Forum Financial Management, LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911832
Institutional-grade research for retail investors
13F Reported Value
ⓘ$7.1B
Holdings
331
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Forum Financial Management, LP disclosed 331 positions worth $7.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 11 new positions and exited 694 and a full exit from $TTE. The portfolio is most concentrated in Other (92.2% of disclosed assets). All figures are sourced directly from Forum Financial Management, LP’s Form 13F-HR filing with the SEC under CIK 1911832.
AI Fund Analysis
ConcentratingDIMENSIONAL ETF TRUST
23.3% weight
Held 9 quarters
ISHARES TR
12.7% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
9.1% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
8.2% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
8.0% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
4 quarters accumulating
ISHARES TR
4 quarters accumulating
DIMENSIONAL ETF TRUST
4 quarters accumulating
DIMENSIONAL ETF TRUST
4 quarters accumulating
DIMENSIONAL ETF TRUST
4 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsEnergyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$1.6B42,328,643 shISHARES TR
—Quality
$900.0M8,935,374 shDIMENSIONAL ETF TRUST
—Quality
$646.3M10,349,578 shDIMENSIONAL ETF TRUST
—Quality
$576.4M16,222,174 shDIMENSIONAL ETF TRUST
—Quality
$566.8M16,404,290 shDIMENSIONAL ETF TRUST
—Quality
$465.7M17,521,862 shDIMENSIONAL ETF TRUST
—Quality
$353.1M6,540,363 shDIMENSIONAL ETF TRUST
—Quality
$311.0M8,459,674 shDIMENSIONAL ETF TRUST
—Quality
$221.1M5,605,360 shDIMENSIONAL ETF TRUST
—Quality
$201.6M6,257,568 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $1.6B | 42,328,643 |
| ISHARES TR | — | $900.0M | 8,935,374 |
| DIMENSIONAL ETF TRUST | — | $646.3M | 10,349,578 |
| DIMENSIONAL ETF TRUST | — | $576.4M | 16,222,174 |
| DIMENSIONAL ETF TRUST | — | $566.8M | 16,404,290 |
| DIMENSIONAL ETF TRUST | — | $465.7M | 17,521,862 |
| DIMENSIONAL ETF TRUST | — | $353.1M | 6,540,363 |
| DIMENSIONAL ETF TRUST | — | $311.0M | 8,459,674 |
| DIMENSIONAL ETF TRUST | — | $221.1M | 5,605,360 |
| DIMENSIONAL ETF TRUST | — | $201.6M | 6,257,568 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Forum Financial Management, LP's 331 positions.
Showing top 10 of 331 holdings.
Sector Allocation
Other
$6.5B
Technology
$207.7M
Healthcare
$152.0M
Financials
$58.3M
Energy
$43.5M
Consumer Discretionary
$39.8M
Industrials
$24.2M
Consumer Staples
$7.8M
Full Holdings — Forum Financial Management, LP (Q1 2026)
All 331 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 | $1.6B | 23.3% | +3% | — |
| 2 | — | ISHARES TR | $900.0M | 12.7% | +5% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $646.3M | 9.1% | +1% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $576.4M | 8.2% | -2% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $566.8M | 8.0% | -7% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $465.7M | 6.6% | +5% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $353.1M | 5.0% | +4% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $311.0M | 4.4% | +6% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $221.1M | 3.1% | -4% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $201.6M | 2.9% | -0% | — |
| 11 |  $AMGN | AMGEN INC | $122.4M | 1.7% | -1% | 79.5 |
| 12 | — | DIMENSIONAL ETF TRUST | $83.1M | 1.2% | -2% | — |
| 13 | — | VANGUARD MUN BD FDS | $65.8M | 0.9% | +1% | — |
| 14 |  $AAPL | Apple Inc. | $65.2M | 0.9% | -21% | 76.1 |
| 15 | — | VANECK ETF TRUST | $63.9M | 0.9% | +2% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $56.9M | 0.8% | -1% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $49.6M | 0.7% | +21% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $35.9M | 0.5% | -3% | — |
| 19 |  $GOOGL | Alphabet Inc. | $31.5M | 0.5% | -27% | 80.2 |
| 20 |  $GOOG | Alphabet Inc. | $27.4M | 0.4% | -32% | 80.2 |
| 21 |  $PLTR | Palantir Technologies Inc. | $20.4M | 0.3% | -10% | 85.8 |
| 22 | — | DIMENSIONAL ETF TRUST | $19.9M | 0.3% | -2% | — |
| 23 | — | VANGUARD INDEX FDS | $18.5M | 0.3% | -1% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $18.5M | 0.3% | +2% | — |
| 25 |  $MSFT | MICROSOFT CORP | $17.7M | 0.3% | -49% | 83.7 |
| 26 | — | EA SERIES TRUST | $16.4M | 0.2% | -2% | — |
| 27 | — | DIMENSIONAL ETF TRUST | $15.9M | 0.2% | -5% | — |
| 28 | — | MANAGER DIRECTED PORTFOLIOS | $13.7M | 0.2% | +1% | — |
| 29 |  $OKE | ONEOK INC /NEW/ | $13.3M | 0.2% | -5% | 72 |
| 30 |  $META | Meta Platforms, Inc. | $12.9M | 0.2% | -41% | 80.9 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $12.1M | 0.2% | -52% | 35.6 |
| 32 |  $ABBV | AbbVie Inc. | $11.7M | 0.2% | -26% | 59.3 |
| 33 |  $AMZN | AMAZON COM INC | $11.3M | 0.2% | -58% | 74.6 |
| 34 | — | DIMENSIONAL ETF TRUST | $11.2M | 0.2% | -8% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $10.4M | 0.1% | -2% | — |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $10.2M | 0.1% | -5% | — |
| 37 |  $NVDA | NVIDIA CORP | $9.6M | 0.1% | -66% | 90.2 |
| 38 | — | DIMENSIONAL ETF TRUST | $9.5M | 0.1% | +0% | — |
| 39 |  $ET | Energy Transfer LP | $7.8M | 0.1% | -7% | 64.5 |
| 40 | — | VANGUARD INDEX FDS | $7.4M | 0.1% | +1% | — |
| 41 |  $OUNZ | VanEck Merk Gold ETF | $7.2M | 0.1% | +0% | — |
| 42 |  $DE | DEERE & CO | $6.8M | 0.1% | -19% | 57.4 |
| 43 | — | DIMENSIONAL ETF TRUST | $6.8M | 0.1% | -0% | — |
| 44 | — | ISHARES TR | $5.8M | 0.1% | -2% | — |
| 45 | — | ISHARES TR | $5.6M | 0.1% | -9% | — |
| 46 | — | DIMENSIONAL ETF TRUST | $5.3M | 0.1% | -15% | — |
| 47 |  $WMT | Walmart Inc. | $5.2M | 0.1% | -44% | 63.2 |
| 48 | — | DIMENSIONAL ETF TRUST | $5.0M | 0.1% | +2% | — |
| 49 |  $XOM | EXXON MOBIL CORP | $4.8M | 0.1% | -70% | 61.8 |
| 50 |  $ABT | ABBOTT LABORATORIES | $4.8M | 0.1% | -27% | 67 |
| 51 | — | RBB FD INC | $4.8M | 0.1% | +0% | — |
| 52 |  $LLY | ELI LILLY & Co | $4.7M | 0.1% | -41% | 89.3 |
| 53 |  $BSM | Black Stone Minerals, L.P. | $4.5M | 0.1% | +0% | 65.3 |
| 54 | — | ISHARES TR | $4.5M | 0.1% | +22% | — |
| 55 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.2M | 0.1% | -13% | 65.9 |
| 56 |  $OSBC | OLD SECOND BANCORP INC | $4.1M | 0.1% | -2% | — |
| 57 |  $HD | HOME DEPOT, INC. | $4.1M | 0.1% | -26% | 69.2 |
| 58 |  $CBOE | Cboe Global Markets, Inc. | $4.1M | 0.1% | -13% | 81.2 |
| 59 | — | VANGUARD TAX-MANAGED FDS | $4.0M | 0.1% | +1% | — |
| 60 | — | VANGUARD INDEX FDS | $3.7M | 0.1% | +12% | — |
| 61 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.6M | 0.1% | +5% | — |
| 62 |  $MPLX | MPLX LP | $3.6M | 0.1% | +1% | 76.5 |
| 63 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.5M | 0.1% | -38% | 67 |
| 64 |  $AVGO | Broadcom Inc. | $3.5M | 0.1% | -69% | 86.4 |
| 65 |  $CAT | CATERPILLAR INC | $3.4M | 0.1% | -38% | 67.8 |
| 66 | — | AMERICAN CENTY ETF TR | $3.4M | 0.1% | -5% | — |
| 67 |  $CNP | CENTERPOINT ENERGY INC | $3.0M | 0.0% | -0% | 55.9 |
| 68 |  $CVX | CHEVRON CORP | $3.0M | 0.0% | -58% | 54.7 |
| 69 | — | SELECT SECTOR SPDR TR | $2.9M | 0.0% | +25% | — |
| 70 |  $MCD | MCDONALDS CORP | $2.9M | 0.0% | -23% | 73.9 |
| 71 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 0.0% | -67% | 72.8 |
| 72 | — | ISHARES TR | $2.7M | 0.0% | -8% | — |
| 73 | — | AMERICAN CENTY ETF TR | $2.7M | 0.0% | -3% | — |
| 74 |  $SYY | SYSCO CORP | $2.6M | 0.0% | -9% | 58.4 |
| 75 | — | ISHARES TR | $2.6M | 0.0% | +1% | — |
| 76 |  $LMT | LOCKHEED MARTIN CORP | $2.5M | 0.0% | -12% | 65 |
| 77 |  $APO | Apollo Global Management, Inc. | $2.4M | 0.0% | +277% | 55.7 |
| 78 | — | ISHARES TR | $2.4M | 0.0% | +0% | — |
| 79 | — | ISHARES TR | $2.4M | 0.0% | -2% | — |
| 80 |  $ALL | ALLSTATE CORP | $2.4M | 0.0% | -30% | 76.6 |
| 81 |  $TSLA | Tesla, Inc. | $2.3M | 0.0% | -71% | 50.1 |
| 82 |  $MS | MORGAN STANLEY | $2.1M | 0.0% | -57% | — |
| 83 | — | AMERICAN CENTY ETF TR | $2.1M | 0.0% | -0% | — |
| 84 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.0% | -59% | 72.9 |
| 85 | — | DIMENSIONAL ETF TRUST | $1.9M | 0.0% | +0% | — |
| 86 |  $GHC | Graham Holdings Co | $1.8M | 0.0% | +0% | 62 |
| 87 | — | ISHARES TR | $1.8M | 0.0% | -2% | — |
| 88 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.0% | -44% | 74.8 |
| 89 |  $KO | COCA COLA CO | $1.6M | 0.0% | -51% | 74 |
| 90 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.0% | -15% | — |
| 91 | — | VANGUARD INDEX FDS | $1.6M | 0.0% | -6% | — |
| 92 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.6M | 0.0% | +20% | 66.4 |
| 93 |  $T | AT&T INC. | $1.6M | 0.0% | -66% | 71.9 |
| 94 | — | VANGUARD INDEX FDS | $1.5M | 0.0% | +13% | — |
| 95 |  $GEV | GE Vernova Inc. | $1.5M | 0.0% | -46% | 70.1 |
| 96 | — | AMERICAN CENTY ETF TR | $1.5M | 0.0% | -0% | — |
| 97 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.0% | -96% | — |
| 98 | — | VANGUARD STAR FDS | $1.5M | 0.0% | -11% | — |
| 99 | — | AMERICAN CENTY ETF TR | $1.4M | 0.0% | +5% | — |
| 100 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.0% | +0% | 64.5 |
| 101 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.0% | -3% | — |
| 102 | — | VANGUARD MALVERN FDS | $1.4M | 0.0% | +0% | — |
| 103 | — | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.0% | -9% | — |
| 104 |  $CME | CME GROUP INC. | $1.4M | 0.0% | -41% | 74.5 |
| 105 |  $ORCL | ORACLE CORP | $1.4M | 0.0% | -39% | 67.2 |
| 106 |  $SBUX | STARBUCKS CORP | $1.3M | 0.0% | -25% | 54.6 |
| 107 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.0% | -44% | 74 |
| 108 |  $MRK | Merck & Co., Inc. | $1.3M | 0.0% | -63% | 70.9 |
| 109 |  $IVZ | Invesco Ltd. | $1.2M | 0.0% | +1% | — |
| 110 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.0% | -75% | — |
| 111 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.2M | 0.0% | -61% | 71 |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.0% | -52% | 66.7 |
| 113 |  $NFLX | NETFLIX INC | $1.1M | 0.0% | -66% | 86.7 |
| 114 |  $PM | Philip Morris International Inc. | $1.1M | 0.0% | -52% | 80.5 |
| 115 | — | AMERICAN CENTY ETF TR | $1.1M | 0.0% | +2% | — |
| 116 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.1M | 0.0% | -59% | 36.7 |
| 117 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.0% | -82% | 88.4 |
| 118 | — | VANGUARD WORLD FD | $1.1M | 0.0% | +22% | — |
| 119 |  $V | VISA INC. | $1.0M | 0.0% | -71% | 83.5 |
| 120 | — | SCHWAB STRATEGIC TR | $1.0M | 0.0% | -5% | — |
| 121 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.0% | -3% | — |
| 122 | — | SPDR SERIES TRUST | $1.0M | 0.0% | +0% | — |
| 123 |  $PFE | PFIZER INC | $1.0M | 0.0% | -63% | 69 |
| 124 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.0% | -73% | 74.8 |
| 125 |  $INTC | INTEL CORP | $992,862 | 0.0% | -76% | 41.5 |
| 126 | — | SPDR SERIES TRUST | $981,316 | 0.0% | -6% | — |
| 127 |  $GILD | GILEAD SCIENCES, INC. | $978,554 | 0.0% | -58% | 77.8 |
| 128 |  $APD | Air Products & Chemicals, Inc. | $976,337 | 0.0% | -44% | 41.2 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $974,565 | 0.0% | -75% | 71.6 |
| 130 | — | SCHWAB STRATEGIC TR | $957,294 | 0.0% | +8% | — |
| 131 |  $KMI | KINDER MORGAN, INC. | $927,842 | 0.0% | -62% | 74.6 |
| 132 | — | VANGUARD INDEX FDS | $912,496 | 0.0% | -1% | — |
| 133 |  $CSCO | CISCO SYSTEMS, INC. | $903,732 | 0.0% | -77% | 72.3 |
| 134 |  $DIS | Walt Disney Co | $892,885 | 0.0% | -73% | 68.9 |
| 135 |  $MO | ALTRIA GROUP, INC. | $888,932 | 0.0% | -38% | 72.1 |
| 136 | — | AMERICAN CENTY ETF TR | $875,469 | 0.0% | -4% | — |
| 137 |  $NSC | NORFOLK SOUTHERN CORP | $869,903 | 0.0% | -49% | 70.8 |
| 138 |  $GLD | SPDR GOLD TRUST | $869,186 | 0.0% | -5% | — |
| 139 | — | SELECT SECTOR SPDR TR | $850,326 | 0.0% | +76% | — |
| 140 |  $WMB | WILLIAMS COMPANIES, INC. | $840,354 | 0.0% | -52% | 72.8 |
| 141 |  $ODC | Oil-Dri Corp of America | $825,342 | 0.0% | -3% | 64.1 |
| 142 |  $AXP | AMERICAN EXPRESS CO | $811,251 | 0.0% | -67% | 73.2 |
| 143 | — | ISHARES TR | $807,220 | 0.0% | -4% | — |
| 144 |  $NEE | NEXTERA ENERGY INC | $784,234 | 0.0% | -1% | 71.7 |
| 145 |  $AMD | ADVANCED MICRO DEVICES INC | $778,527 | 0.0% | -81% | 78.8 |
| 146 |  $COP | CONOCOPHILLIPS | $775,248 | 0.0% | -75% | 74.8 |
| 147 |  $PEP | PEPSICO INC | $768,829 | 0.0% | -55% | 62.7 |
| 148 | — | SCHWAB STRATEGIC TR | $765,608 | 0.0% | -9% | — |
| 149 |  $UPS | UNITED PARCEL SERVICE INC | $758,187 | 0.0% | +7% | 58.2 |
| 150 | — | VANGUARD INTL EQUITY INDEX F | $744,946 | 0.0% | +12% | — |
| 151 | — | AMERICAN CENTY ETF TR | $734,460 | 0.0% | -12% | — |
| 152 |  $CEF | Sprott Physical Gold & Silver Trust | $730,116 | 0.0% | +49% | — |
| 153 |  $RTX | RTX Corp | $729,830 | 0.0% | -78% | 70 |
| 154 |  $KMB | KIMBERLY CLARK CORP | $721,809 | 0.0% | -28% | 61.7 |
| 155 |  $DIOD | DIODES INC /DEL/ | $715,297 | 0.0% | -10% | 47 |
| 156 | — | ISHARES TR | $714,080 | 0.0% | -9% | — |
| 157 | — | VANGUARD SCOTTSDALE FDS | $710,224 | 0.0% | +0% | — |
| 158 | — | VANGUARD INDEX FDS | $705,894 | 0.0% | +0% | — |
| 159 |  $HSY | HERSHEY CO | $704,441 | 0.0% | -29% | 59.4 |
| 160 |  $CB | Chubb Ltd | $697,490 | 0.0% | -71% | — |
| 161 |  $TJX | TJX COMPANIES INC /DE/ | $697,412 | 0.0% | -56% | 70.7 |
| 162 | — | VANGUARD INDEX FDS | $691,801 | 0.0% | -6% | — |
| 163 | — | ISHARES TR | $689,560 | 0.0% | +0% | — |
| 164 |  $BAC | BANK OF AMERICA CORP /DE/ | $687,589 | 0.0% | -88% | 68.4 |
| 165 |  $ADP | AUTOMATIC DATA PROCESSING INC | $675,299 | 0.0% | -36% | 77.9 |
| 166 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $667,039 | 0.0% | +0% | — |
| 167 | — | SCHWAB STRATEGIC TR | $660,048 | 0.0% | -3% | — |
| 168 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $645,642 | 0.0% | -31% | 52.1 |
| 169 | — | VANGUARD BD INDEX FDS | $642,553 | 0.0% | +3% | — |
| 170 | — | SCHWAB STRATEGIC TR | $639,348 | 0.0% | +40% | — |
| 171 |  $TXN | TEXAS INSTRUMENTS INC | $611,153 | 0.0% | -64% | 70.4 |
| 172 | — | VANGUARD INTL EQUITY INDEX F | $606,508 | 0.0% | +7% | — |
| 173 |  $MA | Mastercard Inc | $606,469 | 0.0% | -76% | 81.7 |
| 174 |  $SO | SOUTHERN CO | $603,400 | 0.0% | +30% | 65.1 |
| 175 |  $IBIT | iShares Bitcoin Trust ETF | $603,118 | 0.0% | +2% | — |
| 176 |  $DUK | Duke Energy CORP | $601,739 | 0.0% | +27% | 64 |
| 177 | — | ISHARES TR | $598,771 | 0.0% | +0% | — |
| 178 |  $BA | BOEING CO | $595,852 | 0.0% | -55% | 51.8 |
| 179 |  $CEG | Constellation Energy Corp | $594,782 | 0.0% | -19% | 62.5 |
| 180 | — | ISHARES TR | $592,715 | 0.0% | +0% | — |
| 181 | — | ISHARES TR | $589,713 | 0.0% | +15% | — |
| 182 |  $TRIN | Trinity Capital Inc. | $588,400 | 0.0% | +150% | — |
| 183 |  $STX | Seagate Technology Holdings plc | $588,031 | 0.0% | -65% | — |
| 184 |  $ADBE | ADOBE INC. | $582,180 | 0.0% | -42% | 80.4 |
| 185 |  $BX | Blackstone Inc. | $577,878 | 0.0% | -39% | 68 |
| 186 |  $FITB | FIFTH THIRD BANCORP | $574,460 | 0.0% | -44% | — |
| 187 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $538,099 | 0.0% | -1% | — |
| 188 |  $WTFC | WINTRUST FINANCIAL CORP | $531,446 | 0.0% | -41% | 34.1 |
| 189 | — | ISHARES U S ETF TR | $528,570 | 0.0% | +0% | — |
| 190 |  $C | CITIGROUP INC | $527,504 | 0.0% | -86% | 54.8 |
| 191 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $524,570 | 0.0% | -64% | 60.5 |
| 192 | — | STATE STR SPDR DOW JONES IND | $522,325 | 0.0% | +0% | — |
| 193 |  $HON | HONEYWELL INTERNATIONAL INC | $514,376 | 0.0% | -62% | 65.7 |
| 194 |  $MET | METLIFE INC | $512,922 | 0.0% | -65% | 73.9 |
| 195 | — | SCHWAB STRATEGIC TR | $512,876 | 0.0% | +0% | — |
| 196 |  $DHR | DANAHER CORP /DE/ | $509,265 | 0.0% | -74% | 63.9 |
| 197 |  $PFH | PRUDENTIAL FINANCIAL INC | $508,908 | 0.0% | -51% | 58.6 |
| 198 |  $KKR | KKR & Co. Inc. | $505,235 | 0.0% | -44% | 49.8 |
| 199 |  $WEC | WEC ENERGY GROUP, INC. | $500,358 | 0.0% | -2% | 67 |
| 200 |  $PSX | Phillips 66 | $494,179 | 0.0% | -71% | 47.6 |
| 201 | — | ISHARES TR | $491,113 | 0.0% | +0% | — |
| 202 |  $MCK | MCKESSON CORP | $484,601 | 0.0% | -62% | 63.7 |
| 203 | — | ISHARES TR | $482,834 | 0.0% | -11% | — |
| 204 |  $PCAR | PACCAR INC | $480,227 | 0.0% | -71% | 56.5 |
| 205 |  $DOV | DOVER Corp | $479,075 | 0.0% | +1% | 63.1 |
| 206 | — | SELECT SECTOR SPDR TR | $474,711 | 0.0% | -83% | — |
| 207 |  $GLW | CORNING INC /NY | $473,447 | 0.0% | -80% | 72.7 |
| 208 |  $CRM | Salesforce, Inc. | $473,385 | 0.0% | -70% | 75.2 |
| 209 |  $ADI | ANALOG DEVICES INC | $471,815 | 0.0% | -76% | 76.2 |
| 210 |  $PWR | QUANTA SERVICES, INC. | $461,563 | 0.0% | -70% | 62.6 |
| 211 | — | VANGUARD WHITEHALL FDS | $453,945 | 0.0% | +6% | — |
| 212 | — | SCHWAB STRATEGIC TR | $449,541 | 0.0% | +0% | — |
| 213 | — | ISHARES TR | $449,464 | 0.0% | +7% | — |
| 214 |  $D | DOMINION ENERGY, INC | $441,916 | 0.0% | +6% | 74.9 |
| 215 | — | EA SERIES TRUST | $438,763 | 0.0% | +0% | — |
| 216 | — | DIMENSIONAL ETF TRUST | $433,696 | 0.0% | -18% | — |
| 217 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $429,068 | 0.0% | -37% | 56.1 |
| 218 | — | VANGUARD INDEX FDS | $426,373 | 0.0% | +38% | — |
| 219 | — | SELECT SECTOR SPDR TR | $422,452 | 0.0% | -51% | — |
| 220 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $413,651 | 0.0% | -9% | — |
| 221 |  $NFBK | Northfield Bancorp, Inc. | $407,825 | 0.0% | -5% | 60 |
| 222 |  $SD | SANDRIDGE ENERGY INC | $407,750 | 0.0% | -13% | 65.5 |
| 223 | — | SPDR SERIES TRUST | $407,112 | 0.0% | +0% | — |
| 224 | — | PGIM ETF TR | $402,037 | 0.0% | NEW | — |
| 225 | — | VANGUARD INDEX FDS | $398,715 | 0.0% | +1% | — |
| 226 | — | ISHARES TR | $391,923 | 0.0% | +0% | — |
| 227 |  $TRV | TRAVELERS COMPANIES, INC. | $389,102 | 0.0% | -71% | 71.5 |
| 228 |  $LOW | LOWES COMPANIES INC | $387,959 | 0.0% | -66% | 63.5 |
| 229 | — | FLEXSHARES TR | $383,376 | 0.0% | +0% | — |
| 230 | — | PROSHARES TR | $377,021 | 0.0% | NEW | — |
| 231 |  $ORLY | O REILLY AUTOMOTIVE INC | $376,718 | 0.0% | -58% | 72.7 |
| 232 |  $TEM | Tempus AI, Inc. | $375,914 | 0.0% | -24% | 38.2 |
| 233 |  $BXSL | Blackstone Secured Lending Fund | $372,763 | 0.0% | +0% | — |
| 234 | — | SCHWAB STRATEGIC TR | $372,720 | 0.0% | +28% | — |
| 235 |  $SHOP | SHOPIFY INC. | $369,027 | 0.0% | -60% | — |
| 236 |  $CHMG | CHEMUNG FINANCIAL CORP | $362,909 | 0.0% | -3% | — |
| 237 |  $EXC | EXELON CORP | $362,148 | 0.0% | +21% | 63.9 |
| 238 |  $DLR | DIGITAL REALTY TRUST, INC. | $358,895 | 0.0% | -9% | 70.2 |
| 239 | — | ISHARES TR | $357,301 | 0.0% | -0% | — |
| 240 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $356,833 | 0.0% | -21% | 64.7 |
| 241 |  $GD | GENERAL DYNAMICS CORP | $355,319 | 0.0% | -64% | 73 |
| 242 |  $AFL | AFLAC INC | $354,474 | 0.0% | -70% | 60.3 |
| 243 |  $SCHW | SCHWAB CHARLES CORP | $353,003 | 0.0% | -82% | 77.2 |
| 244 |  $UNH | UNITEDHEALTH GROUP INC | $352,675 | 0.0% | -82% | 66.8 |
| 245 |  $BIIB | BIOGEN INC. | $346,494 | 0.0% | -68% | 65.6 |
| 246 | — | ISHARES TR | $344,464 | 0.0% | -0% | — |
| 247 |  $MLM | MARTIN MARIETTA MATERIALS INC | $336,137 | 0.0% | -58% | 67.6 |
| 248 |  $MELI | MERCADOLIBRE INC | $335,430 | 0.0% | -2% | 77.5 |
| 249 |  $RBRK | Rubrik, Inc. | $335,249 | 0.0% | NEW | 49.5 |
| 250 |  $HTH | Hilltop Holdings Inc. | $332,625 | 0.0% | -14% | — |
| 251 |  $BP | BP PLC | $331,012 | 0.0% | -73% | — |
| 252 | — | NEOS ETF TRUST | $325,795 | 0.0% | +10% | — |
| 253 |  $PRSU | Pursuit Attractions & Hospitality, Inc. | $322,606 | 0.0% | NEW | 41.3 |
| 254 |  $LNG | Cheniere Energy, Inc. | $318,588 | 0.0% | -71% | 48.4 |
| 255 |  $SHW | SHERWIN WILLIAMS CO | $311,255 | 0.0% | -51% | 65.3 |
| 256 |  $ACN | Accenture plc | $310,918 | 0.0% | -70% | — |
| 257 | — | J P MORGAN EXCHANGE TRADED F | $303,817 | 0.0% | +19% | — |
| 258 | — | AMERICAN CENTY ETF TR | $299,395 | 0.0% | -16% | — |
| 259 |  $NET | Cloudflare, Inc. | $298,780 | 0.0% | -66% | 52.6 |
| 260 |  $WELL | WELLTOWER INC. | $296,170 | 0.0% | -4% | 75.7 |
| 261 |  $SCL | STEPAN CO | $294,633 | 0.0% | -6% | 41.2 |
| 262 | — | ISHARES TR | $294,118 | 0.0% | -28% | — |
| 263 |  $PHYS | Sprott Physical Gold Trust | $289,510 | 0.0% | +0% | — |
| 264 | — | ISHARES TR | $289,039 | 0.0% | +33% | — |
| 265 |  $FTNT | Fortinet, Inc. | $285,040 | 0.0% | -59% | 78.1 |
| 266 | — | ISHARES TR | $284,396 | 0.0% | +0% | — |
| 267 | — | ISHARES TR | $282,290 | 0.0% | +42% | — |
| 268 | — | SCHWAB STRATEGIC TR | $277,309 | 0.0% | +16% | — |
| 269 | — | NEOS ETF TRUST | $276,178 | 0.0% | +0% | — |
| 270 |  $LIN | LINDE PLC | $270,685 | 0.0% | -89% | — |
| 271 |  $ETN | Eaton Corp plc | $264,676 | 0.0% | -84% | — |
| 272 |  $BABA | Alibaba Group Holding Ltd | $263,842 | 0.0% | -6% | — |
| 273 | — | ISHARES TR | $262,631 | 0.0% | +0% | — |
| 274 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $262,522 | 0.0% | -62% | 65.3 |
| 275 |  $WM | WASTE MANAGEMENT INC | $261,310 | 0.0% | -65% | 70.7 |
| 276 | — | ISHARES TR | $257,982 | 0.0% | +21% | — |
| 277 | — | SCHWAB STRATEGIC TR | $257,844 | 0.0% | +20% | — |
| 278 |  $MPC | Marathon Petroleum Corp | $256,394 | 0.0% | -85% | 50.7 |
| 279 | — | VANGUARD INDEX FDS | $254,284 | 0.0% | +1% | — |
| 280 |  $ARM | ARM HOLDINGS PLC /UK | $253,848 | 0.0% | NEW | — |
| 281 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $251,018 | 0.0% | NEW | 75.4 |
| 282 |  $VHC | VirnetX Holding Corp | $244,398 | 0.0% | +0% | — |
| 283 | — | ISHARES TR | $244,372 | 0.0% | -100% | — |
| 284 |  $ENB | ENBRIDGE INC | $243,035 | 0.0% | NEW | — |
| 285 |  $PYPL | PayPal Holdings, Inc. | $240,674 | 0.0% | -69% | 70.5 |
| 286 |  $MEDP | Medpace Holdings, Inc. | $240,576 | 0.0% | -54% | 77.4 |
| 287 | — | ISHARES INC | $238,774 | 0.0% | -18% | — |
| 288 | — | VANGUARD INDEX FDS | $232,957 | 0.0% | +1% | — |
| 289 |  $SYK | STRYKER CORP | $231,500 | 0.0% | -82% | 69.8 |
| 290 |  $CRWD | CrowdStrike Holdings, Inc. | $229,952 | 0.0% | -66% | 55 |
| 291 | — | SCHWAB STRATEGIC TR | $229,439 | 0.0% | +0% | — |
| 292 | — | DIMENSIONAL ETF TRUST | $227,165 | 0.0% | -98% | — |
| 293 |  $GEHC | GE HealthCare Technologies Inc. | $226,142 | 0.0% | -59% | 58.2 |
| 294 |  $KLAC | KLA CORP | $225,279 | 0.0% | -83% | 84.4 |
| 295 | — | J P MORGAN EXCHANGE TRADED F | $223,024 | 0.0% | +0% | — |
| 296 |  $MDT | Medtronic plc | $220,698 | 0.0% | -88% | — |
| 297 |  $BLK | BlackRock, Inc. | $216,384 | 0.0% | -86% | 70.3 |
| 298 |  $PSLV | Sprott Physical Silver Trust | $215,852 | 0.0% | +0% | — |
| 299 |  $VNOM | Viper Energy, Inc. | $214,902 | 0.0% | NEW | — |
| 300 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $214,467 | 0.0% | -85% | 66.5 |
| 301 |  $LCID | Lucid Group, Inc. | $212,567 | 0.0% | -27% | 30.1 |
| 302 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $212,308 | 0.0% | +0% | 63.2 |
| 303 | — | FIRST TR EXCHANGE-TRADED FD | $211,798 | 0.0% | +0% | — |
| 304 | — | VANGUARD WORLD FD | $210,516 | 0.0% | -3% | — |
| 305 |  $USB | US BANCORP DE | $210,447 | 0.0% | -85% | 71.4 |
| 306 |  $BZAI | Blaize Holdings, Inc. | $210,189 | 0.0% | +0% | 5.2 |
| 307 |  $DOCU | DOCUSIGN, INC. | $206,708 | 0.0% | -46% | 67.5 |
| 308 |  $CMI | CUMMINS INC | $203,342 | 0.0% | -81% | 58.9 |
| 309 |  $SSII | SS Innovations International, Inc. | $192,345 | 0.0% | +0% | 30.8 |
| 310 |  $RIVN | Rivian Automotive, Inc. / DE | $185,453 | 0.0% | -73% | 36 |
| 311 |  $VG | Venture Global, Inc. | $158,078 | 0.0% | +0% | 69 |
| 312 |  $RCAT | Red Cat Holdings, Inc. | $143,990 | 0.0% | +0% | 30 |
| 313 |  $NOK | NOKIA CORP | $142,461 | 0.0% | -91% | — |
| 314 |  $BTBT | Bit Digital, Inc | $131,000 | 0.0% | +0% | 13.4 |
| 315 | — | ALLIANCEBERNSTEIN GLOBAL HIG | $122,630 | 0.0% | +0% | — |
| 316 |  $MRCC | MONROE CAPITAL Corp | $121,146 | 0.0% | +0% | — |
| 317 |  $AI | C3.ai, Inc. | $97,092 | 0.0% | -23% | 15.2 |
| 318 |  $AVXL | ANAVEX LIFE SCIENCES CORP. | $92,407 | 0.0% | -0% | — |
| 319 |  $MDAI | Spectral AI, Inc. | $88,937 | 0.0% | +0% | — |
| 320 |  $JQC | Nuveen Credit Strategies Income Fund | $73,050 | 0.0% | +0% | — |
| 321 |  $SG | Sweetgreen, Inc. | $57,090 | 0.0% | -9% | 49.2 |
| 322 |  $STXS | Stereotaxis, Inc. | $48,794 | 0.0% | +0% | 16.6 |
| 323 |  $CLOV | CLOVER HEALTH INVESTMENTS, CORP. /DE | $42,448 | 0.0% | -40% | 55 |
| 324 |  $PRME | Prime Medicine, Inc. | $34,800 | 0.0% | +0% | 11.2 |
| 325 |  $ABEV | AMBEV S.A. | $32,120 | 0.0% | +0% | — |
| 326 |  $FBIO | Fortress Biotech, Inc. | $27,900 | 0.0% | +0% | 61.8 |
| 327 |  $NNOX | Nano-X Imaging Ltd. | $22,700 | 0.0% | +0% | — |
| 328 |  $PROP | Prairie Operating Co. | $20,300 | 0.0% | NEW | 47 |
| 329 |  $DGXX | Digi Power X Inc. | $20,300 | 0.0% | +0% | — |
| 330 | — | ROYALTY MGMT HLDG CORP | $4,940 | 0.0% | NEW | — |
| 331 |  $PSTV | PLUS THERAPEUTICS, INC. | $1,626 | 0.0% | NEW | — |
New Positions (11)
PGIM ETF TR$402,037
PROSHARES TR$377,021
$RBRK Rubrik, Inc.$335,249$PRSU Pursuit Attractions & Hospitality, Inc.$322,606$ARM ARM HOLDINGS PLC /UK$253,848$AEP AMERICAN ELECTRIC POWER CO INC$251,018$ENB ENBRIDGE INC$243,035$VNOM Viper Energy, Inc.$214,902$PROP Prairie Operating Co.$20,300 ROYALTY MGMT HLDG CORP$4,940
$PSTV PLUS THERAPEUTICS, INC.$1,626Exited Positions (694)
$TTE TotalEnergies SE
$MUFG MITSUBISHI UFJ FINANCIAL GROUP INC
$BHP BHP Group Ltd
$SAP SAP SE
$TM TOYOTA MOTOR CORP/
$GS GOLDMAN SACHS GROUP INC
$WTM WHITE MOUNTAINS INSURANCE GROUP LTD
$SMFG SUMITOMO MITSUI FINANCIAL GROUP, INC.
$DB DEUTSCHE BANK AKTIENGESELLSCHAFT
$NVS NOVARTIS AG
$HSBC HSBC HOLDINGS PLC
$SNY Sanofi
$ERIC ERICSSON LM TELEPHONE CO
$SONY Sony Group Corp
$ASML ASML HOLDING NVBrowse Top Institutional Investors
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