
102MSTRSTRATEGY INC$5.0M0.21%+543+1.4%
103AMATAPPLIED MATLS INC$4.9M0.21%1,361−8.6%
104RSPINVESCO EXCHANGE TRADED FD T$4.9M0.21%1,886−6.9%
105DEDEERE & CO$4.8M0.20%+54+0.6%
106LMTLOCKHEED MARTIN CORP$4.8M0.20%+88+1.1%
107LRCXLAM RESEARCH CORP$4.7M0.20%1,617−6.8%
108NEMNEWMONT CORP$4.7M0.20%1,429−3.2%
109GEGE AEROSPACE$4.7M0.20%779−4.5%
110NVSNOVARTIS AG$4.6M0.20%+369+1.2%
111BTIBRITISH AMERN TOB PLC$4.5M0.19%700−0.9%
112UBERUBER TECHNOLOGIES INC$4.5M0.19%428−0.7%
113ASMLASML HLDG NV$4.4M0.19%40−1.2%
114EWEDWARDS LIFESCIENCES CORP$4.3M0.19%959−1.7%
115DISDISNEY WALT CO$4.3M0.19%3,144−6.5%
116BKBANK NEW YORK MELLON CORP$4.3M0.19%222−0.6%
117MCDMCDONALDS CORP$4.2M0.18%523−3.7%
118SOBOSOUTH BOW CORP$4.2M0.18%+2,875+2.3%
119CBCHUBB LTD SWITZ$4.2M0.18%904−6.5%
120IRMIRON MTN INC DEL$4.2M0.18%1,152−2.7%
121ONEQFIDELITY COMWLTH TR$4.1M0.18%HELD
122BMYBRISTOL-MYERS SQUIBB CO$4.1M0.18%7,360−9.8%
123SJTSAN JUAN BASIN RTY TR$4.1M0.18%+115,580+15.7%
124WMT2WELLS FARGO & CO$4.1M0.17%+1,202+2.4%
125SLBSLB LIMITED$4.1M0.17%5,623−6.6%
126JPCNUVEEN PFD & INCOME OPPORTUN$4.1M0.17%+2,188+0.4%
127KMIKINDER MORGAN INC DEL$4.0M0.17%1,468−1.2%
128CTRACOTERRA ENERGY INC$4.0M0.17%15,718−12.3%
129NMMNAVIOS MARITIME PARTNERS LP$3.9M0.17%30,849−34.6%
130PANWPALO ALTO NETWORKS INC$3.9M0.17%+3,387+16.2%
131AMEAMETEK INC$3.9M0.17%465−2.5%
132XLUSELECT SECTOR SPDR TR$3.8M0.16%349−0.4%
133MAMASTERCARD INCORPORATED$3.8M0.16%509−6.2%
134CVSCVS HEALTH CORP$3.8M0.16%46,567−47.1%
135NOCNORTHROP GRUMMAN CORP$3.7M0.16%+83+1.5%
136PMPHILIP MORRIS INTL INC$3.7M0.16%257−1.2%
137SHELSHELL PLC$3.7M0.16%1,252−3.1%
138CLCOLGATE PALMOLIVE CO$3.6M0.16%258−0.6%
139CIBRFIRST TR EXCHANGE-TRADED FD$3.6M0.16%+5,267+10.0%
140MRVLMARVELL TECHNOLOGY INC$3.6M0.15%+3,436+10.4%
141MOALTRIA GROUP INC$3.5M0.15%+327+0.6%
142QCOMQUALCOMM INC$3.4M0.15%3,703−12.3%
143APDAIR PRODUCTS AND CHEMICALS I$3.4M0.14%+722+6.6%
144BKRBAKER HUGHES COMPANY$3.3M0.14%+98+0.2%
145SYKSTRYKER CORPORATION$3.3M0.14%+137+1.4%
146NFLXNETFLIX INC.$3.1M0.13%+12,469+61.6%
147FCXFREEPORT MCMORAN INC$3.1M0.13%1,843−3.4%
148GSLGLOBAL SHIP LEASE INC$3.1M0.13%200−0.2%
149KMBKIMBERLY-CLARK CORP$3.0M0.13%715−2.2%
150VRTVERTIV HOLDINGS CO$3.0M0.13%+200+1.7%
151SDVYFIRST TR EXCHANGE TRADED FD$3.0M0.13%508−0.7%
