Fund Holdings

ROMAN BUTLER FULLERTON & CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TORTOISE CAPITAL SERIES TRUS0157,361+157,36101,592,4970.44%+1,592,497
SCHWAB STRATEGIC TR141,230171,176+29,9464,119,6905,282,4881.45%+1,162,798
GE VERNOVA INC(GEV)2,9853,085+1001,974,9112,887,3850.79%+912,474
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,43717,456+13,019217,0231,013,3060.28%+796,283
CARPENTER TECHNOLOGY CORP(CRS)4,5455,305+7601,521,5272,269,7520.62%+748,225
POWELL INDS INC(POWL)3,1939,641+6,4481,363,0852,102,5130.58%+739,428
WALMART INC(WMT)66,02966,551+5227,780,2288,469,2972.33%+689,069
EXELIXIS INC(EXEL)015,277+15,2770675,2430.19%+675,243
CATERPILLAR INC(CAT)5,3595,363+43,474,7864,138,3351.14%+663,549
APPLE INC(AAPL)60,78960,798+915,096,66415,740,5514.33%+643,887
THE ALGER ETF TRUST015,505+15,5050512,1300.14%+512,130
EXPEDIA GROUP INC(EXPE)02,128+2,1280504,2210.14%+504,221
VALERO ENERGY CORP(VLO)8,7358,897+1621,632,3932,132,0850.59%+499,692
SPDR SERIES TRUST
ST TERM HIGH ETF
018,284+18,2840458,9260.13%+458,926
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,670+2,6700455,0070.13%+455,007
DEERE & CO(DE)1,5122,035+523789,7751,239,7650.34%+449,990
ADVANCED ENERGY INDS01,050+1,0500385,2980.11%+385,298
DELL TECHNOLOGIES INC(DELL)02,026+2,0260375,6850.10%+375,685
MODINE MFG CO(MOD)01,578+1,5780370,5780.10%+370,578
CORNING INC(GLW)02,240+2,2400369,7680.10%+369,768
QUALCOMM INC(QCOM)2,1085,452+3,344332,694695,2010.19%+362,507
NEWMONT CORP(NEM)03,033+3,0330358,3300.10%+358,330
HOWMET AEROSPACE INC(HWM)10,49510,537+422,284,7552,634,2560.72%+349,501
SANDISK CORP(SNDK)0443+4430345,9390.10%+345,939
MARVELL TECHNOLOGY INC(MRVL)03,005+3,0050343,9790.09%+343,979
BITWISE BITCOIN ETF TR(BITB)08,727+8,7270338,0840.09%+338,084
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
14,05920,758+6,699712,7691,048,0910.29%+335,322
SPDR INDEX SHS FDS
ST MAR DIVID ETF
08,169+8,1690333,7040.09%+333,704
BROADCOM INC(AVGO)5,0665,638+5721,648,9891,976,9590.54%+327,970
UNITED STS OIL FD LP(USO)02,630+2,6300327,6450.09%+327,645
MASTEC INC(MTZ)0925+9250322,0020.09%+322,002
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
20,42924,808+4,3791,364,2281,672,5960.46%+308,368
SPDR SERIES TRUST
SST SPDR BLOOMBE
09,721+9,7210307,9580.08%+307,958
FIDELITY COVINGTON TRUST
ENHANCED INTL
40,82846,665+5,8371,546,8511,832,0800.50%+285,229
ISHARES TR7,1839,712+2,529795,6981,063,4150.29%+267,717
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
05,911+5,9110262,4370.07%+262,437
AMERICAN CENTY ETF TR02,435+2,4350256,7220.07%+256,722
ISHARES TR01,379+1,3790253,5710.07%+253,571
VERTIV HOLDINGS CO(VRT)2,3562,366+10426,781664,7940.18%+238,013
TRANE TECHNOLOGIES PLC(TT)0510+5100229,0710.06%+229,071
ESCO TECHNOLOGIES INC(ESE)0730+7300225,5260.06%+225,526
EXCHANGE TRADED CONCEPTS TRU03,028+3,0280222,3760.06%+222,376
TARGET CORP(TGT)01,789+1,7890220,3050.06%+220,305
VANGUARD INDEX FDS0336+3360208,6470.06%+208,647
MONOLITHIC PWR SYS INC(MPWR)0155+1550203,3460.06%+203,346
JOHNSON & JOHNSON(JNJ)11,66511,398-2672,548,6262,750,3150.76%+201,689
UNITED STS GASOLINE FD LP(UGA)11,8699,860-2,009774,872960,3340.26%+185,462
BRISTOL-MYERS SQUIBB CO(BMY)22,02423,488+1,4641,210,0061,390,5000.38%+180,494
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
13,59114,590+9992,713,3472,888,2400.79%+174,893
DIGITAL RLTY TR INC(DLR)6,4646,450-141,025,9191,197,3900.33%+171,471
ASML HLDG NV
N Y REGISTRY SHS
836939+1031,166,8641,334,2780.37%+167,414
ISHARES TR
US INFRASTRUC
6,1288,686+2,558349,112514,1830.14%+165,071
SMITH & WESSON BRANDS INC39,94639,169-777421,028579,7010.16%+158,673
IRON MTN INC DEL(IRM)12,38212,330-521,162,0611,318,9490.36%+156,888
CROWDSTRIKE HLDGS INC(CRWD)7401,140+400335,652486,3540.13%+150,702
PACER FDS TR
US CASH COWS 100
9,05611,359+2,303562,272711,9520.20%+149,680
COMFORT SYS USA INC(FIX)542496-46613,148756,2220.21%+143,074
VERIZON COMMUNICATIONS INC(VZ)17,38217,220-162686,229827,2440.23%+141,015
ALTRIA GROUP INC(MO)9,68810,929+1,241591,233730,0290.20%+138,796
EXXON MOBIL CORP9,5489,052-4961,275,9291,414,1030.39%+138,174
SALESFORCE INC(CRM)2,8344,417+1,583646,303778,9460.21%+132,643
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,2373,254+171,059,8031,190,7580.33%+130,955
HUNTINGTON INGALLS INDS INC(HII)4,5655,016+4511,936,1102,063,3010.57%+127,191
COSTCO WHOLESALE CORPORATION(COST)3,5003,439-613,416,5513,543,3100.97%+126,759
MERCK & CO INC(MRK)8,3978,451+54916,7601,041,0270.29%+124,267
BITWISE ETHEREUM ETF13,81326,051+12,238290,218412,3920.11%+122,174
RTX CORPORATION(RTX)13,49613,611+1152,649,7632,769,6300.76%+119,867
MORGAN STANLEY ETF TRUST
EATO VA ULTR ETF
14,12116,376+2,255720,467831,7320.23%+111,265
KINDER MORGAN INC DEL(KMI)33,79733,814+171,003,4201,114,5000.31%+111,080
LAM RESEARCH CORP(LRCX)2,2992,507+208507,355618,0400.17%+110,685
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
7,6319,774+2,143450,375558,1080.15%+107,733
AT&T INC(T)27,65227,580-72652,027754,3200.21%+102,293
FIDELITY COVINGTON TRUST19,47619,527+511,080,8931,177,4590.32%+96,566
ISHARES TR2,1533,015+862223,261318,2760.09%+95,015
PALO ALTO NETWORKS INC(PANW)7,4078,307+9001,350,3471,443,5900.40%+93,243
SPDR SERIES TRUST
ST STR BLO 1 ETF
8,2859,307+1,022758,565851,1560.23%+92,591
WISDOMTREE TR(WT)29,92331,895+1,972686,134765,4800.21%+79,346
FREEPORT MCMORAN INC(FCX)11,04511,112+67650,022723,4000.20%+73,378
ARISTA NETWORKS INC(ANET)11,28411,247-371,559,4691,631,5840.45%+72,115
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,4564,695+1,239201,610270,4900.07%+68,880
PHILLIPS 66(PSX)2,4632,434-29349,581408,9290.11%+59,348
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,9997,445+1,446322,798381,2050.10%+58,407
LOCKHEED MARTIN CORP(LMT)1,1571,186+29687,215745,3480.20%+58,133
US BANCORP(USB)18,43819,704+1,2661,035,8581,090,8220.30%+54,964
VANECK ETF TRUST
URANI NUCLE ETF
1,6932,272+579258,837312,2580.09%+53,421
COCA COLA CO(KO)9,3459,356+11671,594723,1500.20%+51,556
NATIONAL HEALTH INVS INC(NHI)7,0017,122+121551,989603,5070.17%+51,518
ETF OPPORTUNITIES TRUST
REX FA IN EQ ETF
8,94011,057+2,117403,709454,1120.12%+50,403
PEPSICO INC(PEP)4,9164,892-24709,882757,2310.21%+47,349
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,1965,755+559221,942269,2130.07%+47,271
NUVEEN MUN VALUE FD INC(NUV)250,365251,547+1,1822,268,3092,314,2370.64%+45,928
THE CIGNA GROUP(CI)16,44116,773+3324,610,0244,655,5241.28%+45,500
HONEYWELL INTL INC(HON)2,0972,200+103466,659511,4110.14%+44,752
T-MOBILE US INC(TMUS)2,4082,480+72446,365490,1170.13%+43,752
VANGUARD WORLD FD
UTILITIES ETF
2,6632,6630495,345538,1660.15%+42,821
JPMORGAN CHASE & CO(JPM)11,69811,663-353,551,8823,591,7290.99%+39,847
SHELL PLC(SHEL)3,1712,929-242229,666269,4560.07%+39,790
VANECK ETF TRUST
SHRT HGH YLD MUN
14,11815,912+1,794324,578361,0500.10%+36,472
VENTAS INC(VTR)4,8734,8730373,185409,5880.11%+36,403
GE AEROSPACE(GE)9,5469,251-2952,815,9692,849,8180.78%+33,849
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