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Institutional

NorthCoast Asset Management LLC

CIK 0001665198
$4.31B
Reported AUM
484
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · NorthCoast Asset Management LLC · Q1 2026

AI · grounded in 13F

NorthCoast Asset Management LLC closed its position in WDAY, reducing its holdings by $30.8M. The fund established new positions in FNDX for $22.7M and DG for $22.3M. Additionally, the manager accumulated shares in MRVL, increasing its position by 7,770%.

Portfolio · Q1 2026

SPY$294.7MAAPL$252.6MNVDAMSFTIVVIBTGSPHQGOOGLOther$2.73BNL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE ST SPDR S&P500$737.55-2.58%24.51%79.50%$294.7M6.83%11,937−2.6%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$252.6M5.86%+14,046+1.4%
3NVDANVIDIA CORP$205.10-6.20%44.92%955.49%$173.2M4.01%+87,527+9.7%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$159.8M3.70%24,147−5.3%
5IVVISHARES TRUST$740.91-2.62%24.60%80.03%$157.3M3.65%49,680−17.1%
6IBTGISHARES TRUST$22.850.00%4.47%3.45%$104.2M2.42%166,007−3.5%
7SPHQINVESCO EXCHANGETRAD$84.95-2.19%20.46%81.63%$101.5M2.35%+347,905+34.7%
8GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$100.2M2.32%20,413−5.5%
9MBBISHARES TR$93.74-0.50%6.97%1.02%$67.4M1.56%+62,899+9.7%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$60.4M1.40%3,335−1.1%
11IBTHISHARES TRUST$22.330.02%4.38%1.14%$59.2M1.37%+696,718+35.9%
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$57.9M1.34%+4,499+2.5%
13METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$54.6M1.27%+1,995+2.1%
14AMDADV MICRO DEVICES$466.38-10.86%301.39%339.19%$52.0M1.21%+170,976+201.6%
15IEIISHARES$116.73-0.38%3.63%0.21%$46.3M1.07%+137,253+54.2%
16LRCXLAM RESEARCH CORPORA$303.28-9.85%253.80%400.87%$44.9M1.04%69,757−24.9%
17MUMICRON TECHNOLOGY$864.01-13.25%697.79%1041.92%$42.5M0.98%77,697−38.2%
18GMGENERAL MOTORS CO$82.11-1.33%75.11%50.40%$41.3M0.96%32,488−5.5%
19VRTXVERTEX PHARMA$446.831.15%-0.81%121.66%$40.6M0.94%7,490−7.6%
20GDGENERAL DYNAMICS$346.441.45%27.61%96.66%$39.5M0.92%6,184−5.1%
21CCITIGROUP INC$132.47-1.98%73.11%132.92%$37.9M0.88%44,057−11.6%
22SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$36.6M0.85%24,202−5.8%
23TMUST-MOBILE US INC$178.100.61%-26.20%29.32%$36.3M0.84%13,502−7.3%
24NEMNEWMONT CORPORATION$99.71-7.96%92.46%83.49%$35.1M0.81%22,985−6.6%
25UNHUNITEDHEALTH GRP INC$399.470.76%35.46%5.19%$34.6M0.80%1,200−0.9%
26SYKSTRYKER CORP$305.661.48%-19.61%18.51%$33.7M0.78%+65,098+173.8%
27GOOGALPHABET INC$365.76-0.95%109.82%172.71%$33.6M0.78%4,249−3.5%
28CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$33.0M0.77%+34,678+24.4%
29BACBANK OF AMERICA CORP$53.83-0.63%23.03%58.61%$33.0M0.76%19,532−2.8%
30BMYBRISTOL MYERS SQUIBB$57.271.18%24.21%3.16%$33.0M0.76%31,687−5.5%
31EQTEQT CORP$53.75-2.70%$31.5M0.73%10,278−2.0%
32IGSBISHARES TR$52.14-0.31%$30.6M0.71%+301,365+107.0%