152HSYHERSHEY CO$3.0M0.13%+323+2.3%
153AXPAMERICAN EXPRESS CO$3.0M0.13%+18+0.2%
154SLVISHARES SILVER TR$2.9M0.13%8,395−16.3%
155FRDMEA SERIES TRUST$2.9M0.12%+2,348+4.6%
156IEMGISHARES INC$2.9M0.12%+1,423+3.5%
157DTHWISDOMTREE TR$2.9M0.12%+835+1.6%
158NOBLPROSHARES TR$2.9M0.12%717−2.6%
159GDXVANECK ETF TRUST$2.9M0.12%3,126−9.1%
160SCHGSCHWAB STRATEGIC TR$2.9M0.12%88−0.1%
161MCKMCKESSON CORP$2.9M0.12%80−2.4%
162FIXCOMFORT SYS USA INC$2.9M0.12%84−3.9%
163CSXCSX CORP$2.8M0.12%587−0.8%
164CTVACORTEVA INC$2.8M0.12%494−1.5%
165PHYSSPROTT ASSET MANAGEMENT LP$2.8M0.12%2,682−3.3%
166IJHISHARES TR$2.8M0.12%+2,900+7.7%
167SYYSYSCO CORP$2.7M0.12%1,386−3.6%
168SHWSHERWIN WILLIAMS CO$2.7M0.12%473−5.3%
169TRVTRAVELERS COMPANIES INC$2.7M0.11%+15+0.2%
170FTGSFIRST TR EXCHANGE-TRADED FD$2.7M0.11%+2,860+3.8%
171INDBINDEPENDENT BK CORP MASS$2.6M0.11%6,572−15.9%
172GILDGILEAD SCIENCES INC$2.6M0.11%1,726−8.5%
173IWMISHARES TR$2.6M0.11%+109+1.1%
174XLKSELECT SECTOR SPDR TR$2.5M0.11%215−1.1%
175VXUSVANGUARD STAR FDS$2.5M0.11%+3,575+12.5%
176TTTRANE TECHNOLOGIES PLC$2.5M0.11%+1,152+24.0%
177IBITISHARES BITCOIN TRUST ETF$2.5M0.10%2,778−4.2%
178IQLTISHARES TR$2.4M0.10%+2,067+4.1%
179CITHE CIGNA GROUP$2.4M0.10%89−1.0%
180QXOQXO INC$2.4M0.10%+88,490+252.9%
181ALLALLSTATE CORP$2.4M0.10%5,987−34.1%
182MDLZMONDELEZ INTL INC$2.4M0.10%138−0.3%
183XLFSELECT SECTOR SPDR TR$2.4M0.10%2,698−5.3%
184PHPARKER-HANNIFIN CORP$2.4M0.10%10−0.4%
185TDTORONTO DOMINION BK ONT$2.3M0.10%50−0.2%
186GEOSGEOSPACE TECHNOLOGIES CORP$2.3M0.10%385,350−66.9%
187ESEVERSOURCE ENERGY$2.3M0.10%1,271−3.7%
188KEYSKEYSIGHT TECHNOLOGIES INC$2.3M0.10%5−0.1%
189MMM3M CO$2.3M0.10%2,917−15.5%
190STTSTATE STR CORP$2.3M0.10%883−4.7%
191KLACKLA CORP$2.3M0.10%63−3.9%
192ICOWPACER FDS TR$2.3M0.10%+700+1.3%
193CNPCENTERPOINT ENERGY INC$2.3M0.10%500−0.9%
194DMLPDORCHESTER MINERALS L P$2.2M0.10%+1,960+2.4%
195WYWEYERHAEUSER CO$2.2M0.10%+12,435+15.8%
196IAUISHARES GOLD TR$2.2M0.09%6,308−20.1%
197NKENIKE INC$2.2M0.09%+17,037+69.1%
198FDLFIRST TR EXCHANGE-TRADED FD$2.2M0.09%+9,901+29.7%
199ICEINTERCONTINENTAL EXCHANGE IN$2.2M0.09%+542+4.1%
200ITAISHARES TR$2.2M0.09%+556+5.9%
201SNDKSANDISK CORP$2.2M0.09%+3,404NEW
202CEGCONSTELLATION ENERGY CORP$2.2M0.09%+35+0.5%
203TTETOTALENERGIES SE$2.1M0.09%818−3.4%
204BPBP PLC$2.1M0.09%5,080−10.1%
205STAGSTAG INDUSTRIAL INC$2.1M0.09%+800+1.4%
206ULUNILEVER PLC$2.1M0.09%5,272−12.4%
207EDCONSOLIDATED EDISON INC$2.1M0.09%4,250−18.7%
208ECGEVERUS CONSTR GROUP$2.1M0.09%25−0.1%
209BHPBHP BILLITON LIMITED$2.1M0.09%1,977−6.6%
210IJRISHARES TR$2.0M0.09%+496+3.1%
211XLISELECT SECTOR SPDR TR$2.0M0.09%+261+2.1%
212FGF&G ANNUITIES & LIFE INC$2.0M0.09%+18,739+30.7%
213PSXPHILLIPS 66$2.0M0.09%+780+7.6%
214UPSUNITED PARCEL SVCS INC$2.0M0.09%1,130−5.2%
215EMBISHARES TR$2.0M0.09%1,228−5.5%
216ABALLIANCEBERNSTEIN HLDG L P$2.0M0.09%176−0.3%
217SPYMSPDR SERIES TRUST$2.0M0.08%+2,860+12.5%
218HALHALLIBURTON CO$2.0M0.08%+3,473+7.5%
219FTNTFORTINET INC$2.0M0.08%628−2.6%
220TFCTRUIST FINL CORP$1.9M0.08%6,768−13.9%
221INTCINTEL CORP$1.9M0.08%+153+0.4%
222TGTTARGET CORP$1.9M0.08%+2,265+16.7%
223SCHWSCHWAB CHARLES CORP$1.9M0.08%+113+0.6%
224BEBLOOM ENERGY CORP$1.9M0.08%+295+2.1%
225DDOMINION ENERGY INC$1.9M0.08%3,106−9.3%
226PSLVSPROTT ASSET MANAGEMENT LP$1.8M0.08%14,605−16.2%
227FGDFIRST TR EXCHANGE-TRADED FD$1.8M0.08%+23,217+68.5%
228XLESELECT SECTOR SPDR TR$1.8M0.08%+1,779+6.4%
229EFAISHARES TR$1.8M0.08%+220+1.2%
230FLRTPACER FDS TR$1.8M0.08%+8,078+26.6%
231MGPIMGP INGREDIENTS INC NEW$1.8M0.08%+96,028NEW
232RGLDROYAL GOLD INC$1.8M0.08%+76+1.1%
233CMICUMMINS INC$1.8M0.08%95−2.8%
234VLOVALERO ENERGY CORP$1.8M0.08%1,910−21.1%
235BSXBOSTON SCIENTIFIC CORP$1.8M0.08%+1,572+5.9%
236DIASTATE STR SPDR DOW JONES IND$1.8M0.08%610−13.8%
237JCIJOHNSON CONTROLS INTERNATION$1.8M0.08%69−0.5%
238UUNITY SOFTWARE INC$1.7M0.07%+2,000+2.6%
239MFCMANULIFE FINL CORP$1.7M0.07%HELD
240AIRRFIRST TR EXCHANGE TRADED FD$1.7M0.07%+8,654+121.8%
241FPEFIRST TR EXCH TRADED FD III$1.7M0.07%1,114−1.2%
242AGIALAMOS GOLD INC$1.7M0.07%3,400−8.2%
243FITBFIFTH THIRD BANCORP$1.7M0.07%+1,995+5.8%
244KEYKEYCORP$1.7M0.07%2,617−3.0%
245ITWILLINOIS TOOL WKS INC$1.7M0.07%208−3.1%
246CALFPACER FDS TR$1.7M0.07%1,970−5.1%
247SPDNDIREXION SHARES ETF TRUST$1.7M0.07%+148,026+793.5%
248RCATRED CAT HLDGS INC$1.6M0.07%79,900−39.0%
249VWOVANGUARD INTL EQUITY INDEX F$1.6M0.07%+6,041+25.0%
250QQEWFIRST TR EXCHANGE-TRADED FD$1.6M0.07%+1,038+8.9%
251BHRBBURKE HERBERT FINL SVCS CORP$1.6M0.07%HELD
252VNOMVIPER ENERGY INC$1.6M0.07%3,577−9.4%
