Marble Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2110081
Institutional-grade research for retail investors
13F Reported Value
ⓘ$571.4M
Holdings
222
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Marble Wealth, LLC disclosed 222 positions worth $571.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 11 new positions and exited 65 and a full exit from $CAH. The portfolio is most concentrated in Other (48.3% of disclosed assets). All figures are sourced directly from Marble Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2110081.
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$58.1M89,012 shVANGUARD INDEX FDS
—Quality
$32.6M74,728 sh- 76.1#112
Quality
$24.7M97,442 sh - 90.2
Quality
$23.3M133,552 sh ISHARES TR
—Quality
$20.7M228,306 shVANGUARD INDEX FDS
—Quality
$19.1M32,034 shVICTORY PORTFOLIOS II
—Quality
$18.4M466,127 sh- 80.2
Quality
$15.1M52,660 sh VANGUARD SPECIALIZED FUNDS
—Quality
$14.8M68,917 sh- 74.6
Quality
$13.9M66,934 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $58.1M | 89,012 |
| VANGUARD INDEX FDS | — | $32.6M | 74,728 |
 Apple Inc.$AAPL | 76.1#112 | $24.7M | 97,442 |
 NVIDIA CORP$NVDA | 90.2 | $23.3M | 133,552 |
| ISHARES TR | — | $20.7M | 228,306 |
| VANGUARD INDEX FDS | — | $19.1M | 32,034 |
| VICTORY PORTFOLIOS II | — | $18.4M | 466,127 |
 Alphabet Inc.$GOOG | 80.2 | $15.1M | 52,660 |
| VANGUARD SPECIALIZED FUNDS | — | $14.8M | 68,917 |
 AMAZON COM INC$AMZN | 74.6 | $13.9M | 66,934 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Marble Wealth, LLC's 222 positions.
Showing top 10 of 222 holdings.
Sector Allocation
Other
$276.0M
Technology
$130.2M
Financials
$56.5M
Consumer Discretionary
$44.3M
Industrials
$15.1M
Energy
$12.8M
Healthcare
$12.2M
Utilities
$8.1M
Full Holdings — Marble Wealth, LLC (Q1 2026)
All 222 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 | $58.1M | 10.2% | -0% | — |
| 2 | — | VANGUARD INDEX FDS | $32.6M | 5.7% | -5% | — |
| 3 | $AAPL | Apple Inc. | $24.7M | 4.3% | -20% | 76.1 |
| 4 | $NVDA | NVIDIA CORP | $23.3M | 4.1% | -1% | 90.2 |
| 5 | — | ISHARES TR | $20.7M | 3.6% | -28% | — |
| 6 | — | VANGUARD INDEX FDS | $19.1M | 3.4% | +0% | — |
| 7 | — | VICTORY PORTFOLIOS II | $18.4M | 3.2% | -6% | — |
| 8 | $GOOG | Alphabet Inc. | $15.1M | 2.6% | -25% | 80.2 |
| 9 | — | VANGUARD SPECIALIZED FUNDS | $14.8M | 2.6% | -4% | — |
| 10 | $AMZN | AMAZON COM INC | $13.9M | 2.4% | -31% | 74.6 |
| 11 |  $MSFT | MICROSOFT CORP | $13.8M | 2.4% | -19% | 83.7 |
| 12 | — | PACER FDS TR | $13.0M | 2.3% | -39% | — |
| 13 |  $AVGO | Broadcom Inc. | $13.0M | 2.3% | -3% | 86.4 |
| 14 | — | ISHARES INC | $11.7M | 2.1% | +39% | — |
| 15 |  $WMT | Walmart Inc. | $10.4M | 1.8% | -7% | 63.2 |
| 16 | — | ISHARES TR | $8.9M | 1.6% | +7% | — |
| 17 | — | FIDELITY COVINGTON TRUST | $8.6M | 1.5% | NEW | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $7.5M | 1.3% | -3% | 35.6 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.3M | 1.3% | -9% | 67 |
