13F

Investor

BURNEY CO/

CIK 0000940445 · filed 2026-04-29 · SEC filing

13F book

$3.2B

Positions

578

60 new · 90 sold

Largest name

17.8%

Ea Series Trust

Est. mark

−$17M

Price effect on 518 names still held. Flow $7.84M.
NameTickerSharesValueWeightEst. markChange
Ea Series Trust23.9M$570.6M17.8%New
Ea Series Trust6.96M$339.5M10.6%−$11.8MCut−$21.8M
Apple Inc.AAPL358.1K$90.9M2.8%−$6.47MCut−$29.4M
Vanguard Scottsdale Fds1.37M$81.7M2.6%−$501.1KAdded$2.71M
Alphabet Inc239.1K$68.7M2.1%−$6.08MCut−$16.3M
Nvidia CorpNVDA347.2K$60.5M1.9%−$4.2MCut−$17.3M
Lam Research CorpLRCX234.9K$50.2M1.6%$9.98MCut−$5.7M
Meta Platforms, Inc.META76.3K$43.6M1.4%−$6.71MCut−$13.2M
Parker-Hannifin CorpPH47.4K$42.4M1.3%$771.4KCut−$4.38M
Dimensional Etf Trust967.6K$34.4M1.1%$955KAdded$3.62M
Mckesson CorpMCK39.5K$34.2M1.1%$1.78MCut−$12.1M
Broadcom Inc.AVGO101.9K$31.6M1.0%−$3.73MCut−$23.5M
Microsoft CorpMSFT83.4K$30.9M1.0%−$9.46MCut−$47.7M
Arista Networks, Inc.ANET234.3K$28.8M0.9%−$1.93MCut−$19.8M
Expedia Group, Inc.EXPE119.2K$27.5M0.9%−$2.22MAdded$15.5M
Tjx Cos Inc New163.9K$26.2M0.8%$998.3KCut−$1.65M
Capital One Finl Corp138.8K$25.3M0.8%−$8.32MCut−$19.3M
Allison Transmission Hldgs I216.3K$25.3M0.8%$4.14MCut−$5.11M
Cirrus Logic, Inc.CRUS172.4K$24.9M0.8%$2.5MAdded$13.6M
Cf Inds Hldgs Inc189.5K$24.6M0.8%$8.87MAdded$11.5M
RTX CorpRTX122.6K$23.6M0.7%$1.16MCut−$2.33K
Eli Lilly & CoLLY24.8K$22.8M0.7%−$3.83MCut−$7.38M
Autozone IncAZO6.16K$20.8M0.7%−$84.5KCut−$2.34M
Cencora, Inc.COR65.3K$20.5M0.6%−$1.54MCut−$9.29M
Cboe Global Mkts Inc68.3K$19.2M0.6%$2.05MCut−$8.05M
Vanguard Index Fds31.2K$18.6M0.6%−$921.8KCut−$1.67M
Kla CorpKLAC12.6K$18.5M0.6%$3.24MCut−$721.1K
Ugi Corp New466.4K$17M0.5%−$471KCut−$4.42M
L3harris Technologies Inc48.4K$16.7M0.5%$2.5MCut$816.8K
Berkshire Hathaway Inc Del33.8K$16.2M0.5%−$792.9KCut−$5.87M
Jpmorgan Chase & Co.54K$15.9M0.5%−$1.52MCut−$10.1M
State Str Corp123K$15.6M0.5%−$38.6KAdded$13.5M
Targa Res Corp61.8K$15.5M0.5%$4.1MCut−$4.15M
Walmart Inc.WMT123.5K$15.3M0.5%$1.59MCut−$1.75M
Exxon Mobil Corp86K$14.6M0.5%$4.24MCut$3.42M
Amazon Com IncAMZN69.4K$14.5M0.5%−$1.56MCut−$28.8M
Goldman Sachs Group Inc16.5K$14M0.4%−$257.4KAdded$7.13M
Applied Matls Inc39K$13.3M0.4%$3.31MCut$1.09M
HCA Healthcare, Inc.HCA25K$11.8M0.4%$159.7KCut−$1.39M
Oracle Corp80K$11.8M0.4%−$3.83MCut−$6.97M
Howmet Aerospace Inc.HWM49.7K$11.5M0.4%$1.26MCut−$1.13M
Vanguard Bd Index Fds145.1K$11.2M0.4%−$101.6KCut−$371.5K
Reinsurance Grp Of America I53.9K$11M0.3%$37.9KCut−$2.03M
Schwab Charles Corp116.1K$10.9M0.3%−$688.3KCut−$7.12M
Watts Water Technologies IncWTS36.6K$10.6M0.3%$522.2KCut−$4.1M
Procter And Gamble CoPG73K$10.5M0.3%$82.4KCut−$280K
Cisco Sys Inc133.7K$10.4M0.3%$74.8KCut−$2.86M
Curtiss Wright CorpCW14.5K$9.9M0.3%$1.89MCut$305.7K
Bank New York Mellon Corp82.9K$9.83M0.3%$210.5KCut−$1.78M
Lockheed Martin CorpLMT16.2K$9.79M0.3%$1.96MCut$415.3K
Incyte CorpINCY102.8K$9.68M0.3%−$137.5KAdded$6.76M
Monolithic Pwr Sys Inc8.76K$9.58M0.3%$1.64MCut−$3.08M
Amphenol Corp New75.8K$9.58M0.3%−$666.4KCut−$4.23M
Pricesmart IncPSMT63.3K$9.53M0.3%$1.76MCut−$2.54M
Ralph Lauren CorpRL27.4K$9.42M0.3%−$263.6KCut−$3.92M
AbbVie Inc.ABBV43.3K$9.42M0.3%−$476.5KCut−$4.43M
Valero Energy Corp37.5K$9.26M0.3%$3.16MCut$2.77M
Universal Hlth Svcs Inc51.3K$9.19M0.3%−$2MCut−$5.5M
Group 1 Automotive IncGPI27.4K$9.06M0.3%−$1.72MCut−$6.95M
Dicks Sporting Goods Inc45K$8.92M0.3%$14.3KCut−$2.15M
Taylor Morrison Home Corp150.3K$8.76M0.3%−$94.7KCut−$4.81M
Deere & CoDE15.2K$8.57M0.3%$1.49MCut$631K
Omega Healthcare Invs Inc191.7K$8.4M0.3%−$99.7KCut−$5.51M
Palo Alto Networks IncPANW52.3K$8.38M0.3%−$1.25MCut−$11.7M
Verizon Communications IncVZ165.6K$8.31M0.3%$1.57MCut$583.2K
Autodesk, Inc.ADSK34.5K$8.25M0.3%−$1.95MCut−$14.4M
Aercap Holdings Nv60K$8.24M0.3%−$237.5KAdded$3.05M
Kroger CoKR113.3K$8.2M0.3%$1.12MCut$402.7K
Ulta Beauty, Inc.ULTA15.5K$8.12M0.3%−$1.28MCut−$2.78M
United Rentals, Inc.URI11.1K$8.08M0.3%−$895.4KCut−$4.13M
Home Depot, Inc.HD24.4K$8.04M0.3%−$371.9KCut−$1.36M
Ss&C Technologies Hldgs Inc118.2K$7.99M0.3%−$2.35MCut−$8.89M
Wells Fargo Co New97.3K$7.75M0.2%−$1.3MAdded−$1.19M
Skyworks Solutions, Inc.SWKS142.8K$7.65M0.2%New
Sterling Infrastructure, Inc.STRL18.4K$7.49M0.2%$1.86MCut$1.43M
Lowes Cos Inc31.3K$7.4M0.2%−$153KCut−$1.55M
Raymond James Finl Inc50.4K$7.3M0.2%−$796.6KCut−$1.81M
Snap-on IncSNA20.1K$7.28M0.2%$373.5KCut−$493.5K
Allstate Corp35K$7.26M0.2%−$28.3KCut−$1.32M
Federated Hermes, Inc.FHI126.7K$7.19M0.2%$588KCut−$4.2M
Omnicell, Inc.OMCL213.2K$7.12M0.2%New
Ciena CorpCIEN18.1K$7.04M0.2%$2.74MAdded$2.9M
Johnson & JohnsonJNJ28.5K$6.97M0.2%$1.07MCut$4.29K
Copa Holdings Sa60.8K$6.91M0.2%−$42.2KAdded$6.18M
Expeditors Intl Wash Inc45.9K$6.57M0.2%−$265.3KCut−$4.75M
Berkley W R Corp98.8K$6.55M0.2%−$379.4KCut−$1.53M
Booking Holdings Inc.BKNG1.55K$6.54M0.2%−$1.78MCut−$9.83M
Quanta Svcs Inc11.9K$6.54M0.2%$1.51MCut$280.9K
Edison Intl89.1K$6.52M0.2%$1.17MCut−$454.1K
Synchrony Financial95.7K$6.51M0.2%−$1.48MCut−$2.91M
InterDigital, Inc.IDCC21.6K$6.51M0.2%−$353.2KCut−$3.17M
Netflix IncNFLX67.6K$6.5M0.2%$161.5KCut−$14.7M
Citigroup Inc57K$6.46M0.2%−$186.9KCut−$1.26M
Cardinal Health IncCAH30.5K$6.44M0.2%$177.2KCut−$3.49M
Caterpillar IncCAT9.02K$6.39M0.2%$1.22MCut−$936.6K
Wabtec25.3K$6.33M0.2%$923.8KCut−$743.9K
United Therapeutics Corp Del10.7K$6.32M0.2%$1.13MCut$1.06M
Yum Brands IncYUM40.5K$6.3M0.2%$170.3KCut−$2.17M
Qualcomm Inc48.7K$6.27M0.2%−$2.06MCut−$9.08M
Fortinet, Inc.FTNT76.3K$6.23M0.2%$176.2KCut−$9.47M
Marathon Pete Corp25.2K$6.17M0.2%$2.06MCut$1.54M
Mcdonalds CorpMCD19.7K$6.14M0.2%$101.9KCut−$205K
Ishares Tr9.37K$6.12M0.2%−$297.2KCut−$1.42M
Visa Inc.V19.5K$5.89M0.2%−$944.2KCut−$6.71M
Amgen IncAMGN16.7K$5.87M0.2%$409.3KCut−$570.7K
Exelixis, Inc.EXEL135.2K$5.8M0.2%−$127.1KCut−$3.17M
Kinder Morgan Inc Del172.3K$5.78M0.2%$1.04MCut$522.3K
Wintrust Finl Corp41.1K$5.72M0.2%−$2.27KAdded$5.36M
Dimensional Etf Trust119.4K$5.71M0.2%−$8.34KCut−$1.26M
Franco Nev Corp22.9K$5.65M0.2%$910.3KCut−$1.49M
Unitedhealth Group IncUNH20.6K$5.56M0.2%−$1.22MCut−$2.43M
Cadence Design System Inc19.9K$5.54M0.2%−$691.4KCut−$3.94M
Aflac IncAFL47.7K$5.23M0.2%−$26.7KCut−$93.9K
Motorola Solutions, Inc.MSI11.7K$5.09M0.2%$594.4KCut−$434.4K
Jones Lang Lasalle IncJLL16.6K$5.04M0.2%−$532.7KCut−$2.49M
Ameriprise Finl Inc11.1K$4.92M0.2%−$422KAdded$417K
Boot Barn Hldgs Inc32.9K$4.81M0.2%−$645.3KAdded$1.03M
Toll Brothers, Inc.TOL34.7K$4.73M0.1%$43.4KCut−$991.8K
F5, Inc.FFIV16.2K$4.69M0.1%$552.2KCut−$188.6K
Cvs Health CorpCVS65.2K$4.69M0.1%−$491.9KCut−$2.74M
Spdr Series Trust47.8K$4.68M0.1%−$420.5KCut−$1.7M
Eqt CorpEQT73.5K$4.68M0.1%$570.5KAdded$1.63M
Imperial Oil LtdIMO35.8K$4.68M0.1%$1.59MCut$1.53M
General Dynamics CorpGD13.4K$4.59M0.1%$87.7KCut−$1.12M
Eversource EnergyES65.8K$4.56M0.1%$128.3KCut−$1.51M
Roku, IncROKU48.1K$4.55M0.1%−$339.7KAdded$1.89M
Fair Isaac CorpFICO4.21K$4.5M0.1%−$2.62MCut−$17.6M
Mettler Toledo International Inc/MTD3.52K$4.43M0.1%−$467.6KCut−$513.6K
Pg&E Corp250.6K$4.4M0.1%New
General Mtrs Co58.9K$4.39M0.1%−$401.6KCut−$2.11M
ConocophillipsCOP33.1K$4.37M0.1%$1.27MCut$1.18M
Csx CorpCSX105.2K$4.32M0.1%$505.1KCut$76.9K
Sherwin Williams CoSHW13.4K$4.31M0.1%−$46.8KCut−$172.2K
Enova Intl Inc31.1K$4.22M0.1%−$663.8KCut−$1.37M
Amn Healthcare Svcs Inc226.4K$4.15M0.1%New
Reliance, Inc.RS13.6K$4.14M0.1%$205KCut−$719.9K
Morgan Stanley25.1K$4.13M0.1%−$325KCut−$2.34M
First Horizon Corporation180K$4.1M0.1%New
Gaming & Leisure Pptys Inc92K$4.08M0.1%−$29.4KCut−$800.5K
Simon Ppty Group Inc New21.4K$4M0.1%$30.4KCut−$610.4K
Bjs Restaurants IncBJRI113.7K$3.99M0.1%New
Sun Life Financial Inc.63.7K$3.98M0.1%$10.2KCut−$1.34M
Mueller Inds Inc35.8K$3.97M0.1%−$143.2KCut−$288.2K
Sysco CorpSYY55.6K$3.96M0.1%−$115.9KAdded$344.9K
Interparfums IncIPAR43.6K$3.96M0.1%New
Black Hills Corp56.9K$3.95M0.1%−$585Cut−$1.72M
Illinois Tool Wks Inc15.1K$3.94M0.1%$211.9KCut$28.6K
Dover CorpDOV18.7K$3.9M0.1%$247KCut−$177K
Jazz Pharmaceuticals PlcJAZZ20.6K$3.9M0.1%$392.5KCut$267.4K
Edwards Lifesciences CorpEW47.2K$3.78M0.1%−$216.6KAdded$210.8K
American Finl Group Inc Ohio29.6K$3.78M0.1%−$265.6KCut−$438.1K
EMCOR Group, Inc.EME5.08K$3.75M0.1%$642.8KCut−$124.3K
Oshkosh CorpOSK25.3K$3.72M0.1%$545.6KCut$457.4K
First Amern Finl Corp61K$3.68M0.1%−$70.2KCut−$184.5K
Vanguard Scottsdale Fds62.8K$3.68M0.1%−$7.73KAdded$1.29M
International Business Machs15.1K$3.65M0.1%−$810.6KCut−$1.68M
Toro CoTTC39K$3.65M0.1%$574.6KCut$506.9K
Vanguard Mun Bd Fds72.9K$3.64M0.1%−$24.2KAdded$596K
Dell Technologies Inc.DELL22K$3.61M0.1%$842.1KCut$811.5K
Accenture Plc Ireland17.9K$3.55M0.1%−$1.25MCut−$1.95M
Anglogold Ashanti PlcAU36.3K$3.53M0.1%$438.2KCut$410.2K
Oreilly Automotive Inc38.1K$3.51M0.1%$41.9KCut−$2.18M
Carlisle Cos Inc10.5K$3.51M0.1%$144.8KCut−$258.6K
Ovintiv Inc.OVV58.7K$3.49M0.1%$1.18MCut$935.1K
Acushnet Hldgs Corp37.1K$3.47M0.1%$507.4KCut$486.5K
Vanguard Intl Equity Index F63.5K$3.43M0.1%$18.4KCut−$379.8K
Docusign, Inc.DOCU71.5K$3.39M0.1%−$1.5MCut−$4.58M
Caci Intl Inc6.22K$3.38M0.1%$69KCut−$924.1K
Tractor Supply Co74.2K$3.36M0.1%−$349.6KCut−$1.11M
Envista Holdings CorpNVST128.5K$3.26M0.1%New
Hershey CoHSY15.6K$3.23M0.1%$403.1KCut$327.7K
Fidelity National Financial, Inc.FNF69.5K$3.22M0.1%−$146.8KAdded$2.25M
Union Pac Corp12.9K$3.13M0.1%$145.6KCut$8.45K
Ross Stores, Inc.ROST14.4K$3.12M0.1%$525.1KCut$307.7K
Broadridge Finl Solutions In19.1K$3.11M0.1%−$1.16MCut−$1.19M
Advanced Micro Devices IncAMD15.2K$3.09M0.1%−$162.8KCut−$464.7K
Old Rep Intl Corp77.1K$3.08M0.1%−$442.5KCut−$912.9K
Iron Mtn Inc Del30.1K$3.07M0.1%$577KCut−$798.2K
Pepsico IncPEP19.2K$2.98M0.1%$225.9KCut$167.5K
Costco Whsl Corp New2.95K$2.94M0.1%$395.6KCut−$670.3K
Trane Technologies PlcTT7K$2.92M0.1%$192.8KCut−$5.29M
Travelers Companies, Inc.TRV9.84K$2.87M0.1%$15.8KCut−$410.3K
Epam Sys Inc20.8K$2.81M0.1%New
Metlife Inc39.7K$2.81M0.1%−$326.6KCut−$2.06M
Vici Pptys Inc101.2K$2.77M0.1%−$81KCut−$418.1K
Vale S.A.VALE173.2K$2.76M0.1%New
Simmons 1st Natl Corp138.9K$2.7M0.1%$83.4KCut−$2.23M
Marvell Technology, Inc.MRVL27.1K$2.69M0.1%New
Caseys Gen Stores Inc3.65K$2.65M0.1%$584.7KAdded$808.1K
Shell Plc28.3K$2.63M0.1%$552.5KCut$423.9K
Eaton Corp PlcETN7.32K$2.62M0.1%$286.8KCut$78.5K
Unum Group34.7K$2.53M0.1%−$155KCut−$3.04M
Brinker Intl Inc17.4K$2.48M0.1%−$8.2KAdded$914.7K
Rigel Pharmaceuticals IncRIGL91.7K$2.48M0.1%New
Apellis Pharmaceuticals Inc61.6K$2.48M0.1%New
Aes CorpAES174.8K$2.46M0.1%−$43.7KCut−$5.22M
Prudential Finl Inc25.2K$2.46M0.1%−$208KAdded$912.7K
Colgate Palmolive CoCL28.8K$2.45M0.1%$178.8KCut$171.2K
Huntington Ingalls Inds Inc6.39K$2.43M0.1%$245.2KAdded$334.8K
Micron Technology IncMU7.17K$2.42M0.1%$376.1KCut−$687.9K
Chevron Corp NewCVX11.7K$2.42M0.1%$637.7KCut−$671.1K
Williams Cos Inc33K$2.4M0.1%$418.5KCut−$332.6K
Cummins IncCMI4.45K$2.39M0.1%$122.9KCut−$1.05M
Labcorp Holdings Inc.LH8.92K$2.38M0.1%$140.5KAdded$165.9K
Popular Inc17.5K$2.35M0.1%$168.9KCut−$1.59M
Spdr S&P 500 Etf Tr3.6K$2.34M0.1%−$114KCut−$2.72M
Spdr Series Trust41.3K$2.34M0.1%−$9.49KCut−$1.09M
Seagate Technology Hldngs Pl5.9K$2.31M0.1%$685.1KAdded$689.4K
Nutrien Ltd.NTR30.3K$2.28M0.1%$165.3KAdded$1.54M
Pinnacle West Cap Corp22.6K$2.27M0.1%$271.8KCut$2.87K
Abbott LabsABT22K$2.26M0.1%−$498KCut−$706K
Phillips 66PSX12.1K$2.2M0.1%$641KCut$316.2K
Alphabet Inc7.63K$2.19M0.1%−$205.7KCut−$2.3M
Vertex Pharmaceuticals Inc4.81K$2.15M0.1%−$32.8KCut−$331.1K
Emerson Elec Co16.4K$2.15M0.1%−$27.8KCut−$576.2K
Packaging Corp Amer10.1K$2.14M0.1%$60.5KCut$54.3K
Verisign Inc8.4K$2.09M0.1%$45.4KCut−$403.6K
Intel CorpINTC47.2K$2.08M0.1%$341.4KCut$239.1K
Tactile Sys Technology Inc78.9K$2.06M0.1%New
Genpact Limited53.4K$1.99M0.1%−$508.5KCut−$6.04M
Merck & Co., Inc.MRK16.4K$1.97M0.1%$246.6KCut−$435.4K
Moodys Corp4.46K$1.94M0.1%−$332.4KCut−$903.5K
Qualys, Inc.QLYS22.1K$1.94M0.1%−$996KCut−$1.32M
Constellation Brands, Inc.STZ12.8K$1.92M0.1%$154.1KCut$114.2K
Coca Cola CoKO24.8K$1.88M0.1%$152.1KCut−$861.2K
Kulicke & Soffa Inds Inc28.5K$1.87M0.1%New
Huntington Bancshares Inc119.2K$1.87M0.1%−$202.7KCut−$701.1K
Corcept Therapeutics IncCORT45.8K$1.85M0.1%$252.2KCut−$5.94M
Norfolk Southn Corp6.42K$1.84M0.1%−$11KCut−$134.3K
Deckers Outdoor CorpDECK18.4K$1.84M0.1%−$25.8KAdded$1.09M
Uber Technologies, IncUBER25.6K$1.84M0.1%−$250KCut−$5.24M
Liquidia CorpLQDA48.5K$1.83M0.1%New
Ball CorpBALL30.8K$1.82M0.1%$188.9KAdded$191.3K
Ametek Inc/AME8.48K$1.82M0.1%$76.9KCut−$662.5K
Northrop Grumman Corp2.65K$1.81M0.1%$297KCut$141.8K
Ezcorp IncEZPW71K$1.8M0.1%New
Power Solutions Intl Inc29K$1.77M0.1%$108.5KCut$33.9K
Ingredion IncINGR15.7K$1.76M0.1%$37.6KCut−$427.7K
Barrick Mng Corp42.7K$1.74M0.1%−$118KCut−$580.7K
Ww Grainger Inc1.59K$1.74M0.1%$130.3KCut−$57.4K
Mastercard IncMA3.48K$1.74M0.1%−$247.8KCut−$1.74M
CARRIER GLOBAL CorpCARR30.6K$1.72M0.1%$74KAdded$596.3K
Disney Walt Co17.7K$1.7M0.1%−$307.1KCut−$1.23M
Nextpower Inc.NXT14K$1.69M0.1%$420.6KAdded$595.9K
Tesla, Inc.TSLA4.54K$1.69M0.1%−$353.9KCut−$751K
Cal-Maine Foods IncCALM21.1K$1.67M0.1%−$8.85KCut−$3.95M
3M COMMM11.5K$1.66M0.1%−$170.2KCut−$280.1K
Chubb Limited5.07K$1.65M0.1%$70KCut−$652.2K
Axsome Therapeutics, Inc.AXSM9.64K$1.63M0.1%New
Generac Hldgs Inc8.3K$1.62M0.1%$489.5KCut$427.6K
Equifax IncEFX8.92K$1.61M0.1%−$329.2KCut−$407.6K
Entergy Corp New14.2K$1.6M0.1%$283.4KCut−$237.1K
Bp Plc33.5K$1.58M0.0%$411.6KCut$102.1K
Altria Group, Inc.MO23.8K$1.57M0.0%$198.6KCut$83.8K
Axcelis Technologies IncACLS16.8K$1.57M0.0%$214.6KCut−$418.2K
Vanguard Index Fds4.88K$1.57M0.0%−$70.6KCut−$669.4K
Fedex CorpFDX4.35K$1.55M0.0%$292.7KCut−$80.3K
Invesco Qqq Tr2.68K$1.55M0.0%−$99.8KCut−$2.11M
Peabody Energy CorpBTU46.8K$1.54M0.0%New
Tanger Inc.SKT45.3K$1.54M0.0%$27.6KCut−$360.4K
Brixmor Ppty Group Inc52.4K$1.51M0.0%$135.2KCut−$194.6K
Newmarket CorpNEU2.34K$1.5M0.0%−$108.3KCut−$526.1K
Bristol-Myers Squibb Co24.7K$1.5M0.0%$165.8KCut−$1.93M
At&T Inc51.6K$1.49M0.0%$214KCut$130.2K
Johnson Ctls Intl Plc11.3K$1.48M0.0%$102.3KAdded$383.9K
Tc Energy Corp23.5K$1.47M0.0%New
DONALDSON Co INCDCI17.2K$1.46M0.0%−$37.6KAdded$582K
Associated Banc Corp56.2K$1.45M0.0%$4.87KAdded$200.7K
Methanex CorpMEOH24.4K$1.45M0.0%$370.5KAdded$708.4K
Cigna GroupCI5.43K$1.45M0.0%−$46.1KCut−$195.8K
Berkshire Hathaway Inc Del2$1.44M0.0%−$73.3KHeld
StoneX Group Inc.SNEX17.7K$1.43M0.0%−$256.6KCut−$3.31M
Take-Two Interactive Softwar7.22K$1.43M0.0%−$54.5KAdded$1.19M
Nlight, Inc.LASR24.8K$1.42M0.0%$484.7KCut$470.3K
Automatic Data Processing In6.91K$1.4M0.0%−$373.4KCut−$769.1K
Lamar Advertising Co/NewLAMR10.8K$1.37M0.0%$864Cut−$299K
Five Below, IncFIVE5.97K$1.36M0.0%New
Acadia Pharmaceuticals IncACAD60K$1.33M0.0%−$266.9KCut−$1.48M
Adam Nat Res Fd Inc47.8K$1.33M0.0%$204.6KAdded$594.8K
Virtu Finl Inc30.1K$1.32M0.0%New
Marriott Intl Inc New3.98K$1.3M0.0%$66.9KCut−$401.3K
Avista CorpAVA32.4K$1.3M0.0%$33KAdded$502.9K
Tyson Foods, Inc.TSN20.1K$1.29M0.0%New
Northern Tr Corp9.12K$1.27M0.0%New
Elevance Health Inc Formerly4.32K$1.26M0.0%−$249.6KCut−$275.2K
Applovin CorpAPP3.17K$1.26M0.0%−$874.6KCut−$2.04M
Silgan Hldgs Inc32.2K$1.25M0.0%−$50.6KCut−$233.3K
Boyd Gaming CorpBYD15.1K$1.24M0.0%−$46.3KCut−$569.6K
Sap Se7.25K$1.24M0.0%−$520KCut−$559.3K
Vanguard Growth Etf2.81K$1.23M0.0%−$143.3KCut−$604.3K
e.l.f. Beauty, Inc.ELF20.2K$1.22M0.0%−$162.8KAdded$419.3K
Veracyte, Inc.VCYT37.8K$1.22M0.0%New
Rbc Bearings IncRBC2.23K$1.21M0.0%New
Darden Restaurants IncDRI6.12K$1.2M0.0%$73.5KCut−$541.1K
Dominion Energy, IncD19.2K$1.19M0.0%$62KCut−$148.2K
Travere Therapeutics, Inc.TVTX39.7K$1.18M0.0%New
Zions Bancorporation N A20.4K$1.18M0.0%−$18.8KCut−$3.58M
BILL Holdings, Inc.BILL30.7K$1.18M0.0%New
Roblox CorpRBLX20.4K$1.15M0.0%−$499.2KCut−$499.8K
Amcor Plc Com New28.9K$1.15M0.0%New
Lpl Finl Hldgs Inc3.79K$1.14M0.0%−$213.8KCut−$9.53M
Carnival Corp Ltd.CCL44K$1.14M0.0%New
Essential Pptys Rlty Tr Inc37.2K$1.13M0.0%$26.1KCut−$281.4K
Pediatrix Medical Group, Inc.MD52.8K$1.13M0.0%New
Alnylam Pharmaceuticals, Inc.ALNY3.41K$1.13M0.0%−$227.8KCut−$693.4K
Energy Transfer L P58.3K$1.13M0.0%$163.8KCut$61.5K
Cna Finl Corp24.5K$1.12M0.0%−$38.8KAdded$105K
Paccar IncPCAR9.67K$1.12M0.0%$57.2KAdded$71.7K
Otis Worldwide CorpOTIS14.4K$1.11M0.0%−$94.7KAdded$303.2K
Dimensional Etf Trust32.7K$1.11M0.0%$39.3KAdded$114.1K
Southern Co11.5K$1.11M0.0%$106.9KCut$57.2K
East West Bancorp IncEWBC10.3K$1.1M0.0%−$58.2KCut−$136.5K
Allegion plcALLE7.54K$1.1M0.0%−$105KCut−$917.5K
Texas Instrs Inc5.62K$1.09M0.0%$115.9KCut−$419.3K
Unifirst Corp Mass4.33K$1.09M0.0%$251.7KAdded$262.7K
Camping World Hldgs Inc159.1K$1.09M0.0%−$461.3KCut−$875.3K
Honeywell Intl Inc4.8K$1.08M0.0%$148.4KCut−$55.5K
Pfizer IncPFE38.3K$1.08M0.0%$121.8KCut−$124.8K
Portland Gen Elec Co20.3K$1.07M0.0%$97.1KCut−$126.2K
Cme Group Inc.CME3.63K$1.07M0.0%$80.8KCut−$147.5K
Hawaiian Elec Industries72.1K$1.07M0.0%$39.7KAdded$877.6K
Oneok Inc /New/OKE11.8K$1.07M0.0%$72.9KAdded$752K
Ptc Therapeutics, Inc.PTCT15.6K$1.06M0.0%−$122.2KCut−$954.5K
Globus Med Inc12.3K$1.06M0.0%New
Interactive Brokers Group In15.9K$1.06M0.0%$43.8KCut$43.2K
Waters Corp3.56K$1.06M0.0%−$291.6KCut−$443.5K
American Tower Corp New6.04K$1.04M0.0%−$18.1KCut−$924.6K
Ofg BancorpOFG25.7K$1.04M0.0%−$13.4KCut−$4.87M
Huron Consulting Group Inc.HURN8.15K$1.04M0.0%−$370KCut−$409.5K
NXP Semiconductors N.V.NXPI5.26K$1.04M0.0%−$106.2KCut−$557.5K
Novo-Nordisk A S28.1K$1.03M0.0%−$381.7KAdded−$342.1K
BankUnited, Inc.BKU22.7K$1.03M0.0%New
Manulife Finl Corp29.6K$1.02M0.0%−$36.6KAdded$298K
Dollar Gen Corp New8.42K$1M0.0%New
Amdocs LtdDOX15.3K$999.6K0.0%−$225.7KAdded−$191.8K
Rockwell Automation, IncROK2.78K$999.1K0.0%−$84KCut−$326.8K
Goldman Sachs Etf Tr9.94K$995.9K0.0%$2.49KCut−$149.7K
Synopsys IncSNPS2.5K$990.1K0.0%−$182.8KCut−$1.41M
Archer-Daniels-Midland CoADM13.5K$979.4K0.0%$204.8KCut$130.7K
Vanguard Bd Index Fds13.3K$979.3K0.0%−$3.39KAdded$395.8K
Ishares Tr9.97K$968.1K0.0%$11KCut$9.62K
Advanced Energy Inds2.98K$960.1K0.0%$337.2KHeld
Carpenter Technology CorpCRS2.4K$946K0.0%$166.5KAdded$285.1K
Kimberly Clark CorpKMB9.8K$945.6K0.0%−$43.4KCut−$130.2K
Gilead Sciences, Inc.GILD6.76K$942.8K0.0%$112.4KCut$28.6K
Republic Svcs Inc4.3K$942K0.0%$30.5KCut−$40.9K
Ge Aerospace3.29K$935.2K0.0%−$79.8KCut−$384.5K
Onemain Hldgs Inc17.2K$918.6K0.0%−$241.5KCut−$1.23M
Xylem Inc.XYL7.64K$913K0.0%−$127.4KCut−$4.16M
Vanguard Wellington Fd8.97K$906.9K0.0%−$3.9KCut−$337.5K
Palantir Technologies Inc.PLTR6.07K$887.6K0.0%−$191KCut−$635.7K
Suncor Energy Inc New13.3K$882.3K0.0%$290.3KCut−$14.1K
SFL Corp Ltd.SFL81.5K$879.5K0.0%New
Astrazeneca Plc OrdAZN4.46K$879.1K0.0%New
Boeing Co4.4K$875.2K0.0%−$79.5KCut−$471.6K
Vanguard Instl Index Fd11.4K$861.4K0.0%$1.13KAdded$474.5K
Cullen Frost Bankers Inc6.22K$852.5K0.0%$63.7KAdded$80.8K
Vail Resorts IncMTN6.62K$848.8K0.0%New
Dollar Tree, Inc.DLTR7.66K$839.2K0.0%−$101.5KAdded−$85.6K
Ubiquiti Inc.UI1.06K$837.7K0.0%$251.2KCut$27K
Spdr Series Trust8.86K$837.5K0.0%$32KCut−$176.5K
Artisan Partners Asset Mgmt22.9K$833.5K0.0%−$86KAdded$27.8K
Nextera Energy Inc8.91K$827.9K0.0%$112.3KCut$88.2K
Exelon CorpEXC16.9K$827.5K0.0%$91.7KCut−$446K
Dimensional Etf Trust23.7K$817.7K0.0%$32.1KAdded$95.5K
Timken CoTKR8.08K$812.8K0.0%$132.9KCut$63.5K
Science Applications Intl Co8.55K$811.7K0.0%−$49.1KCut−$90.1K
Becton Dickinson & CoBDX5.04K$792.6K0.0%−$182.2KAdded−$167.4K
Air Prods & Chems Inc2.73K$792.1K0.0%$87.5KAdded$294.9K
Viatris IncVTRS58.2K$785.8K0.0%$61.7KCut−$1.66M
Kirby CorpKEX5.81K$772K0.0%New
Texas Roadhouse, Inc.TXRH4.62K$763.3K0.0%−$3.92KCut−$344.9K
Toronto Dominion Bk Ont8.07K$753K0.0%−$7.18KCut−$62.5K
Hartford Insurance Group Inc5.57K$752.7K0.0%−$14.3KCut−$36.4K
Quest Diagnostics IncDGX3.82K$749K0.0%$85.7KCut$76.8K
Nucor CorpNUE4.41K$745.7K0.0%$26.4KCut−$248.9K
Federal Signal Corp6.88K$744.2K0.0%−$2.73KAdded$84.6K
Check Point Software Tech Lt5.15K$735.1K0.0%−$219.8KCut−$273.2K
Steel Dynamics IncSTLD4.08K$734K0.0%$39.3KAdded$102.8K
Kennametal IncKMT20.3K$734K0.0%New
Crowdstrike Hldgs Inc1.84K$720.3K0.0%−$144.6KCut−$366.7K
Nexstar Media Group, Inc.NXST3.97K$717.9K0.0%−$88.2KCut−$173.5K
Global Pmts Inc10.6K$715.4K0.0%−$107.4KCut−$151.6K
Spdr Series Trust7.31K$706.3K0.0%$17.8KCut−$194.3K
Royal Bk Cda4.35K$703.6K0.0%−$37.9KCut−$50.8K
Neurocrine Biosciences IncNBIX5.32K$701K0.0%−$53.7KCut−$531.5K
Spire Inc7.68K$695.1K0.0%$34.8KAdded$328.1K
Cognizant Technology Solutio11.3K$693.6K0.0%−$244.8KCut−$277.6K
B2gold CorpBTG152.7K$691.6K0.0%$3.05KCut$2.15K
Akamai Technologies IncAKAM6K$688.8K0.0%$165.5KHeld
Thermo Fisher Scientific Inc.TMO1.39K$684.2K0.0%−$122.4KCut−$386.6K
Boston Scientific CorpBSX10.8K$678.3K0.0%−$352.4KCut−$665.2K
Moog Inc2.31K$675.4K0.0%$113.3KCut−$1.71M
Ishares Tr1.56K$667.3K0.0%−$73.4KCut−$499.8K
T-Mobile Us Inc3.16K$663.7K0.0%$22.1KCut−$271.9K
Fastenal CoFAST14.3K$662.6K0.0%$89.5KCut−$234K
Smurfit Westrock PlcSW16.4K$653.4K0.0%$19.3KCut$3.88K
Enterprise Prods Partners L17.1K$648.4K0.0%$95.2KAdded$120.4K
Itt Inc.ITT3.39K$645.9K0.0%$56.4KAdded$70.9K
Medtronic PlcMDT7.41K$642.1K0.0%−$69.7KCut−$297.1K
Ituran Location And Control13K$638K0.0%New
Comcast Corp New22.2K$637.1K0.0%−$26.2KCut−$76.3K
AecomACM7.49K$635.5K0.0%−$76KAdded−$53.5K
Vanguard Star Fds8.14K$627.4K0.0%$6.57KAdded$330.5K
Vanguard Tax-Managed Fds9.7K$621.4K0.0%$14.5KAdded$57.4K
Bank Ozk Little Rock Ark13.4K$614.7K0.0%−$1.77KCut−$330.6K
Rollins IncROL11.5K$611.8K0.0%−$75KAdded−$68.9K
Grand Canyon Ed Inc3.59K$610.4K0.0%$13.4KCut−$33.7K
Price T Rowe Group IncTROW6.71K$605.3K0.0%−$73.5KAdded−$9.5K
ServiceNow, Inc.NOW5.77K$603K0.0%−$280.6KCut−$1.32M
Vanguard Bd Index Fds7.68K$602.6K0.0%−$3.06KAdded−$1.18K
Ishares Tr10.3K$584.5K0.0%$21.4KCut−$22K
Vanguard World Fd827$577.1K0.0%−$45.9KAdded−$41.8K
Bank America Corp11.7K$571.5K0.0%−$73.3KCut−$1.29M
Intuit Inc.INTU1.3K$561.7K0.0%−$298.8KCut−$445.9K
Pulte Group Inc4.74K$557.8K0.0%$1.69KCut−$1.38M
Transdigm Group IncTDG481$557.5K0.0%−$82.2KCut−$96.8K
Scotts Miracle-Gro CoSMG9.03K$548.9K0.0%$22.2KCut−$10.7K
Arrow Electrs Inc3.82K$547.8K0.0%$126.9KHeld
Linde PlcLIN1.1K$547.3K0.0%$76.6KCut$74.5K
Vanguard Index Fds2.79K$546.8K0.0%$14KAdded$33.8K
SharkNinja, Inc.SN5.13K$543.3K0.0%−$30.8KCut−$82.8K
Henry Jack & Assoc Inc3.4K$537K0.0%−$83KCut−$201.5K
Mondelez Intl Inc9.31K$536.7K0.0%$35.5KCut−$341.9K
NIKE, Inc.NKE10.1K$532.3K0.0%−$105.8KAdded−$86.7K
Buckle IncBKE10.6K$531.7K0.0%−$18.5KAdded$209K
Greif Inc7.92K$531.3K0.0%−$4.99KCut−$54.1K
Laureate Education, Inc.LAUR15.2K$531.2K0.0%$17.8KCut−$1.13M
Topbuild Corp1.51K$530.5K0.0%−$99.5KCut−$133.7K
Spdr Series Trust6.19K$527.3K0.0%$3.1KCut−$253.3K
Clear Secure, Inc.YOU10.8K$521.4K0.0%$143.6KCut−$76.6K
Halliburton CoHAL13.4K$521.2K0.0%New
Rpm Intl Inc5.24K$520.8K0.0%−$24.1KCut−$63K
Te Connectivity PlcTEL2.46K$515.3K0.0%New
Eastman Chem Co6.63K$506.3K0.0%$82.8KCut−$57.7K
Humana IncHUM2.92K$505.4K0.0%−$241.2KCut−$453.5K
Standex Intl Corp1.98K$504.9K0.0%$74.4KHeld
Travel Plus Leisure Co7.29K$504.6K0.0%−$9.77KCut−$68.7K
Smucker J M Co5.14K$495.8K0.0%−$6.98KAdded$344
Cincinnati Finl Corp3.09K$486.4K0.0%−$18.4KCut−$80K
Nvent Electric PlcNVT4.04K$477.4K0.0%$65.9KCut−$518.2K
Spdr Index Shs Fds10.3K$471.2K0.0%$12.8KCut$5.61K
Abm Inds Inc12.2K$470.9K0.0%−$46.2KCut−$65.5K
Ford Mtr Co40.5K$467.9K0.0%−$34.9KAdded$178K
Northwest Bancshares Inc MdNWBI36.6K$464.1K0.0%$23.8KAdded$49.4K
Direxion Shs Etf Tr9.64K$462K0.0%$56.7KCut−$5.38K
Progressive Corp2.29K$454.2K0.0%−$67.5KCut−$337.2K
Post Hldgs Inc4.55K$449.9K0.0%−$872Cut−$73.8K
Ishares Tr4.89K$443.1K0.0%$4.98KAdded$26.8K
Stride, Inc.LRN5K$440.4K0.0%$116.1KCut−$1.68M
First Financial Corporation6.95K$438.9K0.0%$18.7KAdded$32.3K
Spdr Gold Tr1.02K$438.9K0.0%$34.7KCut−$27.2K
Clorox Co Del4.19K$434.1K0.0%$11.7KCut−$8.4K
Ziff Davis, Inc.ZD10.3K$431.6K0.0%$70KCut$46.8K
Applied Indl Technologies In1.62K$429.8K0.0%New
Atmus Filtration Technologie7.44K$422.4K0.0%$36.2KCut−$176.4K
Direxion Shs Etf Tr6.67K$420.8K0.0%−$5.2KHeld
Corpay, Inc.CPAY1.44K$419.3K0.0%−$14.3KCut−$15.8K
Greif Inc4.71K$412.4K0.0%$60.5KCut$43.8K
Somnigroup International Inc.SGI5.57K$412K0.0%−$85.6KCut−$430.4K
Dominos Pizza IncDPZ1.15K$410.8K0.0%−$66.4KHeld
Progress Software Corp15.9K$407.2K0.0%New
OUTFRONT Media Inc.OUT15.2K$401.9K0.0%$36.4KCut−$333.5K
BorgWarner IncBWA7.37K$399.9K0.0%$67.8KHeld
Brady CorpBRC4.89K$397.4K0.0%$14KHeld
Southwest Airls Co10.4K$392K0.0%−$39.2KCut−$41.7K
Dimensional Etf Trust10K$391.2K0.0%$8.53KCut$5.6K
Invesco Exchange Traded Fd T2.03K$389.6K0.0%$661Added$38.3K
Ryder Sys Inc1.9K$388.9K0.0%$25.3KHeld
Delta Air Lines Inc DelDAL5.79K$384.9K0.0%−$16.9KCut−$115.7K
Prestige Consmr Healthcare I6.29K$372.8K0.0%−$15.2KCut−$74.1K
M & T Bk Corp1.8K$372K0.0%$9.4KCut−$316.4K
Baker Hughes Company6K$366.2K0.0%$93KCut−$23.4K
Dorman Prods Inc3.5K$364.7K0.0%−$64.1KAdded−$54.7K
Vanguard World Fd1.01K$362.6K0.0%−$35.2KCut−$36K
Rocket Cos Inc25.1K$358.4K0.0%−$128.5KCut−$5.71M
Ishares Tr3.6K$357.1K0.0%−$2.19KCut−$11.1K
Dynatrace, Inc.DT9.57K$354K0.0%−$60.9KCut−$251.5K
Green Brick Partners Inc5.45K$351.5K0.0%$8.56KAdded$51.7K
Hubbell IncHUBB711$348.9K0.0%New
Badger Meter IncBMI2.27K$346.6K0.0%−$50.2KCut−$88.6K
Acuity Inc1.24K$346.4K0.0%−$98.7KCut−$308.9K
Azz IncAZZ2.76K$345.4K0.0%$49.2KAdded$51.7K
Kontoor Brands, Inc.KTB4.83K$339.4K0.0%$44.4KCut−$88.7K
Protagonist Therapeutics, IncPTGX3.18K$335.1K0.0%$57.4KCut$13.7K
Capital Group Growth Etf8.3K$333.5K0.0%New
Ishares Tr3.43K$333.1K0.0%$3.29KCut−$87.2K
Pinterest, Inc.PINS18.1K$331.3K0.0%−$136.4KCut−$2.06M
Ppg Inds Inc3.1K$330.8K0.0%$13.7KCut−$50.8K
Ge Healthcare Technologies I4.63K$329.4K0.0%−$50.1KCut−$70.3K
Duke Energy Corp New2.51K$328.7K0.0%$34.5KCut$34.1K
Gatx CorpGATX1.92K$328.5K0.0%$2.19KCut−$180.6K
PENTAIR plcPNR3.74K$325.9K0.0%−$63.7KCut−$90.6K
Wp Carey Inc4.73K$321.2K0.0%$16.3KAdded$31K
Api Group CorpAPG7.83K$317.5K0.0%New
Block H & R Inc9.99K$317.2K0.0%−$118.3KCut−$1.48M
Datadog, Inc.DDOG2.68K$316.5K0.0%−$48.1KCut−$354.5K
Waste Mgmt Inc Del1.37K$315.7K0.0%$13.8KCut−$83.3K
Eog Res Inc2.17K$313.6K0.0%$85.8KCut−$45K
Mks IncMKSI1.36K$312.5K0.0%$88.9KAdded$109.6K
Stryker CorpSYK951$312.5K0.0%−$21.8KCut−$176.4K
Antero Midstream CorpAM13.6K$310.1K0.0%$66.1KAdded$75.3K
Texas Pacific Land Corporati650$308.5K0.0%New
Ishares Tr2.71K$307K0.0%−$27.5KCut−$243.5K
Nova Ltd.NVMI705$306.2K0.0%$74.7KCut$36.2K
Corteva, Inc.CTVA3.65K$305.3K0.0%$60.8KCut$31.3K
Watsco Inc832$302.7K0.0%$21.9KAdded$27.4K
Schwab Strategic Tr11.4K$297.6K0.0%New
Ishares Tr1.2K$297.1K0.0%$2.2KCut$727
Select Sector Spdr Tr2.23K$296.7K0.0%−$24.7KCut−$339.4K
Masco Corp4.87K$294.1K0.0%−$15KCut−$183.7K
Fidelity Natl Information Sv6.2K$290.9K0.0%−$121.2KCut−$121.3K
Atmos Energy CorpATO1.56K$288.2K0.0%$26.5KAdded$28.3K
Spdr Series Trust9.98K$286.1K0.0%−$1.68KAdded$17.4K
Williams Sonoma IncWSM1.56K$285.2K0.0%$5.85KCut−$473K
Target CorpTGT2.35K$284.3K0.0%$55KCut−$13.7K
CuriosityStream Inc.CURI95.4K$282.3K0.0%−$80.1KCut−$95.8K
Cheniere Energy, Inc.LNG992$281.5K0.0%$88.7KCut$59.5K
Direxion Shs Etf Tr3.23K$279.5K0.0%−$99.9KCut−$123.4K
FirstCash Holdings, Inc.FCFS1.48K$278.2K0.0%$42.4KCut−$4.98K
Urban Outfitters IncURBN4.39K$278K0.0%−$52.3KCut−$207.1K
Fiserv IncFISV4.97K$277.1K0.0%−$56.5KCut−$107.2K
Western Un Co31.4K$273.8K0.0%−$6.49KAdded$169.6K
Restaurant Brands Intl Inc3.66K$270.2K0.0%$20.7KCut$6.81K
Crh Plc2.55K$268.1K0.0%−$50.2KCut−$52.8K
Devon Energy Corp New5.32K$267.7K0.0%New
Leidos Holdings, Inc.LDOS1.67K$259.4K0.0%−$41.5KCut−$93.8K
Ishares Tr3.84K$259.4K0.0%$5.76KAdded$10.8K
Vaneck Etf Trust676$259.2K0.0%$15.7KCut−$99.5K
Planet Fitness, Inc.PLNT3.48K$258.8K0.0%−$118.6KCut−$1.96M
Etfs Gold Tr5.76K$257.1K0.0%New
Nvr IncNVR39$257K0.0%−$27.4KHeld
Adobe Inc.ADBE1.06K$257K0.0%−$113KCut−$190.7K
Hanover Ins Group Inc1.48K$256.9K0.0%−$14KCut−$39.9K
Hasbro, Inc.HAS2.73K$256K0.0%$31.7KHeld
Supernus Pharmaceuticals, Inc.SUPN4.88K$252.3K0.0%$9.71KCut−$143.9K
Paychex IncPAYX2.67K$246.3K0.0%−$53.6KCut−$256.7K
Janus Detroit Str Tr4.84K$243.8K0.0%−$1.02KCut−$30.9K
American Airls Group IncAAL22.7K$243.4K0.0%−$103.9KAdded−$103.7K
Ishares Tr7.99K$242.3K0.0%−$5.11KCut−$89K
Okta, Inc.OKTA3.06K$241.1K0.0%−$23.8KCut−$361.8K
Totalenergies SeTTE2.65K$240.9K0.0%$67.7KCut−$30.6K
Asml Holding N V182$240.4K0.0%$45.7KCut−$241K
Arch Cap Group Ltd2.5K$240.3K0.0%$176Cut−$195.5K
Lincoln Natl Corp Ind6.76K$240K0.0%−$53.6KAdded−$24.4K
Ea Series Trust4.28K$233.8K0.0%$14.5KHeld
Cavco Inds Inc Del475$230K0.0%−$50.6KHeld
Dimensional Etf Trust5.88K$228.7K0.0%New
Ensign Group, IncENSG1.11K$223.3K0.0%New
Royal Caribbean Group810$222.9K0.0%New
Western Digital CorpWDC817$221K0.0%$80.2KCut−$30K
Keysight Technologies, Inc.KEYS781$220.5K0.0%$61.8KCut−$81K
Life Time Group Holdings, Inc.LTH8.17K$220K0.0%$2.94KCut−$19K
Starbucks CorpSBUX2.45K$219.5K0.0%$13.2KCut−$75.1K
Pinnacle Finl Partners Inc Com2.49K$214.5K0.0%New
Spdr Series Trust2.22K$213.3K0.0%$7.85KCut−$71.3K
Avery Dennison CorpAVY1.24K$213.3K0.0%−$11.4KCut−$11.5K
Rio Tinto Plc2.28K$213.1K0.0%$30.3KCut$6.6K
Spdr Index Shs Fds4.53K$212.5K0.0%$453Held
Mueller Wtr Prods Inc7.71K$211.9K0.0%New
Vanguard World Fd672$209.8K0.0%$9.3KHeld
Ishares Tr566$209.8K0.0%−$9.15KHeld
Bitwise Funds Trust11.1K$209K0.0%New
International Paper Co5.83K$208.2K0.0%−$21.5KCut−$110K
First Ctzns Bancshares Inc D110$207.3K0.0%−$28.8KCut−$2.57M
Genuine Parts CoGPC1.94K$204.6K0.0%−$33.3KCut−$299.3K
Agilent Technologies, Inc.A1.79K$204.3K0.0%−$39.6KCut−$52.6K
Valvoline IncVVV6.04K$203.5K0.0%New
Cbre Group, Inc.CBRE1.5K$202.9K0.0%−$38KCut−$205.5K
Lincoln Elec Hldgs Inc810$201.8K0.0%$7.65KCut−$21.4K
Logitech Intl S A2.21K$201.3K0.0%New
Flowers Foods IncFLO18.5K$150.5K0.0%−$50.4KCut−$53.6K
Nuveen Pfd & Income Opportun18.3K$137.9K0.0%−$10.4KHeld
Pimco Dynamic Income Oprnts10.6K$137.1K0.0%−$9.65KHeld
Cohen & Steers Quality Incom11.1K$133.3K0.0%$6.97KHeld
Rithm Capital Corp12.7K$120.7K0.0%−$18.1KCut−$1.16M
Cbre Gbl Real Estate Inc Fd17.6K$77.4K0.0%$177Held
CorMedix Inc.CRMD10K$67.9K0.0%−$48.4KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.