InvestInfoAI
← Tracker

Institutional

PIN OAK INVESTMENT ADVISORS INC

CIK 0001094584
$141,397
Reported AUM
503
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · PIN OAK INVESTMENT ADVISORS INC · Q1 2026

AI · grounded in 13F

PIN OAK INVESTMENT ADVISORS INC increased its position in LDOS by 1,320.14%. The fund also established a new position in Smith Intl Inc with a $753 investment. Conversely, the fund reduced its holdings in IWF by 38.23% and SPY by 17.66%.

Portfolio · Q1 2026

KRP$8,361AAPL$7,011XOM$5,912EPD$5,016ET$4,565TXO$4,536GOOGL$4,174HHH$3,853HON$3,399MNR$3,361NOG$3,238EOG$3,157Other$84,814PI

Top holdings· first 500 of 503

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1KRPKimbell Royalty Partners LP$8K5.91%-2,714-0.5%
2AAPLApple Inc$7K4.96%-10-0.0%
3XOMExxon Mobil Corp$6K4.18%-1,315-3.6%
4EPDEnterprise Prods Part LP$5K3.55%-5,825-4.2%
5ETEnergy Transfer Partn LP$5K3.23%-2,325-1.0%
6TXOTXO Partners LP$5K3.21%+5,203+1.5%
7GOOGLAlphabet Inc. Class A$4K2.95%-64-0.4%
8HHHHoward Hughes Holdings Inc$4K2.72%-367-0.6%
9HONHoneywell Intl Inc$3K2.40%-10-0.1%
10MNRMach Natural Resource LP$3K2.38%-1,442-0.6%
11NOGNorthern Oil And Gas$3K2.29%-605-0.6%
12EOGEog Resources Inc$3K2.23%-175-0.8%
13NGNovagold Res Inc F$3K2.07%+16,065+5.2%
14CVXChevron Corp$3K1.80%+240+2.0%
15BRK/BBerkshire Hathaway Class B$2K1.76%-37-0.7%
16PLTRPalantir Technologies In Class A$2K1.74%-301-1.8%
17GLDSPDR Gold Shares ETF$2K1.73%+65+1.2%
18WMTWalMart Inc$2K1.42%-75-0.5%
19MSFTMicrosoft Corp$2K1.35%+823+19.0%
20GOOGAlphabet Inc. Class C$2K1.34%-36-0.5%
21SPYSPDR S&P 500 ETF$2K1.28%-594-17.7%
22GSGoldman Sachs Group$2K1.23%HELD
23JNJJohnson & Johnson$2K1.22%-45-0.6%
24PAGPPlains GP HLDGS$2K1.18%-1,080-1.5%
25LDOSLeidos HLDGS Inc$2K1.12%+9,505+1320.1%
26NVDANvidia Corp$2K1.09%+129+1.5%
27TSMTaiwan Semiconductr F Sponsored ADR$2K1.09%-305-6.3%
28AEMAgnico Eagle Mines F$1K1.04%+1,245+20.8%
29TXNTexas Instruments$1K0.86%-35-0.6%
30BACBank Of America Corp$1K0.85%HELD
31SHELShell PLC F Unsponsored ADR$1K0.83%-185-1.4%
32HALHalliburton Co HLDG$9630.68%HELD
33IWFiShares Russell 1000 Growth ETF$9610.68%-1,395-38.2%
34AMZNAmazon.Com Inc Forward Split$9260.65%-241-5.1%
35MANHManhattan Associates Inc$9160.65%-58-0.8%
36WMT2Wells Fargo & Co$8990.64%-15-0.1%
37HIOWestrn Asst High Incm Op$8460.60%-1,250-0.5%
38JPMJPMorgan Chase & Co$8310.59%-226-7.4%
39STRVStrive 500 ETF$8030.57%-3,306-14.7%
40ADIAnalog Devices Inc$8020.57%HELD
41BXBlackstone Inc$7540.53%+388+6.3%
42Smith Intl Inc$7530.53%+5,266NEW
43KMIKinder Morgan Inc$7260.51%+7,800+56.4%
44BRK/ABerkshire Hathaway Inc Class A$7180.51%HELD
45QQQInvsc QQQ Trust SRS 1 ETF$7100.50%-171-12.2%
46PFEPfizer Inc$6810.48%-308-1.3%
47COPConocophillips$6630.47%HELD
