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Davidson Capital Management Inc.

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13F filer, CIK 1808748, CORPUS CHRISTI, TX

Davidson Capital Management Inc. reported $462,002,743 across 117 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 64.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001808748-26-000001

Period
2025-12-31
Reported value
$462M
Holdings
117
Top 10 weight
64.26%
New
39
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYGnew+50,909$5.43M
VCITadded+55,030$4.61M
VCLTadded+54,315$4.12M
NFLXadded+25,993$2.44M
NOWadded+14,580$2.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FISVexited-21,288-$2.74M
MUSAreduced-6,425-$2.59M
OCreduced-20,917-$2.34M
CMGexited-57,920-$2.27M
CRMreduced-3,814-$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001808748-26-000001, largest first. % of portfolio is the value over $462,002,743, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,860 shares; 2024Q4: 870,565 shares; 2025Q1: 903,487 shares; 2025Q2: 857,192 shares; 2025Q3: 850,574 shares; 2025Q4: 905,604 shares 905,604$75.8M16.42%+55,030Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 271,956 shares; 2025Q2: 389,462 shares; 2025Q3: 389,090 shares; 2025Q4: 389,081 shares 389,081$53.9M11.66%-9Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,362 shares; 2024Q4: 835,218 shares; 2025Q1: 605,951 shares; 2025Q2: 610,919 shares; 2025Q3: 629,359 shares; 2025Q4: 634,770 shares 634,770$47.6M10.31%+5,411Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,613 shares; 2024Q4: 49,505 shares; 2025Q1: 41,348 shares; 2025Q2: 52,570 shares; 2025Q3: 52,623 shares; 2025Q4: 53,487 shares 53,487$32.9M7.11%+864Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,386 shares; 2025Q1: 239,944 shares; 2025Q2: 292,881 shares; 2025Q3: 368,470 shares; 2025Q4: 422,785 shares 422,785$32.1M6.94%+54,315Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158,613 shares; 2025Q2: 161,798 shares; 2025Q3: 162,477 shares; 2025Q4: 164,285 shares 164,285$31.5M6.81%+1,808Timeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 23 shares; 2025Q1: 7,183 shares; 2025Q2: 7,934 shares; 2025Q3: 7,505 shares; 2025Q4: 7,008 shares 7,008$6.54M1.42%-497Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,932 shares; 2024Q4: 19,758 shares; 2025Q1: 16,299 shares; 2025Q2: 19,251 shares; 2025Q3: 18,878 shares; 2025Q4: 18,228 shares 18,228$5.71M1.23%-650Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 4,297 shares; 2025Q1: 3,925 shares; 2025Q2: 4,025 shares; 2025Q3: 5,175 shares; 2025Q4: 5,063 shares 5,063$5.44M1.18%-112Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,909 shares 50,909$5.43M1.18%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,496 shares; 2024Q4: 31,604 shares; 2025Q1: 26,234 shares; 2025Q2: 35,092 shares; 2025Q3: 34,244 shares; 2025Q4: 32,861 shares 32,861$5.32M1.15%-1,383Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 17,960 shares; 2025Q1: 18,645 shares; 2025Q2: 20,598 shares; 2025Q3: 20,425 shares; 2025Q4: 20,229 shares 20,229$5.2M1.13%-196Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 9,672 shares; 2025Q1: 9,154 shares; 2025Q2: 9,474 shares; 2025Q3: 9,190 shares; 2025Q4: 8,993 shares 8,993$5.05M1.09%-197Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 27,471 shares; 2025Q1: 22,587 shares; 2025Q2: 27,892 shares; 2025Q3: 27,069 shares; 2025Q4: 27,010 shares 27,010$5.04M1.09%-59Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,313 shares; 2024Q4: 9,667 shares; 2025Q1: 8,500 shares; 2025Q2: 8,789 shares; 2025Q3: 8,674 shares; 2025Q4: 8,602 shares 8,602$4.93M1.07%-72Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,858 shares; 2025Q4: 31,187 shares 31,187$4.9M1.06%+329Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 5,018 shares; 2025Q1: 4,727 shares; 2025Q2: 4,062 shares; 2025Q3: 4,017 shares; 2025Q4: 4,000 shares 4,000$4.86M1.05%-17Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,321 shares; 2025Q2: 5,462 shares; 2025Q3: 5,374 shares; 2025Q4: 5,365 shares 5,365$4.72M1.02%-9Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,512 shares; 2024Q4: 20,223 shares; 2025Q1: 13,196 shares; 2025Q2: 13,686 shares; 2025Q3: 13,376 shares; 2025Q4: 13,376 shares 13,376$4.63M1%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,052 shares; 2025Q2: 6,989 shares; 2025Q3: 6,846 shares; 2025Q4: 6,961 shares 6,961$4.55M0.98%+115Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,729 shares; 2025Q1: 4,852 shares; 2025Q2: 4,971 shares; 2025Q3: 4,916 shares; 2025Q4: 4,942 shares 4,942$4.34M0.94%+26Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,275 shares; 2024Q4: 14,920 shares; 2025Q1: 12,673 shares; 2025Q2: 14,284 shares; 2025Q3: 15,471 shares; 2025Q4: 15,503 shares 15,503$4.21M0.91%+32Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 16 shares; 2025Q1: 5,152 shares; 2025Q2: 4,598 shares; 2025Q3: 4,540 shares; 2025Q4: 4,609 shares 4,609$4.18M0.9%+69Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,200 shares; 2025Q2: 21,781 shares; 2025Q3: 19,942 shares; 2025Q4: 19,882 shares 19,882$4.1M0.89%-60Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,824 shares; 2024Q4: 22,962 shares; 2025Q1: 23,138 shares; 2025Q2: 23,621 shares; 2025Q3: 23,271 shares; 2025Q4: 23,337 shares 23,337$4.07M0.88%+66Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 6,896 shares; 2025Q1: 7,420 shares; 2025Q2: 7,224 shares; 2025Q3: 8,795 shares; 2025Q4: 8,759 shares 8,759$3.97M0.86%-36Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8,007 shares; 2025Q1: 7,348 shares; 2025Q2: 7,818 shares; 2025Q3: 7,724 shares; 2025Q4: 7,927 shares 7,927$3.83M0.83%+203Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,402 shares; 2025Q4: 11,819 shares 11,819$3.81M0.82%+417Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 19,466 shares; 2025Q1: 13,879 shares; 2025Q2: 16,105 shares; 2025Q3: 16,010 shares; 2025Q4: 16,400 shares 16,400$3.79M0.82%+390Timeline
HALOHALOZYME THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 56,639 shares; 2025Q1: 61,218 shares; 2025Q2: 56,031 shares; 2025Q3: 55,456 shares; 2025Q4: 56,223 shares 56,223$3.78M0.82%+767Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,055 shares; 2025Q3: 6,001 shares; 2025Q4: 6,175 shares 6,175$3.78M0.82%+174Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 4,648 shares; 2025Q1: 4,417 shares; 2025Q2: 4,547 shares; 2025Q3: 4,455 shares; 2025Q4: 4,573 shares 4,573$3.7M0.8%+118Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 11,676 shares; 2025Q1: 9,711 shares; 2025Q2: 9,871 shares; 2025Q3: 9,876 shares; 2025Q4: 10,281 shares 10,281$3.61M0.78%+405Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,214 shares; 2024Q4: 43,681 shares; 2025Q1: 32,285 shares; 2025Q2: 32,920 shares; 2025Q3: 43,171 shares; 2025Q4: 43,838 shares 43,838$3.48M0.75%+667Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 17,001 shares; 2025Q2: 18,038 shares; 2025Q3: 17,993 shares; 2025Q4: 18,603 shares 18,603$3.43M0.74%+610Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,144 shares; 2024Q4: 5,371 shares; 2025Q1: 4,920 shares; 2025Q2: 4,994 shares; 2025Q3: 4,980 shares; 2025Q4: 5,162 shares 5,162$3.42M0.74%+182Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 15,035 shares; 2025Q1: 14,478 shares; 2025Q2: 14,619 shares; 2025Q3: 14,374 shares; 2025Q4: 14,687 shares 14,687$3.28M0.71%+313Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,369 shares; 2025Q1: 10,483 shares; 2025Q2: 10,750 shares; 2025Q3: 10,734 shares; 2025Q4: 11,030 shares 11,030$3.26M0.71%+296Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,563 shares; 2025Q2: 8,731 shares; 2025Q3: 8,740 shares; 2025Q4: 9,114 shares 9,114$3.2M0.69%+374Timeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 13,066 shares; 2025Q1: 12,517 shares; 2025Q2: 14,397 shares; 2025Q3: 14,405 shares; 2025Q4: 14,190 shares 14,190$2.93M0.63%-215Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 9,302 shares; 2025Q1: 7,928 shares; 2025Q2: 8,136 shares; 2025Q3: 8,084 shares; 2025Q4: 8,170 shares 8,170$2.81M0.61%+86Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 7,519 shares; 2025Q1: 6,748 shares; 2025Q2: 6,908 shares; 2025Q3: 6,976 shares; 2025Q4: 7,155 shares 7,155$2.8M0.61%+179Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,863 shares; 2025Q1: 2,965 shares; 2025Q2: 3,105 shares; 2025Q3: 3,524 shares; 2025Q4: 18,104 shares 18,104$2.77M0.6%+14,580Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,508 shares; 2024Q4: 19,072 shares; 2025Q1: 18,486 shares; 2025Q2: 20,778 shares; 2025Q3: 20,931 shares; 2025Q4: 18,369 shares 18,369$2.76M0.6%-2,562Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,439 shares; 2025Q2: 55,723 shares; 2025Q3: 55,337 shares; 2025Q4: 43,719 shares 43,719$2.71M0.59%-11,618Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 5,050 shares; 2025Q1: 3,451 shares; 2025Q2: 2,651 shares; 2025Q3: 2,658 shares; 2025Q4: 28,651 shares 28,651$2.69M0.58%+25,993Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 5,874 shares; 2025Q1: 6,348 shares; 2025Q2: 7,184 shares; 2025Q3: 7,109 shares; 2025Q4: 5,122 shares 5,122$2.41M0.52%-1,987Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,037 shares; 2024Q4: 13,189 shares; 2025Q1: 9,339 shares; 2025Q2: 11,859 shares; 2025Q3: 11,972 shares; 2025Q4: 8,158 shares 8,158$2.16M0.47%-3,814Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 16,783 shares; 2025Q2: 17,189 shares; 2025Q3: 17,360 shares; 2025Q4: 12,330 shares 12,330$2.05M0.44%-5,030Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,338 shares; 2024Q4: 61,861 shares; 2025Q1: 54,120 shares; 2025Q2: 59,950 shares; 2025Q3: 61,391 shares; 2025Q4: 50,184 shares 50,184$1.96M0.43%-11,207Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 1,440 shares 1,440$1.91M0.41%-606Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,789 shares; 2024Q4: 31,558 shares; 2025Q1: 30,247 shares; 2025Q2: 37,769 shares; 2025Q3: 38,146 shares; 2025Q4: 25,820 shares 25,820$1.9M0.41%-12,326Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,939 shares; 2025Q4: 43,764 shares 43,764$1.9M0.41%-20,175Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,187 shares 12,187$1.6M0.35%newTimeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,527 shares 3,527$1.57M0.34%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 4,225 shares 4,225$1.56M0.34%+4,188Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 22,965 shares 22,965$1.48M0.32%+22,916Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,615 shares 9,615$1.3M0.28%newTimeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,860 shares 5,860$699K0.15%newTimeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,853 shares; 2024Q4: 7,089 shares; 2025Q1: 11,352 shares; 2025Q2: 10,666 shares; 2025Q3: 9,514 shares; 2025Q4: 10,697 shares 10,697$641K0.14%+1,183Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645$440K0.1%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares 862$414K0.09%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,291 shares; 2024Q4: 47,423 shares; 2025Q1: 49,378 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares 2,384$287K0.06%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 923 shares 923$214K0.05%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares 570$191K0.04%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares 2,105$69.2K0.01%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 7,126 shares; 2025Q1: 887 shares; 2025Q2: 1,704 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares 1,085$55.4K0.01%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 598 shares 598$47.7K0.01%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 32 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 34 shares; 2025Q4: 61 shares 61$27.4K0.01%+27Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 105 shares; 2025Q3: 128 shares; 2025Q4: 166 shares 166$15.1K<0.01%+38Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares 130$12.4K<0.01%newTimeline
IRMDIRADIMED CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares 127$12.4K<0.01%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15$12.3K<0.01%newTimeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175$12.3K<0.01%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares 29$12.2K<0.01%newTimeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares 72$12.2K<0.01%newTimeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares 85$12.2K<0.01%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares 25$12.2K<0.01%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares 79$12.1K<0.01%newTimeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares 48$12K<0.01%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares 44$12K<0.01%newTimeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares 271$11.9K<0.01%newTimeline
USLMUNITED STS LIME & MINERALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares 99$11.9K<0.01%newTimeline
UFPTUFP TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares 53$11.8K<0.01%newTimeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,534 shares; 2025Q1: 6,177 shares; 2025Q2: 6,366 shares; 2025Q3: 6,448 shares; 2025Q4: 23 shares 23$9.28K<0.01%-6,425Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares 79$9.26K<0.01%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares 115$9.23K<0.01%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 80 shares 80$9.22K<0.01%+80Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares 57$9.2K<0.01%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 45 shares 45$8.71K<0.01%-182Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 19 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 24 shares; 2025Q4: 15 shares 15$8.5K<0.01%-9Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,027 shares; 2025Q2: 20,918 shares; 2025Q3: 20,989 shares; 2025Q4: 72 shares 72$8.06K<0.01%-20,917Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 98 shares; 2025Q1: 102 shares; 2025Q2: 108 shares; 2025Q3: 101 shares; 2025Q4: 26 shares 26$7.42K<0.01%-75Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares 22$6.52K<0.01%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 20 shares 20$6.28K<0.01%-30Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares 30$6.15K<0.01%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares 55$6.13K<0.01%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares 7$6.04K<0.01%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17$6.01K<0.01%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 68 shares; 2025Q1: 85 shares; 2025Q2: 104 shares; 2025Q3: 89 shares; 2025Q4: 23 shares 23$4.93K<0.01%-66Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,529 shares; 2024Q4: 90,449 shares; 2025Q1: 108,501 shares; 2025Q2: 47 shares; 2025Q3: 35 shares; 2025Q4: 36 shares 36$4K<0.01%+1Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares 10$3.19K<0.01%newTimeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares 12$3.15K<0.01%newTimeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40$3.07K<0.01%newTimeline
NMIHNMI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares 75$3.06K<0.01%newTimeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100$3.05K<0.01%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17$3.02K<0.01%newTimeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares 15$2.98K<0.01%newTimeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares 33$2.97K<0.01%newTimeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares 17$2.88K<0.01%newTimeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 33 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 9 shares 9$2.81K<0.01%-27Timeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 612 shares; 2025Q4: 162 shares 162$1.66K<0.01%-450Timeline
IMSRTERRESTRIAL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares 182$1.11K<0.01%newTimeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 6 shares 6$423<0.01%+3Timeline
JOETVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8$336<0.01%0Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6$119<0.01%0Timeline
FLYFIREFLY AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2$45<0.01%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FISVFISERV INC21,288$2.74Mshares
CMGCHIPOTLE MEXICAN GRILL INC57,920$2.27Mshares
GBTCGRAYSCALE BITCOIN TRUST ETF208$18.7Kshares
LRCXLAM RESEARCH CORP94$12.6Kshares
MANHMANHATTAN ASSOCIATES INC56$11.5Kshares
CBCHUBB LIMITED38$10.7Kshares
NVONOVO-NORDISK A S190$10.5Kshares
METAMETA PLATFORMS INC14$10.3Kshares
ADBEADOBE INC28$9.88Kshares
LULULULULEMON ATHLETICA INC37$6.58Kshares
NOTVINOTIV INC4,242$6.15Kshares
RKLBROCKET LAB CORP101$4.84Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001808748-26-000001 base2026-01-28acceptance time not in the bulk data set