Capital Group Private Client Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1857666
Institutional-grade research for retail investors
13F Reported Value
ⓘ$5.9B
Holdings
240
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Capital Group Private Client Services, Inc. disclosed 240 positions worth $5.9B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 56 — including a new stake in $CVE and a full exit from $ACN. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Capital Group Private Client Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1857666.
AI Fund Analysis
ConcentratingCAPITAL GROUP GROWTH ETF
18.4% weight
Held 9 quarters
CAPITAL GROUP GBL GROWTH E
13.3% weight
Held 9 quarters
CAPITAL GROUP DIVIDEND VAL
8.3% weight
Held 9 quarters
$GOOG4.2% weight
Held 9 quarters
$GOOG3.7% weight
Held 9 quarters
CAPITAL GROUP GROWTH ETF
8 quarters accumulating
CAPITAL GROUP GBL GROWTH E
8 quarters accumulating
CAPITAL GROUP DIVIDEND VAL
8 quarters accumulating
CAPITAL GROUP DIVIDEND GRO
8 quarters accumulating
CAPITAL GROUP CORE EQUITY
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP GROWTH ETF
—Quality
$1.1B27,158,074 shCAPITAL GROUP GBL GROWTH EQT
—Quality
$789.0M23,643,002 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$494.9M11,634,043 sh- 80.2
Quality
$250.4M872,990 sh - 80.2
Quality
$218.9M761,134 sh CAPITAL GROUP DIVIDEND GROWE
—Quality
$213.2M5,937,518 shCAPITAL GROUP GLOBAL EQUITY
—Quality
$211.0M6,918,527 shCAPITAL GROUP CORE EQUITY ET
—Quality
$195.9M5,098,451 shCAPITAL GROUP CONSERVATIVE E
—Quality
$160.3M5,378,772 shCAPITAL GROUP INTL FOCUS EQT
—Quality
$105.3M3,571,580 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | — | $1.1B | 27,158,074 |
| CAPITAL GROUP GBL GROWTH EQT | — | $789.0M | 23,643,002 |
| CAPITAL GROUP DIVIDEND VALUE | — | $494.9M | 11,634,043 |
 Alphabet Inc.$GOOGL | 80.2 | $250.4M | 872,990 |
| Alphabet Inc.$GOOG | 80.2 | $218.9M | 761,134 |
| CAPITAL GROUP DIVIDEND GROWE | — | $213.2M | 5,937,518 |
| CAPITAL GROUP GLOBAL EQUITY | — | $211.0M | 6,918,527 |
| CAPITAL GROUP CORE EQUITY ET | — | $195.9M | 5,098,451 |
| CAPITAL GROUP CONSERVATIVE E | — | $160.3M | 5,378,772 |
| CAPITAL GROUP INTL FOCUS EQT | — | $105.3M | 3,571,580 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capital Group Private Client Services, Inc.'s 240 positions.
Showing top 10 of 240 holdings.
Sector Allocation
Other
$4.1B
Technology
$1.0B
Financials
$202.0M
Healthcare
$140.1M
Industrials
$114.9M
Consumer Discretionary
$112.8M
Energy
$88.0M
Utilities
$53.7M
Full Holdings — Capital Group Private Client Services, Inc. (Q1 2026)
All 240 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 | — | CAPITAL GROUP GROWTH ETF | $1.1B | 18.4% | +13% | — |
| 2 | — | CAPITAL GROUP GBL GROWTH EQT | $789.0M | 13.3% | +12% | — |
| 3 | — | CAPITAL GROUP DIVIDEND VALUE | $494.9M | 8.3% | +15% | — |
| 4 | $GOOGL | Alphabet Inc. | $250.4M | 4.2% | -7% | 80.2 |
| 5 | $GOOG | Alphabet Inc. | $218.9M | 3.7% | -4% | 80.2 |
| 6 | — | CAPITAL GROUP DIVIDEND GROWE | $213.2M | 3.6% | +15% | — |
| 7 | — | CAPITAL GROUP GLOBAL EQUITY | $211.0M | 3.6% | +28% | — |
| 8 | — | CAPITAL GROUP CORE EQUITY ET | $195.9M | 3.3% | +8% | — |
| 9 | — | CAPITAL GROUP CONSERVATIVE E | $160.3M | 2.7% | +44% | — |
| 10 | — | CAPITAL GROUP INTL FOCUS EQT | $105.3M | 1.8% | +10% | — |
| 11 | — | CAPITAL GROUP NEW GEOGRAPHY | $100.9M | 1.7% | +20% | — |
| 12 |  $AVGO | Broadcom Inc. | $96.7M | 1.6% | -33% | 86.4 |
| 13 | — | VANGUARD INDEX FDS | $77.7M | 1.3% | +2% | — |
| 14 | — | CAPITAL GROUP INTERNATIONAL | $72.8M | 1.2% | +34% | — |
| 15 |  $MSFT | MICROSOFT CORP | $65.5M | 1.1% | -28% | 83.7 |
| 16 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $62.2M | 1.1% | -26% | — |
| 17 | — | CAPITAL GRP FIXED INCM ETF T | $61.6M | 1.0% | +2% | — |
| 18 |  $AMZN | AMAZON COM INC | $57.7M | 1.0% | -11% | 74.6 |
| 19 |  $AAPL | Apple Inc. | $53.5M | 0.9% | -29% | 76.1 |
| 20 |  $META | Meta Platforms, Inc. | $50.0M | 0.8% | -16% | 80.9 |
| 21 |  $AZN | ASTRAZENECA PLC | $47.1M | 0.8% | +188% | — |
| 22 | — | CAPITAL GRP FIXED INCM ETF T | $43.2M | 0.7% | +2% | — |
| 23 | — | CAPITAL GROUP INTERNATIONAL | $42.2M | 0.7% | +19% | — |
| 24 |  $IAU | ISHARES GOLD TRUST | $40.4M | 0.7% | +10% | — |
| 25 |  $GE | GENERAL ELECTRIC CO | $39.3M | 0.7% | -33% | 74.8 |
| 26 |  $TTE | TotalEnergies SE | $38.3M | 0.7% | -5% | — |
| 27 |  $GEV | GE Vernova Inc. | $34.5M | 0.6% | -33% | 70.1 |
| 28 | — | ISHARES TR | $34.1M | 0.6% | +123% | — |
| 29 |  $JPM | JPMORGAN CHASE & CO | $33.1M | 0.6% | -34% | 35.6 |
| 30 |  $SPY | SPDR S&P 500 ETF TRUST | $31.1M | 0.5% | -9% | — |
| 31 |  $KLAC | KLA CORP | $30.8M | 0.5% | -29% | 84.4 |
| 32 |  $PM | Philip Morris International Inc. | $27.5M | 0.5% | -31% | 80.5 |
| 33 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $24.5M | 0.4% | -31% | 60.5 |
| 34 |  $CEG | Constellation Energy Corp | $24.4M | 0.4% | -28% | 62.5 |
| 35 |  $NVDA | NVIDIA CORP | $24.3M | 0.4% | +0% | 90.2 |
| 36 |  $V | VISA INC. | $22.0M | 0.4% | -41% | 83.5 |
| 37 | — | CAPITAL GROUP EQUITY ETF TR | $21.7M | 0.4% | +53% | — |
| 38 | — | CAPITAL GRP FIXED INCM ETF T | $21.0M | 0.3% | +3% | — |
| 39 |  $LIN | LINDE PLC | $20.8M | 0.3% | -27% | — |
| 40 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $20.5M | 0.3% | -34% | 71.5 |
| 41 |  $WELL | WELLTOWER INC. | $19.0M | 0.3% | -10% | 75.7 |
| 42 |  $AMGN | AMGEN INC | $18.8M | 0.3% | -28% | 79.5 |
| 43 | — | VANGUARD INDEX FDS | $17.7M | 0.3% | -6% | — |
| 44 |  $RTX | RTX Corp | $17.5M | 0.3% | -19% | 70 |
| 45 |  $MU | MICRON TECHNOLOGY INC | $16.2M | 0.3% | -31% | 88.4 |
| 46 | — | VANGUARD INDEX FDS | $15.8M | 0.3% | +5% | — |
| 47 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $15.7M | 0.3% | -34% | — |
| 48 | — | SPDR SERIES TRUST | $15.6M | 0.3% | -1% | — |
| 49 |  $ABT | ABBOTT LABORATORIES | $15.0M | 0.3% | -37% | 67 |
| 50 |  $ATO | ATMOS ENERGY CORP | $14.9M | 0.3% | -24% | 72 |
| 51 | — | DIMENSIONAL ETF TRUST | $14.4M | 0.2% | +551% | — |
| 52 |  $LLY | ELI LILLY & Co | $14.3M | 0.2% | -29% | 89.3 |
| 53 | — | VANGUARD SCOTTSDALE FDS | $14.1M | 0.2% | +0% | — |
| 54 | — | ISHARES TR | $13.6M | 0.2% | +2% | — |
| 55 |  $MDLZ | Mondelez International, Inc. | $12.6M | 0.2% | -20% | 53.9 |
| 56 |  $ABBV | AbbVie Inc. | $12.5M | 0.2% | -6% | 59.3 |
| 57 |  $RYAAY | RYANAIR HOLDINGS PLC | $12.3M | 0.2% | -16% | — |
| 58 |  $SHOP | SHOPIFY INC. | $12.2M | 0.2% | +24% | — |
| 59 | — | CAPITAL GROUP EQUITY ETF TR | $11.5M | 0.2% | +101% | — |
| 60 |  $MA | Mastercard Inc | $11.4M | 0.2% | -39% | 81.7 |
| 61 |  $DOV | DOVER Corp | $11.3M | 0.2% | +39% | 63.1 |
| 62 | — | CAPITAL GRP FIXED INCM ETF T | $11.3M | 0.2% | +0% | — |
| 63 |  $TDG | TransDigm Group INC | $11.2M | 0.2% | -31% | 75.4 |
| 64 |  $CNP | CENTERPOINT ENERGY INC | $10.7M | 0.2% | -11% | 55.9 |
| 65 | — | CAPITAL GROUP CORE BALANCED | $10.2M | 0.2% | +43% | — |
| 66 |  $IR | Ingersoll Rand Inc. | $10.0M | 0.2% | -34% | 55.4 |
| 67 | — | ISHARES TR | $10.0M | 0.2% | +3% | — |
| 68 |  $COP | CONOCOPHILLIPS | $9.8M | 0.2% | -31% | 74.8 |
| 69 |  $B | BARRICK MINING CORP | $9.6M | 0.2% | -22% | — |
| 70 | — | CAPITAL GRP FIXED INCM ETF T | $9.6M | 0.2% | +54% | — |
| 71 |  $NOW | ServiceNow, Inc. | $9.2M | 0.2% | -37% | 76 |
| 72 |  $CRM | Salesforce, Inc. | $9.0M | 0.1% | -33% | 75.2 |
| 73 |  $UNH | UNITEDHEALTH GROUP INC | $8.7M | 0.1% | -33% | 66.8 |
| 74 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $8.6M | 0.1% | -19% | 76.6 |
| 75 |  $ONC | BeOne Medicines Ltd. | $8.5M | 0.1% | -31% | — |
| 76 | — | VANGUARD BD INDEX FDS | $8.2M | 0.1% | +4% | — |
| 77 |  $AON | Aon plc | $7.9M | 0.1% | -42% | — |
| 78 | — | CAPITAL GROUP EQUITY ETF TR | $7.8M | 0.1% | +1% | — |
| 79 |  $WCN | Waste Connections, Inc. | $7.7M | 0.1% | -26% | — |
