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Institutional

Strategic Investment Advisors / MI

CIK 0001760540
$1.45B
Reported AUM
386
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · Strategic Investment Advisors / MI · Q1 2026

AI · grounded in 13F

Strategic Investment Advisors / MI exited its position in VST for a loss of $1.6M. The fund also closed positions in BLDR and VYM, reducing the latter by $888,963. To offset these exits, the fund added 340 new positions and increased its holdings in SHY by 82.03% and GOVT by 80.27%.

Portfolio · Q1 2026

VOO$160.0MMGK$86.4MIEFA$73.4MVEA$66.3MVUG$65.5MMGV$63.0MVTV$50.5MIEMG$36.8MBIL$36.3MSHY$26.6MAAPL$25.6MVWO$24.4MOther$732.8MSM

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FUNDS S&P 500 ETF USD$160.0M11.05%+39,611+17.4%
2MGKVANGUARD MEGA CAP GROWTH INDEX FUND$86.4M5.97%+50,602+27.4%
3IEFAISHARES TRUST CORE MSCI EAFE ETF$73.4M5.07%+88,181+12.2%
4VEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF$66.3M4.58%+20,839+2.1%
5VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS$65.5M4.52%+25,315+20.3%
6MGVVANGUARD MEGA CAP VALUE INDEX FUND$63.0M4.35%+102,517+30.9%
7VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR$50.5M3.49%+22,029+9.4%
8IEMGISHARES CORE MSCI EMERGING MARKETS ETF$36.8M2.54%+65,180+14.1%
9BILSPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF$36.3M2.51%+104,357+35.7%
10SHYISHARES TRUST 1-3 YEAR TREASURY BOND ETF$26.6M1.83%+144,894+82.0%
11AAPLAPPLE INC$25.6M1.77%+26,735+36.0%
12VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF$24.4M1.69%+29,163+6.9%
13GOVTISHARES TR US TREAS BD ETF$24.3M1.68%+471,842+80.3%
14BKLNINVESCO EXCH TRADED FD TR II SR LN ETF$23.9M1.65%+213,167+22.2%
15VBRVANGUARD SMALL CAP VALUE ETF$22.9M1.58%+17,163+19.5%
16IGSBISHARES TR ISHS 1-5YR INVS$22.8M1.57%+75,616+21.1%
17VOEVANGUARD MID-CAP VALUE INDEX FUND$22.1M1.53%+23,216+24.0%
18USIGISHARES TR USD INV GRDE ETF$21.9M1.51%+192,960+82.5%
19VXFVANGUARD EXTENDED MARKETS INDEX FUND$20.9M1.45%+11,692+13.0%
20NVDANVIDIA CORPORATION COM$20.8M1.44%+26,833+29.0%
21VBVANGUARD SMALL-CAP INDEX FUND$19.8M1.37%+3,663+5.1%
22VMBSVANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF$18.8M1.30%+168,269+72.2%
23VOTVANGUARD MID-CAP GROWTH INDEX FUND$15.4M1.06%+12,069+25.4%
24MSFTMICROSOFT CORP$15.3M1.06%+8,813+27.0%
25GOOGLALPHABET INC CAP STK CL A$15.2M1.05%+9,970+23.3%
26SPTMSPDR SERIES TRUST STATE STREET PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$12.7M0.88%+101,418+171.6%
27BNDXVANGUARD CHARLOTTE FDS TOTAL INTL BD ETF$12.6M0.87%+73,198+38.8%
28TIPISHARES TIPS BOND ETF$12.1M0.84%+4,394+4.2%
29TLTISHARES TR 20 YR TR BD ETF$11.9M0.82%+6,051+4.6%
30VBKVANGUARD SMALL-CAP GROWTH INDEX FUND$11.3M0.78%+9,503+34.2%
31CWBSPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF$9.7M0.67%+8,283+8.5%
32HYGISHARES TR IBOXX HI YD ETF$9.5M0.66%+10,475+9.6%
33LQDISHARES IBOXX $ INV GRADE CORPORATE BOND ETF$9.5M0.66%+8,909+11.4%
34AVGOBROADCOM INC COM$9.2M0.64%+5,236+21.4%
