GREENWOOD CAPITAL ASSOCIATES LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1161822
Institutional-grade research for retail investors
13F Reported Value
ⓘ$907.6M
Holdings
286
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GREENWOOD CAPITAL ASSOCIATES LLC disclosed 286 positions worth $907.6M in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 50 new positions and exited 23 — including a new stake in $TMUS and a full exit from $ASML. The portfolio is most concentrated in Other (33.3% of disclosed assets). All figures are sourced directly from GREENWOOD CAPITAL ASSOCIATES LLC’s Form 13F-HR filing with the SEC under CIK 1161822.
AI Fund Analysis
DiversifyingISHARES TR
4.0% weight
Held 9 quarters
$AAPL3.9% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
3.0% weight
Held 9 quarters
$GOOG3.0% weight
Held 9 quarters
$MSFT2.9% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
ISHARES TR
7 quarters accumulating
ISHARES TR
7 quarters accumulating
VANGUARD SCOTTSDALE FDS
6 quarters accumulating
$NJR6 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$36.1M55,265 sh- 76.1#112
Quality
$35.8M141,056 sh J P MORGAN EXCHANGE TRADED F
—Quality
$27.7M382,874 sh- 80.2
Quality
$27.1M94,191 sh - 83.7
Quality
$26.4M71,237 sh - 74.6
Quality
$16.4M78,875 sh DIMENSIONAL ETF TRUST
—Quality
$15.6M460,529 shISHARES INC
—Quality
$15.1M191,795 sh- 64.5
Quality
$15.0M31,247 sh ISHARES TR
—Quality
$14.8M138,660 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $36.1M | 55,265 |
| Apple Inc.$AAPL | 76.1#112 | $35.8M | 141,056 |
| J P MORGAN EXCHANGE TRADED F | — | $27.7M | 382,874 |
| Alphabet Inc.$GOOG | 80.2 | $27.1M | 94,191 |
| MICROSOFT CORP$MSFT | 83.7 | $26.4M | 71,237 |
 AMAZON COM INC$AMZN | 74.6 | $16.4M | 78,875 |
| DIMENSIONAL ETF TRUST | — | $15.6M | 460,529 |
| ISHARES INC | — | $15.1M | 191,795 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $15.0M | 31,247 |
| ISHARES TR | — | $14.8M | 138,660 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GREENWOOD CAPITAL ASSOCIATES LLC's 286 positions.
Showing top 10 of 286 holdings.
Sector Allocation
Other
$302.1M
Technology
$201.0M
Healthcare
$79.8M
Financials
$76.8M
Consumer Discretionary
$62.2M
Industrials
$39.9M
Energy
$35.5M
Consumer Staples
$33.9M
Full Holdings — GREENWOOD CAPITAL ASSOCIATES LLC (Q1 2026)
All 286 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $36.1M | 4.0% | -7% | — |
| 2 | $AAPL | Apple Inc. | $35.8M | 3.9% | -4% | 76.1 |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $27.7M | 3.0% | +1% | — |
| 4 | $GOOG | Alphabet Inc. | $27.1M | 3.0% | -10% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $26.4M | 2.9% | +10% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $16.4M | 1.8% | -4% | 74.6 |
| 7 | — | DIMENSIONAL ETF TRUST | $15.6M | 1.7% | +18% | — |
