Westover Capital Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1483467
Institutional-grade research for retail investors
13F Reported Value
ⓘ$543.4M
Holdings
235
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Westover Capital Advisors, LLC disclosed 235 positions worth $543.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.3% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 26 new positions and exited 23 — including a new stake in $YUMC and a full exit from $CYBR. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from Westover Capital Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1483467.
AI Fund Analysis
Diversifying
$AAPL5.3% weight
Held 9 quarters
$NVDA4.7% weight
Held 9 quarters
$GOOG4.5% weight
Held 9 quarters
$GLD3.6% weight
Held 9 quarters
$AVGO2.9% weight
Held 9 quarters
$AMZN8 quarters accumulating
$TSM7 quarters accumulating
JANUS DETROIT STR TR
5 quarters accumulating
$CAH5 quarters accumulating
$HSBC5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$28.8M113,402 sh - 90.2#1
Quality
$25.5M146,429 sh - 80.2#45
Quality
$24.4M84,684 sh - —
Quality
$19.6M45,512 sh - 86.4
Quality
$15.5M50,107 sh - 74.6
Quality
$15.4M73,849 sh - 83.7
Quality
$14.9M40,138 sh SCHWAB STRATEGIC TR
—Quality
$13.9M284,226 sh- 35.6
Quality
$12.4M42,322 sh SCHWAB STRATEGIC TR
—Quality
$12.2M503,560 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $28.8M | 113,402 |
| NVIDIA CORP$NVDA | 90.2#1 | $25.5M | 146,429 |
| Alphabet Inc.$GOOG | 80.2#45 | $24.4M | 84,684 |
| SPDR GOLD TRUST$GLD | — | $19.6M | 45,512 |
| Broadcom Inc.$AVGO | 86.4 | $15.5M | 50,107 |
| AMAZON COM INC$AMZN | 74.6 | $15.4M | 73,849 |
 MICROSOFT CORP$MSFT | 83.7 | $14.9M | 40,138 |
| SCHWAB STRATEGIC TR | — | $13.9M | 284,226 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $12.4M | 42,322 |
| SCHWAB STRATEGIC TR | — | $12.2M | 503,560 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Westover Capital Advisors, LLC's 235 positions.
Showing top 10 of 235 holdings.
Sector Allocation
Technology
$167.2M
Other
$105.3M
Financials
$87.2M
Consumer Discretionary
$46.4M
Industrials
$40.1M
Healthcare
$29.0M
Energy
$23.2M
Utilities
$11.7M
Full Holdings — Westover Capital Advisors, LLC (Q1 2026)
All 235 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. | $28.8M | 5.3% | +3% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $25.5M | 4.7% | -1% | 90.2 |
| 3 | $GOOG | Alphabet Inc. | $24.4M | 4.5% | +1% | 80.2 |
| 4 | $GLD | SPDR GOLD TRUST | $19.6M | 3.6% | -6% | — |
| 5 | $AVGO | Broadcom Inc. | $15.5M | 2.9% | -9% | 86.4 |
| 6 | $AMZN | AMAZON COM INC | $15.4M | 2.8% | +3% | 74.6 |
| 7 | $MSFT | MICROSOFT CORP | $14.9M | 2.7% | +1% | 83.7 |
