Legend Financial Advisors, Inc.
CIK 1781948 · View on SEC EDGAR ↗
- Portfolio value
- $176.0M
- Positions
- 40
- As of
- June 30, 2026
#6,895 of 9,443 by 13F value · top 73.0%
Portfolio value QoQ: +13.5% 13F does not disclose cash
- Top 10 holdings weight
- 68.45%
- Top 25 holdings weight
- 94.13%
- Positions above 1%
- 21
- Effective number of positions
- 17.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.12% Est. buys $13,965,725 · sells $11,781,377
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 13.6% still held
- New positions
- 3
- Increased
- 15
- Decreased
- 19
- Closed
- 1
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
Technology
6.1%
Financial Services
2.9%
Industrials
2.0%
Communication Services
1.1%
Retail
1.1%
Materials
1.0%
Financials
0.8%
Consumer Discretionary
0.4%
Utilities
0.3%
Healthcare
0.1%
Other/Unmapped
84.2%
Full portfolio 40 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SOXX SOXX | $19,638,755 | 11.16% | 30,649 | $5,416,544 | Down ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $17,919,554 | 10.18% | 24,334 | $3,454,849 | Down ×1 | ||
| IAU | $13,364,499 | 7.59% | 176,990 | $-2,121,579 | Up ×1 | ||
| VO | $11,881,301 | 6.75% | 147,466 | $1,728,481 | Up ×4 | ||
| FNDX | $11,824,861 | 6.72% | 380,221 | $1,169,389 | Down ×1 | ||
| VIOV | $11,583,645 | 6.58% | 98,727 | $1,430,489 | Down ×1 | ||
| LCR | $10,148,794 | 5.77% | 255,221 | $762,745 | Up ×2 | ||
| DJP | $8,426,557 | 4.79% | 192,783 | $-1,173,342 | Down ×2 | ||
| IAK | $8,206,797 | 4.66% | 58,386 | $1,085,839 | Up ×4 | ||
| IDMO | $7,476,449 | 4.25% | 124,008 | $612,319 | Down ×1 | ||
| XME XME | $6,688,145 | 3.80% | 62,547 | $-432,163 | Down ×5 | ||
| COPX | $6,309,263 | 3.58% | 81,970 | $-403,843 | Down ×6 | ||
| ARB | $5,601,949 | 3.18% | 189,058 | $108,867 | Up ×6 | ||
| SPSM | $3,831,269 | 2.18% | 66,434 | $624,575 | Up ×4 | ||
| INTC Intel Corporation - Common Stock | $3,803,521 | 2.16% | 27,240 | $2,573,794 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $3,096,397 | 1.76% | 10,701 | $467,627 | Up ×1 | ||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $2,577,270 | 1.46% | 9,477 | $1,666,074 | Down ×1 | ||
| MOD Modine Manufacturing Company Common Stock | $2,023,211 | 1.15% | 7,577 | $32,730 | Down ×3 | ||
| XLE XLE | $2,004,857 | 1.14% | 37,749 | $-697,711 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,981,541 | 1.13% | 5,608 | ||||
| AMZN Amazon.com, Inc. - Common Stock | $1,898,140 | 1.08% | 7,964 | $242,185 | Up ×1 | ||
| BRKB | $1,609,755 | 0.91% | 3,217 | $95,962 | Up ×2 | ||
| FSLR First Solar, Inc. - Common Stock | $1,278,667 | 0.73% | 5,419 | $323,337 | Up ×2 | ||
| RELY Remitly Global, Inc. - Common stock | $1,256,618 | 0.71% | 56,074 | Up ×1 | |||
| CPA Copa Holdings, S.A. Class A Common Stock | $1,246,271 | 0.71% | 8,011 | $337,732 | Up ×1 | ||
| FRDM | $1,153,059 | 0.66% | 15,817 | $302,486 | Up ×1 | ||
| TBBK The Bancorp, Inc. - Common Stock | $1,117,560 | 0.63% | 17,841 | $394,408 | Up ×2 | ||
