OARSMAN CAPITAL, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1569667
Institutional-grade research for retail investors
13F Reported Value
ⓘ$805.5M
incl. option notional
Equity Holdings
ⓘ$805.3M
Option Notional
ⓘ$192,645
$86,058 puts / $106,587 calls
Holdings
239
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
OARSMAN CAPITAL, INC. disclosed 239 positions worth $805.5M in its Form 13F-HR for Q1 2026 — $805.3M in common stock plus $192,645 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 20 new positions and exited 20. The portfolio is most concentrated in Other (61.1% of disclosed assets). All figures are sourced directly from OARSMAN CAPITAL, INC.’s Form 13F-HR filing with the SEC under CIK 1569667.
AI Fund Analysis
StableISHARES CORE U.S. AGGREGAT
11.3% weight
Held 9 quarters
SCHWAB INTERNATIONAL EQUIT
8.6% weight
Held 9 quarters
VANGUARD VALUE ETF
7.7% weight
Held 9 quarters
STATE STREET SPDR PORTFOLI
6.6% weight
Held 9 quarters
STATE STREET SPDR PORTFOLI
4.3% weight
Held 9 quarters
SCHWAB INTERNATIONAL EQUIT
8 quarters accumulating
VANGUARD VALUE ETF
8 quarters accumulating
STATE STREET SPDR PORTFOLI
8 quarters accumulating
STATE STREET SPDR PORTFOLI
8 quarters accumulating
$META8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$GOOGLPUT$86K notional
$TSLACALL$74K notional
ISHARES MSCI EMERGING MARKETS ETFCALL$28K notional
$IBITCALL$4K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE U.S. AGGREGATE BOND ETF
—Quality
$90.9M915,513 shSCHWAB INTERNATIONAL EQUITY ETF
—Quality
$69.5M2,806,554 shVANGUARD VALUE ETF
—Quality
$61.7M314,273 shSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
—Quality
$53.2M543,010 shSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
—Quality
$35.0M590,328 sh- —
Quality
$32.2M167,808 sh ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
—Quality
$30.6M286,732 shSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
—Quality
$26.6M549,596 sh- 80.2
Quality
$18.9M65,859 sh ISHARES CORE S&P 500 ETF
—Quality
$15.6M23,832 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE U.S. AGGREGATE BOND ETF | — | $90.9M | 915,513 |
| SCHWAB INTERNATIONAL EQUITY ETF | — | $69.5M | 2,806,554 |
| VANGUARD VALUE ETF | — | $61.7M | 314,273 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | — | $53.2M | 543,010 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | — | $35.0M | 590,328 |
 Invesco Ltd.$IVZ | — | $32.2M | 167,808 |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | — | $30.6M | 286,732 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | — | $26.6M | 549,596 |
 Alphabet Inc.$GOOGL | 80.2 | $18.9M | 65,859 |
| ISHARES CORE S&P 500 ETF | — | $15.6M | 23,832 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OARSMAN CAPITAL, INC.'s 239 positions.
Showing top 10 of 239 holdings.
