Vault-13

ANCHYRA PARTNERS LLC

ATLANTA, GA · CIK 2107106 · 13F filing filed 2026-04-17

SEC-registered investment adviser since 2025 · limited liability company

$329.5m reported value +1.1% vs Q4 2025
275positions
39.8%in top 10
29 new 186 added 51 reduced 13 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 PRICE T ROWE GROUP INC COM TROW TROW 462,196 $41.7m12.64% 12.64% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 469.0k, Q1 2026 462.2k -6.8k -6,767 -1.4%
2 NVIDIA CORPORATION COM NVDA NVDA 127,537 $22.2m6.75% 6.75% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 128.3k, Q1 2026 127.5k -797 -797 -0.6%
3 APPLE INC COM AAPL AAPL 60,469 $15.3m4.66% 4.66% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 59.0k, Q1 2026 60.5k +1.5k +1,458 2.5%
4 MICROSOFT CORP COM MSFT MSFT 31,499 $11.7m3.54% 3.54% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 29.2k, Q1 2026 31.5k +2.3k +2,347 8.1%
5 ALPHABET INC CAP STK CL A GOOGL GOOGL 27,283 $7.8m2.38% 2.38% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 27.4k, Q1 2026 27.3k -79 -79 -0.3%
6 META PLATFORMS INC CL A META META 13,562 $7.8m2.35% 2.35% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.4k, Q1 2026 13.6k +6.1k +6,134 82.6%
7 ISHARES TR RUSSELL 3000 ETF IWV IWV 18,457 $6.8m2.08% 2.08% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 12.7k, Q1 2026 18.5k +5.8k +5,791 45.7%
8 SPDR GOLD TR GOLD SHS GLD GLD 14,550 $6.3m1.90% 1.90% UnchangedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 14.6k, Q1 2026 14.6k
9 AMAZON COM INC COM AMZN AMZN 28,767 $6.0m1.82% 1.82% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 28.9k, Q1 2026 28.8k -97 -97 -0.3%
10 BROADCOM INC COM AVGO AVGO 17,409 $5.4m1.64% 1.64% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 16.8k, Q1 2026 17.4k +629 +629 3.8%
11 EXXON MOBIL CORP COM XOM XOM 23,757 $4.0m1.22% 1.22% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 23.2k, Q1 2026 23.8k +559 +559 2.4%
12 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 7,879 $3.8m1.15% 1.15% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.7k, Q1 2026 7.9k +165 +165 2.1%
13 SOUTHERN CO COM SO SO 34,895 $3.4m1.02% 1.02% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 34.7k, Q1 2026 34.9k +159 +159 0.5%
14 ISHARES TR RUS 1000 GRW ETF IWF IWF 7,515 $3.2m0.97% 0.97% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.5k, Q1 2026 7.5k +2.1k +2,062 37.8%
15 ARISTA NETWORKS INC COM SHS ANET ANET 25,940 $3.2m0.97% 0.97% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 25.7k, Q1 2026 25.9k +209 +209 0.8%
16 JABIL INC COM JBL JBL 11,514 $3.1m0.93% 0.93% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 11.6k, Q1 2026 11.5k -62 -62 -0.5%
17 SPDR S&P 500 ETF TR TR UNIT SPY SPY 4,383 $2.9m0.87% 0.87% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.3k, Q1 2026 4.4k +42 +42 1.0%
18 WALMART INC COM WMT WMT 22,159 $2.8m0.84% 0.84% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 21.8k, Q1 2026 22.2k +348 +348 1.6%
19 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 20,386 $2.7m0.82% 0.82% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 20.1k, Q1 2026 20.4k +286 +286 1.4%
20 MARRIOTT INTL INC NEW CL A MAR MAR 8,222 $2.7m0.82% 0.82% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 8.2k, Q1 2026 8.2k +46 +46 0.6%
21 ISHARES TR RUS 1000 VAL ETF IWD IWD 12,579 $2.7m0.82% 0.82% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 9.1k, Q1 2026 12.6k +3.5k +3,493 38.4%
22 COHERENT CORP COM COHR COHR 10,919 $2.6m0.79% 0.79% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 11.0k, Q1 2026 10.9k -63 -63 -0.6%
23 MICRON TECHNOLOGY INC COM MU MU 7,119 $2.4m0.73% 0.73% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.0k, Q1 2026 7.1k +137 +137 2.0%
24 JPMORGAN CHASE & CO COM JPM JPM 8,147 $2.4m0.73% 0.73% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.8k, Q1 2026 8.1k +331 +331 4.2%
25 NORFOLK SOUTHN CORP COM NSC NSC 8,179 $2.3m0.71% 0.71% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 8.1k, Q1 2026 8.2k +75 +75 0.9%
26 TESLA INC COM TSLA TSLA 6,179 $2.3m0.70% 0.70% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 6.1k, Q1 2026 6.2k +57 +57 0.9%
27 NETFLIX INC COM NFLX NFLX 23,339 $2.2m0.68% 0.68% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 23.0k, Q1 2026 23.3k +344 +344 1.5%
28 CISCO SYS INC COM CSCO CSCO 28,768 $2.2m0.68% 0.68% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 26.8k, Q1 2026 28.8k +1.9k +1,939 7.2%
29 ELI LILLY & CO COM LLY LLY 2,297 $2.1m0.64% 0.64% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.2k, Q1 2026 2.3k +54 +54 2.4%
30 ISHARES TR MSCI EAFE ETF EFA EFA 20,204 $2.0m0.60% 0.60% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 14.6k, Q1 2026 20.2k +5.6k +5,601 38.4%
31 RTX CORPORATION COM RTX RTX 9,754 $1.9m0.57% 0.57% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 9.6k, Q1 2026 9.8k +145 +145 1.5%
32 PROCTER AND GAMBLE CO COM PG PG 12,993 $1.9m0.57% 0.57% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 13.1k, Q1 2026 13.0k -95 -95 -0.7%
33 MARVELL TECHNOLOGY INC COM MRVL MRVL 18,354 $1.8m0.55% 0.55% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 18.3k, Q1 2026 18.4k +53 +53 0.3%
34 DEERE & CO COM DE DE 3,191 $1.8m0.55% 0.55% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.2k, Q1 2026 3.2k +17 +17 0.5%
35 ORACLE CORP COM ORCL ORCL 11,912 $1.8m0.53% 0.53% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 11.2k, Q1 2026 11.9k +683 +683 6.1%
36 CADENCE DESIGN SYSTEM INC COM CDNS CDNS 6,036 $1.7m0.51% 0.51% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 6.0k, Q1 2026 6.0k +16 +16 0.3%
37 GE AEROSPACE COM NEW GE GE 5,903 $1.7m0.51% 0.51% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.7k, Q1 2026 5.9k +238 +238 4.2%
38 EATON CORP PLC SHS ETN ETN 4,675 $1.7m0.51% 0.51% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.6k, Q1 2026 4.7k +68 +68 1.5%
39 PALO ALTO NETWORKS INC COM PANW PANW 10,329 $1.7m0.50% 0.50% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 10.3k, Q1 2026 10.3k +35 +35 0.3%
40 CHEVRON CORP NEW COM CVX CVX 7,548 $1.6m0.47% 0.47% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 6.4k, Q1 2026 7.5k +1.1k +1,146 17.9%
41 ALPHABET INC CAP STK CL C GOOG GOOG 5,435 $1.6m0.47% 0.47% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.0k, Q1 2026 5.4k +1.4k +1,404 34.8%
42 JOHNSON & JOHNSON COM JNJ JNJ 6,358 $1.6m0.47% 0.47% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 6.0k, Q1 2026 6.4k +351 +351 5.8%
43 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 7,972 $1.5m0.46% 0.46% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.0k, Q1 2026 8.0k +1.0k +1,000 14.3%
44 VISA INC COM CL A V V 5,050 $1.5m0.46% 0.46% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.1k, Q1 2026 5.0k -6 -6 -0.1%
45 CME GROUP INC COM CME CME 5,053 $1.5m0.45% 0.45% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.0k, Q1 2026 5.1k +73 +73 1.5%
46 GARMIN LTD SHS GRMN GRMN 6,421 $1.5m0.45% 0.45% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 6.2k, Q1 2026 6.4k +189 +189 3.0%
47 GE VERNOVA INC COM GEV GEV 1,651 $1.4m0.44% 0.44% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.8k, Q1 2026 1.7k -125 -125 -7.0%
48 ISHARES TR CORE US AGGBD ET AGG AGG 14,334 $1.4m0.43% 0.43% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 12.6k, Q1 2026 14.3k +1.7k +1,697 13.4%
49 HOME DEPOT INC COM HD HD 4,324 $1.4m0.43% 0.43% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.6k, Q1 2026 4.3k -292 -292 -6.3%
50 VANGUARD INDEX FDS SMALL CP ETF VB VB 5,361 $1.4m0.43% 0.43% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.9k, Q1 2026 5.4k +500 +500 10.3%
51 GOLDMAN SACHS ETF TR TECHNOLOGY OPPOR GTOP GTOP 37,588 $1.4m0.41% 0.41% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 38.3k, Q1 2026 37.6k -704 -704 -1.8%
52 MARKEL GROUP INC COM MKL MKL 691 $1.3m0.40% 0.40% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 678, Q1 2026 691 +13 +13 1.9%
53 ABBVIE INC COM ABBV ABBV 5,399 $1.2m0.36% 0.36% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.1k, Q1 2026 5.4k +343 +343 6.8%
54 MASTERCARD INCORPORATED CL A MA MA 2,346 $1.2m0.36% 0.36% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.4k, Q1 2026 2.3k -34 -34 -1.4%
55 COSTCO WHSL CORP NEW COM COST COST 1,165 $1.2m0.35% 0.35% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 983, Q1 2026 1.2k +182 +182 18.5%
56 UNITED THERAPEUTICS CORP DEL COM UTHR UTHR 1,952 $1.2m0.35% 0.35% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.9k, Q1 2026 2.0k +5 +5 0.3%
57 APPLIED MATLS INC COM AMAT AMAT 3,377 $1.2m0.35% 0.35% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.3k, Q1 2026 3.4k +110 +110 3.4%
58 DELTA AIR LINES INC DEL COM NEW DAL DAL 17,209 $1.1m0.35% 0.35% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 17.3k, Q1 2026 17.2k -115 -115 -0.7%
59 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 1,951 $1.1m0.34% 0.34% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.7k, Q1 2026 2.0k +217 +217 12.5%
60 LOCKHEED MARTIN CORP COM LMT LMT 1,851 $1.1m0.34% 0.34% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.8k, Q1 2026 1.9k +80 +80 4.5%
61 WASTE MGMT INC DEL COM WM WM 4,857 $1.1m0.34% 0.34% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.8k, Q1 2026 4.9k +7 +7 0.1%
62 MERCK & CO INC COM MRK MRK 9,211 $1.1m0.34% 0.34% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 8.8k, Q1 2026 9.2k +404 +404 4.6%
63 WELLS FARGO CO NEW COM WFC WFC 13,649 $1.1m0.33% 0.33% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 13.3k, Q1 2026 13.6k +316 +316 2.4%
64 XPO INC COM XPO XPO 5,573 $1.1m0.33% 0.33% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.6k, Q1 2026 5.6k +5 +5 0.1%
65 UBER TECHNOLOGIES INC COM UBER UBER 14,837 $1.1m0.32% 0.32% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 16.1k, Q1 2026 14.8k -1.3k -1,269 -7.9%
66 SERVICETITAN INC SHS CL A TTAN TTAN 16,638 $1.1m0.32% 0.32% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 16.6k, Q1 2026 16.6k +50 +50 0.3%
67 AMGEN INC COM AMGN AMGN 2,990 $1.1m0.32% 0.32% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.9k, Q1 2026 3.0k +131 +131 4.6%
68 ROBLOX CORP CL A RBLX RBLX 18,324 $1.0m0.31% 0.31% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 18.5k, Q1 2026 18.3k -132 -132 -0.7%
69 TWILIO INC CL A TWLO TWLO 8,196 $1.0m0.31% 0.31% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.9k, Q1 2026 8.2k +280 +280 3.5%
70 MCKESSON CORP COM MCK MCK 1,174 $1.0m0.31% 0.31% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.2k, Q1 2026 1.2k +12 +12 1.0%
71 HOWMET AEROSPACE INC COM HWM HWM 4,314 $994.2k0.30% 0.30% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.2k, Q1 2026 4.3k +143 +143 3.4%
72 VANGUARD INDEX FDS VALUE ETF VTV VTV 5,062 $993.2k0.30% 0.30% UnchangedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.1k, Q1 2026 5.1k
73 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 749 $989.3k0.30% 0.30% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 683, Q1 2026 749 +66 +66 9.7%
74 BANK AMERICA CORP COM BAC BAC 19,580 $954.5k0.29% 0.29% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 19.3k, Q1 2026 19.6k +274 +274 1.4%
75 ANALOG DEVICES INC COM ADI ADI 2,996 $953.1k0.29% 0.29% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.9k, Q1 2026 3.0k +57 +57 1.9%
76 MCDONALDS CORP COM MCD MCD 3,050 $947.9k0.29% 0.29% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.1k, Q1 2026 3.0k -19 -19 -0.6%
77 GOLDMAN SACHS GROUP INC COM GS GS 1,088 $920.4k0.28% 0.28% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 245, Q1 2026 1.1k +843 +843 344.1%
78 CBOE GLOBAL MKTS INC COM CBOE CBOE 3,156 $887.1k0.27% 0.27% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.2k, Q1 2026 3.2k +5 +5 0.2%
79 VEEVA SYS INC CL A COM VEEV VEEV 4,945 $868.6k0.26% 0.26% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.0k, Q1 2026 4.9k -16 -16 -0.3%
80 US BANCORP DEL COM NEW USB USB 16,350 $850.4k0.26% 0.26% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 16.0k, Q1 2026 16.4k +350 +350 2.2%
81 CEMEX SAB DE CV SPON ADR NEW CX CX 74,109 $847.8k0.26% 0.26% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 74.3k, Q1 2026 74.1k -216 -216 -0.3%
82 BLACKSTONE INC COM BX BX 7,301 $839.5k0.25% 0.25% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 8.1k, Q1 2026 7.3k -759 -759 -9.4%
83 PACCAR INC COM PCAR PCAR 7,257 $838.2k0.25% 0.25% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.2k, Q1 2026 7.3k +71 +71 1.0%
84 COCA COLA CO COM KO KO 10,835 $824.0k0.25% 0.25% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 10.4k, Q1 2026 10.8k +451 +451 4.3%
85 CATERPILLAR INC COM CAT CAT 1,159 $821.1k0.25% 0.25% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 1.1k, Q1 2026 1.2k +83 +83 7.7%
86 NETAPP INC COM NTAP NTAP 8,011 $820.2k0.25% 0.25% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 8.2k, Q1 2026 8.0k -140 -140 -1.7%
87 PARKER-HANNIFIN CORP COM PH PH 902 $807.5k0.25% 0.25% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 958, Q1 2026 902 -56 -56 -5.8%
88 DEXCOM INC COM DXCM DXCM 12,810 $804.5k0.24% 0.24% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 14.2k, Q1 2026 12.8k -1.4k -1,386 -9.8%
89 ADVANCED MICRO DEVICES INC COM AMD AMD 3,838 $780.8k0.24% 0.24% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.7k, Q1 2026 3.8k +150 +150 4.1%
90 EOG RES INC COM EOG EOG 5,327 $770.1k0.23% 0.23% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 5.1k, Q1 2026 5.3k +197 +197 3.8%
91 UNITED PARCEL SERVICE INC CL B UPS UPS 7,756 $763.0k0.23% 0.23% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 7.7k, Q1 2026 7.8k +27 +27 0.3%
92 PEPSICO INC COM PEP PEP 4,836 $751.0k0.23% 0.23% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.7k, Q1 2026 4.8k +98 +98 2.1%
93 CAPITAL ONE FINL CORP COM COF COF 4,096 $747.2k0.23% 0.23% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.9k, Q1 2026 4.1k +188 +188 4.8%
94 ISHARES TR RUSSELL 2000 ETF IWM IWM 2,970 $736.6k0.22% 0.22% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 3.0k, Q1 2026 3.0k -65 -65 -2.1%
95 VERIZON COMMUNICATIONS INC COM VZ VZ 14,563 $731.1k0.22% 0.22% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 13.6k, Q1 2026 14.6k +952 +952 7.0%
96 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 4,894 $715.9k0.22% 0.22% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 4.3k, Q1 2026 4.9k +567 +567 13.1%
97 INTUIT COM INTU INTU 1,652 $714.3k0.22% 0.22% ReducedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.1k, Q1 2026 1.7k -416 -416 -20.1%
98 COMCAST CORP NEW CL A CMCSA CMCSA 24,081 $691.4k0.21% 0.21% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 23.0k, Q1 2026 24.1k +1.1k +1,100 4.8%
99 INTERNATIONAL BUSINESS MACHS COM IBM IBM 2,820 $683.5k0.21% 0.21% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 2.7k, Q1 2026 2.8k +87 +87 3.2%
100 KLA CORP COM NEW KLAC KLAC 463 $681.7k0.21% 0.21% AddedShares held: Q2 2025 —, Q3 2025 —, Q4 2025 437, Q1 2026 463 +26 +26 6.0%

Sold out since Q4 2025

SecurityTickerShares held beforeValue then
ASTRAZENECA PLC 2,832 $520.8k2.8k shares
ACCENTURE PLC IRELAND ACN ACN 1,689 $453.2k1.7k shares
ADOBE INC ADBE ADBE 822 $287.7k822 shares
KKR & CO INC KKR KKR 1,947 $248.2k1.9k shares
CROWDSTRIKE HLDGS INC CRWD CRWD 501 $234.8k501 shares
DEUTSCHE BANK A G DB DB 5,930 $228.7k5.9k shares
DISNEY WALT CO DIS DIS 2,009 $228.6k2.0k shares
AUTOMATIC DATA PROCESSING IN ADP ADP 827 $212.7k827 shares
CVS HEALTH CORP CVS CVS 2,678 $212.5k2.7k shares
PINTEREST INC PINS PINS 8,074 $209.0k8.1k shares
COTERRA ENERGY INC CTRA CTRA 7,675 $202.0k7.7k shares
CONAGRA BRANDS INC CAG CAG 10,257 $177.5k10.3k shares
TIGO ENERGY INC TYGO TYGO 10,000 $13.8k10.0k shares