Market Value1,196,050,424
Total Holdings646
File Date2025-02-06
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)
ALL / The Allstate Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BRBR / BellRing Brands, Inc.
ESS / Essex Property Trust, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MTN / Vail Resorts, Inc.
L / Loews Corporation
GATX / GATX Corporation
ALRM / Alarm.com Holdings, Inc.
MGEE / MGE Energy, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
SCCO / Southern Copper Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
NCNO / nCino, Inc.
AMT / American Tower Corporation
RGA / Reinsurance Group of America, Incorporated
MSCI / MSCI Inc.
WMT / Walmart Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
LZ / LegalZoom.com, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
APTV / Aptiv PLC
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
CI / The Cigna Group
C.WSA / Citigroup, Inc.
CTRA / Coterra Energy Inc.
LRCX / Lam Research Corporation
EL / The Estée Lauder Companies Inc.
KVUE / Kenvue Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AY / Atlantica Sustainable Infrastructure plc
SAVA / Cassava Sciences, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
DTM / DT Midstream, Inc.
LAW / CS Disco, Inc.
MRO / Marathon Oil Corporation
DSU / BlackRock Debt Strategies Fund, Inc.
BLDR / Builders FirstSource, Inc.
BIPC / Brookfield Infrastructure Corporation
NEM / Newmont Corporation
IONS / Ionis Pharmaceuticals, Inc.
LUNG / Pulmonx Corporation
HOOD / Robinhood Markets, Inc.
DIS / The Walt Disney Company
ILCG / iShares Trust - iShares Morningstar Growth ETF
VMC / Vulcan Materials Company
DLB / Dolby Laboratories, Inc.
AES / The AES Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RCL / Royal Caribbean Cruises Ltd.
KURA / Kura Oncology, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
BRDG / Bridge Investment Group Holdings Inc.
MNDY / monday.com Ltd.
LHX / L3Harris Technologies, Inc.
PTLO / Portillo's Inc.
SHOP / Shopify Inc.
APP / AppLovin Corporation
DLR / Digital Realty Trust, Inc.
BAM / Brookfield Asset Management Ltd.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FLYW / Flywire Corporation
PINS / Pinterest, Inc.
HUBS / HubSpot, Inc.
PAY / Paymentus Holdings, Inc.
ABNB / Airbnb, Inc.
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
FWONA / Formula One Group
ASH / Ashland Inc.
HCP / HashiCorp, Inc.
CVS / CVS Health Corporation
NTR / Nutrien Ltd.
FWONK / Formula One Group
WMB / The Williams Companies, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PCTY / Paylocity Holding Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EPAM / EPAM Systems, Inc.
CHKP / Check Point Software Technologies Ltd.
VIAV / Viavi Solutions Inc.
SLF / Sun Life Financial Inc.
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
WDC / Western Digital Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GLD / SPDR Gold Trust
CSWC / Capital Southwest Corporation
WFC / Wells Fargo & Company
CGEM / Cullinan Therapeutics, Inc.
WBA / Walgreens Boots Alliance, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MTDR / Matador Resources Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CRWD / CrowdStrike Holdings, Inc.
PFGC / Performance Food Group Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NRDY / Nerdy, Inc.
CCK / Crown Holdings, Inc.
PM / Philip Morris International Inc.
LYV / Live Nation Entertainment, Inc.
AXSM / Axsome Therapeutics, Inc.
AVPT / AvePoint, Inc.
FERG / Ferguson Enterprises Inc.
BSY / Bentley Systems, Incorporated
RAMP / LiveRamp Holdings, Inc.
IQV / IQVIA Holdings Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SHW / The Sherwin-Williams Company
ILMN / Illumina, Inc.
ELV / Elevance Health, Inc.
GOOG / Alphabet Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
GIS / General Mills, Inc.
NVDA / NVIDIA Corporation
INSP / Inspire Medical Systems, Inc.
GOOGL / Alphabet Inc.
ALGT / Allegiant Travel Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
VRTX / Vertex Pharmaceuticals Incorporated
META / Meta Platforms, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
J / Jacobs Solutions Inc.
PCVX / Vaxcyte, Inc.
MTB / M&T Bank Corporation
GEHC / GE HealthCare Technologies Inc.
CNI / Canadian National Railway Company
KMI / Kinder Morgan, Inc.
EXPE / Expedia Group, Inc.
DAWN / Day One Biopharmaceuticals, Inc.
CL / Colgate-Palmolive Company
MDT / Medtronic plc
MS / Morgan Stanley
LLY / Eli Lilly and Company
MA / Mastercard Incorporated
TXN / Texas Instruments Incorporated
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
JPC / Nuveen Preferred & Income Opportunities Fund
ICE / Intercontinental Exchange, Inc.
NBTB / NBT Bancorp Inc.
CHWY / Chewy, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ALNY / Alnylam Pharmaceuticals, Inc.
UBER / Uber Technologies, Inc.
CYTK / Cytokinetics, Incorporated
CME / CME Group Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
RBC / RBC Bearings Incorporated
FRPT / Freshpet, Inc.
IBM / International Business Machines Corporation
ISRG / Intuitive Surgical, Inc.
HWM / Howmet Aerospace Inc.
DOW / Dow Inc.
ETN / Eaton Corporation plc
XYZ / Block, Inc.
COIN / Coinbase Global, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
COP / ConocoPhillips
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
INTU / Intuit Inc.
QCOM / QUALCOMM Incorporated
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
V / Visa Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PTC / PTC Inc.
KMB / Kimberly-Clark Corporation
AWK / American Water Works Company, Inc.
FI / Fiserv, Inc.
AWR / American States Water Company
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CEF / Sprott Physical Gold and Silver Trust
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LOAR / Loar Holdings Inc.
AIG / American International Group, Inc.
CPAY / Corpay, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ACGL / Arch Capital Group Ltd.
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
SPSC / SPS Commerce, Inc.
FANG / Diamondback Energy, Inc.
HAS / Hasbro, Inc.
GHC / Graham Holdings Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
NNN / NNN REIT, Inc.
BEEP / Mobile Infrastructure Corporation
JANX / Janux Therapeutics, Inc.
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
MAT / Mattel, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
NEE / NextEra Energy, Inc.
WTW / Willis Towers Watson Public Limited Company
AROW / Arrow Financial Corporation
HQY / HealthEquity, Inc.
ROST / Ross Stores, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BECN / Beacon Roofing Supply, Inc.
PNFP / Pinnacle Financial Partners, Inc.
CPB / The Campbell's Company
VNT / Vontier Corporation
SYY / Sysco Corporation
AVY / Avery Dennison Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CMI / Cummins Inc.
TJX / The TJX Companies, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
FDS / FactSet Research Systems Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MHO / M/I Homes, Inc.
MCD / McDonald's Corporation
ARE / Alexandria Real Estate Equities, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
OXY / Occidental Petroleum Corporation
BEPC / Brookfield Renewable Corporation
AON / Aon plc
SU / Suncor Energy Inc.
PAYX / Paychex, Inc.
LNG / Cheniere Energy, Inc.
STWD / Starwood Property Trust, Inc.
BMRN / BioMarin Pharmaceutical Inc.
DYN / Dyne Therapeutics, Inc.
PNC / The PNC Financial Services Group, Inc.
ON / ON Semiconductor Corporation
REZI / Resideo Technologies, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TPR / Tapestry, Inc.
RMD / ResMed Inc.
AVTR / Avantor, Inc.
MO / Altria Group, Inc.
YUMC / Yum China Holdings, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ITGR / Integer Holdings Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPHR / Sphere Entertainment Co.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
AMGN / Amgen Inc.
ACN / Accenture plc
TWST / Twist Bioscience Corporation
PWR / Quanta Services, Inc.
ALK / Alaska Air Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IMO / Imperial Oil Limited
WING / Wingstop Inc.
STZ / Constellation Brands, Inc.
SHOO / Steven Madden, Ltd.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FFIV / F5, Inc.
TT / Trane Technologies plc
HIG / The Hartford Insurance Group, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
UNP / Union Pacific Corporation
MRNA / Moderna, Inc.
BAC / Bank of America Corporation
JEF / Jefferies Financial Group Inc.
EW / Edwards Lifesciences Corporation
SPOT / Spotify Technology S.A.
APGE / Apogee Therapeutics, Inc.
CAT / Caterpillar Inc.
CAVA / CAVA Group, Inc.
LYB / LyondellBasell Industries N.V.
DKS / DICK'S Sporting Goods, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PCOR / Procore Technologies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
SOLV / Solventum Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ICLR / ICON Public Limited Company
ADI / Analog Devices, Inc.
PPG / PPG Industries, Inc.
EG / Everest Group, Ltd.
DT / Dynatrace, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
LULU / lululemon athletica inc.
IAU / iShares Gold Trust
EFA / iShares Trust - iShares MSCI EAFE ETF
ODFL / Old Dominion Freight Line, Inc.
LAD / Lithia Motors, Inc.
ATS / ATS Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
EIX / Edison International
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ALDX / Aldeyra Therapeutics, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SNPS / Synopsys, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MFC / Manulife Financial Corporation
NEOG / Neogen Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
NOC / Northrop Grumman Corporation
BK / The Bank of New York Mellon Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
NYT / The New York Times Company
ZBRA / Zebra Technologies Corporation
REGN / Regeneron Pharmaceuticals, Inc.
TDW / Tidewater Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
NRT / North European Oil Royalty Trust
CTAS / Cintas Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GM / General Motors Company
PEP / PepsiCo, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
APO / Apollo Global Management, Inc.
TKO / TKO Group Holdings, Inc.
KHC / The Kraft Heinz Company
SO / The Southern Company
MAIN / Main Street Capital Corporation
PPL / PPL Corporation
FELE / Franklin Electric Co., Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
GE / General Electric Company
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
BDX / Becton, Dickinson and Company
NI / NiSource Inc.
WDAY / Workday, Inc.
LBRDK / Liberty Broadband Corporation
ALKT / Alkami Technology, Inc.
IR / Ingersoll Rand Inc.
CVX / Chevron Corporation
BR / Broadridge Financial Solutions, Inc.
TMUS / T-Mobile US, Inc.
BHVN / Biohaven Ltd.
PFE / Pfizer Inc.
WELL / Welltower Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MTX / Minerals Technologies Inc.
D / Dominion Energy, Inc.
BSX / Boston Scientific Corporation
CYRX / Cryoport, Inc.
MMC / Marsh & McLennan Companies, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
CP / Canadian Pacific Kansas City Limited
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EXPD / Expeditors International of Washington, Inc.
CLH / Clean Harbors, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
PRVA / Privia Health Group, Inc.
MHK / Mohawk Industries, Inc.
ADP / Automatic Data Processing, Inc.
CMG / Chipotle Mexican Grill, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AMTM / Amentum Holdings, Inc.
ALC / Alcon Inc.
CAE / CAE Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
RTX / RTX Corporation
LEN / Lennar Corporation
BA / The Boeing Company
JLL / Jones Lang LaSalle Incorporated
HLI / Houlihan Lokey, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
RPAY / Repay Holdings Corporation
TTWO / Take-Two Interactive Software, Inc.
INVH / Invitation Homes Inc.
EXR / Extra Space Storage Inc.
ORCL / Oracle Corporation
INSM / Insmed Incorporated
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CSCO / Cisco Systems, Inc.
MET / MetLife, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
RRX / Regal Rexnord Corporation
PEG / Public Service Enterprise Group Incorporated
EQIX / Equinix, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
LRCX / Lam Research Corporation
LNT / Alliant Energy Corporation
MCK / McKesson Corporation
GTLB / GitLab Inc.
ITT / ITT Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
SITM / SiTime Corporation
GILD / Gilead Sciences, Inc.
AMZN / Amazon.com, Inc.
DOV / Dover Corporation
MELI / MercadoLibre, Inc.
GRAL / GRAIL, Inc.
GLSI / Greenwich LifeSciences, Inc.
ALGN / Align Technology, Inc.
COST / Costco Wholesale Corporation
STX / Seagate Technology Holdings plc
ACA / Arcosa, Inc.
USB / U.S. Bancorp
BN / Brookfield Corporation
SBAC / SBA Communications Corporation
ADBE / Adobe Inc.
LBRT / Liberty Energy Inc.
RARE / Ultragenyx Pharmaceutical Inc.
GS / The Goldman Sachs Group, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
KO / The Coca-Cola Company
COTY / Coty Inc.
EMN / Eastman Chemical Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ONTO / Onto Innovation Inc.
OKTA / Okta, Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
INTA / Intapp, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VZ / Verizon Communications Inc.
FOUR / Shift4 Payments, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PH / Parker-Hannifin Corporation
WSC / WillScot Holdings Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EMBC / Embecta Corp.
AIR / AAR Corp.
BIGC / Commerce.com, Inc.
CASY / Casey's General Stores, Inc.
PG / The Procter & Gamble Company
SYK / Stryker Corporation
KLAC / KLA Corporation
RJF / Raymond James Financial, Inc.
GLW / Corning Incorporated
WBD / Warner Bros. Discovery, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PEB / Pebblebrook Hotel Trust
SNDX / Syndax Pharmaceuticals, Inc.
TGT / Target Corporation
C / Citigroup Inc.
XEL / Xcel Energy Inc.
TPH / Tri Pointe Homes, Inc.
MCO / Moody's Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EFX / Equifax Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
TXT / Textron Inc.
DD / DuPont de Nemours, Inc.
APG / APi Group Corporation
SMPL / The Simply Good Foods Company
AEO / American Eagle Outfitters, Inc.
AMD / Advanced Micro Devices, Inc.
VTRS / Viatris Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AMAT / Applied Materials, Inc.
NKE / NIKE, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
APTV / Aptiv PLC
PODD / Insulet Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
GWW / W.W. Grainger, Inc.
OPTT / Ocean Power Technologies, Inc.
CARR / Carrier Global Corporation
UDR / UDR, Inc.
CRL / Charles River Laboratories International, Inc.
FIGS / FIGS, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
KYTX / Kyverna Therapeutics, Inc.
BEPC / Brookfield Renewable Corporation
GOLF / Acushnet Holdings Corp.
POR / Portland General Electric Company
RVNC / Revance Therapeutics, Inc.
TXRH / Texas Roadhouse, Inc.
SCI / Service Corporation International
REXR / Rexford Industrial Realty, Inc.
WBS / Webster Financial Corporation
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
KKR / KKR & Co. Inc.
RBRK / Rubrik, Inc.
RRR / Red Rock Resorts, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TECH / Bio-Techne Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LOW / Lowe's Companies, Inc.
BMY / Bristol-Myers Squibb Company
ORLY / O'Reilly Automotive, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NSC / Norfolk Southern Corporation
NEO / NeoGenomics, Inc.
GMED / Globus Medical, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
INGR / Ingredion Incorporated
MNST / Monster Beverage Corporation
SPY / SPDR S&P 500 ETF
BRK.B / Berkshire Hathaway Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
EYPT / EyePoint Pharmaceuticals, Inc.
CFLT / Confluent, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ADSK / Autodesk, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
CVE / Cenovus Energy Inc.
CSGP / CoStar Group, Inc.
ODD / Oddity Tech Ltd.
TDY / Teledyne Technologies Incorporated
MRVL / Marvell Technology, Inc.
LBTYK / Liberty Global Ltd.
FCX / Freeport-McMoRan Inc.
PLRX / Pliant Therapeutics, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WY / Weyerhaeuser Company
HON / Honeywell International Inc.
NARI / Inari Medical, Inc.
AXP / American Express Company
GPCR / Structure Therapeutics Inc. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
DE / Deere & Company
UPS / United Parcel Service, Inc.
VST / Vistra Corp.
TFC / Truist Financial Corporation
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
DKNG / DraftKings Inc.
HAE / Haemonetics Corporation
KAI / Kadant Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SLAB / Silicon Laboratories Inc.
IDXX / IDEXX Laboratories, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CGON / CG Oncology, Inc.
FAST / Fastenal Company
TIP / iShares Trust - iShares TIPS Bond ETF
MRUS / Merus N.V.
PYCR / Paycor HCM, Inc.
PHR / Phreesia, Inc.
TFX / Teleflex Incorporated
HUBB / Hubbell Incorporated
CW / Curtiss-Wright Corporation
AZPN / Aspen Technology, Inc.
JCI / Johnson Controls International plc
TSCO / Tractor Supply Company
BX / Blackstone Inc.
CDW / CDW Corporation
EQT / EQT Corporation
SLV / iShares Silver Trust
DOCS / Doximity, Inc.
SCHW / The Charles Schwab Corporation
CNQ / Canadian Natural Resources Limited
NYC / American Strategic Investment Co.
NTAP / NetApp, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CBOE / Cboe Global Markets, Inc.
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
BWXT / BWX Technologies, Inc.
FITB / Fifth Third Bancorp
BKNG / Booking Holdings Inc.
MDB / MongoDB, Inc.
ENB / Enbridge Inc.
AROC / Archrock, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
OWL / Blue Owl Capital Inc.
AMP / Ameriprise Financial, Inc.
PEN / Penumbra, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ES / Eversource Energy
PANW / Palo Alto Networks, Inc.
GTM / ZoomInfo Technologies Inc.
STE / STERIS plc
EBAY / eBay Inc.
NOW / ServiceNow, Inc.
ALLE / Allegion plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BTAI / BioXcel Therapeutics, Inc.
LIN / Linde plc
GD / General Dynamics Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CSX / CSX Corporation
INTC / Intel Corporation
BRK.A / Berkshire Hathaway Inc.
EMR / Emerson Electric Co.
CABO / Cable One, Inc.
APD / Air Products and Chemicals, Inc.
BLK / BlackRock, Inc.
FICO / Fair Isaac Corporation
XYL / Xylem Inc.
GEV / GE Vernova Inc.
ABBV / AbbVie Inc.
PLD / Prologis, Inc.
ITCI / Intra-Cellular Therapies, Inc.
PLTR / Palantir Technologies Inc.
BOOT / Boot Barn Holdings, Inc.
AEP / American Electric Power Company, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
THC / Tenet Healthcare Corporation
SWKS / Skyworks Solutions, Inc.
HRI / Herc Holdings Inc.
SONO / Sonos, Inc.
GVA / Granite Construction Incorporated
TDG / TransDigm Group Incorporated
BASE / Couchbase, Inc.
OTIS / Otis Worldwide Corporation
CTVA / Corteva, Inc.
GWRE / Guidewire Software, Inc.
AVGO / Broadcom Inc.
MMM / 3M Company
HLT / Hilton Worldwide Holdings Inc.
AAON / AAON, Inc.
TSLA / Tesla, Inc.
ED / Consolidated Edison, Inc.
SRE / Sempra
MSFT / Microsoft Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
SLB / Schlumberger Limited
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ELF / e.l.f. Beauty, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
FRSH / Freshworks Inc.
BIPC / Brookfield Infrastructure Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
IP / International Paper Company
EVR / Evercore Inc.
DOCU / DocuSign, Inc.
SPGI / S&P Global Inc.
EOG / EOG Resources, Inc.
NBIS / Nebius Group N.V.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
PSA / Public Storage
MRK / Merck & Co., Inc.
T / AT&T Inc.
SPCE / Virgin Galactic Holdings, Inc.
CMCSA / Comcast Corporation
PYPL / PayPal Holdings, Inc.
NFLX / Netflix, Inc.
DFS / Discover Financial Services
QQQ / Invesco QQQ Trust, Series 1
O / Realty Income Corporation
COF / Capital One Financial Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ENTG / Entegris, Inc.
DHR / Danaher Corporation
FLEX / Flex Ltd.
WAL / Western Alliance Bancorporation
LSCC / Lattice Semiconductor Corporation
DDD / 3D Systems Corporation
CRM / Salesforce, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
AVB / AvalonBay Communities, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BAP / Credicorp Ltd.
ZTS / Zoetis Inc.
ABT / Abbott Laboratories
BKR / Baker Hughes Company
MDLZ / Mondelez International, Inc.
SNOW / Snowflake Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
ECL / Ecolab Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock)
HIMS / Hims & Hers Health, Inc.
SNA / Snap-on Incorporated
KEYS / Keysight Technologies, Inc.
ARES / Ares Management Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GPC / Genuine Parts Company
FDX / FedEx Corporation
XOM / Exxon Mobil Corporation
CTSH / Cognizant Technology Solutions Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
RYN / Rayonier Inc.
SEIC / SEI Investments Company
UAL / United Airlines Holdings, Inc.
WM / Waste Management, Inc.
ITRI / Itron, Inc.
SIRI / Sirius XM Holdings Inc.
WCN / Waste Connections, Inc.
HPQ / HP Inc.
DTE / DTE Energy Company
BIIB / Biogen Inc.
CSW / CSW Industrials, Inc.
BBY / Best Buy Co., Inc.
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
EOS / Eaton Vance Enhanced Equity Income Fund II
JPM / JPMorgan Chase & Co.
UNH / UnitedHealth Group Incorporated
AAPL / Apple Inc.
JNJ / Johnson & Johnson
DUK / Duke Energy Corporation
VEEV / Veeva Systems Inc.
YUM / Yum! Brands, Inc.
HD / The Home Depot, Inc.
TMO / Thermo Fisher Scientific Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)