ACIO

Aptus Collared Investment Opportunity ETF

An actively-managed strategy seeking growth and income using covered calls on individual equities.

The strategy invests in stocks and pursues additional income by selling covered calls on those stocks. ACIO has an added goal of minimizing downside using long put options on a broad-based market Index.

Why ACIO?

  • Total return potential through growth, dividends, and stock income
  • Diversified basket of stocks
  • Risk mitigation through ownership of put options
  • Additional pursuit of income by selling covered calls on the underlying basket of stocks

Fund Details

Current as of 04/17/2026

Fund Ticker ACIO
Fund Name Aptus Collared Investment Opportunity ETF
Primary Exchange Cboe
CUSIP 26922A222
ISIN US26922A2226
Net Assets 2,260,051,325.01
Expense Ratio 0.79%
30 Day Median Bid- Ask % 0.11
Inception Date 07/09/2019
Shares Outstanding 50,350,000.00
Distributor Quasar Distributors
Advisor Aptus Capital Advisors
*Premium Discount Disclaimer 

The following Frequency Distribution of Premiums and Discounts chart is provided to show the frequency at which the closing price of the Fund was at a premium (above) or discount (below) to their daily net asset value (NAV). The chart represents past performance and cannot be used to predict future results. Shareholders may pay more than NAV when buying Fund shares and receive less than NAV when those shares are sold because shares are bought and sold at current market prices.

Fund Objectives

The Aptus Collared Investment Opportunity ETF seeks risk-mitigated capital appreciation.

Fund Prices

Current as of 04/17/2026

NAV MARKET PRICE
Net Asset Value 44.89 Closing Price 44.86
Daily Change $ 0.41 Daily Change $ 0.40
Daily Change % 0.93 Daily Change % 0.89
Premium/Discount % -0.06

Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.

Fund Distributions

EX-DATERECORD
DATE
PAYABLE
DATE
INCOMESHORT TERM
CAPITAL GAIN
LONG TERM
CAPITAL GAIN
03/30/2603/30/2603/31/26$0.0649
12/30/2512/30/2512/31/25$0.0341
09/29/2509/29/2509/30/25$0.0268
06/27/2506/27/2506/30/25$0.0518
03/28/2503/28/2503/31/25$0.0502
12/30/2412/30/2412/31/24$0.0339
09/27/2409/27/2409/30/24$0.0427
06/27/2406/28/2406/29/24$0.0472
03/26/2403/27/2403/28/24$0.0529
12/27/2312/28/2312/29/23$0.0693
09/27/2309/28/2309/29/23$0.0517
06/28/2306/29/2306/30/23$0.0639
03/29/2303/30/2303/31/23$0.0531
12/28/2212/29/2212/30/22$0.0694
12/06/2212/07/2212/08/22$0.1930
09/13/2209/14/2209/15/22$0.0700
06/14/2206/15/2206/16/22$0.0508
03/15/2203/16/2203/17/22$0.0518
12/29/2112/30/2112/31/21$0.0463
09/14/219/15/219/16/21$0.0585
06/15/216/16/216/17/21$0.0258
03/16/213/17/213/18/21$0.0667
12/29/2012/30/2012/31/20$0.0678
09/15/209/16/209/17/20$0.0662
06/16/206/17/206/18/20$0.0478
03/17/203/18/203/19/20$0.1014
12/30/1912/31/191/2/20$0.1954
09/17/199/18/199/19/19$0.1432

This fund is expected to pay at least one more distribution before year end. The figures represent estimates and are subject to change based on portfolio, market, and shareholder activity and tax adjustments. Actual distributions will be based on shares outstanding as of the record date. The net asset value of a fund with a distribution will drop on the ex-date by the amount of the distribution. Keep in mind that market conditions, portfolio changes and/or changes in outstanding fund shares could affect these estimates substantially. This information is NOT FINAL and is subject to change until the ex-dividend date. All data subject to change. Actual distributions will be posted on the aptusetfs.com site after each fund’s ex-dividend date. Aptus does not provide tax, accounting or legal advice. Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S., federal, state or local tax penalties. Clients should consult their advisor as to any tax, accounting or legal statements made herein. Specific questions regarding your clients’ personal income tax situation should be referred to a tax advisor.

Fund Performance

Monthly
as of 03/31/2026
Quarterly
as 03/31/2026
NAV % Market % NAV % Market %
1 Month -3.36 -3.52 -3.36 -3.52
3 Month -3.78 -3.83 -3.78 -3.83
1 Year 9 8.91 9 8.91
3 Year 12.23 12.19 12.23 12.19
5 Year 9.03 8.97 9.03 8.97
YTD -3.78 -3.83 -3.78 -3.83
Since Inception 79.03 78.87 79.03 78.87
Since Inception Annualized 9.04 9.03 9.04 9.03

Cumulative return is the aggregate amount that an investment has gained or lost over time. Annualized Return is the average return gained or lost by an investment each year over a given time period. Performance is annualized for periods greater than 1 year.

