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Institutional

Waverly Advisors, LLC

CIK 0001568787
$13.40B
Reported AUM
1,614
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Waverly Advisors, LLC · Q1 2026

AI · grounded in 13F

Waverly Advisors, LLC significantly increased its position in SGOL by 3,435.6%. The fund also accumulated shares in CAT by 116.4% and SCHF by 82.0%. On the selling side, the fund closed its position in AZNN, resulting in a decrease of $21.9M. Other reductions included trimming holdings in IVW by 58.4% and IGV by 44.6%.

Portfolio · Q1 2026

IVV$815.9MVUGAAPLVIGOther$9.29BWL

Top holdings· first 500 of 1614

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$740.91-2.62%24.60%80.03%$815.9M6.09%+57,497+4.8%
2VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$337.7M2.52%+36,428+4.9%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$324.8M2.42%+78,731+6.6%
4VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$269.7M2.01%+37,610+3.1%
5NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$231.7M1.73%+122,657+10.2%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$207.5M1.55%+85,581+18.0%
7SPIBSPDR SERIES TRUST$33.24-0.45%5.57%7.88%$181.0M1.35%+315,291+6.2%
8PRFINVESCO EXCHANGE TRADED FD T$53.03-1.89%30.70%80.12%$173.9M1.30%43,645−1.2%
9SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$158.0M1.18%+86,313+55.1%
10AVUVAMERICAN CENTY ETF TR$119.70-1.44%35.45%76.66%$155.8M1.16%+97,783+7.4%
11SGOVISHARES TR$100.450.03%4.31%19.02%$152.0M1.14%+39,429+2.7%
12GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$135.4M1.01%+83,997+21.7%
13AVLVAMERICAN CENTY ETF TR$89.80-1.74%35.81%82.54%$134.3M1.00%+130,746+8.5%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$128.1M0.96%+133,138+27.6%
15VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$118.1M0.88%+4,319+2.2%
16JPIEJ P MORGAN EXCHANGE TRADED F$45.85-0.20%6.37%17.01%$114.8M0.86%+215,345+9.5%
17IWBISHARES TR$403.01-2.58%23.62%73.29%$113.8M0.85%7,546−2.3%
18BRK/BBERKSHIRE HATHAWAY INC DEL$108.4M0.81%+24,857+12.3%
19VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$107.4M0.80%+19,215+6.1%
20IWRISHARES TR$106.21-2.12%19.13%42.17%$106.9M0.80%+165,524+17.7%
21SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$102.4M0.76%+992,474+39.3%
22JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$102.4M0.76%+29,118+9.1%
23VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$102.1M0.76%+12,100+3.5%
24VOEVANGUARD INDEX FDS$195.39-0.90%22.75%53.99%$97.7M0.73%12,550−2.3%
25SPYGSPDR SERIES TRUST$116.55-3.83%28.20%85.39%$96.9M0.72%+60,364+6.5%
26BONDPIMCO ETF TR$91.24-0.57%6.80%0.63%$94.3M0.70%+381,386+59.5%
27IWMISHARES TR$281.65-3.55%34.35%35.27%$91.8M0.69%+90,326+32.3%
28GOOGALPHABET INC$365.76-0.95%109.82%172.71%$91.4M0.68%+28,262+9.7%
29VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$90.8M0.68%1,374−0.1%
30RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$90.7M0.68%+25,996+5.8%
31JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$88.9M0.66%+619,736+54.5%
32VONEVANGUARD SCOTTSDALE FDS$333.60-2.51%$87.7M0.65%1,678−0.6%
33IWFISHARES TR$122.69-3.26%$86.7M0.65%+2,818+1.4%
34AVGOBROADCOM INC$385.73-7.92%$83.6M0.62%+9,955+3.8%
