Market Value37,608,960,000
Total Holdings663
File Date2022-05-16
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
BMRN / BioMarin Pharmaceutical Inc.
MAX / MediaAlpha, Inc.
CMG / Chipotle Mexican Grill, Inc.
INSM / Insmed Incorporated
SPG / Simon Property Group, Inc.
GBT / Global Blood Therapeutics Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
ATRI / Atrion Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SG / Sweetgreen, Inc.
TNDM / Tandem Diabetes Care, Inc.
HII / Huntington Ingalls Industries, Inc.
LMND / Lemonade, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
IXN / iShares Trust - iShares Global Tech ETF
DRQ / Dril-Quip, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SEIC / SEI Investments Company
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
OLMA / Olema Pharmaceuticals, Inc.
STAR / iStar Inc
EFA / iShares Trust - iShares MSCI EAFE ETF
FFIN / First Financial Bankshares, Inc.
LOW / Lowe's Companies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BKNG / Booking Holdings Inc.
BCE / BCE Inc.
PTCT / PTC Therapeutics, Inc.
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
AZPN / Aspen Technology, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
KD / Kyndryl Holdings, Inc.
FVRR / Fiverr International Ltd.
DOCS / Doximity, Inc.
PNW / Pinnacle West Capital Corporation
HERO / Global X Funds - Global X Video Games & Esports ETF
C.WSA / Citigroup, Inc.
OLO / Olo Inc.
PSIL / AdvisorShares Trust - AdvisorShares Psychedelics ETF
LRCX / Lam Research Corporation
SIRI / Sirius XM Holdings Inc.
WRB / W. R. Berkley Corporation
TEL / TE Connectivity plc
RH / RH
BL / BlackLine, Inc.
EPIX / ESSA Pharma Inc.
RUN / Sunrun Inc.
JANX / Janux Therapeutics, Inc.
BCAB / BioAtla, Inc.
GM / General Motors Company
WFC / Wells Fargo & Company
CRL / Charles River Laboratories International, Inc.
PSX / Phillips 66
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
ABT / Abbott Laboratories
MSFT / Microsoft Corporation
RIOT / Riot Platforms, Inc.
GLBE / Global-E Online Ltd.
MS / Morgan Stanley
EBAY / eBay Inc.
ROP / Roper Technologies, Inc.
SWK / Stanley Black & Decker, Inc.
LCII / LCI Industries
HD / The Home Depot, Inc.
NAC / Nuveen California Quality Municipal Income Fund
NKE / NIKE, Inc.
T / AT&T Inc.
HON / Honeywell International Inc.
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
PEP / PepsiCo, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TSN / Tyson Foods, Inc.
NEE / NextEra Energy, Inc.
VICI / VICI Properties Inc.
DXCM / DexCom, Inc.
ALLE / Allegion plc
LVS / Las Vegas Sands Corp.
AXP / American Express Company
AMAT / Applied Materials, Inc.
PM / Philip Morris International Inc.
FDS / FactSet Research Systems Inc.
GILD / Gilead Sciences, Inc.
MRNA / Moderna, Inc.
MKC / McCormick & Company, Incorporated
EFX / Equifax Inc.
WDAY / Workday, Inc.
TT / Trane Technologies plc
MC / Moelis & Company
PYPL / PayPal Holdings, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NRC / National Research Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
CWAN / Clearwater Analytics Holdings, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
LW / Lamb Weston Holdings, Inc.
EA / Electronic Arts Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
FRPT / Freshpet, Inc.
OMC / Omnicom Group Inc.
APH / Amphenol Corporation
RBC / RBC Bearings Incorporated
SNA / Snap-on Incorporated
CSGP / CoStar Group, Inc.
AWI / Armstrong World Industries, Inc.
WBA / Walgreens Boots Alliance, Inc.
EL / The Estée Lauder Companies Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PBI / Pitney Bowes Inc.
SBAC / SBA Communications Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SON / Sonoco Products Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
COIN / Coinbase Global, Inc.
