Klingman & Associates, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1662449
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.1B
Holdings
332
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Klingman & Associates, LLC disclosed 332 positions worth $2.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 21 new positions and exited 16 — including a new stake in $ASST and a full exit from $PEG. The portfolio is most concentrated in Other (78.4% of disclosed assets). All figures are sourced directly from Klingman & Associates, LLC’s Form 13F-HR filing with the SEC under CIK 1662449.
AI Fund Analysis
StableISHARES TR
16.5% weight
Held 9 quarters
VANGUARD MALVERN FDS
5.8% weight
Held 9 quarters
ISHARES TR
5.0% weight
Held 9 quarters
ISHARES TR
4.2% weight
Held 9 quarters
VANGUARD TAX-MANAGED FDS
3.7% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
VANGUARD TAX-MANAGED FDS
8 quarters accumulating
$IVZ8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$344.0M526,701 shVANGUARD MALVERN FDS
—Quality
$121.1M2,425,416 shISHARES TR
—Quality
$105.1M1,556,145 shISHARES TR
—Quality
$86.7M957,356 shVANGUARD TAX-MANAGED FDS
—Quality
$77.6M1,210,939 sh- —
Quality
$75.0M115,315 sh ISHARES TR
—Quality
$73.7M592,795 sh- 76.1
Quality
$68.5M269,842 sh SPDR SERIES TRUST
—Quality
$66.4M1,173,507 shSPDR SERIES TRUST
—Quality
$64.1M654,814 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $344.0M | 526,701 |
| VANGUARD MALVERN FDS | — | $121.1M | 2,425,416 |
| ISHARES TR | — | $105.1M | 1,556,145 |
| ISHARES TR | — | $86.7M | 957,356 |
| VANGUARD TAX-MANAGED FDS | — | $77.6M | 1,210,939 |
 SPDR S&P 500 ETF TRUST$SPY | — | $75.0M | 115,315 |
| ISHARES TR | — | $73.7M | 592,795 |
 Apple Inc.$AAPL | 76.1 | $68.5M | 269,842 |
| SPDR SERIES TRUST | — | $66.4M | 1,173,507 |
| SPDR SERIES TRUST | — | $64.1M | 654,814 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Klingman & Associates, LLC's 332 positions.
Showing top 10 of 332 holdings.
Sector Allocation
Other
$1.6B
Financials
$181.0M
Technology
$156.7M
Consumer Discretionary
$33.1M
Industrials
$20.2M
Healthcare
$18.2M
Energy
$10.7M
Real Estate
$10.1M
Full Holdings — Klingman & Associates, LLC (Q1 2026)
All 332 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 TR | $344.0M | 16.5% | +2% | — |
| 2 | — | VANGUARD MALVERN FDS | $121.1M | 5.8% | +16% | — |
| 3 | — | ISHARES TR | $105.1M | 5.0% | +3% | — |
| 4 | — | ISHARES TR | $86.7M | 4.2% | +5% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS | $77.6M | 3.7% | +6% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $75.0M | 3.6% | +0% | — |
| 7 | — | ISHARES TR | $73.7M | 3.5% | +4% | — |
| 8 | $AAPL | Apple Inc. | $68.5M | 3.3% | -1% | 76.1 |
| 9 | — | SPDR SERIES TRUST | $66.4M | 3.2% | -2% | — |
| 10 | — | SPDR SERIES TRUST | $64.1M | 3.1% | -2% | — |
| 11 | — | VANGUARD INTL EQUITY INDEX F | $54.3M | 2.6% | +1% | — |
| 12 | $IVZ | Invesco Ltd. | $37.8M | 1.8% | +9% | — |
| 13 | — | ISHARES TR | $36.8M | 1.8% | +3% | — |
| 14 | — | ISHARES TR | $36.1M | 1.7% | +5% | — |
| 15 | — | ISHARES TR | $35.6M | 1.7% | +8% | — |
