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Institutional

Summit Trail Advisors, LLC

CIK 0001698478
$6.98B
Reported AUM
1,441
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Summit Trail Advisors, LLC · Q1 2026

AI · grounded in 13F

Summit Trail Advisors, LLC increased its position in OLLI by 6,174.58%. The fund also accumulated shares in EXPD and DLO, while adding 1,153 new positions to a portfolio with $6.98B in total AUM. Conversely, the fund trimmed its holdings in VGSH by 64.61% and GLD by 62.09%.

Portfolio · Q1 2026

VOO$630.1MUSFR$499.8MAVGOAAPLVEAOLLINVDARSPGOOGLOther$3.47BSL

Top holdings· first 500 of 1441

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$630.1M9.03%+81,634+8.4%
2USFRWISDOMTREE TR$50.400.01%4.03%19.29%$499.8M7.16%+1,331,889+15.5%
3AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$234.9M3.36%+31,594+4.3%
4AAPLAPPLE INC$307.34-1.25%51.31%116.17%$181.1M2.59%+130,867+22.5%
5VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$162.7M2.33%+508,606+25.0%
6OLLIOLLIES BARGAIN OUTLET HLDGS$79.023.02%-35.75%-17.62%$147.5M2.11%+1,576,616+6174.6%
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$145.6M2.09%+247,628+42.2%
8RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$138.9M1.99%+54,601+8.2%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$133.7M1.92%+212,668+84.3%
10GOOGALPHABET INC$365.76-0.95%109.82%172.71%$115.0M1.65%+133,677+50.0%
11MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$107.7M1.54%+44,058+17.8%
12VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%23.65%32.53%$101.2M1.45%+316,118+20.3%
13DLODLOCAL LTD$11.24-4.50%8.95%-73.44%$99.6M1.43%+6,738,506+716.2%
14APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$90.8M1.30%+60,110+9.1%
15AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$77.4M1.11%+89,115+31.5%
16ISHGISHARES TR$74.790.15%1.71%-4.04%$74.1M1.06%69,142−6.5%
17METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$67.0M0.96%+33,101+39.4%
18IWMISHARES TR$281.65-3.55%34.35%35.27%$62.4M0.89%+47,474+23.2%
19EXPDEXPEDITORS INTL WASH INC$160.890.28%45.28%32.53%$59.2M0.85%+475,623+4711.9%
20SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$58.4M0.84%+21,229+30.9%
21PPAINVESCO EXCHANGE TRADED FD T$170.50-1.75%25.68%134.45%$55.1M0.79%+42,065+14.5%
22AGGISHARES TR$98.17-0.50%5.32%-1.36%$53.0M0.76%+92,260+20.9%
23PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$52.8M0.76%+79,111+28.1%
24VGITVANGUARD SCOTTSDALE FDS$58.56-0.41%3.95%-1.09%$47.9M0.69%39,451−4.7%
25KBWBINVESCO EXCH TRADED FD TR II$90.170.68%36.18%63.18%$42.0M0.60%7,333−1.4%
26JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$41.2M0.59%+28,144+25.1%
27BRK/BBERKSHIRE HATHAWAY INC DEL$40.1M0.58%+10,751+14.7%
28TSLATESLA INC$391.00-6.56%32.48%70.69%$37.3M0.53%+28,829+40.3%
29IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$29.6M0.42%+47,488+16.5%
30CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$29.2M0.42%160−0.4%
31AONAON PLC$328.531.95%$29.1M0.42%+4,206+4.9%
32EFAISHARES TR$102.26-2.56%$28.9M0.41%19,567−6.2%
33VTIVANGUARD INDEX FDS$363.38-2.68%$28.3M0.41%+26,604+43.2%
34VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$27.1M0.39%+46,823+31.4%
