Putney Financial Group LLC
CIK 2056907 · View on SEC EDGAR ↗
- Portfolio value
- $111.1M
- Positions
- 78
- As of
- June 30, 2026
Portfolio value QoQ: +11.9% 13F does not disclose cash
- Top 10 holdings weight
- 60.28%
- Top 25 holdings weight
- 80.76%
- Positions above 1%
- 21
- Effective number of positions
- 13.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.41% Est. buys $4,639,637 · sells $10,251,664
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 22.2% still held
- New positions
- 7
- Increased
- 19
- Decreased
- 36
- Closed
- 13
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- 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.
Performance vs S&P 500
Annualized: +15.1% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 95.8% · Options excluded: 0.0%
Sector breakdown
Full portfolio 78 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $23,991,104 | 21.60% | 82,911 | $2,590,830 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12,463,650 | 11.22% | 34,876 | $2,332,330 | Down ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7,825,179 | 7.05% | 32,832 | $901,243 | Down ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $5,232,979 | 4.71% | 14,029 | $-11,472 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,817,739 | 3.44% | 19,080 | $451,988 | Down ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3,421,789 | 3.08% | 7,165 | $967,596 | Down ×6 | ||
| MA Mastercard Incorporated Common Stock | $2,686,642 | 2.42% | 5,231 | $60,929 | Down ×6 | ||
| INTC Intel Corporation - Common Stock | $2,560,256 | 2.31% | 18,336 | $1,754,883 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,553,099 | 2.30% | 4,395 | $1,676,316 | Up ×4 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2,388,628 | 2.15% | 3,130 | $1,186,165 | Up ×4 | ||
| ANET Arista Networks, Inc. Common Stock | $2,327,186 | 2.10% | 13,699 | $648,906 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2,274,038 | 2.05% | 37,000 | $645,856 | Up ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,079,563 | 1.87% | 2,223 | $622,782 | Up ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,947,226 | 1.75% | 17,054 | $-59,469 | Up ×1 | ||
| V Visa Inc. | $1,702,756 | 1.53% | 4,963 | $164,052 | Down ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,627,854 | 1.47% | 1,357 | $371,281 | Down ×3 | ||
| BRKB | $1,545,204 | 1.39% | 3,088 | $65,434 | |||
| NET Cloudflare, Inc. Class A Common Stock | $1,466,039 | 1.32% | 5,977 | $185,493 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,421,655 | 1.28% | 5,055 | $212,494 | Up ×1 | ||
| VEA | $1,332,476 | 1.20% | 18,701 | $167,175 | Up ×4 | ||
| ALL Allstate Corporation (The) Common Stock | $1,284,162 | 1.16% | 5,397 | $165,148 | |||
| COHR Coherent Corp. Common Stock | $1,073,353 | 0.97% | 2,721 | $496,170 | Up ×1 | ||
| VWO | $955,637 | 0.86% | 16,010 | $231,529 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $929,307 | 0.84% | 3,693 | $-753,631 | Down ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $787,116 | 0.71% | 1,545 | $-154,524 | Down ×2 | ||
| CPRT Copart, Inc. - Common Stock | $777,706 | 0.70% | 27,588 | $-226,694 | Down ×6 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $743,863 | 0.67% | 11,828 | $53,080 | Up ×5 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $739,954 | 0.67% | 1,715 | $466,842 | Up ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $723,750 | 0.65% | 750 | $429,930 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $716,339 | 0.65% | 8,230 | $153,622 | Down ×2 | ||
| VTV | $710,954 | 0.64% | 3,262 | $103,095 | Up ×2 | ||
| SPHR Sphere Entertainment Co. Class A Common Stock | $705,097 | 0.63% | 4,075 | $226,692 | |||
| EME EMCOR Group, Inc. Common Stock | $692,950 | 0.62% | 835 | $137,003 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $691,976 | 0.62% | 2,114 | $-118,729 | Down ×1 | ||
| NUE Nucor Corporation Common Stock | $628,032 | 0.57% | 2,819 | $130,309 | Down ×1 | ||
| JEPI | $597,107 | 0.54% | 10,572 | $371,634 | Up ×1 | ||
| CLH Clean Harbors, Inc. Common Stock | $559,559 | 0.50% | 1,873 | $22,514 | |||
| UNP Union Pacific Corporation Common Stock | $499,392 | 0.45% | 1,836 | $-34,615 | Down ×6 | ||
| DE Deere & Company Common Stock | $494,143 | 0.44% | 779 | $64,908 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $459,037 | 0.41% | 5,230 | $-31,369 | Down ×3 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $455,853 | 0.41% | 3,609 | $82,123 | Down ×6 | ||
| HEI Heico Corporation Common Stock | $440,607 | 0.40% | 1,237 | $101,422 | |||
| Unknown issuer (CUSIP: 30233Q108) | $439,828 | 0.40% | 3,217 | Up ×1 | |||
| MO Altria Group, Inc. | $436,737 | 0.39% | 6,070 | $-23,213 | Down ×1 | ||
| JMUB | $428,085 | 0.39% | 8,451 | Up ×1 | |||
| IWF | $418,205 | 0.38% | 3,368 | $59,176 | Up ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $416,282 | 0.37% | 306 | $82,494 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $385,130 | 0.35% | 1,090 | $40,037 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $371,256 | 0.33% | 316 | $-1,007,053 | Down ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $367,174 | 0.33% | 2,513 | $38,097 | |||
| GD General Dynamics Corporation Common Stock | $362,388 | 0.33% | 1,023 | $11,274 | |||
| BAC Bank of America Corporation Common Stock | $355,555 | 0.32% | 6,240 | $51,355 | |||
| MP MP Materials Corp. Common Stock | $328,555 | 0.30% | 5,866 | $-10,037 | Down ×1 | ||
| WWD Woodward, Inc. - Common Stock | $319,080 | 0.29% | 750 | $50,640 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $318,310 | 0.29% | 160 | ||||
| BMI Badger Meter, Inc. Common Stock | $313,082 | 0.28% | 2,110 | $-19,041 | Down ×5 | ||
| CMC Commercial Metals Company Common Stock | $307,977 | 0.28% | 4,908 | $11,209 | Up ×1 | ||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $293,567 | 0.26% | 995 | $-49,561 | Down ×1 | ||
| CME CME Group Inc. - Class A Common Stock | $288,183 | 0.26% | 1,305 | $-97,249 | |||
| WM Waste Management, Inc. Common Stock | $287,961 | 0.26% | 1,292 | $-18,119 | Down ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $281,316 | 0.25% | 3,940 | $-133,091 | Down ×1 | ||
| IVE | $280,646 | 0.25% | 1,236 | $19,665 | |||
| TSLA Tesla, Inc. - Common Stock | $269,184 | 0.24% | 640 | $31,264 | |||
| JCPB | $256,480 | 0.23% | 5,464 | Up ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $255,934 | 0.23% | 1,385 | ||||
| CMI Cummins Inc. Common Stock | $239,639 | 0.22% | 336 | ||||
| ISRG Intuitive Surgical, Inc. - Common Stock | $238,608 | 0.21% | 600 | $-42,596 | Down ×4 | ||
| GLD | $238,342 | 0.21% | 647 | $-40,056 | |||
| CAT Caterpillar, Inc. Common Stock | $236,408 | 0.21% | 222 | ||||
| TMO Thermo Fisher Scientific Inc Common Stock | $235,138 | 0.21% | 469 | $-5,220 | Down ×6 | ||
| PM Philip Morris International Inc Common Stock | $232,831 | 0.21% | 1,287 | $20,038 | |||
| CRM Salesforce, Inc. Common Stock | $230,134 | 0.21% | 1,469 | $-73,391 | Down ×6 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $225,070 | 0.20% | 1,005 | $-30,937 | Down ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $219,058 | 0.20% | 441 | $1,146 | Down ×6 | ||
| NOC Northrop Grumman Corporation Common Stock | $219,003 | 0.20% | 430 | $-161,687 | Down ×1 | ||
| OKLO Oklo Inc. Class A common stock | $218,687 | 0.20% | 4,179 | $7,582 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $212,790 | 0.19% | 618 | $3,471 | Down ×6 | ||
| ADBE Adobe Inc. - Common Stock | $200,920 | 0.18% | 980 | $-41,674 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
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 |
|---|---|---|---|---|
| GE | June 30, 2026 | 5,192 | $1,473,334 | -6.7% |
| TREX | Dec. 31, 2025 | 23,305 | $1,204,169 | 34.8% |
| XOM | June 30, 2026 | 4,463 | $757,193 | 21.7% |
| JNJ | June 30, 2026 | 2,525 | $617,211 | 5.2% |
| PLBC | March 31, 2025 | 12,087 | $571,229 | 42.4% |
| ABT | June 30, 2026 | 4,427 | $454,520 | 26.1% |
| CASH | June 30, 2025 | 411,470 | $411,470 | 6.3% |
| PEP | June 30, 2026 | 2,399 | $372,541 | 5.3% |
| CVX | June 30, 2026 | 1,789 | $370,144 | 24.6% |
| AGG | June 30, 2026 | 3,549 | $352,309 | No longer tracked |
| DIS | Sept. 30, 2025 | 2,839 | $352,064 | -6.4% |
| TTD | June 30, 2026 | 14,750 | $334,678 | -26.9% |
| QCOM | March 31, 2026 | 1,646 | $281,548 | 25.0% |
| AA | June 30, 2026 | 4,106 | $272,351 | 1.8% |
| LNN | Dec. 31, 2025 | 1,810 | $254,414 | -2.3% |
| IYT | March 31, 2025 | 3,745 | $253,076 | No longer tracked |
| PG | June 30, 2026 | 1,671 | $241,359 | -2.3% |
| DHR | June 30, 2026 | 1,239 | $234,914 | 12.4% |
| XYL | March 31, 2026 | 1,719 | $234,093 | -4.7% |
| SYK | Dec. 31, 2025 | 626 | $231,413 | -6.0% |
| RPM | Dec. 31, 2025 | 1,961 | $231,163 | 6.2% |
| BSX | March 31, 2026 | 2,414 | $230,175 | -21.2% |
| VZ | Dec. 31, 2025 | 5,102 | $224,233 | 21.4% |
| DELL | Dec. 31, 2025 | 1,574 | $223,146 | 248.9% |
| INTU | March 31, 2026 | 335 | $221,911 | -16.6% |
| HD | June 30, 2026 | 669 | $220,027 | -4.8% |
| MCK | June 30, 2026 | 242 | $209,417 | 13.4% |
| LPX | Dec. 31, 2025 | 2,323 | $206,375 | -8.3% |
| TSCO | Dec. 31, 2025 | 3,544 | $201,547 | -30.2% |
| ES | March 31, 2025 | 3,460 | $198,699 | 15.7% |
| CVX | Sept. 30, 2025 | 1,179 | $168,821 | 33.0% |
| BDX | Sept. 30, 2025 | 960 | $165,360 | 28.3% |
| IDA | March 31, 2025 | 1,491 | $162,895 | 20.2% |
| PAYX | Sept. 30, 2025 | 1,070 | $155,642 | -3.7% |
| DIA | Sept. 30, 2025 | 350 | $154,228 | No longer tracked |
| ORCL | Sept. 30, 2025 | 691 | $151,032 | -47.9% |
| ABNB | Sept. 30, 2025 | 1,132 | $149,809 | 52.3% |
| HD | Sept. 30, 2025 | 403 | $147,756 | -17.2% |
| AWK | Sept. 30, 2025 | 1,013 | $140,918 | -1.6% |
| FISV | Sept. 30, 2025 | 798 | $137,583 | -60.0% |
| ECL | Sept. 30, 2025 | 509 | $137,145 | 2.5% |
| WCN | Sept. 30, 2025 | 692 | $129,026 | -4.1% |
| AMGN | Sept. 30, 2025 | 462 | $128,995 | 54.5% |
| PEP | Sept. 30, 2025 | 961 | $126,890 | 1.5% |
| GEHC | Sept. 30, 2025 | 1,709 | $126,586 | -1.4% |
| MCD | Sept. 30, 2025 | 429 | $125,341 | -11.6% |
| KMI | Sept. 30, 2025 | 4,005 | $117,747 | 11.5% |
| COF | Sept. 30, 2025 | 543 | $115,529 | 2.4% |
| CSCO | Sept. 30, 2025 | 1,659 | $115,101 | 62.3% |
| COP | Sept. 30, 2025 | 1,275 | $114,419 | 43.2% |
| STX | Sept. 30, 2025 | 750 | $108,248 | 263.9% |
| PSA | Sept. 30, 2025 | 353 | $103,577 | 11.6% |
| WAB | Sept. 30, 2025 | 493 | $103,210 | 47.2% |
| GAB | March 31, 2025 | 18,679 | $100,492 | 3.9% |
| TGT | Sept. 30, 2025 | 989 | $97,565 | 81.1% |
| SPY | Sept. 30, 2025 | 152 | $93,913 | No longer tracked |
| NYT | Sept. 30, 2025 | 1,651 | $92,423 | 14.2% |
| SRE | March 31, 2025 | 1,029 | $90,223 | 21.0% |
| PH | Sept. 30, 2025 | 129 | $90,103 | 33.5% |
| META | Sept. 30, 2025 | 122 | $90,047 | -25.3% |
| WFC | Sept. 30, 2025 | 1,121 | $89,815 | 1.0% |
| ABT | Sept. 30, 2025 | 649 | $88,270 | -14.6% |
| FVD | March 31, 2025 | 1,970 | $85,955 | No longer tracked |
| AEP | Sept. 30, 2025 | 828 | $85,913 | 9.7% |
| AFL | Sept. 30, 2025 | 800 | $84,368 | 4.7% |
| PAYC | Sept. 30, 2025 | 338 | $78,213 | 8.2% |
| CWT | March 31, 2025 | 1,722 | $78,044 | 3.1% |
| CMI | Sept. 30, 2025 | 236 | $77,290 | 41.8% |
| CLX | Sept. 30, 2025 | 640 | $76,845 | -14.4% |
| WMT | Sept. 30, 2025 | 777 | $75,975 | 0.1% |
| VOO | Sept. 30, 2025 | 132 | $74,980 | No longer tracked |
| AXP | Sept. 30, 2025 | 232 | $74,003 | 0.9% |
| SAP | Sept. 30, 2025 | 240 | $72,984 | -19.4% |
| DLR | Sept. 30, 2025 | 418 | $72,870 | 13.6% |
| QQQ | Sept. 30, 2025 | 131 | $72,265 | |
| XOM | Sept. 30, 2025 | 650 | $70,070 | 47.6% |
| INTC | Sept. 30, 2025 | 3,085 | $69,104 | 174.0% |
| AMLP | Sept. 30, 2025 | 1,411 | $68,941 | No longer tracked |
| ITW | Sept. 30, 2025 | 260 | $64,285 | 8.4% |
| REGN | Sept. 30, 2025 | 122 | $64,050 | 49.0% |
| HPQ | Sept. 30, 2025 | 2,491 | $60,930 | 8.8% |
| SSD | Sept. 30, 2025 | 379 | $58,862 | 12.3% |
| ADSK | Sept. 30, 2025 | 190 | $58,818 | -22.2% |
| FDX | Sept. 30, 2025 | 258 | $58,646 | 39.6% |
| IDV | Sept. 30, 2025 | 1,655 | $57,114 | No longer tracked |
| IVV | Sept. 30, 2025 | 90 | $55,881 | No longer tracked |
| ACN | Sept. 30, 2025 | 186 | $55,594 | -26.0% |
| POOL | Sept. 30, 2025 | 181 | $52,758 | -38.4% |
| JNJ | Sept. 30, 2025 | 335 | $51,171 | 44.1% |
| PSX | Sept. 30, 2025 | 427 | $50,941 | 78.7% |
| DPZ | Sept. 30, 2025 | 111 | $50,030 | -22.3% |
| TRMB | Sept. 30, 2025 | 652 | $49,539 | -27.1% |
| LRCX | Sept. 30, 2025 | 500 | $48,670 | 134.5% |
| VLTO | Sept. 30, 2025 | 475 | $47,951 | -7.0% |
| SPOT | Sept. 30, 2025 | 62 | $47,575 | -24.5% |
| RH | Sept. 30, 2025 | 250 | $47,253 | -23.2% |
| EMD | March 31, 2025 | 4,761 | $45,804 | 7.1% |
| ROST | March 31, 2025 | 293 | $44,322 | 86.5% |
| CSX | Sept. 30, 2025 | 1,350 | $44,051 | 44.9% |
| LEA | Sept. 30, 2025 | 457 | $43,406 | 27.7% |
| ASML | Sept. 30, 2025 | 53 | $42,474 | 81.2% |
| OLLI | Sept. 30, 2025 | 300 | $39,534 | -41.8% |
| PFN | March 31, 2025 | 5,305 | $39,522 | -8.3% |
| NNN | March 31, 2025 | 932 | $38,076 | 8.0% |
| EIX | Sept. 30, 2025 | 700 | $36,120 | 33.6% |
| UPS | Sept. 30, 2025 | 357 | $36,036 | 23.7% |
| CAT | Sept. 30, 2025 | 92 | $35,715 | 72.7% |
| CI | Sept. 30, 2025 | 107 | $35,372 | -4.0% |
| GIS | Sept. 30, 2025 | 680 | $35,231 | -22.0% |
| LIN | Sept. 30, 2025 | 75 | $35,189 | 2.7% |
| T | Sept. 30, 2025 | 1,203 | $34,815 | -10.2% |
| KO | Sept. 30, 2025 | 490 | $34,668 | 36.7% |
| ROP | Sept. 30, 2025 | 60 | $34,010 | -18.8% |
| NSC | Sept. 30, 2025 | 129 | $33,020 | 15.9% |
| UHAL | Sept. 30, 2025 | 517 | $31,310 | 26.0% |
| GILD | Sept. 30, 2025 | 270 | $29,935 | 30.5% |
| BX | Sept. 30, 2025 | 200 | $29,916 | -16.1% |
| EA | Sept. 30, 2025 | 175 | $27,948 | No longer tracked |
| AIR | Sept. 30, 2025 | 399 | $27,447 | 49.7% |
| GLW | Sept. 30, 2025 | 520 | $27,347 | 87.2% |
| LOW | Sept. 30, 2025 | 120 | $26,624 | -13.4% |
| HPE | Sept. 30, 2025 | 1,297 | $26,524 | 118.1% |
| UFPI | Sept. 30, 2025 | 266 | $26,430 | -5.0% |
| TXN | Sept. 30, 2025 | 127 | $26,368 | 44.3% |
| SCHA | Sept. 30, 2025 | 1,016 | $25,705 | No longer tracked |
| EBAY | Sept. 30, 2025 | 345 | $25,689 | 14.4% |
| MSGE | Sept. 30, 2025 | 640 | $25,581 | 76.3% |
| IWD | Sept. 30, 2025 | 130 | $25,250 | No longer tracked |
| HOOD | Sept. 30, 2025 | 265 | $24,812 | -25.8% |
| TXT | Sept. 30, 2025 | 304 | $24,408 | -0.1% |
| MMM | Sept. 30, 2025 | 160 | $24,358 | 15.9% |
| VUG | Sept. 30, 2025 | 55 | $24,112 | No longer tracked |
| VST | Sept. 30, 2025 | 119 | $23,063 | -29.0% |
| SBUX | Sept. 30, 2025 | 250 | $22,908 | 22.5% |
| ACI | Sept. 30, 2025 | 1,050 | $22,586 | -30.8% |
| PLTR | Sept. 30, 2025 | 160 | $21,811 | -5.2% |
| MRK | Sept. 30, 2025 | 275 | $21,769 | 80.7% |
| SMR | Sept. 30, 2025 | 540 | $21,362 | -74.2% |
| NKE | Sept. 30, 2025 | 295 | $20,957 | -41.8% |
| SPYV | March 31, 2025 | 400 | $20,456 | No longer tracked |
| LAND | Sept. 30, 2025 | 2,000 | $20,340 | -5.5% |
| DOCU | Sept. 30, 2025 | 254 | $19,784 | -15.5% |
| DVN | March 31, 2025 | 591 | $19,334 | 31.4% |
| CARR | Sept. 30, 2025 | 263 | $19,249 | 2.1% |
| LW | Sept. 30, 2025 | 370 | $19,185 | -8.1% |
| SIRI | Sept. 30, 2025 | 775 | $17,802 | 23.8% |
| AA | Sept. 30, 2025 | 600 | $17,706 | 61.4% |
| IBIT | Sept. 30, 2025 | 285 | $17,445 | |
| HSY | Sept. 30, 2025 | 100 | $16,595 | 0.5% |
| A | Sept. 30, 2025 | 140 | $16,521 | 21.9% |
| UHALB | Sept. 30, 2025 | 297 | $16,148 | No longer tracked |
| TRV | Sept. 30, 2025 | 60 | $16,052 | 31.2% |
| UPST | Sept. 30, 2025 | 248 | $16,041 | -42.4% |
| MKL | Sept. 30, 2025 | 8 | $15,979 | -6.2% |
| BA | Sept. 30, 2025 | 75 | $15,715 | -0.6% |
| EFX | Sept. 30, 2025 | 60 | $15,562 | -24.1% |
| PFE | March 31, 2025 | 584 | $15,501 | 10.7% |
| NXPI | March 31, 2025 | 74 | $15,381 | 18.4% |
| CWCO | Sept. 30, 2025 | 510 | $15,310 | -17.0% |
| HRL | Sept. 30, 2025 | 500 | $15,125 | -3.1% |
| DDOG | June 30, 2025 | 150 | $14,882 | 71.1% |
| PDP | Sept. 30, 2025 | 133 | $14,442 | |
| PPLT | Sept. 30, 2025 | 117 | $14,376 | No longer tracked |
| LNC | Sept. 30, 2025 | 400 | $13,840 | 5.9% |
| BROS | Sept. 30, 2025 | 200 | $13,674 | -6.0% |
| SSNC | Sept. 30, 2025 | 165 | $13,662 | -7.3% |
| K | Sept. 30, 2025 | 170 | $13,520 | No longer tracked |
| WHR | June 30, 2025 | 150 | $13,520 | -59.2% |
| CHKP | Sept. 30, 2025 | 60 | $13,275 | -37.4% |
| CMCSA | Sept. 30, 2025 | 370 | $13,205 | -15.8% |
| MELI | Sept. 30, 2025 | 5 | $13,068 | -17.1% |
| IWM | Sept. 30, 2025 | 60 | $12,947 | No longer tracked |
| MS | Sept. 30, 2025 | 90 | $12,677 | 33.2% |
| MDB | Sept. 30, 2025 | 60 | $12,599 | 34.8% |
| MSGS | Sept. 30, 2025 | 60 | $12,537 | 74.8% |
| USPH | Sept. 30, 2025 | 160 | $12,512 | -8.3% |
| IT | Sept. 30, 2025 | 30 | $12,127 | -26.6% |
| SPG | Sept. 30, 2025 | 75 | $12,057 | 17.1% |
| TYG | March 31, 2025 | 287 | $12,049 | 4.3% |
| EMN | Sept. 30, 2025 | 160 | $11,946 | 18.3% |
| BKNG | Sept. 30, 2025 | 2 | $11,578 | -96.2% |
| OXY | Sept. 30, 2025 | 275 | $11,553 | 30.0% |
| KEYS | Sept. 30, 2025 | 70 | $11,470 | 81.2% |
| TKR | Sept. 30, 2025 | 150 | $10,883 | 67.6% |
| SE | Sept. 30, 2025 | 67 | $10,716 | -34.7% |
| ALEX | Sept. 30, 2025 | 600 | $10,698 | No longer tracked |
| CEG | Sept. 30, 2025 | 33 | $10,651 | -17.2% |
| TTC | June 30, 2025 | 146 | $10,622 | 38.1% |
| F | Sept. 30, 2025 | 966 | $10,481 | 20.0% |
| PCG | Sept. 30, 2025 | 720 | $10,037 | 18.6% |
| VXUS | Sept. 30, 2025 | 142 | $9,811 | |
| NOK | March 31, 2025 | 2,201 | $9,750 | 94.1% |
| MRVL | Sept. 30, 2025 | 125 | $9,675 | 193.0% |
| DUK | Sept. 30, 2025 | 80 | $9,440 | -1.3% |
| SONY | Sept. 30, 2025 | 355 | $9,241 | -17.3% |
| CAVA | Sept. 30, 2025 | 109 | $9,181 | 20.2% |
| ENB | Sept. 30, 2025 | 200 | $9,052 | 1.5% |
| WY | Sept. 30, 2025 | 352 | $9,043 | -0.4% |
| BBY | March 31, 2025 | 105 | $9,009 | 18.7% |
| ZTS | Sept. 30, 2025 | 55 | $8,577 | -47.6% |
| QRVO | Sept. 30, 2025 | 100 | $8,491 | 5.8% |
| PCOR | March 31, 2025 | 110 | $8,242 | -5.8% |
| KALU | Sept. 30, 2025 | 100 | $7,990 | 102.6% |
| VEEV | Sept. 30, 2025 | 27 | $7,775 | -16.8% |
| WD | June 30, 2025 | 90 | $7,682 | -42.9% |
| BFA | Sept. 30, 2025 | 270 | $7,417 | No longer tracked |
| CVS | Sept. 30, 2025 | 107 | $7,381 | 24.1% |
| LHX | March 31, 2025 | 35 | $7,360 | 29.2% |
| CNP | Sept. 30, 2025 | 200 | $7,348 | 1.9% |
| SCHE | June 30, 2025 | 266 | $7,334 | No longer tracked |
| VWO | Sept. 30, 2025 | 144 | $7,122 | No longer tracked |
| FMC | Sept. 30, 2025 | 170 | $7,098 | -67.4% |
| GS | Sept. 30, 2025 | 10 | $7,078 | 28.6% |
| ARKK | Sept. 30, 2025 | 100 | $7,029 | No longer tracked |
| MU | Sept. 30, 2025 | 55 | $6,779 | 488.5% |
| ARCC | Sept. 30, 2025 | 300 | $6,588 | -2.9% |
| TY | Sept. 30, 2025 | 200 | $6,332 | 4.7% |
| ARKG | June 30, 2025 | 300 | $6,228 | No longer tracked |
| S | Sept. 30, 2025 | 330 | $6,032 | 16.3% |
| HON | Sept. 30, 2025 | 25 | $5,822 | 10.7% |
| BWXT | Sept. 30, 2025 | 40 | $5,762 | -14.2% |
| FTV | Sept. 30, 2025 | 107 | $5,578 | 22.3% |
| ED | Sept. 30, 2025 | 55 | $5,519 | 7.5% |
| AZN | June 30, 2025 | 75 | $5,513 | 136.8% |
| PFE | Sept. 30, 2025 | 220 | $5,333 | 10.1% |
| ICLN | Sept. 30, 2025 | 398 | $5,218 | |
| GM | Sept. 30, 2025 | 100 | $4,921 | 43.9% |
| PYPL | Sept. 30, 2025 | 65 | $4,831 | -7.2% |
| YUM | Sept. 30, 2025 | 32 | $4,742 | -1.1% |
| BFB | Sept. 30, 2025 | 175 | $4,709 | No longer tracked |
| SOLV | Sept. 30, 2025 | 62 | $4,702 | 21.2% |
| IP | Sept. 30, 2025 | 100 | $4,683 | -11.9% |
| CL | Sept. 30, 2025 | 50 | $4,545 | 12.9% |
| DBC | June 30, 2025 | 200 | $4,500 | No longer tracked |
| ILF | Sept. 30, 2025 | 160 | $4,194 | No longer tracked |
| NATL | Sept. 30, 2025 | 147 | $4,194 | 18.8% |
| FSLR | Sept. 30, 2025 | 25 | $4,139 | -2.6% |
| JOBY | March 31, 2025 | 500 | $4,065 | 26.7% |
| HAL | June 30, 2025 | 160 | $4,059 | 74.3% |
| EXE | Sept. 30, 2025 | 33 | $3,859 | -10.3% |
| CF | Sept. 30, 2025 | 35 | $3,220 | 42.3% |
| XLF | Sept. 30, 2025 | 60 | $3,142 | No longer tracked |
| BEAM | March 31, 2025 | 125 | $3,100 | 49.4% |
| GOLD | March 31, 2025 | 200 | $3,100 | 84.0% |
| BEPC | June 30, 2025 | 110 | $3,070 | 2.6% |
| EMQQ | June 30, 2025 | 80 | $3,053 | No longer tracked |
| LGIH | Sept. 30, 2025 | 58 | $2,988 | 10.4% |
| CEV | Sept. 30, 2025 | 300 | $2,906 | No longer tracked |
| TRNO | Sept. 30, 2025 | 44 | $2,467 | 20.8% |
| EXG | March 31, 2025 | 300 | $2,451 | 21.5% |
| NEM | March 31, 2025 | 65 | $2,419 | 171.1% |
| IFF | Sept. 30, 2025 | 31 | $2,280 | 37.0% |
| SJM | Sept. 30, 2025 | 23 | $2,259 | 13.1% |
| HOLX | June 30, 2025 | 35 | $2,162 | No longer tracked |
| VYM | Sept. 30, 2025 | 15 | $2,000 | No longer tracked |
| EW | Sept. 30, 2025 | 24 | $1,877 | 14.9% |
| EMBC | Sept. 30, 2025 | 192 | $1,860 | -62.5% |
| RAL | Sept. 30, 2025 | 35 | $1,697 | 46.0% |
| VNT | Sept. 30, 2025 | 42 | $1,550 | -21.8% |
| CMCL | March 31, 2025 | 160 | $1,506 | No longer tracked |
| CC | Sept. 30, 2025 | 120 | $1,374 | 0.7% |
| WBA | Sept. 30, 2025 | 115 | $1,320 | No longer tracked |
| VB | Sept. 30, 2025 | 5 | $1,185 | No longer tracked |
| SAM | June 30, 2025 | 4 | $955 | -3.0% |
| VYX | Sept. 30, 2025 | 75 | $880 | -39.0% |
| PJT | March 31, 2025 | 5 | $789 | 25.7% |
| VHC | Sept. 30, 2025 | 72 | $781 | -25.0% |
| TTWO | March 31, 2025 | 4 | $736 | 17.0% |
| KLG | Sept. 30, 2025 | 42 | $669 | No longer tracked |
| BAX | Sept. 30, 2025 | 22 | $666 | 15.0% |
| ET | Sept. 30, 2025 | 30 | $544 | 23.8% |
| CAH | Sept. 30, 2025 | 3 | $504 | 46.9% |
| SLVM | Sept. 30, 2025 | 9 | $451 | -16.5% |
| KD | March 31, 2025 | 13 | $450 | -60.5% |
| SAIC | Sept. 30, 2025 | 4 | $450 | 27.8% |
| IPO | Sept. 30, 2025 | 10 | $449 | No longer tracked |
| NIO | March 31, 2025 | 100 | $436 | 20.1% |
| VTRS | Sept. 30, 2025 | 48 | $429 | 62.2% |
| OGN | March 31, 2025 | 25 | $378 | -7.8% |
| ADNT | Sept. 30, 2025 | 17 | $331 | -16.2% |
| PIPR | March 31, 2025 | 1 | $300 | 20.3% |
| LITE | Sept. 30, 2025 | 3 | $285 | 465.6% |
| OXYWS | Sept. 30, 2025 | 12 | $249 | No longer tracked |
| TAK | Sept. 30, 2025 | 15 | $232 | 23.8% |
| OGN | Sept. 30, 2025 | 17 | $165 | 28.6% |
| VIAV | Sept. 30, 2025 | 16 | $161 | 205.6% |
| DXC | Sept. 30, 2025 | 10 | $153 | -21.8% |
| IAU | Sept. 30, 2025 | 2 | $125 | No longer tracked |
| D | March 31, 2025 | 1 | $36 | 20.5% |
| DARE | Sept. 30, 2025 | 1 | $2 | -61.2% |