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Institutional

1015 Capital Partners, LLC

CIK 0002133991
$102.9M
Reported AUM
597
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · 1015 Capital Partners, LLC · Q1 2026

AI · grounded in 13F

1015 Capital Partners, LLC increased its position in JSMD by 239.37%. The fund also accumulated shares of VWO by 34.53% and JIRE by 26.73%. On the sell side, the fund trimmed its holding in TEAM by 36.49%.

Portfolio · Q1 2026

IVV$9.4MIJH$7.6MVTI$5.6MNVDA$4.7MSUB$3.7MIJR$3.7MSHY$2.7MSPY$2.6MVYM$2.6MEFA$2.2MJMUB$2.2MJIRE$2.1MOther$53.8M1L

Top holdings· first 500 of 597

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1IVVISHARES CORE S&P 500 ETF$9.4M9.11%+724+5.3%
2IJHISHARES CORE S&P MID-CAP ETF$7.6M7.43%+1,082+1.0%
3VTIVANGUARD TOTAL STOCK MARKET ETF$5.6M5.42%HELD
4NVDANVIDIA CORPORATION COM$4.7M4.57%-5-0.0%
5SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$3.7M3.61%+190+0.5%
6IJRISHARES CORE S&P SMALL CAP ETF$3.7M3.58%-77-0.3%
7SHYISHARES 1-3 YEAR TREASURY BOND ETF$2.7M2.67%HELD
8SPYSTATE STREET SPDR S&P 500 ETF$2.6M2.50%HELD
9VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$2.6M2.48%+1,150+7.2%
10EFAISHARES MSCI EAFE ETF$2.2M2.12%HELD
11JMUBJPMORGAN MUNICIPAL ETF$2.2M2.11%+8,885+25.7%
12JIREJPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF$2.1M2.01%+5,750+26.7%
13IEFAISHARES CORE MSCI EAFE ETF$2.0M1.97%+850+3.9%
14SDYSTATE STREET SPDR S&P DIVIDEND ETF$2.0M1.91%+650+5.1%
15DSIISHARES ESG MSCI KLD 400 ETF$1.7M1.69%HELD
16MUBISHARES NATIONAL MUNI BOND ETF$1.7M1.69%+700+4.5%
17AAPLAPPLE INC COM$1.7M1.68%-7-0.1%
18XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$1.6M1.52%HELD
19GOOGLALPHABET INC CAP STK CL A$1.6M1.52%+60+1.1%
20MSFTMICROSOFT CORP COM$1.3M1.31%+189+5.5%
21AMZNAMAZON COM INC COM$1.3M1.26%+266+4.5%
22JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF$1.2M1.17%+650+5.4%
23QQQINVESCO QQQ TRUST SERIES I$1.1M1.08%HELD
24COSTCOSTCO WHOLESALE CORPORATION COM$988K0.96%+10+1.0%
25AMDADVANCED MICRO DEVICES INC COM$965K0.94%+157+3.4%
26AGGISHARES CORE U.S. AGGREGATE BOND ETF$946K0.92%HELD
27EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$848K0.82%-2,400-18.2%
28VWOVANGUARD FTSE EMERGING MARKETS ETF$832K0.81%+3,950+34.5%
29VHTVANGUARD HEALTH CARE ETF$820K0.80%HELD
30JBNDJPMORGAN ACTIVE BOND ETF$818K0.80%+2,450+19.2%
31PJFGPGIM JENNISON FOCUSED GROWTH ETF$761K0.74%+1,852+31.1%
32JPMJPMORGAN CHASE & CO COM$742K0.72%-35-1.4%
33VVISA INC COM CL A$713K0.69%-4-0.2%
34JCPBJPMORGAN CORE PLUS BOND ETF$659K0.64%+500+3.7%
35LLYELI LILLY & CO COM$634K0.62%+17+2.5%
36ITWILLINOIS TOOL WKS INC COM$613K0.60%+1+0.0%
37FMDEFIDELITY ENHANCED MID CAP ETF$584K0.57%+2,622+19.3%
38VCRBVANGUARD CORE BOND ETF$532K0.52%+1,776+34.8%
39DFASDIMENSIONAL U.S. SMALL CAP ETF$512K0.50%+120+1.7%
40VCRVANGUARD CONSUMER DISCRETIONARY ETF$471K0.46%HELD
41MUMICRON TECHNOLOGY INC COM$469K0.46%+156+12.7%
42UNHUNITEDHEALTH GROUP INC COM$456K0.44%-38-2.2%
43DEDEERE & CO COM$456K0.44%+1+0.1%
44ETNEATON CORP PLC SHS$446K0.43%-13-1.0%
45KOCOCA COLA CO COM$414K0.40%HELD
46JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF$392K0.38%HELD
47JNJJOHNSON & JOHNSON COM$383K0.37%+36+2.3%
48PGPROCTER & GAMBLE CO COM$382K0.37%-3-0.1%
49AMGNAMGEN INC COM$378K0.37%+1+0.1%
50XOMEXXON MOBIL CORP COM$367K0.36%+16+0.7%
51WMTWALMART INC COM$362K0.35%+155+5.6%
52ORLYOREILLY AUTOMOTIVE INC COM$357K0.35%+5+0.1%
53SPGIS&P GLOBAL INC COM$351K0.34%+2+0.2%
54GEGE AEROSPACE COM NEW$342K0.33%+154+14.7%
55MCHPMICROCHIP TECHNOLOGY INC. COM$341K0.33%+2+0.0%
56NOWSERVICENOW INC COM$325K0.32%+250+8.7%
57GSGISHARES S&P GSCI COMMODITY INDEXED TRUST$319K0.31%-1,850-15.7%
58TTTRANE TECHNOLOGIES PLC SHS$319K0.31%+12+1.6%
59ABBVABBVIE INC COM$318K0.31%+12+0.8%
60AFLAFLAC INC COM$318K0.31%+1+0.0%
61BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$317K0.31%HELD
62JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF$315K0.31%+2,803+239.4%
63ABTABBOTT LABORATORIES COM$310K0.30%-5-0.2%
64LOWLOWES COS INC COM$307K0.30%+129+11.0%
65FEMRFIDELITY ENHANCED EMERGING MARKETS ETF$304K0.30%+5,112+134.7%
66AVGOBROADCOM INC COM$304K0.30%-8-0.8%
67ADPAUTOMATIC DATA PROCESSING INC COM$295K0.29%-6-0.4%
68TXNTEXAS INSTRS INC COM$292K0.28%+60+4.2%
69VNQVANGUARD REAL ESTATE ETF$290K0.28%+639+24.3%
70IEMGISHARES CORE MSCI EMERGING MARKETS ETF$289K0.28%HELD
71NFLXNETFLIX INC. COM$286K0.28%-4-0.1%
72KLACKLA CORP COM NEW$281K0.27%HELD
73VLOVALERO ENERGY CORP COM$277K0.27%-14-1.2%
74EQIXEQUINIX INC COM$274K0.27%+1+0.4%
75MRSHMARSH & MCLENNAN COS INC COM$272K0.26%HELD
76METAMETA PLATFORMS INC CL A$260K0.25%-27-5.6%
77NEENEXTERA ENERGY INC COM$254K0.25%+48+1.8%
78HDHOME DEPOT INC COM$251K0.24%-7-0.9%
79MAMASTERCARD INCORPORATED CL A$243K0.24%-27-5.3%
80LRCXLAM RESEARCH CORP COM NEW$239K0.23%+55+5.2%
81PMPHILIP MORRIS INTL INC COM$233K0.23%+2+0.1%
82TSLATESLA INC COM$226K0.22%-1-0.2%
83CVXCHEVRON CORPORATION COM$225K0.22%-2-0.2%
84MDLZMONDELEZ INTL INC CL A$212K0.21%+7+0.2%
85BKNGBOOKING HOLDINGS INC COM$202K0.20%-7-12.7%
86PEPPEPSICO INC COM$202K0.20%+3+0.2%
87GSGOLDMAN SACHS GROUP INC COM$201K0.20%+57+31.5%
88RTXRTX CORPORATION COM$201K0.20%+1+0.1%
89INTUINTUIT COM$198K0.19%-9-1.9%
90ADIANALOG DEVICES INC COM$195K0.19%HELD
91HONHONEYWELL INTL INC COM$193K0.19%+3+0.4%
92CEGCONSTELLATION ENERGY CORP COM$188K0.18%+45+7.2%
93APDAIR PRODUCTS AND CHEMICALS INC COM$186K0.18%HELD
94GEVGE VERNOVA INC COM$185K0.18%+45+26.9%
95CSXCSX CORP COM$180K0.17%+471+12.1%
96PLTRPALANTIR TECHNOLOGIES INC CL A$179K0.17%-1-0.1%
97BKRBAKER HUGHES COMPANY CL A$171K0.17%+6+0.2%
98MCDMCDONALDS CORP COM$169K0.16%+2+0.4%
99CATCATERPILLAR INC COM$169K0.16%+1+0.4%
100IBMINTERNATIONAL BUSINESS MACHS COM$166K0.16%+3+0.4%
101IWRISHARES RUSSELL MIDCAP ETF$158K0.15%HELD
102YUMYUM BRANDS INC COM$157K0.15%+5+0.5%
103TAT&T INC COM$153K0.15%-383-6.8%
104BDXBECTON DICKINSON & CO COM$148K0.14%+6+0.6%
105SYYSYSCO CORP COM$145K0.14%HELD
106AIGAMERICAN INTL GROUP INC COM NEW$142K0.14%-98-4.9%
107CBCHUBB LTD SWITZ COM$142K0.14%+4+0.9%
108EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$141K0.14%HELD
109VSDMVANGUARD SHORT DURATION TAX-EXEMPT BOND ETF$140K0.14%+782+74.5%
110HIGHARTFORD INSURANCE GROUP INC COM$137K0.13%HELD
111QCOMQUALCOMM INC COM$133K0.13%-65-5.9%
112EQTEQT CORP COM$132K0.13%+170+9.0%
113MDTMEDTRONIC PLC SHS$129K0.13%HELD
114CFCF INDUSTRIES HOLD COM$128K0.12%-93-8.6%
115DFSVDIMENSIONAL US SMALL CAP VALUE ETF$126K0.12%+2,600+260.0%
116VZVERIZON COMMUNICATIONS INC COM$123K0.12%+35+1.4%
117VOYAVOYA FINANCIAL INC COM$119K0.12%HELD
118TJXTJX COS INC NEW COM$110K0.11%+52+8.2%
119UBERUBER TECHNOLOGIES INC COM$109K0.11%-135-8.2%
120BSXBOSTON SCIENTIFIC CORP COM$102K0.10%-210-11.5%
121CVSCVS HEALTH CORP COM$99K0.10%+2+0.1%
122IWMISHARES RUSSELL 2000 ETF$98K0.10%HELD
123VBVANGUARD SMALL-CAP ETF$98K0.09%HELD
124FDXFEDEX CORP COM$93K0.09%+1+0.4%
125MMM3M CO COM$93K0.09%+4+0.6%
126HWMHOWMET AEROSPACE INC COM$89K0.09%+32+9.0%
127SRESEMPRA COM$89K0.09%+4+0.4%
128VTVVANGUARD VALUE ETF$85K0.08%HELD
129OMCOMNICOM GROUP INC COM$83K0.08%+4+0.4%
130ACNACCENTURE PLC IRELAND SHS CLASS A$82K0.08%HELD
131ORCLORACLE CORP COM$81K0.08%+117+27.0%
132OTISOTIS WORLDWIDE CORP COM$78K0.08%-1-0.1%
133BXBLACKSTONE INC COM$73K0.07%-6-0.9%
134DISDISNEY WALT CO COM$69K0.07%-208-22.4%
135GOOGALPHABET INC CAP STK CL C$69K0.07%-11-4.3%
136CMECME GROUP INC COM$67K0.07%-30-11.6%
137MRKMERCK & CO INC COM$65K0.06%+10+1.9%
138BACBANK OF AMER CORP COM$62K0.06%+4+0.3%
139TEAMATLASSIAN CORPORATION CL A$61K0.06%-517-36.5%
140VEAVANGUARD FTSE DEVELOPED MARKETS ETF$61K0.06%HELD
141INTCINTEL CORP COM$60K0.06%+1,207+821.1%
142ETENERGY TRANSFER L P COM UT LTD PTN$58K0.06%HELD
143WMT2WELLS FARGO & CO COM$57K0.06%-116-13.9%
144CRMSALESFORCE INC COM$56K0.05%-5-1.6%
145MCOMOODYS CORP COM$56K0.05%HELD
146ARCCARES CAPITAL CORP COM$56K0.05%HELD
147MSMORGAN STANLEY COM NEW$56K0.05%HELD
148JPEFJPMORGAN EQUITY FOCUS ETF$54K0.05%HELD
149DHRDANAHER CORP DEL COM$53K0.05%+3+1.1%
150LINLINDE PLC SHS$53K0.05%+24+28.9%
151MOALTRIA GROUP INC COM$53K0.05%+250+45.7%
152MLMMARTIN MARIETTA MATLS INC COM$49K0.05%HELD
153AXPAMERICAN EXPRESS CO COM$47K0.05%HELD
154TSCOTRACTOR SUPPLY CO COM$46K0.05%+3+0.3%
155CHWYCHEWY INC CL A$46K0.04%-159-8.5%
156VBRVANGUARD SMALL CAP VALUE ETF$45K0.04%-7-3.3%
157PEGPUBLIC SVC ENTERPRISE GROUP COM$45K0.04%-81-12.7%
158APHAMPHENOL CORP CL A$42K0.04%+45+15.7%
159CRWDCROWDSTRIKE HLDGS INC CL A$39K0.04%HELD
160WATWATERS CORP COM$38K0.04%+124+2480.0%
161IRENIREN LIMITED ORDINARY SHARES$36K0.03%+250+31.3%
162PFEPFIZER INC COM$34K0.03%HELD
163CRWVCOREWEAVE INC COM CL A$31K0.03%HELD
164ALLALLSTATE CORP COM$29K0.03%-3-2.1%
165IWCISHARES MICRO-CAP ETF$29K0.03%-20-10.0%
166SHYDVANECK SHORT HIGH YIELD MUNI ETF$27K0.03%HELD
167SOSOUTHERN CO COM$27K0.03%HELD
168HLTHILTON WORLDWIDE HLDGS INC COM$26K0.03%+42+95.5%
169ODFLOLD DOMINION FREIGHT LINE INC COM$26K0.03%+23+20.9%
170BMYBRISTOL-MYERS SQUIBB CO COM$25K0.02%-2-0.5%
171CSCOCISCO SYS INC COM$25K0.02%-170-34.3%
172AMATAPPLIED MATLS INC COM$25K0.02%+3+4.3%
173JQUAJPMORGAN U.S. QUALITY FACTOR ETF$25K0.02%HELD
174ECLECOLAB INC COM$24K0.02%+48+114.3%
175YEARAB ULTRA SHORT INCOME ETF$22K0.02%HELD
176LHXL3HARRIS TECHNOLOGIES INC COM$22K0.02%HELD
177UTHRUNITED THERAPEUTICS CORP DEL COM$21K0.02%HELD
178CCITIGROUP INC COM NEW$21K0.02%+3+1.6%
179KVUEKENVUE INC COM$21K0.02%+26+2.2%
180PHPARKER-HANNIFIN CORP COM$21K0.02%+20+666.7%
181GLWCORNING INC COM$20K0.02%+2+1.4%
182IJKISHARES S&P MID-CAP 400 GROWTH ETF$20K0.02%HELD
183ANETARISTA NETWORKS INC COM SHS$19K0.02%-2-1.3%
184ETRENTERGY CORP NEW COM$19K0.02%+153+900.0%
185CORCENCORA INC COM$19K0.02%+1+1.7%
186IWFISHARES RUSSELL 1000 GROWTH ETF$19K0.02%HELD
187EMEEMCOR GROUP INC COM$18K0.02%-3-11.1%
188TMOTHERMO FISHER SCIENTIFIC INC COM$18K0.02%-3-7.7%
189CRHCRH PLC ORD$18K0.02%+3+1.8%
190NOCNORTHROP GRUMMAN CORP COM$17K0.02%HELD
191TMUST-MOBILE US INC COM$17K0.02%+9+12.7%
192EWEDWARDS LIFESCIENCES CORP COM$17K0.02%-1-0.5%
193LNGCHENIERE ENERGY INC COM NEW$16K0.02%-1-1.7%
194SSNCSS&C TECH HLDGS COM$16K0.02%+227+1746.2%
195NEMNEWMONT CORP COM$16K0.02%HELD
196VIRTVIRTU FINL INC CL A$16K0.02%-11-3.0%
197MNSTMONSTER BEVERAGE CORP NEW COM$16K0.02%-5-2.2%
198FCXFREEPORT MCMORAN INC CL B$16K0.02%+5+1.9%
199PLNTPLANET FITNESS MASTER ISSUER L CL A$15K0.02%-94-31.1%
200OHIOMEGA HEALTHCARE INVS INC COM$15K0.01%-2-0.6%
201ONTOONTO INNOVATION INC COM$15K0.01%+75NEW
202SNXTD SYNNEX CORPORATION COM$15K0.01%-19-17.3%
203UALUNITED AIRLS HLDGS INC COM$15K0.01%-29-14.9%
204IBKRINTERACTIVE BROKERS GROUP INC COM CL A$15K0.01%-27-10.7%
205EOGEOG RES INC COM$15K0.01%-5-4.6%
206TWLOTWILIO INC CL A$15K0.01%HELD
207FOXAFOX CORP CL A COM$15K0.01%-4-1.6%
208ULTAULTA BEAUTY INC COM$15K0.01%-2-6.7%
209EXELEXELIXIS INC COM$14K0.01%-10-2.9%
210DECKDECKERS OUTDOOR CORP COM$14K0.01%HELD
211SYKSTRYKER CORPORATION COM$14K0.01%-21-32.8%
212DGDOLLAR GEN CORP COM$14K0.01%-14-10.8%
213ONONON HLDG AG NAMEN AKT A$14K0.01%HELD
214CDNSCADENCE DESIGN SYSTEM INC COM$13K0.01%-26-35.1%
215SCZISHARES MSCI EAFE SMALL-CAP ETF$13K0.01%-959-84.9%
216ASMLASML HLDG NV N Y REGISTRY SHS$13K0.01%HELD
217FCNCAFIRST CTZNS BANCSHARES INC DEL CL A$13K0.01%HELD
218MDBMONGODB INC CL A$13K0.01%+51+2550.0%
219JCIJOHNSON CTLS INTL PLC SHS$13K0.01%HELD
220DDOMINION ENERGY INC COM$12K0.01%+6+3.1%
221REGNREGENERON PHARMACEUTICALS COM$12K0.01%HELD
222PHMPULTE GROUP INC COM$12K0.01%-7-6.4%
223CFGCITIZENS FINL GROUP INC COM$12K0.01%+2+1.0%
224THCTENET HEALTHCARE CORP COM NEW$12K0.01%-16-20.5%
225BLKBLACKROCK INC COM$12K0.01%+1+9.1%
226LDOSLEIDOS HOLDINGS INC COM$12K0.01%-1-1.3%
227LVSLAS VEGAS SANDS CORP COM$10K0.01%-237-55.2%
228AZOAUTOZONE INC COM$10K0.01%+2+200.0%
229TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$9K0.01%HELD
230OKTAOKTA INC CL A$9K0.01%-3-2.5%
231MPCMARATHON PETE CORP COM$9K0.01%+1+2.9%
232GILDGILEAD SCIENCES INC COM$9K0.01%HELD
233OCOWENS CORNING NEW COM$8K0.01%HELD
234NTNXNUTANIX INC CL A$8K0.01%-14-6.5%
235XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$7K0.01%HELD
236WYWEYERHAEUSER CO COM NEW$7K0.01%-5-1.7%
237DHID R HORTON INC COM$7K0.01%-1-2.0%
238GMGENERAL MTRS CO COM$7K0.01%HELD
239WDCWESTERN DIGITAL CORP COM$6K0.01%+5+27.8%
240LMTLOCKHEED MARTIN CORP COM$6K0.01%+1+11.1%
241ICEINTERCONTINENTAL EXCHANGE INC COM$6K0.01%+29+322.2%
242COPCONOCOPHILLIPS COM$6K0.01%-41-47.7%
243SHOPSHOPIFY INC CL A SUB VTG SHS$6K0.01%HELD
244ARESARES MANAGEMENT CORPORATION CL A COM STK$6K0.01%-1-1.9%
245UNPUNION PAC CORP COM$5K0.00%+1+5.0%
246ISRGINTUITIVE SURGICAL INC COM NEW$5K0.00%-1-8.3%
247SLBSLB LIMITED COM STK$5K0.00%+11+12.8%
248AJGGALLAGHER ARTHUR J & CO COM$5K0.00%-89-79.5%
249SCHWSCHWAB CHARLES CORP COM$5K0.00%HELD
250BABOEING CO COM$5K0.00%+3+14.3%
251APPAPPLOVIN CORP COM CL A$5K0.00%HELD
252VRTVERTIV HOLDINGS CO COM CL A$5K0.00%+8+72.7%
253COFCAPITAL ONE FINL CORP COM$4K0.00%-6-20.0%
254MCKMCKESSON CORP COM$4K0.00%HELD
255AONAON PLC SHS CL A$4K0.00%-1-7.1%
256OXYOCCIDENTAL PETE CORP COM$4K0.00%HELD
257FIXCOMFORT SYS USA INC COM$4K0.00%HELD
258IRINGERSOLL RAND INC COM$4K0.00%+38+316.7%
259PNCPNC FINL SVCS GROUP INC COM$4K0.00%HELD
260ROSTROSS STORES INC COM$4K0.00%+5+38.5%
261BKBANK NEW YORK MELLON CORP COM$4K0.00%HELD
262TRVTRAVELERS COMPANIES INC COM$4K0.00%HELD
263CITHE CIGNA GROUP COM$4K0.00%HELD
264METMETLIFE INC COM$4K0.00%+13+33.3%
265CMCSACOMCAST CORP NEW CL A$4K0.00%+13+11.5%
266STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$4K0.00%+1+12.5%
267WBDWARNER BROS DISCOVERY INC COM SER A$3K0.00%HELD
268SHWSHERWIN WILLIAMS CO COM$3K0.00%HELD
269DALDELTA AIR LINES INC COM NEW$3K0.00%+10+26.3%
270EBAYEBAY INC. COM$3K0.00%HELD
271PGRPROGRESSIVE CORP COM$3K0.00%-70-81.4%
272DUKDUKE ENERGY CORP NEW COM NEW$3K0.00%+2+9.1%
273SBUXSTARBUCKS CORP COM$3K0.00%+2+6.1%
274VRTXVERTEX PHARMACEUTICALS INC COM$3K0.00%+1+16.7%
275HOODROBINHOOD MKTS INC COM CL A$3K0.00%+8+21.6%
276RCLROYAL CARIBBEAN GROUP COM$3K0.00%HELD
277TRGPTARGA RES CORP COM$3K0.00%+4+50.0%
278EXPEEXPEDIA GROUP INC COM NEW$3K0.00%-1-7.1%
279WMWASTE MGMT INC DEL COM$3K0.00%+1+8.3%
280TSNTYSON FOODS INC CL A$3K0.00%-9-16.4%
281LHLABCORP HOLDINGS INC COM SHS$3K0.00%HELD
282URIUNITED RENTALS INC COM$3K0.00%-1-20.0%
283TGTTARGET CORP COM$3K0.00%+18+300.0%
284RSGREPUBLIC SVCS INC COM$3K0.00%+6+85.7%
285HCAHCA HEALTHCARE INC COM$3K0.00%HELD
286CBOECBOE GLOBAL MKTS INC COM$3K0.00%HELD
287CTVACORTEVA INC COM$3K0.00%+2+6.5%
288KRKROGER CO COM$3K0.00%-12-24.0%
289QUREQUANTA SVCS INC COM$3K0.00%HELD
290CMICUMMINS INC COM$3K0.00%HELD
291DTEDTE ENERGY CO COM$3K0.00%+2+12.5%
292WMBWILLIAMS COS INC COM$3K0.00%+4+12.5%
293DVNDEVON ENERGY CORP NEW COM$3K0.00%HELD
294VLTOVERALTO CORP COM SHS$3K0.00%HELD
295SNDKSANDISK CORP COM$3K0.00%+4NEW
296CTRACOTERRA ENERGY INC COM$2K0.00%HELD
297FTNTFORTINET INC COM$2K0.00%+6+25.0%
298PANWPALO ALTO NETWORKS INC COM$2K0.00%HELD
299SNPSSYNOPSYS INC COM$2K0.00%+2+50.0%
300PSXPHILLIPS 66 COM$2K0.00%HELD
301MARMARRIOTT INTL INC NEW CL A$2K0.00%+2+40.0%
302OKEONEOK INC NEW COM$2K0.00%+7+38.9%
303KEYSKEYSIGHT TECHNOLOGIES INC COM$2K0.00%+2+33.3%
304IDXXIDEXX LABS INC COM$2K0.00%+1+33.3%
305AMPAMERIPRISE FINL INC COM$2K0.00%+1+25.0%
306HBANHUNTINGTON BANCSHARES INC COM$2K0.00%HELD
307CLCOLGATE PALMOLIVE CO COM$2K0.00%+7+36.8%
308MPWRMONOLITHIC PWR SYS INC COM$2K0.00%+1+100.0%
309GWWWW GRAINGER INC COM$2K0.00%HELD
310KMIKINDER MORGAN INC DEL COM$2K0.00%HELD
311MSIMOTOROLA SOLUTIONS INC COM NEW$2K0.00%+1+25.0%
312CBRECBRE GROUP INC CL A$2K0.00%+1+6.7%
313NXPINXP SEMICONDUCTORS N V COM$2K0.00%-26-70.3%
314FITBFIFTH THIRD BANCORP COM$2K0.00%+26+130.0%
315JBLJABIL INC COM$2K0.00%HELD
316LITELUMENTUM HLDGS INC COM$2K0.00%+3NEW
317VSTVISTRA CORP COM$2K0.00%+1+7.7%
318FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$2K0.00%HELD
319EMREMERSON ELEC CO COM$2K0.00%+2+14.3%
320TELTE CONNECTIVITY PLC ORD SHS$2K0.00%+1+11.1%
321TERTERADYNE INC COM$2K0.00%HELD
322MTBM & T BK CORP COM$2K0.00%HELD
323ABNBAIRBNB INC COM CL A$2K0.00%+2+14.3%
324ESEVERSOURCE ENERGY COM$2K0.00%HELD
325NSCNORFOLK SOUTHN CORP COM$2K0.00%+1+16.7%
326CIENCIENA CORP COM NEW$2K0.00%+2+66.7%
327MKLMARKEL GROUP INC COM$2K0.00%HELD
328FFORD MTR CO COM$2K0.00%HELD
329NRGNRG ENERGY INC COM NEW$2K0.00%-1-7.1%
330TPLTEXAS PACIFIC LAND CORPORATION COM$2K0.00%+1+33.3%
331CVNACARVANA CO CL A$2K0.00%+2+50.0%
332USBUS BANCORP COM NEW$2K0.00%HELD
333CTASCINTAS CORP COM$2K0.00%+2+22.2%
334PCARPACCAR INC COM$2K0.00%HELD
335AEPAMERICAN ELEC PWR CO INC COM$2K0.00%+3+27.3%
336BIIBBIOGEN INC COM$2K0.00%HELD
337HALHALLIBURTON CO COM$2K0.00%HELD
338STLDSTEEL DYNAMICS INC COM$2K0.00%HELD
339MRVLMARVELL TECHNOLOGY INC COM$2K0.00%HELD
340FANGDIAMONDBACK ENERGY INC COM$2K0.00%+2+28.6%
341WELLWELLTOWER INC COM$2K0.00%HELD
342ALLEALLEGION PLC ORD SHS$2K0.00%HELD
343GDGENERAL DYNAMICS CORP COM$2K0.00%HELD
344ADBEADOBE INC COM$2K0.00%-304-97.7%
345FLEXFLEXTRONICS INTL LTD ORD$2K0.00%HELD
346EDCONSOLIDATED EDISON INC COM$2K0.00%+2+15.4%
347CAHCARDINAL HEALTH INC COM$2K0.00%HELD
348ADSKAUTODESK INC COM$2K0.00%-3-30.0%
349COHRCOHERENT CORP COM$2K0.00%+4+133.3%
350GRMNGARMIN LTD SHS$2K0.00%+1+16.7%
351VTRVENTAS INC COM$2K0.00%HELD
352TPRTAPESTRY INC COM$2K0.00%HELD
353XYZBLOCK INC CL A$2K0.00%+11+78.6%
354LPLALPL FINL HLDGS INC COM$2K0.00%+1+25.0%
355AMEAMETEK INC COM$2K0.00%-50-87.7%
356FASTFASTENAL CO COM$1K0.00%HELD
357AAGILENT TECHNOLOGIES INC COM$1K0.00%-1-7.1%
358DELLDELL TECHNOLOGIES INC CL C$1K0.00%-113-92.6%
359HUBBHUBBELL INC COM$1K0.00%HELD
360TFCTRUIST FINL CORP COM$1K0.00%HELD
361DOVDOVER CORP COM$1K0.00%+1+16.7%
362CASYCASEYS GEN STORES INC COM$1K0.00%HELD
363CPAYCORPAY INC COM SHS$1K0.00%+1+25.0%
364HSYHERSHEY CO COM$1K0.00%+1+16.7%
365WTWWILLIS TOWERS WATSON PLC LTD SHS$1K0.00%HELD
366PLDPROLOGIS INC. COM$1K0.00%HELD
367ROKROCKWELL AUTOMATION INC COM$1K0.00%HELD
368EXPDEXPEDITORS INTL WASH INC COM$1K0.00%HELD
369EAELECTRONIC ARTS INC COM$1K0.00%HELD
370EXEEXPAND ENERGY CORPORATION COM$1K0.00%+1+8.3%
371OREALTY INCOME CORP COM$1K0.00%HELD
372NTRSNORTHERN TR CORP COM$1K0.00%HELD
373STTSTATE STR CORP COM$1K0.00%HELD
374LLOEWS CORP COM$1K0.00%HELD
375DRIDARDEN RESTAURANTS INC COM$1K0.00%HELD
376CWCURTISS WRIGHT CORP COM$1K0.00%+1+100.0%
377NDAQNASDAQ INC COM$1K0.00%+3+23.1%
378NUENUCOR CORP COM$1K0.00%HELD
379ADMARCHER DANIELS MIDLAND CO COM$1K0.00%+5+38.5%
380ATOATMOS ENERGY CORP COM$1K0.00%HELD
381WSMWILLIAMS SONOMA INC COM$1K0.00%HELD
382EXCEXELON CORP COM$1K0.00%+6+30.0%
383XELXCEL ENERGY INC COM$1K0.00%+5+45.5%
384JBHTHUNT J B TRANS SVCS INC COM$1K0.00%HELD
385CCL1EURCARNIVAL CORP COMMON STOCK$1K0.00%HELD
386MTDMETTLER TOLEDO INTERNATIONAL COM$1K0.00%HELD
387CINFCINCINNATI FINL CORP COM$1K0.00%HELD
388CNPCENTERPOINT ENERGY INC COM$1K0.00%+3+11.5%
389WABWABTEC COM$1K0.00%HELD
390ACGLARCH CAP GROUP LTD ORD$1K0.00%HELD
391SYFSYNCHRONY FINANCIAL COM$1K0.00%HELD
392LYVLIVE NATION ENTERTAINMENT INC COM$1K0.00%HELD
393FEFIRSTENERGY CORP COM$1K0.00%+3+14.3%
394TDYTELEDYNE TECHNOLOGIES INC COM$1K0.00%HELD
395USFDUS FOODS HLDG CORP COM$1K0.00%HELD
396PPGPPG INDS INC COM$1K0.00%+2+22.2%
397DGXQUEST DIAGNOSTICS INC COM$1K0.00%HELD
398ELVELEVANCE HEALTH INC FORMERLY A COM$1K0.00%-6-60.0%
399XPOXPO INC COM$1K0.00%HELD
400TDGTRANSDIGM GROUP INC COM$1K0.00%HELD
401FFIVF5 INC COM$1K0.00%HELD
402PPLPPL CORP COM$1K0.00%+4+15.4%
403GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$1K0.00%-6-27.3%
404LUVSOUTHWEST AIRLS CO COM$1K0.00%HELD
405CARRCARRIER GLOBAL CORPORATION COM$1K0.00%-6-23.1%
406STESTERIS PLC SHS USD$1K0.00%+1+25.0%
407AEEAMEREN CORP COM$1K0.00%HELD
408DLTRDOLLAR TREE INC COM$1K0.00%HELD
409SNASNAP ON INC COM$1K0.00%HELD
410VMCVULCAN MATLS CO COM$1K0.00%HELD
411CMSCMS ENERGY CORP COM$1K0.00%HELD
412PFGPRINCIPAL FINANCIAL GROUP INC COM$1K0.00%HELD
413MSCIMSCI INC COM$1K0.00%HELD
414ELLAUDER ESTEE COS INC CL A$1K0.00%HELD
415RFREGIONS FINANCIAL CORP NEW COM$1K0.00%HELD
416DDOGDATADOG INC CL A COM$1K0.00%+4+80.0%
417PKGPACKAGING CORP AMER COM$1K0.00%HELD
418WECWEC ENERGY GROUP INC COM$1K0.00%+2+28.6%
419RLRALPH LAUREN CORP CL A$1K0.00%HELD
420IQVIQVIA HLDGS INC COM$1K0.00%-1-14.3%
421ROLROLLINS INC COM$1K0.00%HELD
422RJFRAYMOND JAMES FINL INC COM$1K0.00%HELD
423BAXBAXTER INTL INC COM$1K0.00%+60NEW
424CSLCARLISLE COS INC COM$1K0.00%-1-25.0%
425ALNYALNYLAM PHARMACEUTICALS INC COM$9930.00%HELD
426VRSNVERISIGN INC COM$9930.00%HELD
427CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A$9820.00%+2+14.3%
428FTAIFTAI AVIATION LTD SHS$9800.00%+2+100.0%
429PRUPRUDENTIAL FINL INC COM$9770.00%-2-16.7%
430BURLBURLINGTON STORES INC COM$9760.00%HELD
431HPEHEWLETT PACKARD ENTERPRISE CO COM$9760.00%HELD
432SPOTSPOTIFY TECHNOLOGY S A SHS$9700.00%HELD
433MTZMASTEC INC COM$9650.00%+1+50.0%
434ZNGAZOOM COMMUNICATIONS INC CL A$9650.00%HELD
