Fiduciary Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1645890
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.2B
incl. option notional
Equity Holdings
ⓘ$1.2B
Option Notional
ⓘ$96,243
$0 puts / $96,243 calls
Holdings
296
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Fiduciary Group LLC disclosed 296 positions worth $1.2B in its Form 13F-HR for Q1 2026 — $1.2B in common stock plus $96,243 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $GOOGL. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $HBAN. The portfolio is most concentrated in Other (35.7% of disclosed assets). All figures are sourced directly from Fiduciary Group LLC’s Form 13F-HR filing with the SEC under CIK 1645890.
AI Fund Analysis
StableVANGUARD INDEX FDS
5.2% weight
Held 9 quarters
$AAPL4.8% weight
Held 9 quarters
$GOOG4.0% weight
Held 9 quarters
ISHARES TR
3.8% weight
Held 8 quarters
$MSFT2.9% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
SELECT SECTOR SPDR TR
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
8 quarters accumulating
$WT8 quarters accumulating
VANGUARD WHITEHALL FDS
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
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.
VANGUARD INDEX FDSCALL$96K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$60.9M101,946 sh- 76.1#112
Quality
$56.0M220,637 sh - 80.2#45
Quality
$46.2M161,227 sh ISHARES TR
—Quality
$44.5M447,888 sh- 83.7
Quality
$33.4M90,095 sh ISHARES TR
—Quality
$27.9M337,819 shVANGUARD TAX-MANAGED FDS
—Quality
$26.7M417,202 sh- 35.6
Quality
$25.8M87,657 sh - 64.5
Quality
$25.5M53,317 sh ISHARES TR
—Quality
$24.9M473,633 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $60.9M | 101,946 |
| Apple Inc.$AAPL | 76.1#112 | $56.0M | 220,637 |
 Alphabet Inc.$GOOGL | 80.2#45 | $46.2M | 161,227 |
| ISHARES TR | — | $44.5M | 447,888 |
| MICROSOFT CORP$MSFT | 83.7 | $33.4M | 90,095 |
| ISHARES TR | — | $27.9M | 337,819 |
| VANGUARD TAX-MANAGED FDS | — | $26.7M | 417,202 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $25.8M | 87,657 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $25.5M | 53,317 |
| ISHARES TR | — | $24.9M | 473,633 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fiduciary Group LLC's 296 positions.
Showing top 10 of 296 holdings.
Sector Allocation
Other
$418.1M
Technology
$246.1M
Financials
$160.2M
Consumer Discretionary
$88.5M
Industrials
$72.2M
Healthcare
$72.1M
Consumer Staples
$32.4M
Communication Services
$23.6M
Full Holdings — Fiduciary Group LLC (Q1 2026)
All 296 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 | — | VANGUARD INDEX FDS | $60.9M | 5.2% | +6% | — |
| 2 | $AAPL | Apple Inc. | $56.0M | 4.8% | -0% | 76.1 |
| 3 | $GOOGL | Alphabet Inc. | $46.2M | 4.0% | -1% | 80.2 |
