Triangle Securities Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1541353
Institutional-grade research for retail investors
13F Reported Value
ⓘ$503.7M
Holdings
213
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Triangle Securities Wealth Management disclosed 213 positions worth $503.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 8 — including a new stake in $ENB and a full exit from $STT. The portfolio is most concentrated in Other (47.4% of disclosed assets). All figures are sourced directly from Triangle Securities Wealth Management’s Form 13F-HR filing with the SEC under CIK 1541353.
AI Fund Analysis
StableJ P MORGAN EXCHANGE TRADED
4.0% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US M
3.9% weight
Held 10 quarters
VANGUARD WORLD FD - INF TE
3.7% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
2.7% weight
Held 10 quarters
$GOOG2.6% weight
Held 10 quarters
ISHARES TR - CORE S&P SCP
9 quarters accumulating
ISHARES TR - S&P MC 400GR
9 quarters accumulating
$BN8 quarters accumulating
GMO ETF TRUST - US QUALITY
7 quarters accumulating
FIDELITY MERRIMACK STR TR
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
—Quality
$20.1M253,006 shSCHWAB STRATEGIC TR - US MID-CAP ETF
—Quality
$19.6M530,443 shVANGUARD WORLD FD - INF TECH ETF
—Quality
$18.7M156,663 shSPDR SERIES TRUST - ST STR SP600SM C
—Quality
$13.6M124,315 sh- 80.2
Quality
$12.9M36,433 sh ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO
—Quality
$12.2M256,588 shISHARES TR - CORE S&P MCP ETF
—Quality
$11.6M150,450 shISHARES TR - CORE S&P SCP ETF
—Quality
$11.2M75,467 sh- 68.0
Quality
$10.3M88,720 sh ISHARES TR - CORE UNIVRSL USD
—Quality
$9.6M207,159 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $20.1M | 253,006 |
| SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $19.6M | 530,443 |
| VANGUARD WORLD FD - INF TECH ETF | — | $18.7M | 156,663 |
| SPDR SERIES TRUST - ST STR SP600SM C | — | $13.6M | 124,315 |
 Alphabet Inc.$GOOGL | 80.2 | $12.9M | 36,433 |
| ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | — | $12.2M | 256,588 |
| ISHARES TR - CORE S&P MCP ETF | — | $11.6M | 150,450 |
| ISHARES TR - CORE S&P SCP ETF | — | $11.2M | 75,467 |
 Blackstone Inc.$BX | 68.0 | $10.3M | 88,720 |
| ISHARES TR - CORE UNIVRSL USD | — | $9.6M | 207,159 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Triangle Securities Wealth Management's 213 positions.
Showing top 10 of 213 holdings.
Sector Allocation
Other
$238.7M
Technology
$79.4M
Financials
$60.4M
Industrials
$30.4M
Consumer Discretionary
$22.4M
Healthcare
$22.0M
Energy
$13.9M
Consumer Staples
$9.8M
Full Holdings — Triangle Securities Wealth Management (Q2 2026)
All 213 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 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $20.1M | 4.0% | +2% | — |
| 2 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $19.6M | 3.9% | -0% | — |
| 3 | — | VANGUARD WORLD FD - INF TECH ETF | $18.7M | 3.7% | +688% | — |
| 4 | — | SPDR SERIES TRUST - ST STR SP600SM C | $13.6M | 2.7% | +0% | — |
