SkyOak Wealt, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800379
Institutional-grade research for retail investors
13F Reported Value
ⓘ$546.1M
Holdings
255
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SkyOak Wealt, LLC disclosed 255 positions worth $546.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 27 new positions and exited 23 — including a new stake in $FITB. The portfolio is most concentrated in Other (62.1% of disclosed assets). All figures are sourced directly from SkyOak Wealt, LLC’s Form 13F-HR filing with the SEC under CIK 1800379.
AI Fund Analysis
StableSPDR SERIES TRUST
5.4% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
5.1% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.1% weight
Held 9 quarters
$AAPL3.9% weight
Held 9 quarters
ISHARES TR
3.8% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
ISHARES TR
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
$STWD8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$29.4M519,061 shJ P MORGAN EXCHANGE TRADED F
—Quality
$27.8M549,606 shSCHWAB STRATEGIC TR
—Quality
$22.2M760,537 sh- 76.1
Quality
$21.4M84,499 sh ISHARES TR
—Quality
$20.5M200,476 shISHARES TR
—Quality
$17.4M191,749 shISHARES TR
—Quality
$15.4M161,754 sh- 89.3
Quality
$14.9M16,205 sh SPDR SERIES TRUST
—Quality
$14.7M191,412 shJ P MORGAN EXCHANGE TRADED F
—Quality
$13.8M291,446 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $29.4M | 519,061 |
| J P MORGAN EXCHANGE TRADED F | — | $27.8M | 549,606 |
| SCHWAB STRATEGIC TR | — | $22.2M | 760,537 |
| Apple Inc.$AAPL | 76.1 | $21.4M | 84,499 |
| ISHARES TR | — | $20.5M | 200,476 |
| ISHARES TR | — | $17.4M | 191,749 |
| ISHARES TR | — | $15.4M | 161,754 |
 ELI LILLY & Co$LLY | 89.3 | $14.9M | 16,205 |
| SPDR SERIES TRUST | — | $14.7M | 191,412 |
| J P MORGAN EXCHANGE TRADED F | — | $13.8M | 291,446 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SkyOak Wealt, LLC's 255 positions.
Showing top 10 of 255 holdings.
Sector Allocation
Other
$339.3M
Technology
$76.6M
Financials
$36.0M
Healthcare
$25.6M
Industrials
$18.5M
Consumer Discretionary
$14.9M
Utilities
$8.5M
Real Estate
$7.3M
Full Holdings — SkyOak Wealt, LLC (Q1 2026)
All 255 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 | — | SPDR SERIES TRUST | $29.4M | 5.4% | +4% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $27.8M | 5.1% | +1% | — |
| 3 | — | SCHWAB STRATEGIC TR | $22.2M | 4.1% | +4% | — |
| 4 | $AAPL | Apple Inc. | $21.4M | 3.9% | -1% | 76.1 |
| 5 | — | ISHARES TR | $20.5M | 3.8% | -0% | — |
| 6 | — | ISHARES TR | $17.4M | 3.2% | +3% | — |
| 7 | — | ISHARES TR | $15.4M | 2.8% | +16% | — |
| 8 | $LLY | ELI LILLY & Co | $14.9M | 2.7% | -3% | 89.3 |
| 9 | — | SPDR SERIES TRUST | $14.7M | 2.7% | +1% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $13.8M | 2.5% | +7% | — |
