Market Value34,278,225,035
Total Holdings678
File Date2025-05-15
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)
RHLD / Resolute Holdings Management, Inc.
SMHI / SEACOR Marine Holdings Inc.
EFSC / Enterprise Financial Services Corp
BEPC / Brookfield Renewable Corporation
VLN / Valens Semiconductor Ltd.
AGI / Alamos Gold Inc.
GRBK / Green Brick Partners, Inc.
ALL / The Allstate Corporation
EG / Everest Group, Ltd.
CHTR / Charter Communications, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CSWC / Capital Southwest Corporation
TMC / TMC the metals company Inc.
NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
XYL / Xylem Inc.
ALC / Alcon Inc.
UNP / Union Pacific Corporation
TSHA / Taysha Gene Therapies, Inc.
FMCE / Northern Lights Fund Trust IV - FM Compounders Equity ETF
ADBE / Adobe Inc.
GILD / Gilead Sciences, Inc.
AVAV / AeroVironment, Inc.
COO / The Cooper Companies, Inc.
DOX / Amdocs Limited
LHX / L3Harris Technologies, Inc.
PEG / Public Service Enterprise Group Incorporated
COR / Cencora, Inc.
OGN / Organon & Co.
A / Agilent Technologies, Inc.
YUM / Yum! Brands, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
LARK / Landmark Bancorp, Inc.
T / AT&T Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
FANG / Diamondback Energy, Inc.
NOW / ServiceNow, Inc.
PFE / Pfizer Inc.
TRV / The Travelers Companies, Inc.
EOLS / Evolus, Inc.
J / Jacobs Solutions Inc.
GLD / SPDR Gold Trust
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
FXNC / First National Corporation
BCO / The Brink's Company
CCI / Crown Castle Inc.
ENTG / Entegris, Inc.
PLD / Prologis, Inc.
CMG / Chipotle Mexican Grill, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
KLAC / KLA Corporation
VTS / Vitesse Energy, Inc.
JEF / Jefferies Financial Group Inc.
APD / Air Products and Chemicals, Inc.
ADI / Analog Devices, Inc.
AON / Aon plc
AMP / Ameriprise Financial, Inc.
LBRDK / Liberty Broadband Corporation
CMS / CMS Energy Corporation
TTWO / Take-Two Interactive Software, Inc.
MDU / MDU Resources Group, Inc.
PYPL / PayPal Holdings, Inc.
AFL / Aflac Incorporated
AMT / American Tower Corporation
MMM / 3M Company
ZBH / Zimmer Biomet Holdings, Inc.
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MWA / Mueller Water Products, Inc.
CDNS / Cadence Design Systems, Inc.
SWX / Southwest Gas Holdings, Inc.
BKNG / Booking Holdings Inc.
HD / The Home Depot, Inc.
KO / The Coca-Cola Company
EXC / Exelon Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PRIM / Primoris Services Corporation
AIG / American International Group, Inc.
MO / Altria Group, Inc.
TT / Trane Technologies plc
BPRN / Princeton Bancorp, Inc.
CTRA / Coterra Energy Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ZVIA / Zevia PBC
PGR / The Progressive Corporation
ARKR / Ark Restaurants Corp.
NFLX / Netflix, Inc.
BKU / BankUnited, Inc.
QXO / QXO, Inc.
FTV / Fortive Corporation
CBZ / CBIZ, Inc.
HHH / Howard Hughes Holdings Inc.
LOW / Lowe's Companies, Inc.
MLM / Martin Marietta Materials, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OTTR / Otter Tail Corporation
CAT / Caterpillar Inc.
EVLV / Evolv Technologies Holdings, Inc.
MSI / Motorola Solutions, Inc.
GTLS / Chart Industries, Inc.
CBL / CBL & Associates Properties, Inc.
AWI / Armstrong World Industries, Inc.
QQQ / Invesco QQQ Trust, Series 1
FTNT / Fortinet, Inc.
SKT / Tanger Inc.
MKL / Markel Group Inc.
