Morton Brown Family Wealth, LLC
CIK 1909851 · View on SEC EDGAR ↗
- Portfolio value
- $441.1M
- Positions
- 416
- As of
- June 30, 2026
#4,120 of 9,443 by 13F value · top 43.6%
Portfolio value QoQ: +16.6% 13F does not disclose cash
- Top 10 holdings weight
- 79.65%
- Top 25 holdings weight
- 93.38%
- Positions above 1%
- 14
- Effective number of positions
- 8.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.36% Est. buys $27,550,374 · sells $1,492,316
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 76.9% still held
- New positions
- 135
- Increased
- 104
- Decreased
- 38
- Closed
- 11
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
1.7%
Industrials
0.3%
Materials
0.2%
Financials
0.2%
Communication Services
0.2%
Consumer Discretionary
0.2%
Retail
0.2%
Healthcare
0.2%
Energy
0.1%
Utilities
0.1%
Financial Services
0.1%
Communications
0.0%
Consumer Staples
0.0%
Consumer products
0.0%
Logistics & Transportation
0.0%
Telecommunication
0.0%
Real Estate
0.0%
Other/Unmapped
96.5%
Full portfolio 416 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $123,413,293 | 27.98% | 4,261,509 | $22,564,795 | Up ×3 | ||
| AVEM | $46,368,137 | 10.51% | 480,549 | $8,873,557 | Up ×2 | ||
| VEA | $37,950,272 | 8.60% | 532,635 | $5,428,566 | Up ×6 | ||
| AVUV | $30,798,560 | 6.98% | 246,862 | $5,110,950 | Up ×6 | ||
| AVDV | $26,293,299 | 5.96% | 255,151 | $2,180,354 | Up ×2 | ||
| MUB | $21,827,151 | 4.95% | 202,817 | $3,213,167 | Up ×3 | ||
| SCHR | $18,814,583 | 4.27% | 762,960 | $1,335,083 | Up ×6 | ||
| SPY SPY | $16,550,771 | 3.75% | 22,163 | $2,102,906 | Down ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $14,935,368 | 3.39% | 180,706 | $1,462,539 | Up ×6 | ||
| REET | $14,370,830 | 3.26% | 520,305 | $2,021,497 | Up ×6 | ||
| BNDX Vanguard Total International Bond ETF | $12,425,146 | 2.82% | 256,559 | $1,062,117 | Up ×6 | ||
| MUNI | $9,986,061 | 2.26% | 189,849 | $558,358 | Up ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $6,049,236 | 1.37% | 76,544 | $508,720 | Up ×6 | ||
| SUB | $5,913,923 | 1.34% | 55,545 | $45,619 | Up ×2 | ||
| EFA | $3,453,594 | 0.78% | 33,246 | $177,788 | Down ×6 | ||
| SCHC | $3,304,593 | 0.75% | 68,674 | $89,722 | Down ×4 | ||
| HDV | $2,950,503 | 0.67% | 107,643 | $-49,358 | Up ×1 | ||
| IEFA | $2,631,032 | 0.60% | 27,242 | $149,786 | Down ×6 | ||
| VB | $2,454,969 | 0.56% | 8,099 | $332,631 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $2,433,388 | 0.55% | 8,410 | $254,854 | Down ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,377,473 | 0.54% | 3,229 | $463,251 | Down ×1 | ||
| VTI | $1,883,573 | 0.43% | 5,090 | $308,373 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $1,689,735 | 0.38% | 4,530 | $41,413 | Up ×3 | ||
| VWO | $1,591,256 | 0.36% | 26,659 | $150,355 | |||
| DFSV | $1,415,525 | 0.32% | 36,492 | $146,797 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,300,971 | 0.29% | 3,444 | $30,123 | Down ×6 | ||
| IWM | $1,296,141 | 0.29% | 4,314 | $218,333 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,269,263 | 0.29% | 14,847 | $314,276 | Up ×1 | ||
