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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
1951	IIA IPG Investment Advisors San Diego, California	$2.05M	-$2.21M	1	0.3%	Reduced
1952	DA Dillon & Associates Jackson, Michigan	$2.05M	-$3.51M	2	0.25%	Reduced
1953	CPC CFC Planning Company Cicero, Indiana	$2.05M	-$115K	1	1.2%	Reduced
1954	MCM Monarch Capital Management Fort Wayne, Indiana	$2.04M	+$409K	1	0.47%	Increased
1955	VIM VELA Investment Management New Albany, Ohio	$2.04M	-$369K	3	0.44%	Reduced
1956	UWS Unique Wealth Strategies Burr Ridge, Illinois	$2.04M	-$315K	3	0.74%	Reduced
1957	CP Canopy Partners Cincinnati, Ohio	$2.03M	-$402K	3	0.61%	Reduced
1958	WA WBH Advisory Baltimore, Maryland	$2.03M	+$641	3	0.14%	Increased
1959	Jensen Investment Management Lake Oswego, Oregon	$2.03M	-$635K	1	0.05%	Reduced
1960	CA Continuum Advisory Eagle, Idaho	$2.02M	-$524K	5	0.16%	Reduced
1961	Mizuho Markets Americas New York	$2.02M	+$1.72M	2	0.03%	Increased
1962	AA Alta Advisers London, United Kingdom	$2.02M	$0	3	0.46%	Maintained
1963	ZIG Zullo Investment Group Scranton, Pennsylvania	$2.02M	+$100K	3	0.69%	Increased
1964	TC Triata Capital Hong Kong	$2.02M	$0	1	0.34%	Maintained
1965	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$2.01M	+$46K	2	0.29%	Increased
1966	SB Strategic Blueprint Atlanta, Georgia	$2.01M	-$735K	2	0.1%	Reduced
1967	SFO Stenger Family Office Naperville, Illinois	$2.01M	+$97.4K	2	0.32%	Increased
1968	CA Claro Advisors Boston, Massachusetts	$2.01M	-$83K	3	0.21%	Reduced
1969	DP Dearborn Partners Chicago, Illinois	$2M	+$223K	3	0.11%	Increased
1970	SP SmartHarvest Portfolios Poulsbo, Washington	$2M	-$297K	5	0.65%	Reduced
1971	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.99M	+$1.98M	1	0.49%	New
1972	PCMU Paragon Capital Management (Utah) Provo, Utah	$1.98M	+$1.04M	2	1.47%	Increased
1973	CCP Cunning Capital Partners Morrisville, North Carolina	$1.98M	$0	1	0.8%	Maintained
1974	OFS OneAscent Financial Services Birmingham, Alabama	$1.98M	+$5.02K	4	0.09%	Increased
1975	AP Advisors Preferred Rockville, Maryland	$1.98M	$0	1	0.31%	Maintained