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PROSPERITY BANCSHARES INC (PB)

CIK 0001068851
$124.8M
Reported AUM
414
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · PROSPERITY BANCSHARES INC (PB) · Q1 2026

AI · grounded in 13F

PROSPERITY BANCSHARES INC (PB) increased its position in VGLT by 509.78%. The fund also accumulated shares of VCRB and IDEQ, increasing those holdings by 70.56% and 63.83% respectively. On the sell side, the fund trimmed its position in INTU by 80.96% and reduced ACIO by 58.42%.

Portfolio · Q1 2026

DFAX$10.2MIDEQ$7.5MBERKSHIVGLTAAPLJCPBVXUSNVDAXOMVCRBVNQWMTOther$68.1MP(

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1DFAXDIMENSIONAL ETF TRUST$36.30-3.82%28.82%57.51%$10.2M8.20%+68,220+29.3%
2IDEQLAZARD ACTIVE ETF TR$34.531.38%33.50%32.45%$7.5M6.04%+92,530+63.8%
3BRK/ABERKSHIRE HATHAWAY INC DEL$5.0M4.03%HELD
4VGLTVANGUARD SCOTTSDALE FDS$54.380.07%4.98%-28.80%$5.0M4.02%+75,773+509.8%
5AAPLAPPLE INC$307.34-1.25%51.31%116.17%$4.5M3.57%+571+3.4%
6JCPBJ P MORGAN EXCHANGE TRADED F$46.54-0.43%6.37%4.03%$4.2M3.40%+24,198+36.7%
7VXUSVANGUARD STAR FDS$83.03-3.73%25.97%48.87%$3.8M3.05%+2,866+6.2%
8NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$3.8M3.05%+535+2.5%
9XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$3.7M3.00%+2,477+12.6%
10VCRBVANGUARD MALVERN FDS$76.64-0.40%5.79%10.22%$3.6M2.92%+19,469+70.6%
11VNQVANGUARD INDEX FDS$96.790.72%11.98%9.39%$2.6M2.06%+3,452+13.5%
12WMTWALMART INC$118.880.97%22.99%166.67%$2.6M2.05%+604+3.0%
13MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.4M1.90%1,597−20.0%
14EFAISHARES TR$102.26-2.56%18.03%48.24%$2.3M1.81%HELD
15AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.1M1.65%+971+10.9%
16CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$2.0M1.57%+66+2.4%
17USRTISHARES TR$64.72-0.95%17.00%23.27%$1.9M1.55%+4,118+14.5%
18VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$1.9M1.49%HELD
19GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.8M1.41%+467+8.2%
20AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.8M1.41%+430+8.2%
21VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%4.93%11.78%$1.7M1.33%6,679−24.2%
22GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.6M1.27%+50+0.9%
23TSLATESLA INC$391.00-6.56%32.48%70.69%$1.4M1.10%+788+27.2%
24WINNHARBOR ETF TRUST$32.260.00%16.21%69.28%$1.3M1.04%+9,612+25.9%
25JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.3M1.03%308−6.6%
26VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$1.2M0.94%+891+27.8%
27VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$1.2M0.94%+2,454+45.1%
28IJRISHARES TR$137.68-1.84%29.63%34.80%$1.1M0.90%218−2.4%
29JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.1M0.84%974−18.4%
30METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.0M0.83%+293+19.3%
31BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.83%73−3.3%
32MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$788K0.63%HELD
33SCHFSCHWAB STRATEGIC TR$26.81-3.77%$761K0.61%+3,532+13.0%
34FLSPFRANKLIN TEMPLETON ETF TR$27.530.68%$750K0.60%13,645−33.1%
35DGROISHARES TR$75.17-0.78%$739K0.59%+2,606+32.9%
36VUGVANGUARD INDEX FDS$85.93-3.62%$696K0.56%+371+30.4%
37CSCOCISCO SYS INC$121.64-6.43%$680K0.55%+1,273+17.0%
38XLKSELECT SECTOR SPDR TR$180.30-6.66%$674K0.54%HELD
39GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$660K0.53%8−1.0%
40BACBANK AMERICA CORP$53.83-0.63%$652K0.52%+1,141+9.3%
41ACIOETF SER SOLUTIONS$46.200.46%$648K0.52%21,709−58.4%
42VVISA INC$323.571.06%$640K0.51%24−1.1%
43CVXCHEVRON CORPORATION$187.31-0.55%$638K0.51%+652+26.8%
44TLHISHARES TR$99.200.35%$603K0.48%+5,984NEW
45RTXRTX CORPORATION$180.990.88%$602K0.48%607−16.3%
46DFUVDIMENSIONAL ETF TRUST$53.53-1.98%$599K0.48%HELD
47VBVANGUARD INDEX FDS$288.20-2.44%$577K0.46%5−0.2%
48LLYELI LILLY & CO$1131.420.55%$539K0.43%+65+12.5%
49IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$519K0.42%357−14.3%
50VOOVANGUARD INDEX FDS$678.00-2.59%$513K0.41%+696+429.6%
51EVTRMORGAN STANLEY ETF TRUST$50.470.01%$496K0.40%+9,779NEW
52MUMICRON TECHNOLOGY INC$864.01-13.25%$466K0.37%+875+173.6%
53KOCOCA COLA CO$79.483.46%$458K0.37%4,105−40.5%
54COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$453K0.36%+111+32.3%
55AXPAMERICAN EXPRESS CO$310.66-0.60%$439K0.35%+20+1.4%
56PMPHILIP MORRIS INTL INC$178.291.89%$420K0.34%9−0.4%
57QAINEW YORK LIFE INVESTMENTS ET$35.90-1.72%$411K0.33%8,748−42.1%
58DFUSDIMENSIONAL ETF TRUST$80.40-2.76%$407K0.33%200−3.4%
59BLKBLACKROCK INC$995.60-2.64%$396K0.32%17−4.0%
60MAMASTERCARD INCORPORATED$491.081.93%$365K0.29%100−12.0%
61SCHWSCHWAB CHARLES CORP$88.840.95%$357K0.29%+1,328+53.7%
62MSMORGAN STANLEY$211.93-2.90%$351K0.28%195−8.4%
63PEPPEPSICO INC$141.92-0.16%$334K0.27%134−5.9%
64DISDISNEY WALT CO$99.710.37%$328K0.26%114−3.2%
65MCDMCDONALDS CORP$279.842.61%$324K0.26%240−18.7%
66QCOMQUALCOMM INC$215.94-10.98%$324K0.26%384−13.3%
67AMGNAMGEN INC$349.581.15%$323K0.26%245−21.1%
68TXNTEXAS INSTRS INC$285.06-6.65%$307K0.25%+301+23.5%
69HDHOME DEPOT INC$310.780.27%$303K0.24%+143+18.4%
