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Arayüz dili
Yönetici kaydı

Stifel Financial Corp

St. Louis, MO · CIK 720672 · EDGAR dosyaları ↗

Q2 2026 Q1 2026 Q4 2025 Fark ⇄
$120.21BRaporlanan 13F değeri
8,946Pozisyonlar
16.5%İlk 10 ağırlığı
183.80Etkin varlık pozisyonları
4.6%Tahmini devir oranı
+182Yeni
−111Çıkışlar

Raporlanan 13F portföy değeri yalnızca ABD'de raporlanabilir uzun pozisyonları kapsar — nakit, tahvil, kısa pozisyonlar veya ABD dışı varlıklar dahil değildir. Yönetim altındaki varlıklar değildir.

Çeyreğe göre raporlanan değer Q4 2025 → Q2 2026
Sektör maruziyeti
Finansal Hizmetler 38.6% (+0.4pp)
Teknoloji 21.2% (+2.3pp)
Sanayi 10.2% (+0.0pp)
Sağlık 7.6% (-0.4pp)
Döngüsel Tüketim 5.9% (-0.2pp)
Savunmacı Tüketim 5.1% (-0.6pp)
İletişim Hizmetleri 4.5% (-0.1pp)
Enerji 2.8% (-0.8pp)
Temel Malzemeler 1.6% (-0.5pp)
Kamu hizmetleri 1.3% (-0.1pp)
Gayrimenkul 1.2% (+0.0pp)

Raporlanan adi özkaynak değerinin payı; bir önceki çeyreğe göre (±pp).

Portföy · Q2 2026
#Menkul kıymetAğırlıkDeğerHisselerΔ hisselerTutulan
1 AAPL Apple Inc. 2.7% $1.82B 6.29M -0.3% ▼ Trim 3+
2 NVDA NVIDIA Corporation 2.8% $1.79B 8.93M -0.3% ▼ Trim 3+
3 MSFT Microsoft Corporation 2.0% $1.47B 3.93M -3.5% ▼ Trim 3+
4 NVDA NVIDIA Corporation 2.8% $1.43B 7.14M -0.3% ▼ Trim 3+
5 AMZN Amazon.com, Inc. 1.7% $1.33B 5.60M +2.2% ▲ Add 3+
6 GOOGL Alphabet Inc. 1.7% $1.33B 3.72M -1.8% ▼ Trim 3+
7 AAPL Apple Inc. 2.7% $1.25B 4.31M -0.3% ▼ Trim 3+
8 IVW iShares S&P 500 Growth ETF 0.9% $1.11B 8.06M +12.1% ▲ Add 3+
9 VOO Vanguard S&P 500 ETF 1.0% $1.09B 1.59M +5.4% ▲ Add 3+
10 AVGO Broadcom Inc. 1.4% $1.07B 2.85M +0.4% ▲ Add 3+
11 SPY State Street SPDR S&P 500… 1.0% $1.05B 1.41M -2.7% ▼ Trim 3+
12 IEFA iShares Core MSCI EAFE ETF 0.9% $990.99M 10.26M -7.8% ▼ Trim 3+
13 CSCO Cisco Systems, Inc. 1.2% $913.72M 7.78M -5.8% ▼ Trim 3+
14 JPM JPMorgan Chase & Co. 1.1% $807.74M 2.47M +0.4% ▲ Add 3+
15 IVE iShares S&P 500 Value ETF 0.7% $797.69M 3.51M +9.4% ▲ Add 3+
16 JNJ Johnson & Johnson 0.9% $721.77M 2.84M -0.8% ▼ Trim 3+
17 QQQ Invesco QQQ Trust, Series 1 0.6% $715.78M 971.84K -2.8% ▼ Trim 3+
18 MRK Merck & Co., Inc. 0.9% $686.24M 5.34M -1.5% ▼ Trim 3+
19 V Visa Inc. 0.9% $653.54M 1.90M -3.2% ▼ Trim 3+
20 MSFT Microsoft Corporation 2.0% $643.64M 1.73M -3.5% ▼ Trim 3+
21 GOOG Alphabet Inc. 1.0% $640.14M 1.81M +1.7% ▲ Add 3+
22 IVV iShares Core S&P 500 ETF 0.6% $638.89M 853.08K +25.6% ▲ Add 3+
23 ABBV AbbVie Inc. 0.8% $610.96M 2.43M -2.9% ▼ Trim 3+
24 IBM International Business… 0.6% $582.12M 2.07M +2.2% ▲ Add 3+
25 AMZN Amazon.com, Inc. 1.7% $580.24M 2.43M +2.2% ▲ Add 3+
26 AVGO Broadcom Inc. 1.4% $580.14M 1.54M +0.4% ▲ Add 3+
27 GOOGL Alphabet Inc. 1.7% $560.05M 1.57M -1.8% ▼ Trim 3+
28 AGG iShares Core U.S. Aggregate… 0.6% $547.95M 5.54M +0.3% ▲ Add 3+
29 HD The Home Depot, Inc. 0.8% $534.18M 1.51M +2.7% ▲ Add 3+
30 GOOG Alphabet Inc. 1.0% $531.75M 1.50M +1.7% ▲ Add 3+
31 LLY Eli Lilly and Company 0.8% $520.90M 434.19K +1.0% ▲ Add 3+
32 TXN Texas Instruments… 0.7% $515.79M 1.73M -9.6% ▼ Trim 3+
33 META Meta Platforms, Inc. 0.6% $508.94M 903.39K -11.4% ▼ Trim 3+
34 PEP PepsiCo, Inc. 0.7% $497.97M 3.68M -1.6% ▼ Trim 3+
35 GLW Corning Inc 0.6% $483.50M 1.89M -3.2% ▼ Trim 3+
36 VMBS Vanguard Mortgage-Backed… 0.4% $475.99M 10.17M +17.5% ▲ Add 3+
37 BIL State Street SPDR Bloomberg… 0.4% $472.31M 5.15M +12.0% ▲ Add 3+
38 IWF iShares Russell 1000 Growth… 0.5% $446.63M 3.60M -7.8% ▼ Trim 3+
39 IEMG iShares Core MSCI Emerging… 0.4% $446.12M 5.39M +15.9% ▲ Add 3+
40 AMGN Amgen Inc. 0.5% $436.27M 1.20M -0.4% ▼ Trim 3+
41 PANW Palo Alto Networks, Inc. 0.6% $435.76M 1.28M -2.7% ▼ Trim 3+
42 COST Costco Wholesale Corporation 0.5% $433.60M 463.34K -1.0% ▼ Trim 3+
43 CAT Caterpillar Inc. 0.5% $432.96M 406.53K +2.4% ▲ Add 3+
44 PG The Procter & Gamble Company 0.6% $425.75M 2.90M +0.8% ▲ Add 3+
45 USIG iShares Broad USD… 0.4% $422.24M 8.23M +16.4% ▲ Add 3+
46 CVX Chevron Corporation 0.4% $414.60M 2.50M -1.0% ▼ Trim 3+
47 LMT Lockheed Martin Corporation 0.5% $412.20M 808.97K -2.5% ▼ Trim 3+
48 KO The Coca-Cola Company 0.5% $409.01M 5.03M -3.0% ▼ Trim 3+
49 JPM JPMorgan Chase & Co. 1.1% $406.65M 1.24M +0.4% ▲ Add 3+
50 AMAT Applied Materials, Inc. 0.4% $398.28M 550.79K -3.6% ▼ Trim 3+
51 TSM Taiwan Semiconductor… 0.5% $393.48M 823.88K +6.2% ▲ Add 3+
52 LLY Eli Lilly and Company 0.8% $392.04M 326.86K +1.0% ▲ Add 3+
53 APH Amphenol Corporation 0.6% $374.58M 2.12M +1.5% ▲ Add 3+
54 VEA Vanguard FTSE Developed… 0.5% $366.83M 5.15M +3.7% ▲ Add 3+
55 CSCO Cisco Systems, Inc. 1.2% $363.48M 3.09M -5.8% ▼ Trim 3+
56 MRVL Marvell Technology, Inc. 0.3% $347.43M 1.17M -34.0% ▼ Trim 3+
57 VTV Vanguard Morningstar Value… 0.3% $345.65M 1.59M +7.5% ▲ Add 3+
58 XONA.DE Exxon Mobil Corporation 0.3% $338.40M 2.48M -29.0% ▼ Trim 3+
59 GEV GE Vernova Inc. 0.3% $327.85M 279.04K +5.0% ▲ Add 3+
60 RTX RTX Corporation 0.3% $326.73M 1.72M +3.8% ▲ Add 3+
61 CGDV Capital Group Dividend… 0.3% $320.44M 6.50M +6.6% ▲ Add 3+
62 MDT Medtronic plc 0.4% $318.61M 4.07M +5.3% ▲ Add 3+
63 VUG Vanguard Morningstar Growth… 0.3% $318.35M 3.70M +1.7% ▲ Add 3+
64 ETN Eaton Corporation plc 0.5% $314.75M 738.57K -1.4% ▼ Trim 3+
65 MS Morgan Stanley 0.3% $309.82M 1.48M +0.9% ▲ Add 3+
66 BRK-B Berkshire Hathaway Inc. 0.3% $309.47M 618.45K -9.0% ▼ Trim 3+
67 IWD iShares Russell 1000 Value… 0.4% $309.41M 1.28M +24.3% ▲ Add 3+
68 ASML ASML Holding N.V. 0.4% $306.59M 154.10K -14.1% ▼ Trim 3+
69 MU Micron Technology, Inc. 0.3% $302.73M 262.22K +18.2% ▲ Add 3+
70 VZ Verizon Communications Inc. 0.3% $296.50M 7.00M +3.5% ▲ Add 3+
71 XLK State Street Technology… 0.3% $285.04M 1.50M +5.8% ▲ Add 3+
72 MBB iShares MBS ETF 0.3% $277.66M 2.94M +0.9% ▲ Add 3+
73 ETN Eaton Corporation plc 0.5% $274.15M 643.37K -1.4% ▼ Trim 3+
74 WMB The Williams Companies, Inc. 0.2% $273.29M 3.68M +3.5% ▲ Add 3+
75 UNP Union Pacific Corporation 0.5% $272.40M 1.00M -2.6% ▼ Trim 3+
76 NFLX Netflix, Inc. 0.3% $271.66M 3.80M +11.2% ▲ Add 3+
77 SF Stifel Financial Corp 0.2% $270.38M 3.88M +3.0% ▲ Add 3+
78 WMT Walmart Inc. 0.3% $268.97M 2.37M -2.1% ▼ Trim 3+
79 PANW Palo Alto Networks, Inc. 0.6% $268.77M 788.12K -2.7% ▼ Trim 3+
80 MCD McDonald's Corporation 0.3% $268.67M 993.77K +4.8% ▲ Add 3+
81 EQAL INVESCO EXCH TRADED FD TR II 0.2% $265.91M 4.49M -0.3% ▼ Trim 3+
82 GE GE Aerospace 0.3% $260.18M 696.17K +35.8% ▲ Add 3+
83 VTWO Vanguard Russell 2000 ETF 0.2% $257.39M 2.12M +53.4% ▲ Add 3+
84 TXN Texas Instruments… 0.7% $254.46M 853.71K -9.6% ▼ Trim 3+
85 C Citigroup Inc. 0.2% $252.76M 1.81M +4.0% ▲ Add 3+
86 MA Mastercard Incorporated 0.3% $252.59M 491.70K -4.5% ▼ Trim 3+
87 TGT Target Corporation 0.2% $251.86M 1.93M +1.5% ▲ Add 3+
88 UBER Uber Technologies, Inc. 0.2% $250.36M 3.47M +37.2% ▲ Add 3+
89 WM Waste Management, Inc. 0.4% $248.73M 1.12M -5.8% ▼ Trim 3+
90 AMD Advanced Micro Devices, Inc. 0.2% $248.54M 427.84K +2.3% ▲ Add 3+
91 PEP PepsiCo, Inc. 0.7% $247.54M 1.83M -1.6% ▼ Trim 3+
92 IEI iShares 3-7 Year Treasury… 0.2% $242.00M 2.06M -10.7% ▼ Trim 3+
93 BX Blackstone Inc. 0.2% $239.51M 2.04M +14.3% ▲ Add 3+
94 VGT Vanguard Information… 0.3% $238.44M 1.99M -0.9% ▼ Trim 3+
95 ADP Automatic Data Processing… 0.4% $238.27M 1.06M +6.4% ▲ Add 3+
96 PM Philip Morris International… 0.2% $237.04M 1.31M +4.5% ▲ Add 3+
97 CMI Cummins Inc. 0.4% $234.60M 328.93K -29.4% ▼ Trim 3+
98 GWW W.W. Grainger, Inc. 0.4% $234.04M 172.01K -5.9% ▼ Trim 3+
99 TSLA Tesla, Inc. 0.3% $232.09M 551.81K -0.3% ▼ Trim 3+
100 MET MetLife, Inc. 0.2% $230.77M 2.73M +2.8% ▲ Add 3+
101 SPDW State Street SPDR Portfolio… 0.2% $229.72M 4.56M -11.2% ▼ Trim 3+
102 MRK Merck & Co., Inc. 0.9% $227.51M 1.77M -1.5% ▼ Trim 3+
103 JNJ Johnson & Johnson 0.9% $225.64M 888.44K -0.8% ▼ Trim 3+
104 ACN Accenture plc 0.3% $220.42M 1.77M +28.1% ▲ Add 3+
105 MSFT Microsoft Corporation 2.0% $219.57M 588.62K -3.5% ▼ Trim 3+
106 V Visa Inc. 0.9% $219.09M 638.58K -3.2% ▼ Trim 3+
107 PFE Pfizer Inc. 0.2% $218.65M 9.08M +2.2% ▲ Add 3+
108 CRWD CrowdStrike Holdings, Inc. 0.2% $215.67M 282.61K -4.5% ▼ Trim 3+
109 GS The Goldman Sachs Group… 0.3% $215.39M 212.90K +1.9% ▲ Add 3+
110 DE Deere & Company 0.2% $215.16M 339.12K +4.1% ▲ Add 3+
111 LRCX Lam Research Corporation 0.3% $214.84M 495.75K +4.8% ▲ Add 3+
112 APH Amphenol Corporation 0.6% $214.71M 1.22M +1.5% ▲ Add 3+
113 RDVY First Trust Rising Dividend… 0.2% $214.68M 2.65M +4.8% ▲ Add 3+
114 PWR Quanta Services, Inc. 0.2% $214.06M 297.26K +1.6% ▲ Add 3+
115 DGRO iShares Core Dividend… 0.2% $212.86M 2.81M +3.5% ▲ Add 3+
116 ABT Abbott Laboratories 0.3% $211.87M 2.33M -1.8% ▼ Trim 3+
117 VIG Vanguard Dividend… 0.2% $211.66M 894.46K +1.1% ▲ Add 3+
118 VB Vanguard Morningstar… 0.3% $211.09M 696.37K +1.1% ▲ Add 3+
119 GLD SPDR Gold Shares 0.2% $210.77M 572.17K -2.4% ▼ Trim 3+
120 CL Colgate-Palmolive Company 0.4% $210.71M 2.30M -5.4% ▼ Trim 3+
121 SPYG State Street SPDR Portfolio… 0.2% $210.42M 1.77M -0.6% ▼ Trim 3+
122 CL Colgate-Palmolive Company 0.4% $208.67M 2.28M -5.4% ▼ Trim 3+
123 VWO Vanguard FTSE Emerging… 0.3% $207.52M 3.48M -13.5% ▼ Trim 3+
124 GWW W.W. Grainger, Inc. 0.4% $205.02M 150.71K -5.9% ▼ Trim 3+
125 CHD Church & Dwight Co., Inc. 0.3% $203.81M 2.10M -4.1% ▼ Trim 3+
126 UPS United Parcel Service, Inc. 0.2% $200.48M 1.86M -12.6% ▼ Trim 3+
127 TMO Thermo Fisher Scientific… 0.3% $200.30M 399.46K -2.4% ▼ Trim 3+
128 COST Costco Wholesale Corporation 0.5% $198.75M 212.47K -1.0% ▼ Trim 3+
129 TJX The TJX Companies, Inc. 0.4% $197.86M 1.31M -1.0% ▼ Trim 3+
130 KO The Coca-Cola Company 0.5% $197.50M 2.43M -3.0% ▼ Trim 3+
131 PAYX Paychex, Inc. 0.2% $197.40M 2.01M +10.8% ▲ Add 3+
132 PLD Prologis, Inc. 0.2% $196.48M 1.45M +4.2% ▲ Add 3+
133 WFC Wells Fargo & Company 0.2% $194.44M 2.35M +1.0% ▲ Add 3+
134 EMXC iShares MSCI Emerging… 0.2% $194.16M 1.90M +26.8% ▲ Add 3+
135 HYG iShares iBoxx $ High Yield… 0.2% $193.69M 2.42M +7.3% ▲ Add 3+
136 ITW Illinois Tool Works Inc. 0.3% $193.67M 715.99K -4.0% ▼ Trim 3+
137 VTI Vanguard Morningstar Total… 0.2% $192.44M 520.05K +1.6% ▲ Add 3+
138 ADI Analog Devices, Inc. 0.3% $192.18M 483.79K -5.3% ▼ Trim 3+
139 V Visa Inc. 0.9% $191.51M 558.18K -3.2% ▼ Trim 3+
140 CSCO Cisco Systems, Inc. 1.2% $190.79M 1.62M -5.8% ▼ Trim 3+
141 SPYV State Street SPDR Portfolio… 0.2% $190.57M 3.13M +18.1% ▲ Add 3+
142 HD The Home Depot, Inc. 0.8% $189.53M 537.41K +2.7% ▲ Add 3+
143 MRSH Marsh & McLennan Companies… 0.3% $189.07M 1.13M -4.1% ▼ Trim 3+
144 WM Waste Management, Inc. 0.4% $188.91M 847.57K -5.8% ▼ Trim 3+
145 UNP Union Pacific Corporation 0.5% $188.88M 694.43K -2.6% ▼ Trim 3+
146 DYNF iShares U.S. Equity Factor… 0.2% $186.15M 2.74M +12.6% ▲ Add 3+
147 RSP Invesco S&P 500 Equal… 0.2% $184.02M 864.85K 0.0% ▲ Add 3+
148 ITW Illinois Tool Works Inc. 0.3% $182.42M 674.46K -4.0% ▼ Trim 3+
149 CHD Church & Dwight Co., Inc. 0.3% $180.93M 1.87M -4.1% ▼ Trim 3+
150 CAT Caterpillar Inc. 0.5% $180.59M 169.58K +2.4% ▲ Add 3+
151 AXP American Express Company 0.2% $180.00M 532.07K +11.2% ▲ Add 3+
152 BA The Boeing Company 0.2% $178.99M 826.85K -5.3% ▼ Trim 3+
153 TBIL F/m US Treasury 3 Month… 0.1% $177.06M 3.55M +48.9% ▲ Add 3+
154 VYM Vanguard High Dividend… 0.2% $176.21M 1.12M +1.1% ▲ Add 3+
155 DELL Dell Technologies Inc. 0.2% $175.56M 406.87K -43.3% ▼ Trim 3+
156 CB Chubb Limited 0.2% $175.45M 514.86K +6.4% ▲ Add 3+
157 ABBV AbbVie Inc. 0.8% $175.32M 696.72K -2.9% ▼ Trim 3+
158 IUSB iShares Core Universal USD… 0.1% $174.36M 3.78M +32.6% ▲ Add 3+
159 LMT Lockheed Martin Corporation 0.5% $173.90M 341.35K -2.5% ▼ Trim 3+
160 CMI Cummins Inc. 0.4% $173.50M 243.27K -29.4% ▼ Trim 3+
161 LIN Linde plc 0.2% $173.04M 333.39K -1.2% ▼ Trim 3+
162 MRSH Marsh & McLennan Companies… 0.3% $170.61M 1.02M -4.1% ▼ Trim 3+
163 RSG Republic Services, Inc. 0.3% $168.75M 791.93K -5.6% ▼ Trim 3+
164 ADP Automatic Data Processing… 0.4% $167.89M 749.68K +6.4% ▲ Add 3+
165 GLW Corning Inc 0.6% $166.98M 653.71K -3.2% ▼ Trim 3+
166 IEF iShares 7-10 Year Treasury… 0.1% $166.71M 1.76M +18.1% ▲ Add 3+
167 VEU Vanguard FTSE All-World… 0.3% $166.16M 1.98M +1.2% ▲ Add 3+
168 META Meta Platforms, Inc. 0.6% $166.02M 294.74K -11.4% ▼ Trim 3+
169 HD The Home Depot, Inc. 0.8% $163.70M 464.16K +2.7% ▲ Add 3+
170 JNJ Johnson & Johnson 0.9% $163.32M 643.08K -0.8% ▼ Trim 3+
171 SCHR Schwab Intermediate-Term… 0.1% $162.69M 6.60M -12.5% ▼ Trim 3+
172 IGSB iShares 1-5 Year Investment… 0.1% $161.47M 3.08M -20.7% ▼ Trim 3+
173 TJX The TJX Companies, Inc. 0.4% $161.40M 1.07M -1.0% ▼ Trim 3+
174 SLB Slb N.V. 0.2% $161.13M 3.47M +9.9% ▲ Add 3+
175 NOW ServiceNow, Inc. 0.2% $160.81M 1.62M +12.2% ▲ Add 3+
176 PG The Procter & Gamble Company 0.6% $160.66M 1.10M +0.8% ▲ Add 3+
177 VONE Vanguard Russell 1000 ETF 0.1% $160.34M 473.36K +6.3% ▲ Add 3+
178 CTAS Cintas Corporation 0.2% $157.56M 926.39K -2.9% ▼ Trim 3+
179 SDVY First Trust SMID Cap Rising… 0.1% $156.96M 3.64M +0.1% ▲ Add 3+
180 ITOT iShares Core S&P Total U.S.… 0.2% $156.75M 954.21K +3.4% ▲ Add 3+
181 IJH iShares Core S&P Mid-Cap ETF 0.2% $156.48M 2.03M -0.8% ▼ Trim 3+
182 MSI Motorola Solutions, Inc. 0.2% $156.08M 375.82K -2.4% ▼ Trim 3+
183 JEPI JPMorgan Equity Premium… 0.1% $154.31M 2.73M -1.6% ▼ Trim 3+
184 TLH iShares 10-20 Year Treasury… 0.1% $153.79M 1.53M +19.0% ▲ Add 3+
185 UNH UnitedHealth Group… 0.2% $150.55M 362.17K +0.7% ▲ Add 3+
186 TLT iShares 20+ Year Treasury… 0.2% $150.47M 1.74M +1.3% ▲ Add 3+
187 VOT Vanguard Morningstar… 0.1% $149.59M 488.35K +1.1% ▲ Add 3+
188 VGT Vanguard Information… 0.3% $148.53M 1.24M -0.9% ▼ Trim 3+
189 GLDM SPDR Gold MiniShares Trust 0.1% $148.20M 1.87M +30.8% ▲ Add 3+
190 HONA Honeywell Aerospace Inc 0.2% $147.80M 668.54K Yeni New 1
191 BHVN Biohaven Ltd. 0.1% $147.69M 9.93M 0.0% ▲ Add 3+
192 FERG Ferguson plc 0.2% $147.63M 622.05K -5.4% ▼ Trim 3+
193 AEP American Electric Power… 0.1% $147.28M 1.08M +11.1% ▲ Add 3+
194 HON Honeywell International Inc. 0.2% $147.25M 657.65K +0.7% ▲ Add 3+
195 IAU iShares Gold Trust 0.1% $146.85M 1.94M +0.1% ▲ Add 3+
196 MDT Medtronic plc 0.4% $146.76M 1.88M +5.3% ▲ Add 3+
197 TSM Taiwan Semiconductor… 0.5% $146.64M 307.06K +6.2% ▲ Add 3+
198 IBM International Business… 0.6% $145.82M 518.53K +2.2% ▲ Add 3+
199 MCO Moody's Corporation 0.2% $145.66M 321.60K -6.3% ▼ Trim 3+
200 BAC Bank of America Corporation 0.2% $144.58M 2.54M -4.9% ▼ Trim 3+
201 YUM Yum! Brands, Inc. 0.2% $144.58M 904.43K -4.2% ▼ Trim 3+
202 RSG Republic Services, Inc. 0.3% $144.42M 677.78K -5.6% ▼ Trim 3+
203 STX Seagate Technology Holdings… 0.1% $143.92M 149.14K +15.4% ▲ Add 3+
204 USB U.S. Bancorp 0.2% $141.86M 2.35M -2.4% ▼ Trim 3+
205 FERG Ferguson plc 0.2% $138.22M 582.40K -5.4% ▼ Trim 3+
206 ANET Arista Networks, Inc. 0.1% $137.65M 810.27K +4.7% ▲ Add 3+
207 WEC WEC Energy Group, Inc. 0.1% $137.23M 1.18M +0.8% ▲ Add 3+
208 VB Vanguard Morningstar… 0.3% $137.21M 452.66K +1.1% ▲ Add 3+
209 ENB Enbridge Inc. 0.1% $136.57M 2.52M -1.5% ▼ Trim 3+
210 CGGR Capital Group Growth ETF 0.1% $136.28M 2.89M +19.6% ▲ Add 3+
211 IJR iShares Core S&P Small-Cap… 0.1% $136.02M 917.10K -36.3% ▼ Trim 3+
212 PH Parker-Hannifin Corporation 0.2% $136.01M 139.06K +3.4% ▲ Add 3+
213 VOE Vanguard Morningstar… 0.1% $135.94M 687.97K +5.2% ▲ Add 3+
214 YUM Yum! Brands, Inc. 0.2% $135.40M 847.00K -4.2% ▼ Trim 3+
215 HSY The Hershey Company 0.2% $132.90M 757.46K +2.0% ▲ Add 3+
216 SCHO Schwab Short-Term U.S.… 0.1% $131.79M 5.46M -12.7% ▼ Trim 3+
217 SPMB State Street SPDR Portfolio… 0.1% $131.38M 5.89M -25.1% ▼ Trim 3+
218 ADBE Adobe Inc. 0.2% $130.71M 637.56K +4.7% ▲ Add 3+
219 KLAC KLA Corporation 0.1% $129.38M 428.83K -0.2% ▼ Trim 3+
220 EUSA iShares MSCI USA Equal… 0.2% $129.04M 1.13M +7.2% ▲ Add 3+
221 CRM Salesforce, Inc. 0.1% $128.04M 817.23K -5.4% ▼ Trim 3+
222 TFC Truist Financial Corporation 0.1% $128.02M 2.57M -5.1% ▼ Trim 3+
223 VEU Vanguard FTSE All-World… 0.3% $127.58M 1.52M +1.2% ▲ Add 3+
224 VO Vanguard Morningstar… 0.2% $127.55M 1.58M +0.7% ▲ Add 3+
225 ORLY O'Reilly Automotive, Inc. 0.2% $126.98M 1.38M -3.6% ▼ Trim 3+
226 ITOT iShares Core S&P Total U.S.… 0.2% $126.14M 767.91K +3.4% ▲ Add 3+
227 BAC Bank of America Corporation 0.2% $125.94M 2.21M -4.9% ▼ Trim 3+
228 MCO Moody's Corporation 0.2% $125.84M 277.83K -6.3% ▼ Trim 3+
229 PVAL Putnam Focused Large Cap… 0.1% $125.83M 2.47M +7.5% ▲ Add 3+
230 VRT Vertiv Holdings Co 0.2% $125.21M 373.96K -0.8% ▼ Trim 3+
231 GILD Gilead Sciences, Inc. 0.1% $124.68M 986.84K -4.1% ▼ Trim 3+
232 EUSA iShares MSCI USA Equal… 0.2% $124.52M 1.09M +7.2% ▲ Add 3+
233 MSI Motorola Solutions, Inc. 0.2% $124.30M 299.31K -2.4% ▼ Trim 3+
234 SHY iShares 1-3 Year Treasury… 0.1% $123.99M 1.51M +41.1% ▲ Add 3+
235 IWM iShares Russell 2000 ETF 0.1% $123.48M 410.97K -10.9% ▼ Trim 3+
236 NEE NextEra Energy, Inc. 0.2% $121.03M 1.38M -1.4% ▼ Trim 3+
237 ORCL Oracle Corporation 0.1% $120.94M 825.22K +2.1% ▲ Add 3+
238 NFLX Netflix, Inc. 0.3% $119.16M 1.67M +11.2% ▲ Add 3+
239 QCOM QUALCOMM Incorporated 0.1% $118.90M 643.39K -24.3% ▼ Trim 3+
240 TSCO Tractor Supply Company 0.2% $118.61M 3.75M +1.5% ▲ Add 3+
241 MRK Merck & Co., Inc. 0.9% $118.22M 920.00K -1.5% ▼ Trim 3+
242 BN Brookfield Corporation 0.1% $115.98M 2.72M +15.9% ▲ Add 3+
243 TSCO Tractor Supply Company 0.2% $115.71M 3.66M +1.5% ▲ Add 3+
244 ISRG Intuitive Surgical, Inc. 0.2% $115.39M 290.16K +8.1% ▲ Add 3+
245 MO Altria Group, Inc. 0.1% $114.32M 1.59M +1.0% ▲ Add 3+
246 MTUM iShares MSCI USA Momentum… 0.1% $114.09M 332.77K +0.8% ▲ Add 3+
247 EQIX Equinix, Inc. 0.1% $113.80M 109.10K -3.3% ▼ Trim 3+
248 PH Parker-Hannifin Corporation 0.2% $113.37M 115.87K +3.4% ▲ Add 3+
249 NEE NextEra Energy, Inc. 0.2% $113.26M 1.29M -1.4% ▼ Trim 3+
250 XLF State Street Financial… 0.1% $112.16M 2.09M -9.4% ▼ Trim 3+
251 ABT Abbott Laboratories 0.3% $111.36M 1.23M -1.8% ▼ Trim 3+
252 KMB Kimberly-Clark Corporation 0.1% $111.33M 1.01M +6.7% ▲ Add 3+
253 XLE State Street Energy Select… 0.1% $111.11M 2.09M +4.9% ▲ Add 3+
254 VEA Vanguard FTSE Developed… 0.5% $110.17M 1.55M +3.7% ▲ Add 3+
255 ACN Accenture plc 0.3% $109.74M 881.90K +28.1% ▲ Add 3+
256 ABNB Airbnb, Inc. 0.1% $108.97M 761.50K +10.0% ▲ Add 3+
257 CB Chubb Limited 0.2% $108.91M 319.63K +6.4% ▲ Add 3+
258 SYK Stryker Corporation 0.1% $108.05M 343.15K -9.9% ▼ Trim 3+
259 GOOGL Alphabet Inc. 1.7% $107.87M 301.85K -1.8% ▼ Trim 3+
260 TMO Thermo Fisher Scientific… 0.3% $107.50M 214.42K -2.4% ▼ Trim 3+
261 FVD First Trust Value Line… 0.1% $106.72M 2.21M +2.1% ▲ Add 3+
262 ASML ASML Holding N.V. 0.4% $106.54M 53.55K -14.1% ▼ Trim 3+
263 UNH UnitedHealth Group… 0.2% $106.22M 255.57K +0.7% ▲ Add 3+
264 ABBV AbbVie Inc. 0.8% $105.40M 418.84K -2.9% ▼ Trim 3+
265 JBHT J.B. Hunt Transport… 0.2% $104.81M 362.14K -7.5% ▼ Trim 3+
266 JBHT J.B. Hunt Transport… 0.2% $103.65M 358.12K -7.5% ▼ Trim 3+
267 SPSM State Street SPDR Portfolio… 0.1% $103.22M 1.79M +72.5% ▲ Add 3+
268 GS The Goldman Sachs Group… 0.3% $102.88M 101.73K +1.9% ▲ Add 3+
269 VO Vanguard Morningstar… 0.2% $102.48M 1.27M +0.7% ▲ Add 3+
270 NKE NIKE, Inc. 0.1% $101.65M 2.48M +26.4% ▲ Add 3+
271 LNG Cheniere Energy, Inc. 0.1% $101.51M 424.67K +13.0% ▲ Add 3+
272 CMCSA Comcast Corporation 0.1% $101.37M 4.13M +11.5% ▲ Add 3+
273 ADI Analog Devices, Inc. 0.3% $100.81M 253.81K -5.3% ▼ Trim 3+
274 BR Broadridge Financial… 0.2% $100.59M 734.52K +1.0% ▲ Add 3+
275 BMY Bristol-Myers Squibb Company 0.1% $100.54M 1.74M -1.5% ▼ Trim 3+
276 LIN Linde plc 0.2% $99.32M 191.40K -1.2% ▼ Trim 3+
277 SHEL Shell plc 0.1% $99.18M 1.28M +1.4% ▲ Add 3+
278 STLD Steel Dynamics, Inc. 0.1% $98.56M 429.52K -8.6% ▼ Trim 3+
279 XLV State Street Health Care… 0.1% $98.46M 620.55K -7.4% ▼ Trim 3+
280 UNP Union Pacific Corporation 0.5% $97.15M 357.16K -2.6% ▼ Trim 3+
281 SGOV iShares 0-3 Month Treasury… 0.1% $96.47M 958.29K +40.8% ▲ Add 3+
282 AAPL Apple Inc. 2.7% $96.47M 333.38K -0.3% ▼ Trim 3+
283 XLI State Street Industrial… 0.1% $96.42M 520.56K +29.2% ▲ Add 3+
284 FAST Fastenal Company 0.1% $96.17M 2.00M -3.0% ▼ Trim 3+
285 EWJ iShares MSCI Japan ETF 0.1% $96.06M 1.03M -10.4% ▼ Trim 3+
286 URI United Rentals, Inc. 0.1% $95.70M 84.43K +0.6% ▲ Add 3+
287 INTC Intel Corp. 0.1% $95.53M 684.15K -22.7% ▼ Trim 3+
288 CASY Casey's General Stores, Inc. 0.1% $95.31M 119.87K -12.4% ▼ Trim 3+
289 VEA Vanguard FTSE Developed… 0.5% $94.95M 1.33M +3.7% ▲ Add 3+
290 DOW Dow Inc. 0.1% $94.74M 3.46M -2.8% ▼ Trim 3+
291 LRCX Lam Research Corporation 0.3% $94.47M 218.01K +4.8% ▲ Add 3+
292 BR Broadridge Financial… 0.2% $94.23M 687.98K +1.0% ▲ Add 3+
293 APD Air Products and Chemicals… 0.1% $93.75M 319.73K -71.4% ▼ Trim 3+
294 LOW Lowe's Companies, Inc. 0.1% $93.54M 424.23K +2.2% ▲ Add 3+
295 JPST JPMorgan Ultra-Short Income… 0.1% $93.53M 1.85M +16.6% ▲ Add 3+
296 SNA Snap-on Incorporated 0.1% $92.53M 229.94K -7.9% ▼ Trim 3+
297 CRDO Credo Technology Group… 0.1% $92.42M 339.84K -4.6% ▼ Trim 3+
298 SPY State Street SPDR S&P 500… 1.0% $91.98M 123.18K -2.7% ▼ Trim 3+
299 SPHQ Invesco S&P 500 Quality ETF 0.1% $91.87M 1.02M +9.4% ▲ Add 3+
300 WMT Walmart Inc. 0.3% $91.22M 805.43K -2.1% ▼ Trim 3+
301 DUK Duke Energy Corporation 0.1% $89.68M 708.46K +3.0% ▲ Add 3+
302 TROW T. Rowe Price Group, Inc. 0.1% $89.24M 784.96K +9.6% ▲ Add 3+
303 MNST Monster Beverage Corporation 0.1% $88.92M 925.09K -1.8% ▼ Trim 3+
304 PULS PGIM Ultra Short Bond ETF 0.1% $88.42M 1.78M -0.5% ▼ Trim 3+
305 SDY State Street SPDR S&P… 0.1% $88.37M 580.69K +26.2% ▲ Add 3+
306 PEP PepsiCo, Inc. 0.7% $88.21M 651.46K -1.6% ▼ Trim 3+
307 GE GE Aerospace 0.3% $87.83M 235.01K +35.8% ▲ Add 3+
308 RACE Ferrari N.V. 0.1% $87.50M 235.02K +1307.7% ▲ Add 3+
309 PRU Prudential Financial, Inc. 0.1% $87.46M 810.31K +0.1% ▲ Add 3+
310 BLK BlackRock, Inc. 0.1% $87.41M 90.86K +5.8% ▲ Add 3+
311 JAAA Janus Henderson AAA CLO ETF 0.1% $87.31M 1.73M +15.8% ▲ Add 3+
312 XLU State Street Utilities… 0.1% $87.11M 1.92M -17.5% ▼ Trim 3+
313 MGK Vanguard Morningstar Mega… 0.1% $86.96M 989.16K +3.8% ▲ Add 3+
314 AMAT Applied Materials, Inc. 0.4% $86.44M 119.56K -3.6% ▼ Trim 3+
315 FTNT Fortinet, Inc. 0.1% $86.33M 561.96K -1.4% ▼ Trim 3+
316 SBUX Starbucks Corporation 0.1% $85.92M 840.74K -12.8% ▼ Trim 3+
317 JEPQ JPMorgan Nasdaq Equity… 0.1% $85.70M 1.39M +8.2% ▲ Add 3+
318 IWD iShares Russell 1000 Value… 0.4% $85.58M 353.01K +24.3% ▲ Add 3+
319 MINT PIMCO Enhanced Short… 0.1% $85.52M 848.28K +7.1% ▲ Add 3+
320 IEUR iShares Core MSCI Europe ETF 0.1% $83.95M 1.12M +6.5% ▲ Add 3+
321 VWO Vanguard FTSE Emerging… 0.3% $83.90M 1.41M -13.5% ▼ Trim 3+
322 PLTR Palantir Technologies Inc. 0.1% $83.83M 718.54K -12.8% ▼ Trim 3+
323 GVI iShares Intermediate… 0.1% $83.33M 785.43K -11.8% ▼ Trim 3+
324 GVI iShares Intermediate… 0.1% $83.29M 785.01K -11.8% ▼ Trim 3+
325 AXP American Express Company 0.2% $83.08M 245.61K +11.2% ▲ Add 3+
326 MU Micron Technology, Inc. 0.3% $82.85M 71.77K +18.2% ▲ Add 3+
327 TM Toyota Motor Corporation 0.1% $82.79M 491.55K +8.6% ▲ Add 3+
328 DIA State Street SPDR Dow Jones… 0.1% $82.70M 158.28K -14.2% ▼ Trim 3+
329 VLO Valero Energy Corporation 0.1% $82.18M 315.55K -7.6% ▼ Trim 3+
330 SPTL State Street SPDR Portfolio… 0.1% $81.91M 3.12M -10.7% ▼ Trim 3+
331 BRK-B Berkshire Hathaway Inc. 0.3% $81.79M 163.44K -9.0% ▼ Trim 3+
332 VXUS Vanguard Total… 0.1% $81.76M 956.42K -2.4% ▼ Trim 3+
333 COWZ Pacer US Cash Cows 100 ETF 0.1% $81.29M 1.31M +2.2% ▲ Add 3+
334 EPD Enterprise Products… 0.1% $81.27M 2.21M -0.7% ▼ Trim 3+
335 GD General Dynamics Corporation 0.1% $81.14M 229.00K +2.6% ▲ Add 3+
336 AWK American Water Works… 0.1% $81.12M 616.52K +2.1% ▲ Add 3+
337 SMH VanEck Semiconductor ETF 0.1% $80.94M 123.36K -10.1% ▼ Trim 3+
338 QUAL iShares MSCI USA Quality… 0.1% $80.72M 367.85K -72.5% ▼ Trim 3+
339 SO The Southern Company 0.1% $80.58M 841.90K +1.1% ▲ Add 3+
340 IGIB iShares 5-10 Year… 0.1% $79.92M 1.50M +0.5% ▲ Add 3+
341 RTX RTX Corporation 0.3% $79.81M 420.64K +3.8% ▲ Add 3+
342 CNI Canadian National Railway… 0.1% $78.83M 661.07K -2.2% ▼ Trim 3+
343 BAI iShares A.I. Innovation and… 0.1% $78.65M 1.49M -11.7% ▼ Trim 3+
344 VRT Vertiv Holdings Co 0.2% $78.40M 234.15K -0.8% ▼ Trim 3+
345 TSLA Tesla, Inc. 0.3% $78.24M 186.03K -0.3% ▼ Trim 3+
346 ILMN Illumina, Inc. 0.1% $78.07M 444.00K -6.0% ▼ Trim 3+
347 TJX The TJX Companies, Inc. 0.4% $77.93M 514.38K -1.0% ▼ Trim 3+
348 MDLZ Mondelez International, Inc. 0.1% $77.78M 1.34M +0.1% ▲ Add 3+
349 PLD Prologis, Inc. 0.2% $77.35M 570.97K +4.2% ▲ Add 3+
350 GDX VanEck Gold Miners ETF 0.1% $77.26M 1.02M +1.6% ▲ Add 3+
351 OKE ONEOK, Inc. 0.1% $76.34M 878.05K +2.3% ▲ Add 3+
352 VBR Vanguard Morningstar… 0.1% $76.08M 313.08K -1.1% ▼ Trim 3+
353 RDVI FT Vest Rising Dividend… 0.1% $75.85M 2.58M +5.1% ▲ Add 3+
354 EMR Emerson Electric Co. 0.1% $75.76M 529.16K +2.0% ▲ Add 3+
355 ORLY O'Reilly Automotive, Inc. 0.2% $75.39M 818.68K -3.6% ▼ Trim 3+
356 CVX Chevron Corporation 0.4% $75.04M 452.71K -1.0% ▼ Trim 3+
357 LQD iShares iBoxx $ Investment… 0.1% $74.99M 687.52K +2.9% ▲ Add 3+
358 CLX The Clorox Company 0.1% $74.96M 785.41K +17.7% ▲ Add 3+
359 SCHG Schwab U.S. Large-Cap… 0.1% $74.66M 2.21M +5.7% ▲ Add 3+
360 PG The Procter & Gamble Company 0.6% $74.61M 508.77K +0.8% ▲ Add 3+
361 PNC The PNC Financial Services… 0.1% $74.50M 302.54K -1.9% ▼ Trim 3+
362 DHR Danaher Corporation 0.1% $74.05M 388.76K -6.6% ▼ Trim 3+
363 EFA iShares MSCI EAFE ETF 0.1% $74.01M 712.47K -2.4% ▼ Trim 3+
364 VGK Vanguard FTSE Europe ETF 0.1% $73.71M 832.55K -6.3% ▼ Trim 3+
365 O Realty Income Corporation 0.1% $73.35M 1.18M +6.1% ▲ Add 3+
366 VCSH Vanguard Short-Term… 0.1% $73.22M 926.45K +18.2% ▲ Add 3+
367 SPGI S&P Global Inc. 0.2% $72.97M 179.17K -8.8% ▼ Trim 3+
368 AMGN Amgen Inc. 0.5% $72.92M 201.36K -0.4% ▼ Trim 3+
369 AIRR First Trust RBA American… 0.1% $72.91M 547.15K +20.2% ▲ Add 3+
370 CNI Canadian National Railway… 0.1% $72.77M 610.28K -2.2% ▼ Trim 3+
371 TCAF T. Rowe Price Capital… 0.1% $72.30M 1.76M +22.1% ▲ Add 3+
372 DIS The Walt Disney Company 0.1% $72.20M 750.09K +0.7% ▲ Add 3+
373 MPWR Monolithic Power Systems… 0.1% $72.14M 52.17K -15.4% ▼ Trim 3+
374 AGG iShares Core U.S. Aggregate… 0.6% $71.71M 724.50K +0.3% ▲ Add 3+
375 FTSM First Trust Enhanced Short… 0.1% $71.48M 1.20M +0.9% ▲ Add 3+
376 COP ConocoPhillips 0.1% $71.40M 686.80K -7.2% ▼ Trim 3+
377 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $70.66M 1.40M +6.3% ▲ Add 3+
378 GPC Genuine Parts Company 0.1% $70.63M 598.63K -0.2% ▼ Trim 3+
379 FCX Freeport-McMoRan Inc. 0.1% $70.03M 1.11M -11.8% ▼ Trim 3+
380 PKG Packaging Corporation of… 0.1% $69.89M 293.33K -1.3% ▼ Trim 3+
381 AZN AstraZeneca PLC 0.1% $69.75M 367.82K -2.0% ▼ Trim 3+
382 FTCS First Trust Capital… 0.1% $69.30M 737.86K -0.9% ▼ Trim 3+
383 SWK Stanley Black & Decker, Inc. 0.1% $69.30M 736.27K +0.5% ▲ Add 3+
384 FDX FedEx Corporation 0.1% $68.85M 219.87K -21.3% ▼ Trim 3+
385 EFG iShares MSCI EAFE Growth ETF 0.1% $68.68M 551.99K +8.7% ▲ Add 3+
386 XLG Invesco S&P 500 Top 50 ETF 0.1% $68.21M 1.11M +11.5% ▲ Add 3+
387 CASY Casey's General Stores, Inc. 0.1% $68.03M 85.60K -12.4% ▼ Trim 3+
388 WDC Western Digital Corporation 0.1% $67.87M 106.26K -32.5% ▼ Trim 3+
389 ET Energy Transfer LP 0.1% $67.66M 3.54M -1.8% ▼ Trim 3+
390 BE Bloom Energy Corporation 0.1% $67.52M 223.07K +10.6% ▲ Add 3+
391 COF Capital One Financial… 0.1% $67.30M 335.47K +3.0% ▲ Add 3+
392 VRTX Vertex Pharmaceuticals… 0.1% $66.87M 134.62K +0.7% ▲ Add 3+
393 ISRG Intuitive Surgical, Inc. 0.2% $66.65M 167.61K +8.1% ▲ Add 3+
394 CGXU Capital Group International… 0.1% $66.17M 1.91M +9.3% ▲ Add 3+
395 CIBR First Trust Nasdaq… 0.1% $65.31M 726.79K +1.5% ▲ Add 3+
396 EMN Eastman Chemical Company 0.1% $65.26M 974.37K -1.0% ▼ Trim 3+
397 BRK-A Berkshire Hathaway Inc. 0.1% $65.15M 87 0.0% Held 3+
398 GRID First Trust NASDAQ Clean… 0.1% $64.71M 337.35K +22.4% ▲ Add 3+
399 IWF iShares Russell 1000 Growth… 0.5% $64.52M 519.57K -7.8% ▼ Trim 3+
400 MA Mastercard Incorporated 0.3% $64.45M 125.49K -4.5% ▼ Trim 3+
401 EPD Enterprise Products… 0.1% $64.30M 1.75M -0.7% ▼ Trim 3+
402 EQR Equity Residential 0.1% $64.20M 945.10K -0.3% ▼ Trim 3+
403 NVDA NVIDIA Corporation 2.8% $63.77M 318.70K -0.3% ▼ Trim 3+
404 SYK Stryker Corporation 0.1% $63.74M 202.46K -9.9% ▼ Trim 3+
405 FAST Fastenal Company 0.1% $63.71M 1.33M -3.0% ▼ Trim 3+
406 SCHD Schwab U.S. Dividend Equity… 0.1% $63.59M 2.01M +0.8% ▲ Add 3+
407 T AT&T Inc. 0.1% $63.57M 3.07M +1.4% ▲ Add 3+
408 MBB iShares MBS ETF 0.3% $63.50M 671.84K +0.9% ▲ Add 3+
409 APH Amphenol Corporation 0.6% $63.31M 359.06K +1.5% ▲ Add 3+
410 TMUS T-Mobile US, Inc. 0.1% $63.30M 377.39K +5.9% ▲ Add 3+
411 MTB M&T Bank Corporation 0.1% $63.22M 265.62K -1.3% ▼ Trim 3+
412 SOXX iShares Semiconductor ETF 0.1% $62.65M 97.77K +0.9% ▲ Add 3+
413 NVO Novo Nordisk A/S 0.1% $62.49M 1.30M +29.3% ▲ Add 3+
414 ROK Rockwell Automation, Inc. 0.1% $62.08M 125.40K +5.5% ▲ Add 3+
415 CGUS Capital Group Core Equity… 0.1% $62.08M 1.40M +15.5% ▲ Add 3+
416 PKG Packaging Corporation of… 0.1% $61.99M 260.17K -1.3% ▼ Trim 3+
417 LVHI Franklin International Low… 0.1% $61.99M 1.53M +3.7% ▲ Add 3+
418 IWB iShares Russell 1000 ETF 0.1% $61.93M 151.23K +8.7% ▲ Add 3+
419 XMMO Invesco S&P MidCap Momentum… 0.1% $61.92M 363.93K +2.6% ▲ Add 3+
420 WELL Welltower Inc. 0.1% $61.90M 272.72K +13.9% ▲ Add 3+
421 CGCP Capital Group Core Plus… 0.1% $61.02M 2.74M +13.1% ▲ Add 3+
422 WT WisdomTree, Inc. 0.2% $60.95M 1.21M +7.7% ▲ Add 3+
423 BKR Baker Hughes Company 0.1% $60.76M 1.09M -4.6% ▼ Trim 3+
424 MSFT Microsoft Corporation 2.0% $60.52M 162.23K -3.5% ▼ Trim 3+
425 SHW The Sherwin-Williams Company 0.1% $60.14M 174.62K -2.9% ▼ Trim 3+
426 MGV Vanguard Morningstar Mega… 0.1% $60.09M 367.67K +4.9% ▲ Add 3+
427 SPGI S&P Global Inc. 0.2% $60.08M 147.51K -8.8% ▼ Trim 3+
428 FEOE RBB FUND TRUST 0.1% $59.63M 1.12M +12.4% ▲ Add 3+
429 CGMS Capital Group U.S.… 0.1% $59.34M 2.17M +15.3% ▲ Add 3+
430 CGBL Capital Group Core Balanced… 0.0% $59.31M 1.56M +23.3% ▲ Add 3+
431 KMI Kinder Morgan, Inc. 0.1% $58.94M 1.84M +1.4% ▲ Add 3+
432 VUG Vanguard Morningstar Growth… 0.3% $58.47M 678.80K +1.7% ▲ Add 3+
433 MPLX MPLX Lp 0.1% $58.37M 1.04M -1.8% ▼ Trim 3+
434 SHLD Global X - Defense Tech ETF 0.0% $58.09M 972.80K +68.2% ▲ Add 3+
435 SPG Simon Property Group, Inc. 0.1% $58.04M 259.50K -0.6% ▼ Trim 3+
436 FDL First Trust Morningstar… 0.0% $57.98M 1.19M -1.8% ▼ Trim 3+
437 SCHW The Charles Schwab… 0.1% $57.90M 627.48K -3.0% ▼ Trim 3+
438 FLXR TCW Flexible Income ETF 0.0% $57.56M 1.47M +24.4% ▲ Add 3+
439 ET Energy Transfer LP 0.1% $57.33M 3.00M -1.8% ▼ Trim 3+
440 EFV iShares MSCI EAFE Value ETF 0.0% $56.46M 737.58K -39.8% ▼ Trim 3+
441 XLC State Street Communication… 0.1% $56.44M 526.78K -13.7% ▼ Trim 3+
442 DE Deere & Company 0.2% $56.17M 88.55K +4.1% ▲ Add 3+
443 HSY The Hershey Company 0.2% $56.15M 320.04K +2.0% ▲ Add 3+
444 FTCB First Trust Core Investment… 0.0% $55.81M 2.68M +9.8% ▲ Add 3+
445 MUB iShares National Muni Bond… 0.1% $55.81M 518.55K +1.9% ▲ Add 3+
446 COHR Coherent, Inc. 0.0% $55.77M 141.38K +6.7% ▲ Add 3+
447 CGMU Capital Group Municipal… 0.1% $55.05M 2.00M +6.5% ▲ Add 3+
448 ECL Ecolab Inc. 0.1% $54.80M 196.68K +9.8% ▲ Add 3+
449 LECO Lincoln Electric Holdings… 0.1% $54.52M 205.33K -2.3% ▼ Trim 3+
450 BKDV BNY Mellon Dynamic Value ETF 0.0% $54.42M 1.63M +3.1% ▲ Add 3+
451 CVS CVS Health Corp. 0.1% $53.85M 520.55K -10.9% ▼ Trim 3+
452 ROL Rollins, Inc. 0.1% $53.79M 1.29M -0.6% ▼ Trim 3+
453 HWM Howmet Aerospace Inc. 0.1% $53.77M 199.99K +4.3% ▲ Add 3+
454 IYW iShares U.S. Technology ETF 0.0% $53.60M 212.51K -5.2% ▼ Trim 3+
455 AGG iShares Core U.S. Aggregate… 0.6% $53.16M 537.12K +0.3% ▲ Add 3+
456 ITA iShares U.S. Aerospace &… 0.0% $53.00M 218.61K +1.4% ▲ Add 3+
457 VNQ Vanguard Real Estate ETF 0.1% $52.99M 549.47K +3.9% ▲ Add 3+
458 BTI British American Tobacco… 0.0% $52.94M 857.12K -0.9% ▼ Trim 3+
459 JGRO JPMorgan Active Growth ETF 0.0% $52.51M 532.64K +2.0% ▲ Add 3+
460 BBY Best Buy Co., Inc. 0.0% $52.33M 689.69K -0.8% ▼ Trim 3+
461 XLK State Street Technology… 0.3% $52.33M 274.65K +5.8% ▲ Add 3+
462 AGZ ISHARES TR 0.0% $52.16M 477.29K +7.1% ▲ Add 3+
463 AZN AstraZeneca PLC 0.1% $52.03M 274.37K -2.0% ▼ Trim 3+
464 LECO Lincoln Electric Holdings… 0.1% $51.79M 195.07K -2.3% ▼ Trim 3+
465 USMV iShares MSCI USA Min Vol… 0.0% $51.68M 535.72K -9.3% ▼ Trim 3+
466 AMT American Tower Corporation 0.1% $51.44M 314.43K +2.3% ▲ Add 3+
467 AMLP Alerian MLP ETF 0.0% $51.10M 985.61K -3.0% ▼ Trim 3+
468 FLEX Flex Ltd. 0.0% $50.96M 314.45K -16.4% ▼ Trim 3+
469 VLO Valero Energy Corporation 0.1% $50.90M 195.44K -7.6% ▼ Trim 3+
470 CGGO Capital Group Global Growth… 0.0% $50.58M 1.19M +15.8% ▲ Add 3+
471 ADBE Adobe Inc. 0.2% $50.36M 245.62K +4.7% ▲ Add 3+
472 XLY State Street Consumer… 0.1% $50.35M 429.34K -20.1% ▼ Trim 3+
473 EBAY eBay Inc. 0.1% $50.17M 448.91K -5.7% ▼ Trim 3+
474 EFA iShares MSCI EAFE ETF 0.1% $50.16M 482.91K -2.4% ▼ Trim 3+
475 IPAC iShares Core MSCI Pacific… 0.0% $49.99M 610.10K +1.2% ▲ Add 3+
476 GOVT iShares U.S. Treasury Bond… 0.1% $49.95M 2.19M +12.6% ▲ Add 3+
477 PYLD PIMCO Multisector Bond… 0.0% $49.49M 1.87M +17.7% ▲ Add 3+
478 MCK McKesson Corporation 0.0% $49.12M 65.01K -3.0% ▼ Trim 3+
479 SPGI S&P Global Inc. 0.2% $48.99M 120.28K -8.8% ▼ Trim 3+
480 TLT iShares 20+ Year Treasury… 0.2% $48.89M 565.70K +1.3% ▲ Add 3+
481 HEI-A HEICO Corporation 0.1% $48.74M 188.99K +2.4% ▲ Add 3+
482 DIVO Amplify CWP Enhanced… 0.0% $48.60M 1.06M +18.6% ▲ Add 3+
483 WT WisdomTree, Inc. 0.2% $48.45M 506.72K +7.7% ▲ Add 3+
484 TTE TotalEnergies SE 0.0% $48.42M 622.62K -11.0% ▼ Trim 3+
485 CEG Constellation Energy… 0.0% $48.10M 193.63K +10.9% ▲ Add 3+
486 EOG EOG Resources, Inc. 0.0% $47.91M 369.33K -2.8% ▼ Trim 3+
487 GOOGL Alphabet Inc. 1.7% $47.89M 134.00K -1.8% ▼ Trim 3+
488 CAH Cardinal Health, Inc. 0.0% $47.76M 201.03K -0.4% ▼ Trim 3+
489 JCI Johnson Controls… 0.0% $47.31M 323.79K +1.4% ▲ Add 3+
490 IBKR Interactive Brokers Group… 0.0% $47.20M 542.29K -3.2% ▼ Trim 3+
491 NEM Newmont Corporation 0.0% $47.19M 505.20K -7.2% ▼ Trim 3+
492 UL Unilever PLC 0.0% $47.03M 782.26K +0.8% ▲ Add 3+
493 ALAB Astera Labs, Inc. Common… 0.0% $46.82M 96.94K -27.3% ▼ Trim 3+
494 NOW ServiceNow, Inc. 0.2% $46.73M 470.69K +12.2% ▲ Add 3+
495 SHW The Sherwin-Williams Company 0.1% $46.63M 135.43K -2.9% ▼ Trim 3+
496 ARCC Ares Capital Corporation 0.0% $46.49M 2.51M +0.1% ▲ Add 3+
497 AMZN Amazon.com, Inc. 1.7% $46.07M 193.31K +2.2% ▲ Add 3+
498 IGM iShares Expanded Tech… 0.0% $46.03M 281.37K -2.0% ▼ Trim 3+
499 NVS Novartis AG 0.0% $45.96M 293.23K +4.0% ▲ Add 3+
500 SHV iShares Trust iShares 0-1… 0.1% $45.89M 415.90K -24.0% ▼ Trim 3+

Yalnızca adi hisse senedi (SH) pozisyonları; opsiyon satırları Opsiyonlar sekmesindedir ve hiçbir zaman netleştirilmez. ✂ = bölünme düzeltmeli önceki paylara göre hesaplanan değişim. "N+ Dönem Tutulan" = veri penceremizde her çeyrekte tutulmuş, muhtemelen daha uzun süre.

Pozisyon yaşı
1820–1 çeyrekler
33312–4 çeyrekler

Mevcut her pozisyonun veri penceremiz içinde raporlandığı ardışık çeyrek sayısı.

Benzer yöneticiler
YöneticiOrtak pozisyonlarAd örtüşmesiAğırlıklı benzerlik
Morgan Stanley 3485 51.3% 0.8916 Karşılaştır ⇄
UBS Group AG 3397 49.3% 0.8727 Karşılaştır ⇄
Ameriprise Financial Inc 2806 61.2% 0.8462 Karşılaştır ⇄
Bank of New York Mellon Corp 2584 51.6% 0.8431 Karşılaştır ⇄
Rockefeller Capital Management L.P. 3105 63.4% 0.8418 Karşılaştır ⇄
Fifth Third Bancorp 3001 65.1% 0.8204 Karşılaştır ⇄
UBS AM, a distinct business unit of UBS… 2526 54.8% 0.8159 Karşılaştır ⇄
Wells Fargo & Company/Mn 3417 57.5% 0.8092 Karşılaştır ⇄

Yalnızca raporlanan uzun pozisyonların benzerliği — hedge'ler ve 13F dışı varlıklar görünmez. Metodoloji

Dosyalama kaydı
Aug 12 2026 13F-HR · dönem Q2 2026

$120.21B · 8,946 pozisyonlar · Orijinal SEC dosyalamasını görüntüle ↗

May 12 2026 13F-HR · dönem Q1 2026

$108.79B · 8,981 pozisyonlar · Orijinal SEC dosyalamasını görüntüle ↗

Feb 13 2026 13F-HR · dönem Q4 2025

$111.17B · 9,512 pozisyonlar · Orijinal SEC dosyalamasını görüntüle ↗

Nov 12 2025 13F-HR · dönem Q3 2025

$109.53B · 9,480 pozisyonlar · Orijinal SEC dosyalamasını görüntüle ↗

Aug 14 2025 13F-HR · dönem Q2 2025

$102.81B · 9,316 pozisyonlar · Orijinal SEC dosyalamasını görüntüle ↗

Kaynak: Bu yöneticinin SEC EDGAR'daki 13F bilgi tablolarından ayrıştırılan tüm varlıklar; değerler raporlandığı biçimiyle, tam USD olarak verilir. Değişiklikler, bölünme düzeltmeli hisse sayıları üzerinden her çeyreğin en son kabul edilmiş versiyonu (değişiklikler dahil) karşılaştırılarak hesaplanır. Raporlama dönemi: Q2 2026 · son dosyalama Aug 12, 2026 · Değişim metodolojisi