253BBARRICK MNG CORP$1.6M0.07%6,070−13.3%
254AEPAMERICAN ELEC PWR CO INC$1.6M0.07%75−0.6%
255CPCANADIAN PACIFIC KANSAS CITY$1.6M0.07%422−2.0%
256BGRBLACKROCK ENERGY & RES TR$1.6M0.07%+7,836+9.3%
257SEICSEI INVTS CO$1.6M0.07%13−0.1%
258VRTXVERTEX PHARMACEUTICALS INC$1.6M0.07%+77+2.2%
259IJTISHARES TR$1.6M0.07%+55+0.5%
260JEPQJ P MORGAN EXCHANGE TRADED F$1.6M0.07%+1,425+5.3%
261ZTSZOETIS INC$1.6M0.07%+54+0.4%
262IONQIONQ INC$1.6M0.07%+2,877+5.6%
263MPCMARATHON PETE CORP$1.5M0.07%1,315−17.2%
264TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.07%47−1.5%
265IBBISHARES TR$1.5M0.07%HELD
266CCITIGROUP INC$1.5M0.06%420−3.0%
267JEFJEFFERIES FINANCIAL GROUP IN$1.5M0.06%+6,150+20.2%
268ALCALCON AG$1.5M0.06%555−2.7%
269AVBAVALONBAY CMNTYS INC$1.5M0.06%+593+6.9%
270MIAXMIAMI INTL HLDGS INC$1.5M0.06%+25,672+199.9%
271GRIDFIRST TR EXCHANGE-TRADED FD$1.5M0.06%+4,013+81.5%
272OREALTY INCOME CORP$1.5M0.06%1,811−7.1%
273CRWDCROWDSTRIKE HLDGS INC$1.4M0.06%+33+0.9%
274NBISNEBIUS GROUP N.V.$1.4M0.06%+50+0.4%
275QQQMINVESCO EXCH TRADED FD TR II$1.4M0.06%+13+0.2%
276BUFRFIRST TR EXCHNG TRADED FD VI$1.4M0.06%7,826−15.5%
277SDCIUSCF ETF TR$1.4M0.06%+552+1.1%
278VONGVANGUARD SCOTTSDALE FDS$1.4M0.06%+444+3.5%
279VODVODAFONE GROUP PLC$1.4M0.06%6,898−6.8%
280STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.06%+837+30.3%
281COFCAPITAL ONE FINL CORP$1.4M0.06%397−4.9%
282FIWFIRST TR EXCHANGE-TRADED FD$1.4M0.06%1,007−6.9%
283RCLROYAL CARIBBEAN GROUP$1.4M0.06%25−0.5%
284NTRNUTRIEN LTD$1.4M0.06%20,983−53.1%
285XLVSELECT SECTOR SPDR TR$1.4M0.06%+600+6.7%
286HIGHARTFORD INSURANCE GROUP INC$1.4M0.06%46−0.4%
287CHKPCHECK POINT SOFTWARE TECH LT$1.4M0.06%100−1.0%
288GDGENERAL DYNAMICS CORP$1.4M0.06%28−0.7%
289IYWISHARES TR$1.4M0.06%+269+3.7%
290MBBISHARES TR$1.4M0.06%+1,048+7.9%
291AZNASTRAZENECA PLC$1.4M0.06%+6,886NEW
292WPCWP CAREY INC$1.3M0.06%300−1.5%
293KNGFIRST TR EXCHANGE-TRADED FD$1.3M0.06%1,081−3.8%
294GISGENERAL MILLS INC$1.3M0.06%2,195−5.7%
295MDYSTATE STR SPDR S&P MIDCAP 40$1.3M0.06%+639+41.4%
296DOWDOW HLDGS INC$1.3M0.06%+4,249+15.2%
297UNHUNITEDHEALTH GROUP INC$1.3M0.06%368−6.9%
298TXNTEXAS INSTRS INC$1.3M0.06%345−4.8%
299XYLXYLEM INC$1.3M0.06%+1,770+18.9%
300BDXBECTON DICKINSON & CO$1.3M0.06%552−6.1%