Sector Allocation
Other
$492.2M
Technology
$99.0M
Financials
$96.0M
Industrials
$34.5M
Consumer Discretionary
$28.8M
Healthcare
$28.4M
Consumer Staples
$6.8M
Materials
$6.6M
Full Holdings — OARSMAN CAPITAL, INC. (Q1 2026)
All 239 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 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $90.9M | 11.3% | +21% | — |
| 2 | — | SCHWAB INTERNATIONAL EQUITY ETF | $69.5M | 8.6% | +9% | — |
| 3 | — | VANGUARD VALUE ETF | $61.7M | 7.7% | +14% | — |
| 4 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $53.2M | 6.6% | +1% | — |
| 5 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $35.0M | 4.3% | +22% | — |
| 6 | $IVZ | Invesco Ltd. | $32.2M | 4.0% | -26% | — |
| 7 | — | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $30.6M | 3.8% | +23% | — |
| 8 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $26.6M | 3.3% | +12% | — |
| 9 | $GOOGL | Alphabet Inc. | $18.9M | 2.4% | -7% | 80.2 |
| 10 | — | ISHARES CORE S&P 500 ETF | $15.6M | 1.9% | -7% | — |
| 11 | — | COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF | $14.3M | 1.8% | NEW | — |
| 12 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13.4M | 1.7% | +5% | — |
| 13 |  $AAPL | Apple Inc. | $12.8M | 1.6% | +1% | 76.1 |
| 14 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $12.8M | 1.6% | -25% | — |
| 15 |  $NVDA | NVIDIA CORP | $12.3M | 1.5% | +2% | 90.2 |
| 16 |  $MSFT | MICROSOFT CORP | $11.4M | 1.4% | +2% | 83.7 |
| 17 |  $WT | WisdomTree, Inc. | $11.1M | 1.4% | +5142% | 62.9 |
| 18 |  $AAAU | Goldman Sachs Physical Gold ETF | $8.9M | 1.1% | -1% | — |
| 19 | — | JPMORGAN ULTRA-SHORT INCOME ETF | $8.0M | 1.0% | +18% | — |
| 20 |  $AVGO | Broadcom Inc. | $7.8M | 1.0% | +13% | 86.4 |
| 21 |  $AMZN | AMAZON COM INC | $6.3M | 0.8% | +6% | 74.6 |
| 22 | — | INVESCO EQUAL WEIGHT ENERGY ETF | $6.1M | 0.8% | -3% | — |
| 23 |  $GOOG | Alphabet Inc. | $6.1M | 0.8% | +3% | 80.2 |
| 24 |  $WMT | Walmart Inc. | $5.5M | 0.7% | -0% | 63.2 |
| 25 |  $CAT | CATERPILLAR INC | $5.5M | 0.7% | +3% | 67.8 |
| 26 | $IVZ | Invesco Ltd. | $5.1M | 0.6% | +1% | — |
| 27 |  $GS | GOLDMAN SACHS GROUP INC | $4.8M | 0.6% | +2% | — |
| 28 |  $TJX | TJX COMPANIES INC /DE/ | $4.8M | 0.6% | +0% | 70.7 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $4.6M | 0.6% | +5% | 72.8 |
| 30 | — | JPMORGAN REALTY INCOME ETF | $4.4M | 0.6% | +2% | — |
| 31 | $META | Meta Platforms, Inc. | $4.4M | 0.5% | +0% | 80.9 |
| 32 |  $C | CITIGROUP INC | $4.3M | 0.5% | -7% | 54.8 |
| 33 |  $ABBV | AbbVie Inc. | $4.3M | 0.5% | +3% | 59.3 |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.1M | 0.5% | +5% | 64.5 |
| 35 |  $JCI | Johnson Controls International plc | $4.0M | 0.5% | +4% | — |
| 36 |  $APH | AMPHENOL CORP /DE/ | $4.0M | 0.5% | +1% | 80.5 |
| 37 |  $FCX | FREEPORT-MCMORAN INC | $3.9M | 0.5% | +18% | 73.1 |
| 38 |  $PH | Parker-Hannifin Corp | $3.7M | 0.5% | +3% | 73.8 |
| 39 |  $WFC | WELLS FARGO & COMPANY/MN | $3.6M | 0.5% | +4% | — |
| 40 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.4M | 0.4% | +2% | 66.7 |