35LLYELI LILLY & CO$1131.420.55%$26.1M0.37%+7,823+38.0%
36RSPTINVESCO EXCHANGE TRADED FD T$63.352.74%$25.7M0.37%+130,154+29.7%
37JNJJOHNSON & JOHNSON$232.772.02%$25.1M0.36%+20,623+25.1%
38SGUSTAR GROUP LP$12.69-0.86%$24.8M0.36%+2,022,000NEW
39XOMEXXON MOBIL CORP$149.92-1.39%$24.6M0.35%+23,498+19.4%
40VBVANGUARD INDEX FDS$288.20-2.44%$23.4M0.33%+3,660+4.3%
41ERIEERIE INDTY CO$227.410.08%$23.2M0.33%11,327−10.9%
42IVVISHARES TR$740.91-2.62%$22.7M0.32%+14,683+73.4%
43KCCAKRANESHARES TRUST$16.640.09%$21.2M0.30%+193,608+15.6%
44SCHWSCHWAB CHARLES CORP$88.840.95%$19.8M0.28%+28,810+15.9%
45COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$19.6M0.28%+3,941+25.0%
46WMTWALMART INC$118.880.97%$19.4M0.28%+29,574+23.4%
47APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$19.1M0.27%+3,359+2.0%
48ANETARISTA NETWORKS INC$154.27-7.07%$18.6M0.27%+74,554+96.8%
49EFVISHARES TR$76.90-1.91%$17.7M0.25%+10+0.0%
50CVXCHEVRON CORPORATION$187.31-0.55%$17.5M0.25%+13,307+18.7%
51GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$17.4M0.25%+3,409+19.9%
52OKTAOKTA INC$118.72-3.85%$17.3M0.25%41,876−16.0%
53BBJPJ P MORGAN EXCHANGE TRADED F$74.881.64%$17.1M0.24%+70,218+39.6%
54SPMDSPDR SERIES TRUST$64.84-1.94%$16.4M0.23%14,849−5.1%
55VVISA INC$323.571.06%$15.7M0.22%+13,082+33.8%
56MUMICRON TECHNOLOGY INC$864.01-13.25%$15.4M0.22%+6,589+16.9%
57IWFISHARES TR$122.69-3.26%$15.4M0.22%+4,158+13.1%
58RTXRTX CORPORATION$180.990.88%$15.0M0.21%+13,571+21.1%
59IEFAISHARES TR$95.56-2.60%$14.9M0.21%57,206−25.7%
60CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$14.5M0.21%+4,996+15.6%
61ABBVABBVIE INC$227.231.02%$14.0M0.20%+16,124+33.3%
62LMTLOCKHEED MARTIN CORP$523.760.91%$12.8M0.18%+1,267+6.3%
63WDCWESTERN DIGITAL CORP$511.72-11.08%$12.7M0.18%+3,317+7.6%
64IJRISHARES TR$137.68-1.84%$12.6M0.18%+6,560+6.9%
65BACBANK AMERICA CORP$53.83-0.63%$12.4M0.18%+43,328+20.6%
66CSCOCISCO SYS INC$121.64-6.43%$12.3M0.18%+32,455+25.7%
67MAMASTERCARD INCORPORATED$491.081.93%$12.3M0.18%+180+0.7%
68PMPHILIP MORRIS INTL INC$178.291.89%$12.2M0.18%+5,141+7.5%
69HDHOME DEPOT INC$310.780.27%$12.2M0.17%+6,697+22.1%
70HIMSHIMS & HERS HEALTH INC$26.260.29%$12.1M0.17%9,288−1.6%
71DDOGDATADOG INC$234.11-3.90%$12.0M0.17%+1,895+1.9%
72NFLXNETFLIX INC.$82.180.76%$11.8M0.17%+25,001+25.6%
73SCHBSCHWAB STRATEGIC TR$28.650.70%$11.4M0.16%108,727−19.4%
74LRCXLAM RESEARCH CORP$303.28-9.85%$11.2M0.16%+10,060+23.7%
75XLISELECT SECTOR SPDR TR$174.18-1.12%$10.8M0.16%27,385−29.0%
76UBERUBER TECHNOLOGIES INC$70.71-2.08%$10.6M0.15%2,105−1.4%
77GEGE AEROSPACE$328.000.11%$10.6M0.15%+7,662+25.9%
78AMDADVANCED MICRO DEVICES INC$466.38-10.86%$10.5M0.15%+12,306+31.3%
79QQQINVESCO QQQ TR$705.06-4.80%$10.4M0.15%969−5.1%
80IWRISHARES TR$106.21-2.12%$10.4M0.15%+97,641+1055.9%
81CCITIGROUP INC$132.47-1.98%$10.2M0.15%+18,939+26.8%
82BNDVANGUARD BD INDEX FDS$72.83-0.45%$10.1M0.14%773−0.6%
83BKNGBOOKING HOLDINGS INC$165.84-0.99%$10.0M0.14%+769+47.6%
84MRKMERCK & CO INC$120.790.44%$10.0M0.14%+11,021+15.3%
85STIPISHARES TR$102.28-0.23%$9.9M0.14%+3,510+3.8%
86ORCLORACLE CORP$213.68-9.59%$9.8M0.14%+26,702+67.0%
87PGPROCTER & GAMBLE CO$146.544.09%$9.6M0.14%+10,569+18.8%
88IWPISHARES TR$139.23-2.75%$9.3M0.13%+69,832+2458.9%
