Welch Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1443095
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.7B
incl. option notional
Equity Holdings
ⓘ$2.7B
Option Notional
ⓘ$950,788
$950,788 puts / $0 calls
Holdings
310
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Welch Group, LLC disclosed 310 positions worth $2.7B in its Form 13F-HR for Q1 2026 — $2.7B in common stock plus $950,788 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.6% of the equity portfolio, followed by $RTX and $CVX. During the quarter the fund opened 22 new positions and exited 18 — including a new stake in $PNFP and a full exit from $ACN. The portfolio is most concentrated in Technology (22.3% of disclosed assets). All figures are sourced directly from Welch Group, LLC’s Form 13F-HR filing with the SEC under CIK 1443095.
AI Fund Analysis
StableSector Allocation
TechnologyFinancialsIndustrialsUtilitiesHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$VPUT$604K notional
$QQQPUT$346K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$95.2M375,212 sh - 70.0#336
Quality
$89.4M463,345 sh - 54.7#1,197
Quality
$89.0M430,312 sh - 61.8
Quality
$89.0M524,383 sh - 72.8
Quality
$87.8M359,007 sh - 35.6
Quality
$81.5M277,004 sh - 59.3
Quality
$79.6M365,933 sh - 83.7
Quality
$79.3M214,123 sh - 71.7
Quality
$79.2M852,934 sh - 65.0
Quality
$76.5M126,656 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $95.2M | 375,212 |
 RTX Corp$RTX | 70.0#336 | $89.4M | 463,345 |
 CHEVRON CORP$CVX | 54.7#1,197 | $89.0M | 430,312 |
 EXXON MOBIL CORP$XOM | 61.8 | $89.0M | 524,383 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $87.8M | 359,007 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $81.5M | 277,004 |
 AbbVie Inc.$ABBV | 59.3 | $79.6M | 365,933 |
 MICROSOFT CORP$MSFT | 83.7 | $79.3M | 214,123 |
 NEXTERA ENERGY INC$NEE | 71.7 | $79.2M | 852,934 |
 LOCKHEED MARTIN CORP$LMT | 65.0 | $76.5M | 126,656 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Welch Group, LLC's 310 positions.
Showing top 10 of 310 holdings.
Sector Allocation
Technology
$594.6M
Financials
$431.1M
Industrials
$322.8M
Utilities
$273.6M
Healthcare
$262.8M
Consumer Staples
$190.1M
Consumer Discretionary
$188.4M
Energy
$187.8M
Full Holdings — Welch Group, LLC (Q1 2026)
All 310 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 | $AAPL | Apple Inc. | $95.2M | 3.6% | -0% | 76.1 |
| 2 | $RTX | RTX Corp | $89.4M | 3.4% | -7% | 70 |
| 3 | $CVX | CHEVRON CORP | $89.0M | 3.4% | +0% | 54.7 |
| 4 | $XOM | EXXON MOBIL CORP | $89.0M | 3.3% | -4% | 61.8 |
| 5 | $JNJ | JOHNSON & JOHNSON | $87.8M | 3.3% | -6% | 72.8 |
| 6 | $JPM | JPMORGAN CHASE & CO | $81.5M | 3.1% | -1% | 35.6 |
| 7 | $ABBV | AbbVie Inc. | $79.6M | 3.0% | -0% | 59.3 |
| 8 | $MSFT | MICROSOFT CORP | $79.3M | 3.0% | +4% | 83.7 |
| 9 | $NEE | NEXTERA ENERGY INC | $79.2M | 3.0% | -2% | 71.7 |
| 10 | $LMT | LOCKHEED MARTIN CORP | $76.5M | 2.9% | -5% | 65 |
| 11 |  $SO | SOUTHERN CO | $75.6M | 2.8% | +0% | 65.1 |
