Family Management Corp
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1539947
Institutional-grade research for retail investors
13F Reported Value
ⓘ$833.9M
Holdings
305
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Family Management Corp disclosed 305 positions worth $833.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 42 new positions and exited 25 and a full exit from $EXPE. The portfolio is most concentrated in Other (50.0% of disclosed assets). All figures are sourced directly from Family Management Corp’s Form 13F-HR filing with the SEC under CIK 1539947.
AI Fund Analysis
ConcentratingPIMCO ETF TR
5.4% weight
Held 9 quarters
$SPY4.6% weight
Held 9 quarters
ISHARES TR
4.1% weight
Held 9 quarters
ISHARES TR
3.6% weight
Held 9 quarters
$NVDA3.5% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
$QCOM7 quarters accumulating
$NOW7 quarters accumulating
$GOOG7 quarters accumulating
$NFLX7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
PIMCO ETF TR
—Quality
$45.0M447,062 shDOUBLELINE ETF TRUST
—Quality
$41.8M1,682,445 sh- —
Quality
$38.3M58,886 sh ISHARES TR
—Quality
$34.2M310,017 shTCW ETF TRUST
—Quality
$31.0M789,776 shISHARES TR
—Quality
$29.8M155,336 sh- 90.2
Quality
$29.0M166,165 sh - 76.1
Quality
$28.8M113,630 sh - 80.2
Quality
$24.9M86,432 sh - 83.7
Quality
$20.4M55,128 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR | — | $45.0M | 447,062 |
| DOUBLELINE ETF TRUST | — | $41.8M | 1,682,445 |
| SPDR S&P 500 ETF TRUST$SPY | — | $38.3M | 58,886 |
| ISHARES TR | — | $34.2M | 310,017 |
| TCW ETF TRUST | — | $31.0M | 789,776 |
| ISHARES TR | — | $29.8M | 155,336 |
| NVIDIA CORP$NVDA | 90.2 | $29.0M | 166,165 |
 Apple Inc.$AAPL | 76.1 | $28.8M | 113,630 |
| Alphabet Inc.$GOOG | 80.2 | $24.9M | 86,432 |
 MICROSOFT CORP$MSFT | 83.7 | $20.4M | 55,128 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Family Management Corp's 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Other
$417.2M
Technology
$176.5M
Financials
$88.3M
Consumer Discretionary
$33.0M
Industrials
$25.2M
Healthcare
$23.7M
Energy
$21.4M
Consumer Staples
$11.8M
Full Holdings — Family Management Corp (Q1 2026)
All 305 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PIMCO ETF TR | $45.0M | 5.4% | -0% | — |
| 2 | — | DOUBLELINE ETF TRUST | $41.8M | 5.0% | NEW | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $38.3M | 4.6% | +35% | — |
| 4 | — | ISHARES TR | $34.2M | 4.1% | +3% | — |
| 5 | — | TCW ETF TRUST | $31.0M | 3.7% | +101% | — |
| 6 | — | ISHARES TR | $29.8M | 3.6% | -4% | — |
| 7 | $NVDA | NVIDIA CORP | $29.0M | 3.5% | -6% | 90.2 |
| 8 | $AAPL | Apple Inc. | $28.8M | 3.5% | -1% | 76.1 |
| 9 | $GOOG | Alphabet Inc. | $24.9M | 3.0% | +23% | 80.2 |
| 10 | $MSFT | MICROSOFT CORP | $20.4M | 2.5% | +10% | 83.7 |
| 11 | — | VANGUARD SPECIALIZED FUNDS | $20.0M | 2.4% | -1% | — |
| 12 | — | PIMCO ETF TR | $19.9M | 2.4% | +12% | — |
| 13 |  $META | Meta Platforms, Inc. | $14.9M | 1.8% | +1% | 80.9 |
| 14 | — | ISHARES TR | $14.5M | 1.7% | +4% | — |
| 15 |  $AMZN | AMAZON COM INC | $13.5M | 1.6% | +37% | 74.6 |
| 16 |  $IVZ | Invesco Ltd. | $12.4M | 1.5% | +7928% | — |
| 17 | — | GOLDMAN SACHS ETF TR | $12.4M | 1.5% | +2% | — |
| 18 | — | VANGUARD INDEX FDS | $10.8M | 1.3% | +2% | — |
| 19 |  $AVGO | Broadcom Inc. | $9.5M | 1.1% | +15% | 86.4 |
| 20 | — | SSGA ACTIVE TR | $9.1M | 1.1% | +5% | — |
| 21 | — | ISHARES TR | $8.6M | 1.0% | -32% | — |
| 22 |  $JNJ | JOHNSON & JOHNSON | $7.5M | 0.9% | -20% | 72.8 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.9M | 0.8% | -23% | — |
| 24 | — | BLACKROCK ETF TRUST II | $6.9M | 0.8% | +4% | — |
| 25 |  $AXP | AMERICAN EXPRESS CO | $6.7M | 0.8% | +0% | 73.2 |
| 26 | — | SPDR SERIES TRUST | $6.6M | 0.8% | -58% | — |
| 27 | — | ISHARES TR | $6.5M | 0.8% | -6% | — |
| 28 |  $XOM | EXXON MOBIL CORP | $6.2M | 0.7% | +446% | 61.8 |
| 29 |  $IAU | ISHARES GOLD TRUST | $6.0M | 0.7% | +4% | — |
| 30 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.9M | 0.7% | -1% | — |
| 31 |  $BKNG | Booking Holdings Inc. | $5.9M | 0.7% | -1% | 55.3 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $5.8M | 0.7% | -15% | 35.6 |
| 33 |  $V | VISA INC. | $5.6M | 0.7% | -1% | 83.5 |
| 34 |  $VLO | VALERO ENERGY CORP/TX | $5.3M | 0.6% | +1381% | 51.4 |
| 35 |  $TPL | Texas Pacific Land Corp | $5.2M | 0.6% | +114% | 79.1 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.1M | 0.6% | +4% | 64.5 |
| 37 | $QCOM | QUALCOMM INC/DE | $5.1M | 0.6% | +1% | 81.9 |
| 38 | — | ISHARES TR | $4.9M | 0.6% | -4% | — |
| 39 |  $MA | Mastercard Inc | $4.8M | 0.6% | +412% | 81.7 |
| 40 |  $RITM | Rithm Capital Corp. | $4.6M | 0.6% | +62% | 52 |
| 41 | — | PACER FDS TR | $4.5M | 0.5% | -28% | — |
| 42 | $NOW | ServiceNow, Inc. | $4.4M | 0.5% | +1014% | 76 |
| 43 |  $IBIT | iShares Bitcoin Trust ETF | $4.4M | 0.5% | +5% | — |
| 44 |  $MRK | Merck & Co., Inc. | $4.3M | 0.5% | +778% | 70.9 |
| 45 |  $C | CITIGROUP INC | $4.3M | 0.5% | -61% | 54.8 |
| 46 | — | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.5% | NEW | — |
| 47 |  $CAT | CATERPILLAR INC | $4.1M | 0.5% | -1% | 67.8 |
| 48 |  $GILD | GILEAD SCIENCES, INC. | $4.1M | 0.5% | -48% | 77.8 |
| 49 |  $SNA | Snap-on Inc | $4.1M | 0.5% | -29% | 69.3 |
| 50 | — | ISHARES TR | $4.1M | 0.5% | -13% | — |
| 51 | — | DIMENSIONAL ETF TRUST | $3.9M | 0.5% | +2654% | — |
| 52 |  $HD | HOME DEPOT, INC. | $3.9M | 0.5% | +8% | 69.2 |
| 53 |  $WFC | WELLS FARGO & COMPANY/MN | $3.8M | 0.5% | +0% | — |
| 54 |  $COKE | Coca-Cola Consolidated, Inc. | $3.4M | 0.4% | -1% | 65.1 |
| 55 |  $NTR | Nutrien Ltd. | $3.4M | 0.4% | -41% | — |
| 56 |  $UBER | Uber Technologies, Inc | $3.4M | 0.4% | NEW | 79.3 |
| 57 |  $ARCC | ARES CAPITAL CORP | $3.4M | 0.4% | +86% | — |
| 58 |  $ICE | Intercontinental Exchange, Inc. | $3.3M | 0.4% | NEW | 73.8 |
