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Institutional

RiverFront Investment Group, LLC

CIK 0001469751
$6.46B
Reported AUM
384
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · RiverFront Investment Group, LLC · Q1 2026

AI · grounded in 13F

RiverFront Investment Group, LLC established a new position in TBLL valued at $180.7M. The fund also increased its holdings in IEF by 10,768.66% and JEPI by 10.62%. Conversely, the manager trimmed its position in MGC by 94.40% and reduced its stake in JPM by 27.82%.

Portfolio · Q1 2026

IEFAGSLCJEPIAAPLEFVSPABSCHIIYWTBLLBNDNVDAXLKOther$3.97BRL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IEFAISHARES TR CORE MSCI$95.56-2.60%18.86%46.61%$296.5M4.59%+119,638+3.8%
2GSLCGOLDMAN SACHS ETF TR$140.37-2.45%20.12%69.15%$248.8M3.85%+115,664+6.2%
3JEPIJ P MORGAN EXCHANGE T$55.52-0.34%8.40%38.11%$238.5M3.69%+404,064+10.6%
4AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$233.6M3.61%+83,108+9.9%
5EFVISHARES TR EAFE VALUE$76.90-1.91%25.29%81.64%$208.4M3.22%+241,682+9.4%
6SPABSPDR SERIES TRUST POR$25.32-0.43%5.35%-1.39%$199.5M3.09%+38,832+0.5%
7SCHISCHWAB STRATEGIC TR 5$22.45-0.58%6.62%4.04%$191.8M2.97%+26,053+0.3%
8IYWISHARES TR U.S. TECH$241.25-5.92%47.74%137.65%$182.3M2.82%+86,618+9.4%
9TBLLINVESCO EXCH TRADED F$105.650.01%3.89%17.99%$180.7M2.79%+1,711,671NEW
10BNDVANGUARD BD INDEX FD$72.83-0.45%5.24%-1.47%$176.4M2.73%+19,254+0.8%
11NVDANVIDIA CORPORATION CO$205.10-6.20%44.92%955.49%$174.7M2.70%+61,782+6.6%
12XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$167.3M2.59%+7,992+0.6%
13SMHVANECK ETF TRUST SEMI$569.69-9.22%126.12%346.26%$163.8M2.53%+28,009+7.0%
14JPSTJP MORGAN EXCHANGE TR$50.41-0.04%4.65%19.34%$138.8M2.15%+212,698+8.4%
15JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$133.1M2.06%+37,801+1.5%
16TLHISHARES TR LEHMAN 10-$98.85-0.62%5.09%-22.39%$133.1M2.06%+16,492+1.3%
17JIVEJ P MORGAN EXCHANGE T$90.57-2.97%37.55%108.24%$131.7M2.04%+128,053+9.1%
18QQQINVESCO QQQ TR UNIT S$705.06-4.80%33.69%99.06%$129.1M2.00%+16,516+8.0%
19IYGISHARES TR U.S. FIN S$88.24-0.16%7.64%53.13%$122.4M1.89%+29,066+2.0%
20GOOGALPHABET INC CAP STK$365.76-0.95%109.82%172.71%$121.2M1.88%30,500−6.7%
21IVVISHARES TR S&P 500 IN$740.91-2.62%24.60%80.03%$117.7M1.82%30,255−14.4%
22JEPQJ P MORGAN EXCHANGE T$58.90-3.01%25.79%102.27%$113.4M1.75%+80,399+4.1%
23MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$110.6M1.71%+3,812+1.3%
24IEFISHARES TR 7-10 YR TR$93.62-0.53%4.36%-8.29%$106.0M1.64%+1,099,911+10768.7%
25AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$100.6M1.56%+37,517+8.4%
