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Institutional

Essential Partners LLC

CIK 0002136442
$297.2M
Reported AUM
2,848
Positions
Q1 2026
Period
2026-05-21
Filed

The Brief · Essential Partners LLC · Q1 2026

AI · grounded in 13F

Essential Partners LLC more than doubled its position in the iShares 0-3 Month T-Bills ETF SGOV, increasing share count by 100.36%. The fund also grew its holdings in Schwab Fundamental Int'l Broad FNDF by 23.04% and GE Vernova Inc Com GEV by 4.01%. On the sell side, the fund reduced its stake in Roblox Corp Cl A RBLX by 85.92% and Atlassian Corporation Cl A TEAM by 84.24%.

Portfolio · Q1 2026

PHYS$14.9MFIX$4.8MOther$218.9MEL

Top holdings· first 500 of 2848

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1PHYSSprott Gold Convert to Physical$14.9M5.01%+4,022+1.0%
2FIXCOMFORT SYS USA INC COM$4.8M1.61%-4-0.1%
3NVDANVIDIA CORPORATION COM$3.8M1.27%-1,193-5.2%
4FNDFSchwab Fundamental Int'l Broad$3.7M1.24%+14,155+23.0%
5IVViShares S&P 500$3.5M1.18%+267+5.3%
6FNDBSchwab Fundamental U.S. Broad$3.5M1.16%+95+0.1%
7VGSHVanguard Short-Term USTS$3.3M1.11%+5,900+11.7%
8GMGENERAL MTRS CO COM$3.2M1.09%+441+1.0%
9GEGE AEROSPACE COM NEW$3.2M1.07%+431+4.0%
10MRKMERCK & CO INC COM$3.1M1.05%-3,348-11.4%
11FTITECHNIPFMC PLC COM$3.0M1.02%HELD
12GEVGE VERNOVA INC COM$2.9M0.99%+130+4.0%
13TERTERADYNE INC COM$2.9M0.98%+181+1.9%
14INCYINCYTE CORP COM$2.7M0.91%-698-2.4%
15PNCPNC FINL SVCS GROUP INC COM$2.7M0.89%+8+0.1%
16SGOViShares 0-3 Month T-Bills ETF$2.6M0.88%+12,991+100.4%
17CCITIGROUP INC COM NEW$2.6M0.86%+46+0.2%
18AVGOBROADCOM INC COM$2.3M0.78%+237+3.3%
19TPRTAPESTRY INC COM$2.1M0.71%HELD
20IEMGiShares Core MSCI Emerging Markets$2.1M0.71%+6,623+28.2%
21XLEEnergy ETF$2.1M0.70%+910+2.8%
22EIXEDISON INTL COM$2.0M0.67%-4,441-14.0%
23ANETARISTA NETWORKS INC COM SHS$2.0M0.67%-5,048-23.7%
24MSFTMICROSOFT CORP COM$2.0M0.66%+2,884+119.9%
25DINOHF SINCLAIR CORP COM$1.9M0.66%-126-0.4%
26APHAMPHENOL CORP CL A$1.9M0.64%-252-1.7%
27EMXCiShares MSCI Emerging Markets Ex-China$1.9M0.63%+5,532+30.1%
28FIVEFIVE BELOW INC COM$1.9M0.62%+91+1.1%
29GLWCORNING INC COM$1.8M0.62%-18-0.1%
30VRTVERTIV HOLDINGS CO COM CL A$1.8M0.61%+140+2.0%
31EXPEEXPEDIA GROUP INC COM NEW$1.8M0.61%-2,244-22.3%
32DALDELTA AIR LINES INC COM NEW$1.8M0.60%-138-0.5%
33AAPLAPPLE INC COM$1.8M0.60%+138+2.0%
34JNJJOHNSON & JOHNSON COM$1.7M0.58%-63-0.9%
35CMICUMMINS INC COM$1.7M0.58%+4+0.1%
36RLRALPH LAUREN CORP CL A$1.7M0.58%-193-3.7%
37GMOVGMO US Value$1.7M0.57%+4,774+8.6%
38INTCINTEL CORP COM$1.7M0.56%-18,503-33.0%
39COMTiShares GSCI Commodity Strategy$1.6M0.55%+1,146+2.4%
40CFGCITIZENS FINL GROUP INC COM$1.6M0.54%HELD
41ILMNILLUMINA INC COM$1.6M0.54%-551-4.1%
42JCIJOHNSON CTLS INTL PLC SHS$1.6M0.54%+186+1.5%
43FDXFEDEX CORP COM$1.6M0.53%+4+0.1%
44AMZNAMAZON COM INC COM$1.5M0.52%+814+12.3%
45VTIPVanguard Short-Term TIPS$1.5M0.51%+162+0.5%
46PCGPG&E CORP COM$1.4M0.48%-26,889-25.0%
47GMOIGMO INTERNATIONAL VALUE ETF$1.4M0.48%HELD
48AAALCOA CORP COM$1.4M0.46%+193+0.9%
49COMAuspice Commodity Strategy$1.4M0.46%+634+1.6%
50EMEEMCOR GROUP INC COM$1.4M0.46%+88+5.0%
51CNCCENTENE CORP DEL COM$1.3M0.44%-26,276-39.6%
52VLOVALERO ENERGY CORP COM$1.3M0.42%-2-0.0%
