Sector breakdown

04
Technology 12.3%
Communication Services 4.9%
Financials 4.5%
Healthcare 3.4%
Industrials 2.1%
Retail 2.0%
Consumer products 0.8%
Materials 0.7%
Consumer Staples 0.7%
Consumer Discretionary 0.6%
Utilities 0.5%
Energy 0.3%
Other/Unmapped 67.1%

Full portfolio 190 positions

05
Type Streak 8Q trend
VOO VANGUARD INDEX FUNDS $16,698,928 7.35% 24,314 $2,339,517 Up ×1
MGK VANGUARD WORLD FUND $9,820,074 4.33% 111,706 $1,385,121 Up ×1
IVV iShares Trust $9,504,674 4.19% 12,692 $2,475,146 Up ×1
MGV VANGUARD WORLD FUND $6,892,033 3.04% 42,166 $744,848 Down ×2
FBND Fidelity Merrimack Street Trust $6,589,443 2.90% 144,855 $190,956 Up ×1
IEFA iShares Trust $6,334,575 2.79% 65,589 $483,314 Up ×1
QQQ Invesco QQQ Trust, Series 1 $5,361,559 2.36% 7,281 $1,186,943 Up ×1
NVDA NVIDIA Corporation - Common Stock $5,361,212 2.36% 26,794 $933,196 Up ×1
VB VANGUARD INDEX FUNDS $4,882,769 2.15% 16,108 $645,108 Down ×2
VYM VANGUARD WHITEHALL FUNDS $4,707,302 2.07% 29,787 $1,069,018 Up ×6
AAPL Apple Inc. - Common Stock $4,520,962 1.99% 15,624 $585,694 Up ×1
VOE VANGUARD INDEX FUNDS $3,965,167 1.75% 20,067 $377,501 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $3,738,805 1.65% 10,462 $686,356 Down ×4
AMZN Amazon.com, Inc. - Common Stock $3,680,446 1.62% 15,442 $462,050 Down ×2
VFMF VANGUARD WELLINGTON FUND $3,398,805 1.50% 19,206 $647,557 Up ×6
VTI VANGUARD INDEX FUNDS $3,046,201 1.34% 8,232 $375,180 Down ×2
MINT PIMCO ETF Trust $2,990,831 1.32% 29,668 $44,432 Up ×1
VBR VANGUARD INDEX FUNDS $2,911,506 1.28% 11,982 $297,771 Down ×6
BIL SPDR SERIES TRUST $2,596,803 1.14% 28,337 $-813,213 Down ×1
IEMG iShares, Inc. $2,583,200 1.14% 31,183 $387,888 Down ×6
HYG iShares Trust $2,339,043 1.03% 29,249 $42,146 Up ×1
HYDB iShares Trust $2,230,904 0.98% 47,699 $36,926 Up ×6
GOOG Alphabet Inc. - Class C Capital Stock $2,147,186 0.95% 6,077 $401,930 Down ×4
MSFT Microsoft Corporation - Common Stock $2,134,420 0.94% 5,722 $-210,977 Down ×2
VOT VANGUARD INDEX FUNDS $1,975,941 0.87% 6,451 $267,137 Down ×2
JNK SPDR SERIES TRUST $1,955,733 0.86% 20,294 $-31,031 Down ×1
VFMO VANGUARD WELLINGTON FUND $1,854,734 0.82% 7,434 $489,871 Up ×6
SHY iShares 1-3 Year Treasury Bond ETF $1,831,628 0.81% 22,307 $863,825 Up ×2
VXF VANGUARD INDEX FUNDS $1,784,038 0.79% 7,246 $273,672 Down ×4
VUG VANGUARD INDEX FUNDS $1,753,638 0.77% 20,358 $246,712 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1,710,780 0.75% 2,945 $1,065,093 Down ×2
AVGO Broadcom Inc. - Common Stock $1,645,479 0.72% 4,356 $430,033 Up ×1
VBK VANGUARD INDEX FUNDS $1,592,989 0.70% 4,356 $277,295 Up ×1
MU Micron Technology, Inc. - Common Stock $1,549,057 0.68% 1,342 $1,052,094 Down ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B $1,512,679 0.67% 3,023 $-3,031 Down ×2
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A $1,497,700 0.66% 2 $61,420
WDC Western Digital Corporation - Common Stock $1,442,868 0.64% 2,259 $1,189,960 Up ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $1,322,444 0.58% 24,872 $-765 Up ×1
FTHY First Trust High Yield Opportunities 2027 Term Fund Common Stock $1,295,184 0.57% 94,539 $16,071
SHYG iShares Trust $1,275,862 0.56% 30,084 $62,327 Up ×1
CAT Caterpillar, Inc. Common Stock $1,273,620 0.56% 1,196 $422,051 Down ×4
UTHR United Therapeutics Corporation - Common Stock $1,234,831 0.54% 2,279 $-127,244 Down ×4
IEI iShares 3-7 Year Treasury Bond ETF $1,233,695 0.54% 10,504 $137,475 Up ×1
ARM Arm Holdings plc - American Depositary Shares $1,200,929 0.53% 3,387 $631,662 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $1,200,371 0.53% 2,131 $-32,569 Down ×2
RSP Invesco Exchange-Traded Fund Trust $1,186,406 0.52% 5,576 $-39,771 Down ×1
SCHD SCHWAB STRATEGIC TRUST $1,175,268 0.52% 37,063 $812,232 Up ×2
JPM JP Morgan Chase & Co. Common Stock $1,166,931 0.51% 3,565 $439,767 Up ×1
