Phillips Wealth Planners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1962628
Institutional-grade research for retail investors
13F Reported Value
ⓘ$132.9M
Holdings
210
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Phillips Wealth Planners LLC disclosed 210 positions worth $132.9M in its Form 13F-HR for Q1 2026, followed by $MSFT and $AVGO. During the quarter the fund opened 34 new positions and exited 15 — including a new stake in $FDX and a full exit from $BAC. The portfolio is most concentrated in Other (21.8% of disclosed assets). All figures are sourced directly from Phillips Wealth Planners LLC’s Form 13F-HR filing with the SEC under CIK 1962628.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS
4.8% weight
Held 9 quarters
$MSFT2.7% weight
Held 9 quarters
$AVGO2.2% weight
Held 9 quarters
SELECT SECTOR SPDR TR
1.8% weight
Held 9 quarters
$JPM1.6% weight
Held 9 quarters
$TJX8 quarters accumulating
$KO7 quarters accumulating
$DUK6 quarters accumulating
$TXN5 quarters accumulating
SELECT SECTOR SPDR TR
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$6.4M9,431 sh- 83.7#15
Quality
$3.6M8,640 sh - 86.4#9
Quality
$2.9M6,782 sh SELECT SECTOR SPDR TR
—Quality
$2.4M13,696 sh- 35.6
Quality
$2.2M7,241 sh - 63.2
Quality
$2.2M16,987 sh - 76.1
Quality
$1.9M6,331 sh - 80.2
Quality
$1.8M4,520 sh - 72.8
Quality
$1.7M23,243 sh VANGUARD INTL EQUITY INDEX F
—Quality
$1.7M20,696 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $6.4M | 9,431 |
| MICROSOFT CORP$MSFT | 83.7#15 | $3.6M | 8,640 |
| Broadcom Inc.$AVGO | 86.4#9 | $2.9M | 6,782 |
| SELECT SECTOR SPDR TR | — | $2.4M | 13,696 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $2.2M | 7,241 |
 Walmart Inc.$WMT | 63.2 | $2.2M | 16,987 |
 Apple Inc.$AAPL | 76.1 | $1.9M | 6,331 |
 Alphabet Inc.$GOOG | 80.2 | $1.8M | 4,520 |
 WILLIAMS COMPANIES, INC.$WMB | 72.8 | $1.7M | 23,243 |
| VANGUARD INTL EQUITY INDEX F | — | $1.7M | 20,696 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Phillips Wealth Planners LLC's 210 positions.
Showing top 10 of 210 holdings.
Sector Allocation
Other
$29.0M
Technology
$24.4M
Financials
$17.5M
Healthcare
$11.4M
Consumer Discretionary
$10.4M
Industrials
$9.9M
Energy
$9.4M
Consumer Staples
$5.7M
Full Holdings — Phillips Wealth Planners LLC (Q1 2026)
All 210 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 INDEX FDS | $6.4M | 4.8% | -2% | — |
| 2 | $MSFT | MICROSOFT CORP | $3.6M | 2.7% | +15% | 83.7 |
| 3 | $AVGO | Broadcom Inc. | $2.9M | 2.2% | +14% | 86.4 |
| 4 | — | SELECT SECTOR SPDR TR | $2.4M | 1.8% | +10% | — |
| 5 | $JPM | JPMORGAN CHASE & CO | $2.2M | 1.6% | -3% | 35.6 |
| 6 | $WMT | Walmart Inc. | $2.2M | 1.6% | -20% | 63.2 |
| 7 | $AAPL | Apple Inc. | $1.9M | 1.4% | +7% | 76.1 |
| 8 | $GOOG | Alphabet Inc. | $1.8M | 1.3% | -23% | 80.2 |
| 9 | $WMB | WILLIAMS COMPANIES, INC. | $1.7M | 1.3% | -7% | 72.8 |
| 10 | — | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.3% | -5% | — |
| 11 | — | SELECT SECTOR SPDR TR | $1.7M | 1.3% | +4% | — |
| 12 | $TJX | TJX COMPANIES INC /DE/ | $1.7M | 1.3% | +0% | 70.7 |
| 13 | — | ISHARES TR | $1.7M | 1.2% | +376% | — |
| 14 | — | ISHARES TR | $1.5M | 1.2% | +13% | — |
| 15 | $TXN | TEXAS INSTRUMENTS INC | $1.4M | 1.1% | +49% | 70.4 |
| 16 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 1.1% | +0% | 64.5 |
| 17 | $DUK | Duke Energy CORP | $1.4M | 1.1% | +1% | 64 |
| 18 |  $CVX | CHEVRON CORP | $1.4M | 1.1% | +16% | 54.7 |
| 19 |  $ABBV | AbbVie Inc. | $1.4M | 1.0% | +6% | 59.3 |
| 20 | — | ISHARES TR | $1.3M | 1.0% | -0% | — |
| 21 |  $PM | Philip Morris International Inc. | $1.3M | 1.0% | +57% | 80.5 |
| 22 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.3M | 1.0% | +5% | 70.9 |
| 23 | — | SELECT SECTOR SPDR TR | $1.3M | 0.9% | +1% | — |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.9% | -8% | 78.8 |
| 25 |  $MCD | MCDONALDS CORP | $1.2M | 0.9% | +7% | 73.9 |
| 26 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.9% | -12% | 61.8 |
| 27 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.9% | +4% | — |
| 28 | $KO | COCA COLA CO | $1.2M | 0.9% | +10% | 74 |
| 29 |  $HD | HOME DEPOT, INC. | $1.2M | 0.9% | -7% | 69.2 |
| 30 |  $V | VISA INC. | $1.2M | 0.9% | -19% | 83.5 |
| 31 |  $RTX | RTX Corp | $1.2M | 0.9% | -24% | 70 |
| 32 |  $TTE | TotalEnergies SE | $1.1M | 0.8% | -3% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.8% | -11% | 72.8 |
| 34 |  $CME | CME GROUP INC. | $1.1M | 0.8% | +5% | 74.5 |
| 35 |  $AZN | ASTRAZENECA PLC | $1.0M | 0.8% | -48% | — |
| 36 | — | SELECT SECTOR SPDR TR | $981,970 | 0.7% | -3% | — |
| 37 |  $AMGN | AMGEN INC | $964,710 | 0.7% | -6% | 79.5 |
| 38 | — | ISHARES TR | $937,276 | 0.7% | -6% | — |
| 39 |  $WFC | WELLS FARGO & COMPANY/MN | $934,834 | 0.7% | +21% | — |
| 40 |  $APD | Air Products & Chemicals, Inc. | $916,850 | 0.7% | +110% | 41.2 |
| 41 |  $PG | PROCTER & GAMBLE Co | $898,403 | 0.7% | +29% | 72.9 |
| 42 |  $MDT | Medtronic plc | $894,107 | 0.7% | +8% | — |
| 43 |  $TSLA | Tesla, Inc. | $864,635 | 0.7% | -0% | 50.1 |
| 44 |  $AMZN | AMAZON COM INC | $836,828 | 0.6% | -6% | 74.6 |
| 45 |  $SBUX | STARBUCKS CORP | $810,814 | 0.6% | +16% | 54.6 |
| 46 |  $META | Meta Platforms, Inc. | $792,891 | 0.6% | -28% | 80.9 |
| 47 |  $UNP | UNION PACIFIC CORP | $767,665 | 0.6% | +19% | 74 |
| 48 |  $CAT | CATERPILLAR INC | $751,627 | 0.6% | -12% | 67.8 |
| 49 |  $AFL | AFLAC INC | $743,576 | 0.6% | +0% | 60.3 |
| 50 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $731,004 | 0.6% | -28% | — |
| 51 | — | VANGUARD SPECIALIZED FUNDS | $714,099 | 0.5% | +34% | — |
| 52 |  $T | AT&T INC. | $709,429 | 0.5% | +41% | 71.9 |
| 53 |  $GEV | GE Vernova Inc. | $689,990 | 0.5% | -9% | 70.1 |
| 54 |  $GLW | CORNING INC /NY | $664,627 | 0.5% | -52% | 72.7 |
| 55 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $664,614 | 0.5% | -27% | 66.7 |
| 56 |  $ORCL | ORACLE CORP | $663,774 | 0.5% | +13% | 67.2 |
| 57 |  $NVDA | NVIDIA CORP | $661,392 | 0.5% | +52% | 90.2 |
| 58 |  $NEE | NEXTERA ENERGY INC | $659,612 | 0.5% | -1% | 71.7 |
| 59 |  $ABT | ABBOTT LABORATORIES | $657,178 | 0.5% | -13% | 67 |
| 60 |  $BTI | British American Tobacco p.l.c. | $644,351 | 0.5% | +25% | — |
| 61 |  $STE | STERIS plc | $640,066 | 0.5% | +0% | — |
| 62 |  $ETN | Eaton Corp plc | $639,813 | 0.5% | -3% | — |
| 63 |  $EQIX | EQUINIX INC | $634,352 | 0.5% | +51% | 61.4 |
| 64 | — | ISHARES TR | $629,532 | 0.5% | -3% | — |
| 65 |  $TT | Trane Technologies plc | $626,598 | 0.5% | -37% | — |
| 66 |  $VZ | VERIZON COMMUNICATIONS INC | $613,039 | 0.5% | +11% | 71.6 |
| 67 |  $LIN | LINDE PLC | $602,254 | 0.5% | +101% | — |
| 68 |  $COST | COSTCO WHOLESALE CORP /NEW | $601,681 | 0.5% | -1% | 67 |
| 69 |  $MRK | Merck & Co., Inc. | $578,433 | 0.4% | -18% | 70.9 |
| 70 |  $BLK | BlackRock, Inc. | $575,262 | 0.4% | +1% | 70.3 |
| 71 |  $RPRX | Royalty Pharma plc | $572,902 | 0.4% | -15% | — |
| 72 |  $PEP | PEPSICO INC | $570,447 | 0.4% | +20% | 62.7 |
| 73 |  $WSO | WATSCO INC | $569,973 | 0.4% | +45% | 58.9 |
| 74 |  $AXP | AMERICAN EXPRESS CO | $569,672 | 0.4% | +3% | 73.2 |
| 75 |  $ICE | Intercontinental Exchange, Inc. | $559,472 | 0.4% | +14% | 73.8 |
| 76 |  $AMT | AMERICAN TOWER CORP /MA/ | $551,399 | 0.4% | +135% | 69.8 |
| 77 |  $CB | Chubb Ltd | $549,246 | 0.4% | -1% | — |
| 78 |  $WEC | WEC ENERGY GROUP, INC. | $544,002 | 0.4% | +33% | 67 |
| 79 |  $APH | AMPHENOL CORP /DE/ | $530,173 | 0.4% | +5% | 80.5 |
| 80 | — | ISHARES TR | $527,136 | 0.4% | +6% | — |
| 81 |  $UL | UNILEVER PLC | $515,446 | 0.4% | -14% | — |
| 82 |  $UNH | UNITEDHEALTH GROUP INC | $512,843 | 0.4% | -8% | 66.8 |
| 83 |  $ASML | ASML HOLDING NV | $504,191 | 0.4% | -1% | — |
| 84 | — | SPDR SERIES TRUST | $494,358 | 0.4% | -5% | — |
| 85 |  $ACN | Accenture plc | $493,783 | 0.4% | -4% | — |
| 86 |  $TMUS | T-Mobile US, Inc. | $488,003 | 0.4% | +2% | 72.7 |
| 87 |  $FDX | FEDEX CORP | $485,371 | 0.4% | NEW | 60.3 |
| 88 |  $ADI | ANALOG DEVICES INC | $481,912 | 0.4% | -47% | 76.2 |
| 89 |  $RSG | REPUBLIC SERVICES, INC. | $475,343 | 0.4% | -0% | 72 |
| 90 | — | ARK ETF TR | $474,898 | 0.4% | -4% | — |
| 91 |  $NXPI | NXP Semiconductors N.V. | $473,367 | 0.4% | -9% | — |
| 92 |  $GILD | GILEAD SCIENCES, INC. | $464,150 | 0.3% | -11% | 77.8 |
| 93 | — | ISHARES TR | $459,121 | 0.3% | +3% | — |
| 94 | — | ISHARES INC | $455,754 | 0.3% | -10% | — |
| 95 |  $CRM | Salesforce, Inc. | $452,245 | 0.3% | +4% | 75.2 |
| 96 | — | SELECT SECTOR SPDR TR | $449,428 | 0.3% | +6% | — |
| 97 |  $TFC | TRUIST FINANCIAL CORP | $445,659 | 0.3% | -6% | — |
| 98 | — | ISHARES TR | $434,966 | 0.3% | -60% | — |
| 99 |  $WELL | WELLTOWER INC. | $429,895 | 0.3% | -0% | 75.7 |
| 100 |  $MKSI | MKS INC | $429,051 | 0.3% | -15% | 59.8 |
| 101 |  $RY | ROYAL BANK OF CANADA | $428,072 | 0.3% | -1% | — |
| 102 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $423,360 | 0.3% | +11% | 42.4 |
| 103 |  $EWBC | EAST WEST BANCORP INC | $421,443 | 0.3% | -4% | — |
| 104 |  $DKS | DICK'S SPORTING GOODS, INC. | $416,933 | 0.3% | +12% | 67.9 |
| 105 |  $KMI | KINDER MORGAN, INC. | $412,181 | 0.3% | -15% | 74.6 |
| 106 | — | SELECT SECTOR SPDR TR | $411,931 | 0.3% | -53% | — |
| 107 |  $DE | DEERE & CO | $409,763 | 0.3% | +41% | 57.4 |
| 108 |  $MDLZ | Mondelez International, Inc. | $407,517 | 0.3% | +6% | 53.9 |
| 109 | — | ISHARES TR | $407,490 | 0.3% | -1% | — |
| 110 |  $MA | Mastercard Inc | $406,711 | 0.3% | -18% | 81.7 |
| 111 |  $LLY | ELI LILLY & Co | $404,202 | 0.3% | +32% | 89.3 |
| 112 |  $FANG | Diamondback Energy, Inc. | $403,873 | 0.3% | -7% | 81.4 |
| 113 |  $AMKR | AMKOR TECHNOLOGY, INC. | $399,785 | 0.3% | -3% | 53 |
| 114 |  $HPE | Hewlett Packard Enterprise Co | $395,414 | 0.3% | -23% | 52.5 |
| 115 | — | SELECT SECTOR SPDR TR | $393,079 | 0.3% | -5% | — |
| 116 | — | ISHARES INC | $381,989 | 0.3% | -67% | — |
| 117 |  $IDA | IDACORP INC | $380,683 | 0.3% | -17% | 62.6 |
| 118 |  $MU | MICRON TECHNOLOGY INC | $380,168 | 0.3% | -31% | 88.4 |
| 119 |  $PGR | PROGRESSIVE CORP/OH/ | $377,476 | 0.3% | +0% | 83.6 |
| 120 |  $KLAC | KLA CORP | $374,574 | 0.3% | -4% | 84.4 |
| 121 |  $SHEL | Shell plc | $366,621 | 0.3% | +24% | — |
| 122 |  $RJF | RAYMOND JAMES FINANCIAL INC | $365,705 | 0.3% | +0% | 63.8 |
| 123 | — | VANGUARD INTL EQUITY INDEX F | $364,688 | 0.3% | -69% | — |
| 124 |  $PAYX | PAYCHEX INC | $362,283 | 0.3% | NEW | 75.1 |
| 125 |  $RELX | RELX PLC | $358,584 | 0.3% | NEW | — |
| 126 | — | VANGUARD INDEX FDS | $353,085 | 0.3% | -90% | — |
| 127 |  $OKE | ONEOK INC /NEW/ | $351,072 | 0.3% | NEW | 72 |
| 128 |  $QSR | Restaurant Brands International Inc. | $346,168 | 0.3% | +4% | 71.2 |
| 129 |  $PSA | Public Storage | $343,417 | 0.3% | NEW | 73.9 |
| 130 |  $QCOM | QUALCOMM INC/DE | $340,856 | 0.3% | NEW | 81.9 |
| 131 |  $EMR | EMERSON ELECTRIC CO | $339,651 | 0.3% | +21% | 65.9 |
| 132 | — | CARILLON SER TR | $336,381 | 0.3% | +0% | — |
| 133 |  $DRI | DARDEN RESTAURANTS INC | $336,189 | 0.3% | +58% | 68.6 |
| 134 |  $SNY | Sanofi | $330,948 | 0.3% | NEW | — |
| 135 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $328,742 | 0.3% | +2% | 66.4 |
| 136 |  $SPY | SPDR S&P 500 ETF TRUST | $328,249 | 0.3% | -91% | — |
| 137 |  $CSCO | CISCO SYSTEMS, INC. | $327,681 | 0.3% | -4% | 72.3 |
| 138 |  $AXS | AXIS CAPITAL HOLDINGS LTD | $325,852 | 0.3% | -11% | — |
| 139 | — | ORACLE CORP | $324,038 | 0.2% | +87% | — |
| 140 |  $MS | MORGAN STANLEY | $323,532 | 0.2% | -14% | — |
