MidWestOne Financial Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1412665
Institutional-grade research for retail investors
13F Reported Value
ⓘ$900.5M
Holdings
305
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
MidWestOne Financial Group, Inc. disclosed 305 positions worth $900.5M in its Form 13F-HR for Q4 2025, led by $MOFG (MidWestOne Financial Group, Inc.) at 17.3% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 15 — including a new stake in $FRMI and a full exit from $SGRY. The portfolio is most concentrated in Other (38.5% of disclosed assets). All figures are sourced directly from MidWestOne Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1412665.
AI Fund Analysis
Concentrating
$MOFG17.3% weight
Held 8 quarters
SCHWAB STRATEGIC TR
3.9% weight
Held 8 quarters
$AAPL3.9% weight
Held 8 quarters
VANGUARD SCOTTSDALE FDS
3.6% weight
Held 8 quarters
SPDR SERIES TRUST
2.8% weight
Held 8 quarters
SELECT SECTOR SPDR TR
7 quarters accumulating
VANGUARD SCOTTSDALE FDS
4 quarters accumulating
$WMT4 quarters accumulating
$NVDA4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
AI Quality Scored
- $156.1M4,054,459 sh
SCHWAB STRATEGIC TR
—Quality
$35.2M1,189,268 sh- 76.1#112
Quality
$35.1M129,033 sh VANGUARD SCOTTSDALE FDS
—Quality
$32.1M264,062 shSPDR SERIES TRUST
—Quality
$24.8M309,089 shISHARES TR
—Quality
$24.3M227,052 shISHARES TR
—Quality
$24.0M268,262 shSCHWAB STRATEGIC TR
—Quality
$18.9M720,616 shSPDR SERIES TRUST
—Quality
$16.3M631,343 shVANGUARD SCOTTSDALE FDS
—Quality
$15.8M208,197 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MidWestOne Financial Group, Inc.$MOFG | — | $156.1M | 4,054,459 |
| SCHWAB STRATEGIC TR | — | $35.2M | 1,189,268 |
| Apple Inc.$AAPL | 76.1#112 | $35.1M | 129,033 |
| VANGUARD SCOTTSDALE FDS | — | $32.1M | 264,062 |
| SPDR SERIES TRUST | — | $24.8M | 309,089 |
| ISHARES TR | — | $24.3M | 227,052 |
| ISHARES TR | — | $24.0M | 268,262 |
| SCHWAB STRATEGIC TR | — | $18.9M | 720,616 |
| SPDR SERIES TRUST | — | $16.3M | 631,343 |
| VANGUARD SCOTTSDALE FDS | — | $15.8M | 208,197 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MidWestOne Financial Group, Inc.'s 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Other
$347.1M
Financials
$221.1M
Technology
$129.7M
Industrials
$54.9M
Healthcare
$53.0M
Consumer Discretionary
$23.5M
Consumer Staples
$21.8M
Energy
$15.3M
Full Holdings — MidWestOne Financial Group, Inc. (Q4 2025)
All 305 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 | $MOFG | MidWestOne Financial Group, Inc. | $156.1M | 17.3% | -0% | — |
| 2 | — | SCHWAB STRATEGIC TR | $35.2M | 3.9% | +3% | — |
| 3 | $AAPL | Apple Inc. | $35.1M | 3.9% | -2% | 76.1 |
| 4 | — | VANGUARD SCOTTSDALE FDS | $32.1M | 3.6% | +1% | — |
| 5 | — | SPDR SERIES TRUST | $24.8M | 2.8% | +2% | — |
| 6 | — | ISHARES TR | $24.3M | 2.7% | +394% | — |
| 7 | — | ISHARES TR | $24.0M | 2.7% | +3% | — |
