LYELL WEALTH MANAGEMENT, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1686444
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4B
Holdings
216
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LYELL WEALTH MANAGEMENT, LP disclosed 216 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 7.4% of the equity portfolio, followed by $GOOGL and $GOOG. During the quarter the fund opened 14 new positions and exited 11 — including a new stake in $WM and a full exit from $ZTS. The portfolio is most concentrated in Technology (45.7% of disclosed assets). All figures are sourced directly from LYELL WEALTH MANAGEMENT, LP’s Form 13F-HR filing with the SEC under CIK 1686444.
AI Fund Analysis
Concentrating
$NVDA7.4% weight
Held 9 quarters
$GOOG5.4% weight
Held 9 quarters
$GOOG3.9% weight
Held 9 quarters
$AAPL3.4% weight
Held 9 quarters
$AMZN2.7% weight
Held 9 quarters
$AMZN8 quarters accumulating
$META8 quarters accumulating
VANECK SEMICONDUCTOR ETF
8 quarters accumulating
$MS8 quarters accumulating
$DHI8 quarters accumulating
Sector Allocation
TechnologyOtherIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$101.0M578,932 sh - 80.2#45
Quality
$72.9M254,135 sh - 80.2#45
Quality
$52.3M181,994 sh - 76.1
Quality
$46.8M184,296 sh - 74.6
Quality
$36.5M175,441 sh - 83.7
Quality
$34.2M92,487 sh - 80.9
Quality
$31.5M55,116 sh VANECK SEMICONDUCTOR ETF
—Quality
$29.9M77,905 sh- 67.0
Quality
$29.8M29,874 sh - 35.6
Quality
$29.6M100,578 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $101.0M | 578,932 |
 Alphabet Inc.$GOOGL | 80.2#45 | $72.9M | 254,135 |
| Alphabet Inc.$GOOG | 80.2#45 | $52.3M | 181,994 |
| Apple Inc.$AAPL | 76.1 | $46.8M | 184,296 |
| AMAZON COM INC$AMZN | 74.6 | $36.5M | 175,441 |
 MICROSOFT CORP$MSFT | 83.7 | $34.2M | 92,487 |
| Meta Platforms, Inc.$META | 80.9 | $31.5M | 55,116 |
| VANECK SEMICONDUCTOR ETF | — | $29.9M | 77,905 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $29.8M | 29,874 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $29.6M | 100,578 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LYELL WEALTH MANAGEMENT, LP's 216 positions.
Showing top 10 of 216 holdings.
Sector Allocation
Technology
$621.6M
Other
$203.9M
Industrials
$152.4M
Financials
$138.9M
Consumer Discretionary
$110.0M
Healthcare
$59.4M
Communication Services
$32.5M
Energy
$17.0M
Full Holdings — LYELL WEALTH MANAGEMENT, LP (Q1 2026)
All 216 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 | $NVDA | NVIDIA CORP | $101.0M | 7.4% | -0% | 90.2 |
| 2 | $GOOGL | Alphabet Inc. | $72.9M | 5.4% | +198% | 80.2 |
| 3 | $GOOG | Alphabet Inc. | $52.3M | 3.9% | -0% | 80.2 |
| 4 | $AAPL | Apple Inc. | $46.8M | 3.4% | +0% | 76.1 |
| 5 | $AMZN | AMAZON COM INC | $36.5M | 2.7% | +0% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $34.2M | 2.5% | +0% | 83.7 |
| 7 | $META | Meta Platforms, Inc. | $31.5M | 2.3% | +2% | 80.9 |
| 8 | — | VANECK SEMICONDUCTOR ETF | $29.9M | 2.2% | +0% | — |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $29.8M | 2.2% | +1% | 67 |
| 10 | $JPM | JPMORGAN CHASE & CO | $29.6M | 2.2% | -0% | 35.6 |
| 11 |  $PANW | Palo Alto Networks Inc | $27.3M | 2.0% | +1% | 66.5 |
| 12 |  $ASML | ASML HOLDING NV | $26.6M | 1.9% | -1% | — |
| 13 |  $VRT | Vertiv Holdings Co | $26.3M | 1.9% | -1% | 82.7 |
| 14 |  $CAT | CATERPILLAR INC | $26.2M | 1.9% | -1% | 67.8 |
| 15 |  $APH | AMPHENOL CORP /DE/ | $24.0M | 1.8% | -0% | 80.5 |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $23.0M | 1.7% | -1% | — |
| 17 |  $PWR | QUANTA SERVICES, INC. | $21.8M | 1.6% | +3% | 62.6 |
| 18 |  $NFLX | NETFLIX INC | $20.3M | 1.5% | +2% | 86.7 |
| 19 |  $SHOP | SHOPIFY INC. | $19.6M | 1.4% | +0% | — |
| 20 | $MS | MORGAN STANLEY | $18.1M | 1.3% | +0% | — |
| 21 | $DHI | HORTON D R INC /DE/ | $17.3M | 1.3% | +2% | 54.6 |
| 22 |  $ISRG | INTUITIVE SURGICAL INC | $17.1M | 1.3% | -1% | 81.4 |
| 23 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $17.0M | 1.3% | +1% | 63.7 |
| 24 |  $V | VISA INC. | $16.1M | 1.2% | -2% | 83.5 |
| 25 |  $AMD | ADVANCED MICRO DEVICES INC | $15.8M | 1.2% | +0% | 78.8 |
| 26 |  $WMT | Walmart Inc. | $15.6M | 1.1% | +1% | 63.2 |
| 27 |  $GLD | SPDR GOLD TRUST | $15.5M | 1.1% | -1% | — |
| 28 |  $HD | HOME DEPOT, INC. | $15.1M | 1.1% | -1% | 69.2 |
| 29 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $14.5M | 1.1% | +0% | 74.4 |
| 30 |  $UBER | Uber Technologies, Inc | $14.1M | 1.0% | -0% | 79.3 |
| 31 |  $TOL | Toll Brothers, Inc. | $13.7M | 1.0% | +5% | 68.3 |
| 32 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $13.5M | 1.0% | +7% | — |
| 33 |  $IDXX | IDEXX LABORATORIES INC /DE | $12.7M | 0.9% | -3% | 73.6 |
| 34 |  $INTU | INTUIT INC. | $12.5M | 0.9% | -13% | 82 |
| 35 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $12.4M | 0.9% | +2% | — |
| 36 |  $AVGO | Broadcom Inc. | $12.3M | 0.9% | +73% | 86.4 |
| 37 |  $SPY | SPDR S&P 500 ETF TRUST | $12.2M | 0.9% | +17% | — |
| 38 |  $SYK | STRYKER CORP | $12.1M | 0.9% | -9% | 69.8 |
| 39 |  $NOW | ServiceNow, Inc. | $12.0M | 0.9% | -12% | 76 |
| 40 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $11.7M | 0.9% | +4% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.5M | 0.8% | +3% | 64.5 |
| 42 |  $HON | HONEYWELL INTERNATIONAL INC | $11.5M | 0.8% | +4% | 65.7 |
| 43 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $11.3M | 0.8% | -6% | — |
| 44 |  $NET | Cloudflare, Inc. | $11.1M | 0.8% | +3% | 52.6 |
| 45 |  $DE | DEERE & CO | $10.9M | 0.8% | +2% | 57.4 |
| 46 |  $WM | WASTE MANAGEMENT INC | $10.8M | 0.8% | NEW | 70.7 |
| 47 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10.2M | 0.8% | +3% | — |
| 48 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $9.8M | 0.7% | +6% | — |
| 49 |  $MA | Mastercard Inc | $9.8M | 0.7% | -2% | 81.7 |
| 50 |  $SNOW | Snowflake Inc. | $9.6M | 0.7% | +5% | 49.6 |
| 51 |  $EXTR | EXTREME NETWORKS INC | $8.8M | 0.7% | +0% | 52 |
| 52 |  $TMUS | T-Mobile US, Inc. | $8.8M | 0.6% | +2% | 72.7 |
| 53 |  $TJX | TJX COMPANIES INC /DE/ | $8.8M | 0.6% | +262% | 70.7 |
| 54 |  $BLK | BlackRock, Inc. | $8.2M | 0.6% | +2% | 70.3 |
| 55 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $8.0M | 0.6% | +26% | — |
| 56 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $7.3M | 0.5% | +5% | — |
| 57 |  $UNP | UNION PACIFIC CORP | $7.3M | 0.5% | -4% | 74 |
| 58 |  $FCX | FREEPORT-MCMORAN INC | $7.1M | 0.5% | -2% | 73.1 |
| 59 | — | VANGUARD S&P 500 ETF | $6.9M | 0.5% | -1% | — |
| 60 | — | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $6.7M | 0.5% | +2% | — |
| 61 |  $VEEV | VEEVA SYSTEMS INC | $6.6M | 0.5% | -31% | 77.8 |
| 62 |  $ABT | ABBOTT LABORATORIES | $6.6M | 0.5% | -2% | 67 |
| 63 |  $OWL | BLUE OWL CAPITAL INC. | $6.6M | 0.5% | +5% | 59.4 |
| 64 |  $CVX | CHEVRON CORP | $5.2M | 0.4% | -5% | 54.7 |
| 65 | — | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $4.7M | 0.3% | +4% | — |
| 66 |  $DELL | Dell Technologies Inc. | $4.5M | 0.3% | NEW | 76 |
| 67 | — | ISHARES CORE S&P SMALL CAP ETF | $4.4M | 0.3% | +86% | — |
| 68 |  $DLR | DIGITAL REALTY TRUST, INC. | $4.3M | 0.3% | -60% | 70.2 |
| 69 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $4.2M | 0.3% | -6% | — |
| 70 |  $GWRE | Guidewire Software, Inc. | $4.0M | 0.3% | -0% | 66.2 |
| 71 |  $WDAY | Workday, Inc. | $3.8M | 0.3% | -59% | 74.2 |
| 72 |  $OUNZ | VanEck Merk Gold ETF | $3.8M | 0.3% | +35% | — |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.6M | 0.3% | -17% | 68.4 |
| 74 | — | ISHARES CORE S&P 500 ETF | $3.6M | 0.3% | -2% | — |
| 75 |  $XOM | EXXON MOBIL CORP | $3.4M | 0.3% | +0% | 61.8 |
| 76 | — | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $3.4M | 0.3% | +56% | — |
| 77 |  $SLB | SLB LIMITED/NV | $3.3M | 0.2% | -1% | 63.2 |
| 78 |  $ICE | Intercontinental Exchange, Inc. | $3.3M | 0.2% | +730% | 73.8 |
| 79 |  $IVZ | Invesco Ltd. | $3.3M | 0.2% | +6% | — |
| 80 |  $DIS | Walt Disney Co | $3.2M | 0.2% | -5% | 68.9 |
| 81 |  $LEN | LENNAR CORP /NEW/ | $3.0M | 0.2% | -56% | 49.2 |
| 82 | — | ISHARES BIOTECHNOLOGY ETF | $3.0M | 0.2% | +62% | — |
| 83 |  $CRM | Salesforce, Inc. | $2.9M | 0.2% | -71% | 75.2 |
| 84 |  $NDAQ | NASDAQ, INC. | $2.7M | 0.2% | NEW | 78.5 |
| 85 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.7M | 0.2% | -2% | — |
| 86 | — | SCHWAB INTERNATIONAL EQUITY ETF | $2.5M | 0.2% | +80% | — |
| 87 |  $LLY | ELI LILLY & Co | $2.5M | 0.2% | +0% | 89.3 |
| 88 | — | ISHARES TIPS BOND ETF | $2.4M | 0.2% | -11% | — |
| 89 | — | ISHARES RUSSELL 2000 ETF | $2.4M | 0.2% | +2% | — |
| 90 |  $COP | CONOCOPHILLIPS | $2.2M | 0.2% | -12% | 74.8 |
| 91 | — | ISHARES CORE S&P MID-CAP ETF | $2.2M | 0.2% | -3% | — |
| 92 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.1% | +5% | 72.8 |
| 93 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.1% | -24% | — |
| 94 |  $BALL | BALL Corp | $2.0M | 0.1% | +32% | 54.2 |
| 95 |  $TSLA | Tesla, Inc. | $1.9M | 0.1% | -3% | 50.1 |
| 96 | — | ISHARES MSCI EAFE ETF | $1.9M | 0.1% | +17% | — |
| 97 | — | STATE STREET SPDR S&P BIOTECH ETF | $1.6M | 0.1% | +152% | — |
| 98 |  $RTX | RTX Corp | $1.6M | 0.1% | +0% | 70 |
| 99 | — | ISHARES MSCI EMERGING MARKETS ETF | $1.5M | 0.1% | +8% | — |
| 100 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.1% | +3% | 63.5 |
| 101 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1.5M | 0.1% | +0% | — |
| 102 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.1% | +0% | 73.2 |
| 103 |  $JCI | Johnson Controls International plc | $1.4M | 0.1% | +0% | — |
| 104 |  $TEL | TE Connectivity plc | $1.3M | 0.1% | +0% | — |
| 105 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $1.3M | 0.1% | +20% | — |
| 106 | — | ISHARES U.S. HOME CONSTRUCTION ETF | $1.3M | 0.1% | +6% | — |
| 107 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.3M | 0.1% | -3% | 60.5 |
| 108 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.3M | 0.1% | +5% | — |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.1% | +3% | 72.3 |
| 110 |  $CRVL | CORVEL CORP | $1.3M | 0.1% | +0% | 69 |
| 111 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -2% | 62.7 |
| 112 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.1% | -1% | — |
| 113 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -59% | 88.4 |
| 114 |  $CSX | CSX CORP | $1.1M | 0.1% | +0% | 66.4 |
| 115 | — | ISHARES RUSSELL 1000 GROWTH ETF | $1.1M | 0.1% | -19% | — |
| 116 | — | ISHARES RUSSELL MIDCAP ETF | $1.1M | 0.1% | -7% | — |
| 117 |  $RDDT | Reddit, Inc. | $1.1M | 0.1% | +0% | 79.3 |
| 118 |  $DXCM | DEXCOM INC | $1.0M | 0.1% | -22% | 77.9 |
| 119 |  $GILD | GILEAD SCIENCES, INC. | $1.0M | 0.1% | +0% | 77.8 |
| 120 |  $LRCX | LAM RESEARCH CORP | $949,932 | 0.1% | +0% | 82.4 |
| 121 |  $TRGP | Targa Resources Corp. | $940,990 | 0.1% | -1% | 70 |
| 122 |  $TTD | Trade Desk, Inc. | $907,600 | 0.1% | +0% | 72.2 |
| 123 |  $BKNG | Booking Holdings Inc. | $905,219 | 0.1% | +136% | 55.3 |
| 124 |  $MDT | Medtronic plc | $865,634 | 0.1% | -2% | — |
| 125 |  $PG | PROCTER & GAMBLE Co | $833,130 | 0.1% | -4% | 72.9 |
| 126 |  $SCHW | SCHWAB CHARLES CORP | $759,170 | 0.1% | +0% | 77.2 |
| 127 | — | ISHARES SEMICONDUCTOR ETF | $758,876 | 0.1% | NEW | — |
| 128 | — | STATE STREET SPDR S&P HOMEBUILDERS ETF | $735,760 | 0.1% | -9% | — |
| 129 |  $LMT | LOCKHEED MARTIN CORP | $726,477 | 0.1% | -4% | 65 |
| 130 |  $COHR | COHERENT CORP. | $714,630 | 0.1% | +0% | 64 |
| 131 | — | SCHWAB US DIVIDEND EQUITY ETF | $697,326 | 0.1% | +0% | — |
| 132 |  $ORCL | ORACLE CORP | $688,769 | 0.1% | +1% | 67.2 |
| 133 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $683,297 | 0.1% | +3% | 66.7 |
| 134 |  $MRK | Merck & Co., Inc. | $682,646 | 0.1% | +6% | 70.9 |
| 135 | — | ISHARES CORE MSCI EAFE ETF | $675,716 | 0.1% | +3% | — |
| 136 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND | $668,858 | 0.1% | -12% | — |
| 137 | — | VANECK OIL SERVICES ETF | $646,569 | 0.1% | -4% | — |
| 138 |  $SBUX | STARBUCKS CORP | $642,092 | 0.1% | -13% | 54.6 |
| 139 | — | VANGUARD SMALL-CAP ETF | $630,703 | 0.1% | +0% | — |
| 140 |  $AMP | AMERIPRISE FINANCIAL INC | $618,605 | 0.1% | +0% | 70.2 |
| 141 |  $TRV | TRAVELERS COMPANIES, INC. | $614,278 | 0.1% | +62% | 71.5 |
| 142 |  $DASH | DoorDash, Inc. | $604,654 | 0.0% | -27% | 70.6 |
| 143 |  $TXN | TEXAS INSTRUMENTS INC | $594,263 | 0.0% | +2% | 70.4 |
| 144 |  $AMGN | AMGEN INC | $585,478 | 0.0% | +6% | 79.5 |
| 145 |  $AMAT | APPLIED MATERIALS INC /DE | $580,730 | 0.0% | +46% | 74.8 |
| 146 |  $GS | GOLDMAN SACHS GROUP INC | $563,429 | 0.0% | +2% | — |
| 147 | — | VANGUARD MID-CAP ETF | $547,939 | 0.0% | +0% | — |
| 148 | — | VANGUARD TOTAL STOCK MARKET ETF | $529,978 | 0.0% | +0% | — |
| 149 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $528,346 | 0.0% | +0% | — |
| 150 |  $ETN | Eaton Corp plc | $490,366 | 0.0% | +20% | — |
| 151 | — | VANGUARD FTSE EUROPE ETF | $482,298 | 0.0% | +0% | — |
| 152 |  $NKE | NIKE, Inc. | $477,387 | 0.0% | -25% | 53.4 |
| 153 |  $AME | AMETEK INC/ | $477,380 | 0.0% | +0% | 74.2 |
| 154 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $471,575 | 0.0% | -54% | — |
| 155 |  $PLTR | Palantir Technologies Inc. | $471,460 | 0.0% | +1% | 85.8 |
| 156 |  $KO | COCA COLA CO | $469,076 | 0.0% | +0% | 74 |
| 157 |  $DHR | DANAHER CORP /DE/ | $464,141 | 0.0% | +0% | 63.9 |
| 158 |  $GEV | GE Vernova Inc. | $461,764 | 0.0% | +0% | 70.1 |
| 159 |  $IBIT | iShares Bitcoin Trust ETF | $448,592 | 0.0% | -10% | — |
| 160 |  $GE | GENERAL ELECTRIC CO | $444,100 | 0.0% | -0% | 74.8 |
| 161 |  $KMI | KINDER MORGAN, INC. | $440,417 | 0.0% | +0% | 74.6 |
| 162 |  $MELI | MERCADOLIBRE INC | $428,797 | 0.0% | +0% | 77.5 |
| 163 |  $AXON | AXON ENTERPRISE, INC. | $428,512 | 0.0% | -0% | 55.6 |
| 164 |  $ABBV | AbbVie Inc. | $428,020 | 0.0% | +0% | 59.3 |
| 165 |  $TT | Trane Technologies plc | $408,405 | 0.0% | +5% | — |
| 166 | — | VANGUARD GROWTH ETF | $406,737 | 0.0% | +25% | — |
| 167 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $390,552 | 0.0% | -1% | — |
| 168 | — | VANGUARD DIVIDEND APPRECIATION ETF | $389,259 | 0.0% | +0% | — |
| 169 |  $NSC | NORFOLK SOUTHERN CORP | $385,728 | 0.0% | +0% | 70.8 |
| 170 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $373,217 | 0.0% | -94% | 77.6 |
| 171 | — | ISHARES MSCI TAIWAN ETF | $363,465 | 0.0% | +0% | — |
| 172 | — | ISHARES MSCI JAPAN ETF | $348,568 | 0.0% | +0% | — |
| 173 | — | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $343,753 | 0.0% | +0% | — |
| 174 |  $ANET | Arista Networks, Inc. | $341,942 | 0.0% | -1% | 86 |
| 175 |  $BMY | BRISTOL MYERS SQUIBB CO | $339,337 | 0.0% | +0% | 70.1 |
| 176 |  $ENB | ENBRIDGE INC | $336,751 | 0.0% | +0% | — |
| 177 | — | ISHARES RUSSELL 3000 ETF | $333,612 | 0.0% | -22% | — |
| 178 |  $ILMN | ILLUMINA, INC. | $328,241 | 0.0% | +0% | 62.5 |
| 179 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $310,387 | 0.0% | +28% | 57.4 |
| 180 |  $IAU | ISHARES GOLD TRUST | $310,059 | 0.0% | +0% | — |
| 181 |  $ITW | ILLINOIS TOOL WORKS INC | $293,160 | 0.0% | NEW | 71.2 |
| 182 | — | ISHARES S&P 100 ETF | $292,883 | 0.0% | +0% | — |
| 183 | — | ISHARES S&P MID-CAP 400 GROWTH ETF | $289,283 | 0.0% | +0% | — |
| 184 | $IVZ | Invesco Ltd. | $288,701 | 0.0% | +0% | — |
| 185 | — | ISHARES 1-3 YEAR TREASURY BOND ETF | $288,334 | 0.0% | +7% | — |
| 186 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $287,168 | 0.0% | NEW | 66.4 |
| 187 |  $PRCT | PROCEPT BioRobotics Corp | $286,114 | 0.0% | +0% | 34.8 |
| 188 | — | VANGUARD REAL ESTATE ETF | $278,962 | 0.0% | -34% | — |
| 189 |  $PH | Parker-Hannifin Corp | $275,734 | 0.0% | +0% | 73.8 |
| 190 |  $AZN | ASTRAZENECA PLC | $271,572 | 0.0% | -50% | — |
| 191 |  $EQIX | EQUINIX INC | $269,566 | 0.0% | -2% | 61.4 |
| 192 |  $LNG | Cheniere Energy, Inc. | $263,329 | 0.0% | NEW | 48.4 |
| 193 |  $CI | Cigna Group | $258,748 | 0.0% | +0% | 66.8 |
| 194 |  $CVS | CVS HEALTH Corp | $252,232 | 0.0% | +0% | 51.3 |
| 195 |  $TCOM | Trip.com Group Ltd | $252,037 | 0.0% | -2% | — |
| 196 | — | COLUMBIA INDIA CONSUMER ETF | $248,025 | 0.0% | +0% | — |
| 197 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $237,906 | 0.0% | +0% | — |
| 198 |  $C | CITIGROUP INC | $237,140 | 0.0% | +1% | 54.8 |
| 199 | — | ALERIAN MLP ETF | $236,880 | 0.0% | +0% | — |
| 200 |  $INTC | INTEL CORP | $230,800 | 0.0% | NEW | 41.5 |
| 201 | — | ISHARES MSCI NETHERLANDS ETF | $229,465 | 0.0% | +0% | — |
| 202 |  $NEE | NEXTERA ENERGY INC | $223,191 | 0.0% | NEW | 71.7 |
| 203 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $219,681 | 0.0% | NEW | — |
| 204 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $217,898 | 0.0% | +0% | — |
| 205 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $214,957 | 0.0% | +0% | 70.9 |
| 206 |  $NVS | NOVARTIS AG | $214,614 | 0.0% | NEW | — |
| 207 | — | INVESCO RAFI US 1500 SMALL-MID ETF | $214,388 | 0.0% | -31% | — |
| 208 |  $AZO | AUTOZONE INC | $212,800 | 0.0% | +0% | 66.5 |
| 209 |  $DJP | BARCLAYS BANK PLC | $210,372 | 0.0% | NEW | — |
| 210 | — | BNY MELLON MUNICIPAL SHORT DURATION ETF | $204,605 | 0.0% | NEW | — |
| 211 |  $VZ | VERIZON COMMUNICATIONS INC | $203,059 | 0.0% | NEW | 71.6 |
| 212 | — | SCHWAB U.S. BROAD MARKET ETF | $202,215 | 0.0% | +0% | — |
| 213 |  $ET | Energy Transfer LP | $199,755 | 0.0% | +0% | 64.5 |
| 214 |  $AESI | Atlas Energy Solutions Inc. | $193,730 | 0.0% | +0% | 29.9 |
| 215 |  $GRAB | Grab Holdings Ltd | $173,850 | 0.0% | +4% | — |
| 216 |  $SANA | Sana Biotechnology, Inc. | $30,240 | 0.0% | +0% | — |
New Positions (14)
$WM WASTE MANAGEMENT INC$10.8M$DELL Dell Technologies Inc.$4.5M$NDAQ NASDAQ, INC.$2.7M ISHARES SEMICONDUCTOR ETF$758,876
$ITW ILLINOIS TOOL WORKS INC$293,160$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$287,168$LNG Cheniere Energy, Inc.$263,329$INTC INTEL CORP$230,800$NEE NEXTERA ENERGY INC$223,191 SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$219,681
$NVS NOVARTIS AG$214,614$DJP BARCLAYS BANK PLC$210,372 BNY MELLON MUNICIPAL SHORT DURATION ETF$204,605
$VZ VERIZON COMMUNICATIONS INC$203,059
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