Evercore Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1482689
Institutional-grade research for retail investors
13F Reported Value
ⓘ$6.4B
Holdings
418
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evercore Wealth Management, LLC disclosed 418 positions worth $6.4B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 17 new positions and exited 18 — including a new stake in $VOYG and a full exit from $BWA. The portfolio is most concentrated in Technology (32.6% of disclosed assets). All figures are sourced directly from Evercore Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1482689.
AI Fund Analysis
Diversifying
$AAPL6.0% weight
Held 9 quarters
$NVDA6.0% weight
Held 9 quarters
$MSFT4.6% weight
Held 9 quarters
$GOOG4.0% weight
Held 9 quarters
$AMZN3.7% weight
Held 9 quarters
VANGUARD INDEX FDS
7 quarters accumulating
$ARCC4 quarters accumulating
VANGUARD INTL EQUITY INDEX
4 quarters accumulating
JANUS DETROIT STR TR
4 quarters accumulating
$GLDM4 quarters accumulating
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryOtherIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$381.8M1,504,338 sh - 90.2#1
Quality
$380.7M2,182,929 sh - 83.7#15
Quality
$290.3M784,201 sh - 80.2
Quality
$254.6M887,425 sh - 74.6
Quality
$233.7M1,122,187 sh - 80.2
Quality
$205.3M714,008 sh - 81.7
Quality
$195.9M392,062 sh - —
Quality
$193.8M1,177,393 sh - 79.5
Quality
$185.2M134,308 sh - 66.5
Quality
$173.7M51,425 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $381.8M | 1,504,338 |
| NVIDIA CORP$NVDA | 90.2#1 | $380.7M | 2,182,929 |
| MICROSOFT CORP$MSFT | 83.7#15 | $290.3M | 784,201 |
 Alphabet Inc.$GOOGL | 80.2 | $254.6M | 887,425 |
| AMAZON COM INC$AMZN | 74.6 | $233.7M | 1,122,187 |
| Alphabet Inc.$GOOG | 80.2 | $205.3M | 714,008 |
 Mastercard Inc$MA | 81.7 | $195.9M | 392,062 |
 MORGAN STANLEY$MS | — | $193.8M | 1,177,393 |
 COMFORT SYSTEMS USA INC$FIX | 79.5 | $185.2M | 134,308 |
 AUTOZONE INC$AZO | 66.5 | $173.7M | 51,425 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evercore Wealth Management, LLC's 418 positions.
Showing top 10 of 418 holdings.
Sector Allocation
Technology
$2.1B
Financials
$1.5B
Consumer Discretionary
$937.7M
Other
$596.3M
Industrials
$414.1M
Energy
$320.5M
Real Estate
$199.8M
Healthcare
$157.1M
Full Holdings — Evercore Wealth Management, LLC (Q1 2026)
All 418 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. | $381.8M | 6.0% | -5% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $380.7M | 6.0% | -4% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $290.3M | 4.6% | -3% | 83.7 |
| 4 | $GOOGL | Alphabet Inc. | $254.6M | 4.0% | -7% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $233.7M | 3.7% | -2% | 74.6 |
| 6 | $GOOG | Alphabet Inc. | $205.3M | 3.2% | -5% | 80.2 |
| 7 | $MA | Mastercard Inc | $195.9M | 3.1% | -2% | 81.7 |
| 8 | $MS | MORGAN STANLEY | $193.8M | 3.0% | -3% | — |
| 9 | $FIX | COMFORT SYSTEMS USA INC | $185.2M | 2.9% | -13% | 79.5 |
| 10 | $AZO | AUTOZONE INC | $173.7M | 2.7% | -1% | 66.5 |
| 11 |  $WMB | WILLIAMS COMPANIES, INC. | $172.5M | 2.7% | -4% | 72.8 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $156.5M | 2.5% | -9% | 35.6 |
| 13 |  $BX | Blackstone Inc. | $154.7M | 2.4% | +2% | 68 |
| 14 |  $HD | HOME DEPOT, INC. | $142.1M | 2.2% | -2% | 69.2 |
| 15 |  $CB | Chubb Ltd | $137.1M | 2.2% | -2% | — |
| 16 |  $CBRE | CBRE GROUP, INC. | $133.7M | 2.1% | -1% | 62.9 |
| 17 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $131.1M | 2.1% | -3% | 63.7 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $123.5M | 1.9% | -3% | 64.5 |
| 19 |  $VIK | Viking Holdings Ltd | $122.9M | 1.9% | +1% | — |
| 20 |  $BLK | BlackRock, Inc. | $102.1M | 1.6% | -2% | 70.3 |
| 21 |  $COST | COSTCO WHOLESALE CORP /NEW | $99.8M | 1.6% | -1% | 67 |
| 22 |  $WT | WisdomTree, Inc. | $93.5M | 1.5% | +1% | 62.9 |
| 23 |  $UBER | Uber Technologies, Inc | $83.2M | 1.3% | +6% | 79.3 |