| 8 | — | SCHWAB STRATEGIC TR | $18.9M | 2.1% | +19% | — |
| 9 | — | SPDR SERIES TRUST | $16.3M | 1.8% | +29% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $15.8M | 1.8% | -16% | — |
| 11 | — | ISHARES TR | $14.6M | 1.6% | -5% | — |
| 12 |  $MSFT | MICROSOFT CORP | $14.3M | 1.6% | -2% | 83.7 |
| 13 | — | VANGUARD SCOTTSDALE FDS | $14.2M | 1.6% | +35% | — |
| 14 |  $MU | MICRON TECHNOLOGY INC | $10.5M | 1.2% | -40% | 88.4 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 1.1% | -1% | 35.6 |
| 16 |  $GOOGL | Alphabet Inc. | $7.6M | 0.8% | -7% | 80.2 |
| 17 |  $ABBV | AbbVie Inc. | $7.2M | 0.8% | -0% | 59.3 |
| 18 |  $LLY | ELI LILLY & Co | $6.9M | 0.8% | +1% | 89.3 |
| 19 |  $META | Meta Platforms, Inc. | $6.6M | 0.7% | +7% | 80.9 |
| 20 |  $AVGO | Broadcom Inc. | $6.6M | 0.7% | -9% | 86.4 |
| 21 | — | VANECK ETF TRUST | $6.5M | 0.7% | +9% | — |
| 22 |  $UMBF | UMB FINANCIAL CORP | $6.4M | 0.7% | -0% | — |
| 23 |  $UAL | United Airlines Holdings, Inc. | $5.7M | 0.6% | -8% | 61.3 |
| 24 |  $AMZN | AMAZON COM INC | $5.7M | 0.6% | +8% | 74.6 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.6M | 0.6% | -5% | 64.5 |
| 26 |  $JAZZ | Jazz Pharmaceuticals plc | $5.6M | 0.6% | -16% | — |
| 27 | — | VANGUARD BD INDEX FDS | $5.4M | 0.6% | +2358% | — |
| 28 |  $JNJ | JOHNSON & JOHNSON | $5.3M | 0.6% | -2% | 72.8 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $5.3M | 0.6% | +0% | — |
| 30 |  $UTHR | UNITED THERAPEUTICS Corp | $5.2M | 0.6% | +13% | 80.1 |
| 31 |  $ABT | ABBOTT LABORATORIES | $4.8M | 0.5% | -3% | 67 |
| 32 | — | VANGUARD SCOTTSDALE FDS | $4.7M | 0.5% | +7% | — |
| 33 | — | SELECT SECTOR SPDR TR | $4.7M | 0.5% | +100% | — |
| 34 | — | SPDR INDEX SHS FDS | $4.7M | 0.5% | +16% | — |
| 35 |  $URI | UNITED RENTALS, INC. | $4.6M | 0.5% | -4% | 70.7 |
| 36 |  $CAT | CATERPILLAR INC | $4.5M | 0.5% | -1% | 67.8 |
| 37 |  $ORCL | ORACLE CORP | $4.5M | 0.5% | -5% | 67.2 |
| 38 |  $GOOG | Alphabet Inc. | $4.5M | 0.5% | -7% | 80.2 |
| 39 | — | ISHARES TR | $4.4M | 0.5% | +0% | — |
| 40 |  $FRMI | Fermi Inc. | $4.4M | 0.5% | NEW | — |
| 41 | — | SCHWAB STRATEGIC TR | $4.3M | 0.5% | +0% | — |
| 42 | — | VANGUARD INDEX FDS | $4.3M | 0.5% | +6% | — |
| 43 | — | ISHARES TR | $4.1M | 0.5% | -4% | — |
| 44 |  $BG | Bunge Global SA | $4.0M | 0.5% | -16% | 55.9 |
| 45 |  $XOM | EXXON MOBIL CORP | $4.0M | 0.4% | -12% | 61.8 |
| 46 |  $LDOS | Leidos Holdings, Inc. | $4.0M | 0.4% | +2% | 73.4 |
| 47 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $3.9M | 0.4% | +28% | 56.1 |
| 48 |  $MCK | MCKESSON CORP | $3.9M | 0.4% | -2% | 63.7 |
| 49 |  $T | AT&T INC. | $3.9M | 0.4% | +3% | 71.9 |
| 50 | — | J P MORGAN EXCHANGE TRADED F | $3.8M | 0.4% | -19% | — |
| 51 | — | VANECK ETF TRUST | $3.6M | 0.4% | -3% | — |
| 52 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.5M | 0.4% | -2% | 63.7 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $3.4M | 0.4% | -6% | 72.3 |