301VCITVANGUARD SCOTTSDALE FDS$1.3M0.06%+1,505+10.3%
302IPINTERNATIONAL PAPER CO$1.3M0.06%1,242−3.2%
303QQNITY ELECTRONICS INC$1.3M0.06%172−1.5%
304OXYOCCIDENTAL PETE CORP$1.3M0.06%3,613−15.1%
305RMTROYCE MICRO-CAP TR INC$1.3M0.06%2,070−1.7%
306DVNDEVON ENERGY CORP NEW$1.3M0.06%1,292−4.7%
307BNDXVANGUARD CHARLOTTE FDS$1.3M0.06%+1,395+5.4%
308FICSFIRST TR EXCHANGE TRADED FD$1.3M0.06%+248+0.8%
309RINGISHARES INC$1.3M0.06%3,545−17.8%
310CARRCARRIER GLOBAL CORPORATION$1.3M0.06%+232+1.0%
311ASTSAST SPACEMOBILE INC$1.3M0.06%+150+1.0%
312YUMYUM BRANDS INC$1.3M0.05%716−8.0%
313PPGPPG INDS INC$1.3M0.05%+272+2.3%
314IJKISHARES TR$1.3M0.05%HELD
315RSGREPUBLIC SVCS INC$1.3M0.05%476−7.6%
316RYROYAL BK CDA$1.3M0.05%325−4.0%
317APOAPOLLO GLOBAL MGMT INC$1.3M0.05%2,325−17.1%
318PULSPGIM ETF TR$1.3M0.05%+17,964+241.7%
319WTRGESSENTIAL UTILS INC$1.2M0.05%+903+3.0%
320XLCSELECT SECTOR SPDR TR$1.2M0.05%+856+8.3%
321MTBM & T BK CORP$1.2M0.05%1,621−21.3%
322KOSKOSMOS ENERGY LTD$1.2M0.05%+255,000+138.6%
323ARKKARK ETF TR$1.2M0.05%2,318−11.4%
324SPSMSPDR SERIES TRUST$1.2M0.05%75−0.3%
325GDXJVANECK ETF TRUST$1.2M0.05%1,750−14.8%
326SCHDSCHWAB STRATEGIC TR$1.2M0.05%+2,143+5.8%
327APAAPA CORPORATION$1.2M0.05%1,593−5.3%
328WPMWHEATON PRECIOUS METALS CORP$1.2M0.05%19,629−68.1%
329BKNGBOOKING HOLDINGS INC$1.2M0.05%+13+4.8%
330XSSPXNUVEEN S&P 500 DYNAMIC OVERW$1.2M0.05%+64,264+634.3%
331VGTVANGUARD WORLD FD$1.2M0.05%3−0.2%
332VYMIVANGUARD WHITEHALL FDS$1.2M0.05%625−4.7%
333GSKGSK PLC$1.2M0.05%1,251−5.5%
334GBCIGLACIER BANCORP INC NEW$1.2M0.05%230−0.9%
335VSTVISTRA CORP$1.2M0.05%+2,574+49.0%
336CIENCIENA CORP$1.2M0.05%HELD
337TTDTHE TRADE DESK INC$1.2M0.05%+3,588+7.5%
338PAASPAN AMERN SILVER CORP$1.2M0.05%1,338−5.9%
339IEFAISHARES TR$1.2M0.05%+537+4.4%
340JAAAJANUS DETROIT STR TR$1.2M0.05%+15,731+217.4%
341USBUS BANCORP$1.2M0.05%+361+1.7%
342IUSBISHARES TR$1.2M0.05%422−1.7%
343MDUMDU RES GROUP INC$1.1M0.05%1,467−2.6%
344LECOLINCOLN ELEC HLDGS INC$1.1M0.05%50−1.1%
345GGNGAMCO GLOBAL GOLD NAT RES &$1.1M0.05%HELD
346KWEBKRANESHARES TRUST$1.1M0.05%+3,629+10.0%
347GSGISHARES S&P GSCI COMMODITY-$1.1M0.05%1,958−5.3%
348TRPTC ENERGY CORP$1.1M0.05%800−4.3%
349SOLSSOLSTICE ADVANCED MATLS INC$1.1M0.05%+2,303+18.6%
350USMVISHARES TR$1.1M0.05%+243+2.1%
