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.

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