| 20 | — | SCHWAB STRATEGIC TR | $6.0M | 1.1% | -2% | — |
| 21 |  $GOOGL | Alphabet Inc. | $5.9M | 1.0% | -41% | 80.2 |
| 22 |  $GE | GENERAL ELECTRIC CO | $5.9M | 1.0% | +1% | 74.8 |
| 23 | — | PACER FDS TR | $5.7M | 1.0% | -47% | — |
| 24 |  $BX | Blackstone Inc. | $5.5M | 1.0% | +1% | 68 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 0.9% | -20% | 64.5 |
| 26 | — | SCHWAB STRATEGIC TR | $5.1M | 0.9% | +0% | — |
| 27 |  $SO | SOUTHERN CO | $4.6M | 0.8% | -6% | 65.1 |
| 28 | — | FIDELITY COVINGTON TRUST | $4.5M | 0.8% | NEW | — |
| 29 | — | SCHWAB STRATEGIC TR | $4.4M | 0.8% | -51% | — |
| 30 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.2M | 0.7% | -5% | — |
| 31 |  $HD | HOME DEPOT, INC. | $4.1M | 0.7% | -18% | 69.2 |
| 32 | — | PROSHARES TR | $4.0M | 0.7% | -48% | — |
| 33 |  $GEV | GE Vernova Inc. | $3.8M | 0.7% | -0% | 70.1 |
| 34 |  $GLD | SPDR GOLD TRUST | $3.8M | 0.7% | -1% | — |
| 35 |  $IVZ | Invesco Ltd. | $3.7M | 0.7% | +1% | — |
| 36 |  $SCHW | SCHWAB CHARLES CORP | $3.7M | 0.6% | -5% | 77.2 |
| 37 | $IVZ | Invesco Ltd. | $3.6M | 0.6% | -52% | — |
| 38 | — | ISHARES TR | $3.6M | 0.6% | +8% | — |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.6% | +1% | — |
| 40 | — | VANGUARD SCOTTSDALE FDS | $3.4M | 0.6% | -8% | — |
| 41 |  $XOM | EXXON MOBIL CORP | $3.1M | 0.5% | -67% | 61.8 |
| 42 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.9M | 0.5% | +0% | 64.5 |
| 43 |  $MCD | MCDONALDS CORP | $2.8M | 0.5% | -12% | 73.9 |
| 44 | — | FIDELITY MERRIMACK STR TR | $2.8M | 0.5% | +36% | — |
| 45 |  $CVX | CHEVRON CORP | $2.7M | 0.5% | -19% | 54.7 |
| 46 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 0.5% | -26% | 72.8 |
| 47 |  $STX | Seagate Technology Holdings plc | $2.6M | 0.5% | +0% | — |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $2.5M | 0.4% | +0% | 72.3 |
| 49 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.4% | -19% | — |
| 50 | — | ISHARES TR | $2.3M | 0.4% | -9% | — |
| 51 |  $V | VISA INC. | $2.2M | 0.4% | -28% | 83.5 |
| 52 |  $PLTR | Palantir Technologies Inc. | $2.2M | 0.4% | -2% | 85.8 |
| 53 | — | VANGUARD INDEX FDS | $2.1M | 0.4% | -0% | — |
| 54 |  $AMAT | APPLIED MATERIALS INC /DE | $2.0M | 0.3% | +5% | 74.8 |
| 55 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | -50% | 59.3 |
| 56 |  $KO | COCA COLA CO | $1.9M | 0.3% | -16% | 74 |
| 57 |  $PWR | QUANTA SERVICES, INC. | $1.7M | 0.3% | +2% | 62.6 |
| 58 |  $CAT | CATERPILLAR INC | $1.7M | 0.3% | -36% | 67.8 |
| 59 |  $APO | Apollo Global Management, Inc. | $1.6M | 0.3% | -10% | 55.7 |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.3% | -24% | 68.4 |
| 61 |  $META | Meta Platforms, Inc. | $1.5M | 0.3% | -57% | 80.9 |
| 62 |  $ITW | ILLINOIS TOOL WORKS INC | $1.5M | 0.3% | -10% | 71.2 |
| 63 |  $ARCC | ARES CAPITAL CORP | $1.5M | 0.3% | -59% | — |
| 64 |  $LIN | LINDE PLC | $1.5M | 0.3% | -24% | — |
| 65 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.4M | 0.3% | -18% | 63.7 |
| 66 |  $RTX | RTX Corp | $1.4M | 0.3% | -23% | 70 |
| 67 |  $KLAC | KLA CORP | $1.4M | 0.3% | +3% | 84.4 |
| 68 |  $SYY | SYSCO CORP | $1.4M | 0.2% | -6% | 58.4 |
| 69 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.2% | -37% | 72.9 |
| 70 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.2% | -12% | 65 |
| 71 | — | ISHARES TR | $1.3M | 0.2% | -1% | — |
| 72 |  $MRK | Merck & Co., Inc. | $1.3M | 0.2% | +3% | 70.9 |
| 73 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | +26% | — |
| 74 |  $WMB | WILLIAMS COMPANIES, INC. | $1.3M | 0.2% | -54% | 72.8 |
| 75 |  $COP | CONOCOPHILLIPS | $1.2M | 0.2% | -72% | 74.8 |
| 76 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.2% | -28% | 55 |
| 77 |  $BXSL | Blackstone Secured Lending Fund | $1.2M | 0.2% | -66% | — |
| 78 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.2M | 0.2% | -54% | 72.7 |
| 79 | — | ISHARES TR | $1.2M | 0.2% | -3% | — |
| 80 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.2% | +4% | 88.4 |
| 81 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.2% | -20% | 73.2 |
| 82 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.2% | -22% | 67 |
| 83 |  $EOG | EOG RESOURCES INC | $1.1M | 0.2% | -54% | 71.1 |
| 84 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.2% | +5% | 82.4 |
| 85 | — | ETF SER SOLUTIONS | $1.1M | 0.2% | NEW | — |
| 86 |  $TSLA | Tesla, Inc. | $1.0M | 0.2% | +2% | 50.1 |
| 87 |  $DUK | Duke Energy CORP | $1.0M | 0.2% | -13% | 64 |
| 88 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.0M | 0.2% | -10% | 66.5 |
| 89 |  $GL | GLOBE LIFE INC. | $1.0M | 0.2% | -2% | 66.6 |
| 90 |  $RF | REGIONS FINANCIAL CORP | $1.0M | 0.2% | +3% | — |
| 91 |  $EMR | EMERSON ELECTRIC CO | $1.0M | 0.2% | -9% | 65.9 |
| 92 |  $LLY | ELI LILLY & Co | $999,621 | 0.2% | -52% | 89.3 |
| 93 |  $VMC | Vulcan Materials CO | $983,189 | 0.2% | -0% | 66.6 |
| 94 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $982,329 | 0.2% | -3% | 65.3 |
| 95 | — | PROFESIONALLY MANAGED PORTFO | $933,490 | 0.2% | -3% | — |
| 96 |  $TRV | TRAVELERS COMPANIES, INC. | $916,577 | 0.2% | -10% | 71.5 |
| 97 |  $EQT | EQT Corp | $914,008 | 0.2% | -7% | 83.3 |
| 98 |  $SHOP | SHOPIFY INC. | $911,888 | 0.2% | -8% | — |
| 99 |  $MDLZ | Mondelez International, Inc. | $881,223 | 0.1% | -12% | 53.9 |
| 100 | — | SCHWAB STRATEGIC TR | $876,988 | 0.1% | +2% | — |
| 101 | — | VANGUARD INTL EQUITY INDEX F | $868,097 | 0.1% | +0% | — |
| 102 |  $UNH | UNITEDHEALTH GROUP INC | $853,911 | 0.1% | -38% | 66.8 |
| 103 |  $MS | MORGAN STANLEY | $831,599 | 0.1% | -29% | — |
| 104 |  $NSC | NORFOLK SOUTHERN CORP | $821,363 | 0.1% | -11% | 70.8 |
| 105 |  $ROK | ROCKWELL AUTOMATION, INC | $815,375 | 0.1% | -7% | 68.2 |
| 106 |  $ANET | Arista Networks, Inc. | $793,617 | 0.1% | +0% | 86 |
| 107 |  $BKNG | Booking Holdings Inc. | $790,551 | 0.1% | -24% | 55.3 |
| 108 | — | ISHARES TR | $787,193 | 0.1% | +0% | — |
| 109 |  $FCX | FREEPORT-MCMORAN INC | $778,677 | 0.1% | +8% | 73.1 |
| 110 |  $WM | WASTE MANAGEMENT INC | $745,769 | 0.1% | -14% | 70.7 |
| 111 |  $FANG | Diamondback Energy, Inc. | $700,655 | 0.1% | -27% | 81.4 |
| 112 |  $AMP | AMERIPRISE FINANCIAL INC | $691,854 | 0.1% | -9% | 70.2 |
| 113 | — | ISHARES TR | $688,543 | 0.1% | -27% | — |
| 114 |  $LAMR | LAMAR ADVERTISING CO/NEW | $681,342 | 0.1% | +0% | 67.8 |
| 115 |  $TJX | TJX COMPANIES INC /DE/ | $666,292 | 0.1% | -29% | 70.7 |
| 116 |  $ORCL | ORACLE CORP | $635,141 | 0.1% | -39% | 67.2 |
| 117 |  $ATR | APTARGROUP, INC. | $630,100 | 0.1% | +0% | 64 |
| 118 | — | ISHARES TR | $616,943 | 0.1% | +0% | — |
| 119 |  $IAU | ISHARES GOLD TRUST | $613,288 | 0.1% | -75% | — |
| 120 |  $WFC | WELLS FARGO & COMPANY/MN | $604,000 | 0.1% | -41% | — |
| 121 |  $CL | COLGATE PALMOLIVE CO | $599,201 | 0.1% | -25% | 72.4 |
| 122 |  $NEE | NEXTERA ENERGY INC | $597,385 | 0.1% | -35% | 71.7 |
| 123 |  $LH | LABCORP HOLDINGS INC. | $597,131 | 0.1% | -7% | 54.8 |
| 124 |  $KOP | Koppers Holdings Inc. | $583,498 | 0.1% | +0% | 39 |
| 125 |  $CSX | CSX CORP | $576,742 | 0.1% | -16% | 66.4 |
| 126 | — | VANGUARD SCOTTSDALE FDS | $574,048 | 0.1% | +0% | — |
| 127 |  $HCA | HCA Healthcare, Inc. | $559,001 | 0.1% | -19% | 70.5 |
| 128 |  $BLK | BlackRock, Inc. | $541,105 | 0.1% | -29% | 70.3 |
| 129 |  $PM | Philip Morris International Inc. | $527,649 | 0.1% | -40% | 80.5 |
| 130 |  $ISRG | INTUITIVE SURGICAL INC | $510,254 | 0.1% | -34% | 81.4 |
| 131 |  $MA | Mastercard Inc | $495,954 | 0.1% | -57% | 81.7 |
| 132 |  $QCOM | QUALCOMM INC/DE | $491,189 | 0.1% | -43% | 81.9 |
| 133 |  $PEP | PEPSICO INC | $490,679 | 0.1% | +1% | 62.7 |
| 134 |  $SHW | SHERWIN WILLIAMS CO | $487,395 | 0.1% | -16% | 65.3 |
| 135 | — | VICTORY PORTFOLIOS II | $478,187 | 0.1% | +0% | — |
| 136 |  $SFBS | ServisFirst Bancshares, Inc. | $472,209 | 0.1% | +19% | — |
| 137 | — | SELECT SECTOR SPDR TR | $465,714 | 0.1% | +0% | — |
| 138 |  $ADBE | ADOBE INC. | $454,834 | 0.1% | +214% | 80.4 |
| 139 |  $NUE | NUCOR CORP | $447,987 | 0.1% | -18% | 58.9 |
| 140 |  $NFLX | NETFLIX INC | $436,677 | 0.1% | -61% | 86.7 |
| 141 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $436,087 | 0.1% | -11% | 66.3 |
| 142 |  $DE | DEERE & CO | $433,164 | 0.1% | -34% | 57.4 |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $426,378 | 0.1% | -54% | 78.8 |
| 144 |  $PSX | Phillips 66 | $422,478 | 0.1% | -81% | 47.6 |
| 145 |  $JCI | Johnson Controls International plc | $416,574 | 0.1% | -25% | — |
| 146 |  $GTN | GRAY MEDIA, INC | $409,254 | 0.1% | +0% | 37.9 |
| 147 |  $UNP | UNION PACIFIC CORP | $405,780 | 0.1% | -34% | 74 |
| 148 | — | VANGUARD SCOTTSDALE FDS | $402,392 | 0.1% | +0% | — |
| 149 |  $FSK | FS KKR Capital Corp | $401,829 | 0.1% | -63% | — |
| 150 |  $PH | Parker-Hannifin Corp | $401,100 | 0.1% | -32% | 73.8 |
| 151 | — | ISHARES TR | $399,645 | 0.1% | -81% | — |
| 152 | — | J P MORGAN EXCHANGE TRADED F | $399,617 | 0.1% | NEW | — |
| 153 |  $TEL | TE Connectivity plc | $398,615 | 0.1% | -20% | — |
| 154 |  $VZ | VERIZON COMMUNICATIONS INC | $395,559 | 0.1% | -79% | 71.6 |
| 155 | — | ISHARES TR | $388,532 | 0.1% | -14% | — |
| 156 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $388,283 | 0.1% | -24% | 75.4 |
| 157 |  $TMUS | T-Mobile US, Inc. | $383,705 | 0.1% | -30% | 72.7 |
| 158 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $381,902 | 0.1% | +0% | 53.3 |
| 159 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $361,700 | 0.1% | -6% | 63.7 |
| 160 |  $DHR | DANAHER CORP /DE/ | $359,831 | 0.1% | +0% | 63.9 |
| 161 |  $PANW | Palo Alto Networks Inc | $359,003 | 0.1% | -32% | 66.5 |
| 162 |  $O | REALTY INCOME CORP | $357,560 | 0.1% | NEW | 74.6 |
| 163 |  $AMGN | AMGEN INC | $357,367 | 0.1% | -46% | 79.5 |
| 164 |  $SLV | iShares Silver Trust | $353,987 | 0.1% | -13% | — |
| 165 |  $HON | HONEYWELL INTERNATIONAL INC | $348,385 | 0.1% | -42% | 65.7 |
| 166 |  $DIS | Walt Disney Co | $346,870 | 0.1% | -46% | 68.9 |
| 167 |  $MELI | MERCADOLIBRE INC | $345,804 | 0.1% | -1% | 77.5 |
| 168 |  $ADI | ANALOG DEVICES INC | $342,335 | 0.1% | -41% | 76.2 |
| 169 |  $T | AT&T INC. | $342,134 | 0.1% | -84% | 71.9 |
| 170 |  $MNST | Monster Beverage Corp | $340,798 | 0.1% | -15% | 77 |
| 171 |  $CME | CME GROUP INC. | $329,882 | 0.1% | -33% | 74.5 |
| 172 | — | SELECT SECTOR SPDR TR | $329,592 | 0.1% | +6% | — |
| 173 |  $AZN | ASTRAZENECA PLC | $323,954 | 0.1% | -51% | — |
| 174 | — | VANGUARD SCOTTSDALE FDS | $318,408 | 0.1% | +8% | — |
| 175 |  $ROAD | Construction Partners, Inc. | $317,443 | 0.1% | -2% | 62.9 |
| 176 | — | ISHARES TR | $314,706 | 0.1% | -92% | — |
| 177 |  $TGT | TARGET CORP | $311,105 | 0.1% | +1% | 53.1 |
| 178 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $308,354 | 0.1% | -73% | — |
| 179 |  $BMY | BRISTOL MYERS SQUIBB CO | $305,623 | 0.1% | -41% | 70.1 |
| 180 |  $EBAY | EBAY INC | $300,717 | 0.1% | -12% | 69.3 |
| 181 |  $COR | Cencora, Inc. | $299,855 | 0.1% | -23% | 59.6 |
| 182 | — | SCHWAB STRATEGIC TR | $293,903 | 0.1% | +0% | — |
| 183 |  $HWM | Howmet Aerospace Inc. | $291,271 | 0.1% | +1% | 79.1 |
| 184 |  $MO | ALTRIA GROUP, INC. | $289,966 | 0.1% | -45% | 72.1 |
| 185 | — | DIMENSIONAL ETF TRUST | $288,209 | 0.1% | +0% | — |
| 186 |  $MTB | M&T BANK CORP | $283,788 | 0.1% | -75% | 64.1 |
| 187 | — | ISHARES TR | $283,382 | 0.1% | +0% | — |
| 188 | — | ISHARES TR | $280,846 | 0.1% | +0% | — |
| 189 |  $GILD | GILEAD SCIENCES, INC. | $271,912 | 0.1% | -80% | 77.8 |
| 190 |  $APH | AMPHENOL CORP /DE/ | $269,006 | 0.1% | -1% | 80.5 |
| 191 |  $CB | Chubb Ltd | $266,889 | 0.1% | -42% | — |
| 192 |  $WT | WisdomTree, Inc. | $260,631 | 0.1% | +0% | 62.9 |