33TSLATESLA INC$391.00-6.56%$29.6M0.68%+2,352+3.0%
34QCOMQUALCOMM INC$215.94-10.98%$27.5M0.64%17,388−7.5%
35FDXFEDEX CORP$331.000.91%$26.8M0.62%+46,486+162.1%
36IEMGISHARES INC$78.63-6.40%$26.7M0.62%+146,548+62.0%
37MRVLMARVELL TECHNOLOGY$263.47-16.74%$26.5M0.61%+263,715+7770.0%
38IGIBISHARES TR$52.69-0.57%$26.1M0.61%+320,763+188.2%
39CTSHCOGNIZANT TECH SOLNS$53.21-0.36%$25.7M0.60%+334,398+395.1%
40MCKMCKESSON CORP$775.662.47%$25.7M0.60%+4,216+16.6%
41JPMJPMORGAN CHASE & CO$312.370.48%$25.3M0.59%+4,108+5.0%
42CAHCARDINAL HEALTH INC$205.711.97%$25.3M0.59%16,475−12.1%
43EZUISHARES INC$68.411.15%$24.3M0.56%12,096−3.0%
44ALLALLSTATE CORP$24.1M0.56%+28,609+32.6%
45BINCBLACKROCK ETFTRUSTII$52.02-0.19%$23.2M0.54%+14,929+3.5%
46INTUINTUIT$296.76-1.73%$23.0M0.53%+16,561+45.2%
47RTXRTX CORPORATION$180.990.88%$22.8M0.53%+97,676+472.0%
48FNDXSCHWAB STRATEGIC TR$30.74-1.66%$22.7M0.53%+813,606NEW
49DGDOLLAR GEN CORP$103.700.17%$22.3M0.52%+187,652NEW
50CBOECBOE GLOBAL MARKET$281.91-1.44%$22.2M0.52%15,024−16.0%
51TSMTAIWAN SEMICONDUCTOR$415.17-6.69%$21.7M0.50%+52,761+463.3%
52IEFISHARES$93.62-0.53%$21.6M0.50%+3,448+1.5%
53NOWSERVICENOW INC$112.45-5.79%$21.5M0.50%+162,122+375.6%
54APHAMPHENOL CORPORATION$138.81-5.42%$20.4M0.47%+16,554+11.4%
55SHYISHARES$81.86-0.21%$20.1M0.47%3,513−1.4%
56HWMHOWMET AEROSPACE INC$251.901.03%$19.8M0.46%15,250−15.1%
57CVSCVS HEALTH CORP$95.931.17%$19.5M0.45%+222,781+462.3%
58FIXCOMFORT SYS USA INC$1843.94-3.69%$19.0M0.44%+13,357+3172.7%
59HLTHILTON WRLDWDE HLDGS$342.05-0.31%$18.3M0.42%11,194−15.7%
60BRK/BBERKSHIRE HATHAWAY$18.2M0.42%+822+2.2%
61IWDISHARES$236.42-1.91%$17.9M0.42%+42,513+102.6%
62IJHISHARES TRUST$73.95-2.00%$17.7M0.41%+50,962+24.1%
63PHPARKER HANNIFIN CORP$882.341.16%$17.7M0.41%+1,384+7.5%
64STIPISHARES$102.28-0.23%$17.4M0.40%+88,934+111.9%
65PDDPDD HOLDINGS$85.07-0.94%$17.3M0.40%+160,240+1811.2%
66VEEVVEEVA SYSTEMS INC$172.61-3.35%$17.1M0.40%+95,777+5930.5%
67CLCOLGATE PALMOLIVE CO$88.584.09%$16.8M0.39%+15,855+8.8%
68TXNTEXAS INSTRUMENTS$285.06-6.65%$16.6M0.39%5,575−6.1%
69WELLWELLTOWER OP INC$206.933.03%$15.9M0.37%+80,600NEW
70AMPAMERIPRISE FINANCIAL$454.66-0.09%$15.9M0.37%6,622−15.6%
71TELTE CONNECTIVITY$207.68-2.34%$15.8M0.37%13,740−15.4%
72UBERUBER TECHNOLOGIES$70.71-2.08%$15.3M0.35%+6,426+3.1%
73MAMASTERCARD INC$491.081.93%$15.1M0.35%+1,426+4.9%
74TRVTRAVELERS CO(THE)$303.253.35%$14.8M0.34%81,826−61.7%
75PLTRPALANTIR TECH INC$135.53-4.35%$14.8M0.34%+392+0.4%
76TIPISHARES TR$109.25-0.48%$14.8M0.34%9,394−6.5%
77EWJISHARES INC$90.72-3.62%$14.0M0.33%379−0.2%
78IJRISHARES TR$137.68-1.84%$14.0M0.32%+44,433+65.3%
79NEENEXTERA ENERGY INC$85.840.19%$13.9M0.32%3,514−2.3%
80ZSZSCALER INC$131.240.35%$13.9M0.32%+92,081+1357.1%
81ORCLORACLE CORP$213.68-9.59%$13.8M0.32%+2,396+2.6%
82XOMEXXON MOBIL CORP$149.92-1.39%$13.5M0.31%8,041−9.2%
83METMETLIFE INC$84.491.23%$13.4M0.31%+47,214+33.2%
84AMATAPPLIED MATERIALS$453.01-9.71%$13.4M0.31%28,192−41.9%
