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PIN OAK INVESTMENT ADVISORS INC

CIK 0001094584
$141,397
Reported AUM
503
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · PIN OAK INVESTMENT ADVISORS INC · Q1 2026

AI · grounded in 13F

PIN OAK INVESTMENT ADVISORS INC increased its position in LDOS by 1,320.14%. The fund also established a new position in Smith Intl Inc with a $753 investment. Conversely, the fund reduced its holdings in IWF by 38.23% and SPY by 17.66%.

Portfolio · Q1 2026

KRP$8,361AAPLXOMEPDETTXOGOOGLHHHHONMNRNOGEOGOther$84,814PI

Top holdings· first 500 of 503

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1KRPKimbell Royalty Partners LP$15.26-1.17%26.11%130.11%$8K5.91%2,714−0.5%
2AAPLApple Inc$307.34-1.25%51.31%116.17%$7K4.96%10−0.0%
3XOMExxon Mobil Corp$149.92-1.39%48.36%212.97%$6K4.18%1,315−3.6%
4EPDEnterprise Prods Part LP$37.81-0.97%28.31%139.92%$5K3.55%5,825−4.2%
5ETEnergy Transfer Partn LP$19.39-1.17%16.51%191.92%$5K3.23%2,325−1.0%
6TXOTXO Partners LP$13.44-2.47%-0.63%-18.97%$5K3.21%+5,203+1.5%
7GOOGLAlphabet Inc. Class A$368.53-0.98%112.92%175.80%$4K2.95%64−0.4%
8HHHHoward Hughes Holdings Inc$65.13-0.20%-5.11%-26.31%$4K2.72%367−0.6%
9HONHoneywell Intl Inc$213.97-1.69%1.40%7.72%$3K2.40%10−0.1%
10MNRMach Natural Resource LP$13.45-2.18%16.04%12.36%$3K2.38%1,442−0.6%
11NOGNorthern Oil And Gas$20.98-4.11%-21.95%49.41%$3K2.29%605−0.6%
12EOGEog Resources Inc$137.78-2.20%25.11%141.99%$3K2.23%175−0.8%
13NGNovagold Res Inc F$7.33-10.50%74.11%-6.27%$3K2.07%+16,065+5.2%
14CVXChevron Corp$187.31-0.55%39.19%125.88%$3K1.80%+240+2.0%
15BRK/BBerkshire Hathaway Class B$2K1.76%37−0.7%
16PLTRPalantir Technologies In Class A$135.53-4.35%6.11%524.27%$2K1.74%301−1.8%
17GLDSPDR Gold Shares ETF$396.24-3.65%29.84%133.33%$2K1.73%+65+1.2%
18WMTWalMart Inc$118.880.97%22.99%166.67%$2K1.42%75−0.5%
19MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$2K1.35%+823+19.0%
20GOOGAlphabet Inc. Class C$365.76-0.95%109.82%172.71%$2K1.34%36−0.5%
21SPYSPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$2K1.28%594−17.7%
22GSGoldman Sachs Group$1038.68-4.94%72.57%212.75%$2K1.23%HELD
23JNJJohnson & Johnson$232.772.02%53.90%55.59%$2K1.22%45−0.6%
24PAGPPlains GP HLDGS$24.46-1.33%42.49%236.18%$2K1.18%1,080−1.5%
25LDOSLeidos HLDGS Inc$124.43-0.11%-15.19%24.27%$2K1.12%+9,505+1320.1%
26NVDANvidia Corp$205.10-6.20%44.92%955.49%$2K1.09%+129+1.5%
27TSMTaiwan Semiconductr F Sponsored ADR$415.17-6.69%104.85%285.24%$2K1.09%305−6.3%
28AEMAgnico Eagle Mines F$163.66-7.41%40.03%184.98%$1K1.04%+1,245+20.8%
29TXNTexas Instruments$285.06-6.65%52.30%72.38%$1K0.86%35−0.6%
30BACBank Of America Corp$53.83-0.63%23.03%58.61%$1K0.85%HELD
31SHELShell PLC F Unsponsored ADR$85.40-1.53%$1K0.83%185−1.4%
32HALHalliburton Co HLDG$39.18-4.95%$9630.68%HELD
33IWFiShares Russell 1000 Growth ETF$122.69-3.26%$9610.68%1,395−38.2%
34AMZNAmazon.Com Inc Forward Split$246.03-3.06%$9260.65%241−5.1%