70COPCONOCOPHILLIPS$117.14-1.75%$290K0.23%+537+32.3%
71GEGE AEROSPACE$328.000.11%$278K0.22%+30+3.2%
72ORCLORACLE CORP$213.68-9.59%$275K0.22%+432+30.0%
73WMT2WELLS FARGO & CO$272K0.22%817−19.3%
74HONHONEYWELL INTL INC$213.97-1.69%$269K0.22%193−14.0%
75CCITIGROUP INC$132.47-1.98%$259K0.21%153−6.3%
76ABTABBOTT LABORATORIES$91.070.32%$256K0.21%663−21.0%
77LINLINDE PLC$507.900.09%$249K0.20%+131+35.3%
78NFLXNETFLIX INC.$82.180.76%$246K0.20%1,540−37.6%
79SOSOUTHERN CO$92.601.07%$243K0.19%+623+32.9%
80TAT&T INC$22.75-0.09%$242K0.19%+2,389+40.0%
81GILDGILEAD SCIENCES INC$129.16-0.02%$241K0.19%+495+40.0%
82KMIKINDER MORGAN INC DEL$31.68-0.06%$236K0.19%+223+3.3%
83IWFISHARES TR$122.69-3.26%$232K0.19%HELD
84UNPUNION PAC CORP$272.323.19%$229K0.18%+150+18.9%
85ABBVABBVIE INC$227.231.02%$224K0.18%356−25.7%
86BABOEING CO$215.45-0.91%$211K0.17%+103+10.8%
87CMCSACOMCAST CORP NEW$23.822.10%$205K0.16%+2,710+61.0%
88LOWLOWES COS INC$210.741.55%$203K0.16%3−0.3%
89PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$203K0.16%39−2.7%
90HELOJ P MORGAN EXCHANGE TRADED F$67.32-0.80%$202K0.16%+3,160NEW
91MDTMEDTRONIC PLC$81.67-0.32%$199K0.16%1,026−30.9%
92VZVERIZON COMMUNICATIONS INC$45.371.11%$190K0.15%+604+19.0%
93TMUST-MOBILE US INC$178.100.61%$188K0.15%+171+23.6%
94BKNGBOOKING HOLDINGS INC$165.84-0.99%$185K0.15%11−20.0%
95CRMSALESFORCE INC$185.66-1.64%$183K0.15%+294+43.0%
96EQIXEQUINIX INC$1080.95-0.75%$181K0.15%+23+14.2%
97TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$180K0.14%78−17.6%
98DFATDIMENSIONAL ETF TRUST$67.12-1.13%$171K0.14%HELD
99BKBANK NEW YORK MELLON CORP$142.39-1.13%$167K0.13%910−39.2%
100BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$167K0.13%+1,193+76.6%
101SPGIS&P GLOBAL INC$163K0.13%158−29.2%
102IJKISHARES TR$160K0.13%HELD
103PLDPROLOGIS INC.$154K0.12%+136+13.2%
104LRCXLAM RESEARCH CORP$150K0.12%+39+5.9%
105AMATAPPLIED MATLS INC$147K0.12%+104+32.0%
106NRGNRG ENERGY INC$146K0.12%+596+148.6%
107QQQINVESCO QQQ TR$144K0.12%HELD
108PGRPROGRESSIVE CORP$142K0.11%+326+83.6%
109PHMPULTE GROUP INC$141K0.11%+511+74.7%
110ETNEATON CORP PLC$139K0.11%+213+121.0%
111VTVVANGUARD INDEX FDS$139K0.11%+129+22.3%
112MCOMOODYS CORP$138K0.11%1−0.3%
113XLVSELECT SECTOR SPDR TR$136K0.11%HELD
114IJJISHARES TR$135K0.11%HELD
115CBCHUBB LTD SWITZ$132K0.11%+175+76.4%
116UNHUNITEDHEALTH GROUP INC$129K0.10%+133+38.7%
117DUKDUKE ENERGY CORP NEW$127K0.10%396−29.0%
118IBTGISHARES TR$122K0.10%HELD
119MARMARRIOTT INTL INC NEW$117K0.09%1−0.3%
120NEENEXTERA ENERGY INC$113K0.09%+130+11.9%
121MRKMERCK & CO INC$112K0.09%+683+278.8%
122PGPROCTER & GAMBLE CO$111K0.09%+389+102.1%
123QUALISHARES TR$110K0.09%HELD
124PFEPFIZER INC$108K0.09%+103+2.8%
125SYFSYNCHRONY FINANCIAL$108K0.09%+883+126.5%
126DHRDANAHER CORP DEL$107K0.09%144−20.3%
127ACNACCENTURE PLC IRELAND$106K0.09%+81+17.8%
128VTRVENTAS INC$106K0.09%HELD
129AMTAMERICAN TOWER CORP$106K0.08%+183+42.5%
130NOWSERVICENOW INC$106K0.08%348−25.6%
131SPYSTATE STR SPDR S&P 500 ETF T$104K0.08%HELD
132DGDOLLAR GEN CORP$104K0.08%12−1.4%
133DVYISHARES TR$103K0.08%HELD
134EBAYEBAY INC.$100K0.08%+597+118.5%
135CBRECBRE GROUP INC$98K0.08%+59+8.9%
136GDGENERAL DYNAMICS CORP$97K0.08%+74+35.2%
137ECLECOLAB INC$96K0.08%+134+59.3%
138DALDELTA AIR LINES INC$95K0.08%+618+76.8%
139KLACKLA CORP$94K0.08%HELD
140CMICUMMINS INC$93K0.07%HELD
141DFASDIMENSIONAL ETF TRUST$91K0.07%HELD
142SBUXSTARBUCKS CORP$87K0.07%+151+18.3%
143RVTROYCE SMALL CAP TRUST INC$86K0.07%+5,178NEW
144LNGCHENIERE ENERGY INC$85K0.07%HELD
145PNCPNC FINL SVCS GROUP INC$85K0.07%+120+41.5%
146ASMLASML HLDG NV$85K0.07%HELD
147EMREMERSON ELEC CO$83K0.07%+204+47.9%
148MTUMISHARES TR$81K0.07%HELD
149WMWASTE MGMT INC DEL$81K0.06%+94+36.4%
150ITOTISHARES TR$80K0.06%HELD
151ARBALTSHARES TRUST$79K0.06%6,334−70.2%
152MOALTRIA GROUP INC$79K0.06%+10+0.8%
153ADIANALOG DEVICES INC$77K0.06%HELD
154FDXFEDEX CORP$76K0.06%+13+6.5%
155IAUISHARES GOLD TR$76K0.06%HELD
156UBERUBER TECHNOLOGIES INC$75K0.06%+134+14.7%
157AMDADVANCED MICRO DEVICES INC$75K0.06%29−7.3%
158DLRDIGITAL RLTY TR INC$73K0.06%+44+12.1%
159CSXCSX CORP$73K0.06%2,538−58.8%
160WMBWILLIAMS COS INC$72K0.06%+830+503.0%
161INTCINTEL CORP$72K0.06%HELD
162NOCNORTHROP GRUMMAN CORP$70K0.06%+47+83.9%
163ISRGINTUITIVE SURGICAL INC$69K0.06%+36+31.9%
164MPCMARATHON PETE CORP$68K0.05%HELD
165WELLWELLTOWER INC$68K0.05%HELD
166TJXTJX COS INC NEW$67K0.05%+32+8.3%
167ITWILLINOIS TOOL WKS INC$66K0.05%20−7.3%
168LUVSOUTHWEST AIRLS CO$66K0.05%HELD
169UPSUNITED PARCEL SVCS INC$65K0.05%+560+533.3%
170INTUINTUIT$65K0.05%642−81.0%
171APHAMPHENOL CORP$65K0.05%+514NEW
172PJFGPGIM ETF TR$62K0.05%+378+145.9%
173STLDSTEEL DYNAMICS INC$61K0.05%+192+130.6%
174BSXBOSTON SCIENTIFIC CORP$61K0.05%198−17.0%
175PSAPUBLIC STORAGE OPER CO$60K0.05%+61+37.7%
176HCAHCA HEALTHCARE INC$57K0.05%3−2.4%
177AMLPALPS ETF TR$57K0.05%+1,081NEW
178MMM3M CO$57K0.05%71−15.4%
179CITHE CIGNA GROUP$55K0.04%+100+94.3%
180ATOATMOS ENERGY CORP$55K0.04%HELD
181DEDEERE & CO$55K0.04%HELD
182AVBAVALONBAY CMNTYS INC$54K0.04%+59+21.5%