89AXPAMERICAN EXPRESS CO$310.66-0.60%$9.3M0.13%+9,666+45.9%
90VOVANGUARD INDEX FDS$78.53-2.06%$9.3M0.13%+30,473+1692.9%
91CRMSALESFORCE INC$185.66-1.64%$9.1M0.13%2,166−4.2%
92GEVGE VERNOVA INC$933.61-3.09%$9.0M0.13%+1,649+18.9%
93TAT&T INC$22.75-0.09%$8.7M0.13%+56,313+23.0%
94WMT2WELLS FARGO & CO$8.7M0.12%+2,842+2.7%
95COINCOINBASE GLOBAL INC$152.40-7.15%$8.7M0.12%+3,939+8.6%
96TJXTJX COS INC NEW$160.711.31%$8.5M0.12%+17,130+47.6%
97KRMNKARMAN HLDGS INC$48.41-2.08%$8.4M0.12%+96,211+1103.7%
98AMATAPPLIED MATLS INC$453.01-9.71%$8.4M0.12%+6,259+34.3%
99SPTLSPDR SERIES TRUST$25.81-0.10%$8.4M0.12%+62,964+24.7%
100SNDKSANDISK CORP$1559.32-11.39%$8.2M0.12%453−3.4%
101IWBISHARES TR$8.1M0.12%+8,991+66.1%
102KOCOCA COLA CO$8.0M0.12%+25,443+31.7%
103ITOTISHARES TR$7.9M0.11%2,485−4.3%
104UNHUNITEDHEALTH GROUP INC$7.9M0.11%+6,874+30.7%
105VTVVANGUARD INDEX FDS$7.8M0.11%11,946−23.1%
106MCDMCDONALDS CORP$7.7M0.11%+6,341+34.3%
107VZVERIZON COMMUNICATIONS INC$7.3M0.10%+28,556+24.4%
108FITBFIFTH THIRD BANCORP$7.3M0.10%+68,085+77.0%
109KLACKLA CORP$7.3M0.10%+987+25.0%
110IBMINTERNATIONAL BUSINESS MACHS$7.2M0.10%+7,190+31.8%
111LINLINDE PLC$7.2M0.10%+4,171+40.2%
112DASHDOORDASH INC$7.2M0.10%1,739−3.5%
113PEPPEPSICO INC$7.0M0.10%11−0.0%
114MOALTRIA GROUP INC$7.0M0.10%+9,631+10.0%
115COPCONOCOPHILLIPS$7.0M0.10%+10,789+25.7%
116NEENEXTERA ENERGY INC$6.9M0.10%+28,109+60.8%
117DEDEERE & CO$6.8M0.10%+888+7.9%
118QUALISHARES TR$6.8M0.10%+9,582+37.2%
119SOFISOFI TECHNOLOGIES INC$6.7M0.10%+120,225+40.0%
120ADIANALOG DEVICES INC$6.6M0.10%+8,613+70.4%
121TMOTHERMO FISHER SCIENTIFIC INC$6.4M0.09%+3,669+38.9%
122MARMARRIOTT INTL INC NEW$6.4M0.09%+2,723+16.1%
123INTCINTEL CORP$6.4M0.09%+21,994+17.9%
124ABTABBOTT LABORATORIES$6.3M0.09%+3,272+5.6%
125MNSTMONSTER BEVERAGE CORP NEW$6.2M0.09%+18,210+27.0%
126PFEPFIZER INC$6.1M0.09%7,532−3.3%
127GILDGILEAD SCIENCES INC$6.1M0.09%+7,917+22.0%
128ALLALLSTATE CORP$6.1M0.09%+5,367+22.5%
129KRKROGER CO$6.1M0.09%+5,588+7.2%
130ASMLASML HLDG NV$6.0M0.09%+2,647+137.1%
131MPCMARATHON PETE CORP$6.0M0.09%+1,124+4.8%
132LHXL3HARRIS TECHNOLOGIES INC$6.0M0.09%+6,316+57.1%
133PHPARKER-HANNIFIN CORP$6.0M0.09%+1,915+40.1%
134AKREPROFESIONALLY MANAGED PORTFO$6.0M0.09%163,124−59.0%
135ETNEATON CORP PLC$5.9M0.09%+2,391+16.8%
136GDGENERAL DYNAMICS CORP$5.9M0.08%+3,256+23.4%
137CLCOLGATE PALMOLIVE CO$5.8M0.08%+13,331+24.2%
138PGRPROGRESSIVE CORP$5.8M0.08%+8,017+37.5%
139EEMISHARES TR$5.8M0.08%+6,459+6.8%
140BLKBLACKROCK INC$5.8M0.08%+1,879+45.6%
141TXG10X GENOMICS INC$5.7M0.08%+49,382+22.4%
142IWVISHARES TR$5.7M0.08%+1,695+12.3%
143TERTERADYNE INC$5.7M0.08%+3,514+22.4%
144AMGNAMGEN INC$5.7M0.08%+2,650+19.6%
145SPGSIMON PPTY GROUP INC NEW$5.6M0.08%11,695−27.9%
146MSMORGAN STANLEY$5.6M0.08%+9,562+38.8%
147LOWLOWES COS INC$5.6M0.08%+4,661+24.4%
148IEMGISHARES INC$5.6M0.08%37,078−31.6%
149CSXCSX CORP$5.5M0.08%+13,634+11.3%
150GLWCORNING INC$5.5M0.08%+3,311+8.9%
151VIGVANGUARD SPECIALIZED FUNDS$5.5M0.08%+2,549+11.1%
152NEMNEWMONT CORP$5.5M0.08%+6,625+15.1%
153ABNBAIRBNB INC$5.4M0.08%+10,800+33.9%
154HONHONEYWELL INTL INC$5.4M0.08%+7,026+41.9%
155GLDSPDR GOLD TR$5.4M0.08%20,482−62.1%
156CARRCARRIER GLOBAL CORPORATION$5.4M0.08%+23,851+33.5%