| 54 | — | AMPLIFY ETF TR | $3.4M | 0.4% | +1% | — |
| 55 | $WMT | Walmart Inc. | $3.4M | 0.4% | +0% | 63.2 |
| 56 |  $GM | General Motors Co | $3.3M | 0.4% | -7% | 58.7 |
| 57 |  $V | VISA INC. | $3.3M | 0.4% | -1% | 83.5 |
| 58 |  $PG | PROCTER & GAMBLE Co | $3.2M | 0.4% | -3% | 72.9 |
| 59 |  $AON | Aon plc | $3.2M | 0.4% | +0% | — |
| 60 | — | ISHARES INC | $3.2M | 0.3% | -4% | — |
| 61 |  $CVX | CHEVRON CORP | $3.1M | 0.3% | -13% | 54.7 |
| 62 | $NVDA | NVIDIA CORP | $3.0M | 0.3% | +28% | 90.2 |
| 63 | — | ISHARES TR | $3.0M | 0.3% | +6% | — |
| 64 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.3% | +0% | 66.7 |
| 65 | — | ISHARES TR | $2.9M | 0.3% | +19% | — |
| 66 |  $DAR | DARLING INGREDIENTS INC. | $2.9M | 0.3% | -17% | 46.6 |
| 67 |  $LNT | ALLIANT ENERGY CORP | $2.7M | 0.3% | -0% | 56.7 |
| 68 |  $NRG | NRG ENERGY, INC. | $2.7M | 0.3% | -15% | 59.5 |
| 69 |  $SIG | SIGNET JEWELERS LTD | $2.7M | 0.3% | -19% | — |
| 70 | — | ISHARES TR | $2.7M | 0.3% | +1% | — |
| 71 |  $GGG | GRACO INC | $2.7M | 0.3% | +0% | 67.2 |
| 72 |  $HD | HOME DEPOT, INC. | $2.7M | 0.3% | -4% | 69.2 |
| 73 |  $C | CITIGROUP INC | $2.6M | 0.3% | -0% | 54.8 |
| 74 |  $ET | Energy Transfer LP | $2.5M | 0.3% | -17% | 64.5 |
| 75 |  $BA | BOEING CO | $2.5M | 0.3% | +8% | 51.8 |
| 76 | — | VANGUARD INDEX FDS | $2.5M | 0.3% | -3% | — |
| 77 | — | VANGUARD INDEX FDS | $2.4M | 0.3% | +0% | — |
| 78 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.3% | +0% | — |
| 79 |  $DELL | Dell Technologies Inc. | $2.3M | 0.3% | -18% | 76 |
| 80 |  $GPN | GLOBAL PAYMENTS INC | $2.3M | 0.3% | -48% | 42.9 |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.3% | +17% | — |
| 82 |  $ALL | ALLSTATE CORP | $2.3M | 0.3% | -1% | 76.6 |
| 83 |  $INTC | INTEL CORP | $2.3M | 0.3% | -3% | 41.5 |
| 84 |  $GE | GENERAL ELECTRIC CO | $2.3M | 0.3% | +5% | 74.8 |
| 85 | — | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.3% | +1002% | — |
| 86 |  $DAL | DELTA AIR LINES, INC. | $2.2M | 0.3% | -25% | 64.4 |
| 87 |  $DE | DEERE & CO | $2.2M | 0.3% | -0% | 57.4 |
| 88 |  $VRT | Vertiv Holdings Co | $2.2M | 0.3% | -2% | 82.7 |
| 89 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.2% | -0% | 71.6 |
| 90 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.2% | +1% | — |
| 91 |  $PM | Philip Morris International Inc. | $2.0M | 0.2% | -1% | 80.5 |
| 92 | — | ISHARES TR | $2.0M | 0.2% | +16% | — |
| 93 |  $SYF | Synchrony Financial | $2.0M | 0.2% | -6% | — |
| 94 |  $STT | STATE STREET CORP | $2.0M | 0.2% | -8% | 61.5 |
| 95 |  $BSX | BOSTON SCIENTIFIC CORP | $2.0M | 0.2% | +18% | 79.9 |
| 96 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.2% | -6% | — |
| 97 | — | SCHWAB STRATEGIC TR | $1.9M | 0.2% | +0% | — |
| 98 |  $BCS | BARCLAYS PLC | $1.9M | 0.2% | -20% | — |
| 99 |  $MET | METLIFE INC | $1.9M | 0.2% | -14% | 73.9 |
| 100 |  $SVIX | VS Trust | $1.9M | 0.2% | NEW | — |
