Hodges Capital Management Inc. Diversified Active

CIK: 0001337263 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $1,223 (100.0% shares, 0.0% debt)

Holdings (217)

TPL TEXAS PACIFIC LAND CORPORATI 3.7%
Value ($000) $45 Shares 62,336 Est. Cost $191.14 Unrealized +5.3%
EXP EAGLE MATLS INC 3.4%
Value ($000) $41 Shares 212,435 Est. Cost $117.67 Unrealized +18.8%
MTDR MATADOR RES CO 3.3%
Value ($000) $40 Shares 495,654 Est. Cost $40.85 Unrealized +37.7%
ENCORE WIRE CORP 3.2%
Value ($000) $39 Shares 173,623 Est. Cost $59.21 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 3.1%
Value ($000) $37 Shares 1,290,560 Est. Cost $15.98 Unrealized +23.9%
ONON ON HLDG AG 2.8%
Value ($000) $34 Shares 676,043 Est. Cost $23.25 Unrealized -2.6%
UBER UBER TECHNOLOGIES INC 2.3%
Value ($000) $29 Shares 594,816 Est. Cost $33.57 Unrealized -5.5%
VISTA OUTDOOR INC 2.1%
Value ($000) $26 Shares 552,907 Est. Cost $15.58 Unrealized
CNK CINEMARK HLDGS INC 1.9%
Value ($000) $23 Shares 915,919 Est. Cost $13.15 Unrealized -8.8%
TMHC TAYLOR MORRISON HOME CORP 1.8%
Value ($000) $22 Shares 368,687 Est. Cost $25.72 Unrealized +36.6%
EXE CHESAPEAKE ENERGY CORP 1.6%
Value ($000) $20 Shares 188,863 Est. Cost $71.52 Unrealized +4.2%
ON ON SEMICONDUCTOR CORP 1.5%
Value ($000) $19 Shares 155,691 Est. Cost $49.59 Unrealized +53.2%
CMC COMMERCIAL METALS CO 1.5%
Value ($000) $19 Shares 258,584 Est. Cost $26.93 Unrealized +84.8%
MSFT MICROSOFT CORP 1.5%
Value ($000) $18 Shares 72,008 Est. Cost $139.97 Unrealized +78.2%
BLDR BUILDERS FIRSTSOURCE INC 1.3%
Value ($000) $16 Shares 133,336 Est. Cost $53.91 Unrealized +46.9%
HTH HILLTOP HOLDINGS INC 1.3%
Value ($000) $16 Shares 321,137 Est. Cost $26.90 Unrealized +17.3%
FCX FREEPORT-MCMORAN INC 1.3%
Value ($000) $15 Shares 272,821 Est. Cost $28.83 Unrealized +38.7%
SM SM ENERGY CO 1.3%
Value ($000) $15 Shares 291,036 Est. Cost $28.36 Unrealized +0.1%
GM GENERAL MTRS CO 1.2%
Value ($000) $15 Shares 311,726 Est. Cost $45.84 Unrealized -20.0%
VYX NCR CORP NEW 1.2%
Value ($000) $14 Shares 367,200 Est. Cost $17.37 Unrealized -11.6%
ETD ETHAN ALLEN INTERIORS INC 1.2%
Value ($000) $14 Shares 342,473 Est. Cost $17.54 Unrealized +32.1%
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $14 Shares 186,442 Est. Cost $69.04 Unrealized +1.7%
CALY TOPGOLF CALLAWAY BRANDS CORP 1.1%
Value ($000) $14 Shares 408,952 Est. Cost $26.54 Unrealized -14.6%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $13 Shares 54,207 Est. Cost $20.19 Unrealized +7.1%
NCLH NORWEGIAN CRUISE LINE HLDG L 1.1%
Value ($000) $13 Shares 555,089 Est. Cost $22.65 Unrealized -33.9%
AAPL APPLE INC 1.1%
Value ($000) $13 Shares 78,861 Est. Cost $104.44 Unrealized +39.3%
MU MICRON TECHNOLOGY INC 1.0%
Value ($000) $13 Shares 161,424 Est. Cost $53.12 Unrealized +8.7%
TOST TOAST INC 1.0%
Value ($000) $13 Shares 412,699 Est. Cost $18.44 Unrealized +6.9%
DIOD DIODES INC 1.0%
Value ($000) $13 Shares 90,663 Est. Cost $75.12 Unrealized +19.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $12 Shares 101,886 Est. Cost $52.38 Unrealized +91.2%
CFR CULLEN FROST BANKERS INC 1.0%
Value ($000) $12 Shares 76,220 Est. Cost $112.61 Unrealized +0.6%
STKL SUNOPTA INC 1.0%
Value ($000) $12 Shares 978,666 Est. Cost $9.65 Unrealized -17.1%
WYNN WYNN RESORTS LTD 1.0%
Value ($000) $12 Shares 83,481 Est. Cost $70.35 Unrealized +44.5%
SCVL SHOE CARNIVAL INC 0.9%
Value ($000) $12 Shares 272,250 Est. Cost $26.20 Unrealized -0.5%
KE KIMBALL ELECTRONICS INC 0.9%
Value ($000) $11 Shares 282,873 Est. Cost $21.80 Unrealized +11.8%
ULCC FRONTIER GROUP HLDGS INC 0.9%
Value ($000) $11 Shares 760,478 Est. Cost $12.15 Unrealized -8.1%
CMA COMERICA INC 0.9%
Value ($000) $11 Shares 157,316 Est. Cost $55.39 Unrealized -0.9%
INMD INMODE LTD 0.9%
Value ($000) $11 Shares 206,933 Est. Cost $36.65 Unrealized -6.5%
SOLO BRANDS INC 0.8%
Value ($000) $10 Shares 773,441 Est. Cost $1.22 Unrealized
BC BRUNSWICK CORP 0.8%
Value ($000) $10 Shares 82,077 Est. Cost $66.32 Unrealized +16.7%
GEO GEO GROUP INC NEW 0.8%
Value ($000) $10 Shares 727,181 Est. Cost $9.53 Unrealized +3.0%
SFM SPROUTS FMRS MKT INC 0.7%
Value ($000) $9 Shares 147,557 Est. Cost $30.29 Unrealized +6.8%
RVLV REVOLVE GROUP INC 0.7%
Value ($000) $9 Shares 178,730 Est. Cost $33.67 Unrealized -23.3%
OKE ONEOK INC NEW 0.7%
Value ($000) $8 Shares 122,752 Est. Cost $34.84 Unrealized +64.5%
UPLD UPLAND SOFTWARE INC 0.7%
Value ($000) $8 Shares 1,133,986 Est. Cost $13.64 Unrealized -49.2%
PR PERMIAN RESOURCES CORP 0.7%
Value ($000) $8 Shares 447,377 Est. Cost $9.58 Unrealized +6.6%
GPK GRAPHIC PACKAGING HLDG CO 0.7%
Value ($000) $8 Shares 178,693 Est. Cost $21.97 Unrealized +7.1%
BLCO BAUSCH PLUS LOMB CORP 0.7%
Value ($000) $8 Shares 286,839 Est. Cost $15.30 Unrealized +10.7%
GPI GROUP 1 AUTOMOTIVE INC 0.7%
Value ($000) $8 Shares 26,044 Est. Cost $178.79 Unrealized +18.6%
DSGR DISTRIBUTION SOLUTIONS GRP I 0.6%
Value ($000) $8 Shares 98,031 Est. Cost $19.01 Unrealized +10.4%
COHR COHERENT CORP 0.6%
Value ($000) $8 Shares 107,616 Est. Cost $40.69 Unrealized 0.0%
SPIRIT AEROSYSTEMS HLDGS INC 0.6%
Value ($000) $7 Shares 119,388 Est. Cost $0.06 Unrealized
PB PROSPERITY BANCSHARES INC 0.6%
Value ($000) $7 Shares 70,637 Est. Cost $62.20 Unrealized +3.3%
RIG TRANSOCEAN LTD 0.6%
Value ($000) $7 Shares 618,569 Est. Cost $6.42 Unrealized 0.0%
TSLA TESLA INC 0.6%
Value ($000) $7 Shares 29,409 Est. Cost $183.77 Unrealized -5.1%
HD HOME DEPOT INC 0.6%
Value ($000) $7 Shares 26,857 Est. Cost $157.51 Unrealized +80.7%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $7 Shares 41,395 Est. Cost $5.18 Unrealized
STAA STAAR SURGICAL CO 0.6%
Value ($000) $7 Shares 61,987 Est. Cost $62.72 Unrealized +4.1%
ABBV ABBVIE INC 0.5%
Value ($000) $7 Shares 41,227 Est. Cost $76.11 Unrealized +81.5%
ASO ACADEMY SPORTS & OUTDOORS IN 0.5%
Value ($000) $6 Shares 60,675 Est. Cost $36.50 Unrealized +57.5%
TFIN TRIUMPH FINANCIAL INC 0.5%
Value ($000) $6 Shares 89,056 Est. Cost $52.93 Unrealized +8.3%
AZEK CO INC 0.5%
Value ($000) $6 Shares 175,839 Est. Cost $19.59 Unrealized
VRAYQ VIEWRAY INC 0.5%
Value ($000) $6 Shares 1,010,571 Est. Cost $3.90 Unrealized +8.6%
RH RH 0.5%
Value ($000) $6 Shares 19,732 Est. Cost $318.36 Unrealized -8.8%
BYD BOYD GAMING CORP 0.5%
Value ($000) $6 Shares 53,886 Est. Cost $47.87 Unrealized +25.5%
KEX KIRBY CORP 0.5%
Value ($000) $6 Shares 48,694 Est. Cost $66.74 Unrealized +3.2%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $6 Shares 33,536 Est. Cost $160.75 Unrealized -0.5%
RPC P10 INC 0.4%
Value ($000) $5 Shares 297,454 Est. Cost $10.35 Unrealized +3.8%
GSHD GOOSEHEAD INS INC 0.4%
Value ($000) $5 Shares 55,303 Est. Cost $45.34 Unrealized -4.3%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $5 Shares 36,075 Est. Cost $115.21 Unrealized +11.2%
ALK ALASKA AIR GROUP INC 0.4%
Value ($000) $5 Shares 65,132 Est. Cost $46.91 Unrealized 0.0%
PUMP PROPETRO HLDG CORP 0.4%
Value ($000) $5 Shares 445,272 Est. Cost $10.22 Unrealized -11.3%
AMGN AMGEN INC 0.4%
Value ($000) $5 Shares 23,616 Est. Cost $240.36 Unrealized -6.8%
MRK MERCK & CO INC 0.4%
Value ($000) $5 Shares 38,552 Est. Cost $79.40 Unrealized +24.3%
SIMO SILICON MOTION TECHNOLOGY CO 0.4%
Value ($000) $5 Shares 41,127 Est. Cost $67.61 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $5 Shares 21,486 Est. Cost $193.92 Unrealized -1.7%
AVT AVNET INC 0.4%
Value ($000) $5 Shares 56,018 Est. Cost $38.97 Unrealized +6.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $4 Shares 39,836 Est. Cost $123.91 Unrealized -22.0%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $4 Shares 22,194 Est. Cost $132.00 Unrealized +19.8%
PEP PEPSICO INC 0.4%
Value ($000) $4 Shares 22,115 Est. Cost $111.28 Unrealized +42.6%
TXRH TEXAS ROADHOUSE INC 0.4%
Value ($000) $4 Shares 25,083 Est. Cost $87.00 Unrealized +12.1%
TCBI TEXAS CAP BANCSHARES INC 0.4%
Value ($000) $4 Shares 73,975 Est. Cost $59.34 Unrealized +3.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4 Shares 30,440 Est. Cost $85.37 Unrealized +73.2%
HOMB HOME BANCSHARES INC 0.4%
Value ($000) $4 Shares 133,416 Est. Cost $24.25 Unrealized -4.8%
KLIC KULICKE & SOFFA INDS INC 0.4%
Value ($000) $4 Shares 46,158 Est. Cost $40.40 Unrealized +22.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $4 Shares 34,344 Est. Cost $123.62 Unrealized -5.8%
CHRD CHORD ENERGY CORPORATION 0.3%
Value ($000) $4 Shares 27,004 Est. Cost $108.37 Unrealized +3.8%
ENLINK MIDSTREAM LLC 0.3%
Value ($000) $4 Shares 374,878 Est. Cost $7.93 Unrealized
TREEHOUSE FOODS INC 0.3%
Value ($000) $4 Shares 59,228 Est. Cost $4.41 Unrealized
ALG ALAMO GROUP INC 0.3%
Value ($000) $4 Shares 14,092 Est. Cost $161.68 Unrealized 0.0%
AZZ AZZ INC 0.3%
Value ($000) $4 Shares 70,539 Est. Cost $38.16 Unrealized +4.0%
DE DEERE & CO 0.3%
Value ($000) $4 Shares 8,554 Est. Cost $365.29 Unrealized +8.7%
BAC BANK AMERICA CORP 0.3%
Value ($000) $4 Shares 123,533 Est. Cost $30.55 Unrealized +0.1%
AVNW AVIAT NETWORKS INC 0.3%
Value ($000) $4 Shares 82,075 Est. Cost $30.38 Unrealized +11.9%
ABNB AIRBNB INC 0.3%
Value ($000) $4 Shares 24,564 Est. Cost $145.29 Unrealized -21.4%
BA BOEING CO 0.3%
Value ($000) $4 Shares 20,386 Est. Cost $162.79 Unrealized +27.6%
LOVE LOVESAC COMPANY 0.3%
Value ($000) $4 Shares 65,702 Est. Cost $26.40 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $4 Shares 8,207 Est. Cost $428.55 Unrealized +10.0%
LOW LOWES COS INC 0.3%
Value ($000) $3 Shares 16,736 Est. Cost $137.06 Unrealized +40.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $3 Shares 15,370 Est. Cost $141.57 Unrealized +14.0%
HPK HIGHPEAK ENERGY INC 0.3%
Value ($000) $3 Shares 111,275 Est. Cost $18.39 Unrealized +34.0%
AGCO AGCO CORP 0.3%
Value ($000) $3 Shares 26,185 Est. Cost $107.69 Unrealized +13.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $3 Shares 10,269 Est. Cost $318.52 Unrealized +1.6%
JBSS SANFILIPPO JOHN B & SON INC 0.3%
Value ($000) $3 Shares 27,150 Est. Cost $80.75 Unrealized +10.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $3 Shares 25,719 Est. Cost $35.03 Unrealized
STRS STRATUS PPTYS INC 0.2%
Value ($000) $3 Shares 111,139 Est. Cost $25.20 Unrealized -17.5%
BANF BANCFIRST CORP 0.2%
Value ($000) $3 Shares 28,841 Est. Cost $84.10 Unrealized -2.8%
GLW CORNING INC 0.2%
Value ($000) $3 Shares 46,032 Est. Cost $32.11 Unrealized 0.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $3 Shares 11,158 Est. Cost $269.72 Unrealized +22.3%
UNP UNION PAC CORP 0.2%
Value ($000) $3 Shares 11,290 Est. Cost $155.05 Unrealized +22.2%
CB CHUBB LIMITED 0.2%
Value ($000) $3 Shares 12,504 Est. Cost $180.35 Unrealized +12.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $3 Shares 23,637 Est. Cost $66.78 Unrealized +49.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.2%
Value ($000) $3 Shares 80,521 Est. Cost $0.03 Unrealized
ICHR ICHOR HOLDINGS 0.2%
Value ($000) $2 Shares 58,078 Est. Cost $26.69 Unrealized +20.2%
TIPT TIPTREE INC 0.2%
Value ($000) $2 Shares 129,498 Est. Cost $11.89 Unrealized +28.0%
TGT TARGET CORP 0.2%
Value ($000) $2 Shares 14,219 Est. Cost $179.60 Unrealized -17.2%
WMT WALMART INC 0.2%
Value ($000) $2 Shares 17,146 Est. Cost $35.24 Unrealized +29.9%
HMN HORACE MANN EDUCATORS CORP N 0.2%
Value ($000) $2 Shares 55,171 Est. Cost $37.87 Unrealized -5.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2 Shares 11,735 Est. Cost $77.57 Unrealized +9.2%
EWCZ EUROPEAN WAX CTR INC 0.2%
Value ($000) $2 Shares 90,089 Est. Cost $25.33 Unrealized -30.9%
SNBR SLEEP NUMBER CORP 0.2%
Value ($000) $2 Shares 55,560 Est. Cost $32.67 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $2 Shares 175,197 Est. Cost $10.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2 Shares 8,048 Est. Cost $254.50 Unrealized +21.1%
FARM FARMER BROS CO 0.2%
Value ($000) $2 Shares 402,101 Est. Cost $5.33 Unrealized -15.3%
NVIDIA CORPORATION 0.2%
Value ($000) $2 Shares 2,335 Est. Cost $0.89 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $2 Shares 13,752 Est. Cost $76.95 Unrealized +19.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $2 Shares 23,224 Est. Cost $74.52 Unrealized 0.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $2 Shares 10,699 Est. Cost $180.69 Unrealized +27.6%
GRAFTECH INTL LTD 0.2%
Value ($000) $2 Shares 282,852 Est. Cost $0.01 Unrealized
HRI HERC HLDGS INC 0.1%
Value ($000) $2 Shares 13,555 Est. Cost $129.84 Unrealized 0.0%
PLAB PHOTRONICS INC 0.1%
Value ($000) $2 Shares 80,378 Est. Cost $17.52 Unrealized +0.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $2 Shares 8,023 Est. Cost $204.89 Unrealized +22.3%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $2 Shares 35,352 Est. Cost $46.11 Unrealized +9.7%
OGN ORGANON & CO 0.1%
Value ($000) $2 Shares 54,553 Est. Cost $28.76 Unrealized -19.1%
AGCO CORP 0.1%
Value ($000) $2 Shares 2,660 Est. Cost $1.66 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $2 Shares 130,271 Est. Cost $10.17 Unrealized +0.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $2 Shares 8,574 Est. Cost $127.08 Unrealized
PRTS CARPARTS COM INC 0.1%
Value ($000) $2 Shares 222,255 Est. Cost $6.98 Unrealized -9.3%
BX BLACKSTONE INC 0.1%
Value ($000) $2 Shares 19,740 Est. Cost $73.51 Unrealized +10.4%
KO COCA COLA CO 0.1%
Value ($000) $2 Shares 26,600 Est. Cost $39.08 Unrealized +41.8%
MRNA MODERNA INC 0.1%
Value ($000) $2 Shares 11,358 Est. Cost $174.46 Unrealized -5.4%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1 Shares 10,564 Est. Cost $37.00 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.1%
Value ($000) $1 Shares 37,969 Est. Cost $27.46 Unrealized +13.4%
META META PLATFORMS INC 0.1%
Value ($000) $1 Shares 7,649 Est. Cost $215.58 Unrealized -21.6%
PIONEER NAT RES CO 0.1%
Value ($000) $1 Shares 7,850 Est. Cost $104.09 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1 Shares 13,261 Est. Cost $102.43 Unrealized -7.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $1 Shares 8,906 Est. Cost $134.82 Unrealized +1.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1 Shares 7,244 Est. Cost $101.92 Unrealized +45.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 24,108 Est. Cost $43.27 Unrealized +3.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1 Shares 3,714 Est. Cost $441.90 Unrealized +3.5%
DZSIQ DZS INC 0.1%
Value ($000) $1 Shares 78,719 Est. Cost $5.37 Unrealized
T AT&T INC 0.1%
Value ($000) $1 Shares 61,625 Est. Cost $15.93 Unrealized +2.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 8,413 Est. Cost $85.08 Unrealized +56.5%
DXYN DIXIE GROUP INC 0.1%
Value ($000) $1 Shares 850,137 Est. Cost $3.53 Unrealized -75.4%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1 Shares 9,191 Est. Cost $206.97 Unrealized -31.2%
V VISA INC 0.1%
Value ($000) $1 Shares 5,452 Est. Cost $174.22 Unrealized +25.0%
MS MORGAN STANLEY 0.1%
Value ($000) $1 Shares 12,397 Est. Cost $78.41 Unrealized +8.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1 Shares 4,855 Est. Cost $266.44 Unrealized -7.5%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $1 Shares 24,741 Est. Cost $35.12 Unrealized -9.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1 Shares 24,261 Est. Cost $40.03 Unrealized -18.3%
NOVO-NORDISK A S 0.1%
Value ($000) $1 Shares 1,148 Est. Cost $3.26 Unrealized
SPIRIT AIRLS INC 0.1%
Value ($000) $1 Shares 27,130 Est. Cost $11.93 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.1%
Value ($000) $1 Shares 64,049 Est. Cost $23.93 Unrealized -43.9%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $1 Shares 93,501 Est. Cost $7.23 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1 Shares 4,225 Est. Cost $239.29 Unrealized -2.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1 Shares 7,013 Est. Cost $109.54 Unrealized +10.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 12,506 Est. Cost $50.10 Unrealized +22.8%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $1 Shares 23,672 Est. Cost $36.46 Unrealized -1.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 8,732 Est. Cost $97.01 Unrealized -16.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,401 Est. Cost $292.77 Unrealized +48.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1 Shares 20,690 Est. Cost $27.78 Unrealized +23.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 8,274 Est. Cost $75.86 Unrealized +16.2%
VST VISTRA CORP 0.1%
Value ($000) $1 Shares 30,696 Est. Cost $22.82 Unrealized -2.6%
RSSS RESEARCH SOLUTIONS INC 0.1%
Value ($000) $1 Shares 169,326 Est. Cost $2.28 Unrealized -8.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1 Shares 13,872 Est. Cost $31.73 Unrealized +55.7%
SE SEA LTD 0.1%
Value ($000) $1 Shares 8,013 Est. Cost $0.08 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 2,136 Est. Cost $182.67 Unrealized +123.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1 Shares 16,336 Est. Cost $44.23 Unrealized -8.5%
DOW DOW INC 0.0%
Value ($000) $1 Shares 11,318 Est. Cost $47.30 Unrealized 0.0%
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $1 Shares 26,549 Est. Cost $0.02 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $1 Shares 4,404 Est. Cost $94.36 Unrealized +31.2%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 16,558 Est. Cost $31.22 Unrealized -11.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $1 Shares 20,535 Est. Cost $19.20 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 3,224 Est. Cost $138.35 Unrealized +27.7%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $0 Shares 7,905 Est. Cost $57.66 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 4,493 Est. Cost $109.48 Unrealized -12.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 899 Est. Cost $54.45 Unrealized +0.6%
CNX CNX RES CORP 0.0%
Value ($000) $0 Shares 25,248 Est. Cost $15.89 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 5,334 Est. Cost $42.89 Unrealized +73.4%
GLOBAL MED REIT INC 0.0%
Value ($000) $0 Shares 41,121 Est. Cost $14.45 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $0 Shares 20,371 Est. Cost $12.37 Unrealized +4.8%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2,755 Est. Cost $101.42 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $0 Shares 6,735 Est. Cost $47.51 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 1,691 Est. Cost $40.57 Unrealized +6.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 9,518 Est. Cost $0.04 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 2,811 Est. Cost $116.69 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 2,213 Est. Cost $122.57 Unrealized +10.2%
DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 35,270 Est. Cost $0.02 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 6,008 Est. Cost $43.69 Unrealized +1.3%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 4,011 Est. Cost $42.34 Unrealized +43.3%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 5,150 Est. Cost $22.27 Unrealized +135.7%
AZO AUTOZONE INC 0.0%
Value ($000) $0 Shares 360 Est. Cost $2366.58 Unrealized +3.1%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 2,302 Est. Cost $70.26 Unrealized +59.3%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 13,997 Est. Cost $7.92 Unrealized +150.8%
PBF PBF ENERGY INC 0.0%
Value ($000) $0 Shares 5,846 Est. Cost $42.12 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,842 Est. Cost $57.73 Unrealized +20.8%
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 2,682 Est. Cost $79.60 Unrealized +16.5%
GOGO GOGO INC 0.0%
Value ($000) $0 Shares 16,739 Est. Cost $15.59 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $0 Shares 2,353 Est. Cost $73.06 Unrealized +29.5%
SITIO ROYALTIES CORP 0.0%
Value ($000) $0 Shares 9,269 Est. Cost $0.02 Unrealized
RANGER OIL CORPORATION 0.0%
Value ($000) $0 Shares 5,204 Est. Cost $0.04 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $207.34 Unrealized -19.5%
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $0 Shares 11,941 Est. Cost $17.44 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 11,670 Est. Cost $15.59 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value ($000) $0 Shares 12,732 Est. Cost $6.89 Unrealized +65.1%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 20,086 Est. Cost $6.67 Unrealized -14.2%
RENT THE RUNWAY INC 0.0%
Value ($000) $0 Shares 10,029 Est. Cost $0.00 Unrealized