Koss-Olinger Consulting, LLC
CIK 1861163 · View on SEC EDGAR ↗
- Portfolio value
- $1.3B
- Positions
- 172
- As of
- June 30, 2026
Portfolio value QoQ: +8.8% 13F does not disclose cash
- Top 10 holdings weight
- 83.73%
- Top 25 holdings weight
- 91.96%
- Positions above 1%
- 11
- Effective number of positions
- 7.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 21.11% Est. buys $265,999,422 · sells $262,906,161
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 45.0% still held
- New positions
- 9
- Increased
- 56
- Decreased
- 99
- Closed
- 91
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 172 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $376,950,207 | 29.03% | 12,808,366 | $107,967,289 | Up ×3 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $167,994,713 | 12.94% | 2,207,262 | $86,217,979 | Up ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $124,226,766 | 9.57% | 1,347,216 | $7,347,651 | Up ×1 | ||
| SPMD | $106,340,409 | 8.19% | 1,574,014 | $43,369,232 | Up ×3 | ||
| AGG | $89,055,427 | 6.86% | 899,732 | $6,720,178 | Up ×3 | ||
| JPSE | $64,722,702 | 4.98% | 1,075,753 | $10,814,274 | Up ×1 | ||
| EEM | $50,838,764 | 3.92% | 743,148 | $47,408,494 | Up ×1 | ||
| USHY | $43,821,100 | 3.38% | 1,183,714 | $-2,471,608 | Down ×2 | ||
| BKLN | $33,396,217 | 2.57% | 1,639,480 | $16,705,490 | Up ×1 | ||
| EFIV | $29,721,063 | 2.29% | 407,529 | $3,706,092 | Down ×1 | ||
| BLV | $25,864,852 | 1.99% | 375,234 | $-804,438 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $8,058,726 | 0.62% | 40,276 | $12,126 | Down ×4 | ||
| IWB | $8,018,418 | 0.62% | 19,581 | $-5,756,854 | Down ×3 | ||
| IVE | $7,362,466 | 0.57% | 32,425 | $-12,222,708 | Down ×6 | ||
| XJH | $7,304,238 | 0.56% | 140,062 | $1,138,818 | Up ×2 | ||
| IVV | $7,133,383 | 0.55% | 9,525 | $-296,959 | Down ×6 | ||
| GVI | $6,898,370 | 0.53% | 65,021 | $-9,222,775 | Down ×2 | ||
| NUBD | $6,690,998 | 0.52% | 302,281 | $418,405 | Up ×2 | ||
| VWO | $6,036,384 | 0.46% | 101,129 | $-11,225,758 | Down ×2 | ||
| VSGX | $4,801,724 | 0.37% | 58,316 | $653,478 | Up ×2 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $4,225,503 | 0.33% | 87,575 | $-10,651,580 | Down ×2 | ||
| BSV | $3,910,299 | 0.30% | 50,190 | $417,290 | Up ×2 | ||
| SPY SPY | $3,856,955 | 0.30% | 5,165 | $1,061,143 | Up ×1 | ||
| STIP | $3,412,005 | 0.26% | 33,399 | $-39,971 | Up ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $3,387,693 | 0.26% | 61,944 | $597,336 | Up ×2 | ||
| XLK XLK | $3,369,931 | 0.26% | 17,688 | $775,921 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $3,198,525 | 0.25% | 11,054 | $336,043 | Down ×6 | ||
| SPYV | $3,149,623 | 0.24% | 51,812 | $-3,534,296 | Down ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2,814,437 | 0.22% | 56,031 | $191,063 | Up ×1 | ||
