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Institutional

Sage Mountain Advisors LLC

CIK 0001832274
$1.43B
Reported AUM
281
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Sage Mountain Advisors LLC · Q1 2026

AI · grounded in 13F

Sage Mountain Advisors LLC trimmed its position in NVDA by 95.05%. The fund also reduced its holdings in MSFT by 91.12% and GOOGL by 86.03%. On the buy side, the fund established a new position in DFLV worth $3.8M and increased its stake in JMBS by 30.87%.

Portfolio · Q1 2026

JAAA$260.5MJQUA$181.9MVTI$134.1MQUAL$110.8MIQLT$75.3MVOO$48.8MGBDC$47.6MVGIT$42.5MVEA$36.0MQUS$28.8MJMST$27.9MJMBS$27.7MOther$407.0MSL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1JAAAJANUS DETROIT STR TR$260.5M18.23%+152,469+3.0%
2JQUAJ P MORGAN EXCHANGE TRADED F$181.9M12.73%+27,525+0.9%
3VTIVANGUARD INDEX FDS$134.1M9.39%+1,047+0.3%
4QUALISHARES TR$110.8M7.75%+15,612+2.8%
5IQLTISHARES TR$75.3M5.27%+125,570+8.4%
6VOOVANGUARD INDEX FDS$48.8M3.42%-1,090-1.3%
7GBDCGOLUB CAP BDC INC$47.6M3.33%+395,339+11.8%
8VGITVANGUARD SCOTTSDALE FDS$42.5M2.97%+74,084+11.6%
9VEAVANGUARD TAX-MANAGED FDS$36.0M2.52%+49,656+9.7%
10QUSSPDR SERIES TRUST$28.8M2.02%-1,776-1.0%
11JMSTJ P MORGAN EXCHANGE TRADED F$27.9M1.95%-43,434-7.4%
12JMBSJANUS DETROIT STR TR$27.7M1.94%+144,459+30.9%
13VXUSVANGUARD STAR FDS$15.9M1.12%+2,571+1.3%
14VGTVANGUARD WORLD FD$13.4M0.94%HELD
15SPYSTATE STR SPDR S&P 500 ETF T$12.3M0.86%+136+0.7%
16VBVANGUARD INDEX FDS$11.5M0.81%-7,299-14.2%
17SPHQINVESCO EXCHANGE TRADED FD T$11.4M0.80%+34+0.0%
18ITOTISHARES TR$11.3M0.79%+21,978+38.1%
19VUGVANGUARD INDEX FDS$10.8M0.76%-814-3.2%
20AVGOBROADCOM INC$10.2M0.71%-43,496-56.9%
21QQQMINVESCO EXCH TRADED FD TR II$10.0M0.70%+15+0.0%
22VGSHVANGUARD SCOTTSDALE FDS$9.2M0.64%+38,005+31.9%
23JPMJPMORGAN CHASE & CO$8.7M0.61%-22,168-42.7%
24VTEBVANGUARD MUN BD FDS$8.5M0.59%-11,923-6.5%
25AAPLAPPLE INC$8.3M0.58%-117,132-78.1%
26TSLATESLA INC$8.1M0.57%-20,421-48.3%
27IVVISHARES TR$7.7M0.54%-190-1.6%
28CPRTCOPART INC$7.5M0.53%-58,390-20.5%
29OMFLINVESCO EXCH TRD SLF IDX FD$7.3M0.51%HELD
30IWFISHARES TR$7.1M0.49%+4,006+31.9%
31IWBISHARES TR$6.8M0.48%+1,440+8.1%
32UYLDANGEL OAK FUNDS TRUST$6.4M0.45%-132-0.1%
33SCHXSCHWAB STRATEGIC TR$6.4M0.45%HELD
34QQQINVESCO QQQ TR$6.2M0.44%-1,128-9.4%
35VTVVANGUARD INDEX FDS$5.8M0.41%+9,523+47.6%
36XLGINVESCO EXCHANGE TRADED FD T$5.8M0.40%-1,819-1.7%
37KBDCKAYNE ANDERSON BDC INC$5.7M0.40%-380,054-47.6%
38QEFASPDR INDEX SHS FDS$4.6M0.32%-559-1.1%
39VOVANGUARD INDEX FDS$4.5M0.32%-7,189-31.4%
40IEFAISHARES TR$4.3M0.30%+5,412+12.9%
41VONGVANGUARD SCOTTSDALE FDS$4.2M0.29%+5+0.0%
