Palumbo Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1846310
Institutional-grade research for retail investors
13F Reported Value
ⓘ$409.8M
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Palumbo Wealth Management LLC disclosed 221 positions worth $409.8M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.7% of the equity portfolio, followed by $GOOG and $GLD. During the quarter the fund opened 22 new positions and exited 21 — including a new stake in $NVAX and a full exit from $GBTC. The portfolio is most concentrated in Other (25.4% of disclosed assets). All figures are sourced directly from Palumbo Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1846310.
AI Fund Analysis
StableSector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$31.5M48,380 sh - 80.2#45
Quality
$21.4M74,283 sh - —
Quality
$18.5M43,064 sh - 76.1
Quality
$17.6M69,259 sh - 74.6
Quality
$17.0M81,716 sh J P MORGAN EXCHANGE TRADED F
—Quality
$16.3M322,375 sh- $14.1M485,513 sh
- 90.2
Quality
$11.4M65,618 sh - 35.6
Quality
$9.0M30,726 sh - 83.7
Quality
$8.7M23,418 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR S&P 500 ETF TRUST$SPY | — | $31.5M | 48,380 |
 Alphabet Inc.$GOOG | 80.2#45 | $21.4M | 74,283 |
 SPDR GOLD TRUST$GLD | — | $18.5M | 43,064 |
 Apple Inc.$AAPL | 76.1 | $17.6M | 69,259 |
 AMAZON COM INC$AMZN | 74.6 | $17.0M | 81,716 |
| J P MORGAN EXCHANGE TRADED F | — | $16.3M | 322,375 |
 Invesco DB Commodity Index Tracking Fund$DBC | — | $14.1M | 485,513 |
 NVIDIA CORP$NVDA | 90.2 | $11.4M | 65,618 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $9.0M | 30,726 |
 MICROSOFT CORP$MSFT | 83.7 | $8.7M | 23,418 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Palumbo Wealth Management LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Other
$103.9M
Technology
$99.9M
Financials
$77.1M
Consumer Discretionary
$40.1M
Healthcare
$37.1M
Industrials
$21.4M
Utilities
$18.1M
Energy
$5.0M
Full Holdings — Palumbo Wealth Management LLC (Q1 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 | $SPY | SPDR S&P 500 ETF TRUST | $31.5M | 7.7% | +1% | — |
| 2 | $GOOG | Alphabet Inc. | $21.4M | 5.2% | +3% | 80.2 |
| 3 | $GLD | SPDR GOLD TRUST | $18.5M | 4.5% | -1% | — |
| 4 | $AAPL | Apple Inc. | $17.6M | 4.3% | +6% | 76.1 |
| 5 | $AMZN | AMAZON COM INC | $17.0M | 4.2% | +0% | 74.6 |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $16.3M | 4.0% | +4% | — |
| 7 | $DBC | Invesco DB Commodity Index Tracking Fund | $14.1M | 3.4% | -0% | — |
| 8 | $NVDA | NVIDIA CORP | $11.4M | 2.8% | +16% | 90.2 |
| 9 | $JPM | JPMORGAN CHASE & CO | $9.0M | 2.2% | +142% | 35.6 |
| 10 | $MSFT | MICROSOFT CORP | $8.7M | 2.1% | +5% | 83.7 |
| 11 |  $WM | WASTE MANAGEMENT INC | $8.6M | 2.1% | +0% | 70.7 |
| 12 |  $PHYS | Sprott Physical Gold Trust | $7.2M | 1.8% | -0% | — |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.1M | 1.7% | +7% | 64.5 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.9M | 1.7% | +2% | 67 |
| 15 | — | ISHARES TR | $6.6M | 1.6% | -4% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.3M | 1.5% | -9% | — |
| 17 | — | PIMCO ETF TR | $6.0M | 1.5% | +11% | — |
| 18 | — | ISHARES TR | $5.8M | 1.4% | +825% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.4% | +8% | — |
| 20 |  $ETR | ENTERGY CORP /DE/ | $5.7M | 1.4% | +3% | 65.1 |
| 21 |  $BW | Babcock & Wilcox Enterprises, Inc. | $5.4M | 1.3% | +23% | 40 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $5.0M | 1.2% | +5% | 72.8 |
| 23 |  $V | VISA INC. | $4.9M | 1.2% | -7% | 83.5 |
| 24 |  $IBIT | iShares Bitcoin Trust ETF | $4.8M | 1.2% | +149% | — |
| 25 |  $DGX | QUEST DIAGNOSTICS INC | $4.8M | 1.2% | -6% | 69.1 |
| 26 |  $MRVL | Marvell Technology, Inc. | $3.7M | 0.9% | +0% | 77.3 |
| 27 |  $GOOGL | Alphabet Inc. | $3.6M | 0.9% | -2% | 80.2 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $3.3M | 0.8% | +2% | 78.8 |
| 29 |  $MCD | MCDONALDS CORP | $3.0M | 0.7% | -12% | 73.9 |
| 30 |  $META | Meta Platforms, Inc. | $3.0M | 0.7% | +26% | 80.9 |
| 31 |  $BE | Bloom Energy Corp | $2.9M | 0.7% | +2% | 54.4 |
| 32 |  $NKE | NIKE, Inc. | $2.8M | 0.7% | -6% | 53.4 |
| 33 |  $NPCE | NeuroPace Inc | $2.8M | 0.7% | -2% | 30.5 |
| 34 | — | SPDR SERIES TRUST | $2.7M | 0.7% | +0% | — |
| 35 |  $CRM | Salesforce, Inc. | $2.7M | 0.7% | +14% | 75.2 |
| 36 |  $UBER | Uber Technologies, Inc | $2.6M | 0.6% | +1099% | 79.3 |
| 37 |  $WSM | WILLIAMS SONOMA INC | $2.5M | 0.6% | -47% | 65 |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.6% | -3% | 66.7 |
| 39 |  $ITW | ILLINOIS TOOL WORKS INC | $2.5M | 0.6% | -11% | 71.2 |
| 40 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.6% | -3% | 68.4 |
| 41 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.3M | 0.6% | -17% | 63.7 |
| 42 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2.1M | 0.5% | -18% | 60.7 |
| 43 | — | ISHARES TR | $2.0M | 0.5% | -2% | — |
| 44 |  $MSCI | MSCI Inc. | $1.9M | 0.5% | -19% | 77.6 |
| 45 |  $AAP | ADVANCE AUTO PARTS INC | $1.9M | 0.5% | -10% | 42.3 |
| 46 |  $CAT | CATERPILLAR INC | $1.9M | 0.5% | +0% | 67.8 |
| 47 | — | ETF SER SOLUTIONS | $1.8M | 0.4% | -1% | — |
| 48 | — | SELECT SECTOR SPDR TR | $1.7M | 0.4% | -4% | — |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.4% | +13% | 55 |
| 50 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $1.6M | 0.4% | -6% | 66.3 |
| 51 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.4% | -4% | 74.8 |
| 52 |  $IVZ | Invesco Ltd. | $1.5M | 0.4% | +0% | — |
| 53 |  $BSX | BOSTON SCIENTIFIC CORP | $1.5M | 0.4% | -8% | 79.9 |
| 54 |  $BFLY | Butterfly Network, Inc. | $1.5M | 0.4% | -13% | 29.5 |
| 55 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.3% | -9% | 72.9 |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.3% | +0% | — |
| 57 |  $ACN | Accenture plc | $1.3M | 0.3% | -18% | — |
| 58 |  $YMM | Full Truck Alliance Co. Ltd. | $1.3M | 0.3% | +0% | — |
| 59 | — | ISHARES TR | $1.2M | 0.3% | -1% | — |
| 60 | $IVZ | Invesco Ltd. | $1.2M | 0.3% | NEW | — |
| 61 |  $ETN | Eaton Corp plc | $1.2M | 0.3% | +2% | — |
| 62 |  $APH | AMPHENOL CORP /DE/ | $1.2M | 0.3% | +0% | 80.5 |
| 63 | — | PACER FDS TR | $1.1M | 0.3% | +0% | — |
| 64 | — | VIRTUS ETF TR II | $1.1M | 0.3% | -5% | — |
| 65 |  $NOW | ServiceNow, Inc. | $1.1M | 0.3% | +4% | 76 |
| 66 | — | VANGUARD INDEX FDS | $1.0M | 0.3% | -3% | — |
| 67 |  $SPGI | S&P Global Inc. | $1.0M | 0.3% | -1% | 79.4 |
| 68 |  $LMT | LOCKHEED MARTIN CORP | $1.0M | 0.3% | +3% | 65 |
| 69 |  $TSLA | Tesla, Inc. | $1.0M | 0.3% | +8% | 50.1 |
| 70 |  $LLY | ELI LILLY & Co | $1.0M | 0.3% | +6% | 89.3 |
| 71 |  $HLT | Hilton Worldwide Holdings Inc. | $993,110 | 0.2% | -11% | 73.1 |
| 72 |  $WCN | Waste Connections, Inc. | $984,060 | 0.2% | -4% | — |
| 73 |  $AVGO | Broadcom Inc. | $972,833 | 0.2% | +6% | 86.4 |
| 74 |  $NET | Cloudflare, Inc. | $951,022 | 0.2% | +19% | 52.6 |
| 75 | — | ISHARES TR | $943,384 | 0.2% | +0% | — |
| 76 |  $XOM | EXXON MOBIL CORP | $931,316 | 0.2% | +1% | 61.8 |
| 77 |  $WMT | Walmart Inc. | $918,433 | 0.2% | +1% | 63.2 |
| 78 | — | INNOVATOR ETFS TRUST | $914,552 | 0.2% | +25% | — |
| 79 |  $VLO | VALERO ENERGY CORP/TX | $870,217 | 0.2% | +1% | 51.4 |
| 80 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $869,412 | 0.2% | -31% | 26.8 |
| 81 |  $SNDX | Syndax Pharmaceuticals Inc | $868,595 | 0.2% | -28% | 30 |
| 82 |  $CVX | CHEVRON CORP | $828,568 | 0.2% | +6% | 54.7 |
| 83 | — | INNOVATOR ETFS TRUST | $785,692 | 0.2% | -44% | — |
| 84 | — | COLUMBIA ETF TR I | $783,654 | 0.2% | +0% | — |
| 85 |  $IDYA | IDEAYA Biosciences, Inc. | $762,629 | 0.2% | -18% | 10.5 |
| 86 |  $DSGN | Design Therapeutics, Inc. | $759,782 | 0.2% | +3% | — |
| 87 |  $HON | HONEYWELL INTERNATIONAL INC | $751,441 | 0.2% | +4% | 65.7 |
| 88 |  $NVAX | NOVAVAX INC | $749,784 | 0.2% | NEW | 65.5 |
| 89 |  $NKTR | NEKTAR THERAPEUTICS | $731,948 | 0.2% | -31% | 10.2 |
| 90 |  $XMTR | Xometry, Inc. | $726,952 | 0.2% | +10% | 41.3 |
| 91 |  $DFTX | Definium Therapeutics, Inc. | $717,558 | 0.2% | NEW | — |
| 92 |  $IMNM | Immunome Inc. | $700,956 | 0.2% | +3% | 5.8 |
| 93 | — | VANGUARD INDEX FDS | $697,223 | 0.2% | -2% | — |
| 94 |  $EVMN | Evommune, Inc. | $688,114 | 0.2% | NEW | — |
| 95 | — | PROSHARES TR | $686,876 | 0.2% | +0% | — |
| 96 | — | ISHARES TR | $684,517 | 0.2% | +0% | — |
| 97 | — | GLOBAL X FDS | $671,524 | 0.2% | +0% | — |
| 98 |  $EBS | Emergent BioSolutions Inc. | $666,192 | 0.2% | -31% | 50.9 |
| 99 |  $TSHA | Taysha Gene Therapies, Inc. | $655,790 | 0.2% | -18% | 4.1 |
| 100 |  $NEE | NEXTERA ENERGY INC | $654,666 | 0.2% | +7% | 71.7 |
| 101 |  $HD | HOME DEPOT, INC. | $650,719 | 0.2% | +0% | 69.2 |
| 102 |  $JOBY | Joby Aviation, Inc. | $641,885 | 0.2% | NEW | 28.7 |
| 103 |  $PTGX | Protagonist Therapeutics, Inc | $641,149 | 0.2% | -4% | 24.8 |
| 104 |  $ABT | ABBOTT LABORATORIES | $636,392 | 0.2% | -10% | 67 |
| 105 |  $CDNA | CareDx, Inc. | $632,078 | 0.1% | -20% | 44.8 |
| 106 | — | SELECT SECTOR SPDR TR | $606,331 | 0.1% | -1% | — |
| 107 |  $MRK | Merck & Co., Inc. | $584,641 | 0.1% | +6% | 70.9 |
| 108 |  $KOD | Kodiak Sciences Inc. | $583,389 | 0.1% | NEW | — |
| 109 |  $PHVS | Pharvaris N.V. | $582,176 | 0.1% | +2% | — |
| 110 |  $ACHR | Archer Aviation Inc. | $579,454 | 0.1% | -5% | 25 |
| 111 |  $AXP | AMERICAN EXPRESS CO | $579,250 | 0.1% | +12% | 73.2 |
| 112 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $579,180 | 0.1% | +0% | 66.4 |
| 113 | — | SELECT SECTOR SPDR TR | $576,335 | 0.1% | -4% | — |
| 114 |  $ANIK | Anika Therapeutics, Inc. | $571,677 | 0.1% | NEW | 25.4 |
| 115 | — | ISHARES TR | $569,215 | 0.1% | +0% | — |
| 116 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $545,094 | 0.1% | -47% | 26.6 |
| 117 |  $MLM | MARTIN MARIETTA MATERIALS INC | $544,658 | 0.1% | NEW | 67.6 |
| 118 |  $XFOR | X4 Pharmaceuticals, Inc | $541,088 | 0.1% | +16% | 29.3 |
| 119 |  $LIN | LINDE PLC | $535,050 | 0.1% | +17% | — |
| 120 |  $MNDY | monday.com Ltd. | $534,774 | 0.1% | -10% | — |
| 121 |  $BEAM | Beam Therapeutics Inc. | $532,553 | 0.1% | -1% | 12.1 |
| 122 |  $RTX | RTX Corp | $530,243 | 0.1% | +11% | 70 |
| 123 |  $GEV | GE Vernova Inc. | $525,195 | 0.1% | +25% | 70.1 |
