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COOKSON PEIRCE & CO INC

· CIK 0001141455
13F Portfolio $2.4B AUM 303 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 451,991.0 $152.8M 6.47% -7K -1.5% $337.95 +23.6%
2 GLW CORNING INC Technology 939,365.0 $127.7M 5.41% -14K -1.5% $135.97 +53.2%
3 GOOGL ALPHABET INC Communication Services 424,792.0 $122.2M 5.17% +180K +11.7% $287.56 +39.5%
4 APH AMPHENOL CORP Technology 926,128.0 $117.0M 4.95% -26K -2.7% $126.35 -1.1%
5 FLEX FLEXTRONICS INTL LTD Technology 1,185,136.0 $77.6M 3.28% -33K -2.7% $65.46 +119.4%
6 LLY ELI LILLY & CO Healthcare 61,609.0 $56.7M 2.40% +40K +180.2% $919.77 +9.5%
7 FTI TECHNIPFMC PLC Energy 720,879.0 $49.8M 2.11% -10K -1.4% $69.13 +5.6%
8 HBC2 HSBC HLDGS PLC 593,877.0 $49.0M 2.07% -20K -3.3% $82.49
9 CAH CARDINAL HEALTH INC Healthcare 226,821.0 $47.9M 2.03% -7K -3.1% $211.31 -7.6%
10 RL RALPH LAUREN CORP Consumer Cyclical 139,315.0 $47.9M 2.03% -901.0 -0.6% $343.99 -2.9%
11 HWM HOWMET AEROSPACE INC Industrials 195,897.0 $45.1M 1.91% $230.46 +18.2%
12 NVS NOVARTIS AG Healthcare 283,617.0 $43.3M 1.83% +15K +5.5% $152.75 -2.0%
13 EME EMCOR GROUP INC Industrials 58,108.0 $42.9M 1.82% -1K -2.4% $738.31 +26.0%
14 USFD US FOODS HLDG CORP Consumer Defensive 433,445.0 $40.0M 1.69% -10K -2.3% $92.21 -8.9%
15 AA ALCOA CORP Basic Materials 559,674.0 $37.1M 1.57% +551K +6128.3% $66.33 -5.7%
16 STRL STERLING INFRASTRUCTURE INC Industrials 82,662.0 $33.7M 1.43% +441.0 +0.5% $407.27 +118.3%
17 PLTR PALANTIR TECHNOLOGIES INC Technology 228,153.0 $33.4M 1.41% -17K -6.8% $146.28 -8.6%
18 STT STATE STR CORP Financial Services 256,818.0 $32.5M 1.38% NEW $126.56 +21.5%
19 LUV SOUTHWEST AIRLS CO Industrials 863,345.0 $32.4M 1.37% NEW $37.57 +4.7%
20 MPWR MONOLITHIC PWR SYS INC Technology 29,474.0 $32.2M 1.36% +8K +38.1% $1093.35 +47.6%
21 DGX QUEST DIAGNOSTICS INC Healthcare 156,342.0 $30.6M 1.30% -5K -3.2% $195.98 -4.1%
22 WWD WOODWARD INC Industrials 78,695.0 $28.2M 1.19% +77K +5986.2% $357.92 +2.1%
23 GEV GE VERNOVA INC Utilities 31,756.0 $27.7M 1.17% -832.0 -2.5% $872.90 +24.9%
24 NXT NEXTPOWER INC Technology 226,881.0 $27.4M 1.16% NEW $120.55 +18.4%
25 NVDA NVIDIA CORPORATION Technology 151,759.0 $26.5M 1.12% +10K +7.2% $174.40 +35.2%
26 CVE CENOVUS ENERGY INC Energy 974,573.0 $25.9M 1.09% NEW $26.53 +13.6%
27 FLS FLOWSERVE CORP Industrials 350,689.0 $25.8M 1.09% +184K +110.3% $73.51 -7.5%
28 TOL TOLL BROTHERS INC Consumer Cyclical 188,472.0 $25.7M 1.09% +1K +0.6% $136.47 -3.3%
29 C CITIGROUP INC Financial Services 221,939.0 $25.2M 1.07% $113.41 +8.8%
30 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 369,268.0 $24.8M 1.05% NEW $67.07 +31.6%
31 BWXT BWX TECHNOLOGIES INC Industrials 117,513.0 $24.0M 1.02% +5K +4.4% $204.49 +0.1%
32 B BARRICK MNG CORP Basic Materials 579,390.0 $23.6M 1.00% NEW $40.79 -0.4%
33 JBL JABIL INC Technology 88,586.0 $23.5M 1.00% +2K +2.9% $265.63 +33.4%
34 AVGO BROADCOM INC Technology 73,080.0 $22.6M 0.96% +26K +53.8% $309.51 +37.4%
35 ROST ROSS STORES INC Consumer Cyclical 103,676.0 $22.5M 0.95% NEW $216.63 -1.6%
36 MU MICRON TECHNOLOGY INC Technology 64,491.0 $21.8M 0.92% +26K +68.4% $337.84 +129.7%
37 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 185,098.0 $21.7M 0.92% NEW $117.06 -0.1%
38 BKR BAKER HUGHES COMPANY Energy 338,481.0 $20.7M 0.88% +27K +8.6% $61.05 +5.0%
39 GS GOLDMAN SACHS GROUP INC Financial Services 24,143.0 $20.4M 0.86% -346.0 -1.4% $845.99 +14.5%
40 MCK MCKESSON CORP Healthcare 22,943.0 $19.9M 0.84% -712.0 -3.0% $865.37 -13.7%
41 LRCX LAM RESEARCH CORP Technology 89,986.0 $19.2M 0.81% +15K +19.8% $213.66 +40.0%
42 RPRX ROYALTY PHARMA PLC Healthcare 388,484.0 $18.6M 0.79% +12K +3.1% $47.97 +11.3%
43 SU SUNCOR ENERGY INC NEW Energy 268,811.0 $17.8M 0.75% NEW $66.11 +1.0%
44 BCS BARCLAYS PLC Financial Services 823,469.0 $17.4M 0.74% -6K -0.7% $21.16 +6.5%
45 EVR EVERCORE INC Financial Services 57,450.0 $17.1M 0.73% -836.0 -1.4% $298.51 +14.3%
46 GE GE AEROSPACE Industrials 55,966.0 $15.9M 0.67% +45K +413.1% $283.77 +2.7%
47 FIVE FIVE BELOW INC Consumer Cyclical 65,886.0 $15.1M 0.64% +59K +880.7% $228.48 -5.9%
48 NET CLOUDFLARE INC Technology 69,924.0 $14.4M 0.61% +14K +24.8% $206.34 -3.2%
49 BWA BORGWARNER INC Consumer Cyclical 259,165.0 $14.1M 0.59% +66K +34.0% $54.26 +16.5%
50 CASY CASEYS GEN STORES INC Consumer Cyclical 19,144.0 $13.9M 0.59% $727.86 +17.2%
51 TPR TAPESTRY INC Consumer Cyclical 94,870.0 $13.4M 0.57% +82K +656.8% $141.11 -7.7%
52 INCY INCYTE CORP Healthcare 130,638.0 $12.3M 0.52% +25K +23.4% $94.12 +3.7%
53 YOU CLEAR SECURE INC Technology 244,566.0 $11.8M 0.50% +116K +89.5% $48.41 +14.7%
54 NEM NEWMONT CORP Basic Materials 109,140.0 $11.8M 0.50% +70K +182.2% $108.25 +7.5%
55 ULTA ULTA BEAUTY INC Consumer Cyclical 21,904.0 $11.4M 0.48% +3K +14.6% $522.71 -4.7%
56 BSCR INVESCO EXCH TRD SLF IDX FD 564,899.0 $11.1M 0.47% +5K +0.8% $19.62 +0.2%
57 BSCS INVESCO EXCH TRD SLF IDX FD 539,699.0 $11.0M 0.47% +3K +0.6% $20.42 -0.1%
58 BSCZ INVESCO EXCH TRD SLF IDX FD 536,065.0 $11.0M 0.47% $20.52 -0.8%
59 BSCT INVESCO EXCH TRD SLF IDX FD 588,164.0 $11.0M 0.47% +4K +0.6% $18.66 -0.4%
60 BSCU INVESCO EXCH TRD SLF IDX FD 646,116.0 $10.8M 0.46% +10K +1.5% $16.72 -0.4%
61 PRIM PRIMORIS SVCS CORP Industrials 74,970.0 $10.7M 0.45% +8K +12.6% $143.04 -19.2%
62 BSCV INVESCO EXCH TRD SLF IDX FD 649,604.0 $10.7M 0.45% +13K +2.0% $16.46 -0.6%
63 BSCW INVESCO EXCH TRD SLF IDX FD 514,017.0 $10.6M 0.45% +5K +1.1% $20.59 -0.5%
64 BSCY INVESCO EXCH TRD SLF IDX FD 508,101.0 $10.5M 0.45% +3K +0.7% $20.70 -0.5%
65 BSCX INVESCO EXCH TRD SLF IDX FD 496,315.0 $10.5M 0.44% +3K +0.6% $21.15 -0.7%
66 CMC COMMERCIAL METALS CO Basic Materials 155,584.0 $9.6M 0.41% NEW $61.43 +16.0%
67 OHI OMEGA HEALTHCARE INVS INC Real Estate 188,810.0 $8.3M 0.35% -3K -1.5% $43.82 +9.4%
68 AXIS CAP HLDGS LTD 80,627.0 $8.2M 0.35% $101.41
69 SNX TD SYNNEX CORPORATION Technology 32,136.0 $5.4M 0.23% $168.71 +38.9%
70 WYNN WYNN RESORTS LTD Consumer Cyclical 50,489.0 $5.1M 0.22% -6K -10.1% $101.55 -6.0%
71 PWR QUANTA SVCS INC Industrials 9,144.0 $5.0M 0.21% +1K +13.7% $549.02 +42.1%
72 AXP AMERICAN EXPRESS CO Financial Services 15,425.0 $4.7M 0.20% -162K -91.3% $302.48 +3.6%
73 MSFT MICROSOFT CORP Technology 12,402.0 $4.6M 0.19% -5K -28.9% $370.18 +10.6%
74 AEIS ADVANCED ENERGY INDS Industrials 14,068.0 $4.5M 0.19% -3K -18.6% $322.71 +0.2%
75 HAL HALLIBURTON CO Energy 109,639.0 $4.3M 0.18% +1K +1.1% $38.99 +5.9%
76 COHR COHERENT CORP Technology 17,773.0 $4.2M 0.18% -6K -25.4% $238.21 +70.0%
77 ATI ATI INC Industrials 28,949.0 $4.2M 0.18% -7K -18.4% $145.46 +6.0%
78 DAL DELTA AIR LINES INC Industrials 58,647.0 $3.9M 0.17% -5K -7.5% $66.48 +7.6%
79 AAPL APPLE INC Technology 14,252.0 $3.6M 0.15% +2K +18.5% $253.78 +18.3%
80 VIAV VIAVI SOLUTIONS INC Technology 102,896.0 $3.4M 0.14% +5K +5.5% $33.28 +59.6%
81 CFG CITIZENS FINL GROUP INC Financial Services 56,135.0 $3.4M 0.14% +5K +8.8% $59.97 +1.5%
82 JPM JPMORGAN CHASE & CO Financial Services 11,424.0 $3.4M 0.14% -259.0 -2.2% $294.16 +2.0%
83 CRS CARPENTER TECHNOLOGY CORP Industrials 8,387.0 $3.3M 0.14% +255.0 +3.1% $394.15 +9.0%
84 CBOE CBOE GLOBAL MKTS INC Financial Services 11,331.0 $3.2M 0.14% +6K +101.0% $281.07 +29.2%
85 SNPS SYNOPSYS INC Technology 7,816.0 $3.1M 0.13% -170.0 -2.1% $396.48 +28.6%
86 DELL DELL TECHNOLOGIES INC Technology 18,593.0 $3.1M 0.13% -121K -86.7% $164.13 +51.0%
87 MTZ MASTEC INC Industrials 9,263.0 $3.0M 0.13% +379.0 +4.3% $321.74 +35.1%
88 MS MORGAN STANLEY Financial Services 17,944.0 $3.0M 0.12% +794.0 +4.6% $164.57 +18.2%
89 IONQ IONQ INC Technology 101,585.0 $2.9M 0.12% -25K -19.9% $28.83 +99.3%
90 FWONK LIBERTY MEDIA CORP DEL Communication Services 32,466.0 $2.8M 0.12% -7K -17.4% $85.02 +7.2%
91 SPHD INVESCO EXCH TRADED FD TR II 53,764.0 $2.7M 0.11% -11K -16.4% $49.61 -1.1%
92 ANET ARISTA NETWORKS INC Technology 21,649.0 $2.7M 0.11% +5K +26.5% $122.78 +15.6%
93 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 37,369.0 $2.6M 0.11% -23K -38.0% $70.51 -22.2%
94 AMZN AMAZON COM INC Consumer Cyclical 12,096.0 $2.5M 0.11% -391K -97.0% $208.27 +26.8%
95 SHEL SHELL PLC Energy 26,189.0 $2.4M 0.10% +2K +10.5% $93.00 -9.1%
96 ETR ENTERGY CORP NEW Utilities 20,236.0 $2.3M 0.10% +895.0 +4.6% $112.36 +0.5%
97 KLAC KLA CORP Technology 1,532.0 $2.3M 0.10% +871.0 +131.8% $1472.52 +28.6%
98 PH PARKER-HANNIFIN CORP Industrials 2,514.0 $2.3M 0.10% +149.0 +6.3% $895.24 -1.7%
99 SPHR SPHERE ENTERTAINMENT CO Communication Services 18,898.0 $2.2M 0.09% -3K -12.9% $117.40 +14.9%
100 DTM DT MIDSTREAM INC Energy 16,273.0 $2.2M 0.09% +615.0 +3.9% $134.67 +10.0%
101 WCC WESCO INTL INC Industrials 7,829.0 $2.1M 0.09% +2K +26.7% $273.62 +36.0%
102 LGND LIGAND PHARMACEUTICALS INC Healthcare 10,590.0 $2.1M 0.09% +443.0 +4.4% $199.65 +9.7%
103 MOAT VANECK ETF TRUST 21,708.0 $2.1M 0.09% -5K -19.9% $96.70 +2.7%
104 PL PLANET LABS PBC Industrials 74,752.0 $2.1M 0.09% NEW $27.95 +54.0%
105 VTV VANGUARD INDEX FDS 10,591.0 $2.1M 0.09% -2K -18.1% $196.20 +5.3%
106 NYT NEW YORK TIMES CO MTN BE Communication Services 24,691.0 $2.1M 0.09% +3K +14.0% $83.73 -9.8%
107 DFAC DIMENSIONAL ETF TRUST 50,978.0 $2.0M 0.08% $38.86 +10.6%
108 WFC WELLS FARGO & CO Financial Services 24,671.0 $2.0M 0.08% +19K +319.6% $79.61 -7.3%
109 TMUS T-MOBILE US INC Communication Services 9,191.0 $1.9M 0.08% +2K +36.4% $210.04 -10.4%
110 KR KROGER CO Consumer Defensive 26,506.0 $1.9M 0.08% +3K +11.8% $72.36 -7.7%
111 ALL ALLSTATE CORP Financial Services 9,100.0 $1.9M 0.08% -63K -87.5% $207.34 +4.8%