85CITHE CIGNA GROUP$289.483.14%$12.2M0.28%+33,590+273.9%
86DYNFBLACKROCK ETF TRUST$65.88-2.95%$12.2M0.28%334,360−61.4%
87AIGAMERN INTL GROUP INC$75.492.79%$12.2M0.28%+13,846+9.4%
88CVXCHEVRON CORP$187.31-0.55%$12.1M0.28%1,647−2.7%
89EWCISHARES INC$58.430.69%$12.1M0.28%2,009−0.9%
90CORCENCORA INC$275.041.75%$12.0M0.28%+4,276+12.6%
91TLHISHARES$99.200.35%$12.0M0.28%+19,771+20.0%
92NUENUCOR CORP$253.62-0.30%$11.9M0.27%5,999−7.9%
93PGRPROGRESSIVE CORP$204.024.42%$11.5M0.27%+48+0.1%
94JPSTJ P MORGAN EXCHANGE$50.41-0.04%$11.5M0.27%1,121,757−83.2%
95EMBISHARES$95.40-0.73%$11.5M0.27%34,850−22.2%
96AGGISHARES TR$98.17-0.50%$11.1M0.26%+5,450+5.1%
97PYPLPAYPAL HLDGS INC$41.29-3.42%$10.5M0.24%4,933−2.1%
98OKEONEOK INC$88.25-0.79%$10.5M0.24%29,230−20.1%
99EWUISHARES TR$46.590.45%$10.4M0.24%1,140−0.5%
100FTECFIDELITY COVINGTON T$280.711.96%$10.3M0.24%70,939−59.0%
101BKNGBOOKING HLDGS INC$10.2M0.24%+630+35.3%
102QQQINVESCO QQQ TR$10.0M0.23%544−3.0%
103CLOABLACKROCK ETF TRUST$9.8M0.23%+10,766+6.1%
104UPSUNITED PARCEL SERVIC$9.2M0.21%+24,723+35.8%
105AMLPALPS ETF TRUST$8.4M0.20%+159,937NEW
106IGFISHARES$8.4M0.20%+125,570NEW
107NFLXNETFLIX INC$8.4M0.19%1,295−1.5%
108MRKMERCK & CO INC$8.0M0.19%+24,856+59.3%
109BKBANK OF NEW YORK MEL$8.0M0.18%+10,255+18.0%
110MSMORGAN STANLEY$8.0M0.18%+1,922+4.1%
111AXPAMERICAN EXPRESS CO$7.9M0.18%219−0.8%
112IFRAISHARES TRUST INFRA$7.8M0.18%+135,847NEW
113VVISA INC$7.7M0.18%943−3.6%
114WMT2WELLS FARGO & CO$7.7M0.18%+29,109+43.2%
115JNJJOHNSON & JOHNSON$7.2M0.17%1,290−4.2%
116IDVISHARES$7.2M0.17%84,736−33.5%
117DVYISHARES$7.2M0.17%+2,259+5.0%
118TTCTORO CO$6.9M0.16%1,420−1.9%
119FLRNSPDR SER TR$6.8M0.16%+2,116+1.0%
120CWBSPDR SERIES TRUST$6.8M0.16%+3,989+5.7%
121COPCONOCOPHILLIPS$6.8M0.16%+41,964+453.3%
122ADIANALOG DEVICES INC$6.4M0.15%9,302−31.8%
123EPPISHARES$6.2M0.14%+116,515NEW
124ETNEATON CORPORATION$5.8M0.13%40−0.2%
125HYGISHARES TR$5.7M0.13%52,054−42.3%
126IGLBISHARES$5.6M0.13%+3,917+3.6%
127PANWPALO ALTO NETWORKS$5.6M0.13%4,434−11.4%
128IGOVISHARES TR$5.5M0.13%134,497−50.0%
129TMOTHERMO FISHER SCI$5.5M0.13%285−2.5%
130ACNACCENTURE PLC$5.4M0.12%66,077−71.0%
131LLYLILLY ELI & CO$5.3M0.12%2,538−30.4%
132FIDUFIDELITYCOVINGTON TR$5.2M0.12%69,981−53.8%
133DELLDELL TECHNOLOGIES IN$5.1M0.12%+2,914+10.3%
134MPCMARATHON PETROLEUM$5.0M0.12%+79+0.4%
135MOALTRIA GROUP INC$4.8M0.11%486−0.7%
136DPZDOMINOS PIZZA INC$4.8M0.11%+623+4.9%
137STXSEAGATE TECH HLDNGS$4.7M0.11%154−1.3%
138IBMINTL BUSINESS MCHN$4.6M0.11%+278+1.5%
139PEPPEPSICO INC$4.6M0.11%995−3.3%
140VLTOVERALTO CORPORATION$4.5M0.11%1,165−2.2%
141FISFIDELITY NATL INFO$4.5M0.10%+35,149+57.4%
142CEGCONSTELLATION ENERGY$4.5M0.10%52,818−76.6%
143FNDFSCHWAB STRATEGIC TR$4.5M0.10%+28,893+45.8%
144ONONON HOLDING AG$4.5M0.10%HELD
145MATWMATTHEWS INTL CORP$4.4M0.10%+170,000NEW
146ANETARISTA NETWORKS IN$4.3M0.10%133,747−79.1%
147FTNTFORTINET INC$4.3M0.10%+3,494+7.1%
