Gallagher Fiduciary Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1527781
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.6B
Holdings
340
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Gallagher Fiduciary Advisors, LLC disclosed 340 positions worth $2.6B in its Form 13F-HR for Q1 2026, led by $MCD (MCDONALDS CORP) at 52.2% of the equity portfolio, followed by $PCG and $DAL. During the quarter the fund opened 15 new positions and exited 4 — including a new stake in $ECHO and a full exit from $CRWD. The portfolio is most concentrated in Consumer Discretionary (52.5% of disclosed assets). All figures are sourced directly from Gallagher Fiduciary Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1527781.
AI Fund Analysis
Concentrating
Sector Allocation
Consumer DiscretionaryOtherUtilitiesIndustrialsReal EstateFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 73.9#175
Quality
$1.3B4,325,813 sh - 59.3#927
Quality
$325.2M18,506,793 sh - 64.4#637
Quality
$255.2M3,839,147 sh - 62.9
Quality
$119.7M883,856 sh - 59.9
Quality
$33.3M1,408,138 sh AMERICAN CENTY ETF TR
—Quality
$32.7M700,568 shISHARES TR
—Quality
$19.8M219,254 shAMERICAN CENTY ETF TR
—Quality
$19.0M172,205 shISHARES INC
—Quality
$18.4M264,491 shVANGUARD INDEX FDS
—Quality
$18.3M60,452 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MCDONALDS CORP$MCD | 73.9#175 | $1.3B | 4,325,813 |
 PG&E Corp$PCG | 59.3#927 | $325.2M | 18,506,793 |
 DELTA AIR LINES, INC.$DAL | 64.4#637 | $255.2M | 3,839,147 |
 CBRE GROUP, INC.$CBRE | 62.9 | $119.7M | 883,856 |
 FRANKLIN RESOURCES INC$BEN | 59.9 | $33.3M | 1,408,138 |
| AMERICAN CENTY ETF TR | — | $32.7M | 700,568 |
| ISHARES TR | — | $19.8M | 219,254 |
| AMERICAN CENTY ETF TR | — | $19.0M | 172,205 |
| ISHARES INC | — | $18.4M | 264,491 |
| VANGUARD INDEX FDS | — | $18.3M | 60,452 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gallagher Fiduciary Advisors, LLC's 340 positions.
Showing top 10 of 340 holdings.
Sector Allocation
Consumer Discretionary
$1.4B
Other
$371.5M
Utilities
$330.3M
Industrials
$267.6M
Real Estate
$127.5M
Financials
$60.5M
Technology
$20.9M
Healthcare
$12.0M
Full Holdings — Gallagher Fiduciary Advisors, LLC (Q1 2026)
All 340 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 | $MCD | MCDONALDS CORP | $1.3B | 52.2% | -2% | 73.9 |
| 2 | $PCG | PG&E Corp | $325.2M | 12.6% | -5% | 59.3 |
| 3 | $DAL | DELTA AIR LINES, INC. | $255.2M | 9.9% | -5% | 64.4 |
| 4 | $CBRE | CBRE GROUP, INC. | $119.7M | 4.7% | -1% | 62.9 |
| 5 | $BEN | FRANKLIN RESOURCES INC | $33.3M | 1.3% | -1% | 59.9 |
| 6 | — | AMERICAN CENTY ETF TR | $32.7M | 1.3% | +10% | — |
| 7 | — | ISHARES TR | $19.8M | 0.8% | +6% | — |
| 8 | — | AMERICAN CENTY ETF TR | $19.0M | 0.7% | -11% | — |
| 9 | — | ISHARES INC | $18.4M | 0.7% | -3% | — |
| 10 | — | VANGUARD INDEX FDS | $18.3M | 0.7% | +6% | — |
| 11 | — | ISHARES TR | $17.8M | 0.7% | +6% | — |
| 12 | — | VANGUARD INDEX FDS | $16.6M | 0.6% | -10% | — |
| 13 | — | AMERICAN CENTY ETF TR | $15.7M | 0.6% | +12% | — |
| 14 | — | VANGUARD ADMIRAL FDS INC | $14.7M | 0.6% | -16% | — |
| 15 | — | ISHARES TR | $14.4M | 0.6% | NEW | — |
| 16 | — | VANGUARD INDEX FDS | $13.2M | 0.5% | +12% | — |
