Brown Miller Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1840084
Institutional-grade research for retail investors
13F Reported Value
ⓘ$397.2M
Holdings
204
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Brown Miller Wealth Management, LLC disclosed 204 positions worth $397.2M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 13.3% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 26 new positions and exited 15 — including a new stake in $FLEX and a full exit from $ZTS. The portfolio is most concentrated in Technology (40.1% of disclosed assets). All figures are sourced directly from Brown Miller Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1840084.
AI Fund Analysis
Stable
$NVDA13.3% weight
Held 10 quarters
$AAPL8.2% weight
Held 10 quarters
$MSFT4.1% weight
Held 10 quarters
$JPM3.8% weight
Held 10 quarters
$GOOG3.4% weight
Held 10 quarters
CAPITAL GROUP INTL FOCUS E
9 quarters accumulating
$KMI9 quarters accumulating
$V9 quarters accumulating
$O9 quarters accumulating
$EPD9 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$53.0M264,758 sh - 76.1#112
Quality
$32.5M112,243 sh - 83.7#15
Quality
$16.1M43,213 sh - 35.6
Quality
$14.9M45,560 sh - 80.2
Quality
$13.4M37,562 sh - 86.4
Quality
$9.0M23,790 sh CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI
—Quality
$7.9M227,088 shSPDR SERIES TRUST - STATE STREET SPD
—Quality
$7.7M87,619 sh- 72.3
Quality
$7.2M61,321 sh - 74.6
Quality
$5.6M23,555 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $53.0M | 264,758 |
| Apple Inc.$AAPL | 76.1#112 | $32.5M | 112,243 |
| MICROSOFT CORP$MSFT | 83.7#15 | $16.1M | 43,213 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $14.9M | 45,560 |
| Alphabet Inc.$GOOG | 80.2 | $13.4M | 37,562 |
 Broadcom Inc.$AVGO | 86.4 | $9.0M | 23,790 |
| CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI | — | $7.9M | 227,088 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $7.7M | 87,619 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $7.2M | 61,321 |
 AMAZON COM INC$AMZN | 74.6 | $5.6M | 23,555 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Brown Miller Wealth Management, LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Technology
$159.2M
Financials
$58.1M
Other
$57.9M
Healthcare
$28.5M
Industrials
$21.7M
Consumer Discretionary
$20.9M
Energy
$12.1M
Consumer Staples
$9.7M
Full Holdings — Brown Miller Wealth Management, LLC (Q2 2026)
All 204 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 | $NVDA | NVIDIA CORP | $53.0M | 13.3% | -0% | 90.2 |
| 2 | $AAPL | Apple Inc. | $32.5M | 8.2% | +2% | 76.1 |
| 3 | $MSFT | MICROSOFT CORP | $16.1M | 4.1% | +1% | 83.7 |
| 4 | $JPM | JPMORGAN CHASE & CO | $14.9M | 3.8% | +0% | 35.6 |
| 5 | $GOOG | Alphabet Inc. | $13.4M | 3.4% | -3% | 80.2 |
| 6 | $AVGO | Broadcom Inc. | $9.0M | 2.3% | -0% | 86.4 |
| 7 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI | $7.9M | 2.0% | +5% | — |
| 8 | — | SPDR SERIES TRUST - STATE STREET SPD | $7.7M | 1.9% | +6% | — |
| 9 | $CSCO | CISCO SYSTEMS, INC. | $7.2M | 1.8% | -8% | 72.3 |
| 10 | $AMZN | AMAZON COM INC | $5.6M | 1.4% | -2% | 74.6 |
| 11 |  $NEE | NEXTERA ENERGY INC | $5.2M | 1.3% | -7% | 71.7 |
| 12 |  $CB | Chubb Ltd | $5.2M | 1.3% | -1% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.1M | 1.3% | +6% | — |
| 14 |  $APH | AMPHENOL CORP /DE/ | $4.9M | 1.2% | +443% | 80.5 |
| 15 |  $LIN | LINDE PLC | $4.9M | 1.2% | -2% | — |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.9M | 1.2% | +0% | — |
| 17 |  $UNH | UNITEDHEALTH GROUP INC | $4.9M | 1.2% | +6% | 66.8 |
| 18 |  $ADI | ANALOG DEVICES INC | $4.8M | 1.2% | -10% | 76.2 |
| 19 |  $ABBV | AbbVie Inc. | $4.7M | 1.2% | +10% | 59.3 |
| 20 |  $LLY | ELI LILLY & Co | $4.7M | 1.2% | -1% | 89.3 |
| 21 | $KMI | KINDER MORGAN, INC. | $4.5M | 1.1% | +14% | 74.6 |
| 22 |  $LOW | LOWES COMPANIES INC | $4.2M | 1.1% | +1% | 63.5 |
| 23 | $V | VISA INC. | $4.1M | 1.0% | +3% | 83.5 |
| 24 |  $ABT | ABBOTT LABORATORIES | $3.8M | 1.0% | +1% | 67 |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.7M | 0.9% | +4% | 66.7 |
| 26 |  $RTX | RTX Corp | $3.6M | 0.9% | -14% | 70 |
| 27 | — | ISHARES TR - CORE S&P MCP ETF | $3.5M | 0.9% | -1% | — |
| 28 |  $DIS | Walt Disney Co | $3.5M | 0.9% | +0% | 68.9 |
| 29 |  $IVZ | Invesco Ltd. | $3.3M | 0.8% | +5% | — |
| 30 |  $PG | PROCTER & GAMBLE Co | $3.3M | 0.8% | +3% | 72.9 |
| 31 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 0.8% | +0% | 73 |
| 32 |  $BLK | BlackRock, Inc. | $3.1M | 0.8% | +1% | 70.3 |
| 33 |  $GOOGL | Alphabet Inc. | $3.0M | 0.7% | -1% | 80.2 |
| 34 |  $MRK | Merck & Co., Inc. | $2.9M | 0.7% | +0% | 70.9 |
| 35 |  $SYK | STRYKER CORP | $2.9M | 0.7% | +22% | 69.8 |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 0.7% | -0% | 64.5 |
| 37 |  $CVX | CHEVRON CORP | $2.8M | 0.7% | +7% | 54.7 |
| 38 |  $PM | Philip Morris International Inc. | $2.7M | 0.7% | +1% | 80.5 |
| 39 |  $PLD | Prologis, Inc. | $2.6M | 0.7% | -1% | 67.5 |
| 40 | $O | REALTY INCOME CORP | $2.6M | 0.7% | +2% | 74.6 |
| 41 | $IVZ | Invesco Ltd. | $2.6M | 0.7% | +5% | — |
| 42 |  $SNOW | Snowflake Inc. | $2.5M | 0.6% | +23% | 49.6 |
| 43 |  $GLDM | World Gold Trust | $2.1M | 0.5% | +7% | — |
| 44 |  $XYL | Xylem Inc. | $2.1M | 0.5% | +3% | 65.6 |
| 45 |  $ICE | Intercontinental Exchange, Inc. | $2.0M | 0.5% | +1% | 73.8 |
| 46 | — | ISHARES TR - CORE S&P500 ETF | $2.0M | 0.5% | -2% | — |
| 47 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.0M | 0.5% | +295% | — |
| 48 |  $ARCC | ARES CAPITAL CORP | $1.9M | 0.5% | +28% | — |
| 49 | $IVZ | Invesco Ltd. | $1.9M | 0.5% | -22% | — |
| 50 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.8M | 0.5% | +30% | — |
| 51 |  $QBTS | D-Wave Quantum Inc. | $1.7M | 0.4% | +0% | 24.7 |
| 52 |  $MA | Mastercard Inc | $1.7M | 0.4% | -2% | 81.7 |
| 53 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.7M | 0.4% | +4% | — |
| 54 |  $TT | Trane Technologies plc | $1.7M | 0.4% | +1% | — |
| 55 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $1.6M | 0.4% | +0% | 43.2 |
| 56 |  $QXO | QXO, Inc. | $1.6M | 0.4% | +26% | 53.5 |
| 57 |  $QCOM | QUALCOMM INC/DE | $1.5M | 0.4% | -7% | 81.9 |
| 58 |  $SBUX | STARBUCKS CORP | $1.5M | 0.4% | -12% | 54.6 |
| 59 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.4% | -6% | 65 |
| 60 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.5M | 0.4% | +9% | 60.7 |
| 61 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1.5M | 0.4% | -1% | — |
| 62 |  $BX | Blackstone Inc. | $1.4M | 0.4% | +6% | 68 |
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.4M | 0.3% | +4% | — |
| 64 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.3M | 0.3% | +491% | — |
| 65 |  $FAST | FASTENAL CO | $1.2M | 0.3% | -1% | 73.5 |
| 66 |  $ETR | ENTERGY CORP /DE/ | $1.1M | 0.3% | +83% | 65.1 |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $1.1M | 0.3% | -7% | — |
| 68 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.3% | -2% | 72.8 |
| 69 | — | GLOBAL X FDS - DEFENSE TECH ETF | $1.0M | 0.3% | +8% | — |
| 70 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.0M | 0.3% | +9% | — |
| 71 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI | $999,115 | 0.3% | +0% | — |
| 72 |  $MCD | MCDONALDS CORP | $991,851 | 0.3% | +20% | 73.9 |
| 73 |  $VZ | VERIZON COMMUNICATIONS INC | $990,340 | 0.3% | +3% | 71.6 |
| 74 |  $CRS | CARPENTER TECHNOLOGY CORP | $985,158 | 0.3% | +5% | 69.9 |
| 75 |  $AMT | AMERICAN TOWER CORP /MA/ | $956,116 | 0.2% | +1% | 69.8 |
| 76 | — | ISHARES TR - 0-3 MNTH TREASRY | $954,177 | 0.2% | +74% | — |
| 77 |  $GLW | CORNING INC /NY | $937,555 | 0.2% | +0% | 72.7 |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $913,671 | 0.2% | +2% | 67 |
| 79 |  $DE | DEERE & CO | $898,846 | 0.2% | +2% | 57.4 |
| 80 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | $881,119 | 0.2% | +0% | — |
| 81 |  $FLEX | FLEX LTD. | $862,536 | 0.2% | NEW | — |
| 82 | — | ISHARES TR - MSCI USA VALUE | $853,389 | 0.2% | +7% | — |
| 83 | $IVZ | Invesco Ltd. | $833,407 | 0.2% | NEW | — |
| 84 |  $WMT | Walmart Inc. | $822,873 | 0.2% | +0% | 63.2 |
| 85 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $814,083 | 0.2% | +3% | — |
| 86 |  $EME | EMCOR Group, Inc. | $801,749 | 0.2% | +6% | 71.7 |
| 87 |  $GEV | GE Vernova Inc. | $793,165 | 0.2% | -35% | 70.1 |
| 88 |  $AMAT | APPLIED MATERIALS INC /DE | $792,432 | 0.2% | NEW | 74.8 |
| 89 | — | SELECT SECTOR SPDR TR - STATE STREET IND | $783,708 | 0.2% | +6% | — |
| 90 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $768,907 | 0.2% | +0% | 66.4 |
| 91 |  $MO | ALTRIA GROUP, INC. | $762,670 | 0.2% | +0% | 72.1 |
| 92 |  $MPC | Marathon Petroleum Corp | $760,874 | 0.2% | +0% | 50.7 |
| 93 |  $GILD | GILEAD SCIENCES, INC. | $757,564 | 0.2% | -1% | 77.8 |
| 94 |  $FIX | COMFORT SYSTEMS USA INC | $733,373 | 0.2% | -37% | 79.5 |
| 95 |  $NVO | NOVO NORDISK A S | $716,684 | 0.2% | +3% | — |
| 96 | — | ISHARES TR - MSCI EMG MKT ETF | $711,259 | 0.2% | +6% | — |
| 97 |  $HD | HOME DEPOT, INC. | $692,230 | 0.2% | +0% | 69.2 |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $680,697 | 0.2% | -0% | — |
| 99 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $656,028 | 0.2% | +0% | — |
| 100 |  $SNA | Snap-on Inc | $642,633 | 0.2% | +0% | 69.3 |
| 101 | — | ISHARES INC - MSCI EURZONE ETF | $640,582 | 0.2% | +7% | — |
| 102 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $634,473 | 0.2% | NEW | — |
| 103 |  $DHR | DANAHER CORP /DE/ | $622,870 | 0.2% | -0% | 63.9 |
| 104 |  $SWK | STANLEY BLACK & DECKER, INC. | $622,133 | 0.2% | NEW | 52.4 |
| 105 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $618,772 | 0.2% | +0% | — |
| 106 |  $PEP | PEPSICO INC | $609,584 | 0.1% | +0% | 62.7 |
| 107 |  $WELL | WELLTOWER INC. | $608,796 | 0.1% | NEW | 75.7 |
| 108 |  $SO | SOUTHERN CO | $608,525 | 0.1% | +0% | 65.1 |
| 109 |  $FTI | TechnipFMC plc | $602,428 | 0.1% | +5% | — |
| 110 |  $WMB | WILLIAMS COMPANIES, INC. | $601,628 | 0.1% | +0% | 72.8 |
| 111 |  $DBP | Invesco DB Precious Metals Fund | $597,474 | 0.1% | +6% | — |
| 112 |  $UBSI | UNITED BANKSHARES INC/WV | $590,834 | 0.1% | +1% | — |
| 113 |  $GLD | SPDR GOLD TRUST | $587,198 | 0.1% | +6% | — |
| 114 |  $RMD | RESMED INC | $578,794 | 0.1% | +0% | 79.8 |
| 115 |  $SNDK | Sandisk Corp | $554,790 | 0.1% | NEW | 88.8 |
| 116 |  $AXP | AMERICAN EXPRESS CO | $554,730 | 0.1% | +0% | 73.2 |
| 117 | — | ISHARES TR - EUROPE ETF | $553,004 | 0.1% | +6% | — |
| 118 |  $EIX | EDISON INTERNATIONAL | $552,791 | 0.1% | NEW | 70.7 |
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | $545,616 | 0.1% | +0% | — |
| 120 |  $HWM | Howmet Aerospace Inc. | $538,002 | 0.1% | +8% | 79.1 |
| 121 |  $STT | STATE STREET CORP | $535,813 | 0.1% | +0% | 61.5 |
| 122 |  $XOM | EXXON MOBIL CORP | $531,000 | 0.1% | +6% | 61.8 |
| 123 |  $WEC | WEC ENERGY GROUP, INC. | $528,735 | 0.1% | +0% | 67 |
| 124 |  $WT | WisdomTree, Inc. | $528,059 | 0.1% | NEW | 62.9 |
| 125 |  $HSY | HERSHEY CO | $523,329 | 0.1% | +2% | 59.4 |
| 126 |  $PGR | PROGRESSIVE CORP/OH/ | $516,544 | 0.1% | +2% | 83.6 |
| 127 |  $CL | COLGATE PALMOLIVE CO | $516,067 | 0.1% | +0% | 72.4 |
| 128 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $510,986 | 0.1% | NEW | 74.4 |
| 129 |  $PWR | QUANTA SERVICES, INC. | $509,710 | 0.1% | NEW | 62.6 |
| 130 |  $MDLZ | Mondelez International, Inc. | $506,154 | 0.1% | -1% | 53.9 |
| 131 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $503,735 | 0.1% | +0% | — |
| 132 |  $USB | US BANCORP DE | $499,749 | 0.1% | -0% | 71.4 |
| 133 |  $TRGP | Targa Resources Corp. | $494,182 | 0.1% | NEW | 70 |
| 134 |  $BWXT | BWX Technologies, Inc. | $489,739 | 0.1% | +0% | 68 |
| 135 |  $NTRS | NORTHERN TRUST CORP | $488,838 | 0.1% | +0% | 71.8 |
| 136 |  $CAH | CARDINAL HEALTH INC | $472,933 | 0.1% | +10% | 58.6 |
| 137 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $469,418 | 0.1% | +0% | — |
| 138 |  $IBKR | Interactive Brokers Group, Inc. | $467,870 | 0.1% | +8% | 75.5 |
| 139 |  $TPR | TAPESTRY, INC. | $467,322 | 0.1% | +7% | 76.4 |
| 140 |  $SLV | iShares Silver Trust | $444,229 | 0.1% | +7% | — |
| 141 | — | VANGUARD STAR FDS - VG TL INTL STK F | $430,784 | 0.1% | +0% | — |
| 142 |  $KLAC | KLA CORP | $427,915 | 0.1% | NEW | 84.4 |
| 143 |  $CLX | CLOROX CO /DE/ | $410,392 | 0.1% | +33% | 63.5 |
| 144 |  $LITE | Lumentum Holdings Inc. | $409,295 | 0.1% | NEW | 63.4 |
| 145 |  $ELAN | Elanco Animal Health Inc | $408,231 | 0.1% | +6% | 52.2 |
| 146 |  $CSX | CSX CORP | $405,001 | 0.1% | +54% | 66.4 |
| 147 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $396,737 | 0.1% | NEW | — |
| 148 |  $FNF | Fidelity National Financial, Inc. | $395,531 | 0.1% | +0% | 69.7 |
| 149 |  $AWK | American Water Works Company, Inc. | $385,529 | 0.1% | +0% | 61.7 |
| 150 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $384,491 | 0.1% | +0% | — |
| 151 |  $D | DOMINION ENERGY, INC | $380,916 | 0.1% | -8% | 74.9 |
| 152 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $376,721 | 0.1% | +3% | 77.6 |
| 153 |  $CVS | CVS HEALTH Corp | $375,677 | 0.1% | -9% | 51.3 |
| 154 |  $APD | Air Products & Chemicals, Inc. | $373,828 | 0.1% | +0% | 41.2 |
| 155 |  $TROW | PRICE T ROWE GROUP INC | $359,601 | 0.1% | +0% | 75.8 |
| 156 |  $HON | HONEYWELL INTERNATIONAL INC | $354,434 | 0.1% | -50% | 65.7 |
| 157 |  $HONA | Honeywell Aerospace Inc. | $349,969 | 0.1% | NEW | — |
| 158 |  $PAYX | PAYCHEX INC | $349,268 | 0.1% | +0% | 75.1 |
| 159 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $348,795 | 0.1% | +1% | — |
| 160 |  $DOW | DOW INC. | $348,559 | 0.1% | -3% | 38 |
| 161 |  $DEO | DIAGEO PLC | $336,720 | 0.1% | -34% | — |
| 162 |  $SYY | SYSCO CORP | $334,153 | 0.1% | +0% | 58.4 |
| 163 |  $SRE | SEMPRA | $330,418 | 0.1% | +0% | 47.6 |
| 164 |  $SAIC | Science Applications International Corp | $329,353 | 0.1% | +0% | 55.3 |
| 165 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $315,430 | 0.1% | +0% | 65.3 |
| 166 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | $309,676 | 0.1% | +0% | — |
| 167 |  $EMR | EMERSON ELECTRIC CO | $305,437 | 0.1% | +10% | 65.9 |
| 168 |  $ORLY | O REILLY AUTOMOTIVE INC | $294,228 | 0.1% | +0% | 72.7 |
| 169 |  $ENB | ENBRIDGE INC | $293,207 | 0.1% | +0% | — |
| 170 |  $ADP | AUTOMATIC DATA PROCESSING INC | $291,857 | 0.1% | +0% | 77.9 |
| 171 |  $INTC | INTEL CORP | $290,012 | 0.1% | NEW | 41.5 |
| 172 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $289,838 | 0.1% | +0% | 47.1 |
| 173 |  $UNP | UNION PACIFIC CORP | $289,471 | 0.1% | +0% | 74 |
| 174 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $289,102 | 0.1% | +0% | 59.8 |
| 175 |  $GE | GENERAL ELECTRIC CO | $286,149 | 0.1% | -4% | 74.8 |
| 176 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $284,373 | 0.1% | NEW | — |
| 177 |  $ROK | ROCKWELL AUTOMATION, INC | $279,720 | 0.1% | +0% | 68.2 |