351ADMARCHER DANIELS MIDLAND CO$1.1M0.05%394−2.5%
352SBRSABINE RTY TR$1.1M0.05%119−0.8%
353KNFKNIFE RIVER CORP$1.1M0.05%628−4.5%
354GPIXGOLDMAN SACHS ETF TR$1.1M0.05%+128+0.6%
355RKTROCKET COS INC$1.1M0.05%+5,942+8.5%
356WESWESTERN MIDSTREAM PARTNERS L$1.1M0.05%+2,058+8.5%
357CEFSPROTT ASSET MANAGEMENT LP$1.1M0.05%+5,753+34.0%
358FDDFIRST TR EXCHANGE-TRADED FD$1.1M0.05%+34,106+133.0%
359CMCSACOMCAST CORP NEW$1.1M0.05%+5,026+15.7%
360LQDISHARES TR$1.0M0.04%+89+0.9%
361USHYISHARES TR$1.0M0.04%2,970−9.5%
362AGZISHARES TR$1.0M0.04%557−5.5%
363ADIANALOG DEVICES INC$1.0M0.04%+81+2.5%
364DDDUPONT DE NEMOURS INC$1.0M0.04%+473+2.1%
365PPAINVESCO EXCHANGE TRADED FD T$1.0M0.04%340−5.2%
366CLBCORE LABORATORIES INC$1.0M0.04%1,040−1.7%
367AEMAGNICO EAGLE MINES LTD$1.0M0.04%725−12.7%
368GTXGARRETT MOTION INC$1.0M0.04%1,750−3.0%
369VYMVANGUARD WHITEHALL FDS$1.0M0.04%+4,802+238.8%
370LINLINDE PLC$1.0M0.04%239−10.6%
371ROSTROSS STORES INC$1.0M0.04%1,055−18.6%
372IWRISHARES TR$996K0.04%539−5.0%
373ORIOLD REP INTL CORP$993K0.04%100−0.4%
374TLTISHARES TR$979K0.04%+120+1.1%
375DVYISHARES TR$977K0.04%+14+0.2%
376IVEISHARES TR$974K0.04%+649+16.4%
377ADPAUTOMATIC DATA PROCESSING IN$974K0.04%86−1.8%
378FTHIFIRST TR EXCHANGE TRADED FD$969K0.04%+20,435+93.7%
379ONDSONDAS INC$969K0.04%+20,375+23.5%
380DMXFISHARES TR$969K0.04%+121+1.0%
381OKLOOKLO INC$964K0.04%+4,570+30.7%
382PNRPENTAIR PLC$958K0.04%191−1.7%
383AFMCFIRST TR EXCHNG TRADED FD VI$958K0.04%+4,352+19.2%
384VFLOVICTORY PORTFOLIOS II$957K0.04%+6,600+37.4%
385GBXGREENBRIER COS INC$941K0.04%1,650−8.5%
386DELLDELL TECHNOLOGIES INC$941K0.04%+7+0.1%
387GEHCGE HEALTHCARE TECHNOLOGIES I$936K0.04%1,359−9.4%
388BHBBAR HBR BANKSHARES$935K0.04%500−1.7%
389MSIMOTOROLA SOLUTIONS INC$933K0.04%218−9.2%
390XLPSELECT SECTOR SPDR TR$933K0.04%+266+2.4%
391NFGNATIONAL FUEL GAS CO$926K0.04%+2,878+41.2%
392SMHVANECK ETF TRUST$926K0.04%+70+3.0%
393SGOVISHARES TR$926K0.04%+9,201NEW
394FTLSFIRST TR EXCH TRADED FD III$923K0.04%+4,048+44.6%
395ORLYOREILLY AUTOMOTIVE INC$921K0.04%1,212−10.8%
396SBUXSTARBUCKS CORP$921K0.04%+374+3.8%
397BSMBLACK STONE MINERALS L P$918K0.04%1,000−1.6%
398EFVISHARES TR$898K0.04%+1,681+16.2%
399HBANHUNTINGTON BANCSHARES INC$894K0.04%9,950−14.8%
400SJMSMUCKER J M CO$880K0.04%25−0.3%
