Tripletail Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2079812
Institutional-grade research for retail investors
13F Reported Value
ⓘ$73.4M
Holdings
255
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tripletail Wealth Management, LLC disclosed 255 positions worth $73.4M in its Form 13F-HR for Q1 2026, led by $JBTM (JBT MAREL Corp) at 19.6% of the equity portfolio, followed by $NVDA and $IVZ. During the quarter the fund opened 6 new positions and exited 22 — including a new stake in $BKR and a full exit from $LGND. The portfolio is most concentrated in Technology (27.0% of disclosed assets). All figures are sourced directly from Tripletail Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2079812.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyIndustrialsOtherFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 55.7#1,146
Quality
$14.3M114,615 sh - 90.2#1
Quality
$4.1M23,378 sh - —
Quality
$2.3M11,822 sh - 76.1
Quality
$2.2M8,478 sh - 74.6
Quality
$1.7M7,958 sh - 83.7
Quality
$1.6M4,388 sh PGIM ETF TR
—Quality
$1.5M31,028 shPACER FDS TR
—Quality
$1.4M34,256 shISHARES TR
—Quality
$1.4M11,971 sh- 35.6
Quality
$1.3M4,265 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JBT MAREL Corp$JBTM | 55.7#1,146 | $14.3M | 114,615 |
 NVIDIA CORP$NVDA | 90.2#1 | $4.1M | 23,378 |
 Invesco Ltd.$IVZ | — | $2.3M | 11,822 |
 Apple Inc.$AAPL | 76.1 | $2.2M | 8,478 |
 AMAZON COM INC$AMZN | 74.6 | $1.7M | 7,958 |
 MICROSOFT CORP$MSFT | 83.7 | $1.6M | 4,388 |
| PGIM ETF TR | — | $1.5M | 31,028 |
| PACER FDS TR | — | $1.4M | 34,256 |
| ISHARES TR | — | $1.4M | 11,971 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $1.3M | 4,265 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tripletail Wealth Management, LLC's 255 positions.
Showing top 10 of 255 holdings.
Sector Allocation
Technology
$19.8M
Industrials
$18.1M
Other
$13.1M
Financials
$8.0M
Healthcare
$4.1M
Consumer Discretionary
$3.6M
Energy
$3.1M
Materials
$1.4M
Full Holdings — Tripletail Wealth Management, LLC (Q1 2026)
All 255 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 | $JBTM | JBT MAREL Corp | $14.3M | 19.6% | +0% | 55.7 |
| 2 | $NVDA | NVIDIA CORP | $4.1M | 5.7% | -1% | 90.2 |
| 3 | $IVZ | Invesco Ltd. | $2.3M | 3.1% | +9% | — |
| 4 | $AAPL | Apple Inc. | $2.2M | 3.0% | -1% | 76.1 |
| 5 | $AMZN | AMAZON COM INC | $1.7M | 2.3% | +2% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $1.6M | 2.2% | -3% | 83.7 |
| 7 | — | PGIM ETF TR | $1.5M | 2.1% | +2% | — |
| 8 | — | PACER FDS TR | $1.4M | 1.9% | -13% | — |
| 9 | — | ISHARES TR | $1.4M | 1.9% | -50% | — |
| 10 | $JPM | JPMORGAN CHASE & CO | $1.3M | 1.7% | -1% | 35.6 |
| 11 |  $ANET | Arista Networks, Inc. | $1.2M | 1.6% | -2% | 86 |
| 12 |  $GOOG | Alphabet Inc. | $1.2M | 1.6% | +5% | 80.2 |
| 13 | — | PACER FDS TR | $1.2M | 1.6% | -28% | — |
| 14 |  $AVGO | Broadcom Inc. | $1.2M | 1.6% | -1% | 86.4 |
| 15 |  $VRT | Vertiv Holdings Co | $1.1M | 1.5% | -10% | 82.7 |
| 16 |  $KMI | KINDER MORGAN, INC. | $1.0M | 1.4% | +1% | 74.6 |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.4% | +2789% | — |
| 18 | — | PACER FDS TR | $1.0M | 1.4% | -15% | — |
| 19 |  $MU | MICRON TECHNOLOGY INC | $980,424 | 1.3% | -2% | 88.4 |
| 20 |  $CAT | CATERPILLAR INC | $908,001 | 1.2% | -20% | 67.8 |
| 21 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $815,950 | 1.1% | -1% | 66.7 |
| 22 | — | PACER FDS TR | $769,929 | 1.1% | -18% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $754,690 | 1.0% | -11% | 64.5 |
| 24 |  $NFLX | NETFLIX INC | $665,955 | 0.9% | -0% | 86.7 |
| 25 |  $LLY | ELI LILLY & Co | $664,262 | 0.9% | -7% | 89.3 |
| 26 |  $META | Meta Platforms, Inc. | $661,778 | 0.9% | -7% | 80.9 |
| 27 |  $PSX | Phillips 66 | $635,766 | 0.9% | -2% | 47.6 |
| 28 |  $GSK | GSK plc | $631,640 | 0.9% | -4% | — |
| 29 |  $MP | MP Materials Corp. / DE | $622,968 | 0.8% | +9% | 23.5 |
| 30 |  $PANW | Palo Alto Networks Inc | $596,696 | 0.8% | -8% | 66.5 |
| 31 |  $AXP | AMERICAN EXPRESS CO | $585,051 | 0.8% | -0% | 73.2 |
| 32 | — | PACER FDS TR | $554,725 | 0.8% | -19% | — |
| 33 |  $ABBV | AbbVie Inc. | $538,598 | 0.7% | -1% | 59.3 |
| 34 |  $XOM | EXXON MOBIL CORP | $517,261 | 0.7% | +0% | 61.8 |
| 35 |  $TSLA | Tesla, Inc. | $504,105 | 0.7% | +1% | 50.1 |
| 36 |  $GS | GOLDMAN SACHS GROUP INC | $478,987 | 0.7% | +3% | — |
| 37 |  $QCOM | QUALCOMM INC/DE | $450,013 | 0.6% | -1% | 81.9 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $438,463 | 0.6% | -4% | 67 |
| 39 |  $GEV | GE Vernova Inc. | $434,009 | 0.6% | +44% | 70.1 |
| 40 | — | PACER FDS TR | $426,442 | 0.6% | -22% | — |
| 41 | — | VANGUARD WORLD FD | $424,871 | 0.6% | -4% | — |
| 42 |  $TEL | TE Connectivity plc | $399,533 | 0.5% | -11% | — |
| 43 |  $MS | MORGAN STANLEY | $390,814 | 0.5% | +0% | — |
| 44 | — | WEDBUSH SER TR | $362,304 | 0.5% | +499% | — |
| 45 |  $HD | HOME DEPOT, INC. | $360,547 | 0.5% | +0% | 69.2 |
| 46 |  $VST | Vistra Corp. | $352,098 | 0.5% | +4% | 62.9 |
| 47 |  $RIO | RIO TINTO PLC | $342,665 | 0.5% | -22% | — |
| 48 |  $UNM | Unum Group | $326,645 | 0.5% | -6% | 49.5 |
| 49 |  $WMT | Walmart Inc. | $299,129 | 0.4% | +0% | 63.2 |
| 50 |  $VOYG | Voyager Technologies, Inc./TX | $297,300 | 0.4% | -60% | 27.6 |
| 51 | — | VANGUARD WHITEHALL FDS | $293,258 | 0.4% | +3% | — |
| 52 |  $BKR | Baker Hughes Co | $292,843 | 0.4% | NEW | 63.4 |
| 53 |  $KO | COCA COLA CO | $291,613 | 0.4% | +0% | 74 |
| 54 |  $AMGN | AMGEN INC | $282,527 | 0.4% | -2% | 79.5 |
| 55 |  $COP | CONOCOPHILLIPS | $272,004 | 0.4% | -1% | 74.8 |
| 56 |  $NBIS | Nebius Group N.V. | $270,418 | 0.4% | +13% | — |
| 57 |  $C | CITIGROUP INC | $265,075 | 0.4% | +2% | 54.8 |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $263,927 | 0.4% | -6% | 72.3 |
| 59 |  $AMAT | APPLIED MATERIALS INC /DE | $263,443 | 0.4% | -3% | 74.8 |
| 60 | — | J P MORGAN EXCHANGE TRADED F | $262,448 | 0.4% | +1043% | — |
| 61 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $261,400 | 0.4% | +0% | — |
| 62 |  $MRK | Merck & Co., Inc. | $248,146 | 0.3% | -8% | 70.9 |
| 63 |  $MCD | MCDONALDS CORP | $238,955 | 0.3% | -3% | 73.9 |
| 64 | — | SELECT SECTOR SPDR TR | $235,515 | 0.3% | -4% | — |
| 65 |  $ISRG | INTUITIVE SURGICAL INC | $218,350 | 0.3% | -2% | 81.4 |
| 66 |  $CRWV | CoreWeave, Inc. | $215,880 | 0.3% | -3% | 46.5 |
| 67 |  $HCA | HCA Healthcare, Inc. | $214,687 | 0.3% | +0% | 70.5 |
| 68 |  $CVX | CHEVRON CORP | $213,893 | 0.3% | +0% | 54.7 |
| 69 |  $INOD | INNODATA INC | $210,623 | 0.3% | +7% | 70.6 |
| 70 |  $TXN | TEXAS INSTRUMENTS INC | $208,706 | 0.3% | +0% | 70.4 |
| 71 |  $CRWD | CrowdStrike Holdings, Inc. | $205,547 | 0.3% | -2% | 55 |
| 72 | — | SELECT SECTOR SPDR TR | $201,450 | 0.3% | -34% | — |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $198,162 | 0.3% | -11% | 68.4 |
| 74 |  $SYK | STRYKER CORP | $192,293 | 0.3% | +0% | 69.8 |
| 75 |  $NET | Cloudflare, Inc. | $190,521 | 0.3% | -2% | 52.6 |
| 76 |  $MRVL | Marvell Technology, Inc. | $184,551 | 0.3% | +0% | 77.3 |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $184,269 | 0.3% | +2% | — |
| 78 |  $TH | Target Hospitality Corp. | $182,522 | 0.3% | +13% | 29.5 |
| 79 | — | ISHARES TR | $179,896 | 0.3% | +0% | — |
| 80 |  $SO | SOUTHERN CO | $178,334 | 0.2% | +2% | 65.1 |
| 81 |  $DCTH | DELCATH SYSTEMS, INC. | $177,028 | 0.2% | -50% | 54.9 |
| 82 |  $V | VISA INC. | $170,253 | 0.2% | +12% | 83.5 |
| 83 |  $QNST | QUINSTREET, INC | $168,311 | 0.2% | +50% | 68.9 |
| 84 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $160,556 | 0.2% | +3% | 66.5 |
| 85 |  $PERI | Perion Network Ltd. | $158,907 | 0.2% | -86% | — |
| 86 |  $GLD | SPDR GOLD TRUST | $155,446 | 0.2% | +7% | — |
| 87 | — | VANGUARD ADMIRAL FDS INC | $152,991 | 0.2% | +95% | — |
| 88 |  $HROW | HARROW, INC. | $152,892 | 0.2% | NEW | 41.6 |
| 89 |  $AFL | AFLAC INC | $151,689 | 0.2% | -3% | 60.3 |
| 90 |  $LOW | LOWES COMPANIES INC | $149,476 | 0.2% | +0% | 63.5 |
| 91 | — | J P MORGAN EXCHANGE TRADED F | $148,567 | 0.2% | +588% | — |
| 92 |  $GEHC | GE HealthCare Technologies Inc. | $147,805 | 0.2% | -1% | 58.2 |
| 93 |  $PG | PROCTER & GAMBLE Co | $147,557 | 0.2% | +0% | 72.9 |
| 94 |  $ADI | ANALOG DEVICES INC | $145,481 | 0.2% | -9% | 76.2 |
| 95 |  $PH | Parker-Hannifin Corp | $144,382 | 0.2% | -6% | 73.8 |
| 96 |  $MMM | 3M CO | $135,657 | 0.2% | +0% | 60.7 |
| 97 |  $HMC | HONDA MOTOR CO LTD | $131,231 | 0.2% | +0% | — |
| 98 |  $CRM | Salesforce, Inc. | $131,213 | 0.2% | +3% | 75.2 |
| 99 | — | J P MORGAN EXCHANGE TRADED F | $128,230 | 0.2% | +555% | — |
| 100 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $127,226 | 0.2% | +0% | 76.6 |
| 101 |  $SPY | SPDR S&P 500 ETF TRUST | $125,919 | 0.2% | -7% | — |
| 102 |  $WM | WASTE MANAGEMENT INC | $125,479 | 0.2% | -20% | 70.7 |
| 103 |  $KKR | KKR & Co. Inc. | $121,336 | 0.2% | -45% | 49.8 |
| 104 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $115,913 | 0.2% | +22% | 60.5 |
| 105 |  $LMT | LOCKHEED MARTIN CORP | $115,216 | 0.2% | -5% | 65 |
| 106 |  $BGC | BGC Group, Inc. | $114,421 | 0.2% | +9% | 69.9 |
| 107 |  $CCJ | CAMECO CORP | $112,570 | 0.1% | +0% | — |
| 108 |  $ETN | Eaton Corp plc | $112,302 | 0.1% | +0% | — |
| 109 |  $CEG | Constellation Energy Corp | $111,856 | 0.1% | +0% | 62.5 |
| 110 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $109,596 | 0.1% | +0% | 63.7 |
| 111 |  $TFC | TRUIST FINANCIAL CORP | $102,101 | 0.1% | +241% | — |
| 112 |  $ZS | Zscaler, Inc. | $93,528 | 0.1% | +0% | 57.9 |
| 113 | — | J P MORGAN EXCHANGE TRADED F | $91,051 | 0.1% | +484% | — |
| 114 |  $NVS | NOVARTIS AG | $90,878 | 0.1% | +0% | — |
| 115 | — | VANGUARD WORLD FD | $89,600 | 0.1% | +0% | — |
| 116 | — | ISHARES INC | $88,411 | 0.1% | NEW | — |
| 117 |  $VELO | Velo3D, Inc. | $87,912 | 0.1% | NEW | 15.2 |
| 118 |  $ASUR | ASURE SOFTWARE INC | $86,275 | 0.1% | +8% | — |
| 119 | — | PACER FDS TR | $84,970 | 0.1% | +5000% | — |
| 120 |  $MATW | MATTHEWS INTERNATIONAL CORP | $81,597 | 0.1% | +14% | 41.3 |
| 121 |  $BP | BP PLC | $75,957 | 0.1% | -12% | — |
| 122 |  $OWL | BLUE OWL CAPITAL INC. | $74,559 | 0.1% | +13% | 59.4 |
| 123 | — | ISHARES TR | $74,380 | 0.1% | +0% | — |
| 124 |  $LNTH | Lantheus Holdings, Inc. | $73,056 | 0.1% | -8% | 66.9 |
| 125 |  $BBSI | BARRETT BUSINESS SERVICES INC | $72,915 | 0.1% | +28% | 46.8 |
| 126 |  $MPAA | MOTORCAR PARTS OF AMERICA INC | $70,782 | 0.1% | +293% | 48.8 |
| 127 |  $ATRO | ASTRONICS CORP | $69,142 | 0.1% | -9% | 57.1 |
| 128 |  $LRCX | LAM RESEARCH CORP | $65,532 | 0.1% | +0% | 82.4 |
| 129 |  $AJG | Arthur J. Gallagher & Co. | $65,283 | 0.1% | +0% | 72.1 |
| 130 |  $F | FORD MOTOR CO | $63,835 | 0.1% | -15% | 58.5 |
| 131 |  $JEF | Jefferies Financial Group Inc. | $63,338 | 0.1% | +33% | 65.6 |
| 132 |  $DIS | Walt Disney Co | $63,280 | 0.1% | -4% | 68.9 |
| 133 |  $JNJ | JOHNSON & JOHNSON | $63,190 | 0.1% | +0% | 72.8 |
| 134 |  $PLTR | Palantir Technologies Inc. | $58,196 | 0.1% | +69% | 85.8 |
| 135 | — | J P MORGAN EXCHANGE TRADED F | $57,616 | 0.1% | +123% | — |
| 136 | — | ISHARES TR | $56,248 | 0.1% | +0% | — |
| 137 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $55,112 | 0.1% | -4% | 72.9 |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $54,317 | 0.1% | +142% | — |
| 139 | — | VANGUARD WORLD FD | $52,703 | 0.1% | +0% | — |
| 140 |  $ROP | ROPER TECHNOLOGIES INC | $52,250 | 0.1% | -10% | 72.2 |
| 141 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $51,037 | 0.1% | +0% | — |
| 142 |  $ACNB | ACNB CORP | $50,880 | 0.1% | +0% | 54.2 |
| 143 |  $PYPL | PayPal Holdings, Inc. | $49,874 | 0.1% | +120% | 70.5 |
| 144 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $49,117 | 0.1% | -16% | 66.3 |
| 145 | — | VANGUARD WORLD FD | $48,569 | 0.1% | +0% | — |
| 146 | — | SELECT SECTOR SPDR TR | $48,447 | 0.1% | -68% | — |
| 147 | — | ISHARES TR | $48,408 | 0.1% | -83% | — |
| 148 |  $LYB | LyondellBasell Industries N.V. | $48,158 | 0.1% | +0% | — |
| 149 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $47,940 | 0.1% | -32% | 74.4 |
| 150 |  $APD | Air Products & Chemicals, Inc. | $47,849 | 0.1% | -9% | 41.2 |
| 151 |  $GOOGL | Alphabet Inc. | $47,114 | 0.1% | +0% | 80.2 |
| 152 |  $ENTG | ENTEGRIS INC | $47,026 | 0.1% | -8% | 57.7 |
| 153 |  $HTB | HomeTrust Bancshares, Inc. | $43,470 | 0.1% | +0% | — |
| 154 |  $QBTS | D-Wave Quantum Inc. | $42,960 | 0.1% | -14% | 24.7 |
| 155 |  $EW | Edwards Lifesciences Corp | $42,470 | 0.1% | -4% | 67.6 |
| 156 |  $EXP | EAGLE MATERIALS INC | $41,727 | 0.1% | -2% | 62.7 |
| 157 | — | VANGUARD SPECIALIZED FUNDS | $41,260 | 0.1% | NEW | — |
| 158 |  $BLK | BlackRock, Inc. | $38,662 | 0.1% | +0% | 70.3 |
| 159 |  $FAF | First American Financial Corp | $38,432 | 0.1% | +0% | 65 |
| 160 |  $SMBK | SMARTFINANCIAL INC. | $38,344 | 0.1% | +0% | — |
| 161 |  $GD | GENERAL DYNAMICS CORP | $38,051 | 0.1% | +1111% | 73 |
| 162 | — | VANGUARD WORLD FD | $37,058 | 0.1% | +0% | — |
| 163 |  $TGT | TARGET CORP | $36,617 | 0.1% | -6% | 53.1 |
| 164 |  $VZ | VERIZON COMMUNICATIONS INC | $35,667 | 0.1% | +0% | 71.6 |
| 165 |  $PEP | PEPSICO INC | $34,856 | 0.1% | -8% | 62.7 |
| 166 |  $IBIT | iShares Bitcoin Trust ETF | $34,173 | 0.1% | +13% | — |
| 167 |  $SYY | SYSCO CORP | $33,445 | 0.1% | -13% | 58.4 |
| 168 | — | VANGUARD WORLD FD | $33,151 | 0.1% | +0% | — |
| 169 | — | VANGUARD INDEX FDS | $32,561 | 0.0% | -16% | — |
| 170 | — | VANGUARD WORLD FD | $32,514 | 0.0% | -27% | — |
| 171 | — | VANGUARD INDEX FDS | $30,143 | 0.0% | +0% | — |
| 172 | — | ALPS ETF TR | $29,856 | 0.0% | +0% | — |
| 173 |  $ASTS | AST SpaceMobile, Inc. | $29,638 | 0.0% | +0% | 29.6 |
| 174 |  $CMI | CUMMINS INC | $29,133 | 0.0% | +0% | 58.9 |
| 175 | — | VANGUARD INDEX FDS | $28,996 | 0.0% | -17% | — |
| 176 | — | VANGUARD WORLD FD | $28,577 | 0.0% | +0% | — |
| 177 |  $MDT | Medtronic plc | $27,981 | 0.0% | -6% | — |
| 178 |  $NEE | NEXTERA ENERGY INC | $27,945 | 0.0% | +0% | 71.7 |
| 179 |  $FBK | FB Financial Corp | $27,773 | 0.0% | +0% | — |
| 180 |  $DHR | DANAHER CORP /DE/ | $27,712 | 0.0% | +0% | 63.9 |
| 181 |  $NDAQ | NASDAQ, INC. | $25,995 | 0.0% | +0% | 78.5 |
| 182 |  $PBFS | Pioneer Bancorp, Inc./MD | $23,660 | 0.0% | -93% | 57.1 |
| 183 |  $BMY | BRISTOL MYERS SQUIBB CO | $22,410 | 0.0% | +0% | 70.1 |
| 184 |  $FISV | FISERV INC | $22,183 | 0.0% | +0% | 67.4 |
| 185 |  $ADSK | Autodesk, Inc. | $21,189 | 0.0% | +0% | 76.4 |
| 186 |  $MTB | M&T BANK CORP | $21,016 | 0.0% | +0% | 64.1 |
| 187 |  $NNE | Nano Nuclear Energy Inc. | $20,952 | 0.0% | -14% | — |
| 188 |  $CPRT | COPART INC | $20,441 | 0.0% | +0% | 74.9 |
| 189 |  $BHB | BAR HARBOR BANKSHARES | $20,179 | 0.0% | +221% | — |
| 190 |  $RGTI | Rigetti Computing, Inc. | $19,866 | 0.0% | +0% | 8.1 |
| 191 |  $CB | Chubb Ltd | $19,700 | 0.0% | -63% | — |
| 192 | — | STATE STR SPDR DOW JONES IND | $18,602 | 0.0% | +0% | — |
| 193 | — | J P MORGAN EXCHANGE TRADED F | $18,540 | 0.0% | +0% | — |
| 194 |  $SNOW | Snowflake Inc. | $17,463 | 0.0% | +0% | 49.6 |
| 195 |  $SBUX | STARBUCKS CORP | $16,538 | 0.0% | -11% | 54.6 |
| 196 |  $ALPS | Alps Group Inc | $15,288 | 0.0% | +0% | — |
| 197 |  $AMD | ADVANCED MICRO DEVICES INC | $15,225 | 0.0% | +11% | 78.8 |
| 198 |  $RTX | RTX Corp | $14,716 | 0.0% | +0% | 70 |
| 199 |  $AZN | ASTRAZENECA PLC | $14,448 | 0.0% | -51% | — |
| 200 |  $DXCM | DEXCOM INC | $14,186 | 0.0% | +0% | 77.9 |
| 201 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $13,991 | 0.0% | +0% | 47.2 |
| 202 |  $CTAS | CINTAS CORP | $13,947 | 0.0% | +0% | 76.3 |
| 203 |  $FTNT | Fortinet, Inc. | $13,865 | 0.0% | +0% | 78.1 |
| 204 |  $CDW | CDW Corp | $12,079 | 0.0% | +0% | 61.6 |
| 205 |  $NKE | NIKE, Inc. | $11,975 | 0.0% | +0% | 53.4 |
| 206 |  $BBW | BUILD-A-BEAR WORKSHOP INC | $11,916 | 0.0% | +0% | 61.7 |
| 207 |  $PFH | PRUDENTIAL FINANCIAL INC | $11,027 | 0.0% | +0% | 58.6 |
| 208 |  $SMR | NUSCALE POWER Corp | $10,658 | 0.0% | +24% | 26.6 |
| 209 | — | PACER FDS TR | $10,592 | 0.0% | +0% | — |
| 210 |  $ANDE | Andersons, Inc. | $10,351 | 0.0% | +0% | 39.7 |
| 211 |  $IONQ | IonQ, Inc. | $10,255 | 0.0% | +0% | 32.8 |
| 212 |  $ADBE | ADOBE INC. | $9,960 | 0.0% | -50% | 80.4 |
| 213 |  $KMB | KIMBERLY CLARK CORP | $9,613 | 0.0% | +0% | 61.7 |
| 214 |  $UNP | UNION PACIFIC CORP | $9,544 | 0.0% | +0% | 74 |
| 215 |  $ENB | ENBRIDGE INC | $9,530 | 0.0% | -29% | — |
| 216 |  $QXO | QXO, Inc. | $9,515 | 0.0% | NEW | 53.5 |
| 217 |  $DAL | DELTA AIR LINES, INC. | $9,346 | 0.0% | +0% | 64.4 |
| 218 |  $UBSI | UNITED BANKSHARES INC/WV | $8,374 | 0.0% | +0% | — |
| 219 |  $PLD | Prologis, Inc. | $7,759 | 0.0% | +0% | 67.5 |
| 220 |  $AES | AES CORP | $7,150 | 0.0% | +0% | 50.9 |
| 221 |  $ACN | Accenture plc | $6,845 | 0.0% | +0% | — |
| 222 |  $HPQ | HP INC | $6,614 | 0.0% | -46% | 58.9 |
| 223 |  $CROX | Crocs, Inc. | $5,856 | 0.0% | +0% | 42.1 |
| 224 |  $NVO | NOVO NORDISK A S | $5,843 | 0.0% | -7% | — |
| 225 |  $ABNB | Airbnb, Inc. | $5,748 | 0.0% | -94% | 70.1 |
| 226 |  $RF | REGIONS FINANCIAL CORP | $5,294 | 0.0% | +0% | — |
| 227 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $4,999 | 0.0% | +0% | 64.9 |
| 228 |  $RH | RH | $4,538 | 0.0% | +0% | 53.2 |
| 229 |  $LULU | lululemon athletica inc. | $4,516 | 0.0% | +0% | 62.9 |
| 230 |  $UPS | UNITED PARCEL SERVICE INC | $4,418 | 0.0% | +0% | 58.2 |
| 231 |  $DDOG | Datadog, Inc. | $4,213 | 0.0% | -56% | 62.9 |
| 232 |  $ASML | ASML HOLDING NV | $3,952 | 0.0% | +0% | — |
| 233 |  $EMR | EMERSON ELECTRIC CO | $3,951 | 0.0% | +0% | 65.9 |
| 234 |  $DOW | DOW INC. | $3,892 | 0.0% | +0% | 38 |
| 235 |  $LIN | LINDE PLC | $3,518 | 0.0% | +0% | — |
| 236 |  $ETSY | ETSY INC | $3,408 | 0.0% | +0% | 50.4 |
| 237 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $3,189 | 0.0% | +0% | 60.9 |
| 238 |  $OKE | ONEOK INC /NEW/ | $3,091 | 0.0% | +0% | 72 |
| 239 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2,856 | 0.0% | +0% | 77.9 |
| 240 |  $ITW | ILLINOIS TOOL WORKS INC | $2,840 | 0.0% | +0% | 71.2 |
| 241 |  $AMT | AMERICAN TOWER CORP /MA/ | $2,780 | 0.0% | +0% | 69.8 |
| 242 |  $LEU | CENTRUS ENERGY CORP | $2,748 | 0.0% | +0% | 65.1 |
| 243 |  $ABT | ABBOTT LABORATORIES | $2,675 | 0.0% | +0% | 67 |
| 244 |  $CVS | CVS HEALTH Corp | $2,499 | 0.0% | +0% | 51.3 |
| 245 |  $UNH | UNITEDHEALTH GROUP INC | $2,495 | 0.0% | +0% | 66.8 |
| 246 |  $SOLV | Solventum Corp | $2,479 | 0.0% | +0% | 55.7 |
| 247 |  $OKLO | Oklo Inc. | $2,407 | 0.0% | +0% | — |
| 248 | — | VANGUARD ADMIRAL FDS INC | $2,045 | 0.0% | +0% | — |
| 249 |  $SLV | iShares Silver Trust | $1,974 | 0.0% | +0% | — |
| 250 |  $TEAM | Atlassian Corp | $1,024 | 0.0% | +0% | 56.8 |
| 251 |  $CGC | Canopy Growth Corp | $900 | 0.0% | +0% | 20.1 |
| 252 | — | SELECT SECTOR SPDR TR | $408 | 0.0% | -100% | — |
| 253 |  $MICC | Magnum Ice Cream Co N.V. | $358 | 0.0% | +0% | — |
| 254 | — | SELECT SECTOR SPDR TR | $335 | 0.0% | -100% | — |
| 255 |  $TTD | Trade Desk, Inc. | $198 | 0.0% | -86% | 72.2 |
New Positions (6)
Exited Positions (22)
$LGND LIGAND PHARMACEUTICALS INC
$AIOT Powerfleet, Inc.
$III Information Services Group Inc.
$PNFP Pinnacle Financial Partners, Inc.
$LAKE LAKELAND INDUSTRIES INC
$TROX Tronox Holdings plc
$XYZ Block, Inc. SPDR SERIES TRUST
$GE GENERAL ELECTRIC CO
$PATH UiPath, Inc.
$SNPS SYNOPSYS INC
$UL UNILEVER PLC
$FUBO FuboTV Inc.
$NB NIOCORP DEVELOPMENTS LTD
$INTC INTEL CORPBrowse Top Institutional Investors
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