Convergence Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2034001
Institutional-grade research for retail investors
13F Reported Value
ⓘ$943.1M
Holdings
217
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Convergence Financial, LLC disclosed 217 positions worth $943.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 37 new positions and exited 12. The portfolio is most concentrated in Other (68.2% of disclosed assets). All figures are sourced directly from Convergence Financial, LLC’s Form 13F-HR filing with the SEC under CIK 2034001.
AI Fund Analysis
ConcentratingSPDR SERIES TRUST
9.6% weight
Held 6 quarters
SPDR SERIES TRUST
7.7% weight
Held 6 quarters
SPDR SERIES TRUST
6.5% weight
Held 6 quarters
$STT5.6% weight
Held 6 quarters
SPDR SERIES TRUST
5.4% weight
Held 6 quarters
SPDR SERIES TRUST
5 quarters accumulating
$STT5 quarters accumulating
SPDR SERIES TRUST
5 quarters accumulating
SIMPLIFY EXCHANGE TRADED F
5 quarters accumulating
ISHARES TR
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$90.9M1,601,814 shSPDR SERIES TRUST
—Quality
$72.1M2,817,632 shSPDR SERIES TRUST
—Quality
$61.7M673,338 sh- 61.5
Quality
$52.9M548,826 sh SPDR SERIES TRUST
—Quality
$51.4M601,278 shSPDR SERIES TRUST
—Quality
$49.4M499,430 shJ P MORGAN EXCHANGE TRADED F
—Quality
$25.3M351,999 shSIMPLIFY EXCHANGE TRADED FUN
—Quality
$22.9M462,501 sh- 50.1
Quality
$21.4M57,548 sh ISHARES TR
—Quality
$21.4M88,345 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $90.9M | 1,601,814 |
| SPDR SERIES TRUST | — | $72.1M | 2,817,632 |
| SPDR SERIES TRUST | — | $61.7M | 673,338 |
| STATE STREET CORP$STT | 61.5 | $52.9M | 548,826 |
| SPDR SERIES TRUST | — | $51.4M | 601,278 |
| SPDR SERIES TRUST | — | $49.4M | 499,430 |
| J P MORGAN EXCHANGE TRADED F | — | $25.3M | 351,999 |
| SIMPLIFY EXCHANGE TRADED FUN | — | $22.9M | 462,501 |
 Tesla, Inc.$TSLA | 50.1 | $21.4M | 57,548 |
| ISHARES TR | — | $21.4M | 88,345 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Convergence Financial, LLC's 217 positions.
Showing top 10 of 217 holdings.
Sector Allocation
Other
$643.6M
Financials
$101.0M
Technology
$94.4M
Industrials
$34.3M
Consumer Discretionary
$26.5M
Healthcare
$14.2M
Energy
$11.1M
Communication Services
$5.2M
Full Holdings — Convergence Financial, LLC (Q1 2026)
All 217 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 | — | SPDR SERIES TRUST | $90.9M | 9.6% | +126% | — |
| 2 | — | SPDR SERIES TRUST | $72.1M | 7.7% | +117% | — |
| 3 | — | SPDR SERIES TRUST | $61.7M | 6.5% | +93% | — |
| 4 | $STT | STATE STREET CORP | $52.9M | 5.6% | +104% | 61.5 |
| 5 | — | SPDR SERIES TRUST | $51.4M | 5.4% | +96% | — |
| 6 | — | SPDR SERIES TRUST | $49.4M | 5.2% | -8% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $25.3M | 2.7% | -3% | — |
| 8 | — | SIMPLIFY EXCHANGE TRADED FUN | $22.9M | 2.4% | +18% | — |
| 9 | $TSLA | Tesla, Inc. | $21.4M | 2.3% | +120% | 50.1 |
| 10 | — | ISHARES TR | $21.4M | 2.3% | +5% | — |
| 11 | — | FRANKLIN TEMPLETON ETF TR | $19.5M | 2.1% | +2% | — |
| 12 | — | SPDR SERIES TRUST | $19.1M | 2.0% | -5% | — |
| 13 | — | SPDR SERIES TRUST | $18.8M | 2.0% | -4% | — |
| 14 | — | SELECT SECTOR SPDR TR | $16.5M | 1.8% | -1% | — |
| 15 |  $IVZ | Invesco Ltd. | $14.7M | 1.6% | +9% | — |
| 16 |  $MSFT | MICROSOFT CORP | $13.7M | 1.4% | +120% | 83.7 |
| 17 |  $META | Meta Platforms, Inc. | $12.5M | 1.3% | +200% | 80.9 |
| 18 | — | CAPITAL GRP FIXED INCM ETF T | $12.3M | 1.3% | +3% | — |
| 19 | — | COLUMBIA ETF TR I | $12.1M | 1.3% | +105% | — |
| 20 | — | SPDR SERIES TRUST | $11.7M | 1.2% | +50% | — |
| 21 | — | ISHARES TR | $10.7M | 1.1% | +7% | — |
| 22 |  $NVDA | NVIDIA CORP | $10.2M | 1.1% | -7% | 90.2 |
| 23 |  $AAPL | Apple Inc. | $10.0M | 1.1% | -2% | 76.1 |
| 24 | — | FIDELITY COVINGTON TRUST | $9.2M | 1.0% | -1% | — |
| 25 |  $GOOG | Alphabet Inc. | $8.2M | 0.9% | -7% | 80.2 |
| 26 | — | SPDR INDEX SHS FDS | $7.6M | 0.8% | +15% | — |
| 27 |  $AVGO | Broadcom Inc. | $7.6M | 0.8% | -5% | 86.4 |
| 28 | — | CAPITAL GROUP DIVIDEND VALUE | $7.5M | 0.8% | +18% | — |
| 29 | — | JANUS DETROIT STR TR | $7.0M | 0.7% | NEW | — |
| 30 |  $AMZN | AMAZON COM INC | $6.5M | 0.7% | -1% | 74.6 |
| 31 | — | MORGAN STANLEY ETF TRUST | $6.1M | 0.7% | +108% | — |
| 32 | — | HARBOR ETF TRUST | $5.9M | 0.6% | +98% | — |
| 33 | — | VANECK ETF TRUST | $5.8M | 0.6% | NEW | — |
| 34 | — | ISHARES INC | $5.8M | 0.6% | -14% | — |
| 35 | — | ISHARES TR | $5.5M | 0.6% | +8% | — |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.5M | 0.6% | +103% | 67 |
| 37 |  $SPY | SPDR S&P 500 ETF TRUST | $5.2M | 0.6% | +100% | — |
| 38 | — | GLOBAL X FDS | $5.2M | 0.6% | -20% | — |
| 39 | — | ISHARES TR | $4.8M | 0.5% | -0% | — |
| 40 | — | VANGUARD BD INDEX FDS | $4.6M | 0.5% | +2027% | — |
| 41 | — | SPDR SERIES TRUST | $4.3M | 0.5% | +107% | — |
| 42 | $IVZ | Invesco Ltd. | $4.3M | 0.5% | NEW | — |
| 43 |  $CRWD | CrowdStrike Holdings, Inc. | $4.0M | 0.4% | +112% | 55 |
| 44 |  $LLY | ELI LILLY & Co | $4.0M | 0.4% | -2% | 89.3 |
| 45 | — | HARTFORD FDS EXCHANGE TRADED | $3.7M | 0.4% | +84% | — |
| 46 |  $DUK | Duke Energy CORP | $3.7M | 0.4% | +95% | 64 |
| 47 |  $WMT | Walmart Inc. | $3.5M | 0.4% | +77% | 63.2 |
| 48 |  $GEV | GE Vernova Inc. | $3.5M | 0.4% | -4% | 70.1 |
| 49 | — | ISHARES TR | $3.5M | 0.4% | -6% | — |
| 50 |  $ULTA | Ulta Beauty, Inc. | $3.4M | 0.4% | +95% | 66.6 |
| 51 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 0.3% | -27% | 35.6 |
| 52 | — | SPDR SERIES TRUST | $3.3M | 0.3% | +101% | — |
| 53 |  $COP | CONOCOPHILLIPS | $3.1M | 0.3% | +918% | 74.8 |
| 54 |  $UI | Ubiquiti Inc. | $3.1M | 0.3% | NEW | 83.1 |
| 55 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.3% | +16% | — |
| 56 |  $IBIT | iShares Bitcoin Trust ETF | $2.7M | 0.3% | +11% | — |
| 57 |  $GBTC | Grayscale Bitcoin Trust ETF | $2.7M | 0.3% | -0% | — |
| 58 |  $MRK | Merck & Co., Inc. | $2.7M | 0.3% | +90% | 70.9 |
| 59 |  $AME | AMETEK INC/ | $2.6M | 0.3% | -3% | 74.2 |
| 60 | — | VANGUARD INDEX FDS | $2.5M | 0.3% | +91% | — |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.3% | -15% | 64.5 |
| 62 |  $MSI | Motorola Solutions, Inc. | $2.4M | 0.3% | +117% | 73.8 |
| 63 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.3M | 0.3% | +97% | 63.7 |
| 64 |  $V | VISA INC. | $2.2M | 0.2% | +94% | 83.5 |
| 65 |  $GS | GOLDMAN SACHS GROUP INC | $2.2M | 0.2% | -6% | — |
| 66 |  $DE | DEERE & CO | $2.1M | 0.2% | +71% | 57.4 |
| 67 |  $LOW | LOWES COMPANIES INC | $2.1M | 0.2% | +0% | 63.5 |
| 68 | — | ISHARES TR | $1.9M | 0.2% | -84% | — |
| 69 |  $ALL | ALLSTATE CORP | $1.9M | 0.2% | -2% | 76.6 |
| 70 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.2% | +1% | 72.9 |
| 71 |  $BAP | CREDICORP LTD | $1.8M | 0.2% | +92% | — |
| 72 | — | VANGUARD WORLD FD | $1.8M | 0.2% | +128% | — |
| 73 | — | SPDR SERIES TRUST | $1.8M | 0.2% | +122% | — |
| 74 |  $DOV | DOVER Corp | $1.7M | 0.2% | +99% | 63.1 |
| 75 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.2% | +4% | 85.8 |
| 76 |  $URI | UNITED RENTALS, INC. | $1.6M | 0.2% | NEW | 70.7 |
| 77 |  $MPC | Marathon Petroleum Corp | $1.5M | 0.2% | -5% | 50.7 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.1% | +94% | 71.6 |
| 79 | — | ISHARES TR | $1.4M | 0.1% | +1% | — |
| 80 |  $CVX | CHEVRON CORP | $1.4M | 0.1% | +38% | 54.7 |
| 81 |  $CRM | Salesforce, Inc. | $1.4M | 0.1% | -1% | 75.2 |
| 82 | — | ISHARES TR | $1.4M | 0.1% | -43% | — |
| 83 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.1% | +519% | 66.8 |
| 84 |  $O | REALTY INCOME CORP | $1.3M | 0.1% | -1% | 74.6 |
| 85 |  $CNA | CNA FINANCIAL CORP | $1.3M | 0.1% | +96% | 59.8 |
| 86 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.1% | -8% | 72.8 |
| 87 | — | VANGUARD SPECIALIZED FUNDS | $1.2M | 0.1% | +100% | — |
| 88 |  $NOW | ServiceNow, Inc. | $1.2M | 0.1% | -1% | 76 |
| 89 |  $NVO | NOVO NORDISK A S | $1.2M | 0.1% | +111% | — |
| 90 | — | SPDR INDEX SHS FDS | $1.2M | 0.1% | +82% | — |
| 91 |  $LIN | LINDE PLC | $1.2M | 0.1% | -3% | — |
| 92 |  $TMUS | T-Mobile US, Inc. | $1.2M | 0.1% | +156% | 72.7 |
| 93 | — | AMERICAN CENTY ETF TR | $1.1M | 0.1% | +10% | — |
| 94 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | +104% | 86.7 |
| 95 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +116% | — |
| 96 |  $PSX | Phillips 66 | $1.1M | 0.1% | NEW | 47.6 |
| 97 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.1% | +103% | 71.7 |
| 98 |  $VIPS | Vipshop Holdings Ltd | $1.1M | 0.1% | NEW | — |
| 99 |  $ARM | ARM HOLDINGS PLC /UK | $1.0M | 0.1% | -1% | — |
| 100 |  $DHR | DANAHER CORP /DE/ | $1.0M | 0.1% | +69% | 63.9 |
| 101 |  $SGHC | Super Group (SGHC) Ltd | $1.0M | 0.1% | +99% | — |
| 102 |  $GLD | SPDR GOLD TRUST | $1.0M | 0.1% | +77% | — |
| 103 |  $MA | Mastercard Inc | $1.0M | 0.1% | +92% | 81.7 |
| 104 |  $CAT | CATERPILLAR INC | $989,668 | 0.1% | +8% | 67.8 |
| 105 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $979,096 | 0.1% | +155% | — |
| 106 | — | VANGUARD INDEX FDS | $954,176 | 0.1% | +115% | — |
| 107 | — | SPDR SERIES TRUST | $916,398 | 0.1% | +106% | — |
| 108 |  $ORLY | O REILLY AUTOMOTIVE INC | $909,719 | 0.1% | -1% | 72.7 |
| 109 | — | VANGUARD INDEX FDS | $880,792 | 0.1% | +49% | — |
| 110 |  $CPA | Copa Holdings, S.A. | $876,616 | 0.1% | +95% | — |
| 111 |  $INTU | INTUIT INC. | $870,477 | 0.1% | +7% | 82 |
| 112 |  $TXN | TEXAS INSTRUMENTS INC | $863,024 | 0.1% | +46% | 70.4 |
| 113 | — | ISHARES TR | $849,149 | 0.1% | +3% | — |
| 114 | — | FIRST TR EXCHANGE TRADED FD | $824,799 | 0.1% | +4% | — |
| 115 |  $MSTR | Strategy Inc | $814,942 | 0.1% | +100% | 25.4 |
| 116 |  $ACN | Accenture plc | $802,310 | 0.1% | +0% | — |
| 117 |  $TPR | TAPESTRY, INC. | $786,832 | 0.1% | +93% | 76.4 |
| 118 |  $MCD | MCDONALDS CORP | $781,604 | 0.1% | +76% | 73.9 |
| 119 | — | J P MORGAN EXCHANGE TRADED F | $778,086 | 0.1% | +10% | — |
| 120 |  $GEN | Gen Digital Inc. | $744,860 | 0.1% | -2% | 67.7 |
| 121 |  $DLR | DIGITAL REALTY TRUST, INC. | $732,016 | 0.1% | +37% | 70.2 |
| 122 |  $TJX | TJX COMPANIES INC /DE/ | $719,294 | 0.1% | +56% | 70.7 |
| 123 |  $GOOGL | Alphabet Inc. | $718,881 | 0.1% | -4% | 80.2 |
| 124 |  $COIN | Coinbase Global, Inc. | $718,456 | 0.1% | +100% | 68 |
| 125 |  $NVS | NOVARTIS AG | $713,350 | 0.1% | +91% | — |
| 126 |  $ELV | Elevance Health, Inc. | $712,477 | 0.1% | +3% | 59.4 |
| 127 |  $UBER | Uber Technologies, Inc | $695,708 | 0.1% | +69% | 79.3 |
| 128 |  $CSCO | CISCO SYSTEMS, INC. | $694,286 | 0.1% | +100% | 72.3 |
| 129 |  $IBOC | INTERNATIONAL BANCSHARES CORP | $691,874 | 0.1% | NEW | — |
| 130 |  $DY | DYCOM INDUSTRIES INC | $688,826 | 0.1% | NEW | 62.1 |
| 131 | — | VANGUARD INDEX FDS | $688,710 | 0.1% | +93% | — |
| 132 |  $AMGN | AMGEN INC | $672,462 | 0.1% | -3% | 79.5 |
| 133 |  $ABBV | AbbVie Inc. | $643,123 | 0.1% | -2% | 59.3 |
| 134 |  $PHM | PULTEGROUP INC/MI/ | $634,673 | 0.1% | NEW | 65.1 |
| 135 |  $FISV | FISERV INC | $616,144 | 0.1% | +5% | 67.4 |
| 136 | — | VANGUARD INDEX FDS | $615,864 | 0.1% | +340% | — |
| 137 |  $KOF | COCA COLA FEMSA SAB DE CV | $595,440 | 0.1% | +93% | — |
| 138 |  $PGR | PROGRESSIVE CORP/OH/ | $589,998 | 0.1% | -1% | 83.6 |
| 139 |  $WFC | WELLS FARGO & COMPANY/MN | $567,774 | 0.1% | +94% | — |
| 140 |  $LMT | LOCKHEED MARTIN CORP | $545,340 | 0.1% | -14% | 65 |
| 141 |  $RTX | RTX Corp | $514,202 | 0.1% | -23% | 70 |
| 142 |  $KO | COCA COLA CO | $511,970 | 0.1% | NEW | 74 |
| 143 |  $BLK | BlackRock, Inc. | $505,039 | 0.1% | -22% | 70.3 |
| 144 |  $MU | MICRON TECHNOLOGY INC | $490,994 | 0.1% | +99% | 88.4 |
| 145 |  $AL | AIR LEASE CORP | $483,089 | 0.1% | +1% | 73.8 |
| 146 |  $MPLX | MPLX LP | $481,214 | 0.1% | NEW | 76.5 |
| 147 |  $XOM | EXXON MOBIL CORP | $475,535 | 0.1% | +14% | 61.8 |
| 148 | — | SPDR SERIES TRUST | $475,024 | 0.1% | +100% | — |
| 149 |  $BLTE | BELITE BIO, INC | $473,222 | 0.1% | NEW | — |
| 150 |  $ORCL | ORACLE CORP | $470,077 | 0.1% | +53% | 67.2 |
| 151 |  $DIS | Walt Disney Co | $469,936 | 0.1% | +52% | 68.9 |
| 152 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $453,466 | 0.1% | -70% | 66.7 |
| 153 | — | AMERICAN CENTY ETF TR | $450,197 | 0.1% | -58% | — |
| 154 | — | VANGUARD INDEX FDS | $449,750 | 0.1% | +97% | — |
| 155 |  $AFL | AFLAC INC | $444,876 | 0.1% | -23% | 60.3 |
| 156 | $IVZ | Invesco Ltd. | $444,243 | 0.1% | NEW | — |
| 157 |  $HON | HONEYWELL INTERNATIONAL INC | $432,389 | 0.1% | -4% | 65.7 |
| 158 |  $AER | AerCap Holdings N.V. | $429,787 | 0.1% | NEW | — |
| 159 |  $UNP | UNION PACIFIC CORP | $421,248 | 0.0% | NEW | 74 |
| 160 |  $AMD | ADVANCED MICRO DEVICES INC | $418,458 | 0.0% | +119% | 78.8 |
| 161 |  $MO | ALTRIA GROUP, INC. | $414,447 | 0.0% | -1% | 72.1 |
| 162 |  $DG | DOLLAR GENERAL CORP | $402,498 | 0.0% | +102% | 60.4 |
| 163 |  $ADI | ANALOG DEVICES INC | $395,783 | 0.0% | -7% | 76.2 |
| 164 |  $FTNT | Fortinet, Inc. | $388,009 | 0.0% | -26% | 78.1 |
| 165 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $385,712 | 0.0% | NEW | — |
| 166 |  $TFC | TRUIST FINANCIAL CORP | $384,282 | 0.0% | +77% | — |
| 167 |  $TRP | TC ENERGY CORP | $377,478 | 0.0% | NEW | — |
| 168 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $373,624 | 0.0% | NEW | — |
| 169 | — | VANGUARD TAX-MANAGED FDS | $372,050 | 0.0% | NEW | — |
| 170 |  $HRB | H&R BLOCK INC | $366,280 | 0.0% | +9% | 80.3 |
| 171 |  $WES | Western Midstream Partners, LP | $360,648 | 0.0% | NEW | 78.1 |
| 172 | — | GLOBAL X FDS | $358,863 | 0.0% | +19% | — |
| 173 |  $VLO | VALERO ENERGY CORP/TX | $348,880 | 0.0% | NEW | 51.4 |
| 174 | — | J P MORGAN EXCHANGE TRADED F | $348,062 | 0.0% | +3% | — |
| 175 |  $APH | AMPHENOL CORP /DE/ | $345,945 | 0.0% | -7% | 80.5 |
| 176 |  $UPS | UNITED PARCEL SERVICE INC | $340,006 | 0.0% | NEW | 58.2 |
| 177 |  $HSY | HERSHEY CO | $329,921 | 0.0% | -2% | 59.4 |
| 178 |  $BP | BP PLC | $315,534 | 0.0% | NEW | — |
| 179 |  $PANW | Palo Alto Networks Inc | $311,822 | 0.0% | -60% | 66.5 |
| 180 |  $ALPS | Alps Group Inc | $311,782 | 0.0% | +0% | — |
| 181 | — | PACER FDS TR | $308,230 | 0.0% | +0% | — |
| 182 |  $ENB | ENBRIDGE INC | $307,731 | 0.0% | -1% | — |
| 183 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $306,377 | 0.0% | -0% | — |
| 184 |  $SPGI | S&P Global Inc. | $300,772 | 0.0% | -35% | 79.4 |
| 185 | — | SPDR SERIES TRUST | $297,836 | 0.0% | +133% | — |
| 186 |  $RF | REGIONS FINANCIAL CORP | $297,064 | 0.0% | -4% | — |
| 187 |  $AMAT | APPLIED MATERIALS INC /DE | $294,626 | 0.0% | +0% | 74.8 |
| 188 | — | JOHN HANCOCK EXCHANGE TRADED | $291,973 | 0.0% | -79% | — |
| 189 | — | VANECK ETF TRUST | $283,018 | 0.0% | NEW | — |
| 190 |  $TGT | TARGET CORP | $280,460 | 0.0% | NEW | 53.1 |
| 191 | — | PACER FDS TR | $269,441 | 0.0% | +0% | — |
| 192 | — | ISHARES TR | $261,539 | 0.0% | +2% | — |
| 193 | — | FRANKLIN TEMPLETON ETF TR | $258,644 | 0.0% | -99% | — |
| 194 | — | ISHARES TR | $256,996 | 0.0% | +12% | — |
| 195 |  $NEU | NEWMARKET CORP | $248,702 | 0.0% | NEW | 68.9 |
| 196 | — | VANGUARD SCOTTSDALE FDS | $248,340 | 0.0% | NEW | — |
| 197 | — | ARK ETF TR | $242,243 | 0.0% | +0% | — |
| 198 | — | VANGUARD WHITEHALL FDS | $238,950 | 0.0% | NEW | — |
| 199 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $237,481 | 0.0% | -2% | 66.4 |
| 200 |  $AM | Antero Midstream Corp | $235,043 | 0.0% | -2% | 71.6 |
| 201 |  $MDT | Medtronic plc | $234,664 | 0.0% | NEW | — |
| 202 | — | CAPITAL GROUP GBL GROWTH EQT | $233,890 | 0.0% | -74% | — |
| 203 |  $WELL | WELLTOWER INC. | $231,342 | 0.0% | NEW | 75.7 |
| 204 | — | VANGUARD SCOTTSDALE FDS | $229,100 | 0.0% | NEW | — |
| 205 | — | TIDAL TRUST III | $227,052 | 0.0% | NEW | — |
| 206 |  $NFG | NATIONAL FUEL GAS CO | $224,186 | 0.0% | NEW | 80.4 |
| 207 |  $BKNG | Booking Holdings Inc. | $223,146 | 0.0% | -21% | 55.3 |
| 208 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $223,068 | 0.0% | NEW | 75.4 |
| 209 |  $BAC | BANK OF AMERICA CORP /DE/ | $216,975 | 0.0% | -10% | 68.4 |
| 210 |  $PEP | PEPSICO INC | $215,039 | 0.0% | -16% | 62.7 |
| 211 | — | VANECK ETF TRUST | $213,962 | 0.0% | NEW | — |
| 212 | — | J P MORGAN EXCHANGE TRADED F | $213,862 | 0.0% | -99% | — |
| 213 |  $PDX | PIMCO Dynamic Income Strategy Fund | $210,606 | 0.0% | NEW | — |
| 214 | — | ISHARES TR | $206,681 | 0.0% | -2% | — |
| 215 |  $UGI | UGI CORP /PA/ | $201,036 | 0.0% | NEW | 70.3 |
| 216 |  $PDI | PIMCO Dynamic Income Fund | $195,172 | 0.0% | NEW | — |
| 217 |  $LAES | SEALSQ Corp | $37,246 | 0.0% | +0% | — |
New Positions (37)
JANUS DETROIT STR TR$7.0M
VANECK ETF TRUST$5.8M
$UI Ubiquiti Inc.$3.1M$URI UNITED RENTALS, INC.$1.6M$PSX Phillips 66$1.1M$VIPS Vipshop Holdings Ltd$1.1M$IBOC INTERNATIONAL BANCSHARES CORP$691,874$DY DYCOM INDUSTRIES INC$688,826$PHM PULTEGROUP INC/MI/$634,673$KO COCA COLA CO$511,970$MPLX MPLX LP$481,214$BLTE BELITE BIO, INC$473,222$AER AerCap Holdings N.V.$429,787$UNP UNION PACIFIC CORP$421,248$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$385,712Exited Positions (12)
NEUBERGER BERMAN ETF TRUST
CAPITAL GROUP GROWTH ETF
$MKL MARKEL GROUP INC.
$DORM Dorman Products, Inc.
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$WM WASTE MANAGEMENT INC
$COF CAPITAL ONE FINANCIAL CORP
$CRVL CORVEL CORP
$ROP ROPER TECHNOLOGIES INC
$ABT ABBOTT LABORATORIES
$AU AngloGold Ashanti PLC
$BSX BOSTON SCIENTIFIC CORPBrowse Top Institutional Investors
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