| 5 | $GOOGL | Alphabet Inc. | $12.9M | 2.6% | -6% | 80.2 |
| 6 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | $12.2M | 2.4% | -1% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $11.6M | 2.3% | +1% | — |
| 8 | — | ISHARES TR - CORE S&P SCP ETF | $11.2M | 2.2% | +1% | — |
| 9 | $BX | Blackstone Inc. | $10.3M | 2.0% | +103% | 68 |
| 10 | — | ISHARES TR - CORE UNIVRSL USD | $9.6M | 1.9% | +4% | — |
| 11 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $9.4M | 1.9% | -1% | — |
| 12 |  $AAPL | Apple Inc. | $8.7M | 1.7% | -0% | 76.1 |
| 13 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | $8.3M | 1.6% | +6% | — |
| 14 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $8.2M | 1.6% | +3% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $7.6M | 1.5% | -1% | 35.6 |
| 16 |  $MSFT | MICROSOFT CORP | $7.6M | 1.5% | -7% | 83.7 |
| 17 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $7.0M | 1.4% | +4% | — |
| 18 | $BN | BROOKFIELD Corp /ON/ | $6.7M | 1.3% | +2% | — |
| 19 |  $GS | GOLDMAN SACHS GROUP INC | $6.6M | 1.3% | -2% | — |
| 20 |  $CAT | CATERPILLAR INC | $6.6M | 1.3% | -3% | 67.8 |
| 21 |  $XOM | EXXON MOBIL CORP | $6.2M | 1.2% | -1% | 61.8 |
| 22 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.1M | 1.2% | +2% | — |
| 23 |  $AVGO | Broadcom Inc. | $6.0M | 1.2% | -5% | 86.4 |
| 24 | — | GMO ETF TRUST - US QUALITY ETF | $5.4M | 1.1% | +6% | — |
| 25 |  $KKR | KKR & Co. Inc. | $5.3M | 1.1% | -1% | 49.8 |
| 26 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $5.1M | 1.0% | +9% | — |
| 27 |  $LLY | ELI LILLY & Co | $5.0M | 1.0% | -1% | 89.3 |
| 28 | — | ISHARES TR - S&P MC 400GR ETF | $4.9M | 1.0% | +8% | — |
| 29 |  $LOW | LOWES COMPANIES INC | $4.9M | 1.0% | +2% | 63.5 |
| 30 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $4.9M | 1.0% | +2% | — |
| 31 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | $4.9M | 1.0% | +28% | — |
| 32 |  $JNJ | JOHNSON & JOHNSON | $4.8M | 1.0% | -1% | 72.8 |
| 33 | — | SPDR SERIES TRUST - ST STR SP INS | $4.6M | 0.9% | -1% | — |
| 34 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.5M | 0.9% | -1% | — |
| 35 |  $LRCX | LAM RESEARCH CORP | $4.3M | 0.9% | -4% | 82.4 |
| 36 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.9M | 0.8% | -5% | — |
| 37 |  $RTX | RTX Corp | $3.9M | 0.8% | -2% | 70 |
| 38 |  $AMZN | AMAZON COM INC | $3.9M | 0.8% | -1% | 74.6 |
| 39 |  $AMAT | APPLIED MATERIALS INC /DE | $3.8M | 0.8% | -8% | 74.8 |
| 40 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.7M | 0.7% | -1% | 70.8 |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.7M | 0.7% | +0% | 68.4 |
| 42 |  $DUK | Duke Energy CORP | $3.6M | 0.7% | -1% | 64 |
| 43 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.6M | 0.7% | +3% | — |
| 44 |  $NVDA | NVIDIA CORP | $3.5M | 0.7% | -1% | 90.2 |
| 45 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.5M | 0.7% | +561% | — |
| 46 |  $V | VISA INC. | $3.4M | 0.7% | -4% | 83.5 |
| 47 | — | 2023 ETF SERIES TRUST - EAGL CAP SEL ETF | $3.4M | 0.7% | -1% | — |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.7% | -2% | 64.5 |
| 49 |  $NEE | NEXTERA ENERGY INC | $3.1M | 0.6% | -3% | 71.7 |
| 50 |  $META | Meta Platforms, Inc. | $3.1M | 0.6% | -9% | 80.9 |
| 51 | — | ISHARES TR - SP SMCP600VL ETF | $3.0M | 0.6% | -1% | — |
| 52 |  $EMR | EMERSON ELECTRIC CO | $2.9M | 0.6% | -1% | 65.9 |
| 53 |  $PEP | PEPSICO INC | $2.7M | 0.5% | -1% | 62.7 |
| 54 |  $WFC | WELLS FARGO & COMPANY/MN | $2.7M | 0.5% | +1% | — |
| 55 |  $LIN | LINDE PLC | $2.6M | 0.5% | -1% | — |
| 56 |  $ENB | ENBRIDGE INC | $2.6M | 0.5% | NEW | — |
| 57 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO | $2.6M | 0.5% | -3% | — |
| 58 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $2.6M | 0.5% | +10% | — |
| 59 |  $IVZ | Invesco Ltd. | $2.5M | 0.5% | -1% | — |
| 60 |  $AMGN | AMGEN INC | $2.4M | 0.5% | -1% | 79.5 |
| 61 |  $LYV | Live Nation Entertainment, Inc. | $2.3M | 0.5% | -5% | 55 |
| 62 |  $ROK | ROCKWELL AUTOMATION, INC | $2.3M | 0.5% | -1% | 68.2 |
| 63 |  $CVX | CHEVRON CORP | $2.3M | 0.5% | -1% | 54.7 |
| 64 |  $GRMN | GARMIN LTD | $2.2M | 0.4% | -1% | — |
| 65 |  $PANW | Palo Alto Networks Inc | $2.2M | 0.4% | +1% | 66.5 |
| 66 |  $CTVA | Corteva, Inc. | $2.2M | 0.4% | -1% | 48.4 |
| 67 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $2.1M | 0.4% | NEW | — |
| 68 |  $FLEX | FLEX LTD. | $2.1M | 0.4% | +212% | — |
| 69 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.0M | 0.4% | +3% | — |
| 70 |  $ANET | Arista Networks, Inc. | $2.0M | 0.4% | NEW | 86 |
| 71 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.4% | -1% | 72.9 |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.4% | -0% | 67 |
| 73 |  $NOW | ServiceNow, Inc. | $1.9M | 0.4% | +2% | 76 |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $1.9M | 0.4% | -1% | 66.8 |
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.8M | 0.4% | -0% | — |
| 76 |  $DOV | DOVER Corp | $1.8M | 0.3% | -2% | 63.1 |
| 77 |  $MS | MORGAN STANLEY | $1.7M | 0.3% | -2% | — |
| 78 |  $MRK | Merck & Co., Inc. | $1.7M | 0.3% | -1% | 70.9 |
| 79 |  $USFD | US Foods Holding Corp. | $1.6M | 0.3% | -1% | 60.6 |
| 80 | $GOOG | Alphabet Inc. | $1.6M | 0.3% | -1% | 80.2 |
| 81 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 64.5 |
| 82 |  $ASML | ASML HOLDING NV | $1.5M | 0.3% | -0% | — |
| 83 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.4M | 0.3% | -2% | — |
| 84 |  $C | CITIGROUP INC | $1.4M | 0.3% | -1% | 54.8 |
| 85 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.4M | 0.3% | -1% | 66.5 |
| 86 |  $WMT | Walmart Inc. | $1.4M | 0.3% | -3% | 63.2 |
| 87 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.4M | 0.3% | -1% | 63.7 |
| 88 |  $ROST | ROSS STORES, INC. | $1.4M | 0.3% | -2% | 71.5 |
| 89 |  $CRM | Salesforce, Inc. | $1.3M | 0.3% | -5% | 75.2 |
| 90 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.3M | 0.3% | +3% | 54.8 |
| 91 |  $DHR | DANAHER CORP /DE/ | $1.3M | 0.3% | -6% | 63.9 |
| 92 | — | VANGUARD WORLD FD - COMM SRVC ETF | $1.2M | 0.3% | -1% | — |
| 93 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.2% | +295% | — |
| 94 |  $ORCL | ORACLE CORP | $1.2M | 0.2% | -22% | 67.2 |
| 95 |  $GD | GENERAL DYNAMICS CORP | $1.2M | 0.2% | -0% | 73 |
| 96 |  $COP | CONOCOPHILLIPS | $1.2M | 0.2% | -1% | 74.8 |
| 97 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $1.2M | 0.2% | +72% | — |
| 98 |  $ECL | ECOLAB INC. | $1.2M | 0.2% | +0% | 64.3 |
| 99 |  $EA | ELECTRONIC ARTS INC. | $1.2M | 0.2% | -1% | 71.1 |
| 100 |  $CMI | CUMMINS INC | $1.1M | 0.2% | -4% | 58.9 |
| 101 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.1M | 0.2% | -1% | 69.8 |
| 102 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.2% | -0% | 70.7 |
| 103 | — | ISHARES TR - U.S. MED DVC ETF | $1.1M | 0.2% | +67% | — |
| 104 |  $LH | LABCORP HOLDINGS INC. | $1.1M | 0.2% | +0% | 54.8 |
| 105 |  $VEEV | VEEVA SYSTEMS INC | $1.1M | 0.2% | -1% | 77.8 |
| 106 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.1M | 0.2% | -0% | — |
| 107 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.2% | +0% | 74.8 |
| 108 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE EQT INCOME | $1.0M | 0.2% | +6% | — |
| 109 |  $MCO | MOODYS CORP /DE/ | $1.0M | 0.2% | +2% | 81.3 |
| 110 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $986,111 | 0.2% | -0% | 70.9 |
| 111 |  $SPY | SPDR S&P 500 ETF TRUST | $985,722 | 0.2% | -0% | — |
| 112 |  $ICE | Intercontinental Exchange, Inc. | $939,623 | 0.2% | +0% | 73.8 |
| 113 |  $BA | BOEING CO | $924,760 | 0.2% | +0% | 51.8 |
| 114 |  $WEC | WEC ENERGY GROUP, INC. | $903,663 | 0.2% | +0% | 67 |
| 115 |  $CVS | CVS HEALTH Corp | $885,429 | 0.2% | -4% | 51.3 |
| 116 |  $PM | Philip Morris International Inc. | $884,288 | 0.2% | -5% | 80.5 |
| 117 |  $DE | DEERE & CO | $883,622 | 0.2% | +1% | 57.4 |
| 118 |  $AJG | Arthur J. Gallagher & Co. | $881,778 | 0.2% | -7% | 72.1 |
| 119 |  $APD | Air Products & Chemicals, Inc. | $879,540 | 0.2% | -0% | 41.2 |
| 120 | — | VANGUARD INDEX FDS - VALUE ETF | $879,514 | 0.2% | -1% | — |
| 121 |  $BMY | BRISTOL MYERS SQUIBB CO | $865,164 | 0.2% | -5% | 70.1 |
| 122 |  $GEV | GE Vernova Inc. | $863,522 | 0.2% | -1% | 70.1 |
| 123 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $858,538 | 0.2% | -0% | — |
| 124 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $856,605 | 0.2% | +104% | 66.7 |
| 125 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $848,912 | 0.2% | +0% | 76.6 |
| 126 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $840,128 | 0.2% | -0% | 65.9 |
| 127 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $802,434 | 0.2% | +12% | — |
| 128 | — | ISHARES TR - CORE S&P500 ETF | $802,101 | 0.2% | +2% | — |
| 129 |  $TFC | TRUIST FINANCIAL CORP | $801,164 | 0.2% | -18% | — |
| 130 |  $MGM | MGM Resorts International | $791,208 | 0.2% | -1% | 48 |
| 131 | — | ISHARES TR - EXPANDED TECH | $765,570 | 0.1% | +21% | — |
| 132 |  $NTRS | NORTHERN TRUST CORP | $760,202 | 0.1% | -2% | 71.8 |
| 133 |  $BKNG | Booking Holdings Inc. | $758,411 | 0.1% | +2855% | 55.3 |
| 134 |  $VRSK | Verisk Analytics, Inc. | $754,026 | 0.1% | +1% | 77.3 |
| 135 | — | ELEVATION SERIES TRUST - RIVE ACTI IN ETF | $746,367 | 0.1% | +0% | — |
| 136 |  $FANG | Diamondback Energy, Inc. | $737,573 | 0.1% | +0% | 81.4 |
| 137 |  $LYB | LyondellBasell Industries N.V. | $734,731 | 0.1% | +1% | — |
| 138 | — | SPDR SERIES TRUST - ST STR SP DIV | $713,741 | 0.1% | +0% | — |
| 139 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $705,834 | 0.1% | +0% | — |
| 140 |  $MMM | 3M CO | $704,838 | 0.1% | -2% | 60.7 |
| 141 |  $DDOG | Datadog, Inc. | $688,652 | 0.1% | +41% | 62.9 |
| 142 |  $SLB | SLB LIMITED/NV | $681,915 | 0.1% | -1% | 63.2 |
| 143 |  $D | DOMINION ENERGY, INC | $681,129 | 0.1% | +13% | 74.9 |
| 144 |  $QCOM | QUALCOMM INC/DE | $670,912 | 0.1% | -1% | 81.9 |
| 145 |  $SHW | SHERWIN WILLIAMS CO | $669,547 | 0.1% | +2% | 65.3 |
| 146 |  $DD | DuPont de Nemours, Inc. | $666,671 | 0.1% | -67% | 31.1 |
| 147 |  $AXP | AMERICAN EXPRESS CO | $653,837 | 0.1% | -7% | 73.2 |
| 148 |  $MA | Mastercard Inc | $649,190 | 0.1% | +1% | 81.7 |
| 149 | — | ISHARES TR - SELECT DIVID ETF | $637,704 | 0.1% | +0% | — |
| 150 | — | ISHARES TR - S&P MC 400VL ETF | $634,015 | 0.1% | +0% | — |
| 151 |  $QXO | QXO, Inc. | $617,587 | 0.1% | +22% | 53.5 |
| 152 |  $UNP | UNION PACIFIC CORP | $607,693 | 0.1% | +0% | 74 |
| 153 |  $DIS | Walt Disney Co | $602,542 | 0.1% | -22% | 68.9 |
| 154 |  $RIO | RIO TINTO PLC | $583,223 | 0.1% | -2% | — |
| 155 |  $AMD | ADVANCED MICRO DEVICES INC | $582,653 | 0.1% | -22% | 78.8 |
| 156 |  $RY | ROYAL BANK OF CANADA | $579,516 | 0.1% | +0% | — |
| 157 |  $DGX | QUEST DIAGNOSTICS INC | $554,673 | 0.1% | -1% | 69.1 |
| 158 |  $ADSK | Autodesk, Inc. | $545,543 | 0.1% | -2% | 76.4 |
| 159 | — | ISHARES TR - ISHARES BIOTECH | $545,465 | 0.1% | -0% | — |
| 160 |  $CL | COLGATE PALMOLIVE CO | $543,609 | 0.1% | +0% | 72.4 |
| 161 | — | ISHARES TR - RUS 1000 VAL ETF | $527,528 | 0.1% | -0% | — |
| 162 |  $ONON | On Holding AG | $511,111 | 0.1% | -19% | — |
| 163 |  $CARR | CARRIER GLOBAL Corp | $498,633 | 0.1% | +8% | 61.5 |
| 164 | — | ISHARES TR - MSCI EMG MKT ETF | $475,201 | 0.1% | -2% | — |
| 165 | — | ISHARES TR - MRGSTR MD CP GRW | $474,156 | 0.1% | +3% | — |
| 166 |  $CI | Cigna Group | $467,829 | 0.1% | -3% | 66.8 |
| 167 |  $HSY | HERSHEY CO | $450,907 | 0.1% | +7% | 59.4 |
| 168 | — | ISHARES TR - EAFE GRWTH ETF | $436,971 | 0.1% | +7% | — |
| 169 |  $GILD | GILEAD SCIENCES, INC. | $430,819 | 0.1% | NEW | 77.8 |
| 170 | $DOV | DOVER Corp | $425,011 | 0.1% | +0% | 63.1 |
| 171 |  $WT | WisdomTree, Inc. | $421,206 | 0.1% | +0% | 62.9 |
| 172 |  $NXT | Nextpower Inc. | $406,029 | 0.1% | NEW | 74.8 |
| 173 |  $YUM | YUM BRANDS INC | $400,929 | 0.1% | +0% | 71.7 |
| 174 |  $HON | HONEYWELL INTERNATIONAL INC | $382,197 | 0.1% | -55% | 65.7 |
| 175 |  $HONA | Honeywell Aerospace Inc. | $377,384 | 0.1% | NEW | — |
| 176 |  $OTIS | Otis Worldwide Corp | $342,678 | 0.1% | -55% | 60.3 |
| 177 | — | ISHARES TR - MSCI EAFE ETF | $342,365 | 0.1% | NEW | — |
