KILEY JUERGENS WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1723223
Institutional-grade research for retail investors
13F Reported Value
ⓘ$566.7M
Holdings
235
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
KILEY JUERGENS WEALTH MANAGEMENT, LLC disclosed 235 positions worth $566.7M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 7.3% of the equity portfolio, followed by $AAPL and $COST. During the quarter the fund opened 120 new positions and exited 0 — including a new stake in $GEV. The portfolio is most concentrated in Technology (33.2% of disclosed assets). All figures are sourced directly from KILEY JUERGENS WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1723223.
AI Fund Analysis
Diversifying
$MSFT7.3% weight
Held 9 quarters
$AAPL6.4% weight
Held 9 quarters
$COST5.9% weight
Held 9 quarters
$QQQ5.3% weight
Held 9 quarters
$NVDA4.8% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
SCHWAB STRATEGIC TR
6 quarters accumulating
$UBER5 quarters accumulating
Sector Allocation
TechnologyOtherConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 83.7#15
Quality
$41.5M112,126 sh - 76.1#112
Quality
$36.2M142,802 sh - 67.0#489
Quality
$33.4M33,549 sh - —
Quality
$29.8M51,584 sh - 90.2
Quality
$27.2M155,856 sh - 74.6
Quality
$20.1M96,481 sh - 80.2
Quality
$19.3M67,016 sh - 64.5
Quality
$18.5M38,597 sh SCHWAB STRATEGIC TR
—Quality
$17.7M577,786 sh- 86.4
Quality
$16.3M52,570 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $41.5M | 112,126 |
| Apple Inc.$AAPL | 76.1#112 | $36.2M | 142,802 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $33.4M | 33,549 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $29.8M | 51,584 |
| NVIDIA CORP$NVDA | 90.2 | $27.2M | 155,856 |
 AMAZON COM INC$AMZN | 74.6 | $20.1M | 96,481 |
 Alphabet Inc.$GOOG | 80.2 | $19.3M | 67,016 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $18.5M | 38,597 |
| SCHWAB STRATEGIC TR | — | $17.7M | 577,786 |
 Broadcom Inc.$AVGO | 86.4 | $16.3M | 52,570 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KILEY JUERGENS WEALTH MANAGEMENT, LLC's 235 positions.
Showing top 10 of 235 holdings.
Sector Allocation
Technology
$188.3M
Other
$150.9M
Consumer Discretionary
$77.4M
Financials
$57.8M
Industrials
$43.4M
Healthcare
$17.0M
Energy
$9.3M
Communication Services
$6.8M
Full Holdings — KILEY JUERGENS WEALTH MANAGEMENT, LLC (Q1 2026)
All 235 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 | $MSFT | MICROSOFT CORP | $41.5M | 7.3% | -1% | 83.7 |
| 2 | $AAPL | Apple Inc. | $36.2M | 6.4% | -0% | 76.1 |