| 17 | — | ISHARES TR | $11.1M | 0.4% | +12% | — |
| 18 | — | ISHARES TR | $9.9M | 0.4% | +11% | — |
| 19 | — | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.3% | -1% | — |
| 20 | — | FIRST TR EXCHANGE TRADED FD | $8.0M | 0.3% | -1% | — |
| 21 | — | VANGUARD INDEX FDS | $7.6M | 0.3% | +1% | — |
| 22 | — | ISHARES TR | $7.3M | 0.3% | +14% | — |
| 23 | — | ISHARES TR | $6.5M | 0.3% | +10% | — |
| 24 | — | INNOVATOR ETFS TRUST | $5.9M | 0.2% | +6% | — |
| 25 | — | ISHARES TR | $5.4M | 0.2% | -3% | — |
| 26 |  $CLF | CLEVELAND-CLIFFS INC. | $5.1M | 0.2% | -9% | 35.7 |
| 27 | — | FIRST TR EXCHNG TRADED FD VI | $5.0M | 0.2% | +2% | — |
| 28 | — | ISHARES TR | $4.8M | 0.2% | +28% | — |
| 29 | — | ISHARES TR | $4.5M | 0.2% | +8% | — |
| 30 |  $AAPL | Apple Inc. | $4.4M | 0.2% | -1% | 76.1 |
| 31 | — | FIRST TR EXCHNG TRADED FD VI | $4.4M | 0.2% | +3% | — |
| 32 | — | PACER FDS TR | $4.3M | 0.2% | +34% | — |
| 33 | — | ISHARES TR | $4.1M | 0.2% | +3% | — |
| 34 |  $XOM | EXXON MOBIL CORP | $3.5M | 0.1% | -2% | 61.8 |
| 35 |  $NVDA | NVIDIA CORP | $3.4M | 0.1% | -2% | 90.2 |
| 36 | — | ISHARES TR | $3.3M | 0.1% | -2% | — |
| 37 |  $IVZ | Invesco Ltd. | $3.3M | 0.1% | +3% | — |
| 38 | — | ISHARES TR | $3.1M | 0.1% | -9% | — |
| 39 | — | SCHWAB STRATEGIC TR | $2.8M | 0.1% | +2535% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 0.1% | +6% | — |
| 41 | — | FIRST TR EXCHANGE TRADED FD | $2.5M | 0.1% | -8% | — |
| 42 | — | FIDELITY COVINGTON TRUST | $2.4M | 0.1% | +11% | — |
| 43 |  $MMM | 3M CO | $2.4M | 0.1% | +0% | 60.7 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.1M | 0.1% | +21% | 64.5 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.1% | -1% | 35.6 |
| 46 | — | VANGUARD INDEX FDS | $1.9M | 0.1% | NEW | — |
| 47 |  $AMZN | AMAZON COM INC | $1.9M | 0.1% | -3% | 74.6 |
| 48 | — | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.1% | -0% | — |
| 49 |  $MSFT | MICROSOFT CORP | $1.9M | 0.1% | +5% | 83.7 |
| 50 | — | INNOVATOR ETFS TRUST | $1.7M | 0.1% | +8% | — |
| 51 |  $CVX | CHEVRON CORP | $1.7M | 0.1% | -5% | 54.7 |
| 52 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | -0% | — |
| 53 | — | SELECT SECTOR SPDR TR | $1.5M | 0.1% | +31% | — |
| 54 |  $TSLA | Tesla, Inc. | $1.5M | 0.1% | +1% | 50.1 |
| 55 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.1% | +1% | 72.8 |
| 56 |  $XEL | XCEL ENERGY INC | $1.4M | 0.1% | +0% | — |
| 57 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.1% | +5% | 71.6 |
| 58 | — | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.1% | +3% | — |
| 59 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.1% | -5% | — |
| 60 | — | ISHARES TR | $1.3M | 0.1% | +4899% | — |
| 61 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | +1% | 72.9 |
| 62 |  $WMT | Walmart Inc. | $1.3M | 0.1% | +1% | 63.2 |
| 63 | — | AMERICAN CENTY ETF TR | $1.2M | 0.1% | +16% | — |
| 64 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | +1% | 59.3 |
| 65 |  $KO | COCA COLA CO | $1.2M | 0.1% | -5% | 74 |
| 66 |  $TMHC | Taylor Morrison Home Corp | $1.1M | 0.0% | -7% | 58 |
| 67 | — | ISHARES TR | $1.1M | 0.0% | +4% | — |
