High Note Wealth, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
994
Quarter
2025 Q4
Top Holding
IVV (11.0%)
Top 10 Concentration
46.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 994
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 CORE S&...
ETF 10.95% 10.72% #1
Prev: #1
6.4 1,822 2.3%
P
S
81,668 $55,937,639 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGD
ISHARES ESG AWA...
ETF 5.89% 5.92% #2
Prev: #2
2.4 -1,344 -0.4%
P
S
316,154 $30,063,112 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHM
SCHWAB U.S. MID...
ETF 5.29% 5.20% #3 1
Prev: #4
4.1 24,013 2.7%
P
S
898,247 $27,010,295 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
STATE STREET TE...
ETF 5.25% 5.34% #4 1
Prev: #3
4.4 91,938 97.5%
P
S
186,281 $26,818,905 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 4.00% 3.80% #5 1
Prev: #6
3.6 796 1.1%
P
S
75,230 $20,451,911 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DBEF
XTRACKERS MSCI ...
ETF 4.00% 3.83% #6 1
Prev: #5
3.6 12,868 3.1%
P
S
424,304 $20,413,286 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIL
STATE STREET SP...
ETF 3.29% 2.90% #7
Prev: #7
3.4 26,561 16.9%
P
S
183,952 $16,809,534 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CA...
Communication Services 3.12% 2.46% #8 1
Prev: #9
3.2 373 0.7%
P
S
50,868 $15,921,783 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD SMALL-...
ETF 2.41% 2.40% #9 1
Prev: #10
3.0 668 1.4%
P
S
47,793 $12,328,215 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES CORE U....
ETF 2.41% 2.31% #10 1
Prev: #11
3.0 8,377 7.3%
P
S
123,228 $12,308,030 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 2.33% 2.54% #11 3
Prev: #8
0.9 -2,266 -3.3%
P
S
67,013 $11,911,561 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FRDM
FREEDOM 100 EME...
ETF 2.27% 1.88% #12 4
Prev: #16
2.9 14,976 7.1%
P
S
226,594 $11,617,483 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 2.09% 2.29% #13 1
Prev: #12
2.8 63 0.3%
P
S
22,079 $10,677,883 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES 20 YEAR...
ETF 2.06% 2.00% #14
Prev: #14
2.9 9,662 8.7%
P
S
120,952 $10,542,199 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 2.05% 1.98% #15
Prev: #15
2.8 483 1.1%
P
S
45,370 $10,472,303 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES 7-10 YE...
ETF 1.96% 2.02% #16 3
Prev: #13
0.8 -407 -0.4%
P
S
104,023 $10,002,855 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
STATE STREET HE...
ETF 1.93% 1.82% #17
Prev: #17
0.8 -1,311 -2.0%
P
S
63,695 $9,859,964 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.82% 1.81% #18
Prev: #18
2.7 226 0.8%
P
S
28,890 $9,309,093 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.72% 1.76% #19 1
Prev: #20
2.7 18 0.1%
P
S
17,500 $8,796,375 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.42% 1.20% #20 4
Prev: #24
2.6 6,765 21.0%
P
S
38,947 $7,263,624 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC COM
Consumer Defensive 1.42% 1.33% #21
Prev: #21
2.6 522 0.8%
P
S
64,974 $7,238,797 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC CO...
Consumer Cyclical 1.38% 1.78% #22 3
Prev: #19
2.6 18 0.9%
P
S
2,082 $7,061,103 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMXC
ISHARES MSCI EM...
ETF 1.37% 1.26% #23 1
Prev: #22
2.6 3,456 3.7%
P
S
96,332 $7,001,384 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
STATE STREET CO...
ETF 1.21% 1.26% #24 1
Prev: #23
0.5 -490 -0.9%
P
S
52,430 $6,172,069 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TRU...
ETF 1.16% 1.17% #25
Prev: #25
0.5 -45 -0.5%
P
S
9,658 $5,933,045 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBIB
ISHARES TR IBON...
ETF 0.00% 0.98%
Sold All 😨
(Was: #28)
0.3 -192,178 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES IBONDS ...
ETF 0.00% 0.49%
Sold All 😨
(Was: #46)
0.3 -103,677 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHE
ISHARES IBONDS ...
ETF 0.00% 0.14%
Sold All 😨
(Was: #73)
0.3 -30,486 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA COM
Consumer Defensive 0.00% 0.13%
Sold All 😨
(Was: #75)
0.3 -7,765 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPNG
COUPANG INC CL ...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #116)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC SPON...
CALL
CALL Option 0.00% 0.01%
Sold All 😨
(Was: #163)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FSK
FS KKR CAP CORP...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #166)
0.3 -4,539 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES IBONDS ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #225)
0.3 -1,105 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #302)
0.3 -34 -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: #329)
0.3 -43 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ENPH
ENPHASE ENERGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #373)
0.3 -190 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC SPON...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #376)
0.3 -190 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD SPONSOR...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #391)
0.3 -34 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSGS
MADISON SQUARE ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #429)
0.3 -24 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES U.S. HO...
ETF 0.00% 0.00%
Sold All 😨
(Was: #439)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MIDD
MIDDLEBY CORP C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #462)
0.3 -38 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HTO
H2O AMERICA COM
Utilities 0.00% 0.00%
Sold All 😨
(Was: #467)
0.3 -102 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPH
TRI POINTE HOME...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #504)
0.3 -137 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLG
SL GREEN RLTY C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #506)
0.3 -77 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MAA
MID-AMER APT CM...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #521)
0.3 -32 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RHI
ROBERT HALF INC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #525)
0.3 -131 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #537)
0.3 -52 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INGR
INGREDION INC C...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #542)
0.3 -35 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MANH
MANHATTAN ASSOC...
Technology 0.00% 0.00%
Sold All 😨
(Was: #556)
0.3 -20 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IOSP
INNOSPEC INC CO...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #566)
0.3 -52 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WST
WEST PHARMACEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #571)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCH
POTLATCHDELTIC ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #574)
0.3 -96 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABR
ARBOR REALTY TR...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #578)
0.3 -313 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRN
TRINITY INDS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #581)
0.3 -136 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEN
PENUMBRA INC CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #583)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BCC
BOISE CASCADE C...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #584)
0.3 -49 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MTN
VAIL RESORTS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #588)
0.3 -25 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OUT
OUTFRONT MEDIA ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #592)
0.3 -202 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #597)
0.3 -23 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MRP
MILLROSE PPTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #599)
0.3 -108 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KAI
KADANT INC COM
Industrials 0.00% 0.00%
Sold All 😨
(Was: #606)
0.3 -12 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CAKE
CHEESECAKE FACT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #609)
0.3 -64 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVNT
AVIENT CORPORAT...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #612)
0.3 -104 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GPK
GRAPHIC PACKAGI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #613)
0.3 -175 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KNSL
KINSALE CAP GRO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #615)
0.3 -8 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPX
LOUISIANA PAC C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #616)
0.3 -38 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHWY
CHEWY INC CL A
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #624)
0.3 -79 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMG
SCOTTS MIRACLE-...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #627)
0.3 -54 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WING
WINGSTOP INC CO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #629)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #633)
0.3 -25 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BF/B
BROWN FORMAN CO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #635)
0.3 -101 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMT
KENNAMETAL INC ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #639)
0.3 -126 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AHH
ARMADA HOFFLER ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #641)
0.3 -367 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNV
SYNOVUS FINL CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #645)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DEA
EASTERLY GOVT P...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #646)
0.3 -107 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAL
WESTERN ALLIANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #648)
0.3 -28 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RLJ
RLJ LODGING TR ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #649)
0.3 -337 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FCN
FTI CONSULTING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #663)
0.3 -14 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBG
HUB GROUP INC C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #668)
0.3 -64 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC CL ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #669)
0.3 -79 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GVA
GRANITE CONSTR ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #670)
0.3 -20 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WAFD
WAFD INC COM
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #677)
0.3 -70 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CVLT
COMMVAULT SYS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #683)
0.3 -11 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XHR
XENIA HOTELS & ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #685)
0.3 -150 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AESI
ATLAS ENERGY SO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #690)
0.3 -179 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
URBN
URBAN OUTFITTER...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #696)
0.3 -27 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #701)
0.3 -34 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VVV
VALVOLINE INC C...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #705)
0.3 -50 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COTY
COTY INC COM CL...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #708)
0.3 -443 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KGS
KODIAK GAS SVCS...
Energy 0.00% 0.00%
Sold All 😨
(Was: #709)
0.3 -48 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ST
SENSATA TECHNOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #713)
0.3 -57 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WEX
WEX INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -11 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GL
GLOBE LIFE INC ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #715)
0.3 -12 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LII
LENNOX INTL INC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #726)
0.3 -3 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZD
ZIFF DAVIS INC ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #729)
0.3 -41 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMG
WARNER MUSIC GR...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #732)
0.3 -44 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDDY
GODADDY INC CL ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #735)
0.3 -10 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HLNE
HAMILTON LANE I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #736)
0.3 -10 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALGN
ALIGN TECHNOLOG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #737)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMDX
TRANSMEDICS GRO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #738)
0.3 -11 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #807)
0.3 -9 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #815)
0.3 -1 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #827)
0.3 -6 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KIM
KIMCO RLTY CORP...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #842)
0.3 -6 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTAP
NETAPP INC COM
Technology 0.00% 0.00%
Sold All 😨
(Was: #846)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #852)
0.3 -1 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 994 holdings

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