Knollwood Investment Advisory, LLC Diversified Active

Location: Hunt Valley, MD

CIK: 0001999346 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $1.124B (100.0% shares, 0.0% debt)

Holdings (270)

New Positions (13)

Increased Positions (18)

KLAC KLA CORP 3.1%
Value $34.73M (+105.3%) Shares 115,116 (+901.9%) Est. Cost $317.07 Unrealized
AVGO BROADCOM INC 2.3%
Value $25.71M (+86.4%) Shares 68,063 (+52.7%) Est. Cost $264.43 Unrealized
DDOG DATADOG INC 0.9%
Value $10.01M (+239.8%) Shares 38,461 (+54.1%) Est. Cost $162.27 Unrealized
MU MICRON TECHNOLOGY INC 0.4%
Value $4.853M (+250.0%) Shares 4,204 (+2.4%) Est. Cost $141.13 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.8%
Value $9.345M (+50.4%) Shares 19,568 (+6.5%) Est. Cost $196.21 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.9%
Value $9.965M (+36.5%) Shares 26,551 (+1.1%) Est. Cost $289.37 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.5%
Value $5.178M (+46.2%) Shares 20,714 (+15.5%) Est. Cost $152.91 Unrealized
ENTG ENTEGRIS INC 0.4%
Value $4.213M (+59.0%) Shares 23,421 (+3.7%) Est. Cost $121.37 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value $3.346M (+66.3%) Shares 5,969 (+26.0%) Est. Cost $352.53 Unrealized
ALAB ASTERA LABS INC 0.1%
Value $1.403M (+464.5%) Shares 2,905 (+28.1%) Est. Cost $167.60 Unrealized
ON ON SEMICONDUCTOR CORP 0.2%
Value $1.973M (+108.6%) Shares 20,873 (+36.6%) Est. Cost $76.52 Unrealized
SNPS SYNOPSYS INC 0.4%
Value $4.239M (+15.2%) Shares 9,504 (+2.4%) Est. Cost $541.58 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $773K (+172.1%) Shares 1,210 (+15.2%) Est. Cost $128.09 Unrealized
META META PLATFORMS INC 2.7%
Value $30.85M (+1.4%) Shares 54,773 (+3.0%) Est. Cost $261.31 Unrealized
ASML ASML HLDG NV 0.1%
Value $806K (+62.7%) Shares 405 (+8.0%) Est. Cost $789.11 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $828K (+59.8%) Shares 20,041 (+94.6%) Est. Cost $44.36 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value $3.89M (+5.8%) Shares 21,825 (+2400.0%) Est. Cost $269.75 Unrealized
NEUBERGER ENGY INFRSTR & INC 0.1%
Value $802K (-1.6%) Shares 79,074 (+2.0%) Est. Cost $6.94 Unrealized

Exited Positions (46)

RBRK RUBRIK INC. 1.0%
Value $11.63M Shares 237,420 Est. Cost $71.72 Unrealized
CRM SALESFORCE INC 0.5%
Value $5.098M Shares 27,312 Est. Cost $237.36 Unrealized
INTU INTUIT 0.4%
Value $4.48M Shares 10,361 Est. Cost $448.44 Unrealized
PAYX PAYCHEX INC 0.2%
Value $1.757M Shares 19,068 Est. Cost $116.34 Unrealized
RMD RESMED INC 0.1%
Value $1.448M Shares 6,450 Est. Cost $200.02 Unrealized
HUBS HUBSPOT INC 0.1%
Value $1.416M Shares 5,800 Est. Cost $461.65 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value $1.377M Shares 14,350 Est. Cost $92.47 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $1.233M Shares 6,287 Est. Cost $144.82 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $1.088M Shares 14,445 Est. Cost $84.78 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value $1.021M Shares 10,372 Est. Cost $76.60 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.1%
Value $1.007M Shares 11,750 Est. Cost $69.70 Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value $909K Shares 3,895 Est. Cost $194.48 Unrealized
DEO DIAGEO PLC 0.1%
Value $789K Shares 10,597 Est. Cost $144.81 Unrealized
WDAY WORKDAY INC 0.1%
