HERITAGE INVESTORS MANAGEMENT CORP Diversified Active

Location: Bethesda, MD

CIK: 0000937589 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $3.295B

Holdings (249)

AAPL APPLE INC 5.3%
Value $175M Shares 691,507 Est. Cost $83.43 Unrealized +215.0%
AVGO BROADCOM INC 4.8%
Value $158M Shares 509,263 Est. Cost $144.24 Unrealized +131.7%
GOOGL ALPHABET INC 3.4%
Value $112M Shares 388,502 Est. Cost $106.44 Unrealized +203.7%
MSFT MICROSOFT CORP 3.3%
Value $109M Shares 294,296 Est. Cost $33.52 Unrealized +1196.4%
GOOG ALPHABET INC 3.2%
Value $105M Shares 364,585 Est. Cost $106.99 Unrealized +202.5%
PANW PALO ALTO NETWORKS INC 2.8%
Value $90.85M Shares 566,661 Est. Cost $128.29 Unrealized +34.2%
NVDA NVIDIA CORPORATION 2.6%
Value $85.33M Shares 489,301 Est. Cost $95.24 Unrealized +96.0%
CAT CATERPILLAR INC 2.5%
Value $82.46M Shares 116,396 Est. Cost $66.24 Unrealized +933.1%
MAR MARRIOTT INTL INC NEW 2.2%
Value $72.65M Shares 222,137 Est. Cost $41.37 Unrealized +699.7%
AMZN AMAZON COM INC 2.1%
Value $69.78M Shares 335,044 Est. Cost $123.73 Unrealized +83.3%
MA MASTERCARD INCORPORATED 2.0%
Value $64.5M Shares 129,091 Est. Cost $83.32 Unrealized +547.0%
WMT WALMART INC 1.8%
Value $59.38M Shares 477,776 Est. Cost $44.36 Unrealized +175.1%
JPM JPMORGAN CHASE & CO 1.7%
Value $56.03M Shares 190,490 Est. Cost $45.83 Unrealized +579.4%
CSCO CISCO SYS INC 1.5%
Value $49.5M Shares 637,913 Est. Cost $18.32 Unrealized +325.2%
GS GOLDMAN SACHS GROUP INC 1.4%
Value $47.02M Shares 55,579 Est. Cost $143.45 Unrealized +550.1%
AXP AMERICAN EXPRESS CO 1.4%
Value $46.81M Shares 154,755 Est. Cost $61.37 Unrealized +480.4%
HD HOME DEPOT INC 1.4%
Value $46.45M Shares 141,246 Est. Cost $108.20 Unrealized +248.4%
RTX RTX CORPORATION 1.4%
Value $45.81M Shares 237,492 Est. Cost $58.51 Unrealized +236.0%
JNJ JOHNSON & JOHNSON 1.2%
Value $40.84M Shares 167,082 Est. Cost $73.67 Unrealized +209.3%
DIS DISNEY WALT CO 1.2%
Value $40.23M Shares 417,459 Est. Cost $81.55 Unrealized +34.2%
MRK MERCK & CO INC 1.2%
Value $39.99M Shares 332,467 Est. Cost $50.19 Unrealized +127.7%
BLK BLACKROCK INC 1.2%
Value $38.58M Shares 40,111 Est. Cost $965.44 Unrealized +13.7%
VB VANGUARD INDEX FDS 1.1%
Value $37.45M Shares 142,972 Est. Cost $97.93 Unrealized
MS MORGAN STANLEY 1.1%
Value $36.83M Shares 223,795 Est. Cost $27.57 Unrealized +551.6%
MLM MARTIN MARIETTA MATLS INC 1.1%
Value $36.64M Shares 62,239 Est. Cost $135.30 Unrealized +388.6%
CRM SALESFORCE INC 1.1%
Value $36.64M Shares 196,277 Est. Cost $180.00 Unrealized +19.9%
FDX FEDEX CORP 1.1%
Value $36.34M Shares 102,017 Est. Cost $151.02 Unrealized +124.4%
BAC BANK AMERICA CORP 1.1%
Value $35.2M Shares 722,145 Est. Cost $16.43 Unrealized +226.6%
C CITIGROUP INC 1.0%
Value $33.14M Shares 292,214 Est. Cost $39.87 Unrealized +191.4%
MCD MCDONALDS CORP 1.0%
Value $32.49M Shares 104,532 Est. Cost $86.65 Unrealized +266.1%
CVX CHEVRON CORPORATION 1.0%
Value $31.81M Shares 153,757 Est. Cost $74.60 Unrealized +130.4%
MDY STATE STR SPDR S&P MIDCAP 40 0.9%
Value $30.32M Shares 49,152 Est. Cost $213.13 Unrealized
EQIX EQUINIX INC 0.9%
Value $29.14M Shares 29,724 Est. Cost $460.39 Unrealized +66.0%
SYF SYNCHRONY FINANCIAL 0.9%
