CHOREO, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1680
Quarter
2025 Q4
Top Holding
VUG (6.4%)
Top 10 Concentration
31.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1680
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 6.37% 6.37% #1
Prev: #1
2.5 -1,872 -0.2%
P
S
1,016,084 $499,598,314 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 5.19% 5.11% #2
Prev: #2
4.1 23,777 1.1%
P
S
2,117,942 $407,428,465 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 3.91% 3.91% #3
Prev: #3
3.6 3,351 0.5%
P
S
644,156 $307,230,027 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.17% 3.13% #4
Prev: #4
1.3 -31,655 -3.4%
P
S
911,166 $248,821,256 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 2.33% 2.15% #5 3
Prev: #8
3.0 151,417 8.0%
P
S
2,037,050 $183,069,658 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 2.18% 2.15% #6 1
Prev: #7
2.9 14,156 1.8%
P
S
800,045 $171,153,608 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.14% 2.19% #7 2
Prev: #5
0.9 -5,744 -0.6%
P
S
893,813 $167,625,384 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 2.06% 1.78% #8 4
Prev: #12
2.9 33,232 14.9%
P
S
256,152 $161,816,200 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 2.04% 1.79% #9 2
Prev: #11
2.9 316,001 17.2%
P
S
2,158,395 $160,303,971 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBK
VANGUARD INDEX ...
ETF 2.03% 1.98% #10 1
Prev: #9
2.8 13,179 2.6%
P
S
523,404 $159,695,830 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 2.00% 1.94% #11 1
Prev: #10
2.8 173,558 6.3%
P
S
2,920,472 $157,150,609 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.94% 2.15% #12 6
Prev: #6
0.8 -6,843 -2.1%
P
S
312,019 $152,102,931 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 1.39% 1.48% #13
Prev: #13
0.6 -225,392 -10.3%
P
S
1,971,365 $108,977,031 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 1.20% 1.21% #14
Prev: #14
0.5 -2,086 -1.5%
P
S
136,512 $94,182,445 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.10% 1.09% #15
Prev: #15
0.4 -10,891 -2.9%
P
S
370,101 $86,061,685 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR
ETF 1.08% 1.03% #16 2
Prev: #18
2.4 8,528 2.2%
P
S
398,421 $84,441,430 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.07% 1.07% #17 1
Prev: #16
0.4 -700 -0.2%
P
S
354,325 $84,331,392 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.06% 1.06% #18 1
Prev: #17
0.4 -32,058 -2.4%
P
S
1,329,679 $83,490,570 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.94% 0.76% #19 9
Prev: #28
0.4 -2,428 -1.0%
P
S
236,189 $74,127,770 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 0.94% 0.89% #20 1
Prev: #19
2.4 49,463 4.8%
P
S
1,090,462 $73,486,225 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL ETF...
Bond/Debt 0.91% 0.80% #21 4
Prev: #25
2.4 96,474 7.3%
P
S
1,426,283 $71,456,768 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.89% 0.86% #22 1
Prev: #21
2.4 7,722 3.9%
P
S
207,438 $70,082,911 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 0.89% 0.85% #23
Prev: #23
2.4 19,898 5.8%
P
S
362,087 $69,958,738 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUS
DIMENSIONAL ETF...
ETF 0.88% 0.89% #24 4
Prev: #20
0.4 -17,814 -1.9%
P
S
928,475 $69,384,904 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.85% 0.85% #25 3
Prev: #22
0.3 -41,599 -1.5%
P
S
2,751,843 $66,598,383 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.02%
Sold All 😨
(Was: #446)
0.3 -25,168 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #587)
0.3 -64,858 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #602)
0.3 -50,001 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PAAA
PGIM ETF TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #623)
0.3 -18,468 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EIC
EAGLE POINT INC...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #628)
0.3 -70,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HI
HILLENBRAND INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #661)
0.3 -32,111 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #741)
0.3 -9,921 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OLN
OLIN CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #744)
0.3 -29,054 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHN
CHINA FD INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #751)
0.3 -38,838 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FSK
FS KKR CAP CORP
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #815)
0.3 -41,303 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFIX
SIMPLIFY EXCHAN...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #824)
0.3 -13,053 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKU
BANKUNITED INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #884)
0.3 -14,408 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #891)
0.3 -2,536 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #892)
0.3 -6,562 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #902)
0.3 -2,752 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FFC
FLAHERTY & CRUM...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #927)
0.3 -29,459 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #942)
0.3 -3,868 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #945)
0.3 -10,076 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TTC
TORO CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #1032)
0.3 -5,413 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PBI
PITNEY BOWES IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1086)
0.3 -32,970 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CADE
CADENCE BANK
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1121)
0.3 -9,450 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYD
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1143)
0.3 -7,918 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MHK
MOHAWK INDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1144)
0.3 -2,697 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1156)
0.3 -16,792 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1163)
0.3 -17,296 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PFN
PIMCO INCOME ST...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1175)
0.3 -43,174 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMX
CARMAX INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1178)
0.3 -7,253 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKF
ARK ETF TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1179)
0.3 -5,720 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
DOXIMITY INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1181)
0.3 -4,430 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USIG
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1199)
0.3 -6,035 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1212)
0.3 -3,620 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDA
IDACORP INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1214)
0.3 -2,316 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYF
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1223)
0.3 -2,376 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAP
ADVANCE AUTO PA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1225)
0.3 -4,895 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSM
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1235)
0.3 -4,922 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SSRM
SSR MINING IN
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1255)
0.3 -11,713 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
ROYALTY PHARMA ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1257)
0.3 -8,048 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #1259)
0.3 -4,890 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1260)
0.3 -5,913 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRC
BANK MARIN BANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1264)
0.3 -11,626 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ELF
E L F BEAUTY IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1268)
0.3 -2,113 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HXL
HEXCEL CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1270)
0.3 -4,460 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNOM
VIPER ENERGY IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1277)
0.3 -7,224 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMG
SCOTTS MIRACLE-...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1290)
0.3 -4,748 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1295)
0.3 -11,698 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1299)
0.3 -2,490 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SN
SHARKNINJA INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1300)
0.3 -2,582 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OSK
OSHKOSH CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1321)
0.3 -1,972 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1322)
0.3 -2,554 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CALF
PACER FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1323)
0.3 -5,822 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TG
TREDEGAR CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1333)
0.3 -31,022 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KTB
KONTOOR BRANDS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1337)
0.3 -3,104 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QLYS
QUALYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1343)
0.3 -1,855 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RUSHA
RUSH ENTERPRISE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1358)
0.3 -4,461 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABM
ABM INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1362)
0.3 -5,151 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKQ
ARK ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1368)
0.3 -2,117 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CUZ
COUSINS PPTYS I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1369)
0.3 -8,158 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HLI
HOULIHAN LOKEY ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1373)
0.3 -1,142 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNCL
FIDELITY COVING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1379)
0.3 -3,015 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SEIC
SEI INVTS CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1381)
0.3 -2,697 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTRACKER INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1383)
0.3 -3,066 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1384)
0.3 -720 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PNR
PENTAIR PLC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1401)
0.3 -1,999 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BNL
BROADSTONE NET ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1403)
0.3 -12,161 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOYA
VOYA FINANCIAL ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1405)
0.3 -2,936 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVLT
COMMVAULT SYS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1412)
0.3 -1,153 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DIAL
COLUMBIA ETF TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1413)
0.3 -11,772 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CGNX
COGNEX CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1418)
0.3 -4,733 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GGG
GRACO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1421)
0.3 -2,517 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COLD
AMERICOLD REALT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1422)
0.3 -16,744 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NWSA
NEWS CORP NEW
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1432)
0.3 -6,746 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVBF
CVB FINL CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1437)
0.3 -10,932 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPK
CHESAPEAKE UTIL...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1439)
0.3 -1,526 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MHO
M/I HOMES INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1440)
0.3 -1,428 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BPOP
POPULAR INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1441)
0.3 -1,611 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNF
UNIFIRST CORP M...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1443)
0.3 -1,222 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNT
VONTIER CORPORA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1445)
0.3 -4,823 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBND
SPDR SERIES TRU...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1446)
0.3 -6,266 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TGNA
TEGNA INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1447)
0.3 -9,883 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSTG
PURE STORAGE IN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1448)
0.3 -2,407 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSM
MSC INDL DIRECT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1450)
0.3 -2,187 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VCR
VANGUARD WORLD ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1454)
0.3 -507 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DPST
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1456)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOX
AMDOCS LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #1457)
0.3 -2,408 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALEX
ALEXANDER & BAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1461)
0.3 -10,577 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MARA
MARA HOLDINGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1462)
0.3 -10,424 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLKN
MILLERKNOLL INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1468)
0.3 -10,012 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAA
PLAINS ALL AMER...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1471)
0.3 -10,447 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1481)
0.3 -25,213 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AXL
AMERICAN AXLE &...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1487)
0.3 -25,765 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OGN
ORGANON & CO
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1488)
0.3 -14,486 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BGR
BLACKROCK ENERG...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1495)
0.3 -10,045 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVCR
NOVOCURE LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1496)
0.3 -10,545 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RQI
COHEN & STEERS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1499)
0.3 -10,710 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBC
MASTERBRAND INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1500)
0.3 -10,131 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTI
TETRA TECHNOLOG...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1513)
0.3 -16,708 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CODI
COMPASS DIVERSI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1516)
0.3 -14,047 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BDN
BRANDYWINE RLTY...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1525)
0.3 -14,117 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SVRA
SAVARA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1529)
0.3 -14,658 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
HALOZYME THERAP...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1546)
0.3 -28,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
UBER TECHNOLOGI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1554)
0.3 -22,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BIOMARIN PHARMA...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1555)
0.3 -28,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ITRON INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1558)
0.3 -24,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ORGN
ORIGIN MATERIAL...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1566)
0.3 -34,190 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RANI
RANI THERAPEUTI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1569)
0.3 -11,813 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1680 holdings

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