42IJRISHARES TR$4.2M0.29%-39-0.1%
43VEUVANGUARD INTL EQUITY INDEX F$3.9M0.27%+5+0.0%
44DFLVDIMENSIONAL ETF TRUST$3.8M0.27%+106,502NEW
45SMHVANECK ETF TRUST$3.7M0.26%HELD
46AMZNAMAZON COM INC$3.7M0.26%-70,675-79.8%
47SGOVISHARES TR$3.7M0.26%+2,535+7.4%
48VONVVANGUARD SCOTTSDALE FDS$3.6M0.25%-224-0.6%
49GLDMWORLD GOLD TR$3.5M0.24%+11,223+42.8%
50FTNTFORTINET INC$3.5M0.24%-26,071-38.1%
51LGLVSPDR SERIES TRUST$3.4M0.24%HELD
52METAMETA PLATFORMS INC$3.0M0.21%-14,522-73.3%
53IAUISHARES GOLD TR$2.9M0.20%HELD
54BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M0.19%-13,157-70.1%
55DFACDIMENSIONAL ETF TRUST$2.5M0.18%HELD
56SCHGSCHWAB STRATEGIC TR$2.5M0.18%+5+0.0%
57VBRVANGUARD INDEX FDS$2.3M0.16%-11-0.1%
58DFIVDIMENSIONAL ETF TRUST$2.3M0.16%+40,874+1227.8%
59GOOGLALPHABET INC$2.3M0.16%-49,124-86.0%
60MSFTMICROSOFT CORP$2.2M0.16%-61,759-91.1%
61BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.15%HELD
62SPDWSPDR INDEX SHS FDS$2.2M0.15%HELD
63VVVANGUARD INDEX FDS$2.1M0.15%+1+0.0%
64EFAISHARES TR$2.1M0.15%HELD
65LIENCHICAGO ATLANTIC BDC INC$2.0M0.14%-52,512-19.6%
66DFSVDIMENSIONAL ETF TRUST$1.9M0.13%+53,769NEW
67IWDISHARES TR$1.8M0.12%+1,026+14.1%
68CIBRFIRST TR EXCHANGE-TRADED FD$1.8M0.12%-3,200-10.2%
69IDEVISHARES TR$1.7M0.12%HELD
70VBKVANGUARD INDEX FDS$1.7M0.12%HELD
71SHMSPDR SERIES TRUST$1.7M0.12%+29,566+563.2%
72INTFISHARES TR$1.7M0.12%HELD
73VBILVANGUARD INSTL INDEX FD$1.6M0.12%+497+2.3%
74NVDANVIDIA CORPORATION$1.6M0.11%-179,778-95.0%
75ESGUISHARES TR$1.6M0.11%HELD
76TBILRBB FD INC$1.6M0.11%HELD
77GOOGALPHABET INC$1.5M0.11%-35,888-87.2%
78SMMVISHARES TR$1.4M0.10%HELD
79IWRISHARES TR$1.4M0.10%HELD
80TSMTAIWAN SEMICONDUCTOR MANUFAC$1.4M0.10%-4,424-52.2%
81IVWISHARES TR$1.3M0.09%+1,645+16.0%
82IBITISHARES BITCOIN TRUST ETF$1.3M0.09%+251+0.7%
83SDYSPDR SERIES TRUST$1.3M0.09%HELD
84BMNRBITMINE IMMERSION TECNOLOGIE$1.3M0.09%+36,626+128.0%
85GLDSPDR GOLD TR$1.3M0.09%HELD
86AGGISHARES TR$1.2M0.09%+648+5.5%
87RYROYAL BK CDA$1.2M0.09%-272-3.5%
88WMTWALMART INC$1.2M0.08%-31,842-77.0%
89IWVISHARES TR$1.1M0.08%HELD
90REFICHICAGO ATLANTIC REAL ESTATE$1.1M0.08%-22,670-18.7%
91ACWIISHARES TR$1.1M0.08%+27+0.3%
92LLYELI LILLY & CO$999K0.07%-6,046-84.8%
93USMVISHARES TR$997K0.07%+880+8.9%
94MRKMERCK & CO INC$989K0.07%-20,868-71.7%
95MSTRSTRATEGY INC$972K0.07%+1,802+30.1%
96VVISA INC$964K0.07%-13,359-80.7%
97VIGVANGUARD SPECIALIZED FUNDS$951K0.07%-6,653-60.1%
98AGNCAGNC INVT CORP$950K0.07%-474-0.5%
99SPLVINVESCO EXCH TRADED FD TR II$924K0.06%HELD
100IWMISHARES TR$918K0.06%-190-4.9%
101VTVANGUARD INTL EQUITY INDEX F$871K0.06%+15+0.2%
102TPLTEXAS PACIFIC LAND CORPORATI$866K0.06%+417+29.6%
