NBT BANK, N.A.
CIK 898413 · View on SEC EDGAR ↗
- Portfolio value
- $570.3M
- Positions
- 1,069
- As of
- June 30, 2026
#3,477 of 9,443 by 13F value · top 36.8%
Portfolio value QoQ: +47.5% 13F does not disclose cash
- Top 10 holdings weight
- 26.84%
- Top 25 holdings weight
- 45.15%
- Positions above 1%
- 25
- Effective number of positions
- 73.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 30.78% Est. buys $286,789,266 · sells $147,300,229
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 77.9% still held
- New positions
- 145
- Increased
- 165
- Decreased
- 266
- Closed
- 143
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
Industrials
10.7%
Communication Services
9.9%
Retail
6.5%
Financial Services
5.8%
Technology
5.2%
Healthcare
3.7%
Financials
2.9%
Consumer Discretionary
2.6%
Energy
2.0%
Consumer Staples
1.7%
Utilities
1.6%
Materials
1.2%
Telecommunication
0.3%
Consumer products
0.2%
Logistics & Transportation
0.1%
Real Estate
0.1%
Packaging
0.0%
Communications
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
45.5%
Full portfolio 1,069 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| EFG | $31,121,834 | 5.46% | 250,135 | $30,761,998 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $27,906,309 | 4.89% | 78,088 | $27,236,294 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $21,330,179 | 3.74% | 60,369 | $20,758,178 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $13,241,518 | 2.32% | 12,435 | $4,296,520 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $11,451,143 | 2.01% | 42,363 | $11,422,550 | Up ×1 | ||
| SDY | $11,269,233 | 1.98% | 74,052 | $350,440 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10,977,702 | 1.92% | 46,059 | $10,717,364 | Up ×1 | ||
| MDY | $9,003,666 | 1.58% | 12,801 | $889,386 | Down ×6 | ||
| IWM | $8,441,593 | 1.48% | 28,097 | $8,259,809 | Up ×3 | ||
| GWW W.W. Grainger, Inc. Common Stock | $8,337,892 | 1.46% | 6,129 | $1,475,606 | Down ×5 | ||
| EDV | $8,243,684 | 1.45% | 126,670 | $-4,200,411 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $8,167,065 | 1.43% | 72,109 | $6,564,350 | Up ×1 | ||
| BMO Bank Of Montreal Common Stock | $8,025,361 | 1.41% | 45,418 | $1,878,489 | |||
| SPY SPY | $7,859,007 | 1.38% | 10,524 | $855,496 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $7,517,050 | 1.32% | 45,349 | $7,446,121 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7,451,969 | 1.31% | 21,852 | $3,960,199 | Up ×1 | ||
| IEFA | $7,293,915 | 1.28% | 75,522 | $313,418 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $6,991,703 | 1.23% | 7,474 | $6,827,292 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $6,405,006 | 1.12% | 6,333 | $6,374,550 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $6,303,913 | 1.11% | 76,774 | $-201,447 | Down ×4 | ||
| SPGI S&P Global Inc. Common Stock | $6,273,840 | 1.10% | 15,405 | $6,271,288 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $6,270,402 | 1.10% | 17,701 | $6,249,466 | Up ×1 | ||
| XLK XLK | $5,973,945 | 1.05% | 31,356 | $1,856,038 | Up ×3 | ||
| NFRA | $5,910,032 | 1.04% | 92,171 | $5,908,050 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $5,734,655 | 1.01% | 70,563 | $5,669,784 | Up ×1 | ||
| EFA | $5,423,783 | 0.95% | 52,212 | $349,518 | Down ×6 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $5,056,567 | 0.89% | 22,579 | $5,042,751 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $4,958,141 | 0.87% | 32,727 | $-346,614 | Down ×3 | ||
| UNP Union Pacific Corporation Common Stock | $4,909,600 | 0.86% | 18,050 | $513,811 | Down ×3 | ||