| 16 | — | ISHARES INC | $33.8M | 1.6% | +5% | — |
| 17 | — | ISHARES TR | $33.5M | 1.6% | -0% | — |
| 18 | — | ISHARES TR | $33.0M | 1.6% | +3% | — |
| 19 | — | SPDR SERIES TRUST | $31.5M | 1.5% | -0% | — |
| 20 |  $STT | STATE STREET CORP | $31.1M | 1.5% | -1% | 61.5 |
| 21 | $IVZ | Invesco Ltd. | $29.4M | 1.4% | -9% | — |
| 22 | — | SPDR SERIES TRUST | $27.6M | 1.3% | -1% | — |
| 23 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $27.4M | 1.3% | +7% | 68.8 |
| 24 | — | ISHARES TR | $27.3M | 1.3% | +22% | — |
| 25 | — | SPDR SERIES TRUST | $26.6M | 1.3% | -0% | — |
| 26 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $25.7M | 1.2% | -0% | — |
| 27 | — | ISHARES TR | $23.9M | 1.1% | -4% | — |
| 28 | — | SPDR SERIES TRUST | $19.7M | 0.9% | -0% | — |
| 29 | — | VANGUARD INDEX FDS | $14.4M | 0.7% | +1% | — |
| 30 |  $MSFT | MICROSOFT CORP | $13.8M | 0.7% | +4% | 83.7 |
| 31 | — | ISHARES TR | $12.7M | 0.6% | +2% | — |
| 32 | — | ISHARES TR | $12.3M | 0.6% | -1% | — |
| 33 |  $AMZN | AMAZON COM INC | $12.2M | 0.6% | +2% | 74.6 |
| 34 |  $NVDA | NVIDIA CORP | $11.7M | 0.6% | +4% | 90.2 |
| 35 |  $DDOG | Datadog, Inc. | $9.7M | 0.5% | +0% | 62.9 |
| 36 |  $GOOGL | Alphabet Inc. | $8.9M | 0.4% | +1% | 80.2 |
| 37 |  $GOOG | Alphabet Inc. | $7.9M | 0.4% | +3% | 80.2 |
| 38 | — | ISHARES TR | $7.9M | 0.4% | +1% | — |
| 39 | — | ISHARES TR | $7.7M | 0.4% | -1% | — |
| 40 |  $JPM | JPMORGAN CHASE & CO | $7.6M | 0.4% | -9% | 35.6 |
| 41 | — | VANGUARD INDEX FDS | $6.8M | 0.3% | +3% | — |
| 42 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.7M | 0.3% | -0% | 64.5 |
| 43 |  $XOM | EXXON MOBIL CORP | $6.6M | 0.3% | -1% | 61.8 |
| 44 | — | FLEXSHARES TR | $6.4M | 0.3% | +1% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F | $6.2M | 0.3% | +157% | — |
| 46 |  $JLL | JONES LANG LASALLE INC | $5.8M | 0.3% | -19% | 59.8 |
| 47 | — | VANGUARD INDEX FDS | $5.2M | 0.3% | +1% | — |
| 48 | — | ISHARES TR | $4.9M | 0.2% | +0% | — |
| 49 | — | ISHARES TR | $4.6M | 0.2% | +0% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $4.4M | 0.2% | +2% | 72.8 |
| 51 |  $AVGO | Broadcom Inc. | $4.3M | 0.2% | +6% | 86.4 |
| 52 | $IVZ | Invesco Ltd. | $4.0M | 0.2% | -1% | — |
| 53 | — | DIMENSIONAL ETF TRUST | $4.0M | 0.2% | -0% | — |
| 54 |  $MA | Mastercard Inc | $3.9M | 0.2% | +1% | 81.7 |
| 55 |  $META | Meta Platforms, Inc. | $3.8M | 0.2% | +3% | 80.9 |
| 56 |  $AMAT | APPLIED MATERIALS INC /DE | $3.6M | 0.2% | +1% | 74.8 |
| 57 | — | VANGUARD INTL EQUITY INDEX F | $3.6M | 0.2% | -8% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $3.5M | 0.2% | +0% | — |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.2% | +3% | 67 |
| 60 | — | ISHARES TR | $3.1M | 0.1% | +0% | — |
| 61 | — | ISHARES TR | $3.0M | 0.1% | +2% | — |
| 62 |  $TSLA | Tesla, Inc. | $3.0M | 0.1% | +2% | 50.1 |
| 63 |  $ABBV | AbbVie Inc. | $2.9M | 0.1% | -0% | 59.3 |
| 64 | — | VANGUARD INDEX FDS | $2.8M | 0.1% | -7% | — |
| 65 |  $V | VISA INC. | $2.8M | 0.1% | -1% | 83.5 |
| 66 | — | ISHARES TR | $2.7M | 0.1% | -2% | — |