PH / Parker-Hannifin Corporation
ROST / Ross Stores, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
UTHR / United Therapeutics Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
FATE / Fate Therapeutics, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
DHR / Danaher Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
DOCU / DocuSign, Inc.
FIVN / Five9, Inc.
SHC / Sotera Health Company
EMR / Emerson Electric Co.
ABBV / AbbVie Inc.
UNP / Union Pacific Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PNR / Pentair plc
IWN / iShares Trust - iShares Russell 2000 Value ETF
FCX / Freeport-McMoRan Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
PTRA / Proterra Inc
CERN / Cerner Corp.
GSG / iShares S&P GSCI Commodity-Indexed Trust
MHD / BlackRock MuniHoldings Fund, Inc.
ANNX / Annexon, Inc.
DAWN / Day One Biopharmaceuticals, Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
ALLK / Allakos Inc.
NUW / Nuveen AMT-Free Municipal Value Fund
DT / Dynatrace, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
XEL / Xcel Energy Inc.
ZTS / Zoetis Inc.
DGX / Quest Diagnostics Incorporated
DUK / Duke Energy Corporation
AVLR / Avalara Inc
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MCRB / Seres Therapeutics, Inc.
SBNY / Signature Bank
APAM / Artisan Partners Asset Management Inc.
APA / APA Corporation
STX / Seagate Technology Holdings plc
FLO / Flowers Foods, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
PRGO / Perrigo Company plc
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
DRE / Duke Realty Corporation - Preferred Security
CME / CME Group Inc.
HUM / Humana Inc.
PRU / Prudential Financial, Inc.
GEN / Gen Digital Inc.
SITE / SiteOne Landscape Supply, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
MTD / Mettler-Toledo International Inc.
CAKE / The Cheesecake Factory Incorporated
DBC / Invesco DB Commodity Index Tracking Fund
SWIM / Latham Group, Inc.
FIS / Fidelity National Information Services, Inc.
PLTR / Palantir Technologies Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
WPM / Wheaton Precious Metals Corp.
EVM / Eaton Vance California Municipal Bond Fund
SJM / The J. M. Smucker Company
1JAZZ / Jazz Pharmaceuticals plc
DXC / DXC Technology Company
SLVM / Sylvamo Corporation
ZBRA / Zebra Technologies Corporation
MYOV / Myovant Sciences Ltd
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PAYX / Paychex, Inc.
ORLY / O'Reilly Automotive, Inc.
ELAN / Elanco Animal Health Incorporated
GLD / SPDR Gold Trust
LSPD / Lightspeed Commerce Inc.
RDS.B / Shell Plc - ADR
AAPL / Apple Inc.
COLD / Americold Realty Trust, Inc.
LFST / LifeStance Health Group, Inc.
GOOGL / Alphabet Inc.
CNTA / Centessa Pharmaceuticals plc - Depositary Receipt (Common Stock)
DCT / Duck Creek Technologies Inc
JXN / Jackson Financial Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
TMX / Terminix Global Holdings Inc
NVDA / NVIDIA Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BMEA / Biomea Fusion, Inc.
HMIN / Homeinns Hotel Group
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock)
SRPT / Sarepta Therapeutics, Inc.
XRAY / DENTSPLY SIRONA Inc.
CPRI / Capri Holdings Limited
ADBE / Adobe Inc.
ICUI / ICU Medical, Inc.
EVGO / EVgo, Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VSTA / Vasta Platform Limited
VFH / Vanguard World Fund - Vanguard Financials ETF
HPQ / HP Inc.
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
AMZN / Amazon.com, Inc.
CEV / Eaton Vance California Municipal Income Trust
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PRVA / Privia Health Group, Inc.
BHVN / Biohaven Ltd.
ACAD / ACADIA Pharmaceuticals Inc.
PHAT / Phathom Pharmaceuticals, Inc.
