United Financial Planning Group LLC
CIK 2088337 · View on SEC EDGAR ↗
- Portfolio value
- $196.9M
- Positions
- 465
- As of
- June 30, 2026
#6,512 of 9,443 by 13F value · top 69.0%
Portfolio value QoQ: +16.4% 13F does not disclose cash
- Top 10 holdings weight
- 76.40%
- Top 25 holdings weight
- 89.62%
- Positions above 1%
- 16
- Effective number of positions
- 10.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.93% Est. buys $40,440,154 · sells $1,706,214
Median holding: 2.0 quarters Tracked Q3 2025–Q2 2026 · 62.8% still held
- New positions
- 86
- Increased
- 58
- Decreased
- 46
- Closed
- 83
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
3.2%
Healthcare
1.8%
Retail
0.9%
Utilities
0.8%
Communication Services
0.8%
Financial Services
0.7%
Materials
0.6%
Financials
0.5%
Industrials
0.4%
Consumer Discretionary
0.3%
Energy
0.2%
Logistics & Transportation
0.1%
N/A
0.1%
Communications
0.1%
Consumer products
0.1%
Consumer Staples
0.1%
Real Estate
0.0%
Telecommunication
0.0%
Packaging
0.0%
Other/Unmapped
89.4%
Full portfolio 465 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTV | $35,295,612 | 17.92% | 161,587 | $4,904,262 | Up ×1 | ||
| VUG | $33,222,463 | 16.87% | 385,232 | $5,858,021 | Up ×2 | ||
| VEA | $32,128,727 | 16.31% | 450,640 | $4,205,091 | Up ×2 | ||
| IJH | $10,263,893 | 5.21% | 133,020 | $1,586,595 | Up ×2 | ||
| IJR | $8,934,250 | 4.54% | 60,191 | $1,609,427 | Up ×3 | ||
| IEMG | $8,568,092 | 4.35% | 103,354 | $1,588,218 | Up ×1 | ||
| VNQ | $6,856,009 | 3.48% | 71,064 | $748,719 | Up ×3 | ||
| BNDX Vanguard Total International Bond ETF | $6,170,721 | 3.13% | 127,387 | $460,152 | Up ×3 | ||
| BSV | $4,839,990 | 2.46% | 62,065 | $473,236 | Up ×3 | ||
| VO | $4,175,109 | 2.12% | 51,820 | $419,626 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $2,871,752 | 1.46% | 11,412 | $376,852 | Down ×1 | ||
| VTI | $2,618,966 | 1.33% | 7,078 | $313,483 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,359,180 | 1.20% | 44,979 | $85,785 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,205,332 | 1.12% | 7,621 | $196,523 | Down ×1 | ||
| VB | $2,196,123 | 1.12% | 7,245 | $243,199 | Down ×3 | ||
| IDEV | $2,080,779 | 1.06% | 23,377 | $152,299 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,744,225 | 0.89% | 20,403 | $171,058 | Up ×1 | ||
| VWO | $1,658,597 | 0.84% | 27,787 | $129,155 | Down ×3 | ||
| BIV | $1,521,992 | 0.77% | 19,823 | $368,937 | Up ×2 | ||
| GLD | $1,490,834 | 0.76% | 4,047 | $-195,903 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,164,498 | 0.59% | 5,820 | $149,448 | |||
| SLV | $1,099,931 | 0.56% | 20,571 | $-267,503 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $1,064,438 | 0.54% | 9,398 | $-103,568 | |||
| SPY SPY | $993,688 | 0.50% | 1,331 | $128,430 | Up ×1 | ||
| VOO | $964,541 | 0.49% | 1,404 | $126,954 | Up ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $901,811 | 0.46% | 8,152 | $-16,674 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $725,524 | 0.37% | 1,945 | $5,543 | |||
| AVGO Broadcom Inc. - Common Stock | $603,550 | 0.31% | 1,598 | $429,117 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $585,905 | 0.30% | 1,639 | $114,544 | |||