| 4 | — | ISHARES TR | $44.5M | 3.8% | +16% | — |
| 5 | $MSFT | MICROSOFT CORP | $33.4M | 2.9% | +0% | 83.7 |
| 6 | — | ISHARES TR | $27.9M | 2.4% | -2% | — |
| 7 | — | VANGUARD TAX-MANAGED FDS | $26.7M | 2.3% | +1% | — |
| 8 | $JPM | JPMORGAN CHASE & CO | $25.8M | 2.2% | -1% | 35.6 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $25.5M | 2.2% | -0% | 64.5 |
| 10 | — | ISHARES TR | $24.9M | 2.1% | +5% | — |
| 11 |  $WMT | Walmart Inc. | $22.5M | 1.9% | -2% | 63.2 |
| 12 |  $AMZN | AMAZON COM INC | $22.3M | 1.9% | +0% | 74.6 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $20.5M | 1.8% | -1% | 72.8 |
| 14 |  $MCO | MOODYS CORP /DE/ | $19.8M | 1.7% | +0% | 81.3 |
| 15 | — | PGIM ETF TR | $19.0M | 1.6% | +15% | — |
| 16 | $GOOG | Alphabet Inc. | $16.4M | 1.4% | -1% | 80.2 |
| 17 | — | SPDR SERIES TRUST | $16.2M | 1.4% | +11% | — |
| 18 |  $RTX | RTX Corp | $15.6M | 1.3% | -1% | 70 |
| 19 |  $NVDA | NVIDIA CORP | $15.0M | 1.3% | +1% | 90.2 |
| 20 | — | SELECT SECTOR SPDR TR | $13.8M | 1.2% | +1% | — |
| 21 |  $PANW | Palo Alto Networks Inc | $13.5M | 1.1% | +2% | 66.5 |
| 22 |  $V | VISA INC. | $13.2M | 1.1% | -0% | 83.5 |
| 23 |  $UNP | UNION PACIFIC CORP | $12.3M | 1.1% | -2% | 74 |
| 24 | — | PROFESIONALLY MANAGED PORTFO | $11.7M | 1.0% | -9% | — |
| 25 |  $HD | HOME DEPOT, INC. | $11.4M | 1.0% | -1% | 69.2 |
| 26 | — | VANGUARD INDEX FDS | $11.3M | 1.0% | -1% | — |
| 27 |  $AMGN | AMGEN INC | $11.0M | 0.9% | -1% | 79.5 |
| 28 | — | ISHARES TR | $10.4M | 0.9% | -3% | — |
| 29 |  $PEP | PEPSICO INC | $10.4M | 0.9% | -0% | 62.7 |
| 30 |  $ISRG | INTUITIVE SURGICAL INC | $10.3M | 0.9% | -1% | 81.4 |
| 31 |  $DIS | Walt Disney Co | $9.3M | 0.8% | -3% | 68.9 |
| 32 | — | SELECT SECTOR SPDR TR | $9.2M | 0.8% | +6% | — |
| 33 |  $META | Meta Platforms, Inc. | $9.2M | 0.8% | +1% | 80.9 |
| 34 |  $SO | SOUTHERN CO | $9.1M | 0.8% | -2% | 65.1 |
| 35 |  $XOM | EXXON MOBIL CORP | $8.9M | 0.8% | -0% | 61.8 |
| 36 | — | VANGUARD INTL EQUITY INDEX F | $8.9M | 0.8% | +2% | — |
| 37 | $WT | WisdomTree, Inc. | $8.9M | 0.8% | +4% | 62.9 |
| 38 |  $MA | Mastercard Inc | $8.7M | 0.7% | -1% | 81.7 |
| 39 |  $KO | COCA COLA CO | $8.4M | 0.7% | -1% | 74 |
| 40 | — | VANGUARD WHITEHALL FDS | $7.4M | 0.6% | +7% | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.2M | 0.6% | -1% | 67 |
| 42 |  $PG | PROCTER & GAMBLE Co | $7.0M | 0.6% | +2% | 72.9 |
| 43 |  $AON | Aon plc | $7.0M | 0.6% | +1% | — |
| 44 | — | ISHARES TR | $7.0M | 0.6% | -3% | — |
| 45 |  $HON | HONEYWELL INTERNATIONAL INC | $6.7M | 0.6% | +0% | 65.7 |
| 46 | — | ISHARES TR | $6.6M | 0.6% | +8% | — |
| 47 |  $ASML | ASML HOLDING NV | $6.5M | 0.6% | +1% | — |
| 48 |  $AXP | AMERICAN EXPRESS CO | $6.5M | 0.6% | -0% | 73.2 |