157EDCONSOLIDATED EDISON INC$5.3M0.08%+2,625+5.9%
158CPRTCOPART INC$5.3M0.08%+116,735+277.6%
159CFCF INDUSTRIES HOLD$5.3M0.08%+20,955+107.2%
160FERGFERGUSON ENTERPRISES INC$5.3M0.08%+22,530NEW
161VGSHVANGUARD SCOTTSDALE FDS$5.2M0.08%163,288−64.6%
162VGTVANGUARD WORLD FD$5.2M0.07%+131+1.8%
163ISRGINTUITIVE SURGICAL INC$5.2M0.07%+1,262+12.6%
164CMICUMMINS INC$5.2M0.07%+2,142+28.6%
165MSIMOTOROLA SOLUTIONS INC$5.2M0.07%+4,811+67.9%
166IWYISHARES TR$5.1M0.07%+689+3.4%
167CBCHUBB LTD SWITZ$5.1M0.07%+5,912+60.7%
168FIVEFIVE BELOW INC$5.1M0.07%+4,456+25.1%
169DVADAVITA INC$4.9M0.07%7,930−19.8%
170INTUINTUIT$4.9M0.07%+2,695+31.6%
171MASMASCO CORP$4.8M0.07%+30,878+62.5%
172TMUST-MOBILE US INC$4.8M0.07%+11,789+105.8%
173QCOMQUALCOMM INC$4.8M0.07%+926+2.5%
174DISDISNEY WALT CO$4.8M0.07%+1,782+3.7%
175UNPUNION PAC CORP$4.8M0.07%+3,614+22.6%
176SPGIS&P GLOBAL INC$4.7M0.07%+2,156+24.0%
177MPWRMONOLITHIC PWR SYS INC$4.7M0.07%+491+12.8%
178CRUSCIRRUS LOGIC INC$4.7M0.07%+3,264+11.1%
179QXOQXO INC$4.7M0.07%+21,727+9.9%
180JAZZJAZZ PHARMACEUTICALS PLC$4.7M0.07%985−3.8%
181COFCAPITAL ONE FINL CORP$4.7M0.07%+7,737+43.3%
182PSXPHILLIPS 66$4.6M0.07%+4,192+19.8%
183WYWEYERHAEUSER CO$4.6M0.07%+11,857+6.7%
184HWMHOWMET AEROSPACE INC$4.5M0.07%+3,353+20.5%
185MDLZMONDELEZ INTL INC$4.5M0.06%+16,232+26.4%
186EBAYEBAY INC.$4.4M0.06%+16,477+51.7%
187WMWASTE MGMT INC DEL$4.4M0.06%+6,844+56.0%
188ORLYOREILLY AUTOMOTIVE INC$4.4M0.06%+17,712+60.2%
189BMYBRISTOL-MYERS SQUIBB CO$4.3M0.06%+16,548+30.2%
190BRK/ABERKSHIRE HATHAWAY INC DEL$4.3M0.06%2−25.0%
191JCIJOHNSON CONTROLS INTERNATION$4.3M0.06%+2,434+8.0%
192CMCSACOMCAST CORP NEW$4.3M0.06%+26,284+21.3%
193LIILENNOX INTL INC$4.3M0.06%+2,224+31.8%
194ADSKAUTODESK INC$4.3M0.06%+5,514+44.7%
195FDXFEDEX CORP$4.3M0.06%+2,739+29.7%
196SBUXSTARBUCKS CORP$4.2M0.06%+10,600+29.1%
197WMBWILLIAMS COS INC$4.2M0.06%+12,976+28.9%
198ALSNALLISON TRANSMISSION HLDGS I$4.2M0.06%+5,467+18.0%
199DUKDUKE ENERGY CORP NEW$4.2M0.06%+8,027+33.7%
200BABOEING CO$4.2M0.06%+5,892+39.1%
201TNETTRINET GROUP INC$4.1M0.06%4,402−3.7%
202DLBDOLBY LABORATORIES INC$4.1M0.06%+15,206+28.4%
203DHRDANAHER CORP DEL$4.1M0.06%+7,362+51.4%
204PANWPALO ALTO NETWORKS INC$4.1M0.06%+5,039+24.5%
205DLTRDOLLAR TREE INC$4.1M0.06%+12,760+51.8%
206JBHTHUNT J B TRANS SVCS INC$4.1M0.06%+4,008+26.3%
207RLRALPH LAUREN CORP$4.1M0.06%+2,132+21.9%
208HCAHCA HEALTHCARE INC$4.1M0.06%+1,648+23.7%
209EMREMERSON ELEC CO$4.1M0.06%+6,356+25.7%
210VEUVANGUARD INTL EQUITY INDEX F$4.1M0.06%+18,060+50.0%
211MCKMCKESSON CORP$4.1M0.06%+155+3.4%
212NETCLOUDFLARE INC$4.0M0.06%153−0.8%
213NOWSERVICENOW INC$4.0M0.06%+12,408+47.6%
214CCKCROWN HLDGS INC$4.0M0.06%+6,291+18.6%
215EXPEEXPEDIA GROUP INC$4.0M0.06%+67+0.4%
216IJHISHARES TR$4.0M0.06%80,129−57.5%
217SGISOMNIGROUP INTERNATIONAL INC$4.0M0.06%+11,695+27.7%
218CWCURTISS WRIGHT CORP$4.0M0.06%+843+16.9%
219MGVVANGUARD WORLD FD$3.9M0.06%+18,360+208.2%
220TGTTARGET CORP$3.9M0.06%+5,198+19.0%
221AZNASTRAZENECA PLC$3.9M0.06%+20,119NEW
222RJFRAYMOND JAMES FINL INC$3.9M0.06%+19,396+257.0%
223APPAPPLOVIN CORP$3.9M0.06%+4,466+84.8%
224ADBEADOBE INC$3.8M0.06%+831+5.6%
225TXNTEXAS INSTRS INC$3.8M0.06%+4,270+27.5%
226CVSCVS HEALTH CORP$3.8M0.05%+10,218+23.7%
