TRITONPOINT WEALTH, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2008171
Institutional-grade research for retail investors
13F Reported Value
ⓘ$934.0M
Holdings
268
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TRITONPOINT WEALTH, LLC disclosed 268 positions worth $934.0M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 9.1% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 19. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from TRITONPOINT WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2008171.
AI Fund Analysis
Diversifying
$AAPL9.1% weight
Held 6 quarters
VANGUARD INDEX FDS
4.4% weight
Held 6 quarters
$GOOG3.9% weight
Held 6 quarters
$GOOG3.9% weight
Held 6 quarters
$AMZN3.6% weight
Held 6 quarters
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
$GEV5 quarters accumulating
ISHARES TR
5 quarters accumulating
$NOW3 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$84.5M332,956 sh VANGUARD INDEX FDS
—Quality
$40.8M93,384 sh- 80.2#45
Quality
$36.7M127,874 sh - 80.2
Quality
$36.2M126,011 sh - 74.6
Quality
$33.4M160,420 sh - 35.6
Quality
$24.6M83,716 sh - 83.7
Quality
$23.0M62,116 sh - 55.3
Quality
$18.5M95,172 sh ISHARES TR
—Quality
$17.3M95,326 sh- 72.8
Quality
$17.1M69,859 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $84.5M | 332,956 |
| VANGUARD INDEX FDS | — | $40.8M | 93,384 |
 Alphabet Inc.$GOOGL | 80.2#45 | $36.7M | 127,874 |
| Alphabet Inc.$GOOG | 80.2 | $36.2M | 126,011 |
| AMAZON COM INC$AMZN | 74.6 | $33.4M | 160,420 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $24.6M | 83,716 |
 MICROSOFT CORP$MSFT | 83.7 | $23.0M | 62,116 |
 XPO, Inc.$XPO | 55.3 | $18.5M | 95,172 |
| ISHARES TR | — | $17.3M | 95,326 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $17.1M | 69,859 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TRITONPOINT WEALTH, LLC's 268 positions.
Showing top 10 of 268 holdings.
Sector Allocation
Technology
$266.0M
Other
$207.0M
Financials
$118.5M
Consumer Discretionary
$117.6M
Industrials
$76.9M
Healthcare
$60.5M
Consumer Staples
$29.3M
Energy
$26.1M
Full Holdings — TRITONPOINT WEALTH, LLC (Q1 2026)
All 268 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 | $AAPL | Apple Inc. | $84.5M | 9.1% | -5% | 76.1 |
| 2 | — | VANGUARD INDEX FDS | $40.8M | 4.4% | +3% | — |
| 3 | $GOOGL | Alphabet Inc. | $36.7M | 3.9% | -4% | 80.2 |
| 4 | $GOOG | Alphabet Inc. | $36.2M | 3.9% | -4% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $33.4M | 3.6% | -2% | 74.6 |
| 6 | $JPM | JPMORGAN CHASE & CO | $24.6M | 2.6% | -2% | 35.6 |
