MondegarAI
KCM INVESTMENT ADVISORS LLC

Q1 2026 · 13F-HR

KCM INVESTMENT ADVISORS LLCholdings as filed

Filed 2026-05-15 · accession 0001941040-26-000374

$3.01B
Reported value
393
Positions
2026-03-31
Period end
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The Brief · KCM INVESTMENT ADVISORS LLC · Q1 2026

AI · grounded in 13F

KCM INVESTMENT ADVISORS LLC reduced its position in AUTOMATIC DATA PROCESSING IN by 12.77%. The fund also trimmed holdings in MSFT by 3.02% and AAPL by 2.53%. Conversely, the manager accumulated shares of CVX by 20.19%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$213.1M7.07%839,802CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$179.2M5.95%1,348,601CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$112.0M3.72%112,385CommonSOLE
594918104MSFTMICROSOFT CORP$107.2M3.56%289,473CommonSOLE
02079K305GOOGLALPHABET INC$77.7M2.58%270,345CommonSOLE
931142103WMTWALMART INC$69.3M2.30%557,356CommonSOLE
023135106AMZNAMAZON COM INC$68.5M2.27%329,107CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$66.1M2.19%224,754CommonSOLE
166764100CVXCHEVRON CORPORATION$65.1M2.16%314,600CommonSOLE
67066G104NVDANVIDIA CORPORATION$64.5M2.14%370,072CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$55.2M1.83%497,968CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$54.1M1.79%496,197CommonSOLE
92204A702VGTVANGUARD WORLD FD$53.3M1.77%76,389CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$47.9M1.59%326,615CommonSOLE
92826C839VVISA INC$45.8M1.52%151,405CommonSOLE
478160104JNJJOHNSON & JOHNSON$45.5M1.51%186,280CommonSOLE
437076102HDHOME DEPOT INC$44.9M1.49%136,632CommonSOLE
92204A884VOXVANGUARD WORLD FD$44.6M1.48%248,024CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$44.3M1.47%273,662CommonSOLE
94106L109WMWASTE MGMT INC DEL$42.5M1.41%185,064CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$42.5M1.41%860,033CommonSOLE
02079K107GOOGALPHABET INC$41.8M1.39%145,767CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$39.6M1.31%646,525CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$39.4M1.31%94,579CommonSOLE
149123101CATCATERPILLAR INC$34.9M1.16%49,275CommonSOLE
46090E103QQQINVESCO QQQ TR$34.1M1.13%59,124CommonSOLE
922908769VTIVANGUARD INDEX FDS$33.5M1.11%104,346CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$33.4M1.11%407,834CommonSOLE
65339F101NEENEXTERA ENERGY INC$32.8M1.09%353,566CommonSOLE
92204A108VCRVANGUARD WORLD FD$31.1M1.03%86,486CommonSOLE
031162100AMGNAMGEN INC$30.7M1.02%87,251CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$29.8M0.99%146,873CommonSOLE
92204A603VISVANGUARD WORLD FD$27.1M0.90%86,833CommonSOLE
742718109PGPROCTER & GAMBLE CO$25.3M0.84%175,289CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$24.2M0.80%37,275CommonSOLE
09260D107BXBLACKSTONE INC$24.1M0.80%209,212CommonSOLE
580135101MCDMCDONALDS CORP$23.6M0.78%75,834CommonSOLE
92204A405VFHVANGUARD WORLD FD$23.4M0.78%193,484CommonSOLE
532457108LLYELI LILLY & CO$22.3M0.74%24,219CommonSOLE
482480100KLACKLA CORP$21.9M0.73%14,846CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$21.3M0.71%85,009CommonSOLE
142339100CSLCARLISLE COS INC$19.5M0.65%58,394CommonSOLE
11135F101AVGOBROADCOM INC$19.2M0.64%62,058CommonSOLE
278865100ECLECOLAB INC$18.1M0.60%67,937CommonSOLE
00287Y109ABBVABBVIE INC$16.7M0.55%76,791CommonSOLE
060505104BACBANK AMERICA CORP$15.6M0.52%319,992CommonSOLE
038222105AMATAPPLIED MATLS INC$14.9M0.49%43,545CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$14.8M0.49%86,082CommonSOLE
92204A504VHTVANGUARD WORLD FD$14.6M0.48%53,633CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14.0M0.46%29,117CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$13.8M0.46%299,701CommonSOLE
78464A763SDYSPDR SERIES TRUST$13.5M0.45%92,702CommonSOLE
002824100ABTABBOTT LABORATORIES$13.2M0.44%129,053CommonSOLE
92204A207VDCVANGUARD WORLD FD$13.0M0.43%57,663CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$12.8M0.43%11,116CommonSOLE
235851102DHRDANAHER CORP DEL$12.4M0.41%65,267CommonSOLE
464287523SOXXISHARES TR$11.8M0.39%35,873CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$11.6M0.39%231,584CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$11.6M0.38%39,899CommonSOLE
92189F601NLRVANECK ETF TRUST$11.5M0.38%85,988CommonSOLE
756109104OREALTY INCOME CORP$11.4M0.38%187,006CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$11.2M0.37%223,785CommonSOLE
92204A801VAWVANGUARD WORLD FD$9.6M0.32%42,492CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.8M0.29%93,343CommonSOLE
855244109SBUXSTARBUCKS CORP$8.8M0.29%97,763CommonSOLE
548661107LOWLOWES COS INC$8.7M0.29%37,000CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.7M0.29%25,268CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$8.6M0.29%14,012CommonSOLE
92204A306VDEVANGUARD WORLD FD$8.6M0.29%49,768CommonSOLE
92189F676SMHVANECK ETF TRUST$8.6M0.29%22,459CommonSOLE
464287168DVYISHARES TR$8.0M0.27%52,847CommonSOLE
504922105LHLABCORP HOLDINGS INC$7.9M0.26%29,600CommonSOLE
17275R102CSCOCISCO SYS INC$7.7M0.26%99,362CommonSOLE
464287200IVVISHARES TR$7.7M0.25%11,756CommonSOLE
922908553VNQVANGUARD INDEX FDS$7.5M0.25%84,283CommonSOLE
231561101CWCURTISS WRIGHT CORP$7.1M0.24%10,445CommonSOLE
92204A876VPUVANGUARD WORLD FD$7.1M0.23%35,642CommonSOLE
G54950103LINLINDE PLC$7.0M0.23%14,125CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.0M0.23%72,233CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6.7M0.22%19,639CommonSOLE
778296103ROSTROSS STORES INC$6.7M0.22%30,930CommonSOLE
58933Y105MRKMERCK & CO INC$6.5M0.21%53,668CommonSOLE
219350105GLWCORNING INC$6.3M0.21%46,219CommonSOLE
G29183103ETNEATON CORP PLC$6.2M0.21%17,277CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$5.9M0.19%233,328CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.6M0.18%32,717CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$5.5M0.18%6,550CommonSOLE
H1467J104CBCHUBB LTD SWITZ$5.4M0.18%16,713CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$5.4M0.18%133,268CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$5.3M0.18%65,977CommonSOLE
88160R101TSLATESLA INC$5.3M0.18%14,193CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$5.0M0.17%163,731CommonSOLE
372460105GPCGENUINE PARTS CO$4.9M0.16%46,037CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.8M0.16%16,332CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$4.7M0.16%50,674CommonSOLE
172908105CTASCINTAS CORP$4.5M0.15%26,749CommonSOLE
244199105DEDEERE & CO$4.5M0.15%8,025CommonSOLE
78463V107GLDSPDR GOLD TR$4.5M0.15%10,438CommonSOLE
316092402FENYFIDELITY COVINGTON TRUST$4.5M0.15%131,963CommonSOLE
747525103QCOMQUALCOMM INC$4.4M0.15%34,295CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.3M0.14%10,107CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.3M0.14%50,276CommonSOLE
922908736VUGVANGUARD INDEX FDS$4.3M0.14%9,794CommonSOLE
30303M102METAMETA PLATFORMS INC$4.2M0.14%7,320CommonSOLE
191216100KOCOCA COLA CO$4.1M0.14%53,938CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.1M0.14%18,953CommonSOLE
654106103NKENIKE INC$4.1M0.13%76,964CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.9M0.13%19,698CommonSOLE
053332102AZOAUTOZONE INC$3.8M0.12%1,112CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.7M0.12%11,049CommonSOLE
75513E101RTXRTX CORPORATION$3.6M0.12%18,578CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.6M0.12%60,569CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3.4M0.11%16,258CommonSOLE
34959E109FTNTFORTINET INC$3.4M0.11%41,857CommonSOLE
949746101WMT2WELLS FARGO & CO$3.3M0.11%41,783CommonSOLE
842587107SOSOUTHERN CO$3.3M0.11%34,328CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$3.3M0.11%59,775CommonSOLE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$3.2M0.11%35,798CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.2M0.11%10,491CommonSOLE
464288778IATISHARES TR$3.1M0.10%58,452CommonSOLE
617446448MSMORGAN STANLEY$3.1M0.10%18,858CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.1M0.10%21,924CommonSOLE
189054109CLXCLOROX CO DEL$3.0M0.10%29,324CommonSOLE
68389X105ORCLORACLE CORP$3.0M0.10%20,533CommonSOLE
907818108UNPUNION PAC CORP$3.0M0.10%12,408CommonSOLE
438516106HONHONEYWELL INTL INC$2.9M0.10%12,773CommonSOLE
74340W103PLDPROLOGIS INC.$2.9M0.09%21,614CommonSOLE
464287101OEFISHARES TR$2.8M0.09%8,935CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$2.8M0.09%21,564CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$2.8M0.09%2,330CommonSOLE
020002101ALLALLSTATE CORP$2.8M0.09%13,372CommonSOLE
46434V621DGROISHARES TR$2.7M0.09%38,992CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.7M0.09%29,595CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.7M0.09%12,723CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$2.7M0.09%248,499CommonSOLE
464287507IJHISHARES TR$2.7M0.09%39,766CommonSOLE
69351T106PPLPPL CORP$2.7M0.09%70,007CommonSOLE
651639106NEMNEWMONT CORP$2.6M0.09%24,302CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.6M0.09%2,885CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.6M0.09%5,220CommonSOLE
31428X106FDXFEDEX CORP$2.5M0.08%7,059CommonSOLE
097023105BABOEING CO$2.4M0.08%12,084CommonSOLE
464287655IWMISHARES TR$2.4M0.08%9,678CommonSOLE
88579Y101MMM3M CO$2.4M0.08%16,415CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.08%8,606CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.08%3,853CommonSOLE
464287556IBBISHARES TR$2.3M0.08%13,742CommonSOLE
254687106DISDISNEY WALT CO$2.3M0.08%23,892CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.3M0.08%9,498CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.2M0.07%8,013CommonSOLE
713448108PEPPEPSICO INC$2.2M0.07%14,166CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.2M0.07%6,189CommonSOLE
46284V101IRMIRON MTN INC DEL$2.2M0.07%21,311CommonSOLE
09290D101BLKBLACKROCK INC$2.1M0.07%2,212CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.1M0.07%8,084CommonSOLE
22822V101CCICROWN CASTLE INC$2.1M0.07%25,722CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.0M0.07%482CommonSOLE
126650100CVSCVS HEALTH CORP$2.0M0.07%28,061CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.0M0.07%63,459CommonSOLE
872540109TJXTJX COS INC NEW$2.0M0.07%12,291CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.9M0.06%16,743CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$1.9M0.06%47,395CommonSOLE
56585A102MPCMARATHON PETE CORP$1.9M0.06%7,664CommonSOLE
969457100WMBWILLIAMS COS INC$1.9M0.06%25,468CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.8M0.06%5,594CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.8M0.06%22,140CommonSOLE
670346105NUENUCOR CORP$1.8M0.06%10,731CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.8M0.06%7,263CommonSOLE
501044101KRKROGER CO$1.8M0.06%24,715CommonSOLE
46432F339QUALISHARES TR$1.8M0.06%9,254CommonSOLE
369604301GEGE AEROSPACE$1.8M0.06%6,180CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.06%11,416CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.7M0.06%17,179CommonSOLE
464287614IWFISHARES TR$1.7M0.06%3,918CommonSOLE
681919106OMCOMNICOM GROUP INC$1.7M0.06%22,084CommonSOLE
464288257ACWIISHARES TR$1.6M0.05%11,895CommonSOLE
00724F101ADBEADOBE INC$1.6M0.05%6,760CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$1.6M0.05%31,643CommonSOLE
97717W307DLNWISDOMTREE TR$1.5M0.05%17,273CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$1.5M0.05%3,314CommonSOLE
291011104EMREMERSON ELEC CO$1.5M0.05%11,639CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.5M0.05%23,736CommonSOLE
872590104TMUST-MOBILE US INC$1.5M0.05%7,215CommonSOLE
579780206MKCMCCORMICK & CO INC$1.5M0.05%29,901CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.05%2,992CommonSOLE
717081103PFEPFIZER INC$1.5M0.05%52,827CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.5M0.05%4,958CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$1.4M0.05%56,237CommonSOLE
464287788IYFISHARES TR$1.4M0.05%11,892CommonSOLE
66987V109NVSNOVARTIS AG$1.4M0.05%9,098CommonSOLE
904767803ULUNILEVER PLC$1.4M0.05%24,344CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.4M0.05%22,809CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.4M0.05%2,281CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.04%7,202CommonSOLE
36828A101GEVGE VERNOVA INC$1.3M0.04%1,523CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.04%9,982CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.04%6,724CommonSOLE
58155Q103MCKMCKESSON CORP$1.3M0.04%1,472CommonSOLE
00206R102TAT&T INC$1.3M0.04%43,715CommonSOLE
78464A102XNTKSPDR SERIES TRUST$1.3M0.04%4,950CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.3M0.04%14,579CommonSOLE
464285204IAUISHARES GOLD TR$1.2M0.04%14,129CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.2M0.04%15,956CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.2M0.04%3,767CommonSOLE
466313103JBLJABIL INC$1.2M0.04%4,527CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.2M0.04%9,072CommonSOLE
464287572IOOISHARES TR$1.2M0.04%9,737CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$1.2M0.04%42,262CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.2M0.04%40,103CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.1M0.04%8,721CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.04%8,040CommonSOLE
231021106CMICUMMINS INC$1.0M0.03%1,874CommonSOLE
012653101ALBALBEMARLE CORP$981,3110.03%5,466CommonSOLE
06849F108BBARRICK MNG CORP$947,1850.03%23,221CommonSOLE
718546104PSXPHILLIPS 66$922,3250.03%5,063CommonSOLE
64110L106NFLXNETFLIX INC.$903,4250.03%9,396CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$895,5810.03%36,185CommonSOLE
29273V100ETENERGY TRANSFER L P$882,0100.03%45,700CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$877,8200.03%6,697CommonSOLE
526057104LENLENNAR CORP$857,8920.03%9,879CommonSOLE
46431W648IETCISHARES U S ETF TR$851,6300.03%9,636CommonSOLE
315912808ONEQFIDELITY COMWLTH TR$846,2980.03%9,967CommonSOLE
