Merited Wealth, LLC
CIK 2123943 · View on SEC EDGAR ↗
- Portfolio value
- $141.4M
- Positions
- 73
- As of
- June 30, 2026
#7,583 of 9,443 by 13F value · top 80.3%
Portfolio value QoQ: +17.3% 13F does not disclose cash
- Top 10 holdings weight
- 56.76%
- Top 25 holdings weight
- 81.32%
- Positions above 1%
- 24
- Effective number of positions
- 17.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 25.63% Est. buys $44,595,297 · sells $33,578,495
- New positions
- 0
- Increased
- 21
- Decreased
- 46
- Closed
- 6
On this page
Sector breakdown
Technology
3.3%
Consumer products
2.2%
Healthcare
1.0%
Communication Services
1.0%
Retail
0.6%
Real Estate
0.4%
Other/Unmapped
91.5%
Full portfolio 73 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $24,730,940 | 17.49% | 33,023 | $14,232,082 | Up ×2 | ||
| AGG | $10,715,431 | 7.58% | 108,259 | $4,784,855 | Up ×2 | ||
| JCPB | $9,040,343 | 6.39% | 192,594 | $4,002,429 | Up ×2 | ||
| AVDE | $8,068,275 | 5.71% | 90,452 | $3,932,123 | Up ×2 | ||
| JIRE | $6,503,182 | 4.60% | 78,836 | $3,722,842 | Up ×2 | ||
| JGRO | $6,366,942 | 4.50% | 64,580 | $3,865,573 | Up ×2 | ||
| JAVA | $4,713,134 | 3.33% | 59,352 | $2,472,151 | Up ×2 | ||
| BKAG | $3,447,073 | 2.44% | 82,171 | $2,694,563 | Up ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $3,352,936 | 2.37% | 72,653 | $3,081,246 | Up ×2 | ||
| DFAC | $3,333,113 | 2.36% | 75,138 | $355,388 | Down ×1 | ||
| DFAX | $3,313,026 | 2.34% | 89,930 | $196,822 | Down ×1 | ||
| CGDV | $3,252,960 | 2.30% | 66,010 | $615,357 | Up ×2 | ||
| MGK | $3,159,072 | 2.23% | 35,935 | $341,910 | Up ×2 | ||
| LEN Lennar Corporation Class A Common Stock | $3,140,908 | 2.22% | 34,710 | $110,192 | Down ×1 | ||
| BBUS | $3,089,938 | 2.18% | 22,936 | $372,182 | Down ×1 | ||
| DFUS | $2,873,888 | 2.03% | 35,073 | $344,316 | Down ×1 | ||
| MGV | $2,095,842 | 1.48% | 12,823 | $122,783 | Down ×1 | ||
| BINC | $2,007,667 | 1.42% | 38,358 | $1,029,549 | Up ×2 | ||
| CGBL | $2,000,588 | 1.41% | 52,703 | $-3,344,232 | Down ×1 | ||
| VT | $1,920,559 | 1.36% | 12,237 | $-3,013,558 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,867,529 | 1.32% | 6,454 | $227,538 | Down ×1 | ||
| CGGE | $1,628,743 | 1.15% | 46,219 | $-2,449,400 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1,525,971 | 1.08% | 1,322 | $1,082,725 | Up ×2 | ||
| BBIN | $1,470,324 | 1.04% | 18,831 | $111,169 | Up ×2 | ||
| JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF | $1,381,469 | 0.98% | 21,626 | $585,982 | Up ×2 | ||
| VV | $1,357,413 | 0.96% | 3,947 | $286,335 | Up ×1 | ||
| CGDG | $1,344,599 | 0.95% | 35,846 | $-1,818,493 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,085,484 | 0.77% | 905 | $253,092 | |||
| CGGR | $1,041,906 | 0.74% | 22,074 | $-2,121,420 | Down ×1 | ||
| CGCB | $1,027,190 | 0.73% | 39,236 | $-1,573,330 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $872,121 | 0.62% | 2,338 | $-12,215 | Down ×1 | ||
| CGGO | $855,441 | 0.60% | 20,209 | $-1,514,659 | Down ×1 | ||
| VOO | $850,958 | 0.60% | 1,239 | $60,997 | Down ×1 | ||
| CGMS | $800,441 | 0.57% | 29,288 | $-1,213,761 | Down ×1 | ||
| CGUS | $786,800 | 0.56% | 17,689 | $-1,696,048 | Down ×1 | ||
| VBR | $734,715 | 0.52% | 3,024 | $41,905 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $682,987 | 0.48% | 1,933 | $129,634 | Up ×1 | ||
| ILCG | $674,503 | 0.48% | 5,764 | $184,786 | Up ×1 | ||
| CGCP | $651,470 | 0.46% | 29,227 | $-842,563 | Down ×1 | ||
| MINT | $621,890 | 0.44% | 6,169 | $-681,296 | Down ×1 | ||
| VOE | $618,222 | 0.44% | 3,129 | $1,068 | Down ×1 | ||
| VOT | $585,194 | 0.41% | 1,911 | $54,024 | Down ×1 | ||
| MRP Millrose Properties, Inc. Class A Common Stock | $583,631 | 0.41% | 19,422 | $31,415 | Down ×1 | ||
| MTUM | $569,274 | 0.40% | 1,661 | $156,251 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $535,154 | 0.38% | 4,725 | $-52,069 | |||
| IDEV | $500,592 | 0.35% | 5,624 | $17,808 | Down ×1 | ||
| CGMM | $499,582 | 0.35% | 15,153 | $-979,270 | Down ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $497,942 | 0.35% | 9,365 | $-132,928 | Down ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $496,592 | 0.35% | 6,048 | $-336,209 | Down ×1 | ||
| DFAT | $489,313 | 0.35% | 7,000 | $33,740 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $444,200 | 0.31% | 2,220 | $63,485 | Up ×2 | ||
| BNDX Vanguard Total International Bond ETF | $439,201 | 0.31% | 9,069 | $-552,156 | Down ×1 | ||
| CGNG | $431,013 | 0.30% | 11,506 | $-587,433 | Down ×1 | ||
| BBMC | $422,011 | 0.30% | 3,319 | $62,198 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $409,546 | 0.29% | 1,146 | $80,002 | |||
| VXF | $406,000 | 0.29% | 1,649 | $66,224 | Down ×1 | ||
| VBK | $372,103 | 0.26% | 1,018 | $48,393 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $371,573 | 0.26% | 894 | $104,501 | Down ×1 | ||
| DGRO | $371,124 | 0.26% | 4,897 | $-416,207 | Down ×1 | ||
| DFNM | $367,076 | 0.26% | 7,594 | $-232,816 | Down ×1 | ||
| JQUA | $351,931 | 0.25% | 4,869 | $53,364 | |||
| JVAL | $331,492 | 0.23% | 5,653 | $55,286 | |||
| SCHD | $321,220 | 0.23% | 10,130 | $-391,812 | Down ×1 | ||
| VYM | $318,331 | 0.23% | 2,014 | $-360,022 | Down ×1 | ||
| EFA | $300,836 | 0.21% | 2,896 | $10,417 | Down ×1 | ||
| GOVT | $267,440 | 0.19% | 11,740 | $-175,319 | Down ×1 | ||
| IEMG | $266,993 | 0.19% | 3,223 | $34,795 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $259,677 | 0.18% | 461 | $2,218 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $258,361 | 0.18% | 1,084 | $-7,600 | Down ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $255,817 | 0.18% | 4,988 | $-73,848 | Down ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $237,730 | 0.17% | 5,079 | $-71,248 | Down ×1 | ||
| DYNF | $233,750 | 0.17% | 3,437 | $22,498 | Down ×1 | ||
| VUG | $217,073 | 0.15% | 2,520 | $-525,033 | Up ×2 | ||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +17K | +$14.2M |
| AGG | Bought more | +49K | +$4.8M |
| JCPB | Bought more | +86K | +$4.0M |
| AVDE | Bought more | +42K | +$3.9M |
| JGRO | Bought more | +35K | +$3.9M |
| JIRE | Bought more | +42K | +$3.7M |
| CGBL | Trimmed | -103K | -$3.3M |
| VT | Trimmed | -23K | -$3.0M |
| BKAG | Bought more | +64K | +$2.7M |
| JAVA | Bought more | +28K | +$2.5M |
1 position 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 |
|---|---|---|---|---|
| SGOV | June 30, 2026 | 18,872 | $1,899,656 | -0.1% |
| AMP | June 30, 2026 | 2,580 | $1,146,552 | 21.4% |
| CGSD | March 31, 2026 | 29,443 | $765,811 | No longer tracked |
| VGSH | March 31, 2026 | 11,377 | $668,172 | |
| SHYG | June 30, 2026 | 9,433 | $399,110 | No longer tracked |
| SHV | June 30, 2026 | 2,339 | $258,202 | |
| VTIP | June 30, 2026 | 4,887 | $244,106 | |
| COST | June 30, 2026 | 203 | $202,275 | 0.2% |
| JPM | March 31, 2026 | 590 | $190,109 | 20.7% |
| BRO | March 31, 2026 | 2,377 | $189,447 | 10.4% |
| CGCV | March 31, 2026 | 5,866 | $178,854 | No longer tracked |
| IGV | March 31, 2026 | 1,595 | $168,576 | No longer tracked |
| CWB | March 31, 2026 | 1,826 | $162,879 | No longer tracked |
| HEIA | March 31, 2026 | 625 | $157,769 | No longer tracked |
| IEI | March 31, 2026 | 1,289 | $153,842 | |
| V | March 31, 2026 | 437 | $153,260 | 21.6% |
| BX | March 31, 2026 | 934 | $143,966 | 24.5% |
| IMKTA | March 31, 2026 | 2,000 | $137,100 | -7.1% |
| ORCL | March 31, 2026 | 596 | $116,166 | -3.1% |
| HD | March 31, 2026 | 320 | $110,113 | 2.7% |
| SPIB | March 31, 2026 | 3,100 | $104,810 | No longer tracked |
| JNJ | March 31, 2026 | 504 | $104,303 | 11.2% |
| JNK | March 31, 2026 | 1,051 | $102,168 | No longer tracked |
| TLH | March 31, 2026 | 943 | $95,875 | No longer tracked |
| ROP | March 31, 2026 | 210 | $93,477 | 15.6% |
| ADSK | March 31, 2026 | 300 | $88,803 | 5.9% |
| TSM | March 31, 2026 | 283 | $86,000 | 22.2% |
| SO | March 31, 2026 | 969 | $84,497 | -4.2% |
| SPY | March 31, 2026 | 117 | $79,785 | No longer tracked |
| GS | March 31, 2026 | 88 | $77,352 | 20.2% |
| GE | March 31, 2026 | 239 | $73,619 | 24.4% |
| SPGI | March 31, 2026 | 134 | $70,026 | 1.0% |
| KO | March 31, 2026 | 973 | $68,023 | 19.8% |
| IGSB | March 31, 2026 | 1,260 | $66,629 | |
| ETN | March 31, 2026 | 199 | $63,383 | 16.5% |
| MBB | March 31, 2026 | 663 | $63,130 | |
| WCN | March 31, 2026 | 360 | $63,130 | 4.2% |
| AXP | March 31, 2026 | 170 | $62,892 | 10.6% |
| CME | March 31, 2026 | 223 | $60,898 | -8.9% |
| ET | March 31, 2026 | 3,550 | $58,540 | 10.0% |
| IJK | March 31, 2026 | 596 | $57,740 | No longer tracked |
| BRKB | March 31, 2026 | 110 | $55,292 | No longer tracked |
| LQD | March 31, 2026 | 498 | $54,874 | No longer tracked |
| IJJ | March 31, 2026 | 412 | $54,215 | No longer tracked |
| MRK | March 31, 2026 | 489 | $51,472 | 25.0% |
| XOM | March 31, 2026 | 425 | $51,144 | -1.3% |
| NBIS | March 31, 2026 | 532 | $50,376 | 108.2% |
| BLK | March 31, 2026 | 47 | $50,305 | 19.8% |
| BSX | March 31, 2026 | 523 | $49,868 | -18.0% |
| CARR | March 31, 2026 | 915 | $48,349 | 7.7% |
| EPD | March 31, 2026 | 1,508 | $48,346 | 1.4% |
| PFE | March 31, 2026 | 1,925 | $47,933 | -0.9% |
| VIS | March 31, 2026 | 149 | $44,459 | No longer tracked |
| CSCO | March 31, 2026 | 570 | $43,907 | 42.0% |
| AMT | March 31, 2026 | 250 | $43,893 | 2.7% |
| TRV | March 31, 2026 | 149 | $43,219 | 24.7% |
| MA | March 31, 2026 | 75 | $42,816 | 15.5% |
| AVGO | March 31, 2026 | 123 | $42,571 | 17.7% |
| PCAR | March 31, 2026 | 380 | $41,613 | 10.3% |
| EUFN | March 31, 2026 | 1,075 | $39,872 | |
| GD | March 31, 2026 | 117 | $39,389 | 14.1% |
| MDLZ | March 31, 2026 | 722 | $38,865 | 12.0% |
| DHR | March 31, 2026 | 163 | $37,314 | 13.2% |
| VIRT | March 31, 2026 | 1,100 | $36,652 | 32.7% |
| EMR | March 31, 2026 | 270 | $35,834 | 18.6% |
| ACN | March 31, 2026 | 127 | $34,074 | -6.7% |
| ADP | March 31, 2026 | 130 | $33,440 | 37.5% |
| APH | March 31, 2026 | 243 | $32,839 | 21.6% |
| VGT | March 31, 2026 | 43 | $32,413 | No longer tracked |
| BKNG | March 31, 2026 | 6 | $32,131 | 26.3% |
| NEE | March 31, 2026 | 400 | $32,112 | -7.7% |
| COF | March 31, 2026 | 131 | $31,749 | 17.1% |
| CVX | March 31, 2026 | 205 | $31,244 | 0.5% |
| PG | March 31, 2026 | 206 | $29,522 | -0.1% |
| MDT | March 31, 2026 | 305 | $29,298 | 8.6% |
| MPLX | March 31, 2026 | 545 | $29,087 | 3.0% |
| UL | March 31, 2026 | 444 | $29,038 | 11.7% |
| PM | March 31, 2026 | 180 | $28,872 | 15.5% |
| ICE | March 31, 2026 | 175 | $28,346 | 0.2% |
| AME | March 31, 2026 | 137 | $28,128 | 12.0% |
| HEI | March 31, 2026 | 83 | $26,859 | 31.7% |
| VIG | March 31, 2026 | 122 | $26,813 | No longer tracked |
| DIS | March 31, 2026 | 223 | $25,371 | 12.1% |
| NFLX | March 31, 2026 | 270 | $25,315 | -16.1% |
| UPS | March 31, 2026 | 253 | $25,095 | 3.9% |
| FER | March 31, 2026 | 386 | $24,939 | -2.0% |
| AMD | March 31, 2026 | 111 | $23,772 | 129.1% |
| VCIT | March 31, 2026 | 274 | $22,949 | |
| SDY | March 31, 2026 | 162 | $22,544 | No longer tracked |
| SHEL | March 31, 2026 | 304 | $22,338 | 1.7% |
| NVO | March 31, 2026 | 426 | $21,674 | 26.6% |
| ASTS | March 31, 2026 | 296 | $21,500 | -21.0% |
| CRM | March 31, 2026 | 80 | $21,193 | 10.2% |
| TMO | March 31, 2026 | 35 | $20,281 | 26.1% |
| GEV | March 31, 2026 | 31 | $20,261 | 11.3% |
| WMB | March 31, 2026 | 330 | $19,836 | 0.8% |
| MPC | March 31, 2026 | 120 | $19,516 | 49.3% |
| CTSH | March 31, 2026 | 224 | $18,592 | -0.1% |
| SCZ | March 31, 2026 | 233 | $18,064 | |
| TMUS | March 31, 2026 | 86 | $17,462 | -13.1% |
| QCOM | March 31, 2026 | 99 | $16,934 | 25.8% |
| INTC | March 31, 2026 | 454 | $16,753 | 106.0% |
| SBUX | March 31, 2026 | 194 | $16,337 | 17.6% |
| EMHY | March 31, 2026 | 404 | $16,309 | No longer tracked |
| ABT | March 31, 2026 | 119 | $14,909 | 11.9% |
| IR | March 31, 2026 | 181 | $14,339 | 0.6% |
| CRDO | March 31, 2026 | 98 | $14,101 | 145.8% |
| TSLA | March 31, 2026 | 30 | $13,492 | -7.1% |
| KLAC | March 31, 2026 | 11 | $13,366 | -87.4% |
| DG | March 31, 2026 | 100 | $13,277 | 2.7% |
| PPIH | March 31, 2026 | 430 | $13,055 | -11.1% |
| NUTX | March 31, 2026 | 79 | $13,005 | 100.2% |
| IDR | March 31, 2026 | 320 | $12,896 | No longer tracked |
| TT | March 31, 2026 | 33 | $12,843 | 9.0% |
| TGT | March 31, 2026 | 125 | $12,219 | 32.2% |
| BIL | March 31, 2026 | 131 | $11,971 | No longer tracked |
| SMID | March 31, 2026 | 313 | $11,373 | -16.7% |
| C | March 31, 2026 | 97 | $11,319 | 16.4% |
| GRRR | March 31, 2026 | 1,027 | $11,215 | 39.5% |
| GM | March 31, 2026 | 135 | $10,978 | 13.0% |
| MRVL | March 31, 2026 | 129 | $10,962 | 145.6% |
| NKE | March 31, 2026 | 170 | $10,831 | -23.2% |
| SYK | March 31, 2026 | 30 | $10,544 | 3.4% |
| CCLD | March 31, 2026 | 3,543 | $10,347 | -27.1% |
| MCD | March 31, 2026 | 32 | $9,780 | -12.8% |
| CAT | March 31, 2026 | 16 | $9,166 | 14.1% |
| MS | March 31, 2026 | 50 | $8,876 | 29.9% |
| CMCSA | March 31, 2026 | 290 | $8,668 | -7.2% |
| GILD | March 31, 2026 | 70 | $8,592 | 4.4% |
| VZ | March 31, 2026 | 205 | $8,350 | -1.6% |
| TPC | March 31, 2026 | 120 | $8,042 | 14.5% |
| SAN | March 31, 2026 | 679 | $7,965 | 26.1% |
| ING | March 31, 2026 | 281 | $7,868 | 33.8% |
| BA | March 31, 2026 | 36 | $7,816 | 10.2% |
| ASML | March 31, 2026 | 7 | $7,489 | 32.7% |
| COIN | March 31, 2026 | 33 | $7,462 | -2.4% |
| DAKT | March 31, 2026 | 361 | $7,137 | -0.7% |
| OKE | March 31, 2026 | 97 | $7,130 | 7.3% |
| IMPP | March 31, 2026 | 1,954 | $7,074 | 17.8% |
| AMRX | March 31, 2026 | 510 | $6,426 | 44.9% |
| AMAT | March 31, 2026 | 25 | $6,425 | 44.5% |
| NAGE | March 31, 2026 | 1,000 | $6,360 | -28.3% |
| FCX | March 31, 2026 | 121 | $6,146 | 16.4% |
| HCA | March 31, 2026 | 12 | $5,602 | -13.3% |
| LIN | March 31, 2026 | 13 | $5,543 | -1.7% |
| LENB | March 31, 2026 | 58 | $5,517 | No longer tracked |
| VEA | March 31, 2026 | 87 | $5,435 | No longer tracked |
| LMT | March 31, 2026 | 11 | $5,320 | -3.5% |
| BAC | March 31, 2026 | 94 | $5,170 | 29.0% |
| SCHP | March 31, 2026 | 174 | $4,610 | No longer tracked |
| TJX | March 31, 2026 | 30 | $4,608 | -11.2% |
| SYF | March 31, 2026 | 54 | $4,505 | 12.4% |
| NXPI | March 31, 2026 | 20 | $4,342 | 14.1% |
| ARKK | March 31, 2026 | 54 | $4,154 | No longer tracked |
| COCO | March 31, 2026 | 78 | $4,135 | 40.6% |
| SPTM | March 31, 2026 | 50 | $4,126 | No longer tracked |
| HMC | March 31, 2026 | 139 | $4,098 | 34.2% |
| BLND | March 31, 2026 | 1,345 | $4,089 | -11.7% |
| UBER | March 31, 2026 | 50 | $4,086 | 10.8% |
| UNP | March 31, 2026 | 17 | $3,933 | 24.3% |
| AON | March 31, 2026 | 11 | $3,882 | 8.6% |
| CSX | March 31, 2026 | 104 | $3,770 | 23.8% |
| SCHW | March 31, 2026 | 37 | $3,697 | 18.2% |
| HWM | March 31, 2026 | 17 | $3,485 | 21.5% |
| ISRG | March 31, 2026 | 6 | $3,398 | -14.3% |
| GEHC | March 31, 2026 | 41 | $3,363 | 5.1% |
| MCK | March 31, 2026 | 4 | $3,281 | -1.7% |
| CB | March 31, 2026 | 10 | $3,121 | 4.9% |
| RIO | March 31, 2026 | 39 | $3,121 | 8.0% |
| AWI | March 31, 2026 | 16 | $3,058 | 6.9% |
| AER | March 31, 2026 | 21 | $3,019 | 7.9% |
| TTE | March 31, 2026 | 46 | $3,009 | 0.9% |
| HOOD | March 31, 2026 | 25 | $2,828 | 41.6% |
| ADBE | March 31, 2026 | 8 | $2,800 | 12.7% |
| ANET | March 31, 2026 | 20 | $2,621 | 49.7% |
| CBRE | March 31, 2026 | 16 | $2,573 | 13.6% |
| GSK | March 31, 2026 | 52 | $2,550 | -5.0% |
| KHC | March 31, 2026 | 104 | $2,522 | 14.3% |
| PGR | March 31, 2026 | 11 | $2,505 | 10.9% |
| DDOG | March 31, 2026 | 18 | $2,448 | 97.1% |
| PYPL | March 31, 2026 | 40 | $2,335 | 36.4% |
| BP | March 31, 2026 | 66 | $2,292 | -3.9% |
| SONY | March 31, 2026 | 84 | $2,151 | 14.0% |
| EXE | March 31, 2026 | 19 | $2,097 | -11.6% |
| RELX | March 31, 2026 | 51 | $2,061 | 6.7% |
| CGXU | March 31, 2026 | 69 | $2,039 | No longer tracked |
| RIVN | March 31, 2026 | 100 | $1,971 | 4.4% |
| ALSN | March 31, 2026 | 20 | $1,958 | 8.0% |
| RYAAY | March 31, 2026 | 27 | $1,949 | -5.9% |
| SU | March 31, 2026 | 42 | $1,863 | 3.3% |
| DE | March 31, 2026 | 4 | $1,862 | 6.9% |
| MRSH | March 31, 2026 | 10 | $1,855 | 8.5% |
| USCB | March 31, 2026 | 100 | $1,842 | 22.2% |
| DUK | March 31, 2026 | 15 | $1,758 | -5.3% |
| NDAQ | March 31, 2026 | 18 | $1,748 | 14.2% |
| CP | March 31, 2026 | 23 | $1,693 | 20.4% |
| CI | March 31, 2026 | 6 | $1,651 | 4.3% |
| ABBV | March 31, 2026 | 7 | $1,599 | 22.0% |
| MICC | March 31, 2026 | 99 | $1,570 | 32.2% |
| AJG | March 31, 2026 | 6 | $1,553 | 20.3% |
| MAR | March 31, 2026 | 5 | $1,551 | 9.4% |
| NOW | March 31, 2026 | 10 | $1,532 | 24.0% |
| CTAS | March 31, 2026 | 8 | $1,505 | 20.0% |
| LULU | March 31, 2026 | 7 | $1,455 | -23.2% |
| BUD | March 31, 2026 | 22 | $1,409 | 12.5% |
| COP | March 31, 2026 | 15 | $1,404 | 2.2% |
| KKR | March 31, 2026 | 11 | $1,402 | 18.3% |
| IBN | March 31, 2026 | 46 | $1,371 | 14.5% |
| ORLY | March 31, 2026 | 15 | $1,368 | -3.3% |
| INTU | March 31, 2026 | 2 | $1,325 | -16.3% |
| VEU | March 31, 2026 | 18 | $1,324 | No longer tracked |
| SHW | March 31, 2026 | 4 | $1,296 | 7.2% |
| ZTS | March 31, 2026 | 10 | $1,258 | -35.9% |
| USMV | March 31, 2026 | 13 | $1,224 | No longer tracked |
| DKNG | March 31, 2026 | 35 | $1,206 | 20.7% |
| CCI | March 31, 2026 | 13 | $1,155 | -6.6% |
| CPRT | March 31, 2026 | 29 | $1,135 | 2.5% |
| PANW | March 31, 2026 | 6 | $1,105 | 121.9% |
| WAB | March 31, 2026 | 5 | $1,067 | 17.0% |
| ITW | March 31, 2026 | 4 | $985 | 9.0% |
| SAP | March 31, 2026 | 4 | $972 | 26.3% |
| SPTL | March 31, 2026 | 36 | $953 | No longer tracked |
| CCEP | March 31, 2026 | 10 | $907 | 18.4% |
| DXIV | March 31, 2026 | 10 | $651 | No longer tracked |
| DXUV | March 31, 2026 | 9 | $538 | No longer tracked |
| BRBR | March 31, 2026 | 10 | $267 | -32.0% |
| OGN | March 31, 2026 | 24 | $172 | 129.3% |