Investment Research Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2069274
Institutional-grade research for retail investors
13F Reported Value
ⓘ$245.8M
Holdings
245
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Investment Research Partners LLC disclosed 245 positions worth $245.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 25 new positions and exited 16 — including a new stake in $GLD and a full exit from $TEAM. The portfolio is most concentrated in Other (40.8% of disclosed assets). All figures are sourced directly from Investment Research Partners LLC’s Form 13F-HR filing with the SEC under CIK 2069274.
AI Fund Analysis
StableSector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$9.6M90,494 shISHARES TR
—Quality
$9.6M96,833 sh- 90.2#1
Quality
$9.3M53,563 sh ISHARES TR
—Quality
$8.5M12,984 shABRDN ETFS
—Quality
$8.1M332,230 sh- 70.7
Quality
$8.1M20,773 sh NORTHERN LTS FD TR IV
—Quality
$7.5M29,949 sh- 76.1
Quality
$6.7M26,302 sh ISHARES TR
—Quality
$6.0M124,023 shISHARES TR
—Quality
$5.3M76,855 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $9.6M | 90,494 |
| ISHARES TR | — | $9.6M | 96,833 |
 NVIDIA CORP$NVDA | 90.2#1 | $9.3M | 53,563 |
| ISHARES TR | — | $8.5M | 12,984 |
| ABRDN ETFS | — | $8.1M | 332,230 |
 CIENA CORP$CIEN | 70.7 | $8.1M | 20,773 |
| NORTHERN LTS FD TR IV | — | $7.5M | 29,949 |
 Apple Inc.$AAPL | 76.1 | $6.7M | 26,302 |
| ISHARES TR | — | $6.0M | 124,023 |
| ISHARES TR | — | $5.3M | 76,855 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investment Research Partners LLC's 245 positions.
Showing top 10 of 245 holdings.
Sector Allocation
Other
$100.2M
Technology
$54.2M
Financials
$22.0M
Industrials
$17.4M
Healthcare
$14.0M
Consumer Discretionary
$9.4M
Energy
$7.4M
Utilities
$5.9M
Full Holdings — Investment Research Partners LLC (Q1 2026)
All 245 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 | — | ISHARES TR | $9.6M | 3.9% | +11% | — |
| 2 | — | ISHARES TR | $9.6M | 3.9% | -0% | — |
| 3 | $NVDA | NVIDIA CORP | $9.3M | 3.8% | -5% | 90.2 |
| 4 | — | ISHARES TR | $8.5M | 3.5% | -1% | — |
| 5 | — | ABRDN ETFS | $8.1M | 3.3% | +9% | — |
| 6 | $CIEN | CIENA CORP | $8.1M | 3.3% | -11% | 70.7 |
| 7 | — | NORTHERN LTS FD TR IV | $7.5M | 3.0% | +6% | — |
| 8 | $AAPL | Apple Inc. | $6.7M | 2.7% | -3% | 76.1 |
| 9 | — | ISHARES TR | $6.0M | 2.5% | +16% | — |
| 10 | — | ISHARES TR | $5.3M | 2.1% | +4% | — |
| 11 |  $GOOG | Alphabet Inc. | $4.6M | 1.9% | +2% | 80.2 |
| 12 |  $MSFT | MICROSOFT CORP | $4.4M | 1.8% | -0% | 83.7 |
| 13 | — | ISHARES TR | $3.8M | 1.5% | +16% | — |
| 14 |  $IVZ | Invesco Ltd. | $3.5M | 1.4% | +10% | — |
| 15 | — | ISHARES TR | $3.5M | 1.4% | -1% | — |
