Midwest Trust Co

13F filer, CIK 2077080, Overland Park, KS

Midwest Trust Co reported $8,017,724,375 across 593 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 27.55% of the portfolio.

Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0002077080-26-000009

Period: 2026-03-31
Reported value: $8.02B
Holdings: 593
Top 10 weight: 27.55%
New: 35
Sold out: 30

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PNCadded	+122,399	$25.5M
AFLadded	+153,925	$16.9M
MSFTadded	+39,281	$14.5M
SCHOadded	+523,622	$12.7M
GVIadded	+81,584	$8.7M

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

Security	Shares change	Approx. value
VNQreduced	-248,450	-$22M
SCHRreduced	-460,671	-$11.5M
VOOreduced	-15,500	-$9.26M
VYMreduced	-46,129	-$6.83M
SCHDreduced	-210,996	-$6.47M

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, Q1 2026

Share positions as resolved from 13F-HR 0002077080-26-000009, largest first. % of portfolio is the value over $8,017,724,375, the sum of the share positions whose value is usable for ratios (method).

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GOOGLALPHABET INC	712,225	$205M	2.55%	-10,954	Timeline
AMZNAMAZON COM INC	932,752	$194M	2.42%	-13,138	Timeline
AVGOBROADCOM INC	534,724	$166M	2.06%	+5,196	Timeline
GVIISHARES TR	1,261,782	$135M	1.68%	+81,584	Timeline
JPMJPMORGAN CHASE & CO	448,341	$132M	1.64%	+6,820	Timeline
XOMEXXON MOBIL CORP	710,969	$121M	1.5%	+26,411	Timeline
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GOOGALPHABET INC	384,549	$110M	1.38%	+16,976	Timeline
ABBVABBVIE INC	485,280	$106M	1.32%	+3,331	Timeline
VEAVANGUARD TAX-MANAGED FDS	1,629,166	$104M	1.3%	+43,602	Timeline
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DFASDIMENSIONAL ETF TRUST	1,376,605	$97.9M	1.22%	-8,339	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	195,431	$93.7M	1.17%	+8,920	Timeline
MRKMERCK & CO INC	747,618	$89.9M	1.12%	-19,353	Timeline
RTXRTX CORPORATION	458,723	$88.5M	1.1%	-10,734	Timeline
CSCOCISCO SYS INC	1,061,238	$82.3M	1.03%	+2,799	Timeline
VOOVANGUARD INDEX FDS	136,630	$81.6M	1.02%	-15,500	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	125,444	$81.6M	1.02%	+364	Timeline
COSTCOSTCO WHOLESALE CORPORATION	81,663	$81.4M	1.01%	+5,200	Timeline
METAMETA PLATFORMS INC	139,423	$79.8M	0.99%	+4,771	Timeline
VVISA INC	256,177	$77.4M	0.97%	+18,554	Timeline
ETNEATON CORP PLC	208,285	$74.5M	0.93%	+3,394	Timeline
MCDMCDONALDS CORP	227,570	$70.7M	0.88%	+6,334	Timeline
UNPUNION PAC CORP	287,224	$69.7M	0.87%	+2,594	Timeline
TSLATESLA INC	187,319	$69.6M	0.87%	-2,727	Timeline
PGPROCTER & GAMBLE CO	480,292	$69.4M	0.87%	+33,608	Timeline
IEFAISHARES TR	747,893	$67.7M	0.84%	+53,567	Timeline
WMBWILLIAMS COS INC	921,399	$67.1M	0.84%	-32,966	Timeline
IVVISHARES TR	101,256	$66.1M	0.82%	+4,027	Timeline
CBCHUBB LIMITED	196,861	$64.2M	0.8%	-39	Timeline
AVEMAMERICAN CENTY ETF TR	767,587	$61.9M	0.77%	-5,873	Timeline
CVXCHEVRON CORPORATION	297,670	$61.6M	0.77%	-4,654	Timeline
HDHOME DEPOT INC	185,077	$60.9M	0.76%	+7,602	Timeline
LLYELI LILLY & CO	65,139	$59.9M	0.75%	+1,518	Timeline
PEPPEPSICO INC	382,857	$59.5M	0.74%	+17,816	Timeline
COPCONOCOPHILLIPS	424,672	$56.1M	0.7%	+18,137	Timeline
AMPAMERIPRISE FINL INC	124,637	$55.4M	0.69%	+7,037	Timeline
PNCPNC FINL SVCS GROUP INC	265,803	$55.3M	0.69%	+122,399	Timeline
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NOCNORTHROP GRUMMAN CORP	76,035	$51.9M	0.65%	+959	Timeline
IWFISHARES TR	120,362	$51.3M	0.64%	+4,361	Timeline
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PMPHILIP MORRIS INTL INC	276,193	$45.7M	0.57%	+1,555	Timeline
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TMOTHERMO FISHER SCIENTIFIC INC	90,151	$44.3M	0.55%	+85	Timeline
JNJJOHNSON & JOHNSON	166,891	$40.8M	0.51%	-18,013	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	63,739	$39.3M	0.49%	-1,276	Timeline
BKNGBOOKING HOLDINGS INC	8,966	$37.7M	0.47%	+308	Timeline
NVSNOVARTIS AG	242,228	$37M	0.46%	-7,513	Timeline
CRMSALESFORCE INC	191,775	$35.8M	0.45%	+6,008	Timeline
ENBENBRIDGE INC	655,395	$35.5M	0.44%	-12,369	Timeline
SCHVSCHWAB STRATEGIC TR	1,138,230	$34.7M	0.43%	+41,436	Timeline
IJHISHARES TR	507,895	$34.3M	0.43%	+9,209	Timeline
ECLECOLAB INC	126,729	$33.7M	0.42%	+2,342	Timeline
AMATAPPLIED MATLS INC	98,343	$33.6M	0.42%	-14,558	Timeline
IWDISHARES TR	157,106	$33.6M	0.42%	+10,290	Timeline
VNQVANGUARD INDEX FDS	375,744	$33.3M	0.42%	-248,450	Timeline
VTIVANGUARD INDEX FDS	103,534	$33.2M	0.41%	+9,522	Timeline
BIVVANGUARD BD INDEX FDS	424,297	$32.7M	0.41%	-37,164	Timeline
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MMITNYLIM ACTIVE ETF TR	1,261,255	$30.4M	0.38%	-16,572	Timeline
VZVERIZON COMMUNICATIONS INC	585,802	$29.4M	0.37%	+24,581	Timeline
MSMORGAN STANLEY	177,523	$29.2M	0.36%	+14,780	Timeline
QCOMQUALCOMM INC	226,777	$29.2M	0.36%	+1,884	Timeline
ETRENTERGY CORP NEW	258,650	$29.1M	0.36%	+734	Timeline
BXBLACKSTONE INC	246,976	$28.4M	0.35%	+58,175	Timeline
DOWDOW HLDGS INC	672,901	$28M	0.35%	+168,823	Timeline
AMGNAMGEN INC	78,916	$27.8M	0.35%	+1,150	Timeline
ASMLASML HLDG NV	20,948	$27.7M	0.35%	-2,751	Timeline
LMTLOCKHEED MARTIN CORP	45,067	$27.2M	0.34%	-4,542	Timeline
EMREMERSON ELEC CO	207,376	$27.2M	0.34%	+245	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	471,546	$26.7M	0.33%	+38,268	Timeline
HBANHUNTINGTON BANCSHARES INC	1,663,832	$26M	0.32%	+139,876	Timeline
NEENEXTERA ENERGY INC	275,953	$25.6M	0.32%	-8,559	Timeline
TRVTRAVELERS COMPANIES INC	86,045	$25.1M	0.31%	-1,451	Timeline
IJRISHARES TR	200,793	$25M	0.31%	-2,539	Timeline
KOCOCA COLA CO	322,093	$24.5M	0.31%	+11,281	Timeline
SCHWCHARLES SCHWAB CORP (THE)	260,342	$24.5M	0.31%	-2,036	Timeline
DHRDANAHER CORP DEL	125,465	$23.8M	0.3%	+3,460	Timeline
DLRDIGITAL RLTY TR INC	131,445	$23.7M	0.3%	+522	Timeline
TIIVETF SER SOLUTIONS	817,506	$22.8M	0.28%	+66,958	Timeline
GLWCORNING INC	165,828	$22.5M	0.28%	-31,850	Timeline
NFLXNETFLIX INC.	232,240	$22.3M	0.28%	-4,595	Timeline
DEDEERE & CO	39,584	$22.3M	0.28%	-285	Timeline
WMWASTE MGMT INC DEL	96,946	$22.3M	0.28%	-517	Timeline
CWCURTISS WRIGHT CORP	32,378	$22.1M	0.28%	-791	Timeline
SOSOUTHERN CO	226,345	$21.8M	0.27%	+642	Timeline
MDTMEDTRONIC PLC	251,845	$21.8M	0.27%	+21,363	Timeline
EFAISHARES TR	219,048	$21.3M	0.27%	+468	Timeline
ALLALLSTATE CORP	102,379	$21.2M	0.26%	+6,809	Timeline
USBUS BANCORP	401,070	$20.9M	0.26%	+10,722	Timeline
AMTAMERICAN TOWER CORP	119,749	$20.7M	0.26%	+13,413	Timeline
IEMGISHARES INC	295,306	$20.6M	0.26%	+17,647	Timeline
XLKSELECT SECTOR SPDR TR	154,972	$20.6M	0.26%	-477	Timeline
IWPISHARES TR	159,564	$20.4M	0.25%	+4,297	Timeline
CASYCASEYS GEN STORES INC	27,683	$20.1M	0.25%	-646	Timeline
VWOVANGUARD INTL EQUITY INDEX F	371,857	$20.1M	0.25%	+19,123	Timeline
LRCXLAM RESEARCH CORP	93,222	$19.9M	0.25%	-15,297	Timeline
PNWPINNACLE WEST CAP CORP	196,849	$19.8M	0.25%	-357	Timeline
PYPLPAYPAL HLDGS INC	427,025	$19.3M	0.24%	-12,763	Timeline
SBUXSTARBUCKS CORP	214,398	$19.2M	0.24%	+13,407	Timeline
DGXQUEST DIAGNOSTICS INC	95,200	$18.7M	0.23%	-300	Timeline
PLDPROLOGIS INC.	139,250	$18.4M	0.23%	-1,890	Timeline
AFLAFLAC INC	162,975	$17.9M	0.22%	+153,925	Timeline
SLBSLB LIMITED	339,511	$17.4M	0.22%	-3,995	Timeline
DUKDUKE ENERGY CORP NEW	132,749	$17.4M	0.22%	-2,342	Timeline
ISRGINTUITIVE SURGICAL INC	35,929	$16.6M	0.21%	+2,370	Timeline
SDYSPDR SERIES TRUST	111,237	$16.2M	0.2%	-2,296	Timeline
VUGVANGUARD INDEX FDS	36,628	$16M	0.2%	+4,892	Timeline
RFREGIONS FINANCIAL CORP NEW	610,658	$16M	0.2%	+1,339	Timeline
TGTTARGET CORP	129,036	$15.6M	0.2%	+25,625	Timeline
TRPTC ENERGY CORP	245,413	$15.4M	0.19%	-8,733	Timeline
APDAIR PRODUCTS AND CHEMICALS I	51,151	$14.9M	0.19%	+5,487	Timeline
ADBEADOBE INC	61,071	$14.8M	0.19%	+5,194	Timeline
CTASCINTAS CORP	86,332	$14.6M	0.18%	+18,904	Timeline
SCHDSCHWAB STRATEGIC TR	473,275	$14.5M	0.18%	-210,996	Timeline
VTVVANGUARD INDEX FDS	73,995	$14.5M	0.18%	+13,233	Timeline
CPCANADIAN PACIFIC KANSAS CITY	184,391	$14.5M	0.18%	+4,833	Timeline
IBMINTERNATIONAL BUSINESS MACHS	59,618	$14.5M	0.18%	-1,412	Timeline
PANWPALO ALTO NETWORKS INC	89,601	$14.4M	0.18%	+1,405	Timeline
CSXCSX CORP	346,231	$14.2M	0.18%	+2,444	Timeline
ZTSZOETIS INC	118,072	$14M	0.17%	+24,378	Timeline
LHLABCORP HOLDINGS INC	52,178	$13.9M	0.17%	-357	Timeline
IAUISHARES GOLD TR	155,781	$13.7M	0.17%	+9,306	Timeline
FITBFIFTH THIRD BANCORP	290,369	$13.5M	0.17%	+1,721	Timeline
ACNACCENTURE PLC IRELAND	67,548	$13.4M	0.17%	+34,529	Timeline
TFCTRUIST FINL CORP	289,829	$13.3M	0.17%	+70	Timeline
CHDCHURCH & DWIGHT CO INC	141,281	$13.2M	0.16%	+1,339	Timeline
KKRKKR & CO INC	141,805	$13.1M	0.16%	+13,816	Timeline
SYKSTRYKER CORPORATION	39,027	$12.8M	0.16%	+832	Timeline
DISDISNEY WALT CO	131,970	$12.7M	0.16%	-1,196	Timeline
AEPAMERICAN ELEC PWR CO INC	96,251	$12.6M	0.16%	-2,462	Timeline
SCHRSCHWAB STRATEGIC TR	499,367	$12.4M	0.16%	-460,671	Timeline
QQQINVESCO QQQ TR	21,339	$12.3M	0.15%	+6,779	Timeline
PRUPRUDENTIAL FINL INC	124,442	$12.2M	0.15%	-1,040	Timeline
VOTVANGUARD INDEX FDS	46,473	$12M	0.15%	+2,189	Timeline
SONSONOCO PRODS CO	219,379	$11.9M	0.15%	+403	Timeline
APHAMPHENOL CORP	90,388	$11.4M	0.14%	+386	Timeline
FTVFORTIVE CORP	202,294	$11.2M	0.14%	+10,688	Timeline
UNHUNITEDHEALTH GROUP INC	41,014	$11.1M	0.14%	-3,708	Timeline
DFEMDIMENSIONAL ETF TRUST	311,106	$10.7M	0.13%	+26,846	Timeline
MGAMAGNA INTL INC	192,226	$10.7M	0.13%	-4,380	Timeline
VOEVANGUARD INDEX FDS	57,682	$10.6M	0.13%	+329	Timeline
AVYAVERY DENNISON CORP	61,280	$10.6M	0.13%	+5,124	Timeline
UPSUNITED PARCEL SVCS INC	107,496	$10.6M	0.13%	-1,110	Timeline
LKQLKQ CORP	354,082	$10.4M	0.13%	+10,453	Timeline
IDXXIDEXX LABS INC	18,024	$10.1M	0.13%	+274	Timeline
NOWSERVICENOW INC	96,235	$10.1M	0.13%	-16,431	Timeline
IWRISHARES TR	102,419	$9.96M	0.12%	+21,370	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	50,885	$9.94M	0.12%	+10,496	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	127,381	$9.94M	0.12%	+3,104	Timeline
GLDSPDR GOLD TR	22,611	$9.73M	0.12%	+1,431	Timeline
SCHASCHWAB STRATEGIC TR	327,824	$9.53M	0.12%	-1,462	Timeline
GEGE AEROSPACE	33,223	$9.43M	0.12%	-954	Timeline
PLTRPALANTIR TECHNOLOGIES INC	63,010	$9.22M	0.11%	+11,141	Timeline
BDXBECTON DICKINSON & CO	56,867	$8.94M	0.11%	+1,293	Timeline
VBVANGUARD INDEX FDS	32,580	$8.53M	0.11%	+1,213	Timeline
URIUNITED RENTALS INC	11,709	$8.53M	0.11%	-515	Timeline
SHWSHERWIN WILLIAMS CO	26,379	$8.46M	0.11%	+192	Timeline
SNPSSYNOPSYS INC	21,058	$8.35M	0.1%	-616	Timeline
MPWRMONOLITHIC PWR SYS INC	7,418	$8.11M	0.1%	+212	Timeline
SNASNAP ON INC	22,001	$7.99M	0.1%	-135	Timeline
IWMISHARES TR	31,859	$7.9M	0.1%	-632	Timeline
LECOLINCOLN ELEC HLDGS INC	31,421	$7.83M	0.1%	+372	Timeline
HASHASBRO INC	82,366	$7.71M	0.1%	-892	Timeline
SHOPSHOPIFY INC	64,050	$7.6M	0.09%	+65	Timeline
NEMNEWMONT CORP	69,971	$7.57M	0.09%	-2,530	Timeline
INTCINTEL CORP	170,594	$7.53M	0.09%	-10,646	Timeline
VYMVANGUARD WHITEHALL FDS	50,745	$7.52M	0.09%	-46,129	Timeline
MNSTMONSTER BEVERAGE CORP NEW	103,101	$7.47M	0.09%	new	Timeline
PWRQUANTA SVCS INC	13,550	$7.44M	0.09%	+12,181	Timeline
SPSBSPDR SERIES TRUST	247,310	$7.44M	0.09%	+31,497	Timeline
MKCMCCORMICK & CO INC	142,224	$7.17M	0.09%	+2,946	Timeline
CBSHCOMMERCE BANCSHARES INC	144,172	$7.09M	0.09%	-1,670	Timeline
GEVGE VERNOVA INC	8,092	$7.06M	0.09%	-185	Timeline
BMYBRISTOL-MYERS SQUIBB CO	116,266	$7.05M	0.09%	-4,106	Timeline
UHAL-BU HAUL HOLDING COMPANY	153,852	$6.87M	0.09%	+5,232	Timeline
GSKGSK PLC	123,256	$6.8M	0.08%	-4,486	Timeline
PFEPFIZER INC	227,981	$6.4M	0.08%	-1,916	Timeline
LOWLOWES COS INC	26,747	$6.32M	0.08%	-153	Timeline
DFACDIMENSIONAL ETF TRUST	161,210	$6.26M	0.08%	+3,503	Timeline
IDEVISHARES TR	73,271	$6.12M	0.08%	+40	Timeline
SPSMSPDR SERIES TRUST	126,702	$6.12M	0.08%	-1,724	Timeline
XLISELECT SECTOR SPDR TR	37,451	$6.06M	0.08%	+102	Timeline
INTUINTUIT	13,628	$5.89M	0.07%	-5,544	Timeline
ELSEQUITY LIFESTYLE PROPERTIES	92,499	$5.77M	0.07%	+31,016	Timeline
CVSCVS HEALTH CORP	80,249	$5.76M	0.07%	-1,983	Timeline
IVWISHARES TR	50,567	$5.72M	0.07%	-970	Timeline
FISFIDELITY NATL INFORMATION SV	121,732	$5.71M	0.07%	+4,889	Timeline
SIXAEXCHANGE TRADED CONCEPTS TRU	109,025	$5.68M	0.07%	0	Timeline
CMICUMMINS INC	10,489	$5.64M	0.07%	+9,187	Timeline
SPYMSPDR SERIES TRUST	73,275	$5.61M	0.07%	-125	Timeline
IWSISHARES TR	37,945	$5.53M	0.07%	+2,028	Timeline
MUBISHARES TR	51,668	$5.48M	0.07%	+12,994	Timeline
UMBFUMB FINL CORP	48,416	$5.46M	0.07%	-1,240	Timeline
VBRVANGUARD INDEX FDS	25,066	$5.45M	0.07%	-722	Timeline
EVRGEVERGY INC	65,885	$5.4M	0.07%	-4,761	Timeline
HRBBLOCK H & R INC	167,138	$5.3M	0.07%	-3,190	Timeline
MAMASTERCARD INCORPORATED	10,537	$5.26M	0.07%	-279	Timeline
TJXTJX COS INC NEW	32,857	$5.25M	0.07%	-450	Timeline
ABTABBOTT LABORATORIES	49,883	$5.12M	0.06%	-946	Timeline
SLYVSPDR SERIES TRUST	53,793	$5.09M	0.06%	-313	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	7	$5.03M	0.06%	0	Timeline
XLVSELECT SECTOR SPDR TR	34,096	$5M	0.06%	+1,351	Timeline
XLYSELECT SECTOR SPDR TR	45,641	$4.97M	0.06%	-172	Timeline
XLFSELECT SECTOR SPDR TR	99,089	$4.89M	0.06%	-554	Timeline
PGRPROGRESSIVE CORP	24,558	$4.87M	0.06%	-8,452	Timeline
IWBISHARES TR	13,581	$4.84M	0.06%	+1,378	Timeline
DDOGDATADOG INC	40,878	$4.83M	0.06%	+2,286	Timeline
SPOTSPOTIFY TECHNOLOGY S A	9,792	$4.75M	0.06%	-2,656	Timeline
FOXAFOX CORP	81,295	$4.75M	0.06%	-2,841	Timeline
CWISPDR INDEX SHS FDS	129,674	$4.74M	0.06%	+535	Timeline
CRLCHARLES RIV LABS INTL INC	26,910	$4.64M	0.06%	+28	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	13,605	$4.6M	0.06%	-846	Timeline
SLVISHARES SILVER TR	67,024	$4.57M	0.06%	-1,365	Timeline
ARMARM HOLDINGS PLC	29,541	$4.47M	0.06%	new	Timeline
VIGVANGUARD SPECIALIZED FUNDS	20,441	$4.4M	0.05%	+3,184	Timeline
CRCLCIRCLE INTERNET GROUP INC	45,491	$4.34M	0.05%	-3,009	Timeline
ORCLORACLE CORP	28,844	$4.24M	0.05%	-1,540	Timeline
AGGISHARES TR	41,675	$4.14M	0.05%	+9,580	Timeline
IUSGISHARES TR	25,836	$4.01M	0.05%	+271	Timeline
IJJISHARES TR	29,895	$3.96M	0.05%	+244	Timeline
COFCAPITAL ONE FINL CORP	21,697	$3.96M	0.05%	+18,461	Timeline
WORWORTHINGTON ENTERPRISES INC	73,863	$3.85M	0.05%	-1,822	Timeline
DONWISDOMTREE TR	72,075	$3.79M	0.05%	+348	Timeline
PSXPHILLIPS 66	19,880	$3.62M	0.05%	-269	Timeline
IYWISHARES TR	19,377	$3.52M	0.04%	+12	Timeline
BKHBLACK HILLS CORP	49,953	$3.47M	0.04%	-1,459	Timeline
HRLHORMEL FOODS CORP	151,121	$3.42M	0.04%	-2,094	Timeline
PSKSPDR SERIES TRUST	110,928	$3.42M	0.04%	-25,124	Timeline
IJKISHARES TR	33,868	$3.41M	0.04%	-894	Timeline
ESGDISHARES TR	35,345	$3.38M	0.04%	+1,885	Timeline
CEGCONSTELLATION ENERGY CORP	12,081	$3.37M	0.04%	-287	Timeline
VBKVANGUARD INDEX FDS	11,129	$3.36M	0.04%	+315	Timeline
IVEISHARES TR	15,901	$3.36M	0.04%	+78	Timeline
VMIVALMONT INDS INC	8,344	$3.33M	0.04%	+125	Timeline
IWOISHARES TR	10,432	$3.27M	0.04%	-664	Timeline
PHGKONINKLIJKE PHILIPS N V	115,924	$3.18M	0.04%	-6,515	Timeline
XLESELECT SECTOR SPDR TR	51,460	$3.15M	0.04%	+1,432	Timeline
PAYXPAYCHEX INC	34,075	$3.14M	0.04%	-2,143	Timeline
MMM3M CO	21,605	$3.14M	0.04%	+360	Timeline
IWNISHARES TR	16,405	$3.11M	0.04%	+219	Timeline
SPGIS&P GLOBAL INC	7,305	$3.11M	0.04%	-8,770	Timeline
ITWILLINOIS TOOL WKS INC	11,877	$3.09M	0.04%	-1,474	Timeline
BLKBLACKROCK INC	3,182	$3.06M	0.04%	-324	Timeline
KMBKIMBERLY-CLARK CORP	31,488	$3.04M	0.04%	-936	Timeline
TAT&T INC	102,656	$2.98M	0.04%	+11,766	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	52,483	$2.91M	0.04%	+34,005	Timeline
KRKROGER CO	39,638	$2.87M	0.04%	+132	Timeline
IPINTERNATIONAL PAPER CO	79,571	$2.84M	0.04%	+1,359	Timeline
SCHXSCHWAB STRATEGIC TR	108,999	$2.79M	0.03%	-3,403	Timeline
DVYISHARES TR	18,305	$2.77M	0.03%	+1,553	Timeline
IJSISHARES TR	23,389	$2.77M	0.03%	+708	Timeline
XLPSELECT SECTOR SPDR TR	33,615	$2.76M	0.03%	+899	Timeline
XLBSELECT SECTOR SPDR TR	54,274	$2.71M	0.03%	+4,708	Timeline
EXCEXELON CORP	54,826	$2.69M	0.03%	-915	Timeline
EEMISHARES TR	47,275	$2.68M	0.03%	-2,158	Timeline
WINGWINGSTOP INC	17,245	$2.67M	0.03%	+772	Timeline
CLCOLGATE PALMOLIVE CO	31,183	$2.66M	0.03%	-1,425	Timeline
ADPAUTOMATIC DATA PROCESSING IN	13,033	$2.65M	0.03%	-453	Timeline
FEFIRSTENERGY CORP	51,149	$2.59M	0.03%	-3,358	Timeline
CTVACORTEVA INC	30,512	$2.55M	0.03%	-2,198	Timeline
BABOEING CO	12,295	$2.45M	0.03%	-1,040	Timeline
BACBANK OF AMER CORP	49,536	$2.41M	0.03%	-5,593	Timeline
VEUVANGUARD INTL EQUITY INDEX F	31,921	$2.4M	0.03%	+5,479	Timeline
CWTCALIFORNIA WTR SVC GROUP	52,833	$2.4M	0.03%	-1,595	Timeline
RBLXROBLOX CORP	42,016	$2.38M	0.03%	+38,324	Timeline
VTEBVANGUARD MUN BD FDS	47,003	$2.34M	0.03%	+2,109	Timeline
DFATDIMENSIONAL ETF TRUST	37,235	$2.33M	0.03%	-2,018	Timeline
MBBISHARES TR	24,146	$2.29M	0.03%	+20,419	Timeline
GSGOLDMAN SACHS GROUP INC	2,697	$2.28M	0.03%	-51	Timeline
SCHHSCHWAB STRATEGIC TR	105,910	$2.28M	0.03%	0	Timeline
IDVISHARES TR	53,141	$2.26M	0.03%	+2,594	Timeline
WSWORTHINGTON STL INC	73,887	$2.24M	0.03%	-2,051	Timeline
ITOTISHARES TR	15,710	$2.24M	0.03%	+57	Timeline
DDOMINION ENERGY INC	35,689	$2.21M	0.03%	-694	Timeline
IEFISHARES TR	22,649	$2.16M	0.03%	-1,226	Timeline
DRIDARDEN RESTAURANTS INC	10,890	$2.13M	0.03%	+180	Timeline
TXNTEXAS INSTRS INC	10,779	$2.09M	0.03%	-3,130	Timeline
IWYISHARES TR	8,405	$2.09M	0.03%	+822	Timeline
GPCGENUINE PARTS CO	19,540	$2.07M	0.03%	-926	Timeline
VCITVANGUARD SCOTTSDALE FDS	24,929	$2.06M	0.03%	+1,081	Timeline
NSCNORFOLK SOUTHN CORP	7,123	$2.04M	0.03%	+1,177	Timeline
SHYISHARES TR	24,649	$2.04M	0.03%	+2,933	Timeline
DESWISDOMTREE TR	56,261	$2.02M	0.03%	-1,259	Timeline
AXPAMERICAN EXPRESS CO	6,563	$1.99M	0.02%	-286	Timeline
DIVOAMPLIFY ETF TR	43,834	$1.97M	0.02%	-1,075	Timeline
ACLCAMERICAN CENTY ETF TR	26,458	$1.95M	0.02%	+4,670	Timeline
VGTVANGUARD WORLD FD	2,791	$1.95M	0.02%	-271	Timeline
JCIJOHNSON CONTROLS INTERNATION	14,736	$1.93M	0.02%	-71	Timeline
AEEAMEREN CORP	17,492	$1.92M	0.02%	+2,302	Timeline
GISGENERAL MILLS INC	51,550	$1.92M	0.02%	-2,299	Timeline
KLACKLA CORP	1,281	$1.89M	0.02%	-17	Timeline
STMSTMICROELECTRONICS N V	54,447	$1.88M	0.02%	+406	Timeline
DISVDIMENSIONAL ETF TRUST	47,680	$1.88M	0.02%	+3,185	Timeline
EFSCENTERPRISE FINL SVCS CORP	33,589	$1.82M	0.02%	-5,058	Timeline
ORLYOREILLY AUTOMOTIVE INC	19,567	$1.81M	0.02%	-24	Timeline
MDLZMONDELEZ INTL INC	30,548	$1.76M	0.02%	-1,831	Timeline
EFGISHARES TR	15,450	$1.72M	0.02%	+145	Timeline
DFUSDIMENSIONAL ETF TRUST	23,874	$1.69M	0.02%	0	Timeline
ITMVANECK ETF TRUST	35,845	$1.66M	0.02%	-1,119	Timeline
WFCWELLS FARGO & CO	20,904	$1.66M	0.02%	+3,015	Timeline
RSPINVESCO EXCHANGE TRADED FD T	8,670	$1.66M	0.02%	-67	Timeline
SCZISHARES TR	21,091	$1.65M	0.02%	+20	Timeline
PFFISHARES TR	54,467	$1.65M	0.02%	+1,072	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,201	$1.64M	0.02%	-1	Timeline
MOALTRIA GROUP INC	24,607	$1.62M	0.02%	+3,338	Timeline
SHELSHELL PLC	17,453	$1.62M	0.02%	-1,539	Timeline
VTVANGUARD INTL EQUITY INDEX F	11,731	$1.62M	0.02%	+1,683	Timeline
IWVISHARES TR	4,123	$1.53M	0.02%	0	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	50,513	$1.52M	0.02%	-882	Timeline
WBDWARNER BROS DISCOVERY INC	55,394	$1.52M	0.02%	+636	Timeline
VVVANGUARD INDEX FDS	4,919	$1.47M	0.02%	+192	Timeline
BNDVANGUARD BD INDEX FDS	19,930	$1.47M	0.02%	-7,814	Timeline
BPBP PLC	30,572	$1.44M	0.02%	-2,884	Timeline
MCKMCKESSON CORP	1,656	$1.43M	0.02%	+417	Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	19,731	$1.43M	0.02%	-1,712	Timeline
HSYHERSHEY CO	6,726	$1.4M	0.02%	+400	Timeline
AMDADVANCED MICRO DEVICES INC	6,663	$1.36M	0.02%	-387	Timeline
ADIANALOG DEVICES INC	4,257	$1.35M	0.02%	-273	Timeline
IBITISHARES BITCOIN TRUST ETF	34,254	$1.32M	0.02%	+18,826	Timeline
SUBISHARES TR	12,317	$1.31M	0.02%	+1,913	Timeline
XLUSELECT SECTOR SPDR TR	28,559	$1.31M	0.02%	+60	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	40,654	$1.3M	0.02%	-128,246	Timeline
GILDGILEAD SCIENCES INC	9,315	$1.3M	0.02%	-1,721	Timeline
HYGISHARES TR	15,802	$1.26M	0.02%	-401	Timeline
MGKVANGUARD WORLD FD	3,413	$1.25M	0.02%	-29	Timeline
IJTISHARES TR	8,649	$1.25M	0.02%	+864	Timeline
SPIBSPDR SERIES TRUST	37,275	$1.25M	0.02%	new	Timeline
YUMYUM BRANDS INC	8,039	$1.25M	0.02%	-337	Timeline
VRPINVESCO EXCH TRADED FD TR II	52,071	$1.25M	0.02%	+6,656	Timeline
MSCIMSCI INC	2,278	$1.23M	0.02%	-132	Timeline
DFAXDIMENSIONAL ETF TRUST	35,343	$1.2M	0.01%	+731	Timeline
SOXXISHARES TR	3,574	$1.17M	0.01%	0	Timeline
VTIPVANGUARD MALVERN FDS	23,348	$1.17M	0.01%	+573	Timeline
VLOVALERO ENERGY CORP	4,664	$1.15M	0.01%	+558	Timeline
DFUVDIMENSIONAL ETF TRUST	22,999	$1.11M	0.01%	0	Timeline
CMECME GROUP INC	3,621	$1.07M	0.01%	+300	Timeline
IGSBISHARES TR	20,058	$1.05M	0.01%	+1,204	Timeline
SUSAISHARES TR	7,950	$1.05M	0.01%	+226	Timeline
LINLINDE PLC	2,098	$1.04M	0.01%	-1,055	Timeline
GDGENERAL DYNAMICS CORP	2,971	$1.02M	0.01%	+137	Timeline
ULUNILEVER PLC	17,831	$1.02M	0.01%	-803	Timeline
GRMNGARMIN LTD	4,296	$997K	0.01%	+463	Timeline
CMCSACOMCAST CORP NEW	34,384	$987K	0.01%	-3,777	Timeline
DIASTATE STR SPDR DOW JONES IND	2,090	$968K	0.01%	-92	Timeline
ADXADAMS DIVERSIFIED EQUITY FD	44,093	$965K	0.01%	-1,209	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	19,032	$963K	0.01%	new	Timeline
NKENIKE INC	17,861	$943K	0.01%	-2,345	Timeline
SJNKSPDR SERIES TRUST	37,420	$935K	0.01%	0	Timeline
VXUSVANGUARD STAR FDS	11,847	$914K	0.01%	+1,369	Timeline
FDXFEDEX CORP	2,537	$904K	0.01%	-665	Timeline
GOVTISHARES TR	38,401	$880K	0.01%	-2,236	Timeline
ESGVVANGUARD WORLD FD	7,827	$879K	0.01%	0	Timeline
WELLWELLTOWER INC	4,436	$877K	0.01%	-138	Timeline
TTTRANE TECHNOLOGIES PLC	2,074	$864K	0.01%	-88	Timeline
SLYGSPDR SERIES TRUST	8,667	$837K	0.01%	+123	Timeline
VCSHVANGUARD SCOTTSDALE FDS	10,457	$829K	0.01%	+2,636	Timeline
IBBISHARES TR	4,894	$826K	0.01%	+1,343	Timeline
VONEVANGUARD SCOTTSDALE FDS	2,796	$825K	0.01%	0	Timeline
DFIVDIMENSIONAL ETF TRUST	15,492	$818K	0.01%	+3,090	Timeline
DGRWWISDOMTREE TR	9,188	$807K	0.01%	+1	Timeline
ACWXISHARES TR	11,531	$790K	0.01%	+339	Timeline
HDVISHARES TR	5,816	$789K	0.01%	-241	Timeline
QUALISHARES TR	4,061	$779K	0.01%	-625	Timeline
AEMAGNICO EAGLE MINES LTD	3,837	$779K	0.01%	-511	Timeline
WYWEYERHAEUSER CO	31,426	$768K	0.01%	0	Timeline
VGITVANGUARD SCOTTSDALE FDS	12,868	$766K	0.01%	-253	Timeline
DSIISHARES TR	6,214	$753K	0.01%	+339	Timeline
NUSCNUSHARES ETF TR	16,700	$753K	0.01%	0	Timeline
TLTISHARES TR	8,659	$751K	0.01%	+1,791	Timeline
SRCE1ST SOURCE CORP	10,837	$750K	0.01%	-450	Timeline
PAVEGLOBAL X FDS	14,612	$742K	0.01%	-1,335	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	13,957	$736K	0.01%	-797	Timeline
LWLAMB WESTON HLDGS INC	17,212	$727K	0.01%	-315	Timeline
DFAEDIMENSIONAL ETF TRUST	21,470	$727K	0.01%	0	Timeline
PHPARKER-HANNIFIN CORP	798	$714K	0.01%	+369	Timeline
VXFVANGUARD INDEX FDS	3,459	$712K	0.01%	-205	Timeline
JKHYHENRY JACK & ASSOC INC	4,465	$706K	0.01%	+1,692	Timeline
ITAISHARES TR	3,213	$703K	0.01%	-36	Timeline
ETENERGY TRANSFER L P	35,965	$694K	0.01%	+17,043	Timeline
IXPISHARES TR	6,000	$689K	0.01%	0	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	4,344	$683K	0.01%	+188	Timeline
SPYGSPDR SERIES TRUST	6,937	$679K	0.01%	-53	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	9,379	$668K	0.01%	-191	Timeline
MRSHMARSH & MCLENNAN COS INC	3,827	$664K	0.01%	-335	Timeline
AJGGALLAGHER ARTHUR J & CO	3,017	$653K	0.01%	-46	Timeline
CDECOEUR MNG INC	34,768	$653K	0.01%	new	Timeline
USMVISHARES TR	7,031	$652K	0.01%	-339	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	1,657	$649K	0.01%	-332	Timeline
VONGVANGUARD SCOTTSDALE FDS	5,896	$647K	0.01%	0	Timeline
FCXFREEPORT MCMORAN INC	10,909	$641K	0.01%	-497	Timeline
DDDUPONT DE NEMOURS INC	13,909	$637K	0.01%	-1,469	Timeline
XLCSELECT SECTOR SPDR TR	5,733	$636K	0.01%	+25	Timeline
AROWARROW FINL CORP	18,854	$633K	0.01%	+2,000	Timeline
SYYSYSCO CORP	8,822	$629K	0.01%	-302	Timeline
BMOBANK OF MONTREAL	4,632	$627K	0.01%	-748	Timeline
EPDENTERPRISE PRODS PARTNERS L	16,508	$625K	0.01%	+3,650	Timeline
CWBSPDR SERIES TRUST	6,815	$624K	0.01%	+3,000	Timeline
BUSEFIRST BUSEY CORP	24,590	$621K	0.01%	-1,200	Timeline
ARCCARES CAPITAL CORP	34,401	$620K	0.01%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	9,849	$618K	0.01%	-266	Timeline
OKEONEOK INC NEW	6,732	$609K	0.01%	+257	Timeline
EWJISHARES INC	7,191	$607K	0.01%	-36	Timeline
CBTCABOT CORP	8,041	$606K	0.01%	-415	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,737	$600K	0.01%	+114	Timeline
SCHMSCHWAB STRATEGIC TR	19,304	$598K	0.01%	0	Timeline
LUVSOUTHWEST AIRLS CO	15,861	$596K	0.01%	-161	Timeline
VFCV F CORP	35,019	$595K	0.01%	-444	Timeline
RKTROCKET COS INC	41,705	$594K	0.01%	+289	Timeline
ANETARISTA NETWORKS INC	4,834	$594K	0.01%	-479	Timeline
CPBTHE CAMPBELLS COMPANY	26,099	$581K	0.01%	-1,285	Timeline
EFVISHARES TR	7,766	$577K	0.01%	+442	Timeline
TMUST-MOBILE US INC	2,732	$574K	0.01%	+983	Timeline
CCICROWN CASTLE INC	7,054	$574K	0.01%	-1,437	Timeline
UBERUBER TECHNOLOGIES INC	7,925	$570K	0.01%	+2,445	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	18,949	$568K	0.01%	-345	Timeline
WECWEC ENERGY GROUP INC	4,900	$567K	0.01%	-2,873	Timeline
BNYBANK OF NY MELLON CORP	4,781	$567K	0.01%	-226	Timeline
XNTKSPDR SERIES TRUST	2,200	$562K	0.01%	0	Timeline
IEIISHARES TR	4,718	$560K	0.01%	-188	Timeline
SUNSUNOCO LP/SUNOCO FIN CORP	8,482	$551K	0.01%	+887	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	8,680	$544K	0.01%	-545	Timeline
ESGUISHARES TR	3,828	$541K	0.01%	-171	Timeline
SPYVSPDR SERIES TRUST	9,553	$541K	0.01%	-6	Timeline
MLMMARTIN MARIETTA MATLS INC	910	$536K	0.01%	+4	Timeline
VSSVANGUARD INTL EQUITY INDEX F	3,615	$527K	0.01%	+53	Timeline
CITHE CIGNA GROUP	1,959	$523K	0.01%	-98	Timeline
FNDXSCHWAB STRATEGIC TR	18,604	$518K	0.01%	-750	Timeline
SPDWSPDR INDEX SHS FDS	11,244	$513K	0.01%	+2,600	Timeline
TSCOTRACTOR SUPPLY CO	11,219	$508K	0.01%	+509	Timeline
FASTFASTENAL CO	10,926	$507K	0.01%	-534	Timeline
VSGXVANGUARD WORLD FD	7,050	$506K	0.01%	0	Timeline
VUSBVANGUARD BD INDEX FDS	10,137	$505K	0.01%	+83	Timeline
AZNASTRAZENECA PLC	2,551	$503K	0.01%	new	Timeline
IUSBISHARES TR	10,609	$490K	0.01%	+2,177	Timeline
RSGREPUBLIC SVCS INC	2,236	$490K	0.01%	+600	Timeline
BAXBAXTER INTL INC	28,898	$485K	0.01%	-2,785	Timeline
CEFSPROTT ASSET MANAGEMENT LP	10,085	$481K	0.01%	-1,600	Timeline
LQDISHARES TR	4,383	$478K	0.01%	+785	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,718	$477K	0.01%	-49	Timeline
KTBKONTOOR BRANDS INC	6,748	$474K	0.01%	+8	Timeline
JMTGJ P MORGAN EXCHANGE TRADED F	9,273	$473K	0.01%	0	Timeline
MGCVANGUARD WORLD FD	2,000	$473K	0.01%	0	Timeline
DGROISHARES TR	6,664	$468K	0.01%	+1,323	Timeline
KMIKINDER MORGAN INC DEL	13,830	$464K	0.01%	+210	Timeline
IYZISHARES TR	11,671	$459K	0.01%	0	Timeline
VRTVERTIV HOLDINGS CO	1,827	$458K	0.01%	+78	Timeline
ESGEISHARES INC	10,055	$457K	0.01%	-98	Timeline
TTEKTETRA TECH INC NEW	15,179	$457K	0.01%	-586	Timeline
NRGNRG ENERGY INC	3,116	$455K	0.01%	0	Timeline
NVTNVENT ELEC PLC	3,825	$452K	0.01%	new	Timeline
IQLTISHARES TR	9,695	$448K	0.01%	+120	Timeline
EFXEQUIFAX INC	2,467	$444K	0.01%	0	Timeline
VOOGVANGUARD ADMIRAL FDS INC	1,070	$436K	0.01%	new	Timeline
DLNWISDOMTREE TR	4,809	$430K	0.01%	-38	Timeline
JMOMJ P MORGAN EXCHANGE TRADED F	6,286	$427K	0.01%	new	Timeline
METMETLIFE INC	5,801	$410K	0.01%	-291	Timeline
EMEEMCOR GROUP INC	549	$405K	0.01%	+2	Timeline
CAGCONAGRA BRANDS INC	25,780	$405K	0.01%	-798	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	4,448	$402K	0.01%	-297	Timeline
EOGEOG RES INC	2,754	$398K	<0.01%	-193	Timeline
BSVVANGUARD BD INDEX FDS	5,049	$396K	<0.01%	+627	Timeline
EDCONSOLIDATED EDISON INC	3,481	$394K	<0.01%	-575	Timeline
ESMLISHARES TR	8,211	$386K	<0.01%	+281	Timeline
OREALTY INCOME CORP	6,270	$384K	<0.01%	+1,006	Timeline
BTIBRITISH AMERN TOB PLC	6,554	$383K	<0.01%	-2,959	Timeline
GDXVANECK ETF TRUST	4,169	$383K	<0.01%	+115	Timeline
AGIALAMOS GOLD INC	8,600	$382K	<0.01%	-2,200	Timeline
CLXCLOROX CO DEL	3,677	$381K	<0.01%	-200	Timeline
DOVDOVER CORP	1,825	$380K	<0.01%	0	Timeline
PHMPULTE GROUP INC	3,208	$377K	<0.01%	-172	Timeline
IGVISHARES TR	4,707	$377K	<0.01%	new	Timeline
OEFISHARES TR	1,178	$375K	<0.01%	+114	Timeline
KRESPDR SERIES TRUST	5,713	$372K	<0.01%	-345	Timeline
IGIBISHARES TR	6,985	$372K	<0.01%	new	Timeline
IYTISHARES TR	4,964	$370K	<0.01%	0	Timeline
BALLBALL CORP	6,250	$369K	<0.01%	-722	Timeline
MUMICRON TECHNOLOGY INC	1,079	$365K	<0.01%	-413	Timeline
DFSEDIMENSIONAL ETF TRUST	8,557	$363K	<0.01%	+178	Timeline
TIPISHARES TR	3,224	$356K	<0.01%	+677	Timeline
JNKSPDR SERIES TRUST	3,716	$356K	<0.01%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	6,282	$354K	<0.01%	-94	Timeline
DTDWISDOMTREE TR	4,088	$353K	<0.01%	-32	Timeline
FFORD MTR CO	30,560	$353K	<0.01%	-2,845	Timeline
DFAUDIMENSIONAL ETF TRUST	7,800	$352K	<0.01%	+30	Timeline
CCITIGROUP INC	3,100	$352K	<0.01%	+3	Timeline
MTBM & T BK CORP	1,687	$349K	<0.01%	-2	Timeline
RWRSPDR SERIES TRUST	3,418	$345K	<0.01%	-3,387	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	5,626	$345K	<0.01%	new	Timeline
GWWWW GRAINGER INC	315	$344K	<0.01%	new	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	5,217	$337K	<0.01%	-522	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	4,147	$336K	<0.01%	+8	Timeline
CORCENCORA INC	1,063	$334K	<0.01%	+30	Timeline
UTLUNITIL CORP	6,379	$333K	<0.01%	0	Timeline
DFNMDIMENSIONAL ETF TRUST	6,882	$330K	<0.01%	0	Timeline

Sold out in Q1 2026

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

Security	Shares before	Value before	Type
DKNGDRAFTKINGS INC NEW	91,891	$3.17M	shares
NGDNEW GOLD INC	93,900	$818K	shares
QQNITY ELECTRONICS INC	7,372	$602K	shares
DELLDELL TECHNOLOGIES INC	3,641	$458K	shares
VTRSVIATRIS INC	30,396	$378K	shares
SLVMSYLVAMO CORP	6,637	$320K	shares
GMGENERAL MTRS CO	3,595	$292K	shares
FNDASCHWAB STRATEGIC TR	8,778	$277K	shares
BABAALIBABA GROUP HLDG LTD	1,794	$263K	shares
LULULULULEMON ATHLETICA INC	1,218	$253K	shares
GSLCGOLDMAN SACHS ETF TR	1,859	$246K	shares
TRITHOMSON REUTERS CORP	1,859	$245K	shares
ELLAUDER ESTEE COS INC	2,341	$245K	shares
AVUVAMERICAN CENTY ETF TR	2,369	$242K	shares
OBDCBLUE OWL CAPITAL CORPORATION	19,253	$239K	shares
FTREFORTREA HLDGS INC	13,702	$236K	shares
ROPROPER TECHNOLOGIES INC	523	$233K	shares
SNYSANOFI SA	4,724	$229K	shares
HOODROBINHOOD MKTS INC	2,006	$227K	shares
KDKYNDRYL HLDGS INC	8,488	$225K	shares
STPZPIMCO ETF TR	4,100	$220K	shares
OMCOMNICOM GROUP INC	2,723	$220K	shares
FBTCFIDELITY WISE ORIGIN BITCOIN	2,813	$214K	shares
TQQQPROSHARES TR	4,060	$214K	shares
VGSHVANGUARD SCOTTSDALE FDS	3,578	$210K	shares
XELXCEL ENERGY INC	2,843	$210K	shares
BOTZGLOBAL X FDS	5,760	$209K	shares
PHOINVESCO EXCHANGE TRADED FD T	2,934	$207K	shares
KHCKRAFT HEINZ CO	8,510	$206K	shares
VLTOVERALTO CORP	2,042	$204K	shares

How Q1 2026 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002077080-26-000009	base		2026-05-01	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC