Comprehensive Financial Planning, Inc./PA
CIK 2044855 · View on SEC EDGAR ↗
- Portfolio value
- $187.6M
- Positions
- 427
- As of
- June 30, 2026
#6,655 of 9,443 by 13F value · top 70.5%
Portfolio value QoQ: +29.9% 13F does not disclose cash
- Top 10 holdings weight
- 33.43%
- Top 25 holdings weight
- 56.81%
- Positions above 1%
- 31
- Effective number of positions
- 55.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.95% Est. buys $26,102,562 · sells $6,555,428
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 74.1% still held
- New positions
- 59
- Increased
- 143
- Decreased
- 60
- Closed
- 18
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
22.6%
Industrials
3.5%
Retail
2.9%
Communication Services
2.7%
Consumer Discretionary
1.5%
Financials
0.9%
Financial Services
0.5%
Energy
0.4%
Healthcare
0.4%
Utilities
0.3%
Consumer Staples
0.2%
Materials
0.0%
Real Estate
0.0%
Communications
0.0%
Telecommunication
0.0%
Logistics & Transportation
0.0%
Consumer products
0.0%
Other/Unmapped
64.1%
Full portfolio 427 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| JAAA | $8,788,629 | 4.69% | 174,067 | $127,229 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,488,347 | 4.53% | 42,423 | $1,030,496 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $8,265,414 | 4.41% | 28,564 | $1,006,432 | Down ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $7,406,469 | 3.95% | 6,416 | $5,858,504 | Up ×3 | ||
| VOO | $6,202,787 | 3.31% | 9,031 | $907,322 | Up ×6 | ||
| XLG | $5,680,309 | 3.03% | 92,770 | $661,419 | Up ×1 | ||
| IVV | $5,454,906 | 2.91% | 7,284 | $852,259 | Up ×5 | ||
| SOXX SOXX | $5,010,960 | 2.67% | 7,820 | $2,740,637 | Up ×5 | ||
| JGRO | $3,762,766 | 2.01% | 38,166 | $686,748 | Up ×6 | ||
| JIVE JPMorgan International Value ETF | $3,637,227 | 1.94% | 39,555 | $424,313 | Up ×4 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $3,435,656 | 1.83% | 4,502 | $1,692,866 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,372,715 | 1.80% | 5,988 | $39,717 | Up ×1 | ||
| BIL | $3,309,120 | 1.76% | 36,110 | ||||
| TCHP | $3,187,377 | 1.70% | 63,633 | $376,072 | |||
| SPY SPY | $3,172,291 | 1.69% | 4,248 | $631,664 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,159,435 | 1.68% | 13,256 | $388,195 | Down ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $3,153,664 | 1.68% | 1,387 | $3,008,807 | Up ×2 | ||
| IVW | $3,047,748 | 1.63% | 22,161 | $548,334 | Up ×6 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3,017,405 | 1.61% | 31,556 | $282,923 | Up ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $2,833,290 | 1.51% | 7,596 | $-19,631 | Down ×2 | ||
| SCHG | $2,702,997 | 1.44% | 79,876 | $317,314 | Down ×1 | ||
| IGM | $2,425,916 | 1.29% | 14,830 | $635,075 | Down ×1 | ||
| SCHD | $2,406,350 | 1.28% | 75,886 | $618,217 | Up ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $2,381,557 | 1.27% | 7,861 | $455,039 | Down ×1 | ||
| TSPA | $2,253,689 | 1.20% | 47,416 | $545,936 | Up ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,128,492 | 1.13% | 2,275 | $-166,145 | Down ×2 | ||
| BRKB | $2,076,118 | 1.11% | 4,149 | $63,958 | Down ×1 | ||
| WDC Western Digital Corporation - Common Stock | $2,070,278 | 1.10% | 3,241 | $1,772,260 | Up ×2 | ||
| BALT | $2,041,464 | 1.09% | 59,570 | $-35,943 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,013,227 | 1.07% | 2,734 | $426,590 | Down ×3 | ||
| VFLO VictoryShares Free Cash Flow ETF | $1,979,913 | 1.06% | 43,277 | $289,907 | Up ×1 | ||
| XMMO | $1,866,040 | 0.99% | 10,968 | $335,691 | Up ×5 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,770,351 | 0.94% | 15,174 | $-473,437 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,560,324 | 0.83% | 2,686 | $1,315,191 | Up ×4 | ||
| IYW | $1,521,441 | 0.81% | 6,032 | $432,876 | Up ×1 | ||
| SMH SMH | $1,456,757 | 0.78% | 2,221 | $35,479 | Down ×1 | ||
| FPX | $1,441,802 | 0.77% | 6,993 | $285,203 | Down ×1 | ||
| RDVI | $1,411,444 | 0.75% | 48,008 | $161,562 | Down ×1 | ||
| AVLV | $1,393,499 | 0.74% | 15,278 | $235,529 | Up ×6 | ||
| TCAF | $1,355,469 | 0.72% | 32,980 | $363,548 | Up ×6 | ||
| MAGS | $1,338,726 | 0.71% | 20,820 | $87,309 | Down ×2 | ||
| VGT | $1,326,821 | 0.71% | 11,101 | $338,941 | Up ×5 | ||
| XTL | $1,228,901 | 0.66% | 5,402 | $78,162 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,228,152 | 0.65% | 2,920 | $42,642 | Down ×2 | ||
| PSFF | $1,222,397 | 0.65% | 35,628 | $29,737 | Down ×1 | ||
| JCPB | $1,162,184 | 0.62% | 24,759 | $-56,520 | Down ×1 | ||
| VO | $1,118,181 | 0.60% | 13,878 | $200,393 | Up ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,113,278 | 0.59% | 3,115 | $228,735 | Up ×5 | ||
| FLCV | $1,112,411 | 0.59% | 31,023 | $574,826 | Up ×3 | ||
| SAMT | $1,048,643 | 0.56% | 21,968 | Up ×1 | |||
| WM Waste Management, Inc. Common Stock | $1,037,900 | 0.55% | 4,657 | $-80,586 | Down ×3 | ||
| RSP | $997,697 | 0.53% | 4,689 | $129,950 | Up ×6 | ||
| XLK XLK | $977,816 | 0.52% | 5,132 | $296,570 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $973,829 | 0.52% | 15,845 | $13,763 | Down ×1 | ||
| PBW | $862,862 | 0.46% | 22,119 | $171,260 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $831,482 | 0.44% | 2,201 | $172,793 | Up ×5 | ||
| QTUM Defiance Quantum ETF | $782,247 | 0.42% | 4,730 | $88,660 | Down ×1 | ||
| VLU | $777,982 | 0.41% | 3,266 | $62,917 | Down ×1 | ||
| WQTM | $777,033 | 0.41% | 20,551 | Up ×1 | |||
