Moran Wealth Management, LLC Diversified Active

CIK: 0001965334 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 26, 2026

Total Value ($000): $3,261,944 (100.0% shares, 0.0% debt)

Holdings (485)

New Positions (55)

GIS GENERAL MLS INC 0.3%
Value ($000) $11,034 Shares 237,286 Est. Cost $47.46 Unrealized 0.0%
EWZ ISHARES INC 0.3%
Value ($000) $10,092 Shares 317,665 Est. Cost $31.77 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $8,929 Shares 112,439 Est. Cost $82.94 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.2%
Value ($000) $7,755 Shares 72,115 Est. Cost $107.35 Unrealized 0.0%
EWP ISHARES INC 0.2%
Value ($000) $7,525 Shares 139,580 Est. Cost $53.91 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $7,454 Shares 93,521 Est. Cost $83.36 Unrealized 0.0%
IWV ISHARES TR 0.2%
Value ($000) $7,219 Shares 18,660 Est. Cost $386.85 Unrealized
HLNE HAMILTON LANE INC 0.2%
Value ($000) $6,288 Shares 46,818 Est. Cost $125.75 Unrealized 0.0%
UL UNILEVER PLC 0.2%
Value ($000) $6,198 Shares 94,776 Est. Cost $65.40 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $5,640 Shares 148,567 Est. Cost $44.33 Unrealized 0.0%
PODD INSULET CORP 0.2%
Value ($000) $5,188 Shares 18,252 Est. Cost $312.66 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $4,458 Shares 15,363 Est. Cost $280.03 Unrealized 0.0%
ACM AECOM 0.1%
Value ($000) $3,630 Shares 38,076 Est. Cost $117.24 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $3,516 Shares 13,938 Est. Cost $240.69 Unrealized 0.0%
BROS DUTCH BROS INC 0.1%
Value ($000) $3,332 Shares 54,429 Est. Cost $56.81 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC 0.1%
Value ($000) $2,824 Shares 38,142 Est. Cost $65.65 Unrealized 0.0%
AA ALCOA CORP 0.1%
Value ($000) $2,631 Shares 49,516 Est. Cost $40.88 Unrealized 0.0%
PLMR PALOMAR HLDGS INC 0.1%
Value ($000) $2,473 Shares 18,353 Est. Cost $122.07 Unrealized 0.0%
DUOL DUOLINGO INC 0.0%
Value ($000) $1,410 Shares 8,035 Est. Cost $235.64 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $1,377 Shares 25,044 Est. Cost $52.67 Unrealized 0.0%
NLR VANECK ETF TRUST 0.0%
Value ($000) $1,002 Shares 8,064 Est. Cost $124.20 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $908 Shares 3,925 Est. Cost $227.32 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $840 Shares 3,414 Est. Cost $246.16 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $818 Shares 8,683 Est. Cost $94.16 Unrealized
IMAX IMAX CORP 0.0%
Value ($000) $698 Shares 18,877 Est. Cost $34.87 Unrealized 0.0%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $691 Shares 11,542 Est. Cost $53.49 Unrealized 0.0%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $685 Shares 13,049 Est. Cost $52.53 Unrealized
QQQH NEOS ETF TRUST 0.0%
Value ($000) $685 Shares 12,608 Est. Cost $54.30 Unrealized
HWKN HAWKINS INC 0.0%
Value ($000) $661 Shares 4,652 Est. Cost $147.23 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $656 Shares 9,771 Est. Cost $83.87 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $621 Shares 1,312 Est. Cost $473.30 Unrealized
KN KNOWLES CORP 0.0%
Value ($000) $584 Shares 27,244 Est. Cost $22.79 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $580 Shares 43,938 Est. Cost $15.35 Unrealized 0.0%
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value ($000) $537 Shares 11,671 Est. Cost $48.29 Unrealized 0.0%
PSIX POWER SOLUTIONS INTL INC 0.0%
Value ($000) $510 Shares 8,925 Est. Cost $71.37 Unrealized 0.0%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $470 Shares 62,502 Est. Cost $9.41 Unrealized 0.0%
IYRI NEOS ETF TRUST 0.0%
Value ($000) $457 Shares 9,406 Est. Cost $48.60 Unrealized
IWMI NEOS ETF TRUST 0.0%
Value ($000) $408 Shares 8,371 Est. Cost $48.68 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $364 Shares 1,102 Est. Cost $337.21 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $360 Shares 4,952 Est. Cost $72.68 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value ($000) $327 Shares 20,668 Est. Cost $15.68 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $263 Shares 402 Est. Cost $609.04 Unrealized 0.0%
RVLV REVOLVE GROUP INC 0.0%
Value ($000) $229 Shares 7,597 Est. Cost $24.16 Unrealized 0.0%
RIGL RIGEL PHARMACEUTICALS INC 0.0%
Value ($000) $218 Shares 5,093 Est. Cost $37.70 Unrealized 0.0%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $216 Shares 2,874 Est. Cost $70.74 Unrealized 0.0%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $213 Shares 2,659 Est. Cost $80.22 Unrealized
PGNY PROGYNY INC 0.0%
Value ($000) $210 Shares 8,162 Est. Cost $23.00 Unrealized 0.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $209 Shares 2,030 Est. Cost $97.34 Unrealized 0.0%
CSTM CONSTELLIUM SE 0.0%
Value ($000) $195 Shares 10,333 Est. Cost $16.60 Unrealized 0.0%
CMDB COSTAMARE BULKERS HLDGS LTD 0.0%
Value ($000) $180 Shares 11,711 Est. Cost $14.49 Unrealized 0.0%
COMP COMPASS INC 0.0%
Value ($000) $178 Shares 16,804 Est. Cost $9.12 Unrealized 0.0%
ANGI ANGI INC 0.0%
Value ($000) $174 Shares 13,486 Est. Cost $12.88 Unrealized 0.0%
CWK CUSHMAN AND WAKEFIELD LTD 0.0%
Value ($000) $168 Shares 10,382 Est. Cost $15.85 Unrealized 0.0%
MAX MEDIAALPHA INC 0.0%
Value ($000) $165 Shares 12,716 Est. Cost $12.21 Unrealized 0.0%
NRDS NERDWALLET INC 0.0%
Value ($000) $148 Shares 10,916 Est. Cost $13.08 Unrealized 0.0%

Increased Positions (181)

ZTS ZOETIS INC 0.8%
Value ($000) $25,509 (+162.9%) Shares 202,741 (+205.7%) Est. Cost $135.23 Unrealized -3.7%
SBAC SBA COMMUNICATIONS CORP NEW 0.5%
Value ($000) $14,756 (+157.8%) Shares 76,286 (+157.6%) Est. Cost $203.06 Unrealized -5.1%
FIX COMFORT SYS USA INC 0.8%
Value ($000) $26,465 (+51.5%) Shares 28,357 (+34.0%) Est. Cost $320.30 Unrealized +188.2%
ACWI ISHARES TR 0.3%
Value ($000) $9,841 (+576.7%) Shares 69,553 (+561.2%) Est. Cost $139.38 Unrealized
CCL CARNIVAL CORP 0.3%
Value ($000) $8,478 (+3112.4%) Shares 277,604 (+2940.9%) Est. Cost $27.96 Unrealized -0.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $8,018 (+2903.7%) Shares 96,602 (+2327.2%) Est. Cost $74.89 Unrealized -0.3%
CI THE CIGNA GROUP 0.4%
Value ($000) $11,991 (+174.5%) Shares 43,567 (+187.5%) Est. Cost $290.38 Unrealized -3.8%
ELV ELEVANCE HEALTH INC FORMERLY 0.3%
Value ($000) $11,323 (+176.4%) Shares 32,302 (+154.8%) Est. Cost $360.21 Unrealized -6.5%
MRK MERCK & CO INC 0.8%
Value ($000) $24,943 (+38.3%) Shares 236,969 (+10.3%) Est. Cost $82.16 Unrealized +13.5%
EWK ISHARES INC 0.2%
Value ($000) $7,036 (+410.7%) Shares 289,506 (+388.1%) Est. Cost $24.08 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.5%
Value ($000) $17,398 (+47.3%) Shares 470,214 (+56.0%) Est. Cost $46.19 Unrealized -21.7%
PGR PROGRESSIVE CORP 1.2%
Value ($000) $38,518 (+16.7%) Shares 169,145 (+26.5%) Est. Cost $215.64 Unrealized -1.5%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $6,493 (+179.9%) Shares 31,244 (+139.6%) Est. Cost $220.51 Unrealized -17.8%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $4,718 (+724.8%) Shares 25,857 (+573.2%) Est. Cost $165.28 Unrealized +0.6%
LRCX LAM RESEARCH CORP 0.5%
Value ($000) $15,598 (+36.0%) Shares 91,119 (+6.4%) Est. Cost $106.67 Unrealized +45.6%
UHS UNIVERSAL HLTH SVCS INC 0.3%
Value ($000) $10,663 (+54.9%) Shares 48,908 (+45.2%) Est. Cost $205.38 Unrealized +7.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $11,406 (+45.8%) Shares 10,613 (+3.5%) Est. Cost $460.17 Unrealized +107.7%
CPAY CORPAY INC 0.2%
Value ($000) $6,405 (+125.6%) Shares 21,283 (+116.0%) Est. Cost $290.01 Unrealized +0.1%
AMZN AMAZON COM INC 0.6%
