Centerpoint Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1733788
Institutional-grade research for retail investors
13F Reported Value
ⓘ$307,338
Holdings
414
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Centerpoint Advisors, LLC disclosed 414 positions worth $307,338 in its Form 13F-HR for Q1 2026. During the quarter the fund opened 17 new positions and exited 18 — including a new stake in $MU and a full exit from $VRE. The portfolio is most concentrated in Other (75.4% of disclosed assets). All figures are sourced directly from Centerpoint Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1733788.
AI Fund Analysis
StableISHARES TR
27.3% weight
Held 9 quarters
ISHARES TR
8.3% weight
Held 9 quarters
ISHARES TR
7.2% weight
Held 9 quarters
ISHARES TR
6.3% weight
Held 9 quarters
ISHARES TR
4.6% weight
Held 9 quarters
ISHARES TR
7 quarters accumulating
J P MORGAN EXCHANGE TRADED
7 quarters accumulating
$EXR7 quarters accumulating
ISHARES TR
6 quarters accumulating
ISHARES TR
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$83.9K128,404 shISHARES TR
—Quality
$25.6K133,280 shISHARES TR
—Quality
$22.2K328,185 shISHARES TR
—Quality
$19.2K53,891 shISHARES TR
—Quality
$14.2K114,077 shISHARES TR
—Quality
$12.6K111,071 sh- 76.1
Quality
$11.4K44,887 sh - 80.2
Quality
$8.2K28,471 sh ISHARES TR
—Quality
$8.1K38,460 sh- 83.7
Quality
$7.8K20,983 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $83.9K | 128,404 |
| ISHARES TR | — | $25.6K | 133,280 |
| ISHARES TR | — | $22.2K | 328,185 |
| ISHARES TR | — | $19.2K | 53,891 |
| ISHARES TR | — | $14.2K | 114,077 |
| ISHARES TR | — | $12.6K | 111,071 |
 Apple Inc.$AAPL | 76.1 | $11.4K | 44,887 |
 Alphabet Inc.$GOOGL | 80.2 | $8.2K | 28,471 |
| ISHARES TR | — | $8.1K | 38,460 |
 MICROSOFT CORP$MSFT | 83.7 | $7.8K | 20,983 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Centerpoint Advisors, LLC's 414 positions.
Showing top 10 of 414 holdings.
Sector Allocation
Other
$231,782
Technology
$44,970
Financials
$10,226
Consumer Discretionary
$5,254
Healthcare
$4,936
Industrials
$2,694
Utilities
$2,015
Consumer Staples
$1,632
Full Holdings — Centerpoint Advisors, LLC (Q1 2026)
All 414 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 | — | ISHARES TR | $83,875 | 27.3% | +0% | — |
| 2 | — | ISHARES TR | $25,564 | 8.3% | +0% | — |
| 3 | — | ISHARES TR | $22,162 | 7.2% | +11% | — |
| 4 | — | ISHARES TR | $19,215 | 6.3% | -5% | — |
| 5 | — | ISHARES TR | $14,181 | 4.6% | -10% | — |
| 6 | — | ISHARES TR | $12,563 | 4.1% | -1% | — |
| 7 | $AAPL | Apple Inc. | $11,392 | 3.7% | -2% | 76.1 |
| 8 | $GOOGL | Alphabet Inc. | $8,167 | 2.7% | -2% | 80.2 |
| 9 | — | ISHARES TR | $8,121 | 2.6% | -1% | — |
| 10 | $MSFT | MICROSOFT CORP | $7,767 | 2.5% | -7% | 83.7 |
| 11 | — | ISHARES TR | $6,269 | 2.0% | -1% | — |
| 12 |  $GOOG | Alphabet Inc. | $5,839 | 1.9% | -0% | 80.2 |
| 13 | — | ISHARES TR | $5,784 | 1.9% | -2% | — |
| 14 | — | ISHARES TR | $4,268 | 1.4% | -0% | — |
| 15 | — | ISHARES TR | $4,225 | 1.4% | -0% | — |
| 16 | — | ISHARES TR | $4,128 | 1.3% | -1% | — |
| 17 |  $NVDA | NVIDIA CORP | $2,792 | 0.9% | -8% | 90.2 |
| 18 | — | SCHWAB STRATEGIC TR | $2,617 | 0.8% | -0% | — |
| 19 | — | SCHWAB STRATEGIC TR | $2,601 | 0.8% | +0% | — |
| 20 | — | ISHARES TR | $2,415 | 0.8% | +0% | — |
| 21 | — | ISHARES TR | $2,339 | 0.8% | +0% | — |
| 22 |  $AMZN | AMAZON COM INC | $1,842 | 0.6% | -6% | 74.6 |
| 23 |  $LLY | ELI LILLY & Co | $1,441 | 0.5% | +0% | 89.3 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1,382 | 0.5% | -11% | 35.6 |
| 25 |  $V | VISA INC. | $1,364 | 0.4% | +0% | 83.5 |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1,359 | 0.4% | +2% | 64.5 |
