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Institutional

Stokes Family Office, LLC

CIK 0001802278
$969.0M
Reported AUM
276
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Stokes Family Office, LLC · Q1 2026

AI · grounded in 13F

Stokes Family Office, LLC established a new position in FENI worth $11.56M, its largest addition of the period. The fund also opened a new stake in CORO for $11.09M and added TROW with a $3.05M investment. On the sell side, the fund reduced its holdings in OEF and SCHF by 83.3% and 82.4% respectively. Other notable reductions include trimming positions in MSFT by 30.5% and AAPL by 14.2%.

Portfolio · Q1 2026

VIG$76.1MAAPL$49.5MGOOGIUSBIVWIVESCHRDYNFITOTVTIOther$616.9MSL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$76.1M7.86%+11,196+3.3%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$49.5M5.11%32,316−14.2%
3GOOGALPHABET INC$365.76-0.95%109.82%172.71%$30.6M3.16%7,925−6.9%
4IUSBISHARES TR$45.80-0.43%5.69%0.49%$26.5M2.74%49,950−8.0%
5IVWISHARES TR$134.60-3.81%28.06%84.10%$26.4M2.72%23,788−9.2%
6IVEISHARES TR$226.54-1.15%20.41%66.77%$25.6M2.64%33,372−21.6%
7SCHRSCHWAB STRATEGIC TR$24.50-0.37%3.99%-1.09%$24.8M2.56%125,235−11.2%
8DYNFBLACKROCK ETF TRUST$65.88-2.95%26.09%95.79%$22.0M2.27%89,028−19.1%
9ITOTISHARES TR$161.35-2.71%24.52%71.42%$20.3M2.09%22,999−13.9%
10VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$18.9M1.95%2,634−4.3%
11MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$17.0M1.76%20,222−30.5%
12JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$14.3M1.47%5,747−10.6%
13JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$13.8M1.42%4,380−7.2%
14SPMBSPDR SERIES TRUST$22.11-0.45%6.98%0.90%$13.5M1.39%24,323−3.9%
15CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$12.9M1.33%3,646−5.5%
16VYMVANGUARD WHITEHALL FDS$158.24-1.35%24.39%72.68%$12.9M1.33%698−0.8%
17EMGFISHARES INC$69.64-6.47%40.54%59.67%$12.6M1.30%113,014−35.2%
18MTUMISHARES TR$306.47-5.95%32.74%85.12%$11.9M1.23%3,712−7.0%
19QMOMEA SERIES TRUST$76.85-5.31%21.47%64.77%$11.7M1.21%17,527−9.3%
20FENIFIDELITY COVINGTON TRUST$39.30-2.72%23.58%58.89%$11.6M1.19%+310,721NEW
21COROBLACKROCK ETF TRUST$35.23-3.95%31.00%47.50%$11.1M1.14%+344,971NEW
22BRK/BBERKSHIRE HATHAWAY INC DEL$11.1M1.14%2,685−10.4%
