PINNEY & SCOFIELD, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056763
Institutional-grade research for retail investors
13F Reported Value
ⓘ$185.4M
Holdings
243
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PINNEY & SCOFIELD, INC. disclosed 243 positions worth $185.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 22 new positions and exited 2 — including a new stake in $CME and a full exit from $KR. The portfolio is most concentrated in Other (85.4% of disclosed assets). All figures are sourced directly from PINNEY & SCOFIELD, INC.’s Form 13F-HR filing with the SEC under CIK 2056763.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST
12.7% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
12.1% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
11.2% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
8.3% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
6.1% weight
Held 6 quarters
DIMENSIONAL ETF TRUST
5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$23.6M564,887 shDIMENSIONAL ETF TRUST
—Quality
$22.4M424,833 shDIMENSIONAL ETF TRUST
—Quality
$20.8M292,372 shDIMENSIONAL ETF TRUST
—Quality
$15.4M317,449 shDIMENSIONAL ETF TRUST
—Quality
$11.2M179,854 shDIMENSIONAL ETF TRUST
—Quality
$10.2M431,323 shDIMENSIONAL ETF TRUST
—Quality
$9.6M244,163 shDIMENSIONAL ETF TRUST
—Quality
$7.3M207,985 sh- 89.3
Quality
$6.8M7,379 sh - 76.1
Quality
$5.7M22,472 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $23.6M | 564,887 |
| DIMENSIONAL ETF TRUST | — | $22.4M | 424,833 |
| DIMENSIONAL ETF TRUST | — | $20.8M | 292,372 |
| DIMENSIONAL ETF TRUST | — | $15.4M | 317,449 |
| DIMENSIONAL ETF TRUST | — | $11.2M | 179,854 |
| DIMENSIONAL ETF TRUST | — | $10.2M | 431,323 |
| DIMENSIONAL ETF TRUST | — | $9.6M | 244,163 |
| DIMENSIONAL ETF TRUST | — | $7.3M | 207,985 |
 ELI LILLY & Co$LLY | 89.3 | $6.8M | 7,379 |
 Apple Inc.$AAPL | 76.1 | $5.7M | 22,472 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PINNEY & SCOFIELD, INC.'s 243 positions.
Showing top 10 of 243 holdings.
Sector Allocation
Other
$158.4M
Technology
$12.4M
Healthcare
$7.5M
Financials
$2.6M
Industrials
$1.1M
Consumer Discretionary
$999,074
Energy
$833,717
Consumer Staples
$590,406
Full Holdings — PINNEY & SCOFIELD, INC. (Q1 2026)
All 243 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 | — | DIMENSIONAL ETF TRUST | $23.6M | 12.7% | +9% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $22.4M | 12.1% | -2% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $20.8M | 11.2% | +1% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $15.4M | 8.3% | -1% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $11.2M | 6.1% | -0% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $10.2M | 5.5% | +16% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $9.6M | 5.2% | -1% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $7.3M | 3.9% | +6% | — |
