Symphony Financial, Ltd. Co.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800687
Institutional-grade research for retail investors
13F Reported Value
ⓘ$755.0M
Holdings
315
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Symphony Financial, Ltd. Co. disclosed 315 positions worth $755.0M in its Form 13F-HR for Q1 2026, followed by $NVDA. During the quarter the fund opened 47 new positions and exited 22 — including a new stake in $CCZ and a full exit from $SCCO. The portfolio is most concentrated in Other (47.8% of disclosed assets). All figures are sourced directly from Symphony Financial, Ltd. Co.’s Form 13F-HR filing with the SEC under CIK 1800687.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST
5.0% weight
Held 9 quarters
$NVDA4.1% weight
Held 9 quarters
SPDR SERIES TRUST
3.5% weight
Held 9 quarters
AMERICAN CENTY ETF TR
3.4% weight
Held 9 quarters
PGIM ETF TR
2.7% weight
Held 9 quarters
BNY MELLON ETF TRUST
4 quarters accumulating
SCHWAB STRATEGIC TR
3 quarters accumulating
AMERICAN CENTY ETF TR
2 quarters accumulating
PGIM ETF TR
2 quarters accumulating
SPDR SERIES TRUST
2 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
SPDR SERIES TRUST
—Quality
$37.5M481,279 sh- 90.2#1
Quality
$31.2M183,023 sh SPDR SERIES TRUST
—Quality
$26.5M274,823 shAMERICAN CENTY ETF TR
—Quality
$25.5M305,877 shPGIM ETF TR
—Quality
$20.4M411,953 sh- 76.1
Quality
$19.3M77,587 sh - 74.6
Quality
$17.2M83,383 sh - —
Quality
$17.0M40,140 sh - 83.7
Quality
$16.8M45,978 sh SPDR SERIES TRUST
—Quality
$15.9M475,943 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $37.5M | 481,279 |
| NVIDIA CORP$NVDA | 90.2#1 | $31.2M | 183,023 |
| SPDR SERIES TRUST | — | $26.5M | 274,823 |
| AMERICAN CENTY ETF TR | — | $25.5M | 305,877 |
| PGIM ETF TR | — | $20.4M | 411,953 |
 Apple Inc.$AAPL | 76.1 | $19.3M | 77,587 |
 AMAZON COM INC$AMZN | 74.6 | $17.2M | 83,383 |
 SPDR GOLD TRUST$GLD | — | $17.0M | 40,140 |
 MICROSOFT CORP$MSFT | 83.7 | $16.8M | 45,978 |
| SPDR SERIES TRUST | — | $15.9M | 475,943 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Symphony Financial, Ltd. Co.'s 315 positions.
Showing top 10 of 315 holdings.
Sector Allocation
Other
$360.9M
Technology
$135.4M
Financials
$81.9M
Consumer Discretionary
$39.0M
Healthcare
$37.8M
Industrials
$25.9M
Energy
$25.3M
Consumer Staples
$16.1M
Full Holdings — Symphony Financial, Ltd. Co. (Q1 2026)
All 315 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 | $37.5M | 5.0% | -19% | — |
| 2 | $NVDA | NVIDIA CORP | $31.2M | 4.1% | +2% | 90.2 |
| 3 | — | SPDR SERIES TRUST | $26.5M | 3.5% | -2% | — |
| 4 | — | AMERICAN CENTY ETF TR | $25.5M | 3.4% | +35% | — |
| 5 | — | PGIM ETF TR | $20.4M | 2.7% | +25% | — |
| 6 | $AAPL | Apple Inc. | $19.3M | 2.6% | +4% | 76.1 |
| 7 | $AMZN | AMAZON COM INC | $17.2M | 2.3% | +7% | 74.6 |
| 8 | $GLD | SPDR GOLD TRUST | $17.0M | 2.3% | -2% | — |
| 9 | $MSFT | MICROSOFT CORP | $16.8M | 2.2% | +6% | 83.7 |
| 10 | — | SPDR SERIES TRUST | $15.9M | 2.1% | +5% | — |
| 11 | — | SPDR SERIES TRUST | $15.6M | 2.1% | +4% | — |
| 12 | — | AMERICAN CENTY ETF TR | $14.6M | 1.9% | +1% | — |
| 13 |  $XOM | EXXON MOBIL CORP | $12.7M | 1.7% | +3% | 61.8 |
| 14 |  $GOOG | Alphabet Inc. | $12.5M | 1.6% | +11% | 80.2 |
| 15 | — | AMERICAN CENTY ETF TR | $12.2M | 1.6% | +371% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $12.1M | 1.6% | -21% | — |
| 17 | — | VANGUARD INDEX FDS | $11.5M | 1.5% | -13% | — |
| 18 | — | ISHARES TR | $11.3M | 1.5% | -20% | — |
| 19 | — | ISHARES TR | $11.2M | 1.5% | +3% | — |
| 20 |  $IVZ | Invesco Ltd. | $10.7M | 1.4% | +5% | — |
| 21 |  $AVGO | Broadcom Inc. | $10.3M | 1.4% | +4% | 86.4 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $10.1M | 1.3% | +5% | 72.8 |
| 23 | — | ISHARES TR | $9.9M | 1.3% | +22% | — |
| 24 | — | ISHARES TR | $9.7M | 1.3% | +5% | — |
| 25 | — | J P MORGAN EXCHANGE TRADED F | $9.1M | 1.2% | +17% | — |
| 26 | — | VANECK ETF TRUST | $8.7M | 1.2% | +3% | — |
| 27 |  $GOOGL | Alphabet Inc. | $8.7M | 1.1% | +2% | 80.2 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $7.6M | 1.0% | +9% | 35.6 |
| 29 | — | ISHARES TR | $7.6M | 1.0% | -6% | — |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 0.9% | +21% | 64.5 |
| 31 | — | SPDR SERIES TRUST | $6.6M | 0.9% | +4% | — |
| 32 |  $WMT | Walmart Inc. | $6.6M | 0.9% | +33% | 63.2 |
| 33 | — | VANGUARD SCOTTSDALE FDS | $6.6M | 0.9% | +3% | — |
| 34 |  $TSLA | Tesla, Inc. | $6.6M | 0.9% | +2% | 50.1 |
| 35 | — | ISHARES TR | $6.4M | 0.8% | -6% | — |
| 36 |  $V | VISA INC. | $6.3M | 0.8% | +29% | 83.5 |
| 37 |  $LLY | ELI LILLY & Co | $5.8M | 0.8% | +6% | 89.3 |
| 38 | — | SPDR INDEX SHS FDS | $5.8M | 0.8% | +1% | — |
| 39 | $IVZ | Invesco Ltd. | $5.8M | 0.8% | +4% | — |
| 40 |  $VZ | VERIZON COMMUNICATIONS INC | $5.7M | 0.8% | +3% | 71.6 |
| 41 |  $MO | ALTRIA GROUP, INC. | $5.7M | 0.8% | -0% | 72.1 |
| 42 |  $ABBV | AbbVie Inc. | $5.3M | 0.7% | +67% | 59.3 |
| 43 |  $META | Meta Platforms, Inc. | $5.3M | 0.7% | +10% | 80.9 |
| 44 | — | BNY MELLON ETF TRUST | $4.9M | 0.6% | +20% | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.3M | 0.6% | +0% | — |
| 46 |  $MRK | Merck & Co., Inc. | $4.2M | 0.6% | +11% | 70.9 |
| 47 |  $CVX | CHEVRON CORP | $4.1M | 0.5% | +18% | 54.7 |
| 48 | — | BNY MELLON ETF TRUST | $4.0M | 0.5% | +16% | — |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.7M | 0.5% | -15% | 67 |
| 50 |  $MA | Mastercard Inc | $3.7M | 0.5% | +6% | 81.7 |
| 51 |  $SLF | SUN LIFE FINANCIAL INC | $3.6M | 0.5% | +1% | — |
| 52 | — | ISHARES INC | $3.6M | 0.5% | +56% | — |
| 53 | — | ISHARES TR | $3.6M | 0.5% | +6% | — |
| 54 |  $HD | HOME DEPOT, INC. | $3.5M | 0.5% | -22% | 69.2 |
| 55 |  $NEE | NEXTERA ENERGY INC | $3.5M | 0.5% | +3% | 71.7 |
| 56 |  $ORCL | ORACLE CORP | $3.4M | 0.5% | +15% | 67.2 |
| 57 |  $GE | GENERAL ELECTRIC CO | $3.3M | 0.4% | +12% | 74.8 |
| 58 |  $O | REALTY INCOME CORP | $2.9M | 0.4% | +14% | 74.6 |
| 59 |  $AMGN | AMGEN INC | $2.9M | 0.4% | +10% | 79.5 |
| 60 |  $GS | GOLDMAN SACHS GROUP INC | $2.9M | 0.4% | +231% | — |
| 61 | — | GLOBAL X FDS | $2.8M | 0.4% | +0% | — |
| 62 |  $RTX | RTX Corp | $2.8M | 0.4% | +1% | 70 |
| 63 |  $PEP | PEPSICO INC | $2.7M | 0.4% | +9% | 62.7 |
| 64 | — | ISHARES TR | $2.6M | 0.3% | +1565% | — |
| 65 |  $MCD | MCDONALDS CORP | $2.5M | 0.3% | +1% | 73.9 |
| 66 |  $CMI | CUMMINS INC | $2.5M | 0.3% | -2% | 58.9 |
| 67 |  $SLV | iShares Silver Trust | $2.5M | 0.3% | -37% | — |
| 68 |  $KO | COCA COLA CO | $2.4M | 0.3% | +12% | 74 |
| 69 | — | FIRST TR EXCHANGE-TRADED FD | $2.4M | 0.3% | +15% | — |
| 70 |  $NFLX | NETFLIX INC | $2.3M | 0.3% | +11% | 86.7 |
| 71 |  $PM | Philip Morris International Inc. | $2.3M | 0.3% | +5% | 80.5 |
| 72 | — | VANECK ETF TRUST | $2.2M | 0.3% | -1% | — |
| 73 |  $LOW | LOWES COMPANIES INC | $2.2M | 0.3% | +16% | 63.5 |
| 74 |  $GD | GENERAL DYNAMICS CORP | $2.2M | 0.3% | +0% | 73 |
| 75 | — | FIRST TR EXCHANGE TRADED FD | $2.1M | 0.3% | -1% | — |
| 76 |  $DUK | Duke Energy CORP | $2.1M | 0.3% | +4% | 64 |
| 77 |  $LMT | LOCKHEED MARTIN CORP | $2.1M | 0.3% | -3% | 65 |
| 78 |  $WM | WASTE MANAGEMENT INC | $2.0M | 0.3% | +13% | 70.7 |
| 79 | — | ISHARES TR | $2.0M | 0.3% | -27% | — |
| 80 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.3% | -4% | 73.2 |
| 81 | — | FIRST TR EXCHANGE TRADED FD | $1.8M | 0.2% | +2% | — |
| 82 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.2% | +2% | 88.4 |
| 83 | — | GOLDMAN SACHS ETF TR | $1.8M | 0.2% | +310% | — |
| 84 | — | SPDR SERIES TRUST | $1.8M | 0.2% | -70% | — |
| 85 |  $ED | CONSOLIDATED EDISON INC | $1.7M | 0.2% | -2% | 71.6 |
| 86 |  $MS | MORGAN STANLEY | $1.7M | 0.2% | +80% | — |
| 87 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.2% | +4% | 70.4 |
| 88 | — | PGIM ETF TR | $1.7M | 0.2% | +309% | — |
| 89 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.2% | -10% | 85.8 |
| 90 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.2% | +15% | 67 |
| 91 |  $FTNT | Fortinet, Inc. | $1.5M | 0.2% | -9% | 78.1 |
| 92 |  $T | AT&T INC. | $1.5M | 0.2% | -11% | 71.9 |
| 93 | — | ISHARES TR | $1.5M | 0.2% | +33% | — |
| 94 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.2% | -3% | 72.9 |
| 95 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.2% | +63% | 78.8 |
| 96 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.2% | -3% | 66.5 |
| 97 | — | ISHARES TR | $1.2M | 0.2% | -12% | — |
| 98 | — | ISHARES TR | $1.2M | 0.2% | +17% | — |
| 99 |  $GEV | GE Vernova Inc. | $1.2M | 0.2% | +5% | 70.1 |
| 100 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.2% | +8% | 81.4 |
| 101 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.2% | -7% | 74.8 |
| 102 |  $VLO | VALERO ENERGY CORP/TX | $1.2M | 0.2% | -3% | 51.4 |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.2% | -64% | 66.8 |
| 104 |  $SO | SOUTHERN CO | $1.2M | 0.2% | +10% | 65.1 |
| 105 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.1% | +0% | — |
| 106 | — | VANGUARD INDEX FDS | $1.2M | 0.1% | +65% | — |
| 107 |  $PSX | Phillips 66 | $1.1M | 0.1% | +4% | 47.6 |
| 108 |  $WT | WisdomTree, Inc. | $1.1M | 0.1% | -6% | 62.9 |
| 109 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.1% | -28% | — |
| 110 |  $LYB | LyondellBasell Industries N.V. | $1.1M | 0.1% | -23% | — |
| 111 | — | SSGA ACTIVE ETF TR | $1.1M | 0.1% | +31% | — |
| 112 | — | ISHARES TR | $1.1M | 0.1% | +2% | — |
| 113 |  $PFE | PFIZER INC | $1.0M | 0.1% | +13% | 69 |
| 114 |  $INTU | INTUIT INC. | $1.0M | 0.1% | +36% | 82 |
| 115 | $IVZ | Invesco Ltd. | $956,720 | 0.1% | +5% | — |
| 116 | — | SELECT SECTOR SPDR TR | $944,223 | 0.1% | +9% | — |
| 117 | — | BNY MELLON ETF TRUST | $936,167 | 0.1% | +16% | — |
| 118 |  $CAT | CATERPILLAR INC | $926,245 | 0.1% | -18% | 67.8 |
| 119 | — | BNY MELLON ETF TRUST | $911,136 | 0.1% | +25% | — |
| 120 |  $HON | HONEYWELL INTERNATIONAL INC | $898,727 | 0.1% | +16% | 65.7 |
| 121 |  $CSWC | CAPITAL SOUTHWEST CORP | $891,901 | 0.1% | +4% | — |
| 122 |  $CRM | Salesforce, Inc. | $881,042 | 0.1% | -61% | 75.2 |
| 123 |  $FIX | COMFORT SYSTEMS USA INC | $879,496 | 0.1% | +20% | 79.5 |
| 124 |  $MMM | 3M CO | $867,367 | 0.1% | -6% | 60.7 |
| 125 | — | SCHWAB STRATEGIC TR | $853,443 | 0.1% | +12% | — |
| 126 |  $BMY | BRISTOL MYERS SQUIBB CO | $831,698 | 0.1% | +9% | 70.1 |
| 127 |  $BAC | BANK OF AMERICA CORP /DE/ | $803,701 | 0.1% | +104% | 68.4 |
| 128 |  $FANG | Diamondback Energy, Inc. | $795,999 | 0.1% | +101% | 81.4 |
| 129 |  $COP | CONOCOPHILLIPS | $793,408 | 0.1% | +53% | 74.8 |
| 130 |  $PH | Parker-Hannifin Corp | $787,753 | 0.1% | +77% | 73.8 |
| 131 |  $NOW | ServiceNow, Inc. | $781,985 | 0.1% | +28% | 76 |
| 132 |  $LRCX | LAM RESEARCH CORP | $780,448 | 0.1% | -42% | 82.4 |
| 133 | — | BNY MELLON ETF TRUST | $748,234 | 0.1% | +16% | — |
| 134 | — | SELECT SECTOR SPDR TR | $739,747 | 0.1% | +10% | — |
| 135 |  $ADI | ANALOG DEVICES INC | $719,199 | 0.1% | +22% | 76.2 |
| 136 |  $CAH | CARDINAL HEALTH INC | $711,600 | 0.1% | +2% | 58.6 |
| 137 | — | BNY MELLON ETF TRUST | $708,684 | 0.1% | +13% | — |
| 138 | — | ISHARES TR | $700,959 | 0.1% | -4% | — |
| 139 | — | BNY MELLON ETF TRUST | $691,182 | 0.1% | +15% | — |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $656,015 | 0.1% | +11% | 70.7 |
| 141 | — | ISHARES TR | $652,630 | 0.1% | +9% | — |
| 142 |  $DOV | DOVER Corp | $646,784 | 0.1% | +0% | 63.1 |
| 143 | — | ISHARES TR | $644,045 | 0.1% | +3% | — |
| 144 | — | FIRST TR EXCHANGE-TRADED FD | $632,572 | 0.1% | +3% | — |
| 145 | — | SPDR INDEX SHS FDS | $610,403 | 0.1% | +1% | — |
| 146 |  $BTI | British American Tobacco p.l.c. | $603,279 | 0.1% | +20% | — |
| 147 |  $WDC | WESTERN DIGITAL CORP | $601,622 | 0.1% | +17% | 76.8 |
| 148 |  $FAST | FASTENAL CO | $593,890 | 0.1% | -18% | 73.5 |
| 149 | — | ISHARES TR | $591,112 | 0.1% | +19% | — |
| 150 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $585,408 | 0.1% | -3% | 66.7 |
| 151 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $581,508 | 0.1% | +11% | 62 |
| 152 | — | ISHARES TR | $577,155 | 0.1% | -3% | — |
| 153 | — | VANGUARD STAR FDS | $563,261 | 0.1% | +10% | — |
| 154 |  $CCZ | COMCAST CORP | $561,440 | 0.1% | NEW | 70.4 |
| 155 |  $PCG | PG&E Corp | $553,859 | 0.1% | +6% | 59.3 |
| 156 |  $SPGI | S&P Global Inc. | $551,699 | 0.1% | +138% | 79.4 |
| 157 |  $DLR | DIGITAL REALTY TRUST, INC. | $543,886 | 0.1% | -9% | 70.2 |
| 158 |  $OKE | ONEOK INC /NEW/ | $531,798 | 0.1% | +19% | 72 |
| 159 | — | ISHARES TR | $527,489 | 0.1% | +0% | — |
| 160 |  $TT | Trane Technologies plc | $521,295 | 0.1% | -4% | — |
| 161 |  $EIX | EDISON INTERNATIONAL | $520,601 | 0.1% | +5% | 70.7 |
| 162 |  $CB | Chubb Ltd | $510,938 | 0.1% | +3% | — |
| 163 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $507,116 | 0.1% | +38% | 70.9 |
| 164 | — | VANECK ETF TRUST | $505,298 | 0.1% | -23% | — |
| 165 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $499,680 | 0.1% | -7% | — |
| 166 |  $R | RYDER SYSTEM INC | $499,496 | 0.1% | +3% | 54.7 |
| 167 |  $ENB | ENBRIDGE INC | $498,416 | 0.1% | +27% | — |
| 168 | $GS | GOLDMAN SACHS GROUP INC | $496,739 | 0.1% | -18% | — |
| 169 | — | ETF SER SOLUTIONS | $496,614 | 0.1% | -8% | — |
| 170 | — | PIMCO ETF TR | $495,944 | 0.1% | +6% | — |
| 171 |  $BKNG | Booking Holdings Inc. | $494,248 | 0.1% | +9% | 55.3 |
| 172 |  $CEG | Constellation Energy Corp | $493,930 | 0.1% | -5% | 62.5 |
| 173 |  $OWL | BLUE OWL CAPITAL INC. | $493,102 | 0.1% | +16% | 59.4 |
| 174 | — | VANECK ETF TRUST | $492,579 | 0.1% | -88% | — |
| 175 | — | ISHARES TR | $485,695 | 0.1% | +129% | — |
| 176 |  $TTE | TotalEnergies SE | $473,464 | 0.1% | NEW | — |
| 177 |  $TFC | TRUIST FINANCIAL CORP | $469,929 | 0.1% | -4% | — |
| 178 |  $CFR | CULLEN/FROST BANKERS, INC. | $468,086 | 0.1% | +4% | 66.5 |
| 179 | — | SPDR SERIES TRUST | $466,465 | 0.1% | +2% | — |
| 180 |  $ROK | ROCKWELL AUTOMATION, INC | $455,296 | 0.1% | -19% | 68.2 |
| 181 |  $MRVL | Marvell Technology, Inc. | $449,020 | 0.1% | -21% | 77.3 |
| 182 | — | PGIM ETF TR | $437,545 | 0.1% | +6% | — |
| 183 |  $ETN | Eaton Corp plc | $423,664 | 0.1% | +3% | — |
| 184 |  $CRWD | CrowdStrike Holdings, Inc. | $421,118 | 0.1% | -4% | 55 |
| 185 | — | VANGUARD INDEX FDS | $418,186 | 0.1% | +70% | — |
| 186 |  $ABNB | Airbnb, Inc. | $412,285 | 0.1% | +38% | 70.1 |
| 187 |  $QCOM | QUALCOMM INC/DE | $410,717 | 0.1% | -21% | 81.9 |
| 188 |  $AGNC | AGNC Investment Corp. | $409,095 | 0.1% | NEW | — |
| 189 |  $FTI | TechnipFMC plc | $403,407 | 0.1% | +6% | — |
| 190 |  $ANET | Arista Networks, Inc. | $402,903 | 0.1% | -9% | 86 |
| 191 |  $LIN | LINDE PLC | $401,996 | 0.1% | +32% | — |
| 192 | — | ISHARES TR | $396,984 | 0.1% | -40% | — |
| 193 |  $UNP | UNION PACIFIC CORP | $393,586 | 0.1% | -3% | 74 |
| 194 |  $BX | Blackstone Inc. | $390,156 | 0.1% | +21% | 68 |
| 195 |  $ROP | ROPER TECHNOLOGIES INC | $388,991 | 0.1% | +34% | 72.2 |
| 196 |  $NEM | NEWMONT Corp /DE/ | $383,530 | 0.1% | +33% | 88.3 |
| 197 | — | ISHARES TR | $383,362 | 0.1% | +40% | — |
| 198 |  $ADBE | ADOBE INC. | $379,979 | 0.1% | -35% | 80.4 |
| 199 |  $CSCO | CISCO SYSTEMS, INC. | $378,676 | 0.1% | -17% | 72.3 |
| 200 | — | VANGUARD BD INDEX FDS | $375,825 | 0.1% | -13% | — |
| 201 |  $BLK | BlackRock, Inc. | $375,461 | 0.1% | -5% | 70.3 |
| 202 | — | ISHARES TR | $375,297 | 0.1% | +10% | — |
| 203 |  $DHR | DANAHER CORP /DE/ | $372,117 | 0.1% | +40% | 63.9 |
| 204 |  $ACN | Accenture plc | $368,198 | 0.1% | +30% | — |
| 205 |  $GM | General Motors Co | $361,223 | 0.1% | +28% | 58.7 |
| 206 |  $GILD | GILEAD SCIENCES, INC. | $347,726 | 0.1% | -30% | 77.8 |
| 207 |  $DAL | DELTA AIR LINES, INC. | $347,247 | 0.1% | +58% | 64.4 |
| 208 |  $TX | Ternium S.A. | $347,081 | 0.1% | +1% | — |
| 209 | — | VANECK ETF TRUST | $346,829 | 0.1% | +3% | — |
| 210 | $IVZ | Invesco Ltd. | $346,349 | 0.1% | +0% | — |
| 211 |  $VRT | Vertiv Holdings Co | $343,063 | 0.1% | NEW | 82.7 |
| 212 |  $FDX | FEDEX CORP | $337,100 | 0.0% | +18% | 60.3 |
| 213 |  $SHEL | Shell plc | $333,555 | 0.0% | +1% | — |
| 214 |  $UPS | UNITED PARCEL SERVICE INC | $333,390 | 0.0% | +1% | 58.2 |
| 215 |  $CLS | CELESTICA INC | $333,264 | 0.0% | +0% | 69 |
| 216 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $333,206 | 0.0% | -9% | 74.6 |
| 217 |  $APH | AMPHENOL CORP /DE/ | $329,493 | 0.0% | +23% | 80.5 |
| 218 | — | ISHARES TR | $326,510 | 0.0% | +0% | — |
| 219 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $321,346 | 0.0% | +18% | 75.4 |
| 220 |  $JCI | Johnson Controls International plc | $320,253 | 0.0% | +38% | — |
| 221 |  $FFIN | FIRST FINANCIAL BANKSHARES INC | $320,033 | 0.0% | NEW | — |
| 222 | — | ISHARES TR | $319,400 | 0.0% | +13% | — |
| 223 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $311,778 | 0.0% | +31% | 75.1 |
| 224 |  $STX | Seagate Technology Holdings plc | $311,083 | 0.0% | NEW | — |
| 225 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $310,208 | 0.0% | -9% | 63.7 |
| 226 |  $IRM | IRON MOUNTAIN INC | $308,833 | 0.0% | -6% | 50.7 |
| 227 | $IVZ | Invesco Ltd. | $308,636 | 0.0% | +7% | — |
| 228 |  $HAL | HALLIBURTON CO | $305,590 | 0.0% | NEW | 50.9 |
| 229 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $304,317 | 0.0% | NEW | 71.5 |
| 230 |  $PRGO | PERRIGO Co plc | $303,322 | 0.0% | NEW | — |
| 231 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $302,533 | 0.0% | -49% | 66.4 |
| 232 |  $B | BARRICK MINING CORP | $300,466 | 0.0% | -22% | — |
| 233 |  $EME | EMCOR Group, Inc. | $299,828 | 0.0% | NEW | 71.7 |
| 234 | — | SCHWAB STRATEGIC TR | $297,999 | 0.0% | +0% | — |
| 235 |  $KRP | Kimbell Royalty Partners, LP | $293,386 | 0.0% | -2% | 68.1 |
| 236 |  $COF | CAPITAL ONE FINANCIAL CORP | $291,728 | 0.0% | +4% | 71 |
| 237 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $291,574 | 0.0% | +3% | 56.5 |
| 238 |  $DG | DOLLAR GENERAL CORP | $287,171 | 0.0% | +6% | 60.4 |
| 239 |  $TWFG | TWFG, Inc. | $285,646 | 0.0% | NEW | 58.3 |
| 240 | — | ISHARES TR | $285,162 | 0.0% | -72% | — |
