Family Legacy Financial Solutions, LLC
CIK 2076068 · View on SEC EDGAR ↗
- Portfolio value
- $164.0M
- Positions
- 65
- As of
- June 30, 2026
Portfolio value QoQ: +36.4% 13F does not disclose cash
- Top 10 holdings weight
- 73.19%
- Top 25 holdings weight
- 91.74%
- Positions above 1%
- 18
- Effective number of positions
- 12.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 11.91% Est. buys $16,924,494 · sells $185,974,038
Median holding: 2.0 quarters Tracked Q2 2025–Q2 2026 · 21.7% still held
- New positions
- 23
- Increased
- 13
- Decreased
- 20
- Closed
- 2
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
Full portfolio 65 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices, Inc. - Common Stock | $30,944,923 | 18.87% | 59,760 | $18,787,946 | |||
| SCHX | $22,356,368 | 13.63% | 759,646 | $3,612,098 | Up ×4 | ||
| SCHM | $13,420,465 | 8.18% | 363,994 | $3,491,607 | Up ×4 | ||
| STIP | $11,736,395 | 7.16% | 114,882 | $4,865,810 | Up ×4 | ||
| LLY Eli Lilly and Company Common Stock | $10,101,401 | 6.16% | 8,341 | $1,830,978 | Down ×1 | ||
| SCHA | $8,199,184 | 5.00% | 226,936 | $1,826,120 | Up ×2 | ||
| USFR | $7,637,190 | 4.66% | 151,682 | $-2,968,796 | Down ×3 | ||
| RVTY Revvity, Inc. Common Stock | $6,166,702 | 3.76% | 54,208 | $1,417,539 | |||
| SCHF | $4,791,026 | 2.92% | 172,961 | $1,099,191 | Up ×4 | ||
| QQQM Invesco NASDAQ 100 ETF | $4,686,961 | 2.86% | 15,470 | $1,820,329 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $4,554,171 | 2.78% | 23,009 | $191,665 | |||
| SYK Stryker Corporation Common Stock | $3,574,307 | 2.18% | 10,946 | $-22,439 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $3,570,776 | 2.18% | 10,430 | $1,488,418 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,035,291 | 1.85% | 15,170 | $276,034 | Down ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2,571,317 | 1.57% | 9,176 | $1,201,432 | Down ×4 | ||
| WM Waste Management, Inc. Common Stock | $1,771,886 | 1.08% | 7,950 | $-27,209 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,738,812 | 1.06% | 1,859 | $421,897 | Up ×1 | ||
| DOV Dover Corporation Common Stock | $1,653,650 | 1.01% | 7,373 | $153,840 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $1,629,494 | 0.99% | 4,368 | $104,944 | Up ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,369,265 | 0.83% | 2,431 | $-120,441 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1,290,642 | 0.79% | 3,422 | $201,967 | |||
| ZAPR | $949,716 | 0.58% | 35,650 | $-12,069 | Down ×3 | ||
| SAP SAP SE ADS | $933,567 | 0.57% | 5,762 | ||||
| VRT Vertiv Holdings, LLC Class A Common Stock | $888,453 | 0.54% | 2,654 | $618,895 | Down ×1 | ||
| CMI Cummins Inc. Common Stock | $882,642 | 0.54% | 1,238 | $114,066 | Down ×3 | ||