| 124 |  $AMGN | AMGEN INC | $522,767 | 0.1% | +1% | 79.5 |
| 125 |  $CI | Cigna Group | $505,357 | 0.1% | +2% | 66.8 |
| 126 |  $SNOW | Snowflake Inc. | $504,189 | 0.1% | +9% | 49.6 |
| 127 |  $IMMX | Immix Biopharma, Inc. | $503,164 | 0.1% | NEW | — |
| 128 |  $KO | COCA COLA CO | $471,989 | 0.1% | +14% | 74 |
| 129 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $466,444 | 0.1% | +1% | 74.6 |
| 130 |  $OFIX | Orthofix Medical Inc. | $463,079 | 0.1% | -6% | 32.9 |
| 131 |  $MIRM | Mirum Pharmaceuticals, Inc. | $460,607 | 0.1% | -2% | 32.7 |
| 132 |  $ETHA | iShares Ethereum Trust ETF | $458,200 | 0.1% | NEW | — |
| 133 | — | PACER FDS TR | $457,939 | 0.1% | +0% | — |
| 134 |  $GE | GENERAL ELECTRIC CO | $451,488 | 0.1% | +26% | 74.8 |
| 135 |  $SIBN | SI-BONE, Inc. | $448,770 | 0.1% | -15% | 37.7 |
| 136 | — | VANGUARD SPECIALIZED FUNDS | $443,966 | 0.1% | +0% | — |
| 137 |  $NFLX | NETFLIX INC | $443,926 | 0.1% | -4% | 86.7 |
| 138 |  $GM | General Motors Co | $440,133 | 0.1% | +1% | 58.7 |
| 139 |  $NUVB | Nuvation Bio Inc. | $433,132 | 0.1% | -38% | 29.5 |
| 140 |  $BX | Blackstone Inc. | $429,730 | 0.1% | -2% | 68 |
| 141 |  $BLK | BlackRock, Inc. | $429,404 | 0.1% | +5% | 70.3 |
| 142 |  $WDAY | Workday, Inc. | $421,332 | 0.1% | +12% | 74.2 |
| 143 |  $SO | SOUTHERN CO | $419,825 | 0.1% | -5% | 65.1 |
| 144 | — | SELECT SECTOR SPDR TR | $416,255 | 0.1% | -25% | — |
| 145 |  $NTNX | Nutanix, Inc. | $416,020 | 0.1% | +7% | 68.8 |
| 146 |  $ORLY | O REILLY AUTOMOTIVE INC | $407,919 | 0.1% | +1% | 72.7 |
| 147 | — | ISHARES TR | $390,118 | 0.1% | -0% | — |
| 148 |  $AMT | AMERICAN TOWER CORP /MA/ | $378,539 | 0.1% | -13% | 69.8 |
| 149 |  $T | AT&T INC. | $374,739 | 0.1% | +2% | 71.9 |
| 150 |  $OCS | Oculis Holding AG | $364,576 | 0.1% | NEW | — |
| 151 |  $SYM | Symbotic Inc. | $364,208 | 0.1% | +21% | 55.1 |
| 152 |  $ED | CONSOLIDATED EDISON INC | $363,792 | 0.1% | +0% | 71.6 |
| 153 | — | ISHARES TR | $360,764 | 0.1% | +0% | — |
| 154 |  $PKG | PACKAGING CORP OF AMERICA | $360,559 | 0.1% | -1% | 70 |
| 155 |  $PRME | Prime Medicine, Inc. | $355,817 | 0.1% | +20% | 11.2 |
| 156 |  $ROKU | ROKU, INC | $355,204 | 0.1% | +11% | 60.5 |
| 157 |  $ADBE | ADOBE INC. | $350,279 | 0.1% | -6% | 80.4 |
| 158 |  $PFH | PRUDENTIAL FINANCIAL INC | $350,065 | 0.1% | -2% | 58.6 |
| 159 |  $TWLO | TWILIO INC | $331,285 | 0.1% | +14% | 59.5 |
| 160 |  $HRTX | HERON THERAPEUTICS, INC. /DE/ | $330,039 | 0.1% | +59% | 30.6 |
| 161 |  $PAYX | PAYCHEX INC | $326,820 | 0.1% | +6% | 75.1 |
| 162 | — | PROSHARES TR | $326,032 | 0.1% | +0% | — |
| 163 |  $VZ | VERIZON COMMUNICATIONS INC | $325,992 | 0.1% | +15% | 71.6 |
| 164 |  $QCOM | QUALCOMM INC/DE | $318,361 | 0.1% | +25% | 81.9 |
| 165 |  $YUM | YUM BRANDS INC | $311,390 | 0.1% | +1% | 71.7 |
| 166 |  $GLW | CORNING INC /NY | $307,973 | 0.1% | NEW | 72.7 |
| 167 |  $TJX | TJX COMPANIES INC /DE/ | $307,583 | 0.1% | +8% | 70.7 |
| 168 |  $MDB | MongoDB, Inc. | $305,473 | 0.1% | +25% | 54.6 |
| 169 |  $GS | GOLDMAN SACHS GROUP INC | $300,719 | 0.1% | +22% | — |
| 170 | — | SELECT SECTOR SPDR TR | $300,632 | 0.1% | +0% | — |
| 171 |  $DDOG | Datadog, Inc. | $299,375 | 0.1% | +13% | 62.9 |
| 172 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $296,844 | 0.1% | +41% | 26.5 |
| 173 |  $QS | QuantumScape Corp | $296,211 | 0.1% | +18% | — |
| 174 |  $PLD | Prologis, Inc. | $291,700 | 0.1% | -2% | 67.5 |
| 175 |  $SBUX | STARBUCKS CORP | $291,281 | 0.1% | -7% | 54.6 |
| 176 | — | VANECK ETF TRUST | $290,840 | 0.1% | +0% | — |
| 177 |  $CSCO | CISCO SYSTEMS, INC. | $290,106 | 0.1% | +0% | 72.3 |
| 178 |  $FDX | FEDEX CORP | $288,493 | 0.1% | +0% | 60.3 |
| 179 |  $NEM | NEWMONT Corp /DE/ | $286,972 | 0.1% | +1% | 88.3 |
| 180 |  $GFL | GFL Environmental Inc. | $281,334 | 0.1% | +0% | — |
| 181 |  $ZS | Zscaler, Inc. | $280,019 | 0.1% | +20% | 57.9 |
| 182 |  $GTLB | Gitlab Inc. | $273,898 | 0.1% | +22% | 54.1 |
| 183 | — | ETF SER SOLUTIONS | $272,702 | 0.1% | +0% | — |
| 184 |  $UPS | UNITED PARCEL SERVICE INC | $269,680 | 0.1% | -9% | 58.2 |
| 185 |  $ABBV | AbbVie Inc. | $266,927 | 0.1% | +8% | 59.3 |
| 186 |  $TXN | TEXAS INSTRUMENTS INC | $265,970 | 0.1% | +3% | 70.4 |
| 187 |  $ESTC | Elastic N.V. | $261,048 | 0.1% | +20% | — |
| 188 |  $ABNB | Airbnb, Inc. | $258,496 | 0.1% | +22% | 70.1 |
| 189 |  $NFG | NATIONAL FUEL GAS CO | $257,549 | 0.1% | +1% | 80.4 |
| 190 |  $OKLO | Oklo Inc. | $256,282 | 0.1% | -22% | — |
| 191 |  $PATH | UiPath, Inc. | $255,656 | 0.1% | +17% | 67.7 |
| 192 |  $NAUT | Nautilus Biotechnology, Inc. | $253,097 | 0.1% | +59% | — |
| 193 |  $VYGR | Voyager Therapeutics, Inc. | $242,347 | 0.1% | +63% | 5.5 |
| 194 | — | ISHARES TR | $238,784 | 0.1% | -80% | — |
| 195 |  $NVS | NOVARTIS AG | $234,730 | 0.1% | +4% | — |
| 196 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $226,025 | 0.1% | NEW | — |
| 197 |  $FIGR | Figure Technology Solutions, Inc. | $220,777 | 0.1% | NEW | — |
| 198 |  $VST | Vistra Corp. | $218,882 | 0.1% | +7% | 62.9 |
| 199 |  $PLTR | Palantir Technologies Inc. | $215,471 | 0.1% | NEW | 85.8 |
| 200 |  $XNCR | Xencor Inc | $214,741 | 0.1% | -34% | 13.1 |
| 201 |  $BITB | Bitwise Bitcoin ETF | $208,934 | 0.1% | NEW | — |
| 202 |  $FCX | FREEPORT-MCMORAN INC | $207,789 | 0.1% | NEW | 73.1 |
| 203 |  $COR | Cencora, Inc. | $207,647 | 0.1% | +4% | 59.6 |
| 204 |  $ADI | ANALOG DEVICES INC | $206,168 | 0.1% | NEW | 76.2 |
| 205 |  $ECL | ECOLAB INC. | $205,901 | 0.1% | +0% | 64.3 |
| 206 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $205,216 | 0.1% | +2% | 71.5 |
| 207 |  $BTI | British American Tobacco p.l.c. | $203,807 | 0.1% | NEW | — |
| 208 |  $TEM | Tempus AI, Inc. | $200,596 | 0.1% | NEW | 38.2 |
| 209 |  $LNT | ALLIANT ENERGY CORP | $200,557 | 0.1% | NEW | 56.7 |
| 210 |  $ORIC | Oric Pharmaceuticals, Inc. | $196,994 | 0.1% | -43% | — |
| 211 |  $SGHT | Sight Sciences, Inc. | $188,237 | 0.1% | +35% | 17.4 |
| 212 |  $ACIC | AMERICAN COASTAL INSURANCE Corp | $187,284 | 0.1% | +7% | 64 |
| 213 |  $ABR | ARBOR REALTY TRUST INC | $173,829 | 0.0% | +3% | — |
| 214 |  $SANA | Sana Biotechnology, Inc. | $168,362 | 0.0% | -52% | — |
| 215 |  $ORGO | Organogenesis Holdings Inc. | $137,103 | 0.0% | +52% | 20.5 |
| 216 |  $SEER | Seer, Inc. | $112,875 | 0.0% | -1% | 11.8 |
| 217 |  $TRAW | Traws Pharma, Inc. | $111,951 | 0.0% | NEW | — |
| 218 |  $XERS | Xeris Biopharma Holdings, Inc. | $103,171 | 0.0% | -27% | 45.5 |
| 219 |  $AP | AMPCO PITTSBURGH CORP | $102,366 | 0.0% | NEW | 35.9 |
| 220 |  $IMRX | Immuneering Corp | $98,391 | 0.0% | -70% | — |
| 221 | — | PUTNAM ETF TRUST | $78,958 | 0.0% | -10% | — |
New Positions (22)
$NVAX NOVAVAX INC$749,784$DFTX Definium Therapeutics, Inc.$717,558$EVMN Evommune, Inc.$688,114$JOBY Joby Aviation, Inc.$641,885$KOD Kodiak Sciences Inc.$583,389$ANIK Anika Therapeutics, Inc.$571,677$MLM MARTIN MARIETTA MATERIALS INC$544,658$IMMX Immix Biopharma, Inc.$503,164$ETHA iShares Ethereum Trust ETF$458,200$OCS Oculis Holding AG$364,576$GLW CORNING INC /NY$307,973$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$226,025$FIGR Figure Technology Solutions, Inc.$220,777$PLTR Palantir Technologies Inc.$215,471$BITB Bitwise Bitcoin ETF$208,934Exited Positions (21)
$GBTC Grayscale Bitcoin Trust ETF
$LEN LENNAR CORP /NEW/ CIDARA THERAPEUTICS INC
$ETHE Grayscale Ethereum Staking ETF MIND MEDICINE MINDMED INC
$ERAS Erasca, Inc.
$RXST RxSight, Inc.
$TEAM Atlassian Corp
$BWAY Brainsway Ltd.
$TECX Tectonic Therapeutic, Inc.
$BBNX Beta Bionics, Inc.
$XGN EXAGEN INC.
$SHOP SHOPIFY INC.
$SYK STRYKER CORP STRATEGY SHS
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