RICHARDS, MERRILL & PETERSON, INC.
CIK 90108 · View on SEC EDGAR ↗
- Portfolio value
- $315.1M
- Positions
- 285
- As of
- June 30, 2026
#5,050 of 9,443 by 13F value · top 53.5%
Portfolio value QoQ: +15.6% 13F does not disclose cash
- Top 10 holdings weight
- 32.63%
- Top 25 holdings weight
- 52.61%
- Positions above 1%
- 23
- Effective number of positions
- 61.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.15% Est. buys $21,445,704 · sells $9,249,035
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 47.4% still held
- New positions
- 13
- Increased
- 115
- Decreased
- 69
- 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
22.7%
Retail
10.6%
Industrials
7.0%
Healthcare
6.3%
Communication Services
5.7%
Financial Services
2.9%
Financials
2.7%
Energy
2.7%
Consumer Discretionary
2.2%
Utilities
1.2%
Communications
1.0%
Materials
1.0%
Consumer products
0.8%
Telecommunication
0.8%
Consumer Staples
0.7%
Logistics & Transportation
0.4%
Real Estate
0.4%
Other/Unmapped
30.9%
Full portfolio 285 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $15,357,553 | 4.87% | 53,074 | $3,110,987 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $12,729,374 | 4.04% | 34,125 | $1,002,172 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $12,058,800 | 3.83% | 50,595 | $2,051,822 | Up ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $11,983,417 | 3.80% | 12,810 | $-734,414 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $11,661,025 | 3.70% | 15,835 | $2,643,804 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $9,586,352 | 3.04% | 47,910 | $1,346,913 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9,170,751 | 2.91% | 25,662 | $2,681,385 | Up ×6 | ||
| SPY SPY | $7,226,283 | 2.29% | 9,677 | $1,123,968 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $7,078,077 | 2.25% | 9,790 | $3,810,691 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $5,951,519 | 1.89% | 5,156 | $3,832,249 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $5,777,513 | 1.83% | 18,351 | $463,956 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,179,780 | 1.64% | 15,824 | $552,619 | Up ×5 | ||
| SCHD | $5,142,691 | 1.63% | 162,179 | $484,569 | Up ×6 | ||
| CGSD | $5,103,620 | 1.62% | 198,353 | $281,293 | Up ×6 | ||
| CVX Chevron Corporation Common Stock | $5,014,135 | 1.59% | 30,249 | $-1,257,379 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4,810,395 | 1.53% | 8,540 | $353,108 | Up ×3 | ||
| VOO | $4,597,506 | 1.46% | 6,694 | $691,322 | Up ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $4,234,477 | 1.34% | 3,976 | $1,493,645 | Up ×1 | ||
| CGGR | $4,091,237 | 1.30% | 86,679 | $685,445 | Up ×6 | ||
| RTX RTX Corporation Common Stock | $3,539,680 | 1.12% | 18,656 | $-21,427 | Up ×1 | ||
| CGDV | $3,197,779 | 1.01% | 64,890 | $674,519 | Up ×6 | ||
| INCM | $3,178,234 | 1.01% | 110,145 | $1,086,815 | Up ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3,152,291 | 1.00% | 26,837 | $1,004,449 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,110,790 | 0.99% | 8,804 | $538,985 | Down ×3 | ||
| CGCB | $2,808,502 | 0.89% | 107,277 | $425,068 | Up ×6 | ||
| PTRB | $2,786,575 | 0.88% | 67,211 | $79,528 | Up ×6 | ||
| BRKB | $2,763,154 | 0.88% | 5,522 | $-67,480 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2,714,527 | 0.86% | 7,186 | $686,924 | Up ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,666,015 | 0.85% | 7,559 | $-582,709 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2,600,619 | 0.83% | 7,626 | $1,361,506 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $2,509,361 | 0.80% | 6,310 | $-224,771 | Up ×6 | ||
| V Visa Inc. | $2,451,960 | 0.78% | 7,147 | $142,464 | Down ×2 | ||
| IBM International Business Machines Corporation Common Stock | $2,379,341 | 0.76% | 8,461 | $442,613 | Up ×4 | ||