35HEFAISHARES TR$45.00-1.85%$81.9M0.61%563,442−22.6%
36SCHBSCHWAB STRATEGIC TR$28.45-2.70%$76.8M0.57%+41,366+1.4%
37CATCATERPILLAR INC$904.28-3.85%$73.9M0.55%+56,087+116.4%
38AVDEAMERICAN CENTY ETF TR$89.07-2.63%$73.3M0.55%+219,039+33.9%
39JNJJOHNSON & JOHNSON$232.772.02%$66.6M0.50%+4,561+1.7%
40VEUVANGUARD INTL EQUITY INDEX F$81.13-3.76%$65.8M0.49%+35,503+4.2%
41PGPROCTER & GAMBLE CO$146.544.09%$65.7M0.49%3,672−0.8%
42VYMVANGUARD WHITEHALL FDS$158.24-1.35%$64.7M0.48%+94,199+27.5%
43QQQINVESCO QQQ TR$705.06-4.80%$64.5M0.48%+2,907+2.7%
44SCHFSCHWAB STRATEGIC TR$26.81-3.77%$63.4M0.47%+1,153,940+82.0%
45VTVVANGUARD INDEX FDS$212.02-1.36%$63.3M0.47%+21,373+7.1%
46VOTVANGUARD INDEX FDS$293.53-3.46%$61.9M0.46%8,473−3.4%
47TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$61.1M0.46%+14,382+8.6%
48XOMEXXON MOBIL CORP$149.92-1.39%$60.3M0.45%+29,390+9.0%
49IJHISHARES TR$73.95-2.00%$58.8M0.44%12,117−1.4%
50IWDISHARES TR$236.42-1.91%$58.2M0.43%8,205−2.9%
51LLYELI LILLY & CO$1131.420.55%$56.5M0.42%+3,240+5.6%
52IWVISHARES TR$418.71-2.61%$55.5M0.41%2,303−1.5%
53METAMETA PLATFORMS INC$593.00-5.51%$54.3M0.41%+35,272+59.1%
54IEIISHARES TR$116.73-0.38%$54.0M0.40%11,111−2.4%
55SCHDSCHWAB STRATEGIC TR$32.30-0.89%$53.6M0.40%+71,535+4.3%
56SCHMSCHWAB STRATEGIC TR$34.83-2.63%$52.7M0.39%39,004−2.2%
57HDHOME DEPOT INC$310.780.27%$51.3M0.38%+17,925+13.0%
58PRFZINVESCO EXCHANGE TRADED FD T$50.82-2.92%$50.9M0.38%17,958−1.6%
59ACWXISHARES TR$73.92-3.88%$50.1M0.37%+8,460+1.2%
60WMTWALMART INC$118.880.97%$49.8M0.37%1,489−0.4%
61DGROISHARES TR$75.17-0.78%$49.6M0.37%8,904−1.2%
62ABBVABBVIE INC$227.231.02%$48.9M0.36%+5,800+2.6%
63COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$48.7M0.36%+12,918+35.9%
64SPYVSPDR SERIES TRUST$60.69-1.12%$47.9M0.36%+42,071+5.2%
65VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$46.8M0.35%7,309−0.8%
66KOCOCA COLA CO$79.483.46%$46.8M0.35%+11,532+1.9%
67IVEISHARES TR$226.54-1.15%$46.0M0.34%+10,493+5.1%
68AVUSAMERICAN CENTY ETF TR$125.15-2.49%$45.9M0.34%+12,540+3.1%
69SPYMSPDR SERIES TRUST$86.81-2.58%$44.9M0.34%+10,399+1.8%
70VVISA INC$323.571.06%$43.9M0.33%+14,287+10.9%
71SGOLETFS GOLD TR$41.12-3.61%$42.6M0.32%+926,753+3435.6%
72MUMICRON TECHNOLOGY INC$864.01-13.25%$40.7M0.30%10,780−8.2%
73SCHXSCHWAB STRATEGIC TR$29.05-2.65%$38.5M0.29%+986,495+191.6%
74MCDMCDONALDS CORP$279.842.61%$37.8M0.28%+7,595+6.7%
75EFVISHARES TR$76.90-1.91%$37.6M0.28%+4,841+1.0%
76EEMISHARES TR$64.59-6.53%$37.5M0.28%+447,313+210.7%
77ORCLORACLE CORP$213.68-9.59%$37.1M0.28%+18,211+7.8%
78SCHOSCHWAB STRATEGIC TR$24.06-0.21%$36.9M0.28%+643,713+73.4%
79SCHESCHWAB STRATEGIC TR$35.15-4.07%$34.4M0.26%+536,116+105.8%
80GLDSPDR GOLD TR$396.24-3.65%$33.6M0.25%+6,397+8.9%
81ETENERGY TRANSFER L P$33.3M0.25%+314,965+22.3%
82VBVANGUARD INDEX FDS$288.20-2.44%$33.2M0.25%+1,495+1.2%
83CSCOCISCO SYS INC$121.64-6.43%$33.1M0.25%+7,088+1.7%
84VTEBVANGUARD MUN BD FDS$50.30-0.16%$32.6M0.24%+51,593+8.6%
85SOSOUTHERN CO$92.601.07%$32.4M0.24%+1,070+0.3%
86VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$32.3M0.24%1,409−0.4%
87IXUSISHARES TR$93.31-3.86%$31.9M0.24%+260,191+239.9%
88VTWOVANGUARD SCOTTSDALE FDS$113.83-3.53%$31.8M0.24%+45,284+16.7%
89ECLECOLAB INC$31.3M0.23%+717+0.6%
90MRKMERCK & CO INC$120.790.44%$31.1M0.23%+2,030+0.8%
91JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$30.9M0.23%+192,355+54.6%
92CVXCHEVRON CORPORATION$187.31-0.55%$30.4M0.23%+5,394+3.8%
93SPABSPDR SERIES TRUST$25.32-0.43%$30.2M0.23%96,814−7.6%
94PEPPEPSICO INC$141.92-0.16%$30.2M0.23%14,504−6.9%
95EFAISHARES TR$102.26-2.56%$29.0M0.22%+16,757+5.9%
96IEFAISHARES TR$95.56-2.60%$28.6M0.21%+23,959+8.2%
97WMWASTE MGMT INC DEL$220.400.63%$28.4M0.21%+19,101+18.3%
98BACBANK AMERICA CORP$53.83-0.63%$28.4M0.21%+17,046+3.0%
99IWYISHARES TR$288.04-3.23%$28.2M0.21%+1,607+1.4%
100FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%$28.1M0.21%+25,505+4.3%
101AXPAMERICAN EXPRESS CO$27.8M0.21%+4,683+5.4%
102SPMDSPDR SERIES TRUST$27.7M0.21%+51,578+12.4%
103VCSHVANGUARD SCOTTSDALE FDS$27.6M0.21%+9,595+2.8%
104VZVERIZON COMMUNICATIONS INC$27.4M0.20%+19,835+3.8%
105VXUSVANGUARD STAR FDS$26.5M0.20%+26,415+8.3%
106CRMSALESFORCE INC$26.3M0.20%+11,036+8.5%
107HONHONEYWELL INTL INC$26.3M0.20%+9,281+8.7%
108UNPUNION PAC CORP$26.2M0.20%+13,093+13.8%
109MINTPIMCO ETF TR$26.2M0.20%10,134−3.7%
110VUSBVANGUARD BD INDEX FDS$25.9M0.19%+112,050+27.4%
111QUALISHARES TR$25.8M0.19%+48,585+56.7%
112BNDVANGUARD BD INDEX FDS$25.2M0.19%+1,969+0.6%
113NFLXNETFLIX INC.$24.8M0.18%+150,395+140.4%
114TSLATESLA INC$24.6M0.18%+9,030+15.8%
115XLKSELECT SECTOR SPDR TR$24.5M0.18%+13,192+7.7%
116BNDWVANGUARD SCOTTSDALE FDS$24.2M0.18%+50,279+16.6%
117JEPQJ P MORGAN EXCHANGE TRADED F$23.5M0.18%+133,909+46.3%
118AZNASTRAZENECA PLC$23.4M0.18%+119,336NEW
119IEMGISHARES INC$23.4M0.17%+23,860+7.6%
120IVWISHARES TR$23.0M0.17%284,778−58.4%
121USTBVICTORY PORTFOLIOS II$22.8M0.17%+27,171+6.4%
122SLYVSPDR SERIES TRUST$22.3M0.17%+190,080+418.4%
123IWPISHARES TR$22.3M0.17%2,396−1.4%
124SBUXSTARBUCKS CORP$22.2M0.17%12,300−4.7%
125SPSBSPDR SERIES TRUST$22.2M0.17%+2,984+0.4%
126ACNACCENTURE PLC IRELAND$22.0M0.16%+3,584+3.3%
127SCHVSCHWAB STRATEGIC TR$21.9M0.16%+133,303+22.8%
128HDVISHARES TR$21.9M0.16%1,831−1.1%
129SPTMSPDR SERIES TRUST$21.7M0.16%44,670−14.0%
130BRK/ABERKSHIRE HATHAWAY INC DEL$21.5M0.16%HELD
131AKREPROFESIONALLY MANAGED PORTFO$21.3M0.16%28,588−6.6%
132GLWCORNING INC$21.1M0.16%13,395−7.9%
133UPSUNITED PARCEL SVCS INC$21.1M0.16%+4,174+2.0%
134SPDWSPDR INDEX SHS FDS$21.0M0.16%16,268−3.4%
135BLKBLACKROCK INC$20.8M0.16%+1,226+6.0%
136LNGCHENIERE ENERGY INC$20.7M0.15%4,059−5.3%
137PANWPALO ALTO NETWORKS INC$20.2M0.15%+25,343+25.1%
138BINCBLACKROCK ETF TRUST II$20.2M0.15%+67,814+21.2%
139SCHRSCHWAB STRATEGIC TR$19.8M0.15%+736,844+1269.1%
140EPDENTERPRISE PRODS PARTNERS L$19.8M0.15%20,129−3.7%
141CCITIGROUP INC$19.5M0.15%+1,430+0.8%
142IWXISHARES TR$19.5M0.15%+4,249+2.1%
143GSGOLDMAN SACHS GROUP INC$19.3M0.14%+1,124+5.2%
144AGGISHARES TR$19.0M0.14%9,879−4.9%
145AMDADVANCED MICRO DEVICES INC$18.7M0.14%1,182−1.3%
146MSMORGAN STANLEY$18.5M0.14%+25,515+29.3%
147DEDEERE & CO$18.5M0.14%+497+1.5%
148DISDISNEY WALT CO$18.2M0.14%11,389−5.7%
149IGVISHARES TR$17.9M0.13%180,055−44.6%
150CGNGCAPITAL GROUP NEW GEOGRAPHY$17.7M0.13%2,128−0.4%
151TMOTHERMO FISHER SCIENTIFIC INC$17.6M0.13%+5,044+16.4%
152NOBLPROSHARES TR$17.6M0.13%+30,806+22.8%
153DFAIDIMENSIONAL ETF TRUST$17.5M0.13%+271,708+152.1%
154XLESELECT SECTOR SPDR TR$17.5M0.13%+74,653+35.3%
155NEENEXTERA ENERGY INC$17.4M0.13%+15,400+9.0%
156VYMIVANGUARD WHITEHALL FDS$17.3M0.13%+42,252+29.9%
157QCOMQUALCOMM INC$17.0M0.13%6,653−4.8%
158LMTLOCKHEED MARTIN CORP$16.9M0.13%+6,067+27.6%
159GGMNORTHERN LTS FD TR II$16.7M0.12%+53,264+9.9%
160DHRDANAHER CORP DEL$16.6M0.12%+10,029+12.9%
161MGVVANGUARD WORLD FD$16.4M0.12%+1,504+1.3%
162AORISHARES TR$16.4M0.12%+7,483+3.0%
163AVDVAMERICAN CENTY ETF TR$16.4M0.12%+5,269+3.3%
164GEGE AEROSPACE$16.4M0.12%+1,280+2.3%
165XLUSELECT SECTOR SPDR TR$16.3M0.12%+108,415+44.1%
166AMATAPPLIED MATLS INC$16.2M0.12%8,535−15.2%
167SCHHSCHWAB STRATEGIC TR$16.0M0.12%+718,499+2599.4%
168AVEMAMERICAN CENTY ETF TR$16.0M0.12%+41,791+26.6%
169BXBLACKSTONE INC$15.9M0.12%+10,778+8.5%
170GDXVANECK ETF TRUST$15.9M0.12%31,296−15.3%
171ADIANALOG DEVICES INC$15.8M0.12%2,928−5.6%
172IWSISHARES TR$15.7M0.12%+460+0.4%
173BPBP PLC$15.7M0.12%+33,171+11.0%
174GEVGE VERNOVA INC$15.5M0.12%+1,321+8.0%
175ITOTISHARES TR$15.4M0.11%+3,838+3.7%
176NEARISHARES U S ETF TR$15.2M0.11%+39,462+15.2%
177IJSISHARES TR$15.2M0.11%+2,473+2.0%
178PMPHILIP MORRIS INTL INC$15.2M0.11%+4,106+4.7%
179IWNISHARES TR$15.1M0.11%371−0.5%
180SYKSTRYKER CORPORATION$15.1M0.11%+1,627+3.7%
181CBLSELEVATION SERIES TRUST$15.1M0.11%+20,555+4.1%
182DYNFBLACKROCK ETF TRUST$15.0M0.11%+24,170+10.3%
183TMUST-MOBILE US INC$14.9M0.11%+16,208+29.5%
184IBMINTERNATIONAL BUSINESS MACHS$14.7M0.11%4,053−6.3%
185IJKISHARES TR$14.7M0.11%1,674−1.1%
186AMGNAMGEN INC$14.6M0.11%+7,344+21.6%
187CLCOLGATE PALMOLIVE CO$14.5M0.11%1,086−0.6%
188IEFISHARES TR$14.5M0.11%+18,798+14.1%
189CMECME GROUP INC$14.5M0.11%+728+1.5%
190DUKDUKE ENERGY CORP NEW$14.4M0.11%+4,333+4.1%
191FPEFIRST TR EXCH TRADED FD III$14.3M0.11%+27,957+3.6%
192VDCVANGUARD WORLD FD$14.2M0.11%1,192−1.8%
193EFGISHARES TR$14.0M0.10%+2,872+2.3%
194BUFDFIRST TR EXCHNG TRADED FD VI$14.0M0.10%+23,716+5.0%
195PAAPLAINS ALL AMERN PIPELINE L$13.9M0.10%53,229−7.9%
196AWKAMERICAN WTR WKS CO INC NEW$13.9M0.10%+334+0.3%
197OEFISHARES TR$13.8M0.10%10,844−20.0%
198MPLXMPLX LP$13.7M0.10%5,340−2.2%
199ETNEATON CORP PLC$13.6M0.10%+1,967+5.4%
200WMT2WELLS FARGO & CO$13.6M0.10%+5,120+3.1%
201BHPBHP BILLITON LIMITED$13.5M0.10%2,087−1.1%
202MTUMISHARES TR$13.5M0.10%18−0.0%
203CINFCINCINNATI FINL CORP$13.4M0.10%291−0.3%
204ENBENBRIDGE INC$13.4M0.10%+3,878+1.6%
205GLOFISHARES TR$13.4M0.10%+27,743+12.1%
206IJRISHARES TR$13.3M0.10%250−0.2%
207EWLISHARES INC$13.3M0.10%+3,543+1.6%
208NUENUCOR CORP$13.2M0.10%828−1.1%
209ABTABBOTT LABORATORIES$13.1M0.10%+17,977+16.3%
210DFSDDIMENSIONAL ETF TRUST$13.1M0.10%4,739−1.7%
211PGRPROGRESSIVE CORP$12.7M0.09%+31,897+99.6%
212PFEPFIZER INC$12.6M0.09%+29,015+6.9%
213TAT&T INC$12.5M0.09%32,624−7.0%
214UBERUBER TECHNOLOGIES INC$12.5M0.09%+138,141+392.2%
215AOAISHARES TR$12.3M0.09%+4,559+3.4%
216EXPEEXPEDIA GROUP INC$12.3M0.09%+452+0.9%
217IWOISHARES TR$12.3M0.09%1,116−2.8%
218AMJBJPMORGAN CHASE FINL CO LLC$12.2M0.09%77,800−18.0%
219MUBISHARES TR$12.2M0.09%2,517−2.1%
220SCHWSCHWAB CHARLES CORP$12.0M0.09%+37,658+41.9%
221JAAAJANUS DETROIT STR TR$12.0M0.09%+16,917+7.7%
222SCHASCHWAB STRATEGIC TR$11.9M0.09%28,138−6.4%
223ACWIISHARES TR$11.8M0.09%276−0.3%
224STIPISHARES TR$11.6M0.09%+104,728+1488.5%
225NOWSERVICENOW INC$11.5M0.09%+81,797+290.7%
226ITWILLINOIS TOOL WKS INC$11.5M0.09%3,392−7.1%
227TJXTJX COS INC NEW$11.3M0.08%+14,043+24.8%
228CWISPDR INDEX SHS FDS$11.3M0.08%+9,642+3.2%
229CAIECALAMOS ETF TR$11.2M0.08%+86,453+24.0%
230BDYNBLACKROCK ETF TRUST$11.1M0.08%+95,522+26.3%
231MKCMCCORMICK & CO INC$11.1M0.08%+3,657+1.7%
232SPEMSPDR INDEX SHS FDS$11.0M0.08%+17,759+8.2%
233EQIXEQUINIX INC$11.0M0.08%+17+0.2%
234RTXRTX CORPORATION$11.0M0.08%+6,117+12.1%
235QVALEA SERIES TRUST$10.9M0.08%+1,907+0.9%
236BIVVANGUARD BD INDEX FDS$10.7M0.08%+20,714+17.6%
237VTVANGUARD INTL EQUITY INDEX F$10.7M0.08%+6,683+9.5%
238VGKVANGUARD INTL EQUITY INDEX F$10.6M0.08%+10,019+8.5%
239DFIVDIMENSIONAL ETF TRUST$10.5M0.08%+10,240+5.4%
240PNCPNC FINL SVCS GROUP INC$10.5M0.08%+1,172+2.4%
241KKRKKR & CO INC$10.5M0.08%+34,717+44.3%
242WESWESTERN MIDSTREAM PARTNERS L$10.4M0.08%102,424−28.8%
243AMANTERO MIDSTREAM CORP$10.4M0.08%+17,051+3.9%
244CPAYCORPAY INC$10.4M0.08%+473+1.3%
245VRTVERTIV HOLDINGS CO$10.3M0.08%+630+1.6%
246VRTXVERTEX PHARMACEUTICALS INC$10.3M0.08%+323+1.4%
247BSXBOSTON SCIENTIFIC CORP$10.2M0.08%+12,801+8.5%
248MRVLMARVELL TECHNOLOGY INC$10.1M0.08%15,580−13.2%
249HELOJ P MORGAN EXCHANGE TRADED F$10.1M0.08%+70+0.0%
250BURLBURLINGTON STORES INC$10.1M0.08%+910+3.0%
251BGBUNGE GLOBAL SA$10.1M0.08%2,070−2.5%
252MGKVANGUARD WORLD FD$10.0M0.07%1,566−5.4%
253ASMLASML HLDG NV$10.0M0.07%+295+4.1%
254INTCINTEL CORP$9.9M0.07%+5,952+2.7%
255SFBSSERVISFIRST BANCSHARES INC$9.9M0.07%23,351−14.6%
256BABOEING CO$9.9M0.07%+7,532+17.8%
257SLBSLB LIMITED$9.8M0.07%937−0.5%
258LAMRLAMAR ADVERTISING CO$9.8M0.07%110−0.1%
259TCAFT ROWE PRICE ETF INC$9.7M0.07%27,149−9.1%
260SMHVANECK ETF TRUST$9.7M0.07%+1,479+6.2%
261IAUISHARES GOLD TR$9.6M0.07%+16,565+17.9%
262IGSBISHARES TR$9.6M0.07%+2,333+1.3%
263ORLYOREILLY AUTOMOTIVE INC$9.6M0.07%+457+0.4%
264XLISELECT SECTOR SPDR TR$9.6M0.07%+3,125+5.6%
265AVSUAMERICAN CENTY ETF TR$9.5M0.07%4,809−3.6%
266FNDASCHWAB STRATEGIC TR$9.4M0.07%+9,230+3.3%
267KRKROGER CO$9.4M0.07%+640+0.5%
268VNLAJANUS DETROIT STR TR$9.3M0.07%+7,392+4.0%
269SHELSHELL PLC$9.3M0.07%+28,246+39.3%
270APDAIR PRODUCTS AND CHEMICALS I$9.3M0.07%+977+3.1%
271VGTVANGUARD WORLD FD$9.3M0.07%+2,690+25.3%
272TFLOISHARES TR$9.3M0.07%39,767−17.8%
273LOWLOWES COS INC$9.2M0.07%+784+2.1%
274MDTMEDTRONIC PLC$9.2M0.07%+1,714+1.6%
275XLVSELECT SECTOR SPDR TR$9.2M0.07%+1,011+1.6%
276PSAPUBLIC STORAGE OPER CO$9.2M0.07%359−1.0%
277AROCARCHROCK INC$9.1M0.07%20,215−7.2%
278KTOSKRATOS DEFENSE & SEC SOLUTIO$9.0M0.07%11,347−8.1%
279INTUINTUIT$9.0M0.07%+2,965+16.5%
280TFCTRUIST FINL CORP$9.0M0.07%+3,928+2.0%
281XLPSELECT SECTOR SPDR TR$9.0M0.07%+28,062+34.6%
282PLXSPLEXUS CORP$8.8M0.07%+36,956+572.9%
283NVTNVENT ELEC PLC$8.7M0.07%2,031−2.7%
284EAELECTRONIC ARTS INC$8.7M0.07%4,288−9.1%
285BDVLBLACKROCK ETF TRUST$8.6M0.06%+25,633+7.9%
286SUNSUNOCO LP/SUNOCO FIN CORP$8.6M0.06%+6,607+5.3%
287SHMSPDR SERIES TRUST$8.6M0.06%+151,617+555.6%
288UNHUNITEDHEALTH GROUP INC$8.5M0.06%+2,370+8.1%
289COPCONOCOPHILLIPS$8.5M0.06%+9,368+16.9%
290SHYISHARES TR$8.5M0.06%+33,429+48.0%
291VNQVANGUARD INDEX FDS$8.5M0.06%+24,000+33.5%
292VBKVANGUARD INDEX FDS$8.5M0.06%1,152−3.9%
293MAMASTERCARD INCORPORATED$8.4M0.06%+865+5.4%
294PLMRPALOMAR HLDGS INC$8.4M0.06%2,296−3.2%
295ACMAECOM$8.4M0.06%1,440−1.4%
296DFAXDIMENSIONAL ETF TRUST$8.4M0.06%+235,469+1954.4%
297TXNTEXAS INSTRS INC$8.3M0.06%+8,209+23.7%
298LINLINDE PLC$8.3M0.06%780−4.5%
299BMIBADGER METER INC$8.2M0.06%426−0.8%
300ISRGINTUITIVE SURGICAL INC$8.2M0.06%60−0.3%
301CBCHUBB LTD SWITZ$8.2M0.06%+1,916+8.2%
302NEMNEWMONT CORP$8.1M0.06%3,500−4.5%
303XLCSELECT SECTOR SPDR TR$8.1M0.06%+3,806+5.5%
304DFLVDIMENSIONAL ETF TRUST$8.0M0.06%+34,150+17.9%
305EGEVEREST GROUP LTD$8.0M0.06%3,057−11.1%
306AMTAMERICAN TOWER CORP$7.9M0.06%+4,775+11.7%
307ONEYSPDR SERIES TRUST$7.9M0.06%+4,796+7.9%
308FAFFIRST AMERN FINL CORP$7.7M0.06%+128,000NEW
309STESTERIS PLC$7.7M0.06%1,873−5.1%
310FASTFASTENAL CO$7.6M0.06%+8,931+5.7%
311CCICROWN CASTLE INC$7.6M0.06%+7,848+9.1%
312RJFRAYMOND JAMES FINL INC$7.6M0.06%90−0.2%
313CBSEELEVATION SERIES TRUST$7.5M0.06%+6,359+3.5%
314HASIHA SUSTAINABLE INFRA CAP INC$7.5M0.06%4,691−2.3%
315PATKPATRICK INDS INC$7.5M0.06%20,200−23.1%
316MDYSTATE STR SPDR S&P MIDCAP 40$7.5M0.06%422−3.4%
317XLFSELECT SECTOR SPDR TR$7.5M0.06%36,461−19.4%
318QQQMINVESCO EXCH TRADED FD TR II$7.4M0.06%2,972−8.7%
319DOWDOW HLDGS INC$7.4M0.06%+22,503+14.5%
320PNRPENTAIR PLC$7.4M0.06%4,536−5.1%
321MDLZMONDELEZ INTL INC$7.4M0.05%13,150−9.3%
322GDGENERAL DYNAMICS CORP$7.3M0.05%609−2.8%
323FANGDIAMONDBACK ENERGY INC$7.3M0.05%+33,265+940.0%
324ADBEADOBE INC$7.2M0.05%3,061−9.4%
325SPTSSPDR SERIES TRUST$7.2M0.05%+12,028+5.1%
326AONAON PLC$7.1M0.05%+19,804+872.8%
327PCYINVESCO EXCH TRADED FD TR II$7.0M0.05%4,891−1.4%
328OKEONEOK INC NEW$7.0M0.05%+59,831+335.1%
329DPZDOMINOS PIZZA INC$7.0M0.05%790−3.9%
330ULUNILEVER PLC$7.0M0.05%+75+0.1%
331NOCNORTHROP GRUMMAN CORP$7.0M0.05%+718+7.5%
332DIHPDIMENSIONAL ETF TRUST$6.8M0.05%+3,997+1.9%
333TIPISHARES TR$6.8M0.05%+16,632+36.8%
334LHXL3HARRIS TECHNOLOGIES INC$6.8M0.05%+2,368+13.7%
335WELLWELLTOWER INC$6.7M0.05%1,834−5.1%
336ATIATI INC$6.7M0.05%13,761−23.0%
337DFEVDIMENSIONAL ETF TRUST$6.7M0.05%4,658−2.4%
338PLTRPALANTIR TECHNOLOGIES INC$6.6M0.05%9,367−17.1%
339COROBLACKROCK ETF TRUST$6.6M0.05%+206,254NEW
340JSCPJ P MORGAN EXCHANGE TRADED F$6.6M0.05%2,734−1.9%
341PKWINVESCO EXCHANGE TRADED FD T$6.6M0.05%+1,520+3.1%
342DFAEDIMENSIONAL ETF TRUST$6.5M0.05%+192,267NEW
343CPRTCOPART INC$6.5M0.05%+143,925+283.1%
344VHTVANGUARD WORLD FD$6.4M0.05%2,849−10.8%
345CATYCATHAY GEN BANCORP$6.4M0.05%+127,850NEW
346PHMPULTE GROUP INC$6.3M0.05%309−0.6%
347QTECFIRST TR EXCHANGE-TRADED FD$6.3M0.05%185−0.6%
348MOALTRIA GROUP INC$6.3M0.05%+16,877+21.6%
349PCARPACCAR INC$6.3M0.05%+550+1.0%
350BJBJS WHSL CLUB HLDGS INC$6.3M0.05%+612+1.0%
351PAGPPLAINS GP HLDGS L P$6.3M0.05%+16,854+7.0%
352PSXPHILLIPS 66$6.3M0.05%467−1.3%
353SPMOINVESCO EXCH TRADED FD TR II$6.2M0.05%+7,658+16.0%
354DGRWWISDOMTREE TR$6.2M0.05%3,837−5.1%
355LRCXLAM RESEARCH CORP$6.2M0.05%+5,617+24.2%
356MPCMARATHON PETE CORP$6.1M0.05%+2,239+9.8%
357XARSPDR SERIES TRUST$6.1M0.05%613−2.5%
358DDOMINION ENERGY INC$6.1M0.05%+1,866+1.9%
359SCZISHARES TR$6.1M0.05%3,658−4.5%
360CVSCVS HEALTH CORP$6.0M0.05%+3,050+3.8%
361EWJISHARES INC$6.0M0.05%+5,374+8.1%
362XLYSELECT SECTOR SPDR TR$6.0M0.04%+1,618+3.0%
363EWZISHARES INC$6.0M0.04%+14,415+10.2%
364KMIKINDER MORGAN INC DEL$6.0M0.04%+27,234+18.0%
365XLRESELECT SECTOR SPDR TR$5.9M0.04%+28,305+24.1%
366TFISPDR SERIES TRUST$5.9M0.04%+98,821+307.6%
367ACGLARCH CAP GROUP LTD$5.9M0.04%+56,422+1045.4%
368SUBISHARES TR$5.9M0.04%+3,896+7.5%
369CORPPIMCO ETF TR$5.9M0.04%+49,982+458.5%
370VBRVANGUARD INDEX FDS$5.9M0.04%+5,632+26.2%
371SUNCSUNOCOCORP LLC$5.9M0.04%+1,324+1.4%
372NSCNORFOLK SOUTHN CORP$5.9M0.04%391−1.9%
373SPSMSPDR SERIES TRUST$5.8M0.04%+7,994+7.1%
374EMLCVANECK ETF TRUST$5.8M0.04%+231,686NEW
375CMCSACOMCAST CORP NEW$5.8M0.04%+58+0.0%
376USMVISHARES TR$5.7M0.04%2,735−4.2%
377VMCVULCAN MATLS CO$5.7M0.04%+531+2.6%
378ICEINTERCONTINENTAL EXCHANGE IN$5.7M0.04%+14,527+66.7%
379BKNGBOOKING HOLDINGS INC$5.7M0.04%+581+75.7%
380DJPBARCLAYS BANK PLC$5.7M0.04%+580+0.5%
381IBITISHARES BITCOIN TRUST ETF$5.6M0.04%+75,791+107.5%
382GRIDFIRST TR EXCHANGE-TRADED FD$5.6M0.04%+16,801+96.2%
383HWMHOWMET AEROSPACE INC$5.6M0.04%+20,114+481.3%
384KRESPDR SERIES TRUST$5.6M0.04%+77,006+883.2%
385FCNCAFIRST CTZNS BANCSHARES INC D$5.6M0.04%+1,508+104.6%
386CIBRFIRST TR EXCHANGE-TRADED FD$5.5M0.04%17,816−16.9%
387CRWDCROWDSTRIKE HLDGS INC$5.5M0.04%+6,198+78.5%
388EVSDMORGAN STANLEY ETF TRUST$5.5M0.04%2,580−2.3%
389XELXCEL ENERGY INC$5.4M0.04%1,242−1.8%
390HYDBISHARES TR$5.4M0.04%+3,618+3.2%
391SNPSSYNOPSYS INC$5.4M0.04%+306+2.3%
392SLQDISHARES TR$5.4M0.04%+3,326+3.2%
393IJJISHARES TR$5.4M0.04%+927+2.3%
394TOTLSSGA ACTIVE ETF TR$5.4M0.04%5,939−4.2%
395IWLISHARES TR$5.3M0.04%+1,942+6.2%
396SCHZSCHWAB STRATEGIC TR$5.3M0.04%1,792−0.8%
397TOLTOLL BROTHERS INC$5.3M0.04%+35,933+1130.7%
398IGIBISHARES TR$5.3M0.04%+263+0.3%
399BMYBRISTOL-MYERS SQUIBB CO$5.2M0.04%+28,502+49.6%
400SPYINEOS ETF TRUST$5.2M0.04%+29,929+39.6%
401FXLFIRST TR EXCHANGE-TRADED FD$5.1M0.04%125−0.4%
402SCHPSCHWAB STRATEGIC TR$5.1M0.04%2,043−1.0%
403HQYHEALTHEQUITY INC$5.1M0.04%1,706−2.7%
404DNOVFIRST TR EXCHNG TRADED FD VI$5.0M0.04%2,704−2.5%
405STTSTATE STR CORP$5.0M0.04%921−2.3%
406STAGSTAG INDUSTRIAL INC$5.0M0.04%+1,067+0.8%
407DFAUDIMENSIONAL ETF TRUST$4.9M0.04%22,087−16.8%
408DFUSDIMENSIONAL ETF TRUST$4.9M0.04%+25+0.0%
409AEPAMERICAN ELEC PWR CO INC$4.9M0.04%+3,370+9.8%
410SPYDSPDR SERIES TRUST$4.9M0.04%2,696−2.4%
411NRIMNORTHRIM BANCORP INC$4.8M0.04%+9,420+4.7%
412SONYSONY GROUP CORP$4.8M0.04%4,274−1.8%
413AMEAMETEK INC$4.8M0.04%+487+2.2%
414SPGIS&P GLOBAL INC$4.7M0.04%+5,421+95.3%
415SPMBSPDR SERIES TRUST$4.7M0.04%+11,437+5.7%
416GILDGILEAD SCIENCES INC$4.7M0.04%+7,354+27.8%
417SCHYSCHWAB STRATEGIC TR$4.7M0.04%+25,155+20.3%
418PXFINVESCO EXCH TRADED FD TR II$4.7M0.04%+84+0.1%
419IEURISHARES TR$4.7M0.03%+30,520+84.4%
420SRLNSSGA ACTIVE ETF TR$4.7M0.03%+3,126+2.8%
421METMETLIFE INC$4.7M0.03%+16,582+33.6%
422SCHJSCHWAB STRATEGIC TR$4.7M0.03%+188,438NEW
423FDNFIRST TR EXCHANGE-TRADED FD$4.6M0.03%9,544−32.7%
424DFISDIMENSIONAL ETF TRUST$4.6M0.03%+10,474+8.3%
425EESWISDOMTREE TR$4.6M0.03%201−0.3%
426REGNREGENERON PHARMACEUTICALS$4.6M0.03%+3,250+122.9%
427NXPINXP SEMICONDUCTORS N V$4.5M0.03%+2,164+10.5%
428CTVACORTEVA INC$4.5M0.03%+3,305+6.6%
429BBHLBBH TR$4.4M0.03%5,578−1.8%
430GPNGLOBAL PMTS INC$4.4M0.03%+17,917+37.4%
431INFYINFOSYS LTD$4.4M0.03%+11,218+3.6%
432FHNFIRST HORIZON CORPORATION$4.4M0.03%+7,079+3.8%
433FVFIRST TR EXCHANGE TRADED FD$4.4M0.03%8−0.0%
434TYLTYLER TECHNOLOGIES INC$4.4M0.03%+205+1.6%
435ROPROPER TECHNOLOGIES INC$4.3M0.03%1,133−8.5%
436TGTTARGET CORP$4.3M0.03%+935+2.7%
437AUANGLOGOLD ASHANTI PLC$4.3M0.03%+43,867NEW
438USBUS BANCORP$4.3M0.03%+7,112+9.5%
439PFFISHARES TR$4.3M0.03%+75+0.1%
440TDYTELEDYNE TECHNOLOGIES INC$4.3M0.03%+489+7.5%
441MCKMCKESSON CORP$4.3M0.03%137−2.7%
442BIPBROOKFIELD INFRASTRUCTURE PA$4.2M0.03%774−0.7%
443TNGYTORTOISE CAPITAL SERIES TRUS$4.2M0.03%+3,684+0.9%
444GPIXGOLDMAN SACHS ETF TR$4.2M0.03%+73,386+653.7%
445BLVVANGUARD BD INDEX FDS$4.2M0.03%+635+1.0%
446FDXFEDEX CORP$4.2M0.03%+504+4.5%
447VALEVALE S A$4.2M0.03%+248,205+1714.5%
448VLOVALERO ENERGY CORP$4.2M0.03%+4,480+36.1%
449EIDOISHARES TR$4.2M0.03%7,389−2.7%
450MMM3M CO$4.2M0.03%1,102−3.7%
451WRBBERKLEY W R CORP$4.2M0.03%+57,557+1115.9%
452DTEDTE ENERGY CO$4.1M0.03%1,576−5.3%
453BKHBLACK HILLS CORP$4.1M0.03%+581+1.0%
454ADMARCHER DANIELS MIDLAND CO$4.1M0.03%4,302−7.1%
455ALBALBEMARLE CORP$4.1M0.03%+801+3.6%
456COWZPACER FDS TR$4.1M0.03%27,855−30.0%
457ITAISHARES TR$4.0M0.03%+762+4.3%
458AOMISHARES TR$4.0M0.03%+1,340+1.6%
459CITHE CIGNA GROUP$4.0M0.03%+1,265+9.2%
460CDNSCADENCE DESIGN SYSTEM INC$4.0M0.03%184−1.3%
461VGUSVANGUARD INSTL INDEX FD$4.0M0.03%+24,570+87.6%
462APHAMPHENOL CORP$4.0M0.03%+4,153+15.2%
463CMICUMMINS INC$4.0M0.03%+340+4.8%
464GCOWPACER FDS TR$4.0M0.03%+19,901+30.4%
465DSGXDESCARTES SYS GROUP INC$3.9M0.03%1,109−2.0%
466KDPKEURIG DR PEPPER INC$3.9M0.03%+116,385+360.5%
467EMREMERSON ELEC CO$3.9M0.03%+79+0.3%
468IBBISHARES TR$3.9M0.03%215−0.9%
469ADPAUTOMATIC DATA PROCESSING IN$3.8M0.03%307−1.6%
470CSXCSX CORP$3.8M0.03%+796+0.9%
471SPTISPDR SERIES TRUST$3.8M0.03%+7,120+5.6%
472GRMNGARMIN LTD$3.8M0.03%+4,458+37.1%
473DISVDIMENSIONAL ETF TRUST$3.8M0.03%+3,569+3.8%
474VLTOVERALTO CORP$3.8M0.03%1,116−2.5%
475IUSBISHARES TR$3.8M0.03%+7,104+9.5%
476ALLALLSTATE CORP$3.8M0.03%8,011−30.5%
477BABAALIBABA GROUP HLDG LTD$3.8M0.03%+2,912+10.7%
478ATRAPTARGROUP INC$3.8M0.03%+757+2.6%
479IXNISHARES TR$3.7M0.03%+319+0.9%
480USRTISHARES TR$3.7M0.03%+746+1.2%
481FIXCOMFORT SYS USA INC$3.7M0.03%+225+9.1%
482QTUMETF SER SOLUTIONS$3.7M0.03%+26,252+323.6%
483IRMIRON MTN INC DEL$3.7M0.03%+1,596+4.6%
484SCMBSCHWAB STRATEGIC TR$3.7M0.03%+123,744+606.5%
485VTIPVANGUARD MALVERN FDS$3.7M0.03%+40,823+124.8%
486EWUISHARES TR$3.7M0.03%+979+1.2%
487DEMWISDOMTREE TR$3.7M0.03%748−1.0%
488NINISOURCE INC$3.6M0.03%23,493−23.1%
489KMBKIMBERLY-CLARK CORP$3.6M0.03%71,317−65.4%
490SLVISHARES SILVER TR$3.6M0.03%+12,372+30.3%
491ICSHISHARES TR$3.6M0.03%2,669−3.6%
492INDAISHARES TR$3.6M0.03%1,696−2.2%
493FNDESCHWAB STRATEGIC TR$3.6M0.03%+14,711+18.6%
494VFHVANGUARD WORLD FD$3.6M0.03%+558+1.9%
495ORAORMAT TECHNOLOGIES INC$3.6M0.03%735−2.2%
496MORNMORNINGSTAR INC$3.6M0.03%+21,153NEW
497BLCRBLACKROCK ETF TRUST$3.5M0.03%+86,306NEW
498UCBUNITED CMNTY BKS BLAIRSVLE G$3.5M0.03%3,535−3.1%
499BSCRINVESCO EXCH TRD SLF IDX FD$3.5M0.03%+5,193+3.0%
500CEGCONSTELLATION ENERGY CORP$3.5M0.03%+3,571+39.7%

Source: SEC EDGAR · accession 0001398344-26-009223. 13F discloses long positions only — shorts, foreign equities, and options are excluded.