Market Value1,244,031,336
Total Holdings633
File Date2025-02-06
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)
IGF / iShares Trust - iShares Global Infrastructure ETF
ROP / Roper Technologies, Inc.
MKC.V / McCormick & Company, Incorporated
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IEX / IDEX Corporation
GIS / General Mills, Inc.
CAT / Caterpillar Inc.
REG / Regency Centers Corporation
WPC / W. P. Carey Inc.
MTDR / Matador Resources Company
CB / Chubb Limited
ICE / Intercontinental Exchange, Inc.
MC / Moelis & Company
STT / State Street Corporation
LDOS / Leidos Holdings, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
INGR / Ingredion Incorporated
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
PNC / The PNC Financial Services Group, Inc.
INTC / Intel Corporation
NXPI / NXP Semiconductors N.V.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NUE / Nucor Corporation
PG / The Procter & Gamble Company
ISRG / Intuitive Surgical, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ABT / Abbott Laboratories
BX / Blackstone Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
FLT / Corpay, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DOW / Dow Inc.
SPGI / S&P Global Inc.
FDX / FedEx Corporation
GTLS / Chart Industries, Inc.
CM / Canadian Imperial Bank of Commerce
SM / SM Energy Company
TCPC / BlackRock TCP Capital Corp.
HI / Hillenbrand, Inc.
CLX / The Clorox Company
CFG / Citizens Financial Group, Inc.
HUBG / Hub Group, Inc.
ABSI / Absci Corporation
TECK / Teck Resources Limited
FLS / Flowserve Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FTV / Fortive Corporation
ACI / Albertsons Companies, Inc.
ETHE / Grayscale Ethereum Trust
GLW / Corning Incorporated
CBRE / CBRE Group, Inc.
GF / The New Germany Fund, Inc.
SKY / Champion Homes, Inc.
IBIT / iShares Bitcoin Trust ETF
HAE / Haemonetics Corporation
ESOA / Energy Services of America Corporation
DVN / Devon Energy Corporation
MKL / Markel Group Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
CI / The Cigna Group
QCOM / QUALCOMM Incorporated
MS / Morgan Stanley
WING / Wingstop Inc.
INFA / Informatica Inc.
GIL / Gildan Activewear Inc.
MGNI / Magnite, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
CPT / Camden Property Trust
MMS / Maximus, Inc.
CAH / Cardinal Health, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
WLY / John Wiley & Sons, Inc.
TRV / The Travelers Companies, Inc.
TROX / Tronox Holdings plc
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
QXO / QXO, Inc.
COLB / Columbia Banking System, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CACI / CACI International Inc
DIS / The Walt Disney Company
URI / United Rentals, Inc.
AGCO / AGCO Corporation
KMX / CarMax, Inc.
EVR / Evercore Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
BGC / BGC Group, Inc.
OTIS / Otis Worldwide Corporation
RGLD / Royal Gold, Inc.
EXPE / Expedia Group, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
STLD / Steel Dynamics, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GLD / SPDR Gold Trust
TKR / The Timken Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
XPRO / Expro Group Holdings N.V.
DOX / Amdocs Limited
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CGBD / Carlyle Secured Lending, Inc.
ACN / Accenture plc
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BDC / Belden Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
NI / NiSource Inc.
AMAT / Applied Materials, Inc.
ADI / Analog Devices, Inc.
VTRS / Viatris Inc.
GMED / Globus Medical, Inc.
TECH / Bio-Techne Corporation
ODFL / Old Dominion Freight Line, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FERG / Ferguson Enterprises Inc.
CEG / Constellation Energy Corporation
CWST / Casella Waste Systems, Inc.
GEV / GE Vernova Inc.
BDX / Becton, Dickinson and Company
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
TEAM / Atlassian Corporation
TGT / Target Corporation
UNP / Union Pacific Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
AFL / Aflac Incorporated
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GM / General Motors Company
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CG / The Carlyle Group Inc.
STX / Seagate Technology Holdings plc
APO / Apollo Global Management, Inc.
GSHD / Goosehead Insurance, Inc
VUG / Vanguard Index Funds - Vanguard Growth ETF
PTON / Peloton Interactive, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
APG / APi Group Corporation
RTX / RTX Corporation
JBI / Janus International Group, Inc.
NYAX / Nayax Ltd.
FIX / Comfort Systems USA, Inc.
SO / The Southern Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NXST / Nexstar Media Group, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
KNX / Knight-Swift Transportation Holdings Inc.
FND / Floor & Decor Holdings, Inc.
DOC / Healthpeak Properties, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TRU / TransUnion
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
MSI / Motorola Solutions, Inc.
CDNS / Cadence Design Systems, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VCEL / Vericel Corporation
CF / CF Industries Holdings, Inc.
PAYC / Paycom Software, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
CHEF / The Chefs' Warehouse, Inc.
MDLZ / Mondelez International, Inc.
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF
GE / General Electric Company Call
CNQ / Canadian Natural Resources Limited
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
TDG / TransDigm Group Incorporated
MCO / Moody's Corporation
SLV / iShares Silver Trust
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ADP / Automatic Data Processing, Inc.
YUM / Yum! Brands, Inc.
MRK / Merck & Co., Inc.
KVUE / Kenvue Inc.
FI / Fiserv, Inc.
EXPD / Expeditors International of Washington, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
FAST / Fastenal Company
TXN / Texas Instruments Incorporated
ELME / Elme Communities
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SWK / Stanley Black & Decker, Inc.
LH / Labcorp Holdings Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PR / Permian Resources Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
AN / AutoNation, Inc.
RACE / Ferrari N.V.
AIG / American International Group, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
KHC / The Kraft Heinz Company
TT / Trane Technologies plc
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
OMF / OneMain Holdings, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
INTU / Intuit Inc.
MAR / Marriott International, Inc.
BAM / Brookfield Asset Management Ltd.
DEO / Diageo plc - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AON / Aon plc
FCPT / Four Corners Property Trust, Inc.
RUSHA / Rush Enterprises, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TROW / T. Rowe Price Group, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KNSL / Kinsale Capital Group, Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
RGEN / Repligen Corporation
NSIT / Insight Enterprises, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
LIN / Linde plc
HD / The Home Depot, Inc.
TTWO / Take-Two Interactive Software, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ARCC / Ares Capital Corporation
NLOP / Net Lease Office Properties
UPS / United Parcel Service, Inc.
IRM / Iron Mountain Incorporated
ALK / Alaska Air Group, Inc.
CVX / Chevron Corporation
SBUX / Starbucks Corporation
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
ALSN / Allison Transmission Holdings, Inc.
ABNB / Airbnb, Inc.
BLDR / Builders FirstSource, Inc.
NU / Nu Holdings Ltd.
DIOD / Diodes Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SYF / Synchrony Financial
IYW / iShares Trust - iShares U.S. Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NTRS / Northern Trust Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
APP / AppLovin Corporation Call
ANSS / ANSYS, Inc.
MELI / MercadoLibre, Inc.
SPY / SPDR S&P 500 ETF
GBTC / Grayscale Bitcoin Trust (BTC)
DHR / Danaher Corporation
GLOB / Globant S.A.
RF / Regions Financial Corporation
ENB / Enbridge Inc.
JHX / James Hardie Industries plc
AMCR / Amcor plc
UWM / ProShares Trust - ProShares Ultra Russell2000
SLGN / Silgan Holdings Inc.
DG / Dollar General Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
BN / Brookfield Corporation
ETN / Eaton Corporation plc
IWB / iShares Trust - iShares Russell 1000 ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CMCSA / Comcast Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
WMB / The Williams Companies, Inc.
WEX / WEX Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
WHR / Whirlpool Corporation
SFM / Sprouts Farmers Market, Inc.
HCA / HCA Healthcare, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SOXX / iShares Trust - iShares Semiconductor ETF
TJX / The TJX Companies, Inc.
FCNCA / First Citizens BancShares, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ORCL / Oracle Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AGO / Assured Guaranty Ltd.
GD / General Dynamics Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ANET / Arista Networks Inc
SBGI / Sinclair, Inc.
BRK.B / Berkshire Hathaway Inc.
TBBB / BBB Foods Inc.
ABM / ABM Industries Incorporated
WM / Waste Management, Inc.
F / Ford Motor Company
PLD / Prologis, Inc.
AJG / Arthur J. Gallagher & Co.
OWL / Blue Owl Capital Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
KLAC / KLA Corporation
FOUR / Shift4 Payments, Inc.
UNH / UnitedHealth Group Incorporated
MTZ / MasTec, Inc.
EBC / Eastern Bankshares, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CYBR / CyberArk Software Ltd.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ABCB / Ameris Bancorp
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FNB / F.N.B. Corporation
HST / Host Hotels & Resorts, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
G / Genpact Limited
SITE / SiteOne Landscape Supply, Inc.
OMC / Omnicom Group Inc.
ACVA / ACV Auctions Inc.
PANW / Palo Alto Networks, Inc.
PSX / Phillips 66
EHC / Encompass Health Corporation
USFD / US Foods Holding Corp.
CTVA / Corteva, Inc.
AVGO / Broadcom Inc.
AMZN / Amazon.com, Inc.
CSGP / CoStar Group, Inc.
ACHC / Acadia Healthcare Company, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
MCD / McDonald's Corporation
O / Realty Income Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WPM / Wheaton Precious Metals Corp.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
WST / West Pharmaceutical Services, Inc.
A / Agilent Technologies, Inc.
PBF / PBF Energy Inc.
ALLE / Allegion plc
MPWR / Monolithic Power Systems, Inc.
ITW / Illinois Tool Works Inc.
AEP / American Electric Power Company, Inc.
BFLY / Butterfly Network, Inc.
EME / EMCOR Group, Inc.
IT / Gartner, Inc.
IVT / InvenTrust Properties Corp.
HIG / The Hartford Insurance Group, Inc.
VEEV / Veeva Systems Inc.
EP / Empire Petroleum Corporation
AVT / Avnet, Inc.
GOOG / Alphabet Inc.
QQQ / Invesco QQQ Trust, Series 1
TYL / Tyler Technologies, Inc.
MPW / Medical Properties Trust, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HUBB / Hubbell Incorporated
CODI / Compass Diversified
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
JBL / Jabil Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
LNTH / Lantheus Holdings, Inc.
TLRY / Tilray Brands, Inc.
META / Meta Platforms, Inc.
WGO / Winnebago Industries, Inc.
LMT / Lockheed Martin Corporation
VLO / Valero Energy Corporation
KFY / Korn Ferry
PYPL / PayPal Holdings, Inc.
PFE / Pfizer Inc.
RCL / Royal Caribbean Cruises Ltd.
SE / Sea Limited - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
LKQ / LKQ Corporation
ADSK / Autodesk, Inc.
WELL / Welltower Inc.
NOC / Northrop Grumman Corporation
NKE / NIKE, Inc.
BLK / BlackRock, Inc.
PM / Philip Morris International Inc.
CVS / CVS Health Corporation
BAC / Bank of America Corporation
PEP / PepsiCo, Inc.
NFLX / Netflix, Inc.
KO / The Coca-Cola Company
WNS / WNS (Holdings) Limited
JPM / JPMorgan Chase & Co.
DELL / Dell Technologies Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
NOW / ServiceNow, Inc.
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
WSC / WillScot Holdings Corporation
KMB / Kimberly-Clark Corporation
LRCX / Lam Research Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
ETH / Grayscale Ethereum Mini Trust ETF
CRI / Carter's, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BCE / BCE Inc.
LLY / Eli Lilly and Company
RS / Reliance, Inc.
UFPI / UFP Industries, Inc.
AMG / Affiliated Managers Group, Inc.
TEX / Terex Corporation
ARRY / Array Technologies, Inc.
BTC / Grayscale Bitcoin Mini Trust
MMC / Marsh & McLennan Companies, Inc.
DFS / Discover Financial Services
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PI / Impinj, Inc.
IBP / Installed Building Products, Inc.
GILD / Gilead Sciences, Inc.
BTO / B2Gold Corp.
IIPR / Innovative Industrial Properties, Inc.
IBM / International Business Machines Corporation
HALO / Halozyme Therapeutics, Inc.
LYB / LyondellBasell Industries N.V.
PFG / Principal Financial Group, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
BWIN / The Baldwin Insurance Group, Inc.
ADBE / Adobe Inc.
MLKN / MillerKnoll, Inc.
MSCI / MSCI Inc.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
TMHC / Taylor Morrison Home Corporation
PLNT / Planet Fitness, Inc.
LHX / L3Harris Technologies, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
DRS / Leonardo DRS, Inc.
JNJ / Johnson & Johnson
MDT / Medtronic plc
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IRT / Independence Realty Trust, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WD / Walker & Dunlop, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
EVGO / EVgo, Inc.
WFC / Wells Fargo & Company
SR / Spire Inc.
MCK / McKesson Corporation
EWBC / East West Bancorp, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
COR / Cencora, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
WCN / Waste Connections, Inc.
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
XEL / Xcel Energy Inc.
SYK / Stryker Corporation
TWLO / Twilio Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SU / Suncor Energy Inc.
MAS / Masco Corporation
T / AT&T Inc.
ATAI / Atai Life Sciences N.V.
SHOP / Shopify Inc.
BKNG / Booking Holdings Inc.
MMM / 3M Company
VST / Vistra Corp.
USB / U.S. Bancorp
GSK / GSK plc - Depositary Receipt (Common Stock)
COP / ConocoPhillips
CL / Colgate-Palmolive Company
HSY / The Hershey Company
EXC / Exelon Corporation
CME / CME Group Inc.
FIS / Fidelity National Information Services, Inc.
STAG / STAG Industrial, Inc.
HAS / Hasbro, Inc.
SBR / Sabine Royalty Trust
CSX / CSX Corporation
CSL / Carlisle Companies Incorporated
SNPS / Synopsys, Inc.
D / Dominion Energy, Inc.
ELV / Elevance Health, Inc.
BSX / Boston Scientific Corporation
ECL / Ecolab Inc.
WBS / Webster Financial Corporation
MCHP / Microchip Technology Incorporated
MKC / McCormick & Company, Incorporated
HBAN / Huntington Bancshares Incorporated
AMD / Advanced Micro Devices, Inc.
LRCX / Lam Research Corporation
TMO / Thermo Fisher Scientific Inc.
BMY / Bristol-Myers Squibb Company
ADNT / Adient plc
LUV / Southwest Airlines Co.
BLMN / Bloomin' Brands, Inc.
MRO / Marathon Oil Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
CR / Crane Company
FCX / Freeport-McMoRan Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CWH / Camping World Holdings, Inc.
UBER / Uber Technologies, Inc.
WEC / WEC Energy Group, Inc.
MTD / Mettler-Toledo International Inc.
GDDY / GoDaddy Inc.
PGR / The Progressive Corporation
VRSK / Verisk Analytics, Inc.
MET / MetLife, Inc.
EMR / Emerson Electric Co.
EBAY / eBay Inc.
HEIA / Heico Corp. - Class A
NVT / nVent Electric plc
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LEO / BNY Mellon Strategic Municipals, Inc.
GEF / Greif, Inc.
KMI / Kinder Morgan, Inc.
PPBI / Pacific Premier Bancorp, Inc.
DE / Deere & Company
WSFS / WSFS Financial Corporation
CTAS / Cintas Corporation
PRU / Prudential Financial, Inc.
KRG / Kite Realty Group Trust
PHM / PulteGroup, Inc.
MEDP / Medpace Holdings, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
TGLS / Tecnoglass Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PLTR / Palantir Technologies Inc.
CMI / Cummins Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UTI / Universal Technical Institute, Inc.
WMT / Walmart Inc.
TAP / Molson Coors Beverage Company
FANG / Diamondback Energy, Inc.
TTD / The Trade Desk, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
LOW / Lowe's Companies, Inc.
IP / International Paper Company
APPF / AppFolio, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
GS / The Goldman Sachs Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
EA / Electronic Arts Inc.
