XXI WEALTH, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2047463
Institutional-grade research for retail investors
13F Reported Value
ⓘ$176.5M
Holdings
209
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
XXI WEALTH, LLC disclosed 209 positions worth $176.5M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 4.7% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 42 new positions and exited 11 — including a new stake in $TTE and a full exit from $BKNG. The portfolio is most concentrated in Technology (31.1% of disclosed assets). All figures are sourced directly from XXI WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2047463.
Sector Allocation
TechnologyFinancialsHealthcareIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 83.7#15
Quality
$8.4M22,589 sh - 76.1#112
Quality
$8.2M32,428 sh - 90.2#1
Quality
$6.3M35,965 sh - 74.6
Quality
$4.2M20,256 sh - 74.5
Quality
$4.0M13,455 sh - 35.6
Quality
$3.7M12,748 sh - 80.2
Quality
$3.7M12,946 sh - 72.8
Quality
$3.3M13,676 sh - 88.4
Quality
$3.2M9,379 sh - 61.8
Quality
$3.1M18,398 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 83.7#15 | $8.4M | 22,589 |
 Apple Inc.$AAPL | 76.1#112 | $8.2M | 32,428 |
 NVIDIA CORP$NVDA | 90.2#1 | $6.3M | 35,965 |
 AMAZON COM INC$AMZN | 74.6 | $4.2M | 20,256 |
 CME GROUP INC.$CME | 74.5 | $4.0M | 13,455 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $3.7M | 12,748 |
 Alphabet Inc.$GOOGL | 80.2 | $3.7M | 12,946 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $3.3M | 13,676 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $3.2M | 9,379 |
 EXXON MOBIL CORP$XOM | 61.8 | $3.1M | 18,398 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of XXI WEALTH, LLC's 209 positions.
Showing top 10 of 209 holdings.
Sector Allocation
Technology
$54.9M
Financials
$27.5M
Healthcare
$21.3M
Industrials
$20.7M
Consumer Discretionary
$12.8M
Energy
$12.1M
Consumer Staples
$6.1M
Materials
$5.6M
Full Holdings — XXI WEALTH, LLC (Q1 2026)
All 209 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 | $MSFT | MICROSOFT CORP | $8.4M | 4.7% | +3% | 83.7 |
| 2 | $AAPL | Apple Inc. | $8.2M | 4.7% | +10% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $6.3M | 3.5% | +12% | 90.2 |
| 4 | $AMZN | AMAZON COM INC | $4.2M | 2.4% | -5% | 74.6 |
| 5 | $CME | CME GROUP INC. | $4.0M | 2.3% | +14% | 74.5 |
| 6 | $JPM | JPMORGAN CHASE & CO | $3.7M | 2.1% | -7% | 35.6 |
| 7 | $GOOGL | Alphabet Inc. | $3.7M | 2.1% | +2% | 80.2 |
| 8 | $JNJ | JOHNSON & JOHNSON | $3.3M | 1.9% | +2% | 72.8 |
| 9 | $MU | MICRON TECHNOLOGY INC | $3.2M | 1.8% | +5% | 88.4 |
| 10 | $XOM | EXXON MOBIL CORP | $3.1M | 1.8% | +15% | 61.8 |
| 11 |  $BX | Blackstone Inc. | $3.0M | 1.7% | -14% | 68 |
| 12 |  $GOOG | Alphabet Inc. | $2.9M | 1.7% | +11% | 80.2 |
| 13 |  $LLY | ELI LILLY & Co | $2.8M | 1.6% | -21% | 89.3 |
