Evercore Wealth Management, LLC
CIK 1482689 · View on SEC EDGAR ↗
- Portfolio value
- $3.2B
- Positions
- 433
- As of
- June 30, 2026
#1,109 of 9,443 by 13F value · top 11.7%
Portfolio value QoQ: +32.8% 13F does not disclose cash
- Top 10 holdings weight
- 52.17%
- Top 25 holdings weight
- 77.05%
- Positions above 1%
- 22
- Effective number of positions
- 28.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 40.7% Est. buys $1,657,351,938 · sells $1,140,692,699
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 81.9% still held
- New positions
- 37
- Increased
- 113
- Decreased
- 141
- Closed
- 20
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
Communication Services
17.2%
Technology
11.7%
Financial Services
10.9%
Retail
9.2%
Industrials
7.5%
Financials
7.2%
Healthcare
7.0%
Consumer Discretionary
6.7%
Real Estate
3.8%
Energy
1.1%
Utilities
0.7%
Communications
0.6%
Consumer Staples
0.4%
Consumer products
0.4%
Materials
0.4%
Packaging
0.1%
Logistics & Transportation
0.0%
Telecommunication
0.0%
N/A
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
14.8%
Full portfolio 433 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $254,134,092 | 7.95% | 681,288 | $216,314,563 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $252,492,798 | 7.90% | 714,609 | $28,161,393 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $221,349,800 | 6.92% | 619,386 | $34,269,820 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $198,006,242 | 6.19% | 947,217 | $197,325,745 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $154,763,634 | 4.84% | 472,806 | $12,285,138 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $133,201,687 | 4.17% | 377,684 | $132,881,019 | Up ×2 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $132,930,272 | 4.16% | 1,269,994 | $132,518,417 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $115,350,903 | 3.61% | 230,076 | $115,080,562 | Up ×2 | ||
| CBRE CBRE Group Inc Common Stock Class A | $114,094,283 | 3.57% | 847,088 | $113,698,063 | Up ×1 | ||
| BLK BlackRock, Inc. Common Stock | $91,927,059 | 2.88% | 95,602 | $82,466,718 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $88,024,921 | 2.75% | 94,097 | $87,686,135 | Up ×2 | ||
| APH Amphenol Corporation Common Stock | $87,606,884 | 2.74% | 496,863 | $87,500,750 | Up ×1 | ||
| SPY SPY | $70,822,524 | 2.21% | 94,838 | $8,903,347 | Down ×1 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $67,586,691 | 2.11% | 147,206 | $58,576,093 | Up ×2 | ||
| CROX Crocs, Inc. - Common Stock | $62,918,706 | 1.97% | 521,541 | $16,310,365 | Down ×1 | ||
| IVV | $60,456,820 | 1.89% | 80,729 | $8,238,839 | Up ×4 | ||
| PGR Progressive Corporation (The) Common Stock | $58,537,828 | 1.83% | 267,969 | $50,089,830 | Up ×3 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $58,179,807 | 1.82% | 650,199 | $57,958,751 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $50,829,672 | 1.59% | 511,983 | $50,303,786 | Up ×1 | ||
| IAU | $41,963,248 | 1.31% | 555,731 | $36,047,888 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $33,067,768 | 1.03% | 138,742 | $3,384,919 | Down ×2 | ||
| GLDM | $32,144,451 | 1.01% | 404,740 | $31,208,282 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $29,149,747 | 0.91% | 24,303 | $5,641,346 | Down ×2 | ||
| IWF | $28,233,608 | 0.88% | 227,379 | $3,081,468 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $25,838,055 | 0.81% | 62,166 | $5,270,780 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $23,956,358 | 0.75% | 46,644 | $403,885 | Down ×2 | ||
