Fund Holdings — Portfolio Design Labs, LLC

Total Portfolio Value
$609.99M
Total Bought
$118.39M
Total Sold
$100.39M
Net Transaction
+$18.00M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ISHARES TR0173,273+173,273018,9613.11%+18,961
MICRON TECHNOLOGY INC(MU)5,5068,810+3,3041,86010,1691.67%+8,309
ADVANCED MICRO DEVICES INC(AMD)12,40015,798+3,3982,5239,1771.50%+6,655
ISHARES TR
0-5YR HI YL CP
0143,624+143,62406,0911.00%+6,091
CATERPILLAR INC(CAT)1,7696,788+5,0191,2537,2291.19%+5,975
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,73114,434+10,7031,2616,8931.13%+5,632
INTEL CORP(INTC)5,21038,785+33,5752305,4160.89%+5,186
ISHARES TR
TRS FLT RT BD
339,302438,029+98,72717,17922,1773.64%+4,999
GE VERNOVA INC(GEV)2,7376,217+3,4802,3897,3041.20%+4,915
UNITEDHEALTH GROUP INC(UNH)7,03714,201+7,1641,9045,9020.97%+3,998
ELI LILLY & CO(LLY)8,7839,672+8898,07811,6011.90%+3,523
CORNING INC(GLW)1,65514,000+12,3452253,5760.59%+3,351
CROWDSTRIKE HLDGS INC(CRWD)5,6527,177+1,5252,2075,4770.90%+3,270
PROSHARES TR
PSHS ULT S&P 500
227,064220,397-6,66711,78014,8502.43%+3,070
PALO ALTO NETWORKS INC(PANW)8,51012,693+4,1831,3644,3290.71%+2,964
NVIDIA CORPORATION(NVDA)168,180161,171-7,00929,33132,2495.29%+2,918
ALPHABET INC(GOOG)73,00767,381-5,62620,94323,8083.90%+2,865
APPLIED MATLS INC6,2476,115-1322,1354,4210.72%+2,286
CHENIERE ENERGY INC(LNG)09,431+9,43102,2540.37%+2,254
MARVELL TECHNOLOGY INC(MRVL)07,492+7,49202,2320.37%+2,232
QUALCOMM INC(QCOM)10,11518,755+8,6401,3033,4660.57%+2,163
LAM RESEARCH CORP(LRCX)10,0629,552-5102,1504,1390.68%+1,989
RTX CORPORATION(RTX)21,88130,917+9,0364,2215,8660.96%+1,645
ISHARES TR2,26617,662+15,3962411,8800.31%+1,639
BROADCOM INC(AVGO)39,07936,233-2,84612,09513,6872.24%+1,592
ISHARES TR205,958226,022+20,06417,00618,5593.04%+1,553
BOEING CO(BA)5,31810,271+4,9531,0582,2230.36%+1,165
CISCO SYS INC(CSCO)30,20928,494-1,7152,3443,3470.55%+1,003
GE AEROSPACE(GE)8,9429,179+2372,5373,4300.56%+893
HOWMET AEROSPACE INC(HWM)5,8588,322+2,4641,3502,2370.37%+887
AMPHENOL CORP16,12616,563+4372,0382,9200.48%+883
COHERENT CORP(COHR)02,162+2,16208530.14%+853
GOLDMAN SACHS GROUP INC(GS)1,8362,335+4991,5532,3620.39%+808
WELLTOWER INC(WELL)20,50120,560+594,0534,6670.77%+613
LUMENTUM HLDGS INC(LITE)0654+65405610.09%+561
HONEYWELL INTL INC02,270+2,27005080.08%+508
ARISTA NETWORKS INC(ANET)9,7169,981+2651,1931,6960.28%+503
ARM HOLDINGS PLC2,5362,492-443848840.14%+500
HONEYWELL AEROSPACE INC02,175+2,17504810.08%+481
ABBVIE INC(ABBV)11,08611,344+2582,4112,8540.47%+443
BANK OF AMER CORP49,18849,622+4342,3982,8270.46%+430
EATON CORP PLC(ETN)5,8035,839+362,0762,4880.41%+413
PALANTIR TECHNOLOGIES INC(PLTR)13,80820,689+6,8812,0202,4140.40%+394
ISHARES TR13,97520,514+6,5397951,1820.19%+388
INTERNATIONAL BUSINESS MACHS(IBM)5,2795,910+6311,2801,6620.27%+382
FORTINET INC(FTNT)02,373+2,37303650.06%+365
KLA CORP(KLAC)2502,410+2,1603687270.12%+359
HOME DEPOT INC(HD)5,6296,199+5701,8512,1860.36%+335
NETAPP INC(NTAP)5,0125,418+4065138380.14%+325
AMETEK INC10,86410,915+512,3292,6410.43%+312
PHILIP MORRIS INTL INC(PM)22,98822,632-3563,8014,0940.67%+293
CITIGROUP INC(C)11,12111,088-331,2611,5520.25%+291
HUNTINGTON BANCSHARES INC(HBAN)94,24097,861+3,6211,4751,7350.28%+260
INTUITIVE SURGICAL INC3,7661,346-2,4202845350.09%+251
NXP SEMICONDUCTORS N V
COM
0865+86502430.04%+243
TEXAS INSTRS INC(TXN)6,4455,010-1,4351,2511,4930.24%+242
APPLE INC(AAPL)100,66789,125-11,54225,54825,7894.23%+241
GALLAGHER ARTHUR J & CO(AJG)5,1935,940+7471,1251,3640.22%+239
QUANTA SVCS INC1,3761,378+27559920.16%+237
F5 INC(FFIV)0569+56902370.04%+237
CAPITAL ONE FINL CORP(COF)7,6048,061+4571,3871,6170.27%+230
ANALOG DEVICES INC(ADI)5,1694,699-4701,6451,8660.31%+222
AIRBNB INC01,515+1,51502170.04%+217
INGERSOLL RAND INC(IR)11,09013,446+2,3568891,1020.18%+214
ASSURANT INC(AIZ)4,4814,423-589761,1880.19%+212
MORGAN STANLEY(MS)5,9345,683-2519771,1880.19%+211
PACKAGING CORP AMER(PKG)8,3278,275-521,7671,9720.32%+205
WELLS FARGO & CO(WFC)27,45728,877+1,4202,1862,3860.39%+201
DANAHER CORP DEL(DHR)5,8226,796+9741,1041,2950.21%+191
MERCK & CO INC(MRK)15,93616,354+4181,9172,1020.34%+185
TRANE TECHNOLOGIES PLC(TT)2,4412,442+11,0171,1990.20%+182
AMERICAN EXPRESS CO(AXP)3,9654,052+871,1991,3710.22%+171
CINTAS CORP(CTAS)5,9166,873+9571,0011,1690.19%+168
ASML HLDG NV
N Y REGISTRY SHS
25125103325000.08%+168
FASTENAL CO(FAST)29,75632,160+2,4041,3811,5450.25%+164
STRYKER CORPORATION(SYK)3,6114,281+6701,1871,3480.22%+161
ROCKWELL AUTOMATION INC(ROK)1,1971,191-64305900.10%+160
LINDE PLC(LIN)5,2475,309+622,6012,7550.45%+154
COCA COLA CO(KO)33,27332,965-3082,5302,6790.44%+149
MONSTER BEVERAGE CORP NEW(MNST)5,9695,961-84335730.09%+140
DEERE & CO(DE)1,6731,701+289421,0790.18%+137
ROPER TECHNOLOGIES INC(ROP)2,4612,976+5158711,0070.17%+136
PARKER-HANNIFIN CORP(PH)1,1531,193+401,0321,1670.19%+135
OLD DOMINION FREIGHT LINE IN(ODFL)5,6875,748+611,1111,2450.20%+134
PINNACLE WEST CAP CORP(PNW)9,1439,850+7079211,0540.17%+133
TERADYNE INC(TER)726715-112153460.06%+131
UNITED PARCEL SVCS INC(UPS)12,25112,356+1051,2051,3280.22%+123
EXPEDITORS INTL WASH INC(EXPD)7,4667,296-1701,0691,1890.19%+120
AMGEN INC(AMGN)3,0783,317+2391,0831,2010.20%+118
ABBOTT LABORATORIES19,40423,191+3,7871,9922,1040.34%+112
BANK OF NY MELLON CORP4,3594,343-165176280.10%+111
THERMO FISHER SCIENTIFIC INC(TMO)2,8913,046+1551,4211,5270.25%+106
SCHWAB CHARLES CORP(SCHW)14,65616,072+1,4161,3771,4830.24%+106
VISA INC(V)19,81217,756-2,0565,9886,0921.00%+104
COLGATE PALMOLIVE CO(CL)11,19811,543+3459541,0580.17%+104
JABIL INC(JBL)80980902153120.05%+97
WEC ENERGY GROUP INC(WEC)8,9169,666+7501,0321,1290.19%+97
DELTA AIR LINES INC(DAL)3,0663,131+652042930.05%+89
PPL CORP(PPL)65,57071,348+5,7782,5052,5940.43%+89
CMS ENERGY CORP(CMS)16,70818,030+1,3221,2961,3790.23%+83
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