| MS Morgan Stanley Common Stock | $2,362,157 | 0.75% | 11,300 | $570,293 | Up ×6 | ||
| SMH SMH | $2,184,272 | 0.69% | 3,330 | $1,286,599 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,163,076 | 0.69% | 15,821 | $-759,484 | Down ×2 | ||
| IJH | $1,984,431 | 0.63% | 25,735 | $204,646 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,963,915 | 0.62% | 13,393 | $149,768 | Up ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,931,385 | 0.61% | 15,030 | $64,163 | Down ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1,873,754 | 0.59% | 8,498 | $-368,095 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1,862,810 | 0.59% | 7,403 | $409,332 | Up ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $1,810,622 | 0.57% | 22,279 | $146,321 | Up ×6 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,744,217 | 0.55% | 14,950 | $-442,669 | |||
| TXN Texas Instruments Incorporated - Common Stock | $1,684,076 | 0.53% | 5,650 | $593,830 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $1,652,942 | 0.52% | 6,115 | $-218,171 | Up ×5 | ||
| IJR | $1,651,342 | 0.52% | 11,134 | $230,715 | Down ×4 | ||
| CGMS | $1,629,464 | 0.52% | 59,622 | $1,789 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,605,996 | 0.51% | 3,363 | $439,194 | Down ×1 | ||
| WM Waste Management, Inc. Common Stock | $1,603,237 | 0.51% | 7,193 | $59,513 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $1,573,357 | 0.50% | 13,892 | $-140,825 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,548,878 | 0.49% | 6,099 | $120,901 | Up ×3 | ||
| AXP American Express Company Common Stock | $1,537,732 | 0.49% | 4,546 | $666,360 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,535,345 | 0.49% | 2,643 | $951,094 | Down ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1,504,348 | 0.48% | 6,057 | $2,924 | Up ×5 | ||
| USB U.S. Bancorp Common Stock | $1,471,911 | 0.47% | 24,369 | $162,791 | Down ×4 | ||
| CGCP | $1,471,215 | 0.47% | 66,003 | $148,889 | Up ×3 | ||
| NUE Nucor Corporation Common Stock | $1,436,338 | 0.46% | 6,448 | $392,595 | Up ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $1,429,584 | 0.45% | 33,764 | $-161,453 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,386,798 | 0.44% | 1,156 | $429,154 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,277,797 | 0.41% | 8,719 | $22,806 | Up ×6 | ||
| WDIV | $1,256,587 | 0.40% | 15,725 | $132,303 | Up ×5 | ||
| PVAL | $1,256,427 | 0.40% | 24,660 | $733,963 | Up ×2 | ||
| EMR Emerson Electric Company Common Stock | $1,250,570 | 0.40% | 8,736 | $157,334 | Up ×1 | ||
| AVA Avista Corporation Common Stock | $1,215,535 | 0.39% | 29,712 | $-127,559 | Down ×6 | ||
| SBUX Starbucks Corporation - Common Stock | $1,207,851 | 0.38% | 11,820 | $113,791 | Down ×1 | ||
| TT Trane Technologies plc | $1,189,275 | 0.38% | 2,421 | $292,984 | Up ×3 | ||
| MDT Medtronic plc. Ordinary Shares | $1,187,606 | 0.38% | 15,181 | $-290,138 | Down ×1 | ||
| XLI XLI | $1,187,324 | 0.38% | 6,410 | $565,472 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,127,129 | 0.36% | 2,712 | $410,995 | Up ×2 | ||
| FDX FedEx Corporation Common Stock | $1,125,349 | 0.36% | 3,594 | $-263,602 | Down ×2 | ||
| VEA | $1,122,263 | 0.36% | 15,751 | $134,402 | Up ×6 | ||
| XLF XLF | $1,068,179 | 0.34% | 19,925 | $328,863 | Up ×2 | ||
| VYM | $1,063,858 | 0.34% | 6,732 | $23,159 | Down ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1,057,595 | 0.34% | 6,305 | $-399,389 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1,047,619 | 0.33% | 14,518 | $59,013 | Up ×5 | ||
| FENI | $1,039,075 | 0.33% | 25,893 | $190,615 | Up ×2 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1,007,833 | 0.32% | 10,944 | $69,133 | Up ×5 | ||