| VSS | $1,230,617 | 0.28% | 7,976 | $67,796 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $1,186,608 | 0.27% | 7,250 | $155,939 | Down ×3 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $877,488 | 0.20% | 2,993 | $8,051 | |||
| NVDA NVIDIA Corporation - Common Stock | $712,049 | 0.16% | 3,559 | $93,527 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $674,472 | 0.15% | 11,837 | $98,344 | Up ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $640,403 | 0.15% | 6,229 | $45,551 | Up ×1 | ||
| VOO | $517,855 | 0.12% | 754 | $454,515 | Up ×1 | ||
| SCHF | $495,387 | 0.11% | 17,884 | $52,758 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $476,794 | 0.11% | 1,334 | $265,150 | Up ×3 | ||
| AVRE | $464,456 | 0.11% | 9,803 | $38,510 | Up ×1 | ||
| VOT | $453,324 | 0.10% | 1,480 | $72,446 | |||
| MCD McDonald's Corporation Common Stock | $452,523 | 0.10% | 1,674 | $-84,688 | Down ×1 | ||
| AOR | $450,430 | 0.10% | 6,481 | $34,472 | Up ×5 | ||
| VTEB | $424,720 | 0.10% | 8,397 | $124,731 | Up ×4 | ||
| IVV | $408,145 | 0.09% | 545 | $52,146 | |||
| EEMV | $406,512 | 0.09% | 5,400 | $56,970 | |||
| SPDW | $400,907 | 0.09% | 7,956 | $59,818 | Up ×3 | ||
| VLGEA Village Super Market, Inc. - Class A Common Stock | $389,954 | 0.09% | 9,245 | $313,053 | Up ×1 | ||
| SCHX | $364,020 | 0.08% | 12,369 | $46,879 | |||
| SLYV | $362,027 | 0.08% | 3,318 | $39,793 | Down ×6 | ||
| BRKB | $357,278 | 0.08% | 714 | $18,963 | Up ×1 | ||
| HYMB | $342,041 | 0.08% | 13,445 | $220,471 | Up ×1 | ||
| VXF | $330,041 | 0.07% | 1,340 | $227,053 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $318,405 | 0.07% | 299 | $112,952 | Up ×1 | ||
| IJS | $314,911 | 0.07% | 2,304 | $42,002 | |||
| ESGE iShares ESG Aware MSCI EM ETF | $308,999 | 0.07% | 5,650 | $34,133 | Down ×3 | ||
| ESML | $303,924 | 0.07% | 5,434 | $42,399 | Down ×2 | ||
| SCHG | $296,134 | 0.07% | 8,751 | $28,575 | Down ×1 | ||
| VNQ | $294,376 | 0.07% | 3,053 | $23,615 | |||
| IWF | $292,736 | 0.07% | 2,358 | $3,831 | Up ×1 | ||
| IVOG | $283,237 | 0.06% | 1,936 | $41,179 | |||
| SCHI | $275,865 | 0.06% | 12,185 | $2,904 | Up ×5 | ||
| GLW Corning Incorporated Common Stock | $257,473 | 0.06% | 1,008 | $121,503 | Up ×1 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $247,257 | 0.06% | 10,680 | $16,088 | Up ×6 | ||
| BGRN iShares USD Green Bond ETF | $246,952 | 0.06% | 5,202 | $15,433 | Up ×6 | ||
| AMGN Amgen Inc. - Common Stock | $242,983 | 0.06% | 671 | $6,892 | |||
| IDCC InterDigital, Inc. - Common Stock | $240,661 | 0.05% | 850 | $-16,039 | |||
| CAPL CrossAmerica Partners LP Common Units representing limited partner interests | $224,110 | 0.05% | 9,996 | $-114,874 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $215,518 | 0.05% | 371 | $144,317 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $213,248 | 0.05% | 1,154 | $64,378 | Down ×1 | ||
| SPHY | $209,504 | 0.05% | 8,938 | $4,708 | Up ×5 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $205,345 | 0.05% | 2,698 | $20,613 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $203,615 | 0.05% | 211 | $120,954 | |||