| 41 |  $AZN | ASTRAZENECA PLC | $3.3M | 0.4% | -42% | — |
| 42 |  $HPE | Hewlett Packard Enterprise Co | $3.2M | 0.4% | -0% | 52.5 |
| 43 |  $CMI | CUMMINS INC | $3.2M | 0.4% | +3% | 58.9 |
| 44 |  $KR | KROGER CO | $3.2M | 0.4% | -4% | 51.1 |
| 45 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.1M | 0.4% | +4% | 72.7 |
| 46 | — | SCHWAB US AGGREGATE BOND ETF | $3.1M | 0.4% | +2% | — |
| 47 |  $MDT | Medtronic plc | $3.0M | 0.4% | +0% | — |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.3% | -8% | — |
| 49 |  $GLD | SPDR GOLD TRUST | $2.8M | 0.3% | -3% | — |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.3% | +2% | 72.3 |
| 51 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $2.8M | 0.3% | +3% | — |
| 52 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.6M | 0.3% | -1% | — |
| 53 |  $LDOS | Leidos Holdings, Inc. | $2.5M | 0.3% | +2% | 73.4 |
| 54 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.5M | 0.3% | +6% | 70.1 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $2.5M | 0.3% | +1% | 35.6 |
| 56 |  $GWW | W.W. GRAINGER, INC. | $2.4M | 0.3% | +1% | 69.5 |
| 57 | — | ISHARES RUSSELL 1000 GROWTH ETF | $2.4M | 0.3% | -67% | — |
| 58 |  $NFLX | NETFLIX INC | $2.3M | 0.3% | +272% | 86.7 |
| 59 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.2M | 0.3% | +4% | 76.6 |
| 60 |  $UBER | Uber Technologies, Inc | $2.2M | 0.3% | +0% | 79.3 |
| 61 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF | $2.1M | 0.3% | -2% | — |
| 62 |  $INTU | INTUIT INC. | $2.1M | 0.3% | +15% | 82 |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.0M | 0.3% | -1% | 68.4 |
| 64 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.0M | 0.3% | -6% | — |
| 65 |  $IAUM | iShares Gold Trust Micro | $2.0M | 0.3% | -5% | — |
| 66 |  $DIS | Walt Disney Co | $2.0M | 0.3% | +0% | 68.9 |
| 67 |  $PEP | PEPSICO INC | $1.9M | 0.2% | -0% | 62.7 |
| 68 |  $LLY | ELI LILLY & Co | $1.9M | 0.2% | +7% | 89.3 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.2% | +14% | 67 |
| 70 | — | VANGUARD S&P 500 ETF | $1.8M | 0.2% | +20% | — |
| 71 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.8M | 0.2% | +6% | — |
| 72 |  $QCOM | QUALCOMM INC/DE | $1.8M | 0.2% | -2% | 81.9 |
| 73 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.8M | 0.2% | +2% | 69.4 |
| 74 | — | VANGUARD TOTAL STOCK MARKET ETF | $1.8M | 0.2% | +8% | — |
| 75 |  $TSLA | Tesla, Inc. | $1.7M | 0.2% | -7% | 50.1 |
| 76 | — | DIMENSIONAL U.S. SMALL CAP ETF | $1.7M | 0.2% | -5% | — |
| 77 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.7M | 0.2% | +1% | 63.8 |
| 78 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.7M | 0.2% | -2% | — |
| 79 |  $FISV | FISERV INC | $1.7M | 0.2% | -3% | 67.4 |
| 80 |  $V | VISA INC. | $1.4M | 0.2% | -15% | 83.5 |
| 81 |  $MTG | MGIC INVESTMENT CORP | $1.3M | 0.2% | -6% | 67.1 |
| 82 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | +5% | 67.2 |
| 83 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.1% | -3% | 66.8 |