| 27 |  $META | Meta Platforms, Inc. | $1,357 | 0.4% | +0% | 80.9 |
| 28 |  $AMAT | APPLIED MATERIALS INC /DE | $1,352 | 0.4% | -13% | 74.8 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $1,213 | 0.4% | -0% | — |
| 30 | — | SPDR SERIES TRUST | $1,154 | 0.4% | -2% | — |
| 31 | — | SPDR SERIES TRUST | $1,142 | 0.4% | -1% | — |
| 32 |  $AXP | AMERICAN EXPRESS CO | $1,135 | 0.4% | -3% | 73.2 |
| 33 | — | VANGUARD INDEX FDS | $1,132 | 0.4% | -3% | — |
| 34 |  $COST | COSTCO WHOLESALE CORP /NEW | $1,121 | 0.4% | -4% | 67 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1,020 | 0.3% | -25% | 72.8 |
| 36 |  $ORCL | ORACLE CORP | $999 | 0.3% | -1% | 67.2 |
| 37 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $990 | 0.3% | +0% | 63.7 |
| 38 |  $XOM | EXXON MOBIL CORP | $930 | 0.3% | -6% | 61.8 |
| 39 | — | ISHARES TR | $787 | 0.3% | +0% | — |
| 40 |  $TJX | TJX COMPANIES INC /DE/ | $765 | 0.3% | -1% | 70.7 |
| 41 |  $ES | EVERSOURCE ENERGY | $761 | 0.3% | +0% | 67 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $730 | 0.2% | +0% | — |
| 43 |  $APD | Air Products & Chemicals, Inc. | $714 | 0.2% | +0% | 41.2 |
| 44 |  $HD | HOME DEPOT, INC. | $628 | 0.2% | +0% | 69.2 |
| 45 | — | ISHARES TR | $620 | 0.2% | +3% | — |
| 46 |  $MA | Mastercard Inc | $580 | 0.2% | +0% | 81.7 |
| 47 | — | VANGUARD INDEX FDS | $577 | 0.2% | +0% | — |
| 48 | — | SCHWAB STRATEGIC TR | $532 | 0.2% | -1% | — |
| 49 |  $GLD | SPDR GOLD TRUST | $516 | 0.2% | -24% | — |
| 50 |  $SYK | STRYKER CORP | $493 | 0.2% | +0% | 69.8 |
| 51 |  $ADI | ANALOG DEVICES INC | $477 | 0.2% | -25% | 76.2 |
| 52 |  $SLV | iShares Silver Trust | $467 | 0.1% | +0% | — |
| 53 | — | ISHARES TR | $464 | 0.1% | +0% | — |
| 54 |  $ROK | ROCKWELL AUTOMATION, INC | $449 | 0.1% | +0% | 68.2 |
| 55 |  $SNA | Snap-on Inc | $435 | 0.1% | +0% | 69.3 |
| 56 |  $PM | Philip Morris International Inc. | $428 | 0.1% | -24% | 80.5 |
| 57 | — | NORTHEAST BK PORTLAND ME | $410 | 0.1% | -3% | — |
| 58 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $407 | 0.1% | +0% | 74.6 |
| 59 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $400 | 0.1% | +34% | — |
| 60 |  $NEE | NEXTERA ENERGY INC | $396 | 0.1% | +0% | 71.7 |
| 61 |  $MSI | Motorola Solutions, Inc. | $390 | 0.1% | +0% | 73.8 |
| 62 |  $PG | PROCTER & GAMBLE Co | $370 | 0.1% | +0% | 72.9 |
| 63 |  $SPGI | S&P Global Inc. | $339 | 0.1% | -7% | 79.4 |
| 64 |  $MU | MICRON TECHNOLOGY INC | $338 | 0.1% | NEW | 88.4 |
| 65 |  $UNH | UNITEDHEALTH GROUP INC | $337 | 0.1% | -0% | 66.8 |
| 66 |  $PLTR | Palantir Technologies Inc. | $335 | 0.1% | +54% | 85.8 |
| 67 |  $ABBV | AbbVie Inc. | $321 | 0.1% | -17% | 59.3 |
| 68 | — | SPDR SERIES TRUST | $310 | 0.1% | -4% | — |
| 69 |  $MO | ALTRIA GROUP, INC. | $305 | 0.1% | -18% | 72.1 |
| 70 |  $NXPI | NXP Semiconductors N.V. | $295 | 0.1% | +0% | — |
| 71 |  $STT | STATE STREET CORP | $289 | 0.1% | -4% | 61.5 |
| 72 |  $GE | GENERAL ELECTRIC CO | $287 | 0.1% | +0% | 74.8 |
| 73 |  $PEP | PEPSICO INC | $286 | 0.1% | +0% | 62.7 |
| 74 | — | VANGUARD INDEX FDS | $283 | 0.1% | +0% | — |
| 75 |  $BSX | BOSTON SCIENTIFIC CORP | $251 | 0.1% | +0% | 79.9 |
| 76 | — | ISHARES TR | $238 | 0.1% | +0% | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $238 | 0.1% | +32% | — |
| 78 |  $DHR | DANAHER CORP /DE/ | $237 | 0.1% | +0% | 63.9 |
| 79 |  $LRCX | LAM RESEARCH CORP | $231 | 0.1% | +0% | 82.4 |
| 80 |  $IVZ | Invesco Ltd. | $230 | 0.1% | +0% | — |
| 81 |  $GEV | GE Vernova Inc. | $216 | 0.1% | +0% | 70.1 |
| 82 |  $DIS | Walt Disney Co | $216 | 0.1% | +7% | 68.9 |
