Westmount Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2051491
Institutional-grade research for retail investors
13F Reported Value
ⓘ$457.1M
incl. option notional
Equity Holdings
ⓘ$454.5M
Option Notional
ⓘ$2.6M
$0 puts / $2.6M calls
Holdings
275
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Westmount Partners, LLC disclosed 275 positions worth $457.1M in its Form 13F-HR for Q2 2026 — $454.5M in common stock plus $2.6M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 11.8% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 37 new positions and exited 27 — including a new stake in $ABNB and a full exit from $MASI. The portfolio is most concentrated in Technology (37.3% of disclosed assets). All figures are sourced directly from Westmount Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2051491.
AI Fund Analysis
Concentrating
$AAPL11.8% weight
Held 7 quarters
$NVDA4.2% weight
Held 7 quarters
$AVGO4.0% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
4.0% weight
Held 7 quarters
$MSFT3.2% weight
Held 7 quarters
$DOV6 quarters accumulating
VANGUARD INDEX FDS - GROWT
6 quarters accumulating
ISHARES TR - CORE S&P TTL
6 quarters accumulating
$WSM6 quarters accumulating
VANGUARD INTL EQUITY INDEX
6 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$MUCALL$462K notional
$SNDKCALL$455K notional
DIREXION SHARES ETF TRUST - DAI SEM BUL ETFCALL$373K notional
$LRCXCALL$217K notional
$WDCCALL$192K notional
$CLSCALL$146K notional
$AAPLCALL$145K notional
$LLYCALL$120K notional
$GEVCALL$117K notional
$STXCALL$97K notional
$TSLACALL$84K notional
$AMATCALL$72K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$53.4M184,506 sh - 90.2#1
Quality
$18.8M94,179 sh - 86.4#9
Quality
$18.3M48,478 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$18.3M26,595 sh- 83.7
Quality
$14.4M38,728 sh - 74.6
Quality
$11.8M49,396 sh - —
Quality
$11.0M14,760 sh - 80.2
Quality
$11.0M30,699 sh - 63.1
Quality
$9.3M59,056 sh ISHARES TR - CORE S&P500 ETF
—Quality
$9.1M12,109 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $53.4M | 184,506 |
| NVIDIA CORP$NVDA | 90.2#1 | $18.8M | 94,179 |
| Broadcom Inc.$AVGO | 86.4#9 | $18.3M | 48,478 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $18.3M | 26,595 |
| MICROSOFT CORP$MSFT | 83.7 | $14.4M | 38,728 |
 AMAZON COM INC$AMZN | 74.6 | $11.8M | 49,396 |
 SPDR S&P 500 ETF TRUST$SPY | — | $11.0M | 14,760 |
 Alphabet Inc.$GOOG | 80.2 | $11.0M | 30,699 |
| DOVER Corp$DOV | 63.1 | $9.3M | 59,056 |
| ISHARES TR - CORE S&P500 ETF | — | $9.1M | 12,109 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Westmount Partners, LLC's 275 positions.
Showing top 10 of 275 holdings.
Sector Allocation
Technology
$169.3M
Other
$145.9M
Financials
$39.2M
Industrials
$30.8M
Consumer Discretionary
$28.9M
Healthcare
$18.2M
Communication Services
$6.7M
Consumer Staples
$5.2M
Full Holdings — Westmount Partners, LLC (Q2 2026)
All 275 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. | $53.4M | 11.8% | +7% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $18.8M | 4.2% | +5% | 90.2 |
| 3 | $AVGO | Broadcom Inc. | $18.3M | 4.0% | +1% | 86.4 |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $18.3M | 4.0% | +10% | — |
| 5 | $MSFT | MICROSOFT CORP | $14.4M | 3.2% | +2% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $11.8M | 2.6% | +3% | 74.6 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $11.0M | 2.4% | +10% | — |
| 8 | $GOOG | Alphabet Inc. | $11.0M | 2.4% | -6% | 80.2 |
| 9 | $DOV | DOVER Corp | $9.3M | 2.0% | +6% | 63.1 |
| 10 | — | ISHARES TR - CORE S&P500 ETF | $9.1M | 2.0% | +4% | — |
| 11 |  $CACI | CACI INTERNATIONAL INC /DE/ | $9.0M | 2.0% | -9% | 66.7 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.6M | 1.9% | -6% | 64.5 |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.7M | 1.7% | +3% | — |
| 14 |  $WMT | Walmart Inc. | $6.5M | 1.4% | +0% | 63.2 |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.0M | 1.3% | -14% | — |
| 16 |  $GOOGL | Alphabet Inc. | $5.8M | 1.3% | +3% | 80.2 |
| 17 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.5M | 1.2% | +1% | 66.7 |
| 18 |  $MRVL | Marvell Technology, Inc. | $4.1M | 0.9% | +3% | 77.3 |
| 19 | — | ISHARES TR - CORE S&P SCP ETF | $4.0M | 0.9% | +3% | — |
| 20 |  $ILMN | ILLUMINA, INC. | $4.0M | 0.9% | -35% | 62.5 |
| 21 | — | ISHARES TR - CORE 80 20 ETF | $3.7M | 0.8% | +2% | — |
| 22 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.7M | 0.8% | +416% | — |
| 23 |  $ASTH | Astrana Health, Inc. | $3.6M | 0.8% | +0% | 56.8 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.8% | +1% | 67 |
| 25 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $3.3M | 0.7% | -1% | — |
| 26 |  $META | Meta Platforms, Inc. | $3.3M | 0.7% | +8% | 80.9 |
| 27 |  $BMRC | Bank of Marin Bancorp | $3.2M | 0.7% | +0% | — |
| 28 |  $TSLA | Tesla, Inc. | $3.2M | 0.7% | +6% | 50.1 |
| 29 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.1M | 0.7% | +0% | — |
| 30 |  $INTC | INTEL CORP | $3.1M | 0.7% | -24% | 41.5 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 0.7% | +1% | 35.6 |
| 32 |  $ORCL | ORACLE CORP | $2.9M | 0.6% | +2% | 67.2 |
| 33 |  $HOOD | Robinhood Markets, Inc. | $2.8M | 0.6% | -0% | 75.8 |
| 34 |  $KFY | KORN FERRY | $2.8M | 0.6% | +0% | 61.9 |
| 35 |  $LLY | ELI LILLY & Co | $2.7M | 0.6% | -1% | 89.3 |
| 36 | — | ISHARES TR - S&P 500 VAL ETF | $2.7M | 0.6% | +0% | — |
| 37 | — | ISHARES TR - MSCI EAFE ETF | $2.6M | 0.6% | +0% | — |
| 38 |  $WFC | WELLS FARGO & COMPANY/MN | $2.6M | 0.6% | +2% | — |
| 39 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.5M | 0.6% | +0% | — |
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | $2.5M | 0.5% | +1% | — |
| 41 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.5% | -14% | 72.8 |
| 42 |  $IVZ | Invesco Ltd. | $2.4M | 0.5% | NEW | — |
| 43 |  $HD | HOME DEPOT, INC. | $2.3M | 0.5% | +1% | 69.2 |
| 44 | — | ISHARES TR - S&P 500 GRWT ETF | $2.3M | 0.5% | +0% | — |
| 45 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.5% | -11% | 72.9 |
| 46 |  $V | VISA INC. | $2.2M | 0.5% | +2% | 83.5 |
| 47 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $2.2M | 0.5% | -2% | — |
| 48 |  $WT | WisdomTree, Inc. | $2.1M | 0.5% | +0% | 62.9 |
| 49 |  $XOM | EXXON MOBIL CORP | $2.1M | 0.5% | -16% | 61.8 |
| 50 |  $NFLX | NETFLIX INC | $2.1M | 0.5% | -3% | 86.7 |
| 51 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.0M | 0.4% | +0% | — |
| 52 |  $CAT | CATERPILLAR INC | $2.0M | 0.4% | +0% | 67.8 |
| 53 | — | ISHARES TR - RUS 1000 ETF | $2.0M | 0.4% | -1% | — |
| 54 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.9M | 0.4% | +48% | — |
| 55 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.4% | +1% | 81.9 |
| 56 |  $DIS | Walt Disney Co | $1.9M | 0.4% | +14% | 68.9 |
| 57 | — | ISHARES TR - CORE S&P TTL STK | $1.9M | 0.4% | +4% | — |
| 58 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.8M | 0.4% | +0% | — |
| 59 |  $PANW | Palo Alto Networks Inc | $1.7M | 0.4% | +11% | 66.5 |
| 60 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.7M | 0.4% | +0% | — |
| 61 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.7M | 0.4% | -13% | — |
| 62 | — | ISHARES TR - CORE 60 BALA ETF | $1.7M | 0.4% | +41% | — |
| 63 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.6M | 0.3% | -1% | — |
| 64 | — | ISHARES TR - RUS 1000 GRW ETF | $1.6M | 0.3% | +303% | — |
| 65 | $WSM | WILLIAMS SONOMA INC | $1.5M | 0.3% | +0% | 65 |
| 66 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $1.5M | 0.3% | +0% | — |
| 67 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 64.5 |
| 68 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.3% | +6% | 81.4 |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.3% | +0% | — |
| 70 |  $ABBV | AbbVie Inc. | $1.4M | 0.3% | -53% | 59.3 |
| 71 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.3% | +36% | 78.8 |
| 72 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +4% | 82.4 |
| 73 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.3% | -19% | 74.8 |
| 74 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.3% | +851% | — |
| 75 |  $AMGN | AMGEN INC | $1.4M | 0.3% | -2% | 79.5 |
| 76 |  $PSX | Phillips 66 | $1.4M | 0.3% | +1% | 47.6 |
| 77 | — | PROSHARES TR - ULTRPRO S&P500 | $1.3M | 0.3% | +10% | — |
| 78 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $1.3M | 0.3% | -2% | — |
| 79 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.3M | 0.3% | -1% | — |
| 80 |  $RDNT | RadNet, Inc. | $1.2M | 0.3% | +0% | 51.4 |
| 81 | — | VANGUARD WORLD FD - INF TECH ETF | $1.2M | 0.3% | +580% | — |
| 82 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.3% | +5% | 68.4 |
| 83 | — | ISHARES TR - U.S. TECH ETF | $1.1M | 0.3% | +0% | — |
| 84 |  $ABNB | Airbnb, Inc. | $1.1M | 0.2% | NEW | 70.1 |
| 85 |  $KO | COCA COLA CO | $1.1M | 0.2% | +7% | 74 |
| 86 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.1M | 0.2% | -0% | — |
| 87 | — | ISHARES TR - EAFE SML CP ETF | $1.1M | 0.2% | +2% | — |
| 88 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.2% | +34% | — |
| 89 |  $RSI | Rush Street Interactive, Inc. | $1.0M | 0.2% | +0% | 64.9 |
| 90 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.0M | 0.2% | -3% | — |
| 91 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $1.0M | 0.2% | +0% | — |
| 92 | — | ISHARES TR - LOW CA OP MS ETF | $1.0M | 0.2% | -1% | — |
| 93 |  $IONS | IONIS PHARMACEUTICALS INC | $1.0M | 0.2% | +0% | 37.1 |
| 94 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.0M | 0.2% | +0% | — |
| 95 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.2% | -15% | — |
| 96 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.2% | +8% | — |
| 97 |  $GEV | GE Vernova Inc. | $1.0M | 0.2% | +13% | 70.1 |
| 98 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $997,440 | 0.2% | +0% | — |
| 99 | — | ISHARES INC - CORE MSCI EMKT | $936,780 | 0.2% | +48% | — |
| 100 | — | ISHARES TR - CORE S&P MCP ETF | $922,568 | 0.2% | +4% | — |
| 101 |  $NTHI | NEONC TECHNOLOGIES HOLDINGS, INC. | $893,216 | 0.2% | +355% | — |
| 102 |  $SRE | SEMPRA | $876,017 | 0.2% | +0% | 47.6 |
| 103 | — | VANGUARD INDEX FDS - SMALL CP ETF | $859,626 | 0.2% | +0% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $845,402 | 0.2% | -0% | 72.3 |
| 105 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $814,741 | 0.2% | +0% | — |
| 106 |  $BA | BOEING CO | $814,558 | 0.2% | -45% | 51.8 |
| 107 | — | VANGUARD INDEX FDS - VALUE ETF | $798,264 | 0.2% | +0% | — |
| 108 | — | ISHARES TR - RUS 1000 VAL ETF | $790,658 | 0.2% | -4% | — |
| 109 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $782,926 | 0.2% | +399% | — |
| 110 |  $UNP | UNION PACIFIC CORP | $766,248 | 0.2% | +22% | 74 |
| 111 |  $NEE | NEXTERA ENERGY INC | $757,479 | 0.2% | +17% | 71.7 |
| 112 | — | ISHARES TR - MSCI EMG MKT ETF | $750,922 | 0.2% | -44% | — |
| 113 |  $COP | CONOCOPHILLIPS | $736,603 | 0.2% | +0% | 74.8 |
| 114 |  $AXP | AMERICAN EXPRESS CO | $731,784 | 0.2% | -39% | 73.2 |
| 115 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $703,272 | 0.1% | +0% | — |
| 116 |  $MA | Mastercard Inc | $689,893 | 0.1% | -1% | 81.7 |
| 117 |  $SHOP | SHOPIFY INC. | $662,929 | 0.1% | +10% | — |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $654,244 | 0.1% | +1% | 65 |
| 119 |  $BX | Blackstone Inc. | $644,258 | 0.1% | +0% | 68 |
| 120 |  $MRK | Merck & Co., Inc. | $644,135 | 0.1% | +3% | 70.9 |
| 121 |  $PM | Philip Morris International Inc. | $637,615 | 0.1% | +0% | 80.5 |
| 122 |  $PEP | PEPSICO INC | $635,469 | 0.1% | +0% | 62.7 |
| 123 |  $ASML | ASML HOLDING NV | $632,642 | 0.1% | +0% | — |
| 124 | — | PROSHARES TR - ULTRAPRO QQQ | $621,653 | 0.1% | +12% | — |
| 125 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $616,437 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - RUS MID CAP ETF | $614,262 | 0.1% | -0% | — |
| 127 | — | ISHARES TR - CORE MSCI INTL | $607,671 | 0.1% | NEW | — |
| 128 |  $MCD | MCDONALDS CORP | $606,918 | 0.1% | +2% | 73.9 |
| 129 |  $DE | DEERE & CO | $604,372 | 0.1% | +3% | 57.4 |
| 130 |  $CVX | CHEVRON CORP | $604,068 | 0.1% | +0% | 54.7 |
| 131 |  $URI | UNITED RENTALS, INC. | $597,232 | 0.1% | +1% | 70.7 |
| 132 |  $APO | Apollo Global Management, Inc. | $591,550 | 0.1% | +0% | 55.7 |
| 133 |  $BMY | BRISTOL MYERS SQUIBB CO | $586,851 | 0.1% | -2% | 70.1 |
| 134 |  $MO | ALTRIA GROUP, INC. | $582,287 | 0.1% | +1% | 72.1 |
| 135 |  $GRAL | GRAIL, Inc. | $567,460 | 0.1% | +0% | 31.9 |
| 136 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $560,583 | 0.1% | +0% | — |
| 137 |  $CLS | CELESTICA INC | $557,414 | 0.1% | +2% | 69 |
| 138 |  $CSX | CSX CORP | $554,393 | 0.1% | +2% | 66.4 |
| 139 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $539,543 | 0.1% | -2% | 63.7 |
| 140 | — | ISHARES TR - CORE DIV GRWTH | $538,109 | 0.1% | NEW | — |
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $535,599 | 0.1% | +0% | — |
| 142 |  $FICO | FAIR ISAAC CORP | $532,872 | 0.1% | +0% | 75.6 |
| 143 | — | ISHARES TR - CORE MSCI TOTAL | $530,971 | 0.1% | +2% | — |
| 144 |  $LOW | LOWES COMPANIES INC | $527,415 | 0.1% | +0% | 63.5 |
| 145 |  $DUK | Duke Energy CORP | $524,538 | 0.1% | +3% | 64 |
| 146 |  $GRMN | GARMIN LTD | $523,776 | 0.1% | +0% | — |
| 147 |  $ETN | Eaton Corp plc | $517,310 | 0.1% | +5% | — |
| 148 |  $AMAT | APPLIED MATERIALS INC /DE | $510,438 | 0.1% | +6% | 74.8 |
| 149 | — | INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS | $508,132 | 0.1% | +0% | — |
| 150 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | $508,088 | 0.1% | NEW | — |
| 151 | — | ISHARES TR - U.S. REAL ES ETF | $507,272 | 0.1% | -1% | — |
| 152 | — | ISHARES TR - CORE S&P US GWT | $507,055 | 0.1% | +0% | — |
| 153 |  $NUE | NUCOR CORP | $495,173 | 0.1% | -24% | 58.9 |
| 154 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $494,518 | 0.1% | -2% | — |
| 155 |  $GLD | SPDR GOLD TRUST | $492,892 | 0.1% | +0% | — |
| 156 | — | PIMCO ETF TR - ACTIVE BD ETF | $486,874 | 0.1% | -0% | — |
| 157 |  $RTX | RTX Corp | $486,498 | 0.1% | +34% | 70 |
| 158 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $472,404 | 0.1% | -3% | — |
| 159 | — | ISHARES TR - US OIL GS EX ETF | $468,199 | 0.1% | +0% | — |
| 160 |  $MS | MORGAN STANLEY | $466,356 | 0.1% | +28% | — |
| 161 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $462,159 | 0.1% | +0% | — |
| 162 |  $MUCALL | MICRON TECHNOLOGY INC | $461,716 | — | NEW | 88.4 |
| 163 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $456,346 | 0.1% | +1% | — |
| 164 | $IVZ | Invesco Ltd. | $455,895 | 0.1% | NEW | — |
| 165 |  $SNDKCALL | Sandisk Corp | $454,746 | — | -67% | 88.8 |
| 166 |  $SCHW | SCHWAB CHARLES CORP | $451,535 | 0.1% | +4% | 77.2 |
| 167 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $446,854 | 0.1% | +0% | — |
| 168 |  $EIX | EDISON INTERNATIONAL | $444,132 | 0.1% | -4% | 70.7 |
| 169 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $442,333 | 0.1% | NEW | — |
| 170 |  $ALL | ALLSTATE CORP | $432,824 | 0.1% | +72% | 76.6 |
| 171 |  $ABT | ABBOTT LABORATORIES | $429,563 | 0.1% | +7% | 67 |
| 172 |  $MSB | MESABI TRUST | $426,455 | 0.1% | +0% | — |
| 173 |  $GLW | CORNING INC /NY | $406,723 | 0.1% | -14% | 72.7 |
| 174 |  $SBUX | STARBUCKS CORP | $406,625 | 0.1% | +1% | 54.6 |
| 175 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $403,541 | 0.1% | +0% | — |
| 176 | — | ISHARES TR - CORE 40 MODE ETF | $402,823 | 0.1% | +2% | — |
| 177 |  $GLNG | GOLAR LNG LTD | $402,342 | 0.1% | -11% | — |
| 178 |  $FIX | COMFORT SYSTEMS USA INC | $397,255 | 0.1% | +0% | 79.5 |
| 179 |  $T | AT&T INC. | $390,310 | 0.1% | -4% | 71.9 |
| 180 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $389,891 | 0.1% | +0% | — |
| 181 | — | ISHARES TR - FUTU AI TECH ETF | $378,477 | 0.1% | NEW | — |
| 182 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $375,320 | 0.1% | +0% | 74.4 |
| 183 |  $VFC | V F CORP | $374,643 | 0.1% | +0% | 59.7 |
| 184 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $373,394 | — | NEW | — |
| 185 |  $TXN | TEXAS INSTRUMENTS INC | $370,475 | 0.1% | +12% | 70.4 |
| 186 |  $CVNA | CARVANA CO. | $367,276 | 0.1% | +406% | 69.2 |
| 187 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $365,973 | 0.1% | -6% | 70.9 |
| 188 |  $GILD | GILEAD SCIENCES, INC. | $364,700 | 0.1% | +2% | 77.8 |
| 189 |  $CVS | CVS HEALTH Corp | $363,456 | 0.1% | -1% | 51.3 |
| 190 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $363,406 | 0.1% | +0% | — |
| 191 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $362,635 | 0.1% | +1% | — |
| 192 |  $FTNT | Fortinet, Inc. | $356,552 | 0.1% | NEW | 78.1 |
| 193 | — | ISHARES TR - TIPS BD ETF | $354,553 | 0.1% | +0% | — |
| 194 |  $GBTC | Grayscale Bitcoin Trust ETF | $353,417 | 0.1% | -1% | — |
| 195 |  $WM | WASTE MANAGEMENT INC | $350,876 | 0.1% | +7% | 70.7 |
| 196 |  $NBIS | Nebius Group N.V. | $344,936 | 0.1% | NEW | — |
| 197 |  $TRV | TRAVELERS COMPANIES, INC. | $341,065 | 0.1% | +19% | 71.5 |
| 198 | — | TRUST FOR PROFESSIONAL MANAG - CROSS BRG ULTRST | $337,694 | 0.1% | -2% | — |
| 199 |  $SHEL | Shell plc | $326,623 | 0.1% | +0% | — |
| 200 | — | ISHARES TR - S&P MC 400GR ETF | $326,180 | 0.1% | +0% | — |
| 201 |  $RL | RALPH LAUREN CORP | $322,734 | 0.1% | +0% | 76.6 |
| 202 | — | SPDR SERIES TRUST - ST STR CONV ETF | $319,291 | 0.1% | +0% | — |
| 203 |  $VZ | VERIZON COMMUNICATIONS INC | $317,127 | 0.1% | +1% | 71.6 |
| 204 |  $SOFI | SoFi Technologies, Inc. | $315,095 | 0.1% | -5% | 53.8 |
| 205 | — | PIMCO ETF TR - MULTISECTOR BD | $309,780 | 0.1% | -6% | — |
| 206 |  $NYT | NEW YORK TIMES CO | $308,892 | 0.1% | +0% | 71.3 |
| 207 |  $CCZ | COMCAST CORP | $307,614 | 0.1% | -5% | 70.4 |
| 208 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $305,489 | 0.1% | +0% | — |
| 209 |  $ED | CONSOLIDATED EDISON INC | $305,015 | 0.1% | +0% | 71.6 |
| 210 |  $BKNG | Booking Holdings Inc. | $304,077 | 0.1% | +2372% | 55.3 |
| 211 |  $SYK | STRYKER CORP | $303,423 | 0.1% | +20% | 69.8 |
| 212 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $301,030 | 0.1% | +0% | 60.9 |
| 213 |  $NU | Nu Holdings Ltd. | $298,609 | 0.1% | +0% | — |
| 214 |  $UNH | UNITEDHEALTH GROUP INC | $298,520 | 0.1% | NEW | 66.8 |
| 215 |  $FLEX | FLEX LTD. | $288,913 | 0.1% | +0% | — |
| 216 |  $STRZ | STARZ ENTERTAINMENT CORP /CN/ | $288,600 | 0.1% | +0% | 23.6 |
| 217 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $285,401 | 0.1% | +0% | 50.6 |
| 218 | $MU | MICRON TECHNOLOGY INC | $285,241 | 0.1% | NEW | 88.4 |
| 219 |  $INMD | InMode Ltd. | $285,090 | 0.1% | +0% | — |
| 220 |  $TJX | TJX COMPANIES INC /DE/ | $279,603 | 0.1% | +6% | 70.7 |
| 221 |  $MMM | 3M CO | $276,170 | 0.1% | +2% | 60.7 |
| 222 |  $LIN | LINDE PLC | $275,145 | 0.1% | +6% | — |
| 223 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $274,992 | 0.1% | +0% | — |
| 224 | — | ISHARES TR - ESG AWARE 80/20 | $270,373 | 0.1% | +1% | — |
| 225 |  $REXR | Rexford Industrial Realty, Inc. | $267,665 | 0.1% | +0% | 53.8 |
| 226 |  $PLTR | Palantir Technologies Inc. | $260,524 | 0.1% | +2% | 85.8 |
| 227 |  $STX | Seagate Technology Holdings plc | $259,909 | 0.1% | NEW | — |
| 228 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $256,357 | 0.1% | NEW | — |
| 229 |  $PFE | PFIZER INC | $255,115 | 0.1% | -16% | 69 |
| 230 |  $C | CITIGROUP INC | $249,139 | 0.1% | -35% | 54.8 |
| 231 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $248,986 | 0.1% | +0% | — |
| 232 |  $PAYX | PAYCHEX INC | $247,300 | 0.1% | +0% | 75.1 |
| 233 |  $NVS | NOVARTIS AG | $242,565 | 0.1% | +3% | — |
| 234 |  $BLK | BlackRock, Inc. | $242,373 | 0.1% | -23% | 70.3 |
| 235 | — | ISHARES TR - ESG AWARE 60/40 | $241,457 | 0.1% | +6% | — |
| 236 |  $B | BARRICK MINING CORP | $232,795 | 0.1% | +0% | — |
| 237 |  $BBIO | BridgeBio Pharma, Inc. | $232,229 | 0.1% | -2% | 31.7 |
| 238 | — | ISHARES TR - JPMORGAN USD EMG | $232,012 | 0.1% | -1% | — |
| 239 |  $COIN | Coinbase Global, Inc. | $231,565 | 0.1% | -27% | 68 |
| 240 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $230,539 | 0.1% | +2% | 54.6 |
| 241 |  $KLAC | KLA CORP | $229,988 | 0.1% | +200% | 84.4 |
| 242 |  $TSLX | Sixth Street Specialty Lending, Inc. | $223,725 | 0.1% | +0% | — |
| 243 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $223,691 | 0.1% | NEW | 60.3 |
| 244 |  $MFC | MANULIFE FINANCIAL CORP | $218,470 | 0.1% | NEW | — |
| 245 | $LRCXCALL | LAM RESEARCH CORP | $216,665 | — | NEW | 82.4 |
| 246 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $215,786 | 0.1% | NEW | — |
| 247 |  $RDDT | Reddit, Inc. | $213,503 | 0.1% | -23% | 79.3 |
| 248 |  $ESLT | ELBIT SYSTEMS LTD | $212,442 | 0.1% | +0% | — |
| 249 | — | ISHARES TR - MSCI ACWI ETF | $210,775 | 0.1% | NEW | — |
| 250 |  $IDXX | IDEXX LABORATORIES INC /DE | $210,576 | 0.1% | +0% | 73.6 |
| 251 | — | SPDR SERIES TRUST - ST STR P500ETF | $202,318 | 0.0% | NEW | — |
| 252 |  $ANET | Arista Networks, Inc. | $200,798 | 0.0% | NEW | 86 |
| 253 |  $WDCCALL | WESTERN DIGITAL CORP | $191,616 | — | NEW | 76.8 |
| 254 |  $MAT | MATTEL INC /DE/ | $189,282 | 0.0% | +0% | 54 |
| 255 | $CLSCALL | CELESTICA INC | $145,920 | — | NEW | 69 |
| 256 | $AAPLCALL | Apple Inc. | $144,680 | — | NEW | 76.1 |
| 257 |  $GSBD | Goldman Sachs BDC, Inc. | $140,209 | 0.0% | -1% | — |
| 258 | $SNDK | Sandisk Corp | $138,817 | 0.0% | NEW | 88.8 |
| 259 | $WDC | WESTERN DIGITAL CORP | $137,338 | 0.0% | NEW | 76.8 |
| 260 | $LLYCALL | ELI LILLY & Co | $119,943 | — | NEW | 89.3 |
| 261 | $GEVCALL | GE Vernova Inc. | $117,486 | — | NEW | 70.1 |
| 262 | $STXCALL | Seagate Technology Holdings plc | $96,500 | — | NEW | — |
| 263 |  $PNBK | PATRIOT NATIONAL BANCORP INC | $95,750 | 0.0% | +0% | — |
| 264 | $TSLACALL | Tesla, Inc. | $84,120 | — | NEW | 50.1 |
| 265 |  $BLND | Blend Labs, Inc. | $76,950 | 0.0% | NEW | 24.1 |
| 266 |  $ALLO | Allogene Therapeutics, Inc. | $74,880 | 0.0% | NEW | — |
| 267 | $AMATCALL | APPLIED MATERIALS INC /DE | $72,300 | — | NEW | 74.8 |
| 268 | $NVDACALL | NVIDIA CORP | $60,027 | — | NEW | 90.2 |
| 269 | $TSMCALL | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $47,757 | — | NEW | — |
| 270 | — | DIREXION SHARES ETF TRUST - DAI SEM BUL ETF | $40,007 | 0.0% | NEW | — |
| 271 | $AVGOCALL | Broadcom Inc. | $37,775 | — | NEW | 86.4 |
| 272 |  $NNOX | Nano-X Imaging Ltd. | $28,072 | 0.0% | +0% | — |
| 273 |  $OPK | OPKO HEALTH, INC. | $27,825 | 0.0% | +0% | 20 |
| 274 |  $FATE | FATE THERAPEUTICS INC | $27,265 | 0.0% | +0% | 6.7 |
| 275 |  $FNGR | FingerMotion, Inc. | $7,566 | 0.0% | +0% | 14.1 |
New Positions (37)
$ABNB Airbnb, Inc.$1.1M ISHARES TR - CORE MSCI INTL$607,671
ISHARES TR - CORE DIV GRWTH$538,109
DIREXION SHARES ETF TRUST - DA TE BU 3X ETF$508,088
$MUCALL MICRON TECHNOLOGY INC$461,716 VANECK ETF TRUST - SEMICONDUCTR ETF$442,333
ISHARES TR - FUTU AI TECH ETF$378,477
CALL DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$373,394
$FTNT Fortinet, Inc.$356,552$NBIS Nebius Group N.V.$344,936$UNH UNITEDHEALTH GROUP INC$298,520$MU MICRON TECHNOLOGY INC$285,241$STX Seagate Technology Holdings plc$259,909 SCHWAB STRATEGIC TR - US DIVIDEND EQ$256,357
$AMG AFFILIATED MANAGERS GROUP, INC.$223,691Exited Positions (27)
$MASI MASIMO CORP
$HON HONEYWELL INTERNATIONAL INC VANGUARD SCOTTSDALE FDS
VANGUARD WELLINGTON FD
$CRWD CrowdStrike Holdings, Inc. DIMENSIONAL ETF TRUST
J P MORGAN EXCHANGE TRADED F
$PSLV Sprott Physical Silver Trust J P MORGAN EXCHANGE TRADED F
$CAH CARDINAL HEALTH INC
$MLI MUELLER INDUSTRIES INC DIMENSIONAL ETF TRUST
J P MORGAN EXCHANGE TRADED F
$NOW ServiceNow, Inc.
$IBIT iShares Bitcoin Trust ETFBrowse Top Institutional Investors
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