23BAIBLACKROCK ETF TRUST$45.55-9.78%72.94%75.16%$11.1M1.14%+4,196+1.3%
24QVALEA SERIES TRUST$55.48-0.86%28.68%73.71%$11.0M1.13%23,734−10.1%
25IEFAISHARES TR$95.56-2.60%18.86%46.61%$10.8M1.11%903−0.8%
26GOVTISHARES TR$22.61-0.35%4.04%-4.13%$10.8M1.11%+370,462+373.3%
27AVUVAMERICAN CENTY ETF TR$119.70-1.44%35.45%76.66%$10.7M1.10%8,991−8.5%
28INTFISHARES TR$40.75-2.23%23.01%58.23%$10.5M1.09%9,597−3.4%
29BOXXEA SERIES TRUST$116.950.02%4.05%16.74%$10.5M1.08%17,664−16.4%
30BNDXVANGUARD CHARLOTTE FDS$48.01-0.15%2.21%0.01%$10.1M1.04%7,918−3.6%
31AMZNAMAZON COM INC$246.03-3.06%$9.9M1.02%1,030−2.1%
32GOOGLALPHABET INC$368.53-0.98%$9.0M0.93%3,754−10.7%
33THROBLACKROCK ETF TRUST$42.19-3.17%$9.0M0.93%20,697−7.7%
34TLHISHARES TR$98.85-0.62%$8.8M0.91%11,985−12.1%
35FRDMEA SERIES TRUST$66.74-8.17%$8.0M0.83%71,311−32.7%
36SHLDGLOBAL X FDS$63.05-1.96%$8.0M0.83%+24,373+27.5%
37VOOVANGUARD INDEX FDS$678.00-2.59%$7.8M0.81%34−0.3%
38XOMEXXON MOBIL CORP$149.92-1.39%$7.5M0.78%2,761−5.9%
39BINCBLACKROCK ETF TRUST II$52.02-0.19%$7.4M0.76%23,233−14.0%
40PMPHILIP MORRIS INTL INC$178.291.89%$7.0M0.72%6,541−13.4%
41ESOAENERGY SERVICES OF AMER CORP$14.92-3.24%$6.1M0.63%128−0.0%
42HDHOME DEPOT INC$310.780.27%$5.9M0.61%2,454−12.1%
43DFARDIMENSIONAL ETF TRUST$26.130.81%$5.8M0.60%16,416−6.2%
44WMTWALMART INC$118.880.97%$5.7M0.58%4,482−9.0%
45ABBVABBVIE INC$227.231.02%$5.6M0.58%1,919−6.9%
46BLKBLACKROCK INC$995.60-2.64%$5.5M0.56%+70+1.2%
47AVGOBROADCOM INC$385.73-7.92%$5.4M0.56%2,216−11.2%
48IJSISHARES TR$130.17-1.74%$5.4M0.56%1,736−3.7%
49ORCLORACLE CORP$213.68-9.59%$5.3M0.54%1,483−4.0%
50LLYELI LILLY & CO$1131.420.55%$5.2M0.53%43−0.8%
51NVDANVIDIA CORPORATION$205.10-6.20%$5.1M0.52%8,014−21.7%
52VIGIVANGUARD WHITEHALL FDS$93.08-1.49%$5.0M0.51%3,929−6.5%
53VBRVANGUARD INDEX FDS$234.32-1.10%$4.9M0.51%+52+0.2%
54PEPPEPSICO INC$141.92-0.16%$4.8M0.50%2,719−8.0%
55AVDVAMERICAN CENTY ETF TR$105.99-3.19%$4.8M0.50%15,267−24.1%
56MGCVANGUARD WORLD FD$270.54-2.86%$4.8M0.49%HELD
57CTASCINTAS CORP$179.85-0.06%$4.7M0.49%169−0.6%
58VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$4.7M0.49%184−0.5%
59CAAPCORPORACION AMER ARPTS S A$25.35-2.31%$4.6M0.47%42,275−19.0%
60IVVISHARES TR$740.91-2.62%$4.4M0.45%182−2.6%
61CSCOCISCO SYS INC$121.64-6.43%$4.3M0.44%4,059−6.8%
62VOEVANGUARD INDEX FDS$195.39-0.90%$4.1M0.42%+560+2.6%