CG / The Carlyle Group Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PKBK / Parke Bancorp, Inc.
NBN / Northeast Bank
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
AEE / Ameren Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GEHC / GE HealthCare Technologies Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SOLV / Solventum Corporation
CNQ / Canadian Natural Resources Limited
FI / Fiserv, Inc.
WFC / Wells Fargo & Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CL / Colgate-Palmolive Company
MS / Morgan Stanley
CZWI / Citizens Community Bancorp, Inc.
DOW / Dow Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
TRI / Thomson Reuters Corporation
IP / International Paper Company
LEN / Lennar Corporation
MGYR / Magyar Bancorp, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
YORW / The York Water Company
EVRG / Evergy, Inc.
ARIS / Aris Water Solutions, Inc.
ANSS / ANSYS, Inc.
MVBF / MVB Financial Corp.
BAH / Booz Allen Hamilton Holding Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CVX / Chevron Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
TGT / Target Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
BN / Brookfield Corporation
WH / Wyndham Hotels & Resorts, Inc.
USB / U.S. Bancorp
DGRO / iShares Trust - iShares Core Dividend Growth ETF
STE / STERIS plc
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GROV / Grove Collaborative Holdings, Inc.
BAFN / BayFirst Financial Corp.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BAER / Bridger Aerospace Group Holdings, Inc.
PAAS / Pan American Silver Corp.
AVGO / Broadcom Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SBFG / SB Financial Group, Inc.
L / Loews Corporation
CME / CME Group Inc.
TRC / Tejon Ranch Co.
AIZ / Assurant, Inc.
KEYS / Keysight Technologies, Inc.
MTCH / Match Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
ACN / Accenture plc
UBER / Uber Technologies, Inc.
QCOM / QUALCOMM Incorporated
RUM / Rumble Inc.
CCK / Crown Holdings, Inc.
BDX / Becton, Dickinson and Company
CLVT / Clarivate Plc
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NDAQ / Nasdaq, Inc.
ONON / On Holding AG
RRC / Range Resources Corporation
AMTM / Amentum Holdings, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
ONTO / Onto Innovation Inc.
NVGS / Navigator Holdings Ltd.
VRTX / Vertex Pharmaceuticals Incorporated
WNEB / Western New England Bancorp, Inc.
FSEA / First Seacoast Bancorp, Inc.
SYK / Stryker Corporation
BL / BlackLine, Inc.
ESI / Element Solutions Inc
COF / Capital One Financial Corporation
ARW / Arrow Electronics, Inc.
KMI / Kinder Morgan, Inc.
ABBV / AbbVie Inc.
FSBW / FS Bancorp, Inc.
GIS / General Mills, Inc.
NECB / Northeast Community Bancorp, Inc.
EBAY / eBay Inc.
O / Realty Income Corporation
ICE / Intercontinental Exchange, Inc.
TDY / Teledyne Technologies Incorporated
IBM / International Business Machines Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AMGN / Amgen Inc.
ADP / Automatic Data Processing, Inc.
CEF / Sprott Physical Gold and Silver Trust
BRK.A / Berkshire Hathaway Inc.
DIS / The Walt Disney Company
PLXS / Plexus Corp.
KKR / KKR & Co. Inc.
BK / The Bank of New York Mellon Corporation
AL / Air Lease Corporation
VMC / Vulcan Materials Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
CSW / CSW Industrials, Inc.
ROIV / Roivant Sciences Ltd.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PEP / PepsiCo, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MAA / Mid-America Apartment Communities, Inc.
GOOG / Alphabet Inc.
VZ / Verizon Communications Inc.
APH / Amphenol Corporation
CARR / Carrier Global Corporation
GOOGL / Alphabet Inc.
EGY / VAALCO Energy, Inc.
PNST / Pinstripes Holdings Inc.
DDOG / Datadog, Inc.
BECN / Beacon Roofing Supply, Inc.
MATV / Mativ Holdings, Inc.
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
IEX / IDEX Corporation
SUM / Summit Materials, Inc.
HOLX / Hologic, Inc.
EW / Edwards Lifesciences Corporation
DPZ / Domino's Pizza, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AZPN / Aspen Technology, Inc.
USAP / Universal Stainless & Alloy Products, Inc.
URI / United Rentals, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BRO / Brown & Brown, Inc.
GLW / Corning Incorporated
MUSA / Murphy USA Inc.
ROL / Rollins, Inc.
DGX / Quest Diagnostics Incorporated
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
RGTI / Rigetti Computing, Inc.
CTV / Innovid Corp.
IFF / International Flavors & Fragrances Inc.
RH / RH
GOLD / Barrick Mining Corporation
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
AVB / AvalonBay Communities, Inc.
SBRA / Sabra Health Care REIT, Inc.
ETN / Eaton Corporation plc
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IDA / IDACORP, Inc.
BXP / Boston Properties, Inc.
K / Kellanova
MTX / Minerals Technologies Inc.
NNBR / NN, Inc.
OGE / OGE Energy Corp.
DIA / SPDR Dow Jones Industrial Average ETF Trust
GSK / GSK plc - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
MKC / McCormick & Company, Incorporated
DEI / Douglas Emmett, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
NSC / Norfolk Southern Corporation
HCA / HCA Healthcare, Inc.
TXT / Textron Inc.
DFS / Discover Financial Services
ECG / Everus Construction Group, Inc.
RGEN / Repligen Corporation
TXN / Texas Instruments Incorporated
NOV / NOV Inc.
LENB / Lennar Corp. - Class B
OPBK / OP Bancorp
DD / DuPont de Nemours, Inc.
NTRS / Northern Trust Corporation
RXL / ProShares Trust - ProShares Ultra Health Care
TXNM / TXNM Energy, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ACU / Acme United Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
DIBS / 1stdibs.Com, Inc.
IAU / iShares Gold Trust
EFX / Equifax Inc.
UE / Urban Edge Properties
NTR / Nutrien Ltd.
CWBC / Community West Bancshares
FCX / Freeport-McMoRan Inc.
SNA / Snap-on Incorporated
ROP / Roper Technologies, Inc.
SHOP / Shopify Inc.
EEX / Emerald Holding, Inc.
NWE / NorthWestern Energy Group, Inc.
SPGI / S&P Global Inc.
BAC / Bank of America Corporation
CIEN / Ciena Corporation
PHYS / Sprott Physical Gold Trust
AJG / Arthur J. Gallagher & Co.
PSX / Phillips 66
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RYN / Rayonier Inc.
CFBK / CF Bankshares Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
WTRG / Essential Utilities, Inc.
CFG / Citizens Financial Group, Inc.
KNSL / Kinsale Capital Group, Inc.
CEG / Constellation Energy Corporation
PSLV / Sprott Physical Silver Trust
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
USCB / USCB Financial Holdings, Inc.
CHW / Calamos Global Dynamic Income Fund
CPRT / Copart, Inc.
MCHP / Microchip Technology Incorporated
SYY / Sysco Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LSBK / Lake Shore Bancorp, Inc.
LNTH / Lantheus Holdings, Inc.
OXY / Occidental Petroleum Corporation
OFG / OFG Bancorp
PDSB / PDS Biotechnology Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CI / The Cigna Group
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPE / Special Opportunities Fund, Inc.
SNPS / Synopsys, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ANET / Arista Networks Inc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SG / Sweetgreen, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
AVD / American Vanguard Corporation
CNC / Centene Corporation
QSR / Restaurant Brands International Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
LULU / lululemon athletica inc.
NEM / Newmont Corporation
WAB / Westinghouse Air Brake Technologies Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
KW / Kennedy-Wilson Holdings, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HTO / H2O America
COTY / Coty Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
TRST / TrustCo Bank Corp NY
BX / Blackstone Inc.
OLP / One Liberty Properties, Inc.
XRAY / DENTSPLY SIRONA Inc.
GGG / Graco Inc.
NEXT / NextDecade Corporation
PG / The Procter & Gamble Company
SCHW / The Charles Schwab Corporation
PNR / Pentair plc
COST / Costco Wholesale Corporation
OKE / ONEOK, Inc.
SNOW / Snowflake Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
V / Visa Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EBMT / Eagle Bancorp Montana, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
KMX / CarMax, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AZZ / AZZ Inc.
WTM / White Mountains Insurance Group, Ltd.
DBC / Invesco DB Commodity Index Tracking Fund
TMO / Thermo Fisher Scientific Inc.
BRK.B / Berkshire Hathaway Inc.
HON / Honeywell International Inc.
INTC / Intel Corporation
OZK / Bank OZK
TDW / Tidewater Inc.
CPT / Camden Property Trust
NVDA / NVIDIA Corporation
PANW / Palo Alto Networks, Inc.
PAYX / Paychex, Inc.
AZO / AutoZone, Inc.
CHD / Church & Dwight Co., Inc.
CMCSA / Comcast Corporation
VNO / Vornado Realty Trust
DE / Deere & Company
VLTO / Veralto Corporation
SCI / Service Corporation International
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TYL / Tyler Technologies, Inc.
CLSD / Clearside Biomedical, Inc.
SRE / Sempra
FELE / Franklin Electric Co., Inc.
ORLY / O'Reilly Automotive, Inc.
THO / THOR Industries, Inc.
GEN / Gen Digital Inc.
OTIS / Otis Worldwide Corporation
GE / General Electric Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DAL / Delta Air Lines, Inc.
PSA / Public Storage
WBD / Warner Bros. Discovery, Inc.
WMT / Walmart Inc.
GD / General Dynamics Corporation
XPO / XPO, Inc.
CMC / Commercial Metals Company
XOM / Exxon Mobil Corporation
PNW / Pinnacle West Capital Corporation
ORCL / Oracle Corporation
AXP / American Express Company
AMZN / Amazon.com, Inc.
AER / AerCap Holdings N.V.
VLY / Valley National Bancorp
VBTX / Veritex Holdings, Inc.
MRBK / Meridian Corporation
IQV / IQVIA Holdings Inc.
FWONA / Formula One Group
NOC / Northrop Grumman Corporation
VMEO / Vimeo, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
TRUP / Trupanion, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TK / Teekay Corporation Ltd.
ALDX / Aldeyra Therapeutics, Inc.
ATR / AptarGroup, Inc.
MDT / Medtronic plc
GAM / General American Investors Company, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ALSN / Allison Transmission Holdings, Inc.
METCB / Ramaco Resources, Inc.
UTL / Unitil Corporation
RGA / Reinsurance Group of America, Incorporated
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
IWN / iShares Trust - iShares Russell 2000 Value ETF
PBH / Prestige Consumer Healthcare Inc.
CSGP / CoStar Group, Inc.
CALC / CalciMedica, Inc.
DG / Dollar General Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GL / Globe Life Inc.
SASR / Sandy Spring Bancorp, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
MAN / ManpowerGroup Inc.
ABUS / Arbutus Biopharma Corporation
GWW / W.W. Grainger, Inc.
HBAN / Huntington Bancshares Incorporated
KMB / Kimberly-Clark Corporation
BR / Broadridge Financial Solutions, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TEL / TE Connectivity plc
CAR / Avis Budget Group, Inc.
TRS / TriMas Corporation
MSA / MSA Safety Incorporated
MAR / Marriott International, Inc.
LB / LandBridge Company LLC
NRIM / Northrim BanCorp, Inc.
SO / The Southern Company
CET / Central Securities Corporation
ED / Consolidated Edison, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BEEP / Mobile Infrastructure Corporation
SPR / Spirit AeroSystems Holdings, Inc.
CTO / CTO Realty Growth, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
BCML / BayCom Corp
KD / Kyndryl Holdings, Inc.
UVSP / Univest Financial Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ALLY / Ally Financial Inc.
MOGO / Mogo Inc.
YUMC / Yum China Holdings, Inc.
ESGR / Enstar Group Limited
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DUK / Duke Energy Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CAL / Caleres, Inc.