| RTX RTX Corporation Common Stock | $203,387 | 0.05% | 1,072 | $-1,035 | Up ×1 | ||
| MAR Marriott International - Class A Common Stock | $197,154 | 0.04% | 532 | $24,134 | Up ×1 | ||
| FTGC First Trust Global Tactical Commodity Strategy Fund | $190,946 | 0.04% | 7,059 | $-11,718 | |||
| GLD | $181,611 | 0.04% | 493 | $-30,522 | |||
| JNJ Johnson & Johnson Common Stock | $181,081 | 0.04% | 713 | $15,840 | Up ×1 | ||
| VIOG | $176,586 | 0.04% | 1,151 | $33,333 | |||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $163,709 | 0.04% | 6,551 | $8,882 | Up ×6 | ||
| FITB Fifth Third Bancorp - Common Stock | $159,809 | 0.04% | 2,835 | $28,652 | Up ×1 | ||
| DLS | $152,498 | 0.03% | 1,820 | $4,168 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $152,450 | 0.03% | 1,298 | $-21,892 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $151,284 | 0.03% | 2,565 | $-1,462 | |||
| AMZN Amazon.com, Inc. - Common Stock | $139,906 | 0.03% | 587 | $-8,799 | Down ×1 | ||
| Unknown issuer (CUSIP: 30233Q108) | $138,398 | 0.03% | 1,012 | Up ×1 | |||
| UNP Union Pacific Corporation Common Stock | $138,209 | 0.03% | 508 | $15,071 | |||
| DGRO | $135,664 | 0.03% | 1,790 | $10,042 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $132,181 | 0.03% | 2,486 | $-124 | |||
| WMT Walmart Inc. - Common Stock | $121,659 | 0.03% | 1,074 | $-43,123 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $117,652 | 0.03% | 1,222 | $-55,578 | Down ×1 | ||
| IYW | $114,008 | 0.03% | 452 | $32,006 | |||
| SCHM | $106,186 | 0.02% | 2,880 | $17,021 | |||
| JPM JP Morgan Chase & Co. Common Stock | $104,945 | 0.02% | 321 | $17,845 | Up ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $99,269 | 0.02% | 86 | $71,904 | Up ×1 | ||
| PAYX Paychex, Inc. - Common Stock | $97,347 | 0.02% | 990 | $6,609 | Up ×1 | ||
| IJH | $95,925 | 0.02% | 1,244 | $-105,720 | Down ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $94,519 | 0.02% | 805 | $37,592 | Up ×1 | ||
| IJR | $94,325 | 0.02% | 636 | $15,264 | |||
| NEE NextEra Energy, Inc. Common Stock | $92,685 | 0.02% | 1,056 | $-3,446 | Up ×1 | ||
| AWK American Water Works Company, Inc. Common Stock | $92,106 | 0.02% | 700 | $-3,157 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $88,590 | 0.02% | 471 | $15,533 | |||
| 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 |
|---|---|---|---|
| SCHB | $123,413,293 | 27.98% | up ×3 |
| VEA | $37,950,272 | 8.60% | up ×6 |
| AVUV | $30,798,560 | 6.98% | up ×6 |
| MUB | $21,827,151 | 4.95% | up ×3 |
| SCHR | $18,814,583 | 4.27% | up ×6 |
| VCIT | $14,935,368 | 3.39% | up ×6 |
| REET | $14,370,830 | 3.26% | up ×6 |
| BNDX | $12,425,146 | 2.82% | up ×6 |
| VCSH | $6,049,236 | 1.37% | up ×6 |
| VTI | $1,883,573 | 0.43% | up ×3 |
| MSFT | $1,689,735 | 0.38% | up ×3 |
| GOOGL | $476,794 | 0.11% | up ×3 |
| AOR | $450,430 | 0.10% | up ×5 |
| VTEB | $424,720 | 0.10% | up ×4 |
| SPDW | $400,907 | 0.09% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 30233Q108) | $138,398 | 1,012 | 0.03% |