53SCHFSchwab International$1.3M0.42%+17,642+53.3%
54PEPPEPSICO INC COM$1.2M0.42%-5,857-42.3%
55USFDUS FOODS HLDG CORP COM$1.2M0.40%-253-1.9%
56EVREVERCORE INC CLASS A$1.2M0.40%+41+1.0%
57SCHRSchwab Intermediate USTS$1.2M0.39%+1,560+3.4%
58WMTWALMART INC COM$1.2M0.39%-199-2.1%
59BKRBAKER HUGHES COMPANY CL A$1.2M0.39%+13+0.1%
60ULTAULTA BEAUTY INC COM$1.1M0.38%+74+3.5%
61IVZINVESCO LTD SHS$1.1M0.38%-760-1.6%
62BMYBRISTOL-MYERS SQUIBB CO COM$1.1M0.38%+2,051+12.5%
63TRVTRAVELERS COMPANIES INC COM$1.1M0.38%-234-5.7%
64JBHTHUNT J B TRANS SVCS INC COM$1.1M0.37%+6+0.1%
65CBCHUBB LTD SWITZ COM$1.1M0.37%-776-18.8%
66HALHALLIBURTON CO COM$1.1M0.36%+118+0.4%
67BIIBBIOGEN INC COM$1.0M0.35%+5+0.1%
68MRVLMARVELL TECHNOLOGY INC COM$1.0M0.35%-1,551-12.9%
69ABNBAIRBNB INC COM CL A$1.0M0.35%-8,050-49.5%
70NTRANATERA INC COM$1.0M0.34%-450-8.1%
71SCHASchwab U.S. Small-Cap$1.0M0.34%+1,232+3.7%
72TTCTORO CO COM$983K0.33%+233+2.3%
73FCXFREEPORT MCMORAN INC CL B$968K0.33%+43+0.3%
74SNOWSNOWFLAKE INC COM SHS$963K0.32%-7,363-53.6%
75NOWSERVICENOW INC COM$962K0.32%-2,494-21.3%
76OSKOSHKOSH CORP COM$951K0.32%+3+0.0%
77VFCV F CORP COM$920K0.31%+6,777+14.3%
78MUMICRON TECHNOLOGY INC COM$916K0.31%+155+6.1%
79COPCONOCOPHILLIPS COM$889K0.30%+54+0.8%
80DVNDEVON ENERGY CORP NEW COM$881K0.30%-1,807-9.4%
81TXRHTEXAS ROADHOUSE INC COM$876K0.29%-1,971-27.1%
82TTTRANE TECHNOLOGIES PLC SHS$848K0.29%-67-3.2%
83MEDPMEDPACE HLDGS INC COM$848K0.29%-776-30.5%
84GRMNGARMIN LTD SHS$840K0.28%+130+3.7%
85DGDOLLAR GEN CORP COM$833K0.28%-5,010-41.7%
86SFSTIFEL FINL CORP COM$826K0.28%+4,093+57.8%
87SCHPSchwab Intermediate TIPS$824K0.28%+560+1.8%
88ETSYETSY INC COM$805K0.27%-5,510-25.5%
89WDCWESTERN DIGITAL CORP COM$805K0.27%-6-0.2%
90IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$803K0.27%+15,283NEW
91SPYSTATE STREET SPDR S&P 500 ETF$791K0.27%+1,216NEW
92HASHASBRO INC COM$790K0.27%+13+0.2%
93UALUNITED AIRLS HLDGS INC COM$784K0.26%-641-7.0%
94IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$783K0.26%+14,720NEW
95WCCWESCO INTL INC COM$783K0.26%HELD
96VSSVanguard FTSE All-World Ex-US Small-Cap$775K0.26%+1,709+47.3%
97MSCIMSCI INC COM$757K0.25%-1,531-52.1%
98NYTNEW YORK TIMES CO MTN BE CL A$755K0.25%+564+6.7%
99HIIHUNTINGTON INGALLS INDS INC COM$754K0.25%-31-1.5%
100ORIOLD REP INTL CORP COM$754K0.25%-5,129-21.3%
101DXJWisdomTree Japan Hedged$744K0.25%+817+21.1%
102THCTENET HEALTHCARE CORP COM NEW$744K0.25%-845-17.6%
103SPTLSPDR Long-Term USTS$743K0.25%+981+3.6%
104DBMFiMGP DBI Trend & Risk Alpha Strategy$730K0.25%+629+2.7%
105GDGENERAL DYNAMICS CORP COM$723K0.24%-348-14.2%
106NBIXNEUROCRINE BIOSCIENCES INC COM$720K0.24%-636-10.4%
107CWCURTISS WRIGHT CORP COM$714K0.24%HELD
108PSXPHILLIPS 66 COM$705K0.24%-149-3.7%
109AAAUGOLDMAN SACHS PHYSICAL GOLD ETF$689K0.23%+14,915NEW
110ALGNALIGN TECHNOLOGY INC COM$684K0.23%+6+0.2%
111DDOGDATADOG INC CL A COM$678K0.23%-47-0.8%
112WBSWEBSTER FINL CORP COM$673K0.23%HELD
113HPEHEWLETT PACKARD ENTERPRISE CO COM$669K0.23%+447+1.6%
114PANWPALO ALTO NETWORKS INC COM$665K0.22%-1,562-27.4%
115AXSAXIS CAP HLDGS LTD SHS$665K0.22%-1,508-18.7%
116VRSNVERISIGN INC COM$664K0.22%-4,340-61.9%
117TJXTJX COS INC NEW COM$660K0.22%+20+0.5%
118HLTHILTON WORLDWIDE HLDGS INC COM$648K0.22%HELD
119LVSLAS VEGAS SANDS CORP COM$644K0.22%-2,931-19.7%
120RGAREINSURANCE GROUP AMER INC COM NEW$642K0.22%-956-23.3%
121LAMRLAMAR ADVERTISING CO CL A$633K0.21%+9+0.2%
122BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$630K0.21%-338-20.5%
123CINFCINCINNATI FINL CORP COM$628K0.21%HELD
124ARWARROW ELECTRS INC COM$627K0.21%-254-5.5%
125KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A$627K0.21%-8-0.1%
126DDOMINION ENERGY INC COM$625K0.21%HELD
127MKTXMARKETAXESS HLDGS INC COM$611K0.21%-1,467-28.4%
128TOLTOLL BROTHERS INC COM$598K0.20%-5-0.1%
129FLSFLOWSERVE CORP COM$576K0.19%+5+0.1%
130BKBANK NEW YORK MELLON CORP COM$576K0.19%HELD
131ROKUROKU INC COM CL A$571K0.19%-1,328-18.0%
132REGNREGENERON PHARMACEUTICALS COM$568K0.19%-872-54.3%
133JHGJANUS HENDERSON GROUP PLC ORD SHS$568K0.19%+3+0.0%
134VTVVanguard U.S. Value$550K0.19%-35-1.2%
135LYFTLYFT INC CL A COM$547K0.18%-25,219-38.0%
136WABWABTEC COM$543K0.18%HELD
137EXELEXELIXIS INC COM$537K0.18%-11,819-48.5%
138IFFINTERNATIONAL FLAVORS&FRAGRANC COM$536K0.18%+41+0.6%
139SNDKSANDISK CORP COM$534K0.18%-773-47.9%
140OVVOVINTIV INC COM$527K0.18%-343-3.7%
141VYMVanguard U.S. High Dividend$526K0.18%-94-2.6%
142MTZMASTEC INC COM$523K0.18%+5+0.3%
143AMEAMETEK INC COM$507K0.17%+8+0.3%
144BWABORGWARNER INC COM$503K0.17%-1,011-9.8%
145ZIONZIONS BANCORPORATION NATL ASSN COM$502K0.17%+38+0.4%
146AHLTAHL Trend & Risk Alpha Strategy$501K0.17%+383+2.2%
147TXTTEXTRON INC COM$499K0.17%-349-5.8%
148GOOGLALPHABET INC CAP STK CL A$496K0.17%+110+6.8%
149BMRNBIOMARIN PHARMACEUTICAL INC COM$496K0.17%-8,843-50.2%
150ASHASHLAND INC COM$488K0.16%-1,903-17.8%
151SCHMSchwab U.S. Mid-Cap$484K0.16%+29+0.2%
152LRCXLAM RESEARCH CORP COM NEW$484K0.16%+10+0.4%
153GOOGALPHABET INC CAP STK CL C$482K0.16%+106+6.7%
154MANHMANHATTAN ASSOCIATES INC COM$478K0.16%-612-14.6%
155MNSTMONSTER BEVERAGE CORP NEW COM$467K0.16%+14+0.2%
156MDBMONGODB INC CL A$465K0.16%-212-10.0%
157UPSUNITED PARCEL SVCS INC CL B$463K0.16%-2,027-30.1%
158CIENCIENA CORP COM NEW$451K0.15%HELD
159LECOLINCOLN ELEC HLDGS INC COM$446K0.15%+4+0.2%
160QQNITY ELECTRONICS INC COMMON STOCK$440K0.15%+8+0.2%
161BPOPPOPULAR INC COM NEW$436K0.15%-243-7.0%
162TSNTYSON FOODS INC CL A$434K0.15%-4,010-37.2%
163FTNTFORTINET INC COM$427K0.14%+1,570+43.0%
164GLGLOBE LIFE INC COM$423K0.14%-957-24.0%
165GAPGAP INC COM$422K0.14%+15+0.1%
166MLIMUELLER INDS INC COM$422K0.14%-307-7.5%
167PEGAPEGASYSTEMS INC COM$421K0.14%-764-7.2%
168DDDUPONT DE NEMOURS INC COM$420K0.14%+15+0.2%
169OPPJWisdomTree Japan Hedged Small-Cap$415K0.14%-44-0.6%
170CMECME GROUP INC COM$415K0.14%-140-9.1%
171NEMNEWMONT CORP COM$410K0.14%-2,933-43.6%
172PLTRPALANTIR TECHNOLOGIES INC CL A$399K0.13%-232-7.8%
173LMTLOCKHEED MARTIN CORP COM$398K0.13%+88+15.4%
174DHRDANAHER CORP DEL COM$397K0.13%-671-24.3%
175STIPiShares Short-Term TIPS$394K0.13%+237+6.6%
176XCEMColumbia Emerging Markets Ex-China$393K0.13%+5,093+112.6%
177VOOVANGUARD S&P 500 ETF$391K0.13%HELD
178INTUINTUIT COM$388K0.13%+451+100.9%
179BDXBECTON DICKINSON & CO COM$388K0.13%-220-8.2%
180LTPZPIMCO 15 Year TIPS$387K0.13%+371+5.1%
181AMKRAMKOR TECHNOLOGY INC COM$384K0.13%HELD
182FLRFLUOR CORP COM$383K0.13%-1,204-12.8%
183TGTTARGET CORP COM$383K0.13%+352+12.5%
184TCBITEXAS CAP BANCSHARES INC COM$382K0.13%HELD
185GGENPACT LIMITED SHS$380K0.13%+979+10.6%
186METAMETA PLATFORMS INC CL A$378K0.13%-15-2.2%
187VBRVanguard U.S. Small-Cap Value$376K0.13%+59+3.5%
188ZNGAZOOM COMMUNICATIONS INC CL A$375K0.13%-13,906-74.9%
189ADTADT INC DEL COM$375K0.13%-62,481-52.3%
190EFXEQUIFAX INC COM$367K0.12%+1,947+2116.3%
191VEEVVEEVA SYS INC CL A COM$367K0.12%-427-17.0%
192CCKCROWN HLDGS INC COM$364K0.12%-65-1.8%
193VOVanguard Mid-Cap ETF$360K0.12%HELD
194PNFPPINNACLE FINL PARTNERS INC COM$348K0.12%+1,209+42.7%
195CRBGCOREBRIDGE FINL INC COM$348K0.12%-11,414-43.9%
196EWEDWARDS LIFESCIENCES CORP COM$347K0.12%-281-6.1%
197NDAQNASDAQ INC COM$346K0.12%-3,513-46.3%
198MTCHMATCH GROUP INC NEW COM$344K0.12%-10,770-49.0%
199DOWDOW HLDGS INC COM$343K0.12%+6,760+461.7%
200UIUBIQUITI INC COM$342K0.12%HELD
201QQQMINVESCO NASDAQ 100 ETF$338K0.11%+1,395+5166.7%
202FLJPFranklin FTSE Japan$336K0.11%+1,724+22.8%
203PBPROSPERITY BANCSHARES INC COM$336K0.11%-433-8.0%
204DOVDOVER CORP COM$336K0.11%+3+0.2%
205HOODROBINHOOD MKTS INC COM CL A$336K0.11%-802-14.2%
206VTRVENTAS INC COM$335K0.11%-857-17.3%
207ITGARTNER INC COM$333K0.11%-239-10.2%
208VMIVALMONT INDS INC COM$328K0.11%-69-7.8%
209VTVangaurd Total World Stock ETF$327K0.11%+317+15.5%
210TSLATESLA INC COM$321K0.11%+21+2.5%
211CTRACOTERRA ENERGY INC COM$318K0.11%+22+0.2%
212EQIXEQUINIX INC COM$315K0.11%+234+269.0%
213AEPAMERICAN ELEC PWR CO INC COM$314K0.11%-64-2.6%
214AWIARMSTRONG WORLD INDS INC NEW COM$314K0.11%-612-24.3%
215AGXARGAN INC COM$308K0.10%HELD
216DOCUDOCUSIGN INC COM$306K0.10%+5,407+520.4%
217DLTRDOLLAR TREE INC COM$305K0.10%+42+1.5%
218AAGILENT TECHNOLOGIES INC COM$303K0.10%+690+35.1%
219DFJWisdomTree Japan Small-Cap Dividend$301K0.10%+615+26.3%
220RBLXROBLOX CORP CL A$301K0.10%-32,451-85.9%
221GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$301K0.10%+300+10.2%
222FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW$300K0.10%+11+0.4%
223CRMSALESFORCE INC COM$300K0.10%+1,108+222.5%
224SCHWSCHWAB CHARLES CORP COM$299K0.10%-333-9.5%
225DISDISNEY WALT CO COM$296K0.10%-68-2.2%
226STNGSCORPIO TANKERS INC SHS$295K0.10%+1+0.0%
227PMPHILIP MORRIS INTL INC COM$288K0.10%+66+3.9%
228KMIKINDER MORGAN INC DEL COM$287K0.10%+264+3.2%
229COFCAPITAL ONE FINL CORP COM$287K0.10%-4,656-74.7%
230SPGIS&P GLOBAL INC COM$286K0.10%-242-26.4%
231PYPLPAYPAL HLDGS INC COM$284K0.10%-1,688-21.2%
232MOHMOLINA HEALTHCARE INC COM$283K0.10%+2,101+8754.2%
233CMGCHIPOTLE MEXICAN GRILL INC COM$276K0.09%-2,886-25.1%
234AFGAMERICAN FINANCIAL GROUP INC COM$276K0.09%-864-28.6%
235CSCOCISCO SYS INC COM$275K0.09%+54+1.5%
236VWOVanguard FTSE Emerging Markets$274K0.09%+2,554+101.6%
237STLDSTEEL DYNAMICS INC COM$270K0.09%-1-0.1%
238COSTCOSTCO WHOLESALE CORPORATION COM$270K0.09%+244+903.7%
239LLYELI LILLY & CO COM$270K0.09%+71+32.0%
240MCKMCKESSON CORP COM$269K0.09%HELD
241BKNGBOOKING HOLDINGS INC COM$265K0.09%-63-50.0%
242BALLBALL CORP COM$264K0.09%+694+18.4%
243VGLTVANGUARD LONG-TERM TREASURY ETF$264K0.09%+227+5.0%
244SYFSYNCHRONY FINANCIAL COM$264K0.09%-585-13.1%
245GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK$262K0.09%-25,617-36.9%
246RGLDROYAL GOLD INC COM$262K0.09%HELD
247PKPARK HOTELS & RESORTS INC COM$260K0.09%+122+0.5%
248LULULULULEMON ATHLETICA INC COM$259K0.09%+1,690+84500.0%
249ARMKARAMARK COM$256K0.09%-344-5.2%
250TMUST-MOBILE US INC COM$256K0.09%+940+336.9%
251EDCONSOLIDATED EDISON INC COM$255K0.09%+13+0.6%
252ADBEADOBE INC COM$254K0.09%+285+37.5%
253LDOSLEIDOS HOLDINGS INC COM$254K0.09%-205-11.2%
254IDXXIDEXX LABS INC COM$253K0.09%-7-1.5%
255IQVIQVIA HLDGS INC COM$251K0.08%-866-37.1%
256NWSANEWS CORP NEW CL A$251K0.08%-13,443-57.2%
257AONAON PLC SHS CL A$249K0.08%+541+235.2%
258AGGISHARES CORE U.S. AGGREGATE BOND ETF$248K0.08%+2,500NEW
259JPMJPMORGAN CHASE & CO COM$247K0.08%+6+0.7%
260BURLBURLINGTON STORES INC COM$244K0.08%+441+142.3%
261HONHONEYWELL INTL INC COM$242K0.08%+291+37.4%
262MATMATTEL INC COM$239K0.08%-10,476-38.9%
263NTRSNORTHERN TR CORP COM$239K0.08%HELD
264MGMMGM RESORTS INTERNATIONAL COM$236K0.08%-4,138-39.4%
265WWDWOODWARD INC COM$232K0.08%HELD
266KMXCARMAX INC COM$232K0.08%-1,408-20.2%
267CRHCRH PLC ORD$231K0.08%+466+27.0%
268OMCOMNICOM GROUP INC COM$227K0.08%-154-4.9%
269PKGPACKAGING CORP AMER COM$226K0.08%HELD
270CRUSCIRRUS LOGIC INC COM$225K0.08%-33-2.1%
271JJACOBS SOLUTIONS INC COM$223K0.08%-1,500-46.1%
272WEXWEX INC COM$222K0.07%+247+20.5%
273GSGiShares GSCI Commodity Strategy$220K0.07%HELD
274BACBANK OF AMER CORP COM$220K0.07%-613-11.9%
275SITESITEONE LANDSCAPE SUPPLY INC COM$219K0.07%+283+20.8%
276NTNXNUTANIX INC CL A$219K0.07%+1,255+27.9%
277PGPROCTER & GAMBLE CO COM$216K0.07%+1,313+733.5%
278GLUEMONTE ROSA THERAPEUTICS INC COM$214K0.07%-100-0.8%
279HWMHOWMET AEROSPACE INC COM$213K0.07%HELD
280ESEVERSOURCE ENERGY COM$213K0.07%+838+37.6%
281NNNNNN REIT INC COM$211K0.07%-240-4.6%
282MASIMASIMO CORP COM$210K0.07%+296+33.4%
283DKNGDRAFTKINGS INC NEW COM CL A$210K0.07%-8,427-46.4%
284CHWYCHEWY INC CL A$210K0.07%+4,600+144.7%
285ILFISHARES LATIN AMERICA 40 ETF$210K0.07%HELD
286DOCSDOXIMITY INC CL A$209K0.07%+8,954+34438.5%
287TNLTRAVEL PLUS LEISURE CO COM$207K0.07%HELD
288FISFIDELITY NATL INFORMATION SVCS COM$206K0.07%+3,593+451.4%
289INDAiShares India$204K0.07%HELD
290ROSTROSS STORES INC COM$203K0.07%+11+1.2%
291BFAMBRIGHT HORIZONS FAM SOL IN DEL COM$203K0.07%+684+38.3%
292KEYKEYCORP COM$202K0.07%HELD
293XOMEXXON MOBIL CORP COM$202K0.07%+6+0.5%
294ITTITT INC COM$200K0.07%+90+9.4%
295FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF$198K0.07%HELD
296UTHRUNITED THERAPEUTICS CORP DEL COM$197K0.07%-1,247-78.9%
297SSENTINELONE INC CL A$197K0.07%+9,365+157.1%
298BULLWEBULL CORP ORD SHS$193K0.07%+40,304NEW
299BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$191K0.06%+2,086+104300.0%
300VIKVIKING HOLDINGS LTD ORD SHS$188K0.06%+16+0.6%
301ECLECOLAB INC COM$187K0.06%-1,045-59.7%
302MHKMOHAWK INDS INC COM$186K0.06%+1,067+129.3%
303PAYXPAYCHEX INC COM$186K0.06%+1,977+4493.2%
304IJRISHARES CORE S&P SMALL CAP ETF$186K0.06%+78+5.5%
305PCORPROCORE TECHNOLOGIES INC COM$184K0.06%+3,044+1585.4%
306LENLENNAR CORP CL A$182K0.06%+2,070+7666.7%
307TRMBTRIMBLE INC COM$179K0.06%-754-21.6%
308TEAMATLASSIAN CORPORATION CL A$178K0.06%-13,919-84.2%
309MCYMERCURY GENL CORP NEW COM$177K0.06%HELD
310CVXCHEVRON CORPORATION COM$173K0.06%+67+8.7%
311MTGMGIC INVT CORP WIS COM$169K0.06%-5,339-45.3%
312BLKBLACKROCK INC COM$169K0.06%+120+214.3%
313GTLBGITLAB INC CLASS A COM$169K0.06%-2,399-23.6%
314ARANTERO RESOURCES CORP COM$167K0.06%-411-9.5%
315PLDPROLOGIS INC. COM$167K0.06%-103-7.6%
316VEAVANGUARD FTSE DEVELOPED MARKETS ETF$166K0.06%+1,274+96.7%
317NFLXNETFLIX INC. COM$165K0.06%+716+71.7%
318AKAMAKAMAI TECHNOLOGIES INC COM$165K0.06%HELD
319TWTRADEWEB MKTS INC CL A$161K0.05%-502-26.8%
320PTCTPTC THERAPEUTICS INC COM$161K0.05%HELD
321ATIATI INC COM$161K0.05%+10+0.9%
322COLBCOLUMBIA BKG SYS INC COM$159K0.05%-25-0.4%
323USHYiShares High Yield Bonds$157K0.05%+3,599+549.5%
324RBCRBC BEARINGS INC COM$156K0.05%+2+0.7%
325VMCVULCAN MATLS CO COM$154K0.05%-21-3.6%
326VSTVISTRA CORP COM$152K0.05%HELD
327MRSHMARSH & MCLENNAN COS INC COM$151K0.05%-328-27.4%
328LITELUMENTUM HLDGS INC COM$150K0.05%+183+590.3%
329IPGPIPG PHOTONICS CORP COM$149K0.05%-18-1.4%
330SONSONOCO PRODS CO COM$149K0.05%-169-5.8%
331CRSCARPENTER TECHNOLOGY CORP COM$149K0.05%+34+9.9%
332NOCNORTHROP GRUMMAN CORP COM$149K0.05%+2+0.9%
333VLYVALLEY NATL BANCORP COM$147K0.05%HELD
334OXYOCCIDENTAL PETE CORP COM$147K0.05%+2,232+9704.3%
335IAUISHARES GOLD TRUST$146K0.05%+1,519+1108.8%
336USBUS BANCORP COM NEW$143K0.05%+14+0.5%
337CCL1EURCARNIVAL CORP COMMON STOCK$142K0.05%+5,493NEW
338GRALGRAIL INC COM$142K0.05%-223-7.5%
339ALLEALLEGION PLC ORD SHS$140K0.05%-239-19.8%
340FNFABRINET SHS$140K0.05%HELD
341CMFISHARES CALIFORNIA MUNI BOND ETF$140K0.05%HELD
342CMCSACOMCAST CORP NEW CL A$140K0.05%+3,965+436.2%
343WELLWELLTOWER INC COM$140K0.05%+26+3.8%
344CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES$139K0.05%-14-0.9%
345BTUPEABODY ENERGY CORP COM$139K0.05%HELD
346UBERUBER TECHNOLOGIES INC COM$139K0.05%-82-4.1%
347SNSHARKNINJA INC COM SHS$138K0.05%+6+0.5%
348BGBUNGE GLOBAL SA COM SHS$138K0.05%HELD
349MMM3M CO COM$137K0.05%-7,298-88.5%
350NTAPNETAPP INC COM$137K0.05%-796-37.3%
351DECKDECKERS OUTDOOR CORP COM$136K0.05%+723+113.7%
352ENVAENOVA INTL INC COM$134K0.05%+1+0.1%
353NOVNOV INC COM$133K0.04%HELD
354SIRISIRIUSXM HOLDINGS INC COMMON STOCK$133K0.04%-7,457-56.4%
355KDPKEURIG DR PEPPER INC COM$133K0.04%-27,331-84.4%
356CHRDCHORD ENERGY CORPORATION COM NEW$133K0.04%-773-45.3%
357STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$132K0.04%+5+1.5%
358HSTHOST HOTELS & RESORTS INC COM$131K0.04%+784+12.9%
359HCAHCA HEALTHCARE INC COM$131K0.04%-87-23.9%
360CMDYiShares BBG Commodity Select Strategy$131K0.04%-70-3.1%
361AMPAMERIPRISE FINL INC COM$131K0.04%-581-66.4%
362MCDMCDONALDS CORP COM$131K0.04%+31+8.0%
363GPCGENUINE PARTS CO COM$129K0.04%+1,172+2298.0%
364ROPROPER TECHNOLOGIES INC COM$129K0.04%-1,339-78.6%
365MOALTRIA GROUP INC COM$129K0.04%+275+16.4%
366HTOH2O AMERICA COM$129K0.04%-228-9.4%
367ESTCELASTIC N V ORD SHS$128K0.04%-11,887-82.3%
368ETNEATON CORP PLC SHS$127K0.04%-10-2.7%
369LEALEAR CORP COM NEW$126K0.04%+2+0.2%
370SRPTSAREPTA THERAPEUTICS INC COM$126K0.04%-2,642-31.4%
371LCIDLUCID GROUP INC COM NEW$126K0.04%+13,185NEW
372PCTYPAYLOCITY HLDG CORP COM$125K0.04%-712-38.1%
373BCBRUNSWICK CORP COM$125K0.04%HELD
374AXTAAXALTA COATING SYS LTD COM$125K0.04%+84+1.9%
375TREXTREX INC COM$123K0.04%+669+24.6%
376PFEPFIZER INC COM$123K0.04%+724+19.8%
377TENBTENABLE HLDGS INC COM$122K0.04%+5,937+456.3%
378AMDADVANCED MICRO DEVICES INC COM$122K0.04%+22+3.8%
379CITHE CIGNA GROUP COM$121K0.04%-275-37.7%
380BBWIBATH & BODY WORKS INC COM$121K0.04%-5,434-45.5%
381ACMRACM RESH INC COM CL A$120K0.04%HELD
382MCOMOODYS CORP COM$120K0.04%+231+537.2%
383GFSGLOBALFOUNDRIES INC ORDINARY SHARES$119K0.04%+11+0.4%
384OOMAOOMA INC COM$119K0.04%+626+8.3%
385PFGPRINCIPAL FINANCIAL GROUP INC COM$119K0.04%-999-43.1%
386SHYISHARES 1-3 YEAR TREASURY BOND ETF$118K0.04%+7+0.5%
387NTBBANK OF N T BUTTERFIELD & SON SHS NEW$118K0.04%HELD
388UNHUNITEDHEALTH GROUP INC COM$117K0.04%+31+7.7%
389FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$116K0.04%-31-5.9%
390DHID R HORTON INC COM$116K0.04%-1,866-68.9%
391PHMPULTE GROUP INC COM$114K0.04%+18+1.9%
392DXCMDEXCOM INC COM$114K0.04%-320-15.0%
393PCARPACCAR INC COM$114K0.04%+6+0.6%
394CRCRANE COMPANY COMMON STOCK$114K0.04%-234-26.1%
395CMPRCIMPRESS PLC SHS EURO$113K0.04%HELD
396TDOCTELADOC HEALTH INC COM$113K0.04%+20,695NEW
397CATCATERPILLAR INC COM$113K0.04%+6+3.9%
398MDTMEDTRONIC PLC SHS$112K0.04%-4,325-77.0%
399LYBLYONDELLBASELL INDUSTRIES NV SHS - A -$111K0.04%+370+36.6%
400FRFIRST INDL RLTY TR INC COM$111K0.04%HELD
401TXG10X GENOMICS INC CL A COM$111K0.04%HELD
402PEVERPURE INC CL A$111K0.04%-678-26.6%
403FRPTFRESHPET INC COM$111K0.04%+24+1.3%
404AMTMAMENTUM HOLDINGS INC COM$110K0.04%-7-0.2%
405EXREXTRA SPACE STORAGE INC COM$110K0.04%-1,244-59.8%
406OISOIL STS INTL INC COM$110K0.04%HELD
407WENWENDYS CO COM$109K0.04%-47,238-75.1%
408NENOBLE CORP PLC ORD SHS A$109K0.04%HELD
409CACICACI INTL INC CL A$108K0.04%HELD
410APPNAPPIAN CORP CL A$107K0.04%+3,017+213.4%
411SYKSTRYKER CORPORATION COM$106K0.04%+298+1192.0%
412MORNMORNINGSTAR INC COM$106K0.04%-304-32.7%
413PODDINSULET CORP COM$106K0.04%+499+9980.0%
414NWENORTHWESTERN ENERGY GROUP INC COM NEW$106K0.04%+8+0.5%
415CGNXCOGNEX CORP COM$105K0.04%+239+12.5%
416EPREPR PPTYS COM SH BEN INT$105K0.04%-578-21.5%
417ONTOONTO INNOVATION INC COM$105K0.04%HELD
418PBFPBF ENERGY INC CL A$104K0.04%HELD
419DPZDOMINOS PIZZA INC COM$103K0.03%+213+284.0%
420AITAPPLIED INDL TECHNOLOGIES INC COM$103K0.03%-30-7.2%
421BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS$103K0.03%+2,245+3621.0%
422CVSCVS HEALTH CORP COM$102K0.03%-2,328-62.0%
423VVISA INC COM CL A$102K0.03%+95+38.9%
424ABCBAMERIS BANCORP COM$101K0.03%-204-13.7%
425ADIANALOG DEVICES INC COM$100K0.03%+4+1.3%
426NTCTNETSCOUT SYS INC COM$100K0.03%+9+0.3%
427FNFFIDELITY NATL FINL INC COM SHS$100K0.03%-2,721-55.8%
428NXDRNEXTDOOR HOLDINGS INC COM CL A$100K0.03%-17,433-19.6%
429APAAPA CORPORATION COM$99K0.03%HELD
430MUSAMURPHY USA INC COM$98K0.03%-245-55.2%
431KKRKKR & CO INC COM$98K0.03%+1,032+3440.0%
432LINELINEAGE INC COM$96K0.03%+1,311+80.8%
433EAELECTRONIC ARTS INC COM$96K0.03%+2+0.4%
434BKHBLACK HILLS CORP COM$96K0.03%+15+1.1%
435HAEHAEMONETICS CORP MASS COM$95K0.03%-11-0.6%
436RTXRTX CORPORATION COM$94K0.03%+11+2.3%
437KNSAKINIKSA PHARMACEUTICALS INTL P ORD SHS CL A$93K0.03%HELD
438SFMSPROUTS FMRS MKT INC COM$92K0.03%+1,149+2497.8%
439OMFONEMAIN HLDGS INC COM$92K0.03%+572+49.7%
440DARDARLING INGREDIENTS INC COM$91K0.03%+817+123.8%
441STESTERIS PLC SHS USD$91K0.03%-973-70.2%
442KEYSKEYSIGHT TECHNOLOGIES INC COM$91K0.03%+40+14.1%
443FTREFORTREA HLDGS INC COMMON STOCK$91K0.03%+5,647+140.2%
444MOSMOSAIC CO COM$91K0.03%+1,597+81.0%
445ORCLORACLE CORP COM$90K0.03%-1,701-73.5%
446FRSHFRESHWORKS INC CLASS A COM$90K0.03%+4,876+76.9%
447MELIMERCADOLIBRE INC COM$90K0.03%+43+477.8%
448REYNREYNOLDS CONSUMER PRODS INC COM$89K0.03%-3,764-47.1%
449SYYSYSCO CORP COM$89K0.03%+4+0.3%
450TFCTRUIST FINL CORP COM$89K0.03%-63-3.1%
451LFUSLITTELFUSE INC COM$89K0.03%+1+0.4%
452SLBSLB LIMITED COM STK$89K0.03%+40+2.4%
453BANDBANDWIDTH INC COM CL A$89K0.03%+130+2.7%
454PPCPILGRIMS PRIDE CORP COM$89K0.03%-1,026-30.4%
455WWAYFAIR INC CL A$87K0.03%-943-44.8%
456EWBCEAST WEST BANCORP INC COM$87K0.03%+14+1.7%
457AMCAMC ENTMT HLDGS INC CL A NEW$86K0.03%+88,049+244580.6%
458JXNJACKSON FINANCIAL INC COM CL A$86K0.03%-70-7.9%
459CSTMCONSTELLIUM SE CL A SHS$86K0.03%HELD
460ISRGINTUITIVE SURGICAL INC COM NEW$86K0.03%+151+431.4%
461KLACKLA CORP COM NEW$85K0.03%HELD
462STRLSTERLING INFRASTRUCTURE INC COM$85K0.03%HELD
463BYNDBEYOND MEAT INC COM$84K0.03%+120,043NEW
464ALSNALLISON TRANSMISSION HLDGS INC COM$84K0.03%HELD
465YETIYETI HLDGS INC COM$84K0.03%HELD
466MRPMILLROSE PPTYS INC COM CL A$84K0.03%HELD
467VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF$83K0.03%+6+0.4%
468FISVFISERV INC COM$83K0.03%-3-0.2%
469AXAXOS FINANCIAL INC COM$83K0.03%HELD
470NETCLOUDFLARE INC CL A COM$83K0.03%+51+14.5%
471ADSKAUTODESK INC COM$82K0.03%-3,214-90.3%
472VSNTVERSANT MEDIA GROUP INC COM CL A$82K0.03%+2,204NEW
473HBANHUNTINGTON BANCSHARES INC COM$82K0.03%-33,815-86.6%
474CPAYCORPAY INC COM SHS$81K0.03%-2-0.7%
475CFFNCAPITOL FED FINL INC COM$80K0.03%+5+0.0%
476HUBSHUBSPOT INC COM$80K0.03%-2,458-88.3%
477ABTABBOTT LABORATORIES COM$79K0.03%+372+92.8%
478FHBFIRST HAWAIIAN INC COM$79K0.03%-1,090-25.3%
479COKECOCA COLA CONS INC COM$78K0.03%HELD
480APTVAPTIV PLC COM SHS$78K0.03%-316-21.9%
481PHRPHREESIA INC COM$78K0.03%+8,873+2016.6%
482IRWDIRONWOOD PHARMACEUTICALS INC COM CL A$78K0.03%+21+0.1%
483IEFAISHARES CORE MSCI EAFE ETF$77K0.03%HELD
484IEXIDEX CORP COM$77K0.03%HELD
485HUNHUNTSMAN CORP COM$77K0.03%+1,655+40.3%
486BHVNBIOHAVEN LTD COM$76K0.03%+2,169+31.7%
487LBTYALIBERTY GLOBAL LTD COM CL A$76K0.03%-2,467-28.1%
488BBYBEST BUY INC COM$76K0.03%-13,077-91.7%
489IGFISHARES GLOBAL INFRASTRUCTURE ETF$76K0.03%+1,127NEW
490BRBROADRIDGE FINL SOLUTIONS INC COM$75K0.03%+382+465.9%
491REGREGENCY CTRS CORP COM$75K0.03%-505-33.7%
492TIPISHARES TIPS BOND ETF$75K0.03%-42-5.8%
493ANAUTONATION INC COM$74K0.02%-221-37.0%
494CRCLCIRCLE INTERNET GROUP INC COM CL A$73K0.02%+726+1728.6%
495IVEISHARES S&P 500 VALUE ETF$73K0.02%HELD
496CDECOEUR MNG INC COM NEW$72K0.02%+4+0.1%
497GSGOLDMAN SACHS GROUP INC COM$72K0.02%HELD
498GILDGILEAD SCIENCES INC COM$72K0.02%+39+8.2%
499ETENERGY TRANSFER L P COM UT LTD PTN$72K0.02%HELD
500PAGPENSKE AUTOMOTIVE GRP INC COM$72K0.02%-1,233-72.0%

Source: SEC EDGAR · accession 0002136442-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.