MARSHALL INVESTMENT MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2022427
Institutional-grade research for retail investors
13F Reported Value
ⓘ$208.5M
Holdings
274
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MARSHALL INVESTMENT MANAGEMENT, LLC disclosed 274 positions worth $208.5M in its Form 13F-HR for Q1 2026, led by $GLD (SPDR GOLD TRUST) at 9.7% of the equity portfolio. During the quarter the fund opened 141 new positions and exited 1. The portfolio is most concentrated in Other (46.7% of disclosed assets). All figures are sourced directly from MARSHALL INVESTMENT MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 2022427.
AI Fund Analysis
Diversifying
$GLD9.7% weight
Held 6 quarters
PIMCO EQUITY SER
5.5% weight
Held 6 quarters
$MSFT3.6% weight
Held 6 quarters
$AMZN3.2% weight
Held 6 quarters
FIDELITY COVINGTON TRUST
2.8% weight
Held 4 quarters
$VZ4 quarters accumulating
$DUK4 quarters accumulating
$AMGN4 quarters accumulating
$JNJ4 quarters accumulating
GLOBAL X FDS
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$20.2M47,049 sh PIMCO EQUITY SER
—Quality
$11.4M194,540 sh- —
Quality
$10.3M96,219 sh - 64.5
Quality
$9.6M20,019 sh - 83.7
Quality
$7.5M20,199 sh - 74.6
Quality
$6.7M32,203 sh FIDELITY COVINGTON TRUST
—Quality
$5.9M168,479 shFIDELITY COVINGTON TRUST
—Quality
$5.8M208,552 shFIRST TR EXCHANGE TRADED FD
—Quality
$5.0M73,100 sh- 76.1
Quality
$4.9M19,465 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR GOLD TRUST$GLD | — | $20.2M | 47,049 |
| PIMCO EQUITY SER | — | $11.4M | 194,540 |
 Invesco Ltd.$IVZ | — | $10.3M | 96,219 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $9.6M | 20,019 |
| MICROSOFT CORP$MSFT | 83.7 | $7.5M | 20,199 |
| AMAZON COM INC$AMZN | 74.6 | $6.7M | 32,203 |
| FIDELITY COVINGTON TRUST | — | $5.9M | 168,479 |
| FIDELITY COVINGTON TRUST | — | $5.8M | 208,552 |
| FIRST TR EXCHANGE TRADED FD | — | $5.0M | 73,100 |
 Apple Inc.$AAPL | 76.1 | $4.9M | 19,465 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MARSHALL INVESTMENT MANAGEMENT, LLC's 274 positions.
Showing top 10 of 274 holdings.
Sector Allocation
Other
$97.3M
Financials
$50.7M
Technology
$30.1M
Consumer Discretionary
$10.8M
Healthcare
$9.2M
Utilities
$4.1M
Communication Services
$3.6M
Industrials
$1.1M
Full Holdings — MARSHALL INVESTMENT MANAGEMENT, LLC (Q1 2026)
All 274 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 | $GLD | SPDR GOLD TRUST | $20.2M | 9.7% | -3% | — |
| 2 | — | PIMCO EQUITY SER | $11.4M | 5.5% | +27% | — |
| 3 | $IVZ | Invesco Ltd. | $10.3M | 5.0% | NEW | — |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $9.6M | 4.6% | +9% | 64.5 |
