KLINGENSTEIN FIELDS & CO LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 859872
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.9B
Holdings
195
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KLINGENSTEIN FIELDS & CO LP disclosed 195 positions worth $2.9B in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 6.7% of the equity portfolio, followed by $GOOG and $PANW. During the quarter the fund opened 15 new positions and exited 6. The portfolio is most concentrated in Technology (35.8% of disclosed assets). All figures are sourced directly from KLINGENSTEIN FIELDS & CO LP’s Form 13F-HR filing with the SEC under CIK 859872.
AI Fund Analysis
Concentrating
$AVGO6.7% weight
Held 7 quarters
$GOOG5.2% weight
Held 7 quarters
$PANW5.1% weight
Held 7 quarters
$LLY3.8% weight
Held 7 quarters
$AAPL3.7% weight
Held 7 quarters
ISHARES TR - CORE S&P SMAL
6 quarters accumulating
THE 2023 ETF SERIES - EAGL
6 quarters accumulating
ISHARES TRUST - CORE S&P 5
4 quarters accumulating
$TJX4 quarters accumulating
SELECT SECTOR SPDR - STATE
3 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 84.5#8
Quality
$190.6M504,659 sh - 78.2#57
Quality
$149.7M418,860 sh - 65.5#476
Quality
$145.5M426,619 sh - 87.5
Quality
$109.6M91,363 sh - 76.4
Quality
$104.6M361,383 sh - 73.8
Quality
$94.1M187,993 sh - 79.8
Quality
$87.7M235,017 sh - 68.7
Quality
$86.4M362,354 sh - 85.9
Quality
$86.0M430,000 sh - 49.3
Quality
$80.2M6,229,560 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Broadcom Inc.$AVGO | 84.5#8 | $190.6M | 504,659 |
| Alphabet Inc.$GOOG | 78.2#57 | $149.7M | 418,860 |
| Palo Alto Networks Inc$PANW | 65.5#476 | $145.5M | 426,619 |
| ELI LILLY & Co$LLY | 87.5 | $109.6M | 91,363 |
| Apple Inc.$AAPL | 76.4 | $104.6M | 361,383 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $94.1M | 187,993 |
 MICROSOFT CORP$MSFT | 79.8 | $87.7M | 235,017 |
 AMAZON COM INC$AMZN | 68.7 | $86.4M | 362,354 |
 NVIDIA CORP$NVDA | 85.9 | $86.0M | 430,000 |
 StubHub Holdings, Inc.$STUB | 49.3 | $80.2M | 6,229,560 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KLINGENSTEIN FIELDS & CO LP's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Technology
$1.0B
Other
$370.9M
Financials
$328.6M
Healthcare
$282.5M
Industrials
$232.3M
Consumer Discretionary
$207.9M
Communication Services
$167.1M
Consumer Staples
$109.0M
Full Holdings — KLINGENSTEIN FIELDS & CO LP (Q2 2026)
All 195 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 | $AVGO | Broadcom Inc. | $190.6M | 6.7% | -2% | 84.5 |
| 2 | $GOOG | Alphabet Inc. | $149.7M | 5.2% | -1% | 78.2 |
| 3 | $PANW | Palo Alto Networks Inc | $145.5M | 5.1% | -1% | 65.5 |
| 4 | $LLY | ELI LILLY & Co | $109.6M | 3.8% | -11% | 87.5 |
| 5 | $AAPL | Apple Inc. | $104.6M | 3.7% | +0% | 76.4 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $94.1M | 3.3% | -0% | 73.8 |