| IWD | $484,860 | 0.25% | 2,000 | $480,587 | Up ×1 | ||
| NEM Newmont Corporation | $479,642 | 0.24% | 5,135 | $-52,154 | Up ×1 | ||
| BRKB | $476,371 | 0.24% | 952 | $20,173 | |||
| VYM | $471,403 | 0.24% | 2,983 | $29,621 | |||
| B Barrick Mining Corporation Common Shares | $434,479 | 0.22% | 11,829 | ||||
| GOOG Alphabet Inc. - Class C Capital Stock | $423,463 | 0.22% | 1,198 | $79,755 | |||
| V Visa Inc. | $419,863 | 0.21% | 1,224 | $50,170 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $409,468 | 0.21% | 1,718 | $51,660 | |||
| MCO Moody's Corporation Common Stock | $397,211 | 0.20% | 877 | $14,620 | |||
| XLE XLE | $354,098 | 0.18% | 6,667 | $-54,339 | |||
| QQQ Invesco QQQ Trust, Series 1 | $343,899 | 0.17% | 467 | $74,356 | |||
| BLV | $343,802 | 0.17% | 4,988 | $47,059 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $331,215 | 0.17% | 588 | $15,971 | Up ×3 | ||
| VPU | $330,979 | 0.17% | 1,691 | $-4,076 | |||
| IVV | $318,765 | 0.16% | 426 | $41,458 | Up ×3 | ||
| VIG | $311,704 | 0.16% | 1,317 | $28,678 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $278,909 | 0.14% | 2,040 | $-67,197 | |||
| CET | $262,709 | 0.13% | 5,009 | Up ×1 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $251,102 | 0.13% | 1,011 | $243,841 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $242,686 | 0.12% | 577 | $28,186 | |||
| JPM JP Morgan Chase & Co. Common Stock | $241,727 | 0.12% | 738 | $24,761 | |||
| LQD | $237,595 | 0.12% | 2,178 | $2,706 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $227,137 | 0.12% | 840 | $-33,613 | Up ×3 | ||
| ING ING Group, N.V. Common Stock | $219,503 | 0.11% | 6,995 | ||||
| ORCL Oracle Corporation Common Stock | $212,791 | 0.11% | 1,452 | $-9,492 | Down ×2 | ||
| FDX FedEx Corporation Common Stock | $208,044 | 0.11% | 664 | $-28,554 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $182,385 | 0.09% | 189 | ||||
| VCSH Vanguard Short-Term Corporate Bond ETF | $176,786 | 0.09% | 2,237 | $1,435 | Up ×1 | ||
| VV | $158,543 | 0.08% | 461 | $20,773 | |||
| AEM Agnico Eagle Mines Limited Common Stock | $156,681 | 0.08% | 1,010 | ||||
| IEFA | $150,182 | 0.08% | 1,555 | $9,408 | |||
| NI NiSource Inc Common Stock | $146,216 | 0.07% | 3,075 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $143,125 | 0.07% | 134 | $47,906 | |||
| EXC Exelon Corporation - Common Stock | $137,762 | 0.07% | 2,955 | $133,840 | Up ×1 | ||
| CHY Calamos Convertible and High Income Fund - Closed End Fund | $136,200 | 0.07% | 10,000 | ||||
| QCOM QUALCOMM Incorporated - Common Stock | $133,973 | 0.07% | 725 | $40,607 | |||
| IBM International Business Machines Corporation Common Stock | $132,731 | 0.07% | 472 | $-5,674 | Down ×3 | ||
| SNDK Sandisk Corporation - Common Stock | $131,876 | 0.07% | 58 | $95,026 | |||
| MS Morgan Stanley Common Stock | $127,514 | 0.06% | 610 | $27,126 | |||
| BND Vanguard Total Bond Market ETF | $127,075 | 0.06% | 1,731 | $879 | Up ×1 | ||
| PICK | $125,703 | 0.06% | 2,162 | $4,410 | Up ×2 | ||
| BA Boeing Company (The) Common Stock | $124,219 | 0.06% | 574 | $-541 | Down ×1 | ||
