STUDIO INVESTMENT MANAGEMENT LLC
CIK 1893893 · View on SEC EDGAR ↗
- Portfolio value
- $591.7M
- Positions
- 181
- As of
- June 30, 2026
Portfolio value QoQ: +6.7% 13F does not disclose cash
- Top 10 holdings weight
- 48.19%
- Top 25 holdings weight
- 67.40%
- Positions above 1%
- 26
- Effective number of positions
- 23.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.31% Est. buys $18,948,733 · sells $19,309,933
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 47.3% still held
- New positions
- 9
- Increased
- 73
- Decreased
- 94
- 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
Full portfolio 181 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $93,897,852 | 15.87% | 1,869,358 | $1,369,269 | Up ×6 | ||
| VIG | $33,729,471 | 5.70% | 142,547 | $2,822,983 | Down ×4 | ||
| VTV | $33,618,359 | 5.68% | 154,262 | $3,241,068 | Down ×6 | ||
| DFIC | $21,312,347 | 3.60% | 571,990 | $748,045 | Down ×3 | ||
| FNDF | $20,199,588 | 3.41% | 382,858 | $1,118,698 | Down ×5 | ||
| VBR | $18,236,885 | 3.08% | 75,052 | $1,033,726 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $17,153,858 | 2.90% | 48,000 | $2,994,324 | Down ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $17,007,728 | 2.87% | 292,229 | $1,584,311 | Up ×6 | ||
| DFSD | $15,705,309 | 2.65% | 328,907 | $403,196 | Up ×6 | ||
| BRKB | $14,294,641 | 2.42% | 28,567 | $613,481 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $10,093,584 | 1.71% | 34,882 | $1,156,764 | Down ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $9,335,978 | 1.58% | 8,767 | $2,376,067 | Down ×6 | ||
| DFEM | $9,144,894 | 1.55% | 225,022 | $1,647,440 | Up ×1 | ||
| RSPU | $8,076,816 | 1.37% | 99,554 | $239,319 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $7,844,984 | 1.33% | 21,031 | $115,834 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $7,764,941 | 1.31% | 21,920 | $220,622 | Down ×5 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $7,758,939 | 1.31% | 77,073 | $-599,011 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $7,551,555 | 1.28% | 86,038 | $-549,624 | Down ×6 | ||
| DFLV | $7,278,958 | 1.23% | 184,091 | $1,044,206 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6,788,170 | 1.15% | 20,738 | $616,399 | Down ×6 | ||
| JNJ Johnson & Johnson Common Stock | $6,775,412 | 1.15% | 26,678 | $32,535 | Down ×5 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $6,682,417 | 1.13% | 56,891 | $1,788,816 | Down ×6 | ||
| DFAT | $6,327,348 | 1.07% | 90,520 | $885,767 | Up ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $6,277,195 | 1.06% | 79,428 | $-48,789 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $5,949,918 | 1.01% | 40,575 | $61,821 | Down ×1 | ||
| CGCP | $5,918,396 | 1.00% | 265,518 | $208,113 | Up ×6 | ||
| RTX RTX Corporation Common Stock | $5,821,865 | 0.98% | 30,685 | $-259,308 | Down ×6 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $5,576,467 | 0.94% | 59,718 | $125,739 | Down ×6 | ||
| VT | $5,567,330 | 0.94% | 35,472 | $242,287 | Down ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $5,252,257 | 0.89% | 40,605 | $308,812 | Down ×2 | ||
