Fisher Asset Management, LLC Diversified Active

CIK: 0000850529 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 9, 2026

Total Value ($000): $292,994,292 (100.0% shares, 0.0% debt)

Holdings (1,017)

New Positions (116)

UL UNILEVER PLC 0.5%
Value ($000) $1,351,081 Shares 20,658,738 Est. Cost $65.40 Unrealized
TTE TOTALENERGIES SE ACT 0.4%
Value ($000) $1,264,198 Shares 19,324,336 Est. Cost $63.23 Unrealized 0.0%
BDC BELDEN INC 0.0%
Value ($000) $43,097 Shares 369,776 Est. Cost $116.62 Unrealized 0.0%
BELFB BEL FUSE INC 0.0%
Value ($000) $42,680 Shares 251,608 Est. Cost $156.18 Unrealized 0.0%
FDP FRESH DEL MONTE PRODUCE INC 0.0%
Value ($000) $21,174 Shares 594,268 Est. Cost $35.55 Unrealized 0.0%
ACLX ARCELLX INC 0.0%
Value ($000) $21,050 Shares 322,855 Est. Cost $79.78 Unrealized 0.0%
CVLT COMMVAULT SYS INC 0.0%
Value ($000) $20,354 Shares 162,364 Est. Cost $140.69 Unrealized 0.0%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $17,776 Shares 232,401 Est. Cost $65.64 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST 0.0%
Value ($000) $15,315 Shares 308,887 Est. Cost $49.58 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $10,483 Shares 661,378 Est. Cost $15.68 Unrealized 0.0%
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $5,687 Shares 65,114 Est. Cost $81.85 Unrealized 0.0%
KURA KURA ONCOLOGY INC 0.0%
Value ($000) $4,904 Shares 471,993 Est. Cost $10.49 Unrealized 0.0%
DYN DYNE THERAPEUTICS INC 0.0%
Value ($000) $4,891 Shares 250,065 Est. Cost $18.94 Unrealized 0.0%
POWW OUTDOOR HOLDING CO COM 0.0%
Value ($000) $2,693 Shares 1,574,625 Est. Cost $1.72 Unrealized 0.0%
CFLT CONFLUENT INC 0.0%
Value ($000) $2,073 Shares 68,545 Est. Cost $24.55 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $2,066 Shares 11,991 Est. Cost $151.55 Unrealized 0.0%
FOX FOX CORP 0.0%
Value ($000) $1,738 Shares 26,766 Est. Cost $58.38 Unrealized 0.0%
BCPC BALCHEM CORP 0.0%
Value ($000) $1,364 Shares 8,893 Est. Cost $151.78 Unrealized 0.0%
SNX TD SYNNEX CORP 0.0%
Value ($000) $1,243 Shares 8,276 Est. Cost $152.83 Unrealized 0.0%
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $1,113 Shares 14,089 Est. Cost $71.78 Unrealized 0.0%
ONEV SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $1,045 Shares 7,846 Est. Cost $133.19 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $985 Shares 6,959 Est. Cost $141.49 Unrealized
KRYS KRYSTAL BIOTECH INC SHS 0.0%
Value ($000) $933 Shares 3,786 Est. Cost $210.47 Unrealized 0.0%
EMXC ISHARES INC MSCI EMRG CHN 0.0%
Value ($000) $862 Shares 11,866 Est. Cost $72.68 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $770 Shares 7,514 Est. Cost $102.43 Unrealized
TYRA TYRA BIOSCIENCE INC 0.0%
Value ($000) $757 Shares 28,800 Est. Cost $18.37 Unrealized 0.0%
PENG PENGUIN SOLUTIONS INC 0.0%
Value ($000) $716 Shares 36,599 Est. Cost $21.43 Unrealized 0.0%
AVNW AVIAT NETWORKS INC 0.0%
Value ($000) $678 Shares 31,719 Est. Cost $22.31 Unrealized 0.0%
DGRW WISDOMTREE TR US QTLY DIV GRT 0.0%
Value ($000) $675 Shares 7,547 Est. Cost $89.43 Unrealized
SLDB SOLID BIOSCIENCES INC 0.0%
Value ($000) $584 Shares 103,481 Est. Cost $5.42 Unrealized 0.0%
SMDV PROSHARES TR RUSS 2000 DIVD 0.0%
Value ($000) $582 Shares 8,800 Est. Cost $66.08 Unrealized
DNTH DIANTHUS THERAPEUTICS INC 0.0%
Value ($000) $575 Shares 13,948 Est. Cost $38.77 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $560 Shares 3,430 Est. Cost $161.22 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $553 Shares 9,663 Est. Cost $57.24 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA 0.0%
Value ($000) $524 Shares 17,701 Est. Cost $29.61 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $522 Shares 13,235 Est. Cost $39.45 Unrealized
DEM WISDOMTREE TR EMER MKT HIGH FD 0.0%
Value ($000) $503 Shares 10,761 Est. Cost $46.71 Unrealized
EIPI FIRST TR EXCHNG TRADED FD VIII 0.0%
Value ($000) $498 Shares 25,041 Est. Cost $19.87 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $485 Shares 3,519 Est. Cost $131.57 Unrealized 0.0%
SHYG ISHARES TR 05YR HI YL CP 0.0%
Value ($000) $467 Shares 10,897 Est. Cost $42.87 Unrealized
SDY SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $456 Shares 3,273 Est. Cost $139.19 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $427 Shares 5,790 Est. Cost $75.50 Unrealized 0.0%
CLS CELESTICA INC 0.0%
Value ($000) $415 Shares 1,405 Est. Cost $301.37 Unrealized 0.0%
STRO SUTRO BIOPHARMA INC 0.0%
Value ($000) $408 Shares 35,305 Est. Cost $9.49 Unrealized 0.0%
REG REGENCY CTRS CORP 0.0%
Value ($000) $407 Shares 5,899 Est. Cost $69.47 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $405 Shares 3,779 Est. Cost $113.62 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX FDS 0.0%
Value ($000) $396 Shares 4,377 Est. Cost $90.40 Unrealized
DYNF BLACKROCK ETF TRUST ISHARES US 0.0%
Value ($000) $386 Shares 6,340 Est. Cost $60.82 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $366 Shares 2,908 Est. Cost $140.75 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR US TIPS ET 0.0%
Value ($000) $358 Shares 13,523 Est. Cost $26.49 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN F 0.0%
Value ($000) $354 Shares 4,648 Est. Cost $76.24 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value ($000) $343 Shares 3,711 Est. Cost $92.31 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW 0.0%
Value ($000) $341 Shares 1,127 Est. Cost $302.28 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $338 Shares 22,531 Est. Cost $15.00 Unrealized
AVDE AMERICAN CENTY ETF TR INTL EQT 0.0%
Value ($000) $334 Shares 4,053 Est. Cost $82.32 Unrealized
DFAE DIMENSIONAL ETF TRUST EMGR CRE 0.0%
Value ($000) $331 Shares 10,168 Est. Cost $32.57 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR UTS 0.0%
Value ($000) $327 Shares 541 Est. Cost $603.99 Unrealized
DGII DIGI INTL INC 0.0%
Value ($000) $317 Shares 7,317 Est. Cost $40.05 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS SHORT 0.0%
Value ($000) $315 Shares 5,355 Est. Cost $58.74 Unrealized
PFSI PENNYMAC FINANCIAL SERVICES 0.0%
Value ($000) $314 Shares 2,378 Est. Cost $126.84 Unrealized 0.0%
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value ($000) $306 Shares 6,620 Est. Cost $46.29 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS IN 0.0%
Value ($000) $306 Shares 6,297 Est. Cost $47.08 Unrealized 0.0%
ARM ARM HOLDINGS PLC ADR 0.0%
Value ($000) $299 Shares 2,732 Est. Cost $109.31 Unrealized
SPMD SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $296 Shares 5,103 Est. Cost $57.92 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDX 0.0%
Value ($000) $283 Shares 1,594 Est. Cost $177.40 Unrealized
BRO BROWN BROWN INC 0.0%
Value ($000) $283 Shares 3,546 Est. Cost $83.36 Unrealized 0.0%
AVIV AMERICAN CENTY ETF TR INTERNAT 0.0%
Value ($000) $272 Shares 3,818 Est. Cost $71.23 Unrealized
FBK FB FINL CORP COM 0.0%
Value ($000) $269 Shares 4,828 Est. Cost $55.62 Unrealized 0.0%
DISV DIMENSIONAL ETF TRUST INTL SMA 0.0%
Value ($000) $269 Shares 7,086 Est. Cost $38.00 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ 0.0%
Value ($000) $264 Shares 8,052 Est. Cost $32.75 Unrealized
SPEU SPDR INDEX SHS FDS PORTFLO EUR 0.0%
Value ($000) $263 Shares 5,054 Est. Cost $52.14 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $259 Shares 13,571 Est. Cost $20.00 Unrealized 0.0%
JEPQ J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $256 Shares 4,405 Est. Cost $58.12 Unrealized
IVLU ISHARES TR MSCI INTL VLU FT 0.0%
Value ($000) $249 Shares 6,543 Est. Cost $38.05 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $248 Shares 1,130 Est. Cost $244.09 Unrealized 0.0%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $247 Shares 2,212 Est. Cost $101.05 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $245 Shares 1,996 Est. Cost $128.69 Unrealized 0.0%
XT ISHARES TR FUTURE EXPONENTI 0.0%
Value ($000) $245 Shares 3,518 Est. Cost $69.76 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD 0.0%
Value ($000) $245 Shares 4,916 Est. Cost $49.84 Unrealized
PFF ISHARES PREFERRED INCOME SEC 0.0%
Value ($000) $245 Shares 7,911 Est. Cost $30.96 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $245 Shares 2,850 Est. Cost $85.79 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $244 Shares 3,520 Est. Cost $69.43 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $241 Shares 1,187 Est. Cost $185.56 Unrealized 0.0%
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $238 Shares 928 Est. Cost $249.31 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $235 Shares 2,721 Est. Cost $84.17 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $231 Shares 2,222 Est. Cost $108.25 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $227 Shares 1,017 Est. Cost $265.35 Unrealized 0.0%
SLV ISHARES SILVER TR ISHARES 0.0%
Value ($000) $224 Shares 3,483 Est. Cost $64.43 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $223 Shares 4,770 Est. Cost $48.68 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR AVANTIS 0.0%
Value ($000) $222 Shares 2,879 Est. Cost $77.02 Unrealized
JPST J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 4,370 Est. Cost $50.59 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $220 Shares 1,269 Est. Cost $182.07 Unrealized 0.0%
B BARRICK MNG CORP 0.0%
Value ($000) $219 Shares 5,034 Est. Cost $37.42 Unrealized 0.0%
IGSB ISHARES SHORTTERM CORPORATE B 0.0%
Value ($000) $218 Shares 4,118 Est. Cost $52.89 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $216 Shares 238 Est. Cost $960.73 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS PORTFOLIO E 0.0%
Value ($000) $214 Shares 4,566 Est. Cost $46.82 Unrealized
GFI GOLD FIELDS LTD ADR 0.0%
Value ($000) $214 Shares 4,895 Est. Cost $43.66 Unrealized
BBEU J P MORGAN EXCHANGE TRADED FD 0.0%
Value ($000) $213 Shares 2,908 Est. Cost $73.30 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $212 Shares 2,766 Est. Cost $71.65 Unrealized 0.0%
JAAA JANUS DETROIT STR TR HENDRSON 0.0%
Value ($000) $212 Shares 4,182 Est. Cost $50.58 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $210 Shares 2,116 Est. Cost $98.79 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $210 Shares 818 Est. Cost $261.32 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $206 Shares 304 Est. Cost $681.02 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $205 Shares 1,746 Est. Cost $122.44 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $203 Shares 4,058 Est. Cost $53.71 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $201 Shares 1,437 Est. Cost $135.45 Unrealized 0.0%
CSTM CONSTELLIUM SE 0.0%
Value ($000) $192 Shares 10,173 Est. Cost $16.60 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $150 Shares 23,828 Est. Cost $6.28 Unrealized
OCSL OAKTREE SPECIALTY LENDING CORP 0.0%
Value ($000) $132 Shares 10,325 Est. Cost $13.36 Unrealized 0.0%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $111 Shares 14,000 Est. Cost $9.57 Unrealized 0.0%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $100 Shares 12,790 Est. Cost $7.68 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $52 Shares 10,402 Est. Cost $5.00 Unrealized
HUMA HUMACYTE INC 0.0%
Value ($000) $47 Shares 49,400 Est. Cost $1.42 Unrealized 0.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS FD 0.0%
Value ($000) $43 Shares 11,265 Est. Cost $3.84 Unrealized
ARAY ACCURAY INC 0.0%
Value ($000) $10 Shares 12,060 Est. Cost $1.25 Unrealized 0.0%
ASPIRE BIOPHARMA HLDGS INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.13 Unrealized

Increased Positions (418)

IEF ISHARES TR 7 10YR TR BD ETF 4.4%
Value ($000) $12,965,539 (+53.3%) Shares 134,832,971 (+53.8%) Est. Cost $96.94 Unrealized
GOOGL ALPHABET INC CLASS A 4.1%
Value ($000) $11,927,189 (+30.8%) Shares 38,106,033 (+1.6%) Est. Cost $119.59 Unrealized +138.8%
LLY ELI LILLY CO 1.7%
Value ($000) $4,950,328 (+45.7%) Shares 4,606,327 (+3.4%) Est. Cost $315.09 Unrealized +203.3%
AAPL APPLE INC 5.1%
Value ($000) $14,992,196 (+8.1%) Shares 55,146,752 (+1.3%) Est. Cost $111.23 Unrealized +141.3%
ORCL ORACLE CORP 0.6%
Value ($000) $1,815,426 (-28.6%) Shares 9,314,177 (+3.0%) Est. Cost $56.50 Unrealized +321.3%
GS GOLDMAN SACHS GROUP INC 2.0%
Value ($000) $5,952,199 (+12.2%) Shares 6,771,556 (+1.7%) Est. Cost $300.26 Unrealized +170.9%
MSFT MICROSOFT CORP 4.2%
Value ($000) $12,235,785 (-4.9%) Shares 25,300,410 (+1.8%) Est. Cost $157.29 Unrealized +218.3%
AVGO BROADCOM INC COM 1.6%
Value ($000) $4,791,480 (+15.2%) Shares 13,844,206 (+9.8%) Est. Cost $170.91 Unrealized +108.9%
C CITIGROUP INC 1.3%
Value ($000) $3,954,307 (+17.9%) Shares 33,887,285 (+2.6%) Est. Cost $50.76 Unrealized +104.2%
MRK MERCK CO INC 0.9%
Value ($000) $2,618,166 (+29.6%) Shares 24,873,327 (+3.3%) Est. Cost $72.41 Unrealized +28.8%
ASML ASML HOLDING N V NYS 1.6%
Value ($000) $4,798,268 (+13.9%) Shares 4,484,949 (+3.0%) Est. Cost $444.48 Unrealized
MS MORGAN STANLEY 1.5%
Value ($000) $4,441,505 (+14.1%) Shares 25,018,335 (+2.1%) Est. Cost $68.74 Unrealized +142.2%
TSM TAIWAN SEMICONDUCTOR MFG L ADR 1.9%
Value ($000) $5,514,662 (+10.7%) Shares 18,146,900 (+1.8%) Est. Cost $47.52 Unrealized
NFLX NETFLIX INC COM 0.7%
Value ($000) $1,921,180 (-21.2%) Shares 20,490,399 (+907.5%) Est. Cost $101.50 Unrealized +6.2%
BCS BARCLAYS PLC ADR 0.8%
Value ($000) $2,284,139 (+28.5%) Shares 89,750,069 (+4.3%) Est. Cost $16.28 Unrealized
AMZN AMAZON COM INC COM 2.6%
Value ($000) $7,754,078 (+6.7%) Shares 33,593,612 (+1.5%) Est. Cost $130.25 Unrealized +75.6%
UBS UBS GROUP AG 1.0%
Value ($000) $2,968,807 (+18.4%) Shares 64,107,264 (+4.8%) Est. Cost $33.47 Unrealized +20.7%
RTX RTX CORPORATION COM 1.4%
Value ($000) $3,998,155 (+12.8%) Shares 21,800,188 (+3.0%) Est. Cost $91.77 Unrealized +88.9%
META META PLATFORMS INC CL A 1.5%
Value ($000) $4,363,124 (-8.5%) Shares 6,609,892 (+1.7%) Est. Cost $325.63 Unrealized +104.9%
AXP AMERICAN EXPRESS CO 1.1%
Value ($000) $3,338,238 (+13.2%) Shares 9,023,482 (+1.6%) Est. Cost $94.57 Unrealized +277.5%
AZN ASTRAZENECA PLC ADR 0.7%
Value ($000) $1,985,820 (+22.3%) Shares 21,601,433 (+2.1%) Est. Cost $60.24 Unrealized
SONY SONY GROUP CORP ADR 1.0%
Value ($000) $2,789,929 (-10.8%) Shares 108,981,588 (+4.1%) Est. Cost $28.02 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $1,741,004 (+22.4%) Shares 3,410,723 (+1.3%) Est. Cost $244.28 Unrealized +90.9%
SAP SAP SE ADR 1.2%
Value ($000) $3,577,793 (-8.0%) Shares 14,728,881 (+1.2%) Est. Cost $213.06 Unrealized
RIO RIO TINTO PLC ADR 0.5%
Value ($000) $1,572,009 (+24.6%) Shares 19,642,744 (+2.7%) Est. Cost $59.25 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $1,618,069 (+22.6%) Shares 2,792,421 (+2.6%) Est. Cost $419.33 Unrealized +34.8%
NVDA NVIDIA CORP COM 5.5%
Value ($000) $16,049,731 (+1.7%) Shares 86,057,537 (+1.8%) Est. Cost $98.29 Unrealized +89.4%
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value ($000) $1,547,890 (-14.8%) Shares 2,665,512 (+2.4%) Est. Cost $580.74 Unrealized +7.6%
JNJ JOHNSON JOHNSON 0.6%
Value ($000) $1,834,862 (+17.2%) Shares 8,866,207 (+5.0%) Est. Cost $152.97 Unrealized +28.8%
VCIT VANGUARD FDS INT TERM CORP 2.4%
Value ($000) $7,033,022 (+3.7%) Shares 83,976,379 (+4.1%) Est. Cost $76.85 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $1,279,416 (-16.0%) Shares 8,351,824 (+404.3%) Est. Cost $160.31 Unrealized +7.0%
BAC BANK AMERICA CORP 1.0%
Value ($000) $2,958,110 (+8.8%) Shares 53,783,821 (+2.1%) Est. Cost $32.64 Unrealized +61.4%
GSK GSK PLC SPONSORED ADR ADR 0.6%
Value ($000) $1,627,931 (+17.0%) Shares 33,195,985 (+3.0%) Est. Cost $35.06 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $245,562 (+988.7%) Shares 3,187,873 (+867.0%) Est. Cost $70.62 Unrealized +4.5%
JPM JPMORGAN CHASE CO 1.8%
Value ($000) $5,161,532 (+4.1%) Shares 16,018,656 (+1.9%) Est. Cost $140.33 Unrealized +120.6%
RY ROYAL BK CDA 0.4%
Value ($000) $1,086,601 (+22.8%) Shares 6,373,400 (+6.1%) Est. Cost $123.74 Unrealized +24.1%
JCI JOHNSON CTLS INTL PLC SHS 0.7%
Value ($000) $2,064,485 (+10.7%) Shares 17,239,953 (+1.7%) Est. Cost $60.82 Unrealized +88.8%
TM TOYOTA MOTOR CORP ADR 0.5%
Value ($000) $1,497,494 (+13.4%) Shares 6,995,672 (+1.3%) Est. Cost $144.46 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NE ADR 0.5%
Value ($000) $1,400,385 (+13.4%) Shares 17,800,748 (+2.3%) Est. Cost $58.45 Unrealized
NWG NATWEST GROUP PLC ADR 0.2%
Value ($000) $715,964 (+29.0%) Shares 40,912,201 (+4.3%) Est. Cost $12.48 Unrealized
DHR DANAHER CORP DEL COM 0.3%
Value ($000) $1,018,002 (+17.5%) Shares 4,446,976 (+1.8%) Est. Cost $173.40 Unrealized +26.6%
EUFN ISHARES MSCI EUROPE FN ETF 0.5%
Value ($000) $1,372,973 (+11.3%) Shares 37,017,326 (+3.0%) Est. Cost $18.78 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $954,405 (+16.2%) Shares 7,191,118 (+14.8%) Est. Cost $120.14 Unrealized +10.2%
CNQ CANADIAN NAT RES LTD 0.5%
Value ($000) $1,446,951 (+9.3%) Shares 42,745,981 (+3.2%) Est. Cost $34.78 Unrealized -6.8%
IXJ ISHARES GLOBAL HEALTH CARE ETF 0.3%
Value ($000) $782,375 (+18.7%) Shares 8,032,598 (+8.0%) Est. Cost $86.03 Unrealized
BHP BHP GROUP LTD SPONSORED AD ADR 0.5%
Value ($000) $1,412,807 (+9.5%) Shares 23,402,474 (+1.1%) Est. Cost $62.76 Unrealized
DB DEUTSCHE BANK A G GRS 0.4%
Value ($000) $1,056,492 (+12.9%) Shares 27,398,661 (+3.7%) Est. Cost $22.79 Unrealized +58.3%
HDB HDFC BANK LTD ADR 0.1%
Value ($000) $433,027 (+38.2%) Shares 11,850,762 (+29.2%) Est. Cost $44.32 Unrealized
V VISA INC 0.9%
Value ($000) $2,625,111 (+4.5%) Shares 7,485,132 (+1.7%) Est. Cost $128.26 Unrealized +165.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $1,147,557 (+10.8%) Shares 10,713,817 (+10.2%) Est. Cost $95.07 Unrealized
NVS NOVARTIS A G SPONSORED ADR ADR 0.4%
Value ($000) $1,029,317 (+10.9%) Shares 7,465,850 (+3.1%) Est. Cost $108.01 Unrealized
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $746,176 (+14.9%) Shares 16,820,924 (+8.3%) Est. Cost $38.62 Unrealized +9.4%
PH PARKERHANNIFIN CORP 0.2%
Value ($000) $502,124 (+22.1%) Shares 571,270 (+5.3%) Est. Cost $414.03 Unrealized +97.5%
DE DEERE CO 0.5%
Value ($000) $1,328,344 (+6.7%) Shares 2,853,156 (+4.8%) Est. Cost $389.46 Unrealized +20.1%
ABBV ABBVIE INC 0.0%
Value ($000) $143,569 (+124.8%) Shares 628,338 (+127.8%) Est. Cost $206.06 Unrealized +10.4%
SANM SANMINA CORPORATION 0.0%
Value ($000) $97,571 (+408.0%) Shares 650,173 (+289.6%) Est. Cost $138.59 Unrealized +6.5%
SHEL SHELL PLC ADR 0.7%
Value ($000) $1,994,452 (+4.0%) Shares 27,142,785 (+1.2%) Est. Cost $56.96 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $295,744 (+33.5%) Shares 903,557 (+15.1%) Est. Cost $278.91 Unrealized +13.3%
BUD ANHEUSER BUSCH INBEV SA/NV ADR 0.2%
Value ($000) $728,801 (+11.0%) Shares 11,380,404 (+3.3%) Est. Cost $83.22 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $82,712 (+323.4%) Shares 2,095,027 (+204.5%) Est. Cost $32.77 Unrealized +8.4%
EXI ISHARES TR GLOB INDSTRL ETF 0.1%
Value ($000) $437,985 (+16.6%) Shares 2,497,916 (+14.8%) Est. Cost $139.29 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $116,950 (+107.1%) Shares 455,077 (+65.0%) Est. Cost $155.38 Unrealized +54.1%
CM CANADIAN IMPERIAL BANK OF COMM 0.1%
Value ($000) $190,518 (+41.4%) Shares 2,102,615 (+24.6%) Est. Cost $70.48 Unrealized +21.7%
KXI ISHARES GLOBAL CONS STAPLES 0.1%
Value ($000) $390,011 (+15.7%) Shares 6,032,649 (+15.2%) Est. Cost $62.46 Unrealized
COHR COHERENT CORP 0.0%
Value ($000) $92,685 (+129.1%) Shares 502,168 (+33.7%) Est. Cost $98.21 Unrealized +52.3%
PEP PEPSICO INC COM 0.4%
Value ($000) $1,190,546 (+4.5%) Shares 8,295,329 (+2.3%) Est. Cost $166.03 Unrealized -12.1%
ARWR ARROWHEAD PHARMACEUTICALS INC 0.0%
Value ($000) $87,086 (+139.6%) Shares 1,311,727 (+24.5%) Est. Cost $26.57 Unrealized +84.5%
BP BP PLC SPONSORED ADR ADR 0.8%
Value ($000) $2,307,181 (+2.2%) Shares 66,431,924 (+1.4%) Est. Cost $33.32 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.2%
Value ($000) $617,608 (+8.8%) Shares 14,729,493 (+8.3%) Est. Cost $36.61 Unrealized
FN FABRINET 0.0%
Value ($000) $48,362 (+8512.7%) Shares 106,224 (+6797.7%) Est. Cost $433.48 Unrealized +0.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $333,639 (+16.1%) Shares 857,529 (+4.3%) Est. Cost $253.62 Unrealized +47.9%
KBWB INVESCO EXCH TRADED FD TR II K 0.1%
Value ($000) $300,765 (+17.8%) Shares 3,568,214 (+9.3%) Est. Cost $55.82 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $871,329 (+5.5%) Shares 9,138,216 (+8.0%) Est. Cost $70.72 Unrealized +38.6%
CSX CSX CORP 0.3%
Value ($000) $961,199 (+4.7%) Shares 26,515,831 (+2.6%) Est. Cost $29.68 Unrealized +20.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $912,562 (-4.1%) Shares 3,705,081 (+1.5%) Est. Cost $202.90 Unrealized +22.0%
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value ($000) $110,341 (+52.8%) Shares 13,151,514 (+32.4%) Est. Cost $6.76 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,293,607 (+3.0%) Shares 51,952,106 (+5.4%) Est. Cost $24.72 Unrealized +1.3%
BA BOEING CO 0.4%
Value ($000) $1,224,752 (+3.1%) Shares 5,640,900 (+2.5%) Est. Cost $200.53 Unrealized +2.6%
RCUS ARCUS BIOSCIENCES INC 0.0%
Value ($000) $46,463 (+368.5%) Shares 1,949,788 (+167.4%) Est. Cost $16.72 Unrealized +22.1%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $2,486,642 (+1.5%) Shares 4,355,805 (+1.1%) Est. Cost $320.24 Unrealized +74.5%
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $82,531 (+67.5%) Shares 394,186 (+36.1%) Est. Cost $120.12 Unrealized +69.4%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $47,533 (+198.4%) Shares 517,278 (+238.4%) Est. Cost $92.10 Unrealized +6.8%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $225,356 (+15.9%) Shares 2,279,778 (+10.5%) Est. Cost $99.70 Unrealized -3.6%
KO COCA COLA CO 0.2%
Value ($000) $446,138 (+7.1%) Shares 6,381,600 (+1.6%) Est. Cost $56.90 Unrealized +22.0%
VRDN VIRIDIAN THERAPEUTICS INC 0.0%
Value ($000) $55,402 (+113.7%) Shares 1,780,284 (+48.2%) Est. Cost $21.30 Unrealized +28.8%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $213,791 (+15.8%) Shares 3,335,268 (+11.9%) Est. Cost $42.25 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $110,818 (+30.7%) Shares 701,999 (+7.0%) Est. Cost $55.44 Unrealized +156.2%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $144,715 (+21.4%) Shares 5,508,744 (+6.0%) Est. Cost $15.88 Unrealized +53.2%
ANF ABERCROMBIE FITCH CO 0.0%
Value ($000) $61,608 (+66.9%) Shares 489,454 (+13.5%) Est. Cost $56.08 Unrealized +55.9%
PSMT PRICESMART INC 0.0%
Value ($000) $26,619 (+832.5%) Shares 217,000 (+821.3%) Est. Cost $116.84 Unrealized +4.0%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $70,291 (+44.7%) Shares 243,830 (+19.7%) Est. Cost $189.28 Unrealized +36.5%
MUFG MITSUBISHI UFJ FINL GROUP ADR 0.5%
Value ($000) $1,479,359 (+1.4%) Shares 93,276,119 (+2.0%) Est. Cost $13.33 Unrealized
FORM FORMFACTOR INC 0.0%
Value ($000) $24,323 (+369.3%) Shares 436,045 (+206.4%) Est. Cost $45.81 Unrealized +10.0%
DNLI DENALI THERAPEUTICS INC 0.0%
Value ($000) $42,751 (+80.5%) Shares 2,589,403 (+58.7%) Est. Cost $18.50 Unrealized -8.8%
RVMD REVOLUTION MEDICINES INC 0.0%
Value ($000) $19,200 (+5528.2%) Shares 241,057 (+3199.9%) Est. Cost $64.77 Unrealized +1.2%
XLI SPDR INDUSTRIALS SELECT SECTOR 0.2%
Value ($000) $483,970 (+4.0%) Shares 3,119,968 (+3.4%) Est. Cost $100.15 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $20,221 (+236.1%) Shares 301,756 (+320.4%) Est. Cost $79.49 Unrealized +5.1%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $17,806 (+266.2%) Shares 105,083 (+201.3%) Est. Cost $132.60 Unrealized +19.4%
BIIB BIOGEN INC 0.0%
Value ($000) $51,613 (+32.9%) Shares 293,269 (+5.8%) Est. Cost $183.61 Unrealized -11.0%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $3,272,535 (-0.4%) Shares 21,471,919 (+1.5%) Est. Cost $120.57 Unrealized +25.6%
HP HELMERICH PAYNE INC 0.0%
Value ($000) $49,651 (+31.7%) Shares 1,731,208 (+1.5%) Est. Cost $42.39 Unrealized -37.3%
VECO VEECO INSTRS INC DEL 0.0%
Value ($000) $52,026 (+29.1%) Shares 1,820,357 (+37.4%) Est. Cost $32.27 Unrealized -8.1%
HEI HEICO CORP NEW 0.0%
Value ($000) $105,615 (+12.4%) Shares 326,386 (+12.1%) Est. Cost $144.76 Unrealized +118.3%
IXN ISHARES GLOBAL TECH ETF 0.1%
Value ($000) $320,589 (+3.7%) Shares 3,053,228 (+1.9%) Est. Cost $65.76 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $80,117 (+16.3%) Shares 627,041 (+3.1%) Est. Cost $81.13 Unrealized +40.6%
POST POST HLDGS INC 0.0%
Value ($000) $23,980 (+88.0%) Shares 242,101 (+104.0%) Est. Cost $107.17 Unrealized -3.4%
CP CANADIAN PACIFIC KANSAS CITY C 0.1%
Value ($000) $425,086 (+2.7%) Shares 5,773,272 (+3.9%) Est. Cost $77.49 Unrealized -5.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $11,203 (+2657.6%) Shares 141,615 (+2180.4%) Est. Cost $74.14 Unrealized +1.6%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $52,286 (+24.9%) Shares 822,885 (+8.0%) Est. Cost $41.74 Unrealized +49.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $35,285 (-22.2%) Shares 682,619 (+12.0%) Est. Cost $60.63 Unrealized +0.8%
POWL POWELL INDS INC 0.0%
Value ($000) $101,140 (+10.4%) Shares 317,273 (+5.6%) Est. Cost $229.34 Unrealized +46.7%
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $103,068 (+10.0%) Shares 471,706 (+4.7%) Est. Cost $137.60 Unrealized +58.2%
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value ($000) $126,792 (+7.4%) Shares 1,269,442 (+7.8%) Est. Cost $80.59 Unrealized
CHD CHURCH DWIGHT CO INC 0.0%
Value ($000) $16,639 (+101.3%) Shares 198,441 (+110.3%) Est. Cost $88.39 Unrealized -3.5%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $87,826 (+10.5%) Shares 781,443 (+4.7%) Est. Cost $33.63 Unrealized +212.7%
VCYT VERACYTE INC 0.0%
Value ($000) $33,500 (+33.1%) Shares 795,712 (+8.6%) Est. Cost $35.08 Unrealized +14.9%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $8,467 (+3863.1%) Shares 352,515 (+3952.4%) Est. Cost $23.40 Unrealized +0.2%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $32,456 (+32.0%) Shares 1,357,989 (+24.9%) Est. Cost $18.66 Unrealized +18.9%
KALU KAISER ALUMINUM CORP 0.0%
Value ($000) $18,042 (+69.7%) Shares 157,078 (+14.0%) Est. Cost $82.27 Unrealized +14.8%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $72,807 (+11.3%) Shares 132,071 (+9.6%) Est. Cost $271.41 Unrealized +105.5%
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value ($000) $30,755 (+31.1%) Shares 889,633 (+3.2%) Est. Cost $31.99 Unrealized -0.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $15,278 (+85.9%) Shares 53,530 (+9.0%) Est. Cost $83.96 Unrealized +173.2%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $56,990 (-10.8%) Shares 702,101 (+2.9%) Est. Cost $87.26 Unrealized +1.0%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $53,154 (+14.6%) Shares 1,783,698 (+16.2%) Est. Cost $26.03 Unrealized
FER FERROVIAL SE 0.0%
Value ($000) $38,238 (+21.2%) Shares 591,820 (+10.0%) Est. Cost $46.59 Unrealized +36.7%
SMFG SUMITOMO MITSUI FINL GROUP ADR 0.0%
Value ($000) $31,836 (+24.8%) Shares 1,646,997 (+8.0%) Est. Cost $15.10 Unrealized
FNB F N B CORP 0.0%
Value ($000) $21,377 (+41.7%) Shares 1,250,138 (+33.5%) Est. Cost $14.87 Unrealized +9.4%
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $24,741 (+28.2%) Shares 130,858 (+20.1%) Est. Cost $106.09 Unrealized +81.1%
LAZ LAZARD INC COM 0.0%
Value ($000) $85,497 (-6.0%) Shares 1,760,637 (+2.2%) Est. Cost $40.19 Unrealized +24.1%
SHY ISHARES TR 1 3 YR TR BD ETF 0.0%
Value ($000) $46,948 (+12.9%) Shares 566,873 (+13.1%) Est. Cost $83.06 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $42,838 (+13.4%) Shares 242,747 (+6.5%) Est. Cost $145.59 Unrealized +28.1%
EXEL EXELIXIS INC 0.0%
Value ($000) $6,738 (+248.5%) Shares 153,724 (+228.4%) Est. Cost $38.76 Unrealized +6.7%
SM SM ENERGY CO 0.0%
Value ($000) $17,654 (-21.1%) Shares 944,067 (+5.3%) Est. Cost $37.16 Unrealized -46.1%
INCY INCYTE CORP 0.0%
Value ($000) $8,018 (+136.6%) Shares 81,174 (+103.2%) Est. Cost $84.01 Unrealized +15.2%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $69,895 (+6.9%) Shares 1,170,377 (+3.0%) Est. Cost $33.06 Unrealized +77.2%
XLV SPDR HEALTH CARE SELECT SECTOR 0.0%
Value ($000) $20,115 (+28.5%) Shares 129,942 (+15.5%) Est. Cost $137.97 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $109,028 (-3.9%) Shares 255,699 (+7.0%) Est. Cost $444.36 Unrealized -3.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $14,304 (+44.7%) Shares 29,357 (+24.5%) Est. Cost $357.35 Unrealized +30.3%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $65,779 (+6.9%) Shares 470,458 (+1.3%) Est. Cost $64.20 Unrealized +107.1%
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $17,764 (+30.4%) Shares 665,087 (+4.2%) Est. Cost $21.82 Unrealized +9.5%
SNA SNAP ON INC 0.0%
Value ($000) $22,750 (+21.1%) Shares 66,017 (+21.8%) Est. Cost $280.66 Unrealized +21.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $54,009 (-6.8%) Shares 66,734 (+9.9%) Est. Cost $455.29 Unrealized +90.4%
VGIT VANGUARD SCOTTSDALE FDS INTER 0.1%
Value ($000) $209,851 (+1.9%) Shares 3,501,599 (+2.0%) Est. Cost $58.45 Unrealized
SSNC SSC TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $13,876 (+37.6%) Shares 158,724 (+39.7%) Est. Cost $75.94 Unrealized +12.3%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,389,862 (+0.3%) Shares 14,847,367 (+1.3%) Est. Cost $79.61 Unrealized +13.1%
SYNOVUS FINL CORP 0.0%
Value ($000) $15,683 (+30.4%) Shares 313,348 (+27.9%) Est. Cost $48.37 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $22,084 (+18.7%) Shares 327,262 (+30.7%) Est. Cost $67.95 Unrealized +3.6%
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value ($000) $22,522 (+18.1%) Shares 436,731 (+27.1%) Est. Cost $46.15 Unrealized +19.6%
OII OCEANEERING INTL INC 0.0%
Value ($000) $19,058 (+20.2%) Shares 793,098 (+23.9%) Est. Cost $24.80 Unrealized -2.6%
FTI TECHNIPFMC LTD COM 0.0%
Value ($000) $18,200 (+21.0%) Shares 408,437 (+7.1%) Est. Cost $19.90 Unrealized +112.1%
XLY SPDR CONS DISC SELECT SECTOR 0.0%
Value ($000) $54,845 (-5.4%) Shares 459,302 (+89.8%) Est. Cost $128.62 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $15,919 (+19.6%) Shares 112,242 (+18.4%) Est. Cost $111.30 Unrealized +30.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $25,146 (+11.3%) Shares 178,262 (+8.7%) Est. Cost $94.50 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $7,901 (+45.1%) Shares 25,650 (+41.7%) Est. Cost $173.85 Unrealized +73.0%
WS WORTHINGTON STL INC 0.0%
Value ($000) $8,251 (+41.7%) Shares 238,338 (+24.3%) Est. Cost $33.33 Unrealized -1.3%
T ATT INC 0.0%
Value ($000) $5,977 (+62.4%) Shares 240,607 (+84.6%) Est. Cost $21.69 Unrealized +16.6%
TSLA TESLA INC 0.0%
Value ($000) $15,829 (+16.2%) Shares 35,196 (+14.9%) Est. Cost $302.24 Unrealized +46.7%
FRPT FRESHPET INC COM 0.0%
Value ($000) $18,018 (+13.5%) Shares 295,712 (+2.6%) Est. Cost $96.91 Unrealized -41.5%
APA APA CORPORATION 0.0%
Value ($000) $37,303 (+6.0%) Shares 1,525,078 (+5.2%) Est. Cost $25.70 Unrealized -6.1%
PTC PTC INC 0.0%
Value ($000) $25,345 (+8.8%) Shares 145,483 (+26.8%) Est. Cost $181.13 Unrealized +2.6%
SPY SPDR SP 500 ETF TR TR UNIT 0.0%
Value ($000) $11,831 (+18.9%) Shares 17,349 (+16.1%) Est. Cost $569.43 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $16,871 (+12.1%) Shares 322,335 (+28.0%) Est. Cost $57.23 Unrealized -8.9%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $14,436 (+13.9%) Shares 34,632 (+18.0%) Est. Cost $195.87 Unrealized +112.1%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $21,365 (+8.5%) Shares 171,527 (+12.2%) Est. Cost $139.73 Unrealized -9.4%
MEG MONTROSE ENVIRONMENTAL GROUP I 0.0%
Value ($000) $8,754 (+23.6%) Shares 352,569 (+36.7%) Est. Cost $30.23 Unrealized -12.6%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $4,520 (+57.7%) Shares 6,916 (+48.3%) Est. Cost $380.02 Unrealized +60.3%
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value ($000) $2,419 (+176.0%) Shares 9,825 (+171.4%) Est. Cost $230.10 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $4,451 (+49.2%) Shares 27,339 (+56.1%) Est. Cost $125.39 Unrealized +34.6%
CLDX CELLDEX THERAPEUTICS INC NEW 0.0%
Value ($000) $25,453 (+6.1%) Shares 937,158 (+1.1%) Est. Cost $28.93 Unrealized -9.0%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $58,574 (-2.4%) Shares 622,396 (+2.5%) Est. Cost $96.59 Unrealized -4.9%
RLJ RLJ LODGING TR 0.0%
Value ($000) $23,299 (+6.7%) Shares 3,127,412 (+3.1%) Est. Cost $12.42 Unrealized
VCEL VERICEL CORP 0.0%
Value ($000) $6,756 (+26.6%) Shares 187,616 (+10.6%) Est. Cost $42.88 Unrealized -14.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $19,199 (+7.7%) Shares 38,195 (+7.7%) Est. Cost $222.99 Unrealized +123.1%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $31,486 (+4.5%) Shares 467,852 (+13.9%) Est. Cost $36.04 Unrealized +86.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3,135 (+73.4%) Shares 33,637 (+55.9%) Est. Cost $59.45 Unrealized +45.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3,853 (+47.7%) Shares 4,990 (+7.6%) Est. Cost $577.04 Unrealized +17.6%
ALKS ALKERMES PLC 0.0%
Value ($000) $10,926 (+12.8%) Shares 390,493 (+21.0%) Est. Cost $29.05 Unrealized +3.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2,076 (+146.1%) Shares 7,071 (+156.1%) Est. Cost $253.90 Unrealized +13.6%
SPSK TIDAL TRUST I SP DWJNS SUKUK 0.0%
Value ($000) $2,246 (+121.4%) Shares 123,062 (+124.2%) Est. Cost $18.24 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $5,494 (+28.7%) Shares 11,261 (+26.5%) Est. Cost $337.18 Unrealized
ARMK ARAMARK HLDGS CORP 0.0%
Value ($000) $57,612 (+2.2%) Shares 1,562,985 (+6.4%) Est. Cost $38.19 Unrealized -0.7%
ZS ZSCALER INC 0.0%
Value ($000) $23,160 (-4.9%) Shares 102,968 (+26.7%) Est. Cost $219.72 Unrealized +28.5%
IVW ISHARES TR SP 500 GRWT ETF 0.0%
Value ($000) $3,159 (+57.9%) Shares 25,627 (+54.6%) Est. Cost $115.35 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $29,337 (-3.8%) Shares 691,249 (+1.9%) Est. Cost $57.87 Unrealized -27.4%
IVV ISHARES SP 500 ETF 0.0%
Value ($000) $4,865 (+29.1%) Shares 7,102 (+26.1%) Est. Cost $503.91 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $7,501 (+16.3%) Shares 128,424 (+5.8%) Est. Cost $44.92 Unrealized +19.3%
CRGY CRESCENT ENERGY COMPANY CLASS 0.0%
Value ($000) $5,597 (+22.1%) Shares 667,073 (+29.8%) Est. Cost $12.12 Unrealized -28.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $3,098 (+48.5%) Shares 39,202 (+50.2%) Est. Cost $88.64 Unrealized -11.7%
XLK SPDR TECHNOLOGY SELECT SECTOR 0.0%
Value ($000) $4,896 (+23.4%) Shares 34,010 (+141.6%) Est. Cost $163.22 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,620 (+106.3%) Shares 7,760 (+98.6%) Est. Cost $156.50 Unrealized +23.2%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $1,679 (+98.4%) Shares 3,287 (+127.6%) Est. Cost $341.18 Unrealized +54.4%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $1,425 (+134.3%) Shares 7,175 (+129.5%) Est. Cost $179.41 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $1,333 (+152.6%) Shares 4,593 (+155.7%) Est. Cost $269.52 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $3,094 (+34.7%) Shares 10,919 (+1.6%) Est. Cost $111.20 Unrealized +122.0%
IEI ISHARES TR 3 7 YR TR BD ETF 0.0%
Value ($000) $1,630 (+94.9%) Shares 13,658 (+95.2%) Est. Cost $119.44 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $983 (+367.0%) Shares 17,098 (+385.5%) Est. Cost $59.13 Unrealized +0.6%
MTB M T BK CORP 0.0%
Value ($000) $7,897 (+10.3%) Shares 39,194 (+8.2%) Est. Cost $163.33 Unrealized +16.4%
VONG VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value ($000) $1,034 (+222.6%) Shares 8,495 (+219.4%) Est. Cost $110.58 Unrealized
ALNT ALLIENT INC COM 0.0%
Value ($000) $2,692 (+36.0%) Shares 50,085 (+13.2%) Est. Cost $34.34 Unrealized +52.3%
PODD INSULET CORP 0.0%
Value ($000) $14,989 (+4.9%) Shares 52,735 (+14.0%) Est. Cost $252.92 Unrealized +23.6%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $3,930 (+21.7%) Shares 24,414 (+12.3%) Est. Cost $60.39 Unrealized +165.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $4,028 (-14.8%) Shares 49,292 (+2.1%) Est. Cost $41.75 Unrealized +115.7%
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $884 (+340.0%) Shares 10,351 (+294.2%) Est. Cost $80.34 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value ($000) $3,118 (+27.5%) Shares 32,463 (+23.9%) Est. Cost $83.60 Unrealized
XLU SPDR UTILITIES SELECT SECTOR 0.0%
Value ($000) $1,065 (+165.1%) Shares 24,955 (+441.7%) Est. Cost $49.94 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $7,517 (+9.6%) Shares 46,751 (+7.4%) Est. Cost $118.54 Unrealized +32.6%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $2,957 (+27.0%) Shares 82,144 (+8.9%) Est. Cost $32.44 Unrealized +4.3%
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $7,332 (+9.2%) Shares 92,390 (+3.7%) Est. Cost $60.46 Unrealized +30.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $3,279 (+22.6%) Shares 31,311 (+3.1%) Est. Cost $126.53 Unrealized -23.5%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $15,329 (+4.0%) Shares 385,337 (+6.6%) Est. Cost $35.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $6,027 (+10.9%) Shares 20,347 (+5.7%) Est. Cost $157.19 Unrealized +90.1%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $834 (+222.2%) Shares 10,274 (+188.8%) Est. Cost $69.36 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $1,343 (+73.9%) Shares 12,175 (+76.1%) Est. Cost $92.46 Unrealized +18.8%
IJH ISHARES SP MID CAP ETF 0.0%
Value ($000) $2,946 (+23.8%) Shares 44,631 (+22.4%) Est. Cost $69.42 Unrealized
SUSC ISHARES TR ESG AWRE USD ETF 0.0%
Value ($000) $18,589 (+3.1%) Shares 794,901 (+3.9%) Est. Cost $23.55 Unrealized
BTI BRITISH AMERN TOB PLC SPON ADR 0.0%
Value ($000) $4,419 (+14.4%) Shares 78,045 (+7.3%) Est. Cost $40.30 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $5,471 (+11.1%) Shares 36,391 (+5.8%) Est. Cost $99.01 Unrealized +48.5%
BKAG BNY MELLON ETF TRUST CORE BOND 0.0%
Value ($000) $847 (+176.0%) Shares 19,981 (+177.4%) Est. Cost $42.46 Unrealized
IJR ISHARES SP SMALL CAP ETF 0.0%
Value ($000) $1,368 (+64.7%) Shares 11,384 (+62.9%) Est. Cost $112.01 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $3,096 (+20.9%) Shares 14,717 (+17.0%) Est. Cost $200.28 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $875 (+147.2%) Shares 18,284 (+160.8%) Est. Cost $44.49 Unrealized +5.9%
FFIV F5 INC COM 0.0%
Value ($000) $20,423 (-2.4%) Shares 80,007 (+23.5%) Est. Cost $234.89 Unrealized +14.5%
RMD RESMED INC 0.0%
Value ($000) $16,132 (-3.0%) Shares 66,972 (+10.2%) Est. Cost $227.35 Unrealized +12.4%
IEMG ISHARES CORE MSCI EM ETF 0.0%
Value ($000) $914 (+120.4%) Shares 13,596 (+116.1%) Est. Cost $60.62 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $767 (+182.8%) Shares 4,216 (+190.8%) Est. Cost $177.78 Unrealized +2.4%
EWA ISHARES INC MSCI AUST ETF 0.0%
Value ($000) $15,897 (+3.2%) Shares 606,997 (+6.4%) Est. Cost $26.81 Unrealized
PLD PROLOGIS INC COM 0.0%
Value ($000) $2,156 (+29.1%) Shares 16,891 (+15.9%) Est. Cost $93.78 Unrealized +32.1%
RARE ULTRAGENYX PHARMACEUTICAL INC 0.0%
Value ($000) $4,570 (-9.6%) Shares 198,696 (+18.2%) Est. Cost $47.03 Unrealized -30.1%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1,884 (+33.8%) Shares 79,493 (+39.6%) Est. Cost $30.72 Unrealized -24.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $798 (+133.3%) Shares 9,729 (+113.6%) Est. Cost $75.65 Unrealized +3.0%
FDX FEDEX CORP 0.0%
Value ($000) $886 (+101.7%) Shares 3,067 (+64.6%) Est. Cost $241.36 Unrealized +8.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $3,124 (-12.5%) Shares 19,207 (+3.7%) Est. Cost $135.55 Unrealized +37.5%
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value ($000) $6,548 (+7.1%) Shares 259,438 (+7.4%) Est. Cost $24.25 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value ($000) $2,396 (+22.1%) Shares 6,414 (+19.5%) Est. Cost $327.18 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $1,526 (+39.0%) Shares 4,889 (+25.7%) Est. Cost $240.95 Unrealized +21.4%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $950 (+80.9%) Shares 3,684 (+78.3%) Est. Cost $243.78 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DI 0.0%
Value ($000) $629 (+199.3%) Shares 4,382 (+194.1%) Est. Cost $137.65 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2,397 (+20.8%) Shares 10,911 (+21.4%) Est. Cost $172.79 Unrealized +23.0%
SPGI SP GLOBAL INC 0.0%
Value ($000) $4,608 (+9.8%) Shares 8,817 (+2.3%) Est. Cost $410.49 Unrealized +20.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,099 (+59.1%) Shares 9,465 (+49.3%) Est. Cost $72.49 Unrealized +52.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,788 (+16.2%) Shares 8,281 (+17.7%) Est. Cost $250.10 Unrealized +36.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $2,097 (+22.1%) Shares 35,290 (+11.2%) Est. Cost $68.67 Unrealized -20.7%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $721 (+108.7%) Shares 10,097 (+98.2%) Est. Cost $66.02 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $763 (+91.2%) Shares 15,506 (+77.7%) Est. Cost $41.33 Unrealized +10.8%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $762 (+86.1%) Shares 3,976 (+84.4%) Est. Cost $179.60 Unrealized
IVE ISHARES TR SP 500 VAL ETF 0.0%
Value ($000) $2,297 (+17.9%) Shares 10,829 (+14.8%) Est. Cost $204.37 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $581 (+147.8%) Shares 19,030 (+134.6%) Est. Cost $25.12 Unrealized +11.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $6,949 (-4.6%) Shares 120,522 (+9.3%) Est. Cost $46.22 Unrealized +28.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $63,058 (-0.5%) Shares 392,663 (+6.9%) Est. Cost $66.61 Unrealized +141.6%
NEM NEWMONT CORP 0.0%
Value ($000) $760 (+75.6%) Shares 7,612 (+48.3%) Est. Cost $76.16 Unrealized +18.4%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2,009 (+19.3%) Shares 24,076 (+1.6%) Est. Cost $72.11 Unrealized +5.8%
F FORD MTR CO 0.0%
Value ($000) $1,446 (+28.8%) Shares 110,186 (+17.4%) Est. Cost $11.01 Unrealized +16.5%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $1,430 (+29.0%) Shares 15,988 (+25.9%) Est. Cost $61.89 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1,070 (+42.6%) Shares 3,988 (+31.1%) Est. Cost $294.60 Unrealized -13.8%
XLE SPDR ENERGY SELECT SECTOR 0.0%
Value ($000) $6,124 (+5.2%) Shares 136,969 (+110.3%) Est. Cost $58.82 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1,629 (+23.0%) Shares 10,930 (+1.2%) Est. Cost $59.95 Unrealized +126.2%
VWO VANGUARD FTSE EMERGING MKT ETF 0.0%
Value ($000) $1,387 (+28.1%) Shares 25,793 (+29.1%) Est. Cost $50.40 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $549 (+123.1%) Shares 3,793 (+105.4%) Est. Cost $126.29 Unrealized +5.0%
PSX PHILLIPS 66 0.0%
Value ($000) $1,577 (+23.6%) Shares 12,222 (+30.3%) Est. Cost $106.20 Unrealized +26.2%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $854 (+53.3%) Shares 3,264 (+56.8%) Est. Cost $257.52 Unrealized -0.5%
VHT VANGUARD WORLD FD HEALTH CAR E 0.0%
Value ($000) $661 (+80.9%) Shares 2,296 (+63.1%) Est. Cost $260.11 Unrealized
SPTI SPDR SERIES TRUST PORTFLIO INT 0.0%
Value ($000) $1,247 (+30.6%) Shares 43,227 (+30.9%) Est. Cost $28.20 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $639 (+84.1%) Shares 3,541 (+92.8%) Est. Cost $164.53 Unrealized +14.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1,623 (+21.4%) Shares 17,556 (+22.4%) Est. Cost $83.48 Unrealized +13.2%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $795 (+54.2%) Shares 3,879 (+47.6%) Est. Cost $162.23 Unrealized +22.7%
STT STATE STR CORP 0.0%
Value ($000) $714 (+61.9%) Shares 5,531 (+45.6%) Est. Cost $112.86 Unrealized +5.4%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $579 (+88.4%) Shares 21,075 (+94.0%) Est. Cost $24.28 Unrealized +10.8%
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $526 (+103.7%) Shares 4,618 (+103.6%) Est. Cost $103.20 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,832 (+16.9%) Shares 22,822 (+9.9%) Est. Cost $65.85 Unrealized +25.3%
MGK VANGUARD WORLD FD MEGA GRWTH I 0.0%
Value ($000) $4,213 (+6.5%) Shares 10,205 (+3.8%) Est. Cost $287.26 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $590 (+76.9%) Shares 9,254 (+78.3%) Est. Cost $66.64 Unrealized -7.9%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $776 (+49.1%) Shares 5,740 (+36.6%) Est. Cost $95.36 Unrealized +40.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $824 (+44.6%) Shares 9,314 (+49.4%) Est. Cost $87.54 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TR 0.0%
Value ($000) $573 (+71.3%) Shares 7,268 (+71.5%) Est. Cost $78.80 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $25,401 (-0.9%) Shares 503,184 (+7.2%) Est. Cost $42.98 Unrealized +16.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $1,214 (+24.2%) Shares 26,446 (+85.7%) Est. Cost $37.56 Unrealized +21.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $978 (+31.5%) Shares 2,768 (+22.5%) Est. Cost $180.28 Unrealized +101.5%
BIDU BAIDU INC SPON ADR ADR 0.0%
Value ($000) $2,590 (+9.8%) Shares 19,818 (+10.7%) Est. Cost $117.79 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,985 (+8.3%) Shares 18,612 (+9.5%) Est. Cost $104.23 Unrealized +47.3%
IUSG ISHARES CORE SP US GROWTH E 0.0%
Value ($000) $546 (+71.7%) Shares 3,252 (+68.2%) Est. Cost $165.97 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value ($000) $594 (+57.1%) Shares 2,662 (+67.7%) Est. Cost $231.79 Unrealized -1.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $870 (+32.9%) Shares 3,207 (+20.5%) Est. Cost $197.27 Unrealized +27.0%
EBAY EBAY INC 0.0%
Value ($000) $428 (+91.5%) Shares 4,919 (+100.0%) Est. Cost $87.16 Unrealized -0.9%
CCJ CAMECO CORP 0.0%
Value ($000) $617 (+48.5%) Shares 6,741 (+36.1%) Est. Cost $80.72 Unrealized +11.4%
IUSV ISHARES TR CORE SP US VLU 0.0%
Value ($000) $437 (+83.6%) Shares 4,261 (+79.0%) Est. Cost $101.11 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $8,649 (-2.2%) Shares 226,610 (+31.9%) Est. Cost $48.33 Unrealized -5.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1,347 (+16.8%) Shares 8,034 (+19.0%) Est. Cost $162.00 Unrealized +6.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $934 (+25.2%) Shares 8,103 (+22.2%) Est. Cost $94.60 Unrealized +24.4%
COR CENCORA INC 0.0%
Value ($000) $611 (+43.9%) Shares 1,810 (+33.2%) Est. Cost $273.58 Unrealized +24.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $572 (+45.4%) Shares 566 (+37.4%) Est. Cost $985.25 Unrealized -1.7%
PDFS PDF SOLUTIONS INC 0.0%
Value ($000) $1,158 (+17.8%) Shares 40,603 (+6.6%) Est. Cost $23.92 Unrealized +15.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $393 (+75.2%) Shares 802 (+75.5%) Est. Cost $494.52 Unrealized -4.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $477 (+51.2%) Shares 2,319 (+15.5%) Est. Cost $158.18 Unrealized +18.7%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $1,674 (+10.6%) Shares 8,764 (+8.0%) Est. Cost $156.66 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $528 (+40.3%) Shares 31,989 (+46.0%) Est. Cost $15.33 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $635 (+31.3%) Shares 1,360 (+19.8%) Est. Cost $359.75 Unrealized +28.9%
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value ($000) $466 (+46.8%) Shares 2,763 (+25.6%) Est. Cost $143.03 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 G 0.0%
Value ($000) $729 (+24.7%) Shares 1,639 (+22.2%) Est. Cost $437.32 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $1,118 (+14.2%) Shares 12,763 (+7.0%) Est. Cost $39.64 Unrealized +116.9%
TRGP TARGA RES CORP 0.0%
Value ($000) $341 (+67.9%) Shares 1,850 (+52.5%) Est. Cost $148.55 Unrealized +13.1%
HCKT HACKETT GROUP INC 0.0%
Value ($000) $903 (+17.0%) Shares 45,982 (+13.3%) Est. Cost $20.95 Unrealized -9.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2,255 (-5.5%) Shares 9,904 (+2.5%) Est. Cost $76.72 Unrealized +176.8%
CME CME GROUP INC 0.0%
Value ($000) $462 (+39.7%) Shares 1,690 (+38.3%) Est. Cost $245.59 Unrealized +10.2%
NGG NATIONAL GRID PLC SPONSOR ADR 0.0%
Value ($000) $1,811 (+7.8%) Shares 23,418 (+1.3%) Est. Cost $66.79 Unrealized
VDE VANGUARD FDS ENERGY ETF 0.0%
Value ($000) $1,194 (+12.3%) Shares 9,484 (+12.2%) Est. Cost $87.02 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR 0.0%
Value ($000) $963 (+15.2%) Shares 29,522 (+12.7%) Est. Cost $36.28 Unrealized
ITA ISHARES US AEROSPACE DEF ETF 0.0%
Value ($000) $2,444 (+5.2%) Shares 11,382 (+2.5%) Est. Cost $121.58 Unrealized
VFH VANGUARD WORLD FD FINANCIALS E 0.0%
Value ($000) $336 (+55.7%) Shares 2,517 (+53.0%) Est. Cost $113.13 Unrealized
AJG GALLAGHER ARTHUR J CO 0.0%
Value ($000) $405 (+40.2%) Shares 1,563 (+67.9%) Est. Cost $285.65 Unrealized -7.5%
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $352 (+48.7%) Shares 1,116 (+45.3%) Est. Cost $284.52 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $547 (+26.3%) Shares 2,082 (+31.8%) Est. Cost $210.08 Unrealized +26.5%
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value ($000) $874 (+15.0%) Shares 3,157 (+13.6%) Est. Cost $250.16 Unrealized
WAB WABTEC 0.0%
Value ($000) $539 (+26.6%) Shares 2,526 (+18.9%) Est. Cost $102.86 Unrealized +99.6%
XEL XCEL ENERGY INC 0.0%
Value ($000) $432 (+34.3%) Shares 5,843 (+46.7%) Est. Cost $73.55 Unrealized +6.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $954 (+12.9%) Shares 8,136 (+19.2%) Est. Cost $104.35 Unrealized +16.5%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $547 (-16.4%) Shares 963 (+5.7%) Est. Cost $399.79 Unrealized +55.2%
TMUS TMOBILE US INC 0.0%
Value ($000) $453 (+30.4%) Shares 2,230 (+53.7%) Est. Cost $191.85 Unrealized +10.2%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $2,492 (+4.4%) Shares 8,353 (+3.7%) Est. Cost $187.15 Unrealized
USIG ISHARES BROAD USD INVESTMENT G 0.0%
Value ($000) $832 (+14.4%) Shares 16,075 (+15.4%) Est. Cost $44.33 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $1,096 (+10.3%) Shares 34,192 (+7.6%) Est. Cost $30.62 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $4,033 (+2.5%) Shares 8,336 (+5.8%) Est. Cost $402.39 Unrealized +18.3%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $388 (+34.0%) Shares 1,410 (+14.9%) Est. Cost $181.29 Unrealized +42.8%
NOK NOKIA CORP ADR 0.0%
Value ($000) $205 (+92.1%) Shares 31,624 (+42.8%) Est. Cost $5.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE E 0.0%
Value ($000) $476 (+25.8%) Shares 10,910 (+21.2%) Est. Cost $42.31 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BN 0.0%
Value ($000) $4,171 (+2.4%) Shares 56,307 (+2.8%) Est. Cost $72.46 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY 0.0%
Value ($000) $777 (+14.1%) Shares 32,324 (+10.5%) Est. Cost $23.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2,568 (+3.8%) Shares 14,449 (+6.6%) Est. Cost $103.19 Unrealized +75.4%
BIL SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $432 (+27.6%) Shares 4,722 (+28.1%) Est. Cost $91.55 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $301 (+41.6%) Shares 2,214 (+33.5%) Est. Cost $126.37 Unrealized +13.7%
MMM 3M CO 0.0%
Value ($000) $1,558 (+6.0%) Shares 9,729 (+2.8%) Est. Cost $108.64 Unrealized +50.2%
CMF ISHARES CALIFORNIA MUNI BOND E 0.0%
Value ($000) $410 (+26.4%) Shares 7,127 (+25.5%) Est. Cost $64.05 Unrealized
HLT HILTON INC 0.0%
Value ($000) $339 (+33.3%) Shares 1,181 (+20.4%) Est. Cost $270.44 Unrealized +0.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $1,458 (-5.4%) Shares 6,880 (+2.4%) Est. Cost $130.43 Unrealized +64.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $414 (+25.2%) Shares 3,694 (+41.5%) Est. Cost $111.21 Unrealized +4.8%
MRSH MARSH 0.0%
Value ($000) $404 (+25.5%) Shares 2,177 (+36.3%) Est. Cost $202.86 Unrealized -8.1%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $4,647 (-1.7%) Shares 267,527 (+1.1%) Est. Cost $2.14 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $496 (+19.0%) Shares 2,680 (+20.7%) Est. Cost $170.93 Unrealized +5.3%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $315 (-20.0%) Shares 2,787 (+1.3%) Est. Cost $67.31 Unrealized +93.2%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $547 (+16.8%) Shares 2,405 (+12.7%) Est. Cost $159.98 Unrealized +44.6%
CTVA CORTEVA INC 0.0%
Value ($000) $572 (+15.5%) Shares 8,534 (+16.6%) Est. Cost $51.72 Unrealized +24.8%
DIA SPDR DOW JONES INDL AVERAGE ET 0.0%
Value ($000) $369 (+26.3%) Shares 767 (+21.9%) Est. Cost $425.25 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $350 (+27.3%) Shares 519 (+36.2%) Est. Cost $506.07 Unrealized +24.5%
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value ($000) $332 (+29.0%) Shares 3,419 (+6.2%) Est. Cost $73.28 Unrealized
CI CIGNA GROUP 0.0%
Value ($000) $425 (+19.6%) Shares 1,542 (+25.3%) Est. Cost $292.42 Unrealized -4.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $743 (+10.2%) Shares 13,800 (+27.9%) Est. Cost $55.30 Unrealized +3.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $274 (+32.7%) Shares 5,223 (+44.2%) Est. Cost $52.85 Unrealized +1.2%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $378 (+21.4%) Shares 1,739 (+27.3%) Est. Cost $122.81 Unrealized +74.0%
VIG VANGUARD SPECIALIZED FUNDS DIV 0.0%
Value ($000) $1,094 (+6.2%) Shares 4,978 (+4.3%) Est. Cost $180.49 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1,137 (+5.9%) Shares 2,425 (+10.9%) Est. Cost $319.45 Unrealized +59.4%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $596 (+11.5%) Shares 9,260 (+19.3%) Est. Cost $49.87 Unrealized +34.1%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $348 (+21.4%) Shares 2,546 (+19.6%) Est. Cost $108.17 Unrealized +20.9%
BX BLACKSTONE INC 0.0%
Value ($000) $1,383 (+4.4%) Shares 8,973 (+15.7%) Est. Cost $132.72 Unrealized +14.1%
ACM AECOM 0.0%
Value ($000) $221 (-20.8%) Shares 2,314 (+8.4%) Est. Cost $119.92 Unrealized -2.2%
SCHB SCHWAB STRATEGIC TR US BRD MKT 0.0%
Value ($000) $313 (+22.2%) Shares 11,950 (+19.8%) Est. Cost $23.82 Unrealized
LH LABORATORY CORP OF AMERICA HOL 0.0%
Value ($000) $440 (-11.4%) Shares 1,754 (+1.4%) Est. Cost $212.93 Unrealized +24.5%
PEG PUBLIC SVC ENTERPRISE GRP INC 0.0%
Value ($000) $681 (+8.9%) Shares 8,478 (+13.2%) Est. Cost $70.97 Unrealized +14.2%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $1,319 (+4.3%) Shares 74,557 (+7.0%) Est. Cost $13.75 Unrealized +28.2%
KKR KKR CO INC 0.0%
Value ($000) $312 (+20.6%) Shares 2,447 (+23.0%) Est. Cost $138.32 Unrealized -10.1%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $378 (+16.3%) Shares 14,372 (+4.5%) Est. Cost $22.54 Unrealized +11.4%
PWR QUANTA SVCS INC 0.0%
Value ($000) $378 (+15.5%) Shares 895 (+13.4%) Est. Cost $323.60 Unrealized +35.7%
CCEP COCA COLA EUROPACIFIC PARTNERS 0.0%
Value ($000) $3,463 (+1.5%) Shares 38,175 (+1.1%) Est. Cost $75.07 Unrealized +19.4%
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value ($000) $303 (+19.7%) Shares 3,515 (+17.8%) Est. Cost $79.75 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $151 (+49.4%) Shares 14,060 (+36.5%) Est. Cost $9.78 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $703 (+7.6%) Shares 3,738 (+17.4%) Est. Cost $181.75 Unrealized +3.5%
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value ($000) $255 (+22.9%) Shares 2,546 (+23.4%) Est. Cost $100.64 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value ($000) $295 (+18.8%) Shares 1,178 (+21.8%) Est. Cost $208.60 Unrealized
FNCL FIDELITY MSCI FINLS IDX 0.0%
Value ($000) $1,407 (+3.2%) Shares 18,098 (+1.4%) Est. Cost $65.73 Unrealized
FNDA SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value ($000) $279 (+18.4%) Shares 8,865 (+17.1%) Est. Cost $27.99 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $864 (+4.9%) Shares 2,992 (+1.9%) Est. Cost $205.89 Unrealized +36.5%
TGT TARGET CORP 0.0%
Value ($000) $393 (+11.3%) Shares 4,015 (+2.2%) Est. Cost $105.98 Unrealized -13.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $658 (+6.4%) Shares 2,266 (+2.4%) Est. Cost $222.34 Unrealized +26.2%
O REALTY INCOME CORP 0.0%
Value ($000) $285 (+16.1%) Shares 5,053 (+25.3%) Est. Cost $53.55 Unrealized +7.1%
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value ($000) $328 (+13.6%) Shares 3,828 (+4.2%) Est. Cost $72.62 Unrealized +9.7%
KR KROGER CO 0.0%
Value ($000) $1,000 (+4.0%) Shares 16,011 (+12.2%) Est. Cost $50.67 Unrealized +28.7%
NVR NVR INC 0.0%
Value ($000) $249 (+17.7%) Shares 34 (+30.8%) Est. Cost $7838.66 Unrealized -4.6%
SCHA SCHWAB STRATEGIC TR US SML CAP 0.0%
Value ($000) $385 (+10.5%) Shares 13,535 (+8.3%) Est. Cost $31.89 Unrealized
FLR FLUOR CORP NEW 0.0%
Value ($000) $18,355 (-0.2%) Shares 463,162 (+5.9%) Est. Cost $41.73 Unrealized +6.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $364 (+11.1%) Shares 2,073 (+11.3%) Est. Cost $185.67 Unrealized -6.9%
ALC ALCON INC 0.0%
Value ($000) $474 (+8.1%) Shares 6,014 (+2.2%) Est. Cost $58.29 Unrealized +32.1%
WELL WELLTOWER INC COM 0.0%
Value ($000) $317 (+12.3%) Shares 1,710 (+7.8%) Est. Cost $165.07 Unrealized +13.0%
BDX BECTON DICKINSON CO 0.0%
Value ($000) $262 (+15.1%) Shares 1,348 (+11.0%) Est. Cost $184.61 Unrealized +2.7%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $411 (+8.6%) Shares 3,738 (+5.3%) Est. Cost $96.30 Unrealized +7.1%
EAGG ISHARES TR ESG AWR US AGRGT 0.0%
Value ($000) $250 (+14.1%) Shares 5,217 (+14.5%) Est. Cost $48.01 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $311 (-8.9%) Shares 4,782 (+1.1%) Est. Cost $93.63 Unrealized -26.3%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $1,126 (-2.6%) Shares 7,382 (+1.7%) Est. Cost $136.86 Unrealized +8.7%
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value ($000) $348 (+9.3%) Shares 3,700 (+10.4%) Est. Cost $81.24 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $395 (+7.6%) Shares 5,860 (+13.7%) Est. Cost $67.84 Unrealized +2.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $279 (+10.9%) Shares 5,959 (+5.5%) Est. Cost $37.75 Unrealized +15.6%
NOBL PROSHARES TR SP 500 DV ARIST 0.0%
Value ($000) $280 (+10.8%) Shares 2,689 (+9.7%) Est. Cost $102.36 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $374 (+7.6%) Shares 2,975 (+25.2%) Est. Cost $160.09 Unrealized -18.6%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $230 (+12.9%) Shares 3,454 (+12.0%) Est. Cost $72.76 Unrealized -9.8%
VLTO VERALTO CORP 0.0%
Value ($000) $1,265 (+2.0%) Shares 12,682 (+8.9%) Est. Cost $75.99 Unrealized +32.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $341 (+6.7%) Shares 5,677 (+12.5%) Est. Cost $46.45 Unrealized +29.3%
EWG ISHARES INC MSCI GERMANY ETF 0.0%
Value ($000) $222 (+10.3%) Shares 5,227 (+8.0%) Est. Cost $42.32 Unrealized
VCR VANGUARD US CONSUMER DISC ETF 0.0%
Value ($000) $654 (+3.1%) Shares 1,660 (+3.7%) Est. Cost $281.95 Unrealized
LEMB ISHARES INC JP MORGAN EM ETF 0.0%
Value ($000) $426 (+4.8%) Shares 10,254 (+3.9%) Est. Cost $36.92 Unrealized
SPYV SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $259 (+6.6%) Shares 4,555 (+3.8%) Est. Cost $55.39 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $398 (+4.1%) Shares 299 (+3.1%) Est. Cost $986.63 Unrealized +32.9%
AON AON PLC 0.0%
Value ($000) $224 (+7.2%) Shares 635 (+8.4%) Est. Cost $360.36 Unrealized -3.1%
DOX AMDOCS LTD 0.0%
Value ($000) $363 (+4.1%) Shares 4,514 (+6.1%) Est. Cost $54.59 Unrealized +46.3%
IJK ISHARES TR SP MC 400GR ETF 0.0%
Value ($000) $377 (+4.0%) Shares 3,887 (+2.9%) Est. Cost $95.94 Unrealized
ABRDN ASIA PACIFIC INCOME FUND 0.0%
Value ($000) $267 (+5.1%) Shares 17,431 (+11.6%) Est. Cost $15.94 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $359 (+3.3%) Shares 3,727 (+3.6%) Est. Cost $96.55 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $569 (-2.0%) Shares 6,323 (+1.6%) Est. Cost $113.58 Unrealized -19.2%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $423 (+2.4%) Shares 2,176 (+23.8%) Est. Cost $192.29 Unrealized +9.2%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $246 (+3.9%) Shares 749 (+9.2%) Est. Cost $322.48 Unrealized +1.2%
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value ($000) $292 (-3.0%) Shares 2,048 (+11.2%) Est. Cost $140.01 Unrealized +2.6%
FAST FASTENAL CO 0.0%
Value ($000) $242 (-2.7%) Shares 6,025 (+18.9%) Est. Cost $46.16 Unrealized -9.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $373 (-1.7%) Shares 7,315 (+2.2%) Est. Cost $58.14 Unrealized -12.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $675 (+0.9%) Shares 1,760 (+20.3%) Est. Cost $367.07 Unrealized +9.2%
LOGI LOGITECH INTL S A GRS 0.0%
Value ($000) $223 (-1.4%) Shares 2,229 (+7.9%) Est. Cost $100.21 Unrealized +12.2%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $216 (-1.3%) Shares 833 (+9.9%) Est. Cost $281.13 Unrealized -1.4%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $210 (+1.4%) Shares 7,735 (+5.9%) Est. Cost $29.55 Unrealized -9.1%
VXF VANGUARD INDEX FDS EXTEND MKT 0.0%
Value ($000) $258 (+1.0%) Shares 1,235 (+1.1%) Est. Cost $183.95 Unrealized
VDC VANGUARD FDS CONSUM STP ETF 0.0%
Value ($000) $346 (+0.6%) Shares 1,637 (+1.8%) Est. Cost $208.10 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $229 (-0.9%) Shares 2,172 (+7.7%) Est. Cost $107.33 Unrealized +2.7%
VMC VULCAN MATLS CO 0.0%
Value ($000) $311 (+0.6%) Shares 1,090 (+8.6%) Est. Cost $258.95 Unrealized +13.2%
EQT EQT CORP 0.0%
Value ($000) $272 (+0.6%) Shares 5,065 (+2.2%) Est. Cost $43.13 Unrealized +30.1%

Exited Positions (113)

UNILEVER PLC ADR 0.5%
Value ($000) $1,336,048 Shares 22,537,917 Est. Cost $52.29 Unrealized
TOTALENERGIES SE ADR ADR 0.4%
Value ($000) $1,191,641 Shares 19,963,832 Est. Cost $54.64 Unrealized
INFY INFOSYS LTD ADR 0.0%
Value ($000) $145,688 Shares 8,954,374 Est. Cost $17.90 Unrealized
POOL POOL CORP 0.0%
Value ($000) $57,067 Shares 184,045 Est. Cost $109.65 Unrealized +136.6%
SAM BOSTON BEER INC 0.0%
Value ($000) $48,937 Shares 231,467 Est. Cost $256.34 Unrealized -19.6%
AGIO AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $34,928 Shares 870,145 Est. Cost $31.86 Unrealized +10.1%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $32,290 Shares 662,504 Est. Cost $69.74 Unrealized -3.7%
KSA ISHARES TR MSCI SAUDI ARBIA 0.0%
Value ($000) $31,707 Shares 781,350 Est. Cost $41.66 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $29,255 Shares 1,385,845 Est. Cost $27.86 Unrealized -27.6%
SSD SIMPSON MFG INC 0.0%
Value ($000) $24,057 Shares 143,661 Est. Cost $119.59 Unrealized +41.1%
HUBS HUBSPOT INC 0.0%
Value ($000) $23,460 Shares 50,149 Est. Cost $282.61 Unrealized +46.6%
WHD CACTUS INC 0.0%
Value ($000) $23,433 Shares 593,696 Est. Cost $47.46 Unrealized -11.9%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $23,123 Shares 247,329 Est. Cost $99.00 Unrealized -7.5%
CNMD CONMED CORP 0.0%
Value ($000) $18,673 Shares 397,046 Est. Cost $56.67 Unrealized -23.2%
TREX TREX CO INC 0.0%
Value ($000) $17,006 Shares 329,124 Est. Cost $62.31 Unrealized -35.1%
AZTA AZENTA INC 0.0%
Value ($000) $16,838 Shares 586,289 Est. Cost $39.41 Unrealized -17.1%
HLX HELIX ENERGY SOLUTIONS GRP INC 0.0%
Value ($000) $14,792 Shares 2,254,930 Est. Cost $9.40 Unrealized -29.3%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $14,742 Shares 1,645,302 Est. Cost $2.17 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $12,612 Shares 113,869 Est. Cost $64.76 Unrealized +64.8%
VRTS VIRTUS INVT PARTNERS INC 0.0%
Value ($000) $11,917 Shares 62,713 Est. Cost $183.73 Unrealized -9.9%
SMG SCOTTS MIRACLEGRO CO 0.0%
Value ($000) $11,182 Shares 196,355 Est. Cost $52.55 Unrealized +5.0%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $10,946 Shares 838,738 Est. Cost $21.12 Unrealized -45.9%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $10,848 Shares 198,287 Est. Cost $61.32 Unrealized +31.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $7,435 Shares 59,373 Est. Cost $299.57 Unrealized -52.2%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $7,424 Shares 36,220 Est. Cost $219.73 Unrealized -16.8%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $7,086 Shares 138,154 Est. Cost $25.76 Unrealized +125.9%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $5,632 Shares 40,607 Est. Cost $99.41 Unrealized +45.5%
SPSC SPS COMM INC 0.0%
Value ($000) $4,176 Shares 40,100 Est. Cost $176.70 Unrealized -47.5%
CMCO COLUMBUS MCKINNON CORP N Y 0.0%
Value ($000) $4,158 Shares 289,982 Est. Cost $32.02 Unrealized -50.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $3,043 Shares 24,139 Est. Cost $72.13 Unrealized +67.3%
AOS SMITH A O CORP 0.0%
Value ($000) $2,907 Shares 39,598 Est. Cost $63.47 Unrealized +6.3%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $2,711 Shares 22,361 Est. Cost $63.38 Unrealized +77.3%
GTLS CHART INDS INC 0.0%
Value ($000) $1,869 Shares 9,338 Est. Cost $66.68 Unrealized +203.9%
VITAL ENERGY INC COM 0.0%
Value ($000) $1,823 Shares 107,919 Est. Cost $37.64 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $1,751 Shares 32,240 Est. Cost $57.28 Unrealized -4.7%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $1,560 Shares 7,630 Est. Cost $191.45 Unrealized +15.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $1,537 Shares 5,934 Est. Cost $119.44 Unrealized +113.2%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $1,441 Shares 21,832 Est. Cost $33.60 Unrealized +81.9%
SYNA SYNAPTICS INC 0.0%
Value ($000) $1,349 Shares 19,734 Est. Cost $41.48 Unrealized +69.3%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $1,207 Shares 35,531 Est. Cost $13.61 Unrealized +138.7%
HUN HUNTSMAN CORP 0.0%
Value ($000) $1,190 Shares 132,503 Est. Cost $27.01 Unrealized -66.1%
RYI RYERSON HLDG CORP 0.0%
Value ($000) $1,180 Shares 51,611 Est. Cost $29.98 Unrealized -23.3%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $1,145 Shares 43,415 Est. Cost $25.54 Unrealized -0.6%
TITN TITAN MACHY INC 0.0%
Value ($000) $1,083 Shares 64,706 Est. Cost $27.63 Unrealized -41.8%
VSH VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $993 Shares 64,915 Est. Cost $12.55 Unrealized +20.2%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $870 Shares 3,424 Est. Cost $292.68 Unrealized -23.2%
VERINT SYS INC 0.0%
Value ($000) $835 Shares 41,246 Est. Cost $42.96 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $706 Shares 7,866 Est. Cost $58.32 Unrealized +40.5%
IART INTEGRA LIFESCIENCES HLDGS CP 0.0%
Value ($000) $676 Shares 47,198 Est. Cost $31.33 Unrealized -57.6%
TQQQ PROSHARES TR ULTRAPRO QQQ 0.0%
Value ($000) $597 Shares 5,771 Est. Cost $103.42 Unrealized
TAK TAKEDA PHARMACEUTICAL CO L ADR 0.0%
Value ($000) $593 Shares 40,484 Est. Cost $14.47 Unrealized
HAYW HAYWARD HOLDINGS INC 0.0%
Value ($000) $590 Shares 39,009 Est. Cost $15.32 Unrealized +3.2%
GMED GLOBUS MED INC 0.0%
Value ($000) $570 Shares 9,951 Est. Cost $55.92 Unrealized +35.7%
YELP YELP INC 0.0%
Value ($000) $537 Shares 17,221 Est. Cost $29.59 Unrealized +4.2%
PRF INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $508 Shares 11,237 Est. Cost $45.21 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value ($000) $477 Shares 2,699 Est. Cost $153.69 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $474 Shares 7,029 Est. Cost $46.61 Unrealized +56.8%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $452 Shares 14,314 Est. Cost $37.74 Unrealized -20.3%
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value ($000) $439 Shares 1,371 Est. Cost $320.04 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $433 Shares 4,395 Est. Cost $89.98 Unrealized +5.1%
SPTM SPDR PORTFOLIO S AND P 1500 COMPOS 0.0%
Value ($000) $424 Shares 5,260 Est. Cost $75.14 Unrealized
ZD ZIFF DAVIS INC 0.0%
Value ($000) $401 Shares 10,531 Est. Cost $73.78 Unrealized -52.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $397 Shares 10,141 Est. Cost $53.72 Unrealized -32.7%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $390 Shares 17,182 Est. Cost $45.35 Unrealized -60.1%
IAGG ISHARES TR CORE INTL AGGR 0.0%
Value ($000) $367 Shares 7,165 Est. Cost $51.23 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $366 Shares 2,835 Est. Cost $180.98 Unrealized -53.7%
FMDE FIDELITY COVINGTON TRUST ENHAN 0.0%
Value ($000) $355 Shares 9,829 Est. Cost $36.15 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $355 Shares 1,864 Est. Cost $204.10 Unrealized -10.8%
GSLC GOLDMAN SACHS ETF TR ACTIVEBET 0.0%
Value ($000) $353 Shares 2,709 Est. Cost $130.28 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $327 Shares 6,817 Est. Cost $37.37 Unrealized +10.2%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $324 Shares 34,494 Est. Cost $35.11 Unrealized -72.7%
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value ($000) $320 Shares 2,289 Est. Cost $139.67 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $314 Shares 4,464 Est. Cost $69.90 Unrealized -7.4%
SUTRO BIOPHARMA INC 0.0%
Value ($000) $307 Shares 352,949 Est. Cost $3.36 Unrealized
QYLD GLOBAL X FDS NASDAQ 100 COVER 0.0%
Value ($000) $301 Shares 17,670 Est. Cost $17.01 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $288 Shares 3,701 Est. Cost $31.14 Unrealized +20.0%
EQIX EQUINIX INC 0.0%
Value ($000) $281 Shares 358 Est. Cost $763.05 Unrealized +2.4%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $269 Shares 2,200 Est. Cost $265.85 Unrealized -54.5%
FTNT FORTINET INC 0.0%
Value ($000) $260 Shares 3,091 Est. Cost $71.85 Unrealized +15.4%
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $256 Shares 872 Est. Cost $284.42 Unrealized
HELE HELEN OF TROY LTD 0.0%
Value ($000) $249 Shares 9,875 Est. Cost $96.31 Unrealized -78.8%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $246 Shares 4,602 Est. Cost $53.40 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $240 Shares 3,056 Est. Cost $91.77 Unrealized -19.5%
BOND PIMCO ETF TR TTL RTN ACTV ETF 0.0%
Value ($000) $231 Shares 2,470 Est. Cost $93.35 Unrealized
HODL VANECK BITCOIN ETF SH BEN INT 0.0%
Value ($000) $229 Shares 7,088 Est. Cost $23.31 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $229 Shares 7,023 Est. Cost $32.06 Unrealized -8.6%
MKC MCCORMICK AND CO INC 0.0%
Value ($000) $226 Shares 3,380 Est. Cost $69.05 Unrealized -4.5%
TALO TALOS ENERGY INC 0.0%
Value ($000) $224 Shares 23,308 Est. Cost $8.97 Unrealized +16.6%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $218 Shares 3,856 Est. Cost $55.64 Unrealized -2.1%
FNF FIDELITY NATIONAL FINANCIAL IN 0.0%
Value ($000) $213 Shares 3,520 Est. Cost $55.97 Unrealized -2.2%
DOCU DOCUSIGN INC 0.0%
Value ($000) $213 Shares 2,952 Est. Cost $77.06 Unrealized -10.3%
CORNERSTONE STRATEGIC INVESTME 0.0%
Value ($000) $212 Shares 25,604 Est. Cost $8.28 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $211 Shares 2,833 Est. Cost $71.94 Unrealized -2.8%
ABNB AIRBNB INC 0.0%
Value ($000) $209 Shares 1,721 Est. Cost $129.37 Unrealized -3.7%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $209 Shares 10,234 Est. Cost $20.51 Unrealized -3.5%
NET CLOUDFLARE INC 0.0%
Value ($000) $207 Shares 964 Est. Cost $204.15 Unrealized +3.6%
NUVEEN PREFERRED AND INCOME OPPO 0.0%
Value ($000) $181 Shares 22,129 Est. Cost $8.04 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $178 Shares 11,922 Est. Cost $17.44 Unrealized -15.7%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $174 Shares 17,417 Est. Cost $10.01 Unrealized
MTA METALLA RTY AND STREAMING LTD 0.0%
Value ($000) $164 Shares 25,870 Est. Cost $4.74 Unrealized +51.7%
NMAX NEWSMAX INC 0.0%
Value ($000) $135 Shares 10,849 Est. Cost $13.50 Unrealized -28.8%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $122 Shares 10,024 Est. Cost $12.21 Unrealized
JMIA JUMIA TECHNOLOGIES AG ADR 0.0%
Value ($000) $118 Shares 10,150 Est. Cost $11.61 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $116 Shares 11,732 Est. Cost $12.47 Unrealized -14.0%
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $100 Shares 23,353 Est. Cost $4.30 Unrealized
ADFI TWO RDS SHARED TR ANFIELD DYNA 0.0%
Value ($000) $97 Shares 11,282 Est. Cost $8.60 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $74 Shares 12,170 Est. Cost $5.35 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $68 Shares 11,175 Est. Cost $6.09 Unrealized
MONOGRAM TECHNOLOGIES INC COM 0.0%
Value ($000) $65 Shares 11,060 Est. Cost $5.87 Unrealized
GABELLI CONV AND INC SECS FD INC 0.0%
Value ($000) $59 Shares 14,179 Est. Cost $4.13 Unrealized
GERN GERON CORP 0.0%
Value ($000) $37 Shares 27,209 Est. Cost $1.33 Unrealized -5.8%
BTMD BIOTE CORP 0.0%
Value ($000) $30 Shares 10,000 Est. Cost $3.57 Unrealized -23.4%
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $6 Shares 13,500 Est. Cost $0.51 Unrealized

Decreased Positions (360)

MBB ISHARES TR MBS ETF 0.0%
Value ($000) $100,539 (-95.3%) Shares 1,055,854 (-95.3%) Est. Cost $92.56 Unrealized
SPTL SPDR BLOOMBERG BRCLYS LG TRS E 0.0%
Value ($000) $29,418 (-98.2%) Shares 1,111,357 (-98.2%) Est. Cost $25.73 Unrealized
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $2,143,656 (+23.2%) Shares 3,784,970 (-2.7%) Est. Cost $307.19 Unrealized +73.3%
LII LENNOX INTL INC 0.0%
Value ($000) $15,385 (-95.1%) Shares 31,684 (-94.7%) Est. Cost $318.07 Unrealized +57.1%
BLK BLACKROCK INC COM 0.7%
Value ($000) $1,952,685 (-11.9%) Shares 1,824,359 (-4.1%) Est. Cost $991.05 Unrealized +9.9%
ITUB ITAU UNIBANCO HLDG SA SPON ADR 0.1%
Value ($000) $204,347 (-54.7%) Shares 28,540,037 (-53.5%) Est. Cost $7.31 Unrealized
INTU INTUIT 0.5%
Value ($000) $1,513,173 (-12.3%) Shares 2,284,310 (-9.6%) Est. Cost $528.05 Unrealized +25.1%
ABT ABBOTT LABS 0.5%
Value ($000) $1,433,350 (-11.1%) Shares 11,440,255 (-4.9%) Est. Cost $91.48 Unrealized +39.2%
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $1,681,339 (+8.4%) Shares 6,937,362 (-4.9%) Est. Cost $111.35 Unrealized +99.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,095,632 (-10.5%) Shares 3,117,283 (-5.8%) Est. Cost $211.52 Unrealized +71.8%
BBD BANCO BRADESCO SA SP ADR 0.1%
Value ($000) $176,245 (-41.0%) Shares 52,926,543 (-40.1%) Est. Cost $4.44 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $781,773 (-13.5%) Shares 14,795,099 (-2.3%) Est. Cost $41.03 Unrealized +35.3%
CRM SALESFORCE INC 0.4%
Value ($000) $1,133,412 (+10.5%) Shares 4,278,477 (-1.1%) Est. Cost $188.24 Unrealized +31.8%
ADBE ADOBE INC 0.5%
Value ($000) $1,386,609 (-7.2%) Shares 3,961,853 (-6.4%) Est. Cost $348.42 Unrealized -2.4%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $497,821 (-13.1%) Shares 9,784,222 (-5.2%) Est. Cost $75.66 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $763,036 (-8.8%) Shares 1,960,522 (-1.2%) Est. Cost $163.91 Unrealized +152.3%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $197,462 (+48.4%) Shares 535,723 (-34.5%) Est. Cost $63.07 Unrealized +307.2%
BBVA BANCO BILBAO VIZCAYA ARGEN ADR 0.3%
Value ($000) $791,485 (+7.3%) Shares 33,954,738 (-11.4%) Est. Cost $6.33 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $3,045 (-93.9%) Shares 15,380 (-93.2%) Est. Cost $196.32 Unrealized +10.6%
OC OWENS CORNING NEW 0.0%
Value ($000) $355 (-99.2%) Shares 3,176 (-99.0%) Est. Cost $120.13 Unrealized -2.3%
DOV DOVER CORP 0.1%
Value ($000) $314,364 (+15.4%) Shares 1,610,141 (-1.4%) Est. Cost $127.25 Unrealized +42.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $312,433 (-11.5%) Shares 1,779,533 (-3.0%) Est. Cost $197.97 Unrealized -8.9%
LQD ISHARES TR IBOXX INV CP ETF 0.1%
Value ($000) $215,338 (-13.2%) Shares 1,954,244 (-12.2%) Est. Cost $113.50 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $146,844 (-17.1%) Shares 72,902 (-3.9%) Est. Cost $990.06 Unrealized +112.2%
IHE ISHARES TR US PHARMA ETF 0.1%
Value ($000) $239,699 (+14.5%) Shares 2,825,644 (-2.1%) Est. Cost $107.52 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $68,621 (-30.4%) Shares 283,686 (-9.4%) Est. Cost $134.89 Unrealized +133.1%
FLS FLOWSERVE CORP 0.0%
Value ($000) $129,423 (+27.7%) Shares 1,865,429 (-2.2%) Est. Cost $43.86 Unrealized +46.1%
ATI ATI INC 0.0%
Value ($000) $104,259 (+33.8%) Shares 908,495 (-5.1%) Est. Cost $39.18 Unrealized +148.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $133,727 (+21.6%) Shares 624,427 (-8.1%) Est. Cost $90.54 Unrealized +148.1%
CADE CADENCE BANK 0.0%
Value ($000) $29,609 (-43.8%) Shares 691,155 (-50.7%) Est. Cost $25.69 Unrealized +53.4%
JD JDCOM INC ADR 0.0%
Value ($000) $95,624 (-19.0%) Shares 3,331,848 (-1.2%) Est. Cost $32.18 Unrealized
ASX ASE TECHNOLOGY HOLDING CO ADR 0.0%
Value ($000) $74,736 (+42.6%) Shares 4,641,965 (-1.8%) Est. Cost $5.57 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG T 0.0%
Value ($000) $12,893 (-62.2%) Shares 231,049 (-61.5%) Est. Cost $57.54 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $62,711 (+47.4%) Shares 2,378,122 (-4.4%) Est. Cost $13.65 Unrealized +44.0%
NTES NETEASE INC SPONSORED ADR ADR 0.1%
Value ($000) $153,073 (-11.1%) Shares 1,112,284 (-1.8%) Est. Cost $132.62 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $33,872 (-35.7%) Shares 1,192,271 (-52.6%) Est. Cost $22.40 Unrealized +13.1%
PICK ISHARES GLOBAL METALS MINING 0.1%
Value ($000) $160,064 (+11.8%) Shares 3,117,717 (-3.1%) Est. Cost $35.56 Unrealized
WIT WIPRO LTD ADR 0.0%
Value ($000) $2,527 (-86.7%) Shares 889,836 (-87.6%) Est. Cost $4.90 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $7,105 (-69.8%) Shares 506,043 (-69.9%) Est. Cost $26.89 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $261,473 (+6.5%) Shares 4,900,163 (-3.6%) Est. Cost $34.88 Unrealized +39.7%
ETN EATON CORP PLC 0.0%
Value ($000) $69,579 (-18.0%) Shares 218,452 (-3.7%) Est. Cost $181.68 Unrealized +95.1%
PBR PETROLEO BRASILEIRO SA PET ADR 0.1%
Value ($000) $165,698 (-8.4%) Shares 13,982,981 (-2.2%) Est. Cost $10.67 Unrealized
TCOM TRIP COM GROUP LTD ADR 0.1%
Value ($000) $174,831 (-7.4%) Shares 2,431,248 (-3.2%) Est. Cost $34.12 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $72,503 (-16.0%) Shares 686,000 (-8.6%) Est. Cost $126.08 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $57,112 (-19.2%) Shares 626,160 (-4.5%) Est. Cost $91.16 Unrealized +7.2%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $415,727 (+3.4%) Shares 4,972,221 (-1.3%) Est. Cost $61.20 Unrealized
XP XP INC 0.0%
Value ($000) $71,656 (-15.6%) Shares 4,377,265 (-3.1%) Est. Cost $21.53 Unrealized -18.2%
DK DELEK US HLDGS INC NEW 0.0%
Value ($000) $30,986 (-28.4%) Shares 1,044,693 (-22.1%) Est. Cost $21.75 Unrealized +63.7%
WINA WINMARK CORP 0.0%
Value ($000) $42,392 (-22.2%) Shares 104,687 (-4.3%) Est. Cost $397.25 Unrealized +7.7%
SBH SALLY BEAUTY HLDGS INC 0.0%
Value ($000) $58,715 (-17.0%) Shares 4,117,437 (-5.2%) Est. Cost $12.60 Unrealized +19.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $116,184 (+11.1%) Shares 328,565 (-1.5%) Est. Cost $255.20 Unrealized +33.2%
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $5,639 (-64.8%) Shares 16,820 (-65.6%) Est. Cost $300.71 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $37,660 (-20.0%) Shares 1,072,331 (-1.7%) Est. Cost $19.30 Unrealized +91.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $97,139 (-8.8%) Shares 170,354 (-2.5%) Est. Cost $449.01 Unrealized +28.9%
SF STIFEL FINL CORP 0.1%
Value ($000) $150,018 (+6.3%) Shares 1,198,035 (-3.7%) Est. Cost $36.52 Unrealized +227.5%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $108,831 (-7.4%) Shares 20,321 (-6.7%) Est. Cost $3271.18 Unrealized +57.1%
SAN BANCO SANTANDER SA ADR 0.4%
Value ($000) $1,136,233 (+0.7%) Shares 96,865,591 (-10.0%) Est. Cost $4.58 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $60,828 (+15.7%) Shares 355,347 (-9.5%) Est. Cost $74.98 Unrealized +107.2%
LOW LOWES COS INC 0.0%
Value ($000) $100,520 (-7.1%) Shares 416,819 (-3.2%) Est. Cost $174.13 Unrealized +37.7%
TFI SPDR SER TR NUVN BLOOMBERG MU 0.0%
Value ($000) $114,804 (-6.3%) Shares 2,511,565 (-6.6%) Est. Cost $47.42 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.3%
Value ($000) $830,932 (-0.9%) Shares 1,352,626 (-3.1%) Est. Cost $237.14 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $91,424 (-7.0%) Shares 1,694,690 (-3.7%) Est. Cost $59.92 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $12,416 (-35.5%) Shares 145,645 (-41.1%) Est. Cost $79.68 Unrealized +3.0%
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value ($000) $4,701 (-59.1%) Shares 53,930 (-58.1%) Est. Cost $101.74 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $36,689 (-15.2%) Shares 832,892 (-6.3%) Est. Cost $30.68 Unrealized +42.0%
APAM ARTISAN PARTNERS ASSET MGMT IN 0.0%
Value ($000) $58,685 (-10.0%) Shares 1,440,480 (-4.1%) Est. Cost $18.76 Unrealized +117.0%
ENS ENERSYS 0.0%
Value ($000) $47,013 (+16.0%) Shares 320,360 (-10.7%) Est. Cost $80.90 Unrealized +64.9%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $37,306 (+21.0%) Shares 1,528,940 (-1.2%) Est. Cost $18.93 Unrealized +22.2%
PUMP PROPETRO HLDG CORP 0.0%
Value ($000) $14,224 (+68.1%) Shares 1,495,676 (-7.4%) Est. Cost $13.58 Unrealized -36.0%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $202,097 (-2.8%) Shares 2,503,057 (-3.4%) Est. Cost $66.47 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $137,637 (+4.3%) Shares 1,828,815 (-1.0%) Est. Cost $32.32 Unrealized +118.9%
CENX CENTURY ALUM CO 0.0%
Value ($000) $33,967 (+19.7%) Shares 866,944 (-10.3%) Est. Cost $13.10 Unrealized +138.5%
SNY SANOFI SA ADR 0.2%
Value ($000) $588,334 (-0.9%) Shares 12,140,615 (-3.5%) Est. Cost $50.59 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $10,700 (-33.2%) Shares 67,142 (-12.8%) Est. Cost $219.25 Unrealized -19.3%
MRCY MERCURY SYS INC 0.0%
Value ($000) $62,817 (-7.3%) Shares 860,383 (-1.7%) Est. Cost $44.48 Unrealized +67.2%
NUE NUCOR CORP 0.0%
Value ($000) $29,568 (-14.2%) Shares 181,275 (-28.8%) Est. Cost $110.81 Unrealized +35.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $164,404 (-2.9%) Shares 1,605,819 (-2.6%) Est. Cost $99.90 Unrealized +2.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $54,507 (-8.1%) Shares 624,003 (-3.8%) Est. Cost $52.12 Unrealized +71.2%
NKE NIKE INC 0.0%
Value ($000) $26,608 (-15.1%) Shares 417,639 (-7.1%) Est. Cost $95.92 Unrealized -32.3%
COO COOPER COS INC COM 0.0%
Value ($000) $892 (-84.0%) Shares 10,886 (-86.6%) Est. Cost $98.05 Unrealized -23.7%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $54,363 (-7.8%) Shares 1,956,928 (-6.0%) Est. Cost $24.28 Unrealized +14.2%
BKR BAKER HUGHES CO 0.0%
Value ($000) $30,559 (-12.5%) Shares 671,028 (-6.4%) Est. Cost $25.14 Unrealized +88.3%
NU NU HLDGS LTD 0.1%
Value ($000) $171,454 (+2.6%) Shares 10,242,185 (-1.9%) Est. Cost $12.99 Unrealized +23.7%
APG API GROUP CORP 0.0%
Value ($000) $63,825 (+6.9%) Shares 1,668,199 (-4.0%) Est. Cost $23.33 Unrealized +58.5%
VCSH VANGUARD FDS SHRT TERM CORP 0.0%
Value ($000) $20,289 (-16.9%) Shares 254,475 (-16.7%) Est. Cost $74.34 Unrealized
LEVI LEVI STRAUSS CO NEW 0.0%
Value ($000) $24,574 (-14.2%) Shares 1,184,847 (-3.7%) Est. Cost $16.54 Unrealized +29.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $14,762 (+38.1%) Shares 512,228 (-6.4%) Est. Cost $11.72 Unrealized +99.5%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $16,816 (-19.1%) Shares 211,341 (-4.3%) Est. Cost $53.67 Unrealized +61.4%
XLP SPDR CONS STAPLES SELECT SCTR 0.0%
Value ($000) $98,628 (-3.8%) Shares 1,269,668 (-3.0%) Est. Cost $71.36 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $194,251 (-1.9%) Shares 1,135,639 (-4.6%) Est. Cost $103.09 Unrealized +65.7%
MC MOELIS CO 0.0%
Value ($000) $31,407 (-10.4%) Shares 456,892 (-7.0%) Est. Cost $64.60 Unrealized +1.8%
BKU BANKUNITED INC 0.0%
Value ($000) $27,781 (+14.5%) Shares 623,322 (-2.0%) Est. Cost $30.55 Unrealized +34.5%
HUBG HUB GROUP INC 0.0%
Value ($000) $28,443 (+13.9%) Shares 667,510 (-8.0%) Est. Cost $34.12 Unrealized +11.4%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $61,171 (-5.2%) Shares 719,832 (-6.2%) Est. Cost $48.15 Unrealized +81.6%
BOX BOX INC 0.0%
Value ($000) $18,159 (-15.2%) Shares 607,138 (-8.5%) Est. Cost $31.84 Unrealized -1.5%
UMBF UMB FINL CORP 0.0%
Value ($000) $30,687 (-9.6%) Shares 266,751 (-7.0%) Est. Cost $73.63 Unrealized +53.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $56,308 (+6.0%) Shares 156,354 (-3.9%) Est. Cost $93.20 Unrealized
MMYT MAKEMYTRIP LTD 0.0%
Value ($000) $3,804 (-45.5%) Shares 46,325 (-37.8%) Est. Cost $44.62 Unrealized +83.8%
PTEN PATTERSONUTI ENERGY INC 0.0%
Value ($000) $26,748 (+13.1%) Shares 4,377,814 (-4.1%) Est. Cost $13.56 Unrealized -56.0%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $24,101 (-11.1%) Shares 392,276 (-7.1%) Est. Cost $29.78 Unrealized +109.3%
MOG/A MOOG INC 0.0%
Value ($000) $23,435 (+14.3%) Shares 96,221 (-2.5%) Est. Cost $80.21 Unrealized +173.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $55,522 (-5.0%) Shares 3,200,089 (-5.5%) Est. Cost $14.77 Unrealized +10.3%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $20,835 (-12.0%) Shares 621,198 (-12.4%) Est. Cost $41.20 Unrealized -17.9%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $54,563 (-4.9%) Shares 160,616 (-2.9%) Est. Cost $162.16 Unrealized +108.3%
RRC RANGE RES CORP 0.0%
Value ($000) $26,435 (-9.6%) Shares 749,728 (-3.5%) Est. Cost $17.13 Unrealized +117.5%
DYNAVAX TECHNOLOGIES CORP 0.0%
Value ($000) $8,751 (+46.1%) Shares 569,018 (-5.7%) Est. Cost $12.87 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $70,292 (+3.9%) Shares 2,514,937 (-4.3%) Est. Cost $23.93 Unrealized +12.2%
BANR BANNER CORP 0.0%
Value ($000) $23,005 (-10.2%) Shares 367,148 (-6.2%) Est. Cost $53.15 Unrealized +17.5%
FDN FIRST TR DOW JONES INTERNET IN 0.0%
Value ($000) $28,837 (-8.2%) Shares 107,129 (-4.6%) Est. Cost $4.61 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value ($000) $69,960 (+3.8%) Shares 1,166,777 (-4.4%) Est. Cost $54.60 Unrealized
EQNR EQUINOR ASA SPONSORED ADR ADR 0.0%
Value ($000) $42,015 (-5.7%) Shares 1,778,054 (-2.7%) Est. Cost $25.66 Unrealized
GOLF ACUSHNET HOLDINGS CORP COM 0.0%
Value ($000) $52,769 (-4.5%) Shares 661,099 (-6.1%) Est. Cost $74.71 Unrealized +8.6%
DXCM DEXCOM INC 0.0%
Value ($000) $15,293 (-13.8%) Shares 230,413 (-12.6%) Est. Cost $87.04 Unrealized -25.7%
IYF ISHARES US FINANCIALS ETF 0.1%
Value ($000) $223,476 (-1.1%) Shares 1,733,313 (-2.8%) Est. Cost $69.99 Unrealized
ZWS ZURN ELKAY WATER SOLUTIONS COR 0.0%
Value ($000) $45,638 (-5.0%) Shares 981,679 (-3.9%) Est. Cost $37.74 Unrealized +23.9%
IAI ISHARES US BRKR DEALR EXCHNG 0.0%
Value ($000) $113,987 (-2.0%) Shares 635,487 (-3.4%) Est. Cost $91.57 Unrealized
BIO BIO RAD LABS INC 0.0%
Value ($000) $39,720 (+6.1%) Shares 131,094 (-1.8%) Est. Cost $223.62 Unrealized +39.5%
AVNT AVIENT CORPORATION 0.0%
Value ($000) $12,891 (-15.1%) Shares 412,649 (-10.4%) Est. Cost $30.28 Unrealized +1.5%
INDB INDEPENDENT BK CORP MASS 0.0%
Value ($000) $7,719 (-22.7%) Shares 105,630 (-26.8%) Est. Cost $58.38 Unrealized +20.8%
CLB CORE LABORATORIES COM NPV 0.0%
Value ($000) $12,423 (+21.9%) Shares 774,979 (-6.0%) Est. Cost $21.71 Unrealized -31.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $3,306 (-40.2%) Shares 32,773 (-26.3%) Est. Cost $114.15 Unrealized -5.0%
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $10,455 (+26.2%) Shares 433,833 (-4.1%) Est. Cost $16.14 Unrealized
UE URBAN EDGE PPTYS 0.0%
Value ($000) $12,598 (-14.7%) Shares 656,494 (-9.0%) Est. Cost $0.35 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $7,191 (-22.9%) Shares 133,166 (-17.2%) Est. Cost $52.45 Unrealized +4.2%
KBH KB HOME 0.0%
Value ($000) $211 (-90.9%) Shares 3,743 (-89.7%) Est. Cost $21.91 Unrealized +179.1%
SPSB SPDR PORTFOLIO SHORT TERM CORP 0.0%
Value ($000) $31,413 (-6.2%) Shares 1,040,150 (-5.9%) Est. Cost $30.68 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $14,065 (-12.7%) Shares 375,276 (-12.1%) Est. Cost $34.27 Unrealized +7.4%
UBSI UNITED BANKSHARES INC WEST VA 0.0%
Value ($000) $45,425 (-4.3%) Shares 1,182,941 (-7.3%) Est. Cost $35.41 Unrealized +5.2%
AYI ACUITY INC 0.0%
Value ($000) $121,731 (-1.6%) Shares 338,104 (-5.9%) Est. Cost $228.16 Unrealized +58.3%
UCB UNITED CMNTY BKS BLAIRSVLE GA 0.0%
Value ($000) $30,913 (-5.9%) Shares 990,165 (-5.5%) Est. Cost $32.37 Unrealized -4.6%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $7,900 (+32.6%) Shares 443,296 (-5.6%) Est. Cost $11.56 Unrealized +39.7%
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $73,193 (-2.5%) Shares 621,755 (-2.0%) Est. Cost $0.18 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value ($000) $1,542 (-54.3%) Shares 56,230 (-54.5%) Est. Cost $31.55 Unrealized
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $7,423 (-19.7%) Shares 1,207,019 (-5.6%) Est. Cost $18.00 Unrealized -59.7%
VXUS VANGUARD STAR FDS VG TL INTL S 0.0%
Value ($000) $1,811 (-50.0%) Shares 24,005 (-51.3%) Est. Cost $67.99 Unrealized
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $8,921 (-16.8%) Shares 671,772 (-23.6%) Est. Cost $7.66 Unrealized +64.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $9,184 (+24.1%) Shares 112,938 (-7.0%) Est. Cost $35.54 Unrealized +98.1%
KLAC KLA CORPORATION 0.0%
Value ($000) $35,351 (+5.2%) Shares 29,093 (-6.6%) Est. Cost $665.73 Unrealized +76.0%
QLYS QUALYS INC 0.0%
Value ($000) $15,781 (-9.4%) Shares 118,743 (-9.8%) Est. Cost $158.79 Unrealized -13.4%
SHO SUNSTONE HOTEL INVS INC NEW 0.0%
Value ($000) $11,036 (-12.7%) Shares 1,234,457 (-8.5%) Est. Cost $1.16 Unrealized
ONEQ FIDELITY COMWLTH TR NASDAQ COM 0.0%
Value ($000) $54,612 (-2.7%) Shares 597,506 (-5.1%) Est. Cost $41.62 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $10,214 (-12.9%) Shares 130,997 (-7.0%) Est. Cost $78.56 Unrealized +1.8%
NICE NICE LTD ADR 0.0%
Value ($000) $1,394 (-51.9%) Shares 12,329 (-38.4%) Est. Cost $151.04 Unrealized
VVX V2X INC 0.0%
Value ($000) $10,911 (-12.1%) Shares 200,016 (-6.4%) Est. Cost $49.14 Unrealized +14.5%
HWC HANCOCK WHITNEY CORPORATION CO 0.0%
Value ($000) $20,391 (-6.7%) Shares 320,218 (-8.2%) Est. Cost $57.29 Unrealized +6.0%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $40,108 (+3.7%) Shares 1,045,018 (-7.1%) Est. Cost $42.24 Unrealized -14.6%
PBH PRESTIGE CONSUMER HEALTHCARE I 0.0%
Value ($000) $16,896 (-7.8%) Shares 273,885 (-6.7%) Est. Cost $33.49 Unrealized +82.8%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $9,220 (-13.4%) Shares 51,625 (-5.2%) Est. Cost $158.46 Unrealized +18.2%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $226 (-86.3%) Shares 3,430 (-84.9%) Est. Cost $47.51 Unrealized +45.8%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $14,461 (-8.9%) Shares 371,263 (-7.4%) Est. Cost $29.57 Unrealized +31.1%
WDAY WORKDAY INC 0.0%
Value ($000) $6,871 (-16.9%) Shares 31,990 (-6.8%) Est. Cost $213.18 Unrealized +6.6%
OVV OVINTIV INC 0.0%
Value ($000) $17,334 (-7.4%) Shares 442,296 (-4.6%) Est. Cost $42.71 Unrealized -9.2%
SKT TANGER INC 0.0%
Value ($000) $15,348 (-7.9%) Shares 459,942 (-6.6%) Est. Cost $2.43 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $116,655 (-1.1%) Shares 655,587 (-9.5%) Est. Cost $207.43 Unrealized -17.7%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $11,043 (+13.3%) Shares 204,728 (-5.3%) Est. Cost $48.12 Unrealized -1.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $11,433 (+12.5%) Shares 25,218 (-2.9%) Est. Cost $253.01 Unrealized +70.4%
IGOV ISHARES TR INTL TREA BD ETF 0.0%
Value ($000) $4,700 (-20.6%) Shares 112,825 (-18.9%) Est. Cost $41.53 Unrealized
NIO NIO INC ADR 0.0%
Value ($000) $1,169 (-50.8%) Shares 229,172 (-26.5%) Est. Cost $6.46 Unrealized
SMTC SEMTECH CORP 0.0%
Value ($000) $516 (-70.0%) Shares 7,001 (-70.9%) Est. Cost $48.94 Unrealized +45.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $21,614 (-5.3%) Shares 225,001 (-6.1%) Est. Cost $83.83 Unrealized +15.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $2,869 (-29.1%) Shares 61,698 (-23.2%) Est. Cost $58.10 Unrealized -18.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $66,389 (-1.7%) Shares 432,192 (-7.5%) Est. Cost $125.21 Unrealized +18.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $8,422 (-11.9%) Shares 55,671 (-11.4%) Est. Cost $123.81 Unrealized +19.3%
GBX GREENBRIER COS INC 0.0%
Value ($000) $10,010 (-10.0%) Shares 214,162 (-11.1%) Est. Cost $33.61 Unrealized +32.1%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $45,155 (+2.4%) Shares 717,424 (-3.3%) Est. Cost $36.42 Unrealized +63.0%
EAT BRINKER INTL INC 0.0%
Value ($000) $31,743 (+3.5%) Shares 221,178 (-8.6%) Est. Cost $31.16 Unrealized +320.4%
RNST RENASANT CORP 0.0%
Value ($000) $12,141 (-7.8%) Shares 344,721 (-3.4%) Est. Cost $33.37 Unrealized +6.1%
DFIN DONNELLEY FINL SOLUTIONS INC 0.0%
Value ($000) $2,462 (-28.0%) Shares 52,729 (-20.7%) Est. Cost $39.27 Unrealized +23.1%
BNDX VANGUARD CHARLOTTE FDS TOTAL I 0.0%
Value ($000) $885 (-51.6%) Shares 18,323 (-50.4%) Est. Cost $49.27 Unrealized
ANAB ANAPTYSBIO INC 0.0%
Value ($000) $2,742 (+52.1%) Shares 56,564 (-3.9%) Est. Cost $26.61 Unrealized +46.5%
NUVL NUVALENT INC CLASS A 0.0%
Value ($000) $10,130 (+10.1%) Shares 100,706 (-5.4%) Est. Cost $78.19 Unrealized +26.1%
ACA ARCOSA INC COM 0.0%
Value ($000) $11,424 (+8.7%) Shares 107,453 (-4.2%) Est. Cost $85.29 Unrealized +18.3%
ATR APTARGROUP INC 0.0%
Value ($000) $2,814 (-24.5%) Shares 23,076 (-17.3%) Est. Cost $121.96 Unrealized +0.8%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $20,516 (+4.5%) Shares 72,969 (-5.6%) Est. Cost $227.25 Unrealized +15.8%
USHY ISHARES TR BROAD USD HIGH 0.0%
Value ($000) $6,412 (-12.2%) Shares 171,477 (-11.3%) Est. Cost $33.08 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $108,814 (-0.8%) Shares 319,805 (-1.7%) Est. Cost $124.39 Unrealized +158.0%
ESGU ISHARES ESG MSCI USA ETF 0.0%
Value ($000) $9,595 (-8.3%) Shares 64,403 (-10.4%) Est. Cost $88.26 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $5,312 (-13.6%) Shares 44,146 (-7.9%) Est. Cost $92.21 Unrealized +34.0%
VTEB VANGUARD MUN BD FDS TAX EXEMPT 0.0%
Value ($000) $2,783 (-23.0%) Shares 55,347 (-23.3%) Est. Cost $50.67 Unrealized
SPTS SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $3,076 (-21.2%) Shares 105,065 (-21.1%) Est. Cost $29.12 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $5,425 (-12.4%) Shares 75,561 (-1.7%) Est. Cost $82.57 Unrealized -11.6%
FFBC FIRST FINL BANCORP OH 0.0%
Value ($000) $17,490 (-4.1%) Shares 699,057 (-3.2%) Est. Cost $22.15 Unrealized +11.9%
EWU ISHARES MSCI UNITED KINGDOM 0.0%
Value ($000) $51,192 (+1.5%) Shares 1,163,974 (-3.2%) Est. Cost $37.47 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $19,247 (-3.7%) Shares 2,467,567 (-6.3%) Est. Cost $12.35 Unrealized -41.5%
VGT VANGUARD FDS INF TECH ETF 0.0%
Value ($000) $49,520 (-1.4%) Shares 65,695 (-2.4%) Est. Cost $73.09 Unrealized
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $3,191 (-17.9%) Shares 169,293 (-16.5%) Est. Cost $20.57 Unrealized -9.9%
AROC ARCHROCK INC COM 0.0%
Value ($000) $835 (-44.2%) Shares 32,099 (-43.5%) Est. Cost $19.66 Unrealized +25.3%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $5,111 (-11.2%) Shares 18,576 (-15.4%) Est. Cost $39.10 Unrealized +599.3%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $480 (-56.9%) Shares 1,720 (-50.0%) Est. Cost $235.36 Unrealized +19.6%
PSN PARSONS CORP DEL 0.0%
Value ($000) $278 (-69.2%) Shares 4,498 (-58.7%) Est. Cost $63.52 Unrealized +23.2%
VCTR VICTORY CAP HLDGS INC 0.0%
Value ($000) $2,591 (-19.4%) Shares 41,069 (-17.3%) Est. Cost $38.68 Unrealized +63.7%
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value ($000) $497 (-55.1%) Shares 18,474 (-56.1%) Est. Cost $23.68 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $5,834 (-9.2%) Shares 515,374 (-8.7%) Est. Cost $3.89 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $1,732 (-25.5%) Shares 47,454 (-29.2%) Est. Cost $41.46 Unrealized -18.1%
WTI W T OFFSHORE INC 0.0%
Value ($000) $1,006 (-36.5%) Shares 617,428 (-29.0%) Est. Cost $2.91 Unrealized -34.1%
ZYME ZYMEWORKS INC 0.0%
Value ($000) $1,796 (+46.1%) Shares 68,197 (-5.2%) Est. Cost $9.45 Unrealized +130.8%
VMBS VANGUARD SCOTTSDALE FDS MORTG 0.0%
Value ($000) $405 (-58.3%) Shares 8,605 (-58.4%) Est. Cost $45.47 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $2,655 (-17.6%) Shares 20,259 (-8.3%) Est. Cost $102.84 Unrealized +33.9%
MUR MURPHY OIL CORP 0.0%
Value ($000) $32,288 (+1.7%) Shares 1,033,207 (-7.5%) Est. Cost $39.00 Unrealized -24.1%
VNOM VIPER ENERGY INC 0.0%
Value ($000) $637 (-46.0%) Shares 16,499 (-46.6%) Est. Cost $38.10 Unrealized -0.6%
MTRN MATERION CORP 0.0%
Value ($000) $17,438 (-2.9%) Shares 140,265 (-5.7%) Est. Cost $75.42 Unrealized +63.5%
INN SUMMIT HOTEL PPTYS INC 0.0%
Value ($000) $2,633 (-16.7%) Shares 540,663 (-6.0%) Est. Cost $5.09 Unrealized
LASR NLIGHT INC 0.0%
Value ($000) $3,212 (+18.5%) Shares 85,627 (-6.4%) Est. Cost $11.31 Unrealized +195.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $2,046 (-19.5%) Shares 4,597 (-9.8%) Est. Cost $382.57 Unrealized +20.8%
QQQM INVESCO EXCH TRADED FD TR II N 0.0%
Value ($000) $1,351 (-26.2%) Shares 5,343 (-27.9%) Est. Cost $119.59 Unrealized
CURB CURBLINE PPTYS CORP COM 0.0%
Value ($000) $10,372 (-4.4%) Shares 446,894 (-8.2%) Est. Cost $23.22 Unrealized
XHR XENIA HOTELS RESORTS INC 0.0%
Value ($000) $6,151 (-7.2%) Shares 434,993 (-10.0%) Est. Cost $2.67 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $1,075 (-30.7%) Shares 13,890 (-25.6%) Est. Cost $136.01 Unrealized -41.0%
DHI D R HORTON INC 0.0%
Value ($000) $1,615 (-22.5%) Shares 11,212 (-8.8%) Est. Cost $59.78 Unrealized +154.3%
BAP CREDICORP LTD 0.0%
Value ($000) $14,670 (+3.2%) Shares 51,116 (-4.2%) Est. Cost $159.23 Unrealized +66.3%
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value ($000) $5,708 (-7.2%) Shares 12,059 (-8.2%) Est. Cost $388.63 Unrealized
CNS COHEN STEERS INC 0.0%
Value ($000) $6,865 (-6.0%) Shares 109,351 (-1.8%) Est. Cost $92.10 Unrealized -29.7%
NIC NICOLET BANKSHARES INC 0.0%
Value ($000) $705 (-35.6%) Shares 5,811 (-28.6%) Est. Cost $67.89 Unrealized +85.9%
OEF ISHARES TR SP 100 ETF 0.0%
Value ($000) $6,592 (-5.5%) Shares 19,220 (-8.3%) Est. Cost $162.38 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,710 (-18.2%) Shares 3,641 (-14.1%) Est. Cost $205.79 Unrealized +115.9%
MMSI MERIT MED SYS INC 0.0%
Value ($000) $18,069 (-2.0%) Shares 205,003 (-7.5%) Est. Cost $51.34 Unrealized +65.8%
JHG JANUS HENDERSON GROUP PLC ORD 0.0%
Value ($000) $80,808 (+0.5%) Shares 1,698,712 (-6.0%) Est. Cost $31.09 Unrealized +42.3%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,580 (-18.7%) Shares 6,141 (-7.2%) Est. Cost $271.70 Unrealized -2.5%
DXPE DXP ENTERPRISES INC 0.0%
Value ($000) $1,703 (-17.6%) Shares 15,511 (-10.6%) Est. Cost $27.16 Unrealized +301.1%
SPYG SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $367 (-49.5%) Shares 3,436 (-50.5%) Est. Cost $104.52 Unrealized
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value ($000) $1,299 (+38.2%) Shares 33,996 (-13.6%) Est. Cost $25.12 Unrealized +29.4%
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $5,637 (-5.9%) Shares 59,285 (-8.0%) Est. Cost $75.94 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $251 (-58.5%) Shares 1,102 (-60.5%) Est. Cost $217.63 Unrealized -2.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $870 (-28.9%) Shares 13,369 (-41.3%) Est. Cost $50.53 Unrealized +21.1%
FNDF SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value ($000) $248 (-58.7%) Shares 5,487 (-60.8%) Est. Cost $38.09 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $3,321 (+11.5%) Shares 18,434 (-5.7%) Est. Cost $70.93 Unrealized +134.9%
TIP ISHARES TR TIPS BD ETF 0.0%
Value ($000) $461 (-42.4%) Shares 4,193 (-41.7%) Est. Cost $112.93 Unrealized
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $4,754 (-6.6%) Shares 44,557 (-6.6%) Est. Cost $106.37 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS 0.0%
Value ($000) $364 (-47.7%) Shares 4,947 (-49.2%) Est. Cost $60.96 Unrealized
MOFG MIDWESTONE FINL GROUP INC NEW 0.0%
Value ($000) $1,515 (+27.8%) Shares 39,351 (-6.1%) Est. Cost $29.69 Unrealized +22.8%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $20,026 (+1.6%) Shares 1,145,635 (-4.7%) Est. Cost $0.73 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1,425 (-18.3%) Shares 47,690 (-14.1%) Est. Cost $25.20 Unrealized +13.2%
HY HYSTERYALE INC CL A 0.0%
Value ($000) $980 (-24.4%) Shares 32,981 (-6.2%) Est. Cost $36.22 Unrealized -9.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $6,272 (-4.8%) Shares 55,125 (-4.1%) Est. Cost $105.08 Unrealized +4.2%
SITC SITE CTRS CORP COM 0.0%
Value ($000) $682 (-31.4%) Shares 106,307 (-3.7%) Est. Cost $60.50 Unrealized
ATRO ASTRONICS CORP 0.0%
Value ($000) $3,289 (+10.5%) Shares 60,641 (-7.1%) Est. Cost $9.46 Unrealized +432.1%
KCE SPDR SERIES TRUST SP CAP MKT 0.0%
Value ($000) $7,614 (-3.9%) Shares 50,784 (-2.1%) Est. Cost $44.89 Unrealized
TCBI TEXAS CAP BANCSHARES INC 0.0%
Value ($000) $26,379 (-1.2%) Shares 291,356 (-7.7%) Est. Cost $57.96 Unrealized +51.5%
MSCI MSCI INC 0.0%
Value ($000) $1,572 (-15.9%) Shares 2,739 (-16.9%) Est. Cost $233.87 Unrealized +139.4%
IHI ISHARES TR US MED DVC ETF 0.0%
Value ($000) $5,626 (-4.9%) Shares 90,526 (-8.1%) Est. Cost $63.21 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1,044 (-21.4%) Shares 2,042 (-26.7%) Est. Cost $476.58 Unrealized +2.3%
XLG INVESCO SP 500 TOP 50 ETF 0.0%
Value ($000) $3,068 (-8.4%) Shares 51,760 (-11.1%) Est. Cost $54.90 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $40,024 (+0.7%) Shares 346,976 (-4.3%) Est. Cost $58.39 Unrealized +84.0%
DRH DIAMONDROCK HOSPITALITY CO 0.0%
Value ($000) $6,519 (+4.3%) Shares 727,615 (-7.3%) Est. Cost $1.39 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $5,768 (+4.9%) Shares 22,078 (-11.5%) Est. Cost $105.11 Unrealized +140.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $279 (-48.9%) Shares 11,771 (-46.5%) Est. Cost $28.93 Unrealized -20.5%
SGOV ISHARES TR 03 MNTH TREASRY 0.0%
Value ($000) $347 (-43.1%) Shares 3,453 (-42.9%) Est. Cost $100.69 Unrealized
EC ECOPETROL S A ADR 0.0%
Value ($000) $4,462 (+6.2%) Shares 445,260 (-2.4%) Est. Cost $17.99 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value ($000) $5,581 (-4.3%) Shares 75,526 (-18.8%) Est. Cost $61.48 Unrealized +15.0%
BJRI BJS RESTAURANTS INC 0.0%
Value ($000) $1,502 (+19.7%) Shares 38,118 (-7.3%) Est. Cost $29.69 Unrealized +19.7%
ITOT ISHARES TR CORE SP TTL STK 0.0%
Value ($000) $418 (-36.6%) Shares 2,813 (-37.9%) Est. Cost $139.31 Unrealized
BBW BUILDABEAR WORKSHOP INC 0.0%
Value ($000) $2,001 (-10.7%) Shares 32,664 (-5.0%) Est. Cost $24.19 Unrealized +124.4%
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $276 (-46.6%) Shares 2,011 (-44.5%) Est. Cost $142.43 Unrealized
STC STEWART INFORMATION SVCS CORP 0.0%
Value ($000) $2,184 (-9.9%) Shares 31,081 (-5.9%) Est. Cost $44.50 Unrealized +61.8%
DAWN DAY ONE BIOPHARMACEUTICALS INC 0.0%
Value ($000) $1,788 (+15.2%) Shares 191,823 (-12.9%) Est. Cost $12.56 Unrealized -33.5%
SUZ SUZANO S A ADR 0.0%
Value ($000) $1,230 (-15.4%) Shares 131,680 (-14.9%) Est. Cost $9.73 Unrealized
COGT COGENT BIOSCIENCES INC 0.0%
Value ($000) $1,702 (+14.5%) Shares 47,914 (-53.7%) Est. Cost $10.41 Unrealized +170.0%
VBR VANGUARD INDEX FDS SM CP VAL E 0.0%
Value ($000) $377 (-36.2%) Shares 1,778 (-37.2%) Est. Cost $194.53 Unrealized
HLN HALEON PLC ADR 0.0%
Value ($000) $3,185 (+7.1%) Shares 314,996 (-5.0%) Est. Cost $6.09 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $1,753 (+12.9%) Shares 146,187 (-5.7%) Est. Cost $15.85 Unrealized -28.2%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $267 (-42.8%) Shares 9,470 (-49.5%) Est. Cost $19.24 Unrealized +35.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $868 (-18.3%) Shares 50,199 (-8.5%) Est. Cost $31.05 Unrealized -44.1%
APEI AMERICAN PUB ED INC 0.0%
Value ($000) $1,852 (-9.3%) Shares 48,988 (-5.3%) Est. Cost $28.45 Unrealized +25.8%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $62,847 (+0.3%) Shares 3,251,270 (-3.3%) Est. Cost $15.85 Unrealized +15.0%
MCK MCKESSON CORP 0.0%
Value ($000) $1,167 (-13.3%) Shares 1,422 (-18.4%) Est. Cost $560.34 Unrealized +45.5%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $33,147 (+0.5%) Shares 165,686 (-6.1%) Est. Cost $173.99 Unrealized
SPYM SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $456 (-28.2%) Shares 5,678 (-29.8%) Est. Cost $67.21 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $568 (-23.9%) Shares 5,635 (-6.9%) Est. Cost $135.02 Unrealized -19.8%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $2,861 (-5.7%) Shares 17,662 (-12.2%) Est. Cost $97.15 Unrealized +78.7%
FDIS FIDELITY MSCI CONSUMER DISCRET 0.0%
Value ($000) $6,888 (-2.4%) Shares 67,420 (-1.7%) Est. Cost $64.72 Unrealized
INVX INNOVEX INTERNATIONAL INC 0.0%
Value ($000) $4,410 (+3.9%) Shares 201,668 (-11.9%) Est. Cost $16.19 Unrealized +28.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $745 (-18.2%) Shares 10,134 (-18.8%) Est. Cost $82.61 Unrealized -14.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,313 (-11.1%) Shares 7,127 (-1.8%) Est. Cost $171.38 Unrealized +17.7%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,126 (+16.2%) Shares 4,993 (-2.1%) Est. Cost $184.50 Unrealized +17.9%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $20,294 (+0.8%) Shares 315,179 (-2.8%) Est. Cost $31.12 Unrealized
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $1,664 (-8.4%) Shares 245,759 (-5.6%) Est. Cost $5.75 Unrealized +22.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1,551 (-8.8%) Shares 36,321 (-1.2%) Est. Cost $44.77 Unrealized -0.4%
SPDW SPDR INDEX SHS FDS PORTFOLIO D 0.0%
Value ($000) $384 (-27.3%) Shares 8,655 (-29.9%) Est. Cost $34.56 Unrealized
PPL PPL CORP 0.0%
Value ($000) $1,732 (-7.6%) Shares 49,458 (-2.0%) Est. Cost $35.43 Unrealized +1.1%
GRC GORMAN RUPP CO COM 0.0%
Value ($000) $1,858 (-7.1%) Shares 38,916 (-9.7%) Est. Cost $27.96 Unrealized +66.6%
OPY OPPENHEIMER HLDGS INC 0.0%
Value ($000) $1,828 (-7.2%) Shares 25,286 (-5.2%) Est. Cost $43.28 Unrealized +60.8%
KEY KEYCORP 0.0%
Value ($000) $1,903 (+7.8%) Shares 92,199 (-2.4%) Est. Cost $15.90 Unrealized +16.3%
WPC WP CAREY INC 0.0%
Value ($000) $339 (-28.9%) Shares 5,262 (-25.3%) Est. Cost $69.47 Unrealized
CPF CENTRAL PAC FINL CORP 0.0%
Value ($000) $2,259 (-5.7%) Shares 72,496 (-8.2%) Est. Cost $20.30 Unrealized +47.6%
MET METLIFE INC 0.0%
Value ($000) $432 (-24.0%) Shares 5,472 (-20.7%) Est. Cost $79.54 Unrealized -0.8%
BIV VANGUARD BD INDEX FDS INTERMED 0.0%
Value ($000) $361 (-27.3%) Shares 4,630 (-27.1%) Est. Cost $77.44 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $940 (-12.6%) Shares 5,417 (-7.4%) Est. Cost $126.64 Unrealized +34.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $896 (-12.9%) Shares 2,888 (-26.9%) Est. Cost $176.96 Unrealized +61.2%
ABEV AMBEV SA ADR 0.0%
Value ($000) $1,458 (-8.3%) Shares 590,438 (-17.2%) Est. Cost $2.56 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $519 (-20.2%) Shares 12,629 (-8.4%) Est. Cost $55.88 Unrealized -25.6%
FNDX SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value ($000) $221 (-37.2%) Shares 8,121 (-39.3%) Est. Cost $23.70 Unrealized
APD AIR PRODS CHEMS INC 0.0%
Value ($000) $313 (-29.2%) Shares 1,265 (-21.9%) Est. Cost $264.80 Unrealized -5.0%
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $1,897 (+7.1%) Shares 97,285 (-5.1%) Est. Cost $14.87 Unrealized +25.0%
RDVY FIRST TR EXCHANGE TRADED FD VI 0.0%
Value ($000) $314 (-28.3%) Shares 4,520 (-30.6%) Est. Cost $67.26 Unrealized
IUSB ISHARES TR CORE UNIVRSL USD 0.0%
Value ($000) $348 (-26.1%) Shares 7,471 (-25.9%) Est. Cost $45.95 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $265 (-31.2%) Shares 3,773 (-24.9%) Est. Cost $58.58 Unrealized +24.2%
IRM IRON MTN INC DEL 0.0%
Value ($000) $350 (-25.4%) Shares 4,216 (-8.3%) Est. Cost $110.97 Unrealized -16.4%
DEO DIAGEO PLC ADR 0.0%
Value ($000) $256 (-31.1%) Shares 2,968 (-23.8%) Est. Cost $136.85 Unrealized
RVTY REVVITY INC 0.0%
Value ($000) $1,252 (-8.2%) Shares 12,937 (-16.9%) Est. Cost $87.03 Unrealized +10.3%
POWR ISHARES INC US POWER INFRAST 0.0%
Value ($000) $1,190 (-8.5%) Shares 50,575 (-2.5%) Est. Cost $13.20 Unrealized
GABC GERMAN AMERN BANCORP INC 0.0%
Value ($000) $1,583 (-6.4%) Shares 40,413 (-6.2%) Est. Cost $30.76 Unrealized +26.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,999 (+3.7%) Shares 24,435 (-6.2%) Est. Cost $97.66 Unrealized +23.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $600 (-15.1%) Shares 10,285 (-2.5%) Est. Cost $113.69 Unrealized -43.0%
TNGX TANGO THERAPEUTICS INC 0.0%
Value ($000) $1,663 (-5.9%) Shares 187,693 (-10.8%) Est. Cost $6.53 Unrealized +32.0%
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value ($000) $1,993 (+5.4%) Shares 6,618 (-5.1%) Est. Cost $214.30 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $376 (-21.4%) Shares 1,160 (-15.9%) Est. Cost $280.71 Unrealized +19.0%
PPH VANECK ETF TRUST PHARMACEUTCL 0.0%
Value ($000) $1,596 (+6.8%) Shares 15,466 (-6.5%) Est. Cost $91.06 Unrealized
XOP SPDR SP OIL GAS EP ETF 0.0%
Value ($000) $1,413 (-6.5%) Shares 11,187 (-2.1%) Est. Cost $52.52 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $1,273 (-6.9%) Shares 20,036 (-6.8%) Est. Cost $43.34 Unrealized
VSEC VSE CORP 0.0%
Value ($000) $1,368 (-6.4%) Shares 7,919 (-10.0%) Est. Cost $45.06 Unrealized +279.3%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $672 (-12.2%) Shares 6,485 (-14.2%) Est. Cost $136.09 Unrealized -31.1%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $289 (-24.4%) Shares 134 (-33.0%) Est. Cost $1881.59 Unrealized +7.7%
SPIB SPDR PORTFOLIO INTERMEDIATE TE 0.0%
Value ($000) $982 (-8.0%) Shares 29,058 (-7.7%) Est. Cost $33.35 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP 0.0%
Value ($000) $2,860 (-2.8%) Shares 53,079 (-2.4%) Est. Cost $52.14 Unrealized
SKYW SKYWEST INC 0.0%
Value ($000) $527 (-12.8%) Shares 5,245 (-12.6%) Est. Cost $44.95 Unrealized +122.8%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $305 (-20.0%) Shares 2,233 (-1.8%) Est. Cost $175.19 Unrealized -7.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $10,725 (+0.7%) Shares 379,513 (-12.3%) Est. Cost $28.79 Unrealized -8.7%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $3,391 (+2.1%) Shares 49,070 (-1.9%) Est. Cost $46.42 Unrealized +44.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $895 (-7.3%) Shares 18,741 (-16.7%) Est. Cost $49.08 Unrealized -6.7%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $248 (-21.7%) Shares 265 (-30.8%) Est. Cost $677.11 Unrealized +36.3%
KNSA KINIKSA PHARMACEUTICALS INTL P 0.0%
Value ($000) $11,025 (+0.6%) Shares 267,274 (-5.3%) Est. Cost $28.06 Unrealized +43.0%
OIS OIL STS INTL INC 0.0%
Value ($000) $1,429 (+4.5%) Shares 211,074 (-6.5%) Est. Cost $7.23 Unrealized -11.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $5,650 (+1.1%) Shares 56,962 (-14.9%) Est. Cost $121.12 Unrealized -23.4%
IEUR ISHARES TR CORE MSCI EURO 0.0%
Value ($000) $12,769 (+0.5%) Shares 179,893 (-3.6%) Est. Cost $40.93 Unrealized
NPKI NPK International Inc 0.0%
Value ($000) $2,765 (+2.2%) Shares 231,971 (-3.1%) Est. Cost $6.08 Unrealized +100.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $205 (-22.0%) Shares 3,501 (-18.6%) Est. Cost $58.31 Unrealized +2.5%
ROL ROLLINS INC 0.0%
Value ($000) $228 (-19.7%) Shares 3,792 (-21.4%) Est. Cost $55.70 Unrealized +5.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $401 (-11.7%) Shares 2,472 (-8.1%) Est. Cost $154.90 Unrealized +0.8%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $274 (-15.8%) Shares 4,540 (-11.4%) Est. Cost $57.42 Unrealized +2.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $537 (-8.3%) Shares 2,581 (-5.5%) Est. Cost $144.55 Unrealized +41.2%
LGLV SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $215 (-18.3%) Shares 1,227 (-17.0%) Est. Cost $174.77 Unrealized
CCNE CNB FINL CORP PA 0.0%
Value ($000) $1,867 (+2.6%) Shares 71,344 (-5.1%) Est. Cost $16.60 Unrealized +52.1%
THFF FIRST FINL CORP 0.0%
Value ($000) $2,303 (-2.0%) Shares 38,120 (-8.4%) Est. Cost $31.40 Unrealized +81.7%
FHLC FIDELITY MSCI HLTH CARE I 0.0%
Value ($000) $773 (+6.3%) Shares 10,402 (-4.3%) Est. Cost $55.76 Unrealized
ING ING GROEP NV ADR 0.5%
Value ($000) $1,490,191 (-0.0%) Shares 53,221,109 (-6.9%) Est. Cost $13.66 Unrealized
FELC FIDELITY COVINGTON TRUST ENHAN 0.0%
Value ($000) $248 (-15.0%) Shares 6,490 (-17.0%) Est. Cost $37.27 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $205 (-15.4%) Shares 328 (-14.4%) Est. Cost $594.66 Unrealized +4.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $341 (+11.7%) Shares 4,911 (-8.7%) Est. Cost $57.92 Unrealized +7.8%
PFBC PREFERRED BK LOS ANGELES CA 0.0%
Value ($000) $1,399 (-2.1%) Shares 14,817 (-6.3%) Est. Cost $87.48 Unrealized +6.6%
DFAT DIMENSIONAL ETF TRUST US TARGE 0.0%
Value ($000) $202 (-12.9%) Shares 3,397 (-14.9%) Est. Cost $58.22 Unrealized
SRE SEMPRA 0.0%
Value ($000) $264 (-8.7%) Shares 2,985 (-7.0%) Est. Cost $73.66 Unrealized +22.9%
CORP PIMCO ETF TR INV GRD CRP BD 0.0%
Value ($000) $211 (-9.7%) Shares 2,159 (-9.0%) Est. Cost $95.16 Unrealized
IEV ISHARES TR EUROPE ETF 0.0%
Value ($000) $697 (-3.1%) Shares 10,163 (-7.5%) Est. Cost $47.11 Unrealized
TK TEEKAY CORPORATION LTD 0.0%
Value ($000) $452 (+5.1%) Shares 50,000 (-4.8%) Est. Cost $7.76 Unrealized +18.6%
QCRH QCR HOLDINGS INC 0.0%
Value ($000) $1,979 (-0.8%) Shares 23,762 (-9.9%) Est. Cost $44.37 Unrealized +77.3%
IXG ISHARES TR GLOBAL FINLS ETF 0.0%
Value ($000) $807 (+2.0%) Shares 6,680 (-1.5%) Est. Cost $82.96 Unrealized
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value ($000) $532 (-2.8%) Shares 5,503 (-7.0%) Est. Cost $57.38 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,759 (-0.8%) Shares 48,015 (-5.1%) Est. Cost $25.47 Unrealized +36.3%
OBK ORIGIN BANCORP INC 0.0%
Value ($000) $1,297 (+1.1%) Shares 34,473 (-7.2%) Est. Cost $30.25 Unrealized +18.4%
CORNERSTONE TOTAL RETURN FD IN 0.0%
Value ($000) $100 (-12.1%) Shares 12,508 (-11.7%) Est. Cost $7.28 Unrealized
MOV MOVADO GROUP INC 0.0%
Value ($000) $1,107 (-1.1%) Shares 53,695 (-9.0%) Est. Cost $25.24 Unrealized -22.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $452 (+2.0%) Shares 1,290 (-6.0%) Est. Cost $308.14 Unrealized +9.3%
WDS WOODSIDE ENERGY GROUP LTD ADR 0.0%
Value ($000) $2,226 (-0.3%) Shares 142,771 (-3.8%) Est. Cost $20.02 Unrealized
VSS VANGUARD FTSE ALL WO XUS SC 0.0%
Value ($000) $328 (-2.1%) Shares 2,287 (-2.7%) Est. Cost $142.60 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQTY 0.0%
Value ($000) $213 (-3.2%) Shares 6,134 (-4.6%) Est. Cost $34.17 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $322 (+1.8%) Shares 2,855 (-6.4%) Est. Cost $100.11 Unrealized +6.4%
EWQ ISHARES INC MSCI FRANCE ETF 0.0%
Value ($000) $396 (+1.3%) Shares 8,807 (-1.1%) Est. Cost $28.17 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $246 (-1.3%) Shares 10,979 (-10.8%) Est. Cost $20.21 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $3,080 (-0.1%) Shares 85,025 (-2.3%) Est. Cost $12.53 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $230 (-0.6%) Shares 135 (-12.3%) Est. Cost $1354.65 Unrealized +27.1%

Unchanged Positions (123)

CAT CATERPILLAR INC 1.9%
Value ($000) $5,438,408 Shares 9,493,266 Est. Cost $166.15 Unrealized +234.3%
FCX FREEPORT MCMORAN INC 1.1%
Value ($000) $3,244,504 Shares 63,880,757 Est. Cost $21.29 Unrealized +103.5%
HD HOME DEPOT INC 1.2%
Value ($000) $3,494,153 Shares 10,154,469 Est. Cost $182.73 Unrealized +99.5%
WMT WALMART INC 1.5%
Value ($000) $4,526,238 Shares 40,626,852 Est. Cost $55.73 Unrealized +92.4%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,790,452 Shares 31,497,852 Est. Cost $99.12 Unrealized +16.5%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,739,039 Shares 3,176,286 Est. Cost $325.02 Unrealized +178.7%
BABA ALIBABA GROUP HLDG LTD ADR 0.3%
Value ($000) $782,135 Shares 5,335,894 Est. Cost $115.20 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,563,278 Shares 10,908,367 Est. Cost $145.33 Unrealized +1.3%
GOOG ALPHABET INC CLASS C 0.2%
Value ($000) $539,737 Shares 1,720,004 Est. Cost $107.02 Unrealized +167.6%
LYG LLOYDS BANKING GROUP PLC ADR 0.3%
Value ($000) $801,673 Shares 151,258,982 Est. Cost $3.87 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.7%
Value ($000) $2,179,888 Shares 21,818,514 Est. Cost $66.25 Unrealized +43.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,747,478 Shares 5,293,622 Est. Cost $484.71 Unrealized -30.4%
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $363,873 Shares 2,536,228 Est. Cost $38.14 Unrealized +248.1%
PCAR PACCAR INC 0.2%
Value ($000) $555,562 Shares 5,073,161 Est. Cost $66.27 Unrealized +52.7%
VALE VALE S A ADR 0.1%
Value ($000) $281,414 Shares 21,597,376 Est. Cost $11.83 Unrealized
CCI CROWN CASTLE INC COM 0.2%
Value ($000) $489,370 Shares 5,506,580 Est. Cost $116.39 Unrealized -21.7%
UNP UNION PAC CORP 0.5%
Value ($000) $1,487,575 Shares 6,430,808 Est. Cost $166.64 Unrealized +36.4%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $59,687 Shares 576,852 Est. Cost $122.29 Unrealized -6.4%
VOO VANGUARD SP 500 ETF 0.3%
Value ($000) $972,832 Shares 1,551,244 Est. Cost $321.06 Unrealized
VEA VANGUARD FTSE DEVELOPED MKT 0.2%
Value ($000) $591,467 Shares 9,468,021 Est. Cost $46.86 Unrealized
IR INGERSOLL RAND INC 0.2%
Value ($000) $548,778 Shares 6,927,262 Est. Cost $53.16 Unrealized +48.5%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $89,889 Shares 285,507 Est. Cost $48.25 Unrealized +523.0%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $87,088 Shares 586,924 Est. Cost $132.36 Unrealized +2.7%
ADSK AUTODESK INC 0.1%
Value ($000) $225,266 Shares 761,009 Est. Cost $253.81 Unrealized +19.2%
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $25,715 Shares 2,546,083 Est. Cost $15.06 Unrealized -16.5%
HMC HONDA MOTOR LTD ADR 0.1%
Value ($000) $310,491 Shares 10,532,249 Est. Cost $27.39 Unrealized
PDD PDD HOLDINGS INC ADR 0.0%
Value ($000) $64,993 Shares 573,184 Est. Cost $49.77 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $329,427 Shares 1,140,990 Est. Cost $199.82 Unrealized +44.4%
EOG EOG RES INC COM 0.0%
Value ($000) $141,671 Shares 1,349,116 Est. Cost $119.10 Unrealized -10.0%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $131,086 Shares 2,115,316 Est. Cost $51.60 Unrealized +9.9%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $77,957 Shares 138,799 Est. Cost $198.99 Unrealized +185.3%
ZTO ZTO EXPRESS CAYMAN INC SPO ADR 0.0%
Value ($000) $74,226 Shares 3,553,206 Est. Cost $20.91 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $54,791 Shares 402,339 Est. Cost $100.15 Unrealized +43.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,012,946 Shares 12,028,803 Est. Cost $81.00 Unrealized +3.8%
CRNX CRINETICS PHARMACEUTICALS INC 0.0%
Value ($000) $35,316 Shares 758,659 Est. Cost $35.36 Unrealized +25.9%
SRRK SCHOLAR ROCK HOLDING CORP 0.0%
Value ($000) $23,410 Shares 531,439 Est. Cost $14.58 Unrealized +157.3%
TEX TEREX CORP NEW 0.0%
Value ($000) $105,104 Shares 1,968,982 Est. Cost $34.32 Unrealized +47.2%
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $59,309 Shares 2,231,329 Est. Cost $29.25 Unrealized -11.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $105,963 Shares 442,174 Est. Cost $67.84 Unrealized +249.1%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $13,575 Shares 326,014 Est. Cost $32.41 Unrealized +18.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $28,588 Shares 146,538 Est. Cost $133.51 Unrealized +46.1%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $72,178 Shares 514,379 Est. Cost $93.76 Unrealized +51.8%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $87,367 Shares 3,916,066 Est. Cost $17.74 Unrealized +21.5%
CUZ COUSINS PROPERTIES 0.0%
Value ($000) $12,550 Shares 486,830 Est. Cost $29.50 Unrealized
AIR AAR CORP 0.0%
Value ($000) $17,138 Shares 207,003 Est. Cost $35.30 Unrealized +134.3%
MAC MACERICH CO 0.0%
Value ($000) $53,416 Shares 2,893,633 Est. Cost $2.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $10,389 Shares 119,135 Est. Cost $60.85 Unrealized +49.4%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $9,200 Shares 265,894 Est. Cost $25.57 Unrealized +25.6%
PK PARK HOTELS RESORTS INC COM 0.0%
Value ($000) $10,753 Shares 1,028,023 Est. Cost $3.04 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $6,231 Shares 108,796 Est. Cost $0.05 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $7,720 Shares 83,282 Est. Cost $161.29 Unrealized -43.0%
ITT ITT INC 0.0%
Value ($000) $17,429 Shares 100,449 Est. Cost $94.37 Unrealized +89.9%
INTC INTEL CORP 0.0%
Value ($000) $5,557 Shares 150,605 Est. Cost $28.38 Unrealized +33.0%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $5,092 Shares 39,101 Est. Cost $124.77 Unrealized +8.2%
E ENI S P A SPONSORED ADR ADR 0.0%
Value ($000) $5,790 Shares 152,608 Est. Cost $31.29 Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $4,026 Shares 84,205 Est. Cost $32.50 Unrealized +49.3%
KWEB KRANESHARES CHINA INTERNET ETF 0.0%
Value ($000) $1,575 Shares 46,268 Est. Cost $37.34 Unrealized
WSFS WSFS FINL CORP 0.0%
Value ($000) $12,592 Shares 227,946 Est. Cost $44.77 Unrealized +22.2%
GRMN GARMIN LTD 0.0%
Value ($000) $1,415 Shares 6,977 Est. Cost $198.26 Unrealized +9.3%
STAG STAG INDL INC 0.0%
Value ($000) $6,736 Shares 183,240 Est. Cost $3.54 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $1,933 Shares 82,832 Est. Cost $6.11 Unrealized +264.7%
NNN NNN REIT INC 0.0%
Value ($000) $3,932 Shares 99,217 Est. Cost $2.24 Unrealized
XME SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $2,803 Shares 27,055 Est. Cost $49.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $3,260 Shares 80,043 Est. Cost $39.80 Unrealized +1.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $83,481 Shares 273,143 Est. Cost $258.45 Unrealized +18.0%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $2,562 Shares 6,463 Est. Cost $271.71 Unrealized
GGB GERDAU SA ADR 0.0%
Value ($000) $1,499 Shares 406,181 Est. Cost $3.98 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $4,174 Shares 9,756 Est. Cost $247.31 Unrealized +75.9%
WT WISDOMTREE INC 0.0%
Value ($000) $1,361 Shares 111,666 Est. Cost $8.26 Unrealized +46.3%
ABCB AMERIS BANCORP 0.0%
Value ($000) $14,194 Shares 191,110 Est. Cost $43.92 Unrealized +69.0%
BSRR SIERRA BANCORP 0.0%
Value ($000) $1,585 Shares 48,502 Est. Cost $28.27 Unrealized +6.0%
MFG MIZUHO FINANCIAL GROUP INC ADR 0.0%
Value ($000) $2,040 Shares 278,709 Est. Cost $4.43 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $2,587 Shares 66,823 Est. Cost $46.91 Unrealized
AKR ACADIA RLTY TR 0.0%
Value ($000) $7,456 Shares 363,019 Est. Cost $9.84 Unrealized
PDM PIEDMONT REALTY TRUST INC 0.0%
Value ($000) $1,642 Shares 196,868 Est. Cost $7.37 Unrealized
SHBI SHORE BANCSHARES INC 0.0%
Value ($000) $1,727 Shares 97,659 Est. Cost $12.31 Unrealized +36.3%
QRVO QORVO INC 0.0%
Value ($000) $1,556 Shares 18,417 Est. Cost $74.29 Unrealized +18.8%
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value ($000) $1,630 Shares 53,630 Est. Cost $36.91 Unrealized -20.6%
GLOB GLOBANT S A COM 0.0%
Value ($000) $926 Shares 14,166 Est. Cost $121.61 Unrealized -48.3%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $2,711 Shares 27,677 Est. Cost $92.54 Unrealized +0.3%
XLF SPDR FINANCIALS SELECT SECTOR 0.0%
Value ($000) $6,064 Shares 110,724 Est. Cost $42.48 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHY 0.0%
Value ($000) $992 Shares 30,054 Est. Cost $29.62 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $373 Shares 110 Est. Cost $3536.01 Unrealized +6.8%
BMRC BANK MARIN BANCORP 0.0%
Value ($000) $1,364 Shares 52,427 Est. Cost $22.11 Unrealized +14.9%
G GENPACT LIMITED 0.0%
Value ($000) $824 Shares 17,604 Est. Cost $20.86 Unrealized +107.3%
EWP ISHARES INC MSCI SPAIN ETF 0.0%
Value ($000) $832 Shares 15,442 Est. Cost $25.66 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $3,464 Shares 48,090 Est. Cost $68.85 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $203 Shares 9,094 Est. Cost $26.14 Unrealized -3.4%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $9,225 Shares 358,120 Est. Cost $14.75 Unrealized +73.3%
NX QUANEX BLDG PRODS CORP 0.0%
Value ($000) $614 Shares 39,946 Est. Cost $20.31 Unrealized -30.7%
FMBH FIRST MID BANCSHARES INC 0.0%
Value ($000) $1,328 Shares 34,062 Est. Cost $36.92 Unrealized +2.1%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $330 Shares 23,489 Est. Cost $13.69 Unrealized -1.9%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $214 Shares 683 Est. Cost $344.03 Unrealized -5.1%
OIH VANECK ETF TR 0.0%
Value ($000) $285 Shares 1,000 Est. Cost $230.29 Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $0.78 Unrealized +230.9%
VRA VERA BRADLEY INC 0.0%
Value ($000) $119 Shares 49,378 Est. Cost $2.06 Unrealized +12.6%
BKLC BNY MELLON ETF TRUST US LRG CP 0.0%
Value ($000) $678 Shares 5,179 Est. Cost $128.38 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $5,615 Shares 55,707 Est. Cost $87.98 Unrealized +10.7%
NSA NATIONAL STORAGE AFFILIATES TR 0.0%
Value ($000) $252 Shares 8,916 Est. Cost $25.58 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $354 Shares 5,185 Est. Cost $64.65 Unrealized +1.3%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $5,193 Shares 175,080 Est. Cost $25.13 Unrealized
SCL STEPAN CO 0.0%
Value ($000) $1,817 Shares 38,365 Est. Cost $104.83 Unrealized -56.3%
IYW ISHARES TR US TECH ETF 0.0%
Value ($000) $510 Shares 2,555 Est. Cost $159.37 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $203 Shares 7,682 Est. Cost $27.35 Unrealized -1.9%
CBON VANECK ETF TRUST CHINA BOND ET 0.0%
Value ($000) $593 Shares 25,951 Est. Cost $22.10 Unrealized
CLDT CHATHAM LODGING TR 0.0%
Value ($000) $1,216 Shares 178,505 Est. Cost $10.25 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $247 Shares 611 Est. Cost $401.91 Unrealized -4.6%
XRT SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $1,097 Shares 12,857 Est. Cost $77.06 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $38 Shares 30,000 Est. Cost $1.37 Unrealized +1.8%
FSTA FIDELITY MSCI CONS STAPLES ETF 0.0%
Value ($000) $410 Shares 8,333 Est. Cost $45.85 Unrealized
KOPN KOPIN CORP 0.0%
Value ($000) $154 Shares 65,875 Est. Cost $1.03 Unrealized +181.4%
IGC IGC PHARMA INC COM 0.0%
Value ($000) $12 Shares 43,400 Est. Cost $0.38 Unrealized -6.1%
PWZ INVESCO EXCH TRADED FD TR II C 0.0%
Value ($000) $532 Shares 22,000 Est. Cost $0.39 Unrealized
AUB ATLANTIC UNION BANKSHARES CO 0.0%
Value ($000) $12,718 Shares 360,291 Est. Cost $25.86 Unrealized +30.9%
CWB SPDR SERIES TRUST STATE STREET 0.0%
Value ($000) $261 Shares 2,922 Est. Cost $82.68 Unrealized
MINN TRUST FOR PROFESSIONAL MANAGER 0.0%
Value ($000) $234 Shares 10,385 Est. Cost $22.26 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.09 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value ($000) $308 Shares 8,935 Est. Cost $34.56 Unrealized
IMAX CORP 0.0%
Value ($000) $23 Shares 18,000 Est. Cost $1.12 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value ($000) $1,584 Shares 52,743 Est. Cost $28.54 Unrealized +4.1%
FBND FIDELITY MERRIMACK STR TR TOTA 0.0%
Value ($000) $429 Shares 9,318 Est. Cost $46.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $1,510 Shares 2 Est. Cost $710928.90 Unrealized +5.0%
CGBD CARLYLE SECURED LENDING INC 0.0%
Value ($000) $281 Shares 22,461 Est. Cost $14.55 Unrealized -17.1%