Market Value593,652,584
Total Holdings572
File Date2024-04-30
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)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GNRC / Generac Holdings Inc.
LITE / Lumentum Holdings Inc.
HES / Hess Corporation
TEAM / Atlassian Corporation
CLX / The Clorox Company
ALL / The Allstate Corporation
FITB / Fifth Third Bancorp
CM / Canadian Imperial Bank of Commerce
GPC / Genuine Parts Company
CVE / Cenovus Energy Inc.
F / Ford Motor Company
GS / The Goldman Sachs Group, Inc.
FCX / Freeport-McMoRan Inc.
CSX / CSX Corporation
YELP / Yelp Inc.
HCA / HCA Healthcare, Inc.
PLTR / Palantir Technologies Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
AXP / American Express Company
A / Agilent Technologies, Inc.
GILD / Gilead Sciences, Inc.
CINF / Cincinnati Financial Corporation
BCE / BCE Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
LRCX / Lam Research Corporation
GOLD / Barrick Mining Corporation
INSW / International Seaways, Inc.
OTIS / Otis Worldwide Corporation
AON / Aon plc
PSA / Public Storage
TW / Tradeweb Markets Inc.
C.WSA / Citigroup, Inc.
EA / Electronic Arts Inc.
MMC / Marsh & McLennan Companies, Inc.
SLV / iShares Silver Trust
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
T / AT&T Inc.
EXC / Exelon Corporation
TSCO / Tractor Supply Company
ETR / Entergy Corporation
EW / Edwards Lifesciences Corporation
IBM / International Business Machines Corporation
AAPL / Apple Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
WFC / Wells Fargo & Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
RBLX / Roblox Corporation
CRWD / CrowdStrike Holdings, Inc.
VTS / Vitesse Energy, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VRTX / Vertex Pharmaceuticals Incorporated
GIS / General Mills, Inc.
DVN / Devon Energy Corporation
DG / Dollar General Corporation
BR / Broadridge Financial Solutions, Inc.
KVUE / Kenvue Inc.
CI / The Cigna Group
CEIX / CONSOL Energy Inc.
NGD / New Gold Inc.
GE / General Electric Company
FTNT / Fortinet, Inc.
WEC / WEC Energy Group, Inc.
ECL / Ecolab Inc.
BSM / Black Stone Minerals, L.P. - Limited Partnership
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CTVA / Corteva, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TD / The Toronto-Dominion Bank
PANL / Pangaea Logistics Solutions, Ltd.
YETI / YETI Holdings, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BURL / Burlington Stores, Inc.
TOON / Kartoon Studios Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
CIEN / Ciena Corporation
MORN / Morningstar, Inc.
FANG / Diamondback Energy, Inc.
J / Jacobs Solutions Inc.
UNP / Union Pacific Corporation
ODFL / Old Dominion Freight Line, Inc.
CME / CME Group Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
JNPR / Juniper Networks, Inc.
FSLR / First Solar, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
KMX / CarMax, Inc.
LMT / Lockheed Martin Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
CNC / Centene Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LFUS / Littelfuse, Inc.
DELL / Dell Technologies Inc.
MBC / MasterBrand, Inc.
ALK / Alaska Air Group, Inc.
GCO / Genesco Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TXT / Textron Inc.
DIS / The Walt Disney Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BSX / Boston Scientific Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
BAX / Baxter International Inc.
HON / Honeywell International Inc.
RTX / RTX Corporation
ADM / Archer-Daniels-Midland Company
PEG / Public Service Enterprise Group Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PRU / Prudential Financial, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AJG / Arthur J. Gallagher & Co.
LUV / Southwest Airlines Co.
HD / The Home Depot, Inc.
PM / Philip Morris International Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
MGA / Magna International Inc.
BWA / BorgWarner Inc.
EL / The Estée Lauder Companies Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
APO / Apollo Global Management, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BAC / Bank of America Corporation
VTRS / Viatris Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TRP / TC Energy Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
HSIC / Henry Schein, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VLTO / Veralto Corporation
APLE / Apple Hospitality REIT, Inc.
CBRE / CBRE Group, Inc.
CMS / CMS Energy Corporation
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
OGN / Organon & Co.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DOCU / DocuSign, Inc.
ANET / Arista Networks Inc
TSN / Tyson Foods, Inc.
APD / Air Products and Chemicals, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ANSS / ANSYS, Inc.
NUE / Nucor Corporation
PH / Parker-Hannifin Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MU / Micron Technology, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ADSK / Autodesk, Inc.
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
PPL / PPL Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
CVX / Chevron Corporation
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SRE / Sempra
NTRS / Northern Trust Corporation
AMCR / Amcor plc
RMD / ResMed Inc.
XP / XP Inc.
EQIX / Equinix, Inc.
OC / Owens Corning
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
UPS / United Parcel Service, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
MAR / Marriott International, Inc.
MCO / Moody's Corporation
ACHR / Archer Aviation Inc.
XEL / Xcel Energy Inc.
MRVL / Marvell Technology, Inc.
LHX / L3Harris Technologies, Inc.
TJX / The TJX Companies, Inc.
AME / AMETEK, Inc.
ROST / Ross Stores, Inc.
ABNB / Airbnb, Inc.
ITW / Illinois Tool Works Inc.
TRGP / Targa Resources Corp.
MELI / MercadoLibre, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
C / Citigroup Inc.
EG / Everest Group, Ltd.
VRSK / Verisk Analytics, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
PXD / Pioneer Natural Resources Company
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
LENB / Lennar Corp. - Class B
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
PAG / Penske Automotive Group, Inc.
LH / Labcorp Holdings Inc.
MDT / Medtronic plc
SPCE / Virgin Galactic Holdings, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
TSLA / Tesla, Inc.
CHKP / Check Point Software Technologies Ltd.
TTD / The Trade Desk, Inc.
KMB / Kimberly-Clark Corporation
BDX / Becton, Dickinson and Company
AMZN / Amazon.com, Inc.
BMY / Bristol-Myers Squibb Company
LULU / lululemon athletica inc.
WY / Weyerhaeuser Company
XYZ / Block, Inc.
BKR / Baker Hughes Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
ABT / Abbott Laboratories
MET / MetLife, Inc.
WM / Waste Management, Inc.
CRON / Cronos Group Inc.
SYF / Synchrony Financial
AGNC / AGNC Investment Corp.
NOC / Northrop Grumman Corporation
MNST / Monster Beverage Corporation
PEP / PepsiCo, Inc.
MGM / MGM Resorts International
WDAY / Workday, Inc.
MSFT / Microsoft Corporation
SLB / Schlumberger Limited
CNX / CNX Resources Corporation
OXY / Occidental Petroleum Corporation
DHI / D.R. Horton, Inc.
GOOGL / Alphabet Inc.
GTM / ZoomInfo Technologies Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
RCL / Royal Caribbean Cruises Ltd.
KEY / KeyCorp
VZ / Verizon Communications Inc.
WAT / Waters Corporation
ADI / Analog Devices, Inc.
TGT / Target Corporation
O / Realty Income Corporation
PCAR / PACCAR Inc
SBUX / Starbucks Corporation
CL / Colgate-Palmolive Company
MRK / Merck & Co., Inc.
INTC / Intel Corporation
CMCSA / Comcast Corporation
WMT / Walmart Inc.
NSC / Norfolk Southern Corporation
CRH / CRH plc
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
EMR / Emerson Electric Co.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
CTAS / Cintas Corporation
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
AAAU / Goldman Sachs Physical Gold ETF
BKNG / Booking Holdings Inc.
CACI / CACI International Inc
TRV / The Travelers Companies, Inc.
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
RF / Regions Financial Corporation
V / Visa Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
DAL / Delta Air Lines, Inc.
QQQ / Invesco QQQ Trust, Series 1
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
EIX / Edison International
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
EXAS / Exact Sciences Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WAB / Westinghouse Air Brake Technologies Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MPLX / MPLX LP - Limited Partnership
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
ALC / Alcon Inc.
ROK / Rockwell Automation, Inc.
DAR / Darling Ingredients Inc.
ABBV / AbbVie Inc.
SPY / SPDR S&P 500 ETF
ENB / Enbridge Inc.
CSCO / Cisco Systems, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MUB / iShares Trust - iShares National Muni Bond ETF
WELL / Welltower Inc.
GLW / Corning Incorporated
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
MUR / Murphy Oil Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VLO / Valero Energy Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MSI / Motorola Solutions, Inc.
CMA / Comerica Incorporated
DFS / Discover Financial Services
INTU / Intuit Inc.
CFG / Citizens Financial Group, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
META / Meta Platforms, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ALB / Albemarle Corporation
CIB / Grupo Cibest S.A. - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
LLY / Eli Lilly and Company
YUMC / Yum China Holdings, Inc.
ADBE / Adobe Inc.
AVGO / Broadcom Inc.
SPGI / S&P Global Inc.
STLD / Steel Dynamics, Inc.
COF / Capital One Financial Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ICLR / ICON Public Limited Company
BCS / Barclays PLC - Depositary Receipt (Common Stock)
PPG / PPG Industries, Inc.
STWD / Starwood Property Trust, Inc.
CRM / Salesforce, Inc.
GM / General Motors Company
IR / Ingersoll Rand Inc.
IT / Gartner, Inc.
APA / APA Corporation
HAL / Halliburton Company
NRG / NRG Energy, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DRI / Darden Restaurants, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
WBA / Walgreens Boots Alliance, Inc.
LECO / Lincoln Electric Holdings, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
PANW / Palo Alto Networks, Inc.
AEP / American Electric Power Company, Inc.
LIN / Linde plc
MSCI / MSCI Inc.
CE / Celanese Corporation
ZTS / Zoetis Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
PUK / Prudential plc - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
XYL / Xylem Inc.
NXPI / NXP Semiconductors N.V.
PLTM / GraniteShares Platinum Trust
CHCT / Community Healthcare Trust Incorporated
VTR / Ventas, Inc.
CCI / Crown Castle Inc.
MDLZ / Mondelez International, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
PGR / The Progressive Corporation
PYPL / PayPal Holdings, Inc.
CB / Chubb Limited
FDX / FedEx Corporation
MARA / MARA Holdings, Inc.
SPLK / Splunk Inc.
RITM / Rithm Capital Corp.
EWI / iShares, Inc. - iShares MSCI Italy ETF
MKC / McCormick & Company, Incorporated
LVS / Las Vegas Sands Corp.
LSCC / Lattice Semiconductor Corporation
ZBRA / Zebra Technologies Corporation
SMG / The Scotts Miracle-Gro Company
IYJ / iShares Trust - iShares U.S. Industrials ETF
ROKU / Roku, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
CREE / Cree, Inc.
KDP / Keurig Dr Pepper Inc.
WB / Weibo Corporation - Depositary Receipt (Common Stock)
PALL / abrdn Palladium ETF Trust - abrdn Physical Palladium Shares ETF
BEN / Franklin Resources, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
HSY / The Hershey Company
RSG / Republic Services, Inc.
SPG / Simon Property Group, Inc.
DOW / Dow Inc.
ACN / Accenture plc
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
DVY / iShares Trust - iShares Select Dividend ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
FI / Fiserv, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
BA / The Boeing Company
STE / STERIS plc
ALGN / Align Technology, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
ES / Eversource Energy
MTD / Mettler-Toledo International Inc.
PSX / Phillips 66
GD / General Dynamics Corporation
EPAM / EPAM Systems, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
KO / The Coca-Cola Company
ISRG / Intuitive Surgical, Inc.
KLAC / KLA Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BMO / Bank of Montreal
UNH / UnitedHealth Group Incorporated
BIIB / Biogen Inc.
MTB / M&T Bank Corporation
CCL / Carnival Corporation & plc
OPK / OPKO Health, Inc.
NVDA / NVIDIA Corporation
OMC / Omnicom Group Inc.
FAST / Fastenal Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NOW / ServiceNow, Inc.
DD / DuPont de Nemours, Inc.
KR / The Kroger Co.
CAH / Cardinal Health, Inc.
NFLX / Netflix, Inc.
QCOM / QUALCOMM Incorporated
FIS / Fidelity National Information Services, Inc.
AAP / Advance Auto Parts, Inc.
RCI / Rogers Communications Inc.
TNL / Travel + Leisure Co.
APH / Amphenol Corporation
DE / Deere & Company
FMC / FMC Corporation
SO / The Southern Company
MPC / Marathon Petroleum Corporation
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
HPE / Hewlett Packard Enterprise Company
CPRT / Copart, Inc.
CNI / Canadian National Railway Company
ET / Energy Transfer LP - Limited Partnership
ON / ON Semiconductor Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
HUBB / Hubbell Incorporated
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ROP / Roper Technologies, Inc.
CAG / Conagra Brands, Inc.
BX / Blackstone Inc.
FERG / Ferguson Enterprises Inc.
GOOG / Alphabet Inc.
STT / State Street Corporation
SNOW / Snowflake Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
GEHC / GE HealthCare Technologies Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BHF / Brighthouse Financial, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IMO / Imperial Oil Limited
CMG / Chipotle Mexican Grill, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AIG / American International Group, Inc.
CF / CF Industries Holdings, Inc.
ULTA / Ulta Beauty, Inc.
CP / Canadian Pacific Kansas City Limited
NVS / Novartis AG - Depositary Receipt (Common Stock)
AFL / Aflac Incorporated
FNF / Fidelity National Financial, Inc.
ARCC / Ares Capital Corporation
MCHP / Microchip Technology Incorporated
MCK / McKesson Corporation
UBER / Uber Technologies, Inc.
COST / Costco Wholesale Corporation
MDB / MongoDB, Inc.
WCN / Waste Connections, Inc.
ONON / On Holding AG
NKE / NIKE, Inc.
HBAN / Huntington Bancshares Incorporated
STX / Seagate Technology Holdings plc
DHR / Danaher Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IDXX / IDEXX Laboratories, Inc.
CDNS / Cadence Design Systems, Inc.
LOW / Lowe's Companies, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HUM / Humana Inc.
AVY / Avery Dennison Corporation
BRK.B / Berkshire Hathaway Inc.
LEN / Lennar Corporation
AMGN / Amgen Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
FIGS / FIGS, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
LYB / LyondellBasell Industries N.V.
DLB / Dolby Laboratories, Inc.
ICE / Intercontinental Exchange, Inc.
MMM / 3M Company
MDY / SPDR S&P MidCap 400 ETF Trust
NEM / Newmont Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BMEA / Biomea Fusion, Inc.
DOV / Dover Corporation
SWKS / Skyworks Solutions, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
KD / Kyndryl Holdings, Inc.
BBY / Best Buy Co., Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
EOG / EOG Resources, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
ORCL / Oracle Corporation
ILMN / Illumina, Inc.
SNPS / Synopsys, Inc.
AMP / Ameriprise Financial, Inc.
RS / Reliance, Inc.
TT / Trane Technologies plc
AMAT / Applied Materials, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ELV / Elevance Health, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DLTR / Dollar Tree, Inc.
MO / Altria Group, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
RACE / Ferrari N.V.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VOYA / Voya Financial, Inc.
WBD / Warner Bros. Discovery, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
TMO / Thermo Fisher Scientific Inc.
FICO / Fair Isaac Corporation
R / Ryder System, Inc.
ALLY / Ally Financial Inc.
AMD / Advanced Micro Devices, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ADP / Automatic Data Processing, Inc.
PNC / The PNC Financial Services Group, Inc.
MS / Morgan Stanley
PAYX / Paychex, Inc.
EBAY / eBay Inc.
PWR / Quanta Services, Inc.
DXCM / DexCom, Inc.
CHTR / Charter Communications, Inc.
JNJ / Johnson & Johnson
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DLR / Digital Realty Trust, Inc.
FTV / Fortive Corporation
QSR / Restaurant Brands International Inc.
CBOE / Cboe Global Markets, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
CVS / CVS Health Corporation
NEE / NextEra Energy, Inc.
D / Dominion Energy, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
KKR / KKR & Co. Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNT / Vontier Corporation
SYY / Sysco Corporation
TEL / TE Connectivity plc
PFE / Pfizer Inc.
SYK / Stryker Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HUBS / HubSpot, Inc.
CTSH / Cognizant Technology Solutions Corporation
ETN / Eaton Corporation plc
PHIN / PHINIA Inc.
PLD / Prologis, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MRO / Marathon Oil Corporation
TER / Teradyne, Inc.
IAU / iShares Gold Trust
PHM / PulteGroup, Inc.
MA / Mastercard Incorporated
WMB / The Williams Companies, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
ALLE / Allegion plc
COP / ConocoPhillips
DUK / Duke Energy Corporation
TMUS / T-Mobile US, Inc.
EQR / Equity Residential
TFC / Truist Financial Corporation
CEG / Constellation Energy Corporation