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Institutional

Wellington Grp LLC

CIK 0002134013
$324.6M
Reported AUM
394
Positions
Q1 2026
Period
2026-05-22
Filed

The Brief · Wellington Grp LLC · Q1 2026

AI · grounded in 13F

Wellington Grp LLC significantly reduced its holdings in CRDO, trimming the position by 96.77%. The fund also cut stakes in MTZ by 93.93% and COHR by 94.40%. On the buy side, the fund established a new position in AMKR valued at $1.82M and increased its shares of FCFS by 43,752.38%.

Portfolio · Q1 2026

IGSB$24.7MRWJ$24.5MVO$19.8MBKLN$16.7MDBEF$15.4MICSH$14.0MTFLO$13.6MJPST$12.7MLLY$11.2MIWY$9.4MSPSB$8.9MVBK$8.4MOther$145.3MWL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1IGSBISHARES TR$24.7M7.61%+39,420+9.1%
2RWJINVESCO EXCH TRADED FD TR II$24.5M7.55%+35,805+8.0%
3VOVANGUARD INDEX FDS$19.8M6.11%+8,217+13.5%
4BKLNINVESCO EXCH TRADED FD TR II$16.7M5.13%-49,954-5.8%
5DBEFDBX ETF TR$15.4M4.74%+38,421+14.1%
6ICSHISHARES TR$14.0M4.32%+17,251+6.6%
7TFLOISHARES TR$13.6M4.19%+22,358+9.1%
8JPSTJ P MORGAN EXCHANGE TRADED F$12.7M3.92%+21,937+9.6%
9LLYELI LILLY & CO$11.2M3.44%+508+4.4%
10IWYISHARES TR$9.4M2.89%+7,265+23.9%
11SPSBSPDR SERIES TRUST$8.9M2.75%+25,417+9.4%
12VBKVANGUARD INDEX FDS$8.4M2.58%+680+2.5%
13AAPLAPPLE INC$5.5M1.71%+660+3.1%
14NVDANVIDIA CORPORATION$4.7M1.46%-764-2.7%
15MSFTMICROSOFT CORP$4.5M1.37%+1,326+12.4%
16GOOGALPHABET INC$4.1M1.27%-823-5.4%
17TSLATESLA INC$3.5M1.07%+1,507+19.2%
18AMZNAMAZON COM INC$3.3M1.01%+1,574+11.1%
19MRKMERCK & CO INC$3.2M0.97%-215-0.8%
20AVGOBROADCOM INC$3.0M0.92%+924+10.6%
21ORCLORACLE CORP$2.8M0.87%+2,841+17.4%
22METAMETA PLATFORMS INC$2.7M0.82%+688+17.4%
23ROSTROSS STORES INC$2.6M0.81%+1,019+9.2%
24CMICUMMINS INC$2.4M0.73%+553+14.4%
25AZOAUTOZONE INC$2.0M0.62%+14+2.4%
26VVISA INC$1.9M0.60%+861+15.5%
27AMKRAMKOR TECHNOLOGY INC$1.8M0.56%+40,517NEW
28SCHDSCHWAB STRATEGIC TR$1.8M0.54%-5,610-9.0%
29MUMICRON TECHNOLOGY INC$1.7M0.54%+1,676+48.3%
30FCFSFIRSTCASH HOLDINGS INC$1.7M0.53%+9,188+43752.4%
31TJXTJX COS INC NEW$1.7M0.52%+249+2.4%
32LRNSTRIDE INC$1.6M0.48%+14,307+427.2%
33ADBEADOBE INC$1.5M0.47%+4,611+285.3%
34APGAPI GROUP CORP$1.5M0.46%+36,674+19717.2%
35GSGOLDMAN SACHS GROUP INC$1.5M0.46%-1,086-38.3%
36GOOGLALPHABET INC$1.5M0.46%+1,138+28.4%
37WMTWALMART INC$1.5M0.45%+744+6.7%
38MCKMCKESSON CORP$1.5M0.45%+1,636+4090.0%
39LRCXLAM RESEARCH CORP$1.4M0.43%+1,920+41.0%
40CCITIGROUP INC$1.4M0.43%+12,210+8140.0%
41MAMASTERCARD INCORPORATED$1.4M0.42%+144+5.5%
42CASYCASEYS GEN STORES INC$1.3M0.41%+250+15.7%
43ACGLARCH CAP GROUP LTD$1.3M0.41%+365+2.7%
44VTIVANGUARD INDEX FDS$1.3M0.41%-907-18.0%
45IWFISHARES TR$1.3M0.40%+151+5.2%
46VIOVVANGUARD ADMIRAL FDS INC$1.3M0.40%HELD
47XOMEXXON MOBIL CORP$1.2M0.37%-27-0.4%
48CATCATERPILLAR INC$1.1M0.35%+269+20.4%
49JPMJPMORGAN CHASE & CO$1.1M0.34%+1,035+37.6%
50ORLYOREILLY AUTOMOTIVE INC$1.1M0.34%+994+9.1%
51HONHONEYWELL INTL INC$1.1M0.33%-243-4.9%
52DISDISNEY WALT CO$1.0M0.32%+3,026+39.4%
53PGPROCTER & GAMBLE CO$997K0.31%+605+9.6%
54QQQINEOS ETF TRUST$973K0.30%+19,583NEW
55EXPDEXPEDITORS INTL WASH INC$917K0.28%+569+9.8%
56CVXCHEVRON CORPORATION$913K0.28%+732+19.9%
57MSCIMSCI INC$888K0.27%+182+12.4%
58ROLROLLINS INC$830K0.26%+1,376+9.7%
59QUREQUANTA SVCS INC$827K0.25%+520+52.7%
60HIIHUNTINGTON INGALLS INDS INC$748K0.23%+663+50.7%
61UNHUNITEDHEALTH GROUP INC$719K0.22%+210+8.6%
62IJHISHARES TR$718K0.22%+160+1.5%
63AMDADVANCED MICRO DEVICES INC$706K0.22%+732+26.7%
64SPYINEOS ETF TRUST$689K0.21%+13,955NEW
65MCOMOODYS CORP$677K0.21%+137+9.7%
66IVVISHARES TR$673K0.21%+119+13.1%
67HCAHCA HEALTHCARE INC$658K0.20%+491+54.6%
68PLTRPALANTIR TECHNOLOGIES INC$651K0.20%+1,009+29.3%
69PLDPROLOGIS INC.$648K0.20%+1,659+51.2%
70HEFAISHARES TR$642K0.20%HELD
71VUGVANGUARD INDEX FDS$637K0.20%+283+24.1%
72PGRPROGRESSIVE CORP$637K0.20%+191+6.3%
73ACAARCOSA INC$632K0.19%+2,170+57.4%
74VOOVANGUARD INDEX FDS$628K0.19%+150+16.7%
75FASTFASTENAL CO$621K0.19%+1,713+14.7%
76CECELANESE CORP DEL$604K0.19%+4,578+99.4%
77AMATAPPLIED MATLS INC$604K0.19%+171+10.7%
78AXPAMERICAN EXPRESS CO$603K0.19%+583+41.3%
79DPZDOMINOS PIZZA INC$599K0.18%+206+14.1%
80VSECVSE CORP$597K0.18%+3,240NEW
81CRSCARPENTER TECHNOLOGY CORP$597K0.18%+1,514NEW
82NTLAINTELLIA THERAPEUTICS INC$594K0.18%+15,620+50.9%
83AMGNAMGEN INC$591K0.18%-525-23.8%
84CACICACI INTL INC$582K0.18%+420+64.5%
85BACBANK AMERICA CORP$581K0.18%+3,864+48.0%
86LNGCHENIERE ENERGY INC$574K0.18%+932+85.4%
87BIPBROOKFIELD INFRASTRUCTURE PA$573K0.18%+6,140+63.1%
88HDHOME DEPOT INC$568K0.18%+284+19.7%
89STRASTRATEGIC ED INC$552K0.17%+554+9.1%
90MPLXMPLX LP$552K0.17%+3,519+57.2%
91DEDEERE & CO$552K0.17%+329+50.5%
92CBRECBRE GROUP INC$548K0.17%+1,144+39.4%
93CORCENCORA INC$547K0.17%-51-2.8%
94VIRTVIRTU FINL INC$540K0.17%+5,854+91.1%
95PEPPEPSICO INC$537K0.17%-502-12.7%
96ULTAULTA BEAUTY INC$531K0.16%+305+42.9%
97IEMGISHARES INC$530K0.16%+1,666+28.1%
98SBUXSTARBUCKS CORP$528K0.16%+2,237+61.2%
99MPWRMONOLITHIC PWR SYS INC$526K0.16%+481NEW
100COSTCOSTCO WHOLESALE CORPORATION$523K0.16%-204-28.0%
101GEHCGE HEALTHCARE TECHNOLOGIES I$491K0.15%+2,533+58.0%
102SLYGSPDR SERIES TRUST$487K0.15%+8+0.2%
103SHOPSHOPIFY INC$485K0.15%+1,351+49.3%
104MMM3M CO$475K0.15%+1,243+61.4%
105LITELUMENTUM HLDGS INC$450K0.14%HELD
106IBMINTERNATIONAL BUSINESS MACHS$448K0.14%-107-5.5%
107NVRNVR INC$448K0.14%+3+4.6%
108IJRISHARES TR$442K0.14%+60+1.7%
109UBERUBER TECHNOLOGIES INC$435K0.13%+1,572+35.1%
110ICEINTERCONTINENTAL EXCHANGE IN$432K0.13%-738-21.2%
111IEFAISHARES TR$432K0.13%-1,996-29.5%
112VVVANGUARD INDEX FDS$429K0.13%-493-25.6%
113SOLVSOLVENTUM CORP$428K0.13%+2,150+48.7%
114SJMSMUCKER J M CO$414K0.13%+2,014+88.3%
115MNSTMONSTER BEVERAGE CORP NEW$410K0.13%-834-12.9%
116XYZBLOCK INC$399K0.12%+1,993+43.0%
117VTVVANGUARD INDEX FDS$394K0.12%+398+24.7%
118STZCONSTELLATION BRANDS INC$388K0.12%+991+62.1%
119CMCSACOMCAST CORP NEW$368K0.11%-809-5.9%
120MTDMETTLER TOLEDO INTERNATIONAL$353K0.11%-85-23.3%
121ABBVABBVIE INC$352K0.11%-88-5.2%
122CHDCHURCH & DWIGHT CO INC$345K0.11%-438-10.6%
123BRBROADRIDGE FINL SOLUTIONS IN$339K0.10%+557+36.4%
124JKHYHENRY JACK & ASSOC INC$319K0.10%-891-30.6%
125PAYXPAYCHEX INC$309K0.10%-1,138-25.3%
126TMOTHERMO FISHER SCIENTIFIC INC$307K0.09%-204-24.6%
127MCDMCDONALDS CORP$291K0.09%-160-14.6%
128JEPQJ P MORGAN EXCHANGE TRADED F$289K0.09%+4,700+923.4%
129MRSHMARSH & MCLENNAN COS INC$268K0.08%HELD
130CHKPCHECK POINT SOFTWARE TECH LT$266K0.08%-217-10.4%
131JNJJOHNSON & JOHNSON$258K0.08%-424-28.6%
132INTUINTUIT$256K0.08%-282-32.3%
133SESEA LTD$253K0.08%+1,055+52.8%
134VEAVANGUARD TAX-MANAGED FDS$250K0.08%+3,564+1039.1%
135IVEISHARES TR$247K0.08%+1,121+2287.8%
136AXONAXON ENTERPRISE INC$244K0.08%+184+47.1%
137TSCOTRACTOR SUPPLY CO$242K0.07%-2,058-27.8%
138NEENEXTERA ENERGY INC$231K0.07%-70-2.7%
139BSXBOSTON SCIENTIFIC CORP$231K0.07%-158-4.1%
140IWDISHARES TR$222K0.07%+650+167.1%
141ADPAUTOMATIC DATA PROCESSING IN$221K0.07%-203-15.7%
142DYNFBLACKROCK ETF TRUST$220K0.07%+3,772+23575.0%
143IVWISHARES TR$219K0.07%+1,605+489.3%
144GLGLOBE LIFE INC$209K0.06%+18+1.2%
145ELVELEVANCE HEALTH INC FORMERLY$206K0.06%+436+162.7%
146NVONOVO-NORDISK A S$202K0.06%-2,272-29.3%
147MBINMERCHANTS BANCORP IND$201K0.06%HELD
148MKCMCCORMICK & CO INC$200K0.06%-1,511-27.6%
149XLKSELECT SECTOR SPDR TR$196K0.06%-232-13.6%
150RSPINVESCO EXCHANGE TRADED FD T$188K0.06%-195-16.6%
151VGTVANGUARD WORLD FD$188K0.06%+2+0.7%
152TSMTAIWAN SEMICONDUCTOR MANUFAC$188K0.06%+225+68.0%
153EFVISHARES TR$184K0.06%+1,982+399.6%
154IUSBISHARES TR$181K0.06%+3,553+947.5%
155VONGVANGUARD SCOTTSDALE FDS$173K0.05%-24-1.5%
156BKNGBOOKING HOLDINGS INC$164K0.05%+7+21.9%
157NFLXNETFLIX INC.$157K0.05%-657-28.7%
158CSCOCISCO SYS INC$157K0.05%-904-30.9%
159AMPAMERIPRISE FINL INC$153K0.05%HELD
160BIVVANGUARD BD INDEX FDS$145K0.04%+1,857+6632.1%
161VXUSVANGUARD STAR FDS$142K0.04%-2,943-61.6%
162QUALISHARES TR$142K0.04%+439+146.8%
163WWDWOODWARD INC$139K0.04%+17+4.6%
164MDTMEDTRONIC PLC$135K0.04%-356-18.6%
165VGKVANGUARD INTL EQUITY INDEX F$135K0.04%HELD
166SCHWSCHWAB CHARLES CORP$134K0.04%+1,218+600.0%
167OEFISHARES TR$133K0.04%+396+1885.7%
168SCHBSCHWAB STRATEGIC TR$130K0.04%HELD
169FITBFIFTH THIRD BANCORP$127K0.04%-98-3.4%
170BRK/BBERKSHIRE HATHAWAY INC DEL$127K0.04%-16-5.7%
171MPCMARATHON PETE CORP$126K0.04%+45+9.6%
172IWMINEOS ETF TRUST$124K0.04%+2,622NEW
173AGGISHARES TR$124K0.04%+817+188.2%
174HYGISHARES TR$124K0.04%+20+1.3%
175MASMASCO CORP$123K0.04%+693+51.7%
176VBVANGUARD INDEX FDS$122K0.04%+170+57.2%
177SPYMSPDR SERIES TRUST$122K0.04%-1,605-50.2%
178VWOVANGUARD INTL EQUITY INDEX F$121K0.04%+2,032+986.4%
179KLACKLA CORP$121K0.04%-2-2.4%
180VOEVANGUARD INDEX FDS$116K0.04%+502+392.2%
181VONVVANGUARD SCOTTSDALE FDS$113K0.03%-516-29.9%
182JEPIJ P MORGAN EXCHANGE TRADED F$112K0.03%HELD
183GATXGATX CORP$111K0.03%-36-5.3%
184VBRVANGUARD INDEX FDS$111K0.03%+287+129.3%
185COHRCOHERENT CORP$110K0.03%-7,753-94.4%
186FLSFLOWSERVE CORP$109K0.03%HELD
187TIPISHARES TR$108K0.03%+362+58.4%
188BNDVANGUARD BD INDEX FDS$106K0.03%+309+27.2%
189SNASNAP ON INC$106K0.03%-5-1.7%
190CRMSALESFORCE INC$102K0.03%+18+3.4%
191IQVIQVIA HLDGS INC$102K0.03%+573+2387.5%
192FORMFORMFACTOR INC$102K0.03%HELD
193KOCOCA COLA CO$102K0.03%-364-21.4%
194XLFSELECT SECTOR SPDR TR$97K0.03%-444-18.4%
195CPRTCOPART INC$97K0.03%-1,285-30.5%
196SPXCSPX TECHNOLOGIES INC$97K0.03%HELD
197WABWABTEC$97K0.03%-1,990-83.7%
198EFAISHARES TR$95K0.03%+972+13885.7%
199WMT2WELLS FARGO & CO$95K0.03%-8-0.7%
200SOLSSOLSTICE ADVANCED MATLS INC$95K0.03%-119-8.8%
201COFCAPITAL ONE FINL CORP$94K0.03%-490-48.6%
202AEISADVANCED ENERGY INDS$93K0.03%HELD
203DSGXDESCARTES SYS GROUP INC$93K0.03%-1,043-44.6%
204INDYISHARES TR$91K0.03%HELD
205XLISELECT SECTOR SPDR TR$90K0.03%HELD
206DHID R HORTON INC$90K0.03%-87-11.8%
207MTUMISHARES TR$90K0.03%+325+677.1%
208ENTGENTEGRIS INC$88K0.03%+60+8.7%
209TQQQPROSHARES TR$88K0.03%+137+7.0%
210TLHISHARES TR$88K0.03%+843+3242.3%
211MOG/AMOOG INC$87K0.03%HELD
212XLCSELECT SECTOR SPDR TR$86K0.03%-209-21.3%
213UNPUNION PAC CORP$86K0.03%-73-17.1%
214BAIBLACKROCK ETF TRUST$84K0.03%+2,546NEW
215MTZMASTEC INC$83K0.03%-4,006-93.9%
216THROBLACKROCK ETF TRUST$81K0.02%+2,233NEW
217MGKVANGUARD WORLD FD$81K0.02%HELD
218AIRAAR CORP$81K0.02%HELD
219DRIDARDEN RESTAURANTS INC$79K0.02%-23-5.4%
220RJFRAYMOND JAMES FINL INC$79K0.02%-149-21.4%
221ISRGINTUITIVE SURGICAL INC$79K0.02%-31-15.3%
222OMFLINVESCO EXCH TRD SLF IDX FD$78K0.02%HELD
223ACNACCENTURE PLC IRELAND$78K0.02%-128-24.7%
224BSVVANGUARD BD INDEX FDS$76K0.02%+340+54.1%
225FLOTISHARES TR$75K0.02%+1,481NEW
226DOVDOVER CORP$75K0.02%-32-8.1%
227VSSVANGUARD INTL EQUITY INDEX F$75K0.02%-54-9.5%
228ALAIR LEASE CORP$75K0.02%HELD
229DELLDELL TECHNOLOGIES INC$74K0.02%-5,849-92.9%
230IWPISHARES TR$74K0.02%+574NEW
231CEFSPROTT ASSET MANAGEMENT LP$73K0.02%-1,683-52.5%
232RSGREPUBLIC SVCS INC$73K0.02%-79-19.2%
233RRYDER SYS INC$73K0.02%HELD
234SHYISHARES TR$73K0.02%HELD
235LMTLOCKHEED MARTIN CORP$72K0.02%+1+0.8%
236MSMORGAN STANLEY$71K0.02%-157-26.7%
237RTXRTX CORPORATION$70K0.02%-109-23.1%
238PLXSPLEXUS CORP$69K0.02%HELD
239LOWLOWES COS INC$67K0.02%+95+50.0%
240APUETRUST FOR PROFESSIONAL MANAG$67K0.02%+978+140.3%
241XLYSELECT SECTOR SPDR TR$67K0.02%-206-25.2%
242IAUISHARES GOLD TR$66K0.02%+749NEW
243SNPSSYNOPSYS INC$66K0.02%-44-21.0%
244PMPHILIP MORRIS INTL INC$65K0.02%-89-18.4%
245ASMLASML HLDG NV$65K0.02%-35-41.7%
246CLCOLGATE PALMOLIVE CO$64K0.02%-384-33.7%
247CAKECHEESECAKE FACTORY INC$64K0.02%-81-6.4%
248MGVVANGUARD WORLD FD$64K0.02%HELD
249SCHGSCHWAB STRATEGIC TR$63K0.02%-657-23.4%
250AROCARCHROCK INC$62K0.02%HELD
251BBJPJ P MORGAN EXCHANGE TRADED F$62K0.02%HELD
252SYKSTRYKER CORPORATION$61K0.02%-9-4.6%
253BDYNBLACKROCK ETF TRUST$59K0.02%HELD
254LINLINDE PLC$59K0.02%-36-23.2%
255CGMUCAPITAL GRP FIXED INCM ETF T$58K0.02%HELD
256IXUSISHARES TR$57K0.02%-377-36.3%
257PKGPACKAGING CORP AMER$57K0.02%-60-18.2%
258ENSENERSYS$57K0.02%HELD
259HLIHOULIHAN LOKEY INC$57K0.02%-136-25.7%
260HSYHERSHEY CO$56K0.02%-51-15.9%
261ETNEATON CORP PLC$55K0.02%-75-32.9%
262PANWPALO ALTO NETWORKS INC$54K0.02%+5+1.5%
263QCOMQUALCOMM INC$54K0.02%+209+100.5%
264CGDVCAPITAL GROUP DIVIDEND VALUE$53K0.02%-372-22.9%
265GEGE AEROSPACE$53K0.02%-23-11.0%
266WMBWILLIAMS COS INC$53K0.02%-161-18.2%
267SPMOINVESCO EXCH TRADED FD TR II$51K0.02%+139+43.6%
268PHPARKER-HANNIFIN CORP$50K0.02%-14-20.0%
269ABNBAIRBNB INC$48K0.01%+381NEW
270LHXL3HARRIS TECHNOLOGIES INC$47K0.01%+12+9.6%
271VTWOVANGUARD SCOTTSDALE FDS$47K0.01%-376-44.3%
272NVSNOVARTIS AG$47K0.01%-262-45.9%
273SPYGSPDR SERIES TRUST$47K0.01%-401-45.8%
274XLVSELECT SECTOR SPDR TR$46K0.01%-137-30.2%
275KEYKEYCORP$46K0.01%-392-14.5%
276MBBISHARES TR$45K0.01%+334+240.3%
277AZNASTRAZENECA PLC$44K0.01%+225NEW
278ADSKAUTODESK INC$44K0.01%+166+873.7%
279IWBISHARES TR$44K0.01%-145-53.9%
280APDAIR PRODUCTS AND CHEMICALS I$44K0.01%+133+738.9%
281CGUSCAPITAL GROUP CORE EQUITY ET$43K0.01%+25+2.3%
282ESGUISHARES TR$43K0.01%+130+74.7%
283SSBSOUTHSTATE BK CORP$43K0.01%HELD
284ITAISHARES TR$41K0.01%+188NEW
285LQDISHARES TR$41K0.01%-71-15.8%
286ANETARISTA NETWORKS INC$41K0.01%-7-2.1%
287INTCINTEL CORP$40K0.01%+152+20.2%
288IXNISHARES TR$40K0.01%+399NEW
289IAGGISHARES TR$40K0.01%+654+473.9%
290SYYSYSCO CORP$39K0.01%+26+5.0%
291NOWSERVICENOW INC$38K0.01%-98-21.1%
292APHAMPHENOL CORP$38K0.01%+60+24.8%
293APCBTRUST FOR PROFESSIONAL MANAG$38K0.01%+561+77.8%
294TRMKTRUSTMARK CORP$37K0.01%-290-24.7%
295EFGISHARES TR$37K0.01%+185+125.9%
296SFSTIFEL FINL CORP$37K0.01%+137+37.7%
297EMREMERSON ELEC CO$37K0.01%HELD
298VRTVERTIV HOLDINGS CO$37K0.01%+21+16.8%
299CRDOCREDO TECHNOLOGY GROUP HOLDI$36K0.01%-11,635-96.8%
300RCLROYAL CARIBBEAN GROUP$36K0.01%+10+8.2%
301VZVERIZON COMMUNICATIONS INC$36K0.01%-256-26.2%
302CGGECAPITAL GROUP GLOBAL EQUITY$36K0.01%HELD
303MRVLMARVELL TECHNOLOGY INC$36K0.01%+8+2.3%
304DFTTNORTHERN LIGHTS FD TR$36K0.01%+1,455NEW
305FCXFREEPORT MCMORAN INC$36K0.01%-997-62.2%
306FDSFACTSET RESH SYS INC$36K0.01%-50-23.4%
307ECLECOLAB INC$35K0.01%+95+256.8%
308EMEEMCOR GROUP INC$35K0.01%-1-2.1%
309OPKOPKO HEALTH INC$34K0.01%-30,000-50.0%
310UMBFUMB FINL CORP$34K0.01%-75-20.1%
311DXCMDEXCOM INC$34K0.01%+475+778.7%
312VFLOVICTORY PORTFOLIOS II$33K0.01%+198+30.6%
313VOTVANGUARD INDEX FDS$33K0.01%+60+87.0%
314NVTNVENT ELEC PLC$33K0.01%-160-36.4%
315MOALTRIA GROUP INC$33K0.01%+30+6.4%
316MCHPMICROCHIP TECHNOLOGY INC.$33K0.01%HELD
317OXYOCCIDENTAL PETE CORP$33K0.01%HELD
318DFAIDIMENSIONAL ETF TRUST$33K0.01%HELD
319EFSCENTERPRISE FINL SVCS CORP$32K0.01%-55-8.4%
320ZTSZOETIS INC$32K0.01%+267+6675.0%
321MDUMDU RES GROUP INC$32K0.01%-1,350-46.7%
322AVEMAMERICAN CENTY ETF TR$32K0.01%+98+33.1%
323XLESELECT SECTOR SPDR TR$31K0.01%-2,860-84.8%
324JMUBJ P MORGAN EXCHANGE TRADED F$31K0.01%+532+572.0%
325DUKDUKE ENERGY CORP NEW$31K0.01%-18-7.1%
326PSXPHILLIPS 66$31K0.01%HELD
327CGGRCAPITAL GROUP GROWTH ETF$31K0.01%+25+3.4%
328PSMTPRICESMART INC$30K0.01%-212-51.2%
329FFBC1ST FINL BANCORP$30K0.01%HELD
330BBVABANCO BILBAO VIZCAYA ARGENTA$30K0.01%-602-30.1%
331KMXCARMAX INC$30K0.01%+715+6500.0%
332CBCHUBB LTD SWITZ$30K0.01%-43-31.9%
333SHWSHERWIN WILLIAMS CO$30K0.01%HELD
334FRMEFIRST MERCHANTS CORP$30K0.01%HELD
335CWBSPDR SERIES TRUST$30K0.01%-115-26.1%
336GOVTISHARES TR$29K0.01%+314+32.4%
337APIETRUST FOR PROFESSIONAL MANAG$29K0.01%+474+136.6%
338AUSFGLOBAL X FDS$29K0.01%+598NEW
339BBCAJ P MORGAN EXCHANGE TRADED F$28K0.01%+14+4.9%
340REZIRESIDEO TECHNOLOGIES INC$28K0.01%HELD
341VCSHVANGUARD SCOTTSDALE FDS$28K0.01%HELD
342CBOECBOE GLOBAL MKTS INC$28K0.01%-15-13.0%
343SUSCISHARES TR$28K0.01%+1,213NEW
344PHMPULTE GROUP INC$28K0.01%-61-20.4%
345SONYSONY GROUP CORP$28K0.01%-262-16.3%
346EXIISHARES TR$28K0.01%+153NEW
347TXNTEXAS INSTRS INC$27K0.01%-231-62.3%
348CMECME GROUP INC$27K0.01%-26-22.0%
349SPLVINVESCO EXCH TRADED FD TR II$27K0.01%HELD
350CRHCRH PLC$27K0.01%-77-23.0%
351ABTABBOTT LABORATORIES$27K0.01%-105-28.5%
352ITOTISHARES TR$27K0.01%-165-46.5%
353POCTINNOVATOR ETFS TRUST$27K0.01%+627NEW
354UPBUPSTREAM BIO INC$27K0.01%+1,000+50.0%
355LCTUBLACKROCK ETF TRUST$27K0.01%+382NEW
356BGBUNGE GLOBAL SA$27K0.01%-744-78.0%
357DDWMWISDOMTREE TR$26K0.01%+596NEW
358HIGHARTFORD INSURANCE GROUP INC$26K0.01%-13-6.3%
359FALNISHARES TR$26K0.01%+979NEW
360USBUS BANCORP$26K0.01%HELD
361EAGGISHARES TR$26K0.01%+542NEW
362TMFCRBB FD INC$25K0.01%+380NEW
363FNFABRINET$25K0.01%-29-37.7%
364PFEPFIZER INC$24K0.01%+122+16.3%
365WDCWESTERN DIGITAL CORP$24K0.01%+27+42.9%
366ULUNILEVER PLC$24K0.01%-326-43.4%
367CGHMCAPITAL GRP FIXED INCM ETF T$24K0.01%HELD
368MUFGMITSUBISHI UFJ FINANCIAL GRO$24K0.01%+264+22.7%
369SANBANCO SANTANDER SA$24K0.01%-498-19.0%
370CGGOCAPITAL GROUP GBL GROWTH EQT$24K0.01%HELD
371SNYSANOFI SA$23K0.01%-1,458-75.0%
372MUBISHARES TR$23K0.01%+97+78.9%
373IWOISHARES TR$23K0.01%+74NEW
374CWCURTISS WRIGHT CORP$23K0.01%-5-12.8%
375BBAXJ P MORGAN EXCHANGE TRADED F$23K0.01%HELD
376IWMISHARES TR$23K0.01%+45+95.7%
377SOSOUTHERN CO$23K0.01%-53-18.3%
378BINCBLACKROCK ETF TRUST II$23K0.01%+385+726.4%
379MTHMERITAGE HOMES CORP$23K0.01%HELD
380MARMARRIOTT INTL INC NEW$23K0.01%HELD
381LPLALPL FINL HLDGS INC$23K0.01%HELD
382ITMVANECK ETF TRUST$22K0.01%HELD
383OPENOPENDOOR TECHNOLOGIES INC$22K0.01%+2,000+71.7%
384BABINVESCO EXCH TRADED FD TR II$22K0.01%HELD
385SMFGSUMITOMO MITSUI FIN GRP INC$22K0.01%-493-30.9%
386NEMNEWMONT CORP$22K0.01%+53+35.8%
387TDTORONTO DOMINION BK ONT$21K0.01%-141-38.4%
388TERTERADYNE INC$21K0.01%+24+51.1%
389GFIGOLD FIELDS LTD$21K0.01%-275-37.6%
390XLRESELECT SECTOR SPDR TR$21K0.01%HELD
391PCTPURECYCLE TECHNOLOGIES INC$20K0.01%HELD
392DFSDDIMENSIONAL ETF TRUST$20K0.01%HELD
393SPGIS&P GLOBAL INC$20K0.01%HELD
394SHYGISHARES TR$20K0.01%+399+505.1%
395AITAPPLIED INDL TECHNOLOGIES IN-2,206EXITED
396IRMIRON MTN INC DEL-4,189EXITED
397PRMBPRIMO BRANDS CORPORATION-10,799EXITED
398NFGNATIONAL FUEL GAS CO-1,065EXITED
399TAKTAKEDA PHARMACEUTICAL CO LTD-4,308EXITED
400TTEKTETRA TECH INC NEW-1,950EXITED
401XHLFBONDBLOXX ETF TRUST-1,277EXITED
402XONEBONDBLOXX ETF TRUST-1,108EXITED
403AZNNASTRAZENECA PLC-587EXITED
404VGSHVANGUARD SCOTTSDALE FDS-896EXITED
405USIGISHARES TR-1,003EXITED
406BNDXVANGUARD CHARLOTTE FDS-910EXITED
407EMBISHARES TR-407EXITED
408TMTOYOTA MOTOR CORP-179EXITED
409JNKSPDR SERIES TRUST-394EXITED
410JAAAJANUS DETROIT STR TR-743EXITED
411VCLTVANGUARD SCOTTSDALE FDS-482EXITED
412MOSMOSAIC CO NEW-1,489EXITED
413TOPWROUNDHILL ETF TRUST-822EXITED
414SAPSAP SE-140EXITED
415WDAYWORKDAY INC-156EXITED
416TLTISHARES TR-383EXITED
417AONAON PLC-92EXITED
418USHYISHARES TR-845EXITED
419SPTMSPDR SERIES TRUST-374EXITED
420ECGEVERUS CONSTR GROUP-344EXITED
421GGENPACT LIMITED-610EXITED
422LDURPIMCO ETF TR-296EXITED
423VCITVANGUARD SCOTTSDALE FDS-334EXITED
424BLKBLACKROCK INC-26EXITED
425GOOWROUNDHILL ETF TRUST-387EXITED
426TELTE CONNECTIVITY PLC-120EXITED
427FICOFAIR ISAAC CORP-16EXITED
428ARCOARCOS DORADOS HOLDINGS INC-3,528EXITED
429XLUSELECT SECTOR SPDR TR-602EXITED
430GDGENERAL DYNAMICS CORP-76EXITED
431FBINFORTUNE BRANDS INNOVATIONS I-511EXITED
432RYROYAL BK CDA-149EXITED
433JCIJOHNSON CTLS INTL PLC-212EXITED
434ALLEALLEGION PLC-159EXITED
435DASHDOORDASH INC-111EXITED
436SGOVISHARES TR-250EXITED
437FISFIDELITY NATL INFORMATION SV-371EXITED
438PYLDPIMCO ETF TR-914EXITED
439TTWOTAKE-TWO INTERACTIVE SOFTWAR-95EXITED
440RGAREINSURANCE GRP OF AMERICA I-118EXITED
441JHGJANUS HENDERSON GROUP PLC-496EXITED
442PYPLPAYPAL HLDGS INC-399EXITED
443NGGNATIONAL GRID PLC-298EXITED
444CITHE CIGNA GROUP-82EXITED
445CPACOPA HOLDINGS SA-187EXITED
446FOXAFOX CORP-307EXITED
447INGING GROEP N.V.-798EXITED
448ROEEA SERIES TRUST-629EXITED
449VGITVANGUARD SCOTTSDALE FDS-370EXITED
450RPRXROYALTY PHARMA PLC-567EXITED
451CLSCELESTICA INC-74EXITED
452PLTWROUNDHILL ETF TRUST-569EXITED
453RNRRENAISSANCERE HLDGS LTD-74EXITED
454NVDWROUNDHILL ETF TRUST-496EXITED
455LHLABCORP HOLDINGS INC-82EXITED
456HOODROBINHOOD MKTS INC-181EXITED
457RXRXRECURSION PHARMACEUTICALS IN-5,000EXITED
458XLPSELECT SECTOR SPDR TR-263EXITED
459KIESPDR SERIES TRUST-339EXITED
460DLSWISDOMTREE TR-244EXITED
461CGMMCAPITAL GROUP EQUITY ETF TR-677EXITED
462NMAXNEWSMAX INC-2,525EXITED
463SHELSHELL PLC-255EXITED
464MEDPMEDPACE HLDGS INC-33EXITED
465COPCONOCOPHILLIPS-197EXITED
466ALLALLSTATE CORP-88EXITED
467XMHQINVESCO EXCHANGE TRADED FD T-177EXITED
468AFLAFLAC INC-164EXITED
469AMDWROUNDHILL ETF TRUST-358EXITED
470AIZASSURANT INC-75EXITED
471AVGWROUNDHILL ETF TRUST-377EXITED
472BXBLACKSTONE INC-116EXITED
473CVSCVS HEALTH CORP-225EXITED
474UBSUBS GROUP AG-382EXITED
475NKENIKE INC-276EXITED
476PNRPENTAIR PLC-168EXITED
477CRWDCROWDSTRIKE HLDGS INC-37EXITED
478ENSGENSIGN GROUP INC-99EXITED
479UHSUNIVERSAL HLTH SVCS INC-79EXITED
480CSXCSX CORP-473EXITED
481SLQDISHARES TR-333EXITED
482WTFCWINTRUST FINL CORP-119EXITED
483IYWISHARES TR-82EXITED
484RYAAYRYANAIR HOLDINGS PLC-225EXITED
485LDOSLEIDOS HOLDINGS INC-90EXITED
486DHRDANAHER CORPORATION-70EXITED
487IGMISHARES TR-124EXITED
488STRLSTERLING INFRASTRUCTURE INC-52EXITED
489TSLWROUNDHILL ETF TRUST-477EXITED
490OGNORGANON & CO-2,194EXITED
491PSNPARSONS CORP DEL-252EXITED
492KRKROGER CO-249EXITED
493VEUVANGUARD INTL EQUITY INDEX F-211EXITED
494AYIACUITY INC-43EXITED
495TAT&T INC-622EXITED
496VIPSVIPSHOP HLDGS LTD-873EXITED
497AXILAXIL BRANDS INC-2,222EXITED
498USTBVICTORY PORTFOLIOS II-300EXITED
499IBDWISHARES TR-717EXITED
500FLQMFRANKLIN TEMPLETON ETF TR-266EXITED

Source: SEC EDGAR · accession 0002134013-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.