| 83 |  $AMT | AMERICAN TOWER CORP /MA/ | $201 | 0.1% | +0% | 69.8 |
| 84 |  $ADBE | ADOBE INC. | $190 | 0.1% | +0% | 80.4 |
| 85 |  $TSLA | Tesla, Inc. | $185 | 0.1% | +18% | 50.1 |
| 86 |  $IEX | IDEX CORP /DE/ | $182 | 0.1% | +0% | 60.6 |
| 87 |  $NFLX | NETFLIX INC | $180 | 0.1% | +0% | 86.7 |
| 88 | $STT | STATE STREET CORP | $178 | 0.1% | +0% | 61.5 |
| 89 | — | J P MORGAN EXCHANGE TRADED F | $171 | 0.1% | +2% | — |
| 90 |  $T | AT&T INC. | $169 | 0.1% | +0% | 71.9 |
| 91 |  $CSCO | CISCO SYSTEMS, INC. | $169 | 0.1% | +0% | 72.3 |
| 92 | — | ISHARES TR | $169 | 0.1% | +11% | — |
| 93 | — | SPDR SERIES TRUST | $166 | 0.1% | -7% | — |
| 94 | — | SPDR SERIES TRUST | $163 | 0.1% | -7% | — |
| 95 | — | ISHARES TR | $160 | 0.1% | +0% | — |
| 96 |  $HON | HONEYWELL INTERNATIONAL INC | $159 | 0.1% | +0% | 65.7 |
| 97 |  $LMT | LOCKHEED MARTIN CORP | $157 | 0.1% | -28% | 65 |
| 98 |  $CAT | CATERPILLAR INC | $152 | 0.1% | +0% | 67.8 |
| 99 |  $J | JACOBS SOLUTIONS INC. | $146 | 0.1% | +0% | 47.7 |
| 100 |  $SGOL | abrdn Gold ETF Trust | $144 | 0.1% | +0% | — |
| 101 | — | SELECT SECTOR SPDR TR | $143 | 0.1% | +0% | — |
| 102 |  $BAC | BANK OF AMERICA CORP /DE/ | $132 | 0.0% | +0% | 68.4 |
| 103 |  $WFC | WELLS FARGO & COMPANY/MN | $132 | 0.0% | +0% | — |
| 104 |  $NEM | NEWMONT Corp /DE/ | $130 | 0.0% | -9% | 88.3 |
| 105 |  $AZO | AUTOZONE INC | $128 | 0.0% | +0% | 66.5 |
| 106 |  $MRK | Merck & Co., Inc. | $125 | 0.0% | +0% | 70.9 |
| 107 |  $ABT | ABBOTT LABORATORIES | $120 | 0.0% | +0% | 67 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $117 | 0.0% | +0% | 66.7 |
| 109 |  $MDT | Medtronic plc | $115 | 0.0% | -16% | — |
| 110 |  $LOW | LOWES COMPANIES INC | $114 | 0.0% | +0% | 63.5 |
| 111 |  $KLAC | KLA CORP | $108 | 0.0% | +0% | 84.4 |
| 112 |  $ED | CONSOLIDATED EDISON INC | $106 | 0.0% | +0% | 71.6 |
| 113 |  $HCA | HCA Healthcare, Inc. | $105 | 0.0% | +0% | 70.5 |
| 114 | — | AMPLIFY ETF TR | $104 | 0.0% | +2233% | — |
| 115 | — | ISHARES TR | $102 | 0.0% | +10% | — |
| 116 |  $JCI | Johnson Controls International plc | $97 | 0.0% | +0% | — |
| 117 | — | ISHARES TR | $95 | 0.0% | +5% | — |
| 118 |  $AVGO | Broadcom Inc. | $93 | 0.0% | +0% | 86.4 |
| 119 |  $GWW | W.W. GRAINGER, INC. | $91 | 0.0% | +0% | 69.5 |
| 120 |  $RTX | RTX Corp | $91 | 0.0% | +0% | 70 |
| 121 |  $LIN | LINDE PLC | $90 | 0.0% | +0% | — |
| 122 |  $AZN | ASTRAZENECA PLC | $89 | 0.0% | -50% | — |
| 123 |  $IAU | ISHARES GOLD TRUST | $89 | 0.0% | +0% | — |
| 124 | — | ISHARES TR | $88 | 0.0% | +28% | — |
| 125 | — | SPDR SERIES TRUST | $86 | 0.0% | +0% | — |
| 126 |  $ESLT | ELBIT SYSTEMS LTD | $85 | 0.0% | +0% | — |
| 127 |  $WM | WASTE MANAGEMENT INC | $85 | 0.0% | +0% | 70.7 |
| 128 |  $CTAS | CINTAS CORP | $85 | 0.0% | +0% | 76.3 |
| 129 | — | J P MORGAN EXCHANGE TRADED F | $84 | 0.0% | +2% | — |
| 130 |  $ETN | Eaton Corp plc | $81 | 0.0% | +0% | — |
| 131 |  $FCX | FREEPORT-MCMORAN INC | $79 | 0.0% | -43% | 73.1 |
| 132 |  $WT | WisdomTree, Inc. | $79 | 0.0% | +0% | 62.9 |
| 133 | — | VANGUARD STAR FDS | $77 | 0.0% | +0% | — |
| 134 |  $DUK | Duke Energy CORP | $72 | 0.0% | +0% | 64 |
| 135 |  $MMM | 3M CO | $69 | 0.0% | +0% | 60.7 |
| 136 |  $BX | Blackstone Inc. | $69 | 0.0% | +0% | 68 |
| 137 | — | ISHARES TR | $69 | 0.0% | +6% | — |
| 138 |  $UTG | REAVES UTILITY INCOME FUND | $67 | 0.0% | +0% | — |
| 139 |  $BTI | British American Tobacco p.l.c. | $64 | 0.0% | -15% | — |
| 140 | — | ISHARES TR | $64 | 0.0% | +0% | — |
| 141 |  $ICE | Intercontinental Exchange, Inc. | $63 | 0.0% | -16% | 73.8 |
| 142 |  $LYB | LyondellBasell Industries N.V. | $63 | 0.0% | +12% | — |
