Fund HoldingsCetera Trust Company, N.A

Total Portfolio Value
$176.89M
Total Bought
$6.75M
Total Sold
$23.11M
Net Transaction
-$16.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NETFLIX INC.(NFLX)015,915+15,91501,5300.87%+1,530
BOOKING HOLDINGS INC(BKNG)0301+30101,2670.72%+1,267
NEXTERA ENERGY INC(NEE)5,62917,520+11,8914521,6270.92%+1,175
LAM RESEARCH CORP(LRCX)39,91036,760-3,1506,8327,8544.44%+1,022
CONOCOPHILLIPS(COP)08,215+8,21501,0840.61%+1,084
FEDEX CORP(FDX)7,9957,645-3502,3092,7231.54%+414
TOTALENERGIES SE(TTE)04,340+4,34003950.22%+395
WALMART INC(WMT)41,89040,315-1,5754,6675,0102.83%+343
UNILEVER PLC(UL)05,930+5,93003380.19%+338
MASTEC INC(MTZ)02,910+2,91009360.53%+936
BAKER HUGHES COMPANY(BKR)024,091+24,09101,4710.83%+1,471
HONEYWELL INTL INC(HON)010,735+10,73502,4261.37%+2,426
COHERENT CORP(COHR)4,8354,785-508921,1400.64%+247
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
017,910+17,91002200.12%+220
MKS INC.(MKSI)2,9152,91504666700.38%+204
ATI INC(ATI)6,4736,47307439420.53%+199
CURTISS WRIGHT CORP(CW)01,415+1,41509640.54%+964
ASML HLDG NV
N Y REGISTRY SHS
53553505727070.40%+134
EXXON MOBIL CORP2,6332,63303174470.25%+130
GOLAR LNG LTD
SHS
06,935+6,93503750.21%+375
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,3803,38001,0271,1420.65%+115
COSTCO WHOLESALE CORPORATION(COST)0974+97409710.55%+971
MERCK & CO INC(MRK)7,0547,05407438490.48%+106
COCA COLA CO(KO)31,77130,596-1,1752,2212,3271.32%+106
NEWMONT CORP(NEM)19,43318,883-5501,9402,0441.16%+104
MATADOR RES CO(MTDR)4,5204,52001922860.16%+94
SHELL PLC(SHEL)04,415+4,41504110.23%+411
APPLIED MATLS INC99899802563410.19%+85
ALBEMARLE CORP(ALB)1,9601,96002773520.20%+75
AMERICAN CENTY ETF TR29,43729,43702,4232,4971.41%+74
PULTE GROUP INC(PHM)09,847+9,84701,1580.65%+1,158
CVS HEALTH CORP(CVS)15,11817,693+2,5751,2001,2710.72%+71
GE VERNOVA INC(GEV)0309+30902700.15%+270
AMGEN INC(AMGN)9,5089,033-4753,1123,1781.80%+66
JOHNSON & JOHNSON(JNJ)1,6941,69403514140.23%+64
ALEXANDRIA REAL ESTATE EQ IN01,675+1,6750780.04%+78
SPDR SERIES TRUST
ST STR SP DIV
0414+4140600.03%+60
NEXTPOWER INC1,7411,74101522100.12%+58
AMERICAN CENTY ETF TR15,35715,35701,1831,2370.70%+55
TARGET CORP(TGT)2,3032,30302252790.16%+54
TD SYNNEX CORPORATION(SNX)02,690+2,69004540.26%+454
CATERPILLAR INC(CAT)35935902062540.14%+49
GSK PLC(GSK)7,8457,84503854330.24%+48
VODAFONE GROUP PLC(VOD)24,35024,35003223660.21%+44
PALANTIR TECHNOLOGIES INC(PLTR)0300+3000440.02%+44
NVIDIA CORPORATION(NVDA)01,120+1,12001950.11%+195
IRON MTN INC DEL(IRM)03,285+3,28503360.19%+336
EQUINIX INC(EQIX)0335+33503280.19%+328
MITSUBISHI UFJ FINANCIAL GRO(MUFG)033,020+33,02005600.32%+560
KT CORP(KT)14,72514,72502793160.18%+37
NOVARTIS AG(NVS)3,4523,352-1004765120.29%+36
QUANTA SVCS INC0266+26601460.08%+146
LIGAND PHARMACEUTICALS INC(LGND)2,8802,88005455750.33%+30
DEERE & CO(DE)0310+31001750.10%+175
ACADEMY SPORTS & OUTDOORS IN(ASO)4,6254,62502312610.15%+30
LINDE PLC(LIN)0426+42602110.12%+211
CHUBB LTD SWITZ
COM
2,0502,05006406680.38%+28
PLEXUS CORP(PLXS)0500+50001010.06%+101
WILLIAMS COS INC(WMB)02,191+2,19101590.09%+159
ANHEUSER BUSCH INBEV SA NV(BUD)4,8504,85003113360.19%+26
MCKESSON CORP(MCK)6,3256,025-3005,1885,2142.95%+25
EXTRA SPACE STORAGE INC(EXR)01,796+1,79602360.13%+236
EATON CORP PLC(ETN)0573+57302050.12%+205
PEPSICO INC(PEP)01,872+1,87202910.16%+291
RTX CORPORATION(RTX)18,92718,102-8253,4713,4921.97%+21
AVIENT CORPORATION(AVNT)03,995+3,99501450.08%+145
INVITATION HOMES INC(INVH)04,830+4,83001200.07%+120
SOLSTICE ADVANCED MATLS INC(SOLS)0250+2500190.01%+19
AMERICOLD REALTY TRUST INC(COLD)08,275+8,2750950.05%+95
SBA COMMUNICATIONS CORP(SBAC)0715+71501230.07%+123
SM ENERGY COMPANY(SM)01,435+1,4350450.03%+45
PUBLIC STORAGE OPER CO(PSA)0715+71501940.11%+194
DIGITAL RLTY TR INC(DLR)01,840+1,84003320.19%+332
KIMCO REALTY CORP(KIM)08,615+8,61501940.11%+194
CORNING INC(GLW)0321+3210440.02%+44
INVESCO QQQ TR0667+66703850.22%+385
T-MOBILE US INC(TMUS)011,525+11,52502,4211.37%+2,421
ESSENTIAL UTILS INC(WTRG)07,235+7,23502910.16%+291
ECOLAB INC(ECL)03,942+3,94201,0490.59%+1,049
UNION PAC CORP(UNP)01,118+1,11802710.15%+271
FLEXTRONICS INTL LTD(FLEX)9,6009,050-5505805920.33%+12
CONSOLIDATED EDISON INC(ED)0867+8670980.06%+98
SLB LIMITED(SLB)0892+8920460.03%+46
MARATHON PETE CORP(MPC)0137+1370330.02%+33
CACI INTL INC(CACI)89589504774870.28%+10
REALTY INCOME CORP(O)04,035+4,03502470.14%+247
ENTERGY CORP NEW(ETR)0446+4460500.03%+50
INTEL CORP(INTC)01,000+1,0000440.02%+44
HEALTHPEAK PROPERTIES INC(DOC)09,270+9,27001520.09%+152
ANALOG DEVICES INC(ADI)0146+1460460.03%+46
COLGATE PALMOLIVE CO(CL)01,000+1,0000850.05%+85
MICROCHIP TECHNOLOGY INC.(MCHP)022,744+22,74401,4690.83%+1,469
AIR PRODUCTS AND CHEMICALS I0128+1280370.02%+37
KLA CORP(KLAC)021+210310.02%+31
VALERO ENERGY CORP(VLO)060+600150.01%+15
MICRON TECHNOLOGY INC(MU)087+870290.02%+29
DIAMONDBACK ENERGY INC(FANG)093+930180.01%+18
ATMOS ENERGY CORP(ATO)0250+2500460.03%+46
SOUTHERN CO(SO)0450+4500430.02%+43
KONINKLIJKE PHILIPS N V(PHG)012,787+12,78703500.20%+350
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