Market Value232,591,635
Total Holdings648
File Date2025-02-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
AMSC / American Superconductor Corporation
MWA / Mueller Water Products, Inc.
BE / Bloom Energy Corporation
ORLY / O'Reilly Automotive, Inc.
WPRT / Westport Fuel Systems Inc.
TXRH / Texas Roadhouse, Inc.
PPL / PPL Corporation
GLPI / Gaming and Leisure Properties, Inc.
MBB / iShares Trust - iShares MBS ETF
ACN / Accenture plc
AMT / American Tower Corporation
OGS / ONE Gas, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ADI / Analog Devices, Inc.
IDXX / IDEXX Laboratories, Inc.
HLF / Herbalife Ltd.
WAB / Westinghouse Air Brake Technologies Corporation
BIPC / Brookfield Infrastructure Corporation
HAS / Hasbro, Inc.
CAH / Cardinal Health, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GOOGL / Alphabet Inc.
AHR / American Healthcare REIT, Inc.
OTIS / Otis Worldwide Corporation
UTL / Unitil Corporation
TDOC / Teladoc Health, Inc.
GOF / Guggenheim Strategic Opportunities Fund
TIP / iShares Trust - iShares TIPS Bond ETF
WTFC / Wintrust Financial Corporation
BFB / Brown-Forman Corp. - Class B
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
ARES / Ares Management Corporation
CRSP / CRISPR Therapeutics AG
CRS / Carpenter Technology Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
MPC / Marathon Petroleum Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HPE / Hewlett Packard Enterprise Company
BRSP / BrightSpire Capital, Inc.
GM / General Motors Company
EFA / iShares Trust - iShares MSCI EAFE ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LOW / Lowe's Companies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AFL / Aflac Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AAL / American Airlines Group Inc.
BRO / Brown & Brown, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
CNI / Canadian National Railway Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
URTH / iShares, Inc. - iShares MSCI World ETF
CFG / Citizens Financial Group, Inc.
BWXT / BWX Technologies, Inc.
PNW / Pinnacle West Capital Corporation
AES / The AES Corporation
PNC / The PNC Financial Services Group, Inc.
DCI / Donaldson Company, Inc.
GWW / W.W. Grainger, Inc.
DOC / Healthpeak Properties, Inc.
PLUG / Plug Power Inc.
MP / MP Materials Corp.
AMTM / Amentum Holdings, Inc.
PWR / Quanta Services, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
ADP / Automatic Data Processing, Inc.
NSC / Norfolk Southern Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
AMGN / Amgen Inc.
FRT / Federal Realty Investment Trust
KIM / Kimco Realty Corporation
RGTI / Rigetti Computing, Inc.
MKC / McCormick & Company, Incorporated
SLV / iShares Silver Trust
RCL / Royal Caribbean Cruises Ltd.
VTRS / Viatris Inc.
FAST / Fastenal Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
IEX / IDEX Corporation
FI / Fiserv, Inc.
ABBV / AbbVie Inc.
FNF / Fidelity National Financial, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BRK.B / Berkshire Hathaway Inc.
MSFT / Microsoft Corporation
TECK / Teck Resources Limited
PSA / Public Storage
FLS / Flowserve Corporation
ATR / AptarGroup, Inc.
GILD / Gilead Sciences, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NEE / NextEra Energy, Inc.
SBUX / Starbucks Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BLK / BlackRock, Inc.
TROW / T. Rowe Price Group, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
SUI / Sun Communities, Inc.
RTX / RTX Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FTAI / FTAI Aviation Ltd.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EXPD / Expeditors International of Washington, Inc.
CCI / Crown Castle Inc.
TGT / Target Corporation
TXN / Texas Instruments Incorporated
WST / West Pharmaceutical Services, Inc.
AEP / American Electric Power Company, Inc.
SYM / Symbotic Inc.
CWEN / Clearway Energy, Inc.
JKHY / Jack Henry & Associates, Inc.
CMCSA / Comcast Corporation
ETR / Entergy Corporation
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
KHC / The Kraft Heinz Company
LIN / Linde plc
CALM / Cal-Maine Foods, Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
SYY / Sysco Corporation
PFE / Pfizer Inc.
CVX / Chevron Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IYW / iShares Trust - iShares U.S. Technology ETF
GS / The Goldman Sachs Group, Inc.
PEG / Public Service Enterprise Group Incorporated
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
NKE / NIKE, Inc.
CME / CME Group Inc.
IRT / Independence Realty Trust, Inc.
AOD / Abrdn Total Dynamic Dividend Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CVE / Cenovus Energy Inc.
PAAS / Pan American Silver Corp.
PH / Parker-Hannifin Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CRBU / Caribou Biosciences, Inc.
WM / Waste Management, Inc.
VTR / Ventas, Inc.
MMM / 3M Company
CHRW / C.H. Robinson Worldwide, Inc.
UNH / UnitedHealth Group Incorporated
GNTX / Gentex Corporation
LAND / Gladstone Land Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
JOBY / Joby Aviation, Inc.
COIN / Coinbase Global, Inc.
FICO / Fair Isaac Corporation
OVV / Ovintiv Inc.
TWLO / Twilio Inc.
SCS / Steelcase Inc.
PG / The Procter & Gamble Company
HBAN / Huntington Bancshares Incorporated
CTVA / Corteva, Inc.
SDGR / Schrödinger, Inc.
ESPR / Esperion Therapeutics, Inc.
ISRG / Intuitive Surgical, Inc.
MCD / McDonald's Corporation
DECK / Deckers Outdoor Corporation
BITF / Bitfarms Ltd.
PARA / Paramount Global
PCAR / PACCAR Inc
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BTSG / BrightSpring Health Services, Inc.
AWK / American Water Works Company, Inc.
GWRE / Guidewire Software, Inc.
QQQ / Invesco QQQ Trust, Series 1
NTRA / Natera, Inc.
PINS / Pinterest, Inc.
AMAT / Applied Materials, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
NTNX / Nutanix, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SCHW / The Charles Schwab Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
PAA / Plains All American Pipeline, L.P. - Limited Partnership
UHT / Universal Health Realty Income Trust
PM / Philip Morris International Inc.
DE / Deere & Company
EDIT / Editas Medicine, Inc.
ACIW / ACI Worldwide, Inc.
VLO / Valero Energy Corporation
DUK / Duke Energy Corporation
TRV / The Travelers Companies, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
KMI / Kinder Morgan, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GNL / Global Net Lease, Inc.
MS / Morgan Stanley
MTD / Mettler-Toledo International Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HIG / The Hartford Insurance Group, Inc.
BR / Broadridge Financial Solutions, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
KVUE / Kenvue Inc.
CAN / Canaan Inc. - Depositary Receipt (Common Stock)
OHI / Omega Healthcare Investors, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IAU / iShares Gold Trust
FBRT / Franklin BSP Realty Trust, Inc.
IR / Ingersoll Rand Inc.
AEE / Ameren Corporation
GE / General Electric Company
AGI / Alamos Gold Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
SRE / Sempra
NLOP / Net Lease Office Properties
D / Dominion Energy, Inc.
LHX / L3Harris Technologies, Inc.
WBD / Warner Bros. Discovery, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MRK / Merck & Co., Inc.
TRGP / Targa Resources Corp.
DLR / Digital Realty Trust, Inc.
KLIC / Kulicke and Soffa Industries, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
FCX / Freeport-McMoRan Inc.
AAPL / Apple Inc.
LRCX / Lam Research Corporation
PLD / Prologis, Inc.
ADBE / Adobe Inc.
SFM / Sprouts Farmers Market, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DOV / Dover Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
CMI / Cummins Inc.
STX / Seagate Technology Holdings plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TER / Teradyne, Inc.
COR / Cencora, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
WPM / Wheaton Precious Metals Corp.
FDS / FactSet Research Systems Inc.
O / Realty Income Corporation
FIX / Comfort Systems USA, Inc.
SPGI / S&P Global Inc.
JPM / JPMorgan Chase & Co.
XYZ / Block, Inc.
META / Meta Platforms, Inc.
CRM / Salesforce, Inc.
DOCS / Doximity, Inc.
NVCR / NovoCure Limited
CHKP / Check Point Software Technologies Ltd.
IBM / International Business Machines Corporation
ROP / Roper Technologies, Inc.
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
BAC / Bank of America Corporation
ENV / Envestnet, Inc.
POWL / Powell Industries, Inc.
FITB / Fifth Third Bancorp
AMD / Advanced Micro Devices, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SPOK / Spok Holdings, Inc.
FBIN / Fortune Brands Innovations, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
OXY / Occidental Petroleum Corporation
CCL / Carnival Corporation & plc
MSCI / MSCI Inc.
DNA / Ginkgo Bioworks Holdings, Inc.
LOAN / Manhattan Bridge Capital, Inc.
ABT / Abbott Laboratories
TGTX / TG Therapeutics, Inc.
SW / Smurfit Westrock Plc
BA / The Boeing Company
DDOG / Datadog, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
T / AT&T Inc.
LMT / Lockheed Martin Corporation
LLY / Eli Lilly and Company
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PRIM / Primoris Services Corporation
WHR / Whirlpool Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SMR / NuScale Power Corporation
GEHC / GE HealthCare Technologies Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DHR / Danaher Corporation
IXP / iShares Trust - iShares Global Comm Services ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
UROY / Uranium Royalty Corp.
DJT / Trump Media & Technology Group Corp.
RMD / ResMed Inc.
1AMCR / Amcor plc
MNST / Monster Beverage Corporation
HON / Honeywell International Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
RDDT / Reddit, Inc.
LOAR / Loar Holdings Inc.
SAND / Sandstorm Gold Ltd.
BEN / Franklin Resources, Inc.
VST / Vistra Corp.
AXP / American Express Company
CB / Chubb Limited
GLD / SPDR Gold Trust
PGR / The Progressive Corporation
ILMN / Illumina, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
POOL / Pool Corporation
CNP / CenterPoint Energy, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PSX / Phillips 66
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
NI / NiSource Inc.
KDP / Keurig Dr Pepper Inc.
CAT / Caterpillar Inc.
ALAB / Astera Labs, Inc.
TSCO / Tractor Supply Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ACP / Abrdn Income Credit Strategies Fund
NFLX / Netflix, Inc.
QCOM / QUALCOMM Incorporated
LNC / Lincoln National Corporation
UNP / Union Pacific Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
FSCO / FS Credit Opportunities Corp.
DBRG / DigitalBridge Group, Inc.
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
BK / The Bank of New York Mellon Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ALL / The Allstate Corporation
BMY / Bristol-Myers Squibb Company
DOW / Dow Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
QS / QuantumScape Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PKST / Peakstone Realty Trust
MDU / MDU Resources Group, Inc.
WFC / Wells Fargo & Company
BDX / Becton, Dickinson and Company
INGR / Ingredion Incorporated
COP / ConocoPhillips
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
JCI / Johnson Controls International plc
MLKN / MillerKnoll, Inc.
CCJ / Cameco Corporation
GEV / GE Vernova Inc.
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
TMUS / T-Mobile US, Inc.
MA / Mastercard Incorporated
IBKR / Interactive Brokers Group, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ENB / Enbridge Inc.
CSX / CSX Corporation
TDG / TransDigm Group Incorporated
C / Citigroup Inc.
BN / Brookfield Corporation
HSY / The Hershey Company
DGX / Quest Diagnostics Incorporated
CL / Colgate-Palmolive Company
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
UTHR / United Therapeutics Corporation
FTS / Fortis Inc.
HSIC / Henry Schein, Inc.
MDLZ / Mondelez International, Inc.
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
UAL / United Airlines Holdings, Inc.
AVGO / Broadcom Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AGX / Argan, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
SIRI / Sirius XM Holdings Inc.
CMS / CMS Energy Corporation
SPY / SPDR S&P 500 ETF
PNR / Pentair plc
SO / The Southern Company
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
HII / Huntington Ingalls Industries, Inc.
ULTA / Ulta Beauty, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
PACB / Pacific Biosciences of California, Inc.
USB / U.S. Bancorp
TMO / Thermo Fisher Scientific Inc.
AGNC / AGNC Investment Corp.
ESS / Essex Property Trust, Inc.
BEAM / Beam Therapeutics Inc.
F / Ford Motor Company
MRNA / Moderna, Inc.
BYRN / Byrna Technologies Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JNJ / Johnson & Johnson
TKR / The Timken Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
SHOP / Shopify Inc.
NUE / Nucor Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
CINF / Cincinnati Financial Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EMR / Emerson Electric Co.
EME / EMCOR Group, Inc.
HPQ / HP Inc.
ALB / Albemarle Corporation
STRO / Sutro Biopharma, Inc.
PLTR / Palantir Technologies Inc.
PRU / Prudential Financial, Inc.
HRL / Hormel Foods Corporation
SWK / Stanley Black & Decker, Inc.
GPC / Genuine Parts Company
WEC / WEC Energy Group, Inc.
ROK / Rockwell Automation, Inc.
ICE / Intercontinental Exchange, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
NTLA / Intellia Therapeutics, Inc.
SPXC / SPX Technologies, Inc.
AVK / Advent Convertible and Income Fund
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
CARR / Carrier Global Corporation
VRT / Vertiv Holdings Co
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SN / SharkNinja, Inc.
GOOG / Alphabet Inc.
CHD / Church & Dwight Co., Inc.
WULF / TeraWulf Inc.
GIC / Global Industrial Company
KR / The Kroger Co.
PEP / PepsiCo, Inc.
V / Visa Inc.
BSX / Boston Scientific Corporation
DFS / Discover Financial Services
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SGDM / Sprott Funds Trust - Sprott Gold Miners ETF
CHRD / Chord Energy Corporation
CP / Canadian Pacific Kansas City Limited
ECG / Everus Construction Group, Inc.
UPS / United Parcel Service, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GOLD / Barrick Mining Corporation
EQH / Equitable Holdings, Inc.
VNT / Vontier Corporation
HWM / Howmet Aerospace Inc.
CSCO / Cisco Systems, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CEG / Constellation Energy Corporation
PSN / Parsons Corporation
REZI / Resideo Technologies, Inc.
AXON / Axon Enterprise, Inc.
CWAN / Clearwater Analytics Holdings, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
HD / The Home Depot, Inc.
BWMX / Betterware de México, S.A.P.I. de C.V.
CHI / Calamos Convertible Opportunities and Income Fund
IONQ / IonQ, Inc.
GAB / The Gabelli Equity Trust Inc.
BKH / Black Hills Corporation
CLF / Cleveland-Cliffs Inc.
TJX / The TJX Companies, Inc.
FDP / Fresh Del Monte Produce Inc.
HQH / Abrdn Healthcare Investors
WMT / Walmart Inc.
KEY / KeyCorp
ABNB / Airbnb, Inc.
OGE / OGE Energy Corp.
HL / Hecla Mining Company
PCG / PG&E Corporation
AJG / Arthur J. Gallagher & Co.
KGC / Kinross Gold Corporation
KO / The Coca-Cola Company
PRGO / Perrigo Company plc
ES / Eversource Energy
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
ROKU / Roku, Inc.
NVDA / NVIDIA Corporation
EGY / VAALCO Energy, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MTTR / Matterport, Inc.
VZ / Verizon Communications Inc.
NLY / Annaly Capital Management, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
COKE / Coca-Cola Consolidated, Inc.
ADM / Archer-Daniels-Midland Company
PHT / Pioneer High Income Fund, Inc.
GIS / General Mills, Inc.
MET / MetLife, Inc.
EVV / Eaton Vance Limited Duration Income Fund
DTM / DT Midstream, Inc.
TRI / Thomson Reuters Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
ORCL / Oracle Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
CE / Celanese Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VLTO / Veralto Corporation
XOM / Exxon Mobil Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WPC / W. P. Carey Inc.
CSF / Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
J / Jacobs Solutions Inc.
ETN / Eaton Corporation plc
KKR / KKR & Co. Inc.
OBDC / Blue Owl Capital Corporation
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
WMB / The Williams Companies, Inc.
DD / DuPont de Nemours, Inc.
FE / FirstEnergy Corp.
TSLA / Tesla, Inc.
FTNT / Fortinet, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
AOS / A. O. Smith Corporation
SJM / The J. M. Smucker Company
LNT / Alliant Energy Corporation
ATO / Atmos Energy Corporation
CLX / The Clorox Company
STLD / Steel Dynamics, Inc.
ABR / Arbor Realty Trust, Inc.
BRK.A / Berkshire Hathaway Inc.
LRN / Stride, Inc.
MMYT / MakeMyTrip Limited
MUB / iShares Trust - iShares National Muni Bond ETF
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
OMF / OneMain Holdings, Inc.
IT / Gartner, Inc.
OKE / ONEOK, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
WBA / Walgreens Boots Alliance, Inc.
GIL / Gildan Activewear Inc.
SKY / Champion Homes, Inc.
MBC / MasterBrand, Inc.
WING / Wingstop Inc.
PRGS / Progress Software Corporation
NSP / Insperity, Inc.
EXC / Exelon Corporation
PHD / Pioneer Floating Rate Fund, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
STEP / StepStone Group Inc.
CRDO / Credo Technology Group Holding Ltd
AGQ / ProShares Trust II - ProShares Ultra Silver
CEF / Sprott Physical Gold and Silver Trust
MDT / Medtronic plc
CPB / The Campbell's Company
PPG / PPG Industries, Inc.
CION / CION Investment Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CORT / Corcept Therapeutics Incorporated
VALE / Vale S.A. - Depositary Receipt (Common Stock)
GRAL / GRAIL, Inc.
SYK / Stryker Corporation
MGA / Magna International Inc.
DTE / DTE Energy Company
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
INTU / Intuit Inc.
FSK / FS KKR Capital Corp.
UPST / Upstart Holdings, Inc.
COST / Costco Wholesale Corporation
ECL / Ecolab Inc.
ITW / Illinois Tool Works Inc.
HST / Host Hotels & Resorts, Inc.
TT / Trane Technologies plc
ASIX / AdvanSix Inc.
ANET / Arista Networks Inc
AEM / Agnico Eagle Mines Limited
NGG / National Grid plc - Depositary Receipt (Common Stock)
EVRG / Evergy, Inc.
ED / Consolidated Edison, Inc.
MFC / Manulife Financial Corporation
GIB / CGI Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ENPH / Enphase Energy, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
APD / Air Products and Chemicals, Inc.
SOBO / South Bow Corporation
SMCI / Super Micro Computer, Inc.
ANF / Abercrombie & Fitch Co.
GHC / Graham Holdings Company
DKS / DICK'S Sporting Goods, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IXC / iShares Trust - iShares Global Energy ETF
CTAS / Cintas Corporation
GTX / Garrett Motion Inc.
EIX / Edison International
SU / Suncor Energy Inc.
SNOW / Snowflake Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
LAMR / Lamar Advertising Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BRCC / BRC Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
PNTG / The Pennant Group, Inc.
BTDR / Bitdeer Technologies Group
BIPC / Brookfield Infrastructure Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SOLV / Solventum Corporation
CELH / Celsius Holdings, Inc.
CVS / CVS Health Corporation
KVYO / Klaviyo, Inc.
RKLB / Rocket Lab Corporation
WGS / GeneDx Holdings Corp.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
MRO / Marathon Oil Corporation
CSWC / Capital Southwest Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
NU / Nu Holdings Ltd.
NWE / NorthWestern Energy Group, Inc.
CRTO / Criteo S.A. - Depositary Receipt (Common Stock)
DFLI / Dragonfly Energy Holdings Corp.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PTVE / Pactiv Evergreen Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BTC / Grayscale Bitcoin Mini Trust
ROOF / New York Life Investments ETF Trust - NYLI CBRE NextGen Real Estate ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SILA / Sila Realty Trust, Inc.
HITI / High Tide Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
MAN / ManpowerGroup Inc.
YOU / Clear Secure, Inc.
LBTYA / Liberty Global Ltd.
VIST / Vista Energy, S.A.B. de C.V. - Depositary Receipt (Common Stock)
WLDN / Willdan Group, Inc.
HUMA / Humacyte, Inc.
DXC / DXC Technology Company
DDD / 3D Systems Corporation
FN / Fabrinet
WAT / Waters Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
AZO / AutoZone, Inc.
EVR / Evercore Inc.
HLNE / Hamilton Lane Incorporated
DRS / Leonardo DRS, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ELF / e.l.f. Beauty, Inc.
INTC / Intel Corporation
TRP / TC Energy Corporation
NEM / Newmont Corporation
IBIT / iShares Bitcoin Trust ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
DIS / The Walt Disney Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DHI / D.R. Horton, Inc.
WAY / Waystar Holding Corp.
CLNE / Clean Energy Fuels Corp.
KMB / Kimberly-Clark Corporation
TOL / Toll Brothers, Inc.
AU / AngloGold Ashanti plc
AROC / Archrock, Inc.
NDSN / Nordson Corporation
ALSN / Allison Transmission Holdings, Inc.
ANSS / ANSYS, Inc.
KEYS / Keysight Technologies, Inc.
GLW / Corning Incorporated
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VKTX / Viking Therapeutics, Inc.
GD / General Dynamics Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
VERX / Vertex, Inc.
ACCO / ACCO Brands Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
UNM / Unum Group
CNQ / Canadian Natural Resources Limited
ASTS / AST SpaceMobile, Inc.
ROL / Rollins, Inc.
AGO / Assured Guaranty Ltd.
JEF / Jefferies Financial Group Inc.
LDOS / Leidos Holdings, Inc.
EMN / Eastman Chemical Company
TVTX / Travere Therapeutics, Inc.
RS / Reliance, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TFFP / TFF Pharmaceuticals, Inc.
RCAT / Red Cat Holdings, Inc.
PI / Impinj, Inc.
CLS / Celestica Inc.
SVM / Silvercorp Metals Inc.
FDX / FedEx Corporation
IP / International Paper Company
CAVA / CAVA Group, Inc.
BTZ / BlackRock Credit Allocation Income Trust
AMZN / Amazon.com, Inc.
PAYX / Paychex, Inc.
CLBT / Cellebrite DI Ltd.
BTC / Grayscale Bitcoin Mini Trust
MRX / Marex Group plc
SNAP / Snap Inc.