Market Value223,609
Total Holdings148
File Date2025-08-12
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)
BRK.B / Berkshire Hathaway Inc.
ADP / Automatic Data Processing, Inc.
AEP / American Electric Power Company, Inc.
GOOG / Alphabet Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
CLS / Celestica Inc.
PHEQ / Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
INTC / Intel Corporation
V / Visa Inc.
T / AT&T Inc.
NOW / ServiceNow, Inc.
PLTR / Palantir Technologies Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DAL / Delta Air Lines, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
RNRG / Global X Funds - Global X Renewable Energy Producers ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
DTE / DTE Energy Company
WSM / Williams-Sonoma, Inc.
CNM / Core & Main, Inc.
SBAC / SBA Communications Corporation
CTSH / Cognizant Technology Solutions Corporation
EQR / Equity Residential
AKO.B / Embotelladora Andina S.A. - Depositary Receipt (Common Stock)
IDT / IDT Corporation
PSA / Public Storage
VTV / Vanguard Index Funds - Vanguard Value ETF
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
COKE / Coca-Cola Consolidated, Inc.
UBER / Uber Technologies, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CMCSA / Comcast Corporation
MEDP / Medpace Holdings, Inc.
CXT / Crane NXT, Co.
SPIN / SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
MKL / Markel Group Inc.
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
ZYME / Zymeworks Inc.
STZ / Constellation Brands, Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
UNP / Union Pacific Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AZO / AutoZone, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CACI / CACI International Inc
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
AIT / Applied Industrial Technologies, Inc.
TPR / Tapestry, Inc.
ICL / ICL Group Ltd
DPZ / Domino's Pizza, Inc.
VEEV / Veeva Systems Inc.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
AU / AngloGold Ashanti plc
RJF / Raymond James Financial, Inc.
AXP / American Express Company
FDX / FedEx Corporation
MPC / Marathon Petroleum Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
FLEX / Flex Ltd.
ATR / AptarGroup, Inc.
MDLZ / Mondelez International, Inc.
JBL / Jabil Inc.
BSX / Boston Scientific Corporation
UTF / Cohen & Steers Infrastructure Fund, Inc
LPLA / LPL Financial Holdings Inc.
RF / Regions Financial Corporation
DVN / Devon Energy Corporation
HEIA / Heico Corp. - Class A
ODFL / Old Dominion Freight Line, Inc.
DASH / DoorDash, Inc.
MSCI / MSCI Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
KKR / KKR & Co. Inc.
VRSK / Verisk Analytics, Inc.
NKE / NIKE, Inc.
OMC / Omnicom Group Inc.
UPS / United Parcel Service, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
MTGP / WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
EMHC / SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF
MU / Micron Technology, Inc.
HUM / Humana Inc.
PFE / Pfizer Inc.
DIS / The Walt Disney Company
KFY / Korn Ferry
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CBOE / Cboe Global Markets, Inc.
VBLTX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Long-Term Bond Index Fund
LII / Lennox International Inc.
EXPE / Expedia Group, Inc.
TROW / T. Rowe Price Group, Inc.
WTW / Willis Towers Watson Public Limited Company
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
GGG / Graco Inc.
YUMC / Yum China Holdings, Inc.
MAS / Masco Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EWU / iShares Trust - iShares MSCI United Kingdom ETF
BKNG / Booking Holdings Inc.
TWLO / Twilio Inc.
IXG / iShares Trust - iShares Global Financials ETF
ABNB / Airbnb, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
CAG / Conagra Brands, Inc.
GD / General Dynamics Corporation
OXY / Occidental Petroleum Corporation
ANET / Arista Networks Inc
VRT / Vertiv Holdings Co
VHT / Vanguard World Fund - Vanguard Health Care ETF
MRK / Merck & Co., Inc.
BCPC / Balchem Corporation
FWON.K / Formula One Group
CRWD / CrowdStrike Holdings, Inc.
SPOT / Spotify Technology S.A.
ADBE / Adobe Inc.
STT / State Street Corporation
GRMN / Garmin Ltd.
EQIX / Equinix, Inc.
LBTY.K / Liberty Global Ltd.
VFH / Vanguard World Fund - Vanguard Financials ETF
BAX / Baxter International Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INGR / Ingredion Incorporated
ETN / Eaton Corporation plc
AMAT / Applied Materials, Inc.
