Capital Group Private Client Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1857666
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$7.1B
Holdings
260
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Capital Group Private Client Services, Inc. disclosed 260 positions worth $7.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 34 new positions and exited 15 — including a new stake in $MRK and a full exit from $RBLX. The portfolio is most concentrated in Other (71.7% of disclosed assets). All figures are sourced directly from Capital Group Private Client Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1857666.
AI Fund Analysis
ConcentratingCAPITAL GROUP GROWTH ETF -
18.7% weight
Held 10 quarters
CAPITAL GROUP GBL GROWTH E
14.8% weight
Held 10 quarters
CAPITAL GROUP DIVIDEND VAL
8.8% weight
Held 10 quarters
$GOOG4.3% weight
Held 10 quarters
CAPITAL GROUP GLOBAL EQUIT
4.2% weight
Held 9 quarters
CAPITAL GROUP GROWTH ETF -
9 quarters accumulating
CAPITAL GROUP GBL GROWTH E
9 quarters accumulating
CAPITAL GROUP DIVIDEND VAL
9 quarters accumulating
CAPITAL GROUP CORE EQUITY
9 quarters accumulating
CAPITAL GROUP DIVIDEND GRO
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$1.3B28,132,325 shCAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT
—Quality
$1.0B24,774,736 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$623.8M12,659,156 sh- 78.2
Quality
$301.6M853,463 sh CAPITAL GROUP GLOBAL EQUITY - SHS
—Quality
$294.9M8,369,362 sh- 78.2
Quality
$263.5M737,218 sh CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT
—Quality
$233.6M5,251,530 shCAPITAL GROUP DIVIDEND GROWE - SHS ETF
—Quality
$232.3M6,193,883 shCAPITAL GROUP CONSERVATIVE E - SHS
—Quality
$202.6M6,173,813 shCAPITAL GROUP NEW GEOGRAPHY - SHS
—Quality
$137.0M3,657,623 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $1.3B | 28,132,325 |
| CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $1.0B | 24,774,736 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $623.8M | 12,659,156 |
 Alphabet Inc.$GOOGL | 78.2 | $301.6M | 853,463 |
| CAPITAL GROUP GLOBAL EQUITY - SHS | — | $294.9M | 8,369,362 |
| Alphabet Inc.$GOOG | 78.2 | $263.5M | 737,218 |
| CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $233.6M | 5,251,530 |
| CAPITAL GROUP DIVIDEND GROWE - SHS ETF | — | $232.3M | 6,193,883 |
| CAPITAL GROUP CONSERVATIVE E - SHS | — | $202.6M | 6,173,813 |
| CAPITAL GROUP NEW GEOGRAPHY - SHS | — | $137.0M | 3,657,623 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capital Group Private Client Services, Inc.'s 260 positions.
Showing top 10 of 260 holdings.
Sector Allocation
Other
$5.1B
Technology
$1.2B
Financials
$189.5M
Healthcare
$132.0M
Industrials
$122.6M
Consumer Discretionary
$109.7M
Energy
$68.0M
Utilities
$47.0M
Full Holdings — Capital Group Private Client Services, Inc. (Q2 2026)
All 260 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 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.3B | 18.7% | +4% | — |
| 2 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.0B | 14.8% | +5% | — |
| 3 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $623.8M | 8.8% | +9% | — |
| 4 | $GOOGL | Alphabet Inc. | $301.6M | 4.3% | -2% | 78.2 |
