Essential Investment Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2145170
Institutional-grade research for retail investors
13F Reported Value
ⓘ$124.5M
Holdings
312
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Essential Investment Partners LLC disclosed 312 positions worth $124.5M in its Form 13F-HR for Q2 2026, led by $BE (Bloom Energy Corp) at 5.3% of the equity portfolio, followed by $AAPL and $URI. During the quarter the fund opened 21 new positions and exited 10 — including a new stake in $APH. The portfolio is most concentrated in Technology (31.7% of disclosed assets). All figures are sourced directly from Essential Investment Partners LLC’s Form 13F-HR filing with the SEC under CIK 2145170.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyOtherIndustrialsHealthcareConsumer DiscretionaryFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 54.4#1,220
Quality
$6.6M21,950 sh - 76.1#112
Quality
$5.8M20,090 sh - 70.7#294
Quality
$5.2M4,588 sh - 80.2
Quality
$4.3M12,008 sh EVERPURE INC - CL A
—Quality
$3.8M48,796 sh- 74.6
Quality
$3.8M15,946 sh - 59.3
Quality
$3.6M14,411 sh - 83.7
Quality
$3.5M9,349 sh - 70.7
Quality
$2.9M19,341 sh - 86.4
Quality
$2.9M7,681 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bloom Energy Corp$BE | 54.4#1,220 | $6.6M | 21,950 |
 Apple Inc.$AAPL | 76.1#112 | $5.8M | 20,090 |
 UNITED RENTALS, INC.$URI | 70.7#294 | $5.2M | 4,588 |
 Alphabet Inc.$GOOG | 80.2 | $4.3M | 12,008 |
| EVERPURE INC - CL A | — | $3.8M | 48,796 |
 AMAZON COM INC$AMZN | 74.6 | $3.8M | 15,946 |
 AbbVie Inc.$ABBV | 59.3 | $3.6M | 14,411 |
 MICROSOFT CORP$MSFT | 83.7 | $3.5M | 9,349 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $2.9M | 19,341 |
 Broadcom Inc.$AVGO | 86.4 | $2.9M | 7,681 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Essential Investment Partners LLC's 312 positions.
Showing top 10 of 312 holdings.
Sector Allocation
Technology
$39.5M
Other
$32.5M
Industrials
$12.7M
Healthcare
$11.1M
Consumer Discretionary
$10.4M
Financials
$8.0M
Communication Services
$2.9M
Energy
$2.6M
Full Holdings — Essential Investment Partners LLC (Q2 2026)
All 312 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 | $BE | Bloom Energy Corp | $6.6M | 5.3% | -6% | 54.4 |
| 2 | $AAPL | Apple Inc. | $5.8M | 4.7% | -6% | 76.1 |
| 3 | $URI | UNITED RENTALS, INC. | $5.2M | 4.2% | -2% | 70.7 |
| 4 | $GOOG | Alphabet Inc. | $4.3M | 3.5% | -6% | 80.2 |
| 5 | — | EVERPURE INC - CL A | $3.8M | 3.1% | +0% | — |
| 6 | $AMZN | AMAZON COM INC | $3.8M | 3.0% | +1% | 74.6 |
| 7 | $ABBV | AbbVie Inc. | $3.6M | 2.9% | -6% | 59.3 |
| 8 | $MSFT | MICROSOFT CORP | $3.5M | 2.8% | +2% | 83.7 |
| 9 | $TJX | TJX COMPANIES INC /DE/ | $2.9M | 2.4% | +0% | 70.7 |
| 10 | $AVGO | Broadcom Inc. | $2.9M | 2.3% | -0% | 86.4 |
| 11 |  $CRWD | CrowdStrike Holdings, Inc. | $2.9M | 2.3% | -27% | 55 |
| 12 |  $NVDA | NVIDIA CORP | $2.9M | 2.3% | +27% | 90.2 |
| 13 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $2.6M | 2.1% | +97% | — |
| 14 |  $BKNG | Booking Holdings Inc. | $2.5M | 2.0% | +2415% | 55.3 |
| 15 |  $VZ | VERIZON COMMUNICATIONS INC | $2.4M | 1.9% | +1% | 71.6 |
| 16 |  $MA | Mastercard Inc | $2.3M | 1.9% | +4% | 81.7 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 1.9% | -14% | 72.8 |
| 18 |  $MEC | Mayville Engineering Company, Inc. | $2.2M | 1.8% | +49% | 34 |
| 19 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $2.1M | 1.7% | +28% | — |
| 20 |  $GLD | SPDR GOLD TRUST | $1.9M | 1.6% | -2% | — |
| 21 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.9M | 1.5% | +6% | — |
| 22 |  $SYK | STRYKER CORP | $1.7M | 1.4% | +10% | 69.8 |
| 23 |  $GOOGL | Alphabet Inc. | $1.7M | 1.4% | -1% | 80.2 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.3% | +31% | 35.6 |
| 25 |  $ZETA | Zeta Global Holdings Corp. | $1.6M | 1.3% | +10% | 53.6 |
| 26 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $1.5M | 1.2% | -3% | — |
| 27 |  $ORCL | ORACLE CORP | $1.4M | 1.2% | -25% | 67.2 |
| 28 |  $ARCC | ARES CAPITAL CORP | $1.4M | 1.1% | +7% | — |
| 29 |  $ECL | ECOLAB INC. | $1.4M | 1.1% | +22% | 64.3 |
| 30 |  $KMI | KINDER MORGAN, INC. | $1.3M | 1.0% | -0% | 74.6 |
| 31 | — | ISHARES INC - MSCI EMRG CHN | $1.3M | 1.0% | +0% | — |
| 32 | — | ISHARES TR - RUS MD CP GR ETF | $1.2M | 1.0% | +1% | — |
| 33 |  $WM | WASTE MANAGEMENT INC | $1.2M | 1.0% | +10% | 70.7 |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.9% | +1% | — |
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.1M | 0.9% | -9% | — |
| 36 |  $QCOM | QUALCOMM INC/DE | $1.0M | 0.8% | -48% | 81.9 |
| 37 |  $KLAC | KLA CORP | $963,662 | 0.8% | +362% | 84.4 |
| 38 |  $ALC | ALCON INC | $947,586 | 0.8% | -7% | — |
| 39 | — | SPDR SERIES TRUST - ST STR SP HOME | $903,679 | 0.7% | +0% | — |
| 40 | — | ISHARES TR - MSCI ACWI EX US | $852,432 | 0.7% | +0% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $822,003 | 0.7% | +0% | — |
| 42 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $787,110 | 0.6% | +10% | — |
| 43 |  $APH | AMPHENOL CORP /DE/ | $779,687 | 0.6% | NEW | 80.5 |
| 44 |  $LMT | LOCKHEED MARTIN CORP | $761,643 | 0.6% | +7% | 65 |
| 45 | — | PIMCO ETF TR - MULTISECTOR BD | $745,477 | 0.6% | +91% | — |
| 46 |  $PEP | PEPSICO INC | $730,348 | 0.6% | -1% | 62.7 |
| 47 |  $DHI | HORTON D R INC /DE/ | $720,744 | 0.6% | +0% | 54.6 |
| 48 |  $AMAT | APPLIED MATERIALS INC /DE | $668,052 | 0.5% | +0% | 74.8 |
| 49 |  $PLMR | Palomar Holdings, Inc. | $635,742 | 0.5% | NEW | 77.5 |
| 50 |  $ACN | Accenture plc | $627,302 | 0.5% | -11% | — |
| 51 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $585,841 | 0.5% | +29% | — |
| 52 |  $BX | Blackstone Inc. | $572,465 | 0.5% | -6% | 68 |
| 53 | — | ISHARES TR - CORE S&P MCP ETF | $539,770 | 0.4% | +0% | — |
| 54 | — | ISHARES TR - RUS 1000 VAL ETF | $532,134 | 0.4% | +0% | — |
| 55 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $508,688 | 0.4% | +13% | — |
| 56 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $503,432 | 0.4% | +0% | — |
| 57 |  $PDI | PIMCO Dynamic Income Fund | $498,178 | 0.4% | -1% | — |
| 58 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $481,659 | 0.4% | +28% | — |
| 59 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $478,802 | 0.4% | +0% | — |
| 60 | — | ISHARES TR - S&P 500 GRWT ETF | $474,479 | 0.4% | +0% | — |
| 61 |  $ZTS | Zoetis Inc. | $464,216 | 0.4% | -33% | 72.6 |
| 62 |  $IDXX | IDEXX LABORATORIES INC /DE | $459,582 | 0.4% | +0% | 73.6 |
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $443,537 | 0.4% | +0% | — |
| 64 |  $RBC | RBC Bearings INC | $418,639 | 0.3% | +0% | 67.1 |
| 65 | — | ISHARES TR - RUS 1000 GRW ETF | $410,754 | 0.3% | +300% | — |
| 66 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $410,247 | 0.3% | +0% | 68.2 |
| 67 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $405,030 | 0.3% | +0% | — |
| 68 |  $HON | HONEYWELL INTERNATIONAL INC | $403,244 | 0.3% | -49% | 65.7 |
| 69 |  $HONA | Honeywell Aerospace Inc. | $398,165 | 0.3% | NEW | — |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $387,285 | 0.3% | +0% | 67 |
| 71 |  $MSA | MSA Safety Inc | $381,981 | 0.3% | -34% | 59.1 |
| 72 |  $TYL | TYLER TECHNOLOGIES INC | $381,368 | 0.3% | +0% | 69.3 |
| 73 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $355,736 | 0.3% | NEW | — |
| 74 | — | ISHARES TR - MSCI USA QLT FCT | $348,894 | 0.3% | +117% | — |
| 75 |  $PANW | Palo Alto Networks Inc | $346,476 | 0.3% | +0% | 66.5 |
| 76 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $339,972 | 0.3% | -58% | 67.3 |
| 77 |  $WMT | Walmart Inc. | $339,780 | 0.3% | -3% | 63.2 |
| 78 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $337,132 | 0.3% | +9% | — |
| 79 | — | CAPITAL GROUP INTERNATIONAL - SHS | $320,232 | 0.3% | +4% | — |
| 80 |  $AVAV | AeroVironment Inc | $310,827 | 0.3% | -8% | 42.1 |
| 81 |  $CVX | CHEVRON CORP | $300,026 | 0.2% | -31% | 54.7 |
| 82 |  $FISN | DEEP FISSION, INC. | $291,456 | 0.2% | NEW | — |
| 83 |  $WMB | WILLIAMS COMPANIES, INC. | $287,547 | 0.2% | +0% | 72.8 |
| 84 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $273,444 | 0.2% | +597% | — |
| 85 |  $NTNX | Nutanix, Inc. | $268,355 | 0.2% | +1% | 68.8 |
| 86 |  $KO | COCA COLA CO | $256,813 | 0.2% | +0% | 74 |
| 87 |  $RTX | RTX Corp | $256,136 | 0.2% | +0% | 70 |
| 88 |  $MRK | Merck & Co., Inc. | $255,073 | 0.2% | +0% | 70.9 |
| 89 |  $CSCO | CISCO SYSTEMS, INC. | $251,599 | 0.2% | +0% | 72.3 |
| 90 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $244,570 | 0.2% | -8% | — |
| 91 |  $GLW | CORNING INC /NY | $242,659 | 0.2% | +0% | 72.7 |
| 92 |  $BMY | BRISTOL MYERS SQUIBB CO | $240,564 | 0.2% | +0% | 70.1 |
| 93 |  $AMGN | AMGEN INC | $233,567 | 0.2% | +0% | 79.5 |
| 94 |  $T | AT&T INC. | $228,673 | 0.2% | +0% | 71.9 |
| 95 |  $ULTA | Ulta Beauty, Inc. | $213,765 | 0.2% | -2% | 66.6 |
| 96 |  $GD | GENERAL DYNAMICS CORP | $212,367 | 0.2% | +0% | 73 |
| 97 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $203,300 | 0.2% | +0% | — |
| 98 |  $GDDY | GoDaddy Inc. | $199,808 | 0.2% | -20% | 72.4 |
| 99 |  $VNOM | Viper Energy, Inc. | $195,252 | 0.2% | +0% | — |
| 100 |  $SHEL | Shell plc | $192,687 | 0.1% | +0% | — |
| 101 |  $V | VISA INC. | $189,043 | 0.1% | +0% | 83.5 |
| 102 |  $ETN | Eaton Corp plc | $187,493 | 0.1% | +0% | — |
| 103 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $177,030 | 0.1% | +75% | — |
| 104 |  $VLO | VALERO ENERGY CORP/TX | $169,286 | 0.1% | +0% | 51.4 |
| 105 |  $FSK | FS KKR Capital Corp | $163,664 | 0.1% | +0% | — |
| 106 |  $NZF | Nuveen Municipal Credit Income Fund | $157,207 | 0.1% | +0% | — |
| 107 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | $146,504 | 0.1% | -0% | — |
| 108 |  $PWR | QUANTA SERVICES, INC. | $144,008 | 0.1% | -9% | 62.6 |
| 109 |  $MS | MORGAN STANLEY | $140,475 | 0.1% | +0% | — |
| 110 |  $META | Meta Platforms, Inc. | $138,569 | 0.1% | +0% | 80.9 |
| 111 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $119,847 | 0.1% | +26% | — |
| 112 |  $WFC | WELLS FARGO & COMPANY/MN | $119,580 | 0.1% | +0% | — |
| 113 |  $XOM | EXXON MOBIL CORP | $116,212 | 0.1% | +0% | 61.8 |
| 114 |  $ANET | Arista Networks, Inc. | $108,383 | 0.1% | +0% | 86 |
| 115 |  $PG | PROCTER & GAMBLE Co | $106,754 | 0.1% | +0% | 72.9 |
| 116 |  $NSC | NORFOLK SOUTHERN CORP | $102,556 | 0.1% | +0% | 70.8 |
| 117 |  $SPY | SPDR S&P 500 ETF TRUST | $102,307 | 0.1% | +0% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $101,475 | 0.1% | +0% | 73.2 |
| 119 | — | ISHARES TR - CORE S&P SCP ETF | $101,147 | 0.1% | +222% | — |
| 120 |  $JCI | Johnson Controls International plc | $100,816 | 0.1% | +0% | — |
| 121 | — | MATTHEWS ASIA FDS - EMER MARK EX ETF | $99,916 | 0.1% | +0% | — |
| 122 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $99,451 | 0.1% | +0% | — |
| 123 |  $HD | HOME DEPOT, INC. | $96,987 | 0.1% | -27% | 69.2 |
| 124 |  $BRK.B | BERKSHIRE HATHAWAY INC | $93,573 | 0.1% | +0% | 64.5 |
| 125 | — | ISHARES TR - SELECT DIVID ETF | $92,999 | 0.1% | +0% | — |
| 126 |  $ASML | ASML HOLDING NV | $91,514 | 0.1% | +0% | — |
| 127 |  $OCUL | OCULAR THERAPEUTIX, INC | $89,902 | 0.1% | +0% | 12.8 |
| 128 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $88,893 | 0.1% | +0% | — |
| 129 |  $NYT | NEW YORK TIMES CO | $82,996 | 0.1% | +0% | 71.3 |
| 130 |  $NFLX | NETFLIX INC | $82,824 | 0.1% | +0% | 86.7 |
| 131 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $81,494 | 0.1% | +0% | — |
| 132 |  $AEM | AGNICO EAGLE MINES LTD | $77,565 | 0.1% | +0% | — |
| 133 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $75,553 | 0.1% | +0% | 66.5 |
| 134 | — | ETF OPPORTUNITIES TRUST - TAPPALPHA S&P | $75,094 | 0.1% | +0% | — |
| 135 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $74,153 | 0.1% | +0% | — |
| 136 |  $WY | WEYERHAEUSER CO | $73,855 | 0.1% | +66% | 52.9 |
| 137 |  $SOLS | Solstice Advanced Materials Inc. | $72,741 | 0.1% | -0% | — |
| 138 | — | ISHARES TR - CORE HIGH DV ETF | $71,951 | 0.1% | +400% | — |
| 139 |  $NEE | NEXTERA ENERGY INC | $70,216 | 0.1% | +0% | 71.7 |
| 140 |  $GKOS | GLAUKOS Corp | $69,880 | 0.1% | +0% | 39.2 |
| 141 |  $LASR | NLIGHT, INC. | $69,620 | 0.1% | +0% | 41.3 |
| 142 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $66,165 | 0.1% | +43% | — |
| 143 | — | PROSHARES TR - S&P 500 HIGH ETF | $65,692 | 0.1% | +0% | — |
| 144 |  $MOG-A | MOOG INC. | $63,576 | 0.1% | -26% | 66.2 |
| 145 |  $GWW | W.W. GRAINGER, INC. | $62,578 | 0.1% | +0% | 69.5 |
| 146 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $60,654 | 0.1% | +0% | 66.4 |
| 147 |  $VST | Vistra Corp. | $60,279 | 0.1% | +0% | 62.9 |
| 148 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $58,000 | 0.1% | +0% | — |
| 149 |  $EMR | EMERSON ELECTRIC CO | $57,117 | 0.1% | +0% | 65.9 |
| 150 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $54,292 | 0.0% | +0% | — |
| 151 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $53,090 | 0.0% | +0% | — |
| 152 |  $IBIT | iShares Bitcoin Trust ETF | $52,798 | 0.0% | -78% | — |
| 153 |  $CICB | CION Investment Corp | $52,207 | 0.0% | +0% | — |
| 154 |  $MNST | Monster Beverage Corp | $46,522 | 0.0% | +0% | 77 |
| 155 |  $GILD | GILEAD SCIENCES, INC. | $45,482 | 0.0% | +0% | 77.8 |
| 156 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $42,923 | 0.0% | +0% | — |
| 157 |  $IVZ | Invesco Ltd. | $42,554 | 0.0% | +0% | — |
| 158 | — | CALAMOS ETF TR - AUTOC GROWT ETF | $42,119 | 0.0% | NEW | — |
| 159 |  $PLTR | Palantir Technologies Inc. | $41,535 | 0.0% | +5% | 85.8 |
| 160 |  $BG | Bunge Global SA | $41,091 | 0.0% | +0% | 55.9 |
| 161 |  $SLI | STANDARD LITHIUM LTD. | $40,013 | 0.0% | +0% | — |
| 162 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $38,387 | 0.0% | -8% | 44.6 |
| 163 |  $KRMN | Karman Holdings Inc. | $38,089 | 0.0% | +1% | 56.1 |
| 164 |  $EQIX | EQUINIX INC | $36,484 | 0.0% | +0% | 61.4 |
| 165 | — | CALAMOS ETF TR - NASDAQ AUTOCALLL | $36,248 | 0.0% | +1% | — |
| 166 |  $UBER | Uber Technologies, Inc | $36,008 | 0.0% | +0% | 79.3 |
| 167 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $35,700 | 0.0% | +0% | — |
| 168 |  $SHW | SHERWIN WILLIAMS CO | $35,465 | 0.0% | +0% | 65.3 |
| 169 |  $ISRG | INTUITIVE SURGICAL INC | $34,996 | 0.0% | +0% | 81.4 |
| 170 |  $OKE | ONEOK INC /NEW/ | $33,907 | 0.0% | +0% | 72 |
| 171 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $30,290 | 0.0% | +0% | 52.1 |
| 172 |  $SPGI | S&P Global Inc. | $30,137 | 0.0% | +0% | 79.4 |
| 173 |  $WTS | WATTS WATER TECHNOLOGIES INC | $29,359 | 0.0% | +0% | 70.7 |
| 174 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $29,007 | 0.0% | +0% | — |
| 175 |  $CTVA | Corteva, Inc. | $28,964 | 0.0% | +0% | 48.4 |
| 176 |  $TXN | TEXAS INSTRUMENTS INC | $26,826 | 0.0% | +0% | 70.4 |
| 177 |  $VOXR | VOX ROYALTY CORP. | $26,275 | 0.0% | +0% | — |
| 178 |  $AMD | ADVANCED MICRO DEVICES INC | $26,141 | 0.0% | +0% | 78.8 |
| 179 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $25,600 | 0.0% | +0% | — |
| 180 |  $MSIF | MSC INCOME FUND, INC. | $25,257 | 0.0% | +0% | — |
| 181 |  $DHR | DANAHER CORP /DE/ | $24,762 | 0.0% | +0% | 63.9 |
| 182 |  $DIS | Walt Disney Co | $24,544 | 0.0% | +0% | 68.9 |
| 183 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $24,030 | 0.0% | +0% | — |
| 184 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $22,500 | 0.0% | +0% | 71.5 |
| 185 |  $CRM | Salesforce, Inc. | $21,932 | 0.0% | +0% | 75.2 |
| 186 |  $MO | ALTRIA GROUP, INC. | $21,657 | 0.0% | +0% | 72.1 |
| 187 |  $EXR | Extra Space Storage Inc. | $19,470 | 0.0% | +0% | 66.7 |
| 188 |  $CB | Chubb Ltd | $19,081 | 0.0% | +0% | — |
| 189 |  $TTEK | TETRA TECH INC | $19,067 | 0.0% | +0% | 63 |
| 190 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $18,964 | 0.0% | +0% | — |
| 191 |  $BFLY | Butterfly Network, Inc. | $18,945 | 0.0% | +0% | 29.5 |
| 192 | — | PROSHARES TR - RUS 2000 HIG ETF | $18,784 | 0.0% | NEW | — |
| 193 |  $ENSG | ENSIGN GROUP, INC | $18,114 | 0.0% | +0% | 68 |
| 194 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $16,621 | 0.0% | +0% | — |
| 195 |  $LIN | LINDE PLC | $16,606 | 0.0% | +0% | — |
| 196 |  $DVN | DEVON ENERGY CORP/DE | $16,528 | 0.0% | +0% | 70.2 |
| 197 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $16,083 | 0.0% | +0% | — |
| 198 |  $MDLZ | Mondelez International, Inc. | $15,906 | 0.0% | -52% | 53.9 |
| 199 |  $MDLN | Medline Inc. | $15,776 | 0.0% | +100% | — |
| 200 |  $F | FORD MOTOR CO | $13,900 | 0.0% | +0% | 58.5 |
| 201 |  $PGR | PROGRESSIVE CORP/OH/ | $13,762 | 0.0% | +0% | 83.6 |
| 202 |  $BCO | BRINKS CO | $13,040 | 0.0% | +0% | 52 |
| 203 | — | CALAMOS ETF TR - S&P 500 STRUCT | $12,850 | 0.0% | +0% | — |
| 204 |  $JEF | Jefferies Financial Group Inc. | $12,495 | 0.0% | +0% | 65.6 |
| 205 |  $CVS | CVS HEALTH Corp | $12,414 | 0.0% | +0% | 51.3 |
| 206 |  $LOW | LOWES COMPANIES INC | $12,127 | 0.0% | +0% | 63.5 |
| 207 |  $TEAM | Atlassian Corp | $11,669 | 0.0% | NEW | 56.8 |
| 208 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $11,449 | 0.0% | +0% | — |
| 209 |  $BAC | BANK OF AMERICA CORP /DE/ | $11,396 | 0.0% | +0% | 68.4 |
| 210 |  $VGM | Invesco Trust for Investment Grade Municipals | $10,600 | 0.0% | +0% | — |
| 211 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $10,593 | 0.0% | NEW | — |
| 212 |  $MCD | MCDONALDS CORP | $10,001 | 0.0% | +0% | 73.9 |
| 213 | — | ISHARES TR - RUS 2000 GRW ETF | $9,849 | 0.0% | +0% | — |
| 214 | — | ISHARES TR - S&P MC 400GR ETF | $9,400 | 0.0% | +0% | — |
| 215 | — | MANAGED PORTFOLIO SER - TREMB GLOBA ETF | $9,327 | 0.0% | +0% | — |
| 216 |  $JOBY | Joby Aviation, Inc. | $8,920 | 0.0% | +0% | 28.7 |
| 217 |  $SYY | SYSCO CORP | $8,609 | 0.0% | +0% | 58.4 |
| 218 | — | CALAMOS ETF TR - RUSSE 2000 JANUA | $8,396 | 0.0% | +0% | — |
| 219 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $7,932 | 0.0% | +500% | — |
| 220 |  $CERS | CERUS CORP | $7,300 | 0.0% | +0% | 29.3 |
| 221 | — | ISHARES TR - EAFE SML CP ETF | $6,582 | 0.0% | +0% | — |
| 222 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6,075 | 0.0% | +0% | — |
| 223 |  $VALE | Vale S.A. | $6,016 | 0.0% | +0% | — |
| 224 |  $BLLN | BillionToOne, Inc. | $5,999 | 0.0% | +0% | — |
| 225 | $IVZ | Invesco Ltd. | $5,915 | 0.0% | +0% | — |
| 226 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5,442 | 0.0% | +0% | — |
| 227 | — | CALAMOS ETF TR - NASDAQ EQUITY | $5,354 | 0.0% | +0% | — |
| 228 |  $PAYX | PAYCHEX INC | $5,310 | 0.0% | +0% | 75.1 |
| 229 | — | MATTHEWS ASIA FDS - CHIN INNO AC ETF | $5,262 | 0.0% | +0% | — |
| 230 |  $PRKS | United Parks & Resorts Inc. | $5,251 | 0.0% | +0% | 48.2 |
| 231 |  $AMT | AMERICAN TOWER CORP /MA/ | $3,762 | 0.0% | +0% | 69.8 |
| 232 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $3,705 | 0.0% | +0% | — |
| 233 |  $PFN | PIMCO Income Strategy Fund II | $3,565 | 0.0% | +0% | — |
| 234 |  $CCJ | CAMECO CORP | $3,056 | 0.0% | +0% | — |
| 235 |  $TSLA | Tesla, Inc. | $2,944 | 0.0% | +0% | 50.1 |
| 236 |  $SLVM | Sylvamo Corp | $2,722 | 0.0% | +0% | 40 |
| 237 |  $ASTS | AST SpaceMobile, Inc. | $2,666 | 0.0% | +200% | 29.6 |
| 238 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $2,585 | 0.0% | +0% | — |
| 239 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | $2,306 | 0.0% | +0% | — |
| 240 | — | VANGUARD INDEX FDS - GROWTH ETF | $2,021 | 0.0% | NEW | — |
| 241 |  $VTRS | Viatris Inc | $1,969 | 0.0% | +0% | 47.1 |
| 242 |  $OVV | Ovintiv Inc. | $1,948 | 0.0% | +0% | 46.5 |
| 243 |  $TM | TOYOTA MOTOR CORP/ | $1,684 | 0.0% | +0% | — |
| 244 | — | VANGUARD WELLINGTON FD - US MOMENTUM | $1,497 | 0.0% | +0% | — |
| 245 | — | ISHARES TR - MSCI INTL MOMENT | $1,493 | 0.0% | +0% | — |
| 246 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1,480 | 0.0% | +0% | — |
| 247 |  $CCZ | COMCAST CORP | $1,473 | 0.0% | +0% | 70.4 |
| 248 |  $AIR | AAR CORP | $1,429 | 0.0% | +0% | 65.3 |
| 249 | — | VANECK ETF TRUST - RARE EAR STR ETF | $1,416 | 0.0% | +0% | — |
| 250 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1,375 | 0.0% | +0% | — |
| 251 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1,340 | 0.0% | +0% | — |
| 252 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1,313 | 0.0% | +0% | — |
| 253 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1,278 | 0.0% | +0% | — |
| 254 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1,197 | 0.0% | +0% | — |
| 255 |  $MU | MICRON TECHNOLOGY INC | $1,154 | 0.0% | NEW | 88.4 |
| 256 |  $SHOP | SHOPIFY INC. | $1,142 | 0.0% | +0% | — |
| 257 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1,126 | 0.0% | -40% | 74.4 |
| 258 |  $NEM | NEWMONT Corp /DE/ | $1,121 | 0.0% | +0% | 88.3 |
| 259 |  $CGEN | COMPUGEN LTD | $1,070 | 0.0% | +0% | — |
| 260 |  $ETH | Grayscale Ethereum Staking Mini ETF | $1,052 | 0.0% | +0% | — |
| 261 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1,021 | 0.0% | +0% | — |
| 262 |  $RKLB | Rocket Lab Corp | $1,017 | 0.0% | NEW | 37.2 |
| 263 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $971 | 0.0% | +0% | 66.3 |
| 264 | — | PROSHARES TR - NANOTECH ETF | $970 | 0.0% | +0% | — |
| 265 |  $EQNR | EQUINOR ASA | $942 | 0.0% | +0% | — |
| 266 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $895 | 0.0% | +0% | — |
| 267 |  $ONDS | Ondas Inc. | $824 | 0.0% | NEW | 31.8 |
| 268 | — | RBB FD INC - MOTLEY FOOL SML | $723 | 0.0% | +0% | — |
| 269 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $701 | 0.0% | +0% | 68.8 |
| 270 | — | GLOBAL X FDS - GB MSCI AR ETF | $639 | 0.0% | +0% | — |
| 271 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $539 | 0.0% | NEW | 70.8 |
| 272 |  $KOPN | KOPIN CORP | $538 | 0.0% | NEW | 29.9 |
| 273 |  $CPNG | Coupang, Inc. | $521 | 0.0% | +0% | 56.4 |
| 274 |  $BORR | Borr Drilling Ltd | $516 | 0.0% | -17% | — |
| 275 |  $NIO | NIO Inc. | $506 | 0.0% | +0% | — |
| 276 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | $469 | 0.0% | NEW | — |
| 277 |  $VTS | Vitesse Energy, Inc. | $457 | 0.0% | +0% | 45.5 |
| 278 |  $GLND | Greenland Energy Co | $440 | 0.0% | NEW | — |
| 279 |  $MSTR | Strategy Inc | $435 | 0.0% | +0% | 25.4 |
| 280 |  $S | SentinelOne, Inc. | $424 | 0.0% | +0% | 41.4 |
| 281 | — | KRANESHARES TRUST - GBL HUMANOID ROB | $412 | 0.0% | +0% | — |
| 282 |  $NKE | NIKE, Inc. | $411 | 0.0% | +0% | 53.4 |
| 283 |  $MFC | MANULIFE FINANCIAL CORP | $405 | 0.0% | +0% | — |
| 284 |  $BGS | B&G Foods, Inc. | $398 | 0.0% | +0% | 34.8 |
| 285 |  $NKLR | Terra Innovatum Global N.V. | $369 | 0.0% | +0% | — |
| 286 |  $HHH | Howard Hughes Holdings Inc. | $357 | 0.0% | +0% | 38.4 |
| 287 |  $CMPS | COMPASS Pathways plc | $354 | 0.0% | +0% | — |
| 288 |  $FIGR | Figure Technology Solutions, Inc. | $307 | 0.0% | +0% | — |
| 289 |  $NUCL | Eagle Nuclear Energy Corp. | $288 | 0.0% | +0% | — |
| 290 |  $STLA | Stellantis N.V. | $287 | 0.0% | +0% | — |
| 291 |  $BL | BLACKLINE, INC. | $281 | 0.0% | +0% | 49.9 |
| 292 |  $GSOL | Grayscale Solana Staking ETF | $277 | 0.0% | +0% | — |
| 293 |  $OSS | ONE STOP SYSTEMS, INC. | $273 | 0.0% | NEW | 19.5 |
| 294 |  $BLZE | Backblaze, Inc. | $238 | 0.0% | NEW | 36.9 |
| 295 |  $ACHR | Archer Aviation Inc. | $213 | 0.0% | +0% | 25 |
| 296 |  $PINS | PINTEREST, INC. | $210 | 0.0% | +0% | 62 |
| 297 |  $BBAI | BigBear.ai Holdings, Inc. | $202 | 0.0% | +0% | 12.7 |
| 298 |  $BZUN | Baozun Inc. | $170 | 0.0% | +0% | — |
| 299 |  $OKLO | Oklo Inc. | $157 | 0.0% | +0% | — |
| 300 |  $WU | Western Union CO | $154 | 0.0% | +0% | 52.8 |
| 301 |  $OGN | Organon & Co. | $135 | 0.0% | +0% | 55.1 |
| 302 |  $SMR | NUSCALE POWER Corp | $130 | 0.0% | +0% | 26.6 |
| 303 |  $USAR | USA Rare Earth, Inc. | $108 | 0.0% | +0% | 28.1 |
| 304 |  $NNE | Nano Nuclear Energy Inc. | $106 | 0.0% | +0% | — |
| 305 |  $FLNC | Fluence Energy, Inc. | $99 | 0.0% | NEW | 35.9 |
| 306 |  $XE | X-Energy, Inc. | $92 | 0.0% | NEW | — |
| 307 |  $FLWS | 1 800 FLOWERS COM INC | $70 | 0.0% | +0% | 24.9 |
| 308 |  $EDIT | Editas Medicine, Inc. | $65 | 0.0% | +0% | 10.8 |
| 309 |  $RGTI | Rigetti Computing, Inc. | $58 | 0.0% | +0% | 8.1 |
| 310 |  $ABAT | AMERICAN BATTERY TECHNOLOGY Co | $57 | 0.0% | +0% | — |
| 311 |  $SAFX | XCF Global, Inc. | $55 | 0.0% | +0% | 33.3 |
| 312 |  $VSNT | Versant Media Group, Inc. | $36 | 0.0% | +0% | — |
New Positions (21)
$APH AMPHENOL CORP /DE/$779,687$PLMR Palomar Holdings, Inc.$635,742$HONA Honeywell Aerospace Inc.$398,165 J P MORGAN EXCHANGE TRADED F - INCOME ETF$355,736
$FISN DEEP FISSION, INC.$291,456 CALAMOS ETF TR - AUTOC GROWT ETF$42,119
PROSHARES TR - RUS 2000 HIG ETF$18,784
$TEAM Atlassian Corp$11,669$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$10,593 VANGUARD INDEX FDS - GROWTH ETF$2,021
$MU MICRON TECHNOLOGY INC$1,154$RKLB Rocket Lab Corp$1,017$ONDS Ondas Inc.$824$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$539$KOPN KOPIN CORP$538
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