13F

Investor

High Note Wealth, LLC

CIK 0001807283 · filed 2026-05-11 · SEC filing

13F book

$508.8M

Positions

937

101 new · 75 sold

Largest name

10.6%

Ishares Tr

Est. mark

−$14.3M

Price effect on 833 names still held. Flow $12.4M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr82.6K$54M10.6%−$2.59MAdded−$1.98M
Ishares Tr314.5K$30.1M5.9%$166.7KCut$11.2K
Schwab Strategic Tr903.9K$28M5.5%$799.4KAdded$974.7K
Select Sector Spdr Tr184.6K$24.5M4.8%−$2.04MCut−$2.29M
Dbx Etf Tr433K$21.4M4.2%$547.4KAdded$976.3K
Spdr Series Trust210.1K$19.3M3.8%$47.9KAdded$2.44M
Apple Inc.AAPL75.2K$19.1M3.8%−$1.36MAdded−$1.36M
Alphabet Inc50.9K$14.6M2.9%−$1.29MAdded−$1.29M
Ishares Tr130.8K$13M2.6%−$75.1KAdded$681.5K
Ea Series Trust235.8K$12.9M2.5%$765.9KAdded$1.27M
Vanguard Index Fds47.7K$12.5M2.5%$189.5KCut$176.6K
Ishares Tr129.7K$11.2M2.2%−$56.9KAdded$705.7K
Ishares Tr103K$9.83M1.9%−$74.2KCut−$170K
Palantir Technologies Inc.PLTR67.2K$9.83M1.9%−$2.11MAdded−$2.08M
Amazon Com IncAMZN45.3K$9.42M1.9%−$1.02MCut−$1.05M
Select Sector Spdr Tr62.6K$9.17M1.8%−$512.4KCut−$687.7K
Jpmorgan Chase & Co.28.9K$8.49M1.7%−$809.8KCut−$821.4K
Berkshire Hathaway Inc Del17.6K$8.43M1.7%−$410.4KAdded−$363.4K
Microsoft CorpMSFT22.3K$8.26M1.6%−$2.5MAdded−$2.42M
Walmart Inc.WMT65.1K$8.09M1.6%$836.2KAdded$852.3K
Ishares Inc98.8K$7.77M1.5%$576.1KAdded$771.4K
Autozone IncAZO2.08K$7.02M1.4%−$28.5KCut−$42.1K
Nvidia CorpNVDA38.8K$6.77M1.3%−$469.7KCut−$493.4K
Select Sector Spdr Tr51.9K$5.75M1.1%−$355.9KCut−$419.3K
Wisdomtree Tr131.3K$5.71M1.1%$61.8KAdded$174.3K
Invesco Qqq Tr9.6K$5.54M1.1%−$356.3KCut−$392.6K
RTX CorpRTX27.2K$5.25M1.0%$256.9KAdded$291.2K
Invesco Exch Traded Fd Tr Ii21K$4.98M1.0%−$318.7KAdded−$284.9K
Select Sector Spdr Tr80K$4.9M1.0%$1.32MCut$1.27M
Vanguard Tax-Managed Fds71.2K$4.56M0.9%$89.4KAdded$1.1M
Ishares Inc94.6K$4.3M0.8%$123KCut$107.8K
Ishares Tr186.4K$4.28M0.8%−$23.5KAdded$103.3K
Select Sector Spdr Tr26.2K$4.24M0.8%$173.2KCut$71.1K
Vaneck Etf Trust149.4K$3.81M0.7%−$16Cut−$24.5K
Broadcom Inc.AVGO12.1K$3.75M0.7%−$437.8KAdded−$390.1K
Ishares Tr143.2K$3.71M0.7%$53KCut$48.9K
Ishares Tr99.4K$3.57M0.7%−$234.9KAdded−$193.9K
Uber Technologies, IncUBER44.9K$3.23M0.6%−$438.9KCut−$475K
Meta Platforms, Inc.META5.21K$2.98M0.6%−$453.7KAdded−$421.1K
Eli Lilly & CoLLY3.18K$2.92M0.6%−$491.6KAdded−$488.8K
General Dynamics CorpGD8.49K$2.91M0.6%$54.1KAdded$123.1K
Lockheed Martin CorpLMT4.62K$2.79M0.5%$551.5KAdded$582.3K
Ishares Bitcoin Trust EtfIBIT71.5K$2.75M0.5%−$802.8KCut−$885.1K
Spdr Gold Tr6.24K$2.68M0.5%$211.8KAdded$213.1K
Crowdstrike Hldgs Inc6.86K$2.68M0.5%−$528.8KAdded−$484.7K
Select Sector Spdr Tr47.6K$2.35M0.5%−$257KCut−$295.1K
Netflix IncNFLX24.2K$2.33M0.5%$57.5KAdded$72.1K
Exxon Mobil Corp13.3K$2.26M0.4%$598.1KAdded$804.1K
Cisco Sys Inc28K$2.18M0.4%$15.7KCut−$86.8K
Select Sector Spdr Tr41K$2.05M0.4%$189.2KCut$142.8K
Ebay IncEBAY21.8K$1.99M0.4%$85.6KCut$83.5K
AbbVie Inc.ABBV7.92K$1.72M0.3%−$86.9KCut−$176.2K
Vanguard Admiral Fds Inc3.79K$1.54M0.3%−$139.7KHeld
Ishares Tr61.5K$1.49M0.3%$190Added$1.03M
Ishares Tr60.6K$1.47M0.3%−$694Added$1.05M
Ishares Tr56K$1.42M0.3%−$1.83KAdded$1.04M
Unitedhealth Group IncUNH5.22K$1.41M0.3%−$287.4KAdded−$180.2K
Ishares Tr51.5K$1.34M0.3%$16.3KCut$12.2K
Schwab Us Tips Etf50K$1.33M0.3%$5.99KCut$5.2K
Vanguard Index Fds4.3K$1.24M0.2%−$13KAdded−$5.83K
Select Sector Spdr Tr14.7K$1.2M0.2%$63.1KCut$9.92K
Ishares Tr50K$1.16M0.2%−$648Added$1.06M
Johnson & JohnsonJNJ4.7K$1.15M0.2%$123.3KAdded$468.7K
Ishares Tr49.2K$1.13M0.2%$1.85KAdded$66.8K
Ishares Tr16.3K$1.1M0.2%$24.7KAdded$33.3K
Cigna GroupCI3.93K$1.05M0.2%−$33.3KCut−$116.7K
Alphabet Inc3.36K$963.6K0.2%−$90.5KCut−$141.6K
Ecolab Inc.ECL3.51K$932.9K0.2%$12.1KAdded$27.2K
Spdr S&P 500 Etf Tr1.39K$900.8K0.2%−$43.7KHeld
Travelers Companies, Inc.TRV2.9K$844.4K0.2%$4.69KCut$2.66K
Vanguard World Fd1.1K$764.7K0.1%−$58.2KAdded−$18.5K
Boston Scientific CorpBSX12.1K$761.1K0.1%−$394.9KAdded−$394K
Booking Holdings Inc.BKNG180$757.9K0.1%−$206.1KCut−$211.5K
Spdr Series Trust9.41K$720.6K0.1%−$33.9KAdded−$17.8K
Nushares Etf Tr15.9K$654.5K0.1%−$106.2KCut−$123.6K
Union Pac Corp2.61K$633K0.1%$29.2KAdded$36K
Chevron Corp NewCVX3.02K$624.4K0.1%$27.9KAdded$546.4K
Ishares Tr26.3K$582.4K0.1%−$2.04KAdded$343.3K
Oracle Corp3.96K$582.3K0.1%−$189.2KCut−$1.22M
Starbucks CorpSBUX6.19K$554.8K0.1%$33.3KCut−$18K
Costco Whsl Corp New530$528.1K0.1%$65.3KAdded$108.1K
Tesla, Inc.TSLA1.41K$522.3K0.1%−$107.8KAdded−$99.2K
Ishares Tr21.3K$500.5K0.1%−$1.24KAdded$357.5K
Invesco Exchange Traded Fd T4.33K$465.5K0.1%−$27KCut−$58.5K
Ishares Tr4.21K$464.4K0.1%$1.01KCut−$3.95K
Vanguard Index Fds748$447K0.1%−$19.2KAdded$39.3K
PENTAIR plcPNR4.88K$425.5K0.1%−$83.2KHeld
Ishares Tr18.2K$423.4K0.1%−$949Added$358.8K
Ishares Tr1.17K$370.9K0.1%−$29KHeld
Ishares Tr16.2K$363.5K0.1%−$532Added$64.2K
Williams Sonoma IncWSM1.87K$341.1K0.1%$7KHeld
Ishares Tr15K$333.4K0.1%−$989Added$63.6K
Spdr Dow Jones Indl Average715$331.2K0.1%−$12.4KHeld
Clearfield, Inc.CLFD12.4K$327.6K0.1%−$33.2KHeld
Mcdonalds CorpMCD1.01K$313.1K0.1%$5.08KAdded$12.5K
Salesforce, Inc.CRM1.6K$298.5K0.1%−$120.1KAdded−$108.2K
Umb Finl Corp2.62K$295.8K0.1%−$5.9KHeld
Sap Se1.69K$288.8K0.1%−$121KHeld
Integer Hldgs Corp3.23K$284.6K0.1%$30.7KAdded$32.9K
