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Institutional

Fielder Capital Group LLC

CIK 0002010765
$459.1M
Reported AUM
290
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Fielder Capital Group LLC · Q1 2026

AI · grounded in 13F

Fielder Capital Group LLC reduced its position in AAPL by 68.66%. The fund also trimmed holdings in SLV by 55.64% and SIVR by 53.19%. Conversely, the manager accumulated shares of CTA by 12.06% and URNM by 4.60%.

Portfolio · Q1 2026

COPX$21.9MGDX$20.3MIAU$19.5MIAUM$18.4MGDXJ$17.4MTPL$16.4MXLE$15.5MCTA$14.1MSPPP$13.6MSLVP$11.9MREFI$10.9MURNM$9.6MOther$269.5MFL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1COPXGLOBAL X FDS$21.9M4.77%-28,973-9.2%
2GDXVANECK ETF TRUST$20.3M4.42%HELD
3IAUISHARES GOLD TR$19.5M4.25%-17,178-7.2%
4IAUMISHARES GOLD TR$18.4M4.01%+9,833+2.6%
5GDXJVANECK ETF TRUST$17.4M3.79%+713+0.5%
6TPLTEXAS PACIFIC LAND CORPORATI$16.4M3.58%-3,348-8.8%
7XLESELECT SECTOR SPDR TR$15.5M3.39%-512-0.2%
8CTASIMPLIFY EXCHANGE TRADED FUN$14.1M3.08%+50,390+12.1%
9SPPPSPROTT ASSET MANAGEMENT LP$13.6M2.95%+22,455+2.6%
10SLVPISHARES INC$11.9M2.60%-276,755-45.1%
11REFICHICAGO ATLANTIC REAL ESTATE$10.9M2.37%+127,632+15.3%
12URNMSPROTT FDS TR$9.6M2.10%+6,714+4.6%
13KCCAKRANESHARES TRUST$9.5M2.07%+130,308+25.5%
14NVDANVIDIA CORPORATION$8.2M1.80%+1,500+3.3%
15BITBBITWISE BITCOIN ETF TR$7.5M1.64%+921+0.5%
16CPTCAMDEN PPTY TR$7.0M1.53%+14,145+24.6%
17MAAMID-AMER APT CMNTYS INC$6.8M1.48%+12,262+28.3%
18BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M1.31%-488-3.7%
19DLRDIGITAL RLTY TR INC$5.9M1.28%+2,259+7.4%
20GBTCGRAYSCALE BITCOIN TRUST ETF$5.9M1.28%-1,468-1.3%
21BITOPROSHARES TR$5.8M1.27%+1,577+0.3%
22EQTEQT CORP$5.8M1.26%-3,132-3.3%
23RRCRANGE RES CORP$5.7M1.24%+2,086+1.7%
24PSLVSPROTT ASSET MANAGEMENT LP$5.5M1.20%-213,117-48.5%
25ARANTERO RESOURCES CORP$5.5M1.20%+1,368+1.1%
26AVUSAMERICAN CENTY ETF TR$5.4M1.17%+7,161+17.4%
27XOMEXXON MOBIL CORP$5.3M1.14%-795-2.5%
28AAPLAPPLE INC$4.8M1.05%-41,587-68.7%
29MLIMUELLER INDS INC$4.8M1.04%+99+0.2%
30CVXCHEVRON CORPORATION$3.6M0.78%-895-4.9%
31SPYSTATE STR SPDR S&P 500 ETF T$3.4M0.74%+5+0.1%
32ETHGRAYSCALE ETHEREUM STAKING$3.4M0.73%+50,550+42.4%
33DNNDENISON MINES CORP$3.2M0.70%-95,957-9.5%
34BTCGRAYSCALE BITCOIN MINI TR ET$3.1M0.68%+21,121+25.6%
35PLTRPALANTIR TECHNOLOGIES INC$3.1M0.68%-1,577-6.9%
36NXENEXGEN ENERGY LTD$3.0M0.66%-20,476-7.3%
37MSFTMICROSOFT CORP$3.0M0.66%+1,082+15.3%
38WPMWHEATON PRECIOUS METALS CORP$2.8M0.61%-2,379-10.0%
39SLVISHARES SILVER TR$2.7M0.60%-50,311-55.6%
40SIVRABRDN SILVER ETF TRUST$2.7M0.59%-43,011-53.2%
41GOOGLALPHABET INC$2.3M0.50%+13+0.2%
42UUUUENERGY FUELS INC$2.1M0.46%-1,191-1.0%
43COSTCOSTCO WHOLESALE CORPORATION$2.1M0.45%+66+3.3%
44COINCOINBASE GLOBAL INC$2.0M0.43%+1,761+18.6%
45GOOGALPHABET INC$2.0M0.43%-99-1.4%
46ETHEGRAYSCALE ETHEREUM STAKING E$1.9M0.41%HELD
47AXPAMERICAN EXPRESS CO$1.9M0.40%+103+1.7%
48JPMJPMORGAN CHASE & CO$1.8M0.40%-257-4.0%
49FANGDIAMONDBACK ENERGY INC$1.7M0.38%+5+0.1%
50PGPROCTER & GAMBLE CO$1.6M0.35%+747+7.2%
51FNVFRANCO NEV CORP$1.6M0.35%-687-9.6%
52PHYSSPROTT ASSET MANAGEMENT LP$1.5M0.33%HELD
53AMZNAMAZON COM INC$1.4M0.30%-451-6.3%
54VEAVANGUARD TAX-MANAGED FDS$1.4M0.30%+1+0.0%
55METAMETA PLATFORMS INC$1.3M0.29%+34+1.5%
56ITOTISHARES TR$1.3M0.29%HELD
57MAMASTERCARD INCORPORATED$1.3M0.28%-181-6.6%
58LLOEWS CORP$1.2M0.26%-2,735-19.9%
59SGOLETFS GOLD TR$1.2M0.25%-4,065-13.5%
60AMATAPPLIED MATLS INC$1.2M0.25%-355-9.5%
61ISRGINTUITIVE SURGICAL INC$1.1M0.25%-53-2.1%
62GWWWW GRAINGER INC$1.1M0.24%-193-15.9%
63AVGOBROADCOM INC$1.1M0.24%+551+18.6%
64VOOVANGUARD INDEX FDS$1.1M0.24%-1,249-40.8%
65VUGVANGUARD INDEX FDS$1.1M0.23%-619-20.2%
66AMDADVANCED MICRO DEVICES INC$1.1M0.23%-965-15.6%
67VVISA INC$1.1M0.23%+146+4.4%
68MLPXGLOBAL X FDS$1.0M0.23%+782+5.9%
69UNHUNITEDHEALTH GROUP INC$1.0M0.22%-601-13.7%
70SCHFSCHWAB STRATEGIC TR$1.0M0.22%HELD
71TSLATESLA INC$989K0.22%HELD
72NFLXNETFLIX INC.$984K0.21%+1,404+15.9%
73GSOLGRAYSCALE SOLANA STAKING ETF$975K0.21%+159,118NEW
74KOCOCA COLA CO$960K0.21%-995-7.3%
75AMPAMERIPRISE FINL INC$930K0.20%+19+0.9%
76PBTPERMIAN BASIN RTY TR$898K0.20%-6,492-13.5%
77SILJAMPLIFY ETF TR$893K0.19%-25,842-46.2%
78QUREQUANTA SVCS INC$876K0.19%+14+0.9%
79CRWVCOREWEAVE INC$871K0.19%-3,509-23.8%
80NEMNEWMONT CORP$862K0.19%-19-0.2%
81JETSETF SER SOLUTIONS$858K0.19%+34,850NEW
82TSMTAIWAN SEMICONDUCTOR MANUFAC$835K0.18%HELD
83LNGCHENIERE ENERGY INC$815K0.18%+27+0.9%
84UNPUNION PAC CORP$813K0.18%+591+21.4%
85CACICACI INTL INC$809K0.18%-125-7.7%
86EOGEOG RES INC$798K0.17%-817-12.9%
87BSOLBITWISE SOLANA STAKING ETF$759K0.17%-49,363-41.8%
88SHELSHELL PLC$744K0.16%+590+8.0%
89IMOIMPERIAL OIL LTD$734K0.16%-1,577-21.9%
90VTVVANGUARD INDEX FDS$719K0.16%HELD
91MTZMASTEC INC$705K0.15%-1-0.0%
92FTNTFORTINET INC$699K0.15%+658+8.3%
93MSMORGAN STANLEY$696K0.15%+14+0.3%
94ANETARISTA NETWORKS INC$673K0.15%+130+2.4%
95ORCLORACLE CORP$658K0.14%-390-8.0%
96COPCONOCOPHILLIPS$656K0.14%-1,099-18.1%
97HONHONEYWELL INTL INC$649K0.14%+316+12.4%
98SBRSABINE RTY TR$640K0.14%-1,080-11.3%
99JNJJOHNSON & JOHNSON$640K0.14%-33-1.2%
100MRKMERCK & CO INC$634K0.14%-4,298-44.9%
101ENFRALPS ETF TR$623K0.14%-4,103-20.1%
102TPRTAPESTRY INC$616K0.13%+24+0.6%
103EWZISHARES INC$607K0.13%+15,824NEW
104STLDSTEEL DYNAMICS INC$606K0.13%+11+0.3%
105LMTLOCKHEED MARTIN CORP$598K0.13%+65+7.0%
106FCXFREEPORT MCMORAN INC$593K0.13%+338+3.5%
107NOCNORTHROP GRUMMAN CORP$589K0.13%-165-16.1%
108MPWRMONOLITHIC PWR SYS INC$582K0.13%+14+2.7%
109SLBSLB LIMITED$581K0.13%-1,598-12.4%
110IUSGISHARES TR$581K0.13%HELD
111WMTWALMART INC$580K0.13%-3,214-40.8%
112BTIBRITISH AMERN TOB PLC$574K0.13%HELD
113GEGE AEROSPACE$571K0.12%+120+6.3%
114FCGFIRST TR EXCHANGE-TRADED FD$563K0.12%HELD
115MUMICRON TECHNOLOGY INC$561K0.12%+124+8.1%
116KLACKLA CORP$557K0.12%+1+0.3%
117BOXXEA SERIES TRUST$549K0.12%+1,815+62.5%
118URIUNITED RENTALS INC$546K0.12%+12+1.6%
119ABBVABBVIE INC$541K0.12%+14+0.6%
120TSCOTRACTOR SUPPLY CO$536K0.12%-97-0.8%
121LLYELI LILLY & CO$534K0.12%+84+16.9%
122GEVGE VERNOVA INC$533K0.12%+63+11.5%
123VTIVANGUARD INDEX FDS$519K0.11%+62+4.0%
124PMPHILIP MORRIS INTL INC$506K0.11%+700+29.6%
125FDXFEDEX CORP$496K0.11%+68+5.1%
126GSGOLDMAN SACHS GROUP INC$493K0.11%-77-11.7%
127HWMHOWMET AEROSPACE INC$488K0.11%+40+1.9%
128STXSEAGATE TECHNOLOGY HLDNGS PL$486K0.11%+22+1.8%
129LRCXLAM RESEARCH CORP$478K0.10%+50+2.3%
130FASTFASTENAL CO$469K0.10%+917+10.0%
131EIXEDISON INTL$468K0.10%+1,144+21.8%
132SCHWSCHWAB CHARLES CORP$467K0.10%+330+7.1%
133ADPAUTOMATIC DATA PROCESSING IN$467K0.10%-66-2.8%
134BMYBRISTOL-MYERS SQUIBB CO$455K0.10%+1,736+30.1%
135DFAEDIMENSIONAL ETF TRUST$453K0.10%HELD
136MCKMCKESSON CORP$449K0.10%+5+1.0%
137ABNBAIRBNB INC$449K0.10%-241-6.3%
138MSIMOTOROLA SOLUTIONS INC$440K0.10%+76+8.1%
139TTTRANE TECHNOLOGIES PLC$434K0.09%-82-7.3%
140COFCAPITAL ONE FINL CORP$433K0.09%-207-8.0%
141APHAMPHENOL CORP$432K0.09%-2,352-40.7%
142WDCWESTERN DIGITAL CORP$431K0.09%+55+3.6%
143EQALINVESCO EXCH TRADED FD TR II$431K0.09%-91-1.2%
144AXONAXON ENTERPRISE INC$430K0.09%+28+2.8%
145MPCMARATHON PETE CORP$429K0.09%-14-0.8%
146IBMINTERNATIONAL BUSINESS MACHS$426K0.09%+223+14.5%
147CVSCVS HEALTH CORP$416K0.09%+3,047+111.2%
148CBCHUBB LTD SWITZ$415K0.09%+85+7.2%
149SBUXSTARBUCKS CORP$414K0.09%+38+0.8%
150EVREVERCORE INC$412K0.09%-15-1.1%
151TJXTJX COS INC NEW$403K0.09%+191+8.2%
152VTVANGUARD INTL EQUITY INDEX F$402K0.09%+3+0.1%
153BILSPDR SERIES TRUST$402K0.09%+1,224+38.7%
154RCLROYAL CARIBBEAN GROUP$401K0.09%+32+2.2%
155ICEINTERCONTINENTAL EXCHANGE IN$399K0.09%+26+1.0%
156NDAQNASDAQ INC$396K0.09%+96+2.1%
157CMECME GROUP INC$393K0.09%-30-2.2%
158EEMISHARES TR$392K0.09%+6,904NEW
159GMGENERAL MTRS CO$386K0.08%+206+4.1%
160FITBFIFTH THIRD BANCORP$385K0.08%+8,292NEW
161REGNREGENERON PHARMACEUTICALS$385K0.08%+47+10.4%
162RLRALPH LAUREN CORP$381K0.08%+26+2.4%
163SILGLOBAL X FDS$368K0.08%-48-1.2%
164MRSHMARSH & MCLENNAN COS INC$365K0.08%+29+1.4%
165CATCATERPILLAR INC$364K0.08%-409-44.3%
166GLDSPDR GOLD TR$364K0.08%-7-0.8%
167TRGPTARGA RES CORP$361K0.08%+33+2.3%
168BMOBANK MONTREAL MEDIUM$357K0.08%HELD
169WMBWILLIAMS COS INC$355K0.08%+62+1.3%
170SNDKSANDISK CORP$349K0.08%+549NEW
171CRMSALESFORCE INC$348K0.08%+274+17.2%
172FMXFOMENTO ECONOMICO MEXICANO S$337K0.07%-136-4.3%
173DSIISHARES TR$334K0.07%HELD
174MEDPMEDPACE HLDGS INC$332K0.07%-126-15.4%
175CTRACOTERRA ENERGY INC$330K0.07%+331+3.7%
176DELLDELL TECHNOLOGIES INC$328K0.07%+55+2.8%
177KMIKINDER MORGAN INC DEL$327K0.07%+659+7.2%
178DVNDEVON ENERGY CORP NEW$326K0.07%-97-1.5%
179KBAKRANESHARES TRUST$326K0.07%HELD
180PENPENUMBRA INC$325K0.07%+10+1.0%
181NXTNEXTPOWER INC$324K0.07%+48+1.8%
182ELVELEVANCE HEALTH INC FORMERLY$323K0.07%-113-9.3%
183IEMGISHARES INC$321K0.07%HELD
184NEENEXTERA ENERGY INC$319K0.07%+35+1.0%
185PCGPG&E CORP$313K0.07%+4,876+37.6%
186WTWWILLIS TOWERS WATSON PLC LTD$311K0.07%+40+3.9%
187CCL1EURCARNIVAL CORP$310K0.07%+980+8.9%
188DHRDANAHER CORP DEL$308K0.07%+357+28.2%
189DFACDIMENSIONAL ETF TRUST$305K0.07%+203+2.7%
190TMOTHERMO FISHER SCIENTIFIC INC$302K0.07%-89-12.7%
191INTCINTEL CORP$301K0.07%-1,244-15.4%
192BKNGBOOKING HOLDINGS INC$299K0.07%+5+7.6%
193JAZZJAZZ PHARMACEUTICALS PLC$297K0.06%+40+2.6%
194GLWCORNING INC$296K0.06%+2,179NEW
195HLTHILTON WORLDWIDE HLDGS INC$296K0.06%+16+1.7%
196DGDOLLAR GEN CORP$295K0.06%+9+0.4%
197HDHOME DEPOT INC$293K0.06%-26-2.8%
198CCITIGROUP INC$292K0.06%+35+1.4%
199CNCCENTENE CORP DEL$291K0.06%-631-6.6%
200WABWABTEC$291K0.06%+22+1.9%
201CAHCARDINAL HEALTH INC$290K0.06%+22+1.6%
202SLABSILICON LABORATORIES INC$290K0.06%+1,392NEW
203JCIJOHNSON CONTROLS INTERNATION$289K0.06%+82+3.9%
204HIGHARTFORD INSURANCE GROUP INC$289K0.06%+53+2.5%
205GMEDGLOBUS MED INC$289K0.06%+70+2.1%
206CORCENCORA INC$288K0.06%-8-0.9%
207CFCF INDUSTRIES HOLD$286K0.06%+2,199NEW
208FXIISHARES TR$284K0.06%HELD
209FRFIRST INDL RLTY TR INC$281K0.06%+185+4.0%
210GILGILDAN ACTIVEWEAR INC$278K0.06%-67-1.3%
211ROPROPER TECHNOLOGIES INC$278K0.06%+785NEW
212ETHWBITWISE ETHEREUM ETF$276K0.06%-230-1.2%
213VLOVALERO ENERGY CORP$276K0.06%+1,116NEW
214TDGTRANSDIGM GROUP INC$272K0.06%-6-2.5%
215PSXPHILLIPS 66$272K0.06%+1,491NEW
216ESNTESSENT GROUP LTD$271K0.06%-12-0.3%
217WBDWARNER BROS DISCOVERY INC$269K0.06%-215-2.2%
218CMICUMMINS INC$266K0.06%+1+0.2%
219SOXXISHARES TR$264K0.06%-300-27.2%
220ULUNILEVER PLC$261K0.06%-1-0.0%
221UALUNITED AIRLS HLDGS INC$260K0.06%+353+14.3%
222ABEVAMBEV SA$259K0.06%HELD
223ETNEATON CORP PLC$258K0.06%+23+3.3%
224MPMP MATERIALS CORP$258K0.06%-177-3.2%
225VRTXVERTEX PHARMACEUTICALS INC$257K0.06%+124+27.4%
226INCYINCYTE CORP$255K0.06%+57+2.2%
227FIXCOMFORT SYS USA INC$252K0.05%+183NEW
228VWOVANGUARD INTL EQUITY INDEX F$252K0.05%HELD
229PNCPNC FINL SVCS GROUP INC$250K0.05%+58+5.1%
230NOWSERVICENOW INC$249K0.05%+982+70.1%
231IRMIRON MTN INC DEL$249K0.05%+2,437NEW
232MOALTRIA GROUP INC$248K0.05%+3,761NEW
233EXPEEXPEDIA GROUP INC$246K0.05%-199-15.7%
234IWBISHARES TR$246K0.05%HELD
235GDGENERAL DYNAMICS CORP$245K0.05%+27+3.9%
236DALDELTA AIR LINES INC$245K0.05%+221+6.4%
237PGRPROGRESSIVE CORP$243K0.05%+119+10.7%
238VVVANGUARD INDEX FDS$242K0.05%-280-25.7%
239PEPPEPSICO INC$241K0.05%-103-6.2%
240KVUEKENVUE INC$240K0.05%+13,929NEW
241BACBANK AMERICA CORP$240K0.05%-2,271-31.6%
242AEPAMERICAN ELEC PWR CO INC$240K0.05%-173-8.6%
243ADBEADOBE INC$239K0.05%+984NEW
244HCAHCA HEALTHCARE INC$236K0.05%+18+3.8%
245ADIANALOG DEVICES INC$235K0.05%+740NEW
246LYGLLOYDS BANKING GROUP PLC$235K0.05%HELD
247BLKBLACKROCK INC$235K0.05%+244NEW
248CEGCONSTELLATION ENERGY CORP$235K0.05%+10+1.2%
249NRGNRG ENERGY INC$234K0.05%HELD
250FDSFACTSET RESH SYS INC$234K0.05%+1,077NEW
251HALHALLIBURTON CO$233K0.05%+5,977NEW
252BKRBAKER HUGHES COMPANY$233K0.05%+3,812NEW
253IWFISHARES TR$232K0.05%HELD
254PAYXPAYCHEX INC$231K0.05%+142+6.0%
255KNSLKINSALE CAP GROUP INC$231K0.05%+16+2.4%
256PAYCPAYCOM SOFTWARE INC$230K0.05%+1,895NEW
257MARMARRIOTT INTL INC NEW$229K0.05%+22+3.2%
258HLNHALEON PLC$225K0.05%-375-1.6%
259NTRNUTRIEN LTD$222K0.05%-1,062-26.5%
260SYFSYNCHRONY FINANCIAL$222K0.05%+69+2.2%
261ORLYOREILLY AUTOMOTIVE INC$222K0.05%+45+1.9%
262TRVTRAVELERS COMPANIES INC$220K0.05%+755NEW
263CRWDCROWDSTRIKE HLDGS INC$220K0.05%-32-5.4%
264AZOAUTOZONE INC$220K0.05%-1-1.5%
265JBHTHUNT J B TRANS SVCS INC$218K0.05%+1,027NEW
266RSGREPUBLIC SVCS INC$216K0.05%+987NEW
267TOITHE ONCOLOGY INSTITUTE INC$215K0.05%HELD
268GILDGILEAD SCIENCES INC$215K0.05%+1,546NEW
269IVVISHARES TR$213K0.05%-355-52.1%
270DVADAVITA INC$211K0.05%+1,375NEW
271AIQGLOBAL X FDS$210K0.05%HELD
272MRNAMODERNA INC$210K0.05%+4,130NEW
273CSCOCISCO SYS INC$209K0.05%-5-0.2%
274USBUS BANCORP$208K0.05%+4,006NEW
275PHMPULTE GROUP INC$207K0.05%+1,764NEW
276ECLECOLAB INC$204K0.04%+765NEW
277CBOECBOE GLOBAL MKTS INC$203K0.04%+724NEW
278FTITECHNIPFMC PLC$202K0.04%+2,922NEW
279CFGCITIZENS FINL GROUP INC$202K0.04%+3,366NEW
280AIGAMERICAN INTL GROUP INC$202K0.04%+97+3.8%
281AMGNAMGEN INC$201K0.04%+572NEW
282WELLWELLTOWER INC$201K0.04%+1,018NEW
283TAT&T INC$201K0.04%-2,054-22.9%
284ITUBITAU UNIBANCO HLDG S A$162K0.04%HELD
285CCUCOMPANIA CERVECERIAS UNIDAS$134K0.03%HELD
286UAUNDER ARMOUR INC$132K0.03%+397+1.8%
287GTMZOOMINFO TECHNOLOGIES INC$108K0.02%+2,588+16.8%
288ASPIASP ISOTOPES INC$80K0.02%+17+0.1%
289TKNOALPHA TEKNOVA INC$73K0.02%+63+0.3%
290STIMNEURONETICS INC$33K0.01%+60+0.3%
291XLKSELECT SECTOR SPDR TR-2,268EXITED
292FSLRFIRST SOLAR INC-1,196EXITED
293IUSVISHARES TR-2,915EXITED
294RSPRINVESCO EXCHANGE TRADED FD T-8,578EXITED
295ACNACCENTURE PLC IRELAND-1,044EXITED
296BBARRICK MNG CORP-6,181EXITED
297RFREGIONS FINANCIAL CORP NEW-9,821EXITED
298EPAMEPAM SYS INC-1,285EXITED
299DOCSDOXIMITY INC-5,844EXITED
300CITHE CIGNA GROUP-922EXITED
301CMGCHIPOTLE MEXICAN GRILL INC-6,765EXITED
302MDTMEDTRONIC PLC-2,528EXITED
303RBLXROBLOX CORP-2,990EXITED
304CGCARLYLE GROUP INC-3,984EXITED
305WMT2WELLS FARGO CO NEW-2,301EXITED
306SPGIS&P GLOBAL INC-409EXITED
307ZNGAZOOM COMMUNICATIONS INC-2,452EXITED
308VOVANGUARD INDEX FDS-702EXITED
309DGXQUEST DIAGNOSTICS INC-1,168EXITED
310VGKVANGUARD INTL EQUITY INDEX F-2,417EXITED
311CDNSCADENCE DESIGN SYSTEM INC-646EXITED
312IXNISHARES TR-1,914EXITED
313DDOGDATADOG INC-1,472EXITED
314FSOLFIDELITY SOLANA FD-12,473EXITED

Source: SEC EDGAR · accession 0002010765-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.