48INTCIntel Corp$6120.43%HELD
49ABBVAbbvie Inc$6120.43%HELD
50CSCOCisco Systems Inc$5900.42%HELD
51PAAPlains All American P LP$5900.42%-1,000-3.6%
52XEVVXEaton Vance Limited Dura$5880.42%-1,135-1.8%
53PPTPutnam Premier Income CF$5770.41%-1,350-0.8%
54SIRISiriusxm HLDGS Inc$5710.40%-267-1.1%
55HOODRobinhood MKTS Inc Class Class A$5640.40%-196-2.4%
56LOWLowes Companies Inc$5540.39%-33-1.4%
57PPLTAbrdn Physical Platinum Shares ETF$5350.38%HELD
58SLViShares Silver Trust ETF$5070.36%HELD
59BTZBlackRock Credit Allocat$5020.36%-450-0.9%
60ARAntero Resources Cor$4950.35%HELD
61GTGoodyear Tire Rubber$4940.35%-600-0.8%
62RTXRaytheon Technologies Co$4820.34%HELD
63DSLDoubleline Income Soluti$4790.34%HELD
64MPCMarathon Pete Corp$4490.32%HELD
65AVGOBroadcom Inc$4350.31%+184+15.1%
66ACPAberdeen Income Credit Strategies Fund$4340.31%HELD
67GEVGE Vernova Inc$4220.30%HELD
68TRVTravelers$4070.29%-350-20.1%
69MRKMerck & Co. Inc.$3960.28%-307-8.6%
70VLOValero Energy Corp$3910.28%HELD
71METAMeta Platforms Inc Class A$3860.27%+50+8.0%
72LMTLockheed Martin Corp$3630.26%HELD
73VEAVanguard FTSE Developed Markets ETF$3490.25%-105-1.9%
74BABoeing Co$3450.24%HELD
75TSLATesla Motors$3430.24%+17+1.9%
76GEGeneral Electric Co$3430.24%HELD
77LLYVKLiberty Live HLDGS Inc$3340.24%-562-13.7%
78AMPAmeriprise Finl$3320.23%HELD
79WMBWilliams Cos Inc$3240.23%+4,000+898.9%
80IAUiShares Gold ETF$3210.23%HELD
81OXYOccidental Petrol Co$3050.22%HELD
82BLKBlackRock Inc New$3030.21%HELD
83TA T & T Inc$2910.21%HELD
84GDGeneral Dynamics Co$2850.20%HELD
85CIFMFS Intermediate High Income Fund$2780.20%HELD
86AMXAmerica Movil Sab F Sponsored ADR$2760.20%HELD
87GBILGoldman Sachs Access Treasury 0-1 YR ETF$2760.20%HELD
88SOLSSolstice Advanced Matls$2750.19%-7-0.2%
89ORCLOracle Corp$2750.19%+1+0.1%
90BPBP PLC F Sponsored ADR$2700.19%HELD
91KYNKayne Anderson Energy In$2560.18%-940-5.0%
92DEDeere & Co$2540.18%HELD
93LLYVALiberty Live HLDGS Inc$2540.18%-42-1.5%
94XLKTechnology Select Sector SPDR ETF$2490.18%-100-5.1%
95NOCNorthrop Grumman$2400.17%HELD
96CATCaterpillar$2350.17%HELD
97KOThe Coca-Cola Co$2270.16%HELD
98DISWalt Disney Co$2220.16%HELD
99PEPPepsico Inc$2180.15%HELD
100HDHome Depot Inc$2170.15%HELD
101ABTAbbott Laboratories$2170.15%HELD
102SCHXSchwab US Large Cap ETF$2170.15%HELD
103BNBrookfield Corp F Class A$2150.15%HELD
104VOOVanguard S&P 500 ETF$2090.15%+30+9.4%
105VVisa Inc Class A$2000.14%-1-0.2%
106PGProcter & Gamble$1980.14%HELD
107PMPhilip Morris Intl$1960.14%-3-0.3%
108NSCNorfolk Southern Co$1890.13%HELD
109VWOVanguard FTSE Emerging Markets ETF$1880.13%HELD
110DVNDevon Energy Corp$1870.13%HELD
111FTFFranklin LTD Dur Income$1810.13%HELD
112XLUSelect Sector Uti Select SPDR ETF$1780.13%HELD
113XLEEnergy Select Sector SPDR ETF$1750.12%HELD
114IVViShares Core S&P 500 ETF$1710.12%HELD
115SPYVSPDR S&P 500 Value ETF$1710.12%HELD
116MAGSListed FNDS Rondhl MGNFCNT ETF$1650.12%HELD
117IBBiShares Nasdaq Biotechnology$1650.12%HELD
118UNPUnion Pacific Corp$1640.12%HELD
119XHBSPDR S&P Homebuilders ETF$1630.12%HELD
120IWBiShares Russell 1000 ETF$1590.11%HELD
121MAMastercard Inc Class A$1580.11%-1-0.3%
122CEGConstellation Energy Cor$1570.11%HELD
123CPTCamden Property TR REIT$1520.11%-1,767-53.5%
124BIIBBiogen Inc$1500.11%HELD
125SHWSherwin Williams Co$1490.11%HELD
126MOAltria Group Inc$1480.10%HELD
127LLYEli Lilly & Co$1470.10%HELD
128AFGAmern Finl GP$1440.10%HELD
129VUGVanguard Growth ETF$1320.09%HELD
130QUREQuanta Services Inc$1310.09%-40-14.4%
131FLRFluor Corp$1310.09%HELD
132VFLOVictoryshares Free Cash Flow ETF$1280.09%HELD
133SRESempra$1250.09%HELD
134EEMiShares MSCI Emerging Markets ETF$1240.09%HELD
135LNGCheniere Energy Inc$1210.09%+425NEW
136TDOCTeladoc Inc$1200.08%HELD
137OWLBlue Owl Cap Inc Class A$1190.08%+7,319+128.4%
138IBMIBM Corp$1180.08%+50+11.5%
139VTVVanguard Value ETF$1150.08%HELD
140NRGNRG Energy Inc$1140.08%HELD
141VTIVanguard Total Stock Market ETF$1090.08%-460-57.6%
142PHParker-Hannifin Corp$1070.08%-24-16.8%
143AMDAdvanced Micro Devic$1060.07%HELD
144RIORio Tinto PLC F Sponsored ADR$1040.07%HELD
145DNPDNP Select Income CF$1010.07%HELD
146NOWService Now Inc$1000.07%+149+18.4%
147VZVerizon Communicatn$1000.07%HELD
148COSTCostco Wholesale Co$1000.07%HELD
149AMGNAmgen Inc.$970.07%-16-5.5%
150OGEOge Energy Corp$970.07%HELD
151IWDiShares Russell 1000 Value ETF$970.07%-299-39.7%
152SBUXStarbucks Corp$960.07%-5-0.5%
153SHOPShopify Inc F Class A$950.07%+137+20.7%
154FUNSix Flags Entmt Corp$940.07%HELD
155ICEIntercontinental Exchange Inc$940.07%HELD
156AMTAmerican Tower Corp$930.07%HELD
157SCHISchwab 5 10 Year Corp Bond ETF$900.06%HELD
158APDAir PDTS & Chemicals$900.06%HELD
159BBVABanco Bilbao Vizcaya A F Sponsored ADR$900.06%HELD
160EXCExelon Corp$830.06%HELD
161MUMicron Technology$820.06%HELD
162PSXPhillips 66$820.06%HELD
163IJRiShares Core S&P Small Cap ETF$820.06%-250-27.4%
164FNDXSchwab Fundamental US Large Company ETF$810.06%HELD
165IVWiShares S&P 500 Growth ETF$800.06%HELD
166JEPQJ P Morgan Nasdaq EQT PRM Inc ETF IV$790.06%HELD
167WMWaste Management Inc$790.06%HELD
168VIGVanguard Dividend Appreciation ETF$790.06%HELD
169FSSLFS Specialty Lending$770.05%HELD
170TRGPTarga Resources Corp$750.05%HELD
171ETREntergy Corp$750.05%HELD
172CORAmerisourcebergen Corp$750.05%HELD
173CCICrown Castle Intl Co REIT$730.05%-490-35.4%
174EWJiShares MSCI Japan ETF$730.05%HELD
175QCOMQualcomm Inc$730.05%-2-0.4%
176VOOVVanguard S&P 500 Value ETF$720.05%HELD
177NVSNovartis AG F Sponsored ADR$710.05%HELD
178MCDMcDonalds Corp$710.05%HELD
179SPHDInvesco S&P 500 High Dividend Low Volatility$680.05%HELD
180UNHUnitedHealth Group$680.05%HELD
181MSTRMicrostrategy Inc Class A$680.05%-656-54.5%
182ZTSZoetis Inc Class A$670.05%-5-0.9%
183CSGPCostar Group Inc$670.05%+639+61.9%
184MUFGMitsubishi U F J Finan F Sponsored ADR$660.05%HELD
185MSCIMSCI Inc$650.05%-1-0.8%
186SYKStryker Corp$650.05%HELD
187FCXFreeprt Mcmorn CL B$640.05%HELD
188SCHRSchwab Intermediate-Term US TRS ETF$630.04%HELD
189ADMArcher Daniels-Midland$630.04%HELD
190NGGNTNL Grid PLC F Sponsored ADR$620.04%HELD
191HPQHP Inc.$620.04%HELD
192SNPSSynopsys Inc$620.04%-1-0.6%
193DUKDuke Power Co NC$610.04%+50+12.0%
194SCHDSchwab US Dividend Equity ETF$590.04%+16+0.8%
195PBRPetroleo Brasileiro (PBR)$580.04%+2,802NEW
196BBarrick MNG Corp F$560.04%HELD
197EFAiShares MSCI EAFE ETF$560.04%HELD
198IEFAiShares Core MSCI EAFE ETF$560.04%HELD
199VNQVanguard Real Estate ETF$560.04%HELD
200IJHiShares Core S&P Mid Cap$550.04%HELD
201TNGYTortoise Energy FD ETF$540.04%HELD
202FNDESchwab Fundamental Emerg MKTS LG Co ETF$530.04%HELD
203GMGeneral Motors Co$530.04%HELD
204UBERUber Technologies Inc$530.04%+2+0.3%
205AONAon PLC F Class A$520.04%HELD
206IDXXIdexx Laboratories Inc$520.04%HELD
207SONYSony Group Corp F Sponsored ADR$520.04%-41-1.6%
208FNDASchwab Fundamental US Small Company ETF$510.04%HELD
209MMM3M Co$490.03%HELD
210TFCTruist Finl Corp$490.03%HELD
211TGTTarget Corp$490.03%HELD
212MLMMartin Marietta Material$490.03%-3-3.4%
213ACNAccenture PLC F Class A$490.03%-72-22.6%
214CTVACorteva Inc$480.03%-85-13.0%
215PNCPNC Finl Services$480.03%HELD
216EMBEmerging MKT Bond Fund$480.03%HELD
217GRMNGarmin LTD F$470.03%+11+5.7%
218DVYiShares Select Dividend ETF$470.03%HELD
219ALMAlmonty Inds Inc F$460.03%+1,968+161.0%
220ASMLAsml Holding NV$460.03%HELD
221VTEBVanguard Muni BND Tax Exempt ETF$450.03%HELD
222MUSAMurphy USA Inc$440.03%HELD
223CNPCenterpoint Energy Inc$430.03%HELD
224NFLXNetflix Inc$430.03%HELD
225TYLTyler Technologies$430.03%HELD
226VBVanguard Small Cap ETF$420.03%HELD
227OEFiShares S&P 100 ETF$420.03%HELD
228IXCiShares Global Energy ETF$420.03%HELD
229ISRGIntuitive Surgical$410.03%-66-42.9%
230WPCW.P. Carey Inc. REIT$410.03%HELD
231COFCapital One FC$400.03%HELD
232AEPAmer Electric PWR Co$400.03%-103-25.4%
233BAMBrookfiled Asset Manag F Class A$400.03%HELD
234RDVYFT Rising Dividend Achievers ETF$390.03%HELD
235ABNBAirbnb Inc Class A$390.03%HELD
236DPSTDirexion Daily Reg BKS Bull 3X Shares$390.03%HELD
237VOVanguard Mid Cap ETF$380.03%HELD
238CHDChurch & Dwight Co$370.03%HELD
239MDTMedtronic PLC F$360.03%-33-7.5%
240MSIMovie Star Inc$360.03%+66+412.5%
241TTETotalenergies F$350.02%HELD
242LRCXLam Resh Corp$350.02%+162NEW
243ARLPAlliance Resource Par LP$350.02%HELD
244SCHESchwab Emerging Markets Equity ETF$350.02%HELD
245SMFGSumitomo Mitsui Finl G F Unsponsored ADR$340.02%HELD
246IAGIAMGOLD Corp F$340.02%HELD
247TELTe Connectivity PLC F$340.02%HELD
248IWPiShares Russell Mid Cap Growth ETF$330.02%-424-62.1%
249MCHPMicrochip Technology$330.02%-15-2.9%
250WEATTeucrium Commodity TR Wheat FD New$330.02%HELD
251USBUS Bancorp (usb)$310.02%HELD
252ECLEcolab Inc$310.02%HELD
253PRPermian Resources Corp Class A$310.02%HELD
254RFRegions Financial$310.02%HELD
255JEPIJPMorgan Equity Premium Income ETF$310.02%+4+0.7%
256MKLMarkel Corp$310.02%HELD
257TDYTeledyne Technologie$300.02%-4-7.5%
258NBRNabors Industries LTD F$300.02%+350NEW
259Applera Appld Biosys$300.02%HELD
260EMLPFirst Trust North American Energ ETF$300.02%HELD
261SOSouthern Company (so)$290.02%HELD
262SCHFSchwab International Equity$290.02%HELD
263FFord Motor Co$290.02%HELD
264FMXFomento Economico Mexi F Sponsored ADR$290.02%HELD
265RYAAYRyanair HLDGS PLC F Sponsored ADR$280.02%HELD
266ATOAtmos Energy Corp$280.02%-61-29.0%
267XELXcel Energy Inc$280.02%HELD
268RCLRoyal Caribbean Group F$280.02%HELD
269XLVSelect Sector Health Care SPDR ETF$280.02%HELD
270DMLPDorchester Minerals L LP$270.02%HELD
271QQQINeos Nasdaq 100 High Income ETF$270.02%HELD
272OKEOneok Inc$270.02%HELD
273PPGPPG Industries$260.02%HELD
274SPHQInvesco S&P 500 Quality ETF$260.02%HELD
275ZIMZim Integrated Shipping$260.02%HELD
276CSXCSX Corp$250.02%HELD
277XOPSPDR S&P Oil & Gas Expl & Prod ETF$250.02%HELD
278AWKAmerican Water Works$250.02%HELD
279NPOEnpro Industries Inc$250.02%HELD
280NEENextera Energy Inc$250.02%+100+57.8%
281AIGAmerican Intl Group$250.02%HELD
282HLNHaleon PLC F Sponsored ADR$240.02%HELD
283DWSNDawson Geophysical Co Ne$240.02%+6,000+559.7%
284VFHVanguard Financials ETF$240.02%HELD
285MFCManulife Finl F$240.02%HELD
286HDBHDFC BK LTD F Sponsored ADR$230.02%HELD
287VOTVanguard Midcap Growth ETF$230.02%HELD
288ALCAlcon Inc F$230.02%-186-38.2%
289RPMRPM Interntnl$230.02%HELD
290CCitigroup Inc$220.02%HELD
291GPIQGoldman Sachs Nasdaq 100 Cre ETF IV$220.02%HELD
292ITAiShares U.S. Aerospace & Defense ETF$220.02%+100NEW
293AJGGallagher Arthur J & Co$220.02%HELD
294EQIXEquinix, Inc.$220.02%HELD
295TANInvesco Solar$220.02%HELD
296LENLennar Corp Class A$220.02%HELD
297CMCSAComcast Corp Class A$220.02%-32-4.0%
298PANWPalo Alto Networks$210.01%HELD
299CFRCullen Frost Bankers$210.01%HELD
300NKENike Inc Class B$210.01%HELD
301OSKOshkosh Truck Corp$210.01%-11-7.2%
302BAPCredicorp LTD F$210.01%HELD
303GLPIGaming & Leisure PPT REIT$210.01%HELD
304SCHWCharles Schwab & Co$210.01%HELD
305DHRDanaher Corp$210.01%HELD
306QDVOAmplify CWP Growth And Incm ETF$210.01%HELD
307ENBEnbridge Inc F$210.01%HELD
308MKCMcCormick & Co Inc Non-Voting$200.01%+398NEW
309TSPYTappalpha SPY Growt And Daly Inc ETF$200.01%+100+13.3%
310AZNAstrazeneca PLC F$200.01%+103NEW
311APAApa Corp$190.01%HELD
312NICENice LTD F Sponsored ADR$190.01%HELD
313IWSiShares Russell Mid Cap Value ETF$190.01%HELD
314MELIMercadolibre Inc$190.01%HELD
315SPYINeos S And P 500 High Income ETF$190.01%HELD
316GLPGlobal Partners LP LP$180.01%HELD
317GDXJJR. Gold Miners ETF$180.01%HELD
318FTCSFirst Trust Capital$180.01%HELD
319SYYSysco Corp$180.01%HELD
320ADBEAdobe Inc$180.01%-69-48.3%
321PHYSSprott Physical Gold Etv$170.01%HELD
322ROLRollins Inc$170.01%+323NEW
323SCHMCharles Schwab US MC ETF$170.01%HELD
324ELSEquity Lifestyle PPT REIT$170.01%HELD
325TJXTJX Companies Inc$160.01%-168-62.7%
326SCHCSchwab International Small-Cap Eq ETF$160.01%HELD
327TRPTC Energy Corp F$160.01%HELD
328PTYPIMCO Corporate Opp Fund$150.01%HELD
329IEMGiShares Core MSCI Emerging ETF$150.01%HELD
330RELLRichardson Electrs$150.01%HELD
331GRBKGreen Brick Partners Inc$150.01%HELD
332MURMurphy Oil Corp HLDG$150.01%HELD
333RSPHInvsc SP 500 Eql WGHT HLTH Care ETF$150.01%HELD
334ETNEaton Corp$140.01%HELD
335SLBSchlumberger LTD F$140.01%HELD
336PXFInvesco FTSE Rafi Developed Markets$140.01%HELD
337EVRGEvergy Inc$140.01%-165-50.0%
338RSPMInvsc SP 500 Equal Weight Matrl ETF$140.01%HELD
339PNNTPennantpark Invt Corp$130.01%HELD
340XBISPDR S&P Biotech ETF$130.01%HELD
341KQQQKurv Technology Titans Select ETF$130.01%HELD
342VEUVanguard Tse All World$130.01%HELD
343MDLZMondelez Intl Class A$130.01%HELD
344LUVSouthwest Airlines$130.01%HELD
345AMZAInfracap MLP ETF$130.01%HELD
346CIBRFirst Trust Nasdaq CYBRSCRTY ETF$130.01%HELD
347GMABGenmab A/S F Sponsored ADR$130.01%HELD
348TMOThermo Electron Corp$120.01%HELD
349WCCWesco International$120.01%HELD
350NTESNetease Inc F Sponsored ADR$120.01%HELD
351TLKTelekominik Indonesia F Sponsored ADR$120.01%HELD
352CNICanadian Natl Railwy F$120.01%HELD
353QCLSQ C Technologies Inc$120.01%+3,500NEW
354ONEQFidelity Nasdaq Composite Indx ETF$120.01%HELD
355TYGTortoise Energy Infrastr$120.01%HELD
356DEODiageo PLC F Sponsored ADR$120.01%-71-30.3%
357CGNXCognex Corp$120.01%HELD
358HDViShares Core High Dividend ETF$120.01%HELD
359DGROiShares Core Dividend Growth ETF$120.01%HELD
360EBAYeBay Inc$110.01%HELD
361EXPDExpeditors Intl Wash$110.01%HELD
362FPEFirst Trust Preferred Sec & Inc ETF$110.01%HELD
363CCOICogent Communications Holdings Inc$110.01%HELD
364CUZCousins Properties$110.01%HELD
365KYLDKurv High Income ETF$110.01%HELD
366VKQInvesco Municipal Trust$110.01%HELD
367RDWRedwire Corp$110.01%HELD
368XLBSPDR Fund Materials Select Sectr ETF$110.01%HELD
369CBRLCracker Barrel Old Count$110.01%HELD
370GOFGuggenheim Strategic Opp$100.01%+28+3.2%
371GEHCGE Healthcare Technologi$100.01%HELD
372VXFVanguard Extended Market ETF$100.01%HELD
373MCKMckesson Hboc Inc$100.01%+12NEW
374WBDWarner Brothers Discover$100.01%HELD
375SWKSSkyworks Solutions Inc$100.01%HELD
376BTCINeos Bitcoin High Income ETF$90.01%+55+24.4%
377MYGNMyriad Genetics Inc$90.01%HELD
378VBKVanguard Small Cap Growth$90.01%HELD
379PFLTPennantpark Cap LTD$90.01%HELD
380GLGlobe Life Inc$90.01%HELD
381XYZSquare Inc$90.01%HELD
382BOTZGlobal X Robotics & Artfcl Intllgnc ETF$80.01%HELD
383GRNYFundstrat Granny SHT US LG CP ETF$80.01%HELD
384MOSThe Mosaic Co$80.01%HELD
385EMXCiShares MSCI Emerging Markets ETF$80.01%HELD
386CZRCaesars Entmt Inc New$80.01%HELD
387BMNRBitmine Immersion Tecnol$80.01%-776-64.7%
388NMFCNew Mountain Finance Corp$80.01%HELD
389XRPBitwise XRP ETF$80.01%HELD
390CBChubb LTD F$70.00%HELD
391IRDMIridium Communications I$70.00%HELD
392CRMSalesforce$70.00%-142-80.2%
393APLDApplied Digital Corp$70.00%-355-54.2%
394ICHRIchor HLDGS LTD F$70.00%+150NEW
395IWRiShares Russell Mid Cap ETF$70.00%HELD
396ALLAllstate Corp (all)$70.00%HELD
397IJKiShares S&P Mid Cap 400 GRWTH ETF$70.00%HELD
398TMUST-Mobile US Inc$70.00%HELD
399XLUISte STRT Uts Sel Sec SPDR PR Inc ETF$60.00%HELD
400ESEversource Energy$60.00%HELD
401CRCLCircle Internet Group In Class A$60.00%-171-73.7%
402LWLamb Weston Holdings Inc$60.00%HELD
403MCYMercury Gen Corp New$60.00%HELD
404MSFYKurv Yield Prem STRGY MSFT ETF$60.00%+135+65.9%
405DMOWestern Asset Mortgage O$60.00%HELD
406CPRTCopart Inc$60.00%HELD
407MHKMohawk Industries$60.00%HELD
408IJJiShares S&P Mid Cap 400 Value ETF$60.00%HELD
409NUENucor Corp$60.00%HELD
410ITWIllinois Tool Works Inc$60.00%HELD
411XLYSPDR Fund Consumer Discre Select ETF$60.00%HELD
412GBDCGolub Capital BDC Inc$60.00%HELD
413XLISelect Sector Industrial SPDR ETF$60.00%-250-86.2%
414GISGeneral Mills Inc$60.00%HELD
415XLFSelect STR Financial Select SPDR ETF$60.00%HELD
416TTWOTake Two Interactv$60.00%HELD
417SESea LTD F Unsponsored ADR$50.00%HELD
418STLDSteel Dynamics Inc$50.00%HELD
419LGIHLgi Homes Inc$50.00%HELD
420GPCGenuine Parts Co$50.00%HELD
421SDYSPDR S&P Dividend ETF$50.00%HELD
422SWSmurfit Westrock LTD F$50.00%HELD
423ASOAcademy Sports & Outdoor$50.00%HELD
424SPMOInvsc S P 500 Momentum ETF$50.00%HELD
425AMZPKurv Yield Prem STRGY Amzn ETF$50.00%+125+125.0%
426SOXLDirexion Semiconductor Bull 3X ETF$50.00%-500-83.3%
427VNQIVanguard Global Ex-US Real Estate$50.00%HELD
428CVSCVS Health Corp$50.00%HELD
429ARCCAres Capital Corp$50.00%HELD
430RSPInvesco S&P 500 Equal Weight ETF$50.00%-250-91.2%
431XNROXNeuberger Bermn Real Est$50.00%HELD
432FVDFirst Trust Value Dividend Index ETF$50.00%HELD
433DALDelta Air Lines Inc Del$40.00%HELD
434BAHBooz Allen Hamilton Class A$40.00%HELD
435DOWDow Inc$40.00%HELD
436SOFISofi Technologies Inc$40.00%+250NEW
437APLEApple Hospitality REIT I REIT$40.00%HELD
438HYGiShares iBoxx $ High Yield Corporate BD$40.00%HELD
439SONOSonos Inc$40.00%HELD
440NUNu HLDGS LTD F Class A$40.00%HELD
441PXHInvesco FTSE Rafi Emerging Markets ETF$40.00%HELD
442ICLRIcon PLC$40.00%HELD
443IVEiShares S&P 500 Value ETF$40.00%HELD
444BALLBall Corp$40.00%HELD
445REZIResideo Technologies Inc$30.00%HELD
446ETHAiShares Ethereum Trust ETF IV$30.00%HELD
447AROCArchrock Inc$30.00%HELD
448BLOXNicholas Crypto Income ETF$30.00%HELD
449METMetlife Inc$30.00%HELD
450ELFE L F Beauty Inc$30.00%HELD
451XLPSPDR Fund Consumer Staples ETF$30.00%HELD
452IPInterntnl Paper$30.00%HELD
453WYWeyerhaeuser Co REIT$30.00%HELD
454CHPYYieldmax Semiconductor Portfolio Option Income$30.00%+50NEW
455CCL1EURCarnival Corp F$30.00%HELD
456AGNCA G N C Investment Corp REIT$30.00%HELD
457NVONovo-Nordisk As Vormal F Sponsored ADR$30.00%-342-83.0%
458MGKVanguard Mega Cap Growth ETF$30.00%HELD
459NSPInsperity Inc$30.00%HELD
460LASRNlight Inc$30.00%-150-75.0%
461HRZNHorizon Tech Fin$30.00%HELD
462KMBKimberly Clark Corp$30.00%HELD
463FLYWFlywire Corp$30.00%HELD
464SAICScience Applications$30.00%HELD
465LQDiShares iBoxx Invt Grade Bond ETF$20.00%HELD
466METUDirexion Daily Meta BL 2X SHS ETF$20.00%HELD
467VTVanguard Total World Stock ETF$20.00%HELD
468SOBOSouth Bow Corp F$20.00%HELD
469OPTUAltice U S A Inc Class A$20.00%-425-22.5%
470ETSYEtsy Inc$20.00%HELD
471ARMArm HLDGS PLC F Unsponsored ADR$20.00%HELD
472TLTWiShares 20 PLS YR TRSY BD BYT ST ETF$20.00%HELD
473HAUZXtrackers International Real Estate ETF$20.00%HELD
474AGGHSimplify Aggregate Bond ETF$20.00%HELD
475MHOM / I Homes Inc$20.00%HELD
476HAEHaemonetics Corp Mass$20.00%HELD
477NLOPNet Lease Office PPTYS$20.00%HELD
478DDDuPont De Nemours Inc$10.00%HELD
479XIFRNextera Energy Partne LP$10.00%HELD
480XLREReal Estate Select SCTR SPDR ETF$10.00%HELD
481WABWabtec$10.00%HELD
482OXY/WSOccidental Petrol 27 WTS Warrants Exp 08/03/27$10.00%HELD
483VSNTVersant Media Group Inc$10.00%-1-3.3%
484UAMYUnited STS Antimony Corp$10.00%HELD
485PUSAAureus Greenway HLDGS In$10.00%+422NEW
486TDAQTappalpha Innov 100 GR And Da In ETF$10.00%HELD
487ELEstee Lauder Co Inc Class A$10.00%HELD
488RWXSPDR Dow Jones Inter Real Estate ETF$10.00%HELD
489CTRACoterra Energy Inc$10.00%-888-98.1%
490KHCKraft Heinz Co$10.00%HELD
491NLYAnnaly Capital MGMT REIT$10.00%HELD
492APPSDigital Turbine Inc$10.00%HELD
493EFXTEnerflex LTD F$10.00%HELD
494GMEGamestop Corp Class AHELD
495BHPBHP Group LTD F Forward SplitHELD
496INTUIntuit Inc-118-99.2%
497PINSPinterest Inc Class AHELD
498LINLinde PLC FHELD
499BSXBoston Scientific Co-416-99.0%
500SAPSAP Se F Sponsored ADRHELD

Source: SEC EDGAR · accession 0001094584-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.