CHAPMAN FINANCIAL GROUP, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056577
Institutional-grade research for retail investors
13F Reported Value
ⓘ$139.8M
Holdings
265
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CHAPMAN FINANCIAL GROUP, LLC disclosed 265 positions worth $139.8M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 4.8% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $AVB and a full exit from $TWO. The portfolio is most concentrated in Other (31.5% of disclosed assets). All figures are sourced directly from CHAPMAN FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 2056577.
AI Fund Analysis
Diversifying
$BRK-A4.8% weight
Held 5 quarters
$AAPL4.6% weight
Held 5 quarters
$GOOG4.5% weight
Held 5 quarters
$MSFT3.6% weight
Held 5 quarters
SCHWAB STRATEGIC TR
3.0% weight
Held 5 quarters
VANGUARD SCOTTSDALE FDS
4 quarters accumulating
SCHWAB STRATEGIC TR
4 quarters accumulating
INNOVATOR ETFS TRUST
4 quarters accumulating
$MSFT3 quarters accumulating
$IVZ3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.5#634
Quality
$6.8M14,130 sh - 76.1#112
Quality
$6.5M25,455 sh - 80.2#45
Quality
$6.3M21,871 sh - 83.7
Quality
$5.1M13,650 sh SCHWAB STRATEGIC TR
—Quality
$4.1M161,736 sh- 35.6
Quality
$4.0M13,585 sh SCHWAB STRATEGIC TR
—Quality
$3.8M151,758 shSCHWAB STRATEGIC TR
—Quality
$3.0M122,327 sh- 74.6
Quality
$2.8M13,514 sh - 63.7
Quality
$2.7M5,406 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $6.8M | 14,130 |
| Apple Inc.$AAPL | 76.1#112 | $6.5M | 25,455 |
 Alphabet Inc.$GOOGL | 80.2#45 | $6.3M | 21,871 |
| MICROSOFT CORP$MSFT | 83.7 | $5.1M | 13,650 |
| SCHWAB STRATEGIC TR | — | $4.1M | 161,736 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.0M | 13,585 |
| SCHWAB STRATEGIC TR | — | $3.8M | 151,758 |
| SCHWAB STRATEGIC TR | — | $3.0M | 122,327 |
 AMAZON COM INC$AMZN | 74.6 | $2.8M | 13,514 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $2.7M | 5,406 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CHAPMAN FINANCIAL GROUP, LLC's 265 positions.
Showing top 10 of 265 holdings.
Sector Allocation
Other
$44.0M
Technology
$33.2M
Financials
$23.5M
Consumer Discretionary
$8.8M
Industrials
$7.5M
Healthcare
$7.0M
Consumer Staples
$6.9M
Energy
$3.6M
Full Holdings — CHAPMAN FINANCIAL GROUP, LLC (Q1 2026)
All 265 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 | $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 4.8% | -3% | 64.5 |
| 2 | $AAPL | Apple Inc. | $6.5M | 4.6% | -6% | 76.1 |
| 3 | $GOOGL | Alphabet Inc. | $6.3M | 4.5% | -6% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $5.1M | 3.6% | +0% | 83.7 |
| 5 | — | SCHWAB STRATEGIC TR | $4.1M | 3.0% | -2% | — |
| 6 | $JPM | JPMORGAN CHASE & CO | $4.0M | 2.9% | -6% | 35.6 |
| 7 | — | SCHWAB STRATEGIC TR | $3.8M | 2.7% | -1% | — |
| 8 | — | SCHWAB STRATEGIC TR | $3.0M | 2.2% | -0% | — |
