Commonwealth Retirement Investments LLC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$310.6M

Holdings

434

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (434 positions)

StockValue
DTMDT MIDSTREAM INC COMMON STOCK
$35K
ORLYOREILLY AUTOMOTIVE INC COM
$34K
QQNITY ELECTRONICS INC COMMON STOCK
$33K
DDDUPONT DE NEMOURS INC COM
$33K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$33K
KMXCARMAX INC COM
$32K
QCOMQUALCOMM INC COM
$31K
SOXXISHARES SEMICONDUCTOR ETF
$31K
DSIISHARES ESG MSCI KLD 400 ETF
$31K
GEVGE VERNOVA INC COM
$30K
WMBWILLIAMS COS INC COM
$30K
DISDISNEY WALT CO COM
$29K
TYTRI CONTL CORP COM
$29K
GABGABELLI EQUITY TR INC COM
$29K
MMM3M CO COM
$28K
ORIOLD REP INTL CORP COM
$27K
KMIKINDER MORGAN INC DEL COM
$27K
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
$27K
VGLTVANGUARD LONG-TERM TREASURY ETF
$26K
FSLRFIRST SOLAR INC COM
$26K
RTXRTX CORPORATION COM
$26K
XYLXYLEM INC COM
$26K
BCSBARCLAYS PLC ADR
$25K
WPCWP CAREY INC COM
$25K
CRMSALESFORCE INC COM
$25K
DELLDELL TECHNOLOGIES INC CL C
$25K
BF/BBROWN FORMAN CORP CL B
$24K
GSGOLDMAN SACHS GROUP INC COM
$24K
MLMMARTIN MARIETTA MATLS INC COM
$24K
USXFISHARES ESG ADVANCED MSCI USA ETF
$24K
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
$24K
BLKBLACKROCK INC COM
$23K
CRUSCIRRUS LOGIC INC COM
$23K
XELXCEL ENERGY INC COM
$22K
PSXPHILLIPS 66 COM
$22K
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
$22K
MEDPMEDPACE HLDGS INC COM
$22K
DEDEERE & CO COM
$22K
FNFABRINET SHS
$22K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$22K
CCLCARNIVAL CORP COMMON STOCK
$22K
BPREBLUEROCK PVT REAL ESTATE FD COM
$21K
MTZMASTEC INC COM
$21K
UHSUNIVERSAL HLTH SVCS INC CL B
$21K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$21K
PKGPACKAGING CORP AMER COM
$20K
8CWCROWN CASTLE INC COM
$20K
TTETOTALENERGIES SE ACT
$20K
DTEDTE ENERGY CO COM
$19K
PAXSPIMCO ACCESS INCOME FUND SHS BENFIN INT
$19K
DNPDNP SELECT INCOME FD INC COM
$19K
MFMMFS MUN INCOME TR SH BEN INT
$19K
RYROYAL BK CDA COM
$18K
BMOBANK MONTREAL MEDIUM COM
$18K
FQIDIGITAL RLTY TR INC COM
$18K
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
$17K
TRVCCITIGROUP INC COM NEW
$17K
CEGCONSTELLATION ENERGY CORP COM
$17K
VKTXVIKING THERAPEUTICS INC COM
$17K
JAZZJAZZ PHARMACEUTICALS PLC SHS USD
$17K
HWMHOWMET AEROSPACE INC COM
$17K
PFGCPERFORMANCE FOOD GROUP CO COM
$16K
DOWDOW HLDGS INC COM
$16K
NVTNVENT ELECTRIC PLC SHS
$16K
HOODROBINHOOD MKTS INC COM CL A
$16K
AMTAMERICAN TOWER CORP COM
$16K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$16K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$16K
IYHISHARES U.S. HEALTHCARE ETF
$16K
APDAIR PRODUCTS AND CHEMICALS INC COM
$16K
PLTRPALANTIR TECHNOLOGIES INC CL A
$15K
ONTOONTO INNOVATION INC COM
$15K
SYKSTRYKER CORPORATION COM
$15K
SHWSHERWIN WILLIAMS CO COM
$15K
BGBUNGE GLOBAL SA COM SHS
$15K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$15K
POWLPOWELL INDS INC COM
$15K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$14K
IDUISHARES U.S. UTILITIES ETF
$14K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$14K
CNCCENTENE CORP DEL COM
$14K
FDXFEDEX CORP COM
$14K
BVSBIOVENTUS INC COM CL A
$14K
DYT1DYNEX CAP INC COM
$14K
PSECPROSPECT CAP CORP COM
$14K
IRTINDEPENDENCE RLTY TR INC COM
$14K
GDGENERAL DYNAMICS CORP COM
$14K
PLXSPLEXUS CORP COM
$14K
SHELSHELL PLC SPON ADS
$14K
FISVFISERV INC COM
$13K
VBKVANGUARD SMALL-CAP GROWTH ETF
$13K
DKNGDRAFTKINGS INC NEW COM CL A
$13K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$13K
SUSUNCOR ENERGY INC NEW COM
$13K
PHPARKER-HANNIFIN CORP COM
$12K
EMREMERSON ELEC CO COM
$12K
UALUNITED AIRLS HLDGS INC COM
$12K
VOOVANGUARD S&P 500 ETF
$12K
NBTBNBT BANCORP INC COM
$12K
VBRVANGUARD SMALL CAP VALUE ETF
$12K
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