| MXF Mexico Fund, Inc. (The) Common Stock | $114,927 | 0.06% | 5,255 | Up ×1 | |||
| FBTC | $101,845 | 0.05% | 1,995 | $-15,920 | |||
| MSI Motorola Solutions, Inc. Common Stock | $101,331 | 0.05% | 244 | $-4,558 | |||
| HD Home Depot, Inc. (The) Common Stock | $98,398 | 0.05% | 279 | $6,638 | |||
| MSIF MSC Income Fund, Inc. Common Stock | $96,760 | 0.05% | 8,363 | $-5,101 | |||
| VBR | $95,516 | 0.05% | 393 | $-167,158 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $91,567 | 0.05% | 1,607 | $13,226 | |||
| LLY Eli Lilly and Company Common Stock | $88,758 | 0.05% | 74 | $20,695 | |||
| EFA | $87,363 | 0.04% | 841 | $5,677 | |||
| VXF | $86,912 | 0.04% | 353 | $14,265 | |||
| JNJ Johnson & Johnson Common Stock | $86,096 | 0.04% | 339 | $3,231 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $81,187 | 0.04% | 170 | ||||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $81,081 | 0.04% | 1,797 | Up ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $78,887 | 0.04% | 78 | $12,900 | |||
| SCHZ | $77,770 | 0.04% | 3,362 | $495 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $75,246 | 0.04% | 145 | ||||
| NVS Novartis AG Common Stock | $70,524 | 0.04% | 450 | ||||
| PHO Invesco Water Resources ETF | $69,690 | 0.04% | 1,060 | Up ×1 | |||
| IWM | $63,996 | 0.03% | 213 | $11,172 | |||
| ITOT | $63,571 | 0.03% | 387 | $-2,516 | Down ×1 | ||
| BX Blackstone Inc. Common Stock | $62,365 | 0.03% | 530 | $-2,029 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $60,267 | 0.03% | 469 | $-2,164 | Down ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $55,900 | 0.03% | 129 | $28,338 | |||
| DHI D.R. Horton, Inc. Common Stock | $54,239 | 0.03% | 333 | $8,545 | |||
| SDY | $54,024 | 0.03% | 355 | $2,215 | |||
| VGT | $52,589 | 0.03% | 440 | $14,214 | Up ×1 | ||
| Unknown issuer (CUSIP: 84615Q103) | $50,745 | 0.03% | 297 | Up ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $50,441 | 0.03% | 127 | $10,037 | |||
| Unknown issuer (CUSIP: 314352105) | $50,132 | 0.03% | 332 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IJR | $8,934,250 | 4.54% | up ×3 |
| VNQ | $6,856,009 | 3.48% | up ×3 |
| BNDX | $6,170,721 | 3.13% | up ×3 |
| BSV | $4,839,990 | 2.46% | up ×3 |
| IGSB | $2,359,180 | 1.20% | up ×3 |
| GLD | $1,490,834 | 0.76% | up ×3 |
| SLV | $1,099,931 | 0.56% | up ×3 |
| ED | $901,811 | 0.46% | up ×3 |
| V | $419,863 | 0.21% | up ×3 |
| BLV | $343,802 | 0.17% | up ×3 |
| META | $331,215 | 0.17% | up ×3 |
| IVV | $318,765 | 0.16% | up ×3 |
| LQD | $237,595 | 0.12% | up ×3 |
| MCD | $227,137 | 0.12% | up ×3 |
| IXUS | $41,614 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| B | $434,479 | 11,829 | 0.22% |
| CET | $262,709 | 5,009 | 0.13% |
| ING | $219,503 | 6,995 | 0.11% |
| STX | $182,385 | 189 | 0.09% |
| AEM | $156,681 | 1,010 | 0.08% |
| NI | $146,216 | 3,075 | 0.07% |
| CHY | $136,200 | 10,000 | 0.07% |
| MXF | $114,927 | 5,255 | 0.06% |
| TSM | $81,187 | 170 | 0.04% |
| ASX | $81,081 | 1,797 | 0.04% |
| LIN | $75,246 | 145 | 0.04% |
| NVS | $70,524 | 450 | 0.04% |
| PHO | $69,690 | 1,060 | 0.04% |
| Unknown issuer (CUSIP: 84615Q103) | $50,745 | 297 | 0.03% |
| Unknown issuer (CUSIP: 314352105) | $50,132 | 332 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VUG | Bought more | +323K | +$5.9M |
| VTV | Bought more | +7K | +$4.9M |
| VEA | Bought more | +15K | +$4.2M |
| IJR | Bought more | +1K | +$1.6M |
| IEMG | Bought more | +3K | +$1.6M |
| IJH | Bought more | +5K | +$1.6M |
| VNQ | Bought more | +2K | +$749K |
| BSV | Bought more | +6K | +$473K |
| BNDX | Bought more | +9K | +$460K |
| AVGO | Bought more | +1K | +$429K |
1 position hidden (data completeness check)
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 |
|---|---|---|---|---|
| VT | Dec. 31, 2025 | 32,061 | $1,737,062 | No longer tracked |
| B | March 31, 2026 | 18,324 | $798,010 | 15.7% |
| SCHO | June 30, 2026 | 8,646 | $209,838 | No longer tracked |
| SCHQ | June 30, 2026 | 5,718 | $179,717 | No longer tracked |
| ING | March 31, 2026 | 6,330 | $177,240 | 33.8% |
| AEM | March 31, 2026 | 1,010 | $171,225 | 6.8% |
| CHY | March 31, 2026 | 10,000 | $113,100 | 21.0% |
| IBB | June 30, 2026 | 558 | $94,218 | 12.4% |
| HDV | Dec. 31, 2025 | 2,026 | $90,148 | No longer tracked |
| PDBC | June 30, 2026 | 4,854 | $84,071 | |
| SCHG | March 31, 2026 | 2,120 | $69,171 | No longer tracked |
| PIO | June 30, 2026 | 1,060 | $67,776 | |
| REET | Dec. 31, 2025 | 1,044 | $67,062 | No longer tracked |
| CGW | March 31, 2026 | 1,060 | $66,808 | No longer tracked |
| LIN | March 31, 2026 | 154 | $65,664 | -1.6% |
| NVS | March 31, 2026 | 473 | $65,213 | 2.8% |
| STX | March 31, 2026 | 236 | $64,992 | 119.2% |
| SCHV | March 31, 2026 | 2,107 | $62,384 | No longer tracked |
| LI | Dec. 31, 2025 | 125 | $59,375 | -22.8% |
| IYM | Dec. 31, 2025 | 276 | $56,997 | No longer tracked |
| ACN | March 31, 2026 | 207 | $55,538 | -7.9% |
| FSSL | March 31, 2026 | 3,651 | $51,625 | -7.4% |
| TSM | March 31, 2026 | 159 | $48,319 | 24.3% |
| ONON | March 31, 2026 | 1,000 | $46,480 | -11.8% |
| IHI | March 31, 2026 | 600 | $37,290 | No longer tracked |
| MSIF | Dec. 31, 2025 | 2,785 | $36,567 | -3.4% |
| EZU | Dec. 31, 2025 | 886 | $34,745 | No longer tracked |
| SILA | March 31, 2026 | 1,380 | $32,168 | No longer tracked |
| VTEB | Dec. 31, 2025 | 587 | $29,391 | No longer tracked |
| NVO | March 31, 2026 | 538 | $27,373 | 27.1% |
| BDJ | March 31, 2026 | 2,847 | $26,990 | 13.5% |
| SPYG | March 31, 2026 | 242 | $25,821 | No longer tracked |
| DT | March 31, 2026 | 553 | $23,967 | 30.3% |
| MYN | March 31, 2026 | 2,382 | $23,606 | 1.7% |
| MDT | March 31, 2026 | 245 | $23,535 | 6.3% |
| SCHM | March 31, 2026 | 781 | $23,483 | No longer tracked |
| VTEB | June 30, 2026 | 458 | $22,850 | No longer tracked |
| ITT | March 31, 2026 | 130 | $22,556 | 10.1% |
| SHOP | March 31, 2026 | 140 | $22,536 | 22.9% |
| SPOT | March 31, 2026 | 38 | $22,067 | 8.7% |
| MHN | March 31, 2026 | 1,980 | $20,255 | No longer tracked |
| ASML | March 31, 2026 | 18 | $19,257 | 32.8% |
| SE | March 31, 2026 | 149 | $19,008 | 41.0% |
| MUFG | March 31, 2026 | 738 | $17,882 | 30.3% |
| FFIC | June 30, 2026 | 1,125 | $17,280 | No longer tracked |
| HCC | June 30, 2026 | 178 | $16,581 | 32.4% |
| IYJ | Dec. 31, 2025 | 84 | $16,452 | No longer tracked |
| SAP | March 31, 2026 | 66 | $16,032 | 25.9% |
| TEL | March 31, 2026 | 69 | $15,698 | -3.0% |
| XLP | March 31, 2026 | 200 | $15,536 | No longer tracked |
| XLI | March 31, 2026 | 100 | $15,512 | No longer tracked |
| SPLV | March 31, 2026 | 200 | $14,284 | No longer tracked |
| JEPI | March 31, 2026 | 236 | $13,716 | No longer tracked |
| JEPQ | June 30, 2026 | 236 | $13,103 | |
| EEX | June 30, 2026 | 2,866 | $12,926 | No longer tracked |
| GOP | March 31, 2026 | 276 | $12,576 | No longer tracked |
| ACGL | March 31, 2026 | 130 | $12,470 | 3.9% |
| DE | June 30, 2026 | 22 | $12,393 | -1.7% |
| NU | March 31, 2026 | 719 | $12,036 | 0.8% |
| MAS | Dec. 31, 2025 | 170 | $11,966 | 16.1% |
| SMLV | Dec. 31, 2025 | 411 | $11,879 | No longer tracked |
| AZN | March 31, 2026 | 127 | $11,675 | -16.1% |
| CP | March 31, 2026 | 157 | $11,560 | 21.5% |
| UBS | March 31, 2026 | 244 | $11,300 | 36.2% |
| JCI | March 31, 2026 | 93 | $11,137 | 10.8% |
| MFC | March 31, 2026 | 299 | $10,848 | 24.4% |
| HAS | March 31, 2026 | 132 | $10,824 | 0.3% |
| CPNG | March 31, 2026 | 454 | $10,710 | -14.7% |
| AKR | March 31, 2026 | 521 | $10,701 | 10.4% |
| FLEX | March 31, 2026 | 168 | $10,151 | 70.3% |
| IAGG | Dec. 31, 2025 | 194 | $9,939 | No longer tracked |
| IBN | March 31, 2026 | 329 | $9,804 | 15.3% |
| FERG | March 31, 2026 | 44 | $9,796 | 2.6% |
| SLB | Dec. 31, 2025 | 276 | $9,486 | 40.2% |
| ZION | June 30, 2026 | 164 | $9,450 | -1.1% |
| ACM | June 30, 2026 | 111 | $9,415 | -6.9% |
| SCHA | March 31, 2026 | 325 | $9,261 | No longer tracked |
| IEV | Dec. 31, 2025 | 140 | $9,167 | No longer tracked |
| SCHC | Dec. 31, 2025 | 324 | $9,032 | No longer tracked |
| COIN | March 31, 2026 | 38 | $8,593 | 7.3% |
| ACAD | June 30, 2026 | 384 | $8,548 | 14.9% |
| GBF | Dec. 31, 2025 | 361 | $8,356 | No longer tracked |
| SCHP | June 30, 2026 | 312 | $8,302 | No longer tracked |
| TT | March 31, 2026 | 21 | $8,173 | 9.1% |
| CCJ | March 31, 2026 | 83 | $7,594 | -6.4% |
| APTV | March 31, 2026 | 98 | $7,457 | -31.2% |
| ITOT | Dec. 31, 2025 | 20 | $7,310 | No longer tracked |
| SNOW | March 31, 2026 | 33 | $7,239 | 109.5% |
| HIMU | Dec. 31, 2025 | 145 | $7,133 | No longer tracked |
| AON | March 31, 2026 | 20 | $7,058 | 9.4% |
| VZ | March 31, 2026 | 173 | $7,046 | -1.5% |
| RACE | March 31, 2026 | 19 | $7,022 | 27.7% |
| WCN | March 31, 2026 | 39 | $6,839 | 3.8% |
| VLTO | June 30, 2026 | 77 | $6,808 | 11.8% |
| NFG | June 30, 2026 | 71 | $6,671 | 8.8% |
| CNQ | March 31, 2026 | 196 | $6,635 | 5.1% |
| ICSH | Dec. 31, 2025 | 90 | $6,127 | No longer tracked |
| FITB | June 30, 2026 | 130 | $6,040 | -2.3% |
| COMP | June 30, 2026 | 809 | $5,914 | -5.2% |
| BN | March 31, 2026 | 127 | $5,828 | 3.7% |
| IWF | March 31, 2026 | 12 | $5,680 | No longer tracked |
| MUB | Dec. 31, 2025 | 53 | $5,644 | No longer tracked |
| UTES | March 31, 2026 | 69 | $5,448 | No longer tracked |
| FALN | Dec. 31, 2025 | 96 | $5,432 | |
| VICI | March 31, 2026 | 193 | $5,427 | -3.0% |
| HON | June 30, 2026 | 24 | $5,425 | -1.9% |
| ETN | March 31, 2026 | 17 | $5,415 | 17.7% |
| TSCO | June 30, 2026 | 115 | $5,210 | 10.4% |
| VHT | June 30, 2026 | 19 | $5,190 | No longer tracked |