| 59 |  $RTX | RTX Corp | $3.3M | 0.4% | +450% | 70 |
| 60 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.4% | +4958% | — |
| 61 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.4% | +3142% | — |
| 62 |  $NEE | NEXTERA ENERGY INC | $3.2M | 0.4% | NEW | 71.7 |
| 63 | — | ISHARES TR | $3.2M | 0.4% | +0% | — |
| 64 |  $ZM | Zoom Communications, Inc. | $3.2M | 0.4% | -3% | 72.4 |
| 65 | — | ISHARES TR | $3.2M | 0.4% | +2% | — |
| 66 |  $__PARK_1390777 | Bank of New York Mellon Corp | $3.1M | 0.4% | -30% | 36.7 |
| 67 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.1M | 0.4% | +1578% | 63.7 |
| 68 |  $MS | MORGAN STANLEY | $3.0M | 0.4% | +772% | — |
| 69 |  $KR | KROGER CO | $3.0M | 0.4% | -42% | 51.1 |
| 70 |  $FCX | FREEPORT-MCMORAN INC | $3.0M | 0.4% | NEW | 73.1 |
| 71 |  $GOOGL | Alphabet Inc. | $3.0M | 0.4% | +4% | 80.2 |
| 72 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $2.9M | 0.3% | +306% | 75.1 |
| 73 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $2.9M | 0.3% | +133% | — |
| 74 |  $AMP | AMERIPRISE FINANCIAL INC | $2.9M | 0.3% | +1% | 70.2 |
| 75 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.3% | +394% | 74.8 |
| 76 |  $VZ | VERIZON COMMUNICATIONS INC | $2.8M | 0.3% | NEW | 71.6 |
| 77 |  $EOG | EOG RESOURCES INC | $2.7M | 0.3% | -64% | 71.1 |
| 78 |  $MCD | MCDONALDS CORP | $2.7M | 0.3% | NEW | 73.9 |
| 79 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2.6M | 0.3% | +2% | 74.4 |
| 80 |  $TSLA | Tesla, Inc. | $2.5M | 0.3% | +460% | 50.1 |
| 81 | — | ISHARES TR | $2.5M | 0.3% | -18% | — |
| 82 |  $ADI | ANALOG DEVICES INC | $2.4M | 0.3% | NEW | 76.2 |
| 83 |  $MCK | MCKESSON CORP | $2.1M | 0.3% | NEW | 63.7 |
| 84 |  $RPT | Rithm Property Trust Inc. | $2.1M | 0.3% | +1% | — |
| 85 |  $AME | AMETEK INC/ | $2.1M | 0.3% | NEW | 74.2 |
| 86 | — | FIRST TR EXCHANGE TRADED FD | $2.0M | 0.2% | +0% | — |
| 87 | — | ISHARES TR | $2.0M | 0.2% | -67% | — |
| 88 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.2% | +501% | — |
| 89 |  $EIX | EDISON INTERNATIONAL | $2.0M | 0.2% | +604% | 70.7 |
| 90 |  $WMT | Walmart Inc. | $2.0M | 0.2% | -0% | 63.2 |
| 91 |  $NRG | NRG ENERGY, INC. | $2.0M | 0.2% | +2% | 59.5 |
| 92 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | +0% | — |
| 93 |  $ARI | Apollo Commercial Real Estate Finance, Inc. | $1.7M | 0.2% | NEW | 53.5 |
| 94 |  $DOV | DOVER Corp | $1.7M | 0.2% | +35% | 63.1 |
| 95 |  $T | AT&T INC. | $1.6M | 0.2% | NEW | 71.9 |
| 96 | — | VANGUARD MUN BD FDS | $1.6M | 0.2% | +113% | — |
| 97 | — | CAPITAL GRP FIXED INCM ETF T | $1.6M | 0.2% | +112% | — |
| 98 | — | SCHWAB STRATEGIC TR | $1.6M | 0.2% | +0% | — |
| 99 |  $SPG | SIMON PROPERTY GROUP INC. | $1.6M | 0.2% | NEW | 76.9 |
| 100 | — | ISHARES TR | $1.6M | 0.2% | -12% | — |
| 101 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | -0% | — |
| 102 |  $CF | CF Industries Holdings, Inc. | $1.5M | 0.2% | -85% | 76.8 |
