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Advisors Capital Management, LLC

· CIK 0001345576
13F Portfolio $8.5B AUM 567 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 610,229 $295.1M 3.47% NEW $483.62 -15.3%
2 AAPL APPLE INC Technology 1,001,087 $272.2M 3.20% NEW $271.86 +10.4%
3 AVGO BROADCOM INC Technology 780,470 $270.1M 3.18% NEW $346.10 +22.9%
4 NVDA NVIDIA CORPORATION Technology 1,190,200 $222.0M 2.61% NEW $186.50 +26.4%
5 GOOGL ALPHABET INC Communication Services 472,149 $148.2M 1.74% NEW $313.80 +27.8%
6 ABBV ABBVIE INC Healthcare 634,242 $144.9M 1.70% NEW $228.49 -7.9%
7 C CITIGROUP INC Financial Services 1,202,298 $140.3M 1.65% NEW $116.69 +5.8%
8 JPM JPMORGAN CHASE & CO. Financial Services 430,861 $138.8M 1.63% NEW $322.22 -6.9%
9 BX BLACKSTONE INC Financial Services 837,482 $129.1M 1.52% NEW $154.14 -23.5%
10 GOOGL ALPHABET INC Communication Services 407,159 $127.4M 1.50% NEW $313.00 +28.1%
11 IVV ISHARES TR 182,258 $124.8M 1.47% NEW $684.94 +8.4%
12 AMZN AMAZON COM INC Consumer Cyclical 535,698 $123.6M 1.45% NEW $230.82 +14.4%
13 CSCO CISCO SYS INC Technology 1,573,382 $121.2M 1.43% NEW $77.03 +50.0%
14 PM PHILIP MORRIS INTL INC Consumer Defensive 730,182 $117.1M 1.38% NEW $160.40 +19.6%
15 JNJ JOHNSON & JOHNSON Healthcare 524,946 $108.6M 1.28% NEW $206.95 +11.5%
16 IBM INTERNATIONAL BUSINESS MACHS Technology 358,993 $106.3M 1.25% NEW $296.21 -26.3%
17 CVX CHEVRON CORP NEW Energy 606,900 $92.5M 1.09% NEW $152.41 +22.5%
18 VUG VANGUARD INDEX FDS 188,852 $92.1M 1.08% NEW $487.86 -82.1%
19 BRK/B BERKSHIRE HATHAWAY INC DEL 178,942 $89.9M 1.06% NEW $502.65
20 TJX TJX COS INC NEW Consumer Cyclical 562,464 $86.4M 1.02% NEW $153.61 -4.1%
21 BA 6 10/15/27 BOEING CO 1,197,818 $82.7M 0.97% NEW $69.06
22 KINDER MORGAN INC DEL 2,955,890 $81.3M 0.96% NEW $27.49
23 QCOM QUALCOMM INC Technology 448,396 $76.7M 0.90% NEW $171.05 +17.0%
24 SPHY SPDR SERIES TRUST 3,186,914 $75.4M 0.89% NEW $23.67 -1.6%
25 RTX RTX CORPORATION Industrials 407,416 $74.7M 0.88% NEW $183.40 -4.2%
26 ARCC ARES CAPITAL CORP Financial Services 3,566,790 $72.2M 0.85% NEW $20.23 -6.6%
27 ACN ACCENTURE PLC IRELAND Technology 268,535 $72.0M 0.85% NEW $268.30 -37.1%
28 TT TRANE TECHNOLOGIES PLC Industrials 176,483 $68.7M 0.81% NEW $389.20 +23.8%
29 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,763,673 $67.6M 0.80% NEW $38.34 -5.3%
30 VTV VANGUARD INDEX FDS 351,413 $67.1M 0.79% NEW $190.99 +8.2%
31 DUK DUKE ENERGY CORP NEW Utilities 571,835 $67.0M 0.79% NEW $117.21 +6.1%
32 STWD STARWOOD PPTY TR INC Real Estate 3,702,935 $66.7M 0.78% NEW $18.01 -4.8%
33 PANW PALO ALTO NETWORKS INC Technology 357,071 $65.8M 0.77% NEW $184.20 +29.3%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 214,895 $65.3M 0.77% NEW $303.89 +37.5%
35 MCD MCDONALDS CORP Consumer Cyclical 210,753 $64.4M 0.76% NEW $305.63 -10.0%
36 HON HONEYWELL INTL INC Industrials 324,980 $63.4M 0.75% NEW $195.09 +11.6%
37 PFE PFIZER INC Healthcare 2,512,525 $62.6M 0.74% NEW $24.90 +3.4%
38 WPC WP CAREY INC Real Estate 966,856 $62.2M 0.73% NEW $64.36 +14.5%
39 OKE ONEOK INC NEW Energy 782,192 $57.5M 0.68% NEW $73.50 +23.9%
40 WFC WELLS FARGO CO NEW Financial Services 612,384 $57.1M 0.67% NEW $93.20 -20.8%
41 KO COCA COLA CO Consumer Defensive 808,581 $56.5M 0.67% NEW $69.91 +15.1%
42 TXN TEXAS INSTRS INC Technology 325,175 $56.4M 0.66% NEW $173.49 +76.6%
43 ORCL ORACLE CORP Technology 279,756 $54.5M 0.64% NEW $194.91 +0.4%
44 DGX QUEST DIAGNOSTICS INC Healthcare 313,838 $54.5M 0.64% NEW $173.53 +8.3%
45 PAGP PLAINS GP HLDGS L P Energy 2,829,953 $54.2M 0.64% NEW $19.14 +26.0%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 1,309,264 $53.3M 0.63% NEW $40.73 +15.5%
47 OUT OUTFRONT MEDIA INC Real Estate 2,197,760 $53.0M 0.62% NEW $24.10 +36.1%
48 SPTM SPDR SERIES TRUST 629,421 $51.9M 0.61% NEW $82.50 +8.4%
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 934,995 $50.4M 0.59% NEW $53.94 +5.7%
50 SEAGATE TECHNOLOGY HLDNGS PL 181,266 $49.9M 0.59% NEW $275.39
51 HD HOME DEPOT INC Consumer Cyclical 144,982 $49.9M 0.59% NEW $344.10 -11.6%
52 LRGF SPDR S&P 500 ETF TR 72,424 $49.4M 0.58% NEW $681.93 -89.2%
53 MA MASTERCARD INCORPORATED Financial Services 86,267 $49.2M 0.58% NEW $570.89 -14.2%
54 WMB WILLIAMS COS INC Energy 811,198 $48.8M 0.57% NEW $60.11 +29.2%
55 SBRA SABRA HEALTH CARE REIT INC Real Estate 2,382,935 $45.1M 0.53% NEW $18.94 +11.9%
56 WSM WILLIAMS SONOMA INC Consumer Cyclical 248,481 $44.4M 0.52% NEW $178.59 -2.8%
57 CAT CATERPILLAR INC Industrials 76,876 $44.0M 0.52% NEW $572.87 +55.1%
58 MDT MEDTRONIC PLC Healthcare 454,855 $43.7M 0.51% NEW $96.06 -19.9%
59 MTB M & T BK CORP Financial Services 206,950 $41.7M 0.49% NEW $201.48 +2.1%
60 OHI OMEGA HEALTHCARE INVS INC Real Estate 936,433 $41.5M 0.49% NEW $44.34 +8.1%
61 LMT LOCKHEED MARTIN CORP Industrials 85,458 $41.3M 0.49% NEW $483.67 +7.6%
62 TD TORONTO DOMINION BK ONT Financial Services 437,323 $41.2M 0.48% NEW $94.20 +14.9%
63 META META PLATFORMS INC Communication Services 62,164 $41.0M 0.48% NEW $660.10 -6.3%
64 UL UNILEVER PLC Consumer Defensive 614,490 $40.2M 0.47% NEW $65.40 -12.3%
65 PG PROCTER AND GAMBLE CO Consumer Defensive 274,884 $39.4M 0.46% NEW $143.31 -0.4%
66 COST COSTCO WHSL CORP NEW Consumer Defensive 45,650 $39.4M 0.46% NEW $862.35 +20.7%
67 MCK MCKESSON CORP Healthcare 47,352 $38.8M 0.46% NEW $820.29 -8.9%
68 BLK BLACKROCK INC Financial Services 35,129 $37.6M 0.44% NEW $1070.37 +1.1%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 64,680 $37.5M 0.44% NEW $579.46 -22.7%
70 DIVB ISHARES TR 689,600 $36.7M 0.43% NEW $53.15 +10.0%
71 VCIT VANGUARD SCOTTSDALE FDS 430,933 $36.1M 0.42% NEW $83.75 -2.1%
72 VEA VANGUARD TAX-MANAGED FDS 575,203 $35.9M 0.42% NEW $62.47 +10.6%
73 IBDW ISHARES TR 1,664,118 $35.2M 0.41% NEW $21.15 -1.9%
74 VRP INVESCO EXCH TRADED FD TR II 1,425,305 $34.7M 0.41% NEW $24.33 -0.1%
75 FTAIN FTAI AVIATION LTD Industrials 175,080 $34.5M 0.41% NEW $196.85 -87.1%
76 PEP PEPSICO INC Consumer Defensive 239,723 $34.4M 0.41% NEW $143.52 +3.6%
77 SGOV ISHARES TR 338,462 $34.0M 0.40% NEW $100.38 +0.2%
78 ETN EATON CORP PLC Industrials 105,086 $33.5M 0.39% NEW $318.51 +28.1%
79 SPIB SPDR SERIES TRUST 987,670 $33.4M 0.39% NEW $33.81 -1.5%
80 KVUE KENVUE INC Consumer Defensive 1,908,171 $32.9M 0.39% NEW $17.25 -0.3%
81 NEE NEXTERA ENERGY INC Utilities 402,752 $32.3M 0.38% NEW $80.28 +19.2%
82 AON AON PLC Financial Services 90,353 $31.9M 0.38% NEW $352.88 -10.1%
83 TMUS T-MOBILE US INC Communication Services 154,597 $31.4M 0.37% NEW $203.04 -7.3%
84 HST HOST HOTELS & RESORTS INC Real Estate 1,761,030 $31.2M 0.37% NEW $17.73 +21.5%
85 ROST ROSS STORES INC Consumer Cyclical 171,174 $30.8M 0.36% NEW $180.14 +18.4%
86 CME CME GROUP INC Financial Services 112,901 $30.8M 0.36% NEW $273.08 +9.4%
87 BANK AMERICA CORP 23,871 $29.9M 0.35% NEW $1252.05
88 DE DEERE & CO Industrials 64,032 $29.8M 0.35% NEW $465.58 +23.4%
89 MO ALTRIA GROUP INC Consumer Defensive 516,149 $29.8M 0.35% NEW $57.66 +25.6%
90 FIS FIDELITY NATL INFORMATION SV Technology 444,174 $29.5M 0.35% NEW $66.46 -37.1%
91 TEL TE CONNECTIVITY PLC Technology 129,409 $29.4M 0.35% NEW $227.51 -9.2%
92 PLD PROLOGIS INC. Real Estate 224,469 $28.7M 0.34% NEW $127.66 +11.7%
93 WD5A TRAVEL PLUS LEISURE CO 405,370 $28.6M 0.34% NEW $70.53
94 TGT TARGET CORP Consumer Defensive 288,331 $28.2M 0.33% NEW $97.75 +25.9%
95 CB CHUBB LIMITED Financial Services 90,277 $28.2M 0.33% NEW $312.12 +3.9%
96 CASY CASEYS GEN STORES INC Consumer Cyclical 49,629 $27.4M 0.32% NEW $552.71 +54.3%
97 SOJF SOUTHERN CO Utilities 306,039 $26.7M 0.31% NEW $87.20 -70.7%
98 V VISA INC Financial Services 76,073 $26.7M 0.31% NEW $350.71 -8.0%
99 ABT ABBOTT LABS Healthcare 209,652 $26.3M 0.31% NEW $125.29 -32.6%
100 LTC LTC PPTYS INC Real Estate 763,536 $26.3M 0.31% NEW $34.38 +11.5%
101 IBDU ISHARES TR 1,096,937 $25.7M 0.30% NEW $23.41 -1.3%
102 URI UNITED RENTALS INC Industrials 31,624 $25.6M 0.30% NEW $809.33 +20.2%
103 LNC LINCOLN NATL CORP IND Financial Services 573,705 $25.5M 0.30% NEW $44.53 -22.4%
104 ULTA ULTA BEAUTY INC Consumer Cyclical 41,970 $25.4M 0.30% NEW $605.02 -17.6%
105 SJM SMUCKER J M CO Consumer Defensive 257,042 $25.1M 0.30% NEW $97.81 +2.4%
106 WMT WALMART INC Consumer Defensive 224,564 $25.0M 0.29% NEW $111.41 +18.9%
107 IGLB ISHARES TR 489,818 $24.7M 0.29% NEW $50.45 -2.7%
108 EPR EPR PPTYS Real Estate 494,409 $24.7M 0.29% NEW $49.90 +16.0%
109 DOW DOW INC Basic Materials 1,041,193 $24.3M 0.29% NEW $23.38 +65.9%
110 AMGN AMGEN INC Healthcare 71,814 $23.5M 0.28% NEW $327.31 -0.3%
111 SYK STRYKER CORPORATION Healthcare 66,695 $23.4M 0.28% NEW $351.47 -13.1%
112 KNTK KINETIK HOLDINGS INC Energy 645,383 $23.3M 0.27% NEW $36.05 +41.3%
113 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,439,624 $23.1M 0.27% NEW $16.08 +21.6%
114 CWEN CLEARWAY ENERGY INC Utilities 732,965 $23.0M 0.27% NEW $31.42 +21.1%
115 TFC TRUIST FINL CORP Financial Services 457,880 $22.5M 0.27% NEW $49.21 -4.2%
116 WHR WHIRLPOOL CORP Consumer Cyclical 312,239 $22.5M 0.27% NEW $72.14 -41.0%
117 SCHG SCHWAB STRATEGIC TR 687,020 $22.4M 0.26% NEW $32.62 +5.0%
118 BXMT BLACKSTONE MTG TR INC Real Estate 1,166,928 $22.3M 0.26% NEW $19.13 -5.6%
119 EXC EXELON CORP Utilities 496,924 $21.7M 0.26% NEW $43.59 +1.9%
120 SPYG SPDR SERIES TRUST 201,783 $21.5M 0.25% NEW $106.70 +10.9%
121 AEM AGNICO EAGLE MINES LTD Basic Materials 126,471 $21.4M 0.25% NEW $169.53 +6.4%
122 IBDV ISHARES TR 947,056 $20.9M 0.25% NEW $22.07 -1.6%
123 CVS CVS HEALTH CORP Healthcare 253,398 $20.1M 0.24% NEW $79.36 +22.4%
124 SBUX STARBUCKS CORP Consumer Cyclical 237,845 $20.0M 0.24% NEW $84.21 +26.4%
125 VONG VANGUARD SCOTTSDALE FDS 160,762 $19.6M 0.23% NEW $121.75 +5.1%
126 LIN LINDE PLC Basic Materials 45,244 $19.3M 0.23% NEW $426.39 +20.0%
127 USIG ISHARES TR 354,643 $18.4M 0.22% NEW $51.77 -1.8%
128 IGIB ISHARES TR 340,556 $18.3M 0.22% NEW $53.88 -2.1%
129 AGNC AGNC INVT CORP Real Estate 1,706,951 $18.3M 0.21% NEW $10.72 -3.5%
130 SFY TIDAL TRUST I 136,528 $18.0M 0.21% NEW $132.16 +10.9%
131 MRK MERCK & CO INC Healthcare 164,685 $17.3M 0.20% NEW $105.26 +7.7%
132 MET METLIFE INC Financial Services 215,142 $17.0M 0.20% NEW $78.94 +0.3%
133 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 767,489 $16.7M 0.20% NEW $21.72 -17.5%
134 DELL DELL TECHNOLOGIES INC Technology 129,540 $16.3M 0.19% NEW $125.88 +96.9%
135 SHYG ISHARES TR 376,430 $16.1M 0.19% NEW $42.87 -1.4%
136 LRCX LAM RESEARCH CORP Technology 93,923 $16.1M 0.19% NEW $171.18 +74.8%
137 BSCU INVESCO EXCH TRD SLF IDX FD 948,973 $16.1M 0.19% NEW $16.92 -1.6%
138 IJH ISHARES TR 240,748 $15.9M 0.19% NEW $66.00 +9.4%
139 HCXY HERCULES CAPITAL INC Financial Services 828,258 $15.6M 0.18% NEW $18.82 +32.0%
140 BXSL BLACKSTONE SECD LENDING FD Financial Services 575,884 $15.2M 0.18% NEW $26.33 -8.8%
141 HSY HERSHEY CO Consumer Defensive 83,288 $15.2M 0.18% NEW $181.98 +4.6%
142 RBC RBC BEARINGS INC Industrials 33,385 $15.0M 0.18% NEW $448.44 +36.5%
143 PLTR PALANTIR TECHNOLOGIES INC Technology 80,656 $14.3M 0.17% NEW $177.75 -24.8%
144 CCB COASTAL FINL CORP WA Financial Services 124,703 $14.3M 0.17% NEW $114.59 -40.3%
145 TSLA TESLA INC Consumer Cyclical 31,455 $14.1M 0.17% NEW $449.73 -1.4%
146 RITM RITHM CAPITAL CORP Real Estate 1,238,526 $13.5M 0.16% NEW $10.90 -14.7%
147 CEG CONSTELLATION ENERGY CORP Utilities 38,086 $13.5M 0.16% NEW $353.27 -24.4%
148 QXO QXO INC Industrials 685,195 $13.2M 0.15% NEW $19.29 -9.6%
149 AMD ADVANCED MICRO DEVICES INC Technology 61,387 $13.1M 0.15% NEW $214.16 +98.0%
150 FELG FIDELITY COVINGTON TRUST 311,137 $13.0M 0.15% NEW $41.70 +5.8%
151 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 170,170 $12.9M 0.15% NEW $75.91 -27.7%
152 SCHW SCHWAB CHARLES CORP Financial Services 129,082 $12.9M 0.15% NEW $99.91 -10.5%
153 QQQM INVESCO QQQ TR 20,735 $12.7M 0.15% NEW $614.33 -52.5%
154 DHR DANAHER CORPORATION Healthcare 54,845 $12.6M 0.15% NEW $228.92 -28.1%
155 ALLE ALLEGION PLC Industrials 74,101 $11.8M 0.14% NEW $159.22 -21.1%
156 BSCS INVESCO EXCH TRD SLF IDX FD 568,238 $11.7M 0.14% NEW $20.60 -0.9%
157 EMR EMERSON ELEC CO Industrials 88,182 $11.7M 0.14% NEW $132.72 +3.9%
158 ZTS ZOETIS INC Healthcare 92,969 $11.7M 0.14% NEW $125.82 -40.0%
159 NFLX NETFLIX INC Communication Services 124,173 $11.6M 0.14% NEW $93.76 -7.3%
160 GIS GENERAL MLS INC Consumer Defensive 249,286 $11.6M 0.14% NEW $46.50 -28.8%
161 GWRE GUIDEWIRE SOFTWARE INC Technology 56,748 $11.4M 0.13% NEW $201.01 -38.5%
162 PCOR PROCORE TECHNOLOGIES INC Technology 155,716 $11.3M 0.13% NEW $72.74 -36.0%
163 BEP BROOKFIELD RENEWABLE PARTNER Utilities 409,932 $11.1M 0.13% NEW $26.97 +27.4%
164 QQQM INVESCO EXCH TRADED FD TR II 43,197 $10.9M 0.13% NEW $252.92 +15.4%
165 LLY ELI LILLY & CO Healthcare 9,657 $10.4M 0.12% NEW $1074.73 -6.3%
166 SPG SIMON PPTY GROUP INC NEW Real Estate 55,798 $10.3M 0.12% NEW $185.11 +9.6%
167 JLL JONES LANG LASALLE INC Real Estate 30,203 $10.2M 0.12% NEW $336.47 -14.1%
168 EBAY EBAY INC. Consumer Cyclical 116,088 $10.1M 0.12% NEW $87.10 +30.0%
169 VGT VANGUARD WORLD FD 13,355 $10.1M 0.12% NEW $753.79 -85.0%
170 GE GE AEROSPACE Industrials 32,590 $10.0M 0.12% NEW $308.04 -5.4%
171 LHX L3HARRIS TECHNOLOGIES INC Industrials 33,978 $10.0M 0.12% NEW $293.58 +4.8%
172 IYE EXXON MOBIL CORP 81,879 $9.9M 0.12% NEW $120.34 -47.7%
173 CSTL CASTLE BIOSCIENCES INC Healthcare 250,677 $9.8M 0.12% NEW $38.90 -51.5%
174 PSX PHILLIPS 66 Energy 73,851 $9.5M 0.11% NEW $129.04 +32.9%
175 PJT PJT PARTNERS INC Financial Services 56,869 $9.5M 0.11% NEW $167.20 -4.5%
176 ET ENERGY TRANSFER L P Energy 517,285 $8.5M 0.10% NEW $16.49 +23.5%
177 A AGILENT TECHNOLOGIES INC Healthcare 61,886 $8.4M 0.10% NEW $136.07 -17.9%
178 MPLX MPLX LP Energy 154,299 $8.2M 0.10% NEW $53.37 +4.1%
179 IBDX ISHARES TR 317,075 $8.1M 0.10% NEW $25.53 -1.9%
180 APP APPLOVIN CORP Technology 11,904 $8.0M 0.09% NEW $673.83 -25.6%
181 VOO VANGUARD INDEX FDS 12,692 $8.0M 0.09% NEW $627.13 +8.3%
182 NOW SERVICENOW INC Technology 51,550 $7.9M 0.09% NEW $153.19 -40.9%
183 CRM SALESFORCE INC Technology 29,339 $7.8M 0.09% NEW $264.91 -36.7%
184 BSCT INVESCO EXCH TRD SLF IDX FD 411,026 $7.7M 0.09% NEW $18.84 -1.3%
185 VIRT VIRTU FINL INC Financial Services 228,294 $7.6M 0.09% NEW $33.32 +65.0%
186 NVS NOVARTIS AG Healthcare 55,017 $7.6M 0.09% NEW $137.87 +8.6%
187 EVR EVERCORE INC Financial Services 21,965 $7.5M 0.09% NEW $340.25 +0.2%
188 DLN WISDOMTREE TR 84,570 $7.4M 0.09% NEW $88.08 +7.5%
189 ATRC ATRICURE INC Healthcare 182,853 $7.2M 0.09% NEW $39.56 -28.9%
190 WM WASTE MGMT INC DEL Industrials 32,238 $7.1M 0.08% NEW $219.71 -0.4%
191 POOL POOL CORP Industrials 30,332 $6.9M 0.08% NEW $228.75 -23.4%
192 WSO.B WATSCO INC Industrials 20,141 $6.8M 0.08% NEW $336.96 +33.5%
193 UNH UNITEDHEALTH GROUP INC Healthcare 20,108 $6.6M 0.08% NEW $330.11 +20.9%
194 IWP ISHARES TR 47,996 $6.6M 0.08% NEW $136.94 -0.6%
195 MSCI MSCI INC Financial Services 10,784 $6.2M 0.07% NEW $573.73 -0.7%
196 OC OWENS CORNING NEW Industrials 54,617 $6.1M 0.07% NEW $111.91 +8.2%
197 SPGI S&P GLOBAL INC Financial Services 11,463 $6.0M 0.07% NEW $522.62 -22.7%
198 TKR TIMKEN CO Industrials 68,844 $5.8M 0.07% NEW $84.13 +38.8%
199 VTI VANGUARD INDEX FDS 17,229 $5.8M 0.07% NEW $335.28 +8.2%
200 ISCF ISHARES TR 138,969 $5.8M 0.07% NEW $41.48 +7.0%
201 RELX RELX PLC Communication Services 139,226 $5.6M 0.07% NEW $40.42 -22.2%
202 SCHF SCHWAB STRATEGIC TR 232,596 $5.6M 0.07% NEW $24.04 +11.1%
203 LEN LENNAR CORP Consumer Cyclical 52,894 $5.4M 0.06% NEW $102.80 -17.1%
204 FHLC FIDELITY COVINGTON TRUST 72,324 $5.4M 0.06% NEW $74.28 -5.8%
205 KLAC KLA CORP Technology 4,414 $5.4M 0.06% NEW $1215.12 +55.8%
206 BAC BANK AMERICA CORP Financial Services 96,194 $5.3M 0.06% NEW $55.00 -9.5%
207 VO VANGUARD INDEX FDS 17,983 $5.2M 0.06% NEW $290.22 -73.6%
208 IDXX IDEXX LABS INC Healthcare 7,637 $5.2M 0.06% NEW $676.55 -21.2%
209 GBDC GOLUB CAP BDC INC Financial Services 370,769 $5.0M 0.06% NEW $13.57 -2.9%
210 PNC PNC FINL SVCS GROUP INC Financial Services 23,733 $5.0M 0.06% NEW $208.74 +2.3%
211 BA BOEING CO Industrials 21,795 $4.7M 0.06% NEW $217.12 +1.6%
212 SHW SHERWIN WILLIAMS CO Basic Materials 14,519 $4.7M 0.06% NEW $324.04 -4.6%
213 SLB SLB LIMITED Energy 122,180 $4.7M 0.06% NEW $38.38 +45.3%
214 TOL TOLL BROTHERS INC Consumer Cyclical 33,869 $4.6M 0.05% NEW $135.22 -2.4%
215 TW TRADEWEB MKTS INC Financial Services 42,177 $4.5M 0.05% NEW $107.54 +2.1%
216 APPF APPFOLIO INC Technology 19,285 $4.5M 0.05% NEW $232.65 -34.8%
217 AZO AUTOZONE INC Consumer Cyclical 1,317 $4.5M 0.05% NEW $3392.36 -2.1%
218 CLB CORE LABORATORIES INC Energy 276,355 $4.4M 0.05% NEW $16.03 -18.5%
219 G7A GRUPO AEROPORTUARIO DEL CENT 40,048 $4.4M 0.05% NEW $108.77
220 SOLV SOLVENTUM CORP Healthcare 54,189 $4.3M 0.05% NEW $79.24 -6.1%
221 FSV FIRSTSERVICE CORP NEW Real Estate 27,349 $4.3M 0.05% NEW $155.53 -16.5%
222 AVTR AVANTOR INC Healthcare 365,922 $4.2M 0.05% NEW $11.46 -33.5%
223 FAF FIRST AMERN FINL CORP Financial Services 68,189 $4.2M 0.05% NEW $61.44 +9.1%
224 VYM VANGUARD WHITEHALL FDS 29,048 $4.2M 0.05% NEW $143.52 +8.5%
225 DFAC DIMENSIONAL ETF TRUST 105,199 $4.2M 0.05% NEW $39.59 +8.6%
226 MTG MGIC INVT CORP WIS Financial Services 141,670 $4.1M 0.05% NEW $29.22 -11.3%
227 ADP AUTOMATIC DATA PROCESSING IN Industrials 16,057 $4.1M 0.05% NEW $257.24 -16.6%
228 BATRK ATLANTA BRAVES HLDGS INC Communication Services 102,989 $4.1M 0.05% NEW $39.45 +27.8%
229 SFL SFL CORPORATION LTD Industrials 519,570 $4.1M 0.05% NEW $7.81 +61.1%
230 OREILLY AUTOMOTIVE INC 44,416 $4.1M 0.05% NEW $91.21
231 VIG VANGUARD SPECIALIZED FUNDS 18,085 $4.0M 0.05% NEW $219.78 +4.4%
232 NUE NUCOR CORP Basic Materials 23,578 $3.8M 0.04% NEW $163.11 +42.8%
233 GXO GXO LOGISTICS INCORPORATED Industrials 72,464 $3.8M 0.04% NEW $52.64 -5.2%
234 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 15,661 $3.8M 0.04% NEW $242.82 +6.3%
235 VOX VANGUARD WORLD FD 19,559 $3.8M 0.04% NEW $193.64 +1.1%
236 ISRG INTUITIVE SURGICAL INC Healthcare 6,685 $3.8M 0.04% NEW $566.37 -24.4%
237 GILD GILEAD SCIENCES INC Healthcare 30,714 $3.8M 0.04% NEW $122.74 +7.6%
238 VFH VANGUARD WORLD FD 27,885 $3.7M 0.04% NEW $133.49 -6.1%
239 VCR VANGUARD WORLD FD 9,392 $3.7M 0.04% NEW $393.93 -2.3%
240 VHT VANGUARD WORLD FD 12,716 $3.7M 0.04% NEW $287.85 -6.0%
241 STVN STEVANATO GROUP S P A Healthcare 179,444 $3.6M 0.04% NEW $20.12 -10.6%
242 GSLC GOLDMAN SACHS ETF TR 26,064 $3.5M 0.04% NEW $132.37 +5.8%
243 VB VANGUARD INDEX FDS 13,343 $3.4M 0.04% NEW $257.97 +9.2%
244 BRKR BRUKER CORP Healthcare 68,777 $3.2M 0.04% NEW $47.11 -9.0%
245 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,360 $3.2M 0.04% NEW $310.24 +13.9%
246 HCA HCA HEALTHCARE INC Healthcare 6,836 $3.2M 0.04% NEW $466.91 -7.3%
247 GEV GE VERNOVA INC Utilities 4,880 $3.2M 0.04% NEW $653.58 +66.9%
248 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 12,097 $3.1M 0.04% NEW $258.65 +35.0%
249 DCI DONALDSON INC Industrials 34,740 $3.1M 0.04% NEW $88.66 -5.4%
250 FLUTTER ENTMT PLC 14,121 $3.0M 0.04% NEW $215.04
251 BRK/A BERKSHIRE HATHAWAY INC DEL 4 $3.0M 0.04% NEW $754800.00
252 UBS UBS GROUP AG Financial Services 64,963 $3.0M 0.04% NEW $46.31 +0.1%
253 CWAN CLEARWATER ANALYTICS HLDGS I Technology 120,576 $2.9M 0.03% NEW $24.12 +1.0%
254 WINTRUST FINL CORP 20,719 $2.9M 0.03% NEW $139.82
255 WMS ADVANCED DRAIN SYS INC DEL Industrials 19,440 $2.8M 0.03% NEW $144.83 -3.3%
256 SNPS SYNOPSYS INC Technology 5,942 $2.8M 0.03% NEW $469.73 +8.6%
257 FLIN FRANKLIN TEMPLETON ETF TR 69,287 $2.7M 0.03% NEW $38.59 -10.8%
258 VIS VANGUARD WORLD FD 8,877 $2.6M 0.03% NEW $298.40 +12.1%
259 COF CAPITAL ONE FINL CORP Financial Services 10,708 $2.6M 0.03% NEW $242.37 -23.3%
260 UTZ UTZ BRANDS INC Consumer Defensive 248,614 $2.6M 0.03% NEW $10.38 -31.7%
261 AXP AMERICAN EXPRESS CO Financial Services 6,810 $2.5M 0.03% NEW $369.95 -15.3%
262 AMAT APPLIED MATLS INC Technology 9,692 $2.5M 0.03% NEW $257.00 +69.9%
263 UPS UNITED PARCEL SERVICE INC Industrials 24,822 $2.5M 0.03% NEW $99.19 -0.8%
264 IVW ISHARES TR 19,250 $2.4M 0.03% NEW $123.27 +10.9%
265 FDLO FIDELITY COVINGTON TRUST 35,109 $2.3M 0.03% NEW $66.75 +3.8%
266 DIS DISNEY WALT CO Communication Services 20,103 $2.3M 0.03% NEW $113.77 -7.3%
267 LOW LOWES COS INC Consumer Cyclical 9,236 $2.2M 0.03% NEW $241.16 -7.3%
268 XLF SELECT SECTOR SPDR TR 40,300 $2.2M 0.03% NEW $54.77 -6.6%
269 ADI ANALOG DEVICES INC Technology 8,066 $2.2M 0.03% NEW $271.20 +53.9%
270 MS MORGAN STANLEY Financial Services 11,950 $2.1M 0.03% NEW $177.54 +9.6%
271 SOLSTICE ADVANCED MATLS INC 43,554 $2.1M 0.03% NEW $48.58
272 IWF ISHARES TR 4,343 $2.1M 0.02% NEW $473.40 -73.7%
273 LADR LADDER CAP CORP Real Estate 186,155 $2.0M 0.02% NEW $10.99 -8.9%
274 IEFA ISHARES TR 22,859 $2.0M 0.02% NEW $89.46 +6.4%
275 ITOT ISHARES TR 13,717 $2.0M 0.02% NEW $148.69 +8.3%
276 NCNO NCINO INC Technology 79,298 $2.0M 0.02% NEW $25.64 -43.0%
277 PH PARKER-HANNIFIN CORP Industrials 2,254 $2.0M 0.02% NEW $879.27 +0.1%
278 GLD SPDR GOLD TR Financial Services 4,700 $1.9M 0.02% NEW $396.31 +7.8%
279 IWB ISHARES TR 4,982 $1.9M 0.02% NEW $373.48 +7.8%
280 USB US BANCORP DEL Financial Services 34,246 $1.8M 0.02% NEW $53.36 +0.1%
281 SAP SAP SE Technology 7,450 $1.8M 0.02% NEW $242.91 -32.4%
282 GS GOLDMAN SACHS GROUP INC Financial Services 1,949 $1.7M 0.02% NEW $879.20 +10.2%
283 ADBE ADOBE INC Technology 4,689 $1.6M 0.02% NEW $350.05 -29.3%
284 IETC ISHARES U S ETF TR 15,932 $1.6M 0.02% NEW $101.60 +5.0%
285 QUAL ISHARES TR 8,081 $1.6M 0.02% NEW $198.64 +5.9%
286 VDC VANGUARD WORLD FD 7,100 $1.5M 0.02% NEW $211.26 +9.5%
287 SCHI SCHWAB STRATEGIC TR 64,184 $1.5M 0.02% NEW $22.97 -2.2%
288 VRSK VERISK ANALYTICS INC Industrials 6,419 $1.4M 0.02% NEW $223.72 -29.9%
289 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,338 $1.4M 0.02% NEW $328.61 -24.6%
290 XLK SELECT SECTOR SPDR TR 9,874 $1.4M 0.02% NEW $143.98 +22.5%
291 UNP UNION PAC CORP Industrials 6,122 $1.4M 0.02% NEW $231.34 +16.4%
292 SJNK SPDR SERIES TRUST 54,914 $1.4M 0.02% NEW $25.32 -1.6%
293 IWD ISHARES TR 6,474 $1.4M 0.02% NEW $210.37 +10.4%
294 IWM ISHARES TR 5,426 $1.3M 0.02% NEW $246.18 +12.8%
295 PFFD GLOBAL X FDS 69,736 $1.3M 0.02% NEW $18.91 -0.4%
296 ESGU ISHARES TR 8,804 $1.3M 0.01% NEW $148.98 +7.9%
297 VV VANGUARD INDEX FDS 4,159 $1.3M 0.01% NEW $314.85 +7.9%
298 ASML ASML HOLDING N V Technology 1,222 $1.3M 0.01% NEW $1070.17 +40.3%
299 BIZD VANECK ETF TRUST 92,095 $1.3M 0.01% NEW $14.18 -11.1%
300 ACWI ISHARES TR 8,915 $1.3M 0.01% NEW $141.49 +8.9%
301 AFL AFLAC INC Financial Services 11,351 $1.3M 0.01% NEW $110.27 +5.9%
302 MU MICRON TECHNOLOGY INC Technology 4,347 $1.2M 0.01% NEW $285.43 +171.9%
303 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4,507 $1.2M 0.01% NEW $275.19 +9.1%
304 PGR PROGRESSIVE CORP Financial Services 5,443 $1.2M 0.01% NEW $227.73 -14.0%
305 CL COLGATE PALMOLIVE CO Consumer Defensive 15,435 $1.2M 0.01% NEW $79.02 +11.5%
306 IEMG ISHARES INC 18,086 $1.2M 0.01% NEW $67.22 +18.2%
307 MMM 3M CO Industrials 7,419 $1.2M 0.01% NEW $160.11 -9.4%
308 CIEN CIENA CORP Technology 5,078 $1.2M 0.01% NEW $233.87 +137.1%
309 SPYV SPDR SERIES TRUST 20,895 $1.2M 0.01% NEW $56.81 +5.4%
310 MKC MCCORMICK & CO INC Consumer Defensive 17,269 $1.2M 0.01% NEW $68.11 -31.7%
311 CMCSA COMCAST CORP NEW Communication Services 38,542 $1.2M 0.01% NEW $29.89 -17.2%
312 IWR ISHARES TR 11,946 $1.2M 0.01% NEW $96.27 +7.7%
313 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,818 $1.1M 0.01% NEW $146.58 -9.5%
314 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,166 $1.1M 0.01% NEW $137.81 -2.6%
315 COP CONOCOPHILLIPS Energy 11,813 $1.1M 0.01% NEW $93.61 +27.1%
316 T AT&T INC Communication Services 43,929 $1.1M 0.01% NEW $24.84 -0.7%
317 MSI MOTOROLA SOLUTIONS INC Technology 2,842 $1.1M 0.01% NEW $383.36 +4.2%
318 INTU INTUIT Technology 1,627 $1.1M 0.01% NEW $662.57 -42.9%
319 IVE ISHARES TR 4,990 $1.1M 0.01% NEW $212.07 +5.4%
320 COR CENCORA INC Healthcare 2,840 $959K 0.01% NEW $337.77 -22.7%
321 APH AMPHENOL CORP NEW Technology 6,985 $944K 0.01% NEW $135.15 -7.5%
322 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 11,368 $932K 0.01% NEW $82.03 -23.6%
323 MRP MILLROSE PPTYS INC Real Estate 31,178 $931K 0.01% NEW $29.87 -8.6%
324 STE STERIS PLC Healthcare 3,669 $930K 0.01% NEW $253.52 -14.8%
325 SLG SL GREEN RLTY CORP Real Estate 20,067 $921K 0.01% NEW $45.87 -5.3%
326 VXF VANGUARD INDEX FDS 4,359 $912K 0.01% NEW $209.15 +7.4%
327 EXK EXACT SCIENCES CORP Basic Materials 8,683 $882K 0.01% NEW $101.56 -89.4%
328 VEEV VEEVA SYS INC Healthcare 3,899 $871K 0.01% NEW $223.28 -30.0%
329 VST VISTRA CORP Utilities 5,386 $869K 0.01% NEW $161.34 -12.1%
330 BK BANK NEW YORK MELLON CORP Financial Services 7,328 $851K 0.01% NEW $116.11 +16.3%
331 ROK ROCKWELL AUTOMATION INC Industrials 2,171 $845K 0.01% NEW $389.23 +17.3%
332 IJR ISHARES TR 7,002 $842K 0.01% NEW $120.19 +11.4%
333 GD GENERAL DYNAMICS CORP Industrials 2,445 $823K 0.01% NEW $336.79 +1.1%
334 PWR QUANTA SVCS INC Industrials 1,929 $814K 0.01% NEW $422.21 +84.8%
335 GDDY GODADDY INC Technology 6,542 $812K 0.01% NEW $124.08 -31.5%
336 CIT CINTAS CORP 4,199 $790K 0.01% NEW $188.07
337 USMV ISHARES TR 8,324 $784K 0.01% NEW $94.17 +0.6%
338 GWW WW GRAINGER INC Industrials 774 $781K 0.01% NEW $1009.05 +27.3%
339 VDE VANGUARD WORLD FD 6,167 $777K 0.01% NEW $125.94 +33.7%
340 IRM IRON MTN INC DEL Real Estate 9,314 $773K 0.01% NEW $82.96 +54.0%
341 FDX FEDEX CORP Industrials 2,668 $771K 0.01% NEW $288.87 +31.5%
342 ANET ARISTA NETWORKS INC Technology 5,867 $769K 0.01% NEW $131.04 +8.3%
343 MDLZ MONDELEZ INTL INC Consumer Defensive 13,971 $752K 0.01% NEW $53.83 +13.3%
344 VERX VERTEX PHARMACEUTICALS INC Technology 1,652 $749K 0.01% NEW $453.46 -97.3%
345 NOC NORTHROP GRUMMAN CORP Industrials 1,303 $743K 0.01% NEW $570.40 -3.8%
346 AZN ASTRAZENECA PLC Healthcare 8,080 $743K 0.01% NEW $91.94 +97.5%
347 XLE SELECT SECTOR SPDR TR 16,298 $729K 0.01% NEW $44.71 +33.0%
348 ITW ILLINOIS TOOL WKS INC Industrials 2,948 $726K 0.01% NEW $246.34 +1.8%
349 VPU VANGUARD WORLD FD 3,859 $714K 0.01% NEW $185.08 +2.8%
350 VLO VALERO ENERGY CORP Energy 4,354 $709K 0.01% NEW $162.79 +50.4%
351 TSCO TRACTOR SUPPLY CO Consumer Cyclical 13,998 $700K 0.01% NEW $50.01 -39.0%
352 VOT VANGUARD INDEX FDS 2,486 $694K 0.01% NEW $279.20 +2.3%
353 VAW VANGUARD WORLD FD 3,334 $692K 0.01% NEW $207.59 +9.3%
354 XLB SELECT SECTOR SPDR TR 15,012 $681K 0.01% NEW $45.35 +10.9%
355 MRVL MARVELL TECHNOLOGY INC Technology 7,959 $676K 0.01% NEW $84.99 +114.8%
356 BKNG BOOKING HOLDINGS INC Consumer Cyclical 124 $668K 0.01% NEW $5384.18 -97.1%
357 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 8,259 $663K 0.01% NEW $80.30 -3.2%
358 MCHP MICROCHIP TECHNOLOGY INC. Technology 10,339 $659K 0.01% NEW $63.72 +52.3%
359 ICSH ISHARES TR 12,968 $656K 0.01% NEW $50.58 -0.1%
360 MDYG SPDR SERIES TRUST 7,045 $651K 0.01% NEW $92.43 +13.8%
361 VXUS VANGUARD STAR FDS 8,428 $636K 0.01% NEW $75.45 +10.2%
362 AEP AMERICAN ELEC PWR CO INC Utilities 5,453 $629K 0.01% NEW $115.32 +8.5%
363 VNQ VANGUARD INDEX FDS 7,105 $629K 0.01% NEW $88.50 +6.1%
364 AGYS AGILYSYS INC Technology 5,263 $625K 0.01% NEW $118.84 -43.3%
365 BSX BOSTON SCIENTIFIC CORP Healthcare 6,472 $617K 0.01% NEW $95.35 -44.8%
366 IUSG ISHARES TR 3,645 $612K 0.01% NEW $167.94 +11.2%
367 GLDM WORLD GOLD TR Financial Services 7,159 $611K 0.01% NEW $85.37 +5.4%
368 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,159 $606K 0.01% NEW $117.53 +18.5%
369 PODD INSULET CORP Healthcare 2,129 $605K 0.01% NEW $284.24 -47.7%
370 CDNS CADENCE DESIGN SYSTEM INC Technology 1,934 $605K 0.01% NEW $312.68 +11.1%
371 CRWD CROWDSTRIKE HLDGS INC Technology 1,284 $602K 0.01% NEW $468.84 +23.7%
372 EFX EQUIFAX INC Industrials 2,744 $596K 0.01% NEW $217.03 -27.3%
373 BBUS J P MORGAN EXCHANGE TRADED F 4,819 $594K 0.01% NEW $123.31 +7.9%
374 MZTI MARZETTI COMPANY Consumer Defensive 3,566 $586K 0.01% NEW $164.42 -30.4%
375 FV FIRST TR EXCHANGE TRADED FD 9,200 $579K 0.01% NEW $62.92 +10.9%
376 FTEC FIDELITY COVINGTON TRUST 2,547 $572K 0.01% NEW $224.67 +20.4%
377 SLQD ISHARES TR 11,253 $571K 0.01% NEW $50.70 -0.9%
378 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,433 $570K 0.01% NEW $76.67 +11.9%
379 FGD FIRST TR EXCHANGE TRADED FD 18,741 $567K 0.01% NEW $30.27 +10.3%
380 OGS ONE GAS INC Utilities 7,279 $562K 0.01% NEW $77.26 +9.1%
381 UNM UNUM GROUP Financial Services 7,195 $558K 0.01% NEW $77.51 +4.4%
382 VOOG VANGUARD ADMIRAL FDS INC 1,239 $551K 0.01% NEW $444.64 -81.5%
383 WEC WEC ENERGY GROUP INC Utilities 5,185 $547K 0.01% NEW $105.48 +5.8%
384 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 897 $541K 0.01% NEW $603.28 +9.3%
385 VRT VERTIV HOLDINGS CO Industrials 3,315 $537K 0.01% NEW $162.05 +132.2%
386 SMH VANECK ETF TRUST 1,491 $537K 0.01% NEW $360.22 +54.4%
387 SPYM SPDR SERIES TRUST 6,623 $531K 0.01% NEW $80.23 +8.4%
388 ETR ENTERGY CORP NEW Utilities 5,741 $531K 0.01% NEW $92.43 +22.1%
389 UBER UBER TECHNOLOGIES INC Technology 6,464 $528K 0.01% NEW $81.72 -8.6%
390 MPC MARATHON PETE CORP Energy 3,225 $525K 0.01% NEW $162.67 +53.0%
391 NXPI NXP SEMICONDUCTORS N V Technology 2,414 $524K 0.01% NEW $217.09 +35.5%
392 TRV TRAVELERS COMPANIES INC Financial Services 1,790 $519K 0.01% NEW $290.22 +2.8%
393 IYW ISHARES TR 2,583 $516K 0.01% NEW $199.70 +19.6%
394 BN BROOKFIELD CORP Financial Services 11,160 $512K 0.01% NEW $45.89 -0.8%
395 MRSH MARSH & MCLENNAN COS INC Financial Services 2,758 $512K 0.01% NEW $185.57 -13.8%
396 WRB BERKLEY W R CORP Financial Services 7,270 $510K 0.01% NEW $70.12 -5.8%
397 NSC NORFOLK SOUTHN CORP Industrials 1,760 $508K 0.01% NEW $288.86 +10.0%
398 CTVA CORTEVA INC Basic Materials 7,580 $508K 0.01% NEW $67.03 +24.3%
399 DFAX DIMENSIONAL ETF TRUST 15,374 $503K 0.01% NEW $32.73 +11.8%
400 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,958 $500K 0.01% NEW $100.91 -4.2%
401 F FORD MTR CO Consumer Cyclical 38,007 $499K 0.01% NEW $13.12 +10.4%
402 ESGD ISHARES TR 5,208 $495K 0.01% NEW $95.09 +5.7%
403 NDAQ NASDAQ INC Financial Services 5,059 $491K 0.01% NEW $97.13 -6.4%
404 FITBI FIFTH THIRD BANCORP Financial Services 10,482 $491K 0.01% NEW $46.81 -45.6%
405 CFG CITIZENS FINL GROUP INC Financial Services 8,308 $485K 0.01% NEW $58.42 +4.2%
406 MKC/V MCCORMICK & CO INC 7,074 $481K 0.01% NEW $68.01
407 SPOT SPOTIFY TECHNOLOGY S A Communication Services 824 $479K 0.01% NEW $581.18 -25.6%
408 HWM HOWMET AEROSPACE INC Industrials 2,319 $476K 0.01% NEW $205.10 +32.8%
409 FCX FREEPORT-MCMORAN INC Basic Materials 9,356 $475K 0.01% NEW $50.79 +30.2%
410 XLV SELECT SECTOR SPDR TR 3,068 $475K 0.01% NEW $154.80 -6.3%
411 INTC INTEL CORP Technology 12,868 $475K 0.01% NEW $36.90 +214.2%
412 EPD ENTERPRISE PRODS PARTNERS L Energy 14,792 $474K 0.01% NEW $32.06 +22.4%
413 KKRT KKR & CO INC Financial Services 3,709 $473K 0.01% NEW $127.50 -80.2%
414 IDCC INTERDIGITAL INC Technology 1,462 $465K 0.01% NEW $318.38 -15.1%
415 CMI CUMMINS INC Industrials 899 $459K 0.01% NEW $510.63 +40.3%
416 IAU* ISHARES GOLD TR 5,592 $454K 0.01% NEW $81.17
417 KR KROGER CO Consumer Defensive 7,229 $452K 0.01% NEW $62.48 +6.9%
418 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,341 $448K 0.01% NEW $83.86 +12.1%
419 PAYX PAYCHEX INC Industrials 3,991 $448K 0.01% NEW $112.20 -20.8%
420 PSA PUBLIC STORAGE OPER CO Real Estate 1,724 $447K 0.01% NEW $259.50 +16.8%
421 JCI JOHNSON CTLS INTL PLC Industrials 3,693 $442K 0.01% NEW $119.77 +20.1%
422 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,166 $440K 0.01% NEW $203.25 +77.9%
423 FLOT ISHARES TR 8,642 $440K 0.01% NEW $50.86 +0.2%
424 VLTO VERALTO CORP Industrials 4,378 $437K 0.01% NEW $99.79 -14.6%
425 EQIX EQUINIX INC Real Estate 569 $436K 0.01% NEW $766.38 +40.9%
426 IWS ISHARES TR 3,077 $434K 0.01% NEW $141.07 +10.2%
427 TRGP TARGA RES CORP Energy 2,350 $434K 0.01% NEW $184.50 +45.0%
428 CMA COMERICA INC 4,935 $429K 0.01% NEW $86.93
429 PPA INVESCO EXCHANGE TRADED FD T 2,731 $428K 0.01% NEW $156.66 +5.1%
430 TLH ISHARES TR 4,200 $427K 0.01% NEW $101.69 -3.8%
431 SNA SNAP ON INC Industrials 1,237 $426K 0.01% NEW $344.73 +6.3%
432 SCHX SCHWAB STRATEGIC TR 15,700 $422K 0.01% NEW $26.91 +7.9%
433 MOAT VANECK ETF TRUST 4,064 $421K 0.01% NEW $103.56 -4.1%
434 CBSH COMMERCE BANCSHARES INC Financial Services 8,012 $419K 0.01% NEW $52.34 -2.7%
435 NTAP NETAPP INC Technology 3,881 $416K 0.01% NEW $107.09 +12.0%
436 AMERIPRISE FINL INC 847 $415K 0.01% NEW $490.34
437 FLEX FLEX LTD Technology 6,869 $415K 0.01% NEW $60.42 +137.7%
438 SPDW SPDR INDEX SHS FDS 9,331 $414K 0.01% NEW $44.41 +10.7%
439 VOE VANGUARD INDEX FDS 2,321 $412K 0.01% NEW $177.44 +7.5%
440 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 845 $412K 0.01% NEW $487.25 +18.2%
441 AGG ISHARES TR 4,091 $409K 0.01% NEW $99.90 -1.9%
442 CAH CARDINAL HEALTH INC Healthcare 1,971 $405K 0.01% NEW $205.59 -5.1%
443 CARR CARRIER GLOBAL CORPORATION Industrials 7,655 $405K 0.01% NEW $52.84 +22.4%
444 CGDV CAPITAL GROUP DIVIDEND VALUE 9,267 $404K 0.01% NEW $43.64 +9.6%
445 ALL ALLSTATE CORP Financial Services 1,941 $404K 0.01% NEW $208.24 +4.4%
446 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,095 $404K 0.01% NEW $130.54 -4.8%
447 CSX CSX CORP Industrials 11,132 $404K 0.01% NEW $36.25 +26.7%
448 LOB LIVE OAK BANCSHARES INC Financial Services 11,703 $402K 0.01% NEW $34.35 +5.4%
449 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,470 $400K 0.01% NEW $162.03 -3.9%
450 CI THE CIGNA GROUP Healthcare 1,439 $396K 0.01% NEW $275.30 +3.6%
451 SHOP SHOPIFY INC Technology 2,456 $395K 0.01% NEW $161.02 -39.5%
452 TDG TRANSDIGM GROUP INC Industrials 296 $394K 0.01% NEW $1330.90 -11.4%
453 MGK VANGUARD WORLD FD 948 $391K 0.01% NEW $412.77 -78.5%
454 NVO NOVO-NORDISK A S Healthcare 7,646 $389K 0.01% NEW $50.88 -10.0%
455 CBRE CBRE GROUP INC Real Estate 2,411 $388K 0.01% NEW $160.84 -19.2%
456 STT SPDR DOW JONES INDL AVERAGE Financial Services 805 $387K 0.01% NEW $481.02 -68.0%
457 PHM PULTE GROUP INC Consumer Cyclical 3,272 $384K 0.01% NEW $117.29 -2.9%
458 BALL BALL CORP Consumer Cyclical 7,197 $381K 0.00% NEW $52.97 +4.2%
459 CA8A CACI INTL INC 712 $379K 0.00% NEW $532.81
460 RDVY FIRST TR EXCHANGE TRADED FD 5,422 $377K 0.00% NEW $69.47 +6.0%
461 PYPL PAYPAL HLDGS INC Financial Services 6,443 $376K 0.00% NEW $58.38 -22.9%
462 ES EVERSOURCE ENERGY Utilities 5,562 $375K 0.00% NEW $67.34 +2.2%
463 FNDX SCHWAB STRATEGIC TR 13,746 $374K 0.00% NEW $27.21 +11.4%
464 WDAY WORKDAY INC Technology 1,730 $372K 0.00% NEW $214.87 -44.7%
465 BROADRIDGE FINL SOLUTIONS IN 1,638 $366K 0.00% NEW $223.17
466 DUT MOODYS CORP 711 $363K 0.00% NEW $511.19
467 LH LABCORP HOLDINGS INC Healthcare 1,435 $360K 0.00% NEW $251.00 +1.2%
468 AOK ISHARES TR 8,904 $357K 0.00% NEW $40.13 +1.9%
469 VWO VANGUARD INTL EQUITY INDEX F 6,546 $352K 0.00% NEW $53.77 +8.7%
470 SCHB SCHWAB STRATEGIC TR 13,221 $347K 0.00% NEW $26.23 +8.3%
471 SHEL SHELL PLC Energy 4,700 $345K 0.00% NEW $73.49 +15.0%
472 OZK BANK OZK LITTLE ROCK ARK Financial Services 7,355 $338K 0.00% NEW $46.02 +2.4%
473 SPYD SPDR SERIES TRUST 7,809 $338K 0.00% NEW $43.25 +6.9%
474 MKL MARKEL GROUP INC Financial Services 157 $337K 0.00% NEW $2149.65 -14.1%
475 SPMD SPDR SERIES TRUST 5,787 $335K 0.00% NEW $57.91 +9.3%
476 D DOMINION ENERGY INC Utilities 5,674 $332K 0.00% NEW $58.60 +7.5%
477 FQI DIGITAL RLTY TR INC 2,144 $332K 0.00% NEW $154.77
478 IGM ISHARES TR 2,569 $332K 0.00% NEW $129.16 +19.4%
479 IXUS ISHARES TR 3,915 $331K 0.00% NEW $84.64 +10.3%
480 AMT AMERICAN TOWER CORP NEW Real Estate 1,871 $329K 0.00% NEW $175.62 -2.8%
481 EFV ISHARES TR 4,555 $325K 0.00% NEW $71.41 +8.2%
482 ADSK AUTODESK INC Technology 1,093 $324K 0.00% NEW $296.25 -20.1%
483 RSP INVESCO EXCHANGE TRADED FD T 1,680 $322K 0.00% NEW $191.58 +5.2%
484 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 906 $318K 0.00% NEW $350.64 +13.1%
485 EMB ISHARES TR 3,297 $317K 0.00% NEW $96.28 -1.6%
486 BDX BECTON DICKINSON & CO Healthcare 1,623 $315K 0.00% NEW $194.17 -26.1%
487 DFUV DIMENSIONAL ETF TRUST 6,748 $314K 0.00% NEW $46.59 +11.9%
488 CW CURTISS WRIGHT CORP Industrials 569 $314K 0.00% NEW $551.50 +36.1%
489 ACUITY INC 870 $313K 0.00% NEW $360.24
490 OMC OMNICOM GROUP INC Communication Services 3,862 $312K 0.00% NEW $80.76 -11.4%
491 ARCH CAP GROUP LTD 3,235 $310K 0.00% NEW $95.92
492 WELL WELLTOWER INC Real Estate 1,636 $304K 0.00% NEW $185.70 +17.3%
493 RACE FERRARI N V Consumer Cyclical 814 $301K 0.00% NEW $369.58 -10.1%
494 FTXH FIRST TR EXCHANGE TRADED FD 4,179 $299K 0.00% NEW $71.45 -52.6%
495 EFA ISHARES TR 3,053 $293K 0.00% NEW $96.04 +5.9%
496 TDY TELEDYNE TECHNOLOGIES INC Technology 567 $290K 0.00% NEW $510.73 +25.0%
497 BBCA J P MORGAN EXCHANGE TRADED F 3,078 $286K 0.00% NEW $93.00 +5.9%
498 PNNT PENNANTPARK INVT CORP Financial Services 48,013 $286K 0.00% NEW $5.96 -29.0%
499 DYNF BLACKROCK ETF TRUST 4,698 $286K 0.00% NEW $60.82 +9.0%
500 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,821 $284K 0.00% NEW $24.02 +42.1%
501 TRMB TRIMBLE INC Technology 3,582 $281K 0.00% NEW $78.35 -28.8%
502 PCAR PACCAR INC Industrials 2,560 $280K 0.00% NEW $109.55 +2.8%
503 GEN GEN DIGITAL INC Technology 10,207 $278K 0.00% NEW $27.19 -14.8%
504 JBL JABIL INC Technology 1,214 $277K 0.00% NEW $228.08 +55.4%
505 FDN FIRST TR EXCHANGE-TRADED FD 1,025 $276K 0.00% NEW $269.31 -0.4%
506 EME EMCOR GROUP INC Industrials 450 $275K 0.00% NEW $611.98 +52.0%
507 DVY ISHARES TR 1,941 $274K 0.00% NEW $141.16 +6.9%
508 EXPD EXPEDITORS INTL WASH INC Industrials 1,838 $274K 0.00% NEW $149.07 +3.0%
509 SPROUTS FMRS MKT INC 3,427 $273K 0.00% NEW $79.69
510 FE FIRSTENERGY CORP Utilities 5,888 $264K 0.00% NEW $44.77 -0.6%
511 CR CRANE COMPANY Industrials 1,425 $263K 0.00% NEW $184.44 -2.8%
512 ESSENTIAL UTILS INC 6,819 $262K 0.00% NEW $38.36
513 MSIF MSC INCOME FUND INC Financial Services 19,886 $261K 0.00% NEW $13.14 -7.7%
514 PAVE GLOBAL X FDS 5,415 $259K 0.00% NEW $47.79 +15.9%
515 RY ROYAL BK CDA Financial Services 1,516 $258K 0.00% NEW $170.50 +5.5%
516 TM TOYOTA MOTOR CORP Consumer Cyclical 1,207 $258K 0.00% NEW $214.10 -11.0%
517 NRG NRG ENERGY INC Utilities 1,588 $253K 0.00% NEW $159.32 -15.4%
518 CPRT COPART INC Industrials 6,461 $253K 0.00% NEW $39.15 -16.6%
519 SONY SONY GROUP CORP Technology 9,794 $251K 0.00% NEW $25.60 -13.6%
520 RSG REPUBLIC SVCS INC Industrials 1,172 $248K 0.00% NEW $211.94 -1.5%
521 ROP ROPER TECHNOLOGIES INC Industrials 552 $246K 0.00% NEW $445.13 -28.6%
522 MAS MASCO CORP Industrials 3,836 $243K 0.00% NEW $63.47 +7.5%
523 PRU PRUDENTIAL FINL INC Financial Services 2,127 $240K 0.00% NEW $112.93 -8.6%
524 CEF/U SPROTT ASSET MANAGEMENT LP 5,200 $238K 0.00% NEW $45.80
525 IJJ ISHARES TR 1,807 $238K 0.00% NEW $131.65 +4.8%
526 DTE DTE ENERGY CO Utilities 1,838 $237K 0.00% NEW $129.04 +11.4%
527 RF REGIONS FINANCIAL CORP NEW Financial Services 8,742 $237K 0.00% NEW $27.10 -1.1%
528 CRH CRH PLC Basic Materials 1,879 $235K 0.00% NEW $124.80 -13.8%
529 SCHM SCHWAB STRATEGIC TR 7,719 $232K 0.00% NEW $30.07 +12.9%
530 COHR COHERENT CORP Technology 1,254 $232K 0.00% NEW $184.68 +119.3%
531 YUM YUM BRANDS INC Consumer Cyclical 1,523 $230K 0.00% NEW $151.34 -0.5%
532 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,315 $227K 0.00% NEW $68.36 -10.1%
533 IDR IDAHO STRATEGIC RESOURCES Basic Materials 5,600 $226K 0.00% NEW $40.30 +10.6%
534 VBR VANGUARD INDEX FDS 1,064 $225K 0.00% NEW $211.85 +7.3%
535 SREA SEMPRA Utilities 2,551 $225K 0.00% NEW $88.30 -75.6%
536 PRF INVESCO EXCHANGE TRADED FD T 4,790 $225K 0.00% NEW $46.92 +11.3%
537 SMA SMARTSTOP SELF STORAG REIT I Real Estate 7,247 $224K 0.00% NEW $30.94 -0.5%
538 GM GENERAL MTRS CO Consumer Cyclical 2,753 $224K 0.00% NEW $81.32 -4.4%
539 SDY SPDR SERIES TRUST 1,607 $224K 0.00% NEW $139.16 +5.0%
540 REGN REGENERON PHARMACEUTICALS Healthcare 285 $220K 0.00% NEW $773.28 -7.8%
541 DTM DT MIDSTREAM INC Energy 1,839 $220K 0.00% NEW $119.74 +23.7%
542 PHYS/U SPROTT ASSET MANAGEMENT LP 6,635 $219K 0.00% NEW $33.02
543 ESGV VANGUARD WORLD FD 1,808 $219K 0.00% NEW $120.96 +7.4%
544 GLW CORNING INC Technology 2,482 $217K 0.00% NEW $87.58 +137.8%
545 FAST FASTENAL CO Industrials 5,388 $216K 0.00% NEW $40.13 +9.6%
546 VTWO VANGUARD SCOTTSDALE FDS 2,148 $214K 0.00% NEW $99.52 +12.8%
547 NTES NETEASE INC Technology 1,552 $214K 0.00% NEW $137.62 -15.5%
548 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 755 $211K 0.00% NEW $279.12 -4.9%
549 AMLP ALPS ETF TR 4,429 $208K 0.00% NEW $47.02 +14.9%
550 FICO FAIR ISAAC CORP Technology 123 $208K 0.00% NEW $1690.62 -36.3%
551 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,614 $208K 0.00% NEW $37.00 -11.8%
552 ENB ENBRIDGE INC Energy 4,329 $207K 0.00% NEW $47.84 +17.5%
553 ATO ATMOS ENERGY CORP Utilities 1,233 $207K 0.00% NEW $167.64 +5.3%
554 UAL UNITED AIRLS HLDGS INC Industrials 1,841 $206K 0.00% NEW $111.83 -14.1%
555 SCI SERVICE CORP INTL Consumer Cyclical 2,633 $205K 0.00% NEW $77.97 +0.4%
556 DHI D R HORTON INC Consumer Cyclical 1,420 $205K 0.00% NEW $144.06 -3.3%
557 CSL CARLISLE COS INC Industrials 639 $204K 0.00% NEW $319.86 +8.8%
558 IUSB ISHARES TR 4,346 $202K 0.00% NEW $46.54 -1.8%
559 FTNT FORTINET INC Technology 2,535 $201K 0.00% NEW $79.41 +53.4%
560 PGF INVESCO EXCHANGE TRADED FD T 13,351 $189K 0.00% NEW $14.14 -1.6%
561 FTCA PUTNAM ETF TRUST 25,460 $186K 0.00% NEW $7.32 -0.4%
562 FSK FS KKR CAP CORP Financial Services 10,297 $152K 0.00% NEW $14.81 -27.1%
563 XIGDX VOYA GLBL EQTY DIV & PREM OP 24,794 $142K 0.00% NEW $5.72
564 COUR COURSERA INC Consumer Defensive 16,773 $123K 0.00% NEW $7.36 -30.8%
565 GNT GAMCO NAT RES GOLD & INCOME Financial Services 16,159 $120K 0.00% NEW $7.45 +6.7%
566 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 20,807 $107K 0.00% NEW $5.16 +1.0%
567 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 23,000 $51K 0.00% NEW $2.21 +8.1%

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 27.3%
Financial Services 15.3%
Healthcare 11.1%
Industrials 8.3%
Consumer Cyclical 7.9%
Consumer Defensive 7.3%
Real Estate 7.0%
Communication Services 6.2%
Energy 4.6%
Utilities 3.9%