Fund HoldingsCetera Trust Company, N.A

Total Portfolio Value
$199.30M
Total Bought
$8.96M
Total Sold
$20.25M
Net Transaction
-$11.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LAM RESEARCH CORP(LRCX)36,76035,810-9507,85415,5187.79%+7,663
APPLE INC(AAPL)39,64239,492-15010,06111,4275.73%+1,367
ALPHABET INC(GOOG)16,70816,423-2854,8055,8692.94%+1,065
DELTA AIR LINES INC(DAL)34,45433,954-5002,2913,1801.60%+890
FLEX LTD(FLEX)9,0509,05005921,4670.74%+874
COHERENT CORP(COHR)4,7854,835+501,1401,9070.96%+767
UNITEDHEALTH GROUP INC(UNH)4,5804,780+2001,2391,9871.00%+747
BROADCOM INC(AVGO)12,19511,945-2503,7744,5122.26%+738
MKS INC.(MKSI)2,9152,91506701,2970.65%+627
ELI LILLY & CO(LLY)2,0872,08701,9202,5031.26%+584
MICROCHIP TECHNOLOGY INC.(MCHP)22,74422,394-3501,4692,0421.02%+573
AMAZON COM INC(AMZN)19,78219,607-1754,1204,6732.34%+553
CVS HEALTH CORP(CVS)17,69317,568-1251,2711,8170.91%+547
BANK OF AMER CORP64,14364,468+3253,1273,6731.84%+546
JPMORGAN CHASE & CO(JPM)16,09415,969-1254,7345,2272.62%+493
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,3803,38001,1421,6140.81%+472
ALPHABET INC(GOOG)8,2658,040-2252,3712,8411.43%+470
ASTRAZENECA PLC(AZN)02,369+2,36904490.23%+449
ELEVANCE HEALTH INC FORMERLY(ELV)3,8013,961+1601,1131,5320.77%+419
VISA INC(V)9,6009,645+452,9023,3091.66%+408
APPLIED MATLS INC99899803417220.36%+380
METLIFE INC(MET)27,16027,010-1501,9212,2851.15%+365
ASML HLDG NV
N Y REGISTRY SHS
53553507071,0640.53%+358
LIGAND PHARMACEUTICALS INC(LGND)2,8802,930+505759260.46%+351
ATI INC(ATI)6,4736,548+759421,2910.65%+349
PINNACLE FINL PARTNERS INC(PNFP)03,269+3,26903300.17%+330
MASTEC INC(MTZ)2,9102,960+509361,2320.62%+295
TD SYNNEX CORPORATION(SNX)2,6902,740+504547330.37%+279
JFROG LTD(FROG)5,6455,845+2002655310.27%+266
AMERICAN CENTY ETF TR15,35715,35701,2371,4820.74%+244
COCA COLA CO(KO)30,59630,896+3002,3272,5111.26%+184
NXP SEMICONDUCTORS N V
COM
2,0552,05504055780.29%+173
3M CO(MMM)10,35610,35601,5041,6770.84%+173
MORGAN STANLEY(MS)3,8043,80406267950.40%+169
STATE STR SPDR S&P 500 ETF T(SPY)1,7111,71101,1131,2780.64%+165
CISCO SYS INC(CSCO)3,2953,29502563870.19%+131
AMERICAN CENTY ETF TR29,43729,43702,4972,6261.32%+128
CATERPILLAR INC(CAT)35935902543820.19%+128
BOOKING HOLDINGS INC(BKNG)3017,825+7,5241,2671,3950.70%+127
OPEN LENDING CORP186,000114,000-72,0002333550.18%+122
CURTISS WRIGHT CORP(CW)1,4151,430+159641,0840.54%+120
AFFILIATED MANAGERS GROUP1,5801,640+604375550.28%+118
AMERICAN EXPRESS CO(AXP)3,2603,26009861,1030.55%+117
PERFORMANCE FOOD GROUP CO(PFGC)3,8764,001+1253324470.22%+115
INVESCO QQQ TR667677+103854990.25%+114
GE AEROSPACE(GE)1,2421,24203524640.23%+112
NEUROCRINE BIOSCIENCES INC(NBIX)2,4302,505+753204220.21%+102
UNITED RENTALS INC(URI)24624601792790.14%+99
HAEMONETICS CORP MASS(HAE)4,4504,670+2202513500.18%+99
GENERAL MTRS CO(GM)36,08436,134+502,6882,7851.40%+97
MITSUBISHI UFJ FINANCIAL GRO(MUFG)33,02033,02005606570.33%+96
INTEL CORP(INTC)1,0001,0000441400.07%+96
EVERCORE INC(EVR)1,8201,870+505436380.32%+95
GE VERNOVA INC(GEV)30930902703630.18%+93
ING GROEP N.V.(ING)17,43017,43004545470.27%+93
HALOZYME THERAPEUTICS INC(HALO)6,2006,250+504014890.25%+88
CRANE NXT CO(CXT)5,4505,890+4402213010.15%+80
LLOYDS BANKING GROUP PLC(LYG)99,72599,72505025810.29%+80
AXOS FINANCIAL INC(AX)5,4955,620+1254685470.27%+80
IRON MTN INC DEL(IRM)3,2853,28503364150.21%+79
CASELLA WASTE SYS INC(CWST)3,4153,565+1502713460.17%+75
AMGEN INC(AMGN)9,0338,983-503,1783,2531.63%+75
AXALTA COATING SYS LTD(AXTA)9,0059,430+4252493230.16%+73
ACI WORLDWIDE INC5,9856,335+3502453190.16%+73
ADVANCED DRAIN SYS INC DEL(WMS)2,6002,730+1303574290.22%+72
MICRON TECHNOLOGY INC(MU)87870291000.05%+71
ISHARES TR71571504675350.27%+68
ANHEUSER BUSCH INBEV SA NV(BUD)4,8504,85003364000.20%+63
PALO ALTO NETWORKS INC(PANW)3483480561190.06%+63
SIMON PPTY GROUP INC NEW(SPG)1,6651,66503113720.19%+62
THE BALDWIN INSURANCE GRP IN(BWIN)8,0708,950+8801772380.12%+61
WELLS FARGO & CO(WFC)19,92619,92601,5861,6470.83%+60
F N B CORP(FNB)19,14019,890+7503203800.19%+59
WELLTOWER INC(WELL)1,9901,99003934520.23%+58
COUSINS PPTYS INC(CUZ)7,8307,83001772350.12%+58
MERCK & CO INC(MRK)7,0547,05408499060.45%+58
HOST HOTELS & RESORTS INC(HST)12,70512,70502433010.15%+58
HEALTHPEAK PROPERTIES INC(DOC)9,2709,570+3001522050.10%+52
ICU MED INC(ICUI)2,1352,235+1002763280.16%+52
REGIONS FINANCIAL CORP NEW(RF)12,29612,29603213710.19%+50
PROGYNY INC4,2104,2100711210.06%+50
ECOLAB INC(ECL)3,9423,94201,0491,0980.55%+50
PLEXUS CORP(PLXS)50050001011500.08%+49
BXP INC(BXP)3,3753,37501752240.11%+49
ISHARES TR6662,664+1,9982843310.17%+47
TEXAS INSTRS INC(TXN)4504500871340.07%+47
QUANTA SVCS INC26626601461920.10%+45
QUALCOMM INC(QCOM)80080001031480.07%+45
MAGNITE INC(MGNI)3,1104,270+1,16037810.04%+44
PULTE GROUP INC(PHM)9,8478,750-1,0971,1581,2010.60%+42
ADDUS HOMECARE CORP2,5852,820+2352422830.14%+41
BANK OF NY MELLON CORP1,8551,805-502202610.13%+41
INTERNATIONAL BUSINESS MACHS(IBM)1,0321,03202502900.15%+40
E L F BEAUTY INC(ELF)1,0501,395+345641030.05%+40
ADVANCED MICRO DEVICES INC(AMD)104104021600.03%+39
ISHARES TR73573501822210.11%+39
CORNING INC(GLW)321321044820.04%+38
MICROSOFT CORP(MSFT)13,17013,17004,8754,9132.46%+38
BOYD GAMING CORP(BYD)3,8804,030+1503193560.18%+37
HONDA MOTOR CO LTD(HMC)10,37010,625+2552522880.14%+36
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Cetera Trust Company, N.A — 13F Holdings — Q2 2026 | TickerTrail