NFJ INVESTMENT GROUP, LLC Diversified Active

Location: Dallas, TX

CIK: 0001862664 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $2.779B (100.0% shares, 0.0% debt)

Holdings (228)

SCHW SCHWAB CHARLES CORP 3.1%
Value $87.36M Shares 874,355 Est. Cost $89.58 Unrealized +5.8%
MRVL MARVELL TECHNOLOGY INC 3.1%
Value $86.92M Shares 1,022,834 Est. Cost $81.01 Unrealized +8.0%
DINO HF SINCLAIR CORP 3.1%
Value $86.33M Shares 1,873,541 Est. Cost $50.00 Unrealized +2.6%
GOOGL ALPHABET INC 3.0%
Value $83.85M Shares 267,877 Est. Cost $151.30 Unrealized +88.8%
PLD PROLOGIS INC. 2.8%
Value $77.66M Shares 608,354 Est. Cost $111.27 Unrealized +11.3%
BKNG BOOKING HOLDINGS INC 2.4%
Value $67.26M Shares 12,559 Est. Cost $5137.84 Unrealized 0.0%
NEE NEXTERA ENERGY INC 2.2%
Value $62.29M Shares 775,850 Est. Cost $61.36 Unrealized +34.5%
AMZN AMAZON COM INC 2.1%
Value $58.02M Shares 251,358 Est. Cost $224.76 Unrealized +1.8%
PFE PFIZER INC 2.0%
Value $54.34M Shares 2,182,350 Est. Cost $24.31 Unrealized +3.0%
SWK STANLEY BLACK & DECKER INC 2.0%
Value $54.24M Shares 730,245 Est. Cost $87.18 Unrealized -19.8%
GBCI GLACIER BANCORP INC NEW 1.9%
Value $52.38M Shares 1,189,006 Est. Cost $45.72 Unrealized -4.7%
RGLD ROYAL GOLD INC 1.8%
Value $50.82M Shares 228,607 Est. Cost $198.37 Unrealized 0.0%
CRM SALESFORCE INC 1.7%
Value $48.13M Shares 181,699 Est. Cost $256.17 Unrealized -3.1%
PINNACLE FINL PARTNERS INC 1.6%
Value $43.26M Shares 453,444 Est. Cost $93.01 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.5%
Value $42.86M Shares 200,138 Est. Cost $131.44 Unrealized +70.9%
CBSH COMMERCE BANCSHARES INC 1.5%
Value $42.37M Shares 809,553 Est. Cost $46.57 Unrealized +11.9%
EQIX EQUINIX INC 1.5%
Value $42.2M Shares 55,079 Est. Cost $780.62 Unrealized +0.1%
MSFT MICROSOFT CORP 1.5%
Value $40.34M Shares 83,417 Est. Cost $324.59 Unrealized +54.2%
UMBF UMB FINL CORP 1.4%
Value $40.06M Shares 348,236 Est. Cost $111.21 Unrealized +1.9%
CBU COMMUNITY FINANCIAL SYSTEM I 1.4%
Value $39.97M Shares 695,820 Est. Cost $56.21 Unrealized +1.7%
JPM JPMORGAN CHASE & CO. 1.4%
Value $38.73M Shares 120,208 Est. Cost $123.88 Unrealized +149.9%
CART MAPLEBEAR INC 1.3%
Value $36.24M Shares 805,681 Est. Cost $40.93 Unrealized 0.0%
INDB INDEPENDENT BK CORP MASS 1.3%
Value $34.95M Shares 478,234 Est. Cost $61.14 Unrealized +15.3%
UBER UBER TECHNOLOGIES INC 1.2%
Value $32.27M Shares 394,961 Est. Cost $88.78 Unrealized +1.4%
SSB SOUTHSTATE BK CORP 1.1%
Value $30.93M Shares 328,653 Est. Cost $91.84 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 1.1%
Value $29.23M Shares 181,842 Est. Cost $96.34 Unrealized +52.9%
COIN COINBASE GLOBAL INC 1.1%
Value $29.22M Shares 129,222 Est. Cost $297.98 Unrealized 0.0%
ONB OLD NATL BANCORP IND 1.0%
Value $28.55M Shares 1,279,520 Est. Cost $22.11 Unrealized -2.5%
HD HOME DEPOT INC 1.0%
Value $28.17M Shares 81,869 Est. Cost $306.08 Unrealized +19.1%
NTR NUTRIEN LTD 1.0%
Value $27.25M Shares 436,521 Est. Cost $58.84 Unrealized +0.0%
CADE CADENCE BANK 1.0%
Value $27.17M Shares 634,326 Est. Cost $33.37 Unrealized +18.1%
LLY ELI LILLY & CO 1.0%
Value $26.74M Shares 24,881 Est. Cost $811.52 Unrealized +17.7%
FFIN FIRST FINL BANKSHARES INC 1.0%
Value $26.44M Shares 885,328 Est. Cost $32.83 Unrealized -4.5%
BLK BLACKROCK INC 0.9%
Value $26.32M Shares 24,586 Est. Cost $964.62 Unrealized +12.9%
MPC MARATHON PETE CORP 0.9%
Value $25.66M Shares 157,776 Est. Cost $186.40 Unrealized 0.0%
LKFN LAKELAND FINL CORP 0.9%
Value $25.63M Shares 449,242 Est. Cost $56.60 Unrealized +3.9%
UHS UNIVERSAL HLTH SVCS INC 0.9%
Value $25.43M Shares 116,627 Est. Cost $179.72 Unrealized +22.9%
HCA HCA HEALTHCARE INC 0.9%
Value $25.13M Shares 53,834 Est. Cost $319.37 Unrealized +45.2%
ABBV ABBVIE INC 0.9%
Value $24.61M Shares 107,711 Est. Cost $194.45 Unrealized +17.0%
HOMB HOME BANCSHARES INC 0.9%
Value $24.29M Shares 874,250 Est. Cost $29.04 Unrealized -4.5%
TFC TRUIST FINL CORP 0.9%
Value $23.96M Shares 486,958 Est. Cost $35.27 Unrealized +29.9%
INTU INTUIT 0.9%
Value $23.78M Shares 35,899 Est. Cost $414.52 Unrealized +59.4%
FLS FLOWSERVE CORP 0.8%
Value $23.59M Shares 340,064 Est. Cost $53.92 Unrealized +18.8%
WFC WELLS FARGO CO NEW 0.8%
Value $22.42M Shares 240,511 Est. Cost $75.74 Unrealized +14.4%
MS MORGAN STANLEY 0.8%
Value $21.99M Shares 123,879 Est. Cost $74.67 Unrealized +123.0%
BAC BANK AMERICA CORP 0.8%
Value $21.81M Shares 396,590 Est. Cost $30.94 Unrealized +70.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value $21.45M Shares 42,681 Est. Cost $468.18 Unrealized +6.3%
META META PLATFORMS INC 0.8%
Value $21.05M Shares 31,887 Est. Cost $631.58 Unrealized +5.7%
DIS DISNEY WALT CO 0.8%
Value $20.88M Shares 183,567 Est. Cost $93.28 Unrealized +17.4%
PNC PNC FINL SVCS GROUP INC 0.8%
Value $20.86M Shares 99,946 Est. Cost $116.58 Unrealized +65.4%
SLB SLB LIMITED 0.7%
Value $20.79M Shares 541,768 Est. Cost $40.94 Unrealized -11.9%
CVX CHEVRON CORP NEW 0.7%
Value $20.27M Shares 132,964 Est. Cost $142.69 Unrealized +6.1%
JD JD.COM INC 0.7%
Value $20.08M Shares 699,518 Est. Cost $32.07 Unrealized
NUE NUCOR CORP 0.7%
Value $19.63M Shares 120,328 Est. Cost $149.77 Unrealized 0.0%
C CITIGROUP INC 0.7%
Value $18.83M Shares 161,377 Est. Cost $49.37 Unrealized +109.9%
ES EVERSOURCE ENERGY 0.7%
Value $18.23M Shares 270,704 Est. Cost $62.43 Unrealized +11.4%
EOG EOG RES INC 0.6%
Value $17.83M Shares 169,819 Est. Cost $99.17 Unrealized +8.1%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $17.53M Shares 30,246 Est. Cost $503.08 Unrealized +12.3%
AU ANGLOGOLD ASHANTI PLC 0.6%
Value $16.8M Shares 11,721 Est. Cost $41.90 Unrealized +85.0%
EXEL EXELIXIS INC 0.6%
Value $16.09M Shares 367,111 Est. Cost $36.67 Unrealized +12.8%
TOWN TOWNEBANK PORTSMOUTH VA 0.5%
Value $14.82M Shares 444,099 Est. Cost $33.67 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value $14.62M Shares 121,500 Est. Cost $109.75 Unrealized +5.2%
KALU KAISER ALUMINUM CORP 0.5%
Value $14.17M Shares 123,336 Est. Cost $71.56 Unrealized +32.0%
ABNB AIRBNB INC 0.5%
Value $13.96M Shares 102,863 Est. Cost $124.53 Unrealized 0.0%
MKSI MKS INC. 0.5%
Value $13.68M Shares 85,590 Est. Cost $95.14 Unrealized +55.8%
NEM NEWMONT CORP 0.5%
Value $13.19M Shares 132,079 Est. Cost $73.16 Unrealized +23.3%
GS GOLDMAN SACHS GROUP INC 0.5%
Value $12.84M Shares 14,603 Est. Cost $570.65 Unrealized +42.5%
CMC COMMERCIAL METALS CO 0.5%
Value $12.6M Shares 182,031 Est. Cost $62.39 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP 0.4%
Value $12.49M Shares 241,052 Est. Cost $16.57 Unrealized +152.6%
INVH INVITATION HOMES INC 0.4%
Value $12.03M Shares 432,865 Est. Cost $28.17 Unrealized -1.9%
LFUS LITTELFUSE INC 0.4%
Value $11.72M Shares 46,340 Est. Cost $215.13 Unrealized +18.4%
FR FIRST INDL RLTY TR INC 0.4%
Value $11.08M Shares 193,445 Est. Cost $52.00 Unrealized
JBTM JBT MAREL CORPORATION 0.4%
Value $10.48M Shares 69,559 Est. Cost $92.86 Unrealized +51.8%
G GENPACT LIMITED 0.4%
Value $10.35M Shares 221,340 Est. Cost $37.51 Unrealized +15.3%
ISRG INTUITIVE SURGICAL INC 0.4%
Value $10.31M Shares 18,207 Est. Cost $479.87 Unrealized +10.9%
APH AMPHENOL CORP NEW 0.4%
Value $10.15M Shares 75,144 Est. Cost $67.73 Unrealized +97.2%
CFG CITIZENS FINL GROUP INC 0.4%
Value $10.06M Shares 172,281 Est. Cost $28.36 Unrealized +88.9%
EFSC ENTERPRISE FINL SVCS CORP 0.3%
Value $9.626M Shares 178,250 Est. Cost $51.10 Unrealized +7.0%
HP HELMERICH & PAYNE INC 0.3%
Value $9.575M Shares 333,842 Est. Cost $25.43 Unrealized +4.4%
IWD ISHARES TR 0.3%
Value $8.646M Shares 41,105 Est. Cost $208.91 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.3%
Value $8.559M Shares 44,246 Est. Cost $222.75 Unrealized -13.5%
COST COSTCO WHSL CORP NEW 0.3%
Value $8.371M Shares 9,707 Est. Cost $406.43 Unrealized +122.9%
PATH UIPATH INC 0.3%
Value $8.342M Shares 508,943 Est. Cost $15.56 Unrealized 0.0%
BOH BANK HAWAII CORP 0.3%
Value $8.241M Shares 120,540 Est. Cost $65.53 Unrealized -0.1%
PSX PHILLIPS 66 0.3%
Value $8.075M Shares 62,574 Est. Cost $119.19 Unrealized +12.4%
MGA MAGNA INTL INC 0.3%
Value $8.041M Shares 150,869 Est. Cost $34.70 Unrealized +40.8%
MTDR MATADOR RES CO 0.3%
Value $7.937M Shares 187,021 Est. Cost $56.87 Unrealized -26.2%
WD WALKER & DUNLOP INC 0.3%
Value $7.762M Shares 129,036 Est. Cost $80.28 Unrealized -12.2%
UPS UNITED PARCEL SERVICE INC 0.3%
Value $7.506M Shares 75,676 Est. Cost $95.98 Unrealized -3.4%
PCH POTLATCHDELTIC CORPORATION 0.3%
Value $7.419M Shares 186,490 Est. Cost $42.38 Unrealized
APTV APTIV PLC 0.3%
Value $7.103M Shares 93,354 Est. Cost $61.44 Unrealized +30.7%
GTY GETTY RLTY CORP NEW 0.3%
Value $7.038M Shares 257,140 Est. Cost $31.81 Unrealized
COO COOPER COS INC 0.3%
Value $7.014M Shares 85,579 Est. Cost $76.56 Unrealized -2.2%
LYFT LYFT INC 0.2%
Value $6.889M Shares 355,666 Est. Cost $14.85 Unrealized +39.9%
EWBC EAST WEST BANCORP INC 0.2%
Value $6.556M Shares 58,335 Est. Cost $52.40 Unrealized +100.7%
LUV SOUTHWEST AIRLS CO 0.2%
Value $6.218M Shares 150,436 Est. Cost $29.68 Unrealized +17.2%
XYL XYLEM INC 0.2%
Value $6.024M Shares 44,235 Est. Cost $98.49 Unrealized +45.8%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $5.981M Shares 34,067 Est. Cost $185.31 Unrealized -2.7%
GRAB GRAB HOLDINGS LIMITED 0.2%
Value $5.883M Shares 1,178,918 Est. Cost $5.53 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value $5.879M Shares 16,797 Est. Cost $379.19 Unrealized -10.3%
AXTA AXALTA COATING SYS LTD 0.2%
Value $5.838M Shares 180,695 Est. Cost $33.28 Unrealized -11.9%
MTB M & T BK CORP 0.2%
Value $5.649M Shares 28,038 Est. Cost $173.80 Unrealized +9.4%
OKE ONEOK INC NEW 0.2%
Value $5.615M Shares 76,390 Est. Cost $37.27 Unrealized +89.1%
MLI MUELLER INDS INC 0.2%
Value $5.562M Shares 48,453 Est. Cost $91.43 Unrealized +17.4%
CATY CATHAY GEN BANCORP 0.2%
Value $5.55M Shares 114,683 Est. Cost $47.87 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.2%
Value $5.465M Shares 40,009 Est. Cost $84.00 Unrealized +55.6%
DVN DEVON ENERGY CORP NEW 0.2%
Value $5.425M Shares 148,114 Est. Cost $34.59 Unrealized +0.4%
QXO QXO INC 0.2%
Value $5.247M Shares 272,029 Est. Cost $19.16 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.2%
Value $5.245M Shares 51,229 Est. Cost $127.53 Unrealized -19.9%
UWMC UWM HOLDINGS CORPORATION 0.2%
Value $5.176M Shares 1,181,738 Est. Cost $5.38 Unrealized 0.0%
AEE AMEREN CORP 0.2%
Value $4.992M Shares 49,989 Est. Cost $76.79 Unrealized +32.8%
WOR WORTHINGTON ENTERPRISES INC 0.2%
Value $4.936M Shares 95,713 Est. Cost $57.34 Unrealized -3.7%
TRIP TRIPADVISOR INC 0.2%
Value $4.834M Shares 331,980 Est. Cost $15.22 Unrealized 0.0%
TRNO TERRENO RLTY CORP 0.2%
Value $4.83M Shares 82,264 Est. Cost $58.98 Unrealized
EQR EQUITY RESIDENTIAL 0.2%
Value $4.734M Shares 75,101 Est. Cost $54.61 Unrealized +11.1%
MAA MID-AMER APT CMNTYS INC 0.2%
Value $4.546M Shares 32,726 Est. Cost $131.36 Unrealized +1.3%
VEEV VEEVA SYS INC 0.2%
Value $4.534M Shares 20,309 Est. Cost $232.37 Unrealized +14.2%
FOLD AMICUS THERAPEUTICS INC 0.2%
Value $4.358M Shares 306,013 Est. Cost $7.12 Unrealized +38.0%
WTRG ESSENTIAL UTILS INC 0.1%
Value $4.051M Shares 105,602 Est. Cost $38.59 Unrealized +2.0%
VIK VIKING HOLDINGS LTD 0.1%
Value $4.047M Shares 56,678 Est. Cost $63.81 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $4.041M Shares 67,991 Est. Cost $67.28 Unrealized -19.1%
TKO TKO GROUP HOLDINGS INC 0.1%
Value $3.969M Shares 18,990 Est. Cost $193.76 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $3.965M Shares 4,375 Est. Cost $633.58 Unrealized +51.6%
VIAV VIAVI SOLUTIONS INC 0.1%
Value $3.695M Shares 207,360 Est. Cost $11.00 Unrealized +46.8%
NRDS NERDWALLET INC 0.1%
Value $3.431M Shares 253,241 Est. Cost $10.65 Unrealized +22.8%
RKT ROCKET COS INC 0.1%
Value $3.196M Shares 165,102 Est. Cost $17.88 Unrealized 0.0%
CDE COEUR MNG INC 0.1%
Value $3.068M Shares 172,068 Est. Cost $4.45 Unrealized +290.9%
YETI YETI HLDGS INC 0.1%
Value $3.008M Shares 68,100 Est. Cost $37.57 Unrealized +2.4%
CMCL CALEDONIA MNG CORP PLC 0.1%
Value $2.954M Shares 112,872 Est. Cost $29.40 Unrealized 0.0%
ZETA ZETA GLOBAL HOLDINGS CORP 0.1%
Value $2.917M Shares 143,357 Est. Cost $18.68 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.1%
Value $2.852M Shares 42,415 Est. Cost $76.08 Unrealized -6.9%
OMCL OMNICELL COM 0.1%
Value $2.816M Shares 62,164 Est. Cost $36.65 Unrealized -0.2%
JLL JONES LANG LASALLE INC 0.1%
Value $2.802M Shares 8,329 Est. Cost $141.79 Unrealized +121.1%
DAN DANA INC 0.1%
Value $2.748M Shares 115,653 Est. Cost $10.60 Unrealized +99.3%
KGS KODIAK GAS SVCS INC 0.1%
Value $2.745M Shares 73,403 Est. Cost $35.36 Unrealized 0.0%
NXT NEXTPOWER INC 0.1%
Value $2.743M Shares 31,484 Est. Cost $41.68 Unrealized +117.5%
FIBK FIRST INTST BANCSYSTEM INC 0.1%
Value $2.738M Shares 79,147 Est. Cost $20.93 Unrealized +53.5%
TWLO TWILIO INC 0.1%
Value $2.673M Shares 18,795 Est. Cost $112.58 Unrealized +10.0%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value $2.657M Shares 45,534 Est. Cost $55.17 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value $2.646M Shares 13,614 Est. Cost $209.99 Unrealized 0.0%
CHEF CHEFS WHSE INC 0.1%
Value $2.63M Shares 42,201 Est. Cost $60.13 Unrealized 0.0%
DY DYCOM INDS INC 0.1%
Value $2.626M Shares 7,773 Est. Cost $156.05 Unrealized +102.0%
EE EXCELERATE ENERGY INC 0.1%
Value $2.59M Shares 92,320 Est. Cost $27.02 Unrealized 0.0%
CF CF INDS HLDGS INC 0.1%
Value $2.581M Shares 33,377 Est. Cost $88.20 Unrealized -7.1%
CTRI CENTURI HOLDINGS INC 0.1%
Value $2.579M Shares 102,152 Est. Cost $22.36 Unrealized 0.0%
ASB ASSOCIATED BANC CORP 0.1%
Value $2.579M Shares 100,109 Est. Cost $20.61 Unrealized +24.1%
GATX GATX CORP 0.1%
Value $2.564M Shares 15,115 Est. Cost $134.54 Unrealized +22.1%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value $2.542M Shares 9,209 Est. Cost $132.11 Unrealized +108.8%
LIVN LIVANOVA PLC 0.1%
Value $2.533M Shares 41,170 Est. Cost $53.20 Unrealized +7.4%
CURB CURBLINE PPTYS CORP 0.1%
Value $2.533M Shares 109,113 Est. Cost $23.21 Unrealized
YOU CLEAR SECURE INC 0.1%
Value $2.523M Shares 71,916 Est. Cost $33.96 Unrealized 0.0%
CARG CARGURUS INC 0.1%
Value $2.491M Shares 64,967 Est. Cost $26.96 Unrealized +33.7%
AWI ARMSTRONG WORLD INDS INC NEW 0.1%
Value $2.471M Shares 12,928 Est. Cost $66.41 Unrealized +187.1%
OVV OVINTIV INC 0.1%
Value $2.43M Shares 62,011 Est. Cost $37.16 Unrealized +4.3%
HASI HA SUSTAINABLE INFRA CAP INC 0.1%
Value $2.405M Shares 76,523 Est. Cost $30.93 Unrealized +0.6%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value $2.399M Shares 285,955 Est. Cost $8.72 Unrealized 0.0%
CNR CORE NATURAL RESOURCES INC 0.1%
Value $2.372M Shares 26,795 Est. Cost $85.17 Unrealized 0.0%
LGND LIGAND PHARMACEUTICALS INC 0.1%
Value $2.324M Shares 12,291 Est. Cost $113.05 Unrealized +70.0%
PENN PENN ENTERTAINMENT INC 0.1%
Value $2.28M Shares 154,551 Est. Cost $18.53 Unrealized -15.8%
TBBK BANCORP INC DEL 0.1%
Value $2.255M Shares 33,403 Est. Cost $39.80 Unrealized +73.4%
SYBT STOCK YDS BANCORP INC 0.1%
Value $2.255M Shares 34,713 Est. Cost $47.34 Unrealized +42.0%
CUZ COUSINS PPTYS INC 0.1%
Value $2.23M Shares 86,506 Est. Cost $29.48 Unrealized
CPK CHESAPEAKE UTILS CORP 0.1%
Value $2.226M Shares 17,841 Est. Cost $90.84 Unrealized +44.6%
CRUS CIRRUS LOGIC INC 0.1%
Value $2.225M Shares 18,773 Est. Cost $85.94 Unrealized +43.2%
POR PORTLAND GEN ELEC CO 0.1%
Value $2.096M Shares 43,680 Est. Cost $39.76 Unrealized +17.6%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $2.067M Shares 8,883 Est. Cost $82.28 Unrealized +104.0%
KRYS KRYSTAL BIOTECH INC 0.1%
Value $2.034M Shares 8,249 Est. Cost $149.68 Unrealized +40.6%
VSCO VICTORIAS SECRET AND CO 0.1%
Value $1.991M Shares 36,748 Est. Cost $25.33 Unrealized +56.8%
MSEX MIDDLESEX WTR CO 0.1%
Value $1.925M Shares 38,178 Est. Cost $54.31 Unrealized -1.0%
SM SM ENERGY CO 0.1%
Value $1.813M Shares 96,937 Est. Cost $36.25 Unrealized -44.8%
NU NU HLDGS LTD 0.1%
Value $1.758M Shares 105,046 Est. Cost $15.94 Unrealized +0.8%
IIIN INSTEEL INDS INC 0.1%
Value $1.668M Shares 52,663 Est. Cost $26.79 Unrealized +19.2%
VCYT VERACYTE INC 0.1%
Value $1.665M Shares 39,552 Est. Cost $28.69 Unrealized +40.5%
VEL VELOCITY FINL INC 0.1%
Value $1.507M Shares 72,611 Est. Cost $18.25 Unrealized +2.9%
MU MICRON TECHNOLOGY INC 0.1%
Value $1.492M Shares 5,229 Est. Cost $95.73 Unrealized +139.6%
ADSK AUTODESK INC 0.1%
Value $1.462M Shares 4,938 Est. Cost $208.89 Unrealized +44.8%
GE GE AEROSPACE 0.1%
Value $1.406M Shares 4,566 Est. Cost $195.73 Unrealized +53.7%
AX AXOS FINANCIAL INC 0.0%
Value $1.315M Shares 15,262 Est. Cost $65.73 Unrealized +25.3%
AWR AMER STATES WTR CO 0.0%
Value $1.304M Shares 17,993 Est. Cost $75.91 Unrealized -3.4%
COP CONOCOPHILLIPS 0.0%
Value $1.291M Shares 13,792 Est. Cost $105.65 Unrealized -14.8%
FOA FINANCE OF AMERICA COMPAN 0.0%
Value $1.262M Shares 52,137 Est. Cost $24.97 Unrealized -8.8%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value $1.25M Shares 42,135 Est. Cost $34.15 Unrealized
AVA AVISTA CORP 0.0%
Value $1.233M Shares 31,997 Est. Cost $35.26 Unrealized +10.0%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value $1.202M Shares 20,414 Est. Cost $64.06 Unrealized -4.6%
XP XP INC 0.0%
Value $882K Shares 53,884 Est. Cost $17.92 Unrealized -1.7%
FNV FRANCO NEV CORP 0.0%
Value $763K Shares 3,681 Est. Cost $122.59 Unrealized +65.4%
GEV GE VERNOVA INC 0.0%
Value $509K Shares 779 Est. Cost $609.04 Unrealized 0.0%
EGP EASTGROUP PPTYS INC 0.0%
Value $410K Shares 2,302 Est. Cost $172.78 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $241K Shares 643 Est. Cost $388.68 Unrealized 0.0%
MWA MUELLER WTR PRODS INC 0.0%
Value $196K Shares 8,219 Est. Cost $25.35 Unrealized -2.6%
MELI MERCADOLIBRE INC 0.0%
Value $157K Shares 78 Est. Cost $1758.01 Unrealized +19.5%
PAM PAMPA ENERGIA S A 0.0%
Value $104K Shares 1,179 Est. Cost $88.51 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $97,003 Shares 627 Est. Cost $136.41 Unrealized +19.6%
INTR INTER & CO INC 0.0%
Value $79,619 Shares 9,389 Est. Cost $7.76 Unrealized +12.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $32,566 Shares 382 Est. Cost $79.28 Unrealized +3.5%
ADUS ADDUS HOMECARE CORP 0.0%
Value $31,680 Shares 295 Est. Cost $94.38 Unrealized +21.7%
USB US BANCORP DEL 0.0%
Value $31,216 Shares 585 Est. Cost $28.41 Unrealized +71.5%
CCI CROWN CASTLE INC 0.0%
Value $28,705 Shares 323 Est. Cost $107.64 Unrealized -15.4%
TRU TRANSUNION 0.0%
Value $23,581 Shares 275 Est. Cost $79.65 Unrealized +3.1%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $21,350 Shares 117 Est. Cost $150.31 Unrealized +10.6%
IQV IQVIA HLDGS INC 0.0%
Value $20,512 Shares 91 Est. Cost $182.50 Unrealized +19.2%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $19,974 Shares 44 Est. Cost $454.03 Unrealized +4.9%
GMED GLOBUS MED INC 0.0%
Value $19,645 Shares 225 Est. Cost $52.51 Unrealized +44.5%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $19,213 Shares 106 Est. Cost $227.54 Unrealized -25.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $18,841 Shares 62 Est. Cost $145.61 Unrealized
NOW SERVICENOW INC 0.0%
Value $18,383 Shares 120 Est. Cost $155.28 Unrealized +10.5%
IDXX IDEXX LABS INC 0.0%
Value $18,266 Shares 27 Est. Cost $541.73 Unrealized +25.7%
ASML ASML HOLDING N V 0.0%
Value $18,188 Shares 17 Est. Cost $554.73 Unrealized
WGO WINNEBAGO INDS INC 0.0%
Value $16,411 Shares 405 Est. Cost $42.50 Unrealized -14.2%
MSCI MSCI INC 0.0%
Value $14,917 Shares 26 Est. Cost $453.38 Unrealized +23.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $14,658 Shares 100 Est. Cost $88.32 Unrealized
AON AON PLC 0.0%
Value $10,586 Shares 30 Est. Cost $306.03 Unrealized +14.1%
NDAQ NASDAQ INC 0.0%
Value $10,004 Shares 103 Est. Cost $48.99 Unrealized +83.2%
ZTS ZOETIS INC 0.0%
Value $9,688 Shares 77 Est. Cost $155.89 Unrealized -16.4%
TTC TORO CO 0.0%
Value $9,604 Shares 122 Est. Cost $95.04 Unrealized -22.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value $8,049 Shares 30 Est. Cost $322.76 Unrealized -21.3%
BCS BARCLAYS PLC 0.0%
Value $5,115 Shares 201 Est. Cost $7.79 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $3,205 Shares 63 Est. Cost $73.11 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value $2,678 Shares 153 Est. Cost $13.10 Unrealized
KVYO KLAVIYO INC 0.0%
Value $2,435 Shares 75 Est. Cost $28.01 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value $1,713 Shares 3 Est. Cost $350.02 Unrealized +59.7%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $1,541 Shares 130 Est. Cost $14.11 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $1,492 Shares 64 Est. Cost $10.84 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $1,410 Shares 12 Est. Cost $59.01 Unrealized +81.5%
BBD BANCO BRADESCO S A 0.0%
Value $1,259 Shares 378 Est. Cost $3.38 Unrealized
EQNR EQUINOR ASA 0.0%
Value $992 Shares 42 Est. Cost $32.79 Unrealized
VALE VALE S A 0.0%
Value $717 Shares 55 Est. Cost $11.84 Unrealized
BSY BENTLEY SYS INC 0.0%
Value $611 Shares 16 Est. Cost $51.42 Unrealized -11.5%