| 3 | $COST | COSTCO WHOLESALE CORP /NEW | $33.4M | 5.9% | -0% | 67 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $29.8M | 5.3% | -1% | — |
| 5 | $NVDA | NVIDIA CORP | $27.2M | 4.8% | +0% | 90.2 |
| 6 | $AMZN | AMAZON COM INC | $20.1M | 3.5% | +1% | 74.6 |
| 7 | $GOOG | Alphabet Inc. | $19.3M | 3.4% | -1% | 80.2 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $18.5M | 3.3% | -3% | 64.5 |
| 9 | — | SCHWAB STRATEGIC TR | $17.7M | 3.1% | +0% | — |
| 10 | $AVGO | Broadcom Inc. | $16.3M | 2.9% | -1% | 86.4 |
| 11 | — | ISHARES TR | $13.6M | 2.4% | -1% | — |
| 12 |  $CAT | CATERPILLAR INC | $12.5M | 2.2% | -1% | 67.8 |
| 13 |  $SBUX | STARBUCKS CORP | $10.3M | 1.8% | -2% | 54.6 |
| 14 | — | ISHARES TR | $8.2M | 1.4% | -0% | — |
| 15 | — | VANGUARD INTL EQUITY INDEX F | $7.7M | 1.4% | +6% | — |
| 16 |  $GLD | SPDR GOLD TRUST | $7.4M | 1.3% | +1% | — |
| 17 |  $GEV | GE Vernova Inc. | $6.3M | 1.1% | NEW | 70.1 |
| 18 |  $TSLA | Tesla, Inc. | $5.7M | 1.0% | +2% | 50.1 |
| 19 |  $LLY | ELI LILLY & Co | $5.4M | 0.9% | NEW | 89.3 |
| 20 |  $IVZ | Invesco Ltd. | $5.3M | 0.9% | +23% | — |
| 21 | — | VANGUARD INDEX FDS | $4.9M | 0.9% | -6% | — |
| 22 |  $META | Meta Platforms, Inc. | $4.7M | 0.8% | -7% | 80.9 |
| 23 |  $TSBK | TIMBERLAND BANCORP INC | $4.7M | 0.8% | -0% | — |
| 24 | — | SCHWAB STRATEGIC TR | $4.7M | 0.8% | +1% | — |
| 25 |  $GOOGL | Alphabet Inc. | $4.6M | 0.8% | -3% | 80.2 |
| 26 |  $HFWA | HERITAGE FINANCIAL CORP /WA/ | $4.6M | 0.8% | -1% | — |
| 27 |  $BA | BOEING CO | $4.4M | 0.8% | +24% | 51.8 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $4.1M | 0.7% | -2% | 35.6 |
| 29 | — | VANGUARD SPECIALIZED FUNDS | $4.1M | 0.7% | -1% | — |
| 30 |  $JNJ | JOHNSON & JOHNSON | $3.8M | 0.7% | -1% | 72.8 |
| 31 |  $MCD | MCDONALDS CORP | $3.3M | 0.6% | -0% | 73.9 |
| 32 | — | VANGUARD INDEX FDS | $3.3M | 0.6% | -1% | — |
| 33 |  $PCAR | PACCAR INC | $3.2M | 0.6% | -0% | 56.5 |
| 34 | — | ISHARES TR | $3.2M | 0.6% | +3% | — |
| 35 |  $XOM | EXXON MOBIL CORP | $3.1M | 0.6% | -1% | 61.8 |
| 36 | $META | Meta Platforms, Inc. | $3.1M | 0.6% | NEW | 80.9 |
| 37 |  $PG | PROCTER & GAMBLE Co | $3.0M | 0.5% | -11% | 72.9 |
| 38 |  $WMT | Walmart Inc. | $3.0M | 0.5% | +0% | 63.2 |
| 39 |  $NFLX | NETFLIX INC | $2.9M | 0.5% | +1% | 86.7 |
| 40 |  $ETN | Eaton Corp plc | $2.9M | 0.5% | NEW | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.5% | NEW | — |
| 42 |  $CVX | CHEVRON CORP | $2.8M | 0.5% | -0% | 54.7 |
| 43 |  $PLTR | Palantir Technologies Inc. | $2.8M | 0.5% | -5% | 85.8 |
| 44 |  $CRWD | CrowdStrike Holdings, Inc. | $2.7M | 0.5% | NEW | 55 |
