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Institutional

VALLEY WEALTH MANAGERS, INC.

CIK 0000924166
$1.55B
Reported AUM
316
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · VALLEY WEALTH MANAGERS, INC. · Q1 2026

AI · grounded in 13F

VALLEY WEALTH MANAGERS, INC. established a new position in ESI valued at $26.4M. The fund also opened a new stake in KDP for $17.9M and increased its holding of META by 661.6%. On the sell side, the fund closed its position in PYPL, reducing its exposure by $11.7M. Other notable reductions include trimming shares of LRGG by 96.4% and DOX by 79.6%.

Portfolio · Q1 2026

VONG$58.3MAAPL$46.5MGLW$41.7MAVGO$35.6MAIQ$35.0MVTV$34.9MHAS$30.0MCSCO$29.8MVZ$29.7MCFG$28.3MGOOGL$28.1MDELL$27.9MOther$1.13BVI

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VONGVANGUARD RUSSELL 1000 GROWTH ETF$58.3M3.76%+54,596+11.4%
2AAPLAPPLE INC COM$46.5M3.00%-9,165-4.8%
3GLWCORNING INC COM$41.7M2.68%-58,871-16.1%
4AVGOBROADCOM INC COM$35.6M2.29%-21,408-15.7%
5AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$35.0M2.25%+97,869+15.0%
6VTVVANGUARD VALUE ETF$34.9M2.25%+48,131+37.1%
7HASHASBRO INC COM$30.0M1.93%-11,680-3.5%
8CSCOCISCO SYS INC COM$29.8M1.92%-11,664-2.9%
9VZVERIZON COMMUNICATIONS INC COM$29.7M1.92%+20,033+3.5%
10CFGCITIZENS FINL GROUP INC COM$28.3M1.82%-18,999-3.9%
11GOOGLALPHABET INC CAP STK CL A$28.1M1.81%-32,613-25.0%
12DELLDELL TECHNOLOGIES INC CL C$27.9M1.80%+9,590+6.0%
13MSFTMICROSOFT CORP COM$27.9M1.80%+463+0.6%
14MSMORGAN STANLEY COM NEW$27.3M1.76%-27,722-14.3%
15ROSTROSS STORES INC COM$27.3M1.76%-7,581-5.7%
16STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$26.9M1.73%-63,817-48.2%
17TPRTAPESTRY INC COM$26.8M1.72%-68,222-26.5%
18PFEPFIZER INC COM$26.6M1.72%+207,642+28.0%
19HUBBHUBBELL INC COM$26.5M1.70%-2,535-4.5%
20ESIELEMENT SOLUTIONS INC COM$26.4M1.70%+774,648NEW
21HONHONEYWELL INTL INC COM$26.4M1.70%+2,953+2.6%
22CVXCHEVRON CORPORATION COM$25.0M1.61%-4,329-3.5%
23KRKROGER CO COM$24.9M1.60%+27,054+8.5%
24DALDELTA AIR LINES INC COM NEW$24.6M1.58%+29+0.0%
25AMGNAMGEN INC COM$24.3M1.56%-15,907-18.7%
26CORCENCORA INC COM$24.2M1.56%-8,819-10.3%
27NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK$23.9M1.54%-325-0.2%
28NFGNATIONAL FUEL GAS CO COM$22.9M1.48%+1,100+0.5%
29CACICACI INTL INC CL A$22.9M1.48%-1,267-2.9%
30VRTXVERTEX PHARMACEUTICALS INC COM$22.4M1.44%-812-1.6%
31METMETLIFE INC COM$22.2M1.43%+13,904+4.6%
32METAMETA PLATFORMS INC CL A$22.1M1.43%+33,631+661.6%
33TMUST-MOBILE US INC COM$22.0M1.41%+8,833+9.2%
34AIZASSURANT INC COM$21.1M1.36%+54+0.1%