| 8 | — | ISHARES INC | $15.1M | 1.7% | -0% | — |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $15.0M | 1.6% | -8% | 64.5 |
| 10 | — | ISHARES TR | $14.8M | 1.6% | +1% | — |
| 11 | — | ISHARES TR | $14.0M | 1.6% | +4% | — |
| 12 | — | ISHARES TR | $14.0M | 1.5% | +3% | — |
| 13 | — | ISHARES TR | $12.0M | 1.3% | +2% | — |
| 14 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.8M | 1.3% | +6% | 66.7 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $11.5M | 1.3% | -3% | 72.8 |
| 16 |  $LLY | ELI LILLY & Co | $11.0M | 1.2% | -3% | 89.3 |
| 17 |  $AMGN | AMGEN INC | $10.7M | 1.2% | +116% | 79.5 |
| 18 | — | J P MORGAN EXCHANGE TRADED F | $9.9M | 1.1% | +2% | — |
| 19 |  $AVGO | Broadcom Inc. | $9.9M | 1.1% | -11% | 86.4 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $9.8M | 1.1% | -13% | 35.6 |
| 21 |  $PANW | Palo Alto Networks Inc | $9.7M | 1.1% | +16% | 66.5 |
| 22 | — | VANGUARD SCOTTSDALE FDS | $9.7M | 1.1% | -3% | — |
| 23 |  $NEE | NEXTERA ENERGY INC | $9.5M | 1.1% | -3% | 71.7 |
| 24 |  $TXN | TEXAS INSTRUMENTS INC | $9.3M | 1.0% | -1% | 70.4 |
| 25 |  $XOM | EXXON MOBIL CORP | $9.1M | 1.0% | -19% | 61.8 |
| 26 | — | DIMENSIONAL ETF TRUST | $8.8M | 1.0% | +2% | — |
| 27 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $8.7M | 1.0% | -2% | 75.1 |
| 28 |  $NFLX | NETFLIX INC | $8.2M | 0.9% | +36% | 86.7 |
| 29 |  $DOW | DOW INC. | $8.0M | 0.9% | +465% | 38 |
| 30 | — | SPDR SERIES TRUST | $7.8M | 0.9% | +2% | — |
| 31 | — | VICTORY PORTFOLIOS II | $7.7M | 0.8% | +22% | — |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $7.6M | 0.8% | -13% | 72.3 |
| 33 |  $QCOM | QUALCOMM INC/DE | $7.6M | 0.8% | +111% | 81.9 |
| 34 |  $META | Meta Platforms, Inc. | $7.6M | 0.8% | -5% | 80.9 |
| 35 |  $MCD | MCDONALDS CORP | $7.5M | 0.8% | +12% | 73.9 |
| 36 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $7.4M | 0.8% | -0% | 63.7 |
| 37 | — | VANGUARD SCOTTSDALE FDS | $7.3M | 0.8% | +4% | — |
| 38 |  $TJX | TJX COMPANIES INC /DE/ | $7.2M | 0.8% | -3% | 70.7 |
| 39 |  $NKE | NIKE, Inc. | $7.0M | 0.8% | -2% | 53.4 |
| 40 |  $MS | MORGAN STANLEY | $6.9M | 0.8% | -25% | — |
| 41 | — | ISHARES TR | $6.7M | 0.7% | +4% | — |
| 42 |  $GE | GENERAL ELECTRIC CO | $6.7M | 0.7% | -1% | 74.8 |
| 43 |  $MSI | Motorola Solutions, Inc. | $6.5M | 0.7% | -2% | 73.8 |
| 44 |  $HD | HOME DEPOT, INC. | $6.5M | 0.7% | -14% | 69.2 |
| 45 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $6.4M | 0.7% | +7% | 69.4 |
| 46 |  $CME | CME GROUP INC. | $6.4M | 0.7% | -11% | 74.5 |
| 47 |  $KO | COCA COLA CO | $6.2M | 0.7% | +7% | 74 |
| 48 |  $ETN | Eaton Corp plc | $6.0M | 0.7% | -1% | — |
| 49 |  $WMT | Walmart Inc. | $6.0M | 0.7% | -23% | 63.2 |
| 50 |  $UNH | UNITEDHEALTH GROUP INC | $6.0M | 0.7% | +49% | 66.8 |
