13F

Investor

INCEPTIONR LLC

CIK 0001821561 · filed 2026-05-14 · SEC filing

13F book

$415.4M

Positions

617

373 new · 336 sold

Largest name

0.5%

Wec Energy Group, Inc. · WEC

Est. mark

−$1.49M

Price effect on 244 names still held. Flow $56.5M.
NameTickerSharesValueWeightEst. markChange
Wec Energy Group, Inc.WEC19.3K$2.24M0.5%New
Philip Morris Intl Inc13.5K$2.23M0.5%$43.1KAdded$826.5K
Disney Walt Co23K$2.22M0.5%New
Yum China Hldgs Inc45.3K$2.21M0.5%$24.1KAdded$1.1M
Packaging Corp Amer10.3K$2.19M0.5%$7.96KAdded$1.92M
Avalonbay Cmntys Inc13.4K$2.18M0.5%New
Exxon Mobil Corp12.8K$2.18M0.5%New
Us Bancorp Del41.6K$2.16M0.5%−$37.3KAdded$689.2K
Qualcomm Inc16.7K$2.15M0.5%New
Ameriprise Finl Inc4.84K$2.15M0.5%−$182.8KAdded$200.8K
Royalty Pharma PLCRPRX44.6K$2.14M0.5%$107.4KAdded$1.69M
Cardinal Health IncCAH9.85K$2.08M0.5%$20.4KAdded$1.29M
Aercap Holdings Nv14.9K$2.05M0.5%−$22.7KAdded$1.55M
Old Rep Intl Corp51.4K$2.05M0.5%New
Metlife Inc28.7K$2.03M0.5%−$47KAdded$1.58M
Cooper Cos Inc27.9K$1.99M0.5%New
Truist Finl Corp42.7K$1.97M0.5%New
Raymond James Finl Inc13.6K$1.96M0.5%−$75.7KAdded$1.22M
Ss&C Technologies Hldgs Inc29K$1.96M0.5%New
General Dynamics CorpGD5.63K$1.93M0.5%$27.7KAdded$512.3K
Ventas, Inc.VTR23.6K$1.93M0.5%$84.8KAdded$436.6K
United Parcel Service IncUPS19.6K$1.93M0.5%New
Accenture Plc Ireland9.67K$1.92M0.5%New
Amgen IncAMGN5.43K$1.91M0.5%$76KAdded$898.2K
Intercontinental Exchange In12.1K$1.91M0.5%New
Caterpillar IncCAT2.67K$1.89M0.5%$72.7KAdded$1.59M
Camden Ppty Tr19.2K$1.87M0.5%−$55.9KAdded$1.38M
Ecolab Inc.ECL7.01K$1.86M0.4%$10.7KAdded$1.06M
American Finl Group Inc Ohio14.4K$1.84M0.4%New
ConocophillipsCOP13.6K$1.8M0.4%$502.7KAdded$573.1K
Mueller Inds Inc16.2K$1.79M0.4%New
Wp Carey Inc26.2K$1.78M0.4%New
Loews CorpL16.6K$1.77M0.4%$22.4KAdded$120.9K
Te Connectivity PlcTEL8.47K$1.77M0.4%New
Portland Gen Elec Co33.4K$1.76M0.4%New
Take-Two Interactive Softwar8.82K$1.74M0.4%−$68.8KAdded$1.44M
Biomarin Pharmaceutical IncBMRN30.7K$1.74M0.4%−$52KAdded$685.1K
International Paper Co48.4K$1.73M0.4%−$19.9KAdded$1.52M
Public Svc Enterprise Grp In21.3K$1.72M0.4%New
PENTAIR plcPNR19.8K$1.72M0.4%New
Gaming & Leisure Pptys Inc38.7K$1.72M0.4%−$3.89KAdded$1.17M
Newmont Corp15.6K$1.69M0.4%$51.7KAdded$1.07M
Toro CoTTC17.9K$1.67M0.4%New
Price T Rowe Group IncTROW18.3K$1.65M0.4%New
