HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

Location: Bethesda, MD

CIK: 0000937589 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $3.432B

Holdings (245)

AAPL APPLE INC 5.6%
Value $192M Shares 706,566 Est. Cost $83.43 Unrealized +221.6%
AVGO BROADCOM INC 5.2%
Value $177M Shares 510,959 Est. Cost $144.24 Unrealized +147.5%
MSFT MICROSOFT CORP 4.1%
Value $141M Shares 291,772 Est. Cost $33.52 Unrealized +1393.2%
GOOGL ALPHABET INC 3.6%
Value $124M Shares 395,960 Est. Cost $106.44 Unrealized +168.3%
GOOG ALPHABET INC 3.4%
Value $117M Shares 372,497 Est. Cost $106.99 Unrealized +167.6%
PANW PALO ALTO NETWORKS INC 3.0%
Value $103M Shares 560,458 Est. Cost $127.80 Unrealized +57.9%
NVDA NVIDIA CORPORATION 2.7%
Value $93.34M Shares 500,507 Est. Cost $95.24 Unrealized +95.4%
AMZN AMAZON COM INC 2.2%
Value $75.81M Shares 328,453 Est. Cost $121.66 Unrealized +88.1%
MA MASTERCARD INCORPORATED 2.1%
Value $73.23M Shares 128,273 Est. Cost $83.32 Unrealized +570.8%
MAR MARRIOTT INTL INC NEW 2.0%
Value $70.06M Shares 225,821 Est. Cost $41.37 Unrealized +589.7%
CAT CATERPILLAR INC 2.0%
Value $69.07M Shares 120,567 Est. Cost $66.24 Unrealized +738.6%
JPM JPMORGAN CHASE & CO. 1.8%
Value $61.52M Shares 190,924 Est. Cost $45.83 Unrealized +575.3%
AXP AMERICAN EXPRESS CO 1.7%
Value $57.42M Shares 155,217 Est. Cost $61.37 Unrealized +481.7%
WMT WALMART INC 1.6%
Value $54.77M Shares 491,628 Est. Cost $44.36 Unrealized +141.7%
CRM SALESFORCE INC 1.5%
Value $50.71M Shares 191,430 Est. Cost $179.09 Unrealized +38.6%
GS GOLDMAN SACHS GROUP INC 1.4%
Value $49.65M Shares 56,487 Est. Cost $143.45 Unrealized +467.0%
CSCO CISCO SYS INC 1.4%
Value $49.4M Shares 641,251 Est. Cost $18.32 Unrealized +302.7%
HD HOME DEPOT INC 1.4%
Value $48.15M Shares 139,930 Est. Cost $108.20 Unrealized +237.0%
DIS DISNEY WALT CO 1.4%
Value $47.12M Shares 414,158 Est. Cost $81.55 Unrealized +34.3%
RTX RTX CORPORATION 1.3%
Value $44.79M Shares 244,201 Est. Cost $58.51 Unrealized +196.2%
BLK BLACKROCK INC 1.2%
Value $41.79M Shares 39,046 Est. Cost $961.85 Unrealized +13.3%
MS MORGAN STANLEY 1.2%
Value $40.14M Shares 226,092 Est. Cost $27.57 Unrealized +503.7%
MLM MARTIN MARIETTA MATLS INC 1.2%
Value $39.71M Shares 63,777 Est. Cost $135.30 Unrealized +359.3%
BAC BANK AMERICA CORP 1.2%
Value $39.7M Shares 721,856 Est. Cost $16.43 Unrealized +220.6%
VB VANGUARD INDEX FDS 1.1%
Value $37.15M Shares 144,028 Est. Cost $97.93 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value $35.77M Shares 172,867 Est. Cost $73.67 Unrealized +167.4%
COF CAPITAL ONE FINL CORP 1.0%
Value $35M Shares 144,405 Est. Cost $74.87 Unrealized +196.8%
MRK MERCK & CO INC 1.0%
Value $34.93M Shares 331,872 Est. Cost $50.19 Unrealized +85.8%
SYF SYNCHRONY FINANCIAL 1.0%
Value $34.86M Shares 417,879 Est. Cost $25.25 Unrealized +202.2%
C CITIGROUP INC 1.0%
Value $34.56M Shares 296,197 Est. Cost $39.87 Unrealized +159.9%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value $32.7M Shares 56,433 Est. Cost $339.20 Unrealized +66.6%
MCD MCDONALDS CORP 0.9%
Value $31.85M Shares 104,211 Est. Cost $86.65 Unrealized +252.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.9%
Value $30.12M Shares 49,921 Est. Cost $213.13 Unrealized
FDX FEDEX CORP 0.9%
Value $29.87M Shares 103,397 Est. Cost $151.02 Unrealized +73.2%
NOW SERVICENOW INC 0.8%
Value $27.35M Shares 178,511 Est. Cost $163.51 Unrealized +4.9%
UNH UNITEDHEALTH GROUP INC 0.8%
Value $25.94M Shares 78,569 Est. Cost $260.42 Unrealized +29.5%
ZTS ZOETIS INC 0.8%
Value $25.77M Shares 204,801 Est. Cost $59.36 Unrealized +119.5%
BA BOEING CO 0.7%
Value $24.3M Shares 111,932 Est. Cost $124.58 Unrealized +65.1%
CVX CHEVRON CORP NEW 0.7%
Value $24.18M Shares 158,637 Est. Cost $74.60 Unrealized +102.9%
EQIX EQUINIX INC 0.7%
Value $23.28M Shares 30,389 Est. Cost $460.39 Unrealized +69.7%
COST COSTCO WHSL CORP NEW 0.7%
Value $23.27M Shares 26,984 Est. Cost $442.61 Unrealized +104.6%
IQV IQVIA HLDGS INC 0.7%
Value $23.02M Shares 102,149 Est. Cost $209.06 Unrealized +4.1%
PEP PEPSICO INC 0.7%
Value $22.62M Shares 157,630 Est. Cost $93.97 Unrealized +55.3%
META META PLATFORMS INC 0.6%
Value $22.13M Shares 33,526 Est. Cost $232.40 Unrealized +187.1%
NKE NIKE INC 0.6%
Value $21.26M Shares 333,715 Est. Cost $62.20 Unrealized +4.3%
AMT AMERICAN TOWER CORP NEW 0.6%
Value $20.43M Shares 116,390 Est. Cost $158.88 Unrealized +13.5%
YUMC YUM CHINA HLDGS INC 0.6%
Value $19.69M Shares 412,370 Est. Cost $32.03 Unrealized +43.0%
ADBE ADOBE INC 0.6%
Value $19.58M Shares 55,946 Est. Cost $504.65 Unrealized -32.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.6%
Value $19.58M Shares 529,085 Est. Cost $57.50 Unrealized -37.1%
ACN ACCENTURE PLC IRELAND 0.6%
Value $19.55M Shares 72,865 Est. Cost $253.53 Unrealized +0.2%
CSX CSX CORP 0.6%
Value $19.26M Shares 531,420 Est. Cost $23.08 Unrealized +54.7%
COP CONOCOPHILLIPS 0.6%
Value $19.18M Shares 204,926 Est. Cost $45.82 Unrealized +96.4%
KO COCA COLA CO 0.5%
Value $18.73M Shares 267,871 Est. Cost $31.55 Unrealized +120.0%
LDOS LEIDOS HOLDINGS INC 0.5%
Value $18.43M Shares 102,165 Est. Cost $83.11 Unrealized +127.5%
PCAR PACCAR INC 0.5%
Value $18.35M Shares 167,600 Est. Cost $35.81 Unrealized +182.6%
AMGN AMGEN INC 0.5%
Value $18.23M Shares 55,687 Est. Cost $78.18 Unrealized +304.1%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value $18.11M Shares 70,420 Est. Cost $76.70 Unrealized +245.3%
INTC INTEL CORP 0.5%
Value $17.76M Shares 481,329 Est. Cost $18.51 Unrealized +104.0%
YUM YUM BRANDS INC 0.5%
Value $17.63M Shares 116,517 Est. Cost $39.62 Unrealized +272.7%
VO VANGUARD INDEX FDS 0.5%
Value $17.43M Shares 60,074 Est. Cost $165.76 Unrealized
T AT&T INC 0.5%
Value $17.38M Shares 699,774 Est. Cost $13.80 Unrealized +83.2%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $16.99M Shares 178,205 Est. Cost $32.00 Unrealized +206.4%
STZ CONSTELLATION BRANDS INC 0.5%
Value $16.87M Shares 122,269 Est. Cost $111.64 Unrealized +22.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $16.57M Shares 406,780 Est. Cost $29.22 Unrealized +38.5%
MCK MCKESSON CORP 0.5%
Value $16.56M Shares 20,192 Est. Cost $124.63 Unrealized +554.4%
APD AIR PRODS & CHEMS INC 0.5%
Value $16.26M Shares 65,843 Est. Cost $124.09 Unrealized +102.8%
V VISA INC 0.5%
Value $15.45M Shares 44,064 Est. Cost $141.23 Unrealized +141.0%
ABBV ABBVIE INC 0.4%
Value $14.99M Shares 65,612 Est. Cost $34.77 Unrealized +554.4%
TROW PRICE T ROWE GROUP INC 0.4%
Value $14.74M Shares 144,012 Est. Cost $60.79 Unrealized +68.1%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $14.38M Shares 48,534 Est. Cost $116.04 Unrealized +157.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value $14.29M Shares 29,549 Est. Cost $201.96 Unrealized +135.8%
NEE NEXTERA ENERGY INC 0.4%
Value $13.79M Shares 171,709 Est. Cost $68.40 Unrealized +20.6%
BURL BURLINGTON STORES INC 0.4%
Value $13.41M Shares 46,426 Est. Cost $154.21 Unrealized +75.9%
HON HONEYWELL INTL INC 0.4%
Value $13.09M Shares 67,077 Est. Cost $76.34 Unrealized +155.5%
IEFA ISHARES TR 0.4%
Value $12.05M Shares 134,741 Est. Cost $61.01 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value $12.04M Shares 133,845 Est. Cost $93.17 Unrealized +1.5%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value $11.81M Shares 160,619 Est. Cost $45.90 Unrealized
AER AERCAP HOLDINGS NV 0.3%
Value $11.76M Shares 81,772 Est. Cost $42.94 Unrealized +208.4%
XOM EXXON MOBIL CORP 0.3%
Value $11.38M Shares 94,590 Est. Cost $57.52 Unrealized +100.8%
PG PROCTER AND GAMBLE CO 0.3%
Value $11.27M Shares 78,605 Est. Cost $57.88 Unrealized +154.3%
SLB SCHLUMBERGER LTD 0.3%
Value $10.9M Shares 283,962 Est. Cost $45.09 Unrealized -20.0%
EFA ISHARES TR 0.3%
Value $10.83M Shares 112,807 Est. Cost $57.97 Unrealized
LIN LINDE PLC 0.3%
Value $10.43M Shares 24,453 Est. Cost $322.30 Unrealized +32.6%
DDOG DATADOG INC 0.3%
Value $10.12M Shares 74,381 Est. Cost $124.51 Unrealized +26.9%
PSX PHILLIPS 66 0.3%
Value $10.08M Shares 78,089 Est. Cost $43.65 Unrealized +207.0%
TM TOYOTA MOTOR CORP 0.3%
Value $9.74M Shares 45,501 Est. Cost $119.50 Unrealized
LLY ELI LILLY & CO 0.3%
Value $9.569M Shares 8,904 Est. Cost $713.92 Unrealized +33.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $9.397M Shares 18,694 Est. Cost $173.68 Unrealized +186.5%
PFE PFIZER INC 0.3%
Value $9.349M Shares 375,470 Est. Cost $20.62 Unrealized +21.4%
CMCSA COMCAST CORP NEW 0.3%
Value $9.326M Shares 312,006 Est. Cost $30.69 Unrealized -7.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value $8.767M Shares 30,367 Est. Cost $63.45 Unrealized +354.9%
MDLZ MONDELEZ INTL INC 0.3%
Value $8.728M Shares 162,146 Est. Cost $52.00 Unrealized +9.7%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $8.541M Shares 29,092 Est. Cost $174.45 Unrealized +65.3%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value $8.184M Shares 142,359 Est. Cost $28.19 Unrealized +111.0%
UNP UNION PAC CORP 0.2%
Value $7.673M Shares 33,172 Est. Cost $97.99 Unrealized +132.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $7.468M Shares 138,452 Est. Cost $35.75 Unrealized +32.9%
VTI VANGUARD INDEX FDS 0.2%
Value $7.206M Shares 21,495 Est. Cost $190.73 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $7.084M Shares 71,421 Est. Cost $62.55 Unrealized +48.3%
PYPL PAYPAL HLDGS INC 0.2%
Value $7.056M Shares 120,867 Est. Cost $133.84 Unrealized -51.6%
IEMG ISHARES INC 0.2%
Value $6.942M Shares 103,274 Est. Cost $50.51 Unrealized
SHEL SHELL PLC 0.2%
Value $6.689M Shares 91,038 Est. Cost $54.93 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $6.606M Shares 122,874 Est. Cost $40.14 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $6.339M Shares 39,521 Est. Cost $50.61 Unrealized +203.4%
GE GE AEROSPACE 0.2%
Value $6.334M Shares 20,564 Est. Cost $62.95 Unrealized +377.8%
MDT MEDTRONIC PLC 0.2%
Value $6.18M Shares 64,334 Est. Cost $64.79 Unrealized +49.9%
DD DUPONT DE NEMOURS INC 0.2%
Value $6.123M Shares 152,304 Est. Cost $24.84 Unrealized +50.5%
Q QNITY ELECTRONICS 0.2%
Value $5.933M Shares 72,665 Est. Cost $84.91 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.2%
Value $5.839M Shares 28,479 Est. Cost $12.97 Unrealized +1434.9%
ABT ABBOTT LABS 0.2%
Value $5.282M Shares 42,160 Est. Cost $39.80 Unrealized +219.9%
CTVA CORTEVA INC 0.2%
Value $5.213M Shares 77,770 Est. Cost $26.00 Unrealized +148.3%
HAL HALLIBURTON CO 0.1%
Value $5.075M Shares 179,580 Est. Cost $25.08 Unrealized +4.8%
VOO VANGUARD INDEX FDS 0.1%
Value $4.764M Shares 7,596 Est. Cost $390.45 Unrealized
CI THE CIGNA GROUP 0.1%
Value $4.746M Shares 17,243 Est. Cost $208.73 Unrealized +33.8%
EOG EOG RES INC 0.1%
Value $4.561M Shares 43,430 Est. Cost $64.73 Unrealized +65.6%
EXAS EXACT SCIENCES CORP 0.1%
Value $4.559M Shares 44,889 Est. Cost $90.72 Unrealized -11.5%
HSY HERSHEY CO 0.1%
Value $4.557M Shares 25,041 Est. Cost $78.65 Unrealized +131.5%
IWM ISHARES TR 0.1%
Value $4.331M Shares 17,593 Est. Cost $107.23 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value $4.069M Shares 7,165 Est. Cost $67.95 Unrealized +813.2%
QCOM QUALCOMM INC 0.1%
Value $4.015M Shares 23,471 Est. Cost $90.71 Unrealized +88.3%
EME EMCOR GROUP INC 0.1%
Value $3.919M Shares 6,405 Est. Cost $68.27 Unrealized +848.4%
IJR ISHARES TR 0.1%
Value $3.845M Shares 31,990 Est. Cost $88.41 Unrealized
MMM 3M CO 0.1%
Value $3.84M Shares 23,983 Est. Cost $75.86 Unrealized +115.1%
USLM UNITED STS LIME & MINERALS I 0.1%
Value $3.741M Shares 31,242 Est. Cost $67.39 Unrealized +84.0%
IJH ISHARES TR 0.1%
Value $3.677M Shares 55,719 Est. Cost $90.22 Unrealized
NFLX NETFLIX INC 0.1%
Value $3.528M Shares 37,629 Est. Cost $104.48 Unrealized +3.2%
GEV GE VERNOVA INC 0.1%
Value $3.414M Shares 5,223 Est. Cost $158.10 Unrealized +285.2%
MSTR STRATEGY INC 0.1%
Value $3.329M Shares 21,909 Est. Cost $129.93 Unrealized +77.2%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value $3.255M Shares 92,675 Est. Cost $19.70 Unrealized +87.8%
SLM SLM CORP 0.1%
Value $3.224M Shares 119,160 Est. Cost $8.79 Unrealized +211.9%
RNG RINGCENTRAL INC 0.1%
Value $3.104M Shares 107,471 Est. Cost $94.25 Unrealized -69.8%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $2.931M Shares 129,527 Est. Cost $29.31 Unrealized -25.8%
TGT TARGET CORP 0.1%
Value $2.607M Shares 26,671 Est. Cost $93.60 Unrealized -2.1%
QQQ INVESCO QQQ TR 0.1%
Value $2.479M Shares 4,036 Est. Cost $202.04 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $2.402M Shares 45,465 Est. Cost $20.18 Unrealized +175.1%
GHM GRAHAM CORP 0.1%
Value $2.34M Shares 36,428 Est. Cost $15.44 Unrealized +290.9%
GM GENERAL MTRS CO 0.1%
Value $2.165M Shares 26,625 Est. Cost $28.06 Unrealized +150.9%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $2.029M Shares 23,223 Est. Cost $47.48 Unrealized +88.0%
EEM ISHARES TR 0.1%
Value $2.008M Shares 36,711 Est. Cost $35.29 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value $1.879M Shares 65,155 Est. Cost $17.58 Unrealized +32.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $1.66M Shares 53,200 Est. Cost $38.10 Unrealized
IWR ISHARES TR 0.0%
Value $1.6M Shares 16,625 Est. Cost $66.05 Unrealized
BX BLACKSTONE INC 0.0%
Value $1.598M Shares 10,366 Est. Cost $108.68 Unrealized +39.4%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value $1.541M Shares 98,872 Est. Cost $18.94 Unrealized
BN BROOKFIELD CORP 0.0%
Value $1.397M Shares 30,433 Est. Cost $29.78 Unrealized +52.9%
SMID SMITH MIDLAND CORP 0.0%
Value $1.391M Shares 38,268 Est. Cost $9.10 Unrealized +294.3%
BIV VANGUARD BD INDEX FDS 0.0%
Value $1.358M Shares 17,443 Est. Cost $76.65 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value $1.273M Shares 11,511 Est. Cost $31.59 Unrealized +261.7%
COHR COHERENT CORP 0.0%
Value $1.25M Shares 6,771 Est. Cost $49.41 Unrealized +202.8%
MO ALTRIA GROUP INC 0.0%
Value $1.235M Shares 21,417 Est. Cost $18.43 Unrealized +222.1%
ADI ANALOG DEVICES INC 0.0%
Value $1.231M Shares 4,539 Est. Cost $174.80 Unrealized +43.4%
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $1.213M Shares 29,097 Est. Cost $15.17 Unrealized +176.6%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $1.204M Shares 58,256 Est. Cost $21.05 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $1.15M Shares 4,175 Est. Cost $78.37 Unrealized +230.4%
CC CHEMOURS CO 0.0%
Value $1.127M Shares 95,618 Est. Cost $10.26 Unrealized +24.7%
GLD SPDR GOLD TR 0.0%
Value $1.119M Shares 2,823 Est. Cost $217.07 Unrealized
ASML ASML HOLDING N V 0.0%
Value $1.116M Shares 1,043 Est. Cost $755.76 Unrealized
GLW CORNING INC 0.0%
Value $1.052M Shares 12,018 Est. Cost $24.13 Unrealized +256.4%
DHR DANAHER CORPORATION 0.0%
Value $1.052M Shares 4,597 Est. Cost $85.74 Unrealized +156.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $998K Shares 7,040 Est. Cost $101.74 Unrealized +42.4%
ORCL ORACLE CORP 0.0%
Value $993K Shares 5,096 Est. Cost $124.97 Unrealized +90.5%
AEHR AEHR TEST SYS 0.0%
Value $977K Shares 48,413 Est. Cost $2.00 Unrealized +1110.9%
IWF ISHARES TR 0.0%
Value $957K Shares 2,023 Est. Cost $320.02 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $955K Shares 1,400 Est. Cost $350.45 Unrealized
IAC IAC INC 0.0%
Value $926K Shares 23,685 Est. Cost $97.09 Unrealized -63.9%
IWO ISHARES TR 0.0%
Value $909K Shares 2,813 Est. Cost $286.53 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $907K Shares 7,737 Est. Cost $53.47 Unrealized +127.4%
INTU INTUIT 0.0%
Value $886K Shares 1,338 Est. Cost $549.38 Unrealized +20.3%
PR PERMIAN RESOURCES CORP 0.0%
Value $836K Shares 59,584 Est. Cost $13.69 Unrealized -1.9%
LEU CENTRUS ENERGY CORP 0.0%
Value $830K Shares 3,422 Est. Cost $41.81 Unrealized +622.3%
DXC DXC TECHNOLOGY CO 0.0%
Value $788K Shares 53,804 Est. Cost $41.02 Unrealized -66.5%
PNRG PRIMEENERGY RESOURCES CORP 0.0%
Value $780K Shares 4,560 Est. Cost $97.48 Unrealized +64.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $755K Shares 1 Est. Cost $761794.56 Unrealized -2.0%
GTLS CHART INDS INC 0.0%
Value $754K Shares 3,657 Est. Cost $65.02 Unrealized +211.7%
SHOP SHOPIFY INC 0.0%
Value $748K Shares 4,649 Est. Cost $45.89 Unrealized +249.9%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $739K Shares 11,826 Est. Cost $51.94 Unrealized
DOW DOW INC 0.0%
Value $725K Shares 31,005 Est. Cost $35.85 Unrealized -36.5%
SOLS SOLSTICE ADVANCED MATERIALS 0.0%
Value $710K Shares 14,616 Est. Cost $47.08 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value $706K Shares 12,048 Est. Cost $58.97 Unrealized +1.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $701K Shares 21,850 Est. Cost $26.34 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $699K Shares 8,806 Est. Cost $66.73 Unrealized +17.9%
MTRN MATERION CORP 0.0%
Value $685K Shares 5,506 Est. Cost $51.30 Unrealized +140.4%
TFC TRUIST FINL CORP 0.0%
Value $653K Shares 13,273 Est. Cost $40.45 Unrealized +13.2%
VGT VANGUARD WORLD FD 0.0%
Value $651K Shares 864 Est. Cost $747.34 Unrealized
EGBN EAGLE BANCORP INC MD 0.0%
Value $642K Shares 29,978 Est. Cost $28.80 Unrealized -33.1%
ACA ARCOSA INC 0.0%
Value $640K Shares 6,019 Est. Cost $40.51 Unrealized +149.1%
SCI SERVICE CORP INTL 0.0%
Value $618K Shares 7,930 Est. Cost $38.41 Unrealized +108.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $601K Shares 7,330 Est. Cost $71.08 Unrealized +9.6%
EVI EVI INDS INC 0.0%
Value $596K Shares 24,178 Est. Cost $20.11 Unrealized +23.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $591K Shares 3,782 Est. Cost $258.01 Unrealized -44.5%
DLR DIGITAL RLTY TR INC 0.0%
Value $587K Shares 3,791 Est. Cost $94.40 Unrealized +72.8%
BF/B BROWN FORMAN CORP 0.0%
Value $570K Shares 21,875 Est. Cost $31.61 Unrealized -11.5%
DE DEERE & CO 0.0%
Value $561K Shares 1,206 Est. Cost $467.69 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value $555K Shares 3,850 Est. Cost $120.55 Unrealized +26.1%
VLO VALERO ENERGY CORP 0.0%
Value $545K Shares 3,347 Est. Cost $54.59 Unrealized +209.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value $520K Shares 10,234 Est. Cost $14.89 Unrealized +190.9%
SOLV SOLVENTUM CORP 0.0%
Value $520K Shares 6,557 Est. Cost $62.08 Unrealized +23.4%
MPC MARATHON PETE CORP 0.0%
Value $519K Shares 3,190 Est. Cost $33.09 Unrealized +463.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $471K Shares 9,490 Est. Cost $37.41 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $457K Shares 2,135 Est. Cost $104.19 Unrealized +115.6%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $455K Shares 4,521 Est. Cost $108.02 Unrealized -11.6%
HMC HONDA MOTOR LTD 0.0%
Value $441K Shares 14,955 Est. Cost $35.40 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $421K Shares 2,017 Est. Cost $77.50 Unrealized +148.7%
AVNW AVIAT NETWORKS INC 0.0%
Value $399K Shares 18,649 Est. Cost $22.81 Unrealized -2.2%
F FORD MTR CO 0.0%
Value $399K Shares 30,410 Est. Cost $9.40 Unrealized +36.6%
MTCH MATCH GROUP INC NEW 0.0%
Value $371K Shares 11,478 Est. Cost $92.26 Unrealized -64.4%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $365K Shares 2,652 Est. Cost $60.97 Unrealized +115.8%
THC TENET HEALTHCARE CORP 0.0%
Value $358K Shares 1,800 Est. Cost $89.86 Unrealized +124.9%
AIQ GLOBAL X FDS 0.0%
Value $353K Shares 6,938 Est. Cost $36.25 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $349K Shares 4,144 Est. Cost $78.87 Unrealized +6.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $348K Shares 14,459 Est. Cost $28.84 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $344K Shares 1,992 Est. Cost $98.25 Unrealized +90.8%
EXEL EXELIXIS INC 0.0%
Value $335K Shares 7,644 Est. Cost $24.85 Unrealized +66.4%
VV VANGUARD INDEX FDS 0.0%
Value $327K Shares 1,040 Est. Cost $173.91 Unrealized
PKOH PARK-OHIO HLDGS CORP 0.0%
Value $326K Shares 15,580 Est. Cost $19.96 Unrealized +3.3%
OGN ORGANON & CO 0.0%
Value $324K Shares 45,221 Est. Cost $25.56 Unrealized -69.1%
SUB ISHARES TR 0.0%
Value $320K Shares 3,000 Est. Cost $103.00 Unrealized
IJJ ISHARES TR 0.0%
Value $313K Shares 2,380 Est. Cost $86.13 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $304K Shares 649 Est. Cost $343.81 Unrealized +48.1%
IGIB ISHARES TR 0.0%
Value $304K Shares 5,650 Est. Cost $53.37 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $294K Shares 22,117 Est. Cost $8.42 Unrealized +49.9%
ICLN ISHARES TR 0.0%
Value $294K Shares 17,913 Est. Cost $19.66 Unrealized
TSLA TESLA INC 0.0%
Value $285K Shares 633 Est. Cost $228.05 Unrealized +94.4%
IJK ISHARES TR 0.0%
Value $281K Shares 2,900 Est. Cost $71.38 Unrealized
SKYH SKY HARBOUR GROUP CORPORATIO 0.0%
Value $276K Shares 30,769 Est. Cost $10.81 Unrealized -11.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value $261K Shares 2,586 Est. Cost $72.77 Unrealized +49.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $259K Shares 4,948 Est. Cost $40.09 Unrealized +33.4%
IJS ISHARES TR 0.0%
Value $256K Shares 2,250 Est. Cost $91.50 Unrealized
IVV ISHARES TR 0.0%
Value $250K Shares 365 Est. Cost $572.35 Unrealized
L LOEWS CORP 0.0%
Value $246K Shares 2,340 Est. Cost $85.35 Unrealized +20.9%
XLE SELECT SECTOR SPDR TR 0.0%
Value $241K Shares 5,400 Est. Cost $66.06 Unrealized
IGSB ISHARES TR 0.0%
Value $234K Shares 4,432 Est. Cost $52.34 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $228K Shares 8,318 Est. Cost $27.29 Unrealized
IJT ISHARES TR 0.0%
Value $226K Shares 1,600 Est. Cost $133.13 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $220K Shares 486 Est. Cost $431.03 Unrealized 0.0%
EEMV ISHARES INC 0.0%
Value $218K Shares 3,400 Est. Cost $62.94 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $218K Shares 2,044 Est. Cost $104.70 Unrealized
NYT NEW YORK TIMES CO 0.0%
Value $213K Shares 3,065 Est. Cost $61.82 Unrealized 0.0%
JBGS JBG SMITH PPTYS 0.0%
Value $207K Shares 12,142 Est. Cost $25.91 Unrealized
DGII DIGI INTL INC 0.0%
Value $206K Shares 4,748 Est. Cost $40.05 Unrealized 0.0%
ITRI ITRON INC 0.0%
Value $205K Shares 2,208 Est. Cost $80.55 Unrealized +35.2%
ASUR ASURE SOFTWARE INC 0.0%
Value $187K Shares 19,822 Est. Cost $7.20 Unrealized +16.6%
CYRX CRYOPORT INC 0.0%
Value $124K Shares 12,866 Est. Cost $7.43 Unrealized +27.2%
HLIT HARMONIC INC 0.0%
Value $117K Shares 11,786 Est. Cost $5.59 Unrealized +80.2%
DTST DATA STORAGE CORP 0.0%
Value $77,000 Shares 15,000 Est. Cost $5.91 Unrealized -24.8%
FCHL FITNESS CHAMPS HLDGS LTD 0.0%
Value $7,000 Shares 31,750 Est. Cost $0.40 Unrealized 0.0%