| 8 | — | SCHWAB STRATEGIC TR | $13.9M | 2.6% | +2% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $12.4M | 2.3% | -2% | 35.6 |
| 10 | — | SCHWAB STRATEGIC TR | $12.2M | 2.3% | +3% | — |
| 11 | — | ISHARES TR | $11.4M | 2.1% | +1% | — |
| 12 | — | ISHARES TR | $11.3M | 2.1% | -0% | — |
| 13 | — | SCHWAB STRATEGIC TR | $10.7M | 2.0% | +3% | — |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $10.3M | 1.9% | -0% | — |
| 15 |  $CLS | CELESTICA INC | $9.9M | 1.8% | -3% | 69 |
| 16 | — | JANUS DETROIT STR TR | $9.2M | 1.7% | +11% | — |
| 17 |  $IVZ | Invesco Ltd. | $9.2M | 1.7% | +3% | — |
| 18 |  $NFLX | NETFLIX INC | $9.0M | 1.6% | -2% | 86.7 |
| 19 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.6M | 1.4% | +10% | — |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.1M | 1.3% | -1% | 67 |
| 21 | — | VANECK ETF TRUST | $7.0M | 1.3% | -4% | — |
| 22 |  $PANW | Palo Alto Networks Inc | $6.9M | 1.3% | +199% | 66.5 |
| 23 |  $WMT | Walmart Inc. | $6.1M | 1.1% | -1% | 63.2 |
| 24 | — | SCHWAB STRATEGIC TR | $6.1M | 1.1% | +4% | — |
| 25 |  $VST | Vistra Corp. | $6.1M | 1.1% | +0% | 62.9 |
| 26 | — | SPDR SERIES TRUST | $6.1M | 1.1% | -1% | — |
| 27 |  $XOM | EXXON MOBIL CORP | $5.9M | 1.1% | -1% | 61.8 |
| 28 |  $IAU | ISHARES GOLD TRUST | $5.5M | 1.0% | -2% | — |
| 29 |  $META | Meta Platforms, Inc. | $5.1M | 0.9% | -1% | 80.9 |
| 30 |  $EME | EMCOR Group, Inc. | $5.1M | 0.9% | -4% | 71.7 |
| 31 |  $WELL | WELLTOWER INC. | $4.6M | 0.8% | -1% | 75.7 |
| 32 |  $ENSG | ENSIGN GROUP, INC | $4.6M | 0.8% | -1% | 68 |
| 33 | — | ISHARES TR | $4.6M | 0.8% | -1% | — |
| 34 |  $GD | GENERAL DYNAMICS CORP | $4.5M | 0.8% | -1% | 73 |
| 35 |  $COR | Cencora, Inc. | $4.5M | 0.8% | -1% | 59.6 |
| 36 |  $KLAC | KLA CORP | $4.2M | 0.8% | -3% | 84.4 |
| 37 |  $EXEL | EXELIXIS, INC. | $3.8M | 0.7% | +3% | 79.4 |
| 38 |  $HESM | Hess Midstream LP | $3.7M | 0.7% | +1% | 78.4 |
| 39 |  $ASML | ASML HOLDING NV | $3.6M | 0.7% | +4% | — |
| 40 |  $LLY | ELI LILLY & Co | $3.4M | 0.6% | +77% | 89.3 |
| 41 |  $CAT | CATERPILLAR INC | $3.3M | 0.6% | +0% | 67.8 |
| 42 |  $DE | DEERE & CO | $3.3M | 0.6% | +0% | 57.4 |
| 43 |  $IBOC | INTERNATIONAL BANCSHARES CORP | $2.9M | 0.5% | -2% | — |
| 44 | — | SPDR SERIES TRUST | $2.8M | 0.5% | -12% | — |
| 45 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.8M | 0.5% | -3% | 63.7 |
| 46 |  $CASY | CASEYS GENERAL STORES INC | $2.8M | 0.5% | +3% | 59.9 |
| 47 |  $LOW | LOWES COMPANIES INC | $2.7M | 0.5% | +654% | 63.5 |
| 48 |  $PWR | QUANTA SERVICES, INC. | $2.6M | 0.5% | -3% | 62.6 |
| 49 |  $USFD | US Foods Holding Corp. | $2.5M | 0.5% | +7% | 60.6 |
| 50 |  $GOOGL | Alphabet Inc. | $2.5M | 0.5% | +0% | 80.2 |
| 51 |  $SCHW | SCHWAB CHARLES CORP | $2.4M | 0.5% | +21% | 77.2 |
| 52 |  $CVX | CHEVRON CORP | $2.4M | 0.4% | +0% | 54.7 |
| 53 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2.4M | 0.4% | +4% | 69.5 |
| 54 |  $FDX | FEDEX CORP | $2.3M | 0.4% | +0% | 60.3 |
| 55 |  $EOG | EOG RESOURCES INC | $2.3M | 0.4% | +2% | 71.1 |
| 56 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 0.4% | +9% | 74.8 |
| 57 |  $GILD | GILEAD SCIENCES, INC. | $2.3M | 0.4% | +9% | 77.8 |
| 58 |  $VRT | Vertiv Holdings Co | $2.2M | 0.4% | -1% | 82.7 |
| 59 |  $FSLR | FIRST SOLAR, INC. | $2.1M | 0.4% | -1% | 73.8 |
| 60 |  $NOW | ServiceNow, Inc. | $2.1M | 0.4% | -7% | 76 |
| 61 |  $GLW | CORNING INC /NY | $2.0M | 0.4% | +0% | 72.7 |
| 62 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | -2% | 59.3 |
| 63 |  $NDAQ | NASDAQ, INC. | $1.8M | 0.3% | -17% | 78.5 |
| 64 |  $J | JACOBS SOLUTIONS INC. | $1.8M | 0.3% | -5% | 47.7 |
| 65 |  $YUMC | Yum China Holdings, Inc. | $1.7M | 0.3% | NEW | 65.2 |
| 66 |  $LRCX | LAM RESEARCH CORP | $1.7M | 0.3% | +0% | 82.4 |
| 67 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.7M | 0.3% | +11% | 76.3 |
| 68 |  $RTX | RTX Corp | $1.7M | 0.3% | -2% | 70 |
| 69 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $1.7M | 0.3% | +0% | 45.3 |
| 70 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | -0% | — |
| 71 |  $MLI | MUELLER INDUSTRIES INC | $1.6M | 0.3% | -3% | 77.5 |
| 72 |  $MEDP | Medpace Holdings, Inc. | $1.5M | 0.3% | -0% | 77.4 |
| 73 | $CAH | CARDINAL HEALTH INC | $1.5M | 0.3% | +32% | 58.6 |
| 74 | — | ISHARES TR | $1.5M | 0.3% | -0% | — |
| 75 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.3% | +0% | 72.8 |
| 76 |  $APP | AppLovin Corp | $1.5M | 0.3% | +70% | 86.8 |
| 77 |  $MRK | Merck & Co., Inc. | $1.4M | 0.3% | +110% | 70.9 |
| 78 |  $EGP | EASTGROUP PROPERTIES INC | $1.3M | 0.2% | +10% | 72.4 |
| 79 |  $MS | MORGAN STANLEY | $1.3M | 0.2% | +0% | — |
| 80 |  $CMI | CUMMINS INC | $1.3M | 0.2% | -0% | 58.9 |
| 81 |  $PEP | PEPSICO INC | $1.2M | 0.2% | -2% | 62.7 |
| 82 |  $PJT | PJT Partners Inc. | $1.2M | 0.2% | -7% | 73.7 |
| 83 |  $MPLX | MPLX LP | $1.2M | 0.2% | +20% | 76.5 |
| 84 |  $HD | HOME DEPOT, INC. | $1.2M | 0.2% | +1% | 69.2 |
| 85 |  $WM | WASTE MANAGEMENT INC | $1.2M | 0.2% | +0% | 70.7 |
| 86 |  $DECK | DECKERS OUTDOOR CORP | $1.2M | 0.2% | -1% | 83.2 |
| 87 |  $ETN | Eaton Corp plc | $1.1M | 0.2% | +0% | — |
| 88 |  $WCN | Waste Connections, Inc. | $1.1M | 0.2% | -4% | — |
| 89 |  $LNG | Cheniere Energy, Inc. | $1.1M | 0.2% | -0% | 48.4 |
| 90 |  $TPL | Texas Pacific Land Corp | $1.1M | 0.2% | +0% | 79.1 |
| 91 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.2% | +0% | 85.8 |
| 92 |  $KKR | KKR & Co. Inc. | $1.0M | 0.2% | +0% | 49.8 |
| 93 |  $RY | ROYAL BANK OF CANADA | $1.0M | 0.2% | +1% | — |
| 94 |  $GEV | GE Vernova Inc. | $1.0M | 0.2% | +0% | 70.1 |
| 95 |  $MCD | MCDONALDS CORP | $1.0M | 0.2% | +4% | 73.9 |
| 96 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $978,480 | 0.2% | -10% | 60.7 |
| 97 |  $BAC | BANK OF AMERICA CORP /DE/ | $967,736 | 0.2% | +15% | 68.4 |
| 98 |  $WMB | WILLIAMS COMPANIES, INC. | $963,534 | 0.2% | +29% | 72.8 |
| 99 |  $RIO | RIO TINTO PLC | $960,887 | 0.2% | +222% | — |
| 100 |  $STLD | STEEL DYNAMICS INC | $917,100 | 0.2% | +0% | 56 |
| 101 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $915,796 | 0.2% | +0% | 65.9 |
| 102 |  $EBAY | EBAY INC | $906,650 | 0.2% | -1% | 69.3 |
| 103 |  $AZN | ASTRAZENECA PLC | $879,798 | 0.2% | -50% | — |
| 104 |  $AMGN | AMGEN INC | $843,032 | 0.2% | +2% | 79.5 |
| 105 | — | ISHARES TR | $819,198 | 0.1% | -1% | — |
| 106 |  $WFC | WELLS FARGO & COMPANY/MN | $815,763 | 0.1% | +0% | — |
| 107 |  $FIX | COMFORT SYSTEMS USA INC | $805,330 | 0.1% | +6% | 79.5 |
| 108 |  $BX | Blackstone Inc. | $799,065 | 0.1% | -1% | 68 |
| 109 |  $TEX | TEREX CORP | $792,176 | 0.1% | NEW | 49.9 |
| 110 |  $BTSG | BrightSpring Health Services, Inc. | $781,850 | 0.1% | -1% | 64.3 |
| 111 |  $CEG | Constellation Energy Corp | $774,918 | 0.1% | +15% | 62.5 |
| 112 |  $ABT | ABBOTT LABORATORIES | $770,025 | 0.1% | +0% | 67 |
| 113 | $HSBC | HSBC HOLDINGS PLC | $768,229 | 0.1% | +1% | — |
| 114 |  $AXGN | Axogen, Inc. | $752,581 | 0.1% | +49% | 38 |
| 115 |  $FBP | FIRST BANCORP /PR/ | $745,464 | 0.1% | -11% | 66.3 |
| 116 |  $ICLR | ICON PLC | $733,510 | 0.1% | -11% | — |
| 117 |  $OKE | ONEOK INC /NEW/ | $729,356 | 0.1% | +0% | 72 |
| 118 | — | ISHARES TR | $725,680 | 0.1% | +0% | — |
| 119 |  $APO | Apollo Global Management, Inc. | $720,330 | 0.1% | +24% | 55.7 |
| 120 |  $V | VISA INC. | $697,872 | 0.1% | -57% | 83.5 |
| 121 |  $ETR | ENTERGY CORP /DE/ | $674,160 | 0.1% | +0% | 65.1 |
| 122 |  $TOL | Toll Brothers, Inc. | $668,703 | 0.1% | +32% | 68.3 |
| 123 |  $STT | STATE STREET CORP | $638,874 | 0.1% | -2% | 61.5 |
| 124 |  $TFC | TRUIST FINANCIAL CORP | $635,213 | 0.1% | +38% | — |
| 125 |  $AZO | AUTOZONE INC | $635,022 | 0.1% | -16% | 66.5 |
| 126 | — | SELECT SECTOR SPDR TR | $605,748 | 0.1% | +0% | — |
| 127 |  $AFL | AFLAC INC | $603,405 | 0.1% | +0% | 60.3 |
| 128 | — | ISHARES TR | $599,997 | 0.1% | -2% | — |
| 129 |  $UBER | Uber Technologies, Inc | $591,624 | 0.1% | -1% | 79.3 |
| 130 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $584,524 | 0.1% | +0% | 70.9 |
| 131 |  $TMUS | T-Mobile US, Inc. | $582,833 | 0.1% | -28% | 72.7 |
| 132 |  $TSLA | Tesla, Inc. | $572,123 | 0.1% | +12% | 50.1 |
| 133 |  $LWLG | Lightwave Logic, Inc. | $568,958 | 0.1% | +0% | — |
| 134 |  $SPG | SIMON PROPERTY GROUP INC. | $559,590 | 0.1% | +0% | 76.9 |
| 135 |  $RSI | Rush Street Interactive, Inc. | $558,844 | 0.1% | -52% | 64.9 |
| 136 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $553,296 | 0.1% | +0% | 66.4 |
| 137 |  $CRWD | CrowdStrike Holdings, Inc. | $544,231 | 0.1% | -23% | 55 |
| 138 |  $DKS | DICK'S SPORTING GOODS, INC. | $535,383 | 0.1% | +0% | 67.9 |
| 139 |  $FCX | FREEPORT-MCMORAN INC | $529,020 | 0.1% | +0% | 73.1 |
| 140 |  $UNH | UNITEDHEALTH GROUP INC | $529,003 | 0.1% | -9% | 66.8 |
| 141 |  $WES | Western Midstream Partners, LP | $522,859 | 0.1% | +65% | 78.1 |
| 142 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $513,590 | 0.1% | +0% | 57.4 |
| 143 |  $MA | Mastercard Inc | $497,161 | 0.1% | -37% | 81.7 |
| 144 |  $SNPS | SYNOPSYS INC | $494,410 | 0.1% | -0% | 63.1 |
| 145 |  $BRK.B | BERKSHIRE HATHAWAY INC | $490,221 | 0.1% | +12% | 64.5 |
| 146 |  $MTB | M&T BANK CORP | $487,032 | 0.1% | +0% | 64.1 |
| 147 |  $HON | HONEYWELL INTERNATIONAL INC | $486,642 | 0.1% | +1% | 65.7 |
| 148 | — | VANGUARD INDEX FDS | $483,139 | 0.1% | -4% | — |
| 149 |  $BKNG | Booking Holdings Inc. | $467,345 | 0.1% | +0% | 55.3 |
| 150 |  $C | CITIGROUP INC | $466,341 | 0.1% | +0% | 54.8 |
| 151 |  $TM | TOYOTA MOTOR CORP/ | $462,672 | 0.1% | +0% | — |
| 152 |  $ACGL | ARCH CAPITAL GROUP LTD. | $462,671 | 0.1% | -3% | — |
| 153 |  $BHP | BHP Group Ltd | $454,043 | 0.1% | NEW | — |
| 154 | — | VANGUARD TAX-MANAGED FDS | $452,853 | 0.1% | -2% | — |
| 155 |  $PH | Parker-Hannifin Corp | $447,620 | 0.1% | -1% | 73.8 |
| 156 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $444,791 | 0.1% | +0% | — |
| 157 |  $BNS | BANK OF NOVA SCOTIA | $443,584 | 0.1% | +0% | — |
| 158 | — | ISHARES TR | $443,391 | 0.1% | +0% | — |
| 159 |  $BA | BOEING CO | $437,866 | 0.1% | -3% | 51.8 |
| 160 |  $SLB | SLB LIMITED/NV | $434,245 | 0.1% | NEW | 63.2 |
| 161 |  $NEE | NEXTERA ENERGY INC | $419,910 | 0.1% | +0% | 71.7 |
| 162 |  $AGX | ARGAN INC | $419,380 | 0.1% | -2% | 79.2 |
| 163 |  $EMR | EMERSON ELECTRIC CO | $419,264 | 0.1% | +0% | 65.9 |
| 164 |  $AXP | AMERICAN EXPRESS CO | $417,422 | 0.1% | -1% | 73.2 |
| 165 | — | ISHARES TR | $403,992 | 0.1% | -0% | — |
| 166 |  $HLT | Hilton Worldwide Holdings Inc. | $403,818 | 0.1% | +0% | 73.1 |
| 167 |  $WSFS | WSFS FINANCIAL CORP | $400,287 | 0.1% | +0% | — |
| 168 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $397,950 | 0.1% | +0% | — |
| 169 |  $RSG | REPUBLIC SERVICES, INC. | $394,236 | 0.1% | +0% | 72 |
| 170 |  $DUK | Duke Energy CORP | $391,641 | 0.1% | +50% | 64 |
| 171 |  $GE | GENERAL ELECTRIC CO | $391,318 | 0.1% | +1% | 74.8 |
| 172 |  $USB | US BANCORP DE | $390,075 | 0.1% | +88% | 71.4 |
| 173 |  $MPC | Marathon Petroleum Corp | $378,479 | 0.1% | -50% | 50.7 |
| 174 |  $ET | Energy Transfer LP | $370,560 | 0.1% | +0% | 64.5 |
| 175 |  $LRN | Stride, Inc. | $368,286 | 0.1% | -89% | 71.1 |
| 176 |  $AMD | ADVANCED MICRO DEVICES INC | $365,360 | 0.1% | NEW | 78.8 |
| 177 |  $NEM | NEWMONT Corp /DE/ | $358,199 | 0.1% | -3% | 88.3 |
| 178 |  $QRVO | Qorvo, Inc. | $354,027 | 0.1% | +0% | 64.3 |
| 179 |  $GM | General Motors Co | $350,150 | 0.1% | +0% | 58.7 |
| 180 | — | SCHWAB STRATEGIC TR | $346,064 | 0.1% | -3% | — |
| 181 |  $MKSI | MKS INC | $344,715 | 0.1% | +0% | 59.8 |
| 182 |  $BSX | BOSTON SCIENTIFIC CORP | $341,799 | 0.1% | +1% | 79.9 |
| 183 |  $COP | CONOCOPHILLIPS | $340,428 | 0.1% | +0% | 74.8 |
| 184 | — | GLOBAL X FDS | $335,650 | 0.1% | -5% | — |
| 185 |  $VIK | Viking Holdings Ltd | $330,660 | 0.1% | +0% | — |
| 186 | — | VANGUARD INDEX FDS | $330,400 | 0.1% | -73% | — |
| 187 |  $NXPI | NXP Semiconductors N.V. | $327,181 | 0.1% | -6% | — |
| 188 |  $CSCO | CISCO SYSTEMS, INC. | $323,395 | 0.1% | +1% | 72.3 |
| 189 |  $CTVA | Corteva, Inc. | $322,199 | 0.1% | -1% | 48.4 |
| 190 |  $NTRS | NORTHERN TRUST CORP | $317,521 | 0.1% | +0% | 71.8 |
| 191 |  $JCI | Johnson Controls International plc | $316,375 | 0.1% | NEW | — |
| 192 |  $MCK | MCKESSON CORP | $314,125 | 0.1% | -1% | 63.7 |
| 193 | — | ISHARES TR | $313,810 | 0.1% | +0% | — |
| 194 | — | J P MORGAN EXCHANGE TRADED F | $312,977 | 0.1% | -5% | — |
| 195 |  $UFPI | UFP INDUSTRIES INC | $311,365 | 0.1% | +0% | 52.7 |
| 196 |  $TD | TORONTO DOMINION BANK | $303,444 | 0.1% | -1% | — |
| 197 |  $COF | CAPITAL ONE FINANCIAL CORP | $297,360 | 0.1% | -8% | 71 |
| 198 |  $TXN | TEXAS INSTRUMENTS INC | $291,210 | 0.1% | -50% | 70.4 |
| 199 |  $MSGS | Madison Square Garden Sports Corp. | $289,260 | 0.1% | +0% | 46.5 |
| 200 |  $UBS | UBS Group AG | $285,211 | 0.1% | +0% | — |
| 201 | — | SELECT SECTOR SPDR TR | $281,331 | 0.1% | +0% | — |
| 202 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $280,716 | 0.1% | +0% | 66.8 |
| 203 |  $TSN | TYSON FOODS, INC. | $276,397 | 0.1% | NEW | 51.9 |
| 204 |  $ARM | ARM HOLDINGS PLC /UK | $272,304 | 0.1% | NEW | — |
| 205 |  $KO | COCA COLA CO | $272,259 | 0.1% | NEW | 74 |
| 206 |  $WTFC | WINTRUST FINANCIAL CORP | $271,766 | 0.1% | +0% | 34.1 |
| 207 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $268,015 | 0.1% | NEW | — |
| 208 |  $SPOT | Spotify Technology S.A. | $266,700 | 0.1% | -2% | — |
| 209 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $262,926 | 0.1% | +0% | 78.7 |
| 210 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $257,300 | 0.1% | NEW | — |
| 211 |  $BMY | BRISTOL MYERS SQUIBB CO | $253,643 | 0.1% | +0% | 70.1 |
| 212 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $253,500 | 0.1% | NEW | 66.3 |
| 213 |  $SHEL | Shell plc | $251,100 | 0.1% | NEW | — |
| 214 |  $BP | BP PLC | $249,100 | 0.1% | NEW | — |
| 215 |  $RF | REGIONS FINANCIAL CORP | $247,852 | 0.1% | +0% | — |
| 216 |  $FANG | Diamondback Energy, Inc. | $247,237 | 0.1% | NEW | 81.4 |
| 217 |  $SO | SOUTHERN CO | $241,300 | 0.0% | NEW | 65.1 |
| 218 | — | ISHARES TR | $239,444 | 0.0% | +0% | — |
| 219 |  $EVRG | Evergy, Inc. | $229,376 | 0.0% | +0% | 56.2 |
| 220 |  $ALB | ALBEMARLE CORP | $226,207 | 0.0% | NEW | 50.2 |
| 221 |  $HAL | HALLIBURTON CO | $222,243 | 0.0% | NEW | 50.9 |
| 222 |  $EXC | EXELON CORP | $220,982 | 0.0% | -14% | 63.9 |
| 223 |  $SYK | STRYKER CORP | $218,512 | 0.0% | +0% | 69.8 |
| 224 | $IVZ | Invesco Ltd. | $216,979 | 0.0% | NEW | — |
| 225 |  $ROAD | Construction Partners, Inc. | $216,461 | 0.0% | -1% | 62.9 |
| 226 |  $LMT | LOCKHEED MARTIN CORP | $212,745 | 0.0% | NEW | 65 |
| 227 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $211,900 | 0.0% | NEW | 56.5 |
| 228 |  $APH | AMPHENOL CORP /DE/ | $211,888 | 0.0% | NEW | 80.5 |
| 229 |  $SBUX | STARBUCKS CORP | $211,701 | 0.0% | NEW | 54.6 |
| 230 |  $ERIC | ERICSSON LM TELEPHONE CO | $210,749 | 0.0% | NEW | — |
| 231 |  $GWW | W.W. GRAINGER, INC. | $208,344 | 0.0% | NEW | 69.5 |
| 232 |  $HOLX | HOLOGIC INC | $204,093 | 0.0% | NEW | 62.3 |
| 233 |  $PFE | PFIZER INC | $202,288 | 0.0% | NEW | 69 |
| 234 | — | BLACKROCK ETF TRUST | $202,233 | 0.0% | +4% | — |
| 235 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $201,670 | 0.0% | +0% | 57.8 |
New Positions (26)
$YUMC Yum China Holdings, Inc.$1.7M$TEX TEREX CORP$792,176$BHP BHP Group Ltd$454,043$SLB SLB LIMITED/NV$434,245$AMD ADVANCED MICRO DEVICES INC$365,360$JCI Johnson Controls International plc$316,375$TSN TYSON FOODS, INC.$276,397$ARM ARM HOLDINGS PLC /UK$272,304$KO COCA COLA CO$272,259$CNQ CANADIAN NATURAL RESOURCES Ltd$268,015$PBR PETROBRAS - PETROLEO BRASILEIRO SA$257,300$OXY OCCIDENTAL PETROLEUM CORP /DE/$253,500$SHEL Shell plc$251,100$BP BP PLC$249,100$FANG Diamondback Energy, Inc.$247,237Exited Positions (23)
$CYBR CyberArk Software Ltd.
$SE Sea Ltd
$CARG CarGurus, Inc.
$TILE INTERFACE INC REV GROUP INC
$CRM Salesforce, Inc.
$CORT CORCEPT THERAPEUTICS INC
$ORLY O REILLY AUTOMOTIVE INC
$EHC Encompass Health Corp
$ANET Arista Networks, Inc.
$GCT GigaCloud Technology Inc
$BABA Alibaba Group Holding Ltd
$QCOM QUALCOMM INC/DE
$KD Kyndryl Holdings, Inc.
$PGR PROGRESSIVE CORP/OH/Browse Top Institutional Investors
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