Third View Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2083406
Institutional-grade research for retail investors
13F Reported Value
ⓘ$730.3M
Holdings
267
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Third View Private Wealth, LLC disclosed 267 positions worth $730.3M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 6.2% of the equity portfolio. During the quarter the fund opened 24 new positions and exited 28 — including a new stake in $OTIS and a full exit from $ENB. The portfolio is most concentrated in Technology (35.2% of disclosed assets). All figures are sourced directly from Third View Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2083406.
Sector Allocation
TechnologyFinancialsOtherIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$45.5M260,972 sh ISHARES TR
—Quality
$29.7M342,204 sh- 74.6#152
Quality
$26.4M126,525 sh - 80.9
Quality
$26.0M45,435 sh - 83.7
Quality
$25.5M68,951 sh - 80.2
Quality
$23.6M81,977 sh - 50.1
Quality
$23.1M62,158 sh - 83.5
Quality
$18.2M60,069 sh - 86.7
Quality
$17.9M186,439 sh - 76.1
Quality
$17.7M69,876 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $45.5M | 260,972 |
| ISHARES TR | — | $29.7M | 342,204 |
 AMAZON COM INC$AMZN | 74.6#152 | $26.4M | 126,525 |
 Meta Platforms, Inc.$META | 80.9 | $26.0M | 45,435 |
 MICROSOFT CORP$MSFT | 83.7 | $25.5M | 68,951 |
 Alphabet Inc.$GOOG | 80.2 | $23.6M | 81,977 |
 Tesla, Inc.$TSLA | 50.1 | $23.1M | 62,158 |
 VISA INC.$V | 83.5 | $18.2M | 60,069 |
 NETFLIX INC$NFLX | 86.7 | $17.9M | 186,439 |
 Apple Inc.$AAPL | 76.1 | $17.7M | 69,876 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Third View Private Wealth, LLC's 267 positions.
Showing top 10 of 267 holdings.
Sector Allocation
Technology
$256.8M
Financials
$87.2M
Other
$80.4M
Industrials
$70.4M
Consumer Discretionary
$54.0M
Healthcare
$46.1M
Communication Services
$37.9M
Materials
$26.7M
Full Holdings — Third View Private Wealth, LLC (Q1 2026)
All 267 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 | $NVDA | NVIDIA CORP | $45.5M | 6.2% | +5% | 90.2 |
| 2 | — | ISHARES TR | $29.7M | 4.1% | +10% | — |
| 3 | $AMZN | AMAZON COM INC | $26.4M | 3.6% | +8% | 74.6 |
| 4 | $META | Meta Platforms, Inc. | $26.0M | 3.6% | +8% | 80.9 |
| 5 | $MSFT | MICROSOFT CORP | $25.5M | 3.5% | +11% | 83.7 |
| 6 | $GOOG | Alphabet Inc. | $23.6M | 3.2% | +6% | 80.2 |
| 7 | $TSLA | Tesla, Inc. | $23.1M | 3.2% | +8% | 50.1 |
| 8 | $V | VISA INC. | $18.2M | 2.5% | +6% | 83.5 |
| 9 | $NFLX | NETFLIX INC | $17.9M | 2.5% | +8% | 86.7 |
| 10 | $AAPL | Apple Inc. | $17.7M | 2.4% | -0% | 76.1 |
| 11 |  $GOOGL | Alphabet Inc. | $17.7M | 2.4% | +6% | 80.2 |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $15.8M | 2.2% | +2% | — |
| 13 | — | VANGUARD INDEX FDS | $13.9M | 1.9% | +13% | — |
| 14 |  $BA | BOEING CO | $12.8M | 1.8% | +11% | 51.8 |
| 15 |  $ORCL | ORACLE CORP | $11.9M | 1.6% | -4% | 67.2 |
| 16 |  $ADI | ANALOG DEVICES INC | $9.1M | 1.3% | +0% | 76.2 |
| 17 |  $XOM | EXXON MOBIL CORP | $9.1M | 1.2% | -11% | 61.8 |
| 18 |  $WMB | WILLIAMS COMPANIES, INC. | $8.8M | 1.2% | +26% | 72.8 |
| 19 |  $SHOP | SHOPIFY INC. | $8.4M | 1.1% | +7% | — |
| 20 |  $AVGO | Broadcom Inc. | $8.4M | 1.1% | +4% | 86.4 |
| 21 |  $MNST | Monster Beverage Corp | $8.0M | 1.1% | +7% | 77 |
| 22 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.5M | 1.0% | +8% | 76.6 |
| 23 |  $DIS | Walt Disney Co | $7.4M | 1.0% | +7% | 68.9 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $7.1M | 1.0% | +4% | 35.6 |
| 25 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $6.0M | 0.8% | +9% | 75.1 |
| 26 |  $ADSK | Autodesk, Inc. | $5.9M | 0.8% | +7% | 76.4 |
| 27 |  $APO | Apollo Global Management, Inc. | $5.9M | 0.8% | +96% | 55.7 |
| 28 |  $APD | Air Products & Chemicals, Inc. | $5.9M | 0.8% | -4% | 41.2 |
| 29 |  $VMC | Vulcan Materials CO | $5.9M | 0.8% | +4% | 66.6 |
| 30 |  $TXN | TEXAS INSTRUMENTS INC | $5.5M | 0.8% | +8% | 70.4 |
| 31 |  $CRM | Salesforce, Inc. | $5.0M | 0.7% | +6% | 75.2 |
| 32 |  $KO | COCA COLA CO | $4.9M | 0.7% | +5% | 74 |
| 33 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $4.6M | 0.6% | +92% | 71.5 |
| 34 |  $LIN | LINDE PLC | $4.4M | 0.6% | +6% | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $4.4M | 0.6% | +6% | 72.8 |
| 36 |  $UNP | UNION PACIFIC CORP | $4.3M | 0.6% | +5% | 74 |
| 37 |  $BDX | BECTON DICKINSON & CO | $4.3M | 0.6% | +5% | 50.7 |
| 38 |  $BX | Blackstone Inc. | $4.1M | 0.6% | +309% | 68 |
| 39 |  $CCZ | COMCAST CORP | $4.1M | 0.6% | +6% | 70.4 |
| 40 |  $SRE | SEMPRA | $4.1M | 0.6% | +9% | 47.6 |
| 41 |  $TMUS | T-Mobile US, Inc. | $4.0M | 0.6% | +8% | 72.7 |
| 42 |  $PSA | Public Storage | $3.9M | 0.5% | +16% | 73.9 |
| 43 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.9M | 0.5% | +49% | 69.8 |
| 44 |  $UL | UNILEVER PLC | $3.9M | 0.5% | +6% | — |
| 45 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.7M | 0.5% | +8% | 63.7 |
| 46 |  $SBUX | STARBUCKS CORP | $3.7M | 0.5% | +10% | 54.6 |
| 47 |  $NVS | NOVARTIS AG | $3.6M | 0.5% | +6% | — |
| 48 |  $HLN | Haleon plc | $3.6M | 0.5% | +6% | — |
| 49 |  $AZN | ASTRAZENECA PLC | $3.6M | 0.5% | -44% | — |
| 50 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.5M | 0.5% | +167% | — |
| 51 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.5M | 0.5% | +61% | 77.9 |
| 52 |  $ISRG | INTUITIVE SURGICAL INC | $3.5M | 0.5% | +5% | 81.4 |
| 53 |  $TRV | TRAVELERS COMPANIES, INC. | $3.4M | 0.5% | +4% | 71.5 |
| 54 |  $WM | WASTE MANAGEMENT INC | $3.4M | 0.5% | +4% | 70.7 |
| 55 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $3.4M | 0.5% | +6% | 71.2 |
| 56 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.3M | 0.5% | +5% | 71 |
| 57 |  $DE | DEERE & CO | $3.2M | 0.4% | +6% | 57.4 |
| 58 |  $MET | METLIFE INC | $3.2M | 0.4% | +6% | 73.9 |
| 59 |  $BN | BROOKFIELD Corp /ON/ | $3.1M | 0.4% | +6% | — |
| 60 |  $HLT | Hilton Worldwide Holdings Inc. | $3.0M | 0.4% | -16% | 73.1 |
| 61 |  $QCOM | QUALCOMM INC/DE | $3.0M | 0.4% | +4% | 81.9 |
| 62 |  $NVO | NOVO NORDISK A S | $3.0M | 0.4% | +15% | — |
| 63 |  $HEI.A | HEICO CORP | $2.9M | 0.4% | +4% | 79.2 |
| 64 |  $TDG | TransDigm Group INC | $2.9M | 0.4% | +3% | 75.4 |
| 65 |  $HD | HOME DEPOT, INC. | $2.9M | 0.4% | +7% | 69.2 |
| 66 |  $SEIC | SEI INVESTMENTS CO | $2.9M | 0.4% | +7% | 77.9 |
| 67 |  $PG | PROCTER & GAMBLE Co | $2.8M | 0.4% | +6% | 72.9 |
| 68 |  $TEL | TE Connectivity plc | $2.8M | 0.4% | +4% | — |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 0.4% | +1% | 67 |
| 70 |  $CVS | CVS HEALTH Corp | $2.8M | 0.4% | +11% | 51.3 |
| 71 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.8M | 0.4% | +5% | 72.7 |
| 72 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.8M | 0.4% | +6% | 70.9 |
| 73 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.7M | 0.4% | -22% | 66.5 |
| 74 |  $HON | HONEYWELL INTERNATIONAL INC | $2.7M | 0.4% | +950% | 65.7 |
| 75 |  $IVZ | Invesco Ltd. | $2.7M | 0.4% | +39% | — |
| 76 |  $LYV | Live Nation Entertainment, Inc. | $2.5M | 0.3% | +14% | 55 |
| 77 |  $KKR | KKR & Co. Inc. | $2.5M | 0.3% | +11% | 49.8 |
| 78 |  $YUM | YUM BRANDS INC | $2.5M | 0.3% | +7% | 71.7 |
| 79 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.3% | +1% | 64.5 |
| 80 |  $MLM | MARTIN MARIETTA MATERIALS INC | $2.3M | 0.3% | +2% | 67.6 |
| 81 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $2.3M | 0.3% | +7% | 68.1 |
| 82 |  $RTX | RTX Corp | $2.3M | 0.3% | -29% | 70 |
| 83 |  $MKL | MARKEL GROUP INC. | $2.3M | 0.3% | +2% | 68.2 |
| 84 |  $FCX | FREEPORT-MCMORAN INC | $2.2M | 0.3% | -26% | 73.1 |
| 85 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.2M | 0.3% | +1% | 66.7 |
| 86 |  $CBRE | CBRE GROUP, INC. | $1.9M | 0.3% | +9% | 62.9 |
| 87 | — | SPDR SERIES TRUST | $1.9M | 0.3% | -11% | — |
| 88 |  $OTIS | Otis Worldwide Corp | $1.9M | 0.3% | NEW | 60.3 |
| 89 |  $CPRT | COPART INC | $1.8M | 0.3% | +4% | 74.9 |
| 90 |  $PCG | PG&E Corp | $1.8M | 0.3% | +13% | 59.3 |
| 91 |  $XYZ | Block, Inc. | $1.8M | 0.2% | +5% | 60.3 |
| 92 |  $BIPC | Brookfield Infrastructure Corp | $1.7M | 0.2% | +7% | — |
| 93 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.2% | +46% | 85.8 |
| 94 |  $NKE | NIKE, Inc. | $1.6M | 0.2% | +10% | 53.4 |
| 95 |  $MA | Mastercard Inc | $1.5M | 0.2% | +4% | 81.7 |
| 96 | — | SPDR SERIES TRUST | $1.5M | 0.2% | +16% | — |
| 97 |  $WAT | WATERS CORP /DE/ | $1.5M | 0.2% | +259% | 69.9 |
| 98 |  $DTB | DTE ENERGY CO | $1.5M | 0.2% | -17% | — |
| 99 |  $ILMN | ILLUMINA, INC. | $1.5M | 0.2% | -26% | 62.5 |
| 100 |  $BRO | BROWN & BROWN, INC. | $1.5M | 0.2% | +14% | 75.1 |
| 101 | — | SPDR SERIES TRUST | $1.4M | 0.2% | -12% | — |
| 102 | — | VANGUARD INDEX FDS | $1.4M | 0.2% | +30% | — |
| 103 |  $LPLA | LPL Financial Holdings Inc. | $1.4M | 0.2% | +53% | 61.8 |
| 104 |  $MSCI | MSCI Inc. | $1.4M | 0.2% | +16% | 77.6 |
| 105 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $1.3M | 0.2% | +8% | 67.9 |
| 106 |  $PYPL | PayPal Holdings, Inc. | $1.3M | 0.2% | +6% | 70.5 |
| 107 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.2% | +7% | 68.4 |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.2% | +9% | 66.8 |
| 109 |  $AJG | Arthur J. Gallagher & Co. | $1.2M | 0.2% | +16% | 72.1 |
| 110 |  $PH | Parker-Hannifin Corp | $1.2M | 0.2% | -17% | 73.8 |
| 111 |  $LLY | ELI LILLY & Co | $1.2M | 0.2% | +11% | 89.3 |
| 112 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.2% | +4% | 70.7 |
| 113 |  $AMP | AMERIPRISE FINANCIAL INC | $1.1M | 0.1% | -2% | 70.2 |
| 114 |  $WDAY | Workday, Inc. | $1.1M | 0.1% | +7% | 74.2 |
| 115 |  $WMT | Walmart Inc. | $1.1M | 0.1% | -11% | 63.2 |
| 116 |  $LEN | LENNAR CORP /NEW/ | $1.1M | 0.1% | +4% | 49.2 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.1% | +7% | — |
| 118 |  $VEEV | VEEVA SYSTEMS INC | $1.1M | 0.1% | +7% | 77.8 |
| 119 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +1% | — |
| 120 |  $ROP | ROPER TECHNOLOGIES INC | $1.0M | 0.1% | +8% | 72.2 |
| 121 | — | ISHARES TR | $1.0M | 0.1% | -11% | — |
| 122 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.0M | 0.1% | +1% | 73.6 |
| 123 |  $DEO | DIAGEO PLC | $1.0M | 0.1% | +5% | — |
| 124 |  $SYF | Synchrony Financial | $989,215 | 0.1% | -8% | — |
| 125 |  $ENTG | ENTEGRIS INC | $976,394 | 0.1% | -8% | 57.7 |
| 126 |  $KLAC | KLA CORP | $961,484 | 0.1% | +0% | 84.4 |
| 127 |  $CTVA | Corteva, Inc. | $917,799 | 0.1% | +2% | 48.4 |
| 128 |  $FICO | FAIR ISAAC CORP | $917,017 | 0.1% | +2% | 75.6 |
| 129 |  $CSGP | COSTAR GROUP, INC. | $916,404 | 0.1% | +4% | 49.5 |
| 130 |  $FWONA | Liberty Media Corp | $915,155 | 0.1% | +19% | 51 |
| 131 |  $CSCO | CISCO SYSTEMS, INC. | $851,164 | 0.1% | +21% | 72.3 |
| 132 | — | FIDELITY COMWLTH TR | $849,100 | 0.1% | +0% | — |
| 133 |  $H | Hyatt Hotels Corp | $838,155 | 0.1% | +22% | 46.6 |
| 134 |  $FAST | FASTENAL CO | $836,051 | 0.1% | +4% | 73.5 |
| 135 |  $TYL | TYLER TECHNOLOGIES INC | $828,560 | 0.1% | +14% | 69.3 |
| 136 |  $YUMC | Yum China Holdings, Inc. | $760,496 | 0.1% | +5% | 65.2 |
| 137 | — | ISHARES TR | $732,902 | 0.1% | +2% | — |
| 138 |  $CRWD | CrowdStrike Holdings, Inc. | $728,505 | 0.1% | +33% | 55 |
| 139 |  $MRK | Merck & Co., Inc. | $727,273 | 0.1% | -6% | 70.9 |
| 140 |  $BEPC | Brookfield Renewable Corp | $706,647 | 0.1% | +5% | — |
| 141 |  $BAM | Brookfield Asset Management Ltd. | $696,861 | 0.1% | +70% | — |
| 142 |  $GD | GENERAL DYNAMICS CORP | $696,573 | 0.1% | -0% | 73 |
| 143 |  $AXP | AMERICAN EXPRESS CO | $685,360 | 0.1% | +9% | 73.2 |
| 144 |  $FND | Floor & Decor Holdings, Inc. | $683,717 | 0.1% | +5% | 53.4 |
| 145 |  $ABBV | AbbVie Inc. | $663,562 | 0.1% | +3% | 59.3 |
| 146 |  $ARES | Ares Management Corp | $650,912 | 0.1% | +13% | 70.8 |
| 147 |  $AME | AMETEK INC/ | $635,581 | 0.1% | +6% | 74.2 |
| 148 |  $URI | UNITED RENTALS, INC. | $632,431 | 0.1% | +9% | 70.7 |
| 149 | — | ISHARES TR | $626,449 | 0.1% | +0% | — |
| 150 | — | J P MORGAN EXCHANGE TRADED F | $620,926 | 0.1% | -11% | — |
| 151 |  $SONY | Sony Group Corp | $611,664 | 0.1% | -4% | — |
| 152 | — | SPDR SERIES TRUST | $590,822 | 0.1% | -3% | — |
| 153 |  $MRVL | Marvell Technology, Inc. | $590,041 | 0.1% | +3% | 77.3 |
| 154 |  $C | CITIGROUP INC | $588,886 | 0.1% | +27% | 54.8 |
| 155 |  $SNOW | Snowflake Inc. | $579,300 | 0.1% | -4% | 49.6 |
| 156 |  $CVX | CHEVRON CORP | $574,959 | 0.1% | NEW | 54.7 |
| 157 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $571,824 | 0.1% | -4% | 50.8 |
| 158 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $571,230 | 0.1% | NEW | — |
| 159 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $570,396 | 0.1% | -3% | — |
| 160 |  $KMI | KINDER MORGAN, INC. | $569,373 | 0.1% | +6% | 74.6 |
| 161 |  $ACGL | ARCH CAPITAL GROUP LTD. | $550,119 | 0.1% | -17% | — |
| 162 | — | VANGUARD INDEX FDS | $533,519 | 0.1% | +3% | — |
| 163 | — | VANGUARD SPECIALIZED FUNDS | $525,822 | 0.1% | NEW | — |
| 164 |  $PANW | Palo Alto Networks Inc | $513,184 | 0.1% | +20% | 66.5 |
| 165 | — | ISHARES TR | $507,869 | 0.1% | -13% | — |
| 166 |  $MCO | MOODYS CORP /DE/ | $505,616 | 0.1% | +22% | 81.3 |
| 167 |  $ROST | ROSS STORES, INC. | $499,362 | 0.1% | +4% | 71.5 |
| 168 |  $AMGN | AMGEN INC | $497,516 | 0.1% | -4% | 79.5 |
| 169 |  $CLS | CELESTICA INC | $491,813 | 0.1% | -20% | 69 |
| 170 | — | PUTNAM ETF TRUST | $478,570 | 0.1% | NEW | — |
| 171 |  $AMAT | APPLIED MATERIALS INC /DE | $467,227 | 0.1% | +4% | 74.8 |
| 172 |  $PFE | PFIZER INC | $465,314 | 0.1% | +4% | 69 |
| 173 | — | SPDR SERIES TRUST | $460,294 | 0.1% | -10% | — |
| 174 |  $PRM | Perimeter Solutions, Inc. | $454,383 | 0.1% | +5% | 56.5 |
| 175 |  $GLD | SPDR GOLD TRUST | $453,956 | 0.1% | +102% | — |
| 176 |  $WCN | Waste Connections, Inc. | $453,535 | 0.1% | -10% | — |
| 177 |  $STT | STATE STREET CORP | $447,270 | 0.1% | -12% | 61.5 |
| 178 |  $ALL | ALLSTATE CORP | $445,601 | 0.1% | NEW | 76.6 |
| 179 |  $USB | US BANCORP DE | $443,013 | 0.1% | -2% | 71.4 |
| 180 |  $TDY | TELEDYNE TECHNOLOGIES INC | $439,842 | 0.1% | -7% | 70.2 |
| 181 |  $TTE | TotalEnergies SE | $438,433 | 0.1% | -5% | — |
| 182 |  $ECL | ECOLAB INC. | $438,401 | 0.1% | -4% | 64.3 |
| 183 | — | ISHARES TR | $437,500 | 0.1% | +0% | — |
| 184 | — | NATIXIS ETF TRUST II | $435,693 | 0.1% | NEW | — |
| 185 | — | AMERICAN CENTY ETF TR | $432,880 | 0.1% | -2% | — |
| 186 |  $XEL | XCEL ENERGY INC | $432,630 | 0.1% | +6% | — |
| 187 | — | DIMENSIONAL ETF TRUST | $429,549 | 0.1% | +0% | — |
| 188 |  $PGR | PROGRESSIVE CORP/OH/ | $421,656 | 0.1% | -5% | 83.6 |
| 189 |  $ATO | ATMOS ENERGY CORP | $417,282 | 0.1% | -29% | 72 |
| 190 |  $BABA | Alibaba Group Holding Ltd | $417,029 | 0.1% | -7% | — |
| 191 |  $NEE | NEXTERA ENERGY INC | $404,580 | 0.1% | +30% | 71.7 |
| 192 |  $COP | CONOCOPHILLIPS | $401,401 | 0.1% | +22% | 74.8 |
| 193 |  $ASML | ASML HOLDING NV | $390,966 | 0.1% | -5% | — |
| 194 |  $GM | General Motors Co | $390,615 | 0.1% | +19% | 58.7 |
| 195 | — | SPDR SERIES TRUST | $390,583 | 0.1% | -11% | — |
| 196 | — | VANGUARD WHITEHALL FDS | $387,578 | 0.1% | -2% | — |
| 197 |  $GS | GOLDMAN SACHS GROUP INC | $385,740 | 0.1% | +16% | — |
| 198 |  $VZ | VERIZON COMMUNICATIONS INC | $384,857 | 0.1% | -2% | 71.6 |
| 199 |  $UBER | Uber Technologies, Inc | $377,129 | 0.1% | -3% | 79.3 |
| 200 |  $EW | Edwards Lifesciences Corp | $375,335 | 0.1% | +0% | 67.6 |
| 201 |  $ADBE | ADOBE INC. | $374,586 | 0.1% | -10% | 80.4 |
| 202 | $FWONA | Liberty Media Corp | $372,285 | 0.1% | +4% | 51 |
| 203 |  $VRSK | Verisk Analytics, Inc. | $362,235 | 0.1% | +27% | 77.3 |
| 204 |  $ALC | ALCON INC | $356,029 | 0.1% | -4% | — |
| 205 |  $SPGI | S&P Global Inc. | $354,734 | 0.1% | +30% | 79.4 |
| 206 |  $MSI | Motorola Solutions, Inc. | $353,252 | 0.1% | NEW | 73.8 |
| 207 |  $BLK | BlackRock, Inc. | $352,902 | 0.1% | -38% | 70.3 |
| 208 |  $PLD | Prologis, Inc. | $352,728 | 0.1% | +34% | 67.5 |
| 209 |  $PM | Philip Morris International Inc. | $350,317 | 0.1% | +47% | 80.5 |
| 210 |  $AEM | AGNICO EAGLE MINES LTD | $349,348 | 0.1% | NEW | — |
| 211 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $347,279 | 0.1% | -41% | 59.5 |
| 212 | — | SPDR SERIES TRUST | $346,259 | 0.1% | -12% | — |
| 213 |  $SNPS | SYNOPSYS INC | $344,541 | 0.1% | -6% | 63.1 |
| 214 |  $FDX | FEDEX CORP | $340,455 | 0.1% | +21% | 60.3 |
| 215 |  $IBIT | iShares Bitcoin Trust ETF | $340,286 | 0.1% | -2% | — |
| 216 |  $DHR | DANAHER CORP /DE/ | $335,989 | 0.1% | -8% | 63.9 |
| 217 | — | SPDR SERIES TRUST | $334,898 | 0.1% | -12% | — |
| 218 | — | ISHARES TR | $332,387 | 0.1% | -10% | — |
| 219 |  $AWK | American Water Works Company, Inc. | $328,385 | 0.0% | -5% | 61.7 |
| 220 |  $MCK | MCKESSON CORP | $327,222 | 0.0% | +32% | 63.7 |
| 221 | — | ISHARES TR | $324,887 | 0.0% | -91% | — |
| 222 |  $APPF | APPFOLIO INC | $321,795 | 0.0% | +13% | 75.5 |
| 223 |  $WFC | WELLS FARGO & COMPANY/MN | $319,453 | 0.0% | +4% | — |
| 224 |  $MDT | Medtronic plc | $318,179 | 0.0% | +6% | — |
| 225 |  $STX | Seagate Technology Holdings plc | $317,143 | 0.0% | NEW | — |
| 226 |  $RPM | RPM INTERNATIONAL INC/DE/ | $312,315 | 0.0% | -5% | 57.3 |
| 227 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $312,048 | 0.0% | -2% | 74.4 |
| 228 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $309,909 | 0.0% | +5% | 51.8 |
| 229 |  $LOW | LOWES COMPANIES INC | $307,237 | 0.0% | -2% | 63.5 |
| 230 |  $MCHP | MICROCHIP TECHNOLOGY INC | $306,833 | 0.0% | -5% | 40 |
| 231 |  $OSK | OSHKOSH CORP | $304,283 | 0.0% | -5% | 53 |
| 232 |  $LLYVA | Liberty Live Holdings, Inc. | $296,164 | 0.0% | +8% | — |
| 233 | — | SELECT SECTOR SPDR TR | $293,305 | 0.0% | -7% | — |
| 234 |  $WT | WisdomTree, Inc. | $291,629 | 0.0% | -12% | 62.9 |
| 235 | — | DIMENSIONAL ETF TRUST | $289,643 | 0.0% | +0% | — |
| 236 |  $CFR | CULLEN/FROST BANKERS, INC. | $284,167 | 0.0% | -5% | 66.5 |
| 237 | — | SCHWAB STRATEGIC TR | $283,300 | 0.0% | NEW | — |
| 238 |  $TPR | TAPESTRY, INC. | $282,220 | 0.0% | NEW | 76.4 |
| 239 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $280,326 | 0.0% | -92% | 60.5 |
| 240 |  $GWRE | Guidewire Software, Inc. | $278,182 | 0.0% | NEW | 66.2 |
| 241 |  $JCI | Johnson Controls International plc | $276,990 | 0.0% | NEW | — |
| 242 |  $TOST | Toast, Inc. | $274,511 | 0.0% | +23% | 69.5 |
| 243 |  $LUV | SOUTHWEST AIRLINES CO | $272,166 | 0.0% | +36% | 51.1 |
| 244 |  $GGG | GRACO INC | $267,666 | 0.0% | +9% | 67.2 |
| 245 |  $SCHW | SCHWAB CHARLES CORP | $265,010 | 0.0% | +36% | 77.2 |
| 246 |  $FN | Fabrinet | $260,760 | 0.0% | NEW | 72.4 |
| 247 | — | SPDR SERIES TRUST | $259,265 | 0.0% | -10% | — |
| 248 | — | ISHARES TR | $258,705 | 0.0% | +0% | — |
| 249 |  $VLO | VALERO ENERGY CORP/TX | $238,788 | 0.0% | NEW | 51.4 |
| 250 | — | BARON ETF TR | $236,659 | 0.0% | NEW | — |
| 251 |  $MKC | MCCORMICK & CO INC | $228,998 | 0.0% | NEW | 73.7 |
| 252 |  $SKYX | SKYX Platforms Corp. | $227,360 | 0.0% | +0% | 30.8 |
| 253 |  $ETR | ENTERGY CORP /DE/ | $224,792 | 0.0% | NEW | 65.1 |
| 254 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $222,578 | 0.0% | -34% | — |
| 255 | — | VANGUARD BD INDEX FDS | $220,184 | 0.0% | NEW | — |
| 256 |  $IR | Ingersoll Rand Inc. | $216,698 | 0.0% | NEW | 55.4 |
| 257 | $IVZ | Invesco Ltd. | $208,134 | 0.0% | +0% | — |
| 258 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $208,043 | 0.0% | -15% | 56.2 |
| 259 |  $PHM | PULTEGROUP INC/MI/ | $203,292 | 0.0% | NEW | 65.1 |
| 260 |  $EXPO | EXPONENT INC | $203,123 | 0.0% | -29% | 61.3 |
| 261 |  $ATEC | Alphatec Holdings, Inc. | $148,991 | 0.0% | -14% | 37.7 |
| 262 |  $HAYW | Hayward Holdings, Inc. | $135,419 | 0.0% | -34% | 58.3 |
| 263 |  $ARHS | Arhaus, Inc. | $126,427 | 0.0% | -28% | 47.6 |
| 264 |  $UWMC | UWM Holdings Corp | $108,691 | 0.0% | +0% | 49.4 |
| 265 |  $NEO | NEOGENOMICS INC | $106,180 | 0.0% | NEW | 34.6 |
| 266 |  $CERT | Certara, Inc. | $67,562 | 0.0% | NEW | 47 |
| 267 |  $HMR | Heidmar Maritime Holdings Corp. | $8,440 | 0.0% | +0% | — |
New Positions (24)
$OTIS Otis Worldwide Corp$1.9M$CVX CHEVRON CORP$574,959$SUNB Sunbelt Rentals Holdings, Inc.$571,230 VANGUARD SPECIALIZED FUNDS$525,822
PUTNAM ETF TRUST$478,570
$ALL ALLSTATE CORP$445,601 NATIXIS ETF TRUST II$435,693
$MSI Motorola Solutions, Inc.$353,252$AEM AGNICO EAGLE MINES LTD$349,348$STX Seagate Technology Holdings plc$317,143 SCHWAB STRATEGIC TR$283,300
$TPR TAPESTRY, INC.$282,220$GWRE Guidewire Software, Inc.$278,182$JCI Johnson Controls International plc$276,990$FN Fabrinet$260,760Exited Positions (28)
$ENB ENBRIDGE INC
$AVB AVALONBAY COMMUNITIES INC
$BKNG Booking Holdings Inc.
$EQT EQT Corp
$DPZ DOMINOS PIZZA INC
$CWAN Clearwater Analytics Holdings, Inc.
$ACN Accenture plc
$INTU INTUIT INC.
$WRB BERKLEY W R CORP
$CTRA Coterra Energy Inc.
$ATS ATS Corp /ATS
$GKOS GLAUKOS Corp
$GTLB Gitlab Inc.
$MU MICRON TECHNOLOGY INC VANGUARD SCOTTSDALE FDS
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