Market Value3,299,937,075
Total Holdings721
File Date2025-08-18
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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Note this is an amended filing that contain additional holdings that were omitted from a previous filing. This is not likely to be an accurate picture of the total holdings of this firm.

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VVV / Valvoline Inc.
GLOB / Globant S.A.
APRP / PGIM Rock ETF Trust - PGIM S&P 500 Buffer 12 ETF - April
SYK / Stryker Corporation
FN / Fabrinet
APO / Apollo Global Management, Inc.
DBX / Dropbox, Inc.
TXNM / TXNM Energy, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
TJX / The TJX Companies, Inc.
WSM / Williams-Sonoma, Inc.
VCTR / Victory Capital Holdings, Inc.
AMD / Advanced Micro Devices, Inc.
FRT / Federal Realty Investment Trust
EPD / Enterprise Products Partners L.P. - Limited Partnership
CPRT / Copart, Inc.
FTV / Fortive Corporation
MANH / Manhattan Associates, Inc.
CF / CF Industries Holdings, Inc.
FFIN / First Financial Bankshares, Inc.
TEX / Terex Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
WSBC / WesBanco, Inc.
CNXC / Concentrix Corporation
S / SentinelOne, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PCTY / Paylocity Holding Corporation
MLI / Mueller Industries, Inc.
WRBY / Warby Parker Inc.
IPGP / IPG Photonics Corporation
ALV / Autoliv, Inc.
ALIT / Alight, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
GNRC / Generac Holdings Inc.
PRIM / Primoris Services Corporation
VAL / Valaris Limited
MDT / Medtronic plc
NPO / Enpro Inc.
OKLO / Oklo Inc.
AEE / Ameren Corporation
LBRDK / Liberty Broadband Corporation
AMCR / Amcor plc
DCI / Donaldson Company, Inc.
CRI / Carter's, Inc.
ALGN / Align Technology, Inc.
FDS / FactSet Research Systems Inc.
TSLA / Tesla, Inc.
AM / Antero Midstream Corporation
LOAR / Loar Holdings Inc.
NNN / NNN REIT, Inc.
PBDE / PGIM Rock ETF Trust - PGIM S&P 500 Buffer 20 ETF - December
CG / The Carlyle Group Inc.
MEDP / Medpace Holdings, Inc.
CCS / Century Communities, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LNT / Alliant Energy Corporation
ORCL / Oracle Corporation
LAD / Lithia Motors, Inc.
FOXA / Fox Corporation
MSFT / Microsoft Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
GOOG / Alphabet Inc.
ARCC / Ares Capital Corporation
CWST / Casella Waste Systems, Inc.
RVMD / Revolution Medicines, Inc.
XEL / Xcel Energy Inc.
SJM / The J. M. Smucker Company
YELP / Yelp Inc.
FULT / Fulton Financial Corporation
CORT / Corcept Therapeutics Incorporated
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
PLTR / Palantir Technologies Inc.
REZI / Resideo Technologies, Inc.
MHO / M/I Homes, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
KBH / KB Home
PII / Polaris Inc.
EXPD / Expeditors International of Washington, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MRP / Millrose Properties, Inc.
DBRG / DigitalBridge Group, Inc.
C / Citigroup Inc. - Corporate Bond/Note
RMD / ResMed Inc.
UFPI / UFP Industries, Inc.
GKOS / Glaukos Corporation
TRGP / Targa Resources Corp.
HALO / Halozyme Therapeutics, Inc.
PEGA / Pegasystems Inc.
TKR / The Timken Company
AVA / Avista Corporation
CPAY / Corpay, Inc.
GM / General Motors Company
TPL / Texas Pacific Land Corporation
WPC / W. P. Carey Inc.
PM / Philip Morris International Inc.
SEM / Select Medical Holdings Corporation
INCY / Incyte Corporation
PDM / Piedmont Realty Trust, Inc.
OGS / ONE Gas, Inc.
RHI / Robert Half Inc.
TRNO / Terreno Realty Corporation
OKE / ONEOK, Inc.
WLY / John Wiley & Sons, Inc.
SWTX / SpringWorks Therapeutics, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
DVN / Devon Energy Corporation
CRNX / Crinetics Pharmaceuticals, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
HPE / Hewlett Packard Enterprise Company
ROP / Roper Technologies, Inc.
VC / Visteon Corporation
CACI / CACI International Inc
STRA / Strategic Education, Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
DLB / Dolby Laboratories, Inc.
GTLS / Chart Industries, Inc.
COF / Capital One Financial Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TR / Tootsie Roll Industries, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FHB / First Hawaiian, Inc.
RGLD / Royal Gold, Inc.
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
JNPR / Juniper Networks, Inc.
BUFZ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF
IBM / International Business Machines Corporation
CI / The Cigna Group
FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
CGDV / Capital Group Dividend Value ETF
KRYS / Krystal Biotech, Inc.
ERIE / Erie Indemnity Company
MLN / VanEck ETF Trust - VanEck Long Muni ETF
ATKR / Atkore Inc.
HLT / Hilton Worldwide Holdings Inc.
TMO / Thermo Fisher Scientific Inc.
PATH / UiPath Inc.
KRC / Kilroy Realty Corporation
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
REXR / Rexford Industrial Realty, Inc.
LNC / Lincoln National Corporation
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
NXST / Nexstar Media Group, Inc.
QCOM / QUALCOMM Incorporated
TWST / Twist Bioscience Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
PBF / PBF Energy Inc.
STLD / Steel Dynamics, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SNDR / Schneider National, Inc.
ESAB / ESAB Corporation
GEFB / Greif Inc - Class B
MTDR / Matador Resources Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
DMAX / iShares Trust - iShares Large Cap Max Buffer Dec ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EPR / EPR Properties
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
KMI / Kinder Morgan, Inc.
ENSG / The Ensign Group, Inc.
MPC / Marathon Petroleum Corporation
PAYX / Paychex, Inc.
CW / Curtiss-Wright Corporation
DIS / The Walt Disney Company
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
NSA / National Storage Affiliates Trust
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CATY / Cathay General Bancorp
NJR / New Jersey Resources Corporation
BILL / BILL Holdings, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SQLV / Legg Mason ETF Investment Trust - Royce Quant Small-Cap Quality Value ETF
ELV / Elevance Health, Inc.
ZBRA / Zebra Technologies Corporation
EQT / EQT Corporation
LULU / lululemon athletica inc.
WOR / Worthington Enterprises, Inc.
PEP / PepsiCo, Inc.
TGNA / TEGNA Inc.
GGG / Graco Inc.
T / AT&T Inc.
WHD / Cactus, Inc.
BRX / Brixmor Property Group Inc.
UVV / Universal Corporation
MDU / MDU Resources Group, Inc.
SPOT / Spotify Technology S.A.
CGNX / Cognex Corporation
CSL / Carlisle Companies Incorporated
CVCO / Cavco Industries, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
STT / State Street Corporation
UTHR / United Therapeutics Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KIM / Kimco Realty Corporation
FAST / Fastenal Company
CVBF / CVB Financial Corp.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
EEFT / Euronet Worldwide, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCHW / The Charles Schwab Corporation
BURL / Burlington Stores, Inc.
CLVT / Clarivate Plc
HR / Healthcare Realty Trust Incorporated
SAM / The Boston Beer Company, Inc.
USLM / United States Lime & Minerals, Inc.
AESI / Atlas Energy Solutions Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MSCI / MSCI Inc.
FR / First Industrial Realty Trust, Inc.
DTM / DT Midstream, Inc.
TXN / Texas Instruments Incorporated
CMG / Chipotle Mexican Grill, Inc.
ITW / Illinois Tool Works Inc.
DVA / DaVita Inc.
ADC / Agree Realty Corporation
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
TRI / Thomson Reuters Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
LAZ / Lazard, Inc.
UPS / United Parcel Service, Inc.
FLO / Flowers Foods, Inc.
INTU / Intuit Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IDCC / InterDigital, Inc.
ESS / Essex Property Trust, Inc.
TTC / The Toro Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MAC / The Macerich Company
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
MAT / Mattel, Inc.
NLOP / Net Lease Office Properties
SFNC / Simmons First National Corporation
BCPC / Balchem Corporation
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
CHWY / Chewy, Inc.
LENB / Lennar Corp. - Class B
IIPR / Innovative Industrial Properties, Inc.
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
AZTA / Azenta, Inc.
RMBS / Rambus Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TFC / Truist Financial Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DRI / Darden Restaurants, Inc.
MCHP / Microchip Technology Incorporated
LNG / Cheniere Energy, Inc.
HRL / Hormel Foods Corporation
FCN / FTI Consulting, Inc.
CSCO / Cisco Systems, Inc.
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
APD / Air Products and Chemicals, Inc.
LAMR / Lamar Advertising Company
HAL / Halliburton Company
GRBK / Green Brick Partners, Inc.
OGE / OGE Energy Corp.
DFGX / Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF
SON / Sonoco Products Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CALM / Cal-Maine Foods, Inc.
PINC / Premier, Inc.
STR / Sitio Royalties Corp.
UBER / Uber Technologies, Inc.
KGS / Kodiak Gas Services, Inc.
WMK / Weis Markets, Inc.
HLNE / Hamilton Lane Incorporated
LRCX / Lam Research Corporation
GILD / Gilead Sciences, Inc.
ANET / Arista Networks Inc
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IP / International Paper Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LLYVA / Liberty Live Group
CUBE / CubeSmart
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
BNL / Broadstone Net Lease, Inc.
SFM / Sprouts Farmers Market, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PSTG / Pure Storage, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FL / Foot Locker, Inc.
VTS / Vitesse Energy, Inc.
CRC / California Resources Corporation
OMC / Omnicom Group Inc.
IDA / IDACORP, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PPC / Pilgrim's Pride Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PATK / Patrick Industries, Inc.
ABR / Arbor Realty Trust, Inc.
JXN / Jackson Financial Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
FNB / F.N.B. Corporation
SIG / Signet Jewelers Limited
ATO / Atmos Energy Corporation
COP / ConocoPhillips
MOGA / Moog, Inc. - Class A
MTH / Meritage Homes Corporation
NOW / ServiceNow, Inc.
BMI / Badger Meter, Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
XOM / Exxon Mobil Corporation
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
CASY / Casey's General Stores, Inc.
SLG / SL Green Realty Corp.
AIN / Albany International Corp.
ISRG / Intuitive Surgical, Inc.
FHN / First Horizon Corporation
EPAM / EPAM Systems, Inc.
FFBC / First Financial Bancorp.
EIX / Edison International
COR / Cencora, Inc.
AOS / A. O. Smith Corporation
RNR / RenaissanceRe Holdings Ltd.
LMT / Lockheed Martin Corporation
ACHC / Acadia Healthcare Company, Inc.
CMC / Commercial Metals Company
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
EWU / iShares Trust - iShares MSCI United Kingdom ETF
PLXS / Plexus Corp.
CHRW / C.H. Robinson Worldwide, Inc.
CL / Colgate-Palmolive Company
ACM / AECOM
SIRI / Sirius XM Holdings Inc.
META / Meta Platforms, Inc.
SNX / TD SYNNEX Corporation
NWBI / Northwest Bancshares, Inc.
TFSL / TFS Financial Corporation
INVH / Invitation Homes Inc.
CPER / United States Commodity Index Funds Trust - United States Copper Index Fund
SPG / Simon Property Group, Inc.
LHX / L3Harris Technologies, Inc.
WCC / WESCO International, Inc.
AAON / AAON, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
BAC / Bank of America Corporation
BKH / Black Hills Corporation
DYN / Dyne Therapeutics, Inc.
CPK / Chesapeake Utilities Corporation
POWI / Power Integrations, Inc.
PFE / Pfizer Inc.
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
OSK / Oshkosh Corporation
COST / Costco Wholesale Corporation
KAI / Kadant Inc.
ACI / Albertsons Companies, Inc.
VKTX / Viking Therapeutics, Inc.
NOC / Northrop Grumman Corporation
O / Realty Income Corporation
ADSK / Autodesk, Inc.
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
MBB / iShares Trust - iShares MBS ETF
QQQ / Invesco QQQ Trust, Series 1
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
RCL / Royal Caribbean Cruises Ltd.
IPG / The Interpublic Group of Companies, Inc.
WU / The Western Union Company
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
BX / Blackstone Inc.
EMHY / iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF
ORI / Old Republic International Corporation
GL / Globe Life Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
UNP / Union Pacific Corporation
CDNS / Cadence Design Systems, Inc.
BMY / Bristol-Myers Squibb Company
NHI / National Health Investors, Inc.
CPA / Copa Holdings, S.A.
PR / Permian Resources Corporation
SM / SM Energy Company
AEO / American Eagle Outfitters, Inc.
CRWD / CrowdStrike Holdings, Inc.
SWKS / Skyworks Solutions, Inc.
MC / Moelis & Company
BRC / Brady Corporation
LTC / LTC Properties, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
WDFC / WD-40 Company
DUK / Duke Energy Corporation
CGGO / Capital Group Global Growth Equity ETF
CNS / Cohen & Steers, Inc.
VCYT / Veracyte, Inc.
SOLV / Solventum Corporation
BANF / BancFirst Corporation
CCI / Crown Castle Inc.
CAT / Caterpillar Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
BRKR / Bruker Corporation
GEV / GE Vernova Inc.
COLB / Columbia Banking System, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
CNA / CNA Financial Corporation
BEAM / Beam Therapeutics Inc.
GLPI / Gaming and Leisure Properties, Inc.
TLN / Talen Energy Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LXP / LXP Industrial Trust
MSM / MSC Industrial Direct Co., Inc.
AMG / Affiliated Managers Group, Inc.
PNW / Pinnacle West Capital Corporation
BOH / Bank of Hawaii Corporation
MASI / Masimo Corporation
ACN / Accenture plc
LYB / LyondellBasell Industries N.V.
EQR / Equity Residential
QLYS / Qualys, Inc.
UBSI / United Bankshares, Inc.
AROC / Archrock, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
FHI / Federated Hermes, Inc.
POST / Post Holdings, Inc.
APLE / Apple Hospitality REIT, Inc.
EBAY / eBay Inc.
DGCB / Dimensional ETF Trust - Dimensional Global Credit ETF
EXPO / Exponent, Inc.
LKQ / LKQ Corporation
ZM / Zoom Communications Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RYN / Rayonier Inc.
DLO / DLocal Limited
BBY / Best Buy Co., Inc.
KNSL / Kinsale Capital Group, Inc.
SHOO / Steven Madden, Ltd.
INTF / iShares Trust - iShares International Equity Factor ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
NEE / NextEra Energy, Inc.
BLK / BlackRock, Inc.
HIW / Highwoods Properties, Inc.
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TROW / T. Rowe Price Group, Inc.
PAG / Penske Automotive Group, Inc.
VNO / Vornado Realty Trust
XRX / Xerox Holdings Corporation
NWE / NorthWestern Energy Group, Inc.
KHC / The Kraft Heinz Company
DOW / Dow Inc.
GTY / Getty Realty Corp.
MA / Mastercard Incorporated
PGR / The Progressive Corporation
DDOG / Datadog, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
KYMR / Kymera Therapeutics, Inc.
FDX / FedEx Corporation
JCI / Johnson Controls International plc
AMGN / Amgen Inc.
PNC / The PNC Financial Services Group, Inc.
TPR / Tapestry, Inc.
VICI / VICI Properties Inc.
JNJ / Johnson & Johnson
KMB / Kimberly-Clark Corporation
HWM / Howmet Aerospace Inc.
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
FLS / Flowserve Corporation
SR / Spire Inc.
ACVA / ACV Auctions Inc.
FMC / FMC Corporation
EXEL / Exelixis, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AVB / AvalonBay Communities, Inc.
ZTS / Zoetis Inc.
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
IVZ / Invesco Ltd.
DELL / Dell Technologies Inc.
OHI / Omega Healthcare Investors, Inc.
PPBI / Pacific Premier Bancorp, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
SPGI / S&P Global Inc.
SPY / SPDR S&P 500 ETF
AIG / American International Group, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
CGGR / Capital Group Growth ETF
PPG / PPG Industries, Inc.
CTRE / CareTrust REIT, Inc.
AMH / American Homes 4 Rent
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
YUM / Yum! Brands, Inc.
AGIO / Agios Pharmaceuticals, Inc.
FCPT / Four Corners Property Trust, Inc.
FIBK / First Interstate BancSystem, Inc.
LADR / Ladder Capital Corp
DINO / HF Sinclair Corporation
EW / Edwards Lifesciences Corporation
ECG / Everus Construction Group, Inc.
ICFI / ICF International, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
KTB / Kontoor Brands, Inc.
MTN / Vail Resorts, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
HON / Honeywell International Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
PTGX / Protagonist Therapeutics, Inc.
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
AMP / Ameriprise Financial, Inc.
AMKR / Amkor Technology, Inc.
SGRY / Surgery Partners, Inc.
NMIH / NMI Holdings, Inc.
ABBV / AbbVie Inc.
VEEV / Veeva Systems Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PSMT / PriceSmart, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BJ / BJ's Wholesale Club Holdings, Inc.
AMZN / Amazon.com, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
APAM / Artisan Partners Asset Management Inc.
LPX / Louisiana-Pacific Corporation
LOGI / Logitech International S.A.
PSN / Parsons Corporation
THC / Tenet Healthcare Corporation
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
ANF / Abercrombie & Fitch Co.
JHG / Janus Henderson Group plc
FIZZ / National Beverage Corp.
CEG / Constellation Energy Corporation
TNET / TriNet Group, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
NTAP / NetApp, Inc.
VLY / Valley National Bancorp
TEL / TE Connectivity plc
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MRK / Merck & Co., Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HD / The Home Depot, Inc.
CTAS / Cintas Corporation
CSX / CSX Corporation
GS / The Goldman Sachs Group, Inc.
BRK.B / Berkshire Hathaway Inc.
TGT / Target Corporation
TDC / Teradata Corporation
NYT / The New York Times Company
KLIC / Kulicke and Soffa Industries, Inc.
SMCI / Super Micro Computer, Inc.
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CVX / Chevron Corporation
ASB / Associated Banc-Corp
CIVI / Civitas Resources, Inc.
OC / Owens Corning
LLYVK / Liberty Live Group
CAFX / Professionally Managed Portfolios - Congress Intermediate Bond ETF
MCK / McKesson Corporation
EXE / Expand Energy Corporation
UNH / UnitedHealth Group Incorporated
CART / Maplebear Inc.
BG / Bunge Global SA
AXS / AXIS Capital Holdings Limited
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
TWLO / Twilio Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MUSA / Murphy USA Inc.
KO / The Coca-Cola Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MPW / Medical Properties Trust, Inc.
MGEE / MGE Energy, Inc.
UAA / Under Armour, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
KFY / Korn Ferry
STAG / STAG Industrial, Inc.
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
REYN / Reynolds Consumer Products Inc.
VZ / Verizon Communications Inc.
LCII / LCI Industries
G / Genpact Limited
ALE / ALLETE, Inc.
PG / The Procter & Gamble Company
GNTX / Gentex Corporation
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IOSP / Innospec Inc.
RF / Regions Financial Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CBRL / Cracker Barrel Old Country Store, Inc.
PANW / Palo Alto Networks, Inc.
OLED / Universal Display Corporation
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
JOBY / Joby Aviation, Inc.
RBC / RBC Bearings Incorporated
PHM / PulteGroup, Inc.
PARA / Paramount Global
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
LOPE / Grand Canyon Education, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
WMB / The Williams Companies, Inc.
CVS / CVS Health Corporation
ROKU / Roku, Inc.
GD / General Dynamics Corporation
CME / CME Group Inc.
RKLB / Rocket Lab Corporation
IESC / IES Holdings, Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
ABT / Abbott Laboratories
CADE / Cadence Bank
H / Hyatt Hotels Corporation
USFD / US Foods Holding Corp.
FIX / Comfort Systems USA, Inc.
TOWN / TowneBank
PRGO / Perrigo Company plc
IRTC / iRhythm Technologies, Inc.
MSI / Motorola Solutions, Inc.
VRT / Vertiv Holdings Co
AVNT / Avient Corporation
LIN / Linde plc
JPM / JPMorgan Chase & Co.
V / Visa Inc.
UAL / United Airlines Holdings, Inc.
LLY / Eli Lilly and Company
CROX / Crocs, Inc.
RTX / RTX Corporation
KNX / Knight-Swift Transportation Holdings Inc.
EXPE / Expedia Group, Inc.
BWXT / BWX Technologies, Inc.
AMAT / Applied Materials, Inc.
GRMN / Garmin Ltd.
RL / Ralph Lauren Corporation
KDP / Keurig Dr Pepper Inc.
ADP / Automatic Data Processing, Inc.
IONQ / IonQ, Inc.
DKS / DICK'S Sporting Goods, Inc.
FLR / Fluor Corporation
PK / Park Hotels & Resorts Inc.
RNG / RingCentral, Inc.
MCO / Moody's Corporation
HRI / Herc Holdings Inc.
HIMS / Hims & Hers Health, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FWONA / Formula One Group
FWONA / Formula One Group
EVR / Evercore Inc.
CFLT / Confluent, Inc.
WD / Walker & Dunlop, Inc.
HSY / The Hershey Company
ETN / Eaton Corporation plc
WFC / Wells Fargo & Company
LEVI / Levi Strauss & Co.
MDGL / Madrigal Pharmaceuticals, Inc.
SNV / Synovus Financial Corp.
CHE / Chemed Corporation
HWKN / Hawkins, Inc.
VSH / Vishay Intertechnology, Inc.
BC / Brunswick Corporation
0L9F / Starwood Property Trust, Inc.
CFG / Citizens Financial Group, Inc.
AES / The AES Corporation
TRV / The Travelers Companies, Inc.
IBKR / Interactive Brokers Group, Inc.
K / Kellanova
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SEIC / SEI Investments Company
UEC / Uranium Energy Corp.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AVGO / Broadcom Inc.
AIR / AAR Corp.
SBRA / Sabra Health Care REIT, Inc.
EFX / Equifax Inc.
WMT / Walmart Inc.
EME / EMCOR Group, Inc.
CPB / The Campbell's Company
MMM / 3M Company
CHKP / Check Point Software Technologies Ltd.
CMCSA / Comcast Corporation
AAPL / Apple Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PYPL / PayPal Holdings, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
UHS / Universal Health Services, Inc.
TRMB / Trimble Inc.
WBS / Webster Financial Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
JMTG / J P Morgan Exchange-Traded Fund Trust - Mortgage Backed Secs ETF
BFH / Bread Financial Holdings, Inc.
TOL / Toll Brothers, Inc.
BYD / Boyd Gaming Corporation
QDEL / QuidelOrtho Corporation
BEN / Franklin Resources, Inc.
SO / The Southern Company
MRVL / Marvell Technology, Inc.
RAL / Ralliant Corporation
BWIN / The Baldwin Insurance Group, Inc.
GLD / SPDR Gold Trust
ADBE / Adobe Inc.
CRM / Salesforce, Inc.
GOOGL / Alphabet Inc.
NFLX / Netflix, Inc.
AXP / American Express Company