Evelyn Partners Asset Management Ltd
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2065207
Institutional-grade research for retail investors
13F Reported Value
ⓘ$405.8M
Holdings
308
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Evelyn Partners Asset Management Ltd disclosed 308 positions worth $405.8M in its Form 13F-HR for Q1 2026, led by $GLD (SPDR GOLD TRUST) at 6.5% of the equity portfolio, followed by $DOV. During the quarter the fund opened 13 new positions and exited 2 and a full exit from $QCOM. The portfolio is most concentrated in Other (26.7% of disclosed assets). All figures are sourced directly from Evelyn Partners Asset Management Ltd’s Form 13F-HR filing with the SEC under CIK 2065207.
AI Fund Analysis
Stable
$MSFT3.7% weight
Held 4 quarters
$GOOG3.2% weight
Held 4 quarters
$AMZN2.9% weight
Held 4 quarters
$V2.7% weight
Held 4 quarters
$AAPL2.5% weight
Held 4 quarters
$BKNG3 quarters accumulating
$MCD3 quarters accumulating
$LLY3 quarters accumulating
VANGUARD INTL EQUITY INDEX
2 quarters accumulating
AMERICAN CENTY ETF TR
2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$26.5M61,557 sh - 63.1#695
Quality
$21.6M155,886 sh VANECK ETF TRUST
—Quality
$17.0M185,577 sh- 83.7
Quality
$14.9M40,254 sh - 80.2
Quality
$13.0M45,081 sh VANGUARD INTL EQUITY INDEX F
—Quality
$11.8M121,019 sh- 74.6
Quality
$11.6M55,636 sh - 83.5
Quality
$11.0M36,535 sh VANGUARD WORLD FD
—Quality
$11.0M63,454 sh- 76.1
Quality
$10.1M39,793 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR GOLD TRUST$GLD | — | $26.5M | 61,557 |
 DOVER Corp$DOV | 63.1#695 | $21.6M | 155,886 |
| VANECK ETF TRUST | — | $17.0M | 185,577 |
| MICROSOFT CORP$MSFT | 83.7 | $14.9M | 40,254 |
| Alphabet Inc.$GOOG | 80.2 | $13.0M | 45,081 |
| VANGUARD INTL EQUITY INDEX F | — | $11.8M | 121,019 |
| AMAZON COM INC$AMZN | 74.6 | $11.6M | 55,636 |
| VISA INC.$V | 83.5 | $11.0M | 36,535 |
| VANGUARD WORLD FD | — | $11.0M | 63,454 |
| Apple Inc.$AAPL | 76.1 | $10.1M | 39,793 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Evelyn Partners Asset Management Ltd's 308 positions.
Showing top 10 of 308 holdings.
Sector Allocation
Other
$108.4M
Technology
$92.9M
Financials
$79.6M
Industrials
$38.4M
Consumer Discretionary
$31.9M
Healthcare
$30.2M
Materials
$9.7M
Communication Services
$7.4M
Full Holdings — Evelyn Partners Asset Management Ltd (Q1 2026)
All 308 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 | $GLD | SPDR GOLD TRUST | $26.5M | 6.5% | -11% | — |
| 2 | $DOV | DOVER Corp | $21.6M | 5.3% | -4% | 63.1 |
| 3 | — | VANECK ETF TRUST | $17.0M | 4.2% | +0% | — |
| 4 | $MSFT | MICROSOFT CORP | $14.9M | 3.7% | +7% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $13.0M | 3.2% | -3% | 80.2 |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $11.8M | 2.9% | +6% | — |
| 7 | $AMZN | AMAZON COM INC | $11.6M | 2.9% | +0% | 74.6 |
| 8 | $V | VISA INC. | $11.0M | 2.7% | +2% | 83.5 |
| 9 | — | VANGUARD WORLD FD | $11.0M | 2.7% | +4% | — |
| 10 | $AAPL | Apple Inc. | $10.1M | 2.5% | -0% | 76.1 |
| 11 |  $SYK | STRYKER CORP | $9.7M | 2.4% | +2% | 69.8 |
| 12 | $BKNG | Booking Holdings Inc. | $9.4M | 2.3% | +5% | 55.3 |
| 13 | — | AMERICAN CENTY ETF TR | $9.2M | 2.3% | +13% | — |
| 14 | — | LITMAN GREGORY FDS TR | $9.0M | 2.2% | -2% | — |
| 15 |  $YMM | Full Truck Alliance Co. Ltd. | $8.8M | 2.2% | +4% | — |
| 16 |  $SGOL | abrdn Gold ETF Trust | $8.1M | 2.0% | -10% | — |
| 17 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.0M | 2.0% | +28% | — |
| 18 |  $MA | Mastercard Inc | $7.8M | 1.9% | +1% | 81.7 |
| 19 |  $ADP | AUTOMATIC DATA PROCESSING INC | $7.4M | 1.8% | +2% | 77.9 |
| 20 | — | VANGUARD INDEX FDS | $7.4M | 1.8% | +20% | — |
| 21 |  $WAT | WATERS CORP /DE/ | $7.3M | 1.8% | +1% | 69.9 |
| 22 |  $DIS | Walt Disney Co | $7.1M | 1.8% | -16% | 68.9 |
| 23 |  $CME | CME GROUP INC. | $6.9M | 1.7% | -3% | 74.5 |
| 24 |  $IAU | ISHARES GOLD TRUST | $6.7M | 1.6% | -7% | — |
| 25 |  $INTU | INTUIT INC. | $6.6M | 1.6% | +24% | 82 |
| 26 | — | VANGUARD INDEX FDS | $6.6M | 1.6% | -0% | — |
| 27 |  $AZO | AUTOZONE INC | $6.3M | 1.6% | -3% | 66.5 |
| 28 |  $ZTS | Zoetis Inc. | $6.0M | 1.5% | +2% | 72.6 |
| 29 |  $RELX | RELX PLC | $5.2M | 1.3% | +54% | — |
| 30 | — | ISHARES INC | $5.2M | 1.3% | +0% | — |
| 31 |  $UL | UNILEVER PLC | $5.1M | 1.3% | +1% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.1M | 1.3% | +17% | 64.5 |
| 33 |  $ACN | Accenture plc | $4.9M | 1.2% | +1% | — |
| 34 | — | INVESCO EXCH TRADED FD TR II | $4.9M | 1.2% | NEW | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $4.3M | 1.1% | +3% | 72.8 |
| 36 |  $AZN | ASTRAZENECA PLC | $3.9M | 1.0% | -11% | — |
| 37 |  $NVDA | NVIDIA CORP | $3.8M | 0.9% | +2% | 90.2 |
| 38 |  $META | Meta Platforms, Inc. | $3.3M | 0.8% | +3% | 80.9 |
| 39 |  $ANET | Arista Networks, Inc. | $3.2M | 0.8% | +2% | 86 |
| 40 | — | ISHARES TR | $3.0M | 0.7% | +0% | — |
| 41 |  $CB | Chubb Ltd | $2.8M | 0.7% | +3% | — |
| 42 |  $ASML | ASML HOLDING NV | $2.8M | 0.7% | -4% | — |
| 43 |  $RACE | Ferrari N.V. | $2.5M | 0.6% | NEW | — |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 0.6% | +12% | — |
| 45 |  $ISRG | INTUITIVE SURGICAL INC | $2.3M | 0.6% | +4% | 81.4 |
| 46 | $MCD | MCDONALDS CORP | $2.3M | 0.6% | +2% | 73.9 |
| 47 | — | ISHARES TR | $2.1M | 0.5% | +0% | — |
| 48 |  $DEO | DIAGEO PLC | $2.0M | 0.5% | +3% | — |
| 49 | — | ISHARES TR | $1.9M | 0.5% | +6% | — |
| 50 | — | ISHARES TR | $1.8M | 0.5% | +0% | — |
| 51 |  $RIO | RIO TINTO PLC | $1.7M | 0.4% | +6% | — |
| 52 |  $GHC | Graham Holdings Co | $1.7M | 0.4% | +0% | 62 |
| 53 |  $MDLZ | Mondelez International, Inc. | $1.6M | 0.4% | +10% | 53.9 |
| 54 |  $SIVR | abrdn Silver ETF Trust | $1.6M | 0.4% | NEW | — |
| 55 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.3% | -1% | 88.4 |
| 56 |  $NVO | NOVO NORDISK A S | $1.3M | 0.3% | -69% | — |
| 57 | $LLY | ELI LILLY & Co | $1.3M | 0.3% | +15% | 89.3 |
| 58 | — | ISHARES TR | $1.3M | 0.3% | +0% | — |
| 59 |  $PPG | PPG INDUSTRIES INC | $1.1M | 0.3% | -69% | 57.1 |
| 60 |  $MSI | Motorola Solutions, Inc. | $1.1M | 0.3% | NEW | 73.8 |
| 61 | — | ISHARES TR | $1.1M | 0.3% | +0% | — |
| 62 |  $GOOGL | Alphabet Inc. | $931,434 | 0.2% | +0% | 80.2 |
| 63 | — | ISHARES TR | $911,735 | 0.2% | +0% | — |
| 64 |  $BAC | BANK OF AMERICA CORP /DE/ | $863,411 | 0.2% | +0% | 68.4 |
| 65 | — | VANGUARD INDEX FDS | $817,745 | 0.2% | -0% | — |
| 66 |  $XOM | EXXON MOBIL CORP | $808,600 | 0.2% | +2% | 61.8 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $782,961 | 0.2% | +0% | 72.3 |
| 68 | — | SPDR SERIES TRUST | $759,472 | 0.2% | +0% | — |
| 69 | — | VANGUARD BD INDEX FDS | $701,452 | 0.2% | +0% | — |
| 70 |  $FNV | FRANCO NEVADA Corp | $667,508 | 0.2% | +0% | — |
| 71 |  $CTVA | Corteva, Inc. | $642,223 | 0.2% | +0% | 48.4 |
| 72 | — | ISHARES TR | $640,453 | 0.2% | +121% | — |
| 73 |  $KO | COCA COLA CO | $605,890 | 0.1% | +8% | 74 |
| 74 | — | ISHARES TR | $557,038 | 0.1% | +249% | — |
| 75 |  $WPM | Wheaton Precious Metals Corp. | $550,767 | 0.1% | +0% | — |
| 76 |  $SNY | Sanofi | $501,747 | 0.1% | +11% | — |
| 77 | — | SPDR SERIES TRUST | $482,413 | 0.1% | +94% | — |
| 78 |  $PLTR | Palantir Technologies Inc. | $451,128 | 0.1% | NEW | 85.8 |
| 79 | — | ISHARES TR | $448,419 | 0.1% | +0% | — |
| 80 | — | ISHARES TR | $428,418 | 0.1% | +0% | — |
| 81 |  $NEE | NEXTERA ENERGY INC | $404,214 | 0.1% | +0% | 71.7 |
| 82 |  $MATX | Matson, Inc. | $377,062 | 0.1% | +0% | 59.7 |
| 83 | — | VANGUARD INTL EQUITY INDEX F | $372,026 | 0.1% | +0% | — |
| 84 |  $ABBV | AbbVie Inc. | $350,376 | 0.1% | -1% | 59.3 |
| 85 | — | ISHARES INC | $342,742 | 0.1% | +8% | — |
| 86 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $338,332 | 0.1% | +0% | — |
| 87 | — | FIRST TR EXCHANGE-TRADED FD | $320,753 | 0.1% | +0% | — |
| 88 | — | VANGUARD SPECIALIZED FUNDS | $320,439 | 0.1% | +51% | — |
| 89 | — | FIRST TR EXCHANGE-TRADED FD | $311,260 | 0.1% | +0% | — |
| 90 |  $RTX | RTX Corp | $299,574 | 0.1% | +0% | 70 |
| 91 | — | VANGUARD ADMIRAL FDS INC | $293,537 | 0.1% | +0% | — |
| 92 |  $PG | PROCTER & GAMBLE Co | $275,736 | 0.1% | -89% | 72.9 |
| 93 | — | VANGUARD INDEX FDS | $274,230 | 0.1% | -95% | — |
| 94 | — | ISHARES TR | $262,696 | 0.1% | +0% | — |
| 95 | — | SCHWAB STRATEGIC TR | $249,099 | 0.1% | -3% | — |
| 96 |  $TCOM | Trip.com Group Ltd | $244,568 | 0.1% | +0% | — |
| 97 | — | VANGUARD SCOTTSDALE FDS | $244,170 | 0.1% | +0% | — |
| 98 |  $JPM | JPMORGAN CHASE & CO | $236,799 | 0.1% | +0% | 35.6 |
| 99 | — | ISHARES INC | $235,995 | 0.1% | -11% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD | $235,551 | 0.1% | +0% | — |
| 101 |  $NFLX | NETFLIX INC | $230,760 | 0.1% | +0% | 86.7 |
| 102 | — | ISHARES TR | $221,854 | 0.1% | +524% | — |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $211,243 | 0.1% | +0% | 67 |
| 104 | — | FIRST TR EXCHANGE-TRADED FD | $207,256 | 0.1% | +6% | — |
| 105 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $206,585 | 0.1% | +0% | 47.2 |
| 106 |  $PEP | PEPSICO INC | $205,915 | 0.1% | -90% | 62.7 |
| 107 | — | ISHARES TR | $205,594 | 0.1% | +184% | — |
| 108 | — | VANGUARD TAX-MANAGED FDS | $203,903 | 0.1% | +0% | — |
| 109 | — | ISHARES TR | $190,946 | 0.1% | +0% | — |
| 110 |  $DOW | DOW INC. | $189,216 | 0.1% | +0% | 38 |
| 111 |  $SPGI | S&P Global Inc. | $179,919 | 0.0% | +0% | 79.4 |
| 112 | — | VANECK ETF TRUST | $176,931 | 0.0% | +0% | — |
| 113 |  $BX | Blackstone Inc. | $172,830 | 0.0% | +0% | 68 |
| 114 | — | ISHARES TR | $167,407 | 0.0% | +158% | — |
| 115 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $163,850 | 0.0% | +0% | 75.4 |
| 116 |  $PYPL | PayPal Holdings, Inc. | $161,200 | 0.0% | -95% | 70.5 |
| 117 | — | SPDR SERIES TRUST | $150,437 | 0.0% | +17% | — |
| 118 |  $APH | AMPHENOL CORP /DE/ | $147,703 | 0.0% | +0% | 80.5 |
| 119 | — | SELECT SECTOR SPDR TR | $147,519 | 0.0% | +0% | — |
| 120 |  $Q | Qnity Electronics, Inc. | $145,379 | 0.0% | +0% | — |
| 121 |  $TFPM | Triple Flag Precious Metals Corp. | $138,820 | 0.0% | +33% | — |
| 122 |  $GS | GOLDMAN SACHS GROUP INC | $135,358 | 0.0% | -94% | — |
| 123 |  $ICE | Intercontinental Exchange, Inc. | $131,958 | 0.0% | +49% | 73.8 |
| 124 |  $ROP | ROPER TECHNOLOGIES INC | $129,159 | 0.0% | +0% | 72.2 |
| 125 |  $SHOP | SHOPIFY INC. | $128,940 | 0.0% | +0% | — |
| 126 |  $NOW | ServiceNow, Inc. | $127,551 | 0.0% | +0% | 76 |
| 127 |  $WMT | Walmart Inc. | $126,020 | 0.0% | +0% | 63.2 |
| 128 | — | VANGUARD INTL EQUITY INDEX F | $116,886 | 0.0% | -79% | — |
| 129 |  $DD | DuPont de Nemours, Inc. | $115,462 | 0.0% | +0% | 31.1 |
| 130 |  $NKE | NIKE, Inc. | $111,556 | 0.0% | +0% | 53.4 |
| 131 | — | VANECK ETF TRUST | $107,653 | 0.0% | +0% | — |
| 132 |  $MS | MORGAN STANLEY | $107,464 | 0.0% | +0% | — |
| 133 |  $CL | COLGATE PALMOLIVE CO | $106,197 | 0.0% | -95% | 72.4 |
| 134 | — | ISHARES TR | $105,757 | 0.0% | +27% | — |
| 135 |  $EA | ELECTRONIC ARTS INC. | $103,974 | 0.0% | +0% | 71.1 |
| 136 | — | VANGUARD WORLD FD | $101,785 | 0.0% | +71% | — |
| 137 |  $HCA | HCA Healthcare, Inc. | $97,961 | 0.0% | +1280% | 70.5 |
| 138 |  $PGR | PROGRESSIVE CORP/OH/ | $96,146 | 0.0% | +0% | 83.6 |
| 139 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $91,916 | 0.0% | -93% | 63.7 |
| 140 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $91,841 | 0.0% | +0% | 76.3 |
| 141 |  $OTIS | Otis Worldwide Corp | $89,336 | 0.0% | +93% | 60.3 |