| 80 |  $TRP | TC ENERGY CORP | $7.5M | 0.1% | -47% | — |
| 81 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.2M | 0.1% | -0% | — |
| 82 |  $SPGI | S&P Global Inc. | $7.2M | 0.1% | -20% | 79.4 |
| 83 | — | AMERICAN CENTY ETF TR | $6.9M | 0.1% | +0% | — |
| 84 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $6.9M | 0.1% | -64% | — |
| 85 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6.9M | 0.1% | -31% | 60.7 |
| 86 | — | CAPITAL GRP FIXED INCM ETF T | $6.8M | 0.1% | +639% | — |
| 87 | — | SPDR SERIES TRUST | $6.7M | 0.1% | +0% | — |
| 88 |  $APH | AMPHENOL CORP /DE/ | $6.6M | 0.1% | +28% | 80.5 |
| 89 |  $XOM | EXXON MOBIL CORP | $6.6M | 0.1% | -29% | 61.8 |
| 90 | — | ISHARES TR | $6.5M | 0.1% | -0% | — |
| 91 |  $AJG | Arthur J. Gallagher & Co. | $6.5M | 0.1% | -33% | 72.1 |
| 92 |  $ATI | ATI INC | $6.5M | 0.1% | -30% | 64.5 |
| 93 |  $URI | UNITED RENTALS, INC. | $6.4M | 0.1% | -43% | 70.7 |
| 94 |  $DHR | DANAHER CORP /DE/ | $6.3M | 0.1% | -32% | 63.9 |
| 95 |  $ETR | ENTERGY CORP /DE/ | $6.2M | 0.1% | -14% | 65.1 |
| 96 |  $MELI | MERCADOLIBRE INC | $6.1M | 0.1% | -67% | 77.5 |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.8M | 0.1% | -22% | 70.9 |
| 98 |  $AME | AMETEK INC/ | $5.8M | 0.1% | -37% | 74.2 |
| 99 |  $GLD | SPDR GOLD TRUST | $5.7M | 0.1% | +51% | — |
| 100 |  $TJX | TJX COMPANIES INC /DE/ | $5.7M | 0.1% | -42% | 70.7 |
| 101 |  $AMX | AMERICA MOVIL SAB DE CV/ | $5.4M | 0.1% | -45% | — |
| 102 |  $HLT | Hilton Worldwide Holdings Inc. | $5.3M | 0.1% | -51% | 73.1 |
| 103 | — | ISHARES INC | $5.1M | 0.1% | +0% | — |
| 104 |  $HEI | HEICO CORP | $5.0M | 0.1% | -42% | 79.2 |
| 105 |  $CAT | CATERPILLAR INC | $4.7M | 0.1% | +2% | 67.8 |
| 106 |  $SRE | SEMPRA | $4.7M | 0.1% | -59% | 47.6 |
| 107 |  $MS | MORGAN STANLEY | $4.6M | 0.1% | -19% | — |
| 108 |  $PHYS | Sprott Physical Gold Trust | $4.6M | 0.1% | -0% | — |
| 109 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 0.1% | +0% | — |
| 110 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $4.6M | 0.1% | -37% | 72.9 |
| 111 |  $TMUS | T-Mobile US, Inc. | $4.6M | 0.1% | -40% | 72.7 |
| 112 | — | ISHARES TR | $4.6M | 0.1% | -18% | — |
| 113 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.5M | 0.1% | -48% | 65.9 |
| 114 |  $BURL | Burlington Stores, Inc. | $4.4M | 0.1% | +17% | 59.4 |
| 115 |  $NFLX | NETFLIX INC | $4.4M | 0.1% | -50% | 86.7 |
| 116 |  $HEI.A | HEICO CORP | $4.3M | 0.1% | -33% | 79.2 |
| 117 |  $PGR | PROGRESSIVE CORP/OH/ | $4.2M | 0.1% | -48% | 83.6 |
| 118 | — | VANGUARD INTL EQUITY INDEX F | $4.1M | 0.1% | +8% | — |
| 119 | — | ISHARES TR | $4.1M | 0.1% | +3% | — |
| 120 |  $KKR | KKR & Co. Inc. | $4.0M | 0.1% | -21% | 49.8 |
| 121 | — | ISHARES TR | $4.0M | 0.1% | -2% | — |
| 122 |  $ARMK | Aramark | $4.0M | 0.1% | -26% | 53 |
| 123 |  $LII | LENNOX INTERNATIONAL INC | $3.9M | 0.1% | +26% | 64.8 |
| 124 |  $ITT | ITT INC. | $3.8M | 0.1% | -45% | 63.1 |
| 125 |  $YUM | YUM BRANDS INC | $3.8M | 0.1% | -41% | 71.7 |
| 126 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.7M | 0.1% | -18% | 65.3 |
| 127 | — | CAPITAL GRP FIXED INCM ETF T | $3.5M | 0.1% | -1% | — |
| 128 | — | VANGUARD TAX-MANAGED FDS | $3.5M | 0.1% | +6% | — |
| 129 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.1% | -45% | 67 |
| 130 | — | CAPITAL GRP FIXED INCM ETF T | $3.4M | 0.1% | +0% | — |
| 131 |  $RBLX | Roblox Corp | $3.3M | 0.1% | -17% | 53.7 |
| 132 |  $SBUX | STARBUCKS CORP | $3.2M | 0.1% | -16% | 54.6 |
| 133 |  $EQT | EQT Corp | $3.1M | 0.1% | -40% | 83.3 |
| 134 | — | SPDR SERIES TRUST | $3.1M | 0.1% | +1% | — |
| 135 | — | VANGUARD SCOTTSDALE FDS | $3.0M | 0.1% | +1% | — |
| 136 |  $CVE | CENOVUS ENERGY INC. | $2.9M | 0.1% | NEW | — |
| 137 | — | ISHARES TR | $2.9M | 0.1% | -29% | — |
| 138 |  $TFC | TRUIST FINANCIAL CORP | $2.9M | 0.1% | -61% | — |
| 139 |  $OKE | ONEOK INC /NEW/ | $2.9M | 0.1% | +2% | 72 |
| 140 |  $ACGL | ARCH CAPITAL GROUP LTD. | $2.9M | 0.1% | -44% | — |
| 141 |  $QGEN | QIAGEN N.V. | $2.9M | 0.1% | -16% | — |
| 142 |  $WPM | Wheaton Precious Metals Corp. | $2.8M | 0.1% | NEW | — |
| 143 |  $PAYX | PAYCHEX INC | $2.8M | 0.1% | -31% | 75.1 |
| 144 |  $KO | COCA COLA CO | $2.6M | 0.0% | +71% | 74 |
| 145 | — | SCHWAB STRATEGIC TR | $2.5M | 0.0% | +82% | — |
| 146 | — | VANGUARD INDEX FDS | $2.5M | 0.0% | +23% | — |
| 147 |  $JKHY | JACK HENRY & ASSOCIATES INC | $2.4M | 0.0% | -24% | 72.8 |
| 148 | — | ISHARES TR | $2.4M | 0.0% | +19% | — |
| 149 | — | ISHARES TR | $2.4M | 0.0% | +18% | — |
| 150 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.3M | 0.0% | -16% | 71 |
| 151 |  $KDP | Keurig Dr Pepper Inc. | $2.2M | 0.0% | -43% | 63.1 |
| 152 |  $HD | HOME DEPOT, INC. | $2.2M | 0.0% | -20% | 69.2 |
| 153 |  $SPOT | Spotify Technology S.A. | $2.2M | 0.0% | -16% | — |
| 154 | — | DIMENSIONAL ETF TRUST | $2.2M | 0.0% | +584% | — |
| 155 | — | ISHARES TR | $2.1M | 0.0% | -6% | — |
| 156 |  $TEL | TE Connectivity plc | $2.1M | 0.0% | -34% | — |
| 157 | — | ISHARES TR | $2.0M | 0.0% | +1% | — |
| 158 |  $SOBO | South Bow Corp | $2.0M | 0.0% | -44% | — |
| 159 |  $MSCI | MSCI Inc. | $1.9M | 0.0% | -29% | 77.6 |
| 160 |  $CB | Chubb Ltd | $1.9M | 0.0% | -58% | — |
| 161 |  $RACE | Ferrari N.V. | $1.9M | 0.0% | -74% | — |
| 162 |  $ASML | ASML HOLDING NV | $1.8M | 0.0% | -60% | — |
| 163 | — | VANGUARD INDEX FDS | $1.8M | 0.0% | +135% | — |
| 164 |  $AMAT | APPLIED MATERIALS INC /DE | $1.8M | 0.0% | -35% | 74.8 |
| 165 |  $CARR | CARRIER GLOBAL Corp | $1.7M | 0.0% | -62% | 61.5 |
| 166 | — | VANGUARD WHITEHALL FDS | $1.7M | 0.0% | +0% | — |
| 167 | — | VANGUARD INDEX FDS | $1.6M | 0.0% | +9% | — |
| 168 |  $PSA | Public Storage | $1.6M | 0.0% | +20% | 73.9 |
| 169 |  $HUM | HUMANA INC | $1.6M | 0.0% | +15% | 82 |
| 170 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.0% | +14% | — |
| 171 | — | VANGUARD WORLD FD | $1.5M | 0.0% | +1% | — |
| 172 | — | VANGUARD BD INDEX FDS | $1.5M | 0.0% | +0% | — |
| 173 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.0% | +7% | — |
| 174 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $1.3M | 0.0% | +91% | — |
| 175 |  $WT | WisdomTree, Inc. | $1.3M | 0.0% | +0% | 62.9 |
| 176 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $1.3M | 0.0% | -83% | — |
| 177 |  $CVS | CVS HEALTH Corp | $1.3M | 0.0% | +438% | 51.3 |
| 178 | — | ISHARES TR | $1.3M | 0.0% | -5% | — |
| 179 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.0% | +27% | — |
| 180 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $1.3M | 0.0% | -45% | — |
| 181 | — | SCHWAB STRATEGIC TR | $1.2M | 0.0% | -3% | — |
| 182 | — | VANGUARD MUN BD FDS | $1.2M | 0.0% | +43% | — |
| 183 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.2M | 0.0% | -42% | 68.8 |
| 184 | — | ISHARES TR | $1.1M | 0.0% | +26% | — |
| 185 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.0% | -25% | 41.2 |
| 186 |  $SHW | SHERWIN WILLIAMS CO | $1.1M | 0.0% | -78% | 65.3 |
| 187 | — | ISHARES TR | $983,905 | 0.0% | +21% | — |
| 188 | — | ISHARES TR | $937,108 | 0.0% | -4% | — |
| 189 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $916,600 | 0.0% | +0% | 64.7 |
| 190 | — | DIMENSIONAL ETF TRUST | $909,698 | 0.0% | +56% | — |
| 191 | — | VANGUARD STAR FDS | $888,559 | 0.0% | -23% | — |
| 192 | $META | Meta Platforms, Inc. | $844,400 | 0.0% | -19% | 80.9 |
| 193 | — | SPDR SERIES TRUST | $832,898 | 0.0% | +0% | — |
| 194 | — | ISHARES TR | $815,744 | 0.0% | -4% | — |
| 195 |  $STZ | CONSTELLATION BRANDS, INC. | $807,150 | 0.0% | -52% | 65 |
| 196 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 197 | — | ISHARES TR | $697,752 | 0.0% | -0% | — |
| 198 |  $STT | STATE STREET CORP | $689,575 | 0.0% | +0% | 61.5 |
| 199 | — | SPDR SERIES TRUST | $675,430 | 0.0% | -1% | — |
| 200 |  $SW | Smurfit Westrock plc | $666,770 | 0.0% | +18% | — |
| 201 | — | ISHARES TR | $633,908 | 0.0% | -1% | — |
| 202 | — | VANGUARD SPECIALIZED FUNDS | $625,227 | 0.0% | -0% | — |
| 203 | — | VANGUARD INDEX FDS | $614,981 | 0.0% | +0% | — |
| 204 |  $TOST | Toast, Inc. | $612,673 | 0.0% | -82% | 69.5 |
| 205 |  $INTC | INTEL CORP | $609,347 | 0.0% | -51% | 41.5 |
| 206 |  $BUD | Anheuser-Busch InBev SA/NV | $608,514 | 0.0% | -54% | — |
| 207 |  $BX | Blackstone Inc. | $588,404 | 0.0% | -53% | 68 |
| 208 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $557,134 | 0.0% | -70% | 52.1 |
| 209 | — | ISHARES TR | $556,032 | 0.0% | +1% | — |
| 210 | — | ISHARES TR | $549,040 | 0.0% | +0% | — |
| 211 | — | VANGUARD INDEX FDS | $546,476 | 0.0% | +0% | — |
| 212 |  $SAP | SAP SE | $541,024 | 0.0% | -8% | — |
| 213 |  $BABA | Alibaba Group Holding Ltd | $533,456 | 0.0% | +0% | — |
| 214 | — | SELECT SECTOR SPDR TR | $466,246 | 0.0% | +33% | — |
| 215 | — | AMERICAN CENTY ETF TR | $445,584 | 0.0% | -91% | — |
| 216 |  $NVO | NOVO NORDISK A S | $439,383 | 0.0% | -49% | — |
| 217 | $WT | WisdomTree, Inc. | $437,263 | 0.0% | +0% | 62.9 |
| 218 |  $APP | AppLovin Corp | $416,308 | 0.0% | NEW | 86.8 |
| 219 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $413,748 | 0.0% | NEW | 74.4 |
| 220 | — | VANGUARD BD INDEX FDS | $410,859 | 0.0% | -3% | — |
| 221 | — | SPDR INDEX SHS FDS | $390,573 | 0.0% | +2% | — |
| 222 | — | SCHWAB STRATEGIC TR | $363,069 | 0.0% | +0% | — |
| 223 |  $CR | Crane Co | $353,457 | 0.0% | NEW | 64.8 |
| 224 |  $FCX | FREEPORT-MCMORAN INC | $346,861 | 0.0% | +3% | 73.1 |
| 225 | — | PIMCO ETF TR | $330,431 | 0.0% | +6% | — |
| 226 | — | VANGUARD CHARLOTTE FDS | $316,376 | 0.0% | +57% | — |
| 227 | — | ETF SER SOLUTIONS | $280,503 | 0.0% | NEW | — |
| 228 | — | AMERICAN CENTY ETF TR | $272,769 | 0.0% | -96% | — |
| 229 |  $SONY | Sony Group Corp | $264,629 | 0.0% | -5% | — |
| 230 |  $CME | CME GROUP INC. | $264,338 | 0.0% | -82% | 74.5 |
| 231 | — | VANGUARD INDEX FDS | $260,452 | 0.0% | +18% | — |
| 232 | — | SIMPLIFY EXCHANGE TRADED FUN | $258,148 | 0.0% | NEW | — |
| 233 | — | ISHARES TR | $250,311 | 0.0% | -3% | — |
| 234 | — | VANGUARD INDEX FDS | $249,472 | 0.0% | +4% | — |
| 235 |  $JNJ | JOHNSON & JOHNSON | $245,173 | 0.0% | -66% | 72.8 |
| 236 | — | ISHARES TR | $235,411 | 0.0% | -6% | — |
| 237 | — | ISHARES TR | $212,594 | 0.0% | +0% | — |
| 238 | — | DIMENSIONAL ETF TRUST | $206,895 | 0.0% | -64% | — |
| 239 | — | SPDR SERIES TRUST | $206,388 | 0.0% | -35% | — |
| 240 | — | SPDR SERIES TRUST | $201,991 | 0.0% | +0% | — |
New Positions (7)
Exited Positions (56)
$ACN Accenture plc
$CSX CSX CORP
$HON HONEYWELL INTERNATIONAL INC
$FDX FEDEX CORP
$AWI ARMSTRONG WORLD INDUSTRIES INC
$HSY HERSHEY CO
$TEAM Atlassian Corp
$CCZ COMCAST CORP
$AES AES CORP
$SAIA SAIA INC
$WMS ADVANCED DRAINAGE SYSTEMS, INC.
$BMY BRISTOL MYERS SQUIBB CO
$FLUT Flutter Entertainment plc
$NSC NORFOLK SOUTHERN CORP
$IT GARTNER INCBrowse Top Institutional Investors
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