| 101 |  $RTX | RTX Corp | $1.8M | 0.2% | -1% | 70 |
| 102 | — | VANGUARD INDEX FDS | $1.8M | 0.2% | +3% | — |
| 103 |  $EMR | EMERSON ELECTRIC CO | $1.7M | 0.2% | -0% | 65.9 |
| 104 |  $VALE | Vale S.A. | $1.7M | 0.2% | -26% | — |
| 105 | — | ISHARES TR | $1.7M | 0.2% | -33% | — |
| 106 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | -2% | — |
| 107 | — | DBX ETF TR | $1.7M | 0.2% | +2% | — |
| 108 |  $MRVL | Marvell Technology, Inc. | $1.7M | 0.2% | +12% | 77.3 |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.2% | -3% | 67 |
| 110 |  $TSLA | Tesla, Inc. | $1.7M | 0.2% | -1% | 50.1 |
| 111 | — | ISHARES TR | $1.7M | 0.2% | -3% | — |
| 112 | — | ISHARES TR | $1.6M | 0.2% | -6% | — |
| 113 |  $CRM | Salesforce, Inc. | $1.6M | 0.2% | +23% | 75.2 |
| 114 | — | SCHWAB STRATEGIC TR | $1.6M | 0.2% | +7% | — |
| 115 |  $MA | Mastercard Inc | $1.6M | 0.2% | +10% | 81.7 |
| 116 | — | SELECT SECTOR SPDR TR | $1.6M | 0.2% | +0% | — |
| 117 |  $COP | CONOCOPHILLIPS | $1.6M | 0.2% | +28% | 74.8 |
| 118 | — | ISHARES TR | $1.5M | 0.2% | +0% | — |
| 119 |  $PEP | PEPSICO INC | $1.5M | 0.2% | -5% | 62.7 |
| 120 |  $SHEL | Shell plc | $1.4M | 0.2% | +5% | — |
| 121 |  $NSC | NORFOLK SOUTHERN CORP | $1.4M | 0.2% | +0% | 70.8 |
| 122 |  $GLDM | World Gold Trust | $1.4M | 0.2% | +44% | — |
| 123 |  $CMI | CUMMINS INC | $1.4M | 0.1% | +0% | 58.9 |
| 124 |  $FOUR | Shift4 Payments, Inc. | $1.4M | 0.1% | +577% | 60 |
| 125 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.1% | -2% | 71.7 |
| 126 |  $MMM | 3M CO | $1.4M | 0.1% | -2% | 60.7 |
| 127 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.1% | +3% | — |
| 128 |  $HNI | HNI CORP | $1.4M | 0.1% | +0% | 55.2 |
| 129 | — | SPDR SERIES TRUST | $1.4M | 0.1% | +15% | — |
| 130 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.3M | 0.1% | -2% | 72.7 |
| 131 |  $ALK | ALASKA AIR GROUP, INC. | $1.3M | 0.1% | +214% | 56.3 |
| 132 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.1% | +3% | 73.2 |
| 133 | — | ISHARES TR | $1.3M | 0.1% | -8% | — |
| 134 | — | ISHARES TR | $1.3M | 0.1% | +0% | — |
| 135 |  $MRK | Merck & Co., Inc. | $1.3M | 0.1% | -2% | 70.9 |
| 136 |  $VLO | VALERO ENERGY CORP/TX | $1.3M | 0.1% | -13% | 51.4 |
| 137 |  $BX | Blackstone Inc. | $1.3M | 0.1% | -2% | 68 |
| 138 |  $MS | MORGAN STANLEY | $1.2M | 0.1% | -4% | — |
| 139 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | -3% | 74.8 |
| 140 |  $ACN | Accenture plc | $1.2M | 0.1% | -13% | — |
| 141 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.1% | -19% | 70.1 |
| 142 |  $VTRS | Viatris Inc | $1.2M | 0.1% | -2% | 47.1 |
| 143 |  $KO | COCA COLA CO | $1.2M | 0.1% | +1% | 74 |
| 144 |  $GLW | CORNING INC /NY | $1.2M | 0.1% | +0% | 72.7 |
| 145 | — | VANGUARD TAX-MANAGED FDS | $1.2M | 0.1% | -23% | — |
| 146 | — | VANGUARD SCOTTSDALE FDS | $1.2M | 0.1% | +2% | — |
| 147 |  $DOV | DOVER Corp | $1.2M | 0.1% | +14% | 63.1 |