| VTI | $5,250,128 | 0.89% | 14,188 | $-162,258 | Down ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $4,644,059 | 0.78% | 12,294 | $598,763 | Down ×6 | ||
| AMGN Amgen Inc. - Common Stock | $4,060,089 | 0.69% | 11,212 | $89,462 | Down ×6 | ||
| DHI D.R. Horton, Inc. Common Stock | $3,588,409 | 0.61% | 22,031 | $446,894 | Down ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $3,428,208 | 0.58% | 12,600 | $95,792 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $3,342,550 | 0.56% | 20,165 | $-850,899 | Down ×2 | ||
| LNT Alliant Energy Corporation - Common Stock | $3,185,642 | 0.54% | 41,757 | $163,900 | Down ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $3,166,685 | 0.54% | 7,619 | $1,109,389 | Up ×1 | ||
| JEPI | $3,052,744 | 0.52% | 54,050 | $161,157 | Up ×5 | ||
| BAC Bank of America Corporation Common Stock | $2,995,780 | 0.51% | 52,576 | $427,045 | Down ×6 | ||
| BLK BlackRock, Inc. Common Stock | $2,937,566 | 0.50% | 3,055 | $6,274 | Up ×1 | ||
| DUSB | $2,842,258 | 0.48% | 55,972 | $533,482 | Up ×6 | ||
| CTVA Corteva, Inc. Common Stock | $2,821,109 | 0.48% | 33,311 | $16,071 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,736,858 | 0.46% | 11,483 | $313,845 | Down ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $2,735,631 | 0.46% | 28,203 | $251,629 | Up ×3 | ||
| JCI Johnson Controls International plc Ordinary Share | $2,597,500 | 0.44% | 17,729 | $224,099 | Down ×6 | ||
| VIOV | $2,589,121 | 0.44% | 22,067 | $294,375 | Down ×4 | ||
| VIOG | $2,445,822 | 0.41% | 15,942 | $408,785 | Down ×4 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,425,556 | 0.41% | 17,914 | $-314,691 | Up ×3 | ||
| UNP Union Pacific Corporation Common Stock | $2,402,304 | 0.41% | 8,832 | $221,635 | Down ×6 | ||
| VV | $2,345,810 | 0.40% | 6,821 | $788,204 | Up ×6 | ||
| Unknown issuer (CUSIP: 438516205) | $2,254,449 | 0.38% | 10,069 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $2,215,664 | 0.37% | 10,022 | Up ×1 | |||
| BWZ | $2,034,471 | 0.34% | 76,055 | $82,475 | Up ×5 | ||
| HSY The Hershey Company Common Stock | $2,025,219 | 0.34% | 11,543 | $-374,871 | Down ×2 | ||
| NOC Northrop Grumman Corporation Common Stock | $2,017,886 | 0.34% | 3,962 | $-695,382 | Down ×6 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $1,917,299 | 0.32% | 22,209 | $-13,306 | Up ×2 | ||
| BDX Becton, Dickinson and Company Common Stock | $1,796,590 | 0.30% | 11,872 | $93,317 | Up ×6 | ||
| CSX CSX Corporation - Common Stock | $1,785,512 | 0.30% | 37,566 | $226,843 | Down ×6 | ||
| CACI CACI International, Inc. Class A Common Stock | $1,743,247 | 0.29% | 3,763 | $-279,406 | Up ×1 | ||
| TGT Target Corporation Common Stock | $1,671,808 | 0.28% | 12,800 | $86,148 | Down ×2 | ||
| VWO | $1,545,911 | 0.26% | 25,899 | $315,841 | Up ×1 | ||
| SPYI | $1,543,963 | 0.26% | 29,082 | $210,677 | Up ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $1,499,485 | 0.25% | 9,761 | $767,192 | Up ×2 | ||
