Market Value199,853,011
Total Holdings864
File Date2025-08-05
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
WBND / Legg Mason ETF Investment Trust - Western Asset Total Return ETF
ADBE / Adobe Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
SNOW / Snowflake Inc.
WCC / WESCO International, Inc.
QCOM / QUALCOMM Incorporated
RPM / RPM International Inc.
REG / Regency Centers Corporation
CHTR / Charter Communications, Inc.
HAL / Halliburton Company
JNPR / Juniper Networks, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
V / Visa Inc.
HEI / HEICO Corporation
TFC / Truist Financial Corporation
CRM / Salesforce, Inc.
GLDD / Great Lakes Dredge & Dock Corporation
FRT / Federal Realty Investment Trust
COTY / Coty Inc.
S / SentinelOne, Inc.
LNG / Cheniere Energy, Inc.
PFG / Principal Financial Group, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
MIDD / The Middleby Corporation
ICE / Intercontinental Exchange, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
LCID / Lucid Group, Inc.
MRNA / Moderna, Inc.
TSLA / Tesla, Inc.
SKYT / SkyWater Technology, Inc.
PFGC / Performance Food Group Company
SPG / Simon Property Group, Inc.
OGI / Organigram Global Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
CDW / CDW Corporation
IP / International Paper Company
LAZ / Lazard, Inc.
MANH / Manhattan Associates, Inc.
RTX / RTX Corporation
APD / Air Products and Chemicals, Inc.
BMRN / BioMarin Pharmaceutical Inc.
XYZ / Block, Inc.
CMG / Chipotle Mexican Grill, Inc.
RDDT / Reddit, Inc.
KD / Kyndryl Holdings, Inc.
CTM / Castellum, Inc.
RBLX / Roblox Corporation
PM / Philip Morris International Inc.
ONTO / Onto Innovation Inc.
GEV / GE Vernova Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
MORN / Morningstar, Inc.
KIM / Kimco Realty Corporation
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
POST / Post Holdings, Inc.
MMM / 3M Company
H / Hyatt Hotels Corporation
HOG / Harley-Davidson, Inc.
CLF / Cleveland-Cliffs Inc.
HLT / Hilton Worldwide Holdings Inc.
CISO / CISO Global Inc.
FTNT / Fortinet, Inc.
MDLZ / Mondelez International, Inc.
PANW / Palo Alto Networks, Inc.
TLRY / Tilray Brands, Inc.
ECL / Ecolab Inc.
BX / Blackstone Inc.
UNM / Unum Group
OLED / Universal Display Corporation
HAS / Hasbro, Inc.
ELV / Elevance Health, Inc.
UNH / UnitedHealth Group Incorporated
TXRH / Texas Roadhouse, Inc.
ANSS / ANSYS, Inc.
CRS / Carpenter Technology Corporation
RL / Ralph Lauren Corporation
PEGA / Pegasystems Inc.
PAG / Penske Automotive Group, Inc.
SSB / SouthState Bank Corporation
DVA / DaVita Inc.
LAD / Lithia Motors, Inc.
UMBF / UMB Financial Corporation
BIO / Bio-Rad Laboratories, Inc.
LTH / Life Time Group Holdings, Inc.
CFR / Cullen/Frost Bankers, Inc.
ALB / Albemarle Corporation
CIVI / Civitas Resources, Inc.
CRL / Charles River Laboratories International, Inc.
CFLT / Confluent, Inc.
PLNT / Planet Fitness, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
LMB / Limbach Holdings, Inc.
NU / Nu Holdings Ltd.
BYD / Boyd Gaming Corporation
EG / Everest Group, Ltd.
SNA / Snap-on Incorporated
UI / Ubiquiti Inc.
EVR / Evercore Inc.
RVMD / Revolution Medicines, Inc.
AR / Antero Resources Corporation
BPMC / Blueprint Medicines Corporation
FN / Fabrinet
MKSI / MKS Inc.
RNR / RenaissanceRe Holdings Ltd.
KEX / Kirby Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ELUT / Elutia Inc.
SN / SharkNinja, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MPWR / Monolithic Power Systems, Inc.
SNV / Synovus Financial Corp.
MOD / Modine Manufacturing Company
CART / Maplebear Inc.
ZBRA / Zebra Technologies Corporation
WKEY / WISeKey International Holding AG - Depositary Receipt (Common Stock)
CR / Crane Company
PAYS / Paysign, Inc.