| EVR Evercore Inc. Class A Common Stock | $1,096,022 | 0.62% | 3,210 | $135,118 | Down ×1 | ||
| DLO DLocal Limited - Class A Common Shares | $1,083,432 | 0.62% | 83,373 | $-1,573 | Down ×1 | ||
| NMIH NMI Holdings Inc - Common Stock | $975,477 | 0.55% | 23,740 | $273,065 | Up ×2 | ||
| PAAS Pan American Silver Corp. Common Stock | $892,709 | 0.51% | 19,931 | $-659,329 | Down ×3 | ||
| B Barrick Mining Corporation Common Shares | $820,071 | 0.47% | 22,327 | $-89,097 | Up ×1 | ||
| ALV Autoliv, Inc. Common Stock | $752,085 | 0.43% | 6,474 | $69,281 | Down ×1 | ||
| V Visa Inc. | $637,804 | 0.36% | 1,859 | $75,940 | |||
| SCHG | $500,457 | 0.28% | 14,789 | $56,029 | Down ×3 | ||
| PPL PPL Corporation Common Stock | $307,921 | 0.17% | 8,471 | $-15,671 | |||
| DCI Donaldson Company, Inc. Common Stock | $277,569 | 0.16% | 3,092 | $15,151 | |||
| JPM JP Morgan Chase & Co. Common Stock | $259,900 | 0.15% | 794 | $6,040 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $231,490 | 0.13% | 193 | ||||
| NEE NextEra Energy, Inc. Common Stock | $224,340 | 0.13% | 2,556 | $-68,139 | Down ×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 |
|---|---|---|---|
| VO | $11,881,301 | 6.75% | up ×4 |
| IAK | $8,206,797 | 4.66% | up ×4 |
| ARB | $5,601,949 | 3.18% | up ×6 |
| SPSM | $3,831,269 | 2.18% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
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 |
|---|---|---|---|---|
| LCRXXXX | June 30, 2025 | 240,984 | $8,257,520 | No longer tracked |
| RSPD | March 31, 2026 | 130,086 | $7,418,818 | No longer tracked |
| GOLD | June 30, 2025 | 45,145 | $877,619 | 110.5% |
| CRBG | March 31, 2026 | 25,404 | $766,439 | 34.0% |
| EG | Dec. 31, 2025 | 1,910 | $668,939 | 8.8% |
| NOMD | Dec. 31, 2025 | 41,689 | $548,210 | -6.6% |
| FISV | June 30, 2026 | 6,844 | $381,895 | 5.1% |
| LLY | March 31, 2026 | 275 | $295,537 | 35.9% |
| TYL | Dec. 31, 2025 | 500 | $261,580 | -24.3% |
| DCI | June 30, 2025 | 3,092 | $207,350 | 34.6% |
| WDAY | Dec. 31, 2025 | 859 | $206,787 | -9.0% |
| RSP | Sept. 30, 2025 | 926 | $168,226 | No longer tracked |
| RSP | March 31, 2025 | 930 | $163,015 | No longer tracked |
| XLY | March 31, 2025 | 716 | $160,635 | No longer tracked |
| XLY | Sept. 30, 2025 | 716 | $155,608 | No longer tracked |
| PNC | March 31, 2025 | 744 | $143,480 | 38.8% |
| IWF | March 31, 2025 | 350 | $140,553 | No longer tracked |
| PNC | Sept. 30, 2025 | 695 | $129,562 | 21.4% |
| STBA | March 31, 2025 | 3,374 | $128,954 | 35.9% |
| STBA | Sept. 30, 2025 | 3,374 | $127,605 | 34.0% |
| PEP | March 31, 2025 | 711 | $108,115 | -4.9% |
| V | Sept. 30, 2025 | 301 | $106,870 | 7.7% |
| AMGN | March 31, 2025 | 381 | $99,304 | 40.0% |
| PG | March 31, 2025 | 582 | $97,507 | -15.9% |
| IWF | Sept. 30, 2025 | 226 | $95,955 | No longer tracked |
| BK | Sept. 30, 2025 | 1,036 | $94,390 | No longer tracked |
| AMGN | Sept. 30, 2025 | 287 | $79,994 | 54.5% |
| BK | March 31, 2025 | 1,036 | $79,596 | No longer tracked |
| APAM | Sept. 30, 2025 | 1,700 | $75,361 | -2.4% |