112 COP CONOCOPHILLIPS Energy 14,290.0 $1.9M 0.08% +5K +46.0% $132.00 -9.9%
113 SCHW SCHWAB CHARLES CORP Financial Services 19,771.0 $1.9M 0.08% +2K +11.1% $93.98 -4.8%
114 AUPH AURINIA PHARMACEUTICALS INC Healthcare 122,483.0 $1.8M 0.08% NEW $14.82 +3.1%
115 NFLX NETFLIX INC. Communication Services 18,645.0 $1.8M 0.08% -12K -39.0% $96.15 -9.6%
116 IYE EXXON MOBIL CORP 10,518.0 $1.8M 0.08% +678.0 +6.9% $169.66 -62.9%
117 KGC KINROSS GOLD CORP Basic Materials 58,110.0 $1.8M 0.07% +3K +5.4% $30.52 +1.2%
118 AMKR AMKOR TECHNOLOGY INC Technology 39,030.0 $1.8M 0.07% +2K +4.4% $45.03 +56.2%
119 KEYS KEYSIGHT TECHNOLOGIES INC Technology 6,117.0 $1.7M 0.07% NEW $282.37 +28.0%
120 TSN TYSON FOODS INC Consumer Defensive 26,636.0 $1.7M 0.07% +8K +44.0% $64.07 +4.0%
121 IBM INTERNATIONAL BUSINESS MACHS Technology 7,028.0 $1.7M 0.07% -243.0 -3.3% $242.39 -9.9%
122 AZN ASTRAZENECA PLC Healthcare 8,635.0 $1.7M 0.07% NEW $197.22 -7.9%
123 CI THE CIGNA GROUP Healthcare 6,328.0 $1.7M 0.07% +681.0 +12.1% $266.75 +6.9%
124 FIGS FIGS INC Consumer Cyclical 113,518.0 $1.7M 0.07% +5K +4.5% $14.77 -19.0%
125 NXPI NXP SEMICONDUCTORS N V Technology 8,477.0 $1.7M 0.07% +845.0 +11.1% $196.86 +49.4%
126 NVENT ELEC PLC 13,931.0 $1.6M 0.07% +616.0 +4.6% $118.28
127 META META PLATFORMS INC Communication Services 2,864.0 $1.6M 0.07% -35K -92.5% $572.13 +8.1%
128 LYG LLOYDS BANKING GROUP PLC Financial Services 324,583.0 $1.6M 0.07% -104K -24.3% $5.03 +2.6%
129 CMI CUMMINS INC Industrials 2,993.0 $1.6M 0.07% +282.0 +10.4% $538.03 +33.2%
130 KALU KAISER ALUMINIUM CORPORATION Basic Materials 13,282.0 $1.6M 0.07% +3K +32.8% $120.51 +47.6%
131 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 37,561.0 $1.6M 0.07% +13K +52.8% $42.61 +35.9%
132 ESE ESCO TECHNOLOGIES INC Technology 5,670.0 $1.6M 0.07% +258.0 +4.8% $281.37 +5.4%
133 NEE NEXTERA ENERGY INC Utilities 16,979.0 $1.6M 0.07% +2K +12.8% $92.88 +3.0%
134 CSCO CISCO SYS INC Technology 20,164.0 $1.6M 0.07% -2K -9.2% $77.59 +48.9%
135 ENS ENERSYS Industrials 8,954.0 $1.6M 0.07% +339.0 +3.9% $173.72 +37.9%
136 TKR TIMKEN CO Industrials 15,441.0 $1.6M 0.07% NEW $100.57 +16.1%
137 NPO ENPRO INC Industrials 6,186.0 $1.6M 0.07% -1K -16.7% $250.65 +29.0%
138 ROK ROCKWELL AUTOMATION INC Industrials 4,279.0 $1.5M 0.07% NEW $358.88 +27.2%
139 CCL1EUR CARNIVAL CORP 58,960.0 $1.5M 0.07% NEW $25.88
140 SREA SEMPRA Utilities 15,578.0 $1.5M 0.06% +2K +14.2% $97.17 -77.8%
141 RBC RBC BEARINGS INC Industrials 2,785.0 $1.5M 0.06% +119.0 +4.5% $543.12 +12.7%
142 MGRE AFFILIATED MANAGERS GROUP Financial Services 5,464.0 $1.5M 0.06% +4K +354.6% $276.70 -91.3%
143 DVN DEVON ENERGY CORP NEW Energy 30,039.0 $1.5M 0.06% NEW $50.32 -6.1%
144 ENVA ENOVA INTL INC Financial Services 11,044.0 $1.5M 0.06% +484.0 +4.6% $135.83 +22.8%
145 MTDR MATADOR RES CO Energy 23,635.0 $1.5M 0.06% NEW $63.18 -8.3%
146 RMBS* RAMBUS INC DEL 17,328.0 $1.5M 0.06% +4K +27.4% $86.03
147 MA MASTERCARD INCORPORATED Financial Services 2,981.0 $1.5M 0.06% +549.0 +22.6% $499.71 -2.0%
148 ESI ELEMENT SOLUTIONS INC Basic Materials 43,431.0 $1.5M 0.06% NEW $34.14 +27.6%
