Circle Wealth Management, LLC
CIK 1578242 · View on SEC EDGAR ↗
- Portfolio value
- $8.0B
- Positions
- 257
- As of
- June 30, 2026
#575 of 9,443 by 13F value · top 6.1%
Portfolio value QoQ: +13.5% 13F does not disclose cash
- Top 10 holdings weight
- 84.38%
- Top 25 holdings weight
- 92.02%
- Positions above 1%
- 10
- Effective number of positions
- 4.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.0% Est. buys $610,580,925 · sells $149,881,082
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 74.1% still held
- New positions
- 24
- Increased
- 110
- Decreased
- 80
- Closed
- 29
Put-notional exposure: 0.0% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
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
44.6%
Healthcare
1.8%
Communication Services
1.0%
Retail
0.9%
Consumer Discretionary
0.9%
Industrials
0.7%
Financial Services
0.5%
Financials
0.4%
Communications
0.2%
Consumer products
0.0%
Energy
0.0%
Consumer Staples
0.0%
Materials
0.0%
Logistics & Transportation
0.0%
Telecommunication
0.0%
Real Estate
0.0%
Utilities
0.0%
Other/Unmapped
48.9%
Full portfolio 257 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $3,357,103,250 | 42.18% | 11,601,822 | $325,710,163 | Down ×1 | ||
| IVV | $817,756,191 | 10.27% | 1,091,958 | $106,477,235 | Up ×6 | ||
| IWF | $677,209,770 | 8.51% | 5,453,892 | $95,824,883 | Up ×1 | ||
| SPY SPY | $617,090,644 | 7.75% | 826,346 | $77,146,559 | Down ×1 | ||
| IJH | $353,711,604 | 4.44% | 4,587,104 | $43,945,065 | Up ×1 | ||
| IJR | $339,497,728 | 4.27% | 2,289,109 | $54,939,237 | Up ×4 | ||
| VOO | $190,833,347 | 2.40% | 277,855 | $25,608,180 | Up ×4 | ||
| IWD | $163,075,388 | 2.05% | 672,670 | $19,345,989 | |||
| LLY Eli Lilly and Company Common Stock | $103,315,788 | 1.30% | 86,137 | $24,580,607 | Up ×1 | ||
| VTI | $96,414,716 | 1.21% | 260,552 | $13,285,848 | Up ×2 | ||
| SCHB | $76,314,103 | 0.96% | 2,635,156 | $10,144,552 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $65,595,458 | 0.82% | 275,218 | $6,991,196 | Down ×2 | ||
| IAU | $61,849,712 | 0.78% | 819,093 | $-10,361,527 | |||
| GIND Goldman Sachs India Equity ETF | $47,598,701 | 0.60% | 1,953,240 | $4,289,516 | Up ×2 | ||
| VGT | $41,108,784 | 0.52% | 343,949 | $11,058,681 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $40,461,661 | 0.51% | 108,470 | $-334,130 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $38,876,334 | 0.49% | 52,792 | $4,660,763 | Down ×1 | ||
| VB | $35,642,668 | 0.45% | 117,586 | $4,844,543 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $34,429,926 | 0.43% | 96,343 | $5,143,359 | Down ×1 | ||
| ACWI iShares MSCI ACWI ETF | $31,352,089 | 0.39% | 199,733 | $3,800,823 | Up ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $30,429,627 | 0.38% | 297,775 | $3,751,965 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $27,371,598 | 0.34% | 77,468 | $4,635,247 | Down ×1 | ||
| IYG | $26,652,462 | 0.33% | 294,600 | $2,247,798 | |||
| XLK XLK | $26,222,841 | 0.33% | 137,638 | $7,728,640 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $23,678,452 | 0.30% | 72,338 | $1,646,003 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $22,697,732 | 0.29% | 176,636 | $1,371,926 | Down ×2 | ||
| NKE Nike, Inc. Common Stock | $22,667,317 | 0.28% | 552,188 | $-6,779,901 | Down ×1 | ||
