ADVISORY RESEARCH INC Diversified Active

CIK: 0000902584 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $648,332 (100.0% shares, 0.0% debt)

Holdings (331)

MSFT Microsoft Corp 2.7%
Value ($000) $17,780 Shares 47,283 Est. Cost $259.02 Unrealized +35.3%
Enstar Group Limited Shs 2.5%
Value ($000) $16,499 Shares 56,054 Est. Cost $193.97 Unrealized
MLR Miller Industries Inc. 2.3%
Value ($000) $14,854 Shares 351,238 Est. Cost $25.96 Unrealized +46.3%
MDC Holdings 2.3%
Value ($000) $14,735 Shares 266,691 Est. Cost $43.53 Unrealized
PRSU Viad Corp 2.1%
Value ($000) $13,439 Shares 371,244 Est. Cost $25.52 Unrealized +18.6%
AVGO Broadcom Incorporated 2.0%
Value ($000) $13,060 Shares 11,700 Est. Cost $55.74 Unrealized +65.5%
BELFB Bel Fuse Inc. Class B 2.0%
Value ($000) $12,699 Shares 190,186 Est. Cost $52.68 Unrealized +0.9%
INTU Intuit 1.9%
Value ($000) $11,998 Shares 19,196 Est. Cost $501.91 Unrealized +8.5%
ALKT Alkami Technology Inc 1.8%
Value ($000) $11,720 Shares 483,304 Est. Cost $14.25 Unrealized +46.3%
ABG Asbury Automotive Group 1.8%
Value ($000) $11,605 Shares 51,583 Est. Cost $174.95 Unrealized +20.8%
UNH UnitedHealth Group Inc 1.8%
Value ($000) $11,492 Shares 21,828 Est. Cost $244.76 Unrealized +108.9%
HUBB Hubbell Incorporated Class B 1.7%
Value ($000) $11,325 Shares 34,431 Est. Cost $136.01 Unrealized +115.0%
PFGC Performance Food Group 1.7%
Value ($000) $11,068 Shares 160,054 Est. Cost $47.39 Unrealized +29.7%
AAPL Apple Inc 1.7%
Value ($000) $11,024 Shares 57,261 Est. Cost $154.88 Unrealized +18.0%
ACWI iShares MSCI ACWI ETF 1.6%
Value ($000) $10,245 Shares 100,673 Est. Cost $101.55 Unrealized
RS Reliance Steel & Aluminum 1.4%
Value ($000) $9,161 Shares 32,756 Est. Cost $117.74 Unrealized +125.5%
MCRI Monarch Casino and Resorts Inc 1.3%
Value ($000) $8,555 Shares 123,721 Est. Cost $67.99 Unrealized -6.3%
ABBV Abbvie Incorporated 1.2%
Value ($000) $8,081 Shares 52,148 Est. Cost $81.13 Unrealized +67.3%
ESI Element Solutions Incorporated 1.2%
Value ($000) $7,944 Shares 343,308 Est. Cost $13.30 Unrealized +47.5%
SHV iShares Short Treasury Bond ETF 1.0%
Value ($000) $6,668 Shares 60,543 Est. Cost $110.18 Unrealized
FERG1GBX Ferguson PLC 1.0%
Value ($000) $6,622 Shares 34,301 Est. Cost $126.60 Unrealized
TSM Taiwan Semiconductor-SP ADR 1.0%
Value ($000) $6,597 Shares 63,434 Est. Cost $100.92 Unrealized
OTEX Open Text Corporation 1.0%
Value ($000) $6,246 Shares 148,633 Est. Cost $36.76 Unrealized -5.0%
RXST RxSight, Inc. 0.9%
Value ($000) $5,948 Shares 147,510 Est. Cost $25.02 Unrealized +17.2%
KB KB Financial Group Incorporated 0.9%
Value ($000) $5,911 Shares 142,871 Est. Cost $40.12 Unrealized
DUOL Duolingo, Inc. Class A 0.8%
Value ($000) $5,376 Shares 23,698 Est. Cost $131.38 Unrealized +48.0%
VVV Valvoline Incorporated 0.8%
Value ($000) $5,353 Shares 142,449 Est. Cost $23.12 Unrealized +44.8%
EEX Emerald Holding Inc. 0.8%
Value ($000) $5,168 Shares 864,205 Est. Cost $4.42 Unrealized +16.6%
TRS Trimas Corporation 0.8%
Value ($000) $5,062 Shares 199,840 Est. Cost $24.72 Unrealized 0.0%
OSCR Oscar Health, Inc. Class A 0.8%
Value ($000) $4,970 Shares 543,138 Est. Cost $7.01 Unrealized -1.6%
MRK Merck & Co., Inc. 0.8%
Value ($000) $4,918 Shares 45,108 Est. Cost $104.47 Unrealized -7.3%
KO Coca Cola 0.8%
Value ($000) $4,896 Shares 83,074 Est. Cost $47.80 Unrealized +11.4%
GSK GSK PLC Sponsored Adr 0.8%
Value ($000) $4,890 Shares 131,940 Est. Cost $36.23 Unrealized
DVN Devon Energy 0.7%
Value ($000) $4,516 Shares 99,686 Est. Cost $28.09 Unrealized +51.0%
IOT Samsara, Inc. Class A 0.7%
Value ($000) $4,479 Shares 134,193 Est. Cost $14.30 Unrealized +94.2%
LAMR Lamar Advertising Company Class A 0.7%
Value ($000) $4,418 Shares 41,570 Est. Cost $84.85 Unrealized
CNNE Cannae Holdings Incorporated 0.7%
Value ($000) $4,416 Shares 226,325 Est. Cost $17.33 Unrealized 0.0%
VUSB Vanguard Ultra Short Bond ETF 0.7%
Value ($000) $4,328 Shares 87,535 Est. Cost $49.18 Unrealized
FA First Advantage Corp. 0.6%
Value ($000) $3,663 Shares 221,091 Est. Cost $15.11 Unrealized -3.2%
BWXT BWX Technologies, Inc. 0.6%
Value ($000) $3,617 Shares 47,138 Est. Cost $62.54 Unrealized +20.7%
WSO Watsco, Inc. 0.6%
Value ($000) $3,594 Shares 8,387 Est. Cost $344.25 Unrealized +12.6%
TMDX TransMedics Group, Inc. 0.6%
Value ($000) $3,569 Shares 45,216 Est. Cost $67.79 Unrealized -11.0%
FIBK First Interstate Bancsys-A 0.5%
Value ($000) $3,552 Shares 115,509 Est. Cost $26.40 Unrealized -15.1%
DFIN Donnelley Financial Solutions, Inc. 0.5%
Value ($000) $3,492 Shares 55,981 Est. Cost $38.46 Unrealized +48.2%
NIC Nicolet Bankshares Inc. 0.5%
Value ($000) $3,401 Shares 42,264 Est. Cost $73.96 Unrealized -1.2%
MOD Modine Manufacturing Company 0.5%
Value ($000) $3,307 Shares 55,402 Est. Cost $25.86 Unrealized +89.1%
XOM Exxon Mobil Corporation 0.5%
Value ($000) $3,302 Shares 33,022 Est. Cost $98.10 Unrealized -0.5%
GTES Gates Industrial Corporation Plc 0.5%
Value ($000) $3,233 Shares 240,898 Est. Cost $15.98 Unrealized -26.0%
HURN Huron Consulting Group Inc. 0.5%
Value ($000) $3,201 Shares 31,134 Est. Cost $65.67 Unrealized +56.3%
POWL Powell Industries, Inc. 0.5%
Value ($000) $3,118 Shares 35,276 Est. Cost $57.60 Unrealized +43.3%
CUBI Customers Bancorp, Inc. 0.5%
Value ($000) $3,116 Shares 54,080 Est. Cost $43.40 Unrealized 0.0%
ARES Ares Management Corporation 0.5%
Value ($000) $3,090 Shares 25,984 Est. Cost $54.73 Unrealized +87.2%
SYM Symbotic, Inc. Class A 0.5%
Value ($000) $3,061 Shares 59,634 Est. Cost $16.72 Unrealized +162.2%
Lam Research 0.5%
Value ($000) $2,948 Shares 3,764 Est. Cost $557.79 Unrealized
EQNR Equinor ASA-Spon ADR 0.5%
Value ($000) $2,941 Shares 92,948 Est. Cost $32.76 Unrealized
VOO Vanguard S&P 500 ETF 0.4%
Value ($000) $2,906 Shares 6,654 Est. Cost $303.74 Unrealized
ATI ATI Incorporated 0.4%
Value ($000) $2,827 Shares 62,179 Est. Cost $34.95 Unrealized +18.8%
SKY Skyline Champion Corp. 0.4%
Value ($000) $2,815 Shares 37,904 Est. Cost $55.37 Unrealized +13.5%
HD Home Depot Inc 0.4%
Value ($000) $2,803 Shares 8,089 Est. Cost $318.82 Unrealized -7.9%
WBS Webster Financial Corporation 0.4%
Value ($000) $2,683 Shares 52,866 Est. Cost $58.43 Unrealized -26.0%
ALG Alamo Group 0.4%
Value ($000) $2,657 Shares 12,640 Est. Cost $176.52 Unrealized +2.2%
TGLS Tecnoglass Inc. 0.4%
Value ($000) $2,603 Shares 56,941 Est. Cost $32.27 Unrealized +10.5%
VCSH Vanguard S/T Corp Bond ETF 0.4%
Value ($000) $2,572 Shares 33,249 Est. Cost $82.23 Unrealized
MNDY monday.com Ltd. 0.4%
Value ($000) $2,562 Shares 13,639 Est. Cost $151.68 Unrealized +6.1%
BC Brunswick Corporation 0.4%
Value ($000) $2,530 Shares 26,152 Est. Cost $64.48 Unrealized +17.1%
MTG MGIC Investment Corporation 0.4%
Value ($000) $2,517 Shares 130,471 Est. Cost $14.44 Unrealized +22.6%
CASS Cass Information Systems Inc. 0.4%
Value ($000) $2,508 Shares 55,666 Est. Cost $40.28 Unrealized -5.6%
VIG Vanguard Dividend Appreciation ETF 0.4%
Value ($000) $2,478 Shares 14,544 Est. Cost $127.04 Unrealized
SG Sweetgreen, Inc. Class A 0.4%
Value ($000) $2,443 Shares 216,185 Est. Cost $10.49 Unrealized +0.3%
LMT Lockheed Martin 0.4%
Value ($000) $2,390 Shares 5,273 Est. Cost $370.57 Unrealized +12.6%
SouthState Corporation 0.4%
Value ($000) $2,373 Shares 28,104 Est. Cost $79.49 Unrealized
CVNA Carvana Company 0.4%
Value ($000) $2,361 Shares 44,597 Est. Cost $34.97 Unrealized +7.1%
IWM iShares Russell 2000 ETF 0.4%
Value ($000) $2,340 Shares 11,659 Est. Cost $200.71 Unrealized
CymaBay Therapeutics, Inc. 0.4%
Value ($000) $2,338 Shares 98,985 Est. Cost $10.95 Unrealized
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.3%
Value ($000) $2,253 Shares 27,713 Est. Cost $93.06 Unrealized
Spirit Aerosystems Holdings Inc. 0.3%
Value ($000) $2,173 Shares 68,383 Est. Cost $38.97 Unrealized
BLKB Blackbaud, Inc. 0.3%
Value ($000) $2,119 Shares 24,437 Est. Cost $71.63 Unrealized +5.6%
CDW CDW Corporation 0.3%
Value ($000) $2,089 Shares 9,191 Est. Cost $68.99 Unrealized +198.7%
FND Floor & Decor Holdings Incorporated 0.3%
Value ($000) $2,032 Shares 18,215 Est. Cost $74.56 Unrealized +23.5%
MMS Maximus Inc. 0.3%
Value ($000) $2,028 Shares 24,188 Est. Cost $77.42 Unrealized +3.0%
Super Micro Computer, Inc. 0.3%
Value ($000) $2,005 Shares 7,055 Est. Cost $274.22 Unrealized
IESC IES Holdings Incorporated 0.3%
Value ($000) $1,990 Shares 25,117 Est. Cost $59.97 Unrealized +16.3%
SPY SPDR S&P 500 ETF Trust 0.3%
Value ($000) $1,975 Shares 4,156 Est. Cost $467.19 Unrealized
JBTM John Bean Technologies Corp 0.3%
Value ($000) $1,975 Shares 19,860 Est. Cost $110.97 Unrealized -7.3%
ACN Accenture Plc 0.3%
Value ($000) $1,972 Shares 5,620 Est. Cost $292.35 Unrealized +7.0%
CRS Carpenter Technology Corporation 0.3%
Value ($000) $1,966 Shares 27,763 Est. Cost $64.82 Unrealized +2.3%
COUR Coursera Inc 0.3%
Value ($000) $1,913 Shares 98,785 Est. Cost $11.97 Unrealized +59.6%
DAC Danaos Corporation 0.3%
Value ($000) $1,902 Shares 25,684 Est. Cost $63.43 Unrealized +0.3%
FLR Fluor Corporation 0.3%
Value ($000) $1,881 Shares 48,013 Est. Cost $32.68 Unrealized +13.0%
VGSH Vanguard Short-Term Treasury ETF 0.3%
Value ($000) $1,841 Shares 31,567 Est. Cost $57.79 Unrealized
Interpublic Group 0.3%
Value ($000) $1,834 Shares 56,185 Est. Cost $31.20 Unrealized -11.5%
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $1,828 Shares 11,581 Est. Cost $116.15 Unrealized
JPM JPMorgan Chase & Co 0.3%
Value ($000) $1,809 Shares 10,636 Est. Cost $89.86 Unrealized +61.2%
STLD Steel Dynamics Incorporated 0.3%
Value ($000) $1,804 Shares 15,275 Est. Cost $58.63 Unrealized +84.0%
Blueprint Medicines Corp. 0.3%
Value ($000) $1,789 Shares 19,400 Est. Cost $82.86 Unrealized
IGIB IShares Intermediate-Term Corporate Bond ETF 0.3%
Value ($000) $1,745 Shares 33,566 Est. Cost $57.79 Unrealized
HQY HealthEquity Inc 0.3%
Value ($000) $1,743 Shares 26,285 Est. Cost $67.23 Unrealized +3.1%
AZO Autozone 0.3%
Value ($000) $1,732 Shares 670 Est. Cost $1409.82 Unrealized +84.0%
FRME First Merchants Corporation 0.3%
Value ($000) $1,712 Shares 46,175 Est. Cost $28.16 Unrealized +1.3%
GOOGL Alphabet Inc-Cl A 0.3%
Value ($000) $1,694 Shares 12,128 Est. Cost $109.89 Unrealized +21.4%
SOFI SoFi Technologies Incorporated 0.3%
Value ($000) $1,677 Shares 168,495 Est. Cost $7.27 Unrealized +9.3%
BRK/B Berkshire Hathaway Inc Del Cl B New 0.3%
Value ($000) $1,659 Shares 4,652 Est. Cost $196.93 Unrealized +78.2%
HDSN Hudson Technologies, Inc. 0.3%
Value ($000) $1,656 Shares 122,773 Est. Cost $9.76 Unrealized +32.4%
BAC Bank Of America 0.3%
Value ($000) $1,649 Shares 48,973 Est. Cost $30.91 Unrealized -10.7%
MBB iShares MBS ETF 0.3%
Value ($000) $1,648 Shares 17,518 Est. Cost $110.40 Unrealized
VERX Vertex, Inc. Class A 0.3%
Value ($000) $1,626 Shares 60,369 Est. Cost $21.33 Unrealized +20.2%
FTI TechnipFMC plc 0.2%
Value ($000) $1,609 Shares 79,897 Est. Cost $15.25 Unrealized +32.3%
AMZN Amazon.com Inc 0.2%
Value ($000) $1,603 Shares 10,552 Est. Cost $116.00 Unrealized +20.8%
NUVL Nuvalent, Inc. Class A 0.2%
Value ($000) $1,590 Shares 21,606 Est. Cost $48.79 Unrealized +26.8%
DCBO Docebo Incorporated 0.2%
Value ($000) $1,567 Shares 32,381 Est. Cost $38.57 Unrealized +15.6%
IBTE iShares iBonds Dec 2024 Term 0.2%
Value ($000) $1,531 Shares 64,180 Est. Cost $23.86 Unrealized
UNP Union Pacific Corporation 0.2%
Value ($000) $1,514 Shares 6,165 Est. Cost $105.14 Unrealized +99.0%
AXP American Express Company 0.2%
Value ($000) $1,508 Shares 8,048 Est. Cost $80.07 Unrealized +96.1%
Encore Wire Corporation 0.2%
Value ($000) $1,507 Shares 7,055 Est. Cost $206.70 Unrealized
PFSI PennyMac Financial Services, Inc. 0.2%
Value ($000) $1,498 Shares 16,952 Est. Cost $73.15 Unrealized 0.0%
UMBF UMB Financial Corporation 0.2%
Value ($000) $1,494 Shares 17,887 Est. Cost $70.34 Unrealized 0.0%
CCJ Cameco Corporation 0.2%
Value ($000) $1,494 Shares 34,674 Est. Cost $27.05 Unrealized +53.9%
MEDP Medpace Holdings, Inc. 0.2%
Value ($000) $1,481 Shares 4,832 Est. Cost $230.78 Unrealized +17.0%
TRN Trinity Industries 0.2%
Value ($000) $1,481 Shares 55,697 Est. Cost $18.95 Unrealized +15.6%
Avadel Pharmaceuticals Plc Sponsored ADR 0.2%
Value ($000) $1,478 Shares 104,654 Est. Cost $16.48 Unrealized
VEA Vanguard FTSE Developed ETF 0.2%
Value ($000) $1,476 Shares 30,809 Est. Cost $43.70 Unrealized
HLLY Holley Incorporated 0.2%
Value ($000) $1,440 Shares 295,753 Est. Cost $6.07 Unrealized -27.3%
ASPN Aspen Aerogels Incorporated 0.2%
Value ($000) $1,388 Shares 87,936 Est. Cost $9.38 Unrealized +10.1%
EXAS Exact Sciences Corporation 0.2%
Value ($000) $1,382 Shares 18,685 Est. Cost $56.38 Unrealized +16.2%
EXP Eagle Materials Inc. 0.2%
Value ($000) $1,380 Shares 6,805 Est. Cost $174.12 Unrealized 0.0%
VSEC VSE Corporation 0.2%
Value ($000) $1,368 Shares 21,179 Est. Cost $58.17 Unrealized 0.0%
NRG NRG Energy Incorporated 0.2%
Value ($000) $1,366 Shares 26,425 Est. Cost $35.52 Unrealized +22.3%
CPK Chesapeake Utilities 0.2%
Value ($000) $1,364 Shares 12,916 Est. Cost $94.81 Unrealized -4.2%
PI Impinj Incorporated 0.2%
Value ($000) $1,364 Shares 15,152 Est. Cost $72.85 Unrealized -1.5%
Championx Corporation 0.2%
Value ($000) $1,363 Shares 46,676 Est. Cost $22.02 Unrealized
CVX Chevron Corporation New 0.2%
Value ($000) $1,360 Shares 9,116 Est. Cost $96.98 Unrealized +42.1%
TWST Twist Bioscience Corporation 0.2%
Value ($000) $1,326 Shares 35,981 Est. Cost $20.77 Unrealized +11.3%
NTAP NetApp Incorporated 0.2%
Value ($000) $1,307 Shares 14,824 Est. Cost $76.25 Unrealized +1.0%
CAMT Camtek Ltd 0.2%
Value ($000) $1,298 Shares 18,715 Est. Cost $48.58 Unrealized +23.3%
WK Workiva, Inc. Class A 0.2%
Value ($000) $1,286 Shares 12,666 Est. Cost $82.53 Unrealized +16.9%
VO Vanguard Mid-Cap ETF 0.2%
Value ($000) $1,281 Shares 5,505 Est. Cost $169.21 Unrealized
UBER Uber Technologies Incorporated 0.2%
Value ($000) $1,275 Shares 20,703 Est. Cost $37.17 Unrealized +40.7%
YELP Yelp Inc 0.2%
Value ($000) $1,273 Shares 26,899 Est. Cost $44.14 Unrealized 0.0%
ALSN Allison Transmission Holding 0.2%
Value ($000) $1,242 Shares 21,351 Est. Cost $48.10 Unrealized +13.1%
TJX TJX Companies 0.2%
Value ($000) $1,239 Shares 13,212 Est. Cost $47.27 Unrealized +84.6%
CLBT Cellebrite DI Ltd. 0.2%
Value ($000) $1,213 Shares 140,017 Est. Cost $6.98 Unrealized +11.4%
NVDA Nvidia Corp 0.2%
Value ($000) $1,205 Shares 2,434 Est. Cost $35.22 Unrealized +31.5%
WAL Western Alliance Bancorp 0.2%
Value ($000) $1,196 Shares 18,183 Est. Cost $39.17 Unrealized +22.8%
Foot Locker, Inc. 0.2%
Value ($000) $1,173 Shares 37,670 Est. Cost $17.35 Unrealized
Kiniksa Pharmaceuticals Ltd. Class A 0.2%
Value ($000) $1,148 Shares 65,450 Est. Cost $17.01 Unrealized
MTDR Matador Resources Company 0.2%
Value ($000) $1,142 Shares 20,082 Est. Cost $37.84 Unrealized +54.6%
GRBK Green Brick Partners Incorporated 0.2%
Value ($000) $1,109 Shares 21,358 Est. Cost $28.51 Unrealized +59.5%
UFPI UFP Industries Inc 0.2%
Value ($000) $1,107 Shares 8,816 Est. Cost $83.43 Unrealized +29.4%
ABT Abbott Laboratories 0.2%
Value ($000) $1,100 Shares 9,996 Est. Cost $100.28 Unrealized -4.2%
PCVX Vaxcyte, Inc. 0.2%
Value ($000) $1,097 Shares 17,461 Est. Cost $47.71 Unrealized +8.9%
LRN Stride, Inc. 0.2%
Value ($000) $1,062 Shares 17,895 Est. Cost $43.51 Unrealized +25.8%
RRX Regal Rexnord Corp 0.2%
Value ($000) $1,060 Shares 7,163 Est. Cost $148.34 Unrealized -15.0%
ELF e.l.f. Beauty, Inc. 0.2%
Value ($000) $1,052 Shares 7,286 Est. Cost $115.37 Unrealized 0.0%
MCD McDonalds Corporation 0.2%
Value ($000) $1,049 Shares 3,537 Est. Cost $213.67 Unrealized +21.1%
TBBK Bancorp Incorporated 0.2%
Value ($000) $1,017 Shares 26,375 Est. Cost $37.41 Unrealized 0.0%
PINS Pinterest Incorporated Class A 0.2%
Value ($000) $1,000 Shares 27,005 Est. Cost $31.43 Unrealized 0.0%
SFM Sprouts Farmers Market Inc 0.2%
Value ($000) $995 Shares 20,676 Est. Cost $39.21 Unrealized +11.6%
HSY Hershey Company 0.2%
Value ($000) $988 Shares 5,299 Est. Cost $208.68 Unrealized -14.9%
EHC Encompass Health Corporation 0.2%
Value ($000) $979 Shares 14,667 Est. Cost $59.95 Unrealized +6.3%
GSHD Goosehead Insurance Incorporated Class A 0.2%
Value ($000) $978 Shares 12,898 Est. Cost $68.83 Unrealized +5.0%
SKYW SkyWest, Inc 0.1%
Value ($000) $969 Shares 18,566 Est. Cost $44.95 Unrealized 0.0%
AWI Armstrong World Industries 0.1%
Value ($000) $968 Shares 9,842 Est. Cost $70.92 Unrealized +14.5%
ATR AptarGroup, Inc. 0.1%
Value ($000) $960 Shares 7,765 Est. Cost $118.75 Unrealized +2.8%
NVO Novo Nordisk A/S 0.1%
Value ($000) $958 Shares 9,262 Est. Cost $110.92 Unrealized
VET Vermilion Energy Incorporated 0.1%
Value ($000) $950 Shares 78,786 Est. Cost $14.55 Unrealized -9.1%
VCTR Victory Capital Holdings, Inc. Class A 0.1%
Value ($000) $943 Shares 27,392 Est. Cost $27.83 Unrealized +7.5%
OSW OneSpaWorld Holdings Ltd. 0.1%
Value ($000) $942 Shares 66,810 Est. Cost $11.48 Unrealized 0.0%
HRB H&R Block, Inc. 0.1%
Value ($000) $939 Shares 19,418 Est. Cost $33.74 Unrealized +24.2%
BRSL International Game Technology PLC 0.1%
Value ($000) $934 Shares 34,077 Est. Cost $8.64 Unrealized +145.6%
ESE ESCO Technologies Inc. 0.1%
Value ($000) $934 Shares 7,981 Est. Cost $99.03 Unrealized +5.7%
WFRD Weatherford International plc 0.1%
Value ($000) $919 Shares 9,390 Est. Cost $84.49 Unrealized +10.0%
UPWK Upwork Incorporated 0.1%
Value ($000) $918 Shares 61,738 Est. Cost $12.65 Unrealized +2.0%
COP ConocoPhillips 0.1%
Value ($000) $910 Shares 7,841 Est. Cost $98.35 Unrealized +11.6%
ARCO Arcos Dorados Holdings, Inc. Class A 0.1%
Value ($000) $877 Shares 69,117 Est. Cost $6.59 Unrealized +52.7%
AMPH Amphastar Pharmaceuticals 0.1%
Value ($000) $877 Shares 14,174 Est. Cost $33.25 Unrealized +58.0%
ORCL Oracle 0.1%
Value ($000) $876 Shares 8,307 Est. Cost $85.45 Unrealized +24.9%
UEC Uranium Energy Corporation 0.1%
Value ($000) $872 Shares 136,174 Est. Cost $5.96 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $870 Shares 9,744 Est. Cost $80.42 Unrealized
ACLS Axcelis Technologies, Inc. 0.1%
Value ($000) $858 Shares 6,613 Est. Cost $143.01 Unrealized -3.6%
OC Owens Corning 0.1%
Value ($000) $853 Shares 5,752 Est. Cost $109.58 Unrealized +20.9%
TSLA Tesla Motors Inc 0.1%
Value ($000) $840 Shares 3,380 Est. Cost $211.51 Unrealized +12.4%
RYZ Ryerson Holding Corp 0.1%
Value ($000) $821 Shares 23,680 Est. Cost $29.96 Unrealized -0.5%
BX The Blackstone Group LP 0.1%
Value ($000) $815 Shares 6,222 Est. Cost $47.00 Unrealized +117.2%
AI C3.ai, Inc. Class A 0.1%
Value ($000) $813 Shares 28,309 Est. Cost $26.11 Unrealized +5.4%
JNJ Johnson & Johnson 0.1%
Value ($000) $812 Shares 5,180 Est. Cost $122.41 Unrealized +17.3%
GPOR Gulfport Energy Corp 0.1%
Value ($000) $796 Shares 5,975 Est. Cost $128.72 Unrealized 0.0%
ENVX Enovix Corporation 0.1%
Value ($000) $795 Shares 63,531 Est. Cost $11.22 Unrealized 0.0%
ATRO Astronics Corporation 0.1%
Value ($000) $794 Shares 45,596 Est. Cost $15.43 Unrealized +2.0%
SXI Standex International Corporation 0.1%
Value ($000) $780 Shares 4,922 Est. Cost $122.35 Unrealized +17.7%
VRNS Varonis Systems, Inc. 0.1%
Value ($000) $777 Shares 17,152 Est. Cost $37.62 Unrealized 0.0%
Arista Networks Inc 0.1%
Value ($000) $735 Shares 3,121 Est. Cost $177.69 Unrealized
AEHR Aehr Test Systems 0.1%
Value ($000) $722 Shares 27,227 Est. Cost $32.91 Unrealized -11.4%
PRGS Progress Software Corp 0.1%
Value ($000) $715 Shares 13,164 Est. Cost $56.45 Unrealized -6.1%
AVAV AeroVironment, Inc. 0.1%
Value ($000) $709 Shares 5,622 Est. Cost $122.31 Unrealized 0.0%
KRYS Krystal Biotech Incorporated 0.1%
Value ($000) $703 Shares 5,667 Est. Cost $102.10 Unrealized +8.6%
STLA Stellantis N.V. 0.1%
Value ($000) $700 Shares 30,015 Est. Cost $14.84 Unrealized
Axonics Incorporated 0.1%
Value ($000) $700 Shares 11,243 Est. Cost $59.73 Unrealized
VKTX Viking Therapeutics, Inc. 0.1%
Value ($000) $696 Shares 37,402 Est. Cost $13.08 Unrealized 0.0%
PR Permian Resources Corporation Class A 0.1%
Value ($000) $694 Shares 51,047 Est. Cost $13.08 Unrealized +4.6%
ROAD Construction Partners, Inc. Class A 0.1%
Value ($000) $691 Shares 15,883 Est. Cost $40.98 Unrealized 0.0%
GIII G-III Apparel Group LTD 0.1%
Value ($000) $685 Shares 20,148 Est. Cost $28.04 Unrealized 0.0%
CUE Cue Biopharma Incorporated 0.1%
Value ($000) $679 Shares 257,225 Est. Cost $13.72 Unrealized -82.6%
PWR Quanta Services 0.1%
Value ($000) $665 Shares 3,081 Est. Cost $85.02 Unrealized +116.7%
ARW Arrow Electronics Incorporated 0.1%
Value ($000) $664 Shares 5,434 Est. Cost $122.54 Unrealized -2.6%
WSR Whitestone REIT 0.1%
Value ($000) $663 Shares 53,915 Est. Cost $10.73 Unrealized
MGPI MGP Ingredients Inc. 0.1%
Value ($000) $659 Shares 6,690 Est. Cost $111.07 Unrealized -13.5%
BELFA Bel Fuse Inc Class A 0.1%
Value ($000) $646 Shares 10,000 Est. Cost $52.20 Unrealized 0.0%
UNM Unum Group 0.1%
Value ($000) $628 Shares 13,893 Est. Cost $41.39 Unrealized +10.0%
THR Thermon Group Holdings, Inc. 0.1%
Value ($000) $627 Shares 19,247 Est. Cost $28.61 Unrealized +4.1%
HCKT Hackett Group, Inc. 0.1%
Value ($000) $625 Shares 27,448 Est. Cost $21.47 Unrealized +5.6%
DINO HF Sinclair Corporation 0.1%
Value ($000) $624 Shares 11,237 Est. Cost $45.68 Unrealized +8.7%
URBN Urban Outfitters, Inc. 0.1%
Value ($000) $619 Shares 17,330 Est. Cost $34.81 Unrealized 0.0%
SSD Simpson Manufacturing Co., Inc. 0.1%
Value ($000) $618 Shares 3,124 Est. Cost $135.50 Unrealized +15.3%
NVT nVent Electric plc 0.1%
Value ($000) $617 Shares 10,446 Est. Cost $40.78 Unrealized +26.8%
ARLO Arlo Technologies, Inc. 0.1%
Value ($000) $610 Shares 64,084 Est. Cost $9.12 Unrealized +0.2%
PJT PJT Partners, Inc. Class A 0.1%
Value ($000) $610 Shares 5,984 Est. Cost $84.58 Unrealized 0.0%
ANF Abercrombie & Fitch Co. Class A 0.1%
Value ($000) $609 Shares 6,899 Est. Cost $71.15 Unrealized 0.0%
FWRG First Watch Restaurant Group, Inc. 0.1%
Value ($000) $607 Shares 30,210 Est. Cost $16.76 Unrealized +7.6%
ARCC Ares Capital Corporation 0.1%
Value ($000) $592 Shares 29,558 Est. Cost $6.89 Unrealized +131.7%
KRUS Kura Sushi USA Inc Class A 0.1%
Value ($000) $583 Shares 7,666 Est. Cost $70.24 Unrealized -7.9%
SAIC Science Applications Intl Corp 0.1%
Value ($000) $571 Shares 4,596 Est. Cost $86.96 Unrealized +33.8%
PetIQ, Inc. Class A 0.1%
Value ($000) $563 Shares 28,494 Est. Cost $19.70 Unrealized
CECO CECO Environmental Corp. 0.1%
Value ($000) $561 Shares 27,659 Est. Cost $13.69 Unrealized +33.2%
CW Curtiss-Wright Corporation 0.1%
Value ($000) $561 Shares 2,516 Est. Cost $155.86 Unrealized +33.5%
STRL Sterling Infrastructure Inc 0.1%
Value ($000) $556 Shares 6,318 Est. Cost $25.95 Unrealized +178.5%
IE Ivanhoe Electric Inc. 0.1%
Value ($000) $553 Shares 54,845 Est. Cost $10.80 Unrealized -2.1%
CRWD CrowdStrike Holdings Inc Class A 0.1%
Value ($000) $547 Shares 2,142 Est. Cost $156.37 Unrealized +33.9%
LOVE Lovesac Company 0.1%
Value ($000) $546 Shares 21,389 Est. Cost $20.05 Unrealized 0.0%
AGX Argan, Inc. 0.1%
Value ($000) $538 Shares 11,488 Est. Cost $39.84 Unrealized +11.1%
CVLG Covenant Logistics Group, Inc. Class A 0.1%
Value ($000) $535 Shares 11,623 Est. Cost $18.19 Unrealized +15.1%
IRMD IRadimed Corp. 0.1%
Value ($000) $533 Shares 11,232 Est. Cost $43.36 Unrealized -6.6%
ACLX Arcellx Inc. 0.1%
Value ($000) $529 Shares 9,530 Est. Cost $45.11 Unrealized 0.0%
LEU Centrus Energy Corp 0.1%
Value ($000) $520 Shares 9,549 Est. Cost $43.06 Unrealized +21.5%
RAMP LiveRamp Holdings, Inc. 0.1%
Value ($000) $514 Shares 13,563 Est. Cost $32.13 Unrealized 0.0%
TWLO Twilio Inc - A 0.1%
Value ($000) $514 Shares 6,771 Est. Cost $62.33 Unrealized 0.0%
KOP Koppers Holdings Inc. 0.1%
Value ($000) $507 Shares 9,892 Est. Cost $41.07 Unrealized 0.0%
VECO Veeco Instruments Inc. 0.1%
Value ($000) $500 Shares 16,125 Est. Cost $25.19 Unrealized +10.6%
WSM Williams-Sonoma Inc. 0.1%
Value ($000) $498 Shares 2,469 Est. Cost $83.80 Unrealized 0.0%
Beacon Roofing Supply, Inc. 0.1%
Value ($000) $495 Shares 5,685 Est. Cost $79.32 Unrealized
SPOT Spotify Technology SA 0.1%
Value ($000) $480 Shares 2,554 Est. Cost $174.62 Unrealized 0.0%
SUPN Supernus Pharmaceuticals Incorporated 0.1%
Value ($000) $478 Shares 16,508 Est. Cost $30.75 Unrealized -13.8%
CRDO Credo Technology Group Holding Ltd. 0.1%
Value ($000) $477 Shares 24,518 Est. Cost $16.99 Unrealized 0.0%
Rover Group, Inc. Class A 0.1%
Value ($000) $475 Shares 43,660 Est. Cost $4.91 Unrealized
ZEUS Olympic Steel, Inc. 0.1%
Value ($000) $474 Shares 7,100 Est. Cost $47.33 Unrealized +15.8%
BKD Brookdale Senior Living Inc. 0.1%
Value ($000) $472 Shares 81,054 Est. Cost $4.69 Unrealized 0.0%
VST Vistra Corp. 0.1%
Value ($000) $471 Shares 12,230 Est. Cost $23.41 Unrealized +45.6%
GENI Genius Sports Ltd 0.1%
Value ($000) $467 Shares 75,572 Est. Cost $4.96 Unrealized +8.5%
James Hardie Industries PLC Sponsored ADR 0.1%
Value ($000) $464 Shares 11,999 Est. Cost $26.89 Unrealized
PATH UiPath Inc Class A 0.1%
Value ($000) $462 Shares 18,614 Est. Cost $16.16 Unrealized +20.7%
GAP Gap, Inc. 0.1%
Value ($000) $462 Shares 22,093 Est. Cost $15.11 Unrealized 0.0%
OPRA Opera Ltd. Sponsored ADR 0.1%
Value ($000) $460 Shares 34,735 Est. Cost $15.18 Unrealized
LOB Live Oak Bancshares, Inc. 0.1%
Value ($000) $459 Shares 10,083 Est. Cost $33.56 Unrealized 0.0%
KEY KeyCorp 0.1%
Value ($000) $452 Shares 31,420 Est. Cost $10.65 Unrealized 0.0%
ADUS Addus Homecare Corporation 0.1%
Value ($000) $452 Shares 4,866 Est. Cost $86.18 Unrealized +0.9%
AGRO Adecoagro S.A. 0.1%
Value ($000) $448 Shares 40,402 Est. Cost $10.16 Unrealized +2.4%
NPKI Newpark Resources, Inc. 0.1%
Value ($000) $441 Shares 66,445 Est. Cost $5.73 Unrealized +21.8%
MBIN Merchants Bancorp 0.1%
Value ($000) $436 Shares 10,228 Est. Cost $32.15 Unrealized 0.0%
AXON Axon Enterprise Incorporated 0.1%
Value ($000) $433 Shares 1,676 Est. Cost $225.35 Unrealized 0.0%
PATK Patrick Industries Inc. 0.1%
Value ($000) $430 Shares 4,286 Est. Cost $33.14 Unrealized +59.3%
NRDS NerdWallet, Inc. Class A 0.1%
Value ($000) $421 Shares 28,607 Est. Cost $11.02 Unrealized 0.0%
GTLB Gitlab Incorporated Class A 0.1%
Value ($000) $420 Shares 6,667 Est. Cost $41.60 Unrealized +21.5%
JBL Jabil Circuit 0.1%
Value ($000) $419 Shares 3,291 Est. Cost $73.83 Unrealized +71.7%
IGSB IShares Short-Term Corporate Bond ETF 0.1%
Value ($000) $414 Shares 8,065 Est. Cost $54.96 Unrealized
BBW BuildABear Workshop, Inc. 0.1%
Value ($000) $409 Shares 17,806 Est. Cost $19.67 Unrealized +23.1%
MOH Molina Healthcare Incorporated 0.1%
Value ($000) $404 Shares 1,117 Est. Cost $314.76 Unrealized +12.1%
PLPC Preformed Line Products Company 0.1%
Value ($000) $401 Shares 2,997 Est. Cost $148.55 Unrealized -9.3%
CABA Cabaletta Bio, Inc. 0.1%
Value ($000) $401 Shares 17,660 Est. Cost $16.81 Unrealized 0.0%
NEE Nextera Energy Inc 0.1%
Value ($000) $394 Shares 6,485 Est. Cost $70.81 Unrealized -24.5%
Solo Brands, Inc. Class A 0.1%
Value ($000) $393 Shares 63,856 Est. Cost $6.38 Unrealized
PBI Pitney Bowes Inc. 0.1%
Value ($000) $393 Shares 89,239 Est. Cost $3.88 Unrealized 0.0%
CTLP Cantaloupe Incorporated 0.1%
Value ($000) $388 Shares 52,409 Est. Cost $6.62 Unrealized +4.4%
RIO Rio Tinto PLC Spon ADR 0.1%
Value ($000) $382 Shares 5,126 Est. Cost $69.09 Unrealized
ONTO Onto Innovation, Inc. 0.1%
Value ($000) $374 Shares 2,446 Est. Cost $118.86 Unrealized +13.2%
MDB MongoDB Incorporated Class A 0.1%
Value ($000) $363 Shares 888 Est. Cost $305.58 Unrealized +24.1%
Hillenbrand Incorporated 0.1%
Value ($000) $360 Shares 7,530 Est. Cost $51.28 Unrealized
KURA Kura Oncology, Inc. 0.1%
Value ($000) $357 Shares 24,804 Est. Cost $9.83 Unrealized 0.0%
HLIT Harmonic Incorporated 0.1%
Value ($000) $352 Shares 26,987 Est. Cost $11.25 Unrealized -5.0%
CRSP CRISPR Therapeutics AG 0.1%
Value ($000) $348 Shares 5,560 Est. Cost $55.02 Unrealized 0.0%
WW International, Inc. 0.1%
Value ($000) $341 Shares 38,996 Est. Cost $11.07 Unrealized
DHI D.R. Horton, Inc. 0.1%
Value ($000) $336 Shares 2,214 Est. Cost $120.55 Unrealized 0.0%
BYD Boyd Gaming Corporation 0.1%
Value ($000) $336 Shares 5,364 Est. Cost $63.76 Unrealized -9.1%
ETN Eaton Corp Plc 0.1%
Value ($000) $333 Shares 1,381 Est. Cost $175.91 Unrealized +22.5%
DKNG DraftKings Inc 0.1%
Value ($000) $331 Shares 9,395 Est. Cost $24.42 Unrealized +37.0%
BLDR Builders FirstSource, Inc. 0.0%
Value ($000) $321 Shares 1,920 Est. Cost $79.22 Unrealized +67.8%
SR Spire Inc. 0.0%
Value ($000) $318 Shares 5,105 Est. Cost $73.93 Unrealized
PSTG Pure Storage Incorporated Class A 0.0%
Value ($000) $316 Shares 8,870 Est. Cost $28.33 Unrealized +23.8%
OPEN Opendoor Technologies Incorporated 0.0%
Value ($000) $313 Shares 69,933 Est. Cost $2.89 Unrealized 0.0%
AES AES Corporation 0.0%
Value ($000) $313 Shares 16,275 Est. Cost $14.67 Unrealized 0.0%
SRRK Scholar Rock Holding Corp. 0.0%
Value ($000) $312 Shares 16,582 Est. Cost $12.43 Unrealized 0.0%
AFRM Affirm Holdings, Inc. Class A 0.0%
Value ($000) $312 Shares 6,343 Est. Cost $28.91 Unrealized 0.0%
TXRH Texas Roadhouse, Inc. 0.0%
Value ($000) $308 Shares 2,519 Est. Cost $103.36 Unrealized 0.0%
DRI Darden Restaurants 0.0%
Value ($000) $301 Shares 1,829 Est. Cost $131.16 Unrealized +8.1%
VTS Vitesse Energy Inc. 0.0%
Value ($000) $299 Shares 13,658 Est. Cost $23.06 Unrealized 0.0%
FANG Diamondback Energy Incorporated 0.0%
Value ($000) $296 Shares 1,906 Est. Cost $134.18 Unrealized +7.5%
TDUP ThredUp, Inc. Class A 0.0%
Value ($000) $291 Shares 129,125 Est. Cost $2.41 Unrealized +7.9%
CWCO Consolidated Water Co. Ltd. 0.0%
Value ($000) $286 Shares 8,041 Est. Cost $31.83 Unrealized 0.0%
GXO GXO Logistics Inc 0.0%
Value ($000) $285 Shares 4,658 Est. Cost $51.12 Unrealized +9.6%
ACMR ACM Research, Inc. Class A 0.0%
Value ($000) $281 Shares 14,385 Est. Cost $14.87 Unrealized +17.6%
BCS Barclays PLC-Spon ADR 0.0%
Value ($000) $268 Shares 34,003 Est. Cost $7.43 Unrealized
Unilever Plc Adr 0.0%
Value ($000) $267 Shares 5,511 Est. Cost $51.04 Unrealized
DNN Denison Mines Corp. 0.0%
Value ($000) $265 Shares 149,807 Est. Cost $1.38 Unrealized +20.9%
NOW ServiceNow Inc 0.0%
Value ($000) $262 Shares 371 Est. Cost $100.21 Unrealized +25.8%
FIVN Five9 Incorporated 0.0%
Value ($000) $262 Shares 3,324 Est. Cost $69.64 Unrealized 0.0%
HTGC Hercules Technology Growth Capital Inc 0.0%
Value ($000) $253 Shares 15,168 Est. Cost $13.85 Unrealized +14.3%
TSLX Sixth Street Specialty Lending 0.0%
Value ($000) $253 Shares 11,705 Est. Cost $17.01 Unrealized +20.8%
BXSL Blackstone Secured Lending Fund 0.0%
Value ($000) $245 Shares 8,873 Est. Cost $19.33 Unrealized +13.3%
SHY IShares 1-3 Year Treasury Bond ETF 0.0%
Value ($000) $242 Shares 2,945 Est. Cost $81.08 Unrealized
OCSL Oaktree Specialty Lending Corporation 0.0%
Value ($000) $241 Shares 11,798 Est. Cost $19.92 Unrealized -0.9%
Soho House & Company Inc. 0.0%
Value ($000) $230 Shares 32,248 Est. Cost $5.66 Unrealized
FSK FS KKR Capital Corporation 0.0%
Value ($000) $228 Shares 11,431 Est. Cost $8.33 Unrealized +69.8%
BSY Bentley Systems, Incorporated Class B 0.0%
Value ($000) $226 Shares 4,329 Est. Cost $46.31 Unrealized +9.7%
Matterport Incorporated 0.0%
Value ($000) $226 Shares 83,843 Est. Cost $2.69 Unrealized
MAIN Main Street Capital Corp Com 0.0%
Value ($000) $220 Shares 5,092 Est. Cost $36.82 Unrealized +10.9%
KRNT Kornit Digital Limited 0.0%
Value ($000) $220 Shares 11,458 Est. Cost $17.34 Unrealized 0.0%
Informatica, Inc. Class A 0.0%
Value ($000) $218 Shares 7,662 Est. Cost $28.39 Unrealized
GPI Group I Automotive 0.0%
Value ($000) $212 Shares 697 Est. Cost $272.58 Unrealized 0.0%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.0%
Value ($000) $212 Shares 2,231 Est. Cost $95.20 Unrealized
WEX WEX Inc. 0.0%
Value ($000) $212 Shares 1,091 Est. Cost $193.09 Unrealized -6.1%
OWL Blue Owl Capital Inc Class A 0.0%
Value ($000) $212 Shares 14,218 Est. Cost $13.46 Unrealized 0.0%
DBX Dropbox, Inc. Class A 0.0%
Value ($000) $211 Shares 7,146 Est. Cost $27.26 Unrealized +1.9%
COMP Compass Inc Class A 0.0%
Value ($000) $206 Shares 54,881 Est. Cost $2.47 Unrealized 0.0%
MXCT MaxCyte, Inc. 0.0%
Value ($000) $201 Shares 42,846 Est. Cost $3.89 Unrealized 0.0%
JOBY Joby Aviation, Inc. 0.0%
Value ($000) $184 Shares 27,626 Est. Cost $6.16 Unrealized 0.0%
PRDO Perdoceo Education Corporation 0.0%
Value ($000) $182 Shares 10,350 Est. Cost $16.85 Unrealized 0.0%
SANA Sana Biotechnology, Inc. 0.0%
Value ($000) $164 Shares 40,179 Est. Cost $3.68 Unrealized 0.0%
RWAY Runway Growth Finance Corp 0.0%
Value ($000) $153 Shares 12,096 Est. Cost $7.65 Unrealized +19.8%
ATOM Atomera Inc. 0.0%
Value ($000) $140 Shares 20,000 Est. Cost $29.25 Unrealized -77.3%
Gladstone Capital Corporation 0.0%
Value ($000) $127 Shares 11,840 Est. Cost $8.60 Unrealized
BEAT HeartBeam, Inc. 0.0%
Value ($000) $118 Shares 50,000 Est. Cost $2.31 Unrealized -35.3%
SVRA Savara, Inc. 0.0%
Value ($000) $99 Shares 21,129 Est. Cost $3.83 Unrealized 0.0%
Mirion Technologies Inc CW27 0.0%
Value ($000) $56 Shares 27,500 Est. Cost $2.23 Unrealized