BG / Bunge Global SA
V / Visa Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MPLX / MPLX LP - Limited Partnership
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
PPL / PPL Corporation
TMUS / T-Mobile US, Inc.
TFX / Teleflex Incorporated
DHI / D.R. Horton, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
AXTA / Axalta Coating Systems Ltd.
THS / TreeHouse Foods, Inc.
GSBD / Goldman Sachs BDC, Inc.
BAH / Booz Allen Hamilton Holding Corporation
EG / Everest Group, Ltd.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BA / The Boeing Company
DIA / SPDR Dow Jones Industrial Average ETF Trust
DD / DuPont de Nemours, Inc.
APD / Air Products and Chemicals, Inc.
ZTS / Zoetis Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FLUT / Flutter Entertainment plc
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
PNFP / Pinnacle Financial Partners, Inc.
TEL / TE Connectivity plc
C.WSA / Citigroup, Inc.
NSC / Norfolk Southern Corporation
BHRB / Burke & Herbert Financial Services Corp.
TRP / TC Energy Corporation
ARE / Alexandria Real Estate Equities, Inc.
C / Citigroup Inc. - Corporate Bond/Note
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NTAP / NetApp, Inc.
ASGN / ASGN Incorporated
NWE / NorthWestern Energy Group, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AAON / AAON, Inc.
VZ / Verizon Communications Inc.
OC / Owens Corning
COIN / Coinbase Global, Inc.
KLIC / Kulicke and Soffa Industries, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
OXY / Occidental Petroleum Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CRH / CRH plc
JCI / Johnson Controls International plc
GEHC / GE HealthCare Technologies Inc.
ORLY / O'Reilly Automotive, Inc.
MSFT / Microsoft Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CMC / Commercial Metals Company
MO / Altria Group, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
MIDD / The Middleby Corporation
VLTO / Veralto Corporation
AQNB / Algonquin Power & Utilities Corp. - Corporate Bond/Note
TSLA / Tesla, Inc.
ENTG / Entegris, Inc.
MA / Mastercard Incorporated
COF / Capital One Financial Corporation
SCHW / The Charles Schwab Corporation
CRWD / CrowdStrike Holdings, Inc.
ALAB / Astera Labs, Inc.
CCK / Crown Holdings, Inc.
SNA / Snap-on Incorporated
VERX / Vertex, Inc.
CTRA / Coterra Energy Inc.
JBHT / J.B. Hunt Transport Services, Inc.
GOOGL / Alphabet Inc.
CRM / Salesforce, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ALC / Alcon Inc.
EW / Edwards Lifesciences Corporation
OPEN / Opendoor Technologies Inc.
AXP / American Express Company
APP / AppLovin Corporation
KNF / Knife River Corporation
GE / General Electric Company
QRVO / Qorvo, Inc.
AFG / American Financial Group, Inc.
SYY / Sysco Corporation
CCEP / Coca-Cola Europacific Partners PLC
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ICLR / ICON Public Limited Company
SLF / Sun Life Financial Inc.
BMO / Bank of Montreal
ELUT / Elutia Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
AMGN / Amgen Inc.
TD / The Toronto-Dominion Bank
NVDA / NVIDIA Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
XOM / Exxon Mobil Corporation
SSNC / SS&C Technologies Holdings, Inc.
DUK / Duke Energy Corporation
VMC / Vulcan Materials Company
ABBV / AbbVie Inc.
WDAY / Workday, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CHDN / Churchill Downs Incorporated
NEE / NextEra Energy, Inc.
AWI / Armstrong World Industries, Inc.
BIIB / Biogen Inc.
EOG / EOG Resources, Inc.
AZO / AutoZone, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
GPN / Global Payments Inc.
MPC / Marathon Petroleum Corporation
KAR / OPENLANE, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CINF / Cincinnati Financial Corporation
BC / Brunswick Corporation
SKX / Skechers U.S.A., Inc.
TTEK / Tetra Tech, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GWRE / Guidewire Software, Inc.
ET / Energy Transfer LP - Limited Partnership
VRNT / Verint Systems Inc.
BBY / Best Buy Co., Inc.
AL / Air Lease Corporation
AAPL / Apple Inc.