227DALDELTA AIR LINES INC$3.8M0.05%+7,737+15.9%
228CMFISHARES TR$3.7M0.05%HELD
229ARMKARAMARK$3.7M0.05%+15,476+20.2%
230ITWILLINOIS TOOL WKS INC$3.7M0.05%+4,910+52.7%
231PNCPNC FINL SVCS GROUP INC$3.7M0.05%+8,548+92.8%
232BXBLACKSTONE INC$3.7M0.05%2,485−7.2%
233UPSUNITED PARCEL SVCS INC$3.7M0.05%+3,312+9.7%
234CLHCLEAN HARBORS INC$3.7M0.05%+1,677+15.1%
235STXSEAGATE TECHNOLOGY HLDNGS PL$3.7M0.05%1,044−10.0%
236TNLTRAVEL PLUS LEISURE CO$3.6M0.05%+8,320+18.7%
237INGRINGREDION INC$3.6M0.05%+10,099+45.6%
238CDNSCADENCE DESIGN SYSTEM INC$3.6M0.05%+3,676+39.3%
239ZIONZIONS BANCORPORATION NATL AS$3.6M0.05%+12,841+25.8%
240MDTMEDTRONIC PLC$3.6M0.05%228−0.5%
241VUGVANGUARD INDEX FDS$3.6M0.05%262−3.1%
242ACNACCENTURE PLC IRELAND$3.6M0.05%421−2.3%
243SYKSTRYKER CORPORATION$3.6M0.05%+243+2.3%
244TPRTAPESTRY INC$3.5M0.05%+4,062+19.3%
245XELXCEL ENERGY INC$3.5M0.05%+1,289+3.0%
246AEPAMERICAN ELEC PWR CO INC$3.5M0.05%+7,833+41.1%
247ADPAUTOMATIC DATA PROCESSING IN$3.5M0.05%+4,141+31.5%
248SOSOUTHERN CO$3.5M0.05%+13,652+60.3%
249MKSIMKS INC.$3.5M0.05%+1,076+7.6%
250BDXBECTON DICKINSON & CO$3.5M0.05%+7,736+53.3%
251CASYCASEYS GEN STORES INC$3.5M0.05%+627+15.1%
252PLDPROLOGIS INC.$3.5M0.05%+6,961+36.0%
253CEGCONSTELLATION ENERGY CORP$3.5M0.05%+4,276+52.9%
254CMGCHIPOTLE MEXICAN GRILL INC$3.4M0.05%+3,852+3.7%
255SPOTSPOTIFY TECHNOLOGY S A$3.4M0.05%+2,155+43.5%
256TYLTYLER TECHNOLOGIES INC$3.4M0.05%+4,370+78.0%
257SCZISHARES TR$3.4M0.05%HELD
258EMLPFIRST TR EXCHANGE-TRADED FD$3.4M0.05%HELD
259NOCNORTHROP GRUMMAN CORP$3.4M0.05%+102+2.1%
260PAYXPAYCHEX INC$3.4M0.05%+18,819+105.9%
261CFGCITIZENS FINL GROUP INC$3.4M0.05%+11,350+25.3%
262ULTAULTA BEAUTY INC$3.4M0.05%+863+15.5%
263IVWISHARES TR$3.3M0.05%+13,674+85.8%
264MTCHMATCH GROUP INC NEW$3.3M0.05%+53,510+96.4%
265RCLROYAL CARIBBEAN GROUP$3.3M0.05%+2,192+22.0%
266LITELUMENTUM HLDGS INC$3.3M0.05%+336+7.6%
267KEYSKEYSIGHT TECHNOLOGIES INC$3.3M0.05%+5,016+74.0%
268BWXTBWX TECHNOLOGIES INC$3.3M0.05%1,920−10.6%
269DCIDONALDSON INC$3.3M0.05%+4,892+14.4%
270WELLWELLTOWER INC$3.3M0.05%+4,491+37.2%
271FOXAFOX CORP$3.3M0.05%+5,651+11.2%
272TTTRANE TECHNOLOGIES PLC$3.3M0.05%+1,737+28.4%
273QUREQUANTA SVCS INC$3.3M0.05%+686+13.0%
274BKBANK NEW YORK MELLON CORP$3.3M0.05%+6,004+27.9%
275LECOLINCOLN ELEC HLDGS INC$3.3M0.05%+2,941+28.9%
276ECLECOLAB INC$3.3M0.05%+1,672+15.8%
277PCARPACCAR INC$3.3M0.05%+10,158+56.4%
278ICEINTERCONTINENTAL EXCHANGE IN$3.2M0.05%+8,701+72.8%
279VRTXVERTEX PHARMACEUTICALS INC$3.2M0.05%+2,190+43.3%
280RAMPLIVERAMP HLDGS INC$3.2M0.05%+4,512+3.8%
281PFGCPERFORMANCE FOOD GROUP CO$3.2M0.05%+15,578+70.5%
282TRGPTARGA RES CORP$3.2M0.05%+5,935+85.8%
283LNGCHENIERE ENERGY INC$3.2M0.05%+6,336+126.7%
284RBRKRUBRIK INC.$3.2M0.05%1,597−2.4%
285CMECME GROUP INC$3.2M0.05%+2,661+32.4%
286CLXCLOROX CO DEL$3.2M0.05%+543+1.8%
287CTVACORTEVA INC$3.2M0.05%+4,573+13.6%
288DOVDOVER CORP$3.2M0.05%+6,454+72.7%
289NVSNOVARTIS AG$3.2M0.05%+16,957+436.1%
290OKEONEOK INC NEW$3.1M0.05%+4,525+14.9%
291AMEAMETEK INC$3.1M0.05%+1,379+10.4%
292STSENSATA TECHNOLOGIES HLDG PL$3.1M0.04%+27,545+44.9%
293RNGRINGCENTRAL INC$3.1M0.04%+35,654+73.4%
294FCXFREEPORT MCMORAN INC$3.1M0.04%+19,495+57.8%
295SIFYSIFY TECHNOLOGIES LTD$3.1M0.04%+244,426NEW