| 45 | $UBER | Uber Technologies, Inc | $2.7M | 0.5% | +1% | 79.3 |
| 46 |  $V | VISA INC. | $2.5M | 0.4% | NEW | 83.5 |
| 47 |  $NET | Cloudflare, Inc. | $2.2M | 0.4% | NEW | 52.6 |
| 48 |  $HD | HOME DEPOT, INC. | $2.2M | 0.4% | NEW | 69.2 |
| 49 |  $WM | WASTE MANAGEMENT INC | $2.2M | 0.4% | NEW | 70.7 |
| 50 | — | SCHWAB STRATEGIC TR | $2.1M | 0.4% | +4% | — |
| 51 | — | ISHARES TR | $2.0M | 0.4% | -96% | — |
| 52 | — | SCHWAB STRATEGIC TR | $2.0M | 0.3% | +8% | — |
| 53 | — | VANGUARD INDEX FDS | $1.9M | 0.3% | -88% | — |
| 54 | — | ISHARES TR | $1.9M | 0.3% | -95% | — |
| 55 | — | VANGUARD TAX-MANAGED FDS | $1.9M | 0.3% | +8% | — |
| 56 | — | VANGUARD INDEX FDS | $1.8M | 0.3% | -76% | — |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.3% | +1% | 72.3 |
| 58 | — | SCHWAB STRATEGIC TR | $1.7M | 0.3% | +16% | — |
| 59 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.3% | NEW | 65 |
| 60 | — | SCHWAB STRATEGIC TR | $1.7M | 0.3% | +5% | — |
| 61 |  $INTC | INTEL CORP | $1.7M | 0.3% | -3% | 41.5 |
| 62 | — | VANGUARD INDEX FDS | $1.7M | 0.3% | -86% | — |
| 63 | $BA | BOEING CO | $1.6M | 0.3% | +2% | 51.8 |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.3% | -1% | 68.4 |
| 65 |  $ABBV | AbbVie Inc. | $1.6M | 0.3% | NEW | 59.3 |
| 66 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.3% | NEW | 74 |
| 67 |  $MRK | Merck & Co., Inc. | $1.5M | 0.3% | +0% | 70.9 |
| 68 |  $URI | UNITED RENTALS, INC. | $1.5M | 0.3% | NEW | 70.7 |
| 69 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.3% | NEW | 74.8 |
| 70 | — | SCHWAB STRATEGIC TR | $1.4M | 0.3% | -1% | — |
| 71 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | NEW | 64.5 |
| 72 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.3% | -10% | 81.9 |
| 73 | — | VANGUARD WORLD FD | $1.4M | 0.3% | NEW | — |
| 74 | — | ISHARES TR | $1.4M | 0.2% | -95% | — |
| 75 |  $DE | DEERE & CO | $1.4M | 0.2% | NEW | 57.4 |
| 76 | — | SCHWAB STRATEGIC TR | $1.3M | 0.2% | +4% | — |
| 77 |  $RTX | RTX Corp | $1.3M | 0.2% | NEW | 70 |
| 78 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.2% | NEW | 74.8 |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.2% | NEW | — |
| 80 |  $ORCL | ORACLE CORP | $1.3M | 0.2% | NEW | 67.2 |
| 81 |  $AMGN | AMGEN INC | $1.3M | 0.2% | NEW | 79.5 |
| 82 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.2% | NEW | 65.7 |
| 83 | — | VANGUARD INDEX FDS | $1.2M | 0.2% | -82% | — |
| 84 | — | VANGUARD WORLD FD | $1.2M | 0.2% | NEW | — |
| 85 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.2% | -1% | — |