Performance quoted represents past performance, which is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted. Short-term performance in particular is not a good indication of the fund’s future performance and an investment should not be made solely on returns.

Market Price: The current price at which shares are bought and sold. Market returns are based upon the last trade price.

NAV: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day.

Morningstar Rating Methodology

ACIO Fund Holdings

Current as of 04/17/2026

Stock TickerCusipSecurity DescSharesPriceMarket ValueWeightingsEffective Date
AAPL037833100Apple Inc546,431.00270.23147,662,049.136.53%04/20/2026
AAPL 260424C00270000AAPL 260424C00270000AAPL US 04/24/26 C270-750.003.65-273,750.00-0.01%04/20/2026
AAPL 260618C00270000AAPL 260618C00270000AAPL US 06/18/26 C270-200.0012.68-253,500.00-0.01%04/20/2026
AAPL 260618C00280000AAPL 260618C00280000AAPL US 06/18/26 C280-500.007.98-398,750.00-0.02%04/20/2026
ABBV00287Y109AbbVie Inc77,142.00208.3816,074,849.960.71%04/20/2026
ABT002824100Abbott Laboratories76,659.0096.817,421,357.790.33%04/20/2026
ADBE00724F101Adobe Inc15,746.00244.453,849,109.700.17%04/20/2026
ADI032654105Analog Devices Inc18,116.00371.456,729,188.200.30%04/20/2026
ADI 260618C00280000ADI 260618C00280000ADI US 06/18/26 C280-180.0095.00-1,710,000.00-0.08%04/20/2026
ADM039483102Archer-Daniels-Midland Co66,844.0067.044,481,221.760.20%04/20/2026
ADM 260618C00065000ADM 260618C00065000ADM US 06/18/26 C65-360.004.45-160,200.00-0.01%04/20/2026
ADP053015103Automatic Data Processing Inc25,502.00200.475,112,385.940.23%04/20/2026
AJG363576109Arthur J Gallagher & Co17,309.00221.613,835,847.490.17%04/20/2026
AMAT038222105Applied Materials Inc28,012.00396.9411,119,083.280.49%04/20/2026
AMAT 260717C00450000AMAT 260717C00450000AMAT US 07/17/26 C450-275.0022.65-622,875.00-0.03%04/20/2026
AMD007903107Advanced Micro Devices Inc62,010.00278.3917,262,963.900.76%04/20/2026
AMD 260618C00300000AMD 260618C00300000AMD US 06/18/26 C300-250.0017.25-431,250.00-0.02%04/20/2026
AMD 260618C00330000AMD 260618C00330000AMD US 06/18/26 C330-150.009.65-144,750.00-0.01%04/20/2026
AMGN031162100Amgen Inc24,702.00355.308,776,620.600.39%04/20/2026
AMGN 260515C00380000AMGN 260515C00380000AMGN US 05/15/26 C380-80.003.33-26,600.000.00%04/20/2026
AMGN 260515C00385000AMGN 260515C00385000AMGN US 05/15/26 C385-80.002.47-19,720.000.00%04/20/2026
AMGN 260515C00390000AMGN 260515C00390000AMGN US 05/15/26 C390-80.002.04-16,320.000.00%04/20/2026
AMZN023135106Amazon.com Inc363,874.00250.5691,172,269.444.03%04/20/2026
ANET040413205Arista Networks Inc43,299.00164.237,110,994.770.31%04/20/2026
ANET 260501C00165000ANET 260501C00165000ANET US 05/01/26 C165-150.006.75-101,250.000.00%04/20/2026
ANET 260717C00175000ANET 260717C00175000ANET US 07/17/26 C175-150.0013.78-206,625.00-0.01%04/20/2026
AONG0403H108Aon PLC12,878.00331.804,272,920.400.19%04/20/2026
APH032095101Amphenol Corp71,825.00151.0610,849,884.500.48%04/20/2026
APH 260515C00165000APH 260515C00165000APH US 05/15/26 C165-200.004.20-84,000.000.00%04/20/2026
APP03831W108AppLovin Corp10,289.00477.204,909,910.800.22%04/20/2026
AVGO11135F101Broadcom Inc176,641.00406.5471,811,632.143.18%04/20/2026
AXP025816109American Express Co33,202.00331.6911,012,771.380.49%04/20/2026
AXP 260515C00370000AXP 260515C00370000AXP US 05/15/26 C370-200.001.55-30,900.000.00%04/20/2026
AXP 260618C00350000AXP 260618C00350000AMERICAN CLL OPT 06/26 350-100.009.00-90,000.000.00%04/20/2026
AZO053332102AutoZone Inc1,450.003,572.385,179,951.000.23%04/20/2026
BA097023105Boeing Co/The27,105.00223.386,054,714.900.27%04/20/2026
BKLC09661T107BNY Mellon US Large Cap Core Equity ETF116,275.00135.9315,805,260.750.70%04/20/2026
BKNG09857L108Booking Holdings Inc28,967.00192.015,561,953.670.25%04/20/2026
BLK09290D101Blackrock Inc24,318.001,052.1425,585,940.521.13%04/20/2026
BMY110122108Bristol-Myers Squibb Co73,838.0060.174,442,832.460.20%04/20/2026
BMY 260515C00065000BMY 260515C00065000BMY US 05/15/26 C65-350.000.54-18,900.000.00%04/20/2026
BMY 260618C00065000BMY 260618C00065000BMY US 06/18/26 C65-350.001.18-41,300.000.00%04/20/2026
BRK/B084670702Berkshire Hathaway Inc69,094.00474.5832,790,630.521.45%04/20/2026
C172967424Citigroup Inc168,567.00132.1822,281,186.060.99%04/20/2026
C 260618C00120000C 260618C00120000C US 06/18/26 C120-300.0014.95-448,500.00-0.02%04/20/2026
C 260618C00130000C 260618C00130000C US 06/18/26 C130-700.007.95-556,500.00-0.02%04/20/2026
C 260717C00130000C 260717C00130000C US 07/17/26 C130-500.009.90-495,000.00-0.02%04/20/2026
CAT149123101Caterpillar Inc50,591.00793.1440,125,745.741.78%04/20/2026
CAT 260515C00850000CAT 260515C00850000CAT US 05/15/26 C850-25.0015.78-39,437.500.00%04/20/2026
CAT 260618C00400000CAT 260618C00400000CAT US 06/18/26 C400-475.00395.70-18,795,750.00-0.83%04/20/2026
CBH1467J104Chubb Ltd13,977.00330.834,624,010.910.20%04/20/2026
CDNS127387108Cadence Design Systems Inc10,495.00311.033,264,259.850.14%04/20/2026
CI125523100Cigna Group/The9,771.00278.642,722,591.440.12%04/20/2026
CIEN171779309Ciena Corp9,169.00507.434,652,625.670.21%04/20/2026
CL194162103Colgate-Palmolive Co50,311.0085.284,290,522.080.19%04/20/2026
CL 260515C00095000CL 260515C00095000CL US 05/15/26 C95-250.000.20-5,000.000.00%04/20/2026
COF14040H105Capital One Financial Corp24,545.00206.475,067,806.150.22%04/20/2026
COF 260618C00220000COF 260618C00220000CAPITAL CLL OPT 06/26 220-120.005.95-71,400.000.00%04/20/2026
COIN19260Q107Coinbase Global Inc19,773.00206.334,079,763.090.18%04/20/2026
COIN 260501C00240000COIN 260501C00240000COIN US 05/01/26 C240-100.002.73-27,300.000.00%04/20/2026
COIN 260515C00250000COIN 260515C00250000COIN US 05/15/26 C250-90.005.43-48,825.000.00%04/20/2026
COST22160K105Costco Wholesale Corp16,621.00999.8916,619,171.690.74%04/20/2026
COST 260515C01050000COST 260515C01050000COST US 05/15/26 C1050-100.004.63-46,250.000.00%04/20/2026
CRHG25508105CRH PLC24,738.00117.052,895,582.900.13%04/20/2026
CRM79466L302Salesforce Inc35,121.00182.146,396,938.940.28%04/20/2026
CRWD22788C105Crowdstrike Holdings Inc28,327.00423.9512,009,231.650.53%04/20/2026
CRWD 260515C00520000CRWD 260515C00520000CRWD US 05/15/26 C520-140.001.51-21,070.000.00%04/20/2026
CSCO17275R102Cisco Systems Inc139,224.0086.2512,008,070.000.53%04/20/2026
CSCO 260515C00090000CSCO 260515C00090000CSCO US 05/15/26 C90-350.001.69-58,975.000.00%04/20/2026
CSX126408103CSX Corp477,019.0043.3220,664,463.080.91%04/20/2026
CTAS172908105Cintas Corp71,232.00179.1712,762,637.440.56%04/20/2026
CTSH192446102Cognizant Technology Solutions Corp73,165.0061.304,485,014.500.20%04/20/2026
CVS126650100CVS Health Corp44,193.0077.303,416,118.900.15%04/20/2026
CVX166764100Chevron Corp70,058.00183.9912,889,971.420.57%04/20/2026
CVX 260515C00200000CVX 260515C00200000CVX US 05/15/26 C200-650.001.38-89,700.000.00%04/20/2026
DE244199105Deere & Co9,342.00590.465,516,077.320.24%04/20/2026
DE 260515C00610000DE 260515C00610000DE US 05/15/26 C610-90.0010.45-94,050.000.00%04/20/2026
DELL24703L202Dell Technologies Inc18,058.00196.553,549,299.900.16%04/20/2026
DHR235851102Danaher Corp23,601.00194.754,596,294.750.20%04/20/2026
DIS254687106Walt Disney Co/The68,121.00106.297,240,581.090.32%04/20/2026
DLR253868103Digital Realty Trust Inc77,068.00203.6215,692,586.160.69%04/20/2026
DUK26441C204Duke Energy Corp137,052.00128.0317,546,767.560.78%04/20/2026
DUK 260515C00135000DUK 260515C00135000DUK US 05/15/26 C135-500.000.50-25,000.000.00%04/20/2026
DUK 260618C00130000DUK 260618C00130000DUK US 06/18/26 C130-650.002.83-183,625.00-0.01%04/20/2026
DVN25179M103Devon Energy Corp325,483.0044.2314,396,113.090.64%04/20/2026
DVN 260515C00055000DVN 260515C00055000DVN US 05/15/26 C55-550.000.13-7,150.000.00%04/20/2026
DVN 260515C00057500DVN 260515C00057500DVN US 05/15/26 C57.5-550.000.16-8,525.000.00%04/20/2026
ELV036752103ELEVANCE HEALTH INC8,072.00323.052,607,659.600.12%04/20/2026
EQIX29444U700Equinix Inc8,742.001,088.629,516,716.040.42%04/20/2026
EQIX 260515C01130000EQIX 260515C01130000EQIX US 05/15/26 C1130-30.0021.55-64,650.000.00%04/20/2026
EQIX 260618C01180000EQIX 260618C01180000EQIX US 06/18/26 C1180-30.0017.55-52,650.000.00%04/20/2026
ETNG29183103Eaton Corp PLC29,989.00406.2112,181,831.690.54%04/20/2026
ETN 260515C00440000ETN 260515C00440000ETN US 05/15/26 C440-200.004.95-99,000.000.00%04/20/2026
FANG25278X109Diamondback Energy Inc64,587.00180.2711,643,098.490.52%04/20/2026
FANG 260515C00180000FANG 260515C00180000FANG US 05/15/26 C180-500.008.00-400,000.00-0.02%04/20/2026
FCX35671D857Freeport-McMoRan Inc52,486.0070.213,685,042.060.16%04/20/2026
FCX 260515C00065000FCX 260515C00065000FCX US 05/15/26 C65-300.006.90-207,000.00-0.01%04/20/2026
FCX 260515C00070000FCX 260515C00070000FCX US 05/15/26 C70-200.003.90-78,000.000.00%04/20/2026
FDX31428X106FedEx Corp11,389.00392.384,468,815.820.20%04/20/2026
FDX 260515C00420000FDX 260515C00420000FDX US 05/15/26 C420-110.003.09-33,935.000.00%04/20/2026
FTNT34959E109Fortinet Inc24,157.0081.841,977,008.880.09%04/20/2026
GE369604301GE AEROSPACE52,915.00304.1316,093,038.950.71%04/20/2026
GEV36828A101GE Vernova Inc9,917.001,002.759,944,271.750.44%04/20/2026
GEV 260618C01050000GEV 260618C01050000GEV US 06/18/26 C1050-43.0064.65-277,995.00-0.01%04/20/2026
GEV 260618C01080000GEV 260618C01080000GEV US 06/18/26 C1080-54.0052.05-281,070.00-0.01%04/20/2026
GILD375558103Gilead Sciences Inc49,851.00137.646,861,491.640.30%04/20/2026
GILD 260515C00150000GILD 260515C00150000GILD US 05/15/26 C150-100.000.93-9,300.000.00%04/20/2026
GILD 260515C00155000GILD 260515C00155000GILD US 05/15/26 C155-100.000.46-4,600.000.00%04/20/2026
GILD 260618C00160000GILD 260618C00160000GILD US 06/18/26 C160-200.000.80-16,000.000.00%04/20/2026
GLW219350105Corning Inc28,870.00164.384,745,650.600.21%04/20/2026
GLW 260515C00220000GLW 260515C00220000GLW US 05/15/26 C220-200.001.35-27,000.000.00%04/20/2026
GOOG02079K107Alphabet Inc392,242.00339.40133,126,934.805.89%04/20/2026
GOOG 260618C00350000GOOG 260618C00350000GOOG US 06/18/26 C350-500.0014.20-710,000.00-0.03%04/20/2026
GS38141G104Goldman Sachs Group Inc/The10,895.00925.9510,088,225.250.45%04/20/2026
GS 260618C00960000GS 260618C00960000GS US 06/18/26 C960-35.0030.23-105,787.500.00%04/20/2026
GS 260717C01000000GS 260717C01000000GS US 07/17/26 C1000-35.0028.20-98,700.000.00%04/20/2026
HCA40412C101HCA Healthcare Inc6,097.00488.002,975,336.000.13%04/20/2026
HD437076102Home Depot Inc/The17,237.00349.406,022,607.800.27%04/20/2026
HON438516106Honeywell International Inc38,300.00233.558,944,965.000.40%04/20/2026
HON 260515C00240000HON 260515C00240000HON US 05/15/26 C240-350.004.15-145,250.00-0.01%04/20/2026
IBM459200101International Business Machines Corp37,364.00253.479,470,653.080.42%04/20/2026
IBM 260618C00290000IBM 260618C00290000IBM US 06/18/26 C290-75.003.30-24,750.000.00%04/20/2026
IBM 260618C00300000IBM 260618C00300000IBM US 06/18/26 C300-150.002.09-31,350.000.00%04/20/2026
ICE45866F104Intercontinental Exchange Inc91,250.00161.2414,713,150.000.65%04/20/2026
INTC458140100Intel Corp171,340.0068.5011,736,790.000.52%04/20/2026
INTC 260515C00055000INTC 260515C00055000INTC US 05/15/26 C55-350.0014.55-509,250.00-0.02%04/20/2026
INTU461202103Intuit Inc10,450.00393.254,109,462.500.18%04/20/2026
ISRG46120E602Intuitive Surgical Inc39,029.00469.2118,312,797.090.81%04/20/2026
JCIG51502105Johnson Controls International plc25,510.00140.873,593,593.700.16%04/20/2026
JNJ478160104Johnson & Johnson90,470.00234.1821,186,264.600.94%04/20/2026
JNJ 260618C00210000JNJ 260618C00210000JNJ US 06/18/26 C210-900.0026.55-2,389,500.00-0.11%04/20/2026
JPM46625H100JPMORGAN CHASE & CO.122,898.00310.2938,134,020.421.69%04/20/2026
JPM 260515C00310000JPM 260515C00310000JPM US 05/15/26 C310-250.008.58-214,375.00-0.01%04/20/2026
JPM 260618C00330000JPM 260618C00330000JPM US 06/18/26 C330-250.004.50-112,500.000.00%04/20/2026
JPM 260717C00340000JPM 260717C00340000JPM US 07/17/26 C340-250.004.43-110,625.000.00%04/20/2026
KEYS49338L103Keysight Technologies Inc6,596.00334.342,205,306.640.10%04/20/2026
KLAC482480100KLA CORP4,883.001,791.448,747,601.520.39%04/20/2026
KLAC 260515C01860000KLAC 260515C01860000KLAC US 05/15/26 C1860-23.0079.20-182,160.00-0.01%04/20/2026
KLAC 260515C01960000KLAC 260515C01960000KLAC US 05/15/26 C1960-24.0045.80-109,920.000.00%04/20/2026
KVUE49177J102Kenvue Inc127,833.0017.612,251,139.130.10%04/20/2026
LHX502431109L3Harris Technologies Inc9,141.00350.353,202,549.350.14%04/20/2026
LHX 260515C00400000LHX 260515C00400000LHX US 05/15/26 C400-90.000.85-7,650.000.00%04/20/2026
LING54950103Linde PLC42,974.00492.2321,153,092.020.94%04/20/2026
LIN 260618C00525000LIN 260618C00525000LIN US 06/18/26 C525-200.006.85-137,000.00-0.01%04/20/2026
LIN 260618C00550000LIN 260618C00550000LIN US 06/18/26 C550-210.002.98-62,475.000.00%04/20/2026
LLY532457108Eli Lilly & Co29,943.00927.0327,758,059.291.23%04/20/2026
LLY 260424C01050000LLY 260424C01050000LLY US 04/24/26 C1050-200.000.33-6,500.000.00%04/20/2026
LMT539830109Lockheed Martin Corp7,234.00592.194,283,902.460.19%04/20/2026
LMT 260618C00685000LMT 260618C00685000LMT US 06/18/26 C685-70.004.63-32,375.000.00%04/20/2026
LOW548661107Lowe's Cos Inc54,558.00251.7213,733,339.760.61%04/20/2026
LOW 260515C00260000LOW 260515C00260000LOW US 05/15/26 C260-250.003.45-86,250.000.00%04/20/2026
LOW 260515C00270000LOW 260515C00270000LOW US 05/15/26 C270-250.001.33-33,125.000.00%04/20/2026
LRCX512807306Lam Research Corp92,174.00267.6024,665,762.401.09%04/20/2026
LRCX 260515C00330000LRCX 260515C00330000LRCX US 05/15/26 C330-200.003.11-62,200.000.00%04/20/2026
LRCX 260618C00170000LRCX 260618C00170000LRCX US 06/18/26 C170-700.0099.83-6,987,750.00-0.31%04/20/2026
MAR571903202Marriott International Inc/MD30,787.00377.9311,635,330.910.51%04/20/2026
MAR 260515C00370000MAR 260515C00370000MAR US 05/15/26 C370-200.0019.75-395,000.00-0.02%04/20/2026
MCD580135101McDonald's Corp62,169.00311.3619,356,939.840.86%04/20/2026
MCD 260515C00330000MCD 260515C00330000MCD US 05/15/26 C330-250.001.79-44,750.000.00%04/20/2026
MCD 260515C00335000MCD 260515C00335000MCD US 05/15/26 C335-200.001.21-24,100.000.00%04/20/2026
MCD 260515C00340000MCD 260515C00340000MCD US 05/15/26 C340-150.000.66-9,825.000.00%04/20/2026
MCK58155Q103McKesson Corp4,655.00866.384,032,998.900.18%04/20/2026
MDLZ609207105Mondelez International Inc88,618.0057.255,073,380.500.22%04/20/2026
MDLZ 260618C00057500MDLZ 260618C00057500MDLZ US 06/18/26 C57.5-400.002.30-92,000.000.00%04/20/2026
MDLZ 260618C00065000MDLZ 260618C00065000MDLZ US 06/18/26 C65-400.000.33-13,000.000.00%04/20/2026
MDTG5960L103Medtronic PLC51,308.0086.194,422,236.520.20%04/20/2026
META30303M102Meta Platforms Inc81,408.00688.5556,053,478.402.48%04/20/2026
MO02209S103Altria Group Inc221,743.0064.1714,229,248.310.63%04/20/2026
MO 260618C00060000MO 260618C00060000MO US 06/18/26 C60-2,200.005.35-1,177,000.00-0.05%04/20/2026
MRK58933Y105Merck & Co Inc109,922.00119.0713,088,412.540.58%04/20/2026
MRK 260515C00130000MRK 260515C00130000MRK US 05/15/26 C130-400.000.84-33,400.000.00%04/20/2026
MRSH571748102Marsh & McLennan Cos Inc18,162.00175.803,192,879.600.14%04/20/2026
MS617446448Morgan Stanley46,517.00188.828,783,339.940.39%04/20/2026
MS 260515C00190000MS 260515C00190000MS US 05/15/26 C190-150.004.85-72,750.000.00%04/20/2026
MS 260618C00190000MS 260618C00190000MS US 06/18/26 C190-150.008.25-123,750.00-0.01%04/20/2026
MS 260618C00210000MS 260618C00210000MS US 06/18/26 C210-100.001.70-17,000.000.00%04/20/2026
MSFT594918104Microsoft Corp275,925.00422.79116,658,330.755.16%04/20/2026
MSI620076307Motorola Solutions Inc11,465.00441.965,067,071.400.22%04/20/2026
MU595112103Micron Technology Inc42,098.00455.0719,157,536.860.85%04/20/2026
NEE65339F101NextEra Energy Inc111,698.0091.9810,273,982.040.45%04/20/2026
NEE 260618C00095000NEE 260618C00095000NEE US 06/18/26 C95-450.002.29-103,050.000.00%04/20/2026
NEE 260618C00100000NEE 260618C00100000NEE US 06/18/26 C100-550.000.93-50,875.000.00%04/20/2026
NEM651639106Newmont Corp68,115.00116.507,935,397.500.35%04/20/2026
NEM 260618C00110000NEM 260618C00110000NEM US 06/18/26 C110-340.0013.13-446,250.00-0.02%04/20/2026
NEM 260618C00130000NEM 260618C00130000NEM US 06/18/26 C130-330.004.58-150,975.00-0.01%04/20/2026
NFLX64110L106Netflix Inc236,239.0097.3122,988,417.091.02%04/20/2026
NKE654106103NIKE Inc42,103.0046.031,938,001.090.09%04/20/2026
NOC666807102Northrop Grumman Corp20,109.00665.2613,377,713.340.59%04/20/2026
NOC 260618C00740000NOC 260618C00740000NOC US 06/18/26 C740-200.009.45-189,000.00-0.01%04/20/2026
NOW81762P102ServiceNow Inc41,438.0096.664,005,397.080.18%04/20/2026
NVDA67066G104NVIDIA Corp904,530.00201.68182,425,610.408.07%04/20/2026
ORCL68389X105Oracle Corp65,910.00175.0611,538,204.600.51%04/20/2026
PANW697435105Palo Alto Networks Inc30,891.00167.855,185,054.350.23%04/20/2026
PEP713448108PepsiCo Inc145,878.00157.6723,000,584.261.02%04/20/2026
PEP 260515C00160000PEP 260515C00160000PEP US 05/15/26 C160-900.002.77-249,300.00-0.01%04/20/2026
PEP 260618C00170000PEP 260618C00170000PEP US 06/18/26 C170-550.001.28-70,125.000.00%04/20/2026
PFE717081103Pfizer Inc204,497.0027.565,635,937.320.25%04/20/2026
PG742718109Procter & Gamble Co/The87,212.00146.9312,814,059.160.57%04/20/2026
PG 260515C00155000PG 260515C00155000PG US 05/15/26 C155-750.001.01-75,375.000.00%04/20/2026
PGR743315103Progressive Corp/The95,948.00202.5819,437,145.840.86%04/20/2026
PH701094104Parker-Hannifin Corp4,769.00988.804,715,587.200.21%04/20/2026
PHM745867101PulteGroup Inc107,481.00126.5313,599,570.930.60%04/20/2026
PHM 260501C00130000PHM 260501C00130000PHM US 05/01/26 C130-250.002.95-73,750.000.00%04/20/2026
PHM 260515C00135000PHM 260515C00135000PHM US 05/15/26 C135-400.002.50-100,000.000.00%04/20/2026
PKG695156109Packaging Corp of America19,546.00213.394,170,920.940.18%04/20/2026
PLD74340W103Prologis Inc35,736.00145.105,185,293.600.23%04/20/2026
PLTR69608A108Palantir Technologies Inc86,697.00146.3912,691,573.830.56%04/20/2026
PNC693475105PNC Financial Services Group Inc/The99,016.00224.8122,259,786.960.98%04/20/2026
PNC 260515C00230000PNC 260515C00230000PNC US 05/15/26 C230-500.003.85-192,500.00-0.01%04/20/2026
PSA74460D109Public Storage28,804.00309.228,906,772.880.39%04/20/2026
PWR74762E102Quanta Services Inc6,418.00601.883,862,865.840.17%04/20/2026
QCOM747525103QUALCOMM Inc44,477.00136.206,057,767.400.27%04/20/2026
RTX75513E101RTX Corp53,833.00196.4210,573,877.860.47%04/20/2026
RTX 260515C00200000RTX 260515C00200000RTX US 05/15/26 C200-100.005.80-58,000.000.00%04/20/2026
RTX 260515C00220000RTX 260515C00220000RTX US 05/15/26 C220-400.000.95-37,800.000.00%04/20/2026
SBUX855244109Starbucks Corp39,539.00100.003,953,900.000.17%04/20/2026
SBUX 260515C00100000SBUX 260515C00100000SBUX US 05/15/26 C100-200.004.25-85,000.000.00%04/20/2026
SCHW808513105Charles Schwab Corp/The60,348.0092.285,568,913.440.25%04/20/2026
SHW824348106Sherwin-Williams Co/The12,825.00345.554,431,678.750.20%04/20/2026
SLB806857108SLB Ltd117,024.0052.666,162,483.840.27%04/20/2026
SNDK80004C200Sandisk Corp/DE5,046.00920.994,647,315.540.21%04/20/2026
SNPS871607107Synopsys Inc7,075.00449.583,180,778.500.14%04/20/2026
SO842587107Southern Co/The263,938.0094.5124,944,780.381.10%04/20/2026
SO 260618C00105000SO 260618C00105000SO US 06/18/26 C105-500.000.23-11,250.000.00%04/20/2026
SPGI78409V104S&P Global Inc11,573.00442.575,121,862.610.23%04/20/2026
SPX 260618P05600000SPX 260618P05600000CBOE S&P PUT OPT 06/26 56003,300.0011.603,828,000.000.17%04/20/2026
SPX 260618P06200000SPX 260618P06200000SPX US 06/18/26 P6200-6,600.0026.60-17,556,000.00-0.78%04/20/2026
SPX 260618P06800000SPX 260618P06800000CBOE S&P PUT OPT 06/26 68003,300.0079.1526,119,500.001.16%04/20/2026
STXG7997R103Seagate Technology Holdings PLC8,217.00547.754,500,861.750.20%04/20/2026
STX 260515C00500000STX 260515C00500000STX US 05/15/26 C500-40.0076.85-307,400.00-0.01%04/20/2026
SYK863667101Stryker Corp33,296.00343.3211,431,182.720.51%04/20/2026
SYK 260515C00380000SYK 260515C00380000SYK US 05/15/26 C380-150.001.18-17,625.000.00%04/20/2026
T00206R102AT&T Inc272,434.0026.517,222,225.340.32%04/20/2026
TELG87052109TE Connectivity PLC11,158.00246.142,746,430.120.12%04/20/2026
TJX872540109TJX Cos Inc/The90,147.00160.6814,484,819.960.64%04/20/2026
TJX 260618C00180000TJX 260618C00180000TJX US 06/18/26 C180-200.000.93-18,500.000.00%04/20/2026
TJX 260717C00170000TJX 260717C00170000TJX US 07/17/26 C170-300.003.75-112,500.000.00%04/20/2026
TMO883556102Thermo Fisher Scientific Inc30,880.00526.6016,261,408.000.72%04/20/2026
TMUS872590104T-Mobile US Inc56,979.00197.6711,263,038.930.50%04/20/2026
TSLA88160R101Tesla Inc105,464.00400.6242,250,987.681.87%04/20/2026
TTG8994E103Trane Technologies PLC7,151.00476.113,404,662.610.15%04/20/2026
TXN882508104Texas Instruments Inc33,810.00229.827,770,214.200.34%04/20/2026
UBER90353T100Uber Technologies Inc86,949.0077.126,705,506.880.30%04/20/2026
UBER 260501C00080000UBER 260501C00080000UBER US 05/01/26 C80-600.001.06-63,600.000.00%04/20/2026
UNH91324P102UnitedHealth Group Inc36,687.00324.6311,909,700.810.53%04/20/2026
V92826C839Visa Inc119,177.00317.0237,781,492.541.67%04/20/2026
VIX 260519C00025000VIX 260519C00025000VIX US 05/19/26 C2550,000.001.105,475,000.000.24%04/20/2026
VIX 260519C00035000VIX 260519C00035000VIX US 05/19/26 C35-100,000.000.54-5,400,000.00-0.24%04/20/2026
VIX 260519C00045000VIX 260519C00045000VIX US 05/19/26 C4550,000.000.331,650,000.000.07%04/20/2026
VRTX92532F100Vertex Pharmaceuticals Inc9,087.00441.204,009,184.400.18%04/20/2026
VZ92343V104Verizon Communications Inc157,519.0046.557,332,509.450.32%04/20/2026
VZ 260618C00045000VZ 260618C00045000VZ US 06/18/26 C45-1,500.002.98-446,250.00-0.02%04/20/2026
WDC958102105Western Digital Corp13,152.00372.524,899,383.040.22%04/20/2026
WDC 260618C00450000WDC 260618C00450000WDC US 06/18/26 C450-130.0024.25-315,250.00-0.01%04/20/2026
WELL95040Q104Welltower Inc39,499.00210.528,315,329.480.37%04/20/2026
WM94106L109Waste Management Inc13,990.00223.953,133,060.500.14%04/20/2026
WMT931142103Walmart Inc218,608.00127.5027,872,520.001.23%04/20/2026
WMT 260515C00135000WMT 260515C00135000WMT US 05/15/26 C135-1,000.000.87-87,000.000.00%04/20/2026
WMT 260618C00130000WMT 260618C00130000WMT US 06/18/26 C130-400.004.85-194,000.00-0.01%04/20/2026
WMT 260717C00140000WMT 260717C00140000WMT US 07/17/26 C140-500.002.54-127,000.00-0.01%04/20/2026
XOM30231G102Exxon Mobil Corp212,158.00146.4431,068,417.521.37%04/20/2026
XOM 260515C00160000XOM 260515C00160000XOM US 05/15/26 C160-500.001.33-66,250.000.00%04/20/2026
XOM 260618C00150000XOM 260618C00150000XOM US 06/18/26 C150-1,250.005.55-693,750.00-0.03%04/20/2026
XOM 260618C00170000XOM 260618C00170000XOM US 06/18/26 C170-250.001.20-30,000.000.00%04/20/2026
Cash&OtherCash&OtherCash & Other9,217,132.311.009,217,132.310.41%04/20/2026

Holdings are subject to change without notice.