| EFA | $1,465,331 | 0.25% | 14,106 | $366,208 | Up ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,457,568 | 0.25% | 2,016 | $650,260 | Down ×5 | ||
| SCHR | $1,403,721 | 0.24% | 56,923 | $232,602 | Up ×1 | ||
| DFIV | $1,387,828 | 0.23% | 25,691 | $505,716 | Up ×2 | ||
| TEL TE Connectivity plc Ordinary Shares | $1,375,787 | 0.23% | 6,824 | $-31,545 | Up ×6 | ||
| PDN | $1,346,713 | 0.23% | 29,938 | $28,785 | Down ×6 | ||
| MDT Medtronic plc. Ordinary Shares | $1,286,031 | 0.22% | 16,289 | $9,236 | Up ×6 | ||
| GQRE | $1,224,309 | 0.21% | 19,130 | $49,064 | Down ×2 | ||
| QLTY | $1,215,588 | 0.21% | 29,154 | $134,244 | Down ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,203,795 | 0.20% | 3,407 | $67,829 | Down ×3 | ||
| TCAF | $1,192,886 | 0.20% | 29,024 | $141,451 | Down ×4 | ||
| GUNR | $1,155,419 | 0.20% | 23,446 | $-223,581 | Down ×5 | ||
| ADBE Adobe Inc. - Common Stock | $1,151,802 | 0.19% | 5,618 | $-5,745 | Up ×5 | ||
| VOO | $1,144,912 | 0.19% | 1,667 | $345,390 | Up ×5 | ||
| TDVG | $1,137,986 | 0.19% | 23,210 | $72,222 | Down ×5 | ||
| VONE Vanguard Russell 1000 ETF | $1,120,147 | 0.19% | 3,307 | $24,957 | Down ×6 | ||
| SJM The J.M. Smucker Company Common Stock | $1,116,450 | 0.19% | 9,924 | $229,588 | Up ×6 | ||
| LKQ LKQ Corporation - Common Stock | $1,062,810 | 0.18% | 40,365 | $-34,394 | Up ×4 | ||
| ABT Abbott Laboratories Common Stock | $1,052,765 | 0.18% | 11,602 | $463,337 | Up ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $1,039,525 | 0.18% | 9,670 | $168,567 | Up ×2 | ||
| PAYX Paychex, Inc. - Common Stock | $1,035,907 | 0.18% | 10,535 | $231,792 | Up ×4 | ||
| DCI Donaldson Company, Inc. Common Stock | $1,024,545 | 0.17% | 11,413 | $69,673 | Up ×5 | ||
| ECL Ecolab Inc. Common Stock | $998,921 | 0.17% | 3,576 | $63,695 | Up ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $998,625 | 0.17% | 5,718 | $176,989 | Down ×6 | ||
| SYY Sysco Corporation Common Stock | $997,277 | 0.17% | 11,932 | $198,595 | Up ×5 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $917,653 | 0.16% | 3,130 | $16,553 | Up ×5 | ||
| ENB Enbridge Inc Common Stock | $915,390 | 0.15% | 16,886 | $-58,534 | Down ×1 | ||
| PFE Pfizer, Inc. Common Stock | $907,672 | 0.15% | 37,694 | $-35,648 | Up ×6 | ||
| AFL AFLAC Incorporated Common Stock | $896,963 | 0.15% | 7,650 | $50,112 | Down ×1 | ||
| DE Deere & Company Common Stock | $878,247 | 0.15% | 1,381 | $-167,420 | Down ×6 | ||
| DISV | $854,328 | 0.14% | 21,289 | $260,125 | Up ×6 | ||
| DFAI | $828,176 | 0.14% | 20,077 | $214,322 | Up ×2 | ||
| LNC Lincoln National Corporation Common Stock | $821,499 | 0.14% | 23,239 | $42,842 | Up ×1 | ||
| FNDX | $805,739 | 0.14% | 25,908 | $35,436 | Down ×1 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $788,931 | 0.13% | 9,064 | $144,590 | Down ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $779,766 | 0.13% | 771 | $97,898 | Down ×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 |
|---|---|---|---|
| VTIP | $93,897,852 | 15.87% | up ×6 |
| VGSH | $17,007,728 | 2.87% | up ×6 |
| DFSD | $15,705,309 | 2.65% | up ×6 |