Value $28.04M Shares 412,180 Est. Cost $25.25 Unrealized +202.1%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $28.01M Shares 56,987 Est. Cost $339.20 Unrealized +69.4%
COF CAPITAL ONE FINL CORP 0.8%
Value $26.9M Shares 147,455 Est. Cost $77.94 Unrealized +186.4%
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $26.83M Shares 26,927 Est. Cost $442.61 Unrealized +117.7%
COP CONOCOPHILLIPS 0.8%
Value $26.27M Shares 199,032 Est. Cost $45.82 Unrealized +124.0%
META META PLATFORMS INC 0.8%
Value $24.8M Shares 43,352 Est. Cost $328.31 Unrealized +99.7%
ZTS ZOETIS INC 0.8%
Value $24.74M Shares 209,297 Est. Cost $60.79 Unrealized +107.3%
PEP PEPSICO INC 0.8%
Value $24.73M Shares 159,266 Est. Cost $94.60 Unrealized +63.6%
BA BOEING CO 0.7%
Value $22.15M Shares 111,272 Est. Cost $124.58 Unrealized +91.5%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $21.76M Shares 80,404 Est. Cost $261.52 Unrealized +18.0%
CSX CSX CORP 0.6%
Value $21.2M Shares 516,427 Est. Cost $23.08 Unrealized +66.9%
INTC INTEL CORP 0.6%
Value $21.02M Shares 476,267 Est. Cost $18.51 Unrealized +150.8%
NOW SERVICENOW INC 0.6%
Value $20.39M Shares 195,076 Est. Cost $159.92 Unrealized -24.2%
KO COCA COLA CO 0.6%
Value $20.23M Shares 266,073 Est. Cost $31.55 Unrealized +137.0%
AMT AMERICAN TOWER CORP 0.6%
Value $20.16M Shares 116,814 Est. Cost $158.88 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $20.07M Shares 399,777 Est. Cost $29.22 Unrealized +50.0%
YUMC YUM CHINA HLDGS INC 0.6%
Value $19.9M Shares 407,989 Est. Cost $32.03 Unrealized +60.9%
T AT&T INC 0.6%
Value $19.84M Shares 684,186 Est. Cost $13.80 Unrealized +86.5%
AMGN AMGEN INC 0.6%
Value $19.27M Shares 54,773 Est. Cost $78.18 Unrealized +347.3%
APD AIR PRODUCTS AND CHEMICALS I 0.6%
Value $19.05M Shares 65,581 Est. Cost $124.09 Unrealized +118.8%
PCAR PACCAR INC 0.6%
Value $19M Shares 164,549 Est. Cost $35.81 Unrealized +243.4%
IQV IQVIA HLDGS INC 0.6%
Value $18.66M Shares 109,388 Est. Cost $209.13 Unrealized +0.5%
STZ CONSTELLATION BRANDS INC 0.5%
Value $18.07M Shares 120,449 Est. Cost $111.64 Unrealized +39.7%
YUM YUM BRANDS INC 0.5%
Value $17.83M Shares 114,689 Est. Cost $39.62 Unrealized +297.2%
NKE NIKE INC 0.5%
Value $17.61M Shares 333,335 Est. Cost $62.20 Unrealized +2.9%
LMT LOCKHEED MARTIN CORP 0.5%
Value $17.42M Shares 28,824 Est. Cost $201.96 Unrealized +197.5%
MCK MCKESSON CORP 0.5%
Value $17.33M Shares 20,030 Est. Cost $124.63 Unrealized +602.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.5%
Value $17.24M Shares 538,495 Est. Cost $57.18 Unrealized -32.2%
VO VANGUARD INDEX FDS 0.5%
Value $16.75M Shares 58,327 Est. Cost $165.76 Unrealized
LDOS LEIDOS HOLDINGS INC 0.5%
Value $15.92M Shares 102,345 Est. Cost $83.11 Unrealized +123.9%
NEE NEXTERA ENERGY INC 0.5%
Value $15.71M Shares 169,153 Est. Cost $68.40 Unrealized +27.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value $15.51M Shares 78,231 Est. Cost $253.51 Unrealized -0.1%
HON HONEYWELL INTL INC 0.5%
Value $15.4M Shares 68,120 Est. Cost $78.63 Unrealized +187.3%
XOM EXXON MOBIL CORP 0.5%
Value $15.27M Shares 90,014 Est. Cost $57.52 Unrealized +141.2%
BURL BURLINGTON STORES INC 0.5%
Value $15.24M Shares 46,846 Est. Cost $154.21 Unrealized +97.3%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value $14.9M Shares 73,344 Est. Cost $83.24 Unrealized +189.3%
ABBV ABBVIE INC 0.4%
Value $14.47M Shares 66,550 Est. Cost $37.42 Unrealized +494.8%
SLB SLB LIMITED 0.4%
Value $14.2M Shares 276,341 Est. Cost $45.09 Unrealized +7.1%
ADBE ADOBE INC 0.4%
Value $13.9M Shares 57,189 Est. Cost $499.98 Unrealized -42.0%
PSX PHILLIPS 66 0.4%
Value $13.56M Shares 74,457 Est. Cost $43.65 Unrealized +237.0%
V VISA INC 0.4%
Value $13.41M Shares 44,356 Est. Cost $141.23 Unrealized +133.1%
DDOG DATADOG INC 0.4%
Value $13.3M Shares 112,653 Est. Cost $124.31 Unrealized -0.3%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $12.37M Shares 197,162 Est. Cost $37.17 Unrealized +130.9%
LIN LINDE PLC 0.4%
Value $12.37M Shares 24,942 Est. Cost $325.00 Unrealized +41.5%
TROW PRICE T ROWE GROUP INC 0.4%
Value $12.31M Shares 136,589 Est. Cost $60.79 Unrealized +66.5%
IEFA ISHARES TR 0.4%
Value $12.03M Shares 132,871 Est. Cost $61.01 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value $11.89M Shares 158,323 Est. Cost $45.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $11.71M Shares 48,306 Est. Cost $116.04 Unrealized +144.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value $11.48M Shares 126,959 Est. Cost $93.17 Unrealized -1.6%
PG PROCTER & GAMBLE CO 0.3%
Value $11.3M Shares 78,237 Est. Cost $57.88 Unrealized +162.2%
AER AERCAP HOLDINGS NV 0.3%
Value $11.08M Shares 80,751 Est. Cost $42.94 Unrealized +239.5%
EFA ISHARES TR 0.3%
Value $11.05M Shares 113,732 Est. Cost $57.97 Unrealized
PFE PFIZER INC 0.3%
Value $10.47M Shares 373,030 Est. Cost $20.62 Unrealized +26.9%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value $10.08M Shares 138,650 Est. Cost $28.19 Unrealized +132.9%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $9.783M Shares 28,343 Est. Cost $174.45 Unrealized +96.7%
MDLZ MONDELEZ INTL INC 0.3%
Value $9.46M Shares 164,118 Est. Cost $52.07 Unrealized +11.7%
TM TOYOTA MOTOR CORP 0.3%
Value $9.302M Shares 45,134 Est. Cost $119.50 Unrealized
LLY ELI LILLY & CO 0.3%
Value $9.009M Shares 9,795 Est. Cost $744.22 Unrealized +40.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $8.847M Shares 18,463 Est. Cost $173.68 Unrealized +184.1%
NSC NORFOLK SOUTHN CORP 0.3%
Value $8.513M Shares 29,661 Est. Cost $63.45 Unrealized +370.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $8.3M Shares 136,843 Est. Cost $35.75 Unrealized +60.6%
UNP UNION PAC CORP 0.2%
Value $8.008M Shares 33,006 Est. Cost $97.99 Unrealized +148.3%
Q QNITY ELECTRONICS INC 0.2%
Value $7.802M Shares 67,620 Est. Cost $84.91 Unrealized +19.2%
SHEL SHELL PLC 0.2%
Value $7.562M Shares 81,314 Est. Cost $54.93 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value $7.509M Shares 261,541 Est. Cost $30.69 Unrealized -2.8%
DD DUPONT DE NEMOURS INC 0.2%
Value $7.036M Shares 153,614 Est. Cost $24.84 Unrealized +85.6%
IEMG ISHARES INC 0.2%
Value $7.02M Shares 100,652 Est. Cost $50.51 Unrealized
HAL HALLIBURTON CO 0.2%
Value $6.962M Shares 178,560 Est. Cost $25.08 Unrealized +33.7%
UPS UNITED PARCEL SVCS INC 0.2%
Value $6.875M Shares 69,885 Est. Cost $62.55 Unrealized +75.6%
VTI VANGUARD INDEX FDS 0.2%
Value $6.777M Shares 21,125 Est. Cost $190.73 Unrealized
NFLX NETFLIX INC. 0.2%
Value $6.684M Shares 69,513 Est. Cost $95.01 Unrealized -11.8%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $6.571M Shares 121,579 Est. Cost $40.14 Unrealized
CTVA CORTEVA INC 0.2%
Value $6.467M Shares 77,254 Est. Cost $26.00 Unrealized +179.9%
HWM HOWMET AEROSPACE INC 0.2%
Value $6.441M Shares 27,947 Est. Cost $12.97 Unrealized +1647.1%
PM PHILIP MORRIS INTL INC 0.2%
Value $6.395M Shares 38,675 Est. Cost $50.61 Unrealized +247.6%
EOG EOG RES INC 0.2%
Value $6.312M Shares 43,659 Est. Cost $64.73 Unrealized +73.2%
GE GE AEROSPACE 0.2%
Value $5.795M Shares 20,422 Est. Cost $62.95 Unrealized +405.5%
MDT MEDTRONIC PLC 0.2%
Value $5.462M Shares 63,034 Est. Cost $64.79 Unrealized +53.6%
HSY HERSHEY CO 0.2%
Value $5.177M Shares 24,902 Est. Cost $78.65 Unrealized +160.3%
CI THE CIGNA GROUP 0.1%
Value $4.743M Shares 17,780 Est. Cost $210.90 Unrealized +33.1%
EME EMCOR GROUP INC 0.1%
Value $4.67M Shares 6,325 Est. Cost $68.27 Unrealized +964.4%
GEV GE VERNOVA INC 0.1%
Value $4.498M Shares 5,153 Est. Cost $158.10 Unrealized +366.1%
VOO VANGUARD INDEX FDS 0.1%
Value $4.367M Shares 7,308 Est. Cost $390.45 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $4.319M Shares 42,066 Est. Cost $39.80 Unrealized +190.0%
IWM ISHARES TR 0.1%
Value $4.274M Shares 17,234 Est. Cost $107.23 Unrealized
USLM UNITED STS LIME & MINERALS I 0.1%
Value $4.046M Shares 30,979 Est. Cost $67.39 Unrealized +77.1%
IJR ISHARES TR 0.1%
Value $3.822M Shares 30,742 Est. Cost $88.41 Unrealized
IJH ISHARES TR 0.1%
Value $3.607M Shares 53,406 Est. Cost $90.22 Unrealized
RNG RINGCENTRAL INC 0.1%
Value $3.569M Shares 95,976 Est. Cost $94.25 Unrealized -69.5%
PYPL PAYPAL HLDGS INC 0.1%
Value $3.493M Shares 77,224 Est. Cost $133.84 Unrealized -62.6%
MMM 3M CO 0.1%
Value $3.471M Shares 23,903 Est. Cost $75.86 Unrealized +116.1%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value $3.044M Shares 90,300 Est. Cost $19.70 Unrealized +83.8%
AXON AXON ENTERPRISE INC 0.1%
Value $3.043M Shares 7,165 Est. Cost $67.95 Unrealized +675.2%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $3.035M Shares 126,831 Est. Cost $29.31 Unrealized -16.2%
TGT TARGET CORP 0.1%
Value $2.927M Shares 24,153 Est. Cost $93.60 Unrealized +16.7%
QCOM QUALCOMM INC 0.1%
Value $2.786M Shares 21,630 Est. Cost $90.71 Unrealized +69.7%
GHM GRAHAM CORP 0.1%
Value $2.768M Shares 35,073 Est. Cost $15.44 Unrealized +390.9%
MSTR STRATEGY INC 0.1%
Value $2.734M Shares 21,909 Est. Cost $129.93 Unrealized +13.0%
SLM SLM CORP 0.1%
Value $2.607M Shares 121,785 Est. Cost $9.16 Unrealized +182.2%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $2.549M Shares 45,270 Est. Cost $20.18 Unrealized +195.6%
QQQ INVESCO QQQ TR 0.1%
Value $2.342M Shares 4,057 Est. Cost $202.04 Unrealized
CC CHEMOURS CO 0.1%
Value $2.098M Shares 95,228 Est. Cost $10.26 Unrealized +62.0%
EEM ISHARES TR 0.1%
Value $2.056M Shares 36,205 Est. Cost $35.29 Unrealized
GM GENERAL MTRS CO 0.1%
Value $1.906M Shares 25,589 Est. Cost $28.06 Unrealized +193.1%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $1.821M Shares 98,339 Est. Cost $18.94 Unrealized
AEHR AEHR TEST SYS 0.1%
Value $1.795M Shares 48,413 Est. Cost $2.00 Unrealized +1304.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $1.783M Shares 23,131 Est. Cost $47.48 Unrealized +88.5%
