क्षेत्रवार विवरण

04
Financials 26.4%
Technology 5.0%
Communication Services 2.7%
Industrials 2.4%
Utilities 2.1%
Retail 2.0%
Healthcare 1.6%
Consumer Staples 1.0%
Energy 0.5%
अन्य/अनमैप्ड 56.3%

पूर्ण पोर्टफोलियो 86 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $14083688 15.53% 29390 $-353425 ऊपर ×1
RSP Invesco Exchange-Traded Fund Trust $5724719 6.31% 29829 $431438 ऊपर ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $4995260 5.51% 65263 $-12260 ऊपर ×1
SPY SPY $3242493 3.57% 4986 $-114084 ऊपर ×1
COF Capital One Financial Corporation Common Stock $3136902 3.46% 17195 $-1047671 नीचे ×1
IUSG iShares Core S&P U.S. Growth ETF $2674214 2.95% 17241 $-245844 नीचे ×1
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $2611391 2.88% 5638 $-95728 ऊपर ×1
IJH iShares Trust $2584115 2.85% 38266 $107027 ऊपर ×1
NOBL ProShares Trust $2525335 2.78% 23822 $194840 ऊपर ×1
AAPL Apple Inc. - Common Stock $2487565 2.74% 9802 $-98992 ऊपर ×1
IWM iShares Trust $2182018 2.41% 8798 $17696 ऊपर ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $1921573 2.12% 33902 $-128302 नीचे ×1
AMZN Amazon.com, Inc. - Common Stock $1839649 2.03% 8833 $7400 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $1782562 1.97% 6214 $-275186 नीचे ×1
DVY iShares Select Dividend ETF $1632287 1.80% 10781 $152535 ऊपर ×1
SDY SPDR SERIES TRUST $1626829 1.79% 11147 $75715 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $1459073 1.61% 4960 $-137800 ऊपर ×1
REGL ProShares Trust $1432959 1.58% 16583 $38345 ऊपर ×1
DGRO iShares Trust $1426256 1.57% 20323 $33094 ऊपर ×1
IJR iShares Trust $1324056 1.46% 10651 $41433 नीचे ×1
AEP American Electric Power Company, Inc. - Common Stock $1276858 1.41% 9741 $154286 ऊपर ×1
IUSV iShares Core S&P U.S. Value ETF $1265441 1.40% 12376 $44599 ऊपर ×1
SOFI SoFi Technologies, Inc. - Common Stock $1246818 1.37% 78515 $353295 ऊपर ×1
IDU iShares Trust $1076060 1.19% 9268 $17397 नीचे ×1
ITW Illinois Tool Works Inc. Common Stock $924995 1.02% 3554 $50319 ऊपर ×1
OPRA Opera Limited - American Depositary Shares $866638 0.96% 60774 $432071 ऊपर ×1
VYM VANGUARD WHITEHALL FUNDS $804183 0.89% 5430 $24869
C Citigroup, Inc. Common Stock $758342 0.84% 6687 $-48624 नीचे ×1
XMAG Defiance Large Cap ex-Mag 7 ETF $729102 0.80% 32817 $136813 ऊपर ×1
BRK-A (के रूप में दायर BRKA) Berkshire Hathaway Inc. Class A $718140 0.79% 1 $-36660
JNJ Johnson & Johnson Common Stock $710271 0.78% 2906 $109391 ऊपर ×1
IMCG iShares Trust $641700 0.71% 8147 $-21715 नीचे ×1
MKL Markel Group Inc. Common Stock $639299 0.70% 334 $-89432 नीचे ×1
MSFT Microsoft Corporation - Common Stock $604703 0.67% 1634 $-184179 ऊपर ×1
IOO iShares Trust $603882 0.67% 4992 $-28455
GLD SPDR Gold Shares $583043 0.64% 1355 $-45108 नीचे ×1
ABBV AbbVie Inc. Common Stock $563310 0.62% 2590 $-27634 ऊपर ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $544454 0.60% 2616 $-431 ऊपर ×1
IWF iShares Trust $528276 0.58% 1239 $-57978
IWO iShares Trust $518080 0.57% 1651 $-15145
XLI SELECT SECTOR SPDR TRUST $459504 0.51% 2841 $18787
KO Coca-Cola Company (The) Common Stock $456243 0.50% 5999 $33340 नीचे ×1
IBDV iShares Trust $456218 0.50% 20841 $246156 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $451938 0.50% 2664 $108164 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $439433 0.48% 1528 $-15314 ऊपर ×1
AFL AFLAC Incorporated Common Stock $437889 0.48% 3991 $-1719 ऊपर ×1
AIVL WisdomTree Trust $435298 0.48% 3762 $2743
VO VANGUARD INDEX FUNDS $429334 0.47% 1495 $-4545
GE GE Aerospace Common Stock $397153 0.44% 1400 $-33454 ऊपर ×1
XLP XLP $393653 0.43% 4802 $-48092 नीचे ×1
VPU VANGUARD WORLD FUND $384392 0.42% 1940 $25414
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $384343 0.42% 623 $9044 ऊपर ×1
NU Nu Holdings Ltd. Class A Ordinary Shares $382170 0.42% 26595 $-63030
SYF Synchrony Financial Common Stock $373877 0.41% 5497 $-83505 ऊपर ×1
JOET Virtus ETF Trust II $367136 0.40% 9172 $-18068
PM Philip Morris International Inc Common Stock $353001 0.39% 2135 $10547
XLU XLU $347367 0.38% 7570 $25682 ऊपर ×1
PEG Public Service Enterprise Group Incorporated Common Stock $339444 0.37% 4193 $3436 ऊपर ×1
IJK iShares Trust $336958 0.37% 3349 $12628 ऊपर ×1
IBTH iShares Trust $333775 0.37% 14881 $105954 ऊपर ×1
GEV GE Vernova Inc. Common Stock $315578 0.35% 362 $79442 ऊपर ×1
PANW Palo Alto Networks, Inc. - Common Stock $308135 0.34% 1922 $-45897
VUG VANGUARD INDEX FUNDS $303433 0.33% 695 $-86618 नीचे ×1
FDX FedEx Corporation Common Stock $297795 0.33% 836 $56926 ऊपर ×1
XLE SELECT SECTOR SPDR TRUST $291323 0.32% 4756 $72421 नीचे ×1
IBTJ iShares Trust $289667 0.32% 13261 $-893 ऊपर ×1
IBTG iShares Trust $286328 0.32% 12495 ऊपर ×1
PPL PPL Corporation Common Stock $276791 0.31% 7246 $24457 ऊपर ×1
ADBE Adobe Inc. - Common Stock $273465 0.30% 1125 $-41526 ऊपर ×1
IBDU iShares Trust $273310 0.30% 11750 $33362 ऊपर ×1
DLN WisdomTree Trust $270068 0.30% 3023 $4885 ऊपर ×1
IYK iShares Trust $269966 0.30% 3855 $11989
SPYG SPDR SERIES TRUST $263701 0.29% 2693 $44731 ऊपर ×1
IBTK iShares Trust $258273 0.28% 13097 $48630 ऊपर ×1
ICSH iShares U.S. ETF Trust $253100 0.28% 5000 $200
IBTI iShares Trust $244846 0.27% 10988 ऊपर ×1
IBDR iShares Trust $240388 0.27% 9917 ऊपर ×1
IWN iShares Trust $238277 0.26% 1257 $10816 ऊपर ×1
VZ Verizon Communications Inc. Common Stock $220674 0.24% 4396 ऊपर ×1
HII Huntington Ingalls Industries, Inc. Common Stock $218443 0.24% 575 ऊपर ×1
XLF SELECT SECTOR SPDR TRUST $217113 0.24% 4398 $-23711 ऊपर ×1
LLY Eli Lilly and Company Common Stock $216498 0.24% 235 $-57957 नीचे ×1
IBDS iShares Trust $215485 0.24% 8890 $-3 ऊपर ×1
IWS iShares Trust $206951 0.23% 1420 $6660
SAN Banco Santander, S.A. Sponsored ADR (Spain) $128321 0.14% 11376 $-5119
ABEV Ambev S.A. American Depositary Shares (Each representing 1 Common Share) $78232 0.09% 26792 $14135 ऊपर ×1

सबसे बड़े नए दांव

09

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षामूल्यशेयर% पोर्टफोलियो का
IBTG $286328 12495 0.32%
IBTI $244846 10988 0.27%
IBDR $240388 9917 0.27%
VZ $220674 4396 0.24%
HII $218443 575 0.24%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
COF छंटनी की -71 -$1.0M
OPRA अधिक खरीदा +30K +$432K
RSP अधिक खरीदा +2K +$431K
BRK-B (के रूप में दायर BRKB) अधिक खरीदा +668 -$353K
SOFI अधिक खरीदा +44K +$353K
GOOG छंटनी की -344 -$275K
IBDV अधिक खरीदा +11K +$246K
IUSG छंटनी की -147 -$246K
NOBL अधिक खरीदा +1K +$195K
MSFT अधिक खरीदा +3 -$184K

बाहर निकली पोजीशन

11

कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं

बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।

सुरक्षाQuarterशेयर पहलेमूल्य पहलेनिकास के बाद से मूल्य
PYPL 31 मार्च 2026 9881 $576858 16.7%
IBIT 31 मार्च 2026 8339 $414031
ZS 31 मार्च 2026 1290 $290147 40.1%
PEP 31 मार्च 2026 1667 $239251 -18.9%
IWD 31 मार्च 2026 1002 $210711
ILCG 31 मार्च 2026 2000 $208080 23.5%