35EWCISHARES INC MSCI CDA ETF$8.8M0.61%+20,331+14.5%
36METAMETA PLATFORMS INC CLASS A COMMON STOCK$8.3M0.58%+3,467+31.3%
37AMZNAMAZON.COM INC$7.4M0.51%+6,375+21.7%
38MTUMISHARES TR MSCI USA MMENTM$7.3M0.50%-445-1.4%
39BSVVANGUARD BD INDEX FDS SHORT TRM BOND$7.0M0.48%+39,550+79.7%
40VOVANGUARD MID-CAP INDEX FUND$6.9M0.47%-3,200-11.8%
41SPIBSPDR SERIES TRUST STATE STREET PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$6.9M0.47%+85,383+71.7%
42JPMJPMORGAN CHASE &CO. COM$6.6M0.45%+3,553+18.9%
43TAT&T INC COM USD1$6.1M0.42%+34,471+19.6%
44UTHRUNITED THERAPEUTICS CORP$5.8M0.40%+1,662+20.5%
45MINTPIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD$5.4M0.37%+7,385+15.9%
46NEMNEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2$5.3M0.37%+7,852+19.1%
47IWBISHARES RUSSELL 1000 INDEX FUND$5.2M0.36%-316-2.1%
48SYFSYNCHRONY FINANCIAL COM$5.2M0.36%+12,133+19.0%
49VSSVANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF$5.0M0.35%+4,226+14.0%
50VZVERIZON COMMUNICATIONS INC$4.9M0.34%+28,628+41.1%
51FOXAFOX CORP CL A COM$4.9M0.34%+13,749+19.8%
52PGPROCTER AND GAMBLE CO COM$4.4M0.30%+10,413+52.5%
53MOALTRIA GROUP INC$4.1M0.29%+7,698+14.0%
54COHRCOHERENT CORP COM$3.8M0.26%+16,040NEW
55SPTLSPDR SERIES TRUST STATE STREET PORTFOLIO LONG TERM TREASURY ETF$3.5M0.24%+54,115+68.5%
56BIVVANGUARD BD INDEX FDS INTERMED TERM$3.4M0.23%+18,392+73.3%
57BLVVANGUARD BD INDEX FDS LONG TERM BOND$3.3M0.23%+20,720+74.4%
58KLACKLA CORP COM NEW$3.3M0.23%+108+5.1%
59IVVISHARES CORE S&P 500 ETF$3.1M0.22%+2,033+73.6%
60ABBVABBVIE INC COM USD0.01$3.1M0.21%+7,271+106.8%
61BNDVANGUARD BD INDEX FDS TOTAL BND MRKT$3.0M0.21%+7,932+24.4%
62TSLATESLA INC COM$3.0M0.20%+816+11.4%
63USMVISHARES TR MSCI USA MIN VOL$2.9M0.20%+7,645+32.3%
64AMGNAMGEN INC$2.8M0.19%+2,662+50.0%
65SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0$2.4M0.17%+12,381+27.6%
66LRCXLAM RESEARCH CORP COM NEW$2.4M0.17%+5,671+102.2%
67LLYELI LILLY &CO COM$2.4M0.17%+590+29.1%
68UALUNITED AIRLS HLDGS INC COM$2.4M0.16%+5,124+24.7%
69MRSHMARSH COMMON STOCK$2.3M0.16%+733+5.8%
70IEIISHARES TR 3 7 YR TREAS BD$2.3M0.16%+2,482+14.7%
71CFGCITIZENS FINL GROUP INC COM$2.2M0.15%+4,106+12.4%
72IGIBISHARES TR ISHS 5-10YR INVT$2.2M0.15%+5,533+15.5%
73CVXCHEVRON CORP NEW COM$2.2M0.15%+8,403+380.6%
74AMTAMERICAN TOWER CORP NEW COM$2.2M0.15%+9,526+317.1%
75BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B$2.1M0.15%-135-2.9%
76RCLROYAL CARIBBEAN GROUP COM USD0.01$2.1M0.15%+1,096+16.6%
77FANGDIAMONDBACK ENERGY INC COM USD0.01$2.1M0.15%+4,336+69.0%
78EXELEXELIXIS INC COM USD0.001$2.0M0.14%+15,313+48.4%
79TTETOTALENERGIES SE EUR2.5$2.0M0.14%+21,681NEW
80PMPHILIP MORRIS INTERNATIONAL INC COM NPV$2.0M0.13%+9,061+329.6%
81CSCOCISCO SYSTEMS INC$1.9M0.13%+14,560+141.7%
82WMTWALMART INC COM$1.9M0.13%+2,805+22.8%
83BTIBRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY$1.8M0.13%+22,195+244.1%
84VTIPVANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX$1.8M0.13%+21,839+148.3%
85EIXEDISON INTERNATIONAL$1.8M0.12%+24,320NEW
