Market Value8,128,236,576
Total Holdings827
File Date2025-08-14
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
JAZZ / Jazz Pharmaceuticals plc
FFIV / F5, Inc.
ALSN / Allison Transmission Holdings, Inc.
CEG / Constellation Energy Corporation
IAU / iShares Gold Trust
PH / Parker-Hannifin Corporation
MKTX / MarketAxess Holdings Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
STZ / Constellation Brands, Inc.
ETN / Eaton Corporation plc
TROW / T. Rowe Price Group, Inc.
MRNA / Moderna, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MSI / Motorola Solutions, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MORN / Morningstar, Inc.
ROP / Roper Technologies, Inc.
PLTR / Palantir Technologies Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
URA / Global X Funds - Global X Uranium ETF
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF
CNI / Canadian National Railway Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
AMZN / Amazon.com, Inc.
BALL / Ball Corporation
EQIX / Equinix, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
ED / Consolidated Edison, Inc.
NWE / NorthWestern Energy Group, Inc.
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
JCI / Johnson Controls International plc
CSX / CSX Corporation
PAR / PAR Technology Corporation
LNG / Cheniere Energy, Inc.
AMD / Advanced Micro Devices, Inc.
GENI / Genius Sports Limited
SPY / State Street SPDR S&P 500 ETF Trust
BRBS / Blue Ridge Bankshares, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
OWL / Blue Owl Capital Inc.
CR / Crane Company
CASY / Casey's General Stores, Inc.
CBZ / CBIZ, Inc.
WRB / W. R. Berkley Corporation
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
PLRX / Pliant Therapeutics, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CMI / Cummins Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
HPQ / HP Inc.
ADI / Analog Devices, Inc.
RYTM / Rhythm Pharmaceuticals, Inc.
PSA / Public Storage
TJX / The TJX Companies, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
REET / iShares Trust - iShares Global REIT ETF
CHX / ChampionX Corporation
HXL / Hexcel Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ET / Energy Transfer LP - Limited Partnership
BPMC / Blueprint Medicines Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSVT / 2seventy bio, Inc.
FLYW / Flywire Corporation
GOLD / Gold.com, Inc.
GTLS / Chart Industries, Inc.
BOTJ / Bank of the James Financial Group, Inc.
WSC / WillScot Holdings Corporation
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CSGP / CoStar Group, Inc.
TTC / The Toro Company
HTBK / Heritage Commerce Corp
AMCR / Amcor plc
IRON / Disc Medicine, Inc.
HUBS / HubSpot, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ROST / Ross Stores, Inc.
FISV / Fiserv, Inc.
EXPD / Expeditors International of Washington, Inc.
CXT / Crane NXT, Co.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
PNC / The PNC Financial Services Group, Inc.
ACM / AECOM
A / Agilent Technologies, Inc.
CYBR / CyberArk Software Ltd.
VIS / Vanguard World Fund - Vanguard Industrials ETF
UFPI / UFP Industries, Inc.
PMN / ProMIS Neurosciences, Inc.
WTS / Watts Water Technologies, Inc.
CBSH / Commerce Bancshares, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
PWR / Quanta Services, Inc.
GM / General Motors Company
AHH / Armada Hoffler Properties, Inc.
CHRD / Chord Energy Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HII / Huntington Ingalls Industries, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
GLP / Global Partners LP - Limited Partnership
PASG / Passage Bio, Inc.
SAGE / Sage Therapeutics, Inc.
CAC / Camden National Corporation
SFM / Sprouts Farmers Market, Inc.
BRKL / Brookline Bancorp, Inc.
SYBX / Synlogic, Inc.
PB / Prosperity Bancshares, Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
PHYS / Sprott Physical Gold Trust
TMO / Thermo Fisher Scientific Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MRVL / Marvell Technology, Inc.
CMA / Comerica Incorporated
DC2 / The Descartes Systems Group Inc.
JNJ / Johnson & Johnson
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ALLY / Ally Financial Inc.
PSLV / Sprott Physical Silver Trust
IWB / iShares Trust - iShares Russell 1000 ETF
EXPO / Exponent, Inc.
ATUS / Optimum Communications, Inc.
VNOM / Viper Energy, Inc.
FNF / Fidelity National Financial, Inc.
SSB / SouthState Bank Corporation
NRIX / Nurix Therapeutics, Inc.
HES / Hess Corporation
ANSS / ANSYS, Inc.
