CONGRESS ASSET MANAGEMENT CO /MA Diversified Active

CIK: 0000897378 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 16, 2025

Total Value ($000): $14,579,177 (100.0% shares, 0.0% debt)

Holdings (382)

NVDA NVIDIA Corp. 2.9%
Value ($000) $418,641 Shares 2,649,792 Est. Cost $91.29 Unrealized +37.8%
MSFT Microsoft Corp. 2.3%
Value ($000) $329,336 Shares 662,102 Est. Cost $124.60 Unrealized +247.0%
AAPL Apple Inc. 2.0%
Value ($000) $291,685 Shares 1,421,677 Est. Cost $90.73 Unrealized +122.0%
META Meta Platforms Inc 1.7%
Value ($000) $251,905 Shares 341,294 Est. Cost $348.06 Unrealized +77.2%
OLLI Ollies Bargain Outlet Holdings Inc. 1.5%
Value ($000) $225,971 Shares 1,714,761 Est. Cost $93.08 Unrealized +23.0%
COST Costco Wholesale Corporation 1.5%
Value ($000) $222,107 Shares 224,364 Est. Cost $193.04 Unrealized +413.2%
HWM Howmet Aerospace Inc 1.5%
Value ($000) $213,933 Shares 1,149,372 Est. Cost $75.80 Unrealized +102.7%
V Visa Inc 1.4%
Value ($000) $206,643 Shares 582,011 Est. Cost $95.96 Unrealized +261.6%
AVGO Broadcom Inc 1.4%
Value ($000) $203,355 Shares 737,729 Est. Cost $205.22 Unrealized +5.2%
AMZN Amazon.com, Inc. 1.4%
Value ($000) $201,463 Shares 918,286 Est. Cost $122.07 Unrealized +62.1%
GOOGL Alphabet Inc. 1.3%
Value ($000) $192,524 Shares 1,092,460 Est. Cost $111.94 Unrealized +45.9%
ETN Eaton Corporation PLC 1.3%
Value ($000) $187,251 Shares 524,528 Est. Cost $157.47 Unrealized +94.8%
NFLX Netflix, Inc. 1.3%
Value ($000) $186,952 Shares 139,607 Est. Cost $60.41 Unrealized +87.2%
ANET Arista Networks Inc 1.3%
Value ($000) $186,073 Shares 1,818,720 Est. Cost $102.84 Unrealized -15.9%
GS Goldman Sachs Group, Inc. 1.3%
Value ($000) $185,956 Shares 262,742 Est. Cost $458.48 Unrealized +24.7%
BSX Boston Scientific Corporation 1.3%
Value ($000) $182,766 Shares 1,701,570 Est. Cost $55.36 Unrealized +82.8%
NOW Servicenow Inc 1.2%
Value ($000) $180,977 Shares 176,034 Est. Cost $109.47 Unrealized +72.3%
CTAS Cintas Corporation 1.2%
Value ($000) $173,953 Shares 780,515 Est. Cost $172.88 Unrealized +23.8%
DT Dynatrace Inc 1.2%
Value ($000) $172,190 Shares 3,118,815 Est. Cost $50.32 Unrealized -0.5%
ISRG Intuitive Surgical Inc. 1.2%
Value ($000) $171,476 Shares 315,555 Est. Cost $254.71 Unrealized +105.3%
CW Curtiss-Wright Corp. 1.1%
Value ($000) $159,159 Shares 325,778 Est. Cost $275.29 Unrealized +43.2%
TJX The TJX Companies Inc. 1.0%
Value ($000) $150,850 Shares 1,221,560 Est. Cost $89.40 Unrealized +40.8%
HD Home Depot Inc. 1.0%
Value ($000) $144,300 Shares 393,574 Est. Cost $109.09 Unrealized +226.3%
ORLY O'Reilly Automotive Inc. 1.0%
Value ($000) $142,449 Shares 1,580,484 Est. Cost $88.37 Unrealized +3.2%
SNPS Synopsys Inc 1.0%
Value ($000) $140,404 Shares 273,864 Est. Cost $83.35 Unrealized +458.9%
UBER Uber Technologies Inc 0.9%
Value ($000) $138,139 Shares 1,480,594 Est. Cost $72.85 Unrealized +13.0%
MLM Martin Marietta Materials Inc 0.9%
Value ($000) $135,201 Shares 246,286 Est. Cost $344.10 Unrealized +53.0%
ECL Ecolab Inc. 0.9%
Value ($000) $133,925 Shares 497,048 Est. Cost $227.68 Unrealized +10.8%
PH Parker-Hannifin Corp. 0.9%
Value ($000) $133,513 Shares 191,151 Est. Cost $508.88 Unrealized +23.5%
DELL Dell Technologies Inc 0.9%
Value ($000) $131,998 Shares 1,076,655 Est. Cost $118.86 Unrealized -14.8%
AJG Gallagher Aj &Co 0.9%
Value ($000) $128,596 Shares 401,712 Est. Cost $228.14 Unrealized +43.6%
EME Emcor Group Inc 0.9%
Value ($000) $127,357 Shares 238,100 Est. Cost $136.79 Unrealized +222.3%
STRL Sterling Infrastructure Inc 0.9%
Value ($000) $126,368 Shares 547,688 Est. Cost $66.44 Unrealized +162.8%
CASY Casey'S General Stores Inc. 0.8%
Value ($000) $121,456 Shares 238,024 Est. Cost $292.87 Unrealized +56.8%
Cyberark Software Ltd. 0.8%
Value ($000) $119,806 Shares 294,451 Est. Cost $309.69 Unrealized
WMB Williams Companies Inc. (The) 0.8%
Value ($000) $118,743 Shares 1,890,509 Est. Cost $55.43 Unrealized +4.0%
ELF E L F Beauty Inc 0.8%
Value ($000) $118,381 Shares 951,309 Est. Cost $70.77 Unrealized +20.6%
PEN Penumbra Inc. 0.8%
Value ($000) $116,689 Shares 454,699 Est. Cost $200.65 Unrealized +35.7%
PANW Palo Alto Networks Inc 0.8%
Value ($000) $114,782 Shares 560,896 Est. Cost $178.79 Unrealized +3.9%
RJF Raymond James Financial Inc. 0.8%
Value ($000) $113,640 Shares 740,953 Est. Cost $56.23 Unrealized +152.3%
CR Crane Co. 0.8%
Value ($000) $112,998 Shares 595,071 Est. Cost $82.48 Unrealized +100.6%
MCO Moodys Corp. 0.8%
Value ($000) $112,567 Shares 224,420 Est. Cost $310.33 Unrealized +48.6%
CMG Chipotle Mexican Grill Inc 0.7%
Value ($000) $107,031 Shares 1,906,169 Est. Cost $55.04 Unrealized -7.6%
TTD The Trade Desk Inc 0.7%
Value ($000) $104,799 Shares 1,455,744 Est. Cost $69.11 Unrealized -7.6%
NVT NVent Electric PLC 0.7%
Value ($000) $101,396 Shares 1,384,247 Est. Cost $52.56 Unrealized +16.0%
HEI Heico Corp 0.7%
Value ($000) $101,174 Shares 308,457 Est. Cost $235.78 Unrealized +17.3%
BMI Badger Meter Inc 0.7%
Value ($000) $99,709 Shares 407,059 Est. Cost $149.79 Unrealized +50.4%
CVLT Commvault Systems Inc. 0.7%
Value ($000) $99,523 Shares 570,888 Est. Cost $121.74 Unrealized +40.2%
GWRE Guidewire Software Inc 0.7%
Value ($000) $98,037 Shares 416,383 Est. Cost $194.38 Unrealized +10.5%
SFM Sprouts Farmers Markets Inc 0.7%
Value ($000) $97,622 Shares 592,945 Est. Cost $82.42 Unrealized +98.2%
AVAV AeroVironment, Inc. 0.7%
Value ($000) $97,525 Shares 342,254 Est. Cost $110.40 Unrealized +53.3%
HALO Halozyme Therapeutics Inc 0.7%
Value ($000) $95,478 Shares 1,835,411 Est. Cost $53.80 Unrealized +5.8%
SHOP Shopify Inc 0.6%
Value ($000) $93,879 Shares 813,858 Est. Cost $97.48 Unrealized +2.6%
BRO Brown & Brown Inc 0.6%
Value ($000) $93,185 Shares 840,488 Est. Cost $72.08 Unrealized +55.2%
EHC Encompass Health Corporation 0.6%
Value ($000) $92,691 Shares 755,862 Est. Cost $113.68 Unrealized 0.0%
DXCM DexCom Inc 0.6%
Value ($000) $91,839 Shares 1,052,110 Est. Cost $74.54 Unrealized +5.2%
MPWR Monolithic Power Systems Inc. 0.6%
Value ($000) $91,546 Shares 125,169 Est. Cost $119.15 Unrealized +431.8%
DSGX Descartes Systems Group Inc. 0.6%
Value ($000) $89,529 Shares 880,804 Est. Cost $94.02 Unrealized +12.2%
FICO Fair Isaac Corporation 0.6%
Value ($000) $89,164 Shares 48,778 Est. Cost $1445.19 Unrealized +29.9%
WELL Welltower OP LLC 0.6%
Value ($000) $88,986 Shares 578,845 Est. Cost $147.88 Unrealized 0.0%
GRMN Garmin Ltd 0.6%
Value ($000) $88,186 Shares 422,509 Est. Cost $198.62 Unrealized -1.3%
MSI Motorola Solutions Inc 0.6%
Value ($000) $87,162 Shares 207,302 Est. Cost $415.08 Unrealized 0.0%
LRN Stride Inc 0.6%
Value ($000) $85,185 Shares 586,715 Est. Cost $102.78 Unrealized +40.7%
NET Cloudflare Inc 0.6%
Value ($000) $84,285 Shares 430,400 Est. Cost $145.18 Unrealized 0.0%
VRTX Vertex Pharmaceuticals Incorporated 0.6%
Value ($000) $83,699 Shares 188,004 Est. Cost $441.25 Unrealized +4.4%
PJT PJT Partners Inc. 0.6%
Value ($000) $83,189 Shares 504,146 Est. Cost $122.21 Unrealized +18.4%
PINS Pinterest Inc 0.6%
Value ($000) $82,516 Shares 2,301,060 Est. Cost $30.35 Unrealized 0.0%
TKO TKO Group Holdings Inc. 0.6%
Value ($000) $82,056 Shares 450,979 Est. Cost $159.12 Unrealized 0.0%
RMBS Rambus Inc. 0.6%
Value ($000) $81,749 Shares 1,276,926 Est. Cost $53.16 Unrealized +0.8%
PBH Prestige Consumer Healthcare Inc 0.6%
Value ($000) $80,616 Shares 1,009,595 Est. Cost $63.92 Unrealized +30.8%
PSTG Pure Storage Inc 0.6%
Value ($000) $80,431 Shares 1,396,861 Est. Cost $57.79 Unrealized -13.9%
ATR Aptargroup Inc. 0.5%
Value ($000) $80,175 Shares 512,531 Est. Cost $146.03 Unrealized +2.3%
UFPT UFP Technologies Inc. 0.5%
Value ($000) $79,946 Shares 327,433 Est. Cost $204.52 Unrealized +10.1%
HLI Houlihan Lokey Inc. 0.5%
Value ($000) $78,829 Shares 438,060 Est. Cost $169.69 Unrealized -1.9%
TXRH Texas Roadhouse Inc 0.5%
Value ($000) $77,860 Shares 415,455 Est. Cost $173.91 Unrealized +2.1%
USFD US Foods Holding Corp 0.5%
Value ($000) $77,245 Shares 1,003,058 Est. Cost $55.96 Unrealized +27.5%
IDCC InterDigital, Inc. 0.5%
Value ($000) $77,079 Shares 343,752 Est. Cost $176.59 Unrealized +20.0%
NVMI Nova Ltd 0.5%
Value ($000) $76,681 Shares 278,638 Est. Cost $169.68 Unrealized +19.9%
CALX Calix Inc. 0.5%
Value ($000) $75,420 Shares 1,417,944 Est. Cost $43.04 Unrealized -0.6%
VCEL Vericel Corporation 0.5%
Value ($000) $74,136 Shares 1,742,324 Est. Cost $44.49 Unrealized -6.5%
GDDY Godaddy Inc 0.5%
Value ($000) $73,795 Shares 409,838 Est. Cost $182.74 Unrealized -1.8%
FAST Fastenal Co. 0.5%
Value ($000) $73,733 Shares 1,755,545 Est. Cost $40.11 Unrealized 0.0%
DECK Deckers Outdoor Corp. 0.5%
Value ($000) $73,719 Shares 715,228 Est. Cost $135.03 Unrealized -18.0%
LGND Ligand Pharmaceuticals Incorporated 0.5%
Value ($000) $73,658 Shares 647,941 Est. Cost $82.16 Unrealized +30.1%
COO The Cooper Companies, Inc. 0.5%
Value ($000) $70,657 Shares 992,933 Est. Cost $93.10 Unrealized -17.8%
BOOT Boot Barn Holdings Inc 0.5%
Value ($000) $69,791 Shares 459,153 Est. Cost $66.90 Unrealized +98.4%
BAH Booz Allen Hamilton Holding Corp. 0.5%
Value ($000) $68,602 Shares 658,811 Est. Cost $66.50 Unrealized +64.5%
SXT Sensient Technologies Corp 0.5%
Value ($000) $67,657 Shares 686,737 Est. Cost $73.16 Unrealized +22.2%
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $65,887 Shares 162,498 Est. Cost $563.98 Unrealized -26.1%
NPO Enpro Inc 0.4%
Value ($000) $65,427 Shares 341,565 Est. Cost $120.59 Unrealized +41.8%
ITGR Integer Holdings Corp. 0.4%
Value ($000) $65,273 Shares 530,807 Est. Cost $89.07 Unrealized +34.1%
BOX Box Inc. 0.4%
Value ($000) $64,470 Shares 1,886,750 Est. Cost $30.05 Unrealized +9.1%
MOG/A Moog Inc. 0.4%
Value ($000) $64,433 Shares 356,045 Est. Cost $137.15 Unrealized +27.3%
MKTX MarketAxess Holdings Inc. 0.4%
Value ($000) $63,937 Shares 286,276 Est. Cost $253.46 Unrealized -14.6%
CAVA CAVA Group Inc. 0.4%
Value ($000) $63,340 Shares 751,994 Est. Cost $85.36 Unrealized -0.1%
UTI Universal Technical Institute, Inc. 0.4%
Value ($000) $63,265 Shares 1,866,779 Est. Cost $31.39 Unrealized 0.0%
PRIM Primoris Services Corp. 0.4%
Value ($000) $62,064 Shares 796,305 Est. Cost $72.73 Unrealized -6.8%
ABCB Ameris Bancorp 0.4%
Value ($000) $61,015 Shares 943,041 Est. Cost $44.90 Unrealized +30.8%
KNF Knife River Corp. 0.4%
Value ($000) $60,795 Shares 744,667 Est. Cost $76.57 Unrealized +18.9%
CXT Crane NXT Co 0.4%
Value ($000) $60,284 Shares 1,118,445 Est. Cost $55.39 Unrealized -8.8%
CSW CSW Industrials Inc. 0.4%
Value ($000) $59,792 Shares 208,459 Est. Cost $225.89 Unrealized +33.3%
FIX Comfort Systems USA Inc. 0.4%
Value ($000) $59,758 Shares 111,445 Est. Cost $148.50 Unrealized +192.8%
DDOG Datadog Inc 0.4%
Value ($000) $59,743 Shares 444,746 Est. Cost $126.18 Unrealized -12.3%
MMSI Merit Medical Systems Inc. 0.4%
Value ($000) $59,368 Shares 635,089 Est. Cost $79.23 Unrealized +19.6%
BCPC Balchem Corp 0.4%
Value ($000) $57,650 Shares 362,125 Est. Cost $133.52 Unrealized +20.7%
LMAT Lemaitre Vascular Inc. 0.4%
Value ($000) $55,973 Shares 673,968 Est. Cost $60.71 Unrealized +36.9%
ACIW ACI Worldwide Inc 0.4%
Value ($000) $54,328 Shares 1,183,362 Est. Cost $53.18 Unrealized -7.5%
TSCO Tractor Supply Co 0.4%
Value ($000) $54,061 Shares 1,024,470 Est. Cost $50.57 Unrealized +0.0%
JBTM JBT Marel Corp. 0.4%
Value ($000) $53,515 Shares 444,993 Est. Cost $111.53 Unrealized 0.0%
FSS Federal Signal Corp. 0.4%
Value ($000) $51,945 Shares 488,116 Est. Cost $88.81 Unrealized 0.0%
TILE Interface, Inc. 0.4%
Value ($000) $51,771 Shares 2,473,541 Est. Cost $21.64 Unrealized -8.4%
INSP Inspire Medical Systems Inc 0.3%
Value ($000) $48,449 Shares 373,347 Est. Cost $174.41 Unrealized -16.9%
CNS Cohen & Steers Inc 0.3%
Value ($000) $47,818 Shares 634,618 Est. Cost $67.92 Unrealized +10.8%
SKY Champion Homes Inc. 0.3%
Value ($000) $46,072 Shares 735,854 Est. Cost $65.54 Unrealized +18.7%
POWI Power Integrations Inc. 0.3%
Value ($000) $40,174 Shares 718,673 Est. Cost $69.34 Unrealized -27.0%
YETI Yeti Holdings Inc 0.3%
Value ($000) $39,004 Shares 1,237,425 Est. Cost $38.97 Unrealized -23.0%
JPM JPMorgan Chase & Co. 0.2%
Value ($000) $32,029 Shares 110,480 Est. Cost $96.53 Unrealized +161.8%
STE Steris PLC 0.2%
Value ($000) $29,533 Shares 122,943 Est. Cost $133.71 Unrealized +73.4%
CMLIX Professionally Managed Portfolios CNG LGCP GW INST 0.2%
Value ($000) $29,318 Shares 593,361 Est. Cost $49.41 Unrealized
TRNO Terreno Realty Corporation 0.2%
Value ($000) $29,176 Shares 520,356 Est. Cost $63.15 Unrealized
BJ BJ Wholesale Club Holdings Inc 0.2%
Value ($000) $28,966 Shares 268,629 Est. Cost $80.84 Unrealized +40.9%
APH Amphenol Corporation 0.2%
Value ($000) $28,495 Shares 288,556 Est. Cost $42.29 Unrealized +92.5%
FTNT Fortinet Inc 0.2%
Value ($000) $27,874 Shares 263,660 Est. Cost $57.39 Unrealized +75.8%
KNSL Kinsale Capital Group Inc 0.2%
Value ($000) $27,444 Shares 56,714 Est. Cost $411.08 Unrealized +13.3%
ZTS Zoetis Inc. 0.2%
Value ($000) $27,065 Shares 173,551 Est. Cost $81.35 Unrealized +93.5%
PODD Insulet Corporation 0.2%
Value ($000) $25,078 Shares 79,821 Est. Cost $221.57 Unrealized +30.3%
SM SM Energy Co. 0.2%
Value ($000) $24,984 Shares 1,011,071 Est. Cost $36.56 Unrealized -35.7%
SYK Stryker Corporation 0.2%
Value ($000) $23,759 Shares 60,054 Est. Cost $126.18 Unrealized +194.4%
ORCL Oracle Corp. 0.2%
Value ($000) $23,607 Shares 107,976 Est. Cost $103.79 Unrealized +54.9%
PTC PTC Inc 0.2%
Value ($000) $22,294 Shares 129,358 Est. Cost $172.05 Unrealized -6.3%
DUOL Duolingo Inc 0.1%
Value ($000) $21,707 Shares 52,941 Est. Cost $347.95 Unrealized +26.1%
VMI Valmont Industries, Inc. 0.1%
Value ($000) $21,574 Shares 66,064 Est. Cost $268.35 Unrealized +14.3%
CAT Caterpillar Inc 0.1%
Value ($000) $21,099 Shares 54,349 Est. Cost $138.86 Unrealized +138.3%
IWP iShares Trust RUS MD CP GR ETF 0.1%
Value ($000) $21,006 Shares 151,473 Est. Cost $117.76 Unrealized
SPSC SPS Commerce Inc 0.1%
Value ($000) $20,975 Shares 154,129 Est. Cost $111.97 Unrealized +23.8%
ADI Analog Devices Inc. 0.1%
Value ($000) $20,594 Shares 86,522 Est. Cost $59.84 Unrealized +244.3%
BR Broadridge Financial Solutions Inc. 0.1%
Value ($000) $19,897 Shares 81,872 Est. Cost $99.99 Unrealized +135.1%
RRC Range Resources Corp. 0.1%
Value ($000) $19,560 Shares 480,950 Est. Cost $25.64 Unrealized +47.0%
ACN Accenture PLC 0.1%
Value ($000) $19,428 Shares 65,001 Est. Cost $127.96 Unrealized +136.7%
CME CME Group Inc. 0.1%
Value ($000) $18,989 Shares 68,895 Est. Cost $161.11 Unrealized +66.6%
MORN Morningstar Inc 0.1%
Value ($000) $18,965 Shares 60,411 Est. Cost $301.42 Unrealized -1.8%
RGEN Repligen Corporation 0.1%
Value ($000) $18,962 Shares 152,450 Est. Cost $159.81 Unrealized -20.4%
BKNG Booking Holdings Inc 0.1%
Value ($000) $18,555 Shares 3,205 Est. Cost $2093.73 Unrealized +143.3%
LIN Linde PLC 0.1%
Value ($000) $18,069 Shares 38,513 Est. Cost $325.96 Unrealized +38.8%
MEDP Medpace Holdings Inc. 0.1%
Value ($000) $18,049 Shares 57,505 Est. Cost $185.04 Unrealized +62.2%
PWR Quanta Services, Inc. 0.1%
Value ($000) $17,790 Shares 47,053 Est. Cost $245.56 Unrealized +30.6%
MA MasterCard Incorporated 0.1%
Value ($000) $17,693 Shares 31,486 Est. Cost $176.61 Unrealized +212.3%
ALL The Allstate Corporation 0.1%
Value ($000) $17,360 Shares 86,237 Est. Cost $120.74 Unrealized +63.1%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $17,336 Shares 249,867 Est. Cost $35.87 Unrealized +68.3%
AMGN Amgen Inc. 0.1%
Value ($000) $17,053 Shares 61,075 Est. Cost $153.74 Unrealized +80.7%
HWKN Hawkins Inc 0.1%
Value ($000) $16,956 Shares 119,324 Est. Cost $125.85 Unrealized 0.0%
CDW CDW Corp 0.1%
Value ($000) $16,618 Shares 93,050 Est. Cost $188.53 Unrealized -10.8%
LECO Lincoln Electric Holdings Inc. 0.1%
Value ($000) $15,841 Shares 76,408 Est. Cost $207.44 Unrealized -7.8%
TEL TE Connectivity PLC 0.1%
Value ($000) $15,840 Shares 93,910 Est. Cost $146.89 Unrealized +2.7%
SHW The Sherwin-Williams Company 0.1%
Value ($000) $15,549 Shares 45,284 Est. Cost $242.87 Unrealized +41.8%
IBM International Business Machines Corp. 0.1%
Value ($000) $15,519 Shares 52,645 Est. Cost $188.97 Unrealized +34.3%
WHD Cactus Inc 0.1%
Value ($000) $15,348 Shares 351,043 Est. Cost $48.75 Unrealized -14.4%
CPRT Copart Inc 0.1%
Value ($000) $15,290 Shares 311,603 Est. Cost $30.42 Unrealized +84.0%
CART Maplebear Inc. 0.1%
Value ($000) $15,028 Shares 332,174 Est. Cost $44.31 Unrealized -1.9%
MCD McDonald's Corp. 0.1%
Value ($000) $14,979 Shares 51,269 Est. Cost $231.15 Unrealized +31.3%
VIRT Virtu Financial Inc 0.1%
Value ($000) $14,886 Shares 332,341 Est. Cost $24.92 Unrealized +61.7%
MYRG MYR Grp Inc 0.1%
Value ($000) $14,720 Shares 81,127 Est. Cost $147.62 Unrealized -0.5%
WAL Western Alliance Bancorp 0.1%
Value ($000) $14,667 Shares 188,090 Est. Cost $59.23 Unrealized +19.3%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $14,503 Shares 159,548 Est. Cost $58.86 Unrealized +53.0%
NEE NextEra Energy Inc 0.1%
Value ($000) $14,241 Shares 205,142 Est. Cost $60.33 Unrealized +12.9%
HLNE Hamilton Lane Inc 0.1%
Value ($000) $14,221 Shares 100,066 Est. Cost $117.29 Unrealized +28.5%
AME Ametek, Inc. 0.1%
Value ($000) $14,008 Shares 77,412 Est. Cost $91.85 Unrealized +86.4%
EOG EOG Resources Inc. 0.1%
Value ($000) $13,961 Shares 116,723 Est. Cost $60.58 Unrealized +85.0%
CWAN Clearwater Analytics Holdings Inc 0.1%
Value ($000) $13,961 Shares 636,610 Est. Cost $26.71 Unrealized -13.9%
LLY Eli Lilly & Co. 0.1%
Value ($000) $13,572 Shares 17,410 Est. Cost $248.50 Unrealized +211.2%
AVY Avery Dennison Corporation 0.1%
Value ($000) $13,383 Shares 76,270 Est. Cost $169.18 Unrealized +2.1%
GOOG Alphabet Inc. 0.1%
Value ($000) $13,327 Shares 75,130 Est. Cost $114.66 Unrealized +43.8%
PATK Patrick Industries Inc. 0.1%
Value ($000) $12,946 Shares 140,309 Est. Cost $54.68 Unrealized +53.9%
TROW Price T Rowe Group Inc. 0.1%
Value ($000) $12,908 Shares 133,763 Est. Cost $67.45 Unrealized +31.4%
CHH Choice Hotels International, Inc. 0.1%
Value ($000) $12,788 Shares 100,792 Est. Cost $123.49 Unrealized +1.5%
UMBF UMB Financial Corp. 0.1%
Value ($000) $12,763 Shares 121,366 Est. Cost $72.75 Unrealized +37.1%
TBBK Bancorp Inc 0.1%
Value ($000) $12,680 Shares 222,580 Est. Cost $25.92 Unrealized +95.1%
ENTG Entegris Inc 0.1%
Value ($000) $12,508 Shares 155,093 Est. Cost $91.37 Unrealized -17.1%
POOL Pool Corporation 0.1%
Value ($000) $12,360 Shares 42,404 Est. Cost $136.99 Unrealized +118.4%
GPI Group 1 Automotive, Inc. 0.1%
Value ($000) $11,939 Shares 27,337 Est. Cost $176.28 Unrealized +138.1%
IWF iShares Trust RUS 1000 GRW ETF 0.1%
Value ($000) $11,935 Shares 28,109 Est. Cost $376.75 Unrealized
SMPL Simply Good Foods Company 0.1%
Value ($000) $11,919 Shares 377,312 Est. Cost $33.38 Unrealized +4.2%
CVX Chevron Corp. 0.1%
Value ($000) $11,828 Shares 82,601 Est. Cost $130.38 Unrealized +5.1%
WTFC Wintrust Financial Corporation 0.1%
Value ($000) $11,297 Shares 91,117 Est. Cost $60.21 Unrealized +90.5%
VBK Vanguard Index Funds SML CP GRW ETF 0.1%
Value ($000) $10,757 Shares 38,842 Est. Cost $256.74 Unrealized
TRMB Trimble Inc 0.1%
Value ($000) $10,513 Shares 138,370 Est. Cost $64.06 Unrealized +4.9%
ASML ASML Holding N.V. 0.1%
Value ($000) $10,372 Shares 12,942 Est. Cost $628.75 Unrealized
CDNS Cadence Design Systems, Inc. 0.1%
Value ($000) $10,318 Shares 33,485 Est. Cost $226.56 Unrealized +28.3%
IESC IES Holdings Inc. 0.1%
Value ($000) $10,265 Shares 34,652 Est. Cost $235.67 Unrealized 0.0%
HURN Huron Consulting Group Inc. 0.1%
Value ($000) $10,193 Shares 74,111 Est. Cost $78.59 Unrealized +80.8%
WDAY Workday Inc 0.1%
Value ($000) $9,965 Shares 41,521 Est. Cost $209.33 Unrealized +16.4%
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $9,578 Shares 142,017 Est. Cost $63.18 Unrealized +3.1%
PLTR Palantir Technologies Inc 0.1%
Value ($000) $9,133 Shares 67,000 Est. Cost $91.28 Unrealized +28.5%
Couchbase Inc 0.1%
Value ($000) $8,693 Shares 356,564 Est. Cost $15.75 Unrealized
CALM Cal-Maine Foods Inc. 0.1%
Value ($000) $8,670 Shares 87,020 Est. Cost $47.27 Unrealized +90.8%
CNX CNX Resources Corporation 0.1%
Value ($000) $8,601 Shares 255,362 Est. Cost $16.05 Unrealized +96.3%
BOH Bank of Hawaii Corp. 0.1%
Value ($000) $8,115 Shares 120,176 Est. Cost $66.63 Unrealized -3.0%
HE Hawaiian Electric Industries, Inc. 0.1%
Value ($000) $8,093 Shares 761,375 Est. Cost $10.10 Unrealized +3.2%
OKTA Okta Inc. 0.1%
Value ($000) $8,021 Shares 80,238 Est. Cost $87.41 Unrealized +22.2%
BKR Baker Hughes Company 0.1%
Value ($000) $7,984 Shares 208,242 Est. Cost $39.54 Unrealized -5.7%
NSSC NAPCO Security Technologies Inc. 0.1%
Value ($000) $7,793 Shares 262,494 Est. Cost $33.75 Unrealized -24.6%
TDS Telephone and Data Systems Inc. 0.1%
Value ($000) $7,725 Shares 217,123 Est. Cost $21.44 Unrealized +63.7%
STAG STAG Industrial, Inc. 0.1%
Value ($000) $7,661 Shares 211,165 Est. Cost $32.12 Unrealized
SIGI Selective Insurance Group Inc. 0.1%
Value ($000) $7,611 Shares 87,835 Est. Cost $85.73 Unrealized +0.4%
EXLS ExlService Holdings Inc. 0.1%
Value ($000) $7,584 Shares 173,185 Est. Cost $45.70 Unrealized 0.0%
THG The Hanover Insurance Group, Inc. 0.1%
Value ($000) $7,511 Shares 44,215 Est. Cost $117.87 Unrealized +39.7%
HQY Healthequity Inc 0.0%
Value ($000) $7,149 Shares 68,241 Est. Cost $99.06 Unrealized -4.3%
FNB F N B Corp (Pennsylvania) 0.0%
Value ($000) $6,996 Shares 479,804 Est. Cost $12.87 Unrealized +3.0%
BKU BankUnited Inc. 0.0%
Value ($000) $6,958 Shares 195,492 Est. Cost $27.66 Unrealized +18.5%
GPOR Gulfport Energy Operating Corp. 0.0%
Value ($000) $6,905 Shares 34,324 Est. Cost $186.46 Unrealized 0.0%
WAFD WaFd Inc 0.0%
Value ($000) $6,611 Shares 225,798 Est. Cost $26.77 Unrealized +2.5%
MQ Marqeta Inc 0.0%
Value ($000) $6,594 Shares 1,131,087 Est. Cost $5.35 Unrealized -11.2%
NOMD Nomad Foods Ltd. 0.0%
Value ($000) $6,357 Shares 374,145 Est. Cost $18.27 Unrealized +0.5%
PCH Potlatchdeltic Corp. 0.0%
Value ($000) $6,177 Shares 160,984 Est. Cost $48.72 Unrealized
CWEN Clearway Energy Inc 0.0%
Value ($000) $6,158 Shares 192,426 Est. Cost $22.67 Unrealized +27.0%
ACVA ACV Auctions Inc 0.0%
Value ($000) $6,116 Shares 377,063 Est. Cost $16.05 Unrealized -3.0%
PG The Procter & Gamble Co. 0.0%
Value ($000) $5,998 Shares 37,649 Est. Cost $102.29 Unrealized +57.2%
GTY Getty Realty Corp 0.0%
Value ($000) $5,988 Shares 216,649 Est. Cost $29.76 Unrealized
WINA Winmark Corp. 0.0%
Value ($000) $5,941 Shares 15,734 Est. Cost $375.86 Unrealized +2.9%
CNO CNO Financial Group, Inc. 0.0%
Value ($000) $5,765 Shares 149,434 Est. Cost $21.95 Unrealized +71.5%
SEI Solaris Energy Infrastructure Inc 0.0%
Value ($000) $5,716 Shares 202,041 Est. Cost $11.60 Unrealized +101.2%
ALKT Alkami Technology Inc. 0.0%
Value ($000) $5,484 Shares 181,953 Est. Cost $27.80 Unrealized 0.0%
APLE Apple Hospitality Reit Inc 0.0%
Value ($000) $5,450 Shares 466,981 Est. Cost $14.80 Unrealized
XOM Exxon Mobil Corp. 0.0%
Value ($000) $5,438 Shares 50,441 Est. Cost $108.78 Unrealized -3.9%
MHO M/I Homes Inc. 0.0%
Value ($000) $5,437 Shares 48,491 Est. Cost $53.28 Unrealized +103.9%
BKH Black Hills Corporation 0.0%
Value ($000) $5,256 Shares 93,692 Est. Cost $50.46 Unrealized +11.9%
AUB Atlantic Union Bankshares Corp 0.0%
Value ($000) $5,230 Shares 167,213 Est. Cost $27.78 Unrealized 0.0%
POR Portland General Electric Company 0.0%
Value ($000) $5,184 Shares 127,598 Est. Cost $37.86 Unrealized +7.0%
CCJ Cameco Corporation 0.0%
Value ($000) $5,158 Shares 69,491 Est. Cost $53.26 Unrealized 0.0%
ACMR Acm Research Inc 0.0%
Value ($000) $5,107 Shares 197,176 Est. Cost $22.49 Unrealized 0.0%
AMAL Amalgamated Financial Corp. 0.0%
Value ($000) $4,967 Shares 159,189 Est. Cost $33.53 Unrealized -14.0%
LCII LCI Industries 0.0%
Value ($000) $4,950 Shares 54,282 Est. Cost $99.58 Unrealized -16.8%
MOD Modine Manufacturing Co. 0.0%
Value ($000) $4,926 Shares 50,007 Est. Cost $24.96 Unrealized +257.6%
TCBI Texas Capital Bancshares, Inc. 0.0%
Value ($000) $4,913 Shares 61,880 Est. Cost $77.73 Unrealized -7.8%
BWXT BWX Technologies Inc. 0.0%
Value ($000) $4,854 Shares 33,691 Est. Cost $116.37 Unrealized 0.0%
HL Hecla Mining Company 0.0%
Value ($000) $4,755 Shares 793,812 Est. Cost $3.85 Unrealized +42.9%
DHT DHT Holdings Inc. 0.0%
Value ($000) $4,662 Shares 431,295 Est. Cost $4.75 Unrealized +124.6%
SR Spire Inc 0.0%
Value ($000) $4,444 Shares 60,891 Est. Cost $72.11 Unrealized
ATEC Alphatec Holdings Inc. 0.0%
Value ($000) $4,308 Shares 388,135 Est. Cost $10.02 Unrealized +14.6%
OZK Bank OZK Little Rock Arkansas 0.0%
Value ($000) $4,033 Shares 85,702 Est. Cost $35.81 Unrealized +18.7%
HIW Highwoods Properties, Inc. 0.0%
Value ($000) $4,002 Shares 128,713 Est. Cost $27.94 Unrealized
SMMD iShares Trust RUSEL 2500 ETF 0.0%
Value ($000) $3,910 Shares 57,687 Est. Cost $63.94 Unrealized
CENX Century Aluminum Company 0.0%
Value ($000) $3,909 Shares 216,924 Est. Cost $19.51 Unrealized -13.0%
WERN Werner Enterprises Inc. 0.0%
Value ($000) $3,885 Shares 141,993 Est. Cost $40.45 Unrealized -32.4%
CLSK CleanSpark Inc. 0.0%
Value ($000) $3,860 Shares 349,916 Est. Cost $9.47 Unrealized -6.0%
ACHC Acadia Healthcare Company, Inc. 0.0%
Value ($000) $3,858 Shares 170,037 Est. Cost $49.74 Unrealized -52.4%
AMLP ALPS ETF Trust ALERIAN MLP 0.0%
Value ($000) $3,696 Shares 75,653 Est. Cost $38.07 Unrealized
BDN Brandywine Realty Trust 0.0%
Value ($000) $3,584 Shares 835,340 Est. Cost $7.39 Unrealized
CRDO Credo Technology Group Holding Ltd 0.0%
Value ($000) $3,509 Shares 37,896 Est. Cost $58.32 Unrealized 0.0%
MLTX MoonLake Immunotherapeutics 0.0%
Value ($000) $3,439 Shares 72,851 Est. Cost $47.23 Unrealized -13.7%
VWO Vanguard International Equity Index Funds FTSE EMR MKT ETF 0.0%
Value ($000) $3,402 Shares 68,782 Est. Cost $41.78 Unrealized
CMC Commercial Metals Company 0.0%
Value ($000) $3,367 Shares 68,850 Est. Cost $29.18 Unrealized +57.3%
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $3,327 Shares 68,404 Est. Cost $58.41 Unrealized -33.7%
MNST Monster Beverage Corp 0.0%
Value ($000) $3,281 Shares 52,380 Est. Cost $61.11 Unrealized 0.0%
TALO Talos Energy Inc 0.0%
Value ($000) $3,260 Shares 384,387 Est. Cost $13.23 Unrealized -39.5%
AVA Avista Corporation 0.0%
Value ($000) $3,237 Shares 85,294 Est. Cost $35.44 Unrealized +7.8%
ADBE Adobe Inc 0.0%
Value ($000) $3,235 Shares 8,361 Est. Cost $100.84 Unrealized +282.1%
EQIX Equinix, Inc. 0.0%
Value ($000) $3,193 Shares 4,014 Est. Cost $260.21 Unrealized +221.2%
ANGL VanEck ETF Trust FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $3,107 Shares 106,124 Est. Cost $27.02 Unrealized
FHI Federated Hermes Inc 0.0%
Value ($000) $3,085 Shares 69,616 Est. Cost $31.31 Unrealized +28.4%
CP Canadian Pacific Kansas City Ltd. 0.0%
Value ($000) $3,015 Shares 38,029 Est. Cost $75.65 Unrealized +1.2%
MTDR Matador Resources Company 0.0%
Value ($000) $2,952 Shares 61,865 Est. Cost $34.61 Unrealized +27.6%
PFF iShares Trust PFD AND INCM SEC 0.0%
Value ($000) $2,869 Shares 93,529 Est. Cost $36.81 Unrealized
Brookline Bancorp, Inc. 0.0%
Value ($000) $2,822 Shares 267,456 Est. Cost $14.37 Unrealized
USRT iShares Trust CRE U S REIT ETF 0.0%
Value ($000) $2,745 Shares 48,525 Est. Cost $67.47 Unrealized
URI United Rentals, Inc. 0.0%
Value ($000) $2,688 Shares 3,568 Est. Cost $230.10 Unrealized +189.2%
BLBD Blue Bird Corp. 0.0%
Value ($000) $2,684 Shares 62,178 Est. Cost $38.08 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $2,543 Shares 3,229 Est. Cost $276.89 Unrealized +143.6%
CAML Congress Large Cap Growth ETF 0.0%
Value ($000) $2,475 Shares 67,499 Est. Cost $36.67 Unrealized
POWL Powell Industries Inc. 0.0%
Value ($000) $2,453 Shares 11,657 Est. Cost $180.41 Unrealized 0.0%
EFA iShares Trust MSCI EAFE ETF 0.0%
Value ($000) $2,432 Shares 27,211 Est. Cost $65.10 Unrealized
IMIDX Professionally Managed Portfolios CG MC GW INSTL 0.0%
Value ($000) $2,425 Shares 107,760 Est. Cost $22.50 Unrealized
IRT Independence Realty Trust Inc 0.0%
Value ($000) $2,373 Shares 134,155 Est. Cost $14.04 Unrealized
DRI Darden Restaurants, Inc. 0.0%
Value ($000) $2,338 Shares 10,728 Est. Cost $129.32 Unrealized +58.0%
IDA Idacorp Inc 0.0%
Value ($000) $2,284 Shares 19,780 Est. Cost $101.84 Unrealized +13.8%
FCN FTI Consulting, Inc. 0.0%
Value ($000) $2,281 Shares 14,121 Est. Cost $144.86 Unrealized +12.7%
CVI CVR Energy Inc. 0.0%
Value ($000) $2,268 Shares 84,479 Est. Cost $15.02 Unrealized +46.6%
Dynavax Technologies Corp. 0.0%
Value ($000) $2,261 Shares 227,915 Est. Cost $12.34 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $2,230 Shares 7,205 Est. Cost $176.94 Unrealized +60.3%
WMT Walmart Inc 0.0%
Value ($000) $2,192 Shares 22,422 Est. Cost $85.80 Unrealized +10.4%
PLXS Plexus Corp 0.0%
Value ($000) $2,186 Shares 16,157 Est. Cost $95.31 Unrealized +34.5%
EVH Evolent Health, Inc. 0.0%
Value ($000) $2,114 Shares 187,762 Est. Cost $21.27 Unrealized -56.8%
CSMD Congress SMID Growth ETF 0.0%
Value ($000) $2,091 Shares 67,059 Est. Cost $31.18 Unrealized
APD Air Products & Chemicals, Inc. 0.0%
Value ($000) $2,057 Shares 7,293 Est. Cost $268.06 Unrealized +0.0%
SPY Spdr S&P 500 Etf Trust TR UNIT 0.0%
Value ($000) $2,013 Shares 3,259 Est. Cost $517.63 Unrealized
AOK iShares Trust CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $1,960 Shares 50,155 Est. Cost $36.89 Unrealized
VUG Vanguard Index Funds GROWTH ETF 0.0%
Value ($000) $1,925 Shares 4,390 Est. Cost $350.95 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $1,910 Shares 13,557 Est. Cost $119.51 Unrealized +1.2%
TMUS T-Mobile US Inc 0.0%
Value ($000) $1,903 Shares 7,988 Est. Cost $223.42 Unrealized +8.1%
HON Honeywell International Inc. 0.0%
Value ($000) $1,890 Shares 8,114 Est. Cost $142.97 Unrealized +39.6%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $1,819 Shares 415,367 Est. Cost $4.62 Unrealized -16.2%
VSS Vanguard International Equity Index Funds FTSE SMCAP ETF 0.0%
Value ($000) $1,747 Shares 13,003 Est. Cost $97.68 Unrealized
MTH Meritage Homes Corp 0.0%
Value ($000) $1,746 Shares 26,075 Est. Cost $84.72 Unrealized -21.8%
ACLX Arcellx Inc 0.0%
Value ($000) $1,660 Shares 25,209 Est. Cost $43.15 Unrealized +44.3%
AAXJ iShares Trust MSCI AC ASIA ETF 0.0%
Value ($000) $1,648 Shares 19,944 Est. Cost $72.18 Unrealized
PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust OPTIMUM YIELD 0.0%
Value ($000) $1,599 Shares 122,637 Est. Cost $15.30 Unrealized
TDY Teledyne Technologies Inc 0.0%
Value ($000) $1,494 Shares 2,917 Est. Cost $309.45 Unrealized +55.9%
PAVE Global X Funds US INFR DEV ETF 0.0%
Value ($000) $1,491 Shares 34,221 Est. Cost $29.44 Unrealized
TXN Texas Instruments Incorporated 0.0%
Value ($000) $1,472 Shares 7,091 Est. Cost $193.15 Unrealized -9.8%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1,460 Shares 6,683 Est. Cost $121.14 Unrealized +59.1%
KO Coca-Cola Co (The) 0.0%
Value ($000) $1,437 Shares 20,318 Est. Cost $63.09 Unrealized +10.6%
IJR iShares Trust CORE S&P SCP ETF 0.0%
Value ($000) $1,383 Shares 12,657 Est. Cost $75.12 Unrealized
IDXX IDEXX Laboratories Inc. 0.0%
Value ($000) $1,354 Shares 2,524 Est. Cost $318.56 Unrealized +50.1%
GD General Dynamics Corporation 0.0%
Value ($000) $1,337 Shares 4,585 Est. Cost $281.95 Unrealized -3.4%
VOT Vanguard Index Funds MCAP GR IDXVIP 0.0%
Value ($000) $1,315 Shares 4,625 Est. Cost $262.97 Unrealized
TTWO Take-Two Interactive Software Inc. 0.0%
Value ($000) $1,293 Shares 5,325 Est. Cost $126.34 Unrealized +78.3%
RMD ResMed Inc. 0.0%
Value ($000) $1,288 Shares 4,990 Est. Cost $65.92 Unrealized +260.0%
PGR The Progressive Corporation 0.0%
Value ($000) $1,277 Shares 4,785 Est. Cost $36.40 Unrealized +607.5%
SPGI S&P Global Inc 0.0%
Value ($000) $1,276 Shares 2,421 Est. Cost $369.18 Unrealized +34.5%
MRVL Marvell Technology Inc 0.0%
Value ($000) $1,186 Shares 15,325 Est. Cost $62.28 Unrealized 0.0%
TNGX Tango Therapeutics Inc. 0.0%
Value ($000) $1,163 Shares 227,194 Est. Cost $7.47 Unrealized -66.9%
CRM Salesforce Inc. 0.0%
Value ($000) $1,121 Shares 4,111 Est. Cost $273.58 Unrealized -2.8%
VRT Vertiv Holdings Co 0.0%
Value ($000) $1,114 Shares 8,674 Est. Cost $32.86 Unrealized +195.6%
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $1,112 Shares 3,605 Est. Cost $104.34 Unrealized +189.8%
CSMCX Congress Small Cap Growth Fund 0.0%
Value ($000) $1,005 Shares 21,205 Est. Cost $47.40 Unrealized
VOO Vanguard Index Funds S&P 500 ETF SHS 0.0%
Value ($000) $972 Shares 1,711 Est. Cost $361.82 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $957 Shares 5,156 Est. Cost $67.15 Unrealized +172.0%
ROP Roper Technologies Inc 0.0%
Value ($000) $951 Shares 1,677 Est. Cost $260.34 Unrealized +115.9%
NTAP NetApp Inc. 0.0%
Value ($000) $920 Shares 8,638 Est. Cost $93.51 Unrealized 0.0%
TREE Lendingtree Inc 0.0%
Value ($000) $916 Shares 24,719 Est. Cost $80.95 Unrealized
ROK Rockwell Automation, Inc. 0.0%
Value ($000) $897 Shares 2,702 Est. Cost $138.46 Unrealized +103.8%
CHD Church & Dwight Co Inc. 0.0%
Value ($000) $897 Shares 9,332 Est. Cost $43.48 Unrealized +125.0%
MAR Marriott International, Inc. 0.0%
Value ($000) $895 Shares 3,277 Est. Cost $124.31 Unrealized +100.5%
DE Deere & Company 0.0%
Value ($000) $833 Shares 1,639 Est. Cost $347.04 Unrealized +39.7%
TFC Truist Financial Corp. 0.0%
Value ($000) $810 Shares 18,848 Est. Cost $42.32 Unrealized -10.2%
IVV iShares Trust CORE S&P500 ETF 0.0%
Value ($000) $808 Shares 1,301 Est. Cost $583.50 Unrealized
MDY Spdr S&P Midcap 400 Etf Trust UTSER1 S&PDCRP 0.0%
Value ($000) $768 Shares 1,356 Est. Cost $556.80 Unrealized
CAMLX Professionally Managed Portfolios CNG LGCP GRW RT 0.0%
Value ($000) $732 Shares 14,958 Est. Cost $48.96 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $710 Shares 4,648 Est. Cost $80.44 Unrealized +87.5%
BK The Bank of New York Mellon Corp. 0.0%
Value ($000) $695 Shares 7,632 Est. Cost $43.15 Unrealized +94.5%
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $687 Shares 2,202 Est. Cost $247.00 Unrealized +51.8%
CHDN Churchill Downs Inc 0.0%
Value ($000) $667 Shares 6,605 Est. Cost $93.00 Unrealized +4.8%
HPQ HP Inc 0.0%
Value ($000) $622 Shares 25,410 Est. Cost $24.71 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc. 0.0%
Value ($000) $607 Shares 1,250 Est. Cost $193.34 Unrealized +162.7%
SO Southern Co. 0.0%
Value ($000) $600 Shares 6,533 Est. Cost $51.89 Unrealized +69.6%
MRK Merck & Co., Inc 0.0%
Value ($000) $580 Shares 7,321 Est. Cost $54.11 Unrealized +43.0%
IWM iShares Trust RUSSELL 2000 ETF 0.0%
Value ($000) $572 Shares 2,650 Est. Cost $215.79 Unrealized
USPRX Victory Portfolios Iii 500 INDX REWARD 0.0%
Value ($000) $552 Shares 7,114 Est. Cost $77.58 Unrealized
RLAY Relay Therapeutics Inc 0.0%
Value ($000) $542 Shares 156,700 Est. Cost $11.91 Unrealized -75.0%
IWO iShares Trust RUS 2000 GRW ETF 0.0%
Value ($000) $541 Shares 1,894 Est. Cost $286.58 Unrealized
ITW Illinois Tool Works Inc. 0.0%
Value ($000) $537 Shares 2,172 Est. Cost $80.12 Unrealized +196.0%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $506 Shares 2,760 Est. Cost $81.37 Unrealized +109.5%
XLK Select Sector Spdr Trust TECHNOLOGY 0.0%
Value ($000) $501 Shares 1,980 Est. Cost $232.52 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $499 Shares 2,723 Est. Cost $157.45 Unrealized 0.0%
QLYS Qualys Inc 0.0%
Value ($000) $487 Shares 3,411 Est. Cost $89.46 Unrealized +48.0%
KEYS Keysight Technologies, Inc. 0.0%
Value ($000) $459 Shares 2,803 Est. Cost $63.78 Unrealized +139.0%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $457 Shares 3,190 Est. Cost $100.69 Unrealized +21.2%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $456 Shares 2,087 Est. Cost $184.60 Unrealized +20.9%
FXI iShares Trust CHINA LG-CAP ETF 0.0%
Value ($000) $438 Shares 11,914 Est. Cost $25.99 Unrealized
ONTO Onto Innovation Inc. 0.0%
Value ($000) $427 Shares 4,233 Est. Cost $151.62 Unrealized -29.6%
TSLA Tesla Inc 0.0%
Value ($000) $418 Shares 1,315 Est. Cost $330.83 Unrealized -8.9%
UNP Union Pacific Corporation 0.0%
Value ($000) $385 Shares 1,673 Est. Cost $136.27 Unrealized +60.3%
WSM Williams-Sonoma Inc. 0.0%
Value ($000) $382 Shares 2,338 Est. Cost $99.92 Unrealized +55.8%
IJK iShares Trust S&P MC 400GR ETF 0.0%
Value ($000) $380 Shares 4,181 Est. Cost $90.75 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $378 Shares 2,782 Est. Cost $79.17 Unrealized +65.0%
DFEOX Dfa Invt Dimensions Group Inc US CORE EQ 1PT 0.0%
Value ($000) $373 Shares 8,266 Est. Cost $45.17 Unrealized
LRCX Lam Research Corporation 0.0%
Value ($000) $369 Shares 3,788 Est. Cost $76.04 Unrealized +3.7%
SAIA Saia Inc 0.0%
Value ($000) $362 Shares 1,321 Est. Cost $271.49 Unrealized +5.0%
SLB Schlumberger Limited 0.0%
Value ($000) $352 Shares 10,400 Est. Cost $33.41 Unrealized +1.6%
MUB iShares Trust NATIONAL MUN ETF 0.0%
Value ($000) $351 Shares 3,364 Est. Cost $104.48 Unrealized
TER Teradyne Inc. 0.0%
Value ($000) $347 Shares 3,860 Est. Cost $119.25 Unrealized -33.2%
BDX Becton, Dickinson and Company 0.0%
Value ($000) $345 Shares 2,005 Est. Cost $191.33 Unrealized -5.7%
FCX Freeport-McMoRan Inc. 0.0%
Value ($000) $344 Shares 7,933 Est. Cost $30.59 Unrealized +23.2%
FN Fabrinet 0.0%
Value ($000) $330 Shares 1,120 Est. Cost $171.38 Unrealized +30.0%
JHEQX JP Morgan Trust I HEDGED EQUITY I 0.0%
Value ($000) $304 Shares 9,173 Est. Cost $33.10 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $299 Shares 599 Est. Cost $492.55 Unrealized -1.3%
VRSK Verisk Analytics, Inc. 0.0%
Value ($000) $288 Shares 925 Est. Cost $206.53 Unrealized +46.1%
MTD Mettler-Toledo International Inc 0.0%
Value ($000) $274 Shares 233 Est. Cost $419.10 Unrealized +166.6%
LOW Lowes Companies, Inc. 0.0%
Value ($000) $268 Shares 1,210 Est. Cost $195.80 Unrealized +12.7%
WTS Watts Water Technologies Inc. 0.0%
Value ($000) $266 Shares 1,082 Est. Cost $188.85 Unrealized +19.1%
SSD Simpson Manufacturing Co Inc. 0.0%
Value ($000) $262 Shares 1,684 Est. Cost $187.16 Unrealized -17.7%
SCCO Southern Copper Corporation 0.0%
Value ($000) $254 Shares 2,515 Est. Cost $67.36 Unrealized +29.2%
ODFL Old Dominion Freight Line Inc. 0.0%
Value ($000) $251 Shares 1,546 Est. Cost $184.96 Unrealized -14.2%
CNI Canadian National Railway Company 0.0%
Value ($000) $250 Shares 2,405 Est. Cost $50.58 Unrealized +98.9%
PNC PNC Financial Services Group Inc. 0.0%
Value ($000) $239 Shares 1,280 Est. Cost $167.50 Unrealized -0.9%
QQQ Invesco QQQ Trust, Series 1 UNIT SER 1 0.0%
Value ($000) $233 Shares 422 Est. Cost $444.02 Unrealized
CRTO Criteo S.A 0.0%
Value ($000) $232 Shares 9,689 Est. Cost $39.26 Unrealized
The AZEK Company Inc 0.0%
Value ($000) $224 Shares 4,123 Est. Cost $38.16 Unrealized
Ansys Inc 0.0%
Value ($000) $212 Shares 605 Est. Cost $351.22 Unrealized
AMT American Tower Corporation 0.0%
Value ($000) $206 Shares 933 Est. Cost $189.52 Unrealized +11.0%
SNOXX Charles Schwab Family Of Funds TREAS OB MNY INV 0.0%
Value ($000) $185 Shares 184,623 Est. Cost $1.00 Unrealized
ORRCF Oroco Resources Co 0.0%
Value ($000) $5 Shares 21,675 Est. Cost $0.64 Unrealized -61.3%