63MOALTRIA GROUP INC$72.192.25%$3.9M0.40%1,406−2.3%
64PGPROCTER & GAMBLE CO$146.544.09%$3.8M0.39%3,665−12.2%
65VUGVANGUARD INDEX FDS$85.93-3.62%$3.8M0.39%2,070−19.3%
66METAMETA PLATFORMS INC$593.00-5.51%$3.8M0.39%790−10.7%
67IAUMISHARES GOLD TR$43.02-3.63%$3.7M0.39%118,362−59.7%
68VYMIVANGUARD WHITEHALL FDS$98.05-1.98%$3.6M0.37%+2,790+7.9%
69IUSGISHARES TR$184.13-3.72%$3.6M0.37%106−0.5%
70ETNEATON CORP PLC$395.94-5.42%$3.6M0.37%199−2.0%
71VTEBVANGUARD MUN BD FDS$50.30-0.16%$3.5M0.36%38,074−35.0%
72MUBISHARES TR$106.97-0.21%$3.5M0.36%+4,333+15.2%
73SCHFSCHWAB STRATEGIC TR$26.81-3.77%$3.4M0.35%644,142−82.4%
74LRCXLAM RESEARCH CORP$303.28-9.85%$3.3M0.34%230−1.5%
75EDVVANGUARD WORLD FD$63.63-0.55%$3.3M0.34%+10,516+26.5%
76GDGENERAL DYNAMICS CORP$346.441.45%$3.2M0.33%1,007−9.8%
77CIBGRUPO CIBEST SA$70.88-2.00%$3.2M0.33%HELD
78VVISA INC$323.571.06%$3.1M0.32%1,918−15.6%
79TROWPRICE T ROWE GROUP INC$105.99-0.91%$3.1M0.32%+33,871NEW
80VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$3.0M0.31%6,000−13.0%
81COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$3.0M0.31%402−11.8%
82IEMGISHARES INC$78.63-6.40%$3.0M0.30%+2,807+7.1%
83OEFISHARES TR$364.88-2.89%$2.9M0.30%45,805−83.3%
84VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$2.9M0.30%5,180−9.5%
85ABTABBOTT LABORATORIES$91.070.32%$2.7M0.27%2,091−7.5%
86IJJISHARES TR$141.94-1.11%$2.5M0.26%215−1.1%
87IMOMEA SERIES TRUST$43.01-3.87%$2.5M0.26%26,875−29.7%
88BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$2.2M0.23%438−1.2%
89LRGFISHARES TR$74.85-2.51%$2.2M0.23%13,292−28.1%
90SLVISHARES SILVER TR$61.57-8.08%$2.2M0.23%HELD
91FRMMFORUM MARKETS INC$5.092.41%$2.2M0.23%+767,800NEW
92FHNFIRST HORIZON CORPORATION$24.16-0.37%$2.2M0.23%HELD
93NRPNATURAL RESOURCE PARTNERS LP$105.51-0.46%$2.2M0.23%+560+3.2%
94AMGNAMGEN INC$349.581.15%$2.0M0.21%642−10.0%
95MCDMCDONALDS CORP$279.842.61%$2.0M0.21%1,422−18.2%
96GLWCORNING INC$177.58-10.18%$1.9M0.20%HELD
97VTVVANGUARD INDEX FDS$212.02-1.36%$1.8M0.19%+51+0.5%
98AXPAMERICAN EXPRESS CO$310.66-0.60%$1.6M0.17%506−8.6%
99UBERUBER TECHNOLOGIES INC$70.71-2.08%$1.6M0.17%+11,324+101.2%
100SBUXSTARBUCKS CORP$95.291.22%$1.6M0.17%1,602−8.1%
101VZVERIZON COMMUNICATIONS INC$1.6M0.17%8,394−20.7%
102TAT&T INC$1.6M0.17%3,102−5.3%