103QCOMQUALCOMM INC$859K0.06%-2,379-26.3%
104XVVISHARES TR$856K0.06%+416+2.5%
105PAVEGLOBAL X FDS$853K0.06%HELD
106CARYANGEL OAK FUNDS TRUST$836K0.06%HELD
107JBBBJANUS DETROIT STR TR$816K0.06%-11,003-38.6%
108GNRSPDR INDEX SHS FDS$785K0.05%-2,878-21.5%
109HEFAISHARES TR$738K0.05%-5,525-24.1%
110MDYSTATE STR SPDR S&P MIDCAP 40$734K0.05%HELD
111SPMDSPDR SERIES TRUST$729K0.05%-213-1.7%
112UPSUNITED PARCEL SVCS INC$726K0.05%-748-9.2%
113FVFIRST TR EXCHANGE TRADED FD$721K0.05%HELD
114JNJJOHNSON & JOHNSON$717K0.05%-18,537-86.3%
115DALDELTA AIR LINES INC$714K0.05%-7,609-41.5%
116SCHFSCHWAB STRATEGIC TR$700K0.05%+293+1.0%
117BXBLACKSTONE INC$700K0.05%-4,230-41.0%
118FTECFIDELITY COVINGTON TRUST$669K0.05%HELD
119MAGSLISTED FDS TR$657K0.05%+5,238+85.9%
120IGSBISHARES TR$638K0.04%+12,146NEW
121VYMVANGUARD WHITEHALL FDS$619K0.04%HELD
122LULULULULEMON ATHLETICA INC$617K0.04%-1,434-26.2%
123BILSPDR SERIES TRUST$616K0.04%-14,895-68.9%
124XLESELECT SECTOR SPDR TR$613K0.04%+488+5.1%
125VXFVANGUARD INDEX FDS$587K0.04%-1,596-35.9%
126ETHAISHARES ETHEREUM TR$573K0.04%+570+1.6%
127SCHVSCHWAB STRATEGIC TR$572K0.04%+62+0.3%
128SSOPROSHARES TR$566K0.04%HELD
129COSTCOSTCO WHOLESALE CORPORATION$558K0.04%-2,354-80.8%
130FVDFIRST TR EXCHANGE-TRADED FD$552K0.04%HELD
131AZOAUTOZONE INC$547K0.04%-76-31.9%
132EFAVISHARES TR$535K0.04%HELD
133IEMGISHARES INC$531K0.04%-44-0.6%
134CSCOCISCO SYS INC$507K0.04%-37,766-85.2%
135IVEISHARES TR$499K0.03%-11-0.5%
136MUBISHARES TR$496K0.03%HELD
137HYDVANECK ETF TRUST$477K0.03%-6,333-40.0%
138VTWOVANGUARD SCOTTSDALE FDS$473K0.03%HELD
139OKEONEOK INC NEW$470K0.03%-2,715-34.3%
140RSPINVESCO EXCHANGE TRADED FD T$469K0.03%-11,705-82.7%
141SPYGSPDR SERIES TRUST$469K0.03%HELD
142IWPISHARES TR$457K0.03%HELD
143ESGDISHARES TR$440K0.03%HELD
144IFRAISHARES TR$439K0.03%HELD
145IXUSISHARES TR$438K0.03%+807+19.0%
146SPYVSPDR SERIES TRUST$433K0.03%HELD
147DFAXDIMENSIONAL ETF TRUST$414K0.03%HELD
148XOMEXXON MOBIL CORP$413K0.03%-46,586-95.0%
149GWWWW GRAINGER INC$401K0.03%-275-42.8%
150EFVISHARES TR$387K0.03%HELD
151MGKVANGUARD WORLD FD$373K0.03%-2,420-70.4%
152EDAPEDAP TMS S A$372K0.03%HELD
153IVOOVANGUARD ADMIRAL FDS INC$369K0.03%HELD
154VWOVANGUARD INTL EQUITY INDEX F$350K0.02%+225+3.6%
155BACBANK AMERICA CORP$348K0.02%-148,334-95.4%
156SLBSLB LIMITED$347K0.02%-6,041-47.2%
157FIGRFIGURE TECHNOLOGY SOLUTIO$340K0.02%+10,001NEW
158CATCATERPILLAR INC$339K0.02%-3,067-86.5%
159FBTCFIDELITY WISE ORIGIN BITCOIN$324K0.02%HELD
160XSLVINVESCO EXCH TRADED FD TR II$319K0.02%HELD
161SPGMSPDR INDEX SHS FDS$309K0.02%HELD
162HONHONEYWELL INTL INC$303K0.02%-4,036-75.1%
163NFLXNETFLIX INC.$301K0.02%-30,214-90.6%
164SOXXISHARES TR$300K0.02%HELD
165BTCGRAYSCALE BITCOIN MINI TR ET$299K0.02%HELD
166VTEIVANGUARD MUN BD FDS$298K0.02%HELD
167INTCINTEL CORP$298K0.02%-17,995-72.7%
168CVXCHEVRON CORPORATION$295K0.02%-13,587-90.5%
169VOTETCW ETF TRUST$282K0.02%HELD
170BMIBADGER METER INC$278K0.02%+306+20.1%
171VIOOVANGUARD ADMIRAL FDS INC$277K0.02%HELD
172HLTHILTON WORLDWIDE HLDGS INC$274K0.02%-1,774-66.3%
173GSGOLDMAN SACHS GROUP INC$273K0.02%-2,040-86.3%
174IWSISHARES TR$268K0.02%HELD
175ESGEISHARES INC$267K0.02%HELD
176HSCZISHARES TR$261K0.02%-3,546-35.0%
177CWISPDR INDEX SHS FDS$259K0.02%HELD
178HYGISHARES TR$258K0.02%HELD
179IYWISHARES TR$256K0.02%HELD
180ADBEADOBE INC$255K0.02%-972-48.1%
181BLCVBLACKROCK ETF TRUST$249K0.02%+6,897NEW
182NOBLPROSHARES TR$247K0.02%HELD
183ETNEATON CORP PLC$246K0.02%-8,686-92.7%
184NKENIKE INC$245K0.02%-6,565-58.6%
185AMGNAMGEN INC$237K0.02%-4,516-87.0%
186IUSGISHARES TR$234K0.02%-23-1.5%
187TELTE CONNECTIVITY PLC$230K0.02%+1,099NEW
188LOWLOWES COS INC$227K0.02%-5,412-84.9%
189TJXTJX COS INC NEW$218K0.02%-8,025-85.5%
190AXPAMERICAN EXPRESS CO$217K0.02%-5,211-87.9%
191KOCOCA COLA CO$215K0.02%-26,811-90.5%
192FTLSFIRST TR EXCH TRADED FD III$214K0.01%HELD
193SUBISHARES TR$213K0.01%HELD
194NUSCNUSHARES ETF TR$213K0.01%HELD
195YETIYETI HLDGS INC$213K0.01%-13-0.2%
196PYPLPAYPAL HLDGS INC$212K0.01%+4,697NEW
197XLFSELECT SECTOR SPDR TR$212K0.01%HELD
198TFCTRUIST FINL CORP$210K0.01%-8,865-65.9%
199EMREMERSON ELEC CO$209K0.01%-819-34.0%
200SPYMSPDR SERIES TRUST$203K0.01%+19+0.7%
201EFGISHARES TR$180K0.01%HELD
202VIOVVANGUARD ADMIRAL FDS INC$179K0.01%HELD
203HEZUISHARES TR$179K0.01%-1,300-24.1%
204IJJISHARES TR$177K0.01%HELD
205IWNISHARES TR$175K0.01%HELD
206SCHBSCHWAB STRATEGIC TR$172K0.01%+594+9.5%
207FLEEFRANKLIN TEMPLETON ETF TR$172K0.01%HELD
208EEMISHARES TR$165K0.01%HELD
209VOEVANGUARD INDEX FDS$165K0.01%+1+0.1%
210XLKSELECT SECTOR SPDR TR$147K0.01%+160+16.9%
211IJHISHARES TR$147K0.01%+150+7.4%
212IYHISHARES TR$142K0.01%HELD
213FLCAFRANKLIN TEMPLETON ETF TR$134K0.01%HELD
214SCZISHARES TR$133K0.01%-382-18.4%
215FLGFLAGSTAR BANK NATIONAL ASSOC$132K0.01%-267-2.6%
216XLVSELECT SECTOR SPDR TR$129K0.01%-645-42.3%
217VOOGVANGUARD ADMIRAL FDS INC$128K0.01%HELD
218SCHASCHWAB STRATEGIC TR$128K0.01%+6+0.1%
219VTHRVANGUARD SCOTTSDALE FDS$121K0.01%HELD
220FNCLFIDELITY COVINGTON TRUST$119K0.01%-6-0.4%
221BIZDVANECK ETF TRUST$117K0.01%HELD
222QVMTINVESCO EXCH TRADED FD TR II$107K0.01%+10+0.6%
223JEPIJ P MORGAN EXCHANGE TRADED F$105K0.01%HELD
224PRFINVESCO EXCHANGE TRADED FD T$96K0.01%HELD
225FIDUFIDELITY COVINGTON TRUST$96K0.01%HELD
226FDISFIDELITY COVINGTON TRUST$94K0.01%HELD
227DWXSPDR INDEX SHS FDS$94K0.01%HELD
228KBWBINVESCO EXCH TRADED FD TR II$91K0.01%+1,154NEW
229FHLCFIDELITY COVINGTON TRUST$91K0.01%-12-0.9%
230SPSMSPDR SERIES TRUST$88K0.01%+9+0.5%
231DYAIDYADIC INTL INC DEL$87K0.01%HELD
232FCOMFIDELITY COVINGTON TRUST$85K0.01%HELD
233CSMPROSHARES TR$82K0.01%+1,100NEW
234XLYSELECT SECTOR SPDR TR$81K0.01%HELD
235SLYGSPDR SERIES TRUST$81K0.01%HELD
236IWOISHARES TR$79K0.01%HELD
237FLJPFRANKLIN TEMPLETON ETF TR$77K0.01%HELD
238IJKISHARES TR$73K0.01%HELD
239ICLNISHARES TR$62K0.00%HELD
240SMLVSPDR SERIES TRUST$62K0.00%HELD
241IUSVISHARES TR$57K0.00%HELD
242ESMLISHARES TR$56K0.00%HELD
243XLCSELECT SECTOR SPDR TR$55K0.00%HELD
244SLYVSPDR SERIES TRUST$53K0.00%HELD
245CWBSPDR SERIES TRUST$52K0.00%HELD
246GWXSPDR INDEX SHS FDS$51K0.00%HELD
247XLISELECT SECTOR SPDR TR$45K0.00%HELD
248IJSISHARES TR$45K0.00%HELD
249FSTAFIDELITY COVINGTON TRUST$43K0.00%HELD
250FENYFIDELITY COVINGTON TRUST$41K0.00%HELD
251VGKVANGUARD INTL EQUITY INDEX F$39K0.00%HELD
252PSQHPSQ HOLDINGS INC$38K0.00%-276-0.4%
253SCHDSCHWAB STRATEGIC TR$37K0.00%+561+85.0%
254COPXGLOBAL X FDS$37K0.00%+485NEW
255DNUTKRISPY KREME INC$34K0.00%-159-1.6%
256OEFISHARES TR$34K0.00%HELD
257RDIVINVESCO EXCH TRADED FD TR II$32K0.00%HELD
258REETISHARES TR$30K0.00%HELD
259FUTYFIDELITY COVINGTON TRUST$23K0.00%HELD
260VNQVANGUARD INDEX FDS$22K0.00%HELD
261FMATFIDELITY COVINGTON TRUST$22K0.00%HELD
262XLPSELECT SECTOR SPDR TR$18K0.00%HELD
263SCHPSCHWAB STRATEGIC TR$18K0.00%HELD
264SPSBSPDR SERIES TRUST$18K0.00%-6,297-91.3%
265PSIINVESCO EXCHANGE TRADED FD T$18K0.00%HELD
266SPEMSPDR INDEX SHS FDS$17K0.00%HELD
267XTISHARES TR$17K0.00%HELD
268DIVIFRANKLIN TEMPLETON ETF TR$15K0.00%HELD
269VPLVANGUARD INTL EQUITY INDEX F$15K0.00%HELD
270IBBISHARES TR$13K0.00%HELD
271XLBSELECT SECTOR SPDR TR$12K0.00%HELD
272IEURISHARES TR$11K0.00%HELD
273CLOIVANECK ETF TRUST$10K0.00%+184NEW
274ILCGISHARES TR$10K0.00%HELD
275CGWINVESCO EXCH TRADED FD TR II$9K0.00%HELD
276ESGVVANGUARD WORLD FD$8K0.00%HELD
277SPYDSPDR SERIES TRUST$4K0.00%HELD
278ITAISHARES TR$1K0.00%+5NEW
279XARSPDR SERIES TRUST$5080.00%HELD
280KRESPDR SERIES TRUST$1950.00%+3NEW
281PBWINVESCO EXCHANGE TRADED FD T$1400.00%HELD
282CHDCHURCH & DWIGHT CO INC-143,337EXITED
283HDHOME DEPOT INC-11,241EXITED
284ABBVABBVIE INC-16,457EXITED
285MAMASTERCARD INCORPORATED-6,221EXITED
286PINNACLE FINL PARTNERS INC-36,204EXITED
287ORCLORACLE CORP-15,102EXITED
288UNHUNITEDHEALTH GROUP INC-8,289EXITED
289PLTRPALANTIR TECHNOLOGIES INC-14,729EXITED
290IBMINTERNATIONAL BUSINESS MACHS-8,762EXITED
