NAVELLIER & ASSOCIATES INC Diversified Active

CIK: 0000872163 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $583,361 (100.0% shares, 0.0% debt)

Holdings (307)

NVDA NVIDIA Corporation 4.1%
Value ($000) $23,902 Shares 54,949 Est. Cost $17.69 Unrealized +153.1%
XOM Exxon Mobil Corporation 3.3%
Value ($000) $19,491 Shares 165,764 Est. Cost $100.52 Unrealized +0.5%
COP ConocoPhillips 2.6%
Value ($000) $15,137 Shares 126,349 Est. Cost $73.57 Unrealized +46.6%
PWR Quanta Services, Inc. 2.3%
Value ($000) $13,139 Shares 70,234 Est. Cost $117.00 Unrealized +70.8%
EOG EOG Resources, Inc. 2.0%
Value ($000) $11,872 Shares 93,654 Est. Cost $86.68 Unrealized +35.2%
LLY Eli Lilly and Company 2.0%
Value ($000) $11,737 Shares 21,852 Est. Cost $381.05 Unrealized +33.0%
PSX Phillips 66 1.7%
Value ($000) $10,103 Shares 84,087 Est. Cost $79.97 Unrealized +29.2%
AAPL Apple Inc. 1.7%
Value ($000) $9,747 Shares 56,931 Est. Cost $159.32 Unrealized +13.8%
NVO Novo Nordisk A/S Sponsored ADR Class B 1.6%
Value ($000) $9,559 Shares 105,111 Est. Cost $125.67 Unrealized
VLO Valero Energy Corporation 1.6%
Value ($000) $9,462 Shares 66,771 Est. Cost $103.94 Unrealized +17.5%
Super Micro Computer, Inc. 1.6%
Value ($000) $9,401 Shares 34,283 Est. Cost $140.22 Unrealized
COST Costco Wholesale Corporation 1.1%
Value ($000) $6,682 Shares 11,828 Est. Cost $481.54 Unrealized +10.5%
LW Lamb Weston Holdings, Inc. 1.1%
Value ($000) $6,635 Shares 71,760 Est. Cost $88.77 Unrealized +8.8%
MSFT Microsoft Corporation 1.1%
Value ($000) $6,434 Shares 20,377 Est. Cost $265.23 Unrealized +22.4%
EME EMCOR Group, Inc. 1.0%
Value ($000) $6,116 Shares 29,072 Est. Cost $208.00 Unrealized 0.0%
BLDR Builders FirstSource, Inc. 1.0%
Value ($000) $6,017 Shares 48,332 Est. Cost $71.47 Unrealized +93.0%
PCAR PACCAR Inc 1.0%
Value ($000) $5,844 Shares 68,736 Est. Cost $76.12 Unrealized +0.8%
TOL Toll Brothers, Inc. 1.0%
Value ($000) $5,810 Shares 78,561 Est. Cost $67.93 Unrealized +16.2%
ABBV AbbVie, Inc. 0.9%
Value ($000) $5,474 Shares 36,726 Est. Cost $75.32 Unrealized +79.7%
PEP PepsiCo, Inc. 0.9%
Value ($000) $5,424 Shares 32,013 Est. Cost $132.66 Unrealized +26.0%
AMGN Amgen Inc. 0.9%
Value ($000) $5,339 Shares 19,864 Est. Cost $113.51 Unrealized +104.3%
MPC Marathon Petroleum Corporation 0.9%
Value ($000) $5,298 Shares 35,005 Est. Cost $107.07 Unrealized +23.9%
ETN Eaton Corp. Plc 0.9%
Value ($000) $5,278 Shares 24,746 Est. Cost $173.41 Unrealized +20.9%
AVGO Broadcom Inc. 0.9%
Value ($000) $5,266 Shares 6,340 Est. Cost $70.59 Unrealized +19.0%
LULU Lululemon Athletica Inc 0.9%
Value ($000) $5,168 Shares 13,403 Est. Cost $301.37 Unrealized +26.8%
CPRT Copart, Inc. 0.9%
Value ($000) $5,154 Shares 119,604 Est. Cost $41.96 Unrealized +5.9%
AAON AAON, Inc. 0.9%
Value ($000) $5,031 Shares 88,470 Est. Cost $57.39 Unrealized +9.6%
DRI Darden Restaurants, Inc. 0.8%
Value ($000) $4,872 Shares 34,020 Est. Cost $141.51 Unrealized +4.0%
GPC Genuine Parts Company 0.8%
Value ($000) $4,823 Shares 33,407 Est. Cost $146.77 Unrealized -1.6%
RCL Royal Caribbean Group 0.8%
Value ($000) $4,717 Shares 51,199 Est. Cost $98.44 Unrealized 0.0%
Arista Networks, Inc. 0.8%
Value ($000) $4,713 Shares 25,625 Est. Cost $112.89 Unrealized
VIST Vista Energy SAB de CV Sponsored ADR Class A 0.8%
Value ($000) $4,669 Shares 153,648 Est. Cost $12.40 Unrealized
VST Vistra Corp. 0.8%
Value ($000) $4,446 Shares 134,006 Est. Cost $23.05 Unrealized +26.9%
HUBB Hubbell Incorporated 0.7%
Value ($000) $4,276 Shares 13,644 Est. Cost $267.20 Unrealized +15.4%
FSLR First Solar, Inc. 0.7%
Value ($000) $4,163 Shares 25,765 Est. Cost $185.20 Unrealized +0.7%
KOF Coca-Cola FEMSA SAB de CV Sponsored ADR Class L 0.7%
Value ($000) $4,134 Shares 52,701 Est. Cost $81.34 Unrealized
VRTX Vertex Pharmaceuticals Incorporated 0.7%
Value ($000) $4,114 Shares 11,830 Est. Cost $349.73 Unrealized 0.0%