Verisign Inc6.63K$1.65M0.4%$35.9KCut−$46K
HCA Healthcare, Inc.HCA3.48K$1.65M0.4%$15.2KAdded$529.7K
Bank America Corp33.7K$1.64M0.4%−$66.9KAdded$1.06M
NIKE, Inc.NKE31K$1.64M0.4%New
RTX CorpRTX8.45K$1.63M0.4%$42KAdded$817.9K
AecomACM19.3K$1.63M0.4%−$206.6KAdded−$193.4K
Veeva Sys Inc9.06K$1.59M0.4%New
Cummins IncCMI2.93K$1.58M0.4%$80.9KCut−$256K
Capital One Finl Corp8.59K$1.57M0.4%New
Wells Fargo Co New19.6K$1.56M0.4%New
Johnson & JohnsonJNJ6.21K$1.52M0.4%$164.5KAdded$608.9K
Nvr IncNVR230$1.52M0.4%New
Textron IncTXT17.3K$1.52M0.4%$1.8KAdded$1.11M
Jones Lang Lasalle IncJLL4.9K$1.49M0.4%New
New York Times CoNYT17.8K$1.49M0.4%$185.5KAdded$571.4K
Coca-Cola Europacific Partne16.2K$1.47M0.4%−$295Added$577.9K
Micron Technology IncMU4.33K$1.46M0.4%$210.3KAdded$318.5K
Workday, Inc.WDAY11.2K$1.46M0.4%−$715.5KAdded−$351.1K
Fidelity Natl Information Sv31K$1.45M0.4%−$396.1KAdded$106.6K
Universal Hlth Svcs Inc7.97K$1.43M0.3%−$55.9KAdded$1.12M
Crh Plc13.5K$1.42M0.3%−$131.5KAdded$584.8K
Lumentum Hldgs Inc2.01K$1.41M0.3%$671KCut$608.7K
General Mtrs Co18.9K$1.41M0.3%−$26KAdded$1.1M
Altria Group, Inc.MO21.1K$1.39M0.3%$175.6KCut−$138.2K
At&T Inc47.7K$1.38M0.3%$136.1KAdded$567.8K
Ralph Lauren CorpRL4.01K$1.38M0.3%New
Texas Roadhouse, Inc.TXRH8.32K$1.37M0.3%New
Monster Beverage Corp New18.9K$1.37M0.3%New
Procter And Gamble CoPG9.39K$1.36M0.3%$7.75KAdded$372.8K
ONE Gas, Inc.OGS15.7K$1.35M0.3%New
Warner Music Group Corp.WMG52.9K$1.35M0.3%New
Lauder Estee Cos Inc18.7K$1.34M0.3%New
Eversource EnergyES19.3K$1.34M0.3%New
Pinnacle Finl Partners Inc Com15.5K$1.33M0.3%New
Dow Inc.DOW31.9K$1.33M0.3%New
Analog Devices IncADI4.18K$1.33M0.3%$134.2KAdded$553.5K
Williams Cos Inc18K$1.31M0.3%$133KAdded$678.3K
Dollar Gen Corp New11K$1.31M0.3%New
Natera, Inc.NTRA6.53K$1.31M0.3%−$121.9KAdded$345.5K
Kla CorpKLAC883$1.3M0.3%New
Permian Resources CorpPR60.9K$1.3M0.3%New
Visa Inc.V4.29K$1.3M0.3%New
Performance Food Group CoPFGC15.1K$1.29M0.3%−$42.5KAdded$396.9K
Incyte CorpINCY13.7K$1.29M0.3%New
Revolution Medicines Inc13.1K$1.28M0.3%New
Ge Aerospace4.46K$1.27M0.3%New
Ionis Pharmaceuticals IncIONS16.8K$1.26M0.3%−$67.6KCut−$149K
Atlassian CorpTEAM18.5K$1.26M0.3%New
Watsco Inc3.44K$1.25M0.3%$92.2KCut$75.4K
Citigroup Inc10.8K$1.22M0.3%−$33.9KAdded$15.2K
Dicks Sporting Goods Inc6.14K$1.22M0.3%New
Fair Isaac CorpFICO1.14K$1.22M0.3%−$368.9KAdded$215.1K
Dropbox, Inc.DBX53.2K$1.21M0.3%−$106KAdded$629.9K
Reinsurance Grp Of America I5.87K$1.2M0.3%$1.36KAdded$804.9K
Expedia Group, Inc.EXPE5.13K$1.19M0.3%−$166.3KAdded$286.4K
TransunionTRU17.1K$1.18M0.3%New
Deere & CoDE2.09K$1.18M0.3%New
Guardant Health, Inc.GH12.8K$1.18M0.3%−$65.8KAdded$491.1K
Boyd Gaming CorpBYD14.3K$1.18M0.3%−$18.1KAdded$670.9K
Realty Income CorpO19.2K$1.17M0.3%$92.3KCut$15.8K
Ford Mtr Co101.1K$1.17M0.3%−$127.9KAdded$104.4K
Goldman Sachs Group Inc1.37K$1.16M0.3%New
Armstrong World Inds Inc New7.02K$1.16M0.3%New
Allstate Corp5.49K$1.14M0.3%New
Dycom Inds Inc3.34K$1.13M0.3%New
Waste Mgmt Inc Del4.9K$1.13M0.3%$49.4KCut−$590.2K
Pg&E Corp62.2K$1.09M0.3%$24.2KAdded$833.9K
Lockheed Martin CorpLMT1.8K$1.09M0.3%New
Teledyne Technologies IncTDY1.8K$1.09M0.3%New
DuPont de Nemours, Inc.DD23.4K$1.07M0.3%$131KCut−$59.1K
Equifax IncEFX5.85K$1.05M0.3%−$79KAdded$589.1K
Cytokinetics IncCYTK16K$1.05M0.3%New
Interactive Brokers Group In15.6K$1.04M0.3%$23.5KAdded$496.5K
Ugi Corp New28.4K$1.04M0.2%−$16.3KAdded$429.9K
Generac Hldgs Inc5.3K$1.03M0.2%$189.6KAdded$596.4K
Popular Inc7.66K$1.03M0.2%$17.6KAdded$800.4K
Sanmina CorpSANM7.91K$1.03M0.2%−$81.1KAdded$429.8K
Stag Indl IncSTAG28.4K$1.02M0.2%−$5.36KAdded$741.6K
Dominos Pizza IncDPZ2.84K$1.02M0.2%New
Regency Ctrs Corp13.5K$1.02M0.2%New
Oge Energy Corp.OGE21.2K$1.02M0.2%$111.4KCut−$24.2K
BXP, Inc.BXP19.4K$1.01M0.2%New
Omega Healthcare Invs Inc22.8K$1M0.2%−$11.9KCut−$67.4K
Somnigroup International Inc.SGI13.2K$975.8K0.2%New
Xylem Inc.XYL8.14K$973.3K0.2%New
Hasbro, Inc.HAS10.4K$971.5K0.2%$114.5KAdded$161.7K
Live Nation Entertainment In6.32K$964.3K0.2%$58.5KAdded$131K
Phillips Edison & Co Inc25.6K$957.1K0.2%$47.3KCut−$339.2K
InterDigital, Inc.IDCC3.16K$955.5K0.2%−$15.9KAdded$645.7K
Talen Energy CorpTLN2.99K$955.1K0.2%New
Ppl Corp24.7K$944.5K0.2%$78.6KCut−$481.7K
Advanced Energy Inds2.92K$943K0.2%$331.2KCut$313K
Universal Display Corp10.3K$941.4K0.2%New
Fidelity National Financial, Inc.FNF20.2K$935.5K0.2%−$165.6KCut−$347.4K
Rexford Indl Rlty Inc28.5K$931.9K0.2%New
Vici Pptys Inc33.7K$921.6K0.2%New
Nrg Energy, Inc.NRG6.29K$918.5K0.2%−$42.7KAdded$399.8K
Synchrony Financial13.4K$911K0.2%New
Broadridge Finl Solutions In5.58K$906.5K0.2%New
Elastic N.V.ESTC18.1K$902.8K0.2%−$290.3KAdded$42.2K
CareTrust REIT, Inc.CTRE24.1K$882.2K0.2%New
Ebay IncEBAY9.68K$881.1K0.2%New
Firstenergy CorpFE17.3K$878.1K0.2%$73.8KAdded$317K
Hubspot IncHUBS3.58K$874.6K0.2%−$330.4KAdded$31.1K
Adobe Inc.ADBE3.56K$864.4K0.2%New
Royal Gold IncRGLD3.39K$863.2K0.2%New
Flagstar Bank National Assoc64.6K$851.3K0.2%$37.5KCut−$244.1K
Cencora, Inc.COR2.71K$850.1K0.2%New
Insmed IncINSM5.17K$845.7K0.2%New
Tyler Technologies IncTYL2.46K$841.6K0.2%New
STERIS plcSTE3.79K$838.5K0.2%New
Moog Inc2.86K$837.5K0.2%$140.5KCut−$137.2K
Ametek Inc/AME3.86K$827K0.2%New
AramarkARMK20.3K$824.9K0.2%$74.9KCut−$174.7K
Itt Inc.ITT4.32K$822.1K0.2%$72.9KAdded$79.2K
Genuine Parts CoGPC7.75K$819.8K0.2%−$29.8KAdded$606.7K
Valmont Inds Inc2.04K$816.3K0.2%New
United Rentals, Inc.URI1.11K$812.3K0.2%New
Metallus Inc.MTUS49.4K$807.6K0.2%New
Gallagher Arthur J & Co3.72K$805.7K0.2%−$157KCut−$230.8K
Snap-on IncSNA2.21K$804.5K0.2%New
Synopsys IncSNPS2.03K$804.1K0.2%New
American Homes 4 Rent28.7K$802.2K0.2%New
Vulcan Matls Co2.91K$791.6K0.2%−$37.6KCut−$320.2K
Builders FirstSource, Inc.BLDR9.58K$788.4K0.2%−$184.3KAdded−$133.8K
Schwab Charles Corp8.36K$785.5K0.2%New
Hunt J B Trans Svcs Inc3.69K$780.9K0.2%New
News Corp New31.3K$780.3K0.2%−$37.2KCut−$1.13M
Macerich CoMAC41.3K$780K0.2%New
Block Inc12.9K$779.2K0.2%−$63.6KHeld
Ameren CorpAEE7.06K$776.4K0.2%$40.5KAdded$373.9K
Nnn Reit, Inc.NNN18.3K$771.2K0.2%$14.8KAdded$526.1K
Halozyme Therapeutics, Inc.HALO11.9K$770.6K0.2%New
Kinder Morgan Inc Del23K$770.5K0.2%$138.8KCut−$337.4K
Avnet IncAVT12.4K$762.5K0.2%New
Wesco Intl Inc2.79K$762K0.2%$80.7KCut−$648.1K
Cf Inds Hldgs Inc5.87K$761.5K0.2%$307.9KCut−$421.2K
Credicorp LtdBAP2.23K$757.7K0.2%$116.6KCut−$134K
General Mls IncGIS20.3K$753.7K0.2%−$103.6KAdded$234.6K
Williams Sonoma IncWSM4.13K$753.6K0.2%New
Flowserve CorpFLS10.2K$749K0.2%$42.1KCut−$155.2K
Becton Dickinson & CoBDX4.74K$745.1K0.2%New
Marriott Intl Inc New2.28K$744.7K0.2%New
Rush Enterprises Inc11.6K$744.2K0.2%New
Gamestop Corp New32.2K$742.9K0.2%New
Henry Jack & Assoc Inc4.69K$741.5K0.2%New
Fs Kkr Cap Corp72.1K$734.1K0.2%−$147.3KAdded$262.9K
Albemarle Corp4.09K$734.1K0.2%$155.8KCut−$289.2K
Rush Enterprises Inc11.1K$731K0.2%New
Align Technology IncALGN4.24K$727.4K0.2%New
Coherent Corp.COHR3.04K$725.3K0.2%New
Lithia Mtrs Inc2.9K$725.2K0.2%−$126.1KAdded$217.7K
GoDaddy Inc.GDDY8.72K$721.1K0.2%−$238.9KAdded$5.31K
