Allen Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1326234
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$8.4B
Holdings
227
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Allen Investment Management, LLC disclosed 227 positions worth $8.4B in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 6.5% of the equity portfolio, followed by $GOOGL and $UNH. During the quarter the fund opened 15 new positions and exited 10 — including a new stake in $LRCX and a full exit from $SE. The portfolio is most concentrated in Technology (36.2% of disclosed assets). All figures are sourced directly from Allen Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1326234.
AI Fund Analysis
Diversifying
$AMZN6.5% weight
Held 10 quarters
$GOOG5.4% weight
Held 10 quarters
$UNH4.3% weight
Held 10 quarters
$MSFT4.2% weight
Held 10 quarters
$META4.0% weight
Held 10 quarters
ALPS ETF TR - ALERIAN MLP
9 quarters accumulating
$GLD9 quarters accumulating
SELECT SECTOR SPDR TR - ST
9 quarters accumulating
$TSM8 quarters accumulating
$QQQ5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 68.7#301
Quality
$552.1M2,316,405 sh - 78.2#57
Quality
$457.2M1,293,853 sh - 62.7#687
Quality
$364.2M876,259 sh - 79.8
Quality
$357.0M957,008 sh - 79.6
Quality
$341.5M606,318 sh - 81.1
Quality
$336.1M286,069 sh - 79.4
Quality
$315.1M3,414,852 sh - 82.9
Quality
$313.8M914,620 sh - $306.6M642,057 sh
- 85.9
Quality
$257.2M1,285,501 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 68.7#301 | $552.1M | 2,316,405 |
 Alphabet Inc.$GOOGL | 78.2#57 | $457.2M | 1,293,853 |
| UNITEDHEALTH GROUP INC$UNH | 62.7#687 | $364.2M | 876,259 |
| MICROSOFT CORP$MSFT | 79.8 | $357.0M | 957,008 |
| Meta Platforms, Inc.$META | 79.6 | $341.5M | 606,318 |
 GE Vernova Inc.$GEV | 81.1 | $336.1M | 286,069 |
 SCHWAB CHARLES CORP$SCHW | 79.4 | $315.1M | 3,414,852 |
 VISA INC.$V | 82.9 | $313.8M | 914,620 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $306.6M | 642,057 |
 NVIDIA CORP$NVDA | 85.9 | $257.2M | 1,285,501 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Allen Investment Management, LLC's 227 positions.
Showing top 10 of 227 holdings.
Sector Allocation
Technology
$3.0B
Other
$2.2B
Financials
$1.6B
Consumer Discretionary
$751.7M
Industrials
$431.6M
Healthcare
$413.1M
Consumer Staples
$41.7M
Real Estate
$4.1M
Full Holdings — Allen Investment Management, LLC (Q2 2026)
All 227 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 | $AMZN | AMAZON COM INC | $552.1M | 6.5% | -10% | 68.7 |
| 2 | $GOOGL | Alphabet Inc. | $457.2M | 5.4% | +9% | 78.2 |
| 3 | $UNH | UNITEDHEALTH GROUP INC | $364.2M | 4.3% | -20% | 62.7 |
| 4 | $MSFT | MICROSOFT CORP | $357.0M | 4.2% | -16% | 79.8 |
| 5 | $META | Meta Platforms, Inc. | $341.5M | 4.0% | -14% | 79.6 |
| 6 | $GEV | GE Vernova Inc. | $336.1M | 4.0% | -26% | 81.1 |
| 7 | $SCHW | SCHWAB CHARLES CORP | $315.1M | 3.7% | -36% | 79.4 |
| 8 | $V | VISA INC. | $313.8M | 3.7% | -15% | 82.9 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $306.6M | 3.6% | +90% | — |
| 10 | $NVDA | NVIDIA CORP | $257.2M | 3.0% | +86% | 85.9 |
| 11 |  $MCO | MOODYS CORP /DE/ | $246.8M | 2.9% | -22% | 79.1 |
| 12 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $239.0M | 2.8% | +3% | — |
| 13 | — | ALPS ETF TR - ALERIAN MLP | $230.2M | 2.7% | +11% | — |
| 14 |  $AVGO | Broadcom Inc. | $220.3M | 2.6% | +94% | 84.5 |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $209.4M | 2.5% | -5% | — |
| 16 |  $BA | BOEING CO | $202.7M | 2.4% | -22% | 61.6 |
| 17 | $GLD | SPDR GOLD TRUST | $195.7M | 2.3% | +7% | — |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $178.3M | 2.1% | +1% | — |
| 19 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $154.1M | 1.8% | +23% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $148.0M | 1.8% | +7% | — |
| 21 |  $APO | Apollo Global Management, Inc. | $132.3M | 1.6% | -50% | 52.1 |
| 22 |  $ASML | ASML HOLDING NV | $130.3M | 1.6% | +4% | — |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $122.2M | 1.4% | -3% | — |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK F | $119.3M | 1.4% | +16% | — |
| 25 |  $CRWD | CrowdStrike Holdings, Inc. | $99.6M | 1.2% | -25% | 67.7 |
| 26 |  $AAPL | Apple Inc. | $91.0M | 1.1% | -0% | 76.4 |
| 27 |  $NET | Cloudflare, Inc. | $80.5M | 1.0% | -4% | 56.4 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $75.7M | 0.9% | -31% | 79.8 |
| 29 |  $W | Wayfair Inc. | $69.2M | 0.8% | +0% | 43.8 |
| 30 |  $IVZ | Invesco Ltd. | $62.5M | 0.7% | +26% | — |
| 31 |  $SHOP | SHOPIFY INC. | $59.3M | 0.7% | -7% | 64.9 |
| 32 |  $MELI | MERCADOLIBRE INC | $57.8M | 0.7% | -23% | 80.2 |
| 33 |  $PANW | Palo Alto Networks Inc | $55.0M | 0.7% | -10% | 65.5 |
| 34 |  $MU | MICRON TECHNOLOGY INC | $54.5M | 0.7% | -26% | 86.2 |
| 35 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $52.8M | 0.6% | +13% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $51.0M | 0.6% | +0% | 70.7 |
| 37 |  $SNOW | Snowflake Inc. | $48.6M | 0.6% | +2906% | 54.9 |
| 38 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $47.6M | 0.6% | +317% | — |
| 39 |  $NU | Nu Holdings Ltd. | $47.3M | 0.6% | -16% | — |
| 40 | — | ISHARES TR - CORE MSCI TOTAL | $45.9M | 0.5% | +1% | — |
| 41 |  $ARCC | ARES CAPITAL CORP | $45.2M | 0.5% | -6% | — |
| 42 |  $NOW | ServiceNow, Inc. | $44.0M | 0.5% | -30% | 72.9 |
| 43 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $42.4M | 0.5% | +63% | — |
| 44 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $40.9M | 0.5% | -6% | — |
| 45 |  $LRCX | LAM RESEARCH CORP | $40.2M | 0.5% | NEW | 79.4 |
| 46 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $34.1M | 0.4% | +0% | — |
| 47 |  $BX | Blackstone Inc. | $31.7M | 0.4% | -6% | 74.4 |
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $30.8M | 0.4% | +12% | — |
| 49 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $30.2M | 0.4% | -21% | — |
| 50 | — | ISHARES TR - CORE S&P TTL STK | $29.6M | 0.3% | -27% | — |
| 51 | — | ISHARES TR - RUS 1000 ETF | $29.1M | 0.3% | -4% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $29.0M | 0.3% | -1% | 69 |
| 53 |  $KKR | KKR & Co. Inc. | $29.0M | 0.3% | -3% | 54.3 |
| 54 | $GOOG | Alphabet Inc. | $28.8M | 0.3% | +2% | 78.2 |
| 55 | — | ISHARES TR - MSCI ACWI ETF | $28.8M | 0.3% | +10% | — |
| 56 |  $BRK.B | BERKSHIRE HATHAWAY INC | $27.9M | 0.3% | +2% | 73.8 |
| 57 |  $IBIT | iShares Bitcoin Trust ETF | $25.4M | 0.3% | -14% | — |
| 58 |  $CIEN | CIENA CORP | $25.3M | 0.3% | NEW | 72.9 |
| 59 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $24.9M | 0.3% | -24% | — |
| 60 | — | ISHARES INC - MSCI JAPAN ETF | $24.5M | 0.3% | +15% | — |
| 61 |  $TSLX | Sixth Street Specialty Lending, Inc. | $23.5M | 0.3% | -2% | — |
| 62 |  $PWR | QUANTA SERVICES, INC. | $22.8M | 0.3% | +0% | 72.1 |
| 63 |  $CPNG | Coupang, Inc. | $21.9M | 0.3% | -23% | 50.6 |
| 64 |  $LITE | Lumentum Holdings Inc. | $21.2M | 0.3% | NEW | 44.3 |
| 65 |  $AUR | Aurora Innovation, Inc. | $20.8M | 0.3% | +198% | 11.8 |
| 66 |  $COIN | Coinbase Global, Inc. | $20.2M | 0.2% | -15% | 44.8 |
| 67 |  $WMT | Walmart Inc. | $20.2M | 0.2% | +0% | 60.2 |
| 68 |  $KO | COCA COLA CO | $19.3M | 0.2% | +0% | 69.5 |
| 69 | — | DBX ETF TR - XTRACK MSCI EAFE | $19.2M | 0.2% | +0% | — |
| 70 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $16.4M | 0.2% | +0% | — |
| 71 | — | ISHARES TR - RUSSELL 3000 ETF | $15.1M | 0.2% | +1% | — |
| 72 | — | ISHARES TR - CORE MSCI EAFE | $14.9M | 0.2% | -55% | — |
| 73 |  $MA | Mastercard Inc | $14.8M | 0.2% | -10% | 85.1 |
| 74 |  $BXSL | Blackstone Secured Lending Fund | $13.7M | 0.2% | -13% | — |
| 75 | — | ISHARES TR - RUS 1000 GRW ETF | $13.4M | 0.2% | +276% | — |
| 76 | — | VANGUARD WORLD FD - FINANCIALS ETF | $12.6M | 0.1% | +0% | — |
| 77 |  $GD | GENERAL DYNAMICS CORP | $12.2M | 0.1% | +0% | 68.7 |
| 78 |  $WT | WisdomTree, Inc. | $11.9M | 0.1% | +0% | 59.9 |
| 79 |  $PLTR | Palantir Technologies Inc. | $11.6M | 0.1% | +0% | 84.6 |
| 80 | — | ISHARES TR - SELECT DIVID ETF | $11.4M | 0.1% | +0% | — |
| 81 |  $LLY | ELI LILLY & Co | $10.3M | 0.1% | +0% | 87.5 |
| 82 |  $PG | PROCTER & GAMBLE Co | $10.2M | 0.1% | -0% | 64.6 |
| 83 |  $AFRM | Affirm Holdings, Inc. | $9.5M | 0.1% | +0% | 81.3 |
| 84 |  $OBDC | Blue Owl Capital Corp | $9.4M | 0.1% | -5% | — |
| 85 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | $9.2M | 0.1% | +43% | — |
| 86 | $IVZ | Invesco Ltd. | $9.1M | 0.1% | +27% | — |
| 87 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $9.0M | 0.1% | +0% | — |
| 88 |  $CARG | CarGurus, Inc. | $8.8M | 0.1% | -4% | 63.2 |
| 89 | — | ISHARES TR - CORE S&P SCP ETF | $8.3M | 0.1% | +0% | — |
| 90 |  $WDAY | Workday, Inc. | $7.5M | 0.1% | -15% | 75.5 |
| 91 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.5M | 0.1% | +0% | 73.8 |
| 92 |  $HD | HOME DEPOT, INC. | $7.4M | 0.1% | -2% | 60.3 |
| 93 | — | ISHARES TR - RUS 1000 VAL ETF | $7.3M | 0.1% | +48% | — |
| 94 |  $MCD | MCDONALDS CORP | $6.1M | 0.1% | +0% | 69 |
| 95 |  $LOW | LOWES COMPANIES INC | $5.2M | 0.1% | -6% | 60.8 |
| 96 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $5.1M | 0.1% | +0% | 69.7 |
| 97 |  $MDLZ | Mondelez International, Inc. | $5.1M | 0.1% | -0% | 56.4 |
| 98 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.1M | 0.1% | +0% | 66.2 |
| 99 |  $UBER | Uber Technologies, Inc | $5.1M | 0.1% | -83% | 73.5 |
| 100 | — | ISHARES TR - MSCI EMG MKT ETF | $5.1M | 0.1% | +0% | — |
| 101 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.1M | 0.1% | +563% | — |
| 102 | — | ISHARES TR - CORE S&P500 ETF | $4.8M | 0.1% | +1% | — |
| 103 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $4.5M | 0.1% | -2% | — |
| 104 |  $ABNB | Airbnb, Inc. | $4.4M | 0.1% | +0% | 71 |
| 105 |  $APP | AppLovin Corp | $4.2M | 0.1% | +19% | 84.4 |
| 106 |  $KLAC | KLA CORP | $4.2M | 0.1% | +900% | 78.6 |
| 107 | — | ISHARES TR - MSCI EAFE ETF | $4.1M | 0.1% | +0% | — |
| 108 | — | ISHARES TR - CORE HIGH DV ETF | $4.0M | 0.1% | +400% | — |
| 109 |  $AYI | ACUITY INC. (DE) | $4.0M | 0.1% | +0% | 66.9 |
| 110 |  $CRM | Salesforce, Inc. | $3.9M | 0.1% | -6% | 77 |
| 111 | $IVZ | Invesco Ltd. | $3.8M | 0.0% | +0% | — |
| 112 |  $SPGI | S&P Global Inc. | $3.7M | 0.0% | -99% | 76.1 |
| 113 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.7M | 0.0% | +0% | — |
| 114 |  $CCJ | CAMECO CORP | $3.6M | 0.0% | +5% | — |
| 115 |  $ABBV | AbbVie Inc. | $3.5M | 0.0% | -1% | 72.6 |
| 116 |  $MO | ALTRIA GROUP, INC. | $3.5M | 0.0% | +0% | 67.4 |
| 117 | — | ISHARES TR - RUS MID CAP ETF | $3.4M | 0.0% | +0% | — |
| 118 |  $BN | BROOKFIELD Corp /ON/ | $3.1M | 0.0% | -1% | — |
| 119 |  $URI | UNITED RENTALS, INC. | $2.9M | 0.0% | +0% | 63.9 |
| 120 | — | ISHARES TR - U.S. TECH ETF | $2.7M | 0.0% | +0% | — |
| 121 | — | ISHARES TR - MSCI ACWI EX US | $2.5M | 0.0% | +0% | — |
| 122 |  $ALAB | Astera Labs, Inc. | $2.5M | 0.0% | +0% | 75.1 |
| 123 |  $MS | MORGAN STANLEY | $2.4M | 0.0% | +0% | 75.8 |
| 124 |  $SYY | SYSCO CORP | $2.4M | 0.0% | -11% | 54.7 |
| 125 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $2.4M | 0.0% | +0% | — |
| 126 |  $CAT | CATERPILLAR INC | $2.0M | 0.0% | +0% | 66.5 |
| 127 | — | ISHARES TR - U.S. FINLS ETF | $2.0M | 0.0% | +0% | — |
| 128 |  $ORCL | ORACLE CORP | $2.0M | 0.0% | +0% | 66.2 |
| 129 |  $PRI | Primerica, Inc. | $2.0M | 0.0% | -19% | 67 |
| 130 | — | ISHARES TR - RUSSELL 2000 ETF | $2.0M | 0.0% | +0% | — |
| 131 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $1.9M | 0.0% | +0% | — |
| 132 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.0% | +0% | 70.3 |
| 133 | — | ISHARES TR - S&P 100 ETF | $1.7M | 0.0% | +0% | — |
| 134 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.7M | 0.0% | NEW | 62.4 |
| 135 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.7M | 0.0% | +0% | 66.3 |
| 136 | $META | Meta Platforms, Inc. | $1.7M | 0.0% | +9% | 79.6 |
| 137 |  $PM | Philip Morris International Inc. | $1.7M | 0.0% | +0% | 75.9 |
| 138 |  $MRK | Merck & Co., Inc. | $1.6M | 0.0% | +0% | 59.9 |
| 139 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.0% | +0% | 73.8 |
| 140 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.5M | 0.0% | +0% | 67.4 |
| 141 |  $DCI | DONALDSON Co INC | $1.4M | 0.0% | +0% | 60.5 |
| 142 |  $SBUX | STARBUCKS CORP | $1.4M | 0.0% | -31% | 58.2 |
| 143 | — | ISHARES TR - U.S. ENERGY ETF | $1.3M | 0.0% | +0% | — |
| 144 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.0% | -1% | 65.5 |
| 145 |  $DHI | HORTON D R INC /DE/ | $1.3M | 0.0% | +0% | 53.6 |
| 146 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.0% | +0% | 69.7 |
| 147 |  $DOV | DOVER Corp | $1.3M | 0.0% | +0% | 58.1 |
| 148 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.0% | +2% | 70.5 |
| 149 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.0% | -2% | 73.4 |
| 150 |  $AMAT | APPLIED MATERIALS INC /DE | $1.1M | 0.0% | +0% | 72.3 |
| 151 |  $MMM | 3M CO | $1.0M | 0.0% | +0% | 64.9 |
| 152 | — | ISHARES TR - US HLTHCARE ETF | $1.0M | 0.0% | +0% | — |
| 153 |  $PGR | PROGRESSIVE CORP/OH/ | $996,569 | 0.0% | -0% | 80.1 |
| 154 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $979,669 | 0.0% | +0% | — |
| 155 |  $WM | WASTE MANAGEMENT INC | $961,943 | 0.0% | +0% | 67.6 |
| 156 | — | ISHARES TR - US INDUSTRIALS | $939,739 | 0.0% | +0% | — |
| 157 | — | ISHARES TR - EXPANDED TECH | $924,754 | 0.0% | +63% | — |
| 158 |  $AMGN | AMGEN INC | $922,226 | 0.0% | +0% | 79.2 |
| 159 | — | ISHARES TR - S&P SML 600 GWT | $893,000 | 0.0% | +0% | — |
| 160 | — | ISHARES TR - S&P MC 400GR ETF | $887,830 | 0.0% | +0% | — |
| 161 |  $DHR | DANAHER CORP /DE/ | $876,589 | 0.0% | -8% | 64.8 |
| 162 |  $COP | CONOCOPHILLIPS | $874,512 | 0.0% | +0% | 70.2 |
| 163 |  $ALCO | ALICO, INC. | $873,155 | 0.0% | +0% | 22 |
| 164 |  $TDG | TransDigm Group INC | $824,533 | 0.0% | +0% | 68 |
| 165 |  $ALL | ALLSTATE CORP | $813,517 | 0.0% | +0% | 78.5 |
| 166 | — | ISHARES TR - RUS MD CP GR ETF | $796,324 | 0.0% | +0% | — |
| 167 |  $AXP | AMERICAN EXPRESS CO | $790,829 | 0.0% | -29% | 69.4 |
| 168 |  $GS | GOLDMAN SACHS GROUP INC | $782,800 | 0.0% | +0% | 73.5 |
| 169 |  $AJG | Arthur J. Gallagher & Co. | $755,744 | 0.0% | +1% | 71.2 |
| 170 |  $NEE | NEXTERA ENERGY INC | $717,081 | 0.0% | -1% | 64.6 |
| 171 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $697,962 | 0.0% | +0% | 61.4 |
| 172 | — | ISHARES TR - RUS 2000 GRW ETF | $677,611 | 0.0% | +0% | — |
| 173 |  $EGP | EASTGROUP PROPERTIES INC | $673,412 | 0.0% | +0% | 68.7 |
| 174 |  $LMT | LOCKHEED MARTIN CORP | $665,746 | 0.0% | +0% | 65.6 |
| 175 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $653,892 | 0.0% | +0% | — |
| 176 | — | ISHARES TR - US CONSUM DISCRE | $633,252 | 0.0% | +0% | — |
| 177 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $625,596 | 0.0% | +0% | — |
| 178 |  $GILD | GILEAD SCIENCES, INC. | $610,096 | 0.0% | +0% | 57.4 |
| 179 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $593,106 | 0.0% | +0% | — |
| 180 | — | PEOPLE INC - COM NEW | $581,814 | 0.0% | +0% | — |
| 181 |  $TSLA | Tesla, Inc. | $574,960 | 0.0% | +15% | 53.9 |
| 182 |  $PSX | Phillips 66 | $560,908 | 0.0% | +0% | 57.8 |
| 183 |  $BLK | BlackRock, Inc. | $534,897 | 0.0% | +0% | 70 |
| 184 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $534,328 | 0.0% | +0% | — |
| 185 | — | ISHARES TR - RUS MDCP VAL ETF | $534,127 | 0.0% | +0% | — |
| 186 |  $WSE | Wise Group plc | $530,305 | 0.0% | NEW | — |
| 187 |  $BAM | Brookfield Asset Management Ltd. | $527,975 | 0.0% | +0% | — |
| 188 |  $NSC | NORFOLK SOUTHERN CORP | $499,884 | 0.0% | +0% | 63.2 |
| 189 |  $XPO | XPO, Inc. | $492,696 | 0.0% | NEW | 58.4 |
| 190 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $482,886 | 0.0% | +0% | — |
| 191 |  $HON | HONEYWELL INTERNATIONAL INC | $478,645 | 0.0% | -50% | 65 |
| 192 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $475,387 | 0.0% | -11% | — |
| 193 |  $HONA | Honeywell Aerospace Inc. | $472,669 | 0.0% | NEW | — |
| 194 |  $WULF | TERAWULF INC. | $457,024 | 0.0% | +0% | 33.8 |
| 195 | — | ISHARES TR - RUS 2000 VAL ETF | $446,160 | 0.0% | +0% | — |
| 196 |  $HSY | HERSHEY CO | $442,134 | 0.0% | +0% | 65.7 |
| 197 |  $UL | UNILEVER PLC | $422,343 | 0.0% | +0% | — |
| 198 |  $BABA | Alibaba Group Holding Ltd | $410,219 | 0.0% | +0% | — |
| 199 | — | VANGUARD INDEX FDS - SMALL CP ETF | $398,603 | 0.0% | +0% | — |
| 200 |  $HUM | HUMANA INC | $397,220 | 0.0% | -29% | 58.9 |
| 201 |  $NFLX | NETFLIX INC | $357,928 | 0.0% | +2% | 78.8 |
| 202 |  $IRM | IRON MOUNTAIN INC | $340,532 | 0.0% | +0% | 62.9 |
| 203 |  $RTX | RTX Corp | $325,766 | 0.0% | -10% | 73.2 |
| 204 |  $USB | US BANCORP \DE\ | $321,872 | 0.0% | +0% | 65.3 |
| 205 |  $PH | Parker-Hannifin Corp | $321,801 | 0.0% | +0% | 65.8 |
| 206 |  $APH | AMPHENOL CORP /DE/ | $317,376 | 0.0% | +0% | 79.3 |
| 207 |  $SCI | SERVICE CORP INTERNATIONAL | $311,436 | 0.0% | NEW | 68.9 |
| 208 |  $RBLX | Roblox Corp | $309,748 | 0.0% | -97% | 60.3 |
| 209 |  $BAC | BANK OF AMERICA CORP /DE/ | $305,641 | 0.0% | +0% | 67.6 |
| 210 |  $PEP | PEPSICO INC | $302,890 | 0.0% | +0% | 63.4 |
| 211 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $300,210 | 0.0% | +0% | — |
| 212 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $298,632 | 0.0% | +0% | — |
| 213 |  $TEM | Tempus AI, Inc. | $270,128 | 0.0% | NEW | 41.2 |
| 214 |  $DE | DEERE & CO | $260,754 | 0.0% | -13% | 55.4 |
| 215 | — | ISHARES TR - SP SMCP600VL ETF | $250,944 | 0.0% | +0% | — |
| 216 |  $CASY | CASEYS GENERAL STORES INC | $250,359 | 0.0% | +0% | 65.1 |
| 217 | — | VANGUARD INDEX FDS - MID CAP ETF | $249,767 | 0.0% | +300% | — |
| 218 | — | ISHARES TR - S&P MC 400VL ETF | $238,141 | 0.0% | +0% | — |
| 219 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $236,141 | 0.0% | +0% | 65.1 |
| 220 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $223,413 | 0.0% | +0% | — |
| 221 |  $YOU | Clear Secure, Inc. | $222,920 | 0.0% | NEW | 73.1 |
| 222 | $DOV | DOVER Corp | $215,492 | 0.0% | NEW | 58.1 |
| 223 |  $RBRK | Rubrik, Inc. | $215,150 | 0.0% | NEW | 56.6 |
| 224 |  $EMR | EMERSON ELECTRIC CO | $214,152 | 0.0% | NEW | 65.3 |
| 225 |  $FICO | FAIR ISAAC CORP | $212,671 | 0.0% | NEW | 77.7 |
| 226 |  $CORT | CORCEPT THERAPEUTICS INC | $208,680 | 0.0% | NEW | 57.8 |
| 227 |  $EXPE | Expedia Group, Inc. | $207,775 | 0.0% | NEW | 71.1 |
New Positions (15)
$LRCX LAM RESEARCH CORP$40.2M$CIEN CIENA CORP$25.3M$LITE Lumentum Holdings Inc.$21.2M$COF CAPITAL ONE FINANCIAL CORP$1.7M$WSE Wise Group plc$530,305$XPO XPO, Inc.$492,696$HONA Honeywell Aerospace Inc.$472,669$SCI SERVICE CORP INTERNATIONAL$311,436$TEM Tempus AI, Inc.$270,128$YOU Clear Secure, Inc.$222,920$RBRK Rubrik, Inc.$215,150$EMR EMERSON ELECTRIC CO$214,152$FICO FAIR ISAAC CORP$212,671$CORT CORCEPT THERAPEUTICS INC$208,680$EXPE Expedia Group, Inc.$207,775
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