| 5 | $MSFT | MICROSOFT CORP | $7.5M | 3.6% | +9% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $6.7M | 3.2% | +9% | 74.6 |
| 7 | — | FIDELITY COVINGTON TRUST | $5.9M | 2.8% | -30% | — |
| 8 | — | FIDELITY COVINGTON TRUST | $5.8M | 2.8% | -27% | — |
| 9 | — | FIRST TR EXCHANGE TRADED FD | $5.0M | 2.4% | +9% | — |
| 10 | $AAPL | Apple Inc. | $4.9M | 2.4% | +3% | 76.1 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $4.8M | 2.3% | +6% | 35.6 |
| 12 |  $GOOGL | Alphabet Inc. | $4.7M | 2.2% | -0% | 80.2 |
| 13 |  $NVDA | NVIDIA CORP | $4.7M | 2.2% | +3% | 90.2 |
| 14 | — | MFS ACTIVE EXCHANGE TRADED F | $4.5M | 2.2% | +3% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.9% | +1638% | — |
| 16 | — | TCW ETF TRUST | $4.0M | 1.9% | NEW | — |
| 17 | — | FIRST TR EXCHANGE TRADED FD | $3.9M | 1.9% | -3% | — |
| 18 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.8M | 1.8% | +333% | — |
| 19 |  $WMT | Walmart Inc. | $3.7M | 1.8% | +3% | 63.2 |
| 20 |  $LLY | ELI LILLY & Co | $3.6M | 1.7% | +4% | 89.3 |
| 21 | $VZ | VERIZON COMMUNICATIONS INC | $3.5M | 1.7% | +6% | 71.6 |
| 22 | $DUK | Duke Energy CORP | $3.5M | 1.7% | +7% | 64 |
| 23 |  $CRWD | CrowdStrike Holdings, Inc. | $3.2M | 1.6% | +10% | 55 |
| 24 | — | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.5% | +36% | — |
| 25 | — | FIRST TR EXCH TRADED FD III | $3.0M | 1.4% | +10% | — |
| 26 | $AMGN | AMGEN INC | $2.7M | 1.3% | +5% | 79.5 |
| 27 | — | FIRST TR EXCHANGE TRADED FD | $2.7M | 1.3% | -0% | — |
| 28 | — | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.3% | -0% | — |
| 29 | — | SPDR SERIES TRUST | $2.5M | 1.2% | -13% | — |
| 30 | $IVZ | Invesco Ltd. | $2.5M | 1.2% | -10% | — |
| 31 | $JNJ | JOHNSON & JOHNSON | $2.4M | 1.2% | +1% | 72.8 |
| 32 | — | GLOBAL X FDS | $2.3M | 1.1% | -11% | — |
| 33 | — | GLOBAL X FDS | $2.2M | 1.1% | +7% | — |
| 34 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.1% | -1% | — |
| 35 | — | VANECK ETF TRUST | $2.1M | 1.0% | -8% | — |
| 36 | $IVZ | Invesco Ltd. | $2.0M | 0.9% | -4% | — |
| 37 | — | FIRST TR EXCHANGE TRADED FD | $2.0M | 0.9% | +10% | — |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.8% | -65% | — |
| 39 | — | FIRST TR EXCHANGE TRADED FD | $1.7M | 0.8% | +7% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.8% | -2% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.8% | +6% | — |
| 42 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.8% | +10% | — |
| 43 | — | ARK ETF TR | $1.6M | 0.8% | -32% | — |
| 44 | — | SELECT SECTOR SPDR TR | $1.6M | 0.8% | -10% | — |
| 45 | — | FIRST TR EXCHANGE TRADED FD | $1.6M | 0.8% | +8% | — |
| 46 | — | VANGUARD INDEX FDS | $1.4M | 0.7% | +4% | — |
| 47 | — | ARK ETF TR | $1.1M | 0.5% | +9% | — |
| 48 | — | FIRST TR EXCHANGE-TRADED FD | $1.0M | 0.5% | +268% | — |
| 49 | — | SPDR SERIES TRUST | $963,561 | 0.5% | +33% | — |
| 50 | — | JOHN HANCOCK EXCHANGE TRADED | $927,829 | 0.5% | +0% | — |
| 51 | — | FIRST TR EXCHANGE-TRADED FD | $686,087 | 0.3% | +7% | — |
| 52 |  $MPLX | MPLX LP | $612,486 | 0.3% | +2% | 76.5 |
| 53 | — | FIRST TR EXCHANGE-TRADED FD | $584,610 | 0.3% | +0% | — |
| 54 | — | VANGUARD INDEX FDS | $541,183 | 0.3% | +34% | — |
| 55 | — | FIRST TR EXCHANGE TRADED FD | $527,194 | 0.3% | +21% | — |
| 56 | — | VANGUARD ADMIRAL FDS INC | $520,275 | 0.3% | +26% | — |
| 57 |  $WEC | WEC ENERGY GROUP, INC. | $518,721 | 0.3% | +1% | 67 |
| 58 |  $LMT | LOCKHEED MARTIN CORP | $508,703 | 0.2% | +1% | 65 |
| 59 | — | J P MORGAN EXCHANGE TRADED F | $470,100 | 0.2% | +1% | — |
| 60 | — | FIRST TR EXCHANGE TRADED FD | $424,156 | 0.2% | +0% | — |
| 61 | — | SCHWAB STRATEGIC TR | $393,430 | 0.2% | -1% | — |
| 62 | — | VANGUARD BD INDEX FDS | $329,637 | 0.2% | +9% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD | $297,379 | 0.1% | +0% | — |
| 64 |  $AVGO | Broadcom Inc. | $285,413 | 0.1% | +11% | 86.4 |
| 65 |  $V | VISA INC. | $282,895 | 0.1% | +7% | 83.5 |
| 66 | — | VANGUARD TAX-MANAGED FDS | $273,878 | 0.1% | +28% | — |
| 67 | $IVZ | Invesco Ltd. | $266,780 | 0.1% | +0% | — |
| 68 |  $CVS | CVS HEALTH Corp | $266,093 | 0.1% | +0% | 51.3 |
| 69 |  $RTX | RTX Corp | $263,042 | 0.1% | +1% | 70 |
| 70 | — | ISHARES TR | $258,929 | 0.1% | +1% | — |
| 71 |  $META | Meta Platforms, Inc. | $235,144 | 0.1% | -92% | 80.9 |
| 72 |  $XOM | EXXON MOBIL CORP | $229,815 | 0.1% | NEW | 61.8 |
| 73 | — | NUSHARES ETF TR | $224,459 | 0.1% | +1% | — |
| 74 |  $GS | GOLDMAN SACHS GROUP INC | $214,338 | 0.1% | -0% | — |
| 75 |  $MU | MICRON TECHNOLOGY INC | $211,779 | 0.1% | NEW | 88.4 |
| 76 |  $VMC | Vulcan Materials CO | $191,652 | 0.1% | +0% | 66.6 |
| 77 | — | ARK ETF TR | $186,005 | 0.1% | +0% | — |
| 78 | — | VANGUARD INDEX FDS | $179,884 | 0.1% | -64% | — |
| 79 | — | ISHARES TR | $167,222 | 0.1% | -95% | — |
| 80 | — | VANGUARD INDEX FDS | $163,272 | 0.1% | -61% | — |
| 81 |  $PM | Philip Morris International Inc. | $161,131 | 0.1% | NEW | 80.5 |
| 82 |  $KO | COCA COLA CO | $153,089 | 0.1% | NEW | 74 |
| 83 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $150,085 | 0.1% | NEW | 66.3 |
| 84 |  $CSCO | CISCO SYSTEMS, INC. | $142,869 | 0.1% | NEW | 72.3 |
