Guardian Wealth Management, Inc.
CIK 1910205 · View on SEC EDGAR ↗
- Portfolio value
- $203.5M
- Positions
- 66
- As of
- June 30, 2026
#6,406 of 9,443 by 13F value · top 67.8%
Portfolio value QoQ: +11.1% 13F does not disclose cash
- Top 10 holdings weight
- 38.13%
- Top 25 holdings weight
- 72.81%
- Positions above 1%
- 36
- Effective number of positions
- 38.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.71% Est. buys $18,767,783 · sells $23,208,212
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 26.1% still held
- New positions
- 6
- Increased
- 42
- Decreased
- 17
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- 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.
Performance vs S&P 500
Annualized: +22.0% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 90.6% · Options excluded: 0.0%
Sector breakdown
Industrials
17.2%
Healthcare
14.5%
Financial Services
13.2%
Energy
7.7%
Technology
6.2%
Retail
6.1%
Communications
5.7%
Consumer Discretionary
4.8%
Consumer products
3.2%
Diversified Consumer Services
3.0%
Real Estate
2.8%
Financials
2.6%
Communication Services
2.1%
Consumer Staples
1.1%
Packaging
1.1%
Other/Unmapped
8.7%
Full portfolio 66 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ANET Arista Networks, Inc. Common Stock | $11,577,832 | 5.69% | 68,153 | $3,220,811 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $9,384,139 | 4.61% | 7,823 | $2,464,386 | Up ×4 | ||
| STRL Sterling Infrastructure, Inc. - Common Stock | $8,433,889 | 4.14% | 10,048 | $-5,133,904 | Down ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $7,804,573 | 3.83% | 3,923 | $2,759,002 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $7,307,856 | 3.59% | 29,040 | $1,130,768 | Up ×1 | ||
| NNI Nelnet, Inc. Common Stock | $7,124,303 | 3.50% | 53,433 | $501,310 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $7,008,678 | 3.44% | 6,581 | $2,394,507 | Up ×1 | ||
| AZO AutoZone, Inc. Common Stock | $6,909,622 | 3.40% | 2,162 | $-207,360 | Up ×2 | ||
| UTI Universal Technical Institute Inc Common Stock | $6,053,837 | 2.97% | 141,544 | $887,024 | Down ×1 | ||
| VNOM Viper Energy, Inc. - Class A Common Stock | $6,002,467 | 2.95% | 141,567 | $-537,735 | Up ×2 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $5,784,780 | 2.84% | 48,895 | $482,775 | Up ×2 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $5,472,664 | 2.69% | 64,704 | $2,938,018 | Up ×1 | ||
| OXY Occidental Petroleum Corporation Common Stock | $5,230,752 | 2.57% | 107,695 | $-1,751,698 | Up ×2 | ||
| POOL Pool Corporation - Common Stock | $5,214,978 | 2.56% | 24,267 | Up ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $5,180,501 | 2.55% | 65,551 | $791,029 | Up ×6 | ||
| CASH Pathward Financial, Inc. - Common Stock | $4,989,014 | 2.45% | 57,305 | $42,455 | Up ×3 | ||
| SSNC SS&C Technologies Holdings, Inc. - Common Stock | $4,895,224 | 2.41% | 78,891 | $-202,524 | Up ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,850,148 | 2.38% | 58,682 | $679,212 | Up ×6 | ||
