NATURAL INVESTMENTS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800245
Institutional-grade research for retail investors
13F Reported Value
ⓘ$405,433
Holdings
288
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NATURAL INVESTMENTS, LLC disclosed 288 positions worth $405,433 in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.2% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 23 new positions and exited 16 — including a new stake in $NXT and a full exit from $AZN. The portfolio is most concentrated in Technology (30.5% of disclosed assets). All figures are sourced directly from NATURAL INVESTMENTS, LLC’s Form 13F-HR filing with the SEC under CIK 1800245.
AI Fund Analysis
StableSector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$29.3K115,627 sh - 90.2#1
Quality
$19.3K110,913 sh - 83.7#15
Quality
$17.6K47,681 sh ISHARES TR
—Quality
$11.9K97,849 shTIDAL TRUST I
—Quality
$11.3K579,447 shETF SER SOLUTIONS
—Quality
$11.3K199,265 sh- 80.2
Quality
$10.3K35,741 sh EA SERIES TRUST
—Quality
$8.4K314,876 shMANAGER DIRECTED PORTFOLIOS
—Quality
$8.4K812,243 sh- 50.1
Quality
$7.4K202,089 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $29.3K | 115,627 |
 NVIDIA CORP$NVDA | 90.2#1 | $19.3K | 110,913 |
 MICROSOFT CORP$MSFT | 83.7#15 | $17.6K | 47,681 |
| ISHARES TR | — | $11.9K | 97,849 |
| TIDAL TRUST I | — | $11.3K | 579,447 |
| ETF SER SOLUTIONS | — | $11.3K | 199,265 |
 Alphabet Inc.$GOOG | 80.2 | $10.3K | 35,741 |
| EA SERIES TRUST | — | $8.4K | 314,876 |
| MANAGER DIRECTED PORTFOLIOS | — | $8.4K | 812,243 |
 HA Sustainable Infrastructure Capital, Inc.$HASI | 50.1 | $7.4K | 202,089 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NATURAL INVESTMENTS, LLC's 288 positions.
Showing top 10 of 288 holdings.
Sector Allocation
Technology
$123,748
Other
$98,816
Financials
$55,972
Healthcare
$36,817
Industrials
$26,004
Consumer Discretionary
$21,301
Consumer Staples
$12,196
Utilities
$9,390
Full Holdings — NATURAL INVESTMENTS, LLC (Q1 2026)
All 288 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. | $29,344 | 7.2% | +20% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $19,343 | 4.8% | +2% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $17,650 | 4.3% | +1% | 83.7 |
| 4 | — | ISHARES TR | $11,858 | 2.9% | -1% | — |
| 5 | — | TIDAL TRUST I | $11,293 | 2.8% | +7% | — |
| 6 | — | ETF SER SOLUTIONS | $11,258 | 2.8% | +23% | — |
| 7 | $GOOG | Alphabet Inc. | $10,277 | 2.5% | -3% | 80.2 |
| 8 | — | EA SERIES TRUST | $8,444 | 2.1% | +4% | — |
| 9 | — | MANAGER DIRECTED PORTFOLIOS | $8,390 | 2.1% | +13% | — |
| 10 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $7,426 | 1.8% | -3% | 50.1 |
| 11 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7,105 | 1.8% | -3% | — |
| 12 | — | VANECK ETF TRUST | $7,105 | 1.8% | +364% | — |
| 13 |  $ABBV | AbbVie Inc. | $7,052 | 1.7% | +15% | 59.3 |
| 14 | — | INVESTMENT MANAGERS SER TR I | $6,133 | 1.5% | -24% | — |
| 15 |  $HD | HOME DEPOT, INC. | $5,848 | 1.4% | +0% | 69.2 |
| 16 |  $LLY | ELI LILLY & Co | $5,056 | 1.3% | +2% | 89.3 |
| 17 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5,026 | 1.2% | +250% | 64.5 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $4,867 | 1.2% | +0% | 35.6 |
| 19 | — | TIDAL TRUST III | $4,446 | 1.1% | +55% | — |
| 20 |  $AMZN | AMAZON COM INC | $4,429 | 1.1% | +0% | 74.6 |
| 21 |  $ASML | ASML HOLDING NV | $4,010 | 1.0% | -11% | — |
| 22 |  $MA | Mastercard Inc | $3,965 | 1.0% | -2% | 81.7 |
| 23 |  $ABT | ABBOTT LABORATORIES | $3,641 | 0.9% | +14% | 67 |
| 24 |  $GOOGL | Alphabet Inc. | $3,351 | 0.8% | +8% | 80.2 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $3,328 | 0.8% | +1% | 67 |
| 26 |  $PG | PROCTER & GAMBLE Co | $3,278 | 0.8% | +24% | 72.9 |
| 27 |  $LIN | LINDE PLC | $3,249 | 0.8% | -2% | — |
| 28 |  $BEPC | Brookfield Renewable Corp | $3,179 | 0.8% | -6% | — |
| 29 | — | AMPLIFY ETF TR | $2,992 | 0.7% | +23% | — |
| 30 |  $PANW | Palo Alto Networks Inc | $2,787 | 0.7% | +4% | 66.5 |
| 31 |  $UPS | UNITED PARCEL SERVICE INC | $2,595 | 0.6% | +1% | 58.2 |
| 32 |  $AXP | AMERICAN EXPRESS CO | $2,519 | 0.6% | +0% | 73.2 |
| 33 |  $TT | Trane Technologies plc | $2,331 | 0.6% | -5% | — |
| 34 |  $UL | UNILEVER PLC | $2,157 | 0.5% | +5% | — |
| 35 |  $V | VISA INC. | $2,153 | 0.5% | +3% | 83.5 |
| 36 |  $ECL | ECOLAB INC. | $2,129 | 0.5% | -9% | 64.3 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $2,103 | 0.5% | +16% | 72.8 |
| 38 |  $ETN | Eaton Corp plc | $2,097 | 0.5% | -7% | — |
| 39 |  $PEP | PEPSICO INC | $2,054 | 0.5% | -0% | 62.7 |
| 40 | — | MORGAN STANLEY ETF TRUST | $2,008 | 0.5% | +41% | — |
| 41 |  $ICE | Intercontinental Exchange, Inc. | $2,001 | 0.5% | -2% | 73.8 |
| 42 |  $AWK | American Water Works Company, Inc. | $1,983 | 0.5% | +2% | 61.7 |
| 43 |  $SHOP | SHOPIFY INC. | $1,889 | 0.5% | -2% | — |
| 44 | — | FRANKLIN ETF TR | $1,825 | 0.5% | +15% | — |
| 45 |  $XYL | Xylem Inc. | $1,822 | 0.5% | +24% | 65.6 |
| 46 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $1,775 | 0.4% | +0% | — |
| 47 |  $MRK | Merck & Co., Inc. | $1,754 | 0.4% | -1% | 70.9 |
| 48 |  $HLN | Haleon plc | $1,731 | 0.4% | +0% | — |
| 49 |  $SONY | Sony Group Corp | $1,709 | 0.4% | -0% | — |
| 50 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1,695 | 0.4% | -2% | 70.9 |
| 51 |  $NOW | ServiceNow, Inc. | $1,692 | 0.4% | -2% | 76 |
| 52 |  $PLD | Prologis, Inc. | $1,667 | 0.4% | +0% | 67.5 |
| 53 |  $AMT | AMERICAN TOWER CORP /MA/ | $1,656 | 0.4% | -29% | 69.8 |
| 54 |  $UNP | UNION PACIFIC CORP | $1,640 | 0.4% | -4% | 74 |
| 55 |  $AMGN | AMGEN INC | $1,586 | 0.4% | +3% | 79.5 |
| 56 |  $AVGO | Broadcom Inc. | $1,579 | 0.4% | +33% | 86.4 |
| 57 |  $MELI | MERCADOLIBRE INC | $1,572 | 0.4% | -2% | 77.5 |
| 58 |  $EHC | Encompass Health Corp | $1,567 | 0.4% | +41% | 68.9 |
| 59 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1,560 | 0.4% | +3% | 70.8 |
| 60 |  $TRV | TRAVELERS COMPANIES, INC. | $1,547 | 0.4% | -2% | 71.5 |
| 61 |  $NXT | Nextpower Inc. | $1,479 | 0.4% | NEW | 74.8 |
| 62 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1,414 | 0.3% | +8% | 66.7 |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $1,403 | 0.3% | -2% | — |
| 64 |  $HDB | HDFC BANK LTD | $1,394 | 0.3% | +36% | — |
| 65 |  $NFLX | NETFLIX INC | $1,393 | 0.3% | +6% | 86.7 |
| 66 |  $ALC | ALCON INC | $1,342 | 0.3% | +1% | — |
| 67 |  $NVT | nVent Electric plc | $1,330 | 0.3% | -6% | — |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1,313 | 0.3% | +35% | 64.5 |
| 69 |  $MMM | 3M CO | $1,286 | 0.3% | +5% | 60.7 |
| 70 |  $DE | DEERE & CO | $1,279 | 0.3% | -0% | 57.4 |
| 71 |  $FSLR | FIRST SOLAR, INC. | $1,277 | 0.3% | -1% | 73.8 |
| 72 |  $ISRG | INTUITIVE SURGICAL INC | $1,276 | 0.3% | -2% | 81.4 |
| 73 |  $TJX | TJX COMPANIES INC /DE/ | $1,269 | 0.3% | +6% | 70.7 |
| 74 |  $ADSK | Autodesk, Inc. | $1,265 | 0.3% | +2% | 76.4 |
| 75 |  $TEL | TE Connectivity plc | $1,224 | 0.3% | +1% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $1,208 | 0.3% | +1% | 72.3 |
| 77 |  $MKC | MCCORMICK & CO INC | $1,194 | 0.3% | -15% | 73.7 |
| 78 | — | LEGG MASON ETF INVT | $1,152 | 0.3% | +46% | — |
| 79 |  $VRSK | Verisk Analytics, Inc. | $1,139 | 0.3% | +1% | 77.3 |
| 80 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1,136 | 0.3% | -0% | — |
| 81 | $BEPC | Brookfield Renewable Corp | $1,135 | 0.3% | -3% | — |
| 82 | — | GLOBAL X FDS | $1,100 | 0.3% | -9% | — |
| 83 |  $SAP | SAP SE | $1,078 | 0.3% | -19% | — |
| 84 |  $WCN | Waste Connections, Inc. | $1,040 | 0.3% | -1% | — |
| 85 |  $CB | Chubb Ltd | $1,003 | 0.3% | -0% | — |
| 86 |  $BSX | BOSTON SCIENTIFIC CORP | $995 | 0.3% | +293% | 79.9 |
| 87 |  $BAP | CREDICORP LTD | $994 | 0.3% | -11% | — |
| 88 |  $GILD | GILEAD SCIENCES, INC. | $985 | 0.2% | -0% | 77.8 |
| 89 |  $NGG | NATIONAL GRID PLC | $982 | 0.2% | +0% | — |
| 90 | — | PRAXIS FDS | $981 | 0.2% | +6% | — |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $971 | 0.2% | +5% | 74.8 |
| 92 |  $IVZ | Invesco Ltd. | $967 | 0.2% | -12% | — |
| 93 | — | NUSHARES ETF TR | $956 | 0.2% | +12% | — |
| 94 |  $APH | AMPHENOL CORP /DE/ | $954 | 0.2% | +1% | 80.5 |
| 95 |  $BAC | BANK OF AMERICA CORP /DE/ | $950 | 0.2% | -4% | 68.4 |
| 96 |  $KO | COCA COLA CO | $943 | 0.2% | +1% | 74 |
| 97 |  $EWBC | EAST WEST BANCORP INC | $937 | 0.2% | -20% | — |
| 98 |  $ITUB | Itau Unibanco Holding S.A. | $921 | 0.2% | -0% | — |
| 99 |  $BBN | BlackRock Taxable Municipal Bond Trust | $907 | 0.2% | +14% | — |
| 100 |  $SYK | STRYKER CORP | $905 | 0.2% | -4% | 69.8 |
| 101 |  $ROK | ROCKWELL AUTOMATION, INC | $894 | 0.2% | NEW | 68.2 |
| 102 |  $SHEN | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | $881 | 0.2% | -8% | 34.5 |
| 103 |  $ORA | ORMAT TECHNOLOGIES, INC. | $865 | 0.2% | -1% | 53.5 |
| 104 |  $AMAL | Amalgamated Financial Corp. | $864 | 0.2% | -1% | — |
| 105 |  $LRCX | LAM RESEARCH CORP | $861 | 0.2% | +2% | 82.4 |
| 106 |  $NEE | NEXTERA ENERGY INC | $861 | 0.2% | -0% | 71.7 |
| 107 |  $TXN | TEXAS INSTRUMENTS INC | $857 | 0.2% | +4% | 70.4 |
| 108 |  $RY | ROYAL BANK OF CANADA | $811 | 0.2% | +42% | — |
| 109 |  $GEV | GE Vernova Inc. | $792 | 0.2% | +14% | 70.1 |
| 110 |  $MSCI | MSCI Inc. | $789 | 0.2% | NEW | 77.6 |
| 111 |  $ADP | AUTOMATIC DATA PROCESSING INC | $766 | 0.2% | +0% | 77.9 |
| 112 |  $NVS | NOVARTIS AG | $764 | 0.2% | +6% | — |
| 113 |  $USB | US BANCORP DE | $740 | 0.2% | +0% | 71.4 |
| 114 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $739 | 0.2% | -3% | — |
| 115 | — | ISHARES TR | $733 | 0.2% | -2% | — |
| 116 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $718 | 0.2% | +1% | 72.9 |
| 117 |  $ITW | ILLINOIS TOOL WORKS INC | $714 | 0.2% | -2% | 71.2 |
| 118 | — | VANGUARD INDEX FDS | $692 | 0.2% | -29% | — |
| 119 |  $WFC | WELLS FARGO & COMPANY/MN | $688 | 0.2% | NEW | — |
| 120 | — | ISHARES TR | $685 | 0.2% | -11% | — |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $684 | 0.2% | +7% | 71.6 |
| 122 | — | ISHARES TR | $682 | 0.2% | +46% | — |
| 123 |  $ALL | ALLSTATE CORP | $679 | 0.2% | -2% | 76.6 |
| 124 |  $SBUX | STARBUCKS CORP | $672 | 0.2% | +0% | 54.6 |
| 125 | — | FIRST TR EXCHANGE-TRADED FD | $671 | 0.2% | +28% | — |
| 126 |  $TTEK | TETRA TECH INC | $650 | 0.2% | NEW | 63 |
| 127 | — | ISHARES TR | $641 | 0.2% | -8% | — |
| 128 |  $LOW | LOWES COMPANIES INC | $641 | 0.2% | -2% | 63.5 |
| 129 |  $INTU | INTUIT INC. | $628 | 0.1% | +8% | 82 |
| 130 |  $FGDL | Franklin Templeton Holdings Trust | $627 | 0.1% | +0% | — |
| 131 |  $URI | UNITED RENTALS, INC. | $620 | 0.1% | +1% | 70.7 |
| 132 |  $ADI | ANALOG DEVICES INC | $611 | 0.1% | +8% | 76.2 |
| 133 |  $HSBC | HSBC HOLDINGS PLC | $601 | 0.1% | -1% | — |
| 134 |  $UNH | UNITEDHEALTH GROUP INC | $598 | 0.1% | -5% | 66.8 |
| 135 |  $MNST | Monster Beverage Corp | $592 | 0.1% | +3% | 77 |
| 136 |  $AMD | ADVANCED MICRO DEVICES INC | $588 | 0.1% | +2% | 78.8 |
| 137 |  $TD | TORONTO DOMINION BANK | $582 | 0.1% | +23% | — |
| 138 |  $DHR | DANAHER CORP /DE/ | $580 | 0.1% | +5% | 63.9 |
| 139 |  $WMT | Walmart Inc. | $578 | 0.1% | -5% | 63.2 |
| 140 |  $GLW | CORNING INC /NY | $576 | 0.1% | -6% | 72.7 |
| 141 |  $CME | CME GROUP INC. | $575 | 0.1% | +6% | 74.5 |
| 142 | — | ISHARES TR | $573 | 0.1% | +7% | — |
| 143 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $565 | 0.1% | +8% | 76.6 |
| 144 |  $INTC | INTEL CORP | $562 | 0.1% | -9% | 41.5 |
| 145 |  $BKNG | Booking Holdings Inc. | $559 | 0.1% | +17% | 55.3 |
| 146 |  $CINF | CINCINNATI FINANCIAL CORP | $555 | 0.1% | +0% | 77 |
| 147 |  $ACN | Accenture plc | $547 | 0.1% | -54% | — |
| 148 | — | VANGUARD SCOTTSDALE FDS | $547 | 0.1% | +42% | — |
| 149 | — | TORTOISE CAPITAL SERIES TRUS | $546 | 0.1% | -23% | — |
| 150 |  $BABA | Alibaba Group Holding Ltd | $537 | 0.1% | -0% | — |
| 151 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $534 | 0.1% | -2% | — |
| 152 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $533 | 0.1% | -0% | 63.7 |
| 153 |  $GPN | GLOBAL PAYMENTS INC | $532 | 0.1% | -8% | 42.9 |
| 154 |  $GE | GENERAL ELECTRIC CO | $523 | 0.1% | +12% | 74.8 |
| 155 |  $WAT | WATERS CORP /DE/ | $522 | 0.1% | +9% | 69.9 |
| 156 |  $CI | Cigna Group | $516 | 0.1% | -1% | 66.8 |
| 157 | — | MORGAN STANLEY ETF TRUST | $509 | 0.1% | -1% | — |
| 158 |  $SPGI | S&P Global Inc. | $508 | 0.1% | +0% | 79.4 |
| 159 |  $T | AT&T INC. | $505 | 0.1% | +11% | 71.9 |
| 160 |  $TMUS | T-Mobile US, Inc. | $504 | 0.1% | +23% | 72.7 |
| 161 |  $ORCL | ORACLE CORP | $503 | 0.1% | -4% | 67.2 |
| 162 |  $MDT | Medtronic plc | $503 | 0.1% | +19% | — |
| 163 |  $CL | COLGATE PALMOLIVE CO | $485 | 0.1% | +13% | 72.4 |
| 164 |  $CCZ | COMCAST CORP | $483 | 0.1% | +1% | 70.4 |
| 165 |  $BMY | BRISTOL MYERS SQUIBB CO | $478 | 0.1% | +18% | 70.1 |
| 166 |  $SFM | Sprouts Farmers Market, Inc. | $468 | 0.1% | +56% | 73.4 |
| 167 |  $CRM | Salesforce, Inc. | $464 | 0.1% | +6% | 75.2 |
| 168 | — | VANGUARD INDEX FDS | $461 | 0.1% | -11% | — |
| 169 |  $NU | Nu Holdings Ltd. | $457 | 0.1% | +4% | — |
| 170 |  $MDLZ | Mondelez International, Inc. | $451 | 0.1% | +19% | 53.9 |
| 171 |  $GL | GLOBE LIFE INC. | $445 | 0.1% | -7% | 66.6 |
| 172 |  $EW | Edwards Lifesciences Corp | $440 | 0.1% | +12% | 67.6 |
| 173 | — | ISHARES TR | $439 | 0.1% | +0% | — |
| 174 |  $KLAC | KLA CORP | $439 | 0.1% | -1% | 84.4 |
| 175 |  $DXCM | DEXCOM INC | $438 | 0.1% | NEW | 77.9 |
| 176 |  $MCD | MCDONALDS CORP | $435 | 0.1% | -3% | 73.9 |
| 177 |  $PGR | PROGRESSIVE CORP/OH/ | $428 | 0.1% | +4% | 83.6 |
| 178 |  $SPOT | Spotify Technology S.A. | $420 | 0.1% | -5% | — |
| 179 | — | MORGAN STANLEY ETF TRUST | $420 | 0.1% | -1% | — |
| 180 |  $IRM | IRON MOUNTAIN INC | $419 | 0.1% | +1% | 50.7 |
| 181 |  $GSK | GSK plc | $414 | 0.1% | -1% | — |
| 182 |  $NDSN | NORDSON CORP | $405 | 0.1% | +1% | 67.8 |
| 183 |  $STX | Seagate Technology Holdings plc | $401 | 0.1% | +10% | — |
| 184 | — | NUSHARES ETF TR | $395 | 0.1% | -1% | — |
| 185 |  $APD | Air Products & Chemicals, Inc. | $394 | 0.1% | -0% | 41.2 |
| 186 |  $RELX | RELX PLC | $393 | 0.1% | -4% | — |
| 187 |  $TRP | TC ENERGY CORP | $391 | 0.1% | +0% | — |
| 188 | — | NUSHARES ETF TR | $389 | 0.1% | -1% | — |
| 189 | — | INVESCO EXCHANGE TRADED FD T | $386 | 0.1% | -2% | — |
| 190 |  $JCI | Johnson Controls International plc | $384 | 0.1% | -1% | — |
| 191 |  $MCK | MCKESSON CORP | $381 | 0.1% | +0% | 63.7 |
| 192 | — | VANGUARD WORLD FD | $379 | 0.1% | +0% | — |
| 193 | — | FIRST TR EXCHANGE-TRADED FD | $373 | 0.1% | +0% | — |
| 194 |  $EQIX | EQUINIX INC | $372 | 0.1% | -2% | 61.4 |
| 195 | — | ISHARES TR | $368 | 0.1% | -12% | — |
| 196 |  $ADBE | ADOBE INC. | $367 | 0.1% | -13% | 80.4 |
| 197 |  $ING | ING GROEP NV | $365 | 0.1% | -0% | — |
| 198 |  $SAN | Banco Santander, S.A. | $365 | 0.1% | -1% | — |
| 199 |  $ZTS | Zoetis Inc. | $362 | 0.1% | +12% | 72.6 |
| 200 | — | PIMCO ETF TR | $357 | 0.1% | -3% | — |
| 201 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $355 | 0.1% | -1% | 65.3 |
| 202 |  $STE | STERIS plc | $354 | 0.1% | +0% | — |
| 203 | — | NUSHARES ETF TR | $339 | 0.1% | -4% | — |
| 204 |  $COF | CAPITAL ONE FINANCIAL CORP | $339 | 0.1% | +4% | 71 |
| 205 | — | FIRST TR EXCHANGE TRADED FD | $338 | 0.1% | +2% | — |
| 206 | — | DIMENSIONAL ETF TRUST | $332 | 0.1% | +0% | — |
| 207 |  $NXPI | NXP Semiconductors N.V. | $332 | 0.1% | -8% | — |
| 208 |  $ROST | ROSS STORES, INC. | $332 | 0.1% | +19% | 71.5 |
| 209 |  $PWR | QUANTA SERVICES, INC. | $332 | 0.1% | -1% | 62.6 |
| 210 | — | PARNASSUS INCOME FDS | $325 | 0.1% | +8% | — |
| 211 |  $WELL | WELLTOWER INC. | $321 | 0.1% | -1% | 75.7 |
| 212 |  $RYN | RAYONIER INC | $320 | 0.1% | NEW | 68.1 |
| 213 |  $META | Meta Platforms, Inc. | $313 | 0.1% | +0% | 80.9 |
| 214 | — | MORGAN STANLEY ETF TRUST | $310 | 0.1% | -16% | — |
| 215 |  $A | AGILENT TECHNOLOGIES, INC. | $309 | 0.1% | -0% | 64.6 |
| 216 |  $LYG | Lloyds Banking Group plc | $309 | 0.1% | +1% | — |
| 217 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $308 | 0.1% | +1% | — |
| 218 |  $CMI | CUMMINS INC | $307 | 0.1% | +20% | 58.9 |
| 219 |  $DELL | Dell Technologies Inc. | $307 | 0.1% | +10% | 76 |
| 220 | — | ISHARES TR | $303 | 0.1% | +0% | — |
| 221 |  $ELV | Elevance Health, Inc. | $297 | 0.1% | -0% | 59.4 |
| 222 |  $AZO | AUTOZONE INC | $295 | 0.1% | +32% | 66.5 |
| 223 |  $DLR | DIGITAL REALTY TRUST, INC. | $291 | 0.1% | +11% | 70.2 |
| 224 |  $TWLO | TWILIO INC | $282 | 0.1% | +2% | 59.5 |
| 225 |  $UBSI | UNITED BANKSHARES INC/WV | $280 | 0.1% | +0% | — |
| 226 | — | GLOBAL X FDS | $278 | 0.1% | +0% | — |
| 227 | — | NUSHARES ETF TR | $276 | 0.1% | +13% | — |
| 228 |  $XOM | EXXON MOBIL CORP | $272 | 0.1% | NEW | 61.8 |
| 229 |  $NVO | NOVO NORDISK A S | $272 | 0.1% | -62% | — |
| 230 |  $VRT | Vertiv Holdings Co | $269 | 0.1% | NEW | 82.7 |
| 231 | — | VANGUARD WORLD FD | $267 | 0.1% | +0% | — |
| 232 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $266 | 0.1% | -9% | — |
| 233 |  $SNY | Sanofi | $266 | 0.1% | +2% | — |
| 234 |  $EBAY | EBAY INC | $265 | 0.1% | -5% | 69.3 |
| 235 |  $VITL | Vital Farms, Inc. | $264 | 0.1% | +39% | 50.2 |
| 236 |  $MS | MORGAN STANLEY | $263 | 0.1% | +28% | — |
| 237 | — | VANGUARD WORLD FD | $263 | 0.1% | +0% | — |
| 238 |  $EMR | EMERSON ELECTRIC CO | $261 | 0.1% | NEW | 65.9 |
| 239 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $259 | 0.1% | +0% | 71.5 |
| 240 | — | MORGAN STANLEY ETF TRUST | $258 | 0.1% | -7% | — |
| 241 | — | ISHARES TR | $257 | 0.1% | +0% | — |
| 242 |  $TSLA | Tesla, Inc. | $252 | 0.1% | -1% | 50.1 |
| 243 |  $BDX | BECTON DICKINSON & CO | $251 | 0.1% | +0% | 50.7 |
| 244 | — | ISHARES TR | $250 | 0.1% | +0% | — |
| 245 |  $PFE | PFIZER INC | $241 | 0.1% | -3% | 69 |
| 246 |  $FXE | Invesco CurrencyShares Euro Trust | $240 | 0.1% | NEW | — |
| 247 |  $HUT | Hut 8 Corp. | $239 | 0.1% | +0% | 31.4 |
| 248 |  $ROP | ROPER TECHNOLOGIES INC | $238 | 0.1% | -2% | 72.2 |
| 249 | — | ISHARES TR | $238 | 0.1% | +0% | — |
| 250 |  $TRMB | TRIMBLE INC. | $232 | 0.1% | +2% | 52.1 |
| 251 |  $AFL | AFLAC INC | $228 | 0.1% | +0% | 60.3 |
| 252 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $227 | 0.1% | +0% | — |
| 253 |  $AMP | AMERIPRISE FINANCIAL INC | $226 | 0.1% | -1% | 70.2 |
| 254 |  $VTR | Ventas, Inc. | $225 | 0.1% | NEW | 70.3 |
| 255 |  $BNS | BANK OF NOVA SCOTIA | $223 | 0.1% | -0% | — |
| 256 |  $VMI | VALMONT INDUSTRIES INC | $221 | 0.1% | NEW | 60.1 |
| 257 |  $SGOL | abrdn Gold ETF Trust | $220 | 0.1% | -4% | — |
| 258 |  $MCHP | MICROCHIP TECHNOLOGY INC | $219 | 0.1% | +4% | 40 |
| 259 | — | SPDR SERIES TRUST | $218 | 0.1% | NEW | — |
| 260 |  $CSX | CSX CORP | $217 | 0.1% | NEW | 66.4 |
| 261 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $217 | 0.1% | -2% | — |
| 262 | — | VANGUARD STAR FDS | $217 | 0.1% | -18% | — |
| 263 |  $AON | Aon plc | $216 | 0.1% | +7% | — |
| 264 | — | ISHARES TR | $214 | 0.1% | -60% | — |
| 265 |  $DECK | DECKERS OUTDOOR CORP | $214 | 0.1% | +8% | 83.2 |
| 266 |  $KMB | KIMBERLY CLARK CORP | $212 | 0.1% | NEW | 61.7 |
| 267 |  $NEM | NEWMONT Corp /DE/ | $211 | 0.1% | NEW | 88.3 |
| 268 |  $JLL | JONES LANG LASALLE INC | $209 | 0.1% | -6% | 59.8 |
| 269 |  $COHR | COHERENT CORP. | $208 | 0.1% | NEW | 64 |
| 270 |  $AJG | Arthur J. Gallagher & Co. | $207 | 0.1% | -3% | 72.1 |
| 271 |  $GWW | W.W. GRAINGER, INC. | $206 | 0.1% | -14% | 69.5 |
| 272 |  $FERG | Ferguson Enterprises Inc. /DE/ | $205 | 0.1% | NEW | 58.9 |
| 273 | — | J P MORGAN EXCHANGE TRADED F | $205 | 0.1% | NEW | — |
| 274 |  $XEL | XCEL ENERGY INC | $204 | 0.1% | NEW | — |
| 275 |  $ICLR | ICON PLC | $202 | 0.1% | -7% | — |
| 276 |  $O | REALTY INCOME CORP | $202 | 0.1% | NEW | 74.6 |
| 277 |  $KKR | KKR & Co. Inc. | $201 | 0.1% | +0% | 49.8 |
| 278 | — | ISHARES TR | $201 | 0.1% | -64% | — |
| 279 |  $LPLA | LPL Financial Holdings Inc. | $201 | 0.1% | -8% | 61.8 |
| 280 |  $SNPS | SYNOPSYS INC | $200 | 0.1% | +5% | 63.1 |
| 281 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $183 | 0.1% | +0% | — |
| 282 | — | TELEFONICA S A | $159 | 0.0% | -3% | — |
| 283 |  $UMC | UNITED MICROELECTRONICS CORP | $152 | 0.0% | -12% | — |
| 284 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $149 | 0.0% | NEW | — |
| 285 |  $AQN | ALGONQUIN POWER & UTILITIES CORP. | $123 | 0.0% | -0% | — |
| 286 |  $WIT | WIPRO LTD | $94 | 0.0% | -1% | — |
| 287 |  $AVAL | Grupo Aval Acciones Y Valores S.A. | $79 | 0.0% | +1% | — |
| 288 |  $SOBO | South Bow Corp | $64 | 0.0% | +12% | — |
New Positions (23)
$NXT Nextpower Inc.$1,479$ROK ROCKWELL AUTOMATION, INC$894$MSCI MSCI Inc.$789$WFC WELLS FARGO & COMPANY/MN$688$TTEK TETRA TECH INC$650$DXCM DEXCOM INC$438$RYN RAYONIER INC$320$XOM EXXON MOBIL CORP$272$VRT Vertiv Holdings Co$269$EMR EMERSON ELECTRIC CO$261$FXE Invesco CurrencyShares Euro Trust$240$VTR Ventas, Inc.$225$VMI VALMONT INDUSTRIES INC$221 SPDR SERIES TRUST$218
$CSX CSX CORP$217Exited Positions (16)
$AZN ASTRAZENECA PLC
$BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.
$LULU lululemon athletica inc. SSGA ACTIVE TR
VANGUARD BD INDEX FDS
POTLATCHDELTIC CORPORATION
$QCOM QUALCOMM INC/DE
$FDS FACTSET RESEARCH SYSTEMS INC
$DIS Walt Disney Co
$CAVA CAVA GROUP, INC.
$CDNS CADENCE DESIGN SYSTEMS INC
$F FORD MOTOR CO PROFESIONALLY MANAGED PORTFO
$MUFG MITSUBISHI UFJ FINANCIAL GROUP INC BLACKROCK LONG-TERM MUN ADVA
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