COLDSTREAM CAPITAL MANAGEMENT INC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1281
Quarter
2025 Q4
Top Holding
IVV (6.9%)
Top 10 Concentration
38.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1281
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
IVV
ISHARES TR
ETF 6.90% 6.77% #1
Prev: #1
4.8 31,281 4.2%
P
S
781,814 $535,495,702 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAI
DIMENSIONAL ETF...
Bond/Debt 5.40% 5.43% #2
Prev: #2
2.2 -80,373 -0.7%
P
S
11,001,558 $419,269,391 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.92% 3.58% #3 2
Prev: #5
4.1 276,520 53.9%
P
S
789,112 $381,630,401 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 4.26% 4.26% #4 1
Prev: #3
3.7 38,791 2.3%
P
S
1,729,977 $330,408,310 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 3.93% 4.16% #5 1
Prev: #4
1.6 -19,339 -3.0%
P
S
625,220 $305,019,977 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HEFA
ISHARES TR
ETF 3.02% 2.94% #6 1
Prev: #7
3.2 147,435 2.7%
P
S
5,656,741 $233,962,826 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 2.94% 2.97% #7 1
Prev: #6
3.2 3,401 0.9%
P
S
363,127 $227,728,120 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES TR
ETF 2.76% 2.74% #8
Prev: #8
3.1 32,284 3.1%
P
S
1,076,830 $213,880,052 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES TR
ETF 2.46% 2.61% #9
Prev: #9
1.0 -26,177 -1.3%
P
S
1,983,958 $190,777,382 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
REGL
PROSHARES TR
ETF 2.28% 2.59% #10
Prev: #10
0.9 -155,725 -6.9%
P
S
2,100,534 $176,906,949 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.23% 2.05% #11 1
Prev: #12
2.9 37,900 6.3%
P
S
636,854 $173,134,953 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 2.06% 2.13% #12 1
Prev: #11
0.8 -76,800 -2.9%
P
S
2,562,638 $160,087,999 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFLV
DIMENSIONAL ETF...
ETF 1.96% 1.88% #13 2
Prev: #15
2.8 187,912 4.4%
P
S
4,440,601 $151,912,975 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 1.84% 1.90% #14
Prev: #14
0.7 -5,367 -1.2%
P
S
452,584 $142,473,509 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.81% 1.81% #15 1
Prev: #16
2.7 33,423 4.6%
P
S
752,943 $140,423,738 2001 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 1.80% 1.91% #16 3
Prev: #13
0.7 -194,724 -4.3%
P
S
4,293,101 $139,826,297 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 1.64% 1.74% #17
Prev: #17
0.7 -14,691 -1.1%
P
S
1,274,200 $127,267,101 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.29% 1.18% #18 1
Prev: #19
2.5 35,128 8.8%
P
S
432,823 $99,904,249 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.11% 0.27% #19 35
Prev: #54
2.7 95,835 317.9%
P
S
125,986 $85,912,593 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD SCOTTS...
Bond/Debt 1.10% 1.14% #20
Prev: #20
2.4 19,428 1.4%
P
S
1,423,400 $85,304,371 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 1.06% 0.87% #21 5
Prev: #26
2.5 304,847 27.8%
P
S
1,400,031 $82,223,839 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 1.04% 1.07% #22 1
Prev: #21
2.4 2,046 0.7%
P
S
313,309 $80,818,012 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 1.00% 0.94% #23 1
Prev: #24
2.4 101,872 9.5%
P
S
1,173,446 $77,447,442 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWB
ISHARES TR
ETF 0.96% 1.01% #24 2
Prev: #22
0.4 -5,847 -2.8%
P
S
200,295 $74,798,140 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSV
DIMENSIONAL ETF...
ETF 0.93% 0.97% #25 2
Prev: #23
0.4 -65,926 -2.9%
P
S
2,194,002 $72,160,726 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOS
MOSAIC CO NEW
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #295)
0.3 -59,565 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #297)
0.3 -81,712 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #355)
0.3 -60,076 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #631)
0.3 -2,163 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #637)
0.3 -17,796 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TNK
TEEKAY TANKERS ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #669)
0.3 -11,610 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #671)
0.3 -7,084 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FOX
FOX CORP
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #724)
0.3 -9,267 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SXT
SENSIENT TECHNO...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #729)
0.3 -5,548 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCL
CALEDONIA MNG C...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #754)
0.3 -13,504 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRS
TRIMAS CORP
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #774)
0.3 -12,074 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTRN
MATERION CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #775)
0.3 -3,855 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #795)
0.3 -3,167 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DORM
DORMAN PRODS IN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #808)
0.3 -2,696 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PHG
KONINKLIJKE PHI...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #821)
0.3 -14,704 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RRX
REGAL REXNORD C...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #832)
0.3 -2,706 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHG
SHINHAN FINANCI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #863)
0.3 -7,126 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DEO
DIAGEO PLC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #864)
0.3 -3,761 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TAK
TAKEDA PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #874)
0.3 -23,828 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #879)
0.3 -5,778 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SJM
SMUCKER J M CO
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #883)
0.3 -3,139 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #888)
0.3 -1,047 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.00%
Sold All 😨
(Was: #901)
0.3 -6,779 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BFAM
BRIGHT HORIZONS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #906)
0.3 -2,969 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OGN
ORGANON & CO
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #909)
0.3 -29,902 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEMP
J P MORGAN EXCH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #912)
0.3 -6,266 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALAB
ASTERA LABS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #942)
0.3 -1,516 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #943)
0.3 -3,990 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MP
MP MATERIALS CO...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #946)
0.3 -4,368 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #950)
0.3 -1,385 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PSO
PEARSON PLC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #961)
0.3 -20,210 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAX
BAXTER INTL INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #972)
0.3 -12,123 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MAS
MASCO CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #977)
0.3 -3,901 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSD
SIMPSON MFG INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #980)
0.3 -1,629 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TW
TRADEWEB MKTS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #989)
0.3 -2,420 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNW
PINNACLE WEST C...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #992)
0.3 -2,983 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1002)
0.3 -1,757 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1003)
0.3 -11,189 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MTCH
MATCH GROUP INC...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1006)
0.3 -7,340 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GDDY
GODADDY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1007)
0.3 -1,887 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1009)
0.3 -2,579 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1010)
0.3 -1,668 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSB
SOUTHSTATE BK C...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1011)
0.3 -2,605 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KBH
KB HOME
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1016)
0.3 -4,043 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPK
CHESAPEAKE UTIL...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1024)
0.3 -1,882 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SR
SPIRE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1029)
0.3 -3,078 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MTH
MERITAGE HOMES ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1032)
0.3 -3,443 -100.0%
CLOSED
$— 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPX
LOUISIANA PAC C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1039)
0.3 -2,760 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1040)
0.3 -2,183 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CORT
CORCEPT THERAPE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1042)
0.3 -2,910 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVT
AVNET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1043)
0.3 -4,605 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMX
FOMENTO ECONOMI...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1044)
0.3 -2,440 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LANC
MARZETTI COMPAN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1047)
0.3 -1,391 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PAYC
PAYCOM SOFTWARE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1048)
0.3 -1,155 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMF
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1049)
0.3 -4,213 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOYA
VOYA FINANCIAL ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1050)
0.3 -3,212 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IHG
INTERCONTINENTA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1055)
0.3 -1,965 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EDGH
ADVISORS INNER ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1058)
0.3 -8,217 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VVV
VALVOLINE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1059)
0.3 -6,585 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
FIDELITY WISE O...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1062)
0.3 -2,361 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDGL
MADRIGAL PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1065)
0.3 -512 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TREX
TREX CO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1066)
0.3 -4,524 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROG
ROGERS CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1076)
0.3 -2,829 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1077)
0.3 -8,151 -100.0%
CLOSED
$— 2002 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSEX
MIDDLESEX WTR C...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1079)
0.3 -4,191 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
POST
POST HLDGS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1082)
0.3 -2,094 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASB
ASSOCIATED BANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1084)
0.3 -8,736 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLG
SL GREEN RLTY C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1088)
0.3 -3,744 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DT
DYNATRACE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1090)
0.3 -4,604 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HRB
BLOCK H & R INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1091)
0.3 -4,408 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PVH
PVH CORPORATION
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1092)
0.3 -2,652 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NE
NOBLE CORP PLC
Energy 0.00% 0.00%
Sold All 😨
(Was: #1093)
0.3 -7,851 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1100)
0.3 -1,859 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1101)
0.3 -4,474 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QSR
RESTAURANT BRAN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1104)
0.3 -3,393 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NMRK
NEWMARK GROUP I...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1106)
0.3 -11,586 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STRL
STERLING INFRAS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1107)
0.3 -635 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MHK
MOHAWK INDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1108)
0.3 -1,672 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VC
VISTEON CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1110)
0.3 -1,798 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PATK
PATRICK INDS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1111)
0.3 -2,081 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1114)
0.3 -1,755 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSM
MSC INDL DIRECT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1115)
0.3 -2,324 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SIGI
SELECTIVE INS G...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1116)
0.3 -2,641 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBRA
SABRA HEALTH CA...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1118)
0.3 -11,436 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCEP
COCA-COLA EUROP...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1120)
0.3 -2,355 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRW
WISDOMTREE TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1121)
0.3 -2,392 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
H
HYATT HOTELS CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1123)
0.3 -1,496 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEX
TEREX CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1125)
0.3 -4,125 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MOG/A
MOOG INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1128)
0.3 -1,004 -100.0%
CLOSED
$— 2005 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BPOP
POPULAR INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1129)
0.3 -1,641 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HLI
HOULIHAN LOKEY ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1132)
0.3 -1,011 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN/B
LENNAR CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1133)
0.3 -1,727 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1134)
0.3 -813 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EE
EXCELERATE ENER...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1135)
0.3 -8,164 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
THG
HANOVER INS GRO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1139)
0.3 -1,127 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WDFC
WD 40 CO
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1141)
0.3 -1,033 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLM
SLM CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1142)
0.3 -7,343 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UE
URBAN EDGE PPTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1143)
0.3 -9,926 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TOST
TOAST INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1144)
0.3 -5,565 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PCTY
PAYLOCITY HLDG ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1146)
0.3 -1,272 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GNTX
GENTEX CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1149)
0.3 -7,136 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ONC
BEONE MEDICINES...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1152)
0.3 -591 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AL
AIR LEASE CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1153)
0.3 -3,154 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1157)
0.3 -23,763 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCS
CCC INTELLIGENT...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1159)
0.3 -21,116 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NUS
NU SKIN ENTERPR...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1161)
0.3 -14,883 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KEP
KOREA ELEC PWR ...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1164)
0.3 -12,851 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1166)
0.3 -14,718 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ASLE
AERSALE CORPORA...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1169)
0.3 -18,411 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XRAY
DENTSPLY SIRONA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1170)
0.3 -11,864 -100.0%
CLOSED
$— 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTAL
MAC COPPER LIMI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1177)
0.3 -11,184 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LXP
LXP INDUSTRIAL ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1186)
0.3 -12,635 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PIM
PUTNAM MASTER I...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1195)
0.3 -22,222 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLX
HELIX ENERGY SO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1196)
0.3 -11,214 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NEOG
NEOGEN CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1198)
0.3 -11,175 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COTY
COTY INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1199)
0.3 -15,264 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TACT
TRANSACT TECHNO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1202)
0.3 -10,720 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GSM
FERROGLOBE PLC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1206)
0.3 -11,499 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OSUR
ORASURE TECHNOL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1207)
0.3 -16,018 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BDN
BRANDYWINE RLTY...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1208)
0.3 -10,858 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPI
OFFICE PPTYS IN...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1214)
0.3 -13,059 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1281 holdings

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