Portfolio Design Labs
Latest statistics and disclosures from Portfolio Design Labs's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, NVDA, AAPL, GOOG, TFLO, and represent 22.86% of Portfolio Design Labs's stock portfolio.
- Added to shares of these 10 stocks: TIP (+$19M), SHYG (+$6.1M), CAT (+$5.3M), TSM (+$5.1M), TFLO, INTC, GEV, MU, GLW, UNH.
- Started 12 new stock positions in LNG, LITE, COHR, FFIV, FTNT, TIP, MRVL, SHYG, HONA, NXPI. ABNB, HON.
- Reduced shares in these 10 stocks: , IEI (-$11M), MSFT (-$6.3M), MEAR (-$5.6M), USMV, BRK.B, AAPL, META, AMZN, MA.
- Sold out of its positions in DASH, FRT, FISV, Hologic, Honeywell International, IEI, STIP, MEAR, KKR, LEN. LOW, PTC, PAYX, RMD, ROL, TYL, APTV.
- Portfolio Design Labs was a net buyer of stock by $4.2M.
- Portfolio Design Labs has $610M in assets under management (AUM), dropping by 8.48%.
- Central Index Key (CIK): 0002010278
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Portfolio Holdings for Portfolio Design Labs
Portfolio Design Labs holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 5.8 | $35M | 96k | 368.38 |
|
|
| NVIDIA Corporation (NVDA) | 5.3 | $32M | -4% | 161k | 200.09 |
|
| Apple (AAPL) | 4.2 | $26M | -11% | 89k | 289.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $24M | -7% | 67k | 353.33 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.6 | $22M | +29% | 438k | 50.63 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.1 | $19M | NEW | 173k | 109.43 |
|
| Microsoft Corporation (MSFT) | 3.1 | $19M | -25% | 50k | 373.02 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.0 | $19M | +9% | 226k | 82.11 |
|
| Amazon (AMZN) | 2.7 | $16M | -13% | 69k | 238.34 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.4 | $15M | -2% | 170k | 87.71 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 2.4 | $15M | -2% | 220k | 67.38 |
|
| Broadcom (AVGO) | 2.2 | $14M | -7% | 36k | 377.75 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $12M | +10% | 9.7k | 1199.44 |
|
| Micron Technology (MU) | 1.7 | $10M | +60% | 8.8k | 1154.29 |
|
| Meta Platforms Cl A (META) | 1.6 | $9.6M | -25% | 17k | 563.29 |
|
| Advanced Micro Devices (AMD) | 1.5 | $9.2M | +27% | 16k | 580.91 |
|
| Ge Vernova (GEV) | 1.2 | $7.3M | +127% | 6.2k | 1174.86 |
|
| Caterpillar (CAT) | 1.2 | $7.2M | +283% | 6.8k | 1064.91 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $6.9M | +286% | 14k | 477.57 |
|
| Johnson & Johnson (JNJ) | 1.1 | $6.7M | -3% | 26k | 253.97 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $6.4M | +5% | 47k | 136.72 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $6.1M | -13% | 19k | 327.32 |
|
| Visa Com Cl A (V) | 1.0 | $6.1M | -10% | 18k | 343.09 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.0 | $6.1M | NEW | 144k | 42.41 |
|
| UnitedHealth (UNH) | 1.0 | $5.9M | +101% | 14k | 415.62 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $5.9M | +41% | 31k | 189.73 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $5.5M | +26% | 7.2k | 763.14 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.9 | $5.4M | -44% | 56k | 96.46 |
|
| Intel Corporation (INTC) | 0.9 | $5.4M | +644% | 39k | 139.63 |
|
| TJX Companies (TJX) | 0.8 | $5.1M | +2% | 33k | 151.50 |
|
| Welltower Inc Com reit (WELL) | 0.8 | $4.7M | 21k | 226.97 |
|
|
| Applied Materials (AMAT) | 0.7 | $4.4M | -2% | 6.1k | 723.01 |
|
| Palo Alto Networks (PANW) | 0.7 | $4.3M | +49% | 13k | 341.02 |
|
| Chevron Corporation (CVX) | 0.7 | $4.2M | +5% | 26k | 165.76 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $4.1M | -5% | 9.6k | 433.34 |
|
| Philip Morris International (PM) | 0.7 | $4.1M | 23k | 180.91 |
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| Procter & Gamble Company (PG) | 0.7 | $4.0M | 27k | 146.64 |
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| Corning Incorporated (GLW) | 0.6 | $3.6M | +745% | 14k | 255.43 |
|
| Netflix (NFLX) | 0.6 | $3.6M | -9% | 50k | 71.40 |
|
| Qualcomm (QCOM) | 0.6 | $3.5M | +85% | 19k | 184.79 |
|
| Ge Aerospace Com New (GE) | 0.6 | $3.4M | +2% | 9.2k | 373.73 |
|
| Cisco Systems (CSCO) | 0.5 | $3.3M | -5% | 29k | 117.46 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $2.9M | +2% | 17k | 176.32 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.9M | -5% | 25k | 113.26 |
|
| Abbvie (ABBV) | 0.5 | $2.9M | +2% | 11k | 251.63 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.8M | 50k | 56.98 |