| 68 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.0% | -0% | 88.4 |
| 69 | — | SPDR SERIES TRUST | $1.1M | 0.0% | +19% | — |
| 70 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.0% | +1% | 66.7 |
| 71 | — | SCHWAB STRATEGIC TR | $1.0M | 0.0% | +3% | — |
| 72 | — | ISHARES TR | $1.0M | 0.0% | +3491% | — |
| 73 | — | BLACKROCK ETF TRUST | $1.0M | 0.0% | -15% | — |
| 74 |  $NPO | Enpro Inc. | $979,064 | 0.0% | -9% | 59.7 |
| 75 |  $T | AT&T INC. | $974,144 | 0.0% | +4% | 71.9 |
| 76 |  $KRG | KITE REALTY GROUP TRUST | $970,996 | 0.0% | -10% | 45.4 |
| 77 |  $CMC | COMMERCIAL METALS Co | $970,936 | 0.0% | -8% | 66 |
| 78 | — | ISHARES TR | $969,973 | 0.0% | -8% | — |
| 79 | — | AMERICAN CENTY ETF TR | $956,750 | 0.0% | +13% | — |
| 80 | — | FIRST TR EXCHNG TRADED FD VI | $932,473 | 0.0% | -7% | — |
| 81 | $IVZ | Invesco Ltd. | $918,191 | 0.0% | +14% | — |
| 82 | $IVZ | Invesco Ltd. | $902,303 | 0.0% | +15% | — |
| 83 | — | FIRST TR EXCHNG TRADED FD VI | $894,699 | 0.0% | -7% | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI | $888,743 | 0.0% | -78% | — |
| 85 | — | ISHARES TR | $879,650 | 0.0% | -32% | — |
| 86 |  $GOOG | Alphabet Inc. | $868,620 | 0.0% | -1% | 80.2 |
| 87 |  $META | Meta Platforms, Inc. | $867,473 | 0.0% | +1% | 80.9 |
| 88 |  $KW | Kennedy-Wilson Holdings, Inc. | $866,712 | 0.0% | -10% | 29.7 |
| 89 |  $AROW | ARROW FINANCIAL CORP | $862,570 | 0.0% | -10% | — |
| 90 |  $UNF | UNIFIRST CORP | $851,980 | 0.0% | -9% | 48.4 |
| 91 |  $GLNG | GOLAR LNG LTD | $842,551 | 0.0% | -9% | — |
| 92 |  $JXN | Jackson Financial Inc. | $841,338 | 0.0% | -9% | 67.5 |
| 93 |  $PRK | PARK NATIONAL CORP /OH/ | $838,688 | 0.0% | -10% | 39.6 |
| 94 |  $UMBF | UMB FINANCIAL CORP | $838,315 | 0.0% | -9% | — |
| 95 | — | FIRST TR EXCHNG TRADED FD VI | $832,945 | 0.0% | -77% | — |
| 96 |  $SANM | SANMINA CORP | $830,928 | 0.0% | -33% | 61 |
| 97 | — | FIDELITY COVINGTON TRUST | $829,816 | 0.0% | +1% | — |
| 98 |  $CSCO | CISCO SYSTEMS, INC. | $826,771 | 0.0% | +1% | 72.3 |
| 99 | — | VANGUARD SCOTTSDALE FDS | $823,381 | 0.0% | +7175% | — |
| 100 | — | ISHARES TR | $820,761 | 0.0% | -20% | — |
| 101 | — | FIRST TR EXCHNG TRADED FD VI | $820,287 | 0.0% | -8% | — |
| 102 |  $PFE | PFIZER INC | $811,874 | 0.0% | -11% | 69 |
| 103 |  $TRS | TRIMAS CORP | $787,254 | 0.0% | -9% | 47.8 |
| 104 |  $WELL | WELLTOWER INC. | $787,103 | 0.0% | -39% | 75.7 |
| 105 | — | FIRST TR EXCHNG TRADED FD VI | $781,271 | 0.0% | -78% | — |
| 106 |  $BANF | BANCFIRST CORP /OK/ | $779,998 | 0.0% | -7% | — |
| 107 |  $CYTK | CYTOKINETICS INC | $763,040 | 0.0% | -11% | 28 |
| 108 |  $VLY | VALLEY NATIONAL BANCORP | $750,213 | 0.0% | -10% | — |
| 109 | — | FIDELITY MERRIMACK STR TR | $732,408 | 0.0% | +3456% | — |
| 110 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $729,541 | 0.0% | -9% | 44.6 |
| 111 |  $DAN | DANA Inc | $721,487 | 0.0% | -10% | 60.9 |
| 112 |  $MRK | Merck & Co., Inc. | $716,454 | 0.0% | -19% | 70.9 |
| 113 | — | VANGUARD TAX-MANAGED FDS | $709,678 | 0.0% | +5716% | — |
| 114 |  $GE | GENERAL ELECTRIC CO | $705,121 | 0.0% | +1% | 74.8 |
| 115 |  $ECL | ECOLAB INC. | $694,312 | 0.0% | -0% | 64.3 |
| 116 | — | J P MORGAN EXCHANGE TRADED F | $676,284 | 0.0% | +7% | — |
| 117 | — | ISHARES TR | $675,728 | 0.0% | -5% | — |
| 118 |  $GATX | GATX CORP | $657,660 | 0.0% | -9% | 71 |
| 119 |  $UBSI | UNITED BANKSHARES INC/WV | $648,387 | 0.0% | -10% | — |
| 120 | — | INNOVATOR ETFS TRUST | $646,168 | 0.0% | +30% | — |
| 121 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $640,607 | 0.0% | -10% | 65.8 |
| 122 |  $MS | MORGAN STANLEY | $639,799 | 0.0% | +2% | — |
| 123 |  $TPH | Tri Pointe Homes, Inc. | $639,780 | 0.0% | -9% | 40.7 |
| 124 |  $EBC | Eastern Bankshares, Inc. | $638,567 | 0.0% | -9% | 62.3 |
| 125 |  $BAC | BANK OF AMERICA CORP /DE/ | $633,271 | 0.0% | +1% | 68.4 |
| 126 |  $GBCI | GLACIER BANCORP, INC. | $624,211 | 0.0% | -7% | 62.1 |
| 127 |  $DCI | DONALDSON Co INC | $623,951 | 0.0% | -4% | 64.7 |
| 128 |  $PM | Philip Morris International Inc. | $623,140 | 0.0% | +2% | 80.5 |
| 129 | — | SCHWAB STRATEGIC TR | $622,755 | 0.0% | -3% | — |
| 130 | — | ISHARES TR | $615,252 | 0.0% | NEW | — |
| 131 |  $DTB | DTE ENERGY CO | $610,636 | 0.0% | +1% | — |
| 132 |  $SBRA | Sabra Health Care REIT, Inc. | $604,965 | 0.0% | -10% | 73.5 |
| 133 | — | SCHWAB STRATEGIC TR | $600,881 | 0.0% | -3% | — |
| 134 | — | FIRST TR EXCHNG TRADED FD VI | $593,683 | 0.0% | -3% | — |
| 135 |  $OGS | ONE Gas, Inc. | $588,543 | 0.0% | -9% | — |
| 136 |  $TMP | TOMPKINS FINANCIAL CORP | $588,207 | 0.0% | -9% | 62.3 |
| 137 |  $ES | EVERSOURCE ENERGY | $581,726 | 0.0% | +1% | 67 |
| 138 | — | SCHWAB STRATEGIC TR | $574,454 | 0.0% | +4% | — |
| 139 | — | FIRST TR EXCHNG TRADED FD VI | $573,815 | 0.0% | +105% | — |
| 140 | — | J P MORGAN EXCHANGE TRADED F | $570,491 | 0.0% | +11% | — |
| 141 | — | PRINCIPAL EXCHANGE TRADED FD | $563,407 | 0.0% | +13% | — |
| 142 | — | PIMCO ETF TR | $557,588 | 0.0% | +13% | — |
| 143 |  $UCTT | Ultra Clean Holdings, Inc. | $554,708 | 0.0% | -44% | 36 |
| 144 | — | FIRST TR EXCHNG TRADED FD VI | $550,224 | 0.0% | +4% | — |
| 145 | — | SPDR SERIES TRUST | $547,867 | 0.0% | -2% | — |
| 146 |  $COF | CAPITAL ONE FINANCIAL CORP | $538,908 | 0.0% | +2% | 71 |
| 147 |  $ECHO | EchoStar CORP | $538,171 | 0.0% | NEW | 29.5 |
| 148 | — | FIRST TR EXCHNG TRADED FD VI | $537,776 | 0.0% | -1% | — |
| 149 |  $ABT | ABBOTT LABORATORIES | $523,577 | 0.0% | +2% | 67 |
| 150 |  $USB | US BANCORP DE | $523,407 | 0.0% | -0% | 71.4 |
| 151 |  $WFC | WELLS FARGO & COMPANY/MN | $522,715 | 0.0% | -12% | — |
| 152 |  $BSX | BOSTON SCIENTIFIC CORP | $522,645 | 0.0% | +5% | 79.9 |
| 153 |  $ANGO | ANGIODYNAMICS INC | $521,110 | 0.0% | +2% | 26.9 |
| 154 | — | FIRST TR EXCHNG TRADED FD VI | $518,670 | 0.0% | +0% | — |
| 155 |  $PLD | Prologis, Inc. | $518,442 | 0.0% | +2% | 67.5 |
| 156 | — | ISHARES TR | $518,370 | 0.0% | +7187% | — |
| 157 |  $CIM | CHIMERA INVESTMENT CORP | $518,335 | 0.0% | -9% | — |
| 158 | — | FIRST TR EXCHNG TRADED FD VI | $512,568 | 0.0% | +68% | — |
| 159 |  $HON | HONEYWELL INTERNATIONAL INC | $507,677 | 0.0% | +0% | 65.7 |
| 160 |  $STE | STERIS plc | $502,516 | 0.0% | +1% | — |
| 161 |  $PEP | PEPSICO INC | $499,405 | 0.0% | -8% | 62.7 |
| 162 |  $SWX | Southwest Gas Holdings, Inc. | $499,132 | 0.0% | -9% | — |