| Unknown issuer (CUSIP: 84615Q103) | $49,037 | 287 | 0.01% |
| HYD | $35,027 | 680 | 0.01% |
| C | $17,635 | 126 | 0.00% |
| HOOD | $15,042 | 150 | 0.00% |
| MRVL | $7,447 | 25 | 0.00% |
| KLAC | $6,034 | 20 | 0.00% |
| TXN | $4,471 | 15 | 0.00% |
| ASML | $3,979 | 2 | 0.00% |
| APH | $3,879 | 22 | 0.00% |
| ADI | $3,575 | 9 | 0.00% |
| INTC | $3,211 | 23 | 0.00% |
| TJX | $2,424 | 16 | 0.00% |
| CRWD | $2,289 | 3 | 0.00% |
| SNDK | $2,274 | 1 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHB | Bought more | +244K | +$22.6M |
| AVEM | Bought more | +15K | +$8.9M |
| VEA | Bought more | +25K | +$5.4M |
| AVUV | Bought more | +14K | +$5.1M |
| MUB | Bought more | +27K | +$3.2M |
| AVDV | Bought more | +14K | +$2.2M |
| SPY | Trimmed | -53 | +$2.1M |
| REET | Bought more | +29K | +$2.0M |
| VCIT | Bought more | +18K | +$1.5M |
| SCHR | Bought more | +61K | +$1.3M |
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 |
|---|---|---|---|---|
| ITOT | June 30, 2025 | 1,756 | $214,266 | No longer tracked |
| XOM | June 30, 2026 | 1,152 | $195,434 | 21.7% |
| CMA | March 31, 2026 | 1,513 | $131,525 | No longer tracked |
| CMA | March 31, 2025 | 1,513 | $93,579 | No longer tracked |
| XYZ | March 31, 2025 | 1,000 | $84,990 | 47.4% |
| K | Dec. 31, 2025 | 676 | $55,446 | No longer tracked |
| ADP | Dec. 31, 2025 | 175 | $51,363 | 8.5% |
| SEIV | March 31, 2026 | 1,108 | $45,982 | No longer tracked |
| SEIM | March 31, 2026 | 963 | $44,423 | No longer tracked |
| IEF | Sept. 30, 2025 | 440 | $42,139 | |
| CTSH | March 31, 2026 | 488 | $40,473 | -0.8% |
| HEQT | June 30, 2025 | 1,311 | $37,462 | No longer tracked |
| AEP | June 30, 2025 | 334 | $36,496 | 19.0% |
| PEP | Sept. 30, 2025 | 256 | $33,802 | 1.5% |
| USFR | June 30, 2025 | 645 | $32,463 | No longer tracked |
| SCHA | March 31, 2026 | 1,069 | $30,445 | No longer tracked |
| VOO | Dec. 31, 2025 | 39 | $23,883 | No longer tracked |
| JEPI | Sept. 30, 2025 | 408 | $23,200 | No longer tracked |
| SEIQ | March 31, 2026 | 548 | $21,334 | No longer tracked |
| AGG | Sept. 30, 2025 | 209 | $20,733 | No longer tracked |
| MBB | Sept. 30, 2025 | 205 | $19,247 | |
| VFLO | June 30, 2025 | 558 | $19,128 | |
| ABNB | June 30, 2026 | 150 | $18,942 | 29.2% |
| CARR | Sept. 30, 2025 | 247 | $18,078 | 2.1% |
| FANG | March 31, 2025 | 100 | $16,383 | 32.3% |
| VZ | June 30, 2026 | 324 | $16,265 | 16.8% |
| CTA | June 30, 2025 | 548 | $16,221 | No longer tracked |
| SHOP | March 31, 2025 | 150 | $15,950 | 52.7% |
| SPTL | Sept. 30, 2025 | 582 | $15,470 | No longer tracked |
| OKLO | June 30, 2026 | 300 | $14,877 | -17.9% |
| MPC | March 31, 2025 | 104 | $14,508 | 149.0% |
| SNOW | March 31, 2025 | 90 | $13,897 | 116.1% |
| AXP | Dec. 31, 2025 | 40 | $13,286 | -9.4% |
| FPE | Sept. 30, 2025 | 700 | $12,460 | No longer tracked |
| GCC | June 30, 2025 | 620 | $12,156 | No longer tracked |
| SPTS | Sept. 30, 2025 | 344 | $10,076 | No longer tracked |
| OTIS | Dec. 31, 2025 | 100 | $9,143 | -17.7% |