| 9 | $AMZN | AMAZON COM INC | $2.8M | 2.0% | -0% | 74.6 |
| 10 | $TMO | THERMO FISHER SCIENTIFIC INC. | $2.7M | 1.9% | -0% | 63.7 |
| 11 |  $PEP | PEPSICO INC | $2.6M | 1.9% | -3% | 62.7 |
| 12 |  $KO | COCA COLA CO | $2.3M | 1.6% | -2% | 74 |
| 13 | — | SPDR SERIES TRUST | $2.3M | 1.6% | NEW | — |
| 14 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 1.6% | -3% | 68.4 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.1M | 1.5% | -3% | — |
| 16 | — | SCHWAB STRATEGIC TR | $2.0M | 1.4% | -0% | — |
| 17 |  $C | CITIGROUP INC | $1.9M | 1.4% | -2% | 54.8 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 1.2% | +1% | 72.8 |
| 19 |  $LDOS | Leidos Holdings, Inc. | $1.6M | 1.1% | -2% | 73.4 |
| 20 |  $USB | US BANCORP DE | $1.6M | 1.1% | -5% | 71.4 |
| 21 |  $PANW | Palo Alto Networks Inc | $1.5M | 1.1% | +0% | 66.5 |
| 22 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.5M | 1.0% | +0% | 66.5 |
| 23 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 1.0% | +33% | — |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 1.0% | +0% | 67 |
| 25 | — | INNOVATOR ETFS TRUST | $1.4M | 1.0% | -15% | — |
| 26 |  $IQV | IQVIA HOLDINGS INC. | $1.4M | 1.0% | +0% | 59.7 |
| 27 | — | ISHARES TR | $1.3M | 1.0% | -0% | — |
| 28 | — | VANGUARD INDEX FDS | $1.3M | 0.9% | -2% | — |
| 29 | — | ISHARES TR | $1.3M | 0.9% | +5% | — |
| 30 |  $CVX | CHEVRON CORP | $1.3M | 0.9% | +0% | 54.7 |
| 31 |  $TOST | Toast, Inc. | $1.3M | 0.9% | +0% | 69.5 |
| 32 | $IVZ | Invesco Ltd. | $1.2M | 0.8% | +8% | — |
| 33 | — | ISHARES TR | $1.2M | 0.8% | +0% | — |
| 34 |  $MCD | MCDONALDS CORP | $1.2M | 0.8% | -1% | 73.9 |
| 35 |  $CBRE | CBRE GROUP, INC. | $1.2M | 0.8% | -10% | 62.9 |
| 36 |  $WT | WisdomTree, Inc. | $1.1M | 0.8% | +1% | 62.9 |
| 37 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.7% | -1% | 72.9 |
| 38 |  $BIP | Brookfield Infrastructure Partners L.P. | $989,942 | 0.7% | +0% | — |
| 39 |  $NVDA | NVIDIA CORP | $972,458 | 0.7% | -5% | 90.2 |
| 40 | — | INNOVATOR ETFS TRUST | $938,663 | 0.7% | -5% | — |
| 41 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $936,274 | 0.7% | +4% | — |
| 42 |  $UBER | Uber Technologies, Inc | $928,689 | 0.7% | -1% | 79.3 |
| 43 |  $V | VISA INC. | $928,149 | 0.7% | +0% | 83.5 |
| 44 |  $WM | WASTE MANAGEMENT INC | $910,658 | 0.7% | +0% | 70.7 |
| 45 |  $ITW | ILLINOIS TOOL WORKS INC | $902,166 | 0.7% | +0% | 71.2 |
| 46 | — | SCHWAB STRATEGIC TR | $899,232 | 0.6% | +5% | — |
| 47 |  $CRM | Salesforce, Inc. | $885,563 | 0.6% | +0% | 75.2 |
| 48 |  $FANG | Diamondback Energy, Inc. | $877,878 | 0.6% | -2% | 81.4 |
| 49 | — | VANGUARD INDEX FDS | $863,554 | 0.6% | -3% | — |
| 50 |  $ABBV | AbbVie Inc. | $844,297 | 0.6% | -3% | 59.3 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $841,864 | 0.6% | +0% | — |
