Principia Wealth Advisory, LLC Diversified Active

CIK: 0002041436 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $159,885 (100.0% shares, 0.0% debt)

Holdings (1,015)

New Positions (86)

SCHK Schwab 1000 Index 2.2%
Value ($000) $3,550 Shares 108,220 Est. Cost $32.80 Unrealized
FDMT 4D MOLECULAR THERAPEUTICS INC COM 0.3%
Value ($000) $403 Shares 53,668 Est. Cost $10.14 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $78 Shares 23 Est. Cost $3777.86 Unrealized 0.0%
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $39 Shares 400 Est. Cost $97.21 Unrealized
FCTE SMI 3FOURTEEN FULL-CYCLE TREND ETF 0.0%
Value ($000) $9 Shares 368 Est. Cost $24.90 Unrealized
ATAI ATAIBECKLEY INC COM SHS 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.72 Unrealized 0.0%
TTE TOTALENERGIES SE ACT 0.0%
Value ($000) $7 Shares 110 Est. Cost $63.23 Unrealized 0.0%
TTAN SERVICETITAN INC SHS CL A 0.0%
Value ($000) $5 Shares 46 Est. Cost $97.68 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value ($000) $2 Shares 244 Est. Cost $8.13 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $148.78 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value ($000) $2 Shares 34 Est. Cost $47.08 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $122.95 Unrealized 0.0%
SNDK SANDISK CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $200.29 Unrealized 0.0%
TREX TREX CO INC COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.45 Unrealized 0.0%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.91 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $1 Shares 12 Est. Cost $103.64 Unrealized 0.0%
LINE LINEAGE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.00 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1 Shares 47 Est. Cost $17.88 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $1 Shares 109 Est. Cost $7.91 Unrealized 0.0%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $216.57 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $407.67 Unrealized 0.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $40.84 Unrealized 0.0%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $388.68 Unrealized 0.0%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $103.61 Unrealized 0.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $135.75 Unrealized 0.0%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $344.54 Unrealized 0.0%
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $71.36 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $52.11 Unrealized 0.0%
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value ($000) $1 Shares 23 Est. Cost $20.03 Unrealized 0.0%
LII LENNOX INTL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $499.61 Unrealized 0.0%
KBR KBR INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $42.74 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $26.24 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $161.36 Unrealized 0.0%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $92.83 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $256.82 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $64.82 Unrealized 0.0%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value ($000) $0 Shares 23 Est. Cost $15.68 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $61.13 Unrealized 0.0%
SARO STANDARDAERO INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $27.23 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $302.29 Unrealized 0.0%
PEN PENUMBRA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $276.19 Unrealized 0.0%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.83 Unrealized 0.0%
WEX WEX INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.68 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $0 Shares 2 Est. Cost $153.78 Unrealized 0.0%
NXT NEXTPOWER INC CLASS A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.67 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.85 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $27.52 Unrealized 0.0%
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.29 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.45 Unrealized 0.0%
PLNT PLANET FITNESS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.94 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.13 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $102.85 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.91 Unrealized 0.0%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $180.87 Unrealized 0.0%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $146.39 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $133.59 Unrealized 0.0%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.14 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.99 Unrealized 0.0%
FOUR SHIFT4 PMTS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $70.65 Unrealized 0.0%
NNN NNN REIT INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.67 Unrealized
UMBF UMB FINL CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.28 Unrealized 0.0%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.37 Unrealized 0.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.37 Unrealized 0.0%
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $114.84 Unrealized 0.0%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.31 Unrealized 0.0%
NUVL NUVALENT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $98.60 Unrealized 0.0%
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $91.86 Unrealized 0.0%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.27 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $31.36 Unrealized 0.0%
BYD BOYD GAMING CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.27 Unrealized 0.0%
SAIL SAILPOINT INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $20.84 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $89.72 Unrealized 0.0%
ESTC ELASTIC N V ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.59 Unrealized 0.0%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $70.70 Unrealized 0.0%
FLEE FRANKLIN FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.50 Unrealized
KRMN KARMAN HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.41 Unrealized 0.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.52 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $23.30 Unrealized 0.0%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $0 Shares 2 Est. Cost $33.50 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $12.63 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.26 Unrealized 0.0%
VG VENTURE GLOBAL INC COM CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $8.31 Unrealized 0.0%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.57 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.79 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.55 Unrealized 0.0%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.00 Unrealized

Increased Positions (508)

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 5.7%
Value ($000) $9,090 (+73.0%) Shares 69,497 (+69.8%) Est. Cost $127.44 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 6.0%
Value ($000) $9,621 (+59.7%) Shares 154,009 (+53.1%) Est. Cost $60.37 Unrealized
QQQM INVESCO NASDAQ 100 ETF 10.1%
Value ($000) $16,166 (+17.6%) Shares 954,798 (+1615.9%) Est. Cost $30.35 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 3.3%
Value ($000) $5,355 (+73.0%) Shares 63,938 (+73.8%) Est. Cost $83.87 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 1.5%
Value ($000) $2,343 (+406.4%) Shares 176,839 (+413.2%) Est. Cost $13.22 Unrealized
XLE Energy Sector 1.0%
Value ($000) $1,618 (+3273.1%) Shares 36,153 (+6632.4%) Est. Cost $45.36 Unrealized
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 1.2%
Value ($000) $1,933 (+246.5%) Shares 70,899 (+255.5%) Est. Cost $27.36 Unrealized
SCYB SCHWAB HIGH YIELD BOND ETF 2.7%
Value ($000) $4,378 (+38.6%) Shares 165,725 (+40.2%) Est. Cost $26.61 Unrealized
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 1.8%
Value ($000) $2,811 (+72.2%) Shares 88,663 (+75.5%) Est. Cost $32.03 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 7.5%
Value ($000) $11,982 (+9.6%) Shares 19,505 (+7.2%) Est. Cost $555.72 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.7%
Value ($000) $2,678 (+58.0%) Shares 27,811 (+56.2%) Est. Cost $95.26 Unrealized
TIP ISHARES TIPS BOND ETF 1.1%
Value ($000) $1,816 (+114.0%) Shares 16,526 (+116.5%) Est. Cost $110.35 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 1.0%
Value ($000) $1,614 (+138.9%) Shares 31,443 (+107.1%) Est. Cost $47.32 Unrealized
IAU ISHARES GOLD TRUST 2.8%
Value ($000) $4,438 (+26.7%) Shares 54,670 (+13.6%) Est. Cost $53.29 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 3.7%
Value ($000) $5,959 (+14.6%) Shares 110,838 (+15.5%) Est. Cost $45.22 Unrealized
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 2.6%
Value ($000) $4,157 (+18.2%) Shares 148,138 (+15.1%) Est. Cost $26.31 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.6%
Value ($000) $910 (+104.3%) Shares 31,959 (+100.1%) Est. Cost $28.19 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 0.7%
Value ($000) $1,190 (+49.7%) Shares 34,539 (+50.2%) Est. Cost $34.36 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.4%
Value ($000) $673 (+83.4%) Shares 11,809 (+89.1%) Est. Cost $57.70 Unrealized
TBIL US TREASURY 3 MONTH BILL ETF 0.5%
Value ($000) $834 (+39.8%) Shares 16,727 (+40.1%) Est. Cost $49.97 Unrealized
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.4%
Value ($000) $599 (+57.8%) Shares 14,882 (+59.1%) Est. Cost $40.45 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $404 (+102.1%) Shares 4,048 (+102.8%) Est. Cost $100.02 Unrealized
GOAU U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF 1.8%
Value ($000) $2,928 (+7.5%) Shares 68,792 (+1.6%) Est. Cost $19.31 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 1.0%
Value ($000) $1,520 (-10.6%) Shares 30,614 (+17.1%) Est. Cost $52.96 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $365 (+54.8%) Shares 1,959 (+54.9%) Est. Cost $154.29 Unrealized +20.6%
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF 0.2%
Value ($000) $325 (+56.0%) Shares 11,603 (+54.3%) Est. Cost $27.70 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $117 (+1133.4%) Shares 685 (+864.8%) Est. Cost $147.47 Unrealized +5.4%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $319 (+46.6%) Shares 13,646 (+47.2%) Est. Cost $23.44 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.2%
Value ($000) $266 (+59.5%) Shares 6,091 (+53.6%) Est. Cost $42.59 Unrealized
KLAC KLA CORP COM NEW 0.1%
Value ($000) $102 (+2265.9%) Shares 84 (+2000.0%) Est. Cost $1149.28 Unrealized +2.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $155 (+169.1%) Shares 3,815 (+190.3%) Est. Cost $40.16 Unrealized +0.8%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $109 (+846.4%) Shares 806 (+766.7%) Est. Cost $126.68 Unrealized +5.4%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $104 (+1362.6%) Shares 797 (+1526.5%) Est. Cost $135.41 Unrealized +1.7%
HCA HCA HEALTHCARE INC COM 0.1%
Value ($000) $98 (+3186.7%) Shares 210 (+2900.0%) Est. Cost $459.93 Unrealized +0.8%
META META PLATFORMS INC CL A 0.1%
Value ($000) $174 (+119.7%) Shares 264 (+144.4%) Est. Cost $646.20 Unrealized +3.3%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $95 (+9941.3%) Shares 526 (+10420.0%) Est. Cost $188.74 Unrealized +0.2%
COR CENCORA INC COM 0.1%
Value ($000) $96 (+3750.4%) Shares 285 (+3462.5%) Est. Cost $338.38 Unrealized +0.7%
MCK MCKESSON CORP COM 0.1%
Value ($000) $144 (+170.8%) Shares 176 (+155.1%) Est. Cost $716.27 Unrealized +13.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $811 (+12.6%) Shares 10,292 (+12.8%) Est. Cost $77.90 Unrealized
ALLE ALLEGION PLC ORD SHS 0.1%
Value ($000) $91 (+17078.9%) Shares 574 (+19033.3%) Est. Cost $166.54 Unrealized +0.1%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $92 (+3247.2%) Shares 102 (+3300.0%) Est. Cost $951.76 Unrealized +0.9%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $308 (+35.5%) Shares 985 (+5.2%) Est. Cost $180.13 Unrealized +58.6%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $134 (+126.5%) Shares 1,333 (+177.1%) Est. Cost $125.75 Unrealized -13.9%
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $726 (+11.5%) Shares 1,501 (+19.4%) Est. Cost $436.88 Unrealized +14.6%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $110 (+126.5%) Shares 687 (+129.0%) Est. Cost $155.45 Unrealized -1.2%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $95 (+148.8%) Shares 141 (+135.0%) Est. Cost $644.95 Unrealized +5.6%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $98 (+138.1%) Shares 313 (+167.5%) Est. Cost $331.06 Unrealized -1.4%
FAST FASTENAL CO COM 0.1%
Value ($000) $96 (+133.7%) Shares 2,396 (+185.6%) Est. Cost $43.55 Unrealized -3.5%
VRSN VERISIGN INC COM 0.1%
Value ($000) $92 (+144.6%) Shares 380 (+181.5%) Est. Cost $259.35 Unrealized -3.3%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $60 (+465.3%) Shares 2,396 (+509.7%) Est. Cost $25.22 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $88 (+123.2%) Shares 1,754 (+153.8%) Est. Cost $55.53 Unrealized -3.3%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $65 (+253.0%) Shares 2,435 (+259.1%) Est. Cost $26.62 Unrealized
SDCI USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND 0.1%
Value ($000) $100 (+79.0%) Shares 4,560 (+86.9%) Est. Cost $21.92 Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $44 (+1248.0%) Shares 1,923 (+1254.2%) Est. Cost $22.98 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.3%
Value ($000) $404 (+10.0%) Shares 2,813 (+8.1%) Est. Cost $128.26 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $31 (+2965.8%) Shares 1,255 (+2961.0%) Est. Cost $24.77 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $39 (+219.1%) Shares 518 (+317.7%) Est. Cost $80.02 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $189 (+16.1%) Shares 817 (+10.4%) Est. Cost $206.69 Unrealized +10.7%
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.3%
Value ($000) $507 (+4.8%) Shares 10,926 (+5.2%) Est. Cost $45.51 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $98 (+30.9%) Shares 928 (+4.5%) Est. Cost $97.16 Unrealized -4.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $74 (+44.2%) Shares 235 (+11.9%) Est. Cost $191.29 Unrealized +49.7%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.3%
Value ($000) $429 (+4.5%) Shares 9,655 (+5.1%) Est. Cost $39.13 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $204 (+9.6%) Shares 7,575 (+7.2%) Est. Cost $26.38 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $47 (+58.9%) Shares 44 (+12.8%) Est. Cost $818.44 Unrealized +16.8%
WMT WALMART INC COM 0.1%
Value ($000) $168 (+10.8%) Shares 1,504 (+2.5%) Est. Cost $87.21 Unrealized +22.9%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $302 (+5.3%) Shares 6,098 (+7.8%) Est. Cost $48.67 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $91 (+19.9%) Shares 264 (+14.3%) Est. Cost $227.30 Unrealized +57.1%
SPY STATE STREET SPDR S&P 500 ETF 0.1%
Value ($000) $239 (+6.3%) Shares 350 (+3.9%) Est. Cost $589.21 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $289 (+4.4%) Shares 897 (+2.2%) Est. Cost $231.62 Unrealized +33.6%
TSLA TESLA INC COM 0.1%
Value ($000) $123 (+9.6%) Shares 273 (+8.3%) Est. Cost $331.53 Unrealized +33.7%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $105 (+11.3%) Shares 868 (+4.2%) Est. Cost $111.85 Unrealized +3.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $20 (+96.2%) Shares 69 (+15.0%) Est. Cost $117.34 Unrealized +95.5%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $49 (+20.3%) Shares 236 (+7.8%) Est. Cost $154.75 Unrealized +27.3%
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $51 (+19.3%) Shares 1,500 (+12.8%) Est. Cost $27.01 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $106 (+7.7%) Shares 1,315 (+1.3%) Est. Cost $74.96 Unrealized +10.1%
VPLS VANGUARD CORE PLUS BOND ETF 0.3%
Value ($000) $436 (+1.7%) Shares 5,581 (+2.4%) Est. Cost $76.21 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $22 (+46.9%) Shares 101 (+11.0%) Est. Cost $140.99 Unrealized +59.3%
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value ($000) $25 (+37.7%) Shares 395 (+41.1%) Est. Cost $47.28 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $8 (+318.5%) Shares 66 (+371.4%) Est. Cost $134.24 Unrealized +4.9%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $5 (-53.9%) Shares 18 (+50.0%) Est. Cost $372.33 Unrealized -18.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $161 (+3.9%) Shares 214 (+2.9%) Est. Cost $668.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $139 (+4.5%) Shares 276 (+4.5%) Est. Cost $468.63 Unrealized +6.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $12 (+90.0%) Shares 21 (+50.0%) Est. Cost $526.66 Unrealized +1.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $15 (+58.3%) Shares 58 (+26.1%) Est. Cost $183.91 Unrealized +30.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $18 (-21.3%) Shares 92 (+13.6%) Est. Cost $185.09 Unrealized +28.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $19 (+34.1%) Shares 342 (+25.7%) Est. Cost $44.60 Unrealized +18.1%
TMB THORNBURG MULTI SECTOR BOND ETF 0.2%
Value ($000) $345 (+1.2%) Shares 13,496 (+1.4%) Est. Cost $25.48 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $16 (+34.5%) Shares 28 (+12.0%) Est. Cost $390.18 Unrealized +42.4%
WFC WELLS FARGO & CO COM 0.0%
Value ($000) $19 (+26.4%) Shares 208 (+13.7%) Est. Cost $72.52 Unrealized +19.5%
NFLX NETFLIX INC. COM 0.0%
Value ($000) $21 (-15.8%) Shares 226 (+976.2%) Est. Cost $106.62 Unrealized +1.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $16 (+32.0%) Shares 91 (+18.2%) Est. Cost $130.96 Unrealized +27.1%
ADBE ADOBE INC COM 0.0%
Value ($000) $11 (+56.7%) Shares 30 (+57.9%) Est. Cost $408.36 Unrealized -16.7%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $21 (+20.4%) Shares 24 (+9.1%) Est. Cost $602.04 Unrealized +35.1%
BINV BRANDES INTERNATIONAL ETF 0.0%
Value ($000) $12 (+39.2%) Shares 303 (+33.5%) Est. Cost $36.80 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $13 (+33.8%) Shares 193 (+27.0%) Est. Cost $66.37 Unrealized +4.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $12 (+40.6%) Shares 20 (+17.6%) Est. Cost $523.94 Unrealized +7.9%
RTX RTX CORPORATION COM 0.0%
Value ($000) $17 (+24.7%) Shares 91 (+13.8%) Est. Cost $131.88 Unrealized +31.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $12 (+35.3%) Shares 46 (+21.1%) Est. Cost $280.57 Unrealized -11.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 (+115.0%) Shares 13 (+85.7%) Est. Cost $448.92 Unrealized -4.0%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $133 (-2.3%) Shares 7,693 (+3.4%) Est. Cost $25.96 Unrealized -32.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $21 (+15.8%) Shares 69 (+13.1%) Est. Cost $209.74 Unrealized +43.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $22 (+14.7%) Shares 126 (+17.8%) Est. Cost $102.00 Unrealized +77.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $9 (+44.4%) Shares 38 (+26.7%) Est. Cost $193.11 Unrealized +15.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 (+172.7%) Shares 21 (+162.5%) Est. Cost $192.07 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $16 (+20.6%) Shares 54 (+14.9%) Est. Cost $240.62 Unrealized +24.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $10 (+34.6%) Shares 89 (+17.1%) Est. Cost $76.61 Unrealized +35.3%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $9 (+38.1%) Shares 18 (+28.6%) Est. Cost $504.33 Unrealized -2.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $13 (+23.8%) Shares 85 (+16.4%) Est. Cost $124.13 Unrealized +19.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $23 (+12.1%) Shares 100 (+13.6%) Est. Cost $189.31 Unrealized +20.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $4 (+190.4%) Shares 47 (+193.8%) Est. Cost $82.80 Unrealized -5.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $8 (+39.8%) Shares 85 (+18.1%) Est. Cost $54.44 Unrealized +65.7%
KVUE KENVUE INC COM 0.0%
Value ($000) $3 (+1486.4%) Shares 149 (+1390.0%) Est. Cost $16.62 Unrealized -2.2%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $7 (+54.2%) Shares 22 (+29.4%) Est. Cost $269.77 Unrealized +5.8%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $73 (+3.2%) Shares 240 (+2.6%) Est. Cost $290.93 Unrealized +4.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 (+128.7%) Shares 5 (+66.7%) Est. Cost $772.23 Unrealized -12.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $3 (+252.5%) Shares 19 (+216.7%) Est. Cost $159.07 Unrealized -10.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $10 (+27.5%) Shares 11 (+10.0%) Est. Cost $662.06 Unrealized +23.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 (+26.3%) Shares 36 (+16.1%) Est. Cost $318.15 Unrealized -20.1%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $11 (+21.9%) Shares 64 (+18.5%) Est. Cost $160.77 Unrealized +6.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $6 (+52.2%) Shares 26 (+52.9%) Est. Cost $215.90 Unrealized -1.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $9 (+27.3%) Shares 24 (+14.3%) Est. Cost $294.77 Unrealized +21.1%
INTC INTEL CORP COM 0.0%
Value ($000) $9 (+26.6%) Shares 244 (+15.1%) Est. Cost $24.30 Unrealized +55.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $9 (+25.7%) Shares 75 (+13.6%) Est. Cost $98.27 Unrealized +23.0%
BX BLACKSTONE INC COM 0.0%
Value ($000) $6 (+40.3%) Shares 42 (+55.6%) Est. Cost $161.00 Unrealized -5.9%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $7 (+39.3%) Shares 32 (+33.3%) Est. Cost $149.81 Unrealized +32.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $8 (+31.2%) Shares 22 (+22.2%) Est. Cost $282.00 Unrealized +28.8%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $6 (+43.0%) Shares 26 (+23.8%) Est. Cost $230.08 Unrealized -4.6%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 (+144.3%) Shares 37 (+146.7%) Est. Cost $77.92 Unrealized -2.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $4 (+70.8%) Shares 147 (+15.7%) Est. Cost $13.05 Unrealized +79.1%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $5 (+48.3%) Shares 29 (+61.1%) Est. Cost $208.09 Unrealized -10.4%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $2 (+665.0%) Shares 24 (+700.0%) Est. Cost $87.34 Unrealized -2.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $12 (+16.8%) Shares 428 (+1.7%) Est. Cost $27.63 Unrealized -4.8%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 (+170.8%) Shares 16 (+166.7%) Est. Cost $191.21 Unrealized -17.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $3 (+108.3%) Shares 7 (+133.3%) Est. Cost $497.40 Unrealized -7.1%
RLI RLI CORP COM 0.0%
Value ($000) $2 (+270.5%) Shares 34 (+277.8%) Est. Cost $62.46 Unrealized -1.6%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $7 (+28.7%) Shares 305 (+6.3%) Est. Cost $19.08 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $9 (+21.1%) Shares 19 (+26.7%) Est. Cost $401.44 Unrealized +26.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $5 (+39.6%) Shares 182 (+46.8%) Est. Cost $35.48 Unrealized -19.6%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $2 (+228.9%) Shares 28 (+211.1%) Est. Cost $81.03 Unrealized -5.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $7 (+27.2%) Shares 23 (+15.0%) Est. Cost $283.09 Unrealized +3.3%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 (+53.7%) Shares 53 (+15.2%) Est. Cost $53.47 Unrealized +31.7%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $2 (+157.3%) Shares 6 (+200.0%) Est. Cost $477.74 Unrealized -13.3%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $14 (+11.4%) Shares 22 (+4.8%) Est. Cost $384.20 Unrealized +58.5%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $5 (+43.0%) Shares 95 (+10.5%) Est. Cost $41.40 Unrealized +4.6%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $5 (+43.4%) Shares 33 (+32.0%) Est. Cost $142.35 Unrealized -6.9%
POOL POOL CORP COM 0.0%
Value ($000) $2 (+232.1%) Shares 9 (+350.0%) Est. Cost $281.35 Unrealized -7.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $29 (-4.7%) Shares 147 (+2.8%) Est. Cost $203.14 Unrealized -4.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $7 (+25.1%) Shares 55 (+12.2%) Est. Cost $108.87 Unrealized +13.8%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $6 (+33.5%) Shares 16 (+23.1%) Est. Cost $368.80 Unrealized -8.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $12 (+12.8%) Shares 85 (+10.4%) Est. Cost $143.17 Unrealized +1.9%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $8 (+21.4%) Shares 45 (+28.6%) Est. Cost $182.41 Unrealized -6.4%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $2 (+717.8%) Shares 9 (+800.0%) Est. Cost $180.36 Unrealized -8.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $4 (+51.4%) Shares 3 (+50.0%) Est. Cost $1275.41 Unrealized +2.8%
KKR KKR & CO INC COM 0.0%
Value ($000) $5 (+34.1%) Shares 41 (+36.7%) Est. Cost $138.24 Unrealized -10.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $15 (+9.5%) Shares 110 (+1.9%) Est. Cost $126.05 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $3 (+59.0%) Shares 17 (+21.4%) Est. Cost $138.97 Unrealized +35.1%
ESS Essex Property Trust, Inc. 0.1%
Value ($000) $140 (-0.9%) Shares 535 (+1.5%) Est. Cost $281.86 Unrealized -9.1%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $5 (+38.0%) Shares 38 (+26.7%) Est. Cost $90.54 Unrealized +26.8%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $6 (+28.8%) Shares 66 (+29.4%) Est. Cost $92.49 Unrealized -9.1%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $2 (+405.3%) Shares 26 (+420.0%) Est. Cost $59.61 Unrealized -6.5%
PFE PFIZER INC COM 0.0%
Value ($000) $10 (+13.9%) Shares 401 (+16.6%) Est. Cost $23.58 Unrealized +6.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $4 (+37.6%) Shares 58 (+20.8%) Est. Cost $58.55 Unrealized +22.4%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value ($000) $4 (+44.0%) Shares 40 (+21.2%) Est. Cost $109.39 Unrealized -15.2%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $3 (+75.2%) Shares 12 (+9.1%) Est. Cost $81.94 Unrealized +136.8%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $2 (+90.3%) Shares 34 (+88.9%) Est. Cost $77.38 Unrealized -8.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $3 (+71.9%) Shares 22 (+100.0%) Est. Cost $149.96 Unrealized -13.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $2 (+153.3%) Shares 55 (+175.0%) Est. Cost $35.86 Unrealized -8.3%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $2 (+177.8%) Shares 11 (+175.0%) Est. Cost $160.36 Unrealized -3.4%
BA BOEING CO COM 0.0%
Value ($000) $10 (+13.5%) Shares 44 (+12.8%) Est. Cost $172.84 Unrealized +19.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $2 (+115.8%) Shares 27 (+125.0%) Est. Cost $75.97 Unrealized +4.9%
USB US BANCORP COM NEW 0.0%
Value ($000) $4 (+35.5%) Shares 81 (+22.7%) Est. Cost $43.95 Unrealized +10.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $6 (+24.9%) Shares 70 (+18.6%) Est. Cost $61.84 Unrealized +27.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $2 (+122.8%) Shares 28 (+133.3%) Est. Cost $70.50 Unrealized +2.8%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $3 (+60.7%) Shares 101 (+46.4%) Est. Cost $30.30 Unrealized -10.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $5 (+27.7%) Shares 27 (+8.0%) Est. Cost $142.79 Unrealized +16.7%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $4 (+32.6%) Shares 19 (+11.8%) Est. Cost $184.79 Unrealized +17.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $1 (+1297.5%) Shares 8 (+700.0%) Est. Cost $109.94 Unrealized +3.0%
DE DEERE & CO COM 0.0%