| 7 | $MSFT | MICROSOFT CORP | $23.0M | 2.5% | -2% | 83.7 |
| 8 | $XPO | XPO, Inc. | $18.5M | 2.0% | -2% | 55.3 |
| 9 | — | ISHARES TR | $17.3M | 1.9% | -2% | — |
| 10 | $JNJ | JOHNSON & JOHNSON | $17.1M | 1.8% | -1% | 72.8 |
| 11 |  $V | VISA INC. | $15.8M | 1.7% | -2% | 83.5 |
| 12 | — | VANGUARD INDEX FDS | $15.2M | 1.6% | -2% | — |
| 13 |  $LRCX | LAM RESEARCH CORP | $14.4M | 1.6% | -7% | 82.4 |
| 14 |  $WMT | Walmart Inc. | $14.3M | 1.5% | -2% | 63.2 |
| 15 |  $DOV | DOVER Corp | $13.7M | 1.5% | -2% | 63.1 |
| 16 |  $NVDA | NVIDIA CORP | $13.4M | 1.4% | -0% | 90.2 |
| 17 |  $MA | Mastercard Inc | $13.1M | 1.4% | -1% | 81.7 |
| 18 |  $BNL | Broadstone Net Lease, Inc. | $12.8M | 1.4% | -6% | 54 |
| 19 |  $ISRG | INTUITIVE SURGICAL INC | $12.6M | 1.4% | -2% | 81.4 |
| 20 |  $TJX | TJX COMPANIES INC /DE/ | $12.2M | 1.3% | -1% | 70.7 |
| 21 |  $DHR | DANAHER CORP /DE/ | $11.8M | 1.3% | -5% | 63.9 |
| 22 | — | SELECT SECTOR SPDR TR | $11.4M | 1.2% | -0% | — |
| 23 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $9.7M | 1.0% | -4% | 63.7 |
| 24 |  $CB | Chubb Ltd | $9.6M | 1.0% | -4% | — |
| 25 | — | SELECT SECTOR SPDR TR | $9.3M | 1.0% | -1% | — |
| 26 |  $CVX | CHEVRON CORP | $9.0M | 1.0% | -0% | 54.7 |
| 27 | — | SELECT SECTOR SPDR TR | $8.8M | 0.9% | -2% | — |
| 28 |  $WFC | WELLS FARGO & COMPANY/MN | $8.6M | 0.9% | -3% | — |
| 29 |  $MDLZ | Mondelez International, Inc. | $8.3M | 0.9% | +4% | 53.9 |
| 30 |  $BA | BOEING CO | $8.1M | 0.9% | -1% | 51.8 |
| 31 |  $PEP | PEPSICO INC | $7.7M | 0.8% | -2% | 62.7 |
| 32 |  $MRK | Merck & Co., Inc. | $7.2M | 0.8% | -6% | 70.9 |
| 33 |  $CAT | CATERPILLAR INC | $7.1M | 0.8% | -6% | 67.8 |
| 34 |  $YUM | YUM BRANDS INC | $6.9M | 0.7% | -1% | 71.7 |
| 35 | — | VANGUARD WHITEHALL FDS | $6.9M | 0.7% | +2% | — |
| 36 | — | SELECT SECTOR SPDR TR | $6.8M | 0.7% | -1% | — |
| 37 |  $ADI | ANALOG DEVICES INC | $6.7M | 0.7% | -2% | 76.2 |
| 38 |  $QXO | QXO, Inc. | $6.7M | 0.7% | +4% | 53.5 |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.4M | 0.7% | -5% | 64.5 |
| 40 |  $CME | CME GROUP INC. | $6.2M | 0.7% | -1% | 74.5 |
| 41 |  $EOG | EOG RESOURCES INC | $6.2M | 0.7% | +8% | 71.1 |
| 42 |  $RTX | RTX Corp | $6.1M | 0.7% | -1% | 70 |
| 43 | — | ISHARES TR | $5.7M | 0.6% | -0% | — |
| 44 |  $SBUX | STARBUCKS CORP | $5.6M | 0.6% | -3% | 54.6 |
| 45 |  $ABT | ABBOTT LABORATORIES | $5.4M | 0.6% | -3% | 67 |
| 46 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.2M | 0.6% | -4% | 67 |
| 47 | — | ISHARES TR | $5.0M | 0.5% | +2% | — |
