Market Value419,025,767
Total Holdings673
File Date2023-10-23
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)
PSA / Public Storage
NKE / NIKE, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CSGP / CoStar Group, Inc.
MTD / Mettler-Toledo International Inc.
NOW / ServiceNow, Inc.
FITB / Fifth Third Bancorp
KKR / KKR & Co. Inc.
DGX / Quest Diagnostics Incorporated
EL / The Estée Lauder Companies Inc.
MLM / Martin Marietta Materials, Inc.
CB / Chubb Limited
VRTX / Vertex Pharmaceuticals Incorporated
LOW / Lowe's Companies, Inc.
SNPS / Synopsys, Inc.
APO / Apollo Global Management, Inc.
GRMN / Garmin Ltd.
U / Unity Software Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PWR / Quanta Services, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
CVNA / Carvana Co.
SCHW / The Charles Schwab Corporation
BR / Broadridge Financial Solutions, Inc.
MOH / Molina Healthcare, Inc.
FDX / FedEx Corporation
LHX / L3Harris Technologies, Inc.
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
FUL / H.B. Fuller Company
SYF / Synchrony Financial
PLD / Prologis, Inc.
ANET / Arista Networks, Inc.
ONB / Old National Bancorp
KO / The Coca-Cola Company
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
M / Macy's, Inc.
XOM / Exxon Mobil Corporation
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
NEM / Newmont Corporation
DB / Deutsche Bank Aktiengesellschaft
QCOM / QUALCOMM Incorporated
MPC / Marathon Petroleum Corporation
WELL / Welltower Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MRVL / Marvell Technology, Inc.
MDT / Medtronic plc
EA / Electronic Arts Inc.
ESS / Essex Property Trust, Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
RITM / Rithm Capital Corp.
DOV / Dover Corporation
DKS / DICK'S Sporting Goods, Inc.
DFS / Discover Financial Services
ENPH / Enphase Energy, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
APD / Air Products and Chemicals, Inc.
FCX / Freeport-McMoRan Inc.
EXPD / Expeditors International of Washington, Inc.
GWW / W.W. Grainger, Inc.
PH / Parker-Hannifin Corporation
GM / General Motors Company
AON / Aon plc
DVN / Devon Energy Corporation
CTSH / Cognizant Technology Solutions Corporation
WDC / Western Digital Corporation
GLW / Corning Incorporated
SNOW / Snowflake Inc.
HOG / Harley-Davidson, Inc.
INTU / Intuit Inc.
FE / FirstEnergy Corp.
PTC / PTC Inc.
SPG / Simon Property Group, Inc.
VRSN / VeriSign, Inc.
HST / Host Hotels & Resorts, Inc.
HRL / Hormel Foods Corporation
DDOG / Datadog, Inc.
UAL / United Airlines Holdings, Inc.
AMSC / American Superconductor Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PM / Philip Morris International Inc.
NTRS / Northern Trust Corporation
KMB / Kimberly-Clark Corporation
LYB / LyondellBasell Industries N.V.
CLX / The Clorox Company
TJX / The TJX Companies, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CI / The Cigna Group
CTRA / Coterra Energy Inc.
VAC / Marriott Vacations Worldwide Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CDW / CDW Corporation
TSVT / 2seventy bio, Inc.
CNC / Centene Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
TER / Teradyne, Inc.
CAG / Conagra Brands, Inc.
SJM / The J. M. Smucker Company
EIX / Edison International
CSCO / Cisco Systems, Inc.
RACE / Ferrari N.V.
VTR / Ventas, Inc.
MTB / M&T Bank Corporation
MA / Mastercard Incorporated
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MDB / MongoDB, Inc.
YUM / Yum! Brands, Inc.
CPB / The Campbell's Company
CL / Colgate-Palmolive Company
PPL / PPL Corporation
BILL / BILL Holdings, Inc.
A / Agilent Technologies, Inc.
HUBS / HubSpot, Inc.
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
RY / Royal Bank of Canada
AAL / American Airlines Group Inc.
PRU / Prudential Financial, Inc.
WY / Weyerhaeuser Company
SHW / The Sherwin-Williams Company
LEN / Lennar Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SNV / Synovus Financial Corp.
BLUE / bluebird bio, Inc.
MCO / Moody's Corporation
DIS / The Walt Disney Company
SMR / NuScale Power Corporation
POOL / Pool Corporation
ED / Consolidated Edison, Inc.
CVX / Chevron Corporation
AZO / AutoZone, Inc.
USB / U.S. Bancorp
ADBE / Adobe Inc.
TFC / Truist Financial Corporation
XYZ / Block, Inc.
HPQ / HP Inc.
ORCL / Oracle Corporation
UNH / UnitedHealth Group Incorporated
BAC / Bank of America Corporation
SYK / Stryker Corporation
ETN / Eaton Corporation plc
BA / The Boeing Company
PYPL / PayPal Holdings, Inc.
AXP / American Express Company
KVUE / Kenvue Inc.
VLO / Valero Energy Corporation
XYL / Xylem Inc.
PEP / PepsiCo, Inc.
XEL / Xcel Energy Inc.
WMB / The Williams Companies, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
ISRG / Intuitive Surgical, Inc.
ALB / Albemarle Corporation
TTD / The Trade Desk, Inc.
CVS / CVS Health Corporation
PFG / Principal Financial Group, Inc.
VRSK / Verisk Analytics, Inc.
LMT / Lockheed Martin Corporation
ROKU / Roku, Inc.
PNC / The PNC Financial Services Group, Inc.
JCI / Johnson Controls International plc
GIS / General Mills, Inc.
KHC / The Kraft Heinz Company
JPM / JPMorgan Chase & Co.
TXN / Texas Instruments Incorporated
JNJ / Johnson & Johnson
CCL / Carnival Corporation Ltd.
DASH / DoorDash, Inc.
CTVA / Corteva, Inc.
FDS / FactSet Research Systems Inc.
HII / Huntington Ingalls Industries, Inc.
SWK / Stanley Black & Decker, Inc.
ULTA / Ulta Beauty, Inc.
LDOS / Leidos Holdings, Inc.
BBY / Best Buy Co., Inc.
RBA / RB Global, Inc.
EW / Edwards Lifesciences Corporation
LNC / Lincoln National Corporation
PPG / PPG Industries, Inc.
MRK / Merck & Co., Inc.
TRMB / Trimble Inc.
SWKS / Skyworks Solutions, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
O / Realty Income Corporation
FTNT / Fortinet, Inc.
ABBV / AbbVie Inc.
REGN / Regeneron Pharmaceuticals, Inc.
FANG / Diamondback Energy, Inc.
MMM / 3M Company
ACGL / Arch Capital Group Ltd.
WM / Waste Management, Inc.
WEC / WEC Energy Group, Inc.
L / Loews Corporation
TDG / TransDigm Group Incorporated
ADI / Analog Devices, Inc.
MCD / McDonald's Corporation
COST / Costco Wholesale Corporation
F / Ford Motor Company
DECK / Deckers Outdoor Corporation
PSX / Phillips 66
AEP / American Electric Power Company, Inc.
ELV / Elevance Health, Inc.
ZTS / Zoetis Inc.
GPN / Global Payments Inc.
EMR / Emerson Electric Co.
TRV / The Travelers Companies, Inc.
URI / United Rentals, Inc.
KMI / Kinder Morgan, Inc.
C.WSA / Citigroup, Inc.
AMGN / Amgen Inc.
RPM / RPM International Inc.
BHF / Brighthouse Financial, Inc.
PCAR / PACCAR Inc
STZ / Constellation Brands, Inc.
FAST / Fastenal Company
ABT / Abbott Laboratories
GEHC / GE HealthCare Technologies Inc.
GOOGL / Alphabet Inc.
KD / Kyndryl Holdings, Inc.
ICE / Intercontinental Exchange, Inc.
ODFL / Old Dominion Freight Line, Inc.
APA / APA Corporation
ROST / Ross Stores, Inc.
EQT / EQT Corporation
BKNG / Booking Holdings Inc.
OTIS / Otis Worldwide Corporation
CCK / Crown Holdings, Inc.
MKTX / MarketAxess Holdings Inc.
KDP / Keurig Dr Pepper Inc.
SYY / Sysco Corporation
SRE / Sempra
HPE / Hewlett Packard Enterprise Company
HIG / The Hartford Insurance Group, Inc.
SYM / Symbotic Inc.
IQV / IQVIA Holdings Inc.
HAL / Halliburton Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
WPC / W. P. Carey Inc.
WST / West Pharmaceutical Services, Inc.
BIIB / Biogen Inc.
CPT / Camden Property Trust
AMP / Ameriprise Financial, Inc.
TILE / Interface, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
BEN / Franklin Resources, Inc.
BAX / Baxter International Inc.
GPC / Genuine Parts Company
MSCI / MSCI Inc.
DUK / Duke Energy Corporation
ILMN / Illumina, Inc.
CHD / Church & Dwight Co., Inc.
AZTA / Azenta, Inc.
ETR / Entergy Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
WAB / Westinghouse Air Brake Technologies Corporation
TXT / Textron Inc.
KIM / Kimco Realty Corporation
UNP / Union Pacific Corporation
WAT / Waters Corporation
AMAT / Applied Materials, Inc.
DTE / DTE Energy Company
AME / AMETEK, Inc.
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
EOG / EOG Resources, Inc.
AVB / AvalonBay Communities, Inc.
COP / ConocoPhillips
DRI / Darden Restaurants, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
TWLO / Twilio Inc.
CWEN / Clearway Energy, Inc.
WWD / Woodward, Inc.
LIN / Linde plc
AMCR / Amcor plc
E / Eni S.p.A. - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
IDXX / IDEXX Laboratories, Inc.
TYL / Tyler Technologies, Inc.
LKQ / LKQ Corporation
ROK / Rockwell Automation, Inc.
QRVO / Qorvo, Inc.
GNRC / Generac Holdings Inc.
VTRS / Viatris Inc.
INVH / Invitation Homes Inc.
SBAC / SBA Communications Corporation
CMC / Commercial Metals Company
LNT / Alliant Energy Corporation
DCI / Donaldson Company, Inc.
WMS / Advanced Drainage Systems, Inc.
TT / Trane Technologies plc
MAS / Masco Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TOST / Toast, Inc.
PUBM / PubMatic, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QQQ / Invesco QQQ Trust, Series 1
TMO / Thermo Fisher Scientific Inc.
TGT / Target Corporation
ZM / Zoom Communications, Inc.
GOOG / Alphabet Inc.
INTC / Intel Corporation
TSCO / Tractor Supply Company
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SBCF / Seacoast Banking Corporation of Florida
CRWD / CrowdStrike Holdings, Inc.
CAT / Caterpillar Inc.
CMG / Chipotle Mexican Grill, Inc.
NFLX / Netflix, Inc.
TXRH / Texas Roadhouse, Inc.
CE / Celanese Corporation
ALSN / Allison Transmission Holdings, Inc.
NEE / NextEra Energy, Inc.
MSFT / Microsoft Corporation
TMUS / T-Mobile US, Inc.
MRNA / Moderna, Inc.
SBUX / Starbucks Corporation
COUR / Coursera, Inc.
RIVN / Rivian Automotive, Inc.
S / SentinelOne, Inc.
FIVN / Five9, Inc.
SHOP / Shopify Inc.
DG / Dollar General Corporation
AEE / Ameren Corporation
ON / ON Semiconductor Corporation
SRPT / Sarepta Therapeutics, Inc.
IT / Gartner, Inc.