| 103 | — | ARK ETF TR | $1.4M | 0.2% | +0% | — |
| 104 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.2% | -2% | — |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.3M | 0.1% | -66% | 70.1 |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | +33% | 67 |
| 107 |  $SHEL | Shell plc | $1.2M | 0.1% | -82% | — |
| 108 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +4% | — |
| 109 |  $BWA | BORGWARNER INC | $1.1M | 0.1% | +16% | 57.2 |
| 110 |  $OBDC | Blue Owl Capital Corp | $1.0M | 0.1% | +16% | — |
| 111 |  $ASML | ASML HOLDING NV | $968,168 | 0.1% | -3% | — |
| 112 | $NFLX | NETFLIX INC | $911,406 | 0.1% | +81% | 86.7 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $880,491 | 0.1% | +15% | 72.3 |
| 114 | — | LEGG MASON ETF INVT | $861,266 | 0.1% | +63% | — |
| 115 | — | BLACKROCK ETF TRUST | $856,766 | 0.1% | +15% | — |
| 116 |  $ABBV | AbbVie Inc. | $847,124 | 0.1% | +12% | 59.3 |
| 117 |  $LLY | ELI LILLY & Co | $831,472 | 0.1% | +17% | 89.3 |
| 118 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $810,926 | 0.1% | +15% | — |
| 119 |  $CVX | CHEVRON CORP | $806,082 | 0.1% | +36% | 54.7 |
| 120 |  $CB | Chubb Ltd | $791,358 | 0.1% | +1% | — |
| 121 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $790,919 | 0.1% | +1% | 66.7 |
| 122 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $771,860 | 0.1% | +16% | 66.4 |
| 123 |  $PDX | PIMCO Dynamic Income Strategy Fund | $755,599 | 0.1% | -25% | — |
| 124 | $IVZ | Invesco Ltd. | $743,534 | 0.1% | -28% | — |
| 125 |  $CRWD | CrowdStrike Holdings, Inc. | $733,971 | 0.1% | +18% | 55 |
| 126 |  $BAC | BANK OF AMERICA CORP /DE/ | $728,179 | 0.1% | +6% | 68.4 |
| 127 |  $RL | RALPH LAUREN CORP | $718,595 | 0.1% | +20% | 76.6 |
| 128 | — | ISHARES TR | $700,281 | 0.1% | +0% | — |
| 129 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $677,853 | 0.1% | NEW | — |
| 130 |  $TER | TERADYNE, INC | $665,256 | 0.1% | +30% | 74.6 |
| 131 |  $SHW | SHERWIN WILLIAMS CO | $663,859 | 0.1% | -2% | 65.3 |
| 132 | — | DIMENSIONAL ETF TRUST | $662,829 | 0.1% | +777% | — |
| 133 |  $CEG | Constellation Energy Corp | $651,211 | 0.1% | +0% | 62.5 |
| 134 |  $ORCL | ORACLE CORP | $649,785 | 0.1% | -3% | 67.2 |
| 135 |  $AXS | AXIS CAPITAL HOLDINGS LTD | $627,728 | 0.1% | +22% | — |
| 136 |  $GEV | GE Vernova Inc. | $626,742 | 0.1% | -17% | 70.1 |
| 137 |  $PG | PROCTER & GAMBLE Co | $623,547 | 0.1% | +3% | 72.9 |
| 138 |  $MU | MICRON TECHNOLOGY INC | $620,274 | 0.1% | +112% | 88.4 |
| 139 |  $USB | US BANCORP DE | $611,430 | 0.1% | +21% | 71.4 |
| 140 |  $ST | Sensata Technologies Holding plc | $608,003 | 0.1% | +19% | — |
| 141 |  $ANET | Arista Networks, Inc. | $602,604 | 0.1% | -18% | 86 |
| 142 |  $BSM | Black Stone Minerals, L.P. | $601,277 | 0.1% | +0% | 65.3 |
| 143 |  $KKR | KKR & Co. Inc. | $595,145 | 0.1% | +41% | 49.8 |
| 144 |  $ALSN | Allison Transmission Holdings Inc | $592,324 | 0.1% | +16% | 68.5 |
| 145 | — | EXCHANGE LISTED FDS TR | $584,879 | 0.1% | -27% | — |
| 146 |  $SHOP | SHOPIFY INC. | $584,085 | 0.1% | -5% | — |
| 147 |  $SYF | Synchrony Financial | $582,999 | 0.1% | -87% | — |
| 148 |  $LRCX | LAM RESEARCH CORP | $564,276 | 0.1% | +10% | 82.4 |
| 149 |  $NFG | NATIONAL FUEL GAS CO | $558,216 | 0.1% | +15% | 80.4 |
| 150 |  $VRT | Vertiv Holdings Co | $557,039 | 0.1% | +17% | 82.7 |
| 151 | — | ISHARES TR | $537,273 | 0.1% | -6% | — |
| 152 |  $MTG | MGIC INVESTMENT CORP | $527,520 | 0.1% | +13% | 67.1 |
| 153 |  $INGR | Ingredion Inc | $526,348 | 0.1% | +15% | 58.3 |
| 154 | — | J P MORGAN EXCHANGE TRADED F | $515,419 | 0.1% | +0% | — |
| 155 |  $COP | CONOCOPHILLIPS | $501,732 | 0.1% | +0% | 74.8 |
| 156 |  $PH | Parker-Hannifin Corp | $494,172 | 0.1% | +2% | 73.8 |
| 157 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $490,810 | 0.1% | +12% | 70.4 |
| 158 |  $SU | SUNCOR ENERGY INC | $489,478 | 0.1% | +10% | — |
| 159 |  $TJX | TJX COMPANIES INC /DE/ | $481,815 | 0.1% | +30% | 70.7 |
| 160 | — | TIDAL TRUST II | $481,628 | 0.1% | +2% | — |
| 161 |  $UGI | UGI CORP /PA/ | $480,453 | 0.1% | +20% | 70.3 |
| 162 |  $PEP | PEPSICO INC | $479,691 | 0.1% | -15% | 62.7 |
| 163 |  $BX | Blackstone Inc. | $476,519 | 0.1% | +5% | 68 |
| 164 |  $TPR | TAPESTRY, INC. | $470,179 | 0.1% | +20% | 76.4 |
| 165 |  $HUT | Hut 8 Corp. | $469,288 | 0.1% | +0% | 31.4 |
| 166 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $468,017 | 0.1% | +0% | — |
| 167 |  $INTU | INTUIT INC. | $467,835 | 0.1% | -78% | 82 |
| 168 |  $PGR | PROGRESSIVE CORP/OH/ | $457,538 | 0.1% | -8% | 83.6 |
| 169 |  $FAST | FASTENAL CO | $449,523 | 0.1% | +0% | 73.5 |
| 170 |  $PFE | PFIZER INC | $433,359 | 0.1% | +9% | 69 |
| 171 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $431,665 | 0.1% | NEW | 66.3 |
| 172 |  $PM | Philip Morris International Inc. | $431,537 | 0.1% | +15% | 80.5 |
| 173 | $IVZ | Invesco Ltd. | $427,960 | 0.1% | +0% | — |
| 174 |  $GLD | SPDR GOLD TRUST | $422,975 | 0.1% | -61% | — |
| 175 |  $PCG | PG&E Corp | $422,049 | 0.1% | +22% | 59.3 |
| 176 |  $LMT | LOCKHEED MARTIN CORP | $420,051 | 0.1% | +2% | 65 |
| 177 | — | VANECK ETF TRUST | $419,815 | 0.1% | -21% | — |
| 178 |  $BE | Bloom Energy Corp | $418,800 | 0.1% | NEW | 54.4 |
| 179 |  $STT | STATE STREET CORP | $414,737 | 0.1% | +0% | 61.5 |
| 180 |  $FIX | COMFORT SYSTEMS USA INC | $410,939 | 0.1% | +16% | 79.5 |
| 181 |  $ISRG | INTUITIVE SURGICAL INC | $402,905 | 0.1% | +16% | 81.4 |
| 182 |  $EBAY | EBAY INC | $402,126 | 0.1% | +18% | 69.3 |
| 183 |  $JLL | JONES LANG LASALLE INC | $394,399 | 0.1% | -93% | 59.8 |
| 184 |  $AMGN | AMGEN INC | $388,794 | 0.1% | +1% | 79.5 |
| 185 |  $MLM | MARTIN MARIETTA MATERIALS INC | $388,529 | 0.1% | -6% | 67.6 |
| 186 |  $CCJ | CAMECO CORP | $388,064 | 0.1% | +5% | — |
| 187 |  $ITT | ITT INC. | $387,157 | 0.1% | +24% | 63.1 |
| 188 |  $CCZ | COMCAST CORP | $385,173 | 0.1% | +41% | 70.4 |
| 189 |  $CRBD | Corebridge Financial, Inc. | $381,975 | 0.1% | +15% | 36.7 |
| 190 |  $ETN | Eaton Corp plc | $379,846 | 0.1% | -8% | — |
| 191 |  $TTE | TotalEnergies SE | $374,637 | 0.0% | +17% | — |
| 192 | — | ISHARES TR | $371,037 | 0.0% | +0% | — |
| 193 |  $ET | Energy Transfer LP | $369,827 | 0.0% | +40% | 64.5 |
| 194 |  $HON | HONEYWELL INTERNATIONAL INC | $364,812 | 0.0% | NEW | 65.7 |
| 195 |  $ABNB | Airbnb, Inc. | $364,444 | 0.0% | +9% | 70.1 |
| 196 |  $FTI | TechnipFMC plc | $354,637 | 0.0% | NEW | — |
| 197 |  $SFD | SMITHFIELD FOODS INC | $354,632 | 0.0% | +21% | 59.4 |
| 198 | — | ISHARES TR | $342,225 | 0.0% | +0% | — |
| 199 |  $SNOW | Snowflake Inc. | $335,273 | 0.0% | +98% | 49.6 |
| 200 |  $BN | BROOKFIELD Corp /ON/ | $320,953 | 0.0% | +0% | — |
| 201 |  $PLTR | Palantir Technologies Inc. | $318,598 | 0.0% | -23% | 85.8 |
| 202 |  $CTAS | CINTAS CORP | $317,476 | 0.0% | +10% | 76.3 |
| 203 | — | ISHARES TR | $312,461 | 0.0% | +0% | — |
| 204 |  $UNP | UNION PACIFIC CORP | $308,613 | 0.0% | -0% | 74 |
| 205 |  $MELI | MERCADOLIBRE INC | $307,766 | 0.0% | +32% | 77.5 |
| 206 |  $CTVA | Corteva, Inc. | $304,537 | 0.0% | +8% | 48.4 |
| 207 |  $SOLS | Solstice Advanced Materials Inc. | $299,842 | 0.0% | NEW | — |
| 208 |  $SLM | SLM Corp | $297,963 | 0.0% | +29% | — |
| 209 |  $WDC | WESTERN DIGITAL CORP | $297,269 | 0.0% | NEW | 76.8 |
| 210 | — | BITMINE IMMERSION TECNOLOGIE | $296,799 | 0.0% | -6% | — |
| 211 |  $PSX | Phillips 66 | $291,670 | 0.0% | NEW | 47.6 |
| 212 |  $ADBE | ADOBE INC. | $290,481 | 0.0% | +12% | 80.4 |
| 213 |  $MTCH | Match Group, Inc. | $289,411 | 0.0% | -92% | 66.4 |
| 214 | — | INVESCO EXCH TRADED FD TR II | $285,588 | 0.0% | +0% | — |
| 215 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $283,788 | 0.0% | -7% | 75.4 |
| 216 |  $PWR | QUANTA SERVICES, INC. | $283,294 | 0.0% | +2% | 62.6 |
| 217 |  $GIS | GENERAL MILLS INC | $282,574 | 0.0% | +26% | 64.1 |
| 218 |  $TDG | TransDigm Group INC | $279,309 | 0.0% | +0% | 75.4 |
| 219 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $278,216 | 0.0% | +8% | 70.9 |
| 220 |  $GS | GOLDMAN SACHS GROUP INC | $275,793 | 0.0% | +19% | — |
| 221 |  $FDX | FEDEX CORP | $273,902 | 0.0% | NEW | 60.3 |
| 222 |  $BLK | BlackRock, Inc. | $266,394 | 0.0% | +33% | 70.3 |
| 223 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $265,725 | 0.0% | NEW | 71.5 |
| 224 |  $AEVA | Aeva Technologies, Inc. | $263,200 | 0.0% | +0% | 22.8 |
| 225 |  $HAL | HALLIBURTON CO | $257,412 | 0.0% | NEW | 50.9 |
| 226 |  $CGNX | COGNEX CORP | $257,246 | 0.0% | NEW | 63.6 |
| 227 |  $G | Genpact LTD | $252,928 | 0.0% | +13% | — |
| 228 |  $QXO | QXO, Inc. | $251,508 | 0.0% | +20% | 53.5 |
| 229 |  $APG | APi Group Corp | $250,819 | 0.0% | +1% | 61.3 |
| 230 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $249,955 | 0.0% | +8% | 68.8 |
| 231 |  $GD | GENERAL DYNAMICS CORP | $249,178 | 0.0% | +13% | 73 |
| 232 |  $KO | COCA COLA CO | $245,109 | 0.0% | +3% | 74 |
| 233 | — | SCHWAB STRATEGIC TR | $244,460 | 0.0% | +0% | — |
| 234 |  $NEM | NEWMONT Corp /DE/ | $243,238 | 0.0% | +10% | 88.3 |
| 235 |  $MCO | MOODYS CORP /DE/ | $239,065 | 0.0% | NEW | 81.3 |
| 236 |  $AMD | ADVANCED MICRO DEVICES INC | $237,606 | 0.0% | NEW | 78.8 |
| 237 | — | ISHARES TR | $237,516 | 0.0% | +7% | — |
| 238 |  $OC | Owens Corning | $232,132 | 0.0% | +14% | 47.3 |
| 239 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $228,216 | 0.0% | NEW | 56.5 |
| 240 |  $NVS | NOVARTIS AG | $228,056 | 0.0% | -93% | — |
| 241 |  $CNC | CENTENE CORP | $227,739 | 0.0% | -6% | 52.7 |
| 242 | — | J P MORGAN EXCHANGE TRADED F | $227,632 | 0.0% | +0% | — |
| 243 |  $SITE | SiteOne Landscape Supply, Inc. | $224,157 | 0.0% | NEW | 47 |
| 244 |  $CMI | CUMMINS INC | $222,740 | 0.0% | NEW | 58.9 |
| 245 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $222,240 | 0.0% | +16% | 57.5 |
| 246 |  $TMUS | T-Mobile US, Inc. | $222,212 | 0.0% | NEW | 72.7 |
| 247 |  $SPGI | S&P Global Inc. | $221,177 | 0.0% | NEW | 79.4 |
| 248 |  $AXON | AXON ENTERPRISE, INC. | $213,619 | 0.0% | NEW | 55.6 |
| 249 |  $ERIC | ERICSSON LM TELEPHONE CO | $213,544 | 0.0% | +12% | — |
| 250 |  $IIM | Invesco Value Municipal Income Trust | $213,116 | 0.0% | +0% | — |
| 251 | — | TIDAL TRUST I | $211,273 | 0.0% | NEW | — |
| 252 |  $TRV | TRAVELERS COMPANIES, INC. | $211,176 | 0.0% | NEW | 71.5 |
| 253 |  $HUBS | HUBSPOT INC | $209,926 | 0.0% | NEW | 58.1 |
| 254 |  $AFL | AFLAC INC | $206,584 | 0.0% | -94% | 60.3 |
| 255 |  $PANW | Palo Alto Networks Inc | $202,484 | 0.0% | -31% | 66.5 |
| 256 |  $SEI | Solaris Energy Infrastructure, Inc. | $201,402 | 0.0% | NEW | 56.9 |
| 257 | — | ISHARES INC | $201,012 | 0.0% | +0% | — |
| 258 |  $NXE | NexGen Energy Ltd. | $183,825 | 0.0% | NEW | — |
| 259 |  $NZF | Nuveen Municipal Credit Income Fund | $181,348 | 0.0% | +0% | — |
| 260 | — | SELECT SECTOR SPDR TR | $151,155 | 0.0% | +0% | — |
| 261 | — | ARK ETF TR | $146,750 | 0.0% | +1358% | — |
| 262 | — | ISHARES TR | $144,407 | 0.0% | +0% | — |
| 263 | — | VANGUARD INDEX FDS | $134,687 | 0.0% | +0% | — |
| 264 | — | ISHARES TR | $130,068 | 0.0% | -10% | — |
| 265 | — | SELECT SECTOR SPDR TR | $127,572 | 0.0% | +0% | — |
| 266 |  $RDW | Redwire Corp | $127,568 | 0.0% | NEW | 25.3 |
| 267 | — | DOUBLELINE ETF TRUST | $126,263 | 0.0% | NEW | — |
| 268 | — | ISHARES TR | $124,553 | 0.0% | +0% | — |
| 269 |  $AUR | Aurora Innovation, Inc. | $99,321 | 0.0% | NEW | 9.8 |
| 270 |  $ONDS | Ondas Inc. | $97,433 | 0.0% | +8% | 31.8 |
| 271 |  $DNN | DENISON MINES CORP. | $96,037 | 0.0% | +64% | — |
| 272 | — | VANGUARD INTL EQUITY INDEX F | $67,286 | 0.0% | +0% | — |
| 273 | — | ISHARES TR | $63,471 | 0.0% | +0% | — |
| 274 | — | SELECT SECTOR SPDR TR | $56,849 | 0.0% | +0% | — |
| 275 | — | ISHARES TR | $54,109 | 0.0% | +0% | — |
| 276 | — | ISHARES TR | $46,230 | 0.0% | +0% | — |
| 277 | $IVZ | Invesco Ltd. | $42,838 | 0.0% | +0% | — |
| 278 |  $NPWR | NET Power Inc. | $40,923 | 0.0% | +0% | — |
| 279 | — | VANGUARD INDEX FDS | $39,288 | 0.0% | +0% | — |
| 280 | — | ISHARES TR | $38,976 | 0.0% | +0% | — |
| 281 | — | DIMENSIONAL ETF TRUST | $37,402 | 0.0% | -50% | — |
| 282 |  $SVC | Service Properties Trust | $34,025 | 0.0% | +0% | 35.7 |
| 283 | — | ISHARES TR | $31,068 | 0.0% | -83% | — |
| 284 | — | ARK ETF TR | $28,930 | 0.0% | +0% | — |
| 285 | — | ISHARES TR | $26,804 | 0.0% | +0% | — |
| 286 | — | VANGUARD INDEX FDS | $26,207 | 0.0% | +0% | — |
| 287 | — | SELECT SECTOR SPDR TR | $24,985 | 0.0% | +0% | — |
| 288 | — | ISHARES TR | $19,833 | 0.0% | +0% | — |
| 289 | — | ISHARES TR | $13,679 | 0.0% | +0% | — |
| 290 | — | SELECT SECTOR SPDR TR | $13,636 | 0.0% | +0% | — |
| 291 | — | ISHARES TR | $12,152 | 0.0% | +0% | — |
| 292 | $QXO | QXO, Inc. | $10,998 | 0.0% | +0% | 53.5 |
| 293 |  $ELUT | ELUTIA INC. | $10,547 | 0.0% | +0% | — |
| 294 | — | ARK ETF TR | $8,659 | 0.0% | -78% | — |
| 295 | $IVZ | Invesco Ltd. | $8,572 | 0.0% | +0% | — |
| 296 | — | DIMENSIONAL ETF TRUST | $8,394 | 0.0% | -89% | — |
| 297 | $BAC | BANK OF AMERICA CORP /DE/ | $7,149 | 0.0% | +0% | 68.4 |
| 298 | — | ARK ETF TR | $7,009 | 0.0% | +0% | — |
| 299 | $WFC | WELLS FARGO & COMPANY/MN | $6,930 | 0.0% | +0% | — |
| 300 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $3,647 | 0.0% | NEW | 66.3 |
| 301 | — | SELECT SECTOR SPDR TR | $2,833 | 0.0% | +0% | — |
| 302 | — | SELECT SECTOR SPDR TR | $2,377 | 0.0% | +0% | — |
| 303 | — | ISHARES TR | $1,642 | 0.0% | +0% | — |
| 304 | — | SELECT SECTOR SPDR TR | $1,468 | 0.0% | +0% | — |
| 305 | $STT | STATE STREET CORP | $572 | 0.0% | +0% | 61.5 |
New Positions (42)
DOUBLELINE ETF TRUST$41.8M
$UBER Uber Technologies, Inc$3.4M$ICE Intercontinental Exchange, Inc.$3.3M$NEE NEXTERA ENERGY INC$3.2M$FCX FREEPORT-MCMORAN INC$3.0M$VZ VERIZON COMMUNICATIONS INC$2.8M$MCD MCDONALDS CORP$2.7M$ADI ANALOG DEVICES INC$2.4M$MCK MCKESSON CORP$2.1M$AME AMETEK INC/$2.1M$ARI Apollo Commercial Real Estate Finance, Inc.$1.7M$T AT&T INC.$1.6M$SPG SIMON PROPERTY GROUP INC.$1.6M$BXMT BLACKSTONE MORTGAGE TRUST, INC.$677,853$OXY OCCIDENTAL PETROLEUM CORP /DE/$431,665Exited Positions (25)
$EXPE Expedia Group, Inc. SIMPLIFY EXCHANGE TRADED FUN
$CRM Salesforce, Inc.
$INCY INCYTE CORP
$FOX Fox Corp
$MEDP Medpace Holdings, Inc.
$MPC Marathon Petroleum Corp
$APP AppLovin Corp
$AIG AMERICAN INTERNATIONAL GROUP, INC.
$DHI HORTON D R INC /DE/
$BABA Alibaba Group Holding Ltd
$COF CAPITAL ONE FINANCIAL CORP
$ELME Elme Communities
$TEAM Atlassian Corp
$WY WEYERHAEUSER COBrowse Top Institutional Investors
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