13F

Investor

BURNEY CO/

CIK 0000940445 · filed 2026-01-23 · SEC filing

13F book

$3.21B

Positions

608

Largest name

11.3%

Ea Series Trust

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ea Series Trust7.16M$361.3M11.3%Held
Apple Inc.AAPL442.3K$120.2M3.7%Held
Alphabet Inc271.9K$85.1M2.7%Held
Vanguard Scottsdale Fds1.32M$79M2.5%Held
Microsoft CorpMSFT162.5K$78.6M2.5%Held
Nvidia CorpNVDA417.6K$77.9M2.4%Held
Meta Platforms, Inc.META86.1K$56.9M1.8%Held
Lam Research CorpLRCX326.5K$55.9M1.7%Held
Broadcom Inc.AVGO159K$55M1.7%Held
Arista Networks, Inc.ANET370.9K$48.6M1.5%Held
Parker-Hannifin CorpPH53.2K$46.8M1.5%Held
Mckesson CorpMCK56.4K$46.2M1.4%Held
Capital One Finl Corp184.3K$44.7M1.4%Held
Amazon Com IncAMZN187.4K$43.3M1.3%Held
Dimensional Etf Trust892.5K$30.8M1.0%Held
Allison Transmission Hldgs I310.8K$30.4M0.9%Held
Eli Lilly & CoLLY28.1K$30.2M0.9%Held
Cencora, Inc.COR88.3K$29.8M0.9%Held
Tjx Cos Inc New181.2K$27.8M0.9%Held
Cboe Global Mkts Inc108.5K$27.2M0.8%Held
Jpmorgan Chase & Co.80.7K$26M0.8%Held
RTX CorpRTX129K$23.7M0.7%Held
Autozone IncAZO6.83K$23.2M0.7%Held
Autodesk, Inc.ADSK76.6K$22.7M0.7%Held
Berkshire Hathaway Inc Del43.9K$22.1M0.7%Held
Fair Isaac CorpFICO13.1K$22.1M0.7%Held
Ugi Corp New571.8K$21.4M0.7%Held
Netflix IncNFLX226.4K$21.2M0.7%Held
Vanguard Index Fds32.4K$20.3M0.6%Held
Palo Alto Networks IncPANW109.2K$20.1M0.6%Held
Targa Res Corp106.6K$19.7M0.6%Held
Kla CorpKLAC15.8K$19.2M0.6%Held
Oracle Corp96.2K$18.7M0.6%Held
Schwab Charles Corp180.5K$18M0.6%Held
Walmart Inc.WMT153.5K$17.1M0.5%Held
Ss&C Technologies Hldgs Inc193.1K$16.9M0.5%Held
Booking Holdings Inc.BKNG3.06K$16.4M0.5%Held
Group 1 Automotive IncGPI40.7K$16M0.5%Held
L3harris Technologies Inc54.1K$15.9M0.5%Held
Fortinet, Inc.FTNT197.8K$15.7M0.5%Held
Qualcomm Inc89.8K$15.4M0.5%Held
Watts Water Technologies IncWTS53.3K$14.7M0.5%Held
Universal Hlth Svcs Inc67.4K$14.7M0.5%Held
Omega Healthcare Invs Inc313.7K$13.9M0.4%Held
AbbVie Inc.ABBV60.6K$13.9M0.4%Held
Amphenol Corp New102.2K$13.8M0.4%Held
Taylor Morrison Home Corp230.5K$13.6M0.4%Held
Ralph Lauren CorpRL37.7K$13.3M0.4%Held
Cisco Sys Inc171.8K$13.2M0.4%Held
HCA Healthcare, Inc.HCA28.3K$13.2M0.4%Held
Cf Inds Hldgs Inc168.9K$13.1M0.4%Held
Reinsurance Grp Of America I64.1K$13M0.4%Held
Monolithic Pwr Sys Inc14K$12.7M0.4%Held
Visa Inc.V35.9K$12.6M0.4%Held
Howmet Aerospace Inc.HWM61.4K$12.6M0.4%Held
Applied Matls Inc47.7K$12.2M0.4%Held
United Rentals, Inc.URI15.1K$12.2M0.4%Held
Pricesmart IncPSMT98.4K$12.1M0.4%Held
Expedia Group, Inc.EXPE42.3K$12M0.4%Held
Bank New York Mellon Corp100K$11.6M0.4%Held
Vanguard Bd Index Fds148.6K$11.6M0.4%Held
Federated Hermes, Inc.FHI218.7K$11.4M0.4%Held
Cirrus Logic, Inc.CRUS95.8K$11.4M0.4%Held
Expeditors Intl Wash Inc76K$11.3M0.4%Held
Exxon Mobil Corp92.8K$11.2M0.3%Held
Dicks Sporting Goods Inc55.9K$11.1M0.3%Held
Ulta Beauty, Inc.ULTA18K$10.9M0.3%Held
Procter And Gamble CoPG75.5K$10.8M0.3%Held
Lpl Finl Hldgs Inc29.9K$10.7M0.3%Held
Cardinal Health IncCAH48.3K$9.93M0.3%Held
Cyberark Software Ltd21.9K$9.77M0.3%Held
InterDigital, Inc.IDCC30.4K$9.68M0.3%Held
Curtiss Wright CorpCW17.4K$9.59M0.3%Held
Cadence Design System Inc30.3K$9.48M0.3%Held
Synchrony Financial112.9K$9.42M0.3%Held
Home Depot, Inc.HD27.3K$9.4M0.3%Held
Lockheed Martin CorpLMT19.4K$9.38M0.3%Held
Raymond James Finl Inc56.7K$9.11M0.3%Held
Exelixis, Inc.EXEL204.6K$8.97M0.3%Held
Lowes Cos Inc37.1K$8.96M0.3%Held
Wells Fargo Co New95.9K$8.94M0.3%Held
Allstate Corp41.2K$8.57M0.3%Held
Yum Brands IncYUM56K$8.47M0.3%Held
Trane Technologies PlcTT21.1K$8.2M0.3%Held
Berkley W R Corp115.3K$8.08M0.3%Held
Genpact Limited171.5K$8.02M0.3%Held
Unitedhealth Group IncUNH24.2K$7.99M0.2%Held
Docusign, Inc.DOCU116.5K$7.97M0.2%Held
Deere & CoDE17.1K$7.94M0.2%Held
Kroger CoKR124.8K$7.8M0.2%Held
Corcept Therapeutics IncCORT223.8K$7.79M0.2%Held
Snap-on IncSNA22.6K$7.78M0.2%Held
Verizon Communications IncVZ189.7K$7.73M0.2%Held
Citigroup Inc66.2K$7.72M0.2%Held
Aes CorpAES535.8K$7.68M0.2%Held
Ishares Tr11K$7.54M0.2%Held
Jones Lang Lasalle IncJLL22.4K$7.53M0.2%Held
Cvs Health CorpCVS93.5K$7.42M0.2%Held
Caterpillar IncCAT12.8K$7.32M0.2%Held
Franco Nev Corp34.5K$7.15M0.2%Held
Uber Technologies, IncUBER86.7K$7.08M0.2%Held
Wabtec33.1K$7.08M0.2%Held
Dimensional Etf Trust145.5K$6.98M0.2%Held
Edison Intl116.2K$6.97M0.2%Held
Johnson & JohnsonJNJ33.7K$6.97M0.2%Held
Goldman Sachs Group Inc7.8K$6.86M0.2%Held
General Mtrs Co79.9K$6.5M0.2%Held
Valero Energy Corp39.9K$6.49M0.2%Held
Morgan Stanley36.4K$6.46M0.2%Held
Amgen IncAMGN19.7K$6.44M0.2%Held
Spdr Series Trust59.8K$6.38M0.2%Held
Mcdonalds CorpMCD20.8K$6.34M0.2%Held
Quanta Svcs Inc14.8K$6.26M0.2%Held
Rocket Cos Inc313.2K$6.06M0.2%Held
Eversource EnergyES90.1K$6.06M0.2%Held
Sterling Infrastructure, Inc.STRL19.8K$6.06M0.2%Held
Ofg BancorpOFG144.3K$5.91M0.2%Held
Paypal Hldgs Inc99K$5.78M0.2%Held
Toll Brothers, Inc.TOL42.3K$5.72M0.2%Held
General Dynamics CorpGD17K$5.71M0.2%Held
Oreilly Automotive Inc62.4K$5.7M0.2%Held
Black Hills Corp81.7K$5.67M0.2%Held
Cal-Maine Foods IncCALM70.6K$5.62M0.2%Held
Enova Intl Inc35.6K$5.59M0.2%Held
Unum Group72K$5.58M0.2%Held
Motorola Solutions, Inc.MSI14.4K$5.53M0.2%Held
Accenture Plc Ireland20.5K$5.49M0.2%Held
International Business Machs18K$5.33M0.2%Held
Aflac IncAFL48.3K$5.32M0.2%Held
Sun Life Financial Inc.85.3K$5.32M0.2%Held
United Therapeutics Corp Del10.8K$5.26M0.2%Held
Kinder Morgan Inc Del191.2K$5.26M0.2%Held
Aercap Holdings Nv36.1K$5.19M0.2%Held
Xylem Inc.XYL37.2K$5.07M0.2%Held
Spdr S&P 500 Etf Tr7.42K$5.06M0.2%Held
Mettler Toledo International Inc/MTD3.55K$4.95M0.2%Held
Simmons 1st Natl Corp261.7K$4.93M0.2%Held
Gaming & Leisure Pptys Inc109.2K$4.88M0.2%Held
F5, Inc.FFIV19.1K$4.88M0.2%Held
Metlife Inc61.7K$4.87M0.2%Held
Reliance, Inc.RS16.8K$4.86M0.2%Held
Zions Bancorporation N A81.3K$4.76M0.1%Held
StoneX Group Inc.SNEX49.8K$4.74M0.1%Held
Marathon Pete Corp28.4K$4.62M0.1%Held
Simon Ppty Group Inc New24.9K$4.61M0.1%Held
Ameriprise Finl Inc9.19K$4.5M0.1%Held
Alphabet Inc14.3K$4.49M0.1%Held
Sherwin Williams CoSHW13.8K$4.48M0.1%Held
Tractor Supply Co89.4K$4.47M0.1%Held
Caci Intl Inc8.09K$4.31M0.1%Held
Broadridge Finl Solutions In19.2K$4.29M0.1%Held
Mueller Inds Inc37.1K$4.25M0.1%Held
Csx CorpCSX117K$4.24M0.1%Held
American Finl Group Inc Ohio30.9K$4.22M0.1%Held
Ciena CorpCIEN17.7K$4.15M0.1%Held
Dover CorpDOV20.9K$4.08M0.1%Held
Old Rep Intl Corp87.4K$3.99M0.1%Held
Popular Inc31.6K$3.94M0.1%Held
Illinois Tool Wks Inc15.9K$3.91M0.1%Held
EMCOR Group, Inc.EME6.33K$3.88M0.1%Held
Iron Mtn Inc Del46.6K$3.87M0.1%Held
First Amern Finl Corp62.9K$3.86M0.1%Held
Vanguard Intl Equity Index F70.9K$3.81M0.1%Held
Boot Barn Hldgs Inc21.4K$3.78M0.1%Held
Carlisle Cos Inc11.8K$3.77M0.1%Held
Invesco Qqq Tr5.95K$3.65M0.1%Held
Jazz Pharmaceuticals PlcJAZZ21.3K$3.63M0.1%Held
Sysco CorpSYY49.1K$3.62M0.1%Held
Costco Whsl Corp New4.19K$3.61M0.1%Held
Edwards Lifesciences CorpEW41.9K$3.57M0.1%Held
Advanced Micro Devices IncAMD16.6K$3.55M0.1%Held
Mastercard IncMA6.1K$3.48M0.1%Held
Cummins IncCMI6.75K$3.44M0.1%Held
Bristol-Myers Squibb Co63.6K$3.43M0.1%Held
Spdr Series Trust60.3K$3.43M0.1%Held
United Airls Hldgs Inc30.1K$3.36M0.1%Held
Upwork, IncUPWK168.6K$3.34M0.1%Held
Applovin CorpAPP4.9K$3.3M0.1%Held
Travelers Companies, Inc.TRV11.3K$3.28M0.1%Held
Oshkosh CorpOSK26K$3.26M0.1%Held
Qualys, Inc.QLYS24.5K$3.26M0.1%Held
ConocophillipsCOP34K$3.19M0.1%Held
Vici Pptys Inc113.2K$3.18M0.1%Held
Imperial Oil LtdIMO36.5K$3.15M0.1%Held
Toro CoTTC39.9K$3.14M0.1%Held
Anglogold Ashanti PlcAU36.6K$3.12M0.1%Held
Union Pac Corp13.5K$3.12M0.1%Held
Micron Technology IncMU10.9K$3.11M0.1%Held
Chevron Corp NewCVX20.3K$3.09M0.1%Held
Eqt CorpEQT56.8K$3.05M0.1%Held
Vanguard Mun Bd Fds60.5K$3.04M0.1%Held
Acushnet Hldgs Corp37.4K$2.99M0.1%Held
Abbott LabsABT23.7K$2.97M0.1%Held
Disney Walt Co25.8K$2.93M0.1%Held
Incyte CorpINCY29.6K$2.92M0.1%Held
Hershey CoHSY16K$2.91M0.1%Held
Moodys Corp5.57K$2.85M0.1%Held
Acadia Pharmaceuticals IncACAD105.4K$2.82M0.1%Held
Pepsico IncPEP19.6K$2.81M0.1%Held
Ross Stores, Inc.ROST15.6K$2.81M0.1%Held
Dell Technologies Inc.DELL22.3K$2.8M0.1%Held
First Ctzns Bancshares Inc D1.29K$2.78M0.1%Held
Coca Cola CoKO39.3K$2.74M0.1%Held
Williams Cos Inc45.5K$2.74M0.1%Held
Emerson Elec Co20.5K$2.72M0.1%Held
Regeneron Pharmaceuticals, Inc.REGN3.49K$2.69M0.1%Held
Roku, IncROKU24.5K$2.66M0.1%Held
Huntington Bancshares Inc148K$2.57M0.1%Held
Ovintiv Inc.OVV65.1K$2.55M0.1%Held
Eaton Corp PlcETN7.97K$2.54M0.1%Held
Eldorado Gold Corp New69.8K$2.51M0.1%Held
Verisign Inc10.2K$2.49M0.1%Held
Ametek Inc/AME12.1K$2.48M0.1%Held
Vertex Pharmaceuticals Inc5.47K$2.48M0.1%Held
Viatris IncVTRS196.1K$2.44M0.1%Held
Tesla, Inc.TSLA5.42K$2.44M0.1%Held
Merck & Co., Inc.MRK22.9K$2.41M0.1%Held
Synopsys IncSNPS5.12K$2.4M0.1%Held
Pinterest, Inc.PINS92.4K$2.39M0.1%Held
Vanguard Scottsdale Fds40.7K$2.39M0.1%Held
Moog Inc9.81K$2.39M0.1%Held
Barrick Mng Corp53.4K$2.32M0.1%Held
Chubb Limited7.39K$2.31M0.1%Held
UiPath, Inc.PATH139.4K$2.28M0.1%Held
Colgate Palmolive CoCL28.9K$2.28M0.1%Held
Pinnacle West Cap Corp25.6K$2.27M0.1%Held
Vanguard Index Fds6.67K$2.24M0.1%Held
Planet Fitness, Inc.PLNT20.5K$2.22M0.1%Held
Labcorp Holdings Inc.LH8.82K$2.21M0.1%Held
Shell Plc30.1K$2.21M0.1%Held
Delek Us Hldgs Inc New74.1K$2.2M0.1%Held
Ingredion IncINGR19.9K$2.19M0.1%Held
Automatic Data Processing In8.45K$2.17M0.1%Held
Onemain Hldgs Inc31.8K$2.15M0.1%Held
Stride, Inc.LRN32.6K$2.12M0.1%Held
Huntington Ingalls Inds Inc6.16K$2.09M0.1%Held
Packaging Corp Amer10.1K$2.08M0.1%Held
Kinsale Cap Group Inc5.32K$2.08M0.1%Held
State Str Corp15.7K$2.03M0.1%Held
Newmarket CorpNEU2.95K$2.02M0.1%Held
Ptc Therapeutics, Inc.PTCT26.6K$2.02M0.1%Held
Equifax IncEFX9.28K$2.01M0.1%Held
Allegion plcALLE12.6K$2.01M0.1%Held
SoFi Technologies, Inc.SOFI76.2K$1.99M0.1%Held
Axcelis Technologies IncACLS24.7K$1.99M0.1%Held
Norfolk Southn Corp6.85K$1.98M0.1%Held
American Tower Corp New11.2K$1.97M0.1%Held
Camping World Hldgs Inc201.6K$1.96M0.1%Held
3M COMMM12.1K$1.94M0.1%Held
Pulte Group Inc16.5K$1.94M0.1%Held
ServiceNow, Inc.NOW12.5K$1.92M0.1%Held
Tanger Inc.SKT56.9K$1.9M0.1%Held
Phillips 66PSX14.6K$1.88M0.1%Held
Bank America Corp33.8K$1.86M0.1%Held
Caseys Gen Stores Inc3.34K$1.84M0.1%Held
Intel CorpINTC50K$1.84M0.1%Held
Addus Homecare CorpADUS17.1K$1.84M0.1%Held
Entergy Corp New19.9K$1.83M0.1%Held
Vanguard Growth Etf3.76K$1.83M0.1%Held
Alnylam Pharmaceuticals, Inc.ALNY4.58K$1.82M0.1%Held
Boyd Gaming CorpBYD21.3K$1.81M0.1%Held
Constellation Brands, Inc.STZ13.1K$1.81M0.1%Held
Block H & R Inc41.3K$1.8M0.1%Held
Sap Se7.41K$1.8M0.1%Held
Ww Grainger Inc1.78K$1.8M0.1%Held
Darden Restaurants IncDRI9.46K$1.74M0.1%Held
Power Solutions Intl Inc30.3K$1.73M0.1%Held
Brixmor Ppty Group Inc65K$1.7M0.1%Held
Marriott Intl Inc New5.48K$1.7M0.1%Held
Northrop Grumman Corp2.92K$1.67M0.1%Held
Lamar Advertising Co/NewLAMR13.2K$1.67M0.1%Held
Laureate Education, Inc.LAUR49.3K$1.66M0.1%Held
Roblox CorpRBLX20.4K$1.65M0.1%Held
Cigna GroupCI5.98K$1.65M0.1%Held
Ball CorpBALL30.8K$1.63M0.1%Held
Fedex CorpFDX5.64K$1.63M0.1%Held
Seagate Technology Hldngs Pl5.89K$1.62M0.1%Held
NXP Semiconductors N.V.NXPI7.34K$1.59M0.1%Held
Brinker Intl Inc10.9K$1.57M0.0%Held
Prudential Finl Inc13.7K$1.55M0.0%Held
Elevance Health Inc Formerly4.39K$1.54M0.0%Held
Amcor Plc182.9K$1.53M0.0%Held
Palantir Technologies Inc.PLTR8.57K$1.52M0.0%Held
Texas Instrs Inc8.7K$1.51M0.0%Held
Berkshire Hathaway Inc Del2$1.51M0.0%Held
Waters Corp3.96K$1.5M0.0%Held
Altria Group, Inc.MO25.8K$1.49M0.0%Held
Silgan Hldgs Inc36.7K$1.48M0.0%Held
Bp Plc42.5K$1.47M0.0%Held
Huron Consulting Group Inc.HURN8.38K$1.45M0.0%Held
Essential Pptys Rlty Tr Inc47.6K$1.41M0.0%Held
Novo-Nordisk A S27K$1.37M0.0%Held
At&T Inc54.9K$1.36M0.0%Held
Boeing Co6.2K$1.35M0.0%Held
Boston Scientific CorpBSX14.1K$1.34M0.0%Held
AstraZeneca PLCAZN14.5K$1.34M0.0%Held
Dominion Energy, IncD22.8K$1.33M0.0%Held
Rockwell Automation, IncROK3.41K$1.33M0.0%Held
Ge Aerospace4.28K$1.32M0.0%Held
Rithm Capital Corp117.9K$1.29M0.0%Held
Exelon CorpEXC29.2K$1.27M0.0%Held
Associated Banc Corp48.7K$1.25M0.0%Held
Vanguard Wellington Fd12.3K$1.24M0.0%Held
East West Bancorp IncEWBC11K$1.24M0.0%Held
Neurocrine Biosciences IncNBIX8.69K$1.23M0.0%Held
Cme Group Inc.CME4.46K$1.22M0.0%Held
Pfizer IncPFE48.2K$1.2M0.0%Held
Portland Gen Elec Co25K$1.2M0.0%Held
Generac Hldgs Inc8.76K$1.19M0.0%Held
Amdocs LtdDOX14.8K$1.19M0.0%Held
Ishares Tr2.47K$1.17M0.0%Held
Goldman Sachs Etf Tr11.5K$1.15M0.0%Held
Honeywell Intl Inc5.84K$1.14M0.0%Held
CARRIER GLOBAL CorpCARR21.3K$1.13M0.0%Held
Texas Roadhouse, Inc.TXRH6.68K$1.11M0.0%Held
Nextpower Inc.NXT12.6K$1.1M0.0%Held
Johnson Ctls Intl Plc9.14K$1.09M0.0%Held
Crowdstrike Hldgs Inc2.32K$1.09M0.0%Held
Kimberly Clark CorpKMB10.7K$1.08M0.0%Held
Paylocity Hldg Corp7.05K$1.08M0.0%Held
Thermo Fisher Scientific Inc.TMO1.85K$1.07M0.0%Held
Energy Transfer L P64.5K$1.06M0.0%Held
Southern Co12K$1.05M0.0%Held
Paccar IncPCAR9.54K$1.04M0.0%Held
Interactive Brokers Group In15.9K$1.02M0.0%Held
Cna Finl Corp21.3K$1.02M0.0%Held
Spdr Series Trust11.1K$1.01M0.0%Held
Check Point Software Tech Lt5.43K$1.01M0.0%Held
Intuit Inc.INTU1.52K$1.01M0.0%Held
Nvent Electric PlcNVT9.76K$995.6K0.0%Held
Nucor CorpNUE6.1K$994.7K0.0%Held
Dimensional Etf Trust30.5K$993.5K0.0%Held
Republic Svcs Inc4.64K$982.9K0.0%Held
Fidelity National Financial, Inc.FNF17.9K$975.9K0.0%Held
Cognizant Technology Solutio11.7K$971.3K0.0%Held
Becton Dickinson & CoBDX4.95K$960K0.0%Held
Humana IncHUM3.74K$958.9K0.0%Held
Ishares Tr9.98K$958.5K0.0%Held
Nlight, Inc.LASR25.2K$946.2K0.0%Held
Bank Ozk Little Rock Ark20.5K$945.3K0.0%Held
Medtronic PlcMDT9.78K$939.2K0.0%Held
T-Mobile Us Inc4.61K$935.6K0.0%Held
Dollar Tree, Inc.DLTR7.52K$924.8K0.0%Held
Gilead Sciences, Inc.GILD7.45K$914.2K0.0%Held
Science Applications Intl Co8.96K$901.8K0.0%Held
Spdr Series Trust9.56K$900.6K0.0%Held
Fastenal CoFAST22.3K$896.7K0.0%Held
Suncor Energy Inc New20.2K$896.4K0.0%Held
Nexstar Media Group, Inc.NXST4.39K$891.4K0.0%Held
DONALDSON Co INCDCI9.92K$879.4K0.0%Held
Mondelez Intl Inc16.3K$878.6K0.0%Held
Global Pmts Inc11.2K$867K0.0%Held
Sprouts Fmrs Mkt Inc10.9K$865.3K0.0%Held
Salesforce, Inc.CRM3.25K$861.8K0.0%Held
Archer-Daniels-Midland CoADM14.8K$848.7K0.0%Held
Somnigroup International Inc.SGI9.44K$842.4K0.0%Held
Unifirst Corp Mass4.29K$826.5K0.0%Held
Toronto Dominion Bk Ont8.66K$815.5K0.0%Held
Ubiquiti Inc.UI1.47K$810.7K0.0%Held
Otis Worldwide CorpOTIS9.23K$805.9K0.0%Held
Artisan Partners Asset Mgmt19.8K$805.6K0.0%Held
e.l.f. Beauty, Inc.ELF10.5K$802.1K0.0%Held
Avista CorpAVA20.7K$795.9K0.0%Held
Progressive Corp3.48K$791.3K0.0%Held
Hartford Insurance Group Inc5.73K$789K0.0%Held
National Grid Plc10.2K$786.2K0.0%Held
Spdr Series Trust9.22K$780.6K0.0%Held
Cullen Frost Bankers Inc6.09K$771.7K0.0%Held
Williams Sonoma IncWSM4.25K$758.1K0.0%Held
Royal Bk Cda4.42K$754.4K0.0%Held
Timken CoTKR8.91K$749.3K0.0%Held
Deckers Outdoor CorpDECK7.2K$746.6K0.0%Held
Methanex CorpMEOH18.7K$742.6K0.0%Held
Nutrien Ltd.NTR12K$742.4K0.0%Held
Nextera Energy Inc9.21K$739.7K0.0%Held
Henry Jack & Assoc Inc4.05K$738.5K0.0%Held
OUTFRONT Media Inc.OUT30.5K$735.4K0.0%Held
Adam Nat Res Fd Inc33.8K$734.1K0.0%Held
Copa Holdings Sa6.03K$727.5K0.0%Held
Dimensional Etf Trust21.8K$722.2K0.0%Held
Manulife Finl Corp19.9K$720.8K0.0%Held
Comcast Corp New23.9K$713.4K0.0%Held
B2gold CorpBTG152.9K$689.5K0.0%Held
AecomACM7.23K$689K0.0%Held
M & T Bk Corp3.42K$688.4K0.0%Held
Rollins IncROL11.3K$680.7K0.0%Held
Quest Diagnostics IncDGX3.87K$672.2K0.0%Held
Datadog, Inc.DDOG4.93K$671K0.0%Held
Topbuild Corp1.59K$664.2K0.0%Held
Carpenter Technology CorpCRS2.1K$660.8K0.0%Held
Federal Signal Corp6.07K$659.6K0.0%Held
Acuity Inc1.82K$655.3K0.0%Held
Transdigm Group IncTDG492$654.3K0.0%Held
Spdr Series Trust7.15K$653.5K0.0%Held
Smurfit Westrock PlcSW16.8K$649.6K0.0%Held
Grand Canyon Ed Inc3.87K$644.1K0.0%Held
Select Sector Spdr Tr4.42K$636K0.0%Held
Steel Dynamics IncSTLD3.73K$631.2K0.0%Held
SharkNinja, Inc.SN5.59K$626.1K0.0%Held
Advanced Energy Inds2.98K$622.9K0.0%Held
NIKE, Inc.NKE9.72K$619K0.0%Held
Vanguard World Fd821$618.9K0.0%Held
Price T Rowe Group IncTROW6K$614.8K0.0%Held
Ishares Tr11.1K$606.5K0.0%Held
Dynatrace, Inc.DT14K$605.5K0.0%Held
Vanguard Bd Index Fds7.66K$603.8K0.0%Held
Okta, Inc.OKTA6.97K$602.9K0.0%Held
Atmus Filtration Technologie11.5K$598.8K0.0%Held
Clear Secure, Inc.YOU17K$597.9K0.0%Held
Middleby CorpMIDD3.97K$590.4K0.0%Held
Greif Inc8.65K$585.4K0.0%Held
Rpm Intl Inc5.61K$583.8K0.0%Held
Vanguard Bd Index Fds7.88K$583.5K0.0%Held
S&P Global Inc.SPGI1.11K$577.9K0.0%Held
Itt Inc.ITT3.31K$575K0.0%Held
Travel Plus Leisure Co8.13K$573.3K0.0%Held
Cincinnati Finl Corp3.47K$566.4K0.0%Held
Vanguard Tax-Managed Fds9.03K$564K0.0%Held
Eastman Chem Co8.84K$564K0.0%Held
Scotts Miracle-Gro CoSMG9.59K$559.6K0.0%Held
Ishares Tr4.47K$550.5K0.0%Held
Abm Inds Inc12.7K$536.3K0.0%Held
Enterprise Prods Partners L16.5K$528K0.0%Held
Post Hldgs Inc5.29K$523.6K0.0%Held
Akamai Technologies IncAKAM6K$523.2K0.0%Held
Mccormick & Co Inc7.54K$513.1K0.0%Held
Vanguard Index Fds2.69K$513K0.0%Held
Gatx CorpGATX3K$509.1K0.0%Held
Genuine Parts CoGPC4.1K$503.9K0.0%Held
Willis Towers Watson PlcWTW1.53K$503.1K0.0%Held
Paychex IncPAYX4.48K$503K0.0%Held
Delta Air Lines Inc DelDAL7.21K$500.5K0.0%Held
Air Prods & Chems Inc2.01K$497.2K0.0%Held
Smucker J M Co5.07K$495.4K0.0%Held
Stryker CorpSYK1.39K$488.9K0.0%Held
Urban Outfitters IncURBN6.45K$485.1K0.0%Held
Asml Holding N V450$481.4K0.0%Held
Masco Corp7.53K$477.8K0.0%Held
Dominos Pizza IncDPZ1.15K$477.3K0.0%Held
Tg Therapeutics, Inc.TGTX16K$476.7K0.0%Held
Linde PlcLIN1.11K$472.9K0.0%Held
Taiwan Semiconductor Mfg Ltd1.54K$468.3K0.0%Held
Direxion Shs Etf Tr11.1K$467.4K0.0%Held
Spdr Gold Tr1.18K$466.1K0.0%Held
Spdr Index Shs Fds10.5K$465.6K0.0%Held
TKO Group Holdings, Inc.TKO2.19K$456.7K0.0%Held
Adobe Inc.ADBE1.28K$447.7K0.0%Held
Prestige Consmr Healthcare I7.25K$446.9K0.0%Held
Vanguard Index Fds2.1K$444.5K0.0%Held
Clorox Co Del4.39K$442.5K0.0%Held
Fidelity Comwlth Tr4.82K$440.5K0.0%Held
Arch Cap Group Ltd4.54K$435.8K0.0%Held
Badger Meter IncBMI2.5K$435.2K0.0%Held
Corpay, Inc.CPAY1.45K$435.1K0.0%Held
Southwest Airls Co10.5K$433.8K0.0%Held
Standex Intl Corp1.98K$430.4K0.0%Held
Kontoor Brands, Inc.KTB7.01K$428.1K0.0%Held
Vanguard Specialized Funds1.95K$427.5K0.0%Held
Direxion Shs Etf Tr6.67K$426K0.0%Held
Frontdoor, Inc.FTDR7.34K$423.6K0.0%Held
Arrow Electrs Inc3.82K$420.9K0.0%Held
Ishares Tr4.37K$420.3K0.0%Held
Dorman Prods Inc3.4K$419.5K0.0%Held
PENTAIR plcPNR4K$416.4K0.0%Held
Ishares Tr4.65K$416.3K0.0%Held
Northwest Bancshares Inc MdNWBI34.6K$414.8K0.0%Held
Fidelity Natl Information Sv6.2K$412.3K0.0%Held
GRAIL, Inc.GRAL4.81K$411.5K0.0%Held
Cbre Group, Inc.CBRE2.54K$408.4K0.0%Held
First Financial Corporation6.73K$406.6K0.0%Held
GE Vernova Inc.GEV622$406.5K0.0%Held
Direxion Shs Etf Tr3.43K$402.9K0.0%Held
Medpace Hldgs Inc714$401K0.0%Held
Ge Healthcare Technologies I4.87K$399.7K0.0%Held
Waste Mgmt Inc Del1.82K$399K0.0%Held
Vanguard World Fd1.01K$398.6K0.0%Held
Philip Morris Intl Inc2.48K$397K0.0%Held
Supernus Pharmaceuticals, Inc.SUPN7.97K$396.2K0.0%Held
Baker Hughes Company8.55K$389.5K0.0%Held
Vanguard Instl Index Fd5.13K$386.8K0.0%Held
Dimensional Etf Trust10.1K$385.6K0.0%Held
Ziff Davis, Inc.ZD10.9K$384.8K0.0%Held
Fiserv IncFISV5.72K$384.3K0.0%Held
Nbt Bancorp IncNBTB9.24K$383.7K0.0%Held
Brady CorpBRC4.89K$383.4K0.0%Held
Ppg Inds Inc3.72K$381.5K0.0%Held
Dimensional Etf Trust5.12K$379.5K0.0%Held
CuriosityStream Inc.CURI99.5K$378.1K0.0%Held
Schwab Strategic Tr11.5K$374.1K0.0%Held
Centene Corp Del9.05K$372.5K0.0%Held
Coterra Energy Inc14K$369.2K0.0%Held
Greif Inc4.93K$368.6K0.0%Held
Ishares Tr3.69K$368.2K0.0%Held
Gallagher Arthur J & Co1.42K$367.5K0.0%Held
Spire Inc4.44K$367K0.0%Held
Chipotle Mexican Grill IncCMG9.89K$365.9K0.0%Held
Meritage Homes CorpMTH5.54K$364.9K0.0%Held
Ryder Sys Inc1.9K$363.6K0.0%Held
Wintrust Finl Corp2.58K$361.3K0.0%Held
Mccormick & Co Inc5.28K$359.5K0.0%Held
Vaneck Etf Trust996$358.7K0.0%Held
Eog Res Inc3.42K$358.6K0.0%Held
Leidos Holdings, Inc.LDOS1.96K$353.2K0.0%Held
Invesco Exchange Traded Fd T1.83K$351.3K0.0%Held
WEX Inc.WEX2.34K$349.2K0.0%Held
American Airls Group IncAAL22.6K$347.1K0.0%Held
American Express CoAXP934$345.5K0.0%Held
Cintas CorpCTAS1.82K$341.7K0.0%Held
BorgWarner IncBWA7.37K$332.1K0.0%Held
Ishares Tr10.7K$331.3K0.0%Held
Box Inc10.8K$324.1K0.0%Held
Buckle IncBKE6.04K$322.7K0.0%Held
Zscaler, Inc.ZS1.43K$322.3K0.0%Held
Protagonist Therapeutics, IncPTGX3.68K$321.4K0.0%Held
Crh Plc2.57K$320.9K0.0%Held
International Paper Co8.08K$318.2K0.0%Held
Oneok Inc /New/OKE4.32K$317.1K0.0%Held
Assurant Inc1.28K$309.5K0.0%Held
Dropbox, Inc.DBX11K$307.1K0.0%Held
Intuitive Surgical IncISRG542$307K0.0%Held
Keysight Technologies, Inc.KEYS1.48K$301.5K0.0%Held
Spdr S&P Midcap 400 Etf Tr497$299.8K0.0%Held
Green Brick Partners Inc4.79K$299.8K0.0%Held
Target CorpTGT3.05K$298K0.0%Held
Vanguard Star Fds3.94K$296.9K0.0%Held
Hanover Ins Group Inc1.62K$296.8K0.0%Held
Ishares Tr1.2K$296.4K0.0%Held
Starbucks CorpSBUX3.5K$294.6K0.0%Held
Duke Energy Corp New2.51K$294.5K0.0%Held
Azz IncAZZ2.74K$293.7K0.0%Held
Wp Carey Inc4.51K$290.2K0.0%Held
Ford Mtr Co22.1K$289.9K0.0%Held
Ishares Bitcoin Trust EtfIBIT5.83K$289.7K0.0%Held
Spdr Series Trust3.08K$284.6K0.0%Held
Nvr IncNVR39$284.4K0.0%Held
FirstCash Holdings, Inc.FCFS1.78K$283.2K0.0%Held
Cavco Inds Inc Del475$280.6K0.0%Held
Whirlpool Corp3.85K$278.1K0.0%Held
Watsco Inc817$275.3K0.0%Held
Janus Detroit Str Tr5.43K$274.6K0.0%Held
Corteva, Inc.CTVA4.09K$274K0.0%Held
Totalenergies SeTTE4.15K$271.6K0.0%Held
Louisiana Pac Corp3.35K$270.9K0.0%Held
Nova Ltd.NVMI822$269.9K0.0%Held
Spdr Series Trust9.32K$268.7K0.0%Held
Appfolio IncAPPF1.15K$266.6K0.0%Held
Lincoln Natl Corp Ind5.94K$264.4K0.0%Held
Restaurant Brands Intl Inc3.86K$263.4K0.0%Held
Principal Financial Group In2.96K$261.3K0.0%Held
Celestica IncCLS882$260.7K0.0%Held
Atmos Energy CorpATO1.55K$259.8K0.0%Held
Agilent Technologies, Inc.A1.89K$257K0.0%Held
Fox Corp3.5K$256K0.0%Held
Cno Finl Group Inc5.93K$251.8K0.0%Held
Western Digital CorpWDC1.46K$251K0.0%Held
Guidewire Software, Inc.GWRE1.24K$249.5K0.0%Held
Ishares Tr3.77K$248.6K0.0%Held
Verisk Analytics, Inc.VRSK1.1K$245.6K0.0%Held
Pinnacle Finl Partners Inc2.55K$243.4K0.0%Held
Ingevity CorpNGVT4.07K$241.1K0.0%Held
Invesco Exchange Traded Fd T5.17K$241.1K0.0%Held
Blackstone Inc.BX1.56K$240.3K0.0%Held
Life Time Group Holdings, Inc.LTH8.99K$239K0.0%Held
Take-Two Interactive Softwar931$238.4K0.0%Held
Antero Midstream CorpAM13.2K$234.8K0.0%Held
Ishares Tr1.66K$234.6K0.0%Held
Warner Bros. Discovery, Inc.WBD8K$230.6K0.0%Held
Nutanix, Inc.NTNX4.41K$227.9K0.0%Held
Factset Resh Sys Inc776$225.2K0.0%Held
Avery Dennison CorpAVY1.24K$224.8K0.0%Held
Hasbro, Inc.HAS2.73K$224.3K0.0%Held
Tyler Technologies IncTYL492$223.3K0.0%Held
Lincoln Elec Hldgs Inc931$223.1K0.0%Held
Itron, Inc.ITRI2.4K$222.8K0.0%Held
Cheniere Energy, Inc.LNG1.14K$222K0.0%Held
Spdr Dow Jones Indl Average458$220.1K0.0%Held
Terex Corp New4.12K$220K0.0%Held
Ea Series Trust4.28K$219.3K0.0%Held
Ishares Tr566$219K0.0%Held
Enbridge Inc4.5K$215.3K0.0%Held
Vanguard Index Fds737$213.9K0.0%Held
Procore Technologies, Inc.PCOR2.93K$213.3K0.0%Held
Roper Technologies IncROP479$213.2K0.0%Held
Old Dominion Freight Line In1.36K$212.8K0.0%Held
Spdr Index Shs Fds4.53K$212.1K0.0%Held
Ishares Tr1.52K$208.8K0.0%Held
Stanley Black & Decker, Inc.SWK2.78K$206.6K0.0%Held
Rio Tinto Plc2.58K$206.5K0.0%Held
Ishares Tr1.38K$204.4K0.0%Held
Flowers Foods IncFLO18.8K$204.1K0.0%Held
Owens Corning New1.82K$203.3K0.0%Held
Mks IncMKSI1.27K$202.9K0.0%Held
Vanguard World Fd672$200.5K0.0%Held
Hp IncHPQ8.98K$200.1K0.0%Held
North Amern Constr Group Ltd13.5K$194K0.0%Held
Hawaiian Elec Industries15.6K$192.2K0.0%Held
Oxford Lane Cap Corp12.7K$185.2K0.0%Held
Blue Owl Capital Corporation12.2K$152K0.0%Held
Nuveen Pfd & Income Opportun18.3K$148.3K0.0%Held
Pimco Dynamic Income Oprnts10.6K$146.7K0.0%Held
Genworth Finl Inc16K$144.5K0.0%Held
Cohen & Steers Quality Incom11.1K$126.3K0.0%Held
CorMedix Inc.CRMD10K$116.3K0.0%Held
Western Un Co11.2K$104.2K0.0%Held
Marine Prods Corp11.6K$101.6K0.0%Held
Cbre Gbl Real Estate Inc Fd17.6K$77.3K0.0%Held
Standard Lithium Ltd.SLI10K$44.7K0.0%Held
I-80 Gold Corp28K$40.9K0.0%Held

Positions as of Q4 2025. 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.