291PGPROCTER AND GAMBLE CO-18,074EXITED
292MUMICRON TECHNOLOGY INC-8,030EXITED
293AMDADVANCED MICRO DEVICES INC-10,651EXITED
294GEGE AEROSPACE-7,194EXITED
295WMT2WELLS FARGO CO NEW-23,217EXITED
296CCITIGROUP INC-18,045EXITED
297LRCXLAM RESEARCH CORP-12,292EXITED
298RTXRTX CORPORATION-11,033EXITED
299PMPHILIP MORRIS INTL INC-12,519EXITED
300ABTABBOTT LABS-15,302EXITED
301AMATAPPLIED MATLS INC-7,306EXITED
302BLKBLACKROCK INC-1,689EXITED
303TMOTHERMO FISHER SCIENTIFIC INC-3,108EXITED
304NEENEXTERA ENERGY INC-22,003EXITED
305APHAMPHENOL CORP NEW-13,039EXITED
306MCDMCDONALDS CORP-5,253EXITED
307PEPPEPSICO INC-10,982EXITED
308ACNACCENTURE PLC IRELAND-5,692EXITED
309KLACKLA CORP-1,220EXITED
310ISRGINTUITIVE SURGICAL INC-2,526EXITED
311MSMORGAN STANLEY-7,931EXITED
312CRMSALESFORCE INC-5,155EXITED
313GEVGE VERNOVA INC-2,080EXITED
314LINLINDE PLC-3,184EXITED
315TAT&T INC-51,223EXITED
316SPGIS&P GLOBAL INC-2,299EXITED
317TXNTEXAS INSTRS INC-6,518EXITED
318FITBFIFTH THIRD BANCORP-24,113EXITED
319CMICUMMINS INC-2,131EXITED
320GILDGILEAD SCIENCES INC-8,797EXITED
321INTUINTUIT-1,625EXITED
322BKNGBOOKING HOLDINGS INC-199EXITED
323ANETARISTA NETWORKS INC-8,098EXITED
324SCHWSCHWAB CHARLES CORP-10,243EXITED
325DISDISNEY WALT CO-8,953EXITED
326WMBWILLIAMS COS INC-16,691EXITED
327PGRPROGRESSIVE CORP-4,388EXITED
328CBCHUBB LIMITED-3,169EXITED
329MCKMCKESSON CORP-1,205EXITED
330UNPUNION PAC CORP-4,248EXITED
331UBERUBER TECHNOLOGIES INC-11,897EXITED
332NEMNEWMONT CORP-9,685EXITED
333JCIJOHNSON CTLS INTL PLC-8,000EXITED
334DEDEERE & CO-2,057EXITED
335SOSOUTHERN CO-10,965EXITED
336CEGCONSTELLATION ENERGY CORP-2,678EXITED
337APPAPPLOVIN CORP-1,396EXITED
338NOWSERVICENOW INC-6,007EXITED
339VRTXVERTEX PHARMACEUTICALS INC-1,997EXITED
340BKBANK NEW YORK MELLON CORP-7,608EXITED
341WELLWELLTOWER INC-4,733EXITED
342SBUXSTARBUCKS CORP-10,377EXITED
343ABNBAIRBNB INC-6,328EXITED
344MNSTMONSTER BEVERAGE CORP NEW-11,123EXITED
345COPCONOCOPHILLIPS-9,006EXITED
346MRSHMARSH & MCLENNAN COS INC-4,436EXITED
347BABOEING CO-3,703EXITED
348VZVERIZON COMMUNICATIONS INC-19,634EXITED
349TMUST-MOBILE US INC-3,913EXITED
350DHRDANAHER CORPORATION-3,455EXITED
351LMTLOCKHEED MARTIN CORP-1,635EXITED
352PLDPROLOGIS INC.-6,000EXITED
353TTTRANE TECHNOLOGIES PLC-1,949EXITED
354TGTTARGET CORP-7,682EXITED
355ASMLASML HOLDING N V-701EXITED
356PANWPALO ALTO NETWORKS INC-4,063EXITED
357NOCNORTHROP GRUMMAN CORP-1,309EXITED
358HCAHCA HEALTHCARE INC-1,569EXITED
359WDCWESTERN DIGITAL CORP-4,237EXITED
360SPGSIMON PPTY GROUP INC NEW-3,915EXITED
361CLCOLGATE PALMOLIVE CO-9,056EXITED
362AMTAMERICAN TOWER CORP NEW-3,944EXITED