| 67 | — | VANGUARD INDEX FDS | $2.7M | 0.1% | -0% | — |
| 68 |  $GE | GENERAL ELECTRIC CO | $2.7M | 0.1% | +1% | 74.8 |
| 69 | — | ISHARES TR | $2.7M | 0.1% | +0% | — |
| 70 | $IVZ | Invesco Ltd. | $2.6M | 0.1% | +0% | — |
| 71 | — | ISHARES TR | $2.6M | 0.1% | -0% | — |
| 72 |  $LAMR | LAMAR ADVERTISING CO/NEW | $2.6M | 0.1% | +8% | 67.8 |
| 73 |  $CROX | Crocs, Inc. | $2.5M | 0.1% | +1% | 42.1 |
| 74 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.1% | +0% | — |
| 75 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 0.1% | +1% | 70.7 |
| 76 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | -13% | — |
| 77 | — | ISHARES TR | $2.3M | 0.1% | +4% | — |
| 78 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.1% | +1% | 72.9 |
| 79 |  $GEV | GE Vernova Inc. | $2.2M | 0.1% | +4% | 70.1 |
| 80 |  $ORCL | ORACLE CORP | $2.2M | 0.1% | +2% | 67.2 |
| 81 |  $C | CITIGROUP INC | $2.2M | 0.1% | +1% | 54.8 |
| 82 |  $LLY | ELI LILLY & Co | $2.1M | 0.1% | +0% | 89.3 |
| 83 |  $WMT | Walmart Inc. | $2.1M | 0.1% | +3% | 63.2 |
| 84 | — | PIMCO ETF TR | $2.1M | 0.1% | +0% | — |
| 85 | — | ISHARES TR | $2.1M | 0.1% | -1% | — |
| 86 | — | ISHARES U S ETF TR | $2.1M | 0.1% | +0% | — |
| 87 |  $HD | HOME DEPOT, INC. | $2.0M | 0.1% | -5% | 69.2 |
| 88 |  $PJT | PJT Partners Inc. | $2.0M | 0.1% | +107% | 73.7 |
| 89 |  $CAT | CATERPILLAR INC | $2.0M | 0.1% | +3% | 67.8 |
| 90 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.8M | 0.1% | +0% | 63.8 |
| 91 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | -2% | — |
| 92 | — | VANGUARD ADMIRAL FDS INC | $1.7M | 0.1% | +0% | — |
| 93 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.1% | +5% | — |
| 94 |  $MCD | MCDONALDS CORP | $1.7M | 0.1% | +1% | 73.9 |
| 95 | — | ISHARES TR | $1.7M | 0.1% | +305% | — |
| 96 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.1% | +2% | 71.7 |
| 97 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | +0% | — |
| 98 |  $NFLX | NETFLIX INC | $1.6M | 0.1% | +12% | 86.7 |
| 99 |  $KO | COCA COLA CO | $1.6M | 0.1% | +2% | 74 |
| 100 |  $BX | Blackstone Inc. | $1.5M | 0.1% | +6% | 68 |
| 101 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.1% | +0% | — |
| 102 | — | ISHARES TR | $1.5M | 0.1% | -0% | — |
| 103 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | +0% | — |
| 104 |  $CVX | CHEVRON CORP | $1.4M | 0.1% | +6% | 54.7 |
| 105 |  $IAU | ISHARES GOLD TRUST | $1.4M | 0.1% | +147% | — |
| 106 | — | VANGUARD WHITEHALL FDS | $1.4M | 0.1% | +0% | — |
| 107 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.4M | 0.1% | -4% | 77.9 |
| 108 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -3% | — |
| 109 | — | ISHARES TR | $1.3M | 0.1% | -0% | — |
| 110 |  $DE | DEERE & CO | $1.3M | 0.1% | -26% | 57.4 |
| 111 |  $UBSI | UNITED BANKSHARES INC/WV | $1.3M | 0.1% | +1% | — |
| 112 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.1% | +8% | — |
| 113 | — | VANGUARD ADMIRAL FDS INC | $1.3M | 0.1% | +0% | — |
| 114 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | +61% | — |
| 115 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.1% | -2% | 67 |
| 116 |  $HUBB | HUBBELL INC | $1.2M | 0.1% | +0% | 68.7 |
| 117 |  $MRK | Merck & Co., Inc. | $1.2M | 0.1% | -2% | 70.9 |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.1% | +7% | — |
| 119 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.1% | +3% | 72.3 |
| 120 | — | SCHWAB STRATEGIC TR | $1.2M | 0.1% | -2% | — |
| 121 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.1% | -5% | 66.7 |
| 122 | — | ISHARES TR | $1.2M | 0.1% | +804% | — |
| 123 | — | ISHARES TR | $1.2M | 0.1% | +1% | — |
| 124 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.1% | +4% | 65 |
| 125 |  $MS | MORGAN STANLEY | $1.1M | 0.1% | +3% | — |
| 126 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | -1% | — |
| 127 |  $RTX | RTX Corp | $1.1M | 0.1% | +6% | 70 |
| 128 | — | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.1% | -11% | — |
| 129 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.1% | +19% | — |
| 130 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.1M | 0.1% | -2% | 72.7 |
| 131 |  $GLW | CORNING INC /NY | $1.1M | 0.1% | +3% | 72.7 |
| 132 |  $PM | Philip Morris International Inc. | $1.0M | 0.1% | +1% | 80.5 |
| 133 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $955,535 | 0.1% | +3% | 63.7 |
| 134 | — | INVESCO EXCH TRADED FD TR II | $925,603 | 0.0% | +0% | — |
| 135 | — | AMERICAN CENTY ETF TR | $917,902 | 0.0% | +0% | — |
| 136 |  $BAC | BANK OF AMERICA CORP /DE/ | $901,485 | 0.0% | -2% | 68.4 |
| 137 |  $TXN | TEXAS INSTRUMENTS INC | $896,539 | 0.0% | +1% | 70.4 |
| 138 |  $CPNG | Coupang, Inc. | $886,983 | 0.0% | -2% | 56.4 |
| 139 |  $MU | MICRON TECHNOLOGY INC | $871,966 | 0.0% | +20% | 88.4 |
| 140 |  $ROST | ROSS STORES, INC. | $859,155 | 0.0% | -11% | 71.5 |
| 141 |  $WFC | WELLS FARGO & COMPANY/MN | $836,224 | 0.0% | -4% | — |
| 142 | — | DIMENSIONAL ETF TRUST | $831,349 | 0.0% | +0% | — |
| 143 |  $BLK | BlackRock, Inc. | $828,995 | 0.0% | -8% | 70.3 |
| 144 |  $CSX | CSX CORP | $825,188 | 0.0% | +2% | 66.4 |
| 145 | — | ISHARES TR | $822,223 | 0.0% | +1% | — |
| 146 |  $AXP | AMERICAN EXPRESS CO | $815,184 | 0.0% | +0% | 73.2 |
| 147 | — | VANGUARD WORLD FD | $814,500 | 0.0% | +0% | — |
| 148 |  $AMD | ADVANCED MICRO DEVICES INC | $801,515 | 0.0% | +4% | 78.8 |
| 149 |  $PFE | PFIZER INC | $798,876 | 0.0% | +1% | 69 |
| 150 |  $LOW | LOWES COMPANIES INC | $796,973 | 0.0% | +2% | 63.5 |
| 151 |  $ASML | ASML HOLDING NV | $792,498 | 0.0% | +18% | — |
| 152 |  $SCHW | SCHWAB CHARLES CORP | $791,030 | 0.0% | +2% | 77.2 |
| 153 | — | SCHWAB STRATEGIC TR | $789,148 | 0.0% | +0% | — |
| 154 |  $LIN | LINDE PLC | $782,806 | 0.0% | +8% | — |
| 155 |  $INTC | INTEL CORP | $771,702 | 0.0% | +6% | 41.5 |
| 156 |  $HSY | HERSHEY CO | $771,480 | 0.0% | +1% | 59.4 |
| 157 |  $EMR | EMERSON ELECTRIC CO | $764,764 | 0.0% | +3% | 65.9 |
| 158 | — | VANGUARD STAR FDS | $750,127 | 0.0% | -2% | — |
| 159 |  $MO | ALTRIA GROUP, INC. | $749,027 | 0.0% | +2% | 72.1 |
| 160 |  $ED | CONSOLIDATED EDISON INC | $748,347 | 0.0% | -5% | 71.6 |
| 161 |  $ASST | Strive, Inc. | $739,136 | 0.0% | NEW | 22.4 |