35DRIDARDEN RESTAURANTS INC COM$20.2M1.30%+1,008+1.0%
36PGRPROGRESSIVE CORP COM$19.9M1.28%+9,030+9.9%
37STWDSTARWOOD PPTY TR INC COM$19.9M1.28%+240,312+26.2%
38ORCLORACLE CORP COM$19.7M1.27%+12,308+10.1%
39CITHE CIGNA GROUP COM$18.1M1.16%+4,090+6.4%
40KDPKEURIG DR PEPPER INC COM$17.9M1.15%+680,797NEW
41SSNCSS&C TECH HLDGS COM$16.0M1.03%+6,590+2.9%
42ACNACCENTURE PLC IRELAND SHS CLASS A$15.1M0.97%-2,193-2.8%
43RSPINVESCO S&P 500 EQUAL WEIGHT ETF$14.5M0.93%+18,560+32.6%
44IPACISHARES CORE MSCI PACIFIC ETF$14.1M0.91%+10,691+6.2%
45CRMSALESFORCE INC COM$13.9M0.90%-2,200-2.9%
46SHLDGLOBAL X DEFENSE TECH ETF$13.7M0.88%+27,529+16.6%
47PPAINVESCO AEROSPACE & DEFENSE ETF$11.7M0.75%+878+1.3%
48AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$10.5M0.68%+51,136+117.0%
49HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND$10.2M0.66%+34,743+21.6%
50KBWBINVESCO KBW BANK ETF$9.3M0.60%-49,394-29.5%
51KRESTATE STREET SPDR S&P REGIONAL BANKING ETF$9.0M0.58%-57,508-29.3%
52NVDANVIDIA CORPORATION COM$6.8M0.44%+3,106+8.7%
53XOMEXXON MOBIL CORP COM$6.2M0.40%-1,664-4.4%
54JPMJPMORGAN CHASE & CO COM$6.0M0.39%-559-2.7%
55ABBVABBVIE INC COM$5.8M0.37%+373+1.4%
56MRKMERCK & CO INC COM$5.7M0.37%-2,117-4.3%
57KMIKINDER MORGAN INC DEL COM$5.5M0.36%+675+0.4%
58RRYDER SYS INC COM$5.5M0.35%+367+1.4%
59AMZNAMAZON COM INC COM$5.4M0.35%+75+0.3%
60PNCPNC FINL SVCS GROUP INC COM$5.2M0.34%+180+0.7%
61AEPAMERICAN ELEC PWR CO INC COM$5.2M0.33%-113-0.3%
62NTAPNETAPP INC COM$5.2M0.33%+1,271+2.6%
63TXNTEXAS INSTRS INC COM$5.2M0.33%+250+0.9%
64EOGEOG RES INC COM$5.1M0.33%+2,429+7.4%
65STTSTATE STR CORP COM$5.0M0.32%-3,619-8.3%
66TAT&T INC COM$5.0M0.32%+3,129+1.8%
67GILDGILEAD SCIENCES INC COM$5.0M0.32%-2,691-7.0%
68TRVTRAVELERS COMPANIES INC COM$4.9M0.32%+12+0.1%
69GDGENERAL DYNAMICS CORP COM$4.9M0.32%+68+0.5%
70LMTLOCKHEED MARTIN CORP COM$4.8M0.31%-276-3.4%
71PEPPEPSICO INC COM$4.8M0.31%+1,064+3.6%
72KOCOCA COLA CO COM$4.8M0.31%+680+1.1%
73ADPAUTOMATIC DATA PROCESSING INC COM$4.8M0.31%+21,091+919.4%
74USBUS BANCORP COM NEW$4.7M0.30%-5,301-5.5%
75OREALTY INCOME CORP COM$4.7M0.30%+692+0.9%
76EMNEASTMAN CHEM CO COM$4.6M0.30%+60,571NEW
77PEGPUBLIC SVC ENTERPRISE GROUP COM$4.6M0.30%+1,087+1.9%
78UNHUNITEDHEALTH GROUP INC COM$4.6M0.29%+16,852NEW
79SBUXSTARBUCKS CORP COM$4.6M0.29%+612+1.2%
80IBMINTERNATIONAL BUSINESS MACHS COM$4.5M0.29%+125+0.7%
81AMTAMERICAN TOWER CORP COM$4.5M0.29%+25,862NEW
82MDTMEDTRONIC PLC SHS$4.5M0.29%+51,122+16598.1%
83PGPROCTER & GAMBLE CO COM$4.4M0.28%+2,339+8.3%
84IVWISHARES S&P 500 GROWTH ETF$4.4M0.28%-763-1.9%
85KMBKIMBERLY-CLARK CORP COM$4.4M0.28%+45,525NEW
86DKSDICKS SPORTING GOODS INC COM$4.3M0.28%+497+2.3%
87MSMMSC INDL DIRECT INC CL A$4.2M0.27%+1,220+2.7%
88CMCSACOMCAST CORP NEW CL A$4.2M0.27%+2,814+2.0%
89MCDMCDONALDS CORP COM$4.1M0.27%+84+0.6%
90TROWPRICE T ROWE GROUP INC COM$4.1M0.26%+1,282+2.9%
91SKYYFIRST TRUST CLOUD COMPUTING ETF$4.1M0.26%+445+1.2%
92QCOMQUALCOMM INC COM$4.0M0.26%-8,579-21.4%
93VICIVICI PPTYS INC COM$4.0M0.26%+46,759+46.4%
94HDHOME DEPOT INC COM$3.9M0.25%+268+2.3%
95BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$3.9M0.25%+13,371+20.0%
96SOXXISHARES SEMICONDUCTOR ETF$3.8M0.24%+1,281+12.6%
97SDYSTATE STREET SPDR S&P DIVIDEND ETF$3.7M0.24%-2,755-9.8%
98BSVVANGUARD SHORT-TERM BOND ETF$3.7M0.24%+4,596+10.9%
99JTEKJPMORGAN U.S. TECH LEADERS ETF$3.6M0.23%-84-0.2%
100HACKAMPLIFY CYBERSECURITY ETF$3.4M0.22%+1,282+2.9%
101LLYELI LILLY & CO COM$3.4M0.22%-182-4.7%
102PRUPRUDENTIAL FINL INC COM$3.4M0.22%+1,450+4.4%
103FBNDFIDELITY TOTAL BOND ETF$3.3M0.21%+9,867+15.7%
104FNFFIDELITY NATL FINL INC COM SHS$3.2M0.21%-350-0.5%
105JPSTJPMORGAN ULTRA-SHORT INCOME ETF$3.1M0.20%-94,709-60.4%
106VOTVANGUARD MID-CAP GROWTH ETF$3.1M0.20%-627-4.9%
107DOXAMDOCS LTD SHS$3.0M0.19%-179,552-79.6%
108IVVISHARES CORE S&P 500 ETF$2.9M0.19%-79-1.8%
109IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF$2.8M0.18%+753+2.2%
110VOEVANGUARD MID-CAP VALUE ETF$2.6M0.17%-777-5.3%
111APHAMPHENOL CORP CL A$2.3M0.15%-890-4.6%
112ANETARISTA NETWORKS INC COM SHS$2.3M0.15%-608-3.1%
113VRTVERTIV HOLDINGS CO COM CL A$2.3M0.15%+6,599+275.9%
114CPLSAB CORE PLUS BOND ETF$2.2M0.14%+3,724+6.4%
115ISRGINTUITIVE SURGICAL INC COM NEW$2.2M0.14%-210-4.3%
116SPYSTATE STREET SPDR S&P 500 ETF$2.1M0.14%-1,452-30.8%
117VVISA INC COM CL A$2.0M0.13%-424-6.0%
118IEFAISHARES CORE MSCI EAFE ETF$1.9M0.12%-1,310-6.0%
119IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$1.9M0.12%+777+1.0%
120IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF$1.7M0.11%+795+1.1%
121PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$1.6M0.10%-5,037-13.7%
122GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF$1.6M0.10%-685-5.0%
123VBKVANGUARD SMALL-CAP GROWTH ETF$1.6M0.10%-571-10.0%
124VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$1.5M0.09%+111+0.6%
125VWOVANGUARD FTSE EMERGING MARKETS ETF$1.3M0.09%-2,557-9.3%
126VOOVANGUARD S&P 500 ETF$1.3M0.08%+65+3.1%
127IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.2M0.08%+841+1.8%
128GOOGALPHABET INC CAP STK CL C$1.2M0.08%-420-9.1%
129HOODROBINHOOD MKTS INC COM CL A$1.2M0.08%-716-4.0%
130KLACKLA CORP COM NEW$1.2M0.08%-56-6.6%
131AMATAPPLIED MATLS INC COM$1.1M0.07%-276-7.6%
132VGTVANGUARD INFORMATION TECHNOLOGY ETF$1.1M0.07%-194-10.7%
133WBDWARNER BROS DISCOVERY INC COM SER A$1.1M0.07%+483+1.2%
134COSTCOSTCO WHOLESALE CORPORATION COM$972K0.06%-37-3.7%
135IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF$853K0.05%+4,014+12.3%
136HLTHILTON WORLDWIDE HLDGS INC COM$824K0.05%-172-6.0%
137FALNISHARES FALLEN ANGELS USD BOND ETF$817K0.05%-228-0.7%
138NFLXNETFLIX INC. COM$809K0.05%-29-0.3%
139TJXTJX COS INC NEW COM$803K0.05%-124-2.4%
140SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$801K0.05%-402-4.5%
141IFLNINVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF$787K0.05%+1,841+4.4%
142LRGGNOMURA FOCUSED LARGE GROWTH ETF$771K0.05%-816,284-96.4%
143JNJJOHNSON & JOHNSON COM$764K0.05%-23,789-88.4%
144HCAHCA HEALTHCARE INC COM$727K0.05%-28-1.8%
145INTUINTUIT COM$706K0.05%+596+57.5%
146IWFISHARES RUSSELL 1000 GROWTH ETF$705K0.05%-86-4.9%
147VLYVALLEY NATL BANCORP COM$691K0.04%-173-0.3%
148FLTRVANECK IG FLOATING RATE ETF$690K0.04%-274-1.0%
149TTTRANE TECHNOLOGIES PLC SHS$690K0.04%-59-3.4%
150ORLYOREILLY AUTOMOTIVE INC COM$668K0.04%-378-5.0%
151LPLALPL FINL HLDGS INC COM$663K0.04%-92-4.0%
152QQQINVESCO QQQ TRUST SERIES I$660K0.04%-31-2.6%
153NOWSERVICENOW INC COM$649K0.04%+2,142+52.6%
154PANWPALO ALTO NETWORKS INC COM$632K0.04%-58-1.4%
155FTNTFORTINET INC COM$622K0.04%-246-3.1%
156MSCIMSCI INC COM$609K0.04%-16-1.4%
157SHWSHERWIN WILLIAMS CO COM$598K0.04%-103-5.2%
158SJNKSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$586K0.04%+14,634+165.5%
159VGSHVANGUARD SHORT-TERM TREASURY ETF$584K0.04%-49-0.5%
160IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$571K0.04%+391+6.1%
161VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$546K0.04%-41-0.6%
162TDGTRANSDIGM GROUP INC COM$532K0.03%+15+3.4%
163APOAPOLLO GLOBAL MGMT INC COM$506K0.03%-221-4.6%
164SNPSSYNOPSYS INC COM$478K0.03%+43+3.7%
165BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$434K0.03%-22-2.4%
166XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$430K0.03%-1,053-24.5%
167FICOFAIR ISAAC CORP COM$420K0.03%-23-5.5%
168IJSISHARES S&P SMALL-CAP 600 VALUE ETF$355K0.02%-416-12.2%
169VRPINVESCO VARIABLE RATE PREFERRED ETF$308K0.02%-147-1.1%
170WMTWALMART INC COM$304K0.02%-291-10.6%
171IEIISHARES 3-7 YEAR TREASURY BOND ETF$304K0.02%+69+2.8%
172INTCINTEL CORP COM$296K0.02%-350-5.0%
173XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$278K0.02%-99-5.0%
174IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF$258K0.02%+7,251+160.0%
175XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$216K0.01%+43+1.0%
176XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$184K0.01%+85+5.3%
177BKNGBOOKING HOLDINGS INC COM$156K0.01%HELD
178SOLSSOLSTICE ADVANCED MATLS INC COM SHS$139K0.01%-18,699-91.1%
179CCITIGROUP INC COM NEW$134K0.01%+1,178NEW
180MAMASTERCARD INCORPORATED CL A$131K0.01%-88-25.1%
181VUGVANGUARD GROWTH ETF$128K0.01%HELD
182GEVGE VERNOVA INC COM$120K0.01%HELD
183AGGISHARES CORE U.S. AGGREGATE BOND ETF$119K0.01%-1-0.1%
184SRESEMPRA COM$105K0.01%HELD
185ABTABBOTT LABORATORIES COM$93K0.01%+260+40.5%
186LOWLOWES COS INC COM$92K0.01%HELD
187PSXPHILLIPS 66 COM$91K0.01%HELD
188GLDSPDR GOLD SHARES$91K0.01%-331-61.1%
189SGOVISHARES 0-3 MONTH TREASURY BOND ETF$87K0.01%+868NEW
190PMPHILIP MORRIS INTL INC COM$87K0.01%-136-20.6%
191BNDVANGUARD TOTAL BOND MARKET ETF$86K0.01%-81-6.5%
192SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF$86K0.01%HELD
193GSKGSK PLC SPONSORED ADR$83K0.01%HELD
194XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF$81K0.01%-146,859-99.1%
195BKBANK NEW YORK MELLON CORP COM$81K0.01%+380+126.7%
196XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$80K0.01%HELD
197ZTSZOETIS INC CL A$79K0.01%+400+148.1%
198XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$78K0.01%+129+22.4%
199IHEISHARES U.S. PHARMACEUTICALS ETF$78K0.01%HELD
200SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$74K0.00%-147-9.1%
201AZNASTRAZENECA PLC ORD$74K0.00%-446-54.4%
202BACBANK OF AMER CORP COM$74K0.00%+1,116+284.7%
203IHIISHARES U.S. MEDICAL DEVICES ETF$73K0.00%HELD
204SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF$71K0.00%HELD
205DISDISNEY WALT CO COM$70K0.00%HELD
206NVSNOVARTIS AG SPONSORED ADR$69K0.00%+208+84.9%
207CSXCSX CORP COM$68K0.00%+900+120.0%
208MUMICRON TECHNOLOGY INC COM$68K0.00%+167+506.1%
209NMMNAVIOS MARITIME PARTNERS LP COM UNIT LPI$63K0.00%+930NEW
210SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$62K0.00%-65-4.6%
211PFFISHARES PREFERRED & INCOME SECURITIES ETF$61K0.00%HELD
212IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$60K0.00%+40+3.6%
213ALLALLSTATE CORP COM$59K0.00%HELD
214APLEAPPLE HOSPITALITY REIT INC COM NEW$53K0.00%+82+1.8%
215COPCONOCOPHILLIPS COM$53K0.00%HELD
216VIGVANGUARD DIVIDEND APPRECIATION ETF$53K0.00%HELD
217ADIANALOG DEVICES INC COM$49K0.00%-25-13.9%
218MOALTRIA GROUP INC COM$47K0.00%HELD
219SCHWSCHWAB CHARLES CORP COM$47K0.00%HELD
220SUSAISHARES ESG OPTIMIZED MSCI USA ETF$46K0.00%HELD
221VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$46K0.00%HELD
222FTMUFRANKLIN MUNICIPAL INCOME ETF$43K0.00%HELD
223SMBVANECK SHORT MUNI ETF$42K0.00%HELD
224JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF$39K0.00%HELD
225AJGGALLAGHER ARTHUR J & CO COM$38K0.00%HELD
226VTIVANGUARD TOTAL STOCK MARKET ETF$35K0.00%HELD
227RTXRTX CORPORATION COM$35K0.00%HELD
228WMT2WELLS FARGO & CO COM$34K0.00%-105-19.8%
229CMBTCMB.TECH NV SHS$33K0.00%+2,565NEW
230WDCWESTERN DIGITAL CORP COM$32K0.00%+120NEW
231CCDCALAMOS DYNAMIC CONV & INCOME COM$32K0.00%HELD
232OXYOCCIDENTAL PETE CORP COM$32K0.00%HELD
233MMM3M CO COM$29K0.00%HELD
234TFCTRUIST FINL CORP COM$28K0.00%HELD
235XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$28K0.00%-237-41.3%
236CTASCINTAS CORP COM$27K0.00%HELD
237PFGPRINCIPAL FINANCIAL GROUP INC COM$27K0.00%+300NEW
238XGDVXGABELLI DIVID & INCOME TR COM$27K0.00%HELD
239CSWCSW INDUSTRIALS INC COM$26K0.00%+100NEW
240SNDKSANDISK CORP COM$25K0.00%+40NEW
241BABOEING CO COM$25K0.00%-388-75.6%
242BIDUBAIDU INC SPON ADR REP A$23K0.00%+210NEW
243ROKROCKWELL AUTOMATION INC COM$23K0.00%HELD
244XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF$23K0.00%HELD
245AXPAMERICAN EXPRESS CO COM$23K0.00%HELD
246DUKDUKE ENERGY CORP NEW COM NEW$22K0.00%HELD
247PHPARKER-HANNIFIN CORP COM$21K0.00%-23-48.9%
248MODMODINE MFG CO COM$21K0.00%HELD
249XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF$21K0.00%HELD
250JDJD.COM INC SPON ADS CL A$21K0.00%+700NEW
251ETNEATON CORP PLC SHS$19K0.00%-250-82.2%
252VBRVANGUARD SMALL CAP VALUE ETF$19K0.00%HELD
253SOFISOFI TECHNOLOGIES INC COM$15K0.00%HELD
254XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF$15K0.00%HELD
255STZCONSTELLATION BRANDS INC CL A$15K0.00%HELD
256NEENEXTERA ENERGY INC COM$15K0.00%HELD
257PBPROSPERITY BANCSHARES INC COM$15K0.00%HELD
258SYYSYSCO CORP COM$14K0.00%-200-50.0%
259BIVVANGUARD INTERMEDIATE-TERM BOND ETF$14K0.00%HELD
260ITWILLINOIS TOOL WKS INC COM$14K0.00%HELD
261FASTFASTENAL CO COM$13K0.00%HELD
262MGVVANGUARD MEGA CAP VALUE ETF$13K0.00%HELD
263YUMYUM BRANDS INC COM$12K0.00%HELD
264IVEISHARES S&P 500 VALUE ETF$12K0.00%HELD
265SMMUPIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF$12K0.00%HELD
266IWNISHARES RUSSELL 2000 VALUE ETF$12K0.00%HELD
267VTEBVANGUARD TAX-EXEMPT BOND ETF$11K0.00%HELD
268IWDISHARES RUSSELL 1000 VALUE ETF$11K0.00%-1,458-96.5%
269BILIBILIBILI INC SPONS ADS REP Z$11K0.00%+500NEW
270NIONIO INC SPON ADS$11K0.00%+1,000+122.1%
271IYEISHARES U.S. ENERGY ETF$11K0.00%HELD
272SCHMSCHWAB U.S. MID-CAP ETF$11K0.00%HELD
273HBANHUNTINGTON BANCSHARES INC COM$10K0.00%HELD
274MUBISHARES NATIONAL MUNI BOND ETF$10K0.00%HELD
275MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF$10K0.00%HELD
276VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$10K0.00%-101-32.9%
277PBAPEMBINA PIPELINE CORP COM$9K0.00%HELD
278METCRAMACO RES INC COM CL A$9K0.00%+600NEW
279SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$9K0.00%HELD
280BKRBAKER HUGHES COMPANY CL A$9K0.00%HELD
281BRBROADRIDGE FINL SOLUTIONS INC COM$8K0.00%HELD
282BLKBLACKROCK INC COM$8K0.00%HELD
283VOVANGUARD MID-CAP ETF$7K0.00%HELD
284TSLATESLA INC COM$6K0.00%-729-97.7%
285XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF$6K0.00%-67-68.4%
286VNOMVIPER ENERGY INC CL A$5K0.00%+100NEW
287FFORD MTR CO COM$4K0.00%-1,445-80.9%
288CTVACORTEVA INC COM$4K0.00%HELD
289SOLVSOLVENTUM CORP COM SHS$3K0.00%HELD
290MTBM & T BK CORP COM$3K0.00%HELD
291QQNITY ELECTRONICS INC COMMON STOCK$2K0.00%HELD
292DDDUPONT DE NEMOURS INC COM$2K0.00%HELD
293DOWDOW HLDGS INC COM$2K0.00%HELD
294BPBP PLC SPONSORED ADR$2K0.00%+32NEW
295ASBPWASPIRE BIOPHARMA HLDGS INC COM$1K0.00%-39,000-97.5%
296BTCGRAYSCALE BITCOIN MINI TRUST ETF$6600.00%HELD
297INSGEURINSEEGO CORP COM NEW$5560.00%+50NEW
298SCWORX CORP COM$5260.00%HELD
299USMVISHARES MSCI USA MIN VOL FACTOR ETF$4640.00%-1,399-99.6%
300CCCHEMOURS CO COM$4410.00%HELD
301BHFBRIGHTHOUSE FINL INC COM$4190.00%HELD
302FANGDIAMONDBACK ENERGY INC COM$3960.00%+2NEW
303HYLNHYLIION HOLDINGS CORP COMMON STOCK$3520.00%+200NEW
304COFCAPITAL ONE FINL CORP COM$1820.00%+1NEW
305XTNTXTANT MED HLDGS INC COM NEW$1660.00%HELD
306CLFCLEVELAND-CLIFFS INC NEW COM$1440.00%HELD
307PFFDGLOBAL X U.S. PREFERRED ETF$1280.00%HELD
308TGTTARGET CORP COM$1210.00%-66-98.5%
309TIPISHARES TIPS BOND ETF$990.00%HELD
310MOATVANECK MORNINGSTAR WIDE MOAT ETF$990.00%HELD
311IEFISHARES 7-10 YEAR TREASURY BOND ETF$640.00%HELD
312SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF$530.00%-91,145-100.0%
313ONON SEMICONDUCTOR CORP COM$440.00%HELD
314ZSZSCALER INC COM$370.00%HELD
315EUDGWISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND$150.00%HELD
316CRSPCRISPR THERAPEUTICS AG NAMEN AKT$110.00%HELD
317PYPLPAYPAL HLDGS INC COM-199,658EXITED
318GISGENERAL MLS INC COM-90,843EXITED
319LYBLYONDELLBASELL INDUSTRIES N V SHS - A --57,428EXITED
320HPQHP INC COM-106,898EXITED
321CATCATERPILLAR INC COM-290EXITED
322FGF&G ANNUITIES & LIFE INC COMMON STOCK-4,057EXITED
323ELVELEVANCE HEALTH INC FORMERLY A COM-175EXITED
324ASMLASML HLDG NV N Y REGISTRY SHS-53EXITED
325SCHDSCHWAB US DIVIDEND EQUITY ETF-1,953EXITED