| SO Southern Company (The) Common Stock | $995,611 | 0.32% | 10,402 | $-16,509 | Down ×1 | ||
| BX Blackstone Inc. Common Stock | $990,892 | 0.31% | 8,421 | $-82,372 | Down ×1 | ||
| FEGE First Eagle Global Equity ETF | $982,754 | 0.31% | 20,089 | $175,999 | Up ×3 | ||
| UNP Union Pacific Corporation Common Stock | $976,974 | 0.31% | 3,592 | $78,866 | Down ×6 | ||
| IEFA | $965,317 | 0.31% | 9,995 | $60,470 | |||
| JPST | $959,313 | 0.30% | 18,970 | $-759 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $959,267 | 0.30% | 1,257 | $460,713 | Down ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $951,981 | 0.30% | 5,330 | $161,111 | Down ×5 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $921,111 | 0.29% | 463 | $386,175 | Up ×6 | ||
| LIN Linde plc - Ordinary Shares | $915,052 | 0.29% | 1,763 | $43,318 | Up ×6 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $912,162 | 0.29% | 3,139 | $-148,829 | Up ×1 | ||
| IEMG | $909,910 | 0.29% | 10,984 | $154,067 | Up ×4 | ||
| IWM | $904,955 | 0.29% | 3,012 | $112,099 | Down ×2 | ||
| GLDM | $902,608 | 0.29% | 11,365 | $407,643 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $858,382 | 0.27% | 9,460 | $-213,374 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $853,818 | 0.27% | 2,030 | $122,586 | Up ×5 | ||
| CGUS | $823,992 | 0.26% | 18,525 | $281,309 | Up ×2 | ||
| DHR Danaher Corporation Common Stock | $816,751 | 0.26% | 4,288 | $58,925 | Up ×6 | ||
| CGMM | $816,667 | 0.26% | 24,770 | $191,593 | Up ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $808,605 | 0.26% | 2,990 | $30,406 | |||
| BLK BlackRock, Inc. Common Stock | $801,839 | 0.25% | 834 | $476 | Up ×1 | ||
| XLU XLU | $793,450 | 0.25% | 17,500 | $217,530 | Up ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $771,472 | 0.24% | 5,092 | $-25,488 | Up ×6 | ||
| 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 |
|---|---|---|---|
| AAPL | $15,357,553 | 4.87% | up ×3 |
| MSFT | $12,729,374 | 4.04% | up ×3 |
| AMZN | $12,058,800 | 3.83% | up ×5 |
| COST | $11,983,417 | 3.80% | up ×6 |
| QQQ | $11,661,025 | 3.70% | up ×3 |
| NVDA | $9,586,352 | 3.04% | up ×3 |
| GOOGL | $9,170,751 | 2.91% | up ×6 |
| SYK | $5,777,513 | 1.83% | up ×6 |
| JPM | $5,179,780 | 1.64% | up ×5 |
| SCHD | $5,142,691 | 1.63% | up ×6 |
| CGSD | $5,103,620 | 1.62% | up ×6 |
| META | $4,810,395 | 1.53% | up ×3 |
| VOO | $4,597,506 | 1.46% | up ×3 |
| CGGR | $4,091,237 | 1.30% | up ×6 |
| CGDV | $3,197,779 | 1.01% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 84615Q103) | $731,281 | 4,280 | 0.23% |
| Unknown issuer (CUSIP: 438516205) | $678,876 | 3,032 | 0.22% |
| Unknown issuer (CUSIP: 43849R105) | $670,326 | 3,032 | 0.21% |
| Q | $398,476 | 2,440 | 0.13% |
| LVHI | $283,080 | 6,975 | 0.09% |
| Unknown issuer (CUSIP: 314352105) | $273,904 | 1,814 | 0.09% |
| GBCI | $264,709 | 5,132 | 0.08% |
| DKS | $244,376 | 1,077 | 0.08% |
| ETN | $243,741 | 572 | 0.08% |
| NOW | $242,740 | 2,445 | 0.08% |
| XOVR | $204,606 | 9,720 | 0.06% |
| ALL | $172,507 | 725 | 0.05% |
| FLMI | $100,680 | 4,000 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Trimmed | -1K | +$3.8M |
| AMAT | Bought more | +230 | +$3.8M |
| AAPL | Bought more | +5K | +$3.1M |
| GOOGL | Bought more | +3K | +$2.7M |
| QQQ | Bought more | +212 | +$2.6M |
| AMZN | Bought more | +3K | +$2.1M |
| CAT | Bought more | +107 | +$1.5M |
| PANW | Trimmed | -103 | +$1.4M |
| NVDA | Bought more | +666 | +$1.3M |
| SMH | Bought more | +989 | +$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 |
|---|---|---|---|---|
| HON | June 30, 2026 | 6,784 | $1,533,485 | -1.2% |
| SNOW | June 30, 2026 | 4,383 | $661,044 | 26.1% |
| QJUN | June 30, 2026 | 18,000 | $562,410 | No longer tracked |
| OXY | June 30, 2026 | 4,825 | $313,625 | 27.4% |
| KR | Dec. 31, 2025 | 4,650 | $313,457 | -10.7% |
| SLV | March 31, 2026 | 4,810 | $309,860 | No longer tracked |
| ETH | March 31, 2026 | 10,689 | $299,933 | No longer tracked |
| OMC | March 31, 2026 | 3,653 | $294,962 | 15.8% |
| LSTR | Dec. 31, 2025 | 2,203 | $269,959 | 27.4% |
| CMG | Dec. 31, 2025 | 6,341 | $248,504 | -7.4% |
| BTC | March 31, 2026 | 6,385 | $247,291 | No longer tracked |
| ETD | March 31, 2026 | 10,735 | $245,187 | 3.6% |
| STZ | Sept. 30, 2025 | 1,365 | $222,042 | -1.7% |
| DKS | Dec. 31, 2025 | 998 | $221,844 | -6.6% |
| UPS | Sept. 30, 2025 | 2,179 | $219,948 | 22.3% |
| AZO | Dec. 31, 2025 | 50 | $214,512 | -11.4% |
| TWLO | Sept. 30, 2025 | 1,675 | $208,303 | 120.9% |
| KR | June 30, 2026 | 2,850 | $206,226 | 0.5% |
| BLE | March 31, 2026 | 19,650 | $205,146 | No longer tracked |
| KMB | Dec. 31, 2025 | 1,646 | $204,664 | 8.2% |
| PKG | June 30, 2025 | 942 | $186,535 | 33.6% |
| DOV | June 30, 2025 | 1,000 | $175,680 | 9.5% |
| BSV | June 30, 2025 | 2,078 | $162,666 | No longer tracked |
| WAB | June 30, 2025 | 894 | $162,127 | 39.7% |
| VWO | June 30, 2025 | 3,555 | $160,899 | No longer tracked |
| HAL | June 30, 2025 | 6,084 | $154,344 | 76.7% |
| FANG | June 30, 2025 | 965 | $154,284 | 56.6% |
| FDVV | June 30, 2025 | 3,100 | $153,760 | No longer tracked |
| SMH | June 30, 2025 | 720 | $152,258 | 100.7% |
| ALL | March 31, 2026 | 725 | $150,909 | 23.2% |
| CCI | June 30, 2025 | 1,409 | $146,883 | -26.1% |
| IP | June 30, 2025 | 2,716 | $144,899 | -12.2% |
| ALL | June 30, 2025 | 685 | $141,843 | 26.9% |
| DUK | June 30, 2025 | 1,136 | $138,600 | 5.1% |
| SHW | June 30, 2025 | 394 | $137,581 | 0.1% |
| BANR | June 30, 2025 | 2,082 | $132,769 | 10.1% |
| HPQ | June 30, 2025 | 4,576 | $126,709 | 21.3% |
| LH | June 30, 2025 | 519 | $120,794 | 27.1% |
| AMD | June 30, 2025 | 1,140 | $117,124 | 228.4% |
| OEFA | June 30, 2025 | 3,824 | $115,174 | No longer tracked |
| ZBH | June 30, 2025 | 1,000 | $113,180 | 10.8% |
| WFC | June 30, 2025 | 1,532 | $109,982 | 6.4% |
| IRTC | June 30, 2025 | 1,025 | $107,297 | -18.0% |
| GNRC | June 30, 2025 | 845 | $107,019 | 45.5% |
| MMM | June 30, 2025 | 722 | $106,033 | 18.5% |
| MDLZ | June 30, 2025 | 1,556 | $105,580 | -4.3% |
| ADP | June 30, 2025 | 342 | $104,491 | -9.4% |
| SDY | June 30, 2025 | 765 | $103,780 | No longer tracked |
| SECT | June 30, 2025 | 2,000 | $102,120 | No longer tracked |
| DKS | June 30, 2025 | 501 | $101,077 | -6.5% |
| PM | June 30, 2025 | 604 | $95,886 | 4.9% |
| CGUS | June 30, 2025 | 2,850 | $95,190 | No longer tracked |
| SCHW | June 30, 2025 | 1,202 | $94,093 | 21.7% |
| GSPY | June 30, 2025 | 3,025 | $93,019 | No longer tracked |
| AEP | June 30, 2025 | 832 | $90,913 | 22.5% |
| LEN | June 30, 2025 | 780 | $89,528 | -22.4% |
| NBXG | June 30, 2025 | 7,000 | $85,750 | 4.5% |
| T | June 30, 2025 | 3,000 | $84,840 | -12.8% |
| LAD | June 30, 2025 | 285 | $83,659 | 10.0% |
| QDPL | June 30, 2025 | 2,250 | $82,170 | No longer tracked |
| CARR | June 30, 2025 | 1,293 | $82,000 | -17.2% |
| CGBL | June 30, 2025 | 2,625 | $81,323 | No longer tracked |
| DSGX | June 30, 2025 | 800 | $80,664 | -23.3% |
| GM | June 30, 2025 | 1,715 | $80,656 | 71.1% |
| GPIX | June 30, 2025 | 1,700 | $79,237 | |
| DOW | June 30, 2025 | 2,240 | $78,221 | 23.4% |
| ESGV | June 30, 2025 | 793 | $77,674 | No longer tracked |
| GD | June 30, 2025 | 281 | $76,595 | 34.3% |
| VTWO | June 30, 2025 | 945 | $76,214 | |
| JPI | June 30, 2025 | 3,740 | $73,566 | No longer tracked |
| MO | June 30, 2025 | 1,177 | $70,628 | 13.1% |
| VGT | June 30, 2025 | 129 | $69,967 | No longer tracked |
| EVRG | June 30, 2025 | 1,000 | $68,950 | 22.3% |
| VLO | June 30, 2025 | 520 | $68,676 | 159.2% |
| TTD | June 30, 2025 | 1,250 | $68,400 | -81.3% |
| GLD | June 30, 2025 | 235 | $67,713 | No longer tracked |
| OGN | June 30, 2025 | 4,500 | $67,005 | 41.9% |
| DE | June 30, 2025 | 142 | $66,648 | 18.4% |
| AOA | June 30, 2025 | 859 | $65,724 | No longer tracked |
| LNG | June 30, 2025 | 280 | $64,792 | 14.0% |
| SLB | June 30, 2025 | 1,547 | $64,665 | 60.1% |
| TPR | June 30, 2025 | 900 | $63,369 | 48.6% |
| SHYG | June 30, 2025 | 1,476 | $62,760 | No longer tracked |
| MSTR | June 30, 2025 | 215 | $61,978 | -72.3% |
| GBCI | June 30, 2025 | 1,389 | $61,422 | 10.6% |
| SHOP | June 30, 2025 | 625 | $59,650 | 26.6% |
| MPC | June 30, 2025 | 400 | $58,276 | 119.4% |
| VRT | June 30, 2025 | 805 | $58,121 | 100.5% |
| AB | June 30, 2025 | 1,515 | $58,040 | -10.9% |
| MGK | June 30, 2025 | 185 | $57,143 | No longer tracked |
| OMER | June 30, 2025 | 6,900 | $56,718 | 516.7% |
| LULU | June 30, 2025 | 196 | $55,480 | -50.5% |
| CSX | June 30, 2025 | 1,871 | $55,064 | 55.7% |
| EOG | June 30, 2025 | 422 | $54,117 | 27.9% |
| GPN | June 30, 2025 | 540 | $52,877 | 15.6% |
| SIRI | June 30, 2025 | 2,300 | $51,854 | 23.8% |
| LVHI | June 30, 2025 | 1,600 | $51,792 | No longer tracked |
| UMAC | June 30, 2025 | 8,000 | $51,200 | No longer tracked |
| F | June 30, 2025 | 5,055 | $50,702 | 28.9% |
| CALI | June 30, 2025 | 1,000 | $50,360 | |
| LRCX | June 30, 2025 | 680 | $49,436 | 215.8% |
| WEC | June 30, 2025 | 450 | $49,041 | 5.1% |
| IWY | June 30, 2025 | 232 | $48,938 | No longer tracked |
| PFE | June 30, 2025 | 1,922 | $48,707 | 14.8% |
| PID | March 31, 2025 | 2,605 | $47,698 | |
| CMCSA | June 30, 2025 | 1,289 | $47,564 | -25.3% |
| TMO | June 30, 2025 | 91 | $45,282 | 52.8% |
| NEE | June 30, 2025 | 622 | $44,063 | 23.5% |
| IRM | June 30, 2025 | 500 | $43,020 | 18.5% |
| IR | June 30, 2025 | 530 | $42,416 | -3.1% |
| XYZ | June 30, 2025 | 780 | $42,377 | 19.1% |
| BSJP | Dec. 31, 2025 | 1,833 | $42,269 | No longer tracked |
| NU | June 30, 2025 | 4,115 | $42,138 | 5.8% |
| BJ | June 30, 2025 | 365 | $41,647 | -17.0% |
| DGRW | June 30, 2025 | 514 | $41,048 | |
| BKLN | June 30, 2025 | 1,981 | $41,007 | No longer tracked |
| SUN | June 30, 2025 | 700 | $40,642 | 44.5% |
| CPB | June 30, 2025 | 1,016 | $40,559 | -22.5% |
| BA | June 30, 2025 | 235 | $40,079 | 4.6% |
| ETN | June 30, 2025 | 147 | $39,959 | 16.7% |
| GSK | June 30, 2025 | 1,024 | $39,670 | 36.6% |
| WSM | June 30, 2025 | 248 | $39,209 | 45.6% |
| EA | June 30, 2025 | 263 | $38,009 | No longer tracked |
| SMAR | March 31, 2025 | 675 | $37,820 | No longer tracked |
| ALK | June 30, 2025 | 765 | $37,653 | -18.3% |
| IMCG | June 30, 2025 | 510 | $36,429 | No longer tracked |
| CMS | June 30, 2025 | 484 | $36,353 | 1.5% |
| XLF | June 30, 2025 | 725 | $36,112 | No longer tracked |
| FNF | June 30, 2025 | 551 | $35,859 | -12.0% |
| GS | June 30, 2025 | 65 | $35,509 | 43.7% |
| BTC | June 30, 2025 | 942 | $34,374 | No longer tracked |
| ADBE | June 30, 2025 | 89 | $34,134 | -29.2% |
| SNN | June 30, 2025 | 1,200 | $34,044 | -3.7% |
| PGX | June 30, 2025 | 3,000 | $33,660 | No longer tracked |
| ET | June 30, 2025 | 1,800 | $33,462 | 17.1% |
| EVR | June 30, 2025 | 167 | $33,353 | 9.7% |
| TEL | June 30, 2025 | 234 | $33,069 | 19.1% |
| XLK | June 30, 2025 | 156 | $32,211 | No longer tracked |
| XLV | June 30, 2025 | 220 | $32,122 | No longer tracked |
| FR | June 30, 2025 | 595 | $32,106 | 30.6% |
| CMI | June 30, 2025 | 102 | $31,971 | 83.9% |
| CB | June 30, 2025 | 105 | $31,709 | 18.0% |
| ATI | June 30, 2025 | 603 | $31,374 | 147.3% |
| ICLN | June 30, 2026 | 1,700 | $31,093 | |
| EAGG | June 30, 2025 | 644 | $30,577 | No longer tracked |
| AMT | June 30, 2025 | 140 | $30,464 | -19.8% |
| ATEC | June 30, 2025 | 3,000 | $30,420 | -13.4% |
| SUSC | June 30, 2025 | 1,316 | $30,347 | |
| BCAT | March 31, 2025 | 2,000 | $30,300 | 10.0% |
| ALLE | June 30, 2025 | 230 | $30,006 | 13.2% |
| DPZ | June 30, 2025 | 65 | $29,864 | -25.7% |
| MELI | June 30, 2025 | 15 | $29,263 | -26.6% |
| MUB | June 30, 2025 | 275 | $28,996 | No longer tracked |
| SRE | June 30, 2025 | 399 | $28,473 | 14.4% |
| CHGXXXXX | June 30, 2025 | 770 | $28,357 | No longer tracked |
| COIN | June 30, 2025 | 158 | $27,212 | -51.4% |
| VCIT | June 30, 2025 | 325 | $26,549 | |
| SLV | June 30, 2025 | 850 | $26,342 | No longer tracked |
| FTC | June 30, 2025 | 200 | $26,280 | |
| PODD | June 30, 2025 | 100 | $26,261 | -51.7% |
| RBLX | June 30, 2025 | 450 | $26,231 | -64.0% |
| WY | June 30, 2025 | 887 | $25,971 | -3.8% |
| DFAI | June 30, 2025 | 823 | $25,702 | No longer tracked |
| XLY | June 30, 2025 | 130 | $25,670 | No longer tracked |
| ULXXXX | June 30, 2025 | 423 | $25,190 | No longer tracked |
| DFAS | June 30, 2025 | 409 | $24,446 | No longer tracked |
| XLE | June 30, 2025 | 260 | $24,297 | No longer tracked |
| RIVN | June 30, 2025 | 1,950 | $24,278 | 14.3% |
| BDX | June 30, 2025 | 104 | $23,822 | 38.4% |
| A | June 30, 2025 | 202 | $23,630 | 32.0% |
| SDG | June 30, 2025 | 326 | $23,599 | |
| EQR | June 30, 2025 | 325 | $23,264 | -5.7% |
| RECS | June 30, 2025 | 700 | $23,247 | No longer tracked |
| ESGU | June 30, 2025 | 190 | $23,163 | |
| NTAP | June 30, 2025 | 261 | $22,926 | 81.4% |
| FCX | March 31, 2025 | 600 | $22,848 | 80.7% |
| PNC | June 30, 2025 | 129 | $22,674 | 31.2% |
| CCI | June 30, 2026 | 275 | $22,360 | 0.3% |
| ARKK | June 30, 2025 | 450 | $21,411 | No longer tracked |
| XLI | June 30, 2025 | 160 | $20,971 | No longer tracked |
| J | June 30, 2025 | 170 | $20,551 | 12.2% |
| WYNN | June 30, 2025 | 246 | $20,541 | 4.4% |
| FXC | June 30, 2025 | 300 | $20,397 | No longer tracked |
| CGGO | June 30, 2025 | 700 | $19,831 | No longer tracked |
| EMN | June 30, 2025 | 223 | $19,649 | 0.4% |
| COLB | June 30, 2025 | 774 | $19,304 | 32.1% |
| NVS | June 30, 2025 | 172 | $19,175 | 31.5% |
| CP | June 30, 2025 | 268 | $18,816 | 19.5% |
| EXR | June 30, 2025 | 125 | $18,561 | 0.4% |
| ZM | March 31, 2025 | 225 | $18,362 | 46.1% |
| LEU | June 30, 2025 | 295 | $18,352 | -3.4% |
| CLOV | June 30, 2025 | 5,000 | $17,950 | 51.6% |
| MOAT | June 30, 2025 | 200 | $17,600 | No longer tracked |
| IPG | June 30, 2025 | 646 | $17,545 | No longer tracked |
| SFIX | June 30, 2025 | 5,386 | $17,505 | -11.2% |
| PRCT | June 30, 2025 | 300 | $17,478 | -62.4% |
| JCI | June 30, 2025 | 215 | $17,224 | 36.8% |
| NEA | June 30, 2025 | 1,533 | $17,170 | 3.3% |
| C | June 30, 2025 | 240 | $17,038 | 55.1% |
| LYB | June 30, 2025 | 235 | $16,544 | 17.9% |
| OSK | June 30, 2025 | 176 | $16,539 | 33.0% |
| INTC | June 30, 2025 | 715 | $16,238 | 305.9% |
| COKE | June 30, 2025 | 12 | $16,200 | 69.2% |
| NEM | June 30, 2025 | 333 | $16,077 | 117.7% |
| ETH | June 30, 2025 | 925 | $15,929 | No longer tracked |
| TRMB | June 30, 2025 | 240 | $15,756 | -21.9% |
| DXCM | June 30, 2025 | 230 | $15,707 | 4.3% |
| YUM | June 30, 2025 | 95 | $14,949 | -0.6% |
| CLX | June 30, 2025 | 100 | $14,725 | -9.8% |
| PSA | June 30, 2025 | 49 | $14,665 | 11.0% |
| GIS | June 30, 2025 | 235 | $14,051 | -23.1% |
| GLW | June 30, 2025 | 302 | $13,826 | 186.0% |
| CVS | June 30, 2025 | 204 | $13,821 | 36.3% |
| CL | June 30, 2025 | 147 | $13,774 | 0.2% |
| IXJ | June 30, 2026 | 147 | $13,750 | No longer tracked |
| SOLV | June 30, 2025 | 180 | $13,687 | 16.6% |
| OFIX | June 30, 2025 | 832 | $13,570 | -5.7% |
| TRV | June 30, 2025 | 50 | $13,223 | 35.9% |
| HLN | June 30, 2025 | 1,280 | $13,171 | -4.9% |
| STLD | June 30, 2025 | 105 | $13,133 | 74.0% |
| IDA | June 30, 2025 | 111 | $12,900 | 22.6% |
| CE | June 30, 2025 | 227 | $12,887 | -15.9% |
| GILD | June 30, 2025 | 110 | $12,326 | 31.2% |
| FBTC | June 30, 2025 | 169 | $12,163 | No longer tracked |
| ADI | June 30, 2025 | 60 | $12,100 | 57.0% |
| VIOO | June 30, 2025 | 125 | $12,064 | No longer tracked |
| BABA | June 30, 2025 | 91 | $12,033 | 10.5% |
| MGM | June 30, 2025 | 400 | $11,856 | 24.6% |
| OXYWS | June 30, 2026 | 273 | $11,712 | No longer tracked |
| DLR | June 30, 2025 | 78 | $11,177 | 10.2% |
| LVS | June 30, 2025 | 285 | $11,010 | 6.9% |
| COWZ | June 30, 2025 | 200 | $10,952 | No longer tracked |
| GE | June 30, 2025 | 53 | $10,608 | 37.2% |
| FIBK | June 30, 2025 | 370 | $10,601 | 31.1% |
| GII | June 30, 2025 | 167 | $10,354 | No longer tracked |
| DLN | June 30, 2025 | 128 | $10,159 | No longer tracked |
| CINF | June 30, 2025 | 68 | $10,045 | 12.6% |
| GSLC | June 30, 2026 | 80 | $10,010 | No longer tracked |
| CTVA | June 30, 2025 | 159 | $10,006 | 9.4% |
| SWX | June 30, 2025 | 138 | $9,908 | 24.3% |
| BWXT | June 30, 2025 | 100 | $9,865 | 11.0% |
| MRP | June 30, 2025 | 368 | $9,756 | 6.9% |
| SPYD | June 30, 2025 | 220 | $9,737 | No longer tracked |
| NOC | June 30, 2025 | 19 | $9,728 | 15.7% |
| EXPE | March 31, 2025 | 50 | $9,317 | 93.9% |
| TOST | June 30, 2025 | 275 | $9,122 | -20.0% |
| DD | June 30, 2025 | 120 | $8,962 | 387.0% |
| VLTO | June 30, 2025 | 91 | $8,868 | -1.0% |
| VRTX | June 30, 2025 | 18 | $8,727 | 22.2% |
| PEG | June 30, 2025 | 105 | $8,642 | -10.5% |
| NCDL | June 30, 2025 | 500 | $8,490 | -23.5% |
| ESTC | June 30, 2025 | 95 | $8,465 | 4.3% |
| APA | June 30, 2025 | 400 | $8,408 | 143.9% |
| NVO | June 30, 2025 | 120 | $8,363 | -32.6% |
| HY | June 30, 2025 | 200 | $8,308 | -17.0% |
| BITO | June 30, 2025 | 450 | $8,244 | No longer tracked |
| LIT | March 31, 2025 | 200 | $8,156 | No longer tracked |
| XBI | June 30, 2025 | 100 | $8,110 | No longer tracked |
| XLP | June 30, 2025 | 95 | $7,759 | No longer tracked |
| GWW | March 31, 2025 | 7 | $7,378 | 31.7% |
| ECL | June 30, 2025 | 29 | $7,352 | 5.6% |
| PNR | June 30, 2025 | 84 | $7,348 | -36.8% |
| TTC | June 30, 2025 | 100 | $7,275 | 37.7% |
| QQQX | June 30, 2025 | 300 | $7,125 | 15.4% |
| ESML | June 30, 2025 | 181 | $6,953 | No longer tracked |
| VONG | June 30, 2025 | 74 | $6,866 | |
| RSPN | March 31, 2026 | 116 | $6,569 | No longer tracked |
| NWN | June 30, 2025 | 150 | $6,408 | 27.1% |
| BBBY | March 31, 2025 | 1,275 | $6,286 | No longer tracked |
| BEN | June 30, 2025 | 325 | $6,256 | 43.1% |
| KHC | June 30, 2025 | 203 | $6,177 | -0.5% |
| HR | June 30, 2025 | 350 | $5,915 | 22.5% |
| CCL | June 30, 2025 | 300 | $5,859 | -7.6% |
| SPG | June 30, 2025 | 35 | $5,813 | 38.3% |
| IDV | June 30, 2025 | 187 | $5,801 | No longer tracked |
| NXPI | June 30, 2025 | 30 | $5,702 | 2.8% |
| MKL | June 30, 2025 | 3 | $5,609 | -10.3% |
| D | June 30, 2025 | 100 | $5,607 | 20.8% |
| JPC | June 30, 2025 | 700 | $5,572 | -5.5% |
| LQD | March 31, 2026 | 50 | $5,510 | No longer tracked |
| DELL | June 30, 2025 | 60 | $5,469 | 253.4% |
| UDN | June 30, 2025 | 300 | $5,265 | No longer tracked |
| STX | March 31, 2025 | 60 | $5,179 | 886.5% |
| SDVY | June 30, 2025 | 154 | $5,159 | |
| TMFE | June 30, 2025 | 200 | $5,118 | No longer tracked |
| WMB | June 30, 2025 | 85 | $5,080 | 16.8% |
| BITB | June 30, 2025 | 112 | $5,027 | No longer tracked |
| IBIT | June 30, 2025 | 107 | $5,009 | |
| ESGE | March 31, 2026 | 106 | $4,682 | |
| LHX | June 30, 2025 | 22 | $4,605 | 9.4% |
| PCG | June 30, 2025 | 266 | $4,570 | 30.0% |
| SPGI | June 30, 2025 | 8 | $4,065 | -18.5% |
| EWJ | March 31, 2026 | 50 | $4,037 | No longer tracked |
| ZTS | March 31, 2025 | 24 | $3,910 | -54.0% |
| DGX | June 30, 2025 | 23 | $3,892 | 34.2% |
| MTB | June 30, 2025 | 21 | $3,754 | 24.6% |
| ENPH | June 30, 2025 | 60 | $3,723 | -3.3% |
| PDT | June 30, 2025 | 284 | $3,715 | -3.2% |
| AFLG | June 30, 2026 | 96 | $3,703 | No longer tracked |
| MET | June 30, 2025 | 45 | $3,613 | 17.1% |
| LTRN | June 30, 2025 | 975 | $3,452 | -20.9% |
| SMCI | June 30, 2025 | 100 | $3,424 | -23.9% |
| NMAX | June 30, 2025 | 40 | $3,340 | -26.1% |
| WBA | June 30, 2025 | 297 | $3,317 | No longer tracked |
| AMH | March 31, 2025 | 84 | $3,143 | -8.6% |
| AMTM | June 30, 2025 | 170 | $3,094 | -12.2% |
| FTRE | June 30, 2025 | 400 | $3,020 | 268.1% |
| ABNB | June 30, 2025 | 25 | $2,987 | 40.7% |
| PYPL | June 30, 2025 | 45 | $2,936 | -17.0% |
| PENN | June 30, 2025 | 175 | $2,854 | 3.2% |
| LYFT | June 30, 2025 | 225 | $2,671 | 10.9% |
| HTRB | June 30, 2025 | 75 | $2,540 | No longer tracked |
| SLVM | June 30, 2025 | 37 | $2,482 | -26.3% |
| JWN | June 30, 2025 | 100 | $2,445 | No longer tracked |
| GEV | June 30, 2025 | 8 | $2,442 | 83.6% |
| NVG | June 30, 2025 | 187 | $2,315 | 3.1% |
| NCLH | June 30, 2025 | 121 | $2,294 | -17.0% |
| ICE | June 30, 2025 | 13 | $2,243 | -14.1% |
| FPX | June 30, 2025 | 20 | $2,235 | No longer tracked |
| OM | June 30, 2025 | 200 | $2,212 | -77.4% |
| SABA | June 30, 2025 | 234 | $2,036 | -10.3% |
| SOUN | June 30, 2025 | 250 | $2,030 | -33.5% |
| DJT | June 30, 2025 | 100 | $1,954 | -52.9% |
| VOYA | March 31, 2025 | 27 | $1,858 | 43.4% |
| SPWR | June 30, 2025 | 1,000 | $1,550 | -86.4% |
| EMB | March 31, 2026 | 15 | $1,444 | |
| APH | March 31, 2025 | 20 | $1,389 | 134.3% |
| PJT | June 30, 2025 | 10 | $1,379 | 4.6% |
| CHRW | June 30, 2025 | 13 | $1,331 | 49.8% |
| SNAP | June 30, 2025 | 125 | $1,089 | -39.8% |
| VTRS | June 30, 2025 | 120 | $1,045 | 81.2% |
| SONO | June 30, 2025 | 88 | $939 | 49.7% |
| PATH | June 30, 2025 | 90 | $927 | 22.1% |
| GEHC | June 30, 2025 | 11 | $888 | 1.0% |
| BNDX | June 30, 2025 | 18 | $879 | |
| ARKB | June 30, 2025 | 10 | $822 | No longer tracked |
| RGTI | June 30, 2025 | 100 | $792 | 39.9% |
| CAN | June 30, 2025 | 900 | $790 | -55.7% |
| AMLIF | March 31, 2025 | 1,957 | $731 | No longer tracked |
| USHY | June 30, 2025 | 19 | $699 | No longer tracked |
| SOFI | June 30, 2025 | 58 | $675 | 1.0% |
| EMB | June 30, 2025 | 7 | $634 | |
| ADM | June 30, 2025 | 13 | $624 | 56.1% |
| TZOO | March 31, 2025 | 25 | $499 | -49.7% |
| PHG | March 31, 2025 | 19 | $481 | 9.3% |
| PRDO | March 31, 2025 | 18 | $476 | 29.7% |
| KD | June 30, 2025 | 15 | $471 | -70.5% |
| HSII | March 31, 2025 | 8 | $354 | No longer tracked |
| CPRX | March 31, 2025 | 15 | $313 | No longer tracked |
| BKE | March 31, 2025 | 6 | $305 | 10.3% |
| ZYME | March 31, 2025 | 20 | $293 | 123.9% |
| BTMD | March 31, 2025 | 45 | $278 | -58.3% |
| TLT | June 30, 2025 | 3 | $273 | |
| PLUG | June 30, 2025 | 200 | $270 | 51.0% |
| IMMR | March 31, 2025 | 30 | $262 | 0.1% |
| JILL | March 31, 2025 | 9 | $249 | 2.7% |
| HRMY | March 31, 2025 | 7 | $241 | 18.9% |
| CCSI | March 31, 2025 | 10 | $239 | 63.3% |
| UIS | March 31, 2025 | 35 | $222 | -39.8% |
| JAKK | March 31, 2025 | 7 | $197 | 0.4% |
| ASRT | March 31, 2025 | 225 | $196 | No longer tracked |
| MCFT | March 31, 2025 | 10 | $191 | 42.5% |
| GCT | March 31, 2025 | 10 | $185 | 256.5% |
| ONL | June 30, 2025 | 85 | $182 | 37.1% |
| PLTK | March 31, 2025 | 25 | $174 | -54.0% |
| VYGR | March 31, 2025 | 30 | $170 | -0.3% |
| RMNI | March 31, 2025 | 60 | $160 | 45.7% |
| SPRO | March 31, 2025 | 150 | $155 | 73.6% |
| SCYX | March 31, 2025 | 110 | $133 | 452.4% |
| PBYI | March 31, 2025 | 40 | $122 | 216.9% |
| AMCX | March 31, 2025 | 12 | $119 | 78.1% |
| COOK | June 30, 2025 | 65 | $109 | -36.8% |
| IRD | March 31, 2025 | 70 | $83 | 316.3% |
| MED | March 31, 2025 | 4 | $70 | -15.0% |
| SURG | March 31, 2025 | 30 | $53 | -92.6% |