Core Capital Management & Research, inc. Diversified Active

Location: Houston, TX

CIK: 0001781919 · Show all filings

Period: Q2 2026

Filing Date: Sep 9, 2026

Total Value: $190M (100.0% shares, 0.0% debt)

Holdings (254)

SHY ISHARES 1-3 YEAR TREASURY BO 7.2%
Value $13.7M Shares 167,122 Est. Cost $82.00 Unrealized
HRL HORMEL FOODS CORP 4.1%
Value $7.729M Shares 323,296 Est. Cost $23.91 Unrealized
APA APA CORP 4.1%
Value $7.718M Shares 178,078 Est. Cost $43.34 Unrealized
KHC KRAFT HEINZ CO/THE 3.8%
Value $7.138M Shares 279,049 Est. Cost $25.59 Unrealized
TAP MOLSON COORS BEVERAGE CO - B 3.6%
Value $6.818M Shares 158,775 Est. Cost $42.95 Unrealized
SFD SMITHFIELD FOODS INC 3.5%
Value $6.656M Shares 299,005 Est. Cost $22.26 Unrealized
OVV OVINTIV INC 3.1%
Value $5.974M Shares 89,569 Est. Cost $66.70 Unrealized
DVN DEVON ENERGY CORP 3.0%
Value $5.707M Shares 116,239 Est. Cost $48.99 Unrealized
PFE PFIZER INC 2.9%
Value $5.461M Shares 194,623 Est. Cost $28.06 Unrealized
EXE EXPAND ENERGY CORP 2.8%
Value $5.406M Shares 56,236 Est. Cost $96.12 Unrealized
BDX BECTON DICKINSON AND CO 2.8%
Value $5.277M Shares 27,482 Est. Cost $191.82 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 2.5%
Value $4.83M Shares 72,082 Est. Cost $67.04 Unrealized
CENCORA INC 2.3%
Value $4.4M Shares 13,834 Est. Cost $318.04 Unrealized
XOM EXXONMOBIL HOLDINGS CORP 2.3%
Value $4.293M Shares 26,002 Est. Cost $164.87 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 2.2%
Value $4.163M Shares 109,512 Est. Cost $38.03 Unrealized
INTC INTEL CORP 2.1%
Value $4.035M Shares 44,822 Est. Cost $90.02 Unrealized
INVESCO QQQ TRUST SERIES 1 2.0%
Value $3.805M Shares 5,334 Est. Cost $713.44 Unrealized
SPY SS SPDR S&P 500 ETF TRUST-US 1.7%
Value $3.272M Shares 4,273 Est. Cost $764.80 Unrealized
CVX CHEVRON CORP NEW 1.6%
Value $3.089M Shares 15,209 Est. Cost $203.11 Unrealized
SCL STEPAN CO 1.6%
Value $3.04M Shares 47,917 Est. Cost $63.44 Unrealized
ROP ROPER TECHNOLOGIES INC 1.6%
Value $3.012M Shares 7,306 Est. Cost $412.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 1.6%
Value $2.974M Shares 4 Est. Cost $743500.00 Unrealized
EMN EASTMAN CHEMICAL CO 1.5%
Value $2.878M Shares 38,842 Est. Cost $73.92 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 1.5%
Value $2.765M Shares 29,793 Est. Cost $92.84 Unrealized
MOS MOSAIC CO/THE 1.4%
Value $2.703M Shares 110,747 Est. Cost $24.35 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 1.4%
Value $2.648M Shares 4,162 Est. Cost $634.76 Unrealized
SPY STATE STREET SPDR S&P 500 ETF TRUST 1.4%
Value $2.574M Shares 3,371 Est. Cost $764.80 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.3%
Value $2.404M Shares 9,013 Est. Cost $266.20 Unrealized
ASIX ADVANSIX INC 1.3%
Value $2.381M Shares 139,114 Est. Cost $17.12 Unrealized
IR INGERSOLL-RAND INC 1.2%
Value $2.367M Shares 29,397 Est. Cost $80.43 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $2.263M Shares 4,652 Est. Cost $486.37 Unrealized
ALB ALBEMARLE CORP 1.2%
Value $2.194M Shares 15,316 Est. Cost $143.25 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.1%
Value $2.05M Shares 25,002 Est. Cost $82.00 Unrealized
SO SOUTHERN CO/THE 0.7%
Value $1.398M Shares 15,718 Est. Cost $88.94 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.7%
Value $1.381M Shares 40,450 Est. Cost $34.13 Unrealized
KHC KRAFT HEINZ CO 0.7%
Value $1.379M Shares 53,714 Est. Cost $25.59 Unrealized
KO THE COCA-COLA CO 0.7%
Value $1.361M Shares 14,797 Est. Cost $91.99 Unrealized
XOM EXXONMOBIL HLDGS CORP 0.7%
Value $1.245M Shares 7,591 Est. Cost $164.87 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value $1.106M Shares 3,102 Est. Cost $356.39 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $1.087M Shares 4,002 Est. Cost $271.65 Unrealized
TAP MOLSON COORS BEVERAG B CLASS B 0.6%
Value $1.087M Shares 25,282 Est. Cost $42.95 Unrealized
EQT EQT CORP 0.6%
Value $1.074M Shares 20,000 Est. Cost $53.72 Unrealized
TSLA TESLA INC 0.5%
Value $1.041M Shares 2,868 Est. Cost $362.86 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 0.5%
Value $968K Shares 12,052 Est. Cost $80.29 Unrealized
PEP PEPSICO INC 0.5%
Value $932K Shares 6,486 Est. Cost $143.64 Unrealized
BDX BECTON DICKINSON & CO 0.5%
Value $888K Shares 4,653 Est. Cost $191.82 Unrealized
CHRD CHORD ENERGY CORP 0.5%
Value $864K Shares 5,847 Est. Cost $147.84 Unrealized
DUK DUKE ENERGY CORP 0.5%
Value $857K Shares 7,146 Est. Cost $119.86 Unrealized
DVN DEVON ENERGY CORP NEW 0.4%
Value $845K Shares 17,513 Est. Cost $48.99 Unrealized
TCBX THIRD COAST BANCSHARES INC 0.4%
Value $841K Shares 18,487 Est. Cost $45.49 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.4%
Value $826K Shares 1,637 Est. Cost $503.38 Unrealized
STT STATE STREET CORP 0.4%
Value $749K Shares 4,000 Est. Cost $187.13 Unrealized
HAL HALLIBURTON CO 0.4%
Value $748K Shares 21,175 Est. Cost $35.34 Unrealized
HD HOME DEPOT INC 0.4%
Value $719K Shares 2,131 Est. Cost $337.43 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value $672K Shares 9,992 Est. Cost $67.04 Unrealized
AMZN AMAZON.COM INC 0.4%
Value $669K Shares 2,579 Est. Cost $259.56 Unrealized
NVDA NVIDIA CORP 0.3%
Value $662K Shares 3,138 Est. Cost $210.99 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value $659K Shares 20,000 Est. Cost $32.93 Unrealized
C CITIGROUP INC 0.3%
Value $658K Shares 5,000 Est. Cost $131.65 Unrealized
NEM NEWMONT CORP 0.3%
Value $658K Shares 5,000 Est. Cost $131.58 Unrealized
CENCORA INC CLASS SERIES A 0.3%
Value $651K Shares 2,011 Est. Cost $323.77 Unrealized
KMI KINDER MORGAN INC 0.3%
Value $620K Shares 20,000 Est. Cost $30.99 Unrealized
WMT WALMART INC 0.3%
Value $579K Shares 5,438 Est. Cost $106.50 Unrealized
SLB SLB LTD 0.3%
Value $539K Shares 10,000 Est. Cost $53.87 Unrealized
RY ROYAL BANK OF CANADA F 0.3%
Value $493K Shares 2,415 Est. Cost $204.02 Unrealized
AAPL APPLE INC 0.2%
Value $454K Shares 1,466 Est. Cost $310.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $453K Shares 437 Est. Cost $1036.28 Unrealized
MOS THE MOSAIC CO 0.2%
Value $446K Shares 18,596 Est. Cost $24.35 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value $412K Shares 4,429 Est. Cost $92.84 Unrealized
IR INGERSOLL RAND INC 0.2%
Value $408K Shares 5,098 Est. Cost $80.43 Unrealized
EMN EASTMAN CHEM CO 0.2%
Value $403K Shares 5,550 Est. Cost $73.92 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value $403K Shares 525 Est. Cost $767.13 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value $400K Shares 5,704 Est. Cost $70.21 Unrealized
TDY TELEDYNE TECHNOLOGIES IN 0.2%
Value $387K Shares 619 Est. Cost $634.76 Unrealized
MCD MCDONALDS CORP 0.2%
Value $384K Shares 1,408 Est. Cost $272.54 Unrealized
LHX L3HARRIS TECHNOLOGIES IN 0.2%
Value $380K Shares 1,447 Est. Cost $266.20 Unrealized
GOOG ALPHABET INC CLASS CLASS C 0.2%
Value $367K Shares 1,066 Est. Cost $343.92 Unrealized
TSN TYSON FOODS INC-CL A 0.2%
Value $361K Shares 6,171 Est. Cost $58.48 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $314K Shares 816 Est. Cost $384.51 Unrealized
META META PLATFORMS INC-CLASS A 0.2%
Value $310K Shares 564 Est. Cost $551.37 Unrealized
CPB THE CAMPBELL'S COMPANY 0.2%
Value $310K Shares 12,936 Est. Cost $23.96 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value $299K Shares 2,158 Est. Cost $138.35 Unrealized
FTV FORTIVE CORP 0.2%
Value $294K Shares 4,894 Est. Cost $60.09 Unrealized
DOW DOW INC 0.2%
Value $292K Shares 9,022 Est. Cost $32.35 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $281K Shares 2,645 Est. Cost $106.05 Unrealized
WLK WESTLAKE CORP 0.1%
Value $264K Shares 3,339 Est. Cost $78.93 Unrealized
HP HELMERICH & PAYNE 0.1%
Value $261K Shares 6,000 Est. Cost $43.55 Unrealized
AA ALCOA CORP 0.1%
Value $259K Shares 5,000 Est. Cost $51.85 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $246K Shares 5,571 Est. Cost $44.07 Unrealized
PSX PHILLIPS 66 0.1%
Value $243K Shares 1,000 Est. Cost $242.87 Unrealized
LYB LYONDELLBASELL INDU-CL A 0.1%
Value $241K Shares 3,568 Est. Cost $67.52 Unrealized
KVUE KENVUE INC 0.1%
Value $240K Shares 12,353 Est. Cost $19.43 Unrealized
KKR KKR & CO INC 0.1%
Value $239K Shares 2,200 Est. Cost $108.48 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $237K Shares 7,633 Est. Cost $30.99 Unrealized
EPD ENTERPRISE PRODS PART LP 0.1%
Value $230K Shares 6,000 Est. Cost $38.03 Unrealized
SRE SEMPRA 0.1%
Value $224K Shares 2,700 Est. Cost $82.89 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.1%
Value $220K Shares 11,905 Est. Cost $18.44 Unrealized
MA MASTERCARD INC - A 0.1%
Value $208K Shares 359 Est. Cost $580.63 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value $204K Shares 10,000 Est. Cost $20.39 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.1%
Value $202K Shares 7,675 Est. Cost $26.37 Unrealized
OKE ONEOK INC NEW 0.1%
Value $183K Shares 1,970 Est. Cost $93.17 Unrealized
QCOM QUALCOMM INC 0.1%
Value $181K Shares 1,125 Est. Cost $160.50 Unrealized
AMKBY A P MOLLER-MAERSK-B-UNSP ADR 0.1%
Value $168K Shares 10,000 Est. Cost $16.78 Unrealized
KEY KEYCORP 0.1%
Value $164K Shares 7,500 Est. Cost $21.87 Unrealized
SYK STRYKER CORP 0.1%
Value $159K Shares 483 Est. Cost $329.45 Unrealized
GOOG ALPHABET INC-CL C 0.1%
Value $154K Shares 450 Est. Cost $343.92 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value $152K Shares 370 Est. Cost $410.12 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $147K Shares 1,000 Est. Cost $146.60 Unrealized
NU NU HOLDINGS LTD/CAYMAN ISL-A 0.1%
Value $146K Shares 10,000 Est. Cost $14.58 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value $146K Shares 2,000 Est. Cost $72.77 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value $132K Shares 3,404 Est. Cost $38.78 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value $127K Shares 300 Est. Cost $423.36 Unrealized
OKE ONEOK INC 0.1%
Value $126K Shares 1,348 Est. Cost $93.17 Unrealized
ASH ASHLAND INC 0.1%
Value $123K Shares 1,688 Est. Cost $72.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value $118K Shares 1,169 Est. Cost $100.98 Unrealized
SPCX SPACE EXPLORATION TECHN-CL A 0.1%
Value $114K Shares 830 Est. Cost $136.92 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $107K Shares 306 Est. Cost $348.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value $101K Shares 203 Est. Cost $503.38 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $93,033 Shares 956 Est. Cost $97.31 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $92,388 Shares 308 Est. Cost $299.96 Unrealized
TRP TC ENERGY CORP F 0.0%
Value $91,228 Shares 1,470 Est. Cost $62.06 Unrealized
ABT ABBOTT LABS 0.0%
Value $82,252 Shares 705 Est. Cost $116.67 Unrealized
HPGLY HAPAG-LLOYD AG-UNSPON ADR 0.0%
Value $78,700 Shares 1,000 Est. Cost $78.70 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.0%
Value $74,495 Shares 414 Est. Cost $179.94 Unrealized
FDX FEDEX CORP 0.0%
Value $71,487 Shares 214 Est. Cost $334.05 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value $69,882 Shares 934 Est. Cost $74.57 Unrealized
ENB ENBRIDGE INC 0.0%
Value $65,528 Shares 1,298 Est. Cost $50.48 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $64,641 Shares 71 Est. Cost $910.44 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $64,498 Shares 1,400 Est. Cost $46.07 Unrealized
HSIC HENRY SCHEIN INC 0.0%
Value $63,012 Shares 712 Est. Cost $88.91 Unrealized
RTX CORP 0.0%
Value $61,720 Shares 295 Est. Cost $209.22 Unrealized
WAT WATERS CORP 0.0%
Value $60,380 Shares 147 Est. Cost $410.75 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $58,262 Shares 225 Est. Cost $258.94 Unrealized
TLT ISHARES 20 YEAR TREASURY BD 0.0%
Value $52,758 Shares 643 Est. Cost $82.05 Unrealized
PAG PENSKE AUTOMOTIVE GROUP 0.0%
Value $52,555 Shares 241 Est. Cost $218.07 Unrealized
KGS KODIAK GAS SERVICES INC 0.0%
Value $52,364 Shares 852 Est. Cost $61.46 Unrealized
XLU ST SR UTL SL SE SPDR ETF-USD 0.0%
Value $51,067 Shares 1,194 Est. Cost $42.77 Unrealized
MDLN MEDLINE INC-CL A 0.0%
Value $49,814 Shares 1,454 Est. Cost $34.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $49,446 Shares 124 Est. Cost $398.76 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value $48,860 Shares 404 Est. Cost $120.94 Unrealized
BAX BAXTER INTL INC 0.0%
Value $47,311 Shares 1,786 Est. Cost $26.37 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value $46,962 Shares 633 Est. Cost $74.57 Unrealized
LRCX LAM RESH CORP 0.0%
Value $46,526 Shares 150 Est. Cost $310.17 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $46,466 Shares 318 Est. Cost $146.12 Unrealized
UNFI UNITED NAT FOODS INC 0.0%
Value $46,307 Shares 954 Est. Cost $48.54 Unrealized
FLG FLAGSTAR BANK NA 0.0%
Value $44,896 Shares 3,333 Est. Cost $13.47 Unrealized
IONQ IONQ INC 0.0%
Value $44,860 Shares 1,000 Est. Cost $44.86 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value $43,502 Shares 486 Est. Cost $88.91 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $42,200 Shares 160 Est. Cost $263.75 Unrealized
ECL ECOLAB INC 0.0%
Value $41,038 Shares 143 Est. Cost $286.98 Unrealized
GOOGL ALPHABET INC-CL A 0.0%
Value $40,689 Shares 118 Est. Cost $344.82 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $40,137 Shares 466 Est. Cost $86.13 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $38,856 Shares 40 Est. Cost $971.40 Unrealized
MDT MEDTRONIC PLC F 0.0%
Value $38,832 Shares 418 Est. Cost $92.90 Unrealized
META META PLATFORMS INC CLASS A 0.0%
Value $37,454 Shares 67 Est. Cost $551.37 Unrealized
AES AES CORP 0.0%
Value $36,925 Shares 2,500 Est. Cost $14.77 Unrealized
RTX RTX CORP 0.0%
Value $34,215 Shares 163 Est. Cost $209.91 Unrealized
MDLN MEDLINE INC CLASS A 0.0%
Value $34,041 Shares 981 Est. Cost $34.44 Unrealized
AVGO BROADCOM INC 0.0%
Value $30,853 Shares 86 Est. Cost $358.76 Unrealized
VZ VERIZON COMMUNICATIONS I 0.0%
Value $30,240 Shares 603 Est. Cost $50.15 Unrealized
UNP UNION PAC CORP 0.0%
Value $27,887 Shares 90 Est. Cost $309.86 Unrealized
TRV TRAVELERS COS INC 0.0%
Value $26,680 Shares 72 Est. Cost $370.56 Unrealized
ARM ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $25,072 Shares 105 Est. Cost $238.78 Unrealized
OSK OSHKOSH CORP 0.0%
Value $24,387 Shares 156 Est. Cost $156.33 Unrealized
CVX CHEVRON CORP 0.0%
Value $24,222 Shares 118 Est. Cost $203.11 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES 0.0%
Value $23,968 Shares 98 Est. Cost $244.57 Unrealized
CLX CLOROX CO 0.0%
Value $20,362 Shares 190 Est. Cost $107.17 Unrealized
MRK MERCK & CO. INC. 0.0%
Value $19,887 Shares 132 Est. Cost $150.66 Unrealized
BHB BAR HARBOR BANKSHARES 0.0%
Value $19,508 Shares 492 Est. Cost $39.65 Unrealized
SLB SLB LIMITED F 0.0%
Value $19,332 Shares 358 Est. Cost $53.87 Unrealized
KIM KIMCO RLTY CORP REIT 0.0%
Value $17,002 Shares 702 Est. Cost $24.22 Unrealized
AZN ASTRAZENECA PLC F 0.0%
Value $16,671 Shares 100 Est. Cost $166.71 Unrealized
SYY SYSCO CORP 0.0%
Value $16,604 Shares 198 Est. Cost $83.86 Unrealized
CAT CATERPILLAR INC 0.0%
Value $16,220 Shares 20 Est. Cost $811.00 Unrealized
SMR NUSCALE POWER CORP 0.0%
Value $16,168 Shares 1,720 Est. Cost $9.40 Unrealized
T AT&T INC 0.0%
Value $15,799 Shares 615 Est. Cost $25.69 Unrealized
EOG EOG RESOURCES INC 0.0%
Value $15,305 Shares 100 Est. Cost $153.05 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $15,034 Shares 70 Est. Cost $214.77 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $14,046 Shares 107 Est. Cost $131.27 Unrealized
BA BOEING CO/THE 0.0%
Value $13,709 Shares 64 Est. Cost $214.20 Unrealized
FDTX FIDELITY DISRUPTIVE TECHNOLOGY ETF 0.0%
Value $13,302 Shares 250 Est. Cost $53.21 Unrealized
INFQ INFLEQTION INC CLASS A 0.0%
Value $13,050 Shares 1,000 Est. Cost $13.12 Unrealized
CPB THE CAMPBELL'S CO 0.0%
Value $12,877 Shares 533 Est. Cost $23.96 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $11,284 Shares 70 Est. Cost $161.20 Unrealized
GM GENERAL MTRS CO 0.0%
Value $10,786 Shares 124 Est. Cost $86.98 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $10,341 Shares 621 Est. Cost $16.65 Unrealized
FENC FENNEC PHARMACEUTICALS INC 0.0%
Value $9,721 Shares 861 Est. Cost $11.29 Unrealized
EIX EDISON INTL 0.0%
Value $9,616 Shares 130 Est. Cost $73.97 Unrealized
HUN HUNTSMAN CORP 0.0%
Value $9,361 Shares 939 Est. Cost $9.97 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $6,894 Shares 110 Est. Cost $62.67 Unrealized
SNDK SANDISK CORP 0.0%
Value $6,384 Shares 4 Est. Cost $1596.00 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $6,242 Shares 220 Est. Cost $28.37 Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $6,240 Shares 1,000 Est. Cost $6.24 Unrealized
VOOV VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES 0.0%
Value $5,762 Shares 25 Est. Cost $230.48 Unrealized
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value $5,471 Shares 70 Est. Cost $80.29 Unrealized
FMC FMC CORP 0.0%
Value $3,934 Shares 357 Est. Cost $11.02 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value $3,786 Shares 8 Est. Cost $468.73 Unrealized
ELVR ELEVRA LITHIUM LTD 0.0%
Value $3,524 Shares 52 Est. Cost $67.77 Unrealized
FVRR FIVERR INTERNATIONAL LTD 0.0%
Value $3,362 Shares 365 Est. Cost $9.21 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $2,958 Shares 40 Est. Cost $73.95 Unrealized
MITK MITEK SYSTEMS INC 0.0%
Value $2,728 Shares 147 Est. Cost $18.56 Unrealized
SPCX SPACE EX TECH SPACEX CLASS A 0.0%
Value $2,700 Shares 20 Est. Cost $136.92 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $2,628 Shares 39 Est. Cost $67.38 Unrealized
UMAC UNUSUAL MACHINES INC /US 0.0%
Value $2,606 Shares 95 Est. Cost $27.43 Unrealized
PBR PETROLEO BRASILEIRO-SPON ADR 0.0%
Value $2,566 Shares 134 Est. Cost $19.15 Unrealized
ABSI ABSCI CORP 0.0%
Value $2,559 Shares 268 Est. Cost $9.55 Unrealized
IYK ISHARES US CONSUMER STAPLES 0.0%
Value $2,486 Shares 33 Est. Cost $75.46 Unrealized
IYW ISHARES USTECHNOLOGY ETF 0.0%
Value $2,473 Shares 10 Est. Cost $246.75 Unrealized
FTV FORTIVE CORP DISC 0.0%
Value $2,116 Shares 35 Est. Cost $60.09 Unrealized
SOLS SOLSTICE ADVANCED MATLS 0.0%
Value $1,938 Shares 35 Est. Cost $55.37 Unrealized
RCAT RED CAT HOLDINGS INC 0.0%
Value $1,789 Shares 186 Est. Cost $9.62 Unrealized
BTBT BIT DIGITAL INC 0.0%
Value $1,740 Shares 1,137 Est. Cost $1.53 Unrealized
RDW REDWIRE CORP 0.0%
Value $1,707 Shares 142 Est. Cost $12.02 Unrealized
IYC ISHARES US CONSUMER DISCRETI 0.0%
Value $1,643 Shares 16 Est. Cost $102.79 Unrealized
CEVA CEVA INC 0.0%
Value $1,623 Shares 58 Est. Cost $27.98 Unrealized
PEW GRABAGUN DIGITAL HOLDINGS IN 0.0%
Value $1,603 Shares 641 Est. Cost $2.50 Unrealized
PDYN PALLADYNE AI CORP 0.0%
Value $1,557 Shares 254 Est. Cost $6.13 Unrealized
AMPY AMPLIFY ENERGY CORP 0.0%
Value $1,446 Shares 300 Est. Cost $4.82 Unrealized
CSCO CISCO SYS INC 0.0%
Value $1,433 Shares 13 Est. Cost $110.23 Unrealized
AMD ADVANCED MICRO DEVICES I 0.0%
Value $1,370 Shares 3 Est. Cost $468.73 Unrealized
AGG ISHARES CORE U.S. AGGREGATE 0.0%
Value $1,363 Shares 14 Est. Cost $97.40 Unrealized
SYM SYMBOTIC INC 0.0%
Value $1,339 Shares 32 Est. Cost $41.84 Unrealized
USAR USA RARE EARTH INC 0.0%
Value $1,310 Shares 68 Est. Cost $19.26 Unrealized
KSCP KNIGHTSCOPE INC-A 0.0%
Value $1,126 Shares 793 Est. Cost $1.42 Unrealized
INFQ INFLEQTION INC 0.0%
Value $1,045 Shares 74 Est. Cost $13.12 Unrealized
GDOT GREEN DOT CORP-CLASS A 0.0%
Value $1,021 Shares 76 Est. Cost $13.43 Unrealized
CRNC CERENCE INC 0.0%
Value $943 Shares 117 Est. Cost $8.06 Unrealized
ARQQ ARQIT QUANTUM INC 0.0%
Value $930 Shares 44 Est. Cost $21.14 Unrealized
OSCR OSCAR HEALTH INC CLASS A 0.0%
Value $922 Shares 29 Est. Cost $31.79 Unrealized
LYB LYONDELLBASELL INDUSTR FCLASS A 0.0%
Value $913 Shares 14 Est. Cost $67.52 Unrealized
OPTX SYNTEC OPTICS HOLDINGS INC 0.0%
Value $808 Shares 95 Est. Cost $8.51 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value $778 Shares 60 Est. Cost $12.97 Unrealized
SSYS STRATASYS LTD 0.0%
Value $711 Shares 90 Est. Cost $7.90 Unrealized
PACB PACIFIC BIOSCIENCES OF CALIF 0.0%
Value $699 Shares 518 Est. Cost $1.35 Unrealized
NNDM NANO DIMENSION LTD - ADR 0.0%
Value $614 Shares 399 Est. Cost $1.54 Unrealized
WRAP WRAP TECHNOLOGIES INC 0.0%
Value $608 Shares 400 Est. Cost $1.52 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value $604 Shares 10 Est. Cost $60.40 Unrealized
HIMX HIMAX TECHNOLOGIES INC-ADR 0.0%
Value $552 Shares 40 Est. Cost $13.80 Unrealized
DEFT DEFI TECHNOLOGIES INC 0.0%
Value $513 Shares 892 Est. Cost $0.58 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $488 Shares 2 Est. Cost $246.75 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value $457 Shares 6 Est. Cost $75.46 Unrealized
RR RICHTECH ROBOTICS INC-CL B 0.0%
Value $406 Shares 239 Est. Cost $1.70 Unrealized
SES SES AI CORP 0.0%
Value $405 Shares 750 Est. Cost $0.54 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $357 Shares 5 Est. Cost $71.40 Unrealized
DVLT DATAVAULT AI INC 0.0%
Value $322 Shares 1,011 Est. Cost $0.31 Unrealized
IYC ISHARES US CONSUMER DISCRETIONARY ETF 0.0%
Value $310 Shares 3 Est. Cost $102.79 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value $254 Shares 139 Est. Cost $1.83 Unrealized
OGN ORGANON & CO 0.0%
Value $179 Shares 13 Est. Cost $13.77 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $165 Shares 1 Est. Cost $165.00 Unrealized
NNOX NANO-X IMAGING LTD 0.0%
Value $150 Shares 175 Est. Cost $0.86 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $98 Shares 1 Est. Cost $97.40 Unrealized
TSN TYSON FOODS INC CLASS A 0.0%
Value $58 Shares 1 Est. Cost $58.48 Unrealized
NUVEEN CA AMT - FREE QUA 0.0%
Value $36 Shares 3 Est. Cost $12.00 Unrealized
DVLT CONTRA DATAVAULT AI INCOMMON STOCK 0.0%
Value $0 Shares 16 Est. Cost $0.31 Unrealized