CIBC Private Wealth Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, CIBC Private Wealth Group LLC held in its portfolio 500 assets valued at $59,158,508,421 (i.e. $59.16B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($3.16B), APPLE INC ($2.87B), and AMAZON COM INC ($2.30B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CIBC Private Wealth Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 6533586 | 3159772619 | COM |
| APPLE INC | 10564205 | 2871984623 | COM |
| AMAZON COM INC | 9945180 | 2295546398 | COM |
| NVIDIA CORPORATION | 12103232 | 2257252822 | COM |
| ALPHABET INC | 6443532 | 2016825444 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 3155380 | 1016726726 | COM |
| BROADCOM INC | 2790816 | 965901492 | COM |
| META PLATFORMS INC | 1454564 | 960142921 | CL A |
| VISA INC | 2727513 | 956566083 | COM CL A |
| ALPHABET INC | 3004241 | 942730880 | CAP STK CL C |
| ELI LILLY & CO | 762246 | 819170665 | COM |
| ASTRAZENECA PLC | 8081817 | 742961420 | SPONSORED ADR |
| OLD DOMINION FREIGHT LINE IN | 4355518 | 682945285 | COM |
| VANGUARD INDEX FDS | 2185156 | 634175855 | MID CAP ETF |
| BLACKSTONE INC | 4004273 | 617218676 | COM |
| RTX CORPORATION | 3346888 | 613819333 | COM |
| NEXTERA ENERGY INC | 7537722 | 605128284 | COM |
| VANGUARD INDEX FDS | 941501 | 590443482 | S&P 500 ETF SHS |
| ISHARES TR | 1190695 | 563556087 | RUS 1000 GRW ETF |
| ABBOTT LABS | 3932281 | 492675446 | COM |
| EXXON MOBIL CORP | 4014113 | 483058387 | COM |
| THERMO FISHER SCIENTIFIC INC | 806898 | 467557029 | COM |
| BARCLAYS BANK PLC | 16193057 | 465874262 | IPATH SELCT MLP |
| DANAHER CORPORATION | 2034341 | 465701381 | COM |
| S&P GLOBAL INC | 887275 | 463681292 | COM |
| HOWMET AEROSPACE INC | 2243038 | 459867586 | COM |
| CME GROUP INC | 1674637 | 457309763 | COM |
| TJX COS INC NEW | 2958602 | 454470927 | COM |
| SPDR S&P 500 ETF TR | 644146 | 439256195 | TR UNIT |
| ISHARES TR | 4141877 | 415761653 | 0-3 MNTH TREASRY |
| UNION PAC CORP | 1769776 | 409384550 | COM |
| ASML HOLDING N V | 373119 | 399185146 | N Y REGISTRY SHS |
| LINDE PLC | 901838 | 384534605 | SHS |
| AMPHENOL CORP NEW | 2831577 | 382659310 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 2348579 | 380375794 | COM |
| MONSTER BEVERAGE CORP NEW | 4942687 | 378955837 | COM |
| TE CONNECTIVITY PLC | 1597847 | 363526274 | ORD SHS |
| VANGUARD INDEX FDS | 1397042 | 360366896 | SMALL CP ETF |
| HENRY JACK & ASSOC INC | 1887305 | 344395417 | COM |
| MCDONALDS CORP | 1114425 | 340601661 | COM |
| QUALCOMM INC | 1968164 | 336654411 | COM |
| PROLOGIS INC. | 2626891 | 335348955 | COM |
| VANGUARD TAX-MANAGED FDS | 5308961 | 331650755 | VAN FTSE DEV MKT |
| UNITEDHEALTH GROUP INC | 955375 | 315378843 | COM |
| ISHARES TR | 3149600 | 303211964 | RUS MID CAP ETF |
| INTUIT | 457562 | 303097897 | COM |
| STRYKER CORPORATION | 853873 | 300110868 | COM |
| MASTERCARD INCORPORATED | 518980 | 296275324 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1150563 | 295959435 | COM |
| MARTIN MARIETTA MATLS INC | 475138 | 295849544 | COM |
| CHENIERE ENERGY INC | 1520843 | 295636575 | COM NEW |
| ISHARES TR | 430620 | 294948963 | CORE S&P500 ETF |
| HOME DEPOT INC | 854449 | 294015721 | COM |
| IQVIA HLDGS INC | 1299272 | 292868999 | COM |
| SALESFORCE INC | 1100057 | 291416217 | COM |
| ENTERPRISE PRODS PARTNERS L | 8977239 | 287810298 | COM |
| BLACKROCK INC | 258817 | 277021857 | COM |
| GE AEROSPACE | 897608 | 276490041 | COM NEW |
| ABBVIE INC | 1168845 | 267069432 | COM |
| ANALOG DEVICES INC | 979203 | 265559930 | COM |
| DISNEY WALT CO | 2317095 | 263615874 | COM |
| INTUITIVE SURGICAL INC | 459184 | 260063547 | COM NEW |
| TRANSDIGM GROUP INC | 191421 | 254560837 | COM |
| ENERGY TRANSFER L P | 15366720 | 253397208 | COM UT LTD PTN |
| ROPER TECHNOLOGIES INC | 560607 | 249542772 | COM |
| OTIS WORLDWIDE CORP | 2850031 | 248950237 | COM |
| PNC FINL SVCS GROUP INC | 1191022 | 248602112 | COM |
| IDEXX LABS INC | 362871 | 245492982 | COM |
| EXPAND ENERGY CORPORATION | 2063440 | 227721251 | COM |
| GE VERNOVA INC | 348386 | 227694670 | COM |
| MONDELEZ INTL INC | 4218418 | 227077422 | CL A |
| ISHARES GOLD TR | 2735976 | 222079192 | ISHARES NEW |
| QUANTA SVCS INC | 508475 | 214606883 | COM |
| DEXCOM INC | 3128114 | 207612942 | COM |
| ISHARES TR | 552047 | 206156414 | RUS 1000 ETF |
| EATON CORP PLC | 645558 | 205616675 | SHS |
| AMERICAN TOWER CORP NEW | 1166450 | 204793552 | COM |
| ADOBE INC | 566316 | 198205083 | COM |
| BERKSHIRE HATHAWAY INC DEL | 394127 | 198108010 | CL B NEW |
| T-MOBILE US INC | 953411 | 193580574 | COM |
| FIDELITY NATL INFORMATION SV | 2899998 | 192733888 | COM |
| ZOETIS INC | 1484832 | 186821597 | CL A |
| L3HARRIS TECHNOLOGIES INC | 634731 | 186338122 | COM |
| VANGUARD INDEX FDS | 972047 | 185651188 | VALUE ETF |
| ISHARES TR | 1309901 | 179377811 | RUS MD CP GR ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 584987 | 177771695 | SPONSORED ADS |
| SCHWAB CHARLES CORP | 1770342 | 176874918 | COM |
| J P MORGAN EXCHANGE TRADED F | 3079471 | 176268934 | EQUITY PREMIUM |
| PALO ALTO NETWORKS INC | 955998 | 176094867 | COM |
| GLOBAL X FDS | 3652125 | 174535047 | US INFR DEV ETF |
| BROOKFIELD CORP | 3735465 | 171421217 | CL A LTD VT SH |
| ISHARES TR | 689771 | 169793939 | RUSSELL 2000 ETF |
| NETFLIX INC | 1806902 | 169415123 | COM |
| VICI PPTYS INC | 5901406 | 165947538 | COM |
| PARKER-HANNIFIN CORP | 185791 | 163302516 | COM |
| CINTAS CORP | 849177 | 159704740 | COM |
| OREILLY AUTOMOTIVE INC | 1733821 | 158141800 | COM |
| JOHNSON & JOHNSON | 762539 | 157807503 | COM |
| PROGRESSIVE CORP | 692032 | 157589501 | COM |
| CISCO SYS INC | 2030814 | 156433615 | COM |
| VANGUARD INTL EQUITY INDEX F | 2897248 | 155756054 | FTSE EMR MKT ETF |
| SHOPIFY INC | 913503 | 147047926 | CL A SUB VTG SHS |
| INTERNATIONAL BUSINESS MACHS | 494056 | 146344403 | COM |
| MPLX LP | 2724200 | 145390554 | COM UNIT REP LTD |
| ONEOK INC NEW | 1962467 | 144241308 | COM |
| SPDR SERIES TRUST | 1577638 | 137872405 | STATE STREET SPD |
| ADVANCED MICRO DEVICES INC | 637788 | 136588631 | COM |
| ISHARES TR | 1263682 | 135656245 | INTRM GOV CR ETF |
| VANGUARD INDEX FDS | 404365 | 135571369 | TOTAL STK MKT |
| ISHARES TR | 1386144 | 133111370 | MSCI EAFE ETF |
| ALCON AG | 1639527 | 130390510 | ORD SHS |
| TARGA RES CORP | 687247 | 126797140 | COM |
| GOLDMAN SACHS GROUP INC | 137701 | 121038767 | COM |
| BLUE OWL CAPITAL INC | 7925890 | 118412802 | COM CL A |
| MERCADOLIBRE INC | 58684 | 118205741 | COM |
| ELEVANCE HEALTH INC FORMERLY | 336736 | 118042751 | COM |
| FLUTTER ENTMT PLC | 544049 | 116992316 | SHS |
| WALMART INC | 998603 | 111254395 | COM |
| ROLLINS INC | 1847718 | 110900049 | COM |
| BANCO SANTANDER SA | 9400907 | 110272638 | ADR |
| CLOUDFLARE INC | 556609 | 109735464 | CL A COM |
| BROOKFIELD RENEWABLE CORP | 2811718 | 107801321 | CL A EX SUB VTG |
| AMGEN INC | 326112 | 106739620 | COM |
| BOSTON SCIENTIFIC CORP | 1096053 | 104508666 | COM |
| JPMORGAN CHASE FINL CO LLC | 3469458 | 103771484 | CAL LKD 44 |
| CADENCE DESIGN SYSTEM INC | 331882 | 103739676 | COM |
| CHECK POINT SOFTWARE TECH LT | 555741 | 103123263 | ORD |
| INVESCO QQQ TR | 165274 | 101529151 | UNIT SER 1 |
| CYBERARK SOFTWARE LTD | 219187 | 97770633 | SHS |
| HDFC BANK LTD | 2671173 | 97604674 | SPONSORED ADS |
| ORACLE CORP | 492124 | 95919978 | COM |
| AMERIPRISE FINL INC | 195476 | 95849784 | COM |
| SNOWFLAKE INC | 435095 | 95442543 | COM SHS |
| COSTCO WHSL CORP NEW | 109995 | 94852780 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 420900 | 93932338 | COM |
| COSTAR GROUP INC | 1361651 | 91557413 | COM |
| CARDINAL HEALTH INC | 431769 | 88728540 | COM |
| ARES MANAGEMENT CORPORATION | 545278 | 88133303 | CL A COM STK |
| ISHARES TR | 1294483 | 86898644 | MSCI ACWI EX US |
| INVESCO EXCHANGE TRADED FD T | 452511 | 86683000 | S&P500 EQL WGT |
| PEPSICO INC | 603191 | 86569907 | COM |
| MICROCHIP TECHNOLOGY INC. | 1350150 | 86031539 | COM |
| CENCORA INC | 251870 | 85069193 | COM |
| PLAINS ALL AMERN PIPELINE L | 4713673 | 84657559 | UNIT LTD PARTN |
| AMERICAN EXPRESS CO | 224830 | 83176024 | COM |
| LIVE NATION ENTERTAINMENT IN | 561905 | 80071434 | COM |
| COLGATE PALMOLIVE CO | 1012699 | 80023457 | COM |
| DICKS SPORTING GOODS INC | 403796 | 79939568 | COM |
| ALNYLAM PHARMACEUTICALS INC | 200425 | 79699001 | COM |
| UBS AG LONDON BRANCH | 3126389 | 79105149 | ETRACS ALER MLP |
| ROSS STORES INC | 437708 | 78848799 | COM |
| LLOYDS BANKING GROUP PLC | 14802992 | 78455857 | SPONSORED ADR |
| SHELL PLC | 1066794 | 78388029 | SPON ADS |
| CHEVRON CORP NEW | 492867 | 75117925 | COM |
| ROYAL CARIBBEAN GROUP | 268770 | 74965413 | COM |
| AXON ENTERPRISE INC | 130999 | 74398353 | COM |
| PROCTER & GAMBLE CO | 501256 | 71835026 | COM |
| MARRIOTT INTL INC NEW | 230566 | 71530844 | CL A |
| NOVARTIS AG | 517027 | 71282455 | SPONSORED ADR |
| DATADOG INC | 515967 | 70166352 | CL A COM |
| FERRARI N V | 184894 | 68828890 | COM |
| CHUBB LIMITED | 216630 | 67614583 | COM |
| ISHARES TR | 707924 | 65921906 | MSCI AC ASIA ETF |
| BROOKFIELD INFRASTRUCTURE CO | 1411807 | 64096059 | COM SUB VTG A |
| AUTOZONE INC | 18551 | 62915717 | COM |
| EQUINIX INC | 78967 | 60501201 | COM |
| MIZUHO FINANCIAL GROUP INC | 8174986 | 59840899 | SPONSORED ADR |
| ALIBABA GROUP HLDG LTD | 406693 | 59613110 | SPONSORED ADS |
| STEPSTONE GROUP INC | 899550 | 57724118 | COM CL A |
| MATADOR RES CO | 1357127 | 57596470 | COM |
| TRIP COM GROUP LTD | 796100 | 57247572 | ADS |
| AMEREN CORP | 565303 | 56451158 | COM |
| IRON MTN INC DEL | 677651 | 56211138 | COM |
| VERTIV HOLDINGS CO | 344587 | 55826482 | COM CL A |
| NRG ENERGY INC | 346283 | 55142109 | COM NEW |
| KODIAK GAS SVCS INC | 1471663 | 55040196 | COM |
| MEDTRONIC PLC | 560406 | 53832648 | SHS |
| VEEVA SYS INC | 240704 | 53732242 | CL A COM |
| MORGAN STANLEY | 302112 | 53634001 | COM NEW |
| MONOLITHIC PWR SYS INC | 58914 | 53397595 | COM |
| FOMENTO ECONOMICO MEXICANO S | 526391 | 53202316 | SPON ADR UNITS |
| WASTE MGMT INC DEL | 242081 | 53187544 | COM |
| TEXAS INSTRS INC | 304818 | 52882838 | COM |
| BERKSHIRE HATHAWAY INC DEL | 70 | 52836000 | CL A |
| UNITED PARCEL SERVICE INC | 531179 | 52687610 | CL B |
| WILLIAMS COS INC | 874970 | 52594447 | COM |
| KINDER MORGAN INC DEL | 1903359 | 52323332 | COM |
| INTERCONTINENTAL HOTELS GROU | 368487 | 51894046 | SPONSORED ADS |
| HUBBELL INC | 115125 | 51128286 | COM |
| VALVOLINE INC | 1706259 | 49583887 | COM |
| AMETEK INC | 240992 | 49478105 | COM |
| VANGUARD INDEX FDS | 174148 | 48611767 | MCAP GR IDXVIP |
| TRACTOR SUPPLY CO | 964381 | 48228684 | COM |
| BHP GROUP LTD | 788140 | 47580036 | SPONSORED ADS |
| SONY GROUP CORP | 1838420 | 47063557 | SPONSORED ADR |
| HESS MIDSTREAM LP | 1336810 | 46119945 | CL A SHS |
| DT MIDSTREAM INC | 383668 | 45917386 | COMMON STOCK |
| BOEING CO | 207647 | 45084229 | COM |
| WASTE CONNECTIONS INC | 244632 | 42898986 | COM |
| MERCK & CO INC | 396195 | 41703481 | COM |
| ISHARES TR | 195334 | 41086509 | RUS 1000 VAL ETF |
| CORPAY INC | 136442 | 41059491 | COM SHS |
| ALPS ETF TR | 1262174 | 40919694 | CLEAN ENERGY |
| TESLA INC | 90769 | 40820435 | COM |
| ILLUMINA INC | 302802 | 39715510 | COM |
| 3M CO | 246520 | 39467924 | COM |
| TRADEWEB MKTS INC | 357060 | 38398209 | CL A |
| NATERA INC | 163506 | 37457590 | COM |
| ICON PLC | 205316 | 37412590 | SHS |
| US FOODS HLDG CORP | 496186 | 37372730 | COM |
| DRAFTKINGS INC NEW | 1066582 | 36754416 | COM CL A |
| HUBSPOT INC | 90060 | 36141078 | COM |
| ISHARES TR | 547485 | 36134031 | CORE S&P MCP ETF |
| CURTISS WRIGHT CORP | 65237 | 35963401 | COM |
| LOWES COS INC | 148224 | 35745589 | COM |
| PLANET FITNESS INC | 323740 | 35116078 | CL A |
| COCA COLA CO | 495541 | 34643305 | COM |
| EMCOR GROUP INC | 56513 | 34574132 | COM |
| VANGUARD INDEX FDS | 193521 | 34324853 | MCAP VL IDXVIP |
| INVESCO EXCH TRADED FD TR II | 1631695 | 34265598 | SR LN ETF |
| ILLINOIS TOOL WKS INC | 138997 | 34235084 | COM |
| ECOLAB INC | 128517 | 33738327 | COM |
| ISHARES TR | 614394 | 33613484 | MSCI EMG MKT ETF |
| CAPITAL GROUP DIVIDEND VALUE | 765786 | 33418905 | SHS CREATION UNI |
| ULTA BEAUTY INC | 53863 | 32587654 | COM |
| ZSCALER INC | 143808 | 32345295 | COM |
| WESTERN MIDSTREAM PARTNERS L | 808490 | 31935355 | COM UNIT LP INT |
| ISHARES TR | 317809 | 31742803 | CORE US AGGBD ET |
| TOTALENERGIES SE | 485222 | 31679851 | ACT |
| SAP SE | 129380 | 31427584 | SPON ADR |
| CANADIAN NATL RY CO | 317879 | 31422374 | COM |
| EQT CORP | 578172 | 30990046 | COM |
| ACCENTURE PLC IRELAND | 114120 | 30618322 | SHS CLASS A |
| KEYSIGHT TECHNOLOGIES INC | 149328 | 30341956 | COM |
| DOMINOS PIZZA INC | 71713 | 29891240 | COM |
| ISHARES TR | 246674 | 29645228 | CORE S&P SCP ETF |
| TRANSUNION | 341669 | 29298102 | COM |
| EVERGY INC | 402417 | 29171197 | COM |
| GUIDEWIRE SOFTWARE INC | 143293 | 28803366 | COM |
| MSCI INC | 47757 | 27399739 | COM |
| VANGUARD SCOTTSDALE FDS | 224998 | 27393506 | VNG RUS1000GRW |
| IDEX CORP | 153794 | 27366145 | COM |
| GALLAGHER ARTHUR J & CO | 104629 | 27076888 | COM |
| DUKE ENERGY CORP NEW | 225280 | 26405025 | COM NEW |
| PPL CORP | 753223 | 26377863 | COM |
| GENERAL DYNAMICS CORP | 78035 | 26271288 | COM |
| ANTERO RESOURCES CORP | 753091 | 25951516 | COM |
| COPART INC | 661333 | 25891187 | COM |
| CHIPOTLE MEXICAN GRILL INC | 698389 | 25840393 | COM |
| MOODYS CORP | 50570 | 25833801 | COM |
| ISHARES TR | 420094 | 25776943 | GLB INFRASTR ETF |
| ENTEGRIS INC | 305666 | 25752348 | COM |
| HEALTHEQUITY INC | 276723 | 25350557 | COM |
| MARVELL TECHNOLOGY INC | 294411 | 25019053 | COM |
| DIAMONDBACK ENERGY INC | 165725 | 24913495 | COM |
| CATERPILLAR INC | 43404 | 24864923 | COM |
| VANGUARD INDEX FDS | 118093 | 24695695 | EXTEND MKT ETF |
| WESCO INTL INC | 100653 | 24623660 | COM |
| WELLS FARGO CO NEW | 261388 | 24361328 | COM |
| ISHARES TR | 253453 | 24133747 | MBS ETF |
| ISHARES TR | 225669 | 24078882 | SHRT NAT MUN ETF |
| AMERICAN ELEC PWR CO INC | 207666 | 23945963 | COM |
| SHERWIN WILLIAMS CO | 73780 | 23906941 | COM |
| ISHARES TR | 215543 | 23750648 | IBOXX INV CP ETF |
| VANGUARD SCOTTSDALE FDS | 292300 | 23305054 | SHRT TRM CORP BD |
| FIRST SOLAR INC | 88717 | 23175646 | COM |
| ISHARES TR | 163760 | 23098348 | RUS MDCP VAL ETF |
| SPDR GOLD TR | 57877 | 22937426 | GOLD SHS |
| VANGUARD INDEX FDS | 75583 | 22834417 | SML CP GRW ETF |
| WISDOMTREE TR | 489592 | 22663214 | INDIA ERNGS FD |
| HONEYWELL INTL INC | 114356 | 22309666 | COM |
| BANK AMERICA CORP | 396971 | 21833401 | COM |
| TXO PARTNERS LP | 2034567 | 21708830 | COM UNIT |
| ZURN ELKAY WATER SOLNS CORP | 465919 | 21660576 | COM |
| BECTON DICKINSON & CO | 109824 | 21313610 | COM |
| TC ENERGY CORP | 386745 | 21274843 | COM |
| STARBUCKS CORP | 249092 | 20976042 | COM |
| ENBRIDGE INC | 433129 | 20716789 | COM |
| REGAL REXNORD CORPORATION | 146638 | 20576259 | COM |
| VIPER ENERGY INC | 531284 | 20523501 | CL A |
| VANGUARD INDEX FDS | 41799 | 20392304 | GROWTH ETF |
| REVVITY INC | 210101 | 20327272 | COM |
| CUMMINS INC | 39179 | 19999055 | COM |
| EQUINOR ASA | 808257 | 19099113 | SPONSORED ADR |
| BROOKFIELD RENEWABLE ENERGY | 706122 | 19044122 | PARTNERSHIP UNIT |
| OSHKOSH CORP | 151552 | 19039529 | COM |
| MONDAY COM LTD | 125868 | 18573082 | SHS |
| ISHARES TR | 206584 | 18480963 | CORE MSCI EAFE |
| BROOKFIELD ASSET MANAGMT LTD | 352261 | 18454947 | CL A LMT VTG SHS |
| DIAGEO PLC | 212701 | 18349673 | SPON ADR NEW |
| SERVICENOW INC | 119464 | 18300728 | COM |
| EMERSON ELEC CO | 137832 | 18293066 | COM |
| PENTAIR PLC | 172288 | 17942075 | SHS |
| PROCORE TECHNOLOGIES INC | 239768 | 17440724 | COM |
| BANK NEW YORK MELLON CORP | 149445 | 17349067 | COM |
| ALLIANT ENERGY CORP | 264217 | 17176747 | COM |
| REPUBLIC SVCS INC | 80232 | 17003591 | COM |
| CLEARWAY ENERGY INC | 508985 | 16928841 | CL C |
| BROOKFIELD INFRAST PARTNERS | 484294 | 16824382 | LP INT UNIT |
| DOMINION ENERGY INC | 286383 | 16779178 | COM |
| PHILIP MORRIS INTL INC | 102367 | 16419600 | COM |
| LOCKHEED MARTIN CORP | 33700 | 16299442 | COM |
| BOOKING HOLDINGS INC | 3026 | 16205820 | COM |
| THE CIGNA GROUP | 56778 | 15626971 | COM |
| PHILLIPS 66 | 120789 | 15586571 | COM |
| WORKDAY INC | 72255 | 15518929 | CL A |
| ALTRIA GROUP INC | 265528 | 15310327 | COM |
| PALANTIR TECHNOLOGIES INC | 83427 | 14829083 | CL A |
| YUM BRANDS INC | 96972 | 14669894 | COM |
| BRISTOL-MYERS SQUIBB CO | 268354 | 14474988 | COM |
| SAIA INC | 43625 | 14244435 | COM |
| LITHIA MTRS INC | 42081 | 13984907 | COM |
| KINETIK HOLDINGS INC | 381299 | 13745829 | COM NEW CL A |
| ISHARES TR | 128303 | 13742531 | NATIONAL MUN ETF |
| DECKERS OUTDOOR CORP | 129930 | 13469843 | COM |
| VANGUARD SCOTTSDALE FDS | 142348 | 13138720 | VNG RUS1000VAL |
| NORFOLK SOUTHN CORP | 44563 | 12866289 | COM |
| VANGUARD SPECIALIZED FUNDS | 58360 | 12826331 | DIV APP ETF |
| COMCAST CORP NEW | 427594 | 12780770 | CL A |
| ISHARES TR | 63696 | 12718889 | U.S. TECH ETF |
| GE HEALTHCARE TECHNOLOGIES I | 154285 | 12654457 | COMMON STOCK |
| INTEL CORP | 342109 | 12623810 | COM |
| ISHARES TR | 237615 | 12565062 | ISHS 1-5YR INVS |
| ISHARES TR | 32369 | 12521987 | RUSSELL 3000 ETF |
| ISHARES INC | 192500 | 12229525 | MSCI TAIWAN ETF |
| DEERE & CO | 26247 | 12219785 | COM |
| NOVO-NORDISK A S | 239760 | 12198991 | ADR |
| PIMCO ETF TR | 120199 | 12060769 | ENHAN SHRT MA AC |
| SOUTHERN CO | 137905 | 12025347 | COM |
| WESTERN DIGITAL CORP | 69285 | 11935789 | COM |
| CORE SCIENTIFIC INC NEW | 809891 | 11792013 | COM |
| WW GRAINGER INC | 11618 | 11723143 | COM |
| PFIZER INC | 462326 | 11511922 | COM |
| SELECT SECTOR SPDR TR | 78119 | 11246786 | STATE STREET TEC |
| VALERO ENERGY CORP | 66685 | 10855699 | COM |
| CONSOLIDATED EDISON INC | 108837 | 10809657 | COM |
| FLAHERTY & CRUMRINE PFD INCO | 1029875 | 10800420 | COM |
| GFL ENVIRONMENTAL INC | 250283 | 10749655 | SUB VTG SHS |
| ISHARES TR | 87141 | 10741033 | S&P 500 GRWT ETF |
| CAPITAL ONE FINL CORP | 43564 | 10558093 | COM |
| INFINITY NAT RES INC | 715562 | 10540228 | COM CL A |
| ISHARES BITCOIN TRUST ETF | 211113 | 10481760 | SHS BEN INT |
| VANGUARD WHITEHALL FDS | 72144 | 10354143 | HIGH DIV YLD |
| ISHARES INC | 105286 | 10235875 | MSCI STH KOR ETF |
| CONOCOPHILLIPS | 108453 | 10152312 | COM |
| VANGUARD WORLD FD | 13367 | 10075914 | INF TECH ETF |
| FEDEX CORP | 34607 | 9996604 | COM |
| ISHARES TR | 127125 | 9564913 | 3YRTB ETF |
| ISHARES TR | 52470 | 9508046 | RUS 2000 VAL ETF |
| PEMBINA PIPELINE CORP | 249338 | 9489804 | COM |
| ARES CAPITAL CORP | 467328 | 9454045 | COM |
| CLEARWAY ENERGY INC | 297783 | 9356342 | CL A |
| VANGUARD INDEX FDS | 43750 | 9265806 | SM CP VAL ETF |
| NU HLDGS LTD | 538128 | 9008263 | ORD SHS CL A |
| H2O AMERICA | 183639 | 8996475 | COM |
| MARSH | 48119 | 8927041 | COM |
| FTAI AVIATION LTD | 45054 | 8868843 | SHS |
| INVESCO EXCH TRADED FD TR II | 135551 | 8833510 | RAFI DVLPD MRKTS |
| ISHARES TR | 26849 | 8672551 | RUS 2000 GRW ETF |
| HCA HEALTHCARE INC | 18479 | 8627132 | COM |
| CONSTELLATION ENERGY CORP | 24118 | 8520172 | COM |
| JOHNSON CTLS INTL PLC | 70780 | 8475847 | SHS |
| CMS ENERGY CORP | 121202 | 8475681 | COM |
| APPLIED MATLS INC | 32920 | 8460034 | COM |
| COMFORT SYS USA INC | 9049 | 8444957 | COM |
| ISHARES TR | 58960 | 8321563 | SELECT DIVID ETF |
| SERVICE CORP INTL | 105921 | 8258674 | COM |
| BRAZE INC | 239399 | 8208992 | COM CL A |
| MCKESSON CORP | 9853 | 8082651 | COM |
| WATERBRIDGE INFRASTRUCTURE L | 400000 | 8004000 | CL A SHS REPSTG |
| VANGUARD INTL EQUITY INDEX F | 107908 | 7937722 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 250027 | 7917105 | INTL HIGH PROFIT |
| NIKE INC | 123738 | 7883346 | CL B |
| DTE ENERGY CO | 60818 | 7844243 | COM |
| AON PLC | 21767 | 7681238 | SHS CL A |
| MONGODB INC | 18234 | 7652627 | CL A |
| EDWARDS LIFESCIENCES CORP | 89119 | 7597352 | COM |
| LAM RESEARCH CORP | 43871 | 7509923 | COM NEW |
| US BANCORP DEL | 140647 | 7504913 | COM NEW |
| SUNOCO LP/SUNOCO FIN CORP | 142135 | 7449295 | COM UT REP LP |
| FASTENAL CO | 185169 | 7430831 | COM |
| ARISTA NETWORKS INC | 56569 | 7412258 | COM SHS |
| VERIZON COMMUNICATIONS INC | 181627 | 7397655 | COM |
| ROBLOX CORP | 90089 | 7299912 | CL A |
| SBA COMMUNICATIONS CORP NEW | 37691 | 7290666 | CL A |
| GILEAD SCIENCES INC | 59110 | 7255132 | COM |
| AT&T INC | 281065 | 6981648 | COM |
| ATLASSIAN CORPORATION | 41772 | 6772912 | CL A |
| WORKIVA INC | 78416 | 6763380 | COM CL A |
| DBX ETF TR | 71410 | 6759649 | XTRACK MSCI JAPN |
| CVS HEALTH CORP | 85165 | 6758717 | COM |
| WINGSTOP INC | 27950 | 6665847 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 10721 | 6467987 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 234331 | 6427699 | US DIVIDEND EQ |
| GLOBE LIFE INC | 45532 | 6368106 | COM |
| MOTOROLA SOLUTIONS INC | 16581 | 6355764 | COM NEW |
| BILL HOLDINGS INC | 114639 | 6252411 | COM |
| DIREXION SHS ETF TR | 36860 | 6204644 | DLY FIN BULL NEW |
| HUNTINGTON BANCSHARES INC | 356388 | 6183332 | COM |
| XYLEM INC | 45133 | 6146144 | COM |
| VANGUARD INDEX FDS | 69012 | 6106844 | REAL ESTATE ETF |
| UNITED RENTALS INC | 7543 | 6104595 | COM |
| CSX CORP | 164985 | 5980722 | COM |
| MACH NATURAL RESOURCES LP | 534655 | 5902591 | COM UNIT LTD PAR |
| CADENCE BANK | 136576 | 5850916 | COM |
| SELECT SECTOR SPDR TR | 135448 | 5782294 | STATE STREET UTI |
| KLA CORP | 4733 | 5750704 | COM NEW |
| FISERV INC | 83589 | 5614673 | COM |
| UNIFIRST CORP MASS | 29073 | 5608182 | COM |
| TRAVELERS COMPANIES INC | 19269 | 5589243 | COM |
| INVITATION HOMES INC | 198070 | 5504357 | COM |
| XCEL ENERGY INC | 74399 | 5495110 | COM |
| VISTRA CORP | 33889 | 5467388 | COM |
| ACUITY INC | 15179 | 5465047 | COM |
| VANGUARD WORLD FD | 13232 | 5461803 | MEGA GRWTH IND |
| HA SUSTAINABLE INFRA CAP INC | 170049 | 5344625 | COM |
| AUTODESK INC | 17860 | 5286739 | COM |
| CITIGROUP INC | 45305 | 5286671 | COM NEW |
| WIX COM LTD | 50838 | 5281560 | SHS |
| FRESHWORKS INC | 427657 | 5238798 | CLASS A COM |
| NEBIUS GROUP N.V. | 62510 | 5232400 | SHS CLASS A |
| OLD REP INTL CORP | 114163 | 5210399 | COM |
| PROFESIONALLY MANAGED PORTFO | 79164 | 5186034 | AKRE FOCUS ETF |
| RICE ACQUISITION CORP 3 | 499376 | 5118604 | ORD SHS CL A |
| SELECT SECTOR SPDR TR | 92275 | 5053929 | STATE STREET FIN |
| ISHARES TR | 93535 | 5039656 | ISHS 5-10YR INVT |
| CARRIER GLOBAL CORPORATION | 95289 | 5035083 | COM |
| AFLAC INC | 45629 | 5031522 | COM |
| INVESCO EXCHANGE TRADED FD T | 107695 | 5026664 | S&P500 PUR GWT |
| ISHARES TR | 18094 | 5010959 | RUS TP200 GR ETF |
| PATRICK INDS INC | 45691 | 4954275 | COM |
| ASTERA LABS INC | 29714 | 4943221 | COM |
| CROWDSTRIKE HLDGS INC | 10193 | 4778261 | CL A |
| CORNING INC | 53788 | 4709645 | COM |
| SLB LIMITED | 122297 | 4693743 | COM STK |
| ISHARES SILVER TR | 72077 | 4643200 | ISHARES |
| AIRBNB INC | 34046 | 4620776 | COM CL A |
| SNAP ON INC | 13397 | 4616606 | COM |
| ACV AUCTIONS INC | 573153 | 4596687 | COM CL A |
| LPL FINL HLDGS INC | 12792 | 4568785 | COM |
| SIMON PPTY GROUP INC NEW | 24421 | 4520534 | COM |
| SYSCO CORP | 60977 | 4493375 | COM |
| GARTNER INC | 17769 | 4482763 | COM |
| SCHWAB STRATEGIC TR | 166304 | 4475232 | US LRG CAP ETF |
| TYLER TECHNOLOGIES INC | 9812 | 4454157 | COM |
| WEC ENERGY GROUP INC | 42218 | 4452310 | COM |
| BROWN & BROWN INC | 55575 | 4429346 | COM |
| ISHARES TR | 20873 | 4426617 | S&P 500 VAL ETF |
| SOUTHSTATE BK CORP | 46826 | 4406795 | COM |
| DOVER CORP | 22331 | 4359904 | COM |
| ACCEL ENTERTAINMENT INC | 382049 | 4359179 | COM CL A1 |
| UBER TECHNOLOGIES INC | 52924 | 4324457 | COM |
| HILTON GRAND VACATIONS INC | 94744 | 4239794 | COM |
| PRICE T ROWE GROUP INC | 41063 | 4204075 | COM |
| MARATHON PETE CORP | 25656 | 4172445 | COM |
| CULLEN FROST BANKERS INC | 32918 | 4168406 | COM |
| PAYCHEX INC | 36857 | 4134578 | COM |
| GENERAL MTRS CO | 50231 | 4084757 | COM |
| ISHARES INC | 60398 | 4059925 | CORE MSCI EMKT |
| FIRST TR EXCHANGE-TRADED FD | 90880 | 4052557 | NAS CLNEDG GREEN |
| POST HLDGS INC | 40515 | 4013011 | COM |
| WHEATON PRECIOUS METALS CORP | 33935 | 3988041 | COM |
| HERBALIFE LTD | 309249 | 3986220 | COM SHS |
| EQUITY RESIDENTIAL | 63061 | 3975365 | SH BEN INT |
| SPDR DOW JONES INDL AVERAGE | 8264 | 3971481 | UT SER 1 |
| AIR PRODS & CHEMS INC | 16045 | 3963458 | COM |
| WABTEC | 18305 | 3907136 | COM |
| MICRON TECHNOLOGY INC | 13674 | 3902704 | COM |
| ISHARES TR | 123061 | 3809956 | PFD AND INCM SEC |
| WATSCO INC | 11246 | 3789187 | COM |
| ISHARES TR | 36745 | 3767832 | CORE S&P US VLU |
| PUBLIC SVC ENTERPRISE GRP IN | 46890 | 3765228 | COM |
| SYNOPSYS INC | 7909 | 3715015 | COM |
| SPROTT ASSET MANAGEMENT LP | 111509 | 3682027 | PHYSICAL GOLD TR |
| VERALTO CORP | 36741 | 3665999 | COM SHS |
| JEFFERIES FINL GROUP INC | 59057 | 3659764 | COM |
| VANGUARD STAR FDS | 48182 | 3634869 | VG TL INTL STK F |
| TREACE MED CONCEPTS INC | 1478830 | 3623134 | COM |
| ISHARES TR | 43506 | 3603196 | 1 3 YR TREAS BD |
| NORTHROP GRUMMAN CORP | 6252 | 3564857 | COM |
| ISHARES TR | 21114 | 3563408 | ISHARES BIOTECH |
| KIMBERLY-CLARK CORP | 35088 | 3539982 | COM |
| UNILEVER PLC | 53795 | 3518208 | SPON ADR NEW |
| YUM CHINA HLDGS INC | 73358 | 3502111 | COM |
| ALLSTATE CORP | 16733 | 3483022 | COM |
| VANGUARD INTL EQUITY INDEX F | 40919 | 3421269 | FTSE EUROPE ETF |
| ISHARES TR | 41967 | 3383811 | IBOXX HI YD ETF |
| ISHARES TR | 64506 | 3280773 | FLTG RATE NT ETF |
| REDDIT INC | 14163 | 3255649 | CL A |
| RESMED INC | 13368 | 3219913 | COM |
| VERTEX PHARMACEUTICALS INC | 7087 | 3212962 | COM |
| ISHARES TR | 127989 | 3193326 | GLOBAL REIT ETF |
| AVERY DENNISON CORP | 17508 | 3184355 | COM |
| CULP INC | 879844 | 3132245 | COM |
| GENERAL MLS INC | 67167 | 3123281 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 37522 | 3114363 | CL A |
| SANDISK CORP | 12769 | 3031105 | COM |
| PRUDENTIAL FINL INC | 26750 | 3019579 | COM |
| SCHWAB STRATEGIC TR | 83732 | 3019393 | FUNDAMENTAL EMER |
| TALEN ENERGY CORP | 7908 | 2964235 | COM |
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