| RSPU | $8,076,816 | 1.37% | up ×6 |
| DFLV | $7,278,958 | 1.23% | up ×6 |
| DFAT | $6,327,348 | 1.07% | up ×6 |
| CGCP | $5,918,396 | 1.00% | up ×6 |
| JEPI | $3,052,744 | 0.52% | up ×5 |
| DUSB | $2,842,258 | 0.48% | up ×6 |
| DIS | $2,735,631 | 0.46% | up ×3 |
| PEP | $2,425,556 | 0.41% | up ×3 |
| VV | $2,345,810 | 0.40% | up ×6 |
| BWZ | $2,034,471 | 0.34% | up ×5 |
| BDX | $1,796,590 | 0.30% | up ×6 |
| EFA | $1,465,331 | 0.25% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 438516205) | $2,254,449 | 10,069 | 0.38% |
| Unknown issuer (CUSIP: 43849R105) | $2,215,664 | 10,022 | 0.37% |
| NKE | $647,228 | 15,613 | 0.11% |
| GPC | $637,511 | 5,358 | 0.11% |
| VB | $464,683 | 1,533 | 0.08% |
| VEA | $335,801 | 4,713 | 0.06% |
| VO | $270,796 | 3,361 | 0.05% |
| XLE | $244,943 | 4,612 | 0.04% |
| IVLU | $224,322 | 5,364 | 0.04% |
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 |
|---|---|---|---|---|
| HON | June 30, 2026 | 20,477 | $4,628,416 | -1.9% |
| XOM | June 30, 2026 | 7,694 | $1,305,364 | 21.7% |
| BAH | June 30, 2026 | 11,162 | $870,971 | 26.6% |
| AES | March 31, 2026 | 59,511 | $853,388 | 4.8% |
| BIV | Sept. 30, 2025 | 8,905 | $688,713 | No longer tracked |
| CNQ | June 30, 2025 | 21,207 | $661,831 | 63.2% |
| DUK | Sept. 30, 2025 | 4,345 | $512,710 | -1.3% |
| SCHO | June 30, 2025 | 20,436 | $497,412 | No longer tracked |
| VTEB | Sept. 30, 2025 | 9,270 | $454,508 | No longer tracked |
| NSRGY | June 30, 2026 | 4,514 | $447,337 | No longer tracked |
| ISTB | Sept. 30, 2025 | 7,730 | $376,065 | |
| SUB | Sept. 30, 2025 | 3,346 | $355,814 | No longer tracked |
| LVMUY | June 30, 2026 | 3,164 | $345,635 | No longer tracked |
| AZPN | March 31, 2025 | 1,169 | $291,818 | No longer tracked |
| AAP | Dec. 31, 2025 | 4,269 | $262,117 | 10.2% |
| WAT | June 30, 2026 | 855 | $254,619 | 6.1% |
| LSTR | Sept. 30, 2025 | 1,682 | $233,832 | 50.2% |
| HEINY | June 30, 2026 | 6,070 | $233,574 | No longer tracked |
| TXT | Sept. 30, 2025 | 2,835 | $227,679 | -0.1% |
| SHM | Dec. 31, 2025 | 4,695 | $226,393 | No longer tracked |
| NFLX | June 30, 2026 | 2,317 | $222,780 | 11.4% |
| IEI | March 31, 2026 | 1,837 | $219,246 | |
| J | Dec. 31, 2025 | 1,463 | $219,245 | 12.1% |
| MCD | June 30, 2026 | 702 | $218,175 | -0.6% |
| STZ | Sept. 30, 2025 | 1,326 | $215,714 | -0.3% |
| CNSWF | March 31, 2026 | 89 | $214,182 | No longer tracked |
| IFF | June 30, 2025 | 2,662 | $207,610 | 14.6% |
| CMCSA | June 30, 2025 | 5,200 | $191,880 | -25.9% |
| IEX | June 30, 2025 | 1,048 | $189,657 | 34.3% |
| TDY | June 30, 2025 | 367 | $182,660 | 23.6% |
| J | June 30, 2025 | 1,476 | $178,434 | 13.0% |
| BAH | June 30, 2025 | 1,690 | $176,740 | -26.3% |
| JBHT | June 30, 2025 | 1,187 | $175,617 | 93.8% |
| VEEV | June 30, 2025 | 641 | $148,475 | -14.0% |
| GDX | June 30, 2025 | 2,928 | $134,600 | No longer tracked |
| BMO | June 30, 2025 | 1,385 | $132,281 | 59.0% |
| INTC | June 30, 2025 | 5,657 | $128,470 | 310.4% |
| IGSB | June 30, 2025 | 2,350 | $123,070 | |
| BUSE | June 30, 2025 | 5,227 | $112,903 | 32.8% |