| 141 |  $ROK | ROCKWELL AUTOMATION, INC | $322,859 | 0.2% | -3% | 68.2 |
| 142 | — | ISHARES TR | $322,293 | 0.2% | -6% | — |
| 143 | — | VANGUARD WHITEHALL FDS | $320,709 | 0.2% | -3% | — |
| 144 |  $ENB | ENBRIDGE INC | $317,992 | 0.2% | -6% | — |
| 145 |  $WMG | Warner Music Group Corp. | $317,377 | 0.2% | NEW | 55.9 |
| 146 |  $BRK.B | BERKSHIRE HATHAWAY INC | $314,585 | 0.2% | -3% | 64.5 |
| 147 |  $RPM | RPM INTERNATIONAL INC/DE/ | $310,167 | 0.2% | +11% | 57.3 |
| 148 |  $AEM | AGNICO EAGLE MINES LTD | $307,858 | 0.2% | -1% | — |
| 149 |  $TRNO | Terreno Realty Corp | $304,829 | 0.2% | +13% | 75.4 |
| 150 |  $KR | KROGER CO | $302,098 | 0.2% | -13% | 51.1 |
| 151 |  $ALL | ALLSTATE CORP | $301,713 | 0.2% | -7% | 76.6 |
| 152 |  $NVT | nVent Electric plc | $301,525 | 0.2% | -26% | — |
| 153 |  $AMCR | Amcor plc | $301,460 | 0.2% | NEW | — |
| 154 |  $FIX | COMFORT SYSTEMS USA INC | $300,881 | 0.2% | NEW | 79.5 |
| 155 |  $CEG | Constellation Energy Corp | $300,589 | 0.2% | NEW | 62.5 |
| 156 |  $PFE | PFIZER INC | $299,319 | 0.2% | NEW | 69 |
| 157 |  $SNA | Snap-on Inc | $298,961 | 0.2% | -5% | 69.3 |
| 158 |  $USB | US BANCORP DE | $294,192 | 0.2% | -2% | 71.4 |
| 159 |  $MGRC | MCGRATH RENTCORP | $292,153 | 0.2% | NEW | 59.2 |
| 160 |  $ATO | ATMOS ENERGY CORP | $291,408 | 0.2% | NEW | 72 |
| 161 |  $WM | WASTE MANAGEMENT INC | $288,834 | 0.2% | +0% | 70.7 |
| 162 |  $SPGI | S&P Global Inc. | $285,438 | 0.2% | -8% | 79.4 |
| 163 |  $MPC | Marathon Petroleum Corp | $282,778 | 0.2% | -33% | 50.7 |
| 164 |  $NWE | NorthWestern Energy Group, Inc. | $282,585 | 0.2% | +1% | 65.6 |
| 165 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $279,350 | 0.2% | -14% | 71.2 |
| 166 |  $BDX | BECTON DICKINSON & CO | $276,995 | 0.2% | +41% | 50.7 |
| 167 |  $COP | CONOCOPHILLIPS | $275,818 | 0.2% | +3% | 74.8 |
| 168 |  $PLD | Prologis, Inc. | $274,453 | 0.2% | -12% | 67.5 |
| 169 |  $FE | FIRSTENERGY CORP | $266,886 | 0.2% | +41% | 61.6 |
| 170 |  $LRCX | LAM RESEARCH CORP | $264,965 | 0.2% | -55% | 82.4 |
| 171 |  $EGP | EASTGROUP PROPERTIES INC | $264,684 | 0.2% | +0% | 72.4 |
| 172 |  $PH | Parker-Hannifin Corp | $253,564 | 0.2% | NEW | 73.8 |
| 173 |  $CMS | CMS ENERGY CORP | $252,725 | 0.2% | NEW | 61.5 |
| 174 |  $B | BARRICK MINING CORP | $251,168 | 0.2% | NEW | — |
| 175 |  $PKG | PACKAGING CORP OF AMERICA | $248,988 | 0.2% | -1% | 70 |
| 176 |  $IQV | IQVIA HOLDINGS INC. | $248,177 | 0.2% | -10% | 59.7 |
| 177 |  $LFUS | LITTELFUSE INC /DE | $245,974 | 0.2% | NEW | 58.7 |
| 178 |  $ADP | AUTOMATIC DATA PROCESSING INC | $244,902 | 0.2% | -14% | 77.9 |
| 179 |  $O | REALTY INCOME CORP | $242,643 | 0.2% | -28% | 74.6 |
| 180 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $241,928 | 0.2% | -3% | 63.7 |
| 181 |  $ET | Energy Transfer LP | $240,791 | 0.2% | NEW | 64.5 |
| 182 |  $FHN | FIRST HORIZON CORP | $239,150 | 0.2% | NEW | 43.8 |
| 183 |  $AMAT | APPLIED MATERIALS INC /DE | $239,111 | 0.2% | NEW | 74.8 |
| 184 |  $EOG | EOG RESOURCES INC | $234,092 | 0.2% | NEW | 71.1 |
| 185 |  $WTFC | WINTRUST FINANCIAL CORP | $231,288 | 0.2% | -1% | 34.1 |
| 186 |  $JKHY | JACK HENRY & ASSOCIATES INC | $229,553 | 0.2% | +1% | 72.8 |
| 187 |  $PCAR | PACCAR INC | $229,309 | 0.2% | NEW | 56.5 |
| 188 | — | HEWLETT PACKARD ENTERPRISE C | $228,685 | 0.2% | -83% | — |
| 189 |  $DGX | QUEST DIAGNOSTICS INC | $225,874 | 0.2% | +3% | 69.1 |
| 190 |  $CNP | CENTERPOINT ENERGY INC | $225,849 | 0.2% | -38% | 55.9 |
| 191 |  $RMD | RESMED INC | $224,201 | 0.2% | +2% | 79.8 |
| 192 | — | ISHARES TR | $223,824 | 0.2% | +7% | — |
| 193 |  $VRSK | Verisk Analytics, Inc. | $222,344 | 0.2% | NEW | 77.3 |
| 194 |  $ROP | ROPER TECHNOLOGIES INC | $221,282 | 0.2% | NEW | 72.2 |
| 195 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $219,977 | 0.2% | -5% | 74.4 |
| 196 |  $NSC | NORFOLK SOUTHERN CORP | $218,399 | 0.2% | NEW | 70.8 |
| 197 |  $NGG | NATIONAL GRID PLC | $216,767 | 0.2% | -34% | — |
| 198 |  $SNPS | SYNOPSYS INC | $214,735 | 0.2% | NEW | 63.1 |
| 199 |  $PAYC | Paycom Software, Inc. | $214,305 | 0.2% | NEW | 69.8 |
| 200 |  $SNN | SMITH & NEPHEW PLC | $213,507 | 0.2% | NEW | — |
| 201 |  $CFR | CULLEN/FROST BANKERS, INC. | $212,292 | 0.2% | -1% | 66.5 |
| 202 |  $BRO | BROWN & BROWN, INC. | $212,267 | 0.2% | +15% | 75.1 |
| 203 |  $ATR | APTARGROUP, INC. | $211,370 | 0.2% | NEW | 64 |
| 204 |  $EW | Edwards Lifesciences Corp | $209,517 | 0.2% | NEW | 67.6 |
| 205 |  $TRP | TC ENERGY CORP | $208,060 | 0.2% | -44% | — |
| 206 |  $CALM | CAL-MAINE FOODS INC | $207,261 | 0.2% | NEW | 85.7 |
| 207 |  $SRE | SEMPRA | $205,061 | 0.1% | NEW | 47.6 |
| 208 |  $HUBB | HUBBELL INC | $201,946 | 0.1% | -1% | 68.7 |
| 209 |  $NVO | NOVO NORDISK A S | $200,494 | 0.1% | NEW | — |
| 210 |  $DOLE | Dole plc | $197,730 | 0.1% | +23% | — |
New Positions (34)
$FDX FEDEX CORP$485,371$PAYX PAYCHEX INC$362,283$RELX RELX PLC$358,584$OKE ONEOK INC /NEW/$351,072$PSA Public Storage$343,417$QCOM QUALCOMM INC/DE$340,856$SNY Sanofi$330,948$WMG Warner Music Group Corp.$317,377$AMCR Amcor plc$301,460$FIX COMFORT SYSTEMS USA INC$300,881$CEG Constellation Energy Corp$300,589$PFE PFIZER INC$299,319$MGRC MCGRATH RENTCORP$292,153$ATO ATMOS ENERGY CORP$291,408$PH Parker-Hannifin Corp$253,564Exited Positions (15)
$BAC BANK OF AMERICA CORP /DE/
$TSCO TRACTOR SUPPLY CO /DE/
$FNF Fidelity National Financial, Inc.
$TEL TE Connectivity plc
$G Genpact LTD
$HLNE Hamilton Lane INC
$BMY BRISTOL MYERS SQUIBB CO
$GPC GENUINE PARTS CO
$SYK STRYKER CORP
$WSM WILLIAMS SONOMA INC
$LDOS Leidos Holdings, Inc.
$SAN Banco Santander, S.A.
$XEL XCEL ENERGY INC
$CMG CHIPOTLE MEXICAN GRILL INC
$AES AES CORPBrowse Top Institutional Investors
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