149 CECO CECO ENVIRONMENTAL CORP Industrials 24,593.0 $1.5M 0.06% +1K +4.3% $59.58 +35.7%
150 V VISA INC Financial Services 4,780.0 $1.4M 0.06% +3K +160.1% $302.24 +6.7%
151 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,425.0 $1.4M 0.06% +2K +296.9% $592.98 -2.9%
152 HAS HASBRO INC Consumer Cyclical 15,348.0 $1.4M 0.06% +703.0 +4.8% $93.60 +2.2%
153 PLD PROLOGIS INC. Real Estate 10,777.0 $1.4M 0.06% +1K +11.2% $132.18 +7.9%
154 XLK SELECT SECTOR SPDR TR 10,569.0 $1.4M 0.06% +439.0 +4.3% $132.91 +32.7%
155 AUR AURORA INNOVATION INC Technology 340,913.0 $1.4M 0.06% $4.12 +87.1%
156 MYRG MYR GROUP INC Industrials 4,883.0 $1.4M 0.06% +227.0 +4.9% $282.32 +67.6%
157 ALIBABA GROUP HLDG LTD 10,769.0 $1.4M 0.06% -2K -13.3% $125.46
158 LDOS LEIDOS HOLDINGS INC Technology 8,588.0 $1.3M 0.06% -1K -10.9% $155.52 -19.3%
159 SYY SYSCO CORP Consumer Defensive 18,255.0 $1.3M 0.06% +2K +12.1% $71.33 +2.4%
160 CDE COEUR MNG INC Basic Materials 69,303.0 $1.3M 0.06% -6K -7.6% $18.77 -6.2%
161 NVST ENVISTA HOLDINGS CORPORATION Healthcare 51,178.0 $1.3M 0.06% NEW $25.37 -6.0%
162 PNW PINNACLE WEST CAP CORP Utilities 12,721.0 $1.3M 0.05% +3K +28.5% $100.75 -1.0%
163 LRGF STATE STR SPDR S&P 500 ETF T 1,952.0 $1.3M 0.05% +95.0 +5.1% $650.24 -88.6%
164 FDX FEDEX CORP Industrials 3,558.0 $1.3M 0.05% +256.0 +7.8% $356.18 +6.7%
165 MRCY MERCURY SYS INC Industrials 17,309.0 $1.3M 0.05% +771.0 +4.7% $72.91 +29.7%
166 AVT AVNET INC Technology 20,376.0 $1.3M 0.05% +2K +11.9% $61.62 +36.4%
167 STLD STEEL DYNAMICS INC Basic Materials 6,930.0 $1.2M 0.05% +5K +235.9% $180.00 +30.4%
168 CF CF INDUSTRIES HOLD Basic Materials 9,568.0 $1.2M 0.05% +1K +12.0% $129.84 -3.5%
169 VOYA VOYA FINANCIAL INC Financial Services 18,178.0 $1.2M 0.05% +2K +11.1% $68.32 +19.7%
170 EQIX EQUINIX INC Real Estate 1,262.0 $1.2M 0.05% +135.0 +12.0% $980.24 +10.1%
171 MAS MASCO CORP Industrials 20,490.0 $1.2M 0.05% NEW $60.37 +13.1%
172 BG BUNGE GLOBAL SA Consumer Defensive 9,564.0 $1.2M 0.05% +1K +12.0% $127.20 -3.7%
173 KRYS KRYSTAL BIOTECH INC Healthcare 4,694.0 $1.2M 0.05% -1K -21.2% $258.32 +22.4%
174 BRK/B BERKSHIRE HATHAWAY INC DEL 2,526.0 $1.2M 0.05% -31.0 -1.2% $479.20
175 GILD GILEAD SCIENCES INC Healthcare 8,663.0 $1.2M 0.05% -3K -23.2% $139.36 -5.2%
176 VGT VANGUARD WORLD FD 1,723.0 $1.2M 0.05% +68.0 +4.1% $697.72 -83.8%
177 LIVN LIVANOVA PLC Healthcare 18,024.0 $1.1M 0.05% NEW $63.56 +12.8%
178 IMAX IMAX CORP Communication Services 29,920.0 $1.1M 0.05% NEW $38.01 -10.4%
179 GAP GAP INC Consumer Cyclical 46,887.0 $1.1M 0.05% NEW $24.20 -12.3%
180 KN KNOWLES CORP Technology 44,163.0 $1.1M 0.05% +2K +4.0% $25.68 +39.9%
181 SEADRILL LTD 24,493.0 $1.1M 0.05% NEW $45.50
182 COCO VITA COCO CO INC Consumer Defensive 23,051.0 $1.1M 0.05% -8K -26.6% $47.91 +59.5%
183 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 50,346.0 $1.1M 0.05% -659.0 -1.3% $21.66 +1.1%
184 MTH MERITAGE HOMES CORP Consumer Cyclical 16,895.0 $1.0M 0.04% +6K +50.1% $61.84 +0.0%
185 HG HAMILTON INSURANCE GROUP LTD Financial Services 34,469.0 $1.0M 0.04% NEW $29.83 +3.4%
186 OZK BANK OZK LITTLE ROCK ARK Financial Services 21,949.0 $1.0M 0.04% +2K +12.2% $45.89 +2.7%
187 MET METLIFE INC Financial Services 13,997.0 $990K 0.04% +3K +29.6% $70.72 +12.0%
188 F FORD MTR CO Consumer Cyclical 85,225.0 $983K 0.04% +9K +11.1% $11.54 +25.5%
189 PNC PNC FINL SVCS GROUP INC Financial Services 4,600.0 $957K 0.04% +327.0 +7.7% $208.08 +2.6%
190 SMTC SEMTECH CORP Technology 12,358.0 $950K 0.04% NEW $76.89 +83.6%
191 SHW SHERWIN WILLIAMS CO Basic Materials 2,954.0 $947K 0.04% +285.0 +10.7% $320.55 -3.5%
192 ASML ASML HLDG NV Technology 709.0 $936K 0.04% NEW $1320.83 +13.7%
193 SOJF SOUTHERN CO Utilities 9,528.0 $920K 0.04% $96.52 -73.6%
194 EVEREST GROUP LTD 2,810.0 $918K 0.04% +295.0 +11.7% $326.85
195 AGCO AGCO CORP Industrials 7,824.0 $907K 0.04% NEW $115.87 -2.2%
196 PPG PPG INDS INC Basic Materials 8,371.0 $895K 0.04% $106.88 -0.9%
197 PAVE GLOBAL X FDS 17,245.0 $876K 0.04% +701.0 +4.2% $50.81 +9.1%
198 RACE FERRARI N V Consumer Cyclical 2,500.0 $846K 0.04% NEW $338.45 -1.8%
199 RPV INVESCO EXCHANGE TRADED FD T 7,741.0 $831K 0.04% -2K -19.4% $107.39 +2.9%
200 DBJP DBX ETF TR 8,206.0 $829K 0.04% +303.0 +3.8% $101.02 +8.5%
201 JOBY JOBY AVIATION INC Industrials 98,252.0 $812K 0.03% -28K -22.2% $8.26 +28.8%
202 MRVL MARVELL TECHNOLOGY INC Technology 8,146.0 $807K 0.03% NEW $99.05 +84.3%
203 KFY KORN FERRY Industrials 12,772.0 $804K 0.03% +1K +11.3% $62.95 +1.8%
204 RMD RESMED INC Healthcare 3,481.0 $781K 0.03% +383.0 +12.4% $224.48 -9.8%
205 AXON AXON ENTERPRISE INC Industrials 1,808.0 $768K 0.03% -4K -70.2% $424.69 -7.7%
206 APLD APPLIED DIGITAL CORP Technology 32,174.0 $764K 0.03% NEW $23.74 +79.3%
207 IEV ISHARES TR 10,772.0 $732K 0.03% +364.0 +3.5% $67.94 +3.8%
208 HCA HCA HEALTHCARE INC Healthcare 1,515.0 $717K 0.03% +247.0 +19.5% $473.26 -8.6%
209 CAT CATERPILLAR INC Industrials 1,009.0 $715K 0.03% $708.46 +25.4%
210 FCX FREEPORT MCMORAN INC Basic Materials 11,925.0 $701K 0.03% NEW $58.78 +12.5%
211 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 22,711.0 $692K 0.03% NEW $30.48 +24.1%
212 LOW LOWES COS INC Consumer Cyclical 2,887.0 $682K 0.03% -6K -67.6% $236.30 -5.4%
213 LUNR INTUITIVE MACHINES INC Industrials 36,622.0 $680K 0.03% NEW $18.56 +96.8%
214 CRWD CROWDSTRIKE HLDGS INC Technology 1,713.0 $669K 0.03% -88K -98.1% $390.41 +48.5%
215 CVX CHEVRON CORPORATION Energy 3,229.0 $668K 0.03% +1K +80.1% $206.91 -9.8%
216 OTIS OTIS WORLDWIDE CORP Industrials 8,512.0 $656K 0.03% +951.0 +12.6% $77.08 -5.2%
217 UBER UBER TECHNOLOGIES INC Technology 9,084.0 $653K 0.03% -323K -97.3% $71.93 +3.8%
218 BKNG BOOKING HOLDINGS INC Consumer Cyclical 155.0 $653K 0.03% -4K -96.6% $4210.32 -96.3%
219 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,931.0 $647K 0.03% +639.0 +7.7% $72.46 +18.4%
220 TXG 10X GENOMICS INC Healthcare 30,000.0 $637K 0.03% -5K -14.3% $21.23 +1.4%
221 PSX PHILLIPS 66 Energy 3,340.0 $608K 0.03% +332.0 +11.0% $182.17 -5.8%
222 IYC ISHARES TR 6,188.0 $600K 0.03% +213.0 +3.6% $96.92 +3.5%
223 GD GENERAL DYNAMICS CORP Industrials 1,702.0 $584K 0.03% +359.0 +26.7% $343.24 -0.8%
224 ATEN A10 NETWORKS INC Technology 25,000.0 $578K 0.02% NEW $23.12 +20.9%
225 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,519.0 $577K 0.02% NEW $60.65 -6.0%
226 IJJ ISHARES TR 4,166.0 $552K 0.02% +144.0 +3.6% $132.50 +4.1%
227 UAL UNITED AIRLS HLDGS INC Industrials 5,985.0 $551K 0.02% +2K +36.9% $92.07 +4.3%
228 CDNS CADENCE DESIGN SYSTEM INC Technology 1,962.0 $545K 0.02% +518.0 +35.9% $277.87 +25.0%
229 MPC MARATHON PETE CORP Energy 2,227.0 $544K 0.02% NEW $244.18 +1.9%
230 QCOM QUALCOMM INC Technology 4,200.0 $541K 0.02% -5K -53.4% $128.77 +55.4%
231 ENERGY TRANSFER L P 25,653.0 $495K 0.02% $19.30
232 RJF RAYMOND JAMES FINL INC Financial Services 3,409.0 $494K 0.02% -4K -51.0% $144.79 +7.4%
233 IXG ISHARES TR 4,213.0 $480K 0.02% +139.0 +3.4% $114.00 +5.1%
234 ISRG INTUITIVE SURGICAL INC Healthcare 1,032.0 $476K 0.02% NEW $460.99 -7.1%
235 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,000.0 $464K 0.02% NEW $92.76 +34.6%
236 PSCT INVESCO EXCH TRADED FD TR II 7,503.0 $451K 0.02% NEW $60.07 +30.9%
237 EEM ISHARES TR 7,900.0 $449K 0.02% +365.0 +4.8% $56.79 +14.6%
238 TDG TRANSDIGM GROUP INC Industrials 386.0 $447K 0.02% -32K -98.8% $1158.96 +1.7%
239 CTRA COTERRA ENERGY INC Energy 12,540.0 $441K 0.02% +1K +11.5% $35.14 -7.3%
240 WMT WALMART INC Consumer Defensive 3,544.0 $440K 0.02% $124.27 +6.6%
241 MEDP MEDPACE HLDGS INC Healthcare 911.0 $437K 0.02% -2K -68.6% $480.19 -12.7%
242 RENAISSANCERE HLDGS LTD 1,455.0 $432K 0.02% NEW $297.24
243 GNRC GENERAC HLDGS INC Industrials 2,208.0 $431K 0.02% -78.0 -3.4% $195.33 +41.6%
244 CRUS CIRRUS LOGIC INC Technology 2,940.0 $425K 0.02% +303.0 +11.5% $144.62 +12.6%
245 NWSA NEWS CORP NEW Communication Services 16,312.0 $407K 0.02% +3K +23.8% $24.93 +5.3%
246 BLD TOPBUILD COR Industrials 1,157.0 $406K 0.02% -24K -95.4% $351.30 +17.6%
247 MSI MOTOROLA SOLUTIONS INC Technology 935.0 $406K 0.02% $434.05 -8.0%
248 SNA SNAP ON INC Industrials 1,117.0 $406K 0.02% +109.0 +10.8% $363.29 +0.8%
249 IBB ISHARES TR 2,341.0 $395K 0.02% NEW $168.85 -1.2%
250 FSLR FIRST SOLAR INC Energy 1,991.0 $393K 0.02% +724.0 +57.1% $197.26 +17.4%
251 BYD BOYD GAMING CORP Consumer Cyclical 4,701.0 $386K 0.02% +495.0 +11.8% $82.18 -3.8%
252 AMERIPRISE FINL INC 851.0 $378K 0.02% NEW $444.40
253 EWC ISHARES INC 6,849.0 $375K 0.02% +234.0 +3.5% $54.79 +4.8%
254 CELH CELSIUS HLDGS INC Consumer Defensive 10,565.0 $375K 0.02% +3K +34.6% $35.48 -15.0%
255 ROKU ROKU INC Communication Services 3,931.0 $372K 0.02% +827.0 +26.6% $94.62 +33.0%
256 JNJ JOHNSON & JOHNSON Healthcare 1,497.0 $366K 0.01% -1K -49.2% $244.42 -5.6%
257 NTAP NETAPP INC Technology 3,530.0 $361K 0.01% +365.0 +11.5% $102.39 +17.1%
258 CBSH COMMERCE BANCSHARES INC Financial Services 7,212.0 $355K 0.01% NEW $49.20 +3.6%
259 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,060.0 $351K 0.01% +249.0 +30.7% $330.87 -13.3%
260 TSLA TESLA INC Consumer Cyclical 912.0 $339K 0.01% +47.0 +5.4% $371.75 +19.2%
261 TXT TEXTRON INC Industrials 3,868.0 $339K 0.01% +395.0 +11.4% $87.56 +4.5%
262 AIZ ASSURANT INC Financial Services 1,529.0 $333K 0.01% +165.0 +12.1% $217.83 +16.9%
263 PEGA PEGASYSTEMS INC Technology 7,806.0 $332K 0.01% -223K -96.6% $42.56 -21.5%
264 ON HLDG AG 9,744.0 $331K 0.01% +3K +38.6% $34.02
265 ACM AECOM Industrials 3,880.0 $329K 0.01% +397.0 +11.4% $84.82 -15.9%
266 RCKT ROCKET LAB CORP Healthcare 5,068.0 $325K 0.01% -500.0 -9.0% $64.22 -94.7%
267 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 3,785.0 $324K 0.01% +376.0 +11.0% $85.66 +13.0%
268 POST POST HLDGS INC Consumer Defensive 3,265.0 $323K 0.01% +334.0 +11.4% $98.86 +4.0%
269 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,608.0 $319K 0.01% $198.29 +11.7%
270 TOST TOAST INC Technology 11,810.0 $313K 0.01% NEW $26.51 -13.0%
271 IVLU ISHARES TR 7,793.0 $309K 0.01% -150.0 -1.9% $39.68 +5.7%
272 PODD INSULET CORP Healthcare 1,459.0 $306K 0.01% +403.0 +38.2% $209.84 -29.1%
273 AJG GALLAGHER ARTHUR J & CO Financial Services 1,410.0 $305K 0.01% $216.58 -7.7%
274 J JACOBS SOLUTIONS INC Industrials 2,399.0 $305K 0.01% +245.0 +11.4% $127.29 -11.4%
275 VNT VONTIER CORPORATION Technology 8,573.0 $304K 0.01% +896.0 +11.7% $35.47 -19.0%
276 PDYN PALLADYNE AI CORP Technology 50,000.0 $304K 0.01% NEW $6.07 +9.7%
277 HODL VANECK BITCOIN ETF 15,800.0 $303K 0.01% $19.16 +16.7%
278 TJX TJX COS INC NEW Consumer Cyclical 1,872.0 $299K 0.01% $159.72 -7.7%
279 VLO VALERO ENERGY CORP Energy 1,188.0 $294K 0.01% NEW $247.08 -0.9%
280 IWV ISHARES TR 788.0 $292K 0.01% -745.0 -48.6% $370.68 +12.8%
281 VUG VANGUARD INDEX FDS 645.0 $282K 0.01% $436.79 -80.0%
282 RGA REINSURANCE GROUP AMER INC Financial Services 1,364.0 $278K 0.01% NEW $204.16 +3.4%
283 EWG ISHARES INC 6,798.0 $270K 0.01% +237.0 +3.6% $39.67 +4.3%
284 INGR INGREDION INC Consumer Defensive 2,345.0 $264K 0.01% NEW $112.66 -9.2%
285 EWL ISHARES INC 4,220.0 $248K 0.01% +730.0 +20.9% $58.81 +3.9%
286 PGR PROGRESSIVE CORP Financial Services 1,185.0 $235K 0.01% $198.24 -1.2%
287 SPTM SPDR SERIES TRUST 2,890.0 $228K 0.01% $79.06 +13.2%
288 DVA DAVITA INC Healthcare 1,480.0 $227K 0.01% NEW $153.69 +25.3%
289 EXPE EXPEDIA GROUP INC Consumer Cyclical 979.0 $226K 0.01% -145K -99.3% $230.89 -5.9%
290 GEN GEN DIGITAL INC Technology 11,640.0 $219K 0.01% +1K +11.6% $18.83 +23.1%
291 QQQM INVESCO QQQ TR 369.0 $213K 0.01% +36.0 +10.8% $577.44 -49.5%
292 BSMZ INVESCO EXCH TRD SLF IDX FD 8,275.0 $208K 0.01% -470.0 -5.4% $25.13 +0.2%
293 BSMR INVESCO EXCH TRD SLF IDX FD 8,782.0 $208K 0.01% -349.0 -3.8% $23.65 -0.3%
294 BSMT INVESCO EXCH TRD SLF IDX FD 8,945.0 $206K 0.01% -341.0 -3.7% $23.02 -0.1%
295 BSMS INVESCO EXCH TRD SLF IDX FD 8,776.0 $205K 0.01% -355.0 -3.9% $23.40 -0.0%
296 MAIN MAIN STR CAP CORP Financial Services 3,875.0 $205K 0.01% +35.0 +0.9% $52.96 -4.3%
297 BSMU INVESCO EXCH TRD SLF IDX FD 9,387.0 $205K 0.01% -162.0 -1.7% $21.81 -0.0%
298 BSMW INVESCO EXCH TRD SLF IDX FD 8,208.0 $204K 0.01% -162.0 -1.9% $24.85 +0.1%
299 BSMY INVESCO EXCH TRD SLF IDX FD 8,352.0 $203K 0.01% -203.0 -2.4% $24.26 +0.1%
300 BSMV INVESCO EXCH TRD SLF IDX FD 9,612.0 $201K 0.01% -381.0 -3.8% $20.88 +0.0%
301 GLXY GALAXY DIGITAL INC. Financial Services 10,000.0 $184K 0.01% $18.45 +73.7%
302 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 12,479.0 $17K 0.00% $1.40 +55.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Industrials 14.6%
Healthcare 11.5%
Consumer Cyclical 9.4%
Financial Services 8.1%
Communication Services 6.3%
Energy 6.0%
Basic Materials 4.3%
Consumer Defensive 2.3%
Utilities 1.6%