| GOOGL | March 31, 2025 | 380 | $71,934 | 121.2% |
| HII | March 31, 2025 | 365 | $68,880 | 49.4% |
| MSFT | Sept. 30, 2025 | 138 | $68,643 | -6.9% |
| COP | March 31, 2025 | 689 | $68,328 | 29.0% |
| GOOGL | Sept. 30, 2025 | 380 | $66,967 | 40.7% |
| COP | Sept. 30, 2025 | 689 | $61,831 | 43.2% |
| MO | Sept. 30, 2025 | 1,000 | $58,630 | 1.0% |
| MSFT | March 31, 2025 | 138 | $58,167 | 28.4% |
| OMF | Sept. 30, 2025 | 1,000 | $57,000 | 11.7% |
| MA | Sept. 30, 2025 | 100 | $56,194 | 1.1% |
| NVDA | Sept. 30, 2025 | 350 | $55,297 | 16.2% |
| VZ | Sept. 30, 2025 | 1,276 | $55,213 | 12.5% |
| GOOG | March 31, 2025 | 280 | $53,323 | 117.0% |
| MA | March 31, 2025 | 100 | $52,657 | 4.9% |
| MO | March 31, 2025 | 1,000 | $52,290 | 11.2% |
| WHR | Sept. 30, 2025 | 500 | $50,710 | -47.4% |
| GOOG | Sept. 30, 2025 | 280 | $49,669 | 39.2% |
| MRK | March 31, 2025 | 490 | $48,783 | 69.0% |
| T | Sept. 30, 2025 | 1,648 | $47,679 | -10.2% |
| ENB | Sept. 30, 2025 | 1,000 | $45,320 | 1.5% |
| IIPR | Sept. 30, 2025 | 800 | $44,176 | 5.6% |
| FINX | March 31, 2025 | 1,361 | $42,490 | |
| ENB | March 31, 2025 | 1,000 | $42,430 | 15.6% |
| PSX | Sept. 30, 2025 | 350 | $41,755 | 78.7% |
| MET | March 31, 2025 | 500 | $40,940 | 17.9% |
| MET | Sept. 30, 2025 | 500 | $40,210 | 14.9% |
| IHI | March 31, 2025 | 685 | $39,970 | No longer tracked |
| PSX | March 31, 2025 | 350 | $39,876 | 96.8% |
| SPY | Sept. 30, 2025 | 64 | $39,765 | No longer tracked |
| ROK | Sept. 30, 2025 | 117 | $38,864 | 24.9% |
| T | March 31, 2025 | 1,648 | $37,514 | -10.3% |
| SPY | March 31, 2025 | 64 | $37,512 | No longer tracked |
| ROK | March 31, 2025 | 130 | $37,153 | 69.0% |
| GNRC | Sept. 30, 2025 | 250 | $35,803 | 26.0% |
| IHI | Sept. 30, 2025 | 567 | $35,517 | No longer tracked |
| CMCSA | March 31, 2025 | 919 | $34,490 | -28.3% |
| WHR | March 31, 2025 | 300 | $34,344 | -54.1% |
| ORCL | Sept. 30, 2025 | 157 | $34,325 | -47.9% |
| FINX | Sept. 30, 2025 | 1,000 | $34,220 | |
| CARR | March 31, 2025 | 500 | $34,130 | -3.9% |
| NVDA | March 31, 2025 | 250 | $33,573 | 100.1% |
| QSR | Sept. 30, 2025 | 500 | $33,145 | 23.7% |
| CMCSA | Sept. 30, 2025 | 919 | $32,799 | -15.8% |
| RSPS | March 31, 2025 | 1,088 | $32,734 | No longer tracked |
| RSPS | Sept. 30, 2025 | 1,088 | $32,592 | No longer tracked |
| QSR | March 31, 2025 | 500 | $32,590 | 19.0% |
| MCD | Sept. 30, 2025 | 109 | $31,901 | -11.6% |
| VZ | March 31, 2025 | 780 | $31,192 | 9.0% |
| VTV | March 31, 2025 | 184 | $31,151 | No longer tracked |
| VUG | Sept. 30, 2025 | 71 | $31,126 | No longer tracked |
| GNRC | March 31, 2025 | 200 | $31,010 | 66.5% |
| VTV | Sept. 30, 2025 | 175 | $30,930 | No longer tracked |
| MCD | March 31, 2025 | 105 | $30,493 | -14.0% |
| KRE | March 31, 2025 | 491 | $29,652 | No longer tracked |
| HD | March 31, 2025 | 76 | $29,563 | -8.4% |
| VUG | March 31, 2025 | 71 | $29,141 | No longer tracked |
| RTX | March 31, 2025 | 250 | $28,930 | 60.5% |
| PEP | Sept. 30, 2025 | 216 | $28,521 | 1.5% |
| HD | Sept. 30, 2025 | 76 | $27,865 | -17.2% |
| AVGO | Sept. 30, 2025 | 100 | $27,565 | 13.0% |
| HASI | Sept. 30, 2025 | 1,000 | $26,860 | 33.0% |
| HASI | March 31, 2025 | 1,000 | $26,830 | 39.6% |
| PPG | March 31, 2025 | 224 | $26,757 | 3.9% |
| ORCL | March 31, 2025 | 157 | $26,162 | 4.8% |
| OMF | March 31, 2025 | 500 | $26,065 | 29.0% |
| UNH | March 31, 2025 | 51 | $25,799 | -26.0% |
| MLPA | Sept. 30, 2025 | 500 | $25,100 | No longer tracked |
| KRE | Sept. 30, 2025 | 420 | $24,964 | No longer tracked |
| MRK | Sept. 30, 2025 | 310 | $24,570 | 80.7% |
| CEF | Sept. 30, 2025 | 808 | $24,321 | No longer tracked |
| AVGO | March 31, 2025 | 100 | $23,184 | 122.6% |
| DDS | March 31, 2025 | 53 | $22,882 | 69.0% |
| HAL | March 31, 2025 | 840 | $22,840 | 40.0% |
| SLB | March 31, 2025 | 581 | $22,276 | 28.7% |
| FLNG | Sept. 30, 2025 | 1,000 | $21,980 | 29.3% |
| APAM | March 31, 2025 | 500 | $21,525 | 8.4% |
| CSX | March 31, 2025 | 660 | $21,298 | 74.9% |
| FXL | Sept. 30, 2025 | 133 | $20,929 | No longer tracked |
| QTEC | Sept. 30, 2025 | 94 | $20,006 | |
| SPHB | Sept. 30, 2025 | 204 | $19,896 | No longer tracked |
| FXL | March 31, 2025 | 133 | $19,757 | No longer tracked |
| XBI | March 31, 2025 | 218 | $19,633 | No longer tracked |
| YUM | Sept. 30, 2025 | 131 | $19,412 | -1.1% |
| CEF | March 31, 2025 | 808 | $19,198 | No longer tracked |
| VOT | Sept. 30, 2025 | 66 | $18,770 | No longer tracked |
| FCOM | Sept. 30, 2025 | 283 | $18,340 | No longer tracked |
| CARR | Sept. 30, 2025 | 250 | $18,298 | 2.1% |
| CB | Sept. 30, 2025 | 63 | $18,252 | 21.7% |
| LIT | March 31, 2025 | 444 | $18,093 | No longer tracked |
| SPHB | March 31, 2025 | 204 | $18,085 | No longer tracked |
| XBI | Sept. 30, 2025 | 218 | $18,079 | No longer tracked |
| QTEC | March 31, 2025 | 94 | $17,698 | |
| YUM | March 31, 2025 | 131 | $17,575 | -4.5% |
| FDN | Sept. 30, 2025 | 65 | $17,506 | No longer tracked |
| CB | March 31, 2025 | 63 | $17,407 | 13.7% |
| RSPT | Sept. 30, 2025 | 420 | $17,128 | No longer tracked |
| VOT | March 31, 2025 | 66 | $16,748 | No longer tracked |
| MPC | Sept. 30, 2025 | 98 | $16,279 | 88.2% |
| PG | Sept. 30, 2025 | 101 | $16,029 | -6.7% |
| UNH | Sept. 30, 2025 | 51 | $15,910 | 12.2% |
| FDN | March 31, 2025 | 65 | $15,806 | No longer tracked |
| RSPT | March 31, 2025 | 420 | $15,716 | No longer tracked |
| IJR | March 31, 2025 | 130 | $14,979 | No longer tracked |
| SBLK | March 31, 2025 | 1,000 | $14,950 | 95.6% |
| SCHX | Sept. 30, 2025 | 611 | $14,931 | No longer tracked |
| CHX | March 31, 2025 | 547 | $14,873 | No longer tracked |
| MGK | Sept. 30, 2025 | 40 | $14,647 | No longer tracked |
| PFE | March 31, 2025 | 544 | $14,429 | 10.7% |
| IJR | Sept. 30, 2025 | 130 | $14,208 | No longer tracked |
| SCHX | March 31, 2025 | 611 | $14,162 | No longer tracked |
| GS | Sept. 30, 2025 | 20 | $14,155 | 28.6% |
| MGK | March 31, 2025 | 40 | $13,736 | No longer tracked |
| MPC | March 31, 2025 | 98 | $13,671 | 149.0% |
| GD | Sept. 30, 2025 | 45 | $13,125 | 13.8% |
| GLD | March 31, 2025 | 52 | $12,591 | No longer tracked |
| MS | Sept. 30, 2025 | 87 | $12,255 | 33.2% |
| ACN | March 31, 2025 | 34 | $11,961 | -41.5% |
| GD | March 31, 2025 | 45 | $11,857 | 42.3% |
| DLB | March 31, 2025 | 150 | $11,753 | -19.8% |
| GBTC | March 31, 2025 | 156 | $11,547 | No longer tracked |
| GS | March 31, 2025 | 20 | $11,452 | 87.5% |
| BA | Sept. 30, 2025 | 54 | $11,315 | -0.6% |
| DLB | Sept. 30, 2025 | 150 | $11,176 | -11.0% |
| MSTY | Sept. 30, 2025 | 500 | $11,085 | No longer tracked |
| CHKP | Sept. 30, 2025 | 50 | $11,063 | -37.4% |
| TRV | Sept. 30, 2025 | 41 | $10,969 | 31.2% |
| ARKK | March 31, 2025 | 193 | $10,957 | No longer tracked |
| MS | March 31, 2025 | 87 | $10,938 | 81.4% |
| TRV | March 31, 2025 | 45 | $10,840 | 38.6% |
| BITO | Sept. 30, 2025 | 500 | $10,755 | No longer tracked |
| WFC | March 31, 2025 | 153 | $10,747 | 17.9% |
| SMCY | Sept. 30, 2025 | 500 | $10,605 | No longer tracked |
| PAPR | Sept. 30, 2025 | 283 | $10,553 | No longer tracked |
| WCLD | March 31, 2025 | 280 | $10,506 | |
| UPS | March 31, 2025 | 83 | $10,466 | -6.1% |
| PAPR | March 31, 2025 | 283 | $10,387 | No longer tracked |
| ACN | Sept. 30, 2025 | 34 | $10,162 | -26.0% |
| URNM | March 31, 2025 | 242 | $9,755 | No longer tracked |
| CTSH | Sept. 30, 2025 | 125 | $9,754 | -9.2% |
| JNJ | Sept. 30, 2025 | 63 | $9,623 | 44.1% |
| CTSH | March 31, 2025 | 125 | $9,613 | -20.4% |
| BA | March 31, 2025 | 54 | $9,558 | 25.8% |
| STZ | March 31, 2025 | 43 | $9,503 | -26.8% |
| UNP | Sept. 30, 2025 | 41 | $9,433 | 29.6% |
| UNP | March 31, 2025 | 41 | $9,350 | 29.6% |
| GM | March 31, 2025 | 173 | $9,216 | 86.5% |
| BAC | March 31, 2025 | 210 | $9,214 | 49.6% |
| EMN | March 31, 2025 | 100 | $9,132 | -15.4% |
| CONY | Sept. 30, 2025 | 1,000 | $9,130 | No longer tracked |
| JNJ | March 31, 2025 | 63 | $9,111 | 61.1% |
| NXPI | Sept. 30, 2025 | 41 | $8,958 | -1.2% |
| QQEW | March 31, 2025 | 71 | $8,872 | |
| CSCO | Sept. 30, 2025 | 125 | $8,673 | 62.3% |
| SNOY | Sept. 30, 2025 | 500 | $8,625 | No longer tracked |
| CVS | Sept. 30, 2025 | 125 | $8,623 | 24.1% |
| DLN | Sept. 30, 2025 | 104 | $8,543 | No longer tracked |
| NXPI | March 31, 2025 | 41 | $8,522 | 18.4% |
| LIT | Sept. 30, 2025 | 216 | $8,282 | No longer tracked |
| DLN | March 31, 2025 | 104 | $8,090 | No longer tracked |
| UAL | March 31, 2025 | 83 | $8,059 | 63.7% |
| DFS | March 31, 2025 | 46 | $7,969 | No longer tracked |
| TOL | March 31, 2025 | 60 | $7,557 | 37.9% |
| EMN | Sept. 30, 2025 | 100 | $7,466 | 18.3% |
| CL | March 31, 2025 | 82 | $7,455 | -3.7% |
| CL | Sept. 30, 2025 | 82 | $7,454 | 12.9% |
| NOW | March 31, 2025 | 7 | $7,421 | -18.6% |
| CSCO | March 31, 2025 | 125 | $7,400 | 79.9% |
| FAD | Sept. 30, 2025 | 50 | $7,341 | |
| NOW | Sept. 30, 2025 | 7 | $7,197 | -29.5% |
| CI | March 31, 2025 | 26 | $7,180 | -15.9% |
| C | March 31, 2025 | 101 | $7,109 | 85.7% |
| ERTH | Sept. 30, 2025 | 166 | $7,052 | No longer tracked |
| BDX | March 31, 2025 | 31 | $7,033 | 4.8% |
| STZ | Sept. 30, 2025 | 43 | $6,995 | -0.3% |
| LRCX | Sept. 30, 2025 | 70 | $6,814 | 134.5% |
| ISCG | Sept. 30, 2025 | 135 | $6,718 | No longer tracked |
| ERTH | March 31, 2025 | 166 | $6,713 | No longer tracked |
| QCOM | Sept. 30, 2025 | 42 | $6,689 | -3.2% |
| ARKG | March 31, 2025 | 281 | $6,616 | No longer tracked |
| CI | Sept. 30, 2025 | 20 | $6,612 | -4.0% |
| UAL | Sept. 30, 2025 | 83 | $6,609 | 17.1% |
| HRB | March 31, 2025 | 123 | $6,499 | -4.4% |
| BYD | March 31, 2025 | 89 | $6,456 | 23.3% |
| QCOM | March 31, 2025 | 42 | $6,452 | 4.8% |
| MFC | Sept. 30, 2025 | 200 | $6,392 | 37.5% |
| BNO | March 31, 2025 | 212 | $6,349 | No longer tracked |
| NKE | March 31, 2025 | 82 | $6,205 | -36.1% |
| MFC | March 31, 2025 | 200 | $6,142 | 37.5% |
| OIH | March 31, 2025 | 22 | $5,967 | No longer tracked |
| XSD | March 31, 2025 | 24 | $5,963 | No longer tracked |
| ATO | Sept. 30, 2025 | 38 | $5,856 | -0.8% |
| UAPR | March 31, 2025 | 189 | $5,828 | No longer tracked |
| NKE | Sept. 30, 2025 | 82 | $5,825 | -41.8% |
| CVS | March 31, 2025 | 125 | $5,611 | 38.1% |
| UAPR | Sept. 30, 2025 | 177 | $5,540 | No longer tracked |
| DVN | March 31, 2025 | 166 | $5,433 | 31.4% |
| DMAC | March 31, 2025 | 1,000 | $5,430 | 72.6% |
| BDX | Sept. 30, 2025 | 31 | $5,340 | 28.3% |
| MAR | March 31, 2025 | 19 | $5,300 | 49.9% |
| MUR | March 31, 2025 | 175 | $5,296 | 34.4% |
| ATO | March 31, 2025 | 38 | $5,292 | 9.5% |
| C | Sept. 30, 2025 | 61 | $5,192 | 29.8% |
| IJT | March 31, 2025 | 38 | $5,144 | |
| TJX | March 31, 2025 | 42 | $5,074 | 15.9% |
| LRCXXXXX | March 31, 2025 | 70 | $5,056 | No longer tracked |
| X | March 31, 2025 | 147 | $4,997 | No longer tracked |
| LMT | March 31, 2025 | 10 | $4,859 | 27.3% |
| PFE | Sept. 30, 2025 | 199 | $4,820 | 10.1% |
| INSW | March 31, 2025 | 133 | $4,780 | 203.9% |
| GM | Sept. 30, 2025 | 96 | $4,724 | 43.9% |
| ALLY | March 31, 2025 | 131 | $4,717 | 17.9% |
| TSN | March 31, 2025 | 82 | $4,710 | -9.5% |
| LMT | Sept. 30, 2025 | 10 | $4,631 | 13.9% |
| TSN | Sept. 30, 2025 | 82 | $4,587 | 6.4% |
| MSOS | March 31, 2025 | 1,199 | $4,568 | No longer tracked |
| XLV | March 31, 2025 | 32 | $4,402 | No longer tracked |
| FCNCA | March 31, 2025 | 2 | $4,226 | 17.6% |
| XLK | March 31, 2025 | 18 | $4,185 | No longer tracked |
| JETS | March 31, 2025 | 162 | $4,107 | No longer tracked |
| DSX | March 31, 2025 | 2,089 | $4,094 | 72.1% |
| VKTX | March 31, 2025 | 100 | $4,024 | 44.2% |
| CVX | March 31, 2025 | 27 | $3,911 | 23.5% |
| PRU | March 31, 2025 | 33 | $3,911 | 9.6% |
| DMAC | Sept. 30, 2025 | 1,000 | $3,900 | -4.8% |
| CFG | March 31, 2025 | 89 | $3,895 | 71.8% |
| EEM | March 31, 2025 | 92 | $3,847 | No longer tracked |
| GIII | March 31, 2025 | 116 | $3,784 | 23.6% |
| REMX | March 31, 2025 | 97 | $3,784 | No longer tracked |
| MCB | March 31, 2025 | 64 | $3,738 | 65.2% |
| BG | Sept. 30, 2025 | 45 | $3,613 | 44.7% |
| VTWO | March 31, 2025 | 40 | $3,573 | |
| D | Sept. 30, 2025 | 63 | $3,561 | 10.4% |
| GDX | March 31, 2025 | 105 | $3,561 | No longer tracked |
| BG | March 31, 2025 | 45 | $3,499 | 53.8% |
| FELC | Sept. 30, 2025 | 99 | $3,415 | No longer tracked |
| D | March 31, 2025 | 63 | $3,393 | 20.5% |
| FELC | March 31, 2025 | 99 | $3,260 | No longer tracked |
| IWO | March 31, 2025 | 11 | $3,166 | No longer tracked |
| IWO | Sept. 30, 2025 | 11 | $3,144 | No longer tracked |
| LBTYK | March 31, 2025 | 236 | $3,101 | -14.0% |
| GDXJ | March 31, 2025 | 72 | $3,078 | No longer tracked |
| JWN | March 31, 2025 | 125 | $3,019 | No longer tracked |
| USFR | March 31, 2025 | 59 | $2,969 | No longer tracked |
| USFR | Sept. 30, 2025 | 59 | $2,968 | No longer tracked |
| MSOS | Sept. 30, 2025 | 1,199 | $2,890 | No longer tracked |
| CNNE | March 31, 2025 | 141 | $2,800 | -17.5% |
| TFC | March 31, 2025 | 64 | $2,776 | 23.2% |
| AEM | March 31, 2025 | 34 | $2,659 | 100.0% |
| SNREY | Sept. 30, 2025 | 47 | $2,658 | No longer tracked |
| VKTX | Sept. 30, 2025 | 100 | $2,650 | 32.5% |
| SLV | March 31, 2025 | 99 | $2,607 | No longer tracked |
| LBTYK | Sept. 30, 2025 | 236 | $2,433 | -12.3% |
| DIS | Sept. 30, 2025 | 18 | $2,232 | -6.4% |
| DIS | March 31, 2025 | 20 | $2,227 | 8.5% |
| AMT | Sept. 30, 2025 | 10 | $2,210 | -8.1% |
| SNY | Sept. 30, 2025 | 45 | $2,174 | -3.3% |
| SNY | March 31, 2025 | 45 | $2,170 | -17.7% |
| PPLT | March 31, 2025 | 26 | $2,159 | No longer tracked |
| LIND | March 31, 2025 | 181 | $2,147 | 236.9% |
| FSK | March 31, 2025 | 97 | $2,107 | -43.2% |
| SLX | March 31, 2025 | 35 | $2,046 | No longer tracked |
| FSK | Sept. 30, 2025 | 97 | $2,013 | -20.3% |
| ESPO | March 31, 2025 | 24 | $2,001 | 13.1% |
| NBR | March 31, 2025 | 34 | $1,944 | 117.8% |
| JBLU | March 31, 2025 | 235 | $1,847 | -0.6% |
| AMT | March 31, 2025 | 10 | $1,834 | -18.8% |
| AU | March 31, 2025 | 78 | $1,800 | 225.0% |
| VTI | March 31, 2025 | 6 | $1,762 | No longer tracked |
| LUV | March 31, 2025 | 50 | $1,681 | 20.2% |
| LNC | March 31, 2025 | 51 | $1,617 | 18.9% |
| XLV | Sept. 30, 2025 | 12 | $1,617 | No longer tracked |
| VOO | March 31, 2025 | 3 | $1,616 | No longer tracked |
| AAL | March 31, 2025 | 92 | $1,604 | 29.7% |
| PALL | March 31, 2025 | 19 | $1,587 | No longer tracked |
| DBMF | March 31, 2025 | 58 | $1,517 | No longer tracked |
| CLB | March 31, 2025 | 85 | $1,471 | -16.3% |
| CZR | March 31, 2025 | 43 | $1,437 | 18.7% |
| SCHB | Sept. 30, 2025 | 60 | $1,430 | No longer tracked |
| VBR | March 31, 2025 | 7 | $1,387 | No longer tracked |
| XTN | March 31, 2025 | 16 | $1,387 | No longer tracked |
| SCHB | March 31, 2025 | 60 | $1,362 | No longer tracked |
| CCI | Sept. 30, 2025 | 13 | $1,335 | -21.2% |
| KSS | March 31, 2025 | 95 | $1,334 | 115.5% |
| BTCXXXX | March 31, 2025 | 31 | $1,298 | No longer tracked |
| FEM | March 31, 2025 | 55 | $1,212 | |
| CCI | March 31, 2025 | 13 | $1,180 | -27.1% |
| IWS | March 31, 2025 | 9 | $1,164 | No longer tracked |
| ASGI | March 31, 2025 | 64 | $1,122 | 34.4% |
| ARKW | March 31, 2025 | 9 | $972 | No longer tracked |
| CIBR | March 31, 2025 | 14 | $888 | |
| SIL | March 31, 2025 | 24 | $762 | No longer tracked |
| STLD | March 31, 2025 | 5 | $570 | 83.0% |
| BAC | Sept. 30, 2025 | 12 | $558 | 21.0% |
| WCC | March 31, 2025 | 3 | $543 | 121.0% |
| VTRS | March 31, 2025 | 42 | $523 | 84.4% |
| BRSL | March 31, 2025 | 27 | $477 | -26.4% |
| SCHH | Sept. 30, 2025 | 22 | $466 | No longer tracked |
| SCHH | March 31, 2025 | 22 | $463 | No longer tracked |
| SCHF | Sept. 30, 2025 | 20 | $442 | No longer tracked |
| LQD | Sept. 30, 2025 | 4 | $438 | No longer tracked |
| BRSL | Sept. 30, 2025 | 27 | $427 | -30.6% |
| LQD | March 31, 2025 | 4 | $427 | No longer tracked |
| IPAY | March 31, 2025 | 7 | $406 | No longer tracked |
| ITOT | Sept. 30, 2025 | 3 | $405 | No longer tracked |
| PAAS | March 31, 2025 | 20 | $404 | 103.7% |
| VWO | Sept. 30, 2025 | 8 | $396 | No longer tracked |
| ITOT | March 31, 2025 | 3 | $386 | No longer tracked |
| OGN | March 31, 2025 | 25 | $373 | -7.8% |
| SCHF | March 31, 2025 | 20 | $370 | No longer tracked |
| VWO | March 31, 2025 | 8 | $352 | No longer tracked |
| PCY | Sept. 30, 2025 | 17 | $347 | No longer tracked |
| HSY | March 31, 2025 | 2 | $339 | 9.9% |
| PCY | March 31, 2025 | 17 | $337 | No longer tracked |
| BTG | March 31, 2025 | 128 | $312 | No longer tracked |
| ATAI | March 31, 2025 | 233 | $310 | 447.4% |
| ROST | March 31, 2025 | 2 | $303 | 86.5% |
| EMR | March 31, 2025 | 2 | $248 | 42.3% |
| APPN | March 31, 2025 | 7 | $231 | 28.7% |
| XOM | March 31, 2025 | 2 | $215 | 39.9% |
| HOG | March 31, 2025 | 6 | $181 | 11.9% |
| PYPL | March 31, 2025 | 2 | $171 | -4.7% |
| MKC | March 31, 2025 | 2 | $152 | -32.8% |
| DLTR | March 31, 2025 | 2 | $150 | 73.5% |
| EMBC | March 31, 2025 | 7 | $145 | -58.5% |
| TAN | March 31, 2025 | 4 | $132 | No longer tracked |
| TPR | March 31, 2025 | 2 | $131 | 85.6% |
| PINS | March 31, 2025 | 3 | $87 | -25.6% |
| AWAY | March 31, 2025 | 4 | $86 | No longer tracked |
| XYZ | March 31, 2025 | 1 | $85 | 47.4% |
| JCI | March 31, 2025 | 1 | $79 | 81.0% |
| OPXXXX | March 31, 2025 | 68 | $79 | No longer tracked |
| ACES | March 31, 2025 | 3 | $78 | No longer tracked |
| LMND | March 31, 2025 | 2 | $73 | 63.5% |
| JD | March 31, 2025 | 2 | $69 | -28.8% |
| EMBC | Sept. 30, 2025 | 7 | $68 | -62.5% |
| OGN | Sept. 30, 2025 | 7 | $68 | 28.6% |
| TGB | Sept. 30, 2025 | 20 | $63 | No longer tracked |
| PBW | March 31, 2025 | 3 | $60 | No longer tracked |
| DSXWS | March 31, 2025 | 417 | $46 | No longer tracked |
| CPRI | March 31, 2025 | 2 | $42 | -29.5% |
| WBD | March 31, 2025 | 4 | $42 | 164.9% |
| GNSS | March 31, 2025 | 15 | $39 | -22.5% |
| TGB | March 31, 2025 | 20 | $39 | No longer tracked |
| TDOC | March 31, 2025 | 4 | $36 | -19.3% |
| SAVEQ | March 31, 2025 | 80 | $27 | No longer tracked |
| SFIX | March 31, 2025 | 4 | $17 | 2.8% |
| TBCH | March 31, 2025 | 1 | $17 | -14.2% |
| XOS | March 31, 2025 | 5 | $16 | 20.1% |