STLD Steel Dynamics, Inc. 0.7%
Value ($000) $4,088 Shares 38,130 Est. Cost $60.97 Unrealized +64.7%
HII Huntington Ingalls Industries, Inc. 0.7%
Value ($000) $4,038 Shares 19,736 Est. Cost $182.85 Unrealized +14.4%
IPAR Inter Parfums, Inc. 0.7%
Value ($000) $4,033 Shares 30,020 Est. Cost $139.97 Unrealized -2.0%
RACE Ferrari NV 0.7%
Value ($000) $3,979 Shares 13,462 Est. Cost $291.36 Unrealized +6.5%
LSCC Lattice Semiconductor Corporation 0.6%
Value ($000) $3,782 Shares 44,007 Est. Cost $96.04 Unrealized
UVV Universal Corp 0.6%
Value ($000) $3,776 Shares 79,983 Est. Cost $46.38 Unrealized +4.1%
ALGM Allegro MicroSystems, Inc. 0.6%
Value ($000) $3,743 Shares 117,184 Est. Cost $40.64 Unrealized -0.0%
PBF PBF Energy, Inc. Class A 0.6%
Value ($000) $3,741 Shares 69,890 Est. Cost $34.12 Unrealized +39.6%
ON ON Semiconductor Corporation 0.6%
Value ($000) $3,698 Shares 39,783 Est. Cost $58.44 Unrealized +66.2%
VRSN VeriSign, Inc. 0.6%
Value ($000) $3,588 Shares 17,714 Est. Cost $218.54 Unrealized -5.8%
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.6%
Value ($000) $3,572 Shares 62,196 Est. Cost $55.55 Unrealized
AXON Axon Enterprise Inc 0.6%
Value ($000) $3,520 Shares 17,690 Est. Cost $207.16 Unrealized -5.1%
FXN First Trust Energy AlphaDEX Fund 0.6%
Value ($000) $3,512 Shares 201,592 Est. Cost $17.42 Unrealized
WSC WillScot Mobile Mini Holdings Corp. Class A 0.6%
Value ($000) $3,474 Shares 83,519 Est. Cost $39.00 Unrealized +12.8%
PG Procter & Gamble Company 0.6%
Value ($000) $3,461 Shares 23,728 Est. Cost $137.85 Unrealized +4.5%
RIO Rio Tinto plc Sponsored ADR 0.6%
Value ($000) $3,411 Shares 53,593 Est. Cost $58.31 Unrealized
FBT First Trust NYSE Arca Biotechnology Index Fund 0.6%
Value ($000) $3,406 Shares 23,276 Est. Cost $153.03 Unrealized
FXG First Trust Consumer Staples AlphaDEX Fund 0.6%
Value ($000) $3,392 Shares 56,216 Est. Cost $62.65 Unrealized
TRGP Targa Resources Corp. 0.6%
Value ($000) $3,227 Shares 37,646 Est. Cost $66.26 Unrealized +18.7%
FRO Frontline Plc 0.6%
Value ($000) $3,226 Shares 171,804 Est. Cost $10.37 Unrealized +37.0%
META Meta Platforms Inc. Class A 0.5%
Value ($000) $3,207 Shares 10,682 Est. Cost $272.92 Unrealized +9.6%
INGR Ingredion Incorporated 0.5%
Value ($000) $3,202 Shares 32,542 Est. Cost $106.33 Unrealized -2.4%
ULTA Ulta Beauty Inc. 0.5%
Value ($000) $3,197 Shares 8,004 Est. Cost $513.25 Unrealized -14.8%
FXO First Trust Financials AlphaDEX Fund 0.5%
Value ($000) $3,196 Shares 84,493 Est. Cost $37.83 Unrealized
FXZ First Trust Materials AlphaDEX Fund 0.5%
Value ($000) $3,099 Shares 49,170 Est. Cost $63.03 Unrealized
NXST Nexstar Media Group, Inc. 0.5%
Value ($000) $3,095 Shares 21,586 Est. Cost $154.88 Unrealized -5.5%
DINO HF Sinclair Corporation 0.5%
Value ($000) $3,084 Shares 54,166 Est. Cost $50.59 Unrealized -2.9%
Livent Corporation 0.5%
Value ($000) $3,043 Shares 165,308 Est. Cost $20.62 Unrealized
CVX Chevron Corporation 0.5%
Value ($000) $2,989 Shares 17,727 Est. Cost $116.07 Unrealized +25.6%
KMB Kimberly-Clark Corporation 0.5%
Value ($000) $2,986 Shares 24,709 Est. Cost $115.56 Unrealized +1.9%
ACLS Axcelis Technologies, Inc. 0.5%
Value ($000) $2,919 Shares 17,903 Est. Cost $70.45 Unrealized +149.7%
GD General Dynamics Corporation 0.5%
Value ($000) $2,864 Shares 12,963 Est. Cost $207.09 Unrealized +2.0%
ELF e.l.f. Beauty, Inc. 0.5%
Value ($000) $2,856 Shares 26,007 Est. Cost $90.34 Unrealized +34.4%
BAH Booz Allen Hamilton Holding Corporation Class A 0.5%
Value ($000) $2,854 Shares 26,118 Est. Cost $97.72 Unrealized +12.1%
CUBE CubeSmart 0.5%
Value ($000) $2,830 Shares 74,207 Est. Cost $44.93 Unrealized
LMT Lockheed Martin Corporation 0.5%
Value ($000) $2,809 Shares 6,868 Est. Cost $282.55 Unrealized +46.9%
Marathon Oil Corporation 0.5%
Value ($000) $2,730 Shares 102,050 Est. Cost $25.11 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $2,693 Shares 17,291 Est. Cost $148.68 Unrealized +3.1%
LDOS Leidos Holdings, Inc. 0.5%
Value ($000) $2,675 Shares 29,024 Est. Cost $93.36 Unrealized -1.9%
NSP Insperity, Inc. 0.4%
Value ($000) $2,620 Shares 26,846 Est. Cost $109.10 Unrealized -11.5%
CONSOL Energy Inc 0.4%
Value ($000) $2,611 Shares 24,886 Est. Cost $57.04 Unrealized
CL Colgate-Palmolive Company 0.4%
Value ($000) $2,521 Shares 35,450 Est. Cost $65.33 Unrealized +8.5%
FTNT Fortinet, Inc. 0.4%
Value ($000) $2,519 Shares 42,926 Est. Cost $45.44 Unrealized +45.7%
ENPH Enphase Energy, Inc. 0.4%
Value ($000) $2,450 Shares 20,395 Est. Cost $124.53 Unrealized +14.4%
ASC Ardmore Shipping Corp. 0.4%
Value ($000) $2,393 Shares 183,933 Est. Cost $7.26 Unrealized +59.6%
CRAI CRA International, Inc. 0.4%
Value ($000) $2,392 Shares 23,740 Est. Cost $106.07 Unrealized -3.7%
EFG iShares MSCI EAFE Growth ETF 0.4%
Value ($000) $2,298 Shares 26,633 Est. Cost $86.30 Unrealized
FTEC Fidelity MSCI Information Technology Index ETF 0.4%
Value ($000) $2,286 Shares 18,600 Est. Cost $117.80 Unrealized
BHP BHP Group Ltd Sponsored American Depositary Receipt Repr 2 Shs 0.4%
Value ($000) $2,264 Shares 39,810 Est. Cost $56.63 Unrealized
TS Tenaris S.A. Sponsored ADR 0.4%
Value ($000) $2,238 Shares 70,836 Est. Cost $30.06 Unrealized
BWXT BWX Technologies, Inc. 0.4%
Value ($000) $2,205 Shares 29,409 Est. Cost $58.85 Unrealized +20.2%
Lam Research Corporation 0.4%
Value ($000) $2,169 Shares 3,460 Est. Cost $626.77 Unrealized
ALSN Allison Transmission Holdings, Inc. 0.3%
Value ($000) $1,936 Shares 32,784 Est. Cost $47.85 Unrealized +19.5%
ACGL Arch Capital Group Ltd. 0.3%
Value ($000) $1,883 Shares 23,618 Est. Cost $74.00 Unrealized 0.0%
LPG Dorian LPG Ltd. 0.3%
Value ($000) $1,817 Shares 63,245 Est. Cost $21.37 Unrealized +25.9%
ATKR Atkore Inc 0.3%
Value ($000) $1,766 Shares 11,837 Est. Cost $101.38 Unrealized +43.6%
TH Target Hospitality Corp. 0.3%
Value ($000) $1,729 Shares 108,900 Est. Cost $13.84 Unrealized +1.9%
AMZN Amazon.com, Inc. 0.3%
Value ($000) $1,681 Shares 13,226 Est. Cost $123.52 Unrealized +8.5%
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $1,631 Shares 33,333 Est. Cost $48.93 Unrealized
CPRX Catalyst Pharmaceuticals, Inc. 0.3%
Value ($000) $1,597 Shares 136,614 Est. Cost $12.61 Unrealized +6.0%
FTI TechnipFMC plc 0.3%
Value ($000) $1,541 Shares 75,766 Est. Cost $15.03 Unrealized +23.4%
CPA Copa Holdings, S.A. Class A 0.3%
Value ($000) $1,537 Shares 17,249 Est. Cost $87.59 Unrealized +2.6%
VWAGY Volkswagen AG Unsponsored ADR 0.3%
Value ($000) $1,535 Shares 116,237 Est. Cost $29.60 Unrealized
DHT DHT Holdings, Inc. 0.3%
Value ($000) $1,532 Shares 148,724 Est. Cost $6.18 Unrealized +26.5%
IJR iShares Core S&P Small Cap ETF 0.3%
Value ($000) $1,522 Shares 16,140 Est. Cost $94.33 Unrealized
0 Barley Mill Rd, Greenville, DE 19807 0.3%
Value ($000) $1,500 Shares 1 Est. Cost $1500000.00 Unrealized
CRS Carpenter Technology Corporation 0.3%
Value ($000) $1,492 Shares 22,200 Est. Cost $59.54 Unrealized 0.0%
SHLS Shoals Technologies Group, Inc. Class A 0.3%
Value ($000) $1,478 Shares 80,998 Est. Cost $23.78 Unrealized -6.4%
MCD McDonald's Corporation 0.2%
Value ($000) $1,450 Shares 5,503 Est. Cost $170.10 Unrealized +58.4%
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $1,441 Shares 24,868 Est. Cost $59.74 Unrealized
MRK Merck & Co., Inc. 0.2%
Value ($000) $1,414 Shares 13,730 Est. Cost $73.21 Unrealized +36.4%
AGI Alamos Gold Inc. 0.2%
Value ($000) $1,412 Shares 125,071 Est. Cost $12.53 Unrealized -5.1%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $1,409 Shares 3,297 Est. Cost $343.29 Unrealized
KLAC KLA Corporation 0.2%
Value ($000) $1,362 Shares 2,969 Est. Cost $190.14 Unrealized +146.9%
CECO CECO Environmental Corp. 0.2%
Value ($000) $1,355 Shares 84,877 Est. Cost $10.75 Unrealized +27.3%
MNSO MINISO Group Holding Ltd. Sponsored ADR 0.2%
Value ($000) $1,315 Shares 50,763 Est. Cost $18.09 Unrealized
PERI Perion Network Ltd 0.2%
Value ($000) $1,304 Shares 42,584 Est. Cost $22.87 Unrealized +46.7%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,303 Shares 6,400 Est. Cost $167.22 Unrealized +23.3%
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $1,302 Shares 200,303 Est. Cost $6.50 Unrealized
EWJ iShares MSCI Japan ETF 0.2%
Value ($000) $1,295 Shares 21,472 Est. Cost $59.13 Unrealized
JPM JPMorgan Chase & Co. 0.2%
Value ($000) $1,270 Shares 8,760 Est. Cost $139.85 Unrealized +1.8%
CODI Compass Diversified Holdings 0.2%
Value ($000) $1,239 Shares 65,995 Est. Cost $19.28 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $1,226 Shares 4,915 Est. Cost $249.35 Unrealized
TYL Tyler Technologies, Inc. 0.2%
Value ($000) $1,207 Shares 3,125 Est. Cost $392.65 Unrealized 0.0%
CWCO Consolidated Water Co. Ltd. 0.2%
Value ($000) $1,206 Shares 42,398 Est. Cost $23.74 Unrealized 0.0%
LNTH Lantheus Holdings Inc 0.2%
Value ($000) $1,171 Shares 16,854 Est. Cost $66.12 Unrealized +10.6%
HD Home Depot, Inc. 0.2%
Value ($000) $1,141 Shares 3,775 Est. Cost $185.07 Unrealized +63.7%
UFPT UFP Technologies, Inc. 0.2%
Value ($000) $1,116 Shares 6,913 Est. Cost $112.53 Unrealized +55.6%
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs 0.2%
Value ($000) $1,091 Shares 39,357 Est. Cost $27.72 Unrealized
VIPS Vipshop Holdings Ltd Sponsored ADR 0.2%
Value ($000) $1,090 Shares 68,072 Est. Cost $15.26 Unrealized
TGLS Tecnoglass Inc. 0.2%
Value ($000) $1,083 Shares 32,869 Est. Cost $24.74 Unrealized +62.4%
COCO Vita Coco Company, Inc. 0.2%
Value ($000) $1,071 Shares 41,141 Est. Cost $26.69 Unrealized 0.0%
EXTR Extreme Networks, Inc. 0.2%
Value ($000) $1,056 Shares 43,614 Est. Cost $20.02 Unrealized +35.2%
STNG Scorpio Tankers Inc. 0.2%
Value ($000) $1,027 Shares 18,984 Est. Cost $39.00 Unrealized
LOW Lowe's Companies, Inc. 0.2%
Value ($000) $1,018 Shares 4,900 Est. Cost $214.91 Unrealized 0.0%
LPLA LPL Financial Holdings Inc. 0.2%
Value ($000) $1,006 Shares 4,233 Est. Cost $89.28 Unrealized +160.1%
ENIC Enel Chile SA Sponsored ADR 0.2%
Value ($000) $997 Shares 336,885 Est. Cost $3.33 Unrealized
Sitio Royalties Corp. Class A 0.2%
Value ($000) $991 Shares 40,938 Est. Cost $28.78 Unrealized
KNSL Kinsale Capital Group, Inc. 0.2%
Value ($000) $975 Shares 2,354 Est. Cost $386.74 Unrealized 0.0%
ADBE Adobe Incorporated 0.2%
Value ($000) $969 Shares 1,900 Est. Cost $524.63 Unrealized 0.0%
HDSN Hudson Technologies, Inc. 0.2%
Value ($000) $955 Shares 71,769 Est. Cost $8.25 Unrealized +30.8%
BSM Black Stone Minerals LP 0.2%
Value ($000) $943 Shares 54,713 Est. Cost $14.13 Unrealized
SHEL Shell Plc Sponsored ADR 0.2%
Value ($000) $930 Shares 14,450 Est. Cost $52.94 Unrealized
NSSC NAPCO Security Technologies, Inc. 0.2%
Value ($000) $919 Shares 41,306 Est. Cost $30.75 Unrealized -4.5%
IYW iShares U.S. Technology ETF 0.2%
Value ($000) $911 Shares 8,684 Est. Cost $92.81 Unrealized
Teekay Tankers Ltd. Class A 0.2%
Value ($000) $905 Shares 21,738 Est. Cost $33.86 Unrealized
GMAB Genmab A/S Sponsored ADR 0.2%
Value ($000) $903 Shares 25,600 Est. Cost $41.71 Unrealized
RMBS Rambus Inc. 0.2%
Value ($000) $894 Shares 16,030 Est. Cost $40.75 Unrealized +39.2%
IYJ iShares U.S. Industrials ETF 0.2%
Value ($000) $886 Shares 8,782 Est. Cost $100.16 Unrealized
CRM Salesforce, Inc. 0.2%
Value ($000) $878 Shares 4,330 Est. Cost $213.47 Unrealized 0.0%
ARHS Arhaus, Inc. Class A 0.1%
Value ($000) $871 Shares 93,625 Est. Cost $11.21 Unrealized -9.6%
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.1%
Value ($000) $850 Shares 38,828 Est. Cost $21.90 Unrealized
Profire Energy, Inc. 0.1%
Value ($000) $844 Shares 303,565 Est. Cost $2.78 Unrealized
FMC FMC Corporation 0.1%
Value ($000) $833 Shares 12,431 Est. Cost $77.68 Unrealized 0.0%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $824 Shares 21,010 Est. Cost $39.21 Unrealized
TITN Titan Machinery Inc. 0.1%
Value ($000) $812 Shares 30,558 Est. Cost $28.91 Unrealized +2.0%
KO Coca-Cola Company 0.1%
Value ($000) $812 Shares 14,505 Est. Cost $48.95 Unrealized +13.8%
UNH UnitedHealth Group Incorporated 0.1%
Value ($000) $799 Shares 1,585 Est. Cost $187.14 Unrealized +151.1%
XLB Materials Select Sector SPDR Fund 0.1%
Value ($000) $784 Shares 9,981 Est. Cost $80.66 Unrealized
NOW ServiceNow, Inc. 0.1%
Value ($000) $783 Shares 1,400 Est. Cost $114.08 Unrealized 0.0%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $778 Shares 20,495 Est. Cost $37.95 Unrealized
76ers Wilmington Sports QOZ Fund - LLC 0.1%
Value ($000) $768 Shares 1 Est. Cost $767587.00 Unrealized
BELFB Bel Fuse Inc. Class B 0.1%
Value ($000) $745 Shares 15,620 Est. Cost $32.71 Unrealized +56.1%
EPP iShares MSCI Pacific ex-Japan ETF 0.1%
Value ($000) $743 Shares 18,666 Est. Cost $39.78 Unrealized
TXN Texas Instruments Incorporated 0.1%
Value ($000) $742 Shares 4,668 Est. Cost $142.29 Unrealized +11.7%
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $737 Shares 4,578 Est. Cost $160.98 Unrealized
MSCI MSCI Inc. Class A 0.1%
Value ($000) $734 Shares 1,430 Est. Cost $316.15 Unrealized +61.6%
Panasonic Holdings Corporation Sponsored ADR 0.1%
Value ($000) $732 Shares 64,959 Est. Cost $11.02 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $729 Shares 3,700 Est. Cost $205.00 Unrealized 0.0%
DKS Dick's Sporting Goods, Inc. 0.1%
Value ($000) $727 Shares 6,698 Est. Cost $103.78 Unrealized +15.0%
INTT inTEST Corporation 0.1%
Value ($000) $717 Shares 47,297 Est. Cost $18.16 Unrealized +1.7%
SPXC SPX Technologies, Inc. 0.1%
Value ($000) $717 Shares 8,814 Est. Cost $84.92 Unrealized
WGROX Wasatch Core Growth Fund 0.1%
Value ($000) $713 Shares 9,674 Est. Cost $73.66 Unrealized
VOC VOC Energy Trust 0.1%
Value ($000) $704 Shares 71,689 Est. Cost $6.92 Unrealized
ARLP Alliance Resource Partners, L.P. 0.1%
Value ($000) $700 Shares 31,065 Est. Cost $22.07 Unrealized
IBM International Business Machines Corporation 0.1%
Value ($000) $699 Shares 4,983 Est. Cost $121.29 Unrealized +8.6%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $687 Shares 12,000 Est. Cost $64.42 Unrealized 0.0%
PFE Pfizer Inc. 0.1%
Value ($000) $680 Shares 20,490 Est. Cost $30.57 Unrealized 0.0%
ADI Analog Devices, Inc. 0.1%
Value ($000) $667 Shares 3,810 Est. Cost $176.96 Unrealized 0.0%
ABT Abbott Laboratories 0.1%
Value ($000) $664 Shares 6,860 Est. Cost $100.45 Unrealized 0.0%
INSW International Seaways, Inc. 0.1%
Value ($000) $662 Shares 14,720 Est. Cost $29.03 Unrealized +13.0%
MOD Modine Manufacturing Company 0.1%
Value ($000) $658 Shares 14,374 Est. Cost $23.38 Unrealized +79.3%
NSRGY Nestle S.A. Sponsored ADR 0.1%
Value ($000) $656 Shares 5,793 Est. Cost $113.17 Unrealized
TEN Tsakos Energy Navigation Limited 0.1%
Value ($000) $648 Shares 31,193 Est. Cost $17.95 Unrealized +10.4%
YPF YPF SA Sponsored ADR Class D 0.1%
Value ($000) $637 Shares 52,000 Est. Cost $9.58 Unrealized
NAT Nordic American Tankers Limited 0.1%
Value ($000) $637 Shares 154,553 Est. Cost $3.24 Unrealized +23.4%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $636 Shares 1,480 Est. Cost $429.43 Unrealized
LNG Cheniere Energy, Inc. 0.1%
Value ($000) $634 Shares 3,822 Est. Cost $165.86 Unrealized -2.7%
LYTS LSI Industries Inc. 0.1%
Value ($000) $606 Shares 38,130 Est. Cost $13.79 Unrealized +1.2%
KR Kroger Co. 0.1%
Value ($000) $599 Shares 13,390 Est. Cost $33.00 Unrealized +35.3%
GOOGL Alphabet Inc. Class A 0.1%
Value ($000) $599 Shares 4,576 Est. Cost $128.39 Unrealized 0.0%
Office Investors XX North Shore LLC 0.1%
Value ($000) $593 Shares 1 Est. Cost $592710.00 Unrealized
DIS Walt Disney Company 0.1%
Value ($000) $587 Shares 7,241 Est. Cost $88.16 Unrealized -5.4%
HON Honeywell International Inc. 0.1%
Value ($000) $587 Shares 3,176 Est. Cost $148.19 Unrealized +17.3%
CSIQ Canadian Solar Inc. 0.1%
Value ($000) $585 Shares 23,762 Est. Cost $39.65 Unrealized -20.2%
NOVT Novanta Inc 0.1%
Value ($000) $575 Shares 4,010 Est. Cost $74.76 Unrealized +117.9%
Unilever PLC Sponsored ADR 0.1%
Value ($000) $568 Shares 11,492 Est. Cost $49.40 Unrealized
BIIB Biogen Inc. 0.1%
Value ($000) $556 Shares 2,164 Est. Cost $267.47 Unrealized 0.0%
MASI Masimo Corporation 0.1%
Value ($000) $553 Shares 6,310 Est. Cost $116.39 Unrealized 0.0%
MLI Mueller Industries, Inc. 0.1%
Value ($000) $525 Shares 6,984 Est. Cost $26.99 Unrealized +42.3%
BCC Boise Cascade Co. 0.1%
Value ($000) $513 Shares 4,976 Est. Cost $63.96 Unrealized +45.3%
HURN Huron Consulting Group Inc. 0.1%
Value ($000) $509 Shares 4,886 Est. Cost $82.00 Unrealized +16.1%
CSX CSX Corporation 0.1%
Value ($000) $507 Shares 16,500 Est. Cost $28.82 Unrealized +6.1%
OKE ONEOK, Inc. 0.1%
Value ($000) $502 Shares 7,909 Est. Cost $50.22 Unrealized +15.4%
Activision Blizzard, Inc. 0.1%
Value ($000) $498 Shares 5,320 Est. Cost $93.63 Unrealized
YUM Yum! Brands, Inc. 0.1%
Value ($000) $491 Shares 3,932 Est. Cost $83.46 Unrealized +50.5%
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $490 Shares 3,720 Est. Cost $129.05 Unrealized 0.0%
CALM Cal-Maine Foods, Inc. 0.1%
Value ($000) $484 Shares 9,999 Est. Cost $41.59 Unrealized -3.2%
RTX RTX Corp. 0.1%
Value ($000) $478 Shares 6,644 Est. Cost $81.24 Unrealized 0.0%
ORI Old Republic International Corporation 0.1%
Value ($000) $472 Shares 17,507 Est. Cost $12.68 Unrealized +76.1%
HAL Halliburton Company 0.1%
Value ($000) $468 Shares 11,565 Est. Cost $36.99 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc. 0.1%
Value ($000) $466 Shares 920 Est. Cost $528.90 Unrealized 0.0%
LAMR Lamar Advertising Company Class A 0.1%
Value ($000) $452 Shares 5,410 Est. Cost $94.57 Unrealized
FSS Federal Signal Corporation 0.1%
Value ($000) $449 Shares 7,511 Est. Cost $54.45 Unrealized +9.8%
PPG PPG Industries, Inc. 0.1%
Value ($000) $438 Shares 3,378 Est. Cost $133.03 Unrealized 0.0%
Arrowhead Capital Fund III 0.1%
Value ($000) $438 Shares 1 Est. Cost $438304.00 Unrealized
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $433 Shares 5,747 Est. Cost $75.99 Unrealized -1.8%
SBR Sabine Royalty Trust 0.1%
Value ($000) $430 Shares 6,532 Est. Cost $71.15 Unrealized
F Ford Motor Company 0.1%
Value ($000) $428 Shares 34,500 Est. Cost $10.82 Unrealized +2.5%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $428 Shares 1,778 Est. Cost $203.27 Unrealized +13.7%
HWM Howmet Aerospace Inc. 0.1%
Value ($000) $422 Shares 9,130 Est. Cost $46.03 Unrealized +5.1%
AIT Applied Industrial Technologies, Inc. 0.1%
Value ($000) $417 Shares 2,697 Est. Cost $109.18 Unrealized +34.7%
BAC Bank of America Corp 0.1%
Value ($000) $413 Shares 15,100 Est. Cost $24.18 Unrealized +15.1%
Berry Global Group Inc 0.1%
Value ($000) $407 Shares 6,567 Est. Cost $58.10 Unrealized
BWMN Bowman Consulting Group, Ltd. 0.1%
Value ($000) $406 Shares 14,497 Est. Cost $27.09 Unrealized +12.4%
INTC Intel Corporation 0.1%
Value ($000) $405 Shares 11,394 Est. Cost $34.22 Unrealized 0.0%
EXR Extra Space Storage Inc. 0.1%
Value ($000) $404 Shares 3,322 Est. Cost $141.13 Unrealized -14.1%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $404 Shares 14,928 Est. Cost $23.45 Unrealized +7.5%
DOX Amdocs Limited 0.1%
Value ($000) $401 Shares 4,750 Est. Cost $87.46 Unrealized -2.5%
DGII Digi International Inc. 0.1%
Value ($000) $388 Shares 14,357 Est. Cost $34.18 Unrealized +0.6%
APO Apollo Global Management Inc 0.1%
Value ($000) $387 Shares 4,313 Est. Cost $59.66 Unrealized +35.9%
NRT North European Oil Royalty Trust 0.1%
Value ($000) $377 Shares 30,844 Est. Cost $10.72 Unrealized
ELTK Eltek Ltd 0.1%
Value ($000) $375 Shares 39,650 Est. Cost $8.26 Unrealized 0.0%
FIX Comfort Systems USA, Inc. 0.1%
Value ($000) $371 Shares 2,180 Est. Cost $173.94 Unrealized 0.0%
CSPI CSP Inc. 0.1%
Value ($000) $367 Shares 20,989 Est. Cost $7.22 Unrealized 0.0%
DISYX BNY Mellon International Stock Fund Class Y 0.1%
Value ($000) $366 Shares 17,400 Est. Cost $21.04 Unrealized
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $360 Shares 22,525 Est. Cost $15.93 Unrealized 0.0%
SANM Sanmina Corporation 0.1%
Value ($000) $358 Shares 6,599 Est. Cost $59.52 Unrealized -5.5%
UPS United Parcel Service, Inc. Class B 0.1%
Value ($000) $357 Shares 2,292 Est. Cost $128.70 Unrealized +17.8%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $354 Shares 4,091 Est. Cost $20.16 Unrealized +8.9%
NDSN Nordson Corporation 0.1%
Value ($000) $352 Shares 1,578 Est. Cost $212.72 Unrealized +9.1%
ACN Accenture Plc Class A 0.1%
Value ($000) $350 Shares 1,140 Est. Cost $304.36 Unrealized 0.0%
GLD SPDR Gold Shares 0.1%
Value ($000) $350 Shares 2,041 Est. Cost $177.82 Unrealized
PLPC Preformed Line Products Company 0.1%
Value ($000) $343 Shares 2,110 Est. Cost $145.52 Unrealized +14.5%
PDS Precision Drilling Corporation 0.1%
Value ($000) $339 Shares 5,048 Est. Cost $70.59 Unrealized -9.9%
POWL Powell Industries, Inc. 0.1%
Value ($000) $337 Shares 4,068 Est. Cost $73.26 Unrealized 0.0%
TEX Terex Corporation 0.1%
Value ($000) $336 Shares 5,836 Est. Cost $59.60 Unrealized 0.0%
DGX Quest Diagnostics Incorporated 0.1%
Value ($000) $336 Shares 2,756 Est. Cost $116.26 Unrealized +9.4%
CSCO Cisco Systems, Inc. 0.1%
Value ($000) $334 Shares 6,211 Est. Cost $50.30 Unrealized 0.0%
REPX Riley Exploration Permian Inc 0.1%
Value ($000) $332 Shares 10,444 Est. Cost $32.75 Unrealized -9.5%
OPRA Opera Limited Sponsored ADR 0.1%
Value ($000) $330 Shares 29,319 Est. Cost $11.27 Unrealized
MAMA Mama's Creations, Inc. 0.1%
Value ($000) $329 Shares 75,376 Est. Cost $3.82 Unrealized 0.0%
BG Bunge Global SA 0.1%
Value ($000) $329 Shares 3,041 Est. Cost $101.97 Unrealized 0.0%
EPM Evolution Petroleum Corporation 0.1%
Value ($000) $329 Shares 48,060 Est. Cost $4.99 Unrealized +35.8%
WING Wingstop, Inc. 0.1%
Value ($000) $327 Shares 1,821 Est. Cost $195.43 Unrealized -11.6%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $326 Shares 740 Est. Cost $271.93 Unrealized +55.1%
PXS Pyxis Tankers, Inc. 0.1%
Value ($000) $325 Shares 87,253 Est. Cost $4.86 Unrealized -26.0%
FBP First Bancorp 0.1%
Value ($000) $324 Shares 24,085 Est. Cost $12.12 Unrealized +6.4%
ALB Albemarle Corporation 0.1%
Value ($000) $323 Shares 1,900 Est. Cost $191.29 Unrealized 0.0%
GTY Getty Realty Corp. 0.1%
Value ($000) $321 Shares 11,561 Est. Cost $26.95 Unrealized
AMR Alpha Metallurgical Resources, Inc. 0.1%
Value ($000) $313 Shares 1,205 Est. Cost $194.65 Unrealized 0.0%
HP Helmerich & Payne, Inc. 0.1%
Value ($000) $313 Shares 7,417 Est. Cost $41.76 Unrealized 0.0%
COTY Coty Inc. Class A 0.1%
Value ($000) $312 Shares 28,410 Est. Cost $11.78 Unrealized 0.0%
NECB NorthEast Community Bancorp Inc 0.1%
Value ($000) $310 Shares 20,979 Est. Cost $13.69 Unrealized +5.4%
BA Boeing Company 0.1%
Value ($000) $307 Shares 1,600 Est. Cost $218.79 Unrealized 0.0%
MGRC McGrath RentCorp 0.1%
Value ($000) $306 Shares 3,054 Est. Cost $97.39 Unrealized 0.0%
HSY Hershey Company 0.1%
Value ($000) $302 Shares 1,510 Est. Cost $125.97 Unrealized +65.7%
PM Philip Morris International Inc. 0.1%
Value ($000) $302 Shares 3,260 Est. Cost $86.18 Unrealized 0.0%
AXP American Express Company 0.1%
Value ($000) $301 Shares 2,016 Est. Cost $87.63 Unrealized +81.3%
Teekay Corporation 0.1%
Value ($000) $298 Shares 48,276 Est. Cost $6.17 Unrealized
AMKR Amkor Technology, Inc. 0.1%
Value ($000) $295 Shares 13,034 Est. Cost $22.38 Unrealized +12.7%
CROX Crocs, Inc. 0.1%
Value ($000) $293 Shares 3,323 Est. Cost $102.77 Unrealized 0.0%
C Citigroup Inc. 0.0%
Value ($000) $280 Shares 6,798 Est. Cost $42.00 Unrealized -3.7%
AON Aon Plc Class A 0.0%
Value ($000) $277 Shares 855 Est. Cost $325.28 Unrealized 0.0%
NVEC NVE Corporation 0.0%
Value ($000) $275 Shares 3,346 Est. Cost $84.14 Unrealized 0.0%
DD DuPont de Nemours, Inc. 0.0%
Value ($000) $274 Shares 3,668 Est. Cost $29.88 Unrealized 0.0%
ORCL Oracle Corporation 0.0%
Value ($000) $271 Shares 2,557 Est. Cost $112.78 Unrealized 0.0%
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $270 Shares 18,403 Est. Cost $10.75 Unrealized 0.0%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $264 Shares 1,701 Est. Cost $117.25 Unrealized
Encore Wire Corporation 0.0%
Value ($000) $264 Shares 1,448 Est. Cost $137.56 Unrealized
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $261 Shares 565 Est. Cost $449.31 Unrealized +11.7%
CVS CVS Health Corporation 0.0%
Value ($000) $257 Shares 3,675 Est. Cost $64.57 Unrealized 0.0%
POAHY Porsche Automobil Holding SE Unsponsored ADR 0.0%
Value ($000) $253 Shares 51,209 Est. Cost $5.77 Unrealized
Cooper Companies, Inc. 0.0%
Value ($000) $251 Shares 789 Est. Cost $370.48 Unrealized
LWAY Lifeway Foods, Inc. 0.0%
Value ($000) $250 Shares 24,200 Est. Cost $8.70 Unrealized 0.0%
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $247 Shares 11,642 Est. Cost $16.30 Unrealized
USLM United States Lime & Minerals, Inc. 0.0%
Value ($000) $247 Shares 1,230 Est. Cost $41.60 Unrealized 0.0%
LRLCY L'Oreal S.A.Unsponsored ADR 0.0%
Value ($000) $247 Shares 2,965 Est. Cost $83.26 Unrealized
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $245 Shares 16,164 Est. Cost $11.24 Unrealized
OMAB Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $245 Shares 2,818 Est. Cost $89.19 Unrealized
AGYS Agilysys, Inc. 0.0%
Value ($000) $244 Shares 3,684 Est. Cost $80.86 Unrealized -14.2%
UEC Uranium Energy Corp. 0.0%
Value ($000) $235 Shares 45,623 Est. Cost $4.07 Unrealized 0.0%
PH Parker-Hannifin Corporation 0.0%
Value ($000) $234 Shares 600 Est. Cost $391.41 Unrealized 0.0%
WMT Walmart Inc. 0.0%
Value ($000) $223 Shares 1,392 Est. Cost $31.88 Unrealized +62.5%
GMS, Inc. 0.0%
Value ($000) $221 Shares 3,448 Est. Cost $69.20 Unrealized
BX Blackstone Inc. 0.0%
Value ($000) $214 Shares 2,000 Est. Cost $97.43 Unrealized 0.0%
FTHFX Fuller & Thaler Behavioral Small-Cap Equity Fund - R6 Shares 0.0%
Value ($000) $211 Shares 5,674 Est. Cost $37.18 Unrealized
BWA BorgWarner Inc. 0.0%
Value ($000) $209 Shares 5,177 Est. Cost $40.98 Unrealized 0.0%
FIS Fidelity National Information Services, Inc. 0.0%
Value ($000) $207 Shares 3,752 Est. Cost $54.38 Unrealized 0.0%
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $205 Shares 622 Est. Cost $330.58 Unrealized 0.0%
RELL Richardson Electronics, Ltd. 0.0%
Value ($000) $204 Shares 18,684 Est. Cost $15.09 Unrealized -19.4%
YUMC Yum China Holdings, Inc. 0.0%
Value ($000) $204 Shares 3,653 Est. Cost $60.37 Unrealized -7.3%
HLIT Harmonic Inc. 0.0%
Value ($000) $191 Shares 19,845 Est. Cost $16.05 Unrealized -25.7%
HBAN Huntington Bancshares Incorporated 0.0%
Value ($000) $160 Shares 15,353 Est. Cost $10.09 Unrealized 0.0%
PR Permian Resources Corporation Class A 0.0%
Value ($000) $147 Shares 10,501 Est. Cost $10.21 Unrealized +23.2%
GNW Genworth Financial, Inc. Class A 0.0%
Value ($000) $133 Shares 22,739 Est. Cost $5.54 Unrealized +4.2%
ARCO Arcos Dorados Holdings, Inc. Class A 0.0%
Value ($000) $128 Shares 13,521 Est. Cost $7.59 Unrealized +27.1%
WT WisdomTree, Inc. 0.0%
Value ($000) $88 Shares 12,615 Est. Cost $7.00 Unrealized 0.0%
EGY VAALCO Energy, Inc. 0.0%
Value ($000) $67 Shares 15,308 Est. Cost $3.79 Unrealized 0.0%
SVA Sinovac Biotech Ltd. 0.0%
Value ($000) $0 Shares 14,649 Est. Cost $7.85 Unrealized -17.6%