NAVELLIER & ASSOCIATES INC Diversified Active

CIK: 0000872163 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $724,001 (100.0% shares, 0.0% debt)

Holdings (299)

NVDA NVIDIA Corporation 8.9%
Value ($000) $64,480 Shares 566,511 Est. Cost $95.86 Unrealized +32.2%
LLY Eli Lilly and Company 2.8%
Value ($000) $20,172 Shares 24,556 Est. Cost $447.64 Unrealized +84.7%
COST Costco Wholesale Corporation 2.8%
Value ($000) $19,964 Shares 19,671 Est. Cost $625.44 Unrealized +55.2%
PWR Quanta Services, Inc. 2.4%
Value ($000) $17,543 Shares 54,376 Est. Cost $130.75 Unrealized +120.8%
COKE Coca-Cola Consolidated, Inc. 2.3%
Value ($000) $16,800 Shares 14,772 Est. Cost $104.56 Unrealized +27.5%
EME EMCOR Group, Inc. 2.2%
Value ($000) $15,593 Shares 35,765 Est. Cost $226.41 Unrealized +90.7%
PGR Progressive Corporation 2.1%
Value ($000) $15,329 Shares 54,327 Est. Cost $192.44 Unrealized +27.5%
RCL Royal Caribbean Group 1.9%
Value ($000) $13,509 Shares 59,056 Est. Cost $100.45 Unrealized +132.2%
HWM Howmet Aerospace Inc. 1.6%
Value ($000) $11,357 Shares 73,583 Est. Cost $77.24 Unrealized +64.1%
CRS Carpenter Technology Corporation 1.5%
Value ($000) $10,839 Shares 51,146 Est. Cost $117.30 Unrealized +63.8%
SFM Sprouts Farmers Market, Inc. 1.4%
Value ($000) $10,292 Shares 59,594 Est. Cost $128.38 Unrealized +16.2%
TRGP Targa Resources Corp. 1.4%
Value ($000) $10,205 Shares 64,489 Est. Cost $96.26 Unrealized +102.2%
SMCI Super Micro Computer, Inc. 1.4%
Value ($000) $9,985 Shares 310,368 Est. Cost $38.74 Unrealized -2.0%
WMT Walmart Inc. 1.3%
Value ($000) $9,742 Shares 98,077 Est. Cost $90.99 Unrealized +2.1%
AAPL Apple Inc. 1.3%
Value ($000) $9,236 Shares 46,437 Est. Cost $161.74 Unrealized +42.7%
PLTR Palantir Technologies Inc. Class A 1.2%
Value ($000) $8,774 Shares 70,888 Est. Cost $58.54 Unrealized +50.0%
AXON Axon Enterprise Inc 1.2%
Value ($000) $8,762 Shares 14,101 Est. Cost $229.36 Unrealized +155.2%
FIX Comfort Systems USA, Inc. 1.1%
Value ($000) $8,296 Shares 19,059 Est. Cost $324.09 Unrealized +24.0%
MSFT Microsoft Corporation 1.1%
Value ($000) $7,910 Shares 18,134 Est. Cost $301.24 Unrealized +34.5%
GWRE Guidewire Software, Inc. 1.0%
Value ($000) $7,304 Shares 34,718 Est. Cost $161.56 Unrealized +20.3%
VRT Vertiv Holdings Co. Class A 1.0%
Value ($000) $7,262 Shares 76,575 Est. Cost $68.76 Unrealized +54.6%
AEM Agnico Eagle Mines Limited 1.0%
Value ($000) $7,170 Shares 62,731 Est. Cost $76.37 Unrealized +23.8%
BSX Boston Scientific Corporation 1.0%
Value ($000) $7,100 Shares 68,112 Est. Cost $97.28 Unrealized +3.5%
APP AppLovin Corp. Class A 1.0%
Value ($000) $6,947 Shares 23,017 Est. Cost $344.61 Unrealized 0.0%
AGI Alamos Gold Inc. 1.0%
Value ($000) $6,917 Shares 269,145 Est. Cost $16.71 Unrealized +34.8%
TLT iShares 20 Year Treasury Bond ETF 0.9%
Value ($000) $6,704 Shares 76,847 Est. Cost $87.24 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.9%
Value ($000) $6,702 Shares 81,211 Est. Cost $82.52 Unrealized
ALL Allstate Corporation 0.9%
Value ($000) $6,646 Shares 33,190 Est. Cost $156.72 Unrealized +22.0%
IEF iShares 7-10 Year Treasury Bond ETF 0.9%
Value ($000) $6,528 Shares 69,061 Est. Cost $94.53 Unrealized
META Meta Platforms Inc Class A 0.9%
Value ($000) $6,408 Shares 10,693 Est. Cost $272.92 Unrealized +135.7%
ABBV AbbVie, Inc. 0.8%
Value ($000) $6,070 Shares 30,960 Est. Cost $75.32 Unrealized +151.4%
NTNX Nutanix, Inc. Class A 0.8%
Value ($000) $5,800 Shares 80,084 Est. Cost $58.23 Unrealized +18.8%
EXEL Exelixis, Inc. 0.8%
Value ($000) $5,779 Shares 145,058 Est. Cost $33.79 Unrealized +5.4%
SKYW SkyWest, Inc 0.8%
Value ($000) $5,521 Shares 58,488 Est. Cost $97.66 Unrealized +4.7%
AROC Archrock Inc. 0.7%
Value ($000) $5,417 Shares 226,543 Est. Cost $13.67 Unrealized +90.5%
COR Cencora, Inc. 0.7%
Value ($000) $5,359 Shares 18,354 Est. Cost $226.66 Unrealized +10.1%
RACE Ferrari NV 0.7%
Value ($000) $5,296 Shares 11,353 Est. Cost $297.88 Unrealized +51.0%
ANET Arista Networks, Inc. 0.7%
Value ($000) $5,107 Shares 56,508 Est. Cost $102.84 Unrealized -1.4%
EXLS ExlService Holdings, Inc. 0.7%
Value ($000) $4,964 Shares 106,666 Est. Cost $43.25 Unrealized +11.2%
TT Trane Technologies plc 0.7%
Value ($000) $4,875 Shares 12,100 Est. Cost $393.53 Unrealized -8.8%
PSX Phillips 66 0.7%
Value ($000) $4,840 Shares 45,278 Est. Cost $86.01 Unrealized +38.6%
TMUS T-Mobile US, Inc. 0.7%
Value ($000) $4,763 Shares 19,182 Est. Cost $187.72 Unrealized +29.5%
POWL Powell Industries, Inc. 0.6%
Value ($000) $4,604 Shares 23,983 Est. Cost $152.28 Unrealized +36.7%
UAL United Airlines Holdings, Inc. 0.6%
Value ($000) $4,443 Shares 59,349 Est. Cost $84.54 Unrealized +11.7%
ARGX argenx SE Sponsored ADR 0.6%
Value ($000) $4,416 Shares 6,725 Est. Cost $656.65 Unrealized
DOCS Doximity, Inc. Class A 0.6%
Value ($000) $4,069 Shares 68,519 Est. Cost $63.15 Unrealized 0.0%
ADMA ADMA Biologics, Inc. 0.6%
Value ($000) $4,050 Shares 170,830 Est. Cost $18.81 Unrealized -8.1%
ATO Atmos Energy Corporation 0.6%
Value ($000) $4,012 Shares 24,859 Est. Cost $143.02 Unrealized 0.0%
KR Kroger Co. 0.5%
Value ($000) $3,962 Shares 54,364 Est. Cost $55.35 Unrealized +12.5%
UVV Universal Corp 0.5%
Value ($000) $3,921 Shares 66,807 Est. Cost $46.90 Unrealized +13.7%
NTAP NetApp, Inc. 0.5%
Value ($000) $3,893 Shares 41,815 Est. Cost $108.97 Unrealized -0.6%
ALSN Allison Transmission Holdings, Inc. 0.5%
Value ($000) $3,855 Shares 39,099 Est. Cost $56.51 Unrealized +85.8%
AMGN Amgen Inc. 0.5%
Value ($000) $3,711 Shares 13,250 Est. Cost $120.63 Unrealized +138.1%
CSCO Cisco Systems, Inc. 0.5%
Value ($000) $3,672 Shares 61,901 Est. Cost $58.79 Unrealized +2.2%
PEP PepsiCo, Inc. 0.5%
Value ($000) $3,617 Shares 27,406 Est. Cost $132.98 Unrealized +7.9%
INGR Ingredion Incorporated 0.5%
Value ($000) $3,609 Shares 27,011 Est. Cost $108.01 Unrealized +22.3%
MMYT MakeMyTrip Ltd. 0.5%
Value ($000) $3,533 Shares 31,204 Est. Cost $72.19 Unrealized +42.9%
ACM AECOM 0.5%
Value ($000) $3,485 Shares 34,102 Est. Cost $107.82 Unrealized -6.9%
AMZN Amazon.com, Inc. 0.5%
Value ($000) $3,434 Shares 18,429 Est. Cost $132.12 Unrealized +64.2%
PPC Pilgrim's Pride Corporation 0.5%
Value ($000) $3,359 Shares 71,800 Est. Cost $48.10 Unrealized +4.0%
Viper Energy, Inc. 0.5%
Value ($000) $3,282 Shares 79,259 Est. Cost $38.14 Unrealized
AGX Argan, Inc. 0.5%
Value ($000) $3,282 Shares 19,844 Est. Cost $116.53 Unrealized +18.8%
UTI Universal Technical Institute, Inc. 0.4%
Value ($000) $3,248 Shares 110,097 Est. Cost $15.41 Unrealized +75.0%
CME CME Group Inc. Class A 0.4%
Value ($000) $3,045 Shares 10,775 Est. Cost $242.42 Unrealized 0.0%
KGC Kinross Gold Corporation 0.4%
Value ($000) $3,045 Shares 209,824 Est. Cost $11.22 Unrealized 0.0%
PG Procter & Gamble Company 0.4%
Value ($000) $2,960 Shares 18,639 Est. Cost $137.90 Unrealized +18.9%
SE Sea Limited Sponsored ADR Class A 0.4%
Value ($000) $2,926 Shares 20,530 Est. Cost $106.10 Unrealized
GD General Dynamics Corporation 0.4%
Value ($000) $2,853 Shares 10,484 Est. Cost $210.69 Unrealized +21.4%
EFG iShares MSCI EAFE Growth ETF 0.4%
Value ($000) $2,840 Shares 26,633 Est. Cost $86.30 Unrealized
ACGL Arch Capital Group Ltd. 0.4%
Value ($000) $2,822 Shares 30,481 Est. Cost $76.22 Unrealized +21.1%
EBAY eBay Inc. 0.4%
Value ($000) $2,809 Shares 39,958 Est. Cost $65.70 Unrealized 0.0%
BWXT BWX Technologies, Inc. 0.4%
Value ($000) $2,786 Shares 24,871 Est. Cost $61.87 Unrealized +74.1%
XEL Xcel Energy Inc. 0.4%
Value ($000) $2,735 Shares 38,583 Est. Cost $66.02 Unrealized 0.0%
CL Colgate-Palmolive Company 0.4%
Value ($000) $2,656 Shares 29,273 Est. Cost $66.99 Unrealized +31.1%
FTI TechnipFMC plc 0.4%
Value ($000) $2,553 Shares 87,252 Est. Cost $16.68 Unrealized +78.7%
NRG NRG Energy, Inc. 0.4%
Value ($000) $2,549 Shares 21,934 Est. Cost $76.28 Unrealized +31.2%
BAH Booz Allen Hamilton Holding Corporation Class A 0.4%
Value ($000) $2,545 Shares 21,358 Est. Cost $125.80 Unrealized -6.7%
PH Parker-Hannifin Corporation 0.3%
Value ($000) $2,532 Shares 4,106 Est. Cost $648.59 Unrealized 0.0%
BKR Baker Hughes Company Class A 0.3%
Value ($000) $2,493 Shares 67,845 Est. Cost $39.41 Unrealized +11.1%
PAY Paymentus Holdings, Inc Class A 0.3%
Value ($000) $2,456 Shares 71,949 Est. Cost $20.41 Unrealized +45.0%
VITL Vital Farms, Inc. 0.3%
Value ($000) $2,415 Shares 67,943 Est. Cost $34.80 Unrealized +3.4%
AVGO Broadcom Inc. 0.3%
Value ($000) $2,401 Shares 11,964 Est. Cost $136.55 Unrealized +53.7%
HOOD Robinhood Markets, Inc. Class A 0.3%
Value ($000) $2,395 Shares 49,845 Est. Cost $47.54 Unrealized 0.0%
SSNC SS&C Technologies Holdings, Inc. 0.3%
Value ($000) $2,382 Shares 30,501 Est. Cost $82.77 Unrealized 0.0%
MSTR MicroStrategy Incorporated Class A 0.3%
Value ($000) $2,379 Shares 6,156 Est. Cost $211.20 Unrealized +50.3%
SEZL Sezzle Inc. 0.3%
Value ($000) $2,335 Shares 41,725 Est. Cost $38.61 Unrealized +9.7%
CALM Cal-Maine Foods, Inc. 0.3%
Value ($000) $2,305 Shares 24,834 Est. Cost $86.65 Unrealized +4.4%
FTEC Fidelity MSCI Information Technology Index ETF 0.3%
Value ($000) $2,251 Shares 13,425 Est. Cost $117.80 Unrealized
KMB Kimberly-Clark Corporation 0.3%
Value ($000) $2,243 Shares 17,135 Est. Cost $116.15 Unrealized +11.7%
JNJ Johnson & Johnson 0.3%
Value ($000) $2,230 Shares 14,384 Est. Cost $148.43 Unrealized +2.7%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $2,157 Shares 8,540 Est. Cost $148.63 Unrealized +68.8%
VLO Valero Energy Corporation 0.3%
Value ($000) $2,150 Shares 18,013 Est. Cost $104.99 Unrealized +23.2%
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $2,058 Shares 33,333 Est. Cost $48.93 Unrealized
TDG TransDigm Group Incorporated 0.3%
Value ($000) $1,975 Shares 1,341 Est. Cost $834.93 Unrealized +49.4%
EAT Brinker International, Inc. 0.3%
Value ($000) $1,910 Shares 14,844 Est. Cost $143.14 Unrealized +7.4%
SKWD Skyward Specialty Insurance Group, Inc. 0.3%
Value ($000) $1,847 Shares 31,110 Est. Cost $41.57 Unrealized +15.9%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,747 Shares 16,914 Est. Cost $106.99 Unrealized +0.2%
EMBJ Embraer S.A. Sponsored ADR 0.2%
Value ($000) $1,722 Shares 36,977 Est. Cost $35.47 Unrealized
TYL Tyler Technologies, Inc. 0.2%
Value ($000) $1,717 Shares 3,125 Est. Cost $392.65 Unrealized +51.2%
CHRW C.H. Robinson Worldwide, Inc. 0.2%
Value ($000) $1,664 Shares 18,501 Est. Cost $104.85 Unrealized -5.5%
CVX Chevron Corporation 0.2%
Value ($000) $1,644 Shares 12,131 Est. Cost $122.56 Unrealized +22.8%
FLS Flowserve Corporation 0.2%
Value ($000) $1,641 Shares 34,772 Est. Cost $56.34 Unrealized -0.7%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $1,632 Shares 2,897 Est. Cost $383.78 Unrealized
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,618 Shares 9,852 Est. Cost $133.79 Unrealized +35.1%
WWD Woodward, Inc. 0.2%
Value ($000) $1,609 Shares 8,212 Est. Cost $131.03 Unrealized +40.4%
MCD McDonald's Corporation 0.2%
Value ($000) $1,593 Shares 5,045 Est. Cost $197.91 Unrealized +48.0%
KLAC KLA Corporation 0.2%
Value ($000) $1,583 Shares 2,284 Est. Cost $296.77 Unrealized +140.9%
HCI HCI Group, Inc. 0.2%
Value ($000) $1,569 Shares 10,549 Est. Cost $106.19 Unrealized +19.4%
IDR Idaho Strategic Resources Inc 0.2%
Value ($000) $1,555 Shares 99,266 Est. Cost $12.39 Unrealized -0.8%
HD Home Depot, Inc. 0.2%
Value ($000) $1,539 Shares 4,255 Est. Cost $232.99 Unrealized +63.4%
DX Dynex Capital, Inc. 0.2%
Value ($000) $1,538 Shares 126,473 Est. Cost $12.16 Unrealized
SPXC SPX Technologies, Inc. 0.2%
Value ($000) $1,502 Shares 10,180 Est. Cost $106.18 Unrealized
CNK Cinemark Holdings, Inc. 0.2%
Value ($000) $1,501 Shares 50,402 Est. Cost $27.53 Unrealized 0.0%
GRMN Garmin Ltd. 0.2%
Value ($000) $1,469 Shares 7,724 Est. Cost $192.45 Unrealized +10.6%
NEE NextEra Energy, Inc. 0.2%
Value ($000) $1,468 Shares 22,208 Est. Cost $66.35 Unrealized +3.5%
KO Coca-Cola Company 0.2%
Value ($000) $1,463 Shares 20,405 Est. Cost $54.00 Unrealized +20.3%
SRAD Sportradar Group AG Class A 0.2%
Value ($000) $1,377 Shares 57,931 Est. Cost $23.77 Unrealized
BVN Compania de Minas Buenaventura SAA Sponsored ADR 0.2%
Value ($000) $1,370 Shares 92,163 Est. Cost $16.66 Unrealized
CRM Salesforce, Inc. 0.2%
Value ($000) $1,317 Shares 4,830 Est. Cost $214.56 Unrealized +44.0%
VIRT Virtu Financial, Inc. Class A 0.2%
Value ($000) $1,264 Shares 30,132 Est. Cost $32.23 Unrealized +15.4%
CPRT Copart, Inc. 0.2%
Value ($000) $1,222 Shares 20,011 Est. Cost $46.05 Unrealized +22.2%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,187 Shares 5,480 Est. Cost $187.37 Unrealized +25.7%
IBM International Business Machines Corporation 0.2%
Value ($000) $1,185 Shares 4,756 Est. Cost $147.09 Unrealized +62.8%
CODI Compass Diversified Holdings 0.2%
Value ($000) $1,155 Shares 65,995 Est. Cost $19.28 Unrealized +5.3%
HSAI Hesai Group Sponsored ADR 0.2%
Value ($000) $1,140 Shares 63,518 Est. Cost $17.95 Unrealized
EGO Eldorado Gold Corporation 0.2%
Value ($000) $1,140 Shares 59,821 Est. Cost $16.77 Unrealized -10.5%
PSIX Power Solutions International, Inc. 0.2%
Value ($000) $1,104 Shares 39,666 Est. Cost $34.49 Unrealized 0.0%
ZIM ZIM Integrated Shipping Services Ltd. 0.2%
Value ($000) $1,099 Shares 73,141 Est. Cost $21.98 Unrealized -14.6%
NEXN Nexxen International Ltd. 0.1%
Value ($000) $1,077 Shares 99,374 Est. Cost $9.02 Unrealized 0.0%
NAGE Niagen Bioscience, Inc. 0.1%
Value ($000) $1,057 Shares 125,058 Est. Cost $6.28 Unrealized 0.0%
VZ Verizon Communications Inc. 0.1%
Value ($000) $1,025 Shares 23,553 Est. Cost $36.17 Unrealized +9.4%
ELMD Electromed, Inc. 0.1%
Value ($000) $1,021 Shares 45,113 Est. Cost $23.12 Unrealized +26.4%
PDEX Pro-Dex, Inc. 0.1%
Value ($000) $992 Shares 22,070 Est. Cost $41.76 Unrealized 0.0%
PRM Perimeter Solutions Inc 0.1%
Value ($000) $983 Shares 92,393 Est. Cost $12.37 Unrealized -9.3%
LMB Limbach Holdings, Inc. 0.1%
Value ($000) $981 Shares 9,492 Est. Cost $63.83 Unrealized +36.9%
YOU Clear Secure, Inc. Class A 0.1%
Value ($000) $977 Shares 38,890 Est. Cost $29.28 Unrealized -17.0%
MA Mastercard Incorporated Class A 0.1%
Value ($000) $970 Shares 1,728 Est. Cost $397.11 Unrealized +36.5%
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $965 Shares 5,810 Est. Cost $131.32 Unrealized +38.9%
STLD Steel Dynamics, Inc. 0.1%
Value ($000) $929 Shares 6,980 Est. Cost $77.53 Unrealized +61.2%
CAVA CAVA Group, Inc. 0.1%
Value ($000) $923 Shares 9,632 Est. Cost $132.61 Unrealized -18.2%
IGIC International General Insurance Holdings Ltd. 0.1%
Value ($000) $917 Shares 35,112 Est. Cost $16.41 Unrealized +54.4%
MLI Mueller Industries, Inc. 0.1%
Value ($000) $917 Shares 12,194 Est. Cost $43.13 Unrealized +83.2%
UFPT UFP Technologies, Inc. 0.1%
Value ($000) $916 Shares 4,642 Est. Cost $186.66 Unrealized +29.6%
NFG National Fuel Gas Company 0.1%
Value ($000) $908 Shares 11,014 Est. Cost $56.55 Unrealized +27.2%
LOW Lowe's Companies, Inc. 0.1%
Value ($000) $900 Shares 3,996 Est. Cost $209.04 Unrealized +15.8%
STC Stewart Information Services Corporation 0.1%
Value ($000) $883 Shares 13,444 Est. Cost $71.51 Unrealized -5.3%
PAHC Phibro Animal Health Corporation Class A 0.1%
Value ($000) $878 Shares 44,943 Est. Cost $22.35 Unrealized 0.0%
V Visa Inc. Class A 0.1%
Value ($000) $876 Shares 2,511 Est. Cost $242.67 Unrealized +38.6%
BRF S.A. Sponsored ADR 0.1%
Value ($000) $855 Shares 229,262 Est. Cost $3.38 Unrealized
OGE OGE Energy Corp. 0.1%
Value ($000) $854 Shares 18,920 Est. Cost $39.36 Unrealized +10.6%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $838 Shares 1,480 Est. Cost $429.43 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $836 Shares 11,898 Est. Cost $49.89 Unrealized +49.4%
SNEX StoneX Group Inc. 0.1%
Value ($000) $835 Shares 9,034 Est. Cost $52.49 Unrealized +43.8%
ITRI Itron, Inc. 0.1%
Value ($000) $826 Shares 7,683 Est. Cost $87.23 Unrealized +20.0%
WCN Waste Connections, Inc. 0.1%
Value ($000) $823 Shares 4,156 Est. Cost $141.77 Unrealized +30.0%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $822 Shares 3,700 Est. Cost $205.00 Unrealized +16.8%
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs 0.1%
Value ($000) $817 Shares 31,438 Est. Cost $27.72 Unrealized
BE Bloom Energy Corporation Class A 0.1%
Value ($000) $814 Shares 49,905 Est. Cost $23.87 Unrealized 0.0%
WGROX Wasatch Core Growth Fund 0.1%
Value ($000) $789 Shares 9,674 Est. Cost $73.66 Unrealized
DKS Dick's Sporting Goods, Inc. 0.1%
Value ($000) $781 Shares 4,116 Est. Cost $128.35 Unrealized +70.0%
MSCI MSCI Inc. Class A 0.1%
Value ($000) $777 Shares 1,411 Est. Cost $420.67 Unrealized +36.7%
ADI Analog Devices, Inc. 0.1%
Value ($000) $753 Shares 3,810 Est. Cost $178.49 Unrealized +19.3%
Unilever PLC Sponsored ADR 0.1%
Value ($000) $729 Shares 11,492 Est. Cost $49.40 Unrealized
PLMR Palomar Holdings, Inc. 0.1%
Value ($000) $726 Shares 4,661 Est. Cost $118.48 Unrealized 0.0%
SPGI S&P Global, Inc. 0.1%
Value ($000) $721 Shares 1,426 Est. Cost $388.21 Unrealized +30.7%
ABT Abbott Laboratories 0.1%
Value ($000) $720 Shares 5,431 Est. Cost $100.45 Unrealized +24.9%
CVSA Adtalem Global Education Inc. 0.1%
Value ($000) $720 Shares 6,314 Est. Cost $99.73 Unrealized 0.0%
PM Philip Morris International Inc. 0.1%
Value ($000) $717 Shares 4,142 Est. Cost $99.56 Unrealized +37.6%
TLN Talen Energy Corp 0.1%
Value ($000) $713 Shares 3,207 Est. Cost $163.46 Unrealized +32.7%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $699 Shares 3,716 Est. Cost $161.31 Unrealized +14.6%
IESC IES Holdings, Inc. 0.1%
Value ($000) $695 Shares 2,886 Est. Cost $181.99 Unrealized +14.6%
CLPT ClearPoint Neuro, Inc. 0.1%
Value ($000) $694 Shares 50,000 Est. Cost $6.99 Unrealized +122.5%
ORCL Oracle Corporation 0.1%
Value ($000) $690 Shares 4,620 Est. Cost $140.89 Unrealized +14.7%
CLMB Climb Global Solutions, Inc. 0.1%
Value ($000) $687 Shares 6,739 Est. Cost $102.64 Unrealized +19.6%
MRK Merck & Co., Inc. 0.1%
Value ($000) $675 Shares 8,149 Est. Cost $80.13 Unrealized +12.5%
ES Eversource Energy 0.1%
Value ($000) $672 Shares 11,330 Est. Cost $57.17 Unrealized 0.0%
VNET VNET Group, Inc. Sponsored ADR 0.1%
Value ($000) $664 Shares 95,406 Est. Cost $6.96 Unrealized
REV Group, Inc. 0.1%
Value ($000) $664 Shares 18,618 Est. Cost $26.13 Unrealized
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $660 Shares 3,254 Est. Cost $146.51 Unrealized +28.8%
Amcor PLC 0.1%
Value ($000) $656 Shares 70,485 Est. Cost $9.64 Unrealized 0.0%
CAMT Camtek Ltd 0.1%
Value ($000) $653 Shares 9,759 Est. Cost $80.44 Unrealized +0.1%
UNH UnitedHealth Group Incorporated 0.1%
Value ($000) $645 Shares 1,593 Est. Cost $292.76 Unrealized +70.6%
ORI Old Republic International Corporation 0.1%
Value ($000) $642 Shares 16,874 Est. Cost $18.79 Unrealized +79.4%
SCHW Charles Schwab Corp 0.1%
Value ($000) $642 Shares 7,700 Est. Cost $66.81 Unrealized +16.2%
CLX Clorox Company 0.1%
Value ($000) $637 Shares 4,605 Est. Cost $147.98 Unrealized 0.0%
ICE Intercontinental Exchange, Inc. 0.1%
Value ($000) $632 Shares 3,635 Est. Cost $110.43 Unrealized +46.8%
WLFC Willis Lease Finance Corporation 0.1%
Value ($000) $629 Shares 4,027 Est. Cost $145.36 Unrealized +31.2%
HEI HEICO Corporation 0.1%
Value ($000) $622 Shares 2,351 Est. Cost $203.00 Unrealized +20.0%
APD Air Products and Chemicals, Inc. 0.1%
Value ($000) $618 Shares 2,271 Est. Cost $300.39 Unrealized 0.0%
OKE ONEOK, Inc. 0.1%
Value ($000) $618 Shares 7,709 Est. Cost $61.11 Unrealized +55.4%
NSRGY Nestle S.A. Sponsored ADR 0.1%
Value ($000) $615 Shares 5,793 Est. Cost $113.17 Unrealized
GLD SPDR Gold Shares 0.1%
Value ($000) $614 Shares 2,000 Est. Cost $230.65 Unrealized
LAMR Lamar Advertising Company Class A 0.1%
Value ($000) $609 Shares 5,240 Est. Cost $103.07 Unrealized
CSPI CSP Inc. 0.1%
Value ($000) $601 Shares 36,359 Est. Cost $12.83 Unrealized +32.2%
AIT Applied Industrial Technologies, Inc. 0.1%
Value ($000) $597 Shares 2,664 Est. Cost $152.08 Unrealized +60.7%
IONQ IonQ, Inc. 0.1%
Value ($000) $595 Shares 19,942 Est. Cost $32.40 Unrealized 0.0%
YUM Yum! Brands, Inc. 0.1%
Value ($000) $593 Shares 4,046 Est. Cost $83.46 Unrealized +69.7%
APO Apollo Global Management Inc 0.1%
Value ($000) $569 Shares 4,250 Est. Cost $87.95 Unrealized +72.6%
CSV Carriage Services Inc. 0.1%
Value ($000) $569 Shares 14,288 Est. Cost $39.25 Unrealized 0.0%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $562 Shares 3,129 Est. Cost $25.29 Unrealized +94.9%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $548 Shares 1,802 Est. Cost $228.11 Unrealized +29.5%
NGVC Natural Grocers by Vitamin Cottage, Inc. 0.1%
Value ($000) $547 Shares 10,983 Est. Cost $41.31 Unrealized 0.0%
BKH Black Hills Corporation 0.1%
Value ($000) $539 Shares 8,833 Est. Cost $57.33 Unrealized -1.5%
BAC Bank of America Corp 0.1%
Value ($000) $514 Shares 12,500 Est. Cost $31.72 Unrealized +37.5%
FBP First Bancorp 0.1%
Value ($000) $500 Shares 24,794 Est. Cost $13.96 Unrealized +36.1%
RTX RTX Corporation 0.1%
Value ($000) $498 Shares 3,877 Est. Cost $81.24 Unrealized +53.6%
RVLV Revolve Group, Inc Class A 0.1%
Value ($000) $487 Shares 25,536 Est. Cost $21.37 Unrealized +30.0%
RDNT RadNet, Inc. 0.1%
Value ($000) $487 Shares 9,165 Est. Cost $33.81 Unrealized +74.9%
DOCU DocuSign, Inc. 0.1%
Value ($000) $486 Shares 5,897 Est. Cost $87.59 Unrealized 0.0%
CoreCard Corporation 0.1%
Value ($000) $481 Shares 25,349 Est. Cost $18.97 Unrealized
PR Permian Resources Corporation Class A 0.1%
Value ($000) $477 Shares 40,143 Est. Cost $13.77 Unrealized +4.0%
AXP American Express Company 0.1%
Value ($000) $473 Shares 1,700 Est. Cost $188.61 Unrealized +55.1%
EXR Extra Space Storage Inc. 0.1%
Value ($000) $460 Shares 3,076 Est. Cost $142.09 Unrealized +2.2%
NSA National Storage Affiliates Trust 0.1%
Value ($000) $459 Shares 12,137 Est. Cost $40.47 Unrealized
USLM United States Lime & Minerals, Inc. 0.1%
Value ($000) $456 Shares 4,577 Est. Cost $91.20 Unrealized +14.0%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $456 Shares 9,100 Est. Cost $48.00 Unrealized +15.6%
GMED Globus Medical Inc Class A 0.1%
Value ($000) $455 Shares 6,455 Est. Cost $78.87 Unrealized +4.8%
GPC Genuine Parts Company 0.1%
Value ($000) $454 Shares 3,824 Est. Cost $139.78 Unrealized -16.4%
GASS StealthGas Inc. 0.1%
Value ($000) $453 Shares 82,572 Est. Cost $6.63 Unrealized -13.6%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $452 Shares 6,250 Est. Cost $59.72 Unrealized
HNNA Hennessy Advisors, Inc. 0.1%
Value ($000) $451 Shares 42,116 Est. Cost $10.83 Unrealized +7.0%
MPLX MPLX LP 0.1%
Value ($000) $448 Shares 8,843 Est. Cost $49.22 Unrealized
Rocket Lab USA, Inc. 0.1%
Value ($000) $434 Shares 19,327 Est. Cost $22.48 Unrealized
WTFC Wintrust Financial Corporation 0.1%
Value ($000) $412 Shares 3,577 Est. Cost $102.96 Unrealized +20.0%
HESM Hess Midstream LP Class A 0.1%
Value ($000) $406 Shares 11,020 Est. Cost $34.30 Unrealized +9.0%
TOL Toll Brothers, Inc. 0.1%
Value ($000) $396 Shares 3,804 Est. Cost $80.55 Unrealized +49.1%
ED Consolidated Edison, Inc. 0.1%
Value ($000) $395 Shares 3,608 Est. Cost $86.56 Unrealized +10.0%
ODFL Old Dominion Freight Line, Inc. 0.1%
Value ($000) $392 Shares 2,512 Est. Cost $200.93 Unrealized -10.1%
EE Excelerate Energy, Inc. Class A 0.1%
Value ($000) $391 Shares 15,162 Est. Cost $29.61 Unrealized 0.0%
GCMG GCM Grosvenor, Inc. Class A 0.1%
Value ($000) $377 Shares 29,649 Est. Cost $12.93 Unrealized 0.0%
FIS Fidelity National Information Services, Inc. 0.1%
Value ($000) $377 Shares 4,815 Est. Cost $56.13 Unrealized +31.2%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $374 Shares 759 Est. Cost $278.24 Unrealized +68.9%
HBAN Huntington Bancshares Incorporated 0.1%
Value ($000) $372 Shares 24,778 Est. Cost $15.53 Unrealized 0.0%
WES Western Midstream Partners, LP 0.1%
Value ($000) $372 Shares 10,360 Est. Cost $35.87 Unrealized
PNTG Pennant Group Inc 0.1%
Value ($000) $370 Shares 13,851 Est. Cost $31.10 Unrealized -17.8%
HSY Hershey Company 0.1%
Value ($000) $366 Shares 2,195 Est. Cost $149.51 Unrealized +6.5%
NTRS Northern Trust Corporation 0.1%
Value ($000) $364 Shares 3,743 Est. Cost $103.45 Unrealized 0.0%
TPG TPG Inc Class A 0.0%
Value ($000) $359 Shares 7,619 Est. Cost $48.27 Unrealized +20.7%
MPWR Monolithic Power Systems, Inc. 0.0%
Value ($000) $354 Shares 565 Est. Cost $449.31 Unrealized +39.1%
DIS Walt Disney Company 0.0%
Value ($000) $353 Shares 3,833 Est. Cost $90.87 Unrealized +17.0%
CASY Casey's General Stores, Inc. 0.0%
Value ($000) $344 Shares 738 Est. Cost $270.43 Unrealized +50.9%
PNRG PrimeEnergy Resources Corporation 0.0%
Value ($000) $339 Shares 2,097 Est. Cost $206.83 Unrealized 0.0%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $338 Shares 1,759 Est. Cost $117.80 Unrealized
UEC Uranium Energy Corp. 0.0%
Value ($000) $338 Shares 64,467 Est. Cost $5.60 Unrealized +12.1%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $328 Shares 4,193 Est. Cost $51.21 Unrealized +51.9%
WLDN Willdan Group, Inc. 0.0%
Value ($000) $316 Shares 7,982 Est. Cost $36.22 Unrealized +2.1%
GTY Getty Realty Corp. 0.0%
Value ($000) $316 Shares 11,251 Est. Cost $28.11 Unrealized
SANM Sanmina Corporation 0.0%
Value ($000) $315 Shares 3,990 Est. Cost $63.01 Unrealized +28.9%
ESOA Energy Services of America Corporation 0.0%
Value ($000) $313 Shares 34,759 Est. Cost $7.45 Unrealized +44.3%
KMI Kinder Morgan Inc Class P 0.0%
Value ($000) $311 Shares 11,561 Est. Cost $26.70 Unrealized 0.0%
HIMS Hims & Hers Health, Inc. Class A 0.0%
Value ($000) $310 Shares 7,403 Est. Cost $37.15 Unrealized 0.0%
TXN Texas Instruments Incorporated 0.0%
Value ($000) $310 Shares 1,909 Est. Cost $142.44 Unrealized +27.9%
ET Energy Transfer LP 0.0%
Value ($000) $304 Shares 18,800 Est. Cost $16.19 Unrealized
CPRX Catalyst Pharmaceuticals, Inc. 0.0%
Value ($000) $304 Shares 12,524 Est. Cost $13.92 Unrealized +61.8%
AEP American Electric Power Company, Inc. 0.0%
Value ($000) $301 Shares 2,800 Est. Cost $98.44 Unrealized 0.0%
ETN Eaton Corp. Plc 0.0%
Value ($000) $300 Shares 1,005 Est. Cost $238.70 Unrealized +29.3%
TTEK Tetra Tech, Inc. 0.0%
Value ($000) $297 Shares 9,713 Est. Cost $42.62 Unrealized -21.3%
FTNT Fortinet, Inc. 0.0%
Value ($000) $296 Shares 2,725 Est. Cost $69.26 Unrealized +46.4%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $296 Shares 9,862 Est. Cost $30.00 Unrealized
NFLX Netflix, Inc. 0.0%
Value ($000) $295 Shares 260 Est. Cost $82.31 Unrealized +15.5%
NOW ServiceNow, Inc. 0.0%
Value ($000) $293 Shares 300 Est. Cost $116.72 Unrealized +65.1%
FTK Flotek Industries, Inc. 0.0%
Value ($000) $291 Shares 40,000 Est. Cost $8.64 Unrealized 0.0%
CDRE Cadre Holdings, Inc. 0.0%
Value ($000) $287 Shares 9,623 Est. Cost $35.01 Unrealized -2.8%
NVMI Nova Ltd. 0.0%
Value ($000) $279 Shares 1,425 Est. Cost $157.89 Unrealized +46.3%
MTZ MasTec, Inc. 0.0%
Value ($000) $279 Shares 1,945 Est. Cost $101.02 Unrealized +33.6%
BJ BJ's Wholesale Club Holdings, Inc. 0.0%
Value ($000) $275 Shares 2,301 Est. Cost $90.40 Unrealized +13.9%
GHM Graham Corporation 0.0%
Value ($000) $267 Shares 8,122 Est. Cost $31.27 Unrealized +21.3%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $266 Shares 5,465 Est. Cost $65.65 Unrealized 0.0%
FBTC Fidelity Wise Origin Bitcoin Fund 0.0%
Value ($000) $265 Shares 3,213 Est. Cost $82.37 Unrealized
BIIB Biogen Inc. 0.0%
Value ($000) $264 Shares 2,164 Est. Cost $267.47 Unrealized -46.6%
AIG American International Group, Inc. 0.0%
Value ($000) $262 Shares 3,150 Est. Cost $60.81 Unrealized +25.2%
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $257 Shares 18,177 Est. Cost $11.55 Unrealized +20.6%
HON Honeywell International Inc. 0.0%
Value ($000) $244 Shares 1,140 Est. Cost $159.95 Unrealized +24.1%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $244 Shares 2,500 Est. Cost $73.15 Unrealized +38.4%
DOX Amdocs Limited 0.0%
Value ($000) $243 Shares 2,715 Est. Cost $85.88 Unrealized -0.8%
INTC Intel Corporation 0.0%
Value ($000) $243 Shares 12,000 Est. Cost $21.88 Unrealized 0.0%
WM Waste Management, Inc. 0.0%
Value ($000) $240 Shares 1,024 Est. Cost $191.03 Unrealized +14.3%
CMRE Costamare Inc. 0.0%
Value ($000) $240 Shares 25,382 Est. Cost $13.66 Unrealized -21.1%
AGYS Agilysys, Inc. 0.0%
Value ($000) $238 Shares 3,128 Est. Cost $97.27 Unrealized -6.0%
JBL Jabil Inc. 0.0%
Value ($000) $237 Shares 1,580 Est. Cost $130.90 Unrealized +17.3%
PAGP Plains GP Holdings LP Class A 0.0%
Value ($000) $233 Shares 13,500 Est. Cost $17.24 Unrealized
POAHY Porsche Automobil Holding SE Unsponsored ADR 0.0%
Value ($000) $228 Shares 55,223 Est. Cost $5.65 Unrealized
CDE Coeur Mining, Inc. 0.0%
Value ($000) $228 Shares 41,876 Est. Cost $6.23 Unrealized -1.0%
CARR Carrier Global Corp. 0.0%
Value ($000) $220 Shares 3,110 Est. Cost $68.53 Unrealized -4.0%
JCI Johnson Controls International plc 0.0%
Value ($000) $217 Shares 2,424 Est. Cost $81.59 Unrealized 0.0%
ARCO Arcos Dorados Holdings, Inc. Class A 0.0%
Value ($000) $215 Shares 27,500 Est. Cost $8.11 Unrealized -5.9%
MATX Matson, Inc. 0.0%
Value ($000) $214 Shares 1,948 Est. Cost $98.28 Unrealized +37.6%
DD DuPont de Nemours, Inc. 0.0%
Value ($000) $214 Shares 3,282 Est. Cost $31.56 Unrealized +1.1%
APPF AppFolio Inc Class A 0.0%
Value ($000) $214 Shares 1,000 Est. Cost $215.65 Unrealized +6.4%
VEEV Veeva Systems Inc Class A 0.0%
Value ($000) $214 Shares 902 Est. Cost $228.51 Unrealized 0.0%
HBB Hamilton Beach Brands Holding Co. Class A 0.0%
Value ($000) $210 Shares 14,419 Est. Cost $20.65 Unrealized -15.0%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $209 Shares 1,185 Est. Cost $195.94 Unrealized
XYL Xylem Inc. 0.0%
Value ($000) $204 Shares 1,664 Est. Cost $122.65 Unrealized 0.0%
DAL Delta Air Lines, Inc. 0.0%
Value ($000) $202 Shares 4,430 Est. Cost $58.37 Unrealized +0.4%
NTIC Northern Technologies International Corporation 0.0%
Value ($000) $180 Shares 25,000 Est. Cost $13.48 Unrealized -13.7%
GNW Genworth Financial, Inc. 0.0%
Value ($000) $175 Shares 25,344 Est. Cost $5.80 Unrealized +19.9%
WT WisdomTree, Inc. 0.0%
Value ($000) $129 Shares 14,058 Est. Cost $7.40 Unrealized +25.9%
CIFR Cipher Mining Inc 0.0%
Value ($000) $100 Shares 33,474 Est. Cost $4.30 Unrealized +5.8%
SXC SunCoke Energy, Inc. 0.0%
Value ($000) $94 Shares 10,455 Est. Cost $9.74 Unrealized -1.4%