Medtronic PlcMDT3.27K$283.8K0.1%−$30.8KCut−$34.1K
Glaukos CorpGKOS2.56K$275.3K0.1%−$13.4KHeld
Home Depot, Inc.HD801$263.4K0.1%−$12.2KCut−$28.4K
Disney Walt Co2.45K$236K0.0%−$41.9KAdded−$37.8K
Ishares Tr1.74K$216.3K0.0%$7.02KAdded$12K
3M COMMM1.48K$214.7K0.0%−$22KCut−$24.4K
Schwab Strategic Tr7.55K$210.3K0.0%$4.83KHeld
Xcel Energy Inc2.63K$208.7K0.0%$14.6KAdded$15.1K
Mastercard IncMA397$198.4K0.0%−$28.3KCut−$31.1K
Vanguard Growth Etf444$193.9K0.0%−$22.4KAdded−$20.2K
Pfizer IncPFE6.84K$192.2K0.0%$20.7KAdded$29.7K
Us Bancorp Del3.53K$183.7K0.0%−$4.77KCut−$50K
Amgen IncAMGN519$182.6K0.0%$12.5KAdded$16.3K
Aon plcAON559$180.4K0.0%−$16.3KAdded−$11.2K
Ishares Tr727$180.3K0.0%$1.34KHeld
Honeywell Intl Inc772$174.5K0.0%$23.1KAdded$28.8K
Lowes Cos Inc731$172.7K0.0%−$3.56KAdded−$3.08K
Best Buy Co IncBBY2.69K$172.4K0.0%−$7.33KCut−$7.46K
International Business Machs701$169.9K0.0%−$37.7KCut−$59.4K
Visa Inc.V539$162.9K0.0%−$24.1KAdded−$11.4K
Waste Mgmt Inc Del668$153.5K0.0%$6.55KAdded$10.7K
Applied Matls Inc449$153.5K0.0%$35.9KAdded$44.8K
Select Sector Spdr Tr3.31K$152K0.0%$10.6KCut$9.32K
Ishares Tr1.89K$150.9K0.0%−$48.3KHeld
Goldman Sachs Group Inc176$148.9K0.0%−$5.41KAdded$4.74K
Novartis Ag974$148.8K0.0%$14.5KHeld
Caterpillar IncCAT209$148.1K0.0%$27KAdded$34.1K
F5, Inc.FFIV504$145.8K0.0%$17.2KHeld
Ishares Tr992$144.6K0.0%$4.65KHeld
Procter And Gamble CoPG991$143.1K0.0%$1.07KAdded$7.42K
Ishares Tr1.09K$131.9K0.0%−$6.21KHeld
Target CorpTGT1.06K$128K0.0%$24.3KAdded$26.5K
Ishares Tr1.31K$127.2K0.0%$1.26KHeld
Paypal Hldgs Inc2.81K$127.1K0.0%−$37KCut−$38.2K
NIKE, Inc.NKE2.4K$126.9K0.0%−$26.2KCut−$213.6K
Ishares Tr5.74K$125.5K0.0%−$285Added$64.2K
General Mls IncGIS3.25K$120.9K0.0%−$30.1KCut−$30.6K
Analog Devices IncADI376$119.6K0.0%$15.9KAdded$27.7K
Mckesson CorpMCK138$119.4K0.0%$6.17KAdded$7.04K
Ishares Tr275$117.3K0.0%−$12.9KHeld
Tjx Cos Inc New723$115.5K0.0%$4.05KAdded$13.3K
Ishares Tr851$112.8K0.0%$775Held
Schwab Strategic Tr4.54K$110.2K0.0%−$439Added$3.23K
American Express CoAXP364$110.1K0.0%−$24.6KCut−$31.2K
Delta Air Lines Inc DelDAL1.64K$109.1K0.0%−$4.73KAdded−$3.34K
Texas Instrs Inc549$106.6K0.0%$9.38KAdded$27.8K
Corning Inc767$104.3K0.0%$36.1KAdded$39.1K
United Rentals, Inc.URI143$104.2K0.0%−$11.1KAdded−$7.5K
Ishares Tr4.74K$103.8K0.0%−$203Added$78.8K
Bristol-Myers Squibb Co1.64K$99.5K0.0%$10.4KAdded$15.7K
Alps Etf Tr1.76K$98K0.0%−$3.57KHeld
Ishares Tr1.3K$96.8K0.0%$3.83KHeld
Microchip Technology Inc.1.49K$96.5K0.0%$1.33KCut$501
Intel CorpINTC2.18K$96.1K0.0%$14.5KAdded$22.3K
Vanguard Wellington Fd477$94K0.0%$2.79KHeld
Fidelity Covington Trust450$93.6K0.0%−$7.48KHeld
Ishares Tr1.71K$89.7K0.0%−$546Held
Schwab Strategic Tr1.82K$89.2K0.0%$6.78KHeld
Ishares Tr579$87.7K0.0%$5.95KHeld
Ishares Tr1.8K$86.4K0.0%$90Held
Nvent Electric PlcNVT720$85.2K0.0%$11.7KHeld
Schwab Strategic Tr3.31K$84.9K0.0%−$4.21KHeld
Blackstone Inc.BX736$84.6K0.0%−$24.9KAdded−$13.2K
BlackRock, Inc.BLK88$84.6K0.0%−$9.56KCut−$13.8K
Accenture Plc Ireland426$84.5K0.0%−$29.8KCut−$32.5K
Vanguard Intl Equity Index F1.53K$82.9K0.0%$445Held
Pacer Fds Tr1.32K$82.4K0.0%$3.15KHeld
Digital Rlty Tr Inc437$78.8K0.0%$11.1KCut−$7.42K
J P Morgan Exchange Traded F1.67K$76.9K0.0%−$367Held
Spdr Series Trust595$76K0.0%$3.45KHeld
Tidewater Inc New900$75.2K0.0%$29.7KHeld
Progressive Corp376$74.5K0.0%−$10.7KAdded−$7.9K
Wells Fargo Co New923$73.5K0.0%−$12.5KCut−$21.7K
Hershey CoHSY353$73.4K0.0%$9.09KAdded$9.51K
Northrop Grumman Corp107$73K0.0%$11.7KAdded$13.7K
Ishares Tr1.13K$72K0.0%−$4.65KHeld
Ameriprise Finl Inc162$72K0.0%−$7.12KAdded−$4.01K
Ishares Tr791$71.6K0.0%New
Williams Cos Inc983$71.5K0.0%$5.73KAdded$44.4K
Ishares Tr901$70.6K0.0%$792Held
Advanced Micro Devices IncAMD347$70.6K0.0%−$3.72KCut−$5.01K
Taiwan Semiconductor Mfg Ltd198$66.9K0.0%$6.74KHeld
Boeing Co334$66.5K0.0%−$5.41KAdded$1.56K
Cummins IncCMI122$65.6K0.0%$3.31KAdded$4.38K
Bank America Corp1.3K$63.3K0.0%−$8.1KAdded−$8K
Pepsico IncPEP407$63.2K0.0%$4.56KAdded$7.66K
Deere & CoDE111$62.5K0.0%$10.1KAdded$14.6K
Otter Tail CorpOTTR677$59.4K0.0%$4.71KHeld
Coca Cola CoKO736$56K0.0%$4.52KCut−$1.43K
Adobe Inc.ADBE224$54.5K0.0%−$23KAdded−$20.8K
Bunge Global SaBG416$52.9K0.0%$15.9KHeld
Danaher Corporation268$50.8K0.0%−$10.5KCut−$16K
Kenvue Inc.KVUE2.86K$49.3K0.0%−$28Added$679
Ishares Tr1.88K$49.2K0.0%−$366Added$24.2K
Kroger CoKR674$48.8K0.0%$6.43KAdded$8.1K
Star Group, L.P.SGU3.85K$47.2K0.0%$1.69KHeld
Astrazeneca Plc OrdAZN239$47.1K0.0%New
Pnc Finl Svcs Group Inc223$46.4K0.0%−$126Added$5.28K
Ishares Tr452$45.5K0.0%$1.69KHeld
Stryker CorpSYK138$45.3K0.0%−$3.04KAdded−$1.4K
Merck & Co., Inc.MRK374$45K0.0%$4.42KAdded$14K
Southern Co464$44.8K0.0%$3.66KAdded$10.5K
Fidelity Greenwood Street Tr1.49K$44K0.0%−$2.23KHeld
Linde PlcLIN88$43.6K0.0%$5.06KAdded$12.5K
Mastec IncMTZ135$43.4K0.0%$14.1KHeld
Ishares Tr257$43.4K0.0%$19Added$2.89K
Comcast Corp New1.48K$42.5K0.0%−$1.4KAdded$7.13K
Vertex Pharmaceuticals Inc93$41.5K0.0%−$580Added$2.99K
Columbus Mckinnon Corp N Y2.82K$41K0.0%−$7.67KHeld
American Elec Pwr Co Inc312$40.9K0.0%$4.64KAdded$7K
L3harris Technologies Inc118$40.8K0.0%$5.63KAdded$8.74K
Ishares Tr283$40.3K0.0%−$1.77KHeld
J P Morgan Exchange Traded F622$39.8K0.0%−$1.57KHeld
GE Vernova Inc.GEV45$39.3K0.0%$6.36KAdded$20.3K
Ishares Inc551$38.4K0.0%New
Nextera Energy Inc400$37.2K0.0%$4.64KAdded$7.61K
Coca-Cola Europacific Partne406$36.8K0.0%−$12Held
Lam Research CorpLRCX172$36.8K0.0%$5.95KAdded$12.8K
Prologis Inc.275$36.4K0.0%$1.13KAdded$4.56K
Kimberly Clark CorpKMB375$36.2K0.0%−$1.55KAdded$864
Intuitive Surgical IncISRG78$36K0.0%−$7.27KAdded−$3.12K
Micron Technology IncMU103$34.8K0.0%$4.51KAdded$10.3K
Invesco Exchange Traded Fd T456$34.7K0.0%$1.83KHeld
Schwab Strategic Tr1.07K$34.6K0.0%$982Held
Citigroup Inc304$34.5K0.0%−$885Added$2.97K
Schwab Strategic Tr1.35K$33.4K0.0%$957Held
First Tr Exchange-Traded Fd830$32.7K0.0%$921Held
Palo Alto Networks IncPANW203$32.5K0.0%−$4.18KAdded$310
Diageo Plc437$32.5K0.0%−$5.17KHeld
Morgan Stanley194$31.9K0.0%−$2.42KAdded−$1.27K
General Mtrs Co428$31.9K0.0%−$2.74KAdded−$805
Jefferies Finl Group Inc770$31.8K0.0%−$15.9KHeld
Constellation Energy CorpCEG111$31K0.0%−$8.22KCut−$8.57K
Patrick Inds Inc278$30.9K0.0%$733Held
Vanguard Scottsdale Fds372$30.8K0.0%New
Vanguard Scottsdale Fds555$30.7K0.0%−$247Held
Ishares Tr1.51K$29.7K0.0%New
Post Hldgs Inc298$29.5K0.0%−$57Cut−$4.02K
Cognizant Technology Solutio480$29.4K0.0%−$10.4KCut−$11.1K
Mondelez Intl Inc500$28.8K0.0%$1.73KAdded$4.38K
Abbott LabsABT277$28.4K0.0%−$6.02KAdded−$4.89K
Definium TherapeDFTX1.5K$28.4K0.0%New
ServiceNow, Inc.NOW270$28.2K0.0%−$10.6KAdded−$5.17K
Welltower Inc.WELL141$27.9K0.0%$1.62KAdded$3K
Intuit Inc.INTU64$27.7K0.0%−$12.2KAdded−$7.44K
ConocophillipsCOP206$27.2K0.0%$4.91KAdded$15.2K
Automatic Data Processing In132$26.8K0.0%−$5.78KAdded−$704
Verizon Communications IncVZ527$26.5K0.0%$3.99KAdded$9.31K
Api Group CorpAPG628$25.4K0.0%$1.42KHeld
Invesco Tr Invt Grade Muns2.58K$25.4K0.0%−$1.29KCut−$1.63K
Alliant Energy CorpLNT352$25.3K0.0%$2.38KHeld
Lear CorpLEA208$25.2K0.0%$1.35KCut$1.12K
Baker Hughes Company409$25K0.0%$3.18KAdded$15.6K
Equifax IncEFX137$24.7K0.0%−$5.06KCut−$6.79K
Kinder Morgan Inc Del730$24.5K0.0%$4.41KCut$478
Cadence Design System Inc88$24.5K0.0%−$3.05KCut−$21.2K
Sps Comm Inc229$24.5K0.0%−$397Cut−$54.2K
American Tower Corp New139$24K0.0%−$416Cut−$2.7K
Blackrock Muniyild Qult Fd I2.18K$23.9K0.0%New
Aptiv PlcAPTV341$23.7K0.0%−$2.25KAdded−$2.12K
Solventum CorpSOLV362$23.6K0.0%−$5.05KHeld
Ishares Tr505$23.4K0.0%−$478Cut−$714
Energy Transfer L P1.2K$23.2K0.0%$3.37KCut−$13.1K
T-Mobile Us Inc107$22.5K0.0%$741Added$951
Sony Group Corp1.08K$22.3K0.0%−$5.29KHeld
Huntington Bancshares Inc1.42K$22.3K0.0%−$1.93KAdded$2.59K
Kla CorpKLAC15$22.1K0.0%$3.09KAdded$7.5K
Sempra221$21.5K0.0%$1.96KCut−$1.04K
Ishares Tr255$21.3K0.0%$278Held
Talos Energy Inc.TALO1.35K$21.3K0.0%$6.39KHeld
Duke Energy Corp New161$21.1K0.0%$1.89KAdded$4.91K
Autodesk, Inc.ADSK88$21.1K0.0%−$3.91KAdded$642
Equinix IncEQIX21$20.6K0.0%$2.78KAdded$10.6K
Carlyle Group Inc417$20.2K0.0%−$3.3KAdded$1.97K
Sonida Senior Living, Inc.SNDA625$20.2K0.0%New
Ares Capital CorpARCC1.11K$19.9K0.0%−$2.44KHeld
Eaton Corp PlcETN55$19.7K0.0%$1.45KAdded$7.89K
S&P Global Inc.SPGI46$19.6K0.0%−$4.28KAdded−$3.43K
At&T Inc668$19.4K0.0%$2.18KAdded$6.3K
Biogen Inc.BIIB105$19.3K0.0%$705Added$2.35K
Fedex CorpFDX54$19.2K0.0%$2.89KAdded$6.81K
Qualcomm Inc149$19.2K0.0%−$3.59KAdded$4.65K
Air Prods & Chems Inc66$19.2K0.0%$2.65KAdded$4.1K
Capital One Finl Corp105$19.2K0.0%−$6.29KCut−$18.4K
Consolidated Edison IncED169$19.1K0.0%$2.33KAdded$2.44K
Truist Finl Corp415$19.1K0.0%−$1.32KAdded−$1.05K
Phillips 66PSX104$18.9K0.0%$5.53KCut$3.33K
Marsh & Mclennan Cos Inc109$18.9K0.0%−$1.29KAdded−$945
Cme Group Inc.CME64$18.9K0.0%$1.22KAdded$3.88K
Simon Ppty Group Inc New101$18.8K0.0%$127Added$2.37K
Tyson Foods, Inc.TSN293$18.8K0.0%$1.6KHeld
Bank New York Mellon Corp156$18.5K0.0%$320Added$3.88K
Flowserve CorpFLS246$18.1K0.0%$1.02KHeld
Ppg Inds Inc168$18K0.0%$611Added$3.82K
Marvell Technology, Inc.MRVL178$17.6K0.0%$1.44KAdded$8.96K
Ross Stores, Inc.ROST80$17.3K0.0%$2.23KAdded$6.34K
Gallagher Arthur J & Co80$17.3K0.0%−$3.21KAdded−$2.34K
Stmicroelectronics N V500$17.3K0.0%$4.3KHeld
Chubb Limited53$17.3K0.0%$690Added$1.67K
Grayscale Bitcoin Trust EtfGBTC327$17.3K0.0%−$5.1KHeld
Csx CorpCSX411$16.9K0.0%$1.7KAdded$4.04K
Thermo Fisher Scientific Inc.TMO34$16.7K0.0%−$2.99KCut−$9.94K
Comfort Sys Usa Inc12$16.5K0.0%$5.35KHeld
Regeneron Pharmaceuticals, Inc.REGN21$16.2K0.0%$14Added$1.56K
Schwab Charles Corp172$16.2K0.0%−$818Added$2.38K
Crown Castle Inc.CCI192$15.6K0.0%−$1.45KCut−$3.14K
Valero Energy Corp63$15.6K0.0%$1.26KAdded$13.1K
Shell Plc166$15.4K0.0%$3.24KHeld
Fiserv IncFISV276$15.4K0.0%−$3.14KCut−$7.1K
American Wtr Wks Co Inc New113$15.4K0.0%$631Cut−$1.98K
Vaneck Etf Trust40$15.3K0.0%New
Molson Coors Beverage Co351$15.1K0.0%−$1.27KCut−$15.6K
Intercontinental Exchange In96$15.1K0.0%−$384Added$1.82K
Select Sector Spdr Tr136$14.8K0.0%New
Ge Aerospace52$14.8K0.0%−$583Added$7.36K
Sandisk CorpSNDK23$14.6K0.0%$9.15KCut$133
Vanguard Scottsdale Fds184$14.6K0.0%New
Solstice Advanced Matls Inc190$14.5K0.0%$5.24KHeld
Microchip Technology Inc.250$14.2K0.0%−$327Held
HCA Healthcare, Inc.HCA30$14.2K0.0%$121Added$5.33K
Fifth Third Bancorp303$14.1K0.0%−$46Added$7.9K
Metlife Inc198$14K0.0%−$1.5KAdded−$443
Royal Gold IncRGLD55$14K0.0%$1.77KHeld
Vanguard Index Fds157$13.9K0.0%$33Cut−$1.38K
Schwab Strategic Tr450$13.8K0.0%$1.46KHeld
Halliburton CoHAL351$13.7K0.0%$1.82KAdded$8.88K
CARRIER GLOBAL CorpCARR243$13.7K0.0%$580Added$4.86K
Canadian Imperial Bank Of Co144$13.6K0.0%$596Held
Kilroy Rlty CorpKRC479$13.5K0.0%−$430Added$11.8K
Toast, Inc.TOST490$13K0.0%−$4.41KHeld
Vanguard Scottsdale Fds215$12.8K0.0%−$15Added$10.9K
Lumentum Hldgs Inc18$12.7K0.0%$6.02KHeld
Bp Plc268$12.6K0.0%$3.29KHeld
Archer-Daniels-Midland CoADM173$12.6K0.0%$2.33KAdded$3.78K
Constellation Brands, Inc.STZ83$12.4K0.0%$855Added$2.65K
Zoetis Inc.ZTS105$12.4K0.0%−$487Added$4.36K
Philip Morris Intl Inc75$12.4K0.0%$272Added$3.58K
Alibaba Group Hldg Ltd98$12.3K0.0%−$2.07KHeld
Air Lease Corp187$12.1K0.0%$133Held
Quanta Svcs Inc22$12.1K0.0%$2.67KAdded$3.21K
Corteva, Inc.CTVA142$11.9K0.0%$801Added$8.67K
Airbnb, Inc.ABNB94$11.9K0.0%−$595Added$3.32K
Xylem Inc.XYL99$11.8K0.0%−$1.35KAdded$800
Keycorp587$11.8K0.0%−$347Held
Ford Mtr Co1.02K$11.7K0.0%−$1.61KCut−$1.9K
Fastenal CoFAST253$11.7K0.0%$1.02KAdded$5.24K
Kkr & Co Inc126$11.7K0.0%−$2.87KAdded$1.2K
Paccar IncPCAR100$11.6K0.0%$510Added$2.24K
Synopsys IncSNPS29$11.5K0.0%−$2.12KCut−$8.23K
Check Point Software Tech Lt80$11.4K0.0%−$3.42KHeld
Cheniere Energy, Inc.LNG40$11.3K0.0%$2.23KAdded$6.49K
Hf Sinclair CorpDINO180$11.2K0.0%$2.54KAdded$4.04K
Allstate Corp54$11.2K0.0%−$29Added$3.7K
Royal Bk Cda69$11.2K0.0%−$601Held
Levi Strauss & Co New600$11.1K0.0%−$1.35KHeld
Axon Enterprise, Inc.AXON26$11K0.0%−$143Added$10.5K
Ciena CorpCIEN28$10.9K0.0%$4.32KCut$580
Public Storage Oper Co40$10.8K0.0%$398Added$1.75K
American Intl Group Inc142$10.7K0.0%−$1.27KAdded$163
Advanced Energy Inds33$10.6K0.0%$3.74KCut$3.32K
Carpenter Technology CorpCRS27$10.6K0.0%$2.06KAdded$2.46K
Dover CorpDOV51$10.6K0.0%$541Added$2.63K
Sherwin Williams CoSHW33$10.6K0.0%−$105Added$857
Asml Holding N V8$10.6K0.0%New
Vertiv Holdings CoVRT42$10.5K0.0%$1.24KAdded$8.26K
Circle Internet Group, Inc.CRCL110$10.5K0.0%New
NXP Semiconductors N.V.NXPI53$10.4K0.0%−$1.05KAdded−$853
EMCOR Group, Inc.EME14$10.3K0.0%$1.64KAdded$2.38K
Coinbase Global, Inc.COIN59$10.3K0.0%−$1.34KAdded$4.42K
Etf Ser Solutions400$10.2K0.0%New
Johnson Ctls Intl Plc78$10.2K0.0%$582Added$3.99K
Ishares Tr123$10.2K0.0%−$31Held
Us Foods Hldg Corp110$10.1K0.0%$1.86KHeld
Colgate Palmolive CoCL119$10.1K0.0%$416Added$4.85K
Douglas Emmett IncDEI1.07K$10.1K0.0%−$223Added$8.55K
Ventas, Inc.VTR123$10.1K0.0%$480Added$1.63K
Ishares Tr47$10K0.0%$156Held
Blackrock Etf Trust Ii193$10K0.0%−$163Held
Sysco CorpSYY140$9.99K0.0%−$250Added$2.17K
Ishares 0-3 Month99$9.96K0.0%$27Held
Applovin CorpAPP25$9.95K0.0%−$6.34KAdded−$5.55K
Take-Two Interactive Softwar50$9.88K0.0%−$2.28KAdded−$110
Ishares Tr45$9.84K0.0%$183Held
Warner Bros. Discovery, Inc.WBD355$9.75K0.0%−$186Added$5.83K
Cintas CorpCTAS57$9.64K0.0%−$1.02KAdded−$515
Ishares Tr168$9.54K0.0%$350Held
Nasdaq, Inc.NDAQ112$9.51K0.0%−$1.04KAdded$1.25K
Western Digital CorpWDC35$9.47K0.0%$1.67KAdded$6.54K
Hubbell IncHUBB19$9.32K0.0%$746Added$2.22K
Canadian Natl Ry Co90$9.25K0.0%$352Held
Spdr Series Trust365$9.12K0.0%−$124Held
Motorola Solutions, Inc.MSI21$9.11K0.0%$709Added$3.75K
Loews CorpL85$9.07K0.0%$122Held
Gilead Sciences, Inc.GILD65$9.06K0.0%$831Added$2.92K
Emerson Elec Co69$9.04K0.0%−$117Cut−$250
Flex Ltd.FLEX138$9.03K0.0%$680Added$876
Parker-Hannifin CorpPH10$8.95K0.0%$113Added$2.8K
Ishares Tr174$8.91K0.0%−$94Held
Zimmer Biomet Holdings, Inc.ZBH98$8.86K0.0%$49Held
State Str Corp70$8.86K0.0%−$172Cut−$301
BorgWarner IncBWA163$8.84K0.0%$1.5KHeld
Altria Group, Inc.MO134$8.84K0.0%$708Added$3.94K
Pulte Group Inc75$8.82K0.0%$24Added$965
Exelon CorpEXC179$8.78K0.0%$886Added$1.67K
Aercap Holdings Nv63$8.64K0.0%−$415Held
Arista Networks, Inc.ANET70$8.6K0.0%−$437Added$1.65K
Extra Space Storage Inc.EXR65$8.52K0.0%$48Added$1.62K
Marriott Intl Inc New26$8.5K0.0%$303Added$2.92K
Ishares Inc100$8.44K0.0%New
Remitly Global, Inc.RELY537$8.41K0.0%$1KHeld
Illinois Tool Wks Inc32$8.33K0.0%$224Added$4.39K
Norfolk Southn Corp29$8.32K0.0%−$17Added$5.44K
Rex American Res Corp182$8.29K0.0%$2.41KHeld
Ishares Tr64$8.2K0.0%−$564Held
Enbridge Inc151$8.18K0.0%$953Held
Vanguard World Fd26$8.12K0.0%New
Mge Energy IncMGEE101$7.81K0.0%−$114Held
Cytokinetics IncCYTK118$7.78K0.0%$279Held
Royal Caribbean Group28$7.71K0.0%−$74Added$2.13K
United Airls Hldgs Inc83$7.64K0.0%−$1.44KAdded−$521
Jacobs Solutions Inc.J60$7.64K0.0%−$311Held
Iron Mtn Inc Del74$7.56K0.0%$959Added$3.41K
Monster Beverage Corp New104$7.54K0.0%−$341Added$1.33K
Ing Groep N.V.287$7.48K0.0%−$560Held
Clean Harbors IncCLH26$7.46K0.0%$1.36KHeld
Roper Technologies IncROP21$7.43K0.0%−$548Added$4.76K
Block Inc123$7.4K0.0%−$423Added$1.8K
SPX Technologies, Inc.SPXC37$7.4K0.0%−$4Held
Patterson Uti Energy IncPTEN678$7.34K0.0%$2KAdded$4.75K
Reliance, Inc.RS24$7.29K0.0%$361Held
Cloudflare, Inc.NET35$7.22K0.0%$36Added$6.43K
Pricesmart IncPSMT47$7.07K0.0%$1.31KHeld
Seagate Technology Hldngs Pl18$7.05K0.0%$1.4KAdded$3.75K
Chipotle Mexican Grill IncCMG220$7.04K0.0%−$983Added−$247
Ameris BancorpABCB90$7.02K0.0%$335Held
Hilton Worldwide Hldgs Inc23$6.99K0.0%$269Added$2.4K
Northwest Nat Hldg Co131$6.97K0.0%$849Held
Ugi Corp New190$6.92K0.0%−$192Held
Te Connectivity PlcTEL33$6.9K0.0%−$610Cut−$2.2K
Par Pac Holdings Inc110$6.89K0.0%$3.02KHeld
Workday, Inc.WDAY53$6.89K0.0%−$1.36KAdded$3.45K
Otis Worldwide CorpOTIS89$6.86K0.0%−$822Added−$128
Brunswick Corp94$6.84K0.0%−$140Held
Amphenol Corp New54$6.82K0.0%−$474Cut−$6.15K
Trade Desk, Inc.TTD300$6.81K0.0%New
Ferrari N.V.RACE20$6.77K0.0%−$622Held
Idexx Labs Inc12$6.74K0.0%−$1.03KAdded$654
Helmerich & Payne, Inc.HP186$6.7K0.0%$1.37KHeld
Travel Plus Leisure Co96$6.64K0.0%−$129Held
Element Solutions IncESI194$6.62K0.0%$1.77KHeld
East West Bancorp IncEWBC62$6.62K0.0%−$349Held
United Parcel Service IncUPS67$6.59K0.0%−$51Added$441
Moodys Corp15$6.54K0.0%−$1.12KCut−$4.7K
Paychex IncPAYX71$6.54K0.0%−$61Added$6.2K
Sterling Infrastructure, Inc.STRL16$6.52K0.0%$1.62KHeld
Kaiser Aluminum CorpKALU54$6.51K0.0%$306Held
World Gold Tr70$6.49K0.0%$512Held
Ishares Tr27$6.48K0.0%New
Public Svc Enterprise Grp In80$6.48K0.0%$42Added$1.34K
Cboe Global Mkts Inc23$6.46K0.0%$662Added$943
Mueller Inds Inc58$6.43K0.0%−$232Held
Wintrust Finl Corp46$6.39K0.0%−$41Held
Huntsman CorpHUN480$6.39K0.0%$1.59KHeld
Applied Indl Technologies In24$6.37K0.0%$206Held
New York Times CoNYT76$6.36K0.0%$1.09KHeld
Zscaler, Inc.ZS45$6.31K0.0%−$3.81KHeld
Wesco Intl Inc23$6.29K0.0%$666Held
Twilio IncTWLO50$6.29K0.0%−$821Held
Toll Brothers, Inc.TOL46$6.28K0.0%$58Held
Copart IncCPRT189$6.28K0.0%−$625Added$2.16K
Enpro Inc.NPO25$6.27K0.0%$913Held
FabrinetFN12$6.26K0.0%$795Held
Entegris IncENTG53$6.21K0.0%$1.75KHeld
Fortinet, Inc.FTNT76$6.21K0.0%$93Added$3.04K
Veralto CorpVLTO70$6.19K0.0%−$796Held
Nextpower Inc.NXT51$6.15K0.0%$1.7KHeld
Commercial Metals CoCMC100$6.14K0.0%−$779Held
Dycom Inds Inc18$6.1K0.0%$17Cut−$321
Quest Diagnostics IncDGX31$6.08K0.0%$696Held
Webster Finl Corp87$6.04K0.0%$564Held
Richardson Electrs Ltd550$6.02K0.0%$39Held
Datadog, Inc.DDOG51$6.02K0.0%−$215Added$4.39K
CareTrust REIT, Inc.CTRE164$6.01K0.0%$81Held
Compass Diversified759$5.97K0.0%New
Annaly Capital Management In282$5.96K0.0%−$342Held
Federal Signal Corp55$5.95K0.0%−$24Held
Illumina, Inc.ILMN48$5.92K0.0%−$379Cut−$904
Avalonbay Cmntys Inc36$5.88K0.0%−$503Added$804
Wp Carey Inc86$5.84K0.0%$310Held
Teradata Corp Del228$5.84K0.0%−$481Added$2.8K
Vanguard World Fd26$5.84K0.0%New
Viatris IncVTRS429$5.8K0.0%$455Held
Baidu Inc52$5.79K0.0%−$1KHeld
Medpace Hldgs Inc12$5.76K0.0%−$978Held
Ishares Inc150$5.76K0.0%New
Echostar CorpECHO49$5.74K0.0%$410Held
Texas Pacific Land Corporati12$5.7K0.0%$2.25KHeld
Eversource EnergyES82$5.68K0.0%$142Added$766
Crh Plc54$5.68K0.0%−$1.06KCut−$6.68K
Weatherford Intl Plc60$5.67K0.0%$979Held
Valmont Inds Inc14$5.59K0.0%−$38Held
Knight-Swift Transn Hldgs In97$5.58K0.0%$514Held
Matson, Inc.MATX34$5.57K0.0%$1.37KHeld
Howmet Aerospace Inc.HWM24$5.53K0.0%$433Added$2.05K
Arcosa, Inc.ACA52$5.52K0.0%−$10Held
Becton Dickinson & CoBDX35$5.5K0.0%−$442Added$3.17K
Pure Storage IncP93$5.49K0.0%−$741Held
Lincoln Elec Hldgs Inc22$5.48K0.0%$208Held
Jones Lang Lasalle IncJLL18$5.48K0.0%−$578Held
Kite Rlty Group TrKRG223$5.47K0.0%$130Held
Proshares Tr91$5.46K0.0%$530Held
Trustmark CorpTRMK129$5.44K0.0%$411Held
Omega Healthcare Invs Inc124$5.43K0.0%−$64Held
Timken CoTKR54$5.43K0.0%$888Held
Equitable Hldgs Inc146$5.42K0.0%−$1.54KCut−$1.73K
Dell Technologies Inc.DELL33$5.42K0.0%$152Added$4.91K
Independent Bk Corp Mass72$5.42K0.0%$153Held
Choice Hotels Intl Inc52$5.38K0.0%$428Held
First Horizon Corporation236$5.37K0.0%−$269Held
Amer States Wtr Co71$5.37K0.0%$223Cut−$1.01K
Ametek Inc/AME25$5.36K0.0%$162Added$1.66K
World Kinect CorpWKC232$5.35K0.0%−$77Added$315
Renaissancere Hldgs Ltd18$5.35K0.0%$289Held
Robert Half Inc.RHI210$5.33K0.0%New
Host Hotels & Resorts, Inc.HST278$5.33K0.0%$397Held
Wyndham Hotels & Resorts, Inc.WH65$5.28K0.0%$358Added$520
Atlanta Braves Hldgs Inc122$5.21K0.0%New
Ishares Tr65$5.17K0.0%−$70Held
Scotts Miracle-Gro CoSMG85$5.17K0.0%New
Carmax IncKMX124$5.16K0.0%$364Cut$171
Cipher Mining IncCIFR400$5.15K0.0%−$756Held
Macom Tech Solutions Hldgs I23$5.11K0.0%$762Added$2.54K
DoorDash, Inc.DASH34$5.11K0.0%−$2.6KCut−$5.77K
Watsco Inc14$5.09K0.0%$376Held
Fb Finl Corp98$5.09K0.0%−$378Held
Keysight Technologies, Inc.KEYS18$5.08K0.0%$1.11KAdded$2.24K
Invesco Exch Traded Fd Tr Ii64$5.06K0.0%New
Edison Intl69$5.05K0.0%$895Added$968
Pinterest, Inc.PINS275$5.04K0.0%New
Lci Inds41$5.04K0.0%$67Held
Republic Svcs Inc23$5.04K0.0%$106Added$1.86K
Hormel Foods Corp220$4.98K0.0%−$231Held
Hni CorpHNI149$4.97K0.0%−$1.29KCut−$7.59K
Jackson Financial Inc47$4.97K0.0%−$44Held
Sensient Technologies CorpSXT57$4.93K0.0%−$428Held
Ryder Sys Inc24$4.91K0.0%$320Held
Tenet Healthcare CorpTHC26$4.91K0.0%New
Td Synnex CorpSNX29$4.89K0.0%$536Held
Ptc Therapeutics, Inc.PTCT71$4.84K0.0%New
InterDigital, Inc.IDCC16$4.83K0.0%−$262Held
First Hawaiian, Inc.FHB196$4.83K0.0%−$130Held
Lamar Advertising Co/NewLAMR38$4.81K0.0%$3Held
Eastgroup Pptys Inc26$4.81K0.0%$180Held
Conagra Brands Inc.CAG306$4.81K0.0%−$487Held
Corvel CorpCRVL88$4.81K0.0%New
First Bancorp P R225$4.81K0.0%$142Held
Citizens Finl Group Inc80$4.8K0.0%$74Added$2.05K
Tyler Technologies IncTYL14$4.79K0.0%New
International Flavors&Fragra66$4.79K0.0%$340Held
Fidelity National Financial, Inc.FNF103$4.78K0.0%−$846Cut−$1.01K
Installed Bldg Prods Inc18$4.77K0.0%$104Held
Meritage Homes CorpMTH77$4.76K0.0%−$305Cut−$897
Dicks Sporting Goods Inc24$4.76K0.0%$8Cut−$388
Macerich CoMAC251$4.74K0.0%$111Held
Ryman Hospitality Pptys Inc51$4.71K0.0%−$65Added$2.06K
Reinsurance Grp Of America I23$4.7K0.0%$16Held
Fuller H B CoFUL76$4.69K0.0%$169Cut−$901
Carlisle Cos Inc14$4.67K0.0%$193Held
Newmont Corp43$4.66K0.0%$361Held
Armour Residential Reit Inc278$4.64K0.0%−$281Held
Gates Indl Corp Plc205$4.63K0.0%$232Added$255
Lxp Industrial Trust100$4.63K0.0%−$332Held
Texas Roadhouse, Inc.TXRH28$4.62K0.0%−$24Held
Silgan Hldgs Inc119$4.62K0.0%−$187Held
Agree Rlty Corp61$4.6K0.0%$204Held
Essential Pptys Rlty Tr Inc151$4.58K0.0%$105Held
Topbuild Corp13$4.57K0.0%−$856Held
OPENLANE, Inc.OPLN156$4.55K0.0%−$99Held
Lincoln Natl Corp Ind128$4.54K0.0%−$1.16KHeld
Slb Limited/NvSLB88$4.52K0.0%$1.07KAdded$1.38K
H2o AmericaHTO77$4.52K0.0%New
Targa Res Corp18$4.51K0.0%$728Added$2.48K
Robinhood Mkts Inc65$4.5K0.0%−$2.76KAdded−$2.62K
AecomACM53$4.5K0.0%−$557Cut−$748
Old Dominion Freight Line In23$4.49K0.0%$540Added$2.3K
Sitime CorpSITM13$4.49K0.0%−$101Held
Healthcare Rlty Tr261$4.43K0.0%$10Held
Ensign Group, IncENSG22$4.43K0.0%$601Held
Msa Safety Inc27$4.43K0.0%$103Held
GXO Logistics, Inc.GXO84$4.36K0.0%−$67Held
JBT MAREL CorpJBTM34$4.35K0.0%−$775Held
St Joe CoJOE69$4.33K0.0%$236Held
Tanger Inc.SKT127$4.32K0.0%$77Held
Autoliv IncALV41$4.31K0.0%−$555Held
Elanco Animal Health IncELAN180$4.31K0.0%$231Added$279
Group 1 Automotive IncGPI13$4.3K0.0%−$815Held
Blackstone Mtg Tr Inc224$4.29K0.0%$5Held
Marketaxess Hldgs Inc26$4.29K0.0%−$424Held
Wd 40 CoWDFC21$4.28K0.0%$148Held
Live Nation Entertainment In28$4.27K0.0%$249Added$707
Zurn Elkay Water Solns Corp95$4.26K0.0%−$157Held
Equity ResidentialEQR72$4.26K0.0%−$280Held
Stag Indl IncSTAG118$4.25K0.0%−$82Cut−$156
Wabtec17$4.25K0.0%$473Added$1.47K
Morningstar, Inc.MORN25$4.23K0.0%New
Occidental Pete Corp65$4.22K0.0%$143Added$3.98K
Pursuit Attractions And Hosp114$4.18K0.0%$165Added$2.29K
Dollar Tree, Inc.DLTR38$4.16K0.0%−$513Held
Aptargroup, Inc.ATR33$4.16K0.0%$134Held
Ally Finl Inc106$4.16K0.0%−$643Held
Metallus Inc.MTUS254$4.15K0.0%−$209Held
Teradyne, IncTER14$4.15K0.0%$1.23KAdded$1.83K
Visteon CorpVC45$4.1K0.0%−$175Added−$84
Kb HomeKBH79$4.09K0.0%−$368Held
Electronic Arts Inc.EA20$4.08K0.0%−$10Cut−$214
Global X Fds80$4.07K0.0%New
Terreno Rlty Corp66$4.05K0.0%$103Added$1.82K
M/I Homes, Inc.MHO33$4.04K0.0%−$181Held
Arch Cap Group Ltd42$4.03K0.0%$2Added$1.63K
Onespaworld Holdings Limited175$4.02K0.0%New
Cardinal Health IncCAH19$4.01K0.0%$81Added$1.14K
Primerica, Inc.PRI16$4.01K0.0%−$126Cut−$384
Core & Main, Inc.CNM81$4K0.0%−$209Held
First Indl Rlty Tr Inc69$3.99K0.0%$40Held
Hilton Grand Vacations Inc.HGV102$3.99K0.0%−$575Held
Oneok Inc /New/OKE44$3.98K0.0%$68Added$3.68K
Penumbra IncPEN12$3.94K0.0%New
Atlas Energy Solutions Inc.AESI300$3.94K0.0%New
Wec Energy Group, Inc.WEC34$3.94K0.0%$268Added$1.19K
Acuity Inc14$3.92K0.0%−$1.04KAdded−$758
Church & Dwight Co Inc42$3.92K0.0%$397Held
Schwab Strategic Tr156$3.92K0.0%−$176Held
Regions Financial Corp New149$3.89K0.0%−$82Added$1.62K
Cactus, Inc.WHD82$3.88K0.0%$89Added$1.46K
Gen Digital Inc206$3.88K0.0%−$1.72KHeld
Brinker Intl Inc27$3.85K0.0%−$11Added$1.7K
Itron, Inc.ITRI43$3.85K0.0%−$139Cut−$232
Kodiak Gas Svcs Inc66$3.85K0.0%New
Box Inc162$3.83K0.0%New
Kyndryl Hldgs Inc291$3.82K0.0%New
Invesco Exchange Traded Fd T23$3.81K0.0%New
Keurig Dr Pepper Inc.KDP144$3.79K0.0%−$242Cut−$1.17K
Cathay Gen Bancorp76$3.79K0.0%$111Held
Resideo Technologies, Inc.REZI112$3.78K0.0%−$157Held
Labcorp Holdings Inc.LH14$3.73K0.0%$223Held
Masimo Corp21$3.73K0.0%$430Added$2.56K
Centene Corp Del114$3.73K0.0%−$959Held
Garmin LtdGRMN16$3.71K0.0%$175Added$2.5K
Independence Rlty Tr Inc249$3.71K0.0%−$645Cut−$907
Moelis & CoMC65$3.71K0.0%−$763Held
Advanced Drain Sys Inc Del27$3.7K0.0%−$207Held
American Healthcare REIT, Inc.AHR78$3.68K0.0%$7Held
Devon Energy Corp New73$3.67K0.0%New
Tetra Tech Inc New121$3.65K0.0%−$413Held
Voya Financial Inc53$3.62K0.0%−$327Cut−$401
Prudential Finl Inc37$3.62K0.0%−$561Cut−$1.69K
Ares Management Corporation33$3.6K0.0%−$736Added$1.34K
Lumen Technologies, Inc.LUMN516$3.59K0.0%−$423Held
Axalta Coating Sys Ltd129$3.57K0.0%−$337Added$1.21K
Casella Waste Sys Inc45$3.57K0.0%New
Eqt CorpEQT56$3.56K0.0%$372Added$1.58K
Rambus Inc Del41$3.53K0.0%−$240Cut−$332
Cf Inds Hldgs Inc27$3.51K0.0%$1.42KHeld
Commvault Sys Inc45$3.5K0.0%New
Ferguson Enterprises Inc15$3.5K0.0%$95Added$1.5K
Lithia Mtrs Inc14$3.5K0.0%−$1.16KHeld
ServiceTitan, Inc.TTAN55$3.49K0.0%New
Eog Res Inc24$3.47K0.0%$40Added$3.37K
Marten Trans Ltd263$3.45K0.0%$460Held
Spdr Series Trust72$3.44K0.0%−$11Held
Lattice Semiconductor CorpLSCC37$3.43K0.0%New
Genpact Limited92$3.43K0.0%−$477Added$1.09K
Marathon Pete Corp14$3.42K0.0%$816Added$1.79K
Iqvia Hldgs Inc20$3.41K0.0%−$1.1KCut−$4.48K
Chemed Corp New9$3.4K0.0%−$451Held
Saul Ctrs Inc104$3.39K0.0%$109Held
Semtech CorpSMTC44$3.38K0.0%$141Held
Nucor CorpNUE20$3.38K0.0%$102Added$609
Strategy Inc27$3.37K0.0%−$298Added$1.7K
Thor Inds Inc42$3.35K0.0%−$957Held
Apollo Global Mgmt Inc30$3.34K0.0%−$1KCut−$2.3K
Ishares Tr26$3.33K0.0%−$149Held
Alps Etf Tr40$3.32K0.0%$26Held
Highwoods Pptys Inc155$3.32K0.0%−$683Held