|
|
| Linde SHS (LIN) | 0.5 | $2.8M | 5.3k | 518.97 |
|
|
| Ross Stores (ROST) | 0.4 | $2.7M | 13k | 212.85 |
|
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| Coca-Cola Company (KO) | 0.4 | $2.7M | 33k | 81.27 |
|
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| Ametek (AME) | 0.4 | $2.6M | 11k | 241.94 |
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| PPL Corporation (PPL) | 0.4 | $2.6M | +8% | 71k | 36.35 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.6M | -7% | 2.7k | 935.48 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.5M | 5.8k | 426.13 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $2.4M | +49% | 21k | 116.67 |
|
| Wells Fargo & Company (WFC) | 0.4 | $2.4M | +5% | 29k | 82.64 |
|
| Goldman Sachs (GS) | 0.4 | $2.4M | +27% | 2.3k | 1011.43 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $2.3M | NEW | 9.4k | 239.01 |
|
| Howmet Aerospace (HWM) | 0.4 | $2.2M | +42% | 8.3k | 268.86 |
|
| Marvell Technology (MRVL) | 0.4 | $2.2M | NEW | 7.5k | 297.89 |
|
| Boeing Company (BA) | 0.4 | $2.2M | +93% | 10k | 216.47 |
|
| Home Depot (HD) | 0.4 | $2.2M | +10% | 6.2k | 352.70 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.1M | +19% | 23k | 90.74 |
|
| Merck & Co (MRK) | 0.3 | $2.1M | +2% | 16k | 128.50 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.1M | -5% | 14k | 146.55 |
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| Packaging Corporation of America (PKG) | 0.3 | $2.0M | 8.3k | 238.28 |
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| McKesson Corporation (MCK) | 0.3 | $2.0M | +5% | 2.6k | 755.60 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.9M | +679% | 18k | 106.47 |
|
| Analog Devices (ADI) | 0.3 | $1.9M | -9% | 4.7k | 397.19 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.7M | +3% | 98k | 17.73 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $1.7M | +2% | 10k | 169.88 |
|
| At&t (T) | 0.3 | $1.7M | +5% | 82k | 20.70 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.7M | -32% | 9.9k | 167.74 |
|
| International Business Machines (IBM) | 0.3 | $1.7M | +11% | 5.9k | 281.23 |
|
| salesforce (CRM) | 0.3 | $1.7M | +10% | 11k | 156.66 |
|
| Prologis (PLD) | 0.3 | $1.6M | 12k | 135.47 |
|
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| Capital One Financial (COF) | 0.3 | $1.6M | +6% | 8.1k | 200.63 |
|
| Automatic Data Processing (ADP) | 0.3 | $1.6M | -17% | 7.2k | 223.95 |
|
| Citigroup Com New (C) | 0.3 | $1.6M | 11k | 139.96 |
|
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| Fastenal Company (FAST) | 0.3 | $1.5M | +8% | 32k | 48.03 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.5M | +9% | 5.7k | 270.30 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.5M | +5% | 3.0k | 501.36 |
|
| EOG Resources (EOG) | 0.2 | $1.5M | +8% | 12k | 129.73 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | -22% | 5.0k | 298.09 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.5M | +9% | 16k | 92.27 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $1.5M | -2% | 19k | 78.82 |
|
| ConocoPhillips (COP) | 0.2 | $1.4M | +10% | 14k | 103.96 |
|
| Pepsi (PEP) | 0.2 | $1.4M | +2% | 10k | 135.40 |
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| CMS Energy Corporation (CMS) | 0.2 | $1.4M | +7% | 18k | 76.50 |
|
| American Express Company (AXP) | 0.2 | $1.4M | +2% | 4.1k | 338.26 |
|
| Martin Marietta Materials (MLM) | 0.2 | $1.4M | +2% | 2.4k | 576.71 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.4M | +14% | 5.9k | 229.58 |
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| Walt Disney Company (DIS) | 0.2 | $1.4M | 14k | 96.25 |
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| Stryker Corporation (SYK) | 0.2 | $1.3M | +18% | 4.3k | 314.85 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $1.3M | 12k | 107.50 |
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| Danaher Corporation (DHR) | 0.2 | $1.3M | +16% | 6.8k | 190.48 |
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| Gilead Sciences (GILD) | 0.2 | $1.3M | +3% | 10k | 126.34 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $1.2M | 5.7k | 216.61 |
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| Pfizer (PFE) | 0.2 | $1.2M | +7% | 50k | 24.08 |
|
| Amgen (AMGN) | 0.2 | $1.2M | +7% | 3.3k | 362.16 |
|
| Trane Technologies SHS (TT) | 0.2 | $1.2M | 2.4k | 491.18 |
|
