Morningstar Investment Management LLC Diversified Active

Location: Chicago, IL

CIK: 0001673385 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $1.694B

Holdings (327)

GOVT ISHARES TR 14.5%
Value $246M Shares 10,701,492 Est. Cost $8.23 Unrealized
VTI VANGUARD INDEX FDS 4.2%
Value $71.52M Shares 213,319 Est. Cost $113.71 Unrealized
AAPL APPLE INC 3.3%
Value $56.33M Shares 207,210 Est. Cost $191.22 Unrealized +40.3%
MSFT MICROSOFT CORP 3.2%
Value $54.49M Shares 112,681 Est. Cost $387.77 Unrealized +29.1%
GOOGL ALPHABET INC 2.8%
Value $47.64M Shares 152,208 Est. Cost $116.59 Unrealized +145.0%
SPSM SPDR SERIES TRUST 2.8%
Value $47.41M Shares 1,011,729 Est. Cost $0.05 Unrealized
SCHO SCHWAB STRATEGIC TR 2.5%
Value $42.08M Shares 1,726,672 Est. Cost $23.22 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value $41.2M Shares 220,891 Est. Cost $140.25 Unrealized +32.7%
SLYV SPDR SERIES TRUST 2.1%
Value $35.15M Shares 386,421 Est. Cost $0.09 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.6%
Value $27.67M Shares 572,634 Est. Cost $0.05 Unrealized
FNDE SCHWAB STRATEGIC TR 1.5%
Value $25.27M Shares 700,890 Est. Cost $15.83 Unrealized
META META PLATFORMS INC 1.4%
Value $23.65M Shares 35,829 Est. Cost $415.93 Unrealized +60.4%
FTEC FIDELITY COVINGTON TRUST 1.3%
Value $21.38M Shares 95,145 Est. Cost $0.18 Unrealized
KXI ISHARES TR 1.1%
Value $19M Shares 293,821 Est. Cost $0.07 Unrealized
V VISA INC 1.1%
Value $18.64M Shares 53,151 Est. Cost $345.14 Unrealized -1.4%
ICSH ISHARES TR 0.8%
Value $14.31M Shares 282,957 Est. Cost $0.05 Unrealized
BLK BLACKROCK INC 0.8%
Value $13.76M Shares 12,857 Est. Cost $1092.36 Unrealized -0.3%
MA MASTERCARD INCORPORATED 0.8%
Value $13.58M Shares 23,790 Est. Cost $573.47 Unrealized -2.5%
VHT VANGUARD WORLD FD 0.8%
Value $13.28M Shares 46,147 Est. Cost $93.48 Unrealized
AMZN AMAZON COM INC 0.7%
Value $12.09M Shares 52,376 Est. Cost $196.86 Unrealized +16.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value $11.95M Shares 39,337 Est. Cost $0.28 Unrealized
ORCL ORACLE CORP 0.7%
Value $11.85M Shares 60,784 Est. Cost $254.17 Unrealized -6.3%
SCHH SCHWAB STRATEGIC TR 0.7%
Value $11.81M Shares 565,481 Est. Cost $0.02 Unrealized
EMR EMERSON ELEC CO 0.7%
Value $11.45M Shares 86,264 Est. Cost $133.82 Unrealized -1.1%
APH AMPHENOL CORP NEW 0.6%
Value $10.94M Shares 80,962 Est. Cost $107.76 Unrealized +23.9%
OMC OMNICOM GROUP INC 0.6%
Value $10.38M Shares 128,596 Est. Cost $74.34 Unrealized +1.9%
AXP AMERICAN EXPRESS CO 0.6%
Value $10.36M Shares 27,990 Est. Cost $316.55 Unrealized +12.8%
VGLT VANGUARD SCOTTSDALE FDS 0.6%
Value $10.11M Shares 181,237 Est. Cost $34.41 Unrealized
SCHW SCHWAB CHARLES CORP 0.6%
Value $9.819M Shares 98,278 Est. Cost $94.55 Unrealized +0.2%
XOM EXXON MOBIL CORP 0.6%
Value $9.689M Shares 80,513 Est. Cost $105.34 Unrealized +9.6%
NKE NIKE INC 0.6%
Value $9.682M Shares 151,965 Est. Cost $72.90 Unrealized -11.0%
MCO MOODYS CORP 0.6%
Value $9.492M Shares 18,580 Est. Cost $502.63 Unrealized -3.0%
HON HONEYWELL INTL INC 0.6%
Value $9.347M Shares 47,911 Est. Cost $206.49 Unrealized -5.6%
PEP PEPSICO INC 0.5%
Value $9.106M Shares 63,448 Est. Cost $141.03 Unrealized +3.5%
AMAT APPLIED MATLS INC 0.5%
Value $8.939M Shares 34,784 Est. Cost $180.02 Unrealized +33.0%
ACN ACCENTURE PLC IRELAND 0.5%
Value $8.489M Shares 31,641 Est. Cost $260.61 Unrealized -2.5%
UNP UNION PAC CORP 0.5%
Value $8.456M Shares 36,554 Est. Cost $223.15 Unrealized +1.9%
JNJ JOHNSON & JOHNSON 0.5%
Value $8.227M Shares 39,754 Est. Cost $168.62 Unrealized +16.8%
GD GENERAL DYNAMICS CORP 0.5%
Value $8.14M Shares 24,180 Est. Cost $310.32 Unrealized +9.8%
MOAT VANECK ETF TRUST 0.5%
Value $8.054M Shares 77,770 Est. Cost $0.09 Unrealized
AVGO BROADCOM INC 0.5%
Value $7.925M Shares 22,898 Est. Cost $209.73 Unrealized +70.2%
STZ CONSTELLATION BRANDS INC 0.5%
Value $7.889M Shares 57,179 Est. Cost $157.52 Unrealized -13.1%
BF/B BROWN FORMAN CORP 0.4%
Value $7.59M Shares 291,238 Est. Cost $28.60 Unrealized -2.2%
ADBE ADOBE INC 0.4%
Value $7.339M Shares 20,968 Est. Cost $358.75 Unrealized -5.2%
YUMC YUM CHINA HLDGS INC 0.4%
Value $7.172M Shares 150,827 Est. Cost $45.49 Unrealized +0.7%
CRM SALESFORCE INC 0.4%
Value $7.132M Shares 26,923 Est. Cost $251.43 Unrealized -1.3%
PG PROCTER AND GAMBLE CO 0.4%
Value $7.128M Shares 49,741 Est. Cost $155.30 Unrealized -5.2%
FAST FASTENAL CO 0.4%
Value $7.125M Shares 177,551 Est. Cost $46.73 Unrealized -10.1%
FOXA FOX CORP 0.4%
Value $6.965M Shares 95,320 Est. Cost $57.68 Unrealized +13.3%
HD HOME DEPOT INC 0.4%
Value $6.87M Shares 19,965 Est. Cost $389.16 Unrealized -6.3%
TTE TOTALENERGIES SE 0.4%
Value $6.852M Shares 105,091 Est. Cost $63.23 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.4%
Value $6.572M Shares 64,196 Est. Cost $102.00 Unrealized +0.2%
ANET ARISTA NETWORKS INC 0.4%
Value $6.571M Shares 50,151 Est. Cost $126.56 Unrealized +8.8%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $6.447M Shares 11,126 Est. Cost $459.66 Unrealized +23.0%
PFE PFIZER INC 0.4%
Value $6.421M Shares 257,882 Est. Cost $25.29 Unrealized -1.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $6.322M Shares 12,578 Est. Cost $485.45 Unrealized +2.5%
CLX CLOROX CO DEL 0.4%
Value $6.297M Shares 62,454 Est. Cost $114.30 Unrealized -5.3%
ZTS ZOETIS INC 0.4%
Value $6.264M Shares 49,786 Est. Cost $130.26 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.4%
Value $6.253M Shares 116,157 Est. Cost $63.49 Unrealized -10.1%
PM PHILIP MORRIS INTL INC 0.4%
Value $6.207M Shares 38,692 Est. Cost $165.33 Unrealized -7.1%
VTIP VANGUARD MALVERN FDS 0.4%
Value $6.152M Shares 124,391 Est. Cost $3.81 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value $6.126M Shares 10,817 Est. Cost $479.87 Unrealized +10.9%
WMT WALMART INC 0.4%
Value $6.104M Shares 54,792 Est. Cost $99.23 Unrealized +8.0%
LRCX LAM RESEARCH CORP 0.4%
Value $6.012M Shares 35,120 Est. Cost $104.06 Unrealized +49.3%
KLAC KLA CORP 0.4%
Value $5.942M Shares 4,890 Est. Cost $922.93 Unrealized +27.0%
WDAY WORKDAY INC 0.3%
Value $5.808M Shares 27,043 Est. Cost $228.98 Unrealized -0.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value $5.797M Shares 31,242 Est. Cost $201.52 Unrealized -4.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value $5.791M Shares 11,974 Est. Cost $451.17 Unrealized +5.5%
QCOM QUALCOMM INC 0.3%
Value $5.789M Shares 33,843 Est. Cost $156.41 Unrealized +9.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $5.498M Shares 134,992 Est. Cost $34.84 Unrealized +16.2%
DHR DANAHER CORPORATION 0.3%
Value $5.405M Shares 23,610 Est. Cost $198.37 Unrealized +10.7%
USB US BANCORP DEL 0.3%
Value $5.404M Shares 101,269 Est. Cost $44.53 Unrealized +9.4%
CPB THE CAMPBELLS COMPANY 0.3%
Value $5.248M Shares 188,283 Est. Cost $31.91 Unrealized -5.8%
ITW ILLINOIS TOOL WKS INC 0.3%
Value $5.239M Shares 21,271 Est. Cost $257.33 Unrealized -3.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value $5.204M Shares 57,865 Est. Cost $95.77 Unrealized -1.2%
WAT WATERS CORP 0.3%
Value $4.902M Shares 12,907 Est. Cost $301.75 Unrealized +21.9%
TXN TEXAS INSTRS INC 0.3%
Value $4.867M Shares 28,051 Est. Cost $191.56 Unrealized -10.9%
CMCSA COMCAST CORP NEW 0.3%
Value $4.865M Shares 162,761 Est. Cost $33.39 Unrealized -14.6%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value $4.751M Shares 52,084 Est. Cost $98.28 Unrealized -0.6%
ROK ROCKWELL AUTOMATION INC 0.3%
Value $4.674M Shares 12,013 Est. Cost $343.44 Unrealized +9.3%
DOC HEALTHPEAK PROPERTIES INC 0.3%
Value $4.592M Shares 285,545 Est. Cost $17.46 Unrealized -0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value $4.559M Shares 67,652 Est. Cost $68.18 Unrealized -5.5%
FLBR FRANKLIN TEMPLETON ETF TR 0.3%
Value $4.559M Shares 239,308 Est. Cost $0.02 Unrealized
MRK MERCK & CO INC 0.3%
Value $4.448M Shares 42,255 Est. Cost $80.72 Unrealized +15.5%
AMGN AMGEN INC 0.3%
Value $4.402M Shares 13,448 Est. Cost $284.01 Unrealized +11.2%
CCI CROWN CASTLE INC 0.3%
Value $4.395M Shares 49,458 Est. Cost $97.96 Unrealized -7.0%
ABNB AIRBNB INC 0.3%
Value $4.395M Shares 32,380 Est. Cost $129.37 Unrealized -3.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value $4.373M Shares 52,689 Est. Cost $71.83 Unrealized +3.9%
SPGI S&P GLOBAL INC 0.3%
Value $4.286M Shares 8,202 Est. Cost $533.84 Unrealized -7.4%
MDT MEDTRONIC PLC 0.3%
Value $4.258M Shares 44,322 Est. Cost $85.29 Unrealized +13.9%
TEL TE CONNECTIVITY PLC 0.2%
Value $4.228M Shares 18,584 Est. Cost $200.01 Unrealized +15.6%
RJF RAYMOND JAMES FINL INC 0.2%
Value $4.174M Shares 25,994 Est. Cost $162.99 Unrealized -1.3%
MKTX MARKETAXESS HLDGS INC 0.2%
Value $4.17M Shares 23,007 Est. Cost $193.45 Unrealized -12.4%
IQV IQVIA HLDGS INC 0.2%
Value $4.158M Shares 18,444 Est. Cost $181.84 Unrealized +19.7%
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value $4.077M Shares 68,022 Est. Cost $0.06 Unrealized
PPG PPG INDS INC 0.2%
Value $4.075M Shares 39,776 Est. Cost $108.29 Unrealized -7.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value $4.07M Shares 49,617 Est. Cost $74.54 Unrealized +4.5%
CNI CANADIAN NATL RY CO 0.2%
Value $4.03M Shares 40,749 Est. Cost $96.42 Unrealized -0.3%
CL COLGATE PALMOLIVE CO 0.2%
Value $3.984M Shares 50,416 Est. Cost $82.72 Unrealized -5.3%
APD AIR PRODS & CHEMS INC 0.2%
Value $3.983M Shares 16,124 Est. Cost $279.77 Unrealized -10.1%
ABEV AMBEV SA 0.2%
Value $3.884M Shares 1,572,660 Est. Cost $0.00 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value $3.855M Shares 36,811 Est. Cost $88.48 Unrealized +9.4%
SYK STRYKER CORPORATION 0.2%
Value $3.805M Shares 10,827 Est. Cost $384.53 Unrealized -5.5%
EWY ISHARES INC 0.2%
Value $3.787M Shares 38,951 Est. Cost $11.16 Unrealized
EIX EDISON INTL 0.2%
Value $3.778M Shares 62,946 Est. Cost $53.10 Unrealized +8.0%
ROP ROPER TECHNOLOGIES INC 0.2%
Value $3.764M Shares 8,456 Est. Cost $538.03 Unrealized -14.1%
AMCOR PLC 0.2%
Value $3.748M Shares 449,457 Est. Cost $8.96 Unrealized -7.9%
O REALTY INCOME CORP 0.2%
Value $3.724M Shares 66,060 Est. Cost $57.12 Unrealized +0.4%
ES EVERSOURCE ENERGY 0.2%
Value $3.724M Shares 55,311 Est. Cost $64.19 Unrealized +8.3%
BAX BAXTER INTL INC 0.2%
Value $3.589M Shares 187,785 Est. Cost $25.43 Unrealized -21.3%
BDX BECTON DICKINSON & CO 0.2%
Value $3.567M Shares 18,381 Est. Cost $183.43 Unrealized +3.3%
MO ALTRIA GROUP INC 0.2%
Value $3.529M Shares 61,207 Est. Cost $53.34 Unrealized +11.3%
CME CME GROUP INC 0.2%
Value $3.525M Shares 12,908 Est. Cost $209.86 Unrealized +29.0%
TYL TYLER TECHNOLOGIES INC 0.2%
Value $3.429M Shares 7,554 Est. Cost $476.40 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value $3.41M Shares 11,874 Est. Cost $307.99 Unrealized -1.0%
BIIB BIOGEN INC 0.2%
Value $3.305M Shares 18,779 Est. Cost $135.17 Unrealized +20.9%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value $3.303M Shares 15,216 Est. Cost $221.83 Unrealized -3.7%
PAYX PAYCHEX INC 0.2%
Value $3.285M Shares 29,283 Est. Cost $137.17 Unrealized -15.0%
BCE BCE INC 0.2%
Value $3.205M Shares 134,571 Est. Cost $23.52 Unrealized -2.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $3.117M Shares 57,779 Est. Cost $45.99 Unrealized +3.3%
IEX IDEX CORP 0.2%
Value $3.109M Shares 17,472 Est. Cost $168.10 Unrealized +1.6%
ON ON SEMICONDUCTOR CORP 0.2%
Value $3.088M Shares 57,018 Est. Cost $52.57 Unrealized -2.4%
KVUE KENVUE INC 0.2%
Value $3.013M Shares 174,656 Est. Cost $20.07 Unrealized -19.0%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value $2.987M Shares 110,306 Est. Cost $0.03 Unrealized
SEIC SEI INVTS CO 0.2%
Value $2.965M Shares 36,154 Est. Cost $87.43 Unrealized -6.5%
ILMN ILLUMINA INC 0.2%
Value $2.956M Shares 22,538 Est. Cost $99.18 Unrealized +18.4%
TU TELUS CORPORATION 0.2%
Value $2.956M Shares 224,443 Est. Cost $16.22 Unrealized -13.2%
TRU TRANSUNION 0.2%
Value $2.915M Shares 33,995 Est. Cost $90.58 Unrealized -9.4%
MAS MASCO CORP 0.2%
Value $2.883M Shares 45,436 Est. Cost $69.27 Unrealized -6.5%
TEAM ATLASSIAN CORPORATION 0.2%
Value $2.869M Shares 17,696 Est. Cost $180.93 Unrealized -13.3%
AVB AVALONBAY CMNTYS INC 0.2%
Value $2.864M Shares 15,798 Est. Cost $189.67 Unrealized -5.2%
CVX CHEVRON CORP NEW 0.2%
Value $2.856M Shares 18,738 Est. Cost $148.18 Unrealized +2.2%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value $2.806M Shares 33,019 Est. Cost $73.50 Unrealized +19.0%
OKE ONEOK INC NEW 0.2%
Value $2.796M Shares 38,035 Est. Cost $57.93 Unrealized +21.6%
JD JD.COM INC 0.2%
Value $2.751M Shares 95,863 Est. Cost $0.03 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $2.69M Shares 18,350 Est. Cost $0.18 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $2.686M Shares 42,362 Est. Cost $73.23 Unrealized -5.2%
CNH CNH INDL N V 0.2%
Value $2.681M Shares 290,748 Est. Cost $12.21 Unrealized -18.2%
GIS GENERAL MLS INC 0.2%
Value $2.609M Shares 56,098 Est. Cost $49.30 Unrealized -3.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value $2.59M Shares 22,099 Est. Cost $119.80 Unrealized +1.5%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value $2.548M Shares 214,987 Est. Cost $0.52 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.2%
Value $2.548M Shares 67,489 Est. Cost $37.48 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $2.512M Shares 3,255 Est. Cost $561.86 Unrealized +20.8%
NOW SERVICENOW INC 0.1%
Value $2.447M Shares 15,975 Est. Cost $177.05 Unrealized -3.1%
LULU LULULEMON ATHLETICA INC 0.1%
Value $2.395M Shares 11,523 Est. Cost $200.38 Unrealized -9.6%
WFC WELLS FARGO CO NEW 0.1%
Value $2.393M Shares 25,674 Est. Cost $75.81 Unrealized +14.3%
PYPL PAYPAL HLDGS INC 0.1%
Value $2.342M Shares 40,115 Est. Cost $70.27 Unrealized -7.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $2.317M Shares 23,361 Est. Cost $90.19 Unrealized +2.8%
KEY KEYCORP 0.1%
Value $2.308M Shares 111,822 Est. Cost $17.02 Unrealized +8.6%
PLAB PHOTRONICS INC 0.1%
Value $2.299M Shares 71,846 Est. Cost $21.39 Unrealized +20.6%
EFX EQUIFAX INC 0.1%
Value $2.248M Shares 10,361 Est. Cost $250.41 Unrealized -12.7%
A AGILENT TECHNOLOGIES INC 0.1%
Value $2.244M Shares 16,490 Est. Cost $120.55 Unrealized +19.2%
FITB FIFTH THIRD BANCORP 0.1%
Value $2.173M Shares 46,421 Est. Cost $41.72 Unrealized +4.6%
CNC CENTENE CORP DEL 0.1%
Value $2.172M Shares 52,788 Est. Cost $30.20 Unrealized +23.9%
BX BLACKSTONE INC 0.1%
Value $2.163M Shares 14,030 Est. Cost $165.37 Unrealized -8.4%
TFC TRUIST FINL CORP 0.1%
Value $2.135M Shares 43,382 Est. Cost $39.29 Unrealized +16.6%
CSX CSX CORP 0.1%
Value $2.126M Shares 58,650 Est. Cost $33.11 Unrealized +7.8%
COP CONOCOPHILLIPS 0.1%
Value $2.091M Shares 22,337 Est. Cost $93.28 Unrealized -3.5%
MRNA MODERNA INC 0.1%
Value $2.09M Shares 70,855 Est. Cost $27.90 Unrealized -2.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value $2.089M Shares 57,027 Est. Cost $34.73 Unrealized 0.0%
KKR KKR & CO INC 0.1%
Value $2.084M Shares 16,347 Est. Cost $141.65 Unrealized -12.3%
DOW DOW INC 0.1%
Value $2.068M Shares 88,465 Est. Cost $24.31 Unrealized -6.3%
KO COCA COLA CO 0.1%
Value $2.055M Shares 29,394 Est. Cost $68.49 Unrealized +1.3%
HAL HALLIBURTON CO 0.1%
Value $2.049M Shares 72,496 Est. Cost $21.87 Unrealized +20.2%
SHOP SHOPIFY INC 0.1%
Value $2.02M Shares 12,548 Est. Cost $160.56 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value $1.999M Shares 20,451 Est. Cost $96.73 Unrealized -5.3%
IXUS ISHARES TR 0.1%
Value $1.993M Shares 23,543 Est. Cost $0.08 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value $1.988M Shares 21,097 Est. Cost $84.44 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value $1.971M Shares 47,927 Est. Cost $44.15 Unrealized -5.9%
LPLA LPL FINL HLDGS INC 0.1%
Value $1.966M Shares 5,503 Est. Cost $362.48 Unrealized -2.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $1.966M Shares 23,061 Est. Cost $78.13 Unrealized +5.0%
KHC KRAFT HEINZ CO 0.1%
Value $1.954M Shares 80,560 Est. Cost $26.22 Unrealized -6.1%
BAC BANK AMERICA CORP 0.1%
Value $1.95M Shares 35,448 Est. Cost $38.46 Unrealized +36.9%
SLB SLB LIMITED 0.1%
Value $1.916M Shares 49,931 Est. Cost $35.16 Unrealized +2.6%
TSN TYSON FOODS INC 0.1%
Value $1.88M Shares 32,079 Est. Cost $54.40 Unrealized +0.4%
PLD PROLOGIS INC. 0.1%
Value $1.879M Shares 14,721 Est. Cost $108.29 Unrealized +14.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $1.848M Shares 11,836 Est. Cost $156.63 Unrealized -8.5%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value $1.807M Shares 9,344 Est. Cost $192.67 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value $1.781M Shares 525 Est. Cost $3842.96 Unrealized -1.7%
BA BOEING CO 0.1%
Value $1.776M Shares 8,178 Est. Cost $225.47 Unrealized -8.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value $1.758M Shares 20,128 Est. Cost $90.13 Unrealized -1.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value $1.708M Shares 9,360 Est. Cost $167.46 Unrealized -0.7%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $1.698M Shares 3,485 Est. Cost $336.31 Unrealized +38.5%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value $1.686M Shares 8,079 Est. Cost $290.12 Unrealized -22.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.68M Shares 5,088 Est. Cost $298.94 Unrealized +12.8%
HPQ HP INC 0.1%
Value $1.676M Shares 75,238 Est. Cost $26.14 Unrealized -3.4%
TER TERADYNE INC 0.1%
Value $1.613M Shares 8,332 Est. Cost $109.09 Unrealized +57.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value $1.579M Shares 8,572 Est. Cost $191.42 Unrealized +5.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $1.568M Shares 48,916 Est. Cost $10.63 Unrealized
TTD THE TRADE DESK INC 0.1%
Value $1.51M Shares 39,766 Est. Cost $63.49 Unrealized -30.2%
ABBV ABBVIE INC 0.1%
Value $1.472M Shares 6,441 Est. Cost $200.85 Unrealized +13.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.1%
Value $1.432M Shares 35,162 Est. Cost $43.19 Unrealized -5.8%
JHG JANUS HENDERSON GROUP PLC 0.1%
Value $1.422M Shares 29,898 Est. Cost $43.19 Unrealized +2.4%
MGA MAGNA INTL INC 0.1%
Value $1.382M Shares 25,922 Est. Cost $48.87 Unrealized 0.0%
UBS UBS GROUP AG 0.1%
Value $1.378M Shares 29,854 Est. Cost $40.40 Unrealized 0.0%
VRSN VERISIGN INC 0.1%
Value $1.378M Shares 5,672 Est. Cost $276.92 Unrealized -9.4%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value $1.31M Shares 7,561 Est. Cost $211.48 Unrealized -13.6%
EBAY EBAY INC. 0.1%
Value $1.258M Shares 14,438 Est. Cost $87.96 Unrealized -1.8%
BMO BANK MONTREAL QUE 0.1%
Value $1.243M Shares 9,571 Est. Cost $126.63 Unrealized 0.0%
ALC ALCON AG 0.1%
Value $1.222M Shares 15,448 Est. Cost $83.45 Unrealized -7.7%
PRG PROG HOLDINGS INC 0.1%
Value $1.191M Shares 40,389 Est. Cost $32.57 Unrealized -8.7%
LZB LA Z BOY INC 0.1%
Value $1.185M Shares 31,792 Est. Cost $36.67 Unrealized -4.5%
STLD STEEL DYNAMICS INC 0.1%
Value $1.179M Shares 6,955 Est. Cost $130.39 Unrealized +21.5%
ATKR ATKORE INC 0.1%
Value $1.174M Shares 18,562 Est. Cost $64.34 Unrealized +0.5%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value $1.172M Shares 11,974 Est. Cost $88.55 Unrealized -1.2%
ZD ZIFF DAVIS INC 0.1%
Value $1.17M Shares 33,291 Est. Cost $35.02 Unrealized -0.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $1.157M Shares 7,695 Est. Cost $140.85 Unrealized +4.4%
FHI FEDERATED HERMES INC 0.1%
Value $1.138M Shares 21,848 Est. Cost $49.91 Unrealized +0.8%
AYI ACUITY INC 0.1%
Value $1.109M Shares 3,079 Est. Cost $318.45 Unrealized +13.4%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value $1.035M Shares 4,747 Est. Cost $179.65 Unrealized +23.0%
TPH TRI POINTE HOMES INC 0.1%
Value $1.032M Shares 32,793 Est. Cost $34.04 Unrealized -4.5%
NDAQ NASDAQ INC 0.1%
Value $1.031M Shares 10,611 Est. Cost $92.14 Unrealized -2.6%
BWA BORGWARNER INC 0.1%
Value $1.019M Shares 22,618 Est. Cost $39.71 Unrealized +10.0%
AME AMETEK INC 0.1%
Value $1.008M Shares 4,912 Est. Cost $183.47 Unrealized +5.9%
TFX TELEFLEX INCORPORATED 0.1%
Value $976K Shares 7,994 Est. Cost $120.66 Unrealized +0.3%
CRI CARTERS INC 0.1%
Value $971K Shares 29,927 Est. Cost $28.29 Unrealized +9.8%
SNA SNAP ON INC 0.1%
Value $965K Shares 2,800 Est. Cost $320.78 Unrealized +6.1%
COST COSTCO WHSL CORP NEW 0.1%
Value $964K Shares 1,118 Est. Cost $990.32 Unrealized -8.5%
GGG GRACO INC 0.1%
Value $950K Shares 11,588 Est. Cost $84.93 Unrealized -3.5%
PBH PRESTIGE CONSMR HEALTHCARE I 0.1%
Value $946K Shares 15,328 Est. Cost $69.61 Unrealized -12.1%
Q QNITY ELECTRONICS INC 0.1%
Value $942K Shares 11,533 Est. Cost $84.91 Unrealized 0.0%
VNOM VIPER ENERGY INC 0.1%
Value $940K Shares 24,345 Est. Cost $38.10 Unrealized -0.6%
ALLE ALLEGION PLC 0.1%
Value $936K Shares 5,877 Est. Cost $165.14 Unrealized +0.9%
DIS DISNEY WALT CO 0.1%
Value $922K Shares 8,100 Est. Cost $95.90 Unrealized +14.2%
GIB CGI INC 0.1%
Value $917K Shares 9,933 Est. Cost $96.53 Unrealized -7.8%
BBY BEST BUY INC 0.1%
Value $907K Shares 13,554 Est. Cost $70.01 Unrealized +7.8%
FISV FISERV INC 0.1%
Value $890K Shares 13,257 Est. Cost $143.31 Unrealized -41.5%
FDS FACTSET RESH SYS INC 0.1%
Value $889K Shares 3,065 Est. Cost $379.72 Unrealized -26.3%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $884K Shares 634 Est. Cost $1253.17 Unrealized +11.4%
GIII G III APPAREL GROUP LTD 0.1%
Value $873K Shares 30,142 Est. Cost $25.28 Unrealized +12.7%
NDSN NORDSON CORP 0.1%
Value $867K Shares 3,604 Est. Cost $219.03 Unrealized +7.0%
INVA INNOVIVA INC 0.1%
Value $857K Shares 42,850 Est. Cost $19.50 Unrealized +0.2%
MSM MSC INDL DIRECT INC 0.1%
Value $854K Shares 10,154 Est. Cost $89.20 Unrealized -2.8%
DCI DONALDSON INC 0.1%
Value $851K Shares 9,600 Est. Cost $74.82 Unrealized +15.5%
AOS SMITH A O CORP 0.0%
Value $830K Shares 12,406 Est. Cost $70.87 Unrealized -4.8%
DOO BRP INC 0.0%
Value $824K Shares 11,653 Est. Cost $67.95 Unrealized 0.0%
WINA WINMARK CORP 0.0%
Value $820K Shares 2,025 Est. Cost $429.37 Unrealized -0.4%
HSY HERSHEY CO 0.0%
Value $808K Shares 4,442 Est. Cost $179.65 Unrealized +1.4%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value $806K Shares 10,027 Est. Cost $80.54 Unrealized +4.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $755K Shares 4,661 Est. Cost $121.95 Unrealized +28.1%
BCC BOISE CASCADE CO DEL 0.0%
Value $747K Shares 10,147 Est. Cost $85.22 Unrealized -14.6%
PHM PULTE GROUP INC 0.0%
Value $740K Shares 6,312 Est. Cost $123.78 Unrealized -1.1%
VRSK VERISK ANALYTICS INC 0.0%
Value $732K Shares 3,273 Est. Cost $273.52 Unrealized -17.6%
HRB BLOCK H & R INC 0.0%
Value $727K Shares 16,692 Est. Cost $52.02 Unrealized -10.8%
NFLX NETFLIX INC 0.0%
Value $720K Shares 7,677 Est. Cost $80.72 Unrealized +33.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value $718K Shares 14,365 Est. Cost $56.34 Unrealized -4.7%
EHC ENCOMPASS HEALTH CORP 0.0%
Value $711K Shares 6,701 Est. Cost $117.34 Unrealized -1.4%
CRUS CIRRUS LOGIC INC 0.0%
Value $708K Shares 5,972 Est. Cost $111.36 Unrealized +10.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value $699K Shares 20,643 Est. Cost $32.42 Unrealized 0.0%
INTU INTUIT 0.0%
Value $675K Shares 1,019 Est. Cost $717.45 Unrealized -7.9%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $672K Shares 10,449 Est. Cost $62.79 Unrealized +6.5%
HRL HORMEL FOODS CORP 0.0%
Value $671K Shares 28,323 Est. Cost $27.86 Unrealized -16.4%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $670K Shares 7,987 Est. Cost $95.26 Unrealized -10.5%
HSIC HENRY SCHEIN INC 0.0%
Value $664K Shares 8,787 Est. Cost $69.22 Unrealized +1.7%
ATR APTARGROUP INC 0.0%
Value $659K Shares 5,407 Est. Cost $143.40 Unrealized -14.3%
DOV DOVER CORP 0.0%
Value $657K Shares 3,365 Est. Cost $178.62 Unrealized +1.8%
WDFC WD 40 CO 0.0%
Value $652K Shares 3,311 Est. Cost $214.35 Unrealized -8.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $648K Shares 2,902 Est. Cost $247.24 Unrealized -8.1%
ROL ROLLINS INC 0.0%
Value $630K Shares 10,500 Est. Cost $56.61 Unrealized +3.6%
TTC TORO CO 0.0%
Value $615K Shares 7,809 Est. Cost $76.67 Unrealized -3.6%
LLY ELI LILLY & CO 0.0%
Value $606K Shares 564 Est. Cost $742.24 Unrealized +28.7%
PLXS PLEXUS CORP 0.0%
Value $601K Shares 4,089 Est. Cost $135.09 Unrealized +8.5%
MKC MCCORMICK & CO INC 0.0%
Value $584K Shares 8,571 Est. Cost $69.05 Unrealized -4.5%
DHI D R HORTON INC 0.0%
Value $578K Shares 4,012 Est. Cost $156.63 Unrealized -2.9%
MIDD MIDDLEBY CORP 0.0%
Value $568K Shares 3,822 Est. Cost $138.84 Unrealized -5.5%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $565K Shares 11,640 Est. Cost $47.08 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value $560K Shares 5,230 Est. Cost $100.73 Unrealized +12.8%
PKG PACKAGING CORP AMER 0.0%
Value $531K Shares 2,575 Est. Cost $195.66 Unrealized +3.4%
SU SUNCOR ENERGY INC NEW 0.0%
Value $529K Shares 11,911 Est. Cost $42.26 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.0%
Value $528K Shares 957 Est. Cost $492.21 Unrealized +13.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value $519K Shares 97 Est. Cost $5125.50 Unrealized +0.2%
ITT ITT INC 0.0%
Value $513K Shares 2,955 Est. Cost $167.78 Unrealized +6.8%
AVY AVERY DENNISON CORP 0.0%
Value $501K Shares 2,752 Est. Cost $171.73 Unrealized +0.3%
GILD GILEAD SCIENCES INC 0.0%
Value $478K Shares 3,891 Est. Cost $71.92 Unrealized +68.1%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $477K Shares 5,078 Est. Cost $109.43 Unrealized -13.8%
USPH U S PHYSICAL THERAPY 0.0%
Value $462K Shares 5,919 Est. Cost $80.11 Unrealized +1.3%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $460K Shares 508 Est. Cost $808.07 Unrealized +18.9%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $459K Shares 4,557 Est. Cost $91.33 Unrealized +6.6%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $457K Shares 9,131 Est. Cost $55.69 Unrealized -10.6%
FTDR FRONTDOOR INC 0.0%
Value $455K Shares 7,884 Est. Cost $60.88 Unrealized -3.4%
FTV FORTIVE CORP 0.0%
Value $427K Shares 7,731 Est. Cost $49.17 Unrealized +5.5%
TXT TEXTRON INC 0.0%
Value $425K Shares 4,878 Est. Cost $81.39 Unrealized +2.8%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $422K Shares 1,242 Est. Cost $220.44 Unrealized +40.4%
FTNT FORTINET INC 0.0%
Value $418K Shares 5,269 Est. Cost $89.23 Unrealized -7.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $417K Shares 3,614 Est. Cost $106.17 Unrealized +10.9%
CF CF INDS HLDGS INC 0.0%
Value $408K Shares 5,270 Est. Cost $88.36 Unrealized -7.3%
MCD MCDONALDS CORP 0.0%
Value $405K Shares 1,324 Est. Cost $303.17 Unrealized +0.6%
HUBB HUBBELL INC 0.0%
Value $397K Shares 894 Est. Cost $428.19 Unrealized +2.1%
CBT CABOT CORP 0.0%
Value $390K Shares 5,882 Est. Cost $77.17 Unrealized -14.1%
DPZ DOMINOS PIZZA INC 0.0%
Value $389K Shares 934 Est. Cost $450.82 Unrealized -7.8%
HAS HASBRO INC 0.0%
Value $388K Shares 4,733 Est. Cost $63.23 Unrealized +23.4%
UI UBIQUITI INC 0.0%
Value $385K Shares 696 Est. Cost $499.23 Unrealized +26.7%
INGR INGREDION INC 0.0%
Value $380K Shares 3,449 Est. Cost $132.13 Unrealized -14.6%
EXP EAGLE MATLS INC 0.0%
Value $377K Shares 1,825 Est. Cost $226.24 Unrealized -2.5%
PSA PUBLIC STORAGE OPER CO 0.0%
Value $375K Shares 1,446 Est. Cost $281.51 Unrealized -1.5%
EOG EOG RES INC 0.0%
Value $373K Shares 3,553 Est. Cost $116.64 Unrealized -8.1%
CHE CHEMED CORP NEW 0.0%
Value $369K Shares 863 Est. Cost $451.98 Unrealized -3.8%
LPX LOUISIANA PAC CORP 0.0%
Value $364K Shares 4,509 Est. Cost $92.32 Unrealized -8.5%
MGEE MGE ENERGY INC 0.0%
Value $363K Shares 4,631 Est. Cost $84.55 Unrealized -3.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $354K Shares 1,196 Est. Cost $254.53 Unrealized +17.4%
GOOG ALPHABET INC 0.0%
Value $346K Shares 1,103 Est. Cost $209.93 Unrealized +36.4%
PDD PDD HOLDINGS INC 0.0%
Value $344K Shares 3,034 Est. Cost $0.10 Unrealized
THRM GENTHERM INC 0.0%
Value $330K Shares 9,074 Est. Cost $33.83 Unrealized +6.4%
CHH CHOICE HOTELS INTL INC 0.0%
Value $310K Shares 3,257 Est. Cost $121.41 Unrealized -21.8%
JPM JPMORGAN CHASE & CO. 0.0%
Value $308K Shares 956 Est. Cost $294.04 Unrealized +5.3%
CCJ CAMECO CORP 0.0%
Value $296K Shares 3,238 Est. Cost $89.94 Unrealized 0.0%
TME TENCENT MUSIC ENTMT GROUP 0.0%
Value $294K Shares 16,754 Est. Cost $3.37 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $293K Shares 3,690 Est. Cost $64.19 Unrealized +22.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $282K Shares 1,350 Est. Cost $192.62 Unrealized +0.1%
SBUX STARBUCKS CORP 0.0%
Value $277K Shares 3,294 Est. Cost $88.11 Unrealized -4.6%
GPC GENUINE PARTS CO 0.0%
Value $275K Shares 2,234 Est. Cost $132.40 Unrealized -2.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value $265K Shares 2,630 Est. Cost $127.63 Unrealized -15.1%
D DOMINION ENERGY INC 0.0%
Value $263K Shares 4,492 Est. Cost $58.13 Unrealized +2.8%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $258K Shares 3,511 Est. Cost $76.24 Unrealized -3.5%
VTR VENTAS INC 0.0%
Value $257K Shares 3,326 Est. Cost $66.33 Unrealized +13.0%
CVE CENOVUS ENERGY INC 0.0%
Value $249K Shares 14,714 Est. Cost $17.37 Unrealized 0.0%
FLO FLOWERS FOODS INC 0.0%
Value $246K Shares 22,615 Est. Cost $14.62 Unrealized -21.8%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $237K Shares 675 Est. Cost $308.14 Unrealized +9.3%
NTRS NORTHERN TR CORP 0.0%
Value $237K Shares 1,735 Est. Cost $100.50 Unrealized +30.1%
G GENPACT LIMITED 0.0%
Value $233K Shares 4,986 Est. Cost $43.82 Unrealized -1.3%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $223K Shares 1,205 Est. Cost $152.73 Unrealized +17.9%
SYY SYSCO CORP 0.0%
Value $222K Shares 3,015 Est. Cost $72.26 Unrealized +4.5%
NI NISOURCE INC 0.0%
Value $218K Shares 5,223 Est. Cost $41.04 Unrealized +3.9%
CSCO CISCO SYS INC 0.0%
Value $214K Shares 2,774 Est. Cost $46.43 Unrealized +58.9%
TMUS T-MOBILE US INC 0.0%
Value $205K Shares 1,011 Est. Cost $241.48 Unrealized -12.5%
WU WESTERN UN CO 0.0%
Value $187K Shares 20,056 Est. Cost $0.01 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $115K Shares 21,680 Est. Cost $0.00 Unrealized