| 178 |  $NFLX | NETFLIX INC | $331,653 | 0.1% | NEW | 86.7 |
| 179 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $329,703 | 0.1% | +0% | — |
| 180 |  $FORM | FORMFACTOR INC | $326,417 | 0.1% | -16% | 54 |
| 181 |  $TGT | TARGET CORP | $323,913 | 0.1% | -1% | 53.1 |
| 182 |  $ISRG | INTUITIVE SURGICAL INC | $322,916 | 0.1% | +0% | 81.4 |
| 183 |  $HD | HOME DEPOT, INC. | $318,470 | 0.1% | +0% | 69.2 |
| 184 |  $ULTA | Ulta Beauty, Inc. | $313,882 | 0.1% | -15% | 66.6 |
| 185 |  $KO | COCA COLA CO | $310,451 | 0.1% | -8% | 74 |
| 186 |  $MOG-A | MOOG INC. | $307,708 | 0.1% | +1% | 66.2 |
| 187 |  $VZ | VERIZON COMMUNICATIONS INC | $306,669 | 0.1% | +0% | 71.6 |
| 188 |  $CB | Chubb Ltd | $303,940 | 0.1% | +0% | — |
| 189 |  $NSC | NORFOLK SOUTHERN CORP | $299,490 | 0.1% | +0% | 70.8 |
| 190 |  $SJM | J M SMUCKER Co | $289,913 | 0.1% | +3% | 46.4 |
| 191 |  $WAT | WATERS CORP /DE/ | $288,031 | 0.1% | NEW | 69.9 |
| 192 |  $TT | Trane Technologies plc | $286,346 | 0.1% | +0% | — |
| 193 | $IVZ | Invesco Ltd. | $284,123 | 0.1% | NEW | — |
| 194 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $282,633 | 0.1% | -37% | 77.6 |
| 195 |  $USB | US BANCORP DE | $281,246 | 0.1% | -7% | 71.4 |
| 196 |  $CG | Carlyle Group Inc. | $270,767 | 0.1% | +0% | 47.3 |
| 197 |  $ENS | EnerSys | $261,645 | 0.1% | -8% | 56 |
| 198 |  $MO | ALTRIA GROUP, INC. | $259,811 | 0.1% | +0% | 72.1 |
| 199 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $255,588 | 0.1% | -5% | — |
| 200 | — | ISHARES TR - RUS MDCP VAL ETF | $255,476 | 0.1% | -1% | — |
| 201 |  $FNB | FNB CORP/PA/ | $249,337 | 0.1% | NEW | — |
| 202 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $242,528 | 0.1% | -6% | — |
| 203 |  $BALL | BALL Corp | $241,800 | 0.1% | +0% | 54.2 |
| 204 |  $KMB | KIMBERLY CLARK CORP | $229,310 | 0.1% | -12% | 61.7 |
| 205 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $224,468 | 0.0% | -29% | 61.9 |
| 206 |  $FCFS | FirstCash Holdings, Inc. | $223,026 | 0.0% | NEW | 73.8 |
| 207 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $220,530 | 0.0% | +1% | 66.4 |
| 208 |  $Q | Qnity Electronics, Inc. | $217,692 | 0.0% | NEW | — |
| 209 |  $TSN | TYSON FOODS, INC. | $214,688 | 0.0% | -32% | 51.9 |
| 210 |  $CPRT | COPART INC | $212,975 | 0.0% | -3% | 74.9 |
| 211 |  $SYY | SYSCO CORP | $203,601 | 0.0% | NEW | 58.4 |
| 212 | — | ISHARES TR - RUS MID CAP ETF | $202,244 | 0.0% | NEW | — |
| 213 |  $SABR | Sabre Corp | $22,110 | 0.0% | +0% | 56.2 |
New Positions (14)
$ENB ENBRIDGE INC$2.6M SPDR SERIES TRUST - ST STR SP600GRWO$2.1M
$ANET Arista Networks, Inc.$2.0M$GILD GILEAD SCIENCES, INC.$430,819$NXT Nextpower Inc.$406,029$HONA Honeywell Aerospace Inc.$377,384 ISHARES TR - MSCI EAFE ETF$342,365
$NFLX NETFLIX INC$331,653$WAT WATERS CORP /DE/$288,031$FNB FNB CORP/PA/$249,337$FCFS FirstCash Holdings, Inc.$223,026$Q Qnity Electronics, Inc.$217,692$SYY SYSCO CORP$203,601 ISHARES TR - RUS MID CAP ETF$202,244
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