| VGLT | Sept. 30, 2025 | 156 | $8,755 | |
| ANET | Dec. 31, 2025 | 60 | $8,743 | 43.8% |
| CMCSA | March 31, 2025 | 232 | $8,707 | -28.3% |
| ARKK | Sept. 30, 2025 | 120 | $8,435 | No longer tracked |
| JCI | Sept. 30, 2025 | 73 | $7,710 | 31.9% |
| TSM | Sept. 30, 2025 | 34 | $7,701 | 50.5% |
| EA | Dec. 31, 2025 | 38 | $7,665 | No longer tracked |
| PAVE | March 31, 2025 | 187 | $7,557 | No longer tracked |
| ORCL | Sept. 30, 2025 | 32 | $6,996 | -47.9% |
| IUSB | June 30, 2025 | 147 | $6,774 | |
| WMB | March 31, 2025 | 125 | $6,765 | 19.6% |
| IJJ | June 30, 2025 | 56 | $6,705 | No longer tracked |
| XLP | March 31, 2026 | 84 | $6,525 | No longer tracked |
| SYK | Sept. 30, 2025 | 16 | $6,330 | -10.6% |
| INTU | Sept. 30, 2025 | 8 | $6,301 | -47.2% |
| UTG | June 30, 2026 | 160 | $6,275 | No longer tracked |
| DYNF | June 30, 2025 | 127 | $6,193 | No longer tracked |
| QUAL | June 30, 2025 | 36 | $6,152 | No longer tracked |
| FCX | Sept. 30, 2025 | 139 | $6,026 | 96.6% |
| SAN | Sept. 30, 2025 | 724 | $6,009 | 39.6% |
| C | Sept. 30, 2025 | 69 | $5,873 | 29.8% |
| ING | Sept. 30, 2025 | 268 | $5,861 | 33.7% |
| SHEL | Sept. 30, 2025 | 83 | $5,844 | 31.1% |
| EFG | March 31, 2026 | 51 | $5,810 | No longer tracked |
| ULXXXX | Sept. 30, 2025 | 91 | $5,566 | No longer tracked |
| ELV | Sept. 30, 2025 | 14 | $5,445 | 23.7% |
| SCHW | Sept. 30, 2025 | 58 | $5,292 | 16.5% |
| JOBY | Sept. 30, 2025 | 500 | $5,275 | -52.7% |
| OXY | March 31, 2025 | 100 | $4,941 | 24.5% |
| MP | June 30, 2026 | 100 | $4,826 | 2.6% |
| TM | Sept. 30, 2025 | 28 | $4,823 | 3.5% |
| COF | Sept. 30, 2025 | 22 | $4,681 | 2.4% |
| LRCX | Sept. 30, 2025 | 47 | $4,575 | 134.5% |
| GEHC | Dec. 31, 2025 | 60 | $4,506 | -9.7% |
| MA | Sept. 30, 2025 | 8 | $4,496 | 1.1% |
| GAP | Sept. 30, 2025 | 200 | $4,362 | -6.2% |
| ISRG | Sept. 30, 2025 | 8 | $4,347 | -16.5% |
| ITW | Sept. 30, 2025 | 17 | $4,203 | 8.4% |
| KMI | March 31, 2025 | 153 | $4,192 | 10.6% |
| TTE | Sept. 30, 2025 | 67 | $4,113 | 52.3% |
| NOW | Sept. 30, 2025 | 4 | $4,112 | -29.5% |
| ENB | March 31, 2025 | 95 | $4,031 | 15.6% |
| CNQ | Sept. 30, 2025 | 128 | $4,019 | 60.3% |
| TMO | Sept. 30, 2025 | 9 | $3,649 | 27.9% |
| ALLY | March 31, 2025 | 101 | $3,637 | 17.9% |
| ESEA | March 31, 2025 | 100 | $3,620 | 146.9% |
| VIGI | Dec. 31, 2025 | 40 | $3,583 | |
| TOL | Dec. 31, 2025 | 25 | $3,454 | 7.7% |
| IVE | June 30, 2025 | 18 | $3,430 | No longer tracked |
| VBR | Dec. 31, 2025 | 16 | $3,339 | No longer tracked |
| RIO | Sept. 30, 2025 | 55 | $3,208 | 58.6% |
| ASML | Sept. 30, 2025 | 4 | $3,206 | 81.2% |
| BLK | Sept. 30, 2025 | 3 | $3,148 | -0.8% |
| ICF | Dec. 31, 2025 | 50 | $3,081 | No longer tracked |
| ULTA | March 31, 2026 | 5 | $3,025 | -0.8% |
| BHP | Sept. 30, 2025 | 59 | $2,837 | 72.8% |
| ADBE | Sept. 30, 2025 | 7 | $2,708 | -22.6% |
| BUD | Sept. 30, 2025 | 38 | $2,611 | 30.7% |
| EFV | March 31, 2026 | 36 | $2,571 | No longer tracked |
| IYW | June 30, 2025 | 18 | $2,528 | No longer tracked |
| NKE | Sept. 30, 2025 | 33 | $2,344 | -41.8% |
