Bernard Wealth Management Corp.
CIK 2056313 · View on SEC EDGAR ↗
- Portfolio value
- $234.4M
- Positions
- 360
- As of
- March 31, 2026 Data as of Q1 2026
#5,932 of 9,443 by 13F value · top 62.8%
Portfolio value QoQ: -4.9% 13F does not disclose cash
- Top 10 holdings weight
- 62.51%
- Top 25 holdings weight
- 85.13%
- Positions above 1%
- 21
- Effective number of positions
- 15.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 2.29% Est. buys $5,508,680 · sells $6,088,030
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 66.8% still held
- New positions
- 23
- Increased
- 48
- Decreased
- 55
- Closed
- 19
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
30.5%
Retail
5.3%
Healthcare
4.5%
Communication Services
3.6%
Industrials
3.5%
Financial Services
2.0%
Energy
1.9%
Financials
1.7%
Utilities
0.8%
Consumer Discretionary
0.4%
Real Estate
0.2%
Telecommunication
0.1%
Consumer Staples
0.1%
Logistics & Transportation
0.1%
Materials
0.1%
Consumer products
0.0%
Communications
0.0%
Other/Unmapped
45.4%
Full portfolio 360 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $36,738,280 | 15.67% | 210,655 | $-3,627,249 | Down ×5 | ||
| SCHX | $33,419,096 | 14.26% | 1,303,397 | $-2,899,546 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $21,511,649 | 9.18% | 84,762 | $-1,850,619 | Down ×5 | ||
| SCHM | $9,581,424 | 4.09% | 309,478 | $339,412 | Up ×3 | ||
| DGRO | $8,998,720 | 3.84% | 128,223 | $163,280 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $8,502,700 | 3.63% | 9,244 | $-1,402,825 | Up ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $7,408,660 | 3.16% | 94,186 | $2,089,730 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $7,334,612 | 3.13% | 19,814 | $-2,504,600 | Down ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,657,174 | 2.84% | 23,151 | $-590,419 | Down ×5 | ||
| SCHA | $6,371,486 | 2.72% | 219,102 | $123,239 | Down ×1 | ||
| IEFA | $6,253,594 | 2.67% | 69,078 | $1,719,351 | Up ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,756,375 | 2.46% | 27,639 | $-688,812 | Down ×2 | ||
| BRKB | $4,590,736 | 1.96% | 9,580 | $-370,420 | Down ×5 | ||
| CORP | $4,452,897 | 1.90% | 46,001 | $91,624 | Up ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $4,424,894 | 1.89% | 6,246 | $1,006,457 | Up ×3 | ||
| IYG | $3,820,077 | 1.63% | 46,114 | $-444,081 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,738,367 | 1.59% | 12,709 | $-287,608 | Up ×1 | ||
| V Visa Inc. | $3,348,142 | 1.43% | 11,078 | $-807,610 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $3,029,711 | 1.29% | 24,378 | $389,793 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,921,433 | 1.25% | 5,062 | $-1,982,208 | Down ×1 | ||
| DTM DT Midstream, Inc. Common Stock | $2,372,302 | 1.01% | 17,616 | $307,458 | Up ×2 | ||