| 48 |  $COF | CAPITAL ONE FINANCIAL CORP | $5.0M | 0.5% | -0% | 71 |
| 49 | — | VANGUARD BD INDEX FDS | $4.9M | 0.5% | NEW | — |
| 50 | $GEV | GE Vernova Inc. | $4.7M | 0.5% | +8% | 70.1 |
| 51 |  $BIP | Brookfield Infrastructure Partners L.P. | $4.7M | 0.5% | -8% | — |
| 52 |  $ECL | ECOLAB INC. | $4.6M | 0.5% | -1% | 64.3 |
| 53 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.5M | 0.5% | -1% | 66.5 |
| 54 |  $CL | COLGATE PALMOLIVE CO | $4.4M | 0.5% | +0% | 72.4 |
| 55 | — | SELECT SECTOR SPDR TR | $4.4M | 0.5% | +1% | — |
| 56 |  $BLK | BlackRock, Inc. | $4.4M | 0.5% | -9% | 70.3 |
| 57 |  $HD | HOME DEPOT, INC. | $4.3M | 0.5% | -1% | 69.2 |
| 58 |  $LMT | LOCKHEED MARTIN CORP | $4.3M | 0.5% | -6% | 65 |
| 59 | — | CATERPILLAR INC | $4.1M | 0.4% | -0% | — |
| 60 |  $AES | AES CORP | $4.0M | 0.4% | -0% | 50.9 |
| 61 | — | ISHARES TR | $3.9M | 0.4% | +5% | — |
| 62 |  $KO | COCA COLA CO | $3.8M | 0.4% | -2% | 74 |
| 63 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.4% | -3% | 72.9 |
| 64 |  $PH | Parker-Hannifin Corp | $3.7M | 0.4% | -2% | 73.8 |
| 65 | — | SELECT SECTOR SPDR TR | $3.6M | 0.4% | -0% | — |
| 66 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.6M | 0.4% | -10% | 66.4 |
| 67 |  $BX | Blackstone Inc. | $3.4M | 0.4% | -4% | 68 |
| 68 |  $META | Meta Platforms, Inc. | $3.3M | 0.4% | -12% | 80.9 |
| 69 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.3M | 0.4% | -3% | 65.9 |
| 70 | — | VANGUARD INDEX FDS | $3.3M | 0.4% | +8% | — |
| 71 |  $LLY | ELI LILLY & Co | $3.3M | 0.3% | -2% | 89.3 |
| 72 |  $ORCL | ORACLE CORP | $3.2M | 0.3% | -4% | 67.2 |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.1M | 0.3% | -10% | 68.4 |
| 74 | — | VANGUARD INDEX FDS | $3.0M | 0.3% | +8% | — |
| 75 | — | VANGUARD INDEX FDS | $3.0M | 0.3% | +0% | — |
| 76 |  $BAM | Brookfield Asset Management Ltd. | $2.9M | 0.3% | +2% | — |
| 77 |  $MCD | MCDONALDS CORP | $2.8M | 0.3% | -1% | 73.9 |
| 78 |  $LH | LABCORP HOLDINGS INC. | $2.8M | 0.3% | -4% | 54.8 |
| 79 |  $UNH | UNITEDHEALTH GROUP INC | $2.8M | 0.3% | +4% | 66.8 |
| 80 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.8M | 0.3% | +0% | 70.9 |
| 81 |  $AVGO | Broadcom Inc. | $2.7M | 0.3% | +1% | 86.4 |
| 82 |  $BN | BROOKFIELD Corp /ON/ | $2.5M | 0.3% | -5% | — |
| 83 |  $ABBV | AbbVie Inc. | $2.5M | 0.3% | -6% | 59.3 |
| 84 | $NOW | ServiceNow, Inc. | $2.4M | 0.3% | +39% | 76 |
| 85 |  $BALL | BALL Corp | $2.4M | 0.3% | -2% | 54.2 |
| 86 |  $SNOW | Snowflake Inc. | $2.4M | 0.3% | +8% | 49.6 |
| 87 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.3% | -3% | — |
