TCW GROUP INC Diversified Active

Location: LOS ANGELES, CA

CIK: 0000850401 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $13,292,829 (100.0% shares, 0.0% debt)

Holdings (629)

New Positions (29)

VG VENTURE GLOBAL INC 0.4%
Value ($000) $55,217 Shares 3,503,648 Est. Cost $8.89 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $27,686 Shares 142,922 Est. Cost $190.39 Unrealized 0.0%
FPS FORGENT POWER SOLUTIONS INC 0.1%
Value ($000) $13,977 Shares 477,503 Est. Cost $29.27 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $6,324 Shares 1,408,383 Est. Cost $4.49 Unrealized
AHRT AH RLTY TR INC 0.0%
Value ($000) $5,583 Shares 1,015,000 Est. Cost $5.50 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $5,248 Shares 99,454 Est. Cost $50.61 Unrealized 0.0%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $4,469 Shares 83,975 Est. Cost $47.79 Unrealized 0.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $2,554 Shares 56,720 Est. Cost $49.52 Unrealized 0.0%
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $2,543 Shares 17,777 Est. Cost $149.87 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $2,201 Shares 42,459 Est. Cost $59.11 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $1,958 Shares 11,353 Est. Cost $197.49 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1,957 Shares 12,385 Est. Cost $175.40 Unrealized 0.0%
H HYATT HOTELS CORP 0.0%
Value ($000) $1,057 Shares 7,354 Est. Cost $164.53 Unrealized 0.0%
CPRI INNOVATOR ETFS TRUST 0.0%
Value ($000) $606 Shares 34,376 Est. Cost $22.85 Unrealized 0.0%
XPO XPO INC 0.0%
Value ($000) $379 Shares 1,946 Est. Cost $170.37 Unrealized 0.0%
WWD WOODWARD INC 0.0%
Value ($000) $349 Shares 975 Est. Cost $353.24 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $348 Shares 1,937 Est. Cost $171.25 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $344 Shares 4,275 Est. Cost $52.41 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $339 Shares 1,331 Est. Cost $270.02 Unrealized 0.0%
CF CF INDUSTRIES HOLD 0.0%
Value ($000) $336 Shares 2,589 Est. Cost $90.08 Unrealized 0.0%
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $329 Shares 3,967 Est. Cost $98.13 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $323 Shares 2,220 Est. Cost $131.64 Unrealized 0.0%
AMCR AMCOR PLC 0.0%
Value ($000) $300 Shares 7,544 Est. Cost $45.83 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $290 Shares 5,703 Est. Cost $42.94 Unrealized 0.0%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $284 Shares 2,229 Est. Cost $112.04 Unrealized 0.0%
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $282 Shares 2,899 Est. Cost $103.02 Unrealized 0.0%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $273 Shares 1,446 Est. Cost $206.21 Unrealized 0.0%
SAIA SAIA INC 0.0%
Value ($000) $249 Shares 709 Est. Cost $372.09 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $212 Shares 2,049 Est. Cost $114.41 Unrealized 0.0%

Increased Positions (405)

ACLO TCW ETF TRUST 3.3%
Value ($000) $441,087 (+35.2%) Shares 8,754,187 (+34.9%) Est. Cost $50.31 Unrealized
KLAC KLA CORP 0.6%
Value ($000) $83,006 (+3182.7%) Shares 56,374 (+2609.0%) Est. Cost $1451.32 Unrealized +0.7%
CSCO CISCO SYS INC 0.6%
Value ($000) $80,512 (+1577.3%) Shares 1,037,663 (+1565.2%) Est. Cost $77.66 Unrealized +0.3%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $67,127 (+1000.1%) Shares 458,894 (+1236.8%) Est. Cost $156.18 Unrealized -1.3%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $57,419 (+1290.7%) Shares 167,996 (+945.7%) Est. Cost $318.25 Unrealized +2.6%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $149,390 (+53.2%) Shares 880,528 (+8.7%) Est. Cost $93.94 Unrealized +47.7%
EQIX EQUINIX INC 1.0%
Value ($000) $133,995 (+59.2%) Shares 136,696 (+24.4%) Est. Cost $778.87 Unrealized -1.9%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $96,397 (-29.3%) Shares 1,536,210 (+7.4%) Est. Cost $48.16 Unrealized +78.2%
MCK MCKESSON CORP 1.0%
Value ($000) $136,916 (+39.2%) Shares 158,219 (+32.0%) Est. Cost $416.55 Unrealized +110.2%
AMZN AMAZON COM INC 3.7%
Value ($000) $495,857 (-7.0%) Shares 2,380,835 (+3.0%) Est. Cost $142.48 Unrealized +59.2%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $36,993 (+4288.9%) Shares 396,407 (+3843.6%) Est. Cost $94.57 Unrealized +0.3%
FTI TECHNIPFMC PLC 0.4%
Value ($000) $55,818 (+153.9%) Shares 807,439 (+63.6%) Est. Cost $39.15 Unrealized +43.9%
Q QNITY ELECTRONICS INC 0.3%
Value ($000) $37,935 (+793.0%) Shares 328,785 (+532.0%) Est. Cost $98.63 Unrealized +2.6%
TGT TARGET CORP 0.3%
Value ($000) $35,037 (+1736.9%) Shares 289,081 (+1381.5%) Est. Cost $110.41 Unrealized -1.1%
GEV GE VERNOVA INC 0.5%
Value ($000) $59,861 (+118.7%) Shares 68,577 (+63.7%) Est. Cost $658.83 Unrealized +11.9%
WELL WELLTOWER INC 0.8%
Value ($000) $112,938 (+40.1%) Shares 571,230 (+31.5%) Est. Cost $178.97 Unrealized +4.5%
SRE SEMPRA 0.3%
Value ($000) $39,002 (+429.3%) Shares 401,377 (+380.9%) Est. Cost $87.10 Unrealized +2.8%
TMUS T-MOBILE US INC 0.3%
Value ($000) $34,574 (+1017.0%) Shares 164,615 (+979.9%) Est. Cost $201.30 Unrealized -0.5%
ANET ARISTA NETWORKS INC 1.5%
Value ($000) $193,411 (+19.2%) Shares 1,575,264 (+27.2%) Est. Cost $120.68 Unrealized +11.9%
INTC INTEL CORP 0.9%
Value ($000) $118,099 (+32.7%) Shares 2,676,166 (+10.9%) Est. Cost $25.54 Unrealized +81.8%
CAT CATERPILLAR INC 0.2%
Value ($000) $32,630 (+669.6%) Shares 46,057 (+522.3%) Est. Cost $663.68 Unrealized +3.1%
DOCN DIGITALOCEAN HLDGS INC 0.4%
Value ($000) $51,175 (+113.2%) Shares 596,584 (+19.6%) Est. Cost $41.84 Unrealized +38.8%
UPS UNITED PARCEL SVCS INC 0.6%
Value ($000) $75,140 (+55.0%) Shares 763,777 (+56.2%) Est. Cost $103.99 Unrealized +5.6%
LEN LENNAR CORP 0.5%
Value ($000) $60,347 (+76.5%) Shares 694,922 (+108.9%) Est. Cost $96.91 Unrealized +18.1%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value ($000) $69,447 (+59.0%) Shares 205,494 (+43.0%) Est. Cost $163.69 Unrealized
POWL POWELL INDS INC 0.3%
Value ($000) $35,367 (+236.4%) Shares 65,364 (+98.2%) Est. Cost $403.23 Unrealized +16.8%
PWR QUANTA SVCS INC 0.2%
Value ($000) $25,666 (+2523.4%) Shares 46,748 (+1916.7%) Est. Cost $483.88 Unrealized +0.5%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $24,831 (+3678.1%) Shares 87,507 (+2488.2%) Est. Cost $209.79 Unrealized -0.0%
IDXX IDEXX LABS INC 0.5%
Value ($000) $66,725 (+52.3%) Shares 118,751 (+83.4%) Est. Cost $676.13 Unrealized -0.9%
ETR ENTERGY CORP NEW 0.7%
Value ($000) $98,556 (+30.2%) Shares 877,145 (+7.1%) Est. Cost $91.71 Unrealized +6.2%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $76,741 (+40.9%) Shares 1,675,558 (+23.7%) Est. Cost $35.08 Unrealized +31.4%
MRK MERCK & CO INC 0.8%
Value ($000) $103,745 (+25.7%) Shares 862,459 (+10.0%) Est. Cost $97.09 Unrealized +17.7%
MUSE TCW ETF TRUST 0.5%
Value ($000) $63,109 (+40.5%) Shares 1,285,702 (+43.4%) Est. Cost $49.89 Unrealized
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $149,979 (+11.7%) Shares 935,496 (+28.4%) Est. Cost $152.22 Unrealized +13.1%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $69,977 (+24.8%) Shares 405,473 (+27.0%) Est. Cost $166.19 Unrealized +5.2%
NI NISOURCE INC 0.7%
Value ($000) $90,538 (+18.0%) Shares 1,940,380 (+5.6%) Est. Cost $31.99 Unrealized +37.5%
FCX FREEPORT MCMORAN INC 0.5%
Value ($000) $72,001 (+22.9%) Shares 1,224,923 (+6.2%) Est. Cost $35.78 Unrealized +70.8%
BE BLOOM ENERGY CORP 0.2%
Value ($000) $23,184 (+99.0%) Shares 171,114 (+27.6%) Est. Cost $113.64 Unrealized +27.3%
PFE PFIZER INC 0.6%
Value ($000) $76,197 (+17.7%) Shares 2,713,584 (+4.4%) Est. Cost $25.08 Unrealized +4.4%
CSX CSX CORP 0.6%
Value ($000) $86,019 (+15.0%) Shares 2,095,468 (+1.6%) Est. Cost $34.96 Unrealized +10.2%
ORCL ORACLE CORP 0.5%
Value ($000) $70,355 (-13.6%) Shares 478,250 (+14.4%) Est. Cost $194.27 Unrealized -12.7%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $54,761 (+24.2%) Shares 131,403 (+16.0%) Est. Cost $414.77 Unrealized +1.8%
SPOT SPOTIFY TECHNOLOGY S A 0.9%
Value ($000) $114,494 (-8.5%) Shares 236,114 (+9.6%) Est. Cost $625.80 Unrealized -20.5%
IGCB TCW ETF TRUST 0.3%
Value ($000) $37,540 (+33.3%) Shares 817,952 (+34.9%) Est. Cost $46.14 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $30,253 (+41.7%) Shares 278,548 (+19.4%) Est. Cost $94.22 Unrealized +23.4%
RDDT REDDIT INC 0.2%
Value ($000) $29,305 (+42.8%) Shares 217,640 (+143.7%) Est. Cost $195.57 Unrealized -3.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $104,299 (-7.0%) Shares 362,705 (+1.2%) Est. Cost $171.79 Unrealized +88.2%
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $15,220 (+89.5%) Shares 107,044 (+23.5%) Est. Cost $84.63 Unrealized +15.6%
AME AMETEK INC 0.8%
Value ($000) $104,377 (+6.5%) Shares 486,922 (+2.0%) Est. Cost $180.55 Unrealized +23.7%
STNG SCORPIO TANKERS INC 0.1%
Value ($000) $17,350 (+55.7%) Shares 232,392 (+6.0%) Est. Cost $30.39 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $18,317 (+48.7%) Shares 65,026 (+56.1%) Est. Cost $301.22 Unrealized -0.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $12,002 (+84.4%) Shares 90,800 (+78.1%) Est. Cost $107.96 Unrealized +19.5%
SYM SYMBOTIC INC 0.3%
Value ($000) $38,898 (+16.2%) Shares 731,166 (+30.0%) Est. Cost $41.77 Unrealized +45.3%
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $13,524 (+63.5%) Shares 130,337 (+31.9%) Est. Cost $49.43 Unrealized +95.0%
DDOG DATADOG INC 0.2%
