NAVELLIER & ASSOCIATES INC Diversified Active

CIK: 0000872163 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $667,107 (100.0% shares, 0.0% debt)

Holdings (318)

NVDA NVIDIA Corporation 4.5%
Value ($000) $29,852 Shares 60,280 Est. Cost $20.22 Unrealized +129.0%
XOM Exxon Mobil Corporation 2.5%
Value ($000) $16,673 Shares 166,767 Est. Cost $100.52 Unrealized -2.9%
PWR Quanta Services, Inc. 2.4%
Value ($000) $15,703 Shares 72,767 Est. Cost $119.34 Unrealized +54.4%
COP ConocoPhillips 2.3%
Value ($000) $15,307 Shares 131,876 Est. Cost $75.09 Unrealized +46.1%
LLY Eli Lilly and Company 2.1%
Value ($000) $14,052 Shares 24,106 Est. Cost $399.20 Unrealized +44.1%
MSFT Microsoft Corporation 1.9%
Value ($000) $12,758 Shares 33,928 Est. Cost $299.23 Unrealized +17.1%
AAPL Apple Inc. 1.8%
Value ($000) $12,218 Shares 63,460 Est. Cost $161.74 Unrealized +13.0%
NVO Novo Nordisk A/S Sponsored ADR Class B 1.7%
Value ($000) $11,622 Shares 112,347 Est. Cost $124.24 Unrealized
Super Micro Computer, Inc. 1.7%
Value ($000) $11,514 Shares 40,505 Est. Cost $162.34 Unrealized
PSX Phillips 66 1.7%
Value ($000) $11,425 Shares 85,815 Est. Cost $80.59 Unrealized +37.8%
EOG EOG Resources, Inc. 1.7%
Value ($000) $11,266 Shares 93,143 Est. Cost $86.68 Unrealized +33.3%
EME EMCOR Group, Inc. 1.5%
Value ($000) $9,931 Shares 46,097 Est. Cost $208.31 Unrealized +0.3%
VLO Valero Energy Corporation 1.3%
Value ($000) $8,541 Shares 65,699 Est. Cost $103.94 Unrealized +14.8%
COST Costco Wholesale Corporation 1.3%
Value ($000) $8,487 Shares 12,858 Est. Cost $488.90 Unrealized +17.3%
BLDR Builders FirstSource, Inc. 1.3%
Value ($000) $8,381 Shares 50,203 Est. Cost $73.76 Unrealized +80.2%
TOL Toll Brothers, Inc. 1.2%
Value ($000) $8,286 Shares 80,613 Est. Cost $68.32 Unrealized +22.0%
LW Lamb Weston Holdings, Inc. 1.2%
Value ($000) $8,257 Shares 76,387 Est. Cost $88.97 Unrealized +3.4%
PCAR PACCAR Inc 1.2%
Value ($000) $8,211 Shares 84,090 Est. Cost $77.16 Unrealized +6.0%
RCL Royal Caribbean Group 1.2%
Value ($000) $7,866 Shares 60,746 Est. Cost $98.71 Unrealized +1.5%
AVGO Broadcom Inc. 1.2%
Value ($000) $7,746 Shares 6,939 Est. Cost $72.46 Unrealized +27.3%
CPRT Copart, Inc. 1.0%
Value ($000) $6,855 Shares 139,898 Est. Cost $42.72 Unrealized +10.6%
AAON AAON, Inc. 1.0%
Value ($000) $6,518 Shares 88,233 Est. Cost $57.39 Unrealized +6.5%
ETN Eaton Corp. Plc 0.9%
Value ($000) $6,185 Shares 25,682 Est. Cost $174.95 Unrealized +23.2%
ELF e.l.f. Beauty, Inc. 0.9%
Value ($000) $6,057 Shares 41,965 Est. Cost $99.86 Unrealized +15.5%
AMGN Amgen Inc. 0.9%
Value ($000) $6,024 Shares 20,915 Est. Cost $120.63 Unrealized +111.5%
BLD TopBuild Corp. 0.9%
Value ($000) $5,753 Shares 15,372 Est. Cost $286.36 Unrealized 0.0%
ABBV AbbVie, Inc. 0.9%
Value ($000) $5,744 Shares 37,064 Est. Cost $75.32 Unrealized +80.2%
PEP PepsiCo, Inc. 0.8%
Value ($000) $5,521 Shares 32,505 Est. Cost $132.98 Unrealized +15.6%
VIST Vista Energy SAB de CV Sponsored ADR Class A 0.8%
Value ($000) $5,463 Shares 185,115 Est. Cost $15.31 Unrealized
UVV Universal Corp 0.8%
Value ($000) $5,388 Shares 80,033 Est. Cost $46.38 Unrealized +15.5%
LULU Lululemon Athletica Inc 0.8%
Value ($000) $5,252 Shares 10,272 Est. Cost $301.37 Unrealized +43.4%
MPC Marathon Petroleum Corporation 0.8%
Value ($000) $5,243 Shares 35,342 Est. Cost $107.07 Unrealized +32.6%
VST Vistra Corp. 0.8%
Value ($000) $5,202 Shares 135,055 Est. Cost $23.05 Unrealized +47.9%
VRTX Vertex Pharmaceuticals Incorporated 0.8%
Value ($000) $5,045 Shares 12,398 Est. Cost $350.64 Unrealized +5.4%
HII Huntington Ingalls Industries, Inc. 0.8%
Value ($000) $5,019 Shares 19,330 Est. Cost $182.85 Unrealized +21.7%
KOF Coca-Cola FEMSA SAB de CV Sponsored ADR Class L 0.8%
Value ($000) $5,013 Shares 52,965 Est. Cost $81.34 Unrealized
Arista Networks, Inc. 0.7%
Value ($000) $4,665 Shares 19,806 Est. Cost $112.89 Unrealized
RACE Ferrari NV 0.7%
Value ($000) $4,649 Shares 13,736 Est. Cost $292.21 Unrealized +14.3%
IPAR Inter Parfums, Inc. 0.7%
Value ($000) $4,612 Shares 32,028 Est. Cost $139.38 Unrealized -6.3%
HUBB Hubbell Incorporated 0.7%
Value ($000) $4,579 Shares 13,921 Est. Cost $267.70 Unrealized +9.2%
COKE Coca-Cola Consolidated, Inc. 0.7%
Value ($000) $4,550 Shares 4,901 Est. Cost $70.13 Unrealized 0.0%
DRI Darden Restaurants, Inc. 0.6%
Value ($000) $4,237 Shares 25,788 Est. Cost $141.51 Unrealized +0.2%
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 0.6%
Value ($000) $4,222 Shares 24,061 Est. Cost $175.47 Unrealized
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.6%
Value ($000) $4,186 Shares 64,544 Est. Cost $55.89 Unrealized
TDG TransDigm Group Incorporated 0.6%
Value ($000) $4,072 Shares 4,025 Est. Cost $802.78 Unrealized 0.0%
FXL First Trust Technology AlphaDEX Fund 0.6%
Value ($000) $4,033 Shares 31,492 Est. Cost $128.07 Unrealized
RIO Rio Tinto plc Sponsored ADR 0.6%
Value ($000) $4,013 Shares 53,896 Est. Cost $58.31 Unrealized
LPG Dorian LPG Ltd. 0.6%
Value ($000) $3,935 Shares 89,693 Est. Cost $26.03 Unrealized +42.8%
FXO First Trust Financials AlphaDEX Fund 0.6%
Value ($000) $3,835 Shares 88,600 Est. Cost $38.08 Unrealized
PBF PBF Energy, Inc. Class A 0.6%
Value ($000) $3,782 Shares 86,031 Est. Cost $36.23 Unrealized +25.3%
META Meta Platforms Inc. Class A 0.6%
Value ($000) $3,776 Shares 10,667 Est. Cost $272.92 Unrealized +18.5%
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6%
Value ($000) $3,744 Shares 63,477 Est. Cost $58.98 Unrealized
AROC Archrock Inc. 0.6%
Value ($000) $3,677 Shares 238,736 Est. Cost $12.85 Unrealized 0.0%
LI Li Auto, Inc. Sponsored ADR Class A 0.5%
Value ($000) $3,570 Shares 95,370 Est. Cost $37.43 Unrealized
PG Procter & Gamble Company 0.5%
Value ($000) $3,535 Shares 24,120 Est. Cost $137.90 Unrealized +2.0%
FXN First Trust Energy AlphaDEX Fund 0.5%
Value ($000) $3,531 Shares 211,589 Est. Cost $17.39 Unrealized
AXON Axon Enterprise Inc 0.5%
Value ($000) $3,499 Shares 13,544 Est. Cost $207.16 Unrealized +8.8%
INGR Ingredion Incorporated 0.5%
Value ($000) $3,470 Shares 31,969 Est. Cost $106.33 Unrealized -5.6%
CUBE CubeSmart 0.5%
Value ($000) $3,370 Shares 72,714 Est. Cost $44.93 Unrealized
NXST Nexstar Media Group, Inc. 0.5%
Value ($000) $3,311 Shares 21,125 Est. Cost $154.88 Unrealized -14.0%
GD General Dynamics Corporation 0.5%
Value ($000) $3,298 Shares 12,701 Est. Cost $207.09 Unrealized +13.1%
BAH Booz Allen Hamilton Holding Corporation Class A 0.5%
Value ($000) $3,276 Shares 25,609 Est. Cost $97.72 Unrealized +22.0%
TRGP Targa Resources Corp. 0.5%
Value ($000) $3,266 Shares 37,601 Est. Cost $66.26 Unrealized +23.8%
ACLS Axcelis Technologies, Inc. 0.5%
Value ($000) $3,261 Shares 25,148 Est. Cost $89.86 Unrealized +53.4%
NSP Insperity, Inc. 0.5%
Value ($000) $3,089 Shares 26,353 Est. Cost $109.10 Unrealized -7.9%
LMT Lockheed Martin Corporation 0.5%
Value ($000) $3,073 Shares 6,779 Est. Cost $282.55 Unrealized +47.7%
KMB Kimberly-Clark Corporation 0.5%
Value ($000) $3,025 Shares 24,897 Est. Cost $115.56 Unrealized -3.8%
CDW CDW Corporation 0.4%
Value ($000) $2,999 Shares 13,192 Est. Cost $206.08 Unrealized 0.0%
DINO HF Sinclair Corporation 0.4%
Value ($000) $2,936 Shares 52,836 Est. Cost $50.59 Unrealized -1.8%
QQQ Invesco QQQ Trust Series I 0.4%
Value ($000) $2,881 Shares 7,036 Est. Cost $409.52 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,846 Shares 18,158 Est. Cost $148.43 Unrealized -3.3%
AMZN Amazon.com, Inc. 0.4%
Value ($000) $2,838 Shares 18,678 Est. Cost $128.38 Unrealized +9.2%
CVX Chevron Corporation 0.4%
Value ($000) $2,828 Shares 18,961 Est. Cost $117.48 Unrealized +17.3%
CL Colgate-Palmolive Company 0.4%
Value ($000) $2,796 Shares 35,077 Est. Cost $65.33 Unrealized +9.8%
CWCO Consolidated Water Co. Ltd. 0.4%
Value ($000) $2,777 Shares 78,002 Est. Cost $27.43 Unrealized +16.0%
Lam Research Corporation 0.4%
Value ($000) $2,710 Shares 3,460 Est. Cost $626.77 Unrealized
FTEC Fidelity MSCI Information Technology Index ETF 0.4%
Value ($000) $2,672 Shares 18,600 Est. Cost $117.80 Unrealized
BHP BHP Group Ltd Sponsored American Depositary Receipt Repr 2 Shs 0.4%
Value ($000) $2,664 Shares 38,995 Est. Cost $56.63 Unrealized
CONSOL Energy Inc 0.4%
Value ($000) $2,620 Shares 26,060 Est. Cost $59.00 Unrealized
CPRX Catalyst Pharmaceuticals, Inc. 0.4%
Value ($000) $2,593 Shares 154,277 Est. Cost $12.73 Unrealized +7.3%
EFG iShares MSCI EAFE Growth ETF 0.4%
Value ($000) $2,579 Shares 26,633 Est. Cost $86.30 Unrealized
FTNT Fortinet, Inc. 0.4%
Value ($000) $2,504 Shares 42,778 Est. Cost $45.44 Unrealized +21.6%
CECO CECO Environmental Corp. 0.3%
Value ($000) $2,317 Shares 114,258 Est. Cost $12.68 Unrealized +43.8%
SLB Schlumberger N.V. 0.3%
Value ($000) $2,282 Shares 43,846 Est. Cost $51.21 Unrealized 0.0%
BWXT BWX Technologies, Inc. 0.3%
Value ($000) $2,216 Shares 28,878 Est. Cost $58.85 Unrealized +28.2%
GSHD Goosehead Insurance, Inc. Class A 0.3%
Value ($000) $2,206 Shares 29,106 Est. Cost $72.25 Unrealized 0.0%
ACGL Arch Capital Group Ltd. 0.3%
Value ($000) $2,160 Shares 29,086 Est. Cost $74.70 Unrealized +4.0%
KLAC KLA Corporation 0.3%
Value ($000) $2,139 Shares 3,679 Est. Cost $252.05 Unrealized +102.7%
UNP Union Pacific Corporation 0.3%
Value ($000) $2,135 Shares 8,693 Est. Cost $178.30 Unrealized +17.4%
CSCO Cisco Systems, Inc. 0.3%
Value ($000) $2,063 Shares 40,838 Est. Cost $48.33 Unrealized -0.7%
IJH iShares Core S&P Mid-Cap ETF 0.3%
Value ($000) $1,986 Shares 7,165 Est. Cost $258.08 Unrealized
AGI Alamos Gold Inc. 0.3%
Value ($000) $1,975 Shares 146,627 Est. Cost $12.60 Unrealized +3.0%
CRS Carpenter Technology Corporation 0.3%
Value ($000) $1,932 Shares 27,285 Est. Cost $60.81 Unrealized +9.1%
ALSN Allison Transmission Holdings, Inc. 0.3%
Value ($000) $1,903 Shares 32,726 Est. Cost $47.85 Unrealized +13.7%
ADBE Adobe Inc. 0.3%
Value ($000) $1,885 Shares 3,160 Est. Cost $545.42 Unrealized +5.7%
MCD McDonald's Corporation 0.3%
Value ($000) $1,882 Shares 6,348 Est. Cost $181.89 Unrealized +42.2%
MRK Merck & Co., Inc. 0.3%
Value ($000) $1,797 Shares 16,486 Est. Cost $77.15 Unrealized +25.5%
MSM MSC Industrial Direct Co., Inc. Class A 0.3%
Value ($000) $1,791 Shares 17,682 Est. Cost $98.95 Unrealized 0.0%
VGK Vanguard FTSE Europe ETF 0.3%
Value ($000) $1,789 Shares 27,747 Est. Cost $60.23 Unrealized
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $1,737 Shares 33,333 Est. Cost $48.93 Unrealized
IYW iShares U.S. Technology ETF 0.3%
Value ($000) $1,731 Shares 14,098 Est. Cost $104.31 Unrealized
Livent Corporation 0.3%
Value ($000) $1,720 Shares 95,642 Est. Cost $20.62 Unrealized
HD Home Depot, Inc. 0.3%
Value ($000) $1,699 Shares 4,902 Est. Cost $210.05 Unrealized +39.8%
POWL Powell Industries, Inc. 0.3%
Value ($000) $1,685 Shares 19,062 Est. Cost $80.55 Unrealized +2.5%
NSSC NAPCO Security Technologies, Inc. 0.2%
Value ($000) $1,665 Shares 48,625 Est. Cost $30.00 Unrealized -14.1%
IYJ iShares U.S. Industrials ETF 0.2%
Value ($000) $1,661 Shares 14,528 Est. Cost $105.78 Unrealized
JPM JPMorgan Chase & Co. 0.2%
Value ($000) $1,657 Shares 9,740 Est. Cost $140.36 Unrealized +3.2%
BELFB Bel Fuse Inc. Class B 0.2%
Value ($000) $1,648 Shares 24,683 Est. Cost $40.21 Unrealized +32.1%
CX Cemex SAB de CV Sponsored ADR 0.2%
Value ($000) $1,646 Shares 212,431 Est. Cost $6.57 Unrealized
UFPT UFP Technologies, Inc. 0.2%
Value ($000) $1,639 Shares 9,527 Est. Cost $126.09 Unrealized +28.4%
DHT DHT Holdings, Inc. 0.2%
Value ($000) $1,582 Shares 161,313 Est. Cost $6.38 Unrealized +38.3%
FTI TechnipFMC plc 0.2%
Value ($000) $1,570 Shares 77,967 Est. Cost $15.18 Unrealized +33.0%
EWJ iShares MSCI Japan ETF 0.2%
Value ($000) $1,560 Shares 24,324 Est. Cost $59.72 Unrealized
VWAGY Volkswagen AG Unsponsored ADR 0.2%
Value ($000) $1,542 Shares 117,848 Est. Cost $29.38 Unrealized
HDSN Hudson Technologies, Inc. 0.2%
Value ($000) $1,539 Shares 114,099 Est. Cost $9.98 Unrealized +29.4%
LOW Lowe's Companies, Inc. 0.2%
Value ($000) $1,538 Shares 6,911 Est. Cost $209.04 Unrealized -6.8%
COCO Vita Coco Company, Inc. 0.2%
Value ($000) $1,514 Shares 59,013 Est. Cost $26.83 Unrealized +1.2%
NTES Netease Inc Sponsored ADR 0.2%
Value ($000) $1,511 Shares 16,220 Est. Cost $93.16 Unrealized
CODI Compass Diversified Holdings 0.2%
Value ($000) $1,482 Shares 65,995 Est. Cost $19.28 Unrealized -5.6%
MNSO MINISO Group Holding Ltd. Sponsored ADR 0.2%
Value ($000) $1,445 Shares 70,833 Est. Cost $18.74 Unrealized
MOD Modine Manufacturing Company 0.2%
Value ($000) $1,418 Shares 23,747 Est. Cost $33.46 Unrealized +46.2%
RMBS Rambus Inc. 0.2%
Value ($000) $1,362 Shares 19,961 Est. Cost $44.99 Unrealized +38.5%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,307 Shares 9,355 Est. Cost $130.92 Unrealized +1.9%
TYL Tyler Technologies, Inc. 0.2%
Value ($000) $1,307 Shares 3,125 Est. Cost $392.65 Unrealized +1.8%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $1,294 Shares 2,722 Est. Cost $343.29 Unrealized
CRM Salesforce, Inc. 0.2%
Value ($000) $1,278 Shares 4,855 Est. Cost $214.56 Unrealized +4.2%
DKS Dick's Sporting Goods, Inc. 0.2%
Value ($000) $1,275 Shares 8,677 Est. Cost $106.50 Unrealized +8.6%
UNH UnitedHealth Group Incorporated 0.2%
Value ($000) $1,238 Shares 2,351 Est. Cost $292.76 Unrealized +74.7%
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.2%
Value ($000) $1,229 Shares 15,883 Est. Cost $77.39 Unrealized
ARHS Arhaus, Inc. Class A 0.2%
Value ($000) $1,218 Shares 102,774 Est. Cost $11.02 Unrealized -17.4%
VIPS Vipshop Holdings Ltd Sponsored ADR 0.2%
Value ($000) $1,206 Shares 67,902 Est. Cost $15.26 Unrealized
NOW ServiceNow, Inc. 0.2%
Value ($000) $1,201 Shares 1,700 Est. Cost $116.19 Unrealized +8.5%
LNTH Lantheus Holdings Inc 0.2%
Value ($000) $1,190 Shares 19,191 Est. Cost $66.32 Unrealized +2.2%
STLD Steel Dynamics, Inc. 0.2%
Value ($000) $1,182 Shares 10,012 Est. Cost $60.97 Unrealized +77.0%
ELTK Eltek Ltd 0.2%
Value ($000) $1,142 Shares 81,828 Est. Cost $9.83 Unrealized +15.0%
TH Target Hospitality Corp. 0.2%
Value ($000) $1,121 Shares 115,188 Est. Cost $13.76 Unrealized -10.1%
WWD Woodward, Inc. 0.2%
Value ($000) $1,116 Shares 8,201 Est. Cost $129.03 Unrealized 0.0%
SPXC SPX Technologies, Inc. 0.2%
Value ($000) $1,114 Shares 11,025 Est. Cost $88.15 Unrealized
LPLA LPL Financial Holdings Inc. 0.2%
Value ($000) $1,096 Shares 4,817 Est. Cost $105.71 Unrealized +112.6%
MSCI MSCI Inc. Class A 0.2%
Value ($000) $1,073 Shares 1,897 Est. Cost $362.22 Unrealized +38.9%
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $995 Shares 5,566 Est. Cost $164.14 Unrealized
KNSL Kinsale Capital Group, Inc. 0.1%
Value ($000) $973 Shares 2,906 Est. Cost $383.51 Unrealized -3.6%
ENIC Enel Chile SA Sponsored ADR 0.1%
Value ($000) $961 Shares 296,711 Est. Cost $3.33 Unrealized
SHEL Shell Plc Sponsored ADR 0.1%
Value ($000) $953 Shares 14,479 Est. Cost $52.94 Unrealized
SHV iShares Short Treasury Bond ETF 0.1%
Value ($000) $942 Shares 8,552 Est. Cost $110.13 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $941 Shares 18,594 Est. Cost $50.62 Unrealized
IBDU iShares iBonds Dec 2029 Term Corporate ETF 0.1%
Value ($000) $937 Shares 40,628 Est. Cost $21.95 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $932 Shares 15,818 Est. Cost $49.31 Unrealized +8.0%
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs 0.1%
Value ($000) $924 Shares 31,438 Est. Cost $27.72 Unrealized
EXTR Extreme Networks, Inc. 0.1%
Value ($000) $920 Shares 52,177 Est. Cost $19.84 Unrealized -4.7%
IBM International Business Machines Corporation 0.1%
Value ($000) $918 Shares 5,614 Est. Cost $123.56 Unrealized +14.5%
YPF YPF SA Sponsored ADR Class D 0.1%
Value ($000) $902 Shares 52,478 Est. Cost $9.58 Unrealized
FSS Federal Signal Corporation 0.1%
Value ($000) $896 Shares 11,673 Est. Cost $58.52 Unrealized +12.6%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $875 Shares 3,700 Est. Cost $205.00 Unrealized -2.4%
BCC Boise Cascade Co. 0.1%
Value ($000) $855 Shares 6,608 Est. Cost $72.56 Unrealized +36.1%
Profire Energy, Inc. 0.1%
Value ($000) $855 Shares 472,151 Est. Cost $2.43 Unrealized
LYTS LSI Industries Inc. 0.1%
Value ($000) $852 Shares 60,493 Est. Cost $13.93 Unrealized +1.7%
NOVT Novanta Inc 0.1%
Value ($000) $848 Shares 5,037 Est. Cost $89.24 Unrealized +63.3%
FIX Comfort Systems USA, Inc. 0.1%
Value ($000) $836 Shares 4,065 Est. Cost $178.32 Unrealized +2.8%
WGROX Wasatch Core Growth Fund 0.1%
Value ($000) $835 Shares 9,674 Est. Cost $73.66 Unrealized
MA Mastercard Incorporated Class A 0.1%
Value ($000) $833 Shares 1,953 Est. Cost $397.11 Unrealized 0.0%
TXN Texas Instruments Incorporated 0.1%
Value ($000) $833 Shares 4,886 Est. Cost $142.44 Unrealized +2.1%
MLI Mueller Industries, Inc. 0.1%
Value ($000) $812 Shares 17,232 Est. Cost $34.33 Unrealized +14.6%
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $803 Shares 5,700 Est. Cost $131.01 Unrealized +2.8%
TEX Terex Corporation 0.1%
Value ($000) $800 Shares 13,923 Est. Cost $55.01 Unrealized -6.0%
ADI Analog Devices, Inc. 0.1%
Value ($000) $791 Shares 3,983 Est. Cost $176.76 Unrealized -2.6%
KR Kroger Co. 0.1%
Value ($000) $780 Shares 17,063 Est. Cost $35.02 Unrealized +21.1%
HURN Huron Consulting Group Inc. 0.1%
Value ($000) $780 Shares 7,586 Est. Cost $89.35 Unrealized +14.9%
ABT Abbott Laboratories 0.1%
Value ($000) $761 Shares 6,917 Est. Cost $100.45 Unrealized -4.4%
V Visa Inc. Class A 0.1%
Value ($000) $761 Shares 2,923 Est. Cost $242.67 Unrealized 0.0%
IGIC International General Insurance Holdings Ltd. 0.1%
Value ($000) $761 Shares 59,055 Est. Cost $11.61 Unrealized 0.0%
MASI Masimo Corporation 0.1%
Value ($000) $740 Shares 6,310 Est. Cost $116.39 Unrealized -19.9%
HON Honeywell International Inc. 0.1%
Value ($000) $739 Shares 3,523 Est. Cost $150.57 Unrealized +14.5%
WING Wingstop, Inc. 0.1%
Value ($000) $737 Shares 2,874 Est. Cost $202.98 Unrealized +6.4%
NEE NextEra Energy, Inc. 0.1%
Value ($000) $733 Shares 12,071 Est. Cost $64.42 Unrealized -17.0%
CSX CSX Corporation 0.1%
Value ($000) $725 Shares 20,918 Est. Cost $29.25 Unrealized +5.5%
VOC VOC Energy Trust 0.1%
Value ($000) $724 Shares 100,605 Est. Cost $7.00 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $707 Shares 1,480 Est. Cost $429.43 Unrealized
LAMR Lamar Advertising Company Class A 0.1%
Value ($000) $674 Shares 6,340 Est. Cost $96.28 Unrealized
NSRGY Nestle S.A. Sponsored ADR 0.1%
Value ($000) $670 Shares 5,793 Est. Cost $113.17 Unrealized
HWM Howmet Aerospace Inc. 0.1%
Value ($000) $662 Shares 12,223 Est. Cost $46.79 Unrealized +4.8%
AXP American Express Company 0.1%
Value ($000) $661 Shares 3,526 Est. Cost $117.34 Unrealized +33.8%
DIS Walt Disney Company 0.1%
Value ($000) $656 Shares 7,271 Est. Cost $88.16 Unrealized -2.2%
ICE Intercontinental Exchange, Inc. 0.1%
Value ($000) $646 Shares 5,030 Est. Cost $110.43 Unrealized 0.0%
IJR iShares Core S&P Small Cap ETF 0.1%
Value ($000) $640 Shares 5,910 Est. Cost $94.33 Unrealized
AMR Alpha Metallurgical Resources, Inc. 0.1%
Value ($000) $635 Shares 1,874 Est. Cost $219.06 Unrealized +20.1%
OKE ONEOK, Inc. 0.1%
Value ($000) $629 Shares 8,953 Est. Cost $51.40 Unrealized +17.4%
SPGI S&P Global, Inc. 0.1%
Value ($000) $628 Shares 1,426 Est. Cost $388.21 Unrealized 0.0%
CSPI CSP Inc. 0.1%
Value ($000) $628 Shares 32,204 Est. Cost $8.28 Unrealized +23.9%
INSW International Seaways, Inc. 0.1%
Value ($000) $620 Shares 13,638 Est. Cost $29.03 Unrealized +28.0%
EXR Extra Space Storage Inc. 0.1%
Value ($000) $619 Shares 3,862 Est. Cost $137.57 Unrealized -15.9%
AIT Applied Industrial Technologies, Inc. 0.1%
Value ($000) $617 Shares 3,570 Est. Cost $121.41 Unrealized +31.1%
ON ON Semiconductor Corporation 0.1%
Value ($000) $608 Shares 7,273 Est. Cost $58.44 Unrealized +34.5%
LNG Cheniere Energy, Inc. 0.1%
Value ($000) $606 Shares 3,552 Est. Cost $165.86 Unrealized +3.6%
BSM Black Stone Minerals LP 0.1%
Value ($000) $605 Shares 37,920 Est. Cost $14.13 Unrealized
ORI Old Republic International Corporation 0.1%
Value ($000) $601 Shares 20,441 Est. Cost $14.23 Unrealized +65.1%
Office Investors XX North Shore LLC 0.1%
Value ($000) $593 Shares 1 Est. Cost $592710.00 Unrealized
Panasonic Holdings Corporation Sponsored ADR 0.1%
Value ($000) $589 Shares 59,462 Est. Cost $11.02 Unrealized
Berry Global Group Inc 0.1%
Value ($000) $587 Shares 8,714 Est. Cost $60.39 Unrealized
CPA Copa Holdings, S.A. Class A 0.1%
Value ($000) $581 Shares 5,463 Est. Cost $87.59 Unrealized -8.5%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $577 Shares 2,873 Est. Cost $200.71 Unrealized
PGR Progressive Corporation 0.1%
Value ($000) $576 Shares 3,619 Est. Cost $143.35 Unrealized 0.0%
INTC Intel Corporation 0.1%
Value ($000) $573 Shares 11,394 Est. Cost $34.22 Unrealized +17.0%
GLD SPDR Gold Shares 0.1%
Value ($000) $572 Shares 2,993 Est. Cost $182.07 Unrealized
MAMA Mama's Creations, Inc. 0.1%
Value ($000) $571 Shares 116,302 Est. Cost $3.86 Unrealized +2.1%
HAL Halliburton Company 0.1%
Value ($000) $569 Shares 15,734 Est. Cost $36.84 Unrealized -1.1%
BIIB Biogen Inc. 0.1%
Value ($000) $560 Shares 2,164 Est. Cost $267.47 Unrealized -8.2%
RTX RTX Corporation 0.1%
Value ($000) $560 Shares 6,650 Est. Cost $81.24 Unrealized -6.9%
Unilever PLC Sponsored ADR 0.1%
Value ($000) $557 Shares 11,492 Est. Cost $49.40 Unrealized
NDSN Nordson Corporation 0.1%
Value ($000) $554 Shares 2,096 Est. Cost $215.83 Unrealized +4.4%
AMKR Amkor Technology, Inc. 0.1%
Value ($000) $549 Shares 16,496 Est. Cost $22.97 Unrealized +9.8%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $548 Shares 1,858 Est. Cost $133.70 Unrealized 0.0%
Encore Wire Corporation 0.1%
Value ($000) $538 Shares 2,520 Est. Cost $169.91 Unrealized
Teekay Corporation 0.1%
Value ($000) $536 Shares 74,956 Est. Cost $6.52 Unrealized
APO Apollo Global Management Inc 0.1%
Value ($000) $532 Shares 5,714 Est. Cost $66.01 Unrealized +29.6%
PLTR Palantir Technologies Inc. Class A 0.1%
Value ($000) $526 Shares 30,651 Est. Cost $16.43 Unrealized +8.4%
DOX Amdocs Limited 0.1%
Value ($000) $517 Shares 5,883 Est. Cost $85.85 Unrealized -7.9%
YUM Yum! Brands, Inc. 0.1%
Value ($000) $516 Shares 3,951 Est. Cost $83.46 Unrealized +43.4%
ODFL Old Dominion Freight Line, Inc. 0.1%
Value ($000) $509 Shares 1,256 Est. Cost $195.78 Unrealized 0.0%
PPG PPG Industries, Inc. 0.1%
Value ($000) $505 Shares 3,378 Est. Cost $133.03 Unrealized -3.1%
DGX Quest Diagnostics Incorporated 0.1%
Value ($000) $505 Shares 3,660 Est. Cost $118.74 Unrealized +6.4%
LWAY Lifeway Foods, Inc. 0.1%
Value ($000) $499 Shares 37,181 Est. Cost $10.07 Unrealized +25.4%
WMT Walmart Inc. 0.1%
Value ($000) $497 Shares 3,155 Est. Cost $42.93 Unrealized +20.3%
BWMN Bowman Consulting Group, Ltd. 0.1%
Value ($000) $497 Shares 13,995 Est. Cost $27.09 Unrealized +10.2%
FBP First Bancorp 0.1%
Value ($000) $497 Shares 30,199 Est. Cost $12.46 Unrealized +11.0%
IYF iShares U.S. Financials ETF 0.1%
Value ($000) $494 Shares 5,788 Est. Cost $85.41 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $491 Shares 9,552 Est. Cost $41.81 Unrealized -1.1%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $491 Shares 19,243 Est. Cost $23.78 Unrealized +4.9%
UEC Uranium Energy Corp. 0.1%
Value ($000) $491 Shares 76,641 Est. Cost $4.84 Unrealized +23.2%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $488 Shares 2,096 Est. Cost $206.12 Unrealized +7.7%
TMO Thermo Fisher Scientific Inc. 0.1%
Value ($000) $488 Shares 920 Est. Cost $528.90 Unrealized -9.1%
GPC Genuine Parts Company 0.1%
Value ($000) $487 Shares 3,515 Est. Cost $146.77 Unrealized -12.5%
ADM Archer-Daniels-Midland Company 0.1%
Value ($000) $485 Shares 6,722 Est. Cost $74.80 Unrealized -9.4%
AGYS Agilysys, Inc. 0.1%
Value ($000) $484 Shares 5,704 Est. Cost $80.97 Unrealized +0.3%
AMPH Amphastar Pharmaceuticals, Inc. 0.1%
Value ($000) $478 Shares 7,727 Est. Cost $52.53 Unrealized 0.0%
IYC iShares U.S. Consumer Discretionary ETF 0.1%
Value ($000) $457 Shares 6,038 Est. Cost $75.77 Unrealized
WCN Waste Connections, Inc. 0.1%
Value ($000) $457 Shares 3,062 Est. Cost $135.64 Unrealized 0.0%
Arrowhead Capital Fund III 0.1%
Value ($000) $438 Shares 1 Est. Cost $438304.00 Unrealized
UPS United Parcel Service, Inc. Class B 0.1%
Value ($000) $438 Shares 2,783 Est. Cost $129.68 Unrealized +3.5%
PLPC Preformed Line Products Company 0.1%
Value ($000) $436 Shares 3,259 Est. Cost $141.73 Unrealized -4.9%
PFE Pfizer Inc. 0.1%
Value ($000) $421 Shares 14,618 Est. Cost $30.57 Unrealized -13.6%
CROX Crocs, Inc. 0.1%
Value ($000) $418 Shares 4,473 Est. Cost $100.08 Unrealized -7.8%
NVEC NVE Corporation 0.1%
Value ($000) $407 Shares 5,190 Est. Cost $80.57 Unrealized -8.0%
BG Bunge Global SA 0.1%
Value ($000) $405 Shares 4,015 Est. Cost $101.03 Unrealized -2.9%
GTY Getty Realty Corp. 0.1%
Value ($000) $405 Shares 13,852 Est. Cost $27.32 Unrealized
OPRA Opera Limited Sponsored ADR 0.1%
Value ($000) $396 Shares 29,921 Est. Cost $11.31 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $395 Shares 11,744 Est. Cost $24.18 Unrealized +14.2%
Cooper Companies, Inc. 0.1%
Value ($000) $395 Shares 1,044 Est. Cost $372.42 Unrealized
USLM United States Lime & Minerals, Inc. 0.1%
Value ($000) $391 Shares 1,698 Est. Cost $41.81 Unrealized +1.3%
GBDC Golub Capital BDC, Inc. 0.1%
Value ($000) $369 Shares 24,409 Est. Cost $10.92 Unrealized +4.8%
HP Helmerich & Payne, Inc. 0.1%
Value ($000) $365 Shares 10,090 Est. Cost $40.94 Unrealized -5.6%
MGRC McGrath RentCorp 0.1%
Value ($000) $365 Shares 3,054 Est. Cost $97.39 Unrealized +6.8%
CRT Cross Timbers Royalty Trust 0.1%
Value ($000) $362 Shares 20,622 Est. Cost $17.56 Unrealized
MPWR Monolithic Power Systems, Inc. 0.1%
Value ($000) $356 Shares 565 Est. Cost $449.31 Unrealized +14.4%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $348 Shares 743 Est. Cost $271.93 Unrealized +66.2%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $347 Shares 4,185 Est. Cost $20.16 Unrealized +0.2%
REPX Riley Exploration Permian Inc 0.1%
Value ($000) $336 Shares 12,322 Est. Cost $31.55 Unrealized -21.2%
ANF Abercrombie & Fitch Co. Class A 0.0%
Value ($000) $333 Shares 3,780 Est. Cost $71.15 Unrealized 0.0%
BX Blackstone Inc. 0.0%
Value ($000) $327 Shares 2,500 Est. Cost $98.36 Unrealized +3.8%
IYM iShares U.S. Basic Materials ETF 0.0%
Value ($000) $326 Shares 2,356 Est. Cost $138.16 Unrealized
F Ford Motor Company 0.0%
Value ($000) $325 Shares 26,647 Est. Cost $10.82 Unrealized -11.0%
ACN Accenture Plc Class A 0.0%
Value ($000) $323 Shares 920 Est. Cost $304.36 Unrealized +2.7%
ABR Arbor Realty Trust Inc 0.0%
Value ($000) $320 Shares 21,096 Est. Cost $12.16 Unrealized
RDNT RadNet, Inc. 0.0%
Value ($000) $318 Shares 9,158 Est. Cost $31.57 Unrealized 0.0%
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $312 Shares 22,376 Est. Cost $15.18 Unrealized
ULBI Ultralife Corporation 0.0%
Value ($000) $310 Shares 45,439 Est. Cost $8.21 Unrealized 0.0%
Marathon Oil Corporation 0.0%
Value ($000) $308 Shares 12,738 Est. Cost $25.11 Unrealized
PM Philip Morris International Inc. 0.0%
Value ($000) $307 Shares 3,260 Est. Cost $86.18 Unrealized -2.9%
ALGM Allegro MicroSystems, Inc. 0.0%
Value ($000) $301 Shares 9,955 Est. Cost $40.64 Unrealized -29.7%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $300 Shares 1,852 Est. Cost $144.16 Unrealized 0.0%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $300 Shares 4,846 Est. Cost $61.90 Unrealized
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $297 Shares 2,914 Est. Cost $101.77 Unrealized
LRLCY L'Oreal S.A.Unsponsored ADR 0.0%
Value ($000) $295 Shares 2,965 Est. Cost $83.26 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $293 Shares 1,719 Est. Cost $117.80 Unrealized
CVS CVS Health Corporation 0.0%
Value ($000) $290 Shares 3,675 Est. Cost $64.57 Unrealized +1.3%
GMS, Inc. 0.0%
Value ($000) $287 Shares 3,478 Est. Cost $69.20 Unrealized
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $284 Shares 1,924 Est. Cost $117.86 Unrealized 0.0%
DD DuPont de Nemours, Inc. 0.0%
Value ($000) $282 Shares 3,668 Est. Cost $29.88 Unrealized -2.9%
HSY Hershey Company 0.0%
Value ($000) $281 Shares 1,508 Est. Cost $125.97 Unrealized +41.0%
PH Parker-Hannifin Corporation 0.0%
Value ($000) $276 Shares 600 Est. Cost $391.41 Unrealized +4.0%
PMTS CPI Card Group, Inc. 0.0%
Value ($000) $275 Shares 14,321 Est. Cost $16.94 Unrealized 0.0%
ALB Albemarle Corporation 0.0%
Value ($000) $275 Shares 1,900 Est. Cost $191.29 Unrealized -30.9%
SANM Sanmina Corporation 0.0%
Value ($000) $274 Shares 5,331 Est. Cost $59.52 Unrealized -14.3%
BSX Boston Scientific Corporation 0.0%
Value ($000) $273 Shares 4,720 Est. Cost $53.38 Unrealized 0.0%
ORCL Oracle Corporation 0.0%
Value ($000) $268 Shares 2,544 Est. Cost $112.78 Unrealized -5.4%
LMB Limbach Holdings, Inc. 0.0%
Value ($000) $267 Shares 5,863 Est. Cost $35.92 Unrealized 0.0%
POAHY Porsche Automobil Holding SE Unsponsored ADR 0.0%
Value ($000) $262 Shares 51,209 Est. Cost $5.77 Unrealized
PERI Perion Network Ltd 0.0%
Value ($000) $255 Shares 8,270 Est. Cost $22.87 Unrealized +24.2%
OMAB Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B 0.0%
Value ($000) $250 Shares 2,958 Est. Cost $88.98 Unrealized
AON Aon Plc Class A 0.0%
Value ($000) $249 Shares 855 Est. Cost $325.28 Unrealized -3.1%
MATX Matson, Inc. 0.0%
Value ($000) $244 Shares 2,230 Est. Cost $92.45 Unrealized 0.0%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $240 Shares 4,123 Est. Cost $51.21 Unrealized 0.0%
VZ Verizon Communications Inc. 0.0%
Value ($000) $237 Shares 6,278 Est. Cost $31.00 Unrealized 0.0%
AMP Ameriprise Financial, Inc. 0.0%
Value ($000) $234 Shares 615 Est. Cost $330.58 Unrealized +0.9%
FIS Fidelity National Information Services, Inc. 0.0%
Value ($000) $226 Shares 3,765 Est. Cost $54.38 Unrealized -3.8%
SHLS Shoals Technologies Group, Inc. Class A 0.0%
Value ($000) $224 Shares 14,432 Est. Cost $23.78 Unrealized -36.4%
HESM Hess Midstream LP Class A 0.0%
Value ($000) $222 Shares 7,010 Est. Cost $25.53 Unrealized 0.0%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $221 Shares 2,500 Est. Cost $73.15 Unrealized 0.0%
PARR Par Pacific Holdings Inc 0.0%
Value ($000) $221 Shares 6,069 Est. Cost $33.71 Unrealized 0.0%
NUE Nucor Corporation 0.0%
Value ($000) $218 Shares 1,250 Est. Cost $153.29 Unrealized 0.0%
BA Boeing Company 0.0%
Value ($000) $215 Shares 825 Est. Cost $218.79 Unrealized -2.3%
MCHP Microchip Technology Incorporated 0.0%
Value ($000) $214 Shares 2,376 Est. Cost $76.96 Unrealized 0.0%
AIG American International Group, Inc. 0.0%
Value ($000) $213 Shares 3,150 Est. Cost $60.81 Unrealized 0.0%
IDXX IDEXX Laboratories, Inc. 0.0%
Value ($000) $207 Shares 373 Est. Cost $469.47 Unrealized 0.0%
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $203 Shares 4,632 Est. Cost $40.09 Unrealized 0.0%
JBL Jabil Inc. 0.0%
Value ($000) $203 Shares 1,593 Est. Cost $126.75 Unrealized 0.0%
CASY Casey's General Stores, Inc. 0.0%
Value ($000) $203 Shares 738 Est. Cost $270.43 Unrealized 0.0%
BC Brunswick Corporation 0.0%
Value ($000) $202 Shares 2,086 Est. Cost $75.47 Unrealized 0.0%
MCK McKesson Corporation 0.0%
Value ($000) $201 Shares 434 Est. Cost $450.30 Unrealized 0.0%
NECB NorthEast Community Bancorp Inc 0.0%
Value ($000) $198 Shares 11,139 Est. Cost $13.69 Unrealized +9.5%
ARCO Arcos Dorados Holdings, Inc. Class A 0.0%
Value ($000) $191 Shares 15,050 Est. Cost $7.84 Unrealized +28.3%
Enerplus Corporation 0.0%
Value ($000) $171 Shares 11,167 Est. Cost $15.34 Unrealized
GNW Genworth Financial, Inc. Class A 0.0%
Value ($000) $169 Shares 25,309 Est. Cost $5.60 Unrealized +8.5%
PR Permian Resources Corporation Class A 0.0%
Value ($000) $159 Shares 11,688 Est. Cost $10.56 Unrealized +29.6%
RIG Transocean Ltd. 0.0%
Value ($000) $113 Shares 17,737 Est. Cost $6.69 Unrealized 0.0%
SXC SunCoke Energy, Inc. 0.0%
Value ($000) $112 Shares 10,425 Est. Cost $9.53 Unrealized 0.0%
WT WisdomTree, Inc. 0.0%
Value ($000) $97 Shares 14,011 Est. Cost $6.96 Unrealized -4.8%
SVA Sinovac Biotech Ltd. 0.0%
Value ($000) $0 Shares 13,641 Est. Cost $7.85 Unrealized -17.6%