| 148 |  $THC | TENET HEALTHCARE CORP | $1.1M | 0.1% | +35% | 66.6 |
| 149 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.1% | -7% | 66.8 |
| 150 |  $TLN | Talen Energy Corp | $1.1M | 0.1% | +74% | 66.5 |
| 151 | — | RBB FD INC | $1.1M | 0.1% | -85% | — |
| 152 |  $BLK | BlackRock, Inc. | $1.1M | 0.1% | -7% | 70.3 |
| 153 |  $GEV | GE Vernova Inc. | $1.1M | 0.1% | -5% | 70.1 |
| 154 |  $SCHW | SCHWAB CHARLES CORP | $1.1M | 0.1% | -7% | 77.2 |
| 155 | — | ISHARES TR | $1.1M | 0.1% | +8% | — |
| 156 |  $DIS | Walt Disney Co | $1.1M | 0.1% | +24% | 68.9 |
| 157 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | -43% | — |
| 158 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | +0% | 73.9 |
| 159 |  $IVZ | Invesco Ltd. | $1.0M | 0.1% | +0% | — |
| 160 | — | INVESCO EXCH TRADED FD TR II | $1.0M | 0.1% | -9% | — |
| 161 |  $VST | Vistra Corp. | $1.0M | 0.1% | +75% | 62.9 |
| 162 |  $HOMB | HOME BANCSHARES INC | $1.0M | 0.1% | +0% | — |
| 163 |  $SLNO | SOLENO THERAPEUTICS INC | $1.0M | 0.1% | NEW | 46.3 |
| 164 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.1% | -11% | 68.4 |
| 165 | — | SPDR SERIES TRUST | $994,707 | 0.1% | -25% | — |
| 166 |  $TJX | TJX COMPANIES INC /DE/ | $977,420 | 0.1% | -12% | 70.7 |
| 167 | — | VANGUARD MUN BD FDS | $971,100 | 0.1% | +0% | — |
| 168 |  $NOW | ServiceNow, Inc. | $960,042 | 0.1% | +481% | 76 |
| 169 |  $ADBE | ADOBE INC. | $958,973 | 0.1% | +55% | 80.4 |
| 170 |  $CTVA | Corteva, Inc. | $954,306 | 0.1% | -1% | 48.4 |
| 171 |  $DUK | Duke Energy CORP | $940,962 | 0.1% | +2% | 64 |
| 172 |  $DCI | DONALDSON Co INC | $916,212 | 0.1% | +0% | 64.7 |
| 173 |  $USB | US BANCORP DE | $899,222 | 0.1% | +0% | 71.4 |
| 174 |  $NFLX | NETFLIX INC | $889,688 | 0.1% | +885% | 86.7 |
| 175 |  $HON | HONEYWELL INTERNATIONAL INC | $865,419 | 0.1% | +0% | 65.7 |
| 176 |  $CHE | CHEMED CORP | $855,720 | 0.1% | +0% | 67.2 |
| 177 |  $CEG | Constellation Energy Corp | $855,267 | 0.1% | +0% | 62.5 |
| 178 |  $SII | SPROTT INC. | $842,616 | 0.1% | NEW | — |
| 179 |  $WM | WASTE MANAGEMENT INC | $839,731 | 0.1% | -4% | 70.7 |
| 180 |  $CCZ | COMCAST CORP | $834,975 | 0.1% | +16% | 70.4 |
| 181 | $DOV | DOVER Corp | $826,256 | 0.1% | +0% | 63.1 |
| 182 |  $TXN | TEXAS INSTRUMENTS INC | $816,270 | 0.1% | -3% | 70.4 |
| 183 |  $ICLR | ICON PLC | $812,519 | 0.1% | -1% | — |
| 184 |  $SNY | Sanofi | $805,454 | 0.1% | -44% | — |
| 185 |  $CSX | CSX CORP | $804,532 | 0.1% | +0% | 66.4 |
| 186 |  $LMT | LOCKHEED MARTIN CORP | $792,251 | 0.1% | -3% | 65 |
| 187 |  $ROP | ROPER TECHNOLOGIES INC | $768,294 | 0.1% | -2% | 72.2 |
| 188 |  $TT | Trane Technologies plc | $757,383 | 0.1% | +0% | — |
| 189 |  $DHR | DANAHER CORP /DE/ | $742,617 | 0.1% | -1% | 63.9 |
| 190 |  $AMT | AMERICAN TOWER CORP /MA/ | $741,783 | 0.1% | +0% | 69.8 |
| 191 |  $CCL | Carnival Corp Ltd. | $739,465 | 0.1% | +161% | — |
| 192 |  $FDX | FEDEX CORP | $724,461 | 0.1% | +16% | 60.3 |
| 193 |  $ADI | ANALOG DEVICES INC | $723,833 | 0.1% | +1% | 76.2 |
| 194 | — | ISHARES TR | $676,026 | 0.1% | +0% | — |
| 195 |  $SYK | STRYKER CORP | $674,822 | 0.1% | +126% | 69.8 |
| 196 |  $ASND | Ascendis Pharma A/S | $654,007 | 0.1% | NEW | 41.5 |
| 197 | — | KRANESHARES TRUST | $624,034 | 0.1% | NEW | — |
| 198 | — | ISHARES TR | $611,181 | 0.1% | -8% | — |
| 199 |  $PWR | QUANTA SERVICES, INC. | $601,436 | 0.1% | +18% | 62.6 |
| 200 |  $TMUS | T-Mobile US, Inc. | $599,983 | 0.1% | +35% | 72.7 |
| 201 |  $PH | Parker-Hannifin Corp | $596,814 | 0.1% | -2% | 73.8 |
| 202 | — | VANGUARD INDEX FDS | $595,761 | 0.1% | +0% | — |
| 203 | — | ISHARES TR | $594,203 | 0.1% | -7% | — |
| 204 |  $PFE | PFIZER INC | $592,048 | 0.1% | -1% | 69 |
| 205 | — | VANGUARD INDEX FDS | $571,971 | 0.1% | +54% | — |
| 206 |  $MO | ALTRIA GROUP, INC. | $571,641 | 0.1% | -2% | 72.1 |
| 207 | — | VANGUARD INTL EQUITY INDEX F | $562,760 | 0.1% | +8% | — |
| 208 | — | VANGUARD INDEX FDS | $526,889 | 0.1% | -30% | — |
| 209 | — | VANGUARD INDEX FDS | $507,661 | 0.1% | +0% | — |
| 210 |  $WBD | Warner Bros. Discovery, Inc. | $497,030 | 0.1% | -3% | 42.1 |
| 211 |  $AZO | AUTOZONE INC | $491,768 | 0.1% | +0% | 66.5 |
| 212 |  $ANET | Arista Networks, Inc. | $474,460 | 0.1% | +143% | 86 |
| 213 |  $CCJ | CAMECO CORP | $469,893 | 0.1% | +0% | — |
| 214 | — | DIMENSIONAL ETF TRUST | $457,633 | 0.1% | +0% | — |
| 215 |  $KMB | KIMBERLY CLARK CORP | $444,521 | 0.1% | +0% | 61.7 |
| 216 | — | ISHARES TR | $443,170 | 0.1% | +0% | — |
| 217 |  $HUBS | HUBSPOT INC | $439,825 | 0.1% | +143% | 58.1 |
| 218 |  $DRI | DARDEN RESTAURANTS INC | $435,759 | 0.1% | +0% | 68.6 |
| 219 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $434,563 | 0.1% | -49% | 75.1 |
| 220 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $428,828 | 0.1% | -7% | 55.4 |
| 221 |  $EL | ESTEE LAUDER COMPANIES INC | $418,880 | 0.1% | +0% | 52.5 |
| 222 | — | VANGUARD BD INDEX FDS | $400,571 | 0.0% | +24% | — |
| 223 |  $TGT | TARGET CORP | $385,331 | 0.0% | +0% | 53.1 |
| 224 | $IVZ | Invesco Ltd. | $378,627 | 0.0% | +0% | — |
| 225 |  $ITW | ILLINOIS TOOL WORKS INC | $378,071 | 0.0% | -36% | 71.2 |
| 226 |  $MDLZ | Mondelez International, Inc. | $377,402 | 0.0% | +16% | 53.9 |
| 227 |  $FBIN | Fortune Brands Innovations, Inc. | $376,851 | 0.0% | +0% | 48.7 |
| 228 | — | GOLDMAN SACHS ETF TR | $361,680 | 0.0% | +0% | — |
| 229 |  $CI | Cigna Group | $357,249 | 0.0% | -1% | 66.8 |
| 230 |  $APD | Air Products & Chemicals, Inc. | $346,816 | 0.0% | -2% | 41.2 |
| 231 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $344,746 | 0.0% | NEW | — |
| 232 |  $UNP | UNION PACIFIC CORP | $344,204 | 0.0% | -37% | 74 |
| 233 |  $EVRG | Evergy, Inc. | $339,253 | 0.0% | -2% | 56.2 |
| 234 | — | VANECK ETF TRUST | $337,545 | 0.0% | -97% | — |
| 235 |  $DHI | HORTON D R INC /DE/ | $337,462 | 0.0% | -2% | 54.6 |
