Pitcairn Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2089089
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
271
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pitcairn Wealth Advisors LLC disclosed 271 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $STEP (StepStone Group Inc.) at 23.9% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $ASML. The portfolio is most concentrated in Other (44.9% of disclosed assets). All figures are sourced directly from Pitcairn Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2089089.
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryConsumer StaplesIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 47.0#1,624
Quality
$259.3M4,040,795 sh ISHARES TR
—Quality
$196.3M507,490 sh- —
Quality
$55.5M1,336,957 sh - —
Quality
$45.1M66,171 sh - 61.5
Quality
$36.2M1,006,609 sh ISHARES TR
—Quality
$34.5M92,276 sh- 64.5
Quality
$32.5M43 sh DIREXION SHS ETF TR
—Quality
$17.8M603,060 shVANGUARD SCOTTSDALE FDS
—Quality
$13.5M43,733 shNEW YORK LIFE INVESTMENTS ET
—Quality
$12.4M368,985 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 StepStone Group Inc.$STEP | 47.0#1,624 | $259.3M | 4,040,795 |
| ISHARES TR | — | $196.3M | 507,490 |
 VanEck Merk Gold ETF$OUNZ | — | $55.5M | 1,336,957 |
 SPDR S&P 500 ETF TRUST$SPY | — | $45.1M | 66,171 |
 STATE STREET CORP$STT | 61.5 | $36.2M | 1,006,609 |
| ISHARES TR | — | $34.5M | 92,276 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5 | $32.5M | 43 |
| DIREXION SHS ETF TR | — | $17.8M | 603,060 |
| VANGUARD SCOTTSDALE FDS | — | $13.5M | 43,733 |
| NEW YORK LIFE INVESTMENTS ET | — | $12.4M | 368,985 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pitcairn Wealth Advisors LLC's 271 positions.
Showing top 10 of 271 holdings.
Sector Allocation
Other
$488.0M
Financials
$433.9M
Technology
$67.8M
Consumer Discretionary
$23.1M
Consumer Staples
$22.1M
Industrials
$20.4M
Healthcare
$14.4M
Communication Services
$6.5M
Full Holdings — Pitcairn Wealth Advisors LLC (Q1 2026)
All 271 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 | $STEP | StepStone Group Inc. | $259.3M | 23.9% | +0% | 47 |
| 2 | — | ISHARES TR | $196.3M | 18.1% | -1% | — |
| 3 | $OUNZ | VanEck Merk Gold ETF | $55.5M | 5.1% | +0% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $45.1M | 4.2% | -0% | — |
| 5 | $STT | STATE STREET CORP | $36.2M | 3.3% | +0% | 61.5 |
| 6 | — | ISHARES TR | $34.5M | 3.2% | +5% | — |
| 7 | $BRK.A | BERKSHIRE HATHAWAY INC | $32.5M | 3.0% | +0% | 64.5 |
| 8 | — | DIREXION SHS ETF TR | $17.8M | 1.6% | +0% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS | $13.5M | 1.2% | +0% | — |
| 10 | — | NEW YORK LIFE INVESTMENTS ET | $12.4M | 1.1% | -0% | — |
| 11 |  $PG | PROCTER & GAMBLE Co | $11.9M | 1.1% | -0% | 72.9 |
| 12 | — | ISHARES TR | $11.7M | 1.1% | +0% | — |
| 13 | — | VANGUARD INDEX FDS | $10.5M | 1.0% | +0% | — |
| 14 |  $GLD | SPDR GOLD TRUST | $10.0M | 0.9% | -4% | — |
| 15 | — | ISHARES TR | $9.9M | 0.9% | +0% | — |
| 16 | — | VANGUARD TAX-MANAGED FDS | $9.8M | 0.9% | +0% | — |
| 17 | — | VANGUARD INDEX FDS | $9.6M | 0.9% | -59% | — |
| 18 |  $AAPL | Apple Inc. | $8.9M | 0.8% | -0% | 76.1 |
| 19 |  $MSFT | MICROSOFT CORP | $8.8M | 0.8% | -18% | 83.7 |
| 20 |  $NVDA | NVIDIA CORP | $8.4M | 0.8% | +0% | 90.2 |
| 21 | — | ISHARES TR | $8.0M | 0.7% | +0% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS | $7.6M | 0.7% | +0% | — |
| 23 |  $GLDM | World Gold Trust | $7.3M | 0.7% | +3% | — |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.3M | 0.7% | +0% | 64.5 |
| 25 | — | ISHARES TR | $7.0M | 0.7% | +0% | — |
| 26 |  $GOOG | Alphabet Inc. | $6.8M | 0.6% | +0% | 80.2 |
| 27 |  $LOW | LOWES COMPANIES INC | $6.7M | 0.6% | +0% | 63.5 |
| 28 |  $AMZN | AMAZON COM INC | $5.6M | 0.5% | +0% | 74.6 |
| 29 | — | SCHWAB STRATEGIC TR | $5.4M | 0.5% | -40% | — |
| 30 | — | VANGUARD INDEX FDS | $5.1M | 0.5% | +0% | — |
| 31 | — | ISHARES TR | $4.6M | 0.4% | -0% | — |
| 32 | — | VANGUARD INDEX FDS | $4.5M | 0.4% | +0% | — |
| 33 | — | ISHARES TR | $4.4M | 0.4% | -2% | — |
| 34 | — | ISHARES TR | $4.3M | 0.4% | +0% | — |
| 35 |  $INGR | Ingredion Inc | $4.0M | 0.4% | +0% | 58.3 |
| 36 |  $AVGO | Broadcom Inc. | $3.9M | 0.4% | +1% | 86.4 |
| 37 |  $META | Meta Platforms, Inc. | $3.8M | 0.3% | +1% | 80.9 |
| 38 | — | VANGUARD BD INDEX FDS | $3.8M | 0.3% | -0% | — |
| 39 | — | ISHARES TR | $3.7M | 0.3% | +0% | — |
| 40 | — | ABRDN ETFS | $3.4M | 0.3% | +0% | — |
| 41 |  $LLY | ELI LILLY & Co | $3.3M | 0.3% | -20% | 89.3 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.3% | -0% | 35.6 |
| 43 | — | SPDR SERIES TRUST | $2.7M | 0.3% | +0% | — |
| 44 | — | VANGUARD INDEX FDS | $2.5M | 0.2% | -46% | — |
| 45 | — | SELECT SECTOR SPDR TR | $2.5M | 0.2% | +0% | — |
| 46 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.5M | 0.2% | +17% | — |
| 47 | — | VANGUARD BD INDEX FDS | $2.4M | 0.2% | +0% | — |
| 48 | — | ISHARES TR | $2.4M | 0.2% | +0% | — |
| 49 | — | RBB FD INC | $2.3M | 0.2% | +0% | — |
| 50 |  $GOOGL | Alphabet Inc. | $2.0M | 0.2% | +1% | 80.2 |
| 51 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.0M | 0.2% | +0% | — |
| 52 |  $VVX | V2X, Inc. | $2.0M | 0.2% | +0% | 52.1 |
| 53 | — | ISHARES TR | $1.8M | 0.2% | +0% | — |
| 54 |  $BF-A | BROWN FORMAN CORP | $1.8M | 0.2% | +0% | 65.1 |
| 55 | — | PROSHARES TR | $1.7M | 0.2% | +0% | — |
| 56 |  $RTX | RTX Corp | $1.7M | 0.2% | +1% | 70 |
| 57 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 58 |  $MA | Mastercard Inc | $1.6M | 0.1% | -9% | 81.7 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.1% | -0% | 72.8 |
| 60 |  $NTRS | NORTHERN TRUST CORP | $1.6M | 0.1% | +2% | 71.8 |
| 61 |  $DIS | Walt Disney Co | $1.5M | 0.1% | -0% | 68.9 |
| 62 |  $WFC | WELLS FARGO & COMPANY/MN | $1.5M | 0.1% | +0% | — |
| 63 |  $C | CITIGROUP INC | $1.5M | 0.1% | +4% | 54.8 |
| 64 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 0.1% | +0% | — |
| 65 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.5M | 0.1% | +0% | — |
| 66 |  $V | VISA INC. | $1.5M | 0.1% | -8% | 83.5 |
| 67 | — | ISHARES TR | $1.5M | 0.1% | -9% | — |
| 68 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.1% | +0% | — |
| 69 | — | GLOBAL X FDS | $1.4M | 0.1% | +0% | — |
| 70 |  $NOW | ServiceNow, Inc. | $1.4M | 0.1% | -16% | 76 |
| 71 |  $GM | General Motors Co | $1.4M | 0.1% | +2% | 58.7 |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.1% | +1% | 72.3 |
| 73 |  $CAVA | CAVA GROUP, INC. | $1.4M | 0.1% | +0% | 62.7 |
| 74 |  $ACN | Accenture plc | $1.4M | 0.1% | +0% | — |
| 75 | — | SCHWAB STRATEGIC TR | $1.4M | 0.1% | +0% | — |
| 76 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.1% | +0% | 61.8 |
| 77 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.1% | +0% | — |
| 78 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 79 |  $AXSM | Axsome Therapeutics, Inc. | $1.2M | 0.1% | +0% | 36.6 |
| 80 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.1% | +1% | 82.4 |
| 81 |  $NFLX | NETFLIX INC | $1.2M | 0.1% | +3% | 86.7 |
| 82 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 83 |  $UBER | Uber Technologies, Inc | $1.1M | 0.1% | +2% | 79.3 |
| 84 |  $MS | MORGAN STANLEY | $1.1M | 0.1% | +0% | — |
| 85 | — | VANGUARD ADMIRAL FDS INC | $1.1M | 0.1% | +0% | — |
| 86 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -4% | 59.3 |
| 87 |  $SPGI | S&P Global Inc. | $1.1M | 0.1% | +1% | 79.4 |
| 88 | — | SELECT SECTOR SPDR TR | $1.1M | 0.1% | +0% | — |
| 89 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | +0% | 67.8 |
| 90 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.1M | 0.1% | +0% | 76.3 |
| 91 |  $URI | UNITED RENTALS, INC. | $1.1M | 0.1% | +0% | 70.7 |
| 92 | — | ISHARES TR | $1.1M | 0.1% | -23% | — |
| 93 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.1% | +0% | 67 |
| 94 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.0M | 0.1% | +1% | 72.7 |
| 95 |  $DKNG | DraftKings Inc. | $1.0M | 0.1% | +1% | 54 |
| 96 |  $PH | Parker-Hannifin Corp | $991,473 | 0.1% | +0% | 73.8 |
| 97 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $986,504 | 0.1% | +2% | 74.4 |
| 98 | — | FIRST TR EXCHANGE TRADED FD | $944,569 | 0.1% | +0% | — |
| 99 | — | ISHARES TR | $937,166 | 0.1% | -0% | — |
| 100 | — | ISHARES TR | $921,995 | 0.1% | +0% | — |
| 101 |  $SHEL | Shell plc | $896,530 | 0.1% | +28% | — |
| 102 | $BF-A | BROWN FORMAN CORP | $891,931 | 0.1% | +0% | 65.1 |
| 103 |  $NEE | NEXTERA ENERGY INC | $885,245 | 0.1% | +0% | 71.7 |