| 11 | — | SELECT SECTOR SPDR TR | $9.2M | 1.7% | -3% | — |
| 12 | — | BLACKROCK ETF TRUST | $8.7M | 1.6% | -1% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $8.7M | 1.6% | +11% | — |
| 14 | — | ISHARES TR | $8.5M | 1.6% | +2% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $7.9M | 1.4% | +0% | 35.6 |
| 16 |  $AMZN | AMAZON COM INC | $7.6M | 1.4% | +4% | 74.6 |
| 17 | — | AMERICAN CENTY ETF TR | $7.4M | 1.4% | +11% | — |
| 18 | — | VANGUARD SPECIALIZED FUNDS | $7.2M | 1.3% | -0% | — |
| 19 |  $NVDA | NVIDIA CORP | $7.2M | 1.3% | -0% | 90.2 |
| 20 |  $MS | MORGAN STANLEY | $6.9M | 1.3% | -0% | — |
| 21 | — | STRATEGY SHS | $6.9M | 1.3% | +0% | — |
| 22 | — | VANGUARD INDEX FDS | $6.9M | 1.3% | -0% | — |
| 23 | — | VANGUARD INDEX FDS | $6.8M | 1.3% | +1% | — |
| 24 |  $META | Meta Platforms, Inc. | $6.8M | 1.2% | -2% | 80.9 |
| 25 |  $GOOGL | Alphabet Inc. | $6.7M | 1.2% | +2% | 80.2 |
| 26 | — | FIRST TR EXCHANGE TRADED FD | $6.5M | 1.2% | +0% | — |
| 27 | — | VANGUARD INTL EQUITY INDEX F | $6.3M | 1.2% | +4% | — |
| 28 | — | ARK ETF TR | $6.2M | 1.1% | +0% | — |
| 29 |  $MSFT | MICROSOFT CORP | $6.0M | 1.1% | +18% | 83.7 |
| 30 | $STWD | STARWOOD PROPERTY TRUST, INC. | $6.0M | 1.1% | +11% | 54.6 |
| 31 |  $GOOG | Alphabet Inc. | $5.4M | 1.0% | -1% | 80.2 |
| 32 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.1M | 0.9% | +2% | 66.7 |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.1M | 0.9% | -4% | — |
| 34 |  $LNTH | Lantheus Holdings, Inc. | $4.9M | 0.9% | +2% | 66.9 |
| 35 | — | PIMCO ETF TR | $4.8M | 0.9% | +5% | — |
| 36 | — | PIMCO ETF TR | $4.6M | 0.8% | +11% | — |
| 37 | — | GOLDMAN SACHS ETF TR | $3.9M | 0.7% | -3% | — |
| 38 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.7% | -1% | 72.9 |
| 39 |  $NEE | NEXTERA ENERGY INC | $3.6M | 0.7% | -1% | 71.7 |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $3.4M | 0.6% | -28% | — |
| 41 | — | SPDR INDEX SHS FDS | $3.4M | 0.6% | +1% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.6% | +5% | — |
| 43 | — | AMERICAN CENTY ETF TR | $3.2M | 0.6% | -0% | — |
| 44 | — | SPDR SERIES TRUST | $3.2M | 0.6% | +5% | — |
| 45 |  $EMR | EMERSON ELECTRIC CO | $3.2M | 0.6% | -2% | 65.9 |
| 46 |  $CVX | CHEVRON CORP | $3.0M | 0.5% | -5% | 54.7 |
| 47 | — | VANGUARD INDEX FDS | $2.9M | 0.5% | +0% | — |
| 48 | — | SPDR SERIES TRUST | $2.9M | 0.5% | +3% | — |
| 49 | — | VANGUARD INDEX FDS | $2.9M | 0.5% | +1% | — |
| 50 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.5% | +1% | — |
| 51 | — | VANGUARD INDEX FDS | $2.8M | 0.5% | +0% | — |
| 52 |  $AWR | AMERICAN STATES WATER CO | $2.8M | 0.5% | -1% | 60.3 |
| 53 |  $TSLA | Tesla, Inc. | $2.7M | 0.5% | +2% | 50.1 |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.5% | +4% | 64.5 |
| 55 |  $FITB | FIFTH THIRD BANCORP | $2.6M | 0.5% | NEW | — |
| 56 |  $AVGO | Broadcom Inc. | $2.6M | 0.5% | +38% | 86.4 |
| 57 |  $V | VISA INC. | $2.4M | 0.5% | +0% | 83.5 |
| 58 | — | ISHARES TR | $2.3M | 0.4% | +0% | — |
| 59 |  $IBIT | iShares Bitcoin Trust ETF | $2.3M | 0.4% | +229% | — |
| 60 |  $CIEN | CIENA CORP | $2.2M | 0.4% | -21% | 70.7 |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.4% | -1% | 67 |
| 62 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.4% | -0% | 71.6 |
| 63 |  $MCD | MCDONALDS CORP | $2.1M | 0.4% | -0% | 73.9 |
| 64 |  $UL | UNILEVER PLC | $2.0M | 0.4% | -2% | — |
| 65 | — | SPDR SERIES TRUST | $1.9M | 0.3% | -0% | — |
| 66 | — | SPDR SERIES TRUST | $1.9M | 0.3% | -31% | — |
| 67 | — | VANGUARD INDEX FDS | $1.8M | 0.3% | +9% | — |
| 68 | — | GOLDMAN SACHS ETF TR | $1.8M | 0.3% | +0% | — |
| 69 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.3% | +0% | 68.4 |
| 70 |  $NOW | ServiceNow, Inc. | $1.5M | 0.3% | +9% | 76 |
| 71 | — | ISHARES TR | $1.5M | 0.3% | -0% | — |
| 72 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 64.5 |
| 73 |  $ABBV | AbbVie Inc. | $1.5M | 0.3% | +0% | 59.3 |
| 74 |  $TMUS | T-Mobile US, Inc. | $1.5M | 0.3% | -9% | 72.7 |
| 75 | — | VANGUARD INTL EQUITY INDEX F | $1.4M | 0.3% | +1% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.2% | +0% | 72.3 |
| 77 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.2% | -1% | — |
| 78 |  $T | AT&T INC. | $1.3M | 0.2% | +0% | 71.9 |
| 79 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.2% | -9% | — |
| 80 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.2% | +17% | 85.8 |
| 81 | — | PROSHARES TR | $1.1M | 0.2% | -2% | — |
| 82 |  $CMI | CUMMINS INC | $1.1M | 0.2% | +11% | 58.9 |
| 83 |  $MU | MICRON TECHNOLOGY INC | $1.0M | 0.2% | +4% | 88.4 |
| 84 | — | ISHARES TR | $993,502 | 0.2% | -2% | — |
| 85 |  $KO | COCA COLA CO | $979,692 | 0.2% | -0% | 74 |
| 86 |  $IDXX | IDEXX LABORATORIES INC /DE | $975,441 | 0.2% | +0% | 73.6 |
| 87 |  $QCOM | QUALCOMM INC/DE | $903,392 | 0.2% | +0% | 81.9 |
| 88 |  $PANW | Palo Alto Networks Inc | $894,586 | 0.2% | +4% | 66.5 |
| 89 |  $LRCX | LAM RESEARCH CORP | $859,982 | 0.2% | -23% | 82.4 |
| 90 | — | PROSHARES TR | $850,200 | 0.2% | +7% | — |
| 91 |  $MA | Mastercard Inc | $849,422 | 0.2% | +0% | 81.7 |
| 92 | — | ISHARES TR | $836,177 | 0.1% | +8% | — |
| 93 |  $RTX | RTX Corp | $822,719 | 0.1% | +2% | 70 |
| 94 |  $XOM | EXXON MOBIL CORP | $801,538 | 0.1% | -3% | 61.8 |
| 95 |  $JNJ | JOHNSON & JOHNSON | $799,074 | 0.1% | -2% | 72.8 |
| 96 | — | VANGUARD SCOTTSDALE FDS | $791,841 | 0.1% | -2% | — |
| 97 |  $CAT | CATERPILLAR INC | $753,529 | 0.1% | +0% | 67.8 |
| 98 |  $CRWD | CrowdStrike Holdings, Inc. | $745,293 | 0.1% | -8% | 55 |
| 99 |  $TRV | TRAVELERS COMPANIES, INC. | $744,659 | 0.1% | -6% | 71.5 |
| 100 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $720,535 | 0.1% | -13% | 65.9 |
