Corient IA LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2058426
Institutional-grade research for retail investors
13F Reported Value
ⓘ$106.4M
Holdings
279
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Corient IA LLC disclosed 279 positions worth $106.4M in its Form 13F-HR for Q1 2026, led by $HWM (Howmet Aerospace Inc.) at 2.5% of the equity portfolio, followed by $PANW and $ASML. During the quarter the fund opened 80 new positions and exited 7 — including a new stake in $SPY and a full exit from $CYBR. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from Corient IA LLC’s Form 13F-HR filing with the SEC under CIK 2058426.
AI Fund Analysis
StableSector Allocation
TechnologyIndustrialsHealthcareMaterialsConsumer DiscretionaryCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.1#62
Quality
$2.6M11,290 sh - 66.5#517
Quality
$2.4M15,134 sh - —
Quality
$1.9M1,453 sh - 90.2
Quality
$1.9M10,780 sh - —
Quality
$1.8M2,750 sh - 71.3
Quality
$1.7M20,650 sh - 63.2
Quality
$1.5M12,000 sh - 59.9
Quality
$1.4M1,872 sh - 86.7
Quality
$1.2M12,900 sh - 85.8
Quality
$1.2M8,070 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Howmet Aerospace Inc.$HWM | 79.1#62 | $2.6M | 11,290 |
 Palo Alto Networks Inc$PANW | 66.5#517 | $2.4M | 15,134 |
 ASML HOLDING NV$ASML | — | $1.9M | 1,453 |
 NVIDIA CORP$NVDA | 90.2 | $1.9M | 10,780 |
 SPDR S&P 500 ETF TRUST$SPY | — | $1.8M | 2,750 |
 NEW YORK TIMES CO$NYT | 71.3 | $1.7M | 20,650 |
 Walmart Inc.$WMT | 63.2 | $1.5M | 12,000 |
 CASEYS GENERAL STORES INC$CASY | 59.9 | $1.4M | 1,872 |
 NETFLIX INC$NFLX | 86.7 | $1.2M | 12,900 |
 Palantir Technologies Inc.$PLTR | 85.8 | $1.2M | 8,070 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Corient IA LLC's 279 positions.
Showing top 10 of 279 holdings.
Sector Allocation
Technology
$29.2M
Industrials
$25.0M
Healthcare
$10.9M
Materials
$10.5M
Consumer Discretionary
$8.7M
Communication Services
$5.5M
Financials
$5.1M
Utilities
$3.7M
Full Holdings — Corient IA LLC (Q1 2026)
All 279 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 | $HWM | Howmet Aerospace Inc. | $2.6M | 2.5% | -19% | 79.1 |
| 2 | $PANW | Palo Alto Networks Inc | $2.4M | 2.3% | +40% | 66.5 |
| 3 | $ASML | ASML HOLDING NV | $1.9M | 1.8% | -8% | — |
| 4 | $NVDA | NVIDIA CORP | $1.9M | 1.8% | -6% | 90.2 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 1.7% | NEW | — |
| 6 | $NYT | NEW YORK TIMES CO | $1.7M | 1.6% | +195% | 71.3 |
| 7 | $WMT | Walmart Inc. | $1.5M | 1.4% | -11% | 63.2 |
| 8 | $CASY | CASEYS GENERAL STORES INC | $1.4M | 1.3% | -11% | 59.9 |
| 9 | $NFLX | NETFLIX INC | $1.2M | 1.2% | -19% | 86.7 |
| 10 | $PLTR | Palantir Technologies Inc. | $1.2M | 1.1% | -19% | 85.8 |
| 11 |  $ISRG | INTUITIVE SURGICAL INC | $1.1M | 1.1% | -20% | 81.4 |
| 12 |  $CW | CURTISS WRIGHT CORP | $1.1M | 1.0% | -19% | 70.7 |
| 13 |  $EMBJ | EMBRAER S.A. | $1.1M | 1.0% | -10% | — |
| 14 |  $AVGO | Broadcom Inc. | $996,622 | 0.9% | -20% | 86.4 |
| 15 |  $TT | Trane Technologies plc | $912,661 | 0.9% | -19% | — |
| 16 |  $TSLA | Tesla, Inc. | $899,635 | 0.8% | -19% | 50.1 |
| 17 |  $PWR | QUANTA SERVICES, INC. | $889,412 | 0.8% | -19% | 62.6 |
| 18 |  $RACE | Ferrari N.V. | $859,663 | 0.8% | -10% | — |
| 19 |  $LITE | Lumentum Holdings Inc. | $857,367 | 0.8% | -19% | 63.4 |
| 20 |  $JBL | JABIL INC | $855,329 | 0.8% | -20% | 51.9 |
| 21 |  $ABBV | AbbVie Inc. | $843,209 | 0.8% | -11% | 59.3 |
| 22 |  $MSFT | MICROSOFT CORP | $825,479 | 0.8% | -11% | 83.7 |
| 23 |  $AMD | ADVANCED MICRO DEVICES INC | $822,874 | 0.8% | -19% | 78.8 |
| 24 |  $SHOP | SHOPIFY INC. | $775,775 | 0.7% | -11% | — |
| 25 |  $GOOGL | Alphabet Inc. | $757,310 | 0.7% | +164% | 80.2 |
| 26 |  $TSEM | TOWER SEMICONDUCTOR LTD | $701,920 | 0.7% | NEW | — |
| 27 |  $AMAT | APPLIED MATERIALS INC /DE | $693,834 | 0.7% | -19% | 74.8 |
| 28 |  $AMZN | AMAZON COM INC | $670,629 | 0.6% | -20% | 74.6 |
| 29 |  $LIN | LINDE PLC | $654,403 | 0.6% | +0% | — |
| 30 |  $CCJ | CAMECO CORP | $647,316 | 0.6% | +0% | — |
| 31 |  $YOU | Clear Secure, Inc. | $640,948 | 0.6% | -11% | 74 |
| 32 |  $ITT | ITT INC. | $632,560 | 0.6% | -17% | 63.1 |
| 33 |  $LLY | ELI LILLY & Co | $616,246 | 0.6% | +253% | 89.3 |
| 34 |  $B | BARRICK MINING CORP | $602,060 | 0.6% | -7% | — |
| 35 |  $PH | Parker-Hannifin Corp | $591,754 | 0.6% | -11% | 73.8 |
| 36 |  $URI | UNITED RENTALS, INC. | $590,134 | 0.6% | -19% | 70.7 |
| 37 |  $LRCX | LAM RESEARCH CORP | $587,565 | 0.6% | NEW | 82.4 |
| 38 |  $NVT | nVent Electric plc | $578,389 | 0.5% | -19% | — |
| 39 |  $HEI | HEICO CORP | $556,626 | 0.5% | -19% | 79.2 |
| 40 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $552,614 | 0.5% | -19% | 60.5 |
| 41 |  $GLW | CORNING INC /NY | $549,319 | 0.5% | -19% | 72.7 |
| 42 |  $WDC | WESTERN DIGITAL CORP | $549,095 | 0.5% | -19% | 76.8 |
| 43 |  $TS | TENARIS SA | $542,819 | 0.5% | +0% | — |
| 44 |  $TDY | TELEDYNE TECHNOLOGIES INC | $538,459 | 0.5% | -11% | 70.2 |
| 45 |  $JPM | JPMORGAN CHASE & CO | $523,605 | 0.5% | -11% | 35.6 |
| 46 |  $AXON | AXON ENTERPRISE, INC. | $518,122 | 0.5% | -19% | 55.6 |
| 47 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $514,260 | 0.5% | -10% | — |
| 48 |  $BKNG | Booking Holdings Inc. | $505,238 | 0.5% | -20% | 55.3 |
| 49 |  $XYL | Xylem Inc. | $504,290 | 0.5% | -16% | 65.6 |
| 50 |  $BN | BROOKFIELD Corp /ON/ | $502,840 | 0.5% | -5% | — |
| 51 |  $BAM | Brookfield Asset Management Ltd. | $500,063 | 0.5% | -8% | — |
| 52 |  $BIDU | Baidu, Inc. | $498,047 | 0.5% | -2% | — |
| 53 |  $W | Wayfair Inc. | $494,882 | 0.5% | -12% | 40.5 |
| 54 |  $GILD | GILEAD SCIENCES, INC. | $493,370 | 0.5% | -12% | 77.8 |
| 55 |  $HSBC | HSBC HOLDINGS PLC | $491,640 | 0.5% | +0% | — |
| 56 |  $VMI | VALMONT INDUSTRIES INC | $487,475 | 0.5% | -19% | 60.1 |
| 57 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $479,936 | 0.5% | -9% | — |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $479,200 | 0.5% | NEW | 64.5 |
| 59 |  $RTX | RTX Corp | $477,042 | 0.5% | -18% | 70 |
| 60 |  $MLM | MARTIN MARIETTA MATERIALS INC | $476,831 | 0.5% | -19% | 67.6 |
| 61 |  $CRWD | CrowdStrike Holdings, Inc. | $476,300 | 0.5% | -19% | 55 |
| 62 |  $PHM | PULTEGROUP INC/MI/ | $475,144 | 0.5% | -19% | 65.1 |
| 63 |  $OSK | OSHKOSH CORP | $474,016 | 0.5% | -20% | 53 |
| 64 |  $WTS | WATTS WATER TECHNOLOGIES INC | $470,270 | 0.4% | -19% | 70.7 |
| 65 |  $TEX | TEREX CORP | $467,777 | 0.4% | NEW | 49.9 |
| 66 |  $ACLS | AXCELIS TECHNOLOGIES INC | $465,400 | 0.4% | NEW | 50.3 |
| 67 |  $UBS | UBS Group AG | $464,542 | 0.4% | +0% | — |
| 68 |  $CLH | CLEAN HARBORS INC | $464,503 | 0.4% | -19% | 56.3 |
| 69 |  $META | Meta Platforms, Inc. | $463,425 | 0.4% | -10% | 80.9 |
| 70 |  $NVS | NOVARTIS AG | $462,833 | 0.4% | +0% | — |
| 71 |  $FTNT | Fortinet, Inc. | $461,718 | 0.4% | -19% | 78.1 |
| 72 |  $LNG | Cheniere Energy, Inc. | $459,691 | 0.4% | -19% | 48.4 |
| 73 |  $CF | CF Industries Holdings, Inc. | $459,634 | 0.4% | -12% | 76.8 |
| 74 |  $DE | DEERE & CO | $456,273 | 0.4% | -19% | 57.4 |
| 75 |  $AZN | ASTRAZENECA PLC | $448,374 | 0.4% | -50% | — |
| 76 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $446,094 | 0.4% | +0% | — |
| 77 |  $SNA | Snap-on Inc | $443,128 | 0.4% | -19% | 69.3 |
| 78 |  $ROK | ROCKWELL AUTOMATION, INC | $437,834 | 0.4% | -19% | 68.2 |
| 79 |  $STLD | STEEL DYNAMICS INC | $435,600 | 0.4% | -19% | 56 |
| 80 |  $IMO | IMPERIAL OIL LTD | $434,322 | 0.4% | +0% | — |
| 81 |  $GLD | SPDR GOLD TRUST | $430,290 | 0.4% | NEW | — |
| 82 |  $ADI | ANALOG DEVICES INC | $426,308 | 0.4% | -11% | 76.2 |
| 83 |  $TDAY | USA TODAY Co., Inc. | $423,000 | 0.4% | NEW | 48.4 |
| 84 |  $NOW | ServiceNow, Inc. | $422,382 | 0.4% | -19% | 76 |
| 85 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $421,697 | 0.4% | -5% | — |
| 86 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $421,083 | 0.4% | -19% | 66.5 |
| 87 |  $IDXX | IDEXX LABORATORIES INC /DE | $418,608 | 0.4% | -10% | 73.6 |
| 88 |  $FIX | COMFORT SYSTEMS USA INC | $413,697 | 0.4% | NEW | 79.5 |
| 89 |  $TM | TOYOTA MOTOR CORP/ | $410,119 | 0.4% | +0% | — |
| 90 |  $DMAC | DiaMedica Therapeutics Inc. | $406,200 | 0.4% | NEW | — |
| 91 |  $ALV | AUTOLIV INC | $405,918 | 0.4% | -13% | 56.9 |
| 92 |  $ECL | ECOLAB INC. | $401,690 | 0.4% | -11% | 64.3 |
| 93 |  $WELL | WELLTOWER INC. | $401,351 | 0.4% | -19% | 75.7 |
| 94 |  $SYK | STRYKER CORP | $400,880 | 0.4% | -19% | 69.8 |
| 95 |  $FSLR | FIRST SOLAR, INC. | $400,438 | 0.4% | -19% | 73.8 |
| 96 |  $SU | SUNCOR ENERGY INC | $394,016 | 0.4% | +0% | — |
| 97 |  $SPOT | Spotify Technology S.A. | $392,777 | 0.4% | -19% | — |
| 98 |  $RIO | RIO TINTO PLC | $389,019 | 0.4% | +0% | — |
| 99 |  $WM | WASTE MANAGEMENT INC | $372,260 | 0.3% | -19% | 70.7 |
| 100 |  $AVAV | AeroVironment Inc | $371,592 | 0.3% | -19% | 42.1 |
| 101 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $369,646 | 0.3% | -19% | 75.4 |
| 102 |  $LYV | Live Nation Entertainment, Inc. | $369,074 | 0.3% | -19% | 55 |
| 103 |  $BMI | BADGER METER INC | $368,687 | 0.3% | -19% | 71.6 |
| 104 |  $DHI | HORTON D R INC /DE/ | $365,005 | 0.3% | -11% | 54.6 |
| 105 |  $OC | Owens Corning | $364,701 | 0.3% | -16% | 47.3 |
| 106 |  $ORA | ORMAT TECHNOLOGIES, INC. | $360,382 | 0.3% | -20% | 53.5 |
| 107 |  $PCAR | PACCAR INC | $358,050 | 0.3% | -11% | 56.5 |
| 108 |  $SLF | SUN LIFE FINANCIAL INC | $357,218 | 0.3% | +0% | — |
| 109 |  $TJX | TJX COMPANIES INC /DE/ | $356,131 | 0.3% | -11% | 70.7 |
| 110 |  $RSG | REPUBLIC SERVICES, INC. | $354,812 | 0.3% | -19% | 72 |
| 111 |  $BSX | BOSTON SCIENTIFIC CORP | $354,538 | 0.3% | -19% | 79.9 |
| 112 |  $NTRA | Natera, Inc. | $349,983 | 0.3% | -13% | 46.4 |
| 113 |  $ACA | Arcosa, Inc. | $349,944 | 0.3% | -11% | 61.3 |
| 114 |  $DRI | DARDEN RESTAURANTS INC | $348,951 | 0.3% | -11% | 68.6 |
| 115 |  $IBIT | iShares Bitcoin Trust ETF | $345,780 | 0.3% | NEW | — |
| 116 |  $CCL | Carnival Corp Ltd. | $344,722 | 0.3% | -11% | — |
| 117 |  $NUE | NUCOR CORP | $343,273 | 0.3% | -19% | 58.9 |
| 118 |  $CNX | CNX Resources Corp | $342,710 | 0.3% | -11% | 62 |
| 119 |  $FMS | Fresenius Medical Care AG | $338,400 | 0.3% | +0% | 59.9 |
| 120 |  $SCI | SERVICE CORP INTERNATIONAL | $333,340 | 0.3% | -19% | 54.8 |
| 121 |  $GSK | GSK plc | $329,484 | 0.3% | +0% | — |
| 122 |  $PHG | KONINKLIJKE PHILIPS NV | $325,786 | 0.3% | +0% | — |
| 123 |  $RY | ROYAL BANK OF CANADA | $321,942 | 0.3% | +0% | — |
| 124 | — | Vanguard FTSE Developed Mkts E | $320,400 | 0.3% | NEW | — |
| 125 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $319,950 | 0.3% | -19% | 47.2 |
| 126 |  $DPZ | DOMINOS PIZZA INC | $319,323 | 0.3% | -11% | 69.8 |
| 127 |  $TLN | Talen Energy Corp | $319,230 | 0.3% | NEW | 66.5 |
| 128 |  $MRVL | Marvell Technology, Inc. | $318,941 | 0.3% | -20% | 77.3 |
| 129 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $317,877 | 0.3% | -19% | 62 |
| 130 |  $UBER | Uber Technologies, Inc | $317,211 | 0.3% | -12% | 79.3 |
| 131 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $316,548 | 0.3% | -19% | 68.1 |
| 132 |  $AMGN | AMGEN INC | $313,147 | 0.3% | -11% | 79.5 |
| 133 |  $MT | ArcelorMittal | $310,321 | 0.3% | +0% | — |
| 134 |  $LH | LABCORP HOLDINGS INC. | $309,500 | 0.3% | -11% | 54.8 |
| 135 |  $AGCO | AGCO CORP /DE | $308,214 | 0.3% | -11% | 50.7 |
| 136 |  $SNY | Sanofi | $307,870 | 0.3% | +0% | — |
| 137 |  $RCI | ROGERS COMMUNICATIONS INC | $307,216 | 0.3% | +0% | — |
| 138 | — | Energy Sector SPDR ETF | $306,300 | 0.3% | NEW | — |
| 139 |  $CRM | Salesforce, Inc. | $302,405 | 0.3% | -19% | 75.2 |
| 140 |  $UL | UNILEVER PLC | $301,770 | 0.3% | +0% | — |
| 141 |  $NEE | NEXTERA ENERGY INC | $299,074 | 0.3% | -20% | 71.7 |
| 142 |  $WCN | Waste Connections, Inc. | $298,890 | 0.3% | -39% | — |
| 143 |  $SHEL | Shell plc | $297,600 | 0.3% | +0% | — |
| 144 |  $DAL | DELTA AIR LINES, INC. | $295,171 | 0.3% | -11% | 64.4 |
| 145 |  $FLS | FLOWSERVE CORP | $294,040 | 0.3% | -11% | 66.2 |
| 146 |  $BCO | BRINKS CO | $292,237 | 0.3% | -19% | 52 |
| 147 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $290,431 | 0.3% | +0% | — |
| 148 |  $LNN | LINDSAY CORP | $288,149 | 0.3% | -19% | 41.2 |
| 149 |  $SAP | SAP SE | $284,209 | 0.3% | +0% | — |
| 150 |  $J | JACOBS SOLUTIONS INC. | $283,834 | 0.3% | -11% | 47.7 |
| 151 |  $FLUT | Flutter Entertainment plc | $283,013 | 0.3% | -11% | — |
| 152 |  $EXPE | Expedia Group, Inc. | $281,686 | 0.3% | -19% | 65.7 |
| 153 |  $PNR | PENTAIR plc | $280,494 | 0.3% | -20% | — |
| 154 |  $BP | BP PLC | $280,120 | 0.3% | +0% | — |
| 155 |  $SITM | SITIME Corp | $276,280 | 0.3% | NEW | 44.6 |
| 156 |  $AWK | American Water Works Company, Inc. | $276,263 | 0.3% | -19% | 61.7 |
| 157 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $275,578 | 0.3% | +0% | — |
| 158 |  $ONON | On Holding AG | $271,820 | 0.3% | -11% | — |
| 159 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $264,852 | 0.3% | -16% | 68.8 |
| 160 |  $PLNT | Planet Fitness, Inc. | $263,305 | 0.3% | -12% | 69.2 |
| 161 |  $TER | TERADYNE, INC | $262,367 | 0.3% | NEW | 74.6 |
| 162 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $261,151 | 0.3% | +0% | — |
| 163 |  $EW | Edwards Lifesciences Corp | $257,858 | 0.2% | -20% | 67.6 |
| 164 |  $WMB | WILLIAMS COMPANIES, INC. | $257,641 | 0.2% | -12% | 72.8 |
| 165 |  $RYZ | Ryerson Holding Corp | $256,474 | 0.2% | NEW | 43.2 |
| 166 |  $RRX | REGAL REXNORD CORP | $250,928 | 0.2% | -11% | 53.8 |
| 167 | — | iShares Core S&P Small Cap ETF | $248,620 | 0.2% | NEW | — |
| 168 |  $MLI | MUELLER INDUSTRIES INC | $247,084 | 0.2% | -11% | 77.5 |
| 169 |  $MWA | Mueller Water Products, Inc. | $244,661 | 0.2% | -11% | 64.7 |
| 170 |  $MAS | MASCO CORP /DE/ | $243,895 | 0.2% | -19% | 59.9 |
| 171 |  $BWA | BORGWARNER INC | $241,023 | 0.2% | NEW | 57.2 |
| 172 |  $CHDN | Churchill Downs Inc | $238,948 | 0.2% | -11% | 65.5 |
| 173 |  $ITRI | ITRON, INC. | $238,416 | 0.2% | -11% | 64.4 |
| 174 |  $MASI | MASIMO CORP | $238,346 | 0.2% | NEW | 47.1 |
| 175 |  $ULTA | Ulta Beauty, Inc. | $237,833 | 0.2% | -9% | 66.6 |
| 176 |  $XPO | XPO, Inc. | $237,351 | 0.2% | -19% | 55.3 |
| 177 |  $BX | Blackstone Inc. | $233,430 | 0.2% | -19% | 68 |
| 178 |  $NXPI | NXP Semiconductors N.V. | $232,295 | 0.2% | +0% | — |
| 179 |  $A | AGILENT TECHNOLOGIES, INC. | $231,379 | 0.2% | -19% | 64.6 |
| 180 |  $DHR | DANAHER CORP /DE/ | $231,312 | 0.2% | -19% | 63.9 |
| 181 |  $RDY | DR REDDYS LABORATORIES LTD | $229,079 | 0.2% | +0% | — |
| 182 |  $VMC | Vulcan Materials CO | $228,732 | 0.2% | -12% | 66.6 |
| 183 |  $ALC | ALCON INC | $224,543 | 0.2% | +0% | — |
| 184 |  $UFPI | UFP INDUSTRIES INC | $222,930 | 0.2% | -19% | 52.7 |
| 185 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $222,737 | 0.2% | -19% | 66.5 |
| 186 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $219,705 | 0.2% | -19% | 60.7 |
| 187 |  $BEPC | Brookfield Renewable Corp | $217,709 | 0.2% | -11% | — |
| 188 |  $BHP | BHP Group Ltd | $216,765 | 0.2% | NEW | — |
| 189 |  $ADBE | ADOBE INC. | $216,341 | 0.2% | -11% | 80.4 |
| 190 | — | Vanguard FTSE Emerging Mkts ET | $216,200 | 0.2% | NEW | — |
| 191 |  $VLTO | Veralto Corp | $215,745 | 0.2% | -19% | 74.4 |
| 192 |  $CPRT | COPART INC | $214,472 | 0.2% | -19% | 74.9 |
| 193 |  $TDG | TransDigm Group INC | $208,613 | 0.2% | -10% | 75.4 |
| 194 |  $LDOS | Leidos Holdings, Inc. | $208,397 | 0.2% | -11% | 73.4 |
| 195 |  $BNS | BANK OF NOVA SCOTIA | $206,544 | 0.2% | +0% | — |
| 196 |  $QRVO | Qorvo, Inc. | $205,884 | 0.2% | -11% | 64.3 |
| 197 |  $AAPL | Apple Inc. | $205,570 | 0.2% | -19% | 76.1 |
| 198 |  $OTIS | Otis Worldwide Corp | $205,033 | 0.2% | -11% | 60.3 |
| 199 |  $BMO | BANK OF MONTREAL /CAN/ | $203,010 | 0.2% | NEW | — |
| 200 |  $DXCM | DEXCOM INC | $202,216 | 0.2% | -20% | 77.9 |
| 201 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $201,310 | 0.2% | -11% | 64.4 |
| 202 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $196,612 | 0.2% | -20% | 63.7 |
| 203 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $196,478 | 0.2% | -12% | 76.6 |
| 204 |  $RMBS | RAMBUS INC | $191,847 | 0.2% | -11% | 75.2 |
| 205 |  $EAT | BRINKER INTERNATIONAL, INC | $191,312 | 0.2% | -11% | 74.7 |
| 206 |  $FWONA | Liberty Media Corp | $189,595 | 0.2% | -11% | 51 |
| 207 |  $GNRC | GENERAC HOLDINGS INC. | $189,470 | 0.2% | NEW | 58.2 |
| 208 |  $SNN | SMITH & NEPHEW PLC | $189,409 | 0.2% | NEW | — |
| 209 |  $SM | SM Energy Co | $188,951 | 0.2% | NEW | 66.6 |
| 210 |  $FLR | FLUOR CORP | $188,466 | 0.2% | NEW | 66.2 |
| 211 |  $BABA | Alibaba Group Holding Ltd | $188,190 | 0.2% | +0% | — |
| 212 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $186,081 | 0.2% | -11% | 65.9 |
| 213 |  $NET | Cloudflare, Inc. | $183,643 | 0.2% | NEW | 52.6 |
| 214 |  $ABT | ABBOTT LABORATORIES | $182,753 | 0.2% | -11% | 67 |
| 215 |  $FFIV | F5, INC. | $182,278 | 0.2% | NEW | 70 |
| 216 |  $WDFC | WD 40 CO | $181,507 | 0.2% | NEW | 54.1 |
| 217 |  $ADP | AUTOMATIC DATA PROCESSING INC | $180,830 | 0.2% | -11% | 77.9 |
| 218 |  $ZM | Zoom Communications, Inc. | $179,270 | 0.2% | -11% | 72.4 |
| 219 |  $WTRG | Essential Utilities, Inc. | $178,799 | 0.2% | NEW | 70.9 |
| 220 |  $EQIX | EQUINIX INC | $176,443 | 0.2% | NEW | 61.4 |
| 221 |  $TR | TOOTSIE ROLL INDUSTRIES INC | $175,836 | 0.2% | NEW | 55.8 |
| 222 |  $BLD | QXO Insulation, LLC | $175,650 | 0.2% | NEW | 62 |
| 223 |  $ENB | ENBRIDGE INC | $173,248 | 0.2% | NEW | — |
| 224 |  $IBN | ICICI BANK LTD | $171,458 | 0.2% | NEW | — |
| 225 |  $NVO | NOVO NORDISK A S | $170,153 | 0.2% | +0% | — |
| 226 |  $ROKU | ROKU, INC | $168,424 | 0.2% | -11% | 60.5 |
| 227 |  $CRSP | CRISPR Therapeutics AG | $168,398 | 0.2% | -12% | 4.5 |
| 228 |  $TD | TORONTO DOMINION BANK | $167,025 | 0.2% | NEW | — |
| 229 |  $MIR | Mirion Technologies, Inc. | $165,265 | 0.2% | -11% | 51.1 |
| 230 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $165,257 | 0.2% | NEW | 55.4 |
| 231 |  $YETI | YETI Holdings, Inc. | $162,460 | 0.1% | -11% | 54.8 |
| 232 |  $ETN | Eaton Corp plc | $157,375 | 0.1% | NEW | — |
| 233 |  $RBLX | Roblox Corp | $156,106 | 0.1% | -11% | 53.7 |
| 234 |  $APTV | Aptiv PLC | $154,851 | 0.1% | NEW | — |
| 235 |  $ALGN | ALIGN TECHNOLOGY INC | $152,573 | 0.1% | NEW | 58.2 |
| 236 |  $GATX | GATX CORP | $151,959 | 0.1% | NEW | 71 |
| 237 |  $PEN | Penumbra Inc | $144,483 | 0.1% | NEW | 69.7 |
| 238 |  $TRN | TRINITY INDUSTRIES INC | $142,879 | 0.1% | NEW | 47.5 |
| 239 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $139,075 | 0.1% | NEW | 75.1 |
| 240 |  $PHIN | PHINIA INC. | $138,933 | 0.1% | NEW | 56.6 |
| 241 |  $IOT | Samsara Inc. | $137,852 | 0.1% | NEW | 61.3 |
| 242 | — | iShares Core S&P Mid-Cap ETF | $135,060 | 0.1% | NEW | — |
| 243 |  $HOLX | HOLOGIC INC | $134,550 | 0.1% | NEW | 62.3 |
| 244 |  $AESI | Atlas Energy Solutions Inc. | $131,200 | 0.1% | NEW | 29.9 |
| 245 |  $AMPH | Amphastar Pharmaceuticals, Inc. | $130,665 | 0.1% | -11% | 55 |
| 246 |  $BOX | BOX INC | $126,001 | 0.1% | NEW | 61.7 |
| 247 |  $FOA | Finance of America Companies Inc. | $124,500 | 0.1% | NEW | 39.6 |
| 248 |  $XYZ | Block, Inc. | $122,165 | 0.1% | NEW | 60.3 |
| 249 |  $SHAK | Shake Shack Inc. | $118,550 | 0.1% | NEW | 54.5 |
| 250 |  $PLD | Prologis, Inc. | $117,640 | 0.1% | NEW | 67.5 |
| 251 |  $WDAY | Workday, Inc. | $115,629 | 0.1% | -11% | 74.2 |
| 252 |  $HRB | H&R BLOCK INC | $112,360 | 0.1% | NEW | 80.3 |
| 253 |  $Z | ZILLOW GROUP, INC. | $110,071 | 0.1% | -11% | 57.3 |
| 254 |  $WGO | WINNEBAGO INDUSTRIES INC | $109,705 | 0.1% | NEW | 46.6 |
| 255 |  $DOCU | DOCUSIGN, INC. | $105,724 | 0.1% | NEW | 67.5 |
| 256 |  $DDOG | Datadog, Inc. | $105,065 | 0.1% | NEW | 62.9 |
| 257 |  $HMC | HONDA MOTOR CO LTD | $101,373 | 0.1% | NEW | — |
| 258 |  $OBDC | Blue Owl Capital Corp | $98,766 | 0.1% | -70% | — |
| 259 |  $MTCH | Match Group, Inc. | $95,201 | 0.1% | NEW | 66.4 |
| 260 |  $DKNG | DraftKings Inc. | $94,047 | 0.1% | NEW | 54 |
| 261 |  $PTON | PELOTON INTERACTIVE, INC. | $91,506 | 0.1% | -11% | 41.6 |
| 262 |  $ZS | Zscaler, Inc. | $88,383 | 0.1% | NEW | 57.9 |
| 263 |  $DOCS | Doximity, Inc. | $82,482 | 0.1% | NEW | 77.5 |
| 264 |  $NEM | NEWMONT Corp /DE/ | $81,188 | 0.1% | NEW | 88.3 |
| 265 |  $PYPL | PayPal Holdings, Inc. | $80,509 | 0.1% | NEW | 70.5 |
| 266 |  $GDDY | GoDaddy Inc. | $73,576 | 0.1% | NEW | 72.4 |
| 267 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $71,491 | 0.1% | NEW | 77.6 |
| 268 |  $CAE | CAE INC | $69,293 | 0.1% | NEW | — |
| 269 |  $TREX | TREX CO INC | $64,828 | 0.1% | NEW | 60.1 |
| 270 |  $TME | Tencent Music Entertainment Group | $55,309 | 0.1% | NEW | — |
| 271 | — | iShares ESG Select Screened S& | $40,833 | 0.0% | NEW | — |
| 272 | — | iShares ESG Select Screened S& | $39,184 | 0.0% | NEW | — |
| 273 |  $NE | Noble Corp plc | $22,867 | 0.0% | NEW | — |
| 274 |  $MICC | Magnum Ice Cream Co N.V. | $17,820 | 0.0% | NEW | — |
| 275 | — | Industrial Sector SPDR ETF | $16,173 | 0.0% | NEW | — |
| 276 | — | SPDR S&P Homebuilders ETF | $9,872 | 0.0% | NEW | — |
| 277 | — | Consumer Staples SPDR ETF | $8,198 | 0.0% | NEW | — |
| 278 | — | iShares U.S. Medical Devices E | $2,668 | 0.0% | NEW | — |
| 279 | — | Materials Sector SPDR ETF | $2,499 | 0.0% | NEW | — |
New Positions (80)
$SPY SPDR S&P 500 ETF TRUST$1.8M$TSEM TOWER SEMICONDUCTOR LTD$701,920$LRCX LAM RESEARCH CORP$587,565$BRK.B BERKSHIRE HATHAWAY INC$479,200$TEX TEREX CORP$467,777$ACLS AXCELIS TECHNOLOGIES INC$465,400$GLD SPDR GOLD TRUST$430,290$TDAY USA TODAY Co., Inc.$423,000$FIX COMFORT SYSTEMS USA INC$413,697$DMAC DiaMedica Therapeutics Inc.$406,200$IBIT iShares Bitcoin Trust ETF$345,780 Vanguard FTSE Developed Mkts E$320,400
$TLN Talen Energy Corp$319,230 Energy Sector SPDR ETF$306,300
$SITM SITIME Corp$276,280
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