← 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
1201	TFO Tarbox Family Office Newport Beach, California	$40K	+$638	2	0.02%	Increased
1202	CB Community Bank Dewitt, New York	$39K	$0	1	0.01%	Maintained
1203	TFA Toth Financial Advisory Leesburg, Virginia	$39K	$0	2	0.01%	Maintained
1204	ATC Adirondack Trust Company Saratoga Springs, New York	$37K	+$1.91K	1	0.03%	Increased
1205	ACA Atlas Capital Advisors Jackson, Wyoming	$35.1K	$0	1	0.01%	Maintained
1206	BWA BDO Wealth Advisors Jacksonville, Florida	$34K	+$31.9K	1	0.01%	New
1207	ECM Exchange Capital Management Ann Arbor, Michigan	$34K	+$31.9K	1	0.01%	New
1208	LJHT Laurie J. Hall Trustee	$34K	$0	1	0.02%	Maintained
1209	NSIM North Star Investment Management Chicago, Illinois	$34K	$0	1	0%	Maintained
1210	PCM Peak Capital Management Greenwood Village, Colorado	$34K	+$34.7K	1	0.02%	New
1211	MassMutual Private Wealth & Trust Windsor, Connecticut	$33.4K	-$16.2K	2	0%	Reduced
1212	CHP Cable Hill Partners Portland, Oregon	$33K	-$20.6K	1	0.01%	Reduced
1213	Pathstone Family Office Englewood, New Jersey	$33K	-$25.1K	1	0.02%	Reduced
1214	AIS AlphaOne Investment Services West Chester, Pennsylvania	$32K	-$596K	1	0.01%	Reduced
1215	MUS Mitsubishi UFJ Securities Tokyo, Japan	$31K	+$29.3K	1	0.11%	New
1216	PW Price Wealth Austin, Texas	$30K	+$12.8K	1	0.01%	Increased
1217	ANBT American National Bank & Trust Wichita Falls, Texas	$29K	$0	1	0.01%	Maintained
1218	FCB First Command Bank Fort Worth, Texas	$29K	$0	2	0.01%	Maintained
1219	FCFS First Command Financial Services Fort Worth, Texas	$29K	-$1.02K	2	0%	Reduced
1220	MSA Marino Stram & Associates Braintree, Massachusetts	$29K	+$26.9K	1	0.03%	New
1221	PA Perennial Advisors New York	$28K	$0	2	0.02%	Maintained
1222	FCMT Founders Capital Management (Texas) Houston, Texas	$27K	$0	1	0.02%	Maintained
1223	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$27K	+$25.5K	1	0.01%	New
1224	RAM Riggs Asset Management Dallas, Pennsylvania	$27K	$0	1	0.01%	Maintained
1225	CAC Certified Advisory Corp Altamonte Springs, Florida	$26K	$0	1	0.01%	Maintained