183MLMMARTIN MARIETTA MATLS INC$54K0.04%+18+24.3%
184AHRAMERICAN HEALTHCARE REIT INC$54K0.04%HELD
185SYKSTRYKER CORPORATION$53K0.04%+4+2.5%
186MDLZMONDELEZ INTL INC$52K0.04%+325+55.6%
187GEVGE VERNOVA INC$52K0.04%+6+11.1%
188PECOPHILLIPS EDISON & CO INC$52K0.04%HELD
189IVTINVENTRUST PPTYS CORP$51K0.04%HELD
190ADBEADOBE INC$50K0.04%46−18.3%
191DFIVDIMENSIONAL ETF TRUST$50K0.04%HELD
192CVSCVS HEALTH CORP$50K0.04%+154+28.7%
193SUISUN CMNTYS INC$49K0.04%HELD
194MRVLMARVELL TECHNOLOGY INC$49K0.04%HELD
195IBDRISHARES TR$48K0.04%HELD
196LFUSLITTELFUSE INC$48K0.04%HELD
197PANWPALO ALTO NETWORKS INC$47K0.04%+259+719.4%
198DELLDELL TECHNOLOGIES INC$47K0.04%+285NEW
199BRXBRIXMOR PPTY GROUP INC$47K0.04%HELD
200MPLXMPLX LP$46K0.04%HELD
201KRKROGER CO$46K0.04%+118+22.6%
202ROPROPER TECHNOLOGIES INC$46K0.04%+129NEW
203NXPINXP SEMICONDUCTORS N V$45K0.04%+90+63.8%
204ZTSZOETIS INC$44K0.04%+170+84.6%
205CEGCONSTELLATION ENERGY CORP$44K0.04%+11+7.5%
206LMTLOCKHEED MARTIN CORP$43K0.03%+51+255.0%
207GLDSPDR GOLD TR$43K0.03%HELD
208SBACSBA COMMUNICATIONS CORP$42K0.03%HELD
209IVVISHARES TR$42K0.03%HELD
210HRHEALTHCARE RLTY TR$42K0.03%HELD
211GMGENERAL MTRS CO$42K0.03%124−18.2%
212NSCNORFOLK SOUTHN CORP$41K0.03%+4+2.9%
213NHINATIONAL HEALTH INVS INC$41K0.03%+511NEW
214AEPAMERICAN ELEC PWR CO INC$41K0.03%HELD
215GEHCGE HEALTHCARE TECHNOLOGIES I$40K0.03%164−22.4%
216REXRREXFORD INDL RLTY INC$40K0.03%HELD
217MNSTMONSTER BEVERAGE CORP NEW$39K0.03%+34+6.7%
218HXLHEXCEL CORP NEW$39K0.03%HELD
219CMECME GROUP INC$39K0.03%+49+59.8%
220CPTCAMDEN PPTY TR$38K0.03%HELD
221INVHINVITATION HOMES INC$37K0.03%HELD
222CHDCHURCH & DWIGHT CO INC$36K0.03%+41+11.7%
223CRHCRH PLC$36K0.03%HELD
224EVRGEVERGY INC$36K0.03%HELD
225PEVERPURE INC$35K0.03%HELD
226FFORD MTR CO$34K0.03%+255+9.3%
227UBSUBS GROUP AG$34K0.03%HELD
228ONEQFIDELITY COMWLTH TR$34K0.03%HELD
229BXBLACKSTONE INC$33K0.03%+285+14250.0%
230ANETARISTA NETWORKS INC$32K0.03%+54+25.7%
231KEYSKEYSIGHT TECHNOLOGIES INC$32K0.03%1−0.9%
232RIORIO TINTO PLC$32K0.03%+340NEW
233AZNASTRAZENECA PLC$32K0.03%+160NEW
234RSGREPUBLIC SVCS INC$31K0.03%HELD
235ICEINTERCONTINENTAL EXCHANGE IN$31K0.02%+153+340.0%
236AMEAMETEK INC$31K0.02%+84+140.0%
237CDNSCADENCE DESIGN SYSTEM INC$31K0.02%12−9.8%
238AMHAMERICAN HOMES 4 RENT$30K0.02%HELD
239AMPAMERIPRISE FINL INC$30K0.02%HELD
240STXSEAGATE TECHNOLOGY HLDNGS PL$29K0.02%+2+2.7%
241BHPBHP BILLITON LIMITED$29K0.02%+402NEW
242CCICROWN CASTLE INC$29K0.02%+203+135.3%
243BWABORGWARNER INC$28K0.02%292−35.9%
244PAGPPLAINS GP HLDGS L P$28K0.02%HELD
245DOWDOW HLDGS INC$28K0.02%HELD
246WFC 7.5 PERP LWELLS FARGO & CO$28K0.02%HELD
247VRTXVERTEX PHARMACEUTICALS INC$27K0.02%+18+41.9%
248COFCAPITAL ONE FINL CORP$26K0.02%160−52.5%
249WSRWHITESTONE REIT$26K0.02%HELD
250TPYPTORTOISE CAPITAL SERIES TRUS$25K0.02%HELD
251MSIMOTOROLA SOLUTIONS INC$25K0.02%HELD
252CLXCLOROX CO DEL$25K0.02%+240NEW
253GRMNGARMIN LTD$24K0.02%HELD
254NZFNUVEEN MUN CR INCOME FD$24K0.02%+2,000NEW
255BPBP PLC$24K0.02%+500NEW
256ACWIISHARES TR$23K0.02%HELD
257BDXBECTON DICKINSON & CO$23K0.02%HELD
258WECWEC ENERGY GROUP INC$23K0.02%+44+28.4%
259NNNNNN REIT INC$23K0.02%HELD
260SILASILA REALTY TRUST INC$23K0.02%HELD
261TFCTRUIST FINL CORP$22K0.02%HELD
262CLCOLGATE PALMOLIVE CO$22K0.02%+60+30.6%
263ETENERGY TRANSFER L P$21K0.02%HELD
264URIUNITED RENTALS INC$21K0.02%+24+480.0%
265MRSHMARSH & MCLENNAN COS INC$21K0.02%+78+181.4%
266NMZNUVEEN MUN HIGH INCOME OPPOR$21K0.02%+2,000NEW
267COLDAMERICOLD REALTY TRUST INC$21K0.02%HELD
268VICIVICI PPTYS INC$21K0.02%HELD
269WTRGESSENTIAL UTILS INC$20K0.02%+501NEW
270ZIONZIONS BANCORPORATION NATL AS$19K0.02%HELD
271FCXFREEPORT MCMORAN INC$19K0.02%HELD
272BAC 7.25 PERP LBANK AMERICA CORP$19K0.02%HELD
273SMASMARTSTOP SELF STORAG REIT I$19K0.02%HELD
274BXPBXP INC$19K0.02%HELD
275WDCWESTERN DIGITAL CORP$18K0.01%+12+21.4%
276FASTFASTENAL CO$18K0.01%HELD
277PRFINVESCO EXCHANGE TRADED FD T$18K0.01%HELD
278CMSCMS ENERGY CORP$18K0.01%+78+51.3%
279HIWHIGHWOODS PPTYS INC$18K0.01%HELD
280AREALEXANDRIA REAL ESTATE EQ IN$17K0.01%HELD
281CTASCINTAS CORP$17K0.01%84−45.9%
282EXCEXELON CORP$17K0.01%+71+26.5%
283CSRCENTERSPACE$15K0.01%HELD
284EDVVANGUARD WORLD FD$15K0.01%HELD
285EXREXTRA SPACE STORAGE INC$15K0.01%HELD
286SCHXSCHWAB STRATEGIC TR$15K0.01%HELD
287MCKMCKESSON CORP$15K0.01%+6+54.5%
288REGNREGENERON PHARMACEUTICALS$15K0.01%+10+111.1%
289TSCOTRACTOR SUPPLY CO$15K0.01%+324NEW
290IWRISHARES TR$14K0.01%HELD
291SOLSSOLSTICE ADVANCED MATLS INC$14K0.01%188−50.3%
292TELTE CONNECTIVITY PLC$14K0.01%+11+19.6%
293OXY/WSOCCIDENTAL PETE CORP$14K0.01%HELD
294TGTTARGET CORP$14K0.01%+66+140.4%
295SLGNSILGAN HLDGS INC$14K0.01%+351NEW
296VLOVALERO ENERGY CORP$14K0.01%+16+41.0%
297CAHCARDINAL HEALTH INC$13K0.01%+25+67.6%
298SPIBSPDR SERIES TRUST$13K0.01%HELD
299UMHUMH PPTYS INC$13K0.01%+885NEW
300SLVISHARES SILVER TR$13K0.01%HELD
301EOGEOG RES INC$13K0.01%163−64.9%
302ADMARCHER DANIELS MIDLAND CO$13K0.01%HELD
303CSGPCOSTAR GROUP INC$12K0.01%+245+382.8%
304BKRBAKER HUGHES COMPANY$12K0.01%+84+71.2%
305NDAQNASDAQ INC$12K0.01%HELD
306FFIVF5 INC$12K0.01%+22+110.0%
307NKENIKE INC$12K0.01%278−54.7%
308PSXPHILLIPS 66$12K0.01%+17+34.7%
309XELXCEL ENERGY INC$12K0.01%+138+1533.3%
310BKDVBNY MELLON ETF TRUST II$12K0.01%HELD
311AONAON PLC$11K0.01%+13+59.1%
312METMETLIFE INC$11K0.01%231−59.4%
313EGEVEREST GROUP LTD$11K0.01%+33+3300.0%
314WSMWILLIAMS SONOMA INC$10K0.01%HELD
315CTRACOTERRA ENERGY INC$10K0.01%+123+76.4%
316EWEDWARDS LIFESCIENCES CORP$10K0.01%HELD
317FISVFISERV INC$10K0.01%+175NEW
318APDAIR PRODUCTS AND CHEMICALS I$10K0.01%+2+6.5%
319SNPSSYNOPSYS INC$10K0.01%+24NEW
320SHWSHERWIN WILLIAMS CO$9K0.01%4−12.5%
321PXFINVESCO EXCH TRADED FD TR II$9K0.01%HELD
322ADPAUTOMATIC DATA PROCESSING IN$9K0.01%85−66.4%
323HUMHUMANA INC$9K0.01%+19+61.3%
324AAGILENT TECHNOLOGIES INC$9K0.01%56−42.4%
325OCOWENS CORNING NEW$8K0.01%+77NEW
326USBUS BANCORP$8K0.01%47−22.7%
327DDOMINION ENERGY INC$8K0.01%19−12.4%
328SLBSLB LIMITED$8K0.01%+58+58.6%
329PRFZINVESCO EXCHANGE TRADED FD T$8K0.01%HELD
330STZCONSTELLATION BRANDS INC$8K0.01%+16+43.2%
331VMBSVANGUARD SCOTTSDALE FDS$8K0.01%HELD
332TFLOISHARES TR$7K0.01%HELD
333CARRCARRIER GLOBAL CORPORATION$7K0.01%+80+160.0%
334NEMNEWMONT CORP$7K0.01%+65NEW
335OXYOCCIDENTAL PETE CORP$7K0.01%HELD
336SWSMURFIT WESTROCK PLC$7K0.01%HELD
337BIIBBIOGEN INC$7K0.01%+15+71.4%
338TSMTAIWAN SEMICONDUCTOR MANUFAC$6K0.01%HELD
339CPRTCOPART INC$6K0.01%+192NEW
340VMCVULCAN MATLS CO$6K0.00%+22NEW
341ADSKAUTODESK INC$6K0.00%65−72.2%
342FNDCSCHWAB STRATEGIC TR$6K0.00%HELD
343COINCOINBASE GLOBAL INC$6K0.00%+32+1600.0%
344CBOECBOE GLOBAL MKTS INC$6K0.00%+4+23.5%
345VEAVANGUARD TAX-MANAGED FDS$6K0.00%HELD
346AWKAMERICAN WTR WKS CO INC NEW$6K0.00%34−45.3%
347DGXQUEST DIAGNOSTICS INC$5K0.00%HELD
348CHTRCHARTER COMMUNICATIONS INC$5K0.00%+24NEW
349ZBHZIMMER BIOMET HOLDINGS INC$5K0.00%HELD
350NBISNEBIUS GROUP N.V.$5K0.00%HELD
351IPINTERNATIONAL PAPER CO$5K0.00%HELD
352ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$5K0.00%HELD
353FTVFORTIVE CORP$5K0.00%+87NEW
354WATWATERS CORP$5K0.00%43−72.9%
355MTBM & T BK CORP$5K0.00%+5+27.8%
356KVUEKENVUE INC$4K0.00%+122+93.8%
357IEIISHARES TR$4K0.00%HELD
358CPCANADIAN PACIFIC KANSAS CITY$4K0.00%300−85.2%
359SCHESCHWAB STRATEGIC TR$4K0.00%HELD
360CNCCENTENE CORP DEL$4K0.00%+37+44.6%
361APAAPA CORPORATION$4K0.00%+92NEW
362FNDFSCHWAB STRATEGIC TR$4K0.00%HELD
363CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4K0.00%285−82.1%
364FNDFLOOR & DECOR HLDGS INC$4K0.00%+74NEW
365EQTEQT CORP$4K0.00%+30+111.1%
366ALLALLSTATE CORP$4K0.00%HELD