| 51 |  $MDT | Medtronic plc | $5.7M | 0.6% | -22% | — |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.5M | 0.6% | -3% | 68.4 |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $5.5M | 0.6% | +9% | — |
| 54 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $5.4M | 0.6% | -44% | — |
| 55 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $5.4M | 0.6% | -2% | 76.6 |
| 56 |  $J | JACOBS SOLUTIONS INC. | $5.3M | 0.6% | +41% | 47.7 |
| 57 |  $EL | ESTEE LAUDER COMPANIES INC | $5.3M | 0.6% | +49% | 52.5 |
| 58 | — | VANGUARD SCOTTSDALE FDS | $5.3M | 0.6% | +30% | — |
| 59 |  $DE | DEERE & CO | $5.1M | 0.6% | -23% | 57.4 |
| 60 |  $MRVL | Marvell Technology, Inc. | $5.1M | 0.6% | +47% | 77.3 |
| 61 |  $FANG | Diamondback Energy, Inc. | $5.0M | 0.6% | -13% | 81.4 |
| 62 |  $DVN | DEVON ENERGY CORP/DE | $5.0M | 0.6% | +12% | 70.2 |
| 63 |  $SPGI | S&P Global Inc. | $5.0M | 0.6% | +549% | 79.4 |
| 64 | — | ISHARES TR | $4.9M | 0.5% | -33% | — |
| 65 |  $TMUS | T-Mobile US, Inc. | $4.9M | 0.5% | NEW | 72.7 |
| 66 | — | EVERPURE INC | $4.8M | 0.5% | NEW | — |
| 67 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.8M | 0.5% | -1% | — |
| 68 | — | AMERICAN CENTY ETF TR | $4.7M | 0.5% | +12% | — |
| 69 | — | AMERICAN CENTY ETF TR | $4.7M | 0.5% | +16% | — |
| 70 |  $SLB | SLB LIMITED/NV | $4.6M | 0.5% | NEW | 63.2 |
| 71 | — | CAMBRIA ETF TR | $4.4M | 0.5% | +114% | — |
| 72 | — | CAPITAL GROUP DIVIDEND VALUE | $4.4M | 0.5% | +68% | — |
| 73 |  $CEG | Constellation Energy Corp | $4.3M | 0.5% | +2% | 62.5 |
| 74 |  $AMD | ADVANCED MICRO DEVICES INC | $4.3M | 0.5% | +8% | 78.8 |
| 75 | — | FRANKLIN TEMPLETON ETF TR | $4.2M | 0.5% | NEW | — |
| 76 |  $FCX | FREEPORT-MCMORAN INC | $4.2M | 0.5% | +39% | 73.1 |
| 77 |  $ADBE | ADOBE INC. | $4.2M | 0.5% | NEW | 80.4 |
| 78 |  $TT | Trane Technologies plc | $4.2M | 0.5% | -2% | — |
| 79 |  $HSY | HERSHEY CO | $4.1M | 0.5% | NEW | 59.4 |
| 80 | — | FIDELITY COVINGTON TRUST | $4.1M | 0.5% | +14% | — |
| 81 |  $GOOGL | Alphabet Inc. | $3.9M | 0.4% | -1% | 80.2 |
| 82 |  $CRH | CRH PUBLIC LTD CO | $3.9M | 0.4% | -39% | — |
| 83 |  $EMR | EMERSON ELECTRIC CO | $3.8M | 0.4% | -1% | 65.9 |
| 84 |  $BUD | Anheuser-Busch InBev SA/NV | $3.6M | 0.4% | NEW | — |
| 85 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.3M | 0.4% | +42% | 77.9 |
| 86 | — | ISHARES TR | $3.1M | 0.3% | -2% | — |
| 87 | — | VANGUARD INDEX FDS | $2.9M | 0.3% | +1% | — |
| 88 |  $CVX | CHEVRON CORP | $2.9M | 0.3% | -4% | 54.7 |
| 89 |  $VZ | VERIZON COMMUNICATIONS INC | $2.9M | 0.3% | -23% | 71.6 |
| 90 |  $DUK | Duke Energy CORP | $2.9M | 0.3% | -21% | 64 |
| 91 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.3% | +12% | — |
| 92 | — | FIDELITY COVINGTON TRUST | $2.4M | 0.3% | +12% | — |