| 162 |  $AMGN | AMGEN INC | $737,830 | 0.0% | +4% | 79.5 |
| 163 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 164 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $704,452 | 0.0% | +1% | 66.5 |
| 165 | — | SCHWAB STRATEGIC TR | $691,101 | 0.0% | -33% | — |
| 166 | — | SELECT SECTOR SPDR TR | $682,841 | 0.0% | +10% | — |
| 167 |  $HON | HONEYWELL INTERNATIONAL INC | $664,755 | 0.0% | +2% | 65.7 |
| 168 |  $NVS | NOVARTIS AG | $655,756 | 0.0% | +4% | — |
| 169 |  $PLTR | Palantir Technologies Inc. | $653,726 | 0.0% | -3% | 85.8 |
| 170 |  $T | AT&T INC. | $642,506 | 0.0% | +7% | 71.9 |
| 171 |  $TFC | TRUIST FINANCIAL CORP | $638,570 | 0.0% | +2% | — |
| 172 |  $BKNG | Booking Holdings Inc. | $635,759 | 0.0% | +4% | 55.3 |
| 173 |  $DIS | Walt Disney Co | $633,892 | 0.0% | +3% | 68.9 |
| 174 |  $CMI | CUMMINS INC | $620,876 | 0.0% | +2% | 58.9 |
| 175 |  $LRCX | LAM RESEARCH CORP | $619,401 | 0.0% | +14% | 82.4 |
| 176 | — | SELECT SECTOR SPDR TR | $603,289 | 0.0% | +110% | — |
| 177 |  $VZ | VERIZON COMMUNICATIONS INC | $599,388 | 0.0% | +24% | 71.6 |
| 178 | — | ISHARES TR | $593,965 | 0.0% | +38% | — |
| 179 |  $PGR | PROGRESSIVE CORP/OH/ | $582,231 | 0.0% | +0% | 83.6 |
| 180 | — | ISHARES TR | $564,014 | 0.0% | +0% | — |
| 181 | — | ISHARES TR | $562,594 | 0.0% | +0% | — |
| 182 |  $FFIV | F5, INC. | $556,961 | 0.0% | +0% | 70 |
| 183 |  $ISRG | INTUITIVE SURGICAL INC | $556,876 | 0.0% | -1% | 81.4 |
| 184 |  $ITW | ILLINOIS TOOL WORKS INC | $548,432 | 0.0% | +3% | 71.2 |
| 185 | — | VANGUARD SCOTTSDALE FDS | $542,842 | 0.0% | +0% | — |
| 186 | — | BLACKROCK FLOATING RATE INCO | $529,074 | 0.0% | +3% | — |
| 187 |  $NSC | NORFOLK SOUTHERN CORP | $526,932 | 0.0% | +1% | 70.8 |
| 188 | — | VANGUARD INTL EQUITY INDEX F | $522,366 | 0.0% | -16% | — |
| 189 |  $PH | Parker-Hannifin Corp | $520,135 | 0.0% | +3% | 73.8 |
| 190 |  $SYK | STRYKER CORP | $516,544 | 0.0% | -6% | 69.8 |
| 191 |  $COMP | Compass, Inc. | $514,997 | 0.0% | -59% | 58.3 |
| 192 |  $UNH | UNITEDHEALTH GROUP INC | $504,921 | 0.0% | +3% | 66.8 |
| 193 |  $URI | UNITED RENTALS, INC. | $503,435 | 0.0% | -3% | 70.7 |
| 194 |  $KLAC | KLA CORP | $502,092 | 0.0% | +5% | 84.4 |
| 195 |  $ECL | ECOLAB INC. | $497,192 | 0.0% | +1% | 64.3 |
| 196 |  $HLT | Hilton Worldwide Holdings Inc. | $493,522 | 0.0% | +2% | 73.1 |
| 197 |  $SO | SOUTHERN CO | $489,646 | 0.0% | -3% | 65.1 |
| 198 |  $PEP | PEPSICO INC | $479,381 | 0.0% | -11% | 62.7 |
| 199 |  $ETSY | ETSY INC | $468,463 | 0.0% | NEW | 50.4 |
| 200 | — | ISHARES TR | $467,058 | 0.0% | +15% | — |
| 201 |  $POST | Post Holdings, Inc. | $461,973 | 0.0% | -7% | 53.8 |
| 202 |  $WT | WisdomTree, Inc. | $450,532 | 0.0% | +0% | 62.9 |
| 203 | — | ISHARES TR | $446,162 | 0.0% | -97% | — |
| 204 |  $CB | Chubb Ltd | $445,547 | 0.0% | +3% | — |
| 205 |  $DHR | DANAHER CORP /DE/ | $444,044 | 0.0% | -5% | 63.9 |
| 206 | — | ISHARES TR | $443,601 | 0.0% | +0% | — |
| 207 |  $CRM | Salesforce, Inc. | $435,688 | 0.0% | -38% | 75.2 |
| 208 |  $ADI | ANALOG DEVICES INC | $429,171 | 0.0% | +1% | 76.2 |
| 209 |  $PSX | Phillips 66 | $428,488 | 0.0% | +1% | 47.6 |
| 210 |  $COP | CONOCOPHILLIPS | $425,172 | 0.0% | +6% | 74.8 |
| 211 | — | ISHARES TR | $424,875 | 0.0% | -1% | — |
| 212 | — | SCHWAB STRATEGIC TR | $423,237 | 0.0% | +0% | — |
| 213 | — | ISHARES TR | $420,371 | 0.0% | +0% | — |
| 214 | — | SCHWAB STRATEGIC TR | $418,919 | 0.0% | -13% | — |
| 215 |  $J | JACOBS SOLUTIONS INC. | $417,352 | 0.0% | -4% | 47.7 |
| 216 | — | ISHARES TR | $415,227 | 0.0% | +5% | — |
| 217 |  $CTVA | Corteva, Inc. | $411,351 | 0.0% | +2% | 48.4 |
| 218 |  $SBUX | STARBUCKS CORP | $411,129 | 0.0% | +4% | 54.6 |
| 219 | — | VANGUARD INDEX FDS | $407,259 | 0.0% | +0% | — |
| 220 | — | SELECT SECTOR SPDR TR | $405,556 | 0.0% | -3% | — |
| 221 |  $PANW | Palo Alto Networks Inc | $405,129 | 0.0% | +33% | 66.5 |
| 222 |  $UNP | UNION PACIFIC CORP | $404,205 | 0.0% | +1% | 74 |
| 223 | — | ISHARES TR | $401,583 | 0.0% | +0% | — |
| 224 | — | VANECK ETF TRUST | $400,653 | 0.0% | -2% | — |
| 225 | $IVZ | Invesco Ltd. | $397,925 | 0.0% | -9% | — |
| 226 |  $LNT | ALLIANT ENERGY CORP | $396,474 | 0.0% | +1% | 56.7 |
| 227 |  $NOW | ServiceNow, Inc. | $395,199 | 0.0% | +50% | 76 |
| 228 | — | GLOBAL X FDS | $393,280 | 0.0% | +0% | — |
| 229 | — | ISHARES TR | $381,898 | 0.0% | -1% | — |
| 230 |  $APD | Air Products & Chemicals, Inc. | $381,704 | 0.0% | +2% | 41.2 |
| 231 |  $WSM | WILLIAMS SONOMA INC | $376,877 | 0.0% | +4% | 65 |
| 232 |  $ARES | Ares Management Corp | $374,650 | 0.0% | +31% | 70.8 |
| 233 |  $GILD | GILEAD SCIENCES, INC. | $368,634 | 0.0% | +5% | 77.8 |
| 234 |  $SHEL | Shell plc | $365,862 | 0.0% | +5% | — |
| 235 | — | ISHARES TR | $359,180 | 0.0% | +1% | — |
| 236 |  $COF | CAPITAL ONE FINANCIAL CORP | $356,104 | 0.0% | +2% | 71 |
| 237 |  $UBER | Uber Technologies, Inc | $355,982 | 0.0% | +9% | 79.3 |
| 238 |  $FBRT | Franklin BSP Realty Trust, Inc. | $354,108 | 0.0% | +1% | 57 |
| 239 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $351,797 | 0.0% | +0% | — |
| 240 |  $CL | COLGATE PALMOLIVE CO | $350,978 | 0.0% | +5% | 72.4 |
| 241 |  $TMUS | T-Mobile US, Inc. | $349,070 | 0.0% | +12% | 72.7 |
| 242 |  $VRA | Vera Bradley, Inc. | $337,242 | 0.0% | +0% | 21.5 |
| 243 | — | CAPITAL GRP FIXED INCM ETF T | $337,135 | 0.0% | +0% | — |
| 244 |  $FAST | FASTENAL CO | $335,055 | 0.0% | +3% | 73.5 |
| 245 |  $ACN | Accenture plc | $332,533 | 0.0% | -27% | — |
| 246 | — | VANGUARD WORLD FD | $327,228 | 0.0% | -6% | — |
| 247 |  $QCOM | QUALCOMM INC/DE | $326,329 | 0.0% | -16% | 81.9 |
| 248 |  $GD | GENERAL DYNAMICS CORP | $325,716 | 0.0% | +3% | 73 |
| 249 |  $EME | EMCOR Group, Inc. | $325,595 | 0.0% | +2% | 71.7 |
| 250 | — | VANGUARD INDEX FDS | $325,034 | 0.0% | -2% | — |
| 251 | — | VANGUARD WORLD FD | $322,301 | 0.0% | +22% | — |
| 252 | — | ISHARES TR | $321,464 | 0.0% | -1% | — |
| 253 |  $AZN | ASTRAZENECA PLC | $310,425 | 0.0% | -44% | — |
| 254 | — | SCHWAB STRATEGIC TR | $309,871 | 0.0% | +0% | — |
| 255 |  $FDX | FEDEX CORP | $309,165 | 0.0% | -1% | 60.3 |