| 163 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $497,781 | 0.0% | -9% | 52.7 |
| 164 | — | FIRST TR EXCHNG TRADED FD VI | $497,577 | 0.0% | +0% | — |
| 165 | — | SELECT SECTOR SPDR TR | $495,762 | 0.0% | +67% | — |
| 166 |  $SHEL | Shell plc | $490,470 | 0.0% | -16% | — |
| 167 | — | FIRST TR EXCHNG TRADED FD VI | $487,178 | 0.0% | -0% | — |
| 168 |  $RF | REGIONS FINANCIAL CORP | $487,083 | 0.0% | +1% | — |
| 169 | — | SPDR SERIES TRUST | $485,239 | 0.0% | -18% | — |
| 170 | — | BLACKROCK ETF TRUST | $483,418 | 0.0% | +3% | — |
| 171 |  $EMR | EMERSON ELECTRIC CO | $479,509 | 0.0% | +2% | 65.9 |
| 172 |  $PFH | PRUDENTIAL FINANCIAL INC | $475,965 | 0.0% | +1% | 58.6 |
| 173 |  $MCK | MCKESSON CORP | $475,083 | 0.0% | +9% | 63.7 |
| 174 | — | INNOVATOR ETFS TRUST | $474,406 | 0.0% | +0% | — |
| 175 | — | BLACKROCK ETF TRUST | $468,797 | 0.0% | +2% | — |
| 176 |  $CVS | CVS HEALTH Corp | $468,628 | 0.0% | -14% | 51.3 |
| 177 | — | FIRST TR EXCHNG TRADED FD VI | $467,883 | 0.0% | +48% | — |
| 178 |  $AME | AMETEK INC/ | $465,950 | 0.0% | +2% | 74.2 |
| 179 |  $TTMI | TTM TECHNOLOGIES INC | $460,504 | 0.0% | NEW | 59 |
| 180 |  $COP | CONOCOPHILLIPS | $455,937 | 0.0% | +2% | 74.8 |
| 181 |  $GPI | GROUP 1 AUTOMOTIVE INC | $450,219 | 0.0% | -5% | 57.1 |
| 182 |  $WT | WisdomTree, Inc. | $445,939 | 0.0% | +13% | 62.9 |
| 183 |  $EIX | EDISON INTERNATIONAL | $445,205 | 0.0% | -13% | 70.7 |
| 184 |  $DIS | Walt Disney Co | $441,876 | 0.0% | +2% | 68.9 |
| 185 |  $FTI | TechnipFMC plc | $440,194 | 0.0% | -0% | — |
| 186 |  $HTO | H2O AMERICA | $439,488 | 0.0% | -9% | 65.9 |
| 187 |  $CRC | California Resources Corp | $439,400 | 0.0% | +1% | 50.2 |
| 188 |  $SPGI | S&P Global Inc. | $439,305 | 0.0% | +1% | 79.4 |
| 189 |  $LIN | LINDE PLC | $435,355 | 0.0% | +19% | — |
| 190 |  $GOOGL | Alphabet Inc. | $434,943 | 0.0% | +1% | 80.2 |
| 191 |  $VSH | VISHAY INTERTECHNOLOGY INC | $427,829 | 0.0% | -6% | 35.3 |
| 192 | — | ISHARES TR | $426,496 | 0.0% | -90% | — |
| 193 | — | ISHARES TR | $423,827 | 0.0% | +65% | — |
| 194 |  $KOS | Kosmos Energy Ltd. | $418,120 | 0.0% | -24% | — |
| 195 |  $FERG | Ferguson Enterprises Inc. /DE/ | $415,427 | 0.0% | +1% | 58.9 |
| 196 |  $TGT | TARGET CORP | $414,834 | 0.0% | -20% | 53.1 |
| 197 |  $OKE | ONEOK INC /NEW/ | $409,761 | 0.0% | -16% | 72 |
| 198 |  $INTC | INTEL CORP | $408,561 | 0.0% | -1% | 41.5 |
| 199 |  $NGG | NATIONAL GRID PLC | $407,632 | 0.0% | -19% | — |
| 200 | — | PUTNAM ETF TRUST | $404,243 | 0.0% | -51% | — |
| 201 | — | ISHARES TR | $403,396 | 0.0% | -7% | — |
| 202 |  $CEG | Constellation Energy Corp | $401,043 | 0.0% | +8% | 62.5 |
| 203 |  $SON | SONOCO PRODUCTS CO | $396,790 | 0.0% | -9% | 63 |
| 204 |  $UPS | UNITED PARCEL SERVICE INC | $396,784 | 0.0% | -23% | 58.2 |
| 205 |  $HL | HECLA MINING CO/DE/ | $396,222 | 0.0% | NEW | 73.6 |
| 206 |  $AMD | ADVANCED MICRO DEVICES INC | $393,840 | 0.0% | +2% | 78.8 |
| 207 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $391,343 | 0.0% | -10% | 69.5 |
| 208 | — | VANGUARD SCOTTSDALE FDS | $391,122 | 0.0% | +13% | — |
| 209 |  $AVO | Mission Produce, Inc. | $390,261 | 0.0% | -8% | 50.5 |
| 210 | — | SCHWAB STRATEGIC TR | $389,122 | 0.0% | +13% | — |