| 241 | — | SCHWAB STRATEGIC TR | $284,655 | 0.0% | -6% | — |
| 242 | — | SELECT SECTOR SPDR TR | $284,063 | 0.0% | -55% | — |
| 243 |  $NUE | NUCOR CORP | $283,346 | 0.0% | -25% | 58.9 |
| 244 |  $FCX | FREEPORT-MCMORAN INC | $281,004 | 0.0% | +5% | 73.1 |
| 245 | — | SCHWAB STRATEGIC TR | $277,131 | 0.0% | -19% | — |
| 246 |  $AMT | AMERICAN TOWER CORP /MA/ | $274,614 | 0.0% | -32% | 69.8 |
| 247 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $273,179 | 0.0% | +23% | 76.6 |
| 248 |  $CNC | CENTENE CORP | $272,659 | 0.0% | -19% | 52.7 |
| 249 |  $WFC | WELLS FARGO & COMPANY/MN | $272,579 | 0.0% | -21% | — |
| 250 |  $WMB | WILLIAMS COMPANIES, INC. | $271,335 | 0.0% | NEW | 72.8 |
| 251 | — | CAPITAL GROUP GROWTH ETF | $269,434 | 0.0% | NEW | — |
| 252 | — | FIRST TR EXCHNG TRADED FD VI | $269,005 | 0.0% | +0% | — |
| 253 |  $INTC | INTEL CORP | $267,597 | 0.0% | -24% | 41.5 |
| 254 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $262,710 | 0.0% | NEW | 53.3 |
| 255 | — | VANGUARD INDEX FDS | $262,262 | 0.0% | -49% | — |
| 256 |  $EQT | EQT Corp | $261,329 | 0.0% | +4% | 83.3 |
| 257 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $260,982 | 0.0% | +0% | — |
| 258 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $259,275 | 0.0% | -4% | 50.6 |
| 259 |  $PLD | Prologis, Inc. | $258,308 | 0.0% | NEW | 67.5 |
| 260 |  $GLW | CORNING INC /NY | $257,708 | 0.0% | NEW | 72.7 |
| 261 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $255,786 | 0.0% | -2% | 60.5 |
| 262 |  $UAL | United Airlines Holdings, Inc. | $255,129 | 0.0% | -19% | 61.3 |
| 263 |  $CME | CME GROUP INC. | $254,526 | 0.0% | NEW | 74.5 |
| 264 | — | SPDR SERIES TRUST | $253,848 | 0.0% | +6% | — |
| 265 | — | VANGUARD TAX-MANAGED FDS | $253,681 | 0.0% | NEW | — |
| 266 |  $MDT | Medtronic plc | $252,887 | 0.0% | -26% | — |
| 267 |  $IBIT | iShares Bitcoin Trust ETF | $252,008 | 0.0% | +39% | — |
| 268 |  $ATO | ATMOS ENERGY CORP | $251,973 | 0.0% | NEW | 72 |
| 269 | — | FIRST TR EXCHNG TRADED FD VI | $246,020 | 0.0% | +0% | — |
| 270 |  $VMC | Vulcan Materials CO | $245,638 | 0.0% | +3% | 66.6 |
| 271 | — | SCHWAB STRATEGIC TR | $245,328 | 0.0% | +0% | — |
| 272 |  $GSK | GSK plc | $241,494 | 0.0% | NEW | — |
| 273 | — | ISHARES TR | $241,191 | 0.0% | -4% | — |
| 274 |  $WPC | W. P. Carey Inc. | $238,618 | 0.0% | NEW | 62.1 |
| 275 |  $ROST | ROSS STORES, INC. | $238,015 | 0.0% | NEW | 71.5 |
| 276 |  $TRV | TRAVELERS COMPANIES, INC. | $237,701 | 0.0% | NEW | 71.5 |
| 277 |  $MPC | Marathon Petroleum Corp | $237,622 | 0.0% | NEW | 50.7 |
| 278 |  $EVR | Evercore Inc. | $236,228 | 0.0% | NEW | 76.1 |
| 279 |  $MCK | MCKESSON CORP | $232,128 | 0.0% | -9% | 63.7 |
| 280 | — | CAPITAL GROUP DIVIDEND VALUE | $231,050 | 0.0% | NEW | — |
| 281 |  $UBER | Uber Technologies, Inc | $230,245 | 0.0% | +30% | 79.3 |
| 282 |  $EXPE | Expedia Group, Inc. | $227,801 | 0.0% | -26% | 65.7 |
| 283 | — | VANECK ETF TRUST | $227,078 | 0.0% | -98% | — |
| 284 | — | TIMOTHY PLAN | $226,941 | 0.0% | NEW | — |
| 285 | — | VANGUARD WORLD FD | $226,343 | 0.0% | NEW | — |
| 286 |  $LITE | Lumentum Holdings Inc. | $224,863 | 0.0% | NEW | 63.4 |
| 287 | — | CAPITAL GROUP GBL GROWTH EQT | $224,847 | 0.0% | NEW | — |
| 288 |  $SNOW | Snowflake Inc. | $223,610 | 0.0% | -13% | 49.6 |
| 289 |  $C | CITIGROUP INC | $221,478 | 0.0% | -11% | 54.8 |
| 290 |  $PAYX | PAYCHEX INC | $221,459 | 0.0% | NEW | 75.1 |
| 291 | — | VANGUARD BD INDEX FDS | $218,494 | 0.0% | -1% | — |
| 292 |  $UL | UNILEVER PLC | $215,582 | 0.0% | NEW | — |
| 293 |  $SNY | Sanofi | $214,391 | 0.0% | NEW | — |
| 294 |  $OMC | OMNICOM GROUP INC. | $214,003 | 0.0% | NEW | 60.5 |
| 295 |  $FSK | FS KKR Capital Corp | $213,353 | 0.0% | +7% | — |
| 296 |  $DOW | DOW INC. | $213,268 | 0.0% | NEW | 38 |
| 297 | — | ISHARES TR | $212,372 | 0.0% | +0% | — |
| 298 |  $ITW | ILLINOIS TOOL WORKS INC | $211,559 | 0.0% | -7% | 71.2 |
| 299 |  $BA | BOEING CO | $211,099 | 0.0% | NEW | 51.8 |
| 300 |  $GL | GLOBE LIFE INC. | $210,893 | 0.0% | NEW | 66.6 |
| 301 |  $TPR | TAPESTRY, INC. | $209,548 | 0.0% | NEW | 76.4 |
| 302 |  $KLAC | KLA CORP | $207,378 | 0.0% | -31% | 84.4 |
| 303 |  $USB | US BANCORP DE | $206,946 | 0.0% | NEW | 71.4 |
| 304 |  $TER | TERADYNE, INC | $206,836 | 0.0% | NEW | 74.6 |
| 305 |  $CI | Cigna Group | $206,458 | 0.0% | NEW | 66.8 |
| 306 | — | PIMCO ETF TR | $202,919 | 0.0% | -14% | — |
| 307 | — | GOLDMAN SACHS ETF TR | $202,646 | 0.0% | +0% | — |
| 308 |  $ELV | Elevance Health, Inc. | $201,681 | 0.0% | NEW | 59.4 |
| 309 |  $VRSN | VERISIGN INC/CA | $201,668 | 0.0% | -33% | 71.6 |
| 310 |  $EQIX | EQUINIX INC | $200,949 | 0.0% | NEW | 61.4 |
| 311 |  $LNG | Cheniere Energy, Inc. | $200,384 | 0.0% | NEW | 48.4 |
| 312 |  $MVO | MV Oil Trust | $165,410 | 0.0% | +4% | — |
| 313 |  $CNH | CNH Industrial N.V. | $110,916 | 0.0% | NEW | — |
| 314 |  $ABEV | AMBEV S.A. | $38,338 | 0.0% | NEW | — |
| 315 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $33,960 | 0.0% | NEW | 30.6 |
New Positions (47)
$CCZ COMCAST CORP$561,440$TTE TotalEnergies SE$473,464$AGNC AGNC Investment Corp.$409,095$VRT Vertiv Holdings Co$343,063$FFIN FIRST FINANCIAL BANKSHARES INC$320,033$STX Seagate Technology Holdings plc$311,083$HAL HALLIBURTON CO$305,590$MRSH MARSH & MCLENNAN COMPANIES, INC.$304,317$PRGO PERRIGO Co plc$303,322$EME EMCOR Group, Inc.$299,828$TWFG TWFG, Inc.$285,646$WMB WILLIAMS COMPANIES, INC.$271,335 CAPITAL GROUP GROWTH ETF$269,434
$RGA REINSURANCE GROUP OF AMERICA INC$262,710$PLD Prologis, Inc.$258,308Exited Positions (22)
$SCCO SOUTHERN COPPER CORP/
$TROW PRICE T ROWE GROUP INC
$ADP AUTOMATIC DATA PROCESSING INC
$TEAM Atlassian Corp
$MEDP Medpace Holdings, Inc.
$RBLX Roblox Corp
$ZM Zoom Communications, Inc.
$ET Energy Transfer LP
$LVS LAS VEGAS SANDS CORP
$URI UNITED RENTALS, INC.
$ESTC Elastic N.V.
$ILMN ILLUMINA, INC.
$EXR Extra Space Storage Inc.
$NTNX Nutanix, Inc.
$SPOT Spotify Technology S.A.Browse Top Institutional Investors
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