401RDVYFIRST TR EXCHANGE TRADED FD$877K0.04%+909+7.6%
402ROKROCKWELL AUTOMATION INC$877K0.04%612−20.0%
403BUCKSIMPLIFY EXCHANGE TRADED FUN$874K0.04%+1,861+5.3%
404USFRWISDOMTREE TR$872K0.04%+169+1.0%
405MTZMASTEC INC$871K0.04%120−4.2%
406DIVIFRANKLIN TEMPLETON ETF TR$871K0.04%+1,788+8.9%
407MYEMYERS INDS INC$863K0.04%729−1.8%
408CGICCAPITAL GROUP INTERNATIONAL$862K0.04%+26,045NEW
409EVRGEVERGY INC$857K0.04%270−2.5%
410FASTFASTENAL CO$850K0.04%429−2.3%
411GLPGLOBAL PARTNERS LP$845K0.04%1,500−7.0%
412RDWREDWIRE CORPORATION$845K0.04%+99,414NEW
413XARSPDR SERIES TRUST$844K0.04%+32+1.0%
414SMCISUPER MICRO COMPUTER INC$842K0.04%1,988−5.1%
415METMETLIFE INC$842K0.04%165−1.4%
416SCHRSCHWAB STRATEGIC TR$838K0.04%+501+1.5%
417BABAALIBABA GROUP HLDG LTD$834K0.04%+1,043+18.6%
418AESAES CORP$825K0.04%733−1.2%
419QUALISHARES TR$825K0.04%+585+15.7%
420TSNTYSON FOODS INC$820K0.04%1,414−10.0%
421TYLTYLER TECHNOLOGIES INC$815K0.03%134−5.3%
422IYRISHARES TR$815K0.03%16−0.2%
423CLNECLEAN ENERGY FUELS CORP$810K0.03%5,210−1.6%
424DEODIAGEO PLC$808K0.03%611−5.3%
425GSLCGOLDMAN SACHS ETF TR$807K0.03%HELD
426SDYSPDR SERIES TRUST$799K0.03%+11+0.2%
427XELXCEL ENERGY INC$798K0.03%288−2.8%
428MPLXMPLX LP$796K0.03%550−3.8%
429FHNFIRST HORIZON CORPORATION$794K0.03%5,475−13.6%
430SPGIS&P GLOBAL INC$789K0.03%+99+5.6%
431RRXREGAL REXNORD CORPORATION$788K0.03%+167+4.1%
432AWKAMERICAN WTR WKS CO INC NEW$785K0.03%+221+4.0%
433AERAERCAP HOLDINGS NV$775K0.03%923−14.0%
434LANDGLADSTONE LD CORP$768K0.03%14,700−16.3%
435EBCEASTERN BANKSHARES INC$765K0.03%449−1.1%
436HLHECLA MINING COMPANY$762K0.03%+16,500+67.6%
437GOLYSTRATEGY SHS$761K0.03%+7,933+44.3%
438MKCMCCORMICK & CO INC$759K0.03%+11,890+375.7%
439CGGOCAPITAL GROUP GBL GROWTH EQT$758K0.03%+884+4.0%
440IEFISHARES TR$755K0.03%38,889−83.1%
441SUNSUNOCO LP/SUNOCO FIN CORP$752K0.03%56−0.5%
442AFLAFLAC INC$751K0.03%125−1.8%
443KHCKRAFT HEINZ CO$750K0.03%1,822−5.2%
444VOVANGUARD INDEX FDS$742K0.03%134−4.9%
445BGBUNGE GLOBAL SA$740K0.03%1,225−17.4%
446PFNPIMCO INCOME STRATEGY FD II$728K0.03%+2,034+2.0%
447ISRGINTUITIVE SURGICAL INC$722K0.03%6−0.4%
448VMBSVANGUARD SCOTTSDALE FDS$720K0.03%+435+2.9%
449IEURISHARES TR$716K0.03%96−0.9%
450MYIBLACKROCK MUNIYIELD QUALITY$714K0.03%+35,042+106.5%