Value $676K Shares 5,200 Est. Cost $238.56 Unrealized
STE STERIS PLC 0.1%
Value $613K Shares 2,774 Est. Cost $214.14 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $605K Shares 3,049 Est. Cost $311.90 Unrealized
PODD INSULET CORP 0.1%
Value $602K Shares 2,867 Est. Cost $180.20 Unrealized
NKE NIKE INC 0.1%
Value $581K Shares 11,000 Est. Cost $102.99 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $557K Shares 25,750 Est. Cost $41.51 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $553K Shares 2,550 Est. Cost $417.35 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $553K Shares 3,204 Est. Cost $214.94 Unrealized
PINS PINTEREST INC 0.0%
Value $547K Shares 29,850 Est. Cost $39.42 Unrealized
IOT SAMSARA INC 0.0%
Value $517K Shares 16,300 Est. Cost $35.91 Unrealized
HEI HEICO CORP NEW 0.0%
Value $512K Shares 1,867 Est. Cost $211.13 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value $506K Shares 3,800 Est. Cost $226.75 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value $499K Shares 23,400 Est. Cost $16.57 Unrealized
GDDY GODADDY INC 0.0%
Value $498K Shares 6,019 Est. Cost $131.95 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $489K Shares 13,916 Est. Cost $25.72 Unrealized
BNTX BIONTECH SE 0.0%
Value $487K Shares 5,479 Est. Cost $91.62 Unrealized
HAL HALLIBURTON CO 0.0%
Value $481K Shares 12,349 Est. Cost $35.31 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $464K Shares 6,278 Est. Cost $70.45 Unrealized
XYZ BLOCK INC 0.0%
Value $440K Shares 7,306 Est. Cost $69.96 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $389K Shares 1,100 Est. Cost $514.38 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $378K Shares 2,001 Est. Cost $120.38 Unrealized
POOL POOL CORP 0.0%
Value $335K Shares 1,655 Est. Cost $353.26 Unrealized
ONC BEONE MEDICINES LTD 0.0%
Value $330K Shares 1,111 Est. Cost $224.51 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $314K Shares 1,500 Est. Cost $146.90 Unrealized
CUBE CUBESMART 0.0%
Value $301K Shares 8,209 Est. Cost $45.17 Unrealized
RGEN REPLIGEN CORP 0.0%
Value $295K Shares 2,500 Est. Cost $156.74 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $261K Shares 2,146 Est. Cost $169.33 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value $245K Shares 1,174 Est. Cost $304.09 Unrealized
INSM INSMED INC 0.0%
Value $245K Shares 1,501 Est. Cost $122.51 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value $238K Shares 2,200 Est. Cost $154.80 Unrealized
MCD MCDONALDS CORP 0.0%
Value $225K Shares 725 Est. Cost $266.70 Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $208K Shares 22,762 Est. Cost $18.34 Unrealized
MASI MASIMO CORP 0.0%
Value $202K Shares 1,137 Est. Cost $145.14 Unrealized

Decreased Positions (19)

SPGI S&P GLOBAL INC 0.1%
Value $1.16M (-74.3%) Shares 2,848 (-73.1%) Est. Cost $350.48 Unrealized
HSAI HESAI GROUP 0.0%
Value $58,287 (-96.8%) Shares 10,000 (-89.6%) Est. Cost $15.47 Unrealized
AAPL APPLE INC 3.3%
Value $36.59M (-3.8%) Shares 126,467 (-15.6%) Est. Cost $175.58 Unrealized
CSGP COSTAR GROUP INC 0.1%
Value $910K (-46.1%) Shares 32,150 (-23.2%) Est. Cost $84.05 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $262K (-72.1%) Shares 1,198 (-74.7%) Est. Cost $156.12 Unrealized
CPRT COPART INC 0.0%
Value $470K (-55.8%) Shares 16,672 (-47.9%) Est. Cost $53.15 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value $948K (-34.9%) Shares 3,243 (-23.7%) Est. Cost $449.16 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $306K (-61.2%) Shares 2,200 (-58.2%) Est. Cost $239.97 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value $770K (-38.1%) Shares 2,601 (-25.0%) Est. Cost $469.96 Unrealized
EFX EQUIFAX INC 0.1%
Value $1.185M (-28.5%) Shares 7,465 (-18.9%) Est. Cost $227.95 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $373K (-54.1%) Shares 2,393 (-62.7%) Est. Cost $119.53 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value $1.562M (-19.0%) Shares 8,700 (-14.4%) Est. Cost $240.84 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value $1.353M (-17.9%) Shares 12,153 (-19.5%) Est. Cost $130.61 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $516K (-35.3%) Shares 5,346 (-40.5%) Est. Cost $88.25 Unrealized
CDW CDW CORP 0.2%
Value $1.858M (-11.7%) Shares 13,208 (-24.0%) Est. Cost $222.76 Unrealized
WSO WATSCO INC 0.1%
Value $718K (-21.8%) Shares 1,722 (-31.7%) Est. Cost $440.20 Unrealized
FAST FASTENAL CO 0.3%
Value $3.17M (-5.5%) Shares 65,999 (-8.7%) Est. Cost $36.13 Unrealized
MDB MONGODB INC 0.1%
Value $1.428M (+4.1%) Shares 4,250 (-24.1%) Est. Cost $330.41 Unrealized
ZS ZSCALER INC 0.1%
Value $1.179M (-2.9%) Shares 8,350 (-3.5%) Est. Cost $177.98 Unrealized

Unchanged Positions (220)

AMD ADVANCED MICRO DEVICES INC 3.2%
Value $36.32M Shares 62,522 Est. Cost $141.04 Unrealized
NVDA NVIDIA CORPORATION 8.5%
Value $95.25M Shares 476,023 Est. Cost $93.56 Unrealized
PANW PALO ALTO NETWORKS INC 1.9%
Value $21.13M Shares 61,962 Est. Cost $151.90 Unrealized
CRWD CROWDSTRIKE HLDGS INC 2.0%
Value $22.44M Shares 29,399 Est. Cost $233.64 Unrealized
LRCX LAM RESEARCH CORP 1.7%
Value $18.67M Shares 43,074 Est. Cost $76.03 Unrealized
GOOG ALPHABET INC 4.0%
Value $44.9M Shares 127,086 Est. Cost $126.41 Unrealized
AMAT APPLIED MATLS INC 1.2%
Value $13.06M Shares 18,067 Est. Cost $96.00 Unrealized
AMZN AMAZON COM INC 4.4%
Value $49.27M Shares 206,729 Est. Cost $123.15 Unrealized
VRT VERTIV HOLDINGS CO 1.5%
Value $16.46M Shares 49,155 Est. Cost $91.22 Unrealized
GOOGL ALPHABET INC 1.8%
Value $19.8M Shares 55,393 Est. Cost $117.77 Unrealized
FLTW FRANKLIN TEMPLETON ETF TR 1.0%
Value $10.89M Shares 103,200 Est. Cost $36.43 Unrealized
LLY ELI LILLY & CO 1.5%
Value $16.53M Shares 13,783 Est. Cost $654.06 Unrealized
ANET ARISTA NETWORKS INC 1.2%
Value $13.1M Shares 77,111 Est. Cost $102.84 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.2%
Value $13.65M Shares 117,034 Est. Cost $22.52 Unrealized
GLD SPDR GOLD TR 1.8%
Value $20.49M Shares 55,631 Est. Cost $169.73 Unrealized
APH AMPHENOL CORP 1.0%
Value $11.29M Shares 64,028 Est. Cost $59.46 Unrealized
FTNT FORTINET INC 0.6%
Value $6.57M Shares 42,771 Est. Cost $60.88 Unrealized
NFLX NETFLIX INC. 0.7%
Value $8.087M Shares 113,260 Est. Cost $97.37 Unrealized
HOOD ROBINHOOD MKTS INC 0.7%
Value $7.521M Shares 74,996 Est. Cost $32.29 Unrealized
V VISA INC 1.7%
Value $19.41M Shares 56,580 Est. Cost $223.41 Unrealized
GEV GE VERNOVA INC 0.6%
Value $7.158M Shares 6,093 Est. Cost $493.66 Unrealized
LNG CHENIERE ENERGY INC 0.9%
Value $9.692M Shares 40,552 Est. Cost $168.87 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.7%
Value $7.859M Shares 5,685 Est. Cost $649.89 Unrealized
URI UNITED RENTALS INC 0.4%
Value $4.236M Shares 3,739 Est. Cost $627.07 Unrealized
TER TERADYNE INC 0.3%
Value $3.58M Shares 7,400 Est. Cost $126.14 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $5.162M Shares 31,142 Est. Cost $147.54 Unrealized
TSLA TESLA INC 0.9%
Value $10.56M Shares 25,117 Est. Cost $227.71 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $4.544M Shares 33,237 Est. Cost $110.09 Unrealized
TRGP TARGA RES CORP 1.4%
Value $15.42M Shares 57,496 Est. Cost $73.85 Unrealized
IAU ISHARES GOLD TR 0.5%
Value $5.675M Shares 75,160 Est. Cost $48.50 Unrealized
ROK ROCKWELL AUTOMATION INC 0.3%
Value $3.441M Shares 6,950 Est. Cost $262.45 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.4%
Value $4.797M Shares 13,703 Est. Cost $146.14 Unrealized
MCHI ISHARES TR 0.8%
Value $8.746M Shares 171,400 Est. Cost $40.74 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.9%
Value $10.07M Shares 30,473 Est. Cost $192.75 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 1.2%
Value $13.17M Shares 301,032 Est. Cost $26.85 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value $1.742M Shares 55,095 Est. Cost $54.39 Unrealized
MCK MCKESSON CORP 0.4%
Value $4.964M Shares 6,569 Est. Cost $541.52 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $1.88M Shares 4,523 Est. Cost $503.81 Unrealized
NET CLOUDFLARE INC 0.4%
Value $4.121M Shares 16,800 Est. Cost $80.68 Unrealized
PWR QUANTA SVCS INC 0.2%
Value $2.753M Shares 3,823 Est. Cost $264.40 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value $4.268M Shares 8,690 Est. Cost $299.09 Unrealized
ABNB AIRBNB INC 0.5%
Value $5.436M Shares 37,985 Est. Cost $125.43 Unrealized
NOW SERVICENOW INC 1.0%
Value $10.8M Shares 108,795 Est. Cost $154.48 Unrealized
EQT EQT CORP 0.3%
Value $2.818M Shares 53,000 Est. Cost $37.91 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value $1.225M Shares 5,358 Est. Cost $342.73 Unrealized
ABOS ACUMEN PHARMACEUTICALS INC 0.4%
Value $4.348M Shares 1,628,510 Est. Cost $6.72 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value $3.157M Shares 59,440 Est. Cost $63.77 Unrealized
COR CENCORA INC 0.4%
Value $4.315M Shares 15,250 Est. Cost $228.58 Unrealized
DASH DOORDASH INC 0.2%
Value $2.52M Shares 13,655 Est. Cost $131.93 Unrealized
CME CME GROUP INC 0.1%
Value $1.382M Shares 6,257 Est. Cost $194.71 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $1.585M Shares 17,377 Est. Cost $84.72 Unrealized
TDG TRANSDIGM GROUP INC 0.3%
Value $3.301M Shares 2,478 Est. Cost $1035.18 Unrealized
GE GE AEROSPACE 0.1%
Value $1.6M Shares 4,282 Est. Cost $157.95 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value $930K Shares 6,078 Est. Cost $57.99 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value $2.573M Shares 19,373 Est. Cost $136.05 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value $1.676M Shares 7,188 Est. Cost $143.08 Unrealized
HSY HERSHEY CO 0.2%
Value $1.967M Shares 11,209 Est. Cost $181.41 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $1.755M Shares 4,419 Est. Cost $185.84 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.2%
Value $2.135M Shares 8,800 Est. Cost $171.82 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value $3.412M Shares 15,754 Est. Cost $188.59 Unrealized
ZTS ZOETIS INC 0.0%
Value $496K Shares 6,905 Est. Cost $171.43 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value $1.252M Shares 13,024 Est. Cost $53.40 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.2%
Value $2.22M Shares 6,992 Est. Cost $273.76 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $1.213M Shares 3,137 Est. Cost $467.02 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $868K Shares 1,704 Est. Cost $449.31 Unrealized
PTC PTC INC 0.1%
Value $1.147M Shares 10,100 Est. Cost $175.56 Unrealized
MSFT MICROSOFT CORP 3.2%
Value $36.34M Shares 97,421 Est. Cost $337.59 Unrealized
VMC VULCAN MATLS CO 0.3%
Value $3.585M Shares 12,153 Est. Cost $244.54 Unrealized
TW TRADEWEB MKTS INC 0.1%
Value $1.515M Shares 15,200 Est. Cost $102.71 Unrealized
ARGX ARGENX SE 0.1%
Value $1.279M Shares 1,379 Est. Cost $430.04 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value $1.71M Shares 3,791 Est. Cost $412.07 Unrealized
APO APOLLO GLOBAL MGMT INC 0.4%
Value $4.638M Shares 39,200 Est. Cost $109.15 Unrealized
DE DEERE & CO 0.2%
Value $2.363M Shares 3,725 Est. Cost $367.15 Unrealized
CIEN CIENA CORP 0.1%
Value $1.226M Shares 2,500 Est. Cost $71.73 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $2.478M Shares 4,988 Est. Cost $380.14 Unrealized
CPAY CORPAY INC 0.2%
Value $1.955M Shares 5,867 Est. Cost $283.60 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value $9.119M Shares 17,755 Est. Cost $373.23 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $1.487M Shares 6,650 Est. Cost $135.52 Unrealized
IT GARTNER INC 0.1%
Value $1.089M Shares 8,400 Est. Cost $433.58 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $1.648M Shares 6,130 Est. Cost $75.38 Unrealized
HD HOME DEPOT INC 0.3%
Value $3.396M Shares 9,628 Est. Cost $294.40 Unrealized
ETN EATON CORP PLC 0.1%
Value $1.423M Shares 3,340 Est. Cost $282.52 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $2.988M Shares 18,830 Est. Cost $135.85 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $1.424M Shares 3,581 Est. Cost $298.09 Unrealized
INDA ISHARES TR 0.4%
Value $4.39M Shares 88,875 Est. Cost $42.84 Unrealized
VST VISTRA CORP 0.4%
Value $4.122M Shares 25,983 Est. Cost $131.96 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value $7.241M Shares 196,968 Est. Cost $24.35 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value $3.709M Shares 8,079 Est. Cost $301.09 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $2.053M Shares 6,273 Est. Cost $189.18 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $3.54M Shares 104,106 Est. Cost $61.94 Unrealized
IDXX IDEXX LABS INC 0.3%
Value $3.053M Shares 5,800 Est. Cost $496.97 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value $1.852M Shares 1,550 Est. Cost $1292.47 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $1.006M Shares 7,343 Est. Cost $193.07 Unrealized
BRKR BRUKER CORP 0.0%
Value $457K Shares 7,600 Est. Cost $74.75 Unrealized
CPER UNITED STS COMMODITY INDEX F 0.2%
Value $2.072M Shares 54,918 Est. Cost $23.09 Unrealized
EWT ISHARES INC 0.0%
Value $521K Shares 4,800 Est. Cost $48.68 Unrealized
ELUT ELUTIA INC 0.2%
Value $2.505M Shares 2,556,724 Est. Cost $1.99 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value $607K Shares 10,000 Est. Cost $144.22 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value $593K Shares 10,800 Est. Cost $69.92 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $482K Shares 1,616 Est. Cost $176.15 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value $740K Shares 3,226 Est. Cost $130.12 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $1.316M Shares 5,539 Est. Cost $99.23 Unrealized
DXCM DEXCOM INC 0.2%
Value $2.093M Shares 31,078 Est. Cost $124.08 Unrealized
MSCI MSCI INC 0.3%
Value $3.695M Shares 6,597 Est. Cost $490.39 Unrealized
TJX TJX COS INC NEW 0.2%
Value $2.559M Shares 16,893 Est. Cost $90.74 Unrealized
AZO AUTOZONE INC 0.2%
Value $2.423M Shares 758 Est. Cost $2866.87 Unrealized
OKE ONEOK INC NEW 0.3%
Value $3.434M Shares 39,497 Est. Cost $52.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $724K Shares 2,492 Est. Cost $190.67 Unrealized
FCX FREEPORT MCMORAN INC 0.2%
Value $2.063M Shares 32,800 Est. Cost $34.09 Unrealized
EQIX EQUINIX INC 0.2%
Value $2.196M Shares 2,107 Est. Cost $697.06 Unrealized
RDDT REDDIT INC 0.1%
Value $576K Shares 3,320 Est. Cost $52.71 Unrealized
BAC BANK OF AMER CORP 0.1%
Value $891K Shares 15,638 Est. Cost $36.84 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $1.028M Shares 10,057 Est. Cost $97.86 Unrealized
AME AMETEK INC 0.1%
Value $1.089M Shares 4,502 Est. Cost $170.82 Unrealized
HUBB HUBBELL INC 0.2%
Value $1.954M Shares 3,734 Est. Cost $383.93 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value $962K Shares 5,475 Est. Cost $188.88 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value $2.105M Shares 9,168 Est. Cost $244.50 Unrealized
APP APPLOVIN CORP 0.0%
Value $501K Shares 972 Est. Cost $252.97 Unrealized
PSTG EVERPURE INC 0.0%
Value $418K Shares 5,300 Est. Cost $57.88 Unrealized
NTRA NATERA INC 0.0%
Value $391K Shares 1,440 Est. Cost $145.66 Unrealized
LPLA LPL FINL HLDGS INC 0.1%
Value $1.486M Shares 5,275 Est. Cost $271.44 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value $219K Shares 1,934 Est. Cost $200.47 Unrealized
VMI VALMONT INDS INC 0.0%
Value $321K Shares 556 Est. Cost $363.72 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $505K Shares 5,046 Est. Cost $67.05 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $750K Shares 3,021 Est. Cost $258.34 Unrealized
RPM RPM INTL INC 0.1%
Value $879K Shares 7,907 Est. Cost $110.72 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.247M Shares 3 Est. Cost $448761.72 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $302K Shares 840 Est. Cost $242.79 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $1.263M Shares 3,669 Est. Cost $271.30 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $322K Shares 3,100 Est. Cost $115.38 Unrealized
SLV ISHARES SILVER TR 0.0%
Value $309K Shares 5,780 Est. Cost $64.42 Unrealized
ROST ROSS STORES INC 0.4%
Value $4.631M Shares 21,755 Est. Cost $134.00 Unrealized
LIN LINDE PLC 0.2%
Value $1.829M Shares 3,524 Est. Cost $403.39 Unrealized
WMT WALMART INC 0.1%
Value $828K Shares 7,315 Est. Cost $61.97 Unrealized
CF CF INDUSTRIES HOLD 0.0%
Value $394K Shares 3,639 Est. Cost $74.64 Unrealized
ICLN ISHARES TR 0.1%
Value $699K Shares 34,105 Est. Cost $19.85 Unrealized
CCI CROWN CASTLE INC 0.1%
Value $998K Shares 13,173 Est. Cost $113.66 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $410K Shares 7,268 Est. Cost $34.31 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $226K Shares 2,350 Est. Cost $132.23 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $739K Shares 3,300 Est. Cost $222.04 Unrealized
IVV ISHARES TR 0.0%
Value $531K Shares 709 Est. Cost $574.15 Unrealized
GLNG GOLAR LNG LTD 0.1%
Value $743K Shares 14,900 Est. Cost $22.73 Unrealized
KSA ISHARES TR 0.1%
Value $968K Shares 25,942 Est. Cost $37.92 Unrealized
DT DYNATRACE INC 0.0%
Value $399K Shares 9,088 Est. Cost $46.07 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $1.379M Shares 3,321 Est. Cost $330.74 Unrealized
NU NU HLDGS LTD 0.1%
Value $799K Shares 59,800 Est. Cost $11.64 Unrealized
BURL BURLINGTON STORES INC 0.2%
Value $2.197M Shares 6,936 Est. Cost $205.79 Unrealized
MCO MOODYS CORP 0.1%
Value $1.584M Shares 3,497 Est. Cost $347.69 Unrealized
VG VENTURE GLOBAL INC 0.0%
Value $135K Shares 12,150 Est. Cost $8.89 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $989K Shares 6,049 Est. Cost $186.71 Unrealized
CLH CLEAN HARBORS INC 0.1%
Value $1.344M Shares 4,500 Est. Cost $209.64 Unrealized
SMIN ISHARES TR 0.0%
Value $354K Shares 5,000 Est. Cost $51.76 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value $1.878M Shares 8,812 Est. Cost $179.14 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $611K Shares 625 Est. Cost $527.65 Unrealized
ET ENERGY TRANSFER L P 0.5%
Value $5.406M Shares 282,726 Est. Cost $12.14 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.2%
Value $2.055M Shares 11,643 Est. Cost $263.49 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $855K Shares 9,739 Est. Cost $63.65 Unrealized
SHOP SHOPIFY INC 0.1%
Value $1.248M Shares 10,930 Est. Cost $64.39 Unrealized
PLD PROLOGIS INC. 0.2%
Value $1.974M Shares 14,570 Est. Cost $100.92 Unrealized
EOG EOG RES INC 0.0%
Value $418K Shares 3,220 Est. Cost $122.13 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.255M Shares 4,943 Est. Cost $141.44 Unrealized
WCN WASTE CONNECTIONS INC 0.2%
Value $1.841M Shares 11,045 Est. Cost $146.34 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $302K Shares 950 Est. Cost $257.67 Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $346K Shares 4,150 Est. Cost $55.75 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $507K Shares 19,030 Est. Cost $24.60 Unrealized
XPEV XPENG INC 0.0%
Value $149K Shares 11,250 Est. Cost $20.72 Unrealized
VALE VALE S A 0.1%
Value $752K Shares 50,000 Est. Cost $13.42 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value $2.081M Shares 15,700 Est. Cost $94.29 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $318K Shares 3,500 Est. Cost $102.94 Unrealized
TRU TRANSUNION 0.1%
Value $988K Shares 13,700 Est. Cost $73.99 Unrealized
BWXT BWX TECHNOLOGIES INC 0.1%
Value $791K Shares 4,066 Est. Cost $91.50 Unrealized
PEP PEPSICO INC 0.0%
Value $260K Shares 1,923 Est. Cost $155.65 Unrealized
GREK GLOBAL X FDS 0.0%
Value $242K Shares 3,200 Est. Cost $64.40 Unrealized
CB CHUBB LIMITED 0.1%
Value $852K Shares 2,500 Est. Cost $252.75 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $310K Shares 837 Est. Cost $236.12 Unrealized
YUM YUM BRANDS INC 0.1%
Value $1.282M Shares 8,018 Est. Cost $130.97 Unrealized
QSI QUANTUM SI INC 0.0%
Value $266K Shares 300,000 Est. Cost $1.97 Unrealized
EIS ISHARES INC 0.1%
Value $836K Shares 6,925 Est. Cost $54.03 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $340K Shares 3,919 Est. Cost $73.87 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $1.594M Shares 3,180 Est. Cost $493.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value $2.44M Shares 1,910 Est. Cost $1321.23 Unrealized
WAB WABTEC 0.0%
Value $418K Shares 1,550 Est. Cost $158.48 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $271K Shares 800 Est. Cost $245.13 Unrealized
TTC TORO CO 0.1%
Value $697K Shares 7,152 Est. Cost $88.20 Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value $278K Shares 525 Est. Cost $436.60 Unrealized
MRK MERCK & CO INC 0.0%
Value $398K Shares 3,100 Est. Cost $121.72 Unrealized
PEN PENUMBRA INC 0.1%
Value $636K Shares 2,013 Est. Cost $199.64 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $256K Shares 1,000 Est. Cost $200.25 Unrealized
EWM ISHARES INC 0.0%
Value $458K Shares 17,000 Est. Cost $22.06 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $1.54M Shares 10,501 Est. Cost $137.56 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $287K Shares 4,008 Est. Cost $93.72 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $1.172M Shares 12,698 Est. Cost $60.94 Unrealized
CTAS CINTAS CORP 0.3%
Value $3.724M Shares 21,896 Est. Cost $183.54 Unrealized
WEX WEX INC 0.0%
Value $236K Shares 1,674 Est. Cost $203.96 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $454K Shares 3,321 Est. Cost $82.62 Unrealized
VEEV VEEVA SYS INC 0.2%
Value $1.843M Shares 10,384 Est. Cost $197.20 Unrealized
CPNG COUPANG INC 0.0%
Value $215K Shares 12,390 Est. Cost $21.68 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $513K Shares 4,055 Est. Cost $94.26 Unrealized
TOST TOAST INC 0.0%
Value $351K Shares 12,609 Est. Cost $19.35 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value $6.501M Shares 70,590 Est. Cost $89.62 Unrealized
RKT ROCKET COS INC 0.0%
Value $161K Shares 10,208 Est. Cost $17.88 Unrealized
ALLE ALLEGION PLC 0.0%
Value $334K Shares 2,377 Est. Cost $121.01 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $491K Shares 4,277 Est. Cost $60.64 Unrealized
EMB ISHARES TR 0.0%
Value $400K Shares 4,150 Est. Cost $86.28 Unrealized
BIDU BAIDU INC 0.0%
Value $390K Shares 3,410 Est. Cost $92.03 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value $223K Shares 675 Est. Cost $404.98 Unrealized
UAE ISHARES TR 0.0%
Value $411K Shares 21,638 Est. Cost $15.07 Unrealized
QAT ISHARES TR 0.0%
Value $228K Shares 12,683 Est. Cost $17.39 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value $228K Shares 3,535 Est. Cost $65.13 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $228K Shares 1,980 Est. Cost $98.12 Unrealized
RIO RIO TINTO PLC 0.0%
Value $375K Shares 3,950 Est. Cost $63.84 Unrealized
HYPR HYPERFINE INC 0.0%
Value $27,000 Shares 20,000 Est. Cost $0.91 Unrealized
NI NISOURCE INC 0.0%
Value $258K Shares 5,416 Est. Cost $34.83 Unrealized
SO SOUTHERN CO 0.0%
Value $542K Shares 5,663 Est. Cost $71.79 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $267K Shares 3,323 Est. Cost $56.58 Unrealized
KWT ISHARES TR 0.0%
Value $231K Shares 6,343 Est. Cost $32.02 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $548K Shares 7,600 Est. Cost $53.22 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $313K Shares 5,405 Est. Cost $65.15 Unrealized
CAI CARIS LIFE SCIENCES INC 0.0%
Value $186K Shares 10,445 Est. Cost $28.16 Unrealized
BLK BLACKROCK INC 0.2%
Value $2.274M Shares 2,365 Est. Cost $991.05 Unrealized