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
IMCR / Immunocore Holdings plc - Depositary Receipt (Common Stock)
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
RYTM / Rhythm Pharmaceuticals, Inc.
TVTX / Travere Therapeutics, Inc.
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
BKN / BlackRock Investment Quality Municipal Trust Inc.
EDC / Direxion Shares ETF Trust - Direxion Daily MSCI Emerging Markets Bull 3X Shares
DH / Definitive Healthcare Corp.
DISH / DISH Network Corporation
ZIMV / ZimVie Inc.
CDK / CDK Global Inc
SAGE / Sage Therapeutics, Inc.
ATVI / Activision Blizzard Inc
CHEF / The Chefs' Warehouse, Inc.
FDMT / 4D Molecular Therapeutics, Inc.
PRAX / Praxis Precision Medicines, Inc.
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
FOLD / Amicus Therapeutics, Inc.
SVC / Service Properties Trust
MRTX / Mirati Therapeutics, Inc.
FEYE / FireEye Inc
HRMY / Harmony Biosciences Holdings, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
QDEL / QuidelOrtho Corporation
CTLT / Catalent, Inc.
AKAM / Akamai Technologies, Inc.
CASS / Cass Information Systems, Inc.
MGP / MGM Growth Properties LLC - Class A
HHR / HeadHunter Group PLC - ADR
MRVI / Maravai LifeSciences Holdings, Inc.
ONL / Orion Properties Inc.
NBIX / Neurocrine Biosciences, Inc.
JLL / Jones Lang LaSalle Incorporated
HCAT / Health Catalyst, Inc.
MACK / Merrimack Pharmaceuticals, Inc.
NEO / NeoGenomics, Inc.
HZNP / Horizon Therapeutics Plc
AKRO / Akero Therapeutics, Inc.
COLL / Collegium Pharmaceutical, Inc.
AXTA / Axalta Coating Systems Ltd.
LCID / Lucid Group, Inc.
SAM / The Boston Beer Company, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
KEUA / KraneShares Trust - KraneShares European Carbon Allowance Strategy ETF
SGEN / Seagen Inc
GOOG / Alphabet Inc.
BCLYF / Barclays PLC
CVX / Chevron Corporation
LECO / Lincoln Electric Holdings, Inc.
ABNB / Airbnb, Inc.
HEIA / Heico Corp. - Class A
BIOC / Biocept Inc
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
TEAM / Atlassian Corporation
COGT / Cogent Biosciences, Inc.
PXD / Pioneer Natural Resources Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
RPRX / Royalty Pharma plc
CTSH / Cognizant Technology Solutions Corporation
DG / Dollar General Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
LSTR / Landstar System, Inc.
PSA / Public Storage
ILMN / Illumina, Inc.
CE / Celanese Corporation
NI / NiSource Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AZO / AutoZone, Inc.
BMY / Bristol-Myers Squibb Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ANSS / ANSYS, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
SNAP / Snap Inc.
TTD / The Trade Desk, Inc.
SYY / Sysco Corporation
KO / The Coca-Cola Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PECO / Phillips Edison & Company, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
CP / Canadian Pacific Kansas City Limited
MCHP / Microchip Technology Incorporated
KMF / Kayne Anderson NextGen Energy & Infrastructure Inc
CELH / Celsius Holdings, Inc.
VZ / Verizon Communications Inc.
GGG / Graco Inc.
CSX / CSX Corporation
GO / Grocery Outlet Holding Corp.
PDCO / Patterson Companies, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
ATR / AptarGroup, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
GS / The Goldman Sachs Group, Inc.
AMSWA / American Software Inc. - Class A
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
AWK / American Water Works Company, Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
MLAB / Mesa Laboratories, Inc.
OPRT / Oportun Financial Corporation
GMED / Globus Medical, Inc.
COO / The Cooper Companies, Inc.
PSMT / PriceSmart, Inc.
CIM / Chimera Investment Corporation
ANIK / Anika Therapeutics, Inc.