ITW / Illinois Tool Works Inc.
NFG / National Fuel Gas Company
CSGP / CoStar Group, Inc.
DOW / Dow Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
RSG / Republic Services, Inc.
MWA / Mueller Water Products, Inc.
HES / Hess Corporation
TDG / TransDigm Group Incorporated
CDNS / Cadence Design Systems, Inc.
LNG / Cheniere Energy, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
PEAK / Healthpeak Properties, Inc.
KMB / Kimberly-Clark Corporation
ZTS / Zoetis Inc.
EXR / Extra Space Storage Inc.
URI / United Rentals, Inc.
BMY / Bristol-Myers Squibb Company
EA / Electronic Arts Inc.
GS / The Goldman Sachs Group, Inc.
NDAQ / Nasdaq, Inc.
KMX / CarMax, Inc.
HPE / Hewlett Packard Enterprise Company
ISRG / Intuitive Surgical, Inc.
ORLY / O'Reilly Automotive, Inc.
VICI / VICI Properties Inc.
IXN / iShares Trust - iShares Global Tech ETF
WPC / W. P. Carey Inc.
OC / Owens Corning
APP / AppLovin Corporation
TGT / Target Corporation
SFIG / WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund
ACN / Accenture plc
MBB / iShares Trust - iShares MBS ETF
INSM / Insmed Incorporated
EXC / Exelon Corporation
RL / Ralph Lauren Corporation
ROST / Ross Stores, Inc.
TJX / The TJX Companies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BMO / Bank of Montreal
TOL / Toll Brothers, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PLD / Prologis, Inc.
STX / Seagate Technology Holdings plc
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
OTIS / Otis Worldwide Corporation
SHW / The Sherwin-Williams Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
HAL / Halliburton Company
LYV / Live Nation Entertainment, Inc.
HBAN / Huntington Bancshares Incorporated
PWR / Quanta Services, Inc.
CPRT / Copart, Inc.
SYK / Stryker Corporation
CME / CME Group Inc.
ALLE / Allegion plc
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
UAL / United Airlines Holdings, Inc.
LRCX / Lam Research Corporation
FTNT / Fortinet, Inc.
CSL / Carlisle Companies Incorporated
EWG / iShares, Inc. - iShares MSCI Germany ETF
EBAY / eBay Inc.
HPQ / HP Inc.
BK / The Bank of New York Mellon Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SRE / Sempra
OKTA / Okta, Inc.
CSX / CSX Corporation
BIPC / Brookfield Infrastructure Corporation
KHC / The Kraft Heinz Company
ENB / Enbridge Inc.
KLAC / KLA Corporation
CHRW / C.H. Robinson Worldwide, Inc.
CI / The Cigna Group
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
EWO / iShares, Inc. - iShares MSCI Austria ETF
CMI / Cummins Inc.
JBHT / J.B. Hunt Transport Services, Inc.
KTB / Kontoor Brands, Inc.
CASY / Casey's General Stores, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
EXLS / ExlService Holdings, Inc.
CVMCD / Sila Realty Trust, Inc.
GLW / Corning Incorporated
TTEK / Tetra Tech, Inc.
PRI / Primerica, Inc.
L / Loews Corporation
GSAT / Globalstar, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HCA / HCA Healthcare, Inc.
YUM / Yum! Brands, Inc.
FTV / Fortive Corporation
GM / General Motors Company
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
CAE N / CAE Inc.
CNHI / CNH Industrial N.V.
PFG / Principal Financial Group, Inc.
LYB / LyondellBasell Industries N.V.
MATX / Matson, Inc.
FITB / Fifth Third Bancorp
ARES / Ares Management Corporation
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
AIG / American International Group, Inc.
DFS / Discover Financial Services
ZS / Zscaler, Inc.
ANSS / ANSYS, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CFG / Citizens Financial Group, Inc.
CG / The Carlyle Group Inc.
CLX / The Clorox Company
RMD / ResMed Inc.
LOW / Lowe's Companies, Inc.
HWM / Howmet Aerospace Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DHR / Danaher Corporation
GEN / Gen Digital Inc.
GWW / W.W. Grainger, Inc.
WDAY / Workday, Inc.
RCL / Royal Caribbean Cruises Ltd.
EMN / Eastman Chemical Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
UNM / Unum Group
IDXX / IDEXX Laboratories, Inc.