148NDAQNASDAQ INC$4.3M0.10%+33,351+198.9%
149KRKROGER CO$4.3M0.10%36,531−38.3%
150ELESTEE LAUDER CO$4.1M0.10%+20,243+54.0%
151BSXBOSTON SCIENTIFIC$4.0M0.09%167,170−72.5%
152ODFLOLD DOMINION FGHT$3.9M0.09%+874+4.5%
153AMTAMERICAN TOWER CORP$3.9M0.09%+18,752+470.8%
154DUKDUKE ENERGY CORP$3.9M0.09%2,863−8.8%
155BIIBBIOGEN INC$3.8M0.09%193−0.9%
156CTRACOTERRA ENERGY INC$3.8M0.09%4,867−4.3%
157CHDCHURCH & DWIGHT INC$3.7M0.09%+359+0.9%
158FFORD MOTOR CO$3.7M0.09%+209,646+185.4%
159COSTCOSTCO WHSL CORP$3.7M0.09%68−1.8%
160SYYSYSCO CORP$3.7M0.09%9,439−15.4%
161KMBKIMBERLY CLARK CORP$3.7M0.09%+38,218NEW
162TLTISHARES TR$3.7M0.08%76,847−64.6%
163EUHYISHARES GLOBAL$3.6M0.08%+4,178+6.5%
164PGPROCTER AND GAMBLE$3.5M0.08%524−2.1%
165MINTPIMCO ENHANCED SHORT$3.4M0.08%+858+2.6%
166GBTCGRAYSCALE BITCOIN$3.4M0.08%+100+0.2%
167TKOTKO GROUP HOLDINGS$3.4M0.08%860−4.9%
168TFLOISHARES TR$3.4M0.08%170,026−72.0%
169TTWOTAKE-TWO INTERACTIVE$3.3M0.08%+4,072+31.8%
170VOOVANGUARD INDEX FDS$3.2M0.08%+23+0.4%
171MNSTMONSTER BEVERAGE CRP$3.2M0.07%+43,919NEW
172SNOWSNOWFLAKE INC$3.2M0.07%11−0.1%
173OTISOTIS WORLDWIDE CORP$3.1M0.07%+40,194NEW
174STZCONSTELLATION BRANDS$3.1M0.07%+2,320+12.7%
175ICEINTER CONTINENTAL EX$3.1M0.07%7,399−27.5%
176AVPTAVEPOINT INC$3.0M0.07%40,000−11.1%
177APPAPPLOVIN CORPORATION$3.0M0.07%133−1.7%
178PMPHILIP MORRIS INTL$3.0M0.07%1,193−6.2%
179INCYINCYTE CORPORATION$3.0M0.07%592−1.8%
180FHLCFIDELITYCOVINGTON TR$3.0M0.07%71,291−62.7%
181BEBLOOM ENERGY CORPOR$3.0M0.07%HELD
182DISWALT DISNEY CO$3.0M0.07%163,321−84.1%
183CFCF INDUSTRIES HLDGS$3.0M0.07%588−2.5%
184VTIVANGUARD INDEX TR$2.9M0.07%+531+6.1%
185ABNBAIRBNB INC$2.9M0.07%+1,508+6.9%
186SHWSHERWIN WILLIAMS CO$2.9M0.07%6,824−43.0%
187MUBISHARES TR$2.9M0.07%+620+2.3%
188GLDSPDR GOLD TR$2.9M0.07%+479+7.8%
189XYLXYLEM INC$2.8M0.07%64−0.3%
190DASHDOORDASH INC$2.8M0.07%2,248−10.6%
191FNCLFIDELITYCOVINGTON TR$2.8M0.07%149,336−78.8%
192VMCVULCAN MATERIALS CO$2.8M0.07%+10,303NEW
193APOAPOLLO GLOBAL MGMT$2.8M0.06%+1,941+8.5%
194IBMPISHARES TRUST$2.7M0.06%1,270−1.2%
195IBMOISHARES TRUST IBONDS$2.6M0.06%1,255−1.2%
196CATCATERPILLAR INC$2.6M0.06%100−2.6%
197PCGPG&E CORP$2.6M0.06%212,478−58.9%
198ADSKAUTODESK INC$2.6M0.06%685−6.0%
199FBTCFIDELITY WISE ORIG$2.6M0.06%+436+1.0%
200PODDINSULET CORP$2.5M0.06%+1,359+12.7%
201BKRBAKER HUGHES A GE CO$2.5M0.06%67,560−62.1%
202IWFISHARES$2.5M0.06%17−0.3%
203FMATFIDELITYCOVINGTON TR$2.4M0.06%54,416−56.4%
204ZTSZOETIS INC$2.4M0.05%382−1.9%
205FCXFREEPORT-MCMORAN INC$2.3M0.05%1,550−3.8%
206CCKCROWN HOLDINGS INC$2.3M0.05%620−2.6%
207CBCHUBB LIMITED$2.3M0.05%+250+3.7%
208BABOEING CO$2.3M0.05%254−2.2%
209NFGNATIONAL FUEL GAS CO$2.3M0.05%592−2.4%
210IEFAISHARES TR$2.3M0.05%+12,945+107.5%
211CLOIVANECK ETF TRUST$2.3M0.05%1,092−2.5%
212MTDRMATADOR RESOURCES$2.3M0.05%HELD
213OGEOGE ENERGY CORP$2.3M0.05%962−2.0%
214STESTERIS PLC$2.2M0.05%HELD
215AEEAMEREN CORPORATION$2.2M0.05%449−2.2%