GOVT iShares Trust $1,160,527 0.51% 50,945 $119,474 Up ×1
VTV VANGUARD INDEX FUNDS $1,132,800 0.50% 5,198 $166,319 Up ×1
SPTM SPDR SERIES TRUST $1,124,797 0.50% 12,389 $148,485 Up ×3
ORCL Oracle Corporation Common Stock $1,086,375 0.48% 7,413 $-12,978 Down ×2
MTUM iShares Trust $1,048,031 0.46% 3,057 $274,063 Down ×2
NVMI Nova Ltd. - Ordinary Shares $1,031,586 0.45% 1,900 $287,664 Up ×1
DFTX Definium Therapeutics, Inc. - Common Shares $1,012,442 0.45% 21,523 Up ×1
SYF Synchrony Financial Common Stock $1,001,426 0.44% 13,168 $93,155 Down ×3
LLY Eli Lilly and Company Common Stock $978,735 0.43% 816 $225,443 Down ×5
NBDS Neuberger Berman ETF Trust $947,028 0.42% 22,304 $262,554
NEM Newmont Corporation $927,929 0.41% 9,935 $-209,670 Down ×2
ASML ASML Holding N.V. - New York Registry Shares $925,090 0.41% 465 $372,983 Up ×1
HYI Western Asset High Yield Opportunity Fund Inc. Common Stock $888,009 0.39% 83,538 $-4,177
T AT&T Inc. $887,099 0.39% 42,855 $-219,826 Up ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $847,875 0.37% 16,531 $12,826 Up ×1
AMGN Amgen Inc. - Common Stock $845,550 0.37% 2,335 $24,332 Up ×1
FOXA Fox Corporation - Class A Common Stock $840,558 0.37% 16,115 $-82,396 Up ×1
V Visa Inc. $832,679 0.37% 2,427 $102,769 Up ×1
TIP iShares Trust $808,141 0.36% 7,385 $85 Up ×1
EXEL Exelixis, Inc. - Common Stock $798,249 0.35% 14,671 $164,807 Down ×2
PG Procter & Gamble Company (The) Common Stock $757,542 0.33% 5,166 $8,765 Down ×4
TLH iShares Trust $754,231 0.33% 7,516 $42,443 Up ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $752,446 0.33% 6,590 $1,819 Up ×1
IDEV iShares Trust $720,180 0.32% 8,091 $29,725 Down ×2
KLAC KLA Corporation - Common Stock $719,578 0.32% 2,385 $372,089 Up ×1
TSLA Tesla, Inc. - Common Stock $693,569 0.31% 1,649 $128,881 Up ×1
FAUG First Trust Exchange-Traded Fund VIII $686,818 0.30% 12,155 $270,017 Up ×1
FNOV First Trust Exchange-Traded Fund VIII $686,790 0.30% 11,742 $269,716 Up ×1
FDEC First Trust Exchange-Traded Fund VIII $686,778 0.30% 12,609 $270,224 Up ×1
FSEP First Trust Exchange-Traded Fund VIII $686,242 0.30% 12,459 $268,654 Up ×1
FJUL First Trust Exchange-Traded Fund VIII $685,424 0.30% 11,512 $269,114 Up ×1
FMAY First Trust Exchange-Traded Fund VIII $685,247 0.30% 12,193 $268,337 Up ×1
FOCT First Trust Exchange-Traded Fund VIII $685,208 0.30% 13,104 $269,009 Up ×1
FFEB First Trust Exchange-Traded Fund VIII $685,049 0.30% 11,234 $267,960 Up ×1
FAPR First Trust Exchange-Traded Fund VIII $684,975 0.30% 14,655 $270,720 Up ×1
FMAR First Trust Exchange-Traded Fund VIII $684,345 0.30% 13,095 $266,798 Up ×1
FJAN First Trust Exchange-Traded Fund VIII $683,942 0.30% 12,415 $267,303 Up ×1
FJUN First Trust Exchange-Traded Fund VIII $683,370 0.30% 11,399 $266,943 Up ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $677,356 0.30% 490 $194,095 Up ×1
UAL United Airlines Holdings, Inc. - Common Stock $655,336 0.29% 4,819 $184,398 Down ×3
PANW Palo Alto Networks, Inc. - Common Stock $649,643 0.29% 1,905 $367,159 Up ×1
CWB SPDR SERIES TRUST $648,861 0.29% 6,018 $50,961 Down ×3
HIG The Hartford Insurance Group, Inc. Common Stock $645,770 0.28% 4,873 $-10,366 Up ×1
PTGX Protagonist Therapeutics, Inc. - Common Stock $641,706 0.28% 5,235 $410,775 Up ×1
VO VANGUARD INDEX FUNDS $641,659 0.28% 7,964 $-213,276 Up ×1
VEEV Veeva Systems Inc. Class A Common Stock $620,258 0.27% 3,495 $12,474 Up ×3
SNOW Snowflake Inc. Common Stock $618,435 0.27% 2,430 $287,536 Up ×1
BNDX Vanguard Total International Bond ETF $617,725 0.27% 12,755 $13,400 Up ×1
VMBS Vanguard Mortgage-Backed Securities ETF $607,407 0.27% 12,976 $3,301 Up ×1
AFL AFLAC Incorporated Common Stock $592,816 0.26% 5,056 $37,683 Down ×2
LQD iShares Trust $590,941 0.26% 5,418 $-23,545 Down ×2
HOOD Robinhood Markets, Inc. - Class A Common Stock $588,343 0.26% 5,867 $220,291 Up ×1