| 211 |  $AVNT | AVIENT CORP | $387,464 | 0.0% | -4% | 49.8 |
| 212 |  $AES | AES CORP | $387,142 | 0.0% | -19% | 50.9 |
| 213 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $386,715 | 0.0% | -26% | 68.8 |
| 214 |  $WTFC | WINTRUST FINANCIAL CORP | $385,386 | 0.0% | +2% | 34.1 |
| 215 |  $MRVL | Marvell Technology, Inc. | $383,592 | 0.0% | +1% | 77.3 |
| 216 |  $SPG | SIMON PROPERTY GROUP INC. | $382,629 | 0.0% | -12% | 76.9 |
| 217 |  $CAT | CATERPILLAR INC | $381,518 | 0.0% | -16% | 67.8 |
| 218 |  $KBH | KB HOME | $381,493 | 0.0% | -9% | 45.9 |
| 219 |  $AEO | AMERICAN EAGLE OUTFITTERS INC | $380,958 | 0.0% | -9% | 43.3 |
| 220 |  $MFC | MANULIFE FINANCIAL CORP | $379,700 | 0.0% | -16% | — |
| 221 |  $ABG | ASBURY AUTOMOTIVE GROUP INC | $379,584 | 0.0% | -12% | 63.7 |
| 222 |  $PTEN | PATTERSON UTI ENERGY INC | $377,507 | 0.0% | +54% | 50.1 |
| 223 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $374,718 | 0.0% | -1% | 26.3 |
| 224 |  $DRI | DARDEN RESTAURANTS INC | $374,310 | 0.0% | NEW | 68.6 |
| 225 |  $MTH | Meritage Homes CORP | $373,580 | 0.0% | -9% | — |
| 226 |  $PRAA | PRA GROUP INC | $373,538 | 0.0% | -24% | 29.1 |
| 227 |  $CI | Cigna Group | $373,499 | 0.0% | +17% | 66.8 |
| 228 |  $ADC | AGREE REALTY CORP | $373,490 | 0.0% | -9% | 57.4 |
| 229 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $373,466 | 0.0% | +4% | — |
| 230 |  $STAG | STAG Industrial, Inc. | $371,213 | 0.0% | -12% | 67.8 |
| 231 | — | FIRST TR EXCHNG TRADED FD VI | $371,031 | 0.0% | +22% | — |
| 232 |  $DAKT | DAKTRONICS INC /SD/ | $370,052 | 0.0% | -7% | 53.3 |
| 233 |  $UGI | UGI CORP /PA/ | $369,463 | 0.0% | -19% | 70.3 |
| 234 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $365,012 | 0.0% | +1% | 56.5 |
| 235 |  $WERN | WERNER ENTERPRISES INC | $360,483 | 0.0% | -8% | 39.2 |
| 236 |  $SPY | SPDR S&P 500 ETF TRUST | $360,131 | 0.0% | NEW | — |
| 237 | $WT | WisdomTree, Inc. | $358,823 | 0.0% | +0% | 62.9 |
| 238 |  $ORCL | ORACLE CORP | $357,992 | 0.0% | +17% | 67.2 |
| 239 |  $GPC | GENUINE PARTS CO | $355,701 | 0.0% | +4% | 54.2 |
| 240 |  $HP | Helmerich & Payne, Inc. | $354,710 | 0.0% | -7% | 48.8 |
| 241 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $351,515 | 0.0% | -20% | 33 |
| 242 |  $AMRC | Ameresco, Inc. | $351,212 | 0.0% | +75% | 46.2 |
| 243 |  $FNF | Fidelity National Financial, Inc. | $350,723 | 0.0% | +3% | 69.7 |
| 244 |  $UTHR | UNITED THERAPEUTICS Corp | $350,155 | 0.0% | +3% | 80.1 |
| 245 | — | SELECT SECTOR SPDR TR | $349,857 | 0.0% | +49% | — |
| 246 |  $FAST | FASTENAL CO | $348,246 | 0.0% | +1% | 73.5 |
| 247 |  $TFC | TRUIST FINANCIAL CORP | $346,893 | 0.0% | -17% | — |
| 248 |  $CCZ | COMCAST CORP | $346,155 | 0.0% | +11% | 70.4 |
| 249 |  $OMC | OMNICOM GROUP INC. | $345,721 | 0.0% | -13% | 60.5 |
| 250 |  $SJM | J M SMUCKER Co | $345,249 | 0.0% | -4% | 46.4 |
| 251 |  $MAS | MASCO CORP /DE/ | $342,477 | 0.0% | +1% | 59.9 |
| 252 |  $GLD | SPDR GOLD TRUST | $339,069 | 0.0% | +2% | — |
| 253 | — | BLACKROCK ETF TRUST | $337,431 | 0.0% | -42% | — |
| 254 | — | SELECT SECTOR SPDR TR | $336,595 | 0.0% | +50% | — |
