Fort Point Capital Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1589282
Institutional-grade research for retail investors
13F Reported Value
ⓘ$825.1M
incl. option notional
Equity Holdings
ⓘ$762.5M
Option Notional
ⓘ$62.6M
$33.5M puts / $29.1M calls
Holdings
225
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Fort Point Capital Partners LLC disclosed 225 positions worth $825.1M in its Form 13F-HR for Q1 2026 — $762.5M in common stock plus $62.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) at 8.5% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 13. The portfolio is most concentrated in Other (74.9% of disclosed assets). All figures are sourced directly from Fort Point Capital Partners LLC’s Form 13F-HR filing with the SEC under CIK 1589282.
AI Fund Analysis
Stable
$SPY8.5% weight
Held 9 quarters
ISHARES TR
6.2% weight
Held 9 quarters
VANGUARD INDEX FDS
6.2% weight
Held 9 quarters
ISHARES TR
5.0% weight
Held 9 quarters
VANGUARD MUN BD FDS
4.9% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
SPDR INDEX SHS FDS
4 quarters accumulating
$T4 quarters accumulating
ISHARES TR
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer StaplesIndustrialsConsumer Discretionary
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.
$SPYPUT$26M notional
$SPYCALL$23M notional
$QQQPUT$6M notional
$QQQCALL$6M notional
ISHARES TRPUT$1M notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$64.8M99,378 sh ISHARES TR
—Quality
$47.5M478,375 shVANGUARD INDEX FDS
—Quality
$46.9M78,512 shISHARES TR
—Quality
$38.5M424,843 shVANGUARD MUN BD FDS
—Quality
$37.5M751,234 shISHARES TR
—Quality
$34.7M326,937 shSPDR SERIES TRUST
—Quality
$26.2M285,733 sh- —
Quality
$25.9M39,900 sh - —
Quality
$22.7M34,900 sh VANGUARD TAX-MANAGED FDS
—Quality
$21.5M336,262 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $64.8M | 99,378 |
| ISHARES TR | — | $47.5M | 478,375 |
| VANGUARD INDEX FDS | — | $46.9M | 78,512 |
| ISHARES TR | — | $38.5M | 424,843 |
| VANGUARD MUN BD FDS | — | $37.5M | 751,234 |
| ISHARES TR | — | $34.7M | 326,937 |
| SPDR SERIES TRUST | — | $26.2M | 285,733 |
| SPDR S&P 500 ETF TRUST$SPYPUT | — | $25.9M | 39,900 |
| SPDR S&P 500 ETF TRUST$SPYCALL | — | $22.7M | 34,900 |
| VANGUARD TAX-MANAGED FDS | — | $21.5M | 336,262 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fort Point Capital Partners LLC's 225 positions.
Showing top 10 of 225 holdings.