| 12 |  $CSCO | CISCO SYSTEMS, INC. | $73.5M | 2.8% | -2% | 72.3 |
| 13 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $71.5M | 2.7% | +1% | 66.7 |
| 14 |  $SFBS | ServisFirst Bancshares, Inc. | $71.1M | 2.7% | -3% | — |
| 15 |  $MCD | MCDONALDS CORP | $66.8M | 2.5% | +1% | 73.9 |
| 16 |  $HD | HOME DEPOT, INC. | $62.7M | 2.4% | +4% | 69.2 |
| 17 |  $CINF | CINCINNATI FINANCIAL CORP | $62.4M | 2.3% | -1% | 77 |
| 18 |  $TFC | TRUIST FINANCIAL CORP | $61.1M | 2.3% | +0% | — |
| 19 |  $EMR | EMERSON ELECTRIC CO | $61.1M | 2.3% | -3% | 65.9 |
| 20 |  $VZ | VERIZON COMMUNICATIONS INC | $60.4M | 2.3% | +2% | 71.6 |
| 21 |  $PFE | PFIZER INC | $60.3M | 2.3% | +8% | 69 |
| 22 |  $ED | CONSOLIDATED EDISON INC | $59.9M | 2.3% | +0% | 71.6 |
| 23 |  $AJG | Arthur J. Gallagher & Co. | $54.8M | 2.1% | +10% | 72.1 |
| 24 |  $QCOM | QUALCOMM INC/DE | $53.8M | 2.0% | +8% | 81.9 |
| 25 |  $PG | PROCTER & GAMBLE Co | $53.5M | 2.0% | +6% | 72.9 |
| 26 |  $CL | COLGATE PALMOLIVE CO | $53.4M | 2.0% | +2% | 72.4 |
| 27 |  $PEP | PEPSICO INC | $52.8M | 2.0% | +4% | 62.7 |
| 28 |  $TXN | TEXAS INSTRUMENTS INC | $51.9M | 1.9% | +2% | 70.4 |
| 29 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $49.3M | 1.9% | +16% | 75.4 |
| 30 |  $PAYX | PAYCHEX INC | $44.6M | 1.7% | +19% | 75.1 |
| 31 |  $KMB | KIMBERLY CLARK CORP | $43.1M | 1.6% | +38% | 61.7 |
| 32 |  $NVDA | NVIDIA CORP | $30.8M | 1.2% | -0% | 90.2 |
| 33 |  $CAT | CATERPILLAR INC | $27.7M | 1.0% | -4% | 67.8 |
| 34 |  $KO | COCA COLA CO | $20.8M | 0.8% | -0% | 74 |
| 35 | — | PIMCO ETF TR | $19.9M | 0.8% | +3% | — |
| 36 |  $GOOG | Alphabet Inc. | $18.3M | 0.7% | -2% | 80.2 |
| 37 |  $DE | DEERE & CO | $15.2M | 0.6% | +0% | 57.4 |
| 38 |  $AMZN | AMAZON COM INC | $14.1M | 0.5% | +3% | 74.6 |
| 39 |  $AMD | ADVANCED MICRO DEVICES INC | $13.6M | 0.5% | -1% | 78.8 |
| 40 |  $GS | GOLDMAN SACHS GROUP INC | $13.5M | 0.5% | -2% | — |
| 41 |  $V | VISA INC. | $12.4M | 0.5% | +5% | 83.5 |
| 42 |  $MU | MICRON TECHNOLOGY INC | $12.1M | 0.5% | +0% | 88.4 |
| 43 |  $TJX | TJX COMPANIES INC /DE/ | $12.0M | 0.5% | +0% | 70.7 |
| 44 | — | ISHARES TR | $11.9M | 0.5% | -5% | — |
| 45 |  $ORCL | ORACLE CORP | $11.0M | 0.4% | +9% | 67.2 |
| 46 |  $AVGO | Broadcom Inc. | $10.4M | 0.4% | +0% | 86.4 |
| 47 |  $META | Meta Platforms, Inc. | $10.0M | 0.4% | +5% | 80.9 |
| 48 |  $TGT | TARGET CORP | $9.7M | 0.4% | +29% | 53.1 |
| 49 |  $BX | Blackstone Inc. | $9.3M | 0.3% | +21% | 68 |
| 50 |  $MA | Mastercard Inc | $9.1M | 0.3% | +8% | 81.7 |
| 51 |  $ABT | ABBOTT LABORATORIES | $9.1M | 0.3% | +9% | 67 |
| 52 |  $SYK | STRYKER CORP | $8.8M | 0.3% | +6% | 69.8 |
| 53 |  $SHW | SHERWIN WILLIAMS CO | $8.6M | 0.3% | +6% | 65.3 |
| 54 |  $CARR | CARRIER GLOBAL Corp | $8.1M | 0.3% | +14% | 61.5 |
| 55 |  $PANW | Palo Alto Networks Inc | $8.0M | 0.3% | +21% | 66.5 |
| 56 |  $VMC | Vulcan Materials CO | $7.5M | 0.3% | +0% | 66.6 |
| 57 |  $AMAT | APPLIED MATERIALS INC /DE | $7.5M | 0.3% | +1041% | 74.8 |
| 58 |  $LLY | ELI LILLY & Co | $7.0M | 0.3% | -0% | 89.3 |
| 59 |  $GL | GLOBE LIFE INC. | $6.5M | 0.2% | -1% | 66.6 |
| 60 |  $TSLA | Tesla, Inc. | $6.2M | 0.2% | +421% | 50.1 |
| 61 |  $WMT | Walmart Inc. | $6.2M | 0.2% | -2% | 63.2 |
| 62 |  $AXP | AMERICAN EXPRESS CO | $5.7M | 0.2% | +0% | 73.2 |
| 63 | — | VANGUARD INDEX FDS | $5.2M | 0.2% | -12% | — |
| 64 |  $AFL | AFLAC INC | $5.0M | 0.2% | -15% | 60.3 |
| 65 |  $GLDM | World Gold Trust | $4.6M | 0.2% | +135% | — |
| 66 |  $MRK | Merck & Co., Inc. | $4.4M | 0.2% | +7% | 70.9 |
| 67 |  $NSC | NORFOLK SOUTHERN CORP | $4.2M | 0.2% | +364% | 70.8 |
| 68 |  $RF | REGIONS FINANCIAL CORP | $3.9M | 0.1% | +2% | — |
| 69 |  $GLD | SPDR GOLD TRUST | $3.9M | 0.1% | -6% | — |
| 70 | — | VANGUARD SCOTTSDALE FDS | $3.9M | 0.1% | +5% | — |
| 71 |  $GOOGL | Alphabet Inc. | $3.8M | 0.1% | +0% | 80.2 |
| 72 |  $PM | Philip Morris International Inc. | $3.5M | 0.1% | -1% | 80.5 |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 0.1% | -60% | — |
| 74 |  $MOD | MODINE MANUFACTURING CO | $2.8M | 0.1% | +0% | 48.8 |
| 75 |  $MO | ALTRIA GROUP, INC. | $2.8M | 0.1% | +0% | 72.1 |
| 76 |  $PNFP | Pinnacle Financial Partners, Inc. | $2.7M | 0.1% | NEW | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.6M | 0.1% | +2% | — |
| 78 |  $T | AT&T INC. | $2.5M | 0.1% | -2% | 71.9 |
| 79 |  $MLI | MUELLER INDUSTRIES INC | $2.4M | 0.1% | +0% | 77.5 |
| 80 | — | ISHARES TR | $2.4M | 0.1% | -35% | — |
| 81 |  $WELL | WELLTOWER INC. | $2.1M | 0.1% | +0% | 75.7 |
| 82 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.1% | -11% | 67 |
| 83 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.0M | 0.1% | +0% | 36.7 |
| 84 |  $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 0.1% | +0% | — |
| 85 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.9M | 0.1% | -2% | 60.5 |
| 86 |  $WM | WASTE MANAGEMENT INC | $1.9M | 0.1% | -1% | 70.7 |
| 87 |  $CR | Crane Co | $1.9M | 0.1% | +0% | 64.8 |
| 88 |  $RSG | REPUBLIC SERVICES, INC. | $1.8M | 0.1% | +0% | 72 |
| 89 |  $GGG | GRACO INC | $1.7M | 0.1% | +0% | 67.2 |
| 90 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 0.1% | +0% | 65.7 |
| 91 |  $DUK | Duke Energy CORP | $1.7M | 0.1% | -4% | 64 |
| 92 |  $AON | Aon plc | $1.7M | 0.1% | +0% | — |
| 93 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.1% | +106% | 85.8 |
| 94 |  $WTS | WATTS WATER TECHNOLOGIES INC | $1.6M | 0.1% | +0% | 70.7 |
| 95 |  $COP | CONOCOPHILLIPS | $1.5M | 0.1% | -1% | 74.8 |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.1% | -2% | 68.4 |
| 97 |  $SLV | iShares Silver Trust | $1.5M | 0.1% | -20% | — |
| 98 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | +16% | — |
| 99 | — | ISHARES TR | $1.5M | 0.1% | +216% | — |
| 100 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.5M | 0.1% | -2% | — |
| 101 |  $NVS | NOVARTIS AG | $1.4M | 0.1% | -2% | — |
| 102 |  $GPC | GENUINE PARTS CO | $1.4M | 0.1% | -2% | 54.2 |
| 103 |  $TXT | TEXTRON INC | $1.3M | 0.1% | +0% | 58.2 |