| 93 |  $PYPL | PayPal Holdings, Inc. | $2.3M | 0.3% | NEW | 70.5 |
| 94 |  $NOTV | Inotiv, Inc. | $2.3M | 0.3% | +3% | 29.3 |
| 95 |  $D | DOMINION ENERGY, INC | $2.3M | 0.3% | +0% | 74.9 |
| 96 | — | PRINCIPAL EXCHANGE TRADED FD | $2.3M | 0.3% | +15% | — |
| 97 |  $TGT | TARGET CORP | $2.2M | 0.2% | NEW | 53.1 |
| 98 |  $ARM | ARM HOLDINGS PLC /UK | $2.1M | 0.2% | NEW | — |
| 99 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.0M | 0.2% | +4% | 70.1 |
| 100 | $NJR | NEW JERSEY RESOURCES CORP | $2.0M | 0.2% | +8% | 79.3 |
| 101 |  $WEC | WEC ENERGY GROUP, INC. | $2.0M | 0.2% | NEW | 67 |
| 102 |  $KVUE | Kenvue Inc. | $1.9M | 0.2% | +100% | 60.2 |
| 103 |  $TSN | TYSON FOODS, INC. | $1.9M | 0.2% | +8% | 51.9 |
| 104 | — | ISHARES TR | $1.9M | 0.2% | -1% | — |
| 105 |  $SKT | TANGER INC. | $1.9M | 0.2% | +12% | — |
| 106 |  $SRE | SEMPRA | $1.9M | 0.2% | +2% | 47.6 |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $1.9M | 0.2% | -4% | 65 |
| 108 |  $KMB | KIMBERLY CLARK CORP | $1.8M | 0.2% | +45% | 61.7 |
| 109 |  $LW | Lamb Weston Holdings, Inc. | $1.8M | 0.2% | +43% | 54.2 |
| 110 |  $ADM | Archer-Daniels-Midland Co | $1.8M | 0.2% | -7% | 49.4 |
| 111 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.2% | +228% | 72.9 |
| 112 | — | ISHARES TR | $1.8M | 0.2% | +3% | — |
| 113 |  $OKE | ONEOK INC /NEW/ | $1.7M | 0.2% | -31% | 72 |
| 114 |  $PEP | PEPSICO INC | $1.7M | 0.2% | +498% | 62.7 |
| 115 |  $IVZ | Invesco Ltd. | $1.6M | 0.2% | -5% | — |
| 116 |  $ALAB | Astera Labs, Inc. | $1.6M | 0.2% | NEW | 77.7 |
| 117 |  $PFE | PFIZER INC | $1.6M | 0.2% | +2% | 69 |
| 118 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | +5% | — |
| 119 |  $FAST | FASTENAL CO | $1.5M | 0.2% | NEW | 73.5 |
| 120 | — | LITMAN GREGORY FDS TR | $1.5M | 0.2% | +42% | — |
| 121 | — | SELECT SECTOR SPDR TR | $1.5M | 0.2% | -58% | — |
| 122 |  $CTRA | Coterra Energy Inc. | $1.5M | 0.2% | -46% | 80.6 |
| 123 |  $FHN | FIRST HORIZON CORP | $1.4M | 0.2% | -49% | 43.8 |
| 124 |  $WT | WisdomTree, Inc. | $1.4M | 0.2% | +17% | 62.9 |
| 125 |  $BBY | BEST BUY CO INC | $1.4M | 0.2% | +8% | 51.5 |
| 126 |  $ITW | ILLINOIS TOOL WORKS INC | $1.4M | 0.2% | NEW | 71.2 |
| 127 |  $CVS | CVS HEALTH Corp | $1.4M | 0.2% | +0% | 51.3 |
| 128 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.1% | +1% | — |
| 129 |  $SW | Smurfit Westrock plc | $1.4M | 0.1% | +7% | — |
| 130 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.3M | 0.1% | +20% | 52.4 |
| 131 |  $GIS | GENERAL MILLS INC | $1.3M | 0.1% | +45% | 64.1 |
| 132 |  $PPG | PPG INDUSTRIES INC | $1.3M | 0.1% | NEW | 57.1 |
| 133 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.3M | 0.1% | NEW | 40 |
| 134 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.1% | +28% | 58.2 |
| 135 |  $BP | BP PLC | $1.2M | 0.1% | -9% | — |
| 136 |  $MRK | Merck & Co., Inc. | $1.2M | 0.1% | -3% | 70.9 |
| 137 |  $AMCR | Amcor plc | $1.2M | 0.1% | NEW | — |
| 138 |  $SYY | SYSCO CORP | $1.2M | 0.1% | NEW | 58.4 |
| 139 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.2M | 0.1% | -36% | 70.9 |
| 140 | — | ISHARES TR | $1.2M | 0.1% | -65% | — |
| 141 |  $NVDA | NVIDIA CORP | $1.2M | 0.1% | -31% | 90.2 |
| 142 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | -1% | 59.3 |
| 143 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $1.1M | 0.1% | +12% | 52.1 |
| 144 | — | ISHARES TR | $1.1M | 0.1% | -0% | — |
| 145 | — | EA SERIES TRUST | $1.1M | 0.1% | +0% | — |
| 146 |  $TFC | TRUIST FINANCIAL CORP | $1.1M | 0.1% | +0% | — |
| 147 |  $WHR | WHIRLPOOL CORP /DE/ | $1.0M | 0.1% | +29% | 40.6 |
| 148 | — | DIMENSIONAL ETF TRUST | $997,344 | 0.1% | +36% | — |
| 149 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $966,700 | 0.1% | -45% | 50.6 |
| 150 |  $APD | Air Products & Chemicals, Inc. | $949,612 | 0.1% | NEW | 41.2 |
| 151 |  $LNC | LINCOLN NATIONAL CORP | $936,952 | 0.1% | -31% | 50.8 |
| 152 |  $O | REALTY INCOME CORP | $933,240 | 0.1% | NEW | 74.6 |
| 153 |  $NTR | Nutrien Ltd. | $926,951 | 0.1% | -46% | — |
| 154 |  $DHR | DANAHER CORP /DE/ | $924,869 | 0.1% | -78% | 63.9 |
| 155 | $IVZ | Invesco Ltd. | $921,251 | 0.1% | +28% | — |
| 156 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $917,901 | 0.1% | -39% | 68.8 |
| 157 |  $GPC | GENUINE PARTS CO | $893,799 | 0.1% | NEW | 54.2 |
| 158 | — | GLOBAL X FDS | $889,473 | 0.1% | +94% | — |
| 159 |  $KEY | KEYCORP /NEW/ | $879,273 | 0.1% | -56% | 70.4 |
| 160 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $862,921 | 0.1% | -0% | 57.5 |
| 161 |  $PEGA | PEGASYSTEMS INC | $850,604 | 0.1% | +58% | 69.6 |
| 162 |  $ABCB | Ameris Bancorp | $833,869 | 0.1% | NEW | — |
| 163 | $IVZ | Invesco Ltd. | $828,711 | 0.1% | NEW | — |
| 164 | — | HARBOR ETF TRUST | $819,408 | 0.1% | +22% | — |
| 165 | — | VANGUARD INDEX FDS | $775,719 | 0.1% | -3% | — |
| 166 |  $CAT | CATERPILLAR INC | $760,886 | 0.1% | +0% | 67.8 |
| 167 |  $COST | COSTCO WHOLESALE CORP /NEW | $689,530 | 0.1% | +79% | 67 |
| 168 | — | SCHWAB STRATEGIC TR | $687,744 | 0.1% | +25% | — |
| 169 |  $GMED | GLOBUS MEDICAL INC | $681,439 | 0.1% | -5% | 77.6 |
| 170 |  $LOW | LOWES COMPANIES INC | $668,909 | 0.1% | -12% | 63.5 |
| 171 |  $DPZ | DOMINOS PIZZA INC | $663,762 | 0.1% | +0% | 69.8 |
| 172 |  $UNM | Unum Group | $655,663 | 0.1% | NEW | 49.5 |
| 173 | — | ISHARES TR | $641,564 | 0.1% | +362% | — |
| 174 |  $CHRD | Chord Energy Corp | $628,720 | 0.1% | +28% | 60.8 |
| 175 |  $SSB | SouthState Bank Corp | $616,738 | 0.1% | NEW | — |
| 176 |  $HUBB | HUBBELL INC | $597,231 | 0.1% | -7% | 68.7 |