SILK / Silk Road Medical, Inc
BFB / Brown-Forman Corp. - Class B
LEG / Leggett & Platt, Incorporated
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ZI / ZoomInfo Technologies Inc.
TFX / Teleflex Incorporated
JNJ / Johnson & Johnson
BX / Blackstone Inc.
RPM / RPM International Inc.
CSM / ProShares Trust - ProShares Large Cap Core Plus
LEA / Lear Corporation
EQIX / Equinix, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FHB / First Hawaiian, Inc.
CI / The Cigna Group
EXPO / Exponent, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BIIB / Biogen Inc.
CRM / Salesforce, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
A / Agilent Technologies, Inc.
EXR / Extra Space Storage Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
SYK / Stryker Corporation
PHM / PulteGroup, Inc.
TPL / Texas Pacific Land Corporation
IDXX / IDEXX Laboratories, Inc.
SYBT / Stock Yards Bancorp, Inc.
AYI / Acuity Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
WSO / Watsco, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
DCI / Donaldson Company, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
DOC / Healthpeak Properties, Inc.
OKTA / Okta, Inc.
JXI / iShares Trust - iShares Global Utilities ETF
TSLA / Tesla, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
LH / Labcorp Holdings Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
C / Citigroup Inc.
LAZR / Luminar Technologies, Inc.
OGN / Organon & Co.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HLMN / Hillman Solutions Corp.
MU / Micron Technology, Inc.
CZR / Caesars Entertainment, Inc.
ALL / The Allstate Corporation
DVY / iShares Trust - iShares Select Dividend ETF
JPM / JPMorgan Chase & Co.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
AMGN / Amgen Inc.
HLT / Hilton Worldwide Holdings Inc.
DIS / The Walt Disney Company
SPSC / SPS Commerce, Inc.
QCOM / QUALCOMM Incorporated
PGR / The Progressive Corporation
REGN / Regeneron Pharmaceuticals, Inc.
TMO / Thermo Fisher Scientific Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
MTRN / Materion Corporation
QQQ / Invesco QQQ Trust, Series 1
TIP / iShares Trust - iShares TIPS Bond ETF
LII / Lennox International Inc.
SFBS / ServisFirst Bancshares, Inc.
MO / Altria Group, Inc.
INTC / Intel Corporation
ZM / Zoom Communications Inc.
ADI / Analog Devices, Inc.
MSM / MSC Industrial Direct Co., Inc.
CNC / Centene Corporation
EXC / Exelon Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
CARR / Carrier Global Corporation
CSCO / Cisco Systems, Inc.
GE / General Electric Company
NOC / Northrop Grumman Corporation
TRV / The Travelers Companies, Inc.
LESL / Leslie's, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NET / Cloudflare, Inc.
IBM / International Business Machines Corporation
PFG / Principal Financial Group, Inc.
BANF / BancFirst Corporation
WDFC / WD-40 Company
CRWD / CrowdStrike Holdings, Inc.
ODFL / Old Dominion Freight Line, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ARE / Alexandria Real Estate Equities, Inc.
MPC / Marathon Petroleum Corporation
SO / The Southern Company
IFF / International Flavors & Fragrances Inc.
SPY / SPDR S&P 500 ETF
ELV / Elevance Health, Inc.
GSHD / Goosehead Insurance, Inc
DE / Deere & Company
BOH / Bank of Hawaii Corporation
FRT / Federal Realty Investment Trust
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
KR / The Kroger Co.
NFLX / Netflix, Inc.
TOL / Toll Brothers, Inc.
DPZ / Domino's Pizza, Inc.
BSY / Bentley Systems, Incorporated
ICE / Intercontinental Exchange, Inc.
FONR / FONAR Corporation
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
TMUS / T-Mobile US, Inc.
SSD / Simpson Manufacturing Co., Inc.
IR / Ingersoll Rand Inc.
TSCO / Tractor Supply Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GWW / W.W. Grainger, Inc.
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
AMH / American Homes 4 Rent
BA / The Boeing Company
TROW / T. Rowe Price Group, Inc.
LKFN / Lakeland Financial Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XYZ / Block, Inc.
AVB / AvalonBay Communities, Inc.
IBKR / Interactive Brokers Group, Inc.
RIVN / Rivian Automotive, Inc.
BDX / Becton, Dickinson and Company
CAE / CAE Inc.
GRMN / Garmin Ltd.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
STAA / STAAR Surgical Company
LAMR / Lamar Advertising Company
UPS / United Parcel Service, Inc.
LMT / Lockheed Martin Corporation
TWLO / Twilio Inc.
D / Dominion Energy, Inc.
EXPD / Expeditors International of Washington, Inc.
ROK / Rockwell Automation, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FCN / FTI Consulting, Inc.
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
MKTX / MarketAxess Holdings Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
HCA / HCA Healthcare, Inc.
BSX / Boston Scientific Corporation
STT / State Street Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SHOP / Shopify Inc.
TTC / The Toro Company
ALC / Alcon Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
TGT / Target Corporation
FIZZ / National Beverage Corp.
SBUX / Starbucks Corporation
PODD / Insulet Corporation
LLY / Eli Lilly and Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ETN / Eaton Corporation plc
CMCSA / Comcast Corporation
IYR / iShares Trust - iShares U.S. Real Estate ETF
EMN / Eastman Chemical Company
FTV / Fortive Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
USPH / U.S. Physical Therapy, Inc.
NBIS / Nebius Group N.V.
THO / THOR Industries, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AAON / AAON, Inc.
DOV / Dover Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ICLR / ICON Public Limited Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AME / AMETEK, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
SAFT / Safety Insurance Group, Inc.
CAG / Conagra Brands, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RLI / RLI Corp.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MMM / 3M Company
RY / Royal Bank of Canada
ROAD / Construction Partners, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RYAN / Ryan Specialty Holdings, Inc.
UNF / UniFirst Corporation
HSY / The Hershey Company
MAS / Masco Corporation
OSK / Oshkosh Corporation
VRSK / Verisk Analytics, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
BRK.B / Berkshire Hathaway Inc.
GD / General Dynamics Corporation
WM / Waste Management, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TYL / Tyler Technologies, Inc.
TDY / Teledyne Technologies Incorporated
K / Kellanova
RTX / RTX Corporation
MORN / Morningstar, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
EWS / iShares, Inc. - iShares MSCI Singapore ETF
IQV / IQVIA Holdings Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
UNH / UnitedHealth Group Incorporated
NCNO / nCino, Inc.
BMI / Badger Meter, Inc.
GBF / iShares Trust - iShares Government/Credit Bond ETF
VLO / Valero Energy Corporation
CB / Chubb Limited
COR / Cencora, Inc.
BRK.A / Berkshire Hathaway Inc.
SHW / The Sherwin-Williams Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CPRT / Copart, Inc.
MELI / MercadoLibre, Inc.
TRU / TransUnion
WTS / Watts Water Technologies, Inc.
REXR / Rexford Industrial Realty, Inc.
DHI / D.R. Horton, Inc.
GIS / General Mills, Inc.
DLB / Dolby Laboratories, Inc.
VMC / Vulcan Materials Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
SMG / The Scotts Miracle-Gro Company
JBTM / JBT Marel Corporation
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
DOX / Amdocs Limited
VTV / Vanguard Index Funds - Vanguard Value ETF
MBB / iShares Trust - iShares MBS ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LPLA / LPL Financial Holdings Inc.
GOLF / Acushnet Holdings Corp.
OFLX / Omega Flex, Inc.
BAC / Bank of America Corporation
BFAM / Bright Horizons Family Solutions Inc.
MFC / Manulife Financial Corporation
SLB / Schlumberger Limited
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BILL / BILL Holdings, Inc.
CRVL / CorVel Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
SNOW / Snowflake Inc.
NVEC / NVE Corporation
ELS / Equity LifeStyle Properties, Inc.
FOXF / Fox Factory Holding Corp.
AON / Aon plc
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
BR / Broadridge Financial Solutions, Inc.
LYFT / Lyft, Inc.
MNST / Monster Beverage Corporation
UTF / Cohen & Steers Infrastructure Fund, Inc
EME / EMCOR Group, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
DFH / Dream Finders Homes, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VTRS / Viatris Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SE / Sea Limited - Depositary Receipt (Common Stock)
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MSI / Motorola Solutions, Inc.
MAR / Marriott International, Inc.
KMB / Kimberly-Clark Corporation
ACN / Accenture plc
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BIO / Bio-Rad Laboratories, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AMT / American Tower Corporation
TXN / Texas Instruments Incorporated
HQY / HealthEquity, Inc.
FI / Fiserv, Inc.
SPGI / S&P Global Inc.
V / Visa Inc.
PAYC / Paycom Software, Inc.
MRVL / Marvell Technology, Inc.
PNC / The PNC Financial Services Group, Inc.
AMP / Ameriprise Financial, Inc.
EW / Edwards Lifesciences Corporation
CCI / Crown Castle Inc.
DDOG / Datadog, Inc.
APD / Air Products and Chemicals, Inc.
CDW / CDW Corporation
MA / Mastercard Incorporated
LHX / L3Harris Technologies, Inc.
AMD / Advanced Micro Devices, Inc.
VEEV / Veeva Systems Inc.
LIN / Linde plc
MANH / Manhattan Associates, Inc.
ESS / Essex Property Trust, Inc.
INTU / Intuit Inc.
YUM / Yum! Brands, Inc.
IT / Gartner, Inc.
BEN / Franklin Resources, Inc.
VNT / Vontier Corporation
CL / Colgate-Palmolive Company
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
SCHW / The Charles Schwab Corporation
MSCI / MSCI Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FNB / F.N.B. Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
STE / STERIS plc
RBLX / Roblox Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
JKHY / Jack Henry & Associates, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WST / West Pharmaceutical Services, Inc.
MMC / Marsh & McLennan Companies, Inc.
FDX / FedEx Corporation
PFE / Pfizer Inc.
PRI / Primerica, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
MDT / Medtronic plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
YUMC / Yum China Holdings, Inc.
MTB / M&T Bank Corporation
AMCR / Amcor plc
UBER / Uber Technologies, Inc.
MCO / Moody's Corporation
ITW / Illinois Tool Works Inc.
CHE / Chemed Corporation
ALGN / Align Technology, Inc.
TJX / The TJX Companies, Inc.
IP / International Paper Company
ECL / Ecolab Inc.
AZTA / Azenta, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
GNTX / Gentex Corporation
COP / ConocoPhillips
NVT / nVent Electric plc
PLD / Prologis, Inc.
ADP / Automatic Data Processing, Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
KEYS / Keysight Technologies, Inc.
COST / Costco Wholesale Corporation
MDB / MongoDB, Inc.
NDSN / Nordson Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
IAU / iShares Gold Trust
FTS / Fortis Inc.
CTAS / Cintas Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
HLI / Houlihan Lokey, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PANW / Palo Alto Networks, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
USB / U.S. Bancorp
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MCD / McDonald's Corporation
ROL / Rollins, Inc.
FICO / Fair Isaac Corporation
TER / Teradyne, Inc.
AIN / Albany International Corp.
ISRG / Intuitive Surgical, Inc.
AVGO / Broadcom Inc.
PG / The Procter & Gamble Company
SAP / SAP SE - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
CSQ / Calamos Strategic Total Return Fund
WMT / Walmart Inc.
WEC / WEC Energy Group, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
FERG / Ferguson Enterprises Inc.
EVTC / EVERTEC, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
POOL / Pool Corporation
FLT / Corpay, Inc.
CHTR / Charter Communications, Inc.