Strive Financial Group ,LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2090040
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$230.6M
incl. option notional
Equity Holdings
ⓘ$230.6M
Option Notional
ⓘ$13,241
$1,436 puts / $11,805 calls
Holdings
889
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Strive Financial Group ,LLC disclosed 889 positions worth $230.6M in its Form 13F-HR for Q2 2026 — $230.6M in common stock plus $13,241 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 200 new positions and exited 66. The portfolio is most concentrated in Other (56.3% of disclosed assets). All figures are sourced directly from Strive Financial Group ,LLC’s Form 13F-HR filing with the SEC under CIK 2090040.
AI Fund Analysis
ConcentratingSector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED
—Quality
$17.4M25,345 shISHARES CORE MSCI EAFE ETF - UIT EXCHANGE TRADED
—Quality
$15.6M161,444 shZACKS EARNINGS CONSISTENT PORTFOLIO ETF - UIT EXCHANGE TRADED
—Quality
$11.3M299,705 shZACKS FOCUS GROWTH ETF - UIT EXCHANGE TRADED
—Quality
$11.0M345,021 sh- 78.2
Quality
$10.4M29,530 sh ZACKS SMALL/MID CAP ETF - UIT EXCHANGE TRADED
—Quality
$9.2M205,799 shVANGUARD MID-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$9.1M112,719 sh- 85.9
Quality
$6.4M31,879 sh - 78.2
Quality
$5.4M15,034 sh - 87.5
Quality
$5.4M4,477 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED | — | $17.4M | 25,345 |
| ISHARES CORE MSCI EAFE ETF - UIT EXCHANGE TRADED | — | $15.6M | 161,444 |
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF - UIT EXCHANGE TRADED | — | $11.3M | 299,705 |
| ZACKS FOCUS GROWTH ETF - UIT EXCHANGE TRADED | — | $11.0M | 345,021 |
 Alphabet Inc.$GOOGL | 78.2 | $10.4M | 29,530 |
| ZACKS SMALL/MID CAP ETF - UIT EXCHANGE TRADED | — | $9.2M | 205,799 |
| VANGUARD MID-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $9.1M | 112,719 |
 NVIDIA CORP$NVDA | 85.9 | $6.4M | 31,879 |
 Alphabet Inc.$GOOG | 78.2 | $5.4M | 15,034 |
 ELI LILLY & Co$LLY | 87.5 | $5.4M | 4,477 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Strive Financial Group ,LLC's 889 positions.
Showing top 10 of 889 holdings.
Sector Allocation
Other
$129.7M
Technology
$50.3M
Financials
$10.9M
Healthcare
$10.6M
Consumer Discretionary
$9.9M
Industrials
$7.6M
Consumer Staples
$4.4M
Communication Services
$2.4M
Top Holdings — Strive Financial Group ,LLC (Q2 2026)
Top 150 of 889 disclosed positions (by reported value) 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 | — | VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED | $17.4M | 7.5% | +41% | — |
| 2 | — | ISHARES CORE MSCI EAFE ETF - UIT EXCHANGE TRADED | $15.6M | 6.8% | +91% | — |
| 3 | — | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF - UIT EXCHANGE TRADED | $11.3M | 4.9% | +268% | — |
| 4 | — | ZACKS FOCUS GROWTH ETF - UIT EXCHANGE TRADED | $11.0M | 4.8% | +322% | — |
| 5 | $GOOGL | Alphabet Inc. | $10.4M | 4.5% | -21% | 78.2 |
| 6 | — | ZACKS SMALL/MID CAP ETF - UIT EXCHANGE TRADED | $9.2M | 4.0% | +354% | — |
| 7 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $9.1M | 3.9% | +339% | — |
| 8 | $NVDA | NVIDIA CORP | $6.4M | 2.8% | -6% | 85.9 |
| 9 | $GOOG | Alphabet Inc. | $5.4M | 2.3% | +6% | 78.2 |
| 10 | $LLY | ELI LILLY & Co | $5.4M | 2.3% | +161% | 87.5 |
| 11 |  $AAPL | Apple Inc. | $4.9M | 2.1% | -21% | 76.4 |
| 12 |  $AMZN | AMAZON COM INC | $4.9M | 2.1% | -4% | 68.7 |
| 13 |  $META | Meta Platforms, Inc. | $4.1M | 1.8% | -8% | 79.6 |
| 14 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - UIT EXCHANGE TRADED | $4.0M | 1.7% | +20% | — |
| 15 | — | ISHARES RUSSELL 1000 GROWTH ETF - UIT EXCHANGE TRADED | $3.9M | 1.7% | +1353% | — |
| 16 |  $MSFT | MICROSOFT CORP | $3.6M | 1.6% | -23% | 79.8 |
| 17 | — | ISHARES CORE S&P SMALL-CAP ETF - UIT EXCHANGE TRADED | $3.2M | 1.4% | -4% | — |
| 18 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - UIT EXCHANGE TRADED | $3.0M | 1.3% | +37% | — |
| 19 | — | VANGUARD VALUE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $2.9M | 1.2% | +7% | — |
| 20 | — | SCHWAB EMERGING MARKETS EQUITY ETF - UIT EXCHANGE TRADED | $2.7M | 1.2% | +405% | — |
| 21 | — | VANGUARD GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $2.5M | 1.1% | +1085% | — |
| 22 | — | CALAMOS US EQ AUTOCALLABLE INCOME ETF - UIT EXCHANGE TRADED | $2.4M | 1.0% | -8% | — |
| 23 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - UIT EXCHANGE TRADED | $2.3M | 1.0% | +263% | — |
| 24 |  $IVZ | Invesco Ltd. | $2.0M | 0.9% | -11% | — |
| 25 | — | ISHARES CORE S&P 500 ETF - UIT EXCHANGE TRADED | $2.0M | 0.9% | +31% | — |
| 26 |  $AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.9% | -0% | 79.8 |
| 27 | — | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $1.5M | 0.7% | +34% | — |
| 28 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - UIT EXCHANGE TRADED | $1.4M | 0.6% | -15% | — |
| 29 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.6% | +110% | 79.4 |
| 30 | — | ISHARES MBS ETF - UIT EXCHANGE TRADED | $1.3M | 0.6% | +19% | — |
| 31 |  $WMT | Walmart Inc. | $1.3M | 0.5% | -48% | 60.2 |
| 32 |  $AVGO | Broadcom Inc. | $1.2M | 0.5% | +170% | 84.5 |
| 33 |  $ORCL | ORACLE CORP | $1.2M | 0.5% | -34% | 66.2 |
| 34 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $1.2M | 0.5% | +118% | — |
| 35 | $IVZ | Invesco Ltd. | $1.2M | 0.5% | +8% | — |
| 36 | — | AMERICAN CUSTOMER SATISFACTION ETF - UIT EXCHANGE TRADED | $1.1M | 0.5% | NEW | — |
| 37 |  $TSLA | Tesla, Inc. | $1.1M | 0.5% | +120% | 53.9 |
| 38 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.5% | +15% | — |
| 39 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - UIT EXCHANGE TRADED | $1.0M | 0.5% | -15% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $926,530 | 0.4% | +123% | — |
| 41 |  $NSC | NORFOLK SOUTHERN CORP | $903,210 | 0.4% | +0% | 63.2 |
| 42 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $822,376 | 0.4% | -0% | — |
| 43 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $798,473 | 0.3% | NEW | — |
| 44 |  $MNST | Monster Beverage Corp | $760,886 | 0.3% | -76% | 71.3 |
| 45 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN - UIT EXCHANGE TRADED | $753,940 | 0.3% | -21% | — |
| 46 |  $ABT | ABBOTT LABORATORIES | $719,204 | 0.3% | -2% | 65.5 |
| 47 |  $AMGN | AMGEN INC | $708,669 | 0.3% | -70% | 79.2 |
| 48 |  $HD | HOME DEPOT, INC. | $702,981 | 0.3% | -3% | 60.3 |
| 49 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E - UIT EXCHANGE TRADED | $690,640 | 0.3% | -2% | — |
| 50 |  $PLTR | Palantir Technologies Inc. | $679,019 | 0.3% | +193% | 84.6 |
| 51 |  $HWM | Howmet Aerospace Inc. | $674,032 | 0.3% | +466% | 73.9 |
| 52 |  $AMAT | APPLIED MATERIALS INC /DE | $653,592 | 0.3% | +185% | 72.3 |
| 53 |  $ANET | Arista Networks, Inc. | $652,679 | 0.3% | +289% | 81.9 |
| 54 |  $AZO | AUTOZONE INC | $648,776 | 0.3% | -69% | 66.2 |
| 55 |  $MU | MICRON TECHNOLOGY INC | $644,094 | 0.3% | +320% | 86.2 |
| 56 | — | VANECK SEMICONDUCTOR ETF - UIT EXCHANGE TRADED | $635,588 | 0.3% | -2% | — |
| 57 |  $ICE | Intercontinental Exchange, Inc. | $624,291 | 0.3% | -63% | 73.7 |
| 58 | — | FIDELITY TOTAL BOND ETF - UIT EXCHANGE TRADED | $606,427 | 0.3% | NEW | — |
| 59 |  $BAC | BANK OF AMERICA CORP /DE/ | $596,752 | 0.3% | +160% | 67.6 |
| 60 | — | JPMORGAN CORE PLUS BOND ETF - UIT EXCHANGE TRADED | $593,885 | 0.3% | NEW | — |
| 61 | — | XTRACKERS MSCI EAFE HEDGED EQUITY ETF - UIT EXCHANGE TRADED | $583,285 | 0.3% | +38% | — |
| 62 |  $KO | COCA COLA CO | $570,597 | 0.3% | +21% | 69.5 |
| 63 |  $JKHY | JACK HENRY & ASSOCIATES INC | $568,315 | 0.3% | -57% | 66.2 |
| 64 |  $CVX | CHEVRON CORP | $567,707 | 0.3% | +183% | 62.8 |
| 65 |  $ABBV | AbbVie Inc. | $549,078 | 0.2% | +192% | 72.6 |
| 66 |  $INTC | INTEL CORP | $544,927 | 0.2% | +222% | 45.6 |
| 67 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $543,043 | 0.2% | -7% | — |
| 68 |  $HSY | HERSHEY CO | $519,332 | 0.2% | +0% | 65.7 |
| 69 | — | ISHARES RUSSELL TOP 200 GROWTH ETF - UIT EXCHANGE TRADED | $500,457 | 0.2% | -1% | — |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $495,799 | 0.2% | -73% | 66.2 |
| 71 |  $PG | PROCTER & GAMBLE Co | $476,373 | 0.2% | -73% | 64.6 |
| 72 |  $PANW | Palo Alto Networks Inc | $470,680 | 0.2% | +112% | 65.5 |
| 73 |  $ROKU | ROKU, INC | $460,835 | 0.2% | +388% | 66.7 |
| 74 |  $DIS | Walt Disney Co | $448,818 | 0.2% | -11% | 60.1 |
| 75 |  $DELL | Dell Technologies Inc. | $447,016 | 0.2% | +243% | 71.2 |
| 76 |  $V | VISA INC. | $435,038 | 0.2% | +4% | 82.9 |
| 77 |  $VRT | Vertiv Holdings Co | $434,262 | 0.2% | +133% | 81 |
| 78 |  $GL | GLOBE LIFE INC. | $434,014 | 0.2% | -80% | 66 |
| 79 |  $GE | GENERAL ELECTRIC CO | $426,849 | 0.2% | +651% | 73.8 |
| 80 |  $COR | Cencora, Inc. | $426,734 | 0.2% | -79% | 61.1 |
| 81 |  $GPN | GLOBAL PAYMENTS INC | $415,043 | 0.2% | -68% | 47 |
| 82 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $414,927 | 0.2% | +28% | — |
| 83 |  $XOM.R34088 | EXXON MOBIL CORP | $413,306 | 0.2% | +165% | 57.9 |
| 84 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $409,221 | 0.2% | -76% | 58.1 |
| 85 |  $CASY | CASEYS GENERAL STORES INC | $407,727 | 0.2% | -85% | 65.1 |
| 86 |  $NFLX | NETFLIX INC | $398,698 | 0.2% | +287% | 78.8 |
| 87 |  $PEP | PEPSICO INC | $389,681 | 0.2% | -76% | 63.4 |
| 88 |  $COP | CONOCOPHILLIPS | $389,538 | 0.2% | +252% | 70.2 |
| 89 |  $FLEX | FLEX LTD. | $389,292 | 0.2% | NEW | — |
| 90 |  $ADBE | ADOBE INC. | $379,697 | 0.2% | -75% | 77.6 |
| 91 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $372,009 | 0.2% | -79% | 65.1 |
| 92 | — | IMGP DBI MANAGED FUTURESSTRATEGY ETF - UIT EXCHANGE TRADED | $368,330 | 0.2% | +1% | — |
| 93 | — | PROSHARES ULTRA BITCOIN ETF - UIT EXCHANGE TRADED | $365,546 | 0.2% | NEW | — |
| 94 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - UIT EXCHANGE TRADED | $362,351 | 0.2% | +252% | — |
| 95 |  $MSCI | MSCI Inc. | $360,106 | 0.2% | -79% | 75.7 |
| 96 | — | VANGUARD SHORT TERM COR BD ETF - UIT EXCHANGE TRADED | $352,869 | 0.1% | +1598% | — |
| 97 |  $NVO | NOVO NORDISK A S | $351,621 | 0.1% | -74% | — |
| 98 |  $JPM | JPMORGAN CHASE & CO | $350,756 | 0.1% | +6% | 70.7 |
| 99 |  $ROL | ROLLINS INC | $350,032 | 0.1% | -76% | 65 |
| 100 | — | SIMPLIFY MANAGED FUTURESSTRATEGY ETF - UIT EXCHANGE TRADED | $347,778 | 0.1% | +10% | — |
| 101 |  $ADP | AUTOMATIC DATA PROCESSING INC | $330,550 | 0.1% | -77% | 69.8 |
| 102 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $325,765 | 0.1% | -81% | 67.5 |
| 103 | — | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS - AMERICAN DEPOSITORY | $309,578 | 0.1% | -5% | — |
| 104 |  $WRB | BERKLEY W R CORP | $301,304 | 0.1% | +2% | 68.6 |
| 105 | $IVZ | Invesco Ltd. | $300,999 | 0.1% | +7% | — |
| 106 |  $ISRG | INTUITIVE SURGICAL INC | $295,079 | 0.1% | +763% | 79.9 |
| 107 | — | KRANESHARES GLOBAL HUMANOID ROBOTICS AND PHYSICAL AI INDEX ETF - UIT EXCHANGE TRADED | $293,528 | 0.1% | NEW | — |
| 108 |  $CCZ | COMCAST CORP | $287,366 | 0.1% | -78% | 59.5 |
| 109 |  $OKE | ONEOK INC /NEW/ | $287,076 | 0.1% | -1% | 71.7 |
| 110 |  $SBUX | STARBUCKS CORP | $285,938 | 0.1% | -8% | 58.2 |
| 111 |  $HPE | Hewlett Packard Enterprise Co | $283,832 | 0.1% | +2155% | 70.5 |
| 112 |  $MDT | Medtronic plc | $280,689 | 0.1% | +9% | 68.7 |
| 113 |  $GILD | GILEAD SCIENCES, INC. | $279,590 | 0.1% | +368% | 57.4 |
| 114 |  $PHM | PULTEGROUP INC/MI/ | $269,627 | 0.1% | +392% | 55.3 |
| 115 | — | CAMBRIA EMERGING SHAREHOLDER YIELD ETF - UIT EXCHANGE TRADED | $267,647 | 0.1% | -7% | — |
| 116 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $264,809 | 0.1% | +29% | — |
| 117 |  $BAH | Booz Allen Hamilton Holding Corp | $264,031 | 0.1% | +0% | 58 |
| 118 |  $MKL | MARKEL GROUP INC. | $261,703 | 0.1% | +9% | 60.2 |
| 119 |  $AWK | American Water Works Company, Inc. | $261,055 | 0.1% | +9% | 58.1 |
| 120 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - UIT EXCHANGE TRADED | $260,967 | 0.1% | -4% | — |
| 121 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $260,783 | 0.1% | +304% | 75.4 |
| 122 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $257,925 | 0.1% | +11% | — |
| 123 |  $VRSN | VERISIGN INC/CA | $253,824 | 0.1% | +4% | 71.3 |
| 124 |  $CSX | CSX CORP | $252,666 | 0.1% | +0% | 65.2 |
| 125 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - UIT EXCHANGE TRADED | $245,903 | 0.1% | -4% | — |
| 126 | — | SCHWAB U.S. BROAD MARKETETF - UIT EXCHANGE TRADED | $243,282 | 0.1% | +0% | — |
| 127 |  $WTFC | WINTRUST FINANCIAL CORP | $242,687 | 0.1% | +375% | 60.3 |
| 128 |  $FOUR | Shift4 Payments, Inc. | $240,476 | 0.1% | +25% | 62.5 |