| 88 |  $UNP | UNION PACIFIC CORP | $2.3M | 0.2% | +1% | 74 |
| 89 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.2% | -1% | — |
| 90 | — | VANGUARD INDEX FDS | $2.2M | 0.2% | -1% | — |
| 91 | — | SELECT SECTOR SPDR TR | $2.2M | 0.2% | -4% | — |
| 92 |  $GNRC | GENERAC HOLDINGS INC. | $2.1M | 0.2% | -3% | 58.2 |
| 93 | — | VANGUARD WORLD FDS | $2.1M | 0.2% | -0% | — |
| 94 | $META | Meta Platforms, Inc. | $2.0M | 0.2% | NEW | 80.9 |
| 95 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $2.0M | 0.2% | +0% | — |
| 96 |  $TSLA | Tesla, Inc. | $2.0M | 0.2% | -1% | 50.1 |
| 97 | — | ISHARES TR | $1.9M | 0.2% | -2% | — |
| 98 | — | VANGUARD INDEX FDS | $1.9M | 0.2% | +3% | — |
| 99 |  $XOM | EXXON MOBIL CORP | $1.9M | 0.2% | +4% | 61.8 |
| 100 | — | ISHARES TR | $1.9M | 0.2% | +22% | — |
| 101 | — | ISHARES TR | $1.6M | 0.2% | -14% | — |
| 102 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | -12% | — |
| 103 | — | SCHWAB STRATEGIC TR | $1.6M | 0.2% | -1% | — |
| 104 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | -1% | — |
| 105 |  $PANW | Palo Alto Networks Inc | $1.5M | 0.2% | +9% | 66.5 |
| 106 |  $NFLX | NETFLIX INC | $1.5M | 0.2% | -4% | 86.7 |
| 107 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -49% | — |
| 108 | — | VANGUARD WHITEHALL FDS | $1.4M | 0.1% | +0% | — |
| 109 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.1% | -3% | 65.7 |
| 110 | — | ISHARES TR | $1.4M | 0.1% | +42% | — |
| 111 |  $DPZ | DOMINOS PIZZA INC | $1.3M | 0.1% | -0% | 69.8 |
| 112 |  $GXO | GXO Logistics, Inc. | $1.3M | 0.1% | -6% | 51.9 |
| 113 | — | ISHARES TR | $1.3M | 0.1% | -3% | — |
| 114 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.1% | +1% | 65.9 |
| 115 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.1% | +4% | 70.1 |
| 116 | — | J P MORGAN EXCHANGE TRADED | $1.2M | 0.1% | +10% | — |
| 117 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.1% | +4% | 58.2 |
| 118 | — | ISHARES TR | $1.1M | 0.1% | +16% | — |
| 119 | — | ISHARES TR | $1.1M | 0.1% | -24% | — |
| 120 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | +0% | 72.3 |
| 121 | — | ISHARES TR | $1.1M | 0.1% | -4% | — |
| 122 | — | SELECT SECTOR SPDR TR | $1.0M | 0.1% | -16% | — |
| 123 |  $AKAM | AKAMAI TECHNOLOGIES INC | $1.0M | 0.1% | -8% | 62 |
| 124 | — | VANECK ETF TRUST | $944,480 | 0.1% | +0% | — |
| 125 |  $GE | GENERAL ELECTRIC CO | $904,801 | 0.1% | +3% | 74.8 |
| 126 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $900,829 | 0.1% | +0% | — |