| 104 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.1% | +1% | 72 |
| 105 |  $NEM | NEWMONT Corp /DE/ | $1.3M | 0.1% | -2% | 88.3 |
| 106 |  $GATX | GATX CORP | $1.3M | 0.1% | +0% | 71 |
| 107 | — | VANGUARD SCOTTSDALE FDS | $1.2M | 0.1% | -0% | — |
| 108 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.2M | 0.1% | +0% | 72.7 |
| 109 |  $FANG | Diamondback Energy, Inc. | $1.1M | 0.0% | +28% | 81.4 |
| 110 |  $MDLZ | Mondelez International, Inc. | $1.1M | 0.0% | -2% | 53.9 |
| 111 | — | SPDR SERIES TRUST | $1.1M | 0.0% | +3% | — |
| 112 |  $BLK | BlackRock, Inc. | $1.1M | 0.0% | -3% | 70.3 |
| 113 |  $NFLX | NETFLIX INC | $1.1M | 0.0% | +11% | 86.7 |
| 114 |  $CB | Chubb Ltd | $1.0M | 0.0% | -1% | — |
| 115 | — | VANECK ETF TRUST | $1.0M | 0.0% | -1% | — |
| 116 |  $RY | ROYAL BANK OF CANADA | $1.0M | 0.0% | +1% | — |
| 117 | — | VANGUARD WHITEHALL FDS | $1.0M | 0.0% | -2% | — |
| 118 | — | VANGUARD STAR FDS | $1.0M | 0.0% | +0% | — |
| 119 |  $ETN | Eaton Corp plc | $1.0M | 0.0% | +6% | — |
| 120 |  $NPO | Enpro Inc. | $1.0M | 0.0% | +0% | 59.7 |
| 121 |  $BATRA | Atlanta Braves Holdings, Inc. | $989,019 | 0.0% | +0% | 30.8 |
| 122 |  $STT | STATE STREET CORP | $966,286 | 0.0% | -12% | 61.5 |
| 123 |  $NFG | NATIONAL FUEL GAS CO | $949,748 | 0.0% | +0% | 80.4 |
| 124 | — | VANGUARD INDEX FDS | $942,173 | 0.0% | +89% | — |
| 125 |  $DIS | Walt Disney Co | $932,511 | 0.0% | -4% | 68.9 |
| 126 |  $XYL | Xylem Inc. | $932,339 | 0.0% | +0% | 65.6 |
| 127 | — | SELECT SECTOR SPDR TR | $899,763 | 0.0% | -16% | — |
| 128 |  $GE | GENERAL ELECTRIC CO | $890,815 | 0.0% | +49% | 74.8 |
| 129 |  $YUM | YUM BRANDS INC | $848,473 | 0.0% | +0% | 71.7 |
| 130 |  $URI | UNITED RENTALS, INC. | $822,545 | 0.0% | +0% | 70.7 |
| 131 |  $UCB | UNITED COMMUNITY BANKS INC | $820,221 | 0.0% | -16% | 64.8 |
| 132 |  $BA | BOEING CO | $803,409 | 0.0% | -0% | 51.8 |
| 133 |  $ACA | Arcosa, Inc. | $796,050 | 0.0% | +0% | 61.3 |
| 134 | — | SELECT SECTOR SPDR TR | $792,547 | 0.0% | -11% | — |
| 135 |  $GD | GENERAL DYNAMICS CORP | $787,690 | 0.0% | -4% | 73 |
| 136 | — | ISHARES TR | $783,928 | 0.0% | +1% | — |
| 137 |  $MSGS | Madison Square Garden Sports Corp. | $783,895 | 0.0% | +0% | 46.5 |
| 138 |  $UTG | REAVES UTILITY INCOME FUND | $774,956 | 0.0% | +0% | — |
| 139 |  $KMI | KINDER MORGAN, INC. | $764,572 | 0.0% | +45% | 74.6 |
| 140 |  $BMY | BRISTOL MYERS SQUIBB CO | $733,471 | 0.0% | +3% | 70.1 |
| 141 |  $FLS | FLOWSERVE CORP | $724,074 | 0.0% | +0% | 66.2 |
| 142 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | NEW | 64.5 |
| 143 | — | PACER FDS TR | $714,138 | 0.0% | -16% | — |
| 144 | — | VANGUARD INDEX FDS | $709,147 | 0.0% | -16% | — |
| 145 |  $ETR | ENTERGY CORP /DE/ | $708,206 | 0.0% | +0% | 65.1 |
| 146 | — | ISHARES TR | $706,585 | 0.0% | -67% | — |
| 147 |  $IEX | IDEX CORP /DE/ | $702,662 | 0.0% | +0% | 60.6 |
| 148 |  $GEV | GE Vernova Inc. | $699,441 | 0.0% | +47% | 70.1 |
| 149 |  $GLW | CORNING INC /NY | $686,785 | 0.0% | NEW | 72.7 |
| 150 | — | ISHARES TR | $662,486 | 0.0% | -26% | — |
| 151 | — | VANGUARD SPECIALIZED FUNDS | $659,832 | 0.0% | -3% | — |
| 152 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $655,972 | 0.0% | +143% | 75.1 |
| 153 |  $CRGY | Crescent Energy Co | $653,346 | 0.0% | +0% | 57.4 |
| 154 |  $ET | Energy Transfer LP | $652,782 | 0.0% | +2% | 64.5 |
| 155 | — | VANGUARD WORLD FD | $643,006 | 0.0% | -19% | — |
| 156 |  $INTC | INTEL CORP | $640,592 | 0.0% | -0% | 41.5 |
| 157 |  $CNH | CNH Industrial N.V. | $639,298 | 0.0% | +0% | — |
| 158 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $627,392 | 0.0% | -3% | 70.9 |
| 159 |  $PSX | Phillips 66 | $607,883 | 0.0% | +0% | 47.6 |
| 160 | $VPUT | VISA INC. | $604,480 | — | +0% | 83.5 |
| 161 |  $MLM | MARTIN MARIETTA MATERIALS INC | $597,511 | 0.0% | +0% | 67.6 |
| 162 |  $D | DOMINION ENERGY, INC | $586,672 | 0.0% | +20% | 74.9 |
| 163 |  $GILD | GILEAD SCIENCES, INC. | $583,106 | 0.0% | +0% | 77.8 |
| 164 |  $SPG | SIMON PROPERTY GROUP INC. | $582,015 | 0.0% | +0% | 76.9 |
| 165 |  $HRI | HERC HOLDINGS INC | $577,390 | 0.0% | +0% | 56.7 |
| 166 | — | SELECT SECTOR SPDR TR | $573,287 | 0.0% | -92% | — |
| 167 |  $CAH | CARDINAL HEALTH INC | $569,058 | 0.0% | +1% | 58.6 |
| 168 |  $MPC | Marathon Petroleum Corp | $552,824 | 0.0% | +0% | 50.7 |
| 169 | — | VANGUARD INTL EQUITY INDEX F | $552,775 | 0.0% | -34% | — |
| 170 | — | VANGUARD TAX-MANAGED FDS | $545,514 | 0.0% | +0% | — |
| 171 | — | SCHWAB STRATEGIC TR | $544,078 | 0.0% | +0% | — |
| 172 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $525,991 | 0.0% | +0% | 63.7 |
| 173 |  $IDA | IDACORP INC | $522,699 | 0.0% | +0% | 62.6 |
| 174 |  $SONY | Sony Group Corp | $520,730 | 0.0% | +0% | — |
| 175 |  $IRM | IRON MOUNTAIN INC | $517,748 | 0.0% | +6% | 50.7 |
| 176 |  $FE | FIRSTENERGY CORP | $517,195 | 0.0% | -2% | 61.6 |
| 177 |  $AD | ARRAY DIGITAL INFRASTRUCTURE, INC. | $507,540 | 0.0% | +0% | 58.7 |
| 178 |  $UNP | UNION PACIFIC CORP | $501,849 | 0.0% | -21% | 74 |
| 179 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $501,790 | 0.0% | +4% | 64.9 |
| 180 |  $RHP | Ryman Hospitality Properties, Inc. | $484,418 | 0.0% | +0% | 64.8 |
| 181 | — | ISHARES TR | $473,345 | 0.0% | +0% | — |
| 182 |  $HAL | HALLIBURTON CO | $465,578 | 0.0% | -1% | 50.9 |
| 183 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $463,246 | 0.0% | +0% | 66.4 |
| 184 |  $ITT | ITT INC. | $457,579 | 0.0% | +0% | 63.1 |
| 185 |  $LRCX | LAM RESEARCH CORP | $455,428 | 0.0% | +2% | 82.4 |
| 186 | — | SCHWAB STRATEGIC TR | $450,527 | 0.0% | +0% | — |
| 187 |  $IVZ | Invesco Ltd. | $444,691 | 0.0% | +1% | — |
| 188 | — | SELECT SECTOR SPDR TR | $442,531 | 0.0% | -21% | — |
| 189 |  $DEO | DIAGEO PLC | $441,787 | 0.0% | +22% | — |
| 190 |  $NTRS | NORTHERN TRUST CORP | $440,065 | 0.0% | +0% | 71.8 |
| 191 |  $COF | CAPITAL ONE FINANCIAL CORP | $440,022 | 0.0% | -1% | 71 |
| 192 |  $VMI | VALMONT INDUSTRIES INC | $439,527 | 0.0% | +0% | 60.1 |
| 193 |  $AZZ | AZZ INC | $437,955 | 0.0% | +0% | 57.2 |
| 194 | — | ISHARES TR | $433,492 | 0.0% | +0% | — |
| 195 |  $RNR | RENAISSANCERE HOLDINGS LTD | $430,984 | 0.0% | +0% | — |
| 196 |  $NUE | NUCOR CORP | $428,938 | 0.0% | -5% | 58.9 |
| 197 |  $TRV | TRAVELERS COMPANIES, INC. | $427,895 | 0.0% | +0% | 71.5 |
| 198 |  $NDAQ | NASDAQ, INC. | $426,912 | 0.0% | +0% | 78.5 |
| 199 | — | ISHARES TR | $421,600 | 0.0% | +0% | — |
| 200 |  $ES | EVERSOURCE ENERGY | $417,274 | 0.0% | +0% | 67 |
| 201 |  $AMGN | AMGEN INC | $416,169 | 0.0% | +0% | 79.5 |
| 202 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $415,293 | 0.0% | +8% | — |
| 203 |  $CEG | Constellation Energy Corp | $415,245 | 0.0% | +0% | 62.5 |
| 204 |  $WT | WisdomTree, Inc. | $410,881 | 0.0% | +18% | 62.9 |
| 205 | — | VANGUARD WORLD FD | $407,745 | 0.0% | -8% | — |
| 206 | — | ISHARES TR | $398,833 | 0.0% | +0% | — |
| 207 |  $XEL | XCEL ENERGY INC | $396,327 | 0.0% | -5% | — |
| 208 |  $GPN | GLOBAL PAYMENTS INC | $392,696 | 0.0% | +0% | 42.9 |
| 209 |  $ADP | AUTOMATIC DATA PROCESSING INC | $391,547 | 0.0% | -1% | 77.9 |
| 210 | — | ISHARES TR | $385,219 | 0.0% | +0% | — |
| 211 |  $AEM | AGNICO EAGLE MINES LTD | $384,039 | 0.0% | -10% | — |
| 212 |  $SHEL | Shell plc | $382,721 | 0.0% | +0% | — |
| 213 |  $MS | MORGAN STANLEY | $381,967 | 0.0% | -2% | — |
| 214 | — | T ROWE PRICE ETF INC | $377,835 | 0.0% | +0% | — |
| 215 |  $ROST | ROSS STORES, INC. | $376,720 | 0.0% | +0% | 71.5 |
| 216 |  $APD | Air Products & Chemicals, Inc. | $372,118 | 0.0% | -1% | 41.2 |
| 217 | — | VANGUARD WORLD FD | $370,479 | 0.0% | +0% | — |
| 218 |  $TRN | TRINITY INDUSTRIES INC | $370,070 | 0.0% | +0% | 47.5 |
| 219 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $368,621 | 0.0% | +0% | 66.5 |
| 220 |  $GFF | GRIFFON CORP | $363,400 | 0.0% | +0% | 39.1 |
| 221 |  $PRA | PROASSURANCE CORP | $361,392 | 0.0% | -28% | 42.6 |
| 222 | — | ISHARES TR | $353,711 | 0.0% | +0% | — |
| 223 |  $MMM | 3M CO | $353,649 | 0.0% | +49% | 60.7 |
| 224 |  $SLB | SLB LIMITED/NV | $348,640 | 0.0% | +4% | 63.2 |
| 225 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $346,308 | — | NEW | — |
| 226 |  $UL | UNILEVER PLC | $339,884 | 0.0% | -13% | — |
| 227 |  $POST | Post Holdings, Inc. | $336,124 | 0.0% | +0% | 53.8 |
| 228 |  $LOW | LOWES COMPANIES INC | $333,864 | 0.0% | -17% | 63.5 |
| 229 |  $TECK | TECK RESOURCES LTD | $324,266 | 0.0% | +6% | — |
| 230 |  $IAU | ISHARES GOLD TRUST | $323,988 | 0.0% | +0% | — |
| 231 |  $ALL | ALLSTATE CORP | $319,097 | 0.0% | -11% | 76.6 |
| 232 |  $FBK | FB Financial Corp | $318,237 | 0.0% | +0% | — |
| 233 |  $CCZ | COMCAST CORP | $317,591 | 0.0% | -6% | 70.4 |
| 234 |  $SXT | SENSIENT TECHNOLOGIES CORP | $311,184 | 0.0% | +0% | 57.3 |
| 235 |  $SBUX | STARBUCKS CORP | $309,508 | 0.0% | +0% | 54.6 |
| 236 |  $TER | TERADYNE, INC | $306,244 | 0.0% | NEW | 74.6 |
| 237 | — | VANECK ETF TRUST | $303,048 | 0.0% | +0% | — |
| 238 | — | ISHARES TR | $296,164 | 0.0% | +1% | — |
| 239 | — | ISHARES TR | $292,625 | 0.0% | +0% | — |
| 240 |  $LIN | LINDE PLC | $288,823 | 0.0% | -2% | — |
| 241 | — | VANGUARD WORLD FD | $282,562 | 0.0% | -6% | — |
| 242 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $281,483 | 0.0% | +0% | 74.4 |
| 243 | — | VANGUARD INDEX FDS | $280,917 | 0.0% | +0% | — |
| 244 |  $OBDC | Blue Owl Capital Corp | $280,331 | 0.0% | +28% | — |
| 245 |  $CLX | CLOROX CO /DE/ | $276,071 | 0.0% | -7% | 63.5 |
| 246 |  $AEE | AMEREN CORP | $269,304 | 0.0% | +0% | 63.5 |
| 247 | — | SIMPLIFY EXCHANGE TRADED FUN | $269,196 | 0.0% | NEW | — |
| 248 |  $BSX | BOSTON SCIENTIFIC CORP | $269,010 | 0.0% | -9% | 79.9 |
| 249 | — | VANGUARD INDEX FDS | $262,124 | 0.0% | +0% | — |
| 250 |  $ACIC | AMERICAN COASTAL INSURANCE Corp | $261,990 | 0.0% | +0% | 64 |
| 251 | — | J P MORGAN EXCHANGE TRADED F | $260,911 | 0.0% | +0% | — |
| 252 |  $KGC | KINROSS GOLD CORP | $259,390 | 0.0% | +0% | — |
| 253 |  $FDX | FEDEX CORP | $259,347 | 0.0% | -8% | 60.3 |
| 254 |  $KRYS | Krystal Biotech, Inc. | $258,320 | 0.0% | NEW | 75.9 |
| 255 |  $LNT | ALLIANT ENERGY CORP | $254,892 | 0.0% | -4% | 56.7 |
| 256 |  $SMBK | SMARTFINANCIAL INC. | $253,981 | 0.0% | +0% | — |
| 257 | — | J P MORGAN EXCHANGE TRADED F | $253,059 | 0.0% | +0% | — |
| 258 |  $DG | DOLLAR GENERAL CORP | $251,477 | 0.0% | +0% | 60.4 |
| 259 |  $CHE | CHEMED CORP | $249,309 | 0.0% | +0% | 67.2 |
| 260 |  $CTVA | Corteva, Inc. | $248,619 | 0.0% | NEW | 48.4 |
| 261 |  $ADBE | ADOBE INC. | $243,810 | 0.0% | NEW | 80.4 |
| 262 |  $PSLV | Sprott Physical Silver Trust | $243,730 | 0.0% | +0% | — |
| 263 | — | SCHWAB STRATEGIC TR | $240,452 | 0.0% | +0% | — |
| 264 |  $ISRG | INTUITIVE SURGICAL INC | $239,254 | 0.0% | -19% | 81.4 |
| 265 | — | ISHARES TR | $238,992 | 0.0% | +0% | — |
| 266 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $238,255 | 0.0% | NEW | — |
| 267 | — | VANGUARD WORLD FD | $234,452 | 0.0% | +0% | — |
| 268 |  $CRWD | CrowdStrike Holdings, Inc. | $233,856 | 0.0% | -17% | 55 |
| 269 |  $CRM | Salesforce, Inc. | $233,525 | 0.0% | -29% | 75.2 |
| 270 |  $PPG | PPG INDUSTRIES INC | $233,106 | 0.0% | +0% | 57.1 |
| 271 |  $MCK | MCKESSON CORP | $232,782 | 0.0% | -6% | 63.7 |
| 272 |  $SHOP | SHOPIFY INC. | $232,140 | 0.0% | +0% | — |
| 273 |  $HWC | HANCOCK WHITNEY CORP | $231,659 | 0.0% | +0% | — |
| 274 | — | ISHARES TR | $231,536 | 0.0% | -95% | — |
| 275 | — | VANGUARD INDEX FDS | $229,814 | 0.0% | +0% | — |
| 276 |  $DOV | DOVER Corp | $229,612 | 0.0% | +0% | 63.1 |
| 277 |  $MPT | MEDICAL PROPERTIES TRUST INC | $227,896 | 0.0% | +7% | 42 |
| 278 |  $HUBB | HUBBELL INC | $227,704 | 0.0% | -5% | 68.7 |
| 279 |  $USB | US BANCORP DE | $227,128 | 0.0% | +0% | 71.4 |
| 280 |  $SPHR | Sphere Entertainment Co. | $226,935 | 0.0% | NEW | 50.3 |
| 281 | — | VANGUARD INDEX FDS | $225,253 | 0.0% | +0% | — |
| 282 |  $ADM | Archer-Daniels-Midland Co | $223,595 | 0.0% | NEW | 49.4 |