SIRI / Sirius XM Holdings Inc.
ARTNA / Artesian Resources Corporation
CCEP / Coca-Cola Europacific Partners PLC
VUG / Vanguard Index Funds - Vanguard Growth ETF
BIO / Bio-Rad Laboratories, Inc.
IONQ / IonQ, Inc.
STT / State Street Corporation
GPK / Graphic Packaging Holding Company
MET / MetLife, Inc.
ACP / Abrdn Income Credit Strategies Fund
NCA / Nuveen California Municipal Value Fund
MCK / McKesson Corporation
FPH / Five Point Holdings, LLC
S / SentinelOne, Inc.
PWR / Quanta Services, Inc.
ELV / Elevance Health, Inc.
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
GTES / Gates Industrial Corporation plc
CAC / Camden National Corporation
MSEX / Middlesex Water Company
BMY / Bristol-Myers Squibb Company
DVN / Devon Energy Corporation
EOG / EOG Resources, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
DMAC / DiaMedica Therapeutics Inc.
DHI / D.R. Horton, Inc.
ESQ / Esquire Financial Holdings, Inc.
HLT / Hilton Worldwide Holdings Inc.
REG / Regency Centers Corporation
HTBK / Heritage Commerce Corp
IDXX / IDEXX Laboratories, Inc.
PM / Philip Morris International Inc.
RPM / RPM International Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LVMUY / LVMH Moët Hennessy - Louis Vuitton, Société Européenne - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
POST / Post Holdings, Inc.
APO / Apollo Global Management, Inc.
SLB / Schlumberger Limited
MPC / Marathon Petroleum Corporation
MLI / Mueller Industries, Inc.
FND / Floor & Decor Holdings, Inc.
PAYC / Paycom Software, Inc.
WBS / Webster Financial Corporation
SAFT / Safety Insurance Group, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ET / Energy Transfer LP - Limited Partnership
MDLZ / Mondelez International, Inc.
TAC / TransAlta Corporation
IGRO / iShares Trust - iShares International Dividend Growth ETF
LLY / Eli Lilly and Company
METC / Ramaco Resources, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
CWCO / Consolidated Water Co. Ltd.
KIM / Kimco Realty Corporation
BOTJ / Bank of the James Financial Group, Inc.
META / Meta Platforms, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
FRST / Primis Financial Corp.
PAVM / PAVmed Inc.
BLK / BlackRock, Inc.
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
PPBI / Pacific Premier Bancorp, Inc.
PR / Permian Resources Corporation
TSLA / Tesla, Inc.
AWK / American Water Works Company, Inc.
ITW / Illinois Tool Works Inc.
SPY / SPDR S&P 500 ETF
ZTS / Zoetis Inc.
MSFT / Microsoft Corporation
TMUS / T-Mobile US, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
BWXT / BWX Technologies, Inc.
NEE / NextEra Energy, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
SGC / Superior Group of Companies, Inc.
HESM / Hess Midstream LP
WTW / Willis Towers Watson Public Limited Company
VPU / Vanguard World Fund - Vanguard Utilities ETF
CP / Canadian Pacific Kansas City Limited
AMD / Advanced Micro Devices, Inc.
KLTR / Kaltura, Inc.
LUCD / Lucid Diagnostics Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CFR / Cullen/Frost Bankers, Inc.
ARES / Ares Management Corporation
BRKL / Brookline Bancorp, Inc.
INGR / Ingredion Incorporated
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
POR / Portland General Electric Company
NI / NiSource Inc.
LH / Labcorp Holdings Inc.
TMHC / Taylor Morrison Home Corporation
OPK / OPKO Health, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
MMC / Marsh & McLennan Companies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KNF / Knife River Corporation
SBUX / Starbucks Corporation
APG / APi Group Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
RY / Royal Bank of Canada
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
UG / United-Guardian, Inc.
MNSB / MainStreet Bancshares, Inc.
BSX / Boston Scientific Corporation
MRK / Merck & Co., Inc.
BA / The Boeing Company
OVID / Ovid Therapeutics Inc.
ADT / ADT Inc.
FWONK / Formula One Group
UPS / United Parcel Service, Inc.
AKR / Acadia Realty Trust
MA / Mastercard Incorporated
ES / Eversource Energy
PRU / Prudential Financial, Inc.
ENB / Enbridge Inc.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
CARE / Carter Bankshares, Inc.
ISRG / Intuitive Surgical, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MTB / M&T Bank Corporation
QIPT / Quipt Home Medical Corp.
BRT / BRT Apartments Corp.
ACGL / Arch Capital Group Ltd.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PRK / Park National Corporation
MU / Micron Technology, Inc.
BAM / Brookfield Asset Management Ltd.
TDG / TransDigm Group Incorporated
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
PAYO / Payoneer Global Inc.
TGB / Taseko Mines Limited
CERS / Cerus Corporation
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
NVT / nVent Electric plc
AXS / AXIS Capital Holdings Limited
AOS / A. O. Smith Corporation
EXR / Extra Space Storage Inc.
CSX / CSX Corporation
LBRDA / Liberty Broadband Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MCO / Moody's Corporation
LLYVA / Liberty Live Group
PTEN / Patterson-UTI Energy, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
OWL / Blue Owl Capital Inc.
MGM / MGM Resorts International
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DHR / Danaher Corporation
CPNG / Coupang, Inc.
CPK / Chesapeake Utilities Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
NUE / Nucor Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
CMP / Compass Minerals International, Inc.
LLYVK / Liberty Live Group
CTAS / Cintas Corporation
IAC / IAC Inc.
PCYO / Pure Cycle Corporation
RF / Regions Financial Corporation
NKE / NIKE, Inc.
AUB / Atlantic Union Bankshares Corporation
HES / Hess Corporation
OMC / Omnicom Group Inc.
WM / Waste Management, Inc.
EMR / Emerson Electric Co.
HSY / The Hershey Company
AME / AMETEK, Inc.
LMT / Lockheed Martin Corporation
AAPL / Apple Inc.
HTH / Hilltop Holdings Inc.
MCD / McDonald's Corporation
C / Citigroup Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AMAL / Amalgamated Financial Corp.
CVS / CVS Health Corporation
WMB / The Williams Companies, Inc.
FMCX / Northern Lights Fund Trust IV - FM Focus Equity ETF
CHMG / Chemung Financial Corporation
CFFI / C&F Financial Corporation
IMRX / Immuneering Corporation
WAT / Waters Corporation
NATH / Nathan's Famous, Inc.
UNH / UnitedHealth Group Incorporated
CMPO / CompoSecure, Inc.
GEV / GE Vernova Inc.
BIPC / Brookfield Infrastructure Corporation
PLTR / Palantir Technologies Inc.
VRT / Vertiv Holdings Co
CRM / Salesforce, Inc.
SOUN / SoundHound AI, Inc.
COHR / Coherent Corp.
CACC / Credit Acceptance Corporation
CSCO / Cisco Systems, Inc.
GM / General Motors Company
CTVA / Corteva, Inc.
MIR / Mirion Technologies, Inc.
JPM / JPMorgan Chase & Co.
TJX / The TJX Companies, Inc.
PH / Parker-Hannifin Corporation
COP / ConocoPhillips
EXPD / Expeditors International of Washington, Inc.
JNJ / Johnson & Johnson
FAST / Fastenal Company
BKH / Black Hills Corporation
STZ / Constellation Brands, Inc.
CB / Chubb Limited
CRWS / Crown Crafts, Inc.
CLX / The Clorox Company
BALL / Ball Corporation
PNC / The PNC Financial Services Group, Inc.
LIN / Linde plc
DRI / Darden Restaurants, Inc.
AVY / Avery Dennison Corporation
FDX / FedEx Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
RHI / Robert Half Inc.
RTX / RTX Corporation
AEP / American Electric Power Company, Inc.
TPL / Texas Pacific Land Corporation