OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $2.363B (73.9% shares, 26.1% debt)

Holdings (285)

GOOG ALPHABET INC 4.8%
Value $113M Shares 359,207 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.6%
Value $85.42M Shares 176,624 Est. Cost Unrealized
AMZN AMAZON COM INC 3.3%
Value $77.63M Shares 336,333 Est. Cost Unrealized
AIRBNB INC 3.2%
Value $76.14M Shares 76,750,000 Est. Cost Unrealized
BENTLEY SYS INC 3.2%
Value $75.66M Shares 75,804,000 Est. Cost Unrealized
MARRIOTT VACATIONS WORLDWIDE 3.0%
Value $70.93M Shares 71,011,000 Est. Cost Unrealized
SUMMIT HOTEL PPTYS 3.0%
Value $70.33M Shares 70,537,000 Est. Cost Unrealized
CABLE ONE INC 2.9%
Value $69.43M Shares 70,305,000 Est. Cost Unrealized
ENPHASE ENERGY INC 2.9%
Value $67.81M Shares 68,500,000 Est. Cost Unrealized
AVGO BROADCOM INC 2.7%
Value $63.03M Shares 182,116 Est. Cost Unrealized
V VISA INC 2.1%
Value $49.53M Shares 141,242 Est. Cost Unrealized
HAEMONETICS CORP MASS 2.0%
Value $48.21M Shares 48,570,000 Est. Cost Unrealized
LLY ELI LILLY & CO 2.0%
Value $48.12M Shares 44,778 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO. 1.9%
Value $44.79M Shares 138,995 Est. Cost Unrealized
DHR DANAHER CORPORATION 1.8%
Value $43.06M Shares 188,105 Est. Cost Unrealized
VAIL RESORTS INC 1.8%
Value $41.72M Shares 41,704,000 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 1.8%
Value $41.68M Shares 237,665 Est. Cost Unrealized
ALARM COM HLDGS INC 1.7%
Value $41.27M Shares 41,165,000 Est. Cost Unrealized
ADI ANALOG DEVICES INC 1.7%
Value $41.21M Shares 151,936 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.7%
Value $39.55M Shares 303,095 Est. Cost Unrealized
AMAT APPLIED MATLS INC 1.7%
Value $39.29M Shares 152,877 Est. Cost Unrealized
AZO AUTOZONE INC 1.6%
Value $38.42M Shares 11,327 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.5%
Value $35.4M Shares 143,308 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.5%
Value $34.45M Shares 151,278 Est. Cost Unrealized
BRO BROWN & BROWN INC 1.4%
Value $33.93M Shares 425,746 Est. Cost Unrealized
TRNO TERRENO RLTY CORP 1.4%
Value $33.78M Shares 575,384 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 1.4%
Value $32.38M Shares 255,798 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.4%
Value $32.02M Shares 109,070 Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.3%
Value $30.55M Shares 150,363 Est. Cost Unrealized
USFD US FOODS HLDG CORP 1.2%
Value $29.49M Shares 391,536 Est. Cost Unrealized
AME AMETEK INC 1.2%
Value $29.4M Shares 143,205 Est. Cost Unrealized
INTU INTUIT 1.2%
Value $28.61M Shares 43,190 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value $28.27M Shares 174,553 Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 1.1%
Value $26.55M Shares 119,258 Est. Cost Unrealized
CRM SALESFORCE INC 1.1%
Value $25.89M Shares 97,748 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.1%
Value $25.69M Shares 269,480 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value $24.71M Shares 132,507 Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 1.0%
Value $23.83M Shares 323,619 Est. Cost Unrealized
BA BOEING CO 1.0%
Value $23.6M Shares 108,701 Est. Cost Unrealized
SNPS SYNOPSYS INC 0.9%
Value $20.32M Shares 43,251 Est. Cost Unrealized
DE DEERE & CO 0.9%
Value $20.27M Shares 43,534 Est. Cost Unrealized
NVR NVR INC 0.8%
Value $19.14M Shares 2,625 Est. Cost Unrealized
LH LABCORP HOLDINGS INC 0.8%
Value $19.08M Shares 76,063 Est. Cost Unrealized
META META PLATFORMS INC 0.7%
Value $16.67M Shares 25,247 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.7%
Value $15.92M Shares 102,354 Est. Cost Unrealized
CWST CASELLA WASTE SYS INC 0.7%
Value $15.74M Shares 160,735 Est. Cost Unrealized
GH GUARDANT HEALTH INC 0.6%
Value $13.88M Shares 135,936 Est. Cost Unrealized
CECO CECO ENVIRONMENTAL CORP 0.6%
Value $13.39M Shares 223,682 Est. Cost Unrealized
CPAY CORPAY INC 0.6%
Value $13.07M Shares 43,422 Est. Cost Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.5%
Value $12.83M Shares 482,665 Est. Cost Unrealized
TTAN SERVICETITAN INC 0.5%
Value $12.47M Shares 117,055 Est. Cost Unrealized
AAPL APPLE INC 0.5%
Value $12.45M Shares 45,788 Est. Cost Unrealized
AX AXOS FINANCIAL INC 0.5%
Value $12.29M Shares 142,685 Est. Cost Unrealized
NOVT NOVANTA INC 0.5%
Value $12.1M Shares 101,695 Est. Cost Unrealized
NVS NOVARTIS AG 0.5%
Value $12.09M Shares 87,683 Est. Cost Unrealized
MOD MODINE MFG CO 0.5%
Value $11.91M Shares 89,222 Est. Cost Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.5%
Value $11.81M Shares 160,565 Est. Cost Unrealized
VCEL VERICEL CORP 0.5%
Value $11.63M Shares 322,975 Est. Cost Unrealized
GKOS GLAUKOS CORP 0.5%
Value $11.47M Shares 101,613 Est. Cost Unrealized
SITM SITIME CORP 0.5%
Value $10.84M Shares 30,698 Est. Cost Unrealized
VITL VITAL FARMS INC 0.5%
Value $10.72M Shares 335,630 Est. Cost Unrealized
CHYM CHIME FINL INC 0.4%
Value $10.63M Shares 422,350 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.4%
Value $10.44M Shares 60,970 Est. Cost Unrealized
ZIFF DAVIS INC 0.4%
Value $10.38M Shares 10,595,000 Est. Cost Unrealized
AORT ARTIVION INC 0.4%
Value $10.07M Shares 220,727 Est. Cost Unrealized
SPXC SPX TECHNOLOGIES INC 0.4%
Value $9.629M Shares 48,130 Est. Cost Unrealized
TPB TURNING PT BRANDS INC 0.4%
Value $9.166M Shares 84,555 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.4%
Value $8.952M Shares 54,635 Est. Cost Unrealized
PEBBLEBROOK HOTEL TR 0.4%
Value $8.583M Shares 8,871,000 Est. Cost Unrealized
HURN HURON CONSULTING GROUP INC 0.4%
Value $8.414M Shares 48,660 Est. Cost Unrealized
VSEC VSE CORP 0.4%
Value $8.372M Shares 48,460 Est. Cost Unrealized
WAY WAYSTAR HLDG CORP 0.4%
Value $8.295M Shares 253,275 Est. Cost Unrealized
RMBS RAMBUS INC DEL 0.3%
Value $8.184M Shares 89,065 Est. Cost Unrealized
TWST TWIST BIOSCIENCE CORP 0.3%
Value $8.148M Shares 256,878 Est. Cost Unrealized
ATRC ATRICURE INC 0.3%
Value $8.053M Shares 203,575 Est. Cost Unrealized
HNGE HINGE HEALTH INC 0.3%
Value $8.001M Shares 172,260 Est. Cost Unrealized
TWLO TWILIO INC 0.3%
Value $7.854M Shares 55,215 Est. Cost Unrealized
PLMR PALOMAR HLDGS INC 0.3%
Value $7.75M Shares 57,510 Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.3%
Value $7.567M Shares 37,644 Est. Cost Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.3%
Value $7.471M Shares 237,480 Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.3%
Value $7.128M Shares 325,647 Est. Cost Unrealized
ETSY INC 0.3%
Value $6.942M Shares 7,750,000 Est. Cost Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value $5.222M Shares 56,335 Est. Cost Unrealized
CAVA CAVA GROUP INC 0.2%
Value $5.13M Shares 87,415 Est. Cost Unrealized
AGYS AGILYSYS INC 0.2%
Value $4.685M Shares 39,420 Est. Cost Unrealized
NXT NEXTPOWER INC 0.2%
Value $4.203M Shares 48,250 Est. Cost Unrealized
JBT MAREL CORPORATION 0.2%
Value $4.192M Shares 4,085,000 Est. Cost Unrealized
ADSK AUTODESK INC 0.2%
Value $4.144M Shares 14,000 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.774M Shares 5 Est. Cost Unrealized
AMPX AMPRIUS TECHNOLOGIES INC 0.2%
Value $3.589M Shares 454,830 Est. Cost Unrealized
AFRM AFFIRM HLDGS INC 0.1%
Value $3.439M Shares 46,209 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.918M Shares 5,805 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $2.815M Shares 87,815 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $2.457M Shares 17,146 Est. Cost Unrealized
BRZE BRAZE INC 0.1%
Value $2.376M Shares 69,305 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $2.365M Shares 90,152 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.1%
Value $2.184M Shares 1,292 Est. Cost Unrealized
GOOGL ALPHABET INC 0.1%
Value $1.909M Shares 6,098 Est. Cost Unrealized
CDNL CARDINAL INFRASTRUCTURE GROU 0.1%
Value $1.843M Shares 76,225 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.636M Shares 9,202 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $1.431M Shares 2,283 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.299M Shares 10,797 Est. Cost Unrealized
WDAY WORKDAY INC 0.1%
Value $1.289M Shares 6,000 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $1.047M Shares 4,000 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $985K Shares 4,259 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value $933K Shares 4,510 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $857K Shares 3,751 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $746K Shares 5,182 Est. Cost Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $648K Shares 27,878 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $564K Shares 1,525 Est. Cost Unrealized
IEFA ISHARES TR 0.0%
Value $558K Shares 6,240 Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $519K Shares 25,000 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $509K Shares 5,370 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $466K Shares 4,431 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $465K Shares 1,034 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $463K Shares 1,346 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $444K Shares 6,331 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $439K Shares 9,000 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $422K Shares 489 Est. Cost Unrealized
ABT ABBOTT LABS 0.0%
Value $420K Shares 3,352 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $404K Shares 2,278 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $401K Shares 4,307 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $374K Shares 1,919 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $342K Shares 3,072 Est. Cost Unrealized
BIL SPDR SERIES TRUST 0.0%
Value $307K Shares 3,365 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $298K Shares 1,625 Est. Cost Unrealized
KLAC KLA CORP 0.0%
Value $265K Shares 218 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $244K Shares 1,325 Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $244K Shares 1,889 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $236K Shares 3,067 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $233K Shares 1,715 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $227K Shares 1,485 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $225K Shares 398 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $213K Shares 2,819 Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $208K Shares 2,001 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $200K Shares 594 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $191K Shares 914 Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value $190K Shares 232 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $182K Shares 1,600 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $175K Shares 335 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $173K Shares 1,850 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value $173K Shares 1,981 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $172K Shares 531 Est. Cost Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $171K Shares 1,542 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $170K Shares 1,104 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $168K Shares 582 Est. Cost Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $167K Shares 2,852 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $164K Shares 187 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $164K Shares 1,395 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $159K Shares 3,958 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $156K Shares 841 Est. Cost Unrealized
T AT&T INC 0.0%
Value $155K Shares 6,234 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $153K Shares 1,314 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $150K Shares 508 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $144K Shares 473 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $140K Shares 760 Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $139K Shares 26 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $139K Shares 1,199 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $138K Shares 1,515 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $136K Shares 1,669 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $136K Shares 796 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $134K Shares 286 Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $130K Shares 1,020 Est. Cost Unrealized
PWR QUANTA SVCS INC 0.0%
Value $127K Shares 300 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $122K Shares 803 Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $119K Shares 432 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $118K Shares 6,099 Est. Cost Unrealized
MKL MARKEL GROUP INC 0.0%
Value $114K Shares 53 Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $111K Shares 872 Est. Cost Unrealized
NN NEXTNAV INC 0.0%
Value $109K Shares 6,533 Est. Cost Unrealized
CME CME GROUP INC 0.0%
Value $105K Shares 384 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $100K Shares 591 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $98,429 Shares 471 Est. Cost Unrealized
NDAQ NASDAQ INC 0.0%
Value $97,130 Shares 1,000 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $95,968 Shares 314 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.0%
Value $95,067 Shares 212 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $95,021 Shares 606 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $93,804 Shares 579 Est. Cost Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $92,813 Shares 31,250 Est. Cost Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $87,450 Shares 5,000 Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $83,203 Shares 136 Est. Cost Unrealized
QXO QXO INC 0.0%
Value $81,886 Shares 4,245 Est. Cost Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $81,732 Shares 2,124 Est. Cost Unrealized
MSCI MSCI INC 0.0%
Value $78,601 Shares 137 Est. Cost Unrealized
BLK BLACKROCK INC 0.0%
Value $78,135 Shares 73 Est. Cost Unrealized
KWEB KRANESHARES TRUST 0.0%
Value $78,009 Shares 2,291 Est. Cost Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $75,118 Shares 2,390 Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $74,529 Shares 463 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $69,884 Shares 143 Est. Cost Unrealized
IVV ISHARES TR 0.0%
Value $68,494 Shares 100 Est. Cost Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $68,343 Shares 327 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $67,855 Shares 119 Est. Cost Unrealized
SPRY ARS PHARMACEUTICALS INC 0.0%
Value $65,357 Shares 5,610 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $63,646 Shares 223 Est. Cost Unrealized
PPTA PERPETUA RESOURCES CORP 0.0%
Value $63,479 Shares 2,622 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $63,013 Shares 159 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $61,598 Shares 176 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $61,433 Shares 383 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $60,962 Shares 872 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $59,981 Shares 273 Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $57,861 Shares 626 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $56,914 Shares 236 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $55,511 Shares 341 Est. Cost Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value $53,504 Shares 431 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $52,131 Shares 91 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $51,481 Shares 560 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $50,992 Shares 88 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $50,982 Shares 197 Est. Cost Unrealized
PTC PTC INC 0.0%
Value $50,347 Shares 289 Est. Cost Unrealized
RS RELIANCE INC 0.0%
Value $50,263 Shares 174 Est. Cost Unrealized
IR INGERSOLL RAND INC 0.0%
Value $49,988 Shares 631 Est. Cost Unrealized
EQT EQT CORP 0.0%
Value $49,366 Shares 921 Est. Cost Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $48,638 Shares 88 Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $48,493 Shares 95 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.0%
Value $48,290 Shares 878 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $47,835 Shares 511 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $47,588 Shares 185 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $46,770 Shares 942 Est. Cost Unrealized
PODD INSULET CORP 0.0%
Value $46,331 Shares 163 Est. Cost Unrealized
TRMB TRIMBLE INC 0.0%
Value $46,148 Shares 589 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $45,566 Shares 210 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $44,675 Shares 144 Est. Cost Unrealized
IDA IDACORP INC 0.0%
Value $44,549 Shares 352 Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $44,411 Shares 199 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $44,087 Shares 324 Est. Cost Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $43,406 Shares 1,553 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $43,325 Shares 645 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $42,644 Shares 208 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $42,364 Shares 172 Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $42,341 Shares 68 Est. Cost Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value $41,787 Shares 478 Est. Cost Unrealized
EVR EVERCORE INC 0.0%
Value $40,830 Shares 120 Est. Cost Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value $40,055 Shares 205 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $38,295 Shares 117 Est. Cost Unrealized
EOG EOG RES INC 0.0%
Value $38,119 Shares 363 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $37,797 Shares 43 Est. Cost Unrealized
GFF GRIFFON CORP 0.0%
Value $37,709 Shares 512 Est. Cost Unrealized
BP BP PLC 0.0%
Value $36,710 Shares 1,057 Est. Cost Unrealized
CACI CACI INTL INC 0.0%
Value $34,633 Shares 65 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $34,422 Shares 215 Est. Cost Unrealized
AZZ AZZ INC 0.0%
Value $33,547 Shares 313 Est. Cost Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $33,492 Shares 1,272 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $33,010 Shares 230 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $32,948 Shares 211 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $32,280 Shares 4,000 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $32,124 Shares 150 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $31,228 Shares 180 Est. Cost Unrealized
APP APPLOVIN CORP 0.0%
Value $30,996 Shares 46 Est. Cost Unrealized
GRBK GREEN BRICK PARTNERS INC 0.0%
Value $30,766 Shares 491 Est. Cost Unrealized
CSL CARLISLE COS INC 0.0%
Value $30,707 Shares 96 Est. Cost Unrealized
CDW CDW CORP 0.0%
Value $29,555 Shares 217 Est. Cost Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value $28,845 Shares 4,675 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $28,598 Shares 118 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $27,846 Shares 96 Est. Cost Unrealized
SONY SONY GROUP CORP 0.0%
Value $27,597 Shares 1,078 Est. Cost Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value $27,588 Shares 309 Est. Cost Unrealized
SF STIFEL FINL CORP 0.0%
Value $26,547 Shares 212 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $26,492 Shares 330 Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $25,002 Shares 70 Est. Cost Unrealized
BROS DUTCH BROS INC 0.0%
Value $24,243 Shares 396 Est. Cost Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value $23,342 Shares 550 Est. Cost Unrealized
UL UNILEVER PLC 0.0%
Value $23,253 Shares 356 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $23,159 Shares 1,175 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $22,580 Shares 226 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $22,264 Shares 39 Est. Cost Unrealized
ING ING GROEP N.V. 0.0%
Value $20,720 Shares 740 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $19,385 Shares 437 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $18,979 Shares 54 Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $17,631 Shares 161 Est. Cost Unrealized
BCS BARCLAYS PLC 0.0%
Value $17,484 Shares 687 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $17,387 Shares 323 Est. Cost Unrealized
LII LENNOX INTL INC 0.0%
Value $16,510 Shares 34 Est. Cost Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $16,486 Shares 735 Est. Cost Unrealized
NMAX NEWSMAX INC 0.0%
Value $16,388 Shares 2,120 Est. Cost Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $15,026 Shares 191 Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value $15,019 Shares 947 Est. Cost Unrealized
RBA RB GLOBAL INC 0.0%
Value $14,916 Shares 145 Est. Cost Unrealized
SHEL SHELL PLC 0.0%
Value $14,769 Shares 201 Est. Cost Unrealized
HIPO HIPPO HLDGS INC 0.0%
Value $14,739 Shares 490 Est. Cost Unrealized
MORN MORNINGSTAR INC 0.0%
Value $13,908 Shares 64 Est. Cost Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value $13,730 Shares 1,000 Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $13,420 Shares 2,532 Est. Cost Unrealized
GSK GSK PLC 0.0%
Value $11,917 Shares 243 Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $9,521 Shares 21 Est. Cost Unrealized
POOL POOL CORP 0.0%
Value $9,379 Shares 41 Est. Cost Unrealized