172967424CCITIGROUP INC$845,4490.03%7,455CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$838,5410.03%1,819CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$805,3580.03%21,283CommonSOLE
871829107SYYSYSCO CORP$779,6340.03%10,930CommonSOLE
595112103MUMICRON TECHNOLOGY INC$774,3290.03%2,292CommonSOLE
02209S103MOALTRIA GROUP INC$767,6140.03%11,632CommonSOLE
718172109PMPHILIP MORRIS INTL INC$762,5820.03%4,612CommonSOLE
464287515IGVISHARES TR$750,3890.02%9,374CommonSOLE
464287333IXGISHARES TR$742,1400.02%6,510CommonSOLE
882508104TXNTEXAS INSTRS INC$713,8870.02%3,677CommonSOLE
902973304USBUS BANCORP$709,0000.02%13,632CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$680,4440.02%3,586CommonSOLE
20030N101CMCSACOMCAST CORP NEW$671,2970.02%23,382CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$658,7690.02%2,333CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$657,8060.02%7,275CommonSOLE
042068205ARMARM HOLDINGS PLC$642,1840.02%4,245CommonSOLE
87612E106TGTTARGET CORP$631,3310.02%5,209CommonSOLE
458140100INTCINTEL CORP$629,6910.02%14,269CommonSOLE
78464A631XARSPDR SERIES TRUST$628,0880.02%2,473CommonSOLE
863667101SYKSTRYKER CORPORATION$620,7680.02%1,889CommonSOLE
316092808FTECFIDELITY COVINGTON TRUST$613,1230.02%2,947CommonSOLE
464287465EFAISHARES TR$609,0050.02%6,270CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$602,5260.02%9,602CommonSOLE
98389B100XELXCEL ENERGY INC$599,6930.02%7,549CommonSOLE
922908629VOVANGUARD INDEX FDS$594,1750.02%2,069CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$588,5430.02%5,164CommonSOLE
03783C100APPFAPPFOLIO INC$586,4590.02%3,716CommonSOLE
G87052109TELTE CONNECTIVITY PLC$580,2400.02%2,776CommonSOLE
125523100CITHE CIGNA GROUP$567,9110.02%2,129CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$562,4740.02%16,775CommonSOLE
001055102AFLAFLAC INC$562,1310.02%5,124CommonSOLE
464288687PFFISHARES TR$558,2630.02%18,412CommonSOLE
816851109SRESEMPRA$558,2590.02%5,745CommonSOLE
922908751VBVANGUARD INDEX FDS$553,9260.02%2,115CommonSOLE
464287291IXNISHARES TR$552,4340.02%5,526CommonSOLE
311900104FASTFASTENAL CO$548,8190.02%11,828CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$541,6530.02%1,213CommonSOLE
30040W108ESEVERSOURCE ENERGY$536,3660.02%7,742CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$532,6160.02%3,256CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$521,1800.02%22,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$520,7810.02%2,560CommonSOLE
09062X103BIIBBIOGEN INC$513,8740.02%2,803CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$510,5940.02%467CommonSOLE
55024U109LITELUMENTUM HLDGS INC$509,5010.02%725CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$500,8180.02%7,352CommonSOLE
743315103PGRPROGRESSIVE CORP$500,5560.02%2,525CommonSOLE
98419M100XYLXYLEM INC$499,1520.02%4,177CommonSOLE
550021109LULULULULEMON ATHLETICA INC$498,3410.02%3,255CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$498,0170.02%3,980CommonSOLE
443510607HUBBHUBBELL INC$490,7400.02%1,000CommonSOLE
171779309CIENCIENA CORP$487,6170.02%1,256CommonSOLE
81762P102NOWSERVICENOW INC$485,9480.02%4,648CommonSOLE
253868103DLRDIGITAL RLTY TR INC$484,7650.02%2,690CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$483,0400.02%1,233CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$480,5210.02%2,634CommonSOLE
780259305SHELSHELL PLC$476,7640.02%5,126CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$475,1290.02%1,217CommonSOLE
032095101APHAMPHENOL CORP$462,1880.02%3,658CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$455,3560.02%1,587CommonSOLE
032654105ADIANALOG DEVICES INC$452,0770.02%1,421CommonSOLE
78464A870XBISPDR SERIES TRUST$451,2700.01%3,533CommonSOLE
464287325IXJISHARES TR$448,0570.01%4,790CommonSOLE
574795100MASIMASIMO CORP$447,3430.01%2,515CommonSOLE
629377508NRGNRG ENERGY INC$444,8500.01%3,044CommonSOLE
464287804IJRISHARES TR$444,7810.01%3,578CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$444,6760.01%9,088CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$439,9630.01%3,709CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$434,2540.01%7,712CommonSOLE
464287408IVEISHARES TR$422,3000.01%2,000CommonSOLE
922908744VTVVANGUARD INDEX FDS$419,6290.01%2,139CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$412,8640.01%5,680CommonSOLE
049468101TEAMATLASSIAN CORPORATION$411,0020.01%6,022CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$407,0940.01%8,565CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$406,8200.01%1,955CommonSOLE
464288810IHIISHARES TR$403,6460.01%7,566CommonSOLE
78464A409SPYGSPDR SERIES TRUST$401,4310.01%4,100CommonSOLE
00326A104SGOLETFS GOLD TR$394,8870.01%8,850CommonSOLE
48251W104KKRKKR & CO INC$394,6980.01%4,267CommonSOLE
74316P579AKREPROFESIONALLY MANAGED PORTFO$394,1020.01%7,457CommonSOLE
97717W505DONWISDOMTREE TR$392,7170.01%7,475CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$391,8220.01%2,444CommonSOLE
87612G101TRGPTARGA RES CORP$389,6340.01%1,554CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$388,6820.01%2,226CommonSOLE
26884L109EQTEQT CORP$384,1310.01%6,036CommonSOLE
29250N105ENBENBRIDGE INC$380,1710.01%7,022CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$379,1300.01%1,912CommonSOLE
427866108HSYHERSHEY CO$372,9530.01%1,794CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$371,1450.01%3,890CommonSOLE
461202103INTUINTUIT$368,2320.01%852CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$365,4240.01%1,787CommonSOLE
46137V407ERTHINVESCO EXCHANGE TRADED FD T$362,7780.01%7,652CommonSOLE
464287622IWBISHARES TR$360,8390.01%1,012CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$359,6420.01%4,363CommonSOLE
464287606IJKISHARES TR$357,2010.01%3,550CommonSOLE
609207105MDLZMONDELEZ INTL INC$352,1230.01%6,109CommonSOLE
958102105WDCWESTERN DIGITAL CORP$351,5710.01%1,300CommonSOLE
78464A698KRESPDR SERIES TRUST$348,2270.01%5,345CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$347,6490.01%510CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$346,8460.01%4,822CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$345,7360.01%10,661CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$343,7820.01%8,948CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$342,1210.01%1,263CommonSOLE
M7S64H106MNDYMONDAY COM LTD$341,1960.01%4,937CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$340,3970.01%1,677CommonSOLE
N07059210ASMLASML HLDG NV$339,4530.01%257CommonSOLE
209115104EDCONSOLIDATED EDISON INC$336,7330.01%2,975CommonSOLE
682680103OKEONEOK INC NEW$331,0410.01%3,662CommonSOLE
032108664HACKAMPLIFY ETF TR$329,7950.01%4,392CommonSOLE
127097103CTRACOTERRA ENERGY INC$329,1560.01%9,367CommonSOLE
30034W106EVRGEVERGY INC$327,9310.01%4,003CommonSOLE
95040Q104WELLWELLTOWER INC$325,8260.01%1,648CommonSOLE
336433107FSLRFIRST SOLAR INC$323,7040.01%1,641CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$316,6980.01%8,992CommonSOLE
464287754IYJISHARES TR$314,9980.01%2,135CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$313,9500.01%4,830CommonSOLE
23804L103DDOGDATADOG INC$313,0690.01%2,652CommonSOLE
G0593M107AZNASTRAZENECA PLC$311,0160.01%1,577CommonSOLE
464287192IYTISHARES TR$308,1920.01%4,131CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$304,2770.01%9,712CommonSOLE
297178105ESSESSEX PPTY TR INC$301,2900.01%1,245CommonSOLE
F92124100TTETOTALENERGIES SE$299,6880.01%3,294CommonSOLE
92189F692PPHVANECK ETF TRUST$298,4470.01%2,873CommonSOLE
88636J600CHATTIDAL TRUST II$296,6940.01%4,797CommonSOLE
37045V100GMGENERAL MTRS CO$292,2640.01%3,923CommonSOLE
126408103CSXCSX CORP$291,8240.01%7,109CommonSOLE
464288828IHFISHARES TR$291,1320.01%6,957CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$289,5670.01%1,337CommonSOLE
464288737KXIISHARES TR$285,8650.01%4,266CommonSOLE
46429B697USMVISHARES TR$280,0750.01%3,020CommonSOLE
055622104BPBP PLC$279,9790.01%5,957CommonSOLE
871607107SNPSSYNOPSYS INC$277,5280.01%700CommonSOLE
12572Q105CMECME GROUP INC$276,4480.01%936CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$272,3150.01%8,928CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$262,6570.01%2,473CommonSOLE
464287861IEVISHARES TR$262,5880.01%3,865CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$258,6960.01%3,537CommonSOLE
780087102RYROYAL BK CDA$257,0680.01%1,589CommonSOLE
880770102TERTERADYNE INC$245,4690.01%828CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$243,8140.01%3,688CommonSOLE
063425102BMRCBANK OF MARIN BANCORP$236,8210.01%9,240CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$235,2350.01%3,518CommonSOLE
316092501FNCLFIDELITY COVINGTON TRUST$233,7430.01%3,330CommonSOLE
857477103STTSTATE STR CORP$233,1830.01%1,842CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$233,1700.01%1,594CommonSOLE
260003108DOVDOVER CORP$232,4220.01%1,115CommonSOLE
03076C106AMPAMERIPRISE FINL INC$227,9770.01%513CommonSOLE
82509L107SHOPSHOPIFY INC$226,6830.01%1,911CommonSOLE
891160509TDTORONTO DOMINION BK ONT$226,1830.01%2,424CommonSOLE
464287762IYHISHARES TR$224,9860.01%3,650CommonSOLE
892331307TMTOYOTA MOTOR CORP$224,4320.01%1,089CommonSOLE
921910816MGKVANGUARD WORLD FD$223,7710.01%609CommonSOLE
345370860FFORD MTR CO$219,5720.01%19,027CommonSOLE
704326107PAYXPAYCHEX INC$219,2510.01%2,380CommonSOLE
922908595VBKVANGUARD INDEX FDS$219,0970.01%725CommonSOLE
075887109BDXBECTON DICKINSON & CO$218,7070.01%1,391CommonSOLE
464287705IJJISHARES TR$218,4930.01%1,649CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$218,0790.01%608CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$217,0230.01%6,649CommonSOLE
03027X100AMTAMERICAN TOWER CORP$215,9570.01%1,251CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$215,2800.01%8,000CommonSOLE
45168D104IDXXIDEXX LABS INC$214,0800.01%381CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$211,1500.01%3,001CommonSOLE
G0403H108AONAON PLC$210,1300.01%651CommonSOLE
040413205ANETARISTA NETWORKS INC$209,4630.01%1,706CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$206,9340.01%2,184CommonSOLE
693718108PCARPACCAR INC$204,8970.01%1,774CommonSOLE
03073E105CORCENCORA INC$204,5780.01%651CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$204,1350.01%1,500CommonSOLE
25459Y207QQQEDIREXION SHARES ETF TRUST$202,4790.01%2,055CommonSOLE
151290889CXCEMEX SA EURO MTN BE 144A$115,1660.00%10,067CommonSOLE
373737105GGBGERDAU SA$52,6190.00%14,576CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.