Drake & Associates, LLC Q4 2025 Filing

Filed February 23, 2026

Portfolio Value

$502.1M

Holdings

102

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
FBNDFIDELITY MERRIMACK STR TR
$42.3M
RECSCOLUMBIA ETF TR I
$41.1M
PVALPUTNAM ETF TRUST
$36.3M
SPYGSPDR SERIES TRUST
$33.1M
JAAAJANUS DETROIT STR TR
$32.2M
ACWIISHARES TR
$31.6M
AFIFTWO RDS SHARED TR
$31.3M
IJHISHARES TR
$31.2M
IDMOINVESCO EXCH TRADED FD TR II
$26.3M
PYLDPIMCO ETF TR
$23.7M
OUNZVANECK MERK GOLD ETF
$20.0M
AVUVAMERICAN CENTY ETF TR
$18.3M
QQQMINVESCO EXCH TRADED FD TR II
$14.2M
EDIVSPDR INDEX SHS FDS
$12.2M
AAPLAPPLE INC
$5.3M
MSFTMICROSOFT CORP
$4.4M
NVDANVIDIA CORPORATION
$3.5M
SGOVISHARES TR
$3.4M
NLRVANECK ETF TRUST
$3.1M
COSTCOSTCO WHSL CORP NEW
$3.0M
JPMJPMORGAN CHASE & CO.
$2.7M
AMZNAMAZON COM INC
$2.5M
IUSVISHARES TR
$2.2M
WMTWALMART INC
$2.2M
METAMETA PLATFORMS INC
$2.2M
JNJJOHNSON & JOHNSON
$2.1M
DUKDUKE ENERGY CORP NEW
$2.0M
GOOGALPHABET INC
$2.0M
WELLWELLTOWER INC
$2.0M
FTVFORTIVE CORP
$2.0M
AMEAMETEK INC
$2.0M
BKRBAKER HUGHES COMPANY
$1.9M
LNTALLIANT ENERGY CORP
$1.8M
ABBVABBVIE INC
$1.8M
MDTMEDTRONIC PLC
$1.7M
IVVISHARES TR
$1.7M
WCNWASTE CONNECTIONS INC
$1.7M
APAMARTISAN PARTNERS ASSET MGMT
$1.7M
EDCONSOLIDATED EDISON INC
$1.7M
NINISOURCE INC
$1.7M
KRKROGER CO
$1.7M
RSGREPUBLIC SVCS INC
$1.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.7M
FIXDFIRST TR EXCHNG TRADED FD VI
$1.6M
NDQINVESCO QQQ TR
$1.5M
GEGE AEROSPACE
$1.4M
IOOISHARES TR
$1.3M
AVGOBROADCOM INC
$1.3M
NFLXNETFLIX INC
$1.3M
PTCPTC INC
$1.2M
GOOGLALPHABET INC
$1.1M
SEIXVIRTUS ETF TR II
$1.1M
VVISA INC
$1.1M
WECWEC ENERGY GROUP INC
$1.1M
QCOMQUALCOMM INC
$1.1M
UBERUBER TECHNOLOGIES INC
$1.0M
T7DTRANSDIGM GROUP INC
$965K
KKRKKR & CO INC
$933K
HDHOME DEPOT INC
$928K
ORCLORACLE CORP
$928K
ABTABBOTT LABS
$918K
ILCGISHARES TR
$894K
LLYELI LILLY & CO
$855K
ADPAUTOMATIC DATA PROCESSING IN
$843K
ROPROPER TECHNOLOGIES INC
$843K
ROKROCKWELL AUTOMATION INC
$838K
BUFRFIRST TR EXCHNG TRADED FD VI
$838K
BRK/BBERKSHIRE HATHAWAY INC DEL
$837K
NOWSERVICENOW INC
$830K
GQ9SPDR GOLD TR
$819K
MPWRMONOLITHIC PWR SYS INC
$718K
LINLINDE PLC
$682K
VTIVANGUARD INDEX FDS
$682K
SCHXSCHWAB STRATEGIC TR
$648K
GEVGE VERNOVA INC
$528K
CSCOCISCO SYS INC
$500K
MAMASTERCARD INCORPORATED
$490K
VOOVANGUARD INDEX FDS
$482K
VTVVANGUARD INDEX FDS
$467K
RTXRTX CORPORATION
$443K
VBVANGUARD INDEX FDS
$442K
CVXCHEVRON CORP NEW
$440K
TJXTJX COS INC NEW
$412K
TSLATESLA INC
$409K
WMWASTE MGMT INC DEL
$403K
IWBISHARES TR
$402K
KMIKINDER MORGAN INC DEL
$387K
SOSOUTHERN CO
$372K
IWFISHARES TR
$350K
SCHASCHWAB STRATEGIC TR
$336K
XOMEXXON MOBIL CORP
$328K
PEPPEPSICO INC
$296K
PGRPROGRESSIVE CORP
$296K
MINTPIMCO ETF TR
$255K
SPYSPDR S&P 500 ETF TR
$237K
IEFISHARES TR
$226K
VIGVANGUARD SPECIALIZED FUNDS
$218K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$216K
UNPUNION PAC CORP
$216K
SCHDSCHWAB STRATEGIC TR
$214K
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