| 255 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $334,739 | 0.0% | -19% | 57.5 |
| 256 |  $CARR | CARRIER GLOBAL Corp | $333,712 | 0.0% | +4% | 61.5 |
| 257 | — | FIRST TR EXCHNG TRADED FD VI | $331,602 | 0.0% | +0% | — |
| 258 |  $MTN | VAIL RESORTS INC | $331,179 | 0.0% | +0% | 65 |
| 259 | — | SELECT SECTOR SPDR TR | $328,188 | 0.0% | +59% | — |
| 260 |  $BDN | BRANDYWINE REALTY TRUST | $328,112 | 0.0% | -1% | 31.5 |
| 261 |  $LUMN | Lumen Technologies, Inc. | $319,777 | 0.0% | -32% | 39.8 |
| 262 |  $PRAX | Praxis Precision Medicines, Inc. | $318,968 | 0.0% | NEW | — |
| 263 |  $SIG | SIGNET JEWELERS LTD | $314,038 | 0.0% | -8% | — |
| 264 |  $CUZ | COUSINS PROPERTIES INC | $313,724 | 0.0% | +5% | 51.1 |
| 265 | — | VANGUARD WHITEHALL FDS | $312,387 | 0.0% | NEW | — |
| 266 | — | SELECT SECTOR SPDR TR | $307,071 | 0.0% | +46% | — |
| 267 |  $ZD | ZIFF DAVIS, INC. | $305,448 | 0.0% | -5% | 51.3 |
| 268 |  $DBRG | DigitalBridge Group, Inc. | $303,668 | 0.0% | -8% | 52.9 |
| 269 |  $PBF | PBF Energy Inc. | $303,536 | 0.0% | NEW | 42.1 |
| 270 |  $GTN | GRAY MEDIA, INC | $301,098 | 0.0% | -20% | 37.9 |
| 271 |  $INVH | Invitation Homes Inc. | $297,747 | 0.0% | +6% | 59.7 |
| 272 | — | ISHARES TR | $292,707 | 0.0% | -16% | — |
| 273 |  $CDE | Coeur Mining, Inc. | $291,573 | 0.0% | NEW | 78.1 |
| 274 |  $SCHW | SCHWAB CHARLES CORP | $290,617 | 0.0% | +0% | 77.2 |
| 275 |  $KKR | KKR & Co. Inc. | $290,490 | 0.0% | +0% | 49.8 |
| 276 | — | VANGUARD BD INDEX FDS | $289,600 | 0.0% | -91% | — |
| 277 | — | CAPITAL GRP FIXED INCM ETF T | $289,390 | 0.0% | NEW | — |
| 278 |  $HAL | HALLIBURTON CO | $284,416 | 0.0% | -1% | 50.9 |
| 279 |  $APG | APi Group Corp | $283,843 | 0.0% | -0% | 61.3 |
| 280 |  $UNH | UNITEDHEALTH GROUP INC | $275,510 | 0.0% | -25% | 66.8 |
| 281 |  $RIOT | Riot Platforms, Inc. | $271,611 | 0.0% | +71% | 51.3 |
| 282 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $267,177 | 0.0% | +0% | 75.4 |
| 283 |  $DE | DEERE & CO | $266,058 | 0.0% | +5% | 57.4 |
| 284 |  $NFLX | NETFLIX INC | $259,124 | 0.0% | -7% | 86.7 |
| 285 |  $BRSP | BrightSpire Capital, Inc. | $258,677 | 0.0% | -11% | 36.3 |
| 286 |  $BA | BOEING CO | $252,071 | 0.0% | +2% | 51.8 |
| 287 |  $FCX | FREEPORT-MCMORAN INC | $251,069 | 0.0% | +1% | 73.1 |
| 288 |  $IAU | ISHARES GOLD TRUST | $249,718 | 0.0% | +2% | — |
| 289 |  $CLS | CELESTICA INC | $248,723 | 0.0% | +5% | 69 |
| 290 |  $DHR | DANAHER CORP /DE/ | $245,271 | 0.0% | +7% | 63.9 |
| 291 | — | ISHARES TR | $243,064 | 0.0% | +0% | — |
| 292 | — | BLACKROCK ETF TRUST | $242,337 | 0.0% | -47% | — |
| 293 | — | ISHARES TR | $242,247 | 0.0% | -91% | — |
| 294 |  $AXP | AMERICAN EXPRESS CO | $241,369 | 0.0% | +1% | 73.2 |
| 295 |  $FICO | FAIR ISAAC CORP | $240,197 | 0.0% | +0% | 75.6 |
| 296 | — | INNOVATOR ETFS TRUST | $239,519 | 0.0% | +0% | — |
| 297 | — | PROSHARES TR | $239,265 | 0.0% | +0% | — |
| 298 | — | AIM ETF PRODUCTS TRUST | $236,871 | 0.0% | +0% | — |
| 299 | — | INNOVATOR ETFS TRUST | $236,419 | 0.0% | +0% | — |
| 300 | — | ISHARES TR | $232,329 | 0.0% | +2% | — |
| 301 |  $WD | Walker & Dunlop, Inc. | $232,023 | 0.0% | -7% | 48.6 |
| 302 | — | FIRST TR EXCHNG TRADED FD VI | $231,576 | 0.0% | -9% | — |
| 303 |  $ARCC | ARES CAPITAL CORP | $228,266 | 0.0% | +3% | — |
| 304 | — | FIRST TR EXCHNG TRADED FD VI | $227,012 | 0.0% | -75% | — |
| 305 |  $MQ | Marqeta, Inc. | $225,810 | 0.0% | -9% | 40.2 |
| 306 | — | FIRST TR EXCHNG TRADED FD VI | $225,520 | 0.0% | +0% | — |
| 307 |  $BG | Bunge Global SA | $223,656 | 0.0% | NEW | 55.9 |
| 308 |  $Q | Qnity Electronics, Inc. | $222,978 | 0.0% | NEW | — |
| 309 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $222,280 | 0.0% | +1% | 74.6 |
| 310 | — | FIRST TR EXCH TRADED FD III | $221,027 | 0.0% | +1724% | — |
| 311 | — | FIRST TR EXCHANGE-TRADED FD | $220,998 | 0.0% | +0% | — |
| 312 |  $VSAT | VIASAT INC | $219,061 | 0.0% | NEW | 53.3 |
| 313 | — | BLACKROCK ETF TRUST | $218,013 | 0.0% | -53% | — |
| 314 |  $NEOG | NEOGEN CORP | $217,107 | 0.0% | -5% | 36.9 |
| 315 |  $BXC | BlueLinx Holdings Inc. | $216,612 | 0.0% | NEW | 36.8 |
| 316 |  $SWK | STANLEY BLACK & DECKER, INC. | $216,122 | 0.0% | +0% | 52.4 |
| 317 | — | ISHARES TR | $214,898 | 0.0% | +3940% | — |
| 318 |  $TROW | PRICE T ROWE GROUP INC | $211,614 | 0.0% | -1% | 75.8 |
| 319 |  $AVGO | Broadcom Inc. | $211,422 | 0.0% | +7% | 86.4 |
| 320 | — | SELECT SECTOR SPDR TR | $207,607 | 0.0% | -58% | — |
| 321 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $205,217 | 0.0% | NEW | — |
| 322 |  $BABA | Alibaba Group Holding Ltd | $205,002 | 0.0% | +0% | — |
| 323 | — | INNOVATOR ETFS TRUST | $203,713 | 0.0% | +0% | — |
| 324 | — | FIRST TR EXCHNG TRADED FD VI | $203,685 | 0.0% | -9% | — |
| 325 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $188,471 | 0.0% | -3% | 32.6 |
| 326 |  $NTLA | Intellia Therapeutics, Inc. | $149,366 | 0.0% | NEW | 24.5 |
| 327 | — | VANGUARD INDEX FDS | $146,133 | 0.0% | +8502% | — |
| 328 | — | PIMCO ETF TR | $145,021 | 0.0% | +9580% | — |
| 329 | — | VANGUARD SCOTTSDALE FDS | $127,554 | 0.0% | +5817% | — |
| 330 | — | ISHARES TR | $83,585 | 0.0% | NEW | — |
| 331 |  $CMTG | Claros Mortgage Trust, Inc. | $83,147 | 0.0% | -2% | 18.1 |
| 332 | — | VANGUARD INTL EQUITY INDEX F | $69,244 | 0.0% | +5092% | — |
| 333 | — | ISHARES TR | $58,568 | 0.0% | +2252% | — |
| 334 |  $PTON | PELOTON INTERACTIVE, INC. | $51,012 | 0.0% | NEW | 41.6 |
| 335 | — | ISHARES TR | $31,746 | 0.0% | +9568% | — |
| 336 | — | SPDR SERIES TRUST | $31,562 | 0.0% | +9822% | — |
| 337 | — | ISHARES INC | $23,379 | 0.0% | +9452% | — |
| 338 | — | ISHARES TR | $18,302 | 0.0% | +9356% | — |
| 339 | — | ISHARES TR | $4,838 | 0.0% | NEW | — |
| 340 | — | ISHARES TR | $2,606 | 0.0% | NEW | — |
New Positions (15)
$ECHO EchoStar CORP$538,171$TTMI TTM TECHNOLOGIES INC$460,504$HL HECLA MINING CO/DE/$396,222$DRI DARDEN RESTAURANTS INC$374,310$PRAX Praxis Precision Medicines, Inc.$318,968$PBF PBF Energy Inc.$303,536$CDE Coeur Mining, Inc.$291,573 CAPITAL GRP FIXED INCM ETF T$289,390
$BG Bunge Global SA$223,656$Q Qnity Electronics, Inc.$222,978$VSAT VIASAT INC$219,061$BXC BlueLinx Holdings Inc.$216,612$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$205,217$NTLA Intellia Therapeutics, Inc.$149,366$PTON PELOTON INTERACTIVE, INC.$51,012
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