363ITWILLINOIS TOOL WKS INC-2,811EXITED
364ADPAUTOMATIC DATA PROCESSING IN-2,677EXITED
365CVSCVS HEALTH CORP-8,561EXITED
366ORLYOREILLY AUTOMOTIVE INC-7,448EXITED
367PHPARKER-HANNIFIN CORP-766EXITED
368ADIANALOG DEVICES INC-2,464EXITED
369BSXBOSTON SCIENTIFIC CORP-6,999EXITED
370ETRENTERGY CORP NEW-7,179EXITED
371AIGAMERICAN INTL GROUP INC-7,729EXITED
372GMGENERAL MTRS CO-8,046EXITED
373LHXL3HARRIS TECHNOLOGIES INC-2,223EXITED
374EDCONSOLIDATED EDISON INC-6,560EXITED
375WMWASTE MGMT INC DEL-2,942EXITED
376PFEPFIZER INC-25,944EXITED
377NSCNORFOLK SOUTHN CORP-2,217EXITED
378ELVELEVANCE HEALTH INC FORMERLY-1,782EXITED
379CAHCARDINAL HEALTH INC-2,991EXITED
380SHELSHELL PLC-8,299EXITED
381DUKDUKE ENERGY CORP NEW-5,176EXITED
382NVSNOVARTIS AG-4,386EXITED
383WBDWARNER BROS DISCOVERY INC-20,340EXITED
384SYKSTRYKER CORPORATION-1,651EXITED
385ADSKAUTODESK INC-1,960EXITED
386CMSCMS ENERGY CORP-8,198EXITED
387DGDOLLAR GEN CORP NEW-4,276EXITED
388RCLROYAL CARIBBEAN GROUP-2,018EXITED
389AMPAMERIPRISE FINL INC-1,136EXITED
390AFLAFLAC INC-5,031EXITED
391HWMHOWMET AEROSPACE INC-2,705EXITED
392STXSEAGATE TECHNOLOGY HLDNGS PL-2,002EXITED
393DDOMINION ENERGY INC-9,118EXITED
394FCXFREEPORT-MCMORAN INC-10,445EXITED
395AAGILENT TECHNOLOGIES INC-3,897EXITED
396REGNREGENERON PHARMACEUTICALS-686EXITED
397COFCAPITAL ONE FINL CORP-2,164EXITED
398MDTMEDTRONIC PLC-5,397EXITED
399BMYBRISTOL-MYERS SQUIBB CO-9,557EXITED
400RFREGIONS FINANCIAL CORP NEW-18,788EXITED
401FDXFEDEX CORP-1,761EXITED
402ICEINTERCONTINENTAL EXCHANGE IN-3,086EXITED
403AONAON PLC-1,416EXITED
404MMM3M CO-3,114EXITED
405SNPSSYNOPSYS INC-1,054EXITED
406UBSUBS GROUP AG-10,686EXITED
407HASHASBRO INC-5,964EXITED
408KMIKINDER MORGAN INC DEL-17,745EXITED
409CDNSCADENCE DESIGN SYSTEM INC-1,560EXITED
410SHWSHERWIN WILLIAMS CO-1,487EXITED
411IDXXIDEXX LABS INC-706EXITED
412EXPEEXPEDIA GROUP INC-1,671EXITED
413ECLECOLAB INC-1,796EXITED
414NINISOURCE INC-11,288EXITED
415ALLALLSTATE CORP-2,264EXITED
416PKGPACKAGING CORP AMER-2,283EXITED
417IQVIQVIA HLDGS INC-2,065EXITED
418DASHDOORDASH INC-2,047EXITED
419WECWEC ENERGY GROUP INC-4,369EXITED
420PAYXPAYCHEX INC-4,098EXITED
421GRMNGARMIN LTD-2,247EXITED
422FFORD MTR CO-34,700EXITED
423AZNNASTRAZENECA PLC-4,901EXITED
424VTRVENTAS INC-5,672EXITED
425PNCPNC FINL SVCS GROUP INC-2,097EXITED
426CMCSACOMCAST CORP NEW-14,540EXITED
427CSXCSX CORP-11,972EXITED
428STTSTATE STR CORP-3,358EXITED
429SAPSAP SE-1,774EXITED
430CITHE CIGNA GROUP-1,552EXITED
431EQIXEQUINIX INC-556EXITED
432WTWWILLIS TOWERS WATSON PLC LTD-1,281EXITED
433DHID R HORTON INC-2,894EXITED
434GISGENERAL MLS INC-8,945EXITED
435MSCIMSCI INC-719EXITED