| 86 |  $SLV | iShares Silver Trust | $1.2M | 0.2% | -7% | — |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.2% | NEW | 78.8 |
| 88 |  $DHR | DANAHER CORP /DE/ | $1.1M | 0.2% | NEW | 63.9 |
| 89 |  $COP | CONOCOPHILLIPS | $1.1M | 0.2% | NEW | 74.8 |
| 90 |  $TMUS | T-Mobile US, Inc. | $1.1M | 0.2% | NEW | 72.7 |
| 91 |  $DUK | Duke Energy CORP | $1.0M | 0.2% | NEW | 64 |
| 92 | — | SCHWAB STRATEGIC TR | $1.0M | 0.2% | +22% | — |
| 93 |  $ED | CONSOLIDATED EDISON INC | $966,107 | 0.2% | NEW | 71.6 |
| 94 | — | ISHARES TR | $939,221 | 0.2% | -93% | — |
| 95 | — | ISHARES TR | $926,823 | 0.2% | -94% | — |
| 96 | — | ISHARES TR | $897,810 | 0.2% | -97% | — |
| 97 | — | VANGUARD STAR FDS | $896,135 | 0.2% | +1% | — |
| 98 |  $VZ | VERIZON COMMUNICATIONS INC | $892,251 | 0.2% | -3% | 71.6 |
| 99 |  $T | AT&T INC. | $886,218 | 0.2% | -5% | 71.9 |
| 100 |  $WFC | WELLS FARGO & COMPANY/MN | $885,900 | 0.2% | +1% | — |
| 101 | — | ISHARES TR | $868,872 | 0.1% | -94% | — |
| 102 | — | CAPITAL GROUP CORE BALANCED | $856,637 | 0.1% | +7% | — |
| 103 | — | SELECT SECTOR SPDR TR | $854,150 | 0.1% | +1% | — |
| 104 |  $NEE | NEXTERA ENERGY INC | $846,941 | 0.1% | NEW | 71.7 |
| 105 | — | VANGUARD WHITEHALL FDS | $827,287 | 0.1% | NEW | — |
| 106 |  $LRCX | LAM RESEARCH CORP | $814,071 | 0.1% | NEW | 82.4 |
| 107 |  $KO | COCA COLA CO | $800,707 | 0.1% | -1% | 74 |
| 108 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $774,342 | 0.1% | NEW | 60.5 |
| 109 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $772,909 | 0.1% | NEW | 65.9 |
| 110 | — | ISHARES TR | $747,495 | 0.1% | -98% | — |
| 111 | — | SELECT SECTOR SPDR TR | $735,833 | 0.1% | -61% | — |
| 112 |  $PEP | PEPSICO INC | $730,484 | 0.1% | NEW | 62.7 |
| 113 |  $GD | GENERAL DYNAMICS CORP | $730,029 | 0.1% | NEW | 73 |
| 114 | — | SELECT SECTOR SPDR TR | $725,866 | 0.1% | -71% | — |
| 115 |  $LOW | LOWES COMPANIES INC | $712,620 | 0.1% | NEW | 63.5 |
| 116 |  $NKE | NIKE, Inc. | $701,859 | 0.1% | -3% | 53.4 |
| 117 |  $PANW | Palo Alto Networks Inc | $700,759 | 0.1% | NEW | 66.5 |
| 118 |  $DIS | Walt Disney Co | $692,433 | 0.1% | NEW | 68.9 |
| 119 | — | ISHARES TR | $680,785 | 0.1% | -99% | — |
| 120 |  $MA | Mastercard Inc | $658,139 | 0.1% | NEW | 81.7 |
| 121 | — | SCHWAB STRATEGIC TR | $652,433 | 0.1% | -4% | — |
| 122 | — | VANGUARD ADMIRAL FDS INC | $630,289 | 0.1% | NEW | — |
| 123 |  $TT | Trane Technologies plc | $624,277 | 0.1% | NEW | — |
| 124 |  $PFE | PFIZER INC | $620,724 | 0.1% | -8% | 69 |
| 125 |  $USFD | US Foods Holding Corp. | $595,031 | 0.1% | NEW | 60.6 |
| 126 |  $ITW | ILLINOIS TOOL WORKS INC | $593,201 | 0.1% | NEW | 71.2 |
| 127 |  $GLW | CORNING INC /NY | $592,375 | 0.1% | NEW | 72.7 |
| 128 |  $ABT | ABBOTT LABORATORIES | $588,790 | 0.1% | NEW | 67 |
| 129 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $572,385 | 0.1% | NEW | 71.5 |
| 130 |  $MMM | 3M CO | $550,763 | 0.1% | NEW | 60.7 |
| 131 | — | ISHARES TR | $550,634 | 0.1% | -97% | — |
| 132 | — | SELECT SECTOR SPDR TR | $520,843 | 0.1% | -81% | — |
| 133 |  $OKE | ONEOK INC /NEW/ | $515,856 | 0.1% | NEW | 72 |
| 134 |  $FCX | FREEPORT-MCMORAN INC | $511,166 | 0.1% | NEW | 73.1 |
| 135 |  $EMR | EMERSON ELECTRIC CO | $510,265 | 0.1% | NEW | 65.9 |
| 136 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $507,325 | 0.1% | -1% | 66.4 |
| 137 |  $WY | WEYERHAEUSER CO | $504,159 | 0.1% | +0% | 52.9 |
| 138 |  $TXN | TEXAS INSTRUMENTS INC | $494,086 | 0.1% | NEW | 70.4 |
| 139 |  $TJX | TJX COMPANIES INC /DE/ | $488,363 | 0.1% | NEW | 70.7 |
| 140 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $473,068 | 0.1% | NEW | 75.4 |
| 141 | — | ISHARES TR | $471,886 | 0.1% | -98% | — |
| 142 | — | ISHARES TR | $468,818 | 0.1% | -96% | — |
| 143 |  $ALL | ALLSTATE CORP | $460,709 | 0.1% | NEW | 76.6 |
| 144 | — | ISHARES TR | $458,954 | 0.1% | +0% | — |
| 145 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $458,636 | 0.1% | NEW | 66.7 |
| 146 |  $SCHW | SCHWAB CHARLES CORP | $441,533 | 0.1% | NEW | 77.2 |
| 147 | — | VANGUARD INDEX FDS | $421,080 | 0.1% | -95% | — |
| 148 |  $GPC | GENUINE PARTS CO | $419,616 | 0.1% | NEW | 54.2 |
| 149 |  $C | CITIGROUP INC | $417,817 | 0.1% | NEW | 54.8 |
| 150 |  $IAU | ISHARES GOLD TRUST | $416,644 | 0.1% | NEW | — |
| 151 |  $CTVA | Corteva, Inc. | $414,113 | 0.1% | NEW | 48.4 |
| 152 | — | ISHARES TR | $403,436 | 0.1% | -95% | — |
| 153 |  $UPS | UNITED PARCEL SERVICE INC | $397,769 | 0.1% | NEW | 58.2 |
| 154 |  $AZN | ASTRAZENECA PLC | $394,243 | 0.1% | NEW | — |
| 155 | — | SCHWAB STRATEGIC TR | $380,593 | 0.1% | +5% | — |
| 156 |  $SYY | SYSCO CORP | $378,984 | 0.1% | NEW | 58.4 |
| 157 |  $GS | GOLDMAN SACHS GROUP INC | $370,922 | 0.1% | NEW | — |
| 158 | — | SPDR SERIES TRUST | $370,672 | 0.1% | NEW | — |
| 159 |  $CRM | Salesforce, Inc. | $368,568 | 0.1% | NEW | 75.2 |
| 160 | — | VANGUARD WORLD FD | $362,203 | 0.1% | NEW | — |
| 161 |  $CTAS | CINTAS CORP | $359,860 | 0.1% | NEW | 76.3 |
| 162 |  $PSA | Public Storage | $357,291 | 0.1% | NEW | 73.9 |
| 163 |  $JCI | Johnson Controls International plc | $357,101 | 0.1% | NEW | — |
| 164 |  $SOLS | Solstice Advanced Materials Inc. | $357,038 | 0.1% | NEW | — |
| 165 |  $NUE | NUCOR CORP | $354,603 | 0.1% | NEW | 58.9 |
| 166 | — | ISHARES TR | $351,735 | 0.1% | -98% | — |
| 167 |  $CSX | CSX CORP | $350,936 | 0.1% | -24% | 66.4 |
| 168 | — | ISHARES TR | $350,611 | 0.1% | -97% | — |
| 169 | — | PACER FDS TR | $343,246 | 0.1% | NEW | — |
| 170 |  $CCZ | COMCAST CORP | $343,169 | 0.1% | -5% | 70.4 |
| 171 | — | SELECT SECTOR SPDR TR | $339,066 | 0.1% | -68% | — |
| 172 | — | ISHARES TR | $337,896 | 0.1% | -97% | — |
| 173 | — | SELECT SECTOR SPDR TR | $332,015 | 0.1% | -76% | — |
| 174 | — | ISHARES TR | $324,736 | 0.1% | -99% | — |
| 175 |  $USB | US BANCORP DE | $319,341 | 0.1% | NEW | 71.4 |
| 176 |  $KMI | KINDER MORGAN, INC. | $319,058 | 0.1% | NEW | 74.6 |
| 177 | — | VANGUARD BD INDEX FDS | $318,861 | 0.1% | -93% | — |
| 178 |  $AXP | AMERICAN EXPRESS CO | $316,697 | 0.1% | NEW | 73.2 |
| 179 |  $ATO | ATMOS ENERGY CORP | $314,948 | 0.1% | NEW | 72 |
| 180 | — | ISHARES TR | $310,472 | 0.1% | -96% | — |
| 181 | — | ISHARES TR | $309,993 | 0.1% | -99% | — |
| 182 | — | ISHARES INC | $305,505 | 0.1% | NEW | — |
| 183 |  $MU | MICRON TECHNOLOGY INC | $301,353 | 0.1% | NEW | 88.4 |
| 184 |  $PAYX | PAYCHEX INC | $294,784 | 0.1% | NEW | 75.1 |
| 185 |  $Q | Qnity Electronics, Inc. | $294,108 | 0.1% | NEW | — |
| 186 | — | VANGUARD INDEX FDS | $291,105 | 0.1% | -88% | — |
| 187 |  $TEL | TE Connectivity plc | $290,956 | 0.1% | NEW | — |
| 188 | — | ISHARES TR | $290,740 | 0.1% | -98% | — |
| 189 |  $ATI | ATI INC | $290,629 | 0.1% | NEW | 64.5 |
| 190 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $289,798 | 0.1% | -11% | 33 |
| 191 |  $BANR | BANNER CORP | $286,652 | 0.1% | NEW | — |
| 192 | — | SCHWAB STRATEGIC TR | $284,550 | 0.1% | -85% | — |
| 193 |  $HWM | Howmet Aerospace Inc. | $281,392 | 0.1% | NEW | 79.1 |
| 194 |  $SHW | SHERWIN WILLIAMS CO | $279,840 | 0.1% | NEW | 65.3 |
| 195 |  $SNOW | Snowflake Inc. | $279,469 | 0.1% | NEW | 49.6 |
| 196 | $IVZ | Invesco Ltd. | $269,342 | 0.1% | NEW | — |
| 197 | — | SELECT SECTOR SPDR TR | $264,989 | 0.1% | -88% | — |
| 198 |  $SU | SUNCOR ENERGY INC | $264,440 | 0.1% | NEW | — |
| 199 |  $TGT | TARGET CORP | $264,337 | 0.1% | NEW | 53.1 |
| 200 |  $FLEX | FLEX LTD. | $263,132 | 0.1% | NEW | — |
| 201 | — | PIMCO ETF TR | $259,908 | 0.1% | NEW | — |
| 202 |  $XYL | Xylem Inc. | $258,718 | 0.1% | NEW | 65.6 |
| 203 |  $GRMN | GARMIN LTD | $256,835 | 0.1% | NEW | — |
| 204 |  $UNH | UNITEDHEALTH GROUP INC | $252,953 | 0.0% | NEW | 66.8 |
| 205 |  $KMB | KIMBERLY CLARK CORP | $250,321 | 0.0% | NEW | 61.7 |
| 206 |  $MO | ALTRIA GROUP, INC. | $248,398 | 0.0% | NEW | 72.1 |
| 207 | — | ISHARES TR | $248,370 | 0.0% | -96% | — |
| 208 |  $CEG | Constellation Energy Corp | $246,578 | 0.0% | NEW | 62.5 |
| 209 |  $UL | UNILEVER PLC | $245,598 | 0.0% | NEW | — |
| 210 | — | ISHARES TR | $241,673 | 0.0% | -98% | — |
| 211 |  $DD | DuPont de Nemours, Inc. | $240,754 | 0.0% | NEW | 31.1 |
| 212 |  $AMP | AMERIPRISE FINANCIAL INC | $238,198 | 0.0% | NEW | 70.2 |
| 213 |  $SHOP | SHOPIFY INC. | $236,410 | 0.0% | NEW | — |
| 214 |  $BP | BP PLC | $235,794 | 0.0% | NEW | — |
| 215 |  $ADI | ANALOG DEVICES INC | $235,742 | 0.0% | NEW | 76.2 |
| 216 |  $GILD | GILEAD SCIENCES, INC. | $234,560 | 0.0% | NEW | 77.8 |
| 217 |  $COF | CAPITAL ONE FINANCIAL CORP | $232,963 | 0.0% | NEW | 71 |
| 218 |  $FDX | FEDEX CORP | $232,946 | 0.0% | NEW | 60.3 |
| 219 | — | ISHARES TR | $227,433 | 0.0% | -100% | — |
| 220 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $223,393 | 0.0% | NEW | 63.7 |
| 221 |  $NEM | NEWMONT Corp /DE/ | $223,212 | 0.0% | NEW | 88.3 |
| 222 |  $AVA | AVISTA CORP | $222,928 | 0.0% | NEW | 57.9 |
| 223 |  $BMY | BRISTOL MYERS SQUIBB CO | $220,497 | 0.0% | NEW | 70.1 |
| 224 |  $CCJ | CAMECO CORP | $219,284 | 0.0% | NEW | — |
| 225 |  $TTE | TotalEnergies SE | $218,989 | 0.0% | NEW | — |
| 226 |  $TD | TORONTO DOMINION BANK | $216,946 | 0.0% | NEW | — |
| 227 |  $GEHC | GE HealthCare Technologies Inc. | $215,175 | 0.0% | NEW | 58.2 |
| 228 |  $KR | KROGER CO | $209,542 | 0.0% | NEW | 51.1 |
| 229 | — | ISHARES TR | $208,841 | 0.0% | -99% | — |
| 230 | — | STATE STR SPDR DOW JONES IND | $203,804 | 0.0% | NEW | — |
| 231 |  $SO | SOUTHERN CO | $201,341 | 0.0% | NEW | 65.1 |
| 232 |  $KVUE | Kenvue Inc. | $189,347 | 0.0% | -9% | 60.2 |
| 233 |  $F | FORD MOTOR CO | $154,342 | 0.0% | -13% | 58.5 |
| 234 |  $GNW | GENWORTH FINANCIAL INC | $82,418 | 0.0% | NEW | 46.6 |
| 235 |  $GAB | GABELLI EQUITY TRUST INC | $72,915 | 0.0% | NEW | — |
New Positions (120)
$GEV GE Vernova Inc.$6.3M$LLY ELI LILLY & Co$5.4M$ETN Eaton Corp plc$2.9M$SPY SPDR S&P 500 ETF TRUST$2.8M$CRWD CrowdStrike Holdings, Inc.$2.7M$V VISA INC.$2.5M$NET Cloudflare, Inc.$2.2M$HD HOME DEPOT, INC.$2.2M$WM WASTE MANAGEMENT INC$2.2M$LMT LOCKHEED MARTIN CORP$1.7M$ABBV AbbVie Inc.$1.6M$UNP UNION PACIFIC CORP$1.5M$URI UNITED RENTALS, INC.$1.5M$GE GENERAL ELECTRIC CO$1.5M VANGUARD WORLD FD$1.4M
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