26SPYMSPDR SERIES TRUST POR$86.81-2.58%24.60%80.04%$95.4M1.48%+10,484+0.8%
27WMTWALMART INC COM$118.880.97%22.99%166.67%$83.4M1.29%39,777−5.6%
28PAVEGLOBAL X FDS US INFR$56.68-1.61%34.19%121.50%$82.6M1.28%+131,899+8.8%
29IGSBISHARES TR ISHS 1-5YR$52.14-0.31%5.04%12.30%$81.8M1.27%+187,805+13.7%
30IEMGISHARES INC CORE MSCI$78.63-6.40%38.44%42.72%$78.3M1.21%+105,577+10.4%
31XLVSELECT SECTOR SPDR TR$153.010.61%$76.4M1.18%+3,514+0.7%
32EMXCISHARES INC MSCI EMRG$93.90-7.65%$73.6M1.14%+111,957+13.6%
33XLISELECT SECTOR SPDR TR$174.18-1.12%$71.5M1.11%+3,646+0.8%
34VCSHVANGUARD SCOTTSDALE F$78.61-0.29%$69.9M1.08%+11,597+1.3%
35VGITVANGUARD SCOTTSDALE F$58.56-0.41%$63.2M0.98%+15,754+1.5%
36XLCCOMMUNICATION SERVICE$111.67-1.27%$60.3M0.93%+8,526+1.6%
37JPMJPMORGAN CHASE & CO.$312.370.48%$56.2M0.87%73,573−27.8%
38VCITVANGUARD SCOTTSDALE F$81.91-0.56%$54.7M0.85%+5,570+0.9%
39XLYSELECT SECTOR SPDR TR$114.86-2.05%$52.9M0.82%+3,714+0.8%
40HDUSLATTICE STRATEGIES TR$70.72-2.09%$51.9M0.80%+66,027+8.7%
41PYLDPIMCO ETF TR MULTISEC$26.24-0.34%$49.0M0.76%+21,231+1.1%
42EUFNISHARES TR MSCI EURO$37.35-1.81%$44.8M0.69%+86,771+7.2%
43IGLBISHARES TR 10 YR INV$49.52-0.76%$42.5M0.66%+54,769+6.8%
44BBCAJ P MORGAN EXCHANGE-T$99.83-2.18%$42.3M0.65%+35,124+8.5%
45XLESELECT SECTOR SPDR TR$57.67-1.84%$40.5M0.63%+6,639+1.0%
46HIGHARTFORD INSURANCE GR$132.143.78%$40.3M0.62%82,756−21.7%
47MOTIVANECK ETF TRUST MRNG$33.87-1.67%$35.7M0.55%+68,954+7.1%
48ZROZPIMCO ETF TR 25YR ZE$62.65-0.48%$35.6M0.55%+47,669+9.4%
49BRK/BBERKSHIRE HATHAWAY IN$34.8M0.54%+25,104+52.9%
50PLTRPALANTIR TECHNOLOGIES$135.53-4.35%$32.7M0.51%+49,806+28.6%
51LLYLILLY ELI & CO COM$1131.420.55%$28.5M0.44%+1,834+6.3%
52UPSUNITED PARCEL SERVICE$108.54-1.52%$27.4M0.42%+32,747+13.3%
53FLJPFRANKLIN TEMPLETON ET$38.86-3.24%$27.0M0.42%+70,732+10.5%
54EOGEOG RES INC COM$137.78-2.20%$27.0M0.42%+30,102+19.3%
55BSCTINVESCO EXCH TRD SLF$18.56-0.27%$25.7M0.40%+93,910+7.3%
56IHIISHARES TR TR U.S. ME$50.080.42%$23.3M0.36%+18,748+4.5%
57XLBSELECT SECTOR SPDR TR$50.63-1.92%$23.3M0.36%+3,524+0.8%
58KOCOCA COLA CO$79.483.46%$22.3M0.34%+39,335+15.5%
59VVISA INC COM CL A$323.571.06%$20.0M0.31%+4,370+7.1%
60PGPROCTER AND GAMBLE CO$146.544.09%$19.2M0.30%+65,772+97.8%
61XOMEXXON MOBIL CORP COM$149.92-1.39%$18.6M0.29%+31,640+40.5%
62XLPSELECT SECTOR SPDR TR$83.441.71%$18.3M0.28%+2,473+1.1%
63TSLATESLA MTRS INC COM$391.00-6.56%$17.6M0.27%2,583−5.2%
64AVGOBROADCOM INC COM$385.73-7.92%$16.0M0.25%+15,505+42.9%
65RFDAALPS ETF TR RIVERFRNT$70.21-1.34%$15.2M0.24%2,791−1.1%
66CMFISHARES TR CALIF MUN$57.28-0.17%$13.9M0.22%+85,562+53.8%