LFVN / LifeVantage Corporation
RGTI / Rigetti Computing, Inc.
CVS / CVS Health Corporation
PRU / Prudential Financial, Inc.
CBRE / CBRE Group, Inc.
AU / AngloGold Ashanti plc
DJTWW / Trump Media & Technology Group Corp. - Equity Warrant
FITE / SPDR Series Trust - State Street SPDR S&P Kensho Future Security ETF
WTFC / Wintrust Financial Corporation
GMED / Globus Medical, Inc.
CYTK / Cytokinetics, Incorporated
LPX / Louisiana-Pacific Corporation
HDRO / ETF Series Solutions - Defiance Next Gen H2 ETF
INDA / iShares Trust - iShares MSCI India ETF
OGI / Organigram Global Inc.
INSP / Inspire Medical Systems, Inc.
WBS / Webster Financial Corporation
HSDT / Solana Company
LFUS / Littelfuse, Inc.
RKLB / Rocket Lab Corporation
X / United States Steel Corporation
DFS / Discover Financial Services
SNX / TD SYNNEX Corporation
EWU / iShares Trust - iShares MSCI United Kingdom ETF
BERY / Berry Global Group, Inc.
RRX / Regal Rexnord Corporation
ALLE / Allegion plc
RAL / Ralliant Corporation
GWW / W.W. Grainger, Inc.
MRK / Merck & Co., Inc.
ZM / Zoom Communications, Inc.
MTZ / MasTec, Inc.
DECK / Deckers Outdoor Corporation
TOST / Toast, Inc.
CMI / Cummins Inc.
CBOE / Cboe Global Markets, Inc.
ZS / Zscaler, Inc.
SOFI / SoFi Technologies, Inc.
AZEK / The AZEK Company Inc.
EMR / Emerson Electric Co.
HCA / HCA Healthcare, Inc.
LUV / Southwest Airlines Co.
HIG / The Hartford Insurance Group, Inc.
NEE / NextEra Energy, Inc.
ESS / Essex Property Trust, Inc.
SHOP / Shopify Inc.
ADSK / Autodesk, Inc.
BAH / Booz Allen Hamilton Holding Corporation
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
KDP / Keurig Dr Pepper Inc.
NDAQ / Nasdaq, Inc.
ISRG / Intuitive Surgical, Inc.
TEAM / Atlassian Corporation
COHR / Coherent Corp.
ONB / Old National Bancorp
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
HLNE / Hamilton Lane Incorporated
SAIA / Saia, Inc.
UGA / United States Gasoline Fund, LP - Limited Partnership
INFA / Informatica Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ESAB / ESAB Corporation
HST / Host Hotels & Resorts, Inc.
ORLY / O'Reilly Automotive, Inc.
PPC / Pilgrim's Pride Corporation
FFIN / First Financial Bankshares, Inc.
ARE / Alexandria Real Estate Equities, Inc.
EIX / Edison International
CPRT / Copart, Inc.
ODFL / Old Dominion Freight Line, Inc.
QQQE / Direxion Shares ETF Trust - NASDAQ-100 Equal Weighted Index ETF
TWLO / Twilio Inc.
CRUS / Cirrus Logic, Inc.
PCAR / PACCAR Inc
DOV / Dover Corporation
CRBG / Corebridge Financial, Inc.
EOG / EOG Resources, Inc.
COO / The Cooper Companies, Inc.
HBAN / Huntington Bancshares Incorporated
BRBS / Blue Ridge Bankshares, Inc.
ES / Eversource Energy
MDB / MongoDB, Inc.
SKX / Skechers U.S.A., Inc.
BH / Biglari Holdings Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VLTO / Veralto Corporation
NNN / NNN REIT, Inc.
NFLX / Netflix, Inc.
DVLT / Datavault AI Inc.
LULU / lululemon athletica inc.
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF
CHX / ChampionX Corporation
HES / Hess Corporation
ALK / Alaska Air Group, Inc.
UGI / UGI Corporation
RS / Reliance, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EXP / Eagle Materials Inc.
SLGN / Silgan Holdings Inc.
IONQ / IonQ, Inc.
RVTY / Revvity, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
AMZN / Amazon.com, Inc.
CRWV / CoreWeave, Inc.
AMH / American Homes 4 Rent
SNAP / Snap Inc.