Value ($000) $20,444 (+28.7%) Shares 173,185 (+48.2%) Est. Cost $128.17 Unrealized -3.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $12,353 (+57.6%) Shares 50,537 (+33.4%) Est. Cost $204.74 Unrealized +11.3%
DE DEERE & CO 0.2%
Value ($000) $22,800 (+24.3%) Shares 40,475 (+2.7%) Est. Cost $371.32 Unrealized +48.5%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $6,028 (+166.8%) Shares 54,914 (+168.2%) Est. Cost $102.31 Unrealized +3.4%
MTZ MASTEC INC 0.1%
Value ($000) $7,632 (+82.0%) Shares 23,720 (+22.9%) Est. Cost $196.07 Unrealized +27.6%
CRWV COREWEAVE INC 0.0%
Value ($000) $6,071 (+130.1%) Shares 78,364 (+112.7%) Est. Cost $96.14 Unrealized -4.8%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $8,705 (+64.7%) Shares 71,286 (+87.4%) Est. Cost $137.52 Unrealized +1.2%
AGCO AGCO CORP 0.1%
Value ($000) $6,986 (+86.4%) Shares 60,289 (+67.8%) Est. Cost $113.82 Unrealized +6.4%
PKST PEAKSTONE REALTY TRUST 0.1%
Value ($000) $10,015 (+47.3%) Shares 479,400 (+1.2%) Est. Cost $13.35 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $37,006 (+9.5%) Shares 136,761 (+33.5%) Est. Cost $330.05 Unrealized -6.5%
JBL JABIL INC 0.1%
Value ($000) $7,738 (+59.9%) Shares 29,132 (+37.2%) Est. Cost $222.72 Unrealized +11.4%
AVT AVNET INC 0.0%
Value ($000) $6,243 (+86.5%) Shares 101,310 (+45.6%) Est. Cost $48.01 Unrealized +21.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $5,422 (+111.4%) Shares 22,204 (+40.8%) Est. Cost $174.87 Unrealized +5.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $13,826 (+26.0%) Shares 135,359 (+2.3%) Est. Cost $93.72 Unrealized -11.2%
AMRZ AMRIZE LTD 0.0%
Value ($000) $6,564 (+71.9%) Shares 117,180 (+66.0%) Est. Cost $53.44 Unrealized +6.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $3,906 (+214.8%) Shares 34,509 (+176.2%) Est. Cost $102.97 Unrealized +2.3%
FDX FEDEX CORP 0.1%
Value ($000) $6,816 (+63.0%) Shares 19,135 (+32.2%) Est. Cost $279.71 Unrealized +21.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $2,883 (+996.5%) Shares 25,098 (+733.0%) Est. Cost $94.09 Unrealized +1.7%
KO COCA COLA CO 0.1%
Value ($000) $6,891 (+60.3%) Shares 90,611 (+47.4%) Est. Cost $71.12 Unrealized +5.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $2,632 (+558.1%) Shares 19,337 (+531.1%) Est. Cost $129.53 Unrealized -0.5%
AIFD TCW ETF TRUST 0.0%
Value ($000) $3,641 (+133.3%) Shares 94,414 (+127.3%) Est. Cost $33.89 Unrealized
EQH EQUITABLE HLDGS INC 0.5%
Value ($000) $60,421 (-3.2%) Shares 1,628,169 (+24.3%) Est. Cost $47.39 Unrealized -3.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $4,380 (+81.5%) Shares 67,791 (+79.0%) Est. Cost $67.72 Unrealized +11.9%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $6,318 (+41.3%) Shares 30,537 (+4.1%) Est. Cost $152.20 Unrealized +12.9%
ABBV ABBVIE INC 0.6%
Value ($000) $79,999 (-2.2%) Shares 367,829 (+2.7%) Est. Cost $113.32 Unrealized +96.4%
SLNZ TCW ETF TRUST 1.5%
Value ($000) $196,535 (+0.9%) Shares 4,340,315 (+3.2%) Est. Cost $47.23 Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.1%
Value ($000) $9,118 (+24.6%) Shares 54,904 (+20.7%) Est. Cost $108.24 Unrealized +67.5%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $4,990 (+47.6%) Shares 23,356 (+18.3%) Est. Cost $166.27 Unrealized +35.9%
TCI TRANSCONTINENTAL RLTY INVS 0.0%
Value ($000) $2,380 (-38.7%) Shares 68,223 (+3.0%) Est. Cost $41.97 Unrealized +23.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,975 (+96.8%) Shares 34,902 (+82.5%) Est. Cost $83.02 Unrealized +6.9%
T AT&T INC 0.0%
Value ($000) $4,284 (+51.5%) Shares 147,776 (+29.8%) Est. Cost $21.46 Unrealized +20.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $2,213 (+150.5%) Shares 5,649 (+76.1%) Est. Cost $211.81 Unrealized +77.7%
HSY HERSHEY CO 0.0%
Value ($000) $2,597 (+100.4%) Shares 12,492 (+75.4%) Est. Cost $191.83 Unrealized +6.7%
WMT WALMART INC 0.1%
Value ($000) $8,828 (+17.1%) Shares 71,036 (+4.9%) Est. Cost $107.90 Unrealized +13.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $2,490 (+104.5%) Shares 13,347 (+102.9%) Est. Cost $182.01 Unrealized +1.1%
NXDT NEXPOINT DIVERSIFIED REL ET 0.0%
Value ($000) $4,051 (+44.0%) Shares 867,521 (+18.1%) Est. Cost $3.97 Unrealized
COR CENCORA INC 0.0%
Value ($000) $3,597 (+50.0%) Shares 11,451 (+61.3%) Est. Cost $345.37 Unrealized +2.2%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $6,153 (+23.1%) Shares 20,700 (+16.5%) Est. Cost $266.44 Unrealized +7.5%
CTVA CORTEVA INC 0.0%
Value ($000) $3,923 (+40.8%) Shares 46,862 (+12.8%) Est. Cost $58.90 Unrealized +23.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $6,048 (+21.4%) Shares 30,862 (+7.5%) Est. Cost $170.00 Unrealized +12.1%
PWRD TCW ETF TRUST 0.0%
Value ($000) $3,835 (+38.4%) Shares 39,226 (+36.1%) Est. Cost $90.57 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $1,465 (+237.6%) Shares 2,306 (+26.1%) Est. Cost $265.83 Unrealized +94.3%
TDS TELEPHONE & DATA SYS INC 0.2%
Value ($000) $25,767 (+3.8%) Shares 612,032 (+1.1%) Est. Cost $17.59 Unrealized +152.2%
INTU INTUIT 0.0%
Value ($000) $1,948 (-31.4%) Shares 4,506 (+5.1%) Est. Cost $652.84 Unrealized -23.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $2,696 (+47.2%) Shares 20,423 (+4.4%) Est. Cost $90.55 Unrealized +13.4%
APP APPLOVIN CORP 0.0%
Value ($000) $1,401 (-37.9%) Shares 3,521 (+5.1%) Est. Cost $624.16 Unrealized -18.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2,636 (+43.1%) Shares 32,415 (+56.4%) Est. Cost $90.82 Unrealized -2.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1,099 (+247.0%) Shares 16,587 (+267.1%) Est. Cost $70.34 Unrealized -1.3%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $4,168 (+22.7%) Shares 125,100 (+1.1%) Est. Cost $24.69 Unrealized +15.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $4,577 (+19.5%) Shares 68,240 (+14.6%) Est. Cost $49.16 Unrealized +49.7%
GLW CORNING INC 0.0%
Value ($000) $1,733 (+63.0%) Shares 12,749 (+5.0%) Est. Cost $87.19 Unrealized +28.1%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $1,478 (+78.7%) Shares 5,258 (+59.6%) Est. Cost $257.43 Unrealized +5.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $2,274 (-22.2%) Shares 17,661 (+3.4%) Est. Cost $170.24 Unrealized -9.6%
NFLX NETFLIX INC. 0.1%
Value ($000) $8,158 (+8.6%) Shares 84,844 (+5.9%) Est. Cost $106.47 Unrealized -21.3%
LC LENDINGCLUB ISSUANCE TR SER 0.0%
Value ($000) $5,143 (+13.7%) Shares 359,114 (+50.3%) Est. Cost $13.17 Unrealized +37.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $5,143 (+13.5%) Shares 40,410 (+18.1%) Est. Cost $132.15 Unrealized +4.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $3,570 (+19.4%) Shares 38,436 (+3.2%) Est. Cost $82.65 Unrealized +5.5%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $1,510 (+61.8%) Shares 5,584 (+3.1%) Est. Cost $154.51 Unrealized +62.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $4,100 (-12.3%) Shares 51,500 (+2.7%) Est. Cost $86.72 Unrealized +3.8%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $1,873 (-23.1%) Shares 10,268 (+2.2%) Est. Cost $222.22 Unrealized +0.5%
RKLB ROCKET LAB CORP 0.1%
Value ($000) $7,658 (-6.8%) Shares 119,249 (+1.3%) Est. Cost $57.60 Unrealized +37.6%
ALAB ASTERA LABS INC 0.0%
Value ($000) $1,423 (+62.8%) Shares 12,988 (+147.2%) Est. Cost $161.54 Unrealized -2.4%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $28,101 (-1.9%) Shares 47,736 (+3.8%) Est. Cost $622.80 Unrealized +6.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3,771 (+16.6%) Shares 27,059 (+2.7%) Est. Cost $121.33 Unrealized +14.0%
CPAY CORPAY INC 0.0%
Value ($000) $4,982 (+11.6%) Shares 17,120 (+15.4%) Est. Cost $302.03 Unrealized +8.5%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $3,742 (+16.1%) Shares 27,421 (+15.0%) Est. Cost $75.46 Unrealized +98.7%
TIPT TIPTREE INC 0.0%
Value ($000) $4,978 (+11.6%) Shares 294,183 (+20.5%) Est. Cost $8.32 Unrealized +110.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $2,215 (-18.8%) Shares 526 (+3.3%) Est. Cost $5126.33 Unrealized -6.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $4,628 (+12.3%) Shares 14,892 (+10.4%) Est. Cost $306.24 Unrealized +3.6%
LION LIONSGATE STUDIOS CORP 0.1%
Value ($000) $8,156 (+6.5%) Shares 850,500 (+1.4%) Est. Cost $7.14 Unrealized +25.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $5,131 (+10.8%) Shares 170,350 (+14.8%) Est. Cost $20.54 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $2,952 (-13.9%) Shares 28,751 (+5.1%) Est. Cost $126.73 Unrealized -8.9%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $859 (-35.6%) Shares 12,392 (+5.1%) Est. Cost $128.39 Unrealized -25.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,242 (+59.5%) Shares 5,028 (+5.1%) Est. Cost $169.85 Unrealized +11.9%
BAC BANK AMERICA CORP 0.0%
Value ($000) $5,320 (-8.0%) Shares 109,126 (+3.8%) Est. Cost $52.70 Unrealized +1.8%
IWS ISHARES TR 0.0%
Value ($000) $1,945 (+30.6%) Shares 13,345 (+26.4%) Est. Cost $142.03 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,692 (-14.4%) Shares 8,901 (+4.7%) Est. Cost $356.93 Unrealized -0.2%
SBAC SBA COMMUNICATIONS CORP 0.1%
Value ($000) $10,452 (+4.5%) Shares 60,731 (+17.4%) Est. Cost $211.40 Unrealized -8.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,957 (+29.4%) Shares 3,238 (+3.5%) Est. Cost $480.45 Unrealized +25.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,573 (+20.5%) Shares 8,087 (+2.7%) Est. Cost $252.33 Unrealized +25.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2,916 (+17.6%) Shares 15,018 (+5.1%) Est. Cost $172.44 Unrealized +19.6%
FOXA FOX CORP 0.0%
Value ($000) $4,432 (-8.9%) Shares 75,885 (+13.9%) Est. Cost $65.56 Unrealized +2.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $2,373 (+21.7%) Shares 10,498 (+5.1%) Est. Cost $196.52 Unrealized +15.0%
ASTL ALGOMA STL GROUP INC 0.0%
Value ($000) $3,173 (+15.0%) Shares 768,178 (+14.2%) Est. Cost $7.66 Unrealized -41.5%
RTX RTX CORPORATION 0.0%
Value ($000) $4,270 (+10.5%) Shares 22,134 (+5.1%) Est. Cost $174.45 Unrealized +12.7%
DASH DOORDASH INC 0.0%
Value ($000) $924 (-30.3%) Shares 6,155 (+5.1%) Est. Cost $232.73 Unrealized -15.5%
EOG EOG RES INC 0.0%
Value ($000) $1,302 (+44.7%) Shares 9,007 (+5.1%) Est. Cost $107.46 Unrealized +4.4%
BRSL BRIGHTSTAR LOTTERY PLC 0.0%
Value ($000) $5,839 (+7.3%) Shares 458,350 (+30.4%) Est. Cost $15.72 Unrealized -9.4%
PSX PHILLIPS 66 0.0%
Value ($000) $1,211 (+48.4%) Shares 6,649 (+5.1%) Est. Cost $134.65 Unrealized +9.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $3,054 (-11.3%) Shares 6,213 (+4.6%) Est. Cost $565.57 Unrealized +1.6%
CIEN CIENA CORP 0.0%
Value ($000) $907 (+74.4%) Shares 2,336 (+5.0%) Est. Cost $197.69 Unrealized +37.0%
BX BLACKSTONE INC 0.0%
Value ($000) $1,422 (-20.6%) Shares 12,368 (+6.5%) Est. Cost $150.82 Unrealized -6.6%
SLB SLB LIMITED 0.0%
Value ($000) $1,260 (+40.7%) Shares 24,527 (+5.1%) Est. Cost $36.65 Unrealized +31.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,598 (+29.1%) Shares 2,342 (+7.9%) Est. Cost $585.78 Unrealized +15.0%
STHO STAR HLDGS 0.0%
Value ($000) $4,659 (-7.0%) Shares 615,476 (+1.2%) Est. Cost $12.16 Unrealized -31.6%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $902 (-27.4%) Shares 5,981 (+5.6%) Est. Cost $241.44 Unrealized -19.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $4,251 (+8.3%) Shares 25,713 (+5.1%) Est. Cost $154.65 Unrealized +13.7%
KKR KKR & CO INC 0.0%
Value ($000) $1,018 (-23.8%) Shares 11,001 (+5.0%) Est. Cost $123.83 Unrealized -7.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2,041 (+18.2%) Shares 33,646 (+5.1%) Est. Cost $48.00 Unrealized +19.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,833 (+20.3%) Shares 27,778 (+5.1%) Est. Cost $59.54 Unrealized +5.9%
AON AON PLC 0.0%
Value ($000) $1,738 (+21.1%) Shares 5,384 (+32.4%) Est. Cost $345.96 Unrealized -2.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $2,274 (-11.6%) Shares 1,315 (+3.0%) Est. Cost $2099.48 Unrealized -1.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,545 (+23.4%) Shares 6,702 (+9.8%) Est. Cost $201.45 Unrealized +12.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,351 (-17.5%) Shares 6,651 (+4.4%) Est. Cost $263.82 Unrealized -8.7%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $803 (+55.2%) Shares 582 (+5.1%) Est. Cost $936.13 Unrealized +27.8%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $2,447 (+13.1%) Shares 33,202 (+16.0%) Est. Cost $72.16 Unrealized +8.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $704 (+66.1%) Shares 10,827 (+5.1%) Est. Cost $41.73 Unrealized +8.9%
WDAY WORKDAY INC 0.0%
Value ($000) $456 (-37.5%) Shares 3,512 (+3.4%) Est. Cost $225.44 Unrealized -23.4%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $2,944 (-8.5%) Shares 26,982 (+35.6%) Est. Cost $162.05 Unrealized -8.3%
CBK COMMERCIAL BANCGROUP INC 0.0%
Value ($000) $3,950 (+7.2%) Shares 151,792 (+1.2%) Est. Cost $24.56 Unrealized +4.8%
MBB ISHARES TR 0.1%
Value ($000) $19,543 (+1.4%) Shares 205,827 (+1.7%) Est. Cost $99.58 Unrealized
BA BOEING CO 0.0%
Value ($000) $3,843 (-6.2%) Shares 19,307 (+2.3%) Est. Cost $206.40 Unrealized +15.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $804 (+46.1%) Shares 2,846 (+5.1%) Est. Cost $187.63 Unrealized +21.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $4,137 (+6.4%) Shares 54,934 (+14.1%) Est. Cost $83.61 Unrealized -8.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,683 (+17.4%) Shares 12,852 (+5.1%) Est. Cost $121.54 Unrealized -0.5%
COHR COHERENT CORP 0.0%
Value ($000) $694 (+55.9%) Shares 2,913 (+20.8%) Est. Cost $160.55 Unrealized +32.9%
SO SOUTHERN CO 0.0%
Value ($000) $1,756 (+16.3%) Shares 18,190 (+5.1%) Est. Cost $90.83 Unrealized -1.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1,089 (+28.2%) Shares 32,491 (+5.1%) Est. Cost $27.04 Unrealized +10.0%
ROST ROSS STORES INC 0.0%
Value ($000) $1,142 (+26.4%) Shares 5,270 (+5.1%) Est. Cost $167.84 Unrealized +14.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $2,930 (+8.7%) Shares 18,344 (+4.6%) Est. Cost $147.98 Unrealized +4.2%
RC READY CAPITAL CORP 0.0%
Value ($000) $1,416 (-14.1%) Shares 874,300 (+15.6%) Est. Cost $2.10 Unrealized
DOW DOW HLDGS INC 0.0%
Value ($000) $483 (+87.2%) Shares 11,586 (+5.1%) Est. Cost $23.08 Unrealized +25.9%
NEM NEWMONT CORP 0.0%
Value ($000) $1,947 (+12.9%) Shares 17,989 (+4.2%) Est. Cost $91.31 Unrealized +29.4%
RBLX ROBLOX CORP 0.0%
Value ($000) $587 (-26.6%) Shares 10,374 (+5.1%) Est. Cost $104.51 Unrealized -31.3%
CME CME GROUP INC 0.0%
Value ($000) $1,756 (+13.7%) Shares 5,947 (+5.1%) Est. Cost $271.64 Unrealized +6.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $928 (+29.2%) Shares 10,265 (+5.1%) Est. Cost $70.85 Unrealized +10.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $818 (+34.3%) Shares 4,986 (+3.0%) Est. Cost $140.12 Unrealized -15.1%
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value ($000) $1,067 (+23.5%) Shares 3,674 (+5.1%) Est. Cost $252.60 Unrealized +7.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,064 (+23.5%) Shares 3,082 (+5.1%) Est. Cost $291.08 Unrealized +17.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $693 (+41.3%) Shares 14,908 (+42.4%) Est. Cost $45.92 Unrealized +11.7%
MDB MONGODB INC 0.0%
Value ($000) $318 (-38.8%) Shares 1,298 (+5.0%) Est. Cost $364.42 Unrealized +3.2%
CVNA CARVANA CO 0.0%
Value ($000) $718 (-21.7%) Shares 2,283 (+5.1%) Est. Cost $373.50 Unrealized +9.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $689 (+40.2%) Shares 8,602 (+38.6%) Est. Cost $82.14 Unrealized +10.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,498 (+8.3%) Shares 27,886 (+1.8%) Est. Cost $85.22 Unrealized +9.9%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $1,119 (+20.4%) Shares 4,798 (+14.9%) Est. Cost $239.65 Unrealized +4.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $447 (+73.7%) Shares 942 (+5.1%) Est. Cost $308.36 Unrealized +21.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $326 (-36.3%) Shares 20,509 (+5.1%) Est. Cost $27.64 Unrealized -15.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1,116 (+19.5%) Shares 8,517 (+5.1%) Est. Cost $117.84 Unrealized +2.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $827 (+26.8%) Shares 756 (+5.1%) Est. Cost $967.78 Unrealized +14.1%
UMC UNITED MICROELECTRONICS CORP 0.0%
Value ($000) $746 (+29.3%) Shares 83,033 (+13.2%) Est. Cost $8.45 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2,969 (-5.1%) Shares 544,697 (+21.9%) Est. Cost $8.16 Unrealized -29.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $539 (+41.2%) Shares 13,836 (+2.4%) Est. Cost $26.46 Unrealized +26.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $266 (-37.0%) Shares 6,583 (+5.1%) Est. Cost $70.16 Unrealized -18.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $603 (+34.4%) Shares 3,049 (+2.1%) Est. Cost $147.32 Unrealized +8.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $651 (-18.9%) Shares 3,731 (+5.1%) Est. Cost $293.28 Unrealized -31.6%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $599 (+33.1%) Shares 1,520 (+6.3%) Est. Cost $303.45 Unrealized +15.1%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $3,007 (+5.1%) Shares 15,168 (+20.7%) Est. Cost $211.37 Unrealized -2.2%
NKE NIKE INC 0.0%
Value ($000) $985 (-12.9%) Shares 18,643 (+5.1%) Est. Cost $64.86 Unrealized -1.4%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $407 (-25.8%) Shares 8,686 (+5.1%) Est. Cost $65.19 Unrealized -13.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $590 (+30.9%) Shares 3,022 (+5.1%) Est. Cost $145.11 Unrealized +26.2%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $491 (+39.2%) Shares 9,754 (+1.3%) Est. Cost $34.80 Unrealized +15.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $1,235 (+12.5%) Shares 21,423 (+5.1%) Est. Cost $57.11 Unrealized +1.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $545 (+32.9%) Shares 7,495 (+5.1%) Est. Cost $59.78 Unrealized +9.8%
HD HOME DEPOT INC 0.0%
Value ($000) $5,519 (-2.4%) Shares 16,781 (+2.1%) Est. Cost $364.85 Unrealized +3.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $2,457 (-5.1%) Shares 34,160 (+7.8%) Est. Cost $89.23 Unrealized -11.8%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $531 (-19.8%) Shares 1,250 (+7.2%) Est. Cost $614.22 Unrealized -14.2%
BLK BLACKROCK INC 0.0%
Value ($000) $2,210 (-5.6%) Shares 2,298 (+5.1%) Est. Cost $1089.79 Unrealized +0.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $747 (-14.9%) Shares 4,748 (+5.1%) Est. Cost $188.50 Unrealized -11.0%
WAT WATERS CORP 0.0%
Value ($000) $483 (+36.7%) Shares 1,622 (+74.4%) Est. Cost $367.59 Unrealized -0.1%
EQT EQT CORP 0.0%
Value ($000) $651 (+24.8%) Shares 10,237 (+5.1%) Est. Cost $56.09 Unrealized -1.4%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,296 (+11.0%) Shares 34,829 (+38.6%) Est. Cost $55.63 Unrealized -18.3%
MCO MOODYS CORP 0.0%
Value ($000) $1,119 (-10.3%) Shares 2,565 (+5.1%) Est. Cost $487.45 Unrealized +0.4%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $440 (+40.3%) Shares 12,521 (+5.1%) Est. Cost $25.26 Unrealized +12.2%
EXC EXELON CORP 0.0%
Value ($000) $818 (+18.2%) Shares 16,693 (+5.1%) Est. Cost $45.44 Unrealized -0.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $911 (-12.1%) Shares 4,206 (+5.1%) Est. Cost $263.07 Unrealized -8.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,245 (+11.0%) Shares 4,783 (+5.1%) Est. Cost $248.81 Unrealized +9.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $475 (-20.5%) Shares 2,786 (+5.1%) Est. Cost $217.22 Unrealized -3.3%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $437 (+38.4%) Shares 601 (+5.1%) Est. Cost $553.55 Unrealized +14.0%
WIT WIPRO LTD 0.0%
Value ($000) $658 (-15.5%) Shares 310,363 (+13.2%) Est. Cost $4.57 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $229 (-34.5%) Shares 1,633 (+5.1%) Est. Cost $277.95 Unrealized -30.4%
CMI CUMMINS INC 0.0%
Value ($000) $1,223 (+10.8%) Shares 2,273 (+5.1%) Est. Cost $471.61 Unrealized +22.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1,793 (+7.0%) Shares 2,003 (+5.1%) Est. Cost $824.55 Unrealized +16.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1,194 (+10.8%) Shares 3,652 (+5.1%) Est. Cost $287.52 Unrealized +15.1%
EME EMCOR GROUP INC 0.0%
Value ($000) $543 (+26.9%) Shares 735 (+5.2%) Est. Cost $651.38 Unrealized +11.6%
HUBS HUBSPOT INC 0.0%
Value ($000) $201 (-36.1%) Shares 823 (+5.0%) Est. Cost $408.43 Unrealized -28.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $288 (-28.0%) Shares 4,016 (+5.1%) Est. Cost $97.54 Unrealized +14.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,253 (-8.2%) Shares 3,160 (+8.8%) Est. Cost $446.44 Unrealized +5.7%
O REALTY INCOME CORP 0.0%
Value ($000) $901 (+14.0%) Shares 14,724 (+5.1%) Est. Cost $57.35 Unrealized -0.1%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $203 (-35.3%) Shares 4,421 (+5.1%) Est. Cost $71.62 Unrealized -9.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $522 (-17.2%) Shares 8,511 (+12.1%) Est. Cost $74.88 Unrealized +2.5%
IAU ISHARES GOLD TR 0.0%
Value ($000) $722 (+17.2%) Shares 8,195 (+7.9%) Est. Cost $81.68 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $620 (+20.2%) Shares 2,673 (+5.1%) Est. Cost $216.59 Unrealized -1.0%
EIX EDISON INTL 0.0%
Value ($000) $464 (+28.1%) Shares 6,343 (+5.1%) Est. Cost $57.68 Unrealized +12.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $695 (-12.6%) Shares 2,102 (+5.1%) Est. Cost $438.23 Unrealized -19.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $2,302 (+4.4%) Shares 13,271 (+11.7%) Est. Cost $185.90 Unrealized -2.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,388 (+7.5%) Shares 6,672 (+7.8%) Est. Cost $195.12 Unrealized +15.3%
GWW WW GRAINGER INC 0.0%
Value ($000) $805 (+13.6%) Shares 738 (+5.1%) Est. Cost $975.05 Unrealized +12.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $315 (-23.4%) Shares 1,938 (+5.2%) Est. Cost $225.85 Unrealized -12.5%
PCAR PACCAR INC 0.0%
Value ($000) $982 (+10.8%) Shares 8,502 (+5.1%) Est. Cost $102.27 Unrealized +20.3%
CPNG COUPANG INC 0.0%
Value ($000) $486 (-16.5%) Shares 25,730 (+4.4%) Est. Cost $28.09 Unrealized -29.3%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,056 (+10.0%) Shares 5,119 (+5.1%) Est. Cost $210.12 Unrealized -13.2%
GFL GFL ENVIRONMENTAL INC 0.0%
Value ($000) $461 (+25.4%) Shares 11,061 (+29.1%) Est. Cost $44.27 Unrealized -3.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $512 (+22.3%) Shares 32,735 (+35.6%) Est. Cost $16.71 Unrealized +7.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,378 (+7.1%) Shares 4,014 (+5.1%) Est. Cost $341.52 Unrealized +3.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $435 (-17.3%) Shares 2,475 (+5.1%) Est. Cost $262.37 Unrealized -22.3%
FISV FISERV INC 0.0%
Value ($000) $498 (-15.4%) Shares 8,926 (+1.8%) Est. Cost $121.45 Unrealized -47.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $777 (+13.0%) Shares 9,782 (+5.1%) Est. Cost $78.24 Unrealized -1.4%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $414 (+26.9%) Shares 608 (+2.7%) Est. Cost $560.09 Unrealized +16.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $504 (+20.7%) Shares 2,730 (+9.5%) Est. Cost $172.23 Unrealized -0.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $871 (+10.9%) Shares 14,092 (+5.1%) Est. Cost $59.85 Unrealized +3.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $259 (-24.8%) Shares 1,692 (+2.1%) Est. Cost $181.31 Unrealized +4.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $389 (+27.9%) Shares 656 (+5.1%) Est. Cost $466.41 Unrealized +3.0%
CRDO PGIM ROCK ETF TR 0.0%
Value ($000) $251 (-25.2%) Shares 2,673 (+14.7%) Est. Cost $150.90 Unrealized -13.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $391 (-17.3%) Shares 5,742 (+1.4%) Est. Cost $76.31 Unrealized -0.1%
DTE DTE ENERGY CO 0.0%
Value ($000) $498 (+19.1%) Shares 3,407 (+5.1%) Est. Cost $134.90 Unrealized +1.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $601 (+15.4%) Shares 5,191 (+5.1%) Est. Cost $110.25 Unrealized -0.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $732 (+12.0%) Shares 13,007 (+5.1%) Est. Cost $55.73 Unrealized +7.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $493 (-13.7%) Shares 5,352 (+5.1%) Est. Cost $115.84 Unrealized -12.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $500 (-13.5%) Shares 5,428 (+5.1%) Est. Cost $101.56 Unrealized +10.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,501 (-4.9%) Shares 20,897 (+5.1%) Est. Cost $78.64 Unrealized -0.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,268 (+6.5%) Shares 2,679 (+5.1%) Est. Cost $465.38 Unrealized +7.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $445 (-14.4%) Shares 1,929 (+5.1%) Est. Cost $247.20 Unrealized +2.5%
TRU TRANSUNION 0.0%
Value ($000) $348 (-17.3%) Shares 5,026 (+2.5%) Est. Cost $82.03 Unrealized -3.8%
INFY INFOSYS LTD 0.0%
Value ($000) $437 (-14.2%) Shares 32,331 (+13.2%) Est. Cost $17.73 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $465 (+18.3%) Shares 10,782 (+5.1%) Est. Cost $38.91 Unrealized +2.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $695 (-9.1%) Shares 21,712 (+5.1%) Est. Cost $36.30 Unrealized +6.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $432 (+18.9%) Shares 8,530 (+5.1%) Est. Cost $45.79 Unrealized +2.8%
AEE AMEREN CORP 0.0%
Value ($000) $490 (+15.7%) Shares 4,458 (+5.1%) Est. Cost $102.11 Unrealized +2.5%
CTAS CINTAS CORP 0.0%
Value ($000) $961 (-6.3%) Shares 5,680 (+4.2%) Est. Cost $188.35 Unrealized +2.6%
FTNT FORTINET INC 0.0%
Value ($000) $850 (+8.1%) Shares 10,405 (+5.1%) Est. Cost $82.79 Unrealized -3.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $1,871 (+3.5%) Shares 4,191 (+5.1%) Est. Cost $432.80 Unrealized +8.0%
MMM 3M CO 0.0%
Value ($000) $1,279 (-4.7%) Shares 8,807 (+5.1%) Est. Cost $163.21 Unrealized +0.5%
LOW LOWES COS INC 0.0%
Value ($000) $2,188 (+2.9%) Shares 9,260 (+5.1%) Est. Cost $241.36 Unrealized +12.5%
NTRA NATERA INC 0.0%
Value ($000) $631 (-8.8%) Shares 3,156 (+4.5%) Est. Cost $209.33 Unrealized +7.9%
VTR VENTAS INC 0.0%
Value ($000) $605 (+11.1%) Shares 7,395 (+5.1%) Est. Cost $75.09 Unrealized +3.0%
HUBB HUBBELL INC 0.0%
Value ($000) $434 (+16.0%) Shares 884 (+5.0%) Est. Cost $439.98 Unrealized +12.6%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $210 (-22.2%) Shares 4,155 (+5.1%) Est. Cost $65.95 Unrealized +1.1%
BXP BXP INC 0.0%
Value ($000) $267 (-18.1%) Shares 5,151 (+6.5%) Est. Cost $70.22 Unrealized -3.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $430 (+15.5%) Shares 6,203 (+12.3%) Est. Cost $69.61 Unrealized +0.7%
PPL PPL CORP 0.0%
Value ($000) $446 (+14.6%) Shares 11,665 (+5.1%) Est. Cost $35.85 Unrealized +1.1%
CPRT COPART INC 0.0%
Value ($000) $461 (-10.9%) Shares 13,893 (+5.1%) Est. Cost $41.35 Unrealized -5.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $565 (-9.1%) Shares 5,780 (+5.1%) Est. Cost $106.55 Unrealized +0.8%
ECL ECOLAB INC 0.0%
Value ($000) $1,105 (+5.3%) Shares 4,154 (+3.9%) Est. Cost $266.49 Unrealized +7.4%
SSNC SS&C TECH HLDGS 0.0%
Value ($000) $241 (-18.8%) Shares 3,561 (+5.1%) Est. Cost $85.02 Unrealized -5.9%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $667 (-7.6%) Shares 8,864 (+5.0%) Est. Cost $79.52 Unrealized -4.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $382 (+16.6%) Shares 4,928 (+5.1%) Est. Cost $72.48 Unrealized -0.4%
EFX EQUIFAX INC 0.0%
Value ($000) $366 (-12.8%) Shares 2,035 (+5.1%) Est. Cost $217.98 Unrealized -6.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $440 (-10.9%) Shares 2,320 (+5.1%) Est. Cost $224.25 Unrealized -9.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $721 (+8.0%) Shares 4,635 (+5.1%) Est. Cost $148.13 Unrealized +6.2%
NUE NUCOR CORP 0.0%
Value ($000) $638 (+9.0%) Shares 3,773 (+5.1%) Est. Cost $151.17 Unrealized +18.1%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $337 (+18.4%) Shares 1,036 (+5.1%) Est. Cost $272.87 Unrealized +11.5%
DOV DOVER CORP 0.0%
Value ($000) $473 (+12.2%) Shares 2,270 (+5.0%) Est. Cost $183.41 Unrealized +17.0%
EVRG EVERGY INC 0.0%
Value ($000) $311 (+18.8%) Shares 3,795 (+5.1%) Est. Cost $75.54 Unrealized +2.3%
BRO BROWN & BROWN INC 0.0%
Value ($000) $300 (-14.0%) Shares 4,596 (+5.1%) Est. Cost $82.92 Unrealized -10.5%
TOST TOAST INC 0.0%
Value ($000) $229 (-17.3%) Shares 8,631 (+10.8%) Est. Cost $35.56 Unrealized -12.8%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $1,013 (-4.5%) Shares 4,847 (+4.0%) Est. Cost $231.22 Unrealized -0.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $4,196 (+1.1%) Shares 4,960 (+5.1%) Est. Cost $819.12 Unrealized +13.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $495 (-8.7%) Shares 6,428 (+3.5%) Est. Cost $89.26 Unrealized +0.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $523 (-8.2%) Shares 6,156 (+5.1%) Est. Cost $89.83 Unrealized +2.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,220 (+3.7%) Shares 9,315 (+5.1%) Est. Cost $133.15 Unrealized +11.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $765 (-5.4%) Shares 1,050 (+5.1%) Est. Cost $867.84 Unrealized +1.7%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $406 (+11.6%) Shares 2,255 (+5.1%) Est. Cost $159.61 Unrealized +15.4%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $277 (-13.0%) Shares 5,132 (+5.1%) Est. Cost $61.06 Unrealized -4.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $1,157 (+3.7%) Shares 4,339 (+7.0%) Est. Cost $279.33 Unrealized +0.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1,149 (+3.6%) Shares 4,177 (+5.1%) Est. Cost $282.89 Unrealized +9.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,215 (+3.4%) Shares 4,232 (+4.0%) Est. Cost $288.99 Unrealized +3.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1,212 (+3.3%) Shares 3,782 (+4.4%) Est. Cost $335.02 Unrealized +6.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $369 (+11.8%) Shares 1,384 (+5.1%) Est. Cost $265.43 Unrealized +2.1%
TFC TRUIST FINL CORP 0.0%
Value ($000) $959 (-3.9%) Shares 20,855 (+2.9%) Est. Cost $45.95 Unrealized +11.3%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $788 (-4.7%) Shares 4,002 (+5.1%) Est. Cost $214.68 Unrealized +9.2%
MTB M & T BK CORP 0.0%
Value ($000) $525 (+7.8%) Shares 2,539 (+5.0%) Est. Cost $191.58 Unrealized +15.4%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $666 (+5.9%) Shares 8,232 (+5.1%) Est. Cost $81.10 Unrealized +0.5%
TSN TYSON FOODS INC 0.0%
Value ($000) $288 (+14.9%) Shares 4,495 (+5.1%) Est. Cost $54.99 Unrealized +13.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $367 (+11.3%) Shares 2,448 (+2.3%) Est. Cost $137.28 Unrealized +13.6%
AFL AFLAC INC 0.0%
Value ($000) $855 (+4.5%) Shares 7,791 (+5.1%) Est. Cost $109.91 Unrealized +1.2%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $269 (-12.1%) Shares 1,273 (+5.1%) Est. Cost $247.57 Unrealized +4.8%
BIIB BIOGEN INC 0.0%
Value ($000) $429 (+9.4%) Shares 2,338 (+5.0%) Est. Cost $164.33 Unrealized +11.5%
TRMB TRIMBLE INC 0.0%
Value ($000) $257 (-12.5%) Shares 3,941 (+5.1%) Est. Cost $79.27 Unrealized -10.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $261 (-12.0%) Shares 3,885 (+1.2%) Est. Cost $80.23 Unrealized -6.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $306 (+13.1%) Shares 4,221 (+5.1%) Est. Cost $64.87 Unrealized +14.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $1,963 (-1.8%) Shares 5,975 (+5.1%) Est. Cost $363.52 Unrealized +0.3%
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $269 (+14.5%) Shares 1,269 (+5.0%) Est. Cost $173.55 Unrealized +23.3%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $441 (-7.1%) Shares 1,518 (+5.1%) Est. Cost $325.92 Unrealized -3.4%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $311 (-9.4%) Shares 1,999 (+5.1%) Est. Cost $188.96 Unrealized -1.5%
STE STERIS PLC 0.0%
Value ($000) $348 (-8.3%) Shares 1,573 (+5.1%) Est. Cost $251.34 Unrealized +1.6%
USB US BANCORP 0.0%
Value ($000) $1,336 (+2.4%) Shares 25,695 (+5.1%) Est. Cost $49.11 Unrealized +15.3%
HPQ HP INC 0.0%
Value ($000) $299 (-9.4%) Shares 15,562 (+5.1%) Est. Cost $24.99 Unrealized -20.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $439 (+7.3%) Shares 3,143 (+5.0%) Est. Cost $131.52 Unrealized +11.7%
SNA SNAP ON INC 0.0%
Value ($000) $305 (+10.7%) Shares 841 (+5.0%) Est. Cost $341.94 Unrealized +8.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $490 (-5.6%) Shares 18,936 (+11.4%) Est. Cost $28.20 Unrealized +10.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $1,767 (-1.6%) Shares 61,542 (+2.5%) Est. Cost $32.01 Unrealized -6.8%
DG DOLLAR GEN CORP 0.0%
Value ($000) $431 (-6.0%) Shares 3,626 (+5.1%) Est. Cost $113.27 Unrealized +30.4%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $323 (-7.5%) Shares 3,583 (+5.1%) Est. Cost $102.14 Unrealized -0.9%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $340 (+8.3%) Shares 8,537 (+5.1%) Est. Cost $38.41 Unrealized +14.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $242 (-9.6%) Shares 2,293 (+5.1%) Est. Cost $128.92 Unrealized +3.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $14,576 (+0.2%) Shares 30,417 (+5.1%) Est. Cost $497.34 Unrealized -0.8%
VLTO VERALTO CORP 0.0%
Value ($000) $346 (-6.9%) Shares 3,910 (+5.1%) Est. Cost $100.84 Unrealized -3.3%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $322 (+8.6%) Shares 1,491 (+5.0%) Est. Cost $224.42 Unrealized -4.8%
RS RELIANCE INC 0.0%
Value ($000) $264 (+10.6%) Shares 869 (+5.1%) Est. Cost $283.19 Unrealized +15.4%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $443 (+5.8%) Shares 3,382 (+5.1%) Est. Cost $134.81 Unrealized -2.8%
WPC WP CAREY INC 0.0%
Value ($000) $244 (+11.0%) Shares 3,591 (+5.1%) Est. Cost $64.53 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $225 (+12.0%) Shares 1,187 (+5.1%) Est. Cost $172.18 Unrealized +15.6%
PSTG EVERPURE INC 0.0%
Value ($000) $300 (-7.4%) Shares 5,075 (+5.1%) Est. Cost $82.93 Unrealized -14.4%
KVUE KENVUE INC 0.0%
Value ($000) $494 (+5.0%) Shares 28,656 (+5.1%) Est. Cost $16.33 Unrealized +8.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $313 (+8.1%) Shares 1,473 (+5.1%) Est. Cost $203.51 Unrealized +11.2%
TWLO TWILIO INC 0.0%
Value ($000) $303 (-7.0%) Shares 2,412 (+5.1%) Est. Cost $123.77 Unrealized -1.5%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $409 (-5.3%) Shares 2,827 (+5.1%) Est. Cost $161.15 Unrealized +2.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $333 (+7.3%) Shares 3,701 (+5.1%) Est. Cost $84.29 Unrealized +9.9%
VRSN VERISIGN INC 0.0%
Value ($000) $327 (+7.4%) Shares 1,318 (+5.0%) Est. Cost $250.07 Unrealized -5.8%
MSCI MSCI INC 0.0%
Value ($000) $633 (-3.4%) Shares 1,175 (+2.8%) Est. Cost $560.24 Unrealized +1.6%
VBNK VERSABANK NEW 0.1%
Value ($000) $10,079 (-0.2%) Shares 711,277 (+5.5%) Est. Cost $12.99 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $280 (+8.4%) Shares 11,443 (+5.1%) Est. Cost $23.03 Unrealized +3.3%
COO COOPER COS INC 0.0%
Value ($000) $234 (-8.3%) Shares 3,272 (+5.1%) Est. Cost $75.21 Unrealized +9.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $671 (-3.0%) Shares 1,870 (+5.1%) Est. Cost $376.92 Unrealized +8.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $369 (-5.3%) Shares 2,261 (+5.1%) Est. Cost $179.81 Unrealized +0.4%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $424 (+5.1%) Shares 7,077 (+2.4%) Est. Cost $53.81 Unrealized +17.3%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $629 (-3.2%) Shares 5,012 (+13.1%) Est. Cost $144.13 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $517 (+4.2%) Shares 21,721 (+5.1%) Est. Cost $23.37 Unrealized -5.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $378 (+5.4%) Shares 3,217 (+5.1%) Est. Cost $122.88 Unrealized +6.9%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $381 (-4.8%) Shares 8,413 (+5.1%) Est. Cost $53.67 Unrealized -1.7%
L LOEWS CORP 0.0%
Value ($000) $308 (+6.5%) Shares 2,890 (+5.1%) Est. Cost $103.37 Unrealized +3.0%
CDW CDW CORP 0.0%
Value ($000) $263 (-6.6%) Shares 2,177 (+5.1%) Est. Cost $146.20 Unrealized -11.1%
ROL ROLLINS INC 0.0%
Value ($000) $260 (-6.5%) Shares 4,866 (+5.1%) Est. Cost $58.82 Unrealized +5.1%
STT STATE STR CORP 0.0%
Value ($000) $583 (+3.1%) Shares 4,609 (+5.1%) Est. Cost $119.51 Unrealized +9.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $280 (+6.6%) Shares 3,703 (+5.1%) Est. Cost $73.16 Unrealized +2.5%
DXCM DEXCOM INC 0.0%
Value ($000) $457 (-3.5%) Shares 7,280 (+1.9%) Est. Cost $92.07 Unrealized -23.0%
NVR NVR INC 0.0%
Value ($000) $290 (-5.3%) Shares 44 (+4.8%) Est. Cost $7483.05 Unrealized +1.9%
XYZ BLOCK INC 0.0%
Value ($000) $544 (-2.9%) Shares 9,047 (+5.1%) Est. Cost $68.56 Unrealized -12.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $298 (+5.7%) Shares 3,292 (+5.1%) Est. Cost $94.43 Unrealized -2.9%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $307 (-4.8%) Shares 8,607 (+5.1%) Est. Cost $40.99 Unrealized +6.8%
SUI SUN CMNTYS INC 0.0%
Value ($000) $230 (+6.9%) Shares 1,825 (+5.1%) Est. Cost $124.01 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $229 (-6.0%) Shares 9,219 (+5.1%) Est. Cost $27.65 Unrealized +0.3%
FTV FORTIVE CORP 0.0%
Value ($000) $290 (+5.2%) Shares 5,247 (+5.1%) Est. Cost $52.07 Unrealized +7.9%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $377 (+4.0%) Shares 2,065 (+1.8%) Est. Cost $187.61 Unrealized +10.8%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $298 (-4.2%) Shares 1,188 (+5.1%) Est. Cost $272.38 Unrealized -7.5%
RMD RESMED INC 0.0%
Value ($000) $545 (-2.0%) Shares 2,430 (+5.1%) Est. Cost $255.46 Unrealized +0.2%
VICI VICI PPTYS INC 0.0%
Value ($000) $476 (+2.1%) Shares 17,431 (+5.1%) Est. Cost $29.25 Unrealized -3.8%
SYY SYSCO CORP 0.0%
Value ($000) $563 (+1.7%) Shares 7,896 (+5.1%) Est. Cost $75.83 Unrealized +8.5%
DHI D R HORTON INC 0.0%
Value ($000) $590 (-1.5%) Shares 4,297 (+3.4%) Est. Cost $152.14 Unrealized +2.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $375 (+2.4%) Shares 14,339 (+6.3%) Est. Cost $25.59 Unrealized +13.3%
INSM INSMED INC 0.0%
Value ($000) $564 (-1.3%) Shares 3,452 (+5.1%) Est. Cost $181.35 Unrealized -12.3%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $235 (+3.1%) Shares 5,064 (+8.7%) Est. Cost $57.29 Unrealized -14.5%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $245 (-2.8%) Shares 1,014 (+5.1%) Est. Cost $256.30 Unrealized +0.2%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $319 (-2.1%) Shares 3,963 (+5.1%) Est. Cost $84.36 Unrealized +4.4%
KEY KEYCORP 0.0%
Value ($000) $312 (+2.1%) Shares 15,568 (+5.1%) Est. Cost $18.64 Unrealized +16.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $820 (-0.7%) Shares 11,321 (+5.1%) Est. Cost $72.08 Unrealized +11.9%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $403 (+1.2%) Shares 2,561 (+5.1%) Est. Cost $161.30 Unrealized +1.0%
MSTR STRATEGY INC 0.0%
Value ($000) $645 (+0.8%) Shares 5,168 (+22.7%) Est. Cost $214.79 Unrealized -31.7%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $716 (+0.7%) Shares 10,765 (+5.1%) Est. Cost $62.81 Unrealized +11.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $311 (-1.2%) Shares 2,522 (+5.1%) Est. Cost $118.27 Unrealized +14.5%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $316 (+1.0%) Shares 2,205 (+5.1%) Est. Cost $136.66 Unrealized +14.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $616 (+0.5%) Shares 4,556 (+2.4%) Est. Cost $131.70 Unrealized +3.8%
EG EVEREST GROUP LTD 0.0%
Value ($000) $230 (+1.2%) Shares 704 (+5.1%) Est. Cost $330.29 Unrealized +0.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $531 (+0.5%) Shares 5,503 (+5.1%) Est. Cost $108.15 Unrealized -4.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $5,620 (+0.0%) Shares 27,624 (+5.3%) Est. Cost $224.45 Unrealized -1.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $486 (-0.4%) Shares 8,218 (+6.2%) Est. Cost $60.75 Unrealized +2.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1,029 (+0.1%) Shares 37,470 (+5.1%) Est. Cost $23.61 Unrealized +19.6%
LII LENNOX INTL INC 0.0%
Value ($000) $251 (+0.4%) Shares 540 (+5.1%) Est. Cost $500.92 Unrealized +5.2%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $224 (-0.3%) Shares 1,299 (+5.0%) Est. Cost $173.11 Unrealized +9.2%
INCY INCYTE CORP 0.0%
Value ($000) $251 (+0.1%) Shares 2,672 (+5.1%) Est. Cost $97.06 Unrealized +6.2%
MAS MASCO CORP 0.0%
Value ($000) $210 (-0.0%) Shares 3,485 (+5.1%) Est. Cost $65.04 Unrealized +8.6%

Exited Positions (37)

CYBERARK SOFTWARE LTD 0.3%
Value ($000) $45,955 Shares 103,024 Est. Cost $184.79 Unrealized
TLN TALEN ENERGY CORP 0.3%
Value ($000) $45,065 Shares 120,225 Est. Cost $388.68 Unrealized -5.3%
GLDD GREAT LAKES DREDGE & DOCK CO 0.2%
Value ($000) $24,590 Shares 1,874,234 Est. Cost $9.69 Unrealized +57.9%
FRONTIER COMMUNICATIONS PARE 0.1%
Value ($000) $19,457 Shares 511,095 Est. Cost $24.25 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value ($000) $3,163 Shares 105,091 Est. Cost $32.87 Unrealized
OMCC OLD MKT CAP CORP 0.0%
Value ($000) $3,010 Shares 600,704 Est. Cost $6.64 Unrealized -42.0%
MTW MANITOWOC CO INC 0.0%
Value ($000) $2,373 Shares 197,880 Est. Cost $11.90 Unrealized +16.4%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2,123 Shares 17,435 Est. Cost $121.75 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,785 Shares 3,659 Est. Cost $487.86 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $1,171 Shares 70,993 Est. Cost $5.42 Unrealized
RH RH 0.0%
Value ($000) $917 Shares 5,121 Est. Cost $171.01 Unrealized +21.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $698 Shares 21,772 Est. Cost $25.43 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $553 Shares 4,455 Est. Cost $129.40 Unrealized -22.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $547 Shares 14,420 Est. Cost $63.95 Unrealized -51.2%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $539 Shares 5,841 Est. Cost $92.30 Unrealized
FFIV F5 INC 0.0%
Value ($000) $515 Shares 2,017 Est. Cost $269.03 Unrealized +1.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $430 Shares 2,249 Est. Cost $190.99 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $425 Shares 2,620 Est. Cost $156.92 Unrealized -27.8%
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $369 Shares 9,821 Est. Cost $37.61 Unrealized
IT GARTNER INC 0.0%
Value ($000) $302 Shares 1,197 Est. Cost $240.69 Unrealized -17.7%
AMCOR PLC 0.0%
Value ($000) $299 Shares 35,898 Est. Cost $8.25 Unrealized +1.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $264 Shares 7,663 Est. Cost $32.89 Unrealized -12.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $263 Shares 1,310 Est. Cost $221.19 Unrealized -32.1%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $259 Shares 1,823 Est. Cost $144.87 Unrealized -7.3%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $243 Shares 8,301 Est. Cost $37.94 Unrealized -18.0%
GEN GEN DIGITAL INC 0.0%
Value ($000) $243 Shares 8,932 Est. Cost $26.85 Unrealized -9.1%
PINS PINTEREST INC 0.0%
Value ($000) $242 Shares 9,366 Est. Cost $28.79 Unrealized -22.8%
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $238 Shares 9,207 Est. Cost $25.82 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $225 Shares 2,607 Est. Cost $87.27 Unrealized -1.2%
DOCU DOCUSIGN INC 0.0%
Value ($000) $219 Shares 3,195 Est. Cost $69.15 Unrealized -22.7%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $217 Shares 2,120 Est. Cost $89.46 Unrealized +20.1%
MCBS METROCITY BANKSHARES INC 0.0%
Value ($000) $210 Shares 7,928 Est. Cost $26.37 Unrealized +6.2%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $208 Shares 499 Est. Cost $415.46 Unrealized -3.5%
NTNX NUTANIX INC 0.0%
Value ($000) $208 Shares 4,020 Est. Cost $61.10 Unrealized -28.5%
DT DYNATRACE INC 0.0%
Value ($000) $203 Shares 4,678 Est. Cost $46.61 Unrealized -17.6%
CG CARLYLE GROUP INC 0.0%
Value ($000) $200 Shares 3,390 Est. Cost $56.28 Unrealized +4.8%
TRTX TPG RE FIN TR INC 0.0%
Value ($000) $198 Shares 22,951 Est. Cost $8.61 Unrealized

Decreased Positions (145)

MSFT MICROSOFT CORP 4.2%
Value ($000) $553,586 (-28.5%) Shares 1,495,489 (-6.6%) Est. Cost $278.57 Unrealized +56.0%
CRM SALESFORCE INC 0.0%
Value ($000) $3,009 (-98.0%) Shares 16,121 (-97.2%) Est. Cost $179.84 Unrealized +20.0%
NOW SERVICENOW INC 1.0%
Value ($000) $134,985 (-50.3%) Shares 1,291,101 (-27.2%) Est. Cost $141.51 Unrealized -14.4%
NVDA NVIDIA CORPORATION 7.7%
Value ($000) $1,025,692 (-11.6%) Shares 5,881,259 (-5.5%) Est. Cost $92.31 Unrealized +102.2%
META META PLATFORMS INC 2.4%
Value ($000) $316,690 (-24.5%) Shares 553,528 (-12.9%) Est. Cost $423.04 Unrealized +55.0%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $18,673 (-83.5%) Shares 167,590 (-78.5%) Est. Cost $108.38 Unrealized +23.1%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2,540 (-97.3%) Shares 7,419 (-96.5%) Est. Cost $587.07 Unrealized -34.4%
AVGO BROADCOM INC 3.7%
Value ($000) $497,795 (-11.7%) Shares 1,608,331 (-1.2%) Est. Cost $191.83 Unrealized +74.2%
MS MORGAN STANLEY 0.3%
Value ($000) $38,229 (-60.7%) Shares 232,297 (-57.6%) Est. Cost $75.63 Unrealized +137.6%
GOOG ALPHABET INC 3.5%
Value ($000) $460,279 (-11.2%) Shares 1,604,543 (-2.9%) Est. Cost $112.90 Unrealized +186.7%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $98,788 (-35.0%) Shares 232,256 (-20.1%) Est. Cost $317.35 Unrealized +52.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $2,922 (-94.6%) Shares 41,050 (-93.8%) Est. Cost $77.34 Unrealized +6.3%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $22,170 (-68.1%) Shares 202,450 (-64.2%) Est. Cost $105.57 Unrealized +21.6%
XYL XYLEM INC 0.3%
Value ($000) $43,762 (-49.1%) Shares 366,213 (-42.0%) Est. Cost $132.31 Unrealized +3.1%
V VISA INC 1.4%
Value ($000) $189,315 (-17.8%) Shares 626,371 (-4.7%) Est. Cost $100.86 Unrealized +226.4%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $106,819 (-26.8%) Shares 273,608 (-12.2%) Est. Cost $166.57 Unrealized +158.8%
SHOP SHOPIFY INC 0.7%
Value ($000) $96,242 (-28.7%) Shares 811,347 (-3.2%) Est. Cost $65.44 Unrealized +108.5%
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $167,387 (-17.1%) Shares 335,002 (-5.3%) Est. Cost $191.00 Unrealized +182.2%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $118,072 (-22.6%) Shares 487,115 (-5.4%) Est. Cost $143.57 Unrealized +97.8%
TSLA TESLA INC 0.5%
Value ($000) $70,307 (-31.7%) Shares 189,124 (-17.4%) Est. Cost $321.85 Unrealized +32.4%
LITE LUMENTUM HLDGS INC 0.7%
Value ($000) $93,592 (-25.6%) Shares 133,178 (-61.0%) Est. Cost $78.51 Unrealized +495.0%
ASML ASML HLDG NV 1.5%
Value ($000) $199,684 (+15.2%) Shares 151,180 (-6.7%) Est. Cost $559.92 Unrealized
GE GE AEROSPACE 1.9%
Value ($000) $253,099 (-9.4%) Shares 891,914 (-1.6%) Est. Cost $183.12 Unrealized +73.8%
VRT VERTIV HOLDINGS CO 1.0%
Value ($000) $135,297 (+23.6%) Shares 539,937 (-20.1%) Est. Cost $123.90 Unrealized +61.3%
VST VISTRA CORP 0.1%
Value ($000) $18,435 (-57.2%) Shares 122,631 (-54.1%) Est. Cost $181.92 Unrealized -10.3%
NTAP NETAPP INC 0.3%
Value ($000) $35,944 (-40.2%) Shares 351,046 (-37.4%) Est. Cost $110.48 Unrealized -7.8%
AMGN AMGEN INC 0.1%
Value ($000) $8,848 (-71.1%) Shares 25,147 (-73.2%) Est. Cost $245.27 Unrealized +42.6%
IWF ISHARES TR 0.1%
Value ($000) $8,302 (-71.8%) Shares 19,470 (-68.8%) Est. Cost $473.30 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $87,161 (-18.8%) Shares 536,576 (-12.3%) Est. Cost $80.58 Unrealized +107.7%
COST COSTCO WHOLESALE CORPORATION 1.3%
Value ($000) $177,185 (+12.6%) Shares 177,820 (-2.6%) Est. Cost $165.83 Unrealized +481.2%
KDP KEURIG DR PEPPER INC 0.5%
Value ($000) $67,297 (-22.5%) Shares 2,555,900 (-17.5%) Est. Cost $28.52 Unrealized -0.7%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $24,723 (-43.5%) Shares 69,867 (-28.9%) Est. Cost $462.61 Unrealized -18.3%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $214 (-98.8%) Shares 2,721 (-98.9%) Est. Cost $73.60 Unrealized +4.9%
CDNS CADENCE DESIGN SYSTEM INC 1.0%
Value ($000) $127,196 (-12.6%) Shares 457,753 (-1.7%) Est. Cost $287.66 Unrealized +5.4%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $47,180 (-26.2%) Shares 476,322 (-36.7%) Est. Cost $75.21 Unrealized +7.8%
MIR MIRION TECHNOLOGIES INC 0.3%
Value ($000) $41,612 (-27.6%) Shares 2,238,426 (-8.7%) Est. Cost $24.94 Unrealized -3.1%
ORLY OREILLY AUTOMOTIVE INC 0.9%
Value ($000) $116,617 (-11.7%) Shares 1,263,314 (-12.7%) Est. Cost $89.58 Unrealized +6.0%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $13,374 (-53.5%) Shares 67,799 (-38.4%) Est. Cost $252.20 Unrealized -6.0%
JLL JONES LANG LASALLE INC 0.5%
Value ($000) $68,419 (-17.7%) Shares 224,827 (-9.0%) Est. Cost $175.25 Unrealized +91.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,844 (-88.3%) Shares 6,605 (-85.2%) Est. Cost $363.20 Unrealized -17.1%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $31,586 (-29.9%) Shares 144,214 (-32.2%) Est. Cost $214.59 Unrealized +0.9%
GRW TCW ETF TRUST 0.1%
Value ($000) $11,425 (-46.2%) Shares 415,382 (-39.2%) Est. Cost $34.47 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2,805 (-77.1%) Shares 2,628 (-63.7%) Est. Cost $1721.38 Unrealized -14.8%
HEI HEICO CORP NEW 0.2%
Value ($000) $26,745 (-24.7%) Shares 97,540 (-11.1%) Est. Cost $134.86 Unrealized +151.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $19,133 (-31.0%) Shares 16,509 (-20.8%) Est. Cost $837.60 Unrealized +62.6%
JCI JOHNSON CONTROLS INTERNATION 0.6%
Value ($000) $85,447 (-8.9%) Shares 652,512 (-16.7%) Est. Cost $52.01 Unrealized +142.4%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $89,219 (-7.5%) Shares 617,685 (-8.2%) Est. Cost $154.74 Unrealized -1.9%
C CITIGROUP INC 0.1%
Value ($000) $10,676 (-39.7%) Shares 94,136 (-37.9%) Est. Cost $54.94 Unrealized +111.5%
GRAL GRAIL INC 0.1%
Value ($000) $9,887 (-41.5%) Shares 191,313 (-3.0%) Est. Cost $15.33 Unrealized +515.5%
BKR BAKER HUGHES COMPANY 0.6%
Value ($000) $85,783 (+8.0%) Shares 1,405,134 (-19.4%) Est. Cost $29.67 Unrealized +89.0%
IWD ISHARES TR 0.1%
Value ($000) $15,914 (-21.5%) Shares 74,479 (-22.7%) Est. Cost $204.64 Unrealized
APH AMPHENOL CORP 0.2%
Value ($000) $25,790 (-13.5%) Shares 204,115 (-7.5%) Est. Cost $48.05 Unrealized +204.7%
CGNX COGNEX CORP 0.2%
Value ($000) $26,932 (+14.5%) Shares 549,744 (-15.9%) Est. Cost $42.29 Unrealized +5.2%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $49,424 (+6.4%) Shares 146,293 (-10.1%) Est. Cost $69.80 Unrealized +454.5%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $790 (-78.9%) Shares 35,000 (-75.9%) Est. Cost $29.08 Unrealized
PTC PTC INC 0.0%
Value ($000) $683 (-79.7%) Shares 4,792 (-75.2%) Est. Cost $201.62 Unrealized -20.2%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $719 (-78.8%) Shares 32,000 (-80.9%) Est. Cost $21.12 Unrealized -5.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $5,431 (-32.1%) Shares 17,859 (-35.9%) Est. Cost $243.74 Unrealized +25.2%
ZTS ZOETIS INC 0.0%
Value ($000) $961 (-71.9%) Shares 8,130 (-70.1%) Est. Cost $84.15 Unrealized +49.7%
LIN LINDE PLC 0.2%
Value ($000) $23,490 (+11.5%) Shares 47,381 (-4.1%) Est. Cost $344.14 Unrealized +33.7%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $3,041 (-42.3%) Shares 10,110 (-31.5%) Est. Cost $353.69 Unrealized +0.9%
DHT DHT HOLDINGS INC 0.0%
Value ($000) $1,976 (-52.8%) Shares 108,176 (-68.5%) Est. Cost $4.24 Unrealized +238.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $7,167 (-22.7%) Shares 190,775 (-15.0%) Est. Cost $37.02 Unrealized +27.9%
CRH CRH PLC 0.0%
Value ($000) $1,165 (-63.9%) Shares 11,087 (-57.2%) Est. Cost $119.13 Unrealized +4.4%
CNC CENTENE CORP DEL 0.0%
Value ($000) $3,827 (-35.0%) Shares 116,897 (-18.3%) Est. Cost $37.43 Unrealized +15.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $5,506 (-27.2%) Shares 88,914 (-36.3%) Est. Cost $48.18 Unrealized +33.1%
CBRE CBRE GROUP INC 0.0%
Value ($000) $6,487 (-23.7%) Shares 47,889 (-9.4%) Est. Cost $83.38 Unrealized +93.6%
GLPI GAMING & LEISURE P 0.0%
Value ($000) $3,408 (-35.3%) Shares 76,811 (-34.8%) Est. Cost $45.81 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $3,423 (-34.6%) Shares 18,055 (-21.0%) Est. Cost $138.60 Unrealized +62.1%
RBA RB GLOBAL INC 0.0%
Value ($000) $2,467 (-39.8%) Shares 25,742 (-35.4%) Est. Cost $101.58 Unrealized +8.3%
OPY OPPENHEIMER HLDGS INC 0.0%
Value ($000) $1,219 (-56.4%) Shares 13,669 (-64.7%) Est. Cost $46.02 Unrealized +78.7%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $759 (-67.1%) Shares 25,000 (-67.8%) Est. Cost $30.27 Unrealized
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $2,013 (-40.3%) Shares 126,600 (-1.4%) Est. Cost $47.80 Unrealized -46.4%
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $122,615 (+1.1%) Shares 1,033,595 (-1.1%) Est. Cost $54.63 Unrealized +119.9%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $2,798 (-30.9%) Shares 52,302 (-12.7%) Est. Cost $43.80 Unrealized +44.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $699 (-62.9%) Shares 15,456 (-52.0%) Est. Cost $71.83 Unrealized -30.3%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $2,088 (-35.9%) Shares 57,909 (-34.7%) Est. Cost $35.75 Unrealized
NODK NI HLDGS INC 0.0%
Value ($000) $2,708 (-28.1%) Shares 210,121 (-25.8%) Est. Cost $15.91 Unrealized -15.9%
ADBE ADOBE INC 0.0%
Value ($000) $1,810 (-36.4%) Shares 7,446 (-8.4%) Est. Cost $340.09 Unrealized -14.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $2,016 (-33.4%) Shares 10,166 (-9.9%) Est. Cost $254.06 Unrealized -0.3%
BPOP POPULAR INC 0.1%
Value ($000) $7,718 (-10.1%) Shares 57,523 (-16.6%) Est. Cost $63.98 Unrealized +111.4%
ACA ARCOSA INC 0.1%
Value ($000) $6,788 (-9.7%) Shares 63,952 (-9.5%) Est. Cost $75.90 Unrealized +55.1%
ROKU ROKU INC 0.0%
Value ($000) $3,300 (-17.1%) Shares 34,877 (-4.9%) Est. Cost $67.99 Unrealized +44.8%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $1,074 (-37.1%) Shares 3,668 (-24.7%) Est. Cost $336.70 Unrealized +4.4%
HUM HUMANA INC 0.0%
Value ($000) $1,178 (-33.5%) Shares 6,793 (-1.8%) Est. Cost $261.32 Unrealized -14.5%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $1,716 (-25.6%) Shares 45,863 (-29.3%) Est. Cost $36.23 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $134 (-81.4%) Shares 11,732 (-79.1%) Est. Cost $27.05 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,047 (-35.4%) Shares 3,589 (-35.7%) Est. Cost $280.61 Unrealized +2.8%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $3,763 (-13.1%) Shares 13,893 (-16.7%) Est. Cost $269.66 Unrealized -4.2%
AD ARRAY DIGITAL INFRASTRUCTURE 0.0%
Value ($000) $2,539 (-18.0%) Shares 55,018 (-4.7%) Est. Cost $24.78 Unrealized +92.6%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $801 (-40.4%) Shares 3,927 (-40.3%) Est. Cost $142.76 Unrealized +41.9%
AZO AUTOZONE INC 0.0%
Value ($000) $926 (-35.9%) Shares 274 (-35.7%) Est. Cost $3777.86 Unrealized -4.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $5,227 (+10.8%) Shares 104,127 (-10.1%) Est. Cost $41.55 Unrealized +5.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $1,620 (-23.9%) Shares 8,202 (-1.4%) Est. Cost $249.31 Unrealized -9.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,396 (-26.4%) Shares 6,074 (-29.6%) Est. Cost $212.55 Unrealized +6.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $324 (-59.7%) Shares 14,386 (-56.5%) Est. Cost $27.96 Unrealized -14.4%
RRC RANGE RES CORP 0.0%
Value ($000) $3,271 (+17.0%) Shares 72,407 (-8.7%) Est. Cost $35.69 Unrealized +1.3%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $647 (-42.2%) Shares 6,741 (-42.3%) Est. Cost $91.50 Unrealized +4.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $1,625 (-22.1%) Shares 21,815 (-14.9%) Est. Cost $42.96 Unrealized +91.4%
TER TERADYNE INC 0.0%
Value ($000) $3,630 (+13.5%) Shares 12,246 (-25.9%) Est. Cost $114.00 Unrealized +133.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $889 (-31.8%) Shares 4,287 (-31.5%) Est. Cost $204.09 Unrealized -0.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $764 (-34.5%) Shares 6,290 (-14.1%) Est. Cost $176.93 Unrealized -22.1%
CB CHUBB LTD SWITZ 0.0%
Value ($000) $1,973 (-16.9%) Shares 6,052 (-20.5%) Est. Cost $292.40 Unrealized +8.1%
PODD INSULET CORP 0.0%
Value ($000) $1,027 (-27.9%) Shares 4,896 (-2.3%) Est. Cost $312.66 Unrealized -15.4%
TNL TRAVEL PLUS LEISURE CO 0.1%
Value ($000) $7,326 (-5.1%) Shares 105,877 (-3.3%) Est. Cost $46.28 Unrealized +57.4%
F FORD MTR CO 0.0%
Value ($000) $2,319 (-13.4%) Shares 200,958 (-1.5%) Est. Cost $10.53 Unrealized +30.5%
UNP UNION PAC CORP 0.2%
Value ($000) $30,420 (-1.1%) Shares 125,381 (-5.7%) Est. Cost $227.32 Unrealized +7.0%
MET METLIFE INC 0.0%
Value ($000) $858 (-25.2%) Shares 12,136 (-16.6%) Est. Cost $49.51 Unrealized +56.4%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1,517 (-16.0%) Shares 17,843 (-2.7%) Est. Cost $62.38 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $377 (-43.4%) Shares 197 (-36.5%) Est. Cost $2025.92 Unrealized +2.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,286 (-18.3%) Shares 1,665 (-18.3%) Est. Cost $678.68 Unrealized +13.3%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $8,523 (-2.5%) Shares 47,293 (-16.3%) Est. Cost $152.04 Unrealized +2.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,462 (-12.6%) Shares 20,084 (-27.8%) Est. Cost $60.06 Unrealized +10.5%
FLEX FLEXTRONICS INTL LTD 0.0%
Value ($000) $1,434 (-12.6%) Shares 21,906 (-19.3%) Est. Cost $19.44 Unrealized +229.2%
AX AXOS FINANCIAL INC 0.0%
Value ($000) $4,554 (-4.1%) Shares 53,520 (-2.9%) Est. Cost $42.41 Unrealized +123.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $793 (-19.2%) Shares 14,811 (-4.4%) Est. Cost $83.62 Unrealized -28.3%
PCG PG&E CORP 0.0%
Value ($000) $636 (-21.7%) Shares 36,200 (-28.4%) Est. Cost $16.18 Unrealized +1.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $2,090 (-7.6%) Shares 26,096 (-1.7%) Est. Cost $73.90 Unrealized +10.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $551 (-21.3%) Shares 1,054 (-8.9%) Est. Cost $549.70 Unrealized +21.9%
APTV APTIV PLC 0.0%
Value ($000) $1,120 (-11.0%) Shares 16,124 (-2.5%) Est. Cost $64.46 Unrealized +25.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $959 (-10.7%) Shares 2,159 (-1.5%) Est. Cost $473.82 Unrealized +5.6%
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $424 (-20.4%) Shares 16,595 (-4.4%) Est. Cost $27.70 Unrealized +6.5%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $536 (-14.9%) Shares 2,963 (-4.4%) Est. Cost $192.85 Unrealized +13.2%
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $285 (-24.7%) Shares 151 (-14.2%) Est. Cost $1883.58 Unrealized +11.1%
NRG NRG ENERGY INC 0.0%
Value ($000) $456 (-15.7%) Shares 3,120 (-8.1%) Est. Cost $165.30 Unrealized -4.1%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $302 (-20.7%) Shares 1,525 (-20.8%) Est. Cost $217.13 Unrealized -4.2%
EBAY EBAY INC. 0.0%
Value ($000) $6,367 (+1.1%) Shares 69,948 (-3.3%) Est. Cost $65.01 Unrealized +37.4%
VMC VULCAN MATLS CO 0.0%
Value ($000) $875 (-7.1%) Shares 3,212 (-2.7%) Est. Cost $293.14 Unrealized +4.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $1,246 (+5.0%) Shares 8,172 (-1.8%) Est. Cost $143.72 Unrealized +3.2%
TTE TOTALENERGIES SE 0.0%
Value ($000) $1,618 (-3.3%) Shares 17,355 (-32.2%) Est. Cost $63.23 Unrealized +13.1%
TXT TEXTRON INC 0.0%
Value ($000) $629 (-6.8%) Shares 7,178 (-7.3%) Est. Cost $83.66 Unrealized +12.4%
HAS HASBRO INC 0.0%
Value ($000) $1,735 (-2.3%) Shares 18,532 (-14.4%) Est. Cost $61.42 Unrealized +50.9%
CWEN/A CLEARWAY ENERGY INC 0.0%
Value ($000) $382 (+11.3%) Shares 9,754 (-10.7%) Est. Cost $24.27 Unrealized +41.7%
PPG PPG INDS INC 0.0%
Value ($000) $1,392 (+2.4%) Shares 13,027 (-1.8%) Est. Cost $115.39 Unrealized +1.3%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $403 (-7.2%) Shares 10,112 (-10.7%) Est. Cost $29.14 Unrealized +40.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1,341 (-2.0%) Shares 6,344 (-4.7%) Est. Cost $187.72 Unrealized +14.7%
TKO TKO GROUP HOLDINGS INC 0.0%
Value ($000) $313 (-7.8%) Shares 1,551 (-4.4%) Est. Cost $193.76 Unrealized +6.1%
BBY BEST BUY INC 0.0%
Value ($000) $207 (-10.9%) Shares 3,226 (-7.1%) Est. Cost $75.46 Unrealized -11.3%
BALL BALL CORP 0.0%
Value ($000) $246 (+10.2%) Shares 4,156 (-1.2%) Est. Cost $49.09 Unrealized +22.8%
TRGP TARGA RES CORP 0.0%
Value ($000) $883 (+2.2%) Shares 3,521 (-24.8%) Est. Cost $168.08 Unrealized +20.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $307 (+6.2%) Shares 1,784 (-11.5%) Est. Cost $132.76 Unrealized +41.1%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $234 (-5.1%) Shares 2,340 (-1.7%) Est. Cost $93.73 Unrealized +16.9%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $286 (+4.4%) Shares 7,778 (-10.7%) Est. Cost $28.00 Unrealized +25.6%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $1,082 (+0.6%) Shares 9,217 (-18.5%) Est. Cost $41.85 Unrealized +138.8%
IDA IDACORP INC 0.0%
Value ($000) $278 (+0.9%) Shares 1,943 (-10.7%) Est. Cost $130.09 Unrealized +3.6%

Unchanged Positions (50)

ISRG INTUITIVE SURGICAL INC 1.0%
Value ($000) $126,579 Shares 274,580 Est. Cost $260.78 Unrealized +99.8%
ETN EATON CORP PLC 1.2%
Value ($000) $161,667 Shares 451,999 Est. Cost $321.39 Unrealized +10.0%
DIS DISNEY WALT CO 0.7%
Value ($000) $92,767 Shares 962,513 Est. Cost $105.20 Unrealized +4.0%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $142,546 Shares 484,587 Est. Cost $97.87 Unrealized +218.2%
AAPL APPLE INC 1.1%
Value ($000) $139,749 Shares 550,649 Est. Cost $214.53 Unrealized +22.5%
TPR TAPESTRY INC 0.5%
Value ($000) $60,194 Shares 426,578 Est. Cost $53.06 Unrealized +163.1%
ARAY ACCURAY INCORPORATED 0.0%
Value ($000) $4,084 Shares 15,467,952 Est. Cost $1.43 Unrealized -48.9%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $40,801 Shares 94,017 Est. Cost $217.46 Unrealized +91.3%
SPY STATE STR SPDR S&P 500 ETF T 0.6%
Value ($000) $81,112 Shares 124,723 Est. Cost $436.31 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $33,871 Shares 390,894 Est. Cost $86.18 Unrealized +15.5%
CVEO CIVEO CORP CDA 0.2%
Value ($000) $22,402 Shares 846,645 Est. Cost $19.91 Unrealized +30.8%
APG API GROUP CORP 0.4%
Value ($000) $46,850 Shares 1,156,219 Est. Cost $35.39 Unrealized +21.0%
PLAB PHOTRONICS INC 0.1%
Value ($000) $12,912 Shares 319,520 Est. Cost $21.18 Unrealized +69.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $113,285 Shares 720,277 Est. Cost $92.04 Unrealized +79.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $12,107 Shares 13,163 Est. Cost $955.55 Unrealized +9.6%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $11,188 Shares 18,492 Est. Cost $429.95 Unrealized +42.8%
CMTL COMTECH TELECOMMUNICATIONS CORP 0.0%
Value ($000) $2,393 Shares 726,806 Est. Cost $3.28 Unrealized +72.6%
ADSK AUTODESK INC 0.0%
Value ($000) $6,087 Shares 25,427 Est. Cost $201.11 Unrealized +26.2%
MBI MBIA INC 0.0%
Value ($000) $6,137 Shares 1,038,460 Est. Cost $5.11 Unrealized +28.0%
FAST FASTENAL CO 0.1%
Value ($000) $8,839 Shares 190,488 Est. Cost $35.13 Unrealized +26.0%
SNCY SUN CTRY AIRLS HLDGS INC 0.1%
Value ($000) $9,232 Shares 558,825 Est. Cost $12.78 Unrealized +44.5%
RGS REGIS CORPORATION 0.1%
Value ($000) $7,050 Shares 394,382 Est. Cost $23.65 Unrealized +0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $7,677 Shares 6,087 Est. Cost $1396.48 Unrealized +1.2%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $631 Shares 6,204 Est. Cost $224.90 Unrealized -26.0%
AGNC AGNC INVT CORP 0.1%
Value ($000) $8,636 Shares 861,041 Est. Cost $15.21 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $3,223 Shares 28,274 Est. Cost $106.25 Unrealized +26.8%
FPH FIVE POINT HOLDINGS LLC 0.0%
Value ($000) $3,192 Shares 659,543 Est. Cost $2.60 Unrealized +112.1%
FSBW FS BANCORP INC 0.0%
Value ($000) $5,867 Shares 152,029 Est. Cost $25.49 Unrealized +62.7%
FLXR TCW ETF TRUST 0.4%
Value ($000) $46,660 Shares 1,188,192 Est. Cost $39.32 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $3,606 Shares 23,218 Est. Cost $114.00 Unrealized +35.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4,281 Shares 45,548 Est. Cost $68.15 Unrealized +46.9%
SE SEA LTD 0.0%
Value ($000) $496 Shares 5,986 Est. Cost $127.57 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $741 Shares 12,553 Est. Cost $83.22 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $2,013 Shares 15,937 Est. Cost $124.53 Unrealized +3.9%
WAB WABTEC 0.0%
Value ($000) $770 Shares 3,080 Est. Cost $120.52 Unrealized +98.3%
KR KROGER CO 0.0%
Value ($000) $703 Shares 9,722 Est. Cost $65.22 Unrealized -0.9%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $525 Shares 55,339 Est. Cost $10.76 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value ($000) $334 Shares 3,621 Est. Cost $75.09 Unrealized +15.4%
PDD PDD HOLDINGS INC 0.0%
Value ($000) $499 Shares 4,881 Est. Cost $113.39 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $876 Shares 41,441 Est. Cost $17.16 Unrealized
HYBX TCW ETF TRUST 0.0%
Value ($000) $3,531 Shares 119,045 Est. Cost $29.91 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $918 Shares 15,706 Est. Cost $38.71 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $413 Shares 2,106 Est. Cost $182.09 Unrealized +13.9%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $328 Shares 2,393 Est. Cost $144.68 Unrealized +11.4%
SUPP TCW ETF TRUST 0.0%
Value ($000) $2,157 Shares 30,643 Est. Cost $64.68 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $41 Shares 11,200 Est. Cost $5.53 Unrealized -18.7%
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $4,115 Shares 89,677 Est. Cost $27.15 Unrealized +78.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $226 Shares 678 Est. Cost $322.65 Unrealized +15.1%
EFA ISHARES TR 0.0%
Value ($000) $741 Shares 7,630 Est. Cost $96.03 Unrealized
RWT REDWOOD TRUST INC 0.0%
Value ($000) $348 Shares 61,963 Est. Cost $10.11 Unrealized