Coastline Trust Co
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1324279
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.0B
Holdings
408
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Coastline Trust Co disclosed 408 positions worth $1.0B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 8.2% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 24 new positions and exited 17 — including a new stake in $LAZ and a full exit from $AMP. The portfolio is most concentrated in Other (37.5% of disclosed assets). All figures are sourced directly from Coastline Trust Co’s Form 13F-HR filing with the SEC under CIK 1324279.
AI Fund Analysis
Stable
$NVDA8.2% weight
Held 9 quarters
$GOOG4.9% weight
Held 9 quarters
$AAPL4.8% weight
Held 9 quarters
ISHARES TR
4.0% weight
Held 9 quarters
ISHARES TR
3.8% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
VANGUARD TAX-MANAGED FDS
5 quarters accumulating
VANGUARD INTL EQUITY INDEX
5 quarters accumulating
$CEF5 quarters accumulating
$HD5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$82.3M471,979 sh - 80.2#45
Quality
$49.7M172,909 sh - 76.1#112
Quality
$47.8M188,541 sh ISHARES TR
—Quality
$40.7M62,233 shISHARES TR
—Quality
$38.6M397,592 sh- 83.7
Quality
$38.4M103,626 sh ISHARES TR
—Quality
$33.6M497,447 shISHARES TR
—Quality
$33.0M339,497 sh- 74.6
Quality
$31.5M151,177 sh ISHARES TR
—Quality
$29.3M323,189 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $82.3M | 471,979 |
| Alphabet Inc.$GOOG | 80.2#45 | $49.7M | 172,909 |
| Apple Inc.$AAPL | 76.1#112 | $47.8M | 188,541 |
| ISHARES TR | — | $40.7M | 62,233 |
| ISHARES TR | — | $38.6M | 397,592 |
 MICROSOFT CORP$MSFT | 83.7 | $38.4M | 103,626 |
| ISHARES TR | — | $33.6M | 497,447 |
| ISHARES TR | — | $33.0M | 339,497 |
 AMAZON COM INC$AMZN | 74.6 | $31.5M | 151,177 |
| ISHARES TR | — | $29.3M | 323,189 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Coastline Trust Co's 408 positions.
Showing top 10 of 408 holdings.
Sector Allocation
Other
$378.3M
Technology
$316.5M
Financials
$103.7M
Consumer Discretionary
$71.3M
Healthcare
$54.2M
Industrials
$28.7M
Energy
$14.1M
Communication Services
$13.5M
Full Holdings — Coastline Trust Co (Q1 2026)
All 408 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 | $NVDA | NVIDIA CORP | $82.3M | 8.2% | -3% | 90.2 |
| 2 | $GOOG | Alphabet Inc. | $49.7M | 4.9% | -2% | 80.2 |
| 3 | $AAPL | Apple Inc. | $47.8M | 4.8% | -1% | 76.1 |
| 4 | — | ISHARES TR | $40.7M | 4.0% | +0% | — |
| 5 | — | ISHARES TR | $38.6M | 3.8% | +7% | — |
| 6 | $MSFT | MICROSOFT CORP | $38.4M | 3.8% | -3% | 83.7 |
| 7 | — | ISHARES TR | $33.6M | 3.3% | +1% | — |
| 8 | — | ISHARES TR | $33.0M | 3.3% | -2% | — |
| 9 | $AMZN | AMAZON COM INC | $31.5M | 3.1% | +0% | 74.6 |
| 10 | — | ISHARES TR | $29.3M | 2.9% | +14% | — |
| 11 |  $META | Meta Platforms, Inc. | $26.0M | 2.6% | +1% | 80.9 |
| 12 |  $LLY | ELI LILLY & Co | $19.2M | 1.9% | +3% | 89.3 |
| 13 | — | VANGUARD TAX-MANAGED FDS | $18.5M | 1.8% | +20% | — |
| 14 | — | VANGUARD INDEX FDS | $18.0M | 1.8% | +2% | — |
| 15 | — | ISHARES TR | $17.6M | 1.8% | -10% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $16.6M | 1.6% | +3% | — |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $16.5M | 1.6% | -4% | — |
| 18 | — | ISHARES INC | $15.2M | 1.5% | +1% | — |
| 19 | — | VANGUARD INDEX FDS | $12.9M | 1.3% | -39% | — |
| 20 |  $PANW | Palo Alto Networks Inc | $12.8M | 1.3% | -3% | 66.5 |
| 21 |  $NFLX | NETFLIX INC | $12.4M | 1.2% | -1% | 86.7 |
| 22 | — | VANGUARD INTL EQUITY INDEX F | $12.0M | 1.2% | +37% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.8M | 1.1% | -9% | 64.5 |
| 24 |  $ABBV | AbbVie Inc. | $10.8M | 1.1% | +1% | 59.3 |
| 25 |  $GLD | SPDR GOLD TRUST | $10.7M | 1.1% | +1119% | — |
| 26 |  $WMT | Walmart Inc. | $10.6M | 1.1% | +0% | 63.2 |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.2M | 1.0% | -1% | 67 |
| 28 |  $V | VISA INC. | $10.1M | 1.0% | -1% | 83.5 |
| 29 | — | ISHARES TR | $9.4M | 0.9% | -10% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $8.5M | 0.8% | +4% | 35.6 |
| 31 |  $MA | Mastercard Inc | $8.4M | 0.8% | -2% | 81.7 |
| 32 |  $AXP | AMERICAN EXPRESS CO | $7.9M | 0.8% | -2% | 73.2 |
| 33 | — | VANGUARD INDEX FDS | $6.6M | 0.7% | -3% | — |
| 34 |  $CAT | CATERPILLAR INC | $6.3M | 0.6% | -2% | 67.8 |
| 35 |  $TJX | TJX COMPANIES INC /DE/ | $6.3M | 0.6% | +1% | 70.7 |
| 36 |  $GE | GENERAL ELECTRIC CO | $6.2M | 0.6% | -1% | 74.8 |
| 37 |  $AMGN | AMGEN INC | $6.1M | 0.6% | +1% | 79.5 |
| 38 |  $ORCL | ORACLE CORP | $5.5M | 0.5% | -4% | 67.2 |
| 39 |  $AFL | AFLAC INC | $5.3M | 0.5% | -6% | 60.3 |
| 40 | — | ISHARES TR | $5.0M | 0.5% | +35% | — |
| 41 |  $CB | Chubb Ltd | $4.6M | 0.5% | -0% | — |
| 42 |  $WM | WASTE MANAGEMENT INC | $4.6M | 0.5% | -0% | 70.7 |
| 43 | — | VANGUARD INTL EQUITY INDEX F | $4.6M | 0.5% | +2% | — |
| 44 | $CEF | Sprott Physical Gold & Silver Trust | $4.1M | 0.4% | +384% | — |
| 45 |  $MRK | Merck & Co., Inc. | $4.1M | 0.4% | +38% | 70.9 |
| 46 |  $CVX | CHEVRON CORP | $3.9M | 0.4% | -1% | 54.7 |
| 47 |  $MCD | MCDONALDS CORP | $3.9M | 0.4% | +1% | 73.9 |
| 48 |  $AVGO | Broadcom Inc. | $3.6M | 0.4% | -3% | 86.4 |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $3.6M | 0.4% | +0% | 72.3 |
| 50 | — | VANGUARD ADMIRAL FDS INC | $3.5M | 0.3% | -4% | — |
| 51 |  $MS | MORGAN STANLEY | $3.4M | 0.3% | -0% | — |
| 52 | — | VANGUARD INDEX FDS | $3.3M | 0.3% | +0% | — |
| 53 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.3M | 0.3% | -0% | 63.7 |
| 54 |  $XOM | EXXON MOBIL CORP | $3.2M | 0.3% | +4% | 61.8 |
| 55 | — | VANGUARD SCOTTSDALE FDS | $3.2M | 0.3% | +0% | — |
| 56 |  $EMR | EMERSON ELECTRIC CO | $3.2M | 0.3% | +2% | 65.9 |
| 57 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.1M | 0.3% | +0% | — |
| 58 |  $NVS | NOVARTIS AG | $3.1M | 0.3% | -0% | — |
| 59 |  $RTX | RTX Corp | $3.1M | 0.3% | +2% | 70 |
| 60 |  $PEP | PEPSICO INC | $3.1M | 0.3% | +2% | 62.7 |
| 61 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.0M | 0.3% | -2% | 77.9 |
| 62 |  $UNH | UNITEDHEALTH GROUP INC | $3.0M | 0.3% | -1% | 66.8 |
| 63 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.9M | 0.3% | +0% | 64.5 |
| 64 |  $PLTR | Palantir Technologies Inc. | $2.8M | 0.3% | -0% | 85.8 |
| 65 |  $QCOM | QUALCOMM INC/DE | $2.8M | 0.3% | -2% | 81.9 |
| 66 |  $UBER | Uber Technologies, Inc | $2.7M | 0.3% | -3% | 79.3 |
| 67 |  $BX | Blackstone Inc. | $2.7M | 0.3% | -21% | 68 |
| 68 |  $GS | GOLDMAN SACHS GROUP INC | $2.7M | 0.3% | -0% | — |
| 69 |  $ETN | Eaton Corp plc | $2.6M | 0.3% | +4% | — |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.6M | 0.3% | -3% | 68.4 |
| 71 | — | VANGUARD INDEX FDS | $2.6M | 0.3% | +0% | — |
| 72 | $HD | HOME DEPOT, INC. | $2.5M | 0.3% | +7% | 69.2 |
| 73 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.3% | -0% | 72.8 |
| 74 |  $SCHW | SCHWAB CHARLES CORP | $2.5M | 0.3% | -12% | 77.2 |
| 75 |  $ICE | Intercontinental Exchange, Inc. | $2.5M | 0.2% | +0% | 73.8 |
| 76 |  $HON | HONEYWELL INTERNATIONAL INC | $2.4M | 0.2% | -5% | 65.7 |
| 77 |  $DE | DEERE & CO | $2.4M | 0.2% | -1% | 57.4 |
| 78 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.2% | -1% | 88.4 |
| 79 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.2% | -1% | 72.9 |
| 80 |  $LAZ | Lazard, Inc. | $2.3M | 0.2% | NEW | 59.3 |
| 81 |  $VLO | VALERO ENERGY CORP/TX | $2.3M | 0.2% | +6% | 51.4 |
| 82 | — | VANGUARD MUN BD FDS | $2.2M | 0.2% | -65% | — |
| 83 |  $LOW | LOWES COMPANIES INC | $2.2M | 0.2% | +6% | 63.5 |
| 84 | — | VANGUARD WELLINGTON FD | $2.1M | 0.2% | -1% | — |
| 85 | — | ISHARES TR | $2.1M | 0.2% | -47% | — |
| 86 |  $YUM | YUM BRANDS INC | $2.1M | 0.2% | -2% | 71.7 |
| 87 | — | ISHARES TR | $2.0M | 0.2% | -0% | — |
| 88 | — | ISHARES TR | $1.9M | 0.2% | -15% | — |
| 89 |  $UNP | UNION PACIFIC CORP | $1.8M | 0.2% | +6% | 74 |
| 90 |  $ADI | ANALOG DEVICES INC | $1.8M | 0.2% | +0% | 76.2 |
| 91 | — | ISHARES TR | $1.7M | 0.2% | +19% | — |
| 92 |  $ITW | ILLINOIS TOOL WORKS INC | $1.7M | 0.2% | -29% | 71.2 |
| 93 |  $SNOW | Snowflake Inc. | $1.7M | 0.2% | -12% | 49.6 |
| 94 |  $EA | ELECTRONIC ARTS INC. | $1.6M | 0.2% | +0% | 71.1 |
| 95 |  $GD | GENERAL DYNAMICS CORP | $1.6M | 0.2% | +0% | 73 |
| 96 |  $ELV | Elevance Health, Inc. | $1.5M | 0.1% | -4% | 59.4 |
| 97 |  $LIN | LINDE PLC | $1.5M | 0.1% | -9% | — |
| 98 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.1% | +19% | 71.7 |
| 99 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.1% | +0% | 67 |
| 100 | — | ISHARES TR | $1.5M | 0.1% | +5% | — |
| 101 | — | ISHARES TR | $1.5M | 0.1% | -1% | — |
| 102 | — | VANGUARD ADMIRAL FDS INC | $1.4M | 0.1% | -8% | — |
| 103 |  $PGR | PROGRESSIVE CORP/OH/ | $1.4M | 0.1% | -6% | 83.6 |
| 104 |  $DHR | DANAHER CORP /DE/ | $1.4M | 0.1% | -43% | 63.9 |
| 105 |  $PAYX | PAYCHEX INC | $1.4M | 0.1% | -24% | 75.1 |
| 106 |  $BLK | BlackRock, Inc. | $1.4M | 0.1% | +3% | 70.3 |
| 107 |  $MCK | MCKESSON CORP | $1.3M | 0.1% | +0% | 63.7 |
| 108 |  $CEG | Constellation Energy Corp | $1.3M | 0.1% | +3% | 62.5 |
| 109 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | +10% | — |
| 110 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.1% | -6% | 65 |
| 111 |  $MSI | Motorola Solutions, Inc. | $1.3M | 0.1% | +0% | 73.8 |
| 112 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.1% | -1% | 74.8 |
| 113 |  $ADBE | ADOBE INC. | $1.3M | 0.1% | -11% | 80.4 |
| 114 | — | SPDR SERIES TRUST | $1.3M | 0.1% | +0% | — |
| 115 |  $ARES | Ares Management Corp | $1.3M | 0.1% | -44% | 70.8 |
| 116 |  $SHOP | SHOPIFY INC. | $1.3M | 0.1% | -21% | — |
| 117 | — | COLUMBIA ETF TR II | $1.2M | 0.1% | +4% | — |
| 118 |  $NEM | NEWMONT Corp /DE/ | $1.2M | 0.1% | +0% | 88.3 |
| 119 |  $SYY | SYSCO CORP | $1.2M | 0.1% | -14% | 58.4 |
| 120 |  $ACN | Accenture plc | $1.1M | 0.1% | -17% | — |
| 121 |  $CL | COLGATE PALMOLIVE CO | $1.1M | 0.1% | +0% | 72.4 |
| 122 | — | ISHARES TR | $1.1M | 0.1% | -9% | — |
| 123 |  $HWM | Howmet Aerospace Inc. | $1.1M | 0.1% | +0% | 79.1 |
| 124 |  $J | JACOBS SOLUTIONS INC. | $1.1M | 0.1% | -3% | 47.7 |
| 125 | — | ISHARES TR | $1.0M | 0.1% | +0% | — |
| 126 |  $TT | Trane Technologies plc | $1.0M | 0.1% | +0% | — |
| 127 |  $MPC | Marathon Petroleum Corp | $1.0M | 0.1% | +0% | 50.7 |
| 128 |  $APD | Air Products & Chemicals, Inc. | $971,980 | 0.1% | +24% | 41.2 |
| 129 | — | ISHARES TR | $951,900 | 0.1% | -26% | — |
| 130 | — | SELECT SECTOR SPDR TR | $948,299 | 0.1% | +0% | — |
| 131 | — | VANGUARD INDEX FDS | $932,435 | 0.1% | -20% | — |
| 132 | — | SPDR SERIES TRUST | $927,471 | 0.1% | -3% | — |
| 133 |  $EQT | EQT Corp | $894,778 | 0.1% | +0% | 83.3 |
| 134 |  $MFC | MANULIFE FINANCIAL CORP | $883,386 | 0.1% | -4% | — |
| 135 |  $CME | CME GROUP INC. | $826,980 | 0.1% | +0% | 74.5 |
| 136 | — | VANGUARD INDEX FDS | $825,723 | 0.1% | +0% | — |
| 137 |  $GLW | CORNING INC /NY | $817,180 | 0.1% | +0% | 72.7 |
| 138 |  $OKE | ONEOK INC /NEW/ | $787,568 | 0.1% | +0% | 72 |
| 139 |  $AMD | ADVANCED MICRO DEVICES INC | $765,100 | 0.1% | -8% | 78.8 |
| 140 |  $LNT | ALLIANT ENERGY CORP | $764,244 | 0.1% | -44% | 56.7 |
| 141 |  $HUBB | HUBBELL INC | $733,166 | 0.1% | +0% | 68.7 |
| 142 |  $SYK | STRYKER CORP | $717,312 | 0.1% | +9% | 69.8 |
| 143 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $700,578 | 0.1% | -46% | 59.5 |
| 144 |  $COP | CONOCOPHILLIPS | $685,740 | 0.1% | +8% | 74.8 |
| 145 |  $GOOGL | Alphabet Inc. | $680,432 | 0.1% | -5% | 80.2 |
| 146 |  $PM | Philip Morris International Inc. | $645,157 | 0.1% | +16% | 80.5 |
| 147 |  $APH | AMPHENOL CORP /DE/ | $640,090 | 0.1% | -25% | 80.5 |
| 148 | — | ISHARES TR | $629,479 | 0.1% | -49% | — |
| 149 | — | JOHN HANCOCK EXCHANGE TRADED | $620,055 | 0.1% | -2% | — |
| 150 |  $A | AGILENT TECHNOLOGIES, INC. | $588,137 | 0.1% | +0% | 64.6 |
| 151 |  $CSX | CSX CORP | $578,476 | 0.1% | -46% | 66.4 |
| 152 |  $WFC | WELLS FARGO & COMPANY/MN | $557,668 | 0.1% | -1% | — |
| 153 |  $VZ | VERIZON COMMUNICATIONS INC | $545,372 | 0.1% | +3% | 71.6 |
| 154 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $515,774 | 0.1% | +3% | 60.5 |
| 155 | — | ISHARES INC | $514,197 | 0.1% | +19% | — |
| 156 | — | VANGUARD CHARLOTTE FDS | $484,392 | 0.1% | +0% | — |
| 157 |  $CCZ | COMCAST CORP | $483,706 | 0.1% | -16% | 70.4 |
| 158 | — | VANECK ETF TRUST | $483,199 | 0.1% | +2% | — |
| 159 |  $IVZ | Invesco Ltd. | $458,547 | 0.1% | -32% | — |
| 160 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $458,359 | 0.1% | -28% | 66.7 |
| 161 |  $FDX | FEDEX CORP | $453,061 | 0.0% | -3% | 60.3 |
| 162 |  $BDX | BECTON DICKINSON & CO | $452,665 | 0.0% | +0% | 50.7 |
| 163 |  $BMY | BRISTOL MYERS SQUIBB CO | $438,499 | 0.0% | -2% | 70.1 |
| 164 |  $CMI | CUMMINS INC | $421,808 | 0.0% | -19% | 58.9 |
| 165 | — | VANGUARD SCOTTSDALE FDS | $401,090 | 0.0% | +30% | — |
| 166 |  $HOOD | Robinhood Markets, Inc. | $398,336 | 0.0% | -3% | 75.8 |
| 167 |  $ED | CONSOLIDATED EDISON INC | $373,494 | 0.0% | +0% | 71.6 |
| 168 |  $TD | TORONTO DOMINION BANK | $373,240 | 0.0% | +0% | — |
| 169 |  $WASH | WASHINGTON TRUST BANCORP INC | $364,647 | 0.0% | +0% | 66.5 |
| 170 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $363,098 | 0.0% | -54% | 66.5 |
| 171 | — | ISHARES TR | $359,828 | 0.0% | +0% | — |
| 172 |  $MO | ALTRIA GROUP, INC. | $348,427 | 0.0% | +15% | 72.1 |
| 173 |  $PLD | Prologis, Inc. | $343,800 | 0.0% | +1% | 67.5 |
| 174 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $336,776 | 0.0% | +0% | 66.4 |
| 175 |  $ETHW | Bitwise Ethereum ETF | $334,455 | 0.0% | NEW | — |
| 176 |  $BITB | Bitwise Bitcoin ETF | $331,548 | 0.0% | +3071% | — |
| 177 |  $RPM | RPM INTERNATIONAL INC/DE/ | $331,101 | 0.0% | -18% | 57.3 |
| 178 |  $AMT | AMERICAN TOWER CORP /MA/ | $328,075 | 0.0% | +0% | 69.8 |
| 179 |  $UNM | Unum Group | $326,444 | 0.0% | +0% | 49.5 |
| 180 | — | ISHARES TR | $326,114 | 0.0% | +5% | — |
| 181 |  $TXN | TEXAS INSTRUMENTS INC | $323,826 | 0.0% | +35% | 70.4 |
| 182 |  $KKR | KKR & Co. Inc. | $309,228 | 0.0% | -35% | 49.8 |
| 183 |  $EQIX | EQUINIX INC | $303,874 | 0.0% | -19% | 61.4 |
| 184 |  $SO | SOUTHERN CO | $296,606 | 0.0% | -2% | 65.1 |
| 185 | — | VANGUARD SCOTTSDALE FDS | $284,738 | 0.0% | -6% | — |
| 186 | — | VANGUARD INDEX FDS | $269,049 | 0.0% | +0% | — |
| 187 | — | SELECT SECTOR SPDR TR | $261,703 | 0.0% | +21% | — |
| 188 |  $PSX | Phillips 66 | $259,060 | 0.0% | +0% | 47.6 |
| 189 |  $KO | COCA COLA CO | $255,756 | 0.0% | +160% | 74 |
| 190 |  $CFR | CULLEN/FROST BANKERS, INC. | $248,800 | 0.0% | +0% | 66.5 |
| 191 |  $XEL | XCEL ENERGY INC | $248,250 | 0.0% | -52% | — |
| 192 |  $TROW | PRICE T ROWE GROUP INC | $245,181 | 0.0% | +0% | 75.8 |
| 193 |  $UPS | UNITED PARCEL SERVICE INC | $243,294 | 0.0% | +10% | 58.2 |
| 194 |  $CRH | CRH PUBLIC LTD CO | $241,776 | 0.0% | -57% | — |
| 195 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $239,792 | 0.0% | -10% | 76.6 |
| 196 |  $ENB | ENBRIDGE INC | $238,812 | 0.0% | +0% | — |
| 197 |  $ANET | Arista Networks, Inc. | $238,316 | 0.0% | -20% | 86 |
| 198 |  $EXC | EXELON CORP | $211,668 | 0.0% | +5% | 63.9 |
| 199 |  $TSLA | Tesla, Inc. | $205,206 | 0.0% | -33% | 50.1 |
| 200 |  $ORLY | O REILLY AUTOMOTIVE INC | $202,251 | 0.0% | -16% | 72.7 |
| 201 |  $COR | Cencora, Inc. | $197,908 | 0.0% | +0% | 59.6 |
| 202 | — | GLOBAL X FDS | $193,031 | 0.0% | NEW | — |
| 203 |  $MDT | Medtronic plc | $191,497 | 0.0% | +0% | — |
| 204 |  $IRM | IRON MOUNTAIN INC | $189,572 | 0.0% | +0% | 50.7 |
| 205 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $179,114 | 0.0% | +0% | — |
| 206 |  $O | REALTY INCOME CORP | $168,857 | 0.0% | +0% | 74.6 |
| 207 | — | ISHARES TR | $167,844 | 0.0% | +15% | — |
| 208 | $IVZ | Invesco Ltd. | $166,394 | 0.0% | -8% | — |
| 209 |  $DUK | Duke Energy CORP | $165,770 | 0.0% | +15% | 64 |
| 210 |  $PKG | PACKAGING CORP OF AMERICA | $164,895 | 0.0% | -3% | 70 |
| 211 | — | PACER FDS TR | $164,846 | 0.0% | +95% | — |
| 212 |  $GPN | GLOBAL PAYMENTS INC | $160,847 | 0.0% | +0% | 42.9 |
| 213 |  $CHWY | Chewy, Inc. | $156,600 | 0.0% | +0% | 61.3 |
| 214 | $IVZ | Invesco Ltd. | $155,990 | 0.0% | +34% | — |
| 215 | — | ISHARES TR | $154,433 | 0.0% | -14% | — |
| 216 |  $WT | WisdomTree, Inc. | $151,436 | 0.0% | +0% | 62.9 |
| 217 |  $ROK | ROCKWELL AUTOMATION, INC | $148,576 | 0.0% | +0% | 68.2 |
| 218 |  $GEV | GE Vernova Inc. | $147,520 | 0.0% | +0% | 70.1 |
| 219 |  $NSC | NORFOLK SOUTHERN CORP | $143,500 | 0.0% | +0% | 70.8 |
| 220 |  $APO | Apollo Global Management, Inc. | $142,840 | 0.0% | -23% | 55.7 |
| 221 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $140,253 | 0.0% | +33% | 70.9 |
| 222 |  $NOW | ServiceNow, Inc. | $136,961 | 0.0% | -50% | 76 |
| 223 | — | SCHWAB STRATEGIC TR | $133,592 | 0.0% | +859% | — |
| 224 |  $SLB | SLB LIMITED/NV | $131,918 | 0.0% | -8% | 63.2 |
| 225 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $130,828 | 0.0% | +0% | 65.9 |
| 226 | $META | Meta Platforms, Inc. | $129,377 | 0.0% | +0% | 80.9 |
| 227 |  $CRM | Salesforce, Inc. | $122,456 | 0.0% | -53% | 75.2 |
| 228 |  $SJM | J M SMUCKER Co | $120,550 | 0.0% | +0% | 46.4 |
| 229 | — | ISHARES TR | $119,975 | 0.0% | +0% | — |
| 230 | — | SELECT SECTOR SPDR TR | $119,681 | 0.0% | +0% | — |
| 231 |  $MCHP | MICROCHIP TECHNOLOGY INC | $117,009 | 0.0% | +0% | 40 |
| 232 |  $WAT | WATERS CORP /DE/ | $115,249 | 0.0% | NEW | 69.9 |
| 233 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $110,894 | 0.0% | +0% | 75.4 |
| 234 | — | VANGUARD STAR FDS | $109,573 | 0.0% | +21% | — |
| 235 | — | ISHARES TR | $108,314 | 0.0% | +0% | — |
| 236 | — | VANGUARD WORLD FD | $107,449 | 0.0% | -26% | — |
| 237 | — | ISHARES TR | $106,050 | 0.0% | +0% | — |
| 238 | — | VANGUARD SPECIALIZED FUNDS | $105,164 | 0.0% | +0% | — |
| 239 |  $PFH | PRUDENTIAL FINANCIAL INC | $97,690 | 0.0% | +0% | 58.6 |
| 240 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $91,558 | 0.0% | +0% | — |
| 241 |  $DLR | DIGITAL REALTY TRUST, INC. | $90,105 | 0.0% | +0% | 70.2 |
| 242 |  $PFE | PFIZER INC | $89,856 | 0.0% | +0% | 69 |
| 243 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $88,178 | 0.0% | +75% | — |
| 244 |  $BN | BROOKFIELD Corp /ON/ | $84,987 | 0.0% | +0% | — |
| 245 |  $NZF | Nuveen Municipal Credit Income Fund | $84,956 | 0.0% | +0% | — |
| 246 |  $IBIT | iShares Bitcoin Trust ETF | $84,331 | 0.0% | +1% | — |
| 247 | $WT | WisdomTree, Inc. | $83,775 | 0.0% | +0% | 62.9 |
| 248 |  $TRV | TRAVELERS COMPANIES, INC. | $83,129 | 0.0% | +0% | 71.5 |
| 249 | — | SELECT SECTOR SPDR TR | $81,069 | 0.0% | +0% | — |
| 250 |  $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | $80,940 | 0.0% | +0% | 54.6 |
| 251 | — | ISHARES TR | $80,858 | 0.0% | -56% | — |
| 252 |  $GPC | GENUINE PARTS CO | $79,313 | 0.0% | +0% | 54.2 |
| 253 |  $DGX | QUEST DIAGNOSTICS INC | $74,276 | 0.0% | +0% | 69.1 |
| 254 | — | VANGUARD WORLD FD | $73,236 | 0.0% | +0% | — |
| 255 |  $BP | BP PLC | $71,910 | 0.0% | +0% | — |
| 256 |  $SRE | SEMPRA | $71,906 | 0.0% | -95% | 47.6 |
| 257 |  $CC | Chemours Co | $69,395 | 0.0% | +0% | 36.5 |
| 258 |  $OGS | ONE Gas, Inc. | $68,904 | 0.0% | +0% | — |
| 259 |  $WTRG | Essential Utilities, Inc. | $68,177 | 0.0% | +0% | 70.9 |
| 260 |  $VMC | Vulcan Materials CO | $66,441 | 0.0% | +0% | 66.6 |
| 261 |  $CRWV | CoreWeave, Inc. | $66,159 | 0.0% | +0% | 46.5 |
| 262 |  $INTU | INTUIT INC. | $66,154 | 0.0% | +0% | 82 |
| 263 | — | VANGUARD MALVERN FDS | $65,435 | 0.0% | -11% | — |
| 264 |  $NKE | NIKE, Inc. | $65,286 | 0.0% | +0% | 53.4 |
| 265 | — | J P MORGAN EXCHANGE TRADED F | $65,239 | 0.0% | -70% | — |
| 266 | — | ISHARES TR | $64,971 | 0.0% | +0% | — |
| 267 |  $RIO | RIO TINTO PLC | $64,837 | 0.0% | +0% | — |
| 268 | — | VANGUARD BD INDEX FDS | $64,140 | 0.0% | -3% | — |
| 269 | — | VANGUARD WORLD FD | $64,025 | 0.0% | +0% | — |
| 270 |  $STT | STATE STREET CORP | $63,280 | 0.0% | +0% | 61.5 |
| 271 |  $DINO | HF Sinclair Corp | $62,390 | 0.0% | +0% | 54 |
| 272 |  $Q | Qnity Electronics, Inc. | $61,382 | 0.0% | NEW | — |
| 273 | — | SPDR SERIES TRUST | $61,252 | 0.0% | +0% | — |
| 274 |  $T | AT&T INC. | $60,531 | 0.0% | +248% | 71.9 |
| 275 |  $D | DOMINION ENERGY, INC | $60,089 | 0.0% | +0% | 74.9 |
| 276 |  $AZO | AUTOZONE INC | $57,422 | 0.0% | +0% | 66.5 |
| 277 | $WT | WisdomTree, Inc. | $53,598 | 0.0% | +0% | 62.9 |
| 278 | — | VANGUARD SCOTTSDALE FDS | $52,103 | 0.0% | +0% | — |
| 279 |  $DOV | DOVER Corp | $50,653 | 0.0% | -6% | 63.1 |
| 280 | — | SELECT SECTOR SPDR TR | $50,580 | 0.0% | +0% | — |
| 281 |  $ETR | ENTERGY CORP /DE/ | $50,562 | 0.0% | -1% | 65.1 |
| 282 |  $STAG | STAG Industrial, Inc. | $50,484 | 0.0% | +0% | 67.8 |
| 283 | — | ISHARES TR | $49,158 | 0.0% | +0% | — |
| 284 |  $CACI | CACI INTERNATIONAL INC /DE/ | $48,948 | 0.0% | +0% | 66.7 |
| 285 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $48,626 | 0.0% | +0% | — |
| 286 |  $DD | DuPont de Nemours, Inc. | $48,273 | 0.0% | +3% | 31.1 |
| 287 |  $BA | BOEING CO | $47,767 | 0.0% | +1% | 51.8 |
| 288 | — | VANGUARD INDEX FDS | $47,095 | 0.0% | -87% | — |
| 289 |  $BF-A | BROWN FORMAN CORP | $46,296 | 0.0% | +0% | 65.1 |
| 290 |  $ROST | ROSS STORES, INC. | $45,492 | 0.0% | -52% | 71.5 |
| 291 |  $DTB | DTE ENERGY CO | $43,866 | 0.0% | +0% | — |
| 292 |  $GM | General Motors Co | $43,583 | 0.0% | -86% | 58.7 |
| 293 |  $DRI | DARDEN RESTAURANTS INC | $43,129 | 0.0% | +0% | 68.6 |
| 294 |  $WRB | BERKLEY W R CORP | $41,226 | 0.0% | +0% | 71.8 |
| 295 |  $LEN | LENNAR CORP /NEW/ | $40,728 | 0.0% | -49% | 49.2 |
| 296 |  $WDC | WESTERN DIGITAL CORP | $40,574 | 0.0% | +0% | 76.8 |
| 297 |  $SNPS | SYNOPSYS INC | $40,334 | 0.0% | +0% | 63.1 |
| 298 | — | ISHARES TR | $40,149 | 0.0% | +3% | — |
| 299 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $37,990 | 0.0% | NEW | 55.4 |
| 300 | — | INVESCO EXCHANGE TRADED FD T | $37,843 | 0.0% | -93% | — |
| 301 |  $INTC | INTEL CORP | $36,407 | 0.0% | +560% | 41.5 |
| 302 | — | VANECK ETF TRUST | $35,725 | 0.0% | +0% | — |
| 303 | — | ISHARES TR | $34,425 | 0.0% | +0% | — |
| 304 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $34,320 | 0.0% | +164% | 66.3 |
| 305 | — | PACER FDS TR | $32,531 | 0.0% | +0% | — |
| 306 | — | ISHARES TR | $31,406 | 0.0% | -46% | — |
| 307 | — | VANGUARD BD INDEX FDS | $31,258 | 0.0% | +0% | — |
| 308 |  $BSX | BOSTON SCIENTIFIC CORP | $31,187 | 0.0% | NEW | 79.9 |
| 309 |  $DOW | DOW INC. | $30,738 | 0.0% | -25% | 38 |
| 310 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $29,803 | 0.0% | +0% | — |
| 311 |  $HIMS | Hims & Hers Health, Inc. | $29,541 | 0.0% | NEW | 50.9 |
| 312 |  $WEC | WEC ENERGY GROUP, INC. | $28,827 | 0.0% | +0% | 67 |
| 313 | — | ISHARES TR | $28,807 | 0.0% | +0% | — |
| 314 |  $CARR | CARRIER GLOBAL Corp | $25,903 | 0.0% | +0% | 61.5 |
| 315 |  $TGT | TARGET CORP | $25,573 | 0.0% | -65% | 53.1 |
| 316 | — | ISHARES TR | $25,292 | 0.0% | +0% | — |
| 317 |  $HOLX | HOLOGIC INC | $24,567 | 0.0% | -19% | 62.3 |
| 318 |  $IBKR | Interactive Brokers Group, Inc. | $22,804 | 0.0% | +0% | 75.5 |
| 319 |  $TER | TERADYNE, INC | $22,235 | 0.0% | +0% | 74.6 |
| 320 |  $TM | TOYOTA MOTOR CORP/ | $22,052 | 0.0% | -17% | — |
| 321 |  $CVS | CVS HEALTH Corp | $21,546 | 0.0% | NEW | 51.3 |
| 322 | — | ISHARES TR | $20,838 | 0.0% | -73% | — |
| 323 |  $MUSA | Murphy USA Inc. | $20,747 | 0.0% | +0% | 53.2 |
| 324 |  $DTM | DT Midstream, Inc. | $20,201 | 0.0% | +0% | 74.5 |
| 325 |  $CTVA | Corteva, Inc. | $19,672 | 0.0% | +0% | 48.4 |
| 326 |  $EBC | Eastern Bankshares, Inc. | $19,560 | 0.0% | +0% | 62.3 |
| 327 |  $DVA | DAVITA INC. | $19,211 | 0.0% | +0% | 57.5 |
| 328 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $19,071 | 0.0% | +0% | 56.5 |
| 329 | — | ISHARES TR | $17,945 | 0.0% | +0% | — |
| 330 |  $GNTX | GENTEX CORP | $17,917 | 0.0% | +0% | 65.5 |
| 331 |  $ZTS | Zoetis Inc. | $16,313 | 0.0% | -81% | 72.6 |
| 332 |  $CCJ | CAMECO CORP | $16,292 | 0.0% | +0% | — |
| 333 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $16,246 | 0.0% | +23% | 61.4 |
| 334 |  $LH | LABCORP HOLDINGS INC. | $16,009 | 0.0% | +0% | 54.8 |
| 335 |  $RMD | RESMED INC | $15,265 | 0.0% | +0% | 79.8 |
| 336 | — | ISHARES TR | $14,781 | 0.0% | +0% | — |
| 337 |  $BBT | Beacon Financial Corp | $14,730 | 0.0% | +0% | 46.9 |
| 338 | — | SPDR SERIES TRUST | $14,050 | 0.0% | +57% | — |
| 339 |  $DHI | HORTON D R INC /DE/ | $13,996 | 0.0% | +0% | 54.6 |
| 340 |  $ISRG | INTUITIVE SURGICAL INC | $13,830 | 0.0% | +0% | 81.4 |
| 341 | — | SCHWAB STRATEGIC TR | $13,806 | 0.0% | +0% | — |
| 342 |  $TFC | TRUIST FINANCIAL CORP | $13,791 | 0.0% | +0% | — |
| 343 |  $USB | US BANCORP DE | $13,783 | 0.0% | +0% | 71.4 |
| 344 | — | JOHN HANCOCK EXCHANGE TRADED | $13,697 | 0.0% | +0% | — |
| 345 | — | PIMCO ETF TR | $13,617 | 0.0% | +0% | — |
| 346 |  $BNS | BANK OF NOVA SCOTIA | $13,515 | 0.0% | +0% | — |
| 347 | — | VANGUARD INDEX FDS | $13,305 | 0.0% | +0% | — |
| 348 |  $ECL | ECOLAB INC. | $13,301 | 0.0% | +0% | 64.3 |
| 349 | — | ISHARES INC | $13,285 | 0.0% | -96% | — |
| 350 |  $DIS | Walt Disney Co | $13,108 | 0.0% | NEW | 68.9 |
| 351 |  $SPGI | S&P Global Inc. | $12,760 | 0.0% | +0% | 79.4 |
| 352 |  $AN | AUTONATION, INC. | $12,692 | 0.0% | +0% | 51 |
| 353 |  $WY | WEYERHAEUSER CO | $11,971 | 0.0% | +23% | 52.9 |
| 354 | — | FIRST TR EXCHANGE-TRADED FD | $11,702 | 0.0% | +0% | — |
| 355 |  $SUN | Sunoco LP | $11,695 | 0.0% | +0% | 64.8 |
| 356 |  $OTIS | Otis Worldwide Corp | $10,945 | 0.0% | +58% | 60.3 |
| 357 |  $LRCX | LAM RESEARCH CORP | $10,683 | 0.0% | +0% | 82.4 |
| 358 | — | FIRST TR EXCHANGE-TRADED FD | $10,530 | 0.0% | +0% | — |
| 359 |  $HSY | HERSHEY CO | $10,395 | 0.0% | +0% | 59.4 |
| 360 |  $CLX | CLOROX CO /DE/ | $10,363 | 0.0% | +0% | 63.5 |
| 361 |  $VRT | Vertiv Holdings Co | $10,023 | 0.0% | NEW | 82.7 |
| 362 | — | ISHARES TR | $10,006 | 0.0% | +0% | — |
| 363 |  $AON | Aon plc | $9,683 | 0.0% | +0% | — |
| 364 |  $MDLZ | Mondelez International, Inc. | $9,626 | 0.0% | +67% | 53.9 |
| 365 |  $PWR | QUANTA SERVICES, INC. | $9,333 | 0.0% | NEW | 62.6 |
| 366 |  $CAH | CARDINAL HEALTH INC | $9,298 | 0.0% | +0% | 58.6 |
| 367 |  $ASML | ASML HOLDING NV | $9,246 | 0.0% | NEW | — |
| 368 |  $TKR | TIMKEN CO | $8,850 | 0.0% | +0% | 50.7 |
| 369 | — | VANECK ETF TRUST | $8,800 | 0.0% | +0% | — |
| 370 |  $TXT | TEXTRON INC | $8,756 | 0.0% | +0% | 58.2 |
| 371 |  $KMI | KINDER MORGAN, INC. | $7,779 | 0.0% | +1% | 74.6 |
| 372 |  $NGG | NATIONAL GRID PLC | $7,699 | 0.0% | +0% | — |
| 373 |  $PSKY | Paramount Skydance Corp | $7,595 | 0.0% | +0% | 62.5 |
| 374 |  $GIS | GENERAL MILLS INC | $7,444 | 0.0% | -91% | 64.1 |
| 375 |  $ADSK | Autodesk, Inc. | $6,943 | 0.0% | +16% | 76.4 |
| 376 |  $C | CITIGROUP INC | $5,784 | 0.0% | -38% | 54.8 |
| 377 |  $RSG | REPUBLIC SERVICES, INC. | $5,695 | 0.0% | +0% | 72 |
| 378 |  $DXCM | DEXCOM INC | $5,024 | 0.0% | +0% | 77.9 |
| 379 |  $MRVL | Marvell Technology, Inc. | $4,853 | 0.0% | NEW | 77.3 |
| 380 |  $PYPL | PayPal Holdings, Inc. | $4,523 | 0.0% | NEW | 70.5 |
| 381 | $DOV | DOVER Corp | $4,150 | 0.0% | +0% | 63.1 |
| 382 |  $FCX | FREEPORT-MCMORAN INC | $4,056 | 0.0% | NEW | 73.1 |
| 383 | — | ISHARES TR | $3,790 | 0.0% | -76% | — |
| 384 |  $KHC | Kraft Heinz Co | $3,666 | 0.0% | NEW | 42.5 |
| 385 |  $ITT | ITT INC. | $3,430 | 0.0% | +0% | 63.1 |
| 386 |  $INCY | INCYTE CORP | $3,294 | 0.0% | +0% | 81.2 |
| 387 |  $MMM | 3M CO | $3,195 | 0.0% | -78% | 60.7 |
| 388 |  $COF | CAPITAL ONE FINANCIAL CORP | $2,554 | 0.0% | NEW | 71 |
| 389 |  $HLT | Hilton Worldwide Holdings Inc. | $2,129 | 0.0% | NEW | 73.1 |
| 390 |  $ALV | AUTOLIV INC | $1,998 | 0.0% | +0% | 56.9 |
| 391 |  $LNG | Cheniere Energy, Inc. | $1,986 | 0.0% | NEW | 48.4 |
| 392 |  $ALC | ALCON INC | $1,884 | 0.0% | +0% | — |
| 393 |  $VST | Vistra Corp. | $1,804 | 0.0% | NEW | 62.9 |
| 394 | — | ISHARES TR | $1,768 | 0.0% | +0% | — |
| 395 |  $RIVN | Rivian Automotive, Inc. / DE | $1,505 | 0.0% | +0% | 36 |
| 396 |  $SNY | Sanofi | $1,445 | 0.0% | +0% | — |
| 397 |  $VLTO | Veralto Corp | $1,415 | 0.0% | +0% | 74.4 |
| 398 |  $GILD | GILEAD SCIENCES, INC. | $1,394 | 0.0% | +0% | 77.8 |
| 399 |  $FTV | Fortive Corp | $1,382 | 0.0% | +0% | 55.9 |
| 400 |  $GBTC | Grayscale Bitcoin Trust ETF | $1,161 | 0.0% | +0% | — |
| 401 |  $UGI | UGI CORP /PA/ | $1,093 | 0.0% | +0% | 70.3 |
| 402 |  $VSNT | Versant Media Group, Inc. | $851 | 0.0% | NEW | — |
| 403 | — | VANECK ETF TRUST | $580 | 0.0% | -96% | — |
| 404 |  $WHR | WHIRLPOOL CORP /DE/ | $485 | 0.0% | +0% | 40.6 |
| 405 |  $AXON | AXON ENTERPRISE, INC. | $425 | 0.0% | NEW | 55.6 |
| 406 |  $RAL | Ralliant Corp | $333 | 0.0% | +0% | 36.3 |
| 407 |  $BAX | BAXTER INTERNATIONAL INC | $252 | 0.0% | +0% | 45.7 |
| 408 |  $AWK | American Water Works Company, Inc. | $136 | 0.0% | NEW | 61.7 |
New Positions (24)
$LAZ Lazard, Inc.$2.3M$ETHW Bitwise Ethereum ETF$334,455 GLOBAL X FDS$193,031
$WAT WATERS CORP /DE/$115,249$Q Qnity Electronics, Inc.$61,382$HII HUNTINGTON INGALLS INDUSTRIES, INC.$37,990$BSX BOSTON SCIENTIFIC CORP$31,187$HIMS Hims & Hers Health, Inc.$29,541$CVS CVS HEALTH Corp$21,546$DIS Walt Disney Co$13,108$VRT Vertiv Holdings Co$10,023$PWR QUANTA SERVICES, INC.$9,333$ASML ASML HOLDING NV$9,246$MRVL Marvell Technology, Inc.$4,853$PYPL PayPal Holdings, Inc.$4,523Exited Positions (17)
$AMP AMERIPRISE FINANCIAL INC
$VOYA Voya Financial, Inc.
$CRDO Credo Technology Group Holding Ltd
$RVT ROYCE SMALL-CAP TRUST, INC.
$FDS FACTSET RESEARCH SYSTEMS INC EXCHANGE TRADED CONCEPTS TRU
$MIDD MIDDLEBY Corp
$MET METLIFE INC
$CMG CHIPOTLE MEXICAN GRILL INC POTLATCHDELTIC CORPORATION
$AMCR Amcor plc
$GF NEW GERMANY FUND INC
$RGT ROYCE GLOBAL TRUST, INC.
$SPOT Spotify Technology S.A.
$PTY PIMCO CORPORATE & INCOME OPPORTUNITY FUNDBrowse Top Institutional Investors
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