35MANHManhattan Associates Inc$147.64-1.95%$9160.65%58−0.8%
36WMT2Wells Fargo & Co$8990.64%15−0.1%
37HIOWestrn Asst High Incm Op$3.57-0.83%$8460.60%1,250−0.5%
38JPMJPMorgan Chase & Co$312.370.48%$8310.59%226−7.4%
39STRVStrive 500 ETF$47.64-2.68%$8030.57%3,306−14.7%
40ADIAnalog Devices Inc$401.39-6.38%$8020.57%HELD
41BXBlackstone Inc$115.35-2.70%$7540.53%+388+6.3%
42Smith Intl Inc$7530.53%+5,266NEW
43KMIKinder Morgan Inc$31.68-0.06%$7260.51%+7,800+56.4%
44BRK/ABerkshire Hathaway Inc Class A$7180.51%HELD
45QQQInvsc QQQ Trust SRS 1 ETF$705.06-4.80%$7100.50%171−12.2%
46PFEPfizer Inc$26.041.36%$6810.48%308−1.3%
47COPConocophillips$117.14-1.75%$6630.47%HELD
48INTCIntel Corp$99.17-11.28%$6120.43%HELD
49ABBVAbbvie Inc$227.231.02%$6120.43%HELD
50CSCOCisco Systems Inc$121.64-6.43%$5900.42%HELD
51PAAPlains All American P LP$22.60-1.40%$5900.42%1,000−3.6%
52XEVVXEaton Vance Limited Dura$10.160.00%$5880.42%1,135−1.8%
53PPTPutnam Premier Income CF$3.44-0.86%$5770.41%1,350−0.8%
54SIRISiriusxm HLDGS Inc$27.01-2.81%$5710.40%267−1.1%
55HOODRobinhood MKTS Inc Class Class A$82.47-6.63%$5640.40%196−2.4%
56LOWLowes Companies Inc$210.741.55%$5540.39%33−1.4%
57PPLTAbrdn Physical Platinum Shares ETF$16.18-5.98%$5350.38%HELD
58SLViShares Silver Trust ETF$61.57-8.08%$5070.36%HELD
59BTZBlackRock Credit Allocat$10.10-0.20%$5020.36%450−0.9%
60ARAntero Resources Cor$35.56-4.15%$4950.35%HELD
61GTGoodyear Tire Rubber$5.710.88%$4940.35%600−0.8%
62RTXRaytheon Technologies Co$180.990.88%$4820.34%HELD
63DSLDoubleline Income Soluti$10.88-0.27%$4790.34%HELD
64MPCMarathon Pete Corp$262.01-1.89%$4490.32%HELD
65AVGOBroadcom Inc$385.73-7.92%$4350.31%+184+15.1%
66ACPAberdeen Income Credit Strategies Fund$5.21-0.38%$4340.31%HELD
67GEVGE Vernova Inc$933.61-3.09%$4220.30%HELD
68TRVTravelers$303.253.35%$4070.29%350−20.1%
69MRKMerck & Co. Inc.$120.790.44%$3960.28%307−8.6%
70VLOValero Energy Corp$255.82-1.17%$3910.28%HELD
71METAMeta Platforms Inc Class A$593.00-5.51%$3860.27%+50+8.0%
72LMTLockheed Martin Corp$523.760.91%$3630.26%HELD
73VEAVanguard FTSE Developed Markets ETF$69.17-3.72%$3490.25%105−1.9%
74BABoeing Co$215.45-0.91%$3450.24%HELD
75TSLATesla Motors$391.00-6.56%$3430.24%+17+1.9%
76GEGeneral Electric Co$328.000.11%$3430.24%HELD
77LLYVKLiberty Live HLDGS Inc$93.351.99%$3340.24%562−13.7%
78AMPAmeriprise Finl$454.66-0.09%$3320.23%HELD
79WMBWilliams Cos Inc$71.96-0.65%$3240.23%+4,000+898.9%
80IAUiShares Gold ETF$81.22-3.63%$3210.23%HELD
81OXYOccidental Petrol Co$56.93-2.97%$3050.22%HELD
82BLKBlackRock Inc New$995.60-2.64%$3030.21%HELD
83TA T & T Inc$22.75-0.09%$2910.21%HELD
84GDGeneral Dynamics Co$346.441.45%$2850.20%HELD
85CIFMFS Intermediate High Income Fund$1.61-0.62%$2780.20%HELD
86AMXAmerica Movil Sab F Sponsored ADR$24.84-1.97%$2760.20%HELD
87GBILGoldman Sachs Access Treasury 0-1 YR ETF$99.960.01%$2760.20%HELD
88SOLSSolstice Advanced Matls$81.02-3.70%$2750.19%7−0.2%
89ORCLOracle Corp$213.68-9.59%$2750.19%+1+0.1%
