Fund HoldingsM1 Capital Management LLC

Total Portfolio Value
$270.78M
Total Bought
$77.95M
Total Sold
$39.98M
Net Transaction
+$37.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
155,342324,511+169,16911,89028,51810.53%+16,628
VANGUARD INDEX FDS091,795+91,79507,9072.92%+7,907
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0198,529+198,52907,2662.68%+7,266
ISHARES TR094,725+94,72507,2102.66%+7,210
INVESCO QQQ TR4,88811,657+6,7692,8218,5843.17%+5,763
ISHARES TR7,77354,569+46,7967555,6692.09%+4,914
BLACKROCK ETF TRUST
ISHA LA CORE ETF
074,695+74,69503,7621.39%+3,762
VANGUARD ADMIRAL FDS INC031,403+31,40303,5821.32%+3,582
ISHARES TR68,64381,752+13,1097,76411,2434.15%+3,479
ISHARES TR
CORE UNIVRSL USD
52,603108,135+55,5322,4304,9901.84%+2,561
GLOBAL X FDS
DEFENSE TECH ETF
31,13565,360+34,2252,2063,9031.44%+1,697
ADVANCED MICRO DEVICES INC(AMD)4,5594,415-1449272,5650.95%+1,637
BLACKROCK ETF TRUST
ISHA SYST AL ETF
056,697+56,69701,5900.59%+1,590
ISHARES TR
US TREAS BD ETF
061,849+61,84901,4090.52%+1,409
APPLE INC(AAPL)79,75974,315-5,44420,24221,5047.94%+1,262
BLACKROCK ETF TRUST II023,945+23,94501,2040.44%+1,204
BLACKROCK ETF TRUST
ISHA I IN TE ETF
131,424100,669-30,7554,3305,3071.96%+977
BLACKROCK ETF TRUST
ISHARES US EQUIT
169,268157,812-11,4569,84810,7333.96%+885
ZACKS TRUST
EARNGS CONSTANT
153,384157,364+3,9805,1895,9392.19%+750
STATE STR SPDR S&P 500 ETF T(SPY)7,1027,151+494,6195,3401.97%+722
ZACKS TRUST
SMALL/MID CAP
70,41471,943+1,5292,6103,2101.19%+600
ISHARES TR23,00021,904-1,0963,3283,9121.44%+584
ZACKS TRUST
QUALITY INTL ETF
98,690109,987+11,2972,6613,2141.19%+553
NVIDIA CORPORATION(NVDA)15,49216,112+6202,7023,2241.19%+522
ALPHABET INC(GOOG)6,0716,243+1721,7462,2310.82%+485
ZACKS TRUST
FOCUS GROWTH ETF
56,27663,070+6,7941,5512,0040.74%+453
ISHARES TR4,6434,623-203,0333,4621.28%+429
TESLA INC(TSLA)4,9255,254+3291,8312,2100.82%+379
GE AEROSPACE(GE)4,2104,21001,1951,5730.58%+378
ISHARES TR34,18332,444-1,7393,4403,8121.41%+373
BROADCOM INC(AVGO)3,1593,556+3979781,3430.50%+365
GE VERNOVA INC(GEV)1,1361,137+19921,3350.49%+343
ISHARES TR92,47487,462-5,01219,52619,8597.33%+333
ISHARES TR28,82927,354-1,4753,4153,7391.38%+324
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0609+60902910.11%+291
CISCO SYS INC(CSCO)02,393+2,39302810.10%+281
ISHARES TR64,87457,951-6,9233,6843,9641.46%+280
VANGUARD INDEX FDS2,7113,094+3838701,1450.42%+275
PALO ALTO NETWORKS INC(PANW)1,4651,470+52355010.19%+266
MICROSOFT CORP(MSFT)4,8695,527+6581,8022,0620.76%+259
ISHARES TR14,55612,909-1,6472,3232,5820.95%+259
INTERACTIVE BROKERS GROUP IN(IBKR)02,300+2,30002000.07%+200
ELI LILLY & CO(LLY)619623+45697480.28%+178
INVESCO EXCH TRADED FD TR II36,97026,613-10,3574,1454,2991.59%+154
ISHARES TR2,5412,593+526307790.29%+149
ISHARES TR14,14115,776+1,6351,3431,4910.55%+148
SPDR SERIES TRUST
ST STR NUVEE ETF
10,00912,687+2,6784545810.21%+127
SSGA ACTIVE TR
STATE STREET US
6,0827,231+1,1493514690.17%+118
SCHWAB STRATEGIC TR111,307116,739+5,4322,5852,7001.00%+116
CATERPILLAR INC(CAT)732591-1415196290.23%+111
SPDR INDEX SHS FDS
ST STR PO EX ETF
8,4229,790+1,3683844930.18%+109
GENERAC HLDGS INC(GNRC)1,0851,08502123180.12%+106
ROBINHOOD MKTS INC(HOOD)3,2773,319+422273330.12%+106
ALPHABET INC(GOOG)1,7761,728-485096110.23%+101
AMAZON COM INC(AMZN)12,79311,527-1,2662,6642,7471.01%+83
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6371,532-1052182920.11%+74
JPMORGAN CHASE & CO(JPM)2,2482,242-66617340.27%+73
ISHARES TR3,0073,008+13744460.16%+72
ABBVIE INC(ABBV)1,7161,769+533734450.16%+72
ISHARES TR9,47810,211+7339411,0110.37%+70
BERKSHIRE HATHAWAY INC DEL3,2873,28701,5751,6450.61%+70
VIKING THERAPEUTICS INC(VKTX)9,1089,353+2452963650.13%+68
MODINE MFG CO(MOD)1,2661,26602743380.12%+64
ISHARES TR4,8284,82804695330.20%+63
VISA INC(V)1,1421,166+243454000.15%+55
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
4,8584,85803443980.15%+54
VANGUARD INDEX FDS1,5256,099+4,5744384910.18%+53
DTE ENERGY CO(DTB)7,9457,963+181,1621,2130.45%+52
DT MIDSTREAM INC(DTM)4,1024,109+75526030.22%+50
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
7,1937,19303493960.15%+47
VANGUARD TAX-MANAGED FDS6,3186,319+14054500.17%+45
AMPHENOL CORP1,7661,518-2482232680.10%+45
VANGUARD INDEX FDS94594502472860.11%+39
ISHARES TR5,7875,818+318769090.34%+33
GOLDMAN SACHS GROUP INC(GS)240229-112032320.09%+29
AUTOMATIC DATA PROCESSING IN1,3081,30802662930.11%+27
VANGUARD INDEX FDS3,2103,221+112853110.11%+26
EXPEDIA GROUP INC(EXPE)99099002292530.09%+25
SPDR SERIES TRUST
ST STR SP DIV
3,2633,269+64764980.18%+21
COCA COLA CO(KO)4,0394,036-33073280.12%+21
ISHARES TR2,5322,139-3933934020.15%+10
HOME DEPOT INC(HD)971928-433193270.12%+8
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
9,2889,485+1974364440.16%+8
MASTERCARD INCORPORATED(MA)865852-134324380.16%+5
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
2,9943,006+122372380.09%0
HYPERSCALE DATA INC(GPUS)20,00020,0000330.00%-0
SPDR SERIES TRUST
ST INTER BD ETF
11,17811,101-773753710.14%-3
PROCTER & GAMBLE CO(PG)1,6661,614-522412370.09%-4
STRYKER CORPORATION(SYK)698702+42292210.08%-8
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
12,54813,131+5832172090.08%-9
SHOPIFY INC(SHOP)2,1002,10002492400.09%-9
SELECT SECTOR SPDR TR
ST STR UTIL ETF
41,63841,753+1151,9111,8930.70%-18
ISHARES TR
ULTRA SHORT DUR
4,6144,117-4972342080.08%-25
PHILLIPS 66(PSX)1,6261,593-332962690.10%-27
VANGUARD INDEX FDS634505-1293793470.13%-32
SCHWAB STRATEGIC TR30,35826,609-3,7491,0009650.36%-35
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
6,1555,555-6003603230.12%-37
COSTCO WHOLESALE CORPORATION(COST)653646-76516040.22%-46
SHELL PLC(SHEL)3,1333,13302912430.09%-48
CHEVRON CORPORATION(CVX)1,4131,442+292922390.09%-53
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