86AXPAMERICAN EXPRESS CO COM USD0.20$1.8M0.12%+2,614+80.6%
87XOMEXXON MOBIL CORP COM$1.8M0.12%+4,690+81.5%
88VVISA INC$1.8M0.12%+2,017+53.2%
89MUMICRON TECHNOLOGY INC$1.7M0.12%+4,084+430.3%
90WSMWILLIAMS-SONOMA INC$1.7M0.12%+670+7.9%
91VCITVANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF$1.7M0.11%-1,533-7.1%
92AMATAPPLIED MATERIALS INC COM USD0.01$1.6M0.11%+586+14.1%
93ORCLORACLE CORP$1.6M0.11%+7,797+210.0%
94PNCPNC FINANCIAL SERVICES GROUP COM USD5$1.6M0.11%+7,589NEW
95EDCONSOLIDATED EDISON INC COM USD0.10$1.6M0.11%+358+2.7%
96CATCATERPILLAR INC COM$1.5M0.11%-240-9.9%
97SPBOSPDR SERIES TRUST STATE STREET PORTFOLIO CORPORATE BOND ETF$1.5M0.11%+20,139+60.9%
98EFAISHARES MSCI EAFE ETF$1.5M0.11%-115-0.7%
99PEPPEPSICO INC$1.5M0.10%+9,761NEW
100BKBANK OF NEW YORK MELLON CORP COM USD0.01$1.5M0.10%+5,823+87.2%
101LINLINDE PLC COM EUR0.001$1.5M0.10%+1,506+101.4%
102NXTNEXTPOWER INC. CLASS A COMMON STOCK$1.5M0.10%+12,156NEW
103TLHISHARES TR 10-20 YR TRS ETF$1.5M0.10%+1,790+14.2%
104TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10$1.4M0.10%-348-7.5%
105ENBENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149$1.4M0.10%+26,623NEW
106CMCSACOMCAST CORP$1.4M0.10%+9,770+24.6%
107PHMPULTE GROUP INC COM USD0.01$1.4M0.10%+7,731+182.4%
108SNYSANOFI ADR REP 1 1/2 ORD$1.4M0.10%+29,008NEW
109TJXTJX COMPANIES INC$1.4M0.10%+2,224+34.1%
110PFEPFIZER INC$1.4M0.10%+8,896+22.0%
111SPYSTATE STREET SPDR S&P 500 ETF UNITS$1.4M0.09%+431+25.6%
112USBUS BANCORP$1.4M0.09%+26,370NEW
113JNKSPDR SERIES TRUST STATE STREET BLOOMBERG HIGH YIELD BOND ETF$1.4M0.09%+7,677+115.7%
114COSTCOSTCO WHOLESALE CORP COM$1.4M0.09%+183+15.5%
115PPLPPL CORP COM USD0.01$1.3M0.09%+25,382+256.5%
116PEGPUBLIC SVC ENTERPRISE GRP INC COM$1.3M0.09%+889+5.7%
117SPTISPDR SERIES TRUST STATE STREET PORTFOLIO INTERMEDIATE TERM TREASURY ETF$1.3M0.09%+6,484+16.4%
118IAGGISHARES INTL AGGREGATE BOND$1.3M0.09%+15,061+135.1%
119FEFIRSTENERGY CORP COM USD0.10$1.3M0.09%+25,843NEW
120CMECME GROUP INC COM$1.3M0.09%+4,425NEW
121PHPARKER-HANNIFIN CORP COM$1.3M0.09%+473+48.9%
122SLBSLB LIMITED TRADING$1.3M0.09%+12,982+108.3%
123PLDPROLOGIS INC. COM$1.3M0.09%+9,669NEW
124PLTRPALANTIR TECHNOLOGIES INC CL A$1.2M0.09%+242+2.9%
125VICIVICI PPTYS INC COM$1.2M0.09%-447-1.0%
126OHIOMEGA HEALTHCARE INVESTORS INC$1.2M0.09%+1,933+7.3%
127IQVIQVIA HLDGS INC COM$1.2M0.09%+4,481+160.0%
128GOOGALPHABET INC CAP STK CL C$1.2M0.08%+703+19.6%
129EGEVEREST GROUP LTD COM STK USD0.01$1.2M0.08%+1,578+73.8%
130WMT2WELLS FARGO CO NEW COM$1.2M0.08%+6,776+81.1%
131PAYXPAYCHEX INC COM USD0.01$1.2M0.08%+13,076NEW
132VRTVERTIV HOLDINGS CO COM CL A$1.2M0.08%+1,906+66.9%
133RTXRTX CORPORATION COM USD1.00$1.2M0.08%+3,604+143.3%
134ADIANALOG DEVICES INC COM$1.2M0.08%+1,140+45.0%
135DUKDUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0$1.2M0.08%+7,036+390.5%
136UBERUBER TECHNOLOGIES INC COM$1.2M0.08%+5,906+59.1%
137DALDELTA AIR LINES INC$1.1M0.08%+9,194+113.0%
138KGCKINROSS GOLD CORP COM NPV ISIN #CA4969024047 SEDOL #B03Z841$1.1M0.08%-664-1.7%
139JNJJOHNSON &JOHNSON COM$1.1M0.08%+967+26.1%
140WECWEC ENERGY GROUP INC COM$1.1M0.08%+9,729NEW
141MUBISHARES NATIONAL MUNI BOND ETF$1.1M0.08%+1,924+22.9%
142ALLALLSTATE CORP COM USD0.01$1.1M0.07%+2,741+110.0%
143BACBANK AMERICA CORP COM$1.1M0.07%+11,291+103.1%
144DTEDTE ENERGY CO$1.1M0.07%+118+1.6%
145EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$1.1M0.07%+647+9.4%
146QCOMQUALCOMM INC$1.0M0.07%+2,054+34.1%
147TFCTRUIST FINL CORP COM$1.0M0.07%+22,282NEW
148MCKMCKESSON CORP$1.0M0.07%+339+40.3%
149NGGNATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT$1.0M0.07%+12,041NEW
150JCIJOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00$996K0.07%+2,219+41.2%
151AMCRAMCOR PLC ORD USD0.05 (REV SPT)$982K0.07%+24,712NEW
152NEENEXTERA ENERGY INC COM USD0.01$968K0.07%+1,415+15.7%
153ACGLARCH CAPITAL GROUP COM STK USD0.01$961K0.07%+4,178+71.6%
154OMCOMNICOM GROUP INC COM USD0.15$959K0.07%+686+5.7%
155MAMASTERCARD INCORPORATED CL A$940K0.06%+277+17.2%
156LHXL3HARRIS TECHNOLOGIES INC COM$937K0.06%+809+42.5%
157TRPTC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0$931K0.06%+14,873NEW
158TROWPRICE T ROWE GROUPS COM USD0.20$921K0.06%+393+4.0%
159IBKRINTERACTIVE BROKERS GROUP INC COM CL A$896K0.06%+4,386+48.9%
160SPMBSPDR SERIES TRUST STATE STREET PORTFOLIO MORTGAGE BACKED BOND ETF$883K0.06%+2,478+6.7%
161NOWSERVICENOW INC COM USD0.001$858K0.06%+4,341+112.2%
162SRESEMPRA COM$853K0.06%+667+8.2%
163MRKMERCK &CO. INC COM$853K0.06%+7,088NEW
164ACNACCENTURE PLC$849K0.06%+2,669+166.3%
165HIGTHE HARTFORD INSURANCE GROUP, INC. COMMON STOCK$813K0.06%+6,009NEW
166BSXBOSTON SCIENTIFIC CORP$812K0.06%+13,808NEW
167QSRRESTAURANT BRANDS INTERNATIONAL INC COM NPV ISIN #CA76131D1033 SEDOL #BTF8CF0$810K0.06%+4,772+77.3%
168TYLTYLER TECHNOLOGIES INC$805K0.06%-129-5.2%
169KMBKIMBERLY-CLARK CORP COM$802K0.06%+8,314NEW
170SYYSYSCO CORP$792K0.05%+6,529+139.1%
171XELXCEL ENERGY INC COM USD2.5$779K0.05%+9,802NEW
172NFLXNETFLIX INC$776K0.05%+950+14.2%
173SPYMSPDR PORTFOLIO S&P 500 ETF$774K0.05%+1,015+11.2%
174MDTMEDTRONIC PLC$769K0.05%+5,303+148.5%
175ULUNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT)$767K0.05%+13,460NEW
176CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01$758K0.05%+536+4.5%
177TMUST-MOBILE US INC COM$736K0.05%+1,435+69.4%
178WDCWESTERN DIGITAL CORP. COM$727K0.05%+1,140+73.5%
179HDHOME DEPOT INC$725K0.05%+1,422+181.4%
180KOCOCA-COLA CO$721K0.05%+9,483NEW
181BRK/ABERKSHIRE HATHAWAY INC$718K0.05%HELD
182DISDISNEY WALT CO COM$712K0.05%+3,750+103.0%
183FFORD MTR CO DEL COM$711K0.05%+22,796+58.7%
184ABTABBOTT LABORATORIES$701K0.05%+623+10.0%
185CVSCVS HEALTH CORPORATION COM USD0.01$700K0.05%+853+9.6%
186GILDGILEAD SCIENCES INC COM USD0.001$699K0.05%HELD
187AFLAFLAC INC COM$695K0.05%+6,333NEW
188CCL1EURCARNIVAL CORP COM USD0.01$670K0.05%+14,836+135.7%
189LOWLOWES COMPANIES INC COM USD0.50$656K0.05%+913+48.9%
190VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF$652K0.05%+2,031NEW