| 84 |  $TYL | TYLER TECHNOLOGIES INC | $1.2M | 0.1% | +3% | 69.3 |
| 85 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $1.2M | 0.1% | +10% | — |
| 86 |  $UAL | United Airlines Holdings, Inc. | $1.2M | 0.1% | +65% | 61.3 |
| 87 | — | ISHARES NATIONAL MUNI BOND ETF | $1.1M | 0.1% | +0% | — |
| 88 | — | SCHWAB U.S. BROAD MARKET ETF | $1.1M | 0.1% | -4% | — |
| 89 |  $OMC | OMNICOM GROUP INC. | $1.0M | 0.1% | +17% | 60.5 |
| 90 |  $CVX | CHEVRON CORP | $978,902 | 0.1% | -4% | 54.7 |
| 91 |  $MCD | MCDONALDS CORP | $977,435 | 0.1% | +4% | 73.9 |
| 92 |  $CTRA | Coterra Energy Inc. | $933,763 | 0.1% | -26% | 80.6 |
| 93 |  $UPS | UNITED PARCEL SERVICE INC | $917,873 | 0.1% | -14% | 58.2 |
| 94 | — | SCHWAB US DIVIDEND EQUITY ETF | $889,422 | 0.1% | -3% | — |
| 95 | — | STATE STREET SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 E | $862,076 | 0.1% | -0% | — |
| 96 |  $MRVL | Marvell Technology, Inc. | $858,397 | 0.1% | +49% | 77.3 |
| 97 |  $OLN | OLIN Corp | $846,710 | 0.1% | -48% | 42.9 |
| 98 | — | ISHARES MSCI ACWI EX U.S. ETF | $838,941 | 0.1% | -7% | — |
| 99 |  $CNS | COHEN & STEERS, INC. | $836,836 | 0.1% | +0% | 58.6 |
| 100 |  $XOM | EXXON MOBIL CORP | $831,620 | 0.1% | -2% | 61.8 |
| 101 |  $ISRG | INTUITIVE SURGICAL INC | $826,094 | 0.1% | +16% | 81.4 |
| 102 |  $AMGN | AMGEN INC | $822,977 | 0.1% | +0% | 79.5 |
| 103 |  $MA | Mastercard Inc | $807,950 | 0.1% | +14% | 81.7 |
| 104 |  $HD | HOME DEPOT, INC. | $805,142 | 0.1% | +4% | 69.2 |
| 105 | — | SCHWAB U.S. SMALL-CAP ETF | $805,138 | 0.1% | -3% | — |
| 106 | — | ISHARES RUSSELL MID-CAP GROWTH ETF | $803,697 | 0.1% | -18% | — |
| 107 |  $PG | PROCTER & GAMBLE Co | $792,687 | 0.1% | -3% | 72.9 |
| 108 |  $RPM | RPM INTERNATIONAL INC/DE/ | $784,266 | 0.1% | -3% | 57.3 |
| 109 | — | ISHARES GLOBAL INFRASTRUCTURE ETF | $781,220 | 0.1% | -3% | — |
| 110 | — | ISHARES ESG SELECT S&P MIDCAP ETF | $772,408 | 0.1% | -11% | — |
| 111 | — | ISHARES MSCI EAFE ETF | $770,524 | 0.1% | -3% | — |
| 112 |  $OI | O-I Glass, Inc. /DE/ | $745,422 | 0.1% | -20% | 38.4 |
| 113 |  $GD | GENERAL DYNAMICS CORP | $731,402 | 0.1% | +0% | 73 |
| 114 |  $APG | APi Group Corp | $730,211 | 0.1% | +0% | 61.3 |
| 115 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 116 | — | ISHARES ESG MSCI KLD 400 ETF | $717,566 | 0.1% | -1% | — |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $688,963 | 0.1% | -21% | — |
| 118 |  $PFE | PFIZER INC | $674,471 | 0.1% | -22% | 69 |
| 119 |  $CASY | CASEYS GENERAL STORES INC | $673,271 | 0.1% | +0% | 59.9 |
| 120 |  $ABT | ABBOTT LABORATORIES | $670,435 | 0.1% | +7% | 67 |
| 121 |  $FAST | FASTENAL CO | $666,490 | 0.1% | -7% | 73.5 |
| 122 | $WT | WisdomTree, Inc. | $663,052 | 0.1% | -17% | 62.9 |
| 123 |  $NVS | NOVARTIS AG | $659,880 | 0.1% | -2% | — |
| 124 | — | SCHWAB U.S. LARGE-CAP ETF | $649,871 | 0.1% | -4% | — |
| 125 |  $PLTR | Palantir Technologies Inc. | $641,730 | 0.1% | +2% | 85.8 |
| 126 | — | VANGUARD GROWTH ETF | $632,294 | 0.1% | NEW | — |
