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, MSFT, GOOG, and represent 25.28% of Portfolio Design Labs's stock portfolio.
- Added to shares of these 10 stocks: SHY, TFLO, IEI, STIP, MSFT, META, ORCL, NOW, BKR, VZ.
- Started 38 new stock positions in AEP, WMB, VMC, ARM, BKR, O, EW, AZN, GD, MAR.
- Reduced shares in these 10 stocks: AAPL, GOOG, GLD, BIL, MU, XOM, LRCX, AMAT, LLY, NVDA.
- Sold out of its positions in ABNB, AVY, CDNS, GBTC, JKHY, ESMV, PSA, TM, TEL.
- Portfolio Design Labs was a net seller of stock by $-27M.
- Portfolio Design Labs has $562M in assets under management (AUM), dropping by -7.28%.
- Central Index Key (CIK): 0002010278
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Portfolio Holdings for Portfolio Design Labs
Portfolio Design Labs holds 232 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 7.4 | $42M | -7% | 97k | 430.29 |
|
| NVIDIA Corporation (NVDA) | 5.2 | $29M | -3% | 168k | 174.40 |
|
| Apple (AAPL) | 4.5 | $26M | -13% | 101k | 253.79 |
|
| Microsoft Corporation (MSFT) | 4.4 | $25M | +7% | 67k | 370.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $21M | -15% | 73k | 286.86 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.1 | $17M | +36% | 339k | 50.63 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.0 | $17M | +39% | 206k | 82.57 |
|
| Amazon (AMZN) | 3.0 | $17M | -6% | 80k | 208.27 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.8 | $16M | 175k | 91.37 |
|
|
| Meta Platforms Cl A (META) | 2.3 | $13M | +4% | 23k | 572.13 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.2 | $13M | +28% | 121k | 103.43 |
|
| Broadcom (AVGO) | 2.2 | $12M | -6% | 39k | 309.51 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 2.1 | $12M | -3% | 227k | 51.88 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $11M | +37% | 92k | 118.60 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.7 | $9.4M | -10% | 101k | 92.74 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $8.1M | -13% | 8.8k | 919.78 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $7.5M | -17% | 44k | 169.66 |
|
| Johnson & Johnson (JNJ) | 1.2 | $6.6M | -9% | 27k | 244.44 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $6.3M | -8% | 21k | 294.17 |
|
| Visa Com Cl A (V) | 1.1 | $6.0M | -8% | 20k | 302.24 |
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 1.0 | $5.6M | 112k | 50.34 |
|
|
| Netflix (NFLX) | 0.9 | $5.3M | +5% | 55k | 96.15 |
|
| TJX Companies (TJX) | 0.9 | $5.2M | -3% | 32k | 159.70 |
|
| Chevron Corporation (CVX) | 0.9 | $5.0M | -15% | 24k | 206.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.6M | -15% | 9.7k | 479.20 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $4.2M | -7% | 22k | 192.90 |
|
| Welltower Inc Com reit (WELL) | 0.7 | $4.1M | -9% | 21k | 197.71 |
|
| Procter & Gamble Company (PG) | 0.7 | $4.0M | -3% | 28k | 144.44 |
|
| Philip Morris International (PM) | 0.7 | $3.8M | -5% | 23k | 165.34 |
|
| Wal-Mart Stores (WMT) | 0.6 | $3.3M | -11% | 27k | 124.28 |
|
| Metropcs Communications (TMUS) | 0.6 | $3.1M | 15k | 210.02 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $3.0M | -7% | 3.0k | 996.44 |
|
| Ross Stores (ROST) | 0.5 | $2.8M | 13k | 216.63 |
|
|
| Linde SHS (LIN) | 0.5 | $2.6M | -4% | 5.2k | 495.79 |
|
| Ge Aerospace Com New (GE) | 0.5 | $2.5M | -16% | 8.9k | 283.77 |
|
