Legacy Wealth Asset Management, LLC Diversified Active

Location: Woodbury, MN

CIK: 0001846151 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 9, 2026

Total Value: $456M (100.0% shares, 0.0% debt)

Holdings (380)

New Positions (32)

MICC MAGNUM ICE CREAM CO NV 0.6%
Value $2.638M Shares 151,505 Est. Cost $17.41 Unrealized
ENTG ENTEGRIS INC 0.2%
Value $766K Shares 4,260 Est. Cost $179.86 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value $748K Shares 2,751 Est. Cost $271.95 Unrealized
MOG/A MOOG INC 0.1%
Value $528K Shares 1,245 Est. Cost $423.84 Unrealized
PSMT PRICESMART INC 0.1%
Value $507K Shares 2,594 Est. Cost $195.34 Unrealized
GLOB GLOBANT S A 0.1%
Value $491K Shares 16,972 Est. Cost $28.94 Unrealized
IRM IRON MTN INC DEL 0.1%
Value $408K Shares 3,231 Est. Cost $126.33 Unrealized
BMI BADGER METER INC 0.1%
Value $351K Shares 2,368 Est. Cost $148.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $347K Shares 1,552 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.1%
Value $343K Shares 1,552 Est. Cost $221.08 Unrealized
ROKU ROKU INC 0.1%
Value $325K Shares 2,354 Est. Cost $138.14 Unrealized
TWLO TWILIO INC 0.1%
Value $306K Shares 1,485 Est. Cost $206.33 Unrealized
WINA WINMARK CORP 0.1%
Value $295K Shares 697 Est. Cost $423.08 Unrealized
SIGI SELECTIVE INS GROUP INC 0.1%
Value $284K Shares 2,926 Est. Cost $97.01 Unrealized
LPLA LPL FINL HLDGS INC 0.1%
Value $278K Shares 988 Est. Cost $281.68 Unrealized
ECG EVERUS CONSTR GROUP 0.1%
Value $274K Shares 1,649 Est. Cost $165.95 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value $267K Shares 5,350 Est. Cost $50.00 Unrealized
WERN WERNER ENTERPRISES INC 0.1%
Value $259K Shares 5,928 Est. Cost $43.61 Unrealized
CNS COHEN & STEERS INC 0.1%
Value $254K Shares 3,338 Est. Cost $76.14 Unrealized
MTRN MATERION CORP 0.1%
Value $250K Shares 841 Est. Cost $297.39 Unrealized
FLS FLOWSERVE CORP 0.1%
Value $249K Shares 3,361 Est. Cost $74.16 Unrealized
BBY BEST BUY INC 0.1%
Value $235K Shares 3,098 Est. Cost $75.88 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value $235K Shares 1,243 Est. Cost $188.69 Unrealized
GMED GLOBUS MED INC 0.1%
Value $234K Shares 2,959 Est. Cost $79.01 Unrealized
CPRT COPART INC 0.0%
Value $224K Shares 7,954 Est. Cost $28.19 Unrealized
HUBG HUB GROUP INC 0.0%
Value $218K Shares 4,989 Est. Cost $43.79 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $217K Shares 5,129 Est. Cost $42.31 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $212K Shares 1,885 Est. Cost $112.32 Unrealized
GTES GATES INDL CORP PLC 0.0%
Value $206K Shares 7,382 Est. Cost $27.97 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.0%
Value $203K Shares 1,576 Est. Cost $128.55 Unrealized
NVST ENVISTA HOLDINGS CORPORATION 0.0%
Value $200K Shares 7,595 Est. Cost $26.35 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value $174K Shares 10,408 Est. Cost $16.69 Unrealized

Increased Positions (87)

RBA RB GLOBAL INC 0.7%
Value $3.068M (+176.2%) Shares 26,343 (+127.3%) Est. Cost $98.40 Unrealized
GMAB GENMAB A/S 0.6%
Value $2.806M (+170.4%) Shares 102,164 (+164.1%) Est. Cost $27.67 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value $2.22M (+222.8%) Shares 16,892 (+250.9%) Est. Cost $128.89 Unrealized
ESUM STRATEGY SHS 1.8%
Value $8.003M (+22.2%) Shares 261,253 (+4.4%) Est. Cost $26.25 Unrealized
SNDK SANDISK CORP 0.4%
Value $1.755M (+263.5%) Shares 772 (+1.6%) Est. Cost $543.81 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.3%
Value $1.499M (+470.8%) Shares 4,496 (+92.3%) Est. Cost $218.39 Unrealized
PTL NORTHERN LTS FD TR IV 1.8%
Value $8.24M (+16.2%) Shares 28,803 (+1.8%) Est. Cost $232.10 Unrealized
WCN WASTE CONNECTIONS INC 0.6%
Value $2.661M (+72.5%) Shares 15,966 (+68.1%) Est. Cost $152.15 Unrealized
HDB HDFC BANK LTD 0.6%
Value $2.876M (+45.3%) Shares 111,349 (+39.9%) Est. Cost $38.99 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.4%
Value $1.979M (+72.2%) Shares 177,468 (+74.0%) Est. Cost $8.66 Unrealized
MMM 3M CO 0.6%
Value $2.555M (+47.2%) Shares 15,779 (+32.0%) Est. Cost $136.84 Unrealized
TFLO ISHARES TR 2.4%
Value $10.91M (+8.0%) Shares 215,534 (+8.0%) Est. Cost $50.55 Unrealized
WWJD NORTHERN LTS FD TR IV 2.4%
Value $11.15M (+6.0%) Shares 292,460 (+3.9%) Est. Cost $32.47 Unrealized
CHE CHEMED CORP NEW 0.3%
Value $1.423M (+55.1%) Shares 3,056 (+25.8%) Est. Cost $487.54 Unrealized
TTE TOTALENERGIES SE 0.5%
Value $2.345M (+24.8%) Shares 30,163 (+46.0%) Est. Cost $73.50 Unrealized
SW SMURFIT WESTROCK PLC 0.3%
Value $1.453M (+43.0%) Shares 31,416 (+23.1%) Est. Cost $46.07 Unrealized
KLAC KLA CORP 0.2%
Value $792K (+109.3%) Shares 2,625 (+921.4%) Est. Cost $346.02 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.6%
Value $2.726M (+16.6%) Shares 27,237 (+5.6%) Est. Cost $61.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $1.015M (-26.9%) Shares 23,779 (+7.5%) Est. Cost $58.98 Unrealized
IBD NORTHERN LTS FD TR IV 1.0%
Value $4.392M (+7.9%) Shares 184,769 (+8.3%) Est. Cost $25.42 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.5%
Value $2.222M (+13.0%) Shares 81,715 (+13.8%) Est. Cost $20.81 Unrealized
NSP INSPERITY INC 0.2%
Value $695K (+57.1%) Shares 16,822 (+2.8%) Est. Cost $77.97 Unrealized
TM TOYOTA MOTOR CORP 0.3%
Value $1.204M (-17.1%) Shares 7,150 (+1.4%) Est. Cost $140.85 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.2%
Value $787K (+45.3%) Shares 8,634 (+2.9%) Est. Cost $64.99 Unrealized
AEIS ADVANCED ENERGY INDS 0.2%
Value $776K (+43.8%) Shares 2,082 (+24.4%) Est. Cost $238.95 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $398K (-36.5%) Shares 3,200 (+1.2%) Est. Cost $289.81 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $605K (+58.8%) Shares 3,371 (+59.4%) Est. Cost $167.30 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.2%
Value $770K (+39.7%) Shares 16,131 (+3.1%) Est. Cost $39.47 Unrealized
CPT CAMDEN PPTY TR 0.2%
Value $748K (+39.9%) Shares 6,529 (+19.3%) Est. Cost $96.48 Unrealized
PAYC PAYCOM SOFTWARE INC 0.2%
Value $915K (+29.7%) Shares 7,277 (+25.4%) Est. Cost $162.40 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $862K (-19.3%) Shares 7,385 (+1.2%) Est. Cost $161.74 Unrealized
GE GE AEROSPACE 0.1%
Value $658K (+45.4%) Shares 1,760 (+10.4%) Est. Cost $309.39 Unrealized
SNPS SYNOPSYS INC 0.4%
Value $1.616M (+14.1%) Shares 3,623 (+1.4%) Est. Cost $543.77 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $1.707M (+13.2%) Shares 7,622 (+2.7%) Est. Cost $241.47 Unrealized
TMUS T-MOBILE US INC 0.2%
Value $812K (-19.2%) Shares 4,844 (+1.2%) Est. Cost $145.82 Unrealized
ICLR ICON PUB LTD CO 0.1%
Value $507K (+60.0%) Shares 2,921 (+1.9%) Est. Cost $210.94 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value $1.753M (+11.9%) Shares 9,833 (+2543.3%) Est. Cost $260.60 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.1%
Value $565K (+46.5%) Shares 35,918 (+6.8%) Est. Cost $22.64 Unrealized
MDB MONGODB INC 0.1%
Value $404K (+78.4%) Shares 1,204 (+30.0%) Est. Cost $357.78 Unrealized
ADBE ADOBE INC 0.3%
Value $1.199M (-12.6%) Shares 5,850 (+3.6%) Est. Cost $388.67 Unrealized
ADSK AUTODESK INC 0.2%
Value $815K (-17.2%) Shares 4,193 (+2.0%) Est. Cost $229.72 Unrealized
FFBC 1ST FINL BANCORP 0.1%
Value $630K (+35.2%) Shares 18,620 (+11.4%) Est. Cost $28.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value $1.185M (-12.0%) Shares 2,981 (+2.0%) Est. Cost $280.04 Unrealized
ROG ROGERS CORP 0.1%
Value $376K (+73.0%) Shares 2,297 (+13.4%) Est. Cost $108.71 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value $615K (+33.5%) Shares 10,652 (+3.3%) Est. Cost $57.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $1.33M (-10.3%) Shares 10,800 (+14.6%) Est. Cost $115.39 Unrealized
ENSG ENSIGN GROUP INC 0.5%
Value $2.1M (-6.7%) Shares 13,098 (+17.3%) Est. Cost $86.09 Unrealized
YMM FULL TRUCK ALLIANCE CO LTD 0.2%
Value $778K (+21.6%) Shares 95,825 (+24.3%) Est. Cost $8.26 Unrealized
EMBJ EMBRAER S.A. 0.3%
Value $1.33M (+11.6%) Shares 20,848 (+3.8%) Est. Cost $12.86 Unrealized
NKE NIKE INC 0.1%
Value $537K (-19.3%) Shares 13,073 (+3.9%) Est. Cost $78.28 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value $1.737M (+7.3%) Shares 29,851 (+7.9%) Est. Cost $60.05 Unrealized
HLIO HELIOS TECHNOLOGIES INC 0.1%
Value $365K (+40.3%) Shares 4,086 (+1.7%) Est. Cost $47.83 Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value $599K (+20.0%) Shares 450 (+4.4%) Est. Cost $1360.32 Unrealized
PLD PROLOGIS INC. 0.3%
Value $1.199M (+8.1%) Shares 8,854 (+5.5%) Est. Cost $115.03 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value $855K (+11.7%) Shares 18,257 (+12.0%) Est. Cost $51.63 Unrealized
SSNC SS&C TECH HLDGS 0.1%
Value $519K (+18.6%) Shares 8,364 (+29.2%) Est. Cost $61.27 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value $974K (+9.1%) Shares 2,829 (+1.5%) Est. Cost $274.54 Unrealized
REG REGENCY CTRS CORP 0.1%
Value $290K (+38.7%) Shares 3,642 (+31.6%) Est. Cost $70.79 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value $772K (+11.4%) Shares 8,904 (+1.1%) Est. Cost $77.50 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.4%
Value $1.606M (+4.7%) Shares 29,110 (+5.0%) Est. Cost $72.09 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.1%
Value $466K (+17.8%) Shares 224 (+6.7%) Est. Cost $1900.58 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $540K (-10.6%) Shares 5,956 (+1.2%) Est. Cost $105.01 Unrealized
NICE NICE LTD 0.1%
Value $345K (-15.6%) Shares 3,796 (+2.4%) Est. Cost $157.57 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $358K (+18.3%) Shares 4,158 (+500.0%) Est. Cost $129.15 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value $472K (+12.8%) Shares 5,578 (+2.9%) Est. Cost $72.71 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.2%
Value $844K (+6.7%) Shares 38,965 (+3.0%) Est. Cost $25.91 Unrealized
IDXX IDEXX LABS INC 0.1%
Value $257K (+21.6%) Shares 488 (+29.8%) Est. Cost $637.27 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $200K (-17.6%) Shares 4,013 (+32.1%) Est. Cost $84.88 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $574K (+7.5%) Shares 16,868 (+1.2%) Est. Cost $55.10 Unrealized
SHY ISHARES TR 0.4%
Value $1.732M (+2.3%) Shares 21,095 (+2.8%) Est. Cost $85.18 Unrealized
NU NU HLDGS LTD 0.1%
Value $679K (-5.3%) Shares 50,790 (+1.9%) Est. Cost $11.68 Unrealized
BZ KANZHUN LIMITED 0.3%
Value $1.305M (-2.5%) Shares 101,431 (+1.5%) Est. Cost $17.55 Unrealized
FISV FISERV INC 0.1%
Value $303K (-9.2%) Shares 6,184 (+3.3%) Est. Cost $88.30 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $925K (-3.1%) Shares 2,272 (+1.2%) Est. Cost $396.83 Unrealized
MCO MOODYS CORP 0.1%
Value $579K (+5.1%) Shares 1,278 (+1.2%) Est. Cost $501.06 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.1%
Value $682K (-3.3%) Shares 329 (+2.5%) Est. Cost $1150.42 Unrealized
BWX SPDR SERIES TRUST 0.2%
Value $763K (+3.0%) Shares 35,211 (+4.3%) Est. Cost $28.16 Unrealized
NGG NATIONAL GRID PLC 0.2%
Value $810K (+2.7%) Shares 9,772 (+4.8%) Est. Cost $77.71 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $746K (-2.7%) Shares 1,797 (+1.7%) Est. Cost $438.73 Unrealized
AOS SMITH A O CORP 0.1%
Value $574K (-3.4%) Shares 9,145 (+1.6%) Est. Cost $65.57 Unrealized
BWZ SPDR SERIES TRUST 0.2%
Value $818K (+2.4%) Shares 30,582 (+3.0%) Est. Cost $30.93 Unrealized
NOW SERVICENOW INC 0.3%
Value $1.356M (-1.4%) Shares 13,656 (+3.9%) Est. Cost $150.36 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value $221K (+9.2%) Shares 2,368 (+2.8%) Est. Cost $85.22 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value $715K (+2.6%) Shares 421 (+4.5%) Est. Cost $1130.90 Unrealized
WPP WPP PLC NEW 0.1%
Value $294K (+6.0%) Shares 18,988 (+6.4%) Est. Cost $28.48 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value $475K (+2.4%) Shares 21,435 (+2.9%) Est. Cost $29.00 Unrealized
RELX RELX PLC 0.1%
Value $466K (-1.4%) Shares 14,723 (+3.2%) Est. Cost $25.02 Unrealized

Exited Positions (26)

MFG MIZUHO FINANCIAL GROUP INC 0.3%
Value $1.59M Shares 200,203 Est. Cost $5.53 Unrealized
E ENI SPA 0.3%
Value $1.351M Shares 23,861 Est. Cost $31.78 Unrealized
B BARRICK MNG CORP 0.3%
Value $1.211M Shares 29,682 Est. Cost $19.29 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $1.202M Shares 7,084 Est. Cost $35.76 Unrealized
CLS CELESTICA INC 0.2%
Value $1.126M Shares 3,996 Est. Cost $106.09 Unrealized
ARGX ARGENX SE 0.2%
Value $897K Shares 1,229 Est. Cost $382.31 Unrealized
LMAT LEMAITRE VASCULAR INC 0.2%
Value $848K Shares 7,769 Est. Cost $37.69 Unrealized
HON HONEYWELL INTL INC 0.2%
Value $758K Shares 3,354 Est. Cost $165.30 Unrealized
RACE FERRARI N V 0.1%
Value $670K Shares 1,981 Est. Cost $290.63 Unrealized
CPNG COUPANG INC 0.1%
Value $510K Shares 27,002 Est. Cost $21.64 Unrealized
ZLAB ZAI LAB LTD 0.1%
Value $469K Shares 24,925 Est. Cost $29.87 Unrealized
LKQ LKQ CORP 0.1%
Value $440K Shares 14,975 Est. Cost $41.67 Unrealized
PEN PENUMBRA INC 0.1%
Value $394K Shares 1,200 Est. Cost $202.64 Unrealized
HLI HOULIHAN LOKEY INC 0.1%
Value $298K Shares 2,077 Est. Cost $170.94 Unrealized
ICHR ICHOR HOLDINGS 0.1%
Value $292K Shares 6,269 Est. Cost $34.88 Unrealized
MZTI MARZETTI COMPANY 0.1%
Value $281K Shares 2,034 Est. Cost $174.29 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value $254K Shares 1,699 Est. Cost $195.23 Unrealized
DIOD DIODES INC 0.1%
Value $248K Shares 3,637 Est. Cost $60.99 Unrealized
CCI CROWN CASTLE INC 0.1%
Value $246K Shares 3,021 Est. Cost $113.09 Unrealized
SUI SUN CMNTYS INC 0.1%
Value $243K Shares 1,933 Est. Cost $125.96 Unrealized
MNDY MONDAY COM LTD 0.1%
Value $231K Shares 3,337 Est. Cost $169.64 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $229K Shares 4,119 Est. Cost $55.53 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $223K Shares 3,313 Est. Cost $79.33 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value $219K Shares 3,504 Est. Cost $73.39 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value $208K Shares 5,012 Est. Cost $42.34 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value $120K Shares 11,121 Est. Cost $8.25 Unrealized

Decreased Positions (142)

MU MICRON TECHNOLOGY INC 1.7%
Value $7.654M (+209.4%) Shares 6,631 (-9.4%) Est. Cost $64.17 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.4%
Value $6.334M (+147.9%) Shares 10,904 (-13.2%) Est. Cost $87.66 Unrealized
LRCX LAM RESEARCH CORP 1.4%
Value $6.471M (+68.1%) Shares 14,934 (-17.1%) Est. Cost $86.76 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 1.3%
Value $6.092M (+74.9%) Shares 135,007 (-15.9%) Est. Cost $7.68 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value $3.858M (+108.3%) Shares 11,312 (-2.1%) Est. Cost $191.15 Unrealized
BHP BHP BILLITON LIMITED 0.3%
Value $1.238M (-50.9%) Shares 14,861 (-57.1%) Est. Cost $62.57 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 1.0%
Value $4.438M (+35.0%) Shares 9,293 (-4.5%) Est. Cost $105.19 Unrealized
ASML ASML HLDG NV 0.9%
Value $4.148M (+37.6%) Shares 2,085 (-8.6%) Est. Cost $717.29 Unrealized
NBIS NEBIUS GROUP N.V. 0.4%
Value $1.769M (+160.3%) Shares 6,405 (-2.2%) Est. Cost $34.43 Unrealized
AVGO BROADCOM INC 1.4%
Value $6.28M (+20.1%) Shares 16,625 (-1.6%) Est. Cost $147.75 Unrealized
TXN TEXAS INSTRS INC 0.7%
Value $3.216M (+46.3%) Shares 10,790 (-4.7%) Est. Cost $170.64 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $2.077M (+92.3%) Shares 2,721 (-1.6%) Est. Cost $453.96 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.4%
Value $1.723M (+136.4%) Shares 1,785 (-4.0%) Est. Cost $376.45 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.3%
Value $1.328M (-41.6%) Shares 25,736 (-37.0%) Est. Cost $47.79 Unrealized
TLK TELEKOMUNIKASI IND 0.4%
Value $1.684M (-31.6%) Shares 125,360 (-4.9%) Est. Cost $21.12 Unrealized
CAT CATERPILLAR INC 0.6%
Value $2.609M (+42.2%) Shares 2,450 (-5.4%) Est. Cost $155.48 Unrealized
EQNR EQUINOR ASA 0.2%
Value $880K (-41.9%) Shares 28,030 (-22.0%) Est. Cost $34.75 Unrealized
NPO ENPRO INC 0.4%
Value $1.752M (+45.4%) Shares 4,649 (-3.3%) Est. Cost $99.92 Unrealized
ADI ANALOG DEVICES INC 0.7%
Value $3.165M (+19.8%) Shares 7,970 (-4.0%) Est. Cost $169.13 Unrealized
UBS UBS GROUP AG 0.6%
Value $2.574M (+25.3%) Shares 51,940 (-1.2%) Est. Cost $22.67 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.3%
Value $1.228M (-29.1%) Shares 21,837 (-9.7%) Est. Cost $25.43 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.6%
Value $2.568M (-16.4%) Shares 160,171 (-3.4%) Est. Cost $13.63 Unrealized
APH AMPHENOL CORP 0.4%
Value $1.827M (+37.9%) Shares 10,364 (-1.2%) Est. Cost $109.40 Unrealized
CSCO CISCO SYS INC 0.3%
Value $1.561M (+45.4%) Shares 13,287 (-4.0%) Est. Cost $38.71 Unrealized
NYT NEW YORK TIMES CO MTN BE 0.1%
Value $567K (-41.5%) Shares 8,106 (-30.0%) Est. Cost $51.60 Unrealized
ALC ALCON AG 0.5%
Value $2.087M (-16.1%) Shares 31,103 (-5.8%) Est. Cost $84.03 Unrealized
MSA MSA SAFETY INC 0.2%
Value $686K (-35.7%) Shares 3,931 (-39.6%) Est. Cost $154.10 Unrealized
SGOL ETFS GOLD TR 0.5%
Value $2.051M (-15.3%) Shares 53,649 (-1.1%) Est. Cost $20.27 Unrealized
TER TERADYNE INC 0.2%
Value $911K (+59.1%) Shares 1,883 (-2.5%) Est. Cost $265.87 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value $670K (-32.7%) Shares 23,197 (-29.8%) Est. Cost $40.03 Unrealized
DDOG DATADOG INC 0.1%
Value $552K (+114.3%) Shares 2,120 (-2.8%) Est. Cost $111.72 Unrealized
UCIB UBS AG LONDON BRANCH 1.2%
Value $5.429M (-4.7%) Shares 166,719 (-3.5%) Est. Cost $20.75 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value $344K (-42.8%) Shares 1,878 (-52.3%) Est. Cost $76.12 Unrealized
QCOM QUALCOMM INC 0.2%
Value $869K (+41.7%) Shares 4,701 (-1.3%) Est. Cost $125.96 Unrealized
AAPL APPLE INC 1.2%
Value $5.494M (+4.8%) Shares 18,988 (-8.1%) Est. Cost $130.73 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $842K (-21.8%) Shares 5,077 (-2.4%) Est. Cost $74.54 Unrealized
BK BANK OF NY MELLON CORP 0.3%
Value $1.384M (+20.3%) Shares 9,572 (-1.3%) Est. Cost $36.41 Unrealized
BCS BARCLAYS PLC 0.2%
Value $1.11M (+25.0%) Shares 41,335 (-1.5%) Est. Cost $8.98 Unrealized
RY ROYAL BK CDA 0.2%
Value $1.079M (+25.5%) Shares 5,213 (-1.9%) Est. Cost $88.62 Unrealized
FSS FEDERAL SIGNAL CORP 0.3%
Value $1.57M (+16.0%) Shares 12,216 (-2.4%) Est. Cost $36.71 Unrealized
USPH U S PHYSICAL THERAPY 0.1%
Value $460K (-30.8%) Shares 6,697 (-24.5%) Est. Cost $99.24 Unrealized
PBR PETROLEO BRASILEIRO S A 0.1%
Value $650K (-23.7%) Shares 40,220 (-2.0%) Est. Cost $10.93 Unrealized
VIV TELEFONICA BRASIL SA 0.2%
Value $791K (-19.6%) Shares 60,099 (-2.8%) Est. Cost $7.59 Unrealized
VCTR VICTORY CAP HLDGS INC DEL 0.3%
Value $1.327M (+16.0%) Shares 15,792 (-9.6%) Est. Cost $31.22 Unrealized
VIK VIKING HOLDINGS LTD 0.1%
Value $604K (+39.3%) Shares 5,767 (-2.2%) Est. Cost $60.04 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.3%
Value $1.184M (-12.2%) Shares 15,986 (-4.0%) Est. Cost $35.27 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.1%
Value $660K (-19.9%) Shares 16,707 (-1.1%) Est. Cost $32.45 Unrealized
AMT AMERICAN TOWER CORP 0.3%
Value $1.183M (-12.0%) Shares 7,235 (-7.1%) Est. Cost $199.01 Unrealized
IBN ICICI BANK LIMITED 0.4%
Value $2.012M (+8.6%) Shares 69,294 (-3.1%) Est. Cost $18.71 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $763K (-17.3%) Shares 1,497 (-1.9%) Est. Cost $326.60 Unrealized
NWG NATWEST GROUP PLC 0.3%
Value $1.17M (+15.8%) Shares 66,380 (-2.2%) Est. Cost $5.66 Unrealized
SLB SLB LIMITED 0.2%
Value $1.131M (-11.5%) Shares 24,328 (-2.2%) Est. Cost $29.13 Unrealized
ATR APTARGROUP INC 0.1%
Value $479K (-23.4%) Shares 3,825 (-22.9%) Est. Cost $156.89 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value $1.012M (+16.8%) Shares 4,109 (-1.3%) Est. Cost $107.44 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $1.581M (+10.1%) Shares 7,070 (-8.2%) Est. Cost $75.01 Unrealized
LFUS LITTELFUSE INC 0.3%
Value $1.368M (+11.5%) Shares 3,005 (-16.9%) Est. Cost $255.58 Unrealized
MT ARCELORMITTAL SA LUXEMBOURG 0.3%
Value $1.307M (+11.8%) Shares 21,712 (-3.5%) Est. Cost $26.26 Unrealized
AAON AAON INC 0.1%
Value $431K (+46.6%) Shares 3,400 (-4.4%) Est. Cost $51.35 Unrealized
TXRH TEXAS ROADHOUSE INC 0.2%
Value $975K (-12.3%) Shares 5,047 (-25.0%) Est. Cost $161.95 Unrealized
BAP CREDICORP LTD 0.3%
Value $1.286M (+11.8%) Shares 3,301 (-2.7%) Est. Cost $134.50 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.1%
Value $255K (-34.0%) Shares 1,592 (-32.2%) Est. Cost $191.62 Unrealized
Q QNITY ELECTRONICS INC 0.1%
Value $501K (+34.9%) Shares 3,066 (-4.7%) Est. Cost $101.21 Unrealized
HSBC HSBC HLDGS PLC 0.2%
Value $1.064M (+13.0%) Shares 11,194 (-2.0%) Est. Cost $26.93 Unrealized
CSX CSX CORP 0.2%
Value $973K (+14.3%) Shares 20,480 (-1.3%) Est. Cost $29.94 Unrealized
HEI/A HEICO CORP NEW 0.2%
Value $716K (+20.0%) Shares 2,777 (-1.8%) Est. Cost $143.21 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.3%
Value $1.45M (+8.4%) Shares 27,811 (-1.9%) Est. Cost $47.09 Unrealized
WELL WELLTOWER INC 0.2%
Value $1.092M (+10.8%) Shares 4,812 (-3.5%) Est. Cost $83.38 Unrealized
CR CRANE COMPANY 0.1%
Value $496K (+27.3%) Shares 2,224 (-2.4%) Est. Cost $97.77 Unrealized
EVR EVERCORE INC 0.3%
Value $1.202M (+9.7%) Shares 3,521 (-4.1%) Est. Cost $95.01 Unrealized
EQIX EQUINIX INC 0.5%
Value $2.126M (+4.9%) Shares 2,040 (-1.4%) Est. Cost $661.63 Unrealized
ROST ROSS STORES INC 0.3%
Value $1.342M (-6.5%) Shares 6,306 (-4.9%) Est. Cost $114.38 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value $579K (-13.7%) Shares 485 (-22.9%) Est. Cost $1649.33 Unrealized
IPAR INTERPARFUMS INC 0.1%
Value $541K (+18.5%) Shares 4,840 (-3.8%) Est. Cost $79.48 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value $840K (+11.1%) Shares 33,502 (-4.0%) Est. Cost $6.88 Unrealized
NVT NVENT ELEC PLC 0.2%
Value $729K (+12.3%) Shares 4,301 (-21.7%) Est. Cost $56.63 Unrealized
BWXT BWX TECHNOLOGIES INC 0.2%
Value $1.017M (-7.1%) Shares 5,227 (-2.4%) Est. Cost $64.75 Unrealized
HEI HEICO CORP NEW 0.1%
Value $377K (+25.1%) Shares 1,059 (-3.7%) Est. Cost $277.34 Unrealized
BA BOEING CO 0.3%
Value $1.189M (+6.5%) Shares 5,494 (-2.1%) Est. Cost $194.17 Unrealized
NTES NETEASE COM INC 0.2%
Value $757K (+10.3%) Shares 5,910 (-3.7%) Est. Cost $126.57 Unrealized
CIB GRUPO CIBEST SA 0.2%
Value $1.115M (+6.5%) Shares 14,043 (-2.4%) Est. Cost $46.19 Unrealized
LOW LOWES COS INC 0.2%
Value $725K (-8.2%) Shares 3,286 (-1.6%) Est. Cost $150.98 Unrealized
IEMG ISHARES INC 0.1%
Value $461K (+15.8%) Shares 5,569 (-2.5%) Est. Cost $62.99 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.1%
Value $390K (-13.6%) Shares 2,788 (-21.1%) Est. Cost $93.53 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value $261K (-18.1%) Shares 3,394 (-1.9%) Est. Cost $102.57 Unrealized
KO COCA COLA CO 0.2%
Value $1.023M (+5.7%) Shares 12,585 (-1.0%) Est. Cost $48.66 Unrealized
SAN BANCO SANTANDER SA 0.2%
Value $815K (+6.6%) Shares 59,042 (-12.9%) Est. Cost $3.07 Unrealized
KRG KITE REALTY GROUP TRUST 0.1%
Value $605K (+8.9%) Shares 21,303 (-5.8%) Est. Cost $21.15 Unrealized
MTB M & T BK CORP 0.1%
Value $424K (-10.2%) Shares 1,781 (-22.0%) Est. Cost $114.27 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value $295K (+19.1%) Shares 3,763 (-1.7%) Est. Cost $58.56 Unrealized
O REALTY INCOME CORP 0.1%
Value $310K (-12.9%) Shares 5,004 (-14.0%) Est. Cost $57.31 Unrealized
CW CURTISS WRIGHT CORP 0.5%
Value $2.501M (-1.8%) Shares 3,300 (-11.7%) Est. Cost $158.71 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $805K (+5.8%) Shares 2,299 (-14.7%) Est. Cost $133.38 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value $291K (+16.9%) Shares 999 (-3.0%) Est. Cost $252.73 Unrealized
DHI D R HORTON INC 0.1%
Value $317K (+14.7%) Shares 1,949 (-3.4%) Est. Cost $156.44 Unrealized
ING ING GROEP N.V. 0.3%
Value $1.162M (+3.4%) Shares 37,040 (-14.1%) Est. Cost $13.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value $840K (-4.3%) Shares 6,640 (-1.0%) Est. Cost $77.41 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value $215K (-14.5%) Shares 1,831 (-16.5%) Est. Cost $101.69 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.2%
Value $818K (-4.2%) Shares 100,173 (-1.7%) Est. Cost $5.28 Unrealized
TFC TRUIST FINL CORP 0.2%
Value $805K (+4.4%) Shares 16,157 (-3.7%) Est. Cost $32.49 Unrealized
IBP INSTALLED BLDG PRODS INC 0.0%
Value $200K (-14.5%) Shares 871 (-1.4%) Est. Cost $237.41 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.2%
Value $1.113M (-3.0%) Shares 17,602 (-5.9%) Est. Cost $33.26 Unrealized
PSA PUBLIC STORAGE 0.1%
Value $244K (+15.8%) Shares 767 (-1.4%) Est. Cost $275.12 Unrealized
DUOL DUOLINGO INC 0.1%
Value $235K (+15.1%) Shares 2,039 (-1.4%) Est. Cost $137.87 Unrealized
VVV VALVOLINE INC 0.1%
Value $297K (+11.4%) Shares 7,524 (-5.1%) Est. Cost $34.49 Unrealized
DG DOLLAR GEN CORP 0.1%
Value $540K (-5.0%) Shares 4,689 (-2.0%) Est. Cost $122.00 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $219K (-11.3%) Shares 729 (-2.5%) Est. Cost $401.44 Unrealized
CX CEMEX SA EURO MTN BE 144A 0.2%
Value $859K (+3.0%) Shares 71,600 (-1.8%) Est. Cost $4.30 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.2%
Value $691K (-3.5%) Shares 2,041 (-21.1%) Est. Cost $132.09 Unrealized
EHC ENCOMPASS HEALTH CORP 0.3%
Value $1.37M (+1.8%) Shares 13,555 (-2.6%) Est. Cost $83.56 Unrealized
BOKF BOK FINL CORP 0.1%
Value $370K (+6.4%) Shares 2,661 (-1.9%) Est. Cost $65.10 Unrealized
TRNO TERRENO RLTY CORP 0.2%
Value $883K (+2.6%) Shares 13,626 (-2.7%) Est. Cost $61.93 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $221K (+10.4%) Shares 1,390 (-13.7%) Est. Cost $160.47 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value $547K (+3.6%) Shares 2,701 (-5.3%) Est. Cost $147.70 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value $381K (+5.2%) Shares 1,489 (-5.0%) Est. Cost $253.44 Unrealized
CAVA CAVA GROUP INC 0.1%
Value $345K (-4.7%) Shares 4,398 (-1.7%) Est. Cost $67.52 Unrealized
VTR VENTAS INC 0.1%
Value $515K (+3.4%) Shares 5,801 (-4.8%) Est. Cost $59.39 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value $294K (+6.0%) Shares 2,023 (-4.3%) Est. Cost $118.13 Unrealized
AMGN AMGEN INC 0.2%
Value $940K (+1.5%) Shares 2,596 (-1.3%) Est. Cost $199.83 Unrealized
NOMD NOMAD FOODS LTD 0.1%
Value $252K (-5.0%) Shares 23,017 (-16.6%) Est. Cost $12.26 Unrealized
TKO TKO GROUP HOLDINGS INC 0.1%
Value $322K (-3.2%) Shares 1,600 (-3.0%) Est. Cost $205.58 Unrealized
FNF FIDELITY NATL FINL INC 0.1%
Value $465K (-2.2%) Shares 9,856 (-3.8%) Est. Cost $30.32 Unrealized
FAST FASTENAL CO 0.1%
Value $364K (-2.3%) Shares 7,588 (-5.7%) Est. Cost $40.22 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value $416K (+2.1%) Shares 2,735 (-2.8%) Est. Cost $100.84 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $204K (-3.6%) Shares 6,370 (-17.5%) Est. Cost $26.94 Unrealized
FNB F N B CORP 0.0%
Value $221K (-3.1%) Shares 11,599 (-15.1%) Est. Cost $11.70 Unrealized
TPR TAPESTRY INC 0.2%
Value $1.119M (+0.6%) Shares 7,644 (-3.0%) Est. Cost $65.25 Unrealized
AVNT AVIENT CORPORATION 0.0%
Value $212K (-2.8%) Shares 5,748 (-4.6%) Est. Cost $30.73 Unrealized
RNST RENASANT CORP 0.0%
Value $222K (+2.8%) Shares 5,228 (-12.7%) Est. Cost $33.55 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value $209K (+2.9%) Shares 3,416 (-2.9%) Est. Cost $57.85 Unrealized
TOST TOAST INC 0.1%
Value $247K (+2.1%) Shares 8,890 (-2.7%) Est. Cost $31.01 Unrealized
CRH CRH PLC 0.2%
Value $789K (+0.6%) Shares 7,370 (-1.2%) Est. Cost $62.36 Unrealized
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value $211K (-2.0%) Shares 2,941 (-9.8%) Est. Cost $62.99 Unrealized
APG API GROUP CORP 0.1%
Value $429K (+0.9%) Shares 10,138 (-3.5%) Est. Cost $36.98 Unrealized
ADC AGREE RLTY CORP 0.1%
Value $229K (-1.5%) Shares 3,019 (-2.0%) Est. Cost $75.38 Unrealized
ACGL ARCH CAP GROUP LTD 0.2%
Value $695K (-0.4%) Shares 7,157 (-1.5%) Est. Cost $75.01 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value $209K (+1.2%) Shares 5,760 (-6.0%) Est. Cost $35.57 Unrealized
KB KB FINL GROUP INC 0.2%
Value $1.059M (+0.1%) Shares 10,094 (-4.9%) Est. Cost $89.24 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value $221K (+0.5%) Shares 8,531 (-14.2%) Est. Cost $20.78 Unrealized
RIO RIO TINTO PLC 0.2%
Value $785K (+0.1%) Shares 8,267 (-1.6%) Est. Cost $69.12 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value $236K (-0.3%) Shares 9,602 (-3.0%) Est. Cost $21.76 Unrealized
CWK CUSHMAN AND WAKEFIELD LTD 0.0%
Value $177K (+0.3%) Shares 13,203 (-8.2%) Est. Cost $15.83 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $205K (+0.2%) Shares 2,464 (-15.5%) Est. Cost $62.93 Unrealized

Unchanged Positions (119)

FBTC FIDELITY WISE ORIGIN BITCOIN 3.4%
Value $15.38M Shares 301,367 Est. Cost $62.02 Unrealized
STM STMICROELECTRONICS N V 0.6%
Value $2.592M Shares 34,613 Est. Cost $34.98 Unrealized
WDC WESTERN DIGITAL CORP 0.3%
Value $1.47M Shares 2,302 Est. Cost $81.60 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value $5.821M Shares 29,093 Est. Cost $93.26 Unrealized
LLY ELI LILLY & CO 0.6%
Value $2.508M Shares 2,091 Est. Cost $167.29 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.6%
Value $2.51M Shares 55,149 Est. Cost $63.17 Unrealized
CNI CANADIAN NATL RY CO 0.7%
Value $3.007M Shares 25,219 Est. Cost $106.20 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.6%
Value $2.745M Shares 138,018 Est. Cost $6.53 Unrealized
ANET ARISTA NETWORKS INC 0.3%
Value $1.358M Shares 7,993 Est. Cost $129.12 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value $1.329M Shares 3,542 Est. Cost $341.64 Unrealized
YUMC YUM CHINA HLDGS INC 0.3%
Value $1.46M Shares 35,732 Est. Cost $46.57 Unrealized
V VISA INC 0.5%
Value $2.2M Shares 6,411 Est. Cost $275.20 Unrealized
LNTH LANTHEUS HLDGS INC 0.2%
Value $825K Shares 7,438 Est. Cost $67.11 Unrealized
SAP SAP SE 0.5%
Value $2.224M Shares 14,432 Est. Cost $140.66 Unrealized
HPQ HP INC 0.4%
Value $1.772M Shares 80,784 Est. Cost $21.88 Unrealized
ZTS ZOETIS INC 0.1%
Value $347K Shares 4,822 Est. Cost $155.10 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $750K Shares 7,210 Est. Cost $46.04 Unrealized
MDT MEDTRONIC PLC 0.4%
Value $1.861M Shares 23,784 Est. Cost $97.81 Unrealized
BMO BANK MONTREAL MEDIUM 0.2%
Value $876K Shares 4,958 Est. Cost $138.89 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value $606K Shares 3,907 Est. Cost $167.85 Unrealized
MLPA GLOBAL X FDS 2.7%
Value $12.08M Shares 227,634 Est. Cost $39.79 Unrealized
LIN LINDE PLC 0.9%
Value $4.039M Shares 7,783 Est. Cost $363.91 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $536K Shares 1,052 Est. Cost $453.13 Unrealized
CME CME GROUP INC 0.1%
Value $534K Shares 2,420 Est. Cost $171.29 Unrealized
AYI ACUITY INC 0.2%
Value $709K Shares 1,883 Est. Cost $321.75 Unrealized
MCD MCDONALDS CORP 0.3%
Value $1.252M Shares 4,631 Est. Cost $250.05 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value $2.255M Shares 24,591 Est. Cost $82.51 Unrealized
HMC HONDA MOTOR CO LTD 0.4%
Value $1.69M Shares 62,348 Est. Cost $25.54 Unrealized
ELMD ELECTROMED INC 0.1%
Value $362K Shares 8,550 Est. Cost $21.20 Unrealized
BP BP PLC 0.1%
Value $559K Shares 15,137 Est. Cost $30.34 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.2%
Value $970K Shares 41,147 Est. Cost $19.33 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value $712K Shares 2,105 Est. Cost $242.48 Unrealized
PWR QUANTA SVCS INC 0.1%
Value $616K Shares 855 Est. Cost $390.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.068M Shares 3,799 Est. Cost $102.12 Unrealized
NTR NUTRIEN LTD 0.1%
Value $665K Shares 10,561 Est. Cost $56.05 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $658K Shares 476 Est. Cost $649.26 Unrealized
TCOM TRIP COM GROUP LTD 0.1%
Value $529K Shares 13,275 Est. Cost $59.15 Unrealized
SHEL SHELL PLC 0.1%
Value $656K Shares 8,464 Est. Cost $56.37 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $226K Shares 5,839 Est. Cost $68.42 Unrealized
MFC MANULIFE FINL CORP 0.2%
Value $913K Shares 22,532 Est. Cost $17.11 Unrealized
BRKR BRUKER CORP 0.1%
Value $337K Shares 5,594 Est. Cost $42.28 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.2%
Value $1.006M Shares 172,636 Est. Cost $1.85 Unrealized
USB US BANCORP 0.2%
Value $959K Shares 15,870 Est. Cost $32.05 Unrealized
LSTR LANDSTAR SYS INC 0.1%
Value $539K Shares 2,604 Est. Cost $145.86 Unrealized
MGA MAGNA INTL INC 0.2%
Value $731K Shares 11,136 Est. Cost $47.03 Unrealized
EOG EOG RES INC 0.2%
Value $862K Shares 6,642 Est. Cost $48.37 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value $924K Shares 10,214 Est. Cost $88.23 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $938K Shares 7,422 Est. Cost $51.73 Unrealized
TJX TJX COS INC NEW 0.3%
Value $1.521M Shares 10,038 Est. Cost $83.89 Unrealized
PEP PEPSICO INC 0.1%
Value $655K Shares 4,836 Est. Cost $126.95 Unrealized
DE DEERE & CO 0.2%
Value $881K Shares 1,389 Est. Cost $334.41 Unrealized
XP XP INC 0.1%
Value $538K Shares 33,089 Est. Cost $20.47 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $748K Shares 1,089 Est. Cost $405.74 Unrealized
EXP EAGLE MATLS INC 0.1%
Value $550K Shares 2,446 Est. Cost $155.62 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value $1.007M Shares 4,608 Est. Cost $106.49 Unrealized
AON AON PLC 0.5%
Value $2.496M Shares 7,524 Est. Cost $323.32 Unrealized
UNP UNION PAC CORP 0.2%
Value $819K Shares 3,010 Est. Cost $182.65 Unrealized
D DOMINION ENERGY INC 0.2%
Value $851K Shares 12,466 Est. Cost $60.41 Unrealized
CB CHUBB LIMITED 0.4%
Value $1.72M Shares 5,047 Est. Cost $229.43 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $743K Shares 1,496 Est. Cost $306.43 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value $488K Shares 3,819 Est. Cost $114.34 Unrealized
AMZN AMAZON COM INC 0.1%
Value $541K Shares 2,270 Est. Cost $226.83 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value $386K Shares 14,883 Est. Cost $41.87 Unrealized
EME EMCOR GROUP INC 0.1%
Value $587K Shares 707 Est. Cost $176.18 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $840K Shares 9,574 Est. Cost $66.07 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value $260K Shares 6,685 Est. Cost $64.06 Unrealized
TSLA TESLA INC 0.1%
Value $490K Shares 1,166 Est. Cost $291.29 Unrealized
HD HOME DEPOT INC 0.2%
Value $751K Shares 2,130 Est. Cost $254.33 Unrealized
DTM DT MIDSTREAM INC 0.1%
Value $665K Shares 4,533 Est. Cost $97.76 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value $386K Shares 4,427 Est. Cost $72.46 Unrealized
PUK PRUDENTIAL PLC 0.2%
Value $726K Shares 27,087 Est. Cost $21.84 Unrealized
SNN SMITH & NEPHEW PLC 0.1%
Value $537K Shares 18,646 Est. Cost $23.85 Unrealized
EG EVEREST GROUP LTD 0.1%
Value $577K Shares 1,616 Est. Cost $306.86 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $600K Shares 11,196 Est. Cost $37.53 Unrealized
TEL TE CONNECTIVITY PLC 0.3%
Value $1.58M Shares 7,837 Est. Cost $146.90 Unrealized
HLN HALEON PLC 0.1%
Value $633K Shares 67,871 Est. Cost $8.35 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $480K Shares 8,034 Est. Cost $48.37 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value $404K Shares 7,280 Est. Cost $18.78 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $757K Shares 13,139 Est. Cost $49.48 Unrealized
BBD BANCO BRADESCO S A 0.1%
Value $673K Shares 193,918 Est. Cost $3.01 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value $290K Shares 2,728 Est. Cost $78.64 Unrealized
EFG ISHARES TR 0.1%
Value $322K Shares 2,587 Est. Cost $93.68 Unrealized
SHOP SHOPIFY INC 0.2%
Value $757K Shares 6,631 Est. Cost $60.87 Unrealized
WFRD WEATHERFORD INTL PLC 0.0%
Value $208K Shares 2,551 Est. Cost $72.59 Unrealized
CAE CAE INC 0.2%
Value $771K Shares 30,783 Est. Cost $17.92 Unrealized
RGA REINSURANCE GROUP AMER INC 0.2%
Value $779K Shares 3,665 Est. Cost $194.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $272K Shares 3,819 Est. Cost $57.01 Unrealized
TRU TRANSUNION 0.1%
Value $639K Shares 8,860 Est. Cost $67.55 Unrealized
CPK CHESAPEAKE UTILS CORP 0.2%
Value $827K Shares 6,752 Est. Cost $102.53 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $605K Shares 3,632 Est. Cost $174.15 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $668K Shares 2,469 Est. Cost $187.31 Unrealized
QXO QXO INC 0.0%
Value $187K Shares 10,813 Est. Cost $20.67 Unrealized
BLES NORTHERN LTS FD TR IV 0.1%
Value $312K Shares 6,536 Est. Cost $34.55 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $706K Shares 3,166 Est. Cost $161.22 Unrealized
RTX RTX CORPORATION 0.2%
Value $1.061M Shares 5,591 Est. Cost $60.36 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value $769K Shares 2,170 Est. Cost $157.06 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value $395K Shares 3,507 Est. Cost $39.80 Unrealized
YUM YUM BRANDS INC 0.2%
Value $828K Shares 5,181 Est. Cost $97.37 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $226K Shares 241 Est. Cost $963.77 Unrealized
ECL ECOLAB INC 0.1%
Value $310K Shares 1,112 Est. Cost $286.24 Unrealized
SO SOUTHERN CO 0.2%
Value $837K Shares 8,742 Est. Cost $50.65 Unrealized
BLK BLACKROCK INC 0.4%
Value $1.903M Shares 1,979 Est. Cost $1057.95 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value $1.132M Shares 12,265 Est. Cost $56.49 Unrealized
EFV ISHARES TR 0.1%
Value $352K Shares 4,593 Est. Cost $63.47 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.1%
Value $594K Shares 8,186 Est. Cost $57.96 Unrealized
FERG FERGUSON ENTERPRISES INC 0.2%
Value $687K Shares 2,893 Est. Cost $251.07 Unrealized
XEL XCEL ENERGY INC 0.1%
Value $668K Shares 8,318 Est. Cost $54.24 Unrealized
REXR REXFORD INDL RLTY INC 0.1%
Value $509K Shares 15,186 Est. Cost $45.83 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $206K Shares 654 Est. Cost $234.92 Unrealized
BCPC BALCHEM CORP 0.2%
Value $808K Shares 4,782 Est. Cost $125.61 Unrealized
GM GENERAL MTRS CO 0.0%
Value $212K Shares 2,749 Est. Cost $70.40 Unrealized
ENB ENBRIDGE INC 0.2%
Value $766K Shares 14,137 Est. Cost $43.82 Unrealized
META META PLATFORMS INC 0.1%
Value $324K Shares 575 Est. Cost $245.05 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value $712K Shares 12,305 Est. Cost $53.49 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $547K Shares 1,466 Est. Cost $335.23 Unrealized
USFR WISDOMTREE TR 0.5%
Value $2.127M Shares 42,252 Est. Cost $50.31 Unrealized
ORCL ORACLE CORP 0.0%
Value $216K Shares 1,476 Est. Cost $161.33 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $2.066M Shares 22,431 Est. Cost $89.03 Unrealized
COKE COCA COLA CONS INC 0.2%
Value $773K Shares 4,048 Est. Cost $116.07 Unrealized