| SPY SPY | $2,187,094 | 0.93% | 3,363 | $443,424 | Up ×1 | ||
| SCHD | $2,118,501 | 0.90% | 69,052 | $225,262 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2,026,926 | 0.86% | 12,643 | $-455,538 | Down ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,961,420 | 0.84% | 5,024 | $-505,196 | Down ×2 | ||
| DTE DTE Energy Company Common Stock | $1,697,643 | 0.72% | 11,610 | $241,926 | Up ×5 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,664,365 | 0.71% | 9,810 | $483,829 | |||
| IWM | $1,472,376 | 0.63% | 5,937 | $13,631 | Up ×1 | ||
| BRKA | $1,436,280 | 0.61% | 2 | $-73,320 | |||
| UBER Uber Technologies, Inc. Common Stock | $1,416,014 | 0.60% | 19,686 | $-238,124 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,361,124 | 0.58% | 1,366 | $200,414 | Up ×1 | ||
| IJH | $1,239,041 | 0.53% | 18,348 | $25,631 | Down ×1 | ||
| HON Honeywell International Inc. - Common Stock | $1,077,033 | 0.46% | 4,765 | $147,429 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1,064,222 | 0.45% | 4,504 | $18,805 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,024,000 | 0.44% | 3,114 | $-62,496 | Down ×4 | ||
| PJAN | $967,254 | 0.41% | 20,968 | $-52,281 | Down ×5 | ||
| ABBV AbbVie Inc. Common Stock | $751,646 | 0.32% | 3,456 | $-38,016 | |||
| XLK XLK | $737,064 | 0.31% | 5,546 | $-39,799 | Up ×3 | ||
| EQX | $700,790 | 0.30% | 48,464 | $5,613 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $644,288 | 0.27% | 2,246 | $-70,235 | Down ×2 | ||
| AJAN | $636,322 | 0.27% | 23,019 | $-4,758 | |||
| XLI XLI | $599,210 | 0.26% | 3,705 | $24,025 | Down ×1 | ||
| SSO | $552,626 | 0.24% | 10,652 | $-64,338 | |||
| RDDT Reddit, Inc. Class A Common Stock | $548,295 | 0.23% | 4,072 | $-562,437 | Down ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $477,795 | 0.20% | 5,084 | $60,670 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $412,426 | 0.18% | 4,017 | $-90,864 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $393,231 | 0.17% | 1,933 | $-23,525 | Down ×2 | ||
| GD General Dynamics Corporation Common Stock | $368,619 | 0.16% | 1,074 | $6,709 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $357,996 | 0.15% | 963 | $-75,085 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $305,726 | 0.13% | 2,090 | $-83,547 | Down ×1 | ||
| FR First Industrial Realty Trust, Inc. Common Stock | $294,083 | 0.13% | 5,084 | $3,075 | Up ×5 | ||
| COF Capital One Financial Corporation Common Stock | $291,888 | 0.12% | 1,600 | $-95,888 | |||
| IVV | $275,002 | 0.12% | 421 | $-29,797 | Down ×1 | ||
| RSP | $274,446 | 0.12% | 1,430 | $515 | |||
| BE Bloom Energy Corporation Class A Common Stock | $253,909 | 0.11% | 1,874 | $91,077 | |||
| MA Mastercard Incorporated Common Stock | $251,829 | 0.11% | 504 | $-191,174 | Down ×2 | ||
| SPSM | $251,361 | 0.11% | 5,202 | $7,595 | |||
| AVGO Broadcom Inc. - Common Stock | $244,513 | 0.10% | 790 | $-46,211 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $227,121 | 0.10% | 635 | $24,867 | |||
| PAPR | $225,706 | 0.10% | 5,671 | $3,426 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $220,272 | 0.09% | 652 | $48,455 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $215,176 | 0.09% | 1,040 | $56,669 | |||
| AMAT Applied Materials, Inc. - Common Stock | $207,809 | 0.09% | 608 | $34,340 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $193,427 | 0.08% | 1,608 | $24,168 | |||
| POCT | $182,270 | 0.08% | 4,228 | $-3,468 | Down ×1 | ||
| EIS | $180,907 | 0.08% | 1,559 | $9,370 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $177,983 | 0.08% | 311 | $-225,390 | Down ×5 | ||
| PSEP | $171,552 | 0.07% | 3,984 | $-2,754 | Down ×2 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $169,675 | 0.07% | 2,707 | $-44,104 | Down ×1 | ||
| HEDJ | $167,907 | 0.07% | 3,210 | $-14,590 | Down ×1 | ||
| ASTS AST SpaceMobile, Inc. - Class A Common Stock | $165,740 | 0.07% | 2,000 | $20,480 | |||
| NFLX Netflix, Inc. - Common Stock | $154,994 | 0.07% | 1,612 | $21,854 | Up ×3 | ||
| MUB | $147,337 | 0.06% | 1,388 | $-38,714 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $144,610 | 0.06% | 983 | $-46,987 | |||
| VV | $144,345 | 0.06% | 483 | $-7,704 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $144,060 | 0.06% | 5,016 | $-18,623 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $136,088 | 0.06% | 876 | $10,387 | |||
| AMGN Amgen Inc. - Common Stock | $133,352 | 0.06% | 379 | $9,301 | |||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $132,856 | 0.06% | 800 | $4,248 | |||
| PMAY | $132,362 | 0.06% | 3,314 | $1,160 | |||
| DIS Walt Disney Company (The) Common Stock | $128,641 | 0.05% | 1,335 | $-23,760 | Down ×5 | ||
| PDEC | $128,138 | 0.05% | 3,015 | $-2,913 | Down ×2 | ||
| BUFF | $127,132 | 0.05% | 2,573 | Up ×1 | |||
| VTV | $125,961 | 0.05% | 642 | $3,345 | |||
| VOO | $120,181 | 0.05% | 201 | $88,221 | Up ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $118,191 | 0.05% | 1,364 | $-62,787 | Down ×1 | ||
| VUG | $117,497 | 0.05% | 269 | $-13,738 | |||
| XLV XLV | $116,995 | 0.05% | 798 | $-12,109 | Down ×5 | ||
| BLK BlackRock, Inc. Common Stock | $115,406 | 0.05% | 120 | $-13,035 | |||
| NEM Newmont Corporation | $113,663 | 0.05% | 1,050 | $8,820 | |||
| MUA Blackrock MuniAssets Fund, Inc Common Stock | $113,421 | 0.05% | 10,690 | $56,658 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $111,864 | 0.05% | 590 | $-23,199 | |||
| AXP American Express Company Common Stock | $111,011 | 0.05% | 367 | $-24,761 | |||
| YUM Yum! Brands, Inc. | $110,713 | 0.05% | 712 | $3,010 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $110,027 | 0.05% | 1,388 | $2,471 | Up ×1 | ||
| MDY | $105,466 | 0.04% | 171 | $-3,728 | Down ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $95,551 | 0.04% | 2,487 | $-18,644 | Up ×1 | ||
| IWD | $94,656 | 0.04% | 443 | $-3,573 | Down ×1 | ||
| CSX CSX Corporation - Common Stock | $93,841 | 0.04% | 2,286 | $10,973 | |||
| COR Cencora, Inc. Common Stock | $92,986 | 0.04% | 296 | $-6,988 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHM | $9,581,424 | 4.09% | up ×3 |
| DGRO | $8,998,720 | 3.84% | up ×3 |
| EMXC | $7,408,660 | 3.16% | up ×4 |
| IEFA | $6,253,594 | 2.67% | up ×5 |
| CORP | $4,452,897 | 1.90% | up ×5 |
| CAT | $4,424,894 | 1.89% | up ×3 |
| DTE | $1,697,643 | 0.72% | up ×5 |
| XLK | $737,064 | 0.31% | up ×3 |
| FR | $294,083 | 0.13% | up ×5 |
| NFLX | $154,994 | 0.07% | up ×3 |
| TNA | $83,495 | 0.04% | up ×4 |
| HSY | $68,070 | 0.03% | up ×5 |
| SWKS | $65,616 | 0.03% | up ×5 |
| SCHG | $52,914 | 0.02% | up ×3 |
| GLD | $45,611 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BUFF | $127,132 | 2,573 | 0.05% |
| XCEM | $69,377 | 1,700 | 0.03% |
| DE | $50,697 | 90 | 0.02% |
| BTSG | $36,219 | 850 | 0.02% |
| DASH | $36,036 | 240 | 0.02% |
| FITB | $19,467 | 419 | 0.01% |
| SHOP | $14,354 | 121 | 0.01% |
| ALL | $13,478 | 65 | 0.01% |
| AFL | $13,166 | 120 | 0.01% |
| BWA | $11,666 | 215 | 0.00% |
| B | $4,079 | 100 | 0.00% |
| MBB | $3,798 | 40 | 0.00% |
| VGIT | $1,608 | 27 | 0.00% |
| SCHO | $1,554 | 64 | 0.00% |
| BHF | $599 | 10 | 0.00% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EEM | March 31, 2025 | 13,641 | $539,911 | No longer tracked |
| SCHP | March 31, 2025 | 7,692 | $397,062 | No longer tracked |
| EQAL | March 31, 2025 | 2,964 | $143,162 | No longer tracked |
| UNH | June 30, 2025 | 210 | $109,988 | 25.8% |
| SCHE | March 31, 2025 | 4,127 | $100,741 | No longer tracked |
| VTEB | June 30, 2025 | 1,750 | $86,835 | No longer tracked |
| FVD | March 31, 2025 | 2,062 | $83,347 | No longer tracked |
| COIN | Sept. 30, 2025 | 225 | $78,861 | -49.5% |
| XAR | March 31, 2025 | 426 | $70,640 | No longer tracked |
| BSGM | March 31, 2025 | 74,194 | $66,775 | No longer tracked |
| VGIT | June 30, 2025 | 1,124 | $66,766 | |
| MELI | Sept. 30, 2025 | 23 | $60,114 | -17.9% |
| FNDX | June 30, 2025 | 2,424 | $57,231 | No longer tracked |
| BTA | March 31, 2026 | 6,100 | $56,608 | No longer tracked |
| SCHC | June 30, 2025 | 1,485 | $53,282 | No longer tracked |
| NMCO | March 31, 2026 | 5,200 | $53,196 | -1.8% |
| SPEM | March 31, 2025 | 1,431 | $49,928 | No longer tracked |
| ONON | March 31, 2025 | 800 | $43,816 | -30.3% |
| TSM | June 30, 2025 | 250 | $41,500 | 82.3% |
| COHR | March 31, 2025 | 631 | $39,343 | 331.8% |
| BX | March 31, 2025 | 199 | $34,312 | 2.4% |
| XTOC | March 31, 2025 | 1,234 | $33,671 | No longer tracked |
