Covestor Ltd Portfolio Stock Holdings

Covestor Ltd disclosed 2835 stock positions valued at approximately $144,341 in its latest SEC 13F filing. The largest holdings include VANGUARD FTSE DEVELOPED ETF, VANGUARD TOTAL STOCK MKT ETF, and NVIDIA CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
2835
Portfolio Value
$144.3K
Holdings by Sector
Covestor Ltd Portfolio Holdings in Q1 2026

2674 holdings in the latest reporting period.

Page 1 of 27
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD FTSE DEVELOPED ETFVEAOther2.29%51,569+845+1.67%$3,305
VANGUARD TOTAL STOCK MKT ETFVTIOther2.16%9,715+359+3.84%$3,117
NVIDIA CORPNVDATechnology1.59%13,155-1,696-11.42%$2,294
VANGUARD FTSE EMERGING MARKEVWOOther1.54%41,207+1,477+3.72%$2,227
TERAWULF INCWULFFinancial Services1.34%133,707-30,346-18.50%$1,929
SS SPDR BB 1-3M T-BILL ETFBILOther1.18%18,521+16,967+1091.83%$1,697
VANGUARD HIGH DVD YIELD ETFVYMOther1.17%11,394+294+2.65%$1,688
METALLUS INCMTUSBasic Materials1.17%103,260+103,255+2065100.00%$1,687
ST JOE CO/THEJOEReal Estate1.03%23,730-1,707-6.71%$1,491
RYERSON HOLDING CORPRYIIndustrials0.99%63,592+63,247+18332.46%$1,429
FREQUENCY ELECTRONICS INCFEIMTechnology0.97%31,763+31,763+100.00%$1,406
ONDAS INCONDSTechnology0.86%136,948+80,722+143.57%$1,238
ALPHABET INC-CL AGOOGLCommunication Services0.84%4,203-656-13.50%$1,209
APPLE INCAAPLTechnology0.78%4,451-1,890-29.81%$1,130
CLEANSPARK INCCLSKFinancial Services0.77%131,041+131,028+1007907.69%$1,115
CORE SCIENTIFIC INCCORZTechnology0.75%72,834+7,213+10.99%$1,089
META PLATFORMS INC-CLASS AMETACommunication Services0.70%1,770+73+4.30%$1,013
MICROSOFT CORPMSFTTechnology0.69%2,677-898-25.12%$991
OSHKOSH CORPOSKIndustrials0.67%6,561-423-6.06%$965
DIREXION DAILY S&P 500 BULLSPXLOther0.66%5,138-251-4.66%$950
BERKSHIRE HATHAWAY INC-CL BBRK-BFinancial Services0.64%1,932+595+44.50%$926
PALLADYNE AI CORPPDYNTechnology0.63%150,460+23,115+18.15%$913
VANGUARD TOTAL BOND MARKETBNDOther0.63%12,274+385+3.24%$904
ALPHABET INC-CL CGOOGCommunication Services0.56%2,833-296-9.46%$813
ECHOSTAR CORP-ASATSTechnology0.55%6,826-5,857-46.18%$799
NEBIUS GROUP NVNBISOther0.55%7,608-3,463-31.28%$789
RED CAT HOLDINGS INCRCATTechnology0.53%58,384+58,384+100.00%$764
AMAZON.COM INCAMZNConsumer Cyclical0.51%3,507-1,424-28.88%$730
HUT 8 CORPHUTFinancial Services0.50%15,342-5,985-28.06%$720
DEERE & CODEIndustrials0.48%1,225-104-7.83%$691
ENVIRI CORPNVRIIndustrials0.47%34,606+7+0.02%$679
FASTENAL COFASTIndustrials0.46%14,270+10,902+323.69%$662