| 177 |  $GNRC | GENERAC HOLDINGS INC. | $596,342 | 0.1% | -10% | 58.2 |
| 178 | — | J P MORGAN EXCHANGE TRADED F | $579,361 | 0.1% | -8% | — |
| 179 |  $L | LOEWS CORP | $564,441 | 0.1% | -5% | 75.2 |
| 180 | — | FIRST TR EXCH TRADED FD III | $562,058 | 0.1% | +23% | — |
| 181 | — | FIRST TR EXCHANGE-TRADED FD | $558,542 | 0.1% | +30% | — |
| 182 | — | HARBOR ETF TRUST | $557,834 | 0.1% | +23% | — |
| 183 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $554,148 | 0.1% | -24% | 39.2 |
| 184 |  $NFG | NATIONAL FUEL GAS CO | $548,069 | 0.1% | -3% | 80.4 |
| 185 | — | DIMENSIONAL ETF TRUST | $547,227 | 0.1% | +0% | — |
| 186 |  $NVO | NOVO NORDISK A S | $531,074 | 0.1% | NEW | — |
| 187 |  $FMC | FMC CORP | $526,088 | 0.1% | +96% | 28.6 |
| 188 |  $ONTO | ONTO INNOVATION INC. | $525,594 | 0.1% | -41% | 66.5 |
| 189 |  $ST | Sensata Technologies Holding plc | $524,778 | 0.1% | +26% | — |
| 190 | — | NATIXIS ETF TR | $524,074 | 0.1% | NEW | — |
| 191 |  $VNOM | Viper Energy, Inc. | $521,213 | 0.1% | -4% | — |
| 192 | — | FIRST TR EXCHANGE-TRADED FD | $519,178 | 0.1% | +30% | — |
| 193 |  $GBCI | GLACIER BANCORP, INC. | $516,921 | 0.1% | -6% | 62.1 |
| 194 |  $VCTR | Victory Capital Holdings, Inc. | $516,899 | 0.1% | +2% | 75.5 |
| 195 |  $KBH | KB HOME | $516,310 | 0.1% | -4% | 45.9 |
| 196 |  $TDW | TIDEWATER INC | $515,838 | 0.1% | -28% | 64.6 |
| 197 |  $MOH | MOLINA HEALTHCARE, INC. | $515,205 | 0.1% | +69% | 60.5 |
| 198 |  $PCRX | Pacira BioSciences, Inc. | $515,167 | 0.1% | +18% | 48 |
| 199 |  $MOS | MOSAIC CO | $511,301 | 0.1% | -4% | 54.3 |
| 200 | — | FIRST TR EXCH TRADED FD III | $509,406 | 0.1% | +33% | — |
| 201 | — | AGF INVTS TR | $507,907 | 0.1% | +50% | — |
| 202 | — | VANGUARD TAX-MANAGED FDS | $504,886 | 0.1% | +0% | — |
| 203 |  $SPXC | SPX Technologies, Inc. | $504,849 | 0.1% | +22% | 66 |
| 204 |  $FBIN | Fortune Brands Innovations, Inc. | $501,427 | 0.1% | +99% | 48.7 |
| 205 | — | ISHARES TR | $499,878 | 0.1% | +145% | — |
| 206 |  $HALO | HALOZYME THERAPEUTICS, INC. | $498,944 | 0.1% | -1% | 81.2 |
| 207 | — | FIRST TR EXCHNG TRADED FD VI | $496,961 | 0.1% | +35% | — |
| 208 |  $MHK | MOHAWK INDUSTRIES INC | $495,746 | 0.1% | -8% | 56.8 |
| 209 |  $CACI | CACI INTERNATIONAL INC /DE/ | $495,466 | 0.1% | -5% | 66.7 |
| 210 |  $CFR | CULLEN/FROST BANKERS, INC. | $490,472 | 0.1% | NEW | 66.5 |
| 211 |  $DIS | Walt Disney Co | $489,205 | 0.1% | -90% | 68.9 |
| 212 |  $OTTR | Otter Tail Corp | $488,703 | 0.1% | +35% | 55.2 |
| 213 |  $FLR | FLUOR CORP | $487,539 | 0.1% | -18% | 66.2 |
| 214 |  $OKTA | Okta, Inc. | $487,451 | 0.1% | -6% | 67.3 |
| 215 |  $OCFC | OCEANFIRST FINANCIAL CORP | $485,781 | 0.1% | -0% | — |
| 216 |  $NBTB | NBT BANCORP INC | $484,177 | 0.1% | +42% | 34.6 |