| 104 |  $COST | COSTCO WHOLESALE CORP /NEW | $879,586 | 0.1% | +3% | 67 |
| 105 |  $ISRG | INTUITIVE SURGICAL INC | $869,929 | 0.1% | +4% | 81.4 |
| 106 | — | SPDR SERIES TRUST | $866,943 | 0.1% | -0% | — |
| 107 |  $ESI | Element Solutions Inc | $866,306 | 0.1% | +0% | 63.1 |
| 108 |  $PM | Philip Morris International Inc. | $865,685 | 0.1% | +0% | 80.5 |
| 109 |  $FSTR | FOSTER L B CO | $856,201 | 0.1% | +0% | 35.2 |
| 110 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $850,602 | 0.1% | +0% | 75.1 |
| 111 | — | VANGUARD WHITEHALL FDS | $845,333 | 0.1% | +0% | — |
| 112 |  $ADI | ANALOG DEVICES INC | $842,075 | 0.1% | +0% | 76.2 |
| 113 |  $SNPS | SYNOPSYS INC | $835,162 | 0.1% | -0% | 63.1 |
| 114 |  $WBD | Warner Bros. Discovery, Inc. | $816,096 | 0.1% | +0% | 42.1 |
| 115 |  $AXP | AMERICAN EXPRESS CO | $809,843 | 0.1% | +0% | 73.2 |
| 116 |  $MRVL | Marvell Technology, Inc. | $798,813 | 0.1% | +3% | 77.3 |
| 117 |  $IBKR | Interactive Brokers Group, Inc. | $797,959 | 0.1% | +0% | 75.5 |
| 118 |  $ETN | Eaton Corp plc | $788,634 | 0.1% | +0% | — |
| 119 |  $ICE | Intercontinental Exchange, Inc. | $784,051 | 0.1% | +0% | 73.8 |
| 120 |  $CSX | CSX CORP | $783,000 | 0.1% | +0% | 66.4 |
| 121 |  $SLB | SLB LIMITED/NV | $778,692 | 0.1% | +1% | 63.2 |
| 122 |  $COF | CAPITAL ONE FINANCIAL CORP | $772,401 | 0.1% | +0% | 71 |
| 123 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $762,555 | 0.1% | +0% | 63.7 |
| 124 |  $NSC | NORFOLK SOUTHERN CORP | $751,255 | 0.1% | +0% | 70.8 |
| 125 | — | VANGUARD INTL EQUITY INDEX F | $747,534 | 0.1% | +0% | — |
| 126 | — | ISHARES TR | $744,393 | 0.1% | +0% | — |
| 127 |  $AMGN | AMGEN INC | $738,411 | 0.1% | +0% | 79.5 |
| 128 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $725,642 | 0.1% | +0% | 58.8 |
| 129 |  $WDC | WESTERN DIGITAL CORP | $717,159 | 0.1% | +5% | 76.8 |
| 130 |  $ADBE | ADOBE INC. | $702,444 | 0.1% | +0% | 80.4 |
| 131 |  $ALL | ALLSTATE CORP | $698,343 | 0.1% | +0% | 76.6 |
| 132 |  $CR | Crane Co | $697,330 | 0.1% | +0% | 64.8 |
| 133 | — | VANGUARD SPECIALIZED FUNDS | $690,329 | 0.1% | +0% | — |
| 134 |  $DHI | HORTON D R INC /DE/ | $685,442 | 0.1% | +1% | 54.6 |
| 135 |  $HLT | Hilton Worldwide Holdings Inc. | $675,611 | 0.1% | +5% | 73.1 |
| 136 | — | ISHARES TR | $674,055 | 0.1% | +0% | — |
| 137 |  $SYK | STRYKER CORP | $671,313 | 0.1% | +0% | 69.8 |
| 138 |  $INTU | INTUIT INC. | $670,370 | 0.1% | +5% | 82 |
| 139 | — | SELECT SECTOR SPDR TR | $661,460 | 0.1% | +0% | — |
| 140 |  $QSR | Restaurant Brands International Inc. | $659,920 | 0.1% | +0% | 71.2 |
| 141 |  $KR | KROGER CO | $657,541 | 0.1% | +0% | 51.1 |
| 142 |  $SONY | Sony Group Corp | $652,184 | 0.1% | +38% | — |
| 143 |  $JEF | Jefferies Financial Group Inc. | $650,623 | 0.1% | +0% | 65.6 |
| 144 |  $PYPL | PayPal Holdings, Inc. | $650,125 | 0.1% | +1% | 70.5 |
| 145 | — | SPDR SERIES TRUST | $648,100 | 0.1% | +0% | — |
| 146 |  $TMUS | T-Mobile US, Inc. | $636,937 | 0.1% | +1% | 72.7 |
| 147 |  $VRT | Vertiv Holdings Co | $636,693 | 0.1% | +0% | 82.7 |
| 148 |  $DHR | DANAHER CORP /DE/ | $636,396 | 0.1% | +4% | 63.9 |
| 149 | — | RBB FD INC | $623,672 | 0.1% | +0% | — |
| 150 |  $EXPE | Expedia Group, Inc. | $612,820 | 0.1% | +5% | 65.7 |
| 151 |  $AZO | AUTOZONE INC | $607,083 | 0.1% | +0% | 66.5 |
| 152 |  $UNP | UNION PACIFIC CORP | $597,500 | 0.1% | +0% | 74 |
| 153 |  $KDP | Keurig Dr Pepper Inc. | $595,021 | 0.1% | +0% | 63.1 |
| 154 |  $TPR | TAPESTRY, INC. | $594,002 | 0.1% | +5% | 76.4 |
| 155 |  $AMRZ | Amrize Ltd | $593,259 | 0.1% | +0% | — |
| 156 | — | ISHARES TR | $592,176 | 0.1% | +0% | — |
| 157 |  $BA | BOEING CO | $589,263 | 0.1% | +0% | 51.8 |
| 158 |  $ORCL | ORACLE CORP | $589,024 | 0.1% | +0% | 67.2 |
| 159 |  $FANG | Diamondback Energy, Inc. | $587,191 | 0.1% | +0% | 81.4 |
| 160 | — | ISHARES TR | $585,972 | 0.1% | +0% | — |
| 161 |  $PHM | PULTEGROUP INC/MI/ | $582,429 | 0.1% | +3% | 65.1 |
| 162 |  $EXE | EXPAND ENERGY Corp | $582,149 | 0.1% | +0% | 83.9 |
| 163 |  $LPLA | LPL Financial Holdings Inc. | $577,906 | 0.1% | +0% | 61.8 |
| 164 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $576,837 | 0.1% | +0% | — |
| 165 | — | ISHARES TR | $576,200 | 0.1% | +0% | — |
| 166 |  $T | AT&T INC. | $558,852 | 0.1% | +4% | 71.9 |
| 167 | — | SELECT SECTOR SPDR TR | $551,607 | 0.1% | +0% | — |
| 168 |  $CZR | Caesars Entertainment, Inc. | $543,770 | 0.1% | +0% | 44.3 |
| 169 |  $HD | HOME DEPOT, INC. | $543,082 | 0.1% | +0% | 69.2 |
| 170 | — | SELECT SECTOR SPDR TR | $539,733 | 0.1% | +0% | — |
| 171 |  $NUE | NUCOR CORP | $537,446 | 0.1% | +0% | 58.9 |
| 172 |  $QCOM | QUALCOMM INC/DE | $532,650 | 0.1% | +0% | 81.9 |
| 173 |  $STX | Seagate Technology Holdings plc | $526,271 | 0.1% | +5% | — |
| 174 |  $IAU | ISHARES GOLD TRUST | $524,763 | 0.1% | +0% | — |
| 175 |  $BLD | QXO Insulation, LLC | $523,162 | 0.1% | +0% | 62 |
| 176 |  $XYL | Xylem Inc. | $518,300 | 0.1% | +0% | 65.6 |
| 177 |  $EBAY | EBAY INC | $513,890 | 0.1% | +5% | 69.3 |
| 178 |  $TFC | TRUIST FINANCIAL CORP | $509,768 | 0.1% | +0% | — |
| 179 |  $BMY | BRISTOL MYERS SQUIBB CO | $506,228 | 0.1% | +3% | 70.1 |
| 180 |  $SYF | Synchrony Financial | $504,834 | 0.1% | +5% | — |
| 181 |  $CNP | CENTERPOINT ENERGY INC | $497,886 | 0.1% | +0% | 55.9 |
| 182 | — | VANGUARD WORLD FD | $495,737 | 0.1% | +0% | — |
| 183 | — | ISHARES TR | $494,060 | 0.1% | +0% | — |
| 184 |  $PFE | PFIZER INC | $487,692 | 0.0% | +5% | 69 |
| 185 |  $PGR | PROGRESSIVE CORP/OH/ | $485,271 | 0.0% | +5% | 83.6 |
| 186 | — | ISHARES TR | $474,843 | 0.0% | -2% | — |
| 187 |  $BIIB | BIOGEN INC. | $474,645 | 0.0% | +5% | 65.6 |
| 188 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $468,948 | 0.0% | +1% | 70.8 |
| 189 | — | VANGUARD INDEX FDS | $468,616 | 0.0% | -84% | — |
| 190 |  $BX | Blackstone Inc. | $444,175 | 0.0% | -0% | 68 |
| 191 |  $IOT | Samsara Inc. | $442,344 | 0.0% | +4% | 61.3 |
| 192 |  $LDOS | Leidos Holdings, Inc. | $441,437 | 0.0% | +5% | 73.4 |
| 193 |  $GILD | GILEAD SCIENCES, INC. | $430,822 | 0.0% | +5% | 77.8 |
| 194 |  $FICO | FAIR ISAAC CORP | $427,727 | 0.0% | +5% | 75.6 |
| 195 |  $MO | ALTRIA GROUP, INC. | $425,550 | 0.0% | +5% | 72.1 |
| 196 |  $MU | MICRON TECHNOLOGY INC | $424,689 | 0.0% | +2% | 88.4 |
| 197 |  $HPQ | HP INC | $420,467 | 0.0% | +5% | 58.9 |
| 198 | — | SPDR INDEX SHS FDS | $418,284 | 0.0% | -0% | — |
| 199 |  $LEN | LENNAR CORP /NEW/ | $418,188 | 0.0% | +0% | 49.2 |
| 200 |  $PEP | PEPSICO INC | $417,862 | 0.0% | -0% | 62.7 |
| 201 |  $HCA | HCA Healthcare, Inc. | $415,035 | 0.0% | +5% | 70.5 |
| 202 |  $ADSK | Autodesk, Inc. | $415,003 | 0.0% | +5% | 76.4 |
| 203 | — | ISHARES TR | $411,544 | 0.0% | +0% | — |
| 204 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $399,894 | 0.0% | +5% | 69.5 |
| 205 |  $UPS | UNITED PARCEL SERVICE INC | $397,552 | 0.0% | -67% | 58.2 |
| 206 |  $EOG | EOG RESOURCES INC | $397,488 | 0.0% | +5% | 71.1 |
| 207 |  $DDOG | Datadog, Inc. | $395,870 | 0.0% | +5% | 62.9 |
| 208 |  $UAL | United Airlines Holdings, Inc. | $394,725 | 0.0% | +5% | 61.3 |
| 209 |  $SLV | iShares Silver Trust | $394,250 | 0.0% | -0% | — |
| 210 | — | ISHARES TR | $391,972 | 0.0% | +0% | — |
| 211 |  $DJP | BARCLAYS BANK PLC | $391,633 | 0.0% | +0% | — |
| 212 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $382,408 | 0.0% | +0% | 66.7 |
| 213 |  $JBL | JABIL INC | $377,828 | 0.0% | +5% | 51.9 |
| 214 | — | VANGUARD MUN BD FDS | $376,018 | 0.0% | +0% | — |
| 215 |  $CTAS | CINTAS CORP | $372,946 | 0.0% | +5% | 76.3 |
| 216 |  $WMB | WILLIAMS COMPANIES, INC. | $370,939 | 0.0% | +0% | 72.8 |
| 217 |  $TT | Trane Technologies plc | $369,740 | 0.0% | +5% | — |
| 218 | — | ISHARES INC | $369,505 | 0.0% | +0% | — |
| 219 | — | VANGUARD BD INDEX FDS | $349,576 | 0.0% | -0% | — |
| 220 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $349,425 | 0.0% | +5% | 66.8 |
| 221 |  $ECL | ECOLAB INC. | $342,851 | 0.0% | +0% | 64.3 |
| 222 |  $AMT | AMERICAN TOWER CORP /MA/ | $342,012 | 0.0% | +0% | 69.8 |
| 223 |  $GLPI | Gaming & Leisure Properties, Inc. | $337,233 | 0.0% | +0% | 72.4 |
| 224 |  $TDG | TransDigm Group INC | $336,453 | 0.0% | +5% | 75.4 |
| 225 |  $FOXA | Fox Corp | $331,301 | 0.0% | +5% | 65.1 |
| 226 |  $CSGP | COSTAR GROUP, INC. | $326,315 | 0.0% | +5% | 49.5 |
| 227 |  $GNRC | GENERAC HOLDINGS INC. | $320,608 | 0.0% | +5% | 58.2 |
| 228 | — | FIDELITY MERRIMACK STR TR | $320,509 | 0.0% | -0% | — |
| 229 |  $ASML | ASML HOLDING NV | $313,468 | 0.0% | NEW | — |
| 230 |  $GS | GOLDMAN SACHS GROUP INC | $305,013 | 0.0% | +0% | — |
| 231 |  $TWLO | TWILIO INC | $302,828 | 0.0% | +5% | 59.5 |
| 232 |  $FISV | FISERV INC | $298,636 | 0.0% | +0% | 67.4 |
| 233 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $296,832 | 0.0% | +0% | 52.7 |
| 234 |  $TEM | Tempus AI, Inc. | $294,423 | 0.0% | +0% | 38.2 |
| 235 |  $WMT | Walmart Inc. | $293,118 | 0.0% | +5% | 63.2 |
| 236 |  $VLTO | Veralto Corp | $290,362 | 0.0% | +5% | 74.4 |
| 237 |  $MPC | Marathon Petroleum Corp | $279,884 | 0.0% | +2% | 50.7 |
| 238 |  $TOL | Toll Brothers, Inc. | $274,224 | 0.0% | +0% | 68.3 |
| 239 |  $NEM | NEWMONT Corp /DE/ | $270,894 | 0.0% | +5% | 88.3 |
| 240 | — | VANGUARD INDEX FDS | $270,009 | 0.0% | -0% | — |
| 241 |  $CXT | Crane NXT, Co. | $261,521 | 0.0% | +0% | 43.3 |
| 242 |  $BLK | BlackRock, Inc. | $259,022 | 0.0% | +0% | 70.3 |
| 243 | — | INVESCO EXCHANGE TRADED FD T | $254,804 | 0.0% | -0% | — |
| 244 |  $IQV | IQVIA HOLDINGS INC. | $253,586 | 0.0% | +0% | 59.7 |
| 245 |  $KO | COCA COLA CO | $250,627 | 0.0% | +0% | 74 |
| 246 |  $MET | METLIFE INC | $249,610 | 0.0% | +5% | 73.9 |
| 247 |  $ALLE | Allegion plc | $246,313 | 0.0% | +0% | — |
| 248 |  $WT | WisdomTree, Inc. | $242,520 | 0.0% | +0% | 62.9 |
| 249 |  $DLTR | DOLLAR TREE, INC. | $241,100 | 0.0% | +5% | 53.2 |
| 250 | — | ISHARES TR | $239,931 | 0.0% | -0% | — |
| 251 | — | VANGUARD INDEX FDS | $238,475 | 0.0% | +0% | — |
| 252 |  $SPOT | Spotify Technology S.A. | $232,863 | 0.0% | +3% | — |
| 253 |  $TXN | TEXAS INSTRUMENTS INC | $231,782 | 0.0% | +0% | 70.4 |
| 254 |  $ENB | ENBRIDGE INC | $231,210 | 0.0% | +0% | — |
| 255 |  $GE | GENERAL ELECTRIC CO | $224,554 | 0.0% | +0% | 74.8 |
| 256 | — | ISHARES TR | $222,576 | 0.0% | +0% | — |
| 257 |  $VEEV | VEEVA SYSTEMS INC | $219,660 | 0.0% | +5% | 77.8 |
| 258 |  $ULTA | Ulta Beauty, Inc. | $217,195 | 0.0% | +5% | 66.6 |
| 259 | — | SCHWAB STRATEGIC TR | $211,324 | 0.0% | -0% | — |
| 260 |  $BAC | BANK OF AMERICA CORP /DE/ | $210,837 | 0.0% | +3% | 68.4 |
| 261 |  $VZ | VERIZON COMMUNICATIONS INC | $209,897 | 0.0% | +2% | 71.6 |
| 262 |  $HDB | HDFC BANK LTD | $209,191 | 0.0% | NEW | — |
| 263 | — | EA SERIES TRUST | $209,181 | 0.0% | -0% | — |
| 264 |  $INTC | INTEL CORP | $208,236 | 0.0% | +0% | 41.5 |
| 265 | — | VANECK ETF TRUST | $206,105 | 0.0% | +0% | — |
| 266 | — | ISHARES TR | $205,065 | 0.0% | +0% | — |
| 267 |  $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | $203,656 | 0.0% | NEW | — |
| 268 |  $LVS | LAS VEGAS SANDS CORP | $203,536 | 0.0% | NEW | 73.7 |
| 269 |  $RBLX | Roblox Corp | $203,387 | 0.0% | -70% | 53.7 |
| 270 |  $NPO | Enpro Inc. | $200,211 | 0.0% | NEW | 59.7 |
| 271 |  $HLN | Haleon plc | $144,967 | 0.0% | NEW | — |
New Positions (6)
Exited Positions (2)
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