HON / Honeywell International Inc.
SEDG / SolarEdge Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
NOV / NOV Inc.
HCA / HCA Healthcare, Inc.
DUOL / Duolingo, Inc.
HBAN / Huntington Bancshares Incorporated
HWM / Howmet Aerospace Inc.
MSTR / Strategy Inc
MAA / Mid-America Apartment Communities, Inc.
GD / General Dynamics Corporation
PFE / Pfizer Inc.
IBM / International Business Machines Corporation
HLT / Hilton Worldwide Holdings Inc.
OKE / ONEOK, Inc.
RCL / Royal Caribbean Cruises Ltd.
KR / The Kroger Co.
STT / State Street Corporation
PGR / The Progressive Corporation
DE / Deere & Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
UPS / United Parcel Service, Inc.
CLH / Clean Harbors, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
MCK / McKesson Corporation
KLAC / KLA Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
NAD / Nuveen Quality Municipal Income Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
FFIN / First Financial Bankshares, Inc.
SLB / SLB N.V.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EXPE / Expedia Group, Inc.
AMT / American Tower Corporation
MRSH / Marsh & McLennan Companies, Inc.
RBBN / Ribbon Communications Inc.
AMD / Advanced Micro Devices, Inc.
VEEV / Veeva Systems Inc.
RTX / RTX Corporation
PLTR / Palantir Technologies Inc.
GFS / GLOBALFOUNDRIES Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BNL / Broadstone Net Lease, Inc.
PG / The Procter & Gamble Company
CME / CME Group Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ALL / The Allstate Corporation
TXNM / TXNM Energy, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
HES / Hess Corporation
ABNB / Airbnb, Inc.
LCID / Lucid Group, Inc.
NERV / Minerva Neurosciences, Inc.
UDR / UDR, Inc.
OMC / Omnicom Group Inc.
IR / Ingersoll Rand Inc.
FRT / Federal Realty Investment Trust
GNTX / Gentex Corporation
APH / Amphenol Corporation
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
BEAM / Beam Therapeutics Inc.
PDCO / Patterson Companies, Inc.
PENN / PENN Entertainment, Inc.
QS / QuantumScape Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
UPST / Upstart Holdings, Inc.
LAC / Lithium Americas Corp.
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
NFG / National Fuel Gas Company
DH / Definitive Healthcare Corp.
JETS / ETF Series Solutions - U.S. Global Jets ETF
MTTR / Matterport, Inc.
MMP / Magellan Midstream Partners L.P.
SIG / Signet Jewelers Limited
BG / Bunge Global SA
BF.B / Brown-Forman Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FULT / Fulton Financial Corporation
SHLS / Shoals Technologies Group, Inc.
NAVI / Navient Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
TIP / iShares Trust - iShares TIPS Bond ETF
LABU / Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X ETF
JOBY / Joby Aviation, Inc.
PSLV / Sprott Physical Silver Trust
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
LUV / Southwest Airlines Co.
DBX / Dropbox, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
FSP / Franklin Street Properties Corp.
RGA / Reinsurance Group of America, Incorporated
COF / Capital One Financial Corporation
CRM / Salesforce, Inc.
IRM / Iron Mountain Incorporated
HSY / The Hershey Company
EFX / Equifax Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
ZIMV / ZimVie Inc.
EPAM / EPAM Systems, Inc.
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
NET / Cloudflare, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BK / The Bank of New York Mellon Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DHI / D.R. Horton, Inc.
DOC / Healthpeak Properties, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RS / Reliance, Inc.
NI / NiSource Inc.
CCI / Crown Castle Inc.
OXY / Occidental Petroleum Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GS / The Goldman Sachs Group, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
DTM / DT Midstream, Inc.
RVT / Royce Small-Cap Trust, Inc.
SHC / Sotera Health Company
EVN / Eaton Vance Municipal Income Trust
X / United States Steel Corporation
AFG / American Financial Group, Inc.
MCW / Mister Car Wash, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
VZ / Verizon Communications Inc.
LNG / Cheniere Energy, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GTLS / Chart Industries, Inc.
APTV / Aptiv PLC
CHPT / ChargePoint Holdings, Inc.
ESLT / Elbit Systems Ltd.
SES / SES AI Corporation
SMCI / Super Micro Computer, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CNI / Canadian National Railway Company
CP / Canadian Pacific Kansas City Limited
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HOLX / Hologic, Inc.
RVTY / Revvity, Inc.
CC / The Chemours Company
MRO / Marathon Oil Corporation
PINS / Pinterest, Inc.
PCG / PG&E Corporation
JBLU / JetBlue Airways Corporation
STAG / STAG Industrial, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AGCO / AGCO Corporation
LDI / loanDepot, Inc.
CBSH / Commerce Bancshares, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
FHTX / Foghorn Therapeutics Inc.
ATR / AptarGroup, Inc.
RMD / ResMed Inc.
ATO / Atmos Energy Corporation
LEA / Lear Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
MQ / Marqeta, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GGG / Graco Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
GME / GameStop Corp.
ACN / Accenture plc
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WPP / WPP plc - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PB / Prosperity Bancshares, Inc.
ATVI / Activision Blizzard Inc
LQDT / Liquidity Services, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
FLO / Flowers Foods, Inc.
AGR / Avangrid, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
SR / Spire Inc.
REET / iShares Trust - iShares Global REIT ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CELU / Celularity Inc.
BRK.B / Berkshire Hathaway Inc.
BMY / Bristol-Myers Squibb Company
PHM / PulteGroup, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
SFM / Sprouts Farmers Market, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CHTR / Charter Communications, Inc.
ANSS / ANSYS, Inc.
MKC / McCormick & Company, Incorporated
YUMC / Yum China Holdings, Inc.
NSC / Norfolk Southern Corporation
TXG / 10x Genomics, Inc.
AMZN / Amazon.com, Inc.
SO / The Southern Company
ROP / Roper Technologies, Inc.
SOFI / SoFi Technologies, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BDX / Becton, Dickinson and Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TSLA / Tesla, Inc.
MDLZ / Mondelez International, Inc.
SLVM / Sylvamo Corporation
DVY / iShares Trust - iShares Select Dividend ETF
OEF / iShares Trust - iShares S&P 100 ETF
THG / The Hanover Insurance Group, Inc.
JNPR / Juniper Networks, Inc.
BALL / Ball Corporation
EXC / Exelon Corporation
CIWV / Citizens Financial Corp.
AWK / American Water Works Company, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
LULU / lululemon athletica inc.
CBOE / Cboe Global Markets, Inc.
BSX / Boston Scientific Corporation
MS / Morgan Stanley
NVS / Novartis AG - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
DLR / Digital Realty Trust, Inc.
ADM / Archer-Daniels-Midland Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
HUM / Humana Inc.
AJG / Arthur J. Gallagher & Co.
AOS / A. O. Smith Corporation
C / Citigroup Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
TW / Tradeweb Markets Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FIS / Fidelity National Information Services, Inc.
WBA / Walgreens Boots Alliance, Inc.
SLF / Sun Life Financial Inc.
SEVN / Seven Hills Realty Trust
CPRT / Copart, Inc.
CRSP / CRISPR Therapeutics AG
BRO / Brown & Brown, Inc.
CDNS / Cadence Design Systems, Inc.
META / Meta Platforms, Inc.
MAR / Marriott International, Inc.
SXT / Sensient Technologies Corporation
WFC / Wells Fargo & Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IPG / The Interpublic Group of Companies, Inc.
MNST / Monster Beverage Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CMS / CMS Energy Corporation
ESGR / Enstar Group Limited
COIN / Coinbase Global, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ECL / Ecolab Inc.
MU / Micron Technology, Inc.
RJF / Raymond James Financial, Inc.
IP / International Paper Company
AVGO / Broadcom Inc.