216HSTHOST HOTELS & RESRTS$2.2M0.05%+113,746NEW
217LLOEWS CORP$2.2M0.05%741−3.5%
218BRK/ABERKSHIRE HATHAWAY$2.2M0.05%HELD
219INTCINTEL CORP$2.1M0.05%419−0.9%
220DALDELTA AIR LINES$2.1M0.05%1,031−3.2%
221HDHOME DEPOT INC$2.1M0.05%66−1.0%
222ATIATI INC$2.1M0.05%5,534−27.7%
223CSCOCISCO SYSTEMS INC$2.1M0.05%6,763−20.1%
224AIZASSURANT INC$2.0M0.05%230−2.4%
225BMRNBIOMARIN PHARMAC INC$2.0M0.05%2,700−7.1%
226AITAPPLIED INDL TECH$2.0M0.05%198−2.6%
227FUTYFIDELITYCOVINGTON TR$2.0M0.05%137,363−80.4%
228JLLJONES LANG LASALLE$2.0M0.05%+6,468NEW
229SOFISOFI TECHNOLOGIES$2.0M0.05%+500+0.4%
230SHOPSHOPIFY INC$2.0M0.05%+986+6.4%
231SLBSLB LIMITED$1.9M0.04%1,165−3.0%
232ACWXISHARES$1.9M0.04%+3,199+12.9%
233FSTAFIDELITYCOVINGTON TR$1.9M0.04%17,034−31.8%
234HEIHEICO CORP$1.9M0.04%HELD
235IVWISHARES$1.9M0.04%973−5.5%
236MCOMOODYS CORP$1.9M0.04%+2+0.0%
237ABTABBOTT LABS$1.9M0.04%2,497−11.9%
238MMM3M COMPANY$1.9M0.04%262−2.0%
239EXEEXPAND ENERGY CORP$1.9M0.04%+16,996NEW
240WMTWALMART INC$1.9M0.04%370−2.4%
241CELHCELSIUS HOLDINGS INC$1.8M0.04%+51,722NEW
242HSBCHSBC HLDGS PLC$1.8M0.04%+898+4.2%
243VODVODAFONE GRP PLC$1.8M0.04%+5,566+4.9%
244RSPINVESCO EXCHANGETRAD$1.8M0.04%207−2.2%
245FENYFIDELITYCOVINGTON TR$1.8M0.04%+52,730NEW
246SFSTIFEL FINL CORP$1.8M0.04%+7,631+46.2%
247TJXTJX COMPANIES INC$1.8M0.04%+555+5.2%
248SXISTANDEX INTL CORP$1.8M0.04%+6,968NEW
249KLACKLA CORPORATION$1.8M0.04%167−12.2%
250RITMRITHM CAPITAL CORP$1.8M0.04%3,330−1.8%
251EXPEEXPEDIA GROUP INC$1.7M0.04%170−2.2%
252RJFRAYMOND JAMES FINL$1.7M0.04%451−3.6%
253RYROYAL BANK CDA$1.7M0.04%+484+4.8%
254SCHBSCHWAB STRATEGIC TR$1.7M0.04%799−1.2%
255LMTLOCKHEED MARTIN CORP$1.7M0.04%532−16.3%
256CLSCELESTICA INC$1.6M0.04%+5,829NEW
257ROKROCKWELL AUTOMATION$1.6M0.04%+9+0.2%
258VSTVISTRA CORP$1.6M0.04%334−3.1%
259XLCSELECT SECTOR SPDR$1.6M0.04%40,936−74.3%
260ABBVABBVIE INC$1.6M0.04%1,175−14.1%
261NOCNORTHROP GRUMMAN CO$1.6M0.04%+8+0.4%
262GEHCGE HEALTHCARE TECHN$1.5M0.04%367−1.7%
263ADTADT INC$1.5M0.04%+230,775NEW
264KGCKINROSS GOLD CORP$1.5M0.03%+1,973+4.2%
265ITOTISHARES TRUST CORE$1.5M0.03%+360+3.5%
266ARGXARGENX SE$1.5M0.03%+87+4.5%
267COHRCOHERENT CORP$1.5M0.03%+1,902+44.5%
268ZETAZETA GLOBAL HOLDINGS$1.5M0.03%HELD
269MCDMCDONALDS CORP$1.5M0.03%180−3.7%
270UBSUBS AG$1.4M0.03%+1,460+4.1%
271ELFE L F BEAUTY INC$1.4M0.03%+23,185NEW
272CCL1EURCARNIVAL CORP$1.4M0.03%+54,269NEW
273BKLNINVESCO EXCHNG TRADE$1.4M0.03%73,423−51.7%
274SAPSAP SE$1.4M0.03%+8,179NEW
275HUBSHUBSPOT INC$1.4M0.03%30−0.5%
276GEGE AEROSPACE$1.4M0.03%+783+18.9%
277AEMAGNICO EAGLE MINES$1.4M0.03%+6,766NEW
278SPGIS&P GLOBAL INC$1.4M0.03%66−2.0%
279HIGHARTFORD INSURANCE$1.4M0.03%2−0.0%
280HEI/AHEICO CORP NEW$1.3M0.03%+3+0.0%
281IWBISHARES$1.3M0.03%+105+2.9%
282KOCOCA-COLA CO$1.3M0.03%+5,329+44.5%
283MGAMAGNA INTL INC$1.3M0.03%+23,445NEW
284GEVGE VERNOVA INC$1.3M0.03%+503+51.2%
285CTVACORTEVA INC$1.3M0.03%17,142−52.6%
