Aries Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729515
Institutional-grade research for retail investors
13F Reported Value
ⓘ$454.8M
Holdings
234
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Aries Wealth Management disclosed 234 positions worth $454.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.8% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 11 — including a new stake in $NOW and a full exit from $ADBE. The portfolio is most concentrated in Other (46.6% of disclosed assets). All figures are sourced directly from Aries Wealth Management’s Form 13F-HR filing with the SEC under CIK 1729515.
AI Fund Analysis
Stable
$AAPL4.8% weight
Held 9 quarters
ISHARES TR
4.2% weight
Held 9 quarters
VANGUARD INDEX FDS
4.0% weight
Held 9 quarters
VANGUARD INDEX FDS
3.8% weight
Held 9 quarters
$SPY3.7% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 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
- 76.1#112
Quality
$21.9M86,348 sh ISHARES TR
—Quality
$19.1M196,663 shVANGUARD INDEX FDS
—Quality
$18.4M42,177 shVANGUARD INDEX FDS
—Quality
$17.2M65,524 sh- —
Quality
$16.8M25,909 sh VANGUARD INDEX FDS
—Quality
$13.7M47,854 sh- 83.7
Quality
$13.3M35,827 sh - 67.8
Quality
$12.5M17,590 sh ISHARES TR
—Quality
$11.2M197,635 sh- 80.2
Quality
$9.4M32,744 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $21.9M | 86,348 |
| ISHARES TR | — | $19.1M | 196,663 |
| VANGUARD INDEX FDS | — | $18.4M | 42,177 |
| VANGUARD INDEX FDS | — | $17.2M | 65,524 |
| SPDR S&P 500 ETF TRUST$SPY | — | $16.8M | 25,909 |
| VANGUARD INDEX FDS | — | $13.7M | 47,854 |
 MICROSOFT CORP$MSFT | 83.7 | $13.3M | 35,827 |
 CATERPILLAR INC$CAT | 67.8 | $12.5M | 17,590 |
| ISHARES TR | — | $11.2M | 197,635 |
 Alphabet Inc.$GOOG | 80.2 | $9.4M | 32,744 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aries Wealth Management's 234 positions.
Showing top 10 of 234 holdings.
Sector Allocation
Other
$212.1M
Technology
$75.8M
Financials
$45.7M
Consumer Discretionary
$31.8M
Industrials
$28.4M
Healthcare
$26.5M
Energy
$12.1M
Consumer Staples
$10.6M
Full Holdings — Aries Wealth Management (Q1 2026)
All 234 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 | $AAPL | Apple Inc. | $21.9M | 4.8% | -1% | 76.1 |
| 2 | — | ISHARES TR | $19.1M | 4.2% | +11% | — |
| 3 | — | VANGUARD INDEX FDS | $18.4M | 4.0% | +4% | — |
| 4 | — | VANGUARD INDEX FDS | $17.2M | 3.8% | +13% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $16.8M | 3.7% | +3% | — |
| 6 | — | VANGUARD INDEX FDS | $13.7M | 3.0% | +8% | — |
| 7 | $MSFT | MICROSOFT CORP | $13.3M | 2.9% | +0% | 83.7 |
| 8 | $CAT | CATERPILLAR INC | $12.5M | 2.7% | -1% | 67.8 |
| 9 | — | ISHARES TR | $11.2M | 2.5% | +12% | — |
| 10 | $GOOG | Alphabet Inc. | $9.4M | 2.1% | -0% | 80.2 |
| 11 | — | ISHARES TR | $9.1M | 2.0% | +36% | — |
| 12 |  $AMZN | AMAZON COM INC | $9.1M | 2.0% | +2% | 74.6 |
| 13 | — | VANGUARD INDEX FDS | $8.7M | 1.9% | +11% | — |
| 14 | — | SPDR SERIES TRUST | $7.3M | 1.6% | -2% | — |
| 15 |  $XOM | EXXON MOBIL CORP | $7.0M | 1.6% | -7% | 61.8 |
| 16 |  $WMT | Walmart Inc. | $6.8M | 1.5% | -0% | 63.2 |
| 17 | — | VANGUARD INDEX FDS | $6.4M | 1.4% | +7% | — |
| 18 |  $META | Meta Platforms, Inc. | $6.3M | 1.4% | +5% | 80.9 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $6.2M | 1.4% | -0% | 72.8 |
| 20 |  $GLD | SPDR GOLD TRUST | $6.0M | 1.3% | -3% | — |
| 21 | — | INVESCO EXCH TRADED FD TR II | $5.8M | 1.3% | +6% | — |
| 22 | — | ISHARES TR | $5.7M | 1.3% | +0% | — |
| 23 | — | ISHARES TR | $5.2M | 1.1% | +11% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.1% | +0% | 35.6 |
| 25 |  $HD | HOME DEPOT, INC. | $4.9M | 1.1% | -0% | 69.2 |
| 26 | — | ISHARES TR | $4.5M | 1.0% | -1% | — |
| 27 |  $WT | WisdomTree, Inc. | $4.3M | 0.9% | -4% | 62.9 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.9% | +3% | 67 |
| 29 |  $V | VISA INC. | $4.0M | 0.9% | +0% | 83.5 |
| 30 | — | VANGUARD SCOTTSDALE FDS | $3.9M | 0.9% | -0% | — |
| 31 | — | SPDR SERIES TRUST | $3.9M | 0.8% | +2% | — |
| 32 |  $LLY | ELI LILLY & Co | $3.8M | 0.8% | +0% | 89.3 |
| 33 | — | VANECK ETF TRUST | $3.4M | 0.8% | -21% | — |
| 34 |  $MRK | Merck & Co., Inc. | $3.1M | 0.7% | -1% | 70.9 |
| 35 | — | ISHARES TR | $3.1M | 0.7% | +2% | — |
| 36 |  $PG | PROCTER & GAMBLE Co | $2.9M | 0.7% | -7% | 72.9 |
| 37 |  $WM | WASTE MANAGEMENT INC | $2.8M | 0.6% | -0% | 70.7 |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.8M | 0.6% | -1% | 66.7 |
| 39 | — | ISHARES TR | $2.7M | 0.6% | -3% | — |
| 40 | — | ISHARES TR | $2.7M | 0.6% | +3% | — |
| 41 | — | ISHARES TR | $2.7M | 0.6% | +2% | — |
| 42 |  $ABBV | AbbVie Inc. | $2.7M | 0.6% | -4% | 59.3 |
| 43 |  $CB | Chubb Ltd | $2.4M | 0.5% | +0% | — |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $2.4M | 0.5% | +5% | — |
| 45 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.4M | 0.5% | -1% | 63.7 |
| 46 |  $TJX | TJX COMPANIES INC /DE/ | $2.3M | 0.5% | +0% | 70.7 |
| 47 |  $PEP | PEPSICO INC | $2.3M | 0.5% | -6% | 62.7 |
| 48 | — | VANGUARD INDEX FDS | $2.2M | 0.5% | +0% | — |
| 49 |  $RTX | RTX Corp | $2.0M | 0.5% | -0% | 70 |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.5% | +0% | — |
| 51 |  $CVX | CHEVRON CORP | $2.0M | 0.4% | +0% | 54.7 |
| 52 | — | VANGUARD TAX-MANAGED FDS | $2.0M | 0.4% | +0% | — |
| 53 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1.9M | 0.4% | +26% | — |
| 54 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.4% | +2% | 67 |
| 55 |  $ETH | Grayscale Ethereum Staking Mini ETF | $1.9M | 0.4% | +43% | — |
| 56 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.4% | -7% | 74.8 |
| 57 |  $MCD | MCDONALDS CORP | $1.8M | 0.4% | +0% | 73.9 |
| 58 | — | VANGUARD SCOTTSDALE FDS | $1.8M | 0.4% | -2% | — |
| 59 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.8M | 0.4% | +0% | 73.6 |
| 60 | — | VANGUARD MALVERN FDS | $1.8M | 0.4% | +13% | — |
| 61 | — | SELECT SECTOR SPDR TR | $1.8M | 0.4% | +153% | — |
| 62 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.4% | +5% | — |
| 63 |  $GEV | GE Vernova Inc. | $1.6M | 0.3% | -7% | 70.1 |
| 64 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.3% | +60% | — |
| 65 |  $IVZ | Invesco Ltd. | $1.6M | 0.3% | -2% | — |
| 66 |  $ITW | ILLINOIS TOOL WORKS INC | $1.6M | 0.3% | +0% | 71.2 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | -4% | 64.5 |
| 68 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.5M | 0.3% | +0% | 77.9 |
| 69 |  $BLK | BlackRock, Inc. | $1.5M | 0.3% | +0% | 70.3 |
| 70 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.3% | -0% | — |
| 71 | — | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.3% | +0% | — |
| 72 |  $NVDA | NVIDIA CORP | $1.4M | 0.3% | -6% | 90.2 |
| 73 | — | ISHARES TR | $1.4M | 0.3% | +0% | — |
| 74 |  $GOOGL | Alphabet Inc. | $1.4M | 0.3% | +0% | 80.2 |
| 75 | $META | Meta Platforms, Inc. | $1.3M | 0.3% | -1% | 80.9 |
| 76 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.3% | -0% | 71.7 |
| 77 |  $AVGO | Broadcom Inc. | $1.3M | 0.3% | -6% | 86.4 |
| 78 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.3% | +0% | 70.4 |
| 79 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.3% | +0% | 74 |
| 80 |  $KLAC | KLA CORP | $1.2M | 0.3% | -2% | 84.4 |
| 81 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.3% | +0% | 72.3 |
| 82 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | +2% | — |
| 83 |  $CL | COLGATE PALMOLIVE CO | $1.2M | 0.3% | -3% | 72.4 |
| 84 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.2M | 0.3% | -4% | — |
| 85 |  $LIN | LINDE PLC | $1.2M | 0.3% | +0% | — |
| 86 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.1M | 0.3% | +24% | — |
| 87 |  $AEM | AGNICO EAGLE MINES LTD | $1.1M | 0.3% | -45% | — |
| 88 |  $INDB | INDEPENDENT BANK CORP | $1.1M | 0.3% | +0% | — |
| 89 |  $UBER | Uber Technologies, Inc | $1.1M | 0.2% | +11% | 79.3 |
| 90 | — | ISHARES TR | $1.1M | 0.2% | +0% | — |
| 91 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.2% | +0% | 63.5 |
| 92 |  $RKLB | Rocket Lab Corp | $1.1M | 0.2% | -28% | 37.2 |
| 93 | — | ISHARES TR | $1.1M | 0.2% | +37% | — |
| 94 |  $MCK | MCKESSON CORP | $1.0M | 0.2% | +0% | 63.7 |
| 95 | — | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.2% | +0% | — |
| 96 |  $ACN | Accenture plc | $1.0M | 0.2% | -2% | — |
| 97 | — | SELECT SECTOR SPDR TR | $1.0M | 0.2% | +0% | — |
| 98 |  $MA | Mastercard Inc | $968,841 | 0.2% | +0% | 81.7 |
| 99 |  $KOD | Kodiak Sciences Inc. | $953,000 | 0.2% | +0% | — |
| 100 |  $KO | COCA COLA CO | $925,452 | 0.2% | -0% | 74 |
| 101 |  $AZN | ASTRAZENECA PLC | $899,520 | 0.2% | -52% | — |
| 102 | — | VANGUARD INDEX FDS | $899,140 | 0.2% | +0% | — |
| 103 |  $NFLX | NETFLIX INC | $893,234 | 0.2% | +12% | 86.7 |
| 104 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $865,367 | 0.2% | +90% | — |
| 105 |  $PFE | PFIZER INC | $837,823 | 0.2% | -2% | 69 |
| 106 |  $NOW | ServiceNow, Inc. | $829,709 | 0.2% | NEW | 76 |
| 107 |  $KKR | KKR & Co. Inc. | $819,920 | 0.2% | +0% | 49.8 |
| 108 |  $EMR | EMERSON ELECTRIC CO | $810,490 | 0.2% | -9% | 65.9 |
| 109 |  $MMM | 3M CO | $807,914 | 0.2% | -2% | 60.7 |
| 110 |  $TRV | TRAVELERS COMPANIES, INC. | $775,285 | 0.2% | +0% | 71.5 |
| 111 |  $CI | Cigna Group | $740,765 | 0.2% | -27% | 66.8 |
| 112 |  $SHEL | Shell plc | $740,466 | 0.2% | -0% | — |
| 113 |  $ETN | Eaton Corp plc | $727,858 | 0.2% | +0% | — |
| 114 |  $GBTC | Grayscale Bitcoin Trust ETF | $723,867 | 0.2% | +0% | — |
| 115 |  $DIS | Walt Disney Co | $704,923 | 0.1% | -12% | 68.9 |
| 116 |  $MNST | Monster Beverage Corp | $702,862 | 0.1% | +0% | 77 |
| 117 |  $HON | HONEYWELL INTERNATIONAL INC | $694,364 | 0.1% | -5% | 65.7 |
| 118 | — | ISHARES TR | $687,409 | 0.1% | +1% | — |
| 119 |  $TMUS | T-Mobile US, Inc. | $685,748 | 0.1% | +0% | 72.7 |
| 120 |  $TTE | TotalEnergies SE | $680,206 | 0.1% | +0% | — |
| 121 |  $AXSM | Axsome Therapeutics, Inc. | $676,080 | 0.1% | +0% | 36.6 |
| 122 |  $BMY | BRISTOL MYERS SQUIBB CO | $655,202 | 0.1% | +0% | 70.1 |
| 123 |  $WSM | WILLIAMS SONOMA INC | $653,288 | 0.1% | +0% | 65 |
| 124 | — | SELECT SECTOR SPDR TR | $652,276 | 0.1% | +45% | — |
| 125 | — | SELECT SECTOR SPDR TR | $651,535 | 0.1% | +0% | — |
| 126 | — | ISHARES TR | $647,984 | 0.1% | +0% | — |
| 127 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $644,020 | 0.1% | -3% | 71.5 |
| 128 |  $AXP | AMERICAN EXPRESS CO | $634,603 | 0.1% | +0% | 73.2 |
| 129 |  $PTC | PTC INC. | $626,244 | 0.1% | NEW | 69.8 |
| 130 | — | ISHARES TR | $619,178 | 0.1% | -21% | — |
| 131 |  $STT | STATE STREET CORP | $604,830 | 0.1% | +0% | 61.5 |
| 132 |  $IAU | ISHARES GOLD TRUST | $604,778 | 0.1% | +3% | — |
| 133 |  $HUBB | HUBBELL INC | $591,832 | 0.1% | +0% | 68.7 |
| 134 |  $MDLZ | Mondelez International, Inc. | $571,270 | 0.1% | -13% | 53.9 |
| 135 |  $ORCL | ORACLE CORP | $565,785 | 0.1% | -45% | 67.2 |
| 136 | — | VANGUARD BD INDEX FDS | $565,334 | 0.1% | +0% | — |
| 137 |  $ETHE | Grayscale Ethereum Staking ETF | $562,917 | 0.1% | +0% | — |
| 138 |  $GS | GOLDMAN SACHS GROUP INC | $544,818 | 0.1% | +0% | — |
| 139 |  $PSX | Phillips 66 | $541,621 | 0.1% | +0% | 47.6 |
| 140 |  $LRCX | LAM RESEARCH CORP | $536,287 | 0.1% | -9% | 82.4 |
| 141 | — | ISHARES INC | $535,192 | 0.1% | +0% | — |
| 142 |  $FDX | FEDEX CORP | $534,270 | 0.1% | +0% | 60.3 |
| 143 | — | ISHARES TR | $533,601 | 0.1% | +0% | — |
| 144 |  $ISRG | INTUITIVE SURGICAL INC | $525,068 | 0.1% | +45% | 81.4 |
| 145 | — | ISHARES TR | $513,812 | 0.1% | +0% | — |
| 146 |  $CRM | Salesforce, Inc. | $509,422 | 0.1% | -6% | 75.2 |
| 147 | — | FIRST TR EXCHANGE-TRADED FD | $508,130 | 0.1% | +0% | — |
| 148 |  $RNR | RENAISSANCERE HOLDINGS LTD | $498,752 | 0.1% | +0% | — |
| 149 |  $INTC | INTEL CORP | $491,211 | 0.1% | +0% | 41.5 |
| 150 |  $COP | CONOCOPHILLIPS | $489,588 | 0.1% | +0% | 74.8 |
| 151 |  $AMP | AMERIPRISE FINANCIAL INC | $480,396 | 0.1% | +0% | 70.2 |
| 152 | — | ISHARES TR | $477,505 | 0.1% | +0% | — |
| 153 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $467,355 | 0.1% | +0% | 69.5 |
| 154 | — | FIRST TR EXCHANGE TRADED FD | $465,959 | 0.1% | +0% | — |
| 155 | — | VANGUARD SCOTTSDALE FDS | $461,881 | 0.1% | +0% | — |
| 156 | — | SPDR SERIES TRUST | $461,389 | 0.1% | +93% | — |
| 157 |  $ORLY | O REILLY AUTOMOTIVE INC | $458,319 | 0.1% | +0% | 72.7 |
| 158 |  $LMT | LOCKHEED MARTIN CORP | $452,084 | 0.1% | +0% | 65 |
| 159 | — | ISHARES INC | $445,796 | 0.1% | +0% | — |
| 160 |  $NXPI | NXP Semiconductors N.V. | $429,549 | 0.1% | +0% | — |
| 161 |  $DHR | DANAHER CORP /DE/ | $427,927 | 0.1% | +0% | 63.9 |
| 162 |  $UNM | Unum Group | $418,900 | 0.1% | +0% | 49.5 |
| 163 |  $PH | Parker-Hannifin Corp | $415,391 | 0.1% | +0% | 73.8 |
| 164 | — | VANGUARD SCOTTSDALE FDS | $414,230 | 0.1% | +0% | — |
| 165 |  $ECL | ECOLAB INC. | $412,065 | 0.1% | +0% | 64.3 |
| 166 |  $PI | IMPINJ INC | $410,800 | 0.1% | -20% | 35.3 |
| 167 |  $ARES | Ares Management Corp | $406,507 | 0.1% | +0% | 70.8 |
| 168 |  $BABA | Alibaba Group Holding Ltd | $398,336 | 0.1% | +31% | — |
| 169 |  $CEG | Constellation Energy Corp | $390,671 | 0.1% | -3% | 62.5 |
| 170 |  $NUE | NUCOR CORP | $389,776 | 0.1% | -6% | 58.9 |
| 171 | — | ISHARES TR | $384,027 | 0.1% | +0% | — |
| 172 | $IVZ | Invesco Ltd. | $381,614 | 0.1% | NEW | — |
| 173 |  $AFL | AFLAC INC | $368,845 | 0.1% | +0% | 60.3 |
| 174 |  $URI | UNITED RENTALS, INC. | $364,280 | 0.1% | +0% | 70.7 |
| 175 |  $RSG | REPUBLIC SERVICES, INC. | $361,383 | 0.1% | -7% | 72 |
| 176 | — | SPDR SERIES TRUST | $352,535 | 0.1% | +0% | — |
| 177 | $IVZ | Invesco Ltd. | $352,420 | 0.1% | +0% | — |
| 178 |  $WMB | WILLIAMS COMPANIES, INC. | $352,037 | 0.1% | +0% | 72.8 |
| 179 |  $XYL | Xylem Inc. | $334,600 | 0.1% | +0% | 65.6 |
| 180 | — | DBX ETF TR | $331,923 | 0.1% | +0% | — |
| 181 | — | DBX ETF TR | $322,767 | 0.1% | +0% | — |
| 182 | — | SELECT SECTOR SPDR TR | $319,311 | 0.1% | +0% | — |
| 183 |  $AMGN | AMGEN INC | $315,961 | 0.1% | +0% | 79.5 |
| 184 |  $DELL | Dell Technologies Inc. | $308,729 | 0.1% | +0% | 76 |
| 185 | — | SPDR SERIES TRUST | $306,336 | 0.1% | +0% | — |
| 186 |  $TTMI | TTM TECHNOLOGIES INC | $304,730 | 0.1% | +0% | 59 |
| 187 | — | ISHARES TR | $304,062 | 0.1% | +0% | — |
| 188 |  $MELI | MERCADOLIBRE INC | $302,579 | 0.1% | +0% | 77.5 |
| 189 |  $ALL | ALLSTATE CORP | $299,192 | 0.1% | +0% | 76.6 |
| 190 |  $SNPS | SYNOPSYS INC | $296,567 | 0.1% | NEW | 63.1 |
| 191 | — | ISHARES TR | $296,275 | 0.1% | +0% | — |
| 192 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $289,479 | 0.1% | -3% | 65.3 |
| 193 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $288,986 | 0.1% | +0% | — |
| 194 |  $PWR | QUANTA SERVICES, INC. | $286,039 | 0.1% | +0% | 62.6 |
| 195 |  $HXL | HEXCEL CORP /DE/ | $283,255 | 0.1% | +0% | 50.5 |
| 196 |  $MS | MORGAN STANLEY | $280,921 | 0.1% | +0% | — |
| 197 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $270,157 | 0.1% | +0% | 76.6 |
| 198 | — | ISHARES TR | $268,365 | 0.1% | +2% | — |
| 199 |  $SHW | SHERWIN WILLIAMS CO | $263,172 | 0.1% | +0% | 65.3 |
| 200 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $262,160 | 0.1% | +0% | 75.4 |
| 201 | — | SELECT SECTOR SPDR TR | $252,303 | 0.1% | +0% | — |
| 202 |  $CMI | CUMMINS INC | $250,179 | 0.1% | +0% | 58.9 |
| 203 |  $SYK | STRYKER CORP | $249,728 | 0.1% | -6% | 69.8 |
| 204 | — | SELECT SECTOR SPDR TR | $244,890 | 0.1% | +0% | — |
| 205 |  $TXT | TEXTRON INC | $242,629 | 0.1% | +0% | 58.2 |
| 206 |  $CRS | CARPENTER TECHNOLOGY CORP | $242,008 | 0.1% | NEW | 69.9 |
| 207 |  $CPSH | CPS TECHNOLOGIES CORP/DE/ | $238,986 | 0.1% | +46% | 40.5 |
| 208 |  $ROK | ROCKWELL AUTOMATION, INC | $236,861 | 0.1% | +0% | 68.2 |
| 209 |  $MO | ALTRIA GROUP, INC. | $235,584 | 0.1% | +0% | 72.1 |
| 210 |  $BWXT | BWX Technologies, Inc. | $233,528 | 0.1% | NEW | 68 |
| 211 |  $CCI | CROWN CASTLE INC. | $230,026 | 0.1% | +0% | 52.9 |
| 212 |  $TSLA | Tesla, Inc. | $228,255 | 0.1% | -5% | 50.1 |
| 213 |  $KMB | KIMBERLY CLARK CORP | $221,495 | 0.1% | -16% | 61.7 |
| 214 |  $COR | Cencora, Inc. | $219,898 | 0.1% | +0% | 59.6 |
| 215 |  $SLB | SLB LIMITED/NV | $218,356 | 0.1% | NEW | 63.2 |
| 216 |  $CPNG | Coupang, Inc. | $217,498 | 0.1% | +12% | 56.4 |
| 217 |  $CTVA | Corteva, Inc. | $216,809 | 0.1% | NEW | 48.4 |
| 218 |  $WFC | WELLS FARGO & COMPANY/MN | $214,947 | 0.1% | -5% | — |
| 219 |  $CARR | CARRIER GLOBAL Corp | $211,726 | 0.1% | NEW | 61.5 |
| 220 | — | VANGUARD WORLD FD | $209,316 | 0.1% | +0% | — |
| 221 | — | BLACKROCK ETF TRUST | $208,823 | 0.1% | +0% | — |
| 222 |  $DE | DEERE & CO | $205,041 | 0.1% | NEW | 57.4 |
| 223 |  $TOST | Toast, Inc. | $204,392 | 0.0% | +3% | 69.5 |
| 224 |  $FSK | FS KKR Capital Corp | $151,580 | 0.0% | -34% | — |
| 225 |  $VSTM | Verastem, Inc. | $139,120 | 0.0% | +0% | 40.8 |
| 226 |  $RDW | Redwire Corp | $85,000 | 0.0% | NEW | 25.3 |
| 227 |  $GSOL | Grayscale Solana Staking ETF | $82,449 | 0.0% | +17% | — |
| 228 |  $NIO | NIO Inc. | $60,300 | 0.0% | +0% | — |
| 229 |  $COTY | COTY INC. | $40,200 | 0.0% | +0% | 35.2 |
| 230 |  $EDIT | Editas Medicine, Inc. | $30,875 | 0.0% | +0% | 10.8 |
| 231 |  $ABTC | American Bitcoin Corp. | $18,488 | 0.0% | +100% | 34.9 |
| 232 |  $MTVA | MetaVia Inc. | $12,000 | 0.0% | NEW | — |
| 233 |  $TCRX | TScan Therapeutics, Inc. | $10,100 | 0.0% | +0% | 8.7 |
| 234 |  $CGC | Canopy Growth Corp | $9,479 | 0.0% | +0% | 20.1 |
New Positions (11)
$NOW ServiceNow, Inc.$829,709$PTC PTC INC.$626,244$SNPS SYNOPSYS INC$296,567$CRS CARPENTER TECHNOLOGY CORP$242,008$BWXT BWX Technologies, Inc.$233,528$SLB SLB LIMITED/NV$218,356$CTVA Corteva, Inc.$216,809$CARR CARRIER GLOBAL Corp$211,726$DE DEERE & CO$205,041$RDW Redwire Corp$85,000$MTVA MetaVia Inc.$12,000
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