| BRKA | $21,716,650 | 0.27% | 29 | $890,590 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $20,818,619 | 0.26% | 20,585 | $3,409,821 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $20,228,627 | 0.25% | 101,098 | $1,245,091 | Down ×1 | ||
| VIG | $17,464,963 | 0.22% | 73,810 | $1,591,347 | |||
| VEU | $16,138,773 | 0.20% | 192,702 | $1,666,870 | |||
| EWY | $15,734,471 | 0.20% | 77,932 | $6,371,319 | Up ×1 | ||
| FEZ | $15,159,057 | 0.19% | 220,720 | $898,164 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $13,730,415 | 0.17% | 17,992 | $7,319,492 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $13,196,591 | 0.17% | 69,555 | $-222,417 | Down ×1 | ||
| FEOE First Eagle Overseas Equity ETF | $12,473,920 | 0.16% | 233,594 | $1,948,973 | Up ×1 | ||
| GLD | $12,166,118 | 0.15% | 33,026 | $-2,164,260 | Down ×1 | ||
| IWV | $9,449,450 | 0.12% | 22,161 | $1,234,811 | |||
| LRCX Lam Research Corporation - Common Stock | $9,420,594 | 0.12% | 21,740 | $5,290,760 | Up ×1 | ||
| SCHX | $9,132,141 | 0.11% | 310,300 | $1,176,038 | |||
| IWB | $9,063,843 | 0.11% | 22,134 | $1,173,975 | Up ×2 | ||
| BRKB | $8,912,947 | 0.11% | 17,812 | $72,186 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $8,847,114 | 0.11% | 63,361 | $7,030,012 | Up ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $8,724,705 | 0.11% | 85,285 | $2,402,879 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $8,491,493 | 0.11% | 20,189 | $1,538,653 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $8,119,960 | 0.10% | 13,978 | $5,544,536 | Up ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $7,979,213 | 0.10% | 21,123 | $1,576,689 | Up ×2 | ||
| XLP XLP | $7,352,089 | 0.09% | 88,505 | $178,779 | Up ×5 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7,148,802 | 0.09% | 20,963 | $4,915,865 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6,505,898 | 0.08% | 11,550 | $-1,702,920 | Down ×1 | ||
| EPI | $6,485,405 | 0.08% | 151,599 | $139,414 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $6,323,514 | 0.08% | 54,200 | $-1,369,059 | Up ×1 | ||
| IEMG | $5,497,345 | 0.07% | 66,361 | $1,554,098 | Up ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $5,325,731 | 0.07% | 2,677 | $2,824,079 | Up ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $5,319,824 | 0.07% | 21,281 | $1,679,701 | Up ×3 | ||
| IJK | $5,170,000 | 0.06% | 44,000 | $742,720 | |||
| SNDK Sandisk Corporation - Common Stock | $5,031,764 | 0.06% | 2,213 | $4,027,291 | Up ×1 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $4,920,429 | 0.06% | 44,109 | $1,550,240 | Up ×4 | ||
| CARR Carrier Global Corporation Common Stock | $4,826,357 | 0.06% | 65,799 | $1,065,468 | Down ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $4,811,534 | 0.06% | 15,881 | $1,046,814 | Up ×1 | ||
| VHT | $4,771,319 | 0.06% | 15,957 | $-16,526 | Down ×2 | ||
| DLN | $4,755,908 | 0.06% | 49,376 | $345,139 | |||
| Unknown issuer (CUSIP: 84615Q103) | $4,670,629 | 0.06% | 27,336 | Up ×1 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $4,564,879 | 0.06% | 5,320 | $1,389,107 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $4,562,908 | 0.06% | 3,953 | $3,432,495 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $4,541,035 | 0.06% | 17,778 | $4,166,302 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4,247,748 | 0.05% | 8,895 | $949,558 | Down ×3 | ||
| VGK | $4,051,148 | 0.05% | 45,755 | $82,061 | Down ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $4,005,796 | 0.05% | 42,358 | $730,582 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $3,917,045 | 0.05% | 7,627 | $533,828 | Up ×1 | ||
| IWM | $3,719,657 | 0.05% | 12,380 | $649,346 | |||
| TXN Texas Instruments Incorporated - Common Stock | $3,615,769 | 0.05% | 12,131 | $1,803,571 | Up ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $3,404,499 | 0.04% | 3,197 | $1,143,794 | Up ×2 | ||
| CIEN Ciena Corporation Common Stock | $3,233,772 | 0.04% | 6,592 | $493,256 | Down ×2 | ||
| ENTG Entegris, Inc. - Common Stock | $3,194,853 | 0.04% | 17,763 | $1,350,316 | Up ×2 | ||
| NET Cloudflare, Inc. Class A Common Stock | $3,194,281 | 0.04% | 13,023 | $1,186,593 | Up ×3 | ||
| SNOW Snowflake Inc. Common Stock | $3,154,528 | 0.04% | 12,395 | $246,568 | Down ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $3,144,750 | 0.04% | 10,389 | Up ×1 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2,979,219 | 0.04% | 29,709 | $1,094,259 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,941,782 | 0.04% | 11,583 | $127,981 | Up ×5 | ||
| TWLO Twilio Inc. Class A Common Stock | $2,869,844 | 0.04% | 13,909 | $1,351,071 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,808,770 | 0.04% | 19,154 | $-2,740 | Down ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $2,789,430 | 0.04% | 16,420 | $361,333 | Down ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2,646,878 | 0.03% | 45,479 | $64,737 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $2,620,178 | 0.03% | 5,226 | $46,953 | Down ×1 | ||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $2,543,258 | 0.03% | 16,196 | $2,031,752 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $2,509,147 | 0.03% | 17,121 | $-261,566 | Down ×3 | ||
| ON ON Semiconductor Corporation - Common Stock | $2,474,868 | 0.03% | 26,178 | $1,333,497 | Up ×1 | ||
| FN Fabrinet Ordinary Shares | $2,375,350 | 0.03% | 4,226 | $721,089 | Up ×2 | ||
| GFS GlobalFoundries Inc. - Ordinary Share | $2,358,821 | 0.03% | 28,623 | $1,517,793 | Up ×1 | ||
| OTIS Otis Worldwide Corporation Common Stock | $2,352,132 | 0.03% | 32,851 | $-215,017 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2,339,581 | 0.03% | 5,629 | $642,982 | Down ×1 | ||
| UNP Union Pacific Corporation Common Stock | $2,326,662 | 0.03% | 8,554 | $253,983 | Up ×4 | ||
| VTV | $2,201,355 | 0.03% | 10,101 | $219,499 | |||
| EWJ | $2,177,066 | 0.03% | 23,342 | $382,248 | Up ×1 | ||
| VICR Vicor Corporation - Common Stock | $2,137,402 | 0.03% | 5,628 | $1,101,689 | Down ×5 | ||
| V Visa Inc. | $2,112,269 | 0.03% | 6,157 | $266,610 | Up ×3 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $2,055,300 | 0.03% | 23,813 | $376,516 | Up ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $2,039,614 | 0.03% | 7,541 | $78,069 | Up ×4 | ||
| 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 |
|---|---|---|---|
| IVV | $817,756,191 | 10.27% | up ×6 |
| IJR | $339,497,728 | 4.27% | up ×4 |
| VOO | $190,833,347 | 2.40% | up ×4 |
| AMD | $8,119,960 | 0.10% | up ×5 |
| XLP | $7,352,089 | 0.09% | up ×5 |
| PANW | $7,148,802 | 0.09% | up ×3 |
| TTWO | $5,319,824 | 0.07% | up ×3 |
| JTEK | $4,920,429 | 0.06% | up ×4 |
| TXN | $3,615,769 | 0.05% | up ×3 |
| NET | $3,194,281 | 0.04% | up ×3 |
| JNJ | $2,941,782 | 0.04% | up ×5 |