Value ($000) $19,201 (+20.7%) Shares 83,184 (+14.8%) Est. Cost $202.81 Unrealized +12.8%
PRI PRIMERICA INC 0.2%
Value ($000) $5,302 (+150.0%) Shares 20,522 (+168.6%) Est. Cost $263.70 Unrealized -1.1%
LKQ LKQ CORP 0.2%
Value ($000) $5,155 (+153.7%) Shares 170,709 (+156.6%) Est. Cost $33.26 Unrealized -9.9%
NFLX NETFLIX INC 0.4%
Value ($000) $12,811 (-19.0%) Shares 136,640 (+935.2%) Est. Cost $107.69 Unrealized +0.1%
TM TOYOTA MOTOR CORP 0.2%
Value ($000) $6,553 (+79.5%) Shares 30,613 (+60.2%) Est. Cost $194.01 Unrealized
RSG REPUBLIC SVCS INC 0.7%
Value ($000) $22,103 (+14.9%) Shares 104,294 (+24.4%) Est. Cost $166.61 Unrealized +28.8%
PPC PILGRIMS PRIDE CORP 0.2%
Value ($000) $6,063 (+89.2%) Shares 155,492 (+97.5%) Est. Cost $43.86 Unrealized -12.3%
V VISA INC 0.7%
Value ($000) $22,064 (+14.2%) Shares 62,912 (+11.1%) Est. Cost $346.22 Unrealized -1.7%
SE SEA LTD 0.1%
Value ($000) $3,899 (+213.0%) Shares 30,564 (+338.5%) Est. Cost $136.31 Unrealized
DUSB DIMENSIONAL ETF TRUST 0.3%
Value ($000) $8,911 (+41.1%) Shares 175,926 (+41.5%) Est. Cost $50.72 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $12,618 (+25.8%) Shares 36,670 (+48.2%) Est. Cost $359.31 Unrealized +1.5%
DXCM DEXCOM INC 0.4%
Value ($000) $12,876 (+24.8%) Shares 194,005 (+26.5%) Est. Cost $75.99 Unrealized -14.9%
AAPL APPLE INC 0.4%
Value ($000) $12,980 (+24.5%) Shares 47,746 (+16.6%) Est. Cost $178.38 Unrealized +50.4%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $7,155 (+54.0%) Shares 47,596 (+46.6%) Est. Cost $144.18 Unrealized +2.0%
EQIX EQUINIX INC 0.1%
Value ($000) $2,586 (+1022.9%) Shares 3,375 (+1048.0%) Est. Cost $779.77 Unrealized +0.2%
FMS FRESENIUS MEDICAL CARE AG 0.2%
Value ($000) $6,299 (+51.4%) Shares 264,462 (+67.4%) Est. Cost $22.41 Unrealized
ASTS AST SPACEMOBILE INC 0.2%
Value ($000) $5,450 (+61.9%) Shares 75,039 (+9.4%) Est. Cost $33.34 Unrealized +114.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.2%
Value ($000) $7,715 (+36.9%) Shares 486,468 (+37.6%) Est. Cost $10.81 Unrealized
SF STIFEL FINL CORP 0.5%
Value ($000) $17,142 (+13.2%) Shares 136,894 (+2.6%) Est. Cost $105.70 Unrealized +13.1%
RIO RIO TINTO PLC 0.3%
Value ($000) $8,715 (+29.5%) Shares 108,891 (+6.8%) Est. Cost $71.51 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.2%
Value ($000) $7,337 (+36.9%) Shares 379,568 (+18.5%) Est. Cost $11.77 Unrealized
GFF GRIFFON CORP 0.1%
Value ($000) $3,849 (+91.0%) Shares 52,258 (+97.4%) Est. Cost $71.66 Unrealized +3.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $5,506 (+47.9%) Shares 35,113 (+32.8%) Est. Cost $153.71 Unrealized -6.8%
SLB SLB LIMITED 0.2%
Value ($000) $5,281 (+50.2%) Shares 137,592 (+34.5%) Est. Cost $40.96 Unrealized -12.0%
WRB BERKLEY W R CORP 0.4%
Value ($000) $12,108 (+16.6%) Shares 172,670 (+27.4%) Est. Cost $70.59 Unrealized +3.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $5,096 (+49.3%) Shares 23,793 (+12.8%) Est. Cost $134.64 Unrealized +66.8%
CELH CELSIUS HLDGS INC 0.3%
Value ($000) $10,739 (-13.5%) Shares 234,782 (+8.7%) Est. Cost $39.75 Unrealized +26.7%
WMT WALMART INC 0.6%
Value ($000) $18,195 (+9.9%) Shares 163,320 (+1.7%) Est. Cost $54.21 Unrealized +97.7%
B BARRICK MNG CORP 0.2%
Value ($000) $6,085 (+34.7%) Shares 139,721 (+1.4%) Est. Cost $19.53 Unrealized +91.6%
PRG PROG HOLDINGS INC 0.1%
Value ($000) $3,666 (+74.2%) Shares 124,321 (+91.2%) Est. Cost $35.32 Unrealized -15.8%
MCK MCKESSON CORP 0.6%
Value ($000) $19,351 (+8.7%) Shares 23,590 (+2.4%) Est. Cost $503.81 Unrealized +61.9%
VEEV VEEVA SYS INC 0.2%
Value ($000) $5,107 (-21.9%) Shares 22,877 (+4.3%) Est. Cost $178.92 Unrealized +48.3%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $8,373 (+20.5%) Shares 93,029 (+13.4%) Est. Cost $71.18 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $5,424 (+33.6%) Shares 81,609 (+32.5%) Est. Cost $74.98 Unrealized -12.5%
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $5,301 (+32.1%) Shares 137,193 (+20.6%) Est. Cost $33.76 Unrealized +13.0%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value ($000) $5,581 (+29.9%) Shares 54,243 (+53.1%) Est. Cost $133.88 Unrealized -16.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $2,834 (+77.4%) Shares 5,004 (+40.1%) Est. Cost $463.18 Unrealized +14.9%
ABEV AMBEV SA 0.2%
Value ($000) $5,580 (+27.4%) Shares 2,258,941 (+15.0%) Est. Cost $2.68 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $1,530 (+356.3%) Shares 44,391 (+344.4%) Est. Cost $33.75 Unrealized +0.4%
BHP BHP GROUP LTD 0.3%
Value ($000) $8,359 (+16.5%) Shares 138,457 (+7.6%) Est. Cost $61.91 Unrealized
HCC WARRIOR MET COAL INC 0.1%
Value ($000) $2,745 (+74.3%) Shares 31,132 (+25.8%) Est. Cost $46.75 Unrealized +60.8%
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $2,321 (+96.7%) Shares 21,032 (+89.4%) Est. Cost $101.60 Unrealized +8.9%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $12,169 (-8.4%) Shares 66,062 (+1.2%) Est. Cost $186.01 Unrealized +8.5%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $8,159 (+15.2%) Shares 13,485 (+4.1%) Est. Cost $430.18 Unrealized +27.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $3,551 (+40.3%) Shares 4,600 (+2.2%) Est. Cost $774.85 Unrealized -12.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2,540 (+66.9%) Shares 35,553 (+77.5%) Est. Cost $71.75 Unrealized
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $4,598 (+28.4%) Shares 176,436 (+33.4%) Est. Cost $30.51 Unrealized -8.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $2,367 (+74.1%) Shares 46,594 (+34.5%) Est. Cost $40.74 Unrealized +6.3%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $5,811 (+19.6%) Shares 211,835 (+19.0%) Est. Cost $34.78 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.2%
Value ($000) $6,228 (+18.0%) Shares 792,367 (+13.8%) Est. Cost $7.19 Unrealized
IDXX IDEXX LABS INC 0.3%
Value ($000) $8,486 (+12.5%) Shares 12,543 (+6.2%) Est. Cost $611.32 Unrealized +11.4%
OC OWENS CORNING NEW 0.2%
Value ($000) $6,707 (+14.4%) Shares 59,928 (+44.6%) Est. Cost $138.82 Unrealized -15.5%
CBOE CBOE GLOBAL MKTS INC 0.2%
Value ($000) $7,299 (+11.0%) Shares 29,080 (+8.5%) Est. Cost $149.53 Unrealized +66.4%
XYZ BLOCK INC 0.1%
Value ($000) $3,753 (+23.7%) Shares 57,651 (+37.3%) Est. Cost $73.10 Unrealized -5.6%
RRC RANGE RES CORP 0.1%
Value ($000) $1,886 (+57.3%) Shares 53,476 (+68.0%) Est. Cost $36.41 Unrealized +2.3%
SBSW SIBANYE STILLWATER LTD 0.1%
Value ($000) $2,309 (+39.9%) Shares 162,020 (+10.3%) Est. Cost $7.88 Unrealized
BTU PEABODY ENERGY CORP 0.1%
Value ($000) $2,186 (+42.6%) Shares 73,614 (+27.3%) Est. Cost $22.98 Unrealized +27.7%
LIT GLOBAL X FDS 0.1%
Value ($000) $2,063 (+46.0%) Shares 31,812 (+28.0%) Est. Cost $50.53 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value ($000) $1,819 (+54.7%) Shares 24,437 (+58.3%) Est. Cost $71.38 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $3,521 (+21.7%) Shares 29,959 (+15.8%) Est. Cost $57.27 Unrealized +87.0%
CNR CORE NATURAL RESOURCES INC 0.1%
Value ($000) $2,161 (+39.8%) Shares 24,411 (+31.8%) Est. Cost $84.32 Unrealized +1.0%
MILN GLOBAL X FDS 0.1%
Value ($000) $1,718 (+54.9%) Shares 36,603 (+63.3%) Est. Cost $47.25 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $6,340 (+10.4%) Shares 535,044 (+18.0%) Est. Cost $13.18 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,552 (+61.9%) Shares 3,450 (+60.1%) Est. Cost $366.25 Unrealized +21.0%
LRN STRIDE INC 0.0%
Value ($000) $575 (-50.0%) Shares 8,860 (+14.7%) Est. Cost $57.09 Unrealized +59.0%
NU NU HLDGS LTD 0.2%
Value ($000) $5,029 (+12.9%) Shares 300,413 (+8.0%) Est. Cost $13.42 Unrealized +19.8%
TMUS T-MOBILE US INC 0.1%
Value ($000) $3,915 (-12.8%) Shares 19,283 (+2.9%) Est. Cost $167.56 Unrealized +26.1%
SNSR GLOBAL X FDS 0.1%
Value ($000) $1,700 (+49.5%) Shares 46,000 (+57.8%) Est. Cost $36.95 Unrealized
ARTY ISHARES TR 0.1%
Value ($000) $1,798 (+45.2%) Shares 37,326 (+38.0%) Est. Cost $42.37 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1,527 (+55.7%) Shares 6,288 (+90.6%) Est. Cost $290.98 Unrealized -8.1%
ADSK AUTODESK INC 0.3%
Value ($000) $11,390 (-4.6%) Shares 38,480 (+2.4%) Est. Cost $281.05 Unrealized +7.7%
META META PLATFORMS INC 0.7%
Value ($000) $22,501 (-2.3%) Shares 34,088 (+8.7%) Est. Cost $347.58 Unrealized +92.0%
TOL TOLL BROTHERS INC 0.3%
Value ($000) $10,749 (+5.0%) Shares 79,496 (+7.3%) Est. Cost $117.95 Unrealized +15.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $4,313 (+13.2%) Shares 33,787 (+1.6%) Est. Cost $104.22 Unrealized +18.8%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $2,435 (+25.7%) Shares 10,953 (+13.4%) Est. Cost $131.33 Unrealized +51.1%
DIVO AMPLIFY ETF TR 0.1%
Value ($000) $4,010 (+13.5%) Shares 90,123 (+13.7%) Est. Cost $37.78 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $1,602 (+40.2%) Shares 25,921 (+33.2%) Est. Cost $54.49 Unrealized +8.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,558 (+40.1%) Shares 42,521 (+34.1%) Est. Cost $33.91 Unrealized +2.4%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $1,616 (+37.5%) Shares 39,307 (+58.0%) Est. Cost $50.70 Unrealized -18.1%
FINX GLOBAL X FDS 0.0%
Value ($000) $1,543 (+39.1%) Shares 52,415 (+58.4%) Est. Cost $31.03 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $5,317 (+8.7%) Shares 51,291 (+6.3%) Est. Cost $134.49 Unrealized -30.3%
IBN ICICI BANK LIMITED 0.1%
Value ($000) $4,583 (+10.0%) Shares 153,800 (+11.6%) Est. Cost $24.13 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,958 (+26.8%) Shares 4,176 (+32.7%) Est. Cost $450.87 Unrealized +12.9%
SBIO ALPS ETF TR 0.0%
Value ($000) $1,080 (+61.7%) Shares 21,084 (+22.7%) Est. Cost $36.98 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1,156 (+53.5%) Shares 64,850 (+9.3%) Est. Cost $11.44 Unrealized +41.2%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,200 (+49.4%) Shares 7,845 (+47.5%) Est. Cost $147.09 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $1,260 (+44.0%) Shares 3,498 (+30.5%) Est. Cost $312.93 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,172 (+46.9%) Shares 9,012 (+51.8%) Est. Cost $128.31 Unrealized
VALE VALE S A 0.0%
Value ($000) $1,031 (+52.3%) Shares 79,095 (+26.9%) Est. Cost $12.26 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $1,148 (+44.0%) Shares 8,003 (+21.8%) Est. Cost $91.51 Unrealized +45.1%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $424 (-45.0%) Shares 29,945 (+39.7%) Est. Cost $29.75 Unrealized -3.9%
ITUB ITAU UNIBANCO HLDG S A 0.2%
Value ($000) $6,564 (+5.5%) Shares 916,740 (+8.2%) Est. Cost $6.79 Unrealized
FNV FRANCO NEV CORP 0.1%
Value ($000) $2,168 (+17.8%) Shares 10,457 (+26.7%) Est. Cost $151.28 Unrealized +34.0%
AMLP ALPS ETF TR 0.1%
Value ($000) $1,909 (+20.6%) Shares 40,590 (+20.4%) Est. Cost $41.72 Unrealized
COCO VITA COCO CO INC 0.0%
Value ($000) $1,199 (+37.3%) Shares 22,621 (+10.0%) Est. Cost $28.31 Unrealized +65.7%
DEO DIAGEO PLC 0.1%
Value ($000) $4,481 (+7.6%) Shares 51,945 (+19.1%) Est. Cost $130.09 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $1,929 (+19.4%) Shares 41,308 (+17.5%) Est. Cost $46.10 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $10,886 (-2.7%) Shares 12,624 (+4.4%) Est. Cost $572.66 Unrealized +58.2%
KO COCA COLA CO 0.1%
Value ($000) $3,417 (+9.5%) Shares 48,883 (+3.9%) Est. Cost $60.73 Unrealized +14.3%
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $1,096 (+36.0%) Shares 27,152 (+56.4%) Est. Cost $42.57 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $4,922 (-4.9%) Shares 19,136 (+8.5%) Est. Cost $286.13 Unrealized -7.4%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $891 (+39.3%) Shares 5,154 (+18.2%) Est. Cost $145.06 Unrealized +12.9%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $870 (+38.7%) Shares 10,773 (+52.5%) Est. Cost $71.39 Unrealized +18.4%
PFF ISHARES TR 0.1%
Value ($000) $1,896 (+14.0%) Shares 61,243 (+16.4%) Est. Cost $30.90 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $5,212 (+4.6%) Shares 63,782 (+25.5%) Est. Cost $69.87 Unrealized +28.9%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $1,395 (-14.2%) Shares 18,373 (+3.3%) Est. Cost $27.73 Unrealized +195.2%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $648 (-26.2%) Shares 6,263 (+10.2%) Est. Cost $103.11 Unrealized +11.1%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $2,433 (-8.6%) Shares 17,839 (+12.2%) Est. Cost $125.40 Unrealized +28.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $597 (+59.1%) Shares 20,967 (+55.9%) Est. Cost $28.11 Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $1,498 (+16.9%) Shares 23,462 (+12.9%) Est. Cost $54.60 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $728 (+41.1%) Shares 31,170 (+19.1%) Est. Cost $22.28 Unrealized -0.0%
FR FIRST INDL RLTY TR INC 0.1%
Value ($000) $1,689 (+12.7%) Shares 29,493 (+1.3%) Est. Cost $48.24 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $1,385 (+14.7%) Shares 12,584 (+11.3%) Est. Cost $96.94 Unrealized +6.4%
AIQ GLOBAL X FDS 0.1%
Value ($000) $1,882 (+10.2%) Shares 37,007 (+7.0%) Est. Cost $44.45 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $566 (+44.1%) Shares 2,474 (+24.8%) Est. Cost $228.49 Unrealized -3.9%
DAVE DAVE INC 0.0%
Value ($000) $997 (+20.1%) Shares 4,501 (+8.1%) Est. Cost $215.89 Unrealized -0.4%
ARKG ARK ETF TR 0.0%
Value ($000) $794 (+26.2%) Shares 27,393 (+21.0%) Est. Cost $26.38 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $1,252 (+14.9%) Shares 21,317 (+11.1%) Est. Cost $56.98 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $5,039 (+3.1%) Shares 168,595 (+8.4%) Est. Cost $33.46 Unrealized -14.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $598 (+33.3%) Shares 3,717 (+23.1%) Est. Cost $123.04 Unrealized +30.5%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1,362 (+10.9%) Shares 76,809 (+6.5%) Est. Cost $17.83 Unrealized -5.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $1,217 (+12.1%) Shares 20,081 (+12.2%) Est. Cost $63.36 Unrealized
EOG EOG RES INC 0.9%
Value ($000) $30,465 (-0.4%) Shares 290,119 (+6.3%) Est. Cost $116.90 Unrealized -8.3%
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $1,257 (+11.5%) Shares 7,057 (+5.9%) Est. Cost $152.50 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $404 (+46.5%) Shares 963 (+8.3%) Est. Cost $265.27 Unrealized +37.2%
MOS MOSAIC CO NEW 0.0%
Value ($000) $1,200 (+11.9%) Shares 49,793 (+61.1%) Est. Cost $26.55 Unrealized +0.8%
VSEC VSE CORP 0.0%
Value ($000) $878 (+16.8%) Shares 5,080 (+12.4%) Est. Cost $114.76 Unrealized +48.9%
EQT EQT CORP 0.0%
Value ($000) $435 (+40.3%) Shares 8,112 (+42.5%) Est. Cost $53.66 Unrealized +4.6%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $1,023 (+13.6%) Shares 1,732 (+11.7%) Est. Cost $364.07 Unrealized +55.6%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,121 (+11.9%) Shares 7,811 (+9.9%) Est. Cost $136.27 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $1,301 (+10.0%) Shares 9,369 (+10.7%) Est. Cost $137.29 Unrealized -3.1%
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $1,088 (+10.8%) Shares 4,265 (+8.3%) Est. Cost $202.80 Unrealized +28.8%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $731 (+16.6%) Shares 10,132 (+17.0%) Est. Cost $57.28 Unrealized +19.9%
CRAI CRA INTL INC 0.0%
Value ($000) $740 (+15.5%) Shares 3,685 (+20.0%) Est. Cost $180.18 Unrealized +4.4%
IDT IDT CORP 0.0%
Value ($000) $594 (+19.3%) Shares 11,594 (+21.9%) Est. Cost $60.14 Unrealized -16.7%
ADC AGREE RLTY CORP 0.0%
Value ($000) $1,436 (+7.0%) Shares 19,938 (+5.5%) Est. Cost $67.98 Unrealized
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value ($000) $693 (-11.9%) Shares 26,521 (+9.7%) Est. Cost $29.29 Unrealized -3.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $469 (+22.4%) Shares 9,450 (+60.3%) Est. Cost $57.88 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $2,217 (+4.0%) Shares 52,243 (+7.9%) Est. Cost $43.12 Unrealized -5.2%
CUBE CUBESMART 0.0%
Value ($000) $1,183 (-6.7%) Shares 32,807 (+5.2%) Est. Cost $39.22 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $1,061 (+8.5%) Shares 27,396 (+15.2%) Est. Cost $46.83 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $1,256 (-6.1%) Shares 4,100 (+4.2%) Est. Cost $168.27 Unrealized +104.8%
OSW ONESPAWORLD HOLDINGS LIMITED 0.0%
Value ($000) $893 (+9.2%) Shares 43,072 (+11.3%) Est. Cost $14.22 Unrealized +47.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $3,517 (-2.1%) Shares 11,980 (+1.9%) Est. Cost $271.68 Unrealized +6.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1,269 (+6.1%) Shares 20,128 (+9.0%) Est. Cost $58.49 Unrealized +3.7%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $974 (+6.9%) Shares 17,124 (+26.0%) Est. Cost $60.10 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.4%
Value ($000) $14,378 (+0.4%) Shares 15,863 (+2.0%) Est. Cost $420.52 Unrealized +128.5%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $1,372 (-4.2%) Shares 53,203 (+7.5%) Est. Cost $20.75 Unrealized
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $1,402 (-4.0%) Shares 11,296 (+6.2%) Est. Cost $76.04 Unrealized +71.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value ($000) $4,405 (+1.3%) Shares 48,572 (+1.0%) Est. Cost $60.47 Unrealized +48.2%
ALKS ALKERMES PLC 0.0%
Value ($000) $578 (+7.9%) Shares 20,651 (+15.7%) Est. Cost $29.63 Unrealized +1.1%
SAP SAP SE 0.2%
Value ($000) $5,216 (+0.6%) Shares 21,473 (+10.7%) Est. Cost $169.33 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $374 (+7.8%) Shares 597 (+5.3%) Est. Cost $613.12 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $1,504 (+1.8%) Shares 53,304 (+3.3%) Est. Cost $27.43 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $5,042 (+0.5%) Shares 22,950 (+1.0%) Est. Cost $157.15 Unrealized +35.3%
AVPT AVEPOINT INC 0.0%
Value ($000) $764 (+3.2%) Shares 54,989 (+11.5%) Est. Cost $9.75 Unrealized +41.7%
IESC IES HLDGS INC 0.0%
Value ($000) $1,349 (+1.6%) Shares 3,468 (+3.8%) Est. Cost $126.12 Unrealized +218.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $2,439 (+0.8%) Shares 13,174 (+2.2%) Est. Cost $115.14 Unrealized +56.3%
URA GLOBAL X FDS 0.0%
Value ($000) $1,006 (+1.4%) Shares 23,538 (+13.1%) Est. Cost $42.05 Unrealized
SNN SMITH & NEPHEW PLC 0.1%
Value ($000) $4,593 (+0.3%) Shares 139,987 (+10.9%) Est. Cost $28.24 Unrealized
WT WISDOMTREE INC 0.0%
Value ($000) $631 (-1.6%) Shares 51,777 (+12.2%) Est. Cost $13.22 Unrealized -8.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1,383 (+0.6%) Shares 7,629 (+7.1%) Est. Cost $154.95 Unrealized +16.0%
USLM UNITED STS LIME & MINERALS I 0.0%
Value ($000) $1,047 (-0.7%) Shares 8,742 (+9.1%) Est. Cost $80.89 Unrealized +53.3%

Exited Positions (61)

NOBL PROSHARES TR 0.9%
Value ($000) $28,788 Shares 279,302 Est. Cost $103.07 Unrealized
HSY HERSHEY CO 0.5%
Value ($000) $17,163 Shares 91,757 Est. Cost $207.57 Unrealized -12.3%
EWS ISHARES INC 0.3%
Value ($000) $10,268 Shares 362,312 Est. Cost $23.90 Unrealized
UAE ISHARES TR 0.3%
Value ($000) $9,186 Shares 486,301 Est. Cost $17.06 Unrealized
TOTALENERGIES SE 0.2%
Value ($000) $5,108 Shares 85,582 Est. Cost $63.15 Unrealized
ARGT GLOBAL X FDS 0.2%
Value ($000) $4,900 Shares 70,241 Est. Cost $52.13 Unrealized
UNILEVER PLC 0.1%
Value ($000) $4,878 Shares 82,288 Est. Cost $49.22 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $4,677 Shares 74,860 Est. Cost $59.82 Unrealized -4.6%
DOCS DOXIMITY INC 0.1%
Value ($000) $4,398 Shares 60,125 Est. Cost $48.96 Unrealized +14.6%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $4,111 Shares 21,482 Est. Cost $339.35 Unrealized -51.6%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $3,472 Shares 18,239 Est. Cost $203.79 Unrealized -10.6%
YEAR AB ACTIVE ETFS INC 0.1%
Value ($000) $3,452 Shares 68,120 Est. Cost $50.66 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $3,164 Shares 64,170 Est. Cost $67.66 Unrealized -24.2%
GDDY GODADDY INC 0.1%
Value ($000) $3,136 Shares 22,920 Est. Cost $182.74 Unrealized -29.2%
CPRT COPART INC 0.1%
Value ($000) $2,868 Shares 63,776 Est. Cost $51.63 Unrealized -19.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $2,560 Shares 31,399 Est. Cost $80.64 Unrealized -6.1%
INFY INFOSYS LTD 0.1%
Value ($000) $2,376 Shares 146,065 Est. Cost $18.40 Unrealized
AMCOR PLC 0.1%
Value ($000) $2,169 Shares 265,189 Est. Cost $9.92 Unrealized -16.8%
IWP ISHARES TR 0.1%
Value ($000) $2,083 Shares 14,625 Est. Cost $142.41 Unrealized
AVT AVNET INC 0.1%
Value ($000) $2,002 Shares 38,294 Est. Cost $52.56 Unrealized -7.0%
IHAK ISHARES TR 0.0%
Value ($000) $1,089 Shares 20,803 Est. Cost $51.01 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $1,087 Shares 83,294 Est. Cost $20.40 Unrealized -43.9%
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $1,077 Shares 16,212 Est. Cost $31.71 Unrealized +158.1%
BCC BOISE CASCADE CO DEL 0.0%
Value ($000) $1,072 Shares 13,868 Est. Cost $85.52 Unrealized -14.9%
IDRV ISHARES TR 0.0%
Value ($000) $1,055 Shares 28,758 Est. Cost $33.12 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $802 Shares 9,895 Est. Cost $154.73 Unrealized -26.8%
LMB LIMBACH HLDGS INC 0.0%
Value ($000) $701 Shares 7,214 Est. Cost $89.17 Unrealized -7.7%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $578 Shares 805 Est. Cost $758.81 Unrealized -18.2%
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value ($000) $558 Shares 11,737 Est. Cost $49.08 Unrealized -2.1%
MGNI MAGNITE INC 0.0%
Value ($000) $547 Shares 25,121 Est. Cost $23.61 Unrealized -29.7%
MR COOPER GROUP INC 0.0%
Value ($000) $533 Shares 2,527 Est. Cost $97.97 Unrealized
RPC P10 INC 0.0%
Value ($000) $451 Shares 41,443 Est. Cost $10.83 Unrealized -6.3%
PINS PINTEREST INC 0.0%
Value ($000) $439 Shares 13,652 Est. Cost $36.26 Unrealized -20.6%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $420 Shares 5,741 Est. Cost $61.22 Unrealized +17.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $367 Shares 1,184 Est. Cost $299.10 Unrealized -11.7%
DSP VIANT TECHNOLOGY INC 0.0%
Value ($000) $356 Shares 41,205 Est. Cost $16.64 Unrealized -39.9%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $348 Shares 23,119 Est. Cost $24.21 Unrealized
TILE INTERFACE INC 0.0%
Value ($000) $323 Shares 11,148 Est. Cost $22.66 Unrealized +20.3%
UI UBIQUITI INC 0.0%
Value ($000) $320 Shares 485 Est. Cost $499.23 Unrealized +26.7%
ZS ZSCALER INC 0.0%
Value ($000) $308 Shares 1,027 Est. Cost $285.11 Unrealized -1.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $292 Shares 313 Est. Cost $313.93 Unrealized -2.8%
NOW SERVICENOW INC 0.0%
Value ($000) $290 Shares 315 Est. Cost $148.38 Unrealized +15.6%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $287 Shares 1,816 Est. Cost $140.91 Unrealized +14.4%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $287 Shares 862 Est. Cost $247.05 Unrealized +43.2%
NTNX NUTANIX INC 0.0%
Value ($000) $286 Shares 3,851 Est. Cost $73.39 Unrealized -16.7%
NET CLOUDFLARE INC 0.0%
Value ($000) $286 Shares 1,333 Est. Cost $204.15 Unrealized +3.6%
VRSN VERISIGN INC 0.0%
Value ($000) $285 Shares 1,021 Est. Cost $278.13 Unrealized -9.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $285 Shares 625 Est. Cost $407.20 Unrealized +8.7%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $280 Shares 1,389 Est. Cost $136.22 Unrealized +48.1%
EAT BRINKER INTL INC 0.0%
Value ($000) $265 Shares 2,091 Est. Cost $117.46 Unrealized +11.5%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $262 Shares 1,638 Est. Cost $178.28 Unrealized -13.1%
TOST TOAST INC 0.0%
Value ($000) $261 Shares 7,142 Est. Cost $43.41 Unrealized -17.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $260 Shares 1,131 Est. Cost $227.43 Unrealized -2.7%
VIRT VIRTU FINL INC 0.0%
Value ($000) $245 Shares 6,910 Est. Cost $34.97 Unrealized -2.2%
GLIBA GCI LIBERTY INC 0.0%
Value ($000) $241 Shares 6,414 Est. Cost $35.52 Unrealized -1.2%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $237 Shares 6,334 Est. Cost $44.34 Unrealized -25.8%
DOCU DOCUSIGN INC 0.0%
Value ($000) $235 Shares 3,258 Est. Cost $59.70 Unrealized +15.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $229 Shares 98 Est. Cost $1705.68 Unrealized +23.1%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $223 Shares 880 Est. Cost $241.96 Unrealized +8.8%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $209 Shares 484 Est. Cost $422.29 Unrealized -1.6%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $207 Shares 473 Est. Cost $448.46 Unrealized -8.5%

Decreased Positions (224)

SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $7,408 (-88.4%) Shares 10,864 (-88.7%) Est. Cost $568.58 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $279 (-98.8%) Shares 1,980 (-98.8%) Est. Cost $139.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $906 (-94.2%) Shares 4,730 (-94.2%) Est. Cost $170.87 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 1.2%
Value ($000) $37,879 (-23.4%) Shares 121,183 (-13.9%) Est. Cost $159.86 Unrealized +104.1%
IWD ISHARES TR 0.1%
Value ($000) $1,717 (-87.0%) Shares 8,163 (-87.5%) Est. Cost $203.39 Unrealized
GRMN GARMIN LTD 1.1%
Value ($000) $36,875 (-22.0%) Shares 181,784 (-5.4%) Est. Cost $145.58 Unrealized +48.9%
ABT ABBOTT LABS 0.0%
Value ($000) $214 (-97.9%) Shares 1,709 (-97.7%) Est. Cost $125.48 Unrealized +1.5%
MSFT MICROSOFT CORP 1.4%
Value ($000) $46,911 (-15.5%) Shares 96,999 (-9.5%) Est. Cost $255.73 Unrealized +95.7%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $15,907 (-34.2%) Shares 41,497 (-21.6%) Est. Cost $254.06 Unrealized +57.8%
TT TRANE TECHNOLOGIES PLC 1.4%
Value ($000) $46,373 (-13.4%) Shares 119,149 (-6.2%) Est. Cost $182.22 Unrealized +127.0%
LIN LINDE PLC 0.8%
Value ($000) $25,478 (-20.8%) Shares 59,752 (-11.8%) Est. Cost $324.87 Unrealized +31.5%
WSM WILLIAMS SONOMA INC 1.1%
Value ($000) $35,352 (-14.9%) Shares 197,953 (-6.9%) Est. Cost $97.80 Unrealized +91.4%
NTAP NETAPP INC 0.8%
Value ($000) $26,044 (-19.1%) Shares 243,199 (-10.5%) Est. Cost $79.11 Unrealized +43.6%
HWM HOWMET AEROSPACE INC 1.1%
Value ($000) $36,352 (-13.6%) Shares 177,308 (-17.3%) Est. Cost $42.24 Unrealized +371.1%
GOOGL ALPHABET INC 0.9%
Value ($000) $28,342 (+23.4%) Shares 90,551 (-4.2%) Est. Cost $130.13 Unrealized +119.5%
IRM IRON MTN INC DEL 0.5%
Value ($000) $16,187 (-21.7%) Shares 195,140 (-3.8%) Est. Cost $76.66 Unrealized +21.0%
SFM SPROUTS FMRS MKT INC 0.3%
Value ($000) $10,271 (-30.2%) Shares 128,921 (-4.7%) Est. Cost $33.32 Unrealized +169.3%
AVGO BROADCOM INC 2.2%
Value ($000) $70,993 (-5.7%) Shares 205,123 (-10.1%) Est. Cost $153.52 Unrealized +132.5%
ETN EATON CORP PLC 0.6%
Value ($000) $19,550 (-17.8%) Shares 61,381 (-3.5%) Est. Cost $188.18 Unrealized +88.3%
ORCL ORACLE CORP 0.0%
Value ($000) $424 (-90.6%) Shares 2,173 (-86.4%) Est. Cost $159.47 Unrealized +49.3%
FDX FEDEX CORP 0.8%
Value ($000) $25,526 (+16.8%) Shares 88,367 (-4.7%) Est. Cost $217.70 Unrealized +20.1%
PH PARKER-HANNIFIN CORP 2.0%
Value ($000) $64,224 (+5.9%) Shares 73,069 (-8.7%) Est. Cost $277.45 Unrealized +194.7%
CAT CATERPILLAR INC 1.0%
Value ($000) $31,869 (+12.5%) Shares 55,630 (-6.3%) Est. Cost $222.43 Unrealized +149.7%
ANET ARISTA NETWORKS INC 0.8%
Value ($000) $24,510 (-12.3%) Shares 187,056 (-2.5%) Est. Cost $101.39 Unrealized +35.8%
PHM PULTE GROUP INC 0.6%
Value ($000) $20,027 (-14.1%) Shares 170,793 (-3.2%) Est. Cost $75.63 Unrealized +61.9%
BX BLACKSTONE INC 0.7%
Value ($000) $21,766 (-12.5%) Shares 141,211 (-3.0%) Est. Cost $78.93 Unrealized +91.9%
PAG PENSKE AUTOMOTIVE GRP INC 0.7%
Value ($000) $23,574 (-11.3%) Shares 148,929 (-2.6%) Est. Cost $159.25 Unrealized +3.3%
EWI ISHARES INC 0.3%
Value ($000) $8,452 (-25.6%) Shares 155,574 (-28.9%) Est. Cost $33.93 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $3,140 (-47.1%) Shares 35,480 (-45.3%) Est. Cost $89.06 Unrealized
SYY SYSCO CORP 0.4%
Value ($000) $12,269 (-15.9%) Shares 166,494 (-6.0%) Est. Cost $71.60 Unrealized +5.4%
GOOG ALPHABET INC 0.8%
Value ($000) $27,099 (+8.9%) Shares 86,356 (-15.5%) Est. Cost $123.04 Unrealized +132.7%
CME CME GROUP INC 0.5%
Value ($000) $17,670 (-11.1%) Shares 64,707 (-12.1%) Est. Cost $214.86 Unrealized +26.0%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $7,793 (-20.9%) Shares 133,485 (-9.1%) Est. Cost $77.29 Unrealized -16.1%
EME EMCOR GROUP INC 0.4%
Value ($000) $14,390 (-12.2%) Shares 23,521 (-6.7%) Est. Cost $368.16 Unrealized +75.9%
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $18,058 (-9.9%) Shares 104,064 (-1.0%) Est. Cost $172.17 Unrealized +5.7%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $17,993 (-9.8%) Shares 125,555 (-3.3%) Est. Cost $156.72 Unrealized -6.1%
KR KROGER CO 0.5%
Value ($000) $16,077 (-10.7%) Shares 257,316 (-3.7%) Est. Cost $63.93 Unrealized +2.0%
PCAR PACCAR INC 0.8%
Value ($000) $25,977 (+7.8%) Shares 237,209 (-3.2%) Est. Cost $80.83 Unrealized +25.2%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $16,376 (+12.9%) Shares 63,721 (-10.0%) Est. Cost $159.12 Unrealized +50.5%
APH AMPHENOL CORP NEW 0.8%
Value ($000) $27,669 (+7.2%) Shares 204,745 (-1.8%) Est. Cost $95.14 Unrealized +40.4%
MTZ MASTEC INC 0.4%
Value ($000) $14,096 (-11.0%) Shares 64,846 (-12.9%) Est. Cost $82.03 Unrealized +155.8%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $20,868 (-7.7%) Shares 120,283 (-2.2%) Est. Cost $152.41 Unrealized +12.0%
GM GENERAL MTRS CO 0.2%
Value ($000) $7,983 (+27.2%) Shares 98,167 (-4.6%) Est. Cost $48.81 Unrealized +44.2%
EXP EAGLE MATLS INC 0.3%
Value ($000) $8,619 (-16.0%) Shares 41,702 (-5.3%) Est. Cost $146.37 Unrealized +50.6%
RMD RESMED INC 0.3%
Value ($000) $11,006 (-13.0%) Shares 45,691 (-1.1%) Est. Cost $231.66 Unrealized +10.3%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $22,425 (-6.7%) Shares 46,365 (-3.7%) Est. Cost $432.32 Unrealized +10.1%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $9,411 (+19.8%) Shares 32,975 (-29.8%) Est. Cost $115.06 Unrealized +99.3%
PFGC PERFORMANCE FOOD GROUP CO 0.2%
Value ($000) $7,614 (-16.9%) Shares 84,680 (-3.8%) Est. Cost $76.22 Unrealized +26.7%
INTU INTUIT 0.7%
Value ($000) $23,048 (-5.9%) Shares 34,793 (-3.0%) Est. Cost $389.58 Unrealized +69.6%
CTAS CINTAS CORP 0.4%
Value ($000) $11,742 (-10.5%) Shares 62,434 (-2.3%) Est. Cost $181.27 Unrealized +3.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value ($000) $47,554 (-2.8%) Shares 156,484 (-10.7%) Est. Cost $84.32 Unrealized
ANF ABERCROMBIE & FITCH CO 0.1%
Value ($000) $4,817 (+39.5%) Shares 38,272 (-5.2%) Est. Cost $85.84 Unrealized +1.8%
PWR QUANTA SVCS INC 0.6%
Value ($000) $18,438 (-6.8%) Shares 43,685 (-8.5%) Est. Cost $141.33 Unrealized +210.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.6%
Value ($000) $19,174 (-6.2%) Shares 219,334 (-4.8%) Est. Cost $64.70 Unrealized +31.8%
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $22,539 (+5.8%) Shares 60,924 (-5.0%) Est. Cost $270.26 Unrealized +32.1%
IWN ISHARES TR 0.0%
Value ($000) $1,128 (-52.3%) Shares 6,223 (-53.5%) Est. Cost $176.81 Unrealized
ENVA ENOVA INTL INC 0.2%
Value ($000) $5,388 (+29.3%) Shares 34,272 (-5.3%) Est. Cost $102.92 Unrealized +26.5%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $11,472 (-9.4%) Shares 55,625 (-4.2%) Est. Cost $131.05 Unrealized +54.4%
MNST MONSTER BEVERAGE CORP NEW 0.4%
Value ($000) $13,738 (+9.3%) Shares 179,187 (-4.0%) Est. Cost $61.11 Unrealized +17.3%
INGR INGREDION INC 0.1%
Value ($000) $4,434 (-20.3%) Shares 40,211 (-11.8%) Est. Cost $132.35 Unrealized -14.8%
CSCO CISCO SYS INC 0.6%
Value ($000) $21,143 (+5.7%) Shares 274,480 (-6.2%) Est. Cost $47.31 Unrealized +56.0%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $9,065 (+14.2%) Shares 40,217 (-3.8%) Est. Cost $181.84 Unrealized +19.7%
ITT ITT INC 0.4%
Value ($000) $11,446 (-8.9%) Shares 65,968 (-6.1%) Est. Cost $78.58 Unrealized +128.0%
BLK BLACKROCK INC 0.3%
Value ($000) $10,267 (-9.7%) Shares 9,592 (-1.6%) Est. Cost $933.09 Unrealized +16.8%
AMP AMERIPRISE FINL INC 1.0%
Value ($000) $32,937 (-3.2%) Shares 67,172 (-3.0%) Est. Cost $339.01 Unrealized +39.8%
ANDE ANDERSONS INC 0.2%
Value ($000) $5,050 (+26.4%) Shares 94,981 (-5.4%) Est. Cost $41.71 Unrealized +16.9%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $17,386 (-5.3%) Shares 182,334 (-3.1%) Est. Cost $77.73 Unrealized +26.1%
AFL AFLAC INC 0.7%
Value ($000) $21,862 (-4.1%) Shares 198,259 (-2.9%) Est. Cost $66.53 Unrealized +65.1%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $16,296 (+6.0%) Shares 78,743 (-5.0%) Est. Cost $154.58 Unrealized +27.5%
FOXA FOX CORP 0.3%
Value ($000) $9,335 (+10.9%) Shares 127,752 (-4.3%) Est. Cost $52.48 Unrealized +24.5%
DT DYNATRACE INC 0.2%
Value ($000) $5,009 (-15.3%) Shares 115,579 (-5.4%) Est. Cost $54.70 Unrealized -14.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $6,559 (-11.5%) Shares 101,993 (-5.3%) Est. Cost $47.28 Unrealized +41.5%
KTB KONTOOR BRANDS INC 0.1%
Value ($000) $1,826 (-31.6%) Shares 29,888 (-10.7%) Est. Cost $77.48 Unrealized -4.2%
AMG AFFILIATED MANAGERS GROUP IN 0.2%
Value ($000) $6,865 (+13.4%) Shares 23,814 (-6.2%) Est. Cost $174.00 Unrealized +48.5%
VC VISTEON CORP 0.1%
Value ($000) $2,235 (-26.5%) Shares 23,497 (-7.4%) Est. Cost $83.76 Unrealized +26.3%
APOG APOGEE ENTERPRISES INC 0.1%
Value ($000) $3,069 (-20.8%) Shares 84,287 (-5.2%) Est. Cost $42.19 Unrealized -11.2%
ROST ROSS STORES INC 0.2%
Value ($000) $5,977 (+15.4%) Shares 33,180 (-2.3%) Est. Cost $137.79 Unrealized +20.9%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $2,376 (-25.0%) Shares 14,015 (-25.4%) Est. Cost $56.87 Unrealized +195.1%
CNMD CONMED CORP 0.1%
Value ($000) $2,672 (-22.7%) Shares 65,812 (-10.4%) Est. Cost $63.80 Unrealized -31.8%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $2,698 (-21.7%) Shares 35,450 (-9.6%) Est. Cost $101.65 Unrealized -23.3%
CBT CABOT CORP 0.1%
Value ($000) $3,226 (-18.7%) Shares 48,665 (-6.7%) Est. Cost $70.52 Unrealized -6.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $9,451 (-6.8%) Shares 28,072 (-5.6%) Est. Cost $232.76 Unrealized +46.4%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $8,754 (+8.6%) Shares 36,118 (-4.8%) Est. Cost $185.05 Unrealized +20.1%
CSL CARLISLE COS INC 0.3%
Value ($000) $10,075 (-6.3%) Shares 31,498 (-3.6%) Est. Cost $247.78 Unrealized +30.2%
CRUS CIRRUS LOGIC INC 0.2%
Value ($000) $5,340 (-11.1%) Shares 45,067 (-6.0%) Est. Cost $75.41 Unrealized +63.2%
KLAC KLA CORP 0.4%
Value ($000) $14,616 (+4.7%) Shares 12,029 (-7.1%) Est. Cost $930.36 Unrealized +26.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $14,355 (-4.0%) Shares 94,184 (-2.2%) Est. Cost $137.00 Unrealized +10.5%
SANM SANMINA CORPORATION 0.1%
Value ($000) $3,184 (+22.8%) Shares 21,219 (-5.8%) Est. Cost $81.23 Unrealized +81.7%
EQX EQUINOX GOLD CORP 0.1%
Value ($000) $2,140 (-21.4%) Shares 152,038 (-37.4%) Est. Cost $4.96 Unrealized +154.4%
CRM SALESFORCE INC 0.3%
Value ($000) $10,013 (+6.2%) Shares 37,797 (-5.0%) Est. Cost $236.23 Unrealized +5.1%
SYK STRYKER CORPORATION 0.2%
Value ($000) $5,362 (-9.4%) Shares 15,256 (-4.7%) Est. Cost $291.72 Unrealized +24.6%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $870 (-38.2%) Shares 16,585 (-23.6%) Est. Cost $45.64 Unrealized +31.2%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $1,905 (-21.8%) Shares 49,256 (-29.5%) Est. Cost $12.82 Unrealized +171.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $3,327 (-13.3%) Shares 20,543 (-9.8%) Est. Cost $167.47 Unrealized -6.7%
SNA SNAP ON INC 0.3%
Value ($000) $8,752 (-5.4%) Shares 25,399 (-4.9%) Est. Cost $239.09 Unrealized +42.4%
YELP YELP INC 0.1%
Value ($000) $3,306 (-12.8%) Shares 108,797 (-10.5%) Est. Cost $37.61 Unrealized -18.0%
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $1,938 (-19.9%) Shares 18,046 (-12.0%) Est. Cost $112.20 Unrealized +2.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $15,206 (-3.0%) Shares 192,436 (-1.8%) Est. Cost $89.22 Unrealized -12.2%
WKC WORLD KINECT CORPORATION 0.0%
Value ($000) $1,546 (-22.9%) Shares 65,979 (-14.6%) Est. Cost $28.53 Unrealized -13.6%
MC MOELIS & CO 0.1%
Value ($000) $2,254 (-16.8%) Shares 32,786 (-13.7%) Est. Cost $54.26 Unrealized +21.3%
TXRH TEXAS ROADHOUSE INC 0.3%
Value ($000) $9,988 (-4.3%) Shares 60,166 (-4.2%) Est. Cost $109.12 Unrealized +54.6%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $5,538 (+8.4%) Shares 30,448 (-3.3%) Est. Cost $172.71 Unrealized -0.2%
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $2,286 (-15.8%) Shares 47,821 (-7.0%) Est. Cost $47.26 Unrealized +2.7%
USFD US FOODS HLDG CORP 0.2%
Value ($000) $7,486 (-5.4%) Shares 99,393 (-3.7%) Est. Cost $68.34 Unrealized +9.9%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $5,382 (+8.2%) Shares 204,493 (-2.8%) Est. Cost $24.36 Unrealized +3.0%
TROW PRICE T ROWE GROUP INC 0.4%
Value ($000) $12,888 (-2.8%) Shares 125,886 (-2.6%) Est. Cost $101.12 Unrealized +1.1%
UNF UNIFIRST CORP MASS 0.1%
Value ($000) $3,982 (+10.4%) Shares 20,642 (-4.3%) Est. Cost $178.56 Unrealized -5.6%
DFIN DONNELLEY FINL SOLUTIONS INC 0.1%
Value ($000) $2,073 (-15.1%) Shares 44,395 (-6.5%) Est. Cost $55.37 Unrealized -12.7%
LAZ LAZARD INC 0.1%
Value ($000) $2,224 (-14.1%) Shares 45,794 (-6.7%) Est. Cost $41.82 Unrealized +19.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.1%
Value ($000) $1,632 (-18.1%) Shares 40,067 (-12.7%) Est. Cost $32.38 Unrealized +25.7%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $1,281 (-21.9%) Shares 4,025 (-15.3%) Est. Cost $125.42 Unrealized +181.9%
SHOO MADDEN STEVEN LTD 0.1%
Value ($000) $3,147 (+12.7%) Shares 75,568 (-9.3%) Est. Cost $33.91 Unrealized +13.3%
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $4,708 (-6.9%) Shares 51,703 (-4.4%) Est. Cost $77.02 Unrealized +18.9%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $16,942 (-2.0%) Shares 29,677 (-2.3%) Est. Cost $323.91 Unrealized +72.6%
FERG FERGUSON ENTERPRISES INC 0.2%
Value ($000) $5,666 (-5.5%) Shares 25,451 (-4.7%) Est. Cost $170.60 Unrealized +39.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,831 (-10.1%) Shares 24,154 (-5.1%) Est. Cost $119.80 Unrealized +1.5%
VMI VALMONT INDS INC 0.2%
Value ($000) $5,966 (-4.9%) Shares 14,828 (-8.4%) Est. Cost $309.81 Unrealized +31.4%
CNXN PC CONNECTION INC 0.0%
Value ($000) $1,589 (-15.9%) Shares 27,515 (-9.7%) Est. Cost $64.05 Unrealized -7.4%
WAB WABTEC 0.5%
Value ($000) $15,090 (+2.0%) Shares 70,695 (-4.2%) Est. Cost $158.48 Unrealized +29.6%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $1,513 (-15.9%) Shares 5,830 (-6.4%) Est. Cost $253.67 Unrealized +9.3%
PLXS PLEXUS CORP 0.2%
Value ($000) $5,427 (-5.0%) Shares 36,916 (-6.5%) Est. Cost $101.67 Unrealized +44.2%
OKE ONEOK INC NEW 0.2%
Value ($000) $6,763 (-4.0%) Shares 92,013 (-4.7%) Est. Cost $52.83 Unrealized +33.4%
ECL ECOLAB INC 0.1%
Value ($000) $3,241 (-8.1%) Shares 12,347 (-4.1%) Est. Cost $270.32 Unrealized -1.7%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $5,570 (-4.8%) Shares 166,068 (-5.3%) Est. Cost $41.30 Unrealized -18.1%
SEIC SEI INVTS CO 0.1%
Value ($000) $3,622 (-7.1%) Shares 44,154 (-3.9%) Est. Cost $79.75 Unrealized +2.5%
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value ($000) $6,114 (-4.2%) Shares 379,781 (-34.0%) Est. Cost $9.66 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $3,589 (+7.6%) Shares 47,491 (-5.5%) Est. Cost $73.84 Unrealized -4.7%
TPH TRI POINTE HOMES INC 0.1%
Value ($000) $1,857 (-12.0%) Shares 59,023 (-5.0%) Est. Cost $30.68 Unrealized +5.9%
SSD SIMPSON MFG INC 0.2%
Value ($000) $4,927 (-4.8%) Shares 30,514 (-1.3%) Est. Cost $169.44 Unrealized -0.4%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $289 (-46.1%) Shares 4,298 (-32.4%) Est. Cost $83.45 Unrealized -15.1%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $8,076 (-2.9%) Shares 1,508 (-2.1%) Est. Cost $3391.66 Unrealized +51.5%
NWSA NEWS CORP NEW 0.0%
Value ($000) $376 (-38.3%) Shares 14,378 (-27.5%) Est. Cost $17.40 Unrealized +50.8%
HCI HCI GROUP INC 0.1%
Value ($000) $2,767 (-7.7%) Shares 14,437 (-7.6%) Est. Cost $158.36 Unrealized +18.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $489 (-31.9%) Shares 1,753 (-21.0%) Est. Cost $274.87 Unrealized +2.4%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $392 (-36.7%) Shares 3,468 (-19.8%) Est. Cost $63.32 Unrealized +105.4%
LEN LENNAR CORP 0.0%
Value ($000) $218 (-50.9%) Shares 2,123 (-39.8%) Est. Cost $113.85 Unrealized +6.0%
MLI MUELLER INDS INC 0.2%
Value ($000) $6,742 (+3.4%) Shares 58,728 (-8.9%) Est. Cost $36.65 Unrealized +192.9%
FLEX FLEX LTD 0.3%
Value ($000) $10,560 (-2.0%) Shares 174,771 (-6.0%) Est. Cost $38.17 Unrealized +61.8%
HEI HEICO CORP NEW 0.0%
Value ($000) $423 (-33.6%) Shares 1,308 (-33.7%) Est. Cost $185.76 Unrealized +70.1%
VCTR VICTORY CAP HLDGS INC 0.1%
Value ($000) $1,988 (-9.7%) Shares 31,503 (-7.3%) Est. Cost $61.19 Unrealized +3.5%
AIT APPLIED INDL TECHNOLOGIES IN 0.1%
Value ($000) $3,626 (-5.5%) Shares 14,122 (-3.9%) Est. Cost $226.02 Unrealized +12.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $17,630 (-1.2%) Shares 35,075 (-1.2%) Est. Cost $376.07 Unrealized +32.3%
IOSP INNOSPEC INC 0.1%
Value ($000) $3,217 (-6.0%) Shares 42,035 (-5.2%) Est. Cost $96.87 Unrealized -22.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $291 (-40.4%) Shares 640 (-31.3%) Est. Cost $426.18 Unrealized +11.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $5,385 (+3.8%) Shares 35,056 (-2.4%) Est. Cost $121.21 Unrealized +21.9%
ASML ASML HOLDING N V 0.2%
Value ($000) $5,552 (+3.6%) Shares 5,189 (-6.2%) Est. Cost $768.42 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,932 (-8.9%) Shares 19,346 (-23.0%) Est. Cost $40.78 Unrealized +121.2%
DOX AMDOCS LTD 0.0%
Value ($000) $225 (-45.5%) Shares 2,795 (-44.4%) Est. Cost $84.74 Unrealized -5.7%
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $5,588 (-3.2%) Shares 10,110 (-1.0%) Est. Cost $282.38 Unrealized +94.6%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $242 (-43.2%) Shares 1,395 (-32.8%) Est. Cost $223.30 Unrealized -18.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $246 (-42.6%) Shares 3,837 (-35.3%) Est. Cost $67.98 Unrealized -2.1%
MDT MEDTRONIC PLC 0.4%
Value ($000) $14,548 (-1.2%) Shares 151,442 (-2.1%) Est. Cost $81.64 Unrealized +19.0%
AYI ACUITY INC 0.2%
Value ($000) $7,241 (-2.4%) Shares 20,113 (-6.7%) Est. Cost $176.36 Unrealized +104.8%
MSCI MSCI INC 0.0%
Value ($000) $358 (-32.5%) Shares 624 (-33.3%) Est. Cost $513.90 Unrealized +9.0%
TXT TEXTRON INC 0.0%
Value ($000) $385 (-30.9%) Shares 4,412 (-33.0%) Est. Cost $74.77 Unrealized +11.9%
BIO BIO RAD LABS INC 0.0%
Value ($000) $272 (-38.4%) Shares 899 (-43.0%) Est. Cost $325.83 Unrealized -4.2%
BWA BORGWARNER INC 0.0%
Value ($000) $387 (-30.1%) Shares 8,588 (-31.8%) Est. Cost $33.35 Unrealized +31.0%
ROL ROLLINS INC 0.5%
Value ($000) $17,530 (-0.9%) Shares 292,075 (-3.0%) Est. Cost $55.47 Unrealized +5.8%
BLD TOPBUILD CORP 0.1%
Value ($000) $3,526 (-4.3%) Shares 8,451 (-10.4%) Est. Cost $164.33 Unrealized +160.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $5,792 (+2.8%) Shares 19,554 (-2.1%) Est. Cost $179.76 Unrealized +66.2%
CACI CACI INTL INC 0.1%
Value ($000) $3,824 (+4.3%) Shares 7,177 (-2.4%) Est. Cost $382.67 Unrealized +47.7%
NXT NEXTPOWER INC 0.0%
Value ($000) $560 (-21.6%) Shares 6,433 (-33.4%) Est. Cost $50.16 Unrealized +80.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $355 (-30.2%) Shares 7,590 (-33.6%) Est. Cost $40.69 Unrealized +7.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $466 (-24.6%) Shares 1,199 (-32.3%) Est. Cost $268.52 Unrealized +39.7%
MUSA MURPHY USA INC 0.2%
Value ($000) $5,339 (-2.8%) Shares 13,230 (-6.4%) Est. Cost $355.22 Unrealized +7.9%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $444 (-25.4%) Shares 1,851 (-26.5%) Est. Cost $221.36 Unrealized +7.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $239 (-37.5%) Shares 2,840 (-31.4%) Est. Cost $115.45 Unrealized -24.8%
DASH DOORDASH INC 0.0%
Value ($000) $342 (-29.4%) Shares 1,508 (-15.2%) Est. Cost $195.96 Unrealized +19.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $552 (-20.2%) Shares 1,175 (-16.2%) Est. Cost $548.03 Unrealized -18.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $303 (-31.4%) Shares 3,234 (-30.7%) Est. Cost $109.51 Unrealized -17.8%
RACE FERRARI N V 0.0%
Value ($000) $242 (-36.2%) Shares 645 (-17.6%) Est. Cost $456.21 Unrealized -12.3%
USB US BANCORP DEL 0.0%
Value ($000) $298 (-30.9%) Shares 5,577 (-37.4%) Est. Cost $46.52 Unrealized +4.7%
FAST FASTENAL CO 0.0%
Value ($000) $235 (-35.9%) Shares 5,850 (-21.6%) Est. Cost $46.94 Unrealized -10.5%
TEL TE CONNECTIVITY PLC 0.3%
Value ($000) $10,042 (-1.2%) Shares 44,138 (-4.7%) Est. Cost $146.50 Unrealized +57.9%
CCJ CAMECO CORP 0.1%
Value ($000) $3,242 (+4.0%) Shares 35,441 (-4.7%) Est. Cost $36.28 Unrealized +147.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $406 (-23.3%) Shares 1,952 (-20.9%) Est. Cost $200.20 Unrealized +1.9%
ONON ON HLDG AG 0.0%
Value ($000) $330 (-26.9%) Shares 7,095 (-33.4%) Est. Cost $47.59 Unrealized -9.5%
AME AMETEK INC 0.0%
Value ($000) $358 (-24.6%) Shares 1,742 (-30.9%) Est. Cost $183.47 Unrealized +5.9%
REG REGENCY CTRS CORP 0.0%
Value ($000) $1,556 (-6.8%) Shares 22,544 (-1.6%) Est. Cost $57.15 Unrealized +21.6%
UGI UGI CORP NEW 0.0%
Value ($000) $319 (-25.7%) Shares 8,522 (-34.0%) Est. Cost $34.40 Unrealized +3.0%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $207 (-31.3%) Shares 2,311 (-26.8%) Est. Cost $95.22 Unrealized
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $7,541 (+1.2%) Shares 13,427 (-7.3%) Est. Cost $336.38 Unrealized +68.8%
WELL WELLTOWER INC 0.0%
Value ($000) $547 (-13.5%) Shares 2,949 (-17.0%) Est. Cost $143.46 Unrealized +30.0%
COR CENCORA INC 0.7%
Value ($000) $22,042 (+0.4%) Shares 65,260 (-7.1%) Est. Cost $183.69 Unrealized +85.4%
RDDT REDDIT INC 0.0%
Value ($000) $201 (-28.5%) Shares 876 (-28.4%) Est. Cost $204.09 Unrealized +3.0%
GE GE AEROSPACE 0.0%
Value ($000) $486 (-14.1%) Shares 1,578 (-16.1%) Est. Cost $183.24 Unrealized +64.2%
DDOG DATADOG INC 0.0%
Value ($000) $225 (-25.0%) Shares 1,653 (-21.5%) Est. Cost $137.70 Unrealized +14.8%
IOT SAMSARA INC 0.0%
Value ($000) $274 (-21.3%) Shares 7,729 (-17.3%) Est. Cost $37.14 Unrealized +4.2%
APP APPLOVIN CORP 0.0%
Value ($000) $301 (-19.3%) Shares 446 (-13.9%) Est. Cost $461.14 Unrealized +36.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $449 (-13.2%) Shares 1,446 (-27.1%) Est. Cost $241.89 Unrealized +18.0%
SGI SOMNIGROUP INTERNATIONAL INC 0.2%
Value ($000) $7,608 (+0.9%) Shares 85,218 (-4.7%) Est. Cost $60.52 Unrealized +44.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $319 (-17.0%) Shares 3,453 (-16.3%) Est. Cost $82.09 Unrealized +15.2%
TEX TEREX CORP NEW 0.1%
Value ($000) $2,214 (-2.9%) Shares 41,468 (-6.6%) Est. Cost $44.98 Unrealized +12.3%
NUE NUCOR CORP 0.0%
Value ($000) $365 (-13.7%) Shares 2,235 (-28.3%) Est. Cost $133.79 Unrealized +11.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $439 (-11.5%) Shares 2,945 (-27.2%) Est. Cost $111.72 Unrealized +21.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $331 (-14.5%) Shares 1,507 (-12.1%) Est. Cost $214.74 Unrealized +13.7%
EXEL EXELIXIS INC 0.1%
Value ($000) $3,020 (+1.8%) Shares 68,892 (-4.1%) Est. Cost $32.06 Unrealized +29.0%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.0%
Value ($000) $1,552 (-3.2%) Shares 52,316 (-2.8%) Est. Cost $25.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $377 (-11.7%) Shares 651 (-26.1%) Est. Cost $531.42 Unrealized +6.3%
CB CHUBB LIMITED 0.0%
Value ($000) $455 (-9.9%) Shares 1,457 (-18.5%) Est. Cost $275.21 Unrealized +6.2%
CBRE CBRE GROUP INC 0.0%
Value ($000) $341 (-12.4%) Shares 2,122 (-14.1%) Est. Cost $154.70 Unrealized +1.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $479 (-8.3%) Shares 2,359 (-21.1%) Est. Cost $166.65 Unrealized +11.3%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value ($000) $5,850 (+0.6%) Shares 42,454 (-2.6%) Est. Cost $123.12 Unrealized +6.9%
NMIH NMI HLDGS INC 0.1%
Value ($000) $2,119 (-1.6%) Shares 51,958 (-7.5%) Est. Cost $36.70 Unrealized +3.0%
BTSG BRIGHTSPRING HEALTH SVCS INC 0.0%
Value ($000) $238 (+17.2%) Shares 6,353 (-7.5%) Est. Cost $23.24 Unrealized +44.3%
NRG NRG ENERGY INC 0.0%
Value ($000) $384 (-8.0%) Shares 2,414 (-6.4%) Est. Cost $95.25 Unrealized +73.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $291 (-10.2%) Shares 1,816 (-9.2%) Est. Cost $167.05 Unrealized -8.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $241 (-11.3%) Shares 840 (-19.9%) Est. Cost $270.09 Unrealized +0.8%
AVAH AVEANNA HEALTHCARE HLDGS INC 0.0%
Value ($000) $171 (-15.1%) Shares 20,912 (-7.8%) Est. Cost $6.32 Unrealized +42.9%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $367 (-7.5%) Shares 4,050 (-18.4%) Est. Cost $65.26 Unrealized +31.5%
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $256 (-9.3%) Shares 3,590 (-21.1%) Est. Cost $59.63 Unrealized +7.0%
TWLO TWILIO INC 0.0%
Value ($000) $467 (-5.1%) Shares 3,280 (-33.2%) Est. Cost $112.58 Unrealized +10.0%
JBL JABIL INC 0.3%
Value ($000) $9,011 (-0.3%) Shares 39,521 (-5.0%) Est. Cost $146.97 Unrealized +45.1%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $223 (-9.8%) Shares 1,123 (-7.8%) Est. Cost $150.53 Unrealized +34.3%
AN AUTONATION INC 0.0%
Value ($000) $221 (-7.1%) Shares 1,072 (-1.6%) Est. Cost $180.54 Unrealized +15.2%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $898 (-1.7%) Shares 27,542 (-3.8%) Est. Cost $30.39 Unrealized
GMED GLOBUS MED INC 0.0%
Value ($000) $495 (+2.9%) Shares 5,669 (-32.5%) Est. Cost $67.11 Unrealized +13.1%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $277 (-4.3%) Shares 4,249 (-20.9%) Est. Cost $52.28 Unrealized +17.1%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $221 (-3.4%) Shares 1,852 (-2.0%) Est. Cost $121.06 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $237 (-1.4%) Shares 4,974 (-7.7%) Est. Cost $43.19 Unrealized +2.4%
REV GROUP INC 0.0%
Value ($000) $293 (-1.0%) Shares 4,822 (-7.8%) Est. Cost $47.59 Unrealized
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $6,733 (-0.0%) Shares 70,196 (-5.4%) Est. Cost $92.27 Unrealized -0.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $270 (+0.6%) Shares 3,896 (-17.8%) Est. Cost $56.83 Unrealized +9.9%
CTRE CARETRUST REIT INC 0.1%
Value ($000) $1,960 (+0.1%) Shares 54,202 (-4.0%) Est. Cost $24.37 Unrealized

Unchanged Positions (25)

SPOT SPOTIFY TECHNOLOGY S A 0.6%
Value ($000) $20,558 Shares 35,401 Est. Cost $340.96 Unrealized +83.3%
T AT&T INC 0.8%
Value ($000) $25,547 Shares 1,028,474 Est. Cost $16.32 Unrealized +54.9%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $13,672 Shares 26,162 Est. Cost $390.07 Unrealized +26.7%
COLO GLOBAL X FDS 0.3%
Value ($000) $9,815 Shares 275,387 Est. Cost $27.65 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $15,569 Shares 64,557 Est. Cost $256.50 Unrealized -6.5%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $4,045 Shares 38,111 Est. Cost $113.68 Unrealized +1.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $3,856 Shares 42,271 Est. Cost $90.89 Unrealized +7.5%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $28,744 Shares 89,207 Est. Cost $148.26 Unrealized +108.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $9,826 Shares 81,652 Est. Cost $98.64 Unrealized +17.1%
IR INGERSOLL RAND INC 0.5%
Value ($000) $15,031 Shares 189,735 Est. Cost $61.38 Unrealized +28.6%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $8,668 Shares 153,087 Est. Cost $29.29 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $9,572 Shares 109,585 Est. Cost $90.13 Unrealized -1.0%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $3,139 Shares 6,146 Est. Cost $482.47 Unrealized +9.2%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $59,104 Shares 316,914 Est. Cost $103.63 Unrealized +79.6%
TKO TKO GROUP HOLDINGS INC 0.3%
Value ($000) $8,168 Shares 39,082 Est. Cost $140.85 Unrealized +37.6%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $2,396 Shares 35,596 Est. Cost $63.79 Unrealized +5.4%
PEP PEPSICO INC 0.4%
Value ($000) $12,626 Shares 87,972 Est. Cost $131.22 Unrealized +11.2%
ZM ZOOM COMMUNICATIONS INC 0.1%
Value ($000) $3,126 Shares 36,232 Est. Cost $79.56 Unrealized +5.8%
NI NISOURCE INC 0.1%
Value ($000) $4,115 Shares 98,546 Est. Cost $31.45 Unrealized +35.5%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $4,348 Shares 158,151 Est. Cost $18.30 Unrealized +47.1%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $2,123 Shares 29,728 Est. Cost $72.84 Unrealized
STAG STAG INDL INC 0.0%
Value ($000) $1,339 Shares 36,430 Est. Cost $39.22 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $3,604 Shares 21,497 Est. Cost $107.11 Unrealized +60.9%
FTDR FRONTDOOR INC 0.0%
Value ($000) $212 Shares 3,668 Est. Cost $50.17 Unrealized +17.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $437 Shares 2,458 Est. Cost $162.07 Unrealized +11.7%