FCX / Freeport-McMoRan Inc.
BDX / Becton, Dickinson and Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ERIE / Erie Indemnity Company
MKC / McCormick & Company, Incorporated
IXC / iShares Trust - iShares Global Energy ETF
INFY / Infosys Limited - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
PHM / PulteGroup, Inc.
TXN / Texas Instruments Incorporated
TFC / Truist Financial Corporation
WAB / Westinghouse Air Brake Technologies Corporation
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
TOST / Toast, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
ELV / Elevance Health, Inc.
DD / DuPont de Nemours, Inc.
TMUS / T-Mobile US, Inc.
NTRS / Northern Trust Corporation
AMT / American Tower Corporation
CF / CF Industries Holdings, Inc.
MFC / Manulife Financial Corporation
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
CTRA / Coterra Energy Inc.
GLPI / Gaming and Leisure Properties, Inc.
UDR / UDR, Inc.
NUV / Nuveen Municipal Value Fund, Inc.
MTG / MGIC Investment Corporation
EWQ / iShares, Inc. - iShares MSCI France ETF
BN / Brookfield Corporation
FAST / Fastenal Company
EWA / iShares, Inc. - iShares MSCI Australia ETF
UBS / UBS Group AG
WRB / W. R. Berkley Corporation
HAS / Hasbro, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ESS / Essex Property Trust, Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
STLD / Steel Dynamics, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
FCNCA / First Citizens BancShares, Inc.
PZZA / Papa John's International, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
RDN / Radian Group Inc.
IFF / International Flavors & Fragrances Inc.
LRN / Stride, Inc.
DRI / Darden Restaurants, Inc.
HLT / Hilton Worldwide Holdings Inc.
PSTG / Pure Storage, Inc.
FN / Fabrinet
VTR / Ventas, Inc.
ZM / Zoom Communications Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CSW / CSW Industrials, Inc.
EQH / Equitable Holdings, Inc.
SLB / Schlumberger Limited
MCHP / Microchip Technology Incorporated
FELE / Franklin Electric Co., Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
1ALC / Alcon Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
K / Kellanova
IT / Gartner, Inc.
ADSK / Autodesk, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
BX / Blackstone Inc.
ACGL / Arch Capital Group Ltd.
COF / Capital One Financial Corporation
MIDD / The Middleby Corporation
DG / Dollar General Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
UGP / Ultrapar Participações S.A. - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
WELL / Welltower Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CRH / CRH plc
BURL / Burlington Stores, Inc.
SOI / Solaris Oilfield Infrastructure, Inc.
ROP / Roper Technologies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
BAP / Credicorp Ltd.
CR / Crane Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FIX / Comfort Systems USA, Inc.
TEAM / Atlassian Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
NORW / Global X Funds - Global X MSCI Norway ETF
OVV / Ovintiv Inc.
TD / The Toronto-Dominion Bank
AOS / A. O. Smith Corporation
PEG / Public Service Enterprise Group Incorporated
FIS / Fidelity National Information Services, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
GMS / GMS Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
WFHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
ORI / Old Republic International Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FSV / FirstService Corporation
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
ALL / The Allstate Corporation
CCI / Crown Castle Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
TYL / Tyler Technologies, Inc.
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IMO / Imperial Oil Limited
NGG / National Grid plc - Depositary Receipt (Common Stock)
WF / Woori Financial Group Inc. - Depositary Receipt (Common Stock)
IX / ORIX Corporation - Depositary Receipt (Common Stock)
SUU N / Suncor Energy Inc.
CVS / CVS Health Corporation
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
DORM / Dorman Products, Inc.
BXP / Boston Properties, Inc.
FNF / Fidelity National Financial, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
RGLD / Royal Gold, Inc.
MDT / Medtronic plc
ICF / iShares Trust - iShares Select U.S. REIT ETF
MHK / Mohawk Industries, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
OHI / Omega Healthcare Investors, Inc.
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
AWK / American Water Works Company, Inc.
MANH / Manhattan Associates, Inc.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
MORN / Morningstar, Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
BELFB / Bel Fuse Inc.
IDCC / InterDigital, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JWN / Nordstrom, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
JAZZ / Jazz Pharmaceuticals plc
FOXA / Fox Corporation
WAT / Waters Corporation
MLI / Mueller Industries, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FHI / Federated Hermes, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CHD / Church & Dwight Co., Inc.