| 14 |  $PH | Parker-Hannifin Corp | $2.8M | 1.6% | +2% | 73.8 |
| 15 |  $TSLA | Tesla, Inc. | $2.5M | 1.4% | +8% | 50.1 |
| 16 |  $OKE | ONEOK INC /NEW/ | $2.5M | 1.4% | -1% | 72 |
| 17 |  $META | Meta Platforms, Inc. | $2.4M | 1.4% | +7% | 80.9 |
| 18 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.3M | 1.3% | +62% | — |
| 19 |  $AZN | ASTRAZENECA PLC | $2.2M | 1.3% | -53% | — |
| 20 |  $AVGO | Broadcom Inc. | $2.0M | 1.1% | +4% | 86.4 |
| 21 |  $ABT | ABBOTT LABORATORIES | $1.8M | 1.0% | -27% | 67 |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 1.0% | +2% | — |
| 23 |  $ABBV | AbbVie Inc. | $1.6M | 0.9% | -6% | 59.3 |
| 24 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.9% | +100% | 76.8 |
| 25 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 0.9% | +1% | 70.7 |
| 26 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.9% | -2% | 66.7 |
| 27 |  $C | CITIGROUP INC | $1.4M | 0.8% | +15% | 54.8 |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.8% | -3% | 72.3 |
| 29 |  $CAT | CATERPILLAR INC | $1.3M | 0.8% | +5% | 67.8 |
| 30 |  $CVX | CHEVRON CORP | $1.2M | 0.7% | +29% | 54.7 |
| 31 |  $MRK | Merck & Co., Inc. | $1.2M | 0.7% | +11% | 70.9 |
| 32 |  $MA | Mastercard Inc | $1.2M | 0.7% | -9% | 81.7 |
| 33 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.7% | +109% | 71.6 |
| 34 |  $APH | AMPHENOL CORP /DE/ | $1.2M | 0.7% | +6% | 80.5 |
| 35 |  $NFLX | NETFLIX INC | $1.1M | 0.7% | +13% | 86.7 |
| 36 |  $DELL | Dell Technologies Inc. | $1.1M | 0.6% | -4% | 76 |
| 37 |  $HWM | Howmet Aerospace Inc. | $1.1M | 0.6% | +5% | 79.1 |
| 38 |  $SCHW | SCHWAB CHARLES CORP | $1.1M | 0.6% | -3% | 77.2 |
| 39 |  $GILD | GILEAD SCIENCES, INC. | $1.1M | 0.6% | +11% | 77.8 |
| 40 |  $MO | ALTRIA GROUP, INC. | $1.1M | 0.6% | +23% | 72.1 |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.6% | -5% | 64.5 |
| 42 |  $STX | Seagate Technology Holdings plc | $1.0M | 0.6% | +59% | — |
| 43 |  $NEM | NEWMONT Corp /DE/ | $990,308 | 0.6% | +22% | 88.3 |
| 44 |  $NEE | NEXTERA ENERGY INC | $969,481 | 0.6% | -5% | 71.7 |
| 45 |  $TDG | TransDigm Group INC | $952,665 | 0.5% | -7% | 75.4 |
| 46 |  $ISRG | INTUITIVE SURGICAL INC | $952,405 | 0.5% | +5% | 81.4 |
| 47 |  $LRCX | LAM RESEARCH CORP | $934,335 | 0.5% | +88% | 82.4 |
| 48 |  $KMI | KINDER MORGAN, INC. | $922,437 | 0.5% | +17% | 74.6 |
| 49 |  $BMY | BRISTOL MYERS SQUIBB CO | $916,967 | 0.5% | +173% | 70.1 |
| 50 |  $TXN | TEXAS INSTRUMENTS INC | $898,286 | 0.5% | +12% | 70.4 |
| 51 | — | VANGUARD INDEX FDS | $895,420 | 0.5% | +0% | — |
| 52 |  $EQIX | EQUINIX INC | $865,552 | 0.5% | -2% | 61.4 |
| 53 |  $PFE | PFIZER INC | $865,398 | 0.5% | +22% | 69 |
| 54 |  $ELV | Elevance Health, Inc. | $861,271 | 0.5% | -13% | 59.4 |
| 55 |  $NUE | NUCOR CORP | $858,308 | 0.5% | +1% | 58.9 |
| 56 |  $AMD | ADVANCED MICRO DEVICES INC | $856,644 | 0.5% | -2% | 78.8 |
| 57 |  $VICI | VICI PROPERTIES INC. | $842,685 | 0.5% | +2% | 76.2 |
| 58 | — | SPDR SERIES TRUST | $836,092 | 0.5% | +2% | — |
| 59 |  $EBAY | EBAY INC | $834,471 | 0.5% | +61% | 69.3 |
| 60 |  $USB | US BANCORP DE | $832,108 | 0.5% | +21% | 71.4 |
| 61 |  $UNP | UNION PACIFIC CORP | $815,446 | 0.5% | +1% | 74 |
| 62 |  $TPR | TAPESTRY, INC. | $804,891 | 0.5% | +37% | 76.4 |
| 63 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $766,906 | 0.4% | -21% | 77.6 |
| 64 |  $SHEL | Shell plc | $755,997 | 0.4% | +29% | — |
| 65 |  $CAH | CARDINAL HEALTH INC | $753,109 | 0.4% | +1% | 58.6 |
| 66 | — | ISHARES TR | $747,720 | 0.4% | -6% | — |
| 67 |  $RTX | RTX Corp | $745,944 | 0.4% | -7% | 70 |
| 68 |  $NTRS | NORTHERN TRUST CORP | $743,629 | 0.4% | -3% | 71.8 |
| 69 |  $PEP | PEPSICO INC | $730,502 | 0.4% | -15% | 62.7 |
| 70 |  $ARES | Ares Management Corp | $726,388 | 0.4% | -7% | 70.8 |
| 71 |  $SYF | Synchrony Financial | $706,252 | 0.4% | +11% | — |
| 72 |  $AMT | AMERICAN TOWER CORP /MA/ | $695,497 | 0.4% | -7% | 69.8 |
| 73 |  $DKS | DICK'S SPORTING GOODS, INC. | $679,738 | 0.4% | +1% | 67.9 |
| 74 |  $ASML | ASML HOLDING NV | $673,623 | 0.4% | +74% | — |
| 75 |  $BIIB | BIOGEN INC. | $669,338 | 0.4% | +45% | 65.6 |
| 76 |  $UBER | Uber Technologies, Inc | $659,742 | 0.4% | +6% | 79.3 |
| 77 |  $WMT | Walmart Inc. | $658,398 | 0.4% | +6% | 63.2 |
| 78 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $646,466 | 0.4% | +35% | 66.5 |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $645,808 | 0.4% | +12% | 67 |
| 80 |  $HCA | HCA Healthcare, Inc. | $640,294 | 0.4% | +29% | 70.5 |
| 81 |  $BAC | BANK OF AMERICA CORP /DE/ | $639,454 | 0.4% | +45% | 68.4 |
| 82 |  $EXPE | Expedia Group, Inc. | $620,401 | 0.3% | +35% | 65.7 |
| 83 |  $BABA | Alibaba Group Holding Ltd | $611,618 | 0.3% | +5% | — |
| 84 |  $O | REALTY INCOME CORP | $604,140 | 0.3% | +15% | 74.6 |
| 85 |  $BN | BROOKFIELD Corp /ON/ | $593,735 | 0.3% | -0% | — |
| 86 |  $V | VISA INC. | $585,439 | 0.3% | -4% | 83.5 |
| 87 |  $AMGN | AMGEN INC | $581,608 | 0.3% | +19% | 79.5 |
| 88 |  $MDT | Medtronic plc | $558,459 | 0.3% | -24% | — |
| 89 |  $CCZ | COMCAST CORP | $557,950 | 0.3% | +25% | 70.4 |
| 90 |  $STLD | STEEL DYNAMICS INC | $557,108 | 0.3% | +1% | 56 |
| 91 |  $EOG | EOG RESOURCES INC | $556,161 | 0.3% | -24% | 71.1 |
| 92 |  $CTAS | CINTAS CORP | $530,761 | 0.3% | -3% | 76.3 |
| 93 |  $T | AT&T INC. | $518,660 | 0.3% | +6% | 71.9 |
| 94 |  $HD | HOME DEPOT, INC. | $507,806 | 0.3% | +78% | 69.2 |
| 95 |  $LIN | LINDE PLC | $503,196 | 0.3% | +66% | — |
| 96 |  $TTE | TotalEnergies SE | $501,664 | 0.3% | NEW | — |
| 97 |  $KR | KROGER CO | $500,432 | 0.3% | -6% | 51.1 |
| 98 |  $SPGI | S&P Global Inc. | $498,498 | 0.3% | -19% | 79.4 |
| 99 |  $PG | PROCTER & GAMBLE Co | $489,652 | 0.3% | +73% | 72.9 |
| 100 |  $AU | AngloGold Ashanti PLC | $478,719 | 0.3% | +37% | — |
| 101 |  $PM | Philip Morris International Inc. | $468,739 | 0.3% | +33% | 80.5 |
| 102 |  $PLTR | Palantir Technologies Inc. | $464,293 | 0.3% | +23% | 85.8 |
| 103 |  $DVN | DEVON ENERGY CORP/DE | $463,699 | 0.3% | NEW | 70.2 |
| 104 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $463,568 | 0.3% | +25% | 69.5 |
| 105 |  $PLD | Prologis, Inc. | $459,061 | 0.3% | -6% | 67.5 |
| 106 |  $ADM | Archer-Daniels-Midland Co | $457,947 | 0.3% | NEW | 49.4 |
| 107 |  $MET | METLIFE INC | $457,205 | 0.3% | +5% | 73.9 |
| 108 |  $HAL | HALLIBURTON CO | $445,851 | 0.3% | +25% | 50.9 |
| 109 |  $MCHP | MICROCHIP TECHNOLOGY INC | $443,677 | 0.3% | -10% | 40 |
| 110 |  $IVZ | Invesco Ltd. | $443,335 | 0.3% | +9% | — |
| 111 |  $MCD | MCDONALDS CORP | $439,457 | 0.3% | +34% | 73.9 |
| 112 |  $GM | General Motors Co | $433,292 | 0.3% | +1% | 58.7 |
| 113 |  $GE | GENERAL ELECTRIC CO | $430,479 | 0.2% | +10% | 74.8 |
| 114 |  $HSBC | HSBC HOLDINGS PLC | $427,546 | 0.2% | +91% | — |
| 115 | — | SCHWAB STRATEGIC TR | $424,524 | 0.2% | +0% | — |
| 116 |  $JBL | JABIL INC | $412,523 | 0.2% | +41% | 51.9 |
| 117 |  $KO | COCA COLA CO | $410,290 | 0.2% | +1% | 74 |
| 118 |  $PANW | Palo Alto Networks Inc | $408,816 | 0.2% | +17% | 66.5 |
| 119 |  $TRGP | Targa Resources Corp. | $408,439 | 0.2% | -7% | 70 |
| 120 |  $HPQ | HP INC | $401,105 | 0.2% | +12% | 58.9 |
| 121 |  $FDX | FEDEX CORP | $400,346 | 0.2% | NEW | 60.3 |
| 122 |  $PHM | PULTEGROUP INC/MI/ | $395,640 | 0.2% | +1% | 65.1 |
| 123 |  $LYB | LyondellBasell Industries N.V. | $394,825 | 0.2% | NEW | — |
| 124 |  $SLB | SLB LIMITED/NV | $393,956 | 0.2% | +18% | 63.2 |
| 125 |  $CTVA | Corteva, Inc. | $385,987 | 0.2% | NEW | 48.4 |
| 126 |  $NVS | NOVARTIS AG | $376,987 | 0.2% | NEW | — |
| 127 | — | VANGUARD TAX-MANAGED FDS | $373,779 | 0.2% | NEW | — |
| 128 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $371,433 | 0.2% | +6% | — |
| 129 |  $INTC | INTEL CORP | $366,941 | 0.2% | +1% | 41.5 |
| 130 |  $UPS | UNITED PARCEL SERVICE INC | $363,612 | 0.2% | +34% | 58.2 |
| 131 |  $FOXA | Fox Corp | $363,423 | 0.2% | +5% | 65.1 |
| 132 |  $AMAT | APPLIED MATERIALS INC /DE | $362,981 | 0.2% | +30% | 74.8 |
| 133 |  $FTAI | FTAI Aviation Ltd. | $362,845 | 0.2% | -10% | — |
| 134 |  $UNH | UNITEDHEALTH GROUP INC | $361,234 | 0.2% | -4% | 66.8 |
| 135 |  $INTU | INTUIT INC. | $359,740 | 0.2% | +17% | 82 |
| 136 |  $BA | BOEING CO | $357,657 | 0.2% | +9% | 51.8 |
| 137 | — | ISHARES TR | $357,306 | 0.2% | +31% | — |
| 138 |  $LDOS | Leidos Holdings, Inc. | $354,119 | 0.2% | +5% | 73.4 |
| 139 |  $KLAC | KLA CORP | $341,599 | 0.2% | +37% | 84.4 |
| 140 |  $SHW | SHERWIN WILLIAMS CO | $337,219 | 0.2% | -17% | 65.3 |
| 141 |  $DE | DEERE & CO | $329,531 | 0.2% | +29% | 57.4 |
| 142 |  $UAL | United Airlines Holdings, Inc. | $325,836 | 0.2% | +18% | 61.3 |
| 143 |  $STT | STATE STREET CORP | $325,765 | 0.2% | NEW | 61.5 |
| 144 |  $DHR | DANAHER CORP /DE/ | $312,082 | 0.2% | +3% | 63.9 |
| 145 |  $ACN | Accenture plc | $310,919 | 0.2% | +34% | — |
| 146 |  $FAST | FASTENAL CO | $309,906 | 0.2% | +18% | 73.5 |
| 147 |  $KHC | Kraft Heinz Co | $309,575 | 0.2% | +8% | 42.5 |
| 148 |  $TRV | TRAVELERS COMPANIES, INC. | $308,889 | 0.2% | +14% | 71.5 |
| 149 |  $DUK | Duke Energy CORP | $306,531 | 0.2% | +14% | 64 |
| 150 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $305,892 | 0.2% | +46% | 70.9 |
| 151 |  $ROST | ROSS STORES, INC. | $301,116 | 0.2% | +5% | 71.5 |
| 152 |  $SO | SOUTHERN CO | $298,247 | 0.2% | +17% | 65.1 |
| 153 |  $COP | CONOCOPHILLIPS | $291,588 | 0.2% | NEW | 74.8 |
| 154 |  $VLO | VALERO ENERGY CORP/TX | $291,307 | 0.2% | NEW | 51.4 |
| 155 |  $JCI | Johnson Controls International plc | $290,185 | 0.2% | NEW | — |
| 156 |  $MDLZ | Mondelez International, Inc. | $286,817 | 0.2% | NEW | 53.9 |
| 157 |  $GEV | GE Vernova Inc. | $286,311 | 0.2% | NEW | 70.1 |
| 158 |  $LVS | LAS VEGAS SANDS CORP | $284,540 | 0.2% | NEW | 73.7 |
| 159 |  $TWLO | TWILIO INC | $281,208 | 0.2% | +3% | 59.5 |
| 160 |  $LMT | LOCKHEED MARTIN CORP | $279,228 | 0.2% | NEW | 65 |
| 161 | — | VANGUARD INDEX FDS | $278,297 | 0.2% | +0% | — |
| 162 | — | SCHWAB STRATEGIC TR | $276,039 | 0.2% | +0% | — |
| 163 |  $AXP | AMERICAN EXPRESS CO | $274,652 | 0.2% | +10% | 73.2 |
| 164 |  $HON | HONEYWELL INTERNATIONAL INC | $270,784 | 0.1% | NEW | 65.7 |
| 165 |  $MELI | MERCADOLIBRE INC | $267,998 | 0.1% | -20% | 77.5 |
| 166 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $267,272 | 0.1% | -26% | 75.4 |
| 167 |  $IDXX | IDEXX LABORATORIES INC /DE | $264,650 | 0.1% | -33% | 73.6 |
| 168 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $256,543 | 0.1% | NEW | 50.6 |
| 169 |  $IRM | IRON MOUNTAIN INC | $255,963 | 0.1% | NEW | 50.7 |
| 170 |  $SPG | SIMON PROPERTY GROUP INC. | $255,173 | 0.1% | -1% | 76.9 |
| 171 |  $ADP | AUTOMATIC DATA PROCESSING INC | $254,585 | 0.1% | NEW | 77.9 |
| 172 |  $TROW | PRICE T ROWE GROUP INC | $252,392 | 0.1% | NEW | 75.8 |
| 173 | — | SCHWAB STRATEGIC TR | $249,657 | 0.1% | -3% | — |
| 174 |  $CIEN | CIENA CORP | $248,855 | 0.1% | NEW | 70.7 |
| 175 |  $URI | UNITED RENTALS, INC. | $248,439 | 0.1% | -7% | 70.7 |
| 176 |  $BHP | BHP Group Ltd | $245,132 | 0.1% | NEW | — |
| 177 |  $DLTR | DOLLAR TREE, INC. | $243,879 | 0.1% | NEW | 53.2 |
| 178 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $242,450 | 0.1% | -27% | 66.3 |
| 179 |  $ADI | ANALOG DEVICES INC | $236,696 | 0.1% | NEW | 76.2 |
| 180 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $235,934 | 0.1% | -2% | 63.7 |
| 181 |  $QCOM | QUALCOMM INC/DE | $233,221 | 0.1% | -15% | 81.9 |
| 182 | — | ISHARES TR | $232,168 | 0.1% | -22% | — |
| 183 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $228,213 | 0.1% | NEW | — |
| 184 |  $USFD | US Foods Holding Corp. | $227,666 | 0.1% | NEW | 60.6 |
| 185 |  $PWR | QUANTA SERVICES, INC. | $226,196 | 0.1% | NEW | 62.6 |
| 186 | — | ISHARES TR | $226,183 | 0.1% | -49% | — |
| 187 |  $CL | COLGATE PALMOLIVE CO | $225,263 | 0.1% | -7% | 72.4 |
| 188 |  $BRO | BROWN & BROWN, INC. | $224,518 | 0.1% | -11% | 75.1 |
| 189 |  $FCX | FREEPORT-MCMORAN INC | $220,808 | 0.1% | NEW | 73.1 |
| 190 |  $DHI | HORTON D R INC /DE/ | $219,278 | 0.1% | -2% | 54.6 |
| 191 |  $PFH | PRUDENTIAL FINANCIAL INC | $214,332 | 0.1% | -28% | 58.6 |
| 192 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $211,874 | 0.1% | -11% | 72.9 |
| 193 |  $DAL | DELTA AIR LINES, INC. | $210,875 | 0.1% | NEW | 64.4 |
| 194 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $209,175 | 0.1% | NEW | 70.8 |
| 195 |  $RIO | RIO TINTO PLC | $208,223 | 0.1% | NEW | — |
| 196 |  $RF | REGIONS FINANCIAL CORP | $208,203 | 0.1% | NEW | — |
| 197 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $208,088 | 0.1% | NEW | 76.6 |
| 198 |  $WM | WASTE MANAGEMENT INC | $207,271 | 0.1% | NEW | 70.7 |
| 199 |  $MS | MORGAN STANLEY | $204,670 | 0.1% | NEW | — |
| 200 |  $BEPC | Brookfield Renewable Corp | $204,208 | 0.1% | -9% | — |
| 201 |  $ADBE | ADOBE INC. | $202,972 | 0.1% | +3% | 80.4 |
| 202 |  $ICE | Intercontinental Exchange, Inc. | $202,734 | 0.1% | NEW | 73.8 |
| 203 |  $SAN | Banco Santander, S.A. | $202,566 | 0.1% | NEW | — |
| 204 |  $KKR | KKR & Co. Inc. | $202,298 | 0.1% | -14% | 49.8 |
| 205 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $199,653 | 0.1% | NEW | — |
| 206 |  $CNH | CNH Industrial N.V. | $163,394 | 0.1% | -12% | — |
| 207 |  $MFG | MIZUHO FINANCIAL GROUP INC | $98,853 | 0.1% | NEW | — |
| 208 |  $LYG | Lloyds Banking Group plc | $57,704 | 0.0% | NEW | — |
| 209 | — | BANCO BRADESCO S A | $50,393 | 0.0% | NEW | — |
New Positions (42)
$TTE TotalEnergies SE$501,664$DVN DEVON ENERGY CORP/DE$463,699$ADM Archer-Daniels-Midland Co$457,947$FDX FEDEX CORP$400,346$LYB LyondellBasell Industries N.V.$394,825$CTVA Corteva, Inc.$385,987$NVS NOVARTIS AG$376,987 VANGUARD TAX-MANAGED FDS$373,779
$STT STATE STREET CORP$325,765$COP CONOCOPHILLIPS$291,588$VLO VALERO ENERGY CORP/TX$291,307$JCI Johnson Controls International plc$290,185$MDLZ Mondelez International, Inc.$286,817$GEV GE Vernova Inc.$286,311$LVS LAS VEGAS SANDS CORP$284,540Exited Positions (11)
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