| Coca-Cola Company (KO) | 0.4 | $2.5M | -14% | 33k | 76.05 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.5M | -15% | 12k | 203.43 |
|
| PPL Corporation (PPL) | 0.4 | $2.5M | -5% | 66k | 38.20 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.5M | -16% | 5.0k | 499.66 |
|
| Abbvie (ABBV) | 0.4 | $2.4M | -8% | 11k | 217.50 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.4M | -5% | 49k | 48.75 |
|
| Ge Vernova (GEV) | 0.4 | $2.4M | 2.7k | 872.90 |
|
|
| Cisco Systems (CSCO) | 0.4 | $2.3M | -12% | 30k | 77.59 |
|
| Ametek (AME) | 0.4 | $2.3M | +15% | 11k | 214.36 |
|
| At&t (T) | 0.4 | $2.2M | 77k | 28.99 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $2.2M | +31% | 15k | 147.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.2M | 5.7k | 390.41 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $2.2M | -11% | 28k | 79.61 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $2.1M | -39% | 10k | 213.66 |
|
| Applied Materials (AMAT) | 0.4 | $2.1M | -37% | 6.2k | 341.80 |
|
| McKesson Corporation (MCK) | 0.4 | $2.1M | -24% | 2.5k | 865.36 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.1M | -8% | 5.8k | 357.68 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $2.0M | -20% | 16k | 126.35 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $2.0M | 14k | 146.28 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $2.0M | 19k | 102.67 |
|
|
| Merck & Co (MRK) | 0.3 | $1.9M | -25% | 16k | 120.29 |
|
| UnitedHealth (UNH) | 0.3 | $1.9M | -7% | 7.0k | 270.60 |
|
| Micron Technology (MU) | 0.3 | $1.9M | -53% | 5.5k | 337.84 |
|
| Home Depot (HD) | 0.3 | $1.9M | 5.6k | 328.91 |
|
|
| salesforce (CRM) | 0.3 | $1.8M | +6% | 9.6k | 186.67 |
|
| Packaging Corporation of America (PKG) | 0.3 | $1.8M | 8.3k | 212.22 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $1.8M | -14% | 8.7k | 203.18 |
|
| Ford Motor Company (F) | 0.3 | $1.7M | -11% | 150k | 11.54 |
|
| Analog Devices (ADI) | 0.3 | $1.6M | -27% | 5.2k | 318.15 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.6M | -10% | 5.2k | 310.77 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $1.6M | -3% | 19k | 84.89 |
|
| ConocoPhillips (COP) | 0.3 | $1.6M | -28% | 12k | 132.00 |
|
| General Mills (GIS) | 0.3 | $1.6M | -23% | 43k | 37.22 |
|
| Prologis (PLD) | 0.3 | $1.6M | +9% | 12k | 132.18 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.6M | -3% | 3.4k | 460.99 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $1.6M | -3% | 25k | 62.75 |
|
| Citizens Financial (CFG) | 0.3 | $1.6M | -19% | 26k | 59.97 |
|
| Goldman Sachs (GS) | 0.3 | $1.6M | -30% | 1.8k | 846.04 |
|
| Pepsi (PEP) | 0.3 | $1.5M | -11% | 10k | 155.29 |
|
| EOG Resources (EOG) | 0.3 | $1.5M | -21% | 11k | 144.56 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.5M | -4% | 94k | 15.65 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.4M | -5% | 2.9k | 491.53 |
|
| Capital One Financial (COF) | 0.2 | $1.4M | -12% | 7.6k | 182.43 |
|
| Fastenal Company (FAST) | 0.2 | $1.4M | -2% | 30k | 46.40 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.4M | -6% | 15k | 93.98 |
|
| Gilead Sciences (GILD) | 0.2 | $1.4M | -20% | 9.8k | 139.36 |
|
| Martin Marietta Materials (MLM) | 0.2 | $1.4M | -2% | 2.3k | 588.69 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.4M | 8.5k | 160.32 |
|
|
| Servicenow (NOW) | 0.2 | $1.4M | +61% | 13k | 104.55 |
|
| Howmet Aerospace (HWM) | 0.2 | $1.4M | -23% | 5.9k | 230.46 |
|
| Walt Disney Company (DIS) | 0.2 | $1.3M | -15% | 14k | 96.38 |
|
| Cme (CME) | 0.2 | $1.3M | 4.6k | 295.35 |
|
|
| Pfizer (PFE) | 0.2 | $1.3M | -17% | 47k | 28.08 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.3M | -40% | 20k | 65.00 |
|
| Qualcomm (QCOM) | 0.2 | $1.3M | -10% | 10k | 128.79 |
|
| CMS Energy Corporation (CMS) | 0.2 | $1.3M | -31% | 17k | 77.58 |
|
| International Business Machines (IBM) | 0.2 | $1.3M | -9% | 5.3k | 242.40 |
|
| General Motors Company (GM) | 0.2 | $1.3M | -38% | 17k | 74.50 |
|
| Citigroup Com New (C) | 0.2 | $1.3M | -30% | 11k | 113.41 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.3M | +47% | 3.7k | 337.96 |
|
| Caterpillar (CAT) | 0.2 | $1.3M | -44% | 1.8k | 708.48 |
|
| Republic Services (RSG) | 0.2 | $1.3M | +25% | 5.7k | 219.02 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | -12% | 6.4k | 194.15 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.2M | -36% | 20k | 61.35 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.2M | -12% | 6.1k | 198.30 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $1.2M | -6% | 12k | 98.38 |
|
| American Express Company (AXP) | 0.2 | $1.2M | -21% | 4.0k | 302.48 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.2M | -15% | 9.7k | 122.78 |
|
| Stryker Corporation (SYK) | 0.2 | $1.2M | -14% | 3.6k | 328.59 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.2M | -15% | 3.9k | 304.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | -3% | 4.8k | 243.08 |
|
| Progressive Corporation (PGR) | 0.2 | $1.2M | -15% | 5.8k | 198.24 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.1M | +3% | 5.2k | 216.58 |
|
| S&p Global (SPGI) | 0.2 | $1.1M | -2% | 2.6k | 425.35 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $1.1M | -41% | 5.7k | 195.41 |
|
| AmerisourceBergen (COR) | 0.2 | $1.1M | +21% | 3.5k | 314.14 |
|
| Danaher Corporation (DHR) | 0.2 | $1.1M | -22% | 5.8k | 189.60 |
|
| Vistra Energy (VST) | 0.2 | $1.1M | +21% | 7.3k | 150.33 |
|
| Amgen (AMGN) | 0.2 | $1.1M | -38% | 3.1k | 351.88 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | +14% | 9.3k | 115.00 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $1.1M | -38% | 7.5k | 143.23 |
|
| Nextera Energy (NEE) | 0.2 | $1.1M | -41% | 12k | 92.88 |
|
| Boeing Company (BA) | 0.2 | $1.1M | -13% | 5.3k | 199.03 |
|
| Uber Technologies (UBER) | 0.2 | $1.1M | -9% | 15k | 71.93 |
|
| Kkr & Co (KKR) | 0.2 | $1.1M | +15% | 11k | 92.50 |
|
| Paychex (PAYX) | 0.2 | $1.1M | +2% | 11k | 92.12 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.0M | -34% | 1.2k | 895.27 |
|
| Wec Energy Group (WEC) | 0.2 | $1.0M | -34% | 8.9k | 115.77 |
|
| Lowe's Companies (LOW) | 0.2 | $1.0M | -22% | 4.4k | 236.29 |
|
| Trane Technologies SHS (TT) | 0.2 | $1.0M | -3% | 2.4k | 416.75 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $1.0M | -34% | 9.6k | 106.21 |
|
| Cintas Corporation (CTAS) | 0.2 | $1.0M | -11% | 5.9k | 169.14 |
|
| Starbucks Corporation (SBUX) | 0.2 | $995k | -9% | 11k | 89.59 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $991k | -3% | 11k | 86.84 |
|
| Morgan Stanley Com New (MS) | 0.2 | $977k | -34% | 5.9k | 164.58 |
|
| Assurant (AIZ) | 0.2 | $976k | -28% | 4.5k | 217.82 |
|
| Air Products & Chemicals (APD) | 0.2 | $972k | -3% | 3.3k | 290.51 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $960k | -3% | 6.4k | 150.01 |
|
