Platform Technology Partners
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1830817
Institutional-grade research for retail investors
13F Reported Value
ⓘ$518.7M
incl. option notional
Equity Holdings
ⓘ$518.4M
Option Notional
ⓘ$289,140
$0 puts / $289,140 calls
Holdings
344
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Platform Technology Partners disclosed 344 positions worth $518.7M in its Form 13F-HR for Q1 2026 — $518.4M in common stock plus $289,140 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 7.4% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 85 new positions and exited 9 and a full exit from $INOD. The portfolio is most concentrated in Other (29.0% of disclosed assets). All figures are sourced directly from Platform Technology Partners’s Form 13F-HR filing with the SEC under CIK 1830817.
AI Fund Analysis
Diversifying
$AAPL7.4% weight
Held 8 quarters
$NVDA4.4% weight
Held 8 quarters
$MSFT3.0% weight
Held 8 quarters
$AMZN2.8% weight
Held 8 quarters
MORGAN STANLEY ETF TRUST
2.6% weight
Held 6 quarters
FEDERATED HERMES ETF TRUST
7 quarters accumulating
SCHWAB STRATEGIC TR
7 quarters accumulating
DIMENSIONAL ETF TRUST
7 quarters accumulating
VANGUARD INDEX FDS
7 quarters accumulating
$CVX7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$DISCALL$289K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$38.2M150,464 sh - 90.2#1
Quality
$22.8M130,662 sh - 83.7#15
Quality
$15.8M42,594 sh - 74.6
Quality
$14.3M68,595 sh MORGAN STANLEY ETF TRUST
—Quality
$13.3M260,234 shFEDERATED HERMES ETF TRUST
—Quality
$12.1M480,861 shSCHWAB STRATEGIC TR
—Quality
$11.7M381,586 shISHARES TR
—Quality
$10.2M15,598 sh- 35.6
Quality
$9.2M31,291 sh - 80.2
Quality
$8.4M29,333 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $38.2M | 150,464 |
| NVIDIA CORP$NVDA | 90.2#1 | $22.8M | 130,662 |
| MICROSOFT CORP$MSFT | 83.7#15 | $15.8M | 42,594 |
| AMAZON COM INC$AMZN | 74.6 | $14.3M | 68,595 |
| MORGAN STANLEY ETF TRUST | — | $13.3M | 260,234 |
| FEDERATED HERMES ETF TRUST | — | $12.1M | 480,861 |
| SCHWAB STRATEGIC TR | — | $11.7M | 381,586 |
| ISHARES TR | — | $10.2M | 15,598 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $9.2M | 31,291 |
 Alphabet Inc.$GOOG | 80.2 | $8.4M | 29,333 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Platform Technology Partners's 344 positions.
Showing top 10 of 344 holdings.
Sector Allocation
Other
$150.2M
Technology
$123.2M
Financials
$74.4M
Consumer Discretionary
$39.3M
Industrials
$36.8M
Healthcare
$27.9M
Energy
$19.6M
Consumer Staples
$14.3M
Full Holdings — Platform Technology Partners (Q1 2026)
All 344 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. | $38.2M | 7.4% | +5% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $22.8M | 4.4% | +11% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $15.8M | 3.0% | +10% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $14.3M | 2.8% | +10% | 74.6 |
| 5 | — | MORGAN STANLEY ETF TRUST | $13.3M | 2.6% | +4% | — |
| 6 | — | FEDERATED HERMES ETF TRUST | $12.1M | 2.3% | +5% | — |
| 7 | — | SCHWAB STRATEGIC TR | $11.7M | 2.3% | +9% | — |
| 8 | — | ISHARES TR | $10.2M | 2.0% | +27% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $9.2M | 1.8% | +8% | 35.6 |
| 10 | $GOOG | Alphabet Inc. | $8.4M | 1.6% | +10% | 80.2 |
| 11 | — | SERIES PORTFOLIOS TR | $8.1M | 1.6% | +1% | — |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.9M | 1.5% | +6% | 64.5 |
| 13 |  $META | Meta Platforms, Inc. | $7.7M | 1.5% | +12% | 80.9 |
| 14 |  $GOOGL | Alphabet Inc. | $7.4M | 1.4% | +9% | 80.2 |
| 15 |  $APO | Apollo Global Management, Inc. | $7.2M | 1.4% | +4% | 55.7 |
| 16 | — | DIMENSIONAL ETF TRUST | $7.1M | 1.4% | +7% | — |
| 17 |  $TSLA | Tesla, Inc. | $7.1M | 1.4% | +20% | 50.1 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $6.2M | 1.2% | +9% | 72.8 |
| 19 | — | VANGUARD INDEX FDS | $6.2M | 1.2% | -2% | — |
| 20 | — | VANGUARD INDEX FDS | $5.6M | 1.1% | +6% | — |
| 21 | $CVX | CHEVRON CORP | $5.5M | 1.1% | +1% | 54.7 |
| 22 |  $RTX | RTX Corp | $5.1M | 1.0% | +4% | 70 |
| 23 |  $GLD | SPDR GOLD TRUST | $5.0M | 1.0% | +13% | — |
| 24 |  $GS | GOLDMAN SACHS GROUP INC | $4.9M | 0.9% | +5% | — |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $4.7M | 0.9% | -13% | — |
| 26 |  $LRCX | LAM RESEARCH CORP | $4.6M | 0.9% | +1% | 82.4 |
| 27 |  $BX | Blackstone Inc. | $4.4M | 0.8% | +52% | 68 |
| 28 |  $V | VISA INC. | $4.1M | 0.8% | +7% | 83.5 |
| 29 |  $NEE | NEXTERA ENERGY INC | $3.9M | 0.8% | +2% | 71.7 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.8M | 0.7% | +8% | 67 |
| 31 | — | HARBOR ETF TRUST | $3.8M | 0.7% | +14% | — |
| 32 | — | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.7% | +742% | — |
| 33 |  $HD | HOME DEPOT, INC. | $3.4M | 0.7% | +9% | 69.2 |
| 34 |  $BA | BOEING CO | $3.4M | 0.7% | +3% | 51.8 |
| 35 |  $CB | Chubb Ltd | $3.3M | 0.6% | +3% | — |
| 36 |  $WMB | WILLIAMS COMPANIES, INC. | $3.3M | 0.6% | +1% | 72.8 |
| 37 |  $PEP | PEPSICO INC | $3.3M | 0.6% | +9% | 62.7 |
| 38 |  $WMT | Walmart Inc. | $3.3M | 0.6% | +9% | 63.2 |
| 39 |  $PLD | Prologis, Inc. | $3.3M | 0.6% | +3% | 67.5 |
| 40 | — | VANGUARD WHITEHALL FDS | $3.2M | 0.6% | +0% | — |
| 41 |  $MCD | MCDONALDS CORP | $3.1M | 0.6% | +10% | 73.9 |
| 42 |  $PG | PROCTER & GAMBLE Co | $3.0M | 0.6% | +15% | 72.9 |
| 43 |  $AMGN | AMGEN INC | $3.0M | 0.6% | +8% | 79.5 |
| 44 | — | ISHARES TR | $2.9M | 0.6% | +0% | — |
| 45 |  $XOM | EXXON MOBIL CORP | $2.9M | 0.6% | +9% | 61.8 |
| 46 |  $DUK | Duke Energy CORP | $2.8M | 0.5% | +3% | 64 |
| 47 |  $LMT | LOCKHEED MARTIN CORP | $2.7M | 0.5% | +4% | 65 |
| 48 |  $SBUX | STARBUCKS CORP | $2.6M | 0.5% | +18% | 54.6 |
| 49 |  $COP | CONOCOPHILLIPS | $2.6M | 0.5% | +14% | 74.8 |
| 50 |  $UNP | UNION PACIFIC CORP | $2.5M | 0.5% | +4% | 74 |
| 51 |  $LLY | ELI LILLY & Co | $2.4M | 0.5% | +5% | 89.3 |
| 52 |  $ABBV | AbbVie Inc. | $2.4M | 0.5% | +7% | 59.3 |
| 53 |  $APD | Air Products & Chemicals, Inc. | $2.4M | 0.5% | +20% | 41.2 |
| 54 |  $IVZ | Invesco Ltd. | $2.3M | 0.4% | +6% | — |
| 55 |  $MDT | Medtronic plc | $2.3M | 0.4% | +6% | — |
| 56 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.4% | -6% | — |
| 57 | — | FIRST TR EXCHANGE TRADED FD | $2.2M | 0.4% | +13% | — |
| 58 | — | VANGUARD TAX-MANAGED FDS | $2.2M | 0.4% | +4% | — |
| 59 |  $TY | TRI-CONTINENTAL Corp | $2.1M | 0.4% | +0% | — |
| 60 |  $WT | WisdomTree, Inc. | $2.1M | 0.4% | +16% | 62.9 |
| 61 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.0M | 0.4% | +7% | 70.2 |
| 62 |  $SPGI | S&P Global Inc. | $1.9M | 0.4% | +8% | 79.4 |
| 63 |  $CL | COLGATE PALMOLIVE CO | $1.9M | 0.4% | +12% | 72.4 |
| 64 | — | FIRST TR EXCHANGE-TRADED FD | $1.9M | 0.4% | +58% | — |
| 65 | — | FIRST TR EXCHANGE-TRADED FD | $1.9M | 0.4% | -8% | — |
| 66 |  $UNH | UNITEDHEALTH GROUP INC | $1.9M | 0.4% | +29% | 66.8 |
| 67 | — | AB ACTIVE ETFS INC | $1.9M | 0.4% | +0% | — |
| 68 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $1.8M | 0.3% | +6% | — |
| 69 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.3% | -5% | 71.6 |
| 70 |  $CAT | CATERPILLAR INC | $1.8M | 0.3% | +12% | 67.8 |
| 71 | — | ABACUS FCF ETF TR | $1.8M | 0.3% | -6% | — |
| 72 |  $AVGO | Broadcom Inc. | $1.7M | 0.3% | +60% | 86.4 |
| 73 |  $MRK | Merck & Co., Inc. | $1.7M | 0.3% | +16% | 70.9 |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.3% | +2% | 66.7 |
| 75 |  $MA | Mastercard Inc | $1.7M | 0.3% | +13% | 81.7 |
| 76 | — | SELECT SECTOR SPDR TR | $1.7M | 0.3% | +22% | — |
| 77 |  $IBIT | iShares Bitcoin Trust ETF | $1.7M | 0.3% | +38% | — |
| 78 |  $D | DOMINION ENERGY, INC | $1.7M | 0.3% | +5% | 74.9 |
| 79 |  $NKE | NIKE, Inc. | $1.6M | 0.3% | +11% | 53.4 |
| 80 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | +7% | — |
| 81 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.5M | 0.3% | -4% | 66.4 |
| 82 |  $ORCL | ORACLE CORP | $1.5M | 0.3% | +1% | 67.2 |
| 83 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 0.3% | +12% | 70.7 |
| 84 | — | ISHARES TR | $1.5M | 0.3% | +68% | — |
| 85 |  $PM | Philip Morris International Inc. | $1.4M | 0.3% | +10% | 80.5 |
| 86 | $WT | WisdomTree, Inc. | $1.4M | 0.3% | +0% | 62.9 |
| 87 |  $GEV | GE Vernova Inc. | $1.4M | 0.3% | +6% | 70.1 |
| 88 |  $NFLX | NETFLIX INC | $1.4M | 0.3% | +8% | 86.7 |
| 89 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.3% | +28% | 85.8 |
| 90 |  $CLX | CLOROX CO /DE/ | $1.4M | 0.3% | +37% | 63.5 |
| 91 |  $ET | Energy Transfer LP | $1.3M | 0.3% | +1% | 64.5 |
| 92 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.3M | 0.3% | +6% | 70.1 |
| 93 | — | ISHARES TR | $1.3M | 0.3% | +15% | — |
| 94 | — | VANGUARD INDEX FDS | $1.3M | 0.3% | +0% | — |
| 95 | — | FIRST TR EXCH TRADED FD III | $1.3M | 0.2% | +3% | — |
| 96 | — | SELECT SECTOR SPDR TR | $1.3M | 0.2% | +18% | — |
| 97 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.2M | 0.2% | +13% | 71 |
| 98 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.2% | +10% | 65.7 |
| 99 | $WT | WisdomTree, Inc. | $1.2M | 0.2% | +0% | 62.9 |
| 100 |  $STZ | CONSTELLATION BRANDS, INC. | $1.2M | 0.2% | +23% | 65 |
| 101 | — | ISHARES TR | $1.2M | 0.2% | -9% | — |
| 102 | — | ISHARES TR | $1.1M | 0.2% | +39% | — |
| 103 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.2% | +9% | 73.2 |
| 104 |  $ED | CONSOLIDATED EDISON INC | $1.1M | 0.2% | +15% | 71.6 |
| 105 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.2% | -1% | 63.7 |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.2% | +12% | 72.3 |
| 107 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | +25% | 68.4 |
| 108 | — | SELECT SECTOR SPDR TR | $1.1M | 0.2% | +41% | — |
| 109 |  $WFC | WELLS FARGO & COMPANY/MN | $1.0M | 0.2% | +12% | — |
| 110 | $IVZ | Invesco Ltd. | $1.0M | 0.2% | -31% | — |
| 111 | — | PROSHARES TR | $1.0M | 0.2% | +0% | — |
| 112 | — | ETF SER SOLUTIONS | $1.0M | 0.2% | NEW | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.2% | +32% | — |
| 114 |  $TT | Trane Technologies plc | $996,425 | 0.2% | +8% | — |
| 115 | — | FIRST TR EXCHANGE-TRADED FD | $979,735 | 0.2% | +0% | — |
| 116 | — | AB ACTIVE ETFS INC | $908,886 | 0.2% | -19% | — |
| 117 | — | FIRST TR EXCH TRADED FD III | $906,392 | 0.2% | +0% | — |
| 118 | $WT | WisdomTree, Inc. | $906,368 | 0.2% | +0% | 62.9 |
| 119 | — | VANGUARD INTL EQUITY INDEX F | $884,704 | 0.2% | +9% | — |
| 120 | — | ISHARES TR | $879,510 | 0.2% | +38% | — |
| 121 |  $ZTS | Zoetis Inc. | $842,483 | 0.2% | +54% | 72.6 |
| 122 |  $EVLV | Evolv Technologies Holdings, Inc. | $815,726 | 0.2% | -12% | 34.7 |
| 123 | — | TIDAL TRUST II | $808,533 | 0.2% | +3% | — |
| 124 |  $OKE | ONEOK INC /NEW/ | $806,460 | 0.2% | +3% | 72 |
| 125 |  $PCT | PureCycle Technologies, Inc. | $802,569 | 0.1% | -24% | 26.6 |
| 126 | — | ISHARES TR | $778,287 | 0.1% | +33% | — |
| 127 | — | VANGUARD INDEX FDS | $766,449 | 0.1% | +11% | — |
| 128 |  $ETHA | iShares Ethereum Trust ETF | $764,345 | 0.1% | +1% | — |
| 129 |  $SCHW | SCHWAB CHARLES CORP | $759,170 | 0.1% | +16% | 77.2 |
| 130 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $759,144 | 0.1% | +12% | 75.4 |
| 131 |  $T | AT&T INC. | $739,274 | 0.1% | +14% | 71.9 |
| 132 |  $BKNG | Booking Holdings Inc. | $732,596 | 0.1% | +30% | 55.3 |
| 133 |  $TXN | TEXAS INSTRUMENTS INC | $729,384 | 0.1% | +17% | 70.4 |
| 134 |  $DIS | Walt Disney Co | $704,971 | 0.1% | +15% | 68.9 |
| 135 |  $GE | GENERAL ELECTRIC CO | $703,817 | 0.1% | +11% | 74.8 |
| 136 |  $KO | COCA COLA CO | $703,718 | 0.1% | +15% | 74 |
| 137 | — | SELECT SECTOR SPDR TR | $698,401 | 0.1% | -0% | — |
| 138 |  $ABT | ABBOTT LABORATORIES | $691,692 | 0.1% | -5% | 67 |
| 139 |  $ETN | Eaton Corp plc | $678,500 | 0.1% | +11% | — |
| 140 |  $TSLX | Sixth Street Specialty Lending, Inc. | $669,841 | 0.1% | +6% | — |
| 141 | — | FIRST TR EXCHANGE TRADED FD | $649,867 | 0.1% | +5% | — |
| 142 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $646,577 | 0.1% | +11% | 76.6 |
| 143 |  $PFE | PFIZER INC | $645,731 | 0.1% | -3% | 69 |
| 144 | — | VANGUARD BD INDEX FDS | $636,890 | 0.1% | -16% | — |
| 145 |  $AMAT | APPLIED MATERIALS INC /DE | $633,569 | 0.1% | -8% | 74.8 |
| 146 | — | ISHARES TR | $633,084 | 0.1% | +33% | — |
| 147 |  $CRWV | CoreWeave, Inc. | $629,461 | 0.1% | +6% | 46.5 |
| 148 |  $BXSL | Blackstone Secured Lending Fund | $617,351 | 0.1% | +21% | — |
| 149 | — | VANGUARD INDEX FDS | $612,364 | 0.1% | +4% | — |
| 150 | — | ISHARES TR | $608,791 | 0.1% | +0% | — |
| 151 |  $YUM | YUM BRANDS INC | $605,785 | 0.1% | -0% | 71.7 |
| 152 | — | ISHARES TR | $601,420 | 0.1% | -30% | — |
| 153 | — | SPDR SERIES TRUST | $600,883 | 0.1% | -57% | — |
| 154 |  $VRT | Vertiv Holdings Co | $600,789 | 0.1% | -17% | 82.7 |
| 155 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $598,051 | 0.1% | +24% | 70.9 |
| 156 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $562,502 | 0.1% | -3% | — |
| 157 | — | J P MORGAN EXCHANGE TRADED F | $549,380 | 0.1% | +0% | — |
| 158 |  $APH | AMPHENOL CORP /DE/ | $536,608 | 0.1% | -13% | 80.5 |
| 159 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $518,695 | 0.1% | +0% | — |
| 160 | — | VANGUARD WORLD FD | $518,398 | 0.1% | +1% | — |
| 161 | — | ISHARES TR | $511,761 | 0.1% | +6% | — |
| 162 | — | SELECT SECTOR SPDR TR | $511,705 | 0.1% | -19% | — |
| 163 |  $CSX | CSX CORP | $511,565 | 0.1% | +3% | 66.4 |
| 164 |  $CMI | CUMMINS INC | $508,967 | 0.1% | +25% | 58.9 |
| 165 |  $ORLY | O REILLY AUTOMOTIVE INC | $486,628 | 0.1% | +50% | 72.7 |
| 166 |  $AKAM | AKAMAI TECHNOLOGIES INC | $483,606 | 0.1% | +0% | 62 |
| 167 |  $UPS | UNITED PARCEL SERVICE INC | $477,434 | 0.1% | +5% | 58.2 |
| 168 |  $EXC | EXELON CORP | $468,651 | 0.1% | +17% | 63.9 |
| 169 |  $ETR | ENTERGY CORP /DE/ | $468,054 | 0.1% | +1% | 65.1 |
| 170 |  $CRM | Salesforce, Inc. | $460,850 | 0.1% | +5% | 75.2 |
| 171 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $457,585 | 0.1% | -4% | 70.8 |
| 172 |  $ISRG | INTUITIVE SURGICAL INC | $457,150 | 0.1% | +21% | 81.4 |
| 173 |  $GILD | GILEAD SCIENCES, INC. | $456,994 | 0.1% | +22% | 77.8 |
| 174 |  $NVS | NOVARTIS AG | $455,819 | 0.1% | +0% | — |
| 175 |  $ON | ON SEMICONDUCTOR CORP | $454,988 | 0.1% | -0% | 42.4 |
| 176 |  $TGT | TARGET CORP | $450,849 | 0.1% | +3% | 53.1 |
| 177 |  $C | CITIGROUP INC | $441,226 | 0.1% | +97% | 54.8 |
| 178 |  $CVS | CVS HEALTH Corp | $437,802 | 0.1% | +47% | 51.3 |
| 179 |  $BLK | BlackRock, Inc. | $423,639 | 0.1% | -1% | 70.3 |
| 180 |  $SHOP | SHOPIFY INC. | $419,440 | 0.1% | -6% | — |
| 181 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $416,877 | 0.1% | -0% | — |
| 182 |  $CPER | United States Commodity Index Funds Trust | $416,214 | 0.1% | +86% | — |
| 183 |  $MO | ALTRIA GROUP, INC. | $409,295 | 0.1% | -27% | 72.1 |
| 184 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $401,554 | 0.1% | +33% | 70.4 |
| 185 | — | ISHARES TR | $397,190 | 0.1% | +0% | — |
| 186 | — | FIRST TR EXCH TRADED FD III | $394,924 | 0.1% | +33% | — |
| 187 |  $MPC | Marathon Petroleum Corp | $393,130 | 0.1% | +16% | 50.7 |
| 188 | — | SPDR SERIES TRUST | $379,002 | 0.1% | +0% | — |
| 189 |  $SO | SOUTHERN CO | $377,381 | 0.1% | +22% | 65.1 |
| 190 |  $KKR | KKR & Co. Inc. | $373,608 | 0.1% | +33% | 49.8 |
| 191 |  $MU | MICRON TECHNOLOGY INC | $373,313 | 0.1% | NEW | 88.4 |
| 192 |  $AMD | ADVANCED MICRO DEVICES INC | $368,973 | 0.1% | +28% | 78.8 |
| 193 |  $SHW | SHERWIN WILLIAMS CO | $366,494 | 0.1% | NEW | 65.3 |
| 194 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $366,326 | 0.1% | +21% | — |
| 195 |  $MDLZ | Mondelez International, Inc. | $365,726 | 0.1% | +37% | 53.9 |
| 196 |  $SLV | iShares Silver Trust | $362,550 | 0.1% | NEW | — |
| 197 | — | FIRST TR EXCHANGE-TRADED FD | $359,908 | 0.1% | +0% | — |
| 198 | — | PRINCIPAL EXCHANGE TRADED FD | $357,580 | 0.1% | +0% | — |
| 199 |  $CEG | Constellation Energy Corp | $356,420 | 0.1% | -9% | 62.5 |
| 200 |  $TFC | TRUIST FINANCIAL CORP | $353,077 | 0.1% | +22% | — |
| 201 |  $CRWD | CrowdStrike Holdings, Inc. | $351,813 | 0.1% | +80% | 55 |
| 202 | — | VANGUARD BD INDEX FDS | $347,654 | 0.1% | -52% | — |
| 203 |  $DHR | DANAHER CORP /DE/ | $343,366 | 0.1% | +58% | 63.9 |
| 204 |  $BKH | BLACK HILLS CORP /SD/ | $343,232 | 0.1% | +0% | 53.1 |
| 205 | — | SELECT SECTOR SPDR TR | $340,367 | 0.1% | -46% | — |
| 206 |  $CI | Cigna Group | $336,105 | 0.1% | NEW | 66.8 |
| 207 |  $SSB | SouthState Bank Corp | $336,033 | 0.1% | NEW | — |
| 208 |  $PPG | PPG INDUSTRIES INC | $334,428 | 0.1% | NEW | 57.1 |
| 209 | — | VANGUARD INDEX FDS | $334,209 | 0.1% | -7% | — |
| 210 |  $GD | GENERAL DYNAMICS CORP | $332,888 | 0.1% | NEW | 73 |
| 211 |  $ADP | AUTOMATIC DATA PROCESSING INC | $327,738 | 0.1% | +2% | 77.9 |
| 212 |  $KMI | KINDER MORGAN, INC. | $327,559 | 0.1% | +7% | 74.6 |
| 213 |  $NSC | NORFOLK SOUTHERN CORP | $327,043 | 0.1% | -3% | 70.8 |
| 214 | — | VANGUARD WHITEHALL FDS | $326,730 | 0.1% | -84% | — |
| 215 |  $MNST | Monster Beverage Corp | $326,070 | 0.1% | NEW | 77 |
| 216 |  $KHC | Kraft Heinz Co | $325,788 | 0.1% | NEW | 42.5 |
| 217 |  $TMUS | T-Mobile US, Inc. | $325,547 | 0.1% | +44% | 72.7 |
| 218 |  $CRMT | AMERICAS CARMART INC | $323,342 | 0.1% | +25% | 40 |
| 219 |  $ACN | Accenture plc | $322,005 | 0.1% | -22% | — |
| 220 |  $ILMN | ILLUMINA, INC. | $317,025 | 0.1% | +17% | 62.5 |
| 221 | — | ISHARES TR | $315,920 | 0.1% | -2% | — |
| 222 |  $ABNB | Airbnb, Inc. | $314,311 | 0.1% | NEW | 70.1 |
| 223 | — | SPDR SERIES TRUST | $312,026 | 0.1% | -4% | — |
| 224 |  $SPG | SIMON PROPERTY GROUP INC. | $311,132 | 0.1% | +1% | 76.9 |
| 225 |  $TSAT | Telesat Corp | $309,546 | 0.1% | +0% | — |
| 226 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $309,166 | 0.1% | NEW | 69.4 |
| 227 |  $RF | REGIONS FINANCIAL CORP | $308,686 | 0.1% | NEW | — |
| 228 |  $ABCB | Ameris Bancorp | $307,359 | 0.1% | NEW | — |
| 229 |  $HDB | HDFC BANK LTD | $299,778 | 0.1% | +2% | — |
| 230 |  $EQR | EQUITY RESIDENTIAL | $296,756 | 0.1% | -6% | — |
| 231 |  $LNG | Cheniere Energy, Inc. | $289,694 | 0.1% | NEW | 48.4 |
| 232 | $DISCALL | Walt Disney Co | $289,140 | — | NEW | 68.9 |
| 233 |  $NVO | NOVO NORDISK A S | $288,929 | 0.1% | +0% | — |
| 234 | — | PACER FDS TR | $287,168 | 0.1% | +0% | — |
| 235 | — | VANECK ETF TRUST | $286,504 | 0.1% | +0% | — |
| 236 |  $ADBE | ADOBE INC. | $286,174 | 0.1% | +90% | 80.4 |
| 237 |  $CLH | CLEAN HARBORS INC | $283,576 | 0.1% | NEW | 56.3 |
| 238 |  $ENB | ENBRIDGE INC | $283,461 | 0.1% | -0% | — |
| 239 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $283,150 | 0.1% | +53% | 74.4 |
| 240 |  $QCOM | QUALCOMM INC/DE | $282,919 | 0.1% | NEW | 81.9 |
| 241 | — | FIRST TR EXCHANGE TRADED FD | $282,576 | 0.1% | +5% | — |
| 242 |  $ROST | ROSS STORES, INC. | $280,922 | 0.1% | NEW | 71.5 |
| 243 |  $CAH | CARDINAL HEALTH INC | $280,831 | 0.1% | NEW | 58.6 |
| 244 | — | ISHARES TR | $274,926 | 0.1% | +19% | — |
| 245 |  $MRVL | Marvell Technology, Inc. | $274,423 | 0.1% | +8% | 77.3 |
| 246 |  $SYK | STRYKER CORP | $273,836 | 0.1% | +8% | 69.8 |
| 247 |  $LAMR | LAMAR ADVERTISING CO/NEW | $273,459 | 0.1% | NEW | 67.8 |
| 248 |  $CCZ | COMCAST CORP | $268,688 | 0.1% | NEW | 70.4 |
| 249 |  $MSI | Motorola Solutions, Inc. | $267,326 | 0.1% | NEW | 73.8 |
| 250 |  $GEN | Gen Digital Inc. | $266,388 | 0.1% | +12% | 67.7 |
| 251 |  $NOW | ServiceNow, Inc. | $265,662 | 0.1% | NEW | 76 |
| 252 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $265,554 | 0.1% | NEW | 52.1 |
| 253 |  $TXG | 10x Genomics, Inc. | $265,205 | 0.1% | NEW | 44.1 |
| 254 |  $USB | US BANCORP DE | $264,679 | 0.1% | NEW | 71.4 |
| 255 |  $ESS | ESSEX PROPERTY TRUST, INC. | $263,780 | 0.1% | NEW | 59.3 |
| 256 |  $CF | CF Industries Holdings, Inc. | $261,887 | 0.1% | NEW | 76.8 |
| 257 |  $NU | Nu Holdings Ltd. | $259,091 | 0.1% | +0% | — |
| 258 |  $AMP | AMERIPRISE FINANCIAL INC | $258,641 | 0.1% | +19% | 70.2 |
| 259 |  $FNGR | FingerMotion, Inc. | $258,345 | 0.1% | +55% | 14.1 |
| 260 |  $PFH | PRUDENTIAL FINANCIAL INC | $258,281 | 0.1% | +36% | 58.6 |
| 261 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $257,568 | 0.1% | NEW | — |
| 262 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $255,353 | 0.1% | NEW | 63.7 |
| 263 | — | ISHARES TR | $254,931 | 0.1% | -50% | — |
| 264 | — | ISHARES TR | $252,004 | 0.1% | +0% | — |
| 265 | — | ISHARES INC | $249,626 | 0.1% | NEW | — |
| 266 |  $DLTR | DOLLAR TREE, INC. | $246,288 | 0.1% | NEW | 53.2 |
| 267 |  $INTC | INTEL CORP | $245,646 | 0.1% | -2% | 41.5 |
| 268 |  $KR | KROGER CO | $245,590 | 0.1% | NEW | 51.1 |
| 269 |  $__PARK_1390777 | Bank of New York Mellon Corp | $245,525 | 0.1% | NEW | 36.7 |
| 270 |  $NUE | NUCOR CORP | $245,424 | 0.1% | NEW | 58.9 |
| 271 |  $INGR | Ingredion Inc | $244,810 | 0.1% | NEW | 58.3 |
| 272 | — | ISHARES TR | $244,637 | 0.1% | -69% | — |
| 273 |  $EW | Edwards Lifesciences Corp | $243,924 | 0.1% | NEW | 67.6 |
| 274 |  $DRVN | Driven Brands Holdings Inc. | $239,590 | 0.1% | +0% | 52.8 |
| 275 | — | ISHARES TR | $239,237 | 0.1% | +0% | — |
| 276 |  $PAGP | PLAINS GP HOLDINGS LP | $238,776 | 0.1% | NEW | 52.9 |
| 277 |  $IQV | IQVIA HOLDINGS INC. | $238,756 | 0.1% | +34% | 59.7 |
| 278 |  $UL | UNILEVER PLC | $238,419 | 0.1% | -2% | — |
| 279 | — | VANGUARD WORLD FD | $234,975 | 0.1% | +40% | — |
| 280 |  $EIX | EDISON INTERNATIONAL | $232,354 | 0.0% | NEW | 70.7 |
| 281 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $232,186 | 0.0% | NEW | — |
| 282 |  $CTAS | CINTAS CORP | $232,060 | 0.0% | NEW | 76.3 |
| 283 |  $ASML | ASML HOLDING NV | $231,145 | 0.0% | NEW | — |
| 284 |  $SNPS | SYNOPSYS INC | $230,355 | 0.0% | NEW | 63.1 |
| 285 | — | ISHARES TR | $229,095 | 0.0% | +6% | — |
| 286 |  $DDS | DILLARD'S, INC. | $228,844 | 0.0% | +0% | 67.7 |
| 287 |  $MS | MORGAN STANLEY | $226,559 | 0.0% | NEW | — |
| 288 |  $MTCH | Match Group, Inc. | $226,210 | 0.0% | NEW | 66.4 |
| 289 |  $WCC | WESCO INTERNATIONAL INC | $226,010 | 0.0% | NEW | 55.4 |
| 290 |  $FCX | FREEPORT-MCMORAN INC | $225,658 | 0.0% | NEW | 73.1 |
| 291 |  $AMT | AMERICAN TOWER CORP /MA/ | $225,225 | 0.0% | -1% | 69.8 |
| 292 |  $WBS | WEBSTER FINANCIAL CORP | $223,057 | 0.0% | -9% | 60.2 |
| 293 |  $CRUS | CIRRUS LOGIC, INC. | $223,004 | 0.0% | NEW | 75.3 |
| 294 |  $FDX | FEDEX CORP | $222,801 | 0.0% | NEW | 60.3 |
| 295 |  $ITW | ILLINOIS TOOL WORKS INC | $222,548 | 0.0% | NEW | 71.2 |
| 296 |  $AAAU | Goldman Sachs Physical Gold ETF | $221,943 | 0.0% | NEW | — |
| 297 |  $GIII | G III APPAREL GROUP LTD /DE/ | $221,600 | 0.0% | +0% | — |
| 298 | — | AB ACTIVE ETFS INC | $221,598 | 0.0% | -83% | — |
| 299 |  $BIIB | BIOGEN INC. | $220,179 | 0.0% | NEW | 65.6 |
| 300 |  $MAS | MASCO CORP /DE/ | $219,807 | 0.0% | NEW | 59.9 |
| 301 |  $DELL | Dell Technologies Inc. | $219,278 | 0.0% | NEW | 76 |
| 302 |  $ITT | ITT INC. | $218,919 | 0.0% | NEW | 63.1 |
| 303 |  $NWSA | NEWS CORP | $217,315 | 0.0% | NEW | 62.4 |
| 304 |  $IRM | IRON MOUNTAIN INC | $216,546 | 0.0% | NEW | 50.7 |
| 305 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $213,447 | 0.0% | NEW | 63.2 |
| 306 |  $CCK | CROWN HOLDINGS, INC. | $212,330 | 0.0% | NEW | 61.9 |
| 307 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $211,145 | 0.0% | NEW | 69.5 |
| 308 |  $EGP | EASTGROUP PROPERTIES INC | $210,077 | 0.0% | NEW | 72.4 |
| 309 |  $GPC | GENUINE PARTS CO | $209,536 | 0.0% | NEW | 54.2 |
| 310 |  $ELV | Elevance Health, Inc. | $209,316 | 0.0% | NEW | 59.4 |
| 311 |  $ADSK | Autodesk, Inc. | $208,278 | 0.0% | NEW | 76.4 |
| 312 |  $PGR | PROGRESSIVE CORP/OH/ | $207,161 | 0.0% | NEW | 83.6 |
| 313 |  $RL | RALPH LAUREN CORP | $205,362 | 0.0% | NEW | 76.6 |
| 314 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $204,758 | 0.0% | +6% | 64.6 |
| 315 |  $WTFC | WINTRUST FINANCIAL CORP | $204,659 | 0.0% | NEW | 34.1 |
| 316 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $204,373 | 0.0% | NEW | 42.4 |
| 317 |  $CW | CURTISS WRIGHT CORP | $204,336 | 0.0% | NEW | 70.7 |
| 318 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $203,461 | 0.0% | -1% | — |
| 319 |  $DG | DOLLAR GENERAL CORP | $202,870 | 0.0% | NEW | 60.4 |
| 320 |  $ES | EVERSOURCE ENERGY | $202,779 | 0.0% | NEW | 67 |
| 321 |  $DT | Dynatrace, Inc. | $202,539 | 0.0% | NEW | 77.6 |
| 322 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $202,262 | 0.0% | NEW | 66.5 |
| 323 |  $NNN | NNN REIT, INC. | $202,122 | 0.0% | NEW | 67.9 |
| 324 |  $LOW | LOWES COMPANIES INC | $201,783 | 0.0% | NEW | 63.5 |
| 325 |  $FTNT | Fortinet, Inc. | $201,701 | 0.0% | NEW | 78.1 |
| 326 |  $TSN | TYSON FOODS, INC. | $200,988 | 0.0% | NEW | 51.9 |
| 327 |  $EBAY | EBAY INC | $200,881 | 0.0% | NEW | 69.3 |
| 328 |  $FOX | Fox Corp | $200,612 | 0.0% | NEW | 65.1 |
| 329 | — | STATE STR SPDR DOW JONES IND | $200,098 | 0.0% | +0% | — |
| 330 |  $QNTM | Quantum Biopharma Ltd. | $198,590 | 0.0% | NEW | — |
| 331 |  $CAG | CONAGRA BRANDS INC. | $173,706 | 0.0% | NEW | 48.2 |
| 332 |  $LYG | Lloyds Banking Group plc | $168,449 | 0.0% | -0% | — |
| 333 |  $WULF | TERAWULF INC. | $151,226 | 0.0% | +1% | 25.2 |
| 334 |  $F | FORD MOTOR CO | $124,289 | 0.0% | NEW | 58.5 |
| 335 |  $CGEN | COMPUGEN LTD | $117,150 | 0.0% | +10% | — |
| 336 |  $FLO | FLOWERS FOODS INC | $111,557 | 0.0% | NEW | 57.2 |
| 337 |  $BZAI | Blaize Holdings, Inc. | $107,986 | 0.0% | +0% | 5.2 |
| 338 | — | PUTNAM ETF TRUST | $81,571 | 0.0% | -11% | — |
| 339 |  $ENVX | Enovix Corp | $51,800 | 0.0% | +0% | 25.2 |
| 340 |  $MLGO | MicroAlgo Inc. | $51,504 | 0.0% | +0% | — |
| 341 |  $LAB | STANDARD BIOTOOLS INC. | $22,983 | 0.0% | NEW | 38.8 |
| 342 |  $MVST | Microvast Holdings, Inc. | $22,500 | 0.0% | +0% | 50.3 |
| 343 |  $WIMI | WiMi Hologram Cloud Inc. | $19,200 | 0.0% | +0% | — |
| 344 |  $GERN | GERON CORP | $15,049 | 0.0% | +0% | — |
New Positions (85)
ETF SER SOLUTIONS$1.0M
$MU MICRON TECHNOLOGY INC$373,313$SHW SHERWIN WILLIAMS CO$366,494$SLV iShares Silver Trust$362,550$CI Cigna Group$336,105$SSB SouthState Bank Corp$336,033$PPG PPG INDUSTRIES INC$334,428$GD GENERAL DYNAMICS CORP$332,888$MNST Monster Beverage Corp$326,070$KHC Kraft Heinz Co$325,788$ABNB Airbnb, Inc.$314,311$HBAN HUNTINGTON BANCSHARES INC /MD/$309,166$RF REGIONS FINANCIAL CORP$308,686$ABCB Ameris Bancorp$307,359$LNG Cheniere Energy, Inc.$289,694
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