MODL
VictoryShares WestEnd US Sector ETF
Victory Portfolios II
ETF

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EXACT SCIENCES CORP 7,728 0 -7,728 0.00% -$784.86K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 218,867 258,557 39,690 5.64% $4.27M
APPLE INC 138,604 162,203 23,599 5.15% $3.48M
ALPHABET INC CL A 105,777 125,354 19,577 4.51% $2.94M
ALPHABET INC CL C 91,513 109,094 17,581 3.91% $2.58M
MICROSOFT CORP 68,741 80,891 12,150 3.74% -$3.30M
META PLATFORMS INC CL A 39,638 47,177 7,539 3.37% $826.73K
ABBVIE INC 73,128 87,397 14,269 2.38% $2.30M
JPMORGAN CHASE and CO 50,987 59,822 8,835 2.20% $1.17M
WALMART INC 111,867 132,976 21,109 2.07% $4.06M
BROADCOM INC 43,471 51,301 7,830 1.98% $832.86K
BERKSHIRE HATH-B 25,702 32,480 6,778 1.95% $2.65M
AMAZON.COM INC 61,923 71,140 9,217 1.85% $523.26K
LILLY ELI and CO 13,138 15,510 2,372 1.78% $146.49K
COSTCO WHOLESALE CORP 11,357 13,478 2,121 1.68% $3.64M
VISA INC-CLASS A 31,479 37,385 5,906 1.41% $259.24K
JOHNSON&JOHNSON 37,052 43,969 6,917 1.34% $3.08M
PROCTER & GAMBLE 60,155 70,705 10,550 1.28% $1.59M
COCA-COLA CO/THE 109,345 130,040 20,695 1.24% $2.25M
AMGEN INC 22,250 26,622 4,372 1.17% $2.08M
MASTERCARD INC CL A 15,322 18,022 2,700 1.13% $257.85K
NETFLIX INC 82,785 90,662 7,877 1.09% $955.23K
GILEAD SCIENCES INC 51,252 61,345 10,093 1.07% $2.26M
PHILIP MORRIS INTL INC 39,742 47,296 7,554 0.98% $1.45M
BANK OF AMERICA CORPORATION 135,755 159,785 24,030 0.97% $322.99K
TESLA INC 15,273 20,587 5,314 0.96% $784.64K
PEPSICO INC 35,005 41,215 6,210 0.80% $1.38M
NEXTERA ENERGY INC 53,339 62,789 9,450 0.73% $1.55M
VERTEX PHARMACEUTICALS INC 10,469 12,533 2,064 0.70% $850.26K
GOLDMAN SACHS GROUP INC 5,641 6,575 934 0.70% $603.95K
WELLS FARGO & CO 58,349 68,609 10,260 0.68% $23.84K
MERCK & CO 38,152 44,902 6,750 0.68% $1.39M
AMERICAN EXPRESS CO 12,781 15,281 2,500 0.58% -$106.13K
VERIZON COMMUNICATIONS INC 76,380 89,880 13,500 0.56% $1.40M
CITIGROUP INC 33,141 39,081 5,940 0.55% $564.95K
UNITEDHEALTH GRP 13,917 16,347 2,430 0.55% -$170.81K
MORGAN STANLEY 22,798 26,848 4,050 0.55% $371.05K
AT&T INC 128,508 151,458 22,950 0.55% $1.20M
MICRON TECHNOLOGY INC 10,531 12,421 1,890 0.52% $1.19M
REGENERON PHARMACEUTICALS INC 4,187 4,997 810 0.48% $629.06K
WALT DISNEY CO/T 32,401 38,071 5,670 0.46% -$16.98K
ADV MICRO DEVICE 15,200 17,900 2,700 0.46% $386.16K
ABBOTT LABS 26,325 34,968 8,643 0.45% $291.91K
PALANTIR TECHNOLOGIES INC 20,481 23,991 3,510 0.44% -$131.09K
SCHWAB CHARLES CORP 30,988 36,388 5,400 0.43% $323.73K
CISCO SYSTEMS INC 37,138 43,618 6,480 0.42% $523.58K
THERMO FISHER SCIENTIFIC INC 5,737 6,817 1,080 0.42% $26.46K
ALTRIA GROUP INC 43,508 49,993 6,485 0.41% $790.37K
SOUTHERN CO 28,744 33,874 5,130 0.41% $763.04K
BLACKROCK INC 2,688 3,228 540 0.39% $227.33K
DUKE ENERGY CORP NEW 18,723 23,388 4,665 0.38% $867.90K
INTUITIVE SURGICAL INC 5,407 6,487 1,080 0.37% -$71.87K
APPLIED MATERIALS INC 7,396 8,746 1,350 0.37% $1.09M
LAM RESEARCH CORP 11,786 13,766 1,980 0.37% $923.72K
PFIZER INC 89,601 103,827 14,226 0.36% $684.40K
CONSTELLATION ENERGY CORP 8,113 10,211 2,098 0.36% -$14.66K
S&P GLOBAL INC 5,717 6,641 924 0.35% -$162.96K
CHUBB LTD 7,126 8,476 1,350 0.35% $538.42K
ORACLE CORP 15,823 18,523 2,700 0.34% -$359.14K
PROGRESSIVE CORP OHIO 10,918 12,808 1,890 0.32% $52.81K
INTL BUS MACH CORP 8,769 10,389 1,620 0.31% -$79.28K
CAPITAL ONE FINANCIAL CORP 11,975 13,743 1,768 0.31% -$395.13K
HOME DEPOT INC 6,422 7,275 853 0.30% $182.86K
CME GROUP INC CL A 6,726 7,806 1,080 0.29% $468.77K
MONDELEZ INTL INC 33,031 38,971 5,940 0.28% $468.23K
DANAHER CORP 9,821 11,781 1,960 0.28% -$14.55K
BRISTOL-MYERS SQUIBB CO 31,078 36,478 5,400 0.28% $536.04K
COMCAST CORP CL A 65,087 76,697 11,610 0.28% $256.52K
T-MOBILE US INC 8,822 10,442 1,620 0.27% $401.91K
STRYKER CORP 5,623 6,564 941 0.27% $180.55K
AMERICAN ELECTRIC POWER CO INC 13,932 16,362 2,430 0.27% $538.23K
ALNYLAM PHARMACEUTICALS INC 5,375 6,455 1,080 0.27% -$1.60K
KLA CORP 1,244 1,447 203 0.27% $619.02K
COLGATE-PALMOLIVE CO 20,681 24,461 3,780 0.26% $450.60K
INTEL CORP 39,781 46,801 7,020 0.26% $597.41K
INTERCONTINENTAL EXCHANGE INC 10,791 12,681 1,890 0.25% $246.76K
MEDTRONIC PLC 19,310 22,820 3,510 0.25% $122.43K
TEXAS INSTRUMENTS INC 8,695 10,012 1,317 0.24% $435.23K
SEMPRA ENERGY 16,824 19,794 2,970 0.24% $437.99K
MCKESSON CORP 1,940 2,210 270 0.24% $321.08K
MARSH & MCLENNAN 9,220 10,840 1,620 0.24% $169.70K
SALESFORCE INC 8,686 9,926 1,240 0.23% -$448.12K
BLACKSTONE INC 13,488 15,918 2,430 0.23% -$248.63K
BANK OF NEW YORK MELLON CORP 13,210 15,266 2,056 0.23% $277.46K
PNC FINANCIAL SERVICES GRP INC 7,351 8,701 1,350 0.23% $276.22K
US BANCORP DEL 29,263 34,393 5,130 0.22% $227.31K
ANALOG DEVICES INC 4,682 5,492 810 0.22% $477.47K
AMPHENOL CORPORATION CL A 11,479 13,639 2,160 0.22% $172.02K
INSMED INC 8,718 10,338 1,620 0.21% $173.19K
BOSTON SCIENTIFIC CORP 22,872 26,922 4,050 0.21% -$491.49K
MOODYS CORP 3,319 3,859 540 0.21% -$12.02K
CVS HEALTH CORP 19,872 23,382 3,510 0.21% $102.25K
TARGET CORP 11,597 13,757 2,160 0.21% $533.74K
MCDONALDS CORP 4,491 5,301 810 0.21% $274.91K
DOMINION ENERGY INC 22,299 26,349 4,050 0.20% $322.40K
Spotify Technology SA 2,772 3,312 540 0.20% -$3.71K
ENTERGY CORP 11,577 13,737 2,160 0.19% $473.43K
VISTRA CORP 8,630 10,250 1,620 0.19% $148.60K
QUALCOMM INC 10,035 11,925 1,890 0.19% -$180.79K
MONSTER BEVERAGE CORP 17,855 21,095 3,240 0.19% $159.60K
AON PLC-CLASS A 3,923 4,733 810 0.19% $143.37K
EXELON CORP 26,264 30,854 4,590 0.19% $367.62K
XCEL ENERGY INC 15,386 18,086 2,700 0.18% $300.34K
PALO ALTO NETWORKS INC 6,283 8,940 2,657 0.18% $275.93K
WARNER BROS DISCOVERY INC 43,967 51,797 7,830 0.18% $155.22K
TRAVELERS COS IN 4,241 4,793 552 0.17% $167.88K
KROGER CO 16,980 19,092 2,112 0.17% $320.59K
ARISTA NETWORKS INC 9,602 11,222 1,620 0.17% $119.69K
KKR & CO INC 12,696 14,856 2,160 0.17% -$244.31K
ACCENTURE PLC-A 5,738 6,818 1,080 0.17% -$187.56K
INTUIT INC 2,524 3,064 540 0.17% -$347.14K
TRUIST FINL CORP 24,197 28,517 4,320 0.16% $120.19K
HCA HEALTHCARE INC 2,342 2,764 422 0.16% $214.65K
NATERA INC 5,447 6,527 1,080 0.16% $57.48K
BIOGEN INC 6,015 7,095 1,080 0.16% $242.15K
TJX COS INC 7,013 8,105 1,092 0.16% $217.10K
THE CIGNA GROUP 3,955 4,765 810 0.16% $182.53K
UNITED THERAPEUTICS CORP DEL 1,712 2,097 385 0.16% $409.31K
CONSOLIDATED EDISON INC 9,350 10,970 1,620 0.16% $312.94K
PUB SERV ENTERP 13,088 14,999 1,911 0.15% $163.20K
ARTHUR J GALLAGHAR AND CO 4,760 5,570 810 0.15% -$25.49K
ALLSTATE CORPORATION 4,919 5,729 810 0.15% $163.96K
PG&E CORP 57,201 67,461 10,260 0.15% $266.07K
CORNING INC 7,359 8,709 1,350 0.15% $539.81K
SERVICENOW INC 9,659 11,279 1,620 0.15% -$300.44K
ELEVANCE HEALTH INC 3,466 4,006 540 0.15% -$42.25K
AFLAC INC 8,953 10,573 1,620 0.14% $172.72K
ROBINHOOD MARKETS INC 14,234 16,664 2,430 0.14% -$455.05K
WEC ENERGY GROUP INC 6,822 9,790 2,968 0.14% $413.94K
ADOBE INC 4,024 4,516 492 0.14% -$310.61K
CENCORA INC 2,925 3,465 540 0.14% $100.58K
ARCHER DANIELS MIDLAND CO 12,380 14,540 2,160 0.13% $345.19K
CROWDSTRIKE HOLDINGS INC 2,242 2,705 463 0.13% $5.10K
SYSCO CORP 12,289 14,449 2,160 0.13% $125.07K
KEURIG DR PEPPER INC 33,105 39,045 5,940 0.13% $100.78K
SANDISK CORPORATION 1,301 1,571 270 0.12% $689.29K
KENVUE INC 49,206 57,846 8,640 0.12% $148.46K
APOLLO GLOBAL MANAGEMENT INC 7,539 8,889 1,350 0.12% -$100.93K
ELECTRONIC ARTS INC 4,031 4,841 810 0.12% $163.28K
WESTERN DIGITAL CORP 3,082 3,622 540 0.12% $448.78K
THE BOOKING HOLDINGS INC 208 231 23 0.12% -$141.32K
KIMBERLY CLARK CORP 8,407 10,027 1,620 0.12% $119.12K
LOWES COS INC 3,458 3,998 540 0.12% $110.72K
PAYPAL HOLDINGS 17,587 20,827 3,240 0.12% -$84.72K
SEAGATE TECHNOLO 1,963 2,399 436 0.12% $399.24K
APPLOVIN CORP 2,085 2,355 270 0.12% -$467.62K
FIFTH THIRD BANCORP 12,351 20,008 7,657 0.12% $351.42K
AMERICAN INTERNATIONAL GROUP 10,442 12,332 1,890 0.12% $34.67K
AMEREN CORP 7,053 8,403 1,350 0.12% $219.35K
ATMOS ENERGY CORP 4,183 4,993 810 0.12% $221.11K
DTE ENERGY CO 5,413 6,234 821 0.11% $213.37K
MARVELL TECHNOLOGY INC 7,806 9,156 1,350 0.11% $243.55K
ZOETIS INC CL A 6,923 7,669 746 0.11% $35.50K
FIRSTENERGY CORP 15,121 17,821 2,700 0.11% $225.84K
CARDINAL HEALTH INC 3,724 4,264 540 0.11% $135.74K
AMERIPRISE FINANCIAL INC 1,754 2,024 270 0.11% $39.41K
HERSHEY CO/THE 3,760 4,300 540 0.11% $209.68K
EDISON INTL 10,134 12,024 1,890 0.11% $271.67K
INCYTE CORP 7,993 9,343 1,350 0.11% $89.89K
METLIFE INC 10,403 12,293 1,890 0.11% $48.15K
PPL CORPORATION 19,223 22,733 3,510 0.11% $195.21K
COINBASE GLOBAL INC 4,129 4,939 810 0.11% -$71.33K
CENTERPOINT ENERGY INC 16,944 19,914 2,970 0.11% $209.86K
CADENCE DESIGN SYSTEMS INC 2,540 3,080 540 0.11% $61.89K
NASDAQ INC 8,439 10,059 1,620 0.11% $34.23K
EDWARDS LIFESCIENCES CORP 9,010 10,630 1,620 0.11% $83.15K
MSCI INC 1,409 1,578 169 0.11% $42.17K
NRG ENERGY INC 5,010 5,820 810 0.11% $52.74K
BECTON DICKINSON and CO 4,516 5,326 810 0.10% -$39.01K
AMERICAN WATER WRKS COMPANY 5,217 6,027 810 0.10% $139.40K
HARTFORD INSURANCE GROUP INC/THE 5,241 6,051 810 0.10% $96.07K
CASEY'S GENERAL 930 1,117 187 0.10% $299.00K
KRAFT HEINZ CO/T 30,514 35,914 5,400 0.10% $67.74K
IDEXX LABS INC 1,258 1,437 179 0.10% -$43.64K
DOLLAR GENERAL CORP 5,644 6,724 1,080 0.10% $48.99K
MOTOROLA SOLUTIONS INC 1,565 1,835 270 0.10% $196.44K
EVERSOURCE ENERGY 9,699 11,319 1,620 0.10% $131.15K
SYNOPSYS INC 1,694 1,964 270 0.10% -$17.02K
STATE STREET CORP 5,283 6,093 810 0.10% $89.57K
STARBUCKS CORP 7,061 8,411 1,350 0.09% $158.93K
ARCH CAPITAL GRP 6,747 7,827 1,080 0.09% $104.14K
TAKE-TWO INTERACTV SOFTWR INC 3,224 3,764 540 0.09% -$82.05K
ROBLOX CORP - A 11,186 13,076 1,890 0.09% -$166.82K
PRUDENTL FINL 6,489 7,569 1,080 0.09% $6.94K
CONSTELLATION BRANDS INC CL A 3,970 4,780 810 0.09% $169.30K
M&T BANK CORP 2,925 3,465 540 0.09% $126.96K
CMS ENERGY CORP 7,766 9,116 1,350 0.09% $164.14K
HUNTINGTON BANCSHARES INC 27,164 45,006 17,842 0.09% $233.05K
CLOUDFLARE INC-A 2,854 3,394 540 0.09% $137.65K
TE CONNECTIVITY 2,783 3,323 540 0.09% $61.41K
BLOCK INC CL A 9,745 11,365 1,620 0.09% $49.64K
CHURCH & DWIGHT 6,236 7,316 1,080 0.09% $159.84K
NISOURCE INC 12,246 14,406 2,160 0.08% $160.79K
FISERV INC 9,931 11,821 1,890 0.08% -$7.45K
DOLLAR TREE INC 5,127 5,937 810 0.08% $19.49K
US FOODS HOLDING CORP 5,711 6,791 1,080 0.08% $196.05K
CBOE GLOBAL MARKETS INC 1,957 2,227 270 0.08% $134.74K
INTERACTIVE BROKERS GROUP INC 7,944 9,294 1,350 0.08% $112.47K
CIENA CORP 1,306 1,576 270 0.08% $306.42K
BUNGE GLOBAL SA 3,984 4,794 810 0.08% $254.90K
WILLIS TOWERS WA 1,816 2,086 270 0.08% $9.66K
GE HEALTHCARE TECHNOLOGIES INC WI 7,131 8,481 1,350 0.08% $18.79K
GENERAL MILLS INC 13,741 16,171 2,430 0.08% -$37.07K
AGILENT TECHNOLOGIES INC 4,407 5,217 810 0.07% -$5.03K
RESMED INC 2,320 2,640 320 0.07% $33.81K
FORTINET INC 5,990 7,070 1,080 0.07% $102.09K
EVERGY INC 5,936 7,016 1,080 0.07% $144.45K
DELL TECHNOLOGIES INC CL C 2,945 3,485 540 0.07% $201.28K
NORTHERN TRUST CORP 3,537 4,077 540 0.07% $85.91K
WATERS CORP 943 1,903 960 0.07% $208.53K
MONOLITHIC POWER SYS INC 410 518 108 0.07% $194.75K
CITIZENS FINANCIAL GROUP INC 8,079 9,429 1,350 0.07% $93.56K
RAYMOND JAMES FINANCIAL INC. 3,352 3,892 540 0.07% $25.22K
ALLIANT ENERGY CORPORATION 6,716 7,796 1,080 0.07% $122.83K
O'REILLY AUTOMOTIVE INC 5,248 6,058 810 0.07% $80.54K
MARRIOTT INTL-A 1,419 1,689 270 0.07% $112.19K
TYSON FOODS INC CL A 7,233 8,583 1,350 0.07% $125.91K
SNOWFLAKE INC CL A 3,080 3,620 540 0.07% -$129.66K
AUTODESK INC 2,010 2,280 270 0.07% -$49.15K
IQVIA HOLDINGS INC 2,655 3,195 540 0.07% -$53.59K
CINCINNATI FINANCIAL CORP 2,892 3,432 540 0.07% $67.70K
LUMENTUM HOLDINGS INC 648 762 114 0.07% $296.66K
HILTON WORLDWIDE HOLDINGS INC 1,489 1,759 270 0.07% $107.16K
KEYSIGHT TECHNOLOGIES INC 1,610 1,880 270 0.07% $203.72K
FIDELITY NATL INFORM SVCS INC 9,648 11,268 1,620 0.07% -$112.62K
LPL FINL HLDGS INC 1,483 1,753 270 0.07% -$2.33K
MARKEL GROUP INC 227 274 47 0.07% $36.48K
SYNCHRONY FINANCIAL 6,984 7,705 721 0.07% -$58.58K
GENERAL MOTORS CO 5,947 7,027 1,080 0.07% $39.90K
LIVE NATION ENTERTAINMENT INC 2,889 3,429 540 0.07% $111.27K
TERADYNE INC 1,491 1,761 270 0.07% $233.47K
ROYAL CARIBBEAN 1,600 1,870 270 0.06% $68.31K
VEEVA SYSTEMS-A 2,362 2,902 540 0.06% -$17.50K
ARES MANAGEMENT CORP CL A 3,832 4,642 810 0.06% -$112.92K
REGIONS FINANCIAL CORP 16,395 19,365 2,970 0.06% $61.51K
ESTEE LAUDER COS INC CL A 5,936 7,016 1,080 0.06% -$118.08K
OMNICOM GROUP INC 5,574 6,654 1,080 0.06% $51.01K
ROSS STORES INC 1,987 2,257 270 0.06% $131.00K
KEYCORP 20,560 24,340 3,780 0.06% $63.66K
METTLER-TOLEDO INTL INC 311 369 58 0.06% $31.79K
TALEN ENERGY CORP 1,169 1,439 270 0.06% $21.18K
DEXCOM INC 6,171 7,251 1,080 0.06% $45.79K
NIKE INC CL B 7,253 8,603 1,350 0.06% -$7.68K
CORPAY INC 1,278 1,548 270 0.06% $65.86K
PRINCIPAL FINL GROUP INC 4,184 4,994 810 0.06% $80.94K
T ROWE PRICE GRP 4,056 4,866 810 0.05% $23.37K
SOFI TECHNOLOGIES INC A 23,332 27,382 4,050 0.05% -$176.01K
LABCORP HOLDINGS INC 1,300 1,570 270 0.05% $92.75K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 4,101 4,911 810 0.05% $13.54K
COHERENT CORP 1,456 1,726 270 0.05% $142.42K
DATADOG INC CL A 2,935 3,475 540 0.05% $11.09K
AUTOZONE INC 101 121 20 0.05% $66.17K
STRATEGY INC CL A 2,689 3,229 540 0.05% -$5.61K
LOEWS CORP 3,224 3,764 540 0.05% $62.25K
AIRBNB INC CLASS A 2,637 3,177 540 0.05% $43.30K
STERIS PLC 1,544 1,814 270 0.05% $9.69K
ROPER TECHNOLOGIES INC 1,042 1,132 90 0.05% -$63.26K
REDDIT INC-A 2,424 2,964 540 0.05% -$158.10K
QUEST DIAGNOSTICS INC 1,755 2,025 270 0.05% $92.31K
MCCORMICK-N/V 6,740 7,820 1,080 0.05% -$64.62K
CHARTER COMMUNICATIONS INC A 1,532 1,802 270 0.05% $69.21K
BROWN & BROWN 5,121 5,931 810 0.05% -$21.38K
HUMANA INC 1,905 2,175 270 0.05% -$110.80K
MICROCHIP TECHNOLOGY 4,954 5,764 810 0.05% $56.74K
DOORDASH INC-A 2,124 2,394 270 0.04% -$121.58K
ILLUMINA INC 2,355 2,895 540 0.04% $47.96K
GLOBAL PAYMENTS INC 4,482 5,292 810 0.04% $9.24K
WEST PHARMACEUTICAL SVCS INC 1,121 1,391 270 0.04% $40.21K
HEWLETT PACKARD ENTERPRISE CO 12,354 14,514 2,160 0.04% $48.84K
CARVANA CO CL A 802 1,072 270 0.04% -$1.44K
JABIL INC 996 1,266 270 0.04% $109.18K
FORD MOTOR CO 24,569 28,889 4,320 0.04% $11.03K
COGNIZANT TECH SOLUTIONS CL A 4,614 5,424 810 0.04% -$50.20K
ZIMMER BIOMET HO 3,128 3,668 540 0.04% $50.39K
CHIPOTLE MEXICAN GRILL INC 8,386 10,006 1,620 0.04% $10.01K
YUM! BRANDS INC 1,739 2,009 270 0.04% $49.28K
EBAY INC 2,864 3,404 540 0.04% $60.38K
GARMIN LTD 1,037 1,307 270 0.04% $92.88K
HOLOGIC INC 3,461 4,001 540 0.04% $44.63K
WORKDAY INC CL A 2,037 2,307 270 0.04% -$137.78K
TENET HEALTHCARE CORP 1,283 1,553 270 0.04% $38.11K
INSULET CORP 1,117 1,387 270 0.04% -$26.45K
ON SEMICONDUCTOR CORP 3,852 4,662 810 0.04% $80.09K
CENTENE CORP 7,444 8,794 1,350 0.04% -$18.41K
FOX CORP CL A 3,944 4,754 810 0.03% -$10.55K
COREWEAVE INC 3,004 3,544 540 0.03% $59.44K
CARLYLE GROUP INC (THE) 4,805 5,615 810 0.03% -$12.31K
TOAST INC-A 8,462 10,082 1,620 0.03% -$33.21K
ROCKET COS INC-A 15,750 18,450 2,700 0.03% -$42.01K
DR HORTON INC 1,643 1,913 270 0.03% $25.86K
AFFIRM HOLDINGS INC 4,907 5,717 810 0.03% -$103.28K
COOPER COS INC 3,110 3,650 540 0.03% $6.08K
VERISIGN INC 900 1,003 103 0.03% $30.45K
ZOOM VIDEO COMMUNICATIONS INC CL A 2,523 3,063 540 0.03% $28.52K
FIRST SOLAR INC 974 1,244 270 0.03% -$9.05K
PINTEREST INC CL A 11,153 13,043 1,890 0.03% -$49.54K
TAPESTRY INC 1,380 1,650 270 0.03% $56.51K
BROWN FORMAN CORP NON VTG CL B 7,386 8,736 1,350 0.03% $38.50K
TRADE DESK INC-A 8,394 10,014 1,620 0.03% -$91.42K
NETAPP INC 1,886 2,156 270 0.03% $18.78K
NEWS CORP NEW CL A 7,045 8,395 1,350 0.03% $25.27K

Top 300 of 334, by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WR BERKLEY CORP 5,587 4,909 -678 0.04% -$66.39K
MONEYMKT 188,779 138,185 -50,594 0.02% -$50.59K
HSBC US GOVT MMKT-I 188,779 138,185 -50,594 0.02% -$50.59K
Invesco Government & Agency Portfolio, Institutional Class 188,779 138,185 -50,594 0.02% -$50.59K
MSILF-GOVT-INS 188,779 138,185 -50,594 0.02% -$50.59K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BERKSHIRE HATHAWAY INC CL A 6 6 0 0.54% -$219.96K
FIRST CITIZENS BANCSHARES INC CL A 162 162 0 0.04% -$42.37K
TELEDYNE TECHNOLOGIES INC 429 429 0 0.03% $40.45K
FAIR ISAAC CORP 213 213 0 0.03% -$132.72K
MONGODB INC CL A 719 719 0 0.02% -$125.77K
EXPEDIA INC 713 713 0 0.02% -$37.38K
F5 INC 525 525 0 0.02% $17.89K
ULTA BEAUTY INC 272 272 0 0.02% -$22.39K
DARDEN RESTAURANTS INC 710 710 0 0.02% $8.53K
TYLER TECHNOLOGIES INC 401 401 0 0.02% -$44.74K
WILLIAMS-SONOMA INC 700 700 0 0.02% $2.62K
BURLINGTON STORES INC 379 379 0 0.02% $13.84K
ERIE INDEMNITY CO CL A 460 460 0 0.01% -$16.26K
HUBSPOT INC 460 460 0 0.01% -$72.31K
GARTNER INC 679 679 0 0.01% -$63.79K
NVR INC 16 16 0 0.01% -$11.25K
LULULEMON ATHLETICA INC 622 622 0 0.01% -$34.03K
DOMINOS PIZZA INC 207 207 0 0.01% -$12.01K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A 420 420 0 0.00% -$4.75K
LENNAR CORP CL B 60 60 0 0.00% -$660
SAPIENCE WARRANTS 08/23/2027 532 532 0 0.00% $0

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