2025-09-19 |
NPORT-P |
APH
/ Amphenol
|
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A
|
1,259,841 |
1,288,551 |
2.28 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
86,440 |
76,094 |
-11.97 |
2025-09-17 |
13F-HR/A |
APH
/ Amphenol
|
Bank Julius Baer & Co. Ltd, Zurich
|
242,783 |
2,162,704 |
790.80 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
148,939 |
144,820 |
-2.77 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
35,145 |
34,580 |
-1.61 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
38,164 |
37,618 |
-1.43 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
77,581 |
75,509 |
-2.67 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
7,080 |
7,080 |
0.00 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
30,756 |
31,717 |
3.12 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
2,400 |
2,400 |
0.00 |
2025-09-17 |
NPORT-P |
APH
/ Amphenol
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
444,423 |
355,842 |
-19.93 |
2025-09-17 |
NPORT-P |
MEI
/ Methode Electronics
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
3,138 |
3,138 |
0.00 |
2025-09-15 |
13F-HR/A |
MEI
/ Methode Electronics
|
Charles Schwab Investment Management Inc
|
379,416 |
475,354 |
25.29 |
2025-09-15 |
13F-HR/A |
APH
/ Amphenol
|
Charles Schwab Investment Management Inc
|
6,760,270 |
6,943,189 |
2.71 |
2025-09-12 |
13F-HR/A |
APH
/ Amphenol
|
Valeo Financial Advisors, LLC
|
8,780 |
9,518 |
8.41 |
2025-09-11 |
NPORT-P |
APH
/ Amphenol
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
32,685 |
24,805 |
-24.11 |
2025-09-11 |
NPORT-P |
APH
/ Amphenol
|
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
|
33,470 |
23,555 |
-29.62 |
2025-09-08 |
SCHEDULE 13G/A |
MEI
/ Methode Electronics
|
Fmr Llc
|
5,129,211 |
3,046,876 |
-40.60 |
2025-09-05 |
13F-HR |
APH
/ Amphenol
|
Abn Amro Investment Solutions
|
3,314 |
2,802 |
-15.45 |
2025-09-05 |
13F-HR |
APH
/ Amphenol
|
Abn Amro Investment Solutions
|
2,802 |
2,273 |
-18.88 |
2025-09-05 |
13F-HR |
APH
/ Amphenol
|
Abn Amro Investment Solutions
|
|
3,314 |
|
2025-09-04 |
13F-HR |
APH
/ Amphenol
|
Abn Amro Investment Solutions
|
2,273 |
0 |
-100.00 |
2025-09-04 |
13F-HR/A |
APH
/ Amphenol
|
Advisor Group Holdings, Inc.
|
93,837 |
103,716 |
10.53 |
2025-09-04 |
13F-HR |
APH
/ Amphenol
|
SevenBridge Financial Group, LLC
|
6,360 |
6,360 |
0.00 |
2025-09-04 |
13F-HR/A |
RFIL
/ RF Industries
|
Advisor Group Holdings, Inc.
|
675 |
200 |
-70.37 |
2025-09-04 |
13F-HR |
APH
/ Amphenol
|
Reynders McVeigh Capital Management, LLC
|
603,028 |
569,812 |
-5.51 |
2025-09-04 |
13F-HR/A |
MEI
/ Methode Electronics
|
Advisor Group Holdings, Inc.
|
325 |
329 |
1.23 |
2025-09-03 |
13F-HR |
APH
/ Amphenol
|
American Trust
|
52,111 |
53,364 |
2.40 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
16,664 |
15,840 |
-4.94 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class
|
150,502 |
150,502 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
43,903 |
53,382 |
21.59 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
1,593,802 |
1,859,851 |
16.69 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
4,056 |
3,705 |
-8.65 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
53,010 |
74,343 |
40.24 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
36,476 |
30,784 |
-15.60 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
21,297 |
21,114 |
-0.86 |
2025-08-29 |
13F-HR |
XPH
/ Amphenol
|
Evolution Wealth Management Inc.
|
|
310 |
|
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
14,484 |
14,484 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
41,500 |
40,700 |
-1.93 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
1,243,372 |
1,336,039 |
7.45 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
76,380 |
102,272 |
33.90 |
2025-08-29 |
NPORT-P |
RFIL
/ RF Industries
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
120 |
120 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
STRV - EA Series Trust - Strive 500 ETF
|
19,598 |
20,921 |
6.75 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
1,440,622 |
1,155,472 |
-19.79 |
2025-08-29 |
NPORT-P |
RFIL
/ RF Industries
|
180 Degree Capital Corp. /ny/
|
472,506 |
472,506 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
88 |
264 |
200.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
3,000 |
1,819 |
-39.37 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
17,982 |
18,365 |
2.13 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
14,455 |
10,204 |
-29.41 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z
|
228,340 |
130,540 |
-42.83 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
2,766 |
2,284 |
-17.43 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
19,005 |
19,275 |
1.42 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
Gabelli Multimedia Trust Inc.
|
13,000 |
13,000 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
271 |
271 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
78,477 |
79,320 |
1.07 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
3,635 |
3,804 |
4.65 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
22,670 |
23,098 |
1.89 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
1,580 |
453 |
-71.33 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
488 |
488 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
229,345 |
189,139 |
-17.53 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
Gabelli Equity Trust Inc
|
28,000 |
28,000 |
0.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
670,562 |
653,338 |
-2.57 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
15,200 |
0 |
-100.00 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
19,367 |
20,099 |
3.78 |
2025-08-29 |
13F-HR |
XPH
/ Amphenol
|
Total Investment Management Inc
|
|
30 |
|
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
574,494 |
574,047 |
-0.08 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
1,944,040 |
1,901,974 |
-2.16 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
1,146,480 |
1,174,610 |
2.45 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
7,709 |
138,057 |
1,690.85 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
7,198 |
8,166 |
13.45 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
87,347 |
85,406 |
-2.22 |
2025-08-29 |
NPORT-P |
APH
/ Amphenol
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
251,313 |
251,313 |
0.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A
|
1,690 |
1,690 |
0.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
4,122 |
4,122 |
0.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
2,971 |
2,971 |
0.00 |
2025-08-29 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A
|
9,800 |
10,600 |
8.16 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
18,199 |
18,564 |
2.01 |
2025-08-29 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A
|
5,300 |
5,300 |
0.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
5,541 |
5,142 |
-7.20 |
2025-08-29 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
|
875 |
875 |
0.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
600 |
808 |
34.67 |
2025-08-29 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A
|
53,700 |
41,100 |
-23.46 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
127,268 |
139,264 |
9.43 |
2025-08-29 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A
|
36,260 |
41,460 |
14.34 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
7,370 |
6,803 |
-7.69 |
2025-08-29 |
SCHEDULE 13G/A |
IEHC
/ IEH
|
Intelligent Fanatics Capital Management LLC
|
123,163 |
104,147 |
-15.44 |
2025-08-29 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A
|
15,800 |
15,200 |
-3.80 |
2025-08-29 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A
|
2,500 |
2,900 |
16.00 |
2025-08-29 |
NPORT-P |
MEI
/ Methode Electronics
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
160,800 |
160,244 |
-0.35 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
265,560 |
304,471 |
14.65 |
2025-08-28 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund
|
12,480 |
11,880 |
-4.81 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
20,566 |
19,680 |
-4.31 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
3,160 |
6,810 |
115.51 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
1,398 |
1,398 |
0.00 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
933,006 |
854,166 |
-8.45 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
|
75,945 |
|
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
40,778 |
41,802 |
2.51 |
2025-08-28 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF
|
6,754 |
7,034 |
4.15 |
2025-08-28 |
NPORT-P |
HRSEF
/ Hirose Electric Co.
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
95,900 |
107,500 |
12.10 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
324 |
324 |
0.00 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
12,080 |
12,680 |
4.97 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
4,365 |
4,365 |
0.00 |
2025-08-28 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
22,240 |
22,240 |
0.00 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
3,160 |
3,390 |
7.28 |
2025-08-28 |
NPORT-P |
HRO
/ Hirose Electric Co.
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
7,000 |
7,700 |
10.00 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
318,980 |
309,397 |
-3.00 |
2025-08-28 |
NPORT-P |
YMECF
/ Yamaichi Electronics Co.
|
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF
|
15,200 |
14,900 |
-1.97 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
233 |
233 |
0.00 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
629 |
1,018 |
61.84 |
2025-08-28 |
NPORT-P |
MEI
/ Methode Electronics
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
14,933 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
8,481 |
9,767 |
15.16 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
14,021 |
13,585 |
-3.11 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
177,905 |
79,504 |
-55.31 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
2,694 |
2,966 |
10.10 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
767 |
706 |
-7.95 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
1,375,990 |
1,418,351 |
3.08 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
2,701 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
6,148 |
5,062 |
-17.66 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
33,632 |
25,930 |
-22.90 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
15,295 |
15,477 |
1.19 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
9,630 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
94,000 |
94,000 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
9,630 |
9,630 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
3,094 |
3,165 |
2.29 |
2025-08-28 |
13F-HR |
APH
/ Amphenol
|
China Universal Asset Management Co., Ltd.
|
51,200 |
48,000 |
-6.25 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Spdr S&p 500 Etf Trust
|
14,665,128 |
14,670,164 |
0.03 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
3,726 |
658 |
-82.34 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
6,098 |
6,848 |
12.30 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
9,692 |
9,449 |
-2.51 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
315,090 |
234,952 |
-25.43 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
266 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
5,873 |
5,789 |
-1.43 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
|
34,408 |
30,780 |
-10.54 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
6,224 |
3,598 |
-42.19 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
15,445 |
4,389 |
-71.58 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
9,448,936 |
9,616,301 |
1.77 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
4,589 |
2,359 |
-48.59 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
66,920 |
66,321 |
-0.90 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
12,256 |
11,956 |
-2.45 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
69,715 |
36,127 |
-48.18 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
209,248 |
209,248 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
566 |
1,327 |
134.45 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
11,007 |
6,111 |
-44.48 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
4,680 |
4,337 |
-7.33 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
7,125 |
5,577 |
-21.73 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
1,495,351 |
1,667,299 |
11.50 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
11,133 |
11,133 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
467 |
420 |
-10.06 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
366,380 |
423,280 |
15.53 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
40,890 |
96,560 |
136.15 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
67,826 |
67,177 |
-0.96 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
63,980 |
63,980 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
92,600 |
73,000 |
-21.17 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
2,914 |
15,132 |
419.29 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
13,954 |
11,506 |
-17.54 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
2,417 |
2,477 |
2.48 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
1,858 |
1,912 |
2.91 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
16,540 |
12,501 |
-24.42 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BBR ALO Fund, LLC
|
393,412 |
388,663 |
-1.21 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
23,964 |
24,064 |
0.42 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
52,149 |
51,863 |
-0.55 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Nuveen Multi-Asset Income Fund
|
6,788 |
8,528 |
25.63 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
1,632 |
1,575 |
-3.49 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
0 |
13,884 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Madison Covered Call & Equity Strategy Fund
|
30,000 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
8,640 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
2,064 |
1,980 |
-4.07 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
15,046 |
8,508 |
-43.45 |
2025-08-28 |
NPORT-P |
RFIL
/ RF Industries
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
21,140 |
18,788 |
-11.13 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
2,280 |
2,725 |
19.52 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
24,445 |
14,921 |
-38.96 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
6,244 |
6,101 |
-2.29 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
1,555,689 |
1,629,994 |
4.78 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
7,572 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
83,969 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
219,288 |
223,688 |
2.01 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
31,224 |
25,814 |
-17.33 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
536,720 |
548,160 |
2.13 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
182,565 |
79,013 |
-56.72 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
3,073 |
1,755 |
-42.89 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
128,726 |
91,654 |
-28.80 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
26,826 |
11,921 |
-55.56 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
23,170 |
22,920 |
-1.08 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Humankind Benefit Corp - Humankind US Stock ETF
|
1,100 |
997 |
-9.36 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
|
57,340 |
42,440 |
-25.99 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
3,835 |
5,002 |
30.43 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
32,895 |
25,432 |
-22.69 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
15,151 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
0 |
4,136 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Acap Strategic Fund
|
1,260,829 |
1,321,909 |
4.84 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
1,167 |
2,750 |
135.65 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
169,511 |
183,683 |
8.36 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
24,655 |
11,158 |
-54.74 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
1,870 |
1,870 |
0.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
3,845 |
5,495 |
42.91 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
-2,089 |
-1,585 |
-24.13 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
2,452,605 |
2,752,908 |
12.24 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
205,237 |
163,869 |
-20.16 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
0 |
85,391 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
2,598 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
2,739 |
|
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
15,818 |
36,649 |
131.69 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
62,567 |
49,528 |
-20.84 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
7,050 |
7,222 |
2.44 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
6,347 |
5,636 |
-11.20 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
5,739 |
5,079 |
-11.50 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
14,731,958 |
14,319,084 |
-2.80 |
2025-08-28 |
NPORT-P |
APH
/ Amphenol
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
26,947 |
26,343 |
-2.24 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
361,402 |
366,341 |
1.37 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
2,713 |
3,003 |
10.69 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
65,089 |
62,579 |
-3.86 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
12,077 |
12,287 |
1.74 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
8,533 |
7,033 |
-17.58 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
Eaton Vance Enhanced Equity Income Fund
|
69,124 |
101,000 |
46.11 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
115,408 |
150,336 |
30.26 |
2025-08-27 |
NPORT-P |
RFIL
/ RF Industries
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
8,155 |
8,155 |
0.00 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
70,910 |
173,414 |
144.56 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
278,082 |
277,344 |
-0.27 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
131,120 |
134,783 |
2.79 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
663 |
610 |
-7.99 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
61,005 |
42,279 |
-30.70 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
85,500 |
106,000 |
23.98 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
14,669 |
14,413 |
-1.75 |
2025-08-27 |
NPORT-P |
APH
/ Amphenol
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
8,346 |
5,686 |
-31.87 |