Value ($000) $7 (+17.5%) Shares 15 (+15.4%) Est. Cost $444.79 Unrealized +5.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $4 (+31.3%) Shares 15 (+7.1%) Est. Cost $239.76 Unrealized +9.1%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $1 (+381.5%) Shares 20 (+400.0%) Est. Cost $65.14 Unrealized +2.6%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $6 (+22.0%) Shares 21 (+10.5%) Est. Cost $224.69 Unrealized +11.5%
CRH CRH PLC ORD 0.0%
Value ($000) $5 (+27.6%) Shares 38 (+22.6%) Est. Cost $102.08 Unrealized +16.7%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $5 (+27.9%) Shares 16 (+23.1%) Est. Cost $257.86 Unrealized +8.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $4 (+38.9%) Shares 60 (+46.3%) Est. Cost $55.51 Unrealized +8.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $10 (-9.1%) Shares 122 (+8.9%) Est. Cost $76.65 Unrealized +17.5%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 (-26.9%) Shares 12 (+9.1%) Est. Cost $244.15 Unrealized +22.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $2 (+78.7%) Shares 22 (+83.3%) Est. Cost $103.68 Unrealized -3.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $7 (+17.2%) Shares 36 (+12.5%) Est. Cost $142.83 Unrealized +30.6%
GLW CORNING INC COM 0.0%
Value ($000) $5 (+23.8%) Shares 58 (+16.0%) Est. Cost $54.18 Unrealized +58.7%
MDB MONGODB INC CL A 0.0%
Value ($000) $3 (+62.2%) Shares 6 (+20.0%) Est. Cost $214.69 Unrealized +69.5%
AME AMETEK INC COM 0.0%
Value ($000) $2 (+63.8%) Shares 12 (+50.0%) Est. Cost $182.12 Unrealized +6.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $5 (+23.4%) Shares 15 (+25.0%) Est. Cost $289.10 Unrealized +17.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $17 (+6.0%) Shares 51 (+10.9%) Est. Cost $466.56 Unrealized -27.7%
INSM INSMED INC COM PAR USD.01 0.0%
Value ($000) $2 (+81.3%) Shares 12 (+50.0%) Est. Cost $129.88 Unrealized +40.5%
MMM 3M CO COM 0.0%
Value ($000) $4 (+25.6%) Shares 28 (+21.7%) Est. Cost $144.06 Unrealized +13.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $4 (+24.9%) Shares 39 (+21.9%) Est. Cost $100.94 Unrealized +16.6%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $3 (+46.4%) Shares 18 (+63.6%) Est. Cost $165.98 Unrealized -1.7%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $1 (+917.7%) Shares 14 (+600.0%) Est. Cost $55.61 Unrealized +3.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $9 (-8.6%) Shares 29 (+7.4%) Est. Cost $330.11 Unrealized +7.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $2 (+63.8%) Shares 16 (+60.0%) Est. Cost $156.91 Unrealized -12.8%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $5 (+20.2%) Shares 44 (+12.8%) Est. Cost $85.96 Unrealized +28.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $2 (+111.1%) Shares 9 (+125.0%) Est. Cost $189.87 Unrealized -5.3%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 (+73.1%) Shares 11 (+57.1%) Est. Cost $179.68 Unrealized -6.5%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $9 (+10.8%) Shares 13 (+18.2%) Est. Cost $360.68 Unrealized +74.7%
DOW DOW HLDGS INC COM 0.0%
Value ($000) $2 (+113.1%) Shares 69 (+109.1%) Est. Cost $25.18 Unrealized -9.5%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $2 (+54.7%) Shares 52 (+67.7%) Est. Cost $52.05 Unrealized -8.8%
KR KROGER CO COM 0.0%
Value ($000) $3 (+40.5%) Shares 47 (+51.6%) Est. Cost $62.73 Unrealized +4.0%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value ($000) $4 (+25.8%) Shares 235 (+1.7%) Est. Cost $14.21 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 (+50.6%) Shares 15 (+25.0%) Est. Cost $129.86 Unrealized +15.3%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $1 (+128.6%) Shares 13 (+116.7%) Est. Cost $97.29 Unrealized +8.1%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $6 (-12.4%) Shares 51 (+10.9%) Est. Cost $58.55 Unrealized +122.1%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $1 (+351.5%) Shares 32 (+300.0%) Est. Cost $29.53 Unrealized -0.6%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 (+65.8%) Shares 14 (+16.7%) Est. Cost $100.10 Unrealized +23.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 (+45.8%) Shares 19 (+5.6%) Est. Cost $102.51 Unrealized +14.5%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $6 (+16.1%) Shares 72 (+9.1%) Est. Cost $73.64 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $2 (+51.5%) Shares 8 (+14.3%) Est. Cost $178.04 Unrealized +38.7%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $2 (+92.1%) Shares 13 (+116.7%) Est. Cost $123.51 Unrealized +4.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 (+21.7%) Shares 31 (+14.8%) Est. Cost $126.94 Unrealized +13.2%
TER TERADYNE INC COM 0.0%
Value ($000) $2 (+54.7%) Shares 11 (+10.0%) Est. Cost $116.52 Unrealized +47.2%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $2 (+56.6%) Shares 30 (+20.0%) Est. Cost $51.97 Unrealized +23.3%
S SENTINELONE INC CL A 0.0%
Value ($000) $1 (+607.3%) Shares 58 (+728.6%) Est. Cost $16.56 Unrealized -1.1%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $3 (+42.5%) Shares 11 (+37.5%) Est. Cost $194.00 Unrealized +19.2%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $3 (+41.5%) Shares 83 (+33.9%) Est. Cost $25.31 Unrealized +10.2%
TGT TARGET CORP COM 0.0%
Value ($000) $2 (+43.4%) Shares 25 (+31.6%) Est. Cost $115.95 Unrealized -21.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $1 (+146.4%) Shares 17 (+112.5%) Est. Cost $58.47 Unrealized +11.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $2 (+86.1%) Shares 24 (+84.6%) Est. Cost $73.47 Unrealized -10.7%
UDR UDR INC COM 0.0%
Value ($000) $1 (+279.3%) Shares 27 (+285.7%) Est. Cost $37.24 Unrealized -4.6%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $1 (+749.5%) Shares 8 (+700.0%) Est. Cost $97.00 Unrealized +0.4%
AOS SMITH A O CORP COM 0.0%
Value ($000) $2 (+82.2%) Shares 24 (+100.0%) Est. Cost $66.98 Unrealized +0.7%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $2 (+63.5%) Shares 14 (+27.3%) Est. Cost $92.62 Unrealized +20.4%
DBX DROPBOX INC CL A 0.0%
Value ($000) $1 (+589.3%) Shares 30 (+650.0%) Est. Cost $29.06 Unrealized +0.2%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $2 (+55.8%) Shares 18 (+50.0%) Est. Cost $99.21 Unrealized +11.5%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $1 (+111.7%) Shares 40 (+110.5%) Est. Cost $35.02 Unrealized -3.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $2 (+75.0%) Shares 6 (+50.0%) Est. Cost $161.22 Unrealized +60.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $4 (+20.6%) Shares 31 (+19.2%) Est. Cost $124.34 Unrealized +6.5%
TRU TRANSUNION COM 0.0%
Value ($000) $1 (+138.8%) Shares 14 (+133.3%) Est. Cost $88.63 Unrealized -7.4%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $2 (+57.8%) Shares 11 (+10.0%) Est. Cost $63.84 Unrealized +137.4%
WY WEYERHAEUSER CO COM NEW 0.0%
Value ($000) $2 (+69.6%) Shares 71 (+77.5%) Est. Cost $24.99 Unrealized -8.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $6 (-10.1%) Shares 27 (+8.0%) Est. Cost $190.96 Unrealized +22.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $3 (+31.6%) Shares 26 (+18.2%) Est. Cost $97.25 Unrealized +4.1%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $5 (+15.4%) Shares 698 (+5.6%) Est. Cost $6.34 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $1 (+596.4%) Shares 22 (+633.3%) Est. Cost $39.97 Unrealized -3.2%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $1 (+159.3%) Shares 11 (+175.0%) Est. Cost $99.29 Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value ($000) $2 (+66.8%) Shares 42 (+20.0%) Est. Cost $25.59 Unrealized +38.9%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 (+71.6%) Shares 246 (+27.5%) Est. Cost $5.30 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $6 (+11.6%) Shares 112 (+4.7%) Est. Cost $51.14 Unrealized
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $1 (+140.5%) Shares 80 (+142.4%) Est. Cost $14.08 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $3 (+34.5%) Shares 159 (+26.2%) Est. Cost $15.77 Unrealized +1.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $7 (+9.9%) Shares 31 (+19.2%) Est. Cost $233.53 Unrealized -9.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $5 (+13.9%) Shares 32 (+18.5%) Est. Cost $162.17 Unrealized -3.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 (+45.6%) Shares 24 (+33.3%) Est. Cost $79.31 Unrealized -1.8%
DAL DELTA AIR LINES INC COM NEW 0.0%
Value ($000) $1 (+107.7%) Shares 17 (+70.0%) Est. Cost $57.51 Unrealized +8.6%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $2 (+58.6%) Shares 5 (+66.7%) Est. Cost $313.08 Unrealized +4.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $8 (+8.5%) Shares 115 (+9.5%) Est. Cost $60.47 Unrealized +6.7%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $2 (+61.7%) Shares 35 (+40.0%) Est. Cost $36.62 Unrealized +11.4%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $1 (+1182.4%) Shares 15 (+1400.0%) Est. Cost $46.79 Unrealized -0.8%
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 (+217.2%) Shares 7 (+250.0%) Est. Cost $145.00 Unrealized -10.8%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $2 (+31.6%) Shares 7 (+16.7%) Est. Cost $258.39 Unrealized +31.6%
BLK BLACKROCK INC COM 0.0%
Value ($000) $6 (+10.2%) Shares 6 (+20.0%) Est. Cost $997.78 Unrealized +9.2%
MSCI MSCI INC COM 0.0%
Value ($000) $2 (+34.8%) Shares 4 (+33.3%) Est. Cost $571.72 Unrealized -2.1%
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value ($000) $1 (+231.9%) Shares 3 (+200.0%) Est. Cost $260.59 Unrealized +1.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $1 (+180.1%) Shares 9 (+200.0%) Est. Cost $105.85 Unrealized -4.7%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $1 (+434.1%) Shares 17 (+466.7%) Est. Cost $44.30 Unrealized -5.2%
HD HOME DEPOT INC COM 0.0%
Value ($000) $19 (-2.9%) Shares 56 (+14.3%) Est. Cost $373.71 Unrealized -2.4%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1 (+89.1%) Shares 6 (+100.0%) Est. Cost $200.52 Unrealized +0.9%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $3 (+28.1%) Shares 49 (+16.7%) Est. Cost $53.83 Unrealized -4.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $1 (+165.3%) Shares 62 (+244.4%) Est. Cost $18.45 Unrealized -10.9%
EQH EQUITABLE HLDGS INC COM 0.0%
Value ($000) $2 (+39.1%) Shares 43 (+48.3%) Est. Cost $49.03 Unrealized -3.6%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $2 (+54.9%) Shares 8 (+33.3%) Est. Cost $167.55 Unrealized +10.8%
COHR COHERENT CORP COM 0.0%
Value ($000) $1 (+105.4%) Shares 6 (+20.0%) Est. Cost $100.31 Unrealized +49.1%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 (+37.6%) Shares 24 (+26.3%) Est. Cost $76.42 Unrealized +4.3%
TOST TOAST INC CL A 0.0%
Value ($000) $1 (+152.9%) Shares 26 (+160.0%) Est. Cost $36.33 Unrealized -0.8%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2 (+30.1%) Shares 23 (+9.5%) Est. Cost $75.70 Unrealized +27.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $2 (+30.5%) Shares 191 (+3.8%) Est. Cost $9.50 Unrealized +12.8%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 (-37.5%) Shares 23 (+21.1%) Est. Cost $33.54 Unrealized +11.5%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $1 (+623.9%) Shares 15 (+650.0%) Est. Cost $41.36 Unrealized -1.2%
APG API GROUP CORP COM STK 0.0%
Value ($000) $1 (+531.1%) Shares 17 (+466.7%) Est. Cost $36.61 Unrealized +1.0%
TS TENARIS S A SPONSORED ADS 0.0%
Value ($000) $1 (+511.2%) Shares 17 (+466.7%) Est. Cost $38.27 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $1 (+280.2%) Shares 52 (+246.7%) Est. Cost $13.74 Unrealized -2.2%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $3 (+23.0%) Shares 31 (+24.0%) Est. Cost $81.00 Unrealized +16.7%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $3 (+22.5%) Shares 18 (+20.0%) Est. Cost $138.29 Unrealized +13.7%
WAB WABTEC COM 0.0%
Value ($000) $2 (+33.1%) Shares 10 (+25.0%) Est. Cost $195.27 Unrealized +5.2%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $2 (+46.6%) Shares 3 (+50.0%) Est. Cost $464.95 Unrealized +18.2%
VTR VENTAS INC COM 0.0%
Value ($000) $2 (+39.6%) Shares 24 (+26.3%) Est. Cost $64.60 Unrealized +16.1%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1 (+615.3%) Shares 7 (+600.0%) Est. Cost $96.70 Unrealized +8.7%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $2 (+27.2%) Shares 3 (+50.0%) Est. Cost $779.10 Unrealized +11.3%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $1 (+406.3%) Shares 60 (+361.5%) Est. Cost $10.32 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value ($000) $1 (+518.4%) Shares 14 (+600.0%) Est. Cost $45.94 Unrealized -3.2%
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $14 (+3.7%) Shares 94 (+5.6%) Est. Cost $149.02 Unrealized +1.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $4 (+15.9%) Shares 19 (+11.8%) Est. Cost $201.17 Unrealized -5.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $5 (+11.0%) Shares 27 (+12.5%) Est. Cost $165.93 Unrealized +8.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $2 (+33.0%) Shares 4 (+33.3%) Est. Cost $510.34 Unrealized -7.2%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $3 (+23.1%) Shares 63 (+6.8%) Est. Cost $39.58 Unrealized -5.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $3 (+17.5%) Shares 11 (+22.2%) Est. Cost $241.13 Unrealized +19.6%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $1 (+67.2%) Shares 109 (+43.4%) Est. Cost $10.03 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $1 (+48.6%) Shares 10 (+25.0%) Est. Cost $116.24 Unrealized +13.9%
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value ($000) $2 (+33.3%) Shares 22 (+10.0%) Est. Cost $37.81 Unrealized +105.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 (+67.0%) Shares 3 (+50.0%) Est. Cost $308.85 Unrealized +21.5%