| 49 |  $LLY | ELI LILLY & Co | $6.5M | 0.6% | -1% | 89.3 |
| 50 | — | ISHARES TR | $6.2M | 0.5% | -0% | — |
| 51 |  $VZ | VERIZON COMMUNICATIONS INC | $6.2M | 0.5% | -1% | 71.6 |
| 52 |  $ORCL | ORACLE CORP | $6.1M | 0.5% | -6% | 67.2 |
| 53 | — | SPDR SERIES TRUST | $5.7M | 0.5% | +7% | — |
| 54 | — | VANGUARD WHITEHALL FDS | $5.6M | 0.5% | +5% | — |
| 55 | — | ISHARES TR | $5.5M | 0.5% | +0% | — |
| 56 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $5.5M | 0.5% | -2% | 65.9 |
| 57 | — | SELECT SECTOR SPDR TR | $5.4M | 0.5% | +2% | — |
| 58 |  $BX | Blackstone Inc. | $5.3M | 0.5% | +0% | 68 |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.3M | 0.5% | +1% | 68.4 |
| 60 |  $AZN | ASTRAZENECA PLC | $5.2M | 0.5% | -49% | — |
| 61 |  $ABBV | AbbVie Inc. | $5.1M | 0.4% | -0% | 59.3 |
| 62 |  $AMT | AMERICAN TOWER CORP /MA/ | $5.0M | 0.4% | -7% | 69.8 |
| 63 |  $EA | ELECTRONIC ARTS INC. | $5.0M | 0.4% | -16% | 71.1 |
| 64 |  $SBUX | STARBUCKS CORP | $4.8M | 0.4% | -7% | 54.6 |
| 65 | — | VANGUARD STAR FDS | $4.7M | 0.4% | -1% | — |
| 66 |  $APH | AMPHENOL CORP /DE/ | $4.5M | 0.4% | +6% | 80.5 |
| 67 | — | SELECT SECTOR SPDR TR | $4.5M | 0.4% | +7% | — |
| 68 | — | SELECT SECTOR SPDR TR | $4.4M | 0.4% | +3% | — |
| 69 | — | HARBOR ETF TRUST | $4.4M | 0.4% | +6% | — |
| 70 |  $SPG | SIMON PROPERTY GROUP INC. | $4.3M | 0.4% | -1% | 76.9 |
| 71 |  $DHR | DANAHER CORP /DE/ | $4.2M | 0.4% | -1% | 63.9 |
| 72 | — | SELECT SECTOR SPDR TR | $3.8M | 0.3% | -1% | — |
| 73 | — | VANGUARD INDEX FDS | $3.8M | 0.3% | +0% | — |
| 74 |  $SCHW | SCHWAB CHARLES CORP | $3.8M | 0.3% | -1% | 77.2 |
| 75 |  $T | AT&T INC. | $3.7M | 0.3% | -3% | 71.9 |
| 76 | — | VANGUARD SCOTTSDALE FDS | $3.7M | 0.3% | -2% | — |
| 77 | — | SELECT SECTOR SPDR TR | $3.6M | 0.3% | +3% | — |
| 78 |  $MKL | MARKEL GROUP INC. | $3.5M | 0.3% | +0% | 68.2 |
| 79 |  $CVX | CHEVRON CORP | $3.3M | 0.3% | -1% | 54.7 |
| 80 |  $EQIX | EQUINIX INC | $3.2M | 0.3% | -2% | 61.4 |
| 81 | — | ISHARES TR | $3.2M | 0.3% | -12% | — |
| 82 | — | SPDR SERIES TRUST | $3.2M | 0.3% | +11% | — |
| 83 |  $ETN | Eaton Corp plc | $3.0M | 0.3% | -0% | — |
| 84 |  $ITW | ILLINOIS TOOL WORKS INC | $3.0M | 0.3% | -0% | 71.2 |
| 85 |  $TXN | TEXAS INSTRUMENTS INC | $2.9M | 0.3% | -6% | 70.4 |
| 86 |  $PFE | PFIZER INC | $2.9M | 0.3% | -14% | 69 |
| 87 |  $MRK | Merck & Co., Inc. | $2.9M | 0.3% | +22% | 70.9 |
| 88 | — | SELECT SECTOR SPDR TR | $2.7M | 0.2% | +13% | — |
| 89 |  $BLK | BlackRock, Inc. | $2.7M | 0.2% | -1% | 70.3 |
| 90 | — | SELECT SECTOR SPDR TR | $2.6M | 0.2% | +8% | — |
| 91 | — | SELECT SECTOR SPDR TR | $2.6M | 0.2% | +5% | — |
| 92 |  $CMI | CUMMINS INC | $2.6M | 0.2% | -1% | 58.9 |
| 93 |  $IVZ | Invesco Ltd. | $2.5M | 0.2% | +3% | — |
| 94 |  $MCD | MCDONALDS CORP | $2.5M | 0.2% | -2% | 73.9 |
| 95 |  $AVGO | Broadcom Inc. | $2.5M | 0.2% | +7% | 86.4 |
| 96 |  $NOW | ServiceNow, Inc. | $2.5M | 0.2% | +147% | 76 |
| 97 |  $DPZ | DOMINOS PIZZA INC | $2.5M | 0.2% | +19% | 69.8 |
| 98 |  $NSC | NORFOLK SOUTHERN CORP | $2.4M | 0.2% | -1% | 70.8 |
| 99 |  $NFLX | NETFLIX INC | $2.4M | 0.2% | +475% | 86.7 |
| 100 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 0.2% | -1% | 70.7 |
| 101 | — | ISHARES INC | $2.4M | 0.2% | +2% | — |
| 102 | — | ISHARES TR | $2.4M | 0.2% | -1% | — |
| 103 |  $GD | GENERAL DYNAMICS CORP | $2.3M | 0.2% | +0% | 73 |
| 104 |  $DE | DEERE & CO | $2.2M | 0.2% | -1% | 57.4 |
| 105 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.2% | -1% | 66.7 |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.2% | +1% | 72.3 |
| 107 |  $LOW | LOWES COMPANIES INC | $2.0M | 0.2% | +1% | 63.5 |
| 108 | — | GLOBAL X FDS | $2.0M | 0.2% | +9% | — |
| 109 |  $AFL | AFLAC INC | $2.0M | 0.2% | -0% | 60.3 |
| 110 | $META | Meta Platforms, Inc. | $2.0M | 0.2% | -8% | 80.9 |
| 111 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.2% | -19% | 77.9 |
| 112 |  $APD | Air Products & Chemicals, Inc. | $1.9M | 0.2% | -7% | 41.2 |
| 113 |  $CSX | CSX CORP | $1.8M | 0.2% | +1% | 66.4 |
| 114 |  $WM | WASTE MANAGEMENT INC | $1.8M | 0.1% | +8% | 70.7 |
| 115 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.1% | -0% | 74.8 |
| 116 |  $ADI | ANALOG DEVICES INC | $1.8M | 0.1% | -0% | 76.2 |
| 117 | — | SCHWAB STRATEGIC TR | $1.7M | 0.1% | -3% | — |
| 118 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.1% | -1% | — |
| 119 |  $STX | Seagate Technology Holdings plc | $1.7M | 0.1% | +2% | — |
| 120 |  $PM | Philip Morris International Inc. | $1.7M | 0.1% | -6% | 80.5 |
| 121 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.1% | -2% | 67 |
| 122 |  $MCK | MCKESSON CORP | $1.6M | 0.1% | -1% | 63.7 |
| 123 |  $JCI | Johnson Controls International plc | $1.6M | 0.1% | +0% | — |
| 124 |  $CAT | CATERPILLAR INC | $1.6M | 0.1% | -8% | 67.8 |
| 125 |  $ET | Energy Transfer LP | $1.5M | 0.1% | -0% | 64.5 |
| 126 | — | ISHARES TR | $1.5M | 0.1% | -4% | — |
| 127 |  $NKE | NIKE, Inc. | $1.5M | 0.1% | -15% | 53.4 |
| 128 |  $AYI | ACUITY INC. (DE) | $1.5M | 0.1% | +0% | 68.9 |
| 129 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | -1% | — |
| 130 | — | VANGUARD WORLD FD | $1.5M | 0.1% | -1% | — |
| 131 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.1% | -1% | 65 |
| 132 |  $BXSL | Blackstone Secured Lending Fund | $1.5M | 0.1% | +13% | — |
| 133 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 134 |  $CB | Chubb Ltd | $1.4M | 0.1% | -2% | — |
| 135 |  $TMUS | T-Mobile US, Inc. | $1.4M | 0.1% | +0% | 72.7 |