436CNCCENTENE CORP DEL-9,986EXITED
437VTRSVIATRIS INC-32,917EXITED
438RVTYREVVITY INC-4,229EXITED
439KVUEKENVUE INC-23,636EXITED
440CRWDCROWDSTRIKE HLDGS INC-869EXITED
441TDGTRANSDIGM GROUP INC-306EXITED
442SYFSYNCHRONY FINANCIAL-4,840EXITED
443PRUPRUDENTIAL FINL INC-3,530EXITED
444DLRDIGITAL RLTY TR INC-2,562EXITED
445HALHALLIBURTON CO-13,979EXITED
446BBVABANCO BILBAO VIZCAYA ARGENTA-16,499EXITED
447AYIACUITY INC-1,066EXITED
448MARMARRIOTT INTL INC NEW-1,227EXITED
449PCARPACCAR INC-3,460EXITED
450GDGENERAL DYNAMICS CORP-1,121EXITED
451MPCMARATHON PETE CORP-2,311EXITED
452CORCENCORA INC-1,110EXITED
453MLMMARTIN MARIETTA MATLS INC-602EXITED
454BPREBLUEROCK PVT REAL ESTATE FD-24,978EXITED
455CRLCHARLES RIV LABS INTL INC-1,865EXITED
456FTVFORTIVE CORP-6,724EXITED
457QUREQUANTA SVCS INC-878EXITED
458HSBCHSBC HLDGS PLC-4,711EXITED
459BCSBARCLAYS PLC-14,321EXITED
460DLTRDOLLAR TREE INC-2,960EXITED
461SMFGSUMITOMO MITSUI FINL GROUP I-18,780EXITED
462CNPCENTERPOINT ENERGY INC-9,463EXITED
463HSYHERSHEY CO-1,987EXITED
464BIIBBIOGEN INC-2,042EXITED
465CFGCITIZENS FINL GROUP INC-6,148EXITED
466FEFIRSTENERGY CORP-7,963EXITED
467APDAIR PRODS & CHEMS INC-1,443EXITED
468CMGCHIPOTLE MEXICAN GRILL INC-9,388EXITED
469FRTFEDERAL RLTY INVT TR NEW-3,445EXITED
470MSIMOTOROLA SOLUTIONS INC-896EXITED
471URIUNITED RENTALS INC-417EXITED
472AWKAMERICAN WTR WKS CO INC NEW-2,582EXITED
473STZCONSTELLATION BRANDS INC-2,440EXITED
474SFSTIFEL FINL CORP-2,659EXITED
475OMCOMNICOM GROUP INC-4,108EXITED
476BKRBAKER HUGHES COMPANY-7,278EXITED
477EBAYEBAY INC.-3,789EXITED
478EAELECTRONIC ARTS INC-1,614EXITED
479TERTERADYNE INC-1,690EXITED
480ALBALBEMARLE CORP-2,293EXITED
481FOXAFOX CORP-4,397EXITED
482MOHMOLINA HEALTHCARE INC-1,850EXITED
483EXPDEXPEDITORS INTL WASH INC-2,119EXITED
484HIGHARTFORD INSURANCE GROUP INC-2,288EXITED
485PEGPUBLIC SVC ENTERPRISE GRP IN-3,901EXITED
486IFFINTERNATIONAL FLAVORS&FRAGRA-4,641EXITED
487AMEAMETEK INC-1,519EXITED
488TTWOTAKE-TWO INTERACTIVE SOFTWAR-1,213EXITED
489VRSKVERISK ANALYTICS INC-1,374EXITED
490FBINFORTUNE BRANDS INNOVATIONS I-6,123EXITED
491ADMARCHER DANIELS MIDLAND CO-5,326EXITED
492HBANHUNTINGTON BANCSHARES INC-17,610EXITED
493SHOPSHOPIFY INC-1,892EXITED
494AVYAVERY DENNISON CORP-1,674EXITED
495JHXJAMES HARDIE INDS PLC-14,476EXITED
496TECHBIO-TECHNE CORP-5,086EXITED
497TRVTRAVELERS COMPANIES INC-1,029EXITED
498BALLBALL CORP-5,601EXITED
499FSSFEDERAL SIGNAL CORP-2,692EXITED
500APOAPOLLO GLOBAL MGMT INC-2,015EXITED

Source: SEC EDGAR · accession 0001398344-26-008901. 13F discloses long positions only — shorts, foreign equities, and options are excluded.