67HDEFDBX ETF TR XTRACK MSC$32.17-0.56%$12.0M0.18%+60,324+19.5%
68GOOGLALPHABET CLASS A$368.53-0.98%$11.8M0.18%+9,329+29.5%
69BACBANK OF AMERICA CORPO$53.83-0.63%$11.3M0.17%+65,894+39.8%
70JNJJOHNSON & JOHNSON COM$232.772.02%$11.0M0.17%+22,415+99.9%
71WMT2WELLS FARGO & CO NEW$10.2M0.16%+6,281+5.2%
72MPCMARATHON PETE CORP CO$262.01-1.89%$10.1M0.16%+10,869+35.7%
73RFDIFIRST TR EXCH TRADED$85.22-2.25%$10.0M0.15%1,677−1.4%
74SJNKSPDR SER TR CAP S/T H$24.89-0.32%$9.5M0.15%+30,005+8.5%
75HDHOME DEPOT INC COM$310.780.27%$9.3M0.14%+14,394+102.8%
76QQQMINVESCO NASDAQ 100 ET$290.35-4.78%$9.2M0.14%+396+1.0%
77PMPHILIP MORRIS INTL IN$178.291.89%$8.8M0.14%+19,562+58.1%
78ABBVABBVIE INC COM$227.231.02%$8.3M0.13%+7,640+25.0%
79IJHISHARES TR S&P MIDCAP$73.95-2.00%$8.2M0.13%+20,434+20.2%
80PNCPNC FINL SVCS GROUP I$228.370.57%$8.0M0.12%+33,127+602.6%
81CATCATERPILLAR INC COM$904.28-3.85%$7.9M0.12%+2,299+25.8%
82MCDMCDONALDS CORP COM$279.842.61%$7.7M0.12%+5,362+27.7%
83JMUBJ P MORGAN EXCHANGE T$50.37-0.18%$7.3M0.11%+16,865+13.0%
84TTTRANE TECHNOLOGIES PL$456.84-1.49%$7.1M0.11%+15,635+1212.0%
85VCLTVANGUARD SCOTTSDALE F$74.52-0.77%$6.8M0.11%+7,556+9.1%
86SHYGISHARES TR 0-5YR HI Y$42.17-0.31%$6.7M0.10%+18,491+13.1%
87MRKMERCK & CO. INC COM$120.790.44%$6.5M0.10%+29,789+123.1%
88MGCVANGUARD WORLD FD MEG$270.54-2.86%$6.4M0.10%457,985−94.4%
89CVXCHEVRON CORP NEW COM$187.31-0.55%$6.4M0.10%+2,468+8.7%
90METAFACEBOOK INC CL A$593.00-5.51%$6.3M0.10%+4,260+63.4%
91JPMBJ P MORGAN EXCHANGE T$39.89-0.63%$5.5M0.09%+11,705+9.1%
92SYKSTRYKER CORP COM$305.661.48%$5.3M0.08%+7,437+85.3%
93HMOPHARTFORD FDS EXCHANGE$39.210.05%$5.3M0.08%+16,795+14.0%
94CNICANADIAN NATL RY CO C$120.380.74%$5.0M0.08%+49,000NEW
95IGIBISHARES TR LEHMAN INT$52.69-0.57%$5.0M0.08%+34,200+57.9%
96ISRGINTUITIVE SURGICAL IN$422.060.77%$4.9M0.08%+22+0.2%
97CSCOCISCO SYS INC$121.64-6.43%$4.9M0.08%+6,192+10.8%
98IBMINTERNATIONAL BUSINES$284.84-5.61%$4.9M0.08%+7,075+53.6%
99MLIMUELLER INDS INC COM$132.800.17%$4.8M0.07%+43,000NEW
100RTXRAYTHEON TECHNOLOGIES$180.990.88%$4.6M0.07%+5,548+30.6%
101GEVGE VERNOVA LLC COM$4.5M0.07%+2,965+135.3%
102KMIKINDER MORGAN INC DEL$4.4M0.07%+21,498+19.6%
103MAMASTERCARD INC CL A$4.3M0.07%+3,595+71.1%
104ORCLORACLE SYS CORP$4.3M0.07%+6,405+28.2%
105ANGLVANECK VECTORS FALLEN$4.1M0.06%+9,539+7.2%
106FDXFEDEX CORP COM$4.0M0.06%+10,356+1092.4%
107XYLDGLOBAL X S&P 500 COVE$3.9M0.06%+28,265+40.0%
108EMREMERSON ELEC CO$3.9M0.06%+1,424+5.1%
109COSTCOSTCO WHSL CORP NEW$3.7M0.06%+1,185+47.1%
110RFCIALPS ETF TR RIVERFRON$3.7M0.06%3,383−2.0%
111EDVVANGUARD WORLD FD EXT$3.6M0.06%+360+0.6%
112VEAVANGUARD TAX-MANAGED$3.6M0.06%+9,415+19.9%
113LOWLOWES COS INC COM$3.6M0.06%+10,170+198.1%
114IWFISHARES TR RUSSELL100$3.6M0.06%+104+1.3%
115ABTABBOTT LABS$3.5M0.05%+8,669+33.6%
116SOSOUTHERN CO COM$3.5M0.05%+27,838+338.9%
117GEGENERAL ELECTRIC CO C$3.4M0.05%+2,810+30.3%
118HYGWISHARES TR HIGH YLD C$3.4M0.05%+45,088+64.6%
119EFAISHARES TR MSCI EAFE$3.4M0.05%924−2.6%
120HONHONEYWELL INTL INC CO$3.3M0.05%+1,071+7.8%
121NEENEXTERA ENERGY INC CO$3.2M0.05%+16,477+92.8%
122AZOAUTOZONE INC COM$3.1M0.05%+930NEW
123NFLXNETFLIX INC COM$3.1M0.05%+15,960+100.7%
124NSCNORFOLK SOUTHN CORP$3.0M0.05%+6,379+152.8%
125RFEMFIRST TR EXCH TRADED$3.0M0.05%528−1.4%
126MOALTRIA GROUP INC COM$2.6M0.04%+11,017+38.7%
127GPIQGOLDMAN SACHS ETF TR$2.5M0.04%96−0.2%
128RIGSALPS ETF TR RIVERFRNT$2.5M0.04%617−0.6%
129VTVVANGUARD INDEX FDS VA$2.4M0.04%+3,175+34.4%
130CSXCSX CORP$2.4M0.04%+796+1.4%
131IVWISHARES TR S&P500 GRW$2.4M0.04%+434+2.1%
132TMOTHERMO ELECTRON CORP$2.4M0.04%+138+2.9%
133DISDISNEY WALT PRODTNS$2.3M0.04%+5,753+31.9%
134MUMICRON TECHNOLOGY INC$2.3M0.04%+4,474+194.2%
135ACWXISHARES TR MSCI ACWI$2.3M0.04%647−1.9%
136AMGNAMGEN INC COM$2.3M0.03%+3,687+135.1%
137MMM3M CO COM$2.2M0.03%+1,331+9.5%
138AMDADVANCED MICRO DEVICE$2.2M0.03%+6,925+180.4%
139BKBANK OF NEW YORK MELL$2.2M0.03%+18,415NEW
140GLWCORNING INC COM$2.2M0.03%+1,257+8.5%
141TROWPRICE T ROWE GROUP IN$2.1M0.03%+15,574+201.9%
142VZVERIZON COMMUNICATION$2.1M0.03%+1,272+3.2%
143COPCONOCOPHILLIPS COM$2.0M0.03%+7,556+98.3%
144BMYBRISTOL MYERS SQUIBB$2.0M0.03%+10,825+50.2%
145GSGOLDMAN SACHS GROUP I$1.9M0.03%+124+5.7%
146INTCINTEL CORP COM$1.9M0.03%+5,870+15.5%
147ETNEATON CORP PLC SHS$1.9M0.03%+1,443+36.7%
148VGTVANGUARD WORLD FDS IN$1.9M0.03%+383+16.4%
149HSYHERSHEY FOODS CORP$1.7M0.03%1,098−11.6%
150CBCHUBB LIMITED COM$1.7M0.03%+1,930+57.5%
151OEFISHARES TR S&P 100 ID$1.7M0.03%+307+6.1%
152IJRISHARES TR S&P SMLCAP$1.7M0.03%+6,801+100.1%
153TLTISHARES TR 20 YR TRS$1.7M0.03%+1,907+10.9%
154VLOVALERO ENERGY CORP NE$1.7M0.03%+3,767+127.3%
155UNPUNION PAC CORP$1.7M0.03%+1,915+38.9%
156LIILENNOX INTL INC COM$1.7M0.03%+19+0.5%
157LMTLOCKHEED MARTIN CORP$1.6M0.02%+745+38.7%
158BSXBOSTON SCIENTIFIC COR$1.6M0.02%+3,607+16.9%
159DUKDUKE ENERGY CORP NEW$1.5M0.02%+3,407+41.5%
160SHWSHERWIN WILLIAMS CO C$1.5M0.02%+4,709NEW
161VOOVANGUARD INDEX FDS S&$1.5M0.02%33−1.3%
162PGRPROGRESSIVE CORP OHIO$1.5M0.02%+6,127+476.8%
163NOCNORTHROP GRUMMAN CORP$1.5M0.02%+690+47.7%
164VUGVANGUARD INDEX FDS GR$1.4M0.02%+1,165+54.1%
165MUBISHARES TR S&P NATL M$1.4M0.02%174−1.3%
166DDOMINION RES INC VA N$1.4M0.02%+8,213+54.6%
167PLXSPLEXUS CORP COM$1.4M0.02%HELD
168GPIXGOLDMAN SACHS ETF TR$1.4M0.02%785−2.7%
169MCKMCKESSON CORP COM$1.4M0.02%+6+0.4%
170PEPPEPSICO INC COM$1.4M0.02%+4,084+82.4%
171INTUINTUIT COM$1.4M0.02%+2,685+502.8%
172OKEONEOK INC NEW$1.4M0.02%+12,639+458.1%
173TA T & T INC (NEW)$1.3M0.02%+7,799+20.4%
174TJXTJX COS INC NEW COM$1.3M0.02%+4,897+142.0%
175MSMORGAN STANLEY COM NE$1.3M0.02%+2,370+41.7%
176LRCXLAM RESEARCH CORP COM$1.3M0.02%6,617−51.6%
177AXPAMERICAN EXPRESS CO$1.3M0.02%+1,665+66.0%
178SPTMSPDR SERIES TRUST DJW$1.3M0.02%+15,965NEW
179VIGVANGUARD SPECIALIZED$1.3M0.02%+362+6.6%
180IWRISHARES TR RUSSELL MI$1.2M0.02%+1,350+11.8%
181WELLWELLTOWER INC COM$1.2M0.02%170−2.7%
182QCOMQUALCOMM INC COM$1.2M0.02%+1,515+18.8%
183DEDEERE & CO COM$1.2M0.02%+788+56.9%
184PFEPFIZER INC COM$1.2M0.02%+19,485+81.0%
185SUBISHARES TR S&P SHRT N$1.2M0.02%+1,164+11.5%
186TSMTAIWAN SEMICONDUCTOR$1.2M0.02%+650+22.6%
187QYLDGLOBAL X FDS NASDAQ 1$1.2M0.02%+5,329+8.4%
188TRVTRAVELERS COMPANIES I$1.1M0.02%+701+22.5%
189BXBLACKSTONE GROUP INC$1.1M0.02%+1,100+12.8%
190VMCVULCAN MATLS CO COM$1.1M0.02%+1+0.0%
191JCIJOHNSON CTLS INTL PLC$1.1M0.02%+1,151+16.6%
192SPGSIMON PPTY GROUP INC$1.1M0.02%+732+14.9%
193TXNTEXAS INSTRS INC COM$1.0M0.02%+1,067+24.8%
194SPYSPDR TR UNIT SER 1$1.0M0.02%HELD
195DELLDELL TECHNOLOGIES INC$1.0M0.02%+20+0.3%
196BABOEING CO COM$1.0M0.02%+2,125+72.6%
197QUREQUANTA SVCS INC COM$1.0M0.02%+1,823NEW
198RSGREPUBLIC SVCS INC COM$995K0.02%+1,326+41.2%
199EIXEDISON INTL COM$987K0.02%+2,118+18.6%
200RYROYAL BK CDA MONTREAL$981K0.02%+6,063NEW
201IRINGERSOLL RAND INC$971K0.02%+12,124NEW
202IWDISHARES TR RUSSELL100$963K0.01%+193+4.5%
203SCHWSCHWAB CHARLES CORP N$958K0.01%+1,050+11.5%
204FCXFREEPORT MCMORAN COPP$933K0.01%1,437−8.3%
205SHOPSHOPIFY INC CL A$926K0.01%+6,500+497.3%
206IEOISHARES TR DJ OIL&GAS$921K0.01%319−4.1%
207UNHUNITEDHEALTH GROUP IN$898K0.01%+379+12.9%
208RYLDGLOBAL X X FDS RUSSEL$896K0.01%+11,191+23.0%
209ARLPALLIANCE RES PARTNER$885K0.01%HELD
210PCARPACCAR INC COM$878K0.01%+10+0.1%
211PSXPHILLIPS 66 COM$871K0.01%+2,689+128.7%
212CPRTCOPART INC COM$864K0.01%HELD
213ADIANALOG DEVICES INC CO$863K0.01%+665+32.5%
214STXSEAGATE TECHNOLOGY HL$819K0.01%+615+41.7%
215VOVANGUARD INDEX FDS MI$815K0.01%+335+13.4%
216ITWILLINOIS TOOL WKS INC$805K0.01%+100+3.3%
217XCCCBONDBLOXX ETF TRUST C$801K0.01%+8,837+67.1%
218CRWDCROWDSTRIKE HOLDINGS$800K0.01%+64+3.2%
219SGOVISHARES TR 0-3 MNTH T$791K0.01%13,163−62.6%
220ADPAUTOMATIC DATA PROCES$784K0.01%79−2.0%
221EEMISHARES TR MSCI EMERG$773K0.01%93−0.7%
222USBUS BANCORP DEL COM NE$769K0.01%+8,169+123.3%
223WLKWESTLAKE CHEM CORP CO$759K0.01%HELD
224CVNACARVANA CO CL A$752K0.01%81−3.3%
225EMEEMCOR GROUP INC COM$749K0.01%HELD
226CLCOLGATE PALMOLIVE CO$746K0.01%+1,672+23.6%
227PEGPUBLIC SVC ENTERPRISE$735K0.01%+5,262+137.7%
228PNFPPINNACLE FINL PARTNER$722K0.01%+8,387NEW
229EMBISHARES TR JPMORGAN U$709K0.01%99−1.3%
230CMECME GROUP INC COM$670K0.01%+379+20.0%
231ADSKAUTODESK INC COM$667K0.01%+2,788NEW
232HBANHUNTINGTON BANCSHARES$662K0.01%+13,710+48.0%
233WMBWILLIAMS COS INC DEL$654K0.01%610−6.4%
234MSIMOTOROLA SOLUTIONS IN$649K0.01%113−7.0%
235CICIGNA CORP$648K0.01%404−14.3%
236PRFZINVESCO FTSE RAFI US$646K0.01%+1,495+11.9%
237AGQPROSHARES TR II ULTRA$642K0.01%HELD
238BLKBLACKROCK INC COM$640K0.01%+206+44.9%
239DOVDOVER CORP$636K0.01%+3,051NEW
240COFCAPITAL ONE FINL CORP$625K0.01%+1,202+54.1%
241NKENIKE INC CL B$623K0.01%+8,500+258.4%
242WSBCWESBANCO INC COM$621K0.01%HELD
243HEDJWISDOMTREE TR EUROPE$609K0.01%155−1.3%
244NVSNOVARTIS AG SPONSORED$608K0.01%+165+4.3%
245CGGRCAPITAL GROUP GROWTH$603K0.01%HELD
246PHPARKER HANNIFIN CORP$598K0.01%+668NEW
247CRMSALESFORCE COM INC CO$592K0.01%+277+9.6%
248KKRKKR & CO INC COM$578K0.01%+570+10.0%
249SHELSHELL PLC SPON ADS$569K0.01%HELD
250YUEIYYUE YUEN INDL HLDGS L$554K0.01%+2,690+5.0%
251HCAHCA HOLDINGS INC COM$552K0.01%+178+18.0%
252EMMGLOBAL X FDS EMERGING$548K0.01%HELD
253CCITIGROUP INC$540K0.01%+2,036+74.8%
254WHRWHIRLPOOL CORP$539K0.01%HELD
255JBHTHUNT J B TRANS SVCS I$536K0.01%+2,528NEW
256EWCISHARES INC MSCI CDA$533K0.01%+3,838+65.2%
257VWOVANGUARD INTL EQUITY$528K0.01%+2,475+33.9%
258CTVACORTEVA INC COM$528K0.01%15,577−71.2%
259PXFINVESCO EXCH TRADED F$519K0.01%+266+3.7%
260MRSHMARSH & MCLENNAN COS$516K0.01%+70+2.4%
261GILDGILEAD SCIENCES INC C$500K0.01%+142+4.1%
262CMICUMMINS ENGINE INC CO$500K0.01%+363+64.1%
263SOXXISHARES TR S&P NA SEM$497K0.01%+150+11.0%
264XLUSELECT SECTOR SPDR TR$495K0.01%+6+0.1%
265APOAPOLLO GLOBAL MGMT IN$485K0.01%+100+2.4%
266LDOSLEIDOS HLDGS INC COM$483K0.01%+5+0.2%
267NRGNRG ENERGY INC COM NE$478K0.01%+5+0.2%
268SCHASCHWAB STRATEGIC TR U$470K0.01%+16,152NEW
269NEMNEWMONT MNG CORP$461K0.01%+60+1.4%
270ANETARISTA NETWORKS INC C$458K0.01%+58+1.6%
271CEGCONSTELLATION ENERGY$456K0.01%+479+41.5%
272ENGIYENGIE SPONS ADR$451K0.01%+1,114+8.6%
273CORAMERISOURCEBERGEN COR$445K0.01%+11+0.8%
274VEEVVEEVA SYS INC CL A CO$439K0.01%HELD
275BTIBRITISH AMERN TOB PLC$439K0.01%+146+2.0%
276MSAMSA SAFETY INC COM$437K0.01%HELD
277AMATAPPLIED MATLS INC COM$428K0.01%34−2.6%
278TGTTARGET CORP$428K0.01%+596+20.3%
279APDAIR PRODS & CHEMS INC$424K0.01%484−24.9%
280FTCAPUTNAM ETF TRUST FRAN$423K0.01%+58,152NEW
281IWMISHARES TR RUSSELL 20$422K0.01%+47+2.8%
282VRTXVERTEX PHARMACEUTICAL$415K0.01%+30+3.3%
283MYRGMYR GROUP INC DEL COM$412K0.01%HELD
284LHXL3 HARRIS TECHNOLOGIE$406K0.01%+1,177NEW
285TFCTRUIST FINL CORP COM$400K0.01%+3,440+65.3%
286GDGENERAL DYNAMICS CORP$400K0.01%+266+29.6%
287WMWASTE MGMT INC DEL CO$397K0.01%+106+6.5%
288UBERUBER TECHNOLOGIES INC$396K0.01%+1,632+42.1%
289VBVANGUARD INDEX FDS SM$387K0.01%+1,478NEW
290SITIYSITC INTERNATIONAL HO$385K0.01%+378+4.5%
291CGDVCAPITAL GROUP DIVIDEN$385K0.01%HELD
292SBUXSTARBUCKS CORP COM$380K0.01%2,286−35.0%
293INGING GROEP N V SPONSOR$376K0.01%+1,837+14.6%
294AMPAMERIPRISE FINL INC C$375K0.01%+844NEW
295AFLAFLAC INC$372K0.01%+3,391NEW
296NSRGYNESTLE S A SPONSORED$367K0.01%HELD
297SDYSPDR SERIES TRUST S&P$362K0.01%HELD
298XLFSELECT SECTOR SPDR TR$358K0.01%+84+1.2%
299FHIFEDERATED INVS INC PA$356K0.01%+528+9.2%
300MDTMEDTRONIC PLC SHS$354K0.01%+622+18.0%
301UNITUNITI GROUP INC COM S$352K0.01%+3,202+9.3%
302ASMLASML HOLDING N V N Y$349K0.01%+264NEW
303ENBENBRIDGE INC COM$346K0.01%+6,397NEW
304BPBP PLC SPONSORED ADR$345K0.01%+7,333NEW
305MDLZMONDELEZ INTL INC CL$344K0.01%+1,582+36.1%
306OREALTY INCOME CORP CO$343K0.01%+20+0.4%
307ENGGYENAGAS S A ADR$342K0.01%+1,173+3.5%
308HUPHYHUTCHISON PORT HLDGS$342K0.01%+3,844+4.9%
309AZNASTRAZENECA PLC$340K0.01%+1,726NEW
310DVYISHARES TR DJ SEL DIV$339K0.01%HELD
311AJGGALLAGHER ARTHUR J &$339K0.01%+769+96.6%
312VSTVISTRA CORP COM$338K0.01%+5+0.2%
313GLDSPDR GOLD TRUST GOLD$336K0.01%+117+17.6%
314KMBKIMBERLY CLARK CORP C$336K0.01%+350+11.2%
315SPLBSPDR SERIES TRUST POR$336K0.01%421−2.7%
316BGAOYPROXIMUS S A UNSPONSO$332K0.01%+8,795+4.5%
317OVLLISTED FD TR SHARES L$331K0.01%HELD
318RFFCALPS ETF TR RIVERFRNT$331K0.01%HELD
319IVEISHARES TR S&P 500 VA$330K0.01%HELD
320TPRTAPESTRY INC COM$325K0.01%+2,306NEW
321DVNDEVON ENERGY CORP NEW$323K0.00%+806+14.4%
322FOJCYFORTUM OYJ ADR$320K0.00%+1,658+2.7%
323NRDBYNORDEA BK ABP MED TER$318K0.00%+2,318+14.1%
324VODVODAFONE GROUP PLC NE$317K0.00%+864+4.3%
325ICEINTERCONTINENTALEXCHA$317K0.00%+662+48.9%
326VRTVERTIV HOLDINGS CO CO$316K0.00%+1,262NEW
327DRIDARDEN RESTAURANTS IN$313K0.00%+452+39.4%
328SYBTSTOCK YDS BANCORP INC$310K0.00%HELD
329VXUSVANGUARD STAR FD INTL$305K0.00%HELD
330AEPAMERICAN ELECTRIC POW$304K0.00%+6+0.3%
331IXNISHARES TR S&P GBL IN$300K0.00%HELD
332DDDUPONT DE NEMOURS INC$290K0.00%15,639−71.2%
333RGLXYRTL GROUP SA UNSPONSO$289K0.00%+3,387+5.2%
334QBTSD-WAVE QUANTUM INC$289K0.00%+20,000NEW
335IONQIONQ INC COM$288K0.00%+10,000NEW
336CGUSCAPITAL GROUP CORE EQ$288K0.00%HELD
337RNSTRENASANT CORP COM$287K0.00%HELD
338TMUST-MOBILE US INC COM$283K0.00%+1,348NEW
339ALLALLSTATE CORP COM$282K0.00%+1,360NEW
340RGTIRIGETTI COMPUTING INC$281K0.00%+20,000NEW
341PANWPALO ALTO NETWORKS IN$274K0.00%+1,711NEW
342WUWESTERN UN CO COM$274K0.00%+2,713+9.5%
343SONSONOCO PRODUCTS$274K0.00%+5,059NEW
344HKTTYHKT TRUST AND HKT LTD$269K0.00%+642+3.9%
345SMCISUPER MICRO COMPUTER$268K0.00%+11,770NEW
346GISGENERAL MLS INC COM$264K0.00%HELD
347ELVANTHEM INC COM$264K0.00%+63+7.5%
348EQTEQT CORP COM$263K0.00%+4,138NEW
349TELTE CONNECTIVITY PLC O$262K0.00%+277+28.4%
350SPGIS&P GLOBAL INC COM$261K0.00%+205+50.2%
351DOWDOW INC$261K0.00%7,271−53.8%
352BILSPDR SER TR SPDR BLOO$260K0.00%+2,838NEW
353NOWSERVICENOW INC COM$259K0.00%+71+2.9%
354VYMVANGUARD WHITEHALL FD$252K0.00%HELD
355CMCSACOMCAST CORP NEW COM$246K0.00%65−0.8%
356ACNACCENTURE PLC$240K0.00%+181+17.6%
357LNTALLIANT ENERGY CORP C$237K0.00%+10+0.3%
358ATOATMOS ENERGY CORP COM$235K0.00%+1,274NEW
359LINLINDE PLC SHS$234K0.00%+473NEW
360ROLROLLINS INC COM$233K0.00%1−0.0%
361EWJISHARES INC MSCI JPN$231K0.00%HELD
362STESTERIS PLC SHS USD$231K0.00%+1,043NEW
363BMNRBITMINE IMMERSION TEC$230K0.00%HELD
364TTETOTALENERGIES SE ACT$230K0.00%+2,525NEW
365WSOWATSCO INC COM$222K0.00%+610NEW
366APHAMPHENOL CORP NEW CL$221K0.00%+87+5.2%
367CVSCVS CORP$218K0.00%+3,036NEW
368HYSPIMCO ETF TR 0-5 HIGH$216K0.00%HELD
369HWMHOWMET AEROSPACE INC$215K0.00%+935NEW
370DFACDIMENSIONAL ETF TRUST$212K0.00%HELD
371IAUISHARES GOLD TRUST$209K0.00%+2,369NEW
372WECWEC ENERGY GROUP INC$209K0.00%+1,802NEW
373FASTFASTENAL CO COM$206K0.00%+4,438NEW
374FTCSFIRST TR EXCHANGE TRA$205K0.00%HELD
375TRPTC ENERGY CORP COM$205K0.00%+3,279NEW
376WRBBERKLEY W R CORP COM$204K0.00%+3,085NEW
377FTECFIDELITY MSCI INFO TE$203K0.00%+70+7.7%
378OCOWENS CORNING NEW COM$202K0.00%HELD
379AXONAXON ENTERPRISE INC C$202K0.00%+475NEW
380SWSMURFIT WESTROCK PLC$201K0.00%+5,034NEW
381AGLXYAGL ENERGY LTD SPONSO$199K0.00%+1,206+4.3%
382STWDSTARWOOD PPTY TR INC$191K0.00%HELD
383FFORD MTR CO DEL$166K0.00%8,827−38.0%
384QUBTQUANTUM COMPUTING INC$137K0.00%+20,000NEW
385PINNACLE FINL PARTNER8,387EXITED
386LVSLAS VEGAS SANDS CORP11,200EXITED
387QQNITY ELECTRONICS INC8,785EXITED
388APPAPPLOVIN CORP COM CL736EXITED
389EPDENTERPRISE PRODS PART14,417EXITED
390MSTRMICROSTRATEGY INC CL3,010EXITED
391WYWEYERHAEUSER CO COM16,169EXITED
392MGKVANGUARD WORLD FD MEG729EXITED
393MGAMAGNA INTL INC CL A5,508EXITED
394VBKVANGUARD INDEX FDS SM791EXITED
395MDYSPDR S&P MIDCAP 400 E389EXITED
396DIASPDR DOW JONES INDL A455EXITED
397KBRKBR INC COM5,419EXITED
398TDGTRANSDIGM GROUP INC C155EXITED

Source: SEC EDGAR · accession 0001469751-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.