Modus Advisors, LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$379.1B

Holdings

354

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (354 positions)

StockValue
WFCWELLS FARGO & CO COM
$32.0M
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
$32.0M
JHXJAMES HARDIE INDS PLC ORD SHS
$31.0M
SOLVSOLVENTUM CORP COM SHS
$30.0M
VBRVANGUARD SMALL CAP VALUE ETF
$30.0M
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$30.0M
ETHAISHARES ETHEREUM TRUST ETF
$29.0M
IHIISHARES U.S. MEDICAL DEVICES ETF
$29.0M
PNCPNC FINL SVCS GROUP INC COM
$29.0M
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$28.0M
IYRISHARES U.S. REAL ESTATE ETF
$28.0M
ACHRARCHER AVIATION INC COM CL A
$28.0M
UNFUNIFIRST CORP MASS COM
$27.0M
DOCUDOCUSIGN INC COM
$27.0M
KMIKINDER MORGAN INC DEL COM
$27.0M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$27.0M
AIGAMERICAN INTL GROUP INC COM NEW
$26.0M
IWOISHARES RUSSELL 2000 GROWTH ETF
$26.0M
WFC 7.5 PERP LWELLS FARGO & CO PERP PFD CNV A
$25.0M
DEODIAGEO PLC SPON ADR NEW
$24.0M
DUKDUKE ENERGY CORP NEW COM NEW
$24.0M
AMDADVANCED MICRO DEVICES INC COM
$24.0M
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$23.0M
TRVCCITIGROUP INC COM NEW
$23.0M
CSCOCISCO SYS INC COM
$23.0M
GNRCGENERAC HLDGS INC COM
$23.0M
CSLCARLISLE COS INC COM
$23.0M
TSNTYSON FOODS INC CL A
$22.0M
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
$21.0M
USBUS BANCORP COM NEW
$21.0M
LULULULULEMON ATHLETICA INC COM
$20.0M
URAGLOBAL X URANIUM ETF
$20.0M
MPWRMONOLITHIC PWR SYS INC COM
$19.0M
DVNDEVON ENERGY CORP NEW COM
$18.0M
RSRELIANCE INC COM
$18.0M
PIIPOLARIS INC COM
$18.0M
IJHISHARES CORE S&P MID-CAP ETF
$18.0M
HONHONEYWELL INTL INC COM
$17.0M
SCHZSCHWAB US AGGREGATE BOND ETF
$17.0M
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$17.0M
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$17.0M
AWMSKYWORKS SOLUTIONS INC COM
$16.0M
GDGENERAL DYNAMICS CORP COM
$16.0M
IVEISHARES S&P 500 VALUE ETF
$16.0M
MIGASTRATEGY INC CL A NEW
$16.0M
CCOCAMECO CORP COM
$15.0M
NVONOVO-NORDISK A S ADR
$15.0M
SCZISHARES MSCI EAFE SMALL-CAP ETF
$15.0M
SGOLABRDN PHYSICAL GOLD SHARES ETF
$15.0M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$15.0M
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$14.0M
ARKKARK INNOVATION ETF
$14.0M
FTFRANKLIN UNVL TR SH BEN INT
$14.0M
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$14.0M
VRTXVERTEX PHARMACEUTICALS INC COM
$14.0M
WBDWARNER BROS DISCOVERY INC COM SER A
$13.0M
REMXVANECK RARE EARTH AND STRATEGIC METALS ETF
$12.0M
MDLNMEDLINE INC COM CL A
$11.0M
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
$11.0M
AXPAMERICAN EXPRESS CO COM
$11.0M
CAVACAVA GROUP INC COM
$11.0M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$10.0M
AAOIAPPLIED OPTOELECTRONICS INC COM
$10.0M
RCLROYAL CARIBBEAN GROUP COM
$10.0M
FANGDIAMONDBACK ENERGY INC COM
$9.0M
NUENUCOR CORP COM
$9.0M
BMYBRISTOL-MYERS SQUIBB CO COM
$9.0M
BSVVANGUARD SHORT-TERM BOND ETF
$9.0M
VSTSVESTIS CORPORATION COM SHS
$9.0M
ECLECOLAB INC COM
$8.0M
RG6ROGERS CORP COM
$8.0M
XLBSTATE STREET MATERIALS SELECT SECTOR SPDR ETF
$8.0M
CGCARLYLE GROUP INC COM
$8.0M
HEIHEICO CORP NEW COM
$7.0M
MOALTRIA GROUP INC COM
$7.0M
METMETLIFE INC COM
$7.0M
GWWWW GRAINGER INC COM
$7.0M
MARMARRIOTT INTL INC NEW CL A
$7.0M
WYNNWYNN RESORTS LTD COM
$7.0M
IWMISHARES RUSSELL 2000 ETF
$7.0M
IVESDAN IVES WEDBUSH AI REVOLUTION ETF
$7.0M
LVSLAS VEGAS SANDS CORP COM
$7.0M
KWEBKRANESHARES CSI CHINA INTERNET ETF
$6.0M
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
$6.0M
NFJVIRTUS DIVIDEND INTEREST & PR COM
$6.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$6.0M
ISRGINTUITIVE SURGICAL INC COM NEW
$6.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.0M
OXYOCCIDENTAL PETE CORP COM
$6.0M
INTCINTEL CORP COM
$6.0M
CCLCARNIVAL CORP COMMON STOCK
$5.0M
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM
$5.0M
PDDPDD HOLDINGS INC SPONSORED ADS
$5.0M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$5.0M
ROLROLLINS INC COM
$4.0M
TERTERADYNE INC COM
$4.0M
BROBROWN & BROWN INC COM
$4.0M
HLTHILTON WORLDWIDE HLDGS INC COM
$4.0M
ADIANALOG DEVICES INC COM
$4.0M
TMQTRILOGY METALS INC NEW COM
$4.0M
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