| 101 |  $GE | GENERAL ELECTRIC CO | $708,006 | 0.1% | -10% | 74.8 |
| 102 |  $UBER | Uber Technologies, Inc | $702,468 | 0.1% | -4% | 79.3 |
| 103 | — | ISHARES TR | $700,738 | 0.1% | +0% | — |
| 104 | — | ISHARES TR | $692,432 | 0.1% | +0% | — |
| 105 | — | ISHARES TR | $690,423 | 0.1% | +0% | — |
| 106 |  $TD | TORONTO DOMINION BANK | $690,307 | 0.1% | -12% | — |
| 107 |  $PFH | PRUDENTIAL FINANCIAL INC | $686,810 | 0.1% | -0% | 58.6 |
| 108 | — | ISHARES TR | $678,528 | 0.1% | +0% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS | $660,525 | 0.1% | +19% | — |
| 110 | — | ISHARES TR | $656,197 | 0.1% | +0% | — |
| 111 |  $LMT | LOCKHEED MARTIN CORP | $644,894 | 0.1% | -48% | 65 |
| 112 | — | ISHARES TR | $644,555 | 0.1% | -0% | — |
| 113 |  $AFL | AFLAC INC | $621,068 | 0.1% | +0% | 60.3 |
| 114 |  $TXN | TEXAS INSTRUMENTS INC | $598,922 | 0.1% | +0% | 70.4 |
| 115 | — | ISHARES TR | $591,019 | 0.1% | +0% | — |
| 116 | — | VANGUARD MALVERN FDS | $589,160 | 0.1% | +0% | — |
| 117 |  $VEEV | VEEVA SYSTEMS INC | $583,191 | 0.1% | -13% | 77.8 |
| 118 | — | STATE STR SPDR DOW JONES IND | $579,323 | 0.1% | +0% | — |
| 119 |  $SUI | SUN COMMUNITIES INC | $578,030 | 0.1% | +0% | 44.4 |
| 120 | — | SCHWAB STRATEGIC TR | $571,692 | 0.1% | +0% | — |
| 121 |  $AMD | ADVANCED MICRO DEVICES INC | $552,312 | 0.1% | +19% | 78.8 |
| 122 | — | ISHARES TR | $551,309 | 0.1% | -1% | — |
| 123 |  $AVAV | AeroVironment Inc | $549,150 | 0.1% | +88% | 42.1 |
| 124 |  $ORCL | ORACLE CORP | $544,307 | 0.1% | +37% | 67.2 |
| 125 | — | SCHWAB STRATEGIC TR | $543,683 | 0.1% | +48% | — |
| 126 |  $ULTA | Ulta Beauty, Inc. | $523,755 | 0.1% | +0% | 66.6 |
| 127 | — | ISHARES TR | $519,007 | 0.1% | +0% | — |
| 128 | — | VANGUARD TAX-MANAGED FDS | $518,429 | 0.1% | +0% | — |
| 129 | — | FIRST TR EXCHANGE-TRADED FD | $509,632 | 0.1% | +0% | — |
| 130 |  $ED | CONSOLIDATED EDISON INC | $503,950 | 0.1% | +0% | 71.6 |
| 131 | — | ISHARES TR | $489,909 | 0.1% | +0% | — |
| 132 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $485,690 | 0.1% | +48% | — |
| 133 |  $UNP | UNION PACIFIC CORP | $484,755 | 0.1% | +0% | 74 |
| 134 | — | SPDR SERIES TRUST | $482,770 | 0.1% | +5% | — |
| 135 |  $F | FORD MOTOR CO | $478,053 | 0.1% | -0% | 58.5 |
| 136 | — | SELECT SECTOR SPDR TR | $455,468 | 0.1% | +0% | — |
| 137 |  $GRMN | GARMIN LTD | $454,740 | 0.1% | -4% | — |
| 138 | — | SPDR INDEX SHS FDS | $447,482 | 0.1% | -0% | — |
| 139 |  $UPS | UNITED PARCEL SERVICE INC | $446,268 | 0.1% | +1% | 58.2 |
| 140 |  $ASTS | AST SpaceMobile, Inc. | $441,200 | 0.1% | NEW | 29.6 |
| 141 |  $CSX | CSX CORP | $437,183 | 0.1% | +0% | 66.4 |
| 142 |  $ESLT | ELBIT SYSTEMS LTD | $424,545 | 0.1% | NEW | — |
| 143 |  $WM | WASTE MANAGEMENT INC | $421,894 | 0.1% | +0% | 70.7 |
| 144 |  $ASML | ASML HOLDING NV | $418,703 | 0.1% | NEW | — |
| 145 |  $GM | General Motors Co | $416,455 | 0.1% | -15% | 58.7 |
| 146 |  $OKTA | Okta, Inc. | $405,357 | 0.1% | +34% | 67.3 |
| 147 | — | ISHARES TR | $393,585 | 0.1% | +0% | — |
| 148 | — | ISHARES TR | $391,146 | 0.1% | +0% | — |
| 149 |  $RKLB | Rocket Lab Corp | $385,320 | 0.1% | NEW | 37.2 |
| 150 |  $IVZ | Invesco Ltd. | $378,385 | 0.1% | +0% | — |
| 151 | — | ISHARES TR | $377,789 | 0.1% | +0% | — |
| 152 | — | SCHWAB STRATEGIC TR | $374,088 | 0.1% | -98% | — |
| 153 |  $NFLX | NETFLIX INC | $371,235 | 0.1% | -34% | 86.7 |
| 154 | — | SELECT SECTOR SPDR TR | $370,314 | 0.1% | +0% | — |
| 155 | — | VANGUARD INDEX FDS | $370,175 | 0.1% | +22% | — |
| 156 |  $DTB | DTE ENERGY CO | $369,509 | 0.1% | +0% | — |
| 157 | — | ISHARES TR | $359,597 | 0.1% | +0% | — |
| 158 | — | VANGUARD INDEX FDS | $359,517 | 0.1% | +0% | — |
| 159 | — | SELECT SECTOR SPDR TR | $357,338 | 0.1% | +0% | — |
| 160 | — | VANGUARD INDEX FDS | $355,598 | 0.1% | +0% | — |
| 161 |  $STRL | STERLING INFRASTRUCTURE, INC. | $352,289 | 0.1% | -15% | 73.3 |
| 162 |  $ANET | Arista Networks, Inc. | $344,275 | 0.1% | +56% | 86 |
| 163 | — | SELECT SECTOR SPDR TR | $339,715 | 0.1% | +0% | — |
| 164 |  $CASY | CASEYS GENERAL STORES INC | $333,360 | 0.1% | -13% | 59.9 |
| 165 |  $PSX | Phillips 66 | $333,025 | 0.1% | -16% | 47.6 |
| 166 | — | VANGUARD INDEX FDS | $329,124 | 0.1% | +0% | — |
| 167 | — | ISHARES TR | $325,879 | 0.1% | +0% | — |
| 168 | — | J P MORGAN EXCHANGE TRADED F | $324,792 | 0.1% | +56% | — |
| 169 |  $GS | GOLDMAN SACHS GROUP INC | $323,168 | 0.1% | +1% | — |
| 170 |  $USLM | UNITED STATES LIME & MINERALS INC | $320,778 | 0.1% | -8% | 73.3 |
| 171 |  $XPO | XPO, Inc. | $316,144 | 0.1% | +0% | 55.3 |
| 172 |  $SO | SOUTHERN CO | $315,138 | 0.1% | +0% | 65.1 |
| 173 |  $KMB | KIMBERLY CLARK CORP | $310,874 | 0.1% | +45% | 61.7 |
| 174 |  $WMT | Walmart Inc. | $308,587 | 0.1% | +1% | 63.2 |
| 175 |  $SFM | Sprouts Farmers Market, Inc. | $308,520 | 0.1% | +0% | 73.4 |
| 176 | $IVZ | Invesco Ltd. | $305,419 | 0.1% | +0% | — |
| 177 |  $MMM | 3M CO | $305,091 | 0.1% | +0% | 60.7 |
| 178 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $302,864 | 0.1% | NEW | 78.7 |
| 179 |  $MLI | MUELLER INDUSTRIES INC | $301,487 | 0.1% | -20% | 77.5 |
| 180 |  $ET | Energy Transfer LP | $300,887 | 0.1% | -16% | 64.5 |
| 181 | — | ISHARES TR | $296,159 | 0.1% | +0% | — |
| 182 |  $TWLO | TWILIO INC | $293,916 | 0.1% | +0% | 59.5 |
| 183 |  $NMRA | Neumora Therapeutics, Inc. | $292,500 | 0.1% | +50% | — |
| 184 |  $MEDP | Medpace Holdings, Inc. | $288,114 | 0.1% | NEW | 77.4 |
| 185 | — | ISHARES TR | $287,820 | 0.1% | +6% | — |
| 186 | — | ISHARES TR | $286,962 | 0.1% | +0% | — |
| 187 | — | SPDR SERIES TRUST | $285,725 | 0.1% | +0% | — |
| 188 |  $MPC | Marathon Petroleum Corp | $285,446 | 0.1% | -19% | 50.7 |
| 189 |  $STX | Seagate Technology Holdings plc | $283,389 | 0.1% | NEW | — |
| 190 |  $FFIV | F5, INC. | $281,807 | 0.1% | -17% | 70 |
| 191 | — | FIRST TR EXCHANGE TRADED FD | $279,675 | 0.1% | +16% | — |
| 192 | — | SELECT SECTOR SPDR TR | $277,359 | 0.1% | +0% | — |
| 193 |  $NTB | Bank of N.T. Butterfield & Son Ltd | $273,578 | 0.1% | NEW | — |
| 194 |  $ABT | ABBOTT LABORATORIES | $272,486 | 0.1% | +0% | 67 |
| 195 | — | VANGUARD SCOTTSDALE FDS | $272,413 | 0.1% | +3% | — |
| 196 |  $IVT | InvenTrust Properties Corp. | $270,637 | 0.1% | +0% | 54.5 |
| 197 | — | ISHARES TR | $270,030 | 0.1% | +7% | — |
| 198 |  $AMGN | AMGEN INC | $268,813 | 0.1% | -18% | 79.5 |
| 199 | — | ISHARES TR | $260,070 | 0.1% | +0% | — |
| 200 | — | KRANESHARES TRUST | $256,950 | 0.1% | +0% | — |
| 201 |  $CR | Crane Co | $256,500 | 0.1% | +0% | 64.8 |
| 202 |  $CBT | CABOT CORP | $256,355 | 0.1% | NEW | 56.5 |
| 203 |  $FBP | FIRST BANCORP /PR/ | $253,800 | 0.1% | -9% | 66.3 |
| 204 |  $BMY | BRISTOL MYERS SQUIBB CO | $252,971 | 0.1% | +0% | 70.1 |
| 205 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $251,461 | 0.1% | +0% | 60.9 |
| 206 | — | WORLD FDS TR | $248,739 | 0.1% | +0% | — |
| 207 | — | ISHARES TR | $248,725 | 0.1% | -72% | — |
| 208 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $246,704 | 0.1% | +0% | — |
| 209 |  $BKE | BUCKLE INC | $246,260 | 0.1% | NEW | 64.6 |
| 210 |  $EXLS | ExlService Holdings, Inc. | $245,153 | 0.0% | NEW | 68.2 |
| 211 |  $GRBK | Green Brick Partners, Inc. | $245,103 | 0.0% | -12% | 63.1 |
| 212 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $242,721 | 0.0% | -31% | 62 |
| 213 |  $DIS | Walt Disney Co | $241,881 | 0.0% | +3% | 68.9 |
| 214 |  $BA | BOEING CO | $241,273 | 0.0% | NEW | 51.8 |
| 215 |  $ACGL | ARCH CAPITAL GROUP LTD. | $239,303 | 0.0% | NEW | — |
| 216 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $238,951 | 0.0% | NEW | 69.5 |
| 217 |  $TTE | TotalEnergies SE | $238,823 | 0.0% | NEW | — |
| 218 |  $PLMR | Palomar Holdings, Inc. | $237,925 | 0.0% | NEW | 77.5 |
| 219 | — | ISHARES TR | $237,884 | 0.0% | +0% | — |
| 220 |  $DRD | DRDGOLD LTD | $236,252 | 0.0% | -9% | — |
| 221 |  $CMS | CMS ENERGY CORP | $232,740 | 0.0% | +0% | 61.5 |
| 222 |  $CRM | Salesforce, Inc. | $232,404 | 0.0% | NEW | 75.2 |
| 223 |  $NTES | NetEase, Inc. | $231,716 | 0.0% | NEW | — |
| 224 |  $DECK | DECKERS OUTDOOR CORP | $231,708 | 0.0% | -12% | 83.2 |
| 225 |  $BMO | BANK OF MONTREAL /CAN/ | $230,078 | 0.0% | +0% | — |
| 226 |  $AXP | AMERICAN EXPRESS CO | $228,372 | 0.0% | +0% | 73.2 |
| 227 |  $WSM | WILLIAMS SONOMA INC | $228,277 | 0.0% | NEW | 65 |
| 228 |  $COKE | Coca-Cola Consolidated, Inc. | $228,171 | 0.0% | NEW | 65.1 |
| 229 | — | AB ACTIVE ETFS INC | $227,328 | 0.0% | +0% | — |
| 230 |  $LOPE | Grand Canyon Education, Inc. | $226,820 | 0.0% | NEW | 67.9 |
| 231 |  $DUK | Duke Energy CORP | $216,313 | 0.0% | NEW | 64 |
| 232 | — | VANGUARD WHITEHALL FDS | $215,486 | 0.0% | +0% | — |
| 233 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $214,906 | 0.0% | NEW | 60.5 |
| 234 | — | VANGUARD SCOTTSDALE FDS | $213,726 | 0.0% | +4% | — |
| 235 | — | VANGUARD INDEX FDS | $210,255 | 0.0% | +0% | — |
| 236 |  $CVCO | CAVCO INDUSTRIES, INC. | $209,213 | 0.0% | NEW | 65.1 |
| 237 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $208,378 | 0.0% | +1% | 63.2 |
| 238 |  $RMD | RESMED INC | $206,746 | 0.0% | -8% | 79.8 |
| 239 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $206,382 | 0.0% | -0% | — |
| 240 |  $GD | GENERAL DYNAMICS CORP | $205,932 | 0.0% | -60% | 73 |
| 241 |  $INTC | INTEL CORP | $204,454 | 0.0% | NEW | 41.5 |
| 242 |  $KNSL | Kinsale Capital Group, Inc. | $203,971 | 0.0% | -5% | 79.6 |
| 243 |  $HON | HONEYWELL INTERNATIONAL INC | $202,588 | 0.0% | -18% | 65.7 |
| 244 |  $C | CITIGROUP INC | $202,437 | 0.0% | +0% | 54.8 |
| 245 |  $ABM | ABM INDUSTRIES INC /DE/ | $202,230 | 0.0% | +0% | 53.7 |
| 246 |  $KBH | KB HOME | $200,945 | 0.0% | +0% | 45.9 |
| 247 |  $IDCC | InterDigital, Inc. | $200,528 | 0.0% | NEW | 76.2 |
| 248 |  $DBL | DoubleLine Opportunistic Credit Fund | $166,973 | 0.0% | +2% | — |
| 249 |  $DCTH | DELCATH SYSTEMS, INC. | $139,200 | 0.0% | +0% | 54.9 |
| 250 |  $ACHR | Archer Aviation Inc. | $129,250 | 0.0% | +0% | 25 |
| 251 |  $EVLV | Evolv Technologies Holdings, Inc. | $98,827 | 0.0% | +0% | 34.7 |
| 252 |  $UWMC | UWM Holdings Corp | $55,846 | 0.0% | +1% | 49.4 |
| 253 |  $CHMI | Cherry Hill Mortgage Investment Corp | $27,500 | 0.0% | +0% | — |
| 254 |  $LCTX | Lineage Cell Therapeutics, Inc. | $23,700 | 0.0% | +0% | 6.9 |
| 255 |  $PRHI | Presurance Holdings, Inc. | $8,393 | 0.0% | +0% | 23 |
New Positions (27)
$FITB FIFTH THIRD BANCORP$2.6M$ASTS AST SpaceMobile, Inc.$441,200$ESLT ELBIT SYSTEMS LTD$424,545$ASML ASML HOLDING NV$418,703$RKLB Rocket Lab Corp$385,320$CPRX CATALYST PHARMACEUTICALS, INC.$302,864$MEDP Medpace Holdings, Inc.$288,114$STX Seagate Technology Holdings plc$283,389$NTB Bank of N.T. Butterfield & Son Ltd$273,578$CBT CABOT CORP$256,355$BKE BUCKLE INC$246,260$EXLS ExlService Holdings, Inc.$245,153$BA BOEING CO$241,273$ACGL ARCH CAPITAL GROUP LTD.$239,303$HIG HARTFORD INSURANCE GROUP, INC.$238,951Exited Positions (23)
COMERICA INC
$ZS Zscaler, Inc.
$PHM PULTEGROUP INC/MI/
$FIX COMFORT SYSTEMS USA INC
$NVMI NOVA LTD.
$WEC WEC ENERGY GROUP, INC.
$APP AppLovin Corp
$MHO M/I HOMES, INC.
$XPEL XPEL, Inc.
$CRWV CoreWeave, Inc.
$EME EMCOR Group, Inc.
$POWL POWELL INDUSTRIES INC
$LULU lululemon athletica inc.
$RLI RLI CORP
$INFY Infosys LtdBrowse Top Institutional Investors
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