| 136 |  $GEV | GE Vernova Inc. | $1.4M | 0.1% | +0% | 70.1 |
| 137 |  $PSX | Phillips 66 | $1.4M | 0.1% | +0% | 47.6 |
| 138 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.4M | 0.1% | -1% | 66.4 |
| 139 |  $SYK | STRYKER CORP | $1.3M | 0.1% | -2% | 69.8 |
| 140 |  $BDX | BECTON DICKINSON & CO | $1.3M | 0.1% | -9% | 50.7 |
| 141 |  $HEI.A | HEICO CORP | $1.3M | 0.1% | -0% | 79.2 |
| 142 |  $GWW | W.W. GRAINGER, INC. | $1.3M | 0.1% | +10% | 69.5 |
| 143 |  $FDX | FEDEX CORP | $1.2M | 0.1% | +1% | 60.3 |
| 144 | — | VANGUARD SPECIALIZED FUNDS | $1.2M | 0.1% | -5% | — |
| 145 |  $STT | STATE STREET CORP | $1.2M | 0.1% | +7% | 61.5 |
| 146 |  $NTRS | NORTHERN TRUST CORP | $1.2M | 0.1% | -3% | 71.8 |
| 147 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.1% | -1% | 81.9 |
| 148 |  $USB | US BANCORP DE | $1.2M | 0.1% | -5% | 71.4 |
| 149 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.1% | +2% | 70.1 |
| 150 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | +2% | 88.4 |
| 151 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.1% | -0% | — |
| 152 |  $FAST | FASTENAL CO | $1.2M | 0.1% | -1% | 73.5 |
| 153 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.1M | 0.1% | +23% | 74.4 |
| 154 |  $EMR | EMERSON ELECTRIC CO | $1.1M | 0.1% | -1% | 65.9 |
| 155 | — | VANGUARD BD INDEX FDS | $1.1M | 0.1% | -1% | — |
| 156 |  $DUK | Duke Energy CORP | $1.0M | 0.1% | -2% | 64 |
| 157 |  $ADBE | ADOBE INC. | $1.0M | 0.1% | -5% | 80.4 |
| 158 | — | ISHARES TR | $1.0M | 0.1% | -2% | — |
| 159 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $998,098 | 0.1% | +2% | — |
| 160 |  $ACN | Accenture plc | $977,768 | 0.1% | -5% | — |
| 161 |  $ROP | ROPER TECHNOLOGIES INC | $969,930 | 0.1% | -5% | 72.2 |
| 162 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $940,809 | 0.1% | +0% | 60.5 |
| 163 |  $CLX | CLOROX CO /DE/ | $923,980 | 0.1% | -10% | 63.5 |
| 164 |  $BA | BOEING CO | $907,179 | 0.1% | -1% | 51.8 |
| 165 |  $CRM | Salesforce, Inc. | $896,763 | 0.1% | -16% | 75.2 |
| 166 |  $MO | ALTRIA GROUP, INC. | $894,033 | 0.1% | -9% | 72.1 |
| 167 | — | J P MORGAN EXCHANGE TRADED F | $888,657 | 0.1% | +2% | — |
| 168 |  $DOV | DOVER Corp | $884,556 | 0.1% | +137% | 63.1 |
| 169 | — | ETFIS SER TR I | $861,880 | 0.1% | +90% | — |
| 170 | — | VANGUARD INDEX FDS | $849,307 | 0.1% | -7% | — |
| 171 |  $NEE | NEXTERA ENERGY INC | $842,793 | 0.1% | +0% | 71.7 |
| 172 | — | ISHARES TR | $840,317 | 0.1% | +0% | — |
| 173 |  $CL | COLGATE PALMOLIVE CO | $824,259 | 0.1% | -3% | 72.4 |
| 174 |  $KKR | KKR & Co. Inc. | $814,000 | 0.1% | +0% | 49.8 |
| 175 |  $ARCC | ARES CAPITAL CORP | $792,285 | 0.1% | +34% | — |
| 176 |  $TT | Trane Technologies plc | $790,973 | 0.1% | +0% | — |
| 177 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $782,077 | 0.1% | NEW | 69.4 |
| 178 | $IVZ | Invesco Ltd. | $773,928 | 0.1% | +45% | — |
| 179 |  $CI | Cigna Group | $748,234 | 0.1% | -2% | 66.8 |
| 180 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $734,932 | 0.1% | +24% | 54.6 |
| 181 |  $OBDC | Blue Owl Capital Corp | $724,308 | 0.1% | +21% | — |
| 182 |  $IRM | IRON MOUNTAIN INC | $714,980 | 0.1% | +0% | 50.7 |
| 183 |  $COP | CONOCOPHILLIPS | $701,633 | 0.1% | -2% | 74.8 |
| 184 |  $GLW | CORNING INC /NY | $699,974 | 0.1% | -8% | 72.7 |
| 185 | — | FIDELITY COVINGTON TRUST | $680,770 | 0.1% | +0% | — |
| 186 |  $GS | GOLDMAN SACHS GROUP INC | $662,410 | 0.1% | -2% | — |
| 187 |  $APO | Apollo Global Management, Inc. | $647,573 | 0.1% | +0% | 55.7 |
| 188 | — | ISHARES TR | $635,734 | 0.1% | -2% | — |
| 189 |  $MDLZ | Mondelez International, Inc. | $630,755 | 0.1% | -4% | 53.9 |
| 190 |  $UPS | UNITED PARCEL SERVICE INC | $606,316 | 0.1% | -2% | 58.2 |
| 191 |  $EFX | EQUIFAX INC | $594,771 | 0.1% | -1% | 69.4 |
| 192 | $WT | WisdomTree, Inc. | $590,157 | 0.1% | +0% | 62.9 |
| 193 |  $EIX | EDISON INTERNATIONAL | $588,001 | 0.1% | +57% | 70.7 |
| 194 |  $PLD | Prologis, Inc. | $587,804 | 0.1% | +0% | 67.5 |
| 195 |  $KMI | KINDER MORGAN, INC. | $574,645 | 0.1% | +0% | 74.6 |
| 196 |  $GPC | GENUINE PARTS CO | $573,165 | 0.1% | -1% | 54.2 |
| 197 |  $RF | REGIONS FINANCIAL CORP | $572,472 | 0.1% | +0% | — |
| 198 | — | ALPS ETF TR | $565,880 | 0.1% | +0% | — |
| 199 | — | VANGUARD INDEX FDS | $563,991 | 0.1% | -1% | — |
| 200 | — | ISHARES TR | $552,242 | 0.1% | +0% | — |
| 201 |  $AMD | ADVANCED MICRO DEVICES INC | $542,141 | 0.1% | +0% | 78.8 |
| 202 |  $MMM | 3M CO | $530,670 | 0.1% | +0% | 60.7 |
| 203 | — | SPDR SERIES TRUST | $528,815 | 0.1% | +0% | — |
| 204 | — | ISHARES U S ETF TR | $527,210 | 0.1% | -11% | — |
| 205 |  $MAIN | Main Street Capital CORP | $517,063 | 0.0% | +33% | — |
| 206 |  $MSDL | Morgan Stanley Direct Lending Fund | $515,459 | 0.0% | +54% | — |
| 207 | — | ISHARES TR | $514,167 | 0.0% | +0% | — |
| 208 | — | ISHARES TR | $512,112 | 0.0% | +13% | — |
| 209 |  $CCZ | COMCAST CORP | $510,923 | 0.0% | -63% | 70.4 |
| 210 |  $__PARK_1390777 | Bank of New York Mellon Corp | $500,856 | 0.0% | -1% | 36.7 |
| 211 |  $CARR | CARRIER GLOBAL Corp | $499,582 | 0.0% | -2% | 61.5 |
| 212 |  $TYL | TYLER TECHNOLOGIES INC | $497,478 | 0.0% | NEW | 69.3 |
| 213 |  $ENB | ENBRIDGE INC | $489,750 | 0.0% | +0% | — |
| 214 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $486,658 | 0.0% | +19% | 55.4 |
| 215 |  $TFC | TRUIST FINANCIAL CORP | $486,592 | 0.0% | +0% | — |
| 216 | — | VIRTUS ETF TR II | $477,696 | 0.0% | +12% | — |
| 217 |  $PLTR | Palantir Technologies Inc. | $463,122 | 0.0% | +0% | 85.8 |
| 218 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $462,603 | 0.0% | +7% | 62 |
| 219 |  $INTC | INTEL CORP | $461,556 | 0.0% | +0% | 41.5 |
| 220 |  $EQR | EQUITY RESIDENTIAL | $457,644 | 0.0% | -1% | — |
| 221 | — | SPDR SERIES TRUST | $447,453 | 0.0% | +45% | — |
| 222 |  $D | DOMINION ENERGY, INC | $443,929 | 0.0% | +1% | 74.9 |
| 223 |  $CG | Carlyle Group Inc. | $443,446 | 0.0% | +2% | 47.3 |
| 224 |  $SPGI | S&P Global Inc. | $441,078 | 0.0% | +0% | 79.4 |
| 225 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $437,211 | 0.0% | -6% | 74.6 |
| 226 |  $TD | TORONTO DOMINION BANK | $433,341 | 0.0% | +0% | — |
| 227 |  $LIN | LINDE PLC | $433,294 | 0.0% | +1% | — |
| 228 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $431,092 | 0.0% | +4% | 66.5 |
| 229 |  $MDT | Medtronic plc | $430,737 | 0.0% | +1% | — |
| 230 |  $WES | Western Midstream Partners, LP | $428,991 | 0.0% | +0% | 78.1 |
| 231 |  $BKNG | Booking Holdings Inc. | $416,822 | 0.0% | +0% | 55.3 |
| 232 | — | SPDR SERIES TRUST | $413,372 | 0.0% | +0% | — |
| 233 |  $TRV | TRAVELERS COMPANIES, INC. | $413,311 | 0.0% | -11% | 71.5 |
| 234 |  $WDC | WESTERN DIGITAL CORP | $407,712 | 0.0% | +9% | 76.8 |
| 235 |  $MS | MORGAN STANLEY | $402,538 | 0.0% | -4% | — |
| 236 | — | VANGUARD INDEX FDS | $387,011 | 0.0% | +0% | — |
| 237 |  $PGR | PROGRESSIVE CORP/OH/ | $385,577 | 0.0% | -11% | 83.6 |
| 238 |  $Q | Qnity Electronics, Inc. | $375,216 | 0.0% | -9% | — |
| 239 |  $UNH | UNITEDHEALTH GROUP INC | $369,897 | 0.0% | -10% | 66.8 |
| 240 |  $CAH | CARDINAL HEALTH INC | $363,665 | 0.0% | +9% | 58.6 |
| 241 | — | ISHARES TR | $361,081 | 0.0% | +5% | — |
| 242 |  $ALL | ALLSTATE CORP | $356,003 | 0.0% | +16% | 76.6 |
| 243 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $352,820 | 0.0% | +7% | — |
| 244 |  $IAU | ISHARES GOLD TRUST | $351,318 | 0.0% | +1% | — |
| 245 |  $RY | ROYAL BANK OF CANADA | $349,053 | 0.0% | +0% | — |
| 246 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $345,265 | 0.0% | -4% | 75.4 |
| 247 |  $MPC | Marathon Petroleum Corp | $340,875 | 0.0% | +0% | 50.7 |
| 248 |  $SNDK | Sandisk Corp | $334,824 | 0.0% | NEW | 88.8 |
| 249 |  $OKE | ONEOK INC /NEW/ | $334,443 | 0.0% | +0% | 72 |
| 250 | — | SCHWAB STRATEGIC TR | $330,363 | 0.0% | -3% | — |
| 251 |  $SHEL | Shell plc | $324,756 | 0.0% | +6% | — |
| 252 |  $CTVA | Corteva, Inc. | $323,790 | 0.0% | -7% | 48.4 |
| 253 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $322,446 | 0.0% | +2% | 59.5 |
| 254 | — | SPDR SERIES TRUST | $320,459 | 0.0% | +5% | — |
| 255 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $316,089 | 0.0% | +0% | 70.9 |
| 256 | — | SPDR SERIES TRUST | $313,861 | 0.0% | +5% | — |
| 257 |  $WAT | WATERS CORP /DE/ | $313,583 | 0.0% | NEW | 69.9 |
| 258 |  $PAYX | PAYCHEX INC | $308,694 | 0.0% | -13% | 75.1 |
| 259 |  $KMB | KIMBERLY CLARK CORP | $303,591 | 0.0% | -4% | 61.7 |
| 260 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $303,017 | 0.0% | +0% | 69.5 |
| 261 |  $GRMN | GARMIN LTD | $301,613 | 0.0% | +0% | — |
| 262 |  $GIS | GENERAL MILLS INC | $300,403 | 0.0% | -4% | 64.1 |
| 263 |  $DD | DuPont de Nemours, Inc. | $288,494 | 0.0% | -8% | 31.1 |
| 264 |  $ABNB | Airbnb, Inc. | $286,150 | 0.0% | NEW | 70.1 |
| 265 |  $DOW | DOW INC. | $285,677 | 0.0% | -30% | 38 |
| 266 |  $BSM | Black Stone Minerals, L.P. | $283,198 | 0.0% | +0% | 65.3 |
| 267 |  $EXR | Extra Space Storage Inc. | $280,356 | 0.0% | +0% | 66.7 |
| 268 |  $YUM | YUM BRANDS INC | $279,553 | 0.0% | +14% | 71.7 |
| 269 |  $NSA | National Storage Affiliates Trust | $270,596 | 0.0% | +0% | 44.8 |
| 270 |  $OTIS | Otis Worldwide Corp | $270,011 | 0.0% | -6% | 60.3 |
| 271 | — | ETFIS SER TR I | $267,703 | 0.0% | -30% | — |
| 272 | — | ISHARES TR | $259,678 | 0.0% | -5% | — |
| 273 | — | ISHARES TR | $255,503 | 0.0% | +0% | — |
| 274 | — | SPDR SERIES TRUST | $255,110 | 0.0% | -8% | — |
| 275 | — | VANGUARD INDEX FDS | $252,144 | 0.0% | +0% | — |
| 276 |  $DLR | DIGITAL REALTY TRUST, INC. | $247,789 | 0.0% | +0% | 70.2 |
| 277 |  $RIO | RIO TINTO PLC | $239,755 | 0.0% | +0% | — |
| 278 |  $COF | CAPITAL ONE FINANCIAL CORP | $239,166 | 0.0% | +9% | 71 |
| 279 | — | SPDR SERIES TRUST | $234,001 | 0.0% | +0% | — |
| 280 |  $BP | BP PLC | $231,898 | 0.0% | NEW | — |
| 281 | — | FIDELITY COVINGTON TRUST | $229,538 | 0.0% | +0% | — |
| 282 | — | FIDELITY COVINGTON TRUST | $229,373 | 0.0% | -75% | — |
| 283 |  $FND | Floor & Decor Holdings, Inc. | $229,362 | 0.0% | +0% | 53.4 |
| 284 | $WT | WisdomTree, Inc. | $224,266 | 0.0% | +0% | 62.9 |
| 285 | — | ISHARES TR | $214,725 | 0.0% | +0% | — |
| 286 | — | ISHARES TR | $212,739 | 0.0% | +0% | — |
| 287 |  $CVS | CVS HEALTH Corp | $212,659 | 0.0% | +11% | 51.3 |
| 288 |  $ABCB | Ameris Bancorp | $210,573 | 0.0% | +0% | — |
| 289 |  $ED | CONSOLIDATED EDISON INC | $209,383 | 0.0% | NEW | 71.6 |
| 290 |  $PFH | PRUDENTIAL FINANCIAL INC | $207,200 | 0.0% | -10% | 58.6 |
| 291 |  $MRCC | MONROE CAPITAL Corp | $101,200 | 0.0% | +0% | — |
| 292 | — | VANGUARD INDEX FDS | $96,243 | — | NEW | — |
| 293 |  $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | $92,807 | 0.0% | +0% | — |
| 294 |  $OWL | BLUE OWL CAPITAL INC. | $92,213 | 0.0% | NEW | 59.4 |
| 295 |  $IGR | CBRE GLOBAL REAL ESTATE INCOME FUND | $70,034 | 0.0% | +0% | — |
| 296 |  $JQC | Nuveen Credit Strategies Income Fund | $63,067 | 0.0% | +0% | — |
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