| 9 | $LLY | ELI LILLY & Co | $6.8M | 3.7% | +0% | 89.3 |
| 10 | $AAPL | Apple Inc. | $5.7M | 3.1% | -1% | 76.1 |
| 11 | — | DIMENSIONAL ETF TRUST | $5.3M | 2.9% | +4% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $4.5M | 2.4% | +0% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $3.6M | 1.9% | +9% | — |
| 14 |  $NVDA | NVIDIA CORP | $3.2M | 1.7% | -0% | 90.2 |
| 15 | — | VANGUARD BD INDEX FDS | $3.2M | 1.7% | +0% | — |
| 16 | — | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.1% | +5% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $1.8M | 1.0% | +1% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.9% | +5% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.8% | +23% | — |
| 20 | — | VANGUARD INDEX FDS | $1.5M | 0.8% | +55% | — |
| 21 | — | ISHARES TR | $1.2M | 0.6% | +0% | — |
| 22 | — | ISHARES TR | $1.2M | 0.6% | +0% | — |
| 23 | — | ISHARES TR | $1.0M | 0.6% | +2% | — |
| 24 | — | ISHARES TR | $863,033 | 0.5% | +0% | — |
| 25 | — | DIMENSIONAL ETF TRUST | $841,353 | 0.5% | +1% | — |
| 26 | — | ISHARES TR | $823,698 | 0.4% | +11% | — |
| 27 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.4% | NEW | 64.5 |
| 28 |  $GOOG | Alphabet Inc. | $699,921 | 0.4% | +0% | 80.2 |
| 29 |  $XOM | EXXON MOBIL CORP | $586,175 | 0.3% | -0% | 61.8 |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $480,158 | 0.3% | +0% | 64.5 |
| 31 |  $AMZN | AMAZON COM INC | $470,690 | 0.3% | +0% | 74.6 |
| 32 | — | ISHARES INC | $442,494 | 0.2% | +1% | — |
| 33 |  $GOOGL | Alphabet Inc. | $417,955 | 0.2% | +0% | 80.2 |
| 34 | — | VANGUARD INTL EQUITY INDEX F | $416,185 | 0.2% | -5% | — |
| 35 |  $MSFT | MICROSOFT CORP | $374,222 | 0.2% | +0% | 83.7 |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $362,701 | 0.2% | +0% | 67 |
| 37 | — | ISHARES TR | $360,996 | 0.2% | +0% | — |
| 38 | — | VANGUARD SCOTTSDALE FDS | $357,544 | 0.2% | +232% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $355,345 | 0.2% | +0% | 35.6 |
| 40 | — | VANGUARD SCOTTSDALE FDS | $343,350 | 0.2% | +198% | — |
| 41 | — | DIMENSIONAL ETF TRUST | $317,395 | 0.2% | +11% | — |
| 42 | — | ISHARES TR | $299,261 | 0.2% | +0% | — |
| 43 | — | VANGUARD INDEX FUNDS | $289,835 | 0.2% | +0% | — |
| 44 |  $PG | PROCTER & GAMBLE Co | $288,591 | 0.2% | +0% | 72.9 |
| 45 | — | SCHWAB STRATEGIC TR | $261,451 | 0.1% | +0% | — |
| 46 |  $NEE | NEXTERA ENERGY INC | $260,064 | 0.1% | +0% | 71.7 |
| 47 |  $GE | GENERAL ELECTRIC CO | $247,851 | 0.1% | +0% | 74.8 |
| 48 |  $TSLA | Tesla, Inc. | $237,920 | 0.1% | -21% | 50.1 |
| 49 |  $META | Meta Platforms, Inc. | $231,713 | 0.1% | +0% | 80.9 |
| 50 |  $BMO | BANK OF MONTREAL /CAN/ | $230,078 | 0.1% | +0% | — |
| 51 |  $T | AT&T INC. | $222,244 | 0.1% | +0% | 71.9 |
| 52 | — | DIMENSIONAL ETF TRUST | $219,409 | 0.1% | +25% | — |
| 53 |  $UMBF | UMB FINANCIAL CORP | $207,677 | 0.1% | +37% | — |
| 54 | — | DIMENSIONAL ETF TRUST | $205,536 | 0.1% | +11% | — |
| 55 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $200,412 | 0.1% | +0% | 66.7 |
| 56 | — | VANGUARD BD INDEX FDS | $189,082 | 0.1% | +20% | — |
| 57 | $META | Meta Platforms, Inc. | $188,718 | 0.1% | +2% | 80.9 |
| 58 | — | VANGUARD INDEX FDS | $188,352 | 0.1% | -14% | — |
| 59 |  $GEV | GE Vernova Inc. | $187,674 | 0.1% | +0% | 70.1 |
| 60 | — | ISHARES TR | $187,400 | 0.1% | -31% | — |
| 61 |  $V | VISA INC. | $178,019 | 0.1% | +0% | 83.5 |
| 62 |  $UNP | UNION PACIFIC CORP | $174,178 | 0.1% | +0% | 74 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $158,827 | 0.1% | +0% | 72.3 |
| 64 | — | ISHARES TR | $153,568 | 0.1% | +0% | — |
| 65 |  $PFE | PFIZER INC | $149,414 | 0.1% | +0% | 69 |
| 66 |  $CME | CME GROUP INC. | $147,084 | 0.1% | NEW | 74.5 |
| 67 |  $BP | BP PLC | $141,470 | 0.1% | +0% | — |
| 68 |  $CGNX | COGNEX CORP | $135,702 | 0.1% | +0% | 63.6 |
| 69 | — | VANGUARD SCOTTSDALE FDS | $130,954 | 0.1% | +0% | — |
| 70 | — | SCHWAB STRATEGIC TR | $122,679 | 0.1% | -19% | — |
| 71 |  $CSX | CSX CORP | $120,071 | 0.1% | +0% | 66.4 |
| 72 | — | ISHARES TR | $118,330 | 0.1% | -89% | — |
| 73 |  $SYK | STRYKER CORP | $118,292 | 0.1% | +0% | 69.8 |
| 74 |  $DIS | Walt Disney Co | $111,608 | 0.1% | +0% | 68.9 |
| 75 | — | VANGUARD INDEX FDS | $110,865 | 0.1% | +1% | — |
| 76 | — | SCHWAB STRATEGIC TR | $109,529 | 0.1% | +0% | — |
| 77 |  $CVS | CVS HEALTH Corp | $108,233 | 0.1% | +0% | 51.3 |
| 78 |  $ABBV | AbbVie Inc. | $103,960 | 0.1% | +0% | 59.3 |
| 79 | — | ISHARES TR | $96,896 | 0.1% | +0% | — |
| 80 |  $UNH | UNITEDHEALTH GROUP INC | $96,059 | 0.1% | +0% | 66.8 |
| 81 | — | DIMENSIONAL ETF TRUST | $92,411 | 0.1% | +0% | — |
| 82 |  $ADP | AUTOMATIC DATA PROCESSING INC | $91,431 | 0.1% | +0% | 77.9 |
| 83 | — | DIMENSIONAL ETF TRUST | $89,232 | 0.1% | +27% | — |
| 84 | — | VANGUARD INTL EQUITY INDEX F | $85,999 | 0.1% | +0% | — |
| 85 | — | SPDR SER TR | $85,662 | 0.1% | +0% | — |
| 86 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $82,646 | 0.0% | +0% | — |
| 87 | — | ISHARES TR | $80,226 | 0.0% | -38% | — |
| 88 | — | SCHWAB STRATEGIC TR | $78,657 | 0.0% | +0% | — |
| 89 |  $ADI | ANALOG DEVICES INC | $76,672 | 0.0% | +0% | 76.2 |
| 90 |  $SPY | SPDR S&P 500 ETF TRUST | $76,090 | 0.0% | +0% | — |
| 91 | — | DIMENSIONAL ETF TRUST | $75,737 | 0.0% | +13% | — |
| 92 |  $MCD | MCDONALDS CORP | $74,279 | 0.0% | +0% | 73.9 |
| 93 |  $BA | BOEING CO | $73,044 | 0.0% | -8% | 51.8 |
| 94 |  $YUM | YUM BRANDS INC | $72,609 | 0.0% | +0% | 71.7 |
| 95 |  $TXN | TEXAS INSTRUMENTS INC | $71,832 | 0.0% | +0% | 70.4 |
| 96 |  $VZ | VERIZON COMMUNICATIONS INC | $65,310 | 0.0% | +0% | 71.6 |
| 97 | — | ISHARES TR | $65,213 | 0.0% | +0% | — |
| 98 |  $DELL | Dell Technologies Inc. | $62,534 | 0.0% | +0% | 76 |
| 99 |  $TT | Trane Technologies plc | $62,511 | 0.0% | +0% | — |
| 100 |  $CEG | Constellation Energy Corp | $61,435 | 0.0% | +0% | 62.5 |
| 101 |  $TFC | TRUIST FINANCIAL CORP | $60,221 | 0.0% | +0% | — |
| 102 | — | VANGUARD INDEX FDS | $59,924 | 0.0% | +0% | — |
| 103 | — | VANGUARD INDEX FDS | $56,287 | 0.0% | +92% | — |
| 104 | — | SCHWAB STRATEGIC TR | $56,223 | 0.0% | +0% | — |
| 105 |  $ICFI | ICF International, Inc. | $55,627 | 0.0% | +0% | 46.3 |
| 106 |  $PM | Philip Morris International Inc. | $54,562 | 0.0% | +0% | 80.5 |
| 107 |  $AMD | ADVANCED MICRO DEVICES INC | $54,316 | 0.0% | -16% | 78.8 |
| 108 | — | DIMENSIONAL ETF TRUST | $53,276 | 0.0% | -18% | — |
| 109 |  $ESRT | Empire State Realty Trust, Inc. | $52,000 | 0.0% | +0% | 37.2 |
| 110 |  $KHC | Kraft Heinz Co | $51,884 | 0.0% | +25% | 42.5 |
| 111 | — | VANGUARD ADMIRAL FDS INC | $50,948 | 0.0% | +0% | — |
| 112 |  $CLS | CELESTICA INC | $50,702 | 0.0% | +0% | 69 |
| 113 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $50,693 | 0.0% | +0% | — |
| 114 |  $WBD | Warner Bros. Discovery, Inc. | $48,357 | 0.0% | +0% | 42.1 |
| 115 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $45,828 | 0.0% | +0% | 67.3 |
| 116 |  $AMT | AMERICAN TOWER CORP /MA/ | $45,734 | 0.0% | +0% | 69.8 |
| 117 |  $EBAY | EBAY INC | $44,873 | 0.0% | +0% | 69.3 |
| 118 |  $BBT | Beacon Financial Corp | $43,399 | 0.0% | +0% | 46.9 |
| 119 |  $CAH | CARDINAL HEALTH INC | $42,262 | 0.0% | NEW | 58.6 |
| 120 |  $DE | DEERE & CO | $42,248 | 0.0% | -35% | 57.4 |
| 121 |  $MO | ALTRIA GROUP, INC. | $41,636 | 0.0% | +0% | 72.1 |
| 122 | — | VANGUARD TAX-MANAGED FDS | $41,524 | 0.0% | +32% | — |
| 123 |  $WDC | WESTERN DIGITAL CORP | $40,574 | 0.0% | +0% | 76.8 |
| 124 | — | SPDR SERIES TRUST | $40,202 | 0.0% | NEW | — |
| 125 | — | SCHWAB STRATEGIC TR | $39,584 | 0.0% | +0% | — |
| 126 |  $CTVA | Corteva, Inc. | $39,511 | 0.0% | +0% | 48.4 |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $38,565 | 0.0% | +0% | 58.2 |
| 128 |  $TMUS | T-Mobile US, Inc. | $36,755 | 0.0% | +0% | 72.7 |