| GE GE Aerospace Common Stock | $2,705,185 | 0.21% | 7,238 | $670,638 | Up ×1 | ||
| ICF | $2,626,127 | 0.20% | 38,831 | $-4,207,795 | Down ×6 | ||
| SCHH | $2,530,305 | 0.19% | 106,854 | $250,054 | Up ×2 | ||
| BRKB | $2,417,384 | 0.19% | 4,831 | $-5,144,392 | Down ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,192,309 | 0.17% | 6,205 | $-2,285,735 | Down ×6 | ||
| VGSR Vert Global Sustainable Real Estate ETF | $2,183,176 | 0.17% | 191,759 | $-498,773 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $2,112,401 | 0.16% | 1,798 | $553,402 | Up ×1 | ||
| CATH Global X S&P 500 Catholic Values ETF | $1,950,629 | 0.15% | 22,041 | $228,125 | |||
| CGW | $1,866,272 | 0.14% | 28,393 | $-649,575 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,688,484 | 0.13% | 7,084 | $-1,806,633 | Down ×4 | ||
| SPTM | $1,621,509 | 0.12% | 17,860 | $244,521 | Up ×1 | ||
| MDYG | $1,592,870 | 0.12% | 14,211 | $-1,374,737 | Down ×3 | ||
| IVW | $1,412,915 | 0.11% | 10,274 | $-7,305,331 | Down ×3 | ||
| SPSB | $1,403,058 | 0.11% | 46,753 | $265,360 | Up ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1,338,168 | 0.10% | 4,605 | $-251,248 | |||
| IWR | $1,318,338 | 0.10% | 11,950 | $-9,799,212 | Down ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,261,589 | 0.10% | 1,713 | $239,874 | Down ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,231,915 | 0.09% | 3,447 | $178,476 | Down ×3 | ||
| MDYV | $1,215,209 | 0.09% | 12,812 | $-1,481,262 | Down ×3 | ||
| RSP | $1,190,084 | 0.09% | 5,593 | $-1,816,544 | Down ×3 | ||
| VEA | $1,143,685 | 0.09% | 16,052 | $124,749 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,089,301 | 0.08% | 2,920 | $-2,130,441 | Down ×5 | ||
| IXN | $1,078,047 | 0.08% | 7,462 | $-38,277 | Down ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,059,595 | 0.08% | 1,881 | $-659,276 | Down ×4 | ||
| SCHF | $1,008,789 | 0.08% | 36,418 | $-684,424 | Down ×2 | ||
| VTI | $996,183 | 0.08% | 2,692 | $133,846 | Up ×1 | ||
| IEFA | $987,008 | 0.08% | 10,220 | $-170,609 | Down ×1 | ||
| MO Altria Group, Inc. | $985,332 | 0.08% | 13,695 | $26,315 | Down ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $976,774 | 0.08% | 22,621 | $-800,450 | Down ×1 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $958,697 | 0.07% | 49,101 | $7,723 | Up ×1 | ||
| ISMD | $949,343 | 0.07% | 18,988 | $190,393 | |||
| CAT Caterpillar, Inc. Common Stock | $926,077 | 0.07% | 870 | $155,273 | Down ×5 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $924,806 | 0.07% | 15,680 | $1,066 | Up ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $916,308 | 0.07% | 46,715 | $6,218 | Up ×3 | ||
| DVA DaVita Inc. Common Stock | $900,822 | 0.07% | 4,049 | $255,631 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $890,228 | 0.07% | 2,119 | $-1,169,034 | Down ×4 | ||
| EFG | $886,265 | 0.07% | 7,123 | $-6,825,239 | Down ×2 | ||
| EFV | $880,379 | 0.07% | 11,501 | $-4,774,979 | Down ×3 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $818,114 | 0.06% | 40,173 | $6,647 | Up ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $816,457 | 0.06% | 5,568 | $-3,305 | Down ×3 | ||
| IJH | $774,811 | 0.06% | 10,048 | $85,481 | Down ×1 | ||
| TGT Target Corporation Common Stock | $745,317 | 0.06% | 5,706 | $54,477 | Up ×1 | ||
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | $684,267 | 0.05% | 29,894 | $3,348 | Up ×3 | ||
| HYLB | $682,851 | 0.05% | 18,698 | $69,577 | Up ×1 | ||
| SPYG | $667,443 | 0.05% | 5,609 | $114,349 | Down ×3 | ||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $644,297 | 0.05% | 28,802 | $2,261 | Up ×3 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $642,086 | 0.05% | 29,001 | $-132 | Up ×3 | ||
| SLYG | $628,715 | 0.05% | 5,278 | $-698,067 | Down ×3 | ||
| XCEM | $604,947 | 0.05% | 11,440 | $23,527 | Down ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $598,037 | 0.05% | 14,125 | $-223,878 | Down ×1 | ||
| SPVU | $582,257 | 0.04% | 8,331 | $-614,288 | Down ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $579,709 | 0.04% | 1,535 | $-1,009,006 | Down ×4 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $572,191 | 0.04% | 11,156 | $6,509 | Up ×1 | ||
| WWJD | $550,826 | 0.04% | 14,446 | $10,690 | |||
| VOO | $547,443 | 0.04% | 797 | $42,859 | Down ×3 | ||
| JBL Jabil Inc. Common Stock | $545,957 | 0.04% | 1,416 | $169,825 | |||
| VPL | $543,974 | 0.04% | 4,702 | $-51,202 | Down ×1 | ||
| SFM Sprouts Farmers Market, Inc. - Common Stock | $524,396 | 0.04% | 6,200 | $-69,505 | Down ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $519,237 | 0.04% | 22,620 | $1,114 | Up ×3 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $516,490 | 0.04% | 23,114 | $4,958 | Up ×3 | ||
| EFA | $494,799 | 0.04% | 4,763 | $-280,845 | Down ×3 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $480,379 | 0.04% | 22,091 | $8,383 | Up ×3 | ||
| SDY | $476,474 | 0.04% | 3,131 | $-499,990 | Down ×3 | ||
| MDY | $473,730 | 0.04% | 674 | $-434,141 | Down ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $469,863 | 0.04% | 4,000 | $166,719 | Up ×1 | ||
| AXGN Axogen, Inc. - Common Stock | $467,258 | 0.04% | 10,116 | $123,832 | Down ×1 | ||
| MMM 3M Company Common Stock | $460,770 | 0.04% | 2,846 | $48,080 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $452,663 | 0.03% | 1,610 | $11,028 | Down ×3 | ||
| VGSH Vanguard Short-Term Treasury ETF | $432,659 | 0.03% | 7,434 | $2,331 | Up ×1 | ||
| RSPT | $428,319 | 0.03% | 6,641 | $127,974 | Up ×1 | ||
| BNDX Vanguard Total International Bond ETF | $423,655 | 0.03% | 8,748 | $7,878 | 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 |
|---|---|---|---|
| SCHX | $376,950,207 | 29.03% | up ×3 |
| SPMD | $106,340,409 | 8.19% | up ×3 |
| AGG | $89,055,427 | 6.86% | up ×3 |
| BSCR | $916,308 | 0.07% | up ×3 |
| BSCS | $818,114 | 0.06% | up ×3 |
| IBTG | $684,267 | 0.05% | up ×3 |
| IBTH | $644,297 | 0.05% | up ×3 |
| IBTI | $642,086 | 0.05% | up ×3 |
| BSJQ | $519,237 | 0.04% | up ×3 |
| BSJR | $516,490 | 0.04% | up ×3 |
| BSJS | $480,379 | 0.04% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHX | Bought more | +2.3M | +$108.0M |
| ACWX | Bought more | +1.0M | +$86.2M |
| SPMD | Bought more | +511K | +$43.4M |
| BKLN | Bought more | +822K | +$16.7M |
| IVE | Trimmed | -60K | -$12.2M |
| VWO | Trimmed | -218K | -$11.2M |
| JPSE | Bought more | +48K | +$10.8M |
| ISTB | Trimmed | -219K | -$10.7M |
| GVI | Trimmed | -86K | -$9.2M |
| BOND | Bought more | +81K | +$7.3M |
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 |
|---|---|---|---|---|
| MOAT | June 30, 2026 | 68,990 | $6,671,333 | No longer tracked |
| PACB | March 31, 2026 | 2,600,000 | $4,862,000 | -1.9% |
| ROKU | Dec. 31, 2025 | 50,000 | $4,395,000 | 45.0% |
| HII | June 30, 2026 | 6,711 | $2,549,536 | 10.0% |
| EMHY | Dec. 31, 2025 | 58,185 | $2,267,000 | No longer tracked |
| SFST | March 31, 2026 | 42,397 | $2,184,000 | 14.5% |
| CRWV | March 31, 2026 | 30,009 | $2,149,000 | 18.5% |
| ARKB | Dec. 31, 2025 | 60,000 | $2,147,000 | No longer tracked |
| SCHP | June 30, 2025 | 79,396 | $2,135,000 | No longer tracked |
| DVN | June 30, 2026 | 41,441 | $2,085,334 | 19.6% |
| INCY | June 30, 2026 | 21,394 | $2,013,603 | 13.0% |
| CTVA | June 30, 2026 | 23,830 | $1,994,832 | -3.7% |
| ALB | June 30, 2026 | 11,090 | $1,991,016 | -0.3% |
| TM | Dec. 31, 2025 | 11,461 | $1,974,000 | -10.5% |
| BUD | June 30, 2026 | 28,384 | $1,968,998 | -5.3% |
| VTIP | Dec. 31, 2025 | 38,608 | $1,941,000 | |
| RTO | June 30, 2026 | 58,648 | $1,846,239 | -18.1% |
| ST | June 30, 2026 | 50,722 | $1,786,429 | -11.7% |
| PII | June 30, 2026 | 31,401 | $1,711,375 | -7.0% |
| LRCX | Dec. 31, 2025 | 15,659 | $1,524,000 | 79.6% |
| BABA | Dec. 31, 2025 | 13,080 | $1,483,000 | -14.5% |
| PLTR | June 30, 2026 | 10,089 | $1,475,819 | 49.7% |
| APA | June 30, 2026 | 33,060 | $1,403,065 | 37.0% |
| INTU | Dec. 31, 2025 | 1,729 | $1,362,000 | -45.4% |
| SSNC | Dec. 31, 2025 | 16,287 | $1,349,000 | -5.5% |
| VFC | June 30, 2026 | 78,875 | $1,340,079 | -15.2% |
| EL | June 30, 2026 | 18,513 | $1,328,676 | 24.4% |
| NXPI | June 30, 2026 | 6,659 | $1,310,891 | -20.1% |
| XSOE | June 30, 2026 | 29,262 | $1,173,406 | No longer tracked |
| AMGN | Dec. 31, 2025 | 4,185 | $1,169,000 | 33.3% |
| MMM | Dec. 31, 2025 | 7,649 | $1,165,000 | 12.7% |
| RPRX | June 30, 2026 | 24,142 | $1,158,109 | 10.2% |
| CTSH | June 30, 2026 | 18,552 | $1,138,153 | 58.2% |
| VEEV | June 30, 2026 | 6,478 | $1,137,925 | 42.0% |
| CMP | June 30, 2026 | 45,500 | $1,062,425 | -18.6% |
| DG | June 30, 2026 | 8,883 | $1,054,619 | 5.9% |
| NOC | June 30, 2026 | 1,495 | $1,020,228 | 13.6% |
| APH | June 30, 2026 | 8,000 | $1,010,800 | -12.9% |
| PFE | June 30, 2026 | 35,567 | $998,726 | 15.6% |
| XYZ | Dec. 31, 2025 | 14,608 | $992,000 | 24.3% |
| BELFB | June 30, 2026 | 5,010 | $991,823 | -21.4% |
| CMCSA | June 30, 2026 | 34,215 | $982,320 | 8.5% |
| BIO | June 30, 2026 | 3,440 | $958,900 | 24.2% |
| REVG | March 31, 2026 | 15,736 | $957,000 | No longer tracked |
| SLB | June 30, 2026 | 17,905 | $920,116 | 16.4% |
| BIIB | Dec. 31, 2025 | 7,256 | $911,000 | 25.0% |
| SPSB | Dec. 31, 2025 | 29,627 | $894,000 | No longer tracked |
| IQV | Dec. 31, 2025 | 5,548 | $874,000 | 13.0% |
| VEA | Dec. 31, 2025 | 15,070 | $859,000 | No longer tracked |
| BSCP | Dec. 31, 2025 | 41,402 | $856,000 | No longer tracked |
| SPTM | Dec. 31, 2025 | 11,156 | $835,000 | No longer tracked |
| ZBH | June 30, 2026 | 8,870 | $802,036 | 17.4% |
| WTRG | June 30, 2026 | 19,901 | $801,416 | 7.4% |
| NVEE | Dec. 31, 2025 | 34,428 | $795,000 | No longer tracked |
| BSMR | March 31, 2026 | 32,535 | $770,000 | |
| IFF | June 30, 2026 | 10,297 | $747,027 | 4.9% |
| BSMQ | March 31, 2026 | 31,256 | $739,000 | |
| BSMP | Dec. 31, 2025 | 29,864 | $733,000 | No longer tracked |
| NEE | March 31, 2026 | 8,549 | $686,000 | -7.7% |
| FDMO | Dec. 31, 2025 | 9,000 | $683,000 | No longer tracked |
| BSMU | March 31, 2026 | 30,178 | $665,000 | |
| BSMT | March 31, 2026 | 28,555 | $661,000 | |
| UPS | June 30, 2026 | 6,695 | $658,632 | -4.9% |
| BSMS | March 31, 2026 | 27,984 | $658,000 | |
| TEX | June 30, 2026 | 11,023 | $651,467 | -11.1% |
| VGSH | Dec. 31, 2025 | 11,030 | $648,000 | |
| TSM | June 30, 2026 | 1,917 | $647,850 | -13.6% |
| SO | March 31, 2026 | 6,900 | $602,000 | -4.2% |
| CRSP | March 31, 2026 | 11,447 | $600,000 | 20.9% |
| HSII | Dec. 31, 2025 | 12,985 | $594,000 | No longer tracked |
| GILD | June 30, 2026 | 4,245 | $591,626 | 15.1% |
| VTEB | June 30, 2025 | 11,851 | $588,000 | No longer tracked |
| LW | June 30, 2026 | 13,766 | $581,741 | 25.4% |
| DHIL | June 30, 2026 | 3,378 | $581,367 | No longer tracked |
| PK | June 30, 2026 | 55,023 | $579,391 | 10.1% |
| BSMZ | March 31, 2026 | 22,758 | $579,000 | |
| IBTF | Dec. 31, 2025 | 23,917 | $559,000 | No longer tracked |
| OZK | Dec. 31, 2025 | 11,800 | $555,000 | 7.3% |
| RTX | June 30, 2026 | 2,873 | $554,202 | 14.5% |
| BSMY | March 31, 2026 | 22,510 | $553,000 | |
| BSSX | March 31, 2026 | 21,373 | $553,000 | |
| BSMV | March 31, 2026 | 26,048 | $551,000 | |
| BSMW | March 31, 2026 | 21,854 | $549,000 | |
| HYLB | Dec. 31, 2025 | 14,856 | $548,000 | No longer tracked |
| AMN | June 30, 2026 | 29,843 | $547,321 | 8.8% |
| REPX | June 30, 2026 | 14,655 | $534,170 | No longer tracked |
| GPN | June 30, 2026 | 7,918 | $532,865 | 27.5% |
| LLY | March 31, 2026 | 487 | $524,000 | 37.9% |
| PRDO | June 30, 2026 | 13,927 | $518,211 | 2.1% |
| PAYC | June 30, 2026 | 4,193 | $509,637 | 77.4% |
| DIA | March 31, 2026 | 1,021 | $491,000 | No longer tracked |
| USIG | Dec. 31, 2025 | 9,349 | $481,000 | |
| VGIT | Dec. 31, 2025 | 7,644 | $457,000 | |
| AXR | June 30, 2026 | 15,779 | $443,863 | -7.8% |
| HOOD | June 30, 2025 | 10,000 | $416,000 | 4.8% |
| AXP | June 30, 2026 | 1,365 | $412,810 | -1.1% |
| PANW | March 31, 2026 | 2,220 | $409,000 | 121.9% |
| CVS | June 30, 2026 | 5,537 | $397,667 | -9.1% |
| BSJP | Dec. 31, 2025 | 16,860 | $389,000 | No longer tracked |
| GDEN | June 30, 2026 | 14,219 | $379,503 | No longer tracked |
| LEGH | June 30, 2026 | 18,291 | $373,685 | 6.9% |
| HOV | June 30, 2026 | 3,291 | $365,005 | -23.3% |
| BNDX | Dec. 31, 2025 | 7,371 | $365,000 | |
| JAKK | June 30, 2026 | 17,747 | $353,510 | 6.4% |
| SHOP | Dec. 31, 2025 | 3,060 | $353,000 | -9.3% |
| JPST | Dec. 31, 2025 | 6,896 | $349,000 | No longer tracked |
| MLR | June 30, 2026 | 7,614 | $346,836 | 10.4% |
| BBW | June 30, 2026 | 9,257 | $346,689 | 26.3% |
| IJR | June 30, 2026 | 2,787 | $346,465 | No longer tracked |
| INTC | June 30, 2026 | 7,681 | $338,963 | -34.9% |
| HRL | June 30, 2026 | 14,813 | $335,524 | -2.1% |
| ETN | June 30, 2025 | 1,231 | $335,000 | 16.7% |
| EML | June 30, 2026 | 16,538 | $334,724 | -11.6% |
| XOM | June 30, 2026 | 1,953 | $331,346 | 22.5% |
| PEP | March 31, 2026 | 2,290 | $329,000 | -8.4% |
| CVX | June 30, 2026 | 1,590 | $328,971 | 25.4% |
| BX | Dec. 31, 2025 | 2,171 | $325,000 | -7.1% |
| FMC | June 30, 2026 | 18,455 | $317,798 | -5.0% |
| GLD | June 30, 2026 | 737 | $317,124 | No longer tracked |
| CI | Dec. 31, 2025 | 959 | $317,000 | 1.1% |
| SPSM | Sept. 30, 2025 | 7,384 | $314,578 | No longer tracked |
| BZH | June 30, 2026 | 16,326 | $314,112 | 18.1% |
| MDT | June 30, 2026 | 3,574 | $309,687 | 20.3% |
| SCHG | June 30, 2026 | 10,540 | $307,030 | No longer tracked |
| ADBE | Dec. 31, 2025 | 794 | $307,000 | -21.8% |
| CRM | June 30, 2026 | 1,611 | $300,725 | 31.3% |
| ABT | March 31, 2026 | 2,383 | $299,000 | 11.9% |
| T | June 30, 2026 | 10,306 | $298,771 | 22.0% |
| BSX | March 31, 2026 | 3,087 | $294,000 | -18.0% |
| FDUS | March 31, 2026 | 15,153 | $292,000 | 13.7% |
| BWA | June 30, 2026 | 5,361 | $290,888 | -0.9% |
| VRTX | June 30, 2026 | 646 | $288,465 | 9.5% |
| HY | June 30, 2026 | 8,749 | $284,436 | -5.8% |
| MP | Sept. 30, 2025 | 8,500 | $282,795 | -19.7% |
| Z | March 31, 2026 | 4,134 | $282,000 | -13.0% |
| FLRN | Dec. 31, 2025 | 8,970 | $277,000 | No longer tracked |
| TTWO | June 30, 2026 | 1,397 | $275,908 | -6.2% |
| BSCT | June 30, 2025 | 14,402 | $267,000 | |
| BDX | June 30, 2025 | 1,162 | $266,000 | 38.4% |
| VYM | June 30, 2026 | 1,794 | $265,670 | No longer tracked |
| COIN | June 30, 2026 | 1,514 | $264,360 | 16.6% |
| AMT | Dec. 31, 2025 | 1,189 | $263,000 | 1.0% |
| MRK | June 30, 2026 | 2,174 | $261,510 | 17.0% |
| FLRN | June 30, 2026 | 8,470 | $260,707 | No longer tracked |
| PTLC | March 31, 2026 | 4,666 | $259,000 | No longer tracked |
| SCVL | June 30, 2026 | 16,510 | $257,391 | No longer tracked |
| SHYG | June 30, 2026 | 6,076 | $257,076 | No longer tracked |
| BMY | March 31, 2026 | 4,743 | $256,000 | 10.1% |
| LMT | June 30, 2025 | 571 | $255,000 | 25.9% |
| TMUS | June 30, 2026 | 1,212 | $254,556 | 8.8% |
| ABBV | June 30, 2026 | 1,168 | $253,970 | 5.4% |
| ARCC | Dec. 31, 2025 | 11,535 | $253,000 | -1.7% |
| BND | March 31, 2026 | 3,413 | $253,000 | |
| EMB | June 30, 2025 | 2,772 | $251,000 | |
| CHTR | Dec. 31, 2025 | 610 | $250,000 | -26.7% |
| HCA | June 30, 2026 | 527 | $249,397 | 5.3% |
| DEO | June 30, 2026 | 3,332 | $248,072 | 16.4% |
| BIL | March 31, 2026 | 2,700 | $247,000 | No longer tracked |
| HYEM | March 31, 2026 | 12,412 | $247,000 | No longer tracked |
| STOT | June 30, 2026 | 5,117 | $241,164 | No longer tracked |
| BLKB | Dec. 31, 2025 | 3,657 | $235,000 | -26.1% |
| REGN | June 30, 2025 | 370 | $235,000 | 59.0% |
| SWKS | Dec. 31, 2025 | 3,140 | $234,000 | 9.8% |
| ELV | June 30, 2025 | 534 | $232,000 | 1.5% |
| SNY | Dec. 31, 2025 | 4,767 | $230,000 | -6.2% |
| WFC | March 31, 2026 | 2,473 | $230,000 | 7.0% |
| MGK | June 30, 2025 | 740 | $229,000 | No longer tracked |
| UBER | Dec. 31, 2025 | 2,426 | $226,000 | -2.5% |
| SCHE | June 30, 2025 | 8,124 | $224,000 | No longer tracked |
| PHG | June 30, 2026 | 8,097 | $221,858 | 2.1% |
| HAS | June 30, 2026 | 2,368 | $221,645 | 12.0% |
| VMC | March 31, 2026 | 775 | $221,000 | -0.2% |
| AOK | June 30, 2025 | 5,767 | $217,000 | No longer tracked |
| IJJ | Dec. 31, 2025 | 1,756 | $217,000 | No longer tracked |
| PECO | Sept. 30, 2025 | 6,087 | $213,216 | 16.0% |
| BWA | June 30, 2025 | 7,404 | $212,000 | 96.5% |
| VCYT | June 30, 2026 | 6,524 | $210,138 | -28.8% |
| CNC | Dec. 31, 2025 | 3,843 | $209,000 | 55.4% |
| FMS | March 31, 2026 | 8,762 | $209,000 | 5.4% |
| IJK | Dec. 31, 2025 | 2,303 | $209,000 | No longer tracked |
| HEDJ | Dec. 31, 2025 | 4,320 | $208,000 | No longer tracked |
| TMO | March 31, 2026 | 359 | $208,000 | 26.1% |
| K | Dec. 31, 2025 | 2,604 | $207,000 | No longer tracked |
| SPHQ | March 31, 2026 | 2,760 | $207,000 | No longer tracked |
| NFLX | June 30, 2026 | 2,150 | $206,723 | 13.0% |
| TRU | June 30, 2026 | 2,913 | $201,566 | 17.1% |
| ABG | June 30, 2025 | 911 | $201,000 | -11.2% |
| BKN | March 31, 2026 | 15,000 | $168,000 | No longer tracked |
| TZOO | June 30, 2026 | 26,198 | $155,092 | -41.3% |
| LAR | June 30, 2026 | 20,481 | $136,813 | -27.0% |
| ERIC | June 30, 2026 | 11,442 | $128,951 | -9.1% |
| PATH | Dec. 31, 2025 | 10,000 | $128,000 | -4.6% |
| CHY | March 31, 2026 | 10,000 | $113,000 | 19.4% |
| RUN | Dec. 31, 2025 | 12,215 | $100,000 | -47.8% |
| NTLA | Dec. 31, 2025 | 10,000 | $94,000 | 41.0% |
| AMCX | June 30, 2026 | 10,375 | $70,446 | 22.7% |
| POWW | June 30, 2026 | 13,910 | $27,959 | 0.2% |
| EDIT | Dec. 31, 2025 | 10,000 | $22,000 | 51.2% |
| TER | March 31, 2025 | 16,812 | $2,117 | 357.9% |
| ICE | March 31, 2025 | 12,787 | $1,905 | -8.6% |
| RVLV | March 31, 2025 | 49,818 | $1,668 | 12.2% |
| MBUU | March 31, 2025 | 36,196 | $1,361 | -6.0% |
| MAC | March 31, 2025 | 58,134 | $1,158 | 43.6% |
| TSN | March 31, 2025 | 16,386 | $941 | -7.9% |
| KRC | March 31, 2025 | 21,961 | $888 | 12.0% |
| RNGR | March 31, 2025 | 43,830 | $678 | 23.3% |
| CRGY | March 31, 2025 | 46,185 | $675 | 22.9% |
| IMMR | March 31, 2025 | 64,274 | $561 | 0.1% |
| ALTM | March 31, 2025 | 106,803 | $548 | No longer tracked |
| SAMG | March 31, 2025 | 27,942 | $514 | -37.5% |
| EBF | March 31, 2025 | 21,513 | $454 | 10.9% |
| SPOK | March 31, 2025 | 28,033 | $450 | -36.0% |
| GOLD | March 31, 2025 | 15,773 | $432 | 77.0% |
| ETD | March 31, 2025 | 15,053 | $423 | -16.8% |
| MCFT | March 31, 2025 | 22,156 | $423 | 42.5% |
| PLAB | March 31, 2025 | 17,664 | $416 | 47.2% |
| GNK | March 31, 2025 | 25,686 | $358 | 94.6% |
| IIIN | March 31, 2025 | 12,796 | $346 | 18.2% |
| WNC | March 31, 2025 | 19,443 | $333 | 8.0% |
| HVT | March 31, 2025 | 14,479 | $322 | 42.0% |
| TWI | March 31, 2025 | 46,057 | $313 | -22.2% |
| BRY | March 31, 2025 | 69,173 | $286 | No longer tracked |
| OSUR | March 31, 2025 | 79,303 | $286 | 9.1% |
| HDSN | March 31, 2025 | 41,897 | $234 | -7.9% |
| LAAC | March 31, 2025 | 74,521 | $195 | No longer tracked |
| RPC | March 31, 2025 | 12,500 | $158 | -26.0% |
| METC | March 31, 2025 | 10,735 | $110 | 45.7% |
| CODX | March 31, 2025 | 58,102 | $44 | 264.5% |
| BGFV | March 31, 2025 | 10,079 | $18 | No longer tracked |
| ATOS | March 31, 2025 | 12,000 | $11 | 276.9% |