451EIPIFIRST TR EXCHNG TRADED FD VI$714K0.03%+907+2.9%
452PRUPRUDENTIAL FINL INC$712K0.03%1,559−17.6%
453STZCONSTELLATION BRANDS INC$712K0.03%456−8.8%
454BABINVESCO EXCH TRADED FD TR II$711K0.03%+4,298+19.5%
455FEFIRSTENERGY CORP$711K0.03%+316+2.3%
456LINDLINDBLAD EXPEDITIONS HLDGS I$709K0.03%2,500−5.7%
457DBAINVESCO DB MULTI-SECTOR COMM$705K0.03%+883+3.5%
458IWOISHARES TR$700K0.03%+860+62.7%
459PAYXPAYCHEX INC$699K0.03%+329+4.5%
460ADBEADOBE INC$698K0.03%184−6.0%
461NVONOVO-NORDISK A S$698K0.03%+888+4.9%
462TBILRBB FD INC$695K0.03%3,659−20.8%
463GOVTISHARES TR$691K0.03%+4,202+16.2%
464EWJISHARES INC$690K0.03%+91+1.1%
465BCDFLISTED FDS TR$687K0.03%+2,450+12.3%
466INTUINTUIT$686K0.03%+656+70.5%
467MSMORGAN STANLEY$683K0.03%221−5.1%
468ULTAULTA BEAUTY INC$682K0.03%209−13.8%
469GAPGAP INC$680K0.03%27,400−49.4%
470CCJCAMECO CORP$677K0.03%3,100−33.2%
471IWFISHARES TR$672K0.03%+33+2.1%
472MOOVANECK ETF TRUST$672K0.03%1,150−12.6%
473SONYSONY GROUP CORP$668K0.03%3,844−10.7%
474AAALCOA CORP$661K0.03%3,315−25.0%
475EMNEASTMAN CHEM CO$657K0.03%981−10.2%
476PYPLPAYPAL HLDGS INC$657K0.03%+2,185+17.7%
477WECWEC ENERGY GROUP INC$653K0.03%+98+1.8%
478HOFTHOOKER FURNISHINGS CORPORATI$642K0.03%3,050−5.8%
479ICOPISHARES TR$641K0.03%+13,464NEW
480JPSTJ P MORGAN EXCHANGE TRADED F$639K0.03%+3,449+37.6%
481KKRKKR & CO INC$638K0.03%+331+5.0%
482NFTYFIRST TR EXCH TRD ALPHDX FD$638K0.03%HELD
483EQTEQT CORP$638K0.03%252−2.5%
484MLMMARTIN MARIETTA MATLS INC$637K0.03%34−3.0%
485TMUST-MOBILE US INC$636K0.03%475−13.6%
486DFACDIMENSIONAL ETF TRUST$630K0.03%HELD
487FTSMFIRST TR EXCHANGE-TRADED FD$630K0.03%178−1.7%
488PFFISHARES TR$627K0.03%2,341−10.2%
489LNGCHENIERE ENERGY INC$626K0.03%+431+24.3%
490REGNREGENERON PHARMACEUTICALS$620K0.03%+18+2.3%
491PPLPPL CORP$618K0.03%400−2.4%
492WELLWELLTOWER INC$617K0.03%+75+2.5%
493KRKROGER CO$615K0.03%+69+0.8%
494AJGGALLAGHER ARTHUR J & CO$612K0.03%+1,811+178.2%
495FANGDIAMONDBACK ENERGY INC$607K0.03%325−9.6%
496MOATVANECK ETF TRUST$601K0.03%295−4.5%
497TQQQPROSHARES TR$592K0.03%HELD
498DALDELTA AIR LINES INC$591K0.03%843−8.7%
499RIGTRANSOCEAN LTD$584K0.03%+69,250+367.4%
500FLNCFLUENCE ENERGY INC$583K0.02%+950+2.3%

Source: SEC EDGAR · accession 0001607239-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.