| KKR | June 30, 2026 | 56 | $5,180 | 18.4% |
| RSP | March 31, 2026 | 27 | $5,172 | No longer tracked |
| MNDY | March 31, 2026 | 35 | $5,165 | 28.1% |
| PPL | March 31, 2026 | 147 | $5,148 | -8.1% |
| RTO | March 31, 2026 | 174 | $5,126 | -24.9% |
| HUM | March 31, 2026 | 20 | $5,123 | 121.5% |
| ZTS | June 30, 2026 | 43 | $5,083 | 6.6% |
| NPKI | June 30, 2026 | 342 | $4,956 | -13.0% |
| IPAY | Dec. 31, 2025 | 83 | $4,723 | No longer tracked |
| AVB | March 31, 2026 | 26 | $4,714 | No longer tracked |
| CL | June 30, 2026 | 55 | $4,688 | -1.5% |
| CRL | June 30, 2026 | 27 | $4,658 | 27.9% |
| GGG | June 30, 2026 | 54 | $4,571 | 7.6% |
| SCHX | March 31, 2026 | 169 | $4,535 | No longer tracked |
| NGVT | June 30, 2026 | 62 | $4,416 | -6.6% |
| BDX | June 30, 2026 | 28 | $4,402 | 24.8% |
| CNOB | June 30, 2026 | 164 | $4,390 | -3.0% |
| NKE | June 30, 2026 | 79 | $4,173 | -1.2% |
| AFL | June 30, 2026 | 38 | $4,169 | -0.2% |
| EXP | June 30, 2026 | 22 | $4,168 | -8.9% |
| WAL | Dec. 31, 2025 | 70 | $4,161 | -5.1% |
| TRGP | March 31, 2026 | 22 | $4,059 | 22.1% |
| WEC | March 31, 2026 | 38 | $4,007 | -6.2% |
| OTIS | June 30, 2026 | 51 | $3,931 | 0.4% |
| PAYX | March 31, 2026 | 35 | $3,926 | 32.5% |
| PEG | June 30, 2026 | 48 | $3,886 | -8.5% |
| HOLX | June 30, 2026 | 51 | $3,855 | No longer tracked |
| CTSH | June 30, 2026 | 62 | $3,804 | 57.2% |
| GLW | March 31, 2026 | 43 | $3,765 | 12.9% |
| AOS | June 30, 2026 | 57 | $3,759 | -0.1% |
| COR | March 31, 2026 | 11 | $3,715 | 0.9% |
| MRSH | March 31, 2026 | 20 | $3,710 | 10.2% |
| RGLD | June 30, 2026 | 14 | $3,563 | 28.9% |
| NOBL | Dec. 31, 2025 | 34 | $3,504 | No longer tracked |
| TLT | March 31, 2026 | 40 | $3,486 | |
| XYL | June 30, 2026 | 29 | $3,466 | -3.6% |
| TNL | June 30, 2026 | 49 | $3,390 | -5.8% |
| HRB | June 30, 2026 | 105 | $3,333 | 37.8% |
| WAL | June 30, 2026 | 47 | $3,330 | -3.0% |
| ALL | June 30, 2026 | 16 | $3,317 | 7.7% |
| CRWD | March 31, 2026 | 7 | $3,281 | -52.0% |
| MCHP | June 30, 2026 | 50 | $3,231 | -16.3% |
| KEY | June 30, 2026 | 159 | $3,188 | -4.3% |
| DLTR | June 30, 2026 | 29 | $3,176 | 7.7% |
| EXPD | June 30, 2026 | 22 | $3,151 | 15.8% |
| CCL | March 31, 2026 | 100 | $3,054 | -0.8% |
| PAYC | March 31, 2026 | 19 | $3,028 | 85.4% |
| DD | June 30, 2026 | 66 | $3,023 | 3.3% |
| PGR | June 30, 2026 | 15 | $2,974 | 0.7% |
| UPS | June 30, 2026 | 30 | $2,951 | -3.9% |
| DRI | March 31, 2026 | 16 | $2,944 | 11.3% |
| DELL | March 31, 2026 | 23 | $2,895 | 167.6% |
| FWONK | June 30, 2026 | 33 | $2,806 | 9.8% |
| AYI | June 30, 2026 | 10 | $2,802 | -8.9% |
| AES | June 30, 2026 | 191 | $2,691 | 0.7% |
| PPG | June 30, 2026 | 25 | $2,672 | -6.4% |
| INSM | March 31, 2026 | 15 | $2,611 | -23.3% |
| SEIC | June 30, 2026 | 33 | $2,590 | 24.3% |
| HIG | June 30, 2026 | 19 | $2,569 | 4.0% |
| MDLZ | June 30, 2026 | 44 | $2,536 | 10.9% |
| AL | June 30, 2026 | 39 | $2,533 | No longer tracked |
| TSN | June 30, 2026 | 39 | $2,499 | 0.9% |
| VTIP | June 30, 2026 | 50 | $2,498 | |
| DYNF | June 30, 2026 | 42 | $2,444 | No longer tracked |
| HLI | June 30, 2026 | 17 | $2,442 | -2.7% |
| APH | March 31, 2026 | 18 | $2,433 | 23.4% |
| RS | June 30, 2026 | 8 | $2,431 | 3.8% |
| HWC | June 30, 2026 | 37 | $2,353 | 1.8% |
| SSNC | June 30, 2026 | 34 | $2,297 | 32.5% |
| OKE | March 31, 2026 | 31 | $2,279 | 4.8% |
| ROKU | March 31, 2026 | 20 | $2,170 | 66.5% |
| FAST | March 31, 2026 | 53 | $2,127 | 9.8% |
| LPLA | June 30, 2026 | 7 | $2,106 | 27.3% |
| WM | June 30, 2026 | 9 | $2,068 | 0.5% |
| HSIC | June 30, 2026 | 28 | $2,064 | 5.8% |
| FND | June 30, 2026 | 40 | $2,032 | -7.8% |
| CTAS | June 30, 2026 | 12 | $2,030 | 19.2% |
| DXCM | June 30, 2026 | 32 | $2,010 | 32.8% |
| VGIT | March 31, 2026 | 33 | $1,978 | |
| BRKR | June 30, 2026 | 54 | $1,950 | -2.1% |
| SU | March 31, 2026 | 41 | $1,819 | 3.2% |
| SBAC | March 31, 2026 | 9 | $1,741 | 6.2% |
| AWI | March 31, 2026 | 9 | $1,720 | 8.2% |
| LULU | June 30, 2026 | 11 | $1,684 | 3.1% |
| SOUN | March 31, 2026 | 163 | $1,625 | 3.7% |
| FLOT | Dec. 31, 2025 | 17 | $1,617 | No longer tracked |
| DOW | March 31, 2026 | 68 | $1,590 | -21.1% |
| GRMN | March 31, 2026 | 7 | $1,420 | 26.7% |
| TOST | March 31, 2026 | 40 | $1,420 | 34.4% |
| RCL | March 31, 2026 | 5 | $1,395 | 6.3% |
| VMBS | March 31, 2026 | 29 | $1,365 | |
| HYLB | March 31, 2026 | 36 | $1,326 | No longer tracked |
| PYPL | June 30, 2026 | 29 | $1,312 | 44.1% |
| ELF | March 31, 2026 | 17 | $1,293 | 65.0% |
| UAE | Dec. 31, 2025 | 14 | $1,260 | |
| SMCI | March 31, 2026 | 39 | $1,142 | 63.5% |
| AU | March 31, 2026 | 13 | $1,109 | 23.9% |
| SYY | March 31, 2026 | 15 | $1,105 | 17.9% |
| CDW | March 31, 2026 | 8 | $1,090 | 9.9% |
| THRO | June 30, 2026 | 28 | $1,014 | No longer tracked |
| QSR | March 31, 2026 | 14 | $955 | 7.3% |
| FTRE | March 31, 2026 | 54 | $932 | 90.7% |
| NOK | March 31, 2026 | 140 | $906 | 27.2% |
| ZS | March 31, 2026 | 4 | $900 | 23.3% |
| MARA | March 31, 2026 | 100 | $898 | 49.7% |
| WAT | June 30, 2026 | 3 | $893 | 6.1% |
| BLD | March 31, 2026 | 2 | $834 | No longer tracked |
| URI | March 31, 2026 | 1 | $809 | 51.9% |
| MUSA | March 31, 2026 | 2 | $807 | 15.9% |
| SOPH | March 31, 2026 | 170 | $794 | 67.7% |
| TWST | March 31, 2026 | 25 | $793 | 188.1% |
| BINC | June 30, 2026 | 14 | $727 | No longer tracked |
| MTUM | June 30, 2026 | 3 | $720 | No longer tracked |
| ALAB | March 31, 2026 | 4 | $665 | 164.3% |
| TIP | March 31, 2026 | 6 | $659 | No longer tracked |
| VOD | March 31, 2026 | 48 | $634 | 6.0% |
| APLS | March 31, 2026 | 24 | $603 | No longer tracked |
| SLVM | March 31, 2026 | 12 | $576 | -12.6% |
| EMB | Dec. 31, 2025 | 6 | $571 | |
| MEDP | March 31, 2026 | 1 | $562 | 26.9% |
| RKLB | March 31, 2026 | 8 | $558 | 14.5% |
| BITO | March 31, 2026 | 45 | $547 | No longer tracked |
| MOH | March 31, 2026 | 3 | $521 | 48.7% |
| PSA | March 31, 2026 | 2 | $519 | 19.0% |
| AJG | March 31, 2026 | 2 | $518 | 20.0% |
| CMG | March 31, 2026 | 14 | $518 | 12.1% |
| PGX | March 31, 2026 | 46 | $517 | No longer tracked |
| ASTS | March 31, 2026 | 7 | $508 | -17.8% |
| BAI | June 30, 2026 | 15 | $494 | No longer tracked |
| SNPS | March 31, 2026 | 1 | $470 | 0.4% |
| WFRD | March 31, 2026 | 6 | $470 | -2.8% |
| CNM | March 31, 2026 | 9 | $468 | -9.6% |
| PACB | March 31, 2026 | 250 | $468 | -5.7% |
| DNA | March 31, 2026 | 55 | $457 | 12.9% |
| LVS | March 31, 2026 | 7 | $456 | -13.9% |
| CHDN | March 31, 2026 | 4 | $455 | 3.0% |
| PCY | March 31, 2026 | 21 | $455 | No longer tracked |
| SOC | March 31, 2026 | 50 | $451 | -67.5% |
| VOOG | March 31, 2026 | 1 | $445 | No longer tracked |
| ANGL | March 31, 2026 | 15 | $440 | -0.4% |
| VIK | March 31, 2026 | 6 | $428 | 25.0% |
| CVNA | March 31, 2026 | 1 | $422 | -77.4% |
| RYAN | March 31, 2026 | 8 | $413 | 26.6% |
| DDOG | March 31, 2026 | 3 | $408 | 94.7% |
| CCC | March 31, 2026 | 50 | $398 | 23.3% |
| FTAI | March 31, 2026 | 2 | $394 | -16.5% |
| MRKR | March 31, 2026 | 250 | $373 | -1.5% |
| SUI | March 31, 2026 | 3 | $372 | -2.7% |
| BROS | March 31, 2026 | 6 | $367 | -2.9% |
| UDR | March 31, 2026 | 10 | $367 | 11.7% |
| PEGA | March 31, 2026 | 6 | $358 | -22.0% |
| SGI | March 31, 2026 | 4 | $357 | -12.4% |
| VKTX | March 31, 2026 | 10 | $352 | 7.0% |
| SMMT | March 31, 2026 | 20 | $350 | -30.9% |
| BAH | March 31, 2026 | 4 | $337 | -1.6% |
| EQT | March 31, 2026 | 6 | $322 | -15.4% |
| LAB | March 31, 2026 | 250 | $320 | -31.5% |
| MSTR | March 31, 2026 | 2 | $304 | -3.5% |
| KRMN | March 31, 2026 | 4 | $293 | -30.9% |
| SEE | March 31, 2026 | 7 | $290 | No longer tracked |
| WMS | March 31, 2026 | 2 | $290 | 4.4% |
| CGNX | March 31, 2026 | 8 | $288 | 22.6% |
| BKSY | March 31, 2026 | 15 | $281 | 9.3% |
| DGRO | June 30, 2026 | 4 | $281 | No longer tracked |
| BILL | March 31, 2026 | 5 | $273 | 23.7% |
| XPO | March 31, 2026 | 2 | $272 | 3.2% |
| NCLH | March 31, 2026 | 12 | $268 | -7.9% |
| PSTG | March 31, 2026 | 4 | $268 | No longer tracked |
| CAR | March 31, 2026 | 2 | $257 | -0.2% |
| LAMR | March 31, 2026 | 2 | $253 | 19.6% |
| HEIA | March 31, 2026 | 1 | $252 | No longer tracked |
| NBIS | March 31, 2026 | 3 | $251 | 120.1% |
| ZBRA | March 31, 2026 | 1 | $243 | 72.1% |
| SOLV | March 31, 2026 | 3 | $238 | 35.5% |
| WING | March 31, 2026 | 1 | $238 | -26.3% |
| TTEK | March 31, 2026 | 7 | $235 | 21.9% |
| NTRA | March 31, 2026 | 1 | $229 | 62.6% |
| ESTC | March 31, 2026 | 3 | $226 | 68.5% |
| CCO | March 31, 2026 | 100 | $221 | 0.6% |
| QSI | March 31, 2026 | 200 | $220 | 8.2% |
| PCOR | March 31, 2026 | 3 | $218 | 9.2% |
| WDAY | March 31, 2026 | 1 | $215 | 50.4% |
| NTAP | March 31, 2026 | 2 | $214 | 88.5% |
| NCNO | March 31, 2026 | 8 | $205 | 34.2% |
| CDLX | March 31, 2026 | 175 | $201 | 305.4% |
| GWRE | March 31, 2026 | 1 | $201 | 21.3% |
| DBX | March 31, 2026 | 7 | $195 | 48.1% |
| BSY | March 31, 2026 | 5 | $191 | 2.3% |
| SPG | March 31, 2026 | 1 | $185 | 17.8% |
| RH | March 31, 2026 | 1 | $179 | 11.7% |
| WSM | March 31, 2026 | 1 | $179 | 29.7% |
| ALGT | Dec. 31, 2025 | 1 | $177 | -5.3% |
| PTC | March 31, 2026 | 1 | $174 | 7.2% |
| IRM | March 31, 2026 | 2 | $166 | 22.2% |
| LOPE | March 31, 2026 | 1 | $166 | -14.5% |
| TEAM | March 31, 2026 | 1 | $162 | 149.5% |
| ALLE | March 31, 2026 | 1 | $159 | 11.4% |
| STIM | March 31, 2026 | 100 | $138 | 113.1% |
| QBTS | Dec. 31, 2025 | 4 | $99 | No longer tracked |
| PTIX | June 30, 2026 | 17 | $12 | No longer tracked |