| MGV | $766,762 | 0.41% | 4,691 | $107,351 | Up ×6 | ||
| SPMO | $754,221 | 0.40% | 4,669 | $194,857 | Down ×1 | ||
| DGRO | $745,624 | 0.40% | 9,838 | $60,105 | Up ×1 | ||
| JSI | $729,220 | 0.39% | 14,240 | $-13,654 | Down ×3 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $693,708 | 0.37% | 16,080 | $126,597 | Up ×5 | ||
| GFLW VictoryShares Free Cash Flow Growth ETF | $675,093 | 0.36% | 19,692 | $157,291 | Up ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $659,786 | 0.35% | 2,016 | $77,618 | Up ×6 | ||
| TGRW | $631,813 | 0.34% | 13,240 | $95,621 | |||
| ITOT | $616,675 | 0.33% | 3,754 | $83,357 | Up ×6 | ||
| XLF XLF | $597,992 | 0.32% | 11,154 | $-49,257 | Down ×1 | ||
| XLU XLU | $582,838 | 0.31% | 12,855 | $58,952 | Up ×6 | ||
| ALAB Astera Labs, Inc. - Common Stock | $572,862 | 0.31% | 1,186 | $442,877 | |||
| VTI | $571,035 | 0.30% | 1,543 | $107,582 | Up ×6 | ||
| Unknown issuer (CUSIP: 14016P206) | $568,959 | 0.30% | 13,065 | Up ×1 | |||
| CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $561,912 | 0.30% | 7,556 | $26,645 | Up ×6 | ||
| RSG Republic Services, Inc. Common Stock | $553,894 | 0.30% | 2,599 | $-13,920 | Up ×1 | ||
| VYM | $546,524 | 0.29% | 3,458 | $41,200 | Up ×6 | ||
| RTX RTX Corporation Common Stock | $506,748 | 0.27% | 2,671 | $-6,476 | Up ×6 | ||
| VNLA | $492,428 | 0.26% | 10,077 | $5,698 | Up ×6 | ||
| IWY | $484,513 | 0.26% | 1,667 | $70,047 | Up ×6 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $478,697 | 0.26% | 7,296 | $70,771 | Down ×1 | ||
| ENVA Enova International, Inc. Common Stock | $467,016 | 0.25% | 1,940 | Up ×1 | |||
| JEPI | $464,581 | 0.25% | 8,226 | $-49,763 | Down ×1 | ||
| BELFB Bel Fuse Inc. - Class B Common Stock | $463,592 | 0.25% | 1,392 | Up ×1 | |||
| MGK | $463,093 | 0.25% | 5,268 | $76,252 | Up ×5 | ||
| BE Bloom Energy Corporation Class A Common Stock | $457,380 | 0.24% | 1,511 | Up ×1 | |||
| ATRO Astronics Corporation - Common Stock | $450,749 | 0.24% | 5,547 | Up ×1 | |||
| PDFS PDF Solutions, Inc. - Common Stock | $421,342 | 0.22% | 5,952 | Up ×1 | |||
| XMVM | $419,646 | 0.22% | 5,917 | $36,051 | Up ×6 | ||
| XMTR Xometry, Inc. - Class A Common Stock | $413,878 | 0.22% | 4,288 | Up ×1 | |||
| MTZ MasTec, Inc. Common Stock | $408,571 | 0.22% | 982 | Up ×1 | |||
| APH Amphenol Corporation Common Stock | $392,488 | 0.21% | 2,226 | ||||
| GOOG Alphabet Inc. - Class C Capital Stock | $387,361 | 0.21% | 1,096 | $73,058 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $383,450 | 0.20% | 2,805 | $-89,602 | Up ×5 | ||
| DY Dycom Industries, Inc. Common Stock | $383,237 | 0.20% | 758 | Up ×1 | |||
| IETC | $382,630 | 0.20% | 3,564 | $67,908 | Up ×1 | ||
| AVEM | $379,076 | 0.20% | 3,929 | $93,146 | Up ×3 | ||