| 236 |  $PLD | Prologis, Inc. | $335,490 | 0.0% | +0% | 67.5 |
| 237 |  $D | DOMINION ENERGY, INC | $334,549 | 0.0% | +0% | 74.9 |
| 238 |  $EXE | EXPAND ENERGY Corp | $327,438 | 0.0% | -32% | 83.9 |
| 239 | — | ISHARES TR | $326,310 | 0.0% | +0% | — |
| 240 |  $IBIT | iShares Bitcoin Trust ETF | $326,101 | 0.0% | -8% | — |
| 241 |  $NXDT | NEXPOINT DIVERSIFIED REAL ESTATE TRUST | $325,547 | 0.0% | +0% | 37.9 |
| 242 |  $AME | AMETEK INC/ | $323,979 | 0.0% | +0% | 74.2 |
| 243 | $IVZ | Invesco Ltd. | $323,715 | 0.0% | +0% | — |
| 244 |  $CTRA | Coterra Energy Inc. | $322,157 | 0.0% | -52% | 80.6 |
| 245 |  $HRMY | Harmony Biosciences Holdings, Inc. | $319,043 | 0.0% | NEW | 75.3 |
| 246 |  $SNDK | Sandisk Corp | $316,665 | 0.0% | NEW | 88.8 |
| 247 |  $PFH | PRUDENTIAL FINANCIAL INC | $315,387 | 0.0% | +6% | 58.6 |
| 248 |  $MOD | MODINE MANUFACTURING CO | $314,950 | 0.0% | NEW | 48.8 |
| 249 |  $WIX | Wix.com Ltd. | $314,683 | 0.0% | NEW | — |
| 250 | — | DIMENSIONAL ETF TRUST | $311,756 | 0.0% | +0% | — |
| 251 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $310,975 | 0.0% | +0% | 68.8 |
| 252 |  $GRMN | GARMIN LTD | $306,304 | 0.0% | -14% | — |
| 253 |  $OMC | OMNICOM GROUP INC. | $305,881 | 0.0% | NEW | 60.5 |
| 254 | — | FIDELITY COVINGTON TRUST | $303,710 | 0.0% | +0% | — |
| 255 |  $UPS | UNITED PARCEL SERVICE INC | $302,034 | 0.0% | +0% | 58.2 |
| 256 |  $M | Macy's, Inc. | $301,005 | 0.0% | -2% | 48.9 |
| 257 |  $ASML | ASML HOLDING NV | $297,421 | 0.0% | -11% | — |
| 258 |  $KHC | Kraft Heinz Co | $296,093 | 0.0% | +0% | 42.5 |
| 259 |  $MDT | Medtronic plc | $291,542 | 0.0% | +8% | — |
| 260 |  $SO | SOUTHERN CO | $290,550 | 0.0% | -6% | 65.1 |
| 261 |  $MELI | MERCADOLIBRE INC | $290,053 | 0.0% | -9% | 77.5 |
| 262 |  $WAFD | WAFD INC | $281,928 | 0.0% | +0% | 55.8 |
| 263 |  $QCOM | QUALCOMM INC/DE | $278,983 | 0.0% | +0% | 81.9 |
| 264 |  $EQT | EQT Corp | $277,541 | 0.0% | +0% | 83.3 |
| 265 |  $WFC | WELLS FARGO & COMPANY/MN | $273,356 | 0.0% | NEW | — |
| 266 |  $HUBB | HUBBELL INC | $265,134 | 0.0% | NEW | 68.7 |
| 267 |  $ACMR | ACM Research, Inc. | $263,881 | 0.0% | -7% | 54.8 |
| 268 |  $GCT | GigaCloud Technology Inc | $257,991 | 0.0% | -7% | — |
| 269 |  $DLR | DIGITAL REALTY TRUST, INC. | $254,653 | 0.0% | -1% | 70.2 |
| 270 |  $BLDR | Builders FirstSource, Inc. | $254,035 | 0.0% | -7% | 48.4 |
| 271 |  $BBY | BEST BUY CO INC | $249,180 | 0.0% | +30% | 51.5 |
| 272 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $248,040 | 0.0% | -5% | 69.5 |
| 273 |  $GMED | GLOBUS MEDICAL INC | $244,119 | 0.0% | NEW | 77.6 |
| 274 |  $ADP | AUTOMATIC DATA PROCESSING INC | $243,854 | 0.0% | +18% | 77.9 |
| 275 |  $RKLB | Rocket Lab Corp | $241,997 | 0.0% | NEW | 37.2 |
| 276 | — | INVESCO EXCH TRADED FD TR II | $240,536 | 0.0% | +689% | — |
| 277 |  $WTRG | Essential Utilities, Inc. | $239,750 | 0.0% | +0% | 70.9 |
| 278 | — | SELECT SECTOR SPDR TR | $239,011 | 0.0% | +7% | — |
| 279 |  $CVS | CVS HEALTH Corp | $238,715 | 0.0% | -4% | 51.3 |
| 280 |  $COHR | COHERENT CORP. | $237,172 | 0.0% | NEW | 64 |
| 281 |  $ENB | ENBRIDGE INC | $234,654 | 0.0% | +4% | — |
| 282 |  $STZ | CONSTELLATION BRANDS, INC. | $233,566 | 0.0% | +0% | 65 |
| 283 |  $NVS | NOVARTIS AG | $230,932 | 0.0% | +0% | — |
| 284 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $229,760 | 0.0% | +0% | 65.8 |
| 285 |  $NOTV | Inotiv, Inc. | $226,920 | 0.0% | +0% | 29.3 |
| 286 |  $LEN | LENNAR CORP /NEW/ | $226,160 | 0.0% | +0% | 49.2 |
| 287 |  $PSX | Phillips 66 | $225,949 | 0.0% | +0% | 47.6 |
| 288 |  $EW | Edwards Lifesciences Corp | $224,719 | 0.0% | -31% | 67.6 |
| 289 |  $LIN | LINDE PLC | $221,296 | 0.0% | -18% | — |
| 290 | — | ISHARES TR | $221,131 | 0.0% | +0% | — |
| 291 |  $GILD | GILEAD SCIENCES, INC. | $220,932 | 0.0% | NEW | 77.8 |
| 292 |  $HFRO | HIGHLAND OPPORTUNITIES & INCOME FUND | $218,736 | 0.0% | +0% | — |
| 293 |  $GIS | GENERAL MILLS INC | $217,481 | 0.0% | +0% | 64.1 |
| 294 |  $AMD | ADVANCED MICRO DEVICES INC | $214,160 | 0.0% | NEW | 78.8 |
| 295 | — | SCHWAB STRATEGIC TR | $213,997 | 0.0% | +0% | — |
| 296 |  $FTNT | Fortinet, Inc. | $207,816 | 0.0% | -12% | 78.1 |
| 297 |  $SPG | SIMON PROPERTY GROUP INC. | $205,287 | 0.0% | +0% | 76.9 |
| 298 |  $FLEX | FLEX LTD. | $204,945 | 0.0% | NEW | — |
| 299 |  $EXC | EXELON CORP | $203,391 | 0.0% | +0% | 63.9 |
| 300 |  $CLF | CLEVELAND-CLIFFS INC. | $182,879 | 0.0% | +0% | 35.7 |
| 301 |  $AES | AES CORP | $180,168 | 0.0% | +0% | 50.9 |
| 302 |  $AMRX | Amneal Pharmaceuticals, Inc. | $178,189 | 0.0% | -9% | 58.9 |
| 303 |  $AMPX | Amprius Technologies, Inc. | $134,217 | 0.0% | -7% | 34.9 |
| 304 |  $GAB | GABELLI EQUITY TRUST INC | $118,106 | 0.0% | +0% | — |
| 305 |  $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $75,360 | 0.0% | +0% | — |
New Positions (20)
$FRMI Fermi Inc.$4.4M$SVIX VS Trust$1.9M$SLNO SOLENO THERAPEUTICS INC$1.0M$SII SPROTT INC.$842,616$ASND Ascendis Pharma A/S$654,007 KRANESHARES TRUST$624,034
$TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD$344,746$HRMY Harmony Biosciences Holdings, Inc.$319,043$SNDK Sandisk Corp$316,665$MOD MODINE MANUFACTURING CO$314,950$WIX Wix.com Ltd.$314,683$OMC OMNICOM GROUP INC.$305,881$WFC WELLS FARGO & COMPANY/MN$273,356$HUBB HUBBELL INC$265,134$GMED GLOBUS MEDICAL INC$244,119Exited Positions (15)
$SGRY Surgery Partners, Inc.
$PNC PNC FINANCIAL SERVICES GROUP, INC.
$DOC HEALTHPEAK PROPERTIES, INC. KELLANOVA
$FANG Diamondback Energy, Inc.
$FISV FISERV INC SPDR DOW JONES INDL AVERAGE
$CMG CHIPOTLE MEXICAN GRILL INC ARCH CAP GROUP LTD
$PYPL PayPal Holdings, Inc.
$UGI UGI CORP /PA/
$HPE Hewlett Packard Enterprise Co
$AZN ASTRAZENECA PLC
$HMC HONDA MOTOR CO LTD
$MPC Marathon Petroleum CorpBrowse Top Institutional Investors
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