F / Ford Motor Company
SYF / Synchrony Financial
GOOG / Alphabet Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
MA / Mastercard Incorporated
PGR / The Progressive Corporation
NEOG / Neogen Corporation
VZ / Verizon Communications Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
STX / Seagate Technology Holdings plc
AMGN / Amgen Inc.
AJG / Arthur J. Gallagher & Co.
DINO / HF Sinclair Corporation
CCI / Crown Castle Inc.
FAST / Fastenal Company
CNP / CenterPoint Energy, Inc.
GILD / Gilead Sciences, Inc.
GFS / GLOBALFOUNDRIES Inc.
MGM / MGM Resorts International
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
NOC / Northrop Grumman Corporation
ANF / Abercrombie & Fitch Co.
PSTG / Everpure, Inc.
PNC / The PNC Financial Services Group, Inc.
TRV / The Travelers Companies, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
CMCSA / Comcast Corporation
GRMN / Garmin Ltd.
NTRS / Northern Trust Corporation
XPO / XPO, Inc.
HII / Huntington Ingalls Industries, Inc.
AVY / Avery Dennison Corporation
CVLT / Commvault Systems, Inc.
DTE / DTE Energy Company
EBAY / eBay Inc.
SYY / Sysco Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MASI / Masimo Corporation
DVN / Devon Energy Corporation
IBKR / Interactive Brokers Group, Inc.
REAX / The Real Brokerage Inc.
CVNA / Carvana Co.
BRBR / BellRing Brands, Inc.
LNW / Light & Wonder, Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
EPAM / EPAM Systems, Inc.
KOPN / Kopin Corporation
BKR / Baker Hughes Company
MSI / Motorola Solutions, Inc.
TOL / Toll Brothers, Inc.
CHRD / Chord Energy Corporation
SYK / Stryker Corporation
USB / U.S. Bancorp
EQT / EQT Corporation
VSCO / Victoria's Secret & Co.
DE / Deere & Company
HEI.A / HEICO Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BF.B / Brown-Forman Corporation
VICI / VICI Properties Inc.
EQR / Equity Residential
KO / The Coca-Cola Company
RLMD / Relmada Therapeutics, Inc.
VMC / Vulcan Materials Company
KHC / The Kraft Heinz Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AAPL / Apple Inc.
SLB / SLB N.V.
XOM / Exxon Mobil Corporation
AVGO / Broadcom Inc.
PAYC / Paycom Software, Inc.
JEF / Jefferies Financial Group Inc.
JLL / Jones Lang LaSalle Incorporated
DRI / Darden Restaurants, Inc.
ANET / Arista Networks, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
WELL / Welltower Inc.
PHM / PulteGroup, Inc.
DIS / The Walt Disney Company
A / Agilent Technologies, Inc.
IRM / Iron Mountain Incorporated
DOCU / DocuSign, Inc.
QSI / Quantum-Si incorporated
ACWI / iShares Trust - iShares MSCI ACWI ETF
EXEL / Exelixis, Inc.
CINF / Cincinnati Financial Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
INVH / Invitation Homes Inc.
BBWI / Bath & Body Works, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ELAN / Elanco Animal Health Incorporated
TSCO / Tractor Supply Company
ET / Energy Transfer LP - Limited Partnership
EWBC / East West Bancorp, Inc.
ITW / Illinois Tool Works Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
STE / STERIS plc
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AMP / Ameriprise Financial, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BXP / Boston Properties, Inc.
CSX / CSX Corporation
LSTR / Landstar System, Inc.
CF / CF Industries Holdings, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
COLB / Columbia Banking System, Inc.
LEN / Lennar Corporation
ITCI / Intra-Cellular Therapies, Inc.
SEIC / SEI Investments Company
SJM / The J. M. Smucker Company
CNH / CNH Industrial N.V.
SPRY / ARS Pharmaceuticals, Inc.
MAGN / Magnera Corporation
ENIC / Enel Chile S.A. - Depositary Receipt (Common Stock)
OWL / Blue Owl Capital Inc.
CMA / Comerica Incorporated
AVTR / Avantor, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
VNO / Vornado Realty Trust
NVTS / Navitas Semiconductor Corporation
MPB / Mid Penn Bancorp, Inc.
JHG / Janus Henderson Group plc
EXPD / Expeditors International of Washington, Inc.
MCK / McKesson Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CCL / Carnival Corporation Ltd.
TPG / TPG Inc.
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
IBIT / iShares Bitcoin Trust ETF
QQQ / Invesco QQQ Trust, Series 1
WAT / Waters Corporation
TMO / Thermo Fisher Scientific Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
HOMB / Home BancShares, Inc.
CTRA / Coterra Energy Inc.
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
GSC / Goldman Sachs ETF Trust - Goldman Sachs Small Cap Equity ETF
GBTG / Global Business Travel Group, Inc.
MO / Altria Group, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
FDSB / Fifth District Bancorp, Inc.
BBY / Best Buy Co., Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
PAYX / Paychex, Inc.
AXP / American Express Company
EXC / Exelon Corporation
WYNN / Wynn Resorts, Limited
PTC / PTC Inc.
GLD / SPDR Gold Shares
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IDV / iShares Trust - iShares International Select Dividend ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
KR / The Kroger Co.
CAT / Caterpillar Inc.
WWD / Woodward, Inc.
SFD / Smithfield Foods, Inc.
DOW / Dow Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CRWD / CrowdStrike Holdings, Inc.
UAL / United Airlines Holdings, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LYB / LyondellBasell Industries N.V.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
TD / The Toronto-Dominion Bank
EPD / Enterprise Products Partners L.P. - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
JCI / Johnson Controls International plc
DELL / Dell Technologies Inc.
MKC / McCormick & Company, Incorporated
OMF / OneMain Holdings, Inc.
RCL / Royal Caribbean Cruises Ltd.
FORA / Forian Inc.
J / Jacobs Solutions Inc.
AEE / Ameren Corporation
SCI / Service Corporation International
ROK / Rockwell Automation, Inc.
WTW / Willis Towers Watson Public Limited Company
NVR / NVR, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ULTA / Ulta Beauty, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
CHWY / Chewy, Inc.
RIVN / Rivian Automotive, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EQH / Equitable Holdings, Inc.
AMKR / Amkor Technology, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SPY / State Street SPDR S&P 500 ETF Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GIS / General Mills, Inc.
MET / MetLife, Inc.
FANG / Diamondback Energy, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
FISV / Fiserv, Inc.
DG / Dollar General Corporation
WBD / Warner Bros. Discovery, Inc.
DD / DuPont de Nemours, Inc.
VRT / Vertiv Holdings Co
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
DNP / DNP Select Income Fund Inc.
GPK / Graphic Packaging Holding Company
PR / Permian Resources Corporation
SPHR / Sphere Entertainment Co.
HUM / Humana Inc.
EQIX / Equinix, Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
SFY / Tidal Trust I - SoFi Select 500 ETF
IVZ / Invesco Ltd.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
BRK.B / Berkshire Hathaway Inc.
HRL / Hormel Foods Corporation
FNF / Fidelity National Financial, Inc.
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
BN / Brookfield Corporation
WDC / Western Digital Corporation
WH / Wyndham Hotels & Resorts, Inc.
BR / Broadridge Financial Solutions, Inc.
VST / Vistra Corp.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
INDI / indie Semiconductor, Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
PPL / PPL Corporation
MRVL / Marvell Technology, Inc.
CUBE / CubeSmart
WM / Waste Management, Inc.
EME / EMCOR Group, Inc.
GAB / The Gabelli Equity Trust Inc.
VRSK / Verisk Analytics, Inc.
RSG / Republic Services, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ETHE / Grayscale Ethereum Staking ETF
BTC / Grayscale Bitcoin Mini Trust
RCI / Rogers Communications Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
BAC.PRL / Bank of America Corporation - Preferred Stock
NXPI / NXP Semiconductors N.V.
MUB / iShares Trust - iShares National Muni Bond ETF
AFRM / Affirm Holdings, Inc.
NYT / The New York Times Company
ABNB / Airbnb, Inc.
C / Citigroup Inc.
MSTR / Strategy Inc
CIEN / Ciena Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
RYAN / Ryan Specialty Holdings, Inc.
BALL / Ball Corporation
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
XOVR / EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF
VFC / V.F. Corporation
TOWN / TowneBank
EMCR / DBX ETF Trust - Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MAS / Masco Corporation
KLAC / KLA Corporation
QLD / ProShares Trust - ProShares Ultra QQQ
FWONK / Formula One Group
XYL / Xylem Inc.
NBBK / NB Bancorp, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SRBK / SR Bancorp, Inc.
ZION / Zions Bancorporation, National Association
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SMCI / Super Micro Computer, Inc.
NTR / Nutrien Ltd.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MSGS / Madison Square Garden Sports Corp.
IDEF / BlackRock ETF Trust - iShares Defense Industrials Active ETF
O / Realty Income Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WPC / W. P. Carey Inc.
KKR / KKR & Co. Inc.
BC / Brunswick Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
NET / Cloudflare, Inc.
SSNT / SilverSun Technologies, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
EOS / Eaton Vance Enhanced Equity Income Fund II
RNA / Atrium Therapeutics, Inc.
VLO / Valero Energy Corporation
FOX / Fox Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EL / The Estée Lauder Companies Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
GPN / Global Payments Inc.
AMT / American Tower Corporation
SWKS / Skyworks Solutions, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CLST / Catalyst Bancorp, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
MTDR / Matador Resources Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
RGA / Reinsurance Group of America, Incorporated
ECBK / ECB Bancorp, Inc.
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
NTRA / Natera, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CGC / Canopy Growth Corporation
PCOR / Procore Technologies, Inc.
HOOD / Robinhood Markets, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
CHD / Church & Dwight Co., Inc.
CG / The Carlyle Group Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ARCO / Arcos Dorados Holdings Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
FERG / Ferguson Enterprises Inc.
LOW / Lowe's Companies, Inc.
FIS / Fidelity National Information Services, Inc.
IGT / International Game Technology PLC
VTV / Vanguard Index Funds - Vanguard Value ETF
GGG / Graco Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DHI / D.R. Horton, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BILL / BILL Holdings, Inc.
COCH / Envoy Medical, Inc.
DOC / Healthpeak Properties, Inc.
TKO / TKO Group Holdings, Inc.
TRU / TransUnion
CDNS / Cadence Design Systems, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MAT / Mattel, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KNX / Knight-Swift Transportation Holdings Inc.
FYBR / Frontier Communications Parent, Inc.
EXPE / Expedia Group, Inc.
GEHC / GE HealthCare Technologies Inc.
WFC / Wells Fargo & Company
MMC / Marsh & McLennan Companies, Inc.
BLK / BlackRock, Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
ARES / Ares Management Corporation
FR / First Industrial Realty Trust, Inc.
ETH / Grayscale Ethereum Staking Mini ETF
INTU / Intuit Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
KNSL / Kinsale Capital Group, Inc.
ACHR / Archer Aviation Inc.
CEG / Constellation Energy Corporation
EQX / Equinox Gold Corp.
MNST / Monster Beverage Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DTM / DT Midstream, Inc.
BTGD / Tidal Trust II - STKd 100% Bitcoin & 100% Gold ETF
THC / Tenet Healthcare Corporation
LH / Labcorp Holdings Inc.
LLY / Eli Lilly and Company
ZG / Zillow Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ROIV / Roivant Sciences Ltd.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IEX / IDEX Corporation
LUNR / Intuitive Machines, Inc.
PINS / Pinterest, Inc.
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
VIK / Viking Holdings Ltd
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
AFL / Aflac Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BCC / Boise Cascade Company
MCO / Moody's Corporation
UBER / Uber Technologies, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
NUE / Nucor Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
CHRW / C.H. Robinson Worldwide, Inc.
OC / Owens Corning
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
GS / The Goldman Sachs Group, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
PAAS / Pan American Silver Corp.
NSTS / NSTS Bancorp, Inc.
PD / PagerDuty, Inc.
NXT / Nextpower Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
HPQ / HP Inc.
ESTC / Elastic N.V.
TTD / The Trade Desk, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
USFD / US Foods Holding Corp.
NMAX / Newsmax Inc.
NVDA / NVIDIA Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
JOBY / Joby Aviation, Inc.
PSLV / Sprott Physical Silver Trust
VTR / Ventas, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
NIO / NIO Inc. - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
MKL / Markel Group Inc.
HSDT / Solana Company
DUOL / Duolingo, Inc.
AYI / Acuity Inc.
WEN / The Wendy's Company
UHALB / U-Haul Holding Company - Series N
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
LKQ / LKQ Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
CCK / Crown Holdings, Inc.
K / Kellanova
ATHA / LeonaBio, Inc.
OKTA / Okta, Inc.
DNUT / Krispy Kreme, Inc.
SUI / Sun Communities, Inc.
ETSY / Etsy, Inc.
AMCR / Amcor plc
JRVR / James River Group Holdings, Inc.
BROS / Dutch Bros Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
UHS / Universal Health Services, Inc.
QUBT / Quantum Computing Inc.
WMPN / William Penn Bancorporation
HLI / Houlihan Lokey, Inc.
SOUN / SoundHound AI, Inc.
CCC / CCC Intelligent Solutions Holdings Inc.
RGEN / Repligen Corporation
GPC / Genuine Parts Company
TDY / Teledyne Technologies Incorporated
DLTR / Dollar Tree, Inc.
CFG / Citizens Financial Group, Inc.
DDOG / Datadog, Inc.
AGNC / AGNC Investment Corp.
PPG / PPG Industries, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
MCD / McDonald's Corporation
APO / Apollo Global Management, Inc.
BRY / Berry Corporation
GME / GameStop Corp.
KMI / Kinder Morgan, Inc.
VOYA / Voya Financial, Inc.
DNB / Dun & Bradstreet Holdings, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
JBL / Jabil Inc.
JKHY / Jack Henry & Associates, Inc.
LW / Lamb Weston Holdings, Inc.
ADP / Automatic Data Processing, Inc.
RITM / Rithm Capital Corp.
GE / General Electric Company
PATH / UiPath, Inc.
RMD / ResMed Inc.
JNJ / Johnson & Johnson
OXY / Occidental Petroleum Corporation
ASTS / AST SpaceMobile, Inc.
KVUE / Kenvue Inc.
AMD / Advanced Micro Devices, Inc.
PYPL / PayPal Holdings, Inc.
PLTR / Palantir Technologies Inc.
PCG / PG&E Corporation
CI / The Cigna Group
LRCX / Lam Research Corporation
ROP / Roper Technologies, Inc.
HD / The Home Depot, Inc.
PFE / Pfizer Inc.
MTCH / Match Group, Inc.
ON / ON Semiconductor Corporation
T / AT&T Inc.
GLW / Corning Incorporated
PH / Parker-Hannifin Corporation
ORCL / Oracle Corporation
NOW / ServiceNow, Inc.
QBTS / D-Wave Quantum Inc.
DHR / Danaher Corporation
ZTS / Zoetis Inc.
GEN / Gen Digital Inc.
BRKR / Bruker Corporation
HWM / Howmet Aerospace Inc.
META / Meta Platforms, Inc.
GM / General Motors Company
CLX / The Clorox Company
CL / Colgate-Palmolive Company
GOOGL / Alphabet Inc.
AIG / American International Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
FTI / TechnipFMC plc
HPE / Hewlett Packard Enterprise Company
BAX / Baxter International Inc.
RKLB / Rocket Lab Corporation
AON / Aon plc
GWRE / Guidewire Software, Inc.
UPS / United Parcel Service, Inc.
MAA / Mid-America Apartment Communities, Inc.
BIIB / Biogen Inc.
BA / The Boeing Company
DAL / Delta Air Lines, Inc.
TTWO / Take-Two Interactive Software, Inc.
ACGL / Arch Capital Group Ltd.
MPC / Marathon Petroleum Corporation
FOXA / Fox Corporation
LSCC / Lattice Semiconductor Corporation
CNC / Centene Corporation
GTLB / GitLab Inc.
ADM / Archer-Daniels-Midland Company
TKR / The Timken Company
ILMN / Illumina, Inc.
SLVM / Sylvamo Corporation
ACN / Accenture plc
IDXX / IDEXX Laboratories, Inc.
KMB / Kimberly-Clark Corporation
NRG / NRG Energy, Inc.
CPAY / Corpay, Inc.
EA / Electronic Arts Inc.
DASH / DoorDash, Inc.
ADI / Analog Devices, Inc.
FSLR / First Solar, Inc.
ABT / Abbott Laboratories
COP / ConocoPhillips
NTAP / NetApp, Inc.
BAC / Bank of America Corporation
FDX / FedEx Corporation
SO / The Southern Company
SBUX / Starbucks Corporation
IBM / International Business Machines Corporation
AXTA / Axalta Coating Systems Ltd.
FCX / Freeport-McMoRan Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DKNG / DraftKings Inc.
WMT / Walmart Inc.
PNR / Pentair plc
WEC / WEC Energy Group, Inc.
ELS / Equity LifeStyle Properties, Inc.
ED / Consolidated Edison, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HSY / The Hershey Company
APP / AppLovin Corporation
JPM / JPMorgan Chase & Co.
SRE / Sempra
CSGP / CoStar Group, Inc.
LPLA / LPL Financial Holdings Inc.
TMUS / T-Mobile US, Inc.
LIN / Linde plc
ATO / Atmos Energy Corporation
LDOS / Leidos Holdings, Inc.
CVX / Chevron Corporation
REGN / Regeneron Pharmaceuticals, Inc.
OGN / Organon & Co.
WMB / The Williams Companies, Inc.
EW / Edwards Lifesciences Corporation
YUM / Yum! Brands, Inc.
CME / CME Group Inc.
INTC / Intel Corporation
ABBV / AbbVie Inc.
CTAS / Cintas Corporation
TXN / Texas Instruments Incorporated
IWM / iShares Trust - iShares Russell 2000 ETF
OMC / Omnicom Group Inc.
STT / State Street Corporation
HON / Honeywell International Inc.
SPGI / S&P Global Inc.
TYL / Tyler Technologies, Inc.
TSN / Tyson Foods, Inc.
BEN / Franklin Resources, Inc.
PSX / Phillips 66
RJF / Raymond James Financial, Inc.
IT / Gartner, Inc.
EXAS / Exact Sciences Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GL / Globe Life Inc.
MTD / Mettler-Toledo International Inc.
BDX / Becton, Dickinson and Company
AKAM / Akamai Technologies, Inc.
PKG / Packaging Corporation of America
AAL / American Airlines Group Inc.
AMAT / Applied Materials, Inc.
ETN / Eaton Corporation plc
SHW / The Sherwin-Williams Company
GD / General Dynamics Corporation
OTIS / Otis Worldwide Corporation
CSCO / Cisco Systems, Inc.
FLEX / Flex Ltd.
MAR / Marriott International, Inc.
NTNX / Nutanix, Inc.
NKE / NIKE, Inc.
ROKU / Roku, Inc.
PODD / Insulet Corporation
MS / Morgan Stanley
APH / Amphenol Corporation
PLD / Prologis, Inc.
CAH / Cardinal Health, Inc.
CRH / CRH plc
LNC / Lincoln National Corporation
NBIX / Neurocrine Biosciences, Inc.
EXE / Expand Energy Corporation
CAG / Conagra Brands, Inc.
BSX / Boston Scientific Corporation
LECO / Lincoln Electric Holdings, Inc.
EMN / Eastman Chemical Company
TJX / The TJX Companies, Inc.
BG / Bunge Global SA
DUK / Duke Energy Corporation
VTRS / Viatris Inc.
CAVA / CAVA Group, Inc.
MSFT / Microsoft Corporation
PWR / Quanta Services, Inc.
DGX / Quest Diagnostics Incorporated
FITB / Fifth Third Bancorp
MTB / M&T Bank Corporation
TGT / Target Corporation
AXON / Axon Enterprise, Inc.
NSC / Norfolk Southern Corporation
SNDK / Sandisk Corporation
SEE / Sealed Air Corporation
LMT / Lockheed Martin Corporation
WTRG / Essential Utilities, Inc.
ALL / The Allstate Corporation
IQV / IQVIA Holdings Inc.
LVS / Las Vegas Sands Corp.
SWK / Stanley Black & Decker, Inc.
WDAY / Workday, Inc.
COR / Cencora, Inc.
MTN / Vail Resorts, Inc.
SGI / Somnigroup International Inc.
OKE / ONEOK, Inc.
NDSN / Nordson Corporation
COST / Costco Wholesale Corporation
TDG / TransDigm Group Incorporated
PSA / Public Storage
EXR / Extra Space Storage Inc.
MDT / Medtronic plc
FLUT / Flutter Entertainment plc
ALGN / Align Technology, Inc.
POOL / Pool Corporation
PEP / PepsiCo, Inc.
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
TXT / Textron Inc.
PDLB / Ponce Financial Group, Inc.
IFF / International Flavors & Fragrances Inc.
FFIV / F5, Inc.
ENTG / Entegris, Inc.
RRC / Range Resources Corporation
BRO / Brown & Brown, Inc.
MCHP / Microchip Technology Incorporated
LYV / Live Nation Entertainment, Inc.
SSNC / SS&C Technologies Holdings, Inc.
COF / Capital One Financial Corporation
EFX / Equifax Inc.
NECB / Northeast Community Bancorp, Inc.
ROL / Rollins, Inc.
CMS / CMS Energy Corporation
LEN / Lennar Corporation
BLDR / Builders FirstSource, Inc.
SNPS / Synopsys, Inc.
TER / Teradyne, Inc.
BK / The Bank of New York Mellon Corporation
AAON / AAON, Inc.
UNP / Union Pacific Corporation
COIN / Coinbase Global, Inc.
TEL / TE Connectivity plc
LHX / L3Harris Technologies, Inc.
ROST / Ross Stores, Inc.
SFM / Sprouts Farmers Market, Inc.
IOT / Samsara Inc.
AA / Alcoa Corporation
TROW / T. Rowe Price Group, Inc.
ITT / ITT Inc.
KEY / KeyCorp
WSM / Williams-Sonoma, Inc.
APA / APA Corporation
FOUR / Shift4 Payments, Inc.
PEG / Public Service Enterprise Group Incorporated
DLR / Digital Realty Trust, Inc.
CADE / Cadence Bank
HUBS / HubSpot, Inc.
VEEV / Veeva Systems Inc.
CTVA / Corteva, Inc.
TRMB / Trimble Inc.
TTC / The Toro Company
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
D / Dominion Energy, Inc.
ACI / Albertsons Companies, Inc.
RBA / RB Global, Inc.
INCY / Incyte Corporation
LNT / Alliant Energy Corporation
WST / West Pharmaceutical Services, Inc.
ALAB / Astera Labs, Inc.
SCHW / The Charles Schwab Corporation
SBAC / SBA Communications Corporation
FE / FirstEnergy Corp.
GDDY / GoDaddy Inc.
SPOT / Spotify Technology S.A.
URI / United Rentals, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
AWK / American Water Works Company, Inc.
CARR / Carrier Global Corporation
VAC / Marriott Vacations Worldwide Corporation
ETR / Entergy Corporation
INSM / Insmed Incorporated
SOLV / Solventum Corporation
NLY / Annaly Capital Management, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
WY / Weyerhaeuser Company
DBX / Dropbox, Inc.
IR / Ingersoll Rand Inc.
EBC / Eastern Bankshares, Inc.
LAMR / Lamar Advertising Company
TPR / Tapestry, Inc.
LEG / Leggett & Platt, Incorporated
L / Loews Corporation
NEM / Newmont Corporation
CTSH / Cognizant Technology Solutions Corporation
WRB / W. R. Berkley Corporation
BMY / Bristol-Myers Squibb Company
AEP / American Electric Power Company, Inc.
UDR / UDR, Inc.
STZ / Constellation Brands, Inc.
DXCM / DexCom, Inc.
AME / AMETEK, Inc.
SF / Stifel Financial Corp.
MSCI / MSCI Inc.
R / Ryder System, Inc.
YUMC / Yum China Holdings, Inc.
STLD / Steel Dynamics, Inc.
FBIN / Fortune Brands Innovations, Inc.
DT / Dynatrace, Inc.
BWA / BorgWarner Inc.
SW / Smurfit Westrock Plc
BWXT / BWX Technologies, Inc.
STAG / STAG Industrial, Inc.
NVT / nVent Electric plc
MOS / The Mosaic Company
FIX / Comfort Systems USA, Inc.
WING / Wingstop Inc.
FUN / Six Flags Entertainment Corporation
TECH / Bio-Techne Corporation
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
DKS / DICK'S Sporting Goods, Inc.
KEYS / Keysight Technologies, Inc.
PCTY / Paylocity Holding Corporation
WTS / Watts Water Technologies, Inc.
RPRX / Royalty Pharma plc
FLS / Flowserve Corporation
CPT / Camden Property Trust
APTV / Aptiv PLC
TRGP / Targa Resources Corp.
FTV / Fortive Corporation
ATI / ATI Inc.
TREX / Trex Company, Inc.
TT / Trane Technologies plc
HOLX / Hologic, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
FNB / F.N.B. Corporation
BOC / Boston Omaha Corporation
OVV / Ovintiv Inc.
TW / Tradeweb Markets Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
EGP / EastGroup Properties, Inc.
NI / NiSource Inc.
AVB / AvalonBay Communities, Inc.
RNGR / Ranger Energy Services, Inc.
VRSN / VeriSign, Inc.
WTM / White Mountains Insurance Group, Ltd.
INGR / Ingredion Incorporated
DCI / Donaldson Company, Inc.
NOV / NOV Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CB / Chubb Limited
REXR / Rexford Industrial Realty, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ALSN / Allison Transmission Holdings, Inc.
SLV / iShares Silver Trust
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
XEL / Xcel Energy Inc.
CNM / Core & Main, Inc.
LAES / SEALSQ Corp
MU / Micron Technology, Inc.
FTAI / FTAI Aviation Ltd.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF