Teamwork Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1629931
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.1B
incl. option notional
Equity Holdings
ⓘ$1.1B
Option Notional
ⓘ$30.8M
$0 puts / $30.8M calls
Holdings
215
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Teamwork Financial Advisors, LLC disclosed 215 positions worth $1.1B in its Form 13F-HR for Q2 2026 — $1.1B in common stock plus $30.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 4.2% of the equity portfolio, followed by $AMZN. During the quarter the fund opened 27 new positions and exited 28 — including a new stake in $LLY and a full exit from $PPG. The portfolio is most concentrated in Technology (33.5% of disclosed assets). All figures are sourced directly from Teamwork Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1629931.
AI Fund Analysis
Stable
$AAPL4.2% weight
Held 10 quarters
$AMZN3.8% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
3.5% weight
Held 10 quarters
$NVDA3.1% weight
Held 10 quarters
$GOOG2.3% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
$ADBE7 quarters accumulating
$CRM6 quarters accumulating
ISHARES TR - CORE DIV GRWT
6 quarters accumulating
$HOOD5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$XOM.R34088CALL$8M notional
$AMZNCALL$6M notional
$AAPLCALL$6M notional
$NVDACALL$4M notional
$VLOCALL$1M notional
$METACALL$1M notional
$BRK.BCALL$550K notional
$SYYCALL$527K notional
$CVXCALL$464K notional
$TSLACALL$336K notional
$MNSTCALL$279K notional
$JPMCALL$262K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$45.1M156,029 sh - 68.7#300
Quality
$40.1M168,407 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$37.2M405,781 sh- 85.9
Quality
$33.6M167,945 sh CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$28.1M569,657 shTIDAL TRUST III - FUND GRA MID ETF
—Quality
$26.0M825,676 sh- 78.2
Quality
$24.5M68,458 sh - 79.8
Quality
$24.2M41,602 sh SPDR SERIES TRUST - ST STR SP AERO
—Quality
$24.0M84,616 shGLOBAL X FDS - US INFR DEV ETF
—Quality
$23.7M403,005 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $45.1M | 156,029 |
| AMAZON COM INC$AMZN | 68.7#300 | $40.1M | 168,407 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $37.2M | 405,781 |
| NVIDIA CORP$NVDA | 85.9 | $33.6M | 167,945 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $28.1M | 569,657 |
| TIDAL TRUST III - FUND GRA MID ETF | — | $26.0M | 825,676 |
| Alphabet Inc.$GOOG | 78.2 | $24.5M | 68,458 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $24.2M | 41,602 |
| SPDR SERIES TRUST - ST STR SP AERO | — | $24.0M | 84,616 |
| GLOBAL X FDS - US INFR DEV ETF | — | $23.7M | 403,005 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Teamwork Financial Advisors, LLC's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Technology
$359.0M
Other
$255.6M
Financials
$122.8M
Industrials
$93.7M
Consumer Discretionary
$69.1M
Materials
$48.4M
Energy
$35.1M
Healthcare
$30.9M
Full Holdings — Teamwork Financial Advisors, LLC (Q2 2026)
All 215 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 | $AAPL | Apple Inc. | $45.1M | 4.2% | +2% | 76.4 |
| 2 | $AMZN | AMAZON COM INC | $40.1M | 3.8% | -6% | 68.7 |
| 3 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $37.2M | 3.5% | +65% | — |
| 4 | $NVDA | NVIDIA CORP | $33.6M | 3.1% | -2% | 85.9 |
| 5 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $28.1M | 2.6% | +5% | — |
| 6 | — | TIDAL TRUST III - FUND GRA MID ETF | $26.0M | 2.4% | +3% | — |
| 7 | $GOOG | Alphabet Inc. | $24.5M | 2.3% | +0% | 78.2 |
| 8 | $AMD | ADVANCED MICRO DEVICES INC | $24.2M | 2.3% | -53% | 79.8 |
| 9 | — | SPDR SERIES TRUST - ST STR SP AERO | $24.0M | 2.2% | +13% | — |
| 10 | — | GLOBAL X FDS - US INFR DEV ETF | $23.7M | 2.2% | +12% | — |
| 11 |  $MSFT | MICROSOFT CORP | $23.2M | 2.2% | -2% | 79.8 |
| 12 | $HOOD | Robinhood Markets, Inc. | $21.9M | 2.0% | +3% | 82.1 |
| 13 | — | PACER FDS TR - DEVELOPED MRKT | $20.8M | 1.9% | +9% | — |
| 14 |  $KLAC | KLA CORP | $20.7M | 1.9% | +698% | 78.6 |
| 15 |  $TSLA | Tesla, Inc. | $19.7M | 1.8% | +13% | 53.9 |
| 16 |  $META | Meta Platforms, Inc. | $19.4M | 1.8% | +7% | 79.6 |
| 17 |  $GEV | GE Vernova Inc. | $18.7M | 1.7% | -15% | 81.1 |
| 18 |  $ANET | Arista Networks, Inc. | $17.7M | 1.6% | -11% | 81.9 |
| 19 |  $PWR | QUANTA SERVICES, INC. | $16.7M | 1.6% | -13% | 72.1 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $16.2M | 1.5% | -3% | 70.7 |
| 21 |  $CAT | CATERPILLAR INC | $15.8M | 1.5% | -13% | 66.5 |
| 22 |  $NOW | ServiceNow, Inc. | $15.4M | 1.4% | +389% | 72.9 |
| 23 |  $AVGO | Broadcom Inc. | $14.5M | 1.4% | -10% | 84.5 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.2M | 1.3% | +1% | 66.2 |
| 25 |  $GE | GENERAL ELECTRIC CO | $14.0M | 1.3% | +7% | 73.8 |
| 26 |  $GS | GOLDMAN SACHS GROUP INC | $13.7M | 1.3% | -5% | 73.5 |
| 27 |  $DE | DEERE & CO | $13.6M | 1.3% | +16% | 55.4 |
| 28 |  $NFLX | NETFLIX INC | $13.4M | 1.3% | +4% | 78.8 |
| 29 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $13.3M | 1.2% | +11% | 73.7 |
| 30 |  $AXP | AMERICAN EXPRESS CO | $13.1M | 1.2% | +5% | 69.4 |
| 31 |  $UNH | UNITEDHEALTH GROUP INC | $13.0M | 1.2% | +1855% | 62.7 |
| 32 |  $MNST | Monster Beverage Corp | $12.8M | 1.2% | +0% | 71.3 |
| 33 |  $LLY | ELI LILLY & Co | $12.8M | 1.2% | NEW | 87.5 |
| 34 |  $TPL | Texas Pacific Land Corp | $12.6M | 1.2% | +94% | 73 |
| 35 |  $ETN | Eaton Corp plc | $12.5M | 1.2% | -6% | — |
| 36 |  $PKG | PACKAGING CORP OF AMERICA | $12.4M | 1.1% | +13% | 63 |
| 37 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $12.4M | 1.1% | +23% | — |
| 38 |  $PLTR | Palantir Technologies Inc. | $12.4M | 1.1% | +8% | 84.6 |
| 39 |  $UNP | UNION PACIFIC CORP | $12.0M | 1.1% | +9% | 69.7 |
| 40 |  $BNY | Bank of New York Mellon Corp | $12.0M | 1.1% | -14% | 74.1 |
| 41 |  $PM | Philip Morris International Inc. | $11.9M | 1.1% | +2663% | 75.9 |
| 42 |  $TJX | TJX COMPANIES INC /DE/ | $11.9M | 1.1% | +9% | 68.7 |
| 43 |  $VST | Vistra Corp. | $11.7M | 1.1% | -1% | 71.9 |
| 44 |  $APD | Air Products & Chemicals, Inc. | $11.6M | 1.1% | +3% | 46.4 |
| 45 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $11.6M | 1.1% | -20% | 72.6 |
| 46 |  $OKE | ONEOK INC /NEW/ | $11.0M | 1.0% | +3% | 71.7 |
| 47 |  $MP | MP Materials Corp. / DE | $10.6M | 1.0% | NEW | 34.2 |
| 48 |  $ORCL | ORACLE CORP | $10.4M | 1.0% | +330% | 66.2 |
| 49 |  $XOM.R34088 | EXXON MOBIL CORP | $10.4M | 1.0% | -0% | 57.9 |
| 50 |  $CF | CF Industries Holdings, Inc. | $10.1M | 0.9% | NEW | 77.4 |
| 51 | — | TIDAL TRUST I - FUND GRAN US ETF | $8.5M | 0.8% | -0% | — |
| 52 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $8.3M | 0.8% | +6% | — |
| 53 |  $V | VISA INC. | $8.2M | 0.8% | +3% | 82.9 |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.2M | 0.8% | -6% | — |
| 55 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $8.0M | 0.8% | NEW | — |
| 56 | $XOM.R34088CALL | EXXON MOBIL CORP | $8.0M | — | +0% | 57.9 |
| 57 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $7.4M | 0.7% | -1% | — |
| 58 |  $MU | MICRON TECHNOLOGY INC | $6.4M | 0.6% | +51% | 86.2 |
| 59 | $AMZNCALL | AMAZON COM INC | $6.0M | — | -19% | 68.7 |
| 60 | $AAPLCALL | Apple Inc. | $5.6M | — | -20% | 76.4 |
| 61 |  $GOOGL | Alphabet Inc. | $5.5M | 0.5% | -1% | 78.2 |
| 62 |  $VLO | VALERO ENERGY CORP/TX | $4.8M | 0.5% | -20% | 57.8 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $4.8M | 0.5% | +7% | — |
| 64 |  $SOFI | SoFi Technologies, Inc. | $4.5M | 0.4% | +17% | 62.4 |
| 65 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $4.4M | 0.4% | +5% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.9M | 0.4% | +1% | — |
| 67 | $NVDACALL | NVIDIA CORP | $3.8M | — | -54% | 85.9 |
| 68 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.5M | 0.3% | -0% | 61.4 |
| 69 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $3.4M | 0.3% | -18% | — |
| 70 |  $LAC | LITHIUM AMERICAS CORP. | $3.4M | 0.3% | +4% | — |
| 71 | — | GLOBAL X FDS - GLB X MLP ENRG I | $3.4M | 0.3% | +3% | — |
| 72 |  $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 0.3% | +71% | 72.3 |
| 73 | $ADBE | ADOBE INC. | $3.3M | 0.3% | +16% | 77.6 |
| 74 | — | PACER FDS TR - US LRG CP CASH | $3.3M | 0.3% | -1% | — |
| 75 |  $NTRA | Natera, Inc. | $2.9M | 0.3% | NEW | 53.5 |
| 76 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $2.7M | 0.3% | +5% | — |
| 77 | — | TIDAL TRUST I - SOFI SELECT 500 | $2.7M | 0.3% | -3% | — |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.3% | -2% | 73.8 |
| 79 |  $CRWD | CrowdStrike Holdings, Inc. | $2.6M | 0.3% | -89% | 67.7 |
| 80 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.3M | 0.2% | -1% | — |
| 81 |  $FANG | Diamondback Energy, Inc. | $2.2M | 0.2% | -1% | 76.1 |
| 82 |  $UBER | Uber Technologies, Inc | $2.2M | 0.2% | +5% | 73.5 |
| 83 | $CRM | Salesforce, Inc. | $2.0M | 0.2% | +17% | 77 |
| 84 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.0M | 0.2% | +2% | — |
| 85 | — | PACER FDS TR - METAURUS CAP 400 | $1.9M | 0.2% | +7% | — |
| 86 |  $ALAB | Astera Labs, Inc. | $1.9M | 0.2% | -38% | 75.1 |
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.2% | +0% | — |
| 88 | — | PACER FDS TR - DATA & DIGI REVO | $1.8M | 0.2% | +4% | — |
| 89 |  $PATH | UiPath, Inc. | $1.8M | 0.2% | +6% | 69.9 |
| 90 | — | BITMINE IMMERSION TECHS INC - COM NEW | $1.8M | 0.2% | +39% | — |
| 91 |  $NBIS | Nebius Group N.V. | $1.7M | 0.2% | -35% | — |
| 92 | — | TEMA ETF TRUST - ELECTRIFICATION | $1.7M | 0.2% | +4% | — |
| 93 |  $MSTR | Strategy Inc | $1.7M | 0.2% | +25% | 17.9 |
| 94 | — | ISHARES TR - CORE DIV GRWTH | $1.7M | 0.2% | +5% | — |
| 95 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.5M | 0.1% | -79% | 62.9 |
| 96 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | +0% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.4M | 0.1% | +2% | — |
| 98 |  $MELI | MERCADOLIBRE INC | $1.2M | 0.1% | +52% | 80.2 |
| 99 | $VLOCALL | VALERO ENERGY CORP/TX | $1.2M | — | NEW | 57.8 |
| 100 | — | ISHARES TR - CORE S&P500 ETF | $1.2M | 0.1% | -37% | — |
| 101 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -89% | 62.8 |
| 102 |  $CRWV | CoreWeave, Inc. | $1.1M | 0.1% | NEW | 52.2 |
| 103 | — | ISHARES TR - CORE HIGH DV ETF | $1.1M | 0.1% | +392% | — |
| 104 | $METACALL | Meta Platforms, Inc. | $1.0M | — | +50% | 79.6 |
| 105 |  $IREN | IREN Ltd | $1.0M | 0.1% | +29% | 46.3 |
| 106 |  $O | REALTY INCOME CORP | $982,531 | 0.1% | +9% | 73.7 |
| 107 | — | ISHARES INC - US PWR INFRA ETF | $875,260 | 0.1% | -2% | — |
| 108 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $858,828 | 0.1% | +1% | 56.5 |
| 109 |  $PANW | Palo Alto Networks Inc | $748,197 | 0.1% | -84% | 65.5 |
| 110 |  $VICI | VICI PROPERTIES INC. | $710,596 | 0.1% | +8% | 65.8 |
| 111 |  $ASML | ASML HOLDING NV | $710,377 | 0.1% | -1% | — |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $659,739 | 0.1% | +5% | 70 |
| 113 |  $WMT | Walmart Inc. | $646,522 | 0.1% | -4% | 60.2 |
| 114 | — | ISHARES TR - MSCI USA MMENTM | $583,515 | 0.1% | +0% | — |
| 115 |  $SPY | SPDR S&P 500 ETF TRUST | $561,148 | 0.1% | +13% | — |
| 116 |  $CACI | CACI INTERNATIONAL INC /DE/ | $556,839 | 0.1% | +0% | 65 |
| 117 | $BRK.BCALL | BERKSHIRE HATHAWAY INC | $550,429 | — | -39% | 73.8 |
| 118 |  $DELL | Dell Technologies Inc. | $548,816 | 0.1% | NEW | 71.2 |
| 119 |  $RKLB | Rocket Lab Corp | $544,031 | 0.1% | +0% | 39.9 |
| 120 |  $MO | ALTRIA GROUP, INC. | $540,920 | 0.1% | -0% | 67.4 |
| 121 |  $HD | HOME DEPOT, INC. | $537,296 | 0.1% | +64% | 60.3 |
| 122 |  $EPR | EPR PROPERTIES | $537,288 | 0.1% | -4% | 52.3 |
| 123 |  $SYY | SYSCO CORP | $527,808 | 0.1% | NEW | 54.7 |
| 124 | $SYYCALL | SYSCO CORP | $526,554 | — | NEW | 54.7 |
| 125 |  $GLD | SPDR GOLD TRUST | $525,678 | 0.1% | +10% | — |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $518,553 | 0.1% | -1% | 65.8 |
| 127 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $516,967 | 0.1% | +10% | — |
| 128 |  $ABBV | AbbVie Inc. | $505,287 | 0.1% | +2% | 72.6 |
| 129 |  $WPC | W. P. Carey Inc. | $495,602 | 0.1% | -4% | 65.9 |
| 130 |  $PSX | Phillips 66 | $494,713 | 0.1% | +0% | 57.8 |
| 131 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $491,949 | 0.1% | -4% | — |
| 132 | — | ISHARES TR - CORE S&P SCP ETF | $469,222 | 0.0% | -4% | — |
| 133 |  $T | AT&T INC. | $466,958 | 0.0% | -3% | 65.7 |
| 134 | — | SPDR SERIES TRUST - ST STR P500GRW | $465,139 | 0.0% | -1% | — |
| 135 | $CVXCALL | CHEVRON CORP | $464,128 | — | -63% | 62.8 |
| 136 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $452,967 | 0.0% | +0% | — |
| 137 |  $IRM | IRON MOUNTAIN INC | $452,547 | 0.0% | +0% | 62.9 |
| 138 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $450,889 | 0.0% | -16% | — |
| 139 | — | PACER FDS TR - US CASH COWS 100 | $449,785 | 0.0% | -17% | — |
| 140 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $443,178 | 0.0% | +0% | — |
| 141 |  $KMI | KINDER MORGAN, INC. | $437,256 | 0.0% | +0% | 71.3 |
| 142 |  $IAU | ISHARES GOLD TRUST | $414,928 | 0.0% | -2% | — |
| 143 |  $ISRG | INTUITIVE SURGICAL INC | $407,223 | 0.0% | -9% | 79.9 |
| 144 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $406,706 | 0.0% | -2% | — |
| 145 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $400,564 | 0.0% | +7% | — |
| 146 |  $JNJ | JOHNSON & JOHNSON | $398,221 | 0.0% | +4% | 69 |
| 147 | — | ALPS ETF TR - ALERIAN MLP | $397,614 | 0.0% | -2% | — |
| 148 |  $ENB | ENBRIDGE INC | $378,712 | 0.0% | +16% | 66.7 |
| 149 |  $LYV | Live Nation Entertainment, Inc. | $373,727 | 0.0% | -0% | 52.9 |
| 150 |  $LRCX | LAM RESEARCH CORP | $370,499 | 0.0% | -38% | 79.4 |
| 151 |  $AMGN | AMGEN INC | $362,120 | 0.0% | -90% | 79.2 |
| 152 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $362,072 | 0.0% | -9% | — |
| 153 | $TSLACALL | Tesla, Inc. | $336,480 | — | -76% | 53.9 |
| 154 |  $NET | Cloudflare, Inc. | $332,357 | 0.0% | -80% | 56.4 |
| 155 |  $WWD | Woodward, Inc. | $324,186 | 0.0% | -6% | 67.3 |
| 156 |  $AXON | AXON ENTERPRISE, INC. | $322,351 | 0.0% | -32% | 56.6 |
| 157 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $318,831 | 0.0% | +0% | — |
| 158 |  $CSCO | CISCO SYSTEMS, INC. | $315,179 | 0.0% | NEW | 70.3 |
| 159 |  $ET | Energy Transfer LP | $314,709 | 0.0% | -3% | 64.4 |
| 160 |  $BA | BOEING CO | $309,335 | 0.0% | +0% | 61.6 |
| 161 |  $LMT | LOCKHEED MARTIN CORP | $292,918 | 0.0% | -5% | 65.6 |
| 162 |  $SNOW | Snowflake Inc. | $283,005 | 0.0% | NEW | 54.9 |
| 163 | $MNSTCALL | Monster Beverage Corp | $278,748 | — | -57% | 71.3 |
| 164 |  $EMR | EMERSON ELECTRIC CO | $268,264 | 0.0% | -93% | 65.3 |
| 165 |  $QCOM | QUALCOMM INC/DE | $265,264 | 0.0% | -34% | 70.5 |
| 166 | $JPMCALL | JPMORGAN CHASE & CO | $261,864 | — | -68% | 70.7 |
| 167 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $261,173 | 0.0% | -40% | — |
| 168 | $HOODCALL | Robinhood Markets, Inc. | $260,728 | — | -70% | 82.1 |
| 169 |  $ASTS | AST SpaceMobile, Inc. | $259,293 | 0.0% | NEW | 30.8 |
| 170 | — | VANGUARD WORLD FD - INF TECH ETF | $258,135 | 0.0% | NEW | — |
| 171 |  $S | SentinelOne, Inc. | $253,243 | 0.0% | +3% | 44.4 |
| 172 | — | ISHARES TR - ISHARES SEMICDTR | $251,853 | 0.0% | NEW | — |
| 173 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $251,449 | 0.0% | -30% | — |
| 174 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $249,947 | 0.0% | NEW | — |
| 175 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $244,985 | 0.0% | NEW | — |
| 176 |  $NVO | NOVO NORDISK A S | $244,062 | 0.0% | -95% | — |
| 177 |  $BTI | British American Tobacco p.l.c. | $243,519 | 0.0% | +0% | — |
| 178 |  $ATO | ATMOS ENERGY CORP | $231,875 | 0.0% | +0% | 57.6 |
| 179 |  $MLM | MARTIN MARIETTA MATERIALS INC | $231,833 | 0.0% | +1% | 62.9 |
| 180 |  $SLV | iShares Silver Trust | $230,510 | 0.0% | -2% | — |
| 181 |  $MRVL | Marvell Technology, Inc. | $229,970 | 0.0% | NEW | 76.5 |
| 182 |  $PEP | PEPSICO INC | $227,176 | 0.0% | -19% | 63.4 |
| 183 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $225,226 | 0.0% | +353% | — |
| 184 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $220,260 | 0.0% | -11% | — |
| 185 |  $MPLX | MPLX LP | $220,251 | 0.0% | +0% | 70 |
| 186 | — | ISHARES TR - RUSSELL 2000 ETF | $219,328 | 0.0% | NEW | — |
| 187 |  $KO | COCA COLA CO | $213,536 | 0.0% | -18% | 69.5 |
| 188 |  $PFE | PFIZER INC | $212,121 | 0.0% | NEW | 62 |
| 189 |  $IVZ | Invesco Ltd. | $212,080 | 0.0% | NEW | — |
| 190 |  $RTX | RTX Corp | $211,738 | 0.0% | -9% | 73.2 |
| 191 | — | ISHARES TR - CORE S&P US VLU | $210,717 | 0.0% | NEW | — |
| 192 |  $MS | MORGAN STANLEY | $207,368 | 0.0% | NEW | 75.8 |
| 193 |  $SCHW | SCHWAB CHARLES CORP | $205,113 | 0.0% | +0% | 79.4 |
| 194 |  $MA | Mastercard Inc | $204,280 | 0.0% | NEW | 85.1 |
| 195 | $AXPCALL | AMERICAN EXPRESS CO | $202,950 | — | -57% | 69.4 |
| 196 | — | PGIM ETF TR - AAA CLO ETF | $200,056 | 0.0% | NEW | — |
| 197 | $BNYCALL | Bank of New York Mellon Corp | $187,993 | — | -58% | 74.1 |
| 198 | $GECALL | GENERAL ELECTRIC CO | $186,865 | — | -64% | 73.8 |
| 199 | $GOOGLCALL | Alphabet Inc. | $176,665 | — | -83% | 78.2 |
| 200 | $PLTRCALL | Palantir Technologies Inc. | $175,005 | — | -72% | 84.6 |
| 201 | $VCALL | VISA INC. | $171,545 | — | +0% | 82.9 |
| 202 | $OKECALL | ONEOK INC /NEW/ | $156,492 | — | -57% | 71.7 |
| 203 | $ANETCALL | Arista Networks, Inc. | $152,892 | — | -55% | 81.9 |
| 204 | $CDNSCALL | CADENCE DESIGN SYSTEMS INC | $150,128 | — | -67% | 72.6 |
| 205 | $PNCCALL | PNC FINANCIAL SERVICES GROUP, INC. | $147,732 | — | NEW | 73.7 |
| 206 | $ETNCALL | Eaton Corp plc | $127,836 | — | -67% | — |
| 207 | $DECALL | DEERE & CO | $126,866 | — | NEW | 55.4 |
| 208 |  $OBDC | Blue Owl Capital Corp | $124,601 | 0.0% | +6% | — |
| 209 | $TJXCALL | TJX COMPANIES INC /DE/ | $121,200 | — | -64% | 68.7 |
| 210 | $NFLXCALL | NETFLIX INC | $99,960 | — | -70% | 78.8 |
| 211 | $VSTCALL | Vistra Corp. | $79,315 | — | -71% | 71.9 |
| 212 | $MSFTCALL | MICROSOFT CORP | $74,604 | — | -87% | 79.8 |
| 213 | $PWRCALL | QUANTA SERVICES, INC. | $72,004 | — | -89% | 72.1 |
| 214 | $AVGOCALL | Broadcom Inc. | $37,775 | — | -80% | 84.5 |
| 215 |  $FTHM | Fathom Holdings Inc. | $12,526 | 0.0% | +0% | 31.7 |
New Positions (27)
$LLY ELI LILLY & Co$12.8M$MP MP Materials Corp. / DE$10.6M$CF CF Industries Holdings, Inc.$10.1M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$8.0M$NTRA Natera, Inc.$2.9M$VLOCALL VALERO ENERGY CORP/TX$1.2M$CRWV CoreWeave, Inc.$1.1M$DELL Dell Technologies Inc.$548,816$SYY SYSCO CORP$527,808$SYYCALL SYSCO CORP$526,554$CSCO CISCO SYSTEMS, INC.$315,179$SNOW Snowflake Inc.$283,005$ASTS AST SpaceMobile, Inc.$259,293 VANGUARD WORLD FD - INF TECH ETF$258,135
ISHARES TR - ISHARES SEMICDTR$251,853
Exited Positions (28)
$PPG PPG INDUSTRIES INC
$RDDT Reddit, Inc.
$EOG EOG RESOURCES INC
$ABT ABBOTT LABORATORIES
$GRMN GARMIN LTD
$RBRK Rubrik, Inc.$FANGCALL Diamondback Energy, Inc.$APDCALL Air Products & Chemicals, Inc.$EPDCALL ENTERPRISE PRODUCTS PARTNERS L.P.$AMDCALL ADVANCED MICRO DEVICES INC$CRWDCALL CrowdStrike Holdings, Inc.$COSTCALL COSTCO WHOLESALE CORP /NEW SPDR SERIES TRUST
$SPGI S&P Global Inc. VANGUARD INDEX FDS
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