Managed by Trailhead Planners Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ATI — | $10.9M | 287.1K | 0.00% | — |
| 2 | ? N/A — | $9.7M | 128.3K | 0.00% | — |
| 3 | ? N/A — | $9.2M | 241.5K | 0.00% | — |
| 4 | ? N/A — | $8.2M | 107.7K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
M MDT — |
| $6.3M |
| 61.6K |
| 0.00% |
| — |
| 6 | ? N/A — | $6M | 80.4K | 0.00% | — |
| 7 | I IAU — | $4.1M | 40.6K | 0.00% | — |
| 8 | N | $3.9M | 124.6K | 0.00% | — |
| 9 | ? N/A — | $3.2M | 34.5K | 0.00% | — |
| 10 | ? N/A — | $3.1M | 53.7K | 0.00% | — |
| 11 | ? N/A — | $3.1M | 93.2K | 0.00% | — |
| 12 | ? N/A — | $2.6M | 69.4K | 0.00% | — |
| 13 | ? N/A — | $2.5M | 38.3K | 0.00% | — |
| 14 | A AXP — | $2.5M | 32.3K | 0.00% | — |
| 15 | ? N/A — | $2.2M | 27.2K | 0.00% | — |
| 16 | H | $2.1M | 59.6K | 0.00% | — |
| 17 | I IAU — | $1.9M | 85.1K | 0.00% | — |
| 18 | A AAPL — | $1.9M | 7.0K | 0.00% | — |
| 19 | A AEP — | $1.8M | 15.8K | 0.00% | — |
| 20 | ? N/A — | $1.6M | 87.5K | 0.00% | — |