Paycom Software, Inc.PAYC5.91K$718.8K0.2%−$223.7KCut−$396.6K
Nuvalent Inc7K$717K0.2%New
Blackline, Inc.BL19.3K$713.7K0.2%New
Bank New York Mellon Corp5.99K$711.1K0.2%$14.5KAdded$49.9K
Delta Air Lines Inc DelDAL10.7K$709.3K0.2%New
U Haul Holding Company14.8K$709.1K0.2%New
Red Rock Resorts, Inc.RRR13.3K$708.8K0.2%−$109.8KAdded−$83.2K
Affiliated Managers Group In2.54K$704.2K0.2%−$11.2KAdded$425.4K
Assurant Inc3.22K$700.5K0.2%New
Korn FerryKFY11.1K$699.6K0.2%New
Idex Corp3.68K$697K0.2%New
Ciena CorpCIEN1.78K$690.7K0.2%$274.6KCut−$184.9K
Lyft, Inc.LYFT51.7K$688K0.2%New
Axsome Therapeutics, Inc.AXSM4.06K$686.2K0.2%−$53.6KAdded−$32.3K
Hershey CoHSY3.3K$686K0.2%$85.5KCut$21.4K
Regeneron Pharmaceuticals, Inc.REGN887$685.3K0.2%New
Dynex Cap Inc53.3K$679.9K0.2%New
Group 1 Automotive IncGPI2.05K$678.8K0.2%−$128.7KCut−$189.2K
Dillards Inc1.18K$675.1K0.2%New
Toll Brothers, Inc.TOL4.91K$669.5K0.2%New
Dollar Tree, Inc.DLTR6.11K$669.4K0.2%New
Alamo Group IncALG4.05K$667.6K0.2%New
Microsoft CorpMSFT1.8K$665.2K0.2%New
Autozone IncAZO196$662K0.2%−$2.69KCut−$124.8K
Onto Innovation Inc.ONTO3.23K$662K0.2%New
Comcast Corp New23.2K$659.6K0.2%New
Bancorp Inc Del12.2K$655.6K0.2%−$55.4KAdded$384.5K
Mercury Genl Corp New7.43K$655K0.2%New
Granite Constr Inc5.46K$653.9K0.2%New
BridgeBio Pharma, Inc.BBIO8.8K$653.8K0.2%−$13.4KAdded$195.2K
Caci Intl Inc1.2K$653.7K0.2%$4.7KAdded$427.3K
Customers Bancorp Inc9.35K$649.1K0.2%New
Baxter Intl Inc38.3K$642.8K0.2%New
Ies Hldgs IncIESC1.35K$642.8K0.2%$47.6KAdded$431.1K
Irhythm Technologies IncIRTC5.42K$639.7K0.2%−$203.6KAdded$31.6K
Appfolio IncAPPF4.04K$637.6K0.2%New
Paramount Skydance CorpPSKY70.1K$632.2K0.2%New
Hanover Ins Group Inc3.64K$631K0.2%−$14KAdded$359.4K
Seaboard Corp Del111$627.6K0.2%New
Fedex CorpFDX1.76K$626.5K0.2%$118.4KCut−$280.5K
Advanced Drain Sys Inc Del4.56K$625.5K0.2%−$32.6KAdded$11.4K
Leidos Holdings, Inc.LDOS4.01K$623.8K0.1%New
Euronet Worldwide, Inc.EEFT9.39K$623.1K0.1%New
Lamar Advertising Co/NewLAMR4.92K$622.8K0.1%$393Cut−$504.3K
Simmons 1st Natl Corp31.9K$619.7K0.1%$19.1KCut−$352.3K
Pegasystems IncPEGA14.5K$617.7K0.1%New
Urban Outfitters IncURBN9.72K$615.8K0.1%−$48.9KAdded$306.5K
Bloom Energy CorpBE4.54K$614.9K0.1%New
Gap IncGAP25.4K$614.8K0.1%−$23.1KAdded$192.4K
Kbr, Inc.KBR16.7K$614.5K0.1%New
Sterling Infrastructure, Inc.STRL1.51K$613.3K0.1%New
Mid-Amer Apt Cmntys Inc5.02K$612.9K0.1%New
Extra Space Storage Inc.EXR4.64K$608.2K0.1%New
Immunovant, Inc.IMVT24.3K$602.9K0.1%New
Gilead Sciences, Inc.GILD4.29K$598K0.1%New
Telephone & Data Sys Inc14.2K$595.9K0.1%New
Cavco Inds Inc Del1.23K$595.7K0.1%New
Coupang, Inc.CPNG31.5K$595.5K0.1%−$43.4KAdded$378K
Unity Software Inc.U27K$593.2K0.1%New
Alliant Energy CorpLNT8.24K$591.4K0.1%New
Amcor Plc Com New14.8K$590.1K0.1%New
Autoliv IncALV5.61K$590.1K0.1%−$76KCut−$291.4K
Zebra Technologies Corporati2.82K$589.8K0.1%New
NOV Inc.NOV31.3K$588.7K0.1%New
Western Alliance Bancorp8.23K$583.1K0.1%New
Chesapeake Utils Corp4.61K$582.3K0.1%New
Osi Systems IncOSIS2.19K$582.3K0.1%$22.9KCut−$83.7K
Pinterest, Inc.PINS31.7K$581.6K0.1%−$175.2KAdded−$19K
Rbc Bearings IncRBC1.07K$579.5K0.1%$101KCut−$620K
Kratos Defense & Sec Solutio8.19K$577.7K0.1%New
Roku, IncROKU6.1K$577.5K0.1%New
Roivant Sciences Ltd.ROIV20.8K$577.3K0.1%$125.1KCut−$299.6K
RHRH4.12K$576.3K0.1%New
Graham Hldgs Co543$574.1K0.1%New
Keycorp28.4K$570.3K0.1%New
Safehold Inc.SAFE42.1K$570.3K0.1%−$4.66KAdded$171.7K
ESAB CorpESAB5.88K$568.2K0.1%−$65.8KAdded$80K
First Intst Bancsystem Inc17K$566.7K0.1%New
Alcoa CorpAA8.49K$563.3K0.1%$76.5KAdded$254.9K
APA CorpAPA13.2K$562.2K0.1%$162.8KAdded$340.7K
Livanova PlcLIVN8.79K$558.8K0.1%$11.4KAdded$214.1K
L3harris Technologies Inc1.61K$556.7K0.1%$83.2KCut−$102.6K
Carvana Co.CVNA1.76K$553.9K0.1%New
Buckle IncBKE11K$553K0.1%New
Ofg BancorpOFG13.6K$551.4K0.1%−$2.97KAdded$317K
Centene Corp Del16.8K$550.9K0.1%−$109.8KAdded$13.9K
Diamondback Energy, Inc.FANG2.78K$549.7K0.1%New
Simpson Mfg Inc3.19K$547K0.1%$31.2KAdded$51.4K
Franklin Resources IncBEN23.2K$546.9K0.1%New
Intel CorpINTC12.4K$545.8K0.1%$89.4KCut$58.7K
Voya Financial Inc7.9K$539.7K0.1%−$17.8KAdded$324.8K
Planet Fitness, Inc.PLNT7.25K$539.3K0.1%New
First Solar, Inc.FSLR2.72K$537.1K0.1%New
Artisan Partners Asset Mgmt14.7K$536.3K0.1%New
Merck & Co., Inc.MRK4.44K$534.3K0.1%New
Malibu Boats, Inc.MBUU20.6K$533K0.1%New
DT Midstream, Inc.DTM3.96K$533K0.1%New
UiPath, Inc.PATH47.4K$526K0.1%New
Western Digital CorpWDC1.94K$523.7K0.1%$190.2KCut−$421.4K
OPENLANE, Inc.OPLN17.9K$521.4K0.1%New
Morningstar, Inc.MORN3.07K$519K0.1%New
Invesco Ltd.IVZ21.3K$516.4K0.1%−$42.1KCut−$86.6K
Brookdale Sr Living Inc37.4K$512.3K0.1%$55.7KAdded$304.3K
Capital City Bk Group Inc11.7K$509.9K0.1%New