103VWOVANGUARD INTL EQUITY INDEX F$1.6M0.17%6,409−17.8%
104NFLXNETFLIX INC.$1.5M0.16%4,085−20.3%
105NKENIKE INC$1.5M0.16%557−1.9%
106KOCOCA COLA CO$1.5M0.16%7,337−26.8%
107SOSOUTHERN CO$1.5M0.15%795−5.0%
108ETENERGY TRANSFER L P$1.4M0.15%+395+0.5%
109ICVTISHARES TR$1.3M0.14%1,667−11.4%
110IVLUISHARES TR$1.3M0.14%500−1.5%
111AGGISHARES TR$1.3M0.14%1,877−12.5%
112IWVISHARES TR$1.3M0.13%HELD
113UNPUNION PAC CORP$1.3M0.13%1,070−16.7%
114VCITVANGUARD SCOTTSDALE FDS$1.3M0.13%333−2.1%
115VXFVANGUARD INDEX FDS$1.2M0.13%HELD
116LMTLOCKHEED MARTIN CORP$1.2M0.13%238−10.6%
117SYSBISHARES TR$1.2M0.12%+76+0.6%
118TSLATESLA INC$1.2M0.12%982−23.3%
119WMWASTE MGMT INC DEL$1.2M0.12%486−8.5%
120VNQVANGUARD INDEX FDS$1.2M0.12%905−6.4%
121DIASTATE STR SPDR DOW JONES IND$1.1M0.12%1,150−31.7%
122CATCATERPILLAR INC$1.1M0.12%201−11.1%
123EPDENTERPRISE PRODS PARTNERS L$1.1M0.12%+205+0.7%
124MAMASTERCARD INCORPORATED$1.1M0.12%899−28.6%
125MDLZMONDELEZ INTL INC$1.1M0.11%2,112−10.0%
126EMBISHARES TR$1.1M0.11%28,094−71.4%
127DOUGDOUGLAS ELLIMAN INC$1.0M0.11%+637,500NEW
128DGROISHARES TR$1.0M0.11%+475+3.3%
129DISDISNEY WALT CO$1.0M0.11%790−6.8%
130AMDADVANCED MICRO DEVICES INC$970K0.10%479−9.1%
131IBMINTERNATIONAL BUSINESS MACHS$966K0.10%465−10.5%
132HCAHCA HEALTHCARE INC$962K0.10%105−4.9%
133ASMLASML HLDG NV$938K0.10%79−10.0%
134AVALGRUPO AVAL ACCIONES Y VALORE$920K0.09%+121,872+139.6%
135SYYSYSCO CORP$913K0.09%2,346−15.5%
136WMT2WELLS FARGO & CO$913K0.09%3,130−21.4%
137MELIMERCADOLIBRE INC$899K0.09%+383+279.6%
138EFVISHARES TR$897K0.09%642−5.1%
139TSMTAIWAN SEMICONDUCTOR MANUFAC$892K0.09%1,772−40.2%
140CRCCALIFORNIA RES CORP$875K0.09%+12,640NEW
141ENBENBRIDGE INC$859K0.09%585−3.6%
142SLQDISHARES TR$836K0.09%HELD
143SPYDSPDR SERIES TRUST$819K0.08%HELD
144IXUSISHARES TR$811K0.08%+1,960+26.5%
145EMREMERSON ELEC CO$811K0.08%698−10.1%
146MCKMCKESSON CORP$809K0.08%316−25.3%
147SPYMSPDR SERIES TRUST$808K0.08%282−2.6%
148FNDFSCHWAB STRATEGIC TR$801K0.08%18,698−53.3%
149CGDVCAPITAL GROUP DIVIDEND VALUE$793K0.08%HELD
150NUNU HLDGS LTD$791K0.08%HELD
151BILSPDR SERIES TRUST$788K0.08%HELD
152VLOVALERO ENERGY CORP$783K0.08%185−5.5%
153IBDSISHARES TR$748K0.08%HELD
154PFEPFIZER INC$747K0.08%2,131−7.4%
155MRKMERCK & CO INC$746K0.08%691−10.0%
156VIOVVANGUARD ADMIRAL FDS INC$746K0.08%+6+0.1%
