Fund HoldingsIndependent Advisor Alliance

Total Portfolio Value
$4.27B
Total Bought
$708.69M
Total Sold
$5.85B
Net Transaction
-$5.14B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)261,037286,249+25,21253,103166,2853.89%+113,182
NVIDIA CORPORATION(NVDA)2,086,6792,358,375+271,696363,917471,88711.05%+107,971
MICRON TECHNOLOGY INC(MU)37,85955,437+17,57812,79063,9901.50%+51,200
APPLE INC(AAPL)871,524887,758+16,234221,184256,8816.02%+35,697
AMERIS BANCORP(ABCB)2,647,7572,647,824+67206,499238,9935.60%+32,494
INTEL CORP(INTC)86,776196,723+109,9473,82927,4680.64%+23,639
AMAZON COM INC(AMZN)539,033553,994+14,961112,264132,0393.09%+19,775
ALPHABET INC(GOOG)235,686239,808+4,12267,77485,7002.01%+17,926
ALPHABET INC(GOOG)253,270252,853-41772,65389,3402.09%+16,687
ELI LILLY & CO(LLY)39,39041,149+1,75936,23149,3551.16%+13,124
BROADCOM INC(AVGO)202,643199,593-3,05062,72075,3961.77%+12,676
PALO ALTO NETWORKS INC(PANW)49,77557,614+7,8397,98019,6480.46%+11,668
FIRST TR EXCHANGE-TRADED FD175,119419,671+244,5524,01315,5290.36%+11,516
CATERPILLAR INC(CAT)32,13031,375-75522,76333,4110.78%+10,648
LAM RESEARCH CORP(LRCX)46,07145,610-4619,84319,7640.46%+9,921
APPLIED MATLS INC25,28124,353-9288,64117,6070.41%+8,966
SPACE EXPLORATION TECHN CORP049,863+49,86308,5200.20%+8,520
MARVELL TECHNOLOGY INC(MRVL)33,11738,057+4,9403,28011,3370.27%+8,056
ARM HOLDINGS PLC2,65823,578+20,9204028,3600.20%+7,958
HOME DEPOT INC(HD)86,875103,377+16,50228,57236,4590.85%+7,887
MITEK SYS INC(MITK)1,155,0731,137,006-18,06715,59422,8880.54%+7,294
TESLA INC(TSLA)114,961117,483+2,52242,73749,4131.16%+6,676
KLA CORP(KLAC)4,21542,697+38,4826,20612,8820.30%+6,676
CISCO SYS INC(CSCO)105,373120,603+15,2308,17614,1660.33%+5,990
JPMORGAN CHASE & CO(JPM)130,844134,957+4,11338,48944,1761.03%+5,687
TAIWAN SEMICONDUCTOR MANUFAC(TSM)37,11937,890+77112,54518,0950.42%+5,551
GE VERNOVA INC(GEV)13,67814,549+87111,94017,0930.40%+5,153
ASML HLDG NV
N Y REGISTRY SHS
7,8057,738-6710,30915,3940.36%+5,085
CORNING INC(GLW)52,99748,097-4,9007,20612,2860.29%+5,080
SANDISK CORP(SNDK)1,7262,701+9751,0976,1420.14%+5,045
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,7907,237+1,4472,2686,9830.16%+4,715
WESTERN DIGITAL CORP(WDC)10,75210,888+1362,9086,9550.16%+4,046
UNITEDHEALTH GROUP INC(UNH)21,25223,140+1,8885,7519,6180.23%+3,867
BANK OF AMER CORP227,095261,818+34,72311,07114,9180.35%+3,847
ABBVIE INC(ABBV)88,72291,394+2,67219,29622,9980.54%+3,702
DELL TECHNOLOGIES INC(DELL)5,12810,237+5,1098424,4170.10%+3,575
CROWDSTRIKE HLDGS INC(CRWD)13,09311,381-1,7125,1128,6850.20%+3,574
GE AEROSPACE(GE)29,96131,369+1,4088,50211,7240.27%+3,222
QUALCOMM INC(QCOM)45,86649,209+3,3435,9079,0930.21%+3,187
QUANTA SVCS INC14,98515,683+6988,22711,2920.26%+3,065
JOHNSON & JOHNSON(JNJ)92,257100,260+8,00322,55125,4630.60%+2,912
STATE STR CORP(STT)2,44818,932+16,4843103,2110.08%+2,901
INTERNATIONAL BUSINESS MACHS(IBM)57,44859,333+1,88513,92516,6850.39%+2,760
METLIFE INC(MET)22,82351,684+28,8611,6144,3730.10%+2,759
EATON CORP PLC(ETN)16,86120,565+3,7046,0318,7630.21%+2,732
SIMON PPTY GROUP INC NEW(SPG)69,15468,672-48212,89915,3580.36%+2,459
FORTINET INC(FTNT)4,82918,260+13,4313952,8050.07%+2,410
SNAP ON INC(SNA)5686,406+5,8382062,5780.06%+2,371
VISA INC(V)77,46075,033-2,42723,41125,7430.60%+2,332
MICROSOFT CORP(MSFT)306,720310,605+3,885113,538115,8622.71%+2,323
SERVICENOW INC(NOW)44,35870,036+25,6784,6386,9530.16%+2,315
CAPITAL CITY BANK(CCBG)6,83350,933+44,1002972,5170.06%+2,220
CITIGROUP INC(C)67,69870,359+2,6617,6789,8470.23%+2,170
ANALOG DEVICES INC(ADI)27,44827,284-1648,73210,8360.25%+2,104
DUPONT DE NEMOURS INC015,130+15,13002,0520.05%+2,052
GOLDMAN SACHS GROUP INC(GS)8,3078,973+6667,0289,0760.21%+2,048
TEXAS INSTRS INC(TXN)19,21019,246+363,7295,7370.13%+2,007
ARISTA NETWORKS INC(ANET)39,51940,231+7124,8526,8340.16%+1,982
HEWLETT PACKARD ENTERPRISE C(HPE)83,82786,459+2,6321,9963,9000.09%+1,904
UNITED RENTALS INC(URI)4,8074,765-423,5025,3980.13%+1,896
HONEYWELL INTL INC08,363+8,36301,8720.04%+1,872
HONEYWELL AEROSPACE INC08,421+8,42101,8620.04%+1,862
PNC FINL SVCS GROUP INC(PNC)31,44233,116+1,6746,5438,1540.19%+1,611
COCA COLA CO(KO)238,848243,177+4,32918,16419,7630.46%+1,599
BERKSHIRE HATHAWAY INC DEL128,877126,451-2,42661,75863,2751.48%+1,517
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
7,8868,201+3157402,2300.05%+1,490
MONGODB INC(MDB)04,402+4,40201,4790.03%+1,479
DEVON ENERGY CORP NEW(DVN)16,63054,434+37,8048372,2490.05%+1,412
TRUIST FINL CORP(TFC)349,146349,770+62416,05017,4260.41%+1,375
DYCOM INDS INC(DY)8,3208,274-462,8194,1830.10%+1,364
HUT 8 CORP(HUT)21,46520,339-1,1261,0072,3480.05%+1,341
VEEVA SYS INC(VEEV)07,467+7,46701,3250.03%+1,325
ABSCI CORPORATION153,855153,85504621,7830.04%+1,322
COMFORT SYS USA INC(FIX)6,5035,161-1,3428,96810,2300.24%+1,262
CVS HEALTH CORP(CVS)29,20932,453+3,2442,0983,3570.08%+1,260
CARNIVAL CORP LTD
COMMON SHARES
043,988+43,98801,2570.03%+1,257
DIGITAL RLTY TR INC(DLR)12,20519,159+6,9542,1993,4410.08%+1,241
MERCK & CO INC(MRK)100,036102,748+2,71212,03313,2030.31%+1,170
FLEXSHARES TR
CR SCD US BD
38,70562,833+24,1281,8823,0500.07%+1,168
MORGAN STANLEY(MS)50,62245,127-5,4958,3319,4330.22%+1,103
UNITED PARCEL SVCS INC(UPS)66,82771,187+4,3606,5747,6530.18%+1,078
EBAY INC.(EBAY)4,94613,455+8,5094501,5040.04%+1,053
STERLING INFRASTRUCTURE INC(STRL)2,1502,275+1258761,9100.04%+1,034
PHILIP MORRIS INTL INC(PM)70,78670,374-41211,70412,7310.30%+1,028
MARATHON PETE CORP(MPC)5,2748,985+3,7111,2882,2970.05%+1,009
NEBIUS GROUP N.V.(NBIS)19,40510,870-8,5352,0133,0020.07%+989
DEERE & CO(DE)11,31911,599+2806,3767,3580.17%+982
AMERICAN EXPRESS CO(AXP)28,56728,435-1328,6419,6180.23%+977
SKYWORKS SOLUTIONS INC(SWKS)014,096+14,09609560.02%+956
TTM TECHNOLOGIES INC(TTMI)9,3029,934+6329061,8580.04%+952
ASTERA LABS INC(ALAB)01,929+1,92909320.02%+932
US BANCORP(USB)82,19686,109+3,9134,2755,2010.12%+926
VERTIV HOLDINGS CO(VRT)9,2199,663+4442,3103,2350.08%+925
PENNANTPARK FLOATING RATE CA(PFLA)137,500271,050+133,5501,1062,0270.05%+922
ALTRIA GROUP INC(MO)118,678121,392+2,7147,8328,7340.20%+903
DELTA AIR LINES INC(DAL)29,47430,457+9831,9592,8530.07%+893
HORIZON FDS
MANAGED RISK ETF
027,745+27,74508530.02%+853
PRICE T ROWE GROUP INC(TROW)31,59232,281+6892,8483,6700.09%+822
DATADOG INC(DDOG)2,3364,158+1,8222761,0830.03%+807
TRANE TECHNOLOGIES PLC(TT)7,4667,957+4913,1113,9080.09%+797
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