NAVELLIER & ASSOCIATES INC Diversified Active

CIK: 0000872163 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $807,369 (100.0% shares, 0.0% debt)

Holdings (307)

NVDA NVIDIA Corporation 11.1%
Value ($000) $89,430 Shares 566,045 Est. Cost $95.86 Unrealized +31.3%
PWR Quanta Services, Inc. 2.5%
Value ($000) $20,045 Shares 53,017 Est. Cost $130.75 Unrealized +145.3%
COST Costco Wholesale Corporation 2.4%
Value ($000) $19,348 Shares 19,544 Est. Cost $625.44 Unrealized +58.4%
LLY Eli Lilly and Company 2.3%
Value ($000) $18,819 Shares 24,141 Est. Cost $447.64 Unrealized +72.8%
RCL Royal Caribbean Group 2.3%
Value ($000) $18,438 Shares 58,883 Est. Cost $100.45 Unrealized +135.1%
EME EMCOR Group, Inc. 2.2%
Value ($000) $17,449 Shares 32,621 Est. Cost $226.41 Unrealized +94.7%
SMCI Super Micro Computer, Inc. 1.8%
Value ($000) $14,629 Shares 298,490 Est. Cost $38.74 Unrealized -0.5%
PGR Progressive Corporation 1.8%
Value ($000) $14,397 Shares 53,949 Est. Cost $192.44 Unrealized +33.8%
CRS Carpenter Technology Corporation 1.8%
Value ($000) $14,190 Shares 51,342 Est. Cost $117.30 Unrealized +85.4%
HWM Howmet Aerospace Inc. 1.6%
Value ($000) $13,277 Shares 71,330 Est. Cost $77.24 Unrealized +98.9%
AXON Axon Enterprise Inc 1.4%
Value ($000) $11,654 Shares 14,076 Est. Cost $229.36 Unrealized +196.7%
PLTR Palantir Technologies Inc. Class A 1.4%
Value ($000) $11,352 Shares 83,273 Est. Cost $67.28 Unrealized +74.3%
TRGP Targa Resources Corp. 1.4%
Value ($000) $11,189 Shares 64,277 Est. Cost $96.26 Unrealized +72.0%
FIX Comfort Systems USA, Inc. 1.2%
Value ($000) $9,827 Shares 18,327 Est. Cost $324.09 Unrealized +34.2%
SFM Sprouts Farmers Market, Inc. 1.2%
Value ($000) $9,778 Shares 59,389 Est. Cost $128.38 Unrealized +27.3%
WMT Walmart Inc. 1.2%
Value ($000) $9,711 Shares 99,318 Est. Cost $91.04 Unrealized +4.1%
AAPL Apple Inc. 1.2%
Value ($000) $9,454 Shares 46,079 Est. Cost $161.74 Unrealized +24.5%
VRT Vertiv Holdings Co. Class A 1.1%
Value ($000) $9,072 Shares 70,652 Est. Cost $68.76 Unrealized +41.3%
MSFT Microsoft Corporation 1.1%
Value ($000) $9,020 Shares 18,135 Est. Cost $301.24 Unrealized +43.5%
EXEL Exelixis, Inc. 1.0%
Value ($000) $8,443 Shares 191,561 Est. Cost $35.29 Unrealized +13.3%
GWRE Guidewire Software, Inc. 1.0%
Value ($000) $8,177 Shares 34,731 Est. Cost $161.56 Unrealized +33.0%
APP AppLovin Corp. Class A 1.0%
Value ($000) $8,112 Shares 23,172 Est. Cost $344.61 Unrealized -5.9%
SEZL Sezzle Inc. 1.0%
Value ($000) $8,101 Shares 45,196 Est. Cost $42.44 Unrealized +108.6%
META Meta Platforms Inc Class A 1.0%
Value ($000) $7,930 Shares 10,745 Est. Cost $272.92 Unrealized +125.9%
AEM Agnico Eagle Mines Limited 0.9%
Value ($000) $7,482 Shares 62,907 Est. Cost $76.37 Unrealized +50.9%
KGC Kinross Gold Corporation 0.9%
Value ($000) $7,441 Shares 476,081 Est. Cost $13.09 Unrealized +11.2%
AGI Alamos Gold Inc. 0.9%
Value ($000) $7,255 Shares 273,153 Est. Cost $16.85 Unrealized +58.5%
ALL Allstate Corporation 0.8%
Value ($000) $6,566 Shares 32,616 Est. Cost $156.72 Unrealized +25.6%
ESLT Elbit Systems Ltd 0.8%
Value ($000) $6,138 Shares 13,655 Est. Cost $403.82 Unrealized 0.0%
NTNX Nutanix, Inc. Class A 0.8%
Value ($000) $6,114 Shares 79,989 Est. Cost $58.23 Unrealized +23.6%
SKYW SkyWest, Inc 0.7%
Value ($000) $5,949 Shares 57,777 Est. Cost $97.66 Unrealized -2.7%
AGX Argan, Inc. 0.7%
Value ($000) $5,821 Shares 26,402 Est. Cost $132.11 Unrealized +35.7%
TLT iShares 20plus Year Treasury Bond ETF 0.7%
Value ($000) $5,775 Shares 65,443 Est. Cost $87.24 Unrealized
ABBV AbbVie, Inc. 0.7%
Value ($000) $5,742 Shares 30,932 Est. Cost $75.32 Unrealized +142.5%
ANET Arista Networks, Inc. 0.7%
Value ($000) $5,732 Shares 56,029 Est. Cost $102.84 Unrealized -15.9%
SHY iShares 1-3 Year Treasury Bond ETF 0.7%
Value ($000) $5,728 Shares 69,130 Est. Cost $82.52 Unrealized
EMBJ Embraer S.A. Sponsored ADR 0.7%
Value ($000) $5,684 Shares 99,885 Est. Cost $48.97 Unrealized
AROC Archrock Inc. 0.7%
Value ($000) $5,683 Shares 228,887 Est. Cost $13.77 Unrealized +73.1%
IEF iShares 7-10 Year Treasury Bond ETF 0.7%
Value ($000) $5,597 Shares 58,446 Est. Cost $94.53 Unrealized
RACE Ferrari NV 0.7%
Value ($000) $5,485 Shares 11,176 Est. Cost $297.88 Unrealized +56.0%
COR Cencora, Inc. 0.7%
Value ($000) $5,417 Shares 18,065 Est. Cost $226.66 Unrealized +26.5%
PSX Phillips 66 0.7%
Value ($000) $5,406 Shares 45,313 Est. Cost $86.01 Unrealized +27.3%
TT Trane Technologies plc 0.6%
Value ($000) $5,220 Shares 11,935 Est. Cost $393.53 Unrealized -0.1%
BSX Boston Scientific Corporation 0.6%
Value ($000) $5,112 Shares 47,593 Est. Cost $97.28 Unrealized +4.0%
HOOD Robinhood Markets, Inc. Class A 0.6%
Value ($000) $4,756 Shares 50,794 Est. Cost $47.76 Unrealized +23.9%
CVNA Carvana Co. Class A 0.6%
Value ($000) $4,634 Shares 13,751 Est. Cost $274.18 Unrealized 0.0%
EXLS ExlService Holdings, Inc. 0.6%
Value ($000) $4,599 Shares 105,021 Est. Cost $43.25 Unrealized +5.7%
UAL United Airlines Holdings, Inc. 0.6%
Value ($000) $4,577 Shares 57,483 Est. Cost $84.54 Unrealized -12.9%
TMUS T-Mobile US, Inc. 0.6%
Value ($000) $4,503 Shares 18,899 Est. Cost $187.72 Unrealized +28.6%
NTAP NetApp, Inc. 0.5%
Value ($000) $4,418 Shares 41,460 Est. Cost $108.97 Unrealized -14.2%
CSCO Cisco Systems, Inc. 0.5%
Value ($000) $4,293 Shares 61,872 Est. Cost $58.79 Unrealized +2.7%
COKE Coca-Cola Consolidated, Inc. 0.5%
Value ($000) $4,206 Shares 37,672 Est. Cost $113.94 Unrealized +5.3%
DOCS Doximity, Inc. Class A 0.5%
Value ($000) $4,137 Shares 67,444 Est. Cost $63.15 Unrealized -11.6%
HIMS Hims & Hers Health, Inc. Class A 0.5%
Value ($000) $4,121 Shares 82,664 Est. Cost $44.48 Unrealized +1.6%
AMZN Amazon.com, Inc. 0.5%
Value ($000) $3,990 Shares 18,189 Est. Cost $132.12 Unrealized +49.8%
KR Kroger Co. 0.5%
Value ($000) $3,897 Shares 54,328 Est. Cost $55.35 Unrealized +23.2%
UVV Universal Corp 0.5%
Value ($000) $3,894 Shares 66,861 Est. Cost $46.90 Unrealized +22.8%
ATO Atmos Energy Corporation 0.5%
Value ($000) $3,831 Shares 24,856 Est. Cost $143.02 Unrealized +7.1%
ACM AECOM 0.5%
Value ($000) $3,806 Shares 33,725 Est. Cost $107.82 Unrealized -4.4%
UTI Universal Technical Institute, Inc. 0.5%
Value ($000) $3,738 Shares 110,284 Est. Cost $15.41 Unrealized +103.6%
ALSN Allison Transmission Holdings, Inc. 0.5%
Value ($000) $3,716 Shares 39,119 Est. Cost $56.51 Unrealized +69.7%
AMGN Amgen Inc. 0.5%
Value ($000) $3,691 Shares 13,221 Est. Cost $120.63 Unrealized +130.3%
INGR Ingredion Incorporated 0.5%
Value ($000) $3,660 Shares 26,984 Est. Cost $108.01 Unrealized +25.0%
ARGX argenx SE Sponsored ADR 0.4%
Value ($000) $3,604 Shares 6,539 Est. Cost $656.65 Unrealized
PEP PepsiCo, Inc. 0.4%
Value ($000) $3,597 Shares 27,245 Est. Cost $132.98 Unrealized -1.5%
BWXT BWX Technologies, Inc. 0.4%
Value ($000) $3,580 Shares 24,848 Est. Cost $61.87 Unrealized +88.1%
NRG NRG Energy, Inc. 0.4%
Value ($000) $3,516 Shares 21,894 Est. Cost $76.28 Unrealized +71.7%
SAP SAP SE Sponsored ADR 0.4%
Value ($000) $3,448 Shares 11,340 Est. Cost $304.10 Unrealized
SE Sea Limited Sponsored ADR Class A 0.4%
Value ($000) $3,343 Shares 20,899 Est. Cost $107.05 Unrealized
AVGO Broadcom Inc. 0.4%
Value ($000) $3,267 Shares 11,851 Est. Cost $136.55 Unrealized +58.1%
ADMA ADMA Biologics, Inc. 0.4%
Value ($000) $3,095 Shares 169,960 Est. Cost $18.81 Unrealized +8.4%
PPC Pilgrim's Pride Corporation 0.4%
Value ($000) $3,073 Shares 68,311 Est. Cost $48.10 Unrealized +2.0%
GD General Dynamics Corporation 0.4%
Value ($000) $3,038 Shares 10,415 Est. Cost $210.69 Unrealized +29.3%
Viper Energy, Inc. 0.4%
Value ($000) $3,011 Shares 78,968 Est. Cost $38.14 Unrealized
FTI TechnipFMC plc 0.4%
Value ($000) $2,995 Shares 86,970 Est. Cost $16.68 Unrealized +80.2%
EFG iShares MSCI EAFE Growth ETF 0.4%
Value ($000) $2,983 Shares 26,633 Est. Cost $86.30 Unrealized
EBAY eBay Inc. 0.4%
Value ($000) $2,973 Shares 39,930 Est. Cost $65.70 Unrealized +6.9%
CME CME Group Inc. Class A 0.4%
Value ($000) $2,968 Shares 10,767 Est. Cost $242.42 Unrealized +10.7%
PG Procter & Gamble Company 0.4%
Value ($000) $2,966 Shares 18,619 Est. Cost $137.90 Unrealized +16.6%
PH Parker-Hannifin Corporation 0.4%
Value ($000) $2,895 Shares 4,145 Est. Cost $648.59 Unrealized -3.1%
PSIX Power Solutions International, Inc. 0.3%
Value ($000) $2,820 Shares 43,603 Est. Cost $34.72 Unrealized +6.7%
EAT Brinker International, Inc. 0.3%
Value ($000) $2,654 Shares 14,720 Est. Cost $143.14 Unrealized +9.6%
CL Colgate-Palmolive Company 0.3%
Value ($000) $2,648 Shares 29,127 Est. Cost $66.99 Unrealized +34.4%
XEL Xcel Energy Inc. 0.3%
Value ($000) $2,603 Shares 38,218 Est. Cost $66.02 Unrealized +2.7%
BKR Baker Hughes Company Class A 0.3%
Value ($000) $2,572 Shares 67,093 Est. Cost $39.41 Unrealized -5.4%
FTEC Fidelity MSCI Information Technology Index ETF 0.3%
Value ($000) $2,564 Shares 13,000 Est. Cost $117.80 Unrealized
PAY Paymentus Holdings, Inc Class A 0.3%
Value ($000) $2,492 Shares 76,079 Est. Cost $21.12 Unrealized +58.5%
CALM Cal-Maine Foods, Inc. 0.3%
Value ($000) $2,491 Shares 24,999 Est. Cost $86.65 Unrealized +4.1%
SSNC SS&C Technologies Holdings, Inc. 0.3%
Value ($000) $2,481 Shares 29,964 Est. Cost $82.77 Unrealized -5.0%
MSTR MicroStrategy Incorporated Class A 0.3%
Value ($000) $2,477 Shares 6,128 Est. Cost $211.20 Unrealized +72.5%
JPM JPMorgan Chase & Co. 0.3%
Value ($000) $2,476 Shares 8,540 Est. Cost $148.63 Unrealized +70.0%
VLO Valero Energy Corporation 0.3%
Value ($000) $2,418 Shares 17,989 Est. Cost $104.99 Unrealized +16.5%
BAH Booz Allen Hamilton Holding Corporation Class A 0.3%
Value ($000) $2,221 Shares 21,331 Est. Cost $125.80 Unrealized -13.0%
JNJ Johnson & Johnson 0.3%
Value ($000) $2,197 Shares 14,384 Est. Cost $148.43 Unrealized +1.6%
NAGE Niagen Bioscience, Inc. 0.3%
Value ($000) $2,191 Shares 152,073 Est. Cost $6.92 Unrealized +42.7%
EFV iShares MSCI EAFE Value ETF 0.3%
Value ($000) $2,116 Shares 33,333 Est. Cost $48.93 Unrealized
TDG TransDigm Group Incorporated 0.3%
Value ($000) $2,056 Shares 1,352 Est. Cost $834.93 Unrealized +57.4%
KLAC KLA Corporation 0.3%
Value ($000) $2,040 Shares 2,278 Est. Cost $296.77 Unrealized +152.2%
WWD Woodward, Inc. 0.2%
Value ($000) $2,010 Shares 8,203 Est. Cost $131.03 Unrealized +55.5%
TYL Tyler Technologies, Inc. 0.2%
Value ($000) $1,853 Shares 3,125 Est. Cost $392.65 Unrealized +44.2%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,806 Shares 16,752 Est. Cost $106.99 Unrealized -2.3%
FLS Flowserve Corporation 0.2%
Value ($000) $1,801 Shares 34,395 Est. Cost $56.34 Unrealized -17.4%
SKWD Skyward Specialty Insurance Group, Inc. 0.2%
Value ($000) $1,800 Shares 31,150 Est. Cost $41.57 Unrealized +38.7%
VIRT Virtu Financial, Inc. Class A 0.2%
Value ($000) $1,797 Shares 40,127 Est. Cost $34.24 Unrealized +17.7%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $1,790 Shares 2,897 Est. Cost $383.78 Unrealized
CNK Cinemark Holdings, Inc. 0.2%
Value ($000) $1,772 Shares 58,699 Est. Cost $27.88 Unrealized +7.6%
CHRW C.H. Robinson Worldwide, Inc. 0.2%
Value ($000) $1,740 Shares 18,132 Est. Cost $104.85 Unrealized -11.9%
CVX Chevron Corporation 0.2%
Value ($000) $1,737 Shares 12,129 Est. Cost $122.56 Unrealized +11.8%
GOOGL Alphabet Inc. Class A 0.2%
Value ($000) $1,683 Shares 9,552 Est. Cost $133.79 Unrealized +22.0%
DX Dynex Capital, Inc. 0.2%
Value ($000) $1,668 Shares 136,524 Est. Cost $12.16 Unrealized
SRAD Sportradar Group AG Class A 0.2%
Value ($000) $1,649 Shares 58,730 Est. Cost $23.83 Unrealized
HCI HCI Group, Inc. 0.2%
Value ($000) $1,608 Shares 10,564 Est. Cost $106.19 Unrealized +44.6%
GRMN Garmin Ltd. 0.2%
Value ($000) $1,601 Shares 7,673 Est. Cost $192.45 Unrealized +1.9%
NEE NextEra Energy, Inc. 0.2%
Value ($000) $1,542 Shares 22,209 Est. Cost $66.35 Unrealized +2.6%
MCD McDonald's Corporation 0.2%
Value ($000) $1,474 Shares 5,045 Est. Cost $197.91 Unrealized +53.4%
BVN Compania de Minas Buenaventura SAA Sponsored ADR 0.2%
Value ($000) $1,455 Shares 88,582 Est. Cost $16.66 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $1,450 Shares 20,496 Est. Cost $54.00 Unrealized +29.2%
IBM International Business Machines Corporation 0.2%
Value ($000) $1,415 Shares 4,800 Est. Cost $147.09 Unrealized +72.6%
HSAI Hesai Group Sponsored ADR 0.2%
Value ($000) $1,414 Shares 64,410 Est. Cost $18.01 Unrealized
PRM Perimeter Solutions Inc 0.2%
Value ($000) $1,366 Shares 98,117 Est. Cost $12.32 Unrealized -6.3%
MMYT MakeMyTrip Ltd. 0.2%
Value ($000) $1,358 Shares 13,852 Est. Cost $72.19 Unrealized +39.7%
LMB Limbach Holdings, Inc. 0.2%
Value ($000) $1,331 Shares 9,499 Est. Cost $63.83 Unrealized +77.8%
IDR Idaho Strategic Resources Inc 0.2%
Value ($000) $1,330 Shares 101,654 Est. Cost $12.45 Unrealized +18.2%
CRM Salesforce, Inc. 0.2%
Value ($000) $1,317 Shares 4,830 Est. Cost $214.56 Unrealized +24.0%
EGO Eldorado Gold Corporation 0.2%
Value ($000) $1,273 Shares 62,586 Est. Cost $16.89 Unrealized +15.2%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,261 Shares 5,480 Est. Cost $187.37 Unrealized +16.6%
YOU Clear Secure, Inc. Class A 0.1%
Value ($000) $1,147 Shares 41,331 Est. Cost $29.04 Unrealized -13.2%
BE Bloom Energy Corporation Class A 0.1%
Value ($000) $1,137 Shares 47,538 Est. Cost $23.87 Unrealized -18.9%
PAHC Phibro Animal Health Corporation Class A 0.1%
Value ($000) $1,118 Shares 43,771 Est. Cost $22.35 Unrealized -2.4%
NEXN Nexxen International Ltd. 0.1%
Value ($000) $1,103 Shares 105,956 Est. Cost $9.09 Unrealized +11.8%
CoreCard Corporation 0.1%
Value ($000) $1,031 Shares 35,576 Est. Cost $21.84 Unrealized
GOOG Alphabet Inc. Class C 0.1%
Value ($000) $1,031 Shares 5,810 Est. Cost $131.32 Unrealized +25.5%
VZ Verizon Communications Inc. 0.1%
Value ($000) $1,018 Shares 23,531 Est. Cost $36.17 Unrealized +15.6%
C Citigroup Inc. 0.1%
Value ($000) $1,013 Shares 11,898 Est. Cost $49.89 Unrealized +42.7%
ORCL Oracle Corporation 0.1%
Value ($000) $1,010 Shares 4,620 Est. Cost $140.89 Unrealized +14.1%
ELMD Electromed, Inc. 0.1%
Value ($000) $1,007 Shares 45,814 Est. Cost $23.10 Unrealized -6.0%
ITRI Itron, Inc. 0.1%
Value ($000) $1,004 Shares 7,624 Est. Cost $87.23 Unrealized +29.7%
PDEX Pro-Dex, Inc. 0.1%
Value ($000) $980 Shares 22,461 Est. Cost $41.89 Unrealized +16.9%
MA Mastercard Incorporated Class A 0.1%
Value ($000) $971 Shares 1,728 Est. Cost $397.11 Unrealized +38.9%
MLI Mueller Industries, Inc. 0.1%
Value ($000) $963 Shares 12,117 Est. Cost $43.13 Unrealized +73.7%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $947 Shares 3,700 Est. Cost $205.00 Unrealized +13.7%
TLN Talen Energy Corp 0.1%
Value ($000) $945 Shares 3,251 Est. Cost $164.46 Unrealized +44.3%
NFG National Fuel Gas Company 0.1%
Value ($000) $945 Shares 11,150 Est. Cost $56.84 Unrealized +42.0%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $919 Shares 1,480 Est. Cost $429.43 Unrealized
HD Home Depot, Inc. 0.1%
Value ($000) $919 Shares 2,506 Est. Cost $232.99 Unrealized +52.8%
ADI Analog Devices, Inc. 0.1%
Value ($000) $907 Shares 3,810 Est. Cost $178.49 Unrealized +15.4%
REV Group, Inc. 0.1%
Value ($000) $899 Shares 18,894 Est. Cost $26.44 Unrealized
V Visa Inc. Class A 0.1%
Value ($000) $892 Shares 2,511 Est. Cost $242.67 Unrealized +43.0%
LOW Lowe's Companies, Inc. 0.1%
Value ($000) $887 Shares 3,996 Est. Cost $209.04 Unrealized +5.5%
STLD Steel Dynamics, Inc. 0.1%
Value ($000) $886 Shares 6,924 Est. Cost $77.53 Unrealized +63.0%
IESC IES Holdings, Inc. 0.1%
Value ($000) $868 Shares 2,931 Est. Cost $182.82 Unrealized +28.9%
STC Stewart Information Services Corporation 0.1%
Value ($000) $857 Shares 13,171 Est. Cost $71.51 Unrealized -10.1%
BIAUX Brown Advisory Small-Cap Fundamental Value Fund Investor Shs 0.1%
Value ($000) $852 Shares 31,438 Est. Cost $27.72 Unrealized
IONQ IonQ, Inc. 0.1%
Value ($000) $850 Shares 19,787 Est. Cost $32.40 Unrealized +3.4%
ZIM ZIM Integrated Shipping Services Ltd. 0.1%
Value ($000) $845 Shares 52,527 Est. Cost $21.98 Unrealized -28.4%
IGIC International General Insurance Holdings Ltd. 0.1%
Value ($000) $841 Shares 35,028 Est. Cost $16.41 Unrealized +44.6%
OGE OGE Energy Corp. 0.1%
Value ($000) $834 Shares 18,783 Est. Cost $39.36 Unrealized +12.7%
WGROX Wasatch Core Growth Fund 0.1%
Value ($000) $829 Shares 9,674 Est. Cost $73.66 Unrealized
CVSA Adtalem Global Education Inc. 0.1%
Value ($000) $817 Shares 6,423 Est. Cost $100.04 Unrealized +18.2%
SNEX StoneX Group Inc. 0.1%
Value ($000) $817 Shares 8,964 Est. Cost $52.49 Unrealized +61.1%
MSCI MSCI Inc. Class A 0.1%
Value ($000) $807 Shares 1,399 Est. Cost $420.67 Unrealized +30.5%
CAVA CAVA Group, Inc. 0.1%
Value ($000) $790 Shares 9,379 Est. Cost $132.61 Unrealized -35.7%
WCN Waste Connections, Inc. 0.1%
Value ($000) $776 Shares 4,156 Est. Cost $141.77 Unrealized +35.6%
HEI HEICO Corporation 0.1%
Value ($000) $764 Shares 2,328 Est. Cost $203.00 Unrealized +36.3%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $760 Shares 3,716 Est. Cost $161.31 Unrealized +15.1%
SPGI S&P Global, Inc. 0.1%
Value ($000) $752 Shares 1,426 Est. Cost $388.21 Unrealized +27.9%
PM Philip Morris International Inc. 0.1%
Value ($000) $745 Shares 4,090 Est. Cost $99.56 Unrealized +68.1%
POWL Powell Industries, Inc. 0.1%
Value ($000) $742 Shares 3,524 Est. Cost $152.28 Unrealized +18.5%
ABT Abbott Laboratories 0.1%
Value ($000) $739 Shares 5,431 Est. Cost $100.45 Unrealized +30.0%
PLMR Palomar Holdings, Inc. 0.1%
Value ($000) $726 Shares 4,706 Est. Cost $118.48 Unrealized +30.7%
HRTG Heritage Insurance Holdings, Inc. 0.1%
Value ($000) $726 Shares 29,105 Est. Cost $21.35 Unrealized 0.0%
ES Eversource Energy 0.1%
Value ($000) $722 Shares 11,343 Est. Cost $57.17 Unrealized +4.8%
UFPT UFP Technologies, Inc. 0.1%
Value ($000) $720 Shares 2,947 Est. Cost $186.66 Unrealized +20.6%
CLMB Climb Global Solutions, Inc. 0.1%
Value ($000) $710 Shares 6,645 Est. Cost $102.64 Unrealized +2.4%
DRI Darden Restaurants, Inc. 0.1%
Value ($000) $704 Shares 3,228 Est. Cost $146.51 Unrealized +39.4%
Unilever PLC Sponsored ADR 0.1%
Value ($000) $703 Shares 11,492 Est. Cost $49.40 Unrealized
SCHW Charles Schwab Corp 0.1%
Value ($000) $703 Shares 7,700 Est. Cost $66.81 Unrealized +24.5%
IBKR Interactive Brokers Group, Inc. Class A 0.1%
Value ($000) $688 Shares 12,418 Est. Cost $41.74 Unrealized +13.3%
RKLB Rocket Lab Corporation 0.1%
Value ($000) $685 Shares 19,141 Est. Cost $24.48 Unrealized 0.0%
ICE Intercontinental Exchange, Inc. 0.1%
Value ($000) $667 Shares 3,635 Est. Cost $110.43 Unrealized +54.4%
ORI Old Republic International Corporation 0.1%
Value ($000) $657 Shares 17,083 Est. Cost $18.99 Unrealized +83.7%
CSV Carriage Services Inc. 0.1%
Value ($000) $655 Shares 14,311 Est. Cost $39.25 Unrealized +5.5%
VNET VNET Group, Inc. Sponsored ADR 0.1%
Value ($000) $654 Shares 94,727 Est. Cost $6.96 Unrealized
Amcor PLC 0.1%
Value ($000) $649 Shares 70,590 Est. Cost $9.64 Unrealized -5.1%
MRK Merck & Co., Inc. 0.1%
Value ($000) $645 Shares 8,149 Est. Cost $80.13 Unrealized -3.4%
LAMR Lamar Advertising Company Class A 0.1%
Value ($000) $644 Shares 5,306 Est. Cost $103.30 Unrealized
APD Air Products and Chemicals, Inc. 0.1%
Value ($000) $642 Shares 2,275 Est. Cost $300.39 Unrealized -10.7%
FTK Flotek Industries, Inc. 0.1%
Value ($000) $615 Shares 41,661 Est. Cost $8.75 Unrealized +31.6%
AIT Applied Industrial Technologies, Inc. 0.1%
Value ($000) $614 Shares 2,643 Est. Cost $152.08 Unrealized +48.6%
OKE ONEOK, Inc. 0.1%
Value ($000) $614 Shares 7,521 Est. Cost $61.11 Unrealized +32.0%
PNTG Pennant Group Inc 0.1%
Value ($000) $612 Shares 20,507 Est. Cost $29.91 Unrealized -8.3%
GLD SPDR Gold Shares 0.1%
Value ($000) $610 Shares 2,000 Est. Cost $230.65 Unrealized
VITL Vital Farms, Inc. 0.1%
Value ($000) $603 Shares 15,657 Est. Cost $34.80 Unrealized -3.0%
YUM Yum! Brands, Inc. 0.1%
Value ($000) $602 Shares 4,066 Est. Cost $83.46 Unrealized +72.8%
APO Apollo Global Management Inc 0.1%
Value ($000) $598 Shares 4,216 Est. Cost $87.95 Unrealized +49.4%
CLPT ClearPoint Neuro, Inc. 0.1%
Value ($000) $597 Shares 50,000 Est. Cost $6.99 Unrealized +80.1%
BAC Bank of America Corp 0.1%
Value ($000) $592 Shares 12,500 Est. Cost $31.72 Unrealized +30.7%
WLFC Willis Lease Finance Corporation 0.1%
Value ($000) $583 Shares 4,084 Est. Cost $145.31 Unrealized -2.5%
NSRGY Nestle S.A. Sponsored ADR 0.1%
Value ($000) $575 Shares 5,793 Est. Cost $113.17 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $567 Shares 3,880 Est. Cost $81.24 Unrealized +62.2%
ADP Automatic Data Processing, Inc. 0.1%
Value ($000) $562 Shares 1,822 Est. Cost $228.92 Unrealized +32.1%
CLX Clorox Company 0.1%
Value ($000) $554 Shares 4,615 Est. Cost $147.98 Unrealized -11.9%
PR Permian Resources Corporation Class A 0.1%
Value ($000) $543 Shares 39,869 Est. Cost $13.77 Unrealized -6.6%
AXP American Express Company 0.1%
Value ($000) $542 Shares 1,700 Est. Cost $188.61 Unrealized +48.1%
HNNA Hennessy Advisors, Inc. 0.1%
Value ($000) $539 Shares 42,758 Est. Cost $10.83 Unrealized -1.3%
CPRT Copart, Inc. 0.1%
Value ($000) $539 Shares 10,975 Est. Cost $46.05 Unrealized +21.5%
RDNT RadNet, Inc. 0.1%
Value ($000) $522 Shares 9,165 Est. Cost $33.81 Unrealized +62.4%
FBP First Bancorp 0.1%
Value ($000) $513 Shares 24,640 Est. Cost $13.96 Unrealized +39.0%
UNH UnitedHealth Group Incorporated 0.1%
Value ($000) $500 Shares 1,602 Est. Cost $292.76 Unrealized +28.1%
WLDN Willdan Group, Inc. 0.1%
Value ($000) $498 Shares 7,969 Est. Cost $36.22 Unrealized +31.7%
BKH Black Hills Corporation 0.1%
Value ($000) $496 Shares 8,836 Est. Cost $57.33 Unrealized -1.5%
CSPI CSP Inc. 0.1%
Value ($000) $477 Shares 36,849 Est. Cost $12.85 Unrealized +11.3%
DIS Walt Disney Company 0.1%
Value ($000) $475 Shares 3,833 Est. Cost $90.87 Unrealized +13.1%
NTRS Northern Trust Corporation 0.1%
Value ($000) $470 Shares 3,707 Est. Cost $103.45 Unrealized -2.9%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $469 Shares 6,250 Est. Cost $59.72 Unrealized
GPC Genuine Parts Company 0.1%
Value ($000) $467 Shares 3,853 Est. Cost $139.78 Unrealized -15.7%
USLM United States Lime & Minerals, Inc. 0.1%
Value ($000) $463 Shares 4,644 Est. Cost $91.29 Unrealized +7.0%
EXR Extra Space Storage Inc. 0.1%
Value ($000) $459 Shares 3,115 Est. Cost $142.07 Unrealized -0.8%
QBTS D-Wave Quantum Inc. 0.1%
Value ($000) $456 Shares 31,173 Est. Cost $11.76 Unrealized 0.0%
DOCU DocuSign, Inc. 0.1%
Value ($000) $456 Shares 5,853 Est. Cost $87.59 Unrealized -7.6%
MPLX MPLX LP 0.1%
Value ($000) $456 Shares 8,847 Est. Cost $49.22 Unrealized
EE Excelerate Energy, Inc. Class A 0.1%
Value ($000) $451 Shares 15,366 Est. Cost $29.59 Unrealized -5.9%
WTFC Wintrust Financial Corporation 0.1%
Value ($000) $440 Shares 3,547 Est. Cost $102.96 Unrealized +11.4%
NGVC Natural Grocers by Vitamin Cottage, Inc. 0.1%
Value ($000) $436 Shares 11,117 Est. Cost $41.36 Unrealized +10.8%
UEC Uranium Energy Corp. 0.1%
Value ($000) $436 Shares 64,069 Est. Cost $5.60 Unrealized +0.1%
HESM Hess Midstream LP Class A 0.1%
Value ($000) $424 Shares 11,020 Est. Cost $34.30 Unrealized +3.6%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $421 Shares 9,100 Est. Cost $48.00 Unrealized -1.7%
CODI Compass Diversified Holdings 0.1%
Value ($000) $414 Shares 65,995 Est. Cost $19.28 Unrealized -42.5%
IBEX IBEX Ltd 0.1%
Value ($000) $413 Shares 14,201 Est. Cost $26.75 Unrealized 0.0%
MPWR Monolithic Power Systems, Inc. 0.1%
Value ($000) $413 Shares 565 Est. Cost $449.31 Unrealized +41.0%
HBAN Huntington Bancshares Incorporated 0.1%
Value ($000) $411 Shares 24,540 Est. Cost $15.53 Unrealized -5.4%
ODFL Old Dominion Freight Line, Inc. 0.1%
Value ($000) $408 Shares 2,512 Est. Cost $200.93 Unrealized -21.0%
RGLD Royal Gold, Inc. 0.0%
Value ($000) $403 Shares 2,265 Est. Cost $177.03 Unrealized 0.0%
GHM Graham Corporation 0.0%
Value ($000) $402 Shares 8,123 Est. Cost $31.27 Unrealized +18.5%
DGICA Donegal Group Inc. Class A 0.0%
Value ($000) $402 Shares 20,064 Est. Cost $18.75 Unrealized 0.0%
WES Western Midstream Partners, LP 0.0%
Value ($000) $401 Shares 10,360 Est. Cost $35.87 Unrealized
TXN Texas Instruments Incorporated 0.0%
Value ($000) $398 Shares 1,917 Est. Cost $142.44 Unrealized +22.3%
TPG TPG Inc Class A 0.0%
Value ($000) $396 Shares 7,559 Est. Cost $48.27 Unrealized -0.6%
FIS Fidelity National Information Services, Inc. 0.0%
Value ($000) $393 Shares 4,823 Est. Cost $56.13 Unrealized +36.5%
NVMI Nova Ltd. 0.0%
Value ($000) $392 Shares 1,425 Est. Cost $157.89 Unrealized +28.8%
NSA National Storage Affiliates Trust 0.0%
Value ($000) $389 Shares 12,146 Est. Cost $40.47 Unrealized
SANM Sanmina Corporation 0.0%
Value ($000) $387 Shares 3,958 Est. Cost $63.01 Unrealized +31.1%
FTAI FTAI Aviation Ltd. 0.0%
Value ($000) $386 Shares 3,355 Est. Cost $111.23 Unrealized 0.0%
NFLX Netflix, Inc. 0.0%
Value ($000) $382 Shares 285 Est. Cost $85.01 Unrealized +33.0%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $381 Shares 762 Est. Cost $278.24 Unrealized +74.7%
CASY Casey's General Stores, Inc. 0.0%
Value ($000) $377 Shares 738 Est. Cost $270.43 Unrealized +69.8%
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $376 Shares 4,206 Est. Cost $51.21 Unrealized +54.6%
CDE Coeur Mining, Inc. 0.0%
Value ($000) $368 Shares 41,548 Est. Cost $6.23 Unrealized +16.9%
HSY Hershey Company 0.0%
Value ($000) $366 Shares 2,208 Est. Cost $149.51 Unrealized +8.1%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $366 Shares 3,646 Est. Cost $86.74 Unrealized +19.5%
AGYS Agilysys, Inc. 0.0%
Value ($000) $364 Shares 3,173 Est. Cost $97.17 Unrealized -7.1%
EPSN Epsilon Energy Ltd. 0.0%
Value ($000) $363 Shares 49,120 Est. Cost $6.92 Unrealized 0.0%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $360 Shares 1,759 Est. Cost $117.80 Unrealized
ETN Eaton Corp. Plc 0.0%
Value ($000) $359 Shares 1,005 Est. Cost $238.70 Unrealized +28.5%
JBL Jabil Inc. 0.0%
Value ($000) $345 Shares 1,580 Est. Cost $130.90 Unrealized +23.7%
ET Energy Transfer LP 0.0%
Value ($000) $344 Shares 19,000 Est. Cost $16.21 Unrealized
KMI Kinder Morgan Inc Class P 0.0%
Value ($000) $340 Shares 11,563 Est. Cost $26.70 Unrealized +0.2%
MTZ MasTec, Inc. 0.0%
Value ($000) $331 Shares 1,945 Est. Cost $101.02 Unrealized +42.6%
ESOA Energy Services of America Corporation 0.0%
Value ($000) $330 Shares 33,182 Est. Cost $7.45 Unrealized +27.2%
SIEB Siebert Financial Corp. 0.0%
Value ($000) $328 Shares 74,272 Est. Cost $4.06 Unrealized 0.0%
GTY Getty Realty Corp. 0.0%
Value ($000) $314 Shares 11,378 Est. Cost $28.11 Unrealized
PNRG PrimeEnergy Resources Corporation 0.0%
Value ($000) $311 Shares 2,124 Est. Cost $206.41 Unrealized -16.0%
NOW ServiceNow, Inc. 0.0%
Value ($000) $308 Shares 300 Est. Cost $116.72 Unrealized +61.6%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $306 Shares 9,867 Est. Cost $30.00 Unrealized
CDRE Cadre Holdings, Inc. 0.0%
Value ($000) $304 Shares 9,547 Est. Cost $35.01 Unrealized -8.5%
FBTC Fidelity Wise Origin Bitcoin Fund 0.0%
Value ($000) $302 Shares 3,213 Est. Cost $82.37 Unrealized
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $291 Shares 2,054 Est. Cost $108.87 Unrealized 0.0%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $291 Shares 1,285 Est. Cost $198.32 Unrealized
AEP American Electric Power Company, Inc. 0.0%
Value ($000) $291 Shares 2,800 Est. Cost $98.44 Unrealized +3.6%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $289 Shares 5,836 Est. Cost $64.57 Unrealized -24.8%
FTNT Fortinet, Inc. 0.0%
Value ($000) $288 Shares 2,725 Est. Cost $69.26 Unrealized +45.7%
BIIB Biogen Inc. 0.0%
Value ($000) $272 Shares 2,164 Est. Cost $267.47 Unrealized -53.4%
CPRX Catalyst Pharmaceuticals, Inc. 0.0%
Value ($000) $272 Shares 12,524 Est. Cost $13.92 Unrealized +69.6%
AIG American International Group, Inc. 0.0%
Value ($000) $270 Shares 3,150 Est. Cost $60.81 Unrealized +34.8%
INTC Intel Corporation 0.0%
Value ($000) $269 Shares 12,000 Est. Cost $21.88 Unrealized -5.3%
HBB Hamilton Beach Brands Holding Co. Class A 0.0%
Value ($000) $267 Shares 14,899 Est. Cost $20.54 Unrealized -15.3%
HON Honeywell International Inc. 0.0%
Value ($000) $265 Shares 1,140 Est. Cost $159.95 Unrealized +24.8%
GBDC Golub Capital BDC, Inc. 0.0%
Value ($000) $264 Shares 18,030 Est. Cost $11.55 Unrealized +16.8%
PAGP Plains GP Holdings LP Class A 0.0%
Value ($000) $262 Shares 13,500 Est. Cost $17.24 Unrealized
VEEV Veeva Systems Inc Class A 0.0%
Value ($000) $260 Shares 902 Est. Cost $228.51 Unrealized +8.5%
AVAV AeroVironment, Inc. 0.0%
Value ($000) $254 Shares 893 Est. Cost $169.27 Unrealized 0.0%
PFSI PennyMac Financial Services, Inc. 0.0%
Value ($000) $249 Shares 2,500 Est. Cost $73.15 Unrealized +31.2%
BJ BJ's Wholesale Club Holdings, Inc. 0.0%
Value ($000) $248 Shares 2,301 Est. Cost $90.40 Unrealized +26.0%
MGRC McGrath RentCorp 0.0%
Value ($000) $237 Shares 2,043 Est. Cost $110.99 Unrealized 0.0%
WM Waste Management, Inc. 0.0%
Value ($000) $235 Shares 1,026 Est. Cost $191.03 Unrealized +20.2%
APPF AppFolio Inc Class A 0.0%
Value ($000) $230 Shares 1,000 Est. Cost $215.65 Unrealized +1.1%
CARR Carrier Global Corp. 0.0%
Value ($000) $228 Shares 3,110 Est. Cost $68.53 Unrealized -1.8%
DD DuPont de Nemours, Inc. 0.0%
Value ($000) $225 Shares 3,282 Est. Cost $31.56 Unrealized -13.4%
DKS Dick's Sporting Goods, Inc. 0.0%
Value ($000) $219 Shares 1,109 Est. Cost $128.35 Unrealized +42.0%
LRCX Lam Research Corporation 0.0%
Value ($000) $219 Shares 2,250 Est. Cost $78.86 Unrealized 0.0%
DAL Delta Air Lines, Inc. 0.0%
Value ($000) $218 Shares 4,430 Est. Cost $58.37 Unrealized -21.9%
ARCO Arcos Dorados Holdings, Inc. Class A 0.0%
Value ($000) $217 Shares 27,500 Est. Cost $8.11 Unrealized -9.0%
MATX Matson, Inc. 0.0%
Value ($000) $217 Shares 1,948 Est. Cost $98.28 Unrealized +10.2%
XYL Xylem Inc. 0.0%
Value ($000) $216 Shares 1,669 Est. Cost $122.65 Unrealized -2.0%
POAHY Porsche Automobil Holding SE Unsponsored ADR 0.0%
Value ($000) $215 Shares 54,355 Est. Cost $5.65 Unrealized
Synovus Financial Corp. 0.0%
Value ($000) $212 Shares 4,090 Est. Cost $51.75 Unrealized
SNX TD SYNNEX Corporation 0.0%
Value ($000) $207 Shares 1,528 Est. Cost $116.29 Unrealized 0.0%
PPG PPG Industries, Inc. 0.0%
Value ($000) $205 Shares 1,800 Est. Cost $106.34 Unrealized 0.0%
BCRX BioCryst Pharmaceuticals, Inc. 0.0%
Value ($000) $204 Shares 22,823 Est. Cost $9.31 Unrealized 0.0%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $202 Shares 1,101 Est. Cost $157.45 Unrealized 0.0%
GNW Genworth Financial, Inc. 0.0%
Value ($000) $197 Shares 25,344 Est. Cost $5.80 Unrealized +20.4%
NTIC Northern Technologies International Corporation 0.0%
Value ($000) $185 Shares 25,000 Est. Cost $13.48 Unrealized -43.6%
WT WisdomTree, Inc. 0.0%
Value ($000) $162 Shares 14,058 Est. Cost $7.40 Unrealized +26.5%
CIFR Cipher Mining Inc 0.0%
Value ($000) $160 Shares 33,474 Est. Cost $4.30 Unrealized -24.8%
SXC SunCoke Energy, Inc. 0.0%
Value ($000) $90 Shares 10,455 Est. Cost $9.74 Unrealized -11.0%
BKSY/WS BlackSky Technology Inc Warrant 2021-09.09.26 on BlackSky Technology 20.000 09/09/2026 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
SVA Sinovac Biotech Ltd. 0.0%
Value ($000) $0 Shares 13,159 Est. Cost $6.47 Unrealized 0.0%