| 7 | $MSFT | MICROSOFT CORP | $87.7M | 3.1% | +0% | 79.8 |
| 8 | $AMZN | AMAZON COM INC | $86.4M | 3.0% | -0% | 68.7 |
| 9 | $NVDA | NVIDIA CORP | $86.0M | 3.0% | +4% | 85.9 |
| 10 | $STUB | StubHub Holdings, Inc. | $80.2M | 2.8% | +1% | 49.3 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $77.8M | 2.7% | -1% | 73.5 |
| 12 |  $UNP | UNION PACIFIC CORP | $70.6M | 2.5% | -1% | 69.7 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $66.4M | 2.3% | -4% | — |
| 14 |  $GOOGL | Alphabet Inc. | $64.3M | 2.3% | -2% | 78.2 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $62.8M | 2.2% | -1% | 70.7 |
| 16 |  $RTX | RTX Corp | $58.5M | 2.0% | -1% | 73.2 |
| 17 |  $DIS | Walt Disney Co | $57.8M | 2.0% | -0% | 60.1 |
| 18 |  $PEP | PEPSICO INC | $57.2M | 2.0% | -0% | 63.4 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $55.5M | 1.9% | -1% | 69 |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $46.8M | 1.6% | -3% | — |
| 21 |  $COST | COSTCO WHOLESALE CORP /NEW | $46.7M | 1.6% | -0% | 66.2 |
| 22 |  $NXPI | NXP Semiconductors N.V. | $46.1M | 1.6% | -0% | — |
| 23 |  $ETN | Eaton Corp plc | $37.3M | 1.3% | -0% | — |
| 24 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $35.8M | 1.3% | -4% | — |
| 25 |  $CB | Chubb Ltd | $34.8M | 1.2% | -0% | — |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $32.7M | 1.1% | -10% | 65.1 |
| 27 |  $PLD | Prologis, Inc. | $31.6M | 1.1% | -0% | 68.3 |
| 28 | — | SELECT SECTOR SPDR - STATE ST TECHNOLOGY | $31.0M | 1.1% | +190% | — |
| 29 |  $VMC | Vulcan Materials CO | $30.3M | 1.1% | +0% | 63.5 |
| 30 |  $ISRG | INTUITIVE SURGICAL INC | $29.7M | 1.0% | -6% | 79.9 |
| 31 |  $MRK | Merck & Co., Inc. | $28.7M | 1.0% | -1% | 59.9 |
| 32 |  $CL | COLGATE PALMOLIVE CO | $26.2M | 0.9% | -3% | 61.3 |
| 33 |  $NFLX | NETFLIX INC | $25.0M | 0.9% | -1% | 78.8 |
| 34 |  $HD | HOME DEPOT, INC. | $24.6M | 0.9% | +2% | 60.3 |
| 35 | — | ISHARES TRUST - CORE S&P 500 ETF | $23.7M | 0.8% | +12% | — |
| 36 |  $META | Meta Platforms, Inc. | $23.6M | 0.8% | +0% | 79.6 |
| 37 | — | ISHARES TR - ISHARES SEMICDTR | $22.6M | 0.8% | NEW | — |
| 38 |  $SBUX | STARBUCKS CORP | $20.7M | 0.7% | -0% | 58.2 |
| 39 |  $MMM | 3M CO | $19.5M | 0.7% | -0% | 64.9 |
| 40 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $18.4M | 0.6% | -4% | — |
| 41 |  $HON | HONEYWELL INTERNATIONAL INC | $18.3M | 0.6% | -50% | 65 |
| 42 |  $HONA | Honeywell Aerospace Inc. | $18.0M | 0.6% | NEW | — |
| 43 |  $SHEL | Shell plc | $17.5M | 0.6% | -3% | — |
| 44 |  $GE | GENERAL ELECTRIC CO | $17.4M | 0.6% | +0% | 73.8 |
| 45 | — | VICTORY PORTFOLIOSII - CORE INTERMEDIATE | $16.6M | 0.6% | +13% | — |
| 46 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $15.9M | 0.6% | +1% | 62.9 |
| 47 |  $MDLZ | Mondelez International, Inc. | $15.5M | 0.5% | +0% | 56.4 |
| 48 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $14.9M | 0.5% | -4% | — |
| 49 |  $SYK | STRYKER CORP | $13.7M | 0.5% | -40% | 72.1 |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $13.4M | 0.5% | +0% | 57.9 |
| 51 |  $PYPL | PayPal Holdings, Inc. | $13.3M | 0.5% | -1% | 64.1 |
| 52 |  $SO | SOUTHERN CO | $12.7M | 0.5% | +0% | 62 |
| 53 |  $NEE | NEXTERA ENERGY INC | $12.3M | 0.4% | -1% | 64.6 |
| 54 |  $NOW | ServiceNow, Inc. | $12.2M | 0.4% | +1% | 72.9 |
| 55 | — | ISHARES TR - CORE S&P SMALL-CAP | $11.7M | 0.4% | +6% | — |
| 56 |  $YUM | YUM BRANDS INC | $11.3M | 0.4% | -14% | 73.7 |
| 57 | — | VANGUARD SCOTTSDAL - RUSSELL 1000 GROWTH | $10.9M | 0.4% | -4% | — |
| 58 |  $CVX | CHEVRON CORP | $10.3M | 0.4% | +1% | 62.8 |
| 59 |  $DHR | DANAHER CORP /DE/ | $10.2M | 0.4% | -4% | 64.8 |
| 60 |  $AXP | AMERICAN EXPRESS CO | $9.9M | 0.3% | -14% | 69.4 |
| 61 |  $PLTR | Palantir Technologies Inc. | $9.8M | 0.3% | +322% | 84.6 |
| 62 |  $ABT | ABBOTT LABORATORIES | $9.0M | 0.3% | -10% | 65.5 |
| 63 |  $SNPS | SYNOPSYS INC | $9.0M | 0.3% | +1% | 67.9 |
| 64 |  $NSC | NORFOLK SOUTHERN CORP | $8.6M | 0.3% | -7% | 63.2 |
| 65 | $TJX | TJX COMPANIES INC /DE/ | $7.9M | 0.3% | +1% | 68.7 |
| 66 | — | ISHARES - MSCI EAFE ETF | $7.8M | 0.3% | -0% | — |
| 67 |  $BSX | BOSTON SCIENTIFIC CORP | $7.5M | 0.3% | +0% | 77.5 |
| 68 |  $AMP | AMERIPRISE FINANCIAL INC | $7.5M | 0.3% | -6% | 68.7 |
| 69 |  $NKE | NIKE, Inc. | $7.5M | 0.3% | +3% | 49.3 |
| 70 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $7.4M | 0.3% | +1% | — |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $7.1M | 0.3% | -2% | 66.3 |
| 72 | — | VANGUARD TAX MANAGED - FTSE DEV MKT ETF | $6.4M | 0.2% | +0% | — |
| 73 | — | ISHARES - RUSSELL 3000 ETF | $6.4M | 0.2% | +0% | — |
| 74 |  $ITW | ILLINOIS TOOL WORKS INC | $6.4M | 0.2% | -10% | 63.6 |
| 75 |  $GL | GLOBE LIFE INC. | $5.8M | 0.2% | +0% | 66 |
| 76 |  $ADBE | ADOBE INC. | $5.7M | 0.2% | +4% | 77.6 |
| 77 | — | THE 2023 ETF SERIES - EAGLE CAP SEL EQUITY | $5.3M | 0.2% | +4% | — |
| 78 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.2M | 0.2% | +0% | 73.8 |
| 79 |  $ABNB | Airbnb, Inc. | $5.0M | 0.2% | +0% | 71 |
| 80 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $4.9M | 0.2% | +0% | — |
| 81 |  $PG | PROCTER & GAMBLE Co | $4.7M | 0.2% | +0% | 64.6 |
| 82 | — | VANECK ETF TR - SEMICONDUCTOR ETF | $4.3M | 0.1% | +0% | — |
| 83 | — | SERIES PORTFOLIOS TR - EQUABLE SHARES HEDGE | $3.9M | 0.1% | -1% | — |
| 84 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.7M | 0.1% | +0% | 70 |
| 85 |  $CCZ | COMCAST CORP | $3.4M | 0.1% | -8% | 59.5 |
| 86 |  $ALL | ALLSTATE CORP | $3.2M | 0.1% | +2% | 78.5 |
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US LRG C | $2.9M | 0.1% | NEW | — |
| 88 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL EMERG MR | $2.9M | 0.1% | +16% | — |
| 89 |  $CAT | CATERPILLAR INC | $2.8M | 0.1% | +2% | 66.5 |
| 90 |  $KO | COCA COLA CO | $2.6M | 0.1% | +0% | 69.5 |
| 91 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.5M | 0.1% | -14% | 67.6 |
| 92 |  $UPS | UNITED PARCEL SERVICE INC | $2.3M | 0.1% | -8% | 58.6 |
| 93 |  $SOLV | Solventum Corp | $2.3M | 0.1% | +0% | 55.2 |
| 94 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 0.1% | +1% | 65.6 |
| 95 | — | ISHARES TR - RUSEL 2500 ETF | $2.1M | 0.1% | +0% | — |
| 96 | — | ISHARES - EMERG MKTS ETF | $1.9M | 0.1% | -1% | — |
| 97 | — | ISHARES - SP SMCP600VL ETF | $1.9M | 0.1% | +0% | — |
| 98 | — | ISHARES MSCI USA - EQUAL WEIGHTED ETF | $1.8M | 0.1% | +0% | — |
| 99 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.8M | 0.1% | +0% | — |
| 100 |  $CRCL | Circle Internet Group, Inc. | $1.7M | 0.1% | -2% | 67.5 |
| 101 |  $PM | Philip Morris International Inc. | $1.5M | 0.1% | -14% | 75.9 |
| 102 |  $MA | Mastercard Inc | $1.4M | 0.1% | +6% | 85.1 |
| 103 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -0% | 72.6 |
| 104 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.1M | 0.0% | +0% | 69.8 |
| 105 |  $GILD | GILEAD SCIENCES, INC. | $1.0M | 0.0% | +3% | 57.4 |
| 106 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.0% | -7% | 67.4 |
| 107 | — | ISHARES - JP MOR EM MK ETF | $993,814 | 0.0% | +0% | — |
| 108 | — | VANECK ETF TRUST - J. P. MORGAN EM LOCA | $965,631 | 0.0% | +0% | — |
| 109 |  $APH | AMPHENOL CORP /DE/ | $959,181 | 0.0% | +2% | 79.3 |
| 110 | — | ISHARES INC - CORE MSCI EMKT | $958,873 | 0.0% | NEW | — |
| 111 |  $WMT | Walmart Inc. | $934,438 | 0.0% | +8% | 60.2 |
| 112 |  $CSX | CSX CORP | $891,853 | 0.0% | +2% | 65.2 |
| 113 |  $LOW | LOWES COMPANIES INC | $844,221 | 0.0% | +0% | 60.8 |
| 114 |  $CRWD | CrowdStrike Holdings, Inc. | $829,533 | 0.0% | +4% | 67.7 |
| 115 |  $MCD | MCDONALDS CORP | $800,929 | 0.0% | +3% | 69 |
| 116 |  $OC | Owens Corning | $794,800 | 0.0% | +0% | 49.2 |
| 117 | — | ISHARES - RUS 2000 VAL ETF | $792,338 | 0.0% | +0% | — |
| 118 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $787,888 | 0.0% | +0% | — |
| 119 |  $UBS | UBS Group AG | $739,931 | 0.0% | +0% | — |
| 120 | — | ISHARES - RUS 1000 VAL ETF | $690,184 | 0.0% | -14% | — |
| 121 |  $GLD | SPDR GOLD TRUST | $688,871 | 0.0% | +0% | — |
| 122 |  $V | VISA INC. | $639,177 | 0.0% | +13% | 82.9 |
| 123 | — | SPDR S&P DIVIDEND - STATE STR S&P DIVIDE | $626,221 | 0.0% | +0% | — |
| 124 |  $FXB | Invesco CurrencyShares British Pound Sterling Trust | $612,689 | 0.0% | +0% | — |
| 125 | — | ISHARES - RUS 1000 ETF | $591,318 | 0.0% | +0% | — |
| 126 |  $BIIB | BIOGEN INC. | $590,060 | 0.0% | +0% | 64.7 |
| 127 |  $TSLA | Tesla, Inc. | $556,874 | 0.0% | +12% | 53.9 |
| 128 |  $FDX | FEDEX CORP | $555,179 | 0.0% | +0% | 60.3 |
| 129 | — | ISHARES TRUST - CORE S&P MID-CAP ETF | $529,608 | 0.0% | +0% | — |
| 130 |  $GLW | CORNING INC /NY | $526,186 | 0.0% | +0% | 73.7 |
| 131 | — | ISHARES - RUS 2000 GRW ETF | $524,361 | 0.0% | +0% | — |
| 132 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $514,116 | 0.0% | +3% | 75.4 |
| 133 | — | VANGUARD FTSE - EMERGING MARKETS ETF | $513,513 | 0.0% | +0% | — |
| 134 |  $STT | STATE STREET CORP | $512,279 | 0.0% | +0% | 71.5 |
| 135 |  $BNY | Bank of New York Mellon Corp | $506,280 | 0.0% | -1% | 74.1 |
| 136 | — | ISHARES - RUSSELL 2000 ETF | $502,649 | 0.0% | +0% | — |
| 137 |  $NVS | NOVARTIS AG | $477,526 | 0.0% | +0% | — |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $465,890 | 0.0% | NEW | 79.8 |
| 139 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $465,784 | 0.0% | -95% | 71 |
| 140 |  $NVO | NOVO NORDISK A S | $449,677 | 0.0% | -4% | — |
| 141 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $448,588 | 0.0% | +0% | 62.9 |
| 142 | — | ISHARES TRUST CORE - S&P TOTAL US STK MKT | $447,964 | 0.0% | -27% | — |
| 143 |  $CSCO | CISCO SYSTEMS, INC. | $446,113 | 0.0% | +3% | 70.3 |
| 144 |  $LIN | LINDE PLC | $439,023 | 0.0% | -3% | — |
| 145 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $433,007 | 0.0% | +0% | 52.1 |
| 146 |  $AMGN | AMGEN INC | $413,541 | 0.0% | +0% | 79.2 |
| 147 |  $QCOM | QUALCOMM INC/DE | $413,375 | 0.0% | +0% | 70.5 |
| 148 |  $WFC | WELLS FARGO & COMPANY/MN | $405,019 | 0.0% | -0% | 61.8 |
| 149 |  $EXEL | EXELIXIS, INC. | $390,555 | 0.0% | +3% | 76.2 |
| 150 | — | ISHARES TRUST - ISHARES CORE US REIT | $389,862 | 0.0% | +0% | — |
| 151 |  $GEV | GE Vernova Inc. | $387,705 | 0.0% | +0% | 81.1 |
| 152 |  $WLY | JOHN WILEY & SONS, INC. | $383,666 | 0.0% | +0% | 51.7 |
| 153 |  $SCHW | SCHWAB CHARLES CORP | $377,661 | 0.0% | +11% | 79.4 |
| 154 |  $CBT | CABOT CORP | $372,816 | 0.0% | +0% | 50 |
| 155 | — | ISHARES TR - MSCI USA QLT FCT | $340,775 | 0.0% | +0% | — |
| 156 |  $VRT | Vertiv Holdings Co | $334,820 | 0.0% | +0% | 81 |
| 157 | $STT | STATE STREET CORP | $322,240 | 0.0% | +0% | 71.5 |
| 158 |  $Q | Qnity Electronics, Inc. | $320,741 | 0.0% | -4% | 68.4 |
| 159 |  $GM | General Motors Co | $320,499 | 0.0% | +0% | 54.3 |
| 160 |  $FNB | FNB CORP/PA/ | $313,904 | 0.0% | +0% | 65 |
| 161 |  $VZ | VERIZON COMMUNICATIONS INC | $311,030 | 0.0% | +0% | 65.8 |
| 162 |  $TFC | TRUIST FINANCIAL CORP | $294,536 | 0.0% | +0% | 76.4 |
| 163 |  $INTC | INTEL CORP | $283,309 | 0.0% | NEW | 45.6 |
| 164 | — | VANGUARD SPECIALIZED - DIV APPRECIATION | $283,234 | 0.0% | +0% | — |
| 165 |  $UNH | UNITEDHEALTH GROUP INC | $282,628 | 0.0% | -9% | 62.7 |
| 166 |  $CTVA | Corteva, Inc. | $281,679 | 0.0% | +0% | 47.2 |
| 167 |  $ICE | Intercontinental Exchange, Inc. | $275,890 | 0.0% | -25% | 73.7 |
| 168 |  $BLK | BlackRock, Inc. | $275,006 | 0.0% | -4% | 70 |
| 169 |  $CVS | CVS HEALTH Corp | $266,901 | 0.0% | -24% | 59.4 |
| 170 |  $TT | Trane Technologies plc | $264,735 | 0.0% | NEW | — |
| 171 |  $NTRS | NORTHERN TRUST CORP | $262,498 | 0.0% | +0% | 65.2 |
| 172 |  $PH | Parker-Hannifin Corp | $260,180 | 0.0% | +10% | 65.8 |
| 173 |  $LRCX | LAM RESEARCH CORP | $257,398 | 0.0% | NEW | 79.4 |
| 174 | — | VANGUARD INDEX TR - SMALL CAP | $255,883 | 0.0% | +0% | — |
| 175 |  $IQV | IQVIA HOLDINGS INC. | $255,244 | 0.0% | +0% | 61.4 |
| 176 | — | ISHARES - RUS 1000 GRW ETF | $250,823 | 0.0% | +285% | — |
| 177 |  $C | CITIGROUP INC | $242,831 | 0.0% | NEW | 65 |
| 178 | — | ISHARES - S&P 500 GRWT ETF | $242,740 | 0.0% | NEW | — |
| 179 |  $IBIT | iShares Bitcoin Trust ETF | $242,717 | 0.0% | +20% | — |
| 180 |  $APD | Air Products & Chemicals, Inc. | $238,942 | 0.0% | +0% | 46.4 |
| 181 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $233,505 | 0.0% | +0% | 66.2 |
| 182 | — | SPDR SERIES TRUST - STATE STR BBG CONVER | $233,430 | 0.0% | NEW | — |
| 183 |  $GD | GENERAL DYNAMICS CORP | $231,673 | 0.0% | -0% | 68.7 |
| 184 |  $LH | LABCORP HOLDINGS INC. | $231,560 | 0.0% | +0% | 65 |
| 185 |  $PFE | PFIZER INC | $229,892 | 0.0% | +0% | 62 |
| 186 | — | SPDR SERIES TRUST - STATE STR DOW JONES | $227,635 | 0.0% | +0% | — |
| 187 |  $RKLB | Rocket Lab Corp | $226,781 | 0.0% | NEW | 39.9 |
| 188 |  $FNF | Fidelity National Financial, Inc. | $224,529 | 0.0% | +0% | 58.1 |
| 189 |  $CEG | Constellation Energy Corp | $223,285 | 0.0% | +0% | 59.4 |
| 190 |  $TXN | TEXAS INSTRUMENTS INC | $209,245 | 0.0% | NEW | 73.4 |
| 191 |  $IVZ | Invesco Ltd. | $208,681 | 0.0% | +14% | — |
| 192 |  $ZS | Zscaler, Inc. | $207,914 | 0.0% | -98% | 63.7 |
| 193 |  $BA | BOEING CO | $207,811 | 0.0% | NEW | 61.6 |
| 194 |  $FAST | FASTENAL CO | $203,359 | 0.0% | NEW | 66.9 |
| 195 |  $ED | CONSOLIDATED EDISON INC | $200,572 | 0.0% | +0% | 67.3 |
New Positions (15)
ISHARES TR - ISHARES SEMICDTR$22.6M
$HONA Honeywell Aerospace Inc.$18.0M SCHWAB STRATEGIC TR - FUNDAMENTAL US LRG C$2.9M
ISHARES INC - CORE MSCI EMKT$958,873
$AMD ADVANCED MICRO DEVICES INC$465,890$INTC INTEL CORP$283,309$TT Trane Technologies plc$264,735$LRCX LAM RESEARCH CORP$257,398$C CITIGROUP INC$242,831 ISHARES - S&P 500 GRWT ETF$242,740
SPDR SERIES TRUST - STATE STR BBG CONVER$233,430
$RKLB Rocket Lab Corp$226,781$TXN TEXAS INSTRUMENTS INC$209,245$BA BOEING CO$207,811$FAST FASTENAL CO$203,359
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