| 127 |  $IR | Ingersoll Rand Inc. | $628,141 | 0.1% | +0% | 55.4 |
| 128 |  $XEL | XCEL ENERGY INC | $595,800 | 0.1% | -1% | — |
| 129 |  $LNT | ALLIANT ENERGY CORP | $576,161 | 0.1% | -5% | 56.7 |
| 130 | — | ISHARES CORE MSCI EAFE ETF | $549,904 | 0.1% | -14% | — |
| 131 |  $AMD | ADVANCED MICRO DEVICES INC | $523,629 | 0.1% | -36% | 78.8 |
| 132 |  $IBIT | iShares Bitcoin Trust ETF | $522,973 | 0.1% | +1% | — |
| 133 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $521,461 | 0.1% | -14% | — |
| 134 |  $HLT | Hilton Worldwide Holdings Inc. | $508,726 | 0.1% | -0% | 73.1 |
| 135 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $494,654 | 0.1% | -7% | — |
| 136 |  $WEC | WEC ENERGY GROUP, INC. | $490,981 | 0.1% | -5% | 67 |
| 137 |  $AXON | AXON ENTERPRISE, INC. | $480,749 | 0.1% | -11% | 55.6 |
| 138 |  $AMAT | APPLIED MATERIALS INC /DE | $480,557 | 0.1% | -8% | 74.8 |
| 139 | — | ISHARES MBS ETF | $473,611 | 0.1% | -3% | — |
| 140 | — | VANGUARD FTSE EMERGING MARKETS ETF | $469,764 | 0.1% | -6% | — |
| 141 | — | ISHARES CORE S&P U.S. GROWTH ETF | $459,591 | 0.1% | -20% | — |
| 142 |  $MCS | MARCUS CORP | $451,142 | 0.1% | -25% | 35.1 |
| 143 | — | VANGUARD MEGA CAP GROWTH ETF | $449,379 | 0.1% | +2% | — |
| 144 | — | VANGUARD SMALL-CAP ETF | $446,836 | 0.1% | +57% | — |
| 145 | — | SCHWAB U.S. LARGE-CAP VALUE ETF | $446,784 | 0.1% | -13% | — |
| 146 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $438,194 | 0.1% | +0% | — |
| 147 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $437,881 | 0.1% | -8% | — |
| 148 |  $WDC | WESTERN DIGITAL CORP | $432,106 | 0.1% | +0% | 76.8 |
| 149 | — | ISHARES S&P 500 GROWTH ETF | $431,854 | 0.1% | -28% | — |
| 150 |  $ADSK | Autodesk, Inc. | $422,062 | 0.1% | +26% | 76.4 |
| 151 |  $ATI | ATI INC | $417,470 | 0.1% | -15% | 64.5 |
| 152 |  $USB | US BANCORP DE | $414,615 | 0.1% | +1% | 71.4 |
| 153 |  $BA | BOEING CO | $401,489 | 0.1% | -5% | 51.8 |
| 154 |  $ACN | Accenture plc | $385,476 | 0.1% | -14% | — |
| 155 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $379,354 | 0.1% | NEW | — |
| 156 |  $SLV | iShares Silver Trust | $374,089 | 0.1% | -22% | — |
| 157 |  $T | AT&T INC. | $367,352 | 0.1% | -18% | 71.9 |
| 158 | $IVZ | Invesco Ltd. | $364,796 | 0.1% | +0% | — |
| 159 |  $NOW | ServiceNow, Inc. | $363,520 | 0.1% | +3% | 76 |
| 160 |  $ULTA | Ulta Beauty, Inc. | $360,670 | 0.0% | +26% | 66.6 |
| 161 | — | ISHARES MSCI EMERGING MARKETS ETF | $360,049 | 0.0% | -31% | — |
| 162 | — | ISHARES CORE S&P SMALL CAP ETF | $359,629 | 0.0% | -22% | — |
| 163 |  $WDFC | WD 40 CO | $356,283 | 0.0% | -1% | 54.1 |
| 164 |  $TTE | TotalEnergies SE | $355,550 | 0.0% | -2% | — |
| 165 |  $MGEE | MGE ENERGY INC | $349,862 | 0.0% | +0% | — |
| 166 |  $GSK | GSK plc | $348,194 | 0.0% | +0% | — |
| 167 |  $WM | WASTE MANAGEMENT INC | $342,157 | 0.0% | +47% | 70.7 |
| 168 |  $IDXX | IDEXX LABORATORIES INC /DE | $333,201 | 0.0% | +39% | 73.6 |
| 169 | — | VANGUARD FTSE ALL-WORLD EX-US ETF | $328,815 | 0.0% | +2% | — |