| BTSG BrightSpring Health Services, Inc. - Common Stock | $375,062 | 0.20% | 5,378 | Up ×1 | |||
| NVT nVent Electric plc Ordinary Shares | $368,223 | 0.20% | 2,171 | $50,997 | Down ×1 | ||
| RBC RBC Bearings Incorporated Common Stock | $366,470 | 0.20% | 569 | Up ×1 | |||
| FROG JFrog Ltd. - Ordinary shares | $363,247 | 0.19% | 3,997 | Up ×1 | |||
| 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 |
|---|---|---|---|
| JAAA | $8,788,629 | 4.69% | up ×3 |
| MU | $7,406,469 | 3.95% | up ×3 |
| VOO | $6,202,787 | 3.31% | up ×6 |
| IVV | $5,454,906 | 2.91% | up ×5 |
| SOXX | $5,010,960 | 2.67% | up ×5 |
| JGRO | $3,762,766 | 2.01% | up ×6 |
| JIVE | $3,637,227 | 1.94% | up ×4 |
| SPY | $3,172,291 | 1.69% | up ×4 |
| IVW | $3,047,748 | 1.63% | up ×6 |
| DGRW | $3,017,405 | 1.61% | up ×5 |
| TSPA | $2,253,689 | 1.20% | up ×6 |
| XMMO | $1,866,040 | 0.99% | up ×5 |
| AMD | $1,560,324 | 0.83% | up ×4 |
| AVLV | $1,393,499 | 0.74% | up ×6 |
| TCAF | $1,355,469 | 0.72% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BIL | $3,309,120 | 36,110 | 1.76% |
| SAMT | $1,048,643 | 21,968 | 0.56% |
| WQTM | $777,033 | 20,551 | 0.41% |
| Unknown issuer (CUSIP: 14016P206) | $568,959 | 13,065 | 0.30% |
| ENVA | $467,016 | 1,940 | 0.25% |
| BELFB | $463,592 | 1,392 | 0.25% |
| BE | $457,380 | 1,511 | 0.24% |
| ATRO | $450,749 | 5,547 | 0.24% |
| PDFS | $421,342 | 5,952 | 0.22% |
| XMTR | $413,878 | 4,288 | 0.22% |
| MTZ | $408,571 | 982 | 0.22% |
| APH | $392,488 | 2,226 | 0.21% |
| DY | $383,237 | 758 | 0.20% |
| BTSG | $375,062 | 5,378 | 0.20% |
| RBC | $366,470 | 569 | 0.20% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Bought more | +2K | +$5.9M |
| SOXX | Bought more | +913 | +$2.7M |
| CRWD | Bought more | +38 | +$1.7M |
| NVDA | Trimmed | -339 | +$1.0M |
| AAPL | Trimmed | -38 | +$1.0M |
| VOO | Bought more | +170 | +$907K |
| IVV | Bought more | +238 | +$852K |
| JGRO | Bought more | +2K | +$687K |
| XLG | Bought more | +765 | +$661K |
| IGM | Trimmed | -281 | +$635K |
3 positions hidden (data completeness check)
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 |
|---|---|---|---|---|
| GOVT | March 31, 2025 | 108,667 | $2,497,168 | No longer tracked |
| FFTY | June 30, 2026 | 35,420 | $1,183,399 | No longer tracked |
| BBP | March 31, 2026 | 6,971 | $557,086 | No longer tracked |
| MMSC | March 31, 2025 | 26,280 | $545,010 | No longer tracked |
| URA | Dec. 31, 2025 | 10,340 | $492,908 | No longer tracked |
| FFTY | March 31, 2025 | 15,273 | $436,655 | No longer tracked |
| CLS | March 31, 2026 | 1,461 | $431,886 | 7.7% |
| GDX | March 31, 2026 | 4,784 | $410,323 | No longer tracked |
| GLW | March 31, 2026 | 1,843 | $373,018 | 12.9% |
| AGX | March 31, 2026 | 1,153 | $361,447 | -4.6% |
| IESC | March 31, 2026 | 929 | $361,399 | 41.6% |
| DAVE | Sept. 30, 2025 | 1,339 | $359,401 | 68.5% |
| DRSK | June 30, 2025 | 12,933 | $352,686 | No longer tracked |
| USLM | March 31, 2025 | 2,489 | $330,340 | 38.6% |
| APH | March 31, 2026 | 2,298 | $310,551 | 23.4% |
| PAHC | June 30, 2026 | 5,165 | $285,676 | 13.2% |
| FIX | March 31, 2026 | 305 | $284,653 | 22.1% |
| ATEYY | Sept. 30, 2025 | 3,738 | $276,462 | No longer tracked |
| SPOT | Sept. 30, 2025 | 357 | $273,940 | -24.5% |
| AGX | March 31, 2025 | 1,987 | $272,336 | 296.1% |
| CRDO | Dec. 31, 2025 | 1,865 | $271,563 | 60.8% |
| GLTR | Dec. 31, 2025 | 1,607 | $265,878 | No longer tracked |
| CVSA | Sept. 30, 2025 | 2,082 | $264,893 | -17.2% |
| PRN | March 31, 2025 | 1,687 | $259,405 | |
| AMTM | March 31, 2026 | 8,830 | $256,070 | -19.8% |
| TFPM | Dec. 31, 2025 | 8,607 | $251,841 | 1.0% |
| ESE | June 30, 2026 | 873 | $245,636 | -19.0% |
| SE | Dec. 31, 2025 | 1,216 | $217,336 | -8.5% |
| GFI | Dec. 31, 2025 | 4,958 | $208,038 | 10.4% |
| MLPA | Dec. 31, 2025 | 4,097 | $198,366 | No longer tracked |
| FIX | March 31, 2025 | 463 | $196,227 | 422.3% |
| FTAI | March 31, 2025 | 1,318 | $189,845 | 84.2% |
| PSIX | Dec. 31, 2025 | 1,899 | $186,520 | -34.8% |
| BYRN | Sept. 30, 2025 | 5,853 | $180,741 | -83.5% |
| BSX | Sept. 30, 2025 | 1,678 | $180,234 | -49.4% |
| OWL | March 31, 2025 | 7,410 | $172,366 | -42.3% |
| TW | March 31, 2025 | 1,292 | $169,155 | -28.3% |
| WFC | Dec. 31, 2025 | 2,000 | $167,640 | -9.2% |
| CWAN | March 31, 2025 | 6,085 | $167,459 | No longer tracked |
| APH | March 31, 2025 | 2,409 | $167,305 | 137.7% |
| LPX | March 31, 2025 | 1,567 | $162,303 | -19.5% |
| TXRH | March 31, 2025 | 889 | $160,408 | 20.9% |
| SPOT | March 31, 2025 | 348 | $155,688 | -4.1% |
| BMI | March 31, 2025 | 730 | $154,918 | -32.4% |
| USMV | March 31, 2025 | 1,706 | $151,446 | No longer tracked |
| USVM | Dec. 31, 2025 | 1,659 | $150,226 | |
| AXON | March 31, 2025 | 252 | $149,769 | 15.8% |
| CRDO | March 31, 2025 | 2,171 | $145,913 | 476.3% |
| GABF | Dec. 31, 2025 | 2,205 | $106,313 | No longer tracked |
| IONQ | March 31, 2025 | 2,200 | $91,894 | 92.6% |
| CAT | March 31, 2025 | 218 | $79,260 | 149.8% |
| CWST | Dec. 31, 2025 | 500 | $47,440 | -5.2% |
| TPLC | June 30, 2026 | 817 | $37,946 | No longer tracked |
| MU | March 31, 2025 | 400 | $33,664 | 1033.2% |
| ORRF | June 30, 2025 | 1,053 | $31,612 | 32.4% |
| WDC | March 31, 2025 | 500 | $29,815 | 1063.7% |
| DWAS | March 31, 2025 | 296 | $27,039 | |
| VFH | March 31, 2025 | 218 | $25,710 | No longer tracked |
| URSP | March 31, 2026 | 611 | $24,971 | No longer tracked |
| WOOD | June 30, 2025 | 322 | $24,344 | -1.9% |
| JSCP | March 31, 2026 | 511 | $24,315 | No longer tracked |
| ET | March 31, 2025 | 1,132 | $22,172 | 14.3% |
| FBND | June 30, 2025 | 429 | $19,583 | No longer tracked |
| EMB | March 31, 2026 | 179 | $17,234 | |
| BND | June 30, 2025 | 230 | $16,893 | |
| XMHQ | June 30, 2025 | 180 | $16,564 | No longer tracked |
| GSIT | March 31, 2025 | 5,000 | $15,150 | 199.8% |
| IEF | March 31, 2026 | 155 | $14,904 | |
| SHW | June 30, 2026 | 44 | $14,343 | 1.1% |
| RIOT | Sept. 30, 2025 | 1,200 | $13,560 | 15.2% |
| CCL | June 30, 2026 | 500 | $12,940 | -10.1% |
| VBR | March 31, 2025 | 62 | $12,384 | No longer tracked |
| MVV | March 31, 2026 | 176 | $12,267 | No longer tracked |
| UWM | March 31, 2026 | 258 | $12,131 | No longer tracked |
| CZR | March 31, 2026 | 500 | $11,695 | 12.3% |
| IUSV | March 31, 2026 | 108 | $11,074 | |
| COMT | March 31, 2025 | 432 | $10,946 | |
| HBI | Dec. 31, 2025 | 1,500 | $9,885 | No longer tracked |
| XLP | Sept. 30, 2025 | 121 | $9,822 | No longer tracked |
| ITB | March 31, 2026 | 100 | $9,630 | No longer tracked |
| IXG | June 30, 2025 | 84 | $8,653 | No longer tracked |
| ALGT | Dec. 31, 2025 | 140 | $8,497 | -5.3% |
| XLY | June 30, 2026 | 76 | $8,282 | No longer tracked |
| TER | March 31, 2026 | 42 | $8,129 | 26.3% |
| JMST | Dec. 31, 2025 | 156 | $7,962 | No longer tracked |
| SPMB | March 31, 2026 | 341 | $7,643 | No longer tracked |
| HYG | March 31, 2026 | 94 | $7,579 | No longer tracked |
| VIS | June 30, 2026 | 24 | $7,493 | No longer tracked |
| MBB | March 31, 2026 | 78 | $7,427 | |
| COF | March 31, 2026 | 29 | $7,028 | 19.3% |
| SCHW | March 31, 2026 | 67 | $6,693 | 18.3% |
| RXRX | June 30, 2025 | 1,159 | $6,131 | -32.9% |
| AAL | March 31, 2025 | 344 | $5,996 | 29.7% |
| DRLL | June 30, 2025 | 198 | $5,894 | 52.7% |
| RJF | March 31, 2026 | 36 | $5,781 | 21.1% |
| IWO | March 31, 2025 | 20 | $5,756 | No longer tracked |
| ADI | March 31, 2026 | 21 | $5,695 | 18.3% |
| VDE | June 30, 2026 | 32 | $5,567 | No longer tracked |
| MS | March 31, 2026 | 31 | $5,503 | 28.6% |
| ETN | March 31, 2026 | 17 | $5,414 | 17.7% |
| NBET | June 30, 2026 | 130 | $5,376 | No longer tracked |
| KKR | March 31, 2026 | 42 | $5,354 | 17.4% |
| DHI | March 31, 2026 | 37 | $5,329 | 8.1% |
| CEG | March 31, 2026 | 15 | $5,299 | -2.4% |
| UAL | March 31, 2025 | 54 | $5,243 | 63.7% |
| ANET | March 31, 2026 | 39 | $5,110 | 53.4% |
| IUSB | June 30, 2026 | 108 | $4,988 | |
| RWK | March 31, 2026 | 39 | $4,931 | No longer tracked |
| DELL | March 31, 2026 | 38 | $4,783 | 167.6% |
| AEP | March 31, 2026 | 41 | $4,727 | -5.8% |
| D | March 31, 2026 | 80 | $4,687 | 9.3% |
| RSPH | March 31, 2025 | 154 | $4,507 | No longer tracked |
| COIN | June 30, 2026 | 25 | $4,365 | 28.2% |
| JSMD | Sept. 30, 2025 | 55 | $4,309 | |
| PEG | March 31, 2026 | 53 | $4,255 | -8.3% |
| QUBT | June 30, 2025 | 500 | $4,000 | -56.1% |
| CNS | June 30, 2025 | 49 | $3,963 | 7.3% |
| BIL | March 31, 2026 | 43 | $3,929 | No longer tracked |
| IGSB | March 31, 2026 | 73 | $3,860 | |
| LULU | June 30, 2026 | 25 | $3,827 | 3.1% |
| HII | March 31, 2026 | 11 | $3,740 | -19.8% |
| STRL | March 31, 2026 | 12 | $3,674 | 28.6% |
| GPN | June 30, 2025 | 36 | $3,525 | 15.7% |
| SHLD | June 30, 2025 | 74 | $3,457 | No longer tracked |
| EXPE | March 31, 2026 | 12 | $3,399 | 39.4% |
| SNY | Dec. 31, 2025 | 70 | $3,304 | -5.8% |
| STT | March 31, 2026 | 25 | $3,225 | 47.1% |
| BLK | March 31, 2026 | 3 | $3,211 | 20.3% |
| SONO | June 30, 2025 | 300 | $3,201 | 46.1% |
| MRVL | March 31, 2026 | 37 | $3,144 | 148.7% |
| SKYY | June 30, 2026 | 28 | $3,062 | |
| CG | March 31, 2026 | 51 | $3,014 | 0.9% |
| ADSK | March 31, 2026 | 10 | $2,960 | 3.2% |
| CSCO | March 31, 2026 | 38 | $2,927 | 43.1% |
| AQST | June 30, 2025 | 1,000 | $2,900 | 39.4% |
| FDN | June 30, 2026 | 12 | $2,808 | No longer tracked |
| MCHP | March 31, 2026 | 40 | $2,548 | 18.1% |
| PWR | March 31, 2026 | 6 | $2,532 | 20.0% |
| NLY | March 31, 2026 | 112 | $2,504 | 10.0% |
| BOTZ | March 31, 2026 | 66 | $2,391 | |
| ENB | March 31, 2026 | 50 | $2,391 | -5.4% |
| JLL | March 31, 2026 | 7 | $2,355 | 27.4% |
| DLTR | March 31, 2025 | 31 | $2,323 | 73.5% |
| AMLP | March 31, 2026 | 49 | $2,303 | No longer tracked |
| HACK | March 31, 2026 | 28 | $2,250 | No longer tracked |
| RHP | March 31, 2025 | 20 | $2,087 | 40.5% |
| MELI | March 31, 2026 | 1 | $2,014 | 12.0% |
| TVAL | June 30, 2025 | 61 | $1,954 | No longer tracked |
| HON | March 31, 2026 | 10 | $1,950 | -2.9% |
| ORGN | March 31, 2026 | 8,523 | $1,804 | No longer tracked |
| OZK | March 31, 2026 | 35 | $1,610 | 8.2% |
| ULXXXX | Dec. 31, 2025 | 23 | $1,363 | No longer tracked |
| VAW | June 30, 2026 | 5 | $1,126 | No longer tracked |
| ZIMV | June 30, 2025 | 100 | $1,080 | No longer tracked |
| HTT | June 30, 2026 | 400 | $776 | -3.5% |
| MOBX | Dec. 31, 2025 | 625 | $504 | 356.9% |
| SHOP | March 31, 2026 | 3 | $482 | 22.9% |
| MASI | June 30, 2026 | 2 | $355 | No longer tracked |
| LCIDXXXX | Sept. 30, 2025 | 155 | $327 | No longer tracked |
| NIO | Sept. 30, 2025 | 15 | $51 | -40.0% |
| SOLS | March 31, 2026 | 1 | $48 | -25.0% |
| DJT | June 30, 2025 | 1 | $19 | -51.2% |
| FFAI | March 31, 2025 | 1 | $2 | 195.6% |
| JHML | March 31, 2025 | 0 | $1 | No longer tracked |
| MULN | March 31, 2025 | 1 | $1 | No longer tracked |
| SPLM | March 31, 2026 | 25 | $0 | No longer tracked |
| SPLM | March 31, 2025 | 25 | $0 | No longer tracked |