| 5 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $294.9M | 4.2% | +21% | — |
| 6 | $GOOG | Alphabet Inc. | $263.5M | 3.7% | -3% | 78.2 |
| 7 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $233.6M | 3.3% | +3% | — |
| 8 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $232.3M | 3.3% | +4% | — |
| 9 | — | CAPITAL GROUP CONSERVATIVE E - SHS | $202.6M | 2.9% | +15% | — |
| 10 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $137.0M | 1.9% | +14% | — |
| 11 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $129.1M | 1.8% | +4% | — |
| 12 | — | CAPITAL GROUP INTERNATIONAL - SHS | $105.2M | 1.5% | +32% | — |
| 13 |  $AVGO | Broadcom Inc. | $99.8M | 1.4% | -15% | 84.5 |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $95.2M | 1.3% | +7% | — |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $77.7M | 1.1% | -12% | — |
| 16 |  $AMZN | AMAZON COM INC | $63.6M | 0.9% | -4% | 68.7 |
| 17 |  $AAPL | Apple Inc. | $60.7M | 0.9% | -0% | 76.4 |
| 18 | — | CAPITAL GRP FIXED INCM ETF T - SHORT DURATION | $60.4M | 0.8% | -2% | — |
| 19 |  $MSFT | MICROSOFT CORP | $58.7M | 0.8% | -11% | 79.8 |
| 20 |  $KLAC | KLA CORP | $57.7M | 0.8% | +815% | 78.6 |
| 21 |  $MU | MICRON TECHNOLOGY INC | $54.3M | 0.8% | -2% | 86.2 |
| 22 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $53.5M | 0.8% | +22% | — |
| 23 | — | CAPITAL GROUP INTERNATIONAL - SHS | $52.1M | 0.7% | +14% | — |
| 24 |  $GE | GENERAL ELECTRIC CO | $45.9M | 0.7% | -11% | 73.8 |
| 25 |  $META | Meta Platforms, Inc. | $43.9M | 0.6% | -11% | 79.6 |
| 26 |  $AZN | ASTRAZENECA PLC | $37.3M | 0.5% | -18% | — |
| 27 |  $SPY | SPDR S&P 500 ETF TRUST | $36.0M | 0.5% | +1% | — |
| 28 |  $NVDA | NVIDIA CORP | $35.7M | 0.5% | +28% | 85.9 |
| 29 |  $GEV | GE Vernova Inc. | $35.2M | 0.5% | -24% | 81.1 |
| 30 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | $34.9M | 0.5% | +65% | — |
| 31 |  $IAU | ISHARES GOLD TRUST | $34.7M | 0.5% | +0% | — |
| 32 | — | ISHARES TR - CORE S&P500 ETF | $33.5M | 0.5% | -14% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $32.6M | 0.5% | -11% | 70.7 |
| 34 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $31.5M | 0.4% | +29% | — |
| 35 |  $TTE | TotalEnergies SE | $26.1M | 0.4% | -18% | 50.6 |
| 36 |  $PM | Philip Morris International Inc. | $25.2M | 0.4% | -16% | 75.9 |
| 37 |  $V | VISA INC. | $24.2M | 0.3% | -3% | 82.9 |
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $23.2M | 0.3% | +14% | — |
| 39 |  $WELL | WELLTOWER INC. | $20.2M | 0.3% | -7% | 59.8 |
| 40 | — | VANGUARD INDEX FDS - SMALL CP ETF | $20.1M | 0.3% | +10% | — |
| 41 |  $CEG | Constellation Energy Corp | $20.1M | 0.3% | -7% | 59.4 |
| 42 | — | ISHARES TR - CORE S&P SCP ETF | $20.0M | 0.3% | +23% | — |
| 43 |  $LLY | ELI LILLY & Co | $19.8M | 0.3% | +6% | 87.5 |
| 44 |  $DOV | DOVER Corp | $19.3M | 0.3% | +51% | 58.1 |
| 45 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $17.8M | 0.3% | -10% | 66.2 |
| 46 |  $LIN | LINDE PLC | $16.8M | 0.2% | -23% | — |
| 47 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $16.4M | 0.2% | +0% | — |
| 48 | — | CAPITAL GROUP EQUITY ETF TR - US LRG VALUE ETF | $16.2M | 0.2% | +22% | — |
| 49 | — | CAPITAL GROUP CORE BALANCED - SHS | $16.0M | 0.2% | +41% | — |
| 50 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $15.9M | 0.2% | -12% | — |
| 51 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $15.5M | 0.2% | +0% | — |
| 52 |  $RTX | RTX Corp | $15.1M | 0.2% | -12% | 73.2 |
| 53 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $14.1M | 0.2% | +0% | — |
| 54 |  $ABBV | AbbVie Inc. | $13.0M | 0.2% | -10% | 72.6 |
| 55 |  $UNH | UNITEDHEALTH GROUP INC | $12.9M | 0.2% | -3% | 62.7 |
| 56 | — | CAPITAL GROUP EQUITY ETF TR - US LARGE GROWT | $12.5M | 0.2% | +41% | — |
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | $12.4M | 0.2% | +3% | — |
| 58 |  $MDLZ | Mondelez International, Inc. | $12.3M | 0.2% | -3% | 56.4 |
| 59 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $12.3M | 0.2% | -33% | 62.9 |
| 60 |  $ATO | ATMOS ENERGY CORP | $12.3M | 0.2% | -12% | 57.6 |
| 61 |  $RYAAY | RYANAIR HOLDINGS PLC | $12.2M | 0.2% | -11% | — |
| 62 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $12.2M | 0.2% | +25% | — |
| 63 |  $MA | Mastercard Inc | $11.5M | 0.2% | -1% | 85.1 |
| 64 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $11.3M | 0.2% | +0% | — |
| 65 |  $TDG | TransDigm Group INC | $10.9M | 0.1% | -15% | 68 |
| 66 |  $SHOP | SHOPIFY INC. | $9.8M | 0.1% | -17% | 64.9 |
| 67 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $9.3M | 0.1% | +14% | — |
| 68 |  $CNP | CENTERPOINT ENERGY INC | $9.2M | 0.1% | -16% | 53.2 |
| 69 |  $CAT | CATERPILLAR INC | $9.2M | 0.1% | +29% | 66.5 |
| 70 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $9.1M | 0.1% | -4% | 75.4 |
| 71 |  $APH | AMPHENOL CORP /DE/ | $9.0M | 0.1% | -2% | 79.3 |
| 72 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $8.7M | 0.1% | +29% | — |
| 73 |  $AMAT | APPLIED MATERIALS INC /DE | $8.4M | 0.1% | +122% | 72.3 |
| 74 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8.3M | 0.1% | +0% | — |
| 75 |  $MRK | Merck & Co., Inc. | $8.2M | 0.1% | NEW | 59.9 |
| 76 |  $ATI | ATI INC | $8.1M | 0.1% | -7% | 63.1 |
| 77 |  $ABT | ABBOTT LABORATORIES | $8.1M | 0.1% | -39% | 65.5 |
| 78 | — | AMERICAN CENTY ETF TR - US EQT ETF | $8.0M | 0.1% | +0% | — |
| 79 |  $B | BARRICK MINING CORP | $7.8M | 0.1% | -10% | 69.6 |
| 80 |  $ARMK | Aramark | $7.8M | 0.1% | +39% | 47.1 |
| 81 |  $WCN | Waste Connections, Inc. | $7.7M | 0.1% | -3% | 68.2 |
| 82 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $7.7M | 0.1% | +0% | — |
| 83 | — | ISHARES TR - RUS MID CAP ETF | $7.2M | 0.1% | -3% | — |
| 84 | — | ISHARES INC - CORE MSCI EMKT | $7.2M | 0.1% | +18% | — |
| 85 |  $AMGN | AMGEN INC | $6.9M | 0.1% | -64% | 79.2 |
| 86 |  $COP | CONOCOPHILLIPS | $6.9M | 0.1% | -10% | 70.2 |
| 87 |  $MELI | MERCADOLIBRE INC | $6.9M | 0.1% | +15% | 80.2 |
| 88 |  $IR | Ingersoll Rand Inc. | $6.7M | 0.1% | -34% | 64.4 |
| 89 |  $ONC | BeOne Medicines Ltd. | $6.6M | 0.1% | -19% | — |
| 90 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $6.5M | 0.1% | -5% | 73.7 |
| 91 |  $ETR | ENTERGY CORP /DE/ | $6.2M | 0.1% | -2% | 59.5 |
| 92 |  $LII | LENNOX INTERNATIONAL INC | $6.0M | 0.1% | +26% | 61.3 |
| 93 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.0M | 0.1% | +101% | — |
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.0M | 0.1% | +32% | — |
| 95 |  $AJG | Arthur J. Gallagher & Co. | $6.0M | 0.1% | -13% | 71.2 |
| 96 |  $CRM | Salesforce, Inc. | $5.9M | 0.1% | -22% | 77 |
| 97 |  $SPGI | S&P Global Inc. | $5.9M | 0.1% | -15% | 76.1 |
| 98 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.8M | 0.1% | -1% | — |
| 99 |  $GLD | SPDR GOLD TRUST | $5.7M | 0.1% | +16% | — |
| 100 |  $AME | AMETEK INC/ | $5.6M | 0.1% | -14% | 69.7 |
| 101 | — | ISHARES TR - RUS MD CP GR ETF | $5.6M | 0.1% | +7% | — |
| 102 |  $OKE | ONEOK INC /NEW/ | $5.5M | 0.1% | +96% | 71.7 |
| 103 |  $DHR | DANAHER CORP /DE/ | $5.3M | 0.1% | -16% | 64.8 |
| 104 |  $TRP | TC ENERGY CORP | $5.3M | 0.1% | -34% | — |
| 105 |  $AON | Aon plc | $5.2M | 0.1% | -36% | — |
| 106 | — | ISHARES TR - MSCI ACWI ETF | $5.1M | 0.1% | +91% | — |
| 107 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $4.8M | 0.1% | -6% | 61.7 |
| 108 | — | ISHARES TR - CORE S&P MCP ETF | $4.8M | 0.1% | +3% | — |
| 109 |  $XOM.R34088 | EXXON MOBIL CORP | $4.6M | 0.1% | -12% | 57.9 |
| 110 |  $ITT | ITT INC. | $4.4M | 0.1% | +11% | 63 |
| 111 | — | ISHARES TR - RUS 1000 ETF | $4.3M | 0.1% | -6% | — |
| 112 |  $PHYS | Sprott Physical Gold Trust | $4.2M | 0.1% | +8% | — |
| 113 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.2M | 0.1% | +1222% | — |
| 114 |  $HEI.A | HEICO CORP | $4.1M | 0.1% | -21% | 75.6 |
| 115 |  $INTC | INTEL CORP | $4.1M | 0.1% | +113% | 45.6 |
| 116 |  $CVE | CENOVUS ENERGY INC. | $4.0M | 0.1% | +44% | 51.9 |
| 117 |  $BURL | Burlington Stores, Inc. | $3.9M | 0.1% | -8% | 65.2 |
| 118 |  $SRE | SEMPRA | $3.9M | 0.1% | -14% | 41.9 |
| 119 |  $PGR | PROGRESSIVE CORP/OH/ | $3.8M | 0.1% | -17% | 80.1 |
| 120 |  $KKR | KKR & Co. Inc. | $3.8M | 0.1% | -4% | 54.3 |
| 121 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.8M | 0.1% | -22% | 65.1 |
| 122 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.6M | 0.1% | -6% | — |
| 123 |  $CVS | CVS HEALTH Corp | $3.6M | 0.1% | +88% | 59.4 |
| 124 |  $HUM | HUMANA INC | $3.5M | 0.1% | -3% | 58.9 |
| 125 |  $SBUX | STARBUCKS CORP | $3.4M | 0.1% | -5% | 58.2 |
| 126 |  $URI | UNITED RENTALS, INC. | $3.3M | 0.1% | -67% | 63.9 |
| 127 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $3.3M | 0.1% | -3% | — |
| 128 |  $YUM | YUM BRANDS INC | $3.2M | 0.1% | -16% | 73.7 |
| 129 |  $PAYX | PAYCHEX INC | $3.2M | 0.1% | +8% | 74.6 |
| 130 | — | ISHARES TR - MSCI EAFE ETF | $3.2M | 0.0% | +0% | — |
| 131 |  $MS | MORGAN STANLEY | $3.1M | 0.0% | -47% | 75.8 |
| 132 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $3.1M | 0.0% | +0% | — |
| 133 | — | ISHARES TR - RUS 1000 GRW ETF | $3.0M | 0.0% | +340% | — |
| 134 |  $TFC | TRUIST FINANCIAL CORP | $2.9M | 0.0% | -9% | 76.4 |
| 135 | — | CAPITAL GRP FIXED INCM ETF T - ULTRA SHORT ETF | $2.8M | 0.0% | -21% | — |
| 136 |  $HLT | Hilton Worldwide Holdings Inc. | $2.8M | 0.0% | -52% | 63.3 |
| 137 |  $ASML | ASML HOLDING NV | $2.7M | 0.0% | +0% | — |
| 138 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.7M | 0.0% | -1% | — |
| 139 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.7M | 0.0% | -4% | — |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $2.6M | 0.0% | -51% | 68.7 |
| 141 |  $PANW | Palo Alto Networks Inc | $2.6M | 0.0% | NEW | 65.5 |
| 142 | $META | Meta Platforms, Inc. | $2.6M | 0.0% | +206% | 79.6 |
| 143 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.0% | -22% | 66.2 |
| 144 |  $TMUS | T-Mobile US, Inc. | $2.5M | 0.0% | -32% | 69.1 |
| 145 |  $KO | COCA COLA CO | $2.5M | 0.0% | -11% | 69.5 |
| 146 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.5M | 0.0% | -2% | 62.4 |
| 147 |  $FICO | FAIR ISAAC CORP | $2.5M | 0.0% | NEW | 77.7 |
| 148 |  $WT | WisdomTree, Inc. | $2.4M | 0.0% | +67% | 59.9 |
| 149 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $2.4M | 0.0% | -0% | — |
| 150 |  $TXN | TEXAS INSTRUMENTS INC | $2.4M | 0.0% | NEW | 73.4 |
| 151 | — | ISHARES TR - MSCI EMG MKT ETF | $2.3M | 0.0% | -7% | — |
| 152 |  $DAL | DELTA AIR LINES, INC. | $2.3M | 0.0% | NEW | 57.5 |
| 153 |  $HEI | HEICO CORP | $2.3M | 0.0% | -64% | 75.6 |
| 154 |  $WPM | Wheaton Precious Metals Corp. | $2.2M | 0.0% | -9% | — |
| 155 |  $ACGL | ARCH CAPITAL GROUP LTD. | $2.1M | 0.0% | -27% | — |
| 156 |  $SAP | SAP SE | $2.1M | 0.0% | +330% | — |
| 157 | — | VANGUARD INDEX FDS - VALUE ETF | $2.1M | 0.0% | +2% | — |
| 158 |  $CARR | CARRIER GLOBAL Corp | $2.1M | 0.0% | -9% | 56.6 |
| 159 |  $JKHY | JACK HENRY & ASSOCIATES INC | $2.0M | 0.0% | -3% | 66.2 |
| 160 |  $DXCM | DEXCOM INC | $2.0M | 0.0% | NEW | 76 |
| 161 |  $SPOT | Spotify Technology S.A. | $2.0M | 0.0% | -4% | — |
| 162 |  $RACE | Ferrari N.V. | $2.0M | 0.0% | -3% | — |
| 163 |  $KDP | Keurig Dr Pepper Inc. | $2.0M | 0.0% | -28% | 64.6 |
| 164 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2.0M | 0.0% | -59% | 55.2 |
| 165 |  $MSCI | MSCI Inc. | $2.0M | 0.0% | -3% | 75.7 |
| 166 |  $CME | CME GROUP INC. | $1.9M | 0.0% | +867% | 69.5 |
| 167 |  $VRSK | Verisk Analytics, Inc. | $1.9M | 0.0% | NEW | 71.2 |
| 168 |  $PSA | Public Storage | $1.9M | 0.0% | -0% | 69.1 |
| 169 |  $EQT | EQT Corp | $1.9M | 0.0% | -28% | 83.7 |
| 170 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.8M | 0.0% | +400% | — |
| 171 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.0% | NEW | 70.3 |
| 172 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $1.8M | 0.0% | -54% | 58.1 |
| 173 | — | ISHARES TR - MSCI USA QLT FCT | $1.7M | 0.0% | +177% | — |
| 174 |  $BLDR | Builders FirstSource, Inc. | $1.7M | 0.0% | NEW | 45.9 |
| 175 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.7M | 0.0% | -4% | — |
| 176 |  $TEL | TE Connectivity plc | $1.7M | 0.0% | -15% | — |
| 177 | — | ISHARES TR - RUS 2000 GRW ETF | $1.7M | 0.0% | +0% | — |
| 178 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.0% | NEW | 73.8 |
| 179 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.6M | 0.0% | NEW | 72.8 |
| 180 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | $1.6M | 0.0% | +1% | — |
| 181 |  $ANET | Arista Networks, Inc. | $1.6M | 0.0% | NEW | 81.9 |
| 182 |  $EFX | EQUIFAX INC | $1.5M | 0.0% | NEW | 64.8 |
| 183 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $1.5M | 0.0% | +0% | — |
| 184 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.5M | 0.0% | +1% | — |
| 185 |  $SOBO | South Bow Corp | $1.5M | 0.0% | -30% | — |
| 186 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.0% | +21% | — |
| 187 |  $CB | Chubb Ltd | $1.4M | 0.0% | -28% | — |
| 188 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $1.4M | 0.0% | +2% | — |
| 189 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.4M | 0.0% | +18% | — |
| 190 |  $APD | Air Products & Chemicals, Inc. | $1.3M | 0.0% | +13% | 46.4 |
| 191 |  $INIO | INNIO N.V. | $1.2M | 0.0% | NEW | — |
| 192 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $1.2M | 0.0% | +0% | — |
| 193 | — | ISHARES TR - SELECT DIVID ETF | $1.2M | 0.0% | +22% | — |
| 194 | — | ISHARES TR - RUS 1000 VAL ETF | $1.2M | 0.0% | +5% | — |
| 195 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.1M | 0.0% | -6% | 67.5 |
| 196 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $1.1M | 0.0% | -29% | — |
| 197 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $1.0M | 0.0% | -28% | — |
| 198 |  $WSE | Wise Group plc | $1.0M | 0.0% | NEW | — |
| 199 | — | ISHARES TR - MSCI USA MIN ETF | $1.0M | 0.0% | NEW | — |
| 200 | — | ISHARES TR - S&P 500 GRWT ETF | $992,428 | 0.0% | +0% | — |
| 201 | — | VANGUARD STAR FDS - VG TL INTL STK F | $971,447 | 0.0% | -1% | — |
| 202 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $958,122 | 0.0% | +0% | — |
| 203 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $951,200 | 0.0% | NEW | — |
| 204 |  $IVZ | Invesco Ltd. | $937,220 | 0.0% | NEW | — |
| 205 |  $RKT | Rocket Companies, Inc. | $930,526 | 0.0% | NEW | 74.2 |
| 206 | — | SPDR SERIES TRUST - ST STR P500GRW | $895,309 | 0.0% | +9% | — |
| 207 | — | VANGUARD INDEX FDS - MID CAP ETF | $887,494 | 0.0% | +414% | — |
| 208 | — | SPDR SERIES TRUST - ST STR SP DIV | $871,847 | 0.0% | +0% | — |
| 209 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $865,900 | 0.0% | +0% | 58.7 |
| 210 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $843,767 | 0.0% | -89% | 32.8 |
| 211 | — | ISHARES TR - RUS MDCP VAL ETF | $788,047 | 0.0% | +0% | — |
| 212 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $777,836 | 0.0% | +13% | — |
| 213 |  $AMX | AMERICA MOVIL SAB DE CV/ | $777,387 | 0.0% | -86% | — |
| 214 |  $STT | STATE STREET CORP | $766,467 | 0.0% | +0% | 71.5 |
| 215 |  $NFLX | NETFLIX INC | $756,697 | 0.0% | -77% | 78.8 |
| 216 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | +0% | 73.8 |
| 217 | — | ISHARES TR - RUS 2000 VAL ETF | $739,598 | 0.0% | +0% | — |
| 218 | — | ISHARES TR - CORE S&P TTL STK | $669,431 | 0.0% | +173% | — |
| 219 |  $ALGN | ALIGN TECHNOLOGY INC | $651,871 | 0.0% | NEW | 58.9 |
| 220 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $629,830 | 0.0% | +0% | — |
| 221 |  $BUD | Anheuser-Busch InBev SA/NV | $621,873 | 0.0% | -14% | — |
| 222 | — | GLOBAL X FDS - GLB X MLP ENRG I | $613,146 | 0.0% | NEW | — |
| 223 |  $AEM | AGNICO EAGLE MINES LTD | $597,415 | 0.0% | NEW | — |
| 224 | — | ISHARES TR - EAFE SML CP ETF | $577,942 | 0.0% | -1% | — |
| 225 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $557,390 | 0.0% | +4% | — |
| 226 |  $STZ | CONSTELLATION BRANDS, INC. | $544,816 | 0.0% | -27% | 59.8 |
| 227 | $WT | WisdomTree, Inc. | $500,390 | 0.0% | +0% | 59.9 |
| 228 |  $FCX | FREEPORT-MCMORAN INC | $494,819 | 0.0% | +33% | 62 |
| 229 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $419,908 | 0.0% | +0% | — |