PIPR / Piper Sandler Companies
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NSA / National Storage Affiliates Trust
MRK / Merck & Co., Inc.
SYY / Sysco Corporation
ACGL / Arch Capital Group Ltd.
CVX / Chevron Corporation
SWK / Stanley Black & Decker, Inc.
TRV / The Travelers Companies, Inc.
USB / U.S. Bancorp
NYT / The New York Times Company
TXRH / Texas Roadhouse, Inc.
CCCS / CCC Intelligent Solutions Holdings Inc.
SAND / Sandstorm Gold Ltd.
BBY / Best Buy Co., Inc.
DUOL / Duolingo, Inc.
MTX / Minerals Technologies Inc.
LW / Lamb Weston Holdings, Inc.
WDAY / Workday, Inc.
ESBA / Empire State Realty OP, L.P. - Limited Partnership
GHI / Greystone Housing Impact Investors LP
DLB / Dolby Laboratories, Inc.
MCI / Barings Corporate Investors
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PR / Permian Resources Corporation
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
ACN / Accenture plc
CBRE / CBRE Group, Inc.
FSS / Federal Signal Corporation
VBIL / Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
ZTS / Zoetis Inc.
CACI / CACI International Inc
INTU / Intuit Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
GRMN / Garmin Ltd.
GEHC / GE HealthCare Technologies Inc.
EMR / Emerson Electric Co.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
MTDR / Matador Resources Company
ITCI / Intra-Cellular Therapies, Inc.
0QYZ / Franco-Nevada Corporation
MMM / 3M Company
KVUE / Kenvue Inc.
SLAB / Silicon Laboratories Inc.
SAIA / Saia, Inc.
FSLR / First Solar, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CVCO / Cavco Industries, Inc.
WFC / Wells Fargo & Company
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GBCI / Glacier Bancorp, Inc.
VLY / Valley National Bancorp
GNRC / Generac Holdings Inc.
AJG / Arthur J. Gallagher & Co.
ARES / Ares Management Corporation
TDG / TransDigm Group Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SHOP / Shopify Inc.
WBD / Warner Bros. Discovery, Inc.
FTV / Fortive Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
FCN / FTI Consulting, Inc.
INSM / Insmed Incorporated
MTSI / MACOM Technology Solutions Holdings, Inc.
RY / Royal Bank of Canada
BG / Bunge Global SA
VAW / Vanguard World Fund - Vanguard Materials ETF
AOS / A. O. Smith Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
BTC / Grayscale Bitcoin Mini Trust
ALGM / Allegro MicroSystems, Inc.
VRSK / Verisk Analytics, Inc.
NXPI / NXP Semiconductors N.V.
LUV / Southwest Airlines Co.
FLG / Flagstar Bank, National Association
VRSN / VeriSign, Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
NOW / ServiceNow, Inc.
RBC / RBC Bearings Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RFI / Cohen & Steers Total Return Realty Fund, Inc.
NEM / Newmont Corporation
HWM / Howmet Aerospace Inc.
SPXC / SPX Technologies, Inc.
TPL / Texas Pacific Land Corporation
IDXX / IDEXX Laboratories, Inc.
PSQ / ProShares Trust - ProShares Short QQQ
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
BK / The Bank of New York Mellon Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
ICLN / iShares Trust - iShares Global Clean Energy ETF
CCB / Coastal Financial Corporation
LPLA / LPL Financial Holdings Inc.
LOW / Lowe's Companies, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VOYA / Voya Financial, Inc.
KMI / Kinder Morgan, Inc.
AZO / AutoZone, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PAYC / Paycom Software, Inc.
CNQ / Canadian Natural Resources Limited
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DDOG / Datadog, Inc.
FITB / Fifth Third Bancorp
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
INBK / First Internet Bancorp
MA / Mastercard Incorporated
LLY / Eli Lilly and Company
CHDN / Churchill Downs Incorporated
DXCM / DexCom, Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
HMN / Horace Mann Educators Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
IRT / Independence Realty Trust, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IP / International Paper Company
CTAS / Cintas Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
IWV / iShares Trust - iShares Russell 3000 ETF
TER / Teradyne, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MEDP / Medpace Holdings, Inc.
NDSN / Nordson Corporation
MPC / Marathon Petroleum Corporation
ADSK / Autodesk, Inc.
EPAC / Enerpac Tool Group Corp.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ROL / Rollins, Inc.
CHKP / Check Point Software Technologies Ltd.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IONS / Ionis Pharmaceuticals, Inc.
