Monument Capital Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1729428
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$497.2M
Holdings
262
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Monument Capital Management disclosed 262 positions worth $497.2M in its Form 13F-HR for Q2 2026, led by $CAT (CATERPILLAR INC) at 2.4% of the equity portfolio, followed by $MSFT and $FIX. During the quarter the fund opened 66 new positions and exited 20. The portfolio is most concentrated in Other (32.9% of disclosed assets). All figures are sourced directly from Monument Capital Management’s Form 13F-HR filing with the SEC under CIK 1729428.
AI Fund Analysis
Stable
$CAT2.4% weight
Held 10 quarters
$MSFT2.3% weight
Held 10 quarters
$FIX2.3% weight
Held 5 quarters
ISHARES TR - RUS 1000 GRW
2.1% weight
Held 10 quarters
$AAPL2.0% weight
Held 10 quarters
$JNJ7 quarters accumulating
$AEP6 quarters accumulating
$GOOG5 quarters accumulating
$ED5 quarters accumulating
VANGUARD INDEX FDS - TOTAL
4 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsConsumer DiscretionaryFinancialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 66.5#409
Quality
$12.0M11,280 sh - 79.8#31
Quality
$11.6M31,231 sh - 77.7#61
Quality
$11.5M5,796 sh ISHARES TR - RUS 1000 GRW ETF
—Quality
$10.4M84,048 sh- 76.4
Quality
$9.9M34,072 sh ISHARES TR - CORE S&P TTL STK
—Quality
$9.4M56,958 sh- 69.3
Quality
$8.7M10,518 sh - 71.2
Quality
$8.7M20,059 sh - 72.3
Quality
$8.5M11,713 sh - 78.2
Quality
$8.3M23,169 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CATERPILLAR INC$CAT | 66.5#409 | $12.0M | 11,280 |
| MICROSOFT CORP$MSFT | 79.8#31 | $11.6M | 31,231 |
| COMFORT SYSTEMS USA INC$FIX | 77.7#61 | $11.5M | 5,796 |
| ISHARES TR - RUS 1000 GRW ETF | — | $10.4M | 84,048 |
| Apple Inc.$AAPL | 76.4 | $9.9M | 34,072 |
| ISHARES TR - CORE S&P TTL STK | — | $9.4M | 56,958 |
 EMCOR Group, Inc.$EME | 69.3 | $8.7M | 10,518 |
 Dell Technologies Inc.$DELL | 71.2 | $8.7M | 20,059 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $8.5M | 11,713 |
| Alphabet Inc.$GOOG | 78.2 | $8.3M | 23,169 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Monument Capital Management's 262 positions.
Showing top 10 of 262 holdings.
Sector Allocation
Other
$163.4M
Technology
$96.0M
Industrials
$67.2M
Consumer Discretionary
$47.2M
Financials
$41.1M
Healthcare
$22.4M
Consumer Staples
$16.3M
Energy
$14.9M
Full Holdings — Monument Capital Management (Q2 2026)
All 262 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 | $CAT | CATERPILLAR INC | $12.0M | 2.4% | -18% | 66.5 |
| 2 | $MSFT | MICROSOFT CORP | $11.6M | 2.3% | +2% | 79.8 |
| 3 | $FIX | COMFORT SYSTEMS USA INC | $11.5M | 2.3% | -4% | 77.7 |
| 4 | — | ISHARES TR - RUS 1000 GRW ETF | $10.4M | 2.1% | +386% | — |
| 5 | $AAPL | Apple Inc. | $9.9M | 2.0% | +2% | 76.4 |
| 6 | — | ISHARES TR - CORE S&P TTL STK | $9.4M | 1.9% | -3% | — |
| 7 | $EME | EMCOR Group, Inc. | $8.7M | 1.8% | -3% | 69.3 |
| 8 | $DELL | Dell Technologies Inc. | $8.7M | 1.7% | -4% | 71.2 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $8.5M | 1.7% | +3% | 72.3 |
| 10 | $GOOG | Alphabet Inc. | $8.3M | 1.7% | +7% | 78.2 |
| 11 | — | ISHARES TR - RUS 1000 ETF | $8.1M | 1.6% | -0% | — |
| 12 | — | ISHARES TR - RUS 2000 GRW ETF | $7.7M | 1.6% | NEW | — |
| 13 | — | ISHARES TR - ISHARES SEMICDTR | $7.5M | 1.5% | NEW | — |
| 14 |  $LRCX | LAM RESEARCH CORP | $7.2M | 1.4% | -0% | 79.4 |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.4M | 1.3% | -2% | — |
| 16 |  $APH | AMPHENOL CORP /DE/ | $6.1M | 1.2% | -3% | 79.3 |
| 17 | — | ISHARES TR - U.S. PHARMA ETF | $6.0M | 1.2% | NEW | — |
| 18 |  $WMT | Walmart Inc. | $5.8M | 1.2% | -1% | 60.2 |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | $5.8M | 1.2% | -0% | — |
| 20 | — | ISHARES TR - US REGNL BKS ETF | $5.8M | 1.2% | NEW | — |
| 21 |  $CASY | CASEYS GENERAL STORES INC | $5.8M | 1.2% | -5% | 65.1 |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $5.6M | 1.1% | +476% | — |
| 23 | — | ISHARES TR - JPMORGAN USD EMG | $5.5M | 1.1% | +9% | — |
| 24 | — | ISHARES TR - US AER DEF ETF | $5.5M | 1.1% | +5% | — |
| 25 |  $RL | RALPH LAUREN CORP | $5.4M | 1.1% | -4% | 66.3 |
| 26 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $5.3M | 1.1% | +9% | — |
| 27 |  $JBL | JABIL INC | $5.2M | 1.0% | -2% | 57.4 |
| 28 | — | ISHARES TR - FLTG RATE NT ETF | $5.1M | 1.0% | NEW | — |
| 29 | — | ISHARES INC - MSCI AUSTRIA ETF | $5.1M | 1.0% | -2% | — |
| 30 | — | ISHARES TR - 3 7 YR TREAS BD | $5.0M | 1.0% | +10% | — |
| 31 | — | ISHARES TR - MBS ETF | $5.0M | 1.0% | +10% | — |
| 32 | — | ISHARES INC - MSCI SPAIN ETF | $4.8M | 1.0% | -2% | — |
| 33 |  $CAH | CARDINAL HEALTH INC | $4.6M | 0.9% | +1% | 62.4 |
| 34 | $JNJ | JOHNSON & JOHNSON | $4.6M | 0.9% | +6% | 69 |
| 35 |  $KLAC | KLA CORP | $4.6M | 0.9% | +6541% | 78.6 |
| 36 |  $MTZ | MASTEC INC | $4.6M | 0.9% | -3% | 58.8 |
| 37 |  $EXEL | EXELIXIS, INC. | $4.4M | 0.9% | -2% | 76.2 |
| 38 | — | ISHARES INC - MSCI ITALY ETF | $4.4M | 0.9% | -1% | — |
| 39 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $4.4M | 0.9% | -4% | — |
| 40 | — | ISHARES INC - MSCI ISRAEL ETF | $4.3M | 0.9% | -1% | — |
| 41 |  $TPR | TAPESTRY, INC. | $4.1M | 0.8% | -2% | 72.7 |
| 42 | — | ISHARES INC - MSCI CDA ETF | $4.0M | 0.8% | -0% | — |
| 43 |  $CRS | CARPENTER TECHNOLOGY CORP | $4.0M | 0.8% | -2% | 64.6 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $3.9M | 0.8% | +5% | 70.7 |
| 45 |  $NVDA | NVIDIA CORP | $3.9M | 0.8% | +0% | 85.9 |
| 46 |  $TT | Trane Technologies plc | $3.9M | 0.8% | -1% | — |
| 47 |  $PWR | QUANTA SERVICES, INC. | $3.8M | 0.8% | -4% | 72.1 |
| 48 |  $MTG | MGIC INVESTMENT CORP | $3.8M | 0.8% | -2% | 56.6 |
| 49 |  $ROST | ROSS STORES, INC. | $3.6M | 0.7% | +1623% | 70.4 |
| 50 |  $AVGO | Broadcom Inc. | $3.4M | 0.7% | +10% | 84.5 |
| 51 |  $LUV | SOUTHWEST AIRLINES CO | $3.3M | 0.7% | NEW | 55.9 |
| 52 |  $NUE | NUCOR CORP | $3.3M | 0.7% | +298% | 61.7 |
| 53 |  $FCFS | FirstCash Holdings, Inc. | $3.2M | 0.7% | -3% | 69.3 |
| 54 |  $VLO | VALERO ENERGY CORP/TX | $3.2M | 0.7% | +9% | 57.8 |
| 55 |  $IVZ | Invesco Ltd. | $3.1M | 0.6% | +39% | — |
| 56 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $3.1M | 0.6% | -2% | 71.6 |
| 57 |  $STLD | STEEL DYNAMICS INC | $3.0M | 0.6% | +753% | 57.7 |
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.0M | 0.6% | +3% | — |
| 59 |  $LLY | ELI LILLY & Co | $3.0M | 0.6% | +5% | 87.5 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $3.0M | 0.6% | +95% | 86.2 |
| 61 |  $TKR | TIMKEN CO | $2.9M | 0.6% | NEW | 54.4 |
| 62 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $2.9M | 0.6% | -4% | — |
| 63 |  $MRK | Merck & Co., Inc. | $2.9M | 0.6% | +3% | 59.9 |
| 64 |  $MCY | MERCURY GENERAL CORP | $2.8M | 0.6% | NEW | 76.6 |
| 65 |  $AMZN | AMAZON COM INC | $2.8M | 0.6% | +11% | 68.7 |
| 66 | — | ISHARES TR - RUSSELL 2000 ETF | $2.8M | 0.6% | NEW | — |
| 67 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $2.7M | 0.6% | -0% | 52.1 |
| 68 |  $ALSN | Allison Transmission Holdings Inc | $2.7M | 0.5% | -2% | 66.8 |
| 69 |  $PG | PROCTER & GAMBLE Co | $2.7M | 0.5% | +7% | 64.6 |
| 70 |  $EVR | Evercore Inc. | $2.6M | 0.5% | +7% | 76.9 |
| 71 |  $JHG | Janus Henderson Group Ltd. | $2.6M | 0.5% | -4% | — |
| 72 | — | ISHARES TR - MSCI EAFE ETF | $2.5M | 0.5% | NEW | — |
| 73 |  $R | RYDER SYSTEM INC | $2.5M | 0.5% | NEW | 57.8 |
| 74 |  $BWA | BORGWARNER INC | $2.4M | 0.5% | NEW | 56 |
| 75 |  $FERG | Ferguson Enterprises Inc. /DE/ | $2.4M | 0.5% | -1% | 52.2 |
| 76 | — | ISHARES INC - MSCI TAIWAN ETF | $2.4M | 0.5% | +0% | — |
| 77 |  $NTAP | NetApp, Inc. | $2.2M | 0.5% | NEW | 66.8 |
| 78 |  $V | VISA INC. | $2.1M | 0.4% | +12% | 82.9 |
| 79 |  $GWW | W.W. GRAINGER, INC. | $2.1M | 0.4% | +0% | 61.8 |
| 80 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.4% | +13% | 70.3 |
| 81 |  $FDX | FEDEX CORP | $2.0M | 0.4% | +7% | 60.3 |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $2.0M | 0.4% | +4% | 57.9 |
| 83 | — | ISHARES TR - MSCI POLAND ETF | $1.9M | 0.4% | -0% | — |
| 84 | $IVZ | Invesco Ltd. | $1.9M | 0.4% | -9% | — |
| 85 |  $STX | Seagate Technology Holdings plc | $1.8M | 0.4% | +38% | — |
| 86 | — | ISHARES INC - MSCI THAILND ETF | $1.8M | 0.4% | NEW | — |
| 87 |  $WDC | WESTERN DIGITAL CORP | $1.7M | 0.3% | +8% | 80.7 |
| 88 |  $ABBV | AbbVie Inc. | $1.6M | 0.3% | +5% | 72.6 |
| 89 |  $META | Meta Platforms, Inc. | $1.6M | 0.3% | +12% | 79.6 |
| 90 |  $KO | COCA COLA CO | $1.6M | 0.3% | +6% | 69.5 |
| 91 |  $GOOGL | Alphabet Inc. | $1.6M | 0.3% | +16% | 78.2 |
| 92 |  $GILD | GILEAD SCIENCES, INC. | $1.5M | 0.3% | -56% | 57.4 |
| 93 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 73.8 |
| 94 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +180% | 73.8 |
| 95 |  $HD | HOME DEPOT, INC. | $1.5M | 0.3% | -1% | 60.3 |
| 96 |  $DINO | HF Sinclair Corp | $1.5M | 0.3% | NEW | 58.7 |
| 97 | $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.3% | +1% | 66.8 |
| 98 | $ED | CONSOLIDATED EDISON INC | $1.4M | 0.3% | +7% | 67.3 |
| 99 |  $MCK | MCKESSON CORP | $1.3M | 0.3% | -68% | 63.4 |
| 100 |  $PM | Philip Morris International Inc. | $1.3M | 0.3% | +8% | 75.9 |
| 101 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.2M | 0.2% | NEW | — |
| 102 |  $MUSA | Murphy USA Inc. | $1.2M | 0.2% | +0% | 52.7 |
| 103 | — | ISHARES TR - RUS 1000 VAL ETF | $1.2M | 0.2% | +394% | — |
| 104 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.2% | +6% | 68.7 |
| 105 |  $TFC | TRUIST FINANCIAL CORP | $1.1M | 0.2% | +3% | 76.4 |
| 106 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.2% | -0% | 67.6 |
| 107 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.2% | +0% | 73.8 |
| 108 | — | ISHARES TR - CORE S&P500 ETF | $1.0M | 0.2% | NEW | — |
| 109 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.0M | 0.2% | NEW | — |
| 110 | — | ISHARES TR - MSCI EMG MKT ETF | $1.0M | 0.2% | NEW | — |
| 111 |  $CVX | CHEVRON CORP | $988,083 | 0.2% | +5% | 62.8 |
| 112 |  $WFC | WELLS FARGO & COMPANY/MN | $963,004 | 0.2% | +28% | 61.8 |
| 113 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $953,697 | 0.2% | NEW | — |
| 114 |  $SCI | SERVICE CORP INTERNATIONAL | $946,836 | 0.2% | +0% | 68.9 |
| 115 |  $AMGN | AMGEN INC | $946,570 | 0.2% | -2% | 79.2 |
| 116 |  $SO | SOUTHERN CO | $923,270 | 0.2% | NEW | 62 |
| 117 |  $DUK | Duke Energy CORP | $903,401 | 0.2% | +22% | 56.4 |
| 118 |  $IRM | IRON MOUNTAIN INC | $903,001 | 0.2% | +101% | 62.9 |
| 119 |  $C | CITIGROUP INC | $892,805 | 0.2% | +7% | 65 |
| 120 |  $ORLY | O REILLY AUTOMOTIVE INC | $858,831 | 0.2% | +2% | 67.4 |
| 121 |  $MA | Mastercard Inc | $845,526 | 0.2% | -4% | 85.1 |
| 122 |  $GEV | GE Vernova Inc. | $824,752 | 0.2% | +7% | 81.1 |
| 123 |  $COST | COSTCO WHOLESALE CORP /NEW | $819,470 | 0.2% | -9% | 66.2 |
| 124 | — | SPDR SERIES TRUST - ST STR SP METAL | $802,403 | 0.2% | NEW | — |
| 125 |  $NVS | NOVARTIS AG | $795,511 | 0.2% | +0% | — |
| 126 |  $NFLX | NETFLIX INC | $768,335 | 0.1% | -4% | 78.8 |
| 127 |  $BMY | BRISTOL MYERS SQUIBB CO | $741,397 | 0.1% | +41% | 70.4 |
| 128 |  $DOV | DOVER Corp | $739,703 | 0.1% | -2% | 58.1 |
| 129 |  $MPC | Marathon Petroleum Corp | $733,076 | 0.1% | +6% | 61 |
| 130 |  $PHM | PULTEGROUP INC/MI/ | $729,683 | 0.1% | +0% | 55.3 |
| 131 | — | ISHARES TR - CORE US AGGBD ET | $728,105 | 0.1% | NEW | — |
| 132 |  $HSBC | HSBC HOLDINGS PLC | $726,107 | 0.1% | +0% | — |
| 133 |  $RLGT | RADIANT LOGISTICS, INC | $723,690 | 0.1% | +0% | 49.7 |
| 134 |  $ETN | Eaton Corp plc | $717,164 | 0.1% | +2% | — |
| 135 |  $SNPS | SYNOPSYS INC | $705,683 | 0.1% | -1% | 67.9 |
| 136 |  $GLD | SPDR GOLD TRUST | $705,079 | 0.1% | NEW | — |
| 137 |  $MO | ALTRIA GROUP, INC. | $692,361 | 0.1% | +88% | 67.4 |
| 138 |  $CMI | CUMMINS INC | $684,682 | 0.1% | +70% | 58.1 |
| 139 |  $PGR | PROGRESSIVE CORP/OH/ | $667,365 | 0.1% | -81% | 80.1 |
| 140 |  $ARCC | ARES CAPITAL CORP | $659,528 | 0.1% | -1% | — |
| 141 |  $WEC | WEC ENERGY GROUP, INC. | $650,642 | 0.1% | +63% | 60.1 |
| 142 |  $GS | GOLDMAN SACHS GROUP INC | $644,571 | 0.1% | +6% | 73.5 |
| 143 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $621,796 | 0.1% | NEW | — |
| 144 |  $GLW | CORNING INC /NY | $602,559 | 0.1% | NEW | 73.7 |
| 145 |  $PLTR | Palantir Technologies Inc. | $601,551 | 0.1% | -8% | 84.6 |
| 146 |  $NEM | NEWMONT Corp /DE/ | $593,837 | 0.1% | +12% | 86.8 |
| 147 | — | ISHARES TR - NATIONAL MUN ETF | $593,309 | 0.1% | NEW | — |
| 148 |  $ORCL | ORACLE CORP | $592,294 | 0.1% | +1% | 66.2 |
| 149 |  $URI | UNITED RENTALS, INC. | $590,236 | 0.1% | +29% | 63.9 |
| 150 |  $ACGL | ARCH CAPITAL GROUP LTD. | $582,069 | 0.1% | -1% | — |
| 151 |  $VICI | VICI PROPERTIES INC. | $560,364 | 0.1% | NEW | 65.8 |
| 152 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | $558,911 | 0.1% | NEW | — |
| 153 |  $TTE | TotalEnergies SE | $554,973 | 0.1% | -1% | 50.6 |
| 154 | — | ISHARES TR - CORE S&P US VLU | $554,715 | 0.1% | NEW | — |
| 155 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $546,698 | 0.1% | NEW | — |
| 156 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $544,324 | 0.1% | NEW | — |
| 157 |  $NEE | NEXTERA ENERGY INC | $528,307 | 0.1% | -22% | 64.6 |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $512,363 | 0.1% | NEW | 79.8 |
| 159 |  $SPG | SIMON PROPERTY GROUP INC. | $510,885 | 0.1% | -31% | 76.7 |
| 160 |  $TSLA | Tesla, Inc. | $509,347 | 0.1% | -10% | 53.9 |
| 161 |  $BKNG | Booking Holdings Inc. | $506,744 | 0.1% | +2156% | 58.5 |
| 162 |  $FDUS | FIDUS INVESTMENT Corp | $504,592 | 0.1% | +39% | — |
| 163 |  $COR | Cencora, Inc. | $502,572 | 0.1% | +14% | 61.1 |
| 164 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $496,949 | 0.1% | +38% | — |
| 165 |  $LMT | LOCKHEED MARTIN CORP | $492,618 | 0.1% | -2% | 65.6 |
| 166 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $488,492 | 0.1% | +0% | — |
| 167 |  $TRV | TRAVELERS COMPANIES, INC. | $485,913 | 0.1% | +17% | 75.9 |
| 168 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $483,916 | 0.1% | +0% | — |
| 169 |  $HCXY | Hercules Capital, Inc. | $480,070 | 0.1% | -1% | — |
| 170 |  $BXSL | Blackstone Secured Lending Fund | $479,487 | 0.1% | +40% | — |
| 171 |  $APLE | Apple Hospitality REIT, Inc. | $479,169 | 0.1% | +73% | 55.2 |
| 172 |  $PH | Parker-Hannifin Corp | $476,635 | 0.1% | +0% | 65.8 |
| 173 |  $MLI | MUELLER INDUSTRIES INC | $476,354 | 0.1% | +1% | 68.7 |
| 174 |  $WELL | WELLTOWER INC. | $471,322 | 0.1% | -2% | 59.8 |
| 175 |  $O | REALTY INCOME CORP | $462,903 | 0.1% | +103% | 73.7 |
| 176 |  $INTC | INTEL CORP | $459,345 | 0.1% | NEW | 45.6 |
| 177 |  $ITW | ILLINOIS TOOL WORKS INC | $453,095 | 0.1% | +6% | 63.6 |
| 178 |  $BNL | Broadstone Net Lease, Inc. | $442,627 | 0.1% | +92% | 61.6 |
| 179 |  $CUBE | CubeSmart | $438,504 | 0.1% | NEW | 62.1 |
| 180 |  $AZN | ASTRAZENECA PLC | $425,318 | 0.1% | +16% | — |
| 181 |  $WPC | W. P. Carey Inc. | $425,139 | 0.1% | NEW | 65.9 |
| 182 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $421,400 | 0.1% | +11% | 65.1 |
| 183 |  $SCCO | SOUTHERN COPPER CORP/ | $420,141 | 0.1% | +29% | 83.1 |
| 184 |  $PKG | PACKAGING CORP OF AMERICA | $419,373 | 0.1% | +0% | 63 |
| 185 |  $COF | CAPITAL ONE FINANCIAL CORP | $418,789 | 0.1% | +32% | 62.4 |
| 186 |  $UI | Ubiquiti Inc. | $417,611 | 0.1% | -89% | 78.3 |
| 187 |  $AFL | AFLAC INC | $414,792 | 0.1% | +3% | 61.3 |
| 188 |  $VZ | VERIZON COMMUNICATIONS INC | $414,128 | 0.1% | -44% | 65.8 |
| 189 |  $UNH | UNITEDHEALTH GROUP INC | $392,516 | 0.1% | NEW | 62.7 |
| 190 |  $BNY | Bank of New York Mellon Corp | $387,292 | 0.1% | +0% | 74.1 |
| 191 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $386,316 | 0.1% | NEW | — |
| 192 |  $MCD | MCDONALDS CORP | $385,885 | 0.1% | -17% | 69 |
| 193 |  $AXP | AMERICAN EXPRESS CO | $380,285 | 0.1% | +20% | 69.4 |
| 194 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $377,373 | 0.1% | NEW | — |
| 195 |  $CCI | CROWN CASTLE INC. | $374,636 | 0.1% | NEW | 61.7 |
| 196 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $371,942 | 0.1% | +1% | — |
| 197 | — | ISHARES TR - RUS MID CAP ETF | $367,917 | 0.1% | NEW | — |
| 198 |  $AZO | AUTOZONE INC | $367,533 | 0.1% | +29% | 66.2 |
| 199 |  $LOW | LOWES COMPANIES INC | $366,408 | 0.1% | +20% | 60.8 |
| 200 |  $KMI | KINDER MORGAN, INC. | $365,737 | 0.1% | +1% | 71.3 |
| 201 |  $CB | Chubb Ltd | $355,617 | 0.1% | NEW | — |
| 202 |  $TSLX | Sixth Street Specialty Lending, Inc. | $354,784 | 0.1% | +14% | — |
| 203 |  $RIO | RIO TINTO PLC | $341,463 | 0.1% | +36% | — |
| 204 | — | ISHARES TR - EAFE VALUE ETF | $337,968 | 0.1% | NEW | — |
| 205 |  $BAC | BANK OF AMERICA CORP /DE/ | $334,337 | 0.1% | +8% | 67.6 |
| 206 |  $IDCC | InterDigital, Inc. | $326,732 | 0.1% | -2% | 65 |
| 207 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $323,532 | 0.1% | +0% | 61.7 |
| 208 |  $JKHY | JACK HENRY & ASSOCIATES INC | $323,180 | 0.1% | +1% | 66.2 |
| 209 |  $UNP | UNION PACIFIC CORP | $316,737 | 0.1% | +22% | 69.7 |
| 210 |  $FBP | FIRST BANCORP /PR/ | $316,672 | 0.1% | +0% | 57.9 |
| 211 |  $AU | AngloGold Ashanti PLC | $306,735 | 0.1% | -93% | — |
| 212 |  $CBOE | Cboe Global Markets, Inc. | $300,425 | 0.1% | +0% | 79.2 |
| 213 |  $VALE | Vale S.A. | $289,099 | 0.1% | +0% | — |
| 214 |  $CIEN | CIENA CORP | $285,996 | 0.1% | NEW | 72.9 |
| 215 |  $TER | TERADYNE, INC | $285,466 | 0.1% | NEW | 77.3 |
| 216 | — | ISHARES TR - MSCI ACWI EX US | $285,184 | 0.1% | NEW | — |
| 217 |  $GSK | GSK plc | $275,572 | 0.1% | +0% | — |
| 218 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $271,442 | 0.1% | +2% | 70 |
| 219 |  $WRB | BERKLEY W R CORP | $271,399 | 0.1% | NEW | 68.6 |
| 220 |  $FICO | FAIR ISAAC CORP | $268,826 | 0.1% | -11% | 77.7 |
| 221 |  $LIN | LINDE PLC | $266,216 | 0.1% | +24% | — |
| 222 |  $IBP | Installed Building Products, Inc. | $261,788 | 0.1% | -19% | 56.3 |
| 223 |  $KTB | Kontoor Brands, Inc. | $260,271 | 0.1% | +5% | 66 |
| 224 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $260,200 | 0.1% | NEW | — |
| 225 | — | ISHARES TR - RUS MD CP GR ETF | $257,242 | 0.1% | NEW | — |
| 226 |  $FOXA | Fox Corp | $254,958 | 0.1% | -14% | 64.5 |
| 227 |  $DLX | DELUXE CORP | $253,128 | 0.1% | -7% | 53.1 |
| 228 |  $MMM | 3M CO | $249,018 | 0.1% | -4% | 64.9 |
| 229 |  $AROC | Archrock, Inc. | $247,354 | 0.1% | +0% | 72 |
| 230 |  $HCA | HCA Healthcare, Inc. | $244,996 | 0.1% | -86% | 68.9 |
| 231 |  $BLK | BlackRock, Inc. | $244,387 | 0.1% | -25% | 70 |
| 232 |  $MUR | MURPHY OIL CORP | $243,581 | 0.1% | +0% | 55.1 |
| 233 |  $EMR | EMERSON ELECTRIC CO | $240,340 | 0.1% | +0% | 65.3 |
| 234 |  $ES | EVERSOURCE ENERGY | $240,081 | 0.1% | +8% | 66.1 |
| 235 |  $PEP | PEPSICO INC | $239,093 | 0.1% | -27% | 63.4 |
| 236 |  $VTR | Ventas, Inc. | $238,339 | 0.1% | -50% | 62.5 |
| 237 |  $EBAY | EBAY INC | $238,251 | 0.1% | NEW | 66.4 |
| 238 |  $SYF | Synchrony Financial | $238,113 | 0.1% | NEW | 64 |
| 239 |  $HWM | Howmet Aerospace Inc. | $236,328 | 0.1% | +0% | 73.9 |
| 240 |  $SLB | SLB LIMITED/NV | $236,081 | 0.1% | NEW | 57.9 |
| 241 |  $USB | US BANCORP \DE\ | $231,876 | 0.1% | NEW | 65.3 |
| 242 |  $COKE | Coca-Cola Consolidated, Inc. | $226,903 | 0.1% | +0% | 63.4 |
| 243 | — | ISHARES TR - ESG SELECT SCRE | $224,093 | 0.1% | NEW | — |
| 244 |  $COP | CONOCOPHILLIPS | $223,817 | 0.1% | NEW | 70.2 |
| 245 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $220,692 | 0.0% | +4% | 54.9 |
| 246 |  $SLV | iShares Silver Trust | $220,029 | 0.0% | NEW | — |
| 247 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $219,459 | 0.0% | NEW | 58.7 |
| 248 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $219,228 | 0.0% | NEW | — |
| 249 |  $CTAS | CINTAS CORP | $219,063 | 0.0% | +4% | 68.7 |
| 250 | — | PROSHARES TR - ULTRAPRO QQQ | $217,914 | 0.0% | NEW | — |
| 251 |  $FCX | FREEPORT-MCMORAN INC | $216,926 | 0.0% | -2% | 62 |
| 252 | — | AMERICAN BEACON SELECT FUNDS - GLG NAT RES ETF | $213,523 | 0.0% | NEW | — |
| 253 |  $YUM | YUM BRANDS INC | $212,294 | 0.0% | NEW | 73.7 |
| 254 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $211,960 | 0.0% | NEW | — |
| 255 |  $PFE | PFIZER INC | $210,925 | 0.0% | NEW | 62 |
| 256 |  $DHT | DHT Holdings, Inc. | $210,113 | 0.0% | -4% | — |
| 257 |  $UMBF | UMB FINANCIAL CORP | $205,146 | 0.0% | NEW | 77.3 |
| 258 |  $SBUX | STARBUCKS CORP | $203,767 | 0.0% | NEW | 58.2 |
| 259 |  $CL | COLGATE PALMOLIVE CO | $201,620 | 0.0% | NEW | 61.3 |
| 260 |  $VTIX | Virtuix Holdings Inc. | $102,343 | 0.0% | +0% | 20.1 |
| 261 |  $RES | RPC INC | $97,081 | 0.0% | -17% | 48.9 |
| 262 |  $ABEV | AMBEV S.A. | $35,077 | 0.0% | +0% | — |
New Positions (66)
ISHARES TR - RUS 2000 GRW ETF$7.7M
ISHARES TR - ISHARES SEMICDTR$7.5M
ISHARES TR - U.S. PHARMA ETF$6.0M
ISHARES TR - US REGNL BKS ETF$5.8M
ISHARES TR - FLTG RATE NT ETF$5.1M
$LUV SOUTHWEST AIRLINES CO$3.3M$TKR TIMKEN CO$2.9M$MCY MERCURY GENERAL CORP$2.8M ISHARES TR - RUSSELL 2000 ETF$2.8M
ISHARES TR - MSCI EAFE ETF$2.5M
$R RYDER SYSTEM INC$2.5M$BWA BORGWARNER INC$2.4M$NTAP NetApp, Inc.$2.2M ISHARES INC - MSCI THAILND ETF$1.8M
$DINO HF Sinclair Corp$1.5M
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