| CARR Carrier Global Corporation Common Stock | $787,984 | 0.48% | 10,743 | $-271,491 | Down ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $771,455 | 0.47% | 2,183 | ||||
| FTV Fortive Corporation Common Stock | $720,788 | 0.44% | 11,505 | $84,792 | |||
| VLTO Veralto Corp Common Stock | $709,766 | 0.43% | 7,669 | $-23,411 | Down ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $677,967 | 0.41% | 1,670 | $45,457 | Up ×4 | ||
| SPY SPY | $638,235 | 0.39% | 855 | $-60,599 | Down ×4 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $607,419 | 0.37% | 834 | ||||
| IVV | $593,239 | 0.36% | 792 | $71,951 | |||
| GEV GE Vernova Inc. Common Stock | $586,255 | 0.36% | 499 | ||||
| Q Qnity Electronics, Inc. Common Stock | $531,079 | 0.32% | 3,252 | Up ×1 | |||
| LIN Linde plc - Ordinary Shares | $505,204 | 0.31% | 974 | $209,141 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $492,637 | 0.30% | 1,703 | $48,748 | Down ×4 | ||
| UDEC | $462,649 | 0.28% | 11,100 | $-79,451 | Down ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $411,471 | 0.25% | 2,188 | $56,896 | Down ×4 | ||
| ABBV AbbVie Inc. Common Stock | $394,437 | 0.24% | 1,567 | $57,584 | Up ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $359,311 | 0.22% | 2,070 | $35,747 | Down ×1 | ||
| DOCS Doximity, Inc. Class A Common Stock | $357,889 | 0.22% | 17,256 | $-961,182 | Down ×1 | ||
| BRKB | $325,254 | 0.20% | 650 | $14,229 | |||
| RAL Ralliant Corporation Common Stock | $262,161 | 0.16% | 3,835 | ||||
| ZJUN | $246,555 | 0.15% | 9,000 | $3,915 | |||
| TECH Bio-Techne Corp - Common Stock | $237,989 | 0.15% | 3,360 | ||||
| ABT Abbott Laboratories Common Stock | $224,667 | 0.14% | 2,355 | ||||
| D Dominion Energy, Inc. Common Stock | $213,099 | 0.13% | 3,120 | $-710,510 | Down ×1 | ||
| ARM Arm Holdings plc - American Depositary Shares | $212,742 | 0.13% | 600 | ||||
| IWM | $176,749 | 0.11% | 588 | ||||
| AMZN Amazon.com, Inc. - Common Stock | $169,936 | 0.10% | 713 | ||||
| ED Consolidated Edison, Inc. Common Stock | $164,128 | 0.10% | 1,484 | $-110,171 | Down ×4 | ||
| PSTG Everpure, Inc. Class A common stock | $160,732 | 0.10% | 2,040 | Up ×1 | |||
| VOO | $160,702 | 0.10% | 234 | ||||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $157,304 | 0.10% | 662 | ||||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $155,914 | 0.10% | 1,232 | $-78,128 | Down ×4 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $142,810 | 0.09% | 1,596 | ||||
| XLV XLV | $135,205 | 0.08% | 852 | ||||
| XMAG Defiance Large Cap ex-Mag 7 ETF | $123,865 | 0.08% | 4,749 | ||||
| DAL Delta Air Lines, Inc. Common Stock | $122,223 | 0.07% | 1,305 | ||||
| DYNF | $121,466 | 0.07% | 1,786 | ||||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $118,287 | 0.07% | 155 | ||||
| IVW | $105,351 | 0.06% | 766 | ||||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $103,152 | 0.06% | 415 | Up ×1 | |||
