Regent Peak Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803329
Institutional-grade research for retail investors
13F Reported Value
ⓘ$540.1M
Holdings
221
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Regent Peak Wealth Advisors LLC disclosed 221 positions worth $540.1M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 34 new positions and exited 11 — including a new stake in $MRVL and a full exit from $XOM. The portfolio is most concentrated in Other (55.8% of disclosed assets). All figures are sourced directly from Regent Peak Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1803329.
AI Fund Analysis
StableVANGUARD TOTAL STOCK MARKE
16.9% weight
Held 9 quarters
$AAPL5.8% weight
Held 9 quarters
ISHARES CORE MSCI EAFE ETF
5.8% weight
Held 9 quarters
ISHARES CORE DIVIDEND GROW
4.7% weight
Held 9 quarters
STATE STREET SPDR S&P DIVI
4.3% weight
Held 9 quarters
$MU5 quarters accumulating
$BLK5 quarters accumulating
$TSLA4 quarters accumulating
$AMZN4 quarters accumulating
$ACN4 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD TOTAL STOCK MARKET ETF - ETF
—Quality
$91.1M246,181 sh- 76.1#112
Quality
$31.3M108,166 sh ISHARES CORE MSCI EAFE ETF - ETF
—Quality
$31.2M322,722 shISHARES CORE DIVIDEND GROWTH ETF - ETF
—Quality
$25.4M334,542 shSTATE STREET SPDR S&P DIVIDEND ETF - ETF
—Quality
$23.4M153,565 shVANGUARD GROWTH ETF - ETF
—Quality
$22.7M263,714 sh- 90.2
Quality
$18.1M90,648 sh ISHARES RUSSELL 1000 GROWTH ETF - ETF
—Quality
$17.9M144,292 shISHARES CORE MSCI EMERGING MARKETS ETF - ETF
—Quality
$16.7M201,722 sh- 50.1
Quality
$15.9M37,805 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $91.1M | 246,181 |
| Apple Inc.$AAPL | 76.1#112 | $31.3M | 108,166 |
| ISHARES CORE MSCI EAFE ETF - ETF | — | $31.2M | 322,722 |
| ISHARES CORE DIVIDEND GROWTH ETF - ETF | — | $25.4M | 334,542 |
| STATE STREET SPDR S&P DIVIDEND ETF - ETF | — | $23.4M | 153,565 |
| VANGUARD GROWTH ETF - ETF | — | $22.7M | 263,714 |
 NVIDIA CORP$NVDA | 90.2 | $18.1M | 90,648 |
| ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $17.9M | 144,292 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $16.7M | 201,722 |
| Tesla, Inc.$TSLA | 50.1 | $15.9M | 37,805 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Regent Peak Wealth Advisors LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Other
$301.3M
Technology
$112.9M
Industrials
$39.9M
Financials
$31.3M
Consumer Discretionary
$22.0M
Healthcare
$10.8M
Consumer Staples
$7.0M
Energy
$4.8M
Full Holdings — Regent Peak Wealth Advisors LLC (Q2 2026)
All 221 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 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $91.1M | 16.9% | +1% | — |
| 2 | $AAPL | Apple Inc. | $31.3M | 5.8% | +0% | 76.1 |
| 3 | — | ISHARES CORE MSCI EAFE ETF - ETF | $31.2M | 5.8% | +2% | — |
| 4 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $25.4M | 4.7% | +2% | — |
| 5 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $23.4M | 4.3% | +1% | — |
| 6 | — | VANGUARD GROWTH ETF - ETF | $22.7M | 4.2% | +494% | — |
| 7 | $NVDA | NVIDIA CORP | $18.1M | 3.4% | +2% | 90.2 |
| 8 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $17.9M | 3.3% | +301% | — |
| 9 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $16.7M | 3.1% | +4% | — |
| 10 | $TSLA | Tesla, Inc. | $15.9M | 2.9% | +1% | 50.1 |
| 11 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $15.4M | 2.9% | -38% | — |
| 12 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $13.1M | 2.4% | -5% | — |
| 13 | $AMZN | AMAZON COM INC | $11.7M | 2.2% | +2% | 74.6 |
| 14 |  $MSFT | MICROSOFT CORP | $10.5M | 1.9% | +1% | 83.7 |
| 15 | — | VANGUARD VALUE ETF - ETF | $9.6M | 1.8% | -1% | — |
| 16 | $ACN | Accenture plc | $9.2M | 1.7% | +10% | — |
| 17 |  $GOOG | Alphabet Inc. | $8.4M | 1.6% | -4% | 80.2 |
| 18 | — | JANUS HENDERSON AAA CLO ETF - ETF | $8.4M | 1.6% | -0% | — |
| 19 |  $GOOGL | Alphabet Inc. | $6.5M | 1.2% | -5% | 80.2 |
| 20 |  $AVGO | Broadcom Inc. | $6.1M | 1.1% | +0% | 86.4 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.9M | 0.9% | -11% | 64.5 |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 0.8% | -33% | — |
| 23 |  $LLY | ELI LILLY & Co | $3.6M | 0.7% | +4% | 89.3 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $3.4M | 0.6% | +1% | 78.8 |
| 25 |  $KO | COCA COLA CO | $3.4M | 0.6% | +3% | 74 |
| 26 | $MU | MICRON TECHNOLOGY INC | $3.2M | 0.6% | +0% | 88.4 |
| 27 |  $META | Meta Platforms, Inc. | $3.1M | 0.6% | -1% | 80.9 |
| 28 |  $SR | SPIRE INC | $2.6M | 0.5% | -15% | 42.7 |
| 29 |  $PGR | PROGRESSIVE CORP/OH/ | $2.6M | 0.5% | -5% | 83.6 |
| 30 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.5% | +3% | 35.6 |
| 31 | — | ISHARES CORE S&P 500 ETF - ETF | $2.4M | 0.5% | -5% | — |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.4% | -3% | — |
| 33 | — | ISHARES RUSSELL 2000 ETF - ETF | $2.3M | 0.4% | -2% | — |
| 34 |  $IBIT | iShares Bitcoin Trust ETF | $2.2M | 0.4% | -6% | — |
| 35 |  $HD | HOME DEPOT, INC. | $2.2M | 0.4% | -1% | 69.2 |
| 36 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $2.2M | 0.4% | -3% | — |
| 37 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $2.2M | 0.4% | +680% | — |
| 38 |  $WMT | Walmart Inc. | $2.1M | 0.4% | +2% | 63.2 |
| 39 |  $SO | SOUTHERN CO | $2.0M | 0.4% | +55% | 65.1 |
| 40 |  $UBSI | UNITED BANKSHARES INC/WV | $1.9M | 0.3% | -7% | — |
| 41 | — | STATE STREET SPDR S&P SEMICONDUCTOR ETF - ETF | $1.8M | 0.3% | +0% | — |
| 42 |  $V | VISA INC. | $1.8M | 0.3% | +2% | 83.5 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.3% | +4% | 67 |
| 44 |  $CAT | CATERPILLAR INC | $1.8M | 0.3% | +1% | 67.8 |
| 45 |  $INTC | INTEL CORP | $1.7M | 0.3% | +14% | 41.5 |
| 46 |  $DAL | DELTA AIR LINES, INC. | $1.7M | 0.3% | -43% | 64.4 |
| 47 |  $ABBV | AbbVie Inc. | $1.6M | 0.3% | +3% | 59.3 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.3% | +4% | 72.8 |
| 49 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.3% | +1% | 74.8 |
| 50 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 64.5 |
| 51 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.3% | +5% | 72.9 |
| 52 |  $AMAT | APPLIED MATERIALS INC /DE | $1.4M | 0.3% | +5% | 74.8 |
| 53 |  $SNDK | Sandisk Corp | $1.4M | 0.3% | +3% | 88.8 |
| 54 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +0% | 82.4 |
| 55 |  $GEV | GE Vernova Inc. | $1.3M | 0.2% | +10% | 70.1 |
| 56 |  $ORCL | ORACLE CORP | $1.1M | 0.2% | -6% | 67.2 |
| 57 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $1.1M | 0.2% | -20% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.2% | +2% | 72.3 |
| 59 |  $MA | Mastercard Inc | $1.0M | 0.2% | -1% | 81.7 |
| 60 |  $ACT | Enact Holdings, Inc. | $1.0M | 0.2% | -51% | 47.3 |
| 61 |  $MRK | Merck & Co., Inc. | $937,677 | 0.2% | +2% | 70.9 |
| 62 |  $GLW | CORNING INC /NY | $911,630 | 0.2% | +2% | 72.7 |
| 63 |  $NFLX | NETFLIX INC | $901,068 | 0.2% | -1% | 86.7 |
| 64 |  $MCD | MCDONALDS CORP | $880,751 | 0.2% | -10% | 73.9 |
| 65 |  $GD | GENERAL DYNAMICS CORP | $851,604 | 0.2% | -11% | 73 |
| 66 |  $TXN | TEXAS INSTRUMENTS INC | $850,459 | 0.2% | +4% | 70.4 |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $847,528 | 0.2% | +7% | — |
| 68 |  $CVX | CHEVRON CORP | $809,324 | 0.1% | +8% | 54.7 |
| 69 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $806,565 | 0.1% | -25% | — |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $801,880 | 0.1% | +4% | 68.4 |
| 71 |  $LIN | LINDE PLC | $781,936 | 0.1% | +10% | — |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $770,613 | 0.1% | +4% | 65 |
| 73 | — | VANGUARD S&P 500 ETF - ETF | $730,079 | 0.1% | +4% | — |
| 74 |  $ETN | Eaton Corp plc | $707,785 | 0.1% | +0% | — |
| 75 |  $KLAC | KLA CORP | $687,899 | 0.1% | +900% | 84.4 |
| 76 |  $UNH | UNITEDHEALTH GROUP INC | $673,442 | 0.1% | +21% | 66.8 |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $663,374 | 0.1% | -2% | 66.7 |
| 78 |  $NEE | NEXTERA ENERGY INC | $645,165 | 0.1% | +1% | 71.7 |
| 79 |  $C | CITIGROUP INC | $639,197 | 0.1% | +8% | 54.8 |
| 80 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $636,918 | 0.1% | +3% | 74.4 |
| 81 |  $MRVL | Marvell Technology, Inc. | $636,293 | 0.1% | NEW | 77.3 |
| 82 |  $AMGN | AMGEN INC | $626,125 | 0.1% | +2% | 79.5 |
| 83 |  $CRWD | CrowdStrike Holdings, Inc. | $597,539 | 0.1% | -10% | 55 |
| 84 |  $ITW | ILLINOIS TOOL WORKS INC | $578,008 | 0.1% | -4% | 71.2 |
| 85 |  $UNP | UNION PACIFIC CORP | $572,294 | 0.1% | +6% | 74 |
| 86 |  $RTX | RTX Corp | $569,589 | 0.1% | +7% | 70 |
| 87 |  $MNST | Monster Beverage Corp | $562,110 | 0.1% | +2% | 77 |
| 88 |  $APO | Apollo Global Management, Inc. | $558,355 | 0.1% | +1% | 55.7 |
| 89 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $547,599 | 0.1% | -0% | — |
| 90 |  $DE | DEERE & CO | $546,158 | 0.1% | -0% | 57.4 |
| 91 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $534,171 | 0.1% | -1% | 63.7 |
| 92 |  $SLV | iShares Silver Trust | $532,935 | 0.1% | +6% | — |
| 93 |  $WDC | WESTERN DIGITAL CORP | $526,305 | 0.1% | -23% | 76.8 |
| 94 |  $IAU | ISHARES GOLD TRUST | $520,868 | 0.1% | +14% | — |
| 95 |  $LOW | LOWES COMPANIES INC | $499,410 | 0.1% | -8% | 63.5 |
| 96 |  $CEG | Constellation Energy Corp | $497,982 | 0.1% | -2% | 62.5 |
| 97 | — | ISHARES MSCI EAFE ETF - ETF | $492,599 | 0.1% | +0% | — |
| 98 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $489,370 | 0.1% | -9% | — |
| 99 |  $PM | Philip Morris International Inc. | $487,914 | 0.1% | +5% | 80.5 |
| 100 | $BLK | BlackRock, Inc. | $485,588 | 0.1% | +1% | 70.3 |
| 101 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $482,228 | 0.1% | +0% | — |
| 102 |  $SBUX | STARBUCKS CORP | $481,735 | 0.1% | +21% | 54.6 |
| 103 | — | ISHARES SELECT DIVIDEND ETF - ETF | $480,310 | 0.1% | +0% | — |
| 104 |  $WFC | WELLS FARGO & COMPANY/MN | $479,890 | 0.1% | +1% | — |
| 105 |  $OWL | BLUE OWL CAPITAL INC. | $479,644 | 0.1% | +0% | 59.4 |
| 106 |  $AZO | AUTOZONE INC | $476,195 | 0.1% | +2% | 66.5 |
| 107 |  $ADP | AUTOMATIC DATA PROCESSING INC | $475,008 | 0.1% | +3% | 77.9 |
| 108 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF | $462,787 | 0.1% | +0% | — |
| 109 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $462,288 | 0.1% | -26% | — |
| 110 |  $ADI | ANALOG DEVICES INC | $458,334 | 0.1% | +1% | 76.2 |
| 111 |  $PLTR | Palantir Technologies Inc. | $454,080 | 0.1% | -1% | 85.8 |
| 112 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $434,578 | 0.1% | +1% | 70.9 |
| 113 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | $432,623 | 0.1% | -7% | — |
| 114 |  $SPG | SIMON PROPERTY GROUP INC. | $424,488 | 0.1% | +2% | 76.9 |
| 115 |  $SPGI | S&P Global Inc. | $423,550 | 0.1% | +2% | 79.4 |
| 116 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $422,115 | 0.1% | -1% | — |
| 117 |  $MS | MORGAN STANLEY | $421,007 | 0.1% | -2% | — |
| 118 |  $FITB | FIFTH THIRD BANCORP | $410,937 | 0.1% | +1% | — |