| 24 |  $EOG | EOG RESOURCES INC | $79.4M | 1.3% | -1% | 71.1 |
| 25 |  $GNRC | GENERAC HOLDINGS INC. | $75.4M | 1.2% | -2% | 58.2 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $75.2M | 1.2% | -1% | — |
| 27 | — | VANGUARD INDEX FDS | $75.0M | 1.2% | +15% | — |
| 28 |  $SPOT | Spotify Technology S.A. | $73.4M | 1.1% | NEW | — |
| 29 |  $SN | SharkNinja, Inc. | $71.0M | 1.1% | +25% | — |
| 30 |  $BLDR | Builders FirstSource, Inc. | $66.1M | 1.0% | -2% | 48.4 |
| 31 |  $PGR | PROGRESSIVE CORP/OH/ | $62.9M | 1.0% | +14% | 83.6 |
| 32 |  $AMT | AMERICAN TOWER CORP /MA/ | $59.7M | 0.9% | -3% | 69.8 |
| 33 | $ARCC | ARES CAPITAL CORP | $56.2M | 0.9% | +6% | — |
| 34 |  $IAU | ISHARES GOLD TRUST | $54.7M | 0.9% | -1% | — |
| 35 |  $CROX | Crocs, Inc. | $53.0M | 0.8% | -0% | 42.1 |
| 36 | — | ISHARES TR | $52.2M | 0.8% | +2% | — |
| 37 |  $ADBE | ADOBE INC. | $49.3M | 0.8% | -4% | 80.4 |
| 38 | $WT | WisdomTree, Inc. | $48.8M | 0.8% | +6% | 62.9 |
| 39 |  $MELI | MERCADOLIBRE INC | $46.0M | 0.7% | +13% | 77.5 |
| 40 | — | VANGUARD INTL EQUITY INDEX F | $45.1M | 0.7% | +57% | — |
| 41 |  $TJX | TJX COMPANIES INC /DE/ | $43.4M | 0.7% | -11% | 70.7 |
| 42 | — | JANUS DETROIT STR TR | $39.1M | 0.6% | +9% | — |
| 43 | $GLDM | World Gold Trust | $36.6M | 0.6% | +12% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $32.5M | 0.5% | -15% | 72.8 |
| 45 |  $GLD | SPDR GOLD TRUST | $31.1M | 0.5% | -2% | — |
| 46 |  $SHW | SHERWIN WILLIAMS CO | $30.6M | 0.5% | -3% | 65.3 |
| 47 |  $CVX | CHEVRON CORP | $29.9M | 0.5% | -6% | 54.7 |
| 48 | — | ISHARES TR | $25.5M | 0.4% | -3% | — |
| 49 |  $LLY | ELI LILLY & Co | $24.9M | 0.4% | -22% | 89.3 |
| 50 |  $UNH | UNITEDHEALTH GROUP INC | $22.9M | 0.4% | -22% | 66.8 |
| 51 |  $ACN | Accenture plc | $19.2M | 0.3% | -27% | — |
| 52 |  $ABBV | AbbVie Inc. | $17.8M | 0.3% | -2% | 59.3 |
| 53 | — | ISHARES TR | $17.4M | 0.3% | -1% | — |
| 54 |  $NEE | NEXTERA ENERGY INC | $16.2M | 0.3% | +1% | 71.7 |
| 55 | — | VANGUARD TAX-MANAGED FDS | $15.4M | 0.2% | +10% | — |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $15.2M | 0.2% | +9% | 66.7 |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $13.6M | 0.2% | -4% | 72.3 |
| 58 |  $TSLA | Tesla, Inc. | $13.4M | 0.2% | -1% | 50.1 |
| 59 |  $PEP | PEPSICO INC | $13.0M | 0.2% | -9% | 62.7 |
| 60 |  $XOM | EXXON MOBIL CORP | $12.8M | 0.2% | -7% | 61.8 |
| 61 |  $ROP | ROPER TECHNOLOGIES INC | $12.6M | 0.2% | -8% | 72.2 |
| 62 |  $MCK | MCKESSON CORP | $12.1M | 0.2% | -1% | 63.7 |
| 63 | — | VANGUARD INTL EQUITY INDEX F | $11.3M | 0.2% | +47% | — |
| 64 |  $IVZ | Invesco Ltd. | $11.2M | 0.2% | +14% | — |
| 65 | — | ISHARES TR | $11.2M | 0.2% | +123% | — |
| 66 | — | VANGUARD INTL EQUITY INDEX F | $11.1M | 0.2% | +87% | — |
| 67 |  $ADP | AUTOMATIC DATA PROCESSING INC | $11.1M | 0.2% | -1% | 77.9 |
| 68 |  $MRK | Merck & Co., Inc. | $11.0M | 0.2% | -1% | 70.9 |
| 69 |  $MCD | MCDONALDS CORP | $10.8M | 0.2% | -8% | 73.9 |
| 70 |  $RTX | RTX Corp | $10.6M | 0.2% | -14% | 70 |
| 71 |  $KO | COCA COLA CO | $10.2M | 0.2% | -0% | 74 |
| 72 |  $V | VISA INC. | $10.2M | 0.2% | -4% | 83.5 |
| 73 |  $AVGO | Broadcom Inc. | $9.9M | 0.2% | -2% | 86.4 |
| 74 |  $SYK | STRYKER CORP | $9.9M | 0.2% | -0% | 69.8 |
| 75 | — | ISHARES TR | $9.8M | 0.1% | -5% | — |
| 76 |  $WMT | Walmart Inc. | $9.7M | 0.1% | -1% | 63.2 |
| 77 | — | ISHARES TR | $9.7M | 0.1% | -0% | — |
| 78 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $9.5M | 0.1% | -1% | — |
| 79 |  $ABT | ABBOTT LABORATORIES | $9.0M | 0.1% | -10% | 67 |
| 80 |  $PG | PROCTER & GAMBLE Co | $8.9M | 0.1% | -8% | 72.9 |
| 81 |  $ORCL | ORACLE CORP | $8.8M | 0.1% | -2% | 67.2 |
| 82 |  $JBL | JABIL INC | $8.7M | 0.1% | -8% | 51.9 |
| 83 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.3M | 0.1% | +2% | 66.4 |
| 84 |  $AMAT | APPLIED MATERIALS INC /DE | $8.0M | 0.1% | -2% | 74.8 |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.9M | 0.1% | +0% | 64.5 |