VMI / Valmont Industries, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
GWRE / Guidewire Software, Inc.
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
SF / Stifel Financial Corp.
APOG / Apogee Enterprises, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
STN / Stantec Inc.
POR / Portland General Electric Company
BRC / Brady Corporation
WTFC / Wintrust Financial Corporation
MAA / Mid-America Apartment Communities, Inc.
CMC / Commercial Metals Company
HUBB / Hubbell Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IRM / Iron Mountain Incorporated
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ATGE / Adtalem Global Education Inc.
CHTR / Charter Communications, Inc.
KR / The Kroger Co.
KT / KT Corporation - Depositary Receipt (Common Stock)
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
PATK / Patrick Industries, Inc.
JKHY / Jack Henry & Associates, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PHI / PLDT Inc. - Depositary Receipt (Common Stock)
GRBK / Green Brick Partners, Inc.
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
GIS / General Mills, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
WAFD / WaFd, Inc
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CAH / Cardinal Health, Inc.
CAT / Caterpillar Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
PNC / The PNC Financial Services Group, Inc.
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
TSLA / Tesla, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
ABBV / AbbVie Inc.
SCHW / The Charles Schwab Corporation
VSDM / Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF
SNPS / Synopsys, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
GPK / Graphic Packaging Holding Company
PPG / PPG Industries, Inc.
UNH / UnitedHealth Group Incorporated
BBY / Best Buy Co., Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
RPM / RPM International Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
RS / Reliance, Inc.
ETR / Entergy Corporation
FICO / Fair Isaac Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TMO / Thermo Fisher Scientific Inc.
INVA / Innoviva, Inc.
HOOD / Robinhood Markets, Inc.
APAM / Artisan Partners Asset Management Inc.
HRB / H&R Block, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DVA / DaVita Inc.
APD / Air Products and Chemicals, Inc.
XYL / Xylem Inc.
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
NEM / Newmont Corporation
BLDR / Builders FirstSource, Inc.
GIB.A / CGI Inc.
KEY / KeyCorp
DB N / Deutsche Bank Aktiengesellschaft
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PYPL / PayPal Holdings, Inc.
MSI / Motorola Solutions, Inc.
BRO / Brown & Brown, Inc.
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
RY / Royal Bank of Canada
CBRE / CBRE Group, Inc.
MS / Morgan Stanley
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
AON / Aon plc
LH / Labcorp Holdings Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
VMC / Vulcan Materials Company
SHOP / Shopify Inc.
PCG / PG&E Corporation
HSY / The Hershey Company
BNS / The Bank of Nova Scotia
INTA / Intapp, Inc.
CMG / Chipotle Mexican Grill, Inc.
O / Realty Income Corporation
BKR / Baker Hughes Company
MLM / Martin Marietta Materials, Inc.
BAM / Brookfield Asset Management Ltd.
SOLV / Solventum Corporation
PANW / Palo Alto Networks, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NXST / Nexstar Media Group, Inc.
WMB / The Williams Companies, Inc.
ONTO / Onto Innovation Inc.
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
CEG / Constellation Energy Corporation
LW / Lamb Weston Holdings, Inc.
LDOS / Leidos Holdings, Inc.
ULTA / Ulta Beauty, Inc.
GDDY / GoDaddy Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
JCI / Johnson Controls International plc
FIVN / Five9, Inc.
MNST / Monster Beverage Corporation
GLD / SPDR Gold Trust
NVR / NVR, Inc.
SYF / Synchrony Financial
DVY / iShares Trust - iShares Select Dividend ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
PGR / The Progressive Corporation
WEC / WEC Energy Group, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
BJ / BJ's Wholesale Club Holdings, Inc.
EWS / iShares, Inc. - iShares MSCI Singapore ETF
XEL / Xcel Energy Inc.
TPL / Texas Pacific Land Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
BPOP / Popular, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BOOT / Boot Barn Holdings, Inc.
MELI / MercadoLibre, Inc.
THC / Tenet Healthcare Corporation
BLCV / BlackRock ETF Trust - iShares Large Cap Value Active ETF
AIZ / Assurant, Inc.
REG / Regency Centers Corporation
NTAP / NetApp, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
PRU / Prudential Financial, Inc.
CCEP N / Coca-Cola Europacific Partners PLC
SSNC / SS&C Technologies Holdings, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
LEN / Lennar Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
LAMR / Lamar Advertising Company
PINC / Premier, Inc.
YY / JOYY Inc. - Depositary Receipt (Common Stock)
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
SEE / Sealed Air Corporation
TPB / Turning Point Brands, Inc.
AVA / Avista Corporation
VLO / Valero Energy Corporation
JXN / Jackson Financial Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
CRUS / Cirrus Logic, Inc.
LIN / Linde plc
ACIW / ACI Worldwide, Inc.
COR / Cencora, Inc.
CPT / Camden Property Trust
EWP / iShares, Inc. - iShares MSCI Spain ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
STE / STERIS plc
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
PKG / Packaging Corporation of America
AVGO / Broadcom Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
HD / The Home Depot, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
FDEM / Fidelity Covington Trust - Fidelity Emerging Markets Multifactor ETF
PAYX / Paychex, Inc.
CGGR / Capital Group Growth ETF
DUK / Duke Energy Corporation
FLMI / Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF
TRV / The Travelers Companies, Inc.
APH / Amphenol Corporation
BR / Broadridge Financial Solutions, Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
NSC / Norfolk Southern Corporation
MCK / McKesson Corporation
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
ALK / Alaska Air Group, Inc.
ORCL / Oracle Corporation
MCD / McDonald's Corporation
ABT / Abbott Laboratories
MA / Mastercard Incorporated
HIG / The Hartford Insurance Group, Inc.
PEP / PepsiCo, Inc.
MMM / 3M Company
SPGI / S&P Global Inc.
DE / Deere & Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
USB / U.S. Bancorp
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GILD / Gilead Sciences, Inc.
GROZ / Zacks Trust - Zacks Focus Growth ETF
AMGN / Amgen Inc.
AMZN / Amazon.com, Inc.
PG / The Procter & Gamble Company
COST / Costco Wholesale Corporation
NFLX / Netflix, Inc.
DELL / Dell Technologies Inc.
META / Meta Platforms, Inc.
WFC / Wells Fargo & Company
MCO / Moody's Corporation
COP / ConocoPhillips
RTX / RTX Corporation
LMT / Lockheed Martin Corporation
SO / The Southern Company
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
MTB / M&T Bank Corporation
KMI / Kinder Morgan, Inc.
MSFT / Microsoft Corporation
SBUX / Starbucks Corporation
NEE / NextEra Energy, Inc.
JPM / JPMorgan Chase & Co.
WMT / Walmart Inc.
AAPL / Apple Inc.
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
EOG / EOG Resources, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LLY / Eli Lilly and Company
NVDA / NVIDIA Corporation
BLK / BlackRock, Inc.
IBM / International Business Machines Corporation
BAC / Bank of America Corporation
CTAS / Cintas Corporation
AJG / Arthur J. Gallagher & Co.
MO / Altria Group, Inc.
HON / Honeywell International Inc.
XOM / Exxon Mobil Corporation
MET / MetLife, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EMR / Emerson Electric Co.
NUE / Nucor Corporation
GE / General Electric Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
JNJ / Johnson & Johnson
MUB / iShares Trust - iShares National Muni Bond ETF
QQQ / Invesco QQQ Trust, Series 1
BA / The Boeing Company
TEL / TE Connectivity plc
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PM / Philip Morris International Inc.
WM / Waste Management, Inc.
VZ / Verizon Communications Inc.
C / Citigroup Inc.
CB / Chubb Limited
SPY / SPDR S&P 500 ETF
KO / The Coca-Cola Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PPL / PPL Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CVX / Chevron Corporation
HCKT / The Hackett Group, Inc.
CRM / Salesforce, Inc.
FI / Fiserv, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AFL / Aflac Incorporated
ICE / Intercontinental Exchange, Inc.
F / Ford Motor Company
EME / EMCOR Group, Inc.
ZECP / Zacks Trust - Zacks Earnings Consistent Portfolio ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
INTU / Intuit Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PAPI / Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
SMIZ / Zacks Trust - Zacks Small/Mid Cap ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
PH / Parker-Hannifin Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
ITRI / Itron, Inc.
VCRM / Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
MRVL / Marvell Technology, Inc.
CGIE / Capital Group International Equity ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
JIVE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
CSCO / Cisco Systems, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF