Managed by Worthpointe, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $73.1M | 2.13M | 0.00% | — |
| 2 | ? N/A — | $72.1M | 2.08M | 0.00% | — |
| 3 | ? N/A — | $70.8M | 2.22M | 0.00% | — |
| 4 | ? N/A — | $69.7M | 2.16M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $68.2M |
| 1.72M |
| 0.00% |
| — |
| 6 | ? N/A — | $67.3M | 1.74M | 0.00% | — |
| 7 | ? N/A — | $65M | 2.22M | 0.00% | — |
| 8 | ? N/A — | $63.3M | 1.77M | 0.00% | — |
| 9 | ? N/A — | $58M | 2.13M | 0.00% | — |
| 10 | ? N/A — | $57.6M | 2.20M | 0.00% | — |
| 11 | ? N/A — | $57.5M | 1.74M | 0.00% | — |
| 12 | ? N/A — | $53.3M | 2.09M | 0.00% | — |
| 13 | ? N/A — | $30.1M | 269.3K | 0.00% | — |
| 14 | ? N/A — | $28.6M | 263.5K | 0.00% | — |
| 15 | ? N/A — | $26.3M | 565.2K | 0.00% | — |
| 16 | ? N/A — | $25.9M | 257.1K | 0.00% | — |
| 17 | ? N/A — | $25.5M | 263.0K | 0.00% | — |
| 18 | ? N/A — | $24.4M | 585.1K | 0.00% | — |
| 19 | ? N/A — | $24.1M | 589.0K | 0.00% | — |
| 20 | ? N/A — | $24M | 260.0K | 0.00% | — |