| 217 |  $MRCY | MERCURY SYSTEMS INC | $481,789 | 0.1% | -26% | 42.9 |
| 218 |  $RMBS | RAMBUS INC | $481,682 | 0.1% | -1% | 75.2 |
| 219 |  $AMBA | AMBARELLA INC | $462,555 | 0.1% | +47% | 38.5 |
| 220 |  $PI | IMPINJ INC | $461,431 | 0.1% | NEW | 35.3 |
| 221 |  $BG | Bunge Global SA | $455,630 | 0.1% | -73% | 55.9 |
| 222 |  $MC | Moelis & Co | $450,414 | 0.1% | -63% | — |
| 223 |  $PRK | PARK NATIONAL CORP /OH/ | $447,853 | 0.1% | +0% | 39.6 |
| 224 |  $KEX | KIRBY CORP | $441,826 | 0.1% | -14% | 64.1 |
| 225 |  $CHWY | Chewy, Inc. | $437,913 | 0.1% | +8% | 61.3 |
| 226 |  $MGNI | MAGNITE, INC. | $437,232 | 0.1% | -5% | 42.6 |
| 227 |  $CG | Carlyle Group Inc. | $428,687 | 0.1% | -3% | 47.3 |
| 228 |  $HUBG | Hub Group, Inc. | $426,533 | 0.1% | +26% | 46 |
| 229 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $425,834 | 0.1% | -5% | 67.5 |
| 230 |  $CW | CURTISS WRIGHT CORP | $424,338 | 0.1% | -10% | 70.7 |
| 231 |  $SPY | SPDR S&P 500 ETF TRUST | $424,022 | 0.1% | +8% | — |
| 232 |  $LNG | Cheniere Energy, Inc. | $408,331 | 0.0% | NEW | 48.4 |
| 233 |  $ASH | ASHLAND INC. | $394,052 | 0.0% | NEW | 34.1 |
| 234 | — | ALPS ETF TR | $384,347 | 0.0% | +19% | — |
| 235 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $381,469 | 0.0% | -51% | 54.5 |
| 236 |  $WMB | WILLIAMS COMPANIES, INC. | $379,984 | 0.0% | NEW | 72.8 |
| 237 |  $HXL | HEXCEL CORP /DE/ | $376,244 | 0.0% | -6% | 50.5 |
| 238 |  $ZETA | Zeta Global Holdings Corp. | $375,903 | 0.0% | -0% | 53.6 |
| 239 | — | VANGUARD INDEX FDS | $373,563 | 0.0% | +0% | — |
| 240 |  $RTX | RTX Corp | $373,454 | 0.0% | +0% | 70 |
| 241 |  $HUN | Huntsman CORP | $368,980 | 0.0% | NEW | 40 |
| 242 |  $ILMN | ILLUMINA, INC. | $368,547 | 0.0% | -16% | 62.5 |
| 243 | — | VANGUARD SCOTTSDALE FDS | $362,942 | 0.0% | +0% | — |
| 244 |  $EXEL | EXELIXIS, INC. | $362,292 | 0.0% | -5% | 79.4 |
| 245 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $357,007 | 0.0% | NEW | 25.4 |
| 246 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $356,992 | 0.0% | NEW | 48 |
| 247 |  $PNFP | Pinnacle Financial Partners, Inc. | $355,671 | 0.0% | NEW | — |
| 248 |  $TAP | MOLSON COORS BEVERAGE CO | $355,460 | 0.0% | +0% | 42.2 |
| 249 |  $DOCU | DOCUSIGN, INC. | $351,118 | 0.0% | -6% | 67.5 |
| 250 | — | JANUS DETROIT STR TR | $346,711 | 0.0% | +23% | — |
| 251 | — | NEW YORK LIFE INVESTMENTS ET | $343,077 | 0.0% | -18% | — |
| 252 |  $AEHR | AEHR TEST SYSTEMS | $335,352 | 0.0% | NEW | 16.3 |
| 253 |  $GENI | Genius Sports Ltd | $334,850 | 0.0% | +54% | — |
| 254 |  $ANET | Arista Networks, Inc. | $333,962 | 0.0% | -37% | 86 |
| 255 | — | ISHARES TR | $330,675 | 0.0% | -93% | — |
| 256 |  $DAR | DARLING INGREDIENTS INC. | $324,465 | 0.0% | NEW | 46.6 |
| 257 | — | VANGUARD INTL EQUITY INDEX F | $322,796 | 0.0% | +19% | — |