157RSPINVESCO EXCHANGE TRADED FD T$735K0.08%HELD
158BTIBRITISH AMERN TOB PLC$732K0.08%5,073−28.9%
159IBDYISHARES TR$704K0.07%HELD
160IBDZISHARES TR$704K0.07%HELD
161TFISPDR SERIES TRUST$702K0.07%300−1.9%
162NOCNORTHROP GRUMMAN CORP$699K0.07%367−26.4%
163IWLISHARES TR$695K0.07%HELD
164VDEVANGUARD WORLD FD$692K0.07%+490+14.0%
165IBDXISHARES TR$691K0.07%HELD
166SPYSTATE STR SPDR S&P 500 ETF T$680K0.07%233−18.2%
167SCHMSCHWAB STRATEGIC TR$677K0.07%461−2.1%
168IBCAISHARES TR$667K0.07%+4,000+18.2%
169IBDRISHARES TR$651K0.07%14,000−34.3%
170BACBANK AMERICA CORP$630K0.07%7,223−35.8%
171SCHWSCHWAB CHARLES CORP$630K0.07%485−6.7%
172GSIEGOLDMAN SACHS ETF TR$622K0.06%627−4.2%
173VOVANGUARD INDEX FDS$594K0.06%+33+1.6%
174TRVTRAVELERS COMPANIES INC$588K0.06%685−25.4%
175FCXFREEPORT MCMORAN INC$578K0.06%+85+0.9%
176IBDTISHARES TR$569K0.06%HELD
177IBDUISHARES TR$566K0.06%HELD
178ITMVANECK ETF TRUST$560K0.06%HELD
179UNHUNITEDHEALTH GROUP INC$548K0.06%792−28.1%
180VLUEISHARES TR$531K0.05%45−1.2%
181IBDVISHARES TR$522K0.05%HELD
182IBDWISHARES TR$518K0.05%HELD
183IJHISHARES TR$503K0.05%2,168−22.5%
184AFLAFLAC INC$503K0.05%1,659−26.6%
185IJRISHARES TR$502K0.05%786−16.3%
186NVSNOVARTIS AG$488K0.05%1,607−33.4%
187EQTEQT CORP$483K0.05%29−0.4%
188LOWLOWES COS INC$479K0.05%106−5.0%
189SCHDSCHWAB STRATEGIC TR$476K0.05%925−5.6%
190PKWINVESCO EXCHANGE TRADED FD T$472K0.05%440−10.9%
191ISRGINTUITIVE SURGICAL INC$467K0.05%146−12.6%
192IGIBISHARES TR$461K0.05%HELD
193LAMRLAMAR ADVERTISING CO$458K0.05%7−0.2%
194ECECOPETROL S A$456K0.05%139,883−82.1%
195QQQINVESCO QQQ TR$454K0.05%+21+2.7%
196APOAPOLLO GLOBAL MGMT INC$448K0.05%+4,019NEW
197PSXPHILLIPS 66$441K0.05%626−20.5%
198CNQCANADIAN NAT RES LTD MED TER$434K0.04%5,895−39.8%
199ESQESQUIRE FINL HLDGS INC$430K0.04%HELD
200DDOMINION ENERGY INC$430K0.04%49−0.7%
201CARTMAPLEBEAR INC$417K0.04%HELD
202MARMARRIOTT INTL INC NEW$413K0.04%230−15.4%
203SNYSANOFI SA$410K0.04%1,357−13.8%
204IVALEA SERIES TRUST$404K0.04%+2,887+32.1%
205SHELSHELL PLC$397K0.04%853−16.6%
206TLTISHARES TR$397K0.04%249−5.2%
207SCHGSCHWAB STRATEGIC TR$396K0.04%1,647−10.8%
208IWMISHARES TR$390K0.04%+70+4.7%
209TMOTHERMO FISHER SCIENTIFIC INC$387K0.04%275−25.9%
210COFCAPITAL ONE FINL CORP$387K0.04%252−10.6%
211ZTSZOETIS INC$386K0.04%104−3.1%
212BILSSPDR SERIES TRUST$383K0.04%HELD