326EMREMERSON ELEC CO COM-391EXITED
327EBAYEBAY INC. COM-553EXITED
328ARKKARK INNOVATION ETF-579EXITED
329TSCOTRACTOR SUPPLY CO COM-640EXITED
330INGRINGREDION INC COM-192EXITED
331TLTISHARES 20 YEAR TREASURY BOND ETF-240EXITED
332SONSONOCO PRODS CO COM-475EXITED
333CRCLCIRCLE INTERNET GROUP INC COM CL A-229EXITED
334LHLABCORP HOLDINGS INC COM SHS-72EXITED
335TAPMOLSON COORS BEVERAGE CO CL B-369EXITED
336BBJPJPMORGAN BETABUILDERS JAPAN ETF-225EXITED
337LKQLKQ CORP COM-409EXITED
338TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS-38EXITED
339BBCAJPMORGAN BETABUILDERS CANADA ETF-122EXITED
340SWKSTANLEY BLACK & DECKER INC COM-150EXITED
341BBEUJPMORGAN BETABUILDERS EUROPE ETF-134EXITED
342ARKGARK GENOMIC REVOLUTION ETF-337EXITED
343GOVTISHARES U.S. TREASURY BOND ETF-411EXITED
344SPOTSPOTIFY TECHNOLOGY S A SHS-12EXITED
345BBAXJPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF-123EXITED
346SESEA LTD SPONSORD ADS-53EXITED
347IAUISHARES GOLD TRUST-82EXITED
348BHPBHP GROUP LTD SPONSORED ADS-96EXITED
349CECELANESE CORP DEL COM-132EXITED
350SAPSAP SE SPON ADR-22EXITED
351RACEFERRARI N V COM-13EXITED
352UBSUBS GROUP AG SHS-96EXITED
353ACGLARCH CAP GROUP LTD ORD-45EXITED
354STESTERIS PLC SHS USD-16EXITED
355CPCANADIAN PACIFIC KANSAS CITY COM-53EXITED
356ICLRICON PLC SHS-21EXITED
357YUMCYUM CHINA HLDGS INC COM-80EXITED
358NUNU HLDGS LTD ORD SHS CL A-228EXITED
359CPNGCOUPANG INC CL A-158EXITED
360NVONOVO-NORDISK A S ADR-70EXITED
361LINLINDE PLC SHS-8EXITED
362FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW-15EXITED
363IBNICICI BK LTD HONG KONG BRANCH ADR-109EXITED
364CAVACAVA GROUP INC COM-49EXITED
365CNQCANADIAN NAT RES LTD COM-78EXITED
366AONAON PLC SHS CL A-7EXITED
367WCNWASTE CONNECTIONS INC COM-13EXITED
368TEAMATLASSIAN CORPORATION CL A-14EXITED
369MELIMERCADOLIBRE INC COM-1EXITED
370MNDYMONDAY COM LTD SHS-13EXITED
371PSKYPARAMOUNT SKYDANCE CORP COM CL B-121EXITED
372FTREFORTREA HLDGS INC COMMON STOCK-72EXITED
373BBAIBIGBEAR AI HLDGS INC COM-145EXITED
374AMCAMC ENTMT HLDGS INC CL A NEW-205EXITED
375OXY/WSOCCIDENTAL PETE CORP WT EXP 080327-5EXITED
376TOLTOLL BROTHERS INC COM0EXITED
377PHMPULTE GROUP INC COM-1EXITED
378CRICARTERS INC COM-1EXITED
379OPENWOPENDOOR TECHNOLOGIES INC WT EXP 112026 K-22EXITED
380LITGLOBAL X LITHIUM & BATTERY TECH ETF0EXITED
381DIVGLOBAL X SUPERDIVIDEND US ETF-1EXITED
382OPENLOPENDOOR TECHNOLOGIES INC WT EXP 112026 A-22EXITED
383OPENZOPENDOOR TECHNOLOGIES INC WT EXP 112026 Z-22EXITED

Source: SEC EDGAR · accession 0000924166-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.