Market Value667,680,837
Total Holdings596
File Date2024-07-31
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)
RDW / Redwire Corporation
HPQ / HP Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BYON / Beyond, Inc.
GTX / Garrett Motion Inc.
BATRK / Atlanta Braves Holdings, Inc.
WTW / Willis Towers Watson Public Limited Company
KR / The Kroger Co.
KD / Kyndryl Holdings, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GT / The Goodyear Tire & Rubber Company
GLPI / Gaming and Leisure Properties, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SBSI / Southside Bancshares, Inc.
RUM / Rumble Inc.
COR / Cencora, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AMC / AMC Entertainment Holdings, Inc.
FAST / Fastenal Company
OGN / Organon & Co.
CSCO / Cisco Systems, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
GL / Globe Life Inc.
BYLD / iShares Trust - iShares Yield Optimized Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SO / The Southern Company
FIVE / Five Below, Inc.
SF / Stifel Financial Corp.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VLY / Valley National Bancorp
DUK / Duke Energy Corporation
MAR / Marriott International, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ZI / ZoomInfo Technologies Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IEX / IDEX Corporation
RF / Regions Financial Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GRAL / GRAIL, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
CZR / Caesars Entertainment, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CG / The Carlyle Group Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
MATX / Matson, Inc.
ELV / Elevance Health, Inc.
AMD / Advanced Micro Devices, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CROX / Crocs, Inc.
WY / Weyerhaeuser Company
GIII / G-III Apparel Group, Ltd.
AJG / Arthur J. Gallagher & Co.
MO / Altria Group, Inc.
TSLA / Tesla, Inc.
GILD / Gilead Sciences, Inc.
CI / The Cigna Group
PXD / Pioneer Natural Resources Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RY / Royal Bank of Canada
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
BMO / Bank of Montreal
STLA / Stellantis N.V.
GASS / StealthGas Inc.
ITDF / iShares Trust - iShares LifePath Target Date 2050 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
CISS / C3is Inc.
BNO / United States Brent Oil Fund, LP - Limited Partnership
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PARAA / Paramount Global
SPOT / Spotify Technology S.A.
DOC / Healthpeak Properties, Inc.
MP / MP Materials Corp.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SIRI / Sirius XM Holdings Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
LLYVK / Liberty Live Group
TEL / TE Connectivity plc
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
CVS / CVS Health Corporation
ALLK / Allakos Inc.
NYCB / Flagstar Financial, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CLOV / Clover Health Investments, Corp.
GBTC / Grayscale Bitcoin Trust (BTC)
NOVAQ / Sunnova Energy International Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
SLVM / Sylvamo Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
DFS / Discover Financial Services
AIR / AAR Corp.
KRG / Kite Realty Group Trust
CARR / Carrier Global Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BHF / Brighthouse Financial, Inc.
NEE / NextEra Energy, Inc.
HII / Huntington Ingalls Industries, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
META / Meta Platforms, Inc.
DXPE / DXP Enterprises, Inc.
PLTR / Palantir Technologies Inc.
TXN / Texas Instruments Incorporated
IMPP / Imperial Petroleum Inc.
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
GEV / GE Vernova Inc.
SKYW / SkyWest, Inc.
DJT / Trump Media & Technology Group Corp.
ATI / ATI Inc.
BYD / Boyd Gaming Corporation
INTU / Intuit Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MTB / M&T Bank Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VZ / Verizon Communications Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LUV / Southwest Airlines Co.
HOOD / Robinhood Markets, Inc.
GTLS / Chart Industries, Inc.
SYK / Stryker Corporation
GOOGL / Alphabet Inc.
DXCM / DexCom, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
COIN / Coinbase Global, Inc.
CMCSA / Comcast Corporation
TDG / TransDigm Group Incorporated
CAT / Caterpillar Inc.
PYPL / PayPal Holdings, Inc.
HD / The Home Depot, Inc.
SNA / Snap-on Incorporated
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
VFC / V.F. Corporation
LUMN / Lumen Technologies, Inc.