| 193 |  $WDC | WESTERN DIGITAL CORP | $259,065 | 0.1% | NEW | 76.8 |
| 194 |  $PNW | PINNACLE WEST CAPITAL CORP | $255,794 | 0.0% | -6% | 55.5 |
| 195 |  $CCZ | COMCAST CORP | $253,148 | 0.0% | -44% | 70.4 |
| 196 | — | SELECT SECTOR SPDR TR | $248,163 | 0.0% | +91% | — |
| 197 | — | PIMCO ETF TR | $246,296 | 0.0% | NEW | — |
| 198 |  $TRGP | Targa Resources Corp. | $242,790 | 0.0% | -23% | 70 |
| 199 |  $UHAL | U-Haul Holding Co /NV/ | $240,995 | 0.0% | +13% | 28.1 |
| 200 |  $ETR | ENTERGY CORP /DE/ | $235,088 | 0.0% | -18% | 65.1 |
| 201 |  $PGR | PROGRESSIVE CORP/OH/ | $232,983 | 0.0% | -41% | 83.6 |
| 202 |  $CVE | CENOVUS ENERGY INC. | $232,939 | 0.0% | NEW | — |
| 203 |  $BSX | BOSTON SCIENTIFIC CORP | $231,434 | 0.0% | -38% | 79.9 |
| 204 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $230,696 | 0.0% | -55% | 70.9 |
| 205 |  $ENB | ENBRIDGE INC | $228,332 | 0.0% | +1% | — |
| 206 |  $LOW | LOWES COMPANIES INC | $223,927 | 0.0% | -48% | 63.5 |
| 207 |  $APA | APA Corp | $221,809 | 0.0% | NEW | — |
| 208 |  $TDG | TransDigm Group INC | $215,707 | 0.0% | -31% | 75.4 |
| 209 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $214,263 | 0.0% | -91% | 66.7 |
| 210 | — | SPDR SERIES TRUST | $213,521 | 0.0% | NEW | — |
| 211 |  $TXN | TEXAS INSTRUMENTS INC | $213,439 | 0.0% | -57% | 70.4 |
| 212 | — | VANGUARD TAX-MANAGED FDS | $210,783 | 0.0% | +0% | — |
| 213 | — | EA SERIES TRUST | $209,322 | 0.0% | NEW | — |
| 214 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $208,347 | 0.0% | -46% | 76.6 |
| 215 |  $CEG | Constellation Energy Corp | $207,867 | 0.0% | -40% | 62.5 |
| 216 | — | DIMENSIONAL ETF TRUST | $205,594 | 0.0% | +4% | — |
| 217 | — | DIMENSIONAL ETF TRUST | $204,264 | 0.0% | -20% | — |
| 218 |  $FUSB | FIRST US BANCSHARES, INC. | $195,633 | 0.0% | -16% | 49.8 |
| 219 |  $VLY | VALLEY NATIONAL BANCORP | $162,737 | 0.0% | +1% | — |
| 220 |  $F | FORD MOTOR CO | $160,754 | 0.0% | -33% | 58.5 |
| 221 |  $ACIC | AMERICAN COASTAL INSURANCE Corp | $124,712 | 0.0% | +6% | 64 |
| 222 |  $MPT | MEDICAL PROPERTIES TRUST INC | $73,045 | 0.0% | -15% | 42 |
New Positions (11)
FIDELITY COVINGTON TRUST$8.6M
FIDELITY COVINGTON TRUST$4.5M
ETF SER SOLUTIONS$1.1M
J P MORGAN EXCHANGE TRADED F$399,617
$O REALTY INCOME CORP$357,560$WDC WESTERN DIGITAL CORP$259,065 PIMCO ETF TR$246,296
$CVE CENOVUS ENERGY INC.$232,939$APA APA Corp$221,809 SPDR SERIES TRUST$213,521
EA SERIES TRUST$209,322
Exited Positions (65)
$CAH CARDINAL HEALTH INC
$KMI KINDER MORGAN, INC.
$CRM Salesforce, Inc.
$CTRA Coterra Energy Inc.
$PHM PULTEGROUP INC/MI/
$STLD STEEL DYNAMICS INC
$OKE ONEOK INC /NEW/
$BRO BROWN & BROWN, INC.
$VTRS Viatris Inc
$VLO VALERO ENERGY CORP/TX
$DHI HORTON D R INC /DE/
$ULTA Ulta Beauty, Inc.
$TSCO TRACTOR SUPPLY CO /DE/
$PINS PINTEREST, INC.
$NVR NVR INCBrowse Top Institutional Investors
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