| AZO AutoZone, Inc. Common Stock | $21,479,913 | 0.67% | 6,721 | $-128,682,675 | Down ×2 | ||
| BX Blackstone Inc. Common Stock | $19,102,783 | 0.60% | 162,342 | $-116,603,010 | Down ×1 | ||
| DLN | $18,877,660 | 0.59% | 195,989 | $1,394,707 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $17,124,141 | 0.54% | 145,787 | $5,467,097 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $16,775,077 | 0.52% | 66,663 | $13,590,806 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $15,099,132 | 0.47% | 20,884 | $7,873,350 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $14,338,722 | 0.45% | 163,367 | $14,225,408 | Up ×1 | ||
| VEU | $13,876,119 | 0.43% | 165,685 | $13,814,988 | Up ×2 | ||
| RSP | $13,401,744 | 0.42% | 62,987 | $3,624,380 | Up ×5 | ||
| IWB | $12,639,217 | 0.40% | 30,865 | $1,409,360 | Down ×1 | ||
| VWO | $12,256,267 | 0.38% | 205,332 | $12,182,327 | Up ×1 | ||
| JBL Jabil Inc. Common Stock | $12,235,135 | 0.38% | 31,740 | $3,523,534 | Down ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $12,187,306 | 0.38% | 28,976 | $495,397 | Down ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $11,545,070 | 0.36% | 51,552 | $1,115,434 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $9,804,601 | 0.31% | 71,713 | $-2,378,344 | Down ×1 | ||
| MDY | $9,505,362 | 0.30% | 13,515 | $8,512,378 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $9,354,967 | 0.29% | 129,642 | $9,067,463 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $9,225,202 | 0.29% | 113,513 | $247,880 | Down ×1 | ||
| MCK McKesson Corporation Common Stock | $8,566,993 | 0.27% | 11,338 | $6,572,338 | Up ×1 | ||
| GLD | $8,313,231 | 0.26% | 22,567 | $-1,824,832 | Down ×1 | ||
| DXJ | $8,286,448 | 0.26% | 47,755 | $-31,714,247 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $8,244,689 | 0.26% | 56,224 | $7,589,076 | Up ×1 | ||
| BRKA | $8,237,350 | 0.26% | 11 | $337,810 | |||
| IJH | $8,196,793 | 0.26% | 106,300 | $1,014,978 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $7,921,791 | 0.25% | 7,439 | $2,446,104 | Down ×3 | ||
| XLK XLK | $7,813,606 | 0.24% | 41,012 | $4,936,853 | Up ×1 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $7,322,900 | 0.23% | 130,000 | $474,500 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $7,322,486 | 0.23% | 64,652 | $-857,748 | Down ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $7,201,992 | 0.23% | 9,780 | $1,659,332 | Up ×2 | ||
| VTI | $7,000,567 | 0.22% | 18,918 | $1,000,143 | Up ×3 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $6,429,193 | 0.20% | 51,665 | $-11,506,534 | Down ×3 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $6,321,323 | 0.20% | 171,962 | $-185,719 | |||
| NET Cloudflare, Inc. Class A Common Stock | $5,248,992 | 0.16% | 21,400 | $-29,185 | Down ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $4,976,356 | 0.16% | 149,485 | $4,745,068 | Up ×3 | ||
| VO | $4,936,685 | 0.15% | 61,272 | $4,896,480 | Up ×1 | ||
| ECL Ecolab Inc. Common Stock | $4,891,277 | 0.15% | 17,556 | $4,066,615 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4,850,235 | 0.15% | 13,394 | $-225,201 | Down ×1 | ||
| VV | $4,849,131 | 0.15% | 14,100 | $635,346 | |||
| CHKP Check Point Software Technologies Ltd. - Ordinary Shares | $4,754,480 | 0.15% | 36,175 | $-413,119 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $4,679,077 | 0.15% | 30,885 | $-341,092 | Down ×2 | ||
| ABT Abbott Laboratories Common Stock | $4,390,999 | 0.14% | 48,391 | $2,734,727 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $4,138,896 | 0.13% | 28,913 | $4,009,579 | Up ×1 | ||
| AXP American Express Company Common Stock | $4,116,502 | 0.13% | 12,170 | $433,203 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $4,065,016 | 0.13% | 3,460 | $3,958,522 | Up ×1 | ||
| AGG | $4,052,241 | 0.13% | 40,940 | $28,530 | Up ×3 | ||
| XLV XLV | $3,984,270 | 0.12% | 25,112 | $3,793,677 | Up ×1 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3,981,859 | 0.12% | 14,722 | $2,524,235 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $3,952,524 | 0.12% | 15,474 | $1,821,330 | Down ×3 | ||
| GE GE Aerospace Common Stock | $3,880,439 | 0.12% | 10,383 | $3,766,647 | Up ×1 | ||
| VEA | $3,872,865 | 0.12% | 54,356 | $-8,128,907 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $3,868,092 | 0.12% | 24,691 | $-743,217 | Down ×6 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $3,783,518 | 0.12% | 41,085 | $-6,731 | Up ×1 | ||
| JAAA | $3,712,530 | 0.12% | 73,530 | $157,869 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $3,650,201 | 0.11% | 22,021 | $-898,702 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3,633,705 | 0.11% | 3,148 | $2,398,900 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3,553,426 | 0.11% | 6,117 | $2,276,496 | Down ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,548,125 | 0.11% | 6,299 | $-55,624 | |||
| INTC Intel Corporation - Common Stock | $3,457,658 | 0.11% | 24,763 | $2,283,006 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3,430,881 | 0.11% | 13,509 | $-62,655 | Down ×3 | ||
| AMT American Tower Corporation (REIT) Common Stock | $3,400,457 | 0.11% | 20,789 | $-3,057,659 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3,355,232 | 0.10% | 18,157 | $998,816 | Down ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $3,349,728 | 0.10% | 10,147 | $302,547 | Down ×2 | ||
| XLE XLE | $3,314,170 | 0.10% | 62,402 | $1,304,352 | Up ×2 | ||
| IWR | $3,158,131 | 0.10% | 28,627 | $3,001,299 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $3,106,024 | 0.10% | 37,585 | $3,043,132 | Up ×1 | ||
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $3,100,824 | 0.10% | 25,985 | $598,705 | |||
| VGT | $3,035,808 | 0.09% | 25,400 | $820,547 | Up ×1 | ||
| XLF XLF | $2,998,622 | 0.09% | 55,934 | $237,160 | |||
| CHD Church & Dwight Company, Inc. Common Stock | $2,975,282 | 0.09% | 30,711 | $104,199 | Down ×2 | ||
| VIG | $2,901,053 | 0.09% | 12,260 | $282,184 | Up ×1 | ||
| IVE | $2,892,744 | 0.09% | 12,740 | $2,064,614 | Up ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $2,668,813 | 0.08% | 21,084 | $-101,746 | Down ×1 | ||
| CSR D/B/A Centerspace Common Stock | $2,572,434 | 0.08% | 45,781 | $-57,684 | |||
| NFLX Netflix, Inc. - Common Stock | $2,549,765 | 0.08% | 35,711 | $-883,848 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| LEU | $2,220,920 | 13,230 | 0.07% |
| GLNG | $498,400 | 10,000 | 0.02% |
| Unknown issuer (CUSIP: 09264B107) | $432,600 | 20,000 | 0.01% |
| Unknown issuer (CUSIP: 84615Q103) | $374,354 | 2,191 | 0.01% |
| CMS | $275,400 | 3,600 | 0.01% |
| BETA | $262,824 | 15,691 | 0.01% |
| BE | $252,754 | 835 | 0.01% |
| HPE | $250,992 | 5,564 | 0.01% |
| WLY | $245,461 | 5,060 | 0.01% |
| ECPG | $233,225 | 2,500 | 0.01% |
| Unknown issuer (CUSIP: 43849R105) | $232,134 | 1,050 | 0.01% |
| MNST | $230,688 | 2,400 | 0.01% |
| RY | $222,700 | 1,076 | 0.01% |
| PAA | $222,600 | 10,000 | 0.01% |
| A | $220,896 | 1,663 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GOOGL | Trimmed | -31K | +$34.3M |
| DXJ | Trimmed | -204K | -$31.7M |
| GOOG | Trimmed | -67K | +$28.2M |
| CROX | Trimmed | -40K | +$16.3M |
| JPM | Trimmed | -12K | +$12.3M |
| ACN | Trimmed | -39K | -$11.5M |
34 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 |
|---|---|---|---|---|
| FISV | Dec. 31, 2025 | 29,676 | $3,826,127 | -21.5% |
| BWA | March 31, 2026 | 34,561 | $1,557,319 | 24.3% |
| TDG | June 30, 2025 | 906 | $1,253,261 | -18.8% |
| DTD | March 31, 2025 | 15,781 | $1,197,181 | No longer tracked |
| EXE | June 30, 2025 | 5,000 | $556,600 | -17.4% |
| EXE | March 31, 2026 | 5,028 | $554,890 | -12.0% |
| HON | June 30, 2026 | 2,360 | $533,431 | 0.8% |
| AMR | March 31, 2025 | 2,500 | $500,300 | 45.5% |
| WTM | June 30, 2026 | 200 | $439,392 | 3.0% |
| FNDA | June 30, 2025 | 15,565 | $426,325 | No longer tracked |
| SMH | March 31, 2025 | 1,600 | $387,472 | 163.5% |
| SOFI | March 31, 2025 | 25,000 | $385,000 | 55.3% |
| FDX | March 31, 2025 | 1,362 | $383,171 | 38.5% |
| GLNG | June 30, 2025 | 10,000 | $379,900 | 28.1% |
| SCHD | June 30, 2025 | 13,279 | $371,281 | No longer tracked |
| CRWD | March 31, 2025 | 1,015 | $347,292 | -43.1% |
| AACT | June 30, 2025 | 30,543 | $340,554 | No longer tracked |
| ACGL | June 30, 2025 | 3,450 | $331,821 | 10.0% |
| VGIT | Dec. 31, 2025 | 5,197 | $311,976 | |
| SDY | June 30, 2025 | 2,267 | $307,652 | No longer tracked |
| BSX | March 31, 2026 | 3,210 | $306,073 | -17.8% |
| BBCA | Dec. 31, 2025 | 3,487 | $304,171 | No longer tracked |
| STZ | Dec. 31, 2025 | 2,250 | $303,007 | -4.7% |
| ANSS | Sept. 30, 2025 | 860 | $302,049 | No longer tracked |
| FEZ | Dec. 31, 2025 | 4,854 | $301,530 | No longer tracked |
| GOVT | June 30, 2025 | 13,031 | $299,518 | No longer tracked |
| SNOW | Sept. 30, 2025 | 1,326 | $296,719 | 41.6% |
| JEPQ | March 31, 2026 | 5,000 | $290,600 | |
| NVT | Dec. 31, 2025 | 2,846 | $280,729 | 54.5% |
| VTWO | March 31, 2025 | 3,122 | $278,888 | |
| ROOT | Sept. 30, 2025 | 2,145 | $274,496 | -37.7% |
| HE | June 30, 2025 | 25,000 | $273,750 | 11.2% |
| IUSB | June 30, 2025 | 5,811 | $267,771 | |
| AEP | March 31, 2025 | 2,853 | $263,132 | 15.9% |
| PINS | March 31, 2025 | 9,050 | $262,450 | -25.0% |
| AMTM | March 31, 2025 | 12,399 | $260,751 | 16.1% |
| EMN | Sept. 30, 2025 | 3,385 | $252,724 | 18.9% |
| FXI | June 30, 2026 | 7,000 | $251,300 | No longer tracked |
| JOBY | June 30, 2025 | 40,486 | $243,726 | -28.8% |
| TTD | Sept. 30, 2025 | 3,369 | $242,534 | -72.8% |
| RKLBXXXX | March 31, 2025 | 9,495 | $241,838 | No longer tracked |
| BIP | March 31, 2026 | 6,896 | $239,567 | 8.3% |
| ALNY | March 31, 2026 | 600 | $238,590 | -27.4% |
| CE | Sept. 30, 2025 | 4,300 | $237,919 | 10.0% |
| SLG | Dec. 31, 2025 | 3,972 | $237,565 | 28.6% |
| KR | June 30, 2026 | 3,257 | $235,677 | 2.6% |
| WSM | March 31, 2025 | 1,256 | $232,586 | 56.3% |
| ELV | Sept. 30, 2025 | 596 | $231,820 | 23.9% |
| BAM | June 30, 2026 | 5,136 | $228,295 | 17.0% |
| SW | March 31, 2025 | 4,195 | $225,943 | 6.8% |
| BBJP | Dec. 31, 2025 | 3,403 | $225,687 | No longer tracked |
| OKE | Sept. 30, 2025 | 2,739 | $223,585 | 33.3% |
| FDX | June 30, 2026 | 616 | $219,407 | 7.8% |
| ROIV | March 31, 2026 | 10,000 | $217,000 | 33.8% |
| CTAS | Dec. 31, 2025 | 1,048 | $215,112 | 8.6% |
| NVR | Sept. 30, 2025 | 29 | $214,184 | -19.9% |
| EMN | June 30, 2026 | 2,805 | $214,078 | 11.9% |
| EPI | Sept. 30, 2025 | 4,475 | $212,428 | No longer tracked |
| CE | June 30, 2026 | 3,195 | $210,135 | 0.6% |
| GIS | June 30, 2026 | 5,639 | $209,884 | 13.0% |
| VHT | June 30, 2025 | 788 | $208,607 | No longer tracked |
| SOLV | June 30, 2025 | 2,735 | $207,969 | 17.8% |
| EQR | March 31, 2026 | 3,291 | $207,465 | 7.6% |
| OKE | June 30, 2026 | 2,292 | $207,174 | 11.9% |
| EPI | March 31, 2026 | 4,475 | $207,148 | No longer tracked |
| GAM | Dec. 31, 2025 | 3,313 | $206,102 | 14.8% |
| A | March 31, 2026 | 1,508 | $205,194 | 35.5% |
| WLY | Dec. 31, 2025 | 5,060 | $204,778 | 66.1% |
| SNOW | March 31, 2025 | 1,326 | $204,748 | 118.5% |
| FSLR | March 31, 2026 | 783 | $204,543 | 11.5% |
| ELV | March 31, 2026 | 579 | $202,968 | 36.8% |
| MET | March 31, 2026 | 2,570 | $202,876 | 36.8% |
| WEX | Dec. 31, 2025 | 1,286 | $202,584 | 30.9% |
| EPI | March 31, 2025 | 4,475 | $202,583 | No longer tracked |
| WEX | June 30, 2025 | 1,286 | $201,928 | 32.7% |
| SKYY | Dec. 31, 2025 | 1,500 | $201,630 | |
| D | Dec. 31, 2025 | 3,294 | $201,494 | 17.7% |
| EW | March 31, 2025 | 2,699 | $199,807 | 27.6% |
| HYAC | March 31, 2026 | 16,763 | $190,763 | No longer tracked |
| PWR | March 31, 2025 | 600 | $189,630 | 164.7% |
| XYL | March 31, 2026 | 1,391 | $189,426 | -3.7% |
| ALISU | March 31, 2026 | 16,590 | $173,365 | 2.7% |
| ETH | June 30, 2026 | 8,550 | $169,803 | No longer tracked |
| ALF | June 30, 2026 | 15,400 | $165,704 | -0.4% |
| PNR | June 30, 2026 | 1,846 | $160,805 | -15.1% |
| ALF | June 30, 2025 | 15,400 | $157,696 | 3.0% |
| LEGT | June 30, 2026 | 14,300 | $157,157 | No longer tracked |
| HUBB | Dec. 31, 2025 | 327 | $140,711 | 7.5% |
| CTVA | Dec. 31, 2025 | 2,053 | $138,844 | 17.9% |
| TWLVU | June 30, 2026 | 13,610 | $136,236 | -0.9% |
| ANSC | June 30, 2025 | 12,689 | $135,368 | No longer tracked |
| NOC | March 31, 2025 | 286 | $134,217 | 15.1% |
| CAPN | June 30, 2025 | 13,000 | $132,600 | 7.6% |
| NETD | Dec. 31, 2025 | 11,596 | $129,991 | No longer tracked |
| WLAC | June 30, 2025 | 12,800 | $128,256 | No longer tracked |
| RIOT | March 31, 2026 | 10,000 | $126,700 | 46.8% |
| DD | June 30, 2026 | 2,621 | $120,042 | 2.8% |
| HOLX | June 30, 2026 | 1,465 | $110,739 | No longer tracked |
| XOP | June 30, 2026 | 606 | $110,189 | No longer tracked |
| ETHM | Sept. 30, 2025 | 10,270 | $104,754 | No longer tracked |
| CGCT | March 31, 2026 | 10,100 | $103,979 | No longer tracked |
| WBA | Sept. 30, 2025 | 8,438 | $96,868 | No longer tracked |
| BRBS | March 31, 2026 | 20,000 | $85,400 | No longer tracked |
| GSAT | March 31, 2025 | 40,000 | $82,800 | 296.5% |
| DOW | June 30, 2025 | 2,071 | $72,319 | 20.6% |
| SOUN | June 30, 2026 | 10,000 | $68,700 | 6.1% |
| ADSK | Dec. 31, 2025 | 153 | $48,604 | -14.6% |
| BLND | March 31, 2025 | 11,190 | $47,110 | -55.4% |
| AUR | June 30, 2026 | 10,000 | $41,200 | -8.9% |
| BALL | Sept. 30, 2025 | 700 | $39,263 | 24.8% |
| SCHM | March 31, 2025 | 1,230 | $34,083 | No longer tracked |
| T | March 31, 2026 | 970 | $24,095 | -12.6% |
| AES | June 30, 2025 | 1,735 | $21,549 | 40.2% |
| BAX | Sept. 30, 2025 | 349 | $10,568 | 16.6% |
| IOT | March 31, 2026 | 215 | $7,622 | 26.8% |
| D | June 30, 2025 | 50 | $2,803 | 22.0% |
| LH | Dec. 31, 2025 | 7 | $2,009 | 31.2% |
| CAPNR | March 31, 2025 | 13,000 | $1,560 |