90BPBP PLC F Sponsored ADR$42.97-2.43%$2700.19%HELD
91KYNKayne Anderson Energy In$14.05-0.64%$2560.18%940−5.0%
92DEDeere & Co$583.44-1.40%$2540.18%HELD
93LLYVALiberty Live HLDGS Inc$90.612.22%$2540.18%42−1.5%
94XLKTechnology Select Sector SPDR ETF$180.30-6.66%$2490.18%100−5.1%
95NOCNorthrop Grumman$544.40-0.14%$2400.17%HELD
96CATCaterpillar$904.28-3.85%$2350.17%HELD
97KOThe Coca-Cola Co$79.483.46%$2270.16%HELD
98DISWalt Disney Co$99.710.37%$2220.16%HELD
99PEPPepsico Inc$141.92-0.16%$2180.15%HELD
100HDHome Depot Inc$310.780.27%$2170.15%HELD
101ABTAbbott Laboratories$91.070.32%$2170.15%HELD
102SCHXSchwab US Large Cap ETF$2170.15%HELD
103BNBrookfield Corp F Class A$2150.15%HELD
104VOOVanguard S&P 500 ETF$2090.15%+30+9.4%
105VVisa Inc Class A$2000.14%1−0.2%
106PGProcter & Gamble$1980.14%HELD
107PMPhilip Morris Intl$1960.14%3−0.3%
108NSCNorfolk Southern Co$1890.13%HELD
109VWOVanguard FTSE Emerging Markets ETF$1880.13%HELD
110DVNDevon Energy Corp$1870.13%HELD
111FTFFranklin LTD Dur Income$1810.13%HELD
112XLUSelect Sector Uti Select SPDR ETF$1780.13%HELD
113XLEEnergy Select Sector SPDR ETF$1750.12%HELD
114IVViShares Core S&P 500 ETF$1710.12%HELD
115SPYVSPDR S&P 500 Value ETF$1710.12%HELD
116IBBiShares Nasdaq Biotechnology$1650.12%HELD
117MAGSListed FNDS Rondhl MGNFCNT ETF$1650.12%HELD
118UNPUnion Pacific Corp$1640.12%HELD
119XHBSPDR S&P Homebuilders ETF$1630.12%HELD
120IWBiShares Russell 1000 ETF$1590.11%HELD
121MAMastercard Inc Class A$1580.11%1−0.3%
122CEGConstellation Energy Cor$1570.11%HELD
123CPTCamden Property TR REIT$1520.11%1,767−53.5%
124BIIBBiogen Inc$1500.11%HELD
125SHWSherwin Williams Co$1490.11%HELD
126MOAltria Group Inc$1480.10%HELD
127LLYEli Lilly & Co$1470.10%HELD
128AFGAmern Finl GP$1440.10%HELD
129VUGVanguard Growth ETF$1320.09%HELD
130QUREQuanta Services Inc$1310.09%40−14.4%
131FLRFluor Corp$1310.09%HELD
132VFLOVictoryshares Free Cash Flow ETF$1280.09%HELD
133SRESempra$1250.09%HELD
134EEMiShares MSCI Emerging Markets ETF$1240.09%HELD
135LNGCheniere Energy Inc$1210.09%+425NEW
136TDOCTeladoc Inc$1200.08%HELD
137OWLBlue Owl Cap Inc Class A$1190.08%+7,319+128.4%
138IBMIBM Corp$1180.08%+50+11.5%
139VTVVanguard Value ETF$1150.08%HELD
140NRGNRG Energy Inc$1140.08%HELD
141VTIVanguard Total Stock Market ETF$1090.08%460−57.6%
142PHParker-Hannifin Corp$1070.08%24−16.8%
143AMDAdvanced Micro Devic$1060.07%HELD
144RIORio Tinto PLC F Sponsored ADR$1040.07%HELD
145DNPDNP Select Income CF$1010.07%HELD
146COSTCostco Wholesale Co$1000.07%HELD
147NOWService Now Inc$1000.07%+149+18.4%
148VZVerizon Communicatn$1000.07%HELD
149AMGNAmgen Inc.$970.07%16−5.5%
150IWDiShares Russell 1000 Value ETF$970.07%299−39.7%
151OGEOge Energy Corp$970.07%HELD
152SBUXStarbucks Corp$960.07%5−0.5%
153SHOPShopify Inc F Class A$950.07%+137+20.7%
154ICEIntercontinental Exchange Inc$940.07%HELD
155FUNSix Flags Entmt Corp$940.07%HELD
156AMTAmerican Tower Corp$930.07%HELD