Agilent Technologies, Inc.A29$3.31K0.0%−$531Added$39
Aflac IncAFL30$3.29K0.0%−$2Added$2.85K
Ingersoll Rand Inc.IR41$3.29K0.0%$27Added$908
Cheesecake Factory IncCAKE60$3.29K0.0%New
Paycom Software, Inc.PAYC27$3.28K0.0%New
Block H & R Inc103$3.27K0.0%New
Entergy Corp New29$3.26K0.0%$179Added$2.43K
Freeport-Mcmoran IncFCX55$3.23K0.0%$144Added$2.32K
Boot Barn Hldgs Inc22$3.22K0.0%−$662Held
Enphase Energy, Inc.ENPH84$3.18K0.0%New
U Haul Holding Company71$3.17K0.0%−$147Held
Cvs Health CorpCVS44$3.16K0.0%−$332Cut−$1.84K
D R Horton Inc23$3.16K0.0%−$34Added$2.44K
Edwards Lifesciences CorpEW39$3.12K0.0%−$161Added$480
First Tr Exchange Traded Fd49$3.12K0.0%$149Held
Archer Aviation Inc600$3.1K0.0%New
First Bancorp N C55$3.1K0.0%$306Held
Broadridge Finl Solutions In19$3.09K0.0%New
Tractor Supply Co68$3.08K0.0%−$288Added$29
Littelfuse Inc9$3.05K0.0%$778Held
TechnipFMC PLCFTI44$3.04K0.0%$1.08KCut−$2.93K
Fidelity Covington Trust51$3.01K0.0%New
Ptc Inc.PTC21$2.99K0.0%−$666Held
Ishares Tr33$2.99K0.0%New
Yum Brands IncYUM19$2.95K0.0%$4Added$2.8K
Oreilly Automotive Inc32$2.95K0.0%$35Cut−$512
Mccormick & Co Inc58$2.93K0.0%−$1.02KHeld
Nrg Energy, Inc.NRG20$2.92K0.0%−$92Added$1.81K
Unum Group40$2.92K0.0%−$179Cut−$2.35K
Ishares Tr51$2.92K0.0%New
Trane Technologies PlcTT7$2.92K0.0%$82Added$1.75K
M & T Bk Corp14$2.89K0.0%$16Added$2.29K
Roblox CorpRBLX51$2.88K0.0%−$905Added−$113
Ryan Specialty Holdings, Inc.RYAN85$2.87K0.0%New
RadNet, Inc.RDNT51$2.85K0.0%−$774Added−$718
Verisk Analytics, Inc.VRSK15$2.85K0.0%−$509Cut−$4.31K
Park Hotels & Resorts Inc.PK270$2.84K0.0%$19Held
Grayscale Ethereum Mini Tr E143$2.84K0.0%−$1.17KHeld
Hartford Insurance Group Inc21$2.84K0.0%−$7Added$2.43K
Tapestry, Inc.TPR20$2.82K0.0%$53Added$2.31K
Kennedy-Wilson Holdings Inc258$2.79K0.0%$297Held
Expedia Group, Inc.EXPE12$2.77K0.0%−$367Added$788
Columbia Bkg Sys Inc101$2.77K0.0%−$53Held
Sonoco Prods Co50$2.71K0.0%$523Held
Getty Rlty Corp New85$2.7K0.0%$377Held
Evercore Inc.EVR9$2.69K0.0%−$375Held
Stifel Finl Corp36$2.66K0.0%−$1.85KCut−$2.22K
Andersons, Inc.ANDE37$2.66K0.0%$689Held
Dollar Gen Corp New22$2.61K0.0%−$126Added$1.42K
Banc Of California Inc147$2.58K0.0%−$252Held
Diamondback Energy, Inc.FANG13$2.57K0.0%$95Added$2.27K
Realty Income CorpO42$2.57K0.0%$58Added$1.89K
On Semiconductor CorpON41$2.54K0.0%New
Anglogold Ashanti PlcAU26$2.53K0.0%$97Added$1.85K
Rpc IncRES352$2.49K0.0%$577Held
Open Text CorpOTEX112$2.49K0.0%−$1.16KHeld
Rpm Intl Inc25$2.48K0.0%−$115Cut−$531
Four Corners Ppty Tr Inc105$2.48K0.0%$62Held
Hewlett Packard Enterprise C104$2.48K0.0%−$2Added$2.28K
Phinia Inc.PHIN36$2.46K0.0%$207Held
Spdr Series Trust17$2.46K0.0%$102Cut−$9.61K
Dexcom IncDXCM39$2.45K0.0%−$115Added$325
Ge Healthcare Technologies I34$2.42K0.0%−$369Cut−$779
Snowflake Inc.SNOW16$2.41K0.0%−$206Added$1.75K
Minerals Technologies IncMTX34$2.41K0.0%$339Held
Victorias Secret And Co52$2.41K0.0%New
Baxter Intl Inc143$2.4K0.0%−$331Held
Global Net Lease Inc255$2.39K0.0%$194Held
Tri Pointe Homes Inc51$2.38K0.0%New
Synchrony Financial35$2.38K0.0%−$477Added−$205
Dominion Energy, IncD38$2.35K0.0%$23Added$1.94K
Interactive Brokers Group In35$2.35K0.0%$22Added$1.83K
ExlService Holdings, Inc.EXLS77$2.35K0.0%−$540Added$435
Tennant CoTNC35$2.32K0.0%−$256Held
Fortive CorpFTV42$2.32K0.0%$0Added$2.1K
Watts Water Technologies IncWTS8$2.32K0.0%$114Held
Transdigm Group IncTDG2$2.32K0.0%−$342Cut−$1.67K
Associated Banc Corp89$2.3K0.0%$9Held
Acadia Rlty Tr118$2.26K0.0%−$168Held
Northern Tr Corp16$2.23K0.0%$42Added$321
Rexford Indl Rlty Inc68$2.23K0.0%−$407Cut−$2.88K
Gartner IncIT14$2.22K0.0%−$846Added−$54
Pg&E Corp126$2.21K0.0%$139Added$736
Monolithic Pwr Sys Inc2$2.19K0.0%$188Added$1.28K
MSCI Inc.MSCI4$2.16K0.0%−$104Added$435
Coherent Corp.COHR9$2.14K0.0%New
Jabil IncJBL8$2.13K0.0%New
Okta, Inc.OKTA27$2.13K0.0%−$186Added$50
Osi Systems IncOSIS8$2.12K0.0%$83Cut−$1.45K
Community Financial System I36$2.11K0.0%$43Held
Alcon IncALC28$2.11K0.0%−$97Held
Seacoast Bkg Corp Fla69$2.09K0.0%−$78Held
Silicon Laboratories Inc.SLAB10$2.08K0.0%New
American Homes 4 Rent74$2.07K0.0%−$310Cut−$406
Elevance Health Inc Formerly7$2.05K0.0%−$405Cut−$4.61K
United Cmnty Bks Blairsvle G65$2.05K0.0%$18Held
Selective Ins Group Inc27$2.04K0.0%−$223Held
Gentex CorpGNTX93$2.03K0.0%−$132Cut−$504
Atmos Energy CorpATO11$2.03K0.0%$17Added$1.86K
Enovis CORPENOV89$2.02K0.0%New
Ofg BancorpOFG50$2.02K0.0%−$26Held
Bank Hawaii Corp27$2K0.0%$159Held
Genworth Finl Inc245$1.99K0.0%−$223Held
Bitmine Immersion Tecnologie100$1.98K0.0%−$737Held
Core Laboratories Inc117$1.96K0.0%$88Held
Tharimmune Inc600$1.96K0.0%New
Assured Guaranty LtdAGO24$1.96K0.0%−$201Held
Kemper Corp64$1.96K0.0%−$509Added−$112
Grayscale Bitcoin Mini Tr Et65$1.95K0.0%−$568Held
Spdr Series Trust18$1.94K0.0%New
Sabra Health Care REIT, Inc.SBRA101$1.94K0.0%$29Held
Cavco Inds Inc Del4$1.94K0.0%−$426Held
First Amern Finl Corp32$1.93K0.0%−$37Held
Newmarket CorpNEU3$1.92K0.0%−$139Cut−$1.51K
Healthequity, Inc.HQY23$1.92K0.0%−$185Cut−$2.2K
Palomar Hldgs Inc16$1.91K0.0%−$244Held
Maplebear Inc.CART51$1.91K0.0%−$376Added−$339
Innospec Inc.IOSP26$1.9K0.0%New
First Tr Exchange Traded Fd30$1.88K0.0%New
Worthington Enterprises, Inc.WOR36$1.88K0.0%$20Held
Ishares Tr17$1.88K0.0%New
Dow Inc.DOW45$1.87K0.0%New
TransunionTRU27$1.87K0.0%−$447Cut−$4.65K
Brinks CoBCO18$1.86K0.0%−$236Held
Formfactor IncFORM19$1.84K0.0%New
Brixmor Ppty Group Inc64$1.84K0.0%$165Held
Standard Mtr Prods Inc53$1.84K0.0%−$112Held
Encompass Health CorpEHC19$1.84K0.0%−$122Added$458
Badger Meter IncBMI12$1.83K0.0%−$265Cut−$2.01K
Digitalocean Hldgs Inc21$1.8K0.0%New
Ha Sustainable Infra Cap Inc49$1.8K0.0%$261Held
Rockwell Automation, IncROK5$1.79K0.0%−$151Held
Doubleverify Hldgs Inc188$1.79K0.0%New
Qorvo, Inc.QRVO23$1.78K0.0%−$164Cut−$2.19K
Novanta Inc15$1.77K0.0%−$13Held
Fti Consulting, IncFCN10$1.77K0.0%New
Southwest Airls Co47$1.77K0.0%New
Martin Marietta Matls Inc3$1.77K0.0%−$102Held
Invesco Exch Traded Fd Tr Ii161$1.75K0.0%New
Boise Cascade Co Del23$1.75K0.0%New
DuPont de Nemours, Inc.DD38$1.74K0.0%$12Added$1.66K
Southwest Gas Hldgs Inc20$1.74K0.0%$138Held
Raymond James Finl Inc12$1.74K0.0%−$32Added$1.42K
Carnival Corp Ltd.CCL67$1.73K0.0%New
Commerce Bancshares Inc35$1.72K0.0%−$110Held
Lauder Estee Cos Inc24$1.72K0.0%−$791Held
Valvoline IncVVV51$1.72K0.0%New
Simpson Mfg Inc10$1.72K0.0%$101Held
Terex Corp New29$1.71K0.0%New
Adamas Trust Inc.231$1.7K0.0%$14Held
Sl Green Rlty Corp46$1.7K0.0%New
Dolby Laboratories, Inc.DLB28$1.68K0.0%New
Chart Inds Inc8$1.65K0.0%$4Cut−$1.85K
Invesco Exch Traded Fd Tr Ii14$1.65K0.0%$10Held
Amentum Holdings, Inc.AMTM63$1.64K0.0%−$184Held
Vornado Rlty Tr63$1.64K0.0%−$460Cut−$2.26K
Vulcan Matls Co6$1.63K0.0%−$77Cut−$933
Cbre Group, Inc.CBRE12$1.63K0.0%−$303Cut−$2.23K
Powell Inds Inc3$1.62K0.0%New
Flowers Foods IncFLO199$1.62K0.0%−$543Cut−$1.12K
Fidelity Natl Information Sv34$1.59K0.0%−$118Added$1.2K
RXO, Inc.RXO109$1.59K0.0%$216Held
Shake Shack Inc.SHAK18$1.59K0.0%$131Cut−$1.09K
Alexandria Real Estate Eq In34$1.58K0.0%New
Ingredion IncINGR14$1.58K0.0%New
Carvana Co.CVNA5$1.57K0.0%−$538Held
GoDaddy Inc.GDDY19$1.57K0.0%New
Asbury Automotive Group IncABG8$1.56K0.0%−$297Cut−$762
Avient CorpAVNT43$1.56K0.0%New
Icu Med Inc12$1.55K0.0%−$162Held
Factset Resh Sys Inc7$1.52K0.0%New
Invitation Homes Inc.INVH61$1.52K0.0%−$179Cut−$290
Fmc CorpFMC88$1.51K0.0%$294Cut−$2.47K
Healthpeak Properties, Inc.DOC92$1.51K0.0%$33Cut−$1.85K
Planet Fitness, Inc.PLNT20$1.49K0.0%−$681Cut−$3.18K
Versant Media Group, Inc.VSNT40$1.48K0.0%New
Ftai Aviation Ltd6$1.47K0.0%New
Dte Energy Co10$1.46K0.0%$34Added$1.2K
Mattel Inc100$1.45K0.0%−$531Held
ESAB CorpESAB15$1.45K0.0%−$226Held
The Campbells Company65$1.45K0.0%−$363Cut−$391
Worthington Stl Inc47$1.43K0.0%−$201Held
Insight Enterprises IncNSIT21$1.41K0.0%New
Dynatrace, Inc.DT38$1.41K0.0%−$242Cut−$2.89K
Addus Homecare CorpADUS15$1.41K0.0%New
Occidental Pete Corp31$1.33K0.0%$733Held
Vici Pptys Inc48$1.31K0.0%−$7Added$1.06K
Charter Communications Inc N6$1.29K0.0%New
Pacer Fds Tr54$1.22K0.0%−$88Held
American Eagle Outfitters In67$1.12K0.0%New
Cincinnati Finl Corp7$1.1K0.0%−$6Added$938
Ameren CorpAEE10$1.1K0.0%$30Added$799
EXPAND ENERGY CorpEXE10$1.1K0.0%−$6Cut−$447
Ww Grainger Inc1$1.09K0.0%$82Held
Veeva Sys Inc6$1.05K0.0%−$47Added$831
Vistra Corp.VST7$1.05K0.0%−$77Cut−$2.66K
Ulta Beauty, Inc.ULTA2$1.04K0.0%New
Lennar Corp12$1.04K0.0%−$192Cut−$1.94K
Alnylam Pharmaceuticals, Inc.ALNY3$9930.0%−$200Cut−$995
Spdr Series Trust32$9850.0%$2Cut−$20.4K
Insmed IncINSM6$9810.0%−$63Cut−$1.28K
Fidelity Covington Trust36$9690.0%New
Firstenergy CorpFE19$9630.0%$59Added$515
Steel Dynamics IncSTLD5$9000.0%New
Willis Towers Watson PlcWTW3$8720.0%New
Centerpoint Energy IncCNP17$7340.0%New
Ppl Corp17$6490.0%$16Added$474
Cencora, Inc.COR2$6280.0%−$48Cut−$723
Teledyne Technologies IncTDY1$6050.0%New
First Tr Exch Traded Fd Iii10$5070.0%−$4Held
Pacer Fds Tr16$5000.0%New
Brighthouse Finl Inc8$4790.0%−$39Held
Exchange Traded Concepts Tru14$4630.0%−$102Held
Resmed Inc2$4490.0%−$33Cut−$274
Cno Finl Group Inc10$4110.0%−$14Held
Vanguard Intl Equity Index F9$4000.0%−$13Cut−$471
Waters Corp1$2980.0%New
Brookfield Corp7$2830.0%−$38Held
America Movil Sab De Cv11$2800.0%$53Held
Bank Nova Scotia Halifax4$2770.0%−$18Held
Toyota Motor Corp1$2060.0%−$8Held
Rocket Lab CorpRKLB3$1930.0%New
Itt Inc.ITT1$1910.0%$17Held
Nisource Inc.NI4$1870.0%$20Held
Fox Corp3$1750.0%−$44Held
Performance Food Group CoPFGC2$1710.0%−$9Held
Graco IncGGG2$1690.0%$5Held
Service Corp Intl2$1650.0%$9Held
Evergy, Inc.EVRG2$1640.0%$19Held
Yum China Hldgs Inc3$1460.0%$3Held
Nu Hldgs Ltd10$1440.0%−$23Held
Bank Montreal Que1$1350.0%$5Held
Shinhan Financial Group Co L2$1230.0%$16Held
Shopify Inc.SHOP1$1190.0%−$42Held
Bjs Whsl Club Hldgs Inc1$980.0%$8Held
Rb Global Inc.RBA1$960.0%−$7Held
Volatility Shs Tr10$840.0%−$43Held
Banco Bradesco S A21$770.0%$7Held
Banco Bilbao Vizcaya Argenta3$650.0%−$5Held
Embraer S.A.EMBJ1$590.0%−$5Held
Gsk Plc1$550.0%$6Held
Ishares Tr0$530.0%Held
Banco Santander Sa4$460.0%−$2Held
AramarkARMK1$410.0%$4Held
Invesco Actively Managed Exc1$410.0%$0Held
Ishares Tr1$310.0%$0Held
Schwab Strategic Tr1$260.0%−$4Held
Mizuho Financial Group Inc3$240.0%$2Held
Amc Entmt Hldgs Inc21$210.0%−$12Held
Barclays Plc1$210.0%−$4Held
Embecta Corp.EMBC2$180.0%−$6Held
Invesco Actively Managed Exc0$150.0%Held
Organon & Co.OGN1$60.0%−$1Held
Schwab Strategic Tr0$30.0%Held

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.