| 178 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $273,959 | 0.1% | -1% | — |
| 179 |  $EQT | EQT Corp | $269,734 | 0.1% | +0% | 83.3 |
| 180 |  $ORCL | ORACLE CORP | $269,241 | 0.1% | +0% | 67.2 |
| 181 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $266,419 | 0.1% | -3% | 70.9 |
| 182 |  $OKE | ONEOK INC /NEW/ | $262,733 | 0.1% | +2% | 72 |
| 183 |  $NFLX | NETFLIX INC | $262,538 | 0.1% | +0% | 86.7 |
| 184 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $258,076 | 0.1% | -7% | — |
| 185 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $252,767 | 0.1% | +0% | — |
| 186 |  $PAYC | Paycom Software, Inc. | $249,110 | 0.1% | +1% | 69.8 |
| 187 |  $TOL | Toll Brothers, Inc. | $247,125 | 0.1% | +0% | 68.3 |
| 188 |  $ACN | Accenture plc | $246,889 | 0.1% | -84% | — |
| 189 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $246,426 | 0.1% | NEW | — |
| 190 |  $NDSN | NORDSON CORP | $241,619 | 0.1% | +1% | 67.8 |
| 191 |  $AFL | AFLAC INC | $241,535 | 0.1% | +0% | 60.3 |
| 192 |  $COP | CONOCOPHILLIPS | $240,667 | 0.1% | +1% | 74.8 |
| 193 | $IVZ | Invesco Ltd. | $240,558 | 0.1% | NEW | — |
| 194 |  $CPRT | COPART INC | $234,879 | 0.1% | +4% | 74.9 |
| 195 | — | SPDR SERIES TRUST - STATE STREET SPD | $224,810 | 0.1% | +0% | — |
| 196 |  $DLTR | DOLLAR TREE, INC. | $220,371 | 0.1% | NEW | 53.2 |
| 197 |  $WFC | WELLS FARGO & COMPANY/MN | $214,889 | 0.1% | -63% | — |
| 198 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $210,017 | 0.1% | NEW | — |
| 199 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $208,004 | 0.1% | NEW | 71.5 |
| 200 |  $WRB | BERKLEY W R CORP | $204,684 | 0.1% | NEW | 71.8 |
| 201 |  $BAC | BANK OF AMERICA CORP /DE/ | $203,366 | 0.1% | NEW | 68.4 |
| 202 |  $ASML | ASML HOLDING NV | $202,923 | 0.1% | NEW | — |
| 203 |  $GS | GOLDMAN SACHS GROUP INC | $202,274 | 0.1% | NEW | — |
| 204 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $202,141 | 0.1% | NEW | 63.7 |
New Positions (26)
$FLEX FLEX LTD.$862,536$AMAT APPLIED MATERIALS INC /DE$792,432 FIRST TR EXCHANGE-TRADED ALP - COM SHS$634,473
$SWK STANLEY BLACK & DECKER, INC.$622,133$WELL WELLTOWER INC.$608,796$SNDK Sandisk Corp$554,790$EIX EDISON INTERNATIONAL$552,791$WT WisdomTree, Inc.$528,059$ARWR ARROWHEAD PHARMACEUTICALS, INC.$510,986$PWR QUANTA SERVICES, INC.$509,710$TRGP Targa Resources Corp.$494,182$KLAC KLA CORP$427,915$LITE Lumentum Holdings Inc.$409,295$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$396,737$HONA Honeywell Aerospace Inc.$349,969Exited Positions (15)
$ZTS Zoetis Inc. ISHARES TR
$BITB Bitwise Bitcoin ETF
$NEM NEWMONT Corp /DE/
$ENSG ENSIGN GROUP, INC ISHARES TR
$PLTR Palantir Technologies Inc.
$CNX CNX Resources Corp
$SGI SOMNIGROUP INTERNATIONAL INC.
$THC TENET HEALTHCARE CORP
$ETHW Bitwise Ethereum ETF
$MEDP Medpace Holdings, Inc.
$EVR Evercore Inc.
$KEYS Keysight Technologies, Inc.
$PSX Phillips 66Browse Top Institutional Investors
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