| 16 | — | UNIFIED SER TR | $3.2M | 1.3% | +3% | — |
| 17 |  $AVGO | Broadcom Inc. | $3.1M | 1.3% | -8% | 86.4 |
| 18 | — | SCHWAB STRATEGIC TR | $3.1M | 1.3% | +15% | — |
| 19 |  $META | Meta Platforms, Inc. | $2.9M | 1.2% | +172% | 80.9 |
| 20 | — | TIMOTHY PLAN | $2.1M | 0.9% | +8% | — |
| 21 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.8% | -20% | 72.8 |
| 22 | — | SPDR SERIES TRUST | $1.9M | 0.8% | -3% | — |
| 23 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.8% | -2% | 72.3 |
| 24 |  $UPS | UNITED PARCEL SERVICE INC | $1.8M | 0.7% | -0% | 58.2 |
| 25 |  $WT | WisdomTree, Inc. | $1.8M | 0.7% | +1% | 62.9 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.7% | -6% | 35.6 |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.7% | +13% | 67 |
| 28 |  $VRT | Vertiv Holdings Co | $1.7M | 0.7% | +3% | 82.7 |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.6% | -5% | 66.7 |
| 30 |  $TTE | TotalEnergies SE | $1.5M | 0.6% | +0% | — |
| 31 | — | ISHARES TR | $1.5M | 0.6% | -44% | — |
| 32 | — | ISHARES TR | $1.5M | 0.6% | +5% | — |
| 33 |  $LLY | ELI LILLY & Co | $1.5M | 0.6% | +0% | 89.3 |
| 34 | — | ISHARES TR | $1.5M | 0.6% | -1% | — |
| 35 |  $WMT | Walmart Inc. | $1.5M | 0.6% | -0% | 63.2 |
| 36 |  $AMZN | AMAZON COM INC | $1.5M | 0.6% | -15% | 74.6 |
| 37 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.6% | -12% | 82.4 |
| 38 |  $MCK | MCKESSON CORP | $1.4M | 0.6% | -1% | 63.7 |
| 39 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.6% | +2% | 73.2 |
| 40 |  $AMGN | AMGEN INC | $1.3M | 0.5% | -1% | 79.5 |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.5% | -4% | — |
| 42 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.5% | -4% | 63.5 |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.5% | +4% | — |
| 44 | — | RBB FD INC | $1.2M | 0.5% | +0% | — |
| 45 |  $BEPC | Brookfield Renewable Corp | $1.2M | 0.5% | -16% | — |
| 46 |  $CVX | CHEVRON CORP | $1.2M | 0.5% | -3% | 54.7 |
| 47 | — | ISHARES TR | $1.1M | 0.5% | -58% | — |
| 48 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.5% | -2% | 71.6 |
| 49 | — | ALLIANCEBERNSTEIN GLOBAL HIG | $1.1M | 0.4% | +1% | — |
| 50 |  $MA | Mastercard Inc | $1.1M | 0.4% | +17% | 81.7 |
| 51 |  $ABBV | AbbVie Inc. | $1.0M | 0.4% | -6% | 59.3 |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.4% | -4% | 64.5 |
| 53 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $1.0M | 0.4% | +1% | — |
| 54 |  $AME | AMETEK INC/ | $1.0M | 0.4% | +5% | 74.2 |
| 55 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.4% | +0% | — |
| 56 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.0M | 0.4% | +28% | 70.1 |
| 57 | — | ISHARES INC | $980,336 | 0.4% | -2% | — |
| 58 |  $ORCL | ORACLE CORP | $975,111 | 0.4% | +6% | 67.2 |
| 59 |  $DE | DEERE & CO | $955,525 | 0.4% | +2% | 57.4 |
| 60 | — | ISHARES TR | $935,827 | 0.4% | +0% | — |
| 61 |  $NVS | NOVARTIS AG | $935,288 | 0.4% | -1% | — |
| 62 |  $V | VISA INC. | $929,632 | 0.4% | -2% | 83.5 |
| 63 |  $KHC | Kraft Heinz Co | $925,345 | 0.4% | +7% | 42.5 |
| 64 | — | SCHWAB STRATEGIC TR | $912,871 | 0.4% | +7% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $910,461 | 0.4% | +23% | 72.9 |
| 66 |  $ASML | ASML HOLDING NV | $910,052 | 0.4% | +4% | — |
| 67 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $887,362 | 0.4% | +2% | — |
| 68 |  $QCOM | QUALCOMM INC/DE | $887,235 | 0.4% | +1% | 81.9 |
| 69 |  $RF | REGIONS FINANCIAL CORP | $867,263 | 0.3% | +4% | — |
| 70 | — | ISHARES TR | $864,427 | 0.3% | +0% | — |
| 71 |  $GILD | GILEAD SCIENCES, INC. | $853,674 | 0.3% | -19% | 77.8 |
| 72 |  $HST | HOST HOTELS & RESORTS, INC. | $851,699 | 0.3% | +2% | 72.6 |
| 73 |  $NUE | NUCOR CORP | $845,394 | 0.3% | +4% | 58.9 |
| 74 |  $EXC | EXELON CORP | $843,551 | 0.3% | -1% | 63.9 |
| 75 | — | ISHARES TR | $822,098 | 0.3% | -33% | — |
| 76 |  $CBOE | Cboe Global Markets, Inc. | $810,374 | 0.3% | +5% | 81.2 |
| 77 |  $TM | TOYOTA MOTOR CORP/ | $798,805 | 0.3% | +2% | — |
| 78 |  $ROP | ROPER TECHNOLOGIES INC | $780,671 | 0.3% | +7% | 72.2 |
| 79 | — | ISHARES TR | $775,487 | 0.3% | -72% | — |
| 80 |  $GOOGL | Alphabet Inc. | $754,778 | 0.3% | -5% | 80.2 |
| 81 |  $NEE | NEXTERA ENERGY INC | $753,705 | 0.3% | +6% | 71.7 |
| 82 |  $MRK | Merck & Co., Inc. | $753,084 | 0.3% | -7% | 70.9 |
| 83 |  $IX | ORIX CORP | $744,472 | 0.3% | +5% | — |
| 84 |  $ADBE | ADOBE INC. | $740,908 | 0.3% | +49% | 80.4 |
| 85 |  $ORLY | O REILLY AUTOMOTIVE INC | $738,942 | 0.3% | +6% | 72.7 |
| 86 |  $TSLA | Tesla, Inc. | $730,117 | 0.3% | -7% | 50.1 |
| 87 |  $FISV | FISERV INC | $705,368 | 0.3% | +24% | 67.4 |
| 88 | — | ISHARES TR | $702,498 | 0.3% | +9% | — |
| 89 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $699,966 | 0.3% | +5% | 68.8 |
| 90 | — | ISHARES TR | $693,314 | 0.3% | -7% | — |
| 91 |  $SHEL | Shell plc | $672,629 | 0.3% | -7% | — |
| 92 |  $PFH | PRUDENTIAL FINANCIAL INC | $667,459 | 0.3% | +5% | 58.6 |
| 93 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $664,242 | 0.3% | +22% | 45.1 |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $650,482 | 0.3% | +10% | — |
| 95 |  $PWR | QUANTA SERVICES, INC. | $648,393 | 0.3% | -6% | 62.6 |
| 96 | — | ISHARES TR | $616,127 | 0.3% | +6% | — |
| 97 |  $HSY | HERSHEY CO | $611,197 | 0.3% | +0% | 59.4 |
| 98 | — | ABRDN ETFS | $609,190 | 0.3% | -9% | — |
| 99 |  $SLF | SUN LIFE FINANCIAL INC | $593,507 | 0.2% | +8% | — |