296XLKSELECT SECTOR SPDR TR$3.1M0.04%+3,208+15.9%
297BCBRUNSWICK CORP$3.1M0.04%+14,785+53.3%
298CCL1EURCARNIVAL CORP$3.1M0.04%16,028−11.8%
299WBDWARNER BROS DISCOVERY INC$3.1M0.04%+21,595+23.8%
300DHID R HORTON INC$3.1M0.04%+11,093+98.5%
301JBLJABIL INC$3.1M0.04%+3,490+43.5%
302VLOVALERO ENERGY CORP$3.1M0.04%+1,252+11.3%
303EAELECTRONIC ARTS INC$3.0M0.04%+5,597+60.0%
304SHELSHELL PLC$3.0M0.04%+20,938+178.6%
305PEGPUBLIC SVC ENTERPRISE GROUP$3.0M0.04%+4,853+14.9%
306WCCWESCO INTL INC$3.0M0.04%+3,924+55.2%
307AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$3.0M0.04%+300NEW
308SHWSHERWIN WILLIAMS CO$3.0M0.04%+1,332+16.5%
309OHIOMEGA HEALTHCARE INVS INC$3.0M0.04%+18,455+36.7%
310DGXQUEST DIAGNOSTICS INC$3.0M0.04%+3,714+31.9%
311HPEHEWLETT PACKARD ENTERPRISE C$3.0M0.04%+27,856+28.4%
312UALUNITED AIRLS HLDGS INC$3.0M0.04%+5,537+20.5%
313GWREGUIDEWIRE SOFTWARE INC$3.0M0.04%+12,278+163.8%
314DDDUPONT DE NEMOURS INC$3.0M0.04%+19,545+43.4%
315ROPROPER TECHNOLOGIES INC$3.0M0.04%+3,038+57.2%
316PAVEGLOBAL X FDS$2.9M0.04%12,872−18.3%
317TXRHTEXAS ROADHOUSE INC$2.9M0.04%314−1.7%
318GRMNGARMIN LTD$2.9M0.04%+2,725+27.8%
319ILMNILLUMINA INC$2.9M0.04%+2,959+14.4%
320ONON SEMICONDUCTOR CORP$2.9M0.04%+9,265+24.7%
321BSYBENTLEY SYS INC$2.9M0.04%+24,286+42.0%
322STZCONSTELLATION BRANDS INC$2.9M0.04%+9,308+94.2%
323SLBSLB LIMITED$2.9M0.04%+8,164+17.1%
324DTDYNATRACE INC$2.9M0.04%+35,038+82.0%
325QRVOQORVO INC$2.9M0.04%+9,140+32.7%
326URIUNITED RENTALS INC$2.9M0.04%+1,018+34.9%
327NWSANEWS CORP NEW$2.9M0.04%+47,990+71.8%
328CRLCHARLES RIV LABS INTL INC$2.9M0.04%547−3.2%
329EIPXFIRST TR EXCHANGE-TRADED FD$2.8M0.04%27,591−23.8%
330TWLOTWILIO INC$2.8M0.04%+10,984+95.0%
331SYFSYNCHRONY FINANCIAL$2.8M0.04%+5,164+14.2%
332YETIYETI HLDGS INC$2.8M0.04%+19,021+32.9%
333LPLALPL FINL HLDGS INC$2.8M0.04%+406+4.5%
334RSGREPUBLIC SVCS INC$2.8M0.04%+4,292+50.6%
335CSLCARLISLE COS INC$2.8M0.04%+1,271+17.9%
336HSBCHSBC HLDGS PLC$2.8M0.04%+28,578+552.1%
337AMTAMERICAN TOWER CORP$2.8M0.04%+2,445+17.9%
338WTWWILLIS TOWERS WATSON PLC LTD$2.8M0.04%+498+5.5%
339MRVLMARVELL TECHNOLOGY INC$2.8M0.04%+3,686+15.3%
340CORCENCORA INC$2.7M0.04%+2,848+48.6%
341HLTHILTON WORLDWIDE HLDGS INC$2.7M0.04%+2,802+45.2%
342HIIHUNTINGTON INGALLS INDS INC$2.7M0.04%+1,706+31.1%
343VRTVERTIV HOLDINGS CO$2.7M0.04%1,652−13.2%
344ALLEALLEGION PLC$2.7M0.04%+6,135+48.5%
345MRSHMARSH & MCLENNAN COS INC$2.7M0.04%+5,148+48.9%
346FSLRFIRST SOLAR INC$2.7M0.04%+7,465+118.7%
347FTNTFORTINET INC$2.7M0.04%+8,006+31.8%
348SNPSSYNOPSYS INC$2.7M0.04%+1,704+33.2%
349XLVSELECT SECTOR SPDR TR$2.7M0.04%3,775−17.0%
350DKSDICKS SPORTING GOODS INC$2.7M0.04%+4,963+57.1%
351NTAPNETAPP INC$2.7M0.04%+8,009+43.5%
352MMM3M CO$2.7M0.04%+4,661+33.4%
353AZOAUTOZONE INC$2.7M0.04%+248+44.9%
354TKRTIMKEN CO$2.7M0.04%+9,919+58.7%
355CBSHCOMMERCE BANCSHARES INC$2.7M0.04%+13,377+32.3%
356NSCNORFOLK SOUTHN CORP$2.7M0.04%+1,775+23.3%
357ATRAPTARGROUP INC$2.7M0.04%+3,666+20.7%
358ROKROCKWELL AUTOMATION INC$2.7M0.04%+3,284+78.1%
359DOCUDOCUSIGN INC$2.7M0.04%+21,238+59.9%
360PHMPULTE GROUP INC$2.7M0.04%+1,500+7.1%
361GMGENERAL MTRS CO$2.7M0.04%+8,081+29.0%
362WDAYWORKDAY INC$2.7M0.04%+10,531+105.5%
363USBUS BANCORP$2.7M0.04%+7,990+18.6%
364WABWABTEC$2.7M0.04%+3,541+50.1%
365EPREPR PPTYS$2.7M0.04%+11,547+27.8%
366CXTCRANE NXT CO$2.6M0.04%+29,793+84.1%
367CIENCIENA CORP$2.6M0.04%1,763−20.6%
368ACGLARCH CAP GROUP LTD$2.6M0.04%2,816−9.3%
369ELANELANCO ANIMAL HEALTH INC$2.6M0.04%+10,048+10.1%
370APDAIR PRODUCTS AND CHEMICALS I$2.6M0.04%+783+9.5%
371ESEVERSOURCE ENERGY$2.6M0.04%+7,865+26.3%
372DELLDELL TECHNOLOGIES INC$2.6M0.04%1,688−9.6%
373MCOMOODYS CORP$2.6M0.04%+1,342+29.0%
374EGPEASTGROUP PPTYS INC$2.6M0.04%+3,621+34.7%
375CDWCDW CORP$2.6M0.04%+11,892+123.7%
376SYYSYSCO CORP$2.6M0.04%+10,320+39.5%
377CGNXCOGNEX CORP$2.6M0.04%+10,524+24.8%
378TRMBTRIMBLE INC$2.6M0.04%+19,857+100.5%
379USFDUS FOODS HLDG CORP$2.6M0.04%+5,778+26.0%
380VMIVALMONT INDS INC$2.6M0.04%+898+16.2%
381CAHCARDINAL HEALTH INC$2.6M0.04%+4,247+53.4%
382PYPLPAYPAL HLDGS INC$2.6M0.04%+32,010+128.1%
383SPBSPECTRUM BRANDS HOLDINGS INC$2.6M0.04%+6,232+21.7%
384PTCPTC INC$2.6M0.04%+6,658+58.4%
385KMIKINDER MORGAN INC DEL$2.6M0.04%+8,655+12.7%
386NKENIKE INC$2.6M0.04%+8,810+22.2%
387AVYAVERY DENNISON CORP$2.6M0.04%+6,804+84.5%
388CTASCINTAS CORP$2.6M0.04%+4,874+47.5%
389ROKUROKU INC$2.6M0.04%+8,004+42.0%
390ROSTROSS STORES INC$2.6M0.04%+5,691+93.1%
391COLBCOLUMBIA BKG SYS INC$2.6M0.04%+9,222+11.0%
392MCHPMICROCHIP TECHNOLOGY INC.$2.5M0.04%2,087−5.0%
393NRGNRG ENERGY INC$2.5M0.04%+3,229+22.7%
394FNBF N B CORP$2.5M0.04%+47,750+45.6%
395INCYINCYTE CORP$2.5M0.04%+14,627+118.0%
396DVNDEVON ENERGY CORP NEW$2.5M0.04%+3,372+7.2%
397PBPROSPERITY BANCSHARES INC$2.5M0.04%+25,277+202.4%
398VVVANGUARD INDEX FDS$2.5M0.04%6,130−41.9%
399MRCYMERCURY SYS INC$2.5M0.04%3,385−8.9%
400VRSKVERISK ANALYTICS INC$2.5M0.04%+6,943+109.5%
401VXUSVANGUARD STAR FDS$2.5M0.04%HELD
402EXCEXELON CORP$2.5M0.04%+12,389+32.0%
403SNASNAP ON INC$2.5M0.04%+2,157+45.7%
404TRVTRAVELERS COMPANIES INC$2.5M0.04%+2,444+40.4%
405TELTE CONNECTIVITY PLC$2.5M0.04%+4,752+67.0%
406OSKOSHKOSH CORP$2.5M0.04%3,334−16.6%
407DLRDIGITAL RLTY TR INC$2.4M0.04%460−3.3%
408NTRSNORTHERN TR CORP$2.4M0.04%+3,930+28.9%
409BENFRANKLIN RESOURCES INC$2.4M0.03%3,969−3.7%
410EWEDWARDS LIFESCIENCES CORP$2.4M0.03%12,690−29.5%
411STTSTATE STR CORP$2.4M0.03%+4,426+30.1%
412VYXNCR VOYIX CORPORATION$2.4M0.03%+123,518+47.9%
413FLSFLOWSERVE CORP$2.4M0.03%+20,325+162.7%
414JKHYHENRY JACK & ASSOC INC$2.4M0.03%+10,021+191.2%
415FASTFASTENAL CO$2.4M0.03%+14,652+39.3%
416LAMRLAMAR ADVERTISING CO$2.4M0.03%+6,559+52.9%
417IRINGERSOLL RAND INC$2.4M0.03%+144+0.5%
418OLEDUNIVERSAL DISPLAY CORP$2.4M0.03%+5,767+28.4%
419AMGAFFILIATED MANAGERS GROUP$2.4M0.03%+2,390+38.4%
420KMBKIMBERLY-CLARK CORP$2.4M0.03%+13,566+122.9%
421SJMSMUCKER J M CO$2.4M0.03%2,596−9.5%
422TRIPTRIPADVISOR INC$2.4M0.03%+86,636+64.0%
423IQVIQVIA HLDGS INC$2.4M0.03%+6,766+95.3%
424PEVERPURE INC$2.4M0.03%+12,444+45.1%
425BYDBOYD GAMING CORP$2.4M0.03%+3,842+15.4%
426EVREVERCORE INC$2.4M0.03%+1,334+20.3%
427HBANHUNTINGTON BANCSHARES INC$2.4M0.03%+28,672+23.5%
428HUBBHUBBELL INC$2.3M0.03%+1,010+26.7%
429MSAMSA SAFETY INC$2.3M0.03%3,789−21.0%
430WECWEC ENERGY GROUP INC$2.3M0.03%+6,169+44.1%
431REGNREGENERON PHARMACEUTICALS$2.3M0.03%+483+19.1%
432IGOVISHARES TR$2.3M0.03%14,264−20.1%
433TXTTEXTRON INC$2.3M0.03%+11,552+76.8%
434VVVVALVOLINE INC$2.3M0.03%21,762−24.0%
435APAAPA CORPORATION$2.3M0.03%+8,317+18.0%
436CITHE CIGNA GROUP$2.3M0.03%+825+10.6%
437VIRTVIRTU FINL INC$2.3M0.03%+3,074+6.2%
438QQNITY ELECTRONICS INC$2.3M0.03%+79+0.4%
439TSNTYSON FOODS INC$2.3M0.03%+3,662+11.4%
440BBYBEST BUY INC$2.3M0.03%+10,771+43.1%
441LDOSLEIDOS HOLDINGS INC$2.3M0.03%+3,842+35.3%
442DDOMINION ENERGY INC$2.3M0.03%+7,856+27.0%
443IDAIDACORP INC$2.3M0.03%+5,324+50.2%
444NDSNNORDSON CORP$2.3M0.03%427−4.8%
445GTESGATES INDL CORP PLC$2.3M0.03%5,234−5.0%
446AFLAFLAC INC$2.3M0.03%+4,223+25.9%
447EWJISHARES INC$2.3M0.03%+1,062+4.1%
448AMPAMERIPRISE FINL INC$2.2M0.03%+691+15.8%
449TWTRADEWEB MKTS INC$2.2M0.03%2,666−12.3%
450DGDOLLAR GEN CORP$2.2M0.03%+5,276+38.9%
451MTBM & T BK CORP$2.2M0.03%5,571−34.0%
452JJACOBS SOLUTIONS INC$2.2M0.03%+2,556+17.0%
453NVSTENVISTA HOLDINGS CORPORATION$2.2M0.03%+28,700+48.5%
454HASHASBRO INC$2.2M0.03%+1,823+8.3%
455PINSPINTEREST INC$2.2M0.03%+39,597+48.5%
456ESSESSEX PPTY TR INC$2.2M0.03%+2,344+34.3%
457FRFIRST INDL RLTY TR INC$2.2M0.03%+8,480+28.4%
458UUNITY SOFTWARE INC$2.2M0.03%+63,100+167.2%
459DOWDOW HLDGS INC$2.2M0.03%27,991−34.6%
460COHRCOHERENT CORP$2.2M0.03%1,352−12.7%
461ESIELEMENT SOLUTIONS INC$2.2M0.03%1,584−2.4%
462GGGGRACO INC$2.2M0.03%+3,101+13.5%
463CFRCULLEN FROST BANKERS INC$2.2M0.03%+139+0.9%
464BROBROWN & BROWN INC$2.2M0.03%+12,932+62.9%
465SWKSSKYWORKS SOLUTIONS INC$2.2M0.03%+10,833+36.3%
466CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.2M0.03%+12,296+53.0%
467MDBMONGODB INC$2.2M0.03%+3,023+51.7%
468ALBALBEMARLE CORP$2.2M0.03%+7,414+158.5%
469KEYKEYCORP$2.2M0.03%+31,633+41.3%
470SNOWSNOWFLAKE INC$2.2M0.03%+3,217+28.9%
471MHDBLACKROCK MUNIHOLDINGS FD IN$2.2M0.03%+191,652NEW
472ZNGAZOOM COMMUNICATIONS INC$2.2M0.03%9,118−25.3%
473CACICACI INTL INC$2.2M0.03%+2,424+158.4%
474CCCCCC INTELLIGENT SOLUTIONS HL$2.1M0.03%+357,491NEW
475WSMWILLIAMS SONOMA INC$2.1M0.03%+1,304+12.5%
476FHBFIRST HAWAIIAN INC$2.1M0.03%+30,001+52.8%
477MSMMSC INDL DIRECT INC$2.1M0.03%+2,173+10.3%
478IDXXIDEXX LABS INC$2.1M0.03%+494+15.0%
479FCNFTI CONSULTING INC$2.1M0.03%+6,948+137.3%
480WOOFPETCO HEALTH & WELLNESS CO I$2.1M0.03%+11,146+1.5%
481HOODROBINHOOD MKTS INC$2.1M0.03%+8,113+36.1%
482OTISOTIS WORLDWIDE CORP$2.1M0.03%+2,534+10.2%
483RYNRAYONIER INC$2.1M0.03%+60,923+146.6%
484CCICROWN CASTLE INC$2.1M0.03%+11,647+81.3%
485LFUSLITTELFUSE INC$2.1M0.03%935−13.1%
486ULUNILEVER PLC$2.1M0.03%+26,871+265.8%
487METMETLIFE INC$2.1M0.03%+3,368+12.8%
488YUMCYUM CHINA HLDGS INC$2.1M0.03%+570+1.3%
489VRSNVERISIGN INC$2.1M0.03%+3,785+81.7%
490FFIVF5 INC$2.1M0.03%+3,930+119.6%
491ACWIISHARES TR$2.1M0.03%+970+6.9%
492SRESEMPRA$2.1M0.03%+6,854+47.0%
493ZTSZOETIS INC$2.1M0.03%+7,326+71.2%
494AAGILENT TECHNOLOGIES INC$2.1M0.03%+5,608+44.3%
495BJBJS WHSL CLUB HLDGS INC$2.1M0.03%+3,927+22.8%
496DOXAMDOCS LTD$2.1M0.03%+6,584+26.1%
497EPDENTERPRISE PRODS PARTNERS L$2.1M0.03%+11,518+26.7%
498RMDRESMED INC$2.1M0.03%+2,737+42.5%
499GWWWW GRAINGER INC$2.1M0.03%+812+75.5%
500HSTHOST HOTELS & RESORTS INC$2.1M0.03%+46,383+76.0%

Source: SEC EDGAR · accession 0001951757-26-000837. 13F discloses long positions only — shorts, foreign equities, and options are excluded.