CF INDUSTRIES HOLDINGS INCCFBasic Materials0.46%5,093-141-2.69%$661
CANADIAN NATURAL RESOURCESCNQEnergy0.43%12,727--$620
MSC INDUSTRIAL DIRECT CO-AMSMIndustrials0.43%6,706+5,377+404.59%$619
BROADCOM INCAVGOTechnology0.42%1,957-369-15.86%$606
ISHARES 1-3 YEAR TREASURY BOSHYOther0.42%7,283+5,296+266.53%$601
VISTANCE NETWORKS INCCOMMTechnology0.41%32,897-466-1.40%$599
ASBURY AUTOMOTIVE GROUPABGConsumer Cyclical0.38%2,789-20-0.71%$545
KRATOS DEFENSE & SECURITYKTOSIndustrials0.37%7,636+7,317+2293.73%$539
ISHARES NATIONAL MUNI BOND EMUBOther0.37%5,004+122+2.50%$531
SCHWAB U.S. TIPS ETFSCHPOther0.36%19,288+266+1.40%$513
KENNAMETAL INCKMTIndustrials0.35%13,800+9,308+207.21%$499
ISHARES BROAD USD HIGH YIELDUSHYOther0.34%13,478+855+6.77%$497
WORKDAY INC-CLASS AWDAYTechnology0.34%3,761+3,504+1363.42%$488
MASTERCARD INC - AMAFinancial Services0.34%970-130-11.82%$485
VANGUARD MID-CAP ETFVOOther0.32%1,632+67+4.28%$469
ELI LILLY & COLLYHealthcare0.32%507+87+20.71%$468
TIMKEN COTKRIndustrials0.32%4,545+2,089+85.06%$457
VANGUARD SMALL-CAP ETFVBOther0.31%1,704+60+3.65%$447
NEXTDOOR HOLDINGS INCKINDCommunication Services0.31%315,764+191,026+153.14%$442
SPHERE ENTERTAINMENT COSPHRCommunication Services0.30%3,749-1,116-22.94%$440
CIPHER DIGITAL INCCIFRFinancial Services0.30%34,225+34,186+87656.41%$440
VANGUARD REAL ESTATE ETFVNQOther0.29%4,758+183+4.00%$422
KYNDRYL HOLDINGS INCKDTechnology0.29%32,043-1,776-5.25%$420
SPDR GOLD SHARESGLDOther0.29%961+377+64.55%$414
VANGUARD ENERGY ETFVDEOther0.28%2,363+62+2.69%$409
TEJON RANCH COTRCIndustrials0.28%21,438+39+0.18%$404
PORCH GROUP INCPRCHTechnology0.27%55,040+18,117+49.07%$395
ENERGY VAULT HOLDINGS INCNRGVUtilities0.27%118,592+69,265+140.42%$391
WESTERN DIGITAL CORPWDCTechnology0.26%1,403-58-3.97%$379
AEROVIRONMENT INCAVAVIndustrials0.25%1,982+1,912+2731.43%$363
ADVANCE AUTO PARTS INCAAPConsumer Cyclical0.25%6,800+53+0.79%$359
SLB LTDSLBEnergy0.24%6,774+4,799+242.99%$348
PALANTIR TECHNOLOGIES INC-APLTRTechnology0.24%2,362+1,353+134.09%$345
INTEL CORPINTCTechnology0.24%7,746-1,005-11.48%$342
ANTERIX INCATEXCommunication Services0.23%8,507-3,524-29.29%$325
TRIPADVISOR INCTRIPConsumer Cyclical0.21%29,025+24,265+509.77%$309
VISTRA CORPVSTUtilities0.21%2,053-15-0.73%$309
YEXT INCYEXTTechnology0.21%78,109-3,968-4.83%$300
RAYONIER ADVANCED MATERIALSRYAMBasic Materials0.20%26,442+14,031+113.05%$293
ENTERPRISE PRODUCTS PARTNERSEPDEnergy0.20%7,608+413+5.74%$289
SS ENERGY SELECT SECTORXLEOther0.20%4,662-226-4.62%$286
CAL-MAINE FOODS INCCALMConsumer Defensive0.20%3,610-2,015-35.82%$286
REVOLUTION MEDICINES INCRVMDHealthcare0.19%2,840+2,581+996.53%$276
TELEPHONE AND DATA SYSTEMSTDSCommunication Services0.19%6,417-11-0.17%$270
SPDR BLOOMBERG INT TREASURYBWXOther0.19%12,206+971+8.64%$268
ISHARES CORE MSCI EAFE ETFIEFAOther0.18%2,949+80+2.79%$267
CARPENTER TECHNOLOGYCRSIndustrials0.18%671-2,821-80.78%$265
TESLA INCTSLAConsumer Cyclical0.18%712-69-8.83%$264
GREEN BRICK PARTNERS INCGRBKConsumer Cyclical0.18%3,959+576+17.03%$255
UNITEDHEALTH GROUP INCUNHHealthcare0.18%938-407-30.26%$254
TEXAS PACIFIC LAND CORPTPLEnergy0.18%534-138-20.54%$253
JPMORGAN CHASE & COJPMFinancial Services0.17%840-286-25.40%$247
AT&T INCTCommunication Services0.17%8,470-3,837-31.18%$246
EXXON MOBIL CORPXOMEnergy0.17%1,445-489-25.28%$245
CNX RESOURCES CORPCNXEnergy0.17%6,284+5,952+1792.77%$242
ISHARES INTERNATIONAL TREASUIGOVOther0.16%5,761+114+2.02%$237
FIDELITY NATIONAL INFO SERVFISTechnology0.16%5,059+666+15.16%$237
JOHNSON & JOHNSONJNJHealthcare0.16%924-550-37.31%$226
AMKOR TECHNOLOGY INCAMKRTechnology0.16%4,996-2,862-36.42%$225
MOLINA HEALTHCARE INCMOHHealthcare0.15%1,660+718+76.22%$221
LITHIA MOTORS INCLADConsumer Cyclical0.15%879+845+2485.29%$219
MERCK & CO INCMRKHealthcare0.15%1,813-2,010-52.58%$218
DOMO INC - CLASS BDOMOTechnology0.15%69,382+69,365+408029.41%$212
PRIORITY TECHNOLOGY HOLDINGSPRTHTechnology0.15%44,408-32-0.07%$210
SM ENERGY COSMEnergy0.15%6,750-1,214-15.24%$210
SPROTT INCSIIFinancial Services0.14%1,459-204-12.27%$208
NATURAL RESOURCE PARTNERS LPNRPEnergy0.14%1,710+4+0.23%$207
CATALYST PHARMACEUTICALS INCCPRXHealthcare0.14%8,219-8,447-50.68%$204
Covestor Ltd Options Holdings in Q1 2026

17 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026CORZCore Scientific, Inc.CALL425$1
Q1 2026OXYOccidental Petroleum CorporatioCALL33$1
Q1 2026WULFTeraWulf Inc.CALL424$1
Q1 2026AURAurora Innovation, Inc.CALL2,457
Q1 2026BHRBraemar Hotels & Resorts Inc.CALL21
Q1 2026BWABorgWarner Inc.CALL43
Q1 2026CLSKCleanSpark, Inc.CALL1,437
Q1 2026G4124C109GrabCALL1
Q1 2026GLXYGalaxy DigitalCALL43
Q1 2026GMEGameStop CorporationCALL23
Q1 2026HUTHut 8 Corp.CALL22
Q1 2026MSTRMicroStrategy IncorporatedCALL11
Q1 2026NBISNebius GroupCALL26
Q1 2026QQQInvesco QQQ Trust, Series 1PUT17
Q1 2026SATSEchoStar CorporationCALL17
Q1 2026SPYSPDR S&P 500PUT50
Q1 2026XRXXerox Holdings CorporationCALL1,649

Notional value represents the total exposure of the options position.