LFA - Lugano Financial Advisors SA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1737871
Institutional-grade research for retail investors
13F Reported Value
ⓘ$196.6M
Holdings
223
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LFA - Lugano Financial Advisors SA disclosed 223 positions worth $196.6M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 14.1% of the equity portfolio. During the quarter the fund opened 2 new positions and exited 12 and a full exit from $AZN. The portfolio is most concentrated in Other (77.4% of disclosed assets). All figures are sourced directly from LFA - Lugano Financial Advisors SA’s Form 13F-HR filing with the SEC under CIK 1737871.
AI Fund Analysis
Concentrating
$SPY14.1% weight
Held 9 quarters
ISHARES TR
11.2% weight
Held 4 quarters
$GLD6.9% weight
Held 9 quarters
ISHARES TR
5.8% weight
Held 9 quarters
ISHARES TR
2.6% weight
Held 9 quarters
$BKNG7 quarters accumulating
ISHARES TR
5 quarters accumulating
$GLD4 quarters accumulating
VANECK ETF TRUST
4 quarters accumulating
ISHARES TR
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$27.7M42,575 sh ISHARES TR
—Quality
$21.9M229,552 sh- —
Quality
$13.5M31,385 sh SCHWAB STRATEGIC TR
—Quality
$12.8M334,560 shISHARES TR
—Quality
$11.4M457,113 shISHARES TR
—Quality
$5.2M98,343 sh- 63.1
Quality
$4.9M75,920 sh VANGUARD SCOTTSDALE FDS
—Quality
$4.5M57,425 sh- 61.5
Quality
$4.5M71,949 sh SPDR SERIES TRUST
—Quality
$3.9M125,704 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $27.7M | 42,575 |
| ISHARES TR | — | $21.9M | 229,552 |
| SPDR GOLD TRUST$GLD | — | $13.5M | 31,385 |
| SCHWAB STRATEGIC TR | — | $12.8M | 334,560 |
| ISHARES TR | — | $11.4M | 457,113 |
| ISHARES TR | — | $5.2M | 98,343 |
 SYNOPSYS INC$SNPS | 63.1 | $4.9M | 75,920 |
| VANGUARD SCOTTSDALE FDS | — | $4.5M | 57,425 |
 STATE STREET CORP$STT | 61.5 | $4.5M | 71,949 |
| SPDR SERIES TRUST | — | $3.9M | 125,704 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LFA - Lugano Financial Advisors SA's 223 positions.
Showing top 10 of 223 holdings.
Sector Allocation
Other
$152.2M
Financials
$25.4M
Technology
$11.6M
Consumer Discretionary
$3.0M
Industrials
$1.6M
Healthcare
$1.3M
Consumer Staples
$658,379
Energy
$346,582
Full Holdings — LFA - Lugano Financial Advisors SA (Q1 2026)
All 223 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 | $27.7M | 14.1% | +9% | — |
| 2 | — | ISHARES TR | $21.9M | 11.2% | +0% | — |
| 3 | $GLD | SPDR GOLD TRUST | $13.5M | 6.9% | +0% | — |
| 4 | — | SCHWAB STRATEGIC TR | $12.8M | 6.5% | +57% | — |
| 5 | — | ISHARES TR | $11.4M | 5.8% | +0% | — |
| 6 | — | ISHARES TR | $5.2M | 2.6% | +8% | — |
| 7 | $SNPS | SYNOPSYS INC | $4.9M | 2.5% | -1% | 63.1 |
| 8 | — | VANGUARD SCOTTSDALE FDS | $4.5M | 2.3% | +15% | — |
| 9 | $STT | STATE STREET CORP | $4.5M | 2.3% | +82% | 61.5 |