| 100 |  $INTC | INTEL CORP | $578,500 | 0.2% | -9% | 41.5 |
| 101 |  $PSX | Phillips 66 | $575,113 | 0.2% | +1% | 47.6 |
| 102 |  $CAT | CATERPILLAR INC | $573,498 | 0.2% | +0% | 67.8 |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $557,197 | 0.2% | -14% | 68.4 |
| 104 |  $MOS | MOSAIC CO | $540,814 | 0.2% | +21% | 54.3 |
| 105 | — | ISHARES TR | $538,070 | 0.2% | -0% | — |
| 106 |  $HPE | Hewlett Packard Enterprise Co | $535,374 | 0.2% | +3% | 52.5 |
| 107 |  $T | AT&T INC. | $532,230 | 0.2% | -5% | 71.9 |
| 108 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $529,163 | 0.2% | +2% | 50.1 |
| 109 |  $LNG | Cheniere Energy, Inc. | $518,713 | 0.2% | +7% | 48.4 |
| 110 |  $HMC | HONDA MOTOR CO LTD | $516,271 | 0.2% | +9% | — |
| 111 | — | VANGUARD INDEX FDS | $512,698 | 0.2% | +14% | — |
| 112 |  $DOLE | Dole plc | $510,439 | 0.2% | +32% | — |
| 113 | — | SPDR INDEX SHS FDS | $509,254 | 0.2% | +0% | — |
| 114 |  $CWEN | Clearway Energy, Inc. | $507,548 | 0.2% | +13% | 64.2 |
| 115 |  $EW | Edwards Lifesciences Corp | $499,939 | 0.2% | +4% | 67.6 |
| 116 |  $CB | Chubb Ltd | $496,717 | 0.2% | -5% | — |
| 117 |  $F | FORD MOTOR CO | $492,818 | 0.2% | +0% | 58.5 |
| 118 |  $ACN | Accenture plc | $489,380 | 0.2% | -19% | — |
| 119 |  $BHP | BHP Group Ltd | $487,681 | 0.2% | +5% | — |
| 120 |  $PLD | Prologis, Inc. | $487,563 | 0.2% | -5% | 67.5 |
| 121 | — | ISHARES INC | $486,959 | 0.2% | -0% | — |
| 122 |  $WFC | WELLS FARGO & COMPANY/MN | $481,800 | 0.2% | -0% | — |
| 123 |  $SJM | J M SMUCKER Co | $474,640 | 0.2% | +13% | 46.4 |
| 124 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $468,268 | 0.2% | +7% | — |
| 125 | $IVZ | Invesco Ltd. | $466,729 | 0.2% | -1% | — |
| 126 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $461,966 | 0.2% | -1% | 65.9 |
| 127 |  $ENB | ENBRIDGE INC | $459,107 | 0.2% | -1% | — |
| 128 |  $GLD | SPDR GOLD TRUST | $457,398 | 0.2% | NEW | — |
| 129 |  $AMP | AMERIPRISE FINANCIAL INC | $452,018 | 0.2% | -7% | 70.2 |
| 130 |  $GSK | GSK plc | $451,951 | 0.2% | -1% | — |
| 131 |  $PFE | PFIZER INC | $435,163 | 0.2% | -2% | 69 |
| 132 |  $TMDX | TransMedics Group, Inc. | $432,632 | 0.2% | +10% | 70.1 |
| 133 |  $XOM | EXXON MOBIL CORP | $431,485 | 0.2% | +1% | 61.8 |
| 134 |  $NFLX | NETFLIX INC | $429,791 | 0.2% | +1% | 86.7 |
| 135 |  $LYB | LyondellBasell Industries N.V. | $429,324 | 0.2% | +4% | — |
| 136 |  $MDT | Medtronic plc | $428,500 | 0.2% | -10% | — |
| 137 |  $UL | UNILEVER PLC | $426,079 | 0.2% | -0% | — |
| 138 |  $SYK | STRYKER CORP | $424,558 | 0.2% | +8% | 69.8 |
| 139 |  $LMT | LOCKHEED MARTIN CORP | $410,381 | 0.2% | -14% | 65 |
| 140 |  $RELX | RELX PLC | $401,480 | 0.2% | +16% | — |
| 141 |  $EIX | EDISON INTERNATIONAL | $400,514 | 0.2% | +8% | 70.7 |
| 142 | — | SCHWAB STRATEGIC TR | $398,994 | 0.2% | -3% | — |
| 143 |  $PCG | PG&E Corp | $393,533 | 0.2% | +15% | 59.3 |
| 144 |  $FTI | TechnipFMC plc | $390,101 | 0.2% | +1% | — |
| 145 |  $DAL | DELTA AIR LINES, INC. | $389,241 | 0.2% | +5% | 64.4 |
| 146 |  $ING | ING GROEP NV | $389,005 | 0.2% | -2% | — |
| 147 |  $WMB | WILLIAMS COMPANIES, INC. | $383,187 | 0.2% | -2% | 72.8 |
| 148 |  $MU | MICRON TECHNOLOGY INC | $383,111 | 0.2% | +0% | 88.4 |
| 149 | — | ISHARES TR | $380,448 | 0.1% | +0% | — |
| 150 |  $FIX | COMFORT SYSTEMS USA INC | $379,222 | 0.1% | +0% | 79.5 |
| 151 | — | SCHWAB STRATEGIC TR | $375,394 | 0.1% | +2% | — |
| 152 | — | SCHWAB STRATEGIC TR | $373,241 | 0.1% | +12% | — |
| 153 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $369,977 | 0.1% | +0% | 56.5 |
| 154 | — | VANGUARD WORLD FD | $369,792 | 0.1% | +0% | — |
| 155 |  $A | AGILENT TECHNOLOGIES, INC. | $369,082 | 0.1% | -0% | 64.6 |
| 156 | — | ISHARES TR | $368,589 | 0.1% | +0% | — |
| 157 |  $CF | CF Industries Holdings, Inc. | $367,967 | 0.1% | +0% | 76.8 |
| 158 |  $DHR | DANAHER CORP /DE/ | $358,154 | 0.1% | +0% | 63.9 |
| 159 |  $HCXY | Hercules Capital, Inc. | $355,735 | 0.1% | +8% | — |
| 160 |  $TGT | TARGET CORP | $350,868 | 0.1% | +22% | 53.1 |
| 161 |  $FDX | FEDEX CORP | $347,276 | 0.1% | -0% | 60.3 |
| 162 |  $IQV | IQVIA HOLDINGS INC. | $347,049 | 0.1% | -2% | 59.7 |
| 163 |  $UGI | UGI CORP /PA/ | $346,245 | 0.1% | -1% | 70.3 |
| 164 |  $UNH | UNITEDHEALTH GROUP INC | $345,336 | 0.1% | -15% | 66.8 |
| 165 |  $RTX | RTX Corp | $344,327 | 0.1% | +0% | 70 |
| 166 |  $O | REALTY INCOME CORP | $344,260 | 0.1% | +2% | 74.6 |
| 167 |  $HPQ | HP INC | $342,089 | 0.1% | -11% | 58.9 |
| 168 |  $BP | BP PLC | $340,068 | 0.1% | -0% | — |
| 169 |  $GD | GENERAL DYNAMICS CORP | $333,610 | 0.1% | -0% | 73 |
| 170 |  $MS | MORGAN STANLEY | $332,893 | 0.1% | +0% | — |
| 171 |  $HD | HOME DEPOT, INC. | $332,179 | 0.1% | -16% | 69.2 |
| 172 |  $JCI | Johnson Controls International plc | $327,506 | 0.1% | +7% | — |
| 173 |  $DIS | Walt Disney Co | $325,888 | 0.1% | -2% | 68.9 |
| 174 |  $EXPE | Expedia Group, Inc. | $319,552 | 0.1% | -16% | 65.7 |
| 175 |  $ZTS | Zoetis Inc. | $317,416 | 0.1% | +9% | 72.6 |
| 176 | — | SCHWAB STRATEGIC TR | $316,432 | 0.1% | +0% | — |
| 177 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $315,168 | 0.1% | +0% | 70.8 |
| 178 |  $KVUE | Kenvue Inc. | $314,940 | 0.1% | +21% | 60.2 |
| 179 |  $ABNB | Airbnb, Inc. | $314,563 | 0.1% | NEW | 70.1 |
| 180 |  $XIFR | XPLR Infrastructure, LP | $314,161 | 0.1% | -3% | 40.8 |
| 181 |  $GNRC | GENERAC HOLDINGS INC. | $307,645 | 0.1% | +7% | 58.2 |
| 182 |  $C | CITIGROUP INC | $305,322 | 0.1% | -14% | 54.8 |
| 183 |  $ETR | ENTERGY CORP /DE/ | $304,496 | 0.1% | +0% | 65.1 |
| 184 |  $DHIL | DIAMOND HILL INVESTMENT GROUP INC | $304,445 | 0.1% | -5% | 58.2 |
| 185 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $303,712 | 0.1% | +0% | 75.4 |
| 186 |  $GM | General Motors Co | $300,757 | 0.1% | -21% | 58.7 |
| 187 |  $CCI | CROWN CASTLE INC. | $298,652 | 0.1% | +2% | 52.9 |
| 188 |  $GE | GENERAL ELECTRIC CO | $297,107 | 0.1% | +13% | 74.8 |
| 189 |  $MCD | MCDONALDS CORP | $296,183 | 0.1% | +8% | 73.9 |
| 190 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $289,511 | 0.1% | -8% | 63.7 |
| 191 | — | VANGUARD SCOTTSDALE FDS | $287,782 | 0.1% | +0% | — |
| 192 | — | SPDR SERIES TRUST | $287,600 | 0.1% | -3% | — |
| 193 | — | ISHARES TR | $283,513 | 0.1% | +0% | — |
| 194 |  $FCX | FREEPORT-MCMORAN INC | $280,557 | 0.1% | +20% | 73.1 |
| 195 | — | ALPS ETF TR | $270,201 | 0.1% | +0% | — |
| 196 | — | ISHARES INC | $269,411 | 0.1% | +0% | — |
| 197 |  $CEG | Constellation Energy Corp | $268,639 | 0.1% | +0% | 62.5 |
| 198 |  $GLW | CORNING INC /NY | $264,462 | 0.1% | NEW | 72.7 |
| 199 |  $TRV | TRAVELERS COMPANIES, INC. | $263,679 | 0.1% | -1% | 71.5 |
| 200 |  $ET | Energy Transfer LP | $262,395 | 0.1% | +12% | 64.5 |
| 201 |  $SNDK | Sandisk Corp | $257,313 | 0.1% | -62% | 88.8 |
| 202 | — | INVESTMENT MANAGERS SER TR I | $255,042 | 0.1% | +0% | — |
| 203 | — | FIDELITY MERRIMACK STR TR | $254,950 | 0.1% | NEW | — |
| 204 |  $VRSN | VERISIGN INC/CA | $254,817 | 0.1% | -29% | 71.6 |
| 205 |  $LKQ | LKQ CORP | $253,759 | 0.1% | +25% | 54.3 |
| 206 |  $MPC | Marathon Petroleum Corp | $249,552 | 0.1% | NEW | 50.7 |
| 207 |  $COP | CONOCOPHILLIPS | $238,319 | 0.1% | NEW | 74.8 |
| 208 | — | ISHARES TR | $237,985 | 0.1% | +0% | — |
| 209 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $232,761 | 0.1% | NEW | 63.7 |
| 210 |  $ZM | Zoom Communications, Inc. | $231,202 | 0.1% | -15% | 72.4 |
| 211 |  $CNC | CENTENE CORP | $224,727 | 0.1% | -15% | 52.7 |
| 212 |  $EME | EMCOR Group, Inc. | $224,446 | 0.1% | NEW | 71.7 |
| 213 |  $NOW | ServiceNow, Inc. | $223,005 | 0.1% | NEW | 76 |
| 214 |  $DG | DOLLAR GENERAL CORP | $222,856 | 0.1% | +0% | 60.4 |
| 215 |  $ETN | Eaton Corp plc | $222,828 | 0.1% | NEW | — |
| 216 |  $PNR | PENTAIR plc | $221,361 | 0.1% | -16% | — |
| 217 |  $D | DOMINION ENERGY, INC | $221,260 | 0.1% | NEW | 74.9 |
| 218 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $219,430 | 0.1% | -4% | 75.1 |
| 219 | — | VANGUARD INDEX FDS | $217,264 | 0.1% | +0% | — |
| 220 |  $MAS | MASCO CORP /DE/ | $217,189 | 0.1% | -5% | 59.9 |
| 221 | — | ISHARES TR | $216,354 | 0.1% | +0% | — |
| 222 |  $PEP | PEPSICO INC | $216,164 | 0.1% | -54% | 62.7 |
| 223 |  $SPGI | S&P Global Inc. | $216,073 | 0.1% | NEW | 79.4 |
| 224 |  $DEA | Easterly Government Properties, Inc. | $215,261 | 0.1% | +3% | 51 |
| 225 |  $BEN | FRANKLIN RESOURCES INC | $212,934 | 0.1% | NEW | 59.9 |
| 226 |  $NTRA | Natera, Inc. | $212,589 | 0.1% | +0% | 46.4 |
| 227 |  $AMAT | APPLIED MATERIALS INC /DE | $211,226 | 0.1% | NEW | 74.8 |
| 228 |  $BKNG | Booking Holdings Inc. | $210,516 | 0.1% | -38% | 55.3 |
| 229 |  $KO | COCA COLA CO | $210,440 | 0.1% | NEW | 74 |
| 230 |  $GEV | GE Vernova Inc. | $210,369 | 0.1% | NEW | 70.1 |
| 231 |  $CI | Cigna Group | $209,666 | 0.1% | NEW | 66.8 |
| 232 |  $NEM | NEWMONT Corp /DE/ | $206,974 | 0.1% | NEW | 88.3 |
| 233 |  $STX | Seagate Technology Holdings plc | $205,674 | 0.1% | NEW | — |
| 234 |  $MTZ | MASTEC INC | $205,592 | 0.1% | NEW | 59.7 |
| 235 |  $COF | CAPITAL ONE FINANCIAL CORP | $205,051 | 0.1% | -38% | 71 |
| 236 |  $TJX | TJX COMPANIES INC /DE/ | $203,298 | 0.1% | NEW | 70.7 |
| 237 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $200,005 | 0.1% | +0% | 69.5 |
| 238 | — | TORTOISE CAPITAL SERIES TRUS | $185,133 | 0.1% | +0% | — |
| 239 |  $BDN | BRANDYWINE REALTY TRUST | $162,619 | 0.1% | +17% | 31.5 |
| 240 |  $COLD | AMERICOLD REALTY TRUST | $138,104 | 0.1% | NEW | 37.1 |
| 241 |  $CIG | ENERGY CO OF MINAS GERAIS | $94,625 | 0.0% | +9% | — |
| 242 |  $STKL | SunOpta Inc. | $77,721 | 0.0% | NEW | 53.6 |
| 243 |  $PTON | PELOTON INTERACTIVE, INC. | $47,555 | 0.0% | NEW | 41.6 |
| 244 |  $GPMT | Granite Point Mortgage Trust Inc. | $35,047 | 0.0% | -52% | — |
| 245 |  $ALIT | Alight, Inc. / Delaware | $12,434 | 0.0% | NEW | 34.4 |
New Positions (25)
$GLD SPDR GOLD TRUST$457,398$ABNB Airbnb, Inc.$314,563$GLW CORNING INC /NY$264,462 FIDELITY MERRIMACK STR TR$254,950
$MPC Marathon Petroleum Corp$249,552$COP CONOCOPHILLIPS$238,319$MAA MID AMERICA APARTMENT COMMUNITIES INC.$232,761$EME EMCOR Group, Inc.$224,446$NOW ServiceNow, Inc.$223,005$ETN Eaton Corp plc$222,828$D DOMINION ENERGY, INC$221,260$SPGI S&P Global Inc.$216,073$BEN FRANKLIN RESOURCES INC$212,934$AMAT APPLIED MATERIALS INC /DE$211,226$KO COCA COLA CO$210,440Exited Positions (16)
$TEAM Atlassian Corp
$BBY BEST BUY CO INC
$PLTR Palantir Technologies Inc.
$ANET Arista Networks, Inc.
$EXK ENDEAVOUR SILVER CORP
$HOLX HOLOGIC INC
$MEDP Medpace Holdings, Inc.
$ESTC Elastic N.V.
$ADP AUTOMATIC DATA PROCESSING INC
$LVS LAS VEGAS SANDS CORP
$EHC Encompass Health Corp
$SNOW Snowflake Inc.
$ADT ADT Inc.$CIENPUT CIENA CORP$NVDAPUT NVIDIA CORPBrowse Top Institutional Investors
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