| 283 |  $CXT | Crane NXT, Co. | $223,245 | 0.0% | +0% | 43.3 |
| 284 | — | J P MORGAN EXCHANGE TRADED F | $219,304 | 0.0% | +0% | — |
| 285 |  $PCAR | PACCAR INC | $218,988 | 0.0% | +0% | 56.5 |
| 286 |  $CASY | CASEYS GENERAL STORES INC | $218,358 | 0.0% | NEW | 59.9 |
| 287 |  $ITW | ILLINOIS TOOL WORKS INC | $215,947 | 0.0% | +0% | 71.2 |
| 288 |  $FCX | FREEPORT-MCMORAN INC | $214,606 | 0.0% | NEW | 73.1 |
| 289 |  $EVRG | Evergy, Inc. | $213,074 | 0.0% | NEW | 56.2 |
| 290 | — | PROFESIONALLY MANAGED PORTFO | $212,352 | 0.0% | +0% | — |
| 291 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $208,020 | 0.0% | NEW | 69.4 |
| 292 |  $C | CITIGROUP INC | $207,918 | 0.0% | +0% | 54.8 |
| 293 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $207,203 | 0.0% | +0% | 52.1 |
| 294 |  $MWA | Mueller Water Products, Inc. | $206,478 | 0.0% | NEW | 64.7 |
| 295 | — | SCHWAB STRATEGIC TR | $206,281 | 0.0% | -66% | — |
| 296 |  $IR | Ingersoll Rand Inc. | $201,663 | 0.0% | NEW | 55.4 |
| 297 |  $RIVN | Rivian Automotive, Inc. / DE | $166,694 | 0.0% | +0% | 36 |
| 298 |  $CRT | CROSS TIMBERS ROYALTY TRUST | $157,135 | 0.0% | NEW | — |
| 299 |  $SJT | SAN JUAN BASIN ROYALTY TRUST | $144,039 | 0.0% | +36% | — |
| 300 |  $ZDGE | Zedge, Inc. | $133,817 | 0.0% | +0% | 40.6 |
| 301 |  $ABEV | AMBEV S.A. | $131,958 | 0.0% | -1% | — |
| 302 |  $AGNC | AGNC Investment Corp. | $100,945 | 0.0% | NEW | — |
| 303 |  $MARPS | MARINE PETROLEUM TRUST | $84,567 | 0.0% | NEW | — |
| 304 |  $KSCP | Knightscope, Inc. | $83,400 | 0.0% | NEW | — |
| 305 |  $MTR | MESA ROYALTY TRUST/TX | $79,559 | 0.0% | +0% | — |
| 306 | — | BITFARMS LTD | $63,843 | 0.0% | +0% | — |
| 307 |  $GTN | GRAY MEDIA, INC | $53,682 | 0.0% | +0% | 37.9 |
| 308 |  $UROY | Uranium Royalty Corp. | $51,502 | 0.0% | +0% | — |
| 309 |  $WWR | WESTWATER RESOURCES, INC. | $15,010 | 0.0% | +0% | — |
| 310 |  $CTM | Castellum, Inc. | $5,895 | 0.0% | +0% | 36.1 |
New Positions (22)
$PNFP Pinnacle Financial Partners, Inc.$2.7M$BRK.A BERKSHIRE HATHAWAY INC$718,140$GLW CORNING INC /NY$686,785$QQQPUT INVESCO QQQ TRUST, SERIES 1$346,308$TER TERADYNE, INC$306,244 SIMPLIFY EXCHANGE TRADED FUN$269,196
$KRYS Krystal Biotech, Inc.$258,320$CTVA Corteva, Inc.$248,619$ADBE ADOBE INC.$243,810$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$238,255$SPHR Sphere Entertainment Co.$226,935$ADM Archer-Daniels-Midland Co$223,595$CASY CASEYS GENERAL STORES INC$218,358$FCX FREEPORT-MCMORAN INC$214,606$EVRG Evergy, Inc.$213,074Exited Positions (18)
$ACN Accenture plc SYNOVUS FINL CORP
$GIS GENERAL MILLS INC
$NLY ANNALY CAPITAL MANAGEMENT INC PGIM ETF TR
$TGNA TEGNA INC
$MCHP MICROCHIP TECHNOLOGY INC
$LVS LAS VEGAS SANDS CORP
$FSLR FIRST SOLAR, INC.
$FBIN Fortune Brands Innovations, Inc. CADENCE BANK
$DAL DELTA AIR LINES, INC.
$COIN Coinbase Global, Inc.$NVDACALL NVIDIA CORP
$BABA Alibaba Group Holding LtdBrowse Top Institutional Investors
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