| 129 |  $TMUS | T-Mobile US, Inc. | $237,506 | 0.1% | +293% | 69.1 |
| 130 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $235,290 | 0.1% | +260% | — |
| 131 |  $KVUE | Kenvue Inc. | $234,346 | 0.1% | +5% | 60.3 |
| 132 |  $CACC | CREDIT ACCEPTANCE CORP | $231,773 | 0.1% | NEW | 68.6 |
| 133 |  $PFE | PFIZER INC | $228,145 | 0.1% | +30% | 62 |
| 134 |  $PLUS | EPLUS INC | $227,801 | 0.1% | NEW | 49.9 |
| 135 |  $NI | NISOURCE INC. | $227,289 | 0.1% | +579% | 62.6 |
| 136 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $224,690 | 0.1% | +0% | 52.1 |
| 137 | — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - UIT EXCHANGE TRADED | $224,650 | 0.1% | +411% | — |
| 138 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - UIT EXCHANGE TRADED | $224,078 | 0.1% | -1% | — |
| 139 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - UIT EXCHANGE TRADED | $220,065 | 0.1% | +98% | — |
| 140 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - UIT EXCHANGE TRADED | $218,103 | 0.1% | +472% | — |
| 141 |  $FCFS | FirstCash Holdings, Inc. | $216,320 | 0.1% | -8% | 69.3 |
| 142 | — | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $216,122 | 0.1% | +437% | — |
| 143 |  $CPRT | COPART INC | $215,484 | 0.1% | -79% | 69.1 |
| 144 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - UIT EXCHANGE TRADED | $213,082 | 0.1% | +66% | — |
| 145 |  $CME | CME GROUP INC. | $211,334 | 0.1% | -16% | 69.5 |
| 146 |  $AR | ANTERO RESOURCES Corp | $211,191 | 0.1% | NEW | 75.4 |
| 147 |  $HOOD | Robinhood Markets, Inc. | $208,783 | 0.1% | +167% | 82.1 |
| 148 | — | ISHARES CORE S&P MID-CAPETF - UIT EXCHANGE TRADED | $207,682 | 0.1% | +155% | — |
| 149 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - UIT EXCHANGE TRADED | $203,146 | 0.1% | +61% | — |
| 150 |  $NEE | NEXTERA ENERGY INC | $199,501 | 0.1% | -68% | 64.6 |
New Positions (200)
AMERICAN CUSTOMER SATISFACTION ETF - UIT EXCHANGE TRADED$1.1M
$FBTC Fidelity Wise Origin Bitcoin Fund$798,473 FIDELITY TOTAL BOND ETF - UIT EXCHANGE TRADED$606,427
JPMORGAN CORE PLUS BOND ETF - UIT EXCHANGE TRADED$593,885
$FLEX FLEX LTD.$389,292 PROSHARES ULTRA BITCOIN ETF - UIT EXCHANGE TRADED$365,546
KRANESHARES GLOBAL HUMANOID ROBOTICS AND PHYSICAL AI INDEX ETF - UIT EXCHANGE TRADED$293,528
$CACC CREDIT ACCEPTANCE CORP$231,773$PLUS EPLUS INC$227,801$AR ANTERO RESOURCES Corp$211,191
$HEI HEICO CORP$175,958
$TDG TransDigm Group INC$139,864 SCHWAB U.S. MID-CAP ETF - UIT EXCHANGE TRADED$113,642
$ETHA iShares Ethereum Trust ETF$104,513
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$98,928Exited Positions (66)
ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF
$DOW DOW INC.$TSMCALL TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$NVDACALL NVIDIA CORP
$CTRA Coterra Energy Inc.
$NET Cloudflare, Inc.$LLYCALL ELI LILLY & Co
$CALX CALIX, INC$DOWCALL DOW INC.
$VZCALL VERIZON COMMUNICATIONS INC$CHRWCALL C. H. ROBINSON WORLDWIDE, INC.
$DCICALL DONALDSON Co INC
$GEHC GE HealthCare Technologies Inc.
$OKTA Okta, Inc.
$MASI MASIMO CORPBrowse Top Institutional Investors
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