Conviction holdings

08

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

SecurityValue% of portfolioStreak
VYM $4,707,302 2.07% up ×6
VFMF $3,398,805 1.50% up ×6
HYDB $2,230,904 0.98% up ×6
VFMO $1,854,734 0.82% up ×6
SPTM $1,124,797 0.50% up ×3
VEEV $620,258 0.27% up ×3
EPD $559,377 0.25% up ×5
SPEM $527,435 0.23% up ×5

Biggest new bets

09

New positions opened this quarter, largest first.

SecurityValueShares% of portfolio
DFTX $1,012,442 21,523 0.45%
JEPQ $553,201 9,001 0.24%
DGRO $530,530 7,000 0.23%
FSLR $416,233 1,764 0.18%
AMAT $390,420 540 0.17%
XMMO $379,752 2,232 0.17%
JEPI $321,654 5,695 0.14%
BE $308,754 1,020 0.14%
LRCX $288,598 666 0.13%
CF $279,527 2,582 0.12%
LUV $232,778 4,527 0.10%
KMB $226,895 2,067 0.10%
RCL $216,873 683 0.10%
IXN $215,853 1,494 0.10%
PSX $214,186 1,267 0.09%

Top movers (QoQ)

10
SecurityActionShares ΔValue Δ
IVV Bought more +2K +$2.5M
VOO Bought more +284 +$2.3M
MGK Bought more +89K +$1.4M
QQQ Bought more +48 +$1.2M
VYM Bought more +5K +$1.1M
AMD Trimmed -229 +$1.1M
MU Trimmed -129 +$1.1M
NVDA Bought more +1K +$933K
SHY Bought more +11K +$864K
BIL Trimmed -9K -$813K

1 position hidden — reported move looks larger than the position itself (data completeness check)

Exited positions

11

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.

