← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3526	CD Chapin Davis Baltimore, Maryland	$260K	$0	1	0.08%	Maintained
3527	CSC Caldwell Sutter Capital Sausalito, California	$260K	+$45.5K	4	0.12%	Increased
3528	AC Avory & Company Miami, Florida	$260K	-$59.7K	1	0.15%	Reduced
3529	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$259K	-$5.11K	1	0.15%	Reduced
3530	ACA Atlas Capital Advisors Jackson, Wyoming	$259K	-$17.3K	4	0.03%	Reduced
3531	TCM Tufton Capital Management Hunt Valley, Maryland	$259K	$0	1	0.05%	Maintained
3532	MLA MB, Levis & Associates Center Valley, Pennsylvania	$259K	$0	4	0.13%	Maintained
3533	LT Legacy Trust Grand Rapids, Michigan	$258K	+$199K	1	0.06%	New
3534	CWM Crowley Wealth Management Wilmington, Delaware	$258K	+$247K	3	0.23%	New
3535	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$258K	+$2.29K	3	0.08%	Increased
3536	CAG Cypress Advisory Group Scottsdale, Arizona	$257K	+$245K	1	0.24%	New
3537	FDS First Dallas Securities Dallas, Texas	$257K	+$198K	1	0.1%	New
3538	SP Successful Portfolios Clearwater, Florida	$257K	+$198K	1	0.17%	New
3539	RC Rahlfs Capital Lake Kiowa, Texas	$257K	+$245K	1	0.25%	New
3540	WFA Wellspring Financial Advisors Cleveland, Ohio	$257K	+$3.51K	1	0.03%	Increased
3541	NG Novem Group Rochester, New York	$256K	+$245K	1	0.04%	New
3542	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$256K	$0	1	0.07%	Maintained
3543	QFA Quantum Financial Advisors El Segundo, California	$256K	-$24.3K	1	0.04%	Reduced
3544	SCM SOL Capital Management Rockville, Maryland	$255K	$0	1	0.03%	Maintained
3545	AZ Alpha Zero Boca Raton, Florida	$255K	+$243K	1	0.19%	New
3546	LJHT Laurie J. Hall Trustee	$254K	$0	2	0.08%	Maintained
3547	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$254K	+$195K	1	0.03%	New
3548	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$253K	+$242K	1	0.04%	New
3549	HFS Hughes Financial Services Herndon, Virginia	$253K	+$242K	1	0.05%	New
3550	UFF USA Financial Formulas Ada, Michigan	$253K	+$1.57K	1	0.04%	Increased