213INTCINTEL CORP$381K0.04%2,298−21.0%
214ITWILLINOIS TOOL WKS INC$380K0.04%456−23.8%
215USMVISHARES TR$370K0.04%161−3.9%
216WMBWILLIAMS COS INC$369K0.04%351−6.5%
217MRSHMARSH & MCLENNAN COS INC$369K0.04%683−24.3%
218IEVISHARES TR$367K0.04%HELD
219NSCNORFOLK SOUTHN CORP$359K0.04%279−18.2%
220EFGISHARES TR$357K0.04%2,383−42.6%
221TSEMTOWER SEMICONDUCTOR LTD$342K0.04%75−3.7%
222NVONOVO-NORDISK A S$337K0.03%817−8.2%
223GLDSPDR GOLD TR$333K0.03%HELD
224GWWWW GRAINGER INC$332K0.03%117−27.8%
225HONHONEYWELL INTL INC$330K0.03%792−35.1%
226SHYGISHARES TR$323K0.03%HELD
227FBTCFIDELITY WISE ORIGIN BITCOIN$321K0.03%220−3.9%
228CCITIGROUP INC$319K0.03%1,192−29.7%
229GILDGILEAD SCIENCES INC$318K0.03%453−16.6%
230PNCPNC FINL SVCS GROUP INC$305K0.03%441−23.1%
231ADIANALOG DEVICES INC$305K0.03%505−34.5%
232EDCONSOLIDATED EDISON INC$302K0.03%18−0.7%
233VBVANGUARD INDEX FDS$300K0.03%+73+6.8%
234EMXCISHARES INC$299K0.03%3,702−49.4%
235JEFJEFFERIES FINANCIAL GROUP IN$296K0.03%+7,171NEW
236DUKDUKE ENERGY CORP NEW$294K0.03%339−13.1%
237CRMSALESFORCE INC$286K0.03%317−17.1%
238SHWSHERWIN WILLIAMS CO$286K0.03%312−25.9%
239CCUCOMPANIA CERVECERIAS UNIDAS$284K0.03%HELD
240OMCOMNICOM GROUP INC$283K0.03%28−0.7%
241STNESTONECO LTD$277K0.03%HELD
242SCHASCHWAB STRATEGIC TR$270K0.03%HELD
243COHRCOHERENT CORP$268K0.03%HELD
244COPCONOCOPHILLIPS$261K0.03%377−16.0%
245BCDABRDN ETFS$260K0.03%HELD
246CBCHUBB LTD SWITZ$255K0.03%127−14.0%
247BABOEING CO$254K0.03%355−21.7%
248DEODIAGEO PLC$251K0.03%HELD
249IAUISHARES GOLD TR$249K0.03%8,795−75.7%
250MUMICRON TECHNOLOGY INC$248K0.03%380−34.1%
251ADPAUTOMATIC DATA PROCESSING IN$241K0.02%558−32.0%
252SPLVINVESCO EXCH TRADED FD TR II$240K0.02%HELD
253CORCENCORA INC$233K0.02%392−34.6%
254BDXBECTON DICKINSON & CO$231K0.02%+1,468NEW
255MDYSTATE STR SPDR S&P MIDCAP 40$229K0.02%HELD
256HWCHANCOCK WHITNEY CORPORATION$226K0.02%+3,558NEW
257PANWPALO ALTO NETWORKS INC$224K0.02%130−8.5%
258ROKROCKWELL AUTOMATION INC$221K0.02%8−1.3%
259MTNVAIL RESORTS INC$221K0.02%4,197−70.9%
260WDFCWD 40 CO$219K0.02%HELD
261SDYSPDR SERIES TRUST$217K0.02%HELD
262EOGEOG RES INC$215K0.02%+1,489NEW
263IWRISHARES TR$215K0.02%HELD
264RSGREPUBLIC SVCS INC$212K0.02%819−45.8%
265TJXTJX COS INC NEW$209K0.02%431−24.8%
266PBRPETROLEO BRASILEIRO S A$208K0.02%271−2.6%
267CLCOLGATE PALMOLIVE CO$207K0.02%780−24.3%
268ETRENTERGY CORP NEW$206K0.02%+1,836NEW
269SIDCOMPANHIA SIDERURGICA NACION$198K0.02%+80,000+100.0%
270CKXCKX LDS INC$189K0.02%HELD
271PUMPPROPETRO HLDG CORP$177K0.02%HELD
272PBIPITNEY BOWES INC$167K0.02%+15,090NEW
273GPRKGEOPARK LTD$133K0.01%50,000−78.1%
274PBYIPUMA BIOTECHNOLOGY INC$64K0.01%17,999−64.1%
275TMCTMC THE METALS COMPANY INC$57K0.01%HELD
276IRDOPUS GENETICS INC$55K0.01%HELD
277INGNINOGEN INC210,000EXITED
278FNDXSCHWAB STRATEGIC TR36,243EXITED
279CMCSACOMCAST CORP NEW22,725EXITED
280SAPSAP SE1,935EXITED
281EXKEXACT SCIENCES CORP4,422EXITED
282VGLTVANGUARD SCOTTSDALE FDS7,305EXITED
283HEFAISHARES TR9,054EXITED
284GEGE AEROSPACE1,211EXITED
285ACNACCENTURE PLC IRELAND1,318EXITED
286BABINVESCO EXCH TRADED FD TR II12,800EXITED
287GISGENERAL MLS INC7,100EXITED
288MCOMOODYS CORP617EXITED
289ALLALLSTATE CORP1,478EXITED
290AJGGALLAGHER ARTHUR J & CO1,185EXITED
291HIGHARTFORD INSURANCE GROUP INC2,220EXITED
292GSGOLDMAN SACHS GROUP INC339EXITED
293VFVAVANGUARD WELLINGTON FD2,068EXITED
294SPGIS&P GLOBAL INC516EXITED
295RYROYAL BK CDA1,580EXITED
296BKNGBOOKING HOLDINGS INC50EXITED
297ULUNILEVER PLC4,013EXITED
298CGXUCAPITAL GROUP INTL FOCUS EQT8,694EXITED
299UNMUNUM GROUP3,204EXITED
300DFEVDIMENSIONAL ETF TRUST7,083EXITED
301PAYXPAYCHEX INC2,123EXITED
302RTXRTX CORPORATION1,286EXITED
303PHMPULTE GROUP INC1,985EXITED
304XLKSELECT SECTOR SPDR TR1,614EXITED
305LMBLIMBACH HLDGS INC2,940EXITED
306USBUS BANCORP DEL4,226EXITED
307LINLINDE PLC528EXITED
308SMFGSUMITOMO MITSUI FINL GROUP I11,478EXITED
309CBRECBRE GROUP INC1,333EXITED
310FISFIDELITY NATL INFORMATION SV3,192EXITED
311MEARISHARES U S ETF TR4,205EXITED
312FASTFASTENAL CO5,271EXITED
313ORIOLD REP INTL CORP4,572EXITED
314MLIMUELLER INDS INC1,804EXITED
315IWPISHARES TR1,468EXITED
316NEENEXTERA ENERGY INC2,496EXITED
317RITMRITHM CAPITAL CORP10,677EXITED
318IIIINFORMATION SVCS GROUP INC15,756EXITED
319SSPSCRIPPS E W CO OHIO18,836EXITED
320QUADQUAD / GRAPHICS INC10,814EXITED
321HPKHIGHPEAK ENERGY INC10,054EXITED
322NATNORDIC AMERICAN TANKERS LIMI10,677EXITED
323BDTXBLACK DIAMOND THERAPEUTICS I11,077EXITED

Source: SEC EDGAR · accession 0001062993-26-002504. 13F discloses long positions only — shorts, foreign equities, and options are excluded.