WADDELL & ASSOCIATES, LLC Diversified Active

Location: Memphis, TN

CIK: 0001776757 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $1.482B (100.0% shares, 0.0% debt)

Holdings (379)

FDX FEDEX CORP 23.2%
Value $343M Shares 1,188,140 Est. Cost $249.79 Unrealized +4.7%
PAVE GLOBAL X FDS 6.2%
Value $91.64M Shares 1,917,540 Est. Cost $43.77 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 6.1%
Value $90.69M Shares 150,332 Est. Cost $488.70 Unrealized
FNDA SCHWAB STRATEGIC TR 6.0%
Value $88.98M Shares 2,823,762 Est. Cost $32.96 Unrealized
DGRW WISDOMTREE TR 6.0%
Value $88.62M Shares 990,996 Est. Cost $61.21 Unrealized
AUSF GLOBAL X FDS 5.0%
Value $73.87M Shares 1,593,001 Est. Cost $43.91 Unrealized
SCHK SCHWAB STRATEGIC TR 4.6%
Value $67.93M Shares 2,071,165 Est. Cost $30.27 Unrealized
CAPE DOUBLELINE ETF TRUST 4.6%
Value $67.61M Shares 2,097,338 Est. Cost $20.77 Unrealized
IEFA ISHARES TR 3.8%
Value $55.72M Shares 622,821 Est. Cost $59.22 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 3.4%
Value $49.85M Shares 197,090 Est. Cost $118.14 Unrealized
AVEM AMERICAN CENTY ETF TR 2.9%
Value $42.74M Shares 554,945 Est. Cost $57.67 Unrealized
EWX SPDR INDEX SHS FDS 2.9%
Value $42.51M Shares 647,449 Est. Cost $50.72 Unrealized
QQQE DIREXION SHS ETF TR 2.8%
Value $42.18M Shares 412,249 Est. Cost $84.98 Unrealized
AAPL APPLE INC 1.1%
Value $16.86M Shares 62,029 Est. Cost $168.23 Unrealized +59.5%
NVDA NVIDIA CORPORATION 0.7%
Value $10.29M Shares 55,178 Est. Cost $130.80 Unrealized +42.3%
SPY SPDR S&P 500 ETF TR 0.6%
Value $9.49M Shares 13,917 Est. Cost $414.81 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $9.332M Shares 19,296 Est. Cost $329.69 Unrealized +51.8%
PSLV SPROTT ASSET MANAGEMENT LP 0.5%
Value $7.933M Shares 335,445 Est. Cost $9.77 Unrealized
DBND DOUBLELINE ETF TRUST 0.5%
Value $7.63M Shares 164,566 Est. Cost $45.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $7.342M Shares 14,606 Est. Cost $324.99 Unrealized +53.1%
GOOG ALPHABET INC 0.4%
Value $6.429M Shares 20,487 Est. Cost $145.80 Unrealized +96.4%
LLY ELI LILLY & CO 0.4%
Value $6.068M Shares 5,646 Est. Cost $289.54 Unrealized +230.0%
WMT WALMART INC 0.4%
Value $6.035M Shares 54,173 Est. Cost $66.42 Unrealized +61.4%
CGV TWO RDS SHARED TR 0.4%
Value $5.955M Shares 404,304 Est. Cost $12.42 Unrealized
VLUE ISHARES TR 0.4%
Value $5.699M Shares 41,683 Est. Cost $92.46 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $4.382M Shares 22,944 Est. Cost $128.02 Unrealized
EFA ISHARES TR 0.3%
Value $4.293M Shares 44,704 Est. Cost $62.13 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value $4.142M Shares 12,854 Est. Cost $170.32 Unrealized +81.7%
GOOGL ALPHABET INC 0.2%
Value $3.593M Shares 11,478 Est. Cost $166.67 Unrealized +71.4%
ACWI ISHARES TR 0.2%
Value $3.572M Shares 25,247 Est. Cost $64.16 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $3.553M Shares 5,665 Est. Cost $411.47 Unrealized
IWF ISHARES TR 0.2%
Value $3.323M Shares 7,020 Est. Cost $424.58 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value $3.294M Shares 43,666 Est. Cost $49.99 Unrealized
AMZN AMAZON COM INC 0.2%
Value $3.255M Shares 14,101 Est. Cost $194.61 Unrealized +17.6%
IYW ISHARES TR 0.2%
Value $2.615M Shares 13,098 Est. Cost $115.32 Unrealized
AZO AUTOZONE INC 0.2%
Value $2.544M Shares 750 Est. Cost $2703.66 Unrealized +39.7%
META META PLATFORMS INC 0.2%
Value $2.355M Shares 3,567 Est. Cost $420.97 Unrealized +58.5%
XOM EXXON MOBIL CORP 0.2%
Value $2.333M Shares 19,385 Est. Cost $73.48 Unrealized +57.2%
HD HOME DEPOT INC 0.2%
Value $2.249M Shares 6,536 Est. Cost $317.33 Unrealized +14.9%
JNJ JOHNSON & JOHNSON 0.1%
Value $2.168M Shares 10,475 Est. Cost $154.49 Unrealized +27.5%
TSLA TESLA INC 0.1%
Value $2.155M Shares 4,791 Est. Cost $348.82 Unrealized +27.1%
MRK MERCK & CO INC 0.1%
Value $2.127M Shares 20,212 Est. Cost $80.43 Unrealized +15.9%
AVGO BROADCOM INC 0.1%
Value $1.999M Shares 5,777 Est. Cost $234.88 Unrealized +52.0%
ORCL ORACLE CORP 0.1%
Value $1.958M Shares 10,047 Est. Cost $130.48 Unrealized +82.4%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.86M Shares 13,183 Est. Cost $71.89 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.79M Shares 2,914 Est. Cost $450.93 Unrealized
GE GE AEROSPACE 0.1%
Value $1.729M Shares 5,614 Est. Cost $219.59 Unrealized +37.0%
PHYS SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.691M Shares 51,216 Est. Cost $14.61 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $1.687M Shares 51,788 Est. Cost $22.33 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $1.66M Shares 11,582 Est. Cost $132.54 Unrealized +11.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $1.655M Shares 5,798 Est. Cost $127.17 Unrealized +80.3%
NEM NEWMONT CORP 0.1%
Value $1.624M Shares 16,265 Est. Cost $58.98 Unrealized +52.9%
CEF SPROTT ASSET MANAGEMENT LP 0.1%
Value $1.61M Shares 35,146 Est. Cost $18.23 Unrealized
PEP PEPSICO INC 0.1%
Value $1.572M Shares 10,953 Est. Cost $137.19 Unrealized +6.4%
CB CHUBB LIMITED 0.1%
Value $1.553M Shares 4,975 Est. Cost $287.91 Unrealized +1.6%
WTAI WISDOMTREE TR 0.1%
Value $1.551M Shares 53,221 Est. Cost $19.45 Unrealized
AFL AFLAC INC 0.1%
Value $1.537M Shares 13,939 Est. Cost $55.58 Unrealized +97.6%
INTC INTEL CORP 0.1%
Value $1.507M Shares 40,833 Est. Cost $31.81 Unrealized +18.7%
ARTY ISHARES TR 0.1%
Value $1.481M Shares 30,735 Est. Cost $33.17 Unrealized
NFLX NETFLIX INC 0.1%
Value $1.386M Shares 14,783 Est. Cost $102.33 Unrealized +5.4%
RCAT RED CAT HLDGS INC 0.1%
Value $1.386M Shares 174,760 Est. Cost $6.30 Unrealized +52.0%
GD GENERAL DYNAMICS CORP 0.1%
Value $1.335M Shares 3,966 Est. Cost $301.67 Unrealized +13.0%
CNC CENTENE CORP DEL 0.1%
Value $1.327M Shares 32,237 Est. Cost $39.55 Unrealized -5.4%
COHR COHERENT CORP 0.1%
Value $1.323M Shares 7,170 Est. Cost $47.89 Unrealized +212.4%
TEAM ATLASSIAN CORPORATION 0.1%
Value $1.318M Shares 8,127 Est. Cost $156.92 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value $1.289M Shares 4,551 Est. Cost $193.75 Unrealized +27.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $1.283M Shares 23,787 Est. Cost $48.82 Unrealized -2.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.279M Shares 4,318 Est. Cost $129.90 Unrealized +130.0%
GEV GE VERNOVA INC 0.1%
Value $1.236M Shares 1,891 Est. Cost $480.60 Unrealized +26.7%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.224M Shares 6,391 Est. Cost $181.74 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $1.218M Shares 22,154 Est. Cost $42.89 Unrealized +22.8%
V VISA INC 0.1%
Value $1.18M Shares 3,364 Est. Cost $251.75 Unrealized +35.2%
CEFZ ELEVATION SERIES TRUST 0.1%
Value $1.174M Shares 143,391 Est. Cost $8.19 Unrealized
EIX EDISON INTL 0.1%
Value $1.169M Shares 19,476 Est. Cost $55.45 Unrealized +3.4%
SPMD SPDR SERIES TRUST 0.1%
Value $1.159M Shares 20,006 Est. Cost $45.83 Unrealized
CSCO CISCO SYS INC 0.1%
Value $1.145M Shares 14,858 Est. Cost $53.88 Unrealized +37.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.131M Shares 1,287 Est. Cost $441.33 Unrealized +84.3%
COF CAPITAL ONE FINL CORP 0.1%
Value $1.088M Shares 4,488 Est. Cost $204.57 Unrealized +8.6%
ANET ARISTA NETWORKS INC 0.1%
Value $1.087M Shares 8,295 Est. Cost $103.69 Unrealized +32.8%
CMI CUMMINS INC 0.1%
Value $1.084M Shares 2,123 Est. Cost $295.93 Unrealized +57.6%
CVX CHEVRON CORP NEW 0.1%
Value $1.082M Shares 7,102 Est. Cost $106.28 Unrealized +42.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value $1.076M Shares 201 Est. Cost $3403.60 Unrealized +51.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $1.07M Shares 39,482 Est. Cost $19.84 Unrealized +27.9%
FIX COMFORT SYS USA INC 0.1%
Value $1.068M Shares 1,144 Est. Cost $629.54 Unrealized +46.6%
ALL ALLSTATE CORP 0.1%
Value $1.065M Shares 5,117 Est. Cost $123.97 Unrealized +64.6%
PCG PG&E CORP 0.1%
Value $1.063M Shares 66,171 Est. Cost $15.01 Unrealized +6.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $1.052M Shares 12,346 Est. Cost $103.98 Unrealized -21.1%
VTR VENTAS INC 0.1%
Value $1.033M Shares 13,346 Est. Cost $66.73 Unrealized +12.4%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value $1.028M Shares 5,290 Est. Cost $153.92 Unrealized +11.4%
KO COCA COLA CO 0.1%
Value $1.021M Shares 14,610 Est. Cost $49.50 Unrealized +40.2%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value $997K Shares 3,622 Est. Cost $311.17 Unrealized -12.1%
AXP AMERICAN EXPRESS CO 0.1%
Value $982K Shares 2,655 Est. Cost $196.66 Unrealized +81.5%
ABNB AIRBNB INC 0.1%
Value $982K Shares 7,236 Est. Cost $126.64 Unrealized -1.7%
C CITIGROUP INC 0.1%
Value $953K Shares 8,165 Est. Cost $83.01 Unrealized +24.9%
SNOW SNOWFLAKE INC 0.1%
Value $949K Shares 4,325 Est. Cost $198.36 Unrealized +23.1%
INCY INCYTE CORP 0.1%
Value $948K Shares 9,598 Est. Cost $67.82 Unrealized +42.7%
VRT VERTIV HOLDINGS CO 0.1%
Value $936K Shares 5,776 Est. Cost $96.38 Unrealized +80.1%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $935K Shares 5,263 Est. Cost $167.95 Unrealized +7.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value $924K Shares 3,443 Est. Cost $276.54 Unrealized -8.1%
REGN REGENERON PHARMACEUTICALS 0.1%
Value $915K Shares 1,185 Est. Cost $608.78 Unrealized +11.5%
AMAT APPLIED MATLS INC 0.1%
Value $888K Shares 3,456 Est. Cost $153.53 Unrealized +56.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $879K Shares 4,213 Est. Cost $175.37 Unrealized +9.9%
GM GENERAL MTRS CO 0.1%
Value $873K Shares 10,737 Est. Cost $49.25 Unrealized +43.0%
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value $839K Shares 18,278 Est. Cost $45.20 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value $825K Shares 18,512 Est. Cost $33.98 Unrealized +24.2%
VRSN VERISIGN INC 0.1%
Value $823K Shares 3,389 Est. Cost $243.71 Unrealized +2.9%
PGR PROGRESSIVE CORP 0.1%
Value $823K Shares 3,614 Est. Cost $164.07 Unrealized +29.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value $823K Shares 1,701 Est. Cost $469.41 Unrealized +1.4%
NTRA NATERA INC 0.1%
Value $822K Shares 3,590 Est. Cost $179.21 Unrealized +16.4%
MEDP MEDPACE HLDGS INC 0.1%
Value $817K Shares 1,455 Est. Cost $487.04 Unrealized +16.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value $816K Shares 5,666 Est. Cost $200.65 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.1%
Value $795K Shares 9,216 Est. Cost $80.50 Unrealized +4.6%
PSA PUBLIC STORAGE OPER CO 0.1%
Value $791K Shares 3,047 Est. Cost $253.20 Unrealized +9.5%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $789K Shares 8,648 Est. Cost $88.92 Unrealized +9.9%
TJX TJX COS INC NEW 0.1%
Value $784K Shares 5,104 Est. Cost $142.68 Unrealized +3.5%
WFC WELLS FARGO CO NEW 0.1%
Value $781K Shares 8,385 Est. Cost $49.24 Unrealized +75.9%
LOW LOWES COS INC 0.1%
Value $751K Shares 3,114 Est. Cost $236.23 Unrealized +1.5%
ABBV ABBVIE INC 0.1%
Value $744K Shares 3,255 Est. Cost $151.40 Unrealized +50.3%
KMI KINDER MORGAN INC DEL 0.0%
Value $720K Shares 26,206 Est. Cost $25.70 Unrealized +4.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value $702K Shares 13,827 Est. Cost $41.26 Unrealized +5.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value $693K Shares 3,760 Est. Cost $191.67 Unrealized +5.3%
PSX PHILLIPS 66 0.0%
Value $686K Shares 5,314 Est. Cost $129.84 Unrealized +3.2%
FTNT FORTINET INC 0.0%
Value $682K Shares 8,591 Est. Cost $81.51 Unrealized +1.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value $680K Shares 10,451 Est. Cost $61.19 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $679K Shares 1,941 Est. Cost $373.58 Unrealized -9.0%
EQIX EQUINIX INC 0.0%
Value $657K Shares 857 Est. Cost $757.48 Unrealized +3.1%
MLI MUELLER INDS INC 0.0%
Value $644K Shares 5,614 Est. Cost $100.33 Unrealized +7.0%
AIQ GLOBAL X FDS 0.0%
Value $643K Shares 12,639 Est. Cost $43.69 Unrealized
PFE PFIZER INC 0.0%
Value $643K Shares 25,810 Est. Cost $28.45 Unrealized -12.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $640K Shares 3,990 Est. Cost $143.36 Unrealized +7.1%
DGS WISDOMTREE TR 0.0%
Value $640K Shares 11,176 Est. Cost $57.24 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $637K Shares 3,695 Est. Cost $115.07 Unrealized +31.7%
MA MASTERCARD INCORPORATED 0.0%
Value $625K Shares 1,095 Est. Cost $573.47 Unrealized -2.5%
EEM ISHARES TR 0.0%
Value $623K Shares 11,390 Est. Cost $42.29 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $615K Shares 3,169 Est. Cost $200.63 Unrealized -5.5%
ESTC ELASTIC N V 0.0%
Value $611K Shares 8,099 Est. Cost $82.62 Unrealized -1.2%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $609K Shares 14,192 Est. Cost $26.93 Unrealized
USMV ISHARES TR 0.0%
Value $609K Shares 6,470 Est. Cost $73.62 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $606K Shares 10,503 Est. Cost $49.63 Unrealized +19.6%
BA BOEING CO 0.0%
Value $601K Shares 2,769 Est. Cost $194.21 Unrealized +5.9%
FFLG FIDELITY COVINGTON TRUST 0.0%
Value $599K Shares 20,000 Est. Cost $29.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $595K Shares 5,994 Est. Cost $92.75 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value $591K Shares 4,448 Est. Cost $110.10 Unrealized +1.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $588K Shares 7,990 Est. Cost $62.88 Unrealized
DOV DOVER CORP 0.0%
Value $587K Shares 3,008 Est. Cost $181.83 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value $586K Shares 4,468 Est. Cost $90.27 Unrealized +30.0%
SCI SERVICE CORP INTL 0.0%
Value $579K Shares 7,426 Est. Cost $81.07 Unrealized -1.3%
MS MORGAN STANLEY 0.0%
Value $574K Shares 3,231 Est. Cost $88.20 Unrealized +88.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $571K Shares 1,728 Est. Cost $389.07 Unrealized -13.3%
WELL WELLTOWER INC 0.0%
Value $570K Shares 3,071 Est. Cost $163.41 Unrealized +14.1%
NVT NVENT ELECTRIC PLC 0.0%
Value $567K Shares 5,557 Est. Cost $69.36 Unrealized +49.4%
SPGI S&P GLOBAL INC 0.0%
Value $564K Shares 1,080 Est. Cost $403.70 Unrealized +22.4%
STE STERIS PLC 0.0%
Value $563K Shares 2,220 Est. Cost $246.22 Unrealized +2.0%
PPI INVESTMENT MANAGERS SER TR I 0.0%
Value $561K Shares 30,098 Est. Cost $14.90 Unrealized
MCD MCDONALDS CORP 0.0%
Value $560K Shares 1,832 Est. Cost $271.58 Unrealized +12.3%
AMP AMERIPRISE FINL INC 0.0%
Value $559K Shares 1,141 Est. Cost $473.82 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value $553K Shares 1,648 Est. Cost $277.75 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $551K Shares 5,886 Est. Cost $94.11 Unrealized -4.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value $545K Shares 7,855 Est. Cost $59.16 Unrealized +5.6%
LYFT LYFT INC 0.0%
Value $543K Shares 28,022 Est. Cost $15.26 Unrealized +36.3%
LRCX LAM RESEARCH CORP 0.0%
Value $539K Shares 3,149 Est. Cost $117.60 Unrealized +32.1%
NOW SERVICENOW INC 0.0%
Value $529K Shares 3,455 Est. Cost $172.82 Unrealized -0.7%
USB US BANCORP DEL 0.0%
Value $520K Shares 9,751 Est. Cost $48.72 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value $519K Shares 5,110 Est. Cost $80.31 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value $518K Shares 7,743 Est. Cost $71.58 Unrealized +5.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $517K Shares 1,800 Est. Cost $185.27 Unrealized +46.9%
TSN TYSON FOODS INC 0.0%
Value $517K Shares 8,814 Est. Cost $54.61 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value $514K Shares 4,023 Est. Cost $83.43 Unrealized +36.7%
QUAL ISHARES TR 0.0%
Value $514K Shares 2,586 Est. Cost $144.09 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value $511K Shares 5,351 Est. Cost $94.63 Unrealized
EXEL EXELIXIS INC 0.0%
Value $504K Shares 11,492 Est. Cost $41.37 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $502K Shares 2,772 Est. Cost $169.50 Unrealized 0.0%
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $502K Shares 25,059 Est. Cost $20.05 Unrealized
BWA BORGWARNER INC 0.0%
Value $500K Shares 11,096 Est. Cost $40.85 Unrealized +6.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value $498K Shares 1,718 Est. Cost $263.95 Unrealized +6.3%
TAFI AB ACTIVE ETFS INC 0.0%
Value $498K Shares 19,743 Est. Cost $25.21 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $495K Shares 1,455 Est. Cost $309.50 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value $493K Shares 2,885 Est. Cost $156.74 Unrealized +9.0%
MMM 3M CO 0.0%
Value $490K Shares 3,062 Est. Cost $148.08 Unrealized +10.2%
THC TENET HEALTHCARE CORP 0.0%
Value $489K Shares 2,459 Est. Cost $186.91 Unrealized +8.1%
DHR DANAHER CORPORATION 0.0%
Value $488K Shares 2,131 Est. Cost $205.65 Unrealized +6.8%
DKNG DRAFTKINGS INC NEW 0.0%
Value $487K Shares 14,124 Est. Cost $37.63 Unrealized -12.6%
KDP KEURIG DR PEPPER INC 0.0%
Value $483K Shares 17,234 Est. Cost $27.24 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value $483K Shares 8,267 Est. Cost $64.84 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value $482K Shares 5,952 Est. Cost $88.74 Unrealized +19.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value $482K Shares 4,820 Est. Cost $68.09 Unrealized +39.1%
TXT TEXTRON INC 0.0%
Value $477K Shares 5,470 Est. Cost $83.66 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $476K Shares 1,796 Est. Cost $195.23 Unrealized +27.1%
MSCI MSCI INC 0.0%
Value $476K Shares 829 Est. Cost $554.04 Unrealized +1.1%
ROST ROSS STORES INC 0.0%
Value $468K Shares 2,599 Est. Cost $166.60 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $460K Shares 3,245 Est. Cost $138.46 Unrealized +4.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $460K Shares 2,618 Est. Cost $180.30 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value $457K Shares 2,362 Est. Cost $171.50 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value $457K Shares 7,816 Est. Cost $51.03 Unrealized +5.0%
ADT ADT INC DEL 0.0%
Value $455K Shares 56,418 Est. Cost $8.34 Unrealized -0.8%
IT GARTNER INC 0.0%
Value $451K Shares 1,789 Est. Cost $263.85 Unrealized -8.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $450K Shares 12,166 Est. Cost $36.17 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value $450K Shares 1,996 Est. Cost $193.23 Unrealized +12.6%
SYY SYSCO CORP 0.0%
Value $448K Shares 6,079 Est. Cost $69.80 Unrealized +8.2%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $444K Shares 911 Est. Cost $465.69 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $435K Shares 1,241 Est. Cost $399.22 Unrealized -15.7%
JLL JONES LANG LASALLE INC 0.0%
Value $434K Shares 1,290 Est. Cost $313.44 Unrealized 0.0%
MDB MONGODB INC 0.0%
Value $431K Shares 1,028 Est. Cost $293.52 Unrealized +24.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value $431K Shares 3,673 Est. Cost $88.30 Unrealized +37.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value $426K Shares 3,670 Est. Cost $105.81 Unrealized +4.4%
APH AMPHENOL CORP NEW 0.0%
Value $425K Shares 3,148 Est. Cost $114.57 Unrealized +16.6%
AME AMETEK INC 0.0%
Value $422K Shares 2,055 Est. Cost $186.70 Unrealized +4.1%
T AT&T INC 0.0%
Value $410K Shares 16,504 Est. Cost $16.82 Unrealized +50.3%
HUBB HUBBELL INC 0.0%
Value $407K Shares 916 Est. Cost $389.44 Unrealized +12.3%
PTMC PACER FDS TR 0.0%
Value $405K Shares 11,366 Est. Cost $28.48 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $404K Shares 1,017 Est. Cost $407.20 Unrealized +8.7%
MPC MARATHON PETE CORP 0.0%
Value $402K Shares 2,470 Est. Cost $80.16 Unrealized +132.5%
RL RALPH LAUREN CORP 0.0%
Value $401K Shares 1,135 Est. Cost $314.09 Unrealized +8.3%
QEFA SPDR INDEX SHS FDS 0.0%
Value $398K Shares 4,394 Est. Cost $72.59 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value $396K Shares 13,562 Est. Cost $26.72 Unrealized +5.1%
DHI D R HORTON INC 0.0%
Value $394K Shares 2,734 Est. Cost $154.58 Unrealized -1.7%
CAT CATERPILLAR INC 0.0%
Value $393K Shares 686 Est. Cost $555.50 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $393K Shares 1,698 Est. Cost $202.86 Unrealized +12.1%
SRE SEMPRA 0.0%
Value $387K Shares 4,384 Est. Cost $84.33 Unrealized +7.4%
DVN DEVON ENERGY CORP NEW 0.0%
Value $383K Shares 10,458 Est. Cost $32.40 Unrealized +7.2%
CFLT CONFLUENT INC 0.0%
Value $382K Shares 12,645 Est. Cost $24.55 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $379K Shares 3,335 Est. Cost $119.93 Unrealized -8.7%
EVR EVERCORE INC 0.0%
Value $379K Shares 1,113 Est. Cost $312.46 Unrealized +2.7%
PINS PINTEREST INC 0.0%
Value $377K Shares 14,574 Est. Cost $32.86 Unrealized -12.4%
ORI OLD REP INTL CORP 0.0%
Value $377K Shares 8,267 Est. Cost $35.72 Unrealized +14.3%
PLD PROLOGIS INC. 0.0%
Value $376K Shares 2,945 Est. Cost $123.86 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value $373K Shares 3,598 Est. Cost $93.73 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $372K Shares 13,815 Est. Cost $24.44 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $371K Shares 1,280 Est. Cost $280.03 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value $371K Shares 3,716 Est. Cost $103.16 Unrealized -2.1%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $370K Shares 8,348 Est. Cost $42.84 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $370K Shares 2,939 Est. Cost $107.39 Unrealized +31.1%
IOO ISHARES TR 0.0%
Value $368K Shares 2,909 Est. Cost $72.00 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $366K Shares 7,433 Est. Cost $39.47 Unrealized +16.0%
AON AON PLC 0.0%
Value $362K Shares 1,025 Est. Cost $334.52 Unrealized +4.4%
ARMK ARAMARK 0.0%
Value $358K Shares 9,725 Est. Cost $37.92 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value $358K Shares 767 Est. Cost $463.73 Unrealized 0.0%
IVZ INVESCO LTD 0.0%
Value $357K Shares 13,600 Est. Cost $15.60 Unrealized +56.0%
DLR DIGITAL RLTY TR INC 0.0%
Value $357K Shares 2,309 Est. Cost $151.26 Unrealized +7.9%
CCK CROWN HLDGS INC 0.0%
Value $356K Shares 3,459 Est. Cost $96.37 Unrealized +1.0%
ROKU ROKU INC 0.0%
Value $355K Shares 3,273 Est. Cost $92.74 Unrealized +9.4%
SF STIFEL FINL CORP 0.0%
Value $354K Shares 2,826 Est. Cost $119.59 Unrealized 0.0%
HUBS HUBSPOT INC 0.0%
Value $349K Shares 870 Est. Cost $493.89 Unrealized -16.1%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value $349K Shares 7,328 Est. Cost $43.39 Unrealized +1.9%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $348K Shares 6,368 Est. Cost $55.02 Unrealized -0.5%
JEF JEFFERIES FINL GROUP INC 0.0%
Value $346K Shares 5,581 Est. Cost $56.69 Unrealized 0.0%
MTCH MATCH GROUP INC NEW 0.0%
Value $345K Shares 10,673 Est. Cost $35.17 Unrealized -6.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $344K Shares 4,043 Est. Cost $79.14 Unrealized +10.5%
ABT ABBOTT LABS 0.0%
Value $342K Shares 2,726 Est. Cost $127.79 Unrealized -0.4%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value $341K Shares 14,125 Est. Cost $24.14 Unrealized
GAP GAP INC 0.0%
Value $341K Shares 13,319 Est. Cost $24.07 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.0%
Value $337K Shares 2,428 Est. Cost $165.20 Unrealized -19.5%
CAMX ADVISORS INNER CIRCLE FD 0.0%
Value $334K Shares 10,604 Est. Cost $23.50 Unrealized
VEEV VEEVA SYS INC 0.0%
Value $334K Shares 1,494 Est. Cost $263.87 Unrealized +0.6%
PB PROSPERITY BANCSHARES INC 0.0%
Value $333K Shares 4,821 Est. Cost $67.02 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value $332K Shares 2,193 Est. Cost $129.79 Unrealized +13.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $328K Shares 2,742 Est. Cost $92.50 Unrealized +24.1%
VLO VALERO ENERGY CORP 0.0%
Value $328K Shares 2,012 Est. Cost $122.99 Unrealized +37.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value $327K Shares 1,053 Est. Cost $161.79 Unrealized +76.4%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $327K Shares 3,703 Est. Cost $83.87 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.0%
Value $327K Shares 4,044 Est. Cost $60.20 Unrealized +40.4%
MDT MEDTRONIC PLC 0.0%
Value $325K Shares 3,387 Est. Cost $92.38 Unrealized +5.1%
NYT NEW YORK TIMES CO 0.0%
Value $323K Shares 4,654 Est. Cost $57.49 Unrealized +7.5%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $320K Shares 1,929 Est. Cost $177.05 Unrealized -4.7%
VIK VIKING HOLDINGS LTD 0.0%
Value $320K Shares 4,476 Est. Cost $63.81 Unrealized 0.0%
GDDY GODADDY INC 0.0%
Value $317K Shares 2,551 Est. Cost $129.40 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value $316K Shares 1,166 Est. Cost $250.62 Unrealized 0.0%
DE DEERE & CO 0.0%
Value $314K Shares 674 Est. Cost $413.99 Unrealized +13.0%
SYK STRYKER CORPORATION 0.0%
Value $313K Shares 891 Est. Cost $291.66 Unrealized +24.6%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $310K Shares 7,840 Est. Cost $27.15 Unrealized
SYNOVUS FINL CORP 0.0%
Value $309K Shares 6,174 Est. Cost $49.38 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $307K Shares 630 Est. Cost $418.36 Unrealized
BIIB BIOGEN INC 0.0%
Value $307K Shares 1,742 Est. Cost $135.54 Unrealized +20.5%
TFX TELEFLEX INCORPORATED 0.0%
Value $306K Shares 2,508 Est. Cost $121.00 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $305K Shares 8,351 Est. Cost $36.67 Unrealized -7.5%
NTRS NORTHERN TR CORP 0.0%
Value $304K Shares 2,224 Est. Cost $130.74 Unrealized 0.0%
TTC TORO CO 0.0%
Value $303K Shares 3,847 Est. Cost $76.67 Unrealized -3.6%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $301K Shares 5,085 Est. Cost $52.10 Unrealized
SNDK SANDISK CORP 0.0%
Value $301K Shares 1,266 Est. Cost $200.29 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $300K Shares 2,978 Est. Cost $97.37 Unrealized 0.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $297K Shares 2,695 Est. Cost $110.64 Unrealized 0.0%
CRH CRH PLC 0.0%
Value $294K Shares 2,352 Est. Cost $106.11 Unrealized +12.3%
NDAQ NASDAQ INC 0.0%
Value $292K Shares 3,005 Est. Cost $91.62 Unrealized -2.1%
OMC OMNICOM GROUP INC 0.0%
Value $291K Shares 3,603 Est. Cost $75.76 Unrealized 0.0%
GLW CORNING INC 0.0%
Value $291K Shares 3,320 Est. Cost $67.04 Unrealized +28.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $290K Shares 4,880 Est. Cost $58.89 Unrealized -7.5%
USFD US FOODS HLDG CORP 0.0%
Value $290K Shares 3,847 Est. Cost $71.34 Unrealized +5.3%
MCK MCKESSON CORP 0.0%
Value $290K Shares 353 Est. Cost $815.57 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value $289K Shares 3,636 Est. Cost $67.82 Unrealized +16.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $288K Shares 1,664 Est. Cost $189.05 Unrealized -3.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $288K Shares 7,079 Est. Cost $40.48 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value $288K Shares 727 Est. Cost $294.14 Unrealized
NNN NNN REIT INC 0.0%
Value $284K Shares 7,172 Est. Cost $39.63 Unrealized
AA ALCOA CORP 0.0%
Value $284K Shares 5,346 Est. Cost $40.88 Unrealized 0.0%
IWO ISHARES TR 0.0%
Value $282K Shares 874 Est. Cost $285.86 Unrealized
MORN MORNINGSTAR INC 0.0%
Value $277K Shares 1,273 Est. Cost $216.57 Unrealized 0.0%
BPOP POPULAR INC 0.0%
Value $276K Shares 2,215 Est. Cost $118.24 Unrealized -0.5%
CW CURTISS WRIGHT CORP 0.0%
Value $275K Shares 498 Est. Cost $506.01 Unrealized +10.2%
DINO HF SINCLAIR CORP 0.0%
Value $272K Shares 5,893 Est. Cost $34.97 Unrealized +46.7%
WMB WILLIAMS COS INC 0.0%
Value $270K Shares 4,490 Est. Cost $57.70 Unrealized +4.1%
TGT TARGET CORP 0.0%
Value $269K Shares 2,756 Est. Cost $91.63 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $269K Shares 1,123 Est. Cost $236.85 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value $267K Shares 437 Est. Cost $611.08 Unrealized +6.0%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $267K Shares 5,570 Est. Cost $45.41 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $266K Shares 746 Est. Cost $295.72 Unrealized +19.6%
POET POET TECHNOLOGIES INC 0.0%
Value $262K Shares 41,346 Est. Cost $4.48 Unrealized +41.6%
FIVE FIVE BELOW INC 0.0%
Value $260K Shares 1,379 Est. Cost $162.56 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value $259K Shares 8,069 Est. Cost $32.10 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value $258K Shares 2,548 Est. Cost $100.88 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.0%
Value $258K Shares 2,493 Est. Cost $65.84 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $258K Shares 1,350 Est. Cost $186.29 Unrealized +2.4%
HAL HALLIBURTON CO 0.0%
Value $257K Shares 9,104 Est. Cost $26.29 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value $257K Shares 1,099 Est. Cost $194.00 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $251K Shares 3,276 Est. Cost $61.11 Unrealized +17.3%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $250K Shares 2,169 Est. Cost $108.19 Unrealized +8.8%
CCOR LISTED FDS TR 0.0%
Value $249K Shares 9,490 Est. Cost $29.96 Unrealized
DASH DOORDASH INC 0.0%
Value $246K Shares 1,087 Est. Cost $207.74 Unrealized +12.9%
TOL TOLL BROTHERS INC 0.0%
Value $246K Shares 1,818 Est. Cost $130.53 Unrealized +4.0%
CTRA COTERRA ENERGY INC 0.0%
Value $246K Shares 9,333 Est. Cost $25.10 Unrealized 0.0%
CACI CACI INTL INC 0.0%
Value $245K Shares 459 Est. Cost $565.09 Unrealized 0.0%
GLOF ISHARES TR 0.0%
Value $244K Shares 4,614 Est. Cost $27.53 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value $239K Shares 13,883 Est. Cost $5.62 Unrealized +120.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $237K Shares 3,523 Est. Cost $64.40 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value $237K Shares 1,875 Est. Cost $121.46 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $237K Shares 6,882 Est. Cost $33.87 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value $235K Shares 747 Est. Cost $285.30 Unrealized
CRBG COREBRIDGE FINL INC 0.0%
Value $234K Shares 7,754 Est. Cost $30.55 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value $232K Shares 1,032 Est. Cost $285.11 Unrealized -1.0%
CTVA CORTEVA INC 0.0%
Value $232K Shares 3,461 Est. Cost $64.54 Unrealized 0.0%
PSTG PURE STORAGE INC 0.0%
Value $232K Shares 3,460 Est. Cost $70.91 Unrealized +17.8%
GTLB GITLAB INC 0.0%
Value $231K Shares 6,165 Est. Cost $43.29 Unrealized 0.0%
HPQ HP INC 0.0%
Value $230K Shares 10,339 Est. Cost $25.25 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $230K Shares 1,954 Est. Cost $97.71 Unrealized +9.6%
ADSK AUTODESK INC 0.0%
Value $229K Shares 775 Est. Cost $283.70 Unrealized +6.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $229K Shares 514 Est. Cost $462.16 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value $228K Shares 2,780 Est. Cost $78.03 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value $227K Shares 2,032 Est. Cost $117.36 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value $227K Shares 1,622 Est. Cost $135.24 Unrealized +0.2%
TW TRADEWEB MKTS INC 0.0%
Value $226K Shares 2,104 Est. Cost $107.35 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $225K Shares 4,188 Est. Cost $47.78 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $224K Shares 575 Est. Cost $393.45 Unrealized +5.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $223K Shares 1,992 Est. Cost $101.05 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value $223K Shares 258 Est. Cost $930.02 Unrealized -2.6%
EA ELECTRONIC ARTS INC 0.0%
Value $221K Shares 1,083 Est. Cost $165.25 Unrealized +22.1%
CME CME GROUP INC 0.0%
Value $221K Shares 810 Est. Cost $270.74 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.0%
Value $218K Shares 5,030 Est. Cost $40.01 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value $214K Shares 1,051 Est. Cost $193.39 Unrealized 0.0%
ASH ASHLAND INC 0.0%
Value $213K Shares 3,625 Est. Cost $49.89 Unrealized +5.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $211K Shares 1,139 Est. Cost $186.43 Unrealized 0.0%
AXS AXIS CAP HLDGS LTD 0.0%
Value $210K Shares 1,957 Est. Cost $99.34 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value $209K Shares 1,706 Est. Cost $120.88 Unrealized 0.0%
DDOG DATADOG INC 0.0%
Value $209K Shares 1,539 Est. Cost $158.02 Unrealized 0.0%
AL AIR LEASE CORP 0.0%
Value $209K Shares 3,254 Est. Cost $63.69 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value $208K Shares 1,522 Est. Cost $138.68 Unrealized
AMCOR PLC 0.0%
Value $208K Shares 24,947 Est. Cost $8.25 Unrealized 0.0%
ATI ATI INC 0.0%
Value $207K Shares 1,801 Est. Cost $97.45 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $205K Shares 8,545 Est. Cost $23.28 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $205K Shares 2,353 Est. Cost $77.08 Unrealized +6.7%
NEE NEXTERA ENERGY INC 0.0%
Value $205K Shares 2,552 Est. Cost $82.50 Unrealized 0.0%
IWB ISHARES TR 0.0%
Value $205K Shares 548 Est. Cost $373.44 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $204K Shares 1,104 Est. Cost $179.99 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $204K Shares 15,559 Est. Cost $12.83 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value $204K Shares 7,324 Est. Cost $27.64 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value $203K Shares 336 Est. Cost $549.70 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value $202K Shares 3,643 Est. Cost $59.86 Unrealized +2.0%
EHC ENCOMPASS HEALTH CORP 0.0%
Value $202K Shares 1,901 Est. Cost $118.66 Unrealized -2.5%
NAKA KINDLY MD INC 0.0%
Value $201K Shares 572,370 Est. Cost $7.93 Unrealized -91.8%
PCAR PACCAR INC 0.0%
Value $201K Shares 1,832 Est. Cost $101.22 Unrealized 0.0%
S SENTINELONE INC 0.0%
Value $172K Shares 11,455 Est. Cost $16.38 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value $132K Shares 15,807 Est. Cost $12.20 Unrealized -29.3%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $127K Shares 12,472 Est. Cost $9.25 Unrealized +11.3%
CRT CROSS TIMBERS RTY TR 0.0%
Value $122K Shares 15,417 Est. Cost $13.98 Unrealized
GT GOODYEAR TIRE & RUBR CO 0.0%
Value $114K Shares 12,981 Est. Cost $7.88 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $108K Shares 21,668 Est. Cost $5.04 Unrealized
PK PARK HOTELS & RESORTS INC 0.0%
Value $105K Shares 10,006 Est. Cost $11.08 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value $75,988 Shares 13,192 Est. Cost $9.61 Unrealized
BLNE BEELINE HOLDINGS INC 0.0%
Value $53,320 Shares 31,000 Est. Cost $1.97 Unrealized +23.5%
AGL AGILON HEALTH INC 0.0%
Value $16,086 Shares 23,357 Est. Cost $0.78 Unrealized 0.0%
DVLT DATAVAULT AI INC 0.0%
Value $15,452 Shares 23,696 Est. Cost $1.78 Unrealized 0.0%