| LKQ LKQ Corporation - Common Stock | $4,654,410 | 2.29% | 176,772 | $-341,684 | Up ×2 | ||
| ZTS Zoetis Inc. Class A Common Stock | $4,607,951 | 2.26% | 64,124 | Up ×1 | |||
| AYI Acuity Inc. Common Stock | $4,262,593 | 2.09% | 11,316 | $1,223,906 | Up ×6 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $4,125,202 | 2.03% | 54,508 | $-1,681,345 | Down ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $4,061,979 | 2.00% | 95,374 | $313,041 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $3,711,503 | 1.82% | 14,613 | $242,497 | Up ×2 | ||
| COP ConocoPhillips Common Stock | $3,534,058 | 1.74% | 33,994 | $-783,268 | Up ×2 | ||
| WM Waste Management, Inc. Common Stock | $3,483,074 | 1.71% | 15,627 | $-20,554 | Up ×2 | ||
| RPC Ridgepost Capital, Inc. Class A Common Stock | $2,995,993 | 1.47% | 380,685 | $317,329 | Up ×2 | ||
| NPK National Presto Industries, Inc. Common Stock | $2,870,887 | 1.41% | 22,968 | $-517,381 | Down ×3 | ||
| KKR KKR & Co. Inc. Common Stock | $2,631,070 | 1.29% | 28,667 | $-104,249 | Down ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,525,875 | 1.24% | 17,225 | $117,724 | Up ×2 | ||
| ABT Abbott Laboratories Common Stock | $2,367,966 | 1.16% | 26,096 | $-244,114 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $2,356,342 | 1.16% | 4,587 | $134,675 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,327,820 | 1.14% | 17,192 | $-249,065 | Up ×2 | ||
| AMCR Amcor plc Ordinary Shares | $2,248,113 | 1.10% | 51,859 | $261,251 | Up ×1 | ||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $2,185,306 | 1.07% | 24,054 | $-640,548 | Down ×1 | ||
| STAG Stag Industrial, Inc. Common Stock | $2,144,378 | 1.05% | 56,342 | $203,880 | Up ×2 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $1,950,286 | 0.96% | 17,767 | $307,149 | Up ×2 | ||
| FRPH FRP Holdings, Inc. - Common Stock | $1,948,045 | 0.96% | 77,953 | $-89,639 | Down ×1 | ||
| GPN Global Payments Inc. Common Stock | $1,871,086 | 0.92% | 25,786 | $195,981 | Up ×2 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $1,813,989 | 0.89% | 30,172 | $200,690 | Up ×2 | ||
| LH Labcorp Holdings Inc. Common Stock | $1,806,353 | 0.89% | 6,451 | $117,998 | Up ×2 | ||
| MMM 3M Company Common Stock | $1,792,275 | 0.88% | 11,069 | $245,053 | Up ×2 | ||
| PINE Alpine Income Property Trust, Inc. Common Stock | $1,648,607 | 0.81% | 79,412 | $319,005 | Up ×6 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1,530,337 | 0.75% | 57,402 | $-176,247 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,404,417 | 0.69% | 4,853 | $151,594 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,301,869 | 0.64% | 13,525 | $39,878 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,273,252 | 0.63% | 2,499 | $-278,814 | Down ×6 | ||
| SCHD | $1,217,054 | 0.60% | 38,380 | $46,757 | Up ×1 | ||
| SIRI SiriusXM Holdings Inc. - Common Stock | $1,133,669 | 0.56% | 38,377 | $288,166 | Up ×2 | ||
| SCHB | $1,070,180 | 0.53% | 36,953 | $-38,581 | Down ×6 | ||
| PSX Phillips 66 Common Stock | $647,162 | 0.32% | 3,828 | $-47,195 | Up ×1 | ||
| VBR | $619,095 | 0.30% | 2,547 | $75,428 | Up ×1 | ||
| EXP Eagle Materials Inc Common Stock | $570,594 | 0.28% | 2,535 | $-95,438 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $551,076 | 0.27% | 2,754 | $61,532 | Down ×2 | ||
| VTV | $375,711 | 0.18% | 1,724 | $38,171 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $317,158 | 0.16% | 897 | $63,402 | Up ×1 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $292,174 | 0.14% | 1,230 | $6,802 | |||
| VOOV | $286,661 | 0.14% | 1,307 | $29,402 | Up ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $263,951 | 0.13% | 1,392 | $-51,995 | Down ×2 | ||
| BR Broadridge Financial Solutions, Inc. Common Stock | $254,025 | 0.12% | 1,854 | $-92,885 | Down ×6 | ||
| KLAC KLA Corporation - Common Stock | $232,403 | 0.11% | 770 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $232,099 | 0.11% | 486 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $220,217 | 0.11% | 672 | ||||
| MSFT Microsoft Corporation - Common Stock | $211,408 | 0.10% | 566 | $-45,136 | Down ×3 | ||
| DE Deere & Company Common Stock | $201,798 | 0.10% | 318 | ||||
| BSM Black Stone Minerals, L.P. Common units representing limited partner interests | $164,541 | 0.08% | 11,778 | $-23,060 | Down ×1 | ||
| 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.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| STRL | Trimmed | -23K | -$5.1M |
| ANET | Bought more | +88 | +$3.2M |
| SFM | Bought more | +32K | +$2.9M |
| ASML | Bought more | +103 | +$2.8M |
| LLY | Bought more | +300 | +$2.5M |
| CAT | Bought more | +69 | +$2.4M |
| OXY | Bought more | +273 | -$1.8M |
| VBIL | Trimmed | -22K | -$1.7M |
| AYI | Bought more | +473 | +$1.2M |
| ABBV | Bought more | +639 | +$1.1M |
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 |
|---|---|---|---|---|
| VRSN | June 30, 2025 | 19,732 | $5,009,363 | -4.0% |
| STR | Sept. 30, 2025 | 271,475 | $4,989,724 | No longer tracked |
| CHKP | June 30, 2025 | 19,904 | $4,536,520 | -41.4% |
| XLE | March 31, 2026 | 88,579 | $3,960,367 | No longer tracked |
| TXN | Sept. 30, 2025 | 12,007 | $2,492,849 | 44.3% |
| OMC | March 31, 2026 | 28,107 | $2,269,661 | 14.6% |
| BERY | June 30, 2025 | 31,213 | $2,179,034 | No longer tracked |
| ULXXXX | Dec. 31, 2025 | 30,089 | $1,783,711 | No longer tracked |
| RVTY | Sept. 30, 2025 | 11,327 | $1,095,568 | 40.1% |
| NWN | March 31, 2026 | 16,967 | $793,072 | -4.9% |
| PLTR | June 30, 2026 | 2,351 | $343,904 | 48.3% |
| WFC | June 30, 2025 | 3,858 | $276,982 | 5.6% |
| VOO | March 31, 2026 | 394 | $247,089 | No longer tracked |
| AEP | June 30, 2025 | 2,032 | $222,103 | 19.0% |
| JPM | March 31, 2026 | 670 | $215,966 | 20.8% |
| DE | March 31, 2026 | 454 | $211,369 | 10.7% |
| KLAC | March 31, 2026 | 171 | $208,962 | -87.4% |
| EMN | June 30, 2025 | 2,118 | $186,664 | -0.1% |
| BRKB | June 30, 2025 | 345 | $183,740 | No longer tracked |
| JPM | June 30, 2025 | 668 | $163,906 | 22.6% |
| ADI | June 30, 2025 | 773 | $155,998 | 58.1% |
| MAGN | June 30, 2025 | 8,476 | $153,924 | 2.1% |
| GPC | June 30, 2025 | 1,191 | $141,931 | 10.4% |
| BIV | June 30, 2025 | 1,851 | $141,798 | No longer tracked |
| KLAC | June 30, 2025 | 196 | $133,384 | -79.3% |
| XOM | June 30, 2025 | 1,095 | $130,329 | 54.4% |
| BSV | June 30, 2025 | 1,608 | $125,895 | No longer tracked |
| DGRW | June 30, 2025 | 1,576 | $125,861 | |
| SENEA | June 30, 2025 | 1,411 | $125,635 | 91.6% |
| CSCO | June 30, 2025 | 1,942 | $119,883 | 60.0% |
| BTI | June 30, 2025 | 2,732 | $113,058 | 19.8% |
| ESQ | June 30, 2025 | 1,490 | $112,317 | 21.1% |
| BLV | June 30, 2025 | 1,489 | $104,919 | No longer tracked |
| BUR | June 30, 2025 | 7,673 | $101,360 | -69.7% |
| APD | June 30, 2025 | 341 | $100,640 | 7.7% |
| RLI | June 30, 2025 | 1,186 | $95,271 | -9.2% |
| VOOG | June 30, 2025 | 278 | $93,195 | No longer tracked |
| XLK | June 30, 2025 | 446 | $92,097 | No longer tracked |
| SITE | June 30, 2025 | 715 | $86,830 | -20.7% |
| KO | June 30, 2025 | 1,209 | $86,617 | 28.1% |
| GD | June 30, 2025 | 295 | $80,448 | 33.0% |
| ACWX | June 30, 2025 | 1,355 | $75,165 | |
| BTC | June 30, 2025 | 2,022 | $73,783 | No longer tracked |
| MRK | June 30, 2025 | 817 | $73,421 | 91.6% |
| VGSH | June 30, 2025 | 1,250 | $73,367 | |
| SCHA | June 30, 2025 | 3,024 | $70,874 | No longer tracked |
| UNH | June 30, 2025 | 130 | $68,418 | 24.2% |
| SPHB | June 30, 2025 | 872 | $68,300 | No longer tracked |
| ITW | June 30, 2025 | 267 | $66,219 | 14.4% |
| GBTC | June 30, 2025 | 1,013 | $66,017 | No longer tracked |
| DLTH | Sept. 30, 2025 | 30,996 | $65,092 | -2.8% |
| HD | June 30, 2025 | 157 | $57,611 | -8.5% |
| SON | June 30, 2025 | 1,210 | $57,183 | 35.5% |
| MNDO | Dec. 31, 2025 | 51,610 | $56,776 | -12.2% |
| PFE | June 30, 2025 | 2,205 | $55,885 | 15.7% |
| HBAN | June 30, 2025 | 3,703 | $55,584 | 2.4% |
| NVO | June 30, 2025 | 800 | $55,552 | -32.3% |
| AIVL | June 30, 2025 | 495 | $54,420 | No longer tracked |
| SPGI | June 30, 2025 | 100 | $50,968 | -17.8% |
| RSP | June 30, 2025 | 293 | $50,793 | No longer tracked |
| HUBB | June 30, 2025 | 146 | $48,547 | 16.4% |
| SAMG | June 30, 2025 | 2,949 | $48,253 | -37.5% |
| VONV | June 30, 2025 | 560 | $46,247 | |
| F | March 31, 2025 | 4,602 | $45,560 | 43.1% |
| BG | June 30, 2025 | 578 | $44,212 | 46.4% |
| TSLA | June 30, 2025 | 170 | $44,057 | 9.8% |
| HON | June 30, 2025 | 205 | $43,418 | 0.0% |
| VZ | June 30, 2025 | 933 | $42,321 | 14.2% |
| JCTC | June 30, 2025 | 9,066 | $41,613 | -20.1% |
| SCHX | June 30, 2025 | 1,824 | $40,283 | No longer tracked |
| BP | June 30, 2025 | 1,133 | $38,296 | 51.1% |
| RSPH | June 30, 2025 | 1,140 | $33,918 | No longer tracked |
| VOE | June 30, 2025 | 209 | $33,685 | No longer tracked |
| SCHM | June 30, 2025 | 1,283 | $33,634 | No longer tracked |
| NEE | June 30, 2025 | 473 | $33,538 | 22.4% |
| BMY | June 30, 2025 | 541 | $33,056 | 42.7% |
| VEU | June 30, 2025 | 544 | $33,017 | No longer tracked |
| PNC | June 30, 2025 | 180 | $31,700 | 30.8% |
| GIS | June 30, 2025 | 523 | $31,307 | -24.1% |
| GOOG | June 30, 2025 | 199 | $31,233 | 91.1% |
| VSS | June 30, 2025 | 270 | $31,225 | No longer tracked |
| SCHF | June 30, 2025 | 1,466 | $29,008 | No longer tracked |
| GOOGL | June 30, 2025 | 168 | $26,016 | 94.1% |
| ORCL | June 30, 2025 | 176 | $24,720 | -33.0% |
| VBK | June 30, 2025 | 95 | $23,990 | No longer tracked |
| AFL | June 30, 2025 | 215 | $23,941 | 10.9% |
| UPS | June 30, 2025 | 205 | $22,610 | 2.4% |
| VFH | June 30, 2025 | 185 | $22,190 | No longer tracked |
| SBUX | June 30, 2025 | 226 | $22,174 | 13.1% |
| T | June 30, 2025 | 743 | $21,025 | -12.3% |
| XLE | June 30, 2025 | 208 | $19,438 | No longer tracked |
| BX | June 30, 2025 | 127 | $17,776 | -4.2% |
| AMGN | June 30, 2025 | 56 | $17,548 | 56.2% |
| EIX | March 31, 2025 | 218 | $17,405 | 25.3% |
| AMZN | June 30, 2025 | 90 | $17,123 | 17.5% |
| IBM | June 30, 2025 | 68 | $17,044 | -20.8% |
| ADP | June 30, 2025 | 53 | $16,447 | -9.5% |
| GE | June 30, 2025 | 78 | $15,737 | 35.4% |
| ITGR | June 30, 2025 | 131 | $15,459 | 2.0% |
| KR | June 30, 2025 | 209 | $14,186 | -20.5% |
| SNY | June 30, 2025 | 255 | $14,142 | -5.5% |
| VONG | June 30, 2025 | 151 | $14,102 | |
| CVX | June 30, 2025 | 83 | $13,941 | 44.3% |
| USB | June 30, 2025 | 309 | $13,058 | 37.5% |
| IEFA | June 30, 2025 | 165 | $12,522 | No longer tracked |
| HNI | June 30, 2025 | 280 | $12,440 | -1.7% |
| VTV | June 30, 2025 | 71 | $12,351 | No longer tracked |
| CI | June 30, 2025 | 36 | $12,075 | -16.3% |
| PRM | June 30, 2025 | 1,187 | $11,953 | 124.2% |
| VIG | June 30, 2025 | 60 | $11,761 | No longer tracked |
| BLK | March 31, 2025 | 11 | $11,337 | 22.2% |
| BNT | June 30, 2025 | 217 | $11,323 | 0.7% |
| PSTL | June 30, 2025 | 790 | $11,281 | 55.5% |
| SO | June 30, 2025 | 117 | $10,813 | -0.8% |
| STX | June 30, 2025 | 126 | $10,704 | 495.1% |
| SIG | June 30, 2025 | 184 | $10,683 | 3.2% |
| WMB | June 30, 2025 | 177 | $10,579 | 13.8% |
| DEO | June 30, 2025 | 99 | $10,417 | -7.5% |
| EMR | June 30, 2025 | 91 | $10,031 | 17.0% |
| NOBL | June 30, 2025 | 96 | $9,841 | No longer tracked |
| ZBH | June 30, 2025 | 81 | $9,241 | 8.9% |
| MAA | June 30, 2025 | 54 | $9,049 | -10.8% |
| VTI | June 30, 2025 | 32 | $9,034 | No longer tracked |
| RTX | March 31, 2025 | 77 | $8,920 | 60.5% |
| TROW | June 30, 2025 | 96 | $8,871 | 17.9% |
| ACI | June 30, 2025 | 400 | $8,796 | -43.7% |
| TOLZ | June 30, 2025 | 165 | $8,688 | No longer tracked |
| CPT | June 30, 2025 | 71 | $8,683 | -4.0% |
| BND | June 30, 2025 | 115 | $8,447 | |
| CCI | June 30, 2025 | 77 | $8,110 | -26.0% |
| ASML | June 30, 2025 | 12 | $7,952 | 118.9% |
| RSPF | June 30, 2025 | 108 | $7,881 | No longer tracked |
| GUNR | June 30, 2025 | 196 | $7,607 | No longer tracked |
| PLYM | June 30, 2025 | 457 | $7,449 | No longer tracked |
| PPL | June 30, 2025 | 202 | $7,304 | 3.5% |
| ETN | June 30, 2025 | 26 | $7,068 | 17.9% |
| LOW | June 30, 2025 | 30 | $7,024 | -1.9% |
| MMU | June 30, 2025 | 667 | $6,871 | 2.7% |
| GEV | June 30, 2025 | 19 | $5,800 | 83.4% |
| MDT | June 30, 2025 | 61 | $5,481 | 5.7% |
| GME | June 30, 2025 | 239 | $5,334 | -25.7% |
| UGI | June 30, 2025 | 150 | $4,985 | 4.2% |
| LNT | June 30, 2025 | 77 | $4,977 | 14.5% |
| SCHC | June 30, 2025 | 121 | $4,373 | No longer tracked |
| XAR | June 30, 2025 | 27 | $4,339 | No longer tracked |
| CORP | June 30, 2025 | 44 | $4,300 | No longer tracked |
| CAG | June 30, 2025 | 157 | $4,192 | -21.5% |
| GSK | June 30, 2025 | 107 | $4,145 | 34.7% |
| HP | June 30, 2025 | 153 | $4,019 | 193.9% |
| FLRN | March 31, 2025 | 115 | $3,522 | No longer tracked |
| CEG | June 30, 2025 | 16 | $3,321 | -15.5% |
| SCHZ | June 30, 2025 | 136 | $3,151 | No longer tracked |
| EA | June 30, 2025 | 21 | $3,109 | No longer tracked |
| BCE | June 30, 2025 | 125 | $2,870 | 7.6% |
| V | June 30, 2025 | 8 | $2,842 | 3.6% |
| SCHO | June 30, 2025 | 113 | $2,773 | No longer tracked |
| HSY | June 30, 2025 | 15 | $2,631 | 13.3% |
| LW | June 30, 2025 | 48 | $2,596 | 2.9% |
| DUK | June 30, 2025 | 21 | $2,585 | 3.5% |
| EXC | June 30, 2025 | 55 | $2,564 | 3.3% |
| DD | June 30, 2025 | 33 | $2,518 | 388.3% |
| ITOT | June 30, 2025 | 19 | $2,318 | No longer tracked |
| NVRI | June 30, 2025 | 348 | $2,314 | No longer tracked |
| SCHE | June 30, 2025 | 83 | $2,311 | No longer tracked |
| NUV | March 31, 2025 | 268 | $2,302 | 2.2% |
| GEHC | June 30, 2025 | 26 | $2,101 | 0.0% |
| CTVA | June 30, 2025 | 32 | $2,076 | 7.6% |
| VTRS | June 30, 2025 | 231 | $2,013 | 79.8% |
| CCL | June 30, 2025 | 100 | $1,953 | -8.7% |
| CARR | March 31, 2025 | 25 | $1,719 | -3.9% |
| INDV | June 30, 2025 | 160 | $1,525 | 157.4% |
| SHOC | June 30, 2025 | 37 | $1,469 | 97.2% |
| LLYVKXXXX | June 30, 2025 | 21 | $1,431 | No longer tracked |
| SMMT | June 30, 2025 | 70 | $1,350 | -38.4% |
| DOW | June 30, 2025 | 36 | $1,280 | 24.0% |
| ENB | June 30, 2025 | 28 | $1,241 | 13.0% |
| CCJ | June 30, 2025 | 30 | $1,235 | 36.9% |
| OGN | June 30, 2025 | 82 | $1,227 | 41.9% |
| SLB | March 31, 2025 | 31 | $1,189 | 28.7% |
| OTIS | March 31, 2025 | 13 | $1,177 | -30.3% |
| BAH | June 30, 2025 | 10 | $1,123 | -26.3% |
| CVS | June 30, 2025 | 11 | $769 | 35.7% |
| SWKS | June 30, 2025 | 5 | $377 | -8.9% |
| ERIC | June 30, 2025 | 30 | $233 | 19.9% |
| LCUT | June 30, 2025 | 36 | $180 | 81.4% |
| C | June 30, 2025 | 0 | $35 | 54.8% |
| KOSS | June 30, 2025 | 7 | $33 | -32.5% |
| TRV | June 30, 2025 | 0 | $33 | 37.0% |
| VOD | March 31, 2025 | 1 | $8 | 69.9% |
| WAB | June 30, 2025 | 0 | $8 | 41.0% |
| CC | June 30, 2025 | 0 | $5 | 39.3% |
| SLGG | June 30, 2025 | 7 | $2 | No longer tracked |
| TXMD | June 30, 2025 | 2 | $2 | 77.6% |
| XRX | June 30, 2025 | 0 | $1 | -44.7% |