286VIPSVIPSHOP HLDGS LTD$1.3M0.03%+3,190+4.0%
287IWMISHARES$1.3M0.03%928−15.1%
288EWTISHARES INC$1.3M0.03%+10,416+138.3%
289DEDEERE & CO$1.3M0.03%142−5.9%
290KTKT CORPORATION$1.3M0.03%+1,553+2.7%
291EQIXEQUINIX INC$1.2M0.03%211−14.2%
292TDTORONTO DOMINION BK$1.2M0.03%+13,302NEW
293EFAISHARES$1.2M0.03%34−0.3%
294KEYSKEYSIGHT TECHNOLOGS$1.2M0.03%1,035−19.2%
295FCOMFIDELITY COVINGTON$1.2M0.03%86,841−82.8%
296EFXEQUIFAX INC$1.2M0.03%+3+0.0%
297ALVAUTOLIV INC$1.2M0.03%+11,448NEW
298AONAON PLC$1.2M0.03%+1+0.0%
299AMGNAMGEN INC$1.2M0.03%74−2.1%
300ALGNALIGN TECH INC$1.2M0.03%+4+0.1%
301ADBEADOBE INC$1.2M0.03%9,100−65.5%
302MARMARRIOTT INTL INC$1.2M0.03%50−1.4%
303DKNGDRAFTKINGS INC$1.2M0.03%+4,047+8.2%
304NVRNVR INC$1.1M0.03%38−18.0%
305CTASCINTAS CORP$1.1M0.03%36−0.5%
306VZVERIZON COMMUNICATIO$1.1M0.03%298,815−93.1%
307ORLYOREILLY AUTOMOTIVE I$1.1M0.03%+10+0.1%
308WRBBERKLEY W R CORP$1.1M0.03%+11+0.1%
309RMBSRAMBUS INC$1.1M0.03%HELD
310LHXL3HARRIS TECHNOLOGIE$1.1M0.03%60−1.9%
311GVIPGOLDMAN SACHS ETF$1.1M0.03%HELD
312ADPAUTOMATIC DATA PROC$1.1M0.03%118−2.2%
313COFCAPITAL ONE FINL CO$1.1M0.02%+47+0.8%
314BBWBUILD A BEAR WORKSHP$1.1M0.02%HELD
315CSLCARLISLE COS INC$1.1M0.02%+41+1.3%
316AERAERCAP HOLDINGS$1.0M0.02%+290+4.0%
317OBKORIGIN BANCORP INC$1.0M0.02%HELD
318DRTSALPHA TAU MEDICAL LT$1.0M0.02%10,720−6.8%
319CINFCINCINNATI FINL CORP$1.0M0.02%307−4.5%
320EWSISHARES INC$1.0M0.02%+6,111+20.5%
321IYYISHARES$1.0M0.02%+14+0.2%
322DOCNDIGITALOCEAN HOLDING$996K0.02%381−3.2%
323UNPUNION PAC CORP$971K0.02%72−1.8%
324EBAYEBAY INC$969K0.02%39−0.4%
325ENSGENSIGN GROUP INC$967K0.02%HELD
326TSNTYSON FOODS INC$965K0.02%+15,065NEW
327TOLTOLL BROTHERS INC$942K0.02%4−0.1%
328AJGGALLAGHER ARTHR J&CO$939K0.02%16−0.4%
329SMCISUPER MICRO COMPUTER$926K0.02%1,080−2.6%
330DHRDANAHER CORP$925K0.02%637−11.5%
331EWYISHARES INC$924K0.02%+1,244+19.9%
332PHMPULTEGROUP INC$921K0.02%+7,830NEW
333AXONAXON ENTERPRISE INC$903K0.02%HELD
334SBUXSTARBUCKS CORP$902K0.02%1−0.0%
335CARRCARRIER GLOBAL CORP$897K0.02%+13+0.1%
336MSIMOTOROLA SOLUTIONS$896K0.02%338−14.1%
337ISRGINTUITIVE SURGIC INC$893K0.02%1−0.1%
338TAT&T INC$879K0.02%15,638−34.0%
339SHELSHELL PLC$869K0.02%11,292−54.7%
340PNCPNC FINL SVCS GRP$868K0.02%2,250−35.1%
341TQQQPROSHARES TR$854K0.02%HELD
342HDBHDFC BANK LTD$823K0.02%+1,555+4.9%
343HONHONEYWELL INTL INC$820K0.02%+3,626NEW
344WDCWESTERN DIGITAL CORP$815K0.02%+3,013NEW
345PRCTPROCEPT BIOROBOTICS$813K0.02%HELD
346VEAVANGUARD TAX MANAGED$803K0.02%+7,092+130.3%
347CSXCSX CORP$803K0.02%2−0.0%
348CBSHCOMMERCE BANCSHARES$802K0.02%1,551−8.7%
349EDCONSOLDTD EDISON INC$802K0.02%+335+5.0%
350GILDGILEAD SCIENCES INC$800K0.02%+468+8.9%
351EWGISHARES$785K0.02%+3,283+19.9%
352XLKSELECT SECTOR SPDR$778K0.02%+944+19.2%
353BXBLACKSTONE INC$775K0.02%+417+6.6%
354EWQISHARES$773K0.02%+3,004+20.3%
355TOSTTOAST INC$770K0.02%HELD
356SOXLDIREXION SHS ETF TR$763K0.02%75−0.5%
357MRSHMARSH$762K0.02%185−4.0%