435KMBKIMBERLY-CLARK CORP COM$9650.00%+4+66.7%
436TXTTEXTRON INC COM$9630.00%HELD
437KEYKEYCORP COM$9620.00%HELD
438AWKAMERICAN WTR WKS CO INC NEW COM$9530.00%+1+16.7%
439LNTALLIANT ENERGY CORP COM$9330.00%HELD
440PCGPG&E CORP COM$9310.00%+7+15.2%
441ONON SEMICONDUCTOR CORP COM$9290.00%+15NEW
442LIILENNOX INTL INC COM$9280.00%+1+100.0%
443RSRELIANCE INC COM$9120.00%HELD
444TROWPRICE T ROWE GROUP INC COM$9010.00%HELD
445STZCONSTELLATION BRANDS INC CL A$9000.00%+5+500.0%
446RMDRESMED INC COM$8980.00%HELD
447NINISOURCE INC COM$8870.00%HELD
448BALLBALL CORP COM$8870.00%+2+15.4%
449UPSUNITED PARCEL SVCS INC CL B$8850.00%HELD
450DXCMDEXCOM INC COM$8790.00%+5+55.6%
451EIXEDISON INTL COM$8780.00%+4+50.0%
452AVYAVERY DENNISON CORP COM$8630.00%HELD
453WRBBERKLEY W R CORP COM$8620.00%HELD
454AXONAXON ENTERPRISE INC COM$8490.00%-8-80.0%
455INCYINCYTE CORP COM$8470.00%HELD
456NKENIKE INC CL B$8450.00%-14-46.7%
457CHDCHURCH & DWIGHT CO INC COM$8400.00%+5+125.0%
458NETCLOUDFLARE INC CL A COM$8250.00%-1-20.0%
459ENTGENTEGRIS INC COM$8210.00%HELD
460NTAPNETAPP INC COM$8190.00%-3-27.3%
461GISGENERAL MILLS INC COM$8190.00%-990-97.8%
462RGAREINSURANCE GROUP AMER INC COM NEW$8170.00%HELD
463NTRANATERA INC COM$8000.00%HELD
464NDSNNORDSON CORP COM$7980.00%HELD
465FOXFOX CORP CL B COM$7970.00%HELD
466SWSMURFIT WESTROCK PLC SHS$7970.00%+8+66.7%
467DKSDICKS SPORTING GOODS INC COM$7930.00%HELD
468KDPKEURIG DR PEPPER INC COM$7900.00%-2-6.3%
469TTWOTAKE-TWO INTERACTIVE SOFTWARE COM$7900.00%-1-20.0%
470FSLRFIRST SOLAR INC COM$7890.00%HELD
471PNRPENTAIR PLC SHS$7840.00%-2-18.2%
472CGCARLYLE GROUP INC COM$7740.00%-2-11.1%
473BBYBEST BUY INC COM$7700.00%-3-20.0%
474FWONKLIBERTY MEDIA CORP DEL COM LBTY ONE S C$7650.00%HELD
475JJACOBS SOLUTIONS INC COM$7640.00%HELD
476IEXIDEX CORP COM$7580.00%+1+33.3%
477SNOWSNOWFLAKE INC COM SHS$7540.00%+1+25.0%
478LECOLINCOLN ELEC HLDGS INC COM$7470.00%HELD
479ALLYALLY FINL INC COM$7450.00%HELD
480GPCGENUINE PARTS CO COM$7400.00%HELD
481EVRGEVERGY INC COM$7370.00%HELD
482WSOWATSCO INC COM$7280.00%+1+100.0%
483ZBHZIMMER BIOMET HOLDINGS INC COM$7230.00%-10-55.6%
484DPZDOMINOS PIZZA INC COM$7180.00%HELD
485TRMBTRIMBLE INC COM$7180.00%HELD
486XYLXYLEM INC COM$7170.00%-1-14.3%
487UHSUNIVERSAL HLTH SVCS INC CL B$7160.00%-1-20.0%
488MOSMOSAIC CO COM$7140.00%HELD
489IPINTERNATIONAL PAPER CO COM$7140.00%+12+150.0%
490PTCPTC INC COM$7120.00%HELD
491SWKSTANLEY BLACK & DECKER INC COM$7110.00%HELD
492RIVNRIVIAN AUTOMOTIVE INC COM CL A$7070.00%HELD
493MRPMILLROSE PPTYS INC COM CL A$7000.00%HELD
494RPMRPM INTL INC COM$6960.00%HELD
495SWKSSKYWORKS SOLUTIONS INC COM$6960.00%HELD
496TRUTRANSUNION COM$6920.00%+1+11.1%
497FTITECHNIPFMC PLC COM$6910.00%+10NEW
498SCCOSOUTHERN COPPER CORP COM$6880.00%HELD
499DDDUPONT DE NEMOURS INC COM$6870.00%+3+25.0%
500ALGNALIGN TECHNOLOGY INC COM$6860.00%+4NEW

Source: SEC EDGAR · accession 0002133991-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.