Shepherd Financial Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696628
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
240
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Shepherd Financial Partners LLC disclosed 240 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.3% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 10 — including a new stake in $TDY and a full exit from $COIN. The portfolio is most concentrated in Other (65.8% of disclosed assets). All figures are sourced directly from Shepherd Financial Partners LLC’s Form 13F-HR filing with the SEC under CIK 1696628.
AI Fund Analysis
Concentrating
$SPY6.3% weight
Held 9 quarters
SPDR SERIES TRUST
5.6% weight
Held 9 quarters
ISHARES TR
5.0% weight
Held 9 quarters
BLACKROCK ETF TRUST
4.6% weight
Held 5 quarters
ISHARES TR
4.2% weight
Held 9 quarters
$ABBV8 quarters accumulating
$ED8 quarters accumulating
$CVX8 quarters accumulating
$IVZ8 quarters accumulating
$GS7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$66.1M101,693 sh SPDR SERIES TRUST
—Quality
$59.0M746,648 shISHARES TR
—Quality
$53.1M586,787 shBLACKROCK ETF TRUST
—Quality
$48.3M831,001 shISHARES TR
—Quality
$44.3M67,819 shSPDR SERIES TRUST
—Quality
$40.3M712,981 shSPDR SERIES TRUST
—Quality
$39.7M405,208 shISHARES INC
—Quality
$37.6M538,869 sh- 76.1
Quality
$33.4M131,636 sh SPDR SERIES TRUST
—Quality
$26.7M1,016,514 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $66.1M | 101,693 |
| SPDR SERIES TRUST | — | $59.0M | 746,648 |
| ISHARES TR | — | $53.1M | 586,787 |
| BLACKROCK ETF TRUST | — | $48.3M | 831,001 |
| ISHARES TR | — | $44.3M | 67,819 |
| SPDR SERIES TRUST | — | $40.3M | 712,981 |
| SPDR SERIES TRUST | — | $39.7M | 405,208 |
| ISHARES INC | — | $37.6M | 538,869 |
 Apple Inc.$AAPL | 76.1 | $33.4M | 131,636 |
| SPDR SERIES TRUST | — | $26.7M | 1,016,514 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Shepherd Financial Partners LLC's 240 positions.
Showing top 10 of 240 holdings.
Sector Allocation
Other
$693.1M
Technology
$130.1M
Financials
$82.3M
Consumer Discretionary
$37.7M
Industrials
$32.3M
Healthcare
$27.2M
Energy
$19.7M
Utilities
$12.5M
Full Holdings — Shepherd Financial Partners LLC (Q1 2026)
All 240 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 | $66.1M | 6.3% | -0% | — |
| 2 | — | SPDR SERIES TRUST | $59.0M | 5.6% | +4% | — |
| 3 | — | ISHARES TR | $53.1M | 5.0% | +30% | — |
| 4 | — | BLACKROCK ETF TRUST | $48.3M | 4.6% | +4% | — |
| 5 | — | ISHARES TR | $44.3M | 4.2% | +47% | — |
| 6 | — | SPDR SERIES TRUST | $40.3M | 3.8% | +3% | — |
| 7 | — | SPDR SERIES TRUST | $39.7M | 3.8% | +6% | — |
| 8 | — | ISHARES INC | $37.6M | 3.6% | -8% | — |
| 9 | $AAPL | Apple Inc. | $33.4M | 3.2% | -1% | 76.1 |
| 10 | — | SPDR SERIES TRUST | $26.7M | 2.5% | +8% | — |
| 11 | — | ISHARES TR | $24.4M | 2.3% | +2% | — |
| 12 | — | BLACKROCK ETF TRUST | $20.5M | 1.9% | +25% | — |
| 13 | — | SPDR SERIES TRUST | $18.2M | 1.7% | -2% | — |
| 14 | — | SPDR SERIES TRUST | $17.5M | 1.7% | -2% | — |
| 15 |  $AMZN | AMAZON COM INC | $17.3M | 1.6% | -2% | 74.6 |
| 16 |  $GOOGL | Alphabet Inc. | $17.3M | 1.6% | -3% | 80.2 |
| 17 |  $NVDA | NVIDIA CORP | $16.7M | 1.6% | -2% | 90.2 |
| 18 | — | GLOBAL X FDS | $16.2M | 1.5% | +41% | — |
| 19 | — | ISHARES TR | $15.0M | 1.4% | +4% | — |
| 20 |  $MSFT | MICROSOFT CORP | $14.9M | 1.4% | +4% | 83.7 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $13.6M | 1.3% | -2% | 35.6 |
| 22 | — | BLACKROCK ETF TRUST | $13.3M | 1.3% | +5% | — |
| 23 | — | ISHARES TR | $12.8M | 1.2% | -2% | — |
| 24 | — | VANGUARD INDEX FDS | $11.8M | 1.1% | -3% | — |
| 25 |  $IAU | ISHARES GOLD TRUST | $11.7M | 1.1% | -29% | — |
| 26 | — | SELECT SECTOR SPDR TR | $11.4M | 1.1% | -1% | — |
| 27 | — | ISHARES TR | $10.3M | 1.0% | +8729% | — |
| 28 | — | ISHARES TR | $10.0M | 0.9% | -1% | — |
| 29 |  $AVGO | Broadcom Inc. | $10.0M | 0.9% | -4% | 86.4 |
| 30 | $IVZ | Invesco Ltd. | $9.8M | 0.9% | +110% | — |
| 31 |  $GOOG | Alphabet Inc. | $9.3M | 0.9% | +0% | 80.2 |
| 32 |  $RTX | RTX Corp | $9.2M | 0.9% | -1% | 70 |
| 33 |  $LLY | ELI LILLY & Co | $8.9M | 0.8% | -1% | 89.3 |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.7M | 0.7% | -0% | — |
| 35 |  $V | VISA INC. | $7.6M | 0.7% | -7% | 83.5 |
| 36 |  $VLO | VALERO ENERGY CORP/TX | $7.1M | 0.7% | -1% | 51.4 |
| 37 | — | SPDR SERIES TRUST | $6.7M | 0.6% | -1% | — |
| 38 |  $META | Meta Platforms, Inc. | $6.5M | 0.6% | -1% | 80.9 |
| 39 | — | ISHARES TR | $6.3M | 0.6% | +1789% | — |
| 40 |  $WMT | Walmart Inc. | $6.2M | 0.6% | -0% | 63.2 |
| 41 | $ABBV | AbbVie Inc. | $5.7M | 0.5% | +0% | 59.3 |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $5.6M | 0.5% | -1% | 65 |
| 43 | — | VANGUARD STAR FDS | $5.6M | 0.5% | +16% | — |
| 44 | $GS | GOLDMAN SACHS GROUP INC | $5.4M | 0.5% | +10% | — |
| 45 |  $BLK | BlackRock, Inc. | $4.8M | 0.5% | -1% | 70.3 |
| 46 | — | ISHARES TR | $4.7M | 0.4% | +5% | — |
| 47 |  $CAT | CATERPILLAR INC | $4.6M | 0.4% | -0% | 67.8 |
| 48 |  $HON | HONEYWELL INTERNATIONAL INC | $4.2M | 0.4% | -1% | 65.7 |
| 49 |  $XOM | EXXON MOBIL CORP | $4.2M | 0.4% | +14% | 61.8 |
| 50 |  $KO | COCA COLA CO | $4.1M | 0.4% | -1% | 74 |
| 51 |  $MRK | Merck & Co., Inc. | $4.0M | 0.4% | -1% | 70.9 |
| 52 | $IVZ | Invesco Ltd. | $3.9M | 0.4% | -11% | — |
| 53 | — | VANGUARD TAX-MANAGED FDS | $3.9M | 0.4% | -5% | — |
| 54 |  $CRH | CRH PUBLIC LTD CO | $3.8M | 0.4% | +2% | — |
| 55 |  $DUK | Duke Energy CORP | $3.7M | 0.3% | -2% | 64 |
| 56 |  $TSLA | Tesla, Inc. | $3.6M | 0.3% | -3% | 50.1 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.3% | -0% | 67 |
| 58 | — | ISHARES TR | $3.4M | 0.3% | -48% | — |
| 59 |  $PGR | PROGRESSIVE CORP/OH/ | $3.4M | 0.3% | -1% | 83.6 |
| 60 |  $BX | Blackstone Inc. | $3.3M | 0.3% | -12% | 68 |
| 61 | — | BLACKROCK ETF TRUST II | $3.3M | 0.3% | -47% | — |
| 62 |  $HD | HOME DEPOT, INC. | $3.0M | 0.3% | -4% | 69.2 |
| 63 |  $NEE | NEXTERA ENERGY INC | $3.0M | 0.3% | -1% | 71.7 |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.9M | 0.3% | -0% | 68.4 |
| 65 |  $MCD | MCDONALDS CORP | $2.9M | 0.3% | -0% | 73.9 |
| 66 | — | SELECT SECTOR SPDR TR | $2.8M | 0.3% | -1% | — |
| 67 | — | VANGUARD INDEX FDS | $2.7M | 0.3% | +0% | — |
| 68 | — | ISHARES TR | $2.7M | 0.3% | -5% | — |
| 69 |  $PG | PROCTER & GAMBLE Co | $2.6M | 0.3% | -2% | 72.9 |
| 70 |  $EOG | EOG RESOURCES INC | $2.5M | 0.2% | -1% | 71.1 |
| 71 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.2% | -2% | 72.8 |
| 72 | — | ISHARES TR | $2.3M | 0.2% | +0% | — |
| 73 | — | SPDR SERIES TRUST | $2.3M | 0.2% | -0% | — |
| 74 | — | ISHARES TR | $2.1M | 0.2% | -93% | — |
| 75 |  $SBUX | STARBUCKS CORP | $2.1M | 0.2% | -1% | 54.6 |
| 76 | — | ISHARES TR | $2.1M | 0.2% | +403% | — |
| 77 | — | ISHARES TR | $1.9M | 0.2% | -0% | — |
| 78 |  $MA | Mastercard Inc | $1.8M | 0.2% | -1% | 81.7 |
| 79 | — | SELECT SECTOR SPDR TR | $1.8M | 0.2% | -1% | — |
| 80 | — | VANGUARD INDEX FDS | $1.8M | 0.2% | +49% | — |
| 81 |  $ETR | ENTERGY CORP /DE/ | $1.8M | 0.2% | +0% | 65.1 |
| 82 | — | VANGUARD INDEX FDS | $1.8M | 0.2% | -7% | — |
| 83 |  $COR | Cencora, Inc. | $1.7M | 0.2% | +0% | 59.6 |
| 84 | $ED | CONSOLIDATED EDISON INC | $1.7M | 0.2% | +0% | 71.6 |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.2% | -0% | 64.5 |
| 86 |  $DHR | DANAHER CORP /DE/ | $1.7M | 0.2% | -2% | 63.9 |
| 87 | — | ISHARES TR | $1.6M | 0.1% | -41% | — |
| 88 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.6M | 0.1% | -3% | 70.2 |
| 89 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.1% | -1% | 55 |
| 90 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.1% | -4% | — |
| 91 |  $AMGN | AMGEN INC | $1.5M | 0.1% | +0% | 79.5 |
| 92 |  $QCOM | QUALCOMM INC/DE | $1.5M | 0.1% | -2% | 81.9 |
| 93 | — | VANGUARD WORLD FD | $1.5M | 0.1% | +0% | — |
| 94 |  $LPLA | LPL Financial Holdings Inc. | $1.4M | 0.1% | +0% | 61.8 |
| 95 | — | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.1% | +8% | — |
| 96 |  $WMB | WILLIAMS COMPANIES, INC. | $1.4M | 0.1% | +0% | 72.8 |
| 97 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.1% | -1% | 72.3 |
| 98 |  $BSX | BOSTON SCIENTIFIC CORP | $1.3M | 0.1% | -2% | 79.9 |
| 99 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | +1% | — |
| 100 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | +0% | — |
| 101 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | -35% | 67.2 |
| 102 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.1% | -1% | 78.8 |
| 103 |  $MU | MICRON TECHNOLOGY INC | $1.2M | 0.1% | -16% | 88.4 |
| 104 |  $CRM | Salesforce, Inc. | $1.2M | 0.1% | -19% | 75.2 |
| 105 | $CVX | CHEVRON CORP | $1.2M | 0.1% | +1% | 54.7 |
| 106 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.1% | -1% | 85.8 |
| 107 |  $PEP | PEPSICO INC | $1.1M | 0.1% | +0% | 62.7 |
| 108 |  $MPC | Marathon Petroleum Corp | $1.1M | 0.1% | +0% | 50.7 |
| 109 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.1% | -1% | 74.8 |
| 110 |  $ICE | Intercontinental Exchange, Inc. | $1.1M | 0.1% | -2% | 73.8 |
| 111 |  $GEV | GE Vernova Inc. | $1.0M | 0.1% | -2% | 70.1 |
| 112 |  $SPGI | S&P Global Inc. | $993,339 | 0.1% | -3% | 79.4 |
| 113 |  $ADBE | ADOBE INC. | $985,205 | 0.1% | -9% | 80.4 |
| 114 | $META | Meta Platforms, Inc. | $969,682 | 0.1% | -7% | 80.9 |
| 115 | — | BLACKROCK ETF TRUST II | $966,395 | 0.1% | -82% | — |
| 116 | — | VANGUARD WORLD FD | $957,324 | 0.1% | +0% | — |
| 117 | — | ISHARES TR | $936,682 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $935,993 | 0.1% | +6% | — |
| 119 |  $CMI | CUMMINS INC | $921,143 | 0.1% | +0% | 58.9 |
| 120 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $905,260 | 0.1% | +0% | 60.9 |
| 121 |  $USB | US BANCORP DE | $893,240 | 0.1% | +1% | 71.4 |
| 122 |  $FN | Fabrinet | $887,632 | 0.1% | -2% | 72.4 |
| 123 | — | ISHARES TR | $886,715 | 0.1% | +117% | — |
| 124 |  $SO | SOUTHERN CO | $866,182 | 0.1% | -7% | 65.1 |
| 125 |  $LRCX | LAM RESEARCH CORP | $853,808 | 0.1% | -2% | 82.4 |
| 126 |  $GLDM | World Gold Trust | $845,149 | 0.1% | +2% | — |
| 127 | — | ISHARES TR | $801,422 | 0.1% | +36% | — |
| 128 | — | ISHARES TR | $788,549 | 0.1% | +0% | — |
| 129 | — | ISHARES TR | $763,742 | 0.1% | -0% | — |
| 130 | — | SPDR SERIES TRUST | $762,922 | 0.1% | +1% | — |
| 131 |  $C | CITIGROUP INC | $727,119 | 0.1% | +0% | 54.8 |
| 132 |  $WM | WASTE MANAGEMENT INC | $717,030 | 0.1% | -7% | 70.7 |
| 133 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $706,138 | 0.1% | +2% | — |
| 134 | — | ISHARES TR | $694,159 | 0.1% | +225% | — |
| 135 | — | ISHARES TR | $676,949 | 0.1% | -8% | — |
| 136 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $676,493 | 0.1% | -3% | 63.2 |
| 137 |  $DPZ | DOMINOS PIZZA INC | $668,668 | 0.1% | -2% | 69.8 |
| 138 |  $COP | CONOCOPHILLIPS | $667,442 | 0.1% | +0% | 74.8 |
| 139 |  $MS | MORGAN STANLEY | $666,566 | 0.1% | -2% | — |
| 140 |  $ITW | ILLINOIS TOOL WORKS INC | $661,407 | 0.1% | +0% | 71.2 |
| 141 |  $ANET | Arista Networks, Inc. | $655,278 | 0.1% | -2% | 86 |
| 142 |  $ETN | Eaton Corp plc | $652,265 | 0.1% | +0% | — |
| 143 | — | ISHARES TR | $641,576 | 0.1% | -3% | — |
| 144 | $IVZ | Invesco Ltd. | $617,203 | 0.1% | +0% | — |
| 145 |  $STAG | STAG Industrial, Inc. | $613,995 | 0.1% | +0% | 67.8 |
| 146 |  $TXN | TEXAS INSTRUMENTS INC | $601,534 | 0.1% | +0% | 70.4 |
| 147 | — | SPDR INDEX SHS FDS | $593,358 | 0.1% | +0% | — |
| 148 | — | SELECT SECTOR SPDR TR | $568,430 | 0.1% | +2% | — |
| 149 | — | VANGUARD INDEX FDS | $560,371 | 0.1% | +1% | — |
| 150 |  $TFC | TRUIST FINANCIAL CORP | $557,061 | 0.1% | +1% | — |
| 151 | — | J P MORGAN EXCHANGE TRADED F | $545,040 | 0.1% | +0% | — |
| 152 |  $BILL | BILL Holdings, Inc. | $537,081 | 0.1% | +0% | 56.8 |
| 153 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $533,448 | 0.1% | +1% | 66.4 |
| 154 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $527,330 | 0.1% | +0% | — |
| 155 |  $AZO | AUTOZONE INC | $523,556 | 0.1% | -1% | 66.5 |
| 156 |  $NFLX | NETFLIX INC | $521,047 | 0.1% | +1% | 86.7 |
| 157 |  $ZS | Zscaler, Inc. | $514,585 | 0.1% | -7% | 57.9 |
| 158 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $495,903 | 0.1% | +0% | 70.9 |
| 159 | — | SSGA ACTIVE ETF TR | $480,278 | 0.1% | -3% | — |
| 160 | — | ISHARES TR | $473,663 | 0.0% | -4% | — |
| 161 |  $MDT | Medtronic plc | $460,888 | 0.0% | +0% | — |
| 162 |  $ACN | Accenture plc | $460,669 | 0.0% | -59% | — |
| 163 |  $ENB | ENBRIDGE INC | $456,193 | 0.0% | +0% | — |
| 164 | — | SCHWAB STRATEGIC TR | $454,305 | 0.0% | +0% | — |
| 165 | — | SPDR SERIES TRUST | $442,687 | 0.0% | +0% | — |
| 166 | — | VANGUARD SPECIALIZED FUNDS | $442,402 | 0.0% | +0% | — |
| 167 |  $GILD | GILEAD SCIENCES, INC. | $438,040 | 0.0% | +0% | 77.8 |
| 168 |  $DAL | DELTA AIR LINES, INC. | $436,707 | 0.0% | -3% | 64.4 |
| 169 | — | ISHARES TR | $435,334 | 0.0% | +0% | — |
| 170 |  $INTC | INTEL CORP | $432,509 | 0.0% | +1% | 41.5 |
| 171 |  $CCZ | COMCAST CORP | $426,026 | 0.0% | +3% | 70.4 |
| 172 | — | VANGUARD INDEX FDS | $423,066 | 0.0% | -3% | — |
| 173 | — | VANGUARD WORLD FD | $418,514 | 0.0% | +8% | — |
| 174 | $IVZ | Invesco Ltd. | $413,876 | 0.0% | +0% | — |
| 175 |  $LOW | LOWES COMPANIES INC | $411,729 | 0.0% | -0% | 63.5 |
| 176 |  $GLD | SPDR GOLD TRUST | $409,206 | 0.0% | -0% | — |
| 177 | — | VANGUARD INDEX FDS | $405,452 | 0.0% | +0% | — |
| 178 |  $PFE | PFIZER INC | $394,024 | 0.0% | +1% | 69 |
| 179 | — | SSGA ACTIVE ETF TR | $385,824 | 0.0% | +14% | — |
| 180 |  $ET | Energy Transfer LP | $383,820 | 0.0% | -11% | 64.5 |
| 181 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $380,212 | 0.0% | -5% | 65.9 |
| 182 |  $AGQ | ProShares Trust II | $379,770 | 0.0% | +0% | — |
| 183 |  $DIS | Walt Disney Co | $373,920 | 0.0% | +0% | 68.9 |
| 184 |  $CEG | Constellation Energy Corp | $372,327 | 0.0% | -21% | 62.5 |
| 185 | — | ISHARES TR | $368,894 | 0.0% | +6% | — |
| 186 |  $NSC | NORFOLK SOUTHERN CORP | $361,036 | 0.0% | -0% | 70.8 |
| 187 |  $NI | NISOURCE INC. | $359,790 | 0.0% | +0% | 61.7 |
| 188 | — | VANGUARD INDEX FDS | $357,539 | 0.0% | +3% | — |
| 189 |  $SOLS | Solstice Advanced Materials Inc. | $348,079 | 0.0% | -1% | — |
| 190 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $346,781 | 0.0% | +14% | — |
| 191 | — | ISHARES TR | $345,756 | 0.0% | -3% | — |
| 192 |  $MSIF | MSC INCOME FUND, INC. | $343,318 | 0.0% | +49% | — |
| 193 | — | ISHARES TR | $332,219 | 0.0% | -8% | — |
| 194 | — | VANGUARD WORLD FD | $327,069 | 0.0% | +0% | — |
| 195 |  $AXP | AMERICAN EXPRESS CO | $326,074 | 0.0% | +1% | 73.2 |
| 196 |  $ABT | ABBOTT LABORATORIES | $323,808 | 0.0% | -0% | 67 |
| 197 |  $DE | DEERE & CO | $323,467 | 0.0% | +0% | 57.4 |
| 198 |  $SNOW | Snowflake Inc. | $318,227 | 0.0% | -46% | 49.6 |
| 199 |  $SLV | iShares Silver Trust | $316,715 | 0.0% | -94% | — |
| 200 |  $APO | Apollo Global Management, Inc. | $312,248 | 0.0% | -50% | 55.7 |
| 201 |  $AMT | AMERICAN TOWER CORP /MA/ | $308,415 | 0.0% | -2% | 69.8 |
| 202 | — | FIRST TR EXCHANGE-TRADED FD | $307,681 | 0.0% | +0% | — |
| 203 |  $IBIT | iShares Bitcoin Trust ETF | $307,281 | 0.0% | +81% | — |
| 204 |  $VZ | VERIZON COMMUNICATIONS INC | $304,352 | 0.0% | +14% | 71.6 |
| 205 | — | ISHARES TR | $297,326 | 0.0% | +0% | — |
| 206 |  $STX | Seagate Technology Holdings plc | $289,119 | 0.0% | -14% | — |
| 207 |  $PANW | Palo Alto Networks Inc | $277,995 | 0.0% | +0% | 66.5 |
| 208 | — | ISHARES TR | $274,983 | 0.0% | +0% | — |
| 209 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $271,441 | 0.0% | +0% | 50.6 |
| 210 |  $BKNG | Booking Holdings Inc. | $265,250 | 0.0% | +0% | 55.3 |
| 211 | — | VANGUARD INDEX FDS | $263,704 | 0.0% | +3% | — |
| 212 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $263,023 | 0.0% | +1% | 70.4 |
| 213 | — | ISHARES TR | $261,752 | 0.0% | -35% | — |
| 214 |  $BMY | BRISTOL MYERS SQUIBB CO | $259,019 | 0.0% | +0% | 70.1 |
| 215 |  $UBER | Uber Technologies, Inc | $257,794 | 0.0% | -48% | 79.3 |
| 216 | — | ISHARES TR | $257,654 | 0.0% | -2% | — |
| 217 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $257,162 | 0.0% | -0% | 66.7 |
| 218 |  $LIN | LINDE PLC | $252,481 | 0.0% | -0% | — |
| 219 |  $BNL | Broadstone Net Lease, Inc. | $246,883 | 0.0% | +0% | 54 |
| 220 | — | ISHARES TR | $243,147 | 0.0% | -1% | — |
| 221 |  $SYK | STRYKER CORP | $238,887 | 0.0% | +0% | 69.8 |
| 222 |  $YUM | YUM BRANDS INC | $232,056 | 0.0% | +0% | 71.7 |
| 223 |  $MPLX | MPLX LP | $230,701 | 0.0% | +2% | 76.5 |
| 224 |  $TDY | TELEDYNE TECHNOLOGIES INC | $227,481 | 0.0% | NEW | 70.2 |
| 225 | — | ISHARES TR | $227,475 | 0.0% | -3% | — |
| 226 |  $UNP | UNION PACIFIC CORP | $226,073 | 0.0% | +0% | 74 |
| 227 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $222,664 | 0.0% | +0% | 63.7 |
| 228 | — | VANGUARD WORLD FD | $215,888 | 0.0% | +0% | — |
| 229 | — | ISHARES TR | $213,318 | 0.0% | +0% | — |
| 230 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $212,659 | 0.0% | -7% | 57.8 |
| 231 | — | ISHARES TR | $212,347 | 0.0% | -7% | — |
| 232 |  $TJX | TJX COMPANIES INC /DE/ | $211,922 | 0.0% | +0% | 70.7 |
| 233 |  $CCI | CROWN CASTLE INC. | $210,756 | 0.0% | +0% | 52.9 |
| 234 |  $PM | Philip Morris International Inc. | $210,726 | 0.0% | +0% | 80.5 |
| 235 | — | ISHARES TR | $205,144 | 0.0% | -95% | — |
| 236 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $202,043 | 0.0% | NEW | 60.5 |
| 237 |  $NG | NOVAGOLD RESOURCES INC | $89,800 | 0.0% | +0% | — |
| 238 |  $PURR | Hyperliquid Strategies Inc | $50,900 | 0.0% | NEW | — |
| 239 |  $LYG | Lloyds Banking Group plc | $50,300 | 0.0% | +0% | — |
| 240 |  $BBAI | BigBear.ai Holdings, Inc. | $35,200 | 0.0% | +0% | 12.7 |
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