| 129 |  $MPC | Marathon Petroleum Corp | $36,627 | 0.0% | +0% | 50.7 |
| 130 |  $PTC | PTC INC. | $36,477 | 0.0% | +0% | 69.8 |
| 131 |  $ADM | Archer-Daniels-Midland Co | $36,345 | 0.0% | NEW | 49.4 |
| 132 | — | VANGUARD INTL EQUITY INDEX F | $35,297 | 0.0% | +0% | — |
| 133 |  $AMGN | AMGEN INC | $35,185 | 0.0% | +0% | 79.5 |
| 134 | — | VANGUARD SCOTTSDALE FDS | $33,156 | 0.0% | -77% | — |
| 135 | — | DIMENSIONAL ETF TRUST | $31,401 | 0.0% | -33% | — |
| 136 |  $EQIX | EQUINIX INC | $29,407 | 0.0% | +0% | 61.4 |
| 137 |  $INTC | INTEL CORP | $29,391 | 0.0% | +0% | 41.5 |
| 138 | — | SELECT SECTOR SPDR TR | $29,322 | 0.0% | +0% | — |
| 139 |  $RTX | RTX Corp | $28,805 | 0.0% | +0% | 70 |
| 140 |  $DAC | Danaos Corp | $28,723 | 0.0% | +0% | — |
| 141 |  $EXE | EXPAND ENERGY Corp | $28,543 | 0.0% | +0% | 83.9 |
| 142 |  $MRK | Merck & Co., Inc. | $28,268 | 0.0% | +0% | 70.9 |
| 143 |  $MFC | MANULIFE FINANCIAL CORP | $27,896 | 0.0% | +0% | — |
| 144 | — | ISHARES TR | $27,391 | 0.0% | -95% | — |
| 145 |  $BMY | BRISTOL MYERS SQUIBB CO | $27,293 | 0.0% | +0% | 70.1 |
| 146 | — | SCHWAB STRATEGIC TR | $27,165 | 0.0% | +0% | — |
| 147 |  $GS | GOLDMAN SACHS GROUP INC | $27,113 | 0.0% | +0% | — |
| 148 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $27,042 | 0.0% | +0% | 75.1 |
| 149 | — | ISHARES TR | $26,635 | 0.0% | -93% | — |
| 150 | — | Life & Banc Split Corp | $26,600 | 0.0% | +0% | — |
| 151 | — | VANGUARD INDEX FDS | $26,282 | 0.0% | +0% | — |
| 152 | $GS | GOLDMAN SACHS GROUP INC | $25,145 | 0.0% | NEW | — |
| 153 | — | SCHWAB STRATEGIC TR | $24,911 | 0.0% | +0% | — |
| 154 |  $VLO | VALERO ENERGY CORP/TX | $24,708 | 0.0% | +0% | 51.4 |
| 155 | — | FIRST TR EXCHANGE TRAD FD VI | $24,662 | 0.0% | NEW | — |
| 156 |  $MDLZ | Mondelez International, Inc. | $24,036 | 0.0% | +0% | 53.9 |
| 157 | — | VANGUARD INDEX FDS | $23,835 | 0.0% | -11% | — |
| 158 | — | ISHARES TR | $22,414 | 0.0% | +0% | — |
| 159 |  $SRE | SEMPRA | $21,960 | 0.0% | +0% | 47.6 |
| 160 |  $DD | DuPont de Nemours, Inc. | $21,618 | 0.0% | +0% | 31.1 |
| 161 |  $GEHC | GE HealthCare Technologies Inc. | $20,493 | 0.0% | +0% | 58.2 |
| 162 | — | ISHARES TR | $20,272 | 0.0% | -98% | — |
| 163 | — | SPDR SER TR | $19,702 | 0.0% | +0% | — |
| 164 | — | ISHARES TR | $19,215 | 0.0% | -3% | — |
| 165 | — | DIMENSIONAL ETF TRUST | $18,725 | 0.0% | +0% | — |
| 166 |  $DOW | DOW INC. | $17,785 | 0.0% | +0% | 38 |
| 167 |  $GLD | SPDR GOLD TRUST | $17,642 | 0.0% | +0% | — |
| 168 |  $IVZ | Invesco Ltd. | $17,614 | 0.0% | NEW | — |
| 169 |  $AVGO | Broadcom Inc. | $17,023 | 0.0% | NEW | 86.4 |
| 170 |  $HON | HONEYWELL INTERNATIONAL INC | $16,952 | 0.0% | +0% | 65.7 |
| 171 |  $LVS | LAS VEGAS SANDS CORP | $16,164 | 0.0% | +0% | 73.7 |
| 172 |  $AKAM | AKAMAI TECHNOLOGIES INC | $15,981 | 0.0% | -18% | 62 |
| 173 | — | VANGUARD WHITEHALL FDS | $14,810 | 0.0% | +0% | — |
| 174 |  $PYPL | PayPal Holdings, Inc. | $14,052 | 0.0% | +0% | 70.5 |
| 175 | — | SCHWAB STRATEGIC TR | $13,965 | 0.0% | +0% | — |
| 176 | — | SCHWAB STRATEGIC TR | $13,695 | 0.0% | +0% | — |
| 177 | — | SCHWAB STRATEGIC TR | $13,607 | 0.0% | +0% | — |
| 178 |  $ABT | ABBOTT LABORATORIES | $13,552 | 0.0% | NEW | 67 |
| 179 |  $EMR | EMERSON ELECTRIC CO | $12,447 | 0.0% | +0% | 65.9 |
| 180 |  $SHEL | Shell plc | $12,090 | 0.0% | +0% | — |
| 181 |  $LIN | LINDE PLC | $11,402 | 0.0% | +0% | — |
| 182 | — | VANGUARD SPECIALIZED FUNDS | $11,294 | 0.0% | +2% | — |
| 183 | — | GRANITESHARES ETF TR | $10,886 | 0.0% | +0% | — |
| 184 |  $IR | Ingersoll Rand Inc. | $10,576 | 0.0% | +0% | 55.4 |
| 185 |  $AMBA | AMBARELLA INC | $10,295 | 0.0% | NEW | 38.5 |
| 186 |  $KVUE | Kenvue Inc. | $9,827 | 0.0% | +0% | 60.2 |
| 187 | — | SCHWAB STRATEGIC TR | $9,792 | 0.0% | +0% | — |
| 188 | — | SCHWAB STRATEGIC TR | $9,780 | 0.0% | +0% | — |
| 189 | — | ISHARES TR | $9,424 | 0.0% | +0% | — |
| 190 |  $C | CITIGROUP INC | $8,279 | 0.0% | NEW | 54.8 |
| 191 |  $VAC | MARRIOTT VACATIONS WORLDWIDE Corp | $7,814 | 0.0% | +0% | 46.2 |
| 192 |  $VLTO | Veralto Corp | $7,604 | 0.0% | +0% | 74.4 |
| 193 |  $ETR | ENTERGY CORP /DE/ | $7,416 | 0.0% | +0% | 65.1 |
| 194 |  $WT | WisdomTree, Inc. | $7,009 | 0.0% | +0% | 62.9 |
| 195 |  $ASML | ASML HOLDING NV | $6,604 | 0.0% | +0% | — |
| 196 |  $WFC | WELLS FARGO & COMPANY/MN | $6,528 | 0.0% | -55% | — |
| 197 | — | VANGUARD SCOTTSDALE FDS | $6,150 | 0.0% | -91% | — |
| 198 |  $ARM | ARM HOLDINGS PLC /UK | $6,051 | 0.0% | NEW | — |
| 199 |  $ETN | Eaton Corp plc | $5,723 | 0.0% | +0% | — |
| 200 |  $SLV | iShares Silver Trust | $5,451 | 0.0% | NEW | — |
| 201 |  $RIVN | Rivian Automotive, Inc. / DE | $5,268 | 0.0% | +0% | 36 |
| 202 |  $AEG | AEGON LTD. | $5,184 | 0.0% | +0% | — |
| 203 |  $PGR | PROGRESSIVE CORP/OH/ | $5,154 | 0.0% | +0% | 83.6 |
| 204 | — | ISHARES TR | $4,827 | 0.0% | +0% | — |
| 205 |  $CC | Chemours Co | $4,406 | 0.0% | +0% | 36.5 |
| 206 | — | ARITZIA INC-SUBORDINATE VOTI | $4,080 | 0.0% | NEW | — |
| 207 |  $BLK | BlackRock, Inc. | $3,847 | 0.0% | NEW | 70.3 |
| 208 |  $ANET | Arista Networks, Inc. | $3,683 | 0.0% | NEW | 86 |
| 209 |  $CRSP | CRISPR Therapeutics AG | $3,568 | 0.0% | NEW | 4.5 |
| 210 |  $BX | Blackstone Inc. | $3,335 | 0.0% | NEW | 68 |
| 211 |  $MSTR | Strategy Inc | $3,120 | 0.0% | +0% | 25.4 |
| 212 |  $CARR | CARRIER GLOBAL Corp | $3,066 | 0.0% | +0% | 61.5 |
| 213 |  $QSI | Quantum-Si Inc | $2,848 | 0.0% | +0% | 21.2 |
| 214 |  $NTRS | NORTHERN TRUST CORP | $2,791 | 0.0% | +0% | 71.8 |
| 215 | — | ISHARES TR | $2,761 | 0.0% | -99% | — |
| 216 |  $HD | HOME DEPOT, INC. | $2,631 | 0.0% | +0% | 69.2 |
| 217 |  $CRWV | CoreWeave, Inc. | $2,324 | 0.0% | NEW | 46.5 |
| 218 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2,249 | 0.0% | +0% | 70.8 |
| 219 | — | DIMENSIONAL ETF TRUST | $2,242 | 0.0% | +0% | — |
| 220 |  $OTIS | Otis Worldwide Corp | $2,106 | 0.0% | +0% | 60.3 |
| 221 | — | BYD CO LTD-UNSPONSORED ADR | $2,045 | 0.0% | NEW | — |
| 222 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2,015 | 0.0% | +0% | 66.3 |
| 223 |  $EQT | EQT Corp | $1,591 | 0.0% | +0% | 83.3 |
| 224 |  $QBTS | D-Wave Quantum Inc. | $1,443 | 0.0% | NEW | 24.7 |
| 225 |  $AEVA | Aeva Technologies, Inc. | $1,316 | 0.0% | NEW | 22.8 |
| 226 |  $ACB | AURORA CANNABIS INC | $1,308 | 0.0% | +0% | — |
| 227 |  $CRNC | Cerence Inc. | $1,262 | 0.0% | NEW | 47.5 |
| 228 |  $KD | Kyndryl Holdings, Inc. | $1,207 | 0.0% | +0% | 46 |
| 229 |  $DEO | DIAGEO PLC | $1,191 | 0.0% | +0% | — |
| 230 |  $XRAY | DENTSPLY SIRONA Inc. | $1,160 | 0.0% | +0% | 37 |
| 231 |  $NVRI | ENVIRI Corp | $1,099 | 0.0% | +0% | 35.6 |
| 232 |  $VTRS | Viatris Inc | $1,000 | 0.0% | +0% | 47.1 |
| 233 |  $ADBE | ADOBE INC. | $972 | 0.0% | +0% | 80.4 |
| 234 | — | AMPLIFY ETF TR | $783 | 0.0% | +0% | — |
| 235 |  $CE | Celanese Corp | $723 | 0.0% | NEW | 38.3 |
| 236 |  $BYND | BEYOND MEAT, INC. | $561 | 0.0% | +0% | 13.1 |
| 237 | — | DIMENSIONAL ETF TRUST | $532 | 0.0% | +0% | — |
| 238 | $IVZ | Invesco Ltd. | $475 | 0.0% | +0% | — |
| 239 |  $ALLO | Allogene Therapeutics, Inc. | $468 | 0.0% | +0% | — |
| 240 |  $CGC | Canopy Growth Corp | $380 | 0.0% | +0% | 20.1 |
| 241 |  $DNOW | DNOW Inc. | $369 | 0.0% | +0% | 49.6 |
| 242 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $129 | 0.0% | +0% | 66.3 |
| 243 |  $OGN | Organon & Co. | $120 | 0.0% | +0% | 55.1 |
New Positions (22)
$CME CME GROUP INC.$147,084$CAH CARDINAL HEALTH INC$42,262 SPDR SERIES TRUST$40,202
$ADM Archer-Daniels-Midland Co$36,345 FIRST TR EXCHANGE TRAD FD VI$24,662
$AVGO Broadcom Inc.$17,023$ABT ABBOTT LABORATORIES$13,552$AMBA AMBARELLA INC$10,295$C CITIGROUP INC$8,279$ARM ARM HOLDINGS PLC /UK$6,051$SLV iShares Silver Trust$5,451 ARITZIA INC-SUBORDINATE VOTI$4,080
$BLK BlackRock, Inc.$3,847$ANET Arista Networks, Inc.$3,683$CRSP CRISPR Therapeutics AG$3,568Exited Positions (2)
$KR KROGER CO TIDAL TR II
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