ETN / Eaton Corporation plc
CL / Colgate-Palmolive Company
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
MMC / Marsh & McLennan Companies, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
MUR / Murphy Oil Corporation
LW / Lamb Weston Holdings, Inc.
CTO / CTO Realty Growth, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SILA / Sila Realty Trust, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
FAS / Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
CTRA / Coterra Energy Inc.
OTIS / Otis Worldwide Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DE / Deere & Company
NOW / ServiceNow, Inc.
BYND / Beyond Meat, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
GIS / General Mills, Inc.
SJM / The J. M. Smucker Company
FSCO / FS Credit Opportunities Corp.
CNC / Centene Corporation
DOW / Dow Inc.
WBA / Walgreens Boots Alliance, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KTB / Kontoor Brands, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
DVN / Devon Energy Corporation
SHW / The Sherwin-Williams Company
IBIT / iShares Bitcoin Trust ETF
REXR / Rexford Industrial Realty, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
LYV / Live Nation Entertainment, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CADE / Cadence Bank
LOW / Lowe's Companies, Inc.
VMI / Valmont Industries, Inc.
CAH / Cardinal Health, Inc.
IQV / IQVIA Holdings Inc.
JPM / JPMorgan Chase & Co.
CF / CF Industries Holdings, Inc.
ROP / Roper Technologies, Inc.
BMY / Bristol-Myers Squibb Company
T / AT&T Inc.
JBL / Jabil Inc.
AMG / Affiliated Managers Group, Inc.
QCOM / QUALCOMM Incorporated
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
EQR / Equity Residential
TMO / Thermo Fisher Scientific Inc.
WU / The Western Union Company
EXC / Exelon Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
PAYX / Paychex, Inc.
ONL / Orion Properties Inc.
DVY / iShares Trust - iShares Select Dividend ETF
INTC / Intel Corporation
APA / APA Corporation
IDXX / IDEXX Laboratories, Inc.
VLO / Valero Energy Corporation
URBN / Urban Outfitters, Inc.
SLB / Schlumberger Limited
QQQ / Invesco QQQ Trust, Series 1
NSA / National Storage Affiliates Trust
GOOG / Alphabet Inc.
HPE / Hewlett Packard Enterprise Company
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PM / Philip Morris International Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PGR / The Progressive Corporation
UNP / Union Pacific Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
ALL / The Allstate Corporation
PNC / The PNC Financial Services Group, Inc.
SMR / NuScale Power Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CMG / Chipotle Mexican Grill, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MSFT / Microsoft Corporation
ACN / Accenture plc
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
GNL / Global Net Lease, Inc.
HON / Honeywell International Inc.
LYB / LyondellBasell Industries N.V.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RCL / Royal Caribbean Cruises Ltd.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PFG / Principal Financial Group, Inc.
KOP / Koppers Holdings Inc.
OZK / Bank OZK
SPRU / Spruce Power Holding Corporation
CNP / CenterPoint Energy, Inc.
ARCB / ArcBest Corporation
PEP / PepsiCo, Inc.
JEF / Jefferies Financial Group Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OXSQ / Oxford Square Capital Corp.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
EME / EMCOR Group, Inc.
UTHR / United Therapeutics Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
MNST / Monster Beverage Corporation
GWW / W.W. Grainger, Inc.
SOLV / Solventum Corporation
PUMP / ProPetro Holding Corp.
PARR / Par Pacific Holdings, Inc.
NXP / Nuveen Select Tax-Free Income Portfolio
GE / General Electric Company
UCB / United Community Banks, Inc.
LKQ / LKQ Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
LIN / Linde plc
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
JBHT / J.B. Hunt Transport Services, Inc.
AKR / Acadia Realty Trust
WFC / Wells Fargo & Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IRDM / Iridium Communications Inc.
ROK / Rockwell Automation, Inc.
GBX / The Greenbrier Companies, Inc.
ITW / Illinois Tool Works Inc.
CRM / Salesforce, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FARO / FARO Technologies, Inc.
DHR / Danaher Corporation
FCF / First Commonwealth Financial Corporation
RIVN / Rivian Automotive, Inc.
SBUX / Starbucks Corporation
FITB / Fifth Third Bancorp
PRSU / Pursuit Attractions and Hospitality, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FDX / FedEx Corporation
DIS / The Walt Disney Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HCA / HCA Healthcare, Inc.
MS / Morgan Stanley
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
ADBE / Adobe Inc.
CNO / CNO Financial Group, Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
EVRG / Evergy, Inc.
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
IRM / Iron Mountain Incorporated
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PFE_KZ / Pfizer Inc.
REZI / Resideo Technologies, Inc.
BA / The Boeing Company
FCPT / Four Corners Property Trust, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BRK.B / Berkshire Hathaway Inc.
INSM / Insmed Incorporated
AVDE / American Century ETF Trust - Avantis International Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RWT / Redwood Trust, Inc.
MRK / Merck & Co., Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SPY / SPDR S&P 500 ETF
FSLY / Fastly, Inc.
DRI / Darden Restaurants, Inc.
RKT / Rocket Companies, Inc.
HSY / The Hershey Company
TFC / Truist Financial Corporation
CAL / Caleres, Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
HE / Hawaiian Electric Industries, Inc.
TEAM / Atlassian Corporation
DD / DuPont de Nemours, Inc.
BITB / Bitwise Bitcoin ETF Trust
ADM / Archer-Daniels-Midland Company
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
GD / General Dynamics Corporation
ARW / Arrow Electronics, Inc.
UBS / UBS Group AG
MMM / 3M Company
MET / MetLife, Inc.
ORCL / Oracle Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
NVDA / NVIDIA Corporation
PRU / Prudential Financial, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NAVI / Navient Corporation
CSX / CSX Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GS / The Goldman Sachs Group, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
TT / Trane Technologies plc
AFL / Aflac Incorporated
EA / Electronic Arts Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
ANET / Arista Networks Inc
VTS / Vitesse Energy, Inc.
IMOS / ChipMOS TECHNOLOGIES INC. - Depositary Receipt (Common Stock)
ROST / Ross Stores, Inc.
QUBT / Quantum Computing Inc.
WM / Waste Management, Inc.
NDAQ / Nasdaq, Inc.
COST / Costco Wholesale Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
TFIN / Triumph Financial, Inc.
AMZN / Amazon.com, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
RSG / Republic Services, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
OMC / Omnicom Group Inc.
NNN / NNN REIT, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AAPL / Apple Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
FICO / Fair Isaac Corporation
FHN / First Horizon Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
WMB / The Williams Companies, Inc.
NKE / NIKE, Inc.
F / Ford Motor Company
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
LSTR / Landstar System, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CASY / Casey's General Stores, Inc.
COP / ConocoPhillips
ABR / Arbor Realty Trust, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
VIAV / Viavi Solutions Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
XYL / Xylem Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
WMT / Walmart Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
SSB / SouthState Corporation
ROL / Rollins, Inc.
CIEN / Ciena Corporation
LMT / Lockheed Martin Corporation
PG / The Procter & Gamble Company
WEC / WEC Energy Group, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
KLAC / KLA Corporation
GME / GameStop Corp.
PLD / Prologis, Inc.
TMUS / T-Mobile US, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CCJ / Cameco Corporation
SNOW / Snowflake Inc.
MSCI / MSCI Inc.
IBM / International Business Machines Corporation
ODFL / Old Dominion Freight Line, Inc.
EMR / Emerson Electric Co.
C / Citigroup Inc.
NFLX / Netflix, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
ILMN / Illumina, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
AXP / American Express Company
NOC / Northrop Grumman Corporation
VRSK / Verisk Analytics, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ZTS / Zoetis Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
LITE / Lumentum Holdings Inc.
BKR / Baker Hughes Company
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
BRX / Brixmor Property Group Inc.
ABBV / AbbVie Inc.
AETH / Bitwise Funds Trust - Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IP / International Paper Company
EFX / Equifax Inc.
POOL / Pool Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
EG / Everest Group, Ltd.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
KVLE / KraneShares Trust - KraneShares Value Line Dynamic Dividend Equity Index ETF
CTVA / Corteva, Inc.
XOM / Exxon Mobil Corporation
O / Realty Income Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
CVX / Chevron Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
CLB / Core Laboratories Inc.
LRHC / La Rosa Holdings Corp.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
DAL / Delta Air Lines, Inc.
NUE / Nucor Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
VMC / Vulcan Materials Company
EIX / Edison International
HLT / Hilton Worldwide Holdings Inc.
WING / Wingstop Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EVR / Evercore Inc.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
CPRI / Capri Holdings Limited
WSM / Williams-Sonoma, Inc.
CCL / Carnival Corporation & plc
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
LECO / Lincoln Electric Holdings, Inc.
HIG / The Hartford Insurance Group, Inc.
OLN / Olin Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
TCBI / Texas Capital Bancshares, Inc.
VRSN / VeriSign, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
ABT / Abbott Laboratories
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
WELL / Welltower Inc.
RYN / Rayonier Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PNR / Pentair plc
NAT / Nordic American Tankers Limited
NSP / Insperity, Inc.
USLM / United States Lime & Minerals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VLTO / Veralto Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CHDN / Churchill Downs Incorporated
WBD / Warner Bros. Discovery, Inc.
NTAP / NetApp, Inc.
TNL / Travel + Leisure Co.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GPC / Genuine Parts Company
RTX / RTX Corporation
DLY / DoubleLine Yield Opportunities Fund
HUM / Humana Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ANSS / ANSYS, Inc.
OXY / Occidental Petroleum Corporation
OII / Oceaneering International, Inc.
KO / The Coca-Cola Company
ISRG / Intuitive Surgical, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
HOG / Harley-Davidson, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NBH / Neuberger Berman Municipal Fund Inc.
UNH / UnitedHealth Group Incorporated
EMBC / Embecta Corp.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PHM / PulteGroup, Inc.
PANW / Palo Alto Networks, Inc.
AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BAC / Bank of America Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
HAL / Halliburton Company
PEG / Public Service Enterprise Group Incorporated
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
STLD / Steel Dynamics, Inc.
RDUS / Radius Recycling, Inc.
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
PTY / PIMCO Corporate & Income Opportunity Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TXT / Textron Inc.
FLR / Fluor Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BLW / BlackRock Limited Duration Income Trust
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
COF / Capital One Financial Corporation
GEHC / GE HealthCare Technologies Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
BWMN / Bowman Consulting Group Ltd.
V / Visa Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GRMN / Garmin Ltd.
AZO / AutoZone, Inc.
KIM / Kimco Realty Corporation
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
ORI / Old Republic International Corporation
CMA / Comerica Incorporated
FI / Fiserv, Inc.
MDLZ / Mondelez International, Inc.
SQ / Block, Inc.
NSC / Norfolk Southern Corporation
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
SPGI / S&P Global Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PDI / PIMCO Dynamic Income Fund
NDSN / Nordson Corporation
BDX / Becton, Dickinson and Company
BEPC / Brookfield Renewable Corporation
YUM / Yum! Brands, Inc.
ADSK / Autodesk, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ALK / Alaska Air Group, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TPX / Somnigroup International Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
LHX / L3Harris Technologies, Inc.
SPTN / SpartanNash Company
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LRCX / Lam Research Corporation
RITM / Rithm Capital Corp.
EQIX / Equinix, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EPR / EPR Properties
RJF / Raymond James Financial, Inc.
TJX / The TJX Companies, Inc.
ICE / Intercontinental Exchange, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MRO / Marathon Oil Corporation
ENTG / Entegris, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MCO / Moody's Corporation
CLPT / ClearPoint Neuro, Inc.
MELI / MercadoLibre, Inc.
PVH / PVH Corp.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AVGO / Broadcom Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
STBA / S&T Bancorp, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HST / Host Hotels & Resorts, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
PK / Park Hotels & Resorts Inc.
MCD / McDonald's Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
OKE / ONEOK, Inc.
NBIS / Nebius Group N.V.
UPS / United Parcel Service, Inc.
MCK / McKesson Corporation
DFIN / Donnelley Financial Solutions, Inc.
VIK / Viking Holdings Ltd
DM / Desktop Metal, Inc.
JNJ / Johnson & Johnson