| CSX | Sept. 30, 2025 | 71 | $2,317 | 44.9% |
| GSK | Sept. 30, 2025 | 60 | $2,304 | 19.9% |
| CCI | Sept. 30, 2025 | 22 | $2,260 | -21.2% |
| HON | June 30, 2026 | 10 | $2,260 | -1.9% |
| GSL | March 31, 2025 | 103 | $2,248 | 91.7% |
| SONY | Sept. 30, 2025 | 85 | $2,213 | -17.3% |
| ZM | March 31, 2025 | 27 | $2,203 | 43.5% |
| FTSM | March 31, 2026 | 35 | $2,098 | |
| MGA | March 31, 2025 | 50 | $2,090 | 111.7% |
| BP | Sept. 30, 2025 | 69 | $2,065 | 31.3% |
| EMXC | June 30, 2025 | 35 | $1,928 | |
| CHEF | June 30, 2026 | 32 | $1,902 | 14.3% |
| PENN | March 31, 2025 | 90 | $1,784 | 13.2% |
| DHR | Sept. 30, 2025 | 9 | $1,778 | 8.0% |
| MDT | Sept. 30, 2025 | 19 | $1,656 | -3.3% |
| SOLV | March 31, 2025 | 25 | $1,652 | 16.4% |
| UAL | Sept. 30, 2025 | 20 | $1,593 | 17.1% |
| EW | Sept. 30, 2025 | 20 | $1,564 | 14.9% |
| ARCC | March 31, 2025 | 60 | $1,313 | -10.6% |
| YUM | Sept. 30, 2025 | 8 | $1,185 | -1.1% |
| TLT | June 30, 2025 | 13 | $1,183 | |
| PTON | March 31, 2025 | 125 | $1,088 | -13.5% |
| HEFA | June 30, 2025 | 28 | $1,016 | No longer tracked |
| ACHR | March 31, 2025 | 104 | $1,014 | -13.3% |
| TGT | March 31, 2026 | 10 | $978 | 34.0% |
| TSHA | Dec. 31, 2025 | 260 | $850 | 12.2% |
| IFRA | June 30, 2025 | 16 | $721 | No longer tracked |
| GAIN | March 31, 2025 | 52 | $689 | 22.5% |
| LILA | March 31, 2025 | 101 | $642 | 29.8% |
| BMEZ | Dec. 31, 2025 | 42 | $606 | 12.7% |
| XPEV | March 31, 2025 | 50 | $591 | -41.7% |
| SCHK | March 31, 2025 | 20 | $566 | No longer tracked |
| CMRC | March 31, 2025 | 90 | $551 | -61.7% |
| MAGS | Sept. 30, 2025 | 8 | $447 | No longer tracked |
| SBSW | June 30, 2026 | 35 | $431 | 49.8% |
| IOVA | March 31, 2025 | 49 | $363 | 169.8% |
| EGHT | March 31, 2025 | 100 | $267 | 1.3% |
| VDE | Sept. 30, 2025 | 2 | $250 | No longer tracked |
| PTLO | March 31, 2025 | 25 | $235 | -59.1% |
| EDIT | Dec. 31, 2025 | 65 | $226 | 52.9% |
| ABCL | March 31, 2025 | 75 | $220 | 411.2% |
| VEU | Sept. 30, 2025 | 3 | $202 | No longer tracked |
| SATS | Sept. 30, 2025 | 7 | $194 | No longer tracked |
| NAT | March 31, 2025 | 66 | $165 | 188.8% |
| BODI | June 30, 2025 | 20 | $150 | 63.8% |
| TDOC | March 31, 2025 | 11 | $100 | -19.3% |
| AAL | Sept. 30, 2025 | 7 | $79 | 21.7% |
| FDTX | Sept. 30, 2025 | 2 | $78 | |
| AVDE | Sept. 30, 2025 | 1 | $74 | No longer tracked |
| GLDM | Sept. 30, 2025 | 1 | $66 | No longer tracked |
| BMR | Sept. 30, 2025 | 14 | $44 | -57.2% |
| X | June 30, 2025 | 1 | $43 | No longer tracked |
| UNITXXXX | June 30, 2026 | 4 | $38 | No longer tracked |
| UNITXXXX | Sept. 30, 2025 | 8 | $35 | No longer tracked |
| CUT | Sept. 30, 2025 | 1 | $30 | No longer tracked |
| DBO | Sept. 30, 2025 | 2 | $27 | No longer tracked |
| UNIT | Dec. 31, 2025 | 4 | $24 | 42.4% |
| FCG | Sept. 30, 2025 | 1 | $23 | No longer tracked |
| RCAT | Sept. 30, 2025 | 2 | $15 | -4.6% |
| GOSS | June 30, 2026 | 25 | $8 | -6.9% |
| NKLAQ | March 31, 2025 | 4 | $5 | No longer tracked |
| KITT | March 31, 2025 | 1 | $2 | -89.5% |
| VEEE | Sept. 30, 2025 | 1 | $2 | 248.0% |