| 127 |  $LIN | LINDE PLC | $897,190 | 0.1% | +7% | — |
| 128 |  $DIS | Walt Disney Co | $894,024 | 0.1% | -5% | 68.9 |
| 129 |  $ZTS | Zoetis Inc. | $879,482 | 0.1% | -21% | 72.6 |
| 130 |  $ADP | AUTOMATIC DATA PROCESSING INC | $860,155 | 0.1% | -6% | 77.9 |
| 131 | — | ISHARES TR | $839,845 | 0.1% | -3% | — |
| 132 |  $AXP | AMERICAN EXPRESS CO | $834,375 | 0.1% | +1% | 73.2 |
| 133 |  $SYK | STRYKER CORP | $827,145 | 0.1% | +5% | 69.8 |
| 134 |  $COP | CONOCOPHILLIPS | $821,832 | 0.1% | -4% | 74.8 |
| 135 | — | J P MORGAN EXCHANGE TRADED F | $815,090 | 0.1% | -7% | — |
| 136 |  $PFE | PFIZER INC | $813,590 | 0.1% | +1% | 69 |
| 137 |  $MMM | 3M CO | $803,131 | 0.1% | -1% | 60.7 |
| 138 |  $GS | GOLDMAN SACHS GROUP INC | $788,463 | 0.1% | -5% | — |
| 139 |  $FDX | FEDEX CORP | $741,355 | 0.1% | -24% | 60.3 |
| 140 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 141 | — | SPDR SER TR | $709,867 | 0.1% | -1% | — |
| 142 |  $KMI | KINDER MORGAN, INC. | $703,526 | 0.1% | +1% | 74.6 |
| 143 |  $PLTR | Palantir Technologies Inc. | $702,729 | 0.1% | +5% | 85.8 |
| 144 |  $A | AGILENT TECHNOLOGIES, INC. | $702,210 | 0.1% | -8% | 64.6 |
| 145 |  $MU | MICRON TECHNOLOGY INC | $691,524 | 0.1% | +6% | 88.4 |
| 146 |  $WMB | WILLIAMS COMPANIES, INC. | $682,165 | 0.1% | +1% | 72.8 |
| 147 |  $MPC | Marathon Petroleum Corp | $665,891 | 0.1% | +1% | 50.7 |
| 148 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $657,102 | 0.1% | -24% | 59.5 |
| 149 |  $ICE | Intercontinental Exchange, Inc. | $654,442 | 0.1% | +4% | 73.8 |
| 150 |  $SLB | SLB LIMITED/NV | $651,459 | 0.1% | -19% | 63.2 |
| 151 |  $DELL | Dell Technologies Inc. | $643,718 | 0.1% | +1% | 76 |
| 152 |  $CSX | CSX CORP | $612,220 | 0.1% | -0% | 66.4 |
| 153 |  $IVZ | Invesco Ltd. | $611,649 | 0.1% | +52% | — |
| 154 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $597,896 | 0.1% | -1% | 66.7 |
| 155 |  $AUB | Atlantic Union Bankshares Corp | $597,358 | 0.1% | -0% | — |
| 156 |  $MS | MORGAN STANLEY | $592,946 | 0.1% | +3% | — |
| 157 |  $GLD | SPDR GOLD TRUST | $587,776 | 0.1% | -6% | — |
| 158 | — | SCHWAB STRATEGIC TR | $587,641 | 0.1% | +0% | — |
| 159 |  $SPG | SIMON PROPERTY GROUP INC. | $585,331 | 0.1% | -24% | 76.9 |
| 160 |  $CPRT | COPART INC | $580,734 | 0.1% | -0% | 74.9 |
| 161 |  $LDOS | Leidos Holdings, Inc. | $577,281 | 0.1% | -1% | 73.4 |
| 162 | — | ISHARES TR | $572,507 | 0.1% | +0% | — |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $570,106 | 0.1% | +5% | 74.8 |
| 164 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $541,607 | 0.1% | -22% | — |
| 165 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $526,168 | 0.1% | -18% | 75.1 |
| 166 |  $PM | Philip Morris International Inc. | $523,633 | 0.1% | -1% | 80.5 |
| 167 |  $STT | STATE STREET CORP | $513,866 | 0.1% | +0% | 61.5 |
| 168 |  $CG | Carlyle Group Inc. | $509,305 | 0.1% | +0% | 47.3 |
| 169 |  $NEE | NEXTERA ENERGY INC | $506,374 | 0.1% | +6% | 71.7 |
| 170 |  $ET | Energy Transfer LP | $506,220 | 0.1% | -32% | 64.5 |
| 171 | — | SCHWAB STRATEGIC TR | $506,086 | 0.1% | +0% | — |
| 172 |  $AMGN | AMGEN INC | $504,507 | 0.1% | -2% | 79.5 |
| 173 |  $OKE | ONEOK INC /NEW/ | $502,217 | 0.1% | -32% | 72 |
| 174 |  $MKL | MARKEL GROUP INC. | $501,486 | 0.1% | +0% | 68.2 |
| 175 |  $MTB | M&T BANK CORP | $499,328 | 0.1% | -1% | 64.1 |
| 176 | — | ISHARES TR | $498,587 | 0.1% | +167% | — |
| 177 |  $TYL | TYLER TECHNOLOGIES INC | $495,424 | 0.1% | +1% | 69.3 |
| 178 |  $AMD | ADVANCED MICRO DEVICES INC | $492,097 | 0.1% | +2% | 78.8 |
| 179 |  $C | CITIGROUP INC | $487,890 | 0.1% | +5% | 54.8 |
| 180 |  $KLAC | KLA CORP | $480,006 | 0.1% | +7% | 84.4 |
| 181 |  $EGP | EASTGROUP PROPERTIES INC | $466,600 | 0.1% | +0% | 72.4 |
| 182 | — | ISHARES TR | $464,946 | 0.1% | +62% | — |
| 183 |  $CMI | CUMMINS INC | $463,235 | 0.1% | -1% | 58.9 |
| 184 | — | FIRST TR EXCHANGE-TRADED FD | $457,870 | 0.1% | +0% | — |
| 185 |  $SAP | SAP SE | $448,913 | 0.1% | +0% | — |
| 186 | — | ISHARES TR | $444,158 | 0.1% | -6% | — |
| 187 |  $MCK | MCKESSON CORP | $440,885 | 0.1% | -1% | 63.7 |
| 188 | — | ISHARES TR | $438,519 | 0.1% | -6% | — |
| 189 | — | FIRST TR EXCHANGE-TRADED FD | $432,725 | 0.1% | +0% | — |
| 190 | — | SPDR SERIES TRUST | $432,240 | 0.1% | NEW | — |
| 191 |  $__PARK_1390777 | Bank of New York Mellon Corp | $426,419 | 0.1% | -1% | 36.7 |
| 192 |  $LOW | LOWES COMPANIES INC | $426,249 | 0.1% | +3% | 63.5 |
| 193 | — | ISHARES TR | $403,762 | 0.0% | -1% | — |
| 194 |  $NDAQ | NASDAQ, INC. | $392,786 | 0.0% | +5% | 78.5 |
| 195 | — | ISHARES TR | $387,309 | 0.0% | +33% | — |
| 196 | — | ISHARES TR | $387,086 | 0.0% | -2% | — |
| 197 |  $TMUS | T-Mobile US, Inc. | $383,824 | 0.0% | -5% | 72.7 |
| 198 |  $SHEL | Shell plc | $380,463 | 0.0% | -19% | — |
| 199 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $378,817 | 0.0% | +0% | 54.8 |
| 200 |  $TMP | TOMPKINS FINANCIAL CORP | $373,386 | 0.0% | +0% | 62.3 |
| 201 |  $PSX | Phillips 66 | $367,180 | 0.0% | -28% | 47.6 |
| 202 |  $APH | AMPHENOL CORP /DE/ | $364,089 | 0.0% | -1% | 80.5 |
| 203 |  $VZ | VERIZON COMMUNICATIONS INC | $363,924 | 0.0% | +5% | 71.6 |
| 204 | — | ISHARES TR | $363,293 | 0.0% | +17% | — |
| 205 |  $T | AT&T INC. | $345,993 | 0.0% | +17% | 71.9 |
| 206 |  $ALL | ALLSTATE CORP | $338,426 | 0.0% | -0% | 76.6 |
| 207 |  $SNA | Snap-on Inc | $337,068 | 0.0% | -35% | 69.3 |
| 208 |  $MDT | Medtronic plc | $335,849 | 0.0% | -4% | — |
| 209 |  $DE | DEERE & CO | $334,998 | 0.0% | +2% | 57.4 |
| 210 | — | ISHARES TR | $334,800 | 0.0% | +0% | — |
| 211 |  $GILD | GILEAD SCIENCES, INC. | $334,070 | 0.0% | +1% | 77.8 |
| 212 |  $QCOM | QUALCOMM INC/DE | $331,060 | 0.0% | -16% | 81.9 |
| 213 |  $FTV | Fortive Corp | $329,911 | 0.0% | +4% | 55.9 |
| 214 |  $ETN | Eaton Corp plc | $329,482 | 0.0% | -1% | — |
| 215 |  $ADBE | ADOBE INC. | $328,644 | 0.0% | -82% | 80.4 |
| 216 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $323,973 | 0.0% | -47% | 72.9 |
| 217 | $IVZ | Invesco Ltd. | $314,777 | 0.0% | +0% | — |
| 218 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $307,726 | 0.0% | +0% | 75.4 |
| 219 |  $PGR | PROGRESSIVE CORP/OH/ | $307,643 | 0.0% | +3% | 83.6 |
| 220 |  $CRM | Salesforce, Inc. | $296,619 | 0.0% | +5% | 75.2 |
| 221 |  $TXN | TEXAS INSTRUMENTS INC | $296,073 | 0.0% | +15% | 70.4 |
| 222 |  $MO | ALTRIA GROUP, INC. | $291,430 | 0.0% | +3% | 72.1 |
| 223 |  $CRWD | CrowdStrike Holdings, Inc. | $289,997 | 0.0% | +7% | 55 |
| 224 | — | VANGUARD WORLD FD | $289,900 | 0.0% | +0% | — |
| 225 | — | ISHARES TR | $285,273 | 0.0% | +7% | — |
| 226 | — | ISHARES INC | $284,720 | 0.0% | -11% | — |
| 227 | — | VANGUARD SPECIALIZED FUNDS | $278,073 | 0.0% | NEW | — |
| 228 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $273,282 | 0.0% | +18% | 76.6 |
| 229 | — | VANECK ETF TRUST | $272,984 | 0.0% | +1% | — |
| 230 | — | ISHARES TR | $272,683 | 0.0% | +0% | — |
| 231 |  $INTC | INTEL CORP | $271,355 | 0.0% | NEW | 41.5 |
| 232 |  $NSC | NORFOLK SOUTHERN CORP | $271,211 | 0.0% | -1% | 70.8 |
| 233 | — | ISHARES TR | $270,126 | 0.0% | -6% | — |
| 234 |  $PLD | Prologis, Inc. | $266,078 | 0.0% | +22% | 67.5 |
| 235 |  $HWM | Howmet Aerospace Inc. | $265,429 | 0.0% | +2% | 79.1 |
| 236 |  $YUMC | Yum China Holdings, Inc. | $257,802 | 0.0% | +0% | 65.2 |
| 237 |  $NEM | NEWMONT Corp /DE/ | $256,769 | 0.0% | +3% | 88.3 |
| 238 | — | SCHWAB STRATEGIC TR | $256,108 | 0.0% | +1% | — |
| 239 |  $MC | Moelis & Co | $256,044 | 0.0% | +0% | — |
| 240 | — | ISHARES TR | $253,287 | 0.0% | +0% | — |
| 241 |  $GD | GENERAL DYNAMICS CORP | $248,309 | 0.0% | +6% | 73 |
| 242 | — | ISHARES TR | $244,217 | 0.0% | +0% | — |
| 243 |  $SCHW | SCHWAB CHARLES CORP | $243,327 | 0.0% | +15% | 77.2 |
| 244 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $243,073 | 0.0% | +6% | — |
| 245 |  $JCI | Johnson Controls International plc | $242,996 | 0.0% | -2% | — |
| 246 | — | VANGUARD BD INDEX FDS | $242,791 | 0.0% | NEW | — |
| 247 |  $GLW | CORNING INC /NY | $237,624 | 0.0% | NEW | 72.7 |
| 248 |  $DUK | Duke Energy CORP | $233,994 | 0.0% | +2% | 64 |
| 249 |  $MTZ | MASTEC INC | $231,009 | 0.0% | NEW | 59.7 |
| 250 | — | ISHARES TR | $228,134 | 0.0% | -7% | — |
| 251 | — | SPDR SER TR | $226,393 | 0.0% | +0% | — |
| 252 | — | VANGUARD WORLD FD | $225,550 | 0.0% | -27% | — |
| 253 |  $CCZ | COMCAST CORP | $224,771 | 0.0% | NEW | 70.4 |
| 254 |  $HCA | HCA Healthcare, Inc. | $223,369 | 0.0% | +3% | 70.5 |
| 255 |  $WELL | WELLTOWER INC. | $222,744 | 0.0% | +4% | 75.7 |
| 256 |  $USB | US BANCORP DE | $220,258 | 0.0% | -2% | 71.4 |
| 257 | — | BLACKROCK ETF TRUST II | $218,937 | 0.0% | NEW | — |
| 258 |  $DHI | HORTON D R INC /DE/ | $218,762 | 0.0% | -0% | 54.6 |
| 259 |  $PWR | QUANTA SERVICES, INC. | $217,412 | 0.0% | NEW | 62.6 |
| 260 | — | ISHARES TR | $216,916 | 0.0% | -62% | — |
| 261 |  $UBER | Uber Technologies, Inc | $214,264 | 0.0% | -3% | 79.3 |
| 262 | — | ISHARES TR | $211,797 | 0.0% | +7% | — |
| 263 | — | VANGUARD TAX-MANAGED FDS | $210,246 | 0.0% | -15% | — |
| 264 | — | ISHARES TR | $205,721 | 0.0% | +20% | — |
| 265 |  $Q | Qnity Electronics, Inc. | $204,107 | 0.0% | NEW | — |
| 266 | $IVZ | Invesco Ltd. | $201,656 | 0.0% | +0% | — |
| 267 |  $GOOD | GLADSTONE COMMERCIAL CORP | $154,705 | 0.0% | -34% | 60.6 |
| 268 |  $INTZ | INTRUSION INC | $130,385 | 0.0% | +0% | — |
New Positions (11)
VANGUARD BD INDEX FDS$4.9M
SPDR SERIES TRUST$432,240
VANGUARD SPECIALIZED FUNDS$278,073
$INTC INTEL CORP$271,355 VANGUARD BD INDEX FDS$242,791
$GLW CORNING INC /NY$237,624$MTZ MASTEC INC$231,009$CCZ COMCAST CORP$224,771 BLACKROCK ETF TRUST II$218,937
$PWR QUANTA SERVICES, INC.$217,412$Q Qnity Electronics, Inc.$204,107Exited Positions (19)
VANGUARD SCOTTSDALE FDS
$SO SOUTHERN CO
$INTU INTUIT INC.
$BSX BOSTON SCIENTIFIC CORP
$BKNG Booking Holdings Inc. VANGUARD ADMIRAL FDS INC
$OTIS Otis Worldwide Corp
$APP AppLovin Corp
$SPGI S&P Global Inc.
$APO Apollo Global Management, Inc.
$CVS CVS HEALTH Corp
$FE FIRSTENERGY CORP
$CEG Constellation Energy Corp
$DAL DELTA AIR LINES, INC.
$BXSL Blackstone Secured Lending FundBrowse Top Institutional Investors
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