SENEA SENECA FOODS CORP NEW 0.1%
Value $1.724M Shares 11,411 Est. Cost $31.59 Unrealized +280.7%
WBD WARNER BROS DISCOVERY INC 0.1%
Value $1.719M Shares 62,590 Est. Cost $17.58 Unrealized +60.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $1.636M Shares 4,175 Est. Cost $78.37 Unrealized +380.4%
GLW CORNING INC 0.0%
Value $1.617M Shares 11,893 Est. Cost $24.13 Unrealized +362.9%
IWR ISHARES TR 0.0%
Value $1.616M Shares 16,625 Est. Cost $66.05 Unrealized
COHR COHERENT CORP 0.0%
Value $1.602M Shares 6,726 Est. Cost $49.41 Unrealized +331.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $1.535M Shares 50,960 Est. Cost $38.10 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $1.534M Shares 11,712 Est. Cost $76.35 Unrealized +58.3%
AMX AMERICA MOVIL SAB DE CV 0.0%
Value $1.484M Shares 58,256 Est. Cost $21.05 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $1.405M Shares 4,415 Est. Cost $174.80 Unrealized +80.9%
MO ALTRIA GROUP INC 0.0%
Value $1.361M Shares 20,627 Est. Cost $18.43 Unrealized +242.0%
ASML ASML HLDG NV 0.0%
Value $1.306M Shares 989 Est. Cost $755.76 Unrealized
DOW DOW HLDGS INC 0.0%
Value $1.291M Shares 30,989 Est. Cost $35.85 Unrealized -19.0%
PR PERMIAN RESOURCES CORP 0.0%
Value $1.265M Shares 59,334 Est. Cost $13.69 Unrealized +15.3%
GLD SPDR GOLD TR 0.0%
Value $1.256M Shares 2,918 Est. Cost $224.02 Unrealized
SMID SMITH MIDLAND CORP 0.0%
Value $1.245M Shares 38,268 Est. Cost $9.10 Unrealized +288.2%
BN BROOKFIELD CORP 0.0%
Value $1.232M Shares 30,433 Est. Cost $29.78 Unrealized +56.7%
BX BLACKSTONE INC 0.0%
Value $1.182M Shares 10,281 Est. Cost $108.68 Unrealized +29.6%
BIV VANGUARD BD INDEX FDS 0.0%
Value $1.176M Shares 15,234 Est. Cost $76.65 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $1.146M Shares 29,097 Est. Cost $15.17 Unrealized +176.0%
PNRG PRIMEENERGY RESOURCES CORP 0.0%
Value $1.055M Shares 4,530 Est. Cost $97.48 Unrealized +83.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $927K Shares 7,040 Est. Cost $101.74 Unrealized +32.0%
SPY STATE STR SPDR S&P 500 ETF T 0.0%
Value $896K Shares 1,378 Est. Cost $350.45 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $888K Shares 11,666 Est. Cost $47.08 Unrealized +38.5%
IWO ISHARES TR 0.0%
Value $881K Shares 2,808 Est. Cost $286.53 Unrealized
DHR DANAHER CORP DEL 0.0%
Value $850K Shares 4,481 Est. Cost $85.74 Unrealized +162.0%
IWF ISHARES TR 0.0%
Value $846K Shares 1,983 Est. Cost $320.02 Unrealized
MTRN MATERION CORP 0.0%
Value $796K Shares 5,506 Est. Cost $51.30 Unrealized +183.5%
VLO VALERO ENERGY CORP 0.0%
Value $790K Shares 3,197 Est. Cost $54.59 Unrealized +248.2%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $751K Shares 19,850 Est. Cost $26.34 Unrealized
EGBN EAGLE BANCORPORATION INC 0.0%
Value $746K Shares 29,978 Est. Cost $28.80 Unrealized -13.1%
D DOMINION ENERGY INC 0.0%
Value $745K Shares 12,050 Est. Cost $58.97 Unrealized +4.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value $726K Shares 11,329 Est. Cost $51.94 Unrealized
ORCL ORACLE CORP 0.0%
Value $724K Shares 4,924 Est. Cost $124.97 Unrealized +35.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $718K Shares 1 Est. Cost $761794.56 Unrealized -2.8%
DXC DXC TECHNOLOGY CO 0.0%
Value $676K Shares 53,804 Est. Cost $41.02 Unrealized -65.4%
IAC IAC INC 0.0%
Value $666K Shares 16,638 Est. Cost $97.09 Unrealized -61.2%
DLR DIGITAL RLTY TR INC 0.0%
Value $666K Shares 3,696 Est. Cost $94.40 Unrealized +64.2%
DE DEERE & CO 0.0%
Value $656K Shares 1,165 Est. Cost $467.69 Unrealized +17.9%
SCI SERVICE CORP INTL 0.0%
Value $654K Shares 7,930 Est. Cost $38.41 Unrealized +110.8%
CVS CVS HEALTH CORP 0.0%
Value $649K Shares 9,031 Est. Cost $67.01 Unrealized +16.4%
ACA ARCOSA INC 0.0%
Value $636K Shares 5,992 Est. Cost $40.51 Unrealized +190.6%
TFC TRUIST FINL CORP 0.0%
Value $603K Shares 13,123 Est. Cost $40.45 Unrealized +26.5%
FCX FREEPORT MCMORAN INC 0.0%
Value $602K Shares 10,234 Est. Cost $14.89 Unrealized +310.4%
LEU CENTRUS ENERGY CORP 0.0%
Value $594K Shares 3,422 Est. Cost $41.81 Unrealized +539.8%
INTU INTUIT 0.0%
Value $579K Shares 1,338 Est. Cost $549.38 Unrealized -9.4%
SHOP SHOPIFY INC 0.0%
Value $551K Shares 4,649 Est. Cost $45.89 Unrealized +197.3%
MPC MARATHON PETE CORP 0.0%
Value $535K Shares 2,190 Est. Cost $33.09 Unrealized +458.2%
DHI D R HORTON INC 0.0%
Value $528K Shares 3,850 Est. Cost $120.55 Unrealized +29.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $520K Shares 7,308 Est. Cost $71.08 Unrealized +15.7%
EVI EVI INDS INC 0.0%
Value $498K Shares 24,178 Est. Cost $20.11 Unrealized +18.8%
BF/B BROWN FORMAN CORP 0.0%
Value $498K Shares 18,850 Est. Cost $31.61 Unrealized -11.5%
SO SOUTHERN CO 0.0%
Value $498K Shares 5,156 Est. Cost $89.54 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.0%
Value $459K Shares 658 Est. Cost $747.34 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $440K Shares 2,535 Est. Cost $181.36 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value $435K Shares 5,472 Est. Cost $77.17 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value $426K Shares 6,520 Est. Cost $62.08 Unrealized +26.3%
AVNW AVIAT NETWORKS INC 0.0%
Value $422K Shares 18,649 Est. Cost $22.81 Unrealized +1.5%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $407K Shares 1,992 Est. Cost $98.25 Unrealized +106.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $404K Shares 1,985 Est. Cost $104.19 Unrealized +112.8%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $393K Shares 4,141 Est. Cost $108.02 Unrealized -7.4%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $390K Shares 1,873 Est. Cost $77.50 Unrealized +190.2%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value $375K Shares 15,580 Est. Cost $19.96 Unrealized +20.7%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $365K Shares 9,490 Est. Cost $37.41 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $360K Shares 4,014 Est. Cost $78.87 Unrealized +18.7%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $359K Shares 2,652 Est. Cost $60.97 Unrealized +124.3%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $358K Shares 14,459 Est. Cost $28.84 Unrealized
HMC HONDA MOTOR CO LTD 0.0%
Value $353K Shares 14,502 Est. Cost $35.40 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $340K Shares 1,800 Est. Cost $89.86 Unrealized +129.5%
F FORD MTR CO 0.0%
Value $330K Shares 28,635 Est. Cost $9.40 Unrealized +46.2%
AIQ GLOBAL X FDS 0.0%
Value $328K Shares 7,038 Est. Cost $36.39 Unrealized
EXEL EXELIXIS INC 0.0%
Value $328K Shares 7,644 Est. Cost $24.85 Unrealized +76.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value $322K Shares 5,250 Est. Cost $66.06 Unrealized
SUB ISHARES TR 0.0%
Value $320K Shares 3,000 Est. Cost $103.00 Unrealized
IJJ ISHARES TR 0.0%
Value $312K Shares 2,355 Est. Cost $86.13 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $311K Shares 1,040 Est. Cost $173.91 Unrealized
IGIB ISHARES TR 0.0%
Value $309K Shares 5,815 Est. Cost $53.36 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $308K Shares 2,660 Est. Cost $109.91 Unrealized 0.0%
SKYH SKY HARBOUR GROUP CORPORATIO 0.0%
Value $296K Shares 30,769 Est. Cost $10.81 Unrealized -15.6%
ICLN ISHARES TR 0.0%
Value $296K Shares 16,184 Est. Cost $19.66 Unrealized
IJK ISHARES TR 0.0%
Value $292K Shares 2,900 Est. Cost $71.38 Unrealized
OGN ORGANON & CO 0.0%
Value $268K Shares 44,661 Est. Cost $25.56 Unrealized -67.8%
IJS ISHARES TR 0.0%
Value $267K Shares 2,250 Est. Cost $91.50 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $267K Shares 684 Est. Cost $348.28 Unrealized +23.8%
IGSB ISHARES TR 0.0%
Value $260K Shares 4,942 Est. Cost $52.37 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $257K Shares 3,065 Est. Cost $61.82 Unrealized +16.9%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $255K Shares 8,318 Est. Cost $27.29 Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value $250K Shares 8,131 Est. Cost $92.26 Unrealized -66.0%
L LOEWS CORP 0.0%
Value $250K Shares 2,340 Est. Cost $85.35 Unrealized +24.7%
MUB ISHARES TR 0.0%
Value $246K Shares 2,320 Est. Cost $106.03 Unrealized
IVV ISHARES TR 0.0%
Value $235K Shares 360 Est. Cost $572.35 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $235K Shares 685 Est. Cost $354.49 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $234K Shares 629 Est. Cost $228.05 Unrealized +86.8%
IJT ISHARES TR 0.0%
Value $232K Shares 1,600 Est. Cost $133.13 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $231K Shares 2,391 Est. Cost $72.77 Unrealized +41.7%
DGII DIGI INTL INC 0.0%
Value $229K Shares 4,748 Est. Cost $40.05 Unrealized +12.9%
TRN TRINITY INDS INC 0.0%
Value $228K Shares 7,070 Est. Cost $30.10 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $220K Shares 4,948 Est. Cost $40.09 Unrealized +28.3%
JBGS JBG SMITH PPTYS 0.0%
Value $214K Shares 14,619 Est. Cost $24.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $213K Shares 476 Est. Cost $431.03 Unrealized +8.5%
BCPC BALCHEM CORP 0.0%
Value $212K Shares 1,250 Est. Cost $169.16 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value $211K Shares 892 Est. Cost $271.50 Unrealized 0.0%
EEMV ISHARES INC 0.0%
Value $210K Shares 3,250 Est. Cost $62.94 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $201K Shares 957 Est. Cost $200.28 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.0%
Value $200K Shares 2,044 Est. Cost $104.70 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $187K Shares 22,117 Est. Cost $8.42 Unrealized +52.6%
ASUR ASURE SOFTWARE INC 0.0%
Value $170K Shares 19,822 Est. Cost $7.20 Unrealized +23.5%
CYRX CRYOPORT INC 0.0%
Value $107K Shares 12,866 Est. Cost $7.43 Unrealized +28.7%
HLIT HARMONIC INC 0.0%
Value $106K Shares 11,786 Est. Cost $5.59 Unrealized +81.7%