Gould Capital, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908965
Institutional-grade research for retail investors
13F Reported Value
ⓘ$165.3M
Holdings
204
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Gould Capital, LLC disclosed 204 positions worth $165.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 13 new positions and exited 10 — including a new stake in $KMI and a full exit from $__PARK_1390777. The portfolio is most concentrated in Other (44.9% of disclosed assets). All figures are sourced directly from Gould Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1908965.
AI Fund Analysis
ConcentratingVANGUARD FTSE DEVELOPED MA
10.0% weight
Held 9 quarters
ISHARES 3-7 YEAR TREASURY
9.1% weight
Held 9 quarters
VANGUARD TOTAL BOND MARKET
9.0% weight
Held 9 quarters
VANGUARD TOTAL INTERNATION
5.0% weight
Held 9 quarters
VANGUARD FTSE EMERGING MAR
4.3% weight
Held 9 quarters
$SBUX5 quarters accumulating
$DVN5 quarters accumulating
$ETB5 quarters accumulating
$AMZN4 quarters accumulating
$APO4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$16.6M258,902 shISHARES 3-7 YEAR TREASURY BOND ETF - ETF
—Quality
$15.0M126,530 shVANGUARD TOTAL BOND MARKET ETF - ETF
—Quality
$14.9M201,729 shVANGUARD TOTAL INTERNATIONAL BOND ETF - ETF
—Quality
$8.3M173,091 shVANGUARD FTSE EMERGING MARKETS ETF - ETF
—Quality
$7.1M131,348 sh- —
Quality
$5.4M12,590 sh - 76.1
Quality
$5.0M19,658 sh - 71.6
Quality
$4.0M80,088 sh - 67.0
Quality
$3.9M3,960 sh - 83.7
Quality
$3.8M10,194 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $16.6M | 258,902 |
| ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | — | $15.0M | 126,530 |
| VANGUARD TOTAL BOND MARKET ETF - ETF | — | $14.9M | 201,729 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | — | $8.3M | 173,091 |
| VANGUARD FTSE EMERGING MARKETS ETF - ETF | — | $7.1M | 131,348 |
 SPDR GOLD TRUST$GLD | — | $5.4M | 12,590 |
 Apple Inc.$AAPL | 76.1 | $5.0M | 19,658 |
 VERIZON COMMUNICATIONS INC$VZ | 71.6 | $4.0M | 80,088 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $3.9M | 3,960 |
 MICROSOFT CORP$MSFT | 83.7 | $3.8M | 10,194 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gould Capital, LLC's 204 positions.
Showing top 10 of 204 holdings.
Sector Allocation
Other
$74.1M
Financials
$21.4M
Technology
$20.3M
Industrials
$11.3M
Consumer Discretionary
$9.3M
Communication Services
$7.4M
Energy
$5.7M
Healthcare
$5.5M
Full Holdings — Gould Capital, LLC (Q1 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 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $16.6M | 10.0% | +8% | — |
| 2 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $15.0M | 9.1% | +19% | — |
| 3 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $14.9M | 9.0% | +19% | — |
| 4 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $8.3M | 5.0% | +12% | — |
| 5 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $7.1M | 4.3% | +6% | — |
| 6 | $GLD | SPDR GOLD TRUST | $5.4M | 3.3% | -14% | — |
| 7 | $AAPL | Apple Inc. | $5.0M | 3.0% | -1% | 76.1 |
| 8 | $VZ | VERIZON COMMUNICATIONS INC | $4.0M | 2.4% | +3% | 71.6 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $3.9M | 2.4% | +11% | 67 |
| 10 | $MSFT | MICROSOFT CORP | $3.8M | 2.3% | +1% | 83.7 |
| 11 |  $KMI | KINDER MORGAN, INC. | $3.8M | 2.3% | NEW | 74.6 |
| 12 |  $MRK | Merck & Co., Inc. | $3.5M | 2.1% | -8% | 70.9 |
| 13 |  $CAT | CATERPILLAR INC | $3.5M | 2.1% | -38% | 67.8 |
| 14 |  $KO | COCA COLA CO | $3.4M | 2.0% | -6% | 74 |
| 15 |  $UNP | UNION PACIFIC CORP | $3.3M | 2.0% | +3% | 74 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 2.0% | -2% | 64.5 |
| 17 | $SBUX | STARBUCKS CORP | $3.3M | 2.0% | +4% | 54.6 |
| 18 | — | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETF | $3.2M | 2.0% | +9% | — |
| 19 |  $AES | AES CORP | $3.2M | 1.9% | -8% | 50.9 |
| 20 |  $AFL | AFLAC INC | $3.2M | 1.9% | -2% | 60.3 |
| 21 |  $PSA | Public Storage | $3.1M | 1.9% | +7% | 73.9 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 1.8% | NEW | 35.6 |
| 23 |  $GOOGL | Alphabet Inc. | $2.8M | 1.7% | -37% | 80.2 |
| 24 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $2.4M | 1.5% | +11% | — |
| 25 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $2.4M | 1.4% | +11% | — |
| 26 |  $DELL | Dell Technologies Inc. | $2.0M | 1.2% | +10% | 76 |
| 27 |  $NVDA | NVIDIA CORP | $2.0M | 1.2% | -15% | 90.2 |
| 28 | $DVN | DEVON ENERGY CORP/DE | $1.9M | 1.2% | +19% | 70.2 |
| 29 |  $PWR | QUANTA SERVICES, INC. | $1.9M | 1.1% | -11% | 62.6 |
| 30 | $AMZN | AMAZON COM INC | $1.9M | 1.1% | +6% | 74.6 |
| 31 |  $NFLX | NETFLIX INC | $1.7M | 1.1% | +18% | 86.7 |
| 32 |  $LRCX | LAM RESEARCH CORP | $1.7M | 1.0% | -51% | 82.4 |
| 33 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 1.0% | -9% | 77.8 |
| 34 |  $TMUS | T-Mobile US, Inc. | $1.6M | 1.0% | +80% | 72.7 |
| 35 |  $META | Meta Platforms, Inc. | $1.5M | 0.9% | +17% | 80.9 |
| 36 |  $V | VISA INC. | $1.4M | 0.9% | +12% | 83.5 |
| 37 |  $RMBS | RAMBUS INC | $1.4M | 0.8% | -14% | 75.2 |
| 38 | $APO | Apollo Global Management, Inc. | $1.2M | 0.7% | +20% | 55.7 |
| 39 |  $VEEV | VEEVA SYSTEMS INC | $1.2M | 0.7% | +47% | 77.8 |
| 40 |  $RKT | Rocket Companies, Inc. | $1.1M | 0.7% | -17% | — |
| 41 |  $IBIT | iShares Bitcoin Trust ETF | $993,042 | 0.6% | +47% | — |
| 42 |  $NZF | Nuveen Municipal Credit Income Fund | $847,618 | 0.5% | -5% | — |
| 43 | — | VANGUARD TOTAL WORLD BOND ETF - ETF | $652,196 | 0.4% | +8% | — |
| 44 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $636,486 | 0.4% | -0% | 33 |
| 45 |  $IAU | ISHARES GOLD TRUST | $383,496 | 0.2% | -5% | — |
| 46 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | $333,060 | 0.2% | -5% | — |
| 47 |  $NAD | Nuveen Quality Municipal Income Fund | $329,924 | 0.2% | -2% | — |
| 48 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $301,192 | 0.2% | +5% | — |
| 49 |  $GOOG | Alphabet Inc. | $239,250 | 0.1% | -4% | 80.2 |
| 50 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $180,435 | 0.1% | +2% | — |
| 51 |  $TSLA | Tesla, Inc. | $153,533 | 0.1% | +14% | 50.1 |
| 52 |  $GLDM | World Gold Trust | $150,529 | 0.1% | +40% | — |
| 53 | — | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | $150,020 | 0.1% | -96% | — |
| 54 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | $149,210 | 0.1% | -8% | — |
| 55 |  $RKLB | Rocket Lab Corp | $142,890 | 0.1% | +11% | 37.2 |
| 56 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - ETF | $135,137 | 0.1% | +41% | — |
| 57 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $127,231 | 0.1% | +168% | — |
| 58 | — | VANGUARD CORE TAX-EXEMPT BOND ETF - ETF | $123,998 | 0.1% | +0% | — |
| 59 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $123,666 | 0.1% | NEW | — |
| 60 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $121,195 | 0.1% | +0% | 66.7 |
| 61 |  $DHC | DIVERSIFIED HEALTHCARE TRUST | $118,486 | 0.1% | +0% | 39.7 |
| 62 |  $BANR | BANNER CORP | $117,294 | 0.1% | +0% | — |
| 63 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | $116,953 | 0.1% | +53% | — |
| 64 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $113,899 | 0.1% | +50% | — |
| 65 | $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $108,408 | 0.1% | +0% | — |
| 66 |  $RIVN | Rivian Automotive, Inc. / DE | $105,726 | 0.1% | +0% | 36 |
| 67 | — | ISHARES RUSSELL 3000 ETF - ETF | $88,222 | 0.1% | +0% | — |
| 68 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $81,710 | 0.1% | -9% | — |
| 69 |  $NEE | NEXTERA ENERGY INC | $74,490 | 0.1% | +4% | 71.7 |
| 70 |  $NAT | NORDIC AMERICAN TANKERS Ltd | $74,422 | 0.1% | +0% | — |
| 71 |  $IVZ | Invesco Ltd. | $72,755 | 0.0% | +8% | — |
| 72 |  $MEDP | Medpace Holdings, Inc. | $72,029 | 0.0% | +0% | 77.4 |
| 73 |  $ORCL | ORACLE CORP | $70,613 | 0.0% | +0% | 67.2 |
| 74 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $66,739 | 0.0% | +0% | — |
| 75 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $58,731 | 0.0% | NEW | — |
| 76 |  $SCHW | SCHWAB CHARLES CORP | $56,388 | 0.0% | +0% | 77.2 |
| 77 |  $ES | EVERSOURCE ENERGY | $55,424 | 0.0% | +0% | 67 |
| 78 |  $WY | WEYERHAEUSER CO | $52,036 | 0.0% | +0% | 52.9 |
| 79 |  $SAN | Banco Santander, S.A. | $50,997 | 0.0% | -32% | — |
| 80 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF - ETF | $50,570 | 0.0% | +0% | — |
| 81 |  $OC | Owens Corning | $48,591 | 0.0% | +88% | 47.3 |
| 82 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $48,375 | 0.0% | +0% | — |
| 83 |  $BA | BOEING CO | $48,364 | 0.0% | +0% | 51.8 |
| 84 |  $ECL | ECOLAB INC. | $47,884 | 0.0% | +14% | 64.3 |
| 85 | — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | $47,711 | 0.0% | +0% | — |
| 86 |  $A | AGILENT TECHNOLOGIES, INC. | $46,618 | 0.0% | +55% | 64.6 |
| 87 |  $COIN | Coinbase Global, Inc. | $44,526 | 0.0% | +0% | 68 |
| 88 |  $WMB | WILLIAMS COMPANIES, INC. | $43,668 | 0.0% | +0% | 72.8 |
| 89 |  $AXON | AXON ENTERPRISE, INC. | $42,469 | 0.0% | +0% | 55.6 |
| 90 |  $ENPH | Enphase Energy, Inc. | $41,591 | 0.0% | -22% | 44.1 |
| 91 |  $BROS | Dutch Bros Inc. | $40,832 | 0.0% | +0% | 65.9 |
| 92 |  $CORT | CORCEPT THERAPEUTICS INC | $40,310 | 0.0% | +67% | 55.4 |
| 93 |  $GBCI | GLACIER BANCORP, INC. | $38,193 | 0.0% | +0% | 62.1 |
| 94 |  $AEHR | AEHR TEST SYSTEMS | $37,080 | 0.0% | +0% | 16.3 |
| 95 |  $DGX | QUEST DIAGNOSTICS INC | $37,040 | 0.0% | +11% | 69.1 |
| 96 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $36,765 | 0.0% | NEW | 50.6 |
| 97 | — | ISHARES SEMICONDUCTOR ETF - ETF | $36,179 | 0.0% | +39% | — |
| 98 |  $PLD | Prologis, Inc. | $35,953 | 0.0% | +22% | 67.5 |
| 99 |  $ATAI | Atai Beckley N.V. | $35,400 | 0.0% | +0% | — |
| 100 |  $CL | COLGATE PALMOLIVE CO | $35,115 | 0.0% | +39% | 72.4 |
| 101 |  $CMI | CUMMINS INC | $34,971 | 0.0% | -7% | 58.9 |
| 102 |  $MU | MICRON TECHNOLOGY INC | $33,784 | 0.0% | -77% | 88.4 |
| 103 |  $NKE | NIKE, Inc. | $33,439 | 0.0% | +0% | 53.4 |
| 104 |  $HD | HOME DEPOT, INC. | $32,889 | 0.0% | +59% | 69.2 |
| 105 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | $32,175 | 0.0% | -78% | — |
| 106 |  $LULU | lululemon athletica inc. | $31,539 | 0.0% | NEW | 62.9 |
| 107 |  $EFT | Eaton Vance Floating-Rate Income Trust | $30,612 | 0.0% | +1% | — |
| 108 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $29,590 | 0.0% | +0% | — |
| 109 |  $FFIV | F5, INC. | $28,933 | 0.0% | +0% | 70 |
| 110 |  $GNRC | GENERAC HOLDINGS INC. | $28,909 | 0.0% | -59% | 58.2 |
| 111 |  $PFE | PFIZER INC | $28,089 | 0.0% | +0% | 69 |
| 112 |  $COF | CAPITAL ONE FINANCIAL CORP | $27,365 | 0.0% | +50% | 71 |
| 113 |  $RDDT | Reddit, Inc. | $26,930 | 0.0% | +0% | 79.3 |
| 114 |  $JNJ | JOHNSON & JOHNSON | $26,888 | 0.0% | +0% | 72.8 |
| 115 |  $YMM | Full Truck Alliance Co. Ltd. | $25,910 | 0.0% | +0% | — |
| 116 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | $25,620 | 0.0% | -31% | — |
| 117 |  $UBER | Uber Technologies, Inc | $24,816 | 0.0% | +0% | 79.3 |
| 118 |  $TGT | TARGET CORP | $24,240 | 0.0% | +0% | 53.1 |
| 119 |  $HON | HONEYWELL INTERNATIONAL INC | $22,603 | 0.0% | +0% | 65.7 |
| 120 |  $SHOP | SHOPIFY INC. | $19,572 | 0.0% | +0% | — |
| 121 |  $PCAR | PACCAR INC | $19,404 | 0.0% | +0% | 56.5 |
| 122 |  $ABNB | Airbnb, Inc. | $18,942 | 0.0% | -25% | 70.1 |
| 123 |  $ACHR | Archer Aviation Inc. | $18,405 | 0.0% | +0% | 25 |
| 124 |  $ALK | ALASKA AIR GROUP, INC. | $17,287 | 0.0% | +0% | 56.3 |
| 125 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $16,443 | 0.0% | +0% | — |
| 126 |  $INTC | INTEL CORP | $15,446 | 0.0% | +0% | 41.5 |
| 127 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $13,144 | 0.0% | +0% | 62 |
| 128 |  $SPY | SPDR S&P 500 ETF TRUST | $13,007 | 0.0% | +0% | — |
| 129 |  $PSLV | Sprott Physical Silver Trust | $12,195 | 0.0% | +0% | — |
| 130 |  $FTNT | Fortinet, Inc. | $11,931 | 0.0% | +0% | 78.1 |
| 131 |  $XOM | EXXON MOBIL CORP | $11,876 | 0.0% | +0% | 61.8 |
| 132 |  $IONQ | IonQ, Inc. | $11,820 | 0.0% | +0% | 32.8 |
| 133 |  $TOST | Toast, Inc. | $11,002 | 0.0% | +0% | 69.5 |
| 134 |  $CRWD | CrowdStrike Holdings, Inc. | $10,931 | 0.0% | +0% | 55 |
| 135 |  $MMM | 3M CO | $10,311 | 0.0% | +0% | 60.7 |
| 136 |  $BMY | BRISTOL MYERS SQUIBB CO | $9,719 | 0.0% | +0% | 70.1 |
| 137 |  $PG | PROCTER & GAMBLE Co | $9,100 | 0.0% | +0% | 72.9 |
| 138 |  $XYZ | Block, Inc. | $9,027 | 0.0% | +0% | 60.3 |
| 139 |  $ITRI | ITRON, INC. | $8,963 | 0.0% | +0% | 64.4 |
| 140 |  $BBAI | BigBear.ai Holdings, Inc. | $8,800 | 0.0% | +0% | 12.7 |
| 141 | — | FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF - ETF | $8,223 | 0.0% | +0% | — |
| 142 |  $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | $8,094 | 0.0% | +0% | 54.6 |
| 143 |  $LAC | LITHIUM AMERICAS CORP. | $7,900 | 0.0% | +0% | — |
| 144 | — | ISHARES MSCI ACWI ETF - ETF | $7,334 | 0.0% | +0% | — |
| 145 |  $CUBE | CubeSmart | $7,330 | 0.0% | +0% | 64.7 |
| 146 |  $EXR | Extra Space Storage Inc. | $7,212 | 0.0% | +0% | 66.7 |
| 147 |  $UPS | UNITED PARCEL SERVICE INC | $6,887 | 0.0% | +0% | 58.2 |
| 148 |  $PYPL | PayPal Holdings, Inc. | $6,785 | 0.0% | +0% | 70.5 |
| 149 |  $FISV | FISERV INC | $6,473 | 0.0% | -42% | 67.4 |
| 150 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $6,416 | 0.0% | +300% | — |
| 151 |  $OVV | Ovintiv Inc. | $6,411 | 0.0% | -100% | 46.5 |
| 152 | — | VANGUARD UTILITIES ETF - ETF | $6,248 | 0.0% | +3% | — |
| 153 |  $PDT | JOHN HANCOCK PREMIUM DIVIDEND FUND | $5,882 | 0.0% | +0% | — |
| 154 | — | VANECK SEMICONDUCTOR ETF - ETF | $5,793 | 0.0% | +0% | — |
| 155 |  $WM | WASTE MANAGEMENT INC | $5,745 | 0.0% | +0% | 70.7 |
| 156 |  $DIS | Walt Disney Co | $5,590 | 0.0% | -28% | 68.9 |
| 157 |  $ONON | On Holding AG | $5,103 | 0.0% | +0% | — |
| 158 | — | BITMINE IMMERSION TECHS INC COM NEW - Stock | $4,629 | 0.0% | +0% | — |
| 159 | — | ISHARES CYBERSECURITY & TECH ETF - ETF | $4,541 | 0.0% | -19% | — |
| 160 |  $AAAU | Goldman Sachs Physical Gold ETF | $4,527 | 0.0% | +0% | — |
| 161 |  $TROW | PRICE T ROWE GROUP INC | $3,876 | 0.0% | -100% | 75.8 |
| 162 |  $F | FORD MOTOR CO | $3,800 | 0.0% | +0% | 58.5 |
| 163 | — | VANGUARD RUSSELL 3000 ETF - ETF | $3,793 | 0.0% | +0% | — |
| 164 | — | VANGUARD S&P 500 ETF - ETF | $3,585 | 0.0% | +0% | — |
| 165 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $3,382 | 0.0% | NEW | — |
| 166 |  $CRSP | CRISPR Therapeutics AG | $3,330 | 0.0% | +0% | 4.5 |
| 167 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $2,616 | 0.0% | +0% | — |
| 168 |  $SONY | Sony Group Corp | $2,588 | 0.0% | +0% | — |
| 169 |  $PPT | PUTNAM PREMIER INCOME TRUST | $2,513 | 0.0% | +0% | — |
| 170 |  $SABA | Saba Capital Income & Opportunities Fund II | $2,496 | 0.0% | +0% | — |
| 171 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $2,482 | 0.0% | +0% | — |
| 172 |  $OKLO | Oklo Inc. | $2,480 | 0.0% | NEW | — |
| 173 |  $JOBY | Joby Aviation, Inc. | $2,478 | 0.0% | NEW | 28.7 |
| 174 | — | ISHARES CORE HIGH DIVIDEND ETF - ETF | $2,443 | 0.0% | +0% | — |
| 175 |  $VIV | TELEFONICA BRASIL S.A. | $2,387 | 0.0% | +0% | — |
| 176 |  $SFL | SFL Corp Ltd. | $2,158 | 0.0% | +0% | — |
| 177 |  $XRAY | DENTSPLY SIRONA Inc. | $2,100 | 0.0% | +0% | 37 |
| 178 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $1,866 | 0.0% | +0% | 65.3 |
| 179 |  $GLV | Clough Global Dividend & Income Fund | $1,776 | 0.0% | +0% | — |
| 180 |  $GE | GENERAL ELECTRIC CO | $1,703 | 0.0% | +0% | 74.8 |
| 181 | — | VANGUARD COMMUNICATION SERVICES ETF - ETF | $1,619 | 0.0% | +0% | — |
| 182 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $1,508 | 0.0% | +0% | — |
| 183 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,296 | 0.0% | +0% | — |
| 184 | — | VANECK STEEL ETF - ETF | $1,285 | 0.0% | +0% | — |
| 185 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $1,080 | 0.0% | +0% | — |
| 186 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $1,075 | 0.0% | +0% | — |
| 187 |  $FOX | Fox Corp | $1,062 | 0.0% | +0% | 65.1 |
| 188 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $1,029 | 0.0% | +0% | — |
| 189 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF | $983 | 0.0% | +0% | — |
| 190 | — | VANGUARD REAL ESTATE ETF - ETF | $976 | 0.0% | +0% | — |
| 191 | — | PROTHENA CORP PLC SHS - Stock | $972 | 0.0% | +0% | — |
| 192 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $926 | 0.0% | +0% | — |
| 193 |  $IBRX | ImmunityBio, Inc. | $897 | 0.0% | +0% | 30 |
| 194 |  $GEV | GE Vernova Inc. | $873 | 0.0% | +0% | 70.1 |
| 195 |  $EBS | Emergent BioSolutions Inc. | $830 | 0.0% | +0% | 50.9 |
| 196 | — | ISHARES U.S. HEALTHCARE ETF - ETF | $740 | 0.0% | +0% | — |
| 197 |  $SLV | iShares Silver Trust | $545 | 0.0% | NEW | — |
| 198 | — | DEFIANCE AI & POWER INFRASTRUCTURE ETF - ETF | $499 | 0.0% | NEW | — |
| 199 |  $SPOT | Spotify Technology S.A. | $485 | 0.0% | +0% | — |
| 200 | — | PROSHARES ULTRA BITCOIN ETF - ETF | $466 | 0.0% | NEW | — |
| 201 |  $CROX | Crocs, Inc. | $249 | 0.0% | +0% | 42.1 |
| 202 |  $GEHC | GE HealthCare Technologies Inc. | $142 | 0.0% | +0% | 58.2 |
| 203 |  $LCID | Lucid Group, Inc. | $67 | 0.0% | +0% | 30.1 |
| 204 |  $IPST | IP STRATEGY HOLDINGS, INC. | $6 | 0.0% | NEW | — |
New Positions (13)
$KMI KINDER MORGAN, INC.$3.8M$JPM JPMORGAN CHASE & CO$3.0M STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF$123,666
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF$58,731
$PFG PRINCIPAL FINANCIAL GROUP INC$36,765$LULU lululemon athletica inc.$31,539$MQY BLACKROCK MUNIYIELD QUALITY FUND, INC.$3,382$OKLO Oklo Inc.$2,480$JOBY Joby Aviation, Inc.$2,478$SLV iShares Silver Trust$545 DEFIANCE AI & POWER INFRASTRUCTURE ETF - ETF$499
PROSHARES ULTRA BITCOIN ETF - ETF$466
$IPST IP STRATEGY HOLDINGS, INC.$6Exited Positions (10)
$__PARK_1390777 Bank of New York Mellon Corp
$RF REGIONS FINANCIAL CORP
$GWW W.W. GRAINGER, INC.
$BBY BEST BUY CO INC
$PVH PVH CORP. /DE/
$NUV NUVEEN MUNICIPAL VALUE FUND INC
$MQT BLACKROCK MUNIYIELD QUALITY FUND II, INC.
$IDA IDACORP INC
$SOLS Solstice Advanced Materials Inc.
$CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC.Browse Top Institutional Investors
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