HLT / Hilton Worldwide Holdings Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
CPAY / Corpay, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CENTA / Central Garden & Pet Company
RPM / RPM International Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
ARQT / Arcutis Biotherapeutics, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CRNX / Crinetics Pharmaceuticals, Inc.
GOOG / Alphabet Inc.
CARR / Carrier Global Corporation
INTC / Intel Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
DAL / Delta Air Lines, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EQR / Equity Residential
EBAY / eBay Inc.
HLMN / Hillman Solutions Corp.
BX / Blackstone Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SIL / Global X Funds - Global X Silver Miners ETF
REGN / Regeneron Pharmaceuticals, Inc.
ALL / The Allstate Corporation
CAT / Caterpillar Inc.
FHTX / Foghorn Therapeutics Inc.
AEIS / Advanced Energy Industries, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
CRWD / CrowdStrike Holdings, Inc.
IFF / International Flavors & Fragrances Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HLI / Houlihan Lokey, Inc.
ATRC / AtriCure, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
FIX / Comfort Systems USA, Inc.
SFBS / ServisFirst Bancshares, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STT / State Street Corporation
ORI / Old Republic International Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TILE / Interface, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PFGC / Performance Food Group Company
BDX / Becton, Dickinson and Company
APPF / AppFolio, Inc.
ABT / Abbott Laboratories
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCI / Service Corporation International
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
FVCB / FVCBankcorp, Inc.
BXSL / Blackstone Secured Lending Fund
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AIT / Applied Industrial Technologies, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
GEV / GE Vernova Inc.
CBOE / Cboe Global Markets, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ABBV / AbbVie Inc.
CMG / Chipotle Mexican Grill, Inc.
UPS / United Parcel Service, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
TTEK / Tetra Tech, Inc.
OCFC / OceanFirst Financial Corp.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
APG / APi Group Corporation
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
DHR / Danaher Corporation
AXON / Axon Enterprise, Inc.
TPH / Tri Pointe Homes, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FTAI / FTAI Aviation Ltd.
ROK / Rockwell Automation, Inc.
DD / DuPont de Nemours, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ALC / Alcon Inc.
BAH / Booz Allen Hamilton Holding Corporation
GPC / Genuine Parts Company
BAM / Brookfield Asset Management Ltd.
ITT / ITT Inc.
AVY / Avery Dennison Corporation
DOV / Dover Corporation
IBB / iShares Trust - iShares Biotechnology ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
UNH / UnitedHealth Group Incorporated
RSG / Republic Services, Inc.
WMB / The Williams Companies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
INTA / Intapp, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LOPE / Grand Canyon Education, Inc.
USPH / U.S. Physical Therapy, Inc.
CVS / CVS Health Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
BRK.A / Berkshire Hathaway Inc.
DGX / Quest Diagnostics Incorporated
SUPN / Supernus Pharmaceuticals, Inc.
DTE / DTE Energy Company
PM / Philip Morris International Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
DUK / Duke Energy Corporation
AVNT / Avient Corporation
LYV / Live Nation Entertainment, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
UNP / Union Pacific Corporation
CHD / Church & Dwight Co., Inc.
BAC / Bank of America Corporation
VRTX / Vertex Pharmaceuticals Incorporated
DORM / Dorman Products, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GIS / General Mills, Inc.
APO / Apollo Global Management, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FANG / Diamondback Energy, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CDNS / Cadence Design Systems, Inc.
CGNX / Cognex Corporation
TTMI / TTM Technologies, Inc.
APLS / Apellis Pharmaceuticals, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
MAR / Marriott International, Inc.
FULC / Fulcrum Therapeutics, Inc.
CDW / CDW Corporation
SEI / Solaris Energy Infrastructure, Inc.
WELL / Welltower Inc.
IT / Gartner, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
ALKT / Alkami Technology, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMP / Ameriprise Financial, Inc.
ATR / AptarGroup, Inc.
KNSL / Kinsale Capital Group, Inc.
TTWO / Take-Two Interactive Software, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BCPC / Balchem Corporation
BKNG / Booking Holdings Inc.
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
UEC / Uranium Energy Corp.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SPYX / SPDR Series Trust - State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
JHG / Janus Henderson Group plc
OXY / Occidental Petroleum Corporation
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
EXE / Expand Energy Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
ES / Eversource Energy
HDV / iShares Trust - iShares Core High Dividend ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
SHBI / Shore Bancshares, Inc.
WEC / WEC Energy Group, Inc.
ULST / SPDR Series Trust - State Street Ultra Short Term Bond ETF
ISRG / Intuitive Surgical, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
WM / Waste Management, Inc.
CPNG / Coupang, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
CRH / CRH plc
STAG / STAG Industrial, Inc.
RLAY / Relay Therapeutics, Inc.
BN / Brookfield Corporation
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
FHN / First Horizon Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
ICE / Intercontinental Exchange, Inc.
BOW / Bowhead Specialty Holdings Inc.
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
LAD / Lithia Motors, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
BMEZ / BlackRock Health Sciences Term Trust
RGEF / Tidal Trust III - Rockefeller Global Equity ETF
CTVA / Corteva, Inc.
SF / Stifel Financial Corp.
CNM / Core & Main, Inc.
BR / Broadridge Financial Solutions, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SKY / Champion Homes, Inc.
HALO / Halozyme Therapeutics, Inc.
URI / United Rentals, Inc.
MGY / Magnolia Oil & Gas Corporation
WBS / Webster Financial Corporation
GLD / SPDR Gold Shares
RRC / Range Resources Corporation
PYPL / PayPal Holdings, Inc.
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
DOW / Dow Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
PHAT / Phathom Pharmaceuticals, Inc.
CRM / Salesforce, Inc.
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
HPE.PRC / Hewlett Packard Enterprise Company - Preferred Security
DIS / The Walt Disney Company
ADC / Agree Realty Corporation
TSLA / Tesla, Inc.
MU / Micron Technology, Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
CATY / Cathay General Bancorp
TD N / The Toronto-Dominion Bank
SWTX / SpringWorks Therapeutics, Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IR / Ingersoll Rand Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BIIB / Biogen Inc.
PGR / The Progressive Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
IRM / Iron Mountain Incorporated
ABCB / Ameris Bancorp
NEE / NextEra Energy, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
AWK / American Water Works Company, Inc.
CBT / Cabot Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HUM / Humana Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
APP / AppLovin Corporation
MET / MetLife, Inc.
EA / Electronic Arts Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
HUBB / Hubbell Incorporated
SPG / Simon Property Group, Inc.
MCK / McKesson Corporation
GTES / Gates Industrial Corporation plc
PDM / Piedmont Realty Trust, Inc.
GGG / Graco Inc.
SIGI / Selective Insurance Group, Inc.
AVB / AvalonBay Communities, Inc.
IBOC / International Bancshares Corporation
GL / Globe Life Inc.
LIN / Linde plc
DMLP / Dorchester Minerals, L.P. - Limited Partnership
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
STE / STERIS plc
HD / The Home Depot, Inc.
APH / Amphenol Corporation
ENTG / Entegris, Inc.
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
AUB / Atlantic Union Bankshares Corporation
GPI / Group 1 Automotive, Inc.
COR / Cencora, Inc.
CHTR / Charter Communications, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CTSH / Cognizant Technology Solutions Corporation
NEU / NewMarket Corporation
OTF / Blue Owl Technology Finance Corp.
MSTR / Strategy Inc
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ITGR / Integer Holdings Corporation
FWRG / First Watch Restaurant Group, Inc.
PHM / PulteGroup, Inc.
UI / Ubiquiti Inc.
ULS / UL Solutions Inc.
SITE / SiteOne Landscape Supply, Inc.
VIAV / Viavi Solutions Inc.
EFX / Equifax Inc.
WPM / Wheaton Precious Metals Corp.
CCK / Crown Holdings, Inc.
VCYT / Veracyte, Inc.
HSY / The Hershey Company
FTNT / Fortinet, Inc.
KLAC / KLA Corporation
CRS / Carpenter Technology Corporation
SNDR / Schneider National, Inc.
CPRT / Copart, Inc.
AGM / Federal Agricultural Mortgage Corporation
AMT / American Tower Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
FERG / Ferguson Enterprises Inc.
CWST / Casella Waste Systems, Inc.
PKG / Packaging Corporation of America
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ENSG / The Ensign Group, Inc.
DHI / D.R. Horton, Inc.
SHW / The Sherwin-Williams Company
OTIS / Otis Worldwide Corporation
VRT / Vertiv Holdings Co
EFA / iShares Trust - iShares MSCI EAFE ETF
STRL / Sterling Infrastructure, Inc.
NEO / NeoGenomics, Inc.
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
SPOT / Spotify Technology S.A.
EME / EMCOR Group, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RVMD / Revolution Medicines, Inc.
WSO / Watsco, Inc.
RHP / Ryman Hospitality Properties, Inc.
VCEL / Vericel Corporation
DCO / Ducommun Incorporated
PRIM / Primoris Services Corporation
GMED / Globus Medical, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BLK / BlackRock, Inc.
XYL / Xylem Inc.
KMB / Kimberly-Clark Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CSL / Carlisle Companies Incorporated
EQT / EQT Corporation
WTRG / Essential Utilities, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
WST / West Pharmaceutical Services, Inc.
CCI / Crown Castle Inc.
SPGI / S&P Global Inc.
SGDJ / Sprott Funds Trust - Sprott Junior Gold Miners ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
AON / Aon plc
MSCI / MSCI Inc.
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
WASH / Washington Trust Bancorp, Inc.
LHX / L3Harris Technologies, Inc.
VYGR / Voyager Therapeutics, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ANET / Arista Networks, Inc.
MRSH / Marsh & McLennan Companies, Inc.
SLGN / Silgan Holdings Inc.
ITW / Illinois Tool Works Inc.
TXN / Texas Instruments Incorporated
MTD / Mettler-Toledo International Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LRCX / Lam Research Corporation
KEYS / Keysight Technologies, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
ECL / Ecolab Inc.
NVDA / NVIDIA Corporation
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
YUMC / Yum China Holdings, Inc.
RMD / ResMed Inc.
UBS N / UBS Group AG
VEEV / Veeva Systems Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NVT / nVent Electric plc
WY / Weyerhaeuser Company
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
EBC / Eastern Bankshares, Inc.
PANW / Palo Alto Networks, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
XOM / Exxon Mobil Corporation
AVGO / Broadcom Inc.
VTR / Ventas, Inc.
CDRE / Cadre Holdings, Inc.
TTD / The Trade Desk, Inc.
MCD / McDonald's Corporation
F / Ford Motor Company
SRE / Sempra
COP / ConocoPhillips
AAPL / Apple Inc.
CME / CME Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AXP / American Express Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
T / AT&T Inc.
NKE / NIKE, Inc.
MLM / Martin Marietta Materials, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CCEP N / Coca-Cola Europacific Partners PLC
PEP / PepsiCo, Inc.
CODI / Compass Diversified
SNOW / Snowflake Inc.
SCHW / The Charles Schwab Corporation
CI / The Cigna Group
FAST / Fastenal Company
KO / The Coca-Cola Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MDT / Medtronic plc
BJ / BJ's Wholesale Club Holdings, Inc.
SLV / iShares Silver Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
C / Citigroup Inc.
LDOS / Leidos Holdings, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
NTRS / Northern Trust Corporation
CPKC N / Canadian Pacific Kansas City Limited
IBIT / iShares Bitcoin Trust ETF
COST / Costco Wholesale Corporation
AR / Antero Resources Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
UBER / Uber Technologies, Inc.
EW / Edwards Lifesciences Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
FCX / Freeport-McMoRan Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
META / Meta Platforms, Inc.
PG / The Procter & Gamble Company
BA / The Boeing Company
TFC / Truist Financial Corporation
MELI / MercadoLibre, Inc.
CDXS / Codexis, Inc.
GWW / W.W. Grainger, Inc.
IDA / IDACORP, Inc.
RARE / Ultragenyx Pharmaceutical Inc.
CMCSA / Comcast Corporation
HOLX / Hologic, Inc.
EOG / EOG Resources, Inc.
KR / The Kroger Co.
DEO / Diageo plc - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
HQY / HealthEquity, Inc.
NSC / Norfolk Southern Corporation
DLTR / Dollar Tree, Inc.
MCO / Moody's Corporation
IMAX / IMAX Corporation
TW / Tradeweb Markets Inc.
PJT / PJT Partners Inc.
GILD / Gilead Sciences, Inc.
AORT / Artivion, Inc.
COMP / Compass, Inc.
V / Visa Inc.
MBB / iShares Trust - iShares MBS ETF
FICO / Fair Isaac Corporation
CSCO / Cisco Systems, Inc.
RF / Regions Financial Corporation
FDX / FedEx Corporation
PSX / Phillips 66
LYB / LyondellBasell Industries N.V.
SO / The Southern Company
SYK / Stryker Corporation
PRU / Prudential Financial, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
B / Barrick Mining Corporation
QQQ / Invesco QQQ Trust, Series 1
TSCO / Tractor Supply Company
MTB / M&T Bank Corporation
PNFP / Pinnacle Financial Partners, Inc.
AME / AMETEK, Inc.
CTRA / Coterra Energy Inc.
DELL / Dell Technologies Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
BCO / The Brink's Company
AEP / American Electric Power Company, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
MCHP / Microchip Technology Incorporated
OMC / Omnicom Group Inc.
SBCF / Seacoast Banking Corporation of Florida
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CCJ / Cameco Corporation
WABC / Westamerica Bancorporation
QSR / Restaurant Brands International Inc.
DOC / Healthpeak Properties, Inc.
MATX / Matson, Inc.
INDA / iShares Trust - iShares MSCI India ETF
BCRX / BioCryst Pharmaceuticals, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ENB / Enbridge Inc.
SBUX / Starbucks Corporation
BLD / TopBuild Corp.
GS / The Goldman Sachs Group, Inc.
TRMB / Trimble Inc.
ALLE / Allegion plc
BRK.B / Berkshire Hathaway Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
CFG / Citizens Financial Group, Inc.
ORLY / O'Reilly Automotive, Inc.
TOL / Toll Brothers, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
VLTO / Veralto Corporation
BOOT / Boot Barn Holdings, Inc.
PEG / Public Service Enterprise Group Incorporated
MPWR / Monolithic Power Systems, Inc.
SW / Smurfit Westrock Plc
SLB / SLB N.V.
PPG / PPG Industries, Inc.
WTW / Willis Towers Watson Public Limited Company
AZTA / Azenta, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ODFL / Old Dominion Freight Line, Inc.
WEX / WEX Inc.
VERV / Verve Therapeutics, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
EXP / Eagle Materials Inc.
NFLX / Netflix, Inc.
CB / Chubb Limited
AEM / Agnico Eagle Mines Limited
HPE / Hewlett Packard Enterprise Company
HON / Honeywell International Inc.
PFE / Pfizer Inc.
LULU / lululemon athletica inc.
ADBE / Adobe Inc.
AMAT / Applied Materials, Inc.
MS / Morgan Stanley
STLD / Steel Dynamics, Inc.
GOOGL / Alphabet Inc.
MO / Altria Group, Inc.
FIS / Fidelity National Information Services, Inc.
ORCL / Oracle Corporation
NDAQ / Nasdaq, Inc.
PLD / Prologis, Inc.
JPM / JPMorgan Chase & Co.
GLW / Corning Incorporated
WMT / Walmart Inc.
DE / Deere & Company
TGT / Target Corporation
AMGN / Amgen Inc.
IBM / International Business Machines Corporation
SNA / Snap-on Incorporated
CMS / CMS Energy Corporation
NOVT / Novanta Inc.
QCOM / QUALCOMM Incorporated
WAT / Waters Corporation
SSNC / SS&C Technologies Holdings, Inc.
PATK / Patrick Industries, Inc.
APD / Air Products and Chemicals, Inc.
BAP / Credicorp Ltd.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ELV / Elevance Health, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GD / General Dynamics Corporation
LMT / Lockheed Martin Corporation
KEY / KeyCorp
DVN / Devon Energy Corporation
CNC / Centene Corporation
TMUS / T-Mobile US, Inc.
IEX / IDEX Corporation
LNT / Alliant Energy Corporation
LEN / Lennar Corporation
ETR / Entergy Corporation
IBKR / Interactive Brokers Group, Inc.
IQV / IQVIA Holdings Inc.
OKE / ONEOK, Inc.
WCN / Waste Connections, Inc.
MDLZ / Mondelez International, Inc.
NOC / Northrop Grumman Corporation
SOLV / Solventum Corporation
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
SNPS / Synopsys, Inc.
TT / Trane Technologies plc
GPOR / Gulfport Energy Corporation
YUM / Yum! Brands, Inc.
NBIX / Neurocrine Biosciences, Inc.
GE / General Electric Company
VLO / Valero Energy Corporation
MNST / Monster Beverage Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CLX / The Clorox Company
HEI / HEICO Corporation
RTX / RTX Corporation
BRO / Brown & Brown, Inc.
LITE / Lumentum Holdings Inc.
MKC / McCormick & Company, Incorporated
UMBF / UMB Financial Corporation
PAYX / Paychex, Inc.
PCAR / PACCAR Inc
COF / Capital One Financial Corporation
ULTA / Ulta Beauty, Inc.