Bradley & Co. Private Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1861678
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$209.8M
Holdings
221
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bradley & Co. Private Wealth Management, LLC disclosed 221 positions worth $209.8M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 8.7% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $FDXF and a full exit from $PODD. The portfolio is most concentrated in Technology (32.3% of disclosed assets). All figures are sourced directly from Bradley & Co. Private Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1861678.
AI Fund Analysis
Stable
$GOOG8.7% weight
Held 9 quarters
VANGUARD MORNINGSTAR TOTAL
8.2% weight
Held 9 quarters
$AAPL8.1% weight
Held 9 quarters
$AXP6.2% weight
Held 9 quarters
$JPM6.1% weight
Held 9 quarters
ISHARES IBONDS OCT 2032 TE
4 quarters accumulating
$DIS3 quarters accumulating
ISHARES IBONDS OCT 2035 TE
3 quarters accumulating
ISHARES IBONDS OCT 2034 TE
3 quarters accumulating
ISHARES IBONDS OCT 2033 TE
3 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 78.2#57
Quality
$18.2M51,454 sh VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - Securities Issued by Registered Investment Companies or Business Development Companies
—Quality
$17.2M46,463 sh- 76.4#84
Quality
$17.0M58,916 sh - 69.4
Quality
$13.0M38,441 sh - 70.7
Quality
$12.9M39,329 sh - 73.8
Quality
$12.8M25,596 sh - 85.9
Quality
$12.3M61,618 sh - 68.7
Quality
$12.0M50,481 sh - 60.2
Quality
$11.3M99,780 sh - 66.2
Quality
$11.1M11,910 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 78.2#57 | $18.2M | 51,454 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - Securities Issued by Registered Investment Companies or Business Development Companies | — | $17.2M | 46,463 |
| Apple Inc.$AAPL | 76.4#84 | $17.0M | 58,916 |
| AMERICAN EXPRESS CO$AXP | 69.4 | $13.0M | 38,441 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $12.9M | 39,329 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $12.8M | 25,596 |
 NVIDIA CORP$NVDA | 85.9 | $12.3M | 61,618 |
 AMAZON COM INC$AMZN | 68.7 | $12.0M | 50,481 |
 Walmart Inc.$WMT | 60.2 | $11.3M | 99,780 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $11.1M | 11,910 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bradley & Co. Private Wealth Management, LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Technology
$67.7M
Other
$51.4M
Financials
$43.5M
Consumer Discretionary
$36.1M
Industrials
$5.9M
Communication Services
$2.3M
Healthcare
$1.2M
Consumer Staples
$854,886
Top Holdings — Bradley & Co. Private Wealth Management, LLC (Q2 2026)
Top 150 of 221 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 | $GOOGL | Alphabet Inc. | $18.2M | 8.7% | -1% | 78.2 |
| 2 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $17.2M | 8.2% | +6% | — |
| 3 | $AAPL | Apple Inc. | $17.0M | 8.1% | +1% | 76.4 |
| 4 | $AXP | AMERICAN EXPRESS CO | $13.0M | 6.2% | +1% | 69.4 |
| 5 | $JPM | JPMORGAN CHASE & CO | $12.9M | 6.1% | +0% | 70.7 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $12.8M | 6.1% | +1% | 73.8 |
| 7 | $NVDA | NVIDIA CORP | $12.3M | 5.9% | -1% | 85.9 |
| 8 | $AMZN | AMAZON COM INC | $12.0M | 5.7% | +2% | 68.7 |
| 9 | $WMT | Walmart Inc. | $11.3M | 5.4% | -0% | 60.2 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $11.1M | 5.3% | +2% | 66.2 |
| 11 |  $MSFT | MICROSOFT CORP | $9.6M | 4.6% | +3% | 79.8 |
| 12 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $9.0M | 4.3% | +0% | — |
| 13 | $GOOG | Alphabet Inc. | $4.9M | 2.3% | -1% | 78.2 |
| 14 | — | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $3.4M | 1.6% | +0% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 1.5% | +24% | — |
| 16 |  $TSLA | Tesla, Inc. | $2.9M | 1.4% | -13% | 53.9 |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.6M | 1.3% | +0% | — |
| 18 |  $GLD | SPDR GOLD TRUST | $2.3M | 1.1% | +0% | — |
| 19 | $DIS | Walt Disney Co | $2.1M | 1.0% | +11% | 60.1 |
| 20 |  $SLAB | SILICON LABORATORIES INC. | $1.9M | 0.9% | +28% | 41.2 |
| 21 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $1.8M | 0.9% | -10% | — |
| 22 |  $IAU | ISHARES GOLD TRUST | $1.8M | 0.9% | -9% | — |
| 23 | — | VANGUARD S&P 500 ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $1.6M | 0.8% | +0% | — |
| 24 |  $META | Meta Platforms, Inc. | $1.4M | 0.7% | -5% | 79.6 |
| 25 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.5% | +17% | 84.6 |
| 26 | — | ISHARES IBONDS OCT 2035 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $947,458 | 0.5% | +66% | — |
| 27 |  $DAL | DELTA AIR LINES, INC. | $834,520 | 0.4% | +0% | 57.5 |
| 28 |  $SBUX | STARBUCKS CORP | $759,476 | 0.4% | +0% | 58.2 |
| 29 |  $FDX | FEDEX CORP | $750,982 | 0.4% | +0% | 60.3 |
| 30 | — | ISHARES IBONDS OCT 2030 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $743,926 | 0.3% | +0% | — |
| 31 | — | ISHARES RUSSELL 3000 ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $704,839 | 0.3% | +0% | — |
| 32 | — | ISHARES IBONDS OCT 2034 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $660,880 | 0.3% | +16% | — |
| 33 | — | ISHARES IBONDS OCT 2032 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $655,361 | 0.3% | +1% | — |
| 34 | — | ISHARES IBONDS OCT 2028 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $630,933 | 0.3% | +0% | — |
| 35 |  $KO | COCA COLA CO | $629,286 | 0.3% | +0% | 69.5 |
| 36 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $614,731 | 0.3% | +0% | — |
| 37 | — | ISHARES IBONDS OCT 2027 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $599,729 | 0.3% | +0% | — |
| 38 | — | ISHARES IBONDS OCT 2031 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $598,999 | 0.3% | +0% | — |
| 39 | — | ISHARES IBONDS OCT 2033 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $577,738 | 0.3% | +1% | — |
| 40 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - Securities Issued by Registered Investment Companies or Business Development Companies | $549,651 | 0.3% | +0% | — |
| 41 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - Securities Issued by Registered Investment Companies or Business Development Companies | $538,461 | 0.3% | +0% | — |
| 42 |  $BCS | BARCLAYS PLC | $517,431 | 0.3% | +0% | — |
| 43 | — | ISHARES IBONDS OCT 2029 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $483,240 | 0.2% | +0% | — |
| 44 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $411,867 | 0.2% | +0% | — |
| 45 | — | ISHARES ESG MSCI KLD 400 ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $408,801 | 0.2% | +0% | — |
| 46 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $407,509 | 0.2% | +0% | — |
| 47 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $405,045 | 0.2% | +0% | — |
| 48 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $397,217 | 0.2% | +0% | — |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $347,383 | 0.2% | +44% | 79.8 |
| 50 |  $NEE | NEXTERA ENERGY INC | $341,775 | 0.2% | -22% | 64.6 |
| 51 |  $FTRE | Fortrea Holdings Inc. | $285,081 | 0.1% | +0% | 45.7 |
| 52 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $281,277 | 0.1% | +0% | 61.7 |
| 53 |  $JNJ | JOHNSON & JOHNSON | $260,065 | 0.1% | +0% | 69 |
| 54 | — | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $259,265 | 0.1% | +0% | — |
| 55 |  $KBR | KBR, INC. | $250,671 | 0.1% | +0% | 56.2 |
| 56 |  $TILE | INTERFACE INC | $236,185 | 0.1% | +0% | 58.9 |
| 57 |  $LUV | SOUTHWEST AIRLINES CO | $232,200 | 0.1% | +0% | 55.9 |
| 58 |  $CDNA | CareDx, Inc. | $230,479 | 0.1% | +0% | 67.5 |
| 59 |  $NFLX | NETFLIX INC | $220,697 | 0.1% | +19% | 78.8 |
| 60 | — | VANGUARD MORNINGSTAR VALUE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $211,174 | 0.1% | +0% | — |
| 61 |  $MCD | MCDONALDS CORP | $198,407 | 0.1% | +0% | 69 |
| 62 |  $FDXF | FedEx Freight Holding Company, Inc. | $180,143 | 0.1% | NEW | — |
| 63 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $173,440 | 0.1% | +0% | — |
| 64 |  $ASML | ASML HOLDING NV | $167,112 | 0.1% | +0% | — |
| 65 |  $LLY | ELI LILLY & Co | $164,321 | 0.1% | +41% | 87.5 |
| 66 | — | ISHARES CORE MSCI EAFE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $156,169 | 0.1% | +0% | — |
| 67 |  $BA | BOEING CO | $151,096 | 0.1% | +0% | 61.6 |
| 68 |  $HD | HOME DEPOT, INC. | $147,772 | 0.1% | +0% | 60.3 |
| 69 | — | VANGUARD MORNINGSTAR GROWTH ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $146,782 | 0.1% | +500% | — |
| 70 | — | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $141,061 | 0.1% | +0% | — |
| 71 |  $IONQ | IonQ, Inc. | $139,434 | 0.1% | +0% | 30.2 |
| 72 |  $AVGO | Broadcom Inc. | $128,057 | 0.1% | +1030% | 84.5 |
| 73 | — | ISHARES COPPER AND METALS MINING ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $122,976 | 0.1% | +0% | — |
| 74 |  $PG | PROCTER & GAMBLE Co | $118,484 | 0.1% | +0% | 64.6 |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $117,826 | 0.1% | +0% | 70 |
| 76 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $117,670 | 0.1% | +0% | 73.3 |
| 77 |  $CVX | CHEVRON CORP | $109,567 | 0.1% | +107% | 62.8 |
| 78 | — | GLOBAL X COPPER MINERS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $109,277 | 0.1% | +0% | — |
| 79 |  $RGTI | Rigetti Computing, Inc. | $106,897 | 0.1% | +0% | 14.3 |
| 80 |  $RTX | RTX Corp | $105,868 | 0.1% | +0% | 73.2 |
| 81 | — | ISHARES IBONDS OCT 2026 TERM TIPS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $95,672 | 0.1% | +0% | — |
| 82 |  $CRM | Salesforce, Inc. | $79,963 | 0.0% | +0% | 77 |
| 83 |  $CL | COLGATE PALMOLIVE CO | $77,561 | 0.0% | +0% | 61.3 |
| 84 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $73,140 | 0.0% | +0% | — |
| 85 | — | ISHARES CORE S&P 500 ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $71,144 | 0.0% | +0% | — |
| 86 | — | VANGUARD MORNINGSTAR MID-CAP ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $70,901 | 0.0% | +300% | — |
| 87 |  $INCY | INCYTE CORP | $69,149 | 0.0% | +0% | 77.4 |
| 88 |  $GD | GENERAL DYNAMICS CORP | $68,722 | 0.0% | +0% | 68.7 |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $67,128 | 0.0% | +705% | 57.9 |
| 90 | — | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $64,412 | 0.0% | +0% | — |
| 91 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $64,072 | 0.0% | NEW | — |
| 92 |  $LNG | Cheniere Energy, Inc. | $62,381 | 0.0% | NEW | 66.5 |
| 93 |  $ENB | ENBRIDGE INC | $59,034 | 0.0% | NEW | 66.7 |
| 94 |  $EOG | EOG RESOURCES INC | $59,027 | 0.0% | NEW | 71.9 |
| 95 |  $IVZ | Invesco Ltd. | $53,625 | 0.0% | +0% | — |
| 96 | — | ISHARES 0-5 YEAR TIPS BOND ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $53,123 | 0.0% | +0% | — |
| 97 | — | ISHARES MSCI UNITED KINGDOM ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $53,061 | 0.0% | +0% | — |
| 98 |  $DHR | DANAHER CORP /DE/ | $52,873 | 0.0% | +0% | 64.8 |
| 99 | — | ISHARES MSCI EAFE GROWTH ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $52,505 | 0.0% | +0% | — |
| 100 | — | ISHARES MSCI INDIA ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $47,315 | 0.0% | +0% | — |
| 101 | — | ISHARES BIOTECHNOLOGY ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $46,596 | 0.0% | +0% | — |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $43,055 | 0.0% | +0% | 61.8 |
| 103 | — | ISHARES CORE S&P SMALL CAP ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $43,009 | 0.0% | +0% | — |
| 104 |  $HON | HONEYWELL INTERNATIONAL INC | $40,973 | 0.0% | -50% | 65 |
| 105 |  $HONA | Honeywell Aerospace Inc. | $40,457 | 0.0% | NEW | — |
| 106 | — | ISHARES GLOBAL COMM SERVICES ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $39,496 | 0.0% | +0% | — |
| 107 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $37,776 | 0.0% | +0% | 64.4 |
| 108 |  $ABBV | AbbVie Inc. | $36,991 | 0.0% | +0% | 72.6 |
| 109 |  $CARR | CARRIER GLOBAL Corp | $36,381 | 0.0% | +0% | 56.6 |
| 110 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $34,850 | 0.0% | +0% | — |
| 111 | — | ISHARES RUSSELL 2000 ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $30,045 | 0.0% | +0% | — |
| 112 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $29,891 | 0.0% | +0% | — |
| 113 |  $V | VISA INC. | $28,819 | 0.0% | +0% | 82.9 |
| 114 |  $DUK | Duke Energy CORP | $28,099 | 0.0% | +0% | 56.4 |
| 115 |  $CSCO | CISCO SYSTEMS, INC. | $27,602 | 0.0% | +0% | 70.3 |
| 116 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $27,501 | 0.0% | +0% | — |
| 117 |  $EMN | EASTMAN CHEMICAL CO | $26,314 | 0.0% | +0% | 49.8 |
| 118 |  $DOV | DOVER Corp | $26,053 | 0.0% | +0% | 58.1 |
| 119 |  $INTC | INTEL CORP | $23,038 | 0.0% | +0% | 45.6 |
| 120 |  $LH | LABCORP HOLDINGS INC. | $22,400 | 0.0% | +0% | 65 |
| 121 |  $DGX | QUEST DIAGNOSTICS INC | $21,195 | 0.0% | +0% | 69 |
| 122 |  $BBY | BEST BUY CO INC | $21,054 | 0.0% | +0% | 60.2 |
| 123 | — | VANGUARD CONSUMER STAPLES ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $20,519 | 0.0% | +0% | — |
| 124 |  $MMM | 3M CO | $18,943 | 0.0% | +0% | 64.9 |
| 125 |  $TM | TOYOTA MOTOR CORP/ | $16,842 | 0.0% | +0% | — |
| 126 |  $OTIS | Otis Worldwide Corp | $16,468 | 0.0% | +0% | 61.3 |
| 127 |  $USB | US BANCORP \DE\ | $16,021 | 0.0% | +0% | 65.3 |
| 128 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $15,210 | 0.0% | +0% | — |
| 129 | — | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $14,971 | 0.0% | +0% | — |
| 130 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $14,773 | 0.0% | +0% | 73.7 |
| 131 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $14,497 | 0.0% | +0% | 40.7 |
| 132 |  $PEP | PEPSICO INC | $14,217 | 0.0% | +0% | 63.4 |
| 133 |  $SLB | SLB LIMITED/NV | $13,099 | 0.0% | +0% | 57.9 |
| 134 |  $MORN | Morningstar, Inc. | $12,949 | 0.0% | +0% | 67.6 |
| 135 |  $GWRE | Guidewire Software, Inc. | $12,181 | 0.0% | +0% | 67.3 |
| 136 |  $BX | Blackstone Inc. | $11,767 | 0.0% | +0% | 74.4 |
| 137 | — | ISHARES U.S. INDUSTRIALS ETF - Securities Issued by Registered Investment Companies or Business Development Companies | $11,665 | 0.0% | +0% | — |
| 138 |  $PSX | Phillips 66 | $11,326 | 0.0% | +0% | 57.8 |
| 139 |  $ORCL | ORACLE CORP | $10,991 | 0.0% | +0% | 66.2 |
| 140 |  $BNY | Bank of New York Mellon Corp | $10,267 | 0.0% | +0% | 74.1 |
| 141 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $9,590 | 0.0% | +0% | — |
| 142 |  $COKE | Coca-Cola Consolidated, Inc. | $9,546 | 0.0% | +0% | 63.4 |
| 143 |  $INDI | indie Semiconductor, Inc. | $8,980 | 0.0% | NEW | 23.2 |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $8,727 | 0.0% | +0% | 62.7 |
| 145 |  $UAL | United Airlines Holdings, Inc. | $8,703 | 0.0% | +0% | 60.8 |
| 146 |  $LUNR | Intuitive Machines, Inc. | $8,556 | 0.0% | +0% | 40.8 |
| 147 |  $VZ | VERIZON COMMUNICATIONS INC | $8,468 | 0.0% | +0% | 65.8 |
| 148 |  $VLTO | Veralto Corp | $8,170 | 0.0% | +0% | 65.5 |
| 149 |  $SOLS | Solstice Advanced Materials Inc. | $8,062 | 0.0% | +0% | 61.6 |
| 150 |  $LMT | LOCKHEED MARTIN CORP | $7,640 | 0.0% | +0% | 65.6 |
New Positions (9)
$FDXF FedEx Freight Holding Company, Inc.$180,143$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$64,072$LNG Cheniere Energy, Inc.$62,381$ENB ENBRIDGE INC$59,034$EOG EOG RESOURCES INC$59,027$HONA Honeywell Aerospace Inc.$40,457$INDI indie Semiconductor, Inc.$8,980
$SOUN SOUNDHOUND AI, INC.$6,470 BITMINE IMMERSION TECHS INC COM NEW - Exchange-Traded Equity Securities$5,619
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