HARRIS ASSOCIATES L P
CIK 813917 · View on SEC EDGAR ↗
- Portfolio value
- $9.1B
- Positions
- 162
- As of
- June 30, 2026
Portfolio value QoQ: +15.9% 13F does not disclose cash
- Top 10 holdings weight
- 54.94%
- Top 25 holdings weight
- 75.24%
- Positions above 1%
- 19
- Effective number of positions
- 26.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 11.71% Est. buys $1,111,474,433 · sells $987,826,223
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 64.8% still held
- New positions
- 13
- Increased
- 41
- Decreased
- 93
- Closed
- 7
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: +7.5% · S&P 500: +28.7%
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: 97.4% · Options excluded: 1.1%
Sector breakdown
Full portfolio 162 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ICLR ICON plc - Ordinary Shares | $776,161,642 | 8.57% | 4,468,146 | $294,644,903 | Up ×4 | ||
| CNC Centene Corporation Common Stock | $714,090,642 | 7.89% | 11,124,640 | $252,635,697 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $684,508,329 | 7.56% | 1,937,306 | $430,016,464 | Up ×1 | ||
| LAD Lithia Motors, Inc. Common Stock | $556,383,921 | 6.15% | 1,915,329 | $67,772,529 | Down ×5 | ||
| CRL Charles River Laboratories International, Inc. Common Stock | $508,269,048 | 5.61% | 2,241,144 | $136,825,488 | Up ×4 | ||
| PAYC Paycom Software, Inc. Common Stock | $426,991,013 | 4.72% | 3,397,446 | $31,041,161 | Up ×3 | ||
| IT Gartner, Inc. Common Stock | $369,002,086 | 4.08% | 2,846,799 | $-127,516,369 | Down ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $355,771,231 | 3.93% | 2,350,963 | $6,400,039 | Up ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $319,307,802 | 3.53% | 5,520,536 | $-5,289,322 | Down ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $263,812,800 | 2.91% | 2,120,000 | Call option | Up ×1 | ||
| V Visa Inc. | $244,163,086 | 2.70% | 711,659 | $27,378,424 | Down ×6 | ||
| MOH Molina Healthcare Inc Common Stock | $218,980,250 | 2.42% | 957,500 | $88,593,255 | Down ×3 | ||
| DE Deere & Company Common Stock | $198,566,857 | 2.19% | 313,034 | $-93,498,560 | Down ×1 | ||
| OC Owens Corning Inc Common Stock New | $174,143,382 | 1.92% | 1,095,517 | $75,079,552 | Up ×3 | ||
| BC Brunswick Corporation Common Stock | $161,184,479 | 1.78% | 1,913,396 | $-1,309,047 | Down ×4 | ||
| ABM ABM Industries Incorporated Common Stock | $128,840,462 | 1.42% | 2,912,307 | $17,820,275 | Up ×2 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $128,053,152 | 1.41% | 4,803,194 | $108,290,163 | Up ×1 | ||
| MTN Vail Resorts, Inc. Common Stock | $104,071,018 | 1.15% | 764,385 | $8,401,015 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $95,386,317 | 1.05% | 650,879 | $-13,552,316 | Down ×6 | ||
| NVST Envista Holdings Corporation Common Stock | $72,641,179 | 0.80% | 2,756,781 | $-10,113,123 | Down ×6 | ||
| THO Thor Industries, Inc. Common Stock | $69,443,330 | 0.77% | 923,940 | $-7,456,986 | Down ×6 | ||
| AXP American Express Company Common Stock | $68,817,897 | 0.76% | 203,453 | $7,200,978 | Down ×6 | ||
| HCA HCA Healthcare, Inc. Common Stock | $60,080,879 | 0.66% | 154,097 | $-14,758,714 | Down ×6 | ||
| MPC Marathon Petroleum Corporation Common Stock | $58,551,242 | 0.65% | 229,011 | $47,096,026 | Up ×1 | ||
| COO The Cooper Companies, Inc. - Common Stock | $54,967,149 | 0.61% | 766,520 | Up ×1 | |||
| DAL Delta Air Lines, Inc. Common Stock | $53,171,719 | 0.59% | 567,710 | $9,054,926 | Down ×3 | ||
| TRGP Targa Resources, Inc. Common Stock | $52,716,324 | 0.58% | 196,600 | $-6,430,883 | Down ×2 | ||
| C Citigroup, Inc. Common Stock | $52,567,296 | 0.58% | 375,588 | $1,681,590 | Down ×4 | ||
| KDP Keurig Dr Pepper Inc. - Common Stock | $52,531,519 | 0.58% | 1,604,996 | $5,587,867 | Down ×2 | ||
| MA Mastercard Incorporated Common Stock | $51,870,163 | 0.57% | 100,993 | $-7,397,117 | Down ×6 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $49,270,618 | 0.54% | 344,309 | $-1,192,007 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $47,315,885 | 0.52% | 368,217 | $-3,905,642 | Down ×2 | ||
| CTVA Corteva, Inc. Common Stock | $46,768,867 | 0.52% | 552,236 | $-5,544,526 | Down ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $46,662,068 | 0.52% | 120,658 | $6,187,038 | Down ×1 | ||
| WEN Wendy's Company (The) - Common Stock | $46,317,366 | 0.51% | 5,587,137 | $5,105,249 | Down ×4 | ||
| ALSN Allison Transmission Holdings, Inc. Common Stock | $45,407,388 | 0.50% | 402,762 | $-16,869,351 | Down ×4 | ||
| COF Capital One Financial Corporation Common Stock | $45,158,760 | 0.50% | 225,096 | $5,772,853 | Up ×1 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $43,610,582 | 0.48% | 1,611,030 | $2,467,557 | Up ×1 | ||
| BLK BlackRock, Inc. Common Stock | $42,861,537 | 0.47% | 44,575 | $-9,604,552 | Down ×1 | ||
| CRM Salesforce, Inc. Common Stock | $40,949,671 | 0.45% | 261,392 | $-9,244,399 | Down ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $39,747,609 | 0.44% | 430,775 | $-4,383,050 | Down ×3 | ||
| WTW Willis Towers Watson Public Limited Company - Ordinary Shares | $39,128,396 | 0.43% | 149,705 | $-9,594,378 | Down ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $38,635,981 | 0.43% | 313,833 | $-12,815,497 | Down ×2 | ||
| COP ConocoPhillips Common Stock | $38,191,681 | 0.42% | 367,369 | $-30,338,627 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $37,994,415 | 0.42% | 131,305 | $4,610,625 | Down ×2 | ||
| STT State Street Corporation Common Stock | $37,899,834 | 0.42% | 223,466 | $-405,575 | Down ×3 | ||
| AIG American International Group, Inc. New Common Stock | $37,812,125 | 0.42% | 507,341 | $-4,850,185 | Down ×2 | ||
| FISV Fiserv, Inc. - Common Stock | $37,707,874 | 0.42% | 768,764 | $-3,487,257 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $37,209,600 | 0.41% | 136,800 | $525,456 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $36,579,394 | 0.40% | 641,969 | $1,149,405 | Down ×3 | ||
| FCNCA First Citizens BancShares, Inc. - Class A Common Stock | $36,540,753 | 0.40% | 17,561 | $-1,531,264 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $34,827,851 | 0.38% | 97,456 | $-3,836,316 | Down ×4 | ||
| CVS CVS Health Corporation Common Stock | $34,740,269 | 0.38% | 335,817 | $-747,860 | Down ×3 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $34,583,300 | 0.38% | 401,711 | $-5,464,713 | Down ×1 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $33,507,826 | 0.37% | 173,418 | $300,618 | Down ×2 | ||
| CIGI Colliers International Group Inc. - Subordinate Voting Shares | $33,205,190 | 0.37% | 354,200 | $-297,784 | Up ×2 | ||
| GPN Global Payments Inc. Common Stock | $32,956,462 | 0.36% | 454,196 | $5,794,451 | Up ×6 | ||
| EOG EOG Resources, Inc. Common Stock | $31,759,087 | 0.35% | 244,809 | $20,299,457 | Up ×1 | ||
| ZGN Ermenegildo Zegna N.V. Ordinary Shares | $31,712,814 | 0.35% | 2,435,700 | $1,371,858 | Down ×3 | ||
| KKR KKR & Co. Inc. Common Stock | $31,569,934 | 0.35% | 343,974 | $-2,637,954 | Down ×6 | ||
| AER AerCap Holdings N.V. Ordinary Shares | $30,322,240 | 0.33% | 208,000 | $12,626,020 | Up ×1 | ||
| GM General Motors Company Common Stock | $29,180,330 | 0.32% | 378,572 | $-3,858,334 | Down ×5 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $28,187,908 | 0.31% | 85,299 | $-896,128 | Down ×6 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $27,527,469 | 0.30% | 27,218 | $3,295,777 | Down ×6 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $27,027,070 | 0.30% | 422,232 | $-5,703,772 | Down ×2 | ||
| EFX Equifax, Inc. Common Stock | $25,952,466 | 0.29% | 163,511 | $-5,741,835 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $25,593,648 | 0.28% | 68,612 | $23,092,409 | Up ×1 | ||
| ALV Autoliv, Inc. Common Stock | $24,917,303 | 0.28% | 214,490 | $407,136 | Down ×6 | ||
| CWK Cushman & Wakefield Ltd. Common Shares | $24,884,779 | 0.27% | 1,858,460 | $1,786,240 | Down ×2 | ||
| WFC Wells Fargo & Company Common Stock | $24,870,095 | 0.27% | 300,945 | $-2,495,444 | Down ×6 | ||
| AMRZ Amrize Ltd Ordinary Shares | $23,745,150 | 0.26% | 445,500 | $-203,400 | Up ×2 | ||
| WDAY Workday, Inc. - Class A Common Stock | $23,598,169 | 0.26% | 192,764 | $22,082,392 | Up ×2 | ||
| ALLY Ally Financial Inc. Common Stock | $23,452,099 | 0.26% | 510,383 | $-708,991 | Down ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $21,603,853 | 0.24% | 90,643 | $9,306,967 | Up ×2 | ||
| CCK Crown Holdings, Inc. | $21,342,524 | 0.24% | 190,865 | $2,134,123 | Down ×2 | ||
| NKE Nike, Inc. Common Stock | $20,498,523 | 0.23% | 499,355 | $-6,912,680 | Down ×2 | ||
| ADBE Adobe Inc. - Common Stock | $19,251,378 | 0.21% | 93,900 | $6,125,058 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $18,928,140 | 0.21% | 265,100 | $2,976,855 | Up ×4 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $17,023,392 | 0.19% | 136,800 | $3,936,252 | Up ×1 | ||
| STZ Constellation Brands, Inc. Common Stock | $17,010,707 | 0.19% | 122,300 | $-2,804,293 | Down ×2 | ||
| OPLN OPENLANE, Inc. Common Stock | $15,927,837 | 0.18% | 386,223 | $-721,390 | Down ×6 | ||
| RGA Reinsurance Group of America, Incorporated Common Stock | $15,592,561 | 0.17% | 73,325 | $-1,786,559 | Down ×3 | ||
| CRBG Corebridge Financial Inc. Common Stock | $14,667,149 | 0.16% | 512,300 | $883,227 | Down ×1 | ||
| MRSH Marsh Common Stock | $13,883,611 | 0.15% | 83,300 | $7,611 | Up ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $13,788,718 | 0.15% | 46,260 | $4,565,127 | Down ×4 | ||
| SYY Sysco Corporation Common Stock | $13,732,194 | 0.15% | 164,300 | $7,198,366 | Up ×1 | ||
| BWA BorgWarner Inc. Common Stock | $12,864,535 | 0.14% | 193,743 | $814,854 | Down ×4 | ||
| BRKB | $12,636,349 | 0.14% | 25,253 | $445,980 | Down ×6 | ||
| CDW CDW Corporation - Common Stock | $12,488,832 | 0.14% | 88,800 | $-9,718,338 | Down ×1 | ||
| FBIN Fortune Brands Innovations, Inc. Common Stock | $12,189,337 | 0.13% | 222,028 | $2,928,974 | Down ×3 | ||
| ROP Roper Technologies, Inc. - Common Stock | $12,114,362 | 0.13% | 35,800 | $-1,509,248 | Down ×1 | ||
| CG The Carlyle Group Inc. - Common Stock | $11,857,502 | 0.13% | 281,584 | $-4,584,646 | Down ×1 | ||
| RJF Raymond James Financial, Inc. Common Stock | $11,478,265 | 0.13% | 75,500 | $-1,263,255 | Down ×1 | ||
| NDAQ Nasdaq, Inc. - Common Stock | $11,466,734 | 0.13% | 145,480 | $-2,954,379 | Down ×5 | ||
| SYF Synchrony Financial Common Stock | $10,996,830 | 0.12% | 144,600 | $3,881,258 | Up ×1 | ||
| PSX Phillips 66 Common Stock | $10,558,863 | 0.12% | 62,460 | $-41,879,646 | Down ×3 | ||
| MAS Masco Corporation Common Stock | $10,422,927 | 0.12% | 128,093 | $1,090,148 | Down ×2 | ||
| EQH Equitable Holdings, Inc. Common Stock | $8,371,295 | 0.09% | 190,777 | $7,323,123 | Up ×1 | ||
| BIRK Birkenstock Holding plc Ordinary Shares | $7,964,853 | 0.09% | 185,100 | Up ×1 | |||
| GPC Genuine Parts Company Common Stock | $7,645,104 | 0.08% | 64,800 | $-10,501,596 | Down ×2 | ||
| 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 |
|---|---|---|---|
| ACN | $263,812,800 | 2,120,000 | 2.91% |
| COO | $54,967,149 | 766,520 | 0.61% |
| BIRK | $7,964,853 | 185,100 | 0.09% |
| BKNG | $5,347,200 | 30,000 | 0.06% |
| AMD | $508,296 | 875 | 0.01% |
| INTC | $245,330 | 1,757 | 0.00% |
| MU | $207,772 | 180 | 0.00% |
| RSP | $206,174 | 969 | 0.00% |
| PUK | $204,694 | 7,635 | 0.00% |
| VUG | $144,457 | 1,677 | 0.00% |
| XT | $46,521 | 563 | 0.00% |
| IJK | $34,310 | 292 | 0.00% |
| IJR | $26,251 | 177 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GOOG | Bought more | +1.1M | +$430.0M |
| ICLR | Bought more | +117K | +$294.6M |
| CNC | Trimmed | -3.0M | +$252.6M |
| CRL | Bought more | +88K | +$136.8M |
| IT | Trimmed | -289K | -$127.5M |
| DE | Trimmed | -205K | -$93.5M |
| MOH | Trimmed | -21K | +$88.6M |
| OC | Bought more | +180K | +$75.1M |
| LAD | Trimmed | -41K | +$67.8M |
| PSX | Trimmed | -225K | -$41.9M |
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 |
|---|---|---|---|---|
| SEE | June 30, 2026 | 1,278,223 | $53,749,277 | No longer tracked |
| LPLA | June 30, 2025 | 135,474 | $44,318,964 | -4.4% |
| ACVA | Dec. 31, 2025 | 3,804,814 | $37,705,707 | -5.4% |
| SNREY | March 31, 2025 | 504,644 | $21,740,064 | No longer tracked |
| BECN | March 31, 2025 | 211,895 | $21,524,294 | No longer tracked |
| SPNS | Sept. 30, 2025 | 673,980 | $19,713,915 | No longer tracked |
| GRFS | June 30, 2026 | 1,821,667 | $14,609,769 | 14.1% |
| IPG | Dec. 31, 2025 | 493,971 | $13,786,731 | No longer tracked |
| GLIBK | Dec. 31, 2025 | 354,597 | $13,215,830 | -30.1% |
| IWD | March 31, 2025 | 59,610 | $11,035,599 | No longer tracked |
| MGA | March 31, 2026 | 206,680 | $11,016,044 | 28.9% |
| CSX | March 31, 2026 | 194,360 | $7,045,550 | 25.4% |
| APA | March 31, 2026 | 273,372 | $6,686,679 | 4.3% |
| MAN | June 30, 2025 | 99,116 | $5,736,834 | 50.1% |
| BAX | March 31, 2026 | 298,000 | $5,694,780 | 55.9% |
| CE | March 31, 2026 | 125,102 | $5,289,313 | -28.5% |
| OMC | March 31, 2026 | 61,340 | $4,953,205 | 14.6% |
| AZN | March 31, 2026 | 43,600 | $4,008,148 | -16.1% |
| KVUE | Sept. 30, 2025 | 158,083 | $3,308,677 | 16.7% |
| HHH | March 31, 2026 | 38,394 | $3,062,689 | 6.0% |
| APTV | March 31, 2026 | 38,815 | $2,953,433 | -31.2% |
| VSTS | June 30, 2025 | 295,235 | $2,922,827 | 121.6% |
| SEG | June 30, 2025 | 125,230 | $2,688,688 | 46.1% |
| KR | March 31, 2026 | 41,645 | $2,601,980 | -21.2% |
| OTEX | Sept. 30, 2025 | 83,200 | $2,432,641 | -34.1% |
| FLUT | June 30, 2026 | 15,982 | $1,629,365 | -2.3% |
| MBC | March 31, 2026 | 108,716 | $1,200,225 | 9.7% |
| LBTYA | March 31, 2025 | 91,593 | $1,168,727 | -7.8% |
| ETSY | June 30, 2025 | 24,571 | $1,159,260 | 60.9% |
| LW | June 30, 2025 | 18,143 | $967,022 | 2.9% |
| CFG | Dec. 31, 2025 | 15,702 | $834,718 | 20.5% |
| BMY | June 30, 2025 | 12,000 | $731,880 | 42.7% |
| INTC | June 30, 2025 | 29,134 | $661,633 | 310.4% |
| FLS | March 31, 2025 | 11,200 | $644,224 | 62.1% |
| EBAY | Sept. 30, 2025 | 8,500 | $632,910 | 14.4% |
| PH | March 31, 2025 | 814 | $517,728 | 66.5% |
| PANW | March 31, 2026 | 2,640 | $486,288 | 114.6% |
| UNH | March 31, 2026 | 1,414 | $466,776 | 43.1% |
| TRN | June 30, 2025 | 16,100 | $451,766 | 10.4% |
| MCD | March 31, 2026 | 1,273 | $389,067 | -13.6% |
| GD | March 31, 2025 | 1,325 | $349,124 | 42.3% |
| MO | March 31, 2025 | 6,550 | $342,500 | 11.2% |
| TSM | Dec. 31, 2025 | 1,185 | $330,959 | 38.3% |
| CRI | Dec. 31, 2025 | 11,700 | $330,174 | 13.8% |
| AMD | March 31, 2026 | 1,530 | $327,665 | 131.4% |
| ULXXXX | June 30, 2025 | 5,500 | $327,525 | No longer tracked |
| TMO | March 31, 2026 | 541 | $313,482 | 26.2% |
| NOW | Dec. 31, 2025 | 340 | $312,895 | -15.4% |
| ET | Sept. 30, 2025 | 16,500 | $299,145 | 23.8% |
| SW | March 31, 2025 | 5,200 | $280,072 | 8.4% |
| RSP | Dec. 31, 2025 | 1,469 | $278,669 | No longer tracked |
| FMS | Sept. 30, 2025 | 9,750 | $278,558 | -11.0% |
| CDNS | Dec. 31, 2025 | 790 | $277,495 | 0.4% |
| ABT | March 31, 2026 | 2,046 | $256,343 | 11.4% |
| HD | Sept. 30, 2025 | 693 | $254,082 | -17.2% |
| SPGI | June 30, 2025 | 500 | $254,050 | -17.8% |
| XOM | June 30, 2026 | 1,466 | $248,722 | 21.7% |
| BKNG | Dec. 31, 2025 | 46 | $248,366 | -96.1% |
| AON | March 31, 2026 | 699 | $246,663 | 9.4% |
| PUK | March 31, 2026 | 7,520 | $234,022 | -1.3% |
| SYK | Sept. 30, 2025 | 571 | $225,905 | -10.6% |
| UNH | March 31, 2025 | 436 | $220,555 | -26.0% |
| HDB | March 31, 2026 | 6,000 | $219,240 | -5.4% |
| ZTS | Sept. 30, 2025 | 1,405 | $219,110 | -47.6% |
| LHX | Dec. 31, 2025 | 713 | $217,757 | -7.9% |
| MSI | Dec. 31, 2025 | 469 | $214,469 | 24.5% |
| HON | Dec. 31, 2025 | 1,015 | $213,658 | 12.6% |
| KO | Dec. 31, 2025 | 3,190 | $211,561 | 29.7% |
| QCOM | Dec. 31, 2025 | 1,266 | $210,612 | -5.9% |
| INTU | Sept. 30, 2025 | 264 | $207,934 | -47.2% |
| HD | March 31, 2025 | 534 | $207,721 | -8.4% |
| ADP | March 31, 2026 | 805 | $207,070 | 37.3% |
| DIS | March 31, 2026 | 1,810 | $205,924 | 11.2% |
| PDX | March 31, 2026 | 10,000 | $187,800 | -1.0% |
| BTX | Sept. 30, 2025 | 25,000 | $183,500 | 34.3% |
| USHY | Dec. 31, 2025 | 3,795 | $143,375 | No longer tracked |
| NUV | June 30, 2026 | 14,854 | $133,540 | -2.8% |
| LYG | Sept. 30, 2025 | 28,590 | $121,508 | 32.6% |
| IWR | Dec. 31, 2025 | 1,000 | $96,521 | No longer tracked |
| VOO | June 30, 2025 | 156 | $80,170 | No longer tracked |
| GLIBA | Dec. 31, 2025 | 2,000 | $75,110 | -28.4% |
| EFA | Dec. 31, 2025 | 468 | $43,697 | No longer tracked |
| INDA | March 31, 2026 | 600 | $32,430 | No longer tracked |
| EUFN | March 31, 2026 | 600 | $22,254 | |
| IGF | June 30, 2025 | 312 | $17,057 | |
| VTI | June 30, 2025 | 50 | $13,742 | No longer tracked |
| IJR | March 31, 2025 | 70 | $8,065 | No longer tracked |
| ACWX | June 30, 2025 | 94 | $5,212 | |
| IEUR | March 31, 2026 | 46 | $3,265 | No longer tracked |
| MBB | June 30, 2026 | 28 | $2,659 | |
| USIG | June 30, 2026 | 50 | $2,562 | |
| EEM | June 30, 2025 | 51 | $2,229 | No longer tracked |
| ITA | June 30, 2025 | 14 | $2,143 | No longer tracked |