| QUAL | June 30, 2025 | 633 | $108,173 | No longer tracked |
| DG | June 30, 2025 | 1,190 | $104,637 | 6.5% |
| GNTX | June 30, 2025 | 4,443 | $103,522 | 9.1% |
| BWA | June 30, 2025 | 3,547 | $101,622 | 103.0% |
| JAAA | March 31, 2025 | 1,972 | $100,001 | No longer tracked |
| YUMC | June 30, 2025 | 1,839 | $95,738 | 9.8% |
| DFAS | March 31, 2025 | 1,412 | $91,893 | No longer tracked |
| IJH | June 30, 2025 | 1,543 | $90,034 | No longer tracked |
| HMY | June 30, 2025 | 6,000 | $88,620 | 68.4% |
| GFI | June 30, 2025 | 4,000 | $88,360 | 103.6% |
| TSN | June 30, 2025 | 1,365 | $87,101 | 3.2% |
| NEM | June 30, 2025 | 1,639 | $79,131 | 124.6% |
| PAAS | June 30, 2025 | 3,000 | $77,490 | 85.3% |
| DFSV | June 30, 2025 | 2,529 | $71,191 | No longer tracked |
| XLE | June 30, 2025 | 757 | $70,742 | No longer tracked |
| PM | June 30, 2025 | 435 | $69,615 | 4.2% |
| SPY | June 30, 2025 | 121 | $67,891 | No longer tracked |
| VB | June 30, 2025 | 304 | $67,412 | No longer tracked |
| CRM | June 30, 2025 | 247 | $66,285 | -24.6% |
| WM | June 30, 2025 | 285 | $65,980 | -2.1% |
| KO | June 30, 2025 | 886 | $64,034 | 28.1% |
| OTTR | June 30, 2025 | 680 | $54,652 | 19.6% |
| SYK | June 30, 2025 | 145 | $54,098 | -16.4% |
| CNC | June 30, 2025 | 859 | $52,150 | 18.2% |
| SCHM | June 30, 2025 | 1,869 | $48,977 | No longer tracked |
| ZUMZ | June 30, 2025 | 3,254 | $48,452 | 35.7% |
| KMX | June 30, 2025 | 621 | $48,388 | -8.4% |
| SCHA | June 30, 2025 | 1,945 | $45,562 | No longer tracked |
| MLKN | June 30, 2025 | 2,314 | $44,709 | 18.2% |
| GLDM | June 30, 2025 | 700 | $43,323 | No longer tracked |
| PRKS | June 30, 2025 | 953 | $43,323 | -3.6% |
| HAS | June 30, 2025 | 694 | $42,674 | 27.2% |
| MBUU | June 30, 2025 | 1,373 | $42,124 | -4.7% |
| CEG | June 30, 2025 | 189 | $38,108 | -15.5% |
| MET | June 30, 2025 | 454 | $36,452 | 17.7% |
| SSRM | June 30, 2025 | 3,500 | $35,085 | 195.4% |
| XLK | June 30, 2025 | 168 | $34,689 | No longer tracked |
| BKNG | June 30, 2025 | 7 | $32,248 | -96.4% |
| GE | June 30, 2025 | 158 | $31,681 | 35.4% |
| BMY | June 30, 2025 | 500 | $30,495 | 42.7% |
| IWD | June 30, 2025 | 162 | $30,482 | No longer tracked |
| GOLD | June 30, 2025 | 1,500 | $29,160 | 110.5% |
| COST | June 30, 2025 | 29 | $27,428 | -4.7% |
| MINT | June 30, 2025 | 268 | $26,966 | No longer tracked |
| COIN | June 30, 2025 | 154 | $26,523 | -46.5% |
| ABBV | June 30, 2025 | 125 | $26,190 | 42.1% |
| MO | June 30, 2025 | 422 | $25,759 | 13.8% |
| IYY | June 30, 2025 | 183 | $24,909 | No longer tracked |
| CVS | June 30, 2025 | 364 | $24,661 | 35.7% |
| KVUE | June 30, 2025 | 988 | $23,692 | -9.5% |
| IXUS | June 30, 2025 | 339 | $23,684 | |
| SCHB | June 30, 2025 | 1,092 | $23,511 | No longer tracked |
| AVMC | March 31, 2025 | 342 | $22,227 | No longer tracked |
| NVDA | June 30, 2025 | 200 | $21,682 | 37.3% |
| PRU | June 30, 2025 | 193 | $21,554 | 13.9% |
| AVDV | March 31, 2025 | 325 | $21,151 | No longer tracked |
| VXUS | June 30, 2025 | 320 | $19,872 | |
| TSLA | June 30, 2025 | 75 | $19,437 | 9.8% |
| MA | June 30, 2025 | 35 | $19,184 | 2.4% |
| AEM | June 30, 2025 | 172 | $18,647 | 82.3% |
| FOXF | June 30, 2025 | 781 | $18,229 | -15.8% |
| DOC | June 30, 2025 | 879 | $17,773 | 21.0% |
| DFAC | June 30, 2025 | 538 | $17,749 | No longer tracked |
| EEM | June 30, 2025 | 400 | $17,480 | No longer tracked |
| SO | June 30, 2025 | 190 | $17,471 | -0.8% |
| BC | June 30, 2025 | 316 | $17,017 | 49.5% |
| CLF | June 30, 2025 | 2,000 | $16,440 | 52.4% |
| GLW | June 30, 2025 | 341 | $15,611 | 192.0% |
| VFC | June 30, 2025 | 1,000 | $15,520 | 21.5% |
| EGO | June 30, 2025 | 900 | $15,138 | 119.8% |
| DXIV | June 30, 2025 | 287 | $14,892 | No longer tracked |
| IVE | June 30, 2025 | 78 | $14,865 | No longer tracked |
| CAKE | June 30, 2025 | 296 | $14,403 | 71.9% |
| FNDE | June 30, 2025 | 441 | $13,583 | No longer tracked |
| DAL | June 30, 2025 | 301 | $13,124 | 67.0% |
| CMG | June 30, 2025 | 250 | $12,553 | -36.1% |
| GEV | June 30, 2025 | 39 | $11,906 | 83.4% |
| DUHP | March 31, 2025 | 344 | $11,624 | No longer tracked |
| SCL | June 30, 2025 | 200 | $11,008 | 17.8% |
| MDLZ | June 30, 2025 | 161 | $11,000 | -4.9% |
| DLTR | March 31, 2025 | 138 | $10,342 | 73.5% |
| SAM | June 30, 2025 | 40 | $9,554 | -3.0% |
| TBI | June 30, 2025 | 1,780 | $9,452 | 59.4% |
| STPZ | June 30, 2025 | 174 | $9,399 | No longer tracked |
| SOLV | June 30, 2025 | 122 | $9,277 | 16.7% |
| NFRA | March 31, 2025 | 163 | $8,839 | No longer tracked |
| PARA | June 30, 2025 | 703 | $8,573 | |
| BA | June 30, 2025 | 50 | $8,528 | 2.4% |
| PLTR | June 30, 2025 | 100 | $8,440 | 26.9% |
| LNC | June 30, 2025 | 235 | $8,439 | 23.4% |
| ARCC | June 30, 2025 | 300 | $6,648 | -9.8% |
| FTRE | June 30, 2025 | 860 | $6,493 | 263.6% |
| HTGC | June 30, 2025 | 313 | $6,013 | -6.9% |
| VST | June 30, 2025 | 50 | $5,872 | -28.2% |
| HD | June 30, 2025 | 16 | $5,864 | -8.5% |
| SUN | June 30, 2025 | 100 | $5,806 | 42.0% |
| DFUV | June 30, 2025 | 139 | $5,728 | No longer tracked |
| GILD | June 30, 2025 | 50 | $5,603 | 30.6% |
| COTY | March 31, 2025 | 800 | $5,568 | -50.3% |
| MWA | June 30, 2025 | 200 | $5,084 | 5.3% |
| DXC | June 30, 2025 | 282 | $4,808 | -30.3% |
| GEHC | June 30, 2025 | 59 | $4,762 | 0.0% |
| NVS | June 30, 2025 | 40 | $4,614 | 29.8% |
| TROW | June 30, 2025 | 49 | $4,502 | 17.9% |
| T | June 30, 2025 | 147 | $4,157 | -12.3% |
| KR | June 30, 2025 | 61 | $4,129 | -20.5% |
| PLD | March 31, 2025 | 38 | $4,017 | 26.4% |
| SNA | June 30, 2025 | 10 | $3,370 | 26.7% |
| PZZA | June 30, 2025 | 80 | $3,286 | -51.5% |
| ETN | June 30, 2025 | 12 | $3,262 | 17.9% |
| LW | June 30, 2025 | 60 | $3,198 | 2.9% |
| OHI | March 31, 2025 | 80 | $3,028 | 22.7% |
| PTLO | June 30, 2025 | 250 | $2,973 | -58.4% |
| CAG | June 30, 2025 | 110 | $2,934 | -21.5% |
| WMT | June 30, 2025 | 33 | $2,905 | 5.5% |
| BALL | June 30, 2025 | 52 | $2,708 | 12.7% |
| KEY | June 30, 2025 | 165 | $2,638 | 26.7% |
| AMTM | June 30, 2025 | 144 | $2,621 | -11.4% |
| NKE | June 30, 2025 | 40 | $2,539 | -42.9% |
| CHRD | March 31, 2025 | 21 | $2,456 | 32.5% |
| MS | June 30, 2025 | 20 | $2,333 | 50.3% |
| CPRN | June 30, 2025 | 65 | $1,941 | No longer tracked |
| WPC | March 31, 2025 | 35 | $1,938 | 13.6% |
| GNRC | June 30, 2025 | 15 | $1,900 | 47.3% |
| ET | March 31, 2025 | 96 | $1,881 | 14.3% |
| UGI | March 31, 2025 | 63 | $1,803 | 14.8% |
| RGR | March 31, 2025 | 50 | $1,769 | -2.8% |
| VTRS | March 31, 2025 | 134 | $1,669 | 84.4% |
| BIRK | June 30, 2025 | 36 | $1,651 | -28.5% |
| CHSCM | June 30, 2025 | 67 | $1,644 | 2.6% |
| CHSCN | June 30, 2025 | 65 | $1,625 | 2.5% |
| PFF | March 31, 2025 | 50 | $1,572 | |
| CMCO | March 31, 2025 | 42 | $1,565 | 4.0% |
| MSPRF | June 30, 2025 | 61 | $1,559 | No longer tracked |
| VLTO | June 30, 2025 | 14 | $1,366 | -1.8% |
| MSPRI | June 30, 2025 | 49 | $1,238 | No longer tracked |
| FITBI | June 30, 2025 | 46 | $1,157 | No longer tracked |
| MSPRE | June 30, 2025 | 45 | $1,150 | No longer tracked |
| ACH | March 31, 2025 | 80 | $1,046 | -85.9% |
| DRI | June 30, 2025 | 5 | $1,039 | 0.1% |
| PETS | March 31, 2025 | 215 | $1,037 | -58.0% |
| WTFCM | June 30, 2025 | 41 | $1,036 | No longer tracked |
| MPC | March 31, 2025 | 6 | $837 | 149.0% |
| PENN | June 30, 2025 | 50 | $816 | 3.3% |
| MPT | March 31, 2025 | 200 | $806 | -32.1% |
| OXSQ | March 31, 2025 | 325 | $793 | -46.3% |
| GSPRD | June 30, 2025 | 33 | $729 | No longer tracked |
| TMUS | March 31, 2025 | 3 | $663 | -31.4% |
| AHLPRC | March 31, 2025 | 25 | $641 | No longer tracked |
| LEVI | March 31, 2025 | 36 | $623 | 38.4% |
| DHC | March 31, 2025 | 250 | $575 | 236.0% |
| F | March 31, 2025 | 55 | $544 | 43.1% |
| RMR | March 31, 2025 | 26 | $537 | 19.2% |
| SWBI | March 31, 2025 | 50 | $512 | 50.3% |
| MSPRA | June 30, 2025 | 22 | $509 | No longer tracked |
| MCO | June 30, 2025 | 1 | $466 | -0.4% |
| SCHWPRD | June 30, 2025 | 17 | $423 | No longer tracked |
| VLYPP | June 30, 2025 | 16 | $394 | 2.9% |
| WBD | March 31, 2025 | 35 | $370 | 164.9% |
| SCEPRK | June 30, 2025 | 16 | $367 | No longer tracked |
| WBA | March 31, 2025 | 25 | $234 | No longer tracked |
| TLSA | March 31, 2025 | 302 | $211 | 3.7% |
| BHF | March 31, 2025 | 4 | $193 | -8.1% |
| AOUT | March 31, 2025 | 12 | $183 | -7.1% |
| SCEPRJ | June 30, 2025 | 8 | $178 | No longer tracked |
| OBE | March 31, 2025 | 30 | $174 | No longer tracked |
| SOS | June 30, 2025 | 27 | $132 | -84.7% |
| AFFT | June 30, 2025 | 7 | $114 | No longer tracked |
| CRBP | March 31, 2025 | 9 | $107 | 88.7% |
| EFAV | March 31, 2025 | 1 | $71 | No longer tracked |
| EQC | March 31, 2025 | 37 | $66 | No longer tracked |
| NLOP | March 31, 2025 | 2 | $63 | -63.2% |
| DBRM | June 30, 2026 | 295,000 | $30 | No longer tracked |
| ACUT | March 31, 2025 | 30 | $14 | No longer tracked |
| BGGSQ | June 30, 2025 | 631 | $0 | No longer tracked |
| NOVC | June 30, 2025 | 37 | $0 | No longer tracked |
| OCZTQ | June 30, 2025 | 450 | $0 | No longer tracked |
| ONPH | June 30, 2025 | 20 | $0 | No longer tracked |
| UFFCQ | June 30, 2026 | 10,000 | $0 | No longer tracked |
| UFFCQ | June 30, 2025 | 10,000 | $0 | No longer tracked |