191MDLZMONDELEZ INTL INC COM NPV$647K0.04%+11,223NEW
192NRGNRG ENERGY INC$643K0.04%+4,402NEW
193KIMKIMCO REALTY CORP COM USD0.01$639K0.04%+28,421NEW
194FDXFEDEX CORP COM USD0.10$635K0.04%+60+3.5%
195TOTLSSGA ACTIVE TR STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF$624K0.04%+10,177+184.2%
196MSAMSA SAFETY INC$623K0.04%+3,801NEW
197GSGOLDMAN SACHS GROUP INC COM USD0.01$614K0.04%+125+20.8%
198NVSNOVARTIS AG SPONSORED ADR$593K0.04%-55-1.4%
199LENLENNAR CORP COM USD0.10 CLASS A$590K0.04%-340-4.8%
200SONYSONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS$586K0.04%-7,545-21.0%
201INGRINGREDION INC COM USD0.01$585K0.04%+5,208NEW
202SPHQINVESCO EXCHANGE TRADED FD TR S&P500 QUALITY$584K0.04%-1,149-12.9%
203CNPCENTERPOINT ENERGY INC COM STK USD0.01$584K0.04%+5,591+70.5%
204TOLTOLL BROTHERS INC$583K0.04%-159-3.6%
205GEGE AEROSPACE COM NEW$582K0.04%+390+23.5%
206TSNTYSON FOODS INC$575K0.04%+707+8.5%
207EMBISHARES TR JP MOR EM MK ETF$575K0.04%-88,887-93.5%
208CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$574K0.04%+239+13.1%
209MCDMCDONALD S CORP$567K0.04%+1,131+162.7%
210SJMSMUCKER J M CO COM NEW$567K0.04%+5,878NEW
211SPDWSPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$551K0.04%-617-4.9%
212AMDADVANCED MICRO DEVICES INC$549K0.04%+563+26.4%
213VXUSVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND$548K0.04%+3,296+86.4%
214XLKSELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$545K0.04%+2,462+150.0%
215OREALTY INCOME CORP COM$522K0.04%+8,540NEW
216EMBJEMBRAER ADR REP FOUR ORD$519K0.04%-618-6.6%
217SPEMSPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$512K0.04%+3,212+41.7%
218QQQINVESCO QQQ TR UNIT SER 1$501K0.03%-288-24.9%
219DTMDT MIDSTREAM INC COMMON STOCK$498K0.03%+18+0.5%
220HYDVANECK ETF TRUST HIGH YLD MUNIETF$498K0.03%+2,345+30.8%
221TSTENARIS S.A. SPONS ADS EACH REP 2 ORD SHS$496K0.03%-987-10.4%
222XLCSELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$483K0.03%+2,256+107.5%
223FERGFERGUSON ENTERPRISES INC COM$482K0.03%+2,064NEW
224PWVINVESCO EXCHANGE TRADED FD TR LARGE CAP VALUE$482K0.03%-430-5.9%
225BMOBANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009$481K0.03%+3,556NEW
226SHWSHERWIN-WILLIAMS CO$474K0.03%+1,481NEW
227GISGENERAL MILLS INC COM USD0.10$471K0.03%+1,307+11.5%
228NXPINXP SEMICONDUCTORS NV$470K0.03%+2,409NEW
229RSPINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT$463K0.03%-907-27.3%
230WELLWELLTOWER INC COM$454K0.03%-409-15.1%
231XLVSELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$453K0.03%+3,087NEW
232SOSOUTHERN CO$438K0.03%+4,537NEW
233PPCPILGRIMS PRIDE CORP COM$437K0.03%+11,573NEW
234CBCHUBB LIMITED COM NPV ISIN #CH0044328745$426K0.03%+340+35.1%
235DHIDR HORTON INC COM STK USD0.01$422K0.03%+3,077NEW
236HBANHUNTINGTON BANCSHARES INC COM USD0.01$419K0.03%+26,794NEW
237MCHPMICROCHIP TECHNOLOGY INC. COM$404K0.03%+360+6.1%
238CMCANADIAN IMP BK COMM COM ISIN #CA1360691010 SEDOL #2170525$401K0.03%-267-5.9%
239SBSSANEAMEN SAO PAU ADR REP 1 ORD$398K0.03%-454-3.4%
240NSCNORFOLK SOUTHN CORP COM$396K0.03%+399+40.7%
241SNASNAP-ON INC$393K0.03%+1,081NEW
242IBMINTERNATIONAL BUS MACH CORP COM USD0.20$384K0.03%+381+31.6%
243MTGMGIC INVESTMENT CORP COM USD1.00$382K0.03%+14,565NEW
244PCARPACCAR INC COM USD1.00$382K0.03%-304-8.4%
245HWMHOWMET AEROSPACE INC COM$380K0.03%+1,650NEW
246RNRRENAISSANCERE HLDGS LTD COM$379K0.03%-165-11.5%
247MARMARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A$378K0.03%+5+0.4%
248SCHWSCHWAB CHARLES CORP COM$378K0.03%+4,018NEW
249PFGPRINCIPAL FINANCIAL GROUP INC COM$367K0.03%+4,069NEW
250VRTXVERTEX PHARMACEUTICALS INC$362K0.02%-702-46.5%
251SPHYSPDR SERIES TRUST STATE STREET PORTFOLIO HIGH YIELD BOND ETF$359K0.02%+2,675+21.0%
252MFCMANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519$352K0.02%-362-3.4%
253CRHCRH ORD EUR 0.32 (DI)$351K0.02%+3,335NEW
254MSIMOTOROLA SOLUTIONS INC$348K0.02%-18-2.2%
255WMBWILLIAMS COS INC COM$341K0.02%+1,027+28.1%
256MMM3M CO$339K0.02%+434+22.9%
257TPRTAPESTRY INC COM$336K0.02%+2,383NEW
258ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012$334K0.02%+253NEW
259GLWCORNING INC$334K0.02%+2,445NEW
260PBRPETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS$316K0.02%+1,480+10.8%
261CITHE CIGNA GROUP COM$313K0.02%+1,174NEW
262CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$309K0.02%-60-2.7%
263RSGREPUBLIC SERVICES INC$306K0.02%+183+15.0%
264ARMKARAMARK COM$300K0.02%+7,387NEW
265AGGISHARES CORE US AGGREGATE BOND ETF$298K0.02%-469-13.5%
266TMHCTAYLOR MORRISON HOME CORP COM$295K0.02%+5,066NEW
267ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$291K0.02%+403+27.6%
268TMOTHERMO FISHER SCIENTIFIC INC$289K0.02%+168+40.1%
269STESTERIS PLC ORD USD0.001$283K0.02%-933-42.2%
270UNHUNITEDHEALTH GROUP INC$281K0.02%+429+70.4%
271MSMORGAN STANLEY COM USD0.01$278K0.02%+1,686NEW
272RMDRESMED INC$276K0.02%+1,230NEW
273ZTSZOETIS INC$275K0.02%+2,330NEW
274IJRISHARES CORE S&P SMALL-CAP E$273K0.02%+2,199NEW
275ATOATMOS ENERGY CORP COM NPV$271K0.02%-106-6.7%
276MNSTMONSTER BEVERAGE CORP NEW COM$269K0.02%+891+31.7%
277BBVABANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49$262K0.02%+93+0.8%
278BABOEING CO$260K0.02%+1,308NEW
279XLFSELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$260K0.02%+5,262NEW
280CORCENCORA INC COM$253K0.02%-67-7.7%
281BPBP PLC SPONSORED ADR$251K0.02%+5,351NEW
282GEVGE VERNOVA INC COM$250K0.02%+287NEW
283LHLABCORP HOLDINGS INC COM SHS$248K0.02%-67-6.7%
284CERYSPDR SERIES TRUST SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF$247K0.02%+6,997NEW
285NDAQNASDAQ INC COM STK$241K0.02%-38-1.3%
286AZNASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9$240K0.02%+1,215NEW
287COFCAPITAL ONE FINANCIAL CORP COM USD0.01$237K0.02%+419+47.7%
288COPCONOCOPHILLIPS COM$237K0.02%+1,792NEW
289PANWPALO ALTO NETWORKS INC COM USD0.0001$236K0.02%+372+33.8%
290HCAHCA HEALTHCARE INC COM$232K0.02%+502NEW
291UDOWPROSHARES ULTRAPRO DOW30$231K0.02%+4,600NEW
292RYAAYRYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP$230K0.02%+184+4.9%
293ITTITT INC COM$229K0.02%+1,191NEW
294GPCGENUINE PARTS CO COM USD1.00$227K0.02%+2,150NEW
295GLDSPDR GOLD TR GOLD SHS$227K0.02%+528NEW
296BJBJS WHSL CLUB HLDGS INC COM$227K0.02%+2,304NEW
297FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$226K0.02%+2+0.2%
298PORPORTLAND GENERAL ELECTRIC CO$224K0.02%+4,246NEW
299FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD$223K0.02%HELD
300VGTVANGUARD WORLD FD INF TECH ETF$223K0.02%+320NEW
301DDOMINION ENERGY INC COM$223K0.02%+3,610NEW
302EEMISHARES TRUST MSCI EMG MKTS ETF USD DIS$218K0.02%HELD
303INTCINTEL CORP COM USD0.001$217K0.01%+4,908NEW
304ALVAUTOLIV INC COM USD1.00$216K0.01%+2,050NEW
305SCHPSCHWAB STRATEGIC TR US TIPS ETF$211K0.01%+7,926NEW
306CARRCARRIER GLOBAL CORPORATION COM$210K0.01%+3,732NEW
307IGLBISHARES TR 10 YR INVST GRD$207K0.01%+4,164NEW
308ETNEATON CORPORATION PLC$206K0.01%+577NEW
309XLISELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$199K0.01%+1,233NEW
310SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$198K0.01%+420+33.6%
311ISRGINTUITIVE SURGICAL INC$194K0.01%+421NEW
312CCITIGROUP INC$193K0.01%+1,704NEW
313SPSMSPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF$192K0.01%+3,970NEW
314LMTLOCKHEED MARTIN CORP COM USD1.00$191K0.01%+316NEW
315MPCMARATHON PETROLEUM CORP COM USD0.01$189K0.01%+773NEW
316ORLYOREILLY AUTOMOTIVE INC COM$189K0.01%+2,045NEW
317BLKBLACKROCK INC COM$185K0.01%+192NEW
318UNPUNION PAC CORP COM$184K0.01%+759NEW
319HONHONEYWELL INTERNATIONAL INC COM USD1$181K0.01%+801NEW
320APHAMPHENOL CORP CLASS A COM USD0.001$181K0.01%+1,429NEW
321SPMDSPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF$179K0.01%+3,020NEW
322DEDEERE & CO$177K0.01%+315NEW
323ATIATI INC COM USD0.10$177K0.01%+1,214NEW
324TXNTEXAS INSTRUMENTS INC COM USD1.00$174K0.01%+895NEW
325TRVTRAVELERS COMPANIES INC COM STK NPV$172K0.01%+590NEW
326IWFISHARES TR RUS 1000 GRW ETF$172K0.01%-34-7.8%
327AJGARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0$166K0.01%+752NEW
328PUKPRUDENTIAL ADR EACH REPR 2 ORD GBP0.05$166K0.01%+5,829NEW
329RIORIO TINTO ADR EACH REP 1 ORD$166K0.01%+1,776NEW
330EMREMERSON ELECTRIC CO$163K0.01%+1,240NEW
331INTUINTUIT INC$161K0.01%+368NEW
332WPMWHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5$159K0.01%+1,213NEW
333CEGCONSTELLATION ENERGY CORP COM$159K0.01%+568NEW
334NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK$154K0.01%+853NEW
335DFACDIMENSIONAL ETF TRUST US CORE EQUITY 2$150K0.01%+3,872NEW
336WMGWARNER MUSIC GROUP CORP COM CL A$149K0.01%+5,834NEW
337ANETARISTA NETWORKS INC COM SHS$144K0.01%-3,418-74.4%
338DIASTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS$142K0.01%+307NEW
339WTWWILLIS TOWERS WATSON PLC COM USD0.000304635$140K0.01%+482NEW
340CCJCAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160$140K0.01%+1,287NEW
341IJKISHARES S&P MID-CAP 400 GROWTH ETF$139K0.01%+1,386NEW
342AEMAGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823$139K0.01%+685NEW
343GMABGENMAB AS SPON ADS EACH REP 0.1 ORD SHS$137K0.01%+5,113NEW
344CRWDCROWDSTRIKE HLDGS INC CL A$137K0.01%+350NEW
345SPLBSPDR SERIES TRUST STATE STREET PORTFOLIO LONG TERM CORPORATE BOND ETF$137K0.01%+6,144NEW
346DOCUDOCUSIGN INC COM$135K0.01%-338-10.6%
347CIBGRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS$134K0.01%+1,837NEW
348EMHYISHARES INC JP MRGN EM HI BD$134K0.01%+3,396NEW
349YUMCYUM CHINA HLDGS INC COM$133K0.01%+2,706NEW
350ARMARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS$131K0.01%+865NEW
351IEVISHARES EUROPE ETF$131K0.01%+1,925NEW
352EMHCSPDR SERIES TRUST STATE STREET BLOOMBERG EMERGING MARKETS USD BOND ETF$131K0.01%+5,267NEW
353IWMISHARES RUSSELL 2000 ETF$128K0.01%+518NEW
354GDGENERAL DYNAMICS CORP COM$127K0.01%+371NEW
355QUREQUANTA SERVICES COM USD0.00001$127K0.01%+231NEW
356XPXP INC COM USD0.00001 CLASS A$126K0.01%+6,617NEW
357OTISOTIS WORLDWIDE CORP COM$124K0.01%+1,611NEW
358SYKSTRYKER CORPORATION COM$122K0.01%+372NEW
359GMGENERAL MTRS CO COM$121K0.01%+1,630NEW
360PGRPROGRESSIVE CORP COM$121K0.01%+612NEW
361SRLNSSGA ACTIVE TR STATE STREET BLACKSTONE SENIOR LOAN ETF$118K0.01%+2,952NEW
362GFIGOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II$118K0.01%+2,606NEW
363ETRENTERGY CORP$117K0.01%+1,044NEW
364XLESELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF$117K0.01%+1,911NEW
365NTESNETEASE INC SPON ADR EACH REP 25 ORD SHS$116K0.01%+1,040NEW
366QUALISHARES TR MSCI USA QLT FCT$114K0.01%+596NEW
367IEURISHARES CORE MSCI EUROPE ETF$113K0.01%+1,613NEW
368CRMSALESFORCE INC COM$111K0.01%+595NEW
369ADPAUTOMATIC DATA PROCESSING INC COM$110K0.01%+542NEW
370NVMINOVA LTD ORDINARY SHARES$109K0.01%+252NEW
371EOGEOG RESOURCES INC$109K0.01%+754NEW
372SHELSHELL PLC SPON ADS EA REP 2 ORD SHS$108K0.01%+1,164NEW
373GWXSPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF$107K0.01%+2,537NEW
374AEPAMERICAN ELEC PWR CO INC COM$107K0.01%+817NEW
375FTAIFTAI AVIATION LTD SHS ISIN #KYG3730V1059$107K0.01%+436NEW
376BDXBECTON DICKINSON &CO COM USD1.00$107K0.01%+679NEW
377SBUXSTARBUCKS CORP COM USD0.001$107K0.01%+1,190NEW
378SNOWSNOWFLAKE INC. COMMON STOCK$105K0.01%+697NEW
379VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US$105K0.01%+1,398NEW
380BLDTOPBUILD CORP COM$105K0.01%+297NEW
381XLYSELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$103K0.01%+949NEW
382CSXCSX CORP COM USD1$103K0.01%+2,509NEW
383IVEISHARES S&P 500 VALUE ETF$102K0.01%+483NEW
384PAASPAN AMERN SILVER CORP COM ISIN #CA6979001089 SEDOL #2669272$102K0.01%+1,867NEW
385KRKROGER CO COM USD1.00$101K0.01%-6,091-81.4%
386BMYBRISTOL-MYERS SQUIBB CO COM$101K0.01%+1,658NEW
387VSTVISTRA CORP-9,916EXITED
388BLDRBUILDERS FIRSTSOURCE INC-11,752EXITED
389VYMVANGUARD WHITEHALL FDS-6,194EXITED
390ADBEADOBE INC-1,378EXITED
391WDAYWORKDAY INC-2,112EXITED
392BXBLACKSTONE INC-2,823EXITED
393SCHXSCHWAB STRATEGIC TR-15,690EXITED
394XLPSELECT SECTOR SPDR TR-2,903EXITED

Source: SEC EDGAR · accession 0001760540-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.