Convergence Investment Partners, LLC Quant / Systematic

Location: Palm Beach Gardens, FL

CIK: 0001456133 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value: $394M (100.0% shares, 0.0% debt)

Holdings (233)

NVDA NVIDIA CORPORATION 3.0%
Value $11.82M Shares 74,805 Est. Cost $106.42 Unrealized +18.2%
META META PLATFORMS INC 2.2%
Value $8.834M Shares 11,968 Est. Cost $400.15 Unrealized +54.1%
MSFT MICROSOFT CORP 2.2%
Value $8.532M Shares 17,154 Est. Cost $248.49 Unrealized +74.0%
IBM INTERNATIONAL BUSINESS MACHS 2.1%
Value $8.338M Shares 28,286 Est. Cost $153.37 Unrealized +65.5%
AMZN AMAZON COM INC 2.0%
Value $7.779M Shares 35,457 Est. Cost $162.24 Unrealized +22.0%
AVGO BROADCOM INC 1.9%
Value $7.666M Shares 27,811 Est. Cost $151.54 Unrealized +42.5%
GOOGL ALPHABET INC 1.9%
Value $7.415M Shares 42,076 Est. Cost $151.83 Unrealized +7.5%
CSCO CISCO SYS INC 1.7%
Value $6.513M Shares 93,867 Est. Cost $49.74 Unrealized +21.4%
GILD GILEAD SCIENCES INC 1.6%
Value $6.132M Shares 55,311 Est. Cost $64.95 Unrealized +60.7%
WMT WALMART INC 1.5%
Value $5.778M Shares 59,092 Est. Cost $55.98 Unrealized +69.3%
T AT&T INC 1.3%
Value $5.317M Shares 183,739 Est. Cost $16.38 Unrealized +64.6%
CAH CARDINAL HEALTH INC 1.3%
Value $5.228M Shares 31,118 Est. Cost $83.20 Unrealized +76.8%
BK BANK NEW YORK MELLON CORP 1.3%
Value $5.049M Shares 55,416 Est. Cost $55.42 Unrealized +51.5%
JPM JPMORGAN CHASE & CO. 1.3%
Value $5.028M Shares 17,345 Est. Cost $92.45 Unrealized +173.3%
NFLX NETFLIX INC 1.2%
Value $4.836M Shares 3,611 Est. Cost $105.30 Unrealized +7.4%
MO ALTRIA GROUP INC 1.2%
Value $4.693M Shares 80,044 Est. Cost $38.02 Unrealized +47.1%
ABBV ABBVIE INC 1.2%
Value $4.601M Shares 24,787 Est. Cost $86.82 Unrealized +110.4%
SYF SYNCHRONY FINANCIAL 1.0%
Value $3.824M Shares 57,294 Est. Cost $39.39 Unrealized +40.5%
WFC WELLS FARGO CO NEW 1.0%
Value $3.781M Shares 47,194 Est. Cost $45.85 Unrealized +55.2%
AAPL APPLE INC 1.0%
Value $3.76M Shares 18,327 Est. Cost $121.83 Unrealized +65.3%
KLAC KLA CORP 1.0%
Value $3.759M Shares 4,196 Est. Cost $748.55 Unrealized 0.0%
BAC BANK AMERICA CORP 0.9%
Value $3.742M Shares 79,083 Est. Cost $29.48 Unrealized +40.6%
HD HOME DEPOT INC 0.9%
Value $3.678M Shares 10,033 Est. Cost $263.74 Unrealized +34.9%
NRG NRG ENERGY INC 0.9%
Value $3.644M Shares 22,694 Est. Cost $81.09 Unrealized +61.5%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value $3.53M Shares 76,268 Est. Cost $44.33 Unrealized +6.5%
ADI ANALOG DEVICES INC 0.9%
Value $3.511M Shares 14,750 Est. Cost $206.04 Unrealized 0.0%
VRSN VERISIGN INC 0.8%
Value $3.342M Shares 11,572 Est. Cost $196.63 Unrealized +36.8%
QCOM QUALCOMM INC 0.8%
Value $3.282M Shares 20,608 Est. Cost $147.19 Unrealized -1.5%
XOM EXXON MOBIL CORP 0.8%
Value $3.279M Shares 30,421 Est. Cost $66.72 Unrealized +56.6%
JBL JABIL INC 0.8%
Value $3.193M Shares 14,640 Est. Cost $160.16 Unrealized +1.1%
ANET ARISTA NETWORKS INC 0.8%
Value $3.133M Shares 30,621 Est. Cost $102.84 Unrealized -15.9%
VLO VALERO ENERGY CORP 0.8%
Value $2.964M Shares 22,048 Est. Cost $114.62 Unrealized +6.7%
NTNX NUTANIX INC 0.7%
Value $2.726M Shares 35,661 Est. Cost $53.67 Unrealized +34.1%
LRCX LAM RESEARCH CORP 0.7%
Value $2.697M Shares 27,704 Est. Cost $76.00 Unrealized +3.8%
FLEX FLEX LTD 0.7%
Value $2.676M Shares 53,602 Est. Cost $38.97 Unrealized 0.0%
PEGA PEGASYSTEMS INC 0.7%
Value $2.653M Shares 49,018 Est. Cost $45.30 Unrealized 0.0%
APP APPLOVIN CORP 0.7%
Value $2.642M Shares 7,546 Est. Cost $55.21 Unrealized +487.2%
PM PHILIP MORRIS INTL INC 0.7%
Value $2.633M Shares 14,455 Est. Cost $109.20 Unrealized +53.3%
CVNA CARVANA CO 0.7%
Value $2.631M Shares 7,807 Est. Cost $105.29 Unrealized +160.4%
KD KYNDRYL HLDGS INC 0.7%
Value $2.625M Shares 62,559 Est. Cost $36.16 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.7%
Value $2.609M Shares 24,702 Est. Cost $86.78 Unrealized +5.7%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.7%
Value $2.577M Shares 27,830 Est. Cost $58.32 Unrealized 0.0%
CALM CAL MAINE FOODS INC 0.6%
Value $2.562M Shares 25,711 Est. Cost $90.48 Unrealized -0.3%
CVX CHEVRON CORP NEW 0.6%
Value $2.44M Shares 17,039 Est. Cost $127.68 Unrealized +7.3%
GDDY GODADDY INC 0.6%
Value $2.364M Shares 13,131 Est. Cost $135.28 Unrealized +32.6%
COF CAPITAL ONE FINL CORP 0.6%
Value $2.347M Shares 11,029 Est. Cost $105.65 Unrealized +75.1%
CF CF INDS HLDGS INC 0.6%
Value $2.335M Shares 25,378 Est. Cost $84.08 Unrealized -0.1%
MET METLIFE INC 0.6%
Value $2.275M Shares 28,292 Est. Cost $60.23 Unrealized +25.9%
CAT CATERPILLAR INC 0.6%
Value $2.183M Shares 5,623 Est. Cost $203.84 Unrealized +62.3%
WMB WILLIAMS COS INC 0.5%
Value $2.157M Shares 34,342 Est. Cost $55.43 Unrealized +4.0%
KMB KIMBERLY-CLARK CORP 0.5%
Value $2.126M Shares 16,493 Est. Cost $122.13 Unrealized +7.9%
MDT MEDTRONIC PLC 0.5%
Value $2.107M Shares 24,172 Est. Cost $81.28 Unrealized +2.7%
ORI OLD REP INTL CORP 0.5%
Value $2.033M Shares 52,884 Est. Cost $34.88 Unrealized 0.0%
SNEX STONEX GROUP INC 0.5%
Value $2.018M Shares 22,144 Est. Cost $50.27 Unrealized +68.2%
HOOD ROBINHOOD MKTS INC 0.5%
Value $1.927M Shares 20,585 Est. Cost $59.18 Unrealized 0.0%
EBAY EBAY INC. 0.5%
Value $1.927M Shares 25,874 Est. Cost $68.57 Unrealized +2.4%
GRMN GARMIN LTD 0.5%
Value $1.922M Shares 9,211 Est. Cost $137.59 Unrealized +42.5%
MS MORGAN STANLEY 0.5%
Value $1.889M Shares 13,412 Est. Cost $57.57 Unrealized +110.1%
AVA AVISTA CORP 0.5%
Value $1.883M Shares 49,613 Est. Cost $34.36 Unrealized +11.2%
C CITIGROUP INC 0.5%
Value $1.854M Shares 21,776 Est. Cost $49.37 Unrealized +44.2%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.853M Shares 12,130 Est. Cost $135.95 Unrealized +11.0%
MCK MCKESSON CORP 0.5%
Value $1.85M Shares 2,525 Est. Cost $507.18 Unrealized +38.8%
MTG MGIC INVT CORP WIS 0.5%
Value $1.843M Shares 66,182 Est. Cost $25.73 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC 0.5%
Value $1.833M Shares 32,085 Est. Cost $47.30 Unrealized +5.6%
ADT ADT INC DEL 0.5%
Value $1.83M Shares 216,021 Est. Cost $7.74 Unrealized +3.9%
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value $1.8M Shares 13,205 Est. Cost $58.25 Unrealized +101.4%
NTAP NETAPP INC 0.5%
Value $1.798M Shares 16,876 Est. Cost $79.94 Unrealized +17.0%
SEIC SEI INVTS CO 0.5%
Value $1.79M Shares 19,923 Est. Cost $69.50 Unrealized +14.7%
FTNT FORTINET INC 0.5%
Value $1.778M Shares 16,819 Est. Cost $95.46 Unrealized +5.7%
GM GENERAL MTRS CO 0.4%
Value $1.762M Shares 35,805 Est. Cost $45.75 Unrealized +2.9%
STT STATE STR CORP 0.4%
Value $1.758M Shares 16,534 Est. Cost $70.40 Unrealized +28.6%
BKNG BOOKING HOLDINGS INC 0.4%
Value $1.754M Shares 303 Est. Cost $3735.67 Unrealized +36.4%
FITB FIFTH THIRD BANCORP 0.4%
Value $1.753M Shares 42,629 Est. Cost $29.66 Unrealized +23.3%
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value $1.75M Shares 2,281 Est. Cost $558.87 Unrealized +14.8%
FHI FEDERATED HERMES INC 0.4%
Value $1.734M Shares 39,127 Est. Cost $40.19 Unrealized 0.0%
VICI VICI PPTYS INC 0.4%
Value $1.697M Shares 52,040 Est. Cost $29.18 Unrealized +4.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value $1.683M Shares 3,634 Est. Cost $369.84 Unrealized +24.1%
EXEL EXELIXIS INC 0.4%
Value $1.68M Shares 38,111 Est. Cost $33.79 Unrealized +18.3%
FLR FLUOR CORP NEW 0.4%
Value $1.626M Shares 31,723 Est. Cost $39.88 Unrealized 0.0%
USB US BANCORP DEL 0.4%
Value $1.609M Shares 35,555 Est. Cost $40.76 Unrealized 0.0%
OUT OUTFRONT MEDIA INC 0.4%
Value $1.604M Shares 98,254 Est. Cost $16.14 Unrealized
MOS MOSAIC CO NEW 0.4%
Value $1.598M Shares 43,803 Est. Cost $31.40 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value $1.594M Shares 8,985 Est. Cost $131.85 Unrealized +25.0%
COR CENCORA INC 0.4%
Value $1.588M Shares 5,294 Est. Cost $186.99 Unrealized +53.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $1.567M Shares 36,220 Est. Cost $36.84 Unrealized +13.5%
CVLT COMMVAULT SYS INC 0.4%
Value $1.51M Shares 8,664 Est. Cost $135.91 Unrealized +25.6%
PSX PHILLIPS 66 0.4%
Value $1.466M Shares 12,290 Est. Cost $81.68 Unrealized +34.0%
DBX DROPBOX INC 0.4%
Value $1.461M Shares 51,072 Est. Cost $28.92 Unrealized -2.1%
HWM HOWMET AEROSPACE INC 0.4%
Value $1.455M Shares 7,818 Est. Cost $128.62 Unrealized +19.4%
SCHW SCHWAB CHARLES CORP 0.4%
Value $1.435M Shares 15,730 Est. Cost $77.67 Unrealized +7.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $1.435M Shares 2,954 Est. Cost $331.34 Unrealized +53.3%
HALO HALOZYME THERAPEUTICS INC 0.4%
Value $1.429M Shares 27,475 Est. Cost $45.90 Unrealized +24.0%
SCCO SOUTHERN COPPER CORP 0.3%
Value $1.381M Shares 13,645 Est. Cost $75.60 Unrealized +15.2%
BKH BLACK HILLS CORP 0.3%
Value $1.372M Shares 24,463 Est. Cost $50.31 Unrealized +12.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value $1.371M Shares 67,065 Est. Cost $18.47 Unrealized -10.8%
WRB BERKLEY W R CORP 0.3%
Value $1.353M Shares 18,417 Est. Cost $61.62 Unrealized +13.5%
STRL STERLING INFRASTRUCTURE INC 0.3%
Value $1.332M Shares 5,774 Est. Cost $126.32 Unrealized +38.2%
CMCSA COMCAST CORP NEW 0.3%
Value $1.33M Shares 37,265 Est. Cost $38.45 Unrealized -11.8%
PRIM PRIMORIS SVCS CORP 0.3%
Value $1.323M Shares 16,980 Est. Cost $61.45 Unrealized +10.3%
BWA BORGWARNER INC 0.3%
Value $1.321M Shares 39,457 Est. Cost $29.94 Unrealized +1.4%
KMI KINDER MORGAN INC DEL 0.3%
Value $1.317M Shares 44,811 Est. Cost $26.76 Unrealized 0.0%
HON HONEYWELL INTL INC 0.3%
Value $1.317M Shares 5,657 Est. Cost $170.14 Unrealized +17.4%
ROK ROCKWELL AUTOMATION INC 0.3%
Value $1.313M Shares 3,953 Est. Cost $282.18 Unrealized 0.0%
GLW CORNING INC 0.3%
Value $1.304M Shares 24,791 Est. Cost $42.06 Unrealized +10.1%
MRK MERCK & CO INC 0.3%
Value $1.299M Shares 16,414 Est. Cost $81.63 Unrealized -5.2%
AMRX AMNEAL PHARMACEUTICALS INC 0.3%
Value $1.293M Shares 159,769 Est. Cost $6.94 Unrealized +8.7%
RTX RTX CORPORATION 0.3%
Value $1.288M Shares 8,818 Est. Cost $94.39 Unrealized +39.6%
MTZ MASTEC INC 0.3%
Value $1.288M Shares 7,555 Est. Cost $126.69 Unrealized +13.7%
EQH EQUITABLE HLDGS INC 0.3%
Value $1.287M Shares 22,949 Est. Cost $51.29 Unrealized -1.2%
MPC MARATHON PETE CORP 0.3%
Value $1.285M Shares 7,739 Est. Cost $143.37 Unrealized +3.1%
RMD RESMED INC 0.3%
Value $1.276M Shares 4,947 Est. Cost $237.28 Unrealized 0.0%
EPR EPR PPTYS 0.3%
Value $1.251M Shares 21,468 Est. Cost $58.26 Unrealized
GEN GEN DIGITAL INC 0.3%
Value $1.248M Shares 42,442 Est. Cost $27.14 Unrealized -0.4%
GEV GE VERNOVA INC 0.3%
Value $1.248M Shares 2,358 Est. Cost $311.89 Unrealized +33.4%
TRV TRAVELERS COMPANIES INC 0.3%
Value $1.245M Shares 4,652 Est. Cost $252.83 Unrealized +3.1%
LNG CHENIERE ENERGY INC 0.3%
Value $1.243M Shares 5,104 Est. Cost $192.95 Unrealized +20.0%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $1.226M Shares 7,624 Est. Cost $114.40 Unrealized +33.5%
COHR COHERENT CORP 0.3%
Value $1.225M Shares 13,732 Est. Cost $82.86 Unrealized -13.1%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $1.224M Shares 6,563 Est. Cost $159.99 Unrealized +3.7%
TBBK BANCORP INC DEL 0.3%
Value $1.222M Shares 21,447 Est. Cost $50.57 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.3%
Value $1.211M Shares 15,202 Est. Cost $81.05 Unrealized -9.1%
PTCT PTC THERAPEUTICS INC 0.3%
Value $1.205M Shares 24,679 Est. Cost $47.47 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.3%
Value $1.192M Shares 12,070 Est. Cost $81.39 Unrealized 0.0%
CPRX CATALYST PHARMACEUTICALS INC 0.3%
Value $1.191M Shares 54,906 Est. Cost $23.61 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.3%
Value $1.178M Shares 12,959 Est. Cost $90.04 Unrealized 0.0%
UNM UNUM GROUP 0.3%
Value $1.17M Shares 14,484 Est. Cost $46.82 Unrealized +68.7%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value $1.169M Shares 14,993 Est. Cost $79.69 Unrealized -3.0%
PPC PILGRIMS PRIDE CORP 0.3%
Value $1.163M Shares 25,855 Est. Cost $38.68 Unrealized +26.8%
LAD LITHIA MTRS INC 0.3%
Value $1.148M Shares 3,399 Est. Cost $340.53 Unrealized -9.2%
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value $1.14M Shares 68,039 Est. Cost $15.38 Unrealized -4.4%
GVA GRANITE CONSTR INC 0.3%
Value $1.109M Shares 11,857 Est. Cost $70.90 Unrealized +18.8%
ESE ESCO TECHNOLOGIES INC 0.3%
Value $1.102M Shares 5,742 Est. Cost $170.71 Unrealized 0.0%
DORM DORMAN PRODS INC 0.3%
Value $1.102M Shares 8,980 Est. Cost $121.60 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.3%
Value $1.1M Shares 21,181 Est. Cost $53.99 Unrealized -13.1%
GD GENERAL DYNAMICS CORP 0.3%
Value $1.093M Shares 3,748 Est. Cost $255.81 Unrealized +6.5%
VST VISTRA CORP 0.3%
Value $1.093M Shares 5,637 Est. Cost $60.89 Unrealized +142.2%
DAL DELTA AIR LINES INC DEL 0.3%
Value $1.087M Shares 22,107 Est. Cost $45.56 Unrealized 0.0%
STAG STAG INDL INC 0.3%
Value $1.073M Shares 29,580 Est. Cost $36.25 Unrealized
BE BLOOM ENERGY CORP 0.3%
Value $1.071M Shares 44,779 Est. Cost $22.94 Unrealized -15.6%
NWE NORTHWESTERN ENERGY GROUP IN 0.3%
Value $1.065M Shares 20,768 Est. Cost $46.58 Unrealized +14.9%
UNP UNION PAC CORP 0.3%
Value $1.064M Shares 4,626 Est. Cost $214.59 Unrealized +1.8%
HRB BLOCK H & R INC 0.3%
Value $1.038M Shares 18,906 Est. Cost $20.87 Unrealized +170.5%
REV GROUP INC 0.3%
Value $1.034M Shares 21,725 Est. Cost $47.59 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value $1.026M Shares 11,000 Est. Cost $75.15 Unrealized +9.5%
FFIV F5 INC 0.3%
Value $1.023M Shares 3,477 Est. Cost $245.54 Unrealized +12.5%
GPI GROUP 1 AUTOMOTIVE INC 0.3%
Value $1.013M Shares 2,320 Est. Cost $438.30 Unrealized -4.2%
CNC CENTENE CORP DEL 0.3%
Value $999K Shares 18,404 Est. Cost $68.53 Unrealized -14.4%
EXC EXELON CORP 0.2%
Value $974K Shares 22,431 Est. Cost $40.50 Unrealized +7.6%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value $965K Shares 10,056 Est. Cost $97.05 Unrealized -4.8%
FTI TECHNIPFMC PLC 0.2%
Value $962K Shares 27,945 Est. Cost $28.78 Unrealized +4.4%
EXE EXPAND ENERGY CORPORATION 0.2%
Value $958K Shares 8,190 Est. Cost $109.10 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value $932K Shares 2,933 Est. Cost $255.51 Unrealized +17.9%
LEA LEAR CORP 0.2%
Value $926K Shares 9,745 Est. Cost $92.19 Unrealized -6.6%
UGI UGI CORP NEW 0.2%
Value $873K Shares 23,963 Est. Cost $32.54 Unrealized +5.7%
OI O-I GLASS INC 0.2%
Value $868K Shares 58,863 Est. Cost $12.79 Unrealized 0.0%
LRN STRIDE INC 0.2%
Value $865K Shares 5,956 Est. Cost $144.65 Unrealized 0.0%
NXT NEXTRACKER INC 0.2%
Value $864K Shares 15,898 Est. Cost $50.16 Unrealized 0.0%
NEM NEWMONT CORP 0.2%
Value $854K Shares 14,650 Est. Cost $52.90 Unrealized 0.0%
EIX EDISON INTL 0.2%
Value $832K Shares 16,116 Est. Cost $57.03 Unrealized -6.9%
CVSA ADTALEM GLOBAL ED INC 0.2%
Value $814K Shares 6,397 Est. Cost $110.26 Unrealized +7.2%
FCX FREEPORT-MCMORAN INC 0.2%
Value $813K Shares 18,764 Est. Cost $37.70 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.2%
Value $797K Shares 3,418 Est. Cost $222.22 Unrealized 0.0%
WELL WELLTOWER INC 0.2%
Value $792K Shares 5,154 Est. Cost $147.88 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value $783K Shares 3,284 Est. Cost $198.80 Unrealized +21.5%
HUM HUMANA INC 0.2%
Value $774K Shares 3,167 Est. Cost $266.75 Unrealized -7.5%
EAT BRINKER INTL INC 0.2%
Value $771K Shares 4,273 Est. Cost $153.80 Unrealized +2.0%
CTAS CINTAS CORP 0.2%
Value $740K Shares 3,320 Est. Cost $201.33 Unrealized +6.3%
G GENPACT LIMITED 0.2%
Value $740K Shares 16,808 Est. Cost $41.78 Unrealized +7.6%
EA ELECTRONIC ARTS INC 0.2%
Value $738K Shares 4,620 Est. Cost $147.46 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.2%
Value $737K Shares 2,259 Est. Cost $276.71 Unrealized 0.0%
CCL CARNIVAL CORP 0.2%
Value $734K Shares 26,105 Est. Cost $21.40 Unrealized 0.0%
V VISA INC 0.2%
Value $728K Shares 2,050 Est. Cost $194.52 Unrealized +78.4%
VRSK VERISK ANALYTICS INC 0.2%
Value $705K Shares 2,262 Est. Cost $290.42 Unrealized +3.9%
ALL ALLSTATE CORP 0.2%
Value $690K Shares 3,426 Est. Cost $196.87 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC 0.2%
Value $684K Shares 3,777 Est. Cost $192.03 Unrealized -6.3%
CRH CRH PLC 0.2%
Value $684K Shares 7,446 Est. Cost $95.29 Unrealized -4.5%
RGLD ROYAL GOLD INC 0.2%
Value $673K Shares 3,784 Est. Cost $140.07 Unrealized +26.4%
LLY ELI LILLY & CO 0.2%
Value $653K Shares 838 Est. Cost $320.00 Unrealized +141.7%
VTR VENTAS INC 0.2%
Value $651K Shares 10,315 Est. Cost $62.47 Unrealized +2.4%
IRT INDEPENDENCE RLTY TR INC 0.2%
Value $641K Shares 36,219 Est. Cost $17.69 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value $632K Shares 639 Est. Cost $272.19 Unrealized +264.0%
CXW CORECIVIC INC 0.2%
Value $603K Shares 28,637 Est. Cost $21.56 Unrealized 0.0%
NVR NVR INC 0.2%
Value $598K Shares 81 Est. Cost $8420.58 Unrealized -14.9%
ORCL ORACLE CORP 0.1%
Value $569K Shares 2,602 Est. Cost $127.33 Unrealized +26.3%
PG PROCTER AND GAMBLE CO 0.1%
Value $530K Shares 3,324 Est. Cost $126.09 Unrealized +27.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $529K Shares 1,697 Est. Cost $320.83 Unrealized +16.9%
MA MASTERCARD INCORPORATED 0.1%
Value $523K Shares 930 Est. Cost $282.72 Unrealized +95.1%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value $521K Shares 14,189 Est. Cost $36.74 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $517K Shares 7,501 Est. Cost $57.81 Unrealized +11.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $501K Shares 708 Est. Cost $290.64 Unrealized +96.7%
SEZL SEZZLE INC 0.1%
Value $497K Shares 2,773 Est. Cost $88.51 Unrealized 0.0%
RL RALPH LAUREN CORP 0.1%
Value $485K Shares 1,769 Est. Cost $245.36 Unrealized 0.0%
CUSHMAN WAKEFIELD PLC 0.1%
Value $470K Shares 42,501 Est. Cost $11.07 Unrealized
ACI ALBERTSONS COS INC 0.1%
Value $464K Shares 21,586 Est. Cost $19.97 Unrealized +6.1%
OPCH OPTION CARE HEALTH INC 0.1%
Value $447K Shares 13,768 Est. Cost $32.31 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value $426K Shares 6,905 Est. Cost $66.14 Unrealized
PVH PVH CORPORATION 0.1%
Value $401K Shares 5,844 Est. Cost $72.49 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $367K Shares 1,152 Est. Cost $209.80 Unrealized +33.2%
PLMR PALOMAR HLDGS INC 0.1%
Value $361K Shares 2,341 Est. Cost $154.84 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value $351K Shares 4,966 Est. Cost $48.06 Unrealized +45.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value $348K Shares 4,694 Est. Cost $69.54 Unrealized 0.0%
CRM SALESFORCE INC 0.1%
Value $334K Shares 1,223 Est. Cost $212.86 Unrealized +25.0%
CI THE CIGNA GROUP 0.1%
Value $324K Shares 982 Est. Cost $237.65 Unrealized +33.8%
DIS DISNEY WALT CO 0.1%
Value $321K Shares 2,592 Est. Cost $103.44 Unrealized -0.6%
ABT ABBOTT LABS 0.1%
Value $320K Shares 2,356 Est. Cost $77.26 Unrealized +69.0%
MOD MODINE MFG CO 0.1%
Value $314K Shares 3,187 Est. Cost $89.24 Unrealized 0.0%
KR KROGER CO 0.1%
Value $295K Shares 4,109 Est. Cost $52.14 Unrealized +30.8%
LOW LOWES COS INC 0.1%
Value $290K Shares 1,308 Est. Cost $131.23 Unrealized +68.1%
INCY INCYTE CORP 0.1%
Value $284K Shares 4,171 Est. Cost $63.35 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value $282K Shares 601 Est. Cost $346.10 Unrealized +30.7%
PFE PFIZER INC 0.1%
Value $274K Shares 11,300 Est. Cost $25.55 Unrealized -12.5%
PEP PEPSICO INC 0.1%
Value $273K Shares 2,070 Est. Cost $133.20 Unrealized -1.6%
PGR PROGRESSIVE CORP 0.1%
Value $271K Shares 1,014 Est. Cost $158.87 Unrealized +62.1%
AMGN AMGEN INC 0.1%
Value $265K Shares 947 Est. Cost $162.53 Unrealized +70.9%
HCA HCA HEALTHCARE INC 0.1%
Value $264K Shares 689 Est. Cost $195.20 Unrealized +83.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value $256K Shares 857 Est. Cost $305.56 Unrealized -0.9%
ETN EATON CORP PLC 0.1%
Value $252K Shares 706 Est. Cost $209.69 Unrealized +46.3%
MCD MCDONALDS CORP 0.1%
Value $251K Shares 859 Est. Cost $224.63 Unrealized +35.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $249K Shares 1,755 Est. Cost $108.87 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $245K Shares 951 Est. Cost $68.29 Unrealized +220.1%
DE DEERE & CO 0.1%
Value $243K Shares 479 Est. Cost $250.60 Unrealized +93.4%
INTU INTUIT 0.1%
Value $237K Shares 301 Est. Cost $674.49 Unrealized 0.0%
CB CHUBB LIMITED 0.1%
Value $237K Shares 817 Est. Cost $149.18 Unrealized +92.4%
AMAT APPLIED MATLS INC 0.1%
Value $227K Shares 1,242 Est. Cost $157.45 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value $224K Shares 575 Est. Cost $279.58 Unrealized +41.9%
VC VISTEON CORP 0.1%
Value $223K Shares 2,390 Est. Cost $81.84 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value $220K Shares 1,778 Est. Cost $76.14 Unrealized +65.3%
TXN TEXAS INSTRS INC 0.1%
Value $218K Shares 1,048 Est. Cost $127.23 Unrealized +37.0%
COP CONOCOPHILLIPS 0.1%
Value $211K Shares 2,349 Est. Cost $86.07 Unrealized +2.3%
SPGI S&P GLOBAL INC 0.1%
Value $205K Shares 389 Est. Cost $446.84 Unrealized +11.1%
F FORD MTR CO 0.0%
Value $149K Shares 13,707 Est. Cost $10.82 Unrealized -8.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $128K Shares 11,147 Est. Cost $8.96 Unrealized
SABR SABRE CORP 0.0%
Value $59,708 Shares 18,895 Est. Cost $3.67 Unrealized -30.0%