| Church & Dwight (CHD) | 0.2 | $957k | -4% | 10k | 93.32 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $954k | -10% | 11k | 85.23 |
|
| Nike CL B (NKE) | 0.2 | $954k | -4% | 18k | 52.82 |
|
| Doordash Cl A (DASH) | 0.2 | $943k | +18% | 6.3k | 150.15 |
|
| Honeywell International (HON) | 0.2 | $943k | -27% | 4.2k | 226.05 |
|
| Deere & Company (DE) | 0.2 | $942k | -29% | 1.7k | 563.32 |
|
| SEI Investments Company (SEIC) | 0.2 | $928k | -31% | 12k | 78.47 |
|
| American Tower Reit (AMT) | 0.2 | $922k | -15% | 5.3k | 172.59 |
|
| Pinnacle West Capital Corporation (PNW) | 0.2 | $921k | -29% | 9.1k | 100.75 |
|
| Ingersoll Rand (IR) | 0.2 | $889k | -28% | 11k | 80.12 |
|
| Synopsys (SNPS) | 0.2 | $875k | 2.2k | 396.48 |
|
|
| Fox Corp Cl B Com (FOX) | 0.2 | $874k | -4% | 17k | 53.10 |
|
| Roper Industries (ROP) | 0.2 | $871k | 2.5k | 353.86 |
|
|
| Fiserv (FISV) | 0.2 | $864k | +61% | 16k | 55.80 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $795k | -3% | 14k | 56.86 |
|
| Darden Restaurants (DRI) | 0.1 | $793k | 4.0k | 196.04 |
|
|
| Quanta Services (PWR) | 0.1 | $756k | +42% | 1.4k | 549.02 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $743k | +49% | 12k | 60.65 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $717k | -76% | 7.8k | 91.64 |
|
| Intercontinental Exchange (ICE) | 0.1 | $697k | +52% | 4.4k | 157.28 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $651k | 3.5k | 184.72 |
|
|
| Kroger (KR) | 0.1 | $636k | 8.8k | 72.36 |
|
|
| Cardinal Health (CAH) | 0.1 | $612k | +97% | 2.9k | 211.31 |
|
| O'reilly Automotive (ORLY) | 0.1 | $594k | 6.4k | 92.31 |
|
|
| L3harris Technologies (LHX) | 0.1 | $587k | +58% | 1.7k | 345.15 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $532k | 1.2k | 446.54 |
|
|
| Sempra Energy (SRE) | 0.1 | $524k | 5.4k | 97.17 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $517k | +84% | 4.4k | 118.63 |
|
| NetApp (NTAP) | 0.1 | $513k | -12% | 5.0k | 102.39 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $487k | NEW | 8.0k | 61.05 |
|
| PG&E Corporation (PCG) | 0.1 | $481k | 27k | 17.57 |
|
|
| Electronic Arts (EA) | 0.1 | $479k | +103% | 2.4k | 203.87 |
|
| Hubbell (HUBB) | 0.1 | $476k | +86% | 969.00 | 490.74 |
|
| Verizon Communications (VZ) | 0.1 | $457k | NEW | 9.1k | 50.20 |
|
| Ventas (VTR) | 0.1 | $445k | +95% | 5.4k | 81.78 |
|
| Waste Management (WM) | 0.1 | $433k | NEW | 1.9k | 229.79 |
|
| Monster Beverage Corp (MNST) | 0.1 | $433k | +103% | 6.0k | 72.46 |
|
| M&T Bank Corporation (MTB) | 0.1 | $431k | +107% | 2.1k | 206.72 |
|
| PNC Financial Services (PNC) | 0.1 | $431k | +108% | 2.1k | 208.09 |
|
| Rockwell Automation (ROK) | 0.1 | $430k | +106% | 1.2k | 358.88 |
|
| Vulcan Materials Company (VMC) | 0.1 | $417k | NEW | 1.5k | 272.30 |
|
| Cigna Corp (CI) | 0.1 | $410k | NEW | 1.5k | 266.75 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $409k | NEW | 3.1k | 130.94 |
|
| Intuit (INTU) | 0.1 | $409k | +119% | 945.00 | 432.38 |
|
| Autodesk (ADSK) | 0.1 | $385k | +136% | 1.6k | 239.40 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $384k | NEW | 2.5k | 151.28 |
|
| Key (KEY) | 0.1 | $376k | -8% | 19k | 20.05 |
|
| Kla Corp Com New (KLAC) | 0.1 | $368k | 250.00 | 1472.41 |
|
|
| American Electric Power Company (AEP) | 0.1 | $356k | NEW | 2.7k | 131.08 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $342k | 565.00 | 605.01 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $332k | 251.00 | 1322.51 |
|
|
| Chubb (CB) | 0.1 | $310k | NEW | 950.00 | 325.93 |
|
| Texas Roadhouse (TXRH) | 0.1 | $286k | -8% | 1.7k | 165.14 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $284k | 3.8k | 75.45 |
|
|
| AutoZone (AZO) | 0.0 | $264k | 78.00 | 3377.78 |
|
|
| Vici Pptys (VICI) | 0.0 | $249k | 9.1k | 27.32 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $244k | 867.00 | 281.07 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $243k | NEW | 1.2k | 197.50 |
|
| eBay (EBAY) | 0.0 | $242k | NEW | 2.7k | 91.02 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $241k | 2.3k | 106.50 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $241k | NEW | 1.2k | 197.26 |
|
| General Dynamics Corporation (GD) | 0.0 | $240k | NEW | 699.00 | 343.22 |
|
| Williams Companies (WMB) | 0.0 | $238k | NEW | 3.3k | 72.78 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $238k | NEW | 1.2k | 195.98 |
|
| Hartford Financial Services (HIG) | 0.0 | $238k | -13% | 1.8k | 135.23 |
|
| Altria (MO) | 0.0 | $235k | -8% | 3.6k | 65.99 |
|
| Tyler Technologies (TYL) | 0.0 | $235k | -17% | 685.00 | 342.38 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $234k | 1.5k | 152.75 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $233k | NEW | 8.9k | 26.12 |
|
| Realty Income (O) | 0.0 | $231k | NEW | 3.8k | 61.18 |
|
| Synchrony Financial (SYF) | 0.0 | $230k | -12% | 3.4k | 68.02 |
|
| Intel Corporation (INTC) | 0.0 | $230k | NEW | 5.2k | 44.13 |
|
| Rollins (ROL) | 0.0 | $227k | NEW | 4.3k | 53.41 |
|
| Fifth Third Ban (FITB) | 0.0 | $227k | NEW | 4.9k | 46.46 |
|
| Emerson Electric (EMR) | 0.0 | $227k | NEW | 1.7k | 131.02 |
|
| Norfolk Southern (NSC) | 0.0 | $226k | NEW | 789.00 | 287.00 |
|
| Lear Corp Com New (LEA) | 0.0 | $226k | 1.9k | 121.08 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $226k | 2.7k | 85.02 |
|
|
| Blackrock (BLK) | 0.0 | $226k | 235.00 | 961.71 |
|
|
| Corning Incorporated (GLW) | 0.0 | $225k | NEW | 1.7k | 135.97 |
|
| FirstEnergy (FE) | 0.0 | $225k | NEW | 4.4k | 50.66 |
|
| Regency Centers Corporation (REG) | 0.0 | $224k | NEW | 3.0k | 75.66 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $224k | NEW | 684.00 | 327.07 |
|
| Emcor (EME) | 0.0 | $223k | NEW | 302.00 | 738.31 |
|
| Match Group (MTCH) | 0.0 | $222k | NEW | 7.2k | 30.71 |
|
| Hologic | 0.0 | $221k | NEW | 2.9k | 75.59 |
|
| ResMed (RMD) | 0.0 | $220k | NEW | 982.00 | 224.48 |
|
| Ptc (PTC) | 0.0 | $220k | NEW | 1.5k | 142.49 |
|
| Kinder Morgan (KMI) | 0.0 | $217k | NEW | 6.5k | 33.53 |
|
| Aptiv Com Shs (APTV) | 0.0 | $217k | NEW | 3.1k | 69.44 |
|
| CSX Corporation (CSX) | 0.0 | $217k | NEW | 5.3k | 41.05 |
|
| Teradyne (TER) | 0.0 | $215k | NEW | 726.00 | 296.46 |
|
| Jabil Circuit (JBL) | 0.0 | $215k | NEW | 809.00 | 265.63 |
|
| Edwards Lifesciences (EW) | 0.0 | $214k | NEW | 2.7k | 80.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $213k | -25% | 741.00 | 287.56 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $212k | 1.0k | 201.65 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $211k | -51% | 3.7k | 57.64 |
|
| Union Pacific Corporation (UNP) | 0.0 | $207k | NEW | 854.00 | 242.62 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $204k | -58% | 3.1k | 66.48 |
|
Past Filings by Portfolio Design Labs
SEC 13F filings are viewable for Portfolio Design Labs going back to 2023
- 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