PANW / Palo Alto Networks, Inc.
RF / Regions Financial Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MET / MetLife, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PLUR / Pluri Inc.
COR / Cencora, Inc.
PXD / Pioneer Natural Resources Company
T / AT&T Inc.
FLT / Corpay, Inc.
FISV / Fiserv, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
GNSS / Genasys Inc.
KRUS / Kura Sushi USA, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
W / Wayfair Inc.
PEG / Public Service Enterprise Group Incorporated
EBAY / eBay Inc.
EQIX / Equinix, Inc.
NTAP / NetApp, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
ASPN / Aspen Aerogels, Inc.
CNP / CenterPoint Energy, Inc.
DOW / Dow Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TD / The Toronto-Dominion Bank
WBD / Warner Bros. Discovery, Inc.
DD / DuPont de Nemours, Inc.
PWRD / TCW ETF Trust - TCW Transform Systems ETF
CSX / CSX Corporation
TTC / The Toro Company
PLUG / Plug Power Inc.
PRGO / Perrigo Company plc
RSG / Republic Services, Inc.
K / Kellanova
EFA / iShares Trust - iShares MSCI EAFE ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VMC / Vulcan Materials Company
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
ETSY / Etsy, Inc.
ITW / Illinois Tool Works Inc.
DNP / DNP Select Income Fund Inc.
LLY / Eli Lilly and Company
SWN / Southwestern Energy Company
LRCX / Lam Research Corporation
CEG / Constellation Energy Corporation
HD / The Home Depot, Inc.
OGN / Organon & Co.
HSIC / Henry Schein, Inc.
ORLY / O'Reilly Automotive, Inc.
NVT / nVent Electric plc
ES / Eversource Energy
ALGN / Align Technology, Inc.
AAPL / Apple Inc.
PARA / Paramount Global
MCHP / Microchip Technology Incorporated
CTAS / Cintas Corporation
ROL / Rollins, Inc.
EQR / Equity Residential
IGM / iShares Trust - iShares Expanded Tech Sector ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PNR / Pentair plc
MUB / iShares Trust - iShares National Muni Bond ETF
ENB / Enbridge Inc.
CAH / Cardinal Health, Inc.
BWA / BorgWarner Inc.
IMGN / ImmunoGen, Inc.
NOC / Northrop Grumman Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AKAM / Akamai Technologies, Inc.
IOT / Samsara Inc.
TEL / TE Connectivity plc
ODD / Oddity Tech Ltd.
TSPH / CreateAI Holdings Inc.
AMKR / Amkor Technology, Inc.
SPRU / Spruce Power Holding Corporation
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
BX / Blackstone Inc.
V / Visa Inc.
NDAQ / Nasdaq, Inc.
BIO / Bio-Rad Laboratories, Inc.
INGR / Ingredion Incorporated
HEI / HEICO Corporation
INMD / InMode Ltd.
CHWY / Chewy, Inc.
FOXA / Fox Corporation
RMBL / RumbleOn, Inc.
HJEN / Direxion Shares ETF Trust - Direxion Hydrogen ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RPRX / Royalty Pharma plc
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LH / Labcorp Holdings Inc.
ZI / ZoomInfo Technologies Inc.
VICI / VICI Properties Inc.
LVS / Las Vegas Sands Corp.
NXPI / NXP Semiconductors N.V.
RC / Ready Capital Corporation
ALLE / Allegion plc
VTV / Vanguard Index Funds - Vanguard Value ETF
PAYX / Paychex, Inc.
VFC / V.F. Corporation
EXE / Expand Energy Corporation
CYBR / CyberArk Software Ltd.
GILD / Gilead Sciences, Inc.
DBI / Designer Brands Inc.
GE / General Electric Company
TDY / Teledyne Technologies Incorporated
CMCSA / Comcast Corporation
MO / Altria Group, Inc.
DXCM / DexCom, Inc.
DHR / Danaher Corporation