| FBTC | $102,100 | 0.06% | 2,000 | ||||
| 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 |
|---|---|---|---|
| SAP | $933,567 | 5,762 | 0.57% |
| GOOG | $771,455 | 2,183 | 0.47% |
| LITE | $607,419 | 834 | 0.37% |
| GEV | $586,255 | 499 | 0.36% |
| Q | $531,079 | 3,252 | 0.32% |
| RAL | $262,161 | 3,835 | 0.16% |
| TECH | $237,989 | 3,360 | 0.15% |
| ABT | $224,667 | 2,355 | 0.14% |
| ARM | $212,742 | 600 | 0.13% |
| IWM | $176,749 | 588 | 0.11% |
| AMZN | $169,936 | 713 | 0.10% |
| PSTG | $160,732 | 2,040 | 0.10% |
| VOO | $160,702 | 234 | 0.10% |
| GRMN | $157,304 | 662 | 0.10% |
| BLDR | $142,810 | 1,596 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AMD | Price move only | +0 | +$18.8M |
| STIP | Bought more | +48K | +$4.9M |
| SCHX | Bought more | +34K | +$3.6M |
| SCHM | Bought more | +46K | +$3.5M |
| USFR | Trimmed | -59K | -$3.0M |
| LLY | Trimmed | -323 | +$1.8M |
| SCHA | Bought more | +10K | +$1.8M |
| QQQM | Bought more | +4K | +$1.8M |
| PANW | Trimmed | -3K | +$1.5M |
| RVTY | Price move only | +0 | +$1.4M |
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 |
|---|---|---|---|---|
| SWKS | June 30, 2026 | 11,792 | $631,462 | 0.2% |
| LUMN | June 30, 2026 | 834 | $586,102 | -21.7% |
| SCHH | Dec. 31, 2025 | 10,743 | $231,720 | No longer tracked |
| SCHE | Dec. 31, 2025 | 6,860 | $228,919 | No longer tracked |
| RACE | Dec. 31, 2025 | 427 | $207,189 | 17.0% |
| BLDR | Dec. 31, 2025 | 1,604 | $194,485 | -31.3% |
| GRMN | Dec. 31, 2025 | 762 | $187,674 | 44.9% |
| RAL | Sept. 30, 2025 | 3,835 | $177,905 | 46.0% |
| PEP | Dec. 31, 2025 | 1,175 | $164,994 | -0.6% |
| BSV | Dec. 31, 2025 | 1,851 | $146,077 | No longer tracked |
| VOO | Dec. 31, 2025 | 233 | $142,883 | No longer tracked |
| IWM | Dec. 31, 2025 | 588 | $142,217 | No longer tracked |
| XMAG | Dec. 31, 2025 | 6,165 | $136,551 | |
| VTI | Dec. 31, 2025 | 408 | $133,892 | No longer tracked |
| GLD | Dec. 31, 2025 | 365 | $129,747 | No longer tracked |
| RDNT | Dec. 31, 2025 | 1,600 | $121,936 | 6.8% |
| XLV | Dec. 31, 2025 | 850 | $118,304 | No longer tracked |
| DYNF | Dec. 31, 2025 | 1,786 | $105,731 | No longer tracked |
| HII | Dec. 31, 2025 | 358 | $102,995 | -10.4% |
| DVN | Dec. 31, 2025 | 2,856 | $100,124 | 34.1% |
| FBTC | Dec. 31, 2025 | 1,000 | $99,810 | No longer tracked |
| IVW | Dec. 31, 2025 | 770 | $92,932 | No longer tracked |
| BDX | Sept. 30, 2025 | 533 | $92,491 | 28.3% |
| NOC | Dec. 31, 2025 | 150 | $91,398 | -1.9% |
| DAL | Dec. 31, 2025 | 1,555 | $88,244 | 18.3% |
| VB | Dec. 31, 2025 | 336 | $85,562 | No longer tracked |
| ARM | Dec. 31, 2025 | 600 | $84,894 | 129.4% |
| MOAT | Dec. 31, 2025 | 838 | $83,072 | No longer tracked |
| ADBE | Sept. 30, 2025 | 211 | $79,504 | -22.6% |
| ORCL | Dec. 31, 2025 | 275 | $77,341 | -24.9% |
| DTD | Dec. 31, 2025 | 913 | $76,731 | No longer tracked |
| LITE | Sept. 30, 2025 | 834 | $76,141 | 465.6% |
| IOT | Dec. 31, 2025 | 2,000 | $74,500 | 7.8% |
| AI | Dec. 31, 2025 | 4,200 | $72,828 | -22.9% |
| EFV | Dec. 31, 2025 | 1,058 | $71,764 | No longer tracked |
| CVX | Dec. 31, 2025 | 457 | $70,983 | 35.5% |
| CRL | Sept. 30, 2025 | 459 | $70,728 | 85.4% |
| XLK | Dec. 31, 2025 | 233 | $65,589 | No longer tracked |
| DXCM | Dec. 31, 2025 | 971 | $65,339 | 34.8% |
| NOW | Dec. 31, 2025 | 68 | $62,579 | -15.4% |
| TLT | Dec. 31, 2025 | 635 | $56,750 | |
| IYZ | Sept. 30, 2025 | 1,891 | $56,343 | No longer tracked |
| SCHD | Dec. 31, 2025 | 2,002 | $54,650 | No longer tracked |
| BCRX | Dec. 31, 2025 | 6,926 | $52,568 | 25.8% |
| CSCO | Dec. 31, 2025 | 742 | $50,748 | 44.1% |
| TUSI | Sept. 30, 2025 | 1,997 | $50,579 | No longer tracked |
| SPYV | Dec. 31, 2025 | 898 | $49,686 | No longer tracked |
| VO | Dec. 31, 2025 | 167 | $48,979 | No longer tracked |
| OEF | Dec. 31, 2025 | 147 | $48,927 | No longer tracked |
| QUAL | Dec. 31, 2025 | 246 | $47,847 | No longer tracked |
| EFG | Dec. 31, 2025 | 411 | $46,805 | No longer tracked |
| MTB | Dec. 31, 2025 | 236 | $46,638 | 19.1% |
| THRO | Dec. 31, 2025 | 1,226 | $46,416 | No longer tracked |
| CMG | Dec. 31, 2025 | 1,174 | $46,009 | -3.0% |
| VUG | Dec. 31, 2025 | 95 | $45,563 | No longer tracked |
| KO | Dec. 31, 2025 | 647 | $42,892 | 29.7% |
| VIAV | Sept. 30, 2025 | 4,152 | $42,636 | 205.6% |
| WFC | Dec. 31, 2025 | 500 | $41,910 | -9.2% |
| COF | Dec. 31, 2025 | 196 | $41,694 | -10.2% |
| XLB | Dec. 31, 2025 | 458 | $41,080 | No longer tracked |
| VTV | Dec. 31, 2025 | 217 | $40,468 | No longer tracked |
| CAT | Dec. 31, 2025 | 82 | $39,180 | 43.8% |
| PLTR | Dec. 31, 2025 | 200 | $36,484 | -2.7% |
| GLDM | Dec. 31, 2025 | 475 | $36,314 | No longer tracked |
| MS | Dec. 31, 2025 | 213 | $33,784 | 19.2% |
| MCD | Dec. 31, 2025 | 111 | $33,732 | -12.1% |
| EXEL | Sept. 30, 2025 | 760 | $33,351 | 30.6% |
| JPM | Dec. 31, 2025 | 104 | $32,805 | 10.3% |
| EMXC | Dec. 31, 2025 | 464 | $31,325 | |
| ETHE | Dec. 31, 2025 | 875 | $29,986 | No longer tracked |
| ICLN | Dec. 31, 2025 | 1,928 | $29,841 | |
| DRLL | Dec. 31, 2025 | 1,029 | $29,590 | 45.2% |
| IEUR | Dec. 31, 2025 | 425 | $28,951 | No longer tracked |
| BBUS | Dec. 31, 2025 | 238 | $28,717 | No longer tracked |
| GOOG | Dec. 31, 2025 | 115 | $27,949 | 8.1% |
| IEFA | Dec. 31, 2025 | 319 | $27,884 | No longer tracked |
| CRWV | Dec. 31, 2025 | 200 | $27,370 | 25.8% |
| V | Dec. 31, 2025 | 78 | $26,763 | 4.9% |
| PFEB | Sept. 30, 2025 | 700 | $26,607 | No longer tracked |
| PNC | Dec. 31, 2025 | 131 | $26,322 | 16.9% |
| MA | Dec. 31, 2025 | 46 | $26,207 | 0.8% |
| HBAN | Dec. 31, 2025 | 1,487 | $25,682 | -1.1% |
| MTUM | Dec. 31, 2025 | 100 | $25,645 | No longer tracked |
| SHOP | Dec. 31, 2025 | 170 | $25,264 | -9.4% |
| DIA | Dec. 31, 2025 | 53 | $24,609 | No longer tracked |
| TTD | Dec. 31, 2025 | 500 | $24,505 | -65.2% |
| GOOGL | Dec. 31, 2025 | 101 | $24,473 | 9.3% |
| FDX | Dec. 31, 2025 | 100 | $23,581 | 14.0% |
| MP | Dec. 31, 2025 | 350 | $23,474 | 13.8% |
| SBUX | Dec. 31, 2025 | 264 | $22,351 | 23.1% |
| BAC | Dec. 31, 2025 | 430 | $22,184 | 13.5% |
| BA | Dec. 31, 2025 | 100 | $21,583 | -1.2% |
| MUB | Dec. 31, 2025 | 192 | $20,446 | No longer tracked |
| IEMG | Dec. 31, 2025 | 301 | $19,842 | No longer tracked |
| CRWD | Dec. 31, 2025 | 40 | $19,615 | -60.1% |
| BHP | Dec. 31, 2025 | 341 | $19,033 | 59.5% |
| SCHV | Dec. 31, 2025 | 653 | $19,019 | No longer tracked |
| QS | Dec. 31, 2025 | 1,400 | $17,248 | -42.5% |
| WMT | Dec. 31, 2025 | 162 | $16,696 | -7.4% |
| VBK | Dec. 31, 2025 | 55 | $16,369 | No longer tracked |
| HEFA | Dec. 31, 2025 | 412 | $16,319 | No longer tracked |
| USMV | Dec. 31, 2025 | 164 | $15,603 | No longer tracked |
| HD | Dec. 31, 2025 | 38 | $15,253 | -2.5% |
| VLUE | Dec. 31, 2025 | 120 | $15,006 | No longer tracked |
| XOM | Dec. 31, 2025 | 133 | $14,969 | 38.3% |
| IBIT | Dec. 31, 2025 | 229 | $14,885 | |
| IBM | Dec. 31, 2025 | 50 | $14,108 | -21.1% |
| PSX | Dec. 31, 2025 | 100 | $13,602 | 88.4% |
| FAX | Dec. 31, 2025 | 811 | $13,211 | No longer tracked |
| XLP | Dec. 31, 2025 | 168 | $13,159 | No longer tracked |
| VBR | Dec. 31, 2025 | 61 | $12,731 | No longer tracked |
| PATH | Dec. 31, 2025 | 950 | $12,711 | -4.0% |
| QCOM | Dec. 31, 2025 | 72 | $11,998 | -5.9% |
| ETSY | Dec. 31, 2025 | 177 | $11,751 | 45.6% |
| PGX | Dec. 31, 2025 | 1,000 | $11,600 | No longer tracked |
| COIN | Dec. 31, 2025 | 34 | $11,475 | -17.2% |
| CNX | Dec. 31, 2025 | 347 | $11,146 | -1.0% |
| PKG | Dec. 31, 2025 | 50 | $10,896 | 21.7% |
| IUSV | Dec. 31, 2025 | 107 | $10,695 | |
| QQQ | Sept. 30, 2025 | 19 | $10,501 | |
| ABT | Dec. 31, 2025 | 78 | $10,447 | -8.7% |
| COP | Dec. 31, 2025 | 100 | $9,459 | 44.7% |
| DIS | Dec. 31, 2025 | 82 | $9,363 | -5.8% |
| ITOT | Dec. 31, 2025 | 63 | $9,176 | No longer tracked |
| IPAC | Dec. 31, 2025 | 124 | $9,105 | No longer tracked |
| PPL | Dec. 31, 2025 | 245 | $9,104 | 0.2% |
| GM | Sept. 30, 2025 | 183 | $9,032 | 43.9% |
| JIRE | Dec. 31, 2025 | 119 | $8,751 | No longer tracked |
| DIVO | Sept. 30, 2025 | 200 | $8,510 | No longer tracked |
| K | Dec. 31, 2025 | 100 | $8,202 | No longer tracked |
| VXF | Dec. 31, 2025 | 39 | $8,164 | No longer tracked |
| PYPL | Dec. 31, 2025 | 118 | $7,913 | 6.6% |
| EMR | Dec. 31, 2025 | 57 | $7,477 | 17.6% |
| PFF | Sept. 30, 2025 | 242 | $7,424 | |
| VSS | Dec. 31, 2025 | 52 | $7,413 | No longer tracked |
| FYC | Sept. 30, 2025 | 92 | $7,372 | |
| JNK | Sept. 30, 2025 | 75 | $7,295 | No longer tracked |
| HIMU | Dec. 31, 2025 | 143 | $7,034 | No longer tracked |
| SCHG | Dec. 31, 2025 | 200 | $6,388 | No longer tracked |
| VNQ | Dec. 31, 2025 | 69 | $6,308 | No longer tracked |
| RGTI | Dec. 31, 2025 | 205 | $6,107 | -24.9% |
| CB | Dec. 31, 2025 | 21 | $5,927 | 10.1% |
| T | Dec. 31, 2025 | 205 | $5,781 | 2.1% |
| CAVA | Sept. 30, 2025 | 65 | $5,474 | 20.2% |
| VEA | Dec. 31, 2025 | 91 | $5,453 | No longer tracked |
| BBCA | Dec. 31, 2025 | 62 | $5,408 | No longer tracked |
| EFA | Sept. 30, 2025 | 60 | $5,363 | No longer tracked |
| HLX | Dec. 31, 2025 | 781 | $5,123 | 67.1% |
| ARGT | Sept. 30, 2025 | 60 | $5,083 | No longer tracked |
| GIS | Dec. 31, 2025 | 100 | $5,042 | -15.4% |
| BBIN | Dec. 31, 2025 | 71 | $4,979 | No longer tracked |
| MDLZ | Dec. 31, 2025 | 79 | $4,956 | 19.1% |
| SDY | Dec. 31, 2025 | 35 | $4,902 | No longer tracked |
| SE | Sept. 30, 2025 | 30 | $4,798 | -34.7% |
| PG | Dec. 31, 2025 | 31 | $4,742 | 0.0% |
| STN | Dec. 31, 2025 | 42 | $4,528 | -21.0% |
| BE | Dec. 31, 2025 | 52 | $4,398 | 137.2% |
| VNQI | Dec. 31, 2025 | 92 | $4,392 | |
| GEV | Sept. 30, 2025 | 8 | $4,233 | 57.8% |
| NSC | Dec. 31, 2025 | 14 | $4,206 | 20.5% |
| PRU | Dec. 31, 2025 | 40 | $4,150 | 8.4% |
| SOUN | Dec. 31, 2025 | 250 | $4,020 | -28.5% |
| U | Dec. 31, 2025 | 100 | $4,004 | 4.4% |
| NUE | Dec. 31, 2025 | 29 | $3,927 | 52.9% |
| KVUE | Dec. 31, 2025 | 240 | $3,895 | 9.8% |
| OKTA | Dec. 31, 2025 | 41 | $3,760 | 53.5% |
| IONQ | Dec. 31, 2025 | 60 | $3,690 | -5.3% |
| PPG | Dec. 31, 2025 | 35 | $3,646 | 10.9% |
| SMH | Sept. 30, 2025 | 13 | $3,640 | 72.1% |
| VTWO | Dec. 31, 2025 | 37 | $3,619 | |
| PFE | Dec. 31, 2025 | 141 | $3,593 | 12.7% |
| CALM | Dec. 31, 2025 | 38 | $3,578 | 4.4% |
| ETH | Dec. 31, 2025 | 87 | $3,409 | No longer tracked |
| TEL | Dec. 31, 2025 | 15 | $3,293 | -10.9% |
| DD | Dec. 31, 2025 | 42 | $3,272 | 248.6% |
| VWO | Dec. 31, 2025 | 58 | $3,142 | No longer tracked |
| KMI | Dec. 31, 2025 | 109 | $3,086 | 14.8% |
| SCHW | Dec. 31, 2025 | 32 | $3,055 | 11.3% |
| LOW | Dec. 31, 2025 | 12 | $3,016 | -9.8% |
| RIVN | Dec. 31, 2025 | 200 | $2,936 | -17.1% |
| CTVA | Dec. 31, 2025 | 42 | $2,840 | 19.6% |
| MDY | Sept. 30, 2025 | 5 | $2,839 | No longer tracked |
| SYY | Dec. 31, 2025 | 34 | $2,784 | 14.1% |
| USB | Dec. 31, 2025 | 57 | $2,774 | 16.6% |
| CL | Dec. 31, 2025 | 35 | $2,760 | 14.2% |
| KHC | Dec. 31, 2025 | 100 | $2,604 | 5.1% |
| WING | Dec. 31, 2025 | 10 | $2,537 | -52.1% |
| OXY | Sept. 30, 2025 | 60 | $2,520 | 30.0% |
| KMB | Dec. 31, 2025 | 20 | $2,519 | 7.5% |
| BOTZ | Sept. 30, 2025 | 75 | $2,455 | |
| EXE | Dec. 31, 2025 | 22 | $2,354 | -13.7% |
| HON | Dec. 31, 2025 | 11 | $2,316 | 12.6% |
| DE | Dec. 31, 2025 | 5 | $2,286 | 34.0% |
| JEPI | Sept. 30, 2025 | 39 | $2,251 | No longer tracked |
| GRNY | Dec. 31, 2025 | 89 | $2,224 | No longer tracked |
| MRK | Dec. 31, 2025 | 24 | $2,014 | 44.1% |
| SGMO | Sept. 30, 2025 | 3,802 | $1,960 | No longer tracked |
| LW | Dec. 31, 2025 | 33 | $1,917 | 27.4% |
| QBTS | Dec. 31, 2025 | 75 | $1,853 | No longer tracked |
| BMY | Dec. 31, 2025 | 41 | $1,849 | 22.5% |
| XYZ | Dec. 31, 2025 | 25 | $1,807 | 23.0% |
| WPC | Dec. 31, 2025 | 26 | $1,757 | 11.4% |
| STZ | Dec. 31, 2025 | 12 | $1,677 | -2.6% |
| BBAI | Dec. 31, 2025 | 250 | $1,630 | -40.8% |
| AFG | Dec. 31, 2025 | 11 | $1,625 | 5.0% |
| BBHY | Dec. 31, 2025 | 32 | $1,504 | No longer tracked |
| EOG | Dec. 31, 2025 | 13 | $1,458 | 45.5% |
| TLH | Dec. 31, 2025 | 14 | $1,442 | No longer tracked |
| FNDX | Sept. 30, 2025 | 56 | $1,391 | No longer tracked |
| DOCU | Dec. 31, 2025 | 19 | $1,370 | -10.9% |
| DKNG | Dec. 31, 2025 | 35 | $1,309 | -27.5% |
| SAP | March 31, 2026 | 5,762 | $1,304 | 25.9% |
| CRNC | Dec. 31, 2025 | 100 | $1,246 | -25.1% |
| PWP | Sept. 30, 2025 | 64 | $1,242 | -22.5% |
| EFAV | Dec. 31, 2025 | 12 | $1,018 | No longer tracked |
| ASC | Sept. 30, 2025 | 100 | $960 | 57.1% |
| WBD | Dec. 31, 2025 | 48 | $937 | -1.4% |
| USIG | Dec. 31, 2025 | 17 | $888 | |
| KURA | Dec. 31, 2025 | 100 | $885 | 13.5% |
| GBTC | Sept. 30, 2025 | 10 | $848 | No longer tracked |
| TIP | March 31, 2026 | 7,129 | $784 | No longer tracked |
| FELG | Dec. 31, 2025 | 17 | $702 | No longer tracked |
| GENI | Dec. 31, 2025 | 50 | $619 | -28.9% |
| SCHB | Dec. 31, 2025 | 22 | $571 | No longer tracked |
| MKTX | Dec. 31, 2025 | 3 | $559 | -10.6% |
| HUBS | Dec. 31, 2025 | 1 | $468 | -41.8% |
| DKS | Dec. 31, 2025 | 2 | $465 | -9.7% |
| AEP | Dec. 31, 2025 | 4 | $450 | 7.1% |
| PTEN | Dec. 31, 2025 | 71 | $370 | 102.3% |
| JNJ | March 31, 2026 | 1,620 | $335 | 9.3% |
| F | March 31, 2026 | 25,375 | $333 | 24.4% |
| KD | Dec. 31, 2025 | 10 | $300 | -53.3% |
| LMT | March 31, 2026 | 564 | $273 | -5.9% |
| AMZN | March 31, 2026 | 1,137 | $262 | 23.8% |
| CVS | Dec. 31, 2025 | 3 | $259 | 17.9% |
| HOLX | March 31, 2026 | 3,277 | $246 | No longer tracked |
| UHS | March 31, 2026 | 1,217 | $243 | -2.5% |
| CRM | March 31, 2026 | 908 | $240 | 10.1% |
| TECH | March 31, 2026 | 3,360 | $233 | 38.3% |
| OPEN | Dec. 31, 2025 | 25 | $199 | -40.4% |
| VXX | Dec. 31, 2025 | 6 | $199 | No longer tracked |
| STK | Dec. 31, 2025 | 5 | $189 | 40.5% |
| ENPH | Dec. 31, 2025 | 5 | $177 | 22.1% |
| VTRS | Dec. 31, 2025 | 12 | $119 | 29.0% |
| BTC | Sept. 30, 2025 | 2 | $95 | No longer tracked |
| WOLF | Dec. 31, 2025 | 2 | $57 | 57.5% |
| LOVE | Sept. 30, 2025 | 3 | $54 | -3.2% |
| LCID | Dec. 31, 2025 | 2 | $48 | -47.1% |
| LCIDXXXX | Sept. 30, 2025 | 23 | $48 | No longer tracked |
| OXYWS | Dec. 31, 2025 | 1 | $26 | No longer tracked |
| LUV | Sept. 30, 2025 | 0 | $23 | 26.5% |
| ACB | Sept. 30, 2025 | 3 | $12 | -35.2% |