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CBIZ Investment Advisory Services, LLC

· CIK 0001795934
13F Portfolio $2.7B AUM 422 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 BNDX VANGUARD BD INDEX FDS 8,579,414.0 $631.8M 23.10% +573K +7.2% $73.64 -35.4%
2 VTV VANGUARD INDEX FDS 2,701,704.0 $530.1M 19.38% +592K +28.1% $196.20 +5.3%
3 VEU VANGUARD INTL EQUITY INDEX F 5,351,291.0 $401.9M 14.69% -33K -0.6% $75.10 +7.9%
4 VUG VANGUARD INDEX FDS 904,105.0 $394.9M 14.44% +76K +9.2% $436.79 -80.0%
5 QQQ INVESCO QQQ TR Financial Services 420,595.0 $242.8M 8.88% $577.30 +22.8%
6 VB VANGUARD INDEX FDS 476,205.0 $124.7M 4.56% +344K +259.5% $261.92 +7.6%
7 VWO VANGUARD INTL EQUITY INDEX F 1,975,017.0 $106.7M 3.90% $54.05 +8.1%
8 VO VANGUARD INDEX FDS 297,343.0 $85.4M 3.12% -333K -52.8% $287.18 -73.4%
9 INVESCO EXCHANGE TRADED FD T 257,035.0 $49.3M 1.80% $191.86
10 IVV ISHARES TR 58,356.0 $38.2M 1.40% -1K -2.2% $654.61 +13.4%
11 HYG ISHARES TR 441,115.0 $35.1M 1.28% +31K +7.7% $79.56 -0.1%
12 VANGUARD SCOTTSDALE FDS 400,595.0 $33.1M 1.21% +30K +8.0% $82.75
13 VEA VANGUARD TAX-MANAGED FDS 169,197.0 $10.8M 0.40% -5K -2.9% $64.08 +7.8%
14 VTI VANGUARD INDEX FDS 22,438.0 $7.2M 0.26% -211.0 -0.9% $320.81 +13.1%
15 VONE VANGUARD SCOTTSDALE FDS 17,674.0 $5.2M 0.19% -1K -6.8% $295.12 +12.8%
16 ESML ISHARES TR 99,939.0 $4.7M 0.17% NEW $47.02 +8.4%
17 ISHARES INC 46,241.0 $3.6M 0.13% -4K -8.1% $78.66
18 AAPL APPLE INC Technology 14,214.0 $3.6M 0.13% -4K -21.3% $253.79 +18.3%
19 VOE VANGUARD INDEX FDS 16,027.0 $3.0M 0.11% $184.28 +3.5%
20 VXUS VANGUARD STAR FDS 27,307.0 $2.1M 0.08% +26K +1470.3% $77.11 +7.8%
21 IWF ISHARES TR 3,353.0 $1.4M 0.05% $426.40 -70.8%
22 IJH ISHARES TR 20,952.0 $1.4M 0.05% -13K -38.1% $67.53 +6.9%
23 BSV VANGUARD BD INDEX FDS 14,299.0 $1.1M 0.04% +11K +293.1% $78.41 -0.8%
24 VONV VANGUARD SCOTTSDALE FDS 11,672.0 $1.1M 0.04% -81.0 -0.7% $93.74 +8.7%
25 VNQ BERKSHIRE HATHAWAY INC DEL 3,727.0 $862K 0.03% -911.0 -20.0% $231.19 -59.4%
26 NVDA NVIDIA CORPORATION Technology 4,629.0 $807K 0.03% -5K -51.2% $174.39 +35.2%
27 JPM JPMORGAN CHASE & CO Financial Services 2,500.0 $735K 0.03% -866.0 -25.7% $294.15 +2.0%
28 LRGF STATE STR SPDR S&P 500 ETF T 1,056.0 $687K 0.03% $650.80 -88.6%
29 MSFT MICROSOFT CORP Technology 1,803.0 $667K 0.02% -2K -46.2% $370.17 +10.6%
30 GOOGL ALPHABET INC Communication Services 2,143.0 $615K 0.02% -3K -38.9% $287.17 +39.7%
31 DVY ISHARES TR 3,238.0 $490K 0.02% -3K -51.5% $151.39 -0.3%
32 AVGO BROADCOM INC Technology 1,561.0 $483K 0.02% -996.0 -39.0% $309.55 +37.4%
33 IJR ISHARES TR 3,861.0 $480K 0.02% -819.0 -17.5% $124.31 +7.7%
34 SPDR SERIES TRUST 8,490.0 $450K 0.02% $53.03
35 WMT WALMART INC Consumer Defensive 3,526.0 $439K 0.02% -1K -25.7% $124.46 +6.4%
36 SPDR SERIES TRUST 2,600.0 $379K 0.01% $145.94
37 LLY ELI LILLY & CO Healthcare 406.0 $373K 0.01% -175.0 -30.1% $919.77 +9.5%
38 PKBK PARKE BANCORP INC Financial Services 12,567.0 $357K 0.01% $28.40 +6.6%
39 EFA ISHARES TR 2,996.0 $306K 0.01% -3K -46.1% $102.29 -0.6%
40 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,072.0 $291K 0.01% $94.75 +17.5%
41 CAT CATERPILLAR INC Industrials 405.0 $287K 0.01% -102.0 -20.1% $709.16 +25.3%
42 SMH SELECT SECTOR SPDR TR 2,052.0 $273K 0.01% -860.0 -29.5% $132.90 +318.6%
43 IEFA ISHARES TR 2,809.0 $254K 0.01% -4K -55.7% $90.53 +5.2%
44 VOO VANGUARD INDEX FDS 405.0 $242K 0.01% -141.0 -25.8% $596.97 +13.8%
45 BAC BANK AMERICA CORP Financial Services 3,991.0 $195K 0.01% -2K -34.4% $48.75 +2.1%
46 VANGUARD WORLD FD 245.0 $171K 0.01% $697.95
47 AMZN AMAZON COM INC Consumer Cyclical 799.0 $166K 0.01% -3K -81.3% $208.27 +26.8%
48 IUSV ISHARES TR 1,329.0 $136K 0.01% $102.25 +5.8%
49 AMUN ABRDN FDS 5,175.0 $135K 0.01% $26.08 -0.1%
50 CBZ CBIZ INC Industrials 4,710.0 $126K 0.01% $26.85 +7.7%
51 VDE VANGUARD WORLD FD 688.0 $119K 0.00% -10.0 -1.4% $173.15 -2.8%
52 CEG CONSTELLATION ENERGY CORP Utilities 422.0 $118K 0.00% +373.0 +761.2% $279.25 -4.3%
53 IAU ISHARES GOLD TR Financial Services 1,250.0 $110K 0.00% $88.16 -3.0%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 2,187.0 $110K 0.00% -57.0 -2.5% $50.20 -6.3%
55 ABBV ABBVIE INC Healthcare 502.0 $109K 0.00% -629.0 -55.6% $217.49 -3.3%
56 SPDR GOLD TR 250.0 $108K 0.00% $430.29
57 ORCL ORACLE CORP Technology 711.0 $105K 0.00% -466.0 -39.6% $147.19 +32.9%
58 HD HOME DEPOT INC Consumer Cyclical 272.0 $89K 0.00% -239.0 -46.8% $328.89 -7.5%
59 T AT&T INC Communication Services 3,044.0 $88K 0.00% -861.0 -22.1% $28.99 -14.9%
60 RSG REPUBLIC SVCS INC Industrials 400.0 $88K 0.00% -45.0 -10.1% $219.02 -4.7%
61 GILD GILEAD SCIENCES INC Healthcare 615.0 $86K 0.00% -209.0 -25.4% $139.37 -5.2%
62 ITW ILLINOIS TOOL WKS INC Industrials 322.0 $84K 0.00% -114.0 -26.1% $261.90 -4.2%
63 INVESCO EXCH TRD SLF IDX FD 4,269.0 $84K 0.00% +44.0 +1.0% $19.63
64 INVESCO EXCH TRD SLF IDX FD 4,266.0 $83K 0.00% +44.0 +1.0% $19.53
65 INVESCO EXCH TRD SLF IDX FD 3,984.0 $81K 0.00% +43.0 +1.1% $20.42
66 INVESCO EXCH TRD SLF IDX FD 4,286.0 $80K 0.00% NEW $18.66
67 XOM EXXON MOBIL CORP Energy 465.0 $79K 0.00% -784.0 -62.8% $169.54 -9.9%
68 VTIP VANGUARD MALVERN FDS 1,561.0 $78K 0.00% $49.95 +0.9%
69 DIS DISNEY WALT CO Communication Services 800.0 $77K 0.00% -308.0 -27.8% $96.38 +9.4%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 76.0 $76K 0.00% -95.0 -55.6% $996.43 +4.5%
71 SELECT SECTOR SPDR TR 1,500.0 $74K 0.00% $49.37
72 ITOT ISHARES TR 500.0 $71K 0.00% $142.43 +13.1%
73 SIVR ABRDN SILVER ETF TRUST Financial Services 990.0 $71K 0.00% $71.61 +1.3%
74 PSX PHILLIPS 66 Energy 375.0 $68K 0.00% -9.0 -2.3% $182.18 -5.9%
75 MCD MCDONALDS CORP Consumer Cyclical 218.0 $68K 0.00% -161.0 -42.5% $310.79 -11.5%
76 LMT LOCKHEED MARTIN CORP Industrials 106.0 $64K 0.00% -83.0 -43.9% $604.39 -13.9%
77 PNC PNC FINL SVCS GROUP INC Financial Services 298.0 $62K 0.00% -172.0 -36.6% $208.09 +2.6%
78 TRV TRAVELERS COMPANIES INC Financial Services 208.0 $61K 0.00% -49.0 -19.1% $291.68 +2.3%
79 VANGUARD WORLD FD 256.0 $58K 0.00% $224.66
80 CVX CHEVRON CORPORATION Energy 277.0 $57K 0.00% -678.0 -71.0% $206.90 -9.8%
81 ESGV VANGUARD WORLD FD 504.0 $57K 0.00% $112.27 +15.7%
82 KMPR KEMPER CORP Financial Services 1,805.0 $55K 0.00% $30.56 -1.3%
83 SPDR SERIES TRUST 599.0 $55K 0.00% $91.71
84 TSLA TESLA INC Consumer Cyclical 145.0 $54K 0.00% -1K -87.8% $371.75 +19.2%
85 VBR VANGUARD INDEX FDS 248.0 $54K 0.00% $217.25 +4.6%
86 SCHD SCHWAB STRATEGIC TR 1,754.0 $54K 0.00% $30.67 +3.4%
87 RTX RTX CORPORATION Industrials 276.0 $53K 0.00% -838.0 -75.2% $192.90 -8.9%
88 BGRN ISHARES TR 1,095.0 $52K 0.00% $47.47 -0.6%
89 KO COCA COLA CO Consumer Defensive 657.0 $50K 0.00% -1K -66.8% $76.23 +5.5%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 204.0 $49K 0.00% -204.0 -50.0% $242.17 -9.8%
91 MO ALTRIA GROUP INC Consumer Defensive 740.0 $49K 0.00% -191.0 -20.5% $66.05 +9.6%
92 SPYD SPDR SERIES TRUST 1,055.0 $48K 0.00% $45.54 +1.5%
93 VBK VANGUARD INDEX FDS 156.0 $47K 0.00% $302.25 +11.7%
94 VIGI VANGUARD SPECIALIZED FUNDS 208.0 $45K 0.00% $215.06 -57.2%
95 PG PROCTER & GAMBLE CO Consumer Defensive 307.0 $44K 0.00% -331.0 -51.9% $144.44 -1.2%
96 MAR MARRIOTT INTL INC NEW Consumer Cyclical 127.0 $42K 0.00% -32.0 -20.1% $327.07 +8.1%
97 JNJ JOHNSON & JOHNSON Healthcare 163.0 $40K 0.00% -511.0 -75.8% $244.44 -5.6%
98 HON HONEYWELL INTL INC Industrials 175.0 $40K 0.00% -551.0 -75.9% $226.03 -3.7%
99 CMI CUMMINS INC Industrials 71.0 $38K 0.00% -21.0 -22.8% $538.01 +33.2%
100 CISCO SYS INC 488.0 $38K 0.00% -587.0 -54.6% $77.59
101 VPU VANGUARD WORLD FD 175.0 $35K 0.00% $198.44 -4.2%
102 TD TORONTO DOMINION BK ONT Financial Services 360.0 $34K 0.00% $93.31 +16.0%
103 META META PLATFORMS INC Communication Services 58.0 $33K 0.00% -304.0 -84.0% $574.03 +7.7%
104 STATE STR SPDR S&P MIDCAP 40 50.0 $31K 0.00% $622.78
105 CVS CVS HEALTH CORP Healthcare 433.0 $31K 0.00% -87.0 -16.7% $71.82 +35.3%
106 HLI HOULIHAN LOKEY INC Financial Services 215.0 $31K 0.00% $143.62 +5.1%
107 SHW SHERWIN WILLIAMS CO Basic Materials 95.0 $30K 0.00% -50.0 -34.5% $320.55 -3.5%
108 EXPD EXPEDITORS INTL WASH INC Industrials 200.0 $29K 0.00% $143.23 +7.2%
109 ETN EATON CORP PLC Industrials 80.0 $29K 0.00% -519.0 -86.6% $357.68 +14.1%
110 NFLX NETFLIX INC. Communication Services 290.0 $28K 0.00% -840.0 -74.3% $96.15 -9.6%
111 V VISA INC Financial Services 92.0 $28K 0.00% -262.0 -74.0% $302.51 +6.6%
112 PXH INVESCO EXCH TRADED FD TR II 1,000.0 $27K 0.00% $26.91 +5.9%
113 NVS NOVARTIS AG Healthcare 167.0 $26K 0.00% $152.75 -1.9%
114 JCPB J P MORGAN EXCHANGE TRADED F 537.0 $25K 0.00% +5.0 +0.9% $47.09 -1.3%
115 IEF ISHARES TR 262.0 $25K 0.00% $95.50 -2.1%
116 QQQM INVESCO EXCH TRADED FD TR II 99.0 $23K 0.00% $237.29 +23.0%
117 CAPITAL ONE FINL CORP 128.0 $23K 0.00% -98.0 -43.4% $182.43
118 USFR WISDOMTREE TR 455.0 $23K 0.00% $50.34 +0.2%
119 PAA PLAINS ALL AMERN PIPELINE L Energy 1,021.0 $23K 0.00% $22.33 +0.7%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 134.0 $22K 0.00% -233.0 -63.5% $165.45 +16.0%
121 PLTR PALANTIR TECHNOLOGIES INC Technology 143.0 $21K 0.00% -515.0 -78.3% $146.28 -8.6%
122 IWY ISHARES TR 80.0 $20K 0.00% $250.07 +16.9%
123 GE GE AEROSPACE Industrials 69.0 $20K 0.00% -188.0 -73.2% $283.12 +3.0%
124 GEV GE VERNOVA INC Utilities 22.0 $19K 0.00% -59.0 -72.8% $873.18 +24.9%
125 IBB ISHARES TR 114.0 $19K 0.00% $168.39 -0.9%
126 VT VANGUARD INTL EQUITY INDEX F 135.0 $19K 0.00% +39.0 +40.6% $138.74 +10.7%
127 DHS WISDOMTREE TR 167.0 $18K 0.00% $109.22 +1.2%
128 ONEQ FIDELITY COMWLTH TR 213.0 $18K 0.00% $84.76 +22.0%
129 COMCAST CORP NEW 618.0 $18K 0.00% -1K -69.5% $28.72
130 GIS GENERAL MILLS INC Consumer Defensive 444.0 $17K 0.00% -703.0 -61.3% $37.22 -11.0%
131 ENERGY TRANSFER L P 810.0 $16K 0.00% $19.30
132 PIMCO ETF TR 594.0 $16K 0.00% +7.0 +1.2% $26.20
133 D DOMINION ENERGY INC Utilities 250.0 $15K 0.00% -182.0 -42.1% $61.82 +1.9%
134 FIRST TR EXCHNG TRADED FD VI 619.0 $15K 0.00% +5.0 +0.8% $24.77
135 SDVY FIRST TR EXCHANGE TRADED FD 380.0 $15K 0.00% $39.41 +3.5%
136 DGRO ISHARES TR 208.0 $15K 0.00% $70.19 +4.5%
137 CTVA CORTEVA INC Basic Materials 168.0 $14K 0.00% -36.0 -17.6% $83.71 -0.5%
138 MMM 3M CO Industrials 96.0 $14K 0.00% -3.0 -3.0% $145.39 -0.2%
139 PICK ISHARES INC 246.0 $14K 0.00% $56.65 +11.1%
140 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 47.0 $14K $290.49 +1.7%
141 PPH VANECK ETF TRUST 148.0 $14K $91.78 +9.9%
142 RWL INVESCO EXCH TRADED FD TR II 116.0 $13K $114.66 +8.5%
143 VANGUARD SCOTTSDALE FDS 164.0 $13K $79.27
144 XMMO INVESCO EXCHANGE TRADED FD T 87.0 $13K $145.40 +12.7%
145 CASY CASEYS GEN STORES INC Consumer Cyclical 17.0 $12K $727.88 +17.2%
146 BWXT BWX TECHNOLOGIES INC Industrials 60.0 $12K $204.48 +0.1%
147 HMC HONDA MOTOR CO LTD Consumer Cyclical 500.0 $12K $24.31 +5.6%
148 TTEK TETRA TECH INC NEW Industrials 402.0 $12K -695.0 -63.4% $30.13 -13.1%
149 FBCG FIDELITY COVINGTON TRUST 240.0 $12K $50.12 +21.7%
150 BSJQ INVESCO EXCH TRD SLF IDX FD 506.0 $12K +7.0 +1.4% $23.15 +0.2%
151 BSJR INVESCO EXCH TRD SLF IDX FD 514.0 $11K +7.0 +1.4% $22.36 +0.3%
152 ENSG ENSIGN GROUP INC Healthcare 57.0 $11K -355.0 -86.2% $201.56 -11.1%
153 AIRR FIRST TR EXCHANGE TRADED FD 103.0 $11K $111.01 +15.1%
154 SBUX STARBUCKS CORP Consumer Cyclical 127.0 $11K -150.0 -54.1% $89.59 +18.8%
155 SLVP ISHARES INC 318.0 $11K $35.51 +2.7%
156 SCHF SCHWAB STRATEGIC TR 446.0 $11K $24.75 +7.9%
157 TEL TE CONNECTIVITY PLC Technology 52.0 $11K -114.0 -68.7% $209.02 -1.1%
158 CRM SALESFORCE INC Technology 58.0 $11K -141.0 -70.8% $186.67 -10.2%
159 TJX TJX COS INC NEW Consumer Cyclical 67.0 $11K -294.0 -81.4% $159.70 -7.7%
160 EXC EXELON CORP Utilities 218.0 $11K -190.0 -46.6% $49.02 -9.4%
161 ISRG INTUITIVE SURGICAL INC Healthcare 23.0 $11K -108.0 -82.4% $461.00 -7.1%
162 AMD ADVANCED MICRO DEVICES INC Technology 50.0 $10K -477.0 -90.5% $203.44 +108.5%
163 TMO THERMO FISHER SCIENTIFIC INC Healthcare 19.0 $9K -99.0 -83.9% $492.00 -8.9%
164 ASML HLDG NV 7.0 $9K $1320.86
165 IVT INVENTRUST PPTYS CORP Real Estate 293.0 $9K $30.71 +2.0%
166 SLYG SPDR SERIES TRUST 93.0 $9K $96.62 +9.5%
167 EQIX EQUINIX INC Real Estate 9.0 $9K -24.0 -72.7% $980.22 +10.1%
168 GWW WW GRAINGER INC Industrials 8.0 $9K -1.0 -11.1% $1090.75 +17.7%
169 PANW PALO ALTO NETWORKS INC Technology 54.0 $9K -141.0 -72.3% $160.31 +48.6%
170 UBER UBER TECHNOLOGIES INC Technology 120.0 $9K -514.0 -81.1% $71.93 +3.8%
171 PFE PFIZER INC Healthcare 303.0 $9K -1K -81.5% $28.12 -8.4%
172 LMAT LEMAITRE VASCULAR INC Healthcare 78.0 $9K -417.0 -84.2% $109.17 -8.9%
173 COP CONOCOPHILLIPS Energy 64.0 $8K -81.0 -55.9% $132.00 -9.9%
174 ALLISON TRANSMISSION HLDGS I 72.0 $8K $117.06
175 SXI STANDEX INTL CORP Industrials 32.0 $8K -100.0 -75.8% $254.88 +1.7%
176 SLV ISHARES SILVER TR Financial Services 117.0 $8K $68.14 +1.3%
177 SYK STRYKER CORPORATION Healthcare 24.0 $8K -93.0 -79.5% $329.46 -7.3%
178 MRSH MARSH & MCLENNAN COS INC Financial Services 45.0 $8K -156.0 -77.6% $173.44 -7.7%
179 OTIS OTIS WORLDWIDE CORP Industrials 100.0 $8K $77.08 -5.2%
180 IYK ISHARES TR 108.0 $8K $69.97 +3.2%
181 MA MASTERCARD INCORPORATED Financial Services 15.0 $7K -305.0 -95.3% $499.67 -1.9%
182 EFV ISHARES TR 97.0 $7K $74.35 +3.9%
183 ADBE ADOBE INC Technology 29.0 $7K -588.0 -95.3% $243.07 +1.9%
184 MRK MERCK & CO INC Healthcare 57.0 $7K -563.0 -90.8% $121.14 -6.4%
185 IHF ISHARES TR 164.0 $7K $41.87 +21.6%
186 PROSHARES TR 64.0 $7K $106.80
187 VMI VALMONT INDS INC Industrials 17.0 $7K -88.0 -83.8% $400.35 +28.8%
188 WD5A TRAVEL PLUS LEISURE CO 98.0 $7K -438.0 -81.7% $69.19
189 MU MICRON TECHNOLOGY INC Technology 20.0 $7K -171.0 -89.5% $338.00 +129.6%
190 HLNE HAMILTON LANE INC Financial Services 67.0 $7K -264.0 -79.8% $99.94 -12.3%
191 EMR EMERSON ELEC CO Industrials 51.0 $7K -234.0 -82.1% $131.02 +5.2%
192 EHC ENCOMPASS HEALTH CORP Healthcare 69.0 $7K -367.0 -84.2% $96.72 +10.9%
193 VFH VANGUARD WORLD FD 53.0 $6K $120.81 +3.7%
194 IETC ISHARES U S ETF TR 72.0 $6K $88.65 +20.3%
195 CSL CARLISLE COS INC Industrials 19.0 $6K $333.63 +4.3%
196 IUSB ISHARES TR 137.0 $6K $46.19 -1.1%
197 GLW CORNING INC Technology 46.0 $6K -42.0 -47.7% $135.98 +53.2%
198 LRCX LAM RESEARCH CORP Technology 29.0 $6K -1K -97.7% $213.93 +39.8%
199 VPLS VANGUARD MALVERN FDS 79.0 $6K +1.0 +1.3% $77.28 -0.6%
200 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 84.0 $6K -18.0 -17.6% $72.46 +18.4%
201 DGX QUEST DIAGNOSTICS INC Healthcare 31.0 $6K -13.0 -29.6% $195.97 -4.1%
202 FUN SIX FLAGS ENTERTAINMENT CORP Consumer Cyclical 333.0 $6K $17.75 +13.1%
203 PCAR PACCAR INC Industrials 51.0 $6K -12.0 -19.1% $115.51 -2.5%
204 MDY APPLIED MATLS INC Financial Services 17.0 $6K -90.0 -84.1% $341.76 +92.9%
205 RS RELIANCE INC Basic Materials 19.0 $6K $303.89 +21.0%
206 DHR DANAHER CORP DEL Healthcare 30.0 $6K -93.0 -75.6% $190.00 -13.4%
207 VAW VANGUARD WORLD FD 25.0 $6K $225.36 +0.7%
208 GFL GFL ENVIRONMENTAL INC Industrials 135.0 $6K $41.72 -10.9%
209 DUKE ENERGY CORP NEW 43.0 $6K -87.0 -66.9% $130.93
210 ESI ELEMENT SOLUTIONS INC Basic Materials 164.0 $6K $34.14 +27.6%
211 DKS DICKS SPORTING GOODS INC Consumer Cyclical 28.0 $6K $199.54 +11.0%
212 APH AMPHENOL CORP Technology 44.0 $6K -964.0 -95.6% $126.59 -1.3%
213 SPGI S&P GLOBAL INC Financial Services 13.0 $6K -85.0 -86.7% $425.31 -5.0%
214 SLF SUN LIFE FINANCIAL INC. Financial Services 87.0 $5K NEW $62.56 +14.5%
215 LFUS LITTELFUSE INC Technology 16.0 $5K -141.0 -89.8% $339.38 +35.5%
216 AL AIR LEASE CORP 83.0 $5K -335.0 -80.1% $65.16
217 CDNS CADENCE DESIGN SYSTEM INC Technology 19.0 $5K -70.0 -78.7% $277.89 +25.0%
218 MS MORGAN STANLEY Financial Services 32.0 $5K -470.0 -93.6% $164.56 +18.2%
219 NXST NEXSTAR MEDIA GROUP INC Communication Services 29.0 $5K -160.0 -84.7% $180.83 +9.1%
220 CUK CARNIVAL CORP Consumer Cyclical 200.0 $5K -546.0 -73.2% $25.88 +6.1%
221 HOMB HOME BANCSHARES INC Financial Services 191.0 $5K -1K -85.7% $26.93 -4.0%
222 CNS COHEN & STEERS INC Financial Services 82.0 $5K -356.0 -81.3% $62.55 +15.9%
223 KEYS KEYSIGHT TECHNOLOGIES INC Technology 18.0 $5K -5.0 -21.7% $282.39 +28.0%
224 CL COLGATE PALMOLIVE CO Consumer Defensive 59.0 $5K -264.0 -81.7% $85.24 +3.4%
225 OKLO OKLO INC Utilities 100.0 $5K $49.59 +35.5%
226 WING WINGSTOP INC Consumer Cyclical 32.0 $5K -110.0 -77.5% $154.97 -23.2%
227 VSGX VANGUARD WORLD FD 69.0 $5K $71.72 +9.6%
228 FSLR FIRST SOLAR INC Energy 25.0 $5K -9.0 -26.5% $197.28 +17.4%
229 NDSN NORDSON CORP Industrials 18.0 $5K -24.0 -57.1% $266.89 +5.0%
230 JKHY HENRY JACK & ASSOC INC Technology 30.0 $5K -25.0 -45.5% $158.03 -15.2%
231 BROADRIDGE FINL SOLUTIONS IN 29.0 $5K -8.0 -21.6% $163.45
232 GRMN GARMIN LTD Technology 20.0 $5K -8.0 -28.6% $232.00 +1.0%
233 CPK CHESAPEAKE UTILS CORP Utilities 36.0 $5K -190.0 -84.1% $127.06 +0.4%
234 ACCENTURE PLC IRELAND 23.0 $5K -99.0 -81.2% $198.30
235 WAB WABTEC Industrials 18.0 $4K -3.0 -14.3% $249.89 +7.8%
236 OZK BANK OZK LITTLE ROCK ARK Financial Services 98.0 $4K -165.0 -62.7% $45.89 +2.7%
237 STE STERIS PLC Healthcare 20.0 $4K -28.0 -58.3% $221.15 -2.3%
238 KLAC KLA CORP Technology 3.0 $4K -102.0 -97.1% $1472.33 +28.6%
239 DOMINOS PIZZA INC 12.0 $4K $358.75
240 TXN TEXAS INSTRS INC Technology 22.0 $4K -210.0 -90.5% $194.14 +57.8%
241 LQD ISHARES TR 39.0 $4K $109.26 -1.3%
242 AMGN AMGEN INC Healthcare 12.0 $4K -92.0 -88.5% $351.83 -7.3%
243 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K -5.0 -83.3% $4210.00 -96.3%
244 IGLB ISHARES TR 84.0 $4K $49.90 -1.7%
245 OXY OCCIDENTAL PETE CORP Energy 64.0 $4K -318.0 -83.2% $65.27 -12.9%
246 ADI ANALOG DEVICES INC Technology 13.0 $4K -115.0 -89.8% $318.15 +31.2%
247 NRG NRG ENERGY INC Utilities 28.0 $4K $146.14 -7.8%
248 ALC ALCON AG Healthcare 54.0 $4K $75.35 -15.5%
249 TLT ISHARES TR 46.0 $4K $87.50 -4.4%
250 LIN LINDE PLC Basic Materials 8.0 $4K -19.0 -70.4% $495.75 +3.2%
251 SCHW SCHWAB CHARLES CORP Financial Services 42.0 $4K -466.0 -91.7% $93.98 -4.8%
252 GL GLOBE LIFE INC Financial Services 28.0 $4K $139.18 +11.0%
253 MDLZ MONDELEZ INTL INC Consumer Defensive 67.0 $4K -532.0 -88.8% $58.13 +4.9%
254 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $4K -12.0 -70.6% $772.60 -7.7%
255 USB US BANCORP Financial Services 73.0 $4K -14.0 -16.1% $52.53 +1.7%
256 HCA HCA HEALTHCARE INC Healthcare 8.0 $4K -3.0 -27.3% $473.25 -8.6%
257 TRNO TERRENO RLTY CORP Real Estate 61.0 $4K -482.0 -88.8% $61.93 +6.1%
258 UFPT UFP INDUSTRIES INC Healthcare 41.0 $4K -182.0 -81.6% $92.12 +139.8%
259 KINSALE CAP GROUP INC 11.0 $4K -67.0 -85.9% $341.64
260 WELL WELLTOWER INC Real Estate 19.0 $4K -197.0 -91.2% $197.68 +10.2%
261 TRU TRANSUNION Industrials 53.0 $4K $69.19 -4.3%
262 ULTA ULTA BEAUTY INC Consumer Cyclical 7.0 $4K -8.0 -53.3% $522.71 -4.7%
263 VCR VANGUARD WORLD FD 10.0 $4K $359.00 +7.2%
264 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 46.0 $4K -17.0 -27.0% $78.02 -6.9%
265 ABM ABM INDS INC Industrials 93.0 $4K $38.52 +2.2%
266 PGR PROGRESSIVE CORP Financial Services 18.0 $4K -99.0 -84.6% $198.22 -1.1%
267 FR FIRST INDL RLTY TR INC Real Estate 61.0 $4K $58.34 +5.1%
268 ISHARES INC 50.0 $3K $69.76
269 GM GENERAL MTRS CO Consumer Cyclical 46.0 $3K -177.0 -79.4% $74.50 +4.4%
270 ABT ABBOTT LABORATORIES Healthcare 33.0 $3K -406.0 -92.5% $102.67 -17.7%
271 GS GOLDMAN SACHS GROUP INC Financial Services 4.0 $3K -103.0 -96.3% $846.00 +14.5%
272 LSTR LANDSTAR SYS INC Industrials 21.0 $3K -165.0 -88.7% $160.33 +4.8%
273 AXP AMERICAN EXPRESS CO Financial Services 11.0 $3K -103.0 -90.3% $302.45 +3.6%
274 TWST TWIST BIOSCIENCE CORP Healthcare 70.0 $3K $47.51 +11.4%
275 CSX CSX CORP Industrials 81.0 $3K -1K -94.5% $41.05 +11.9%
276 TIP ISHARES TR 30.0 $3K $110.37 +0.2%
277 DASH DOORDASH INC Communication Services 22.0 $3K -14.0 -38.9% $150.14 +2.4%
278 SOLSTICE ADVANCED MATLS INC 43.0 $3K -123.0 -74.1% $76.16
279 CHRD CHORD ENERGY CORPORATION Energy 23.0 $3K $142.17 +4.4%
280 PBI PITNEY BOWES INC Industrials 295.0 $3K $11.05 +43.2%
281 NEE NEXTERA ENERGY INC Utilities 35.0 $3K -490.0 -93.3% $92.89 +3.0%
282 IPAR INTERPARFUMS INC Consumer Defensive 35.0 $3K $90.83 -3.4%
283 CRWD CROWDSTRIKE HLDGS INC Technology 8.0 $3K $390.38 +48.6%
284 ANET ARISTA NETWORKS INC Technology 25.0 $3K -302.0 -92.3% $122.80 +15.6%
285 INTU INTUIT Technology 7.0 $3K -60.0 -89.5% $432.43 -12.5%
286 HWM HOWMET AEROSPACE INC Industrials 13.0 $3K -52.0 -80.0% $230.46 +18.2%
287 SOJF SOUTHERN CO Utilities 31.0 $3K -175.0 -85.0% $96.52 -73.6%
288 CHUBB LTD SWITZ 9.0 $3K -73.0 -89.0% $326.89
289 BLACKROCK INC 3.0 $3K -35.0 -92.1% $961.67
290 WFC WELLS FARGO & CO Financial Services 36.0 $3K -550.0 -93.9% $79.61 -7.3%
291 CBRE CBRE GROUP INC Real Estate 21.0 $3K -29.0 -58.0% $135.48 -4.1%
292 LNG CHENIERE ENERGY INC Energy 10.0 $3K $283.80 -15.1%
293 ZTS ZOETIS INC Healthcare 24.0 $3K -24.0 -50.0% $118.21 -36.1%
294 POWR ISHARES INC 108.0 $3K +1.0 +0.9% $26.16 +5.1%
295 PRU PRUDENTIAL FINL INC Financial Services 28.0 $3K -81.0 -74.3% $97.68 +5.7%
296 NOC NORTHROP GRUMMAN CORP Industrials 4.0 $3K -20.0 -83.3% $682.25 -19.6%
297 POWI POWER INTEGRATIONS INC Technology 53.0 $3K -492.0 -90.3% $51.21 +40.0%
298 MORN MORNINGSTAR INC Financial Services 16.0 $3K -8.0 -33.3% $169.06 -1.8%
299 PPG PPG INDS INC Basic Materials 25.0 $3K -61.0 -70.9% $106.88 -0.9%
300 AMERIPRISE FINL INC 6.0 $3K -2.0 -25.0% $444.33
301 PEP PEPSICO INC Consumer Defensive 17.0 $3K -483.0 -96.6% $155.29 -4.3%
302 AEP AMERICAN ELEC PWR CO INC Utilities 20.0 $3K -96.0 -82.8% $131.10 -4.5%
303 MCO MOODYS CORP Financial Services 6.0 $3K -15.0 -71.4% $436.33 -0.8%
304 SPG SIMON PPTY GROUP INC NEW Real Estate 14.0 $3K -12.0 -46.1% $186.50 +8.7%
305 REG REGENCY CTRS CORP Real Estate 34.0 $3K $76.41 +0.7%
306 PHM PULTE GROUP INC Consumer Cyclical 22.0 $3K -31.0 -58.5% $117.86 -3.4%
307 MWA MUELLER WTR PRODS INC Industrials 93.0 $3K $27.49 -5.9%
308 TRUIST FINL CORP 55.0 $3K -141.0 -71.9% $45.96
309 PRICE T ROWE GROUP INC 28.0 $3K -59.0 -67.8% $90.14
310 ROK ROCKWELL AUTOMATION INC Industrials 7.0 $3K -7.0 -50.0% $358.86 +27.2%
311 ALIBABA GROUP HLDG LTD 20.0 $3K $125.45
312 TT TRANE TECHNOLOGIES PLC Industrials 6.0 $2K -152.0 -96.2% $416.67 +15.6%
313 KINDER MORGAN INC DEL 73.0 $2K -79.0 -52.0% $33.53
314 AFL AFLAC INC Financial Services 22.0 $2K -57.0 -72.2% $109.73 +6.5%
315 NOW SERVICENOW INC Technology 23.0 $2K -137.0 -85.6% $104.57 -13.5%
316 IRM IRON MTN INC DEL Real Estate 23.0 $2K -37.0 -61.7% $103.00 +24.0%
317 LOW LOWES COS INC Consumer Cyclical 10.0 $2K -300.0 -96.8% $236.30 -5.4%
318 ITB ISHARES TR 26.0 $2K $90.23 -4.2%
319 NSC NORFOLK SOUTHN CORP Industrials 8.0 $2K -40.0 -83.3% $287.00 +10.7%
320 FTXH NASDAQ INC 27.0 $2K -7.0 -20.6% $84.89 -60.1%
321 CHE CHEMED CORP NEW Healthcare 6.0 $2K -61.0 -91.0% $377.67 +15.1%
322 ED CONSOLIDATED EDISON INC Utilities 20.0 $2K -165.0 -89.2% $113.20 -5.4%
323 GAMING & LEISURE P 51.0 $2K $44.37
324 DE DEERE & CO Industrials 4.0 $2K -53.0 -93.0% $565.00 +1.7%
325 ACUITY INC 8.0 $2K $280.25
326 CWEN CLEARWAY ENERGY INC Utilities 57.0 $2K $39.30 -3.2%
327 CRH CRH PLC Basic Materials 21.0 $2K -119.0 -85.0% $105.52 +2.0%
328 QCOM QUALCOMM INC Technology 17.0 $2K -375.0 -95.7% $128.76 +55.4%
329 URI UNITED RENTALS INC Industrials 3.0 $2K -4.0 -57.1% $728.67 +33.5%
330 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 70.0 $2K -173.0 -71.2% $30.67 -0.3%
331 WDAY WORKDAY INC Technology 16.0 $2K -54.0 -77.1% $129.94 -8.6%
332 DTE DTE ENERGY CO Utilities 14.0 $2K -43.0 -75.4% $147.36 -2.4%
333 AIG AMERICAN INTL GROUP INC Financial Services 27.0 $2K -517.0 -95.0% $75.26 +1.1%
334 POOL POOL CORP Industrials 10.0 $2K $202.30 -13.4%
335 APO APOLLO GLOBAL MGMT INC Financial Services 18.0 $2K -24.0 -57.1% $111.44 +21.5%
336 PRLB PROTO LABS INC Industrials 35.0 $2K $57.03 +27.3%
337 WBD WARNER BROS DISCOVERY INC Communication Services 72.0 $2K -2K -96.2% $27.46 -1.2%
338 NBIS NEBIUS GROUP N.V. Communication Services 19.0 $2K -114.0 -85.7% $103.74 +113.2%
339 JOHNSON CONTROLS INTERNATION 15.0 $2K -20.0 -57.1% $131.33
340 BX BLACKSTONE INC Financial Services 17.0 $2K -90.0 -84.1% $115.00 +2.5%
341 RF REGIONS FINANCIAL CORP NEW Financial Services 74.0 $2K -694.0 -90.4% $26.38 +1.6%
342 IBIT ISHARES BITCOIN TRUST ETF Financial Services 50.0 $2K +20.0 +66.7% $38.42 +16.7%
343 ALL ALLSTATE CORP Financial Services 9.0 $2K -131.0 -93.6% $208.44 +4.3%
344 ARES ARES MANAGEMENT CORPORATION Financial Services 17.0 $2K -51.0 -75.0% $109.12 +13.1%
345 TXT TEXTRON INC Industrials 21.0 $2K -107.0 -83.6% $87.57 +4.5%
346 WASTE MGMT INC DEL 8.0 $2K -79.0 -90.8% $229.75
347 RMBS* RAMBUS INC DEL 21.0 $2K $86.05
348 LPLA LPL FINL HLDGS INC Financial Services 6.0 $2K -2.0 -25.0% $300.83 -0.9%
349 DHI D R HORTON INC Consumer Cyclical 13.0 $2K -109.0 -89.3% $137.23 +1.6%
350 INVA INNOVIVA INC Healthcare 76.0 $2K $23.30 -1.9%
351 MAS MASCO CORP Industrials 29.0 $2K -25.0 -46.3% $60.38 +13.1%
352 ALLE ALLEGION PLC Industrials 12.0 $2K $145.25 -13.5%
353 RJF RAYMOND JAMES FINL INC Financial Services 12.0 $2K -57.0 -82.6% $144.75 +7.5%
354 FDS FACTSET RESH SYS INC Financial Services 8.0 $2K -8.0 -50.0% $217.00 -7.9%
355 INTERCONTINENTAL EXCHANGE IN 11.0 $2K $157.27
356 H HYATT HOTELS CORP Consumer Cyclical 12.0 $2K $143.75 +18.2%
357 FTV FORTIVE CORP Technology 31.0 $2K -33.0 -51.6% $55.29 +6.6%
358 KOMP SPDR SERIES TRUST 27.0 $2K $59.07 +15.7%
359 SNPS SYNOPSYS INC Technology 4.0 $2K -23.0 -85.2% $396.50 +28.6%
360 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 12.0 $2K $131.75 +20.7%
361 UPS UNITED PARCEL SVCS INC Industrials 16.0 $2K -97.0 -85.8% $98.38 +0.0%
362 TRMB TRIMBLE INC Technology 24.0 $2K -7.0 -22.6% $65.25 -14.5%
363 EINC VANECK ETF TRUST 13.0 $2K $118.69 +3.8%
364 GGG GRACO INC Industrials 18.0 $2K $84.67 -9.6%
365 ETHA ISHARES ETHEREUM TR Financial Services 90.0 $1K +15.0 +20.0% $15.83 +5.9%
366 OC OWENS CORNING NEW Industrials 13.0 $1K $109.00 +11.1%
367 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 20.0 $1K $70.70 +14.2%
368 DNP DNP SELECT INCOME FD INC Financial Services 137.0 $1K $10.30 +3.4%
369 ABNB AIRBNB INC Consumer Cyclical 11.0 $1K -37.0 -77.1% $126.27 +5.2%
370 OREILLY AUTOMOTIVE INC 15.0 $1K -94.0 -86.2% $92.33
371 FCX FREEPORT MCMORAN INC Basic Materials 23.0 $1K -126.0 -84.6% $58.78 +12.5%
372 EIG EMPLOYERS HLDGS INC Financial Services 32.0 $1K $41.12 +0.9%
373 SNDR SCHNEIDER NATIONAL INC Industrials 49.0 $1K $26.47 +25.5%
374 MCHP MICROCHIP TECHNOLOGY INC. Technology 20.0 $1K -93.0 -82.3% $64.60 +50.2%
375 MET METLIFE INC Financial Services 18.0 $1K -110.0 -85.9% $70.72 +12.0%
376 SLGN SILGAN HLDGS INC Consumer Cyclical 31.0 $1K $38.81 -0.6%
377 RPM RPM INTL INC Basic Materials 12.0 $1K -43.0 -78.2% $99.42 -1.0%
378 F FORD MTR CO Consumer Cyclical 102.0 $1K -583.0 -85.1% $11.54 +25.5%
379 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4.0 $1K -81.0 -95.3% $292.75 +35.5%
380 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K -29K -100.0% $1159.00 +1.7%
381 XJH ISHARES TR 25.0 $1K $45.36 +7.2%
382 WSFS WSFS FINL CORP Financial Services 16.0 $1K $66.94 +5.4%
383 CARR CARRIER GLOBAL CORPORATION Industrials 19.0 $1K -26.0 -57.8% $56.32 +14.8%
384 CI THE CIGNA GROUP Healthcare 4.0 $1K -5.0 -55.6% $266.75 +6.9%
385 FISV FISERV INC Technology 19.0 $1K -54.0 -74.0% $55.79 -4.2%
386 HOOD ROBINHOOD MKTS INC Financial Services 15.0 $1K -139.0 -90.3% $69.33 +16.4%
387 WY WEYERHAEUSER CO Real Estate 42.0 $1K -55.0 -56.7% $24.40 -4.3%
388 BA BOEING CO Industrials 5.0 $995.0 -106.0 -95.5% $199.00 +10.8%
389 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12.0 $858.0 -8.0 -40.0% $71.50 -12.3%
390 KHC KRAFT HEINZ CO Consumer Defensive 35.0 $795.0 -490.0 -93.3% $22.71 +2.6%
391 XES SPDR SERIES TRUST 6.0 $733.0 $122.17 +6.1%
392 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 87.0 $656.0 $7.54 +3.2%
393 KRE SPDR SERIES TRUST 10.0 $652.0 $65.20 +2.7%
394 KBE SPDR SERIES TRUST 10.0 $596.0 $59.60 +3.5%
395 UNIT UNITI GROUP LLC Real Estate 57.0 $535.0 $9.39 +19.9%
396 MANCHESTER UTD PLC NEW 25.0 $421.0 $16.84
397 VTRS VIATRIS INC Healthcare 29.0 $392.0 -66.0 -69.5% $13.52 +27.7%
398 DOLE DOLE PLC Consumer Defensive 26.0 $376.0 $14.46 -0.6%
399 ASTERA LABS INC 3.0 $329.0 $109.67
400 AOR ISHARES TR 5.0 $322.0 $64.40 +5.8%
401 AAL AMERICAN AIRLINES GROUP INC Industrials 25.0 $269.0 $10.76 +14.4%
402 SNAP SNAP INC Communication Services 50.0 $230.0 -259.0 -83.8% $4.60 +16.5%
403 BTCL WORLD FDS TR 15.0 $230.0 +10.0 +200.0% $15.33
404 BLSH BULLISH Technology 5.0 $179.0 $35.80 -0.4%
405 XOVR ENTREPRENEURSHARES SERIES TR 10.0 $169.0 $16.90 +13.4%
406 MJ AMPLIFY ETF TR 5.0 $115.0 $23.00 +8.3%
407 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 5.0 $99.0 $19.80 +0.4%
408 WPRT WESTPORT FUEL SYSTEMS INC Consumer Cyclical 45.0 $82.0 $1.82 +9.2%
409 VSNT VERSANT MEDIA GROUP INC Industrials 2.0 $74.0 NEW $37.00 +20.1%
410 VMBS VANGUARD SCOTTSDALE FDS 1.0 $26.0 $26.00 +78.2%
411 BODI THE BEACHBODY COMPANY INC Communication Services 1.0 $11.0 $11.00 +2.8%
412 SHY ISHARES TR $5.0 NEW
413 ETJ EATON VANCE RISK-MANAGED DIV Financial Services $1.0 NEW

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
Financial Services 95.9%
Technology 2.3%
Communication Services 0.4%
Industrials 0.4%
Consumer Defensive 0.3%
Healthcare 0.3%
Consumer Cyclical 0.2%
Utilities 0.1%
Energy 0.1%
Basic Materials 0.0%