367PAYXPAYCHEX INC$3K0.00%HELD
368BA 6 10/15/27BOEING CO$3K0.00%HELD
369OHIOMEGA HEALTHCARE INVS INC$3K0.00%26−26.3%
370SCHASCHWAB STRATEGIC TR$3K0.00%HELD
371CTVACORTEVA INC$3K0.00%+9+34.6%
372KHCKRAFT HEINZ CO$3K0.00%+77+148.1%
373FNDESCHWAB STRATEGIC TR$3K0.00%HELD
374EMNEASTMAN CHEM CO$3K0.00%HELD
375EBNDSPDR SERIES TRUST$3K0.00%HELD
376SCHCSCHWAB STRATEGIC TR$3K0.00%HELD
377STESTERIS PLC$2K0.00%19−63.3%
378RACEFERRARI N V$2K0.00%HELD
379CRWDCROWDSTRIKE HLDGS INC$2K0.00%HELD
380ONON SEMICONDUCTOR CORP$2K0.00%HELD
381VLTOVERALTO CORP$2K0.00%12−33.3%
382DDDUPONT DE NEMOURS INC$2K0.00%180−81.4%
383ELVELEVANCE HEALTH INC FORMERLY$2K0.00%23−79.3%
384JCIJOHNSON CONTROLS INTERNATION$2K0.00%HELD
385SCHISCHWAB STRATEGIC TR$1K0.00%HELD
386DBCINVESCO DB COMMDY INDX TRCK$1K0.00%HELD
387FNDASCHWAB STRATEGIC TR$1K0.00%HELD
388FNDXSCHWAB STRATEGIC TR$1K0.00%HELD
389SCHHSCHWAB STRATEGIC TR$1K0.00%HELD
390PRUPRUDENTIAL FINL INC$1K0.00%303−95.9%
391EMBISHARES TR$1K0.00%HELD
392PYPLPAYPAL HLDGS INC$1K0.00%105−80.8%
393GWWWW GRAINGER INC$1K0.00%HELD
394ABNBAIRBNB INC$1K0.00%HELD
395VSNTVERSANT MEDIA GROUP INC$1K0.00%+27NEW
396TKOTKO GROUP HOLDINGS INC$8070.00%HELD
397KMBKIMBERLY-CLARK CORP$6750.00%36−83.7%
398HYLBDBX ETF TR$6510.00%HELD
399GENGEN DIGITAL INC$5460.00%HELD
400CCL1EURCARNIVAL CORP$5430.00%+21NEW
401WDAYWORKDAY INC$5200.00%HELD
402MDBMONGODB INC$4900.00%HELD
403QQNITY ELECTRONICS INC$4620.00%90−95.7%
404SNOWSNOWFLAKE INC$4520.00%HELD
405FWONKLIBERTY MEDIA CORP DEL$4250.00%HELD
406PODDINSULET CORP$4200.00%HELD
407APPAPPLOVIN CORP$3980.00%HELD
408BLDRBUILDERS FIRSTSOURCE INC$3290.00%HELD
409DOCUDOCUSIGN INC$2840.00%HELD
410DOCSDOXIMITY INC$2560.00%HELD
411DLTRDOLLAR TREE INC$2190.00%+2NEW
412ICLRICON PLC$1110.00%HELD
413ARESARES MANAGEMENT CORPORATION$1090.00%HELD
414DXCDXC TECHNOLOGY CO$750.00%HELD
415PBPROSPERITY BANCSHARES INC1,538EXITED
416EPDENTERPRISE PRODS PARTNERS L2,400EXITED
417CYBRCYBERARK SOFTWARE LTD125EXITED
418AJGGALLAGHER ARTHUR J & CO164EXITED
419XLBSELECT SECTOR SPDR TR700EXITED
420BRBROADRIDGE FINL SOLUTIONS IN124EXITED
421NVRNVR INC2EXITED
422EXPE 0 02/15/26EXPEDIA GROUP INC11,000EXITED
423ENBENBRIDGE INC134EXITED
424LENLENNAR CORP44EXITED
425BBYBEST BUY INC45EXITED
426ELLAUDER ESTEE COS INC20EXITED
427WTWWILLIS TOWERS WATSON PLC LTD4EXITED
428XYZBLOCK INC5EXITED
429ZBRAZEBRA TECHNOLOGIES CORPORATI1EXITED

Source: SEC EDGAR · accession 0001193125-26-219600. 13F discloses long positions only — shorts, foreign equities, and options are excluded.