157BBVABanco Bilbao Vizcaya A F Sponsored ADR$900.06%HELD
158SCHISchwab 5 10 Year Corp Bond ETF$900.06%HELD
159APDAir PDTS & Chemicals$900.06%HELD
160EXCExelon Corp$830.06%HELD
161IJRiShares Core S&P Small Cap ETF$820.06%250−27.4%
162MUMicron Technology$820.06%HELD
163PSXPhillips 66$820.06%HELD
164FNDXSchwab Fundamental US Large Company ETF$810.06%HELD
165IVWiShares S&P 500 Growth ETF$800.06%HELD
166WMWaste Management Inc$790.06%HELD
167VIGVanguard Dividend Appreciation ETF$790.06%HELD
168JEPQJ P Morgan Nasdaq EQT PRM Inc ETF IV$790.06%HELD
169FSSLFS Specialty Lending$770.05%HELD
170TRGPTarga Resources Corp$750.05%HELD
171ETREntergy Corp$750.05%HELD
172CORAmerisourcebergen Corp$750.05%HELD
173CCICrown Castle Intl Co REIT$730.05%490−35.4%
174QCOMQualcomm Inc$730.05%2−0.4%
175EWJiShares MSCI Japan ETF$730.05%HELD
176VOOVVanguard S&P 500 Value ETF$720.05%HELD
177MCDMcDonalds Corp$710.05%HELD
178NVSNovartis AG F Sponsored ADR$710.05%HELD
179MSTRMicrostrategy Inc Class A$680.05%656−54.5%
180SPHDInvesco S&P 500 High Dividend Low Volatility$680.05%HELD
181UNHUnitedHealth Group$680.05%HELD
182ZTSZoetis Inc Class A$670.05%5−0.9%
183CSGPCostar Group Inc$670.05%+639+61.9%
184MUFGMitsubishi U F J Finan F Sponsored ADR$660.05%HELD
185MSCIMSCI Inc$650.05%1−0.8%
186SYKStryker Corp$650.05%HELD
187FCXFreeprt Mcmorn CL B$640.05%HELD
188SCHRSchwab Intermediate-Term US TRS ETF$630.04%HELD
189ADMArcher Daniels-Midland$630.04%HELD
190SNPSSynopsys Inc$620.04%1−0.6%
191NGGNTNL Grid PLC F Sponsored ADR$620.04%HELD
192HPQHP Inc.$620.04%HELD
193DUKDuke Power Co NC$610.04%+50+12.0%
194SCHDSchwab US Dividend Equity ETF$590.04%+16+0.8%
195PBRPetroleo Brasileiro (PBR)$580.04%+2,802NEW
196IEFAiShares Core MSCI EAFE ETF$560.04%HELD
197BBarrick MNG Corp F$560.04%HELD
198EFAiShares MSCI EAFE ETF$560.04%HELD
199VNQVanguard Real Estate ETF$560.04%HELD
200IJHiShares Core S&P Mid Cap$550.04%HELD
201TNGYTortoise Energy FD ETF$540.04%HELD
202GMGeneral Motors Co$530.04%HELD
203UBERUber Technologies Inc$530.04%+2+0.3%
204FNDESchwab Fundamental Emerg MKTS LG Co ETF$530.04%HELD
205AONAon PLC F Class A$520.04%HELD
206IDXXIdexx Laboratories Inc$520.04%HELD
207SONYSony Group Corp F Sponsored ADR$520.04%41−1.6%
208FNDASchwab Fundamental US Small Company ETF$510.04%HELD
209MMM3M Co$490.03%HELD
210TGTTarget Corp$490.03%HELD
211TFCTruist Finl Corp$490.03%HELD
212MLMMartin Marietta Material$490.03%3−3.4%
213ACNAccenture PLC F Class A$490.03%72−22.6%
214CTVACorteva Inc$480.03%85−13.0%
215PNCPNC Finl Services$480.03%HELD
216EMBEmerging MKT Bond Fund$480.03%HELD
217GRMNGarmin LTD F$470.03%+11+5.7%
218DVYiShares Select Dividend ETF$470.03%HELD
219ASMLAsml Holding NV$460.03%HELD
220ALMAlmonty Inds Inc F$460.03%+1,968+161.0%
221VTEBVanguard Muni BND Tax Exempt ETF$450.03%HELD
222MUSAMurphy USA Inc$440.03%HELD
223CNPCenterpoint Energy Inc$430.03%HELD
224NFLXNetflix Inc$430.03%HELD
225TYLTyler Technologies$430.03%HELD
226VBVanguard Small Cap ETF$420.03%HELD
227OEFiShares S&P 100 ETF$420.03%HELD
228IXCiShares Global Energy ETF$420.03%HELD
229ISRGIntuitive Surgical$410.03%66−42.9%
230WPCW.P. Carey Inc. REIT$410.03%HELD
231COFCapital One FC$400.03%HELD
232AEPAmer Electric PWR Co$400.03%103−25.4%
233BAMBrookfiled Asset Manag F Class A$400.03%HELD
234ABNBAirbnb Inc Class A$390.03%HELD
235DPSTDirexion Daily Reg BKS Bull 3X Shares$390.03%HELD
236RDVYFT Rising Dividend Achievers ETF$390.03%HELD
237VOVanguard Mid Cap ETF$380.03%HELD
238CHDChurch & Dwight Co$370.03%HELD
239MDTMedtronic PLC F$360.03%33−7.5%
240MSIMovie Star Inc$360.03%+66+412.5%
241ARLPAlliance Resource Par LP$350.02%HELD
242SCHESchwab Emerging Markets Equity ETF$350.02%HELD
243TTETotalenergies F$350.02%HELD
244LRCXLam Resh Corp$350.02%+162NEW
245SMFGSumitomo Mitsui Finl G F Unsponsored ADR$340.02%HELD
246IAGIAMGOLD Corp F$340.02%HELD
247TELTe Connectivity PLC F$340.02%HELD
248IWPiShares Russell Mid Cap Growth ETF$330.02%424−62.1%
249MCHPMicrochip Technology$330.02%15−2.9%
250WEATTeucrium Commodity TR Wheat FD New$330.02%HELD
251USBUS Bancorp (usb)$310.02%HELD
252ECLEcolab Inc$310.02%HELD
253JEPIJPMorgan Equity Premium Income ETF$310.02%+4+0.7%
254MKLMarkel Corp$310.02%HELD
255PRPermian Resources Corp Class A$310.02%HELD
256RFRegions Financial$310.02%HELD
257TDYTeledyne Technologie$300.02%4−7.5%
258NBRNabors Industries LTD F$300.02%+350NEW
259Applera Appld Biosys$300.02%HELD
260EMLPFirst Trust North American Energ ETF$300.02%HELD
261SCHFSchwab International Equity$290.02%HELD
262SOSouthern Company (so)$290.02%HELD
263FFord Motor Co$290.02%HELD
264FMXFomento Economico Mexi F Sponsored ADR$290.02%HELD
265RYAAYRyanair HLDGS PLC F Sponsored ADR$280.02%HELD
266RCLRoyal Caribbean Group F$280.02%HELD
267ATOAtmos Energy Corp$280.02%61−29.0%
268XELXcel Energy Inc$280.02%HELD
269XLVSelect Sector Health Care SPDR ETF$280.02%HELD
270DMLPDorchester Minerals L LP$270.02%HELD
271QQQINeos Nasdaq 100 High Income ETF$270.02%HELD
272OKEOneok Inc$270.02%HELD
273SPHQInvesco S&P 500 Quality ETF$260.02%HELD
274ZIMZim Integrated Shipping$260.02%HELD
275PPGPPG Industries$260.02%HELD
276XOPSPDR S&P Oil & Gas Expl & Prod ETF$250.02%HELD
277NPOEnpro Industries Inc$250.02%HELD
278AIGAmerican Intl Group$250.02%HELD
279CSXCSX Corp$250.02%HELD
280AWKAmerican Water Works$250.02%HELD
281NEENextera Energy Inc$250.02%+100+57.8%
282HLNHaleon PLC F Sponsored ADR$240.02%HELD
283VFHVanguard Financials ETF$240.02%HELD
284MFCManulife Finl F$240.02%HELD
285DWSNDawson Geophysical Co Ne$240.02%+6,000+559.7%
286HDBHDFC BK LTD F Sponsored ADR$230.02%HELD
287RPMRPM Interntnl$230.02%HELD
288VOTVanguard Midcap Growth ETF$230.02%HELD
289ALCAlcon Inc F$230.02%186−38.2%
290CCitigroup Inc$220.02%HELD
291GPIQGoldman Sachs Nasdaq 100 Cre ETF IV$220.02%HELD
292TANInvesco Solar$220.02%HELD
293ITAiShares U.S. Aerospace & Defense ETF$220.02%+100NEW
294AJGGallagher Arthur J & Co$220.02%HELD
295EQIXEquinix, Inc.$220.02%HELD
296LENLennar Corp Class A$220.02%HELD
297CMCSAComcast Corp Class A$220.02%32−4.0%
298CFRCullen Frost Bankers$210.01%HELD
299BAPCredicorp LTD F$210.01%HELD
300GLPIGaming & Leisure PPT REIT$210.01%HELD
301DHRDanaher Corp$210.01%HELD
302PANWPalo Alto Networks$210.01%HELD
303NKENike Inc Class B$210.01%HELD
304OSKOshkosh Truck Corp$210.01%11−7.2%
305SCHWCharles Schwab & Co$210.01%HELD
306QDVOAmplify CWP Growth And Incm ETF$210.01%HELD
307ENBEnbridge Inc F$210.01%HELD
308MKCMcCormick & Co Inc Non-Voting$200.01%+398NEW
309TSPYTappalpha SPY Growt And Daly Inc ETF$200.01%+100+13.3%
310AZNAstrazeneca PLC F$200.01%+103NEW
311NICENice LTD F Sponsored ADR$190.01%HELD
312IWSiShares Russell Mid Cap Value ETF$190.01%HELD
313MELIMercadolibre Inc$190.01%HELD
314APAApa Corp$190.01%HELD
315SPYINeos S And P 500 High Income ETF$190.01%HELD
316GLPGlobal Partners LP LP$180.01%HELD
317FTCSFirst Trust Capital$180.01%HELD
318ADBEAdobe Inc$180.01%69−48.3%
319GDXJJR. Gold Miners ETF$180.01%HELD
320SYYSysco Corp$180.01%HELD
321ROLRollins Inc$170.01%+323NEW
322SCHMCharles Schwab US MC ETF$170.01%HELD
323PHYSSprott Physical Gold Etv$170.01%HELD
324ELSEquity Lifestyle PPT REIT$170.01%HELD
325TJXTJX Companies Inc$160.01%168−62.7%
326SCHCSchwab International Small-Cap Eq ETF$160.01%HELD
327TRPTC Energy Corp F$160.01%HELD
328PTYPIMCO Corporate Opp Fund$150.01%HELD
329RELLRichardson Electrs$150.01%HELD
330GRBKGreen Brick Partners Inc$150.01%HELD
331RSPHInvsc SP 500 Eql WGHT HLTH Care ETF$150.01%HELD
332IEMGiShares Core MSCI Emerging ETF$150.01%HELD
333MURMurphy Oil Corp HLDG$150.01%HELD
334ETNEaton Corp$140.01%HELD
335SLBSchlumberger LTD F$140.01%HELD
336PXFInvesco FTSE Rafi Developed Markets$140.01%HELD
337EVRGEvergy Inc$140.01%165−50.0%
338RSPMInvsc SP 500 Equal Weight Matrl ETF$140.01%HELD
339PNNTPennantpark Invt Corp$130.01%HELD
340XBISPDR S&P Biotech ETF$130.01%HELD
341KQQQKurv Technology Titans Select ETF$130.01%HELD
342VEUVanguard Tse All World$130.01%HELD
343GMABGenmab A/S F Sponsored ADR$130.01%HELD
344MDLZMondelez Intl Class A$130.01%HELD
345LUVSouthwest Airlines$130.01%HELD
346AMZAInfracap MLP ETF$130.01%HELD
347CIBRFirst Trust Nasdaq CYBRSCRTY ETF$130.01%HELD
348NTESNetease Inc F Sponsored ADR$120.01%HELD
349CNICanadian Natl Railwy F$120.01%HELD
350ONEQFidelity Nasdaq Composite Indx ETF$120.01%HELD
351TYGTortoise Energy Infrastr$120.01%HELD
352HDViShares Core High Dividend ETF$120.01%HELD
353TMOThermo Electron Corp$120.01%HELD
354WCCWesco International$120.01%HELD
355TLKTelekominik Indonesia F Sponsored ADR$120.01%HELD
356QCLSQ C Technologies Inc$120.01%+3,500NEW
357DEODiageo PLC F Sponsored ADR$120.01%71−30.3%
358CGNXCognex Corp$120.01%HELD
359DGROiShares Core Dividend Growth ETF$120.01%HELD
360EBAYeBay Inc$110.01%HELD
361CCOICogent Communications Holdings Inc$110.01%HELD
362CUZCousins Properties$110.01%HELD
363XLBSPDR Fund Materials Select Sectr ETF$110.01%HELD
364CBRLCracker Barrel Old Count$110.01%HELD
365EXPDExpeditors Intl Wash$110.01%HELD
366FPEFirst Trust Preferred Sec & Inc ETF$110.01%HELD
367KYLDKurv High Income ETF$110.01%HELD
368VKQInvesco Municipal Trust$110.01%HELD
369RDWRedwire Corp$110.01%HELD
370GOFGuggenheim Strategic Opp$100.01%+28+3.2%
371GEHCGE Healthcare Technologi$100.01%HELD
372WBDWarner Brothers Discover$100.01%HELD
373SWKSSkyworks Solutions Inc$100.01%HELD
374VXFVanguard Extended Market ETF$100.01%HELD
375MCKMckesson Hboc Inc$100.01%+12NEW
376BTCINeos Bitcoin High Income ETF$90.01%+55+24.4%
377MYGNMyriad Genetics Inc$90.01%HELD
378VBKVanguard Small Cap Growth$90.01%HELD
379XYZSquare Inc$90.01%HELD
380PFLTPennantpark Cap LTD$90.01%HELD
381GLGlobe Life Inc$90.01%HELD
382GRNYFundstrat Granny SHT US LG CP ETF$80.01%HELD
383MOSThe Mosaic Co$80.01%HELD
384EMXCiShares MSCI Emerging Markets ETF$80.01%HELD
385CZRCaesars Entmt Inc New$80.01%HELD
386NMFCNew Mountain Finance Corp$80.01%HELD
387BOTZGlobal X Robotics & Artfcl Intllgnc ETF$80.01%HELD
388BMNRBitmine Immersion Tecnol$80.01%776−64.7%
389XRPBitwise XRP ETF$80.01%HELD
390IRDMIridium Communications I$70.00%HELD
391CRMSalesforce$70.00%142−80.2%
392APLDApplied Digital Corp$70.00%355−54.2%
393IWRiShares Russell Mid Cap ETF$70.00%HELD
394IJKiShares S&P Mid Cap 400 GRWTH ETF$70.00%HELD
395CBChubb LTD F$70.00%HELD
396ICHRIchor HLDGS LTD F$70.00%+150NEW
397ALLAllstate Corp (all)$70.00%HELD
398TMUST-Mobile US Inc$70.00%HELD
399XLUISte STRT Uts Sel Sec SPDR PR Inc ETF$60.00%HELD
400ESEversource Energy$60.00%HELD
401CRCLCircle Internet Group In Class A$60.00%171−73.7%
402MSFYKurv Yield Prem STRGY MSFT ETF$60.00%+135+65.9%
403MHKMohawk Industries$60.00%HELD
404IJJiShares S&P Mid Cap 400 Value ETF$60.00%HELD
405ITWIllinois Tool Works Inc$60.00%HELD
406XLYSPDR Fund Consumer Discre Select ETF$60.00%HELD
407GBDCGolub Capital BDC Inc$60.00%HELD
408GISGeneral Mills Inc$60.00%HELD
409XLFSelect STR Financial Select SPDR ETF$60.00%HELD
410TTWOTake Two Interactv$60.00%HELD
411LWLamb Weston Holdings Inc$60.00%HELD
412MCYMercury Gen Corp New$60.00%HELD
413DMOWestern Asset Mortgage O$60.00%HELD
414CPRTCopart Inc$60.00%HELD
415NUENucor Corp$60.00%HELD
416XLISelect Sector Industrial SPDR ETF$60.00%250−86.2%
417SESea LTD F Unsponsored ADR$50.00%HELD
418LGIHLgi Homes Inc$50.00%HELD
419SDYSPDR S&P Dividend ETF$50.00%HELD
420ASOAcademy Sports & Outdoor$50.00%HELD
421AMZPKurv Yield Prem STRGY Amzn ETF$50.00%+125+125.0%
422SOXLDirexion Semiconductor Bull 3X ETF$50.00%500−83.3%
423ARCCAres Capital Corp$50.00%HELD
424RSPInvesco S&P 500 Equal Weight ETF$50.00%250−91.2%
425STLDSteel Dynamics Inc$50.00%HELD
426GPCGenuine Parts Co$50.00%HELD
427SWSmurfit Westrock LTD F$50.00%HELD
428SPMOInvsc S P 500 Momentum ETF$50.00%HELD
429VNQIVanguard Global Ex-US Real Estate$50.00%HELD
430CVSCVS Health Corp$50.00%HELD
431XNROXNeuberger Bermn Real Est$50.00%HELD
432FVDFirst Trust Value Dividend Index ETF$50.00%HELD
433DALDelta Air Lines Inc Del$40.00%HELD
434BAHBooz Allen Hamilton Class A$40.00%HELD
435DOWDow Inc$40.00%HELD
436SOFISofi Technologies Inc$40.00%+250NEW
437HYGiShares iBoxx $ High Yield Corporate BD$40.00%HELD
438PXHInvesco FTSE Rafi Emerging Markets ETF$40.00%HELD
439APLEApple Hospitality REIT I REIT$40.00%HELD
440SONOSonos Inc$40.00%HELD
441NUNu HLDGS LTD F Class A$40.00%HELD
442ICLRIcon PLC$40.00%HELD
443IVEiShares S&P 500 Value ETF$40.00%HELD
444BALLBall Corp$40.00%HELD
445ETHAiShares Ethereum Trust ETF IV$30.00%HELD
446BLOXNicholas Crypto Income ETF$30.00%HELD
447ELFE L F Beauty Inc$30.00%HELD
448XLPSPDR Fund Consumer Staples ETF$30.00%HELD
449IPInterntnl Paper$30.00%HELD
450WYWeyerhaeuser Co REIT$30.00%HELD
451CHPYYieldmax Semiconductor Portfolio Option Income$30.00%+50NEW
452AGNCA G N C Investment Corp REIT$30.00%HELD
453NVONovo-Nordisk As Vormal F Sponsored ADR$30.00%342−83.0%
454NSPInsperity Inc$30.00%HELD
455HRZNHorizon Tech Fin$30.00%HELD
456REZIResideo Technologies Inc$30.00%HELD
457AROCArchrock Inc$30.00%HELD
458METMetlife Inc$30.00%HELD
459CCL1EURCarnival Corp F$30.00%HELD
460MGKVanguard Mega Cap Growth ETF$30.00%HELD
461LASRNlight Inc$30.00%150−75.0%
462KMBKimberly Clark Corp$30.00%HELD
463FLYWFlywire Corp$30.00%HELD
464SAICScience Applications$30.00%HELD
465OPTUAltice U S A Inc Class A$20.00%425−22.5%
466ETSYEtsy Inc$20.00%HELD
467TLTWiShares 20 PLS YR TRSY BD BYT ST ETF$20.00%HELD
468AGGHSimplify Aggregate Bond ETF$20.00%HELD
469MHOM / I Homes Inc$20.00%HELD
470LQDiShares iBoxx Invt Grade Bond ETF$20.00%HELD
471METUDirexion Daily Meta BL 2X SHS ETF$20.00%HELD
472VTVanguard Total World Stock ETF$20.00%HELD
473SOBOSouth Bow Corp F$20.00%HELD
474ARMArm HLDGS PLC F Unsponsored ADR$20.00%HELD
475HAUZXtrackers International Real Estate ETF$20.00%HELD
476HAEHaemonetics Corp Mass$20.00%HELD
477NLOPNet Lease Office PPTYS$20.00%HELD
478DDDuPont De Nemours Inc$10.00%HELD
479OXY/WSOccidental Petrol 27 WTS Warrants Exp 08/03/27$10.00%HELD
480VSNTVersant Media Group Inc$10.00%1−3.3%
481UAMYUnited STS Antimony Corp$10.00%HELD
482RWXSPDR Dow Jones Inter Real Estate ETF$10.00%HELD
483CTRACoterra Energy Inc$10.00%888−98.1%
484NLYAnnaly Capital MGMT REIT$10.00%HELD
485APPSDigital Turbine Inc$10.00%HELD
486EFXTEnerflex LTD F$10.00%HELD
487XIFRNextera Energy Partne LP$10.00%HELD
488XLREReal Estate Select SCTR SPDR ETF$10.00%HELD
489WABWabtec$10.00%HELD
490PUSAAureus Greenway HLDGS In$10.00%+422NEW
491TDAQTappalpha Innov 100 GR And Da In ETF$10.00%HELD
492ELEstee Lauder Co Inc Class A$10.00%HELD
493KHCKraft Heinz Co$10.00%HELD
494GMEGamestop Corp Class AHELD
495BHPBHP Group LTD F Forward SplitHELD
496INTUIntuit Inc118−99.2%
497LINLinde PLC FHELD
498PAYCPaycom Software Inc176−98.9%
499KDKYNDRYL HLDGS IncHELD
500GME/WSGamestop Corp New 26 WTS Warrants Exp 10/30/26HELD

Source: SEC EDGAR · accession 0001094584-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.