FIRST FOUNDATION ADVISORS
CIK 1086763 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $369.4M
- Posisi
- 354
- Per tanggal
- 30 Juni 2026
#4.568 dari 9.443 berdasarkan nilai 13F · top 48.4%
Nilai portofolio QoQ: +13.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 31,57%
- Bobot 25 kepemilikan teratas
- 50,52%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 52,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,54% Perkiraan pembelian $32.867.808 · penjualan $19.293.951
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 80,8% masih dipegang
- Posisi baru
- 30
- Meningkat
- 94
- Menurun
- 110
- Tertutup
- 10
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
8,2%
Communication Services
6,3%
Industrials
4,7%
Financials
4,5%
Health Care
4,2%
Retail
2,8%
Financial Services
2,5%
Real Estate
1,8%
Utilities
1,3%
Energy
0,9%
Consumer Discretionary
0,8%
Consumer Staples
0,4%
Materials
0,3%
Consumer products
0,1%
Telecommunication
0,1%
Communications
0,1%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
60,7%
Portofolio lengkap 354 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $33.864.057 | 9,17% | 45.219 | $4.477.446 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $16.861.968 | 4,57% | 47.723 | $2.922.580 | Turun ×3 | ||
| FSUN FirstSun Capital Bancorp - Common Stock | $11.256.861 | 3,05% | 290.275 | Naik ×1 | |||
| JEPI | $9.413.126 | 2,55% | 166.663 | $-304.093 | Turun ×1 | ||
| GSLC | $8.482.752 | 2,30% | 59.784 | $517.352 | Turun ×1 | ||
| IEFA | $8.410.959 | 2,28% | 87.088 | $1.127.730 | Naik ×2 | ||
| GSIE | $7.812.095 | 2,12% | 170.943 | $417.974 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7.387.288 | 2,00% | 19.804 | $-21.294 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6.980.025 | 1,89% | 29.286 | $847.723 | Turun ×6 | ||
| IWF | $6.132.260 | 1,66% | 49.386 | $460.287 | Naik ×1 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $5.788.145 | 1,57% | 103.786 | $1.241.878 | Naik ×2 | ||
| IEMG | $5.588.635 | 1,51% | 67.463 | $1.207.219 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $5.466.010 | 1,48% | 18.890 | $799.066 | Naik ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $5.297.250 | 1,43% | 17.500 | $2.926.175 | |||
| MOAT | $5.210.267 | 1,41% | 50.118 | $246.946 | Turun ×4 | ||
| IWR | $5.135.506 | 1,39% | 46.551 | $960.547 | Naik ×2 | ||
| GSSC | $4.815.516 | 1,30% | 52.767 | $932.262 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4.771.077 | 1,29% | 6.599 | $2.496.806 | Turun ×6 | ||
| AGG | $4.354.328 | 1,18% | 43.992 | $-76.092 | Turun ×1 | ||
| IWM | $4.313.861 | 1,17% | 14.358 | $1.033.565 | Naik ×4 | ||
| XYLD | $4.291.475 | 1,16% | 105.209 | $167.447 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.966.584 | 1,07% | 19.824 | $686.643 | Naik ×1 | ||
| IWP | $3.874.741 | 1,05% | 26.465 | $496.217 | Naik ×2 | ||
| BRKA | $3.744.250 | 1,01% | 5 | $153.550 | |||
| SCHX | $3.387.658 | 0,92% | 115.109 | $436.263 | |||
| JPM JP Morgan Chase & Co. Common Stock | $3.347.535 | 0,91% | 10.227 | $340.105 | Naik ×1 | ||
| APH Amphenol Corporation Common Stock | $3.288.544 | 0,89% | 18.651 | $861.613 | Turun ×3 | ||
| GEM | $3.099.824 | 0,84% | 59.612 | $425.398 | Turun ×1 | ||
| IVW | $3.035.287 | 0,82% | 22.070 | $508.410 | Turun ×1 | ||
| CMF | $2.801.419 | 0,76% | 48.602 | $-63.643 | Turun ×1 | ||
| QDF | $2.753.171 | 0,75% | 30.618 | $331.593 | |||
| O Realty Income Corporation Common Stock | $2.722.970 | 0,74% | 43.947 | $17.446 | Turun ×1 | ||
| JYNT The Joint Corp. - Common Stock | $2.672.816 | 0,72% | 304.421 | $-21.310 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.655.259 | 0,72% | 7.430 | $-134.073 | Turun ×3 | ||
| BIP Brookfield Infrastructure Partners LP Limited Partnership Units | $2.532.479 | 0,69% | 69.402 | $25.679 | |||
| BRKB | $2.529.471 | 0,68% | 5.055 | $107.115 | |||
| IWO | $2.418.914 | 0,65% | 6.140 | $512.832 | Naik ×5 | ||
| JPRE | $2.347.422 | 0,64% | 44.987 | $-191.635 | Turun ×4 | ||
| EFV | $2.265.574 | 0,61% | 29.596 | $95.595 | Naik ×6 | ||
| IVE | $2.158.886 | 0,58% | 9.508 | $123.189 | Turun ×1 | ||
| JPST | $2.126.671 | 0,58% | 42.054 | $-90.907 | Turun ×6 | ||
| COR Cencora, Inc. Common Stock | $2.087.543 | 0,57% | 7.377 | $-415.210 | Turun ×6 | ||
| EFG | $2.043.350 | 0,55% | 16.423 | $243.277 | Naik ×3 | ||
| XCEM | $2.042.543 | 0,55% | 38.626 | $466.216 | |||
| UHALB | $2.024.635 | 0,55% | 35.089 | $812.917 | Naik ×1 | ||
| PCQ PIMCO California Municipal Income Fund Common Stock | $2.009.217 | 0,54% | 223.993 | $1.962.284 | Naik ×1 | ||
| IWS | $2.005.322 | 0,54% | 12.183 | $207.328 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1.955.320 | 0,53% | 27.097 | $-55.771 | Turun ×2 | ||
| IWN | $1.913.159 | 0,52% | 8.649 | $285.908 | Naik ×5 | ||
| SLV | $1.909.093 | 0,52% | 35.704 | $-342.661 | Naik ×3 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $1.903.044 | 0,52% | 3.052 | $-454.281 | Naik ×2 | ||
| CMDY | $1.891.793 | 0,51% | 34.253 | $540.701 | Naik ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1.878.240 | 0,51% | 78.000 | $-317.616 | Turun ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.876.181 | 0,51% | 3.653 | $-60.002 | Turun ×6 | ||
| IAU | $1.790.946 | 0,48% | 23.718 | $-301.532 | Turun ×1 | ||
| FWONA Liberty Media Corporation - Series A Liberty Formula One Common Stock | $1.787.042 | 0,48% | 20.414 | $100.592 | Turun ×1 | ||
| SHYD | $1.745.988 | 0,47% | 76.244 | $35.543 | Naik ×2 | ||
| QUAL | $1.645.286 | 0,45% | 7.498 | $212.082 | Naik ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.623.860 | 0,44% | 17.599 | $-119.093 | Turun ×6 | ||
| SBUX Starbucks Corporation - Common Stock | $1.601.643 | 0,43% | 15.673 | $254.543 | Naik ×2 | ||
| DJP | $1.558.611 | 0,42% | 35.658 | $-78.679 | Naik ×2 | ||
| RSP | $1.544.923 | 0,42% | 7.261 | $60.230 | Turun ×1 | ||
| BUR Burford Capital Limited Ordinary Shares | $1.488.829 | 0,40% | 363.129 | $-152.514 | |||
| NYF | $1.458.939 | 0,39% | 27.065 | $21.246 | |||
| ITOT | $1.451.818 | 0,39% | 8.838 | $132.346 | Turun ×2 | ||
| PECO Phillips Edison & Company, Inc. - Common Stock | $1.435.599 | 0,39% | 34.493 | $144.871 | |||
| TCHP | $1.392.903 | 0,38% | 27.808 | $-135.239 | Turun ×6 | ||
| GAL | $1.365.967 | 0,37% | 25.851 | $173.908 | Naik ×2 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $1.205.723 | 0,33% | 28.310 | $28.613 | Turun ×6 | ||
| PSI | $1.196.789 | 0,32% | 6.372 | $552.929 | Turun ×1 | ||
| GLD | $1.196.130 | 0,32% | 3.247 | $1.163.858 | Naik ×1 | ||
| LQD | $1.184.500 | 0,32% | 10.860 | $-9.594 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.183.491 | 0,32% | 3.133 | $319.030 | Naik ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $1.153.175 | 0,31% | 11.455 | $-1.258.639 | Turun ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.149.699 | 0,31% | 13.099 | $-88.299 | Turun ×6 | ||
| CSRE | $1.139.485 | 0,31% | 40.151 | $711.909 | Naik ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1.048.908 | 0,28% | 3.519 | $367.865 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.039.397 | 0,28% | 1.362 | $506.878 | Turun ×1 | ||
| TOTL | $1.027.641 | 0,28% | 26.036 | $-6.769 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1.017.302 | 0,28% | 1.806 | $47.542 | Naik ×2 | ||
| EFA | $1.009.402 | 0,27% | 9.717 | $65.590 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $974.650 | 0,26% | 1.010 | $580.931 | Naik ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $936.201 | 0,25% | 4.246 | $-201.487 | Turun ×4 | ||
| XLI XLI | $926.784 | 0,25% | 5.003 | $172.136 | Naik ×1 | ||
| WDC Western Digital Corporation - Common Stock | $898.679 | 0,24% | 1.407 | $496.731 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $892.358 | 0,24% | 2.147 | $294.084 | Turun ×1 | ||
| REM | $881.076 | 0,24% | 39.958 | $-30.927 | Turun ×1 | ||
| MTUM | $876.668 | 0,24% | 2.557 | $322.531 | Naik ×2 | ||
| ITA ITA | $873.265 | 0,24% | 3.602 | $151.126 | Naik ×3 | ||
| SCHD | $863.390 | 0,23% | 27.228 | $419.807 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $849.491 | 0,23% | 427 | $285.497 | |||
| PWZ | $827.874 | 0,22% | 33.777 | $14.814 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $802.273 | 0,22% | 5.868 | $-194.310 | Turun ×6 | ||
| V Visa Inc. | $776.756 | 0,21% | 2.264 | $118.780 | Naik ×1 | ||
| LRGF | $769.611 | 0,21% | 10.176 | $97.995 | |||
| MUB | $762.811 | 0,21% | 7.088 | $10.420 | |||
| DGRO | $741.681 | 0,20% | 9.786 | $-16.333 | Turun ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $741.368 | 0,20% | 8.040 | $-5.546 | Turun ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $721.801 | 0,20% | 6.009 | $27.992 | Naik ×2 | ||
| LIN Linde plc - Ordinary Shares | $719.251 | 0,19% | 1.386 | $24.691 | Turun ×6 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IWM | $4.313.861 | 1,17% | naik ×4 |
| IWO | $2.418.914 | 0,65% | naik ×5 |
| EFV | $2.265.574 | 0,61% | naik ×6 |
| EFG | $2.043.350 | 0,55% | naik ×3 |
| IWN | $1.913.159 | 0,52% | naik ×5 |
| SLV | $1.909.093 | 0,52% | naik ×3 |
| ITA | $873.265 | 0,24% | naik ×3 |
| INFL | $652.879 | 0,18% | naik ×4 |
| AMLP | $352.600 | 0,10% | naik ×3 |
| SPHD | $287.051 | 0,08% | naik ×5 |
| GE | $235.076 | 0,06% | naik ×3 |
| MCD | $118.125 | 0,03% | naik ×3 |
| NFLX | $100.674 | 0,03% | naik ×3 |
| KO | $78.832 | 0,02% | naik ×5 |
| ISRG | $72.378 | 0,02% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FSUN | $11.256.861 | 290.275 | 3,05% |
| RYN | $667.873 | 31.385 | 0,18% |
| OAKM | $541.991 | 19.240 | 0,15% |
| VGT | $360.546 | 3.017 | 0,10% |
| SMH | $340.407 | 519 | 0,09% |
| IONQ | $267.632 | 5.025 | 0,07% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $252.873 | 1.480 | 0,07% |
| RSPT | $252.364 | 3.913 | 0,07% |
| SPSM | $248.699 | 4.312 | 0,07% |
| IRM | $244.410 | 1.935 | 0,07% |
| GQGU | $243.434 | 9.584 | 0,07% |
| VTV | $228.706 | 1.049 | 0,06% |
| SYY | $224.162 | 2.682 | 0,06% |
| NAUG | $216.374 | 6.830 | 0,06% |
| FNDX | $209.054 | 6.722 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +231 | +$4.5M |
| BE | Hanya pergerakan harga | +0 | +$2.9M |
| GOOG | Dipangkas | -870 | +$2.9M |
| AMAT | Dipangkas | -55 | +$2.5M |
| JAAA | Dipangkas | -30K | -$1.5M |
| SGOV | Dipangkas | -13K | -$1.3M |
| PRFZ | Beli lebih banyak | +5K | +$1.2M |
| IEMG | Beli lebih banyak | +5K | +$1.2M |
| IEFA | Beli lebih banyak | +7K | +$1.1M |
| IWM | Beli lebih banyak | +1K | +$1.0M |
3 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| MOTE | 30 Sep. 2025 | 182.377 | $5.054.487 | Tidak lagi dilacak |
| NVO | 30 Sep. 2025 | 40.315 | $2.782.541 | -15,4% |
| AB | 31 Des. 2025 | 24.500 | $936.390 | -5,5% |
| NXRT | 31 Maret 2025 | 16.221 | $677.227 | -39,7% |
| WBS | 30 Sep. 2025 | 12.403 | $677.204 | 31,1% |
| NRP | 30 Juni 2026 | 5.296 | $640.816 | 7,7% |
| VIOO | 30 Sep. 2025 | 5.902 | $597.459 | Tidak lagi dilacak |
| DAL | 31 Maret 2026 | 7.950 | $551.730 | 27,9% |
| GUNR | 31 Maret 2025 | 13.880 | $504.677 | Tidak lagi dilacak |
| SNPS | 31 Maret 2025 | 960 | $465.946 | -6,0% |
| AMT | 31 Des. 2025 | 2.263 | $435.220 | -0,5% |
| IR | 30 Sep. 2025 | 5.107 | $424.800 | -1,5% |
| HYG | 30 Sep. 2025 | 4.743 | $382.523 | Tidak lagi dilacak |
| XLE | 30 Juni 2026 | 6.237 | $382.061 | Tidak lagi dilacak |
| RLI | 30 Sep. 2025 | 4.910 | $354.600 | -0,2% |
| TACK | 31 Maret 2026 | 10.729 | $321.538 | Tidak lagi dilacak |
| NXDT | 31 Maret 2025 | 51.988 | $317.127 | 37,2% |
| MDY | 31 Maret 2025 | 545 | $310.421 | Tidak lagi dilacak |
| LBTYA | 30 Juni 2025 | 26.850 | $309.044 | 6,3% |
| JOET | 31 Maret 2026 | 7.047 | $295.981 | Tidak lagi dilacak |
| XEL | 31 Maret 2026 | 4.000 | $295.440 | 0,2% |
| HON | 30 Juni 2026 | 1.268 | $286.606 | 0,8% |
| OKE | 31 Des. 2025 | 3.651 | $266.427 | 32,3% |
| BMY | 30 Juni 2025 | 4.227 | $257.791 | 46,9% |
| XYZ | 31 Maret 2025 | 3.010 | $255.820 | 48,3% |
| APPF | 31 Maret 2026 | 1.098 | $255.450 | 33,8% |
| BINC | 31 Des. 2025 | 4.790 | $255.020 | Tidak lagi dilacak |
| SHEL | 30 Juni 2025 | 3.471 | $254.370 | 32,7% |
| GM | 31 Maret 2026 | 3.002 | $244.126 | 14,8% |
| ICE | 30 Juni 2025 | 1.411 | $243.398 | -13,5% |
| ENB | 30 Juni 2025 | 5.429 | $240.559 | 12,6% |
| SYY | 31 Maret 2026 | 3.235 | $238.387 | 15,3% |
| IUSB | 31 Maret 2026 | 5.070 | $235.958 | |
| NREF | 31 Maret 2025 | 15.012 | $235.538 | 12,5% |
| XLE | 30 Juni 2025 | 2.509 | $234.466 | Tidak lagi dilacak |
| RSPT | 31 Des. 2025 | 5.239 | $233.538 | Tidak lagi dilacak |
| BP | 30 Juni 2026 | 4.956 | $232.936 | 19,2% |
| BSX | 31 Des. 2025 | 2.383 | $232.652 | -45,9% |
| ETN | 31 Maret 2025 | 699 | $231.977 | 53,9% |
| INTC | 30 Juni 2025 | 10.114 | $229.698 | 311,4% |
| ARKB | 31 Des. 2025 | 6.030 | $229.261 | Tidak lagi dilacak |
| NKE | 30 Juni 2025 | 3.610 | $229.163 | -42,4% |
| TSM | 31 Maret 2025 | 1.148 | $226.719 | 146,2% |
| CARR | 31 Des. 2025 | 3.781 | $225.726 | 16,5% |
| LRCX | 30 Juni 2025 | 3.103 | $225.556 | 224,1% |
| IONQ | 31 Maret 2026 | 5.025 | $225.472 | 46,7% |
| VOE | 30 Juni 2025 | 1.400 | $224.756 | Tidak lagi dilacak |
| DFS | 30 Juni 2025 | 1.250 | $213.375 | Tidak lagi dilacak |
| CTO | 30 Sep. 2025 | 12.000 | $207.120 | 34,7% |
| GD | 31 Maret 2025 | 781 | $205.786 | 45,1% |
| VB | 31 Des. 2025 | 809 | $205.713 | Tidak lagi dilacak |
| U | 31 Maret 2026 | 4.578 | $202.210 | 113,5% |
| NAUG | 31 Maret 2026 | 6.830 | $201.963 | Tidak lagi dilacak |
| FNDA | 31 Maret 2025 | 6.791 | $201.693 | Tidak lagi dilacak |
| XLP | 31 Des. 2025 | 2.561 | $200.706 | Tidak lagi dilacak |
| DUK | 31 Des. 2025 | 1.617 | $200.104 | 6,4% |
| ADI | 30 Sep. 2025 | 840 | $199.865 | 52,5% |
| KEYS | 30 Juni 2025 | 1.314 | $196.798 | 98,1% |
| VB | 31 Maret 2025 | 809 | $194.387 | Tidak lagi dilacak |
| PAGP | 31 Des. 2025 | 10.000 | $182.400 | 35,6% |
| SPG | 31 Des. 2025 | 960 | $180.163 | 20,3% |
| ESGD | 30 Sep. 2025 | 2.008 | $179.154 | |
| IYF | 31 Maret 2026 | 1.230 | $158.584 | Tidak lagi dilacak |
| OCSL | 31 Des. 2025 | 10.559 | $137.795 | 3,0% |
| FRA | 30 Juni 2025 | 10.599 | $136.939 | -17,0% |
| ELV | 31 Maret 2026 | 381 | $133.560 | 36,8% |
| NOV | 30 Sep. 2025 | 10.658 | $132.479 | 58,2% |
| VCV | 31 Maret 2025 | 10.446 | $114.279 | -0,1% |
| BBN | 31 Maret 2025 | 6.992 | $112.711 | -4,9% |
| PFLT | 31 Des. 2025 | 12.393 | $110.174 | -20,2% |
| ESGE | 30 Sep. 2025 | 2.797 | $109.558 | |
| NMZ | 30 Juni 2025 | 10.000 | $109.100 | -1,6% |
| BFZ | 31 Maret 2026 | 10.126 | $108.750 | Tidak lagi dilacak |
| MTTR | 31 Maret 2025 | 20.876 | $98.952 | Tidak lagi dilacak |
| SCHA | 31 Maret 2025 | 3.783 | $97.828 | Tidak lagi dilacak |
| ADP | 31 Maret 2026 | 377 | $96.976 | 36,2% |
| REET | 30 Sep. 2025 | 3.861 | $95.367 | Tidak lagi dilacak |
| BX | 31 Maret 2026 | 545 | $84.006 | 26,2% |
| PAYC | 30 Juni 2026 | 539 | $65.510 | 76,3% |
| LULU | 30 Sep. 2025 | 275 | $65.335 | -32,6% |
| NVG | 30 Juni 2025 | 5.000 | $61.900 | 4,3% |
| NEA | 30 Juni 2025 | 5.000 | $56.000 | 4,0% |
| MDLZ | 31 Maret 2026 | 901 | $48.501 | 10,8% |
| VO | 30 Sep. 2025 | 150 | $41.975 | Tidak lagi dilacak |
| CPRT | 30 Juni 2026 | 1.206 | $40.039 | 18,3% |
| FISV | 30 Juni 2025 | 170 | $37.541 | -69,4% |
| CTVA | 30 Juni 2025 | 468 | $29.451 | 6,0% |
| PNC | 31 Des. 2025 | 140 | $28.130 | 21,6% |
| KNSL | 30 Juni 2026 | 73 | $24.941 | 15,7% |
| VBR | 30 Juni 2025 | 130 | $24.218 | Tidak lagi dilacak |
| CCO | 30 Juni 2026 | 10.000 | $23.700 | -2,5% |
| BIIB | 31 Maret 2025 | 150 | $22.938 | 59,8% |
| DD | 30 Juni 2026 | 468 | $21.434 | 2,8% |
| SONY | 31 Maret 2026 | 820 | $20.992 | 14,3% |
| ZTS | 31 Maret 2026 | 140 | $17.615 | -34,9% |
| XLY | 30 Sep. 2025 | 27 | $5.868 | Tidak lagi dilacak |
| NKE | 30 Juni 2026 | 100 | $5.282 | -0,2% |
| OTIS | 30 Juni 2025 | 50 | $5.160 | -27,3% |
| PKG | 30 Juni 2025 | 25 | $4.951 | 34,9% |
| COP | 30 Juni 2025 | 43 | $4.516 | 46,2% |
| LENB | 31 Maret 2026 | 44 | $4.185 | Tidak lagi dilacak |
| CMCT | 31 Maret 2025 | 17.663 | $3.974 | -17,6% |
| CNI | 30 Sep. 2025 | 14 | $1.457 | 36,2% |
| RTO | 30 Juni 2025 | 59 | $1.351 | -1,3% |