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $1 (+821.1%) Shares 16 (+1500.0%) Est. Cost $42.20 Unrealized -0.5%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 (+42.1%) Shares 6 (+20.0%) Est. Cost $204.36 Unrealized +23.4%
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value ($000) $5 (+10.6%) Shares 172 (+3.0%) Est. Cost $24.64 Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $3 (+21.7%) Shares 36 (+5.9%) Est. Cost $47.46 Unrealized +34.4%
EFX EQUIFAX INC COM 0.0%
Value ($000) $2 (+35.3%) Shares 8 (+60.0%) Est. Cost $244.05 Unrealized -10.4%
STT STATE STR CORP COM 0.0%
Value ($000) $2 (+26.0%) Shares 17 (+13.3%) Est. Cost $97.51 Unrealized +22.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $3 (+21.1%) Shares 23 (+4.5%) Est. Cost $79.18 Unrealized +27.6%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 (+51.2%) Shares 20 (+25.0%) Est. Cost $49.98 Unrealized +22.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $3 (+15.2%) Shares 22 (+15.8%) Est. Cost $140.54 Unrealized +5.1%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $1 (+81.0%) Shares 5 (+25.0%) Est. Cost $144.18 Unrealized +19.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1 (+76.2%) Shares 12 (+50.0%) Est. Cost $68.70 Unrealized +11.1%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 (+84.8%) Shares 61 (+35.6%) Est. Cost $14.35 Unrealized -6.0%
RRC RANGE RES CORP COM 0.0%
Value ($000) $2 (+36.0%) Shares 45 (+45.2%) Est. Cost $35.09 Unrealized +6.2%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value ($000) $1 (+49.2%) Shares 9 (+28.6%) Est. Cost $123.63 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1 (+89.1%) Shares 13 (+85.7%) Est. Cost $69.23 Unrealized -4.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $1 (+149.1%) Shares 5 (+150.0%) Est. Cost $140.23 Unrealized -5.2%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $1 (+140.1%) Shares 15 (+114.3%) Est. Cost $44.70 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $2 (+22.4%) Shares 28 (+27.3%) Est. Cost $82.15 Unrealized -1.3%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $10 (-3.9%) Shares 78 (+1.3%) Est. Cost $120.99 Unrealized +10.8%
F FORD MTR CO COM 0.0%
Value ($000) $4 (+13.0%) Shares 270 (+3.1%) Est. Cost $9.68 Unrealized +32.5%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $1 (+102.5%) Shares 5 (+66.7%) Est. Cost $121.84 Unrealized +20.9%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $0 (+439.1%) Shares 19 (+533.3%) Est. Cost $26.76 Unrealized -2.0%
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $1 (+61.5%) Shares 36 (+38.5%) Est. Cost $26.12 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $4 (+11.1%) Shares 36 (+12.5%) Est. Cost $105.57 Unrealized +4.0%
BALL BALL CORP COM 0.0%
Value ($000) $1 (+86.8%) Shares 16 (+77.8%) Est. Cost $51.42 Unrealized -4.5%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $4 (+11.7%) Shares 141 (+12.8%) Est. Cost $15.50 Unrealized +79.8%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $1 (+35.1%) Shares 10 (+11.1%) Est. Cost $115.05 Unrealized +17.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 (+26.8%) Shares 27 (+28.6%) Est. Cost $73.91 Unrealized -12.5%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $4 (+11.2%) Shares 44 (+10.0%) Est. Cost $73.12 Unrealized +19.6%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $3 (+13.3%) Shares 33 (+3.1%) Est. Cost $79.70 Unrealized +12.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $4 (+11.4%) Shares 46 (+17.9%) Est. Cost $92.70 Unrealized -10.5%
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value ($000) $1 (+34.4%) Shares 32 (+6.7%) Est. Cost $34.90 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $1 (+64.5%) Shares 12 (+71.4%) Est. Cost $88.93 Unrealized -11.2%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $3 (+15.4%) Shares 47 (+20.5%) Est. Cost $55.06 Unrealized +8.5%
INTU INTUIT COM 0.0%
Value ($000) $11 (+3.5%) Shares 16 (+6.7%) Est. Cost $652.20 Unrealized +1.3%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $1 (+188.8%) Shares 6 (+200.0%) Est. Cost $96.74 Unrealized -5.1%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $1 (+111.0%) Shares 28 (+100.0%) Est. Cost $21.11 Unrealized +5.1%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $3 (+13.7%) Shares 18 (+5.9%) Est. Cost $118.21 Unrealized +46.8%
EQT EQT CORP COM 0.0%
Value ($000) $2 (+20.7%) Shares 38 (+22.6%) Est. Cost $47.39 Unrealized +18.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $3 (+15.4%) Shares 56 (+9.8%) Est. Cost $42.19 Unrealized +3.5%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $2 (+26.2%) Shares 34 (+17.2%) Est. Cost $41.99 Unrealized +9.1%
SNA SNAP ON INC COM 0.0%
Value ($000) $1 (+32.5%) Shares 4 (+33.3%) Est. Cost $320.22 Unrealized +6.3%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $1 (+142.6%) Shares 11 (+83.3%) Est. Cost $49.42 Unrealized -5.4%
NYT NEW YORK TIMES CO MTN BE CL A 0.0%
Value ($000) $1 (+117.8%) Shares 9 (+80.0%) Est. Cost $58.97 Unrealized +4.8%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $2 (+23.1%) Shares 4 (+33.3%) Est. Cost $454.75 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 (+18.3%) Shares 214 (+4.9%) Est. Cost $9.53 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 (+33.1%) Shares 21 (+61.5%) Est. Cost $76.00 Unrealized -8.6%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $1 (+33.0%) Shares 6 (+20.0%) Est. Cost $159.28 Unrealized +24.5%
CME CME GROUP INC COM 0.0%
Value ($000) $5 (+6.4%) Shares 20 (+5.3%) Est. Cost $239.27 Unrealized +13.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $7 (+5.1%) Shares 29 (+7.4%) Est. Cost $226.13 Unrealized +0.5%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $1 (+126.7%) Shares 2 (+100.0%) Est. Cost $266.59 Unrealized +1.8%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $2 (+25.5%) Shares 22 (+4.8%) Est. Cost $59.98 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value ($000) $0 (+540.7%) Shares 6 (+500.0%) Est. Cost $58.70 Unrealized +1.1%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 (+9.9%) Shares 17 (+13.3%) Est. Cost $193.83 Unrealized +5.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $9 (-3.5%) Shares 58 (+480.0%) Est. Cost $175.94 Unrealized -2.5%
JBL JABIL INC COM 0.0%
Value ($000) $2 (+18.1%) Shares 9 (+12.5%) Est. Cost $154.31 Unrealized +38.2%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $1 (+39.9%) Shares 4 (+33.3%) Est. Cost $285.85 Unrealized -4.3%
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value ($000) $4 (+9.4%) Shares 56 (+1.8%) Est. Cost $62.94 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $2 (+22.7%) Shares 38 (+26.7%) Est. Cost $40.82 Unrealized +11.4%
TPR TAPESTRY INC COM 0.0%
Value ($000) $2 (+22.2%) Shares 13 (+8.3%) Est. Cost $78.08 Unrealized +46.0%
CSX CSX CORP COM 0.0%
Value ($000) $4 (+8.0%) Shares 110 (+5.8%) Est. Cost $32.09 Unrealized +11.3%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $1 (+43.8%) Shares 13 (+44.4%) Est. Cost $66.02 Unrealized +9.9%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $0 (+317.6%) Shares 5 (+400.0%) Est. Cost $78.30 Unrealized +4.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $3 (+12.5%) Shares 107 (+15.1%) Est. Cost $20.20 Unrealized +16.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $9 (+3.1%) Shares 82 (+3.8%) Est. Cost $104.25 Unrealized +5.1%
STE STERIS PLC SHS USD 0.0%
Value ($000) $1 (+28.1%) Shares 5 (+25.0%) Est. Cost $229.13 Unrealized +9.6%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $0 (+305.5%) Shares 17 (+183.3%) Est. Cost $16.82 Unrealized +17.3%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $3 (+11.2%) Shares 18 (+5.9%) Est. Cost $143.08 Unrealized +2.8%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $1 (+36.4%) Shares 4 (+33.3%) Est. Cost $219.92 Unrealized +13.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $2 (-13.5%) Shares 101 (+3.1%) Est. Cost $18.06 Unrealized -3.3%
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $1 (+98.8%) Shares 2 (+100.0%) Est. Cost $228.48 Unrealized +8.1%
PPL PPL CORP COM 0.0%
Value ($000) $1 (+21.6%) Shares 40 (+29.0%) Est. Cost $33.34 Unrealized +7.5%
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value ($000) $1 (+32.2%) Shares 5 (+25.0%) Est. Cost $194.86 Unrealized -0.8%
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $0 (+176.3%) Shares 9 (+200.0%) Est. Cost $44.66 Unrealized -0.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $1 (+21.4%) Shares 8 (+33.3%) Est. Cost $164.15 Unrealized +10.9%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 (+8.0%) Shares 16 (+6.7%) Est. Cost $154.25 Unrealized +30.8%
CPNG COUPANG INC CL A 0.0%
Value ($000) $1 (-20.6%) Shares 39 (+8.3%) Est. Cost $30.09 Unrealized -5.5%
HUM HUMANA INC COM 0.0%
Value ($000) $2 (+18.1%) Shares 6 (+20.0%) Est. Cost $260.00 Unrealized +0.5%
CRBG COREBRIDGE FINL INC COM 0.0%
Value ($000) $1 (+38.8%) Shares 28 (+47.4%) Est. Cost $30.63 Unrealized -0.3%
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $1 (+40.0%) Shares 11 (+37.5%) Est. Cost $61.75 Unrealized +16.6%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $5 (+4.7%) Shares 11 (+10.0%) Est. Cost $509.90 Unrealized -12.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $5 (+5.2%) Shares 40 (+11.1%) Est. Cost $111.91 Unrealized +8.6%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $1 (+38.0%) Shares 4 (+33.3%) Est. Cost $184.59 Unrealized +5.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2 (-9.1%) Shares 14 (+7.7%) Est. Cost $150.64 Unrealized +23.7%
TKR TIMKEN CO COM 0.0%
Value ($000) $1 (+18.9%) Shares 17 (+6.3%) Est. Cost $72.46 Unrealized +9.8%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 (+21.2%) Shares 49 (+8.9%) Est. Cost $23.98 Unrealized +4.7%
ZS ZSCALER INC COM 0.0%
Value ($000) $2 (-12.5%) Shares 7 (+16.7%) Est. Cost $207.86 Unrealized +35.8%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $1 (+35.2%) Shares 3 (+50.0%) Est. Cost $336.65 Unrealized -11.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 (+12.7%) Shares 12 (+9.1%) Est. Cost $143.75 Unrealized +12.2%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $3 (-6.2%) Shares 17 (+13.3%) Est. Cost $218.24 Unrealized -3.8%
SRE SEMPRA COM 0.0%
Value ($000) $3 (+9.1%) Shares 30 (+11.1%) Est. Cost $77.60 Unrealized +16.7%
PODD INSULET CORP COM 0.0%
Value ($000) $1 (+22.8%) Shares 4 (+33.3%) Est. Cost $274.09 Unrealized +14.1%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $1 (+64.6%) Shares 9 (+50.0%) Est. Cost $62.88 Unrealized -13.4%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 (+52.9%) Shares 3 (+50.0%) Est. Cost $191.46 Unrealized -0.7%
IEX IDEX CORP COM 0.0%
Value ($000) $1 (+63.8%) Shares 3 (+50.0%) Est. Cost $178.37 Unrealized -4.3%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $2 (+15.8%) Shares 67 (+3.1%) Est. Cost $11.99 Unrealized +81.5%
IONQ IONQ INC COM 0.0%
Value ($000) $0 (+333.9%) Shares 6 (+500.0%) Est. Cost $54.53 Unrealized +2.8%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $2 (+10.6%) Shares 29 (+20.8%) Est. Cost $68.26 Unrealized +14.7%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $2 (+10.2%) Shares 16 (+6.7%) Est. Cost $121.34 Unrealized +8.4%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $0 (+404.0%) Shares 5 (+400.0%) Est. Cost $46.70 Unrealized -1.0%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $3 (+8.2%) Shares 12 (+9.1%) Est. Cost $196.93 Unrealized +20.8%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $1 (+16.2%) Shares 21 (+31.3%) Est. Cost $77.18 Unrealized -6.2%
XPO XPO INC COM 0.0%
Value ($000) $1 (+16.9%) Shares 10 (+11.1%) Est. Cost $118.64 Unrealized +14.8%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $2 (+12.9%) Shares 8 (+33.3%) Est. Cost $259.77 Unrealized -13.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $3 (+8.1%) Shares 9 (+12.5%) Est. Cost $255.63 Unrealized +12.9%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $0 (+95.6%) Shares 2 (+100.0%) Est. Cost $175.85 Unrealized +14.9%
AN AUTONATION INC COM 0.0%
Value ($000) $0 (+88.6%) Shares 2 (+100.0%) Est. Cost $193.22 Unrealized +7.7%
EIX EDISON INTL COM 0.0%
Value ($000) $2 (+12.5%) Shares 29 (+3.6%) Est. Cost $57.04 Unrealized +0.5%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $1 (+15.9%) Shares 36 (+5.9%) Est. Cost $31.31 Unrealized +21.8%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $1 (+17.2%) Shares 17 (+6.3%) Est. Cost $65.37 Unrealized +11.8%
DCI DONALDSON INC COM 0.0%
Value ($000) $1 (+16.1%) Shares 15 (+7.1%) Est. Cost $69.27 Unrealized +24.8%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $2 (+9.1%) Shares 16 (+14.3%) Est. Cost $137.53 Unrealized +14.9%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $1 (+13.3%) Shares 39 (+14.7%) Est. Cost $33.65 Unrealized +15.5%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 (-23.9%) Shares 23 (+9.5%) Est. Cost $27.10 Unrealized -1.3%
AA ALCOA CORP COM 0.0%
Value ($000) $0 (+168.7%) Shares 5 (+66.7%) Est. Cost $40.95 Unrealized -0.2%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 (+28.9%) Shares 4 (+33.3%) Est. Cost $179.99 Unrealized +1.2%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $1 (+20.8%) Shares 14 (+27.3%) Est. Cost $78.22 Unrealized -11.6%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $1 (+17.9%) Shares 8 (+33.3%) Est. Cost $134.52 Unrealized +8.8%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $3 (+4.8%) Shares 59 (+20.4%) Est. Cost $74.66 Unrealized -13.1%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value ($000) $1 (+17.6%) Shares 22 (+10.0%) Est. Cost $36.06 Unrealized +22.7%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $1 (+12.7%) Shares 8 (+33.3%) Est. Cost $216.28 Unrealized -15.5%
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR 0.0%
Value ($000) $1 (+42.0%) Shares 22 (+57.1%) Est. Cost $26.02 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $1 (+17.5%) Shares 10 (+25.0%) Est. Cost $100.94 Unrealized +5.7%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $1 (+23.4%) Shares 9 (+12.5%) Est. Cost $79.79 Unrealized +15.1%
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value ($000) $1 (+30.6%) Shares 7 (+40.0%) Est. Cost $91.95 Unrealized +0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $3 (+4.7%) Shares 75 (+11.9%) Est. Cost $41.79 Unrealized +13.3%
UNM UNUM GROUP COM 0.0%
Value ($000) $1 (+17.8%) Shares 13 (+18.2%) Est. Cost $72.41 Unrealized +5.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $1 (+13.5%) Shares 7 (+16.7%) Est. Cost $169.37 Unrealized +7.5%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value ($000) $0 (+56.8%) Shares 13 (+62.5%) Est. Cost $32.80 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $1 (+40.7%) Shares 3 (+50.0%) Est. Cost $169.51 Unrealized +10.6%
ATI ATI INC COM 0.0%
Value ($000) $0 (+184.0%) Shares 2 (+100.0%) Est. Cost $82.95 Unrealized +17.5%
DHI D R HORTON INC COM 0.0%
Value ($000) $3 (+5.0%) Shares 21 (+23.5%) Est. Cost $131.63 Unrealized +15.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $2 (+10.5%) Shares 9 (+12.5%) Est. Cost $149.58 Unrealized +15.2%
NTAP NETAPP INC COM 0.0%
Value ($000) $2 (-5.5%) Shares 23 (+4.5%) Est. Cost $109.08 Unrealized +4.2%
PTC PTC INC COM 0.0%
Value ($000) $2 (-6.4%) Shares 12 (+9.1%) Est. Cost $184.57 Unrealized +0.7%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1 (+12.3%) Shares 8 (+14.3%) Est. Cost $111.80 Unrealized +47.9%
XYZ BLOCK INC CL A 0.0%
Value ($000) $2 (+7.4%) Shares 31 (+19.2%) Est. Cost $64.61 Unrealized +6.8%
ITT ITT INC COM 0.0%
Value ($000) $1 (+11.0%) Shares 8 (+14.3%) Est. Cost $147.60 Unrealized +21.4%
T AT&T INC COM 0.0%
Value ($000) $9 (-1.4%) Shares 380 (+12.1%) Est. Cost $23.84 Unrealized +6.1%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 (+12.3%) Shares 12 (+20.0%) Est. Cost $101.47 Unrealized -0.4%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $1 (+21.8%) Shares 4 (+33.3%) Est. Cost $181.26 Unrealized +3.3%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $1 (+25.1%) Shares 8 (+33.3%) Est. Cost $80.84 Unrealized -1.1%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $0 (+120.2%) Shares 3 (+50.0%) Est. Cost $54.40 Unrealized +20.7%
MSA MSA SAFETY INC COM 0.0%
Value ($000) $1 (+24.2%) Shares 4 (+33.3%) Est. Cost $158.05 Unrealized +3.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $5 (-2.5%) Shares 53 (+15.2%) Est. Cost $91.78 Unrealized +6.4%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $0 (+173.2%) Shares 6 (+200.0%) Est. Cost $32.60 Unrealized +0.8%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $2 (-5.3%) Shares 21 (+16.7%) Est. Cost $127.85 Unrealized -15.2%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $4 (-2.6%) Shares 107 (+15.1%) Est. Cost $48.95 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $29 (-0.4%) Shares 743 (+2.6%) Est. Cost $41.57 Unrealized -6.8%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $4 (-3.0%) Shares 19 (+5.6%) Est. Cost $132.74 Unrealized +59.4%
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $0 (+30.7%) Shares 4 (+33.3%) Est. Cost $100.55 Unrealized +17.0%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value ($000) $1 (-12.7%) Shares 158 (+5.3%) Est. Cost $5.09 Unrealized +8.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $2 (+6.6%) Shares 29 (+7.4%) Est. Cost $56.61 Unrealized +8.4%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $2 (+7.8%) Shares 6 (+20.0%) Est. Cost $295.26 Unrealized -6.1%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $1 (+16.4%) Shares 18 (+28.6%) Est. Cost $41.21 Unrealized +5.7%
MAT MATTEL INC COM 0.0%
Value ($000) $0 (+70.9%) Shares 13 (+44.4%) Est. Cost $18.76 Unrealized +2.9%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 (+4.6%) Shares 6 (+20.0%) Est. Cost $297.49 Unrealized +48.8%
STAG STAG INDUSTRIAL INC COM 0.0%
Value ($000) $1 (+13.7%) Shares 24 (+9.1%) Est. Cost $35.11 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $6 (+1.8%) Shares 30 (+20.0%) Est. Cost $229.61 Unrealized -8.0%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $2 (-6.3%) Shares 33 (+6.5%) Est. Cost $36.33 Unrealized +41.2%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $2 (-5.9%) Shares 8 (+14.3%) Est. Cost $203.52 Unrealized +6.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $2 (+6.9%) Shares 15 (+7.1%) Est. Cost $101.42 Unrealized +0.8%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $9 (+1.1%) Shares 349 (+13.7%) Est. Cost $27.41 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $1 (+15.4%) Shares 12 (+9.1%) Est. Cost $64.84 Unrealized -6.4%
ESNT ESSENT GROUP LTD COM 0.0%
Value ($000) $1 (+9.6%) Shares 15 (+7.1%) Est. Cost $60.85 Unrealized +2.0%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $1 (+15.0%) Shares 24 (+20.0%) Est. Cost $28.54 Unrealized -5.9%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $1 (-6.7%) Shares 11 (+10.0%) Est. Cost $127.88 Unrealized -12.1%
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $0 (+26.6%) Shares 4 (+33.3%) Est. Cost $95.49 Unrealized -3.8%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $1 (+12.8%) Shares 25 (+19.0%) Est. Cost $30.69 Unrealized -9.9%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 (+5.4%) Shares 86 (+1.2%) Est. Cost $15.03 Unrealized +12.7%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 (+101.4%) Shares 2 (+100.0%) Est. Cost $62.07 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 (+21.7%) Shares 11 (+37.5%) Est. Cost $36.92 Unrealized +3.7%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $3 (+2.3%) Shares 13 (+8.3%) Est. Cost $247.27 Unrealized +0.1%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $5 (+1.3%) Shares 25 (+4.2%) Est. Cost $171.77 Unrealized +42.1%
DAYFORCE INC COM 0.0%
Value ($000) $0 (+17.2%) Shares 7 (+16.7%) Est. Cost $71.96 Unrealized -4.4%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $2 (+4.9%) Shares 13 (+18.2%) Est. Cost $124.32 Unrealized -1.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $6 (-1.2%) Shares 15 (+7.1%) Est. Cost $371.45 Unrealized +11.3%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $1 (+5.3%) Shares 15 (+15.4%) Est. Cost $100.80 Unrealized -6.2%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $1 (+10.0%) Shares 11 (+37.5%) Est. Cost $62.56 Unrealized +33.5%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 (-5.6%) Shares 50 (+4.2%) Est. Cost $21.26 Unrealized -0.7%
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value ($000) $1 (+4.2%) Shares 24 (+4.3%) Est. Cost $61.19 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $0 (+47.5%) Shares 4 (+33.3%) Est. Cost $38.00 Unrealized +7.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $1 (+5.6%) Shares 9 (+12.5%) Est. Cost $88.86 Unrealized +39.1%
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $0 (+14.5%) Shares 3 (+50.0%) Est. Cost $225.69 Unrealized -25.4%
FISV FISERV INC COM 0.0%
Value ($000) $2 (-2.7%) Shares 28 (+86.7%) Est. Cost $144.22 Unrealized -41.8%
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 (+6.5%) Shares 215 (+33.5%) Est. Cost $4.87 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $1 (+7.1%) Shares 28 (+16.7%) Est. Cost $28.91 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $2 (-2.3%) Shares 23 (+15.0%) Est. Cost $107.62 Unrealized -22.5%
AEE AMEREN CORP COM 0.0%
Value ($000) $1 (+3.0%) Shares 14 (+7.7%) Est. Cost $92.44 Unrealized +10.3%
AES AES CORP COM 0.0%
Value ($000) $0 (+13.8%) Shares 23 (+4.5%) Est. Cost $12.12 Unrealized +15.8%
O REALTY INCOME CORP COM 0.0%
Value ($000) $4 (+0.9%) Shares 74 (+8.8%) Est. Cost $53.81 Unrealized +6.6%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $2 (+2.0%) Shares 7 (+16.7%) Est. Cost $244.32 Unrealized +8.5%
BXP Boston Properties Inc. 0.0%
Value ($000) $0 (+8.9%) Shares 6 (+20.0%) Est. Cost $75.29 Unrealized -6.5%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $3 (-1.1%) Shares 5 (+25.0%) Est. Cost $594.82 Unrealized +4.3%
JEF JEFFERIES FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 (+5.3%) Shares 10 (+11.1%) Est. Cost $65.24 Unrealized -13.1%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $2 (+1.7%) Shares 20 (+25.0%) Est. Cost $98.53 Unrealized -5.8%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $2 (-1.1%) Shares 17 (+13.3%) Est. Cost $135.00 Unrealized +6.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $3 (+0.9%) Shares 19 (+5.6%) Est. Cost $130.22 Unrealized +29.6%
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $1 (+2.0%) Shares 7 (+16.7%) Est. Cost $195.73 Unrealized +13.0%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $0 (+19.1%) Shares 3 (+50.0%) Est. Cost $34.96 Unrealized +44.1%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $1 (+2.3%) Shares 17 (+13.3%) Est. Cost $55.37 Unrealized -1.1%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $2 (-0.8%) Shares 40 (+5.3%) Est. Cost $47.06 Unrealized +19.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $2 (+1.2%) Shares 18 (+5.9%) Est. Cost $96.45 Unrealized -7.5%
MAS MASCO CORP COM 0.0%
Value ($000) $1 (-1.2%) Shares 23 (+9.5%) Est. Cost $71.67 Unrealized -9.6%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1 (-1.4%) Shares 42 (+2.4%) Est. Cost $31.58 Unrealized -11.4%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $1 (+1.2%) Shares 21 (+10.5%) Est. Cost $61.61 Unrealized -11.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $1 (+0.4%) Shares 24 (+4.3%) Est. Cost $50.97 Unrealized +16.7%
GME GAMESTOP CORP CL A 0.0%
Value ($000) $0 (-2.0%) Shares 12 (+33.3%) Est. Cost $25.25 Unrealized -11.1%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $1 (-0.3%) Shares 28 (+3.7%) Est. Cost $38.08 Unrealized +3.3%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $2 (0.0%) Shares 44 (+2.3%) Est. Cost $40.38 Unrealized +13.3%

Exited Positions (39)

ADVERUM BIOTECHNOLOGIES INC COM NEW 5.9%
Value ($000) $9,413 Shares 2,077,946 Est. Cost $4.07 Unrealized
NETFLIX INC. COM 3.0%
Value ($000) $4,796 Shares 4,000 Est. Cost Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $95 Shares 1,859 Est. Cost $50.63 Unrealized
ISHARES SILVER TRUST 0.1%
Value ($000) $85 Shares 2,000 Est. Cost Unrealized
TFIN TRIUMPH FINANCIAL INC COM 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $93.02 Unrealized -39.8%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $40 Shares 330 Est. Cost $202.86 Unrealized -40.4%
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $38 Shares 476 Est. Cost $76.80 Unrealized +6.2%
BLOX NICHOLAS CRYPTO INCOME ETF 0.0%
Value ($000) $31 Shares 1,290 Est. Cost $24.31 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $29 Shares 166 Est. Cost $257.54 Unrealized -34.2%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $26 Shares 810 Est. Cost $31.51 Unrealized
RAL RALLIANT CORP COM 0.0%
Value ($000) $25 Shares 572 Est. Cost $49.24 Unrealized -4.8%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $6 Shares 99 Est. Cost $60.38 Unrealized
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value ($000) $4 Shares 221 Est. Cost $23.95 Unrealized -16.3%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $2 Shares 743 Est. Cost $4.15 Unrealized -6.5%
KELLANOVA COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.77 Unrealized +4.9%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $66.89 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.57 Unrealized -7.3%
DVA DAVITA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $140.80 Unrealized -13.6%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $0 Shares 19 Est. Cost $27.67 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $36.06 Unrealized -37.7%
PINS PINTEREST INC CL A 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.26 Unrealized -20.6%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $394.84 Unrealized -2.9%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.42 Unrealized -5.2%
DUOL DUOLINGO INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $342.01 Unrealized -31.1%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.71 Unrealized -16.3%
CNM CORE & MAIN INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.61 Unrealized -9.4%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.59 Unrealized +1.5%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $139.89 Unrealized -6.2%
IDA IDACORP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.84 Unrealized +5.0%
ACHC ACADIA HEALTHCARE COMPANY INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $22.31 Unrealized -15.2%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.00 Unrealized
TXNM TXNM ENERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.75 Unrealized +1.7%
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $120.61 Unrealized -5.2%
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.88 Unrealized -8.7%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.62 Unrealized -4.7%
DRS LEONARDO DRS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.92 Unrealized -7.7%
PPC PILGRIMS PRIDE CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.36 Unrealized -15.2%
GLIBK GCI LIBERTY INC COM SER C 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.27 Unrealized -0.5%
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.27 Unrealized -27.0%

Decreased Positions (237)

SCHD SCHWAB US DIVIDEND EQUITY ETF 0.8%
Value ($000) $1,218 (-48.3%) Shares 44,402 (-48.6%) Est. Cost $27.19 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.4%
Value ($000) $591 (-62.5%) Shares 7,138 (-62.4%) Est. Cost $82.13 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 4.1%
Value ($000) $6,556 (-11.6%) Shares 79,461 (-13.6%) Est. Cost $71.30 Unrealized
SLV ISHARES SILVER TRUST 1.7%
Value ($000) $2,783 (+24.4%) Shares 43,199 (-18.2%) Est. Cost $26.33 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 1.9%
Value ($000) $2,984 (-14.6%) Shares 531,022 (-8.2%) Est. Cost $5.09 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 3.3%
Value ($000) $5,307 (-8.3%) Shares 72,152 (-11.0%) Est. Cost $57.49 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2.1%
Value ($000) $3,406 (-10.6%) Shares 46,870 (-17.0%) Est. Cost $55.30 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $1 (-99.7%) Shares 5 (-99.6%) Est. Cost $238.33 Unrealized +7.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.7%
Value ($000) $1,051 (-22.9%) Shares 4,961 (-24.0%) Est. Cost $197.12 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $303 (-49.5%) Shares 11,011 (-48.0%) Est. Cost $24.92 Unrealized +8.0%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $3 (-99.0%) Shares 10 (-99.0%) Est. Cost $173.43 Unrealized +43.8%
FNDF Schwab Fundamental Int'l Large Cap Index 0.6%
Value ($000) $1,001 (-18.7%) Shares 22,142 (-22.8%) Est. Cost $33.32 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 1.4%
Value ($000) $2,213 (-9.3%) Shares 20,092 (-9.0%) Est. Cost $110.13 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.4%
Value ($000) $715 (+40.8%) Shares 10,577 (-7.4%) Est. Cost $27.57 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $200 (-47.9%) Shares 2,005 (-50.2%) Est. Cost $73.82 Unrealized +28.3%
AIZ Assurant Inc 0.0%
Value ($000) $1 (-99.5%) Shares 4 (-99.5%) Est. Cost $204.24 Unrealized +9.1%
MLPA Global X MLP ETF 0.4%
Value ($000) $624 (-21.9%) Shares 12,897 (-21.9%) Est. Cost $49.41 Unrealized
FNDX Schwab Fundamental US Large Cap Index 0.4%
Value ($000) $667 (-18.8%) Shares 24,516 (-21.5%) Est. Cost $23.60 Unrealized
AMCR AMCOR PLC COM NEW 0.1%
Value ($000) $177 (-41.5%) Shares 21,180 (-42.6%) Est. Cost $8.18 Unrealized
INCY INCYTE CORP COM 0.1%
Value ($000) $150 (-41.4%) Shares 1,517 (-49.7%) Est. Cost $71.25 Unrealized +35.8%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 (-97.8%) Shares 148 (-98.0%) Est. Cost $13.26 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.5%
Value ($000) $783 (-11.7%) Shares 9,366 (-15.8%) Est. Cost $79.17 Unrealized
FETH FIDELITY ETHEREUM FUND ETF 0.1%
Value ($000) $91 (-53.2%) Shares 3,073 (-34.3%) Est. Cost $33.41 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.2%
Value ($000) $267 (-23.1%) Shares 2,921 (-25.0%) Est. Cost $80.10 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $1 (-98.6%) Shares 12 (-98.5%) Est. Cost $107.88 Unrealized -25.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $103 (-36.7%) Shares 314 (-45.4%) Est. Cost $285.91 Unrealized +10.5%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $34 (-53.6%) Shares 747 (-55.7%) Est. Cost $36.36 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $0 (-99.3%) Shares 1 (-99.2%) Est. Cost $307.03 Unrealized -12.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 (-90.8%) Shares 15 (-89.5%) Est. Cost $297.07 Unrealized -10.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 (-97.7%) Shares 4 (-97.5%) Est. Cost $246.82 Unrealized -7.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $2 (-93.7%) Shares 22 (-92.9%) Est. Cost $137.28 Unrealized -15.1%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $3 (-91.9%) Shares 38 (-92.6%) Est. Cost $77.85 Unrealized +5.4%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 (-94.5%) Shares 10 (-94.0%) Est. Cost $231.90 Unrealized -7.5%
FTV FORTIVE CORP COM 0.0%
Value ($000) $49 (-42.7%) Shares 879 (-49.2%) Est. Cost $57.10 Unrealized -9.2%
CTAS CINTAS CORP COM 0.0%
Value ($000) $3 (-92.8%) Shares 15 (-92.1%) Est. Cost $211.93 Unrealized -11.2%
AAPL APPLE INC COM 0.5%
Value ($000) $768 (+4.9%) Shares 2,823 (-1.8%) Est. Cost $231.21 Unrealized +16.1%
COST COSTCO WHOLESALE CORPORATION COM 0.0%
Value ($000) $18 (-66.3%) Shares 21 (-63.8%) Est. Cost $957.06 Unrealized -5.4%
ABT ABBOTT LABS COM 0.0%
Value ($000) $14 (-72.0%) Shares 110 (-70.1%) Est. Cost $128.05 Unrealized -0.6%
CPB THE CAMPBELLS COMPANY COM 0.1%
Value ($000) $139 (-19.6%) Shares 4,974 (-8.9%) Est. Cost $42.93 Unrealized -30.0%
CPAY CORPAY INC COM SHS 0.0%
Value ($000) $1 (-97.4%) Shares 3 (-97.5%) Est. Cost $320.18 Unrealized -9.3%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $18 (-65.1%) Shares 234 (-69.0%) Est. Cost $64.96 Unrealized +13.6%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $2 (-93.2%) Shares 11 (-92.3%) Est. Cost $274.58 Unrealized -17.9%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $29 (-53.5%) Shares 51 (-53.6%) Est. Cost $556.72 Unrealized +0.4%
V VISA INC COM CL A 0.0%
Value ($000) $34 (-47.8%) Shares 97 (-49.2%) Est. Cost $334.02 Unrealized +1.9%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.2%
Value ($000) $244 (-11.2%) Shares 7,390 (-20.4%) Est. Cost $20.14 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $329 (+8.2%) Shares 831 (-2.9%) Est. Cost $242.13 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value ($000) $8 (-72.2%) Shares 200 (-72.6%) Est. Cost $33.23 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.1%
Value ($000) $200 (-7.2%) Shares 8,440 (-38.4%) Est. Cost $9.65 Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 (-77.6%) Shares 34 (-77.5%) Est. Cost $91.73 Unrealized
EMHC STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF 0.0%
Value ($000) $12 (-44.6%) Shares 462 (-45.2%) Est. Cost $25.19 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.1%
Value ($000) $97 (-8.4%) Shares 1,225 (-3.2%) Est. Cost $63.75 Unrealized
VGMS VANGUARD MULTI-SECTOR INCOME BOND ETF 0.1%
Value ($000) $175 (-4.7%) Shares 3,385 (-4.4%) Est. Cost $51.76 Unrealized
VIOO Vanguard S&P 600 0.2%
Value ($000) $251 (-3.3%) Shares 2,264 (-3.7%) Est. Cost $105.58 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $41 (+19.5%) Shares 900 (-4.3%) Est. Cost $23.76 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $26 (+33.4%) Shares 13,000 (-18.8%) Est. Cost $0.45 Unrealized +326.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $16 (-25.9%) Shares 139 (-28.0%) Est. Cost $108.61 Unrealized
QLTY GMO US QUALITY ETF 0.1%
Value ($000) $178 (-2.6%) Shares 4,627 (-8.4%) Est. Cost $31.69 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $3 (-60.1%) Shares 47 (-63.8%) Est. Cost $59.28 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.3%
Value ($000) $466 (+0.9%) Shares 9,931 (-2.7%) Est. Cost $40.34 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $6 (-38.8%) Shares 15 (-31.8%) Est. Cost $450.46 Unrealized -5.1%
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 0.0%
Value ($000) $50 (-7.4%) Shares 930 (-9.7%) Est. Cost $43.80 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $10 (-28.0%) Shares 42 (-20.8%) Est. Cost $281.13 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 (-83.0%) Shares 5 (-76.2%) Est. Cost $171.59 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $0 (-89.1%) Shares 1 (-85.7%) Est. Cost $474.98 Unrealized -15.8%
PG PROCTER & GAMBLE CO COM 0.0%
Value ($000) $11 (-19.2%) Shares 78 (-13.3%) Est. Cost $161.21 Unrealized -8.7%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $1 (-64.6%) Shares 9 (-25.0%) Est. Cost $328.68 Unrealized -30.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $2 (-52.5%) Shares 26 (-18.8%) Est. Cost $83.94 Unrealized +26.5%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $4 (-34.6%) Shares 64 (-17.9%) Est. Cost $84.80 Unrealized -16.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $363 (+0.6%) Shares 2,442 (-1.5%) Est. Cost $128.62 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $2 (-58.1%) Shares 4 (-50.0%) Est. Cost $433.90 Unrealized -7.6%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.2%
Value ($000) $316 (-0.7%) Shares 7,695 (-11.0%) Est. Cost $25.05 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $3 (-37.6%) Shares 6 (-25.0%) Est. Cost $677.71 Unrealized -7.8%
AMT AMERICAN TOWER CORP COM 0.0%
Value ($000) $1 (-62.4%) Shares 7 (-58.8%) Est. Cost $195.98 Unrealized -8.0%
GWW WW GRAINGER INC COM 0.0%
Value ($000) $1 (-64.7%) Shares 1 (-66.7%) Est. Cost $1037.53 Unrealized -6.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $2 (-43.4%) Shares 44 (-34.3%) Est. Cost $64.36 Unrealized -11.3%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $0 (-96.3%) Shares 1 (-96.4%) Est. Cost $67.33 Unrealized -0.5%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 (-44.3%) Shares 8 (-33.3%) Est. Cost $305.54 Unrealized -13.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $3 (-37.6%) Shares 8 (-33.3%) Est. Cost $360.34 Unrealized -7.3%
CVNA CARVANA CO CL A 0.0%
Value ($000) $4 (-28.1%) Shares 9 (-35.7%) Est. Cost $259.63 Unrealized +43.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $1 (-67.1%) Shares 1 (-66.7%) Est. Cost $571.98 Unrealized +8.6%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 (-17.1%) Shares 33 (-8.3%) Est. Cost $187.63 Unrealized +7.5%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $13 (+10.3%) Shares 328 (-1.2%) Est. Cost $40.35 Unrealized -10.6%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 (-51.8%) Shares 38 (-44.1%) Est. Cost $29.68 Unrealized -1.3%
HPQ HP INC COM 0.0%
Value ($000) $2 (-33.7%) Shares 98 (-19.0%) Est. Cost $28.70 Unrealized -12.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $0 (-70.2%) Shares 9 (-57.1%) Est. Cost $68.64 Unrealized -11.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 (-26.4%) Shares 66 (-15.4%) Est. Cost $44.54 Unrealized -6.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $8 (-10.5%) Shares 162 (-2.4%) Est. Cost $60.46 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $4 (-17.8%) Shares 15 (-11.8%) Est. Cost $292.99 Unrealized +3.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $2 (-34.5%) Shares 21 (-27.6%) Est. Cost $97.27 Unrealized
WIX WIX COM LTD SHS 0.0%
Value ($000) $0 (-74.9%) Shares 3 (-57.1%) Est. Cost $152.00 Unrealized -20.4%
EXPO EXPONENT INC COM 0.0%
Value ($000) $0 (-92.9%) Shares 1 (-92.9%) Est. Cost $70.97 Unrealized -1.3%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $2 (+52.6%) Shares 79 (-1.3%) Est. Cost $19.26 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $0 (-67.1%) Shares 14 (-46.2%) Est. Cost $37.47 Unrealized +9.9%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $1 (-57.1%) Shares 21 (-50.0%) Est. Cost $33.00 Unrealized -9.7%
VST VISTRA CORP COM 0.0%
Value ($000) $2 (-29.4%) Shares 12 (-14.3%) Est. Cost $149.16 Unrealized +22.0%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $0 (-72.1%) Shares 3 (-72.7%) Est. Cost $158.42 Unrealized -40.8%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value ($000) $2 (-24.5%) Shares 10 (-16.7%) Est. Cost $298.86 Unrealized -15.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $4 (-14.9%) Shares 78 (-2.5%) Est. Cost $52.74 Unrealized +12.5%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $2 (-24.5%) Shares 11 (-15.4%) Est. Cost $239.67 Unrealized -5.2%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $0 (-77.4%) Shares 2 (-71.4%) Est. Cost $156.72 Unrealized -25.1%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $0 (-67.3%) Shares 5 (-37.5%) Est. Cost $118.31 Unrealized -14.3%
UBS UBS GROUP AG SHS 0.0%
Value ($000) $9 (+9.4%) Shares 185 (-3.1%) Est. Cost $35.99 Unrealized +12.3%
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $2 (-24.0%) Shares 67 (-23.9%) Est. Cost $33.89 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $0 (-67.7%) Shares 1 (-66.7%) Est. Cost $343.70 Unrealized -3.9%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $0 (-67.6%) Shares 1 (-66.7%) Est. Cost $408.63 Unrealized -21.0%
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $2 (-29.1%) Shares 17 (-10.5%) Est. Cost $104.26 Unrealized +8.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $2 (-27.4%) Shares 32 (-17.9%) Est. Cost $69.37 Unrealized -20.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $0 (-59.0%) Shares 5 (-58.3%) Est. Cost $81.66 Unrealized +4.4%
CCO CLEAR CHANNEL OUTDOOR HLDGS IN COM 0.0%
Value ($000) $4 (+16.6%) Shares 2,000 (-16.7%) Est. Cost $1.53 Unrealized +21.4%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5 (-11.3%) Shares 14 (-6.7%) Est. Cost $367.71 Unrealized -1.2%
INGR INGREDION INC COM 0.0%
Value ($000) $0 (-85.0%) Shares 1 (-83.3%) Est. Cost $136.80 Unrealized -17.6%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $14 (-4.3%) Shares 145 (-3.3%) Est. Cost $100.74 Unrealized -10.6%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $1 (-53.5%) Shares 5 (-44.4%) Est. Cost $106.63 Unrealized +8.5%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $1 (-30.0%) Shares 7 (-30.0%) Est. Cost $216.15 Unrealized -10.9%
OKTA OKTA INC CL A 0.0%
Value ($000) $0 (-57.2%) Shares 5 (-54.5%) Est. Cost $85.50 Unrealized +2.1%
CUBE CUBESMART COM 0.0%
Value ($000) $0 (-63.8%) Shares 9 (-59.1%) Est. Cost $40.36 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $7 (-7.2%) Shares 76 (-5.0%) Est. Cost $95.25 Unrealized +2.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $5 (+13.2%) Shares 88 (-5.4%) Est. Cost $50.82 Unrealized -6.5%
CNA CNA FINL CORP COM 0.0%
Value ($000) $0 (-74.3%) Shares 4 (-75.0%) Est. Cost $46.28 Unrealized -0.9%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $0 (-64.7%) Shares 6 (-40.0%) Est. Cost $74.56 Unrealized -22.2%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1 (-30.1%) Shares 12 (-14.3%) Est. Cost $134.39 Unrealized -10.2%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $0 (-86.0%) Shares 1 (-83.3%) Est. Cost $119.21 Unrealized -25.8%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $1 (-35.0%) Shares 8 (-20.0%) Est. Cost $149.44 Unrealized -13.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $0 (-57.5%) Shares 9 (-50.0%) Est. Cost $51.47 Unrealized -20.6%
CPRT COPART INC COM 0.0%
Value ($000) $1 (-25.7%) Shares 35 (-14.6%) Est. Cost $56.16 Unrealized -26.2%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 (-9.5%) Shares 17 (-5.6%) Est. Cost $251.01 Unrealized +5.9%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $0 (-51.3%) Shares 7 (-50.0%) Est. Cost $67.97 Unrealized -10.7%
CNH CNH INDL N V SHS 0.0%
Value ($000) $0 (-68.5%) Shares 23 (-62.9%) Est. Cost $12.25 Unrealized -18.5%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $0 (-49.1%) Shares 30 (-42.3%) Est. Cost $22.22 Unrealized -29.6%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $0 (-65.7%) Shares 2 (-66.7%) Est. Cost $108.86 Unrealized -5.3%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $0 (-83.5%) Shares 1 (-83.3%) Est. Cost $85.36 Unrealized -6.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $5 (-7.4%) Shares 59 (-3.3%) Est. Cost $65.55 Unrealized +31.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $0 (-45.5%) Shares 2 (-33.3%) Est. Cost $372.18 Unrealized -28.1%
HUBB HUBBELL INC COM 0.0%
Value ($000) $1 (-31.2%) Shares 2 (-33.3%) Est. Cost $432.01 Unrealized +1.2%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $0 (-72.0%) Shares 4 (-69.2%) Est. Cost $48.42 Unrealized -21.3%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $1 (-25.8%) Shares 4 (-20.0%) Est. Cost $263.61 Unrealized +11.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $4 (-10.0%) Shares 10 (-9.1%) Est. Cost $364.17 Unrealized -4.1%
BAX Baxter International, Inc. 0.0%
Value ($000) $0 (-77.0%) Shares 6 (-72.7%) Est. Cost $32.19 Unrealized -37.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $2 (-19.7%) Shares 12 (-14.3%) Est. Cost $135.16 Unrealized -1.5%
MET METLIFE INC COM 0.0%
Value ($000) $1 (-24.3%) Shares 15 (-21.1%) Est. Cost $79.20 Unrealized -0.3%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $1 (-37.0%) Shares 17 (-15.0%) Est. Cost $51.03 Unrealized -10.8%
AVTR AVANTOR INC COM 0.0%
Value ($000) $0 (-73.0%) Shares 12 (-70.7%) Est. Cost $13.59 Unrealized -9.4%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 (-28.1%) Shares 7 (-22.2%) Est. Cost $145.53 Unrealized -7.2%
IT GARTNER INC COM 0.0%
Value ($000) $2 (-14.7%) Shares 8 (-11.1%) Est. Cost $348.01 Unrealized -30.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2 (-12.6%) Shares 11 (-8.3%) Est. Cost $200.28 Unrealized +6.7%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $2 (-14.8%) Shares 65 (-11.0%) Est. Cost $30.06 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $1 (-33.2%) Shares 2 (-33.3%) Est. Cost $295.93 Unrealized +6.8%
FCN FTI CONSULTING INC COM 0.0%
Value ($000) $0 (-64.7%) Shares 1 (-66.7%) Est. Cost $164.20 Unrealized +0.4%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $1 (-18.0%) Shares 52 (-17.5%) Est. Cost $26.43 Unrealized
QGEN QIAGEN NV ORD SHARES 0.0%
Value ($000) $1 (-30.0%) Shares 16 (-30.4%) Est. Cost $47.85 Unrealized -3.3%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $0 (-62.6%) Shares 1 (-66.7%) Est. Cost $178.00 Unrealized -3.2%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $2 (-15.3%) Shares 13 (-7.1%) Est. Cost $126.67 Unrealized +6.4%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $2 (+14.0%) Shares 33 (-2.9%) Est. Cost $53.04 Unrealized +27.3%
BOIL PROSHARES ULTRA BLOOMBERG NATURAL GAS 0.0%
Value ($000) $0 (-76.4%) Shares 4 (-69.2%) Est. Cost $55.85 Unrealized
FRONTIER COMMUNICATIONS PARENT COM 0.0%
Value ($000) $0 (-72.3%) Shares 3 (-72.7%) Est. Cost $36.43 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $1 (-30.3%) Shares 18 (-10.0%) Est. Cost $86.03 Unrealized -48.5%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $1 (-28.3%) Shares 4 (-20.0%) Est. Cost $208.92 Unrealized -7.5%
ENTG ENTEGRIS INC COM 0.0%
Value ($000) $1 (-21.1%) Shares 13 (-13.3%) Est. Cost $80.84 Unrealized +7.3%
KIM KIMCO REALTY CORP COM 0.0%
Value ($000) $1 (-32.7%) Shares 29 (-27.5%) Est. Cost $21.36 Unrealized -3.7%
LAZ LAZARD INC COM 0.0%
Value ($000) $1 (-16.4%) Shares 30 (-9.1%) Est. Cost $44.23 Unrealized +12.8%
GGG GRACO INC COM 0.0%
Value ($000) $1 (-27.6%) Shares 9 (-25.0%) Est. Cost $82.50 Unrealized -0.7%
CF CF INDUSTRIES HOLD COM 0.0%
Value ($000) $1 (-31.0%) Shares 8 (-20.0%) Est. Cost $84.57 Unrealized -3.1%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $0 (-49.4%) Shares 12 (-47.8%) Est. Cost $24.90 Unrealized
ACM AECOM COM 0.0%
Value ($000) $0 (-41.6%) Shares 4 (-20.0%) Est. Cost $104.95 Unrealized +11.7%
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value ($000) $1 (-20.8%) Shares 11 (-8.3%) Est. Cost $85.11 Unrealized +13.5%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $1 (-26.2%) Shares 7 (-22.2%) Est. Cost $98.85 Unrealized +2.8%
AMRZ AMRIZE LTD SHS 0.0%
Value ($000) $2 (-10.0%) Shares 42 (-19.2%) Est. Cost $50.91 Unrealized +0.2%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $1 (-19.9%) Shares 14 (-12.5%) Est. Cost $62.52 Unrealized +16.3%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 (-76.3%) Shares 1 (-75.0%) Est. Cost $83.70 Unrealized -9.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1 (-14.5%) Shares 13 (-7.1%) Est. Cost $99.62 Unrealized +10.7%
RDDT REDDIT INC CL A 0.0%
Value ($000) $1 (-16.7%) Shares 5 (-16.7%) Est. Cost $204.09 Unrealized +3.0%
ACI ALBERTSONS COS INC COMMON STOCK 0.0%
Value ($000) $0 (-72.7%) Shares 5 (-72.2%) Est. Cost $19.37 Unrealized -8.9%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $0 (-58.5%) Shares 1 (-66.7%) Est. Cost $185.56 Unrealized -22.8%
GRFS GRIFOLS S A SP ADR REP B NVT 0.0%
Value ($000) $0 (-66.0%) Shares 12 (-63.6%) Est. Cost $9.41 Unrealized
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $0 (-41.3%) Shares 53 (-36.1%) Est. Cost $6.49 Unrealized -10.7%
GLPI GAMING & LEISURE P COM 0.0%
Value ($000) $0 (-39.0%) Shares 7 (-36.4%) Est. Cost $46.64 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value ($000) $0 (-55.9%) Shares 2 (-50.0%) Est. Cost $68.32 Unrealized +17.5%
EOG EOG RES INC COM 0.0%
Value ($000) $1 (-14.1%) Shares 11 (-8.3%) Est. Cost $119.58 Unrealized -10.3%
FNB F N B CORP COM 0.0%
Value ($000) $1 (-11.2%) Shares 87 (-16.3%) Est. Cost $13.75 Unrealized +18.3%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $0 (-37.6%) Shares 6 (-33.3%) Est. Cost $61.26 Unrealized -18.7%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $1 (-13.1%) Shares 13 (-13.3%) Est. Cost $89.65 Unrealized -0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $0 (-29.4%) Shares 4 (-20.0%) Est. Cost $124.56 Unrealized -13.1%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $0 (-49.0%) Shares 4 (-42.9%) Est. Cost $52.86 Unrealized -11.8%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $1 (-10.8%) Shares 21 (-4.5%) Est. Cost $49.45 Unrealized +35.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1 (-10.3%) Shares 38 (-5.0%) Est. Cost $50.88 Unrealized -28.9%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 0.0%
Value ($000) $10 (-1.6%) Shares 620 (-1.1%) Est. Cost $15.12 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $1 (+20.3%) Shares 56 (-1.8%) Est. Cost $11.82 Unrealized +31.6%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $2 (-6.5%) Shares 23 (-11.5%) Est. Cost $91.95 Unrealized -0.5%
L LOEWS CORP COM 0.0%
Value ($000) $1 (-12.6%) Shares 10 (-16.7%) Est. Cost $88.07 Unrealized +17.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 (-8.5%) Shares 92 (-8.9%) Est. Cost $16.42 Unrealized -0.8%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $1 (+12.3%) Shares 51 (-1.9%) Est. Cost $16.78 Unrealized +44.9%
IX ORIX CORP SPONSORED ADR 0.0%
Value ($000) $3 (+4.9%) Shares 106 (-6.2%) Est. Cost $25.01 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $11 (-1.3%) Shares 146 (-3.9%) Est. Cost $71.11 Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value ($000) $2 (+10.1%) Shares 117 (-3.3%) Est. Cost $11.25 Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $0 (-39.2%) Shares 3 (-40.0%) Est. Cost $71.00 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $0 (-42.7%) Shares 3 (-40.0%) Est. Cost $62.39 Unrealized -0.1%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $3 (-5.0%) Shares 166 (-8.3%) Est. Cost $15.16 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $1 (-10.0%) Shares 28 (-6.7%) Est. Cost $37.04 Unrealized +15.1%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $0 (-34.8%) Shares 3 (-40.0%) Est. Cost $73.01 Unrealized +4.9%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $0 (-22.5%) Shares 4 (-20.0%) Est. Cost $132.18 Unrealized -18.8%
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value ($000) $2 (+6.3%) Shares 245 (-7.9%) Est. Cost $6.97 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 (-6.7%) Shares 17 (-5.6%) Est. Cost $98.26 Unrealized +0.5%
DOV DOVER CORP COM 0.0%
Value ($000) $2 (-6.4%) Shares 8 (-20.0%) Est. Cost $176.51 Unrealized +3.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $2 (-6.4%) Shares 20 (-4.8%) Est. Cost $68.11 Unrealized +10.2%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $2 (-3.8%) Shares 18 (-5.3%) Est. Cost $103.48 Unrealized +26.3%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $3 (+3.5%) Shares 49 (-5.8%) Est. Cost $42.90 Unrealized +24.9%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $0 (-32.1%) Shares 1 (-50.0%) Est. Cost $164.18 Unrealized +8.6%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $1 (-6.7%) Shares 56 (-9.7%) Est. Cost $19.99 Unrealized +13.4%
ROL ROLLINS INC COM 0.0%
Value ($000) $1 (-7.6%) Shares 19 (-9.5%) Est. Cost $54.55 Unrealized +7.5%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $0 (-49.2%) Shares 2 (-33.3%) Est. Cost $78.06 Unrealized -33.4%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $1 (+12.7%) Shares 20 (-13.0%) Est. Cost $31.72 Unrealized +9.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $2 (+5.9%) Shares 13 (-18.8%) Est. Cost $76.15 Unrealized +40.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $1 (+7.2%) Shares 7 (-12.5%) Est. Cost $166.39 Unrealized -0.1%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $0 (-50.3%) Shares 3 (-40.0%) Est. Cost $30.41 Unrealized -6.2%
NOVT NOVANTA INC COM 0.0%
Value ($000) $0 (-40.5%) Shares 1 (-50.0%) Est. Cost $143.75 Unrealized -20.8%
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $0 (-23.5%) Shares 2 (-33.3%) Est. Cost $90.04 Unrealized +21.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $1 (-9.7%) Shares 19 (-20.8%) Est. Cost $34.25 Unrealized -20.7%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 (+2.8%) Shares 61 (-1.6%) Est. Cost $32.48 Unrealized +6.9%
UGI UGI CORP NEW COM 0.0%
Value ($000) $0 (-43.6%) Shares 2 (-50.0%) Est. Cost $34.40 Unrealized +3.0%
CART MAPLEBEAR INC COM 0.0%
Value ($000) $0 (+12.2%) Shares 11 (-8.3%) Est. Cost $44.42 Unrealized -7.9%
FOX FOX CORP CL B COM 0.0%
Value ($000) $1 (-9.4%) Shares 8 (-20.0%) Est. Cost $47.07 Unrealized +24.0%
NOV NOV INC COM 0.0%
Value ($000) $0 (-35.6%) Shares 6 (-45.5%) Est. Cost $14.15 Unrealized +4.9%
TXT TEXTRON INC COM 0.0%
Value ($000) $1 (-4.7%) Shares 12 (-7.7%) Est. Cost $76.98 Unrealized +8.7%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 (-51.2%) Shares 2 (-33.3%) Est. Cost $26.84 Unrealized -8.4%
CADE CADENCE BANK COM 0.0%
Value ($000) $1 (-2.7%) Shares 29 (-14.7%) Est. Cost $31.63 Unrealized +24.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 (-1.6%) Shares 19 (-9.5%) Est. Cost $108.94 Unrealized -2.2%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $1 (-4.5%) Shares 90 (-1.1%) Est. Cost $7.73 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $1 (-2.4%) Shares 14 (-6.7%) Est. Cost $78.06 Unrealized +7.8%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $2 (+1.9%) Shares 12 (-7.7%) Est. Cost $94.26 Unrealized +26.9%
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value ($000) $1 (-2.6%) Shares 33 (-2.9%) Est. Cost $26.86 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $1 (-2.3%) Shares 12 (-7.7%) Est. Cost $63.46 Unrealized +37.7%
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $1 (-3.5%) Shares 16 (-5.9%) Est. Cost $32.55 Unrealized +4.1%
QXO QXO INC COM NEW 0.0%
Value ($000) $0 (-50.0%) Shares 1 (-50.0%) Est. Cost $20.71 Unrealized -7.4%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $5 (-0.3%) Shares 100 (-2.9%) Est. Cost $47.65 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $1 (-1.3%) Shares 13 (-13.3%) Est. Cost $69.02 Unrealized +2.0%
KEY KEYCORP COM 0.0%
Value ($000) $1 (-0.5%) Shares 54 (-10.0%) Est. Cost $16.22 Unrealized +14.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $1 (+0.1%) Shares 6 (-14.3%) Est. Cost $223.34 Unrealized -18.9%

Unchanged Positions (184)

EYPT EYEPOINT INC COM NEW 6.1%
Value ($000) $9,696 Shares 530,725 Est. Cost $8.17 Unrealized +73.5%
VKTX VIKING THERAPEUTICS INC COM 0.1%
Value ($000) $228 Shares 6,478 Est. Cost $54.60 Unrealized -35.1%
GDX VANECK GOLD MINERS ETF 0.3%
Value ($000) $479 Shares 5,588 Est. Cost $33.91 Unrealized
CTSH Cognizant Technology Solutions Cl A 0.1%
Value ($000) $148 Shares 1,778 Est. Cost $76.79 Unrealized -2.8%
MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF 0.2%
Value ($000) $263 Shares 5,971 Est. Cost $30.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $465 Shares 1,386 Est. Cost $272.44 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $33 Shares 185 Est. Cost $165.21 Unrealized -1.1%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $42 Shares 1,500 Est. Cost $14.56 Unrealized +78.5%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.5%
Value ($000) $737 Shares 12,547 Est. Cost $58.23 Unrealized
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.1%
Value ($000) $115 Shares 3,251 Est. Cost $35.71 Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value ($000) $15 Shares 162 Est. Cost $149.26 Unrealized +16.0%
NKE NIKE INC CL B 0.0%
Value ($000) $26 Shares 406 Est. Cost $74.33 Unrealized -12.7%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value ($000) $20 Shares 19 Est. Cost $906.70 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $132 Shares 1,370 Est. Cost $83.92 Unrealized +15.8%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $23 Shares 1,333 Est. Cost $11.02 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $32 Shares 133 Est. Cost $255.71 Unrealized -6.2%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $14 Shares 181 Est. Cost $67.26 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $52 Shares 166 Est. Cost $269.70 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $10 Shares 49 Est. Cost $184.17 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value ($000) $10 Shares 846 Est. Cost $9.69 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $73.80 Unrealized +2.3%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 68 Est. Cost $63.08 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $5 Shares 193 Est. Cost $19.91 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $7 Shares 341 Est. Cost $16.13 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $3 Shares 160 Est. Cost $12.15 Unrealized +30.7%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $9 Shares 157 Est. Cost $52.92 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $329.94 Unrealized +41.3%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $240.82 Unrealized +16.9%
PNW PINNACLE WEST CAP CORP COM 0.2%
Value ($000) $312 Shares 3,516 Est. Cost $85.02 Unrealized +5.0%
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value ($000) $31 Shares 2,003 Est. Cost $15.49 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 109 Est. Cost $41.54 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 824 Est. Cost $4.44 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $6 Shares 69 Est. Cost $85.88 Unrealized +5.8%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $4 Shares 29 Est. Cost $133.24 Unrealized -6.5%
NTRA NATERA INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $151.14 Unrealized +38.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $225.16 Unrealized +17.8%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $256.13 Unrealized +6.3%
MKSI MKS INC. COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $102.44 Unrealized +44.7%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $33.34 Unrealized +125.8%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1197.31 Unrealized +16.6%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.1%
Value ($000) $96 Shares 941 Est. Cost $99.56 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $51.26 Unrealized +18.6%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $3 Shares 3 Est. Cost $675.44 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $4 Shares 106 Est. Cost $30.84 Unrealized +17.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $481.17 Unrealized +1.3%
PUK PRUDENTIAL PLC ADR 0.0%
Value ($000) $2 Shares 78 Est. Cost $26.85 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $96.45 Unrealized -5.6%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $2 Shares 157 Est. Cost $8.34 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $1 Shares 39 Est. Cost $14.51 Unrealized +7.3%
COO COOPER COS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $74.20 Unrealized +0.9%
FER FERROVIAL SE ORD SHS 0.0%
Value ($000) $2 Shares 35 Est. Cost $52.02 Unrealized +22.4%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $192.09 Unrealized +56.5%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $321.76 Unrealized +44.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $488.85 Unrealized +18.4%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $2 Shares 1 Est. Cost $1946.57 Unrealized -11.6%
LOGI LOGITECH INTL S A SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $96.36 Unrealized +16.7%
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.88 Unrealized +29.2%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $127.73 Unrealized +24.0%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $33.89 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $4 Shares 64 Est. Cost $39.86 Unrealized +55.0%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $307.84 Unrealized -9.3%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $149.53 Unrealized +7.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $185.97 Unrealized +66.4%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $466.01 Unrealized +13.1%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $173.47 Unrealized +49.0%
PACS PACS GROUP INC COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.73 Unrealized +87.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $71.15 Unrealized -9.5%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $215.84 Unrealized -18.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $474.21 Unrealized +0.4%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $585.31 Unrealized -18.6%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $1 Shares 2 Est. Cost $435.54 Unrealized +14.9%
WSO WATSCO INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $467.02 Unrealized -23.5%
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $365.89 Unrealized -38.5%
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $156.88 Unrealized
KBH KB HOME COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $61.21 Unrealized -0.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $449.91 Unrealized +22.2%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $437.35 Unrealized +111.0%
EXP EAGLE MATLS INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $226.24 Unrealized -2.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $84.73 Unrealized -2.9%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $354.91 Unrealized +23.8%
ANGX ANGEL STUDIOS INC CL A COM 0.0%
Value ($000) $0 Shares 85 Est. Cost $7.96 Unrealized -25.6%
SEPZ TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF 0.0%
Value ($000) $52 Shares 1,223 Est. Cost $39.84 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $60.33 Unrealized +32.6%
FN FABRINET SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $218.21 Unrealized +99.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $4 Shares 6 Est. Cost $538.83 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $164.44 Unrealized +1.7%
EQIX EQUINIX INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $887.30 Unrealized -12.0%
WAT WATERS CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $378.54 Unrealized -2.8%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value ($000) $1 Shares 29 Est. Cost $24.54 Unrealized +30.3%
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $21.87 Unrealized +8.7%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $77.09 Unrealized +8.8%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $1 Shares 11 Est. Cost $92.32 Unrealized +20.6%
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.15 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.32 Unrealized +23.2%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $313.93 Unrealized +12.7%
NDSN NORDSON CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $204.55 Unrealized +14.5%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $30.06 Unrealized +40.4%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $1 Shares 18 Est. Cost $34.06 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.09 Unrealized +25.0%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.07 Unrealized +45.4%
BBY BEST BUY INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $80.63 Unrealized -6.4%
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $63.41 Unrealized +14.5%
XYL XYLEM INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $130.05 Unrealized +10.4%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $102.41 Unrealized +20.2%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $118.51 Unrealized +12.2%
OLN OLIN CORP COM PAR USD1 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.97 Unrealized -42.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.66 Unrealized +16.6%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $102.45 Unrealized +1.0%
WWD WOODWARD INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $203.79 Unrealized +34.8%
FUTU FUTU HLDGS LTD SPON ADS CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $153.80 Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $165.41 Unrealized +2.0%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.55 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $34.10 Unrealized -0.5%
MMS MAXIMUS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $70.25 Unrealized +21.7%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1 Est. Cost $4764.13 Unrealized +7.8%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.63 Unrealized -5.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $52.22 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $61.36 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $72.97 Unrealized +1.3%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1 Shares 3 Est. Cost $179.65 Unrealized +23.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $1 Shares 6 Est. Cost $93.67 Unrealized +22.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $104.49 Unrealized +15.4%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $0 Shares 1 Est. Cost $117.86 Unrealized +30.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 138 Est. Cost $32.72 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.17 Unrealized +7.0%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $78.35 Unrealized
SES/WS SES AI CORPORATION WT EXP 121026 0.0%
Value ($000) $1 Shares 3,600 Est. Cost $0.20 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.64 Unrealized -0.7%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $96.62 Unrealized +32.4%
CACI CACI INTL INC CL A 0.0%
Value ($000) $1 Shares 1 Est. Cost $382.67 Unrealized +47.7%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $110.31 Unrealized +3.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $209.88 Unrealized +21.3%
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $118.20 Unrealized
GAP GAP INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.80 Unrealized +10.4%
CGNX COGNEX CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $28.50 Unrealized +41.9%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $85.16 Unrealized -5.3%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.85 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $112.20 Unrealized +20.7%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $10 Shares 181 Est. Cost $57.53 Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.43 Unrealized -36.5%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $69.99 Unrealized -0.7%
EVR EVERCORE PARTNERS INC CLASS A 0.0%
Value ($000) $2 Shares 7 Est. Cost $226.33 Unrealized +41.8%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $118.16 Unrealized +7.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $23.88 Unrealized +6.3%
PRI PRIMERICA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $274.27 Unrealized -4.9%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.60 Unrealized
MED MEDIFAST INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.56 Unrealized -35.5%
NVMI NOVA LTD COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $276.13 Unrealized +16.4%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $51.28 Unrealized +31.2%
PVH PVH CORPORATION COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.66 Unrealized -3.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.13 Unrealized -4.4%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.12 Unrealized +17.8%
RS RELIANCE INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $300.03 Unrealized -6.4%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $54.21 Unrealized +8.3%
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $28.96 Unrealized +1.4%
WING WINGSTOP INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $260.10 Unrealized -4.8%
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $22.16 Unrealized -26.9%
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.79 Unrealized -0.6%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.92 Unrealized +14.6%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $17.83 Unrealized +18.2%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $21.36 Unrealized +38.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $124.75 Unrealized
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.26 Unrealized -8.6%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $93.80 Unrealized +2.1%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $394.21 Unrealized +41.5%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.34 Unrealized +20.6%
APA APA CORPORATION COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.87 Unrealized +43.1%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $434.35 Unrealized -35.5%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $0 Shares 6 Est. Cost $42.83 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $15.66 Unrealized +10.9%
ADT ADT INC DEL COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $7.36 Unrealized +12.4%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $1 Shares 8 Est. Cost $95.31 Unrealized +2.2%
ARMK ARAMARK COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.17 Unrealized -5.6%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.12 Unrealized -13.5%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.94 Unrealized +14.2%
XLRE Real Estate Sector 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.23 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $218.92 Unrealized +4.4%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.32 Unrealized +12.7%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.68 Unrealized +17.1%
NE Noble Energy Corp 0.0%
Value ($000) $1 Shares 45 Est. Cost $25.06 Unrealized +16.7%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.11 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $130.63 Unrealized -4.5%
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.82 Unrealized +5.9%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $73.12 Unrealized -4.4%