Tower View Investment Management & Research LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729045
Institutional-grade research for retail investors
13F Reported Value
ⓘ$194.8M
Holdings
204
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tower View Investment Management & Research LLC disclosed 204 positions worth $194.8M in its Form 13F-HR for Q1 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 6.3% of the equity portfolio. During the quarter the fund opened 32 new positions and exited 4 — including a new stake in $LRCX and a full exit from $BMI. The portfolio is most concentrated in Technology (37.2% of disclosed assets). All figures are sourced directly from Tower View Investment Management & Research LLC’s Form 13F-HR filing with the SEC under CIK 1729045.
AI Fund Analysis
Diversifying
$TSM6.3% weight
Held 9 quarters
SPDR SERIES TRUST STATE ST
4.9% weight
Held 9 quarters
$NVDA4.6% weight
Held 9 quarters
$LLY4.6% weight
Held 9 quarters
VANGUARD INDEX FDS GROWTH
4.0% weight
Held 9 quarters
SPDR SERIES TRUST STATE ST
8 quarters accumulating
$JPM8 quarters accumulating
$CSCO8 quarters accumulating
$SYK8 quarters accumulating
$MRK8 quarters accumulating
Sector Allocation
TechnologyOtherConsumer DiscretionaryIndustrialsHealthcareFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- $12.4M36,579 sh
SPDR SERIES TRUST STATE STREET SPD
—Quality
$9.5M124,052 sh- 90.2#1
Quality
$9.0M51,433 sh - 89.3
Quality
$8.9M9,670 sh VANGUARD INDEX FDS GROWTH ETF
—Quality
$7.8M17,838 sh- 80.2
Quality
$7.4M25,758 sh - 62.6
Quality
$7.1M12,924 sh - 83.7
Quality
$6.7M17,998 sh - 67.0
Quality
$6.5M6,535 sh - —
Quality
$6.2M14,256 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $12.4M | 36,579 |
| SPDR SERIES TRUST STATE STREET SPD | — | $9.5M | 124,052 |
| NVIDIA CORP$NVDA | 90.2#1 | $9.0M | 51,433 |
| ELI LILLY & Co$LLY | 89.3 | $8.9M | 9,670 |
| VANGUARD INDEX FDS GROWTH ETF | — | $7.8M | 17,838 |
 Alphabet Inc.$GOOGL | 80.2 | $7.4M | 25,758 |
 QUANTA SERVICES, INC.$PWR | 62.6 | $7.1M | 12,924 |
 MICROSOFT CORP$MSFT | 83.7 | $6.7M | 17,998 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $6.5M | 6,535 |
 NOVA LTD.$NVMI | — | $6.2M | 14,256 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tower View Investment Management & Research LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Technology
$72.5M
Other
$42.4M
Consumer Discretionary
$20.4M
Industrials
$18.7M
Healthcare
$15.3M
Financials
$13.2M
Consumer Staples
$5.7M
Communication Services
$4.2M
Full Holdings — Tower View Investment Management & Research LLC (Q1 2026)
All 204 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 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.4M | 6.3% | -4% | — |
| 2 | — | SPDR SERIES TRUST STATE STREET SPD | $9.5M | 4.9% | +4% | — |
| 3 | $NVDA | NVIDIA CORP | $9.0M | 4.6% | -1% | 90.2 |
| 4 | $LLY | ELI LILLY & Co | $8.9M | 4.6% | -5% | 89.3 |