SecurityQuarterShares beforeValue beforePrice since exit
VIG March 31, 2026 27,689 $6,085,506
IWM March 31, 2026 15,755 $3,878,258 13.7%
AGG March 31, 2026 36,242 $3,619,856
IWR March 31, 2026 37,058 $3,567,556 11.4%
APO March 31, 2026 19,412 $2,810,111 2.3%
AVUV March 31, 2026 23,150 $2,360,844
BUFR March 31, 2026 58,356 $1,999,277
IWN March 31, 2026 10,848 $1,965,817 12.6%
IDV March 31, 2026 46,971 $1,852,993
AVEM March 31, 2026 23,681 $1,823,917
AVUS March 31, 2026 15,606 $1,744,423
IWS March 31, 2026 12,289 $1,733,323 12.0%
ACWV March 31, 2026 14,068 $1,670,574
BX March 31, 2026 10,229 $1,576,729 -2.8%
SSO March 31, 2026 24,490 $1,418,461
USHY Sept. 30, 2025 36,271 $1,360,528
SPDW March 31, 2026 30,630 $1,360,292
RDVY March 31, 2026 19,073 $1,325,001
SPYG March 31, 2026 11,464 $1,223,203
TLT June 30, 2025 12,926 $1,176,654
FTHI March 31, 2026 48,773 $1,152,018
MUB March 31, 2026 9,057 $970,059
IEF March 31, 2026 9,973 $959,035
VYMI March 31, 2026 9,896 $890,651
EMB June 30, 2025 9,623 $871,748
AVLV March 31, 2026 11,197 $848,400
KKR March 31, 2026 6,505 $829,274 -2.4%
TLT June 30, 2026 9,507 $824,162
XMMO March 31, 2026 5,881 $814,332
EMB March 31, 2026 8,229 $792,288
FEBM March 31, 2026 26,069 $791,888
COMP March 31, 2026 74,221 $784,516 26.1%
IYK March 31, 2026 11,633 $778,450 2.5%
EWJ March 31, 2026 9,576 $773,166
IVW March 31, 2026 6,216 $766,159 26.7%
VST March 31, 2026 4,593 $740,989 -6.9%
UNH June 30, 2025 1,272 $666,210 19.2%
IWD March 31, 2026 3,026 $636,402
BBIN March 31, 2026 8,385 $606,375
VTWO March 31, 2026 6,074 $604,473
DFAX March 31, 2026 17,976 $588,354
CRM Sept. 30, 2025 2,133 $581,648 -1.0%
SFM Dec. 31, 2025 5,222 $580,321 -19.1%
AVDE March 31, 2026 6,910 $568,831
CMG March 31, 2026 15,067 $557,479 1.1%
BABA March 31, 2026 3,729 $546,597 -15.6%
MGC March 31, 2026 2,081 $522,685
HD Sept. 30, 2025 1,394 $511,096 -30.2%
VNQ March 31, 2026 5,730 $507,037
JGLO March 31, 2026 7,352 $497,510
DVY March 31, 2026 3,510 $495,342
IEV March 31, 2026 7,210 $494,606 7.0%
LIN Sept. 30, 2025 1,048 $491,701 0.9%
BUFD March 31, 2026 17,149 $484,288
SLYG March 31, 2026 5,121 $482,305 12.4%
TT Sept. 30, 2025 1,102 $482,026 9.9%
IYW March 31, 2026 2,405 $480,215 46.7%
SPGI Sept. 30, 2025 900 $474,561 -20.6%
REGN Sept. 30, 2025 899 $471,975 30.8%
DFAC March 31, 2026 11,718 $463,916
TLTD March 31, 2026 4,989 $462,611
VRTX Sept. 30, 2025 1,039 $462,563 28.9%
STLD Sept. 30, 2025 3,540 $453,155 66.4%
NBOS March 31, 2026 16,511 $450,255
MA March 31, 2026 787 $449,283 10.5%
SLF March 31, 2026 7,000 $436,800 25.6%
PH Sept. 30, 2025 619 $432,353 28.3%
ADT March 31, 2026 53,145 $428,877 -4.9%
FAAR March 31, 2026 15,808 $428,397
AVDV March 31, 2026 4,544 $427,000
FMF March 31, 2026 8,994 $423,168
AVIV March 31, 2026 5,920 $421,682
ILCB March 31, 2026 4,442 $419,268 19.0%
IJR March 31, 2026 3,473 $417,332 11.2%
CTAS Sept. 30, 2025 1,861 $414,761 -6.0%
EFA March 31, 2026 4,254 $408,539
TJX Sept. 30, 2025 3,305 $408,134 -8.2%
CRWD March 31, 2026 867 $406,415 -30.8%
DFUS March 31, 2026 5,258 $389,986
FTLS March 31, 2026 5,487 $389,522
CVNA March 31, 2026 918 $387,414 -79.7%
IGSB March 31, 2026 7,321 $387,137
PFF March 31, 2026 12,164 $376,591
SCHO March 31, 2026 15,424 $375,890 -1.6%
XLK March 31, 2026 2,610 $375,817 50.3%
NOW March 31, 2026 2,444 $374,396 28.5%
TOST Sept. 30, 2025 8,383 $371,283 -18.4%
FLHY March 31, 2026 15,148 $369,839
QEFA March 31, 2026 4,072 $369,199
SPYM Sept. 30, 2025 5,068 $368,407 15.6%
FLNC March 31, 2026 18,253 $361,044 -44.7%
SDVY March 31, 2026 9,402 $360,285
BKHY Dec. 31, 2025 7,381 $356,428
JNJ Sept. 30, 2025 2,320 $354,380 38.1%
ONEV June 30, 2026 2,633 $353,270
COF Sept. 30, 2025 1,651 $351,267 -8.4%
DKNG Dec. 31, 2025 10,184 $349,922 -46.1%
INTU March 31, 2026 527 $349,095 -35.0%
EEM March 31, 2026 6,365 $348,202
HYFI March 31, 2026 8,980 $337,468
TMHC June 30, 2026 5,742 $334,414 No longer tracked
IAK March 31, 2026 2,453 $333,971
UCON March 31, 2026 13,266 $333,900
PECO March 31, 2026 9,345 $332,402 0.9%
BINC March 31, 2026 6,223 $328,391
AVES March 31, 2026 5,578 $325,253
CLOI June 30, 2025 6,151 $325,019
DFNM March 31, 2026 6,714 $323,413
FTGC March 31, 2026 13,868 $322,154
MS Sept. 30, 2025 2,280 $321,222 19.7%
IAU March 31, 2026 3,900 $316,563 -11.6%
ANGL March 31, 2026 10,683 $313,701
TMO June 30, 2025 627 $311,995 61.5%
SNPS Sept. 30, 2025 607 $311,197 -0.7%
AXP Sept. 30, 2025 970 $309,411 -8.8%
KAMO March 31, 2026 12,317 $308,233
TMUS Sept. 30, 2025 1,263 $300,922 -31.6%
VT March 31, 2026 2,123 $299,440
SCHV March 31, 2026 10,060 $297,877 10.9%
BMNR Dec. 31, 2025 5,575 $295,029 -3.2%
APP March 31, 2026 437 $294,459 -32.6%
BMY June 30, 2025 4,791 $292,203 32.1%
VEU March 31, 2026 3,962 $291,445
SHV Sept. 30, 2025 2,619 $289,190
ABBV March 31, 2026 1,258 $287,440 20.8%
JPHY March 31, 2026 5,670 $286,845
VV March 31, 2026 910 $286,575
NEE Sept. 30, 2025 4,124 $286,288 1.8%
TDG Dec. 31, 2025 218 $286,121 -18.0%
DFAT Sept. 30, 2025 5,288 $285,340
RDVI March 31, 2026 10,732 $281,608
BAC March 31, 2026 5,115 $281,327 10.3%
PCOR June 30, 2026 4,918 $280,326 25.4%
USMV March 31, 2026 2,968 $279,467
HUBS March 31, 2026 696 $279,305 -12.1%
CSCO Sept. 30, 2025 4,024 $279,200 64.0%
BUFG March 31, 2026 10,059 $276,824
FSIG March 31, 2026 14,420 $276,720
KNG March 31, 2026 5,617 $276,076
IRT Sept. 30, 2025 15,492 $274,046 -11.5%
CNX Sept. 30, 2025 8,135 $273,987 -1.9%
IBM Sept. 30, 2025 912 $268,839 -21.1%
FLBL June 30, 2025 11,156 $268,525
HCA Sept. 30, 2025 696 $266,638 0.1%
CB Sept. 30, 2025 912 $264,225 17.2%
IWO March 31, 2026 811 $261,921
BKNG Sept. 30, 2025 45 $260,548 -97.1%
FIGR March 31, 2026 6,375 $260,355 -16.0%
PNC Sept. 30, 2025 1,387 $258,565 10.0%
HYMB March 31, 2026 10,362 $258,439 -4.5%
SJNK March 31, 2026 10,090 $255,479
ACN June 30, 2025 814 $254,001 -33.5%
LQTI March 31, 2026 12,585 $253,210
GE March 31, 2026 821 $252,997 9.1%
ISCG March 31, 2026 4,554 $252,555 12.8%
SCHX June 30, 2025 11,313 $249,789 24.3%
KJAN March 31, 2026 6,025 $249,556
MRSH June 30, 2026 1,434 $248,727 2.0%
BK Sept. 30, 2025 2,725 $248,275 No longer tracked
ADBE Sept. 30, 2025 640 $247,603 -32.6%
XOM June 30, 2026 1,459 $247,534 20.0%
FVD March 31, 2026 5,290 $243,748
XLF March 31, 2026 4,443 $243,342 8.3%
PPC June 30, 2026 6,441 $243,212 -2.2%
BLDR Dec. 31, 2025 1,886 $241,578 -45.3%
JEPI March 31, 2026 4,174 $238,920
CMS Sept. 30, 2025 3,441 $238,392 -13.0%
FBTC Dec. 31, 2025 2,418 $237,472
WFC Sept. 30, 2025 2,947 $236,114 -4.0%
PWR Sept. 30, 2025 622 $235,166 63.3%
KMB Dec. 31, 2025 1,938 $232,889 -6.5%
NXPI Sept. 30, 2025 1,053 $230,070 7.0%
VICI Sept. 30, 2025 7,044 $229,634 -30.5%
CMCSA March 31, 2026 7,682 $229,626 -24.9%
IWC March 31, 2026 1,442 $227,444
FTSM Sept. 30, 2025 3,793 $227,067
JMUB March 31, 2026 4,493 $226,897
YMAR March 31, 2026 8,382 $226,467
SPTL March 31, 2026 8,540 $226,054
EOG Sept. 30, 2025 1,885 $225,465 26.1%
LMND March 31, 2026 3,162 $225,071 -25.8%
COP March 31, 2026 2,395 $224,184 -4.0%
RTX Sept. 30, 2025 1,530 $223,411 10.4%
MELI March 31, 2026 110 $221,569 -1.9%
PLTR June 30, 2026 1,514 $221,468 61.8%
FDN Dec. 31, 2025 794 $221,240
CVX March 31, 2026 1,451 $221,139 -0.1%
O Dec. 31, 2025 3,758 $221,121 -4.0%
XLF Sept. 30, 2025 4,210 $220,493 -0.7%
IGM Dec. 31, 2025 1,741 $219,914 31.6%
PEG Sept. 30, 2025 2,611 $219,794 -18.4%
XLV Sept. 30, 2025 1,628 $219,438 19.4%
RCL March 31, 2026 782 $218,115 0.9%
WSM Dec. 31, 2025 1,135 $217,353 30.1%
WFC March 31, 2026 2,331 $217,249 1.1%
AMAT March 31, 2026 838 $215,387 58.0%
UNP Sept. 30, 2025 932 $214,538 17.7%
FTCS Sept. 30, 2025 2,353 $213,864
ABT March 31, 2026 1,698 $212,710 -5.0%
IPAC Sept. 30, 2025 3,094 $212,558
DOCU Dec. 31, 2025 3,109 $212,531 0.9%
SLYV March 31, 2026 2,332 $212,140 9.9%
CL June 30, 2025 2,258 $211,575 -7.3%
JNJ March 31, 2026 1,022 $211,503 4.7%
NFLX Dec. 31, 2025 173 $210,256 -28.5%
IXUS Sept. 30, 2025 2,705 $209,127
DE March 31, 2026 449 $209,041 22.0%
ILDR Dec. 31, 2025 6,275 $208,698
BBJP March 31, 2026 3,166 $208,671
IYF Sept. 30, 2025 1,720 $208,103 2.1%
WMB Sept. 30, 2025 3,308 $207,775 11.3%
HEFA March 31, 2026 5,020 $207,627
FDX Sept. 30, 2025 913 $207,534 23.1%
XLC Sept. 30, 2025 1,910 $207,292 -6.8%
CGMS Sept. 30, 2025 7,502 $207,205
PFE March 31, 2026 8,307 $206,834 -1.0%
MARB Sept. 30, 2025 10,114 $206,780
IJK March 31, 2026 2,132 $206,555 9.9%
WMT June 30, 2026 1,633 $202,949 -7.9%
NOC June 30, 2025 394 $201,732 -4.4%
SSO June 30, 2025 2,432 $201,321
BLK March 31, 2026 188 $200,786 10.2%
GRID March 31, 2026 1,312 $200,762
FTSM March 31, 2026 3,345 $200,448
PTY Dec. 31, 2025 10,197 $146,225 -14.4%
LYG March 31, 2026 21,524 $114,077 9.3%
ABEV March 31, 2026 11,699 $28,897 2.4%
SLQT March 31, 2026 10,545 $14,868 -34.8%