| 256 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $307,008 | 0.0% | +3% | 60.5 |
| 257 |  $MMM | 3M CO | $302,515 | 0.0% | +2% | 60.7 |
| 258 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $302,103 | 0.0% | +2% | 75.1 |
| 259 |  $SPOT | Spotify Technology S.A. | $298,705 | 0.0% | +2% | — |
| 260 | — | SCHWAB STRATEGIC TR | $298,504 | 0.0% | -9% | — |
| 261 |  $BA | BOEING CO | $294,167 | 0.0% | +2% | 51.8 |
| 262 | — | ISHARES TR | $292,670 | 0.0% | -26% | — |
| 263 | — | ISHARES TR | $290,454 | 0.0% | +0% | — |
| 264 |  $INTU | INTUIT INC. | $289,263 | 0.0% | +12% | 82 |
| 265 | — | ISHARES TR | $287,738 | 0.0% | -2% | — |
| 266 |  $DUK | Duke Energy CORP | $285,973 | 0.0% | -13% | 64 |
| 267 | $WT | WisdomTree, Inc. | $285,668 | 0.0% | +0% | 62.9 |
| 268 |  $KKR | KKR & Co. Inc. | $285,178 | 0.0% | +3% | 49.8 |
| 269 |  $KMI | KINDER MORGAN, INC. | $284,938 | 0.0% | +4% | 74.6 |
| 270 |  $GEHC | GE HealthCare Technologies Inc. | $283,653 | 0.0% | +7% | 58.2 |
| 271 |  $DOW | DOW INC. | $280,013 | 0.0% | NEW | 38 |
| 272 |  $TM | TOYOTA MOTOR CORP/ | $279,219 | 0.0% | +6% | — |
| 273 | — | SCHWAB STRATEGIC TR | $278,391 | 0.0% | +1% | — |
| 274 |  $HSBC | HSBC HOLDINGS PLC | $273,620 | 0.0% | +13% | — |
| 275 |  $WMB | WILLIAMS COMPANIES, INC. | $272,416 | 0.0% | +4% | 72.8 |
| 276 | — | VANGUARD INDEX FDS | $269,065 | 0.0% | +0% | — |
| 277 | — | ISHARES TR | $266,566 | 0.0% | +0% | — |
| 278 |  $Q | Qnity Electronics, Inc. | $264,682 | 0.0% | NEW | — |
| 279 |  $CVS | CVS HEALTH Corp | $264,011 | 0.0% | -10% | 51.3 |
| 280 | $WT | WisdomTree, Inc. | $259,080 | 0.0% | +0% | 62.9 |
| 281 | — | ISHARES TR | $258,233 | 0.0% | +0% | — |
| 282 |  $APH | AMPHENOL CORP /DE/ | $256,365 | 0.0% | +29% | 80.5 |
| 283 |  $WDC | WESTERN DIGITAL CORP | $255,884 | 0.0% | NEW | 76.8 |
| 284 |  $APA | APA Corp | $255,871 | 0.0% | NEW | — |
| 285 |  $BXSL | Blackstone Secured Lending Fund | $253,720 | 0.0% | +0% | — |
| 286 |  $MCK | MCKESSON CORP | $251,820 | 0.0% | +13% | 63.7 |
| 287 |  $EQR | EQUITY RESIDENTIAL | $250,915 | 0.0% | +1% | — |
| 288 |  $BMY | BRISTOL MYERS SQUIBB CO | $249,515 | 0.0% | +8% | 70.1 |
| 289 |  $CACC | CREDIT ACCEPTANCE CORP | $246,878 | 0.0% | +0% | 70.6 |
| 290 | — | PROFESIONALLY MANAGED PORTFO | $245,224 | 0.0% | +0% | — |
| 291 |  $CCZ | COMCAST CORP | $244,736 | 0.0% | +7% | 70.4 |
| 292 |  $UL | UNILEVER PLC | $244,459 | 0.0% | +0% | — |
| 293 |  $GBX | GREENBRIER COMPANIES INC | $244,244 | 0.0% | +2% | 48.1 |
| 294 |  $ANET | Arista Networks, Inc. | $241,018 | 0.0% | +28% | 86 |
| 295 |  $MPC | Marathon Petroleum Corp | $237,832 | 0.0% | NEW | 50.7 |
| 296 |  $STX | Seagate Technology Holdings plc | $237,799 | 0.0% | NEW | — |
| 297 |  $ETN | Eaton Corp plc | $237,136 | 0.0% | NEW | — |
| 298 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $236,220 | 0.0% | +14% | 76.6 |
| 299 | — | ISHARES TR | $234,723 | 0.0% | -37% | — |
| 300 |  $TPR | TAPESTRY, INC. | $234,243 | 0.0% | -8% | 76.4 |
| 301 |  $STLD | STEEL DYNAMICS INC | $234,180 | 0.0% | NEW | 56 |
| 302 | — | VANGUARD INDEX FDS | $231,609 | 0.0% | +3% | — |
| 303 |  $BNL | Broadstone Net Lease, Inc. | $231,079 | 0.0% | +0% | 54 |
| 304 |  $UPS | UNITED PARCEL SERVICE INC | $230,406 | 0.0% | NEW | 58.2 |
| 305 |  $YUM | YUM BRANDS INC | $230,266 | 0.0% | +2% | 71.7 |
| 306 |  $SNDK | Sandisk Corp | $229,994 | 0.0% | NEW | 88.8 |
| 307 |  $MCO | MOODYS CORP /DE/ | $229,904 | 0.0% | +8% | 81.3 |
| 308 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $229,235 | 0.0% | NEW | 66.4 |
| 309 |  $BHP | BHP Group Ltd | $229,059 | 0.0% | NEW | — |
| 310 |  $CRWD | CrowdStrike Holdings, Inc. | $228,000 | 0.0% | +15% | 55 |
| 311 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $225,778 | 0.0% | +5% | 70.9 |
| 312 |  $JCI | Johnson Controls International plc | $224,580 | 0.0% | +1% | — |
| 313 | — | SCHWAB STRATEGIC TR | $222,773 | 0.0% | +0% | — |
| 314 |  $TSN | TYSON FOODS, INC. | $220,337 | 0.0% | +0% | 51.9 |
| 315 |  $RBC | RBC Bearings INC | $219,964 | 0.0% | NEW | 67.1 |
| 316 |  $TTE | TotalEnergies SE | $216,988 | 0.0% | NEW | — |
| 317 | — | GLOBAL X FDS | $214,705 | 0.0% | -82% | — |
| 318 | — | ISHARES TR | $213,318 | 0.0% | +0% | — |
| 319 |  $DOV | DOVER Corp | $210,662 | 0.0% | +0% | 63.1 |
| 320 | — | VANGUARD INTL EQUITY INDEX F | $209,804 | 0.0% | +0% | — |
| 321 |  $MDT | Medtronic plc | $209,693 | 0.0% | -7% | — |
| 322 |  $AMT | AMERICAN TOWER CORP /MA/ | $207,442 | 0.0% | NEW | 69.8 |
| 323 |  $NEM | NEWMONT Corp /DE/ | $206,758 | 0.0% | NEW | 88.3 |
| 324 |  $CPT | CAMDEN PROPERTY TRUST | $204,696 | 0.0% | -6% | 69.4 |
| 325 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $203,177 | 0.0% | NEW | 70.8 |
| 326 |  $CNP | CENTERPOINT ENERGY INC | $202,809 | 0.0% | NEW | 55.9 |
| 327 |  $WM | WASTE MANAGEMENT INC | $200,377 | 0.0% | NEW | 70.7 |
| 328 |  $BRLT | Brilliant Earth Group, Inc. | $197,204 | 0.0% | +0% | 30.1 |
| 329 |  $SAN | Banco Santander, S.A. | $130,792 | 0.0% | +10% | — |
| 330 |  $F | FORD MOTOR CO | $118,266 | 0.0% | +2% | 58.5 |
| 331 |  $MFG | MIZUHO FINANCIAL GROUP INC | $112,248 | 0.0% | +10% | — |
| 332 |  $LYG | Lloyds Banking Group plc | $57,000 | 0.0% | +4% | — |
New Positions (21)
$ASST Strive, Inc.$739,136$ETSY ETSY INC$468,463$DOW DOW INC.$280,013$Q Qnity Electronics, Inc.$264,682$WDC WESTERN DIGITAL CORP$255,884$APA APA Corp$255,871$MPC Marathon Petroleum Corp$237,832$STX Seagate Technology Holdings plc$237,799$ETN Eaton Corp plc$237,136$STLD STEEL DYNAMICS INC$234,180$UPS UNITED PARCEL SERVICE INC$230,406$SNDK Sandisk Corp$229,994$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$229,235$BHP BHP Group Ltd$229,059$RBC RBC Bearings INC$219,964Exited Positions (16)
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC
$BRO BROWN & BROWN, INC.
$ADBE ADOBE INC.
$GIS GENERAL MILLS INC FIRST TR EXCHANGE TRADED FD
$SE Sea Ltd
$ROL ROLLINS INC
$SAP SAP SE
$APP AppLovin Corp
$SPGI S&P Global Inc.
$CEG Constellation Energy Corp
$PYPL PayPal Holdings, Inc.
$IDXX IDEXX LABORATORIES INC /DE GOLDMAN SACHS ETF TR
$TEL TE Connectivity plcBrowse Top Institutional Investors
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