| 170 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $326,028 | 0.0% | +3% | — |
| 171 |  $PANW | Palo Alto Networks Inc | $325,931 | 0.0% | NEW | 66.5 |
| 172 |  $SCHW | SCHWAB CHARLES CORP | $310,350 | 0.0% | +5% | 77.2 |
| 173 |  $HSY | HERSHEY CO | $305,390 | 0.0% | +0% | 59.4 |
| 174 |  $GE | GENERAL ELECTRIC CO | $302,459 | 0.0% | +0% | 74.8 |
| 175 |  $PGR | PROGRESSIVE CORP/OH/ | $301,523 | 0.0% | -10% | 83.6 |
| 176 | — | T. ROWE PRICE EQUITY INCOME ETF | $299,857 | 0.0% | +17% | — |
| 177 |  $PWR | QUANTA SERVICES, INC. | $293,726 | 0.0% | -1% | 62.6 |
| 178 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $293,458 | 0.0% | -6% | 58 |
| 179 |  $CL | COLGATE PALMOLIVE CO | $290,634 | 0.0% | +0% | 72.4 |
| 180 |  $PM | Philip Morris International Inc. | $288,402 | 0.0% | +0% | 80.5 |
| 181 |  $CPRT | COPART INC | $283,794 | 0.0% | +0% | 74.9 |
| 182 |  $RRC | RANGE RESOURCES CORP | $280,116 | 0.0% | -3% | 82.8 |
| 183 |  $GNRC | GENERAC HOLDINGS INC. | $279,517 | 0.0% | -4% | 58.2 |
| 184 |  $CTAS | CINTAS CORP | $275,867 | 0.0% | +1% | 76.3 |
| 185 |  $TDG | TransDigm Group INC | $273,515 | 0.0% | -3% | 75.4 |
| 186 | — | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $272,982 | 0.0% | -23% | — |
| 187 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $272,669 | 0.0% | -1% | 66.5 |
| 188 |  $DHR | DANAHER CORP /DE/ | $272,076 | 0.0% | +0% | 63.9 |
| 189 | — | ISHARES RUSSELL 2000 ETF | $270,320 | 0.0% | NEW | — |
| 190 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $267,589 | 0.0% | -12% | 74.4 |
| 191 |  $KEYS | Keysight Technologies, Inc. | $266,840 | 0.0% | NEW | 72.3 |
| 192 |  $DE | DEERE & CO | $264,223 | 0.0% | -20% | 57.4 |
| 193 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $262,484 | 0.0% | -4% | 63.7 |
| 194 |  $RMBS | RAMBUS INC | $259,811 | 0.0% | -12% | 75.2 |
| 195 |  $UNP | UNION PACIFIC CORP | $253,425 | 0.0% | -1% | 74 |
| 196 |  $GEV | GE Vernova Inc. | $253,141 | 0.0% | NEW | 70.1 |
| 197 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $252,445 | 0.0% | +0% | — |
| 198 |  $NET | Cloudflare, Inc. | $251,322 | 0.0% | +0% | 52.6 |
| 199 |  $RRX | REGAL REXNORD CORP | $246,434 | 0.0% | NEW | 53.8 |
| 200 | $WT | WisdomTree, Inc. | $245,799 | 0.0% | +0% | 62.9 |
| 201 | — | ISHARES S&P 500 VALUE ETF | $244,723 | 0.0% | -39% | — |
| 202 |  $CI | Cigna Group | $244,610 | 0.0% | +0% | 66.8 |
| 203 |  $HEI.A | HEICO CORP | $242,331 | 0.0% | +10% | 79.2 |
| 204 |  $VZ | VERIZON COMMUNICATIONS INC | $241,798 | 0.0% | -59% | 71.6 |
| 205 |  $PFH | PRUDENTIAL FINANCIAL INC | $238,364 | 0.0% | -3% | 58.6 |
| 206 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $236,638 | 0.0% | -16% | — |
| 207 | — | ISHARES MSCI EAFE VALUE ETF | $235,541 | 0.0% | +0% | — |
| 208 | — | VANGUARD LARGE-CAP ETF | $235,494 | 0.0% | +0% | — |
| 209 | — | VANGUARD INTERMEDIATE-TERM BOND ETF | $234,456 | 0.0% | -1% | — |
| 210 |  $HON | HONEYWELL INTERNATIONAL INC | $233,490 | 0.0% | NEW | 65.7 |
| 211 | — | ISHARES RUSSELL MID-CAP VALUE ETF | $233,475 | 0.0% | +0% | — |
| 212 |  $TRV | TRAVELERS COMPANIES, INC. | $233,344 | 0.0% | +0% | 71.5 |
| 213 |  $APA | APA Corp | $231,595 | 0.0% | NEW | — |
| 214 |  $RTX | RTX Corp | $226,201 | 0.0% | NEW | 70 |
| 215 |  $INTC | INTEL CORP | $223,216 | 0.0% | NEW | 41.5 |
| 216 |  $GPC | GENUINE PARTS CO | $217,316 | 0.0% | -2% | 54.2 |
| 217 | — | ISHARES RUSSELL 2000 GROWTH ETF | $216,215 | 0.0% | -23% | — |
| 218 |  $TT | Trane Technologies plc | $215,871 | 0.0% | -1% | — |
| 219 | — | ISHARES RUSSELL 1000 VALUE ETF | $213,670 | 0.0% | -91% | — |
| 220 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $213,292 | 0.0% | NEW | 70.9 |
| 221 |  $SHEL | Shell plc | $211,017 | 0.0% | NEW | — |
| 222 | — | VANGUARD REAL ESTATE ETF | $210,485 | 0.0% | NEW | — |
| 223 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $209,698 | 0.0% | +0% | — |
| 224 |  $COP | CONOCOPHILLIPS | $209,092 | 0.0% | NEW | 74.8 |
| 225 |  $ETN | Eaton Corp plc | $208,522 | 0.0% | -14% | — |
| 226 |  $NXPI | NXP Semiconductors N.V. | $207,884 | 0.0% | +1% | — |
| 227 |  $OSK | OSHKOSH CORP | $206,543 | 0.0% | NEW | 53 |
| 228 |  $VRSK | Verisk Analytics, Inc. | $204,171 | 0.0% | +0% | 77.3 |
| 229 | — | ISHARES RUSSELL 1000 ETF | $200,387 | 0.0% | +0% | — |
| 230 |  $ICE | Intercontinental Exchange, Inc. | $200,217 | 0.0% | +0% | 73.8 |
| 231 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $174,980 | 0.0% | +0% | 62 |
| 232 |  $RIVN | Rivian Automotive, Inc. / DE | $161,697 | 0.0% | NEW | 36 |
| 233 |  $AGNC | AGNC Investment Corp. | $135,385 | 0.0% | +0% | — |
| 234 |  $OBDC | Blue Owl Capital Corp | $124,425 | 0.0% | -6% | — |
| 235 |  $URG | UR-ENERGY INC | $101,763 | 0.0% | -24% | 24.1 |
| 236 | $GOOGLPUT | Alphabet Inc. | $86,058 | — | -89% | 80.2 |
| 237 | $TSLACALL | Tesla, Inc. | $74,350 | — | -50% | 50.1 |
| 238 | — | ISHARES MSCI EMERGING MARKETS ETF | $28,395 | — | NEW | — |
| 239 | $IBITCALL | iShares Bitcoin Trust ETF | $3,842 | — | NEW | — |
New Positions (20)
COHEN & STEERS SHORT DURATION PREFERRED AND INCOME ACTIVE ETF$14.3M
VANGUARD GROWTH ETF$632,294
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$379,354
$PANW Palo Alto Networks Inc$325,931 ISHARES RUSSELL 2000 ETF$270,320
$KEYS Keysight Technologies, Inc.$266,840$GEV GE Vernova Inc.$253,141$RRX REGAL REXNORD CORP$246,434$HON HONEYWELL INTERNATIONAL INC$233,490$APA APA Corp$231,595$RTX RTX Corp$226,201$INTC INTEL CORP$223,216$PNC PNC FINANCIAL SERVICES GROUP, INC.$213,292$SHEL Shell plc$211,017 VANGUARD REAL ESTATE ETF$210,485
Exited Positions (20)
GLOBAL X CYBERSECURITY ETF
$CSGP COSTAR GROUP, INC.
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$CRM Salesforce, Inc.
$SE Sea Ltd
$FICO FAIR ISAAC CORP ISHARES CORE DIVIDEND GROWTH ETF
$GBTC Grayscale Bitcoin Trust ETF
$AXP AMERICAN EXPRESS CO
$ET Energy Transfer LP
$ZTS Zoetis Inc.
$CRWD CrowdStrike Holdings, Inc.
$ZBH ZIMMER BIOMET HOLDINGS, INC.
$SPGI S&P Global Inc.
$TXRH Texas Roadhouse, Inc.Browse Top Institutional Investors
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