| 52 |  $KDP | Keurig Dr Pepper Inc. | $837,163 | 0.6% | +1% | 63.1 |
| 53 | $IVZ | Invesco Ltd. | $788,824 | 0.6% | +0% | — |
| 54 |  $AXP | AMERICAN EXPRESS CO | $781,911 | 0.6% | -11% | 73.2 |
| 55 |  $SBUX | STARBUCKS CORP | $770,116 | 0.6% | -7% | 54.6 |
| 56 | — | ISHARES TR | $764,784 | 0.6% | +3% | — |
| 57 |  $VIK | Viking Holdings Ltd | $755,742 | 0.5% | +0% | — |
| 58 |  $FDX | FEDEX CORP | $721,977 | 0.5% | -3% | 60.3 |
| 59 |  $ACN | Accenture plc | $691,636 | 0.5% | -5% | — |
| 60 | — | INNOVATOR ETFS TRUST | $688,357 | 0.5% | +1% | — |
| 61 |  $ASML | ASML HOLDING NV | $670,982 | 0.5% | +1% | — |
| 62 |  $HD | HOME DEPOT, INC. | $670,607 | 0.5% | +1% | 69.2 |
| 63 | — | INNOVATOR ETFS TRUST | $660,412 | 0.5% | -6% | — |
| 64 | — | SCHWAB STRATEGIC TR | $651,040 | 0.5% | +1% | — |
| 65 | $IVZ | Invesco Ltd. | $649,018 | 0.5% | +54% | — |
| 66 |  $LLY | ELI LILLY & Co | $643,839 | 0.5% | +1% | 89.3 |
| 67 | — | DIMENSIONAL ETF TRUST | $628,328 | 0.5% | +0% | — |
| 68 | — | VANGUARD STAR FDS | $611,714 | 0.4% | +0% | — |
| 69 | — | INNOVATOR ETFS TRUST | $598,899 | 0.4% | +5% | — |
| 70 |  $DE | DEERE & CO | $586,959 | 0.4% | -3% | 57.4 |
| 71 | — | ISHARES TR | $585,278 | 0.4% | +0% | — |
| 72 | — | SCHWAB STRATEGIC TR | $549,276 | 0.4% | -0% | — |
| 73 |  $GWW | W.W. GRAINGER, INC. | $545,405 | 0.4% | +0% | 69.5 |
| 74 | — | FRANKLIN TEMPLETON ETF TR | $512,852 | 0.4% | +0% | — |
| 75 | — | INNOVATOR ETFS TRUST | $509,679 | 0.4% | -13% | — |
| 76 |  $AMT | AMERICAN TOWER CORP /MA/ | $507,558 | 0.4% | -37% | 69.8 |
| 77 |  $D | DOMINION ENERGY, INC | $504,452 | 0.4% | -8% | 74.9 |
| 78 | — | VANGUARD INDEX FDS | $484,103 | 0.3% | +0% | — |
| 79 | — | VANGUARD INDEX FDS | $477,412 | 0.3% | +0% | — |
| 80 |  $EMR | EMERSON ELECTRIC CO | $475,473 | 0.3% | +1% | 65.9 |
| 81 | — | VANGUARD MUN BD FDS | $442,235 | 0.3% | +69% | — |
| 82 |  $XOM | EXXON MOBIL CORP | $424,150 | 0.3% | -7% | 61.8 |
| 83 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $416,657 | 0.3% | -5% | 66.4 |
| 84 |  $ZTS | Zoetis Inc. | $411,135 | 0.3% | -11% | 72.6 |
| 85 | — | SCHWAB STRATEGIC TR | $410,228 | 0.3% | +0% | — |
| 86 |  $NVS | NOVARTIS AG | $402,802 | 0.3% | -19% | — |
| 87 |  $ABT | ABBOTT LABORATORIES | $394,767 | 0.3% | +0% | 67 |
| 88 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $394,140 | 0.3% | +0% | 72.9 |
| 89 |  $AVGO | Broadcom Inc. | $394,007 | 0.3% | +0% | 86.4 |
| 90 | — | ISHARES INC | $389,681 | 0.3% | +8352% | — |
| 91 | — | SCHWAB STRATEGIC TR | $370,758 | 0.3% | +0% | — |
| 92 | — | SCHWAB STRATEGIC TR | $370,685 | 0.3% | -28% | — |
| 93 |  $WMT | Walmart Inc. | $354,198 | 0.3% | +0% | 63.2 |
| 94 |  $BIPC | Brookfield Infrastructure Corp | $345,642 | 0.3% | -2% | — |
| 95 | — | VANGUARD MALVERN FDS | $340,909 | 0.2% | -13% | — |
| 96 | — | ISHARES TR | $329,349 | 0.2% | +0% | — |
| 97 | — | ISHARES TR | $327,349 | 0.2% | +0% | — |
| 98 | — | INNOVATOR ETFS TRUST | $323,550 | 0.2% | -2% | — |
| 99 |  $WDAY | Workday, Inc. | $319,864 | 0.2% | -8% | 74.2 |
| 100 | — | J P MORGAN EXCHANGE TRADED F | $314,745 | 0.2% | -26% | — |
| 101 |  $MRK | Merck & Co., Inc. | $305,898 | 0.2% | -7% | 70.9 |
| 102 | — | AMERICAN CENTY ETF TR | $304,078 | 0.2% | +0% | — |
| 103 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $302,233 | 0.2% | -0% | 60.5 |
| 104 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $297,898 | 0.2% | +2% | 66.7 |
| 105 |  $AVB | AVALONBAY COMMUNITIES INC | $293,214 | 0.2% | NEW | 57.5 |
| 106 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $282,699 | 0.2% | +0% | 54.8 |
| 107 |  $UNP | UNION PACIFIC CORP | $264,214 | 0.2% | +0% | 74 |
| 108 | — | SCHWAB STRATEGIC TR | $260,761 | 0.2% | -9% | — |
| 109 | $GOOG | Alphabet Inc. | $258,804 | 0.2% | +10% | 80.2 |
| 110 |  $MTB | M&T BANK CORP | $258,400 | 0.2% | +0% | 64.1 |
| 111 |  $ELV | Elevance Health, Inc. | $256,742 | 0.2% | -4% | 59.4 |
| 112 | — | SPDR SERIES TRUST | $255,536 | 0.2% | +0% | — |
| 113 |  $LOW | LOWES COMPANIES INC | $246,913 | 0.2% | +0% | 63.5 |
| 114 | — | VANGUARD INDEX FDS | $246,362 | 0.2% | -53% | — |
| 115 |  $OKE | ONEOK INC /NEW/ | $243,150 | 0.2% | -23% | 72 |
| 116 | — | ISHARES TR | $235,737 | 0.2% | -4% | — |
| 117 |  $UPS | UNITED PARCEL SERVICE INC | $234,440 | 0.2% | -11% | 58.2 |
| 118 | — | VANGUARD WORLD FD | $233,039 | 0.2% | +0% | — |
| 119 | — | SCHWAB STRATEGIC TR | $232,909 | 0.2% | +8% | — |
| 120 |  $DIS | Walt Disney Co | $228,325 | 0.2% | +0% | 68.9 |
| 121 | — | SCHWAB STRATEGIC TR | $223,273 | 0.2% | +13% | — |
| 122 | $IVZ | Invesco Ltd. | $222,720 | 0.2% | +4% | — |
| 123 |  $FAST | FASTENAL CO | $222,720 | 0.2% | +0% | 73.5 |
| 124 |  $STT | STATE STREET CORP | $211,308 | 0.1% | +0% | 61.5 |
| 125 |  $CSX | CSX CORP | $206,975 | 0.1% | +0% | 66.4 |
| 126 | — | VANGUARD INTL EQUITY INDEX F | $203,597 | 0.1% | +0% | — |
| 127 |  $CEF | Sprott Physical Gold & Silver Trust | $203,574 | 0.1% | +52% | — |
| 128 |  $LYB | LyondellBasell Industries N.V. | $199,386 | 0.1% | +0% | — |
| 129 |  $J | JACOBS SOLUTIONS INC. | $197,921 | 0.1% | +0% | 47.7 |
| 130 |  $PFE | PFIZER INC | $196,505 | 0.1% | -31% | 69 |
| 131 | — | INNOVATOR ETFS TRUST | $196,067 | 0.1% | +0% | — |
| 132 |  $BA | BOEING CO | $194,254 | 0.1% | +17% | 51.8 |
| 133 | — | ISHARES TR | $191,169 | 0.1% | -5% | — |
| 134 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $188,436 | 0.1% | -20% | 64.9 |
| 135 |  $BMY | BRISTOL MYERS SQUIBB CO | $184,680 | 0.1% | -10% | 70.1 |
| 136 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $179,957 | 0.1% | +0% | — |
| 137 | — | DBX ETF TR | $173,543 | 0.1% | +0% | — |
| 138 |  $TREX | TREX CO INC | $163,708 | 0.1% | -6% | 60.1 |
| 139 |  $CSCO | CISCO SYSTEMS, INC. | $162,087 | 0.1% | +0% | 72.3 |
| 140 | — | VANGUARD BD INDEX FDS | $150,519 | 0.1% | -42% | — |
| 141 | — | VANGUARD SCOTTSDALE FDS | $147,149 | 0.1% | -34% | — |
| 142 | — | VANGUARD INDEX FDS | $146,135 | 0.1% | -11% | — |
| 143 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $138,284 | 0.1% | +8% | 55.4 |
| 144 | — | VANGUARD INDEX FDS | $133,799 | 0.1% | +0% | — |
| 145 | — | INNOVATOR ETFS TRUST | $132,638 | 0.1% | +0% | — |
| 146 |  $IAUM | iShares Gold Trust Micro | $129,826 | 0.1% | +8076% | — |
| 147 | — | INNOVATOR ETFS TRUST | $129,663 | 0.1% | +0% | — |
| 148 | — | VANGUARD SCOTTSDALE FDS | $128,538 | 0.1% | +45% | — |
| 149 |  $MA | Mastercard Inc | $126,466 | 0.1% | +22% | 81.7 |
| 150 | — | INNOVATOR ETFS TRUST | $117,712 | 0.1% | +0% | — |
| 151 | — | VANGUARD ADMIRAL FDS INC | $115,687 | 0.1% | -40% | — |
| 152 |  $F | FORD MOTOR CO | $105,476 | 0.1% | -7% | 58.5 |
| 153 |  $SPY | SPDR S&P 500 ETF TRUST | $104,055 | 0.1% | +208% | — |
| 154 | — | ISHARES TR | $101,118 | 0.1% | +1859% | — |
| 155 | — | ISHARES TR | $98,900 | 0.1% | +0% | — |
| 156 | — | ISHARES TR | $97,280 | 0.1% | +0% | — |
| 157 |  $NSC | NORFOLK SOUTHERN CORP | $95,858 | 0.1% | +7% | 70.8 |
| 158 |  $BLDR | Builders FirstSource, Inc. | $90,152 | 0.1% | +0% | 48.4 |
| 159 | — | SELECT SECTOR SPDR TR | $88,274 | 0.1% | +13% | — |
| 160 |  $INTC | INTEL CORP | $87,775 | 0.1% | +0% | 41.5 |
| 161 | — | ISHARES TR | $86,769 | 0.1% | +11% | — |
| 162 | — | VANGUARD INDEX FDS | $85,537 | 0.1% | +0% | — |
| 163 | — | ISHARES TR | $85,043 | 0.1% | +1568% | — |
| 164 |  $SO | SOUTHERN CO | $81,077 | 0.1% | +0% | 65.1 |
| 165 |  $CEG | Constellation Energy Corp | $76,794 | 0.1% | -31% | 62.5 |
| 166 |  $ASTS | AST SpaceMobile, Inc. | $72,760 | 0.1% | +0% | 29.6 |
| 167 | — | SCHWAB STRATEGIC TR | $70,258 | 0.1% | -1% | — |
| 168 |  $EXC | EXELON CORP | $70,226 | 0.1% | +0% | 63.9 |
| 169 |  $MDT | Medtronic plc | $67,328 | 0.1% | +0% | — |
| 170 |  $PPG | PPG INDUSTRIES INC | $66,514 | 0.1% | +0% | 57.1 |
| 171 | — | SCHWAB STRATEGIC TR | $65,017 | 0.1% | +0% | — |
| 172 |  $EW | Edwards Lifesciences Corp | $64,064 | 0.1% | +0% | 67.6 |
| 173 |  $GLD | SPDR GOLD TRUST | $63,253 | 0.1% | +73% | — |
| 174 |  $YUM | YUM BRANDS INC | $61,882 | 0.0% | +0% | 71.7 |
| 175 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $60,780 | 0.0% | +1% | 48 |
| 176 |  $GD | GENERAL DYNAMICS CORP | $60,407 | 0.0% | +19% | 73 |
| 177 |  $ADP | AUTOMATIC DATA PROCESSING INC | $55,875 | 0.0% | +0% | 77.9 |
| 178 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $55,298 | 0.0% | +0% | — |
| 179 | — | INNOVATOR ETFS TRUST | $55,161 | 0.0% | -73% | — |
| 180 | — | ISHARES TR | $54,253 | 0.0% | +52% | — |
| 181 | — | ISHARES TR | $54,112 | 0.0% | +0% | — |
| 182 | — | SPDR SERIES TRUST | $53,669 | 0.0% | +0% | — |
| 183 | — | GLOBAL X FDS | $53,503 | 0.0% | +0% | — |
| 184 | — | SELECT SECTOR SPDR TR | $52,230 | 0.0% | +79% | — |
| 185 | $WT | WisdomTree, Inc. | $52,150 | 0.0% | +0% | 62.9 |
| 186 |  $MO | ALTRIA GROUP, INC. | $51,869 | 0.0% | +0% | 72.1 |
| 187 | — | VANGUARD SCOTTSDALE FDS | $51,471 | 0.0% | +39% | — |
| 188 |  $MET | METLIFE INC | $49,504 | 0.0% | +0% | 73.9 |
| 189 |  $UL | UNILEVER PLC | $48,027 | 0.0% | +0% | — |
| 190 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $45,400 | 0.0% | +0% | — |
| 191 | — | AMERICAN CENTY ETF TR | $43,968 | 0.0% | +0% | — |
| 192 | — | SPDR SERIES TRUST | $43,488 | 0.0% | +0% | — |
| 193 |  $DUK | Duke Energy CORP | $39,152 | 0.0% | -54% | 64 |
| 194 | — | INNOVATOR ETFS TRUST | $35,899 | 0.0% | +0% | — |
| 195 |  $ULTA | Ulta Beauty, Inc. | $31,363 | 0.0% | +0% | 66.6 |
| 196 | $WT | WisdomTree, Inc. | $30,744 | 0.0% | NEW | 62.9 |
| 197 |  $LMT | LOCKHEED MARTIN CORP | $30,220 | 0.0% | +0% | 65 |
| 198 |  $TSLA | Tesla, Inc. | $30,112 | 0.0% | +0% | 50.1 |
| 199 | — | INNOVATOR ETFS TRUST | $29,792 | 0.0% | -33% | — |
| 200 |  $CAT | CATERPILLAR INC | $29,756 | 0.0% | +0% | 67.8 |
| 201 | — | ISHARES TR | $25,858 | 0.0% | +0% | — |
| 202 |  $RIVN | Rivian Automotive, Inc. / DE | $24,833 | 0.0% | +267% | 36 |
| 203 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $24,285 | 0.0% | +0% | 74.6 |
| 204 | — | INNOVATOR ETFS TRUST | $23,994 | 0.0% | +0% | — |
| 205 | — | VANGUARD INDEX FDS | $23,573 | 0.0% | +0% | — |
| 206 | — | INNOVATOR ETFS TRUST | $18,666 | 0.0% | -50% | — |
| 207 | — | DIMENSIONAL ETF TRUST | $17,418 | 0.0% | +0% | — |
| 208 |  $DELL | Dell Technologies Inc. | $16,085 | 0.0% | NEW | 76 |
| 209 | — | INNOVATOR ETFS TRUST | $15,747 | 0.0% | +0% | — |
| 210 |  $META | Meta Platforms, Inc. | $15,682 | 0.0% | -88% | 80.9 |
| 211 | — | INNOVATOR ETFS TRUST | $14,426 | 0.0% | +0% | — |
| 212 |  $OGE | OGE ENERGY CORP. | $14,388 | 0.0% | +0% | 57.8 |
| 213 | — | INNOVATOR ETFS TRUST | $13,839 | 0.0% | +0% | — |
| 214 | — | SELECT SECTOR SPDR TR | $13,767 | 0.0% | +0% | — |
| 215 | — | SELECT SECTOR SPDR TR | $13,478 | 0.0% | +0% | — |
| 216 | — | ISHARES TR | $13,340 | 0.0% | +0% | — |
| 217 | — | ISHARES TR | $13,293 | 0.0% | +0% | — |
| 218 | — | DIMENSIONAL ETF TRUST | $12,784 | 0.0% | +0% | — |
| 219 | — | INNOVATOR ETFS TRUST | $12,750 | 0.0% | +0% | — |
| 220 | — | ISHARES INC | $11,997 | 0.0% | +52% | — |
| 221 |  $AMGN | AMGEN INC | $11,612 | 0.0% | +0% | 79.5 |
| 222 |  $MDLZ | Mondelez International, Inc. | $11,528 | 0.0% | +0% | 53.9 |
| 223 |  $TJX | TJX COMPANIES INC /DE/ | $11,179 | 0.0% | NEW | 70.7 |
| 224 | — | SCHWAB STRATEGIC TR | $10,582 | 0.0% | +0% | — |
| 225 | — | ISHARES TR | $9,770 | 0.0% | +0% | — |
| 226 | — | SELECT SECTOR SPDR TR | $9,530 | 0.0% | -70% | — |
| 227 |  $UNH | UNITEDHEALTH GROUP INC | $8,930 | 0.0% | +0% | 66.8 |
| 228 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8,635 | 0.0% | NEW | — |
| 229 |  $KR | KROGER CO | $7,236 | 0.0% | NEW | 51.1 |
| 230 |  $VLO | VALERO ENERGY CORP/TX | $7,166 | 0.0% | NEW | 51.4 |
| 231 |  $NEE | NEXTERA ENERGY INC | $6,688 | 0.0% | NEW | 71.7 |
| 232 | — | ISHARES TR | $6,674 | 0.0% | +0% | — |
| 233 |  $O | REALTY INCOME CORP | $6,118 | 0.0% | +0% | 74.6 |
| 234 | — | ISHARES TR | $6,105 | 0.0% | +0% | — |
| 235 | — | VANGUARD WORLD FD | $6,101 | 0.0% | +0% | — |
| 236 | — | ISHARES TR | $5,913 | 0.0% | +0% | — |
| 237 |  $SWK | STANLEY BLACK & DECKER, INC. | $5,685 | 0.0% | -79% | 52.4 |
| 238 |  $TXN | TEXAS INSTRUMENTS INC | $4,854 | 0.0% | NEW | 70.4 |
| 239 | $BAC | BANK OF AMERICA CORP /DE/ | $4,767 | 0.0% | +0% | 68.4 |
| 240 |  $CRWD | CrowdStrike Holdings, Inc. | $3,905 | 0.0% | +0% | 55 |
| 241 |  $LAW | CS Disco, Inc. | $3,820 | 0.0% | +0% | 24.1 |
| 242 |  $BLZE | Backblaze, Inc. | $3,450 | 0.0% | +0% | 36.9 |
| 243 | — | FIDELITY COVINGTON TRUST | $3,383 | 0.0% | +0% | — |
| 244 | — | FIDELITY COVINGTON TRUST | $3,358 | 0.0% | +0% | — |
| 245 |  $AMBA | AMBARELLA INC | $3,346 | 0.0% | +0% | 38.5 |
| 246 |  $IAU | ISHARES GOLD TRUST | $2,998 | 0.0% | +0% | — |
| 247 | — | ISHARES TR | $2,724 | 0.0% | +0% | — |
| 248 | — | VANGUARD INTL EQUITY INDEX F | $2,703 | 0.0% | +0% | — |
| 249 | — | VANGUARD INDEX FDS | $2,625 | 0.0% | +0% | — |
| 250 | — | ISHARES TR | $2,460 | 0.0% | +0% | — |
| 251 | — | ISHARES TR | $2,359 | 0.0% | +0% | — |
| 252 |  $B | BARRICK MINING CORP | $2,040 | 0.0% | NEW | — |
| 253 |  $ALAB | Astera Labs, Inc. | $1,644 | 0.0% | +0% | 77.7 |
| 254 | — | SCHWAB STRATEGIC TR | $1,316 | 0.0% | +0% | — |
| 255 |  $KIM | KIMCO REALTY CORP | $1,124 | 0.0% | NEW | 70.1 |
| 256 |  $IONQ | IonQ, Inc. | $923 | 0.0% | +0% | 32.8 |
| 257 | — | KRANESHARES TRUST | $743 | 0.0% | +0% | — |
| 258 |  $ABNB | Airbnb, Inc. | $632 | 0.0% | +0% | 70.1 |
| 259 |  $BTI | British American Tobacco p.l.c. | $585 | 0.0% | +0% | — |
| 260 | — | ISHARES TR | $443 | 0.0% | +0% | — |
| 261 |  $LUV | SOUTHWEST AIRLINES CO | $376 | 0.0% | +0% | 51.1 |
| 262 |  $QS | QuantumScape Corp | $256 | 0.0% | +0% | — |
| 263 |  $MRNA | Moderna, Inc. | $254 | 0.0% | +0% | 15.9 |
| 264 |  $PTON | PELOTON INTERACTIVE, INC. | $129 | 0.0% | +0% | 41.6 |
| 265 |  $LMND | Lemonade, Inc. | $63 | 0.0% | +0% | 36.8 |
New Positions (10)
$AVB AVALONBAY COMMUNITIES INC$293,214$DELL Dell Technologies Inc.$16,085$TJX TJX COMPANIES INC /DE/$11,179$MDY SPDR S&P MIDCAP 400 ETF TRUST$8,635$KR KROGER CO$7,236$VLO VALERO ENERGY CORP/TX$7,166$NEE NEXTERA ENERGY INC$6,688$TXN TEXAS INSTRUMENTS INC$4,854$B BARRICK MINING CORP$2,040$KIM KIMCO REALTY CORP$1,124
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