| 119 |  $NI | NISOURCE INC. | $409,929 | 0.1% | +0% | 61.7 |
| 120 |  $AXP | AMERICAN EXPRESS CO | $404,885 | 0.1% | +2% | 73.2 |
| 121 |  $URI | UNITED RENTALS, INC. | $403,309 | 0.1% | -6% | 70.7 |
| 122 |  $WELL | WELLTOWER INC. | $395,836 | 0.1% | +2% | 75.7 |
| 123 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $393,203 | 0.1% | +0% | — |
| 124 | — | VANGUARD MID-CAP ETF - ETF | $383,026 | 0.1% | +300% | — |
| 125 |  $QCOM | QUALCOMM INC/DE | $381,776 | 0.1% | -1% | 81.9 |
| 126 |  $CSX | CSX CORP | $377,151 | 0.1% | +2% | 66.4 |
| 127 |  $PANW | Palo Alto Networks Inc | $368,302 | 0.1% | NEW | 66.5 |
| 128 |  $ANET | Arista Networks, Inc. | $360,825 | 0.1% | +0% | 86 |
| 129 | — | VANGUARD INDUSTRIALS ETF - ETF | $360,380 | 0.1% | +0% | — |
| 130 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $358,910 | 0.1% | +0% | — |
| 131 |  $APH | AMPHENOL CORP /DE/ | $356,695 | 0.1% | +0% | 80.5 |
| 132 |  $STX | Seagate Technology Holdings plc | $354,155 | 0.1% | NEW | — |
| 133 |  $WT | WisdomTree, Inc. | $352,551 | 0.1% | +0% | 62.9 |
| 134 |  $BA | BOEING CO | $351,764 | 0.1% | +36% | 51.8 |
| 135 |  $OUNZ | VanEck Merk Gold ETF | $350,629 | 0.1% | +0% | — |
| 136 |  $STT | STATE STREET CORP | $334,960 | 0.1% | +1% | 61.5 |
| 137 |  $DELL | Dell Technologies Inc. | $334,382 | 0.1% | NEW | 76 |
| 138 |  $DHR | DANAHER CORP /DE/ | $331,435 | 0.1% | -11% | 63.9 |
| 139 |  $MCK | MCKESSON CORP | $330,953 | 0.1% | +1% | 63.7 |
| 140 |  $DIS | Walt Disney Co | $325,133 | 0.1% | -7% | 68.9 |
| 141 |  $TXG | 10x Genomics, Inc. | $322,861 | 0.1% | NEW | 44.1 |
| 142 |  $CB | Chubb Ltd | $321,659 | 0.1% | +5% | — |
| 143 |  $TJX | TJX COMPANIES INC /DE/ | $318,605 | 0.1% | +8% | 70.7 |
| 144 |  $ISRG | INTUITIVE SURGICAL INC | $318,144 | 0.1% | +7% | 81.4 |
| 145 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $316,417 | 0.1% | +8% | 76.6 |
| 146 |  $PCAR | PACCAR INC | $312,083 | 0.1% | -1% | 56.5 |
| 147 |  $L | LOEWS CORP | $310,988 | 0.1% | +1% | 75.2 |
| 148 |  $FDX | FEDEX CORP | $309,999 | 0.1% | +2% | 60.3 |
| 149 |  $EBAY | EBAY INC | $308,318 | 0.1% | +6% | 69.3 |
| 150 |  $VPG | Vishay Precision Group, Inc. | $307,465 | 0.1% | NEW | 33 |
| 151 |  $MTB | M&T BANK CORP | $305,367 | 0.1% | +3% | 64.1 |
| 152 |  $CMI | CUMMINS INC | $303,114 | 0.1% | +1% | 58.9 |
| 153 |  $ET | Energy Transfer LP | $297,125 | 0.1% | +0% | 64.5 |
| 154 |  $TGT | TARGET CORP | $296,362 | 0.1% | +5% | 53.1 |
| 155 |  $JCI | Johnson Controls International plc | $296,165 | 0.1% | +5% | — |
| 156 |  $FCX | FREEPORT-MCMORAN INC | $296,023 | 0.1% | +3% | 73.1 |
| 157 |  $KEYS | Keysight Technologies, Inc. | $295,109 | 0.1% | +0% | 72.3 |
| 158 |  $GRMN | GARMIN LTD | $293,362 | 0.1% | -2% | — |
| 159 |  $EXPE | Expedia Group, Inc. | $293,238 | 0.1% | +5% | 65.7 |
| 160 |  $PEP | PEPSICO INC | $291,257 | 0.1% | +27% | 62.7 |
| 161 |  $ABNB | Airbnb, Inc. | $283,767 | 0.1% | NEW | 70.1 |
| 162 |  $DHI | HORTON D R INC /DE/ | $282,597 | 0.1% | NEW | 54.6 |
| 163 |  $MO | ALTRIA GROUP, INC. | $280,965 | 0.1% | +7% | 72.1 |
| 164 |  $WM | WASTE MANAGEMENT INC | $278,377 | 0.1% | -1% | 70.7 |
| 165 |  $CME | CME GROUP INC. | $277,362 | 0.1% | -16% | 74.5 |
| 166 |  $HWM | Howmet Aerospace Inc. | $276,119 | 0.1% | +6% | 79.1 |
| 167 |  $TER | TERADYNE, INC | $268,047 | 0.1% | NEW | 74.6 |
| 168 |  $ETHA | iShares Ethereum Trust ETF | $267,049 | 0.1% | -7% | — |
| 169 |  $T | AT&T INC. | $265,788 | 0.1% | -5% | 71.9 |
| 170 |  $F | FORD MOTOR CO | $264,114 | 0.1% | +1% | 58.5 |
| 171 |  $MCO | MOODYS CORP /DE/ | $261,788 | 0.1% | +3% | 81.3 |
| 172 |  $NSC | NORFOLK SOUTHERN CORP | $256,391 | 0.1% | -0% | 70.8 |
| 173 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - ETF | $254,670 | 0.1% | +0% | — |
| 174 |  $GVA | GRANITE CONSTRUCTION INC | $253,244 | 0.1% | NEW | 56.9 |
| 175 |  $CVS | CVS HEALTH Corp | $253,039 | 0.1% | NEW | 51.3 |
| 176 |  $ORLY | O REILLY AUTOMOTIVE INC | $251,314 | 0.1% | NEW | 72.7 |
| 177 |  $ABT | ABBOTT LABORATORIES | $251,142 | 0.1% | -26% | 67 |
| 178 |  $CAVA | CAVA GROUP, INC. | $250,194 | 0.1% | +0% | 62.7 |
| 179 |  $ACGL | ARCH CAPITAL GROUP LTD. | $249,056 | 0.1% | -1% | — |
| 180 |  $VZ | VERIZON COMMUNICATIONS INC | $247,012 | 0.1% | +6% | 71.6 |
| 181 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $245,494 | 0.1% | +10% | 60.5 |
| 182 |  $SCHW | SCHWAB CHARLES CORP | $245,161 | 0.1% | -4% | 77.2 |
| 183 |  $GM | General Motors Co | $243,573 | 0.1% | +2% | 58.7 |
| 184 |  $BKNG | Booking Holdings Inc. | $241,515 | 0.0% | +2158% | 55.3 |
| 185 |  $DLR | DIGITAL REALTY TRUST, INC. | $241,362 | 0.0% | -1% | 70.2 |
| 186 |  $GILD | GILEAD SCIENCES, INC. | $240,172 | 0.0% | +2% | 77.8 |
| 187 |  $INTU | INTUIT INC. | $234,678 | 0.0% | -11% | 82 |
| 188 |  $MAS | MASCO CORP /DE/ | $233,532 | 0.0% | NEW | 59.9 |
| 189 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $232,292 | 0.0% | +0% | — |
| 190 |  $ADBE | ADOBE INC. | $231,673 | 0.0% | +33% | 80.4 |
| 191 |  $LNG | Cheniere Energy, Inc. | $231,601 | 0.0% | +1% | 48.4 |
| 192 |  $EMR | EMERSON ELECTRIC CO | $231,330 | 0.0% | NEW | 65.9 |
| 193 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $230,097 | 0.0% | NEW | 56.5 |
| 194 |  $COF | CAPITAL ONE FINANCIAL CORP | $229,911 | 0.0% | +0% | 71 |
| 195 |  $CL | COLGATE PALMOLIVE CO | $229,108 | 0.0% | NEW | 72.4 |
| 196 |  $HODL | VanEck Bitcoin ETF | $228,587 | 0.0% | NEW | — |
| 197 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $227,682 | 0.0% | +0% | — |
| 198 |  $EQIX | EQUINIX INC | $224,114 | 0.0% | NEW | 61.4 |
| 199 |  $MPC | Marathon Petroleum Corp | $220,899 | 0.0% | -4% | 50.7 |
| 200 |  $Q | Qnity Electronics, Inc. | $218,672 | 0.0% | NEW | — |
| 201 |  $CRM | Salesforce, Inc. | $216,620 | 0.0% | +13% | 75.2 |
| 202 |  $APD | Air Products & Chemicals, Inc. | $216,085 | 0.0% | +7% | 41.2 |
| 203 |  $PFH | PRUDENTIAL FINANCIAL INC | $214,673 | 0.0% | NEW | 58.6 |
| 204 |  $MOG-A | MOOG INC. | $210,225 | 0.0% | NEW | 66.2 |
| 205 |  $UCTT | Ultra Clean Holdings, Inc. | $209,322 | 0.0% | NEW | 36 |
| 206 |  $COP | CONOCOPHILLIPS | $208,232 | 0.0% | +7% | 74.8 |
| 207 |  $AFL | AFLAC INC | $208,119 | 0.0% | NEW | 60.3 |
| 208 |  $ATO | ATMOS ENERGY CORP | $208,102 | 0.0% | +3% | 72 |
| 209 |  $DDOG | Datadog, Inc. | $206,465 | 0.0% | NEW | 62.9 |
| 210 |  $CPRT | COPART INC | $206,407 | 0.0% | NEW | 74.9 |
| 211 | — | FIRST TRUST CLOUD COMPUTING ETF - ETF | $206,280 | 0.0% | NEW | — |
| 212 |  $NUE | NUCOR CORP | $206,044 | 0.0% | NEW | 58.9 |
| 213 |  $TMUS | T-Mobile US, Inc. | $205,805 | 0.0% | -6% | 72.7 |
| 214 |  $VLO | VALERO ENERGY CORP/TX | $204,966 | 0.0% | NEW | 51.4 |
| 215 |  $CLH | CLEAN HARBORS INC | $203,449 | 0.0% | NEW | 56.3 |
| 216 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $202,051 | 0.0% | NEW | 59.5 |
| 217 |  $FTNT | Fortinet, Inc. | $200,628 | 0.0% | NEW | 78.1 |
| 218 |  $VMD | VIEMED HEALTHCARE, INC. | $137,142 | 0.0% | NEW | 57.2 |
| 219 |  $ATAI | Atai Beckley N.V. | $105,400 | 0.0% | +0% | — |
| 220 |  $TDAY | USA TODAY Co., Inc. | $101,403 | 0.0% | NEW | 48.4 |
| 221 |  $TALK | Talkspace, Inc. | $85,010 | 0.0% | NEW | 43.5 |
New Positions (34)
$MRVL Marvell Technology, Inc.$636,293$PANW Palo Alto Networks Inc$368,302$STX Seagate Technology Holdings plc$354,155$DELL Dell Technologies Inc.$334,382$TXG 10x Genomics, Inc.$322,861$VPG Vishay Precision Group, Inc.$307,465$ABNB Airbnb, Inc.$283,767$DHI HORTON D R INC /DE/$282,597$TER TERADYNE, INC$268,047$GVA GRANITE CONSTRUCTION INC$253,244$CVS CVS HEALTH Corp$253,039$ORLY O REILLY AUTOMOTIVE INC$251,314$MAS MASCO CORP /DE/$233,532$EMR EMERSON ELECTRIC CO$231,330$JBHT HUNT J B TRANSPORT SERVICES INC$230,097Exited Positions (11)
$XOM EXXON MOBIL CORP
$HON HONEYWELL INTERNATIONAL INC
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$CCZ COMCAST CORP
$CF CF Industries Holdings, Inc.
$ICE Intercontinental Exchange, Inc.
$HCA HCA Healthcare, Inc.
$SHW SHERWIN WILLIAMS CO
$NOW ServiceNow, Inc. FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND
$UBER Uber Technologies, IncBrowse Top Institutional Investors
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