Sector Allocation
Other
$571.3M
Technology
$68.4M
Financials
$44.0M
Consumer Staples
$25.2M
Industrials
$15.0M
Consumer Discretionary
$13.8M
Communication Services
$8.7M
Healthcare
$7.7M
Full Holdings — Fort Point Capital Partners LLC (Q1 2026)
All 225 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 | $SPY | SPDR S&P 500 ETF TRUST | $64.8M | 8.5% | -2% | — |
| 2 | — | ISHARES TR | $47.5M | 6.2% | +4% | — |
| 3 | — | VANGUARD INDEX FDS | $46.9M | 6.2% | -12% | — |
| 4 | — | ISHARES TR | $38.5M | 5.0% | -2% | — |
| 5 | — | VANGUARD MUN BD FDS | $37.5M | 4.9% | -27% | — |
| 6 | — | ISHARES TR | $34.7M | 4.5% | +33% | — |
| 7 | — | SPDR SERIES TRUST | $26.2M | 3.4% | +13% | — |
| 8 | $SPYPUT | SPDR S&P 500 ETF TRUST | $25.9M | — | +3% | — |
| 9 | $SPYCALL | SPDR S&P 500 ETF TRUST | $22.7M | — | +3% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $21.5M | 2.8% | -10% | — |
| 11 |  $FRPT | Freshpet, Inc. | $20.5M | 2.7% | +0% | 65.1 |
| 12 | — | ISHARES TR | $19.9M | 2.6% | +20% | — |
| 13 | — | SCHWAB STRATEGIC TR | $17.9M | 2.4% | -8% | — |
| 14 |  $AAPL | Apple Inc. | $17.4M | 2.3% | +41% | 76.1 |
| 15 | — | ISHARES TR | $16.8M | 2.2% | -4% | — |
| 16 | — | SPDR INDEX SHS FDS | $15.4M | 2.0% | -3% | — |
| 17 | — | SCHWAB STRATEGIC TR | $15.3M | 2.0% | -1% | — |
| 18 | — | VANGUARD INTL EQUITY INDEX F | $10.3M | 1.4% | -2% | — |
| 19 | — | SPDR INDEX SHS FDS | $10.1M | 1.3% | +10% | — |
| 20 | — | VANGUARD INDEX FDS | $9.7M | 1.3% | -10% | — |
| 21 | — | SCHWAB STRATEGIC TR | $9.6M | 1.3% | -3% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $9.4M | 1.2% | -2% | — |
| 23 | — | ISHARES TR | $8.1M | 1.1% | -5% | — |
| 24 |  $GOOGL | Alphabet Inc. | $8.1M | 1.1% | +1% | 80.2 |
| 25 |  $MSFT | MICROSOFT CORP | $8.0M | 1.0% | +20% | 83.7 |
| 26 | — | ISHARES INC | $7.0M | 0.9% | -3% | — |
| 27 | $T | AT&T INC. | $6.6M | 0.9% | +3% | 71.9 |
| 28 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.5M | 0.8% | +0% | 64.5 |
| 29 |  $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $6.4M | — | +0% | — |
| 30 | $QQQCALL | INVESCO QQQ TRUST, SERIES 1 | $6.4M | — | +0% | — |
| 31 | — | VICTORY PORTFOLIOS II | $6.4M | 0.8% | +115% | — |
| 32 | — | ISHARES TR | $6.3M | 0.8% | -4% | — |
| 33 | — | VANGUARD INSTL INDEX FD | $6.2M | 0.8% | -32% | — |
| 34 |  $AMZN | AMAZON COM INC | $6.2M | 0.8% | +6% | 74.6 |
| 35 |  $CLSK | CLEANSPARK, INC. | $6.0M | 0.8% | -36% | 40.6 |
| 36 |  $GRND | Grindr Inc. | $6.0M | 0.8% | +121% | 72.8 |
| 37 |  $GOOG | Alphabet Inc. | $6.0M | 0.8% | +7% | 80.2 |
| 38 | — | VANGUARD INDEX FDS | $5.3M | 0.7% | +1% | — |
| 39 | — | VANGUARD INDEX FDS | $4.1M | 0.5% | -1% | — |
| 40 |  $NVDA | NVIDIA CORP | $4.0M | 0.5% | +9% | 90.2 |
| 41 | — | SCHWAB STRATEGIC TR | $3.9M | 0.5% | +50% | — |
| 42 | — | ISHARES TR | $3.8M | 0.5% | -7% | — |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 0.5% | +2% | 64.5 |
| 44 | — | SCHWAB STRATEGIC TR | $3.5M | 0.5% | -0% | — |
| 45 | — | ISHARES TR | $3.4M | 0.5% | +13% | — |
| 46 | — | VANGUARD INDEX FDS | $3.4M | 0.4% | +1% | — |
| 47 |  $AVGO | Broadcom Inc. | $3.1M | 0.4% | -81% | 86.4 |
| 48 |  $CVX | CHEVRON CORP | $3.1M | 0.4% | +44% | 54.7 |
| 49 |  $PEP | PEPSICO INC | $3.0M | 0.4% | -14% | 62.7 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.4% | +11% | 35.6 |
| 51 | — | VANGUARD SCOTTSDALE FDS | $2.9M | 0.4% | -16% | — |
| 52 |  $LRCX | LAM RESEARCH CORP | $2.8M | 0.4% | -1% | 82.4 |
| 53 |  $CAT | CATERPILLAR INC | $2.7M | 0.4% | -1% | 67.8 |
| 54 | — | VANGUARD CALIF TAX FREE FDS | $2.5M | 0.3% | +3% | — |
| 55 |  $KLAC | KLA CORP | $2.5M | 0.3% | +0% | 84.4 |
| 56 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.3% | +0% | — |
| 57 | — | ISHARES TR | $2.4M | 0.3% | +4% | — |
| 58 |  $DOV | DOVER Corp | $2.4M | 0.3% | -3% | 63.1 |
| 59 | — | ISHARES TR | $2.3M | 0.3% | -1% | — |
| 60 | — | GMO ETF TRUST | $2.3M | 0.3% | NEW | — |
| 61 | — | ISHARES TR | $2.2M | 0.3% | +10% | — |
| 62 | — | VANGUARD BD INDEX FDS | $2.2M | 0.3% | -39% | — |
| 63 |  $AXP | AMERICAN EXPRESS CO | $2.1M | 0.3% | +2% | 73.2 |
| 64 |  $GEN | Gen Digital Inc. | $2.0M | 0.3% | +1% | 67.7 |
| 65 | — | ISHARES TR | $2.0M | 0.3% | +0% | — |
| 66 | — | ISHARES INC | $2.0M | 0.3% | -1% | — |
| 67 |  $VEEV | VEEVA SYSTEMS INC | $1.9M | 0.3% | +0% | 77.8 |
| 68 |  $PHYS | Sprott Physical Gold Trust | $1.8M | 0.2% | +0% | — |
| 69 |  $HD | HOME DEPOT, INC. | $1.7M | 0.2% | +11% | 69.2 |
| 70 |  $IVZ | Invesco Ltd. | $1.7M | 0.2% | -54% | — |
| 71 |  $WMT | Walmart Inc. | $1.7M | 0.2% | +104% | 63.2 |
| 72 |  $TSLA | Tesla, Inc. | $1.6M | 0.2% | +5% | 50.1 |
| 73 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.2% | -6% | — |
| 74 |  $CBOE | Cboe Global Markets, Inc. | $1.6M | 0.2% | -21% | 81.2 |
| 75 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.2% | +21% | — |
| 76 | — | VANGUARD SCOTTSDALE FDS | $1.6M | 0.2% | -1% | — |
| 77 | — | ISHARES TR | $1.6M | 0.2% | -1% | — |
| 78 |  $MS | MORGAN STANLEY | $1.5M | 0.2% | +16% | — |
| 79 |  $ABBV | AbbVie Inc. | $1.5M | 0.2% | +20% | 59.3 |
| 80 |  $BLDR | Builders FirstSource, Inc. | $1.3M | 0.2% | +429% | 48.4 |
| 81 | — | SPDR SERIES TRUST | $1.3M | 0.2% | +2% | — |
| 82 |  $IBIT | iShares Bitcoin Trust ETF | $1.3M | 0.2% | -3% | — |
| 83 | — | SPDR SERIES TRUST | $1.3M | 0.2% | +1% | — |
| 84 | — | SELECT SECTOR SPDR TR | $1.3M | 0.2% | -17% | — |
| 85 | — | SCHWAB STRATEGIC TR | $1.2M | 0.2% | +0% | — |
| 86 |  $DJP | BARCLAYS BANK PLC | $1.2M | 0.2% | NEW | — |
| 87 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.2M | 0.2% | +2% | 71 |
| 88 | — | ISHARES TR | $1.2M | 0.2% | +0% | — |
| 89 | — | ISHARES TR | $1.2M | — | +0% | — |
| 90 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | +39% | 67.2 |
| 91 | — | ISHARES TR | $1.1M | 0.1% | -1% | — |
| 92 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | +8% | 67 |
| 94 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.1% | -29% | — |
| 95 |  $GLD | SPDR GOLD TRUST | $1.0M | 0.1% | -9% | — |
| 96 | — | ISHARES TR | $989,072 | 0.1% | -0% | — |
| 97 | — | FLEXSHARES TR | $980,484 | 0.1% | +0% | — |
| 98 | — | VANECK ETF TRUST | $947,381 | 0.1% | -0% | — |
| 99 | — | PIMCO ETF TR | $945,870 | 0.1% | -0% | — |
| 100 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $925,117 | 0.1% | +2% | 60.5 |
| 101 |  $TJX | TJX COMPANIES INC /DE/ | $921,661 | 0.1% | +39% | 70.7 |
| 102 |  $NRG | NRG ENERGY, INC. | $906,360 | 0.1% | +0% | 59.5 |
| 103 |  $AMGN | AMGEN INC | $898,625 | 0.1% | +2% | 79.5 |
| 104 | — | GLOBAL X FDS | $890,977 | 0.1% | +0% | — |
| 105 | — | VANGUARD INDEX FDS | $867,377 | 0.1% | +9% | — |
| 106 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $853,397 | 0.1% | +4% | 69.5 |
| 107 |  $MRK | Merck & Co., Inc. | $836,777 | 0.1% | +1% | 70.9 |
| 108 |  $ALL | ALLSTATE CORP | $831,521 | 0.1% | +3% | 76.6 |
| 109 |  $AMP | AMERIPRISE FINANCIAL INC | $828,397 | 0.1% | -4% | 70.2 |
| 110 | — | SPDR SERIES TRUST | $828,252 | 0.1% | +0% | — |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $823,120 | 0.1% | -9% | 66.7 |
| 112 |  $VENU | Venu Holding Corp | $811,291 | 0.1% | +0% | 11.2 |
| 113 | — | FIDELITY COVINGTON TRUST | $805,336 | 0.1% | -1% | — |
| 114 |  $WFC | WELLS FARGO & COMPANY/MN | $795,165 | 0.1% | +74% | — |
| 115 |  $XOM | EXXON MOBIL CORP | $787,673 | 0.1% | +12% | 61.8 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $774,503 | 0.1% | +5% | 72.3 |
| 117 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $762,091 | 0.1% | +3% | 66.5 |
| 118 |  $JNJ | JOHNSON & JOHNSON | $749,040 | 0.1% | +35% | 72.8 |
| 119 |  $META | Meta Platforms, Inc. | $742,641 | 0.1% | +82% | 80.9 |
| 120 | — | GLOBAL X FDS | $736,847 | 0.1% | -0% | — |
| 121 | — | VANECK ETF TRUST | $735,855 | 0.1% | +0% | — |
| 122 |  $BP | BP PLC | $698,279 | 0.1% | +40% | — |
| 123 | — | EXCHANGE TRADED CONCEPTS TRU | $675,787 | 0.1% | +0% | — |
| 124 |  $OTF | Blue Owl Technology Finance Corp. | $669,690 | 0.1% | +130% | — |
| 125 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $663,998 | 0.1% | +0% | — |
| 126 |  $GE | GENERAL ELECTRIC CO | $656,564 | 0.1% | +3% | 74.8 |
| 127 |  $RTX | RTX Corp | $640,428 | 0.1% | +8% | 70 |
| 128 | — | ISHARES TR | $628,893 | 0.1% | +0% | — |
| 129 |  $V | VISA INC. | $601,532 | 0.1% | +12% | 83.5 |
| 130 |  $HON | HONEYWELL INTERNATIONAL INC | $597,397 | 0.1% | +4% | 65.7 |
| 131 |  $BAC | BANK OF AMERICA CORP /DE/ | $594,734 | 0.1% | +7% | 68.4 |
| 132 |  $ABT | ABBOTT LABORATORIES | $590,709 | 0.1% | +2% | 67 |
| 133 |  $GEV | GE Vernova Inc. | $588,662 | 0.1% | +3% | 70.1 |
| 134 |  $PG | PROCTER & GAMBLE Co | $587,170 | 0.1% | +66% | 72.9 |
| 135 |  $UNH | UNITEDHEALTH GROUP INC | $583,663 | 0.1% | +2% | 66.8 |
| 136 | $GS | GOLDMAN SACHS GROUP INC | $582,887 | 0.1% | +8% | — |
| 137 |  $APO | Apollo Global Management, Inc. | $563,340 | 0.1% | NEW | 55.7 |
| 138 |  $OWL | BLUE OWL CAPITAL INC. | $547,800 | 0.1% | NEW | 59.4 |
| 139 | — | ISHARES TR | $541,972 | 0.1% | +10% | — |
| 140 | — | VANGUARD INTL EQUITY INDEX F | $541,471 | 0.1% | +0% | — |
| 141 | — | AMERICAN CENTY ETF TR | $529,855 | 0.1% | +0% | — |
| 142 |  $DE | DEERE & CO | $528,765 | 0.1% | +97% | 57.4 |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $515,340 | 0.1% | +4% | 71.6 |
| 144 |  $MO | ALTRIA GROUP, INC. | $509,982 | 0.1% | +3% | 72.1 |
| 145 | — | ISHARES TR | $502,661 | 0.1% | +10% | — |
| 146 |  $MSTR | Strategy Inc | $473,616 | 0.1% | +1% | 25.4 |
| 147 |  $FDX | FEDEX CORP | $466,656 | 0.1% | -22% | 60.3 |
| 148 |  $GILD | GILEAD SCIENCES, INC. | $462,732 | 0.1% | +3% | 77.8 |
| 149 |  $NFLX | NETFLIX INC | $440,944 | 0.1% | +4% | 86.7 |
| 150 | — | FLEXSHARES TR | $437,912 | 0.1% | -7% | — |
| 151 |  $HOOD | Robinhood Markets, Inc. | $437,699 | 0.1% | -23% | 75.8 |
| 152 | — | ISHARES TR | $431,881 | 0.1% | +0% | — |
| 153 |  $VCTR | Victory Capital Holdings, Inc. | $430,596 | 0.1% | +0% | 75.5 |
| 154 |  $STRL | STERLING INFRASTRUCTURE, INC. | $407,270 | 0.1% | +0% | 73.3 |
| 155 |  $SNA | Snap-on Inc | $402,448 | 0.1% | +11% | 69.3 |
| 156 |  $BMY | BRISTOL MYERS SQUIBB CO | $400,414 | 0.1% | +3% | 70.1 |
| 157 | — | ISHARES TR | $398,476 | 0.1% | -1% | — |
| 158 | — | ISHARES TR | $397,243 | 0.1% | -75% | — |
| 159 | — | ISHARES TR | $393,148 | 0.1% | +0% | — |
| 160 | — | SCHWAB STRATEGIC TR | $383,253 | 0.1% | +0% | — |
| 161 |  $GBTC | Grayscale Bitcoin Trust ETF | $377,551 | 0.1% | -7% | — |
| 162 |  $MMM | 3M CO | $377,162 | 0.1% | +3% | 60.7 |
| 163 |  $ROK | ROCKWELL AUTOMATION, INC | $375,747 | 0.1% | +11% | 68.2 |
| 164 |  $VLGEA | VILLAGE SUPER MARKET INC | $375,467 | 0.1% | +0% | 53.9 |
| 165 |  $ADBE | ADOBE INC. | $374,586 | 0.1% | +11% | 80.4 |
| 166 |  $CRWD | CrowdStrike Holdings, Inc. | $373,622 | 0.1% | -34% | 55 |
| 167 |  $MU | MICRON TECHNOLOGY INC | $370,876 | 0.1% | +9% | 88.4 |
| 168 |  $CLS | CELESTICA INC | $365,057 | 0.1% | -14% | 69 |
| 169 | — | ISHARES TR | $361,548 | 0.1% | +0% | — |
| 170 | — | ALPS ETF TR | $357,554 | 0.1% | -2% | — |
| 171 |  $IRM | IRON MOUNTAIN INC | $356,420 | 0.1% | NEW | 50.7 |
| 172 |  $KMB | KIMBERLY CLARK CORP | $339,109 | 0.0% | -0% | 61.7 |
| 173 |  $LMT | LOCKHEED MARTIN CORP | $337,854 | 0.0% | +3% | 65 |
| 174 | — | VANGUARD SPECIALIZED FUNDS | $336,569 | 0.0% | +0% | — |
| 175 |  $LLY | ELI LILLY & Co | $333,809 | 0.0% | -0% | 89.3 |
| 176 |  $BXP | BXP, Inc. | $330,752 | 0.0% | NEW | 50.9 |
| 177 |  $SHOP | SHOPIFY INC. | $330,357 | 0.0% | +0% | — |
| 178 | — | ISHARES TR | $326,661 | 0.0% | +0% | — |
| 179 | — | VANGUARD MUN BD FDS | $326,112 | 0.0% | -65% | — |
| 180 | — | ISHARES TR | $325,554 | 0.0% | -30% | — |
| 181 |  $SCHW | SCHWAB CHARLES CORP | $317,728 | 0.0% | -8% | 77.2 |
| 182 |  $QCOM | QUALCOMM INC/DE | $317,185 | 0.0% | +13% | 81.9 |
| 183 |  $AMT | AMERICAN TOWER CORP /MA/ | $307,538 | 0.0% | NEW | 69.8 |
| 184 |  $CRM | Salesforce, Inc. | $307,445 | 0.0% | +5% | 75.2 |
| 185 | $IVZ | Invesco Ltd. | $301,704 | 0.0% | -29% | — |
| 186 | — | ISHARES TR | $296,942 | 0.0% | +0% | — |
| 187 |  $HPE | Hewlett Packard Enterprise Co | $293,442 | 0.0% | +0% | 52.5 |
| 188 | — | VANGUARD WORLD FD | $292,345 | 0.0% | +0% | — |
| 189 | — | FIRST TR EXCHANGE TRADED FD | $284,705 | 0.0% | +0% | — |
| 190 | — | SPDR SERIES TRUST | $277,661 | 0.0% | +0% | — |
| 191 |  $LOW | LOWES COMPANIES INC | $269,123 | 0.0% | +8% | 63.5 |
| 192 |  $OBDC | Blue Owl Capital Corp | $268,262 | 0.0% | +0% | — |
| 193 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $264,798 | 0.0% | +5% | 76.6 |
| 194 | — | STATE STR SPDR DOW JONES IND | $264,121 | 0.0% | +0% | — |
| 195 |  $DIS | Walt Disney Co | $261,093 | 0.0% | +8% | 68.9 |
| 196 |  $ROST | ROSS STORES, INC. | $258,656 | 0.0% | NEW | 71.5 |
| 197 | — | ISHARES TR | $256,753 | 0.0% | +0% | — |
| 198 |  $ED | CONSOLIDATED EDISON INC | $256,240 | 0.0% | NEW | 71.6 |
| 199 |  $CALM | CAL-MAINE FOODS INC | $251,855 | 0.0% | +0% | 85.7 |
| 200 | — | ISHARES TR | $250,766 | 0.0% | -98% | — |
| 201 |  $CI | Cigna Group | $250,745 | 0.0% | +9% | 66.8 |
| 202 |  $INTC | INTEL CORP | $249,820 | 0.0% | +1% | 41.5 |
| 203 | $META | Meta Platforms, Inc. | $249,586 | 0.0% | +0% | 80.9 |
| 204 |  $STX | Seagate Technology Holdings plc | $244,528 | 0.0% | NEW | — |
| 205 |  $DHI | HORTON D R INC /DE/ | $243,977 | 0.0% | NEW | 54.6 |
| 206 | — | VANGUARD INDEX FDS | $243,292 | 0.0% | +0% | — |
| 207 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $241,166 | 0.0% | -21% | 66.3 |
| 208 |  $TRV | TRAVELERS COMPANIES, INC. | $238,369 | 0.0% | -36% | 71.5 |
| 209 | — | ISHARES TR | $237,673 | 0.0% | -31% | — |
| 210 |  $XPRO | EXPRO GROUP HOLDINGS N.V. | $235,296 | 0.0% | +0% | — |
| 211 | — | SCHWAB STRATEGIC TR | $230,331 | 0.0% | +0% | — |
| 212 |  $AMD | ADVANCED MICRO DEVICES INC | $229,266 | 0.0% | +14% | 78.8 |
| 213 |  $FLR | FLUOR CORP | $228,072 | 0.0% | +1% | 66.2 |
| 214 |  $NKE | NIKE, Inc. | $222,924 | 0.0% | +0% | 53.4 |
| 215 |  $PWR | QUANTA SERVICES, INC. | $222,902 | 0.0% | NEW | 62.6 |
| 216 | — | VANGUARD WORLD FD | $221,881 | 0.0% | -0% | — |
| 217 | — | ISHARES TR | $220,614 | 0.0% | +4% | — |
| 218 |  $ELV | Elevance Health, Inc. | $220,148 | 0.0% | +13% | 59.4 |
| 219 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $208,950 | 0.0% | +0% | 43.2 |
| 220 |  $UNP | UNION PACIFIC CORP | $207,455 | 0.0% | NEW | 74 |
| 221 | — | ISHARES INC | $205,592 | 0.0% | -77% | — |
| 222 |  $PFE | PFIZER INC | $201,641 | 0.0% | NEW | 69 |
| 223 |  $NAD | Nuveen Quality Municipal Income Fund | $169,713 | 0.0% | NEW | — |
| 224 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $97,467 | 0.0% | +0% | — |
| 225 |  $LEO | BNY MELLON STRATEGIC MUNICIPALS, INC. | $68,467 | 0.0% | +0% | — |
New Positions (15)
GMO ETF TRUST$2.3M
$DJP BARCLAYS BANK PLC$1.2M$APO Apollo Global Management, Inc.$563,340$OWL BLUE OWL CAPITAL INC.$547,800$IRM IRON MOUNTAIN INC$356,420$BXP BXP, Inc.$330,752$AMT AMERICAN TOWER CORP /MA/$307,538$ROST ROSS STORES, INC.$258,656$ED CONSOLIDATED EDISON INC$256,240$STX Seagate Technology Holdings plc$244,528$DHI HORTON D R INC /DE/$243,977$PWR QUANTA SERVICES, INC.$222,902$UNP UNION PACIFIC CORP$207,455$PFE PFIZER INC$201,641$NAD Nuveen Quality Municipal Income Fund$169,713Exited Positions (13)
SSGA ACTIVE ETF TR
INVESCO EXCH TRADED FD TR II
$RNA Avidity Biosciences, Inc.
$PRMB Primo Brands Corp BLACKROCK ETF TRUST II
$TTD Trade Desk, Inc. EXCHANGE LISTED FDS TR
$DHR DANAHER CORP /DE/
$SLB SLB LIMITED/NV
$CRDO Credo Technology Group Holding Ltd
$ZS Zscaler, Inc.
$NEE NEXTERA ENERGY INC
$BA BOEING COBrowse Top Institutional Investors
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