358SNDKSANDISK CORP$756K0.02%+1,189NEW
359IVEISHARES$755K0.02%+197+5.8%
360EWLISHARES INC$752K0.02%+2,159+20.3%
361ETENERGY TRANSFER L P$751K0.02%4,435−10.2%
362AEPAMERN ELEC PWR INC$743K0.02%+415+7.9%
363CRWDCROWDSTRIKE HOLDIN$741K0.02%+9+0.5%
364VLUEISHARES TR$732K0.02%HELD
365PPGPPG INDUSTRIES INC$707K0.02%+39+0.6%
366AAONAAON INC$696K0.02%+480+6.0%
367VGTVANGUARD SECTOR INDE$680K0.02%+274+39.1%
368AZOAUTOZONE INC$661K0.02%3,430−94.6%
369NVDLGRANITESHARES ETF TR$660K0.02%HELD
370GIBCGI INC$658K0.02%HELD
371GSGOLDMAN SACHS GROUP$657K0.02%+26+3.5%
372ALNYALNYLAM PHARMACUETCL$648K0.02%+3+0.2%
373EXELEXELIXIS INC$638K0.01%HELD
374ESEVERSOURCE ENERGY$612K0.01%1−0.0%
375EWEDWARDS LIFESCIENCE$607K0.01%7,404−49.4%
376KBHKB HOME$606K0.01%+11,711NEW
377TERTERADYNE INC$605K0.01%336−14.1%
378ENORISHARES MSCI$604K0.01%+16,354NEW
379PAVEGLOBAL X FDS US$600K0.01%29−0.2%
380REGNREGENERON PHARMCTCLS$585K0.01%5−0.7%
381QUALISHARES TR$584K0.01%325−9.6%
382GIISPDR INDEX SHS$582K0.01%107,292−93.3%
383ENPHENPHASE ENERGY$576K0.01%HELD
384LITELUMENTUM HLDGS INC$575K0.01%173−17.5%
385MDTMEDTRONIC PLC$567K0.01%+2,144+48.7%
386TYLTYLER TECHN INC$561K0.01%+2+0.1%
387EWHISHARES$553K0.01%+23,956NEW
388VTVVANGUARD INDEX TR$550K0.01%+822+41.5%
389MELIMERCADOLIBRE INC$548K0.01%98−23.6%
390IFFINTL FLAVORS & FRAGR$547K0.01%HELD
391MSTRSTRATEGY INC$547K0.01%+68+1.6%
392FXIISHARES$543K0.01%11,348−42.9%
393VUGVANGUARD INDEX TR$533K0.01%3−0.2%
394LYVLIVE NATION ENTERTAN$527K0.01%+3,458NEW
395TECLDIREXION SHS$520K0.01%HELD
396GXOGXO LOGISTICS INCORP$515K0.01%HELD
397PRUPRUDENTIAL FINL$514K0.01%3−0.1%
398SNXTD SYNNEX CORPORATIO$513K0.01%+3,040NEW
399BPBP PLC$512K0.01%+374+3.6%
400BBYBEST BUY INC$510K0.01%+238+3.1%
401NTRSNORTHERN TR CORP$505K0.01%2−0.1%
402DTEDTE ENERGY CO$496K0.01%44−1.3%
403HOODROBINHOOD MARKETS IN$481K0.01%15−0.2%
404DDOMINION ENERGY INC$469K0.01%+14+0.2%
405CMICUMMINS INC$461K0.01%1,095−56.1%
406NTRANATERA INC$450K0.01%HELD
407ICSHISHARES TR$450K0.01%HELD
408SHVISHARES$444K0.01%HELD
409FICOFAIR ISAAC INC$443K0.01%HELD
410LOWLOWES CO$442K0.01%+290+18.3%
411RVTYREVVITY INC$439K0.01%2−0.0%
412HCAHCA HEALTHCARE$430K0.01%+907NEW
413DEODIAGEO P L C$427K0.01%+215+3.9%
414THCTENET HEALTHCARE$418K0.01%HELD
415ASMLASML HLDS NV NY$418K0.01%297−48.5%
416DGROISHARES TR$414K0.01%+24+0.4%
417AURAURORA INNOVATION IN$412K0.01%HELD
418DLNWISDOMTREE TR$410K0.01%+19+0.4%
419SPYMSPDR SERIES TRUST$406K0.01%+1,149+27.6%
420ALAIR LEASE CORP$403K0.01%+1,105+21.7%
421DOWDOW INC$400K0.01%407−4.1%
422SPYVSPDR DJ WL LG CP VL$396K0.01%9,010−56.3%
423ONON SEMICONDUCTOR CRP$391K0.01%553−8.1%
424SFMSPROUTS FMRS MKT I$386K0.01%+5,002NEW
425FISVFISERV INC$385K0.01%74−1.1%
426NRGNRG ENERGY INC$382K0.01%+529+25.4%
427FOXFOX CORPORATION$377K0.01%+671+10.4%
428SCHDSCHWAB STRATEGIC T$366K0.01%211−1.7%
429IAUISHARES GOLD TRUST$362K0.01%1,833−30.8%
430BABAALIBABA GROUP HLDG$360K0.01%1,242−30.2%
431WMWASTE MANAGEMENT INC$359K0.01%+174+12.6%
432ETHEGRAYSCALE ETHEREUM$356K0.01%+2+0.0%
433CIENCIENA CORPORATION$356K0.01%+917NEW
434SSNCSS&C TECH HLDGS$350K0.01%+797+18.2%
435GLWCORNING INCORPORATED$344K0.01%+2,532NEW
436KMIKINDER MORGAN INC$339K0.01%+2,130+26.7%
437SOSOUTHERN CO$337K0.01%+188+5.7%
438CMCSACOMCAST CORP$335K0.01%+3,034+35.1%
439MDLZMONDELEZ INTL INC$335K0.01%+95+1.7%
440PFEPFIZER INC$321K0.01%245,104−95.5%
441KKRKKR & CO INC$314K0.01%+3,393NEW
442VOVANGUARD INDEX TR$312K0.01%+1,086NEW
443YUMYUM BRANDS INC$306K0.01%933−32.2%
444EPDENTERPRISE PRODS$306K0.01%5,341−39.8%
445BILSPDR SER TR$304K0.01%+16+0.5%
446CCJCAMECO CORP$302K0.01%+2,780NEW
447BIDUBAIDU INC$293K0.01%HELD
448LUMNLUMEN TECHNOLOGIES$287K0.01%HELD
449IBITISHARES BITCOIN TR$285K0.01%469−5.9%
450PSXPHILLIPS 66$284K0.01%3−0.2%
451VHTVANGUARD WORLD FDS$282K0.01%+107+11.5%
452IMTMISHARES TR$277K0.01%HELD
453GDXJVANECK ETF TRUST$276K0.01%HELD
454ARESARES MANAGEMENT CORP$276K0.01%+2,527NEW
455BLKBLACKROCK INC$275K0.01%+2+0.7%
456STEXSTREAMEX CORP$269K0.01%HELD
457SPSKTIDAL TRUST I$266K0.01%+14,858NEW
458EXLSEXLSERVICE HOLDINGS$261K0.01%+3+0.0%
459ETRENTERGY CORP$252K0.01%12−0.5%
460APDAIR PRODS & CHEMS$252K0.01%43−4.7%
461HSYTHE HERSHEY COMPANY$249K0.01%19−1.6%
462VLOVALERO ENERGY CORP$245K0.01%+993NEW
463PLXSPLEXUS CORP$243K0.01%+1,200NEW
464ROKUROKU INC$242K0.01%2−0.1%
465DIASPDR DOW JONES INDL$241K0.01%798−60.5%
466ENTGENTEGRIS INC$240K0.01%+2,046NEW
467CRUSCIRRUS LOGIC INC$233K0.01%283−14.9%
468MDBMONGODB INC$227K0.01%+925NEW
469JEPIJ P MORGAN ETF$225K0.01%+3,969NEW
470ARCCARES CAP CORP$220K0.01%HELD
471URBNURBAN OUTFITTERS$219K0.01%HELD
472IWVISHARES$214K0.00%+577NEW
473USMVISHARES TR$213K0.00%294−11.3%
474KMXCARMAX INC$212K0.00%+5,092NEW
475EAELECTRONIC ARTS INC$209K0.00%18−1.7%
476GSATGLOBALSTAR INC$206K0.00%+3,099NEW
477DTMDT MIDSTREAM INC$206K0.00%+1,527NEW
478SOLVSOLVENTUM CORPORATIN$206K0.00%331−9.5%
479SWKSSKYWORKS SOLUTIONS$205K0.00%+521+15.7%
480FITBFIFTH THIRD BANCORP$205K0.00%+4,420NEW
481AGYSAGILYSYS INC$203K0.00%+101+3.7%
482DPGDUFF&PHELPS UTIL&INF$144K0.00%HELD
483MARAMARA HOLDINGS INC$131K0.00%HELD
484URGUR-ENERGY INC$44K0.00%+29,583NEW
485WDAYWORKDAY INC143,532EXITED
486VCITVANGUARD SCOTTSDALE FDS243,359EXITED
487VCSHVANGUARD SCOTTSDALE FDS193,488EXITED
488VGITVANGUARD SCOTTSDALE FDS168,785EXITED
489VGSHVANGUARD SCOTTSDALE FDS133,927EXITED
490VWOBVANGUARD WHITEHALL FDS111,490EXITED
491CCICROWN CASTLE INC47,585EXITED
492PCARPACCAR INC34,559EXITED
493ISHGISHARES TR49,622EXITED
494REMISHARES TR163,402EXITED
495DRIDARDEN RESTAURANTS INC15,335EXITED
496EOGEOG RES INC25,720EXITED
497DLRDIGITAL RLTY TR INC16,983EXITED
498LNCLINCOLN NATL CORP IND49,233EXITED
499OVVOVINTIV INC52,231EXITED
500BOXBOX INC63,521EXITED

Source: SEC EDGAR · accession 0001765380-26-000207. 13F discloses long positions only — shorts, foreign equities, and options are excluded.