Madison Asset Management, LLC Diversified Active

CIK: 0001299351 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $9,067,585 (100.0% shares, 0.0% debt)

Holdings (336)

ACGL Arch Capital Group Ltd 4.7%
Value ($000) $427,152 Shares 4,707,947 Est. Cost $53.21 Unrealized +68.5%
APH Amphenol Corp 3.3%
Value ($000) $302,284 Shares 2,442,702 Est. Cost $52.44 Unrealized +108.6%
ROST Ross Stores Inc 2.7%
Value ($000) $242,761 Shares 1,593,021 Est. Cost $115.56 Unrealized +23.0%
PCAR PACCAR Inc 2.7%
Value ($000) $241,973 Shares 2,461,080 Est. Cost $63.42 Unrealized +52.8%
CDW CDW Corp/DE 2.3%
Value ($000) $206,455 Shares 1,296,175 Est. Cost $166.78 Unrealized +1.2%
GOOG Alphabet Inc 2.3%
Value ($000) $204,732 Shares 840,616 Est. Cost $108.63 Unrealized +93.3%
CPRT Copart Inc 2.2%
Value ($000) $202,841 Shares 4,510,596 Est. Cost $40.06 Unrealized +17.6%
BRO Brown & Brown Inc 2.1%
Value ($000) $188,402 Shares 2,008,760 Est. Cost $57.10 Unrealized +70.2%
IT Gartner Inc 2.1%
Value ($000) $188,165 Shares 715,811 Est. Cost $314.50 Unrealized -7.3%
CSL Carlisle Cos Inc 1.8%
Value ($000) $167,429 Shares 508,966 Est. Cost $235.46 Unrealized +60.7%
AMZN Amazon.com Inc 1.8%
Value ($000) $161,636 Shares 736,150 Est. Cost $131.81 Unrealized +71.7%
LH Labcorp Holdings Inc 1.8%
Value ($000) $159,640 Shares 556,122 Est. Cost $205.92 Unrealized +29.6%
MEDP Medpace Holdings Inc 1.7%
Value ($000) $150,458 Shares 292,629 Est. Cost $301.47 Unrealized +44.8%
WRB WR Berkley Corp 1.5%
Value ($000) $140,298 Shares 1,831,084 Est. Cost $44.66 Unrealized +56.7%
TXN Texas Instruments Inc 1.5%
Value ($000) $133,255 Shares 725,279 Est. Cost $150.68 Unrealized +28.3%
TDY Teledyne Technologies Inc 1.4%
Value ($000) $130,438 Shares 222,575 Est. Cost $412.53 Unrealized +32.7%
V Visa Inc 1.4%
Value ($000) $125,033 Shares 366,257 Est. Cost $187.81 Unrealized +83.8%
FND Floor & Decor Holdings Inc 1.3%
Value ($000) $121,212 Shares 1,644,673 Est. Cost $83.33 Unrealized -1.6%
MKSI MKS Inc 1.3%
Value ($000) $120,811 Shares 976,091 Est. Cost $113.13 Unrealized -6.0%
THO Thor Industries Inc 1.3%
Value ($000) $114,286 Shares 1,102,188 Est. Cost $92.51 Unrealized +7.8%
DHR Danaher Corp 1.2%
Value ($000) $109,675 Shares 553,187 Est. Cost $184.84 Unrealized +7.3%
BAM Brookfield Asset Management Lt 1.2%
Value ($000) $108,644 Shares 1,908,051 Est. Cost $34.99 Unrealized +67.7%
SPHQ Invesco S&P 500 Quality ETF 1.2%
Value ($000) $106,195 Shares 1,448,969 Est. Cost $53.76 Unrealized
ANET Arista Networks Inc 1.2%
Value ($000) $106,158 Shares 728,558 Est. Cost $95.44 Unrealized +34.9%
LOW Lowe's Cos Inc 1.1%
Value ($000) $102,488 Shares 407,815 Est. Cost $130.39 Unrealized +87.3%
MCHP Microchip Technology Inc 1.1%
Value ($000) $102,041 Shares 1,588,932 Est. Cost $67.70 Unrealized -1.2%
FWONK Liberty Media Corp-Liberty For 1.1%
Value ($000) $101,367 Shares 970,479 Est. Cost $72.72 Unrealized
KEYS Keysight Technologies Inc 1.1%
Value ($000) $99,918 Shares 571,222 Est. Cost $144.05 Unrealized +15.7%
FERG Ferguson Enterprises Inc 1.1%
Value ($000) $99,387 Shares 442,545 Est. Cost $190.54 Unrealized +17.9%
PGR Progressive Corp 1.1%
Value ($000) $98,148 Shares 397,440 Est. Cost $64.28 Unrealized +260.5%
TREX Trex Co Inc 1.1%
Value ($000) $97,815 Shares 1,893,081 Est. Cost $64.92 Unrealized -6.2%
ADI Analog Devices Inc 1.0%
Value ($000) $93,016 Shares 378,575 Est. Cost $105.87 Unrealized +125.7%
WAT Waters Corp 1.0%
Value ($000) $92,249 Shares 307,693 Est. Cost $305.05 Unrealized -1.1%
MC Moelis & Co 1.0%
Value ($000) $91,594 Shares 1,284,261 Est. Cost $39.09 Unrealized +78.4%
ABG Asbury Automotive Group Inc 1.0%
Value ($000) $91,565 Shares 374,577 Est. Cost $238.64 Unrealized +1.9%
LAD Lithia Motors Inc 1.0%
Value ($000) $89,433 Shares 283,015 Est. Cost $291.15 Unrealized +10.8%
MSFT Microsoft Corp 1.0%
Value ($000) $87,896 Shares 169,700 Est. Cost $279.07 Unrealized +82.3%
LBRDK Liberty Broadband Corp 0.9%
Value ($000) $84,393 Shares 1,328,182 Est. Cost $93.62 Unrealized -26.3%
A Agilent Technologies Inc 0.9%
Value ($000) $83,918 Shares 653,819 Est. Cost $119.64 Unrealized +0.8%
PH Parker-Hannifin Corp 0.9%
Value ($000) $82,824 Shares 109,245 Est. Cost $301.15 Unrealized +144.1%
SCHW Charles Schwab Corp/The 0.9%
Value ($000) $77,293 Shares 809,610 Est. Cost $68.07 Unrealized +38.9%
BN Brookfield Corp 0.8%
Value ($000) $76,874 Shares 1,120,935 Est. Cost $21.92 Unrealized +101.7%
JMBS Janus Henderson Mortgage-Backe 0.8%
Value ($000) $74,950 Shares 1,641,120 Est. Cost $46.96 Unrealized
ACN Accenture PLC 0.8%
Value ($000) $70,143 Shares 284,442 Est. Cost $225.78 Unrealized +15.4%
TJX TJX Cos Inc 0.8%
Value ($000) $69,342 Shares 479,739 Est. Cost $57.37 Unrealized +130.6%
FISV Fiserv Inc 0.8%
Value ($000) $68,971 Shares 534,949 Est. Cost $114.07 Unrealized +25.6%
EXPD Expeditors International of Wa 0.7%
Value ($000) $67,063 Shares 547,050 Est. Cost $88.11 Unrealized +34.3%
KNSL Kinsale Capital Group Inc 0.7%
Value ($000) $66,393 Shares 156,124 Est. Cost $449.00 Unrealized +0.9%
MRSH Marsh & McLennan Cos Inc 0.7%
Value ($000) $64,436 Shares 319,737 Est. Cost $119.95 Unrealized +70.1%
DSTL Distillate US Fundamental Stab 0.7%
Value ($000) $63,184 Shares 1,090,137 Est. Cost $42.95 Unrealized
MSTI Madison Short-Term Strategic I 0.7%
Value ($000) $62,726 Shares 3,038,297 Est. Cost $19.95 Unrealized
DIVL Madison Dividend Value ETF 0.6%
Value ($000) $55,109 Shares 2,368,228 Est. Cost $19.00 Unrealized
MAGG Madison Aggregate Bond ETF 0.6%
Value ($000) $54,662 Shares 2,661,903 Est. Cost $19.86 Unrealized
NEE NextEra Energy Inc 0.6%
Value ($000) $51,616 Shares 683,751 Est. Cost $65.59 Unrealized +10.1%
GBCI Glacier Bancorp Inc 0.6%
Value ($000) $50,833 Shares 1,044,445 Est. Cost $39.38 Unrealized +17.3%
AAPL Apple Inc 0.5%
Value ($000) $49,728 Shares 195,295 Est. Cost $118.83 Unrealized +89.8%
ABNB Airbnb Inc 0.5%
Value ($000) $48,772 Shares 401,679 Est. Cost $127.63 Unrealized +1.4%
ORCL Oracle Corp 0.5%
Value ($000) $48,192 Shares 171,356 Est. Cost $101.18 Unrealized +151.2%
CFR Cullen/Frost Bankers Inc 0.5%
Value ($000) $47,821 Shares 377,226 Est. Cost $105.68 Unrealized +21.4%
DE Deere & Co 0.5%
Value ($000) $47,399 Shares 103,660 Est. Cost $380.40 Unrealized +28.7%
LLY Eli Lilly & Co 0.5%
Value ($000) $44,907 Shares 58,856 Est. Cost $267.67 Unrealized +177.3%
NKE NIKE Inc 0.5%
Value ($000) $44,671 Shares 640,623 Est. Cost $87.62 Unrealized -15.8%
VGT Vanguard Information Technolog 0.5%
Value ($000) $44,668 Shares 59,826 Est. Cost $414.05 Unrealized
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $44,298 Shares 66,496 Est. Cost $457.92 Unrealized
FWONA Liberty Media Corp-Liberty For 0.5%
Value ($000) $43,312 Shares 454,863 Est. Cost $57.59 Unrealized
GGG Graco Inc 0.5%
Value ($000) $42,416 Shares 499,241 Est. Cost $81.05 Unrealized +4.8%
JPM JPMorgan Chase & Co 0.5%
Value ($000) $41,821 Shares 132,583 Est. Cost $109.84 Unrealized +169.4%
TECH Bio-Techne Corp 0.5%
Value ($000) $41,425 Shares 744,651 Est. Cost $53.45 Unrealized 0.0%
CVRD Madison Covered Call ETF 0.5%
Value ($000) $40,946 Shares 2,205,000 Est. Cost $19.74 Unrealized
MSCI MSCI Inc 0.4%
Value ($000) $40,100 Shares 70,672 Est. Cost $562.63 Unrealized 0.0%
BLK Blackrock Inc 0.4%
Value ($000) $39,440 Shares 33,829 Est. Cost $845.31 Unrealized +31.2%
SBUX Starbucks Corp 0.4%
Value ($000) $38,923 Shares 460,080 Est. Cost $76.51 Unrealized +15.8%
HD Home Depot Inc 0.4%
Value ($000) $38,739 Shares 95,607 Est. Cost $230.04 Unrealized +69.2%
JNJ Johnson & Johnson 0.4%
Value ($000) $37,727 Shares 203,470 Est. Cost $136.61 Unrealized +24.1%
EEMA iShares MSCI Emerging Markets 0.4%
Value ($000) $36,397 Shares 396,693 Est. Cost $69.81 Unrealized
TEL TE Connectivity PLC 0.4%
Value ($000) $33,813 Shares 154,023 Est. Cost $147.49 Unrealized +35.6%
HON Honeywell International Inc 0.4%
Value ($000) $33,043 Shares 156,974 Est. Cost $177.56 Unrealized +16.6%
VEU Vanguard FTSE All-World ex-US 0.4%
Value ($000) $33,023 Shares 462,706 Est. Cost $62.55 Unrealized
SCHR Schwab Intermediate-Term U.S. 0.3%
Value ($000) $28,632 Shares 1,139,355 Est. Cost $36.49 Unrealized
CME CME Group Inc 0.3%
Value ($000) $28,471 Shares 105,373 Est. Cost $188.72 Unrealized +43.0%
SPHY SPDR Portfolio High Yield Bond 0.3%
Value ($000) $27,058 Shares 1,130,255 Est. Cost $23.51 Unrealized
ALC Alcon Inc 0.3%
Value ($000) $26,834 Shares 360,135 Est. Cost $60.88 Unrealized +37.1%
COST Costco Wholesale Corp 0.3%
Value ($000) $25,080 Shares 27,095 Est. Cost $364.40 Unrealized +162.5%
KBE SPDR S&P Bank ETF 0.3%
Value ($000) $24,998 Shares 420,694 Est. Cost $55.28 Unrealized
PEP PepsiCo Inc 0.3%
Value ($000) $24,728 Shares 176,072 Est. Cost $131.95 Unrealized +6.4%
AGG iShares Core U.S. Aggregate Bo 0.3%
Value ($000) $23,852 Shares 237,926 Est. Cost $111.83 Unrealized
ITW Illinois Tool Works Inc 0.3%
Value ($000) $22,914 Shares 87,875 Est. Cost $243.56 Unrealized +5.7%
JIRE JPMorgan International Researc 0.3%
Value ($000) $22,861 Shares 310,862 Est. Cost $73.54 Unrealized
VGK Vanguard FTSE Europe ETF 0.2%
Value ($000) $21,539 Shares 269,918 Est. Cost $70.05 Unrealized
AMT American Tower Corp 0.2%
Value ($000) $21,193 Shares 110,199 Est. Cost $194.22 Unrealized +5.3%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $21,174 Shares 72,144 Est. Cost $203.67 Unrealized +46.2%
COP ConocoPhillips 0.2%
Value ($000) $20,890 Shares 220,851 Est. Cost $110.85 Unrealized -15.9%
LIN Linde PLC 0.2%
Value ($000) $20,710 Shares 43,601 Est. Cost $339.68 Unrealized +38.6%
MS Morgan Stanley 0.2%
Value ($000) $19,583 Shares 123,193 Est. Cost $76.72 Unrealized +90.9%
IJR iShares Core S&P Small-Cap ETF 0.2%
Value ($000) $19,044 Shares 160,260 Est. Cost $104.06 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $18,766 Shares 120,842 Est. Cost $149.85 Unrealized +1.6%
QCOM QUALCOMM Inc 0.2%
Value ($000) $18,177 Shares 109,266 Est. Cost $118.49 Unrealized +32.7%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $18,019 Shares 276,110 Est. Cost $87.94 Unrealized
EFX Equifax Inc 0.2%
Value ($000) $16,977 Shares 66,179 Est. Cost $240.66 Unrealized +4.0%
IGIB iShares 5-10 Year Investment G 0.2%
Value ($000) $16,740 Shares 309,483 Est. Cost $53.33 Unrealized
EZU iShares MSCI Eurozone ETF 0.2%
Value ($000) $16,402 Shares 264,809 Est. Cost $56.22 Unrealized
IEF iShares 7-10 Year Treasury Bon 0.2%
Value ($000) $16,373 Shares 169,739 Est. Cost $96.23 Unrealized
HSY Hershey Co/The 0.2%
Value ($000) $16,286 Shares 87,066 Est. Cost $182.57 Unrealized -1.6%
MDT Medtronic PLC 0.2%
Value ($000) $16,161 Shares 169,689 Est. Cost $90.19 Unrealized +1.2%
BRK/B Berkshire Hathaway Inc 0.2%
Value ($000) $16,033 Shares 31,891 Est. Cost $225.59 Unrealized +114.7%
ECL Ecolab Inc 0.2%
Value ($000) $15,931 Shares 58,171 Est. Cost $175.23 Unrealized +54.3%
UNP Union Pacific Corp 0.2%
Value ($000) $15,686 Shares 66,361 Est. Cost $161.56 Unrealized +38.1%
XOM Exxon Mobil Corp 0.2%
Value ($000) $15,654 Shares 138,841 Est. Cost $92.09 Unrealized +19.1%
CMCSA Comcast Corp 0.2%
Value ($000) $15,623 Shares 497,237 Est. Cost $38.33 Unrealized -13.5%
ABBV AbbVie Inc 0.2%
Value ($000) $15,606 Shares 67,401 Est. Cost $153.96 Unrealized +31.2%
LVS Las Vegas Sands Corp 0.2%
Value ($000) $14,787 Shares 274,900 Est. Cost $49.78 Unrealized +5.0%
VV Vanguard Large-Cap ETF 0.2%
Value ($000) $14,767 Shares 47,968 Est. Cost $202.32 Unrealized
AES AES Corp/VA 0.2%
Value ($000) $14,397 Shares 1,094,000 Est. Cost $16.98 Unrealized -24.8%
MDY SPDR S&P MidCap 400 ETF Trust 0.2%
Value ($000) $14,339 Shares 24,058 Est. Cost $544.29 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $13,599 Shares 263,601 Est. Cost $32.13 Unrealized +50.5%
SPTI SPDR Portfolio Intermediate Te 0.1%
Value ($000) $13,043 Shares 451,307 Est. Cost $28.79 Unrealized
ASML ASML Holding NV - Spons NY Reg 0.1%
Value ($000) $12,542 Shares 12,955 Est. Cost $649.66 Unrealized
EOG EOG Resources Inc 0.1%
Value ($000) $12,394 Shares 110,540 Est. Cost $75.96 Unrealized +55.3%
FAST Fastenal Co 0.1%
Value ($000) $12,173 Shares 248,234 Est. Cost $29.60 Unrealized +58.6%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $11,544 Shares 33,433 Est. Cost $311.77 Unrealized -4.1%
XSHQ Invesco S&P SmallCap Quality E 0.1%
Value ($000) $11,358 Shares 263,953 Est. Cost $42.05 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $11,229 Shares 83,833 Est. Cost $99.69 Unrealized +31.0%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $10,549 Shares 157,300 Est. Cost $118.25 Unrealized -40.5%
VCSH Vanguard Short-Term Corporate 0.1%
Value ($000) $10,474 Shares 131,045 Est. Cost $78.30 Unrealized
TMUS T-Mobile US Inc 0.1%
Value ($000) $10,365 Shares 43,300 Est. Cost $219.46 Unrealized +9.5%
ADM Archer-Daniels-Midland Co 0.1%
Value ($000) $10,186 Shares 170,500 Est. Cost $56.49 Unrealized +2.3%
SCHD Schwab US Dividend Equity ETF 0.1%
Value ($000) $9,972 Shares 365,292 Est. Cost $31.44 Unrealized
MTDR Matador Resources Co 0.1%
Value ($000) $9,930 Shares 221,000 Est. Cost $58.77 Unrealized -16.9%
MLPA Global X MLP ETF 0.1%
Value ($000) $9,791 Shares 202,210 Est. Cost $47.27 Unrealized
FLJP Franklin FTSE Japan ETF 0.1%
Value ($000) $9,590 Shares 277,486 Est. Cost $27.20 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $9,548 Shares 126,650 Est. Cost $68.03 Unrealized -0.3%
RIG Transocean Ltd 0.1%
Value ($000) $9,454 Shares 3,030,000 Est. Cost $4.86 Unrealized -37.9%
FLXR TCW Flexible Income ETF 0.1%
Value ($000) $9,391 Shares 235,967 Est. Cost $39.72 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $9,386 Shares 26,608 Est. Cost $481.63 Unrealized -25.5%
PG Procter & Gamble Co 0.1%
Value ($000) $9,320 Shares 60,659 Est. Cost $111.81 Unrealized +38.5%
QLTA iShares Aaa - A Rated Corporat 0.1%
Value ($000) $9,284 Shares 191,538 Est. Cost $46.49 Unrealized
EHC Encompass Health Corp 0.1%
Value ($000) $9,254 Shares 72,853 Est. Cost $53.68 Unrealized +121.0%
CAT Caterpillar Inc 0.1%
Value ($000) $9,169 Shares 19,217 Est. Cost $191.58 Unrealized +122.0%
SPTS SPDR Portfolio Short Term Trea 0.1%
Value ($000) $8,976 Shares 306,146 Est. Cost $29.03 Unrealized
APA APA Corp 0.1%
Value ($000) $8,224 Shares 338,700 Est. Cost $28.16 Unrealized -26.1%
VFH Vanguard Financials ETF 0.1%
Value ($000) $8,164 Shares 62,208 Est. Cost $120.99 Unrealized
USB U.S. Bancorp 0.1%
Value ($000) $8,051 Shares 166,584 Est. Cost $41.08 Unrealized +12.8%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $8,014 Shares 29,384 Est. Cost $233.59 Unrealized +22.2%
STZ Constellation Brands Inc 0.1%
Value ($000) $7,932 Shares 58,900 Est. Cost $206.98 Unrealized -23.9%
ROK Rockwell Automation Inc 0.1%
Value ($000) $7,877 Shares 22,537 Est. Cost $275.94 Unrealized +24.5%
CMI Cummins Inc 0.1%
Value ($000) $7,701 Shares 18,233 Est. Cost $231.84 Unrealized +64.2%
SPYM State Street SPDR Portfolio S& 0.1%
Value ($000) $7,652 Shares 97,674 Est. Cost $71.22 Unrealized
MCD McDonald's Corp 0.1%
Value ($000) $7,474 Shares 24,593 Est. Cost $178.91 Unrealized +68.5%
RLI RLI Corp 0.1%
Value ($000) $6,553 Shares 100,479 Est. Cost $72.75 Unrealized -10.3%
SMG Scotts Miracle-Gro Co/The 0.1%
Value ($000) $6,371 Shares 111,868 Est. Cost $58.56 Unrealized +4.7%
HAYW Hayward Holdings Inc 0.1%
Value ($000) $6,369 Shares 421,221 Est. Cost $13.67 Unrealized +12.1%
VRTX Vertex Pharmaceuticals Inc 0.1%
Value ($000) $6,345 Shares 16,201 Est. Cost $236.06 Unrealized +77.0%
VUG Vanguard Growth ETF 0.1%
Value ($000) $6,326 Shares 13,189 Est. Cost $421.04 Unrealized
CNM Core & Main Inc 0.1%
Value ($000) $6,246 Shares 116,023 Est. Cost $32.35 Unrealized +87.2%
PFE Pfizer Inc 0.1%
Value ($000) $6,170 Shares 242,132 Est. Cost $31.18 Unrealized -22.6%
CL Colgate-Palmolive Co 0.1%
Value ($000) $5,886 Shares 73,635 Est. Cost $71.89 Unrealized +17.7%
ENTG Entegris Inc 0.1%
Value ($000) $5,765 Shares 62,353 Est. Cost $76.55 Unrealized +10.9%
HQY HealthEquity Inc 0.1%
Value ($000) $5,753 Shares 60,707 Est. Cost $72.26 Unrealized +30.2%
FCX Freeport-McMoRan Inc 0.1%
Value ($000) $5,606 Shares 142,941 Est. Cost $45.56 Unrealized -5.2%
FORM FormFactor Inc 0.1%
Value ($000) $5,449 Shares 149,619 Est. Cost $36.47 Unrealized -11.7%
ELV Elevance Health Inc 0.1%
Value ($000) $5,364 Shares 16,600 Est. Cost $414.24 Unrealized -25.6%
BOX Box Inc 0.1%
Value ($000) $5,224 Shares 161,870 Est. Cost $23.80 Unrealized +36.0%
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $5,152 Shares 57,671 Est. Cost $64.36 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $5,132 Shares 207,000 Est. Cost $25.19 Unrealized 0.0%
BABA Alibaba Group Holding Ltd - Sp 0.1%
Value ($000) $5,104 Shares 28,558 Est. Cost $143.46 Unrealized
KN Knowles Corp 0.1%
Value ($000) $5,090 Shares 218,377 Est. Cost $18.03 Unrealized +13.6%
TSM Taiwan Semiconductor Manufactu 0.1%
Value ($000) $4,970 Shares 17,794 Est. Cost $108.38 Unrealized
AXS Axis Capital Holdings Ltd 0.1%
Value ($000) $4,940 Shares 51,565 Est. Cost $41.18 Unrealized +135.2%
CCJ Cameco Corp 0.1%
Value ($000) $4,917 Shares 58,630 Est. Cost $26.72 Unrealized +189.7%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $4,810 Shares 7,186 Est. Cost $369.60 Unrealized
DRS Leonardo DRS Inc 0.1%
Value ($000) $4,761 Shares 104,861 Est. Cost $16.06 Unrealized +170.2%
TCBI Texas Capital Bancshares Inc 0.1%
Value ($000) $4,714 Shares 55,771 Est. Cost $60.34 Unrealized +41.6%
NVDA NVIDIA Corp 0.1%
Value ($000) $4,546 Shares 24,364 Est. Cost $95.15 Unrealized +83.2%
WK Workiva Inc 0.1%
Value ($000) $4,545 Shares 52,797 Est. Cost $83.10 Unrealized -9.6%
OPCH Option Care Health Inc 0.0%
Value ($000) $4,515 Shares 162,647 Est. Cost $28.30 Unrealized +2.3%
CVLT CommVault Systems Inc 0.0%
Value ($000) $4,492 Shares 23,794 Est. Cost $49.42 Unrealized +264.8%
IEI iShares 3-7 Year Treasury Bond 0.0%
Value ($000) $4,462 Shares 37,337 Est. Cost $115.01 Unrealized
WSC WillScot Holdings Corp 0.0%
Value ($000) $4,459 Shares 211,208 Est. Cost $21.60 Unrealized +19.3%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $4,398 Shares 7,181 Est. Cost $568.03 Unrealized
CFLT Confluent Inc 0.0%
Value ($000) $4,323 Shares 218,345 Est. Cost $24.37 Unrealized -14.2%
CIEN Ciena Corp 0.0%
Value ($000) $4,256 Shares 29,216 Est. Cost $47.54 Unrealized +114.2%
POWI Power Integrations Inc 0.0%
Value ($000) $4,149 Shares 103,171 Est. Cost $73.57 Unrealized -35.0%
WAL Western Alliance Bancorp 0.0%
Value ($000) $4,097 Shares 47,243 Est. Cost $40.68 Unrealized +105.9%
CR Crane Co 0.0%
Value ($000) $4,079 Shares 22,154 Est. Cost $76.90 Unrealized +144.8%
SHAK Shake Shack Inc 0.0%
Value ($000) $3,983 Shares 42,552 Est. Cost $72.60 Unrealized +58.3%
OSW OneSpaWorld Holdings Ltd 0.0%
Value ($000) $3,956 Shares 187,118 Est. Cost $10.83 Unrealized +101.3%
VFLO VictoryShares Free Cash Flow E 0.0%
Value ($000) $3,762 Shares 100,307 Est. Cost $35.55 Unrealized
GOOGL Alphabet Inc 0.0%
Value ($000) $3,606 Shares 14,835 Est. Cost $125.68 Unrealized +66.5%
SMPL Simply Good Foods Co/The 0.0%
Value ($000) $3,564 Shares 143,592 Est. Cost $28.27 Unrealized +4.4%
AAGIY AIA Group Ltd - Spons ADR 0.0%
Value ($000) $3,482 Shares 90,594 Est. Cost $32.72 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $3,436 Shares 6,111 Est. Cost $646.43 Unrealized -12.7%
VFC VF Corp 0.0%
Value ($000) $3,397 Shares 235,396 Est. Cost $17.55 Unrealized -23.5%
IQLT iShares MSCI International Qua 0.0%
Value ($000) $3,272 Shares 74,040 Est. Cost $36.92 Unrealized
HDB HDFC Bank Ltd - Spons ADR 0.0%
Value ($000) $3,247 Shares 95,050 Est. Cost $53.05 Unrealized
AZN AstraZeneca PLC - Spons ADR 0.0%
Value ($000) $3,236 Shares 42,179 Est. Cost $54.51 Unrealized
THG Hanover Insurance Group Inc/Th 0.0%
Value ($000) $3,233 Shares 17,800 Est. Cost $164.62 Unrealized +3.2%
CCOI Cogent Communications Holdings 0.0%
Value ($000) $3,211 Shares 83,719 Est. Cost $51.19 Unrealized -19.9%
WMS Advanced Drainage Systems Inc 0.0%
Value ($000) $3,210 Shares 23,143 Est. Cost $111.63 Unrealized +17.4%
PRMB Primo Brands Corp 0.0%
Value ($000) $3,171 Shares 143,492 Est. Cost $28.07 Unrealized -7.8%
PNGAY Ping An Insurance Group Co of 0.0%
Value ($000) $3,170 Shares 232,910 Est. Cost $12.62 Unrealized
EADSY Airbus SE - Unspons ADR 0.0%
Value ($000) $3,167 Shares 54,405 Est. Cost $25.58 Unrealized
GWW WW Grainger Inc 0.0%
Value ($000) $3,132 Shares 3,287 Est. Cost $469.42 Unrealized +113.2%
SPMD SPDR Portfolio S&P 400 Mid Cap 0.0%
Value ($000) $3,034 Shares 53,052 Est. Cost $54.90 Unrealized
SONY Sony Group Corp - Spons ADR 0.0%
Value ($000) $3,020 Shares 104,903 Est. Cost $40.75 Unrealized
CXT Crane NXT Co 0.0%
Value ($000) $3,018 Shares 44,999 Est. Cost $41.67 Unrealized +42.3%
DLTH Duluth Holdings Inc 0.0%
Value ($000) $2,982 Shares 762,777 Est. Cost $13.99 Unrealized -80.9%
OLLI Ollie's Bargain Outlet Holding 0.0%
Value ($000) $2,963 Shares 23,073 Est. Cost $56.25 Unrealized +136.0%
BWIN Baldwin Insurance Group Inc/Th 0.0%
Value ($000) $2,961 Shares 104,951 Est. Cost $33.59 Unrealized +3.4%
AVGO Broadcom Inc 0.0%
Value ($000) $2,907 Shares 8,813 Est. Cost $200.82 Unrealized +52.2%
CTS CTS Corp 0.0%
Value ($000) $2,889 Shares 72,341 Est. Cost $37.86 Unrealized +9.3%
TCEHY Tencent Holdings Ltd - Unspons 0.0%
Value ($000) $2,845 Shares 33,412 Est. Cost $42.46 Unrealized
META Meta Platforms Inc 0.0%
Value ($000) $2,807 Shares 3,822 Est. Cost $471.30 Unrealized +57.7%
PUK Prudential PLC - Spons ADR 0.0%
Value ($000) $2,786 Shares 99,529 Est. Cost $31.67 Unrealized
RVLV Revolve Group Inc 0.0%
Value ($000) $2,752 Shares 129,200 Est. Cost $24.67 Unrealized -11.6%
WMMVY Wal-Mart de Mexico SAB de CV - 0.0%
Value ($000) $2,745 Shares 88,995 Est. Cost $34.62 Unrealized
EPC Edgewell Personal Care Co 0.0%
Value ($000) $2,732 Shares 134,168 Est. Cost $27.90 Unrealized -17.0%
ITUB Itau Unibanco Holding SA - Spo 0.0%
Value ($000) $2,679 Shares 364,971 Est. Cost $5.18 Unrealized
BINV Brandes International ETF 0.0%
Value ($000) $2,657 Shares 69,155 Est. Cost $38.42 Unrealized
MWA Mueller Water Products Inc 0.0%
Value ($000) $2,585 Shares 101,282 Est. Cost $14.52 Unrealized +74.6%
DSMC Distillate Small/Mid Cash Flow 0.0%
Value ($000) $2,551 Shares 71,111 Est. Cost $36.35 Unrealized
SEZL Sezzle Inc 0.0%
Value ($000) $2,508 Shares 31,534 Est. Cost $114.79 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $2,502 Shares 156,965 Est. Cost $10.20 Unrealized
DTEGY Deutsche Telekom AG - Spons AD 0.0%
Value ($000) $2,501 Shares 73,240 Est. Cost $18.80 Unrealized
CHRD Chord Energy Corp 0.0%
Value ($000) $2,463 Shares 24,790 Est. Cost $133.66 Unrealized -23.0%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $2,455 Shares 11,375 Est. Cost $155.96 Unrealized
DQJCY Pan Pacific International Hold 0.0%
Value ($000) $2,437 Shares 73,749 Est. Cost $16.29 Unrealized
OLN Olin Corp 0.0%
Value ($000) $2,426 Shares 97,061 Est. Cost $27.33 Unrealized -19.9%
KIGRY KION Group AG - Unspons ADR 0.0%
Value ($000) $2,413 Shares 143,075 Est. Cost $7.96 Unrealized
KRYAY Kerry Group PLC - Spons ADR 0.0%
Value ($000) $2,395 Shares 26,616 Est. Cost $94.64 Unrealized
DSNKY Daiichi Sankyo Co Ltd - Spons 0.0%
Value ($000) $2,315 Shares 103,259 Est. Cost $27.18 Unrealized
PKW Invesco BuyBack Achievers ETF 0.0%
Value ($000) $2,248 Shares 16,969 Est. Cost $68.99 Unrealized
SIEGY Siemens AG - Spons ADR 0.0%
Value ($000) $2,239 Shares 16,581 Est. Cost $51.66 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $2,187 Shares 15,613 Est. Cost $102.23 Unrealized
ADDYY adidas AG - Spons ADR 0.0%
Value ($000) $2,166 Shares 20,442 Est. Cost $76.38 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $2,141 Shares 25,514 Est. Cost $67.17 Unrealized +20.6%
AMGN Amgen Inc 0.0%
Value ($000) $2,081 Shares 7,375 Est. Cost $189.55 Unrealized +51.2%
TRYIY Toray Industries Inc - Unspons 0.0%
Value ($000) $2,040 Shares 161,135 Est. Cost $11.14 Unrealized
INFY Infosys Ltd - Spons ADR 0.0%
Value ($000) $1,998 Shares 122,805 Est. Cost $18.31 Unrealized
SCCO Southern Copper Corp 0.0%
Value ($000) $1,993 Shares 16,424 Est. Cost $46.80 Unrealized +108.8%
EXP Eagle Materials Inc 0.0%
Value ($000) $1,976 Shares 8,478 Est. Cost $226.24 Unrealized 0.0%
CP Canadian Pacific Kansas City L 0.0%
Value ($000) $1,939 Shares 26,029 Est. Cost $75.87 Unrealized +0.5%
CRL Charles River Laboratories Int 0.0%
Value ($000) $1,935 Shares 12,366 Est. Cost $158.82 Unrealized 0.0%
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $1,918 Shares 11,379 Est. Cost $76.29 Unrealized +79.4%
GMAB Genmab A/S - Spons ADR 0.0%
Value ($000) $1,886 Shares 61,492 Est. Cost $31.02 Unrealized
TSRYY Treasury Wine Estates Ltd - Sp 0.0%
Value ($000) $1,884 Shares 406,872 Est. Cost $6.87 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $1,858 Shares 3,817 Est. Cost $386.57 Unrealized +38.1%
IRM Iron Mountain Inc 0.0%
Value ($000) $1,831 Shares 17,960 Est. Cost $24.61 Unrealized +284.8%
MRAAY Murata Manufacturing Co Ltd - 0.0%
Value ($000) $1,746 Shares 185,714 Est. Cost $12.57 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $1,738 Shares 7,634 Est. Cost $145.91 Unrealized +52.9%
NHYDY Norsk Hydro ASA - Spons ADR 0.0%
Value ($000) $1,699 Shares 247,680 Est. Cost $5.83 Unrealized
LSRCY Lasertec Corp - Unspons ADR 0.0%
Value ($000) $1,692 Shares 61,622 Est. Cost $24.85 Unrealized
WIZEY Wise PLC - Spons ADR 0.0%
Value ($000) $1,628 Shares 114,245 Est. Cost $14.58 Unrealized
FMX Fomento Economico Mexicano SAB 0.0%
Value ($000) $1,619 Shares 16,411 Est. Cost $110.24 Unrealized
FNDX Schwab Fundamental U.S. Large 0.0%
Value ($000) $1,598 Shares 60,771 Est. Cost $29.10 Unrealized
RACE Ferrari NV 0.0%
Value ($000) $1,589 Shares 3,275 Est. Cost $270.66 Unrealized +77.0%
CABGY Carlsberg AS - Spons ADR 0.0%
Value ($000) $1,578 Shares 67,809 Est. Cost $25.17 Unrealized
CyberArk Software Ltd 0.0%
Value ($000) $1,573 Shares 3,255 Est. Cost $154.73 Unrealized
PRDSY PRADA SpA - Unspons ADR 0.0%
Value ($000) $1,556 Shares 129,807 Est. Cost $12.30 Unrealized
SAP SAP SE - Spons ADR 0.0%
Value ($000) $1,532 Shares 5,735 Est. Cost $111.65 Unrealized
GMED Globus Medical Inc 0.0%
Value ($000) $1,532 Shares 26,750 Est. Cost $67.06 Unrealized -14.1%
SYY Sysco Corp 0.0%
Value ($000) $1,526 Shares 18,529 Est. Cost $78.85 Unrealized 0.0%
SXYAY Sika AG - Unspons ADR 0.0%
Value ($000) $1,502 Shares 67,308 Est. Cost $23.53 Unrealized
ATEYY Advantest Corp - Spons ADR 0.0%
Value ($000) $1,502 Shares 14,946 Est. Cost $73.96 Unrealized
NU NU Holdings Ltd 0.0%
Value ($000) $1,477 Shares 92,245 Est. Cost $13.95 Unrealized 0.0%
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $1,465 Shares 28,845 Est. Cost $50.71 Unrealized
LZAGY Lonza Group AG - Unspons ADR 0.0%
Value ($000) $1,461 Shares 21,926 Est. Cost $41.11 Unrealized
DGX Quest Diagnostics Inc 0.0%
Value ($000) $1,441 Shares 7,562 Est. Cost $149.45 Unrealized +18.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,439 Shares 33,534 Est. Cost $45.46 Unrealized 0.0%
SCBFY Standard Chartered PLC - Unspo 0.0%
Value ($000) $1,435 Shares 36,496 Est. Cost $39.32 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $1,410 Shares 22,483 Est. Cost $61.40 Unrealized 0.0%
MOS Mosaic Co/The 0.0%
Value ($000) $1,407 Shares 40,574 Est. Cost $31.40 Unrealized +8.2%
SHECY Shin-Etsu Chemical Co Ltd - Un 0.0%
Value ($000) $1,388 Shares 85,165 Est. Cost $19.96 Unrealized
NICE Nice Ltd - Spons ADR 0.0%
Value ($000) $1,381 Shares 9,540 Est. Cost $144.78 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $1,376 Shares 5,686 Est. Cost $235.78 Unrealized
AIQUY Air Liquide SA - Unspons ADR 0.0%
Value ($000) $1,328 Shares 32,045 Est. Cost $26.78 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $1,281 Shares 5,969 Est. Cost $109.03 Unrealized +83.6%
HESAY Hermes International SCA - Uns 0.0%
Value ($000) $1,214 Shares 4,954 Est. Cost $266.04 Unrealized
VICI VICI Properties Inc 0.0%
Value ($000) $1,188 Shares 36,430 Est. Cost $31.28 Unrealized +2.5%
NJDCY Nidec Corp - Spons ADR 0.0%
Value ($000) $1,181 Shares 271,549 Est. Cost $9.24 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $1,143 Shares 2,440 Est. Cost $175.82 Unrealized
SYIEY Symrise AG - Unspons ADR 0.0%
Value ($000) $1,115 Shares 51,485 Est. Cost $26.89 Unrealized
SHEL Shell PLC - Spons ADR 0.0%
Value ($000) $1,113 Shares 15,563 Est. Cost $54.51 Unrealized
GRMN Garmin Ltd 0.0%
Value ($000) $1,079 Shares 4,384 Est. Cost $96.97 Unrealized +136.2%
AFL Aflac Inc 0.0%
Value ($000) $1,063 Shares 9,516 Est. Cost $78.96 Unrealized +32.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $983 Shares 11,725 Est. Cost $40.01 Unrealized +101.1%
UPS United Parcel Service Inc 0.0%
Value ($000) $932 Shares 11,160 Est. Cost $136.07 Unrealized -35.2%
GD General Dynamics Corp 0.0%
Value ($000) $897 Shares 2,630 Est. Cost $213.45 Unrealized +47.0%
MA Mastercard Inc 0.0%
Value ($000) $874 Shares 1,537 Est. Cost $347.40 Unrealized +65.1%
INTU Intuit Inc 0.0%
Value ($000) $819 Shares 1,200 Est. Cost $404.46 Unrealized +77.9%
BBJP JPMorgan BetaBuilders Japan ET 0.0%
Value ($000) $770 Shares 11,615 Est. Cost $51.56 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $759 Shares 2,985 Est. Cost $240.28 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $759 Shares 124,000 Est. Cost $8.66 Unrealized -44.6%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $755 Shares 8,648 Est. Cost $75.96 Unrealized
QLTY GMO US Quality ETF 0.0%
Value ($000) $752 Shares 20,787 Est. Cost $31.89 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $751 Shares 2,690 Est. Cost $123.81 Unrealized +114.8%
WM Waste Management Inc 0.0%
Value ($000) $723 Shares 3,275 Est. Cost $107.91 Unrealized +107.3%
ATI ATI Inc 0.0%
Value ($000) $691 Shares 8,500 Est. Cost $68.45 Unrealized +18.4%
KO Coca-Cola Co 0.0%
Value ($000) $652 Shares 9,825 Est. Cost $42.75 Unrealized +58.9%
IUSG iShares Core S&P U.S. Growth E 0.0%
Value ($000) $628 Shares 3,815 Est. Cost $105.53 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $622 Shares 1,701 Est. Cost $326.63 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $616 Shares 2,897 Est. Cost $185.05 Unrealized +17.7%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $609 Shares 6,304 Est. Cost $86.28 Unrealized
SCHF Schwab International Equity ET 0.0%
Value ($000) $585 Shares 25,140 Est. Cost $18.50 Unrealized
CSCO Cisco Systems Inc 0.0%
Value ($000) $554 Shares 8,097 Est. Cost $38.69 Unrealized +74.2%
MKL Markel Corp 0.0%
Value ($000) $533 Shares 279 Est. Cost $1130.29 Unrealized +73.4%
BA Boeing Co/The 0.0%
Value ($000) $507 Shares 2,350 Est. Cost $188.88 Unrealized +19.4%
MU Micron Technology Inc 0.0%
Value ($000) $502 Shares 3,000 Est. Cost $95.73 Unrealized +33.5%
TFLO iShares Treasury Floating Rate 0.0%
Value ($000) $479 Shares 9,469 Est. Cost $41.40 Unrealized
QUAL iShares MSCI USA Quality Facto 0.0%
Value ($000) $449 Shares 2,309 Est. Cost $103.70 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $444 Shares 4,000 Est. Cost $74.85 Unrealized +50.0%
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $438 Shares 3,078 Est. Cost $102.62 Unrealized
LNT Alliant Energy Corp 0.0%
Value ($000) $434 Shares 6,431 Est. Cost $43.95 Unrealized +45.4%
SHV iShares Short Treasury Bond ET 0.0%
Value ($000) $414 Shares 3,748 Est. Cost $110.53 Unrealized
AIQ Global X Artificial Intelligen 0.0%
Value ($000) $404 Shares 8,173 Est. Cost $36.38 Unrealized
BCD abrdn Bloomberg All Commodity 0.0%
Value ($000) $392 Shares 11,400 Est. Cost $34.36 Unrealized
NSRGY Nestle SA - Spons ADR 0.0%
Value ($000) $370 Shares 4,033 Est. Cost $110.21 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $335 Shares 3,519 Est. Cost $93.20 Unrealized
IWO iShares Russell 2000 Growth ET 0.0%
Value ($000) $330 Shares 1,032 Est. Cost $286.59 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $327 Shares 3,176 Est. Cost $67.84 Unrealized +46.3%
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $317 Shares 5,851 Est. Cost $44.04 Unrealized
TGT Target Corp 0.0%
Value ($000) $305 Shares 3,395 Est. Cost $139.76 Unrealized -30.8%
BX Blackstone Group Inc/The 0.0%
Value ($000) $294 Shares 1,721 Est. Cost $97.43 Unrealized +73.9%
J Jacobs Solutions Inc 0.0%
Value ($000) $283 Shares 1,886 Est. Cost $100.38 Unrealized +42.6%
MGEE MGE Energy Inc 0.0%
Value ($000) $264 Shares 3,138 Est. Cost $71.77 Unrealized +17.8%
CSX CSX Corp 0.0%
Value ($000) $245 Shares 6,888 Est. Cost $31.25 Unrealized +8.6%
RTX Raytheon Technologies Corp 0.0%
Value ($000) $243 Shares 1,454 Est. Cost $124.76 Unrealized +23.7%
BSX Boston Scientific Corp 0.0%
Value ($000) $241 Shares 2,464 Est. Cost $64.30 Unrealized +61.1%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $239 Shares 398 Est. Cost $551.64 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $239 Shares 3,675 Est. Cost $61.21 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $239 Shares 1,762 Est. Cost $56.08 Unrealized +150.5%
AWI Armstrong World Industries Inc 0.0%
Value ($000) $231 Shares 1,177 Est. Cost $85.66 Unrealized +116.6%
PM Philip Morris International In 0.0%
Value ($000) $226 Shares 1,393 Est. Cost $167.37 Unrealized -1.3%
BMO Bank of Montreal 0.0%
Value ($000) $222 Shares 1,702 Est. Cost $118.02 Unrealized 0.0%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $218 Shares 742 Est. Cost $258.53 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $213 Shares 3,230 Est. Cost $61.42 Unrealized 0.0%
NVS Novartis AG - Spons ADR 0.0%
Value ($000) $208 Shares 1,619 Est. Cost $128.24 Unrealized