| VXUS Vanguard Total International Stock ETF | $4,782,311 | 0.84% | 55,940 | $398,607 | Down ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $4,683,583 | 0.82% | 53,362 | $4,594,790 | Up ×3 | ||
| EEM | $4,679,600 | 0.82% | 68,405 | $758,523 | Down ×1 | ||
| DHR Danaher Corporation Common Stock | $4,348,849 | 0.76% | 22,831 | $-42,666 | Down ×2 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $4,134,235 | 0.72% | 54,940 | $29,118 | |||
| NYF | $4,058,669 | 0.71% | 75,293 | $228,292 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3,842,473 | 0.67% | 10,172 | $772,753 | Up ×2 | ||
| HYG | $3,829,923 | 0.67% | 47,892 | $2,575,898 | Up ×2 | ||
| BRKA | $3,744,250 | 0.66% | 5 | $153,550 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $3,695,366 | 0.65% | 8,891 | $3,662,517 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $3,609,873 | 0.63% | 19,535 | $3,604,722 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $3,599,382 | 0.63% | 25,778 | $2,455,400 | Down ×6 | ||
| AGG | $3,540,020 | 0.62% | 35,765 | $-3,916,944 | Down ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $3,367,969 | 0.59% | 40,938 | $3,367,891 | Up ×1 | ||
| V Visa Inc. | $3,316,994 | 0.58% | 9,668 | $3,263,449 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,295,247 | 0.58% | 5,850 | $3,226,019 | Up ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $3,287,703 | 0.58% | 4,566 | $3,232,801 | Up ×1 | ||
| IJH | $3,277,946 | 0.57% | 42,510 | $3,218,655 | Up ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $3,235,744 | 0.57% | 8,147 | $637,495 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $3,203,144 | 0.56% | 7,517 | $3,180,611 | Up ×1 | ||
| JMUB | $3,183,667 | 0.56% | 62,850 | $2,023,149 | Up ×1 | ||
| XLB XLB | $3,157,712 | 0.55% | 62,123 | $39,684 | Down ×2 | ||
| AXP American Express Company Common Stock | $3,131,519 | 0.55% | 9,258 | $243,137 | Down ×4 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $3,110,256 | 0.55% | 16,536 | $-16,216,140 | Down ×1 | ||
| SPDW | $3,076,108 | 0.54% | 61,046 | $3,057,255 | Up ×1 | ||
| VTI | $2,924,867 | 0.51% | 7,904 | $-14,118,015 | Down ×1 | ||
| NVS Novartis AG Common Stock | $2,771,750 | 0.49% | 17,686 | $2,763,043 | Up ×1 | ||
| MS Morgan Stanley Common Stock | $2,714,384 | 0.48% | 12,985 | $2,697,927 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $2,664,757 | 0.47% | 5,135 | $2,662,278 | Up ×1 | ||
| IEMG | $2,650,549 | 0.46% | 31,996 | $2,610,233 | Up ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $2,547,470 | 0.45% | 83,551 | $70,023 | Up ×2 | ||
| CVS CVS Health Corporation Common Stock | $2,545,284 | 0.45% | 24,604 | $742,674 | Down ×6 | ||
| ALLE Allegion plc Ordinary Shares | $2,501,284 | 0.44% | 17,804 | $-85,459 | |||
| TROW T. Rowe Price Group, Inc. - Common Stock | $2,395,789 | 0.42% | 21,073 | $424,067 | Down ×1 | ||
| CARR Carrier Global Corporation Common Stock | $2,389,670 | 0.42% | 32,579 | $2,384,489 | Up ×2 | ||
| IBB IBB | $2,318,796 | 0.41% | 12,192 | $128,980 | Down ×6 | ||
| DON | $2,296,068 | 0.40% | 40,624 | $1,243,550 | Up ×2 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $2,221,267 | 0.39% | 24,356 | $639,679 | Down ×4 | ||
| AFL AFLAC Incorporated Common Stock | $2,184,602 | 0.38% | 18,632 | $2,180,652 | Up ×1 | ||
| BLK BlackRock, Inc. Common Stock | $2,178,895 | 0.38% | 2,266 | $29,473 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2,112,940 | 0.37% | 29,593 | $1,985,060 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,099,504 | 0.37% | 5,953 | $65,648 | Down ×4 | ||
| JPST | $2,067,302 | 0.36% | 40,880 | $-13,022 | Down ×1 | ||
| XLU XLU | $2,058,844 | 0.36% | 45,409 | $1,983,034 | Up ×1 | ||
| XLY XLY | $2,039,499 | 0.36% | 17,390 | $110,117 | Down ×2 | ||
| Unknown issuer (CUSIP: 399874825) | $2,004,528 | 0.35% | 22,846 | Up ×1 | |||
| Unknown issuer (CUSIP: 808515613) | $1,970,897 | 0.35% | 1,970,897 | Up ×1 | |||
| VOT | $1,749,892 | 0.31% | 5,713 | $1,744,488 | Up ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1,723,746 | 0.30% | 40,712 | $1,302,929 | Up ×1 | ||
| TGT Target Corporation Common Stock | $1,655,090 | 0.29% | 12,672 | $105,427 | Down ×6 | ||
| Unknown issuer (CUSIP: 024071821) | $1,642,655 | 0.29% | 40,065 | Up ×1 | |||
| ECL Ecolab Inc. Common Stock | $1,520,375 | 0.27% | 5,457 | $1,517,449 | Up ×1 | ||
| KRE | $1,506,581 | 0.26% | 20,128 | $148,203 | Down ×6 | ||
| XLI XLI | $1,446,091 | 0.25% | 7,807 | $168,424 | Down ×6 | ||
| Unknown issuer (CUSIP: 714199106) | $1,444,197 | 0.25% | 18,948 | Up ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,434,391 | 0.25% | 2,861 | $1,424,560 | Up ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $1,431,928 | 0.25% | 9,902 | $257,254 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $1,425,635 | 0.25% | 4,906 | $-267,671 | |||
| Unknown issuer (CUSIP: 72202E393) | $1,407,401 | 0.25% | 129,595 | Up ×1 | |||
| CRM Salesforce, Inc. Common Stock | $1,405,397 | 0.25% | 8,971 | $1,400,730 | Up ×1 | ||
| SCHF | $1,404,806 | 0.25% | 50,715 | $1,074,913 | Up ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,402,071 | 0.25% | 17,741 | $-7,346,483 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $1,399,882 | 0.25% | 7,738 | $1,380,041 | Up ×1 | ||
| STUB StubHub Holdings, Inc. Class A Common Stock | $1,398,377 | 0.25% | 108,654 | $408,376 | Down ×1 | ||
| DIA | $1,369,707 | 0.24% | 2,622 | $1,322,039 | Up ×1 | ||
| Unknown issuer (CUSIP: 360802821) | $1,368,620 | 0.24% | 13,231 | Up ×1 | |||
| SYK Stryker Corporation Common Stock | $1,340,274 | 0.24% | 4,257 | $1,243,997 | Up ×1 | ||
| XLF XLF | $1,338,588 | 0.23% | 24,969 | $97,722 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $1,323,105 | 0.23% | 7,504 | $346,672 | Down ×3 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1,317,247 | 0.23% | 14,276 | $1,243,285 | Up ×1 | ||
| SO Southern Company (The) Common Stock | $1,315,247 | 0.23% | 13,742 | $1,189,771 | Up ×2 | ||
| 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 |
|---|---|---|---|
| IWM | $8,441,593 | 1.48% | up ×3 |
| XLK | $5,973,945 | 1.05% | up ×3 |
| NEE | $4,683,583 | 0.82% | up ×3 |
| IJH | $3,277,946 | 0.57% | up ×3 |
| SCHF | $1,404,806 | 0.25% | up ×3 |
| IWR | $1,142,143 | 0.20% | up ×4 |
| IWO | $793,829 | 0.14% | up ×3 |
| USB | $680,790 | 0.12% | up ×3 |
| XLC | $452,624 | 0.08% | up ×3 |
| SGOL | $371,672 | 0.07% | up ×3 |
| VB | $298,270 | 0.05% | up ×3 |
| AMT | $290,664 | 0.05% | up ×6 |
| VLUE | $173,635 | 0.03% | up ×3 |
| BHP | $142,377 | 0.02% | up ×3 |
| VTWO | $120,909 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 399874825) | $2,004,528 | 22,846 | 0.35% |
| Unknown issuer (CUSIP: 808515613) | $1,970,897 | 1,970,897 | 0.35% |
| Unknown issuer (CUSIP: 024071821) | $1,642,655 | 40,065 | 0.29% |
| Unknown issuer (CUSIP: 714199106) | $1,444,197 | 18,948 | 0.25% |
| Unknown issuer (CUSIP: 72202E393) | $1,407,401 | 129,595 | 0.25% |
| Unknown issuer (CUSIP: 360802821) | $1,368,620 | 13,231 | 0.24% |
| Unknown issuer (CUSIP: 25434D674) | $1,092,228 | 24,644 | 0.19% |
| Unknown issuer (CUSIP: 461308827) | $747,582 | 10,965 | 0.13% |
| Unknown issuer (CUSIP: 939330825) | $585,886 | 8,771 | 0.10% |
| Unknown issuer (CUSIP: 648018828) | $458,368 | 6,095 | 0.08% |
| Unknown issuer (CUSIP: 140543828) | $387,070 | 4,746 | 0.07% |
| Unknown issuer (CUSIP: 808509756) | $317,276 | 17,433 | 0.06% |
| Unknown issuer (CUSIP: 027681824) | $297,911 | 4,635 | 0.05% |
| Unknown issuer (CUSIP: 592905202) | $281,001 | 33,492 | 0.05% |
| Unknown issuer (CUSIP: 140194101) | $245,371 | 2,998 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CAT | Trimmed | -191 | +$4.3M |
| EDV | Trimmed | -65K | -$4.2M |
| PANW | Bought more | +72 | +$4.0M |
| AGG | Trimmed | -39K | -$3.9M |
36 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 |
|---|---|---|---|---|
| SGOLXXXX | June 30, 2026 | 53,018 | $2,365,663 | No longer tracked |
| VT | March 31, 2025 | 9,256 | $1,087,395 | No longer tracked |
| ASET | Dec. 31, 2025 | 21,965 | $737,453 | No longer tracked |
| GBDC | Sept. 30, 2025 | 35,987 | $527,210 | -3.3% |
| IONS | June 30, 2025 | 17,050 | $514,399 | 50.5% |
| FIW | June 30, 2026 | 3,788 | $390,656 | No longer tracked |
| VTHR | June 30, 2026 | 1,168 | $335,887 | |
| DHI | March 31, 2025 | 2,325 | $325,082 | 17.3% |
| LRCXXXXX | June 30, 2026 | 1,300 | $277,758 | No longer tracked |
| SEIC | June 30, 2026 | 3,081 | $241,755 | 23.3% |
| AROW | March 31, 2026 | 6,315 | $198,291 | 13.6% |
| RRC | Dec. 31, 2025 | 5,244 | $197,384 | 17.0% |
| MGEE | March 31, 2025 | 1,761 | $165,506 | -12.8% |
| BLDR | June 30, 2026 | 2,000 | $164,660 | -21.5% |
| MGEE | Sept. 30, 2025 | 1,767 | $156,293 | -3.7% |
| TTE | Dec. 31, 2025 | 2,000 | $119,380 | 40.4% |
| AOA | June 30, 2026 | 1,255 | $111,055 | No longer tracked |
| FITB | March 31, 2026 | 2,000 | $93,620 | 18.1% |
| CWEN | June 30, 2026 | 2,333 | $91,664 | -2.8% |
| MSI | June 30, 2025 | 200 | $87,562 | 14.9% |
| WECXXXX | March 31, 2025 | 904 | $85,012 | No longer tracked |
| DGRO | June 30, 2026 | 1,189 | $83,444 | No longer tracked |
| QLTA | June 30, 2025 | 1,570 | $74,622 | No longer tracked |
| CZFS | June 30, 2026 | 1,210 | $73,992 | 10.8% |
| GRID | June 30, 2026 | 413 | $67,559 | |
| SLF | June 30, 2026 | 1,074 | $67,189 | 0.9% |
| LECO | June 30, 2025 | 350 | $66,206 | 33.4% |
| HES | Sept. 30, 2025 | 454 | $62,897 | No longer tracked |
| O | Sept. 30, 2025 | 1,071 | $61,700 | 4.1% |
| SLQD | June 30, 2026 | 1,145 | $57,811 | |
| CBZ | Sept. 30, 2025 | 750 | $53,783 | 3.7% |
| COF | Sept. 30, 2025 | 250 | $53,190 | 0.5% |
| HCA | June 30, 2025 | 150 | $51,833 | 7.1% |
| LII | March 31, 2026 | 100 | $48,558 | -10.8% |
| WFCPRL | March 31, 2026 | 93 | $48,030 | No longer tracked |
| RQI | Sept. 30, 2025 | 3,330 | $41,459 | -1.0% |
| WSC | Dec. 31, 2025 | 1,962 | $41,418 | 18.3% |
| OKE | Sept. 30, 2025 | 500 | $40,815 | 33.0% |
| BUD | March 31, 2025 | 815 | $40,807 | 26.8% |
| VPU | June 30, 2026 | 204 | $40,477 | No longer tracked |
| LQDH | June 30, 2026 | 410 | $37,819 | No longer tracked |
| IBHE | Dec. 31, 2025 | 1,590 | $36,920 | No longer tracked |
| BFB | March 31, 2025 | 965 | $36,651 | No longer tracked |
| AVLV | June 30, 2026 | 433 | $34,904 | No longer tracked |
| TR | March 31, 2026 | 942 | $34,505 | -3.5% |
| BRKL | Sept. 30, 2025 | 3,178 | $33,524 | No longer tracked |
| TMFC | June 30, 2026 | 500 | $32,985 | No longer tracked |
| MDYV | March 31, 2025 | 398 | $31,920 | No longer tracked |
| MLI | June 30, 2026 | 286 | $31,689 | 1.8% |
| ARCC | Dec. 31, 2025 | 1,528 | $31,186 | -1.7% |
| USXF | June 30, 2025 | 662 | $30,896 | 26.1% |
| TRMB | June 30, 2025 | 469 | $30,790 | -21.9% |
| FYX | June 30, 2026 | 257 | $30,674 | |
| TMFG | March 31, 2025 | 1,038 | $29,407 | No longer tracked |
| KMI | Sept. 30, 2025 | 1,000 | $29,400 | 13.5% |
| MDYG | March 31, 2025 | 334 | $29,021 | No longer tracked |
| AZN | March 31, 2026 | 313 | $28,774 | -17.2% |
| FANG | June 30, 2025 | 174 | $27,819 | 56.6% |
| ALTR | March 31, 2025 | 247 | $26,950 | No longer tracked |
| GNRC | Sept. 30, 2025 | 185 | $26,494 | 24.5% |
| IDEV | Dec. 31, 2025 | 327 | $26,216 | No longer tracked |
| AOS | June 30, 2025 | 400 | $26,144 | -3.1% |
| MGK | June 30, 2026 | 65 | $23,884 | No longer tracked |
| FTI | March 31, 2025 | 805 | $23,297 | 146.6% |
| ANSS | Sept. 30, 2025 | 64 | $22,478 | No longer tracked |
| GRAL | March 31, 2026 | 250 | $21,398 | 44.6% |
| EWBC | March 31, 2025 | 220 | $21,067 | 45.0% |
| GTLS | Dec. 31, 2025 | 105 | $21,016 | No longer tracked |
| GEXXXX | Sept. 30, 2025 | 78 | $20,120 | No longer tracked |
| CASY | Dec. 31, 2025 | 35 | $19,786 | 49.7% |
| KR | June 30, 2026 | 271 | $19,610 | 0.5% |
| ZS | Dec. 31, 2025 | 63 | $18,879 | -18.7% |
| IBCA | Dec. 31, 2025 | 715 | $18,619 | No longer tracked |
| TM | June 30, 2026 | 90 | $18,548 | 13.7% |
| EQT | Dec. 31, 2025 | 340 | $18,506 | 1.8% |
| IBDV | Dec. 31, 2025 | 830 | $18,385 | No longer tracked |
| IBDT | Dec. 31, 2025 | 720 | $18,374 | No longer tracked |
| IBDY | Dec. 31, 2025 | 700 | $18,361 | No longer tracked |
| IBDW | Dec. 31, 2025 | 865 | $18,355 | No longer tracked |
| TBIL | June 30, 2026 | 368 | $18,348 | |
| IBDX | Dec. 31, 2025 | 715 | $18,318 | No longer tracked |
| IBDU | Dec. 31, 2025 | 780 | $18,307 | No longer tracked |
| IBDS | Dec. 31, 2025 | 750 | $18,255 | No longer tracked |
| IBDR | Dec. 31, 2025 | 750 | $18,225 | No longer tracked |
| TDY | Dec. 31, 2025 | 31 | $18,167 | 25.8% |
| OGIGXXXX | June 30, 2026 | 442 | $18,036 | No longer tracked |
| PMF | Sept. 30, 2025 | 2,200 | $17,556 | No longer tracked |
| A | June 30, 2025 | 150 | $17,547 | 32.0% |
| HLN | Sept. 30, 2025 | 1,683 | $17,453 | 9.9% |
| TFLO | June 30, 2026 | 343 | $17,366 | No longer tracked |
| IHI | June 30, 2026 | 318 | $16,965 | No longer tracked |
| UCON | June 30, 2026 | 682 | $16,893 | No longer tracked |
| QS | June 30, 2026 | 2,508 | $16,001 | -23.7% |
| DFSV | March 31, 2025 | 516 | $15,882 | No longer tracked |
| FISI | March 31, 2026 | 500 | $15,585 | 27.8% |
| VOOG | June 30, 2026 | 37 | $15,085 | No longer tracked |
| FDL | June 30, 2026 | 295 | $14,986 | No longer tracked |
| ILMN | Dec. 31, 2025 | 156 | $14,815 | 60.7% |
| AMCR | Dec. 31, 2025 | 8 | $14,716 | 14.6% |
| IQDG | March 31, 2025 | 429 | $14,676 | No longer tracked |
| SW | June 30, 2026 | 356 | $14,187 | 5.8% |
| ARKQ | June 30, 2026 | 126 | $14,169 | No longer tracked |
| RIG | Dec. 31, 2025 | 4,530 | $14,134 | 45.5% |
| ROKU | June 30, 2025 | 200 | $14,088 | 79.0% |
| VTRS | June 30, 2026 | 1,041 | $14,058 | 1.9% |
| IYK | June 30, 2026 | 195 | $13,656 | No longer tracked |
| SYF | June 30, 2026 | 200 | $13,604 | 0.6% |
| INGR | Sept. 30, 2025 | 100 | $13,562 | -12.1% |
| NUV | March 31, 2025 | 1,500 | $12,885 | 2.5% |
| CG | June 30, 2026 | 266 | $12,872 | 15.9% |
| DT | Dec. 31, 2025 | 253 | $12,258 | 14.2% |
| PSN | Dec. 31, 2025 | 146 | $12,106 | -25.5% |
| Q | June 30, 2026 | 103 | $11,884 | -22.4% |
| OUSAXXXX | June 30, 2026 | 212 | $11,802 | No longer tracked |
| IDA | June 30, 2025 | 100 | $11,622 | 22.6% |
| NBIX | June 30, 2025 | 105 | $11,613 | 23.2% |
| DG | March 31, 2025 | 150 | $11,373 | 38.7% |
| HON | June 30, 2026 | 50 | $11,302 | -1.2% |
| GTLB | Dec. 31, 2025 | 249 | $11,225 | 11.8% |
| CHMG | March 31, 2026 | 200 | $11,160 | 51.0% |
| EIX | Dec. 31, 2025 | 200 | $11,056 | 24.2% |
| MGV | June 30, 2026 | 71 | $10,291 | No longer tracked |
| GGG | June 30, 2026 | 121 | $10,243 | 9.3% |
| K | Dec. 31, 2025 | 121 | $9,924 | No longer tracked |
| SRE | June 30, 2026 | 100 | $9,717 | -6.5% |
| IBIT | June 30, 2026 | 251 | $9,643 | |
| LNTH | Dec. 31, 2025 | 187 | $9,591 | 50.9% |
| DD | June 30, 2026 | 207 | $9,481 | 3.0% |
| PDI | Sept. 30, 2025 | 487 | $9,238 | -23.7% |
| NTES | March 31, 2025 | 103 | $9,189 | 18.1% |
| VCV | June 30, 2026 | 874 | $9,125 | -2.0% |
| EZU | Dec. 31, 2025 | 137 | $8,486 | No longer tracked |
| DJT | Dec. 31, 2025 | 16 | $8,473 | -35.8% |
| CC | March 31, 2025 | 500 | $8,450 | 17.2% |
| BMNR | June 30, 2026 | 400 | $7,912 | 61.0% |
| DLS | March 31, 2025 | 125 | $7,869 | No longer tracked |
| SCI | March 31, 2026 | 100 | $7,797 | 1.1% |
| CRWD | Sept. 30, 2025 | 15 | $7,640 | -59.6% |
| NXT | June 30, 2025 | 179 | $7,543 | 65.7% |
| EWJ | Sept. 30, 2025 | 100 | $7,497 | No longer tracked |
| TTD | Dec. 31, 2025 | 151 | $7,401 | -64.5% |
| BTI | June 30, 2025 | 173 | $7,157 | 19.1% |
| DFIC | March 31, 2025 | 272 | $7,030 | No longer tracked |
| RYN | June 30, 2025 | 240 | $6,691 | -2.6% |
| GOLD | June 30, 2025 | 336 | $6,532 | 102.5% |
| BABA | June 30, 2026 | 50 | $6,273 | 30.5% |
| PCQ | June 30, 2026 | 722 | $6,195 | -2.5% |
| PCK | Sept. 30, 2025 | 1,131 | $6,062 | No longer tracked |
| CVNA | June 30, 2026 | 19 | $5,973 | 6.7% |
| QSR | June 30, 2026 | 76 | $5,616 | 10.8% |
| NOVT | March 31, 2026 | 47 | $5,593 | 22.6% |
| ERIC | June 30, 2026 | 437 | $4,925 | -9.1% |
| PARA | Sept. 30, 2025 | 381 | $4,909 | |
| DFIS | March 31, 2025 | 199 | $4,886 | No longer tracked |
| SCEPRG | June 30, 2026 | 275 | $4,832 | No longer tracked |
| DJT | June 30, 2026 | 516 | $4,788 | 9.8% |
| GRNY | June 30, 2026 | 200 | $4,774 | No longer tracked |
| LXPPRC | June 30, 2025 | 100 | $4,560 | No longer tracked |
| FDS | June 30, 2026 | 21 | $4,557 | 30.4% |
| PTLO | March 31, 2026 | 5 | $4,540 | -8.3% |
| OXSQ | June 30, 2025 | 1,666 | $4,348 | -36.5% |
| BIDU | Sept. 30, 2025 | 50 | $4,288 | -28.7% |
| TLT | June 30, 2026 | 49 | $4,248 | |
| SUSB | June 30, 2026 | 166 | $4,161 | |
| DUHP | March 31, 2025 | 113 | $3,818 | No longer tracked |
| ETHE | Sept. 30, 2025 | 180 | $3,755 | No longer tracked |
| DEO | June 30, 2026 | 50 | $3,723 | 16.4% |
| AOM | June 30, 2026 | 75 | $3,553 | No longer tracked |
| CELH | June 30, 2026 | 100 | $3,548 | 11.5% |
| TAN | Sept. 30, 2025 | 100 | $3,426 | No longer tracked |
| BEPCXXXX | June 30, 2026 | 86 | $3,425 | No longer tracked |
| PSKY | June 30, 2026 | 371 | $3,342 | 6.9% |
| AIG | March 31, 2025 | 44 | $3,203 | -13.2% |
| TK | Sept. 30, 2025 | 350 | $2,888 | 59.4% |
| BLSH | June 30, 2026 | 80 | $2,858 | 22.1% |
| GPK | June 30, 2026 | 269 | $2,674 | 7.9% |
| CTRA | June 30, 2026 | 76 | $2,671 | No longer tracked |
| LYFT | June 30, 2026 | 200 | $2,660 | 19.6% |
| FIG | June 30, 2026 | 125 | $2,643 | 52.9% |
| WEN | June 30, 2026 | 372 | $2,587 | 6.4% |
| DELL | June 30, 2025 | 28 | $2,552 | 253.4% |
| CNMD | Dec. 31, 2025 | 47 | $2,399 | 27.3% |
| GIGB | March 31, 2025 | 52 | $2,344 | No longer tracked |
| CRWV | June 30, 2026 | 30 | $2,324 | -7.8% |
| SLAB | June 30, 2026 | 11 | $2,290 | 0.2% |
| LUV | Sept. 30, 2025 | 70 | $2,271 | 27.5% |
| ARM | June 30, 2026 | 15 | $2,269 | -30.3% |
| HST | June 30, 2025 | 157 | $2,231 | 49.5% |
| CAG | June 30, 2026 | 139 | $2,185 | 20.5% |
| ARES | June 30, 2026 | 20 | $2,182 | 29.0% |
| JOBY | June 30, 2026 | 250 | $2,065 | -13.5% |
| EUSB | June 30, 2026 | 47 | $2,045 | No longer tracked |
| SNV | March 31, 2026 | 50 | $1,929 | No longer tracked |
| GEAR | March 31, 2025 | 100 | $1,923 | No longer tracked |
| EVGO | June 30, 2026 | 1,086 | $1,868 | -23.6% |
| WBA | Sept. 30, 2025 | 160 | $1,837 | No longer tracked |
| APLS | June 30, 2026 | 45 | $1,810 | No longer tracked |
| IXC | Sept. 30, 2025 | 46 | $1,807 | No longer tracked |
| APTVXXXX | June 30, 2026 | 25 | $1,736 | No longer tracked |
| CCL | June 30, 2026 | 67 | $1,734 | -9.1% |
| PNFP | June 30, 2026 | 20 | $1,732 | 0.6% |
| CHTR | June 30, 2026 | 8 | $1,727 | 7.6% |
| GIL | June 30, 2026 | 31 | $1,725 | 7.1% |
| SRPT | Sept. 30, 2025 | 100 | $1,710 | -0.6% |
| ACHR | June 30, 2026 | 300 | $1,551 | 33.0% |
| NYCBXXXX | Dec. 31, 2025 | 12 | $1,536 | No longer tracked |
| RCAT | March 31, 2026 | 8 | $1,530 | -26.7% |
| BAH | June 30, 2026 | 19 | $1,483 | 29.1% |
| VVX | June 30, 2025 | 30 | $1,472 | 69.3% |
| RBRK | June 30, 2026 | 30 | $1,469 | 24.6% |
| GM | Dec. 31, 2025 | 61 | $1,463 | 3.6% |
| MASI | June 30, 2026 | 8 | $1,423 | No longer tracked |
| LIT | June 30, 2026 | 19 | $1,413 | No longer tracked |
| MSTR | June 30, 2026 | 11 | $1,373 | 28.9% |
| XLG | June 30, 2026 | 25 | $1,364 | No longer tracked |
| ACM | June 30, 2026 | 16 | $1,357 | -7.1% |
| CPB | June 30, 2026 | 60 | $1,336 | 6.6% |
| ALNY | June 30, 2026 | 4 | $1,323 | -20.6% |
| APAXXXX | June 30, 2026 | 31 | $1,316 | No longer tracked |
| CUBE | June 30, 2026 | 35 | $1,283 | 4.6% |
| AXON | June 30, 2026 | 3 | $1,274 | 13.0% |
| BGS | Sept. 30, 2025 | 300 | $1,269 | -20.9% |
| HUBS | June 30, 2026 | 5 | $1,221 | 31.7% |
| DT | June 30, 2026 | 33 | $1,220 | 12.8% |
| POOL | June 30, 2026 | 6 | $1,214 | -10.4% |
| PHYL | June 30, 2026 | 35 | $1,212 | No longer tracked |
| PLNT | June 30, 2026 | 16 | $1,190 | 2.3% |
| WTW | June 30, 2026 | 4 | $1,163 | 30.1% |
| ONON | June 30, 2025 | 25 | $1,098 | -41.2% |
| VAC | June 30, 2025 | 17 | $1,092 | 55.1% |
| CACI | June 30, 2026 | 2 | $1,088 | 42.3% |
| AVA | March 31, 2025 | 29 | $1,062 | -7.3% |
| FLG | March 31, 2026 | 83 | $1,045 | 3.9% |
| TEM | June 30, 2026 | 23 | $1,040 | 14.6% |
| RKT | June 30, 2026 | 72 | $1,026 | -10.4% |
| RYAN | June 30, 2026 | 30 | $1,012 | 13.6% |
| CSGP | June 30, 2026 | 25 | $1,009 | 18.2% |
| JBLU | Dec. 31, 2025 | 5 | $984 | 5.5% |
| ZS | June 30, 2026 | 7 | $982 | 29.5% |
| SSRM | Sept. 30, 2025 | 75 | $958 | 45.4% |
| MARA | March 31, 2025 | 57 | $956 | -8.5% |
| RDDT | June 30, 2026 | 7 | $943 | -14.6% |
| WING | June 30, 2026 | 6 | $930 | -30.9% |
| FUL | June 30, 2026 | 15 | $925 | 2.7% |
| LULU | June 30, 2026 | 6 | $919 | 3.0% |
| SOLS | June 30, 2026 | 12 | $914 | -36.6% |
| BRCC | Dec. 31, 2025 | 2 | $897 | -24.9% |
| GGB | June 30, 2025 | 314 | $892 | 49.3% |
| TOST | March 31, 2026 | 36 | $888 | 33.6% |
| WOLF | Sept. 30, 2025 | 2,200 | $877 | -9.0% |
| SDZNY | June 30, 2026 | 11 | $860 | No longer tracked |
| NTSK | June 30, 2026 | 100 | $849 | 31.7% |
| CIMXXXX | June 30, 2025 | 66 | $847 | No longer tracked |
| VALEP | June 30, 2026 | 50 | $796 | No longer tracked |
| SNAP | Dec. 31, 2025 | 8 | $771 | -35.1% |
| MMS | June 30, 2026 | 12 | $769 | 8.9% |
| OKLO | June 30, 2026 | 15 | $744 | -20.4% |
| GLOB | June 30, 2026 | 16 | $738 | 37.9% |
| CHTR | June 30, 2025 | 2 | $737 | -62.6% |
| BITB | June 30, 2026 | 20 | $736 | No longer tracked |
| DRVN | June 30, 2026 | 55 | $694 | -5.4% |
| HOOD | June 30, 2026 | 10 | $693 | -2.2% |
| WAFD | June 30, 2026 | 21 | $659 | -5.0% |
| VALE | March 31, 2026 | 13 | $652 | -13.1% |
| ICAD | March 31, 2025 | 302 | $553 | No longer tracked |
| ABOS | June 30, 2026 | 200 | $472 | 15.7% |
| BRCC | June 30, 2026 | 575 | $446 | -24.9% |
| RYAM | June 30, 2025 | 76 | $437 | 125.3% |
| ETH | Sept. 30, 2025 | 18 | $427 | No longer tracked |
| BRBR | June 30, 2026 | 25 | $402 | -15.5% |
| ZK | Sept. 30, 2025 | 15 | $383 | No longer tracked |
| ROP | June 30, 2026 | 1 | $354 | 20.9% |
| AMTM | June 30, 2026 | 12 | $313 | 0.3% |
| BHKRT | Sept. 30, 2025 | 2,724 | $299 | No longer tracked |
| UAA | June 30, 2026 | 50 | $296 | -19.2% |
| BUZZ | March 31, 2026 | 32 | $292 | No longer tracked |
| UA | June 30, 2026 | 50 | $290 | -18.6% |
| SONO | Sept. 30, 2025 | 25 | $270 | 2.4% |
| SCHH | June 30, 2026 | 12 | $258 | No longer tracked |
| TDW | June 30, 2025 | 6 | $254 | 107.2% |
| BCE | March 31, 2025 | 10 | $232 | 3.6% |
| SIRIXXXX | Sept. 30, 2025 | 10 | $230 | No longer tracked |
| BTTR | June 30, 2025 | 114 | $196 | No longer tracked |
| JNKXXXX | June 30, 2026 | 2 | $191 | No longer tracked |
| GRAL | Sept. 30, 2025 | 3 | $154 | 26.4% |
| LE | June 30, 2025 | 14 | $143 | 11.8% |
| AMX | March 31, 2025 | 9 | $129 | 66.2% |
| DGNX | June 30, 2026 | 233 | $112 | -14.9% |
| BFA | June 30, 2026 | 4 | $107 | No longer tracked |
| LBRDK | June 30, 2026 | 2 | $101 | 8.3% |
| KLG | March 31, 2025 | 5 | $90 | No longer tracked |
| PTNT | March 31, 2025 | 80 | $89 | No longer tracked |
| TEVA | March 31, 2025 | 4 | $88 | 140.7% |
| MNMD | March 31, 2026 | 6 | $80 | No longer tracked |
| LMFA | March 31, 2025 | 34 | $73 | No longer tracked |
| OCGN | Sept. 30, 2025 | 50 | $49 | -11.3% |
| FNDC | June 30, 2025 | 1 | $36 | No longer tracked |
| GP | June 30, 2026 | 35 | $36 | -7.1% |
| AEHL | March 31, 2026 | 2 | $35 | 393.4% |
| CRON | Sept. 30, 2025 | 10 | $19 | 17.3% |
| BYND | Sept. 30, 2025 | 5 | $17 | 657.1% |
| NOK | March 31, 2025 | 3 | $13 | 88.0% |
| BIRDXXXX | June 30, 2026 | 2 | $6 | No longer tracked |
| CGC | Sept. 30, 2025 | 2 | $2 | -29.1% |
| HCWC | March 31, 2025 | 2 | $2 | No longer tracked |
| LADX | March 31, 2025 | 1 | $2 | No longer tracked |
| ASIUF | Sept. 30, 2025 | 22 | $0 | No longer tracked |
| FLWPF | June 30, 2026 | 100 | $0 | No longer tracked |
| FLWPF | Sept. 30, 2025 | 100 | $0 | No longer tracked |
| GNBT | June 30, 2026 | 235 | $0 | No longer tracked |
| GNBT | Sept. 30, 2025 | 235 | $0 | No longer tracked |
| HCMC | June 30, 2026 | 500,000 | $0 | No longer tracked |
| HCMC | Sept. 30, 2025 | 500,000 | $0 | No longer tracked |
| HMBL | Sept. 30, 2025 | 125 | $0 | No longer tracked |
| HMNY | June 30, 2026 | 15,000 | $0 | No longer tracked |
| HMNY | Sept. 30, 2025 | 15,000 | $0 | No longer tracked |
| HRUA | Sept. 30, 2025 | 7 | $0 | No longer tracked |
| HRUA | June 30, 2026 | 7 | $0 | No longer tracked |
| NUGX | Sept. 30, 2025 | 42 | $0 | No longer tracked |
| NUGX | June 30, 2026 | 42 | $0 | No longer tracked |
| PREDQ | June 30, 2026 | 5 | $0 | No longer tracked |
| PREDQ | Sept. 30, 2025 | 5 | $0 | No longer tracked |
| SPWRQ | Sept. 30, 2025 | 6 | $0 | No longer tracked |
| SVNTQ | Sept. 30, 2025 | 500 | $0 | No longer tracked |
| TCEC | June 30, 2025 | 243,486 | $0 | No longer tracked |
| VSTCQ | Sept. 30, 2025 | 100 | $0 | No longer tracked |