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| Expeditors International of Washington (EXPD) | 0.2 | $1.2M | -2% | 7.3k | 162.99 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.2M | -4% | 5.7k | 209.06 |
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| Assurant (AIZ) | 0.2 | $1.2M | 4.4k | 268.55 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $1.2M | +46% | 21k | 57.64 |
|
| Cintas Corporation (CTAS) | 0.2 | $1.2M | +16% | 6.9k | 170.08 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.2M | +3% | 1.2k | 978.15 |
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| Vistra Energy (VST) | 0.2 | $1.2M | 7.3k | 158.63 |
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| Republic Services (RSG) | 0.2 | $1.2M | -4% | 5.5k | 213.08 |
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| Wec Energy Group (WEC) | 0.2 | $1.1M | +8% | 9.7k | 116.77 |
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| Uber Technologies (UBER) | 0.2 | $1.1M | +6% | 16k | 72.16 |
|
| S&p Global (SPGI) | 0.2 | $1.1M | +3% | 2.7k | 407.27 |
|
| Ingersoll Rand (IR) | 0.2 | $1.1M | +21% | 13k | 81.99 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $1.1M | +12% | 23k | 48.57 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | 9.2k | 117.67 |
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| Deere & Company (DE) | 0.2 | $1.1M | 1.7k | 634.36 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | -6% | 10k | 102.19 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.1M | +3% | 12k | 91.68 |
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| Pinnacle West Capital Corporation (PNW) | 0.2 | $1.1M | +7% | 9.9k | 107.00 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.0M | +6% | 5.1k | 205.02 |
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| Constellation Brands Cl A (STZ) | 0.2 | $1.0M | +14% | 7.3k | 139.10 |
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| Nike CL B (NKE) | 0.2 | $1.0M | +37% | 25k | 41.05 |
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| Nextera Energy (NEE) | 0.2 | $1.0M | 12k | 87.77 |
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| Roper Industries (ROP) | 0.2 | $1.0M | +20% | 3.0k | 338.39 |
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| Cme (CME) | 0.2 | $994k | 4.5k | 220.83 |
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| Quanta Services (PWR) | 0.2 | $992k | 1.4k | 720.04 |
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| Air Products & Chemicals (APD) | 0.2 | $987k | 3.4k | 293.20 |
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| Church & Dwight (CHD) | 0.2 | $984k | 10k | 96.88 |
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| AmerisourceBergen (COR) | 0.2 | $977k | 3.5k | 282.98 |
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| American Tower Reit (AMT) | 0.2 | $938k | +7% | 5.7k | 163.56 |
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| Synopsys (SNPS) | 0.2 | $930k | -5% | 2.1k | 446.07 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $884k | 2.5k | 354.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $875k | +15% | 7.0k | 124.45 |
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| Coherent Corp (COHR) | 0.1 | $853k | NEW | 2.2k | 394.47 |
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| NetApp (NTAP) | 0.1 | $839k | +8% | 5.4k | 154.76 |
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| Darden Restaurants (DRI) | 0.1 | $816k | -2% | 4.0k | 206.01 |
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| SEI Investments Company (SEIC) | 0.1 | $811k | -21% | 9.2k | 87.71 |
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| Kla Corp Com New (KLAC) | 0.1 | $727k | +864% | 2.4k | 301.71 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $720k | 7.9k | 91.64 |
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| Fox Corp Cl B Com (FOX) | 0.1 | $713k | -7% | 15k | 46.84 |
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| Bristol Myers Squibb (BMY) | 0.1 | $708k | 12k | 57.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $702k | -85% | 1.4k | 500.39 |
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| Cardinal Health (CAH) | 0.1 | $690k | 2.9k | 237.56 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $628k | 4.3k | 144.61 |
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| Citizens Financial (CFG) | 0.1 | $615k | -66% | 8.8k | 70.07 |
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| Atmos Energy Corporation (ATO) | 0.1 | $600k | 3.5k | 172.27 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $592k | 1.2k | 496.73 |
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| Rockwell Automation (ROK) | 0.1 | $590k | 1.2k | 495.08 |
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| O'reilly Automotive (ORLY) | 0.1 | $588k | 6.4k | 92.09 |
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| Monster Beverage Corp (MNST) | 0.1 | $573k | 6.0k | 96.12 |
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| Ford Motor Company (F) | 0.1 | $564k | -72% | 41k | 13.90 |
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| Lumentum Hldgs (LITE) | 0.1 | $561k | NEW | 654.00 | 858.06 |
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| Kroger (KR) | 0.1 | $554k | +13% | 10k | 55.53 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $535k | -60% | 1.3k | 397.68 |
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| Intercontinental Exchange (ICE) | 0.1 | $521k | -4% | 4.2k | 123.11 |
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| PNC Financial Services (PNC) | 0.1 | $509k | 2.1k | 246.22 |
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| Honeywell International (HON) | 0.1 | $508k | NEW | 2.3k | 223.85 |
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| Hubbell (HUBB) | 0.1 | $508k | 971.00 | 523.20 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $500k | 251.00 | 1991.98 |
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| Sempra Energy (SRE) | 0.1 | $500k | 5.4k | 92.71 |
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| M&T Bank Corporation (MTB) | 0.1 | $497k | 2.1k | 238.01 |
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| L3harris Technologies (LHX) | 0.1 | $497k | 1.7k | 290.59 |
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| Electronic Arts (EA) | 0.1 | $487k | 2.4k | 205.04 |
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| Ventas (VTR) | 0.1 | $483k | 5.4k | 88.80 |
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| Honeywell Aerospace (HONA) | 0.1 | $481k | NEW | 2.2k | 221.08 |
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| Servicenow (NOW) | 0.1 | $460k | -64% | 4.6k | 99.28 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $460k | -41% | 12k | 38.73 |
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| PG&E Corporation (PCG) | 0.1 | $455k | 27k | 16.82 |
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| Vulcan Materials Company (VMC) | 0.1 | $451k | 1.5k | 295.01 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $448k | 8.1k | 55.50 |
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| Key (KEY) | 0.1 | $426k | 19k | 23.05 |
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| Cigna Corp (CI) | 0.1 | $425k | 1.5k | 275.68 |
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| Waste Management (WM) | 0.1 | $422k | 1.9k | 222.88 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $398k | 3.1k | 126.58 |
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| Verizon Communications (VZ) | 0.1 | $393k | 9.3k | 42.34 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $377k | 565.00 | 666.90 |
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| American Electric Power Company (AEP) | 0.1 | $372k | 2.7k | 136.81 |
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| Fortinet (FTNT) | 0.1 | $365k | NEW | 2.4k | 153.62 |
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| General Mills (GIS) | 0.1 | $353k | -76% | 10k | 34.80 |
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| Teradyne (TER) | 0.1 | $346k | 715.00 | 483.84 |
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| Boston Scientific Corporation (BSX) | 0.1 | $342k | -67% | 8.0k | 42.68 |
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| Texas Roadhouse (TXRH) | 0.1 | $328k | -2% | 1.7k | 193.23 |
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| Chubb (CB) | 0.1 | $324k | 951.00 | 340.74 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $319k | 3.8k | 84.60 |
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| Autodesk (ADSK) | 0.1 | $314k | 1.6k | 194.42 |
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| Jabil Circuit (JBL) | 0.1 | $312k | 809.00 | 385.48 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $307k | 1.2k | 249.98 |
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| General Motors Company (GM) | 0.0 | $300k | -77% | 3.9k | 77.08 |
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| eBay (EBAY) | 0.0 | $295k | 2.6k | 111.75 |
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| Delta Air Lines Com New (DAL) | 0.0 | $293k | +2% | 3.1k | 93.66 |
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| Fifth Third Ban (FITB) | 0.0 | $275k | 4.9k | 56.37 |
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| Match Group (MTCH) | 0.0 | $274k | 7.2k | 38.05 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $271k | -89% | 527.00 | 513.60 |
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| Regions Financial Corporation (RF) | 0.0 | $268k | 8.9k | 30.20 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $262k | -79% | 793.00 | 330.46 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $260k | 1.2k | 211.95 |
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| Altria (MO) | 0.0 | $257k | 3.6k | 71.95 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $253k | 2.7k | 95.14 |
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| Marriott Intl Cl A (MAR) | 0.0 | $252k | 681.00 | 370.59 |
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| Intuit (INTU) | 0.0 | $251k | 962.00 | 261.00 |
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| Emcor (EME) | 0.0 | $251k | 302.00 | 829.88 |
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| Lear Corp Com New (LEA) | 0.0 | $251k | 1.9k | 134.06 |
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| CSX Corporation (CSX) | 0.0 | $250k | 5.3k | 47.53 |
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| General Dynamics Corporation (GD) | 0.0 | $250k | 705.00 | 354.24 |
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| Norfolk Southern (NSC) | 0.0 | $248k | 787.00 | 314.59 |
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| Emerson Electric (EMR) | 0.0 | $246k | 1.7k | 143.15 |
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| Synchrony Financial (SYF) | 0.0 | $245k | -4% | 3.2k | 76.05 |
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| Williams Companies (WMB) | 0.0 | $244k | 3.3k | 74.34 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $243k | NEW | 865.00 | 281.03 |
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| Edwards Lifesciences (EW) | 0.0 | $243k | 2.7k | 90.46 |
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| AutoZone (AZO) | 0.0 | $243k | -2% | 76.00 | 3195.95 |
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| Vici Pptys (VICI) | 0.0 | $242k | 9.1k | 26.55 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $240k | 1.5k | 156.72 |
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| Progressive Corporation (PGR) | 0.0 | $238k | -81% | 1.1k | 218.45 |
|
| F5 Networks (FFIV) | 0.0 | $237k | NEW | 569.00 | 415.96 |
|
| Regency Centers Corporation (REG) | 0.0 | $236k | 3.0k | 79.74 |
|
|
| Realty Income (O) | 0.0 | $235k | 3.8k | 61.96 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $234k | 1.8k | 132.52 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $232k | 853.00 | 272.00 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $231k | 1.2k | 189.66 |
|
|
| Blackrock (BLK) | 0.0 | $226k | 235.00 | 961.56 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $222k | -16% | 621.00 | 357.37 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $217k | NEW | 1.5k | 143.10 |
|
| CBOE Holdings (CBOE) | 0.0 | $212k | 875.00 | 242.67 |
|
|
| FirstEnergy (FE) | 0.0 | $212k | 4.5k | 47.54 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $212k | 1.1k | 201.31 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $212k | 3.7k | 57.84 |
|
|
| Kinder Morgan (KMI) | 0.0 | $209k | 6.5k | 31.97 |
|
Past Filings by Portfolio Design Labs
SEC 13F filings are viewable for Portfolio Design Labs going back to 2023
- Portfolio Design Labs 2026 Q2 filed Aug. 11, 2026
- Portfolio Design Labs 2026 Q1 filed May 11, 2026
- Portfolio Design Labs 2025 Q4 filed Feb. 11, 2026
- Portfolio Design Labs 2025 Q3 filed Nov. 12, 2025
- Portfolio Design Labs 2025 Q2 filed Aug. 13, 2025
- Portfolio Design Labs 2025 Q1 filed May 14, 2025
- Portfolio Design Labs 2024 Q4 filed Jan. 29, 2025
- Portfolio Design Labs 2024 Q3 filed Nov. 8, 2024
- Portfolio Design Labs 2024 Q2 filed Aug. 13, 2024
- Portfolio Design Labs 2024 Q1 filed May 14, 2024
- Portfolio Design Labs 2023 Q4 filed Feb. 12, 2024