NWF Advisory Services Inc.
CIK 2045735 · View on SEC EDGAR ↗
- Portfolio value
- $1.1B
- Positions
- 456
- As of
- June 30, 2026
Portfolio value QoQ: +20.1% 13F does not disclose cash
- Top 10 holdings weight
- 33.56%
- Top 25 holdings weight
- 53.41%
- Positions above 1%
- 24
- Effective number of positions
- 56.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.92% Est. buys $107,076,297 · sells $38,233,670
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 73.7% still held
- New positions
- 58
- Increased
- 163
- Decreased
- 147
- Closed
- 12
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 456 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MU Micron Technology, Inc. - Common Stock | $69,020,809 | 6.49% | 59,795 | $44,490,917 | Down ×3 | ||
| XLK XLK | $50,954,776 | 4.79% | 267,452 | $14,933,514 | Down ×1 | ||
| VOO | $45,286,210 | 4.26% | 65,939 | $6,091,231 | Up ×1 | ||
| BRKB | $41,243,719 | 3.88% | 82,424 | $4,022,820 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $34,842,566 | 3.28% | 120,412 | $3,964,080 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $28,245,321 | 2.66% | 79,940 | $5,266,915 | Down ×3 | ||
| SDY | $27,982,587 | 2.63% | 183,880 | $2,001,298 | Up ×1 | ||
| IVV | $21,018,091 | 1.98% | 28,065 | $2,861,942 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $20,018,452 | 1.88% | 21,398 | $-1,173,871 | Up ×1 | ||
| ITOT | $18,351,933 | 1.73% | 111,718 | $2,500,750 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $18,105,063 | 1.70% | 75,963 | $2,316,922 | Up ×2 | ||
| MGK | $18,098,873 | 1.70% | 205,879 | $3,591,970 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $16,947,426 | 1.59% | 84,698 | $1,812,620 | Down ×2 | ||
| VIG | $16,766,328 | 1.58% | 70,857 | $1,930,692 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $16,017,026 | 1.51% | 38,537 | $5,723,379 | Up ×5 | ||
| VUG | $15,025,259 | 1.41% | 174,428 | $2,650,050 | Up ×2 | ||
| VGT | $14,702,020 | 1.38% | 123,009 | $4,458,828 | Up ×2 | ||
| V Visa Inc. | $13,301,887 | 1.25% | 38,771 | $1,927,102 | Up ×5 | ||
| AXP American Express Company Common Stock | $12,762,562 | 1.20% | 37,731 | $1,469,161 | Up ×2 | ||
| OXY Occidental Petroleum Corporation Common Stock | $12,410,924 | 1.17% | 255,525 | $-3,576,006 | Up ×5 | ||
| QQQ Invesco QQQ Trust, Series 1 | $12,396,682 | 1.17% | 16,833 | $2,856,948 | Up ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $11,931,125 | 1.12% | 124,308 | $-2,021,702 | Up ×2 | ||
| VTI | $11,132,518 | 1.05% | 30,084 | $2,766,285 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $11,008,395 | 1.03% | 193,197 | $1,414,928 | Down ×6 | ||
| MKL Markel Group Inc. Common Stock | $10,542,312 | 0.99% | 5,398 | $4,099,578 | Up ×5 | ||
| IWM | $10,175,942 | 0.96% | 33,869 | $1,978,798 | Up ×2 | ||
| C Citigroup, Inc. Common Stock | $9,693,555 | 0.91% | 69,259 | $1,724,908 | Down ×6 | ||
| AMR Alpha Metallurgical Resources, Inc. Common Stock | $9,554,194 | 0.90% | 57,925 | $1,438,817 | Up ×2 | ||
| GM General Motors Company Common Stock | $8,958,006 | 0.84% | 116,217 | $100,512 | Down ×6 | ||
| YYY | $8,234,099 | 0.77% | 714,145 | $822,539 | Up ×5 | ||
| VT | $8,198,127 | 0.77% | 52,234 | $1,248,099 | Up ×1 | ||
| JEPI | $8,149,282 | 0.77% | 144,285 | $-311,652 | Down ×1 | ||
| SPY SPY | $8,109,428 | 0.76% | 10,860 | $1,235,043 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $7,845,969 | 0.74% | 69,274 | $-735,672 | Up ×1 | ||
| SMH SMH | $7,677,198 | 0.72% | 11,705 | $3,567,534 | Up ×5 | ||
| HCC Warrior Met Coal, Inc. Common Stock | $7,576,691 | 0.71% | 93,355 | $-732,804 | Up ×5 | ||
| DIS Walt Disney Company (The) Common Stock | $7,497,281 | 0.70% | 77,893 | $435,647 | Up ×3 | ||
| GSLC | $7,035,476 | 0.66% | 49,584 | $704,149 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7,026,832 | 0.66% | 18,837 | $-79,394 | Down ×2 | ||
| CB Chubb Limited Common Stock | $7,013,815 | 0.66% | 20,584 | $2,809,956 | Up ×6 | ||
| CGGR | $6,215,105 | 0.58% | 131,676 | $1,836,923 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $6,033,193 | 0.57% | 98,165 | $1,005,311 | Up ×2 | ||
| IDV | $5,668,075 | 0.53% | 136,811 | $6,917 | Up ×2 | ||
| CGMS | $5,533,703 | 0.52% | 202,477 | $78,218 | Up ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,525,725 | 0.52% | 16,880 | $606,938 | Up ×1 | ||
| EFA | $5,409,250 | 0.51% | 52,072 | $1,326,164 | Up ×4 | ||
| XLP XLP | $5,357,197 | 0.50% | 64,490 | $332,543 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $4,943,050 | 0.46% | 29,821 | $-1,243,915 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4,941,207 | 0.46% | 11,748 | $643,022 | Up ×1 | ||
| GLD | $4,830,196 | 0.45% | 13,112 | $-809,188 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $4,757,032 | 0.45% | 12,593 | $877,624 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $4,671,853 | 0.44% | 57,485 | $299,652 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,546,652 | 0.43% | 12,723 | $1,037,257 | Up ×1 | ||
| CGSD | $4,223,071 | 0.40% | 164,130 | $-33,676 | Down ×5 | ||
| KYN Kayne Anderson Energy Infrastructure Fund, Inc. | $4,142,571 | 0.39% | 299,535 | $-194,238 | Down ×3 | ||
| VTV | $3,969,806 | 0.37% | 18,216 | $323,393 | Down ×4 | ||
| BUFR | $3,662,612 | 0.34% | 100,263 | $137,019 | Down ×3 | ||
| CGBL | $3,604,569 | 0.34% | 94,957 | $1,850,105 | Up ×6 | ||
| QQQM Invesco NASDAQ 100 ETF | $3,551,110 | 0.33% | 11,721 | $1,010,950 | Up ×2 | ||
| BST BlackRock Science and Technology Trust Common Shares of Beneficial Interest | $3,549,959 | 0.33% | 70,005 | $932,570 | Down ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $3,498,008 | 0.33% | 29,982 | $-857,918 | Up ×5 | ||
| FLDR | $3,448,368 | 0.32% | 68,816 | $-118,851 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3,227,142 | 0.30% | 12,825 | $474,006 | Up ×1 | ||
| VO | $3,142,534 | 0.30% | 39,004 | $-6,466 | Up ×2 | ||
| IVW | $3,108,320 | 0.29% | 22,601 | $2,314,069 | Up ×5 | ||
| RSP | $3,046,027 | 0.29% | 14,317 | $367,471 | Up ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3,023,550 | 0.28% | 6,331 | $784,938 | Down ×1 | ||
| EIPI | $2,991,840 | 0.28% | 136,989 | $-110,411 | Down ×1 | ||
| BAI | $2,876,664 | 0.27% | 54,565 | $1,980,260 | Up ×2 | ||
| QTUM Defiance Quantum ETF | $2,868,853 | 0.27% | 17,347 | $1,012,560 | Up ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $2,867,439 | 0.27% | 29,200 | $86,792 | Down ×4 | ||
| UTG | $2,818,843 | 0.26% | 69,225 | $865,724 | Up ×5 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $2,817,104 | 0.26% | 152,854 | $98,755 | Down ×5 | ||
| GEV GE Vernova Inc. Common Stock | $2,810,267 | 0.26% | 2,391 | $827,037 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2,791,482 | 0.26% | 4,955 | $-70,508 | Down ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $2,773,277 | 0.26% | 1,394 | $932,038 | |||
| CGIC | $2,695,262 | 0.25% | 74,066 | $1,115,285 | Up ×2 | ||
| CGMM | $2,656,063 | 0.25% | 80,560 | $494,491 | Up ×4 | ||
| LLY Eli Lilly and Company Common Stock | $2,561,763 | 0.24% | 2,136 | $743,629 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,561,233 | 0.24% | 4,409 | $1,437,688 | Down ×1 | ||
| XYLD | $2,539,471 | 0.24% | 62,257 | $108,669 | Up ×1 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $2,528,911 | 0.24% | 42,339 | $6,313 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,411,224 | 0.23% | 9,493 | $207,176 | Up ×1 | ||
| SCHD | $2,294,396 | 0.22% | 72,356 | $-1,043,826 | Down ×1 | ||
| UTF Cohen & Steers Infrastructure Fund, Inc Common Stock | $2,283,833 | 0.21% | 82,777 | $1,193,949 | Up ×2 | ||
| ICSH | $2,275,746 | 0.21% | 44,993 | $517,308 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2,232,790 | 0.21% | 2,097 | $748,836 | Up ×2 | ||
| IYH | $2,173,609 | 0.20% | 32,437 | $166,610 | Down ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $2,167,692 | 0.20% | 33,039 | $529,433 | Down ×3 | ||
| HQH abrdn Healthcare Investors Shares of Beneficial Interest | $2,165,189 | 0.20% | 98,507 | $372,506 | Down ×3 | ||
| IUSV iShares Core S&P U.S. Value ETF | $2,144,918 | 0.20% | 19,472 | $247,181 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $2,088,145 | 0.20% | 5,766 | $-1,388,943 | Down ×1 | ||
| EEM | $2,086,628 | 0.20% | 30,502 | $836,800 | Up ×5 | ||
| SRV NXG Cushing Midstream Energy Fund Common Shares of Beneficial Interest | $2,029,151 | 0.19% | 40,510 | $598,348 | Up ×4 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,899,919 | 0.18% | 14,785 | $147,499 | Up ×1 | ||
| CGDV | $1,862,527 | 0.18% | 37,795 | $1,186,990 | Up ×4 | ||
| DYNF | $1,808,658 | 0.17% | 26,594 | Up ×1 | |||
| WFC Wells Fargo & Company Common Stock | $1,782,662 | 0.17% | 21,571 | $-2,686 | Down ×4 | ||
| OEF | $1,728,373 | 0.16% | 4,724 | $-849,271 | Down ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1,712,593 | 0.16% | 12,518 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| UNH | $16,017,026 | 1.51% | up ×5 |
| V | $13,301,887 | 1.25% | up ×5 |
| OXY | $12,410,924 | 1.17% | up ×5 |
| MKL | $10,542,312 | 0.99% | up ×5 |
| YYY | $8,234,099 | 0.77% | up ×5 |
| SMH | $7,677,198 | 0.72% | up ×5 |
| HCC | $7,576,691 | 0.71% | up ×5 |
| DIS | $7,497,281 | 0.70% | up ×3 |
| CB | $7,013,815 | 0.66% | up ×6 |
| CGMS | $5,533,703 | 0.52% | up ×4 |
| EFA | $5,409,250 | 0.51% | up ×4 |
| CGBL | $3,604,569 | 0.34% | up ×6 |
| PLTR | $3,498,008 | 0.33% | up ×5 |
| IVW | $3,108,320 | 0.29% | up ×5 |
| RSP | $3,046,027 | 0.29% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DYNF | $1,808,658 | 26,594 | 0.17% |
| AEP | $1,712,593 | 12,518 | 0.16% |
| XBI | $1,649,941 | 10,426 | 0.16% |
| SOXX | $1,064,945 | 1,662 | 0.10% |
| BLCR | $950,534 | 18,871 | 0.09% |
| GPIX | $612,271 | 11,018 | 0.06% |
| Unknown issuer (CUSIP: 84615Q103) | $554,613 | 3,246 | 0.05% |
| TRFM | $500,939 | 7,930 | 0.05% |
| Unknown issuer (CUSIP: 43849R105) | $430,883 | 1,949 | 0.04% |
| Unknown issuer (CUSIP: 438516205) | $410,860 | 1,835 | 0.04% |
| WDC | $374,929 | 587 | 0.04% |
| ZAP | $372,061 | 10,750 | 0.03% |
| QDVO | $358,080 | 12,000 | 0.03% |
| GRID | $325,400 | 1,697 | 0.03% |
| SNDK | $318,322 | 140 | 0.03% |
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 |
|---|---|---|---|---|
| NJUN | Sept. 30, 2025 | 175,098 | $5,182,517 | No longer tracked |
| SPYG | Dec. 31, 2025 | 45,137 | $4,717,270 | No longer tracked |
| URA | June 30, 2025 | 157,013 | $3,598,734 | No longer tracked |
| XLC | March 31, 2025 | 29,389 | $2,845,154 | No longer tracked |
| PIZ | Sept. 30, 2025 | 60,549 | $2,782,229 | |
| SAP | Dec. 31, 2025 | 9,036 | $2,414,509 | -11.3% |
| XOM | June 30, 2026 | 13,005 | $2,206,385 | 21.7% |
| BIL | June 30, 2026 | 23,600 | $2,162,664 | No longer tracked |
| FXE | Dec. 31, 2025 | 19,454 | $2,108,228 | No longer tracked |
| SAP | June 30, 2025 | 7,686 | $2,063,230 | -29.1% |
| SCHB | Sept. 30, 2025 | 84,711 | $2,018,663 | No longer tracked |
| SPTM | Sept. 30, 2025 | 25,727 | $1,926,695 | No longer tracked |
| AWP | Dec. 31, 2025 | 440,225 | $1,747,695 | 2.8% |
| FTHI | March 31, 2025 | 68,068 | $1,583,949 | |
| MTUM | March 31, 2026 | 5,427 | $1,358,432 | No longer tracked |
| URA | June 30, 2026 | 22,899 | $1,109,001 | No longer tracked |
| DELL | March 31, 2025 | 9,250 | $1,066,017 | 381.9% |
| NEA | March 31, 2025 | 92,822 | $1,047,032 | -0.3% |
| STIP | March 31, 2026 | 9,785 | $1,001,911 | No longer tracked |
| BIZD | Sept. 30, 2025 | 58,843 | $957,966 | No longer tracked |
| SCHV | Dec. 31, 2025 | 30,761 | $895,454 | No longer tracked |
| SCHG | Dec. 31, 2025 | 26,411 | $842,773 | No longer tracked |
| HON | June 30, 2026 | 3,634 | $821,310 | -1.9% |
| BMEZ | June 30, 2025 | 53,109 | $791,326 | 19.0% |
| CL | Sept. 30, 2025 | 8,261 | $750,950 | 12.9% |
| ANET | March 31, 2025 | 5,652 | $624,714 | 143.1% |
| AMLP | Sept. 30, 2025 | 12,454 | $608,492 | No longer tracked |
| NAC | March 31, 2025 | 50,359 | $568,553 | 4.3% |
| VCV | March 31, 2025 | 49,094 | $537,088 | -1.0% |
| NKX | March 31, 2025 | 41,753 | $527,762 | -4.2% |
| NEAR | March 31, 2025 | 10,416 | $526,009 | No longer tracked |
| RITM | March 31, 2025 | 46,300 | $513,004 | -10.9% |
| TRV | Sept. 30, 2025 | 1,909 | $510,736 | 31.2% |
| SHV | March 31, 2025 | 4,626 | $509,369 | |
| PULS | March 31, 2025 | 10,127 | $504,328 | No longer tracked |
| VRIG | March 31, 2025 | 19,908 | $499,989 | |
| PARA | Sept. 30, 2025 | 36,235 | $467,432 | |
| EVN | March 31, 2025 | 45,887 | $463,918 | 4.8% |
| CRWD | March 31, 2025 | 1,345 | $460,206 | -46.9% |
| GSY | March 31, 2025 | 9,134 | $457,705 | No longer tracked |
| IAF | Sept. 30, 2025 | 100,989 | $451,421 | No longer tracked |
| RKLBXXXX | March 31, 2025 | 17,625 | $448,909 | No longer tracked |
| CNR | Dec. 31, 2025 | 5,350 | $446,618 | 9.0% |
| SHV | Sept. 30, 2025 | 3,868 | $427,104 | |
| TTD | March 31, 2025 | 3,597 | $422,756 | -75.8% |
| TEM | March 31, 2026 | 7,007 | $413,766 | 46.8% |
| IEFA | March 31, 2025 | 5,750 | $404,112 | No longer tracked |
| SPBO | Sept. 30, 2025 | 13,794 | $403,060 | No longer tracked |
| EPD | March 31, 2025 | 12,569 | $394,164 | 12.7% |
| FTSM | March 31, 2025 | 6,369 | $380,674 | |
| MELI | March 31, 2025 | 221 | $375,798 | -0.7% |
| ET | March 31, 2025 | 19,155 | $375,248 | 14.3% |
| AMAT | March 31, 2025 | 2,302 | $374,375 | 240.5% |
| JPST | March 31, 2025 | 7,318 | $370,162 | No longer tracked |
| QJUN | Dec. 31, 2025 | 11,735 | $365,078 | No longer tracked |
| DE | Sept. 30, 2025 | 714 | $363,063 | 36.4% |
| BND | March 31, 2025 | 4,811 | $346,002 | |
| WPC | March 31, 2026 | 5,271 | $339,242 | 5.5% |
| UPS | Sept. 30, 2025 | 3,333 | $336,427 | 23.7% |
| SPYM | Sept. 30, 2025 | 4,404 | $320,150 | No longer tracked |
| COWZ | March 31, 2025 | 5,641 | $319,940 | No longer tracked |
| CIBR | Sept. 30, 2025 | 4,151 | $313,734 | |
| TIP | June 30, 2025 | 2,820 | $313,275 | No longer tracked |
| NTSX | Dec. 31, 2025 | 5,768 | $310,966 | No longer tracked |
| LULU | March 31, 2025 | 812 | $310,515 | -58.4% |
| SOFI | Sept. 30, 2025 | 16,864 | $307,093 | -29.4% |
| CRS | Sept. 30, 2025 | 1,100 | $304,019 | 99.8% |
| ARKW | March 31, 2026 | 2,052 | $303,141 | No longer tracked |
| KLAC | March 31, 2025 | 470 | $296,157 | -72.7% |
| TEAF | Dec. 31, 2025 | 25,100 | $295,176 | No longer tracked |
| HYG | June 30, 2025 | 3,650 | $287,948 | No longer tracked |
| FDX | Sept. 30, 2025 | 1,227 | $278,844 | 39.6% |
| MPC | March 31, 2026 | 1,700 | $276,471 | 48.6% |
| SMCI | Dec. 31, 2025 | 5,691 | $272,826 | 27.2% |
| STZ | Sept. 30, 2025 | 1,658 | $269,711 | -0.3% |
| KWEB | June 30, 2025 | 8,310 | $268,814 | No longer tracked |
| ITW | Sept. 30, 2025 | 1,085 | $268,271 | 8.4% |
| TGT | June 30, 2025 | 2,564 | $267,579 | 64.6% |
| NOBL | March 31, 2025 | 2,686 | $267,392 | No longer tracked |
| MCD | March 31, 2025 | 912 | $264,381 | -14.0% |
| NFJ | March 31, 2026 | 20,500 | $264,245 | 23.7% |
| PFLD | June 30, 2025 | 13,051 | $263,630 | No longer tracked |
| WPM | March 31, 2025 | 4,686 | $263,540 | 100.1% |
| ARCC | Dec. 31, 2025 | 12,845 | $262,169 | -2.0% |
| NKE | March 31, 2025 | 3,438 | $261,487 | -36.1% |
| FJUL | Dec. 31, 2025 | 4,775 | $261,337 | No longer tracked |
| APA | June 30, 2026 | 6,024 | $255,652 | 36.0% |
| BAUG | March 31, 2026 | 5,076 | $254,001 | No longer tracked |
| TJX | Sept. 30, 2025 | 2,053 | $253,526 | -2.3% |
| FFEB | June 30, 2025 | 5,137 | $250,635 | No longer tracked |
| VWO | March 31, 2025 | 5,664 | $249,442 | No longer tracked |
| IUSG | March 31, 2025 | 1,772 | $246,903 | |
| JVAL | Dec. 31, 2025 | 5,177 | $245,908 | No longer tracked |
| VV | March 31, 2025 | 906 | $244,349 | No longer tracked |
| CEG | March 31, 2026 | 690 | $243,768 | -2.4% |
| MLPX | Dec. 31, 2025 | 3,870 | $242,688 | No longer tracked |
| TMO | March 31, 2025 | 466 | $242,612 | 24.7% |
| JAAA | Dec. 31, 2025 | 4,775 | $242,474 | No longer tracked |
| FNDF | Dec. 31, 2025 | 5,617 | $241,306 | No longer tracked |
| CMI | Sept. 30, 2025 | 733 | $240,061 | 41.8% |
| GILD | Sept. 30, 2025 | 2,162 | $239,692 | 30.5% |
| IGV | Sept. 30, 2025 | 2,182 | $238,930 | No longer tracked |
| SPMO | March 31, 2026 | 1,999 | $238,497 | No longer tracked |
| XSEP | Dec. 31, 2025 | 5,710 | $237,502 | No longer tracked |
| FSCO | March 31, 2025 | 34,704 | $236,683 | -26.6% |
| COFS | March 31, 2026 | 8,000 | $236,160 | 18.2% |
| MPC | Sept. 30, 2025 | 1,412 | $234,547 | 88.2% |
| HAFN | Sept. 30, 2025 | 47,002 | $234,539 | 36.7% |
| TLT | Sept. 30, 2025 | 2,642 | $233,140 | |
| MUB | Sept. 30, 2025 | 2,224 | $232,364 | No longer tracked |
| STZ | March 31, 2025 | 1,051 | $232,297 | -26.8% |
| MGV | Sept. 30, 2025 | 1,768 | $231,963 | No longer tracked |
| PDI | Dec. 31, 2025 | 11,701 | $231,679 | -15.2% |
| RDVI | March 31, 2025 | 9,527 | $230,934 | No longer tracked |
| FDN | March 31, 2025 | 947 | $230,281 | No longer tracked |
| AWK | March 31, 2025 | 1,849 | $230,070 | -7.1% |
| MDLZ | March 31, 2025 | 3,815 | $229,664 | -5.5% |
| QDEC | June 30, 2025 | 8,773 | $229,417 | No longer tracked |
| CRS | March 31, 2025 | 1,350 | $229,108 | 170.7% |
| VGK | March 31, 2025 | 3,588 | $227,731 | No longer tracked |
| ALNY | Dec. 31, 2025 | 498 | $226,860 | -42.2% |
| ETO | March 31, 2026 | 7,466 | $226,595 | 18.6% |
| BILS | Sept. 30, 2025 | 2,274 | $226,103 | No longer tracked |
| BUG | Dec. 31, 2025 | 6,370 | $224,161 | |
| ORLY | March 31, 2025 | 189 | $224,116 | -6.9% |
| BACPRL | Sept. 30, 2025 | 184 | $223,192 | No longer tracked |
| GJAN | March 31, 2026 | 5,200 | $222,512 | No longer tracked |
| MELI | Sept. 30, 2025 | 85 | $222,159 | -17.1% |
| RNP | Dec. 31, 2025 | 9,867 | $221,810 | 3.3% |
| BOND | March 31, 2026 | 2,379 | $221,400 | -1.8% |
| ISRG | March 31, 2025 | 423 | $220,789 | -24.6% |
| SILA | March 31, 2025 | 9,055 | $220,217 | No longer tracked |
| WM | Sept. 30, 2025 | 958 | $219,211 | 1.4% |
| KHC | June 30, 2025 | 7,173 | $218,274 | -1.3% |
| CMF | March 31, 2025 | 3,807 | $218,064 | No longer tracked |
| COP | March 31, 2026 | 2,320 | $217,147 | 2.6% |
| FDEC | June 30, 2025 | 4,965 | $215,501 | No longer tracked |
| BX | March 31, 2026 | 1,391 | $214,466 | 24.6% |
| SIRI | March 31, 2025 | 9,378 | $213,818 | 27.8% |
| FJUN | Sept. 30, 2025 | 3,980 | $213,609 | No longer tracked |
| O | Dec. 31, 2025 | 3,498 | $212,675 | 12.0% |
| MMM | Sept. 30, 2025 | 1,396 | $212,559 | 15.9% |
| COP | June 30, 2025 | 2,017 | $211,825 | 50.9% |
| RDVI | Sept. 30, 2025 | 8,500 | $210,035 | No longer tracked |
| SHY | March 31, 2025 | 2,556 | $209,541 | |
| IYW | March 31, 2026 | 1,047 | $209,065 | No longer tracked |
| QMAR | June 30, 2025 | 7,375 | $208,639 | No longer tracked |
| GDV | March 31, 2026 | 7,500 | $208,275 | 12.8% |
| GJUN | Dec. 31, 2025 | 5,324 | $206,997 | No longer tracked |
| FSEP | June 30, 2025 | 4,645 | $206,938 | No longer tracked |
| QSPT | June 30, 2025 | 7,800 | $206,749 | No longer tracked |
| MELI | March 31, 2026 | 102 | $205,456 | 12.0% |
| ARKK | March 31, 2026 | 2,668 | $205,222 | No longer tracked |
| QTEC | March 31, 2026 | 890 | $204,887 | |
| NOBL | Dec. 31, 2025 | 1,982 | $204,285 | No longer tracked |
| CDC | March 31, 2025 | 3,264 | $204,262 | |
| FAPR | March 31, 2025 | 4,940 | $203,973 | No longer tracked |
| ISRG | March 31, 2026 | 360 | $203,890 | -19.0% |
| SIRI | Dec. 31, 2025 | 8,735 | $203,309 | 44.2% |
| RDVY | March 31, 2025 | 3,427 | $202,654 | |
| COIN | Dec. 31, 2025 | 600 | $202,494 | -17.2% |
| WM | June 30, 2026 | 878 | $201,756 | 0.5% |
| QDVO | March 31, 2026 | 6,950 | $201,689 | No longer tracked |
| GDX | June 30, 2026 | 2,195 | $201,436 | No longer tracked |
| GFEB | March 31, 2026 | 4,850 | $201,423 | No longer tracked |
| FMAY | March 31, 2025 | 4,245 | $201,342 | No longer tracked |
| PECO | March 31, 2025 | 5,340 | $200,566 | 7.7% |
| KMPR | March 31, 2026 | 4,944 | $200,430 | -12.0% |
| CMCSA | Dec. 31, 2025 | 6,377 | $200,368 | -5.5% |
| FOCT | June 30, 2025 | 4,825 | $200,239 | No longer tracked |
| SIXJ | Dec. 31, 2025 | 6,000 | $200,041 | No longer tracked |
| PSKY | Dec. 31, 2025 | 10,505 | $198,759 | -22.9% |
| BPRE | June 30, 2026 | 11,488 | $190,816 | -6.6% |
| FSK | March 31, 2026 | 12,068 | $178,733 | 16.9% |
| FSCO | Dec. 31, 2025 | 25,369 | $175,300 | -17.9% |
| CMBT | March 31, 2026 | 15,764 | $152,122 | 44.7% |
| HNW | Sept. 30, 2025 | 11,200 | $140,056 | No longer tracked |
| NXC | March 31, 2026 | 10,210 | $134,777 | No longer tracked |
| VCV | Sept. 30, 2025 | 12,800 | $132,737 | -0.8% |
| FBRT | March 31, 2025 | 10,175 | $131,208 | -35.7% |
| FGB | March 31, 2025 | 31,050 | $130,721 | No longer tracked |
| BCX | Dec. 31, 2025 | 11,577 | $117,739 | 18.9% |
| FTPA | March 31, 2026 | 13,521 | $116,689 | No longer tracked |
| DHT | Sept. 30, 2025 | 10,408 | $112,510 | 68.2% |
| BKN | March 31, 2026 | 10,000 | $112,000 | No longer tracked |
| MCN | March 31, 2026 | 17,100 | $102,600 | -3.2% |
| HLN | June 30, 2026 | 10,190 | $102,002 | 6.3% |
| GRX | Sept. 30, 2025 | 10,200 | $96,390 | 10.5% |
| ETW | June 30, 2026 | 10,700 | $93,946 | 2.1% |
| GOGL | Sept. 30, 2025 | 12,748 | $93,316 | No longer tracked |
| AHH | Dec. 31, 2025 | 11,521 | $80,762 | No longer tracked |
| ABSI | March 31, 2025 | 26,800 | $70,216 | 281.1% |
| HFRO | June 30, 2026 | 10,400 | $59,384 | 0.3% |
| OXLCXXXX | March 31, 2025 | 11,529 | $58,454 | No longer tracked |
| MTA | June 30, 2025 | 20,100 | $57,888 | No longer tracked |
| EVF | March 31, 2026 | 10,600 | $55,862 | -0.4% |
| LCIDXXXX | March 31, 2025 | 12,000 | $36,240 | No longer tracked |
| GGB | March 31, 2025 | 12,300 | $35,424 | 54.9% |
| BTG | March 31, 2025 | 10,200 | $24,969 | No longer tracked |
| ONDS | Sept. 30, 2025 | 12,500 | $24,000 | 12.8% |
| SLDP | Sept. 30, 2025 | 10,499 | $22,993 | -30.4% |
| FEMY | June 30, 2026 | 47,055 | $19,773 | -29.9% |
| SNSE | June 30, 2025 | 16,514 | $6,507 | No longer tracked |
| UTFRT | Dec. 31, 2025 | 41,811 | $3,257 | No longer tracked |
| RIVRT | Dec. 31, 2025 | 55,875 | $450 | No longer tracked |