| 258 |  $ELF | e.l.f. Beauty, Inc. | $321,900 | 0.0% | NEW | 53.4 |
| 259 |  $WELL | WELLTOWER INC. | $316,138 | 0.0% | NEW | 75.7 |
| 260 |  $INCY | INCYTE CORP | $314,643 | 0.0% | -48% | 81.2 |
| 261 | — | VANGUARD INDEX FDS | $313,601 | 0.0% | -8% | — |
| 262 | — | ISHARES TR | $308,388 | 0.0% | +0% | — |
| 263 |  $SAM | BOSTON BEER CO INC | $305,280 | 0.0% | NEW | 42.5 |
| 264 |  $AMN | AMN HEALTHCARE SERVICES INC | $300,794 | 0.0% | NEW | 44 |
| 265 |  $GD | GENERAL DYNAMICS CORP | $297,229 | 0.0% | NEW | 73 |
| 266 |  $EXP | EAGLE MATERIALS INC | $292,132 | 0.0% | -4% | 62.7 |
| 267 | — | JANUS DETROIT STR TR | $290,180 | 0.0% | -5% | — |
| 268 | — | ISHARES TR | $288,990 | 0.0% | +0% | — |
| 269 |  $WRBY | Warby Parker Inc. | $286,763 | 0.0% | NEW | 51.2 |
| 270 | — | FIRST TR EXCHANGE TRADED FD | $284,803 | 0.0% | +0% | — |
| 271 |  $V | VISA INC. | $269,598 | 0.0% | +0% | 83.5 |
| 272 |  $GLD | SPDR GOLD TRUST | $268,071 | 0.0% | +7% | — |
| 273 |  $TNDM | TANDEM DIABETES CARE INC | $267,249 | 0.0% | -9% | 34.8 |
| 274 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $260,559 | 0.0% | NEW | — |
| 275 |  $CTRE | CareTrust REIT, Inc. | $256,330 | 0.0% | NEW | 73.4 |
| 276 | — | SELECT SECTOR SPDR TR | $253,910 | 0.0% | -47% | — |
| 277 | — | VANECK FDS | $252,446 | 0.0% | NEW | — |
| 278 | — | SELECT SECTOR SPDR TR | $244,802 | 0.0% | -23% | — |
| 279 |  $SFM | Sprouts Farmers Market, Inc. | $244,579 | 0.0% | NEW | 73.4 |
| 280 | — | ISHARES TR | $244,318 | 0.0% | +0% | — |
| 281 |  $VMC | Vulcan Materials CO | $240,986 | 0.0% | +0% | 66.6 |
| 282 |  $T | AT&T INC. | $235,370 | 0.0% | NEW | 71.9 |
| 283 | — | SELECT SECTOR SPDR TR | $217,689 | 0.0% | -18% | — |
| 284 |  $KRYS | Krystal Biotech, Inc. | $215,439 | 0.0% | NEW | 75.9 |
| 285 | — | ISHARES INC | $210,678 | 0.0% | -32% | — |
| 286 |  $HCA | HCA Healthcare, Inc. | $202,073 | 0.0% | NEW | 70.5 |
New Positions (50)
$TMUS T-Mobile US, Inc.$4.9M EVERPURE INC$4.8M
$SLB SLB LIMITED/NV$4.6M FRANKLIN TEMPLETON ETF TR$4.2M
$ADBE ADOBE INC.$4.2M$HSY HERSHEY CO$4.1M$BUD Anheuser-Busch InBev SA/NV$3.6M$PYPL PayPal Holdings, Inc.$2.3M$TGT TARGET CORP$2.2M$ARM ARM HOLDINGS PLC /UK$2.1M$WEC WEC ENERGY GROUP, INC.$2.0M$ALAB Astera Labs, Inc.$1.6M$FAST FASTENAL CO$1.5M$ITW ILLINOIS TOOL WORKS INC$1.4M$PPG PPG INDUSTRIES INC$1.3MExited Positions (23)
$ASML ASML HOLDING NV
$APH AMPHENOL CORP /DE/
$ALB ALBEMARLE CORP
$SYK STRYKER CORP
$EOG EOG RESOURCES INC
$CB Chubb Ltd
$APO Apollo Global Management, Inc.
$ORCL ORACLE CORP
$PFH PRUDENTIAL FINANCIAL INC
$FITB FIFTH THIRD BANCORP
$RF REGIONS FINANCIAL CORP COMERICA INC
$IP INTERNATIONAL PAPER CO /NEW/
$LAZ Lazard, Inc.
$HPQ HP INCBrowse Top Institutional Investors
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