| 5 | — | VANGUARD INDEX FDS GROWTH ETF | $7.8M | 4.0% | +1% | — |
| 6 | $GOOGL | Alphabet Inc. | $7.4M | 3.8% | -0% | 80.2 |
| 7 | $PWR | QUANTA SERVICES, INC. | $7.1M | 3.6% | -7% | 62.6 |
| 8 | $MSFT | MICROSOFT CORP | $6.7M | 3.4% | -2% | 83.7 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $6.5M | 3.3% | -5% | 67 |
| 10 | $NVMI | NOVA LTD. | $6.2M | 3.2% | -18% | — |
| 11 |  $AMZN | AMAZON COM INC | $6.2M | 3.2% | -2% | 74.6 |
| 12 |  $V | VISA INC. | $5.6M | 2.9% | -3% | 83.5 |
| 13 |  $GOOG | Alphabet Inc. | $5.3M | 2.7% | -3% | 80.2 |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $5.1M | 2.6% | +0% | — |
| 15 |  $GRMN | GARMIN LTD | $4.9M | 2.5% | -5% | — |
| 16 |  $PH | Parker-Hannifin Corp | $4.9M | 2.5% | -5% | 73.8 |
| 17 |  $PM | Philip Morris International Inc. | $4.5M | 2.3% | -9% | 80.5 |
| 18 | — | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4.2M | 2.2% | +1% | — |
| 19 |  $DRS | Leonardo DRS, Inc. | $4.1M | 2.1% | -4% | 63.8 |
| 20 |  $MCD | MCDONALDS CORP | $3.6M | 1.9% | -5% | 73.9 |
| 21 | — | ISHARES INC MSCI STH KOR ETF | $3.4M | 1.8% | +85% | — |
| 22 | — | VANGUARD INDEX FDS SML CP GRW ETF | $3.0M | 1.6% | +2% | — |
| 23 |  $ETN | Eaton Corp plc | $2.9M | 1.5% | -3% | — |
| 24 | $JPM | JPMORGAN CHASE & CO | $2.9M | 1.5% | +1% | 35.6 |
| 25 |  $ADI | ANALOG DEVICES INC | $2.8M | 1.4% | -1% | 76.2 |
| 26 |  $AVGO | Broadcom Inc. | $2.8M | 1.4% | +9% | 86.4 |
| 27 | — | VANGUARD INDEX FDS MCAP GR IDXVIP | $2.7M | 1.4% | +2% | — |
| 28 |  $ARM | ARM HOLDINGS PLC /UK | $2.7M | 1.4% | -12% | — |
| 29 |  $ISRG | INTUITIVE SURGICAL INC | $2.6M | 1.3% | -3% | 81.4 |
| 30 | — | VANGUARD WORLD FD INF TECH ETF | $2.5M | 1.3% | +2% | — |
| 31 |  $SPOT | Spotify Technology S.A. | $2.4M | 1.2% | -4% | — |
| 32 |  $HD | HOME DEPOT, INC. | $2.4M | 1.2% | -20% | 69.2 |
| 33 |  $APH | AMPHENOL CORP /DE/ | $2.1M | 1.1% | -2% | 80.5 |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $1.8M | 0.9% | +2200% | — |
| 35 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.7M | 0.9% | -63% | 71.5 |
| 36 |  $UTHR | UNITED THERAPEUTICS Corp | $1.6M | 0.8% | +3544% | 80.1 |
| 37 |  $NFLX | NETFLIX INC | $1.6M | 0.8% | +0% | 86.7 |
| 38 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.8% | NEW | 82.4 |
| 39 | $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.8% | +15% | 72.3 |
| 40 |  $WMT | Walmart Inc. | $1.4M | 0.7% | +25% | 63.2 |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.7% | NEW | 78.8 |
| 42 |  $ABBV | AbbVie Inc. | $1.3M | 0.7% | +20% | 59.3 |
| 43 |  $BIDU | Baidu, Inc. | $1.3M | 0.7% | +10% | — |
| 44 |  $ORCL | ORACLE CORP | $1.2M | 0.6% | -0% | 67.2 |
| 45 |  $UNP | UNION PACIFIC CORP | $1.1M | 0.6% | -19% | 74 |
| 46 |  $PEP | PEPSICO INC | $764,166 | 0.4% | -29% | 62.7 |
| 47 | — | VANGUARD INDEX FDS S&P 500 ETF SHS | $714,695 | 0.4% | -0% | — |
| 48 |  $CARR | CARRIER GLOBAL Corp | $648,691 | 0.3% | -74% | 61.5 |
| 49 |  $MU | MICRON TECHNOLOGY INC | $624,329 | 0.3% | NEW | 88.4 |
| 50 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD | $587,073 | 0.3% | +9% | — |
| 51 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $585,061 | 0.3% | -0% | — |
| 52 |  $XOM | EXXON MOBIL CORP | $439,542 | 0.2% | +32% | 61.8 |
| 53 | — | VANGUARD INDEX FDS MID CAP ETF | $408,052 | 0.2% | -0% | — |
| 54 |  $BRX | Brixmor Property Group Inc. | $394,164 | 0.2% | -36% | 68.2 |
| 55 |  $MA | Mastercard Inc | $388,174 | 0.2% | +7% | 81.7 |
| 56 |  $MGEE | MGE ENERGY INC | $337,844 | 0.2% | -13% | — |
| 57 | — | VANGUARD WORLD FD CONSUM STP ETF | $337,108 | 0.2% | -9% | — |
| 58 |  $PG | PROCTER & GAMBLE Co | $310,092 | 0.2% | -48% | 72.9 |
| 59 |  $NEE | NEXTERA ENERGY INC | $242,185 | 0.1% | +4% | 71.7 |
| 60 |  $JNJ | JOHNSON & JOHNSON | $238,811 | 0.1% | +17% | 72.8 |
| 61 |  $NI | NISOURCE INC. | $212,303 | 0.1% | NEW | 61.7 |
| 62 |  $CAT | CATERPILLAR INC | $211,830 | 0.1% | +13% | 67.8 |
| 63 |  $BLK | BlackRock, Inc. | $192,342 | 0.1% | +0% | 70.3 |
| 64 |  $SCHW | SCHWAB CHARLES CORP | $187,960 | 0.1% | +0% | 77.2 |
| 65 | — | VANGUARD INDEX FDS TOTAL STK MKT | $177,536 | 0.1% | +4% | — |
| 66 | $SYK | STRYKER CORP | $176,591 | 0.1% | +0% | 69.8 |
| 67 |  $BMY | BRISTOL MYERS SQUIBB CO | $170,485 | 0.1% | +1% | 70.1 |
| 68 | $MRK | Merck & Co., Inc. | $166,158 | 0.1% | +1% | 70.9 |
| 69 |  $DIS | Walt Disney Co | $157,049 | 0.1% | +1% | 68.9 |
| 70 |  $CME | CME GROUP INC. | $145,903 | 0.1% | +0% | 74.5 |
| 71 |  $IRM | IRON MOUNTAIN INC | $134,162 | 0.1% | +1% | 50.7 |
| 72 |  $PSX | Phillips 66 | $129,197 | 0.1% | +25% | 47.6 |
| 73 |  $GWW | W.W. GRAINGER, INC. | $122,171 | 0.1% | +6% | 69.5 |
| 74 |  $KKR | KKR & Co. Inc. | $115,976 | 0.1% | +0% | 49.8 |
| 75 |  $CG | Carlyle Group Inc. | $109,992 | 0.1% | +1% | 47.3 |
| 76 | — | ISHARES TR 1 3 YR TREAS BD | $106,134 | 0.1% | +11% | — |
| 77 |  $CVX | CHEVRON CORP | $101,160 | 0.1% | +561% | 54.7 |
| 78 | — | VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | $96,141 | 0.1% | -18% | — |
| 79 | — | ISHARES TR RUSSELL 3000 ETF | $89,120 | 0.1% | +0% | — |
| 80 | — | SPDR SERIES TRUST STATE STREET SPD | $84,146 | 0.0% | +0% | — |
| 81 |  $WTRG | Essential Utilities, Inc. | $83,468 | 0.0% | +1% | 70.9 |
| 82 |  $TSLA | Tesla, Inc. | $81,785 | 0.0% | +0% | 50.1 |
| 83 |  $WM | WASTE MANAGEMENT INC | $74,218 | 0.0% | +0% | 70.7 |
| 84 |  $FAST | FASTENAL CO | $72,400 | 0.0% | +1% | 73.5 |
| 85 |  $MO | ALTRIA GROUP, INC. | $70,560 | 0.0% | +2% | 72.1 |
| 86 | — | ISHARES TR EXPND TEC SC ETF | $66,959 | 0.0% | NEW | — |
| 87 |  $COP | CONOCOPHILLIPS | $64,949 | 0.0% | +1% | 74.8 |
| 88 |  $SYY | SYSCO CORP | $64,197 | 0.0% | NEW | 58.4 |
| 89 |  $ON | ON SEMICONDUCTOR CORP | $61,920 | 0.0% | +0% | 42.4 |
| 90 |  $ITW | ILLINOIS TOOL WORKS INC | $58,738 | 0.0% | +1% | 71.2 |
| 91 | — | VANGUARD WORLD FD MEGA CAP VAL ETF | $57,980 | 0.0% | NEW | — |
| 92 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $55,761 | 0.0% | +1% | 74.6 |
| 93 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $54,819 | 0.0% | -9% | 63.7 |
| 94 |  $XEL | XCEL ENERGY INC | $50,437 | 0.0% | +1% | — |
| 95 |  $BX | Blackstone Inc. | $47,324 | 0.0% | +1% | 68 |
| 96 | — | SELECT SECTOR SPDR TR STATE STREET CON | $46,459 | 0.0% | +1% | — |
| 97 |  $ETR | ENTERGY CORP /DE/ | $46,354 | 0.0% | +0% | 65.1 |
| 98 | — | VANGUARD WORLD FD UTILITIES ETF | $46,065 | 0.0% | +186% | — |
| 99 |  $MDLZ | Mondelez International, Inc. | $43,623 | 0.0% | +1% | 53.9 |
| 100 | — | VANGUARD INDEX FDS SMALL CP ETF | $41,086 | 0.0% | +1% | — |
| 101 |  $DHR | DANAHER CORP /DE/ | $40,561 | 0.0% | -6% | 63.9 |
| 102 |  $DRTS | Alpha Tau Medical Ltd. | $39,352 | 0.0% | +0% | — |
| 103 | — | VANGUARD INDEX FDS SM CP VAL ETF | $37,133 | 0.0% | NEW | — |
| 104 | — | VANGUARD INDEX FDS REAL ESTATE ETF | $35,401 | 0.0% | +320% | — |
| 105 |  $PFE | PFIZER INC | $34,831 | 0.0% | +2% | 69 |
| 106 |  $T | AT&T INC. | $32,649 | 0.0% | +1% | 71.9 |
| 107 | — | ISHARES TR RUSSELL 2000 ETF | $31,700 | 0.0% | NEW | — |
| 108 | — | SPDR SERIES TRUST STATE STREET SPD | $31,592 | 0.0% | +0% | — |
| 109 |  $OSK | OSHKOSH CORP | $29,442 | 0.0% | NEW | 53 |
| 110 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $29,338 | 0.0% | NEW | 66.5 |
| 111 |  $AMGN | AMGEN INC | $28,800 | 0.0% | +332% | 79.5 |
| 112 | — | ISHARES TR CORE S&P500 ETF | $28,730 | 0.0% | +0% | — |
| 113 | — | SELECT SECTOR SPDR TR STATE STREET TEC | $27,700 | 0.0% | -1% | — |
| 114 | — | VANGUARD BD INDEX FDS TOTAL BND MRKT | $27,135 | 0.0% | +1% | — |
| 115 | — | ISHARES TR RUS 1000 GRW ETF | $25,332 | 0.0% | +0% | — |
| 116 | — | SCHWAB STRATEGIC TR FUNDAMENTAL US B | $24,576 | 0.0% | -11% | — |
| 117 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $24,235 | 0.0% | +1% | 64.4 |
| 118 | — | ISHARES INC MSCI SWITZERLAND | $22,539 | 0.0% | +0% | — |
| 119 | — | ISHARES INC MSCI CDA ETF | $21,916 | 0.0% | NEW | — |
| 120 | — | SCHWAB STRATEGIC TR SHT TM US TRES | $21,792 | 0.0% | +1% | — |
| 121 |  $CCJ | CAMECO CORP | $21,722 | 0.0% | NEW | — |
| 122 | — | SELECT SECTOR SPDR TR STATE STREET CON | $21,330 | 0.0% | +1% | — |
| 123 |  $META | Meta Platforms, Inc. | $20,381 | 0.0% | -83% | 80.9 |
| 124 |  $CALX | CALIX, INC | $19,596 | 0.0% | +0% | 46.8 |
| 125 | — | VANGUARD WORLD FD HEALTH CAR ETF | $18,914 | 0.0% | +0% | — |
| 126 |  $LOW | LOWES COMPANIES INC | $18,903 | 0.0% | +567% | 63.5 |
| 127 |  $SO | SOUTHERN CO | $18,880 | 0.0% | +1% | 65.1 |
| 128 | — | SPDR INDEX SHS FDS STATE STREET SPD | $18,056 | 0.0% | +0% | — |
| 129 | — | VANGUARD STAR FDS VG TL INTL STK F | $17,907 | 0.0% | NEW | — |
| 130 |  $SSD | Simpson Manufacturing Co., Inc. | $17,691 | 0.0% | +0% | 62.6 |
| 131 |  $F | FORD MOTOR CO | $17,572 | 0.0% | +1% | 58.5 |
| 132 | — | SCHWAB STRATEGIC TR US DIVIDEND EQ | $17,280 | 0.0% | +1% | — |
| 133 | — | ISHARES TR CORE MSCI EAFE | $16,612 | 0.0% | +0% | — |
| 134 | — | VANGUARD INDEX FDS MCAP VL IDXVIP | $16,033 | 0.0% | +0% | — |
| 135 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $16,005 | 0.0% | +0% | 72.9 |
| 136 | — | ISHARES TR MSCI UK ETF NEW | $15,769 | 0.0% | +0% | — |
| 137 |  $CRWV | CoreWeave, Inc. | $15,494 | 0.0% | +0% | 46.5 |
| 138 | — | ISHARES TR CORE DIV GRWTH | $15,440 | 0.0% | +0% | — |
| 139 |  $LIN | LINDE PLC | $12,394 | 0.0% | NEW | — |
| 140 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $11,766 | 0.0% | +0% | 64.9 |
| 141 | — | VANGUARD INDEX FDS VALUE ETF | $11,502 | 0.0% | -11% | — |
| 142 | — | ISHARES INC MSCI SINGPOR ETF | $11,304 | 0.0% | +0% | — |
| 143 |  $HON | HONEYWELL INTERNATIONAL INC | $11,076 | 0.0% | NEW | 65.7 |
| 144 |  $CCZ | COMCAST CORP | $10,880 | 0.0% | +1% | 70.4 |
| 145 |  $ECL | ECOLAB INC. | $10,641 | 0.0% | NEW | 64.3 |
| 146 | — | SPDR SERIES TRUST STATE STREET SPD | $10,447 | 0.0% | +0% | — |
| 147 |  $KLAC | KLA CORP | $10,439 | 0.0% | +0% | 84.4 |
| 148 |  $CEG | Constellation Energy Corp | $9,860 | 0.0% | +0% | 62.5 |
| 149 | — | ISHARES TR RUS MDCP VAL ETF | $8,900 | 0.0% | +0% | — |
| 150 |  $GD | GENERAL DYNAMICS CORP | $8,581 | 0.0% | NEW | 73 |
| 151 |  $KDP | Keurig Dr Pepper Inc. | $8,491 | 0.0% | +1% | 63.1 |
| 152 |  $VRSK | Verisk Analytics, Inc. | $8,407 | 0.0% | +0% | 77.3 |
| 153 |  $EMR | EMERSON ELECTRIC CO | $8,255 | 0.0% | NEW | 65.9 |
| 154 | — | SPDR SERIES TRUST STATE STREET SPD | $8,054 | 0.0% | +0% | — |
| 155 | — | SCHWAB STRATEGIC TR EMRG MKTEQ ETF | $7,871 | 0.0% | +0% | — |
| 156 | — | SCHWAB STRATEGIC TR US BRD MKT ETF | $7,865 | 0.0% | +0% | — |
| 157 | — | SELECT SECTOR SPDR TR STATE STREET FIN | $7,628 | 0.0% | +0% | — |
| 158 | — | SELECT SECTOR SPDR TR STATE STREET COM | $7,561 | 0.0% | +0% | — |
| 159 |  $WMB | WILLIAMS COMPANIES, INC. | $7,028 | 0.0% | +1% | 72.8 |
| 160 |  $EXC | EXELON CORP | $6,942 | 0.0% | +1% | 63.9 |
| 161 |  $ORLY | O REILLY AUTOMOTIVE INC | $6,924 | 0.0% | +0% | 72.7 |
| 162 |  $SPGI | S&P Global Inc. | $6,806 | 0.0% | NEW | 79.4 |
| 163 |  $IBKR | Interactive Brokers Group, Inc. | $6,707 | 0.0% | NEW | 75.5 |
| 164 |  $HUBS | HUBSPOT INC | $6,591 | 0.0% | +0% | 58.1 |
| 165 |  $CI | Cigna Group | $6,329 | 0.0% | +0% | 66.8 |
| 166 | — | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $6,285 | 0.0% | +0% | — |
| 167 |  $UL | UNILEVER PLC | $5,868 | 0.0% | +0% | — |
| 168 |  $NKE | NIKE, Inc. | $5,786 | 0.0% | -27% | 53.4 |
| 169 | — | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $5,660 | 0.0% | +0% | — |
| 170 |  $AFL | AFLAC INC | $5,486 | 0.0% | NEW | 60.3 |
| 171 |  $CAH | CARDINAL HEALTH INC | $5,372 | 0.0% | +0% | 58.6 |
| 172 |  $BIIB | BIOGEN INC. | $5,317 | 0.0% | +0% | 65.6 |
| 173 | — | EVERPURE INC CL A | $5,314 | 0.0% | +0% | — |
| 174 | — | FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA | $5,296 | 0.0% | +0% | — |
| 175 |  $WRB | BERKLEY W R CORP | $5,038 | 0.0% | NEW | 71.8 |
| 176 |  $ZWS | Zurn Elkay Water Solutions Corp | $4,843 | 0.0% | NEW | 67.4 |
| 177 |  $TDY | TELEDYNE TECHNOLOGIES INC | $4,841 | 0.0% | NEW | 70.2 |
| 178 |  $LPLA | LPL Financial Holdings Inc. | $4,814 | 0.0% | NEW | 61.8 |
| 179 | — | VANGUARD WORLD FD ESG US STK ETF | $4,702 | 0.0% | +0% | — |
| 180 | — | SPDR SERIES TRUST STATE STREET SPD | $4,695 | 0.0% | +2% | — |
| 181 |  $AFRM | Affirm Holdings, Inc. | $4,582 | 0.0% | +0% | 71.7 |
| 182 |  $OTIS | Otis Worldwide Corp | $4,546 | 0.0% | +0% | 60.3 |
| 183 |  $NDSN | NORDSON CORP | $4,524 | 0.0% | NEW | 67.8 |
| 184 |  $ALLE | Allegion plc | $4,504 | 0.0% | NEW | — |
| 185 |  $ULS | UL Solutions Inc. | $4,457 | 0.0% | NEW | 64.1 |
| 186 |  $NOW | ServiceNow, Inc. | $4,182 | 0.0% | +0% | 76 |
| 187 |  $ROL | ROLLINS INC | $4,166 | 0.0% | NEW | 73.2 |
| 188 |  $ETSY | ETSY INC | $3,249 | 0.0% | +0% | 50.4 |
| 189 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $3,248 | 0.0% | NEW | 58.8 |
| 190 |  $IONQ | IonQ, Inc. | $2,883 | 0.0% | +0% | 32.8 |
| 191 |  $GEV | GE Vernova Inc. | $2,625 | 0.0% | +0% | 70.1 |
| 192 | — | VANGUARD WORLD FD INDUSTRIAL ETF | $2,541 | 0.0% | +0% | — |
| 193 |  $JOBY | Joby Aviation, Inc. | $2,478 | 0.0% | +0% | 28.7 |
| 194 |  $TYL | TYLER TECHNOLOGIES INC | $2,397 | 0.0% | +0% | 69.3 |
| 195 |  $ACHR | Archer Aviation Inc. | $2,068 | 0.0% | +0% | 25 |
| 196 |  $QBTS | D-Wave Quantum Inc. | $1,443 | 0.0% | +0% | 24.7 |
| 197 |  $RGTI | Rigetti Computing, Inc. | $1,404 | 0.0% | +0% | 8.1 |
| 198 |  $ALH | Alliance Laundry Holdings Inc. | $830 | 0.0% | +0% | — |
| 199 |  $VSNT | Versant Media Group, Inc. | $519 | 0.0% | NEW | — |
| 200 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $344 | 0.0% | +0% | — |
| 201 |  $CRON | Cronos Group Inc. | $251 | 0.0% | +0% | 48.6 |
| 202 |  $LCID | Lucid Group, Inc. | $96 | 0.0% | +0% | 30.1 |
| 203 |  $WBD | Warner Bros. Discovery, Inc. | $83 | 0.0% | +0% | 42.1 |
| 204 |  $CGC | Canopy Growth Corp | $2 | 0.0% | +0% | 20.1 |
New Positions (32)
$LRCX LAM RESEARCH CORP$1.5M$AMD ADVANCED MICRO DEVICES INC$1.4M$MU MICRON TECHNOLOGY INC$624,329$NI NISOURCE INC.$212,303 ISHARES TR EXPND TEC SC ETF$66,959
$SYY SYSCO CORP$64,197 VANGUARD WORLD FD MEGA CAP VAL ETF$57,980
VANGUARD INDEX FDS SM CP VAL ETF$37,133
ISHARES TR RUSSELL 2000 ETF$31,700
$OSK OSHKOSH CORP$29,442$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$29,338 ISHARES INC MSCI CDA ETF$21,916
$CCJ CAMECO CORP$21,722 VANGUARD STAR FDS VG TL INTL STK F$17,907
$LIN LINDE PLC$12,394
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