| UNP | $2,326,662 | 0.03% | up ×4 |
| V | $2,112,269 | 0.03% | up ×3 |
| ITW | $2,039,614 | 0.03% | up ×4 |
| MELI | $2,035,744 | 0.03% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 84615Q103) | $4,670,629 | 27,336 | 0.06% |
| BE | $3,144,750 | 10,389 | 0.04% |
| TSPA | $2,000,538 | 42,090 | 0.03% |
| CRM | $1,131,712 | 7,224 | 0.01% |
| AZN | $1,096,942 | 5,861 | 0.01% |
| YUMC | $1,077,960 | 26,450 | 0.01% |
| MRVL | $1,005,081 | 3,374 | 0.01% |
| MXL | $890,833 | 6,958 | 0.01% |
| BN | $878,595 | 20,600 | 0.01% |
| ALC | $617,303 | 9,120 | 0.01% |
| SAIA | $500,338 | 1,188 | 0.01% |
| WOLF | $381,899 | 7,915 | 0.00% |
| ENPH | $351,327 | 7,135 | 0.00% |
| DELL | $312,547 | 724 | 0.00% |
| SMH | $274,162 | 418 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Trimmed | -343K | +$325.7M |
| IVV | Bought more | +3K | +$106.5M |
| IWF | Bought more | +4.1M | +$95.8M |
| SPY | Trimmed | -4K | +$77.1M |
| IJR | Bought more | +5 | +$54.9M |
| IJH | Bought more | +9 | +$43.9M |
| VOO | Bought more | +1K | +$25.6M |
| LLY | Bought more | +534 | +$24.6M |
| IWD | Price move only | +0 | +$19.3M |
| VTI | Bought more | +1K | +$13.3M |
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 |
|---|---|---|---|---|
| CALF | June 30, 2025 | 66,535 | $2,495,071 | No longer tracked |
| CRDO | March 31, 2026 | 17,275 | $2,485,700 | 145.8% |
| RXST | Sept. 30, 2025 | 165,719 | $2,154,347 | -31.4% |
| SE | March 31, 2026 | 15,985 | $2,039,206 | 42.0% |
| AMT | June 30, 2026 | 10,440 | $1,801,735 | 8.4% |
| FEZ | June 30, 2025 | 29,010 | $1,578,434 | No longer tracked |
| ALAB | March 31, 2025 | 11,323 | $1,499,731 | 375.6% |
| BABA | June 30, 2026 | 11,198 | $1,404,901 | 30.5% |
| SPOT | March 31, 2026 | 2,385 | $1,384,993 | 11.4% |
| DXJ | March 31, 2025 | 12,368 | $1,364,116 | No longer tracked |
| RSP | Sept. 30, 2025 | 7,409 | $1,346,512 | No longer tracked |
| TTD | Sept. 30, 2025 | 17,971 | $1,293,732 | -72.5% |
| SNPS | Sept. 30, 2025 | 2,425 | $1,243,249 | -19.5% |
| INTU | June 30, 2026 | 2,657 | $1,148,834 | 38.7% |
| TEAM | Sept. 30, 2025 | 5,481 | $1,113,136 | 10.0% |
| INTC | Sept. 30, 2025 | 47,575 | $1,065,677 | 171.0% |
| SATS | June 30, 2026 | 7,962 | $932,111 | No longer tracked |
| SNPS | June 30, 2026 | 2,295 | $909,922 | -10.9% |
| HUBS | June 30, 2026 | 3,629 | $885,839 | 31.7% |
| ON | March 31, 2025 | 13,873 | $874,693 | 84.5% |
| GBTC | June 30, 2025 | 13,250 | $863,503 | No longer tracked |
| PCOR | Sept. 30, 2025 | 12,511 | $856,003 | -14.1% |
| FSLR | June 30, 2026 | 4,144 | $817,445 | -6.6% |
| IBM | Sept. 30, 2025 | 2,759 | $813,298 | -16.3% |
| MNDY | Sept. 30, 2025 | 2,495 | $784,628 | -53.2% |
| ADI | Sept. 30, 2025 | 3,225 | $767,565 | 52.0% |
| EUFN | June 30, 2025 | 26,646 | $759,145 | |
| COWZ | June 30, 2026 | 11,967 | $748,654 | No longer tracked |
| ONTO | June 30, 2025 | 6,023 | $730,831 | 193.7% |
| FIG | March 31, 2026 | 19,465 | $727,407 | 30.8% |
| RDDT | June 30, 2026 | 5,387 | $725,360 | -14.6% |
| CHTR | June 30, 2025 | 1,964 | $723,793 | -62.6% |
| FRA | June 30, 2025 | 54,072 | $698,604 | -16.5% |
| WDC | June 30, 2025 | 16,809 | $679,588 | 616.0% |
| GDX | March 31, 2025 | 19,677 | $667,247 | No longer tracked |
| DDOG | March 31, 2026 | 4,783 | $650,440 | 97.1% |
| GWRE | June 30, 2025 | 3,390 | $635,150 | -22.3% |
| OIH | March 31, 2025 | 2,265 | $614,336 | No longer tracked |
| ACN | June 30, 2026 | 3,080 | $610,733 | 48.7% |
| HYT | June 30, 2025 | 61,364 | $587,871 | -14.7% |
| WAB | March 31, 2026 | 2,716 | $579,730 | 17.0% |
| EWU | March 31, 2025 | 16,883 | $572,334 | No longer tracked |
| VEEV | June 30, 2026 | 3,142 | $551,924 | 42.0% |
| HON | June 30, 2026 | 2,436 | $550,609 | -1.2% |
| AER | June 30, 2026 | 3,941 | $540,626 | 1.5% |
| OKTA | Sept. 30, 2025 | 5,164 | $516,245 | 49.4% |
| ROST | June 30, 2026 | 2,317 | $501,932 | 8.7% |
| SNAP | March 31, 2025 | 46,565 | $501,505 | -39.9% |
| RBLX | Dec. 31, 2025 | 3,497 | $484,404 | -53.3% |
| MANH | March 31, 2025 | 1,778 | $480,487 | 21.1% |
| WWD | June 30, 2026 | 1,317 | $471,381 | -16.7% |
| DG | March 31, 2025 | 5,941 | $450,447 | 38.7% |
| PCOR | June 30, 2026 | 7,747 | $441,579 | 54.3% |
| JOE | June 30, 2026 | 7,000 | $439,600 | 11.4% |
| CEFS | June 30, 2025 | 19,748 | $421,225 | No longer tracked |
| SMH | June 30, 2025 | 1,899 | $401,582 | 100.7% |
| IYW | Dec. 31, 2025 | 2,033 | $398,237 | No longer tracked |
| LUMN | June 30, 2026 | 56,292 | $391,229 | -20.6% |
| RDDT | June 30, 2025 | 3,678 | $385,822 | -1.5% |
| SNAP | June 30, 2026 | 83,847 | $385,696 | 17.9% |
| TTAN | June 30, 2026 | 5,706 | $362,103 | 35.5% |
| MDB | Sept. 30, 2025 | 1,703 | $357,613 | 37.1% |
| GLW | March 31, 2025 | 7,291 | $346,468 | 228.5% |
| MTSI | Sept. 30, 2025 | 2,360 | $338,164 | 113.0% |
| GTLB | Sept. 30, 2025 | 7,121 | $321,228 | -6.9% |
| AMRZ | June 30, 2026 | 5,500 | $308,110 | -15.0% |
| OLED | June 30, 2026 | 3,336 | $305,778 | -0.5% |
| SHEL | June 30, 2026 | 3,284 | $305,412 | 22.0% |
| GEV | June 30, 2025 | 989 | $301,922 | 83.6% |
| HLT | March 31, 2026 | 1,043 | $299,602 | 9.4% |
| MPWR | March 31, 2025 | 497 | $294,075 | 125.8% |
| C | March 31, 2026 | 2,504 | $292,159 | 16.4% |
| VONE | March 31, 2026 | 945 | $292,043 | |
| ARM | Dec. 31, 2025 | 2,056 | $290,903 | 126.0% |
| ABT | June 30, 2026 | 2,762 | $283,588 | 26.6% |
| XLB | June 30, 2026 | 5,535 | $276,584 | No longer tracked |
| ETH | Dec. 31, 2025 | 6,964 | $272,850 | No longer tracked |
| VTWO | March 31, 2026 | 2,731 | $271,789 | |
| GE | June 30, 2025 | 1,351 | $270,403 | 37.2% |
| SNDK | June 30, 2025 | 5,601 | $266,663 | 3364.6% |
| CFLT | Sept. 30, 2025 | 10,688 | $266,452 | No longer tracked |
| NOBL | June 30, 2026 | 2,464 | $261,256 | No longer tracked |
| URI | Dec. 31, 2025 | 260 | $248,212 | 38.3% |
| COIN | June 30, 2026 | 1,360 | $237,470 | 16.6% |
| ESTC | Sept. 30, 2025 | 2,794 | $235,618 | 4.1% |
| PTC | March 31, 2026 | 1,345 | $234,312 | 7.8% |
| NVO | June 30, 2026 | 6,076 | $223,293 | -3.0% |
| LBRDK | Sept. 30, 2025 | 2,262 | $222,536 | -43.3% |
| JCI | Dec. 31, 2025 | 1,975 | $217,151 | 20.6% |
| CHYM | March 31, 2026 | 8,606 | $216,613 | 79.6% |
| WM | Dec. 31, 2025 | 978 | $215,930 | 2.6% |
| CRCL | Sept. 30, 2025 | 1,182 | $214,285 | -38.5% |
| CVS | March 31, 2026 | 2,694 | $213,806 | 30.9% |
| RACE | March 31, 2026 | 574 | $212,127 | 25.7% |
| CB | June 30, 2026 | 645 | $210,225 | 0.4% |
| VOX | March 31, 2026 | 1,084 | $209,895 | No longer tracked |
| BX | March 31, 2025 | 1,164 | $200,697 | 2.4% |
| LHX | Dec. 31, 2025 | 657 | $200,654 | -6.5% |
| PYPL | March 31, 2026 | 3,434 | $200,477 | 36.4% |
| BX | Dec. 31, 2025 | 1,172 | $200,236 | -7.1% |