| 86 | — | SELECT SECTOR SPDR TR | $7.8M | 0.1% | -8% | — |
| 87 |  $TXN | TEXAS INSTRUMENTS INC | $7.8M | 0.1% | -7% | 70.4 |
| 88 |  $MPLX | MPLX LP | $7.5M | 0.1% | +0% | 76.5 |
| 89 |  $LOW | LOWES COMPANIES INC | $7.5M | 0.1% | -1% | 63.5 |
| 90 |  $APH | AMPHENOL CORP /DE/ | $7.1M | 0.1% | -9% | 80.5 |
| 91 |  $CAT | CATERPILLAR INC | $6.3M | 0.1% | -1% | 67.8 |
| 92 | — | SELECT SECTOR SPDR TR | $6.3M | 0.1% | -8% | — |
| 93 |  $AMGN | AMGEN INC | $6.3M | 0.1% | -1% | 79.5 |
| 94 | — | ISHARES TR | $6.2M | 0.1% | +0% | — |
| 95 | — | VANGUARD INDEX FDS | $6.0M | 0.1% | +0% | — |
| 96 | — | VANGUARD INDEX FDS | $6.0M | 0.1% | -0% | — |
| 97 |  $IBIT | iShares Bitcoin Trust ETF | $5.8M | 0.1% | +23% | — |
| 98 |  $ITW | ILLINOIS TOOL WORKS INC | $5.6M | 0.1% | -0% | 71.2 |
| 99 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.5M | 0.1% | +10% | — |
| 100 |  $ECL | ECOLAB INC. | $5.5M | 0.1% | -0% | 64.3 |
| 101 |  $NET | Cloudflare, Inc. | $5.3M | 0.1% | +0% | 52.6 |
| 102 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.2M | 0.1% | -0% | — |
| 103 |  $UNP | UNION PACIFIC CORP | $4.8M | 0.1% | -1% | 74 |
| 104 |  $CRM | Salesforce, Inc. | $4.6M | 0.1% | -1% | 75.2 |
| 105 |  $PLTR | Palantir Technologies Inc. | $4.5M | 0.1% | -7% | 85.8 |
| 106 | — | VANGUARD INDEX FDS | $4.5M | 0.1% | +0% | — |
| 107 | — | VANGUARD INDEX FDS | $4.4M | 0.1% | +14% | — |
| 108 |  $GS | GOLDMAN SACHS GROUP INC | $4.4M | 0.1% | +0% | — |
| 109 | — | ISHARES TR | $4.2M | 0.1% | +1% | — |
| 110 | — | VANGUARD INDEX FDS | $4.2M | 0.1% | +0% | — |
| 111 | — | SPDR SERIES TRUST | $4.2M | 0.1% | +9% | — |
| 112 |  $PM | Philip Morris International Inc. | $4.1M | 0.1% | -4% | 80.5 |
| 113 |  $DHR | DANAHER CORP /DE/ | $4.1M | 0.1% | -2% | 63.9 |
| 114 | — | ISHARES TR | $4.1M | 0.1% | +1% | — |
| 115 |  $EMR | EMERSON ELECTRIC CO | $3.9M | 0.1% | -3% | 65.9 |
| 116 |  $AXP | AMERICAN EXPRESS CO | $3.8M | 0.1% | -9% | 73.2 |
| 117 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.8M | 0.1% | -0% | 72.7 |
| 118 |  $HON | HONEYWELL INTERNATIONAL INC | $3.7M | 0.1% | -6% | 65.7 |
| 119 |  $META | Meta Platforms, Inc. | $3.6M | 0.1% | +0% | 80.9 |
| 120 | — | SELECT SECTOR SPDR TR | $3.5M | 0.1% | -2% | — |
| 121 | — | ISHARES TR | $3.5M | 0.1% | +0% | — |
| 122 |  $DIS | Walt Disney Co | $3.4M | 0.1% | -5% | 68.9 |
| 123 |  $NFLX | NETFLIX INC | $3.4M | 0.1% | -2% | 86.7 |
| 124 |  $DUK | Duke Energy CORP | $3.2M | 0.1% | -2% | 64 |
| 125 |  $WFC | WELLS FARGO & COMPANY/MN | $3.1M | 0.1% | +0% | — |
| 126 |  $TRV | TRAVELERS COMPANIES, INC. | $3.0M | 0.1% | -1% | 71.5 |
| 127 |  $GEV | GE Vernova Inc. | $3.0M | 0.1% | +1% | 70.1 |
| 128 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.0M | 0.1% | -5% | 65.3 |
| 129 | — | ISHARES TR | $2.9M | 0.1% | -1% | — |
| 130 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.1% | -0% | 74.8 |
| 131 |  $AFL | AFLAC INC | $2.9M | 0.1% | -1% | 60.3 |
| 132 |  $PFE | PFIZER INC | $2.9M | 0.0% | -5% | 69 |
| 133 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.8M | 0.0% | +0% | 73.6 |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $2.8M | 0.0% | +0% | 65 |
| 135 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $2.7M | 0.0% | -1% | 68.8 |
| 136 |  $ICE | Intercontinental Exchange, Inc. | $2.7M | 0.0% | -1% | 73.8 |
| 137 |  $CSR | CENTERSPACE | $2.6M | 0.0% | -2% | 66.1 |
| 138 | — | VANGUARD SPECIALIZED FUNDS | $2.6M | 0.0% | -1% | — |
| 139 | — | ISHARES TR | $2.5M | 0.0% | +0% | — |
| 140 | — | SELECT SECTOR SPDR TR | $2.4M | 0.0% | -12% | — |
| 141 |  $QCOM | QUALCOMM INC/DE | $2.4M | 0.0% | +4% | 81.9 |
| 142 |  $PH | Parker-Hannifin Corp | $2.3M | 0.0% | -11% | 73.8 |
| 143 | — | SELECT SECTOR SPDR TR | $2.3M | 0.0% | +1% | — |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.0% | -6% | 68.4 |
| 145 |  $RPM | RPM INTERNATIONAL INC/DE/ | $2.3M | 0.0% | -29% | 57.3 |
| 146 |  $MDT | Medtronic plc | $2.2M | 0.0% | -0% | — |
| 147 | — | ISHARES TR | $2.2M | 0.0% | -2% | — |
| 148 | — | VANGUARD WORLD FD | $2.2M | 0.0% | +0% | — |
| 149 |  $PSX | Phillips 66 | $2.2M | 0.0% | -0% | 47.6 |
| 150 |  $BA | BOEING CO | $2.2M | 0.0% | -5% | 51.8 |
| 151 | — | SELECT SECTOR SPDR TR | $2.2M | 0.0% | +0% | — |
| 152 | — | ISHARES TR | $2.1M | 0.0% | -2% | — |
| 153 |  $GLW | CORNING INC /NY | $2.1M | 0.0% | -1% | 72.7 |
| 154 |  $CL | COLGATE PALMOLIVE CO | $2.1M | 0.0% | -8% | 72.4 |
| 155 |  $SBUX | STARBUCKS CORP | $2.1M | 0.0% | -7% | 54.6 |
| 156 | — | SELECT SECTOR SPDR TR | $2.0M | 0.0% | -1% | — |
| 157 |  $YUM | YUM BRANDS INC | $2.0M | 0.0% | -3% | 71.7 |
| 158 |  $NKE | NIKE, Inc. | $2.0M | 0.0% | -11% | 53.4 |
| 159 |  $DOV | DOVER Corp | $2.0M | 0.0% | +14% | 63.1 |
| 160 | — | ISHARES TR | $1.9M | 0.0% | +9% | — |
| 161 |  $TGT | TARGET CORP | $1.9M | 0.0% | -13% | 53.1 |
| 162 | — | ISHARES TR | $1.8M | 0.0% | -1% | — |
| 163 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.8M | 0.0% | -3% | 65.9 |
| 164 |  $KMI | KINDER MORGAN, INC. | $1.8M | 0.0% | +0% | 74.6 |
| 165 |  $MMM | 3M CO | $1.8M | 0.0% | -0% | 60.7 |
| 166 | — | ISHARES TR | $1.8M | 0.0% | -1% | — |
| 167 | — | DBX ETF TR | $1.8M | 0.0% | +0% | — |
| 168 |  $OTIS | Otis Worldwide Corp | $1.7M | 0.0% | -15% | 60.3 |
| 169 |  $ADI | ANALOG DEVICES INC | $1.6M | 0.0% | +0% | 76.2 |
| 170 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.6M | 0.0% | -3% | 70.9 |
| 171 | — | ISHARES INC | $1.6M | 0.0% | +8% | — |
| 172 |  $SON | SONOCO PRODUCTS CO | $1.6M | 0.0% | -16% | 63 |
| 173 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.0% | +0% | 70.7 |
| 174 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.6M | 0.0% | +0% | 66.5 |
| 175 | — | ISHARES TR | $1.6M | 0.0% | +0% | — |
| 176 |  $SYY | SYSCO CORP | $1.6M | 0.0% | +0% | 58.4 |
| 177 |  $SCHW | SCHWAB CHARLES CORP | $1.6M | 0.0% | -90% | 77.2 |
| 178 | — | SELECT SECTOR SPDR TR | $1.5M | 0.0% | -12% | — |
| 179 | — | SELECT SECTOR SPDR TR | $1.5M | 0.0% | -20% | — |
| 180 |  $GILD | GILEAD SCIENCES, INC. | $1.5M | 0.0% | -2% | 77.8 |
| 181 | — | SPDR SERIES TRUST | $1.5M | 0.0% | +62% | — |
| 182 |  $CARR | CARRIER GLOBAL Corp | $1.5M | 0.0% | -46% | 61.5 |
| 183 |  $VOYG | Voyager Technologies, Inc./TX | $1.5M | 0.0% | NEW | 27.6 |
| 184 | — | ISHARES TR | $1.5M | 0.0% | -26% | — |
| 185 |  $INTC | INTEL CORP | $1.5M | 0.0% | -9% | 41.5 |
| 186 | — | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.0% | +0% | — |
| 187 |  $SEI | Solaris Energy Infrastructure, Inc. | $1.4M | 0.0% | +0% | 56.9 |
| 188 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.4M | 0.0% | +0% | 71.5 |
| 189 |  $EQIX | EQUINIX INC | $1.4M | 0.0% | +0% | 61.4 |
| 190 |  $ZTS | Zoetis Inc. | $1.4M | 0.0% | +2% | 72.6 |
| 191 | $DOV | DOVER Corp | $1.4M | 0.0% | -6% | 63.1 |
| 192 |  $AYI | ACUITY INC. (DE) | $1.4M | 0.0% | -0% | 68.9 |
| 193 |  $COP | CONOCOPHILLIPS | $1.4M | 0.0% | -13% | 74.8 |
| 194 |  $CDW | CDW Corp | $1.3M | 0.0% | -98% | 61.6 |
| 195 |  $NXPI | NXP Semiconductors N.V. | $1.3M | 0.0% | -3% | — |
| 196 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.3M | 0.0% | -3% | 70.1 |
| 197 |  $SLV | iShares Silver Trust | $1.3M | 0.0% | -40% | — |
| 198 |  $ATR | APTARGROUP, INC. | $1.3M | 0.0% | +0% | 64 |
| 199 | — | VANGUARD ADMIRAL FDS INC | $1.3M | 0.0% | +0% | — |
| 200 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.0% | -6% | 78.8 |
| 201 |  $SPGI | S&P Global Inc. | $1.3M | 0.0% | -6% | 79.4 |
| 202 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | +0% | — |
| 203 |  $ENB | ENBRIDGE INC | $1.2M | 0.0% | -4% | — |
| 204 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.0% | -5% | 88.4 |
| 205 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.0% | -17% | 58.2 |
| 206 |  $USB | US BANCORP DE | $1.2M | 0.0% | -1% | 71.4 |
| 207 |  $MDLZ | Mondelez International, Inc. | $1.2M | 0.0% | -13% | 53.9 |
| 208 |  $ETN | Eaton Corp plc | $1.1M | 0.0% | +0% | — |
| 209 |  $J | JACOBS SOLUTIONS INC. | $1.1M | 0.0% | +0% | 47.7 |
| 210 |  $TPL | Texas Pacific Land Corp | $1.1M | 0.0% | +0% | 79.1 |
| 211 |  $GD | GENERAL DYNAMICS CORP | $1.1M | 0.0% | -1% | 73 |
| 212 |  $BDX | BECTON DICKINSON & CO | $1.1M | 0.0% | +176% | 50.7 |
| 213 | — | SCHWAB STRATEGIC TR | $1.1M | 0.0% | +0% | — |
| 214 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.0% | +0% | 82.4 |
| 215 |  $DE | DEERE & CO | $1.0M | 0.0% | +0% | 57.4 |
| 216 | — | ISHARES TR | $1.0M | 0.0% | -1% | — |
| 217 |  $DELL | Dell Technologies Inc. | $1.0M | 0.0% | -1% | 76 |
| 218 |  $BN | BROOKFIELD Corp /ON/ | $1.0M | 0.0% | -37% | — |
| 219 |  $KLAC | KLA CORP | $1.0M | 0.0% | -4% | 84.4 |
| 220 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $968,891 | 0.0% | +6% | 75.1 |
| 221 | — | VANECK ETF TRUST | $960,320 | 0.0% | +0% | — |
| 222 |  $VZ | VERIZON COMMUNICATIONS INC | $951,455 | 0.0% | -19% | 71.6 |
| 223 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $936,841 | 0.0% | -0% | 76.6 |
| 224 |  $CCZ | COMCAST CORP | $919,237 | 0.0% | -8% | 70.4 |
| 225 |  $ED | CONSOLIDATED EDISON INC | $918,003 | 0.0% | -2% | 71.6 |
| 226 | — | PROFESIONALLY MANAGED PORTFO | $898,609 | 0.0% | -53% | — |
| 227 |  $Q | Qnity Electronics, Inc. | $895,118 | 0.0% | -15% | — |
| 228 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $894,674 | 0.0% | +0% | 74.7 |
| 229 |  $ANET | Arista Networks, Inc. | $884,384 | 0.0% | +0% | 86 |
| 230 |  $LIN | LINDE PLC | $869,067 | 0.0% | -1% | — |
| 231 |  $SO | SOUTHERN CO | $859,221 | 0.0% | +0% | 65.1 |
| 232 |  $PRM | Perimeter Solutions, Inc. | $854,700 | 0.0% | +0% | 56.5 |
| 233 | — | DIMENSIONAL ETF TRUST | $849,250 | 0.0% | +0% | — |
| 234 |  $STE | STERIS plc | $817,296 | 0.0% | +0% | — |
| 235 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $795,225 | 0.0% | +10% | — |
| 236 | — | STATE STR SPDR DOW JONES IND | $792,981 | 0.0% | +0% | — |
| 237 |  $KMB | KIMBERLY CLARK CORP | $781,118 | 0.0% | -2% | 61.7 |
| 238 |  $PAYX | PAYCHEX INC | $779,703 | 0.0% | -3% | 75.1 |
| 239 |  $COR | Cencora, Inc. | $766,501 | 0.0% | +0% | 59.6 |
| 240 |  $BKNG | Booking Holdings Inc. | $766,278 | 0.0% | +0% | 55.3 |
| 241 |  $AJG | Arthur J. Gallagher & Co. | $750,233 | 0.0% | -6% | 72.1 |
| 242 | $IVZ | Invesco Ltd. | $735,432 | 0.0% | +0% | — |
| 243 |  $TEL | TE Connectivity plc | $733,660 | 0.0% | +0% | — |
| 244 |  $MO | ALTRIA GROUP, INC. | $731,037 | 0.0% | -16% | 72.1 |
| 245 |  $WWD | Woodward, Inc. | $715,840 | 0.0% | -14% | 70.2 |
| 246 |  $INTU | INTUIT INC. | $693,105 | 0.0% | +75% | 82 |
| 247 |  $EIX | EDISON INTERNATIONAL | $691,625 | 0.0% | +2% | 70.7 |
| 248 |  $MPC | Marathon Petroleum Corp | $690,541 | 0.0% | -1% | 50.7 |
| 249 |  $MSI | Motorola Solutions, Inc. | $661,370 | 0.0% | +0% | 73.8 |
| 250 |  $MCO | MOODYS CORP /DE/ | $649,576 | 0.0% | -1% | 81.3 |
| 251 | — | ISHARES TR | $643,162 | 0.0% | -0% | — |
| 252 |  $CME | CME GROUP INC. | $637,956 | 0.0% | +0% | 74.5 |
| 253 |  $__PARK_1390777 | Bank of New York Mellon Corp | $630,281 | 0.0% | +0% | 36.7 |
| 254 |  $CMI | CUMMINS INC | $628,407 | 0.0% | +0% | 58.9 |
| 255 | — | ISHARES TR | $625,647 | 0.0% | -25% | — |
| 256 |  $DHI | HORTON D R INC /DE/ | $620,646 | 0.0% | +0% | 54.6 |
| 257 |  $RKLB | Rocket Lab Corp | $609,769 | 0.0% | +0% | 37.2 |
| 258 |  $RNR | RENAISSANCERE HOLDINGS LTD | $607,538 | 0.0% | +0% | — |
| 259 |  $BHST | BIOHARVEST SCIENCES INC. | $605,300 | 0.0% | +0% | — |
| 260 |  $BXSL | Blackstone Secured Lending Fund | $583,958 | 0.0% | +11% | — |
| 261 |  $CSX | CSX CORP | $583,813 | 0.0% | -2% | 66.4 |
| 262 |  $AWK | American Water Works Company, Inc. | $574,300 | 0.0% | +0% | 61.7 |
| 263 |  $TMUS | T-Mobile US, Inc. | $572,962 | 0.0% | -1% | 72.7 |
| 264 |  $TPR | TAPESTRY, INC. | $564,440 | 0.0% | +0% | 76.4 |
| 265 |  $ROK | ROCKWELL AUTOMATION, INC | $560,929 | 0.0% | +0% | 68.2 |
| 266 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $555,050 | 0.0% | +0% | 70.8 |
| 267 |  $OBDC | Blue Owl Capital Corp | $550,788 | 0.0% | +25% | — |
| 268 |  $TT | Trane Technologies plc | $548,430 | 0.0% | +0% | — |
| 269 |  $DLR | DIGITAL REALTY TRUST, INC. | $547,478 | 0.0% | -0% | 70.2 |
| 270 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $547,156 | 0.0% | +0% | 60.5 |
| 271 |  $DPZ | DOMINOS PIZZA INC | $547,155 | 0.0% | -12% | 69.8 |
| 272 |  $MLM | MARTIN MARIETTA MATERIALS INC | $546,295 | 0.0% | +0% | 67.6 |
| 273 | — | VANGUARD INDEX FDS | $544,063 | 0.0% | +0% | — |
| 274 |  $URI | UNITED RENTALS, INC. | $541,320 | 0.0% | +0% | 70.7 |
| 275 |  $NOW | ServiceNow, Inc. | $525,886 | 0.0% | -14% | 76 |
| 276 |  $MSCI | MSCI Inc. | $522,301 | 0.0% | +0% | 77.6 |
| 277 |  $PCT | PureCycle Technologies, Inc. | $519,000 | 0.0% | +0% | 26.6 |
| 278 |  $GWW | W.W. GRAINGER, INC. | $515,953 | 0.0% | +0% | 69.5 |
| 279 |  $EVR | Evercore Inc. | $513,437 | 0.0% | +0% | 76.1 |
| 280 | — | SPDR SERIES TRUST | $509,898 | 0.0% | +60% | — |
| 281 |  $PANW | Palo Alto Networks Inc | $503,245 | 0.0% | +3% | 66.5 |
| 282 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $501,720 | 0.0% | -1% | 67.3 |
| 283 |  $C | CITIGROUP INC | $496,282 | 0.0% | -1% | 54.8 |
| 284 |  $JEF | Jefferies Financial Group Inc. | $493,713 | 0.0% | +0% | 65.6 |
| 285 |  $TFC | TRUIST FINANCIAL CORP | $492,936 | 0.0% | -10% | — |
| 286 |  $HOOD | Robinhood Markets, Inc. | $484,476 | 0.0% | +0% | 75.8 |
| 287 | — | VANECK ETF TRUST | $480,141 | 0.0% | +0% | — |
| 288 |  $NSC | NORFOLK SOUTHERN CORP | $478,429 | 0.0% | -12% | 70.8 |
| 289 |  $ISRG | INTUITIVE SURGICAL INC | $474,358 | 0.0% | -2% | 81.4 |
| 290 | — | VANGUARD INDEX FDS | $474,013 | 0.0% | +0% | — |
| 291 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $463,594 | 0.0% | +0% | 42.4 |
| 292 |  $SLB | SLB LIMITED/NV | $457,803 | 0.0% | -23% | 63.2 |
| 293 |  $STT | STATE STREET CORP | $448,655 | 0.0% | +0% | 61.5 |
| 294 | — | ISHARES TR | $448,292 | 0.0% | +0% | — |
| 295 |  $BBY | BEST BUY CO INC | $447,731 | 0.0% | +4% | 51.5 |
| 296 | — | J P MORGAN EXCHANGE TRADED F | $444,031 | 0.0% | -39% | — |
| 297 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $439,392 | 0.0% | +0% | — |
| 298 |  $MKC | MCCORMICK & CO INC | $438,929 | 0.0% | +0% | 73.7 |
| 299 |  $AN | AUTONATION, INC. | $434,453 | 0.0% | +0% | 51 |
| 300 |  $JCI | Johnson Controls International plc | $432,659 | 0.0% | +0% | — |
| 301 |  $WBS | WEBSTER FINANCIAL CORP | $431,931 | 0.0% | -0% | 60.2 |
| 302 |  $COF | CAPITAL ONE FINANCIAL CORP | $430,900 | 0.0% | -0% | 71 |
| 303 |  $APD | Air Products & Chemicals, Inc. | $430,506 | 0.0% | +0% | 41.2 |
| 304 |  $VRSK | Verisk Analytics, Inc. | $428,835 | 0.0% | +0% | 77.3 |
| 305 |  $IMXI | International Money Express, Inc. | $418,826 | 0.0% | +0% | 36.9 |
| 306 |  $AEE | AMEREN CORP | $403,406 | 0.0% | +0% | 63.5 |
| 307 |  $RSG | REPUBLIC SERVICES, INC. | $402,121 | 0.0% | -1% | 72 |
| 308 |  $ALL | ALLSTATE CORP | $397,056 | 0.0% | +0% | 76.6 |
| 309 | — | VANGUARD INDEX FDS | $396,916 | 0.0% | +0% | — |
| 310 | — | DIMENSIONAL ETF TRUST | $395,673 | 0.0% | +0% | — |
| 311 |  $MKL | MARKEL GROUP INC. | $388,556 | 0.0% | +0% | 68.2 |
| 312 |  $BIIB | BIOGEN INC. | $387,193 | 0.0% | -1% | 65.6 |
| 313 |  $EXPE | Expedia Group, Inc. | $382,123 | 0.0% | +0% | 65.7 |
| 314 | — | VANGUARD INDEX FDS | $361,179 | 0.0% | +0% | — |
| 315 |  $RJF | RAYMOND JAMES FINANCIAL INC | $351,550 | 0.0% | +0% | 63.8 |
| 316 |  $DGX | QUEST DIAGNOSTICS INC | $350,020 | 0.0% | +0% | 69.1 |
| 317 |  $CI | Cigna Group | $347,042 | 0.0% | +3% | 66.8 |
| 318 |  $SXT | SENSIENT TECHNOLOGIES CORP | $345,760 | 0.0% | +0% | 57.3 |
| 319 |  $SIVR | abrdn Silver ETF Trust | $343,728 | 0.0% | -31% | — |
| 320 |  $SOC | Sable Offshore Corp. | $342,790 | 0.0% | +32% | — |
| 321 | — | J P MORGAN EXCHANGE TRADED F | $339,182 | 0.0% | +0% | — |
| 322 |  $APO | Apollo Global Management, Inc. | $332,143 | 0.0% | +0% | 55.7 |
| 323 |  $GBTC | Grayscale Bitcoin Trust ETF | $329,750 | 0.0% | +0% | — |
| 324 | — | VANGUARD WHITEHALL FDS | $329,182 | 0.0% | +0% | — |
| 325 |  $ETR | ENTERGY CORP /DE/ | $328,541 | 0.0% | +0% | 65.1 |
| 326 | — | AMPLIFY ETF TR | $327,392 | 0.0% | +0% | — |
| 327 |  $PWR | QUANTA SERVICES, INC. | $322,275 | 0.0% | -15% | 62.6 |
| 328 |  $PSA | Public Storage | $318,116 | 0.0% | -45% | 73.9 |
| 329 |  $CEG | Constellation Energy Corp | $312,201 | 0.0% | +5% | 62.5 |
| 330 | — | ISHARES TR | $303,348 | 0.0% | +0% | — |
| 331 | — | SCHWAB STRATEGIC TR | $302,681 | 0.0% | +0% | — |
| 332 | — | ISHARES TR | $300,404 | 0.0% | +0% | — |
| 333 | — | ISHARES TR | $298,433 | 0.0% | +0% | — |
| 334 |  $SSNC | SS&C Technologies Holdings Inc | $297,984 | 0.0% | +0% | 67.2 |
| 335 | — | ISHARES TR | $292,312 | 0.0% | +0% | — |
| 336 | — | ISHARES TR | $291,743 | 0.0% | +0% | — |
| 337 | — | SPDR SERIES TRUST | $288,382 | 0.0% | -11% | — |
| 338 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $286,993 | 0.0% | +0% | 64.9 |
| 339 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $284,929 | 0.0% | +0% | 69.5 |
| 340 |  $VLO | VALERO ENERGY CORP/TX | $280,683 | 0.0% | NEW | 51.4 |
| 341 |  $CRWV | CoreWeave, Inc. | $278,892 | 0.0% | +0% | 46.5 |
| 342 | — | INVESCO EXCHANGE TRADED FD T | $277,125 | 0.0% | +0% | — |
| 343 |  $VMC | Vulcan Materials CO | $272,300 | 0.0% | +0% | 66.6 |
| 344 |  $TECH | BIO-TECHNE Corp | $272,118 | 0.0% | -25% | 59.6 |
| 345 | — | SPDR SERIES TRUST | $271,703 | 0.0% | +0% | — |
| 346 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $270,504 | 0.0% | +0% | — |
| 347 |  $FCX | FREEPORT-MCMORAN INC | $267,038 | 0.0% | NEW | 73.1 |
| 348 |  $PLD | Prologis, Inc. | $266,211 | 0.0% | NEW | 67.5 |
| 349 | — | ISHARES TR | $265,607 | 0.0% | +0% | — |
| 350 |  $HOLX | HOLOGIC INC | $261,919 | 0.0% | +0% | 62.3 |
| 351 |  $HALO | HALOZYME THERAPEUTICS, INC. | $258,520 | 0.0% | +0% | 81.2 |
| 352 |  $GTLS | CHART INDUSTRIES INC | $258,437 | 0.0% | -6% | 60.6 |
| 353 |  $SNPS | SYNOPSYS INC | $256,126 | 0.0% | +0% | 63.1 |
| 354 |  $DD | DuPont de Nemours, Inc. | $255,152 | 0.0% | -33% | 31.1 |
| 355 |  $COIN | Coinbase Global, Inc. | $253,534 | 0.0% | +14% | 68 |
| 356 | — | VANGUARD MALVERN FDS | $253,296 | 0.0% | +0% | — |
| 357 |  $AZN | ASTRAZENECA PLC | $252,047 | 0.0% | NEW | — |
| 358 | — | ISHARES TR | $251,300 | 0.0% | +0% | — |
| 359 |  $HSIC | HENRY SCHEIN INC | $250,506 | 0.0% | +0% | 52 |
| 360 | — | ISHARES INC | $238,965 | 0.0% | +0% | — |
| 361 |  $KKR | KKR & Co. Inc. | $238,834 | 0.0% | -1% | 49.8 |
| 362 |  $KVUE | Kenvue Inc. | $238,705 | 0.0% | +0% | 60.2 |
| 363 |  $SOLS | Solstice Advanced Materials Inc. | $238,381 | 0.0% | NEW | — |
| 364 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $237,187 | 0.0% | +0% | 33 |
| 365 |  $KR | KROGER CO | $235,677 | 0.0% | +0% | 51.1 |
| 366 |  $NUE | NUCOR CORP | $234,373 | 0.0% | -7% | 58.9 |
| 367 |  $FRMI | Fermi Inc. | $233,600 | 0.0% | +167% | — |
| 368 |  $CSL | CARLISLE COMPANIES INC | $233,534 | 0.0% | +0% | 65 |
| 369 |  $GGG | GRACO INC | $231,602 | 0.0% | +0% | 67.2 |
| 370 |  $TDWD | Tailwind 2.0 Acquisition Corp. | $230,144 | 0.0% | NEW | — |
| 371 |  $ACU | ACME UNITED CORP | $229,041 | 0.0% | +0% | 44 |
| 372 |  $BAM | Brookfield Asset Management Ltd. | $228,295 | 0.0% | +0% | — |
| 373 | — | SCHWAB STRATEGIC TR | $226,535 | 0.0% | +0% | — |
| 374 |  $PNR | PENTAIR plc | $224,482 | 0.0% | -0% | — |
| 375 |  $WSM | WILLIAMS SONOMA INC | $224,266 | 0.0% | +0% | 65 |
| 376 |  $AMP | AMERIPRISE FINANCIAL INC | $223,533 | 0.0% | -40% | 70.2 |
| 377 |  $FDX | FEDEX CORP | $219,407 | 0.0% | NEW | 60.3 |
| 378 | — | SCHWAB STRATEGIC TR | $218,530 | 0.0% | +0% | — |
| 379 | — | VANGUARD SCOTTSDALE FDS | $217,844 | 0.0% | -5% | — |
| 380 | — | VANGUARD WORLD FD | $214,596 | 0.0% | +0% | — |
| 381 |  $EMN | EASTMAN CHEMICAL CO | $214,078 | 0.0% | NEW | 49.4 |
| 382 |  $EW | Edwards Lifesciences Corp | $212,853 | 0.0% | +0% | 67.6 |
| 383 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $212,570 | 0.0% | +0% | 59.8 |
| 384 |  $SHOP | SHOPIFY INC. | $212,330 | 0.0% | -53% | — |
| 385 |  $GIS | GENERAL MILLS INC | $211,001 | 0.0% | -22% | 64.1 |
| 386 |  $HODL | VanEck Bitcoin ETF | $210,760 | 0.0% | NEW | — |
| 387 | — | ISHARES TR | $210,488 | 0.0% | +0% | — |
| 388 |  $CE | Celanese Corp | $210,135 | 0.0% | NEW | 38.3 |
| 389 |  $ETH | Grayscale Ethereum Staking Mini ETF | $209,523 | 0.0% | NEW | — |
| 390 | — | ISHARES TR | $208,736 | 0.0% | +0% | — |
| 391 |  $HUBB | HUBBELL INC | $208,564 | 0.0% | NEW | 68.7 |
| 392 |  $OKE | ONEOK INC /NEW/ | $207,174 | 0.0% | NEW | 72 |
| 393 | — | SCHWAB STRATEGIC TR | $204,898 | 0.0% | +0% | — |
| 394 |  $ACHR | Archer Aviation Inc. | $200,337 | 0.0% | +0% | 25 |
| 395 | — | KENSINGTON CAP ACQUIST CORP | $166,564 | 0.0% | NEW | — |
| 396 |  $ALF | Centurion Acquisition Corp. | $165,704 | 0.0% | +0% | — |
| 397 |  $ALIS | Calisa Acquisition Corp | $165,568 | 0.0% | NEW | — |
| 398 |  $CUB | Lionheart Holdings | $162,476 | 0.0% | +0% | — |
| 399 |  $FIGX | FIGX Capital Acquisition Corp. | $161,153 | 0.0% | +0% | — |
| 400 |  $MBVI | M3-Brigade Acquisition VI Corp. | $160,790 | 0.0% | +0% | — |
| 401 |  $LEGT | Legato Merger Corp. III | $157,157 | 0.0% | +0% | — |
| 402 |  $JOBY | Joby Aviation, Inc. | $148,630 | 0.0% | +0% | 28.7 |
| 403 | — | TWELVE SEAS INVT CO III | $136,236 | 0.0% | +0% | — |
| 404 |  $MKLY | McKinley Acquisition Corp | $129,487 | 0.0% | +0% | — |
| 405 | — | METALS ACQUISITION CORP II | $127,437 | 0.0% | NEW | — |
| 406 |  $LAB | STANDARD BIOTOOLS INC. | $114,912 | 0.0% | +0% | 38.8 |
| 407 |  $INAC | Indigo Acquisition Corp. | $108,695 | 0.0% | +0% | — |
| 408 |  $SOUN | SOUNDHOUND AI, INC. | $90,684 | 0.0% | +0% | 32.3 |
| 409 |  $MGNX | MACROGENICS INC | $50,699 | 0.0% | +0% | 31.7 |
| 410 |  $AUR | Aurora Innovation, Inc. | $49,440 | 0.0% | +0% | 9.8 |
| 411 |  $PLUG | PLUG POWER INC | $45,200 | 0.0% | +0% | 18.8 |
| 412 |  $CHGG | CHEGG, INC | $10,147 | 0.0% | +0% | 19.4 |
| 413 | $ALIS | Calisa Acquisition Corp | $9,124 | 0.0% | NEW | — |
| 414 | $TDWD | Tailwind 2.0 Acquisition Corp. | $3,250 | 0.0% | NEW | — |
| 415 |  $CAPN | Cayson Acquisition Corp | $2,340 | 0.0% | +0% | — |
| 416 |  $IBAC | IB Acquisition Corp. | $2,153 | 0.0% | +0% | — |
| 417 | $MKLY | McKinley Acquisition Corp | $1,549 | 0.0% | +0% | — |
| 418 | $INAC | Indigo Acquisition Corp. | $1,289 | 0.0% | +0% | — |
New Positions (17)
$VOYG Voyager Technologies, Inc./TX$1.5M$VLO VALERO ENERGY CORP/TX$280,683$FCX FREEPORT-MCMORAN INC$267,038$PLD Prologis, Inc.$266,211$AZN ASTRAZENECA PLC$252,047$SOLS Solstice Advanced Materials Inc.$238,381$TDWD Tailwind 2.0 Acquisition Corp.$230,144$FDX FEDEX CORP$219,407$EMN EASTMAN CHEMICAL CO$214,078$HODL VanEck Bitcoin ETF$210,760$CE Celanese Corp$210,135$ETH Grayscale Ethereum Staking Mini ETF$209,523$HUBB HUBBELL INC$208,564$OKE ONEOK INC /NEW/$207,174 KENSINGTON CAP ACQUIST CORP$166,564
Exited Positions (18)
$BWA BORGWARNER INC
$IOT Samsara Inc.
$EXE EXPAND ENERGY Corp
$BSX BOSTON SCIENTIFIC CORP
$RIOT Riot Platforms, Inc.
$BIP Brookfield Infrastructure Partners L.P.
$ALNY ALNYLAM PHARMACEUTICALS, INC.
$XYL Xylem Inc.
$ROIV Roivant Sciences Ltd.
$T AT&T INC.
$EQR EQUITY RESIDENTIAL
$A AGILENT TECHNOLOGIES, INC.
$FSLR FIRST SOLAR, INC.
$ELV Elevance Health, Inc.
$MET METLIFE INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Evercore Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Evercore Wealth Management, LLC (SEC CIK: 1482689), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Evercore Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.