| FNDA | June 30, 2025 | 1,210 | $33,142 | No longer tracked |
| LRCXXXXX | March 31, 2025 | 32 | $29,548 | No longer tracked |
| MRVL | March 31, 2025 | 405 | $27,844 | 295.1% |
| H | March 31, 2025 | 166 | $26,059 | 47.5% |
| IP | March 31, 2025 | 683 | $24,083 | -22.9% |
| FNDF | June 30, 2025 | 625 | $22,588 | No longer tracked |
| CRM | March 31, 2025 | 75 | $21,848 | -23.4% |
| VNQ | March 31, 2025 | 255 | $21,517 | No longer tracked |
| VB | June 30, 2025 | 95 | $21,067 | No longer tracked |
| CMA | March 31, 2026 | 225 | $19,560 | No longer tracked |
| SNOW | March 31, 2025 | 80 | $18,663 | 119.5% |
| FHLC | June 30, 2025 | 269 | $18,379 | No longer tracked |
| FEX | June 30, 2025 | 178 | $18,238 | |
| DMF | June 30, 2025 | 2,458 | $17,647 | No longer tracked |
| EWZ | March 31, 2025 | 500 | $16,465 | No longer tracked |
| SCHF | June 30, 2025 | 698 | $13,807 | No longer tracked |
| SCHI | June 30, 2025 | 606 | $13,611 | No longer tracked |
| VMBS | June 30, 2025 | 290 | $13,430 | |
| DVY | March 31, 2025 | 102 | $13,392 | |
| BUFQ | March 31, 2025 | 425 | $13,358 | No longer tracked |
| PM | June 30, 2025 | 77 | $12,223 | 4.9% |
| UNP | June 30, 2025 | 46 | $10,868 | 31.1% |
| CSCO | June 30, 2025 | 167 | $10,306 | 58.8% |
| AGG | June 30, 2025 | 100 | $9,892 | No longer tracked |
| GE | March 31, 2025 | 71 | $9,889 | 76.4% |
| PH | June 30, 2025 | 16 | $9,726 | 45.9% |
| BLKXXXX | March 31, 2025 | 12 | $9,567 | No longer tracked |
| AJG | June 30, 2025 | 27 | $9,322 | -18.6% |
| CLF | March 31, 2025 | 983 | $9,241 | 29.6% |
| KMI | June 30, 2025 | 311 | $8,873 | 9.3% |
| GEN | March 31, 2025 | 415 | $8,861 | 3.0% |
| MRO | March 31, 2025 | 373 | $8,374 | No longer tracked |
| SCHR | June 30, 2025 | 284 | $7,061 | No longer tracked |
| U | March 31, 2025 | 300 | $6,741 | 138.6% |
| IVOG | March 31, 2026 | 56 | $6,732 | No longer tracked |
| MO | June 30, 2025 | 100 | $6,002 | 13.1% |
| DASH | March 31, 2025 | 35 | $5,872 | 21.3% |
| IBM | June 30, 2025 | 23 | $5,720 | -19.9% |
| ES | June 30, 2025 | 85 | $5,280 | 13.5% |
| TIP | June 30, 2025 | 45 | $5,000 | No longer tracked |
| AORT | June 30, 2025 | 200 | $4,916 | -7.6% |
| CART | March 31, 2025 | 116 | $4,805 | 28.5% |
| INTC | March 31, 2025 | 111 | $4,798 | 300.4% |
| FIS | June 30, 2025 | 64 | $4,780 | -50.0% |
| LEA | Sept. 30, 2025 | 50 | $4,749 | 22.0% |
| TLT | June 30, 2025 | 50 | $4,552 | |
| EME | March 31, 2025 | 10 | $4,539 | 113.1% |
| DUK | June 30, 2025 | 37 | $4,513 | 5.1% |
| TXN | June 30, 2025 | 25 | $4,493 | 28.1% |
| BIL | June 30, 2025 | 48 | $4,404 | No longer tracked |
| SCHH | June 30, 2025 | 203 | $4,367 | No longer tracked |
| CMCSA | June 30, 2025 | 117 | $4,318 | -25.3% |
| MS | June 30, 2025 | 36 | $4,201 | 51.8% |
| TFC | June 30, 2025 | 102 | $4,198 | 17.8% |
| MET | June 30, 2025 | 52 | $4,176 | 17.1% |
| HBAN | June 30, 2025 | 258 | $3,873 | 2.4% |
| SO | June 30, 2025 | 41 | $3,770 | 0.7% |
| VTRS | March 31, 2025 | 312 | $3,645 | 85.8% |
| RTX | June 30, 2025 | 26 | $3,444 | 48.8% |
| LHX | June 30, 2025 | 16 | $3,349 | 9.4% |
| RRR | June 30, 2025 | 73 | $3,178 | 17.3% |
| KVUE | June 30, 2025 | 131 | $3,142 | -8.7% |
| XLU | March 31, 2025 | 50 | $3,014 | No longer tracked |
| XEL | March 31, 2025 | 50 | $2,909 | 12.5% |
| CFG | June 30, 2025 | 69 | $2,827 | 56.6% |
| BK | June 30, 2025 | 33 | $2,768 | No longer tracked |
| PSA | June 30, 2025 | 9 | $2,694 | 11.0% |
| SQQQ | June 30, 2025 | 70 | $2,684 | |
| INMD | March 31, 2025 | 100 | $2,596 | -15.5% |
| FITB | June 30, 2025 | 65 | $2,548 | 33.4% |
| ITW | June 30, 2025 | 10 | $2,481 | 14.8% |
| NCLH | Dec. 31, 2025 | 100 | $2,463 | -24.6% |
| SIRIXXXX | March 31, 2025 | 500 | $2,450 | No longer tracked |
| USB | June 30, 2025 | 58 | $2,449 | 38.2% |
| GOLD | March 31, 2025 | 163 | $2,392 | 77.0% |
| ROK | June 30, 2025 | 9 | $2,326 | 30.8% |
| PEG | June 30, 2025 | 28 | $2,305 | -10.5% |
| PLD | June 30, 2025 | 20 | $2,236 | 34.7% |
| NRG | March 31, 2025 | 42 | $2,181 | 25.5% |
| GPC | June 30, 2025 | 18 | $2,145 | 8.7% |
| WU | March 31, 2025 | 200 | $2,120 | -31.8% |
| FAST | June 30, 2025 | 27 | $2,094 | 21.8% |
| SQQQPS | March 31, 2025 | 180 | $2,002 | No longer tracked |
| ALIM | March 31, 2025 | 500 | $1,945 | No longer tracked |
| LAMR | June 30, 2025 | 17 | $1,935 | 27.0% |
| PNC | June 30, 2025 | 11 | $1,934 | 31.2% |
| NSC | June 30, 2025 | 8 | $1,895 | 35.4% |
| ADP | June 30, 2025 | 6 | $1,834 | -9.4% |
| WEC | June 30, 2025 | 16 | $1,744 | 5.1% |
| CNH | June 30, 2025 | 141 | $1,732 | -16.5% |
| OMC | June 30, 2025 | 20 | $1,659 | 21.2% |
| AEP | June 30, 2025 | 15 | $1,640 | 22.5% |
| CINF | June 30, 2025 | 11 | $1,625 | 12.6% |
| VTWO | March 31, 2025 | 20 | $1,611 | |
| DOW | June 30, 2025 | 46 | $1,607 | 23.4% |
| ARM | June 30, 2025 | 15 | $1,602 | 52.7% |
| RGTI | March 31, 2025 | 100 | $1,526 | 109.5% |
| AVB | June 30, 2025 | 7 | $1,503 | No longer tracked |
| C | June 30, 2025 | 21 | $1,491 | 55.1% |
| BR | June 30, 2025 | 6 | $1,455 | -27.3% |
| FNF | June 30, 2025 | 22 | $1,432 | -12.0% |
| EMN | June 30, 2025 | 16 | $1,410 | 0.4% |
| ARKF | March 31, 2025 | 50 | $1,389 | No longer tracked |
| WPC | June 30, 2025 | 22 | $1,389 | 15.6% |
| DD | June 30, 2025 | 18 | $1,345 | 387.0% |
| AZN | June 30, 2025 | 18 | $1,323 | 133.7% |
| PPG | June 30, 2025 | 12 | $1,313 | -0.7% |
| STZ | June 30, 2025 | 7 | $1,285 | -18.7% |
| IEMG | March 31, 2026 | 18 | $1,210 | No longer tracked |
| CCI | June 30, 2025 | 11 | $1,147 | -26.1% |
| LUNR | June 30, 2025 | 150 | $1,118 | 64.9% |
| MAIN | March 31, 2025 | 25 | $1,113 | 3.7% |
| HRTS | Dec. 31, 2025 | 35 | $1,084 | |
| URNM | March 31, 2025 | 20 | $1,077 | No longer tracked |
| DOC | June 30, 2025 | 51 | $1,032 | 19.1% |
| UUUU | March 31, 2025 | 150 | $1,028 | No longer tracked |
| WSO | June 30, 2025 | 2 | $1,017 | -28.9% |
| XLC | March 31, 2026 | 8 | $942 | No longer tracked |
| GLPI | June 30, 2025 | 18 | $917 | -7.2% |
| LAC | March 31, 2025 | 200 | $846 | 8.7% |
| INVZ | March 31, 2025 | 500 | $835 | -49.4% |
| ZM | March 31, 2025 | 12 | $789 | 46.1% |
| UPS | June 30, 2025 | 7 | $770 | 1.2% |
| MAIA | June 30, 2025 | 500 | $765 | No longer tracked |
| BFB | June 30, 2025 | 20 | $679 | No longer tracked |
| ZTS | June 30, 2025 | 4 | $659 | -51.4% |
| ARE | June 30, 2025 | 7 | $648 | -30.3% |
| BLV | March 31, 2025 | 9 | $645 | No longer tracked |
| GAME | June 30, 2025 | 1,000 | $595 | -48.1% |
| LAZRXXXX | March 31, 2025 | 200 | $582 | No longer tracked |
| LAAC | March 31, 2025 | 200 | $524 | No longer tracked |
| EPD | March 31, 2025 | 19 | $499 | 12.4% |
| WBD | June 30, 2025 | 40 | $430 | 147.6% |
| LAR | June 30, 2025 | 200 | $428 | 190.1% |
| FIVE | June 30, 2025 | 5 | $375 | 83.8% |
| KBWB | March 31, 2026 | 4 | $338 | |
| PPA | March 31, 2026 | 2 | $314 | No longer tracked |
| BIV | March 31, 2025 | 4 | $301 | No longer tracked |
| SPRC | June 30, 2025 | 700 | $204 | 2.9% |
| VWO | March 31, 2025 | 5 | $204 | No longer tracked |
| EL | June 30, 2025 | 3 | $198 | 21.5% |
| ITB | March 31, 2026 | 2 | $193 | No longer tracked |
| PAVE | March 31, 2026 | 4 | $192 | No longer tracked |
| IBB | March 31, 2026 | 1 | $169 | 26.3% |
| FUTY | March 31, 2026 | 3 | $166 | No longer tracked |
| IFRA | March 31, 2026 | 3 | $158 | No longer tracked |
| HOG | June 30, 2025 | 6 | $147 | 16.4% |
| FMTO | June 30, 2025 | 100 | $122 | No longer tracked |
| XLRE | March 31, 2026 | 3 | $122 | No longer tracked |
| IDNA | March 31, 2025 | 5 | $115 | No longer tracked |
| TLRY | March 31, 2025 | 83 | $111 | 611.4% |
| ETR | March 31, 2025 | 1 | $98 | 26.9% |
| SOUN | Dec. 31, 2025 | 6 | $97 | -28.5% |
| XLB | March 31, 2026 | 2 | $91 | No longer tracked |
| FLGC | March 31, 2026 | 12 | $76 | No longer tracked |
| SYTA | Dec. 31, 2025 | 30 | $70 | No longer tracked |
| RZLV | June 30, 2025 | 50 | $61 | -18.4% |
| SRVR | March 31, 2026 | 2 | $58 | No longer tracked |
| TDOC | March 31, 2025 | 2 | $42 | -16.0% |
| OGI | March 31, 2025 | 25 | $41 | 21.8% |
| SPIB | June 30, 2025 | 1 | $34 | No longer tracked |
| BFK | March 31, 2026 | 2 | $24 | No longer tracked |
| CHSN | June 30, 2025 | 100 | $23 | 753.8% |
| LCID | March 31, 2026 | 2 | $22 | -37.9% |
| JTAI | June 30, 2025 | 4 | $17 | -55.4% |
| LCIDXXXX | Sept. 30, 2025 | 2 | $5 | No longer tracked |
| SPWRQ | March 31, 2025 | 1 | $4 | No longer tracked |