Fund Holdings

Royal Fund Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
STATE STR SPDR DOW JONES IND030,705+30,705014,222,281+14,222,281
ISHARES TR0113,743+113,743013,472,884+13,472,884
SELECT SECTOR SPDR TR082,107+82,107013,279,173+13,279,173
ISHARES TR059,202+59,202012,950,616+12,950,616
SELECT SECTOR SPDR TR0242,648+242,648012,125,105+12,125,105
ALPHABET INC042,355+42,355012,182,474+12,182,474
ISHARES TR039,407+39,40709,804,133+9,804,133
ISHARES TR0214,639+214,639020,847,888+20,847,888
ISHARES TR075,498+75,49807,603,611+7,603,611
ARM HOLDINGS PLC038,344+38,34405,800,680+5,800,680
TWILIO INC030,900+30,90003,887,838+3,887,838
TERADYNE INC012,400+12,40003,676,104+3,676,104
NISOURCE INC076,530+76,53003,570,890+3,570,890
COCA COLA CO077,438+77,43805,889,077+5,889,077
VANGUARD WORLD FD022,582+22,58206,017,055+6,017,055
DOMINION ENERGY INC056,341+56,34103,482,977+3,482,977
SPDR SERIES TRUST0162,850+162,850020,813,957+20,813,957
BEST BUY INC049,251+49,25103,161,938+3,161,938
KIMBERLY-CLARK CORP067,852+67,85206,547,917+6,547,917
RTX CORPORATION068,325+68,325013,186,163+13,186,163
APPLOVIN CORP07,673+7,67303,053,854+3,053,854
CORNING INC021,700+21,70002,950,549+2,950,549
SUNCOR ENERGY INC NEW077,079+77,07905,095,693+5,095,693
DELL TECHNOLOGIES INC054,674+54,67408,973,651+8,973,651
RIO TINTO PLC037,043+37,04303,455,851+3,455,851
KROGER CO050,500+50,50003,654,180+3,654,180
CHEVRON CORPORATION025,345+25,34505,243,901+5,243,901
PFIZER INC080,508+80,50802,260,649+2,260,649
DELTA AIR LINES INC025,198+25,19801,675,164+1,675,164
DIGITAL RLTY TR INC048,539+48,53908,756,423+8,756,423
LYONDELLBASELL INDUSTRIES NV028,000+28,00002,255,680+2,255,680
NXP SEMICONDUCTORS N V08,295+8,29501,632,958+1,632,958
VANGUARD WORLD FD030,304+30,30405,250,238+5,250,238
BLOCK INC026,020+26,02001,565,884+1,565,884
PHILLIPS 66046,312+46,31208,439,258+8,439,258
ISHARES SILVER TR032,217+32,21702,195,287+2,195,287
AGNICO EAGLE MINES LTD022,455+22,45504,557,918+4,557,918
SONY GROUP CORP062,997+62,99701,304,044+1,304,044
JOHNSON & JOHNSON037,181+37,18109,091,914+9,091,914
AT&T INC0237,028+237,02806,871,444+6,871,444
DUKE ENERGY CORP NEW038,684+38,68405,070,463+5,070,463
TERADYNE INC(Call)012,400+12,40001,106,316+1,106,316
VANGUARD SCOTTSDALE FDS093,497+93,497011,327,344+11,327,344
SAMSARA INC059,800+59,80001,895,062+1,895,062
APPLE INC048,168+48,168012,224,832+12,224,832
CHIRON REAL ESTATE INC031,328+31,32801,036,346+1,036,346
GARMIN LTD027,876+27,87606,473,779+6,473,779
MERCK & CO INC068,809+68,80908,276,203+8,276,203
CVS HEALTH CORP088,301+88,30106,342,382+6,342,382
DELL TECHNOLOGIES INC(Call)019,800+19,80001,077,442+1,077,442
DOW HLDGS INC060,946+60,94602,538,458+2,538,458
KEYCORP046,300+46,3000928,315+928,315
ONEOK INC NEW075,753+75,75306,827,863+6,827,863
ARM HOLDINGS PLC(Call)025,100+25,1000865,804+865,804
CORNING INC(Call)021,600+21,6000836,052+836,052
CLOUDFLARE INC011,500+11,50002,372,910+2,372,910
CIPHER DIGITAL INC059,500+59,5000765,765+765,765
MONDELEZ INTL INC021,400+21,40001,233,496+1,233,496
STARBUCKS CORP061,967+61,96705,554,487+5,554,487
ISHARES TR018,519+18,51901,941,121+1,941,121
AMGEN INC021,019+21,01907,408,660+7,408,660
MARVELL TECHNOLOGY INC(Call)043,200+43,20001,007,937+1,007,937
EOG RES INC010,710+10,71001,548,345+1,548,345
RBB FD INC011,533+11,5330575,026+575,026
BRISTOL-MYERS SQUIBB CO062,903+62,90303,816,152+3,816,152
DARDEN RESTAURANTS INC034,280+34,28006,722,578+6,722,578
EMERSON ELEC CO042,191+42,19105,532,739+5,532,739
AFFIRM HLDGS INC033,444+33,44401,532,404+1,532,404
TWILIO INC(Call)027,100+27,1000543,950+543,950
UNITED PARCEL SVCS INC015,414+15,41401,516,430+1,516,430
MARVELL TECHNOLOGY INC045,536+45,53604,510,341+4,510,341
DEVON ENERGY CORP NEW061,765+61,76503,107,965+3,107,965
AMPHENOL CORP03,900+3,9000492,765+492,765
VANGUARD WORLD FD016,564+16,56403,289,510+3,289,510
SHOPIFY INC06,326+6,3260750,391+750,391
UNION PAC CORP021,978+21,97805,340,480+5,340,480
OKTA INC047,600+47,60003,746,596+3,746,596
TYSON FOODS INC063,064+63,06404,041,655+4,041,655
TERAWULF INC041,687+41,6870601,544+601,544
NEXTERA ENERGY INC031,018+31,01802,880,990+2,880,990
OKTA INC(Call)034,900+34,9000380,578+380,578
AEROVIRONMENT INC02,000+2,0000366,100+366,100
ROKU INC03,860+3,8600365,233+365,233
MCDONALDS CORP018,836+18,83605,867,678+5,867,678
DEERE & CO03,202+3,20201,803,518+1,803,518
SPDR SERIES TRUST035,762+35,76201,961,988+1,961,988
3M CO041,837+41,83706,078,083+6,078,083
APPLOVIN CORP(Call)03,600+3,6000296,722+296,722
NETAPP INC08,198+8,1980839,390+839,390
VANGUARD WORLD FD08,890+8,89002,793,476+2,793,476
ISHARES TR0898+8980279,880+279,880
DUPONT DE NEMOURS INC037,948+37,94801,738,044+1,738,044
L3HARRIS TECHNOLOGIES INC04,422+4,42201,526,340+1,526,340
GSK PLC035,541+35,54101,961,683+1,961,683
ASTERA LABS INC02,300+2,3000252,080+252,080
VANGUARD INTL EQUITY INDEX F031,606+31,60604,377,467+4,377,467
LAMAR ADVERTISING CO046,146+46,14605,846,729+5,846,729
ISHARES BITCOIN TRUST ETF(Put)017,500+17,5000239,221+239,221
PPL CORP046,089+46,08901,760,611+1,760,611
BHP BILLITON LIMITED026,065+26,06501,895,849+1,895,849
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