| 10 | — | SPDR SERIES TRUST | $3.9M | 2.0% | +0% | — |
| 11 | — | SPDR SERIES TRUST | $3.8M | 1.9% | +24% | — |
| 12 | — | FIRST TR EXCH TRADED FD III | $3.7M | 1.9% | -12% | — |
| 13 | — | ISHARES TR | $3.5M | 1.8% | +0% | — |
| 14 | — | ISHARES TR | $3.4M | 1.7% | +0% | — |
| 15 | — | NEW YORK LIFE INVESTMENTS ET | $3.3M | 1.7% | -1% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $3.3M | 1.7% | +2% | — |
| 17 | — | VANGUARD WORLD FD | $3.2M | 1.6% | +87% | — |
| 18 | — | VANECK ETF TRUST | $3.1M | 1.6% | +6% | — |
| 19 | — | ISHARES TR | $2.7M | 1.4% | +0% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.3% | +10% | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 1.3% | -7% | — |
| 22 |  $AMZN | AMAZON COM INC | $2.4M | 1.2% | +1% | 74.6 |
| 23 |  $MSFT | MICROSOFT CORP | $2.4M | 1.2% | +2% | 83.7 |
| 24 | — | ISHARES TR | $2.4M | 1.2% | +1% | — |
| 25 | — | ISHARES TR | $2.1M | 1.1% | +2% | — |
| 26 | — | ISHARES TR | $2.1M | 1.0% | +8% | — |
| 27 | — | ISHARES TR | $1.9M | 1.0% | +0% | — |
| 28 | — | ISHARES INC | $1.9M | 0.9% | +8% | — |
| 29 | — | ISHARES TR | $1.8M | 0.9% | -0% | — |
| 30 | — | ISHARES TR | $1.7M | 0.9% | -51% | — |
| 31 | — | SPDR SERIES TRUST | $1.3M | 0.7% | +0% | — |
| 32 | — | ISHARES TR | $1.3M | 0.7% | +9% | — |
| 33 | — | GLOBAL X FDS | $1.2M | 0.6% | +0% | — |
| 34 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.0M | 0.5% | +159% | — |
| 35 |  $AAPL | Apple Inc. | $975,061 | 0.5% | -15% | 76.1 |
| 36 |  $IVZ | Invesco Ltd. | $912,436 | 0.5% | +1% | — |
| 37 |  $CAT | CATERPILLAR INC | $883,892 | 0.5% | +0% | 67.8 |
| 38 | $IVZ | Invesco Ltd. | $823,878 | 0.4% | +4% | — |
| 39 | — | SCHWAB STRATEGIC TR | $769,824 | 0.4% | +0% | — |
| 40 |  $GOOGL | Alphabet Inc. | $744,975 | 0.4% | -25% | 80.2 |
| 41 | — | ISHARES TR | $731,284 | 0.4% | +1% | — |
| 42 |  $GOOG | Alphabet Inc. | $713,724 | 0.4% | +3% | 80.2 |
| 43 | — | VANGUARD WORLD FD | $694,442 | 0.3% | +0% | — |
| 44 |  $NVDA | NVIDIA CORP | $588,251 | 0.3% | +0% | 90.2 |
| 45 | — | SELECT SECTOR SPDR TR | $566,055 | 0.3% | +0% | — |
| 46 | — | FIRST TR EXCH TRADED FD III | $537,098 | 0.3% | +18% | — |
| 47 | $IVZ | Invesco Ltd. | $499,201 | 0.3% | +0% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $491,684 | 0.3% | -5% | — |
| 49 |  $JPM | JPMORGAN CHASE & CO | $475,283 | 0.2% | +0% | 35.6 |
| 50 | — | ISHARES TR | $386,531 | 0.2% | +0% | — |
| 51 | $IVZ | Invesco Ltd. | $360,426 | 0.2% | +0% | — |
| 52 | — | SELECT SECTOR SPDR TR | $360,401 | 0.2% | +0% | — |
| 53 |  $IAU | ISHARES GOLD TRUST | $343,207 | 0.2% | +0% | — |
| 54 |  $V | VISA INC. | $329,744 | 0.2% | +0% | 83.5 |
| 55 | — | SELECT SECTOR SPDR TR | $327,920 | 0.2% | +0% | — |
| 56 | $IVZ | Invesco Ltd. | $319,316 | 0.2% | +142% | — |
| 57 | — | ISHARES TR | $314,344 | 0.2% | +0% | — |
| 58 | — | VANGUARD INTL EQUITY INDEX F | $303,815 | 0.1% | +0% | — |
| 59 | — | ISHARES TR | $295,610 | 0.1% | +0% | — |
| 60 | — | ISHARES TR | $285,672 | 0.1% | +0% | — |
| 61 | — | SELECT SECTOR SPDR TR | $283,348 | 0.1% | +0% | — |
| 62 | — | ISHARES INC | $279,007 | 0.1% | +0% | — |
| 63 |  $ABT | ABBOTT LABORATORIES | $276,195 | 0.1% | +0% | 67 |
| 64 | — | ISHARES TR | $272,373 | 0.1% | +597% | — |
| 65 |  $META | Meta Platforms, Inc. | $267,757 | 0.1% | +0% | 80.9 |
| 66 |  $ABBV | AbbVie Inc. | $267,469 | 0.1% | +0% | 59.3 |
| 67 | — | KRANESHARES TRUST | $266,491 | 0.1% | +98% | — |
| 68 |  $KO | COCA COLA CO | $265,567 | 0.1% | +0% | 74 |
| 69 |  $KKR | KKR & Co. Inc. | $263,625 | 0.1% | +0% | 49.8 |
| 70 | — | STATE STR SPDR DOW JONES IND | $231,497 | 0.1% | +0% | — |
| 71 |  $RMD | RESMED INC | $228,521 | 0.1% | +0% | 79.8 |
| 72 |  $BX | Blackstone Inc. | $227,869 | 0.1% | +0% | 68 |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $222,836 | 0.1% | +0% | 68.4 |
| 74 | $IVZ | Invesco Ltd. | $222,490 | 0.1% | +84% | — |
| 75 | — | SELECT SECTOR SPDR TR | $216,095 | 0.1% | +0% | — |
| 76 | — | ISHARES TR | $211,728 | 0.1% | +0% | — |
| 77 |  $MA | Mastercard Inc | $208,500 | 0.1% | +0% | 81.7 |
| 78 | — | VANGUARD TAX-MANAGED FDS | $202,621 | 0.1% | +55% | — |
| 79 | — | ISHARES TR | $202,620 | 0.1% | +0% | — |
| 80 | — | VANGUARD INTL EQUITY INDEX F | $201,268 | 0.1% | +0% | — |
| 81 | — | ISHARES TR | $197,160 | 0.1% | +0% | — |
| 82 | — | SPDR SERIES TRUST | $195,058 | 0.1% | +13% | — |
| 83 | — | VANGUARD BD INDEX FDS | $188,358 | 0.1% | +0% | — |
| 84 | — | VANGUARD CHARLOTTE FDS | $187,000 | 0.1% | +11% | — |
| 85 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $185,085 | 0.1% | +0% | 75.4 |
| 86 |  $XOM | EXXON MOBIL CORP | $178,313 | 0.1% | +0% | 61.8 |
| 87 | — | ISHARES TR | $177,410 | 0.1% | +0% | — |
| 88 |  $TSLA | Tesla, Inc. | $176,953 | 0.1% | -6% | 50.1 |
| 89 | — | ISHARES TR | $167,875 | 0.1% | +0% | — |
| 90 |  $AVGO | Broadcom Inc. | $165,897 | 0.1% | +0% | 86.4 |
| 91 |  $HON | HONEYWELL INTERNATIONAL INC | $161,837 | 0.1% | +0% | 65.7 |
| 92 |  $C | CITIGROUP INC | $158,027 | 0.1% | +0% | 54.8 |
| 93 |  $MCD | MCDONALDS CORP | $155,395 | 0.1% | +0% | 73.9 |
| 94 | $IVZ | Invesco Ltd. | $153,719 | 0.1% | +112% | — |
| 95 |  $YUM | YUM BRANDS INC | $150,816 | 0.1% | +0% | 71.7 |
| 96 | — | ISHARES INC | $150,599 | 0.1% | +0% | — |
| 97 | — | VANGUARD INDEX FDS | $148,040 | 0.1% | +0% | — |
| 98 | — | ISHARES TR | $147,383 | 0.1% | +0% | — |
| 99 | — | SPDR SERIES TRUST | $146,843 | 0.1% | +0% | — |
| 100 |  $MO | ALTRIA GROUP, INC. | $138,579 | 0.1% | +0% | 72.1 |
| 101 | — | ISHARES INC | $130,154 | 0.1% | +21% | — |
| 102 | — | VANGUARD SCOTTSDALE FDS | $118,280 | 0.1% | +0% | — |
| 103 | — | VANGUARD WORLD FD | $117,740 | 0.1% | +0% | — |
| 104 |  $ZTS | Zoetis Inc. | $117,698 | 0.1% | +0% | 72.6 |
| 105 |  $LLY | ELI LILLY & Co | $115,891 | 0.1% | +0% | 89.3 |
| 106 |  $SLV | iShares Silver Trust | $110,796 | 0.1% | -2% | — |
| 107 |  $PEP | PEPSICO INC | $108,237 | 0.1% | +0% | 62.7 |
| 108 | — | ISHARES TR | $107,602 | 0.1% | +0% | — |
| 109 | $IVZ | Invesco Ltd. | $103,137 | 0.1% | +0% | — |
| 110 | — | ISHARES TR | $102,538 | 0.1% | -14% | — |
| 111 | — | VANGUARD SCOTTSDALE FDS | $100,170 | 0.1% | +0% | — |
| 112 |  $GBTC | Grayscale Bitcoin Trust ETF | $96,815 | 0.1% | +0% | — |
| 113 |  $QCOM | QUALCOMM INC/DE | $96,585 | 0.1% | -7% | 81.9 |
| 114 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $96,513 | 0.1% | +0% | 77.6 |
| 115 |  $MRK | Merck & Co., Inc. | $94,789 | 0.1% | +0% | 70.9 |
| 116 |  $ADSK | Autodesk, Inc. | $91,690 | 0.1% | +0% | 76.4 |
| 117 | — | LITMAN GREGORY FDS TR | $91,445 | 0.1% | +0% | — |
| 118 | — | ISHARES TR | $89,712 | 0.1% | +377% | — |
| 119 | — | SELECT SECTOR SPDR TR | $88,799 | 0.1% | +0% | — |
| 120 | — | ISHARES INC | $88,186 | 0.0% | +0% | — |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $83,582 | 0.0% | -22% | 71.6 |
| 122 |  $WMT | Walmart Inc. | $79,042 | 0.0% | +0% | 63.2 |
| 123 |  $MMM | 3M CO | $76,972 | 0.0% | +0% | 60.7 |
| 124 | — | SCHWAB STRATEGIC TR | $76,338 | 0.0% | -47% | — |
| 125 |  $PM | Philip Morris International Inc. | $76,056 | 0.0% | +0% | 80.5 |
| 126 | — | ISHARES TR | $71,612 | 0.0% | +12% | — |
| 127 | — | ISHARES TR | $70,788 | 0.0% | +0% | — |
| 128 | — | AMPLIFY ETF TR | $69,857 | 0.0% | NEW | — |
| 129 |  $AJG | Arthur J. Gallagher & Co. | $63,025 | 0.0% | +0% | 72.1 |
| 130 | — | FIRST TR EXCHANGE TRADED FD | $61,117 | 0.0% | -99% | — |
| 131 |  $CVX | CHEVRON CORP | $61,036 | 0.0% | +0% | 54.7 |
| 132 |  $GS | GOLDMAN SACHS GROUP INC | $60,911 | 0.0% | +0% | — |
| 133 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $59,527 | 0.0% | +0% | 65.9 |
| 134 | — | ISHARES INC | $58,770 | 0.0% | +0% | — |
| 135 | — | VANECK ETF TRUST | $58,287 | 0.0% | +0% | — |
| 136 |  $BKR | Baker Hughes Co | $58,181 | 0.0% | +0% | 63.4 |
| 137 |  $INTC | INTEL CORP | $57,810 | 0.0% | +0% | 41.5 |
| 138 | — | VANGUARD INDEX FDS | $57,436 | 0.0% | +0% | — |
| 139 | — | VANGUARD BD INDEX FDS | $56,320 | 0.0% | +0% | — |
| 140 |  $COIN | Coinbase Global, Inc. | $53,780 | 0.0% | +0% | 68 |
| 141 |  $WT | WisdomTree, Inc. | $53,451 | 0.0% | +0% | 62.9 |
| 142 | — | GLOBAL X FDS | $53,185 | 0.0% | +48% | — |
| 143 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $52,382 | 0.0% | +0% | — |
| 144 |  $BRK.B | BERKSHIRE HATHAWAY INC | $52,233 | 0.0% | +0% | 64.5 |
| 145 |  $HD | HOME DEPOT, INC. | $51,307 | 0.0% | +0% | 69.2 |
| 146 | $WT | WisdomTree, Inc. | $50,746 | 0.0% | +0% | 62.9 |
| 147 |  $ISRG | INTUITIVE SURGICAL INC | $50,709 | 0.0% | +0% | 81.4 |
| 148 |  $DE | DEERE & CO | $50,697 | 0.0% | +0% | 57.4 |
| 149 |  $CRM | Salesforce, Inc. | $50,648 | 0.0% | -17% | 75.2 |
| 150 |  $WFC | WELLS FARGO & COMPANY/MN | $50,552 | 0.0% | +0% | — |
| 151 |  $T | AT&T INC. | $50,065 | 0.0% | +0% | 71.9 |
| 152 |  $CARR | CARRIER GLOBAL Corp | $49,938 | 0.0% | +0% | 61.5 |
| 153 |  $AMD | ADVANCED MICRO DEVICES INC | $47,806 | 0.0% | +0% | 78.8 |
| 154 |  $PG | PROCTER & GAMBLE Co | $47,166 | 0.0% | -13% | 72.9 |
| 155 |  $GLW | CORNING INC /NY | $46,910 | 0.0% | +0% | 72.7 |
| 156 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $46,344 | 0.0% | NEW | — |
| 157 | — | ISHARES INC | $46,035 | 0.0% | +0% | — |
| 158 |  $IBIT | iShares Bitcoin Trust ETF | $45,835 | 0.0% | +0% | — |
| 159 |  $KLAC | KLA CORP | $45,645 | 0.0% | +0% | 84.4 |
| 160 |  $BABA | Alibaba Group Holding Ltd | $43,660 | 0.0% | +0% | — |
| 161 | — | ISHARES TR | $43,489 | 0.0% | +0% | — |
| 162 |  $ADI | ANALOG DEVICES INC | $42,949 | 0.0% | +0% | 76.2 |
| 163 |  $NFLX | NETFLIX INC | $40,383 | 0.0% | +0% | 86.7 |
| 164 |  $RTX | RTX Corp | $38,773 | 0.0% | +0% | 70 |
| 165 |  $IBKR | Interactive Brokers Group, Inc. | $38,632 | 0.0% | +0% | 75.5 |
| 166 |  $CSCO | CISCO SYSTEMS, INC. | $38,586 | 0.0% | +0% | 72.3 |
| 167 | — | ISHARES TR | $36,236 | 0.0% | +0% | — |
| 168 |  $FTNT | Fortinet, Inc. | $34,813 | 0.0% | +0% | 78.1 |
| 169 | — | ISHARES TR | $34,167 | 0.0% | +0% | — |
| 170 |  $APH | AMPHENOL CORP /DE/ | $32,851 | 0.0% | +0% | 80.5 |
| 171 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $32,239 | 0.0% | +0% | 69.4 |
| 172 | — | ISHARES TR | $31,970 | 0.0% | +0% | — |
| 173 |  $COST | COSTCO WHOLESALE CORP /NEW | $30,845 | 0.0% | +0% | 67 |
| 174 |  $AVK | ADVENT CONVERTIBLE & INCOME FUND | $30,500 | 0.0% | +0% | — |
| 175 |  $APP | AppLovin Corp | $29,850 | 0.0% | +0% | 86.8 |
| 176 |  $KMI | KINDER MORGAN, INC. | $29,735 | 0.0% | +0% | 74.6 |
| 177 | — | FIRST TR EXCHANGE-TRADED FD | $29,527 | 0.0% | +0% | — |
| 178 |  $PLTR | Palantir Technologies Inc. | $29,256 | 0.0% | +0% | 85.8 |
| 179 |  $BLK | BlackRock, Inc. | $28,851 | 0.0% | +0% | 70.3 |
| 180 | — | VANGUARD BD INDEX FDS | $28,107 | 0.0% | -67% | — |
| 181 |  $GEV | GE Vernova Inc. | $27,933 | 0.0% | +0% | 70.1 |
| 182 | — | GLOBAL X FDS | $27,193 | 0.0% | +42% | — |
| 183 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $25,451 | 0.0% | +0% | 66.7 |
| 184 |  $SO | SOUTHERN CO | $23,744 | 0.0% | +0% | 65.1 |
| 185 |  $SCHW | SCHWAB CHARLES CORP | $22,085 | 0.0% | +0% | 77.2 |
| 186 | — | SELECT SECTOR SPDR TR | $22,054 | 0.0% | -91% | — |
| 187 | $BKNG | Booking Holdings Inc. | $21,557 | 0.0% | +142% | 55.3 |
| 188 |  $DHR | DANAHER CORP /DE/ | $20,856 | 0.0% | +0% | 63.9 |
| 189 |  $ADBE | ADOBE INC. | $20,662 | 0.0% | +0% | 80.4 |
| 190 |  $WM | WASTE MANAGEMENT INC | $16,545 | 0.0% | +0% | 70.7 |
| 191 | — | ISHARES INC | $16,294 | 0.0% | +0% | — |
| 192 |  $ORCL | ORACLE CORP | $15,979 | 0.0% | +0% | 67.2 |
| 193 |  $NOW | ServiceNow, Inc. | $15,683 | 0.0% | -17% | 76 |
| 194 |  $SBUX | STARBUCKS CORP | $15,230 | 0.0% | +0% | 54.6 |
| 195 |  $EOG | EOG RESOURCES INC | $15,206 | 0.0% | +0% | 71.1 |
| 196 |  $DIS | Walt Disney Co | $15,132 | 0.0% | +0% | 68.9 |
| 197 |  $EBAY | EBAY INC | $15,018 | 0.0% | +0% | 69.3 |
| 198 | — | FRANKLIN TEMPLETON ETF TR | $14,949 | 0.0% | +0% | — |
| 199 |  $LULU | lululemon athletica inc. | $14,851 | 0.0% | +0% | 62.9 |
| 200 |  $CSX | CSX CORP | $13,670 | 0.0% | +0% | 66.4 |
| 201 |  $YMM | Full Truck Alliance Co. Ltd. | $13,560 | 0.0% | -61% | — |
| 202 |  $MCK | MCKESSON CORP | $12,980 | 0.0% | +0% | 63.7 |
| 203 |  $TMUS | T-Mobile US, Inc. | $12,392 | 0.0% | +0% | 72.7 |
| 204 | — | ISHARES INC | $12,340 | 0.0% | +0% | — |
| 205 |  $BIDU | Baidu, Inc. | $11,142 | 0.0% | +0% | — |
| 206 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $10,946 | 0.0% | +0% | — |
| 207 |  $PGR | PROGRESSIVE CORP/OH/ | $10,699 | 0.0% | +0% | 83.6 |
| 208 |  $UBER | Uber Technologies, Inc | $10,502 | 0.0% | +0% | 79.3 |
| 209 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $10,270 | 0.0% | +0% | 76.6 |
| 210 |  $CVS | CVS HEALTH Corp | $9,967 | 0.0% | +0% | 51.3 |
| 211 |  $WEC | WEC ENERGY GROUP, INC. | $9,840 | 0.0% | +0% | 67 |
| 212 |  $CTVA | Corteva, Inc. | $9,794 | 0.0% | +0% | 48.4 |
| 213 |  $AMAT | APPLIED MATERIALS INC /DE | $9,570 | 0.0% | +0% | 74.8 |
| 214 | — | KRANESHARES TRUST | $8,518 | 0.0% | -94% | — |
| 215 |  $DLTR | DOLLAR TREE, INC. | $8,104 | 0.0% | +0% | 53.2 |
| 216 |  $DLR | DIGITAL REALTY TRUST, INC. | $7,569 | 0.0% | +0% | 70.2 |
| 217 |  $LH | LABCORP HOLDINGS INC. | $7,204 | 0.0% | +0% | 54.8 |
| 218 |  $AEE | AMEREN CORP | $7,035 | 0.0% | +0% | 63.5 |
| 219 |  $AZO | AUTOZONE INC | $6,756 | 0.0% | +0% | 66.5 |
| 220 |  $LEN | LENNAR CORP /NEW/ | $5,097 | 0.0% | -81% | 49.2 |
| 221 |  $SLB | SLB LIMITED/NV | $4,111 | 0.0% | +0% | 63.2 |
| 222 |  $VLTO | Veralto Corp | $3,183 | 0.0% | -70% | 74.4 |
| 223 |  $ORLY | O REILLY AUTOMOTIVE INC | $1,385 | 0.0% | +0% | 72.7 |
New Positions (2)
AMPLIFY ETF TR$69,857
$SUNB Sunbelt Rentals Holdings, Inc.$46,344Exited Positions (12)
$AZN ASTRAZENECA PLC
$MDLZ Mondelez International, Inc. DBX ETF TR
$ETHA iShares Ethereum Trust ETF
$HUM HUMANA INC
$CMG CHIPOTLE MEXICAN GRILL INC
$UNH UNITEDHEALTH GROUP INC
$SPGI S&P Global Inc.
$SOLS Solstice Advanced Materials Inc.
$URI UNITED RENTALS, INC.
$OTIS Otis Worldwide Corp
$BAH Booz Allen Hamilton Holding CorpBrowse Top Institutional Investors
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