Insight Wealth Strategies, LLC

CIK 0001749914 • 6 13F filings • Apr 3, 2025 – Jul 10, 2026

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Filer information

Filed by: Insight Wealth Strategies, LLC, COO
Address: 2603 CAMINO RAMON, SUITE 350, SAN RAMON, CA, 94583
Phone: 9256598020
AUM: $872.1M

AUM over time

$1.01B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.01B192 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMD K1	$19.7M	1.9%	761,713 SH	New
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$728K	0.1%Prev: 0.1%	3,908 SH	Increased+384 SH
ADVANCED MICRO DEVICES INC	COM	$5.6M	0.6%Prev: 0.4%	9,142 SH	Increased-12,532 SH
ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$10.5M	1.0%Prev: 1.1%	252,888 SH	Increased+9,504 SH
ALPHABET INC	CAP STK CL A	$7.0M	0.7%Prev: 0.9%	20,460 SH	Decreased-10,154 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.4%Prev: 0.3%	12,828 SH	Increased+781 SH
AMAZON COM INC	COM	$7.5M	0.7%Prev: 0.7%	30,114 SH	Increased+1,301 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$14.9M	1.5%Prev: 1.5%	126,132 SH	Increased+710 SH
AMERICAN EXPRESS CO	COM	$259K	0.0%Prev: 0.9%	851 SH	Decreased-22,153 SH
APPLE INC	COM	$15.8M	1.6%Prev: 1.4%	47,432 SH	Increased+870 SH
ARROW ELECTRS INC	COM	$5.3M	0.5%	23,302 SH	New
ASTRANA HEALTH INC	COM NEW	$5.0M	0.5%	139,664 SH	New
ATI INC	COM	$276K	0.0%	1,455 SH	New
BAKER HUGHES COMPANY	CL A	$5.7M	0.6%Prev: 0.6%	103,189 SH	Increased-2,695 SH
BANK OF AMER CORP	COM	$254K	0.0%	4,665 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$595K	0.1%Prev: 0.1%	1,194 SH	Increased+83 SH
BIO RAD LABS INC	CL A	$289K	0.0%Prev: 0.0%	766 SH	Increased-140 SH
BIOGEN INC	COM	$7.7M	0.8%	34,161 SH	New
BLACKROCK ETF TRUST	ISHA SYST AL ETF	$1.6M	0.2%	52,868 SH	New
BLACKROCK ETF TRUST	ISHA US AWAR ETF	$423K	0.0%	5,185 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$33.7M	3.3%Prev: 3.1%	486,949 SH	Increased+42,637 SH
BLUE BIRD CORP	COM	$3.6M	0.4%Prev: 0.5%	64,335 SH	Decreased-11,254 SH
BNY MELLON ETF TRUST	GLOBAL INFRASCTR	$763K	0.1%Prev: 1.1%	18,200 SH	Decreased-231,615 SH
BROADCOM INC	COM	$6.7M	0.7%Prev: 0.6%	18,989 SH	Increased+3,713 SH
BWX TECHNOLOGIES INC	COM	$5.1M	0.5%	37,565 SH	New
CALAMOS ETF TR	AUTOC INCOM ETF	$1.2M	0.1%	44,438 SH	New
CARDINAL HEALTH INC	COM	$3.4M	0.3%Prev: 0.3%	15,258 SH	Increased-1,038 SH
CATERPILLAR INC	COM	$227K	0.0%	280 SH	New
CDW CORP	COM	$6.5M	0.6%Prev: 0.6%	50,391 SH	Increased+20,596 SH
CENCORA INC	COM	$7.3M	0.7%Prev: 0.6%	24,223 SH	Increased+6,927 SH
CENTENE CORP DEL	COM	$6.1M	0.6%	98,531 SH	New
CENTURY ALUM CO	COM	$6.7M	0.7%	185,329 SH	New
CF INDUSTRIES HOLD	COM	$6.4M	0.6%	55,706 SH	New
CHEVRON CORPORATION	COM	$33.1M	3.3%	161,957 SH	New
CISCO SYS INC	COM	$261K	0.0%	2,428 SH	New
COCA COLA CO	COM	$335K	0.0%Prev: 0.0%	3,896 SH	Increased+532 SH
COMFORT SYS USA INC	COM	$6.7M	0.7%Prev: 0.8%	4,074 SH	Increased-3,714 SH
CONSTELLATION ENERGY CORP	COM	$6.3M	0.6%Prev: 0.6%	24,974 SH	Increased+9,754 SH
COSTCO WHOLESALE CORPORATION	COM	$279K	0.0%	307 SH	New
DEVON ENERGY CORP NEW	COM	$6.9M	0.7%	149,247 SH	New
DIGITALOCEAN HLDGS INC	COM	$438K	0.0%	3,280 SH	New
EA SERIES TRUST	RELA SEN TAC ETF	$1.6M	0.2%	36,001 SH	New
ELI LILLY & CO	COM	$336K	0.0%	290 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$2.3M	0.2%	14,327 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.0M	0.1%Prev: 0.1%	23,920 SH	Increased+6,385 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.4M	0.1%Prev: 0.1%	28,905 SH	Increased+4,696 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$336K	0.0%Prev: 0.0%	14,256 SH	Increased+661 SH
FLEX LTD	ORD	$5.7M	0.6%	52,016 SH	New
FORTINET INC	COM	$8.0M	0.8%Prev: 0.4%	44,762 SH	Increased+1,734 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	$362K	0.0%	8,754 SH	New
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$1.2M	0.1%Prev: 0.1%	53,059 SH	Increased+3,376 SH
GE AEROSPACE	COM NEW	$431K	0.0%Prev: 0.0%	1,379 SH	Increased+244 SH
GE VERNOVA INC	COM	$340K	0.0%	358 SH	New
GLOBAL X FDS	CYBRSCURTY ETF	$8.5M	0.8%	184,479 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$2.7M	0.3%Prev: 3.1%	59,663 SH	Decreased-577,906 SH
GOLDMAN SACHS ETF TR	NASDA 100 ETF	$425K	0.0%	7,326 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$1.2M	0.1%	21,749 SH	New
HOME DEPOT INC	COM	$6.2M	0.6%Prev: 0.6%	21,838 SH	Increased+9,196 SH
HUNTINGTON INGALLS INDS INC	COM	$6.1M	0.6%	22,969 SH	New
IES HOLDINGS INC	COM	$475K	0.0%	1,478 SH	New
ILLUMINA INC	COM	$6.7M	0.7%	24,488 SH	New
INCYTE CORP	COM	$7.7M	0.8%	63,207 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$3.6M	0.4%Prev: 0.3%	42,035 SH	Increased-739 SH
INVESCO EXCH TRADED FD TR II	INTL BUYBACK	$346K	0.0%Prev: 0.0%	5,841 SH	Increased+646 SH
INVESCO EXCH TRADED FD TR II	INTL CORP BD	$341K	0.0%Prev: 0.0%	15,336 SH	Decreased+995 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$37.4M	3.7%Prev: 3.1%	247,018 SH	Increased+27,250 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$15.6M	1.5%Prev: 2.0%	255,416 SH	Decreased-51,802 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$825K	0.1%Prev: 1.4%	5,619 SH	Decreased-84,078 SH
INVESCO MUN OPPORTUNIT TR	COM	$243K	0.0%	29,145 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$226K	0.0%Prev: 0.0%	39,480 SH	Decreased+120 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.2%Prev: 0.3%	2,923 SH	Decreased-1,174 SH
ISHARES INC	CORE MSCI EMKT	$9.5M	0.9%Prev: 0.9%	116,932 SH	Increased+6,472 SH
ISHARES INC	EURO HIGH YIELD	$345K	0.0%	6,608 SH	New
ISHARES TR	0-3 MTH TREASURY	$327K	0.0%	3,246 SH	New
ISHARES TR	0-5YR HI YL CP	$386K	0.0%	9,355 SH	New
ISHARES TR	10+ YR INVST GRD	$17.6M	1.7%Prev: 2.8%	384,496 SH	Decreased-76,063 SH
ISHARES TR	20 YR TR BD ETF	$25.7M	2.5%Prev: 3.3%	330,227 SH	Decreased+16,067 SH
ISHARES TR	7-10 YR TRSY BD	$3.2M	0.3%Prev: 0.4%	36,078 SH	Increased+3,282 SH
ISHARES TR	BROAD USD HIGH	$22.4M	2.2%	626,335 SH	New
ISHARES TR	CORE DIV GRWTH	$898K	0.1%Prev: 0.1%	11,907 SH	Increased-50 SH
ISHARES TR	CORE INTL AGGR	$393K	0.0%Prev: 0.0%	7,992 SH	Increased+604 SH
ISHARES TR	CORE MSCI EAFE	$292K	0.0%Prev: 0.0%	3,015 SH	Increased+14 SH
ISHARES TR	CORE S&P SCP ETF	$632K	0.1%Prev: 0.1%	4,644 SH	Decreased-1,327 SH
ISHARES TR	CORE S&P US GWT	$948K	0.1%Prev: 0.1%	4,892 SH	Increased-848 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.2%Prev: 0.1%	2,101 SH	Increased+447 SH
ISHARES TR	CUR HD EURZN ETF	$328K	0.0%Prev: 0.9%	6,780 SH	Decreased-174,577 SH
ISHARES TR	ESG MSCI KLD ETF	$290K	0.0%	1,986 SH	New
ISHARES TR	ESG MSCI USA ETF	$212K	0.0%Prev: 0.0%	3,118 SH	Increased-559 SH
ISHARES TR	EXPANDED TECH	$11.4M	1.1%	107,147 SH	New
ISHARES TR	FLTG RATE NT ETF	$4.5M	0.4%Prev: 0.4%	88,899 SH	Increased+14,161 SH
ISHARES TR	IBOXX INV CP ETF	$4.5M	0.4%Prev: 0.8%	44,217 SH	Decreased-17,309 SH
ISHARES TR	INTL TREA BD ETF	$349K	0.0%Prev: 0.7%	8,772 SH	Decreased-129,859 SH
ISHARES TR	MBS ETF	$4.4M	0.4%Prev: 0.5%	49,492 SH	Increased+8,248 SH
ISHARES TR	MSCI ACWI EX US	$293K	0.0%	3,878 SH	New
ISHARES TR	MSCI EAFE ETF	$1.3M	0.1%Prev: 0.1%	12,572 SH	Increased+1,034 SH
ISHARES TR	MSCI EAFE MIN VL	$381K	0.0%Prev: 0.1%	4,180 SH	Decreased-1,557 SH
ISHARES TR	MSCI INTL QUALTY	$328K	0.0%Prev: 0.1%	6,621 SH	Decreased-3,317 SH
ISHARES TR	MSCI US GARP ETF	$29.4M	2.9%	345,059 SH	New
ISHARES TR	MSCI USA MIN ETF	$1.7M	0.2%	17,819 SH	New
ISHARES TR	MSCI USA MMENTM	$1.6M	0.2%Prev: 0.2%	5,004 SH	Increased-685 SH
ISHARES TR	MSCI USA QLT FCT	$1.5M	0.1%Prev: 2.2%	6,637 SH	Decreased-88,657 SH
ISHARES TR	MSCI USA VALUE	$27.4M	2.7%	138,537 SH	New
ISHARES TR	NATIONAL MUN ETF	$4.4M	0.4%Prev: 0.5%	43,626 SH	Increased+7,230 SH
ISHARES TR	PFD AND INCM SEC	$4.7M	0.5%Prev: 3.4%	158,936 SH	Decreased-742,144 SH
ISHARES TR	RUS 1000 GRW ETF	$624K	0.1%Prev: 0.1%	4,985 SH	Increased+3,849 SH
ISHARES TR	RUS 1000 VAL ETF	$275K	0.0%Prev: 0.0%	1,109 SH	Increased+5 SH
ISHARES TR	RUSSELL 2000 ETF	$336K	0.0%Prev: 0.0%	1,209 SH	Decreased-331 SH
ISHARES TR	S&P 500 BUYW ETF	$240K	0.0%	5,285 SH	New
ISHARES TR	S&P 500 GRWT ETF	$591K	0.1%Prev: 0.1%	4,157 SH	Increased-521 SH
ISHARES TR	SELECT DIVID ETF	$482K	0.0%Prev: 0.1%	3,173 SH	Decreased-248 SH
ISHARES TR	U.S. PHARMA ETF	$348K	0.0%	3,461 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$208K	0.0%Prev: 0.1%	4,124 SH	Decreased-7,526 SH
JOHNSON & JOHNSON	COM	$245K	0.0%	925 SH	New
JPMORGAN CHASE & CO	COM	$4.0M	0.4%	12,007 SH	New
KLA CORP	COM NEW	$8.7M	0.9%Prev: 0.7%	44,707 SH	Increased+39,030 SH
LAM RESEARCH CORP	COM NEW	$20.2M	2.0%Prev: 1.6%	61,398 SH	Increased-37,980 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$36.9M	3.7%Prev: 2.4%	885,376 SH	Increased+299,366 SH
LEIDOS HOLDINGS INC	COM	$263K	0.0%Prev: 0.7%	2,157 SH	Decreased-27,310 SH
LIQUIDIA CORPORATION	COM NEW	$3.2M	0.3%	107,389 SH	New
LYFT INC	CL A COM	$6.2M	0.6%	414,655 SH	New
MCKESSON CORP	COM	$313K	0.0%Prev: 0.6%	367 SH	Decreased-5,808 SH
MERCK & CO INC	COM	$7.9M	0.8%Prev: 0.6%	54,318 SH	Increased-2,901 SH
META PLATFORMS INC	CL A	$826K	0.1%Prev: 0.6%	1,139 SH	Decreased-6,006 SH
MICROSOFT CORP	COM	$10.1M	1.0%Prev: 1.0%	19,681 SH	Increased+3,909 SH
MOTOROLA SOLUTIONS INC	COM NEW	$7.3M	0.7%Prev: 0.6%	16,275 SH	Increased+5,543 SH
MUELLER INDS INC	COM	$306K	0.0%Prev: 0.0%	5,053 SH	Increased+2,332 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$712K	0.1%	14,313 SH	New
NETAPP INC	COM	$8.0M	0.8%	37,957 SH	New
NETFLIX INC.	COM	$419K	0.0%	6,026 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$118K	0.0%Prev: 0.0%	11,889 SH	Decreased-1,576 SH
NVIDIA CORPORATION	COM	$8.7M	0.9%Prev: 0.7%	38,063 SH	Increased+5,535 SH
OLD REP INTL CORP	COM	$3.2M	0.3%Prev: 0.3%	86,825 SH	Increased+26,283 SH
PACER FDS TR	SWAN SOS MOD JAN	$1.6M	0.2%Prev: 0.1%	46,716 SH	Increased+32,411 SH
PAGAYA TECHNOLOGIES LTD	CL A NEW	$4.4M	0.4%	256,154 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$911K	0.1%Prev: 0.8%	4,871 SH	Decreased-30,743 SH
PGIM ETF TR	AAA CLO ETF	$29.6M	2.9%Prev: 0.1%	576,138 SH	Increased+557,050 SH
PINTEREST INC	CL A	$4.9M	0.5%	259,441 SH	New
POPULAR INC	COM NEW	$6.5M	0.6%	41,514 SH	New
QUALCOMM INC	COM	$6.4M	0.6%Prev: 0.6%	35,045 SH	Increased+6,429 SH
REGENERON PHARMACEUTICALS	COM	$6.5M	0.6%Prev: 0.5%	8,617 SH	Increased+1,339 SH
RICHARDSON ELECTRS LTD	COM	$177K	0.0%Prev: 0.0%	10,000 SH	Increased
RINGCENTRAL INC	CL A	$430K	0.0%	5,750 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$20.8M	2.1%	387,160 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$285K	0.0%	11,932 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$232K	0.0%	7,118 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$228K	0.0%Prev: 0.0%	6,336 SH	Decreased-1,557 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$9.2M	0.9%Prev: 0.7%	9,937 SH	Increased-16,421 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$13.1M	1.3%	66,724 SH	New
SHELL PLC	SPON ADS	$242K	0.0%	2,549 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$11.4M	1.1%Prev: 1.4%	566,973 SH	Decreased+52,121 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$569K	0.1%Prev: 0.1%	19,732 SH	Decreased-10,871 SH
SPDR GOLD TR	GOLD SHS	$412K	0.0%Prev: 0.0%	1,081 SH	Increased+188 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$684K	0.1%	29,161 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$1.2M	0.1%	11,566 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$282K	0.0%	2,294 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$271K	0.0%	3,907 SH	New
STANLEY BLACK & DECKER INC	COM	$7.4M	0.7%Prev: 0.6%	83,399 SH	Increased+19,150 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.9M	0.5%	6,470 SH	New
T ROWE PRICE EXCHANGE-TRADED	FLOATING RATE	$19.4M	1.9%	383,452 SH	New
TARGA RES CORP	COM	$690K	0.1%Prev: 0.0%	2,552 SH	Increased+56 SH
TERADYNE INC	COM	$6.7M	0.7%	16,658 SH	New
TESLA INC	COM	$991K	0.1%Prev: 0.1%	2,794 SH	Decreased+85 SH
TEXAS INSTRS INC	COM	$200K	0.0%Prev: 0.0%	714 SH	Decreased-671 SH
TIDAL TRUST I	UNLIMITED HFGM	$12.2M	1.2%Prev: 0.1%	388,918 SH	Increased+368,041 SH
TJX COS INC NEW	COM	$610K	0.1%Prev: 0.1%	4,608 SH	Decreased-1,134 SH
TRAVERE THERAPEUTICS INC	COM	$5.7M	0.6%	96,677 SH	New
ULTRA CLEAN HLDGS INC	COM	$4.2M	0.4%	51,199 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.5M	0.4%Prev: 0.5%	93,720 SH	Increased+14,698 SH
VANECK ETF TRUST	IG FLOA RATE ETF	$29.1M	2.9%	1,138,827 SH	New
VANECK ETF TRUST	JP MRGAN EM LOC	$347K	0.0%	13,963 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$475K	0.0%Prev: 0.0%	781 SH	Increased-151 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$326K	0.0%	1,408 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$204K	0.0%	2,260 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$372K	0.0%	994 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$794K	0.1%Prev: 0.1%	1,133 SH	Increased+24 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$22.9M	2.3%	309,237 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.1M	0.4%Prev: 0.4%	86,913 SH	Increased+14,734 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$30.5M	3.0%Prev: 3.6%	445,844 SH	Increased+54,918 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$17.7M	1.7%	397,559 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$247K	0.0%Prev: 0.0%	3,499 SH	Decreased-1,265 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$380K	0.0%Prev: 1.5%	2,450 SH	Decreased-87,342 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$513K	0.1%Prev: 0.1%	5,438 SH	Decreased-1,638 SH
VISA INC	COM CL A	$810K	0.1%Prev: 0.1%	2,253 SH	Increased+378 SH
VSE CORP	COM	$4.3M	0.4%	26,100 SH	New
WALMART INC	COM	$233K	0.0%Prev: 0.2%	2,243 SH	Decreased-16,667 SH
WEC ENERGY GROUP INC	COM	$329K	0.0%Prev: 0.1%	3,267 SH	Decreased-450 SH
WISDOMTREE TR	FLOATNG RAT TREA	$263K	0.0%	5,210 SH	New
WISDOMTREE TR	INFLA PLUS FD	$836K	0.1%	22,573 SH	New
WISDOMTREE TR	INTK MLTIFACTR	$340K	0.0%Prev: 0.0%	10,258 SH	Increased+2,653 SH
WISDOMTREE TR	US EFFIC CORE FD	$2.3M	0.2%	38,901 SH	New
WW GRAINGER INC	COM	$6.7M	0.7%	5,396 SH	New
ZIFF DAVIS INC	COM	$5.8M	0.6%	102,570 SH	New

Sold (vs prior filing)

ABBOTT LABS — $4.9M
ACCENTURE PLC IRELAND — $3.6M
ARCH CAP GROUP LTD — $306K
AUTOMATIC DATA PROCESSING IN — $5.1M
BANK AMERICA CORP — $271K
BLACKROCK ETF TRUST — $371K
BLACKROCK ETF TRUST II — $254K
BLOCK INC — $4.2M
BOOZ ALLEN HAMILTON HLDG COR — $4.8M
CALAMOS ETF TR — $695K
CHENIERE ENERGY INC — $4.5M
CHEVRON CORP NEW — $34.0M
CINTAS CORP — $4.0M
DIMENSIONAL ETF TRUST — $19.0M
DYNATRACE INC — $3.8M
EXXON MOBIL CORP — $1.8M
FIRST TR EXCHANGE-TRADED FD — $395K
GODADDY INC — $3.5M
GRAINGER W W INC — $4.7M
HARTFORD INSURANCE GROUP INC — $2.4M
… and 42 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 2, 2026	Q4 2025	13F-HR	0001749914-26-000001	$872.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001749914-26-000006	$1.01B	View
Oct 6, 2025