Market Value6,035,606,006
Total Holdings891
File Date2025-02-20
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)
MCD / McDonald's Corporation
SPGI / S&P Global Inc.
RRX / Regal Rexnord Corporation
CBSH / Commerce Bancshares, Inc.
PBA / Pembina Pipeline Corporation
FTNT / Fortinet, Inc.
M / Macy's, Inc.
SHOP / Shopify Inc.
QIAGEN NV / SHS NEW (N72482149)
U HAUL HOLDING COMPANY / COM SER N (23586506S)
CSX / CSX Corporation
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
FRPT / Freshpet, Inc.
SN / SharkNinja, Inc.
SPOT / Spotify Technology S.A.
SCHW / The Charles Schwab Corporation
CLF / Cleveland-Cliffs Inc.
CNC / Centene Corporation
CTSH / Cognizant Technology Solutions Corporation
TPL / Texas Pacific Land Corporation
DVY / iShares Trust - iShares Select Dividend ETF
ALSN / Allison Transmission Holdings, Inc.
CI / The Cigna Group
NTNX / Nutanix, Inc.
JNPR / Juniper Networks, Inc.
POST / Post Holdings, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
BX / Blackstone Inc.
BAX / Baxter International Inc.
REGN / Regeneron Pharmaceuticals, Inc.
NFLX / Netflix, Inc.
GWW / W.W. Grainger, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NXST / Nexstar Media Group, Inc.
KR / The Kroger Co.
DOW / Dow Inc.
VRSN / VeriSign, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
LYB / LyondellBasell Industries N.V.
AIG / American International Group, Inc.
EXP / Eagle Materials Inc.
COTY / Coty Inc.
SF / Stifel Financial Corp.
TMUS / T-Mobile US, Inc.
A / Agilent Technologies, Inc.
APP / AppLovin Corporation
JNJ / Johnson & Johnson
WBD / Warner Bros. Discovery, Inc.
WTM / White Mountains Insurance Group, Ltd.
WDAY / Workday, Inc.
CMCSA / Comcast Corporation
ZBH / Zimmer Biomet Holdings, Inc.
MRK / Merck & Co., Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BA / The Boeing Company
HRL / Hormel Foods Corporation
SNAP / Snap Inc.
JXN / Jackson Financial Inc.
GPI / Group 1 Automotive, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
NDAQ / Nasdaq, Inc.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
ALNY / Alnylam Pharmaceuticals, Inc.
CIEN / Ciena Corporation
CVS / CVS Health Corporation
MKL / Markel Group Inc.
GS / The Goldman Sachs Group, Inc.
LMT / Lockheed Martin Corporation
NTRA / Natera, Inc.
CRS / Carpenter Technology Corporation
RGA / Reinsurance Group of America, Incorporated
AMG / Affiliated Managers Group, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
KMX / CarMax, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
MLM / Martin Marietta Materials, Inc.
ITW / Illinois Tool Works Inc.
AWF / AllianceBernstein Global High Income Fund
AVRE / American Century ETF Trust - Avantis Real Estate ETF
JAZZ / Jazz Pharmaceuticals plc
SKX / Skechers U.S.A., Inc.
BMY / Bristol-Myers Squibb Company
CNQ / Canadian Natural Resources Limited
DFS / Discover Financial Services
EW / Edwards Lifesciences Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WRB / W. R. Berkley Corporation
FCX / Freeport-McMoRan Inc.
OC / Owens Corning
FDS / FactSet Research Systems Inc.
PG / The Procter & Gamble Company
CME / CME Group Inc.
TSN / Tyson Foods, Inc.
HQY / HealthEquity, Inc.
AFL / Aflac Incorporated
FLEX / Flex Ltd.
GRMN / Garmin Ltd.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
HWM / Howmet Aerospace Inc.
TKR / The Timken Company
SLB / Schlumberger Limited
X / United States Steel Corporation
CVNA / Carvana Co.
KEY / KeyCorp
SFM / Sprouts Farmers Market, Inc.
GNW / Genworth Financial, Inc.
MNST / Monster Beverage Corporation
COR / Cencora, Inc.
ORANY / Orange S.A. - Depositary Receipt (Common Stock)
TOST / Toast, Inc.
AAON / AAON, Inc.
KO / The Coca-Cola Company
OPEN / Opendoor Technologies Inc.
NXPI / NXP Semiconductors N.V.
NWSA / News Corporation
GEV / GE Vernova Inc.
AIZ / Assurant, Inc.
NVR / NVR, Inc.
DVA / DaVita Inc.
CDE / Coeur Mining, Inc.
GL / Globe Life Inc.
ENTG / Entegris, Inc.
NVDA / NVIDIA Corporation
NOC / Northrop Grumman Corporation
BMO / Bank of Montreal
CL / Colgate-Palmolive Company
AMD / Advanced Micro Devices, Inc.
GME / GameStop Corp.
NBIX / Neurocrine Biosciences, Inc.
HII / Huntington Ingalls Industries, Inc.
EMR / Emerson Electric Co.
BLDR / Builders FirstSource, Inc.
EA / Electronic Arts Inc.
MTB / M&T Bank Corporation
AXS / AXIS Capital Holdings Limited
HSY / The Hershey Company
DE / Deere & Company
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ARES / Ares Management Corporation
BAH / Booz Allen Hamilton Holding Corporation
RACE / Ferrari N.V.
ISRG / Intuitive Surgical, Inc.
PSX / Phillips 66
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
NUVB / Nuvation Bio Inc.
APH / Amphenol Corporation
MGRC / McGrath RentCorp
UNP / Union Pacific Corporation
BMRN / BioMarin Pharmaceutical Inc.
TTWO / Take-Two Interactive Software, Inc.
HUM / Humana Inc.
ITI / Iteris, Inc.
AAL / American Airlines Group Inc.
ABT / Abbott Laboratories
ABNB / Airbnb, Inc.
WING / Wingstop Inc.
AGCO / AGCO Corporation
OLN / Olin Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
US70932AAD54 / PENNYMAC CORP CONV 5.5% 11/01/2024
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AVDE / American Century ETF Trust - Avantis International Equity ETF
GRTS / Gritstone bio, Inc.
EXC / Exelon Corporation
CART / Maplebear Inc.
LRCX / Lam Research Corporation
WSC / WillScot Holdings Corporation
ADP / Automatic Data Processing, Inc.
SMCI / Super Micro Computer, Inc.
AMZN / Amazon.com, Inc.
ANET / Arista Networks Inc
DKNG / DraftKings Inc.
SNV / Synovus Financial Corp.
LKQ / LKQ Corporation
BCO / The Brink's Company
BLL / Ball Corp.
WTW / Willis Towers Watson Public Limited Company
UPS / United Parcel Service, Inc.
LAD / Lithia Motors, Inc.
CABO / Cable One, Inc.
TRGP / Targa Resources Corp.
MORN / Morningstar, Inc.
VNOM / Viper Energy, Inc.
MIDD / The Middleby Corporation
HIG / The Hartford Insurance Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MAS / Masco Corporation
ICLR / ICON Public Limited Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FMC / FMC Corporation
CAVA / CAVA Group, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GHC / Graham Holdings Company
CMA / Comerica Incorporated
AMKR / Amkor Technology, Inc.
WFC / Wells Fargo & Company
HSIC / Henry Schein, Inc.
MANH / Manhattan Associates, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
POOL / Pool Corporation
RBLX / Roblox Corporation
AM / Antero Midstream Corporation
GNTX / Gentex Corporation
PINS / Pinterest, Inc.
MTZ / MasTec, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AVTR / Avantor, Inc.
PVH / PVH Corp.
FHN / First Horizon Corporation
HES / Hess Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CMI / Cummins Inc.
EBAY / eBay Inc.
COP / ConocoPhillips
SNY / Sanofi - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
GE / General Electric Company
DECK / Deckers Outdoor Corporation
XOM / Exxon Mobil Corporation
COLB / Columbia Banking System, Inc.
JKHY / Jack Henry & Associates, Inc.
BDX / Becton, Dickinson and Company
BEPC / Brookfield Renewable Corporation
ANSS / ANSYS, Inc.
GLW / Corning Incorporated
HOMB / Home Bancshares, Inc. (Conway, AR)
IWC / iShares Trust - iShares Micro-Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
HLT / Hilton Worldwide Holdings Inc.
SKYW / SkyWest, Inc.
SUM / Summit Materials, Inc.
NSC / Norfolk Southern Corporation
ENSG / The Ensign Group, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SPXC / SPX Technologies, Inc.
NWL / Newell Brands Inc.
ADI / Analog Devices, Inc.
WHR / Whirlpool Corporation
BTBT / Bit Digital, Inc.
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MUSA / Murphy USA Inc.
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
OSBC / Old Second Bancorp, Inc.
ET / Energy Transfer LP - Limited Partnership
ALXO / ALX Oncology Holdings Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
PNC / The PNC Financial Services Group, Inc.
KKR / KKR & Co. Inc.
ZTS / Zoetis Inc.
XPO / XPO, Inc.
TXN / Texas Instruments Incorporated
ON / ON Semiconductor Corporation
FI / Fiserv, Inc.
PB / Prosperity Bancshares, Inc.
CE / Celanese Corporation
CWBC / Community West Bancshares
UTHR / United Therapeutics Corporation
FND / Floor & Decor Holdings, Inc.
STZ / Constellation Brands, Inc.
JHX / James Hardie Industries plc
SYF / Synchrony Financial
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ONTO / Onto Innovation Inc.
MKC / McCormick & Company, Incorporated
RS / Reliance, Inc.
OMC / Omnicom Group Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
DNB / Dun & Bradstreet Holdings, Inc.
PNFP / Pinnacle Financial Partners, Inc.
PRI / Primerica, Inc.
CF / CF Industries Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
PEG / Public Service Enterprise Group Incorporated
JBLU / JetBlue Airways Corporation
PHM / PulteGroup, Inc.
Z / Zillow Group, Inc.
GBCI / Glacier Bancorp, Inc.
ETN / Eaton Corporation plc
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CLVT / Clarivate Plc
TJX / The TJX Companies, Inc.
RMBS / Rambus Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ODC / Oil-Dri Corporation of America
AKAM / Akamai Technologies, Inc.
KVUE / Kenvue Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
C.WSA / Citigroup, Inc.
WLK / Westlake Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SAIC / Science Applications International Corporation
KMI / Kinder Morgan, Inc.
ADV / Advantage Solutions Inc.
IVZ / Invesco Ltd.
MRNA / Moderna, Inc.
AMCR / Amcor plc
SO / The Southern Company
WDC / Western Digital Corporation
SHW / The Sherwin-Williams Company
MU / Micron Technology, Inc.
K / Kellanova
ANF / Abercrombie & Fitch Co.
BAC / Bank of America Corporation
EQT / EQT Corporation
GEN / Gen Digital Inc.
SWK / Stanley Black & Decker, Inc.
TFC / Truist Financial Corporation
MSCI / MSCI Inc.
HUBB / Hubbell Incorporated
GT / The Goodyear Tire & Rubber Company
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADM / Archer-Daniels-Midland Company
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
CNH / CNH Industrial N.V.
PRU / Prudential Financial, Inc.
RPM / RPM International Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CRDO / Credo Technology Group Holding Ltd
APO / Apollo Global Management, Inc.
DT / Dynatrace, Inc.
FSLR / First Solar, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PARA / Paramount Global
VLY / Valley National Bancorp
HBAN / Huntington Bancshares Incorporated
VAC / Marriott Vacations Worldwide Corporation
EFXT / Enerflex Ltd.
RJF / Raymond James Financial, Inc.
SNX / TD SYNNEX Corporation
NEM / Newmont Corporation
MPWR / Monolithic Power Systems, Inc.
CSGP / CoStar Group, Inc.
PLUG / Plug Power Inc.
AI / C3.ai, Inc.
LIN / Linde plc
COOP / Mr. Cooper Group Inc.
FNF / Fidelity National Financial, Inc.
QSR / Restaurant Brands International Inc.
GQRE / FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
BEPC / Brookfield Renewable Corporation
CHMI / Cherry Hill Mortgage Investment Corporation
COST / Costco Wholesale Corporation
BSX / Boston Scientific Corporation
KDP / Keurig Dr Pepper Inc.
SOFI / SoFi Technologies, Inc.
GDDY / GoDaddy Inc.
OVV / Ovintiv Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
JBHT / J.B. Hunt Transport Services, Inc.
DKS / DICK'S Sporting Goods, Inc.
PH / Parker-Hannifin Corporation
GILD / Gilead Sciences, Inc.
BWA / BorgWarner Inc.
ELV / Elevance Health, Inc.
SWKS / Skyworks Solutions, Inc.
LEN / Lennar Corporation
WSO / Watsco, Inc.
AFSD / AFLAC, Inc.
AIR PRODS & CHEMS INC / (9158106SH)
AIRBNB INC / COM CL A (9066101SH)
ALK / Alaska Air Group, Inc.
AA.PRB / Alcoa Corp.
ALGN / Align Technology, Inc.
ALL.PRD / Allstate Corp. (The)
AMAZON COM INC / (23135106S)
AMERICAN CENTY ETF TR / US LARGE CAP VLU (25072349S)
AMERICAN CENTY ETF TR / REAL ESTATE ETF (25072356S)
AMERICAN CENTY ETF TR / INTERNATIONAL LR (25072364S)
AMERICAN CENTY ETF TR / EMERGING MKT VAL (25072372S)
AMERICAN CENTY ETF TR / AVANTIS EMGMKT (25072604S)
AMERICAN CENTY ETF TR / INTL EQT ETF (25072703S)
AMERICAN CENTY ETF TR / INTL SMCP VLU (25072802S)
AMERICAN CENTY ETF TR / US SML CP VALU (25072877S)
AMERICAN CENTY ETF TR / US EQT ETF (25072885S)
AXP / American Express Company
AMERICAN FINL GROUP INC OHIO / (25932104S)
AMERICAN INTL GROUP INC / (26874784S)
AME / AMETEK, Inc.
AMGN / Amgen Inc.
AMKR / Amkor Technology, Inc.
AMPHENOL CORP NEW / CL A (32095101S)
ADI / Analog Devices, Inc.
ANAVEX LIFE SCIENCES CORP / (32797300S)
AAPL / Apple Inc.
APPLIED MATLS INC / (38222105S)
ATR / AptarGroup, Inc.
ARCHER DANIELS MIDLAND CO / (39483102S)
ARISTA NETWORKS INC / COM SHS (40413205S)
ARROW ELECTRS INC / (42735100S)
ASTRAZENECA PLC / SPONSORED ADR (46353108S)
AURORA INNOVATION INC / CLASS A COM (51774107S)
ADSK / Autodesk, Inc.
AUTOMATIC DATA PROCESSING IN / (53015103S)
AZO / AutoZone, Inc.
AVY / Avery Dennison Corporation
BANK AMERICA CORP / (60505104S)
BMQCF / Bank Montreal Que
BANK NEW YORK MELLON CORP / (64058100S)
BANK NOVA SCOTIA HALIFAX / (64149107S)
GOLD / Barrick Mining Corporation
BAXTER INTL INC / (71813109S)
BECN / Beacon Roofing Supply, Inc.
BECTON DICKINSON & CO / (75887109S)
BERKLEY W R CORP / (84423102S)
BHP GROUP LTD / SPONSORED ADS (88606108S)
BIO RAD LABS INC / CL A (90572207S)
BOEING CO / (97023105S)
BOOZ ALLEN HAMILTON HLDG COR / CL A (99502106S)
BWA / BorgWarner Inc.
BP PLC / SPONSORED ADR (55622104S)
LNG / Cheniere Energy, Inc.
ULTA / Ulta Beauty, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
TOL / Toll Brothers, Inc.
TRV / The Travelers Companies, Inc.
ELV / Elevance Health, Inc.
TECH / Bio-Techne Corporation
ABBOTT LABS / (2824100SH)
ABERCROMBIE & FITCH CO / CL A (2896207SH)
AMD / Advanced Micro Devices, Inc.
AFFILIATED MANAGERS GROUP IN / (8252108SH)
ETR / Entergy Corporation
MOGA / Moog, Inc. - Class A
AGO / Assured Guaranty Ltd.
TNXP / Tonix Pharmaceuticals Holding Corp.
DLR / Digital Realty Trust, Inc.
DHR / Danaher Corporation
MOD / Modine Manufacturing Company
SSB / SouthState Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
TT / Trane Technologies plc
RELX / RELX PLC - Depositary Receipt (Common Stock)
LBRDK / Liberty Broadband Corporation
DTM / DT Midstream, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
KEYS / Keysight Technologies, Inc.
AON / Aon plc
WH / Wyndham Hotels & Resorts, Inc.
FERG / Ferguson Enterprises Inc.
CGNX / Cognex Corporation
KBH / KB Home
CCK / Crown Holdings, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PFS / Provident Financial Services, Inc.
FIX / Comfort Systems USA, Inc.
NSIT / Insight Enterprises, Inc.
RIVN / Rivian Automotive, Inc.
AXP / American Express Company
PCVX / Vaxcyte, Inc.
GWRE / Guidewire Software, Inc.
BERY / Berry Global Group, Inc.
SYY / Sysco Corporation
TFX / Teleflex Incorporated
HTH / Hilltop Holdings Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
SCL / Stepan Company
LFUS / Littelfuse, Inc.
HEI / HEICO Corporation
THO / THOR Industries, Inc.
OKE / ONEOK, Inc.
NUE / Nucor Corporation
IBM / International Business Machines Corporation
FOXA / Fox Corporation
CG / The Carlyle Group Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
RDN / Radian Group Inc.
XYL / Xylem Inc.
HOOD / Robinhood Markets, Inc.
TSCO / Tractor Supply Company
BLK / BlackRock, Inc.
PSN / Parsons Corporation
GKOS / Glaukos Corporation
PPG / PPG Industries, Inc.
SAIA / Saia, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IPG / The Interpublic Group of Companies, Inc.
DGX / Quest Diagnostics Incorporated
AVXL / Anavex Life Sciences Corp.
MRO / Marathon Oil Corporation
MCO / Moody's Corporation
SWN / Southwestern Energy Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
HAL / Halliburton Company
LYFT / Lyft, Inc.
CRL / Charles River Laboratories International, Inc.
UFPI / UFP Industries, Inc.
CPB / The Campbell's Company
STLA / Stellantis N.V.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VMC / Vulcan Materials Company
DRI / Darden Restaurants, Inc.
AZPN / Aspen Technology, Inc.
SRPT / Sarepta Therapeutics, Inc.
HRB / H&R Block, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCI / Service Corporation International
CHTR / Charter Communications, Inc.
LVS / Las Vegas Sands Corp.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
LOW / Lowe's Companies, Inc.
LUMN / Lumen Technologies, Inc.
AN / AutoNation, Inc.
AYI / Acuity Inc.
ENLC / EnLink Midstream, LLC
WULF / TeraWulf Inc.
TER / Teradyne, Inc.
CDNS / Cadence Design Systems, Inc.
XPEL / XPEL, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IWV / iShares Trust - iShares Russell 3000 ETF
HCA / HCA Healthcare, Inc.
DDS / Dillard's, Inc.
WBS / Webster Financial Corporation
MCW / Mister Car Wash, Inc.
PAYX / Paychex, Inc.
ZM / Zoom Communications Inc.
ERIE / Erie Indemnity Company
ALLY / Ally Financial Inc.
WAB / Westinghouse Air Brake Technologies Corporation
JPM / JPMorgan Chase & Co.
CPAY / Corpay, Inc.
RNR / RenaissanceRe Holdings Ltd.
LII / Lennox International Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SLM / SLM Corporation
RRC / Range Resources Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ITT / ITT Inc.
LULU / lululemon athletica inc.
ALL / The Allstate Corporation
OMF / OneMain Holdings, Inc.
RCL / Royal Caribbean Cruises Ltd.
AIT / Applied Industrial Technologies, Inc.
EXPD / Expeditors International of Washington, Inc.
CRM / Salesforce, Inc.
TSLA / Tesla, Inc.
XYZ / Block, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EQH / Equitable Holdings, Inc.
TTEK / Tetra Tech, Inc.
CM / Canadian Imperial Bank of Commerce
DLTR / Dollar Tree, Inc.
KHC / The Kraft Heinz Company
MET / MetLife, Inc.
MCHP / Microchip Technology Incorporated
STXS / Stereotaxis, Inc.
ICE / Intercontinental Exchange, Inc.
NFBK / Northfield Bancorp, Inc. (Staten Island, NY)
DOV / Dover Corporation
RSG / Republic Services, Inc.
HL / Hecla Mining Company
DASH / DoorDash, Inc.
TWLO / Twilio Inc.
META / Meta Platforms, Inc.
WMB / The Williams Companies, Inc.
PCT / PureCycle Technologies, Inc.
WBA / Walgreens Boots Alliance, Inc.
IQV / IQVIA Holdings Inc.
EXEL / Exelixis, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CHD / Church & Dwight Co., Inc.
GGG / Graco Inc.
EOG / EOG Resources, Inc.
MDLZ / Mondelez International, Inc.
MAR / Marriott International, Inc.
FN / Fabrinet
FANG / Diamondback Energy, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
OZK / Bank OZK
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MRVL / Marvell Technology, Inc.
MMC / Marsh & McLennan Companies, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
LHX / L3Harris Technologies, Inc.
ELAN / Elanco Animal Health Incorporated
CBRE / CBRE Group, Inc.
HUBS / HubSpot, Inc.
HD / The Home Depot, Inc.
TDG / TransDigm Group Incorporated
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
F / Ford Motor Company
ROST / Ross Stores, Inc.
COIN / Coinbase Global, Inc.
ADBE / Adobe Inc.
EXE / Expand Energy Corporation
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
AVGO / Broadcom Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
MEDP / Medpace Holdings, Inc.
ONB / Old National Bancorp
TTD / The Trade Desk, Inc.
USFD / US Foods Holding Corp.
BNS / The Bank of Nova Scotia
L / Loews Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
LYV / Live Nation Entertainment, Inc.
MSFT / Microsoft Corporation
PLTR / Palantir Technologies Inc.
MPC / Marathon Petroleum Corporation
AFRM / Affirm Holdings, Inc.
CFR / Cullen/Frost Bankers, Inc.
DELL / Dell Technologies Inc.
T / AT&T Inc.
MOS / The Mosaic Company
MDAI / Spectral AI, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
UAL / United Airlines Holdings, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CMG / Chipotle Mexican Grill, Inc.
IFF / International Flavors & Fragrances Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ADSK / Autodesk, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CVX / Chevron Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TRMB / Trimble Inc.
ABBV / AbbVie Inc.
WMT / Walmart Inc.
CAG / Conagra Brands, Inc.
HOLX / Hologic, Inc.
CCL / Carnival Corporation & plc
JEF / Jefferies Financial Group Inc.
VTRS / Viatris Inc.
IDXX / IDEXX Laboratories, Inc.
ARW / Arrow Electronics, Inc.
AMP / Ameriprise Financial, Inc.
NEE / NextEra Energy, Inc.
LFST / LifeStance Health Group, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
DHI / D.R. Horton, Inc.
C / Citigroup Inc.
BRO / Brown & Brown, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SSNC / SS&C Technologies Holdings, Inc.
CBOE / Cboe Global Markets, Inc.
CRBG / Corebridge Financial, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ESNT / Essent Group Ltd.
FNB / F.N.B. Corporation
ORLY / O'Reilly Automotive, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
TGT / Target Corporation
WCC / WESCO International, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
LH / Labcorp Holdings Inc.
URI / United Rentals, Inc.
ROP / Roper Technologies, Inc.
CRK / Comstock Resources, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
JLL / Jones Lang LaSalle Incorporated
CTRA / Coterra Energy Inc.
INTC / Intel Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
PFG / Principal Financial Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
EG / Everest Group, Ltd.
SJM / The J. M. Smucker Company
GOOG / Alphabet Inc.
STT / State Street Corporation
GPC / Genuine Parts Company
EVR / Evercore Inc.
CLH / Clean Harbors, Inc.
SBUX / Starbucks Corporation
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
PFGC / Performance Food Group Company
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
BOKF / BOK Financial Corporation
QCOM / QUALCOMM Incorporated
GD / General Dynamics Corporation
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
WSFS / WSFS Financial Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ACN / Accenture plc
TMO / Thermo Fisher Scientific Inc.
PCAR / PACCAR Inc
NRG / NRG Energy, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
UHALB / U-Haul Holding Company - Series N
J / Jacobs Solutions Inc.
D / Dominion Energy, Inc.
UNH / UnitedHealth Group Incorporated
DUK / Duke Energy Corporation
EME / EMCOR Group, Inc.
MDT / Medtronic plc
VRTX / Vertex Pharmaceuticals Incorporated
MELI / MercadoLibre, Inc.
DVN / Devon Energy Corporation
CRH / CRH plc
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NKE / NIKE, Inc.
SU / Suncor Energy Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
UEC / Uranium Energy Corp.
GOOGL / Alphabet Inc.
DAL / Delta Air Lines, Inc.
MASI / Masimo Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CSCO / Cisco Systems, Inc.
PAG / Penske Automotive Group, Inc.
TLTD / FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
BLD / TopBuild Corp.
DIS / The Walt Disney Company
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
TD / The Toronto-Dominion Bank
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
PWR / Quanta Services, Inc.
OUNZ / VanEck Merk Gold ETF
INCY / Incyte Corporation
CAT / Caterpillar Inc.
PRSU / Pursuit Attractions and Hospitality, Inc.
NTR / Nutrien Ltd.
DDOG / Datadog, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
GPN / Global Payments Inc.
CACI / CACI International Inc
SW / Smurfit Westrock Plc
UBS / UBS Group AG
COF / Capital One Financial Corporation
MO / Altria Group, Inc.
FAST / Fastenal Company
ROK / Rockwell Automation, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DINO / HF Sinclair Corporation
JCI / Johnson Controls International plc
LUV / Southwest Airlines Co.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
UNM / Unum Group
AXON / Axon Enterprise, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ESI / Element Solutions Inc
TROW / T. Rowe Price Group, Inc.
VHC / VirnetX Holding Corporation
HON / Honeywell International Inc.
DG / Dollar General Corporation
ODFL / Old Dominion Freight Line, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
IEX / IDEX Corporation
SG / Sweetgreen, Inc.
BIIB / Biogen Inc.
SPY / SPDR S&P 500 ETF
KD / Kyndryl Holdings, Inc.
ACM / AECOM
MTG / MGIC Investment Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
BN / Brookfield Corporation
MFC / Manulife Financial Corporation
MLI / Mueller Industries, Inc.
ACGL / Arch Capital Group Ltd.
EMN / Eastman Chemical Company
GM / General Motors Company
ORI / Old Republic International Corporation
RY / Royal Bank of Canada
MMM / 3M Company
PYPL / PayPal Holdings, Inc.
DD / DuPont de Nemours, Inc.
MCK / McKesson Corporation
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
FAF / First American Financial Corporation
AVY / Avery Dennison Corporation
AME / AMETEK, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
APG / APi Group Corporation
TXT / Textron Inc.
KLAC / KLA Corporation
CB / Chubb Limited
EFA / iShares Trust - iShares MSCI EAFE ETF
INGR / Ingredion Incorporated
IR / Ingersoll Rand Inc.
ATI / ATI Inc.
LDOS / Leidos Holdings, Inc.
FTV / Fortive Corporation
AZEK / The AZEK Company Inc.
ZION / Zions Bancorporation, National Association
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LPX / Louisiana-Pacific Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CAH / Cardinal Health, Inc.
FITB / Fifth Third Bancorp
DB / Deutsche Bank Aktiengesellschaft
VST / Vistra Corp.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MS / Morgan Stanley
CNP / CenterPoint Energy, Inc.
ALC / Alcon Inc.
NTAP / NetApp, Inc.
ORCL / Oracle Corporation
GEHC / GE HealthCare Technologies Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
BG / Bunge Global SA
PAYO / Payoneer Global Inc.
AJG / Arthur J. Gallagher & Co.
NTRS / Northern Trust Corporation
PKG / Packaging Corporation of America
FICO / Fair Isaac Corporation
ADT / ADT Inc.
VRSK / Verisk Analytics, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TPR / Tapestry, Inc.
WM / Waste Management, Inc.
TEL / TE Connectivity plc
BKR / Baker Hughes Company
LPLA / LPL Financial Holdings Inc.
EFX / Equifax Inc.
NOW / ServiceNow, Inc.
SNA / Snap-on Incorporated
CADE / Cadence Bank
CHMG / Chemung Financial Corporation
OSK / Oshkosh Corporation
WTFC / Wintrust Financial Corporation
VLO / Valero Energy Corporation
RMD / ResMed Inc.
NVT / nVent Electric plc
FTI / TechnipFMC plc
EWBC / East West Bancorp, Inc.
CW / Curtiss-Wright Corporation
V / Visa Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
KNX / Knight-Swift Transportation Holdings Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
COHR / Coherent Corp.
SYK / Stryker Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PNR / Pentair plc
TDY / Teledyne Technologies Incorporated
OTIS / Otis Worldwide Corporation
FWONK / Formula One Group
NET / Cloudflare, Inc.
VLTO / Veralto Corporation
DOX / Amdocs Limited
WSM / Williams-Sonoma, Inc.
CPRT / Copart, Inc.
VRT / Vertiv Holdings Co
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
MNSB / MainStreet Bancshares, Inc.
FOX / Fox Corporation
AMAT / Applied Materials, Inc.
LLY / Eli Lilly and Company
ZBRA / Zebra Technologies Corporation
SNPS / Synopsys, Inc.
JBL / Jabil Inc.
AR / Antero Resources Corporation
FCNCA / First Citizens BancShares, Inc.
SNOW / Snowflake Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
CFG / Citizens Financial Group, Inc.
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
CINF / Cincinnati Financial Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
YUM / Yum! Brands, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CTVA / Corteva, Inc.
STLD / Steel Dynamics, Inc.
COKE / Coca-Cola Consolidated, Inc.
TRU / TransUnion
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
FIS / Fidelity National Information Services, Inc.
CNX / CNX Resources Corporation
RTX / RTX Corporation
R / Ryder System, Inc.
DIOD / Diodes Incorporated
RVTY / Revvity, Inc.
BURL / Burlington Stores, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FFIV / F5, Inc.
GIS / General Mills, Inc.
BKNG / Booking Holdings Inc.
UHS / Universal Health Services, Inc.
RF / Regions Financial Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
LRCX / Lam Research Corporation
VOYA / Voya Financial, Inc.
NDSN / Nordson Corporation
CSL / Carlisle Companies Incorporated
IT / Gartner, Inc.
SD / SandRidge Energy, Inc.
TAP / Molson Coors Beverage Company
PEP / PepsiCo, Inc.
DOCU / DocuSign, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
CMC / Commercial Metals Company
CNI / Canadian National Railway Company
HPQ / HP Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MHK / Mohawk Industries, Inc.
PR / Permian Resources Corporation
IAU / iShares Gold Trust
CP / Canadian Pacific Kansas City Limited
WAL / Western Alliance Bancorporation
USB / U.S. Bancorp
APD / Air Products and Chemicals, Inc.
MOH / Molina Healthcare, Inc.
INTU / Intuit Inc.
CEG / Constellation Energy Corporation
GAP / The Gap, Inc.
FDX / FedEx Corporation
PFE / Pfizer Inc.
IP / International Paper Company
MA / Mastercard Incorporated
AUR / Aurora Innovation, Inc.
CTAS / Cintas Corporation
STX / Seagate Technology Holdings plc
FBIN / Fortune Brands Innovations, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
OKTA / Okta, Inc.
THC / Tenet Healthcare Corporation
UBER / Uber Technologies, Inc.
CLOV / Clover Health Investments, Corp.
VEEV / Veeva Systems Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
JHG / Janus Henderson Group plc
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
IWB / iShares Trust - iShares Russell 1000 ETF
STE / STERIS plc
CASY / Casey's General Stores, Inc.
PSTG / Pure Storage, Inc.
RIG / Transocean Ltd.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
OXY / Occidental Petroleum Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BPOP / Popular, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
KEX / Kirby Corporation
LCID / Lucid Group, Inc.
PANW / Palo Alto Networks, Inc.
WEC / WEC Energy Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
TMHC / Taylor Morrison Home Corporation
VZ / Verizon Communications Inc.
STRL / Sterling Infrastructure, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
AAPL / Apple Inc.
ARMK / Aramark
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
COO / The Cooper Companies, Inc.