| 142 |  $ADBE | ADOBE INC. | $87,995 | 0.0% | -29% | 80.4 |
| 143 | — | VANGUARD SCOTTSDALE FDS | $84,532 | 0.0% | +0% | — |
| 144 |  $HD | HOME DEPOT, INC. | $84,525 | 0.0% | +0% | 69.2 |
| 145 |  $AXP | AMERICAN EXPRESS CO | $83,182 | 0.0% | +624% | 73.2 |
| 146 | — | SCHWAB STRATEGIC TR | $81,344 | 0.0% | +0% | — |
| 147 |  $MTZ | MASTEC INC | $80,435 | 0.0% | +0% | 59.7 |
| 148 |  $CRH | CRH PUBLIC LTD CO | $78,840 | 0.0% | +0% | — |
| 149 | — | VANGUARD SCOTTSDALE FDS | $78,308 | 0.0% | +0% | — |
| 150 |  $CRWD | CrowdStrike Holdings, Inc. | $74,568 | 0.0% | +0% | 55 |
| 151 |  $SAP | SAP SE | $72,935 | 0.0% | +1021% | — |
| 152 |  $CSX | CSX CORP | $71,099 | 0.0% | +0% | 66.4 |
| 153 |  $CC | Chemours Co | $70,496 | 0.0% | +0% | 36.5 |
| 154 | — | ISHARES TR | $70,392 | 0.0% | +0% | — |
| 155 | — | SPDR SERIES TRUST | $67,867 | 0.0% | +0% | — |
| 156 |  $BDX | BECTON DICKINSON & CO | $65,722 | 0.0% | +0% | 50.7 |
| 157 |  $UNH | UNITEDHEALTH GROUP INC | $64,130 | 0.0% | +0% | 66.8 |
| 158 | — | VANGUARD INDEX FDS | $62,784 | 0.0% | +0% | — |
| 159 |  $CRM | Salesforce, Inc. | $61,974 | 0.0% | +0% | 75.2 |
| 160 | — | VANGUARD INDEX FDS | $61,151 | 0.0% | +460% | — |
| 161 |  $TXN | TEXAS INSTRUMENTS INC | $60,378 | 0.0% | +0% | 70.4 |
| 162 |  $ETN | Eaton Corp plc | $59,016 | 0.0% | +0% | — |
| 163 |  $AMT | AMERICAN TOWER CORP /MA/ | $58,677 | 0.0% | +0% | 69.8 |
| 164 | — | ISHARES INC | $58,380 | 0.0% | -97% | — |
| 165 |  $GBX | GREENBRIER COMPANIES INC | $54,019 | 0.0% | +0% | 48.1 |
| 166 | $GS | GOLDMAN SACHS GROUP INC | $53,913 | 0.0% | NEW | — |
| 167 |  $L | LOEWS CORP | $53,690 | 0.0% | +0% | 75.2 |
| 168 | — | ISHARES TR | $52,713 | 0.0% | -76% | — |
| 169 |  $GD | GENERAL DYNAMICS CORP | $52,513 | 0.0% | NEW | 73 |
| 170 | — | ISHARES TR | $52,382 | 0.0% | +0% | — |
| 171 |  $TEL | TE Connectivity plc | $51,628 | 0.0% | +0% | — |
| 172 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $48,439 | 0.0% | +0% | 60.5 |
| 173 |  $EQIX | EQUINIX INC | $48,032 | 0.0% | +0% | 61.4 |
| 174 | — | ISHARES TR | $47,518 | 0.0% | +0% | — |
| 175 |  $BMY | BRISTOL MYERS SQUIBB CO | $46,337 | 0.0% | +0% | 70.1 |
| 176 | — | SPDR SERIES TRUST | $45,603 | 0.0% | -85% | — |
| 177 | — | ISHARES TR | $44,379 | 0.0% | +7% | — |
| 178 | — | ISHARES TR | $44,254 | 0.0% | +0% | — |
| 179 |  $SCHW | SCHWAB CHARLES CORP | $43,889 | 0.0% | +0% | 77.2 |
| 180 |  $SA | SEABRIDGE GOLD INC | $42,518 | 0.0% | +0% | — |
| 181 | — | ISHARES TR | $42,395 | 0.0% | +0% | — |
| 182 |  $ON | ON SEMICONDUCTOR CORP | $41,239 | 0.0% | +0% | 42.4 |
| 183 | — | VANECK ETF TRUST | $39,874 | 0.0% | +0% | — |
| 184 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $39,638 | 0.0% | +0% | 60.7 |
| 185 |  $KMB | KIMBERLY CLARK CORP | $39,070 | 0.0% | +0% | 61.7 |
| 186 |  $MNST | Monster Beverage Corp | $38,694 | 0.0% | +0% | 77 |
| 187 | — | ISHARES TR | $38,043 | 0.0% | +18% | — |
| 188 |  $PFE | PFIZER INC | $37,908 | 0.0% | +0% | 69 |
| 189 |  $H | Hyatt Hotels Corp | $37,673 | 0.0% | NEW | 46.6 |
| 190 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $35,800 | 0.0% | NEW | — |
| 191 | — | SPDR SERIES TRUST | $35,346 | 0.0% | -93% | — |
| 192 |  $NXPI | NXP Semiconductors N.V. | $34,844 | 0.0% | NEW | — |
| 193 |  $FHTX | Foghorn Therapeutics Inc. | $33,938 | 0.0% | +0% | 11.2 |
| 194 |  $ADSK | Autodesk, Inc. | $33,755 | 0.0% | +0% | 76.4 |
| 195 |  $HON | HONEYWELL INTERNATIONAL INC | $33,678 | 0.0% | +0% | 65.7 |
| 196 | — | LISTED FDS TR | $33,370 | 0.0% | +0% | — |
| 197 | — | ISHARES INC | $33,271 | 0.0% | -98% | — |
| 198 |  $SONY | Sony Group Corp | $33,120 | 0.0% | NEW | — |
| 199 |  $ABT | ABBOTT LABORATORIES | $33,060 | 0.0% | -11% | 67 |
| 200 |  $NDAQ | NASDAQ, INC. | $32,852 | 0.0% | +0% | 78.5 |
| 201 | — | SELECT SECTOR SPDR TR | $32,584 | 0.0% | +0% | — |
| 202 | — | SELECT SECTOR SPDR TR | $32,254 | 0.0% | +0% | — |
| 203 |  $DHI | HORTON D R INC /DE/ | $31,698 | 0.0% | +0% | 54.6 |
| 204 |  $SBUX | STARBUCKS CORP | $31,625 | 0.0% | +0% | 54.6 |
| 205 |  $IVZ | Invesco Ltd. | $31,323 | 0.0% | +0% | — |
| 206 |  $CBRE | CBRE GROUP, INC. | $31,020 | 0.0% | +0% | 62.9 |
| 207 | — | AMPLIFY ETF TR | $30,274 | 0.0% | +0% | — |
| 208 |  $TDY | TELEDYNE TECHNOLOGIES INC | $30,251 | 0.0% | +0% | 70.2 |
| 209 | — | ISHARES TR | $29,645 | 0.0% | +0% | — |
| 210 | — | ISHARES TR | $28,699 | 0.0% | +0% | — |
| 211 | — | PRINCIPAL EXCHANGE TRADED FD | $28,230 | 0.0% | +0% | — |
| 212 |  $CCZ | COMCAST CORP | $27,935 | 0.0% | +0% | 70.4 |
| 213 |  $SHEL | Shell plc | $25,668 | 0.0% | +0% | — |
| 214 |  $AMAT | APPLIED MATERIALS INC /DE | $24,609 | 0.0% | +0% | 74.8 |
| 215 | — | ISHARES TR | $23,861 | 0.0% | +1% | — |
| 216 |  $AXON | AXON ENTERPRISE, INC. | $23,358 | 0.0% | +0% | 55.6 |
| 217 |  $RSG | REPUBLIC SERVICES, INC. | $22,778 | 0.0% | +0% | 72 |
| 218 |  $NEM | NEWMONT Corp /DE/ | $22,624 | 0.0% | +0% | 88.3 |
| 219 | — | ISHARES TR | $22,583 | 0.0% | -79% | — |
| 220 |  $PDI | PIMCO Dynamic Income Fund | $22,089 | 0.0% | +0% | — |
| 221 |  $CVX | CHEVRON CORP | $21,311 | 0.0% | +0% | 54.7 |
| 222 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $20,987 | 0.0% | +0% | 76.6 |
| 223 |  $PAAS | PAN AMERICAN SILVER CORP | $20,923 | 0.0% | +0% | — |
| 224 |  $DHR | DANAHER CORP /DE/ | $20,098 | 0.0% | +0% | 63.9 |
| 225 | — | FIRST TR EXCHANGE TRADED FD | $18,880 | 0.0% | +0% | — |
| 226 |  $TSLA | Tesla, Inc. | $18,588 | 0.0% | +0% | 50.1 |
| 227 |  $SBAC | SBA COMMUNICATIONS CORP | $18,244 | 0.0% | +0% | 71.3 |
| 228 | — | SPDR SERIES TRUST | $16,733 | 0.0% | +0% | — |
| 229 |  $MET | METLIFE INC | $16,690 | 0.0% | +0% | 73.9 |
| 230 | — | COLUMBIA ETF TR II | $16,491 | 0.0% | +0% | — |
| 231 |  $WMB | WILLIAMS COMPANIES, INC. | $16,230 | 0.0% | +0% | 72.8 |
| 232 |  $AVGO | Broadcom Inc. | $15,785 | 0.0% | +0% | 86.4 |
| 233 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $15,532 | 0.0% | +0% | — |
| 234 | — | GLOBAL X FDS | $14,870 | 0.0% | +0% | — |
| 235 |  $ECL | ECOLAB INC. | $14,365 | 0.0% | +0% | 64.3 |
| 236 |  $MRK | Merck & Co., Inc. | $14,194 | 0.0% | +0% | 70.9 |
| 237 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $14,151 | 0.0% | +0% | 66.5 |
| 238 |  $LMT | LOCKHEED MARTIN CORP | $13,901 | 0.0% | +0% | 65 |
| 239 |  $SLB | SLB LIMITED/NV | $13,721 | 0.0% | +0% | 63.2 |
| 240 |  $CAT | CATERPILLAR INC | $13,461 | 0.0% | +0% | 67.8 |
| 241 |  $CNC | CENTENE CORP | $13,292 | 0.0% | +0% | 52.7 |
| 242 |  $WM | WASTE MANAGEMENT INC | $13,098 | 0.0% | +0% | 70.7 |
| 243 |  $GWW | W.W. GRAINGER, INC. | $13,090 | 0.0% | +0% | 69.5 |
| 244 |  $MCK | MCKESSON CORP | $12,980 | 0.0% | +0% | 63.7 |
| 245 |  $IGR | CBRE GLOBAL REAL ESTATE INCOME FUND | $12,393 | 0.0% | +0% | — |
| 246 |  $DE | DEERE & CO | $12,393 | 0.0% | +0% | 57.4 |
| 247 |  $SBLK | Star Bulk Carriers Corp. | $12,312 | 0.0% | +0% | — |
| 248 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $12,285 | 0.0% | +0% | — |
| 249 |  $BP | BP PLC | $12,079 | 0.0% | +0% | — |
| 250 |  $MO | ALTRIA GROUP, INC. | $11,944 | 0.0% | +0% | 72.1 |
| 251 |  $WFC | WELLS FARGO & COMPANY/MN | $11,543 | 0.0% | +0% | — |
| 252 |  $BLK | BlackRock, Inc. | $11,541 | 0.0% | +0% | 70.3 |
| 253 |  $AFL | AFLAC INC | $11,190 | 0.0% | +0% | 60.3 |
| 254 |  $MMM | 3M CO | $11,037 | 0.0% | +0% | 60.7 |
| 255 |  $JCI | Johnson Controls International plc | $11,000 | 0.0% | +0% | — |
| 256 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $10,665 | 0.0% | +0% | 66.7 |
| 257 |  $PM | Philip Morris International Inc. | $10,416 | 0.0% | +0% | 80.5 |
| 258 | — | ISHARES TR | $10,356 | 0.0% | +0% | — |
| 259 |  $SHW | SHERWIN WILLIAMS CO | $10,258 | 0.0% | +0% | 65.3 |
| 260 |  $TJX | TJX COMPANIES INC /DE/ | $10,061 | 0.0% | +0% | 70.7 |
| 261 |  $ALL | ALLSTATE CORP | $9,952 | 0.0% | +0% | 76.6 |
| 262 |  $DDOG | Datadog, Inc. | $9,916 | 0.0% | +0% | 62.9 |
| 263 |  $HLN | Haleon plc | $9,720 | 0.0% | +0% | — |
| 264 | — | ISHARES TR | $9,480 | 0.0% | +0% | — |
| 265 |  $PJT | PJT Partners Inc. | $9,082 | 0.0% | +0% | 73.7 |
| 266 |  $COP | CONOCOPHILLIPS | $8,712 | 0.0% | +0% | 74.8 |
| 267 |  $TRV | TRAVELERS COMPANIES, INC. | $8,459 | 0.0% | +0% | 71.5 |
| 268 |  $ORLY | O REILLY AUTOMOTIVE INC | $8,308 | 0.0% | +0% | 72.7 |
| 269 |  $ADI | ANALOG DEVICES INC | $8,272 | 0.0% | +0% | 76.2 |
| 270 |  $IDXX | IDEXX LABORATORIES INC /DE | $7,866 | 0.0% | +0% | 73.6 |
| 271 |  $OKE | ONEOK INC /NEW/ | $7,864 | 0.0% | +0% | 72 |
| 272 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $7,805 | 0.0% | +0% | 71.5 |
| 273 |  $BIO | BIO-RAD LABORATORIES, INC. | $7,526 | 0.0% | +0% | 40.3 |
| 274 |  $PANW | Palo Alto Networks Inc | $7,375 | 0.0% | +0% | 66.5 |
| 275 |  $KMI | KINDER MORGAN, INC. | $7,008 | 0.0% | +0% | 74.6 |
| 276 | — | VANGUARD WORLD FD | $6,287 | 0.0% | -100% | — |
| 277 |  $GPN | GLOBAL PAYMENTS INC | $6,192 | 0.0% | +0% | 42.9 |
| 278 |  $FLO | FLOWERS FOODS INC | $5,860 | 0.0% | +0% | 57.2 |
| 279 |  $FCX | FREEPORT-MCMORAN INC | $5,467 | 0.0% | +0% | 73.1 |
| 280 |  $LIN | LINDE PLC | $5,453 | 0.0% | +0% | — |
| 281 |  $VMC | Vulcan Materials CO | $4,901 | 0.0% | +0% | 66.6 |
| 282 |  $SNPS | SYNOPSYS INC | $4,861 | 0.0% | +0% | 63.1 |
| 283 |  $VRSK | Verisk Analytics, Inc. | $4,364 | 0.0% | +0% | 77.3 |
| 284 |  $LOW | LOWES COMPANIES INC | $4,017 | 0.0% | +0% | 63.5 |
| 285 |  $MCO | MOODYS CORP /DE/ | $3,926 | 0.0% | +0% | 81.3 |
| 286 |  $HUBS | HUBSPOT INC | $3,906 | 0.0% | +0% | 58.1 |
| 287 |  $ITW | ILLINOIS TOOL WORKS INC | $3,904 | 0.0% | +0% | 71.2 |
| 288 |  $MKL | MARKEL GROUP INC. | $3,828 | 0.0% | +0% | 68.2 |
| 289 |  $AON | Aon plc | $3,551 | 0.0% | +0% | — |
| 290 |  $ELV | Elevance Health, Inc. | $3,513 | 0.0% | +0% | 59.4 |
| 291 |  $VLTO | Veralto Corp | $3,272 | 0.0% | +0% | 74.4 |
| 292 |  $TTD | Trade Desk, Inc. | $3,222 | 0.0% | +0% | 72.2 |
| 293 |  $FANG | Diamondback Energy, Inc. | $3,165 | 0.0% | +0% | 81.4 |
| 294 |  $MPC | Marathon Petroleum Corp | $2,930 | 0.0% | +0% | 50.7 |
| 295 |  $LNG | Cheniere Energy, Inc. | $2,554 | 0.0% | +0% | 48.4 |
| 296 |  $DBRG | DigitalBridge Group, Inc. | $2,529 | 0.0% | +0% | 52.9 |
| 297 | — | ISHARES TR | $2,312 | 0.0% | +0% | — |
| 298 | — | ISHARES TR | $2,302 | 0.0% | +0% | — |
| 299 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2,145 | 0.0% | +0% | 66.3 |
| 300 |  $DOCU | DOCUSIGN, INC. | $2,133 | 0.0% | +0% | 67.5 |
| 301 |  $TRI | THOMSON REUTERS CORP /CAN/ | $2,070 | 0.0% | +0% | — |
| 302 |  $SOLS | Solstice Advanced Materials Inc. | $1,980 | 0.0% | +0% | — |
| 303 |  $HAL | HALLIBURTON CO | $1,716 | 0.0% | +0% | 50.9 |
| 304 |  $ALC | ALCON INC | $1,508 | 0.0% | +0% | — |
| 305 |  $VSNT | Versant Media Group, Inc. | $1,370 | 0.0% | NEW | — |
| 306 |  $FG | F&G Annuities & Life, Inc. | $228 | 0.0% | +0% | 61.9 |
| 307 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $130 | 0.0% | NEW | — |
| 308 |  $EXC | EXELON CORP | $49 | 0.0% | NEW | 63.9 |
New Positions (13)
INVESCO EXCH TRADED FD TR II$4.9M
$RACE Ferrari N.V.$2.5M$SIVR abrdn Silver ETF Trust$1.6M$MSI Motorola Solutions, Inc.$1.1M$PLTR Palantir Technologies Inc.$451,128$GD GENERAL DYNAMICS CORP$52,513$H Hyatt Hotels Corp$37,673$SUNB Sunbelt Rentals Holdings, Inc.$35,800$NXPI NXP Semiconductors N.V.$34,844$SONY Sony Group Corp$33,120$VSNT Versant Media Group, Inc.$1,370$TAK TAKEDA PHARMACEUTICAL CO LTD$130$EXC EXELON CORP$49
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