| 230 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $409,642 | 0.0% | +0% | — |
| 231 |  $BABA | Alibaba Group Holding Ltd | $408,107 | 0.0% | +0% | — |
| 232 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $403,094 | 0.0% | -28% | 72.6 |
| 233 | — | VANGUARD WORLD FD - COMM SRVC ETF | $394,205 | 0.0% | NEW | — |
| 234 |  $APP | AppLovin Corp | $391,575 | 0.0% | -27% | 84.4 |
| 235 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $378,970 | 0.0% | -43% | — |
| 236 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $364,653 | 0.0% | +14% | — |
| 237 | — | ISHARES TR - MSCI USA VALUE | $341,845 | 0.0% | -3% | — |
| 238 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $334,353 | 0.0% | +1% | — |
| 239 |  $FTNT | Fortinet, Inc. | $332,434 | 0.0% | NEW | 80.1 |
| 240 |  $CR | Crane Co | $332,151 | 0.0% | -28% | 66.9 |
| 241 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $315,778 | 0.0% | +13% | — |
| 242 |  $TT | Trane Technologies plc | $309,431 | 0.0% | NEW | — |
| 243 |  $MO | ALTRIA GROUP, INC. | $305,859 | 0.0% | NEW | 67.4 |
| 244 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $285,238 | 0.0% | +1% | — |
| 245 |  $CVNA | CARVANA CO. | $282,039 | 0.0% | NEW | 71.6 |
| 246 |  $BKNG | Booking Holdings Inc. | $281,797 | 0.0% | NEW | 58.5 |
| 247 | — | SPDR SERIES TRUST - ST STR P500VAL | $268,084 | 0.0% | +24% | — |
| 248 | — | ISHARES TR - CORE MSCI TOTAL | $259,322 | 0.0% | +0% | — |
| 249 |  $SONY | Sony Group Corp | $256,447 | 0.0% | +0% | — |
| 250 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $236,108 | 0.0% | NEW | — |
| 251 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $229,846 | 0.0% | +0% | — |
| 252 |  $NVO | NOVO NORDISK A S | $229,153 | 0.0% | -60% | — |
| 253 | — | ISHARES TR - CORE DIV GRWTH | $222,671 | 0.0% | NEW | — |
| 254 | — | SPDR SERIES TRUST - ST STR SP500DIV | $216,317 | 0.0% | +0% | — |
| 255 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $204,415 | 0.0% | NEW | — |
| 256 |  $BAC | BANK OF AMERICA CORP /DE/ | $204,387 | 0.0% | NEW | 67.6 |
| 257 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $202,651 | 0.0% | NEW | — |
| 258 | — | WISDOMTREE TR - GLOB EX US QU FD | $202,117 | 0.0% | NEW | — |
| 259 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $200,767 | 0.0% | NEW | — |
| 260 |  $NOW | ServiceNow, Inc. | $200,744 | 0.0% | -98% | 72.9 |
New Positions (34)
$MRK Merck & Co., Inc.$8.2M$PANW Palo Alto Networks Inc$2.6M$FICO FAIR ISAAC CORP$2.5M$TXN TEXAS INSTRUMENTS INC$2.4M$DAL DELTA AIR LINES, INC.$2.3M$DXCM DEXCOM INC$2.0M$VRSK Verisk Analytics, Inc.$1.9M$CSCO CISCO SYSTEMS, INC.$1.8M$BLDR Builders FirstSource, Inc.$1.7M$DLR DIGITAL REALTY TRUST, INC.$1.6M$ANET Arista Networks, Inc.$1.6M$EFX EQUIFAX INC$1.5M$INIO INNIO N.V.$1.2M$WSE Wise Group plc$1.0M ISHARES TR - MSCI USA MIN ETF$1.0M
Exited Positions (15)
$RBLX Roblox Corp
$QGEN QIAGEN N.V.
$HD HOME DEPOT, INC. ISHARES TR
SCHWAB STRATEGIC TR
$SHW SHERWIN WILLIAMS CO
$SW Smurfit Westrock plc
$TOST Toast, Inc.
$BX Blackstone Inc.
$IP INTERNATIONAL PAPER CO /NEW/ SPDR INDEX SHS FDS
ETF SER SOLUTIONS
VANGUARD INDEX FDS
SIMPLIFY EXCHANGE TRADED FUN
$JNJ JOHNSON & JOHNSONBrowse Top Institutional Investors
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