| 85 |  $PLTR | Palantir Technologies Inc. | $140,866 | 0.1% | NEW | 85.8 |
| 86 | — | ISHARES TR | $137,554 | 0.1% | -47% | — |
| 87 |  $USB | US BANCORP DE | $130,753 | 0.1% | NEW | 71.4 |
| 88 | — | PROSHARES TR | $130,024 | 0.1% | NEW | — |
| 89 | — | ISHARES TR | $124,640 | 0.1% | -68% | — |
| 90 | — | AMPLIFY ETF TR | $121,813 | 0.1% | NEW | — |
| 91 | — | SPDR SERIES TRUST | $119,523 | 0.1% | -81% | — |
| 92 | — | FIRST TR EXCHANGE-TRADED FD | $109,619 | 0.1% | -65% | — |
| 93 | — | ARK ETF TR | $109,238 | 0.1% | -97% | — |
| 94 | — | NUSHARES ETF TR | $100,723 | 0.1% | -58% | — |
| 95 |  $COST | COSTCO WHOLESALE CORP /NEW | $99,643 | 0.1% | NEW | 67 |
| 96 | — | EA SERIES TRUST | $99,140 | 0.1% | NEW | — |
| 97 | — | VANGUARD INDEX FDS | $99,080 | 0.1% | -83% | — |
| 98 | — | VANGUARD MALVERN FDS | $92,160 | 0.0% | NEW | — |
| 99 | — | FIRST TR EXCHANGE-TRADED FD | $85,979 | 0.0% | -77% | — |
| 100 |  $NDAQ | NASDAQ, INC. | $83,563 | 0.0% | NEW | 78.5 |
| 101 |  $SYY | SYSCO CORP | $83,448 | 0.0% | NEW | 58.4 |
| 102 |  $UPS | UNITED PARCEL SERVICE INC | $82,639 | 0.0% | NEW | 58.2 |
| 103 | — | SPDR SERIES TRUST | $82,550 | 0.0% | -87% | — |
| 104 | — | VANGUARD INDEX FDS | $80,933 | 0.0% | -87% | — |
| 105 | — | NUSHARES ETF TR | $79,859 | 0.0% | -68% | — |
| 106 | — | PRINCIPAL EXCHANGE TRADED FD | $78,936 | 0.0% | NEW | — |
| 107 | — | FIDELITY COVINGTON TRUST | $76,541 | 0.0% | -99% | — |
| 108 |  $GOOG | Alphabet Inc. | $70,804 | 0.0% | NEW | 80.2 |
| 109 | — | FIRST TR EXCHANGE-TRADED ALP | $69,416 | 0.0% | NEW | — |
| 110 |  $MRK | Merck & Co., Inc. | $65,343 | 0.0% | NEW | 70.9 |
| 111 |  $BKH | BLACK HILLS CORP /SD/ | $65,156 | 0.0% | NEW | 53.1 |
| 112 | — | THE ALGER ETF TRUST | $63,567 | 0.0% | NEW | — |
| 113 |  $ORCL | ORACLE CORP | $62,963 | 0.0% | NEW | 67.2 |
| 114 | — | ISHARES TR | $61,241 | 0.0% | -95% | — |
| 115 | — | SPDR SERIES TRUST | $60,532 | 0.0% | -96% | — |
| 116 | — | ISHARES TR | $58,759 | 0.0% | -95% | — |
| 117 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $57,085 | 0.0% | NEW | — |
| 118 | — | ISHARES TR | $55,792 | 0.0% | -93% | — |
| 119 | — | SELECT SECTOR SPDR TR | $53,839 | 0.0% | -92% | — |
| 120 | — | SELECT SECTOR SPDR TR | $52,927 | 0.0% | -96% | — |
| 121 | $IVZ | Invesco Ltd. | $50,546 | 0.0% | NEW | — |
| 122 | — | FIRST TR EXCH TRADED FD III | $46,985 | 0.0% | -99% | — |
| 123 | — | ISHARES TR | $45,120 | 0.0% | -92% | — |
| 124 | — | VANGUARD SCOTTSDALE FDS | $44,776 | 0.0% | NEW | — |
| 125 |  $GH | Guardant Health, Inc. | $44,338 | 0.0% | NEW | 36.1 |
| 126 | $META | Meta Platforms, Inc. | $43,361 | 0.0% | NEW | 80.9 |
| 127 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $42,183 | 0.0% | NEW | — |
| 128 |  $MO | ALTRIA GROUP, INC. | $41,178 | 0.0% | NEW | 72.1 |
| 129 | — | ISHARES TR | $40,496 | 0.0% | -97% | — |
| 130 | — | VANECK ETF TRUST | $38,392 | 0.0% | -97% | — |
| 131 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $37,622 | 0.0% | NEW | — |
| 132 |  $BA | BOEING CO | $36,821 | 0.0% | NEW | 51.8 |
| 133 | — | ARK ETF TR | $36,644 | 0.0% | -96% | — |
| 134 | — | STATE STR SPDR DOW JONES IND | $36,592 | 0.0% | NEW | — |
| 135 | — | ISHARES TR | $35,439 | 0.0% | -94% | — |
| 136 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $33,015 | 0.0% | NEW | — |
| 137 |  $HD | HOME DEPOT, INC. | $32,889 | 0.0% | NEW | 69.2 |
| 138 | — | DIMENSIONAL ETF TRUST | $32,759 | 0.0% | NEW | — |
| 139 |  $MCD | MCDONALDS CORP | $32,633 | 0.0% | NEW | 73.9 |
| 140 | — | ISHARES INC | $32,200 | 0.0% | NEW | — |
| 141 | — | SPDR SERIES TRUST | $31,055 | 0.0% | -99% | — |
| 142 |  $TSLA | Tesla, Inc. | $28,627 | 0.0% | NEW | 50.1 |
| 143 | — | CAPITAL GROUP CONSERVATIVE E | $27,723 | 0.0% | NEW | — |
| 144 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $27,518 | 0.0% | NEW | — |
| 145 | $IVZ | Invesco Ltd. | $27,199 | 0.0% | NEW | — |
| 146 |  $LOW | LOWES COMPANIES INC | $26,700 | 0.0% | NEW | 63.5 |
| 147 |  $MELI | MERCADOLIBRE INC | $25,935 | 0.0% | NEW | 77.5 |
| 148 |  $AMD | ADVANCED MICRO DEVICES INC | $25,632 | 0.0% | NEW | 78.8 |
| 149 |  $MDLZ | Mondelez International, Inc. | $24,843 | 0.0% | NEW | 53.9 |
| 150 |  $LITE | Lumentum Holdings Inc. | $24,598 | 0.0% | NEW | 63.4 |
| 151 | — | VANECK ETF TRUST | $24,170 | 0.0% | -97% | — |
| 152 |  $RBLX | Roblox Corp | $23,416 | 0.0% | NEW | 53.7 |
| 153 | — | DIMENSIONAL ETF TRUST | $23,164 | 0.0% | NEW | — |
| 154 |  $PANW | Palo Alto Networks Inc | $22,926 | 0.0% | NEW | 66.5 |
| 155 |  $MA | Mastercard Inc | $22,871 | 0.0% | NEW | 81.7 |
| 156 | — | SCHWAB STRATEGIC TR | $22,768 | 0.0% | -93% | — |
| 157 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $21,573 | 0.0% | NEW | 66.7 |
| 158 | — | GLOBAL X FDS | $21,564 | 0.0% | -98% | — |
| 159 |  $CCL | Carnival Corp Ltd. | $21,532 | 0.0% | NEW | — |
| 160 | — | ISHARES TR | $21,359 | 0.0% | -98% | — |
| 161 |  $TOL | Toll Brothers, Inc. | $21,191 | 0.0% | NEW | 68.3 |
| 162 | — | DIMENSIONAL ETF TRUST | $21,100 | 0.0% | NEW | — |
| 163 | — | GLOBAL X FDS | $21,039 | 0.0% | -99% | — |
| 164 |  $FNV | FRANCO NEVADA Corp | $20,289 | 0.0% | NEW | — |
| 165 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $19,662 | 0.0% | NEW | 75.4 |
| 166 | — | INNOVATOR ETFS TRUST | $18,944 | 0.0% | NEW | — |
| 167 |  $SBUX | STARBUCKS CORP | $18,456 | 0.0% | NEW | 54.6 |
| 168 |  $COP | CONOCOPHILLIPS | $17,680 | 0.0% | NEW | 74.8 |
| 169 | — | FIRST TR EXCHNG TRADED FD VI | $17,395 | 0.0% | NEW | — |
| 170 | — | VANGUARD CHARLOTTE FDS | $17,154 | 0.0% | NEW | — |
| 171 |  $KMB | KIMBERLY CLARK CORP | $16,786 | 0.0% | NEW | 61.7 |
| 172 | — | FIRST TR EXCH TRADED FD III | $16,724 | 0.0% | -100% | — |
| 173 |  $DNP | DNP SELECT INCOME FUND INC | $16,480 | 0.0% | NEW | — |
| 174 |  $CQP | Cheniere Energy Partners, L.P. | $16,430 | 0.0% | NEW | 74.1 |
| 175 | — | ISHARES TR | $15,145 | 0.0% | -98% | — |
| 176 |  $IRDM | Iridium Communications Inc. | $14,759 | 0.0% | NEW | 59.2 |
| 177 | — | TIDAL TRUST I | $13,801 | 0.0% | NEW | — |
| 178 | — | DIMENSIONAL ETF TRUST | $13,786 | 0.0% | NEW | — |
| 179 | — | ISHARES TR | $13,243 | 0.0% | -94% | — |
| 180 |  $NSA | National Storage Affiliates Trust | $13,171 | 0.0% | NEW | 44.8 |
| 181 |  $BAC | BANK OF AMERICA CORP /DE/ | $13,154 | 0.0% | NEW | 68.4 |
| 182 |  $EIX | EDISON INTERNATIONAL | $12,075 | 0.0% | NEW | 70.7 |
| 183 |  $SHEL | Shell plc | $11,736 | 0.0% | NEW | — |
| 184 |  $TGT | TARGET CORP | $11,630 | 0.0% | NEW | 53.1 |
| 185 | — | FIRST TR EXCHANGE-TRADED FD | $11,524 | 0.0% | -99% | — |
| 186 | — | SELECT SECTOR SPDR TR | $11,341 | 0.0% | -99% | — |
| 187 |  $CB | Chubb Ltd | $11,082 | 0.0% | NEW | — |
| 188 | — | FIRST TR EXCHANGE-TRADED FD | $10,960 | 0.0% | -90% | — |
| 189 |  $CAT | CATERPILLAR INC | $10,641 | 0.0% | NEW | 67.8 |
| 190 | $IVZ | Invesco Ltd. | $10,160 | 0.0% | NEW | — |
| 191 | $IVZ | Invesco Ltd. | $10,074 | 0.0% | NEW | — |
| 192 |  $DRI | DARDEN RESTAURANTS INC | $9,802 | 0.0% | NEW | 68.6 |
| 193 |  $DAL | DELTA AIR LINES, INC. | $9,640 | 0.0% | NEW | 64.4 |
| 194 |  $ELMD | Electromed, Inc. | $9,364 | 0.0% | NEW | 64.5 |
| 195 | — | DIMENSIONAL ETF TRUST | $9,342 | 0.0% | NEW | — |
| 196 | — | DIMENSIONAL ETF TRUST | $9,118 | 0.0% | NEW | — |
| 197 | — | ISHARES TR | $9,028 | 0.0% | -97% | — |
| 198 | — | FIRST TR EXCHANGE-TRADED FD | $8,959 | 0.0% | -97% | — |
| 199 | — | AMERICAN CENTY ETF TR | $8,722 | 0.0% | NEW | — |
| 200 |  $STRL | STERLING INFRASTRUCTURE, INC. | $8,553 | 0.0% | NEW | 73.3 |
| 201 |  $KHC | Kraft Heinz Co | $8,313 | 0.0% | NEW | 42.5 |
| 202 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $8,095 | 0.0% | NEW | 74.6 |
| 203 | — | FIDELITY COMWLTH TR | $8,012 | 0.0% | NEW | — |
| 204 |  $CRDO | Credo Technology Group Holding Ltd | $7,979 | 0.0% | NEW | — |
| 205 |  $JRS | NUVEEN REAL ESTATE INCOME FUND | $7,951 | 0.0% | NEW | — |
| 206 |  $FISV | FISERV INC | $7,812 | 0.0% | NEW | 67.4 |
| 207 |  $QSR | Restaurant Brands International Inc. | $7,759 | 0.0% | NEW | 71.2 |
| 208 | — | VANECK ETF TRUST | $7,311 | 0.0% | -97% | — |
| 209 |  $UNH | UNITEDHEALTH GROUP INC | $7,182 | 0.0% | NEW | 66.8 |
| 210 | — | FIRST TR EXCHANGE-TRADED FD | $6,418 | 0.0% | -98% | — |
| 211 |  $BP | BP PLC | $6,381 | 0.0% | NEW | — |
| 212 | — | AMERICAN CENTY ETF TR | $6,285 | 0.0% | NEW | — |
| 213 | — | VANGUARD INTL EQUITY INDEX F | $6,270 | 0.0% | NEW | — |
| 214 |  $NET | Cloudflare, Inc. | $6,190 | 0.0% | NEW | 52.6 |
| 215 |  $VRT | Vertiv Holdings Co | $6,014 | 0.0% | NEW | 82.7 |
| 216 |  $APD | Air Products & Chemicals, Inc. | $5,810 | 0.0% | NEW | 41.2 |
| 217 | — | AMERICAN BEACON SELECT FUNDS | $5,168 | 0.0% | NEW | — |
| 218 |  $SIMO | Silicon Motion Technology CORP | $5,061 | 0.0% | NEW | — |
| 219 |  $DIS | Walt Disney Co | $4,819 | 0.0% | NEW | 68.9 |
| 220 |  $YMM | Full Truck Alliance Co. Ltd. | $4,797 | 0.0% | -100% | — |
| 221 |  $PFH | PRUDENTIAL FINANCIAL INC | $4,787 | 0.0% | NEW | 58.6 |
| 222 | $GS | GOLDMAN SACHS GROUP INC | $4,701 | 0.0% | NEW | — |
| 223 | — | SIMPLIFY EXCHANGE TRADED FUN | $4,672 | 0.0% | NEW | — |
| 224 |  $ANET | Arista Networks, Inc. | $4,420 | 0.0% | NEW | 86 |
| 225 |  $CMP | COMPASS MINERALS INTERNATIONAL INC | $4,086 | 0.0% | NEW | 60.4 |
| 226 |  $DELL | Dell Technologies Inc. | $3,622 | 0.0% | NEW | 76 |
| 227 |  $TD | TORONTO DOMINION BANK | $3,546 | 0.0% | NEW | — |
| 228 |  $GTLB | Gitlab Inc. | $3,462 | 0.0% | NEW | 54.1 |
| 229 |  $AXON | AXON ENTERPRISE, INC. | $3,398 | 0.0% | NEW | 55.6 |
| 230 | — | FRANKLIN TEMPLETON ETF TR | $3,395 | 0.0% | NEW | — |
| 231 | $IVZ | Invesco Ltd. | $3,190 | 0.0% | NEW | — |
| 232 | — | VANECK ETF TRUST | $3,073 | 0.0% | -99% | — |
| 233 |  $AUR | Aurora Innovation, Inc. | $2,797 | 0.0% | NEW | 9.8 |
| 234 |  $CCZ | COMCAST CORP | $2,756 | 0.0% | NEW | 70.4 |
| 235 |  $MTB | M&T BANK CORP | $2,687 | 0.0% | NEW | 64.1 |
| 236 |  $MET | METLIFE INC | $2,687 | 0.0% | NEW | 73.9 |
| 237 | — | FIRST TR EXCHANGE TRAD FD VI | $2,683 | 0.0% | NEW | — |
| 238 | $IVZ | Invesco Ltd. | $2,576 | 0.0% | NEW | — |
| 239 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2,501 | 0.0% | NEW | 74.4 |
| 240 |  $ADBE | ADOBE INC. | $2,431 | 0.0% | NEW | 80.4 |
| 241 |  $COHR | COHERENT CORP. | $2,382 | 0.0% | NEW | 64 |
| 242 | — | FIRST TR EXCHANGE-TRADED ALP | $2,376 | 0.0% | NEW | — |
| 243 |  $SERV | Serve Robotics Inc. /DE/ | $2,296 | 0.0% | NEW | 26 |
| 244 |  $TM | TOYOTA MOTOR CORP/ | $2,267 | 0.0% | NEW | — |
| 245 | — | ISHARES TR | $2,262 | 0.0% | -100% | — |
| 246 |  $CBLL | Ceribell, Inc. | $2,163 | 0.0% | NEW | 32.1 |
| 247 |  $DUOL | Duolingo, Inc. | $2,070 | 0.0% | NEW | 82 |
| 248 |  $TEM | Tempus AI, Inc. | $1,990 | 0.0% | NEW | 38.2 |
| 249 | $IVZ | Invesco Ltd. | $1,714 | 0.0% | NEW | — |
| 250 |  $NOW | ServiceNow, Inc. | $1,568 | 0.0% | NEW | 76 |
| 251 |  $LPLA | LPL Financial Holdings Inc. | $1,504 | 0.0% | NEW | 61.8 |
| 252 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1,359 | 0.0% | NEW | 60.7 |
| 253 |  $BWA | BORGWARNER INC | $1,357 | 0.0% | NEW | 57.2 |
| 254 |  $S | SentinelOne, Inc. | $1,314 | 0.0% | NEW | 41.4 |
| 255 |  $UBER | Uber Technologies, Inc | $1,079 | 0.0% | NEW | 79.3 |
| 256 |  $MMS | MAXIMUS, INC. | $1,026 | 0.0% | NEW | 57.4 |
| 257 |  $NFLX | NETFLIX INC | $962 | 0.0% | NEW | 86.7 |
| 258 |  $JOBY | Joby Aviation, Inc. | $826 | 0.0% | NEW | 28.7 |
| 259 | — | FIRST TR EXCHANGE-TRADED FD | $760 | 0.0% | -100% | — |
| 260 |  $PCG | PG&E Corp | $527 | 0.0% | NEW | 59.3 |
| 261 |  $ELF | e.l.f. Beauty, Inc. | $484 | 0.0% | NEW | 53.4 |
| 262 |  $CL | COLGATE PALMOLIVE CO | $341 | 0.0% | NEW | 72.4 |
| 263 |  $BHF | Brighthouse Financial, Inc. | $180 | 0.0% | NEW | 54.9 |
| 264 | — | SPDR SERIES TRUST | $153 | 0.0% | -100% | — |
| 265 |  $LULU | lululemon athletica inc. | $153 | 0.0% | NEW | 62.9 |
| 266 |  $ANGX | Angel Studios, Inc. | $152 | 0.0% | NEW | 26 |
| 267 | — | ISHARES TR | $124 | 0.0% | -100% | — |
| 268 |  $VSNT | Versant Media Group, Inc. | $111 | 0.0% | NEW | — |
| 269 |  $NMAX | Newsmax Inc. | $110 | 0.0% | NEW | 33.1 |
| 270 |  $LAC | LITHIUM AMERICAS CORP. | $99 | 0.0% | NEW | — |
| 271 |  $EHC | Encompass Health Corp | $98 | 0.0% | NEW | 68.9 |
| 272 |  $OUNZ | VanEck Merk Gold ETF | $45 | 0.0% | NEW | — |
| 273 |  $GSBD | Goldman Sachs BDC, Inc. | $38 | 0.0% | NEW | — |
| 274 |  $SMR | NUSCALE POWER Corp | $33 | 0.0% | NEW | 26.6 |
New Positions (141)
TCW ETF TRUST$4.0M
$XOM EXXON MOBIL CORP$229,815$MU MICRON TECHNOLOGY INC$211,779$PM Philip Morris International Inc.$161,131$KO COCA COLA CO$153,089$OXY OCCIDENTAL PETROLEUM CORP /DE/$150,085$CSCO CISCO SYSTEMS, INC.$142,869$PLTR Palantir Technologies Inc.$140,866$USB US BANCORP DE$130,753 PROSHARES TR$130,024
AMPLIFY ETF TR$121,813
$COST COSTCO WHOLESALE CORP /NEW$99,643 EA SERIES TRUST$99,140
VANGUARD MALVERN FDS$92,160
$NDAQ NASDAQ, INC.$83,563Exited Positions (1)
CAPITAL GROUP GROWTH ETF
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