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Triumph Capital Management Portfolio
$544.6M across 500 positions as of 2026-09-30, with 19% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.3%
-5.1% a year vs the S&P 500
3 years
+13.5%
-7.8% a year vs the S&P 500
5 years
+5.2%
-6.9% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +3.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $21.9M | 4.0% | 65,750 |
| VFLOVictoryShares Free Cash Flow ETF | $11.6M | 2.1% | 227,413 |
| SPYState Street SPDR S&P 500 ETF Trust | $11.2M | 2.1% | 14,741 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $10.4M | 1.9% | 132,285 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $9.5M | 1.8% | 231,254 |
| IVViShares Core S&P 500 ETF | $8.5M | 1.6% | 11,080 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $8.4M | 1.5% | 180,761 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $8.2M | 1.5% | 167,453 |
| QQQInvesco QQQ Trust, Series 1 | $7.5M | 1.4% | 10,183 |
| INNOVATOR ETFS TRUST | $7.1M | 1.3% | 181,623 |
| TLTiShares 20+ Year Treasury Bond ETF | $6.9M | 1.3% | 88,846 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $6.8M | 1.2% | 114,075 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $6.7M | 1.2% | 165,601 |
| FIRST TR EXCHNG TRADED FD VI | $6.7M | 1.2% | 282,822 |
| AMZNAmazon.com Inc | $6.3M | 1.2% | 25,296 |
| TLTiShares 20+ Year Treasury Bond ETFcall | $6.2M | 1.1% | 80,000 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $6.2M | 1.1% | 60,193 |
| NVDANVIDIA Corp | $6.1M | 1.1% | 26,534 |
| LMBSFirst Trust Low Duration Opportunities ETF | $5.7M | 1.1% | 118,308 |
| VICTORY PORTFOLIOS II | $5.7M | 1.0% | 170,878 |
| FIRST TR EXCHANGE-TRADED ALP | $5.7M | 1.0% | 42,804 |
| JPSTJPMorgan Ultra-Short Income ETF | $5.6M | 1.0% | 111,100 |
| SFLOVictoryShares Small Cap Free Cash Flow ETF | $5.4M | 1.0% | 145,436 |
| INNOVATOR ETFS TRUST | $5.3M | 1.0% | 147,772 |
| ISHARES TR | $5.2M | 1.0% | 256,063 |
| VICTORY PORTFOLIOS II | $5.2M | 1.0% | 147,326 |
| JPMJPMorgan Chase & Co | $4.9M | 0.9% | 14,871 |
| IGViShares Expanded Tech-Software Sector ETF | $4.9M | 0.9% | 45,789 |
| MSFTMicrosoft Corp | $4.9M | 0.9% | 9,463 |
| INNOVATOR ETFS TRUST | $4.5M | 0.8% | 131,583 |
| FIRST TR EXCHANGE-TRADED FD | $4.4M | 0.8% | 47,071 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $4.3M | 0.8% | 42,088 |
| LLYEli Lilly and Co | $3.9M | 0.7% | 3,370 |
| XLUState Street Utilities Select Sector SPDR ETF | $3.7M | 0.7% | 94,992 |
| BRK.BBerkshire Hathaway Inc | $3.7M | 0.7% | 7,523 |
| QUALiShares MSCI USA Quality Factor ETF | $3.7M | 0.7% | 16,459 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $3.6M | 0.7% | 40,449 |
| WFCWells Fargo & Co | $3.6M | 0.7% | 44,716 |
| VTVanguard Total World Stock Index ETF | $3.5M | 0.6% | 21,965 |
| IWRiShares Russell Mid-Cap ETF | $3.4M | 0.6% | 31,953 |
| DIMENSIONAL ETF TRUST | $3.3M | 0.6% | 59,209 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $3.1M | 0.6% | 17,592 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $3.1M | 0.6% | 57,386 |
| METAMeta Platforms Inc | $2.9M | 0.5% | 4,031 |
| DFIVDimensional International Value ETF | $2.9M | 0.5% | 51,726 |
| MANAGED PORTFOLIO SER | $2.9M | 0.5% | 110,879 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $2.9M | 0.5% | 27,608 |
| INNOVATOR ETFS TRUST | $2.7M | 0.5% | 77,784 |
| MUMicron Technology Inc | $2.7M | 0.5% | 2,505 |
| DIMENSIONAL ETF TRUST | $2.6M | 0.5% | 33,784 |
| JEPIJPMorgan Equity Premium Income ETF | $2.5M | 0.5% | 44,890 |
| FDLFirst Trust Morningstar ETF | $2.5M | 0.5% | 50,032 |
| MOATVanEck Morningstar Wide Moat ETF | $2.4M | 0.4% | 22,826 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $2.4M | 0.4% | 39,381 |
| XOMExxonmobil Holdings Corp | $2.3M | 0.4% | 13,984 |
| VANGUARD MALVERN FDS | $2.2M | 0.4% | 29,424 |
| MXLMaxlinear Inc | $2.2M | 0.4% | 24,041 |
| BNDVanguard Total Bond Market ETF | $2.1M | 0.4% | 30,067 |
| SOFISoFi Technologies Inc | $2.1M | 0.4% | 133,658 |
| FIRST TR EXCHANGE-TRADED FD | $2.1M | 0.4% | 75,332 |
| QQQMInvesco NASDAQ 100 ETF | $2.1M | 0.4% | 6,875 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $2.1M | 0.4% | 47,999 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $2.1M | 0.4% | 4,050 |
| DIMENSIONAL ETF TRUST | $2M | 0.4% | 47,966 |
| J P MORGAN EXCHANGE TRADED F | $2M | 0.4% | 18,860 |
| GOOGLAlphabet Inc | $2M | 0.4% | 5,731 |
| VANGUARD INSTL INDEX FD | $1.9M | 0.4% | 25,703 |
| AMDAdvanced Micro Devices Inc | $1.9M | 0.4% | 3,137 |
| RIVNRivian Automotive Inc | $1.9M | 0.4% | 127,879 |
| GMEGameStop Corp | $1.9M | 0.3% | 77,255 |
| PLTRPalantir Technologies Inc | $1.9M | 0.3% | 9,967 |
| ETF OPPORTUNITIES TRUST | $1.8M | 0.3% | 71,341 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $1.8M | 0.3% | 30,761 |
| PFEPfizer Inc | $1.8M | 0.3% | 61,895 |
| VOOVanguard S&P 500 ETF | $1.7M | 0.3% | 2,494 |
| DFATDimensional U.S. Targeted Value ETF | $1.7M | 0.3% | 26,194 |
| NLYAnnaly Capital Management Inc | $1.7M | 0.3% | 88,506 |
| FIRST TR EXCHANGE TRADED FD | $1.7M | 0.3% | 70,934 |
| KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF | $1.7M | 0.3% | 34,391 |
| TSLATesla Inc | $1.6M | 0.3% | 4,606 |
| OKEANIS ECO TANKERS COR | $1.6M | 0.3% | 19,742 |
| SPCXSpace Exploration Technologies Corp | $1.6M | 0.3% | 10,504 |
| HTGCHercules Capital Inc | $1.6M | 0.3% | 92,782 |
| MELIMercadoLibre Inc | $1.5M | 0.3% | 888 |
| GMGeneral Motors Co | $1.5M | 0.3% | 19,730 |
| ORCLOracle Corp | $1.4M | 0.3% | 10,502 |
| BKLNInvesco Senior Loan ETF | $1.4M | 0.3% | 69,565 |
| MAGSRoundhill Magnificent Seven ETF | $1.4M | 0.3% | 19,584 |
| CREDO TECHNOLOGY GROUP HOLDI | $1.4M | 0.3% | 7,185 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1.4M | 0.3% | 13,833 |
| FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.3% | 7,787 |
| FIRST TR EXCHANGE-TRADED ALP | $1.4M | 0.3% | 10,267 |
| OMFOneMain Holdings Inc | $1.4M | 0.3% | 24,812 |
| FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.3% | 29,537 |
| AON PLC | $1.3M | 0.2% | 4,857 |
| IBMInternational Business Machines Corp | $1.3M | 0.2% | 6,046 |
| CRWDCrowdStrike Holdings Inc | $1.3M | 0.2% | 5,016 |
| NEBIUS GROUP N.V. | $1.3M | 0.2% | 5,586 |
| SKYYFirst Trust Cloud Computing ETF | $1.3M | 0.2% | 7,970 |
| UBERUber Technologies Inc | $1.3M | 0.2% | 19,025 |
| NOWServiceNow Inc | $1.3M | 0.2% | 9,670 |
| PGProcter & Gamble Co | $1.3M | 0.2% | 8,907 |
| MDYSPDR MidCap Trust Series I | $1.3M | 0.2% | 1,963 |
| QCOMQualcomm Inc | $1.3M | 0.2% | 6,932 |
| ICHOR HOLDINGS | $1.3M | 0.2% | 20,587 |
| STONEX GROUP INC | $1.3M | 0.2% | 19,684 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $1.3M | 0.2% | 67,980 |
| FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.2% | 65,000 |
| NETSKOPE INC | $1.2M | 0.2% | 70,720 |
| GMEGameStop Corpcall | $1.2M | 0.2% | 50,000 |
| INNOVATOR ETFS TRUST | $1.2M | 0.2% | 20,183 |
| RYLDGlobal X Russell 2000 Covered Call ETF | $1.2M | 0.2% | 79,038 |
| FYXFirst Trust Small Cap Core AlphaDEX Fund | $1.2M | 0.2% | 9,073 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $1.2M | 0.2% | 71,552 |
| ICAHN ENTERPRISES LPcall | $1.2M | 0.2% | 180,000 |
| PIMCO DYNAMIC INCOME OPRNTS | $1.2M | 0.2% | 101,431 |
| J P MORGAN EXCHANGE TRADED F | $1.2M | 0.2% | 14,367 |
| BMYBristol-Myers Squibb Co | $1.2M | 0.2% | 18,829 |
| JPIEJPMorgan Income ETF | $1.2M | 0.2% | 26,162 |
| PAR PAC HOLDINGS INC | $1.2M | 0.2% | 14,333 |
| EXCHANGE LISTED FDS TR | $1.2M | 0.2% | 47,598 |
| TIDAL TRUST II | $1.1M | 0.2% | 16,370 |
| CLOAiShares AAA CLO Active ETF | $1.1M | 0.2% | 21,736 |
| OKTAOkta Inc | $1.1M | 0.2% | 5,364 |
| BRIGHTSPRING HEALTH SVCS INC | $1.1M | 0.2% | 19,725 |
| INNOVATOR ETFS TRUST | $1.1M | 0.2% | 36,147 |
| CRWVCoreWeave Inc | $1.1M | 0.2% | 12,755 |
| FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.2% | 33,221 |
| NEUBERGER BERMAN ETF TRUST | $1.1M | 0.2% | 21,489 |
| AGGiShares Core U.S. Aggregate Bond ETF | $1.1M | 0.2% | 11,288 |
| NEMNewmont Corporation | $1M | 0.2% | 8,945 |
| RVTRoyce Small-Cap Trust Inc | $1M | 0.2% | 60,016 |
| NLRVanEck Uranium and Nuclear ETF | $1M | 0.2% | 9,916 |
| FIRST TR EXCHNG TRADED FD VI | $1M | 0.2% | 25,000 |
| GLDMSPDR Gold MiniShares Trust | $1M | 0.2% | 12,320 |
| INNOVATOR ETFS TRUST | $1M | 0.2% | 24,400 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1M | 0.2% | 19,487 |
| XYLDGlobal X S&P 500 Covered Call ETF | $993.4K | 0.2% | 23,925 |
| VTIVanguard Total Stock Market ETF | $975.8K | 0.2% | 2,607 |
| AVGOBroadcom Inc | $944.8K | 0.2% | 2,688 |
| TWLOTwilio Inc | $944.1K | 0.2% | 3,228 |
| HQHabrdn Healthcare Investors Shares of Beneficial Interest | $937.8K | 0.2% | 44,893 |
| INVESCO EXCH TRADED FD TR II | $931K | 0.2% | 15,253 |
| IMAXImax Corp | $923.6K | 0.2% | 16,854 |
| PFFDGlobal X U.S. Preferred ETF | $907.1K | 0.2% | 51,541 |
| GOOGAlphabet Inc | $900.4K | 0.2% | 2,643 |
| EA SERIES TRUST | $882.7K | 0.2% | 20,255 |
| ALLAllstate Corp | $876.8K | 0.2% | 3,952 |
| CNCCentene Corp | $872.5K | 0.2% | 14,045 |
| INTCIntel Corp | $868.4K | 0.2% | 7,223 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $852.1K | 0.2% | 16,971 |
| IWMiShares Russell 2000 Index Fund | $844.6K | 0.2% | 3,039 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $827.1K | 0.2% | 10,562 |
| KURV ETF TR | $823K | 0.2% | 28,047 |
| FIRST TR EXCHANGE TRADED FD | $813.9K | 0.1% | 36,731 |
| CPNGCoupang Inc | $813K | 0.1% | 58,615 |
| FIRST TR EXCHANGE-TRADED FD | $801.6K | 0.1% | 26,044 |
| ELEDON PHARMACEUTICALS INC | $800.8K | 0.1% | 316,509 |
| INCYIncyte Corp | $796.3K | 0.1% | 6,562 |
| PFFiShares Preferred and Income Securities ETF | $791.7K | 0.1% | 26,837 |
| LITELumentum Holdings Inc | $789.9K | 0.1% | 813 |
| PYPLPayPal Holdings Inccall | $788K | 0.1% | 15,000 |
| DIMENSIONAL ETF TRUST | $784.1K | 0.1% | 9,444 |
| DELLDell Technologies Inc | $781.9K | 0.1% | 1,453 |
| SSGA ACTIVE TR | $774.4K | 0.1% | 11,661 |
| BLACKSTONE SECD LENDING FD | $767.7K | 0.1% | 32,013 |
| NU HLDGS LTD | $767.1K | 0.1% | 60,596 |
| PANWPalo Alto Networks Inc | $749.5K | 0.1% | 1,886 |
| RIVNRivian Automotive Inccall | $747K | 0.1% | 50,000 |
| CSCOCisco Systems Inc | $733.8K | 0.1% | 6,818 |
| SPROTT ETF TRUST | $731.9K | 0.1% | 8,277 |
| SHOPShopify Inc | $730.8K | 0.1% | 4,928 |
| JAAAJanus Henderson AAA CLO ETF | $726.5K | 0.1% | 14,395 |
| AXPAmerican Express Co | $712.3K | 0.1% | 2,342 |
| VZVerizon Communications Inc | $710.7K | 0.1% | 15,494 |
| PIMCO CORPORATE & INCOME OPP | $710K | 0.1% | 64,483 |
| FIRST TR EXCHANGE-TRADED FD | $706.7K | 0.1% | 33,880 |
| UNHUnitedHealth Group Inc | $703K | 0.1% | 1,915 |
| NUVEEN PFD & INCOME OPPORTUN | $702.5K | 0.1% | 103,000 |
| MAINMain Street Capital Corp | $698.3K | 0.1% | 12,685 |
| AMGNAmgen Inc | $698K | 0.1% | 1,656 |
| VBVanguard Small-Cap ETF | $688.1K | 0.1% | 2,419 |
| FVDFirst Trust VL Dividend | $684.1K | 0.1% | 14,584 |
| JNJJohnson & Johnson | $683.1K | 0.1% | 2,580 |
| NEOS ETF TRUST | $675K | 0.1% | 14,012 |
| SEANERGY MARITIME HLDGS CORP | $674.9K | 0.1% | 41,128 |
| FIRST TR EXCHANGE-TRADED FD | $664.9K | 0.1% | 32,721 |
| EIXEdison International | $663.4K | 0.1% | 12,347 |
| GLOBAL X FDS | $655.3K | 0.1% | 28,038 |
| VYMVanguard High Dividend Yield ETF | $654.8K | 0.1% | 4,219 |
| AGNCAGNC Investment Corp | $653.9K | 0.1% | 72,098 |
| SNOWSnowflake Inc | $647.2K | 0.1% | 1,931 |
| SLR INVESTMENT CORP | $646.2K | 0.1% | 55,758 |
| BLACKROCK CAP ALLOCATION TER | $632.4K | 0.1% | 46,159 |
| ARCCAres Capital Corp | $632K | 0.1% | 33,090 |
| FIRST TR EXCHANGE-TRADED FD | $628.6K | 0.1% | 30,545 |
| INNOVATOR ETFS TRUST | $623.6K | 0.1% | 13,022 |
| TIDAL TRUST I | $620.9K | 0.1% | 22,310 |
| GLOBAL X FDS | $612.6K | 0.1% | 20,138 |
| TIDAL TRUST II | $603.8K | 0.1% | 14,141 |
| JAZZ PHARMACEUTICALS PLC | $603.5K | 0.1% | 2,607 |
| IQLTiShares MSCI Intl Quality Factor ETF | $602.5K | 0.1% | 12,179 |
| SMHVanEck Semiconductor ETF | $601.1K | 0.1% | 987 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $599.1K | 0.1% | 5,958 |
| SNDKSandisk Corp | $592.7K | 0.1% | 341 |
| GLOBAL X FDS | $581.1K | 0.1% | 24,814 |
| BLACKROCK RES & COMMODITIES | $579.4K | 0.1% | 48,813 |
| DIVGlobal X Super Dividend ETF | $573.6K | 0.1% | 30,478 |
| CLSCelestica Inc | $573.1K | 0.1% | 1,586 |
| AIGAmerican International Group Inc | $571.3K | 0.1% | 7,676 |
| FIRST TR EXCH TRADED FD III | $566.9K | 0.1% | 11,844 |
| CVXChevron Corp | $565.7K | 0.1% | 2,770 |
| PACER FDS TR | $564.6K | 0.1% | 12,617 |
| TTM TECHNOLOGIES INC | $562.2K | 0.1% | 4,577 |
| CRMSalesforce Inc | $555.2K | 0.1% | 2,419 |
| NFLXNetflix Inc | $545.2K | 0.1% | 7,836 |
| GILDGilead Sciences, Inc | $545.2K | 0.1% | 3,658 |
| IBBiShares Nasdaq Biotechnology Index Fund | $536.4K | 0.1% | 2,548 |
| FIRST TR EXCHANGE-TRADED FD | $528.6K | 0.1% | 28,760 |
| FIRST TR EXCHNG TRADED FD VI | $527.2K | 0.1% | 15,249 |
| DISWalt Disney Co | $520.9K | 0.1% | 4,966 |
| VBRVanguard Small-Cap Value ETF | $519.8K | 0.1% | 2,250 |
| GBILGOLDMAN SACHS ETF TR | $519.7K | 0.1% | 5,191 |
| FIRST TR EXCHNG TRADED FD VI | $515.3K | 0.1% | 19,085 |
| COSTCostco Wholesale Corp | $508.9K | 0.1% | 559 |
| SPHQInvesco S&P 500 Quality ETF | $502.5K | 0.1% | 5,977 |
| ETFIS SER TR I | $500.5K | 0.1% | 25,341 |
| SBUXStarbucks Corp | $494.7K | 0.1% | 5,265 |
| REAVES UTIL INCOME FD | $490K | 0.1% | 14,265 |
| EZCORP INC | $489.9K | 0.1% | 16,463 |
| MSC INCOME FUND INC | $479.9K | 0.1% | 40,773 |
| TIDAL TRUST III | $459.5K | 0.1% | 19,620 |
| XLKState Street Technology Select Sector SPDR ETF | $455.5K | 0.1% | 2,327 |
| LTCLTC Properties Inc | $455.3K | 0.1% | 10,620 |
| ARKKARK Innovation ETF | $454.8K | 0.1% | 5,104 |
| DDominion Energy Inc | $450.3K | 0.1% | 7,440 |
| FDNFirst Trust DJ Internet Index Fund | $447.5K | 0.1% | 1,551 |
| ABRDN WORLD HEALTHCARE FUND | $442.6K | 0.1% | 33,944 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $441K | 0.1% | 5,069 |
| XLVState Street Health Care Select Sector SPDR ETF | $440.9K | 0.1% | 2,618 |
| QTUMDefiance Quantum ETF | $440.8K | 0.1% | 2,907 |
| BXBlackstone Inc | $439.5K | 0.1% | 3,921 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $438.7K | 0.1% | 962 |
| FRONTLINE PLC | $435.3K | 0.1% | 8,836 |
| VANECK ETF TRUST | $434.9K | 0.1% | 10,918 |
| VANECK FDS | $426.8K | 0.1% | 8,640 |
| ALPINE INCOME PPTY TR INC | $422.7K | 0.1% | 24,362 |
| INNOVATOR ETFS TRUST | $421.5K | 0.1% | 5,361 |
| FIRST TR EXCHANGE-TRADED FD | $421.2K | 0.1% | 19,536 |
| XLEState Street Energy Select Sector SPDR ETF | $420.9K | 0.1% | 6,844 |
| TOTLState Street DoubleLine Total Return Tactical ETF | $420.7K | 0.1% | 11,241 |
| GLOBAL X FDS | $414.3K | 0.1% | 9,544 |
| NEXA RES S A | $410.9K | 0.1% | 33,704 |
| PBFPBF Energy Inc | $409.3K | 0.1% | 5,319 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | $406.6K | 0.1% | 27,252 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $406.3K | 0.1% | 4,414 |
| CONSTELLIUM SE | $399.5K | 0.1% | 16,513 |
| ALPS ETF TR | $398.5K | 0.1% | 16,240 |
| OHIOmega Healthcare Investors, Inc | $396.7K | 0.1% | 8,566 |
| MRKMerck & Co Inc | $394.6K | 0.1% | 2,716 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $394.5K | 0.1% | 7,802 |
| SMCISuper Micro Computer Inc | $394.5K | 0.1% | 9,605 |
| ARIApollo Commercial Real Estate Finance Inc | $392K | 0.1% | 63,222 |
| BABoeing Co | $387.7K | 0.1% | 2,084 |
| MCDMcDonald's Corp | $386.7K | 0.1% | 1,674 |
| VTVVanguard Value ETF | $385.8K | 0.1% | 1,786 |
| DOUBLELINE INCOME SOLUTIONS | $381.6K | 0.1% | 38,164 |
| COINCoinbase Global Inc | $380.9K | 0.1% | 2,028 |
| UNFIUnited Natural Foods Inc | $380.7K | 0.1% | 8,499 |
| CMCanadian Imperial Bank of Commerce | $378.2K | 0.1% | 3,433 |
| GOVTiShares U.S. Treasury Bond ETF | $376K | 0.1% | 17,193 |
| DOUBLELINE ETF TRUST | $375.3K | 0.1% | 8,632 |
| FIRST TR EXCHANGE-TRADED FD | $374.4K | 0.1% | 9,000 |
| BTOJohn Hancock Financial Opportunities Fund | $374.2K | 0.1% | 10,428 |
| FIRST TR EXCHANGE-TRADED FD | $371.2K | 0.1% | 18,909 |
| GSGoldman Sachs Group Inc | $370.4K | 0.1% | 411 |
| JACKSON FINANCIAL INC | $368K | 0.1% | 2,846 |
| MEDTRONIC PLC | $360.7K | 0.1% | 4,180 |
| INNOVATOR ETFS TRUST | $359K | 0.1% | 5,567 |
| WWayfair Inc | $358.4K | 0.1% | 3,495 |
| ISHARES TR | $356.6K | 0.1% | 7,352 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $355.7K | 0.1% | 6,730 |
| SCHWCharles Schwab Corp | $353.4K | 0.1% | 3,616 |
| BNSBank of Nova Scotia | $349K | 0.1% | 3,842 |
| GLOBAL X FDS | $344.7K | 0.1% | 29,308 |
| PYPLPayPal Holdings Inc | $343.2K | 0.1% | 6,486 |
| BCP INVESTMENT CORPORATION | $343K | 0.1% | 50,512 |
| FIRST TR EXCHNG TRADED FD VI | $340K | 0.1% | 9,603 |
| SSGA ACTIVE TR | $335.7K | 0.1% | 11,751 |
| ALBAlbemarle Corp | $330.7K | 0.1% | 3,102 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $326.1K | 0.1% | 8,704 |
| TROWT Rowe Price Group Inc | $324.8K | 0.1% | 3,122 |
| PSPInvesco Global Listed Private Equity ETF | $324.1K | 0.1% | 5,758 |
| ABRDN ASIA PACIFIC INCOME FU | $323K | 0.1% | 24,615 |
| COHEN & STEERS INFRASTRUCTUR | $322K | 0.1% | 13,064 |
| IWOiShares Russell 2000 Growth Fund | $320.9K | 0.1% | 899 |
| T ROWE PRICE EXCHANGE-TRADED | $318.5K | 0.1% | 6,425 |
| PSXPhillips 66 | $318.4K | 0.1% | 1,247 |
| REGNRegeneron Pharmaceuticals Inc | $316.2K | 0.1% | 417 |
| COWGPacer US Large Cap Cash Cows Growth Leaders ETF | $314.5K | 0.1% | 7,885 |
| TAT&T Inc | $312.2K | 0.1% | 12,796 |
| FMHIFirst Trust Municipal High Income ETF | $311.9K | 0.1% | 6,955 |
| DEUTSCHE BK AG | $311.7K | 0.1% | 8,684 |
| BETA TECHNOLOGIES INC | $308.1K | 0.1% | 13,942 |
| VVVanguard Large-Cap ETF | $304.2K | 0.1% | 865 |
| ALPS ETF TR | $301.7K | 0.1% | 6,049 |
| ABBVAbbVie Inc | $298.1K | 0.1% | 1,140 |
| SHViShares 0-1 Year Treasury Bond ETF | $296.7K | 0.1% | 2,689 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $295.9K | 0.1% | 1,906 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $294.8K | 0.1% | 13,050 |
| LEGG MASON ETF INVT | $294.8K | 0.1% | 7,067 |
| XELXcel Energy Inc | $293.2K | 0.1% | 4,160 |
| SSGA ACTIVE TR | $292K | 0.1% | 11,961 |
| VANECK ETF TRUST | $291K | 0.1% | 5,493 |
| TMOThermo Fisher Scientific Inc | $290K | 0.1% | 430 |
| INNOVATOR ETFS TRUST | $288.2K | 0.1% | 3,245 |
| WMTWalmart Inc | $281.2K | 0.1% | 2,706 |
| VVisa Inc | $281K | 0.1% | 782 |
| MOAltria Group Inc | $280.8K | 0.1% | 4,170 |
| DVYISHARES TR | $279.2K | 0.1% | 1,836 |
| TIDAL TRUST III | $277.4K | 0.1% | 8,077 |
| OXYOccidental Petroleum Corp | $277.3K | 0.1% | 5,013 |
| NUVEEN S&P 500 DYNAMIC OVERW | $273.6K | 0.1% | 14,796 |
| GLDSPDR Gold Shares | $272.5K | 0.1% | 715 |
| IEFiShares 7-10 Year Treasury Bond ETF | $271.2K | 0.0% | 3,037 |
| CCitigroup Inc | $269.8K | 0.0% | 2,084 |
| MMM3M Co | $262.6K | 0.0% | 1,600 |
| FIRST TR EXCHNG TRADED FD VI | $261.7K | 0.0% | 6,000 |
| GEGeneral Electric Co | $260.5K | 0.0% | 834 |
| FIRST TR EXCHNG TRADED FD VI | $257.7K | 0.0% | 4,993 |
| FIRST TR EXCHNG TRADED FD VI | $255.6K | 0.0% | 6,867 |
| BLUE OWL CAPITAL CORPORATION | $252.9K | 0.0% | 24,105 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $251.4K | 0.0% | 2,743 |
| FIRST TR EXCHNG TRADED FD VI | $251K | 0.0% | 7,914 |
| ADBEAdobe Inc | $250.5K | 0.0% | 1,044 |
| GLOBAL X FDS | $247.7K | 0.0% | 5,970 |
| METMetLife Inc | $244.5K | 0.0% | 2,596 |
| VIRTUS ETF TR II | $242.9K | 0.0% | 5,394 |
| BOTZGLOBAL X FDS | $242.4K | 0.0% | 6,881 |
| HUMHumana Inc | $242.4K | 0.0% | 635 |
| ICSHISHARES TR | $241.5K | 0.0% | 4,792 |
| PACER FDS TR | $240.8K | 0.0% | 6,750 |
| SCHWAB STRATEGIC TR | $238.8K | 0.0% | 8,391 |
| BSVVanguard Short-Term Bond ETF | $237.6K | 0.0% | 3,109 |
| PMPhilip Morris International Inc | $237.1K | 0.0% | 1,243 |
| INNOVATOR ETFS TRUST | $234.4K | 0.0% | 7,745 |
| VIGVanguard Div Appreciation ETF | $228.9K | 0.0% | 981 |
| PSIXPower Solutions International Inc | $228.7K | 0.0% | 4,975 |
| BACBank of America Corp | $226.5K | 0.0% | 4,162 |
| PIMCO DYNAMIC INCOME FD | $225.8K | 0.0% | 16,095 |
| CATCaterpillar Inc | $225.3K | 0.0% | 278 |
| JAVAJPMorgan Active Value ETF | $223.7K | 0.0% | 2,806 |
| GDGeneral Dynamics Corp | $221.7K | 0.0% | 668 |
| FIRST TR EXCHANGE-TRADED FD | $218.4K | 0.0% | 11,955 |
| VEUVanguard FTSE All World Ex US ETF | $217.9K | 0.0% | 2,626 |
| SPGSimon Property Group Inc | $216.2K | 0.0% | 1,077 |
| ISHARES TR | $215.3K | 0.0% | 3,979 |
| BANK OF NY MELLON CORP | $211.4K | 0.0% | 1,462 |
| FIRST TR EXCHNG TRADED FD VI | $210.1K | 0.0% | 4,991 |
| BARINGS BDC INC | $210K | 0.0% | 24,366 |
| CREDICORP LTD | $208.9K | 0.0% | 550 |
| VXUSVanguard Total International Stock ETF | $206.4K | 0.0% | 2,430 |
| MOBILEYE GLOBAL INC | $206K | 0.0% | 27,881 |
| FNKFirst Trust Mid Cap Value AlphaDEX Fund | $206K | 0.0% | 3,488 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $204.6K | 0.0% | 2,075 |
| BLKBlackRock Inc | $204.3K | 0.0% | 193 |
| MGVVanguard Mega Cap Value ETF | $203.8K | 0.0% | 1,265 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $200.1K | 0.0% | 8,391 |
| ARKQARK Autonomous Technology & Robotics ETF | $196.6K | 0.0% | 1,622 |
| INVESCO EXCH TRADED FD TR II | $195.5K | 0.0% | 4,353 |
| OKEONEOK Inc | $193.9K | 0.0% | 2,274 |
| INNOVATOR ETFS TRUST | $193.7K | 0.0% | 5,799 |
| URAGlobal X Uranium ETF | $193.5K | 0.0% | 4,856 |
| LNCLincoln National Corp | $188.9K | 0.0% | 4,692 |
| ISHARES TR | $188.2K | 0.0% | 5,454 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $188.1K | 0.0% | 3,476 |
| FIRST TR EXCHNG TRADED FD VI | $187.4K | 0.0% | 3,942 |
| IDViShares International Select Dividend ETF | $186.8K | 0.0% | 4,429 |
| INNOVATOR ETFS TRUST | $184.6K | 0.0% | 6,200 |
| ZSZscaler Inc | $184.1K | 0.0% | 923 |
| KOCoca-Cola Co | $184K | 0.0% | 2,137 |
| VOXVanguard Communication Services ETF | $183K | 0.0% | 960 |
| COPConocoPhillips | $182.4K | 0.0% | 1,457 |
| PACER FDS TR | $181.1K | 0.0% | 3,954 |
| EFViShares MSCI EAFE Value ETF | $180.7K | 0.0% | 2,283 |
| FFord Motor Co | $179.7K | 0.0% | 14,890 |
| PEPPepsiCo Inc | $175.9K | 0.0% | 1,388 |
| MSIMotorola Solutions Inc | $174.8K | 0.0% | 392 |
| AXONAxon Enterprise Inc | $174K | 0.0% | 412 |
| CDNSCadence Design Systems Inc | $171K | 0.0% | 518 |
| FIRST TR EXCHNG TRADED FD VI | $169.7K | 0.0% | 3,000 |
| FIRST TR EXCHNG TRADED FD VI | $168.7K | 0.0% | 6,872 |
| TXNTexas Instruments Inc | $167.7K | 0.0% | 599 |
| ABNBAirbnb Inc | $167.1K | 0.0% | 1,040 |
| SHYiShares 1-3 Year Treasury Bond ETF | $166.8K | 0.0% | 2,054 |
| ILDRFirst Trust Innovation Leaders ETF | $165.9K | 0.0% | 4,200 |
| SPDR SERIES TRUST | $164.1K | 0.0% | 4,185 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $164K | 0.0% | 2,601 |
| ORealty Income Corp | $163.7K | 0.0% | 3,015 |
| DKSDICK'S Sporting Goods Inc | $163.2K | 0.0% | 1,215 |
| ETHOS TECHNOLOGIES INC | $159.6K | 0.0% | 4,753 |
| VWOVanguard FTSE Emerging Markets ETF | $159.2K | 0.0% | 2,685 |
| DOWDow Inc | $158.9K | 0.0% | 5,769 |
| FIRST TR EXCHNG TRADED FD VI | $158.7K | 0.0% | 3,561 |
| EDConsolidated Edison Inc | $157.2K | 0.0% | 1,538 |
| CHECK POINT SOFTWARE TECH LT | $156.6K | 0.0% | 1,220 |
| VEAVanguard FTSE Developed Markets ETF | $156.5K | 0.0% | 2,217 |
| VGTVanguard Information Tech ETF | $156.5K | 0.0% | 1,245 |
| INVESCO EXCHANGE TRADED FD T | $156.4K | 0.0% | 1,026 |
| JANUS DETROIT STR TR | $155.3K | 0.0% | 3,289 |
| VANGUARD BD INDEX FDS | $154.8K | 0.0% | 3,123 |
| MCKMcKesson Corp | $154.6K | 0.0% | 181 |
| ANETArista Networks Inc | $154K | 0.0% | 758 |
| SAFETY INS GROUP INC | $153.6K | 0.0% | 1,483 |
| HERITAGE INSURANCE HLDGS INC | $152.7K | 0.0% | 4,605 |
| NULGNuveen ESG Large-Cap Growth ETF | $152.6K | 0.0% | 1,342 |
| RUBRIK INC. | $152K | 0.0% | 1,328 |
| CMCSAComcast Corp | $151.8K | 0.0% | 6,974 |
| INTUIntuit Inc | $151.4K | 0.0% | 549 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $151.4K | 0.0% | 1,878 |
| PPLPPL Corp | $149.7K | 0.0% | 4,551 |
| VOVanguard Mid-Cap ETF | $149.6K | 0.0% | 1,908 |
| FIRST TR EXCHNG TRADED FD VI | $148.5K | 0.0% | 3,296 |
| SPLVInvesco S&P 500 Low Volatility ETF | $148.4K | 0.0% | 2,104 |
| IEFAiShares Core MSCI EAFE ETF | $146.3K | 0.0% | 1,510 |
| SMASmartStop Self Storage REIT Inc | $145.9K | 0.0% | 4,530 |
| NKENike Inc | $141.7K | 0.0% | 4,003 |
| LMNDLemonade Inc | $140.7K | 0.0% | 3,118 |
| HDHome Depot Inc | $138.2K | 0.0% | 486 |
| FFIVF5 Inc | $137.6K | 0.0% | 309 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $136.6K | 0.0% | 2,750 |
| VPUVanguard Utilities ETF | $136.4K | 0.0% | 798 |
| EATBrinker International Inc | $135.9K | 0.0% | 702 |
| BBarrick Mining Corporation Common Shares | $135.2K | 0.0% | 3,324 |
| IRTIndependence Realty Trust, Inc | $134.3K | 0.0% | 9,242 |
| SPDR INDEX SHS FDS | $134.1K | 0.0% | 2,942 |
| VDEVanguard Energy ETF | $133.4K | 0.0% | 775 |
| GBDCGolub Capital BDC Inc | $133K | 0.0% | 10,533 |
| CAGConagra Brands Inc | $132.7K | 0.0% | 9,872 |
| SLViShares Silver Trust | $131.6K | 0.0% | 2,414 |
| VFHVanguard Financials ETF | $131.4K | 0.0% | 1,010 |
| SIMPLIFY EXCHANGE TRADED FUN | $129.7K | 0.0% | 6,432 |
| VONGVanguard Russell 1000 Growth ETF | $129.7K | 0.0% | 1,006 |
| SPDR SERIES TRUST | $128.7K | 0.0% | 1,243 |
| RSPInvesco S&P 500 Equal Weight ETF | $128.6K | 0.0% | 618 |
| INNOVATOR ETFS TRUST | $127.9K | 0.0% | 4,594 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $127.7K | 0.0% | 3,095 |
| FLOTiShares Floating Rate Bond ETF | $127.6K | 0.0% | 2,500 |
| NUSHARES ETF TR | $127.4K | 0.0% | 2,419 |
| USBUS Bancorp | $126K | 0.0% | 2,181 |
| USALiberty All-Star Equity Fund Common Stock | $125.2K | 0.0% | 21,696 |
| INNOVATOR ETFS TRUST | $124.8K | 0.0% | 4,500 |
| NEENextera Energy Inc | $124.6K | 0.0% | 1,645 |
| HDViShares Core High Dividend ETF | $124.1K | 0.0% | 4,437 |
| KEYKeyCorp | $124K | 0.0% | 6,177 |
| RYRoyal Bank of Canada | $123.1K | 0.0% | 626 |
| DHT HOLDINGS INC | $122.3K | 0.0% | 5,418 |
| FLAHERTY & CRUMRINE DYNAMIC | $122.2K | 0.0% | 6,475 |
| KMIKinder Morgan Inc | $120.8K | 0.0% | 4,006 |
| STRATTEC SEC CORP | $120.8K | 0.0% | 1,859 |
| KHCKraft Heinz Co | $120.1K | 0.0% | 5,284 |
| ICAHN ENTERPRISES LP | $119.7K | 0.0% | 17,735 |
| ASML HLDG NV | $118.4K | 0.0% | 65 |
| ALLYAlly Financial Inc | $117.9K | 0.0% | 3,133 |
| NVSNovartis AG | $117.8K | 0.0% | 826 |
| BNY MELLON ETF TRUST | $117.3K | 0.0% | 2,400 |
| FRANKLIN TEMPLETON ETF TR | $116.8K | 0.0% | 3,258 |
| IEMGiShares Core MSCI Emerging Markets ETF | $116.6K | 0.0% | 1,436 |
| GOFGuggenheim Strategic Opportunities Fund Common Shares of Beneficial Interest | $115.9K | 0.0% | 13,625 |
| MORGAN STANLEY ETF TRUST | $115.5K | 0.0% | 1,220 |
| SMSM Energy Co | $115.2K | 0.0% | 3,412 |
| TRINITY CAP INC | $114.9K | 0.0% | 6,548 |
| TDToronto-Dominion Bank | $114.4K | 0.0% | 973 |
| WPCW.p. Carey Inc | $113.7K | 0.0% | 1,760 |
| LRNZELEVATION SERIES TRUST | $113.5K | 0.0% | 1,640 |
| TGTTarget Corp | $113.1K | 0.0% | 722 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $112.4K | 0.0% | 1,233 |
| PECOPhillips Edison & Co Inc | $112K | 0.0% | 3,000 |
| GALAXY DIGITAL INC. | $112K | 0.0% | 4,926 |
| VUGVanguard Growth ETF | $111.2K | 0.0% | 1,234 |
| GLOBAL X FDS | $109.5K | 0.0% | 1,271 |
| FIRST TR EXCHANGE-TRADED FD | $109.2K | 0.0% | 3,781 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $108.3K | 0.0% | 651 |
| EFAiShares MSCI EAFE ETF | $107.7K | 0.0% | 1,037 |
| BXPBXP Inc | $107.1K | 0.0% | 1,753 |
| IYYISHARES TR | $106.2K | 0.0% | 573 |
| VLOValero Energy Corp | $105.6K | 0.0% | 272 |
| MFCManulife Financial Corp | $105.2K | 0.0% | 2,471 |
| CLOUGLOBAL X FDS | $104.6K | 0.0% | 3,675 |
| VANECK ETF TRUST | $104.5K | 0.0% | 8,106 |
| VSTVistra Corp | $104.1K | 0.0% | 752 |
| TRVTravelers Companies Inc | $103.8K | 0.0% | 291 |
| CORPPIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund | $103.8K | 0.0% | 1,131 |
| BUFDFT Vest Laddered Deep Buffer ETF | $103.3K | 0.0% | 3,400 |
| INVESCO ACTIVELY MANAGED EXC | $103K | 0.0% | 2,063 |
| IBITiShares Bitcoin Trust ETF | $102.9K | 0.0% | 2,174 |
| IVWiShares S&P 500 Growth ETF | $102.3K | 0.0% | 719 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $102.1K | 0.0% | 1,945 |
| LRCXLam Research Corp | $101.6K | 0.0% | 309 |
| AMATApplied Materials Inc | $100.9K | 0.0% | 197 |
Quarter ending 2026-09-30.
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