Baldwin Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1346378
Institutional-grade research for retail investors
13F Reported Value
ⓘ$855.7M
Holdings
210
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Baldwin Investment Management, LLC disclosed 210 positions worth $855.7M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 46.6% of the equity portfolio, followed by $AVGO and $NVDA. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $PLTR and a full exit from $CCZ. The portfolio is most concentrated in Financials (54.5% of disclosed assets). All figures are sourced directly from Baldwin Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1346378.
AI Fund Analysis
Diversifying
$BRK-A46.6% weight
Held 5 quarters
$AVGO2.6% weight
Held 9 quarters
$NVDA2.3% weight
Held 9 quarters
$LRCX2.2% weight
Held 7 quarters
$AAPL2.1% weight
Held 9 quarters
$ABT8 quarters accumulating
Vanguard Total Stock Marke
8 quarters accumulating
$PANW7 quarters accumulating
$COST5 quarters accumulating
$SPGI5 quarters accumulating
Sector Allocation
FinancialsTechnologyIndustrialsHealthcareConsumer DiscretionaryOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.5#634
Quality
$398.6M555 sh - 86.4#9
Quality
$22.1M71,361 sh - 90.2#1
Quality
$19.9M114,277 sh - 82.4
Quality
$18.9M88,594 sh - 76.1
Quality
$17.9M70,571 sh - 35.6
Quality
$14.2M48,174 sh - 83.7
Quality
$12.2M32,974 sh - 67.0
Quality
$11.5M11,581 sh - 89.3
Quality
$10.1M10,940 sh - 80.2
Quality
$9.6M33,454 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $398.6M | 555 |
| Broadcom Inc.$AVGO | 86.4#9 | $22.1M | 71,361 |
| NVIDIA CORP$NVDA | 90.2#1 | $19.9M | 114,277 |
| LAM RESEARCH CORP$LRCX | 82.4 | $18.9M | 88,594 |
| Apple Inc.$AAPL | 76.1 | $17.9M | 70,571 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $14.2M | 48,174 |
 MICROSOFT CORP$MSFT | 83.7 | $12.2M | 32,974 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $11.5M | 11,581 |
 ELI LILLY & Co$LLY | 89.3 | $10.1M | 10,940 |
 Alphabet Inc.$GOOG | 80.2 | $9.6M | 33,454 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Baldwin Investment Management, LLC's 210 positions.
Showing top 10 of 210 holdings.
Sector Allocation
Financials
$466.4M
Technology
$139.9M
Industrials
$60.6M
Healthcare
$47.0M
Consumer Discretionary
$45.5M
Other
$28.8M
Energy
$26.5M
Materials
$14.2M
Full Holdings — Baldwin Investment Management, LLC (Q1 2026)
All 210 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 | $BRK.A | BERKSHIRE HATHAWAY INC | $398.6M | 46.6% | -0% | 64.5 |
| 2 | $AVGO | Broadcom Inc. | $22.1M | 2.6% | -3% | 86.4 |
| 3 | $NVDA | NVIDIA CORP | $19.9M | 2.3% | -1% | 90.2 |
| 4 | $LRCX | LAM RESEARCH CORP | $18.9M | 2.2% | -10% | 82.4 |
| 5 | $AAPL | Apple Inc. | $17.9M | 2.1% | +1% | 76.1 |
| 6 | $JPM | JPMORGAN CHASE & CO | $14.2M | 1.7% | +0% | 35.6 |
| 7 | $MSFT | MICROSOFT CORP | $12.2M | 1.4% | +2% | 83.7 |
| 8 | $COST | COSTCO WHOLESALE CORP /NEW | $11.5M | 1.4% | +2% | 67 |
| 9 | $LLY | ELI LILLY & Co | $10.1M | 1.2% | -0% | 89.3 |
| 10 | $GOOG | Alphabet Inc. | $9.6M | 1.1% | -1% | 80.2 |
| 11 |  $XOM | EXXON MOBIL CORP | $9.4M | 1.1% | -2% | 61.8 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.3M | 1.1% | +7% | 64.5 |
| 13 |  $AMZN | AMAZON COM INC | $8.7M | 1.0% | +2% | 74.6 |
| 14 |  $RTX | RTX Corp | $8.6M | 1.0% | -1% | 70 |
| 15 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $7.3M | 0.8% | -0% | 66.4 |
| 16 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.0M | 0.8% | +1% | 76.6 |
| 17 |  $V | VISA INC. | $6.5M | 0.8% | +0% | 83.5 |
| 18 |  $ABBV | AbbVie Inc. | $6.2M | 0.7% | -0% | 59.3 |
| 19 |  $VRT | Vertiv Holdings Co | $6.0M | 0.7% | +0% | 82.7 |
| 20 |  $CAT | CATERPILLAR INC | $5.7M | 0.7% | -2% | 67.8 |
| 21 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.6M | 0.7% | +1% | — |
| 22 |  $LIN | LINDE PLC | $5.6M | 0.7% | -0% | — |
| 23 | — | Vanguard S&P 500 Etf | $5.5M | 0.6% | +3% | — |
| 24 |  $GS | GOLDMAN SACHS GROUP INC | $5.3M | 0.6% | -1% | — |
| 25 |  $ISRG | INTUITIVE SURGICAL INC | $5.0M | 0.6% | +2% | 81.4 |
| 26 | $SPGI | S&P Global Inc. | $4.7M | 0.6% | +6% | 79.4 |
| 27 |  $ETN | Eaton Corp plc | $4.6M | 0.5% | +0% | — |
| 28 |  $BLK | BlackRock, Inc. | $4.4M | 0.5% | +0% | 70.3 |
| 29 |  $BKR | Baker Hughes Co | $4.4M | 0.5% | -3% | 63.4 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $4.3M | 0.5% | -0% | 72.8 |
| 31 |  $GOOGL | Alphabet Inc. | $4.3M | 0.5% | -3% | 80.2 |
| 32 | $PANW | Palo Alto Networks Inc | $4.3M | 0.5% | +8% | 66.5 |
| 33 | $ABT | ABBOTT LABORATORIES | $4.1M | 0.5% | +1% | 67 |
| 34 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.0M | 0.5% | -0% | 63.7 |
| 35 |  $HD | HOME DEPOT, INC. | $3.8M | 0.5% | +5% | 69.2 |
| 36 |  $ROK | ROCKWELL AUTOMATION, INC | $3.7M | 0.4% | -0% | 68.2 |
| 37 |  $NEE | NEXTERA ENERGY INC | $3.5M | 0.4% | -0% | 71.7 |
| 38 |  $MS | MORGAN STANLEY | $3.2M | 0.4% | -1% | — |
| 39 |  $UNP | UNION PACIFIC CORP | $3.1M | 0.4% | -0% | 74 |
| 40 |  $TJX | TJX COMPANIES INC /DE/ | $2.9M | 0.3% | +0% | 70.7 |
| 41 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.9M | 0.3% | +7% | 71 |
| 42 | — | Vanguard Total Stock Market ETF | $2.7M | 0.3% | +11% | — |
| 43 |  $ZTS | Zoetis Inc. | $2.6M | 0.3% | +1% | 72.6 |
| 44 |  $ADSK | Autodesk, Inc. | $2.6M | 0.3% | +121% | 76.4 |
| 45 |  $WM | WASTE MANAGEMENT INC | $2.5M | 0.3% | -0% | 70.7 |
| 46 |  $LOW | LOWES COMPANIES INC | $2.4M | 0.3% | +0% | 63.5 |
| 47 |  $DRI | DARDEN RESTAURANTS INC | $2.3M | 0.3% | -1% | 68.6 |
| 48 |  $MCD | MCDONALDS CORP | $2.3M | 0.3% | -4% | 73.9 |
| 49 |  $DHR | DANAHER CORP /DE/ | $2.3M | 0.3% | -2% | 63.9 |
| 50 |  $DE | DEERE & CO | $2.1M | 0.3% | +15% | 57.4 |
| 51 |  $MA | Mastercard Inc | $2.1M | 0.3% | +0% | 81.7 |
| 52 |  $FCX | FREEPORT-MCMORAN INC | $2.1M | 0.3% | -4% | 73.1 |
| 53 |  $AXP | AMERICAN EXPRESS CO | $2.1M | 0.2% | +0% | 73.2 |
| 54 |  $DELL | Dell Technologies Inc. | $2.0M | 0.2% | +97% | 76 |
| 55 |  $CB | Chubb Ltd | $2.0M | 0.2% | -2% | — |
| 56 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2.0M | 0.2% | +0% | 60.7 |
| 57 | — | Vanguard Total Interntl Stk | $1.9M | 0.2% | -3% | — |
| 58 |  $TMUS | T-Mobile US, Inc. | $1.9M | 0.2% | -5% | 72.7 |
| 59 |  $IBN | ICICI BANK LTD | $1.9M | 0.2% | +9% | — |
| 60 |  $ACN | Accenture plc | $1.9M | 0.2% | -4% | — |
| 61 | — | iShares S&P Smallcap 600 | $1.9M | 0.2% | +1% | — |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.2% | -31% | — |
| 63 |  $PEP | PEPSICO INC | $1.8M | 0.2% | +0% | 62.7 |
| 64 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.8M | 0.2% | +2% | 69.8 |
| 65 |  $ULTA | Ulta Beauty, Inc. | $1.8M | 0.2% | +0% | 66.6 |
| 66 |  $CVX | CHEVRON CORP | $1.8M | 0.2% | +0% | 54.7 |
| 67 |  $ASML | ASML HOLDING NV | $1.8M | 0.2% | +0% | — |
| 68 |  $SO | SOUTHERN CO | $1.8M | 0.2% | +7% | 65.1 |
| 69 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.2% | +8% | 66.7 |
| 70 |  $DIS | Walt Disney Co | $1.7M | 0.2% | +80% | 68.9 |
| 71 |  $VIK | Viking Holdings Ltd | $1.6M | 0.2% | -5% | — |
| 72 |  $AXTA | Axalta Coating Systems Ltd. | $1.5M | 0.2% | -7% | — |
| 73 |  $META | Meta Platforms, Inc. | $1.5M | 0.2% | +12% | 80.9 |
| 74 |  $WMT | Walmart Inc. | $1.4M | 0.2% | +18% | 63.2 |
| 75 |  $SNPS | SYNOPSYS INC | $1.4M | 0.2% | +16% | 63.1 |
| 76 |  $ICE | Intercontinental Exchange, Inc. | $1.4M | 0.2% | +0% | 73.8 |
| 77 |  $FANG | Diamondback Energy, Inc. | $1.4M | 0.2% | -15% | 81.4 |
| 78 |  $BWA | BORGWARNER INC | $1.4M | 0.2% | +6% | 57.2 |
| 79 |  $BX | Blackstone Inc. | $1.4M | 0.2% | +0% | 68 |
| 80 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.2% | +0% | 65.7 |
| 81 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.3M | 0.2% | +0% | 68.8 |
| 82 |  $CTVA | Corteva, Inc. | $1.3M | 0.2% | +0% | 48.4 |
| 83 |  $SBUX | STARBUCKS CORP | $1.3M | 0.1% | +0% | 54.6 |
| 84 |  $CME | CME GROUP INC. | $1.3M | 0.1% | -0% | 74.5 |
| 85 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.1% | -2% | 66.5 |
| 86 | — | Vanguard Mid Cap Growth | $1.3M | 0.1% | +0% | — |
| 87 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.1% | +23% | 77.3 |
| 88 |  $RYAAY | RYANAIR HOLDINGS PLC | $1.2M | 0.1% | +0% | — |
| 89 |  $FSLR | FIRST SOLAR, INC. | $1.2M | 0.1% | -2% | 73.8 |
| 90 |  $EW | Edwards Lifesciences Corp | $1.1M | 0.1% | -5% | 67.6 |
| 91 |  $NKE | NIKE, Inc. | $1.1M | 0.1% | +0% | 53.4 |
| 92 |  $MDLZ | Mondelez International, Inc. | $1.1M | 0.1% | -1% | 53.9 |
| 93 |  $TT | Trane Technologies plc | $1.1M | 0.1% | +0% | — |
| 94 |  $ARCC | ARES CAPITAL CORP | $1.1M | 0.1% | -2% | — |
| 95 |  $COR | Cencora, Inc. | $1.1M | 0.1% | +0% | 59.6 |
| 96 |  $IVZ | Invesco Ltd. | $1.1M | 0.1% | -1% | — |
| 97 |  $PLD | Prologis, Inc. | $1.1M | 0.1% | -2% | 67.5 |
| 98 |  $YUM | YUM BRANDS INC | $1.0M | 0.1% | +0% | 71.7 |
| 99 |  $PFE | PFIZER INC | $1.0M | 0.1% | -5% | 69 |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $1.0M | 0.1% | +0% | 72.3 |
| 101 | — | Vanguard Small Cap Value | $1.0M | 0.1% | +1% | — |
| 102 |  $ADBE | ADOBE INC. | $1.0M | 0.1% | -22% | 80.4 |
| 103 |  $INFY | Infosys Ltd | $1.0M | 0.1% | +0% | — |
| 104 |  $EXE | EXPAND ENERGY Corp | $1.0M | 0.1% | +21% | 83.9 |
| 105 |  $SHOP | SHOPIFY INC. | $999,136 | 0.1% | +0% | — |
| 106 |  $KO | COCA COLA CO | $967,356 | 0.1% | +0% | 74 |
| 107 |  $ZS | Zscaler, Inc. | $966,177 | 0.1% | +0% | 57.9 |
| 108 |  $MCK | MCKESSON CORP | $960,550 | 0.1% | -6% | 63.7 |
| 109 |  $DUK | Duke Energy CORP | $958,718 | 0.1% | -6% | 64 |
| 110 |  $ADI | ANALOG DEVICES INC | $957,601 | 0.1% | +0% | 76.2 |
| 111 |  $DDOG | Datadog, Inc. | $948,532 | 0.1% | -6% | 62.9 |
| 112 |  $BROS | Dutch Bros Inc. | $933,917 | 0.1% | +5% | 65.9 |
| 113 |  $APD | Air Products & Chemicals, Inc. | $901,390 | 0.1% | +0% | 41.2 |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $900,656 | 0.1% | +0% | 68.4 |
| 115 |  $VMC | Vulcan Materials CO | $881,707 | 0.1% | +0% | 66.6 |
| 116 |  $KMB | KIMBERLY CLARK CORP | $854,435 | 0.1% | -22% | 61.7 |
| 117 |  $PG | PROCTER & GAMBLE Co | $854,004 | 0.1% | +0% | 72.9 |
| 118 |  $BA | BOEING CO | $839,907 | 0.1% | +88% | 51.8 |
| 119 |  $NXPI | NXP Semiconductors N.V. | $833,702 | 0.1% | +0% | — |
| 120 | — | iShares Russell Midcap Index Fd | $813,134 | 0.1% | +0% | — |
| 121 |  $NVO | NOVO NORDISK A S | $791,926 | 0.1% | +0% | — |
| 122 |  $UNH | UNITEDHEALTH GROUP INC | $783,087 | 0.1% | +1% | 66.8 |
| 123 |  $LMT | LOCKHEED MARTIN CORP | $770,597 | 0.1% | +0% | 65 |
| 124 |  $WELL | WELLTOWER INC. | $766,324 | 0.1% | -5% | 75.7 |
| 125 | — | Schwab US Dividend Equity ETF | $762,075 | 0.1% | +16% | — |
| 126 |  $GXO | GXO Logistics, Inc. | $760,484 | 0.1% | -2% | 51.9 |
| 127 | — | Technology Select Sector SPDR Fund | $757,530 | 0.1% | +0% | — |
| 128 | — | Schwab International Equity Fund | $746,281 | 0.1% | +0% | — |
| 129 |  $ORCL | ORACLE CORP | $731,872 | 0.1% | -32% | 67.2 |
| 130 |  $BEPC | Brookfield Renewable Corp | $700,422 | 0.1% | +0% | — |
| 131 |  $BSX | BOSTON SCIENTIFIC CORP | $692,446 | 0.1% | -14% | 79.9 |
| 132 |  $FTV | Fortive Corp | $688,844 | 0.1% | +0% | 55.9 |
| 133 | — | Ishares MSCI India Index | $683,677 | 0.1% | -22% | — |
| 134 |  $CTAS | CINTAS CORP | $676,560 | 0.1% | +0% | 76.3 |
| 135 | — | iShares MSCI Japan Index Fund | $668,849 | 0.1% | +0% | — |
| 136 |  $CI | Cigna Group | $666,875 | 0.1% | +0% | 66.8 |
| 137 |  $GLW | CORNING INC /NY | $660,814 | 0.1% | -33% | 72.7 |
| 138 |  $CMI | CUMMINS INC | $659,075 | 0.1% | -1% | 58.9 |
| 139 |  $MRK | Merck & Co., Inc. | $645,957 | 0.1% | +0% | 70.9 |
| 140 |  $ADP | AUTOMATIC DATA PROCESSING INC | $630,671 | 0.1% | +0% | 77.9 |
| 141 |  $NFLX | NETFLIX INC | $629,783 | 0.1% | +96% | 86.7 |
| 142 | — | Vanguard Dividend Appreciation ETF | $624,955 | 0.1% | +0% | — |
| 143 | — | Ishares Tr Russell 2000 Index Fd | $624,479 | 0.1% | +9% | — |
| 144 |  $ITUB | Itau Unibanco Holding S.A. | $623,883 | 0.1% | +0% | — |
| 145 |  $CARR | CARRIER GLOBAL Corp | $616,031 | 0.1% | -1% | 61.5 |
| 146 | — | iShares TIPS Bond Fund | $573,872 | 0.1% | +0% | — |
| 147 |  $IMNM | Immunome Inc. | $570,095 | 0.1% | -46% | 5.8 |
| 148 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $563,508 | 0.1% | +0% | 70.9 |
| 149 |  $SRAD | Sportradar Group AG | $546,176 | 0.1% | +0% | — |
| 150 | — | Carnival Corp | $544,748 | 0.1% | +0% | — |
| 151 |  $PLTR | Palantir Technologies Inc. | $537,725 | 0.1% | NEW | 85.8 |
| 152 | — | Vanguard Mid Cap Value | $524,676 | 0.1% | +0% | — |
| 153 |  $PH | Parker-Hannifin Corp | $517,449 | 0.1% | -4% | 73.8 |
| 154 |  $BMY | BRISTOL MYERS SQUIBB CO | $509,448 | 0.1% | +0% | 70.1 |
| 155 |  $AMRZ | Amrize Ltd | $507,261 | 0.1% | +1% | — |
| 156 |  $UBER | Uber Technologies, Inc | $493,656 | 0.1% | -56% | 79.3 |
| 157 | — | Schwab US Broad Market ETF | $482,224 | 0.1% | +0% | — |
| 158 |  $CL | COLGATE PALMOLIVE CO | $474,134 | 0.1% | +0% | 72.4 |
| 159 |  $PSX | Phillips 66 | $473,668 | 0.1% | +0% | 47.6 |
| 160 |  $HSBC | HSBC HOLDINGS PLC | $470,770 | 0.1% | +0% | — |
| 161 |  $IQV | IQVIA HOLDINGS INC. | $470,349 | 0.1% | +8% | 59.7 |
| 162 |  $TCOM | Trip.com Group Ltd | $470,117 | 0.1% | +0% | — |
| 163 | — | Vanguard FTSE Emerging Mkt ETF | $469,582 | 0.1% | +0% | — |
| 164 |  $JCI | Johnson Controls International plc | $453,611 | 0.1% | +0% | — |
| 165 | — | Franklin FTSE South Korea ETF | $447,541 | 0.1% | NEW | — |
| 166 |  $NVR | NVR INC | $428,339 | 0.1% | +0% | 62.3 |
| 167 |  $LDOS | Leidos Holdings, Inc. | $427,680 | 0.1% | +0% | 73.4 |
| 168 |  $CRWD | CrowdStrike Holdings, Inc. | $407,978 | 0.1% | +24% | 55 |
| 169 |  $SHW | SHERWIN WILLIAMS CO | $394,918 | 0.1% | +0% | 65.3 |
| 170 |  $CBT | CABOT CORP | $393,871 | 0.1% | -5% | 56.5 |
| 171 |  $ALL | ALLSTATE CORP | $383,579 | 0.0% | +0% | 76.6 |
| 172 |  $MU | MICRON TECHNOLOGY INC | $371,962 | 0.0% | -15% | 88.4 |
| 173 | — | iShares MSCI EAFE Index Fund | $371,522 | 0.0% | +0% | — |
| 174 |  $GEV | GE Vernova Inc. | $366,618 | 0.0% | +18% | 70.1 |
| 175 | — | Industrial Select Sector SPDR Fund | $359,984 | 0.0% | +19% | — |
| 176 | — | Avantis US Small Cap Value ETF | $358,783 | 0.0% | +18% | — |
| 177 | — | iShares Trust Dow Jones US Tech Fund | $350,141 | 0.0% | +0% | — |
| 178 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $350,125 | 0.0% | +0% | — |
| 179 |  $FDX | FEDEX CORP | $347,988 | 0.0% | +0% | 60.3 |
| 180 |  $BIDU | Baidu, Inc. | $345,625 | 0.0% | +0% | — |
| 181 |  $EXP | EAGLE MATERIALS INC | $341,010 | 0.0% | +0% | 62.7 |
| 182 |  $SHEL | Shell plc | $337,497 | 0.0% | +0% | — |
| 183 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $329,192 | 0.0% | +0% | — |
| 184 |  $CSX | CSX CORP | $323,597 | 0.0% | +0% | 66.4 |
| 185 |  $EXC | EXELON CORP | $316,179 | 0.0% | +0% | 63.9 |
| 186 |  $GLD | SPDR GOLD TRUST | $312,391 | 0.0% | +16% | — |
| 187 | — | Cambria Shareholder Yield ETF | $302,572 | 0.0% | -4% | — |
| 188 |  $DOV | DOVER Corp | $302,253 | 0.0% | +0% | 63.1 |
| 189 |  $AON | Aon plc | $290,502 | 0.0% | +0% | — |
| 190 | — | Vanguard FTSE Developed Markets ETF | $287,893 | 0.0% | +0% | — |
| 191 |  $RPM | RPM INTERNATIONAL INC/DE/ | $273,350 | 0.0% | -13% | 57.3 |
| 192 |  $TTE | TotalEnergies SE | $272,030 | 0.0% | NEW | — |
| 193 |  $TSLA | Tesla, Inc. | $271,006 | 0.0% | +0% | 50.1 |
| 194 |  $NUE | NUCOR CORP | $245,702 | 0.0% | -13% | 58.9 |
| 195 | — | Ishares Tr S&P Midcap | $244,459 | 0.0% | +0% | — |
| 196 |  $VLO | VALERO ENERGY CORP/TX | $237,197 | 0.0% | NEW | 51.4 |
| 197 | — | Schwab US Small Cap ETF | $237,167 | 0.0% | +0% | — |
| 198 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $234,755 | 0.0% | +0% | 74.6 |
| 199 |  $INCY | INCYTE CORP | $233,418 | 0.0% | +16% | 81.2 |
| 200 |  $ON | ON SEMICONDUCTOR CORP | $231,271 | 0.0% | NEW | 42.4 |
| 201 |  $MFG | MIZUHO FINANCIAL GROUP INC | $228,672 | 0.0% | +0% | — |
| 202 |  $XYL | Xylem Inc. | $227,887 | 0.0% | +0% | 65.6 |
| 203 |  $TOST | Toast, Inc. | $224,010 | 0.0% | NEW | 69.5 |
| 204 |  $EQIX | EQUINIX INC | $213,692 | 0.0% | NEW | 61.4 |
| 205 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $209,747 | 0.0% | +8% | — |
| 206 |  $EMR | EMERSON ELECTRIC CO | $207,929 | 0.0% | +0% | 65.9 |
| 207 |  $WFC | WELLS FARGO & COMPANY/MN | $204,722 | 0.0% | +8% | — |
| 208 |  $AMGN | AMGEN INC | $203,721 | 0.0% | NEW | 79.5 |
| 209 |  $HQL | abrdn Life Sciences Investors | $164,236 | 0.0% | NEW | — |
| 210 |  $OCGN | Ocugen, Inc. | $45,250 | 0.0% | +0% | — |
New Positions (9)
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