| 143 | — | SELECT SECTOR SPDR TR | $62 | 0.0% | +0% | — |
| 144 |  $HXL | HEXCEL CORP /DE/ | $62 | 0.0% | +0% | 50.5 |
| 145 |  $PGR | PROGRESSIVE CORP/OH/ | $62 | 0.0% | +0% | 83.6 |
| 146 |  $SPG | SIMON PROPERTY GROUP INC. | $61 | 0.0% | +0% | 76.9 |
| 147 |  $ALC | ALCON INC | $60 | 0.0% | +0% | — |
| 148 |  $RIO | RIO TINTO PLC | $59 | 0.0% | +0% | — |
| 149 |  $COF | CAPITAL ONE FINANCIAL CORP | $58 | 0.0% | +0% | 71 |
| 150 |  $TTE | TotalEnergies SE | $56 | 0.0% | +0% | — |
| 151 | — | AMERICAN CENTY ETF TR | $55 | 0.0% | +0% | — |
| 152 |  $CL | COLGATE PALMOLIVE CO | $55 | 0.0% | +0% | 72.4 |
| 153 |  $FITB | FIFTH THIRD BANCORP | $54 | 0.0% | -14% | — |
| 154 |  $WMT | Walmart Inc. | $53 | 0.0% | -93% | 63.2 |
| 155 |  $IE | Ivanhoe Electric Inc. | $53 | 0.0% | +3% | 27.9 |
| 156 |  $BKNG | Booking Holdings Inc. | $51 | 0.0% | +0% | 55.3 |
| 157 |  $INTC | INTEL CORP | $51 | 0.0% | +0% | 41.5 |
| 158 | — | ISHARES INC | $50 | 0.0% | -5% | — |
| 159 |  $CVX | CHEVRON CORP | $49 | 0.0% | -68% | 54.7 |
| 160 |  $EIX | EDISON INTERNATIONAL | $45 | 0.0% | +0% | 70.7 |
| 161 |  $KO | COCA COLA CO | $44 | 0.0% | +0% | 74 |
| 162 |  $YMM | Full Truck Alliance Co. Ltd. | $41 | 0.0% | +0% | — |
| 163 |  $SO | SOUTHERN CO | $40 | 0.0% | +0% | 65.1 |
| 164 |  $MRVL | Marvell Technology, Inc. | $40 | 0.0% | NEW | 77.3 |
| 165 |  $MCD | MCDONALDS CORP | $39 | 0.0% | -40% | 73.9 |
| 166 | — | VANECK ETF TRUST | $39 | 0.0% | -11% | — |
| 167 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $39 | 0.0% | +0% | 76.6 |
| 168 |  $PANW | Palo Alto Networks Inc | $39 | 0.0% | +0% | 66.5 |
| 169 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $39 | 0.0% | +1% | 70.9 |
| 170 | — | VANGUARD INTL EQUITY INDEX F | $38 | 0.0% | +0% | — |
| 171 |  $ZTS | Zoetis Inc. | $37 | 0.0% | +0% | 72.6 |
| 172 |  $NOW | ServiceNow, Inc. | $37 | 0.0% | +0% | 76 |
| 173 |  $DTM | DT Midstream, Inc. | $36 | 0.0% | +0% | 74.5 |
| 174 |  $AMRC | Ameresco, Inc. | $36 | 0.0% | +0% | 46.2 |
| 175 |  $HALO | HALOZYME THERAPEUTICS, INC. | $35 | 0.0% | -1% | 81.2 |
| 176 |  $RACE | Ferrari N.V. | $34 | 0.0% | +0% | — |
| 177 |  $BETA | BETA Technologies, Inc. | $33 | 0.0% | +42% | — |
| 178 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $33 | 0.0% | +0% | 65.9 |
| 179 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $33 | 0.0% | +0% | 66.3 |
| 180 |  $MET | METLIFE INC | $33 | 0.0% | +0% | 73.9 |
| 181 |  $VZ | VERIZON COMMUNICATIONS INC | $32 | 0.0% | -76% | 71.6 |
| 182 | — | ISHARES TR | $32 | 0.0% | +20% | — |
| 183 |  $GME | GameStop Corp. | $31 | 0.0% | +0% | 60.6 |
| 184 |  $COP | CONOCOPHILLIPS | $30 | 0.0% | -81% | 74.8 |
| 185 |  $PSA | Public Storage | $30 | 0.0% | +0% | 73.9 |
| 186 | — | T ROWE PRICE ETF INC | $30 | 0.0% | -24% | — |
| 187 |  $PCYO | PURE CYCLE CORP | $30 | 0.0% | +0% | 45.9 |
| 188 |  $CPRT | COPART INC | $30 | 0.0% | +0% | 74.9 |
| 189 |  $WBD | Warner Bros. Discovery, Inc. | $29 | 0.0% | +0% | 42.1 |
| 190 |  $KR | KROGER CO | $29 | 0.0% | +0% | 51.1 |
| 191 |  $AOS | SMITH A O CORP | $29 | 0.0% | +0% | 66.7 |
| 192 |  $ENSG | ENSIGN GROUP, INC | $29 | 0.0% | -15% | 68 |
| 193 |  $ABNB | Airbnb, Inc. | $28 | 0.0% | +0% | 70.1 |
| 194 | $EXR | Extra Space Storage Inc. | $28 | 0.0% | +1% | 66.7 |
| 195 |  $GLXY | Galaxy Digital Inc. | $28 | 0.0% | +0% | 40.8 |
| 196 |  $PSMT | PRICESMART INC | $27 | 0.0% | +0% | 51.4 |
| 197 |  $NYT | NEW YORK TIMES CO | $26 | 0.0% | +0% | 71.3 |
| 198 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $26 | 0.0% | +0% | 66.4 |
| 199 | — | FIRST TR EXCHANGE-TRADED FD | $26 | 0.0% | +0% | — |
| 200 |  $ITW | ILLINOIS TOOL WORKS INC | $26 | 0.0% | +0% | 71.2 |
| 201 |  $RKLB | Rocket Lab Corp | $26 | 0.0% | +33% | 37.2 |
| 202 |  $TMUS | T-Mobile US, Inc. | $26 | 0.0% | -38% | 72.7 |
| 203 |  $DTB | DTE ENERGY CO | $26 | 0.0% | +0% | — |
| 204 |  $WCC | WESCO INTERNATIONAL INC | $25 | 0.0% | -21% | 55.4 |
| 205 |  $EMR | EMERSON ELECTRIC CO | $25 | 0.0% | +0% | 65.9 |
| 206 |  $LFUS | LITTELFUSE INC /DE | $25 | 0.0% | -23% | 58.7 |
| 207 |  $MTDR | Matador Resources Co | $25 | 0.0% | -18% | 66.1 |
| 208 |  $LMAT | LEMAITRE VASCULAR INC | $25 | 0.0% | +0% | 69.1 |
| 209 |  $ADP | AUTOMATIC DATA PROCESSING INC | $25 | 0.0% | +0% | 77.9 |
| 210 |  $VMI | VALMONT INDUSTRIES INC | $25 | 0.0% | +0% | 60.1 |
| 211 |  $UNP | UNION PACIFIC CORP | $25 | 0.0% | +0% | 74 |
| 212 |  $HPE | Hewlett Packard Enterprise Co | $24 | 0.0% | +0% | 52.5 |
| 213 |  $NVT | nVent Electric plc | $24 | 0.0% | +0% | — |
| 214 | — | PUTNAM ETF TRUST | $24 | 0.0% | +0% | — |
| 215 |  $DGX | QUEST DIAGNOSTICS INC | $23 | 0.0% | +0% | 69.1 |
| 216 | — | AMPLIFY ETF TR | $23 | 0.0% | +0% | — |
| 217 | — | GLOBAL X FDS | $23 | 0.0% | +0% | — |
| 218 |  $UPS | UNITED PARCEL SERVICE INC | $23 | 0.0% | +0% | 58.2 |
| 219 |  $CCI | CROWN CASTLE INC. | $22 | 0.0% | +1% | 52.9 |
| 220 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $22 | 0.0% | -29% | 39.8 |
| 221 |  $NDSN | NORDSON CORP | $22 | 0.0% | +0% | 67.8 |
| 222 |  $BF-A | BROWN FORMAN CORP | $22 | 0.0% | +0% | 65.1 |
| 223 |  $AAON | AAON, INC. | $22 | 0.0% | +0% | 54.5 |
| 224 |  $YOU | Clear Secure, Inc. | $22 | 0.0% | -36% | 74 |
| 225 |  $CTRE | CareTrust REIT, Inc. | $22 | 0.0% | +0% | 73.4 |
| 226 |  $TNL | Travel & Leisure Co. | $22 | 0.0% | -14% | 61 |
| 227 |  $EHC | Encompass Health Corp | $21 | 0.0% | +22% | 68.9 |
| 228 |  $RS | RELIANCE, INC. | $21 | 0.0% | +0% | 55.4 |
| 229 |  $POWI | POWER INTEGRATIONS INC | $21 | 0.0% | +0% | 42.2 |
| 230 |  $SDA | SunCar Technology Group Inc. | $21 | 0.0% | +0% | 45.1 |
| 231 |  $FMS | Fresenius Medical Care AG | $21 | 0.0% | +0% | 59.9 |
| 232 |  $CGNX | COGNEX CORP | $21 | 0.0% | +0% | 63.6 |
| 233 |  $PRDO | PERDOCEO EDUCATION Corp | $21 | 0.0% | +24% | 69.8 |
| 234 |  $CPK | CHESAPEAKE UTILITIES CORP | $20 | 0.0% | +0% | 59.2 |
| 235 |  $BC | BRUNSWICK CORP | $20 | 0.0% | +0% | 39.4 |
| 236 |  $HOMB | HOME BANCSHARES INC | $20 | 0.0% | +0% | — |
| 237 |  $RGLD | ROYAL GOLD INC | $20 | 0.0% | -18% | 79.4 |
| 238 |  $CCZ | COMCAST CORP | $20 | 0.0% | +1% | 70.4 |
| 239 |  $BHP | BHP Group Ltd | $20 | 0.0% | +0% | — |
| 240 |  $C | CITIGROUP INC | $20 | 0.0% | +0% | 54.8 |
| 241 | — | VANECK ETF TRUST | $20 | 0.0% | +0% | — |
| 242 |  $AZZ | AZZ INC | $20 | 0.0% | +0% | 57.2 |
| 243 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $20 | 0.0% | +0% | 68.2 |
| 244 |  $STE | STERIS plc | $20 | 0.0% | +0% | — |
| 245 |  $TRNO | Terreno Realty Corp | $20 | 0.0% | +0% | 75.4 |
| 246 |  $DKS | DICK'S SPORTING GOODS, INC. | $19 | 0.0% | +0% | 67.9 |
| 247 |  $LULU | lululemon athletica inc. | $19 | 0.0% | +0% | 62.9 |
| 248 |  $HPQ | HP INC | $19 | 0.0% | +0% | 58.9 |
| 249 |  $CHDN | Churchill Downs Inc | $19 | 0.0% | +22% | 65.5 |
| 250 |  $RHP | Ryman Hospitality Properties, Inc. | $19 | 0.0% | +0% | 64.8 |
| 251 |  $LSTR | LANDSTAR SYSTEM INC | $19 | 0.0% | +0% | 49 |
| 252 |  $CASY | CASEYS GENERAL STORES INC | $19 | 0.0% | -28% | 59.9 |
| 253 |  $CSL | CARLISLE COMPANIES INC | $18 | 0.0% | +0% | 65 |
| 254 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $18 | 0.0% | NEW | 62 |
| 255 |  $BSY | BENTLEY SYSTEMS INC | $18 | 0.0% | +33% | 70.1 |
| 256 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $18 | 0.0% | +20% | 64.7 |
| 257 |  $JKHY | JACK HENRY & ASSOCIATES INC | $18 | 0.0% | +0% | 72.8 |
| 258 |  $KBR | KBR, INC. | $18 | 0.0% | +18% | 64.7 |
| 259 |  $GFL | GFL Environmental Inc. | $18 | 0.0% | +0% | — |
| 260 |  $DE | DEERE & CO | $18 | 0.0% | +0% | 57.4 |
| 261 |  $TRU | TransUnion | $18 | 0.0% | +0% | 69.1 |
| 262 |  $MORN | Morningstar, Inc. | $18 | 0.0% | +38% | 71 |
| 263 |  $PB | PROSPERITY BANCSHARES INC | $18 | 0.0% | +0% | — |
| 264 |  $SFBS | ServisFirst Bancshares, Inc. | $18 | 0.0% | NEW | — |
| 265 |  $FSV | FirstService Corp | $17 | 0.0% | +23% | — |
| 266 |  $PATK | PATRICK INDUSTRIES INC | $17 | 0.0% | +89% | 56 |
| 267 |  $USPH | U S PHYSICAL THERAPY INC /NV | $17 | 0.0% | +0% | 57.2 |
| 268 |  $JOBY | Joby Aviation, Inc. | $17 | 0.0% | +0% | 28.7 |
| 269 |  $PRI | Primerica, Inc. | $17 | 0.0% | +0% | 72.3 |
| 270 |  $VLTO | Veralto Corp | $16 | 0.0% | NEW | 74.4 |
| 271 |  $CMS | CMS ENERGY CORP | $16 | 0.0% | +0% | 61.5 |
| 272 |  $DPZ | DOMINOS PIZZA INC | $16 | 0.0% | +0% | 69.8 |
| 273 |  $HLNE | Hamilton Lane INC | $16 | 0.0% | +0% | 75.4 |
| 274 |  $BXP | BXP, Inc. | $16 | 0.0% | +0% | 50.9 |
| 275 | — | ISHARES TR | $16 | 0.0% | +22% | — |
| 276 |  $CRM | Salesforce, Inc. | $16 | 0.0% | +0% | 75.2 |
| 277 | — | ISHARES TR | $16 | 0.0% | +28% | — |
| 278 | $WT | WisdomTree, Inc. | $16 | 0.0% | +0% | 62.9 |
| 279 | — | ISHARES TR | $16 | 0.0% | -15% | — |
| 280 |  $BIPC | Brookfield Infrastructure Corp | $16 | 0.0% | +0% | — |
| 281 |  $CHE | CHEMED CORP | $15 | 0.0% | +0% | 67.2 |
| 282 |  $UBER | Uber Technologies, Inc | $15 | 0.0% | +0% | 79.3 |
| 283 |  $JCE | Nuveen Core Equity Alpha Fund | $15 | 0.0% | +0% | — |
| 284 |  $ECL | ECOLAB INC. | $15 | 0.0% | +0% | 64.3 |
| 285 |  $BIIB | BIOGEN INC. | $15 | 0.0% | +0% | 65.6 |
| 286 |  $ARM | ARM HOLDINGS PLC /UK | $15 | 0.0% | +0% | — |
| 287 |  $NKE | NIKE, Inc. | $15 | 0.0% | +0% | 53.4 |
| 288 |  $EVLV | Evolv Technologies Holdings, Inc. | $15 | 0.0% | +0% | 34.7 |
| 289 |  $CNS | COHEN & STEERS, INC. | $15 | 0.0% | +0% | 58.6 |
| 290 |  $GILT | GILAT SATELLITE NETWORKS LTD | $15 | 0.0% | +0% | — |
| 291 |  $CVS | CVS HEALTH Corp | $14 | 0.0% | +0% | 51.3 |
| 292 |  $FETH | Fidelity Ethereum Fund | $14 | 0.0% | -5% | — |
| 293 |  $BAH | Booz Allen Hamilton Holding Corp | $14 | 0.0% | +0% | 65.5 |
| 294 |  $SNX | TD SYNNEX CORP | $14 | 0.0% | NEW | 55.2 |
| 295 |  $UFPI | UFP INDUSTRIES INC | $13 | 0.0% | +0% | 52.7 |
| 296 |  $WING | Wingstop Inc. | $13 | 0.0% | +0% | 75.1 |
| 297 |  $SOLS | Solstice Advanced Materials Inc. | $13 | 0.0% | +0% | — |
| 298 |  $PEGA | PEGASYSTEMS INC | $13 | 0.0% | NEW | 69.6 |
| 299 |  $BA | BOEING CO | $13 | 0.0% | -61% | 51.8 |
| 300 |  $NVO | NOVO NORDISK A S | $13 | 0.0% | +40% | — |
| 301 |  $EE | Excelerate Energy, Inc. | $13 | 0.0% | NEW | 50.2 |
| 302 |  $ATR | APTARGROUP, INC. | $13 | 0.0% | +0% | 64 |
| 303 |  $FLR | FLUOR CORP | $13 | 0.0% | +0% | 66.2 |
| 304 |  $KNSL | Kinsale Capital Group, Inc. | $12 | 0.0% | +0% | 79.6 |
| 305 |  $TBN | Tamboran Resources Corp | $12 | 0.0% | +0% | — |
| 306 |  $MCK | MCKESSON CORP | $12 | 0.0% | +0% | 63.7 |
| 307 |  $GEHC | GE HealthCare Technologies Inc. | $12 | 0.0% | +0% | 58.2 |
| 308 | — | FIRST TR EXCHANGE TRADED FD | $12 | 0.0% | +0% | — |
| 309 |  $CMP | COMPASS MINERALS INTERNATIONAL INC | $12 | 0.0% | +0% | 60.4 |
| 310 |  $SHW | SHERWIN WILLIAMS CO | $11 | 0.0% | +0% | 65.3 |
| 311 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $11 | 0.0% | +0% | — |
| 312 |  $POOL | POOL CORP | $11 | 0.0% | +0% | 56.3 |
| 313 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $11 | 0.0% | +0% | 60.5 |
| 314 |  $SYM | Symbotic Inc. | $11 | 0.0% | +0% | 55.1 |
| 315 | — | ISHARES TR | $10 | 0.0% | +0% | — |
| 316 |  $ISRG | INTUITIVE SURGICAL INC | $10 | 0.0% | +0% | 81.4 |
| 317 | — | SPDR SERIES TRUST | $10 | 0.0% | +0% | — |
| 318 |  $TPB | Turning Point Brands, Inc. | $10 | 0.0% | NEW | 57.7 |
| 319 |  $AMGN | AMGEN INC | $10 | 0.0% | +0% | 79.5 |
| 320 |  $SPOT | Spotify Technology S.A. | $10 | 0.0% | +33% | — |
| 321 |  $RVTY | REVVITY, INC. | $9 | 0.0% | +0% | 52.4 |
| 322 |  $CNXC | Concentrix Corp | $9 | 0.0% | +0% | 49.1 |
| 323 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $8 | 0.0% | -59% | 57.5 |
| 324 |  $WELL | WELLTOWER INC. | $8 | 0.0% | +0% | 75.7 |
| 325 | — | AMERICAN CENTY ETF TR | $8 | 0.0% | +0% | — |
| 326 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $8 | 0.0% | +19% | — |
| 327 |  $GILD | GILEAD SCIENCES, INC. | $8 | 0.0% | +0% | 77.8 |
| 328 |  $EOG | EOG RESOURCES INC | $8 | 0.0% | +0% | 71.1 |
| 329 |  $SNPS | SYNOPSYS INC | $8 | 0.0% | +0% | 63.1 |
| 330 | $IVZ | Invesco Ltd. | $8 | 0.0% | +0% | — |
| 331 |  $CI | Cigna Group | $8 | 0.0% | +0% | 66.8 |
| 332 |  $WMB | WILLIAMS COMPANIES, INC. | $8 | 0.0% | +0% | 72.8 |
| 333 |  $CRWD | CrowdStrike Holdings, Inc. | $8 | 0.0% | +0% | 55 |
| 334 |  $ET | Energy Transfer LP | $8 | 0.0% | -6% | 64.5 |
| 335 |  $NMAX | Newsmax Inc. | $7 | 0.0% | +0% | 33.1 |
| 336 |  $EQX | Equinox Gold Corp. | $7 | 0.0% | NEW | — |
| 337 |  $CEG | Constellation Energy Corp | $7 | 0.0% | +0% | 62.5 |
| 338 |  $BLK | BlackRock, Inc. | $7 | 0.0% | +0% | 70.3 |
| 339 |  $BWXT | BWX Technologies, Inc. | $7 | 0.0% | +0% | 68 |
| 340 |  $KVUE | Kenvue Inc. | $7 | 0.0% | +0% | 60.2 |
| 341 |  $AYI | ACUITY INC. (DE) | $7 | 0.0% | NEW | 68.9 |
| 342 |  $USB | US BANCORP DE | $7 | 0.0% | +0% | 71.4 |
| 343 |  $SCHW | SCHWAB CHARLES CORP | $7 | 0.0% | +0% | 77.2 |
| 344 |  $ACN | Accenture plc | $7 | 0.0% | +0% | — |
| 345 |  $GLW | CORNING INC /NY | $7 | 0.0% | +0% | 72.7 |
| 346 |  $CLIR | ClearSign Technologies Corp | $7 | 0.0% | -90% | — |
| 347 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $6 | 0.0% | +0% | 74.4 |
| 348 | — | INVESCO EXCH TRADED FD TR II | $6 | 0.0% | +0% | — |
| 349 |  $QCOM | QUALCOMM INC/DE | $6 | 0.0% | +0% | 81.9 |
| 350 |  $HE | HAWAIIAN ELECTRIC INDUSTRIES INC | $5 | 0.0% | +0% | 48 |
| 351 |  $ASML | ASML HOLDING NV | $5 | 0.0% | -33% | — |
| 352 |  $FISV | FISERV INC | $5 | 0.0% | +0% | 67.4 |
| 353 |  $MOS | MOSAIC CO | $5 | 0.0% | +0% | 54.3 |
| 354 |  $UA | Under Armour, Inc. | $5 | 0.0% | +0% | 40.5 |
| 355 |  $HLX | HELIX ENERGY SOLUTIONS GROUP INC | $5 | 0.0% | +0% | 43.5 |
| 356 |  $CDW | CDW Corp | $4 | 0.0% | +0% | 61.6 |
| 357 | — | ISHARES TR | $4 | 0.0% | +0% | — |
| 358 |  $KKR | KKR & Co. Inc. | $4 | 0.0% | +0% | 49.8 |
| 359 |  $DELL | Dell Technologies Inc. | $4 | 0.0% | +0% | 76 |
| 360 |  $VTR | Ventas, Inc. | $3 | 0.0% | +0% | 70.3 |
| 361 |  $PHVS | Pharvaris N.V. | $3 | 0.0% | +0% | — |
| 362 |  $COIN | Coinbase Global, Inc. | $3 | 0.0% | +0% | 68 |
| 363 |  $RC | Ready Capital Corp | $3 | 0.0% | +0% | — |
| 364 |  $ETHE | Grayscale Ethereum Staking ETF | $2 | 0.0% | +0% | — |
| 365 |  $AMTM | Amentum Holdings, Inc. | $2 | 0.0% | +0% | 55.6 |
| 366 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $2 | 0.0% | +0% | 59.5 |
| 367 | — | ISHARES TR | $2 | 0.0% | -99% | — |
| 368 |  $NIO | NIO Inc. | $2 | 0.0% | +0% | — |
| 369 | — | ISHARES TR | $2 | 0.0% | -98% | — |
| 370 |  $BBY | BEST BUY CO INC | $2 | 0.0% | +0% | 51.5 |
| 371 | — | J P MORGAN EXCHANGE TRADED F | $2 | 0.0% | +322% | — |
| 372 | — | LITMAN GREGORY FDS TR | $2 | 0.0% | NEW | — |
| 373 |  $VRTS | VIRTUS INVESTMENT PARTNERS, INC. | $2 | 0.0% | NEW | 52.1 |
| 374 |  $UPST | Upstart Holdings, Inc. | $2 | 0.0% | +0% | 51.7 |
| 375 | — | VANGUARD SPECIALIZED FUNDS | $2 | 0.0% | NEW | — |
| 376 |  $JD | JD.com, Inc. | $1 | 0.0% | +0% | — |
| 377 |  $ONTO | ONTO INNOVATION INC. | $1 | 0.0% | +0% | 66.5 |
| 378 |  $PTEN | PATTERSON UTI ENERGY INC | $1 | 0.0% | NEW | 50.1 |
| 379 | — | STATE STR SPDR DOW JONES IND | $1 | 0.0% | +0% | — |
| 380 |  $PFE | PFIZER INC | $1 | 0.0% | +0% | 69 |
| 381 |  $BGI | BIRKS GROUP INC. | $1 | 0.0% | +0% | — |
| 382 |  $F | FORD MOTOR CO | $1 | 0.0% | -2% | 58.5 |
| 383 |  $SBUX | STARBUCKS CORP | $1 | 0.0% | +0% | 54.6 |
| 384 |  $SOLV | Solventum Corp | $1 | 0.0% | +0% | 55.7 |
| 385 |  $DKNG | DraftKings Inc. | $1 | 0.0% | -33% | 54 |
| 386 |  $CLNE | Clean Energy Fuels Corp. | $1 | 0.0% | +0% | 32.1 |
| 387 | — | SELECT SECTOR SPDR TR | $1 | 0.0% | +0% | — |
| 388 |  $VSNT | Versant Media Group, Inc. | $1 | 0.0% | NEW | — |
| 389 |  $KD | Kyndryl Holdings, Inc. | $1 | 0.0% | +0% | 46 |
| 390 |  $ADEA | Adeia Inc. | $1 | 0.0% | +0% | 57.6 |
| 391 |  $BHF | Brighthouse Financial, Inc. | $1 | 0.0% | +0% | 54.9 |
| 392 | $GME | GameStop Corp. | $1 | 0.0% | +0% | 60.6 |
| 393 |  $TGT | TARGET CORP | $0 | 0.0% | +0% | 53.1 |
| 394 |  $VYNE | VYNE Therapeutics Inc. | $0 | 0.0% | +0% | — |
| 395 |  $LFMD | LifeMD, Inc. | $0 | 0.0% | +0% | 40 |
| 396 |  $MLCO | Melco Resorts & Entertainment LTD | $0 | 0.0% | NEW | — |
| 397 |  $XPER | Xperi Inc. | $0 | 0.0% | +0% | 25.1 |
| 398 |  $MAT | MATTEL INC /DE/ | $0 | 0.0% | +0% | 54 |
| 399 | — | ISHARES TR | $0 | 0.0% | +0% | — |
| 400 |  $NWSA | NEWS CORP | $0 | 0.0% | +0% | 62.4 |
| 401 |  $FRSX | Foresight Autonomous Holdings Ltd. | $0 | 0.0% | -71% | — |
| 402 | — | SELECT SECTOR SPDR TR | $0 | 0.0% | +0% | — |
| 403 |  $ACHR | Archer Aviation Inc. | $0 | 0.0% | +0% | 25 |
| 404 |  $RNA | Avidity Biosciences, Inc. | $0 | 0.0% | -90% | 22.3 |
| 405 | — | SELECT SECTOR SPDR TR | $0 | 0.0% | +0% | — |
| 406 |  $GERN | GERON CORP | $0 | 0.0% | +0% | — |
| 407 |  $MARA | MARA Holdings, Inc. | $0 | 0.0% | +0% | 12.2 |
| 408 | — | PROSHARES TR | $0 | 0.0% | +0% | — |
| 409 |  $NMRA | Neumora Therapeutics, Inc. | $0 | 0.0% | +0% | — |
| 410 |  $ETH | Grayscale Ethereum Staking Mini ETF | $0 | 0.0% | +0% | — |
| 411 |  $OPK | OPKO HEALTH, INC. | $0 | 0.0% | +0% | 20 |
| 412 |  $OGN | Organon & Co. | $0 | 0.0% | +0% | 55.1 |
| 413 |  $SOFI | SoFi Technologies, Inc. | $0 | 0.0% | +0% | 53.8 |
| 414 |  $VTRS | Viatris Inc | $0 | 0.0% | +0% | 47.1 |
New Positions (17)
$MU MICRON TECHNOLOGY INC$338$MRVL Marvell Technology, Inc.$40$NSSC NAPCO SECURITY TECHNOLOGIES, INC$18$SFBS ServisFirst Bancshares, Inc.$18$VLTO Veralto Corp$16$SNX TD SYNNEX CORP$14$PEGA PEGASYSTEMS INC$13$EE Excelerate Energy, Inc.$13$TPB Turning Point Brands, Inc.$10$EQX Equinox Gold Corp.$7$AYI ACUITY INC. (DE)$7 LITMAN GREGORY FDS TR$2
$VRTS VIRTUS INVESTMENT PARTNERS, INC.$2 VANGUARD SPECIALIZED FUNDS$2
$PTEN PATTERSON UTI ENERGY INC$1Exited Positions (18)
$VRE Veris Residential, Inc.
$SKYH Sky Harbour Group Corp
$EBAY EBAY INC
$PYPL PayPal Holdings, Inc.
$PJT PJT Partners Inc.
$CAKE CHEESECAKE FACTORY INC
$PSX Phillips 66
$KEY KEYCORP /NEW/ VANGUARD MUN BD FDS
$FDS FACTSET RESEARCH SYSTEMS INC
$UNF UNIFIRST CORP
$CAG CONAGRA BRANDS INC.
$TTEK TETRA TECH INC
$ALUR-WT ALLURION TECHNOLOGIES, INC.
$KWR QUAKER CHEMICAL CORPBrowse Top Institutional Investors
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