Quantitative Investment Management, LLC Quant / Systematic

Location: CHARLOTTESVILLE, VA

CIK: 0001445911 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $963K (100.0% shares, 0.0% debt)

Holdings (363)

New Positions (207)

MSFT Microsoft Corp 2.8%
Value $27,190 Shares 73,454 Est. Cost Unrealized
IGV Ishr S&P Gs Sftw 2.1%
Value $20,390 Shares 254,717 Est. Cost Unrealized
GOOGL Alphabet Inc A 2.0%
Value $19,237 Shares 66,899 Est. Cost Unrealized
XBI SPDR S&P Biotech ETF 1.5%
Value $14,269 Shares 111,719 Est. Cost Unrealized
XLY Consumer Discretionary Select Sector SPD 1.4%
Value $13,704 Shares 125,751 Est. Cost Unrealized
EWY iShares MSCI South Korea ETF 1.3%
Value $12,673 Shares 103,031 Est. Cost Unrealized
XLV Health Care Select Sector SPDR Fund 1.2%
Value $11,273 Shares 76,896 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 1.0%
Value $9,740 Shares 28,832 Est. Cost Unrealized
NOW ServiceNow Inc 1.0%
Value $9,619 Shares 92,013 Est. Cost Unrealized
LLY ELI LILLY AND CO 0.9%
Value $8,960 Shares 9,742 Est. Cost Unrealized
SHOP Shopify Inc 0.9%
Value $8,705 Shares 73,387 Est. Cost Unrealized
RTX Rtx Corp 0.9%
Value $8,573 Shares 44,445 Est. Cost Unrealized
CAT Caterpillar Inc 0.9%
Value $8,552 Shares 12,072 Est. Cost Unrealized
ASML ASML HOLDING N.V. 0.9%
Value $8,315 Shares 6,296 Est. Cost Unrealized
ITA iShares U.S. Aerospace & Defense ETF 0.8%
Value $7,993 Shares 36,541 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.8%
Value $7,426 Shares 53,289 Est. Cost Unrealized
XME SPDR S&P Metals & Mining ETF 0.7%
Value $7,192 Shares 66,592 Est. Cost Unrealized
FSLR First Solar Inc 0.7%
Value $7,173 Shares 36,364 Est. Cost Unrealized
DASH DoorDash Inc 0.7%
Value $6,519 Shares 43,419 Est. Cost Unrealized
WDAY Workday Inc 0.7%
Value $6,363 Shares 48,977 Est. Cost Unrealized
IBB iShares Biotechnology ETF 0.7%
Value $6,318 Shares 37,419 Est. Cost Unrealized
SMH VanEck Semiconductor ETF 0.6%
Value $6,245 Shares 16,290 Est. Cost Unrealized
IBM International Business Machines Corp 0.6%
Value $5,952 Shares 24,556 Est. Cost Unrealized
BSX Boston Scientific Corp 0.6%
Value $5,880 Shares 93,718 Est. Cost Unrealized
MDB MongoDB Inc Cl A 0.6%
Value $5,723 Shares 23,384 Est. Cost Unrealized
XRT SPDR S&P Retail ETF 0.6%
Value $5,666 Shares 70,422 Est. Cost Unrealized
JNJ Johnson & Johnson 0.6%
Value $5,623 Shares 23,005 Est. Cost Unrealized
CMCSA COMCAST CORP-CLASS A 0.5%
Value $5,122 Shares 178,409 Est. Cost Unrealized
SOXX iShares Semiconductor ETF 0.5%
Value $4,599 Shares 13,996 Est. Cost Unrealized
CMI CUMMINS INC 0.5%
Value $4,494 Shares 8,354 Est. Cost Unrealized
FDN First Trust DJ Internet Index Fund 0.5%
Value $4,432 Shares 18,939 Est. Cost Unrealized
KWEB KraneShares CSI China Internet ETF 0.5%
Value $4,432 Shares 155,924 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value $4,295 Shares 4,798 Est. Cost Unrealized
NOC Northrop Grumman Corp 0.4%
Value $4,258 Shares 6,242 Est. Cost Unrealized
VEEV Veeva Systems Inc 0.4%
Value $4,191 Shares 23,862 Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.4%
Value $4,178 Shares 15,037 Est. Cost Unrealized
EWJ ISHARES MSCI JAPAN INDEX FUND 0.4%
Value $4,177 Shares 49,471 Est. Cost Unrealized
SNOW Snowflake Inc 0.4%
Value $3,969 Shares 26,318 Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC-A 0.4%
Value $3,967 Shares 26,452 Est. Cost Unrealized
XLK Technology Select Sector SPDR Fund 0.4%
Value $3,937 Shares 29,624 Est. Cost Unrealized
VGT Vanguard Information Tech ETF 0.4%
Value $3,772 Shares 5,407 Est. Cost Unrealized
EXPD Expeditors Intl of WA Inc 0.4%
Value $3,547 Shares 24,766 Est. Cost Unrealized
FDX FedEx Corp 0.4%
Value $3,392 Shares 9,524 Est. Cost Unrealized
GM General Motors Co 0.3%
Value $3,289 Shares 44,155 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value $3,256 Shares 10,765 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $3,225 Shares 6,563 Est. Cost Unrealized
VALE Vale S A ADR 0.3%
Value $3,112 Shares 195,637 Est. Cost Unrealized
IQV Iqvia Holdings Inc 0.3%
Value $3,026 Shares 17,745 Est. Cost Unrealized
HCA HCA Healthcare Inc 0.3%
Value $2,992 Shares 6,323 Est. Cost Unrealized
RVMD Revolution Medicines Inc 0.3%
Value $2,848 Shares 29,291 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value $2,829 Shares 13,241 Est. Cost Unrealized
RIO RIO TINTO PLC 0.3%
Value $2,818 Shares 30,216 Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP 0.3%
Value $2,791 Shares 38,521 Est. Cost Unrealized
LYFT LYFT Inc 0.3%
Value $2,769 Shares 208,268 Est. Cost Unrealized
CHRW C.H. Robinson Worldwide Inc 0.3%
Value $2,732 Shares 16,453 Est. Cost Unrealized
EWC ISHARES MSCI CANADA INDEX FUND 0.3%
Value $2,712 Shares 49,511 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value $2,644 Shares 5,737 Est. Cost Unrealized
PM Philip Morris International Inc 0.3%
Value $2,549 Shares 15,420 Est. Cost Unrealized
DELL Dell Technologies Inc 0.3%
Value $2,543 Shares 15,498 Est. Cost Unrealized
HL HECLA MINING CO 0.3%
Value $2,514 Shares 134,952 Est. Cost Unrealized
GDDY GoDaddy Inc 0.3%
Value $2,458 Shares 29,734 Est. Cost Unrealized
MSI Motorola Solutions Inc 0.3%
Value $2,456 Shares 5,661 Est. Cost Unrealized
IDXX IDEXX LABORATORIES INC 0.3%
Value $2,450 Shares 4,362 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.2%
Value $2,328 Shares 3,014 Est. Cost Unrealized
W WAYFAIR INC 0.2%
Value $2,309 Shares 30,704 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL-SP ADR 0.2%
Value $2,309 Shares 76,682 Est. Cost Unrealized
NVS NOVARTIS AG 0.2%
Value $2,303 Shares 15,083 Est. Cost Unrealized
HII Huntington Ingalls Industries Inc 0.2%
Value $2,292 Shares 6,034 Est. Cost Unrealized
B Barrick Mining Corporation 0.2%
Value $2,183 Shares 53,532 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $2,182 Shares 22,186 Est. Cost Unrealized
WTW Willis Towers Watson PLC 0.2%
Value $2,160 Shares 7,431 Est. Cost Unrealized
AAL American Airlines Group Inc 0.2%
Value $2,112 Shares 196,670 Est. Cost Unrealized
CCJ CAMECO CORP 0.2%
Value $2,090 Shares 19,245 Est. Cost Unrealized
F Ford Motor Co 0.2%
Value $2,088 Shares 180,989 Est. Cost Unrealized
ACN Accenture Plc 0.2%
Value $2,076 Shares 10,470 Est. Cost Unrealized
PODD Insulet Corp 0.2%
Value $2,067 Shares 9,852 Est. Cost Unrealized
PCAR PACCAR Inc 0.2%
Value $2,046 Shares 17,717 Est. Cost Unrealized
DG Dollar General Corp 0.2%
Value $2,029 Shares 17,097 Est. Cost Unrealized
LHX L3Harris Technologies Inc 0.2%
Value $1,933 Shares 5,602 Est. Cost Unrealized
CBRE CBRE Group Inc Common Stock Class A 0.2%
Value $1,902 Shares 14,044 Est. Cost Unrealized
EWW iShares MSCI Mexico ETF 0.2%
Value $1,894 Shares 25,186 Est. Cost Unrealized
TEL TE Connectivity Ltd 0.2%
Value $1,876 Shares 8,976 Est. Cost Unrealized
NEM Newmont Corporation 0.2%
Value $1,846 Shares 17,055 Est. Cost Unrealized
MO Altria Group 0.2%
Value $1,833 Shares 27,778 Est. Cost Unrealized
RKT Rocket Companies Inc 0.2%
Value $1,795 Shares 125,977 Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value $1,783 Shares 10,367 Est. Cost Unrealized
JOBY JOBY Aviation 0.2%
Value $1,751 Shares 212,079 Est. Cost Unrealized
BK Bank Of New York Mellon Corp 0.2%
Value $1,734 Shares 14,623 Est. Cost Unrealized
FTAI FTAI Aviation Ltd 0.2%
Value $1,726 Shares 7,048 Est. Cost Unrealized
JD JD.com Inc 0.2%
Value $1,716 Shares 58,040 Est. Cost Unrealized
Z Zillow Group Inc 0.2%
Value $1,715 Shares 41,468 Est. Cost Unrealized
COR Cencora Inc 0.2%
Value $1,711 Shares 5,449 Est. Cost Unrealized
TCOM Trip.com Group Ltd 0.2%
Value $1,708 Shares 34,305 Est. Cost Unrealized
EWU iShares MSCI United Kingdom Etf 0.2%
Value $1,682 Shares 36,940 Est. Cost Unrealized
WWD Woodward Inc 0.2%
Value $1,681 Shares 4,698 Est. Cost Unrealized
XYL Xylem Inc 0.2%
Value $1,636 Shares 13,694 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value $1,612 Shares 8,227 Est. Cost Unrealized
INDA iShares MSCI India 0.2%
Value $1,600 Shares 34,179 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value $1,598 Shares 15,741 Est. Cost Unrealized
ILF iShares Latin America 40 ETF 0.2%
Value $1,593 Shares 44,853 Est. Cost Unrealized
KGC KINROSS GOLD CORP COM NO PAR 0.2%
Value $1,482 Shares 48,565 Est. Cost Unrealized
CNC Centene Corp 0.1%
Value $1,439 Shares 43,966 Est. Cost Unrealized
DIS WALT DISNEY CO (THE) 0.1%
Value $1,427 Shares 14,810 Est. Cost Unrealized
DY Dycom Industries Inc 0.1%
Value $1,412 Shares 4,168 Est. Cost Unrealized
ADSK Autodesk Inc 0.1%
Value $1,347 Shares 5,627 Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value $1,327 Shares 9,971 Est. Cost Unrealized
MEDP Medpace Holdings 0.1%
Value $1,311 Shares 2,732 Est. Cost Unrealized
AEO American Eagle Outfitters Inc 0.1%
Value $1,309 Shares 78,394 Est. Cost Unrealized
AME AMTEK INC 0.1%
Value $1,225 Shares 5,719 Est. Cost Unrealized
FWONK Liberty Media Corp Series C 0.1%
Value $1,193 Shares 14,040 Est. Cost Unrealized
U Unity Software Inc 0.1%
Value $1,174 Shares 53,514 Est. Cost Unrealized
BCS BARCLAYS PLC-SPONS ADR 0.1%
Value $1,170 Shares 55,296 Est. Cost Unrealized
KSS KOHL'S CORP 0.1%
Value $1,170 Shares 90,731 Est. Cost Unrealized
LDOS Leidos Holdings Inc 0.1%
Value $1,129 Shares 7,260 Est. Cost Unrealized
ROK Rockwell Automation Inc 0.1%
Value $1,096 Shares 3,056 Est. Cost Unrealized
INCY Incyte Corp 0.1%
Value $997 Shares 10,599 Est. Cost Unrealized
ULTA Ulta Beauty Inc 0.1%
Value $990 Shares 1,895 Est. Cost Unrealized
BLK Blackrock Inc 0.1%
Value $961 Shares 1,000 Est. Cost Unrealized
AXON Axon Enterprise Inc 0.1%
Value $952 Shares 2,243 Est. Cost Unrealized
CORT CORCEPT THERAPEUTICS INC 0.1%
Value $942 Shares 23,375 Est. Cost Unrealized
AER Aercap Holdings N.V. 0.1%
Value $926 Shares 6,753 Est. Cost Unrealized
VTRS Viatris Inc 0.1%
Value $873 Shares 64,664 Est. Cost Unrealized
XYZ Block Inc 0.1%
Value $863 Shares 14,354 Est. Cost Unrealized
HAS HASBRO INC 0.1%
Value $857 Shares 9,157 Est. Cost Unrealized
PLNT Planet Fitness Inc 0.1%
Value $856 Shares 11,516 Est. Cost Unrealized
URBN Urban Outfitters Inc 0.1%
Value $846 Shares 13,366 Est. Cost Unrealized
VSCO Victoria's Secret & Co 0.1%
Value $838 Shares 18,085 Est. Cost Unrealized
M MACY'S INC 0.1%
Value $801 Shares 44,319 Est. Cost Unrealized
PAAS PAN AMERICAN SILVER CORP 0.1%
Value $800 Shares 14,656 Est. Cost Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value $778 Shares 4,950 Est. Cost Unrealized
SGI Somnigroup Intl Inc 0.1%
Value $776 Shares 10,508 Est. Cost Unrealized
DLTR Dollar Tree Inc 0.1%
Value $775 Shares 7,085 Est. Cost Unrealized
TOST Toast Inc 0.1%
Value $768 Shares 28,992 Est. Cost Unrealized
CDE COEUR MINING INC 0.1%
Value $763 Shares 40,689 Est. Cost Unrealized
AAXJ iShares MSCI All Cntry Asia Ex Japan 0.1%
Value $759 Shares 7,884 Est. Cost Unrealized
JBHT J.B. HUNT TRANSPORT SERVICES INC 0.1%
Value $740 Shares 3,494 Est. Cost Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value $703 Shares 16,641 Est. Cost Unrealized
ARKW ARK Next Generation Internet ETF 0.1%
Value $697 Shares 5,781 Est. Cost Unrealized
CHWY Chewy Inc 0.1%
Value $693 Shares 25,675 Est. Cost Unrealized
MKSI MKS Inc 0.1%
Value $692 Shares 3,015 Est. Cost Unrealized
AZN Astrazeneca PLC 0.1%
Value $677 Shares 3,435 Est. Cost Unrealized
DDS DILLARD'S INC 0.1%
Value $663 Shares 1,160 Est. Cost Unrealized
ESTC Elastic NV 0.1%
Value $659 Shares 13,184 Est. Cost Unrealized
MTSI Macom Techno Ord 0.1%
Value $659 Shares 2,970 Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value $632 Shares 11,820 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $626 Shares 4,311 Est. Cost Unrealized
IHI iShares U.S. Medical Devices ETF 0.1%
Value $619 Shares 11,612 Est. Cost Unrealized
UHS UNIVERSAL HEALTH SERVICES INC 0.1%
Value $610 Shares 3,411 Est. Cost Unrealized
JCI Johnson Controls Inc 0.1%
Value $595 Shares 4,551 Est. Cost Unrealized
IAG Iamgold Corp 0.1%
Value $579 Shares 30,818 Est. Cost Unrealized
EWH ISHARES MSCI HONG KONG INDEX FUND 0.1%
Value $578 Shares 25,039 Est. Cost Unrealized
LVS Las Vegas Sands Corp 0.1%
Value $568 Shares 10,559 Est. Cost Unrealized
CTSH Cognizant Technology Solutions Corp 0.1%
Value $559 Shares 9,115 Est. Cost Unrealized
URI United Rentals Inc 0.1%
Value $550 Shares 756 Est. Cost Unrealized
EPAM Epam Systems Inc 0.1%
Value $550 Shares 4,063 Est. Cost Unrealized
WPM Wheaton Precious Metals Corp 0.1%
Value $547 Shares 4,179 Est. Cost Unrealized
VTR Ventas Inc 0.1%
Value $547 Shares 6,700 Est. Cost Unrealized
ILMN ILLUMINA INC 0.1%
Value $535 Shares 4,345 Est. Cost Unrealized
UAA UNDER ARMOUR INC 0.1%
Value $533 Shares 90,312 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.1%
Value $531 Shares 4,508 Est. Cost Unrealized
BTI British American Tobacco Industries 0.1%
Value $508 Shares 8,700 Est. Cost Unrealized
PI Impinj Inc 0.1%
Value $503 Shares 4,898 Est. Cost Unrealized
KNX KNIGHT TRANSPORTATION INC 0.1%
Value $496 Shares 8,627 Est. Cost Unrealized
SIRI Sirius XM Inc 0.1%
Value $492 Shares 21,330 Est. Cost Unrealized
O Realty Income Corp 0.1%
Value $489 Shares 7,996 Est. Cost Unrealized
ASX ASE Technology Holding Co Ltd 0.1%
Value $484 Shares 22,340 Est. Cost Unrealized
WCC WESCO INTERNATIONAL INC 0.0%
Value $479 Shares 1,753 Est. Cost Unrealized
FLS Flowserve Corp 0.0%
Value $476 Shares 6,482 Est. Cost Unrealized
AU AngloGold Ashanti Pty Ltd 0.0%
Value $471 Shares 4,846 Est. Cost Unrealized
HIMS Hims & Hers Health Inc 0.0%
Value $455 Shares 21,954 Est. Cost Unrealized
BALL Ball Corp 0.0%
Value $454 Shares 7,685 Est. Cost Unrealized
CW CURTISS-WRIGHT CORP 0.0%
Value $452 Shares 665 Est. Cost Unrealized
OWL Blue Owl Cap Class A 0.0%
Value $451 Shares 49,475 Est. Cost Unrealized
H Hyatt Hotels Corp 0.0%
Value $449 Shares 3,129 Est. Cost Unrealized
GDXJ VanEck Junior Gold Miners ETF 0.0%
Value $447 Shares 3,732 Est. Cost Unrealized
NLY Annaly Cap Management Inc 0.0%
Value $434 Shares 20,562 Est. Cost Unrealized
MCHI iShares MSCI China ETF 0.0%
Value $416 Shares 7,417 Est. Cost Unrealized
BIDU Baidu Inc 0.0%
Value $416 Shares 3,740 Est. Cost Unrealized
USFD US Foods Holding 0.0%
Value $415 Shares 4,506 Est. Cost Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $409 Shares 19,070 Est. Cost Unrealized
SATS EchoStar Corp 0.0%
Value $408 Shares 3,486 Est. Cost Unrealized
HEI HEICO CORP 0.0%
Value $404 Shares 1,477 Est. Cost Unrealized
SBSW Sibanye Stillwater Ltd 0.0%
Value $373 Shares 30,294 Est. Cost Unrealized
DT Dynatrace Inc 0.0%
Value $370 Shares 10,013 Est. Cost Unrealized
MTCH Match Group Inc. 0.0%
Value $360 Shares 11,750 Est. Cost Unrealized
IVZ INVESCO PLC 0.0%
Value $353 Shares 14,539 Est. Cost Unrealized
NTNX NUTANIX INC 0.0%
Value $351 Shares 9,250 Est. Cost Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value $350 Shares 1,676 Est. Cost Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value $346 Shares 8,031 Est. Cost Unrealized
ELV Elevance Health Inc 0.0%
Value $335 Shares 1,146 Est. Cost Unrealized
EXPE Expedia Group Inc 0.0%
Value $333 Shares 1,446 Est. Cost Unrealized
PNR PENTAIR PLC. 0.0%
Value $313 Shares 3,600 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $306 Shares 1,785 Est. Cost Unrealized
BKR Baker Hughes Co 0.0%
Value $300 Shares 4,920 Est. Cost Unrealized
FNV Franco-Nevada Corp 0.0%
Value $299 Shares 1,211 Est. Cost Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value $292 Shares 1,473 Est. Cost Unrealized
AA Alcoa Corp 0.0%
Value $273 Shares 4,128 Est. Cost Unrealized
ARKG ARK Genomic Revolution ETF 0.0%
Value $273 Shares 10,352 Est. Cost Unrealized
GFI GOLD FIELDS LTD 0.0%
Value $266 Shares 5,863 Est. Cost Unrealized
GTLB Gitlab Inc 0.0%
Value $249 Shares 11,515 Est. Cost Unrealized
RL Ralph Lauren Corp 0.0%
Value $247 Shares 719 Est. Cost Unrealized
VFC VF Corp 0.0%
Value $244 Shares 14,382 Est. Cost Unrealized
PATH Uipath Inc 0.0%
Value $243 Shares 21,916 Est. Cost Unrealized
IBKR Interactive Brokers Group Inc 0.0%
Value $229 Shares 3,429 Est. Cost Unrealized
MDT Medtronic Plc 0.0%
Value $216 Shares 2,499 Est. Cost Unrealized
MTN Vail Resorts Inc 0.0%
Value $206 Shares 1,610 Est. Cost Unrealized
AI C3Ai Inc 0.0%
Value $154 Shares 18,368 Est. Cost Unrealized

Increased Positions (88)

XLI Industrial Select Sector SPDR Fund 3.0%
Value $29,051 (-99.9%) Shares 179,631 (+28.9%) Est. Cost Unrealized
ORCL Oracle Corp 1.5%
Value $14,120 (-99.8%) Shares 95,983 (+108.5%) Est. Cost Unrealized
MA Mastercard Incorp Common Stock 0.7%
Value $6,534 (-99.9%) Shares 13,078 (+7.8%) Est. Cost Unrealized
HOOD Robinhood Markets Inc 1.1%
Value $10,761 (-99.8%) Shares 155,294 (+222.3%) Est. Cost Unrealized
LMT Lockheed Martin Corp 1.2%
Value $11,301 (-99.8%) Shares 18,699 (+96.3%) Est. Cost Unrealized
PGR PROGRESSIVE CORP (THE) 0.4%
Value $3,808 (-99.9%) Shares 19,213 (+14.3%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC (THE) 0.4%
Value $4,053 (-99.9%) Shares 4,791 (+13.4%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value $4,871 (-99.9%) Shares 23,976 (+73.8%) Est. Cost Unrealized
RBLX Roblox Corp 0.6%
Value $5,558 (-99.8%) Shares 98,274 (+135.1%) Est. Cost Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.4%
Value $4,235 (-99.9%) Shares 78,358 (+40.1%) Est. Cost Unrealized
AMZN Amazon.com Inc 0.9%
Value $8,488 (-99.7%) Shares 40,758 (+223.4%) Est. Cost Unrealized
DHR Danaher Corp 0.3%
Value $2,951 (-99.9%) Shares 15,567 (+30.6%) Est. Cost Unrealized
ROP Roper Technologies Inc 0.6%
Value $5,671 (-99.8%) Shares 16,027 (+172.0%) Est. Cost Unrealized
VRSK Verisk Analytics Inc 0.3%
Value $2,840 (-99.9%) Shares 14,968 (+34.7%) Est. Cost Unrealized
CSGP CoStar Group Inc 0.3%
Value $2,893 (-99.9%) Shares 71,716 (+100.6%) Est. Cost Unrealized
PAYX Paychex Inc 0.4%
Value $3,617 (-99.8%) Shares 39,272 (+88.4%) Est. Cost Unrealized
GE GE Aerospace 0.8%
Value $7,971 (-99.7%) Shares 28,090 (+271.2%) Est. Cost Unrealized
PYPL PayPal Holdings Inc 0.7%
Value $6,547 (-99.7%) Shares 144,760 (+264.9%) Est. Cost Unrealized
HON Honeywell International Inc 0.4%
Value $4,083 (-99.8%) Shares 18,065 (+63.4%) Est. Cost Unrealized
TSM Taiwan Semiconductor Manufacturing CoLtd 1.1%
Value $10,418 (-99.5%) Shares 30,829 (+338.6%) Est. Cost Unrealized
AJG ARTHUR J. GALLAGHER & CO. 0.4%
Value $3,889 (-99.8%) Shares 17,960 (+118.8%) Est. Cost Unrealized
AON Aon Class A 0.3%
Value $2,650 (-99.9%) Shares 8,210 (+47.6%) Est. Cost Unrealized
ORLY O'reilly Automotive Inc 0.2%
Value $2,392 (-99.9%) Shares 25,920 (+20.7%) Est. Cost Unrealized
ZS Zscaler Inc 0.5%
Value $4,517 (-99.8%) Shares 32,201 (+284.7%) Est. Cost Unrealized
CAH Cardinal Health Inc 0.5%
Value $5,149 (-99.7%) Shares 24,369 (+178.5%) Est. Cost Unrealized
FTNT Fortinet Inc 0.2%
Value $1,872 (-99.9%) Shares 22,912 (+3.0%) Est. Cost Unrealized
URA Global X Uranium ETF 0.2%
Value $2,159 (-99.9%) Shares 44,581 (+15.8%) Est. Cost Unrealized
ABT Abbott Laboratories 0.9%
Value $8,352 (-99.5%) Shares 81,350 (+545.8%) Est. Cost Unrealized
SOFI SoFi Technologies Inc 1.3%
Value $12,072 (-99.2%) Shares 760,221 (+1159.3%) Est. Cost Unrealized
HWM Howmet Aerospace 0.4%
Value $4,125 (-99.7%) Shares 17,901 (+135.5%) Est. Cost Unrealized
POOL Pool Corp 0.2%
Value $1,476 (-99.9%) Shares 7,296 (+12.9%) Est. Cost Unrealized
INSM Insmed Inc 0.2%
Value $2,339 (-99.8%) Shares 14,305 (+75.6%) Est. Cost Unrealized
HUM Humana Inc 0.3%
Value $2,524 (-99.8%) Shares 14,558 (+163.6%) Est. Cost Unrealized
DUOL Duolingo Inc 0.1%
Value $953 (-99.9%) Shares 9,673 (+20.4%) Est. Cost Unrealized
INTU Intuit Inc 1.3%
Value $12,782 (-99.1%) Shares 29,564 (+1284.1%) Est. Cost Unrealized
EL ESTEE LAUDER COMPANIES INC (THE) 0.1%
Value $1,410 (-99.9%) Shares 19,660 (+48.7%) Est. Cost Unrealized
PINS Pinterest Inc 0.2%
Value $2,300 (-99.8%) Shares 125,410 (+141.6%) Est. Cost Unrealized
BRO Brown & Brown Inc 0.1%
Value $1,216 (-99.9%) Shares 18,656 (+13.5%) Est. Cost Unrealized
PAYC Paycom Software Inc 0.1%
Value $1,317 (-99.9%) Shares 10,838 (+34.4%) Est. Cost Unrealized
GPN Global Payments Inc 0.1%
Value $1,150 (-99.9%) Shares 17,095 (+5.0%) Est. Cost Unrealized
RUN Sunrun Inc 0.2%
Value $2,091 (-99.8%) Shares 154,208 (+134.5%) Est. Cost Unrealized
RKLB Rocket Lab USA Inc 0.1%
Value $1,202 (-99.9%) Shares 18,724 (+16.8%) Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 0.2%
Value $1,936 (-99.8%) Shares 14,529 (+128.6%) Est. Cost Unrealized
SAP Sap Ae Drc 0.4%
Value $3,744 (-99.6%) Shares 21,871 (+432.5%) Est. Cost Unrealized
WST WEST PHARMACEUTICAL SERVICES INC 0.4%
Value $3,641 (-99.6%) Shares 14,528 (+303.6%) Est. Cost Unrealized
BKNG Booking Holdings Inc 0.8%
Value $7,793 (-99.2%) Shares 1,851 (+928.3%) Est. Cost Unrealized
CDW Cdw Corp 0.4%
Value $3,636 (-99.6%) Shares 30,047 (+330.3%) Est. Cost Unrealized
ICLR ICON PLC 0.2%
Value $2,186 (-99.8%) Shares 19,762 (+287.0%) Est. Cost Unrealized
AGNC AGNC Investment Corp 0.1%
Value $1,035 (-99.9%) Shares 103,249 (+24.3%) Est. Cost Unrealized
LEN LENNAR CORP 0.1%
Value $1,155 (-99.9%) Shares 13,306 (+56.4%) Est. Cost Unrealized
PTC Ptc Inc 0.1%
Value $1,026 (-99.9%) Shares 7,205 (+49.3%) Est. Cost Unrealized
EWT iShares MSCI Taiwan ETF 0.1%
Value $1,336 (-99.8%) Shares 18,840 (+42.9%) Est. Cost Unrealized
NDAQ Nasdaq Inc 0.1%
Value $909 (-99.9%) Shares 10,712 (+29.4%) Est. Cost Unrealized
A Agilent Technologies Inc 0.2%
Value $1,625 (-99.8%) Shares 14,257 (+142.3%) Est. Cost Unrealized
SE Sea Ltd 0.4%
Value $3,821 (-99.5%) Shares 46,145 (+658.7%) Est. Cost Unrealized
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD 0.1%
Value $940 (-99.9%) Shares 6,583 (+64.1%) Est. Cost Unrealized
AVAV AeroVironment Inc 0.2%
Value $2,348 (-99.7%) Shares 12,828 (+327.2%) Est. Cost Unrealized
EFX EQUIFAX INC 0.1%
Value $691 (-99.9%) Shares 3,841 (+15.6%) Est. Cost Unrealized
HPE Hewlett Packard Enterprise Co 0.1%
Value $1,202 (-99.8%) Shares 50,506 (+73.7%) Est. Cost Unrealized
QCOM Qualcomm Inc 1.1%
Value $10,276 (-98.5%) Shares 79,800 (+1850.1%) Est. Cost Unrealized
BBY Best Buy Co. Inc 0.4%
Value $3,710 (-99.5%) Shares 57,793 (+460.7%) Est. Cost Unrealized
CHD Church & Dwight Co Inc 0.2%
Value $1,606 (-99.7%) Shares 17,216 (+126.3%) Est. Cost Unrealized
TYL Tyler Technologies Inc 0.2%
Value $1,636 (-99.7%) Shares 4,781 (+254.7%) Est. Cost Unrealized
FOUR Shift4 Payments Inc 0.0%
Value $427 (-99.9%) Shares 9,781 (+1.7%) Est. Cost Unrealized
WAT Waters Corp 0.3%
Value $3,089 (-99.5%) Shares 10,375 (+549.7%) Est. Cost Unrealized
TEAM Atlassian Corporation PLC 0.3%
Value $2,447 (-99.6%) Shares 35,865 (+862.8%) Est. Cost Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value $727 (-99.9%) Shares 8,076 (+37.9%) Est. Cost Unrealized
OMC Omnicom Group Inc 0.1%
Value $827 (-99.9%) Shares 10,992 (+53.8%) Est. Cost Unrealized
OLLI Ollie's Bargain Outlet Holdings Inc 0.1%
Value $562 (-99.9%) Shares 6,108 (+25.1%) Est. Cost Unrealized
TTWO Take-Two Interactive Software Inc 0.3%
Value $3,270 (-99.4%) Shares 16,559 (+719.8%) Est. Cost Unrealized
SPEM State Street SPDR Portfolio Emrg Mkts ET 0.1%
Value $784 (-99.8%) Shares 16,732 (+58.4%) Est. Cost Unrealized
DHI D.R. HORTON INC 0.1%
Value $710 (-99.9%) Shares 5,177 (+53.2%) Est. Cost Unrealized
STLA Stellantis NV 0.1%
Value $1,328 (-99.7%) Shares 187,430 (+329.0%) Est. Cost Unrealized
FIS Fidelity National Information Services 0.0%
Value $454 (-99.9%) Shares 9,681 (+44.8%) Est. Cost Unrealized
BRBR Bellring Brands Inc 0.1%
Value $605 (-99.9%) Shares 37,622 (+127.6%) Est. Cost Unrealized
QS Quantumscape Corp 0.1%
Value $1,196 (-99.7%) Shares 187,496 (+381.0%) Est. Cost Unrealized
APH AMPHENOL CORP 0.9%
Value $8,227 (-97.8%) Shares 65,117 (+2206.7%) Est. Cost Unrealized
LEU Centrus Energy Corp 0.1%
Value $893 (-99.7%) Shares 5,147 (+249.7%) Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $645 (-99.8%) Shares 8,063 (+93.6%) Est. Cost Unrealized
STNE StoneCo Ltd 0.0%
Value $430 (-99.9%) Shares 30,513 (+29.9%) Est. Cost Unrealized
AFRM Affirm Holdings Inc 0.1%
Value $1,367 (-99.6%) Shares 29,839 (+542.1%) Est. Cost Unrealized
TDG Transdigm Group Inc 0.2%
Value $1,730 (-99.5%) Shares 1,493 (+514.4%) Est. Cost Unrealized
ARES Ares Management LP 0.2%
Value $1,890 (-99.4%) Shares 17,332 (+765.3%) Est. Cost Unrealized
BIIB Biogen Inc 0.0%
Value $413 (-99.9%) Shares 2,255 (+39.7%) Est. Cost Unrealized
CL Colgate-Palmolive Co 0.3%
Value $2,727 (-99.0%) Shares 32,005 (+784.1%) Est. Cost Unrealized
TSN TYSON FOODS INC 0.0%
Value $415 (-99.8%) Shares 6,489 (+43.4%) Est. Cost Unrealized
KTOS Kratos Defense & Security Solutions Inc 0.2%
Value $1,712 (-99.3%) Shares 24,285 (+611.5%) Est. Cost Unrealized
UEC Uranium Energy Corp 0.1%
Value $637 (-99.6%) Shares 47,193 (+236.8%) Est. Cost Unrealized

Exited Positions (220)

XLB Materials Select Sector SPDR Fund 5308.2%
Value $51.09M Shares 1,126,646 Est. Cost Unrealized
NVDA Nvidia Corp 4263.3%
Value $41.04M Shares 220,037 Est. Cost Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 3552.5%
Value $34.19M Shares 527,619 Est. Cost Unrealized
MSTR Strategy Inc 2814.4%
Value $27.09M Shares 178,287 Est. Cost Unrealized
NFLX NETFLIX INC 1639.8%
Value $15.78M Shares 168,345 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 1602.3%
Value $15.42M Shares 46,722 Est. Cost Unrealized
WMT Walmart Inc 1190.5%
Value $11.46M Shares 102,855 Est. Cost Unrealized
XLC Communication Services Select Sector SPD 1131.0%
Value $10.89M Shares 92,474 Est. Cost Unrealized
TXN TEXAS INSTRUMENTS INC 1088.4%
Value $10.48M Shares 60,388 Est. Cost Unrealized
WFC Wells Fargo & Co 986.8%
Value $9.498M Shares 101,911 Est. Cost Unrealized
KBWB Invesco KBW Bank ETF 966.8%
Value $9.306M Shares 110,410 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 922.3%
Value $8.877M Shares 41,453 Est. Cost Unrealized
IREN IREN Ltd 767.3%
Value $7.386M Shares 195,574 Est. Cost Unrealized
BAC BANK AMER CORP COM 728.1%
Value $7.008M Shares 127,430 Est. Cost Unrealized
SCHW THE CHARLES SCHWAB CORP 684.1%
Value $6.585M Shares 65,917 Est. Cost Unrealized
MP Mp Materials Corp 599.1%
Value $5.767M Shares 114,167 Est. Cost Unrealized
VST Vistra Energy Corp 598.3%
Value $5.759M Shares 35,701 Est. Cost Unrealized
ZTS Zoetis Inc 594.3%
Value $5.72M Shares 45,463 Est. Cost Unrealized
CI Cigna Group 593.4%
Value $5.712M Shares 20,755 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 572.6%
Value $5.511M Shares 108,509 Est. Cost Unrealized
NXPI NXP Semiconductors N.V. 572.0%
Value $5.506M Shares 25,370 Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 557.2%
Value $5.363M Shares 309,126 Est. Cost Unrealized
ABNB Airbnb Inc 544.5%
Value $5.241M Shares 38,623 Est. Cost Unrealized
ADI Analog Devices Inc 512.8%
Value $4.936M Shares 18,202 Est. Cost Unrealized
XLE Energy Select Sector SPDR Fund 503.2%
Value $4.843M Shares 108,338 Est. Cost Unrealized
KBE SPDR S&P Bank ETF 494.5%
Value $4.76M Shares 78,445 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC 480.7%
Value $4.627M Shares 72,622 Est. Cost Unrealized
SMCI Super Micro Computer Inc 445.1%
Value $4.284M Shares 146,395 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 435.9%
Value $4.196M Shares 103,026 Est. Cost Unrealized
COP CONOCOPHILLIPS 417.1%
Value $4.015M Shares 42,900 Est. Cost Unrealized
MSCI MSCI Inc 410.4%
Value $3.95M Shares 6,885 Est. Cost Unrealized
RGTI Rigetti Computing Inc 405.5%
Value $3.903M Shares 176,248 Est. Cost Unrealized
NVO NOVO NORDISK A/S 396.2%
Value $3.814M Shares 74,969 Est. Cost Unrealized
BA BOEING CO (THE) 389.5%
Value $3.749M Shares 17,267 Est. Cost Unrealized
ADBE Adobe Inc 382.3%
Value $3.68M Shares 10,515 Est. Cost Unrealized
JPM J P MORGAN CHASE & CO 371.3%
Value $3.574M Shares 11,093 Est. Cost Unrealized
VFH Vanguard Financials ETF 370.3%
Value $3.564M Shares 26,703 Est. Cost Unrealized
KEY KEYCORP 343.2%
Value $3.303M Shares 160,050 Est. Cost Unrealized
BURL Burlington Stores Inc 337.4%
Value $3.248M Shares 11,245 Est. Cost Unrealized
ETN EATON CORP PLC 327.6%
Value $3.153M Shares 9,902 Est. Cost Unrealized
CCL Carnival Corp 309.8%
Value $2.982M Shares 97,673 Est. Cost Unrealized
PG PROCTER & GAMBLE CO (THE) 301.3%
Value $2.9M Shares 20,242 Est. Cost Unrealized
FHN First Horizon 287.2%
Value $2.764M Shares 115,668 Est. Cost Unrealized
HD HOME DEPOT INC (THE) 285.9%
Value $2.752M Shares 7,998 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP 279.6%
Value $2.691M Shares 99,303 Est. Cost Unrealized
ON ON Semiconductor Corp 276.0%
Value $2.657M Shares 49,081 Est. Cost Unrealized
FCNCA FIRST CITIZENS BANCSHARES INC 264.8%
Value $2.549M Shares 1,188 Est. Cost Unrealized
GWW W.W. GRAINGER INC 261.2%
Value $2.514M Shares 2,492 Est. Cost Unrealized
CHTR Charter Communications Inc 253.4%
Value $2.439M Shares 11,685 Est. Cost Unrealized
T AT&T Inc 251.6%
Value $2.422M Shares 97,515 Est. Cost Unrealized
TFC Truist Financial Corp 247.0%
Value $2.377M Shares 48,306 Est. Cost Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 237.7%
Value $2.288M Shares 39,811 Est. Cost Unrealized
DXCM DexCom Inc 237.0%
Value $2.281M Shares 34,375 Est. Cost Unrealized
TKO TKO Group Holdings Inc 231.3%
Value $2.226M Shares 10,654 Est. Cost Unrealized
CVX CHEVRON CORP 229.0%
Value $2.204M Shares 14,461 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 227.8%
Value $2.193M Shares 25,642 Est. Cost Unrealized
CNH CNH Industrial NV 222.0%
Value $2.137M Shares 231,784 Est. Cost Unrealized
AMT AMERICAN TOWER CORP (REIT) 221.5%
Value $2.132M Shares 12,146 Est. Cost Unrealized
DVN DEVON ENERGY CORP 217.0%
Value $2.089M Shares 57,033 Est. Cost Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 216.3%
Value $2.082M Shares 29,155 Est. Cost Unrealized
LYB LyondellBasell Industries NV 208.0%
Value $2.002M Shares 46,238 Est. Cost Unrealized
CLX CLOROX CO (THE) 206.3%
Value $1.986M Shares 19,700 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 205.3%
Value $1.976M Shares 54,161 Est. Cost Unrealized
MET METLIFE INC 201.9%
Value $1.943M Shares 24,620 Est. Cost Unrealized
OIH VanEck Oil Services ETF 201.7%
Value $1.941M Shares 6,819 Est. Cost Unrealized
EWG ISHARES MSCI GERMANY INDEX FUND 200.7%
Value $1.932M Shares 45,472 Est. Cost Unrealized
SYF Synchrony Financial 198.5%
Value $1.911M Shares 22,916 Est. Cost Unrealized
XOM Exxon Mobil Corp 198.0%
Value $1.906M Shares 15,844 Est. Cost Unrealized
PPG PPG Industries Inc 188.6%
Value $1.815M Shares 17,721 Est. Cost Unrealized
AWK American Water Works 185.0%
Value $1.781M Shares 13,652 Est. Cost Unrealized
MTB M&T Bank Corp 183.8%
Value $1.769M Shares 8,781 Est. Cost Unrealized
PRU PRUDENTIAL FINANCIAL INC 180.0%
Value $1.733M Shares 15,361 Est. Cost Unrealized
SLB Schlumberger NV 178.1%
Value $1.714M Shares 44,667 Est. Cost Unrealized
IR Ingersoll Rand Inc 175.8%
Value $1.692M Shares 21,365 Est. Cost Unrealized
CP Canadian Pacific Kansas City Limited 175.2%
Value $1.686M Shares 22,906 Est. Cost Unrealized
DOW DOW INC 174.7%
Value $1.682M Shares 71,980 Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 172.1%
Value $1.657M Shares 3,657 Est. Cost Unrealized
NU Nu Holdings Ltd Cl A 170.9%
Value $1.645M Shares 98,290 Est. Cost Unrealized
FITB Fifth Third Bancorp 165.8%
Value $1.596M Shares 34,110 Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC 164.4%
Value $1.582M Shares 21,311 Est. Cost Unrealized
CIFR Cipher Mining Inc 161.3%
Value $1.553M Shares 105,256 Est. Cost Unrealized
UNP UNION PACIFIC CORP 156.3%
Value $1.504M Shares 6,506 Est. Cost Unrealized
RSG REPUBLIC SERVICES INC 151.8%
Value $1.461M Shares 6,896 Est. Cost Unrealized
SFM Sprouts Farmers Market Inc 150.2%
Value $1.446M Shares 18,155 Est. Cost Unrealized
BAX BAXTER INTERNATIONAL INC 150.1%
Value $1.445M Shares 75,636 Est. Cost Unrealized
VRT Vertiv Holdings Co 147.0%
Value $1.415M Shares 8,739 Est. Cost Unrealized
STM STMICROELECTRONICS N.V. 147.0%
Value $1.415M Shares 54,560 Est. Cost Unrealized
CPAY Corpay Inc 145.7%
Value $1.402M Shares 4,662 Est. Cost Unrealized
CARR Carrier Global Corp 143.9%
Value $1.385M Shares 26,228 Est. Cost Unrealized
NEE NEXTERA ENERGY INC COM 142.4%
Value $1.371M Shares 17,080 Est. Cost Unrealized
MCK MCKESSON CORP 139.4%
Value $1.342M Shares 1,637 Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 139.3%
Value $1.341M Shares 14,920 Est. Cost Unrealized
AMP AMERIPRISE FINANCIAL INC 138.3%
Value $1.331M Shares 2,716 Est. Cost Unrealized
GIS GENERAL MILLS INC 136.5%
Value $1.314M Shares 28,264 Est. Cost Unrealized
AES THE AES CORP 136.4%
Value $1.313M Shares 91,565 Est. Cost Unrealized
RMD Resmed Inc 135.3%
Value $1.302M Shares 5,409 Est. Cost Unrealized
BDX BECTON DICKINSON AND CO 131.7%
Value $1.268M Shares 6,538 Est. Cost Unrealized
SNAP Snap Inc Class A 130.9%
Value $1.26M Shares 156,212 Est. Cost Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 130.6%
Value $1.257M Shares 43,602 Est. Cost Unrealized
LH Laboratory Corporation of America Holdin 128.2%
Value $1.234M Shares 4,921 Est. Cost Unrealized
STRL Sterling Construction Company Inc 127.5%
Value $1.227M Shares 4,007 Est. Cost Unrealized
HSY HERSHEY CO (THE) 124.0%
Value $1.194M Shares 6,562 Est. Cost Unrealized
ROKU Roku Inc 123.7%
Value $1.191M Shares 10,979 Est. Cost Unrealized
PCG PG&E Corp 121.7%
Value $1.171M Shares 72,916 Est. Cost Unrealized
CAG ConAgra Brands Inc 121.0%
Value $1.165M Shares 67,318 Est. Cost Unrealized
IP INTERNATIONAL PAPER CO 118.3%
Value $1.139M Shares 28,928 Est. Cost Unrealized
JBLU JetBlue Airways Corp 117.1%
Value $1.127M Shares 247,725 Est. Cost Unrealized
PFE Pfizer Inc 116.9%
Value $1.125M Shares 45,189 Est. Cost Unrealized
MKC MCCORMICK & CO INC 116.7%
Value $1.123M Shares 16,490 Est. Cost Unrealized
ZIM ZIM Integrated Shipping Services Ltd 114.6%
Value $1.103M Shares 51,987 Est. Cost Unrealized
CCI Crown Castle Inc 114.2%
Value $1.099M Shares 12,371 Est. Cost Unrealized
ALLY Ally Financial Inc 111.3%
Value $1.071M Shares 23,669 Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 107.8%
Value $1.038M Shares 4,205 Est. Cost Unrealized
RIVN Rivian Automotive Inc 105.7%
Value $1.017M Shares 51,624 Est. Cost Unrealized
WM WASTE MANAGEMENT INC 103.1%
Value $992K Shares 4,519 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 102.9%
Value $990K Shares 26,774 Est. Cost Unrealized
CPB Campbell's Co 102.4%
Value $986K Shares 35,409 Est. Cost Unrealized
ITW ILLINOIS TOOL WORKS INC 101.3%
Value $975K Shares 3,961 Est. Cost Unrealized
BMRN BioMarin Pharmaceutical Inc 97.2%
Value $936K Shares 15,751 Est. Cost Unrealized
CVS Cvs Health Corp 96.9%
Value $933K Shares 11,768 Est. Cost Unrealized
EIX EDISON INTERNATIONAL 96.7%
Value $931K Shares 15,516 Est. Cost Unrealized
CPRI Capri Holdings Ltd 95.6%
Value $920K Shares 37,742 Est. Cost Unrealized
BILL BILL Holdings Inc 95.4%
Value $918K Shares 16,837 Est. Cost Unrealized
LRN Stride Inc 94.0%
Value $905K Shares 13,941 Est. Cost Unrealized
CF CF INDUSTRIES HOLDINGS INC 93.4%
Value $899K Shares 11,631 Est. Cost Unrealized
DPZ DOMINO'S PIZZA INC 91.7%
Value $883K Shares 2,120 Est. Cost Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 91.6%
Value $882K Shares 26,083 Est. Cost Unrealized
APP Applovin Corp 90.8%
Value $874K Shares 1,298 Est. Cost Unrealized
ES EVERSOURCE ENERGY 90.4%
Value $870K Shares 12,936 Est. Cost Unrealized
HIG Hartford Insurance Group Inc 89.7%
Value $863K Shares 6,266 Est. Cost Unrealized
SBAC Sba Comms Corp 88.4%
Value $851K Shares 4,403 Est. Cost Unrealized
ACGL Arch Capital Group Ltd 87.9%
Value $846K Shares 8,828 Est. Cost Unrealized
PR Permian Resources Corp 87.7%
Value $844K Shares 60,172 Est. Cost Unrealized
NKE NIKE INC 87.6%
Value $843K Shares 13,246 Est. Cost Unrealized
MRNA Moderna Inc 87.0%
Value $837K Shares 28,399 Est. Cost Unrealized
MRVL Marvell Technology Group Ltd 86.2%
Value $830K Shares 9,772 Est. Cost Unrealized
RIOT Riot Platforms Inc 85.8%
Value $826K Shares 65,213 Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC 85.8%
Value $826K Shares 9,468 Est. Cost Unrealized
PWR Quanta Services Inc 85.3%
Value $821K Shares 1,947 Est. Cost Unrealized
SLNO Soleno Therapeutics Inc 84.6%
Value $814K Shares 17,581 Est. Cost Unrealized
SBUX Starbucks Corp 83.6%
Value $805K Shares 9,571 Est. Cost Unrealized
RIG Transocean Ltd 83.5%
Value $804K Shares 194,897 Est. Cost Unrealized
ETR Entergy Corp 83.4%
Value $803K Shares 8,691 Est. Cost Unrealized
WAL WESTERN ALLIANCE BANCORPORATION 83.1%
Value $800K Shares 9,519 Est. Cost Unrealized
MIDD THE MIDDLEBY CORP 79.9%
Value $769K Shares 5,173 Est. Cost Unrealized
OKTA Okta Inc 78.3%
Value $754K Shares 8,720 Est. Cost Unrealized
TW Tradeweb Markets Inc 76.9%
Value $740K Shares 6,888 Est. Cost Unrealized
SRE SEMPRA 76.8%
Value $739K Shares 8,376 Est. Cost Unrealized
TECH BIO-TECHNE CORP 75.5%
Value $727K Shares 12,369 Est. Cost Unrealized
VICI VICI Properties Inc 75.2%
Value $724K Shares 25,753 Est. Cost Unrealized
DINO HF Sinclair Corp 75.2%
Value $724K Shares 15,712 Est. Cost Unrealized
SJM J.M. SMUCKER CO (THE) 75.2%
Value $724K Shares 7,406 Est. Cost Unrealized
ITB iShares U.S. Home Construction ETF 73.0%
Value $703K Shares 7,310 Est. Cost Unrealized
GPC Genuine Parts Co 72.0%
Value $693K Shares 5,640 Est. Cost Unrealized
TRV THE TRAVELERS COMPANIES INC 71.2%
Value $685K Shares 2,362 Est. Cost Unrealized
JBL Jabil Inc 70.0%
Value $674K Shares 2,960 Est. Cost Unrealized
BROS Dutch Bros Inc 68.5%
Value $659K Shares 10,774 Est. Cost Unrealized
CROX CROCS INC 68.4%
Value $658K Shares 7,704 Est. Cost Unrealized
EME Emcor Group Inc 67.0%
Value $645K Shares 1,055 Est. Cost Unrealized
OTIS OTIS Worldwide Corp 66.5%
Value $640K Shares 7,332 Est. Cost Unrealized
BWXT BWX Technologies Inc 65.8%
Value $633K Shares 3,667 Est. Cost Unrealized
ED Consolidated Edison Inc 65.3%
Value $629K Shares 6,334 Est. Cost Unrealized
CRL Charles River Laboratories International 64.6%
Value $622K Shares 3,120 Est. Cost Unrealized
LII LENNOX INTERNATIONAL INC 64.3%
Value $619K Shares 1,276 Est. Cost Unrealized
ASHR Xtrackers Harvest CSI 300 China A-Shares 63.6%
Value $612K Shares 18,639 Est. Cost Unrealized
ICLN iShares S&P Global Clean Energy Index Fd 63.5%
Value $611K Shares 37,243 Est. Cost Unrealized
IYT iShares US Transportation ETF 62.5%
Value $602K Shares 8,086 Est. Cost Unrealized
FND Floor & Decor Holdings Inc 61.3%
Value $590K Shares 9,694 Est. Cost Unrealized
EQIX EQUINIX INC 59.9%
Value $577K Shares 754 Est. Cost Unrealized
MPWR Monolithic Power Systems Inc 59.0%
Value $568K Shares 627 Est. Cost Unrealized
FANG Diamondback Energy Inc 58.6%
Value $564K Shares 3,754 Est. Cost Unrealized
EXEL EXELIXIS INC 58.3%
Value $561K Shares 12,804 Est. Cost Unrealized
WCN Waste Connections Inc 57.8%
Value $556K Shares 3,173 Est. Cost Unrealized
LAD LITHIA MOTORS INC 57.6%
Value $554K Shares 1,670 Est. Cost Unrealized
NIO Nio Inc 55.1%
Value $530K Shares 104,004 Est. Cost Unrealized
WSO Watsco Inc Cl A 53.9%
Value $519K Shares 1,543 Est. Cost Unrealized
FLR FLUOR CORP 50.5%
Value $486K Shares 12,277 Est. Cost Unrealized
AMCR Amcor PLC 50.4%
Value $485K Shares 58,162 Est. Cost Unrealized
OKE ONEOK Inc 50.3%
Value $484K Shares 6,592 Est. Cost Unrealized
RRX Regal Rexnord Corp 50.3%
Value $484K Shares 3,453 Est. Cost Unrealized
TPL TX Pacific Land Trust 49.8%
Value $479K Shares 1,668 Est. Cost Unrealized
CVE Cenovus Energy Inc 48.8%
Value $470K Shares 27,819 Est. Cost Unrealized
DAR Darling Ingredients Inc 48.6%
Value $468K Shares 13,008 Est. Cost Unrealized
GNRC Generac Holdlings Inc 47.6%
Value $458K Shares 3,363 Est. Cost Unrealized
CLS Celestica Inc 47.2%
Value $454K Shares 1,537 Est. Cost Unrealized
VKTX Viking Therapeutics Inc 46.9%
Value $451K Shares 12,842 Est. Cost Unrealized
ALK ALASKA AIR GROUP INC 46.5%
Value $448K Shares 8,923 Est. Cost Unrealized
KEYS Keysight Technologies Inc 46.0%
Value $443K Shares 2,183 Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 44.9%
Value $432K Shares 8,840 Est. Cost Unrealized
ASO Academy Sports & Outdoors Inc 44.3%
Value $426K Shares 8,543 Est. Cost Unrealized
ONON On Holding AG 42.8%
Value $412K Shares 8,870 Est. Cost Unrealized
STT State Street Corp 42.1%
Value $405K Shares 3,140 Est. Cost Unrealized
EMR Emerson Electric Co 41.5%
Value $399K Shares 3,008 Est. Cost Unrealized
TGT TARGET CORP 40.6%
Value $391K Shares 4,003 Est. Cost Unrealized
RVTY Revvity Inc 40.3%
Value $388K Shares 4,014 Est. Cost Unrealized
IOVA Iovance Biotherapeutics Inc 39.3%
Value $378K Shares 138,583 Est. Cost Unrealized
BG Bunge Glbl 38.0%
Value $366K Shares 4,113 Est. Cost Unrealized
ARRY Array Technologies Inc 37.1%
Value $357K Shares 38,779 Est. Cost Unrealized
BBWI Bath & Body Works Inc 35.8%
Value $345K Shares 17,195 Est. Cost Unrealized
MMYT MakeMyTrip Ltd 34.1%
Value $328K Shares 4,003 Est. Cost Unrealized
CSX CSX Corp 33.9%
Value $326K Shares 8,995 Est. Cost Unrealized
DOV DOVER CORP 32.8%
Value $316K Shares 1,623 Est. Cost Unrealized
RH RH Common Stock 31.6%
Value $304K Shares 1,697 Est. Cost Unrealized
MOD MODINE MANUFACTURING CO 31.4%
Value $302K Shares 2,266 Est. Cost Unrealized
DLR DIGITAL RLTY TR INC COM 30.0%
Value $289K Shares 1,874 Est. Cost Unrealized
D Dominion Energy Inc 29.9%
Value $288K Shares 4,925 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE INC 28.6%
Value $275K Shares 1,760 Est. Cost Unrealized
FIVE Five Below Inc 27.9%
Value $269K Shares 1,432 Est. Cost Unrealized
NVR NVR Inc 27.2%
Value $262K Shares 36 Est. Cost Unrealized
HAL Halliburton Co 26.4%
Value $254K Shares 9,013 Est. Cost Unrealized
LIN Linde PLC 26.2%
Value $252K Shares 592 Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 26.2%
Value $252K Shares 2,436 Est. Cost Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 24.6%
Value $237K Shares 10,661 Est. Cost Unrealized
NVT Nvent Electric 23.2%
Value $223K Shares 2,191 Est. Cost Unrealized
MAS MASCO CORP 23.2%
Value $223K Shares 3,528 Est. Cost Unrealized
APLS Apellis Pharmaceuticals Inc 22.4%
Value $216K Shares 8,611 Est. Cost Unrealized
WULF Terawulf Inc 22.0%
Value $212K Shares 18,516 Est. Cost Unrealized
CE Celanese Corp 21.8%
Value $210K Shares 4,972 Est. Cost Unrealized
MTD METTLER-TOLEDO INTERNATIONAL INC 21.5%
Value $207K Shares 149 Est. Cost Unrealized
TECK Teck Resources Ltd 21.3%
Value $205K Shares 4,282 Est. Cost Unrealized

Decreased Positions (66)

XLF Financial Select Sector SPDR Fund 1.1%
Value $10,281 (-100.0%) Shares 208,247 (-82.8%) Est. Cost Unrealized
IBIT iShares Bitcoin Trust ETF 1.5%
Value $14,472 (-100.0%) Shares 376,679 (-56.9%) Est. Cost Unrealized
XLP Consumer Staples Select Sector SPDR Fund 1.8%
Value $17,702 (-99.9%) Shares 215,934 (-26.5%) Est. Cost Unrealized
ETHA iShares Ethereum Trust ETF 1.1%
Value $10,611 (-99.9%) Shares 670,346 (-12.7%) Est. Cost Unrealized
CVNA Carvana Co Cl A 0.1%
Value $1,198 (-100.0%) Shares 3,813 (-90.1%) Est. Cost Unrealized
V VISA Inc 0.4%
Value $3,699 (-100.0%) Shares 12,239 (-56.9%) Est. Cost Unrealized
C CITIGROUP INC COM NEW 0.1%
Value $909 (-100.0%) Shares 8,020 (-88.6%) Est. Cost Unrealized
SNPS Synopsys Inc 0.4%
Value $4,067 (-99.9%) Shares 10,260 (-39.1%) Est. Cost Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value $2,531 (-100.0%) Shares 43,927 (-66.8%) Est. Cost Unrealized
BABA Alibaba Group Holding Ltd 0.1%
Value $595 (-100.0%) Shares 4,747 (-89.2%) Est. Cost Unrealized
BE Bloom Energy Corp 0.1%
Value $1,028 (-100.0%) Shares 7,593 (-89.0%) Est. Cost Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.3%
Value $3,337 (-99.9%) Shares 18,293 (-25.3%) Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value $1,532 (-100.0%) Shares 15,890 (-72.8%) Est. Cost Unrealized
CRM Salesforce Inc 0.3%
Value $3,127 (-99.9%) Shares 16,754 (-17.4%) Est. Cost Unrealized
JETS U.S. Global Jets ETF 0.0%
Value $293 (-100.0%) Shares 11,936 (-91.3%) Est. Cost Unrealized
FISV Fiserv Inc 0.1%
Value $862 (-100.0%) Shares 15,452 (-72.6%) Est. Cost Unrealized
LUV SOUTHWEST AIRLINES CO 0.1%
Value $1,400 (-100.0%) Shares 37,283 (-57.3%) Est. Cost Unrealized
MELI MercadoLibre Inc 0.3%
Value $2,897 (-99.9%) Shares 1,676 (-4.6%) Est. Cost Unrealized
MCO MOODY'S CORP 0.2%
Value $1,772 (-99.9%) Shares 4,063 (-35.4%) Est. Cost Unrealized
VGK Vanguard FTSEEuropean ETF 0.1%
Value $1,260 (-100.0%) Shares 15,288 (-55.7%) Est. Cost Unrealized
USB U.S. BANCORP 0.0%
Value $383 (-100.0%) Shares 7,381 (-86.1%) Est. Cost Unrealized
PNC PNC Financial Services Group 0.0%
Value $280 (-100.0%) Shares 1,349 (-89.3%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $1,689 (-99.9%) Shares 3,972 (-9.2%) Est. Cost Unrealized
PSTG Everpure Inc 0.1%
Value $1,355 (-99.9%) Shares 22,955 (-31.1%) Est. Cost Unrealized
TRU TransUnion 0.2%
Value $1,499 (-99.9%) Shares 21,678 (-10.0%) Est. Cost Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $1,239 (-99.9%) Shares 7,534 (-33.4%) Est. Cost Unrealized
MOS MOSAIC CO (THE) 0.1%
Value $948 (-100.0%) Shares 37,215 (-53.7%) Est. Cost Unrealized
AZO AUTOZONE INC 0.0%
Value $314 (-100.0%) Shares 93 (-83.5%) Est. Cost Unrealized
TPR Tapestry Inc 0.1%
Value $1,093 (-99.9%) Shares 7,751 (-45.5%) Est. Cost Unrealized
HUBS HUBSPOT INC 0.1%
Value $519 (-100.0%) Shares 2,129 (-51.2%) Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value $1,276 (-99.9%) Shares 3,857 (-10.9%) Est. Cost Unrealized
UAL United Airlines Holdings Inc 0.1%
Value $624 (-100.0%) Shares 6,778 (-53.8%) Est. Cost Unrealized
ENPH Enphase Energy Inc 0.1%
Value $624 (-100.0%) Shares 16,530 (-67.7%) Est. Cost Unrealized
SAIA Saia Inc 0.1%
Value $485 (-100.0%) Shares 1,383 (-69.6%) Est. Cost Unrealized
WELL Welltower Inc 0.1%
Value $950 (-99.9%) Shares 4,808 (-38.9%) Est. Cost Unrealized
ELF ELF BEAUTY INC 0.1%
Value $786 (-99.9%) Shares 12,971 (-32.4%) Est. Cost Unrealized
CLF Cleveland-Cliffs Inc 0.0%
Value $199 (-100.0%) Shares 23,636 (-78.2%) Est. Cost Unrealized
NTRA Natera Inc 0.1%
Value $1,151 (-99.9%) Shares 5,759 (-4.2%) Est. Cost Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value $513 (-100.0%) Shares 23,601 (-62.9%) Est. Cost Unrealized
VRSN Verisign Inc 0.1%
Value $527 (-100.0%) Shares 2,125 (-61.9%) Est. Cost Unrealized
MRSH Marsh & McLennan Companies Inc. 0.1%
Value $870 (-99.9%) Shares 5,021 (-27.1%) Est. Cost Unrealized
AVTR Avantor Inc 0.0%
Value $128 (-100.0%) Shares 16,398 (-85.2%) Est. Cost Unrealized
SBET Sharplink Inc 0.1%
Value $563 (-100.0%) Shares 87,397 (-37.2%) Est. Cost Unrealized
TSCO Tractor Supply Co 0.1%
Value $993 (-99.9%) Shares 21,941 (-1.3%) Est. Cost Unrealized
EWA ISHARES MSCI AUSTRALIA INDEX FUND 0.0%
Value $251 (-100.0%) Shares 9,047 (-78.6%) Est. Cost Unrealized
ARGX Argenx SE ADS 0.1%
Value $798 (-99.9%) Shares 1,093 (-12.1%) Est. Cost Unrealized
ENTG Entegris Inc 0.0%
Value $368 (-100.0%) Shares 3,143 (-74.5%) Est. Cost Unrealized
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value $431 (-100.0%) Shares 1,726 (-63.7%) Est. Cost Unrealized
GH Guardant Health Inc 0.1%
Value $693 (-99.9%) Shares 7,511 (-19.8%) Est. Cost Unrealized
SIG Signet Jewelers Ltd 0.0%
Value $343 (-100.0%) Shares 4,063 (-64.6%) Est. Cost Unrealized
TME Tencent Music Entertainment Group 0.0%
Value $471 (-99.9%) Shares 50,796 (-4.9%) Est. Cost Unrealized
BAH Booz Allen Hamilton Holding Corp 0.1%
Value $484 (-99.9%) Shares 6,212 (-42.0%) Est. Cost Unrealized
EZU iShares MSCI Eurozone ETF 0.1%
Value $504 (-99.9%) Shares 8,059 (-38.4%) Est. Cost Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value $297 (-100.0%) Shares 2,135 (-64.3%) Est. Cost Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value $601 (-99.9%) Shares 11,409 (-41.5%) Est. Cost Unrealized
ETSY Etsy Inc 0.0%
Value $451 (-99.9%) Shares 9,036 (-27.0%) Est. Cost Unrealized
CFG Citizens Financial Group Inc 0.0%
Value $348 (-99.9%) Shares 5,819 (-50.0%) Est. Cost Unrealized
ATI ATI Inc 0.0%
Value $314 (-100.0%) Shares 2,159 (-62.3%) Est. Cost Unrealized
FEZ State Street SPDR EURO STOXX 50 ETF 0.0%
Value $410 (-99.9%) Shares 6,615 (-31.4%) Est. Cost Unrealized
EQH Axa Equitable Holdings Inc 0.0%
Value $385 (-99.9%) Shares 10,377 (-19.8%) Est. Cost Unrealized
CAR Avis Budget Group Inc 0.0%
Value $291 (-100.0%) Shares 1,999 (-57.3%) Est. Cost Unrealized
SYY Sysco Corp 0.0%
Value $451 (-99.9%) Shares 6,333 (-10.1%) Est. Cost Unrealized
APTV Aptiv Holdings Ltd. 0.0%
Value $332 (-99.9%) Shares 4,789 (-24.2%) Est. Cost Unrealized
AXSM Axsome Therapeutics Inc 0.0%
Value $344 (-99.9%) Shares 2,040 (-19.2%) Est. Cost Unrealized
LUMN Lumen Technologies Inc 0.0%
Value $338 (-99.9%) Shares 48,744 (-1.5%) Est. Cost Unrealized
PCVX Vaxcyte Inc 0.0%
Value $238 (-99.9%) Shares 4,102 (-50.1%) Est. Cost Unrealized

Unchanged Positions (2)