F/M Investments LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1834499
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
333
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
F/M Investments LLC disclosed 333 positions worth $1.5B in its Form 13F-HR for Q1 2026, followed by $GOOG and $AVGO. During the quarter the fund opened 21 new positions and exited 107 and a full exit from $HURN. The portfolio is most concentrated in Technology (29.3% of disclosed assets). All figures are sourced directly from F/M Investments LLC’s Form 13F-HR filing with the SEC under CIK 1834499.
AI Fund Analysis
Concentrating
$GOOG4.2% weight
Held 9 quarters
$AVGO3.8% weight
Held 9 quarters
$AAPL3.8% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
3.6% weight
Held 8 quarters
$NVDA3.3% weight
Held 9 quarters
VANGUARD BD INDEX FDS
6 quarters accumulating
$UTHR5 quarters accumulating
$QQQ4 quarters accumulating
ISHARES TR
3 quarters accumulating
SELECT SECTOR SPDR TR
3 quarters accumulating
Sector Allocation
TechnologyOtherHealthcareConsumer DiscretionaryIndustrialsFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$128.2M3,036,000 sh- 80.2#45
Quality
$63.6M221,268 sh - 86.4#9
Quality
$57.8M186,777 sh - 76.1
Quality
$57.1M225,027 sh VANGUARD INTL EQUITY INDEX F
—Quality
$54.2M721,102 sh- 90.2
Quality
$49.3M282,750 sh - 83.7
Quality
$47.5M128,333 sh RBB FD INC
—Quality
$45.4M911,142 sh- 74.6
Quality
$42.8M205,274 sh RBB FD INC
—Quality
$32.7M637,227 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $128.2M | 3,036,000 |
| Alphabet Inc.$GOOG | 80.2#45 | $63.6M | 221,268 |
| Broadcom Inc.$AVGO | 86.4#9 | $57.8M | 186,777 |
| Apple Inc.$AAPL | 76.1 | $57.1M | 225,027 |
| VANGUARD INTL EQUITY INDEX F | — | $54.2M | 721,102 |
| NVIDIA CORP$NVDA | 90.2 | $49.3M | 282,750 |
 MICROSOFT CORP$MSFT | 83.7 | $47.5M | 128,333 |
| RBB FD INC | — | $45.4M | 911,142 |
 AMAZON COM INC$AMZN | 74.6 | $42.8M | 205,274 |
| RBB FD INC | — | $32.7M | 637,227 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of F/M Investments LLC's 333 positions.
Showing top 10 of 333 holdings.
Sector Allocation
Technology
$440.7M
Other
$416.0M
Healthcare
$206.2M
Consumer Discretionary
$146.9M
Industrials
$102.3M
Financials
$92.5M
Energy
$38.1M
Utilities
$23.0M
Full Holdings — F/M Investments LLC (Q1 2026)
All 333 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 | — | DIMENSIONAL ETF TRUST | $128.2M | 8.5% | NEW | — |
| 2 | $GOOG | Alphabet Inc. | $63.6M | 4.2% | -39% | 80.2 |
| 3 | $AVGO | Broadcom Inc. | $57.8M | 3.8% | -30% | 86.4 |
| 4 | $AAPL | Apple Inc. | $57.1M | 3.8% | -48% | 76.1 |
| 5 | — | VANGUARD INTL EQUITY INDEX F | $54.2M | 3.6% | +467% | — |
| 6 | $NVDA | NVIDIA CORP | $49.3M | 3.3% | -53% | 90.2 |
| 7 | $MSFT | MICROSOFT CORP | $47.5M | 3.1% | -42% | 83.7 |
| 8 | — | RBB FD INC | $45.4M | 3.0% | +14% | — |
| 9 | $AMZN | AMAZON COM INC | $42.8M | 2.8% | -39% | 74.6 |
| 10 | — | RBB FD INC | $32.7M | 2.2% | +3% | — |
| 11 |  $META | Meta Platforms, Inc. | $31.6M | 2.1% | -36% | 80.9 |
| 12 | — | RBB FD INC | $26.3M | 1.8% | -5% | — |
| 13 |  $MA | Mastercard Inc | $25.8M | 1.7% | -38% | 81.7 |
| 14 |  $LLY | ELI LILLY & Co | $22.3M | 1.5% | -35% | 89.3 |
| 15 |  $PANW | Palo Alto Networks Inc | $20.5M | 1.4% | -27% | 66.5 |
| 16 |  $HD | HOME DEPOT, INC. | $20.0M | 1.3% | -28% | 69.2 |
| 17 | — | RBB FD INC | $18.5M | 1.2% | -1% | — |
| 18 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $17.4M | 1.1% | -8% | 60.5 |
| 19 |  $V | VISA INC. | $17.0M | 1.1% | -50% | 83.5 |
| 20 |  $ISRG | INTUITIVE SURGICAL INC | $16.3M | 1.1% | -9% | 81.4 |
| 21 |  $HON | HONEYWELL INTERNATIONAL INC | $15.9M | 1.1% | -7% | 65.7 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $15.0M | 1.0% | -31% | 67 |
| 23 |  $IDXX | IDEXX LABORATORIES INC /DE | $14.9M | 1.0% | -0% | 73.6 |
| 24 | — | RBB FD INC | $14.5M | 1.0% | -24% | — |
| 25 |  $NOW | ServiceNow, Inc. | $14.0M | 0.9% | -9% | 76 |
| 26 |  $ADSK | Autodesk, Inc. | $13.6M | 0.9% | -2% | 76.4 |
| 27 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $13.4M | 0.9% | -24% | 75.1 |
| 28 |  $ULTA | Ulta Beauty, Inc. | $13.4M | 0.9% | +1% | 66.6 |
| 29 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $12.4M | 0.8% | -0% | 65.9 |
| 30 |  $JPM | JPMORGAN CHASE & CO | $12.2M | 0.8% | -60% | 35.6 |
| 31 |  $WM | WASTE MANAGEMENT INC | $12.1M | 0.8% | -19% | 70.7 |
| 32 |  $CAT | CATERPILLAR INC | $11.9M | 0.8% | -16% | 67.8 |
| 33 |  $INTU | INTUIT INC. | $11.6M | 0.8% | -5% | 82 |
| 34 |  $ETN | Eaton Corp plc | $11.4M | 0.8% | -41% | — |
| 35 | — | VANGUARD INDEX FDS | $10.4M | 0.7% | -16% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F | $10.4M | 0.7% | -0% | — |
| 37 |  $J | JACOBS SOLUTIONS INC. | $9.9M | 0.7% | +2% | 47.7 |
| 38 |  $ORLY | O REILLY AUTOMOTIVE INC | $9.8M | 0.7% | -1% | 72.7 |
| 39 |  $ABT | ABBOTT LABORATORIES | $9.7M | 0.6% | -2% | 67 |
| 40 |  $JNJ | JOHNSON & JOHNSON | $9.6M | 0.6% | -45% | 72.8 |
| 41 |  $ROK | ROCKWELL AUTOMATION, INC | $9.3M | 0.6% | NEW | 68.2 |
| 42 |  $ANET | Arista Networks, Inc. | $9.2M | 0.6% | +3126% | 86 |
| 43 | — | RBB FD INC | $9.1M | 0.6% | -19% | — |
| 44 |  $CVX | CHEVRON CORP | $8.8M | 0.6% | -39% | 54.7 |
| 45 |  $COGT | Cogent Biosciences, Inc. | $8.7M | 0.6% | -4% | — |
| 46 |  $JCI | Johnson Controls International plc | $8.7M | 0.6% | -2% | — |
| 47 |  $XOM | EXXON MOBIL CORP | $8.3M | 0.6% | -2% | 61.8 |
| 48 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $8.2M | 0.5% | +63% | 72.9 |
| 49 |  $SPY | SPDR S&P 500 ETF TRUST | $7.8M | 0.5% | -20% | — |
| 50 | — | ISHARES TR | $7.4M | 0.5% | -17% | — |
| 51 |  $XYL | Xylem Inc. | $7.2M | 0.5% | +1% | 65.6 |
| 52 |  $LIVN | LivaNova PLC | $7.2M | 0.5% | -2% | — |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $6.3M | 0.4% | -68% | 72.3 |
| 54 |  $RTX | RTX Corp | $6.2M | 0.4% | -64% | 70 |
| 55 |  $BX | Blackstone Inc. | $6.0M | 0.4% | -24% | 68 |
| 56 |  $LMT | LOCKHEED MARTIN CORP | $5.6M | 0.4% | -2% | 65 |
| 57 |  $ORCL | ORACLE CORP | $5.5M | 0.4% | -38% | 67.2 |
| 58 |  $TJX | TJX COMPANIES INC /DE/ | $5.5M | 0.4% | -0% | 70.7 |
| 59 |  $ABBV | AbbVie Inc. | $5.4M | 0.4% | -61% | 59.3 |
| 60 |  $UNP | UNION PACIFIC CORP | $5.1M | 0.3% | -1% | 74 |
| 61 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.1M | 0.3% | -0% | 66.4 |
| 62 |  $ECL | ECOLAB INC. | $5.1M | 0.3% | +0% | 64.3 |
| 63 |  $SYRE | Spyre Therapeutics, Inc. | $5.0M | 0.3% | -4% | — |
| 64 |  $GH | Guardant Health, Inc. | $5.0M | 0.3% | -7% | 36.1 |
| 65 | $UTHR | UNITED THERAPEUTICS Corp | $5.0M | 0.3% | +10% | 80.1 |
| 66 |  $TVTX | Travere Therapeutics, Inc. | $4.9M | 0.3% | -2% | 39.2 |
| 67 |  $NUE | NUCOR CORP | $4.8M | 0.3% | -0% | 58.9 |
| 68 |  $HCA | HCA Healthcare, Inc. | $4.7M | 0.3% | -2% | 70.5 |
| 69 |  $MIRM | Mirum Pharmaceuticals, Inc. | $4.7M | 0.3% | -4% | 32.7 |
| 70 | — | VANGUARD ADMIRAL FDS INC | $4.6M | 0.3% | +0% | — |
| 71 |  $KALV | KalVista Pharmaceuticals, Inc. | $4.6M | 0.3% | -4% | 25.9 |
| 72 |  $WMT | Walmart Inc. | $4.5M | 0.3% | -63% | 63.2 |
| 73 |  $NKTR | NEKTAR THERAPEUTICS | $4.4M | 0.3% | +5% | 10.2 |
| 74 | — | RBB FD INC | $4.4M | 0.3% | -7% | — |
| 75 |  $BBIO | BridgeBio Pharma, Inc. | $4.1M | 0.3% | +7% | 31.7 |
| 76 |  $TMDX | TransMedics Group, Inc. | $4.0M | 0.3% | -39% | 70.1 |
| 77 |  $NEE | NEXTERA ENERGY INC | $3.9M | 0.3% | -0% | 71.7 |
| 78 |  $TXN | TEXAS INSTRUMENTS INC | $3.7M | 0.3% | -27% | 70.4 |
| 79 |  $SVRA | Savara Inc | $3.6M | 0.2% | -4% | — |
| 80 | — | NORTHERN LTS FD TR III | $3.5M | 0.2% | NEW | — |
| 81 | — | RBB FD INC | $3.5M | 0.2% | +288% | — |
| 82 |  $BLK | BlackRock, Inc. | $3.3M | 0.2% | -20% | 70.3 |
| 83 | — | RBB FD INC | $3.2M | 0.2% | -67% | — |
| 84 |  $MS | MORGAN STANLEY | $3.2M | 0.2% | -77% | — |
| 85 | — | VANGUARD SCOTTSDALE FDS | $3.1M | 0.2% | +9% | — |
| 86 |  $SYK | STRYKER CORP | $3.1M | 0.2% | +4% | 69.8 |
| 87 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.9M | 0.2% | -70% | 70.9 |
| 88 |  $TRVI | Trevi Therapeutics, Inc. | $2.8M | 0.2% | -4% | — |
| 89 | — | ISHARES TR | $2.7M | 0.2% | -84% | — |
| 90 |  $PG | PROCTER & GAMBLE Co | $2.6M | 0.2% | -75% | 72.9 |
| 91 |  $ICUI | ICU MEDICAL INC/DE | $2.6M | 0.2% | -56% | 40.5 |
| 92 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.2% | -80% | 66.7 |
| 93 |  $SYY | SYSCO CORP | $2.5M | 0.2% | -0% | 58.4 |
| 94 |  $MDT | Medtronic plc | $2.4M | 0.2% | -72% | — |
| 95 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.2% | -44% | 68.4 |
| 96 |  $GOOGL | Alphabet Inc. | $2.3M | 0.1% | -33% | 80.2 |
| 97 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2.2M | 0.1% | -77% | 69.5 |
| 98 |  $AXSM | Axsome Therapeutics, Inc. | $2.2M | 0.1% | -68% | 36.6 |
| 99 |  $TSLA | Tesla, Inc. | $2.2M | 0.1% | -79% | 50.1 |
| 100 | — | RBB FD INC | $2.2M | 0.1% | -70% | — |
| 101 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 0.1% | +0% | — |
| 102 |  $ETR | ENTERGY CORP /DE/ | $2.2M | 0.1% | -79% | 65.1 |
| 103 |  $PFE | PFIZER INC | $2.1M | 0.1% | -74% | 69 |
| 104 |  $MET | METLIFE INC | $2.1M | 0.1% | -44% | 73.9 |
| 105 |  $CORT | CORCEPT THERAPEUTICS INC | $2.1M | 0.1% | -22% | 55.4 |
| 106 |  $CYTK | CYTOKINETICS INC | $2.0M | 0.1% | NEW | 28 |
| 107 |  $UNH | UNITEDHEALTH GROUP INC | $1.9M | 0.1% | -76% | 66.8 |
| 108 |  $FANG | Diamondback Energy, Inc. | $1.9M | 0.1% | -81% | 81.4 |
| 109 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.1% | -84% | 71.6 |
| 110 |  $FAST | FASTENAL CO | $1.9M | 0.1% | -20% | 73.5 |
| 111 |  $TSN | TYSON FOODS, INC. | $1.9M | 0.1% | -78% | 51.9 |
| 112 |  $LRCX | LAM RESEARCH CORP | $1.8M | 0.1% | -86% | 82.4 |
| 113 |  $FDX | FEDEX CORP | $1.8M | 0.1% | -31% | 60.3 |
| 114 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $1.7M | 0.1% | NEW | — |
| 115 |  $PEP | PEPSICO INC | $1.7M | 0.1% | -2% | 62.7 |
| 116 |  $AMGN | AMGEN INC | $1.7M | 0.1% | -72% | 79.5 |
| 117 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | -16% | — |
| 118 |  $SBUX | STARBUCKS CORP | $1.7M | 0.1% | +1% | 54.6 |
| 119 |  $PWR | QUANTA SERVICES, INC. | $1.7M | 0.1% | -83% | 62.6 |
| 120 |  $CBLL | Ceribell, Inc. | $1.6M | 0.1% | -4% | 32.1 |
| 121 |  $ITGR | Integer Holdings Corp | $1.6M | 0.1% | -72% | 50.2 |
| 122 |  $COLL | COLLEGIUM PHARMACEUTICAL, INC | $1.6M | 0.1% | -4% | 60.8 |
| 123 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.1% | +14% | 64.5 |
| 124 |  $VLO | VALERO ENERGY CORP/TX | $1.6M | 0.1% | -46% | 51.4 |
| 125 |  $SHEL | Shell plc | $1.5M | 0.1% | -48% | — |
| 126 |  $ET | Energy Transfer LP | $1.5M | 0.1% | +0% | 64.5 |
| 127 |  $WFC | WELLS FARGO & COMPANY/MN | $1.5M | 0.1% | -48% | — |
| 128 |  $CRVS | Corvus Pharmaceuticals, Inc. | $1.5M | 0.1% | NEW | — |
| 129 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | +0% | — |
| 130 |  $LIN | LINDE PLC | $1.4M | 0.1% | -45% | — |
| 131 |  $GMED | GLOBUS MEDICAL INC | $1.4M | 0.1% | -5% | 77.6 |
| 132 |  $ROST | ROSS STORES, INC. | $1.4M | 0.1% | -83% | 71.5 |
| 133 |  $FCX | FREEPORT-MCMORAN INC | $1.4M | 0.1% | -40% | 73.1 |
| 134 |  $INSM | INSMED Inc | $1.3M | 0.1% | -38% | 29.4 |
| 135 |  $KO | COCA COLA CO | $1.3M | 0.1% | -86% | 74 |
| 136 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.1% | -30% | 81.9 |
| 137 |  $BLLN | BillionToOne, Inc. | $1.3M | 0.1% | NEW | — |
| 138 |  $WAY | Waystar Holding Corp. | $1.3M | 0.1% | +237% | 71.4 |
| 139 | — | ISHARES TR | $1.3M | 0.1% | -29% | — |
| 140 |  $TRGP | Targa Resources Corp. | $1.3M | 0.1% | +0% | 70 |
| 141 |  $TGT | TARGET CORP | $1.3M | 0.1% | -46% | 53.1 |
| 142 |  $ALLY | Ally Financial Inc. | $1.3M | 0.1% | -50% | 69.3 |
| 143 |  $DRI | DARDEN RESTAURANTS INC | $1.3M | 0.1% | -78% | 68.6 |
| 144 |  $MFC | MANULIFE FINANCIAL CORP | $1.3M | 0.1% | -48% | — |
| 145 | — | PROSHARES TR | $1.3M | 0.1% | +0% | — |
| 146 |  $CL | COLGATE PALMOLIVE CO | $1.3M | 0.1% | +207% | 72.4 |
| 147 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.1% | +0% | 72 |
| 148 |  $PPL | PPL Corp | $1.2M | 0.1% | -86% | 70.3 |
| 149 | — | ISHARES TR | $1.2M | 0.1% | +5% | — |
| 150 |  $SNA | Snap-on Inc | $1.2M | 0.1% | -48% | 69.3 |
| 151 |  $XERS | Xeris Biopharma Holdings, Inc. | $1.2M | 0.1% | NEW | 45.5 |
| 152 |  $WVE | Wave Life Sciences Ltd. | $1.2M | 0.1% | -58% | — |
| 153 |  $D | DOMINION ENERGY, INC | $1.2M | 0.1% | NEW | 74.9 |
| 154 |  $IRM | IRON MOUNTAIN INC | $1.2M | 0.1% | -49% | 50.7 |
| 155 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | -88% | 86.7 |
| 156 | — | VANGUARD BD INDEX FDS | $1.1M | 0.1% | +6% | — |
| 157 |  $FE | FIRSTENERGY CORP | $1.1M | 0.1% | -48% | 61.6 |
| 158 |  $CRDO | Credo Technology Group Holding Ltd | $1.1M | 0.1% | -74% | — |
| 159 |  $BFC | Bank First Corp | $1.1M | 0.1% | -2% | — |
| 160 |  $DKS | DICK'S SPORTING GOODS, INC. | $1.1M | 0.1% | -78% | 67.9 |
| 161 |  $TTI | TETRA TECHNOLOGIES INC | $1.1M | 0.1% | +27% | 46.3 |
| 162 |  $MPC | Marathon Petroleum Corp | $1.1M | 0.1% | -87% | 50.7 |
| 163 |  $CCZ | COMCAST CORP | $1.1M | 0.1% | -49% | 70.4 |
| 164 |  $MOD | MODINE MANUFACTURING CO | $1.0M | 0.1% | -92% | 48.8 |
| 165 | — | VANGUARD INDEX FDS | $1.0M | 0.1% | +0% | — |
| 166 |  $URI | UNITED RENTALS, INC. | $998,856 | 0.1% | -86% | 70.7 |
| 167 |  $TMUS | T-Mobile US, Inc. | $985,461 | 0.1% | -48% | 72.7 |
| 168 |  $SLNO | SOLENO THERAPEUTICS INC | $982,671 | 0.1% | -2% | 46.3 |
| 169 |  $MO | ALTRIA GROUP, INC. | $938,774 | 0.1% | -46% | 72.1 |
| 170 |  $HNGE | Hinge Health, Inc. | $933,383 | 0.1% | NEW | 44.9 |
| 171 |  $LEVI | LEVI STRAUSS & CO | $919,878 | 0.1% | -48% | 58.8 |
| 172 | — | ISHARES TR | $902,850 | 0.1% | +0% | — |
| 173 |  $EGP | EASTGROUP PROPERTIES INC | $888,627 | 0.1% | -89% | 72.4 |
| 174 |  $AMD | ADVANCED MICRO DEVICES INC | $879,021 | 0.1% | -88% | 78.8 |
| 175 |  $TM | TOYOTA MOTOR CORP/ | $877,119 | 0.1% | -48% | — |
| 176 |  $GSK | GSK plc | $875,340 | 0.1% | -64% | — |
| 177 |  $LITE | Lumentum Holdings Inc. | $873,531 | 0.1% | -49% | 63.4 |
| 178 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $870,188 | 0.1% | -49% | 52.1 |
| 179 |  $CCI | CROWN CASTLE INC. | $867,903 | 0.1% | -48% | 52.9 |
| 180 |  $HAS | HASBRO, INC. | $860,933 | 0.1% | NEW | 43.1 |
| 181 |  $TWST | Twist Bioscience Corp | $848,232 | 0.1% | NEW | 33.3 |
| 182 |  $ATEC | Alphatec Holdings, Inc. | $841,960 | 0.1% | -4% | 37.7 |
| 183 |  $DLR | DIGITAL REALTY TRUST, INC. | $839,418 | 0.1% | -12% | 70.2 |
| 184 |  $KR | KROGER CO | $839,376 | 0.1% | +7% | 51.1 |
| 185 |  $RDNT | RadNet, Inc. | $832,705 | 0.1% | -4% | 51.4 |
| 186 |  $BE | Bloom Energy Corp | $824,186 | 0.1% | +15% | 54.4 |
| 187 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $822,249 | 0.1% | -27% | — |
| 188 |  $CME | CME GROUP INC. | $817,233 | 0.1% | -48% | 74.5 |
| 189 |  $LMRI | Lumexa Imaging Holdings, Inc. | $816,802 | 0.1% | NEW | — |
| 190 |  $CVS | CVS HEALTH Corp | $803,019 | 0.1% | -47% | 51.3 |
| 191 |  $WHR | WHIRLPOOL CORP /DE/ | $802,276 | 0.1% | -2% | 40.6 |
| 192 | — | ISHARES TR | $800,820 | 0.1% | -38% | — |
| 193 |  $AXP | AMERICAN EXPRESS CO | $785,843 | 0.1% | -88% | 73.2 |
| 194 | — | SPDR SERIES TRUST | $778,983 | 0.1% | -1% | — |
| 195 | — | SPDR SERIES TRUST | $776,534 | 0.1% | +0% | — |
| 196 |  $SLB | SLB LIMITED/NV | $775,526 | 0.1% | -86% | 63.2 |
| 197 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $774,538 | 0.1% | +0% | 57.4 |
| 198 |  $MRK | Merck & Co., Inc. | $772,509 | 0.1% | -82% | 70.9 |
| 199 |  $IVZ | Invesco Ltd. | $765,815 | 0.1% | -48% | — |
| 200 |  $LAMR | LAMAR ADVERTISING CO/NEW | $763,506 | 0.1% | -48% | 67.8 |
| 201 |  $EE | Excelerate Energy, Inc. | $759,035 | 0.1% | +27% | 50.2 |
| 202 |  $SEI | Solaris Energy Infrastructure, Inc. | $736,156 | 0.1% | +27% | 56.9 |
| 203 |  $ARLO | Arlo Technologies, Inc. | $718,231 | 0.1% | +55% | 57.2 |
| 204 |  $KRRO | Korro Bio, Inc. | $711,519 | 0.1% | -4% | 5.8 |
| 205 | — | ISHARES TR | $704,887 | 0.1% | -1% | — |
| 206 | — | VANGUARD SCOTTSDALE FDS | $687,350 | 0.1% | +0% | — |
| 207 |  $REG | REGENCY CENTERS CORP | $682,529 | 0.1% | -45% | 67.6 |
| 208 |  $AVAH | Aveanna Healthcare Holdings, Inc. | $681,217 | 0.1% | -4% | 59.2 |
| 209 |  $EPC | EDGEWELL PERSONAL CARE Co | $678,143 | 0.1% | -0% | 36.8 |
| 210 |  $NRG | NRG ENERGY, INC. | $673,705 | 0.0% | -49% | 59.5 |
| 211 |  $DIS | Walt Disney Co | $666,853 | 0.0% | -86% | 68.9 |
| 212 |  $CDNL | Cardinal Infrastructure Group Inc. | $657,321 | 0.0% | NEW | — |
| 213 | — | ISHARES TR | $618,802 | 0.0% | -2% | — |
| 214 |  $IDCC | InterDigital, Inc. | $613,664 | 0.0% | -89% | 76.2 |
| 215 |  $TFC | TRUIST FINANCIAL CORP | $612,045 | 0.0% | -3% | — |
| 216 | — | SELECT SECTOR SPDR TR | $608,602 | 0.0% | +9% | — |
| 217 | — | ISHARES TR | $603,967 | 0.0% | -55% | — |
| 218 |  $SPOT | Spotify Technology S.A. | $595,954 | 0.0% | -86% | — |
| 219 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $589,879 | 0.0% | -86% | 76.6 |
| 220 |  $MCD | MCDONALDS CORP | $587,082 | 0.0% | -79% | 73.9 |
| 221 |  $AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ | $578,801 | 0.0% | +27% | 68.7 |
| 222 |  $PLMR | Palomar Holdings, Inc. | $575,871 | 0.0% | -90% | 77.5 |
| 223 |  $BIIB | BIOGEN INC. | $571,440 | 0.0% | +26% | 65.6 |
| 224 |  $KLAC | KLA CORP | $566,878 | 0.0% | -2% | 84.4 |
| 225 |  $MTZ | MASTEC INC | $547,923 | 0.0% | +27% | 59.7 |
| 226 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $529,893 | 0.0% | +50% | 47.2 |
| 227 |  $ENR | ENERGIZER HOLDINGS, INC. | $525,867 | 0.0% | -0% | 57 |
| 228 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $521,914 | 0.0% | -95% | 64.2 |
| 229 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $517,684 | 0.0% | +27% | 48 |
| 230 | — | RBB FD INC | $506,639 | 0.0% | +94% | — |
| 231 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $504,130 | 0.0% | +0% | — |
| 232 |  $BWXT | BWX Technologies, Inc. | $497,933 | 0.0% | +27% | 68 |
| 233 |  $GLNG | GOLAR LNG LTD | $496,243 | 0.0% | +27% | — |
| 234 |  $VRT | Vertiv Holdings Co | $495,146 | 0.0% | -92% | 82.7 |
| 235 |  $MDB | MongoDB, Inc. | $480,484 | 0.0% | +69% | 54.6 |
| 236 | — | VANGUARD INDEX FDS | $479,186 | 0.0% | +0% | — |
| 237 |  $WTFC | WINTRUST FINANCIAL CORP | $473,709 | 0.0% | -95% | 34.1 |
| 238 | — | ISHARES TR | $466,518 | 0.0% | -23% | — |
| 239 |  $SKWD | Skyward Specialty Insurance Group, Inc. | $462,833 | 0.0% | +74% | 69.3 |
| 240 |  $PM | Philip Morris International Inc. | $459,315 | 0.0% | -19% | 80.5 |
| 241 |  $GLD | SPDR GOLD TRUST | $457,398 | 0.0% | -2% | — |
| 242 |  $MLM | MARTIN MARIETTA MATERIALS INC | $446,808 | 0.0% | +0% | 67.6 |
| 243 |  $FTAI | FTAI Aviation Ltd. | $435,120 | 0.0% | -36% | — |
| 244 |  $FICO | FAIR ISAAC CORP | $429,151 | 0.0% | NEW | 75.6 |
| 245 |  $WES | Western Midstream Partners, LP | $425,698 | 0.0% | +0% | 78.1 |
| 246 | — | ISHARES TR | $424,694 | 0.0% | -27% | — |
| 247 |  $TOL | Toll Brothers, Inc. | $419,509 | 0.0% | -90% | 68.3 |
| 248 | $WFC | WELLS FARGO & COMPANY/MN | $414,792 | 0.0% | -5% | — |
| 249 |  $GE | GENERAL ELECTRIC CO | $413,737 | 0.0% | +0% | 74.8 |
| 250 | $IVZ | Invesco Ltd. | $413,598 | 0.0% | +0% | — |
| 251 |  $MU | MICRON TECHNOLOGY INC | $404,394 | 0.0% | -2% | 88.4 |
| 252 |  $CRM | Salesforce, Inc. | $403,394 | 0.0% | -90% | 75.2 |
| 253 |  $MRCY | MERCURY SYSTEMS INC | $399,984 | 0.0% | NEW | 42.9 |
| 254 |  $SAIA | SAIA INC | $399,890 | 0.0% | -83% | 57.3 |
| 255 |  $LGND | LIGAND PHARMACEUTICALS INC | $398,684 | 0.0% | -96% | 66 |
| 256 |  $WEC | WEC ENERGY GROUP, INC. | $393,734 | 0.0% | -2% | 67 |
| 257 |  $ACAD | ACADIA PHARMACEUTICALS INC | $391,754 | 0.0% | -92% | 69.8 |
| 258 |  $BA | BOEING CO | $389,701 | 0.0% | NEW | 51.8 |
| 259 |  $BKNG | Booking Holdings Inc. | $383,139 | 0.0% | -5% | 55.3 |
| 260 |  $ADBE | ADOBE INC. | $381,879 | 0.0% | -94% | 80.4 |
| 261 |  $APH | AMPHENOL CORP /DE/ | $378,418 | 0.0% | +37% | 80.5 |
| 262 |  $PKG | PACKAGING CORP OF AMERICA | $371,985 | 0.0% | -92% | 70 |
| 263 | — | SELECT SECTOR SPDR TR | $368,943 | 0.0% | +8% | — |
| 264 |  $AMAT | APPLIED MATERIALS INC /DE | $367,424 | 0.0% | -3% | 74.8 |
| 265 |  $C | CITIGROUP INC | $364,705 | 0.0% | -95% | 54.8 |
| 266 |  $KMB | KIMBERLY CLARK CORP | $360,026 | 0.0% | -63% | 61.7 |
| 267 |  $STRL | STERLING INFRASTRUCTURE, INC. | $354,325 | 0.0% | -96% | 73.3 |
| 268 | — | SELECT SECTOR SPDR TR | $353,854 | 0.0% | +14% | — |
| 269 |  $ADP | AUTOMATIC DATA PROCESSING INC | $349,673 | 0.0% | -48% | 77.9 |
| 270 |  $MATW | MATTHEWS INTERNATIONAL CORP | $348,647 | 0.0% | +27% | 41.3 |
| 271 |  $EMR | EMERSON ELECTRIC CO | $344,845 | 0.0% | -22% | 65.9 |
| 272 | — | SELECT SECTOR SPDR TR | $338,935 | 0.0% | +10% | — |
| 273 |  $DE | DEERE & CO | $337,980 | 0.0% | -63% | 57.4 |
| 274 |  $INDI | indie Semiconductor, Inc. | $336,889 | 0.0% | +27% | 23.5 |
| 275 |  $MP | MP Materials Corp. / DE | $336,179 | 0.0% | +27% | 23.5 |
| 276 |  $DT | Dynatrace, Inc. | $335,557 | 0.0% | +0% | 77.6 |
| 277 |  $CVLT | COMMVAULT SYSTEMS INC | $331,188 | 0.0% | NEW | 58.9 |
| 278 |  $ENSG | ENSIGN GROUP, INC | $330,982 | 0.0% | -96% | 68 |
| 279 | — | VANGUARD TAX-MANAGED FDS | $322,321 | 0.0% | -99% | — |
| 280 |  $AFG | AMERICAN FINANCIAL GROUP INC | $320,041 | 0.0% | -5% | 59.9 |
| 281 |  $NEO | NEOGENOMICS INC | $319,587 | 0.0% | -4% | 34.6 |
| 282 | — | ISHARES TR | $317,906 | 0.0% | +0% | — |
| 283 |  $GEV | GE Vernova Inc. | $315,117 | 0.0% | +0% | 70.1 |
| 284 |  $ESE | ESCO TECHNOLOGIES INC | $314,853 | 0.0% | -97% | 63 |
| 285 | — | RBB FD INC | $314,238 | 0.0% | +2% | — |
| 286 |  $NVS | NOVARTIS AG | $313,138 | 0.0% | +0% | — |
| 287 |  $AZO | AUTOZONE INC | $307,378 | 0.0% | +6% | 66.5 |
| 288 |  $ASML | ASML HOLDING NV | $303,791 | 0.0% | -14% | — |
| 289 |  $HOOD | Robinhood Markets, Inc. | $302,980 | 0.0% | +110% | 75.8 |
| 290 |  $GILD | GILEAD SCIENCES, INC. | $301,477 | 0.0% | +0% | 77.8 |
| 291 |  $COF | CAPITAL ONE FINANCIAL CORP | $299,915 | 0.0% | -0% | 71 |
| 292 |  $FN | Fabrinet | $293,234 | 0.0% | -95% | 72.4 |
| 293 |  $WBS | WEBSTER FINANCIAL CORP | $289,259 | 0.0% | -37% | 60.2 |
| 294 | — | SPDR SERIES TRUST | $283,282 | 0.0% | +0% | — |
| 295 |  $ADI | ANALOG DEVICES INC | $278,373 | 0.0% | -1% | 76.2 |
| 296 |  $CTAS | CINTAS CORP | $276,375 | 0.0% | -25% | 76.3 |
| 297 |  $SHW | SHERWIN WILLIAMS CO | $274,070 | 0.0% | -10% | 65.3 |
| 298 | — | RBB FD INC | $273,124 | 0.0% | -3% | — |
| 299 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $272,621 | 0.0% | -96% | 70.6 |
| 300 |  $AVAV | AeroVironment Inc | $270,365 | 0.0% | -80% | 42.1 |
| 301 | — | RBB FD INC | $267,728 | 0.0% | -90% | — |
| 302 |  $SITM | SITIME Corp | $267,646 | 0.0% | -97% | 44.6 |
| 303 |  $U | Unity Software Inc. | $267,229 | 0.0% | NEW | 35.1 |
| 304 |  $FIX | COMFORT SYSTEMS USA INC | $256,110 | 0.0% | -70% | 79.5 |
| 305 |  $NPO | Enpro Inc. | $251,903 | 0.0% | -97% | 59.7 |
| 306 |  $ENVA | Enova International, Inc. | $248,433 | 0.0% | -96% | 76.8 |
| 307 |  $ALL | ALLSTATE CORP | $245,698 | 0.0% | +0% | 76.6 |
| 308 |  $PH | Parker-Hannifin Corp | $242,610 | 0.0% | -80% | 73.8 |
| 309 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $240,646 | 0.0% | -96% | 71.8 |
| 310 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $238,835 | 0.0% | -4% | 42.4 |
| 311 | — | VANGUARD INDEX FDS | $238,609 | 0.0% | -98% | — |
| 312 |  $MLI | MUELLER INDUSTRIES INC | $230,796 | 0.0% | -97% | 77.5 |
| 313 |  $COP | CONOCOPHILLIPS | $227,832 | 0.0% | NEW | 74.8 |
| 314 |  $CBOE | Cboe Global Markets, Inc. | $226,823 | 0.0% | -95% | 81.2 |
| 315 |  $ITW | ILLINOIS TOOL WORKS INC | $224,630 | 0.0% | +0% | 71.2 |
| 316 |  $MTDR | Matador Resources Co | $224,451 | 0.0% | -97% | 66.1 |
| 317 |  $ATI | ATI INC | $224,299 | 0.0% | -67% | 64.5 |
| 318 | — | VANGUARD INDEX FDS | $223,665 | 0.0% | +0% | — |
| 319 |  $DUK | Duke Energy CORP | $222,205 | 0.0% | -36% | 64 |
| 320 | — | SPDR SERIES TRUST | $221,736 | 0.0% | +0% | — |
| 321 |  $PLTR | Palantir Technologies Inc. | $221,201 | 0.0% | -90% | 85.8 |
| 322 |  $PATK | PATRICK INDUSTRIES INC | $220,776 | 0.0% | -96% | 56 |
| 323 | — | SELECT SECTOR SPDR TR | $220,272 | 0.0% | +0% | — |
| 324 |  $KNF | Knife River Corp | $217,653 | 0.0% | -96% | 45.8 |
| 325 |  $GEL | GENESIS ENERGY LP | $215,208 | 0.0% | +0% | 41.2 |
| 326 | — | VANECK ETF TRUST | $210,922 | 0.0% | NEW | — |
| 327 |  $VMC | Vulcan Materials CO | $207,493 | 0.0% | -95% | 66.6 |
| 328 | — | PENNYMAC CORP | $207,462 | 0.0% | +0% | — |
| 329 |  $BSX | BOSTON SCIENTIFIC CORP | $205,067 | 0.0% | -93% | 79.9 |
| 330 |  $ANIP | ANI PHARMACEUTICALS INC | $204,504 | 0.0% | -96% | 68.6 |
| 331 |  $VCTR | Victory Capital Holdings, Inc. | $201,128 | 0.0% | -97% | 75.5 |
| 332 |  $PXLW | PIXELWORKS, INC | $201,080 | 0.0% | +27% | — |
| 333 | — | GREENBRIER COS INC | $33,556 | 0.0% | +0% | — |
New Positions (21)
DIMENSIONAL ETF TRUST$128.2M
$ROK ROCKWELL AUTOMATION, INC$9.3M NORTHERN LTS FD TR III$3.5M
$CYTK CYTOKINETICS INC$2.0M$PVLA PALVELLA THERAPEUTICS, INC.$1.7M$CRVS Corvus Pharmaceuticals, Inc.$1.5M$BLLN BillionToOne, Inc.$1.3M$XERS Xeris Biopharma Holdings, Inc.$1.2M$D DOMINION ENERGY, INC$1.2M$HNGE Hinge Health, Inc.$933,383$HAS HASBRO, INC.$860,933$TWST Twist Bioscience Corp$848,232$LMRI Lumexa Imaging Holdings, Inc.$816,802$CDNL Cardinal Infrastructure Group Inc.$657,321$FICO FAIR ISAAC CORP$429,151Exited Positions (107)
$HURN Huron Consulting Group Inc.
$IESC IES Holdings, Inc.
$BDC BELDEN INC.
$SBCF SEACOAST BANKING CORP OF FLORIDA
$CWST CASELLA WASTE SYSTEMS INC
$PJT PJT Partners Inc.
$IDA IDACORP INC
$BANR BANNER CORP
$MMSI MERIT MEDICAL SYSTEMS INC
$ES EVERSOURCE ENERGY
$IAU ISHARES GOLD TRUST
$FSLR FIRST SOLAR, INC.
$OSW ONESPAWORLD HOLDINGS Ltd
$BOOT Boot Barn Holdings, Inc.
$NMIH NMI Holdings, Inc.Browse Top Institutional Investors
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