Sl Green Rlty Corp13.8K$508.6K0.1%New
Lantheus Hldgs Inc6.7K$507.8K0.1%$29.2KAdded$299K
Booking Holdings Inc.BKNG120$505.2K0.1%New
Marzetti Company3.65K$504.8K0.1%New
EnersysENS2.89K$502.4K0.1%$56.8KAdded$193.5K
Enovix CorpENVX96.7K$500.9K0.1%New
Encompass Health CorpEHC5.15K$497.3K0.1%New
Alexandria Real Estate Eq In10.7K$495.9K0.1%New
Etsy IncETSY9.91K$495.4K0.1%−$40.3KAdded$86.3K
East West Bancorp IncEWBC4.6K$491.4K0.1%−$25.5KAdded−$17K
Warrior Met Coal, Inc.HCC5.28K$491.4K0.1%New
Newmarket CorpNEU764$489.7K0.1%New
Merit Med Sys Inc7.09K$488.9K0.1%New
Great Southn Bancorp Inc7.73K$488.2K0.1%New
Enterprise Finl Svcs Corp9.02K$488.2K0.1%New
Target CorpTGT4.02K$486.7K0.1%New
Cass Information Sys Inc11K$483.5K0.1%$13.2KAdded$264.6K
EXPAND ENERGY CorpEXE4.4K$482.9K0.1%New
WisdomTree, Inc.WT33.1K$481.8K0.1%New
Upwork, IncUPWK43.9K$481.5K0.1%New
Azenta, Inc.AZTA22.6K$477K0.1%New
Moelis & CoMC8.35K$475.8K0.1%New
Knight-Swift Transn Hldgs In8.26K$475.3K0.1%New
Trinity Inds Inc14.7K$473.4K0.1%New
Mueller Wtr Prods Inc17.2K$473.2K0.1%$38.6KAdded$222.7K
Stifel Finl Corp6.4K$472.8K0.1%−$328.1KCut−$1.21M
PagSeguro Digital Ltd.PAGS47.2K$472.5K0.1%$9.44KAdded$233K
Host Hotels & Resorts, Inc.HST24.6K$472.2K0.1%New
Tutor Perini CorpTPC6.11K$471.6K0.1%$62.1KCut$31.3K
Us Foods Hldg Corp5.11K$471.3K0.1%$86.3KCut−$380.2K
Eli Lilly & CoLLY512$470.9K0.1%−$79.3KCut−$804.7K
Impinj IncPI4.57K$469K0.1%New
Resmed Inc2.09K$468.3K0.1%New
Glaukos CorpGKOS4.35K$468.1K0.1%New
Eagle Bancorp Inc Md18.8K$466.8K0.1%$51.2KAdded$148.9K
Mohawk Inds Inc4.74K$466.2K0.1%New
National Healthcare CorpNHC2.91K$464.9K0.1%$42.5KAdded$207K
Tetra Tech Inc New15.3K$461.9K0.1%−$32.3KAdded$145.6K
Hubbell IncHUBB938$460.3K0.1%New
Lear CorpLEA3.79K$458.9K0.1%New
Autonation, Inc.AN2.35K$458.1K0.1%−$26.3KCut−$97.8K
Tennant CoTNC6.87K$456.2K0.1%New
Travel Plus Leisure Co6.56K$453.7K0.1%New
Td Synnex CorpSNX2.68K$452.8K0.1%$49.6KCut−$522.6K
Applovin CorpAPP1.14K$452.5K0.1%New
Woodward, Inc.WWD1.25K$446K0.1%New
Laureate Education, Inc.LAUR12.8K$445.7K0.1%New
Salesforce, Inc.CRM2.38K$443.3K0.1%−$166KAdded−$118.8K
United Airls Hldgs Inc4.8K$442.4K0.1%New
Freeport-Mcmoran IncFCX7.52K$442.2K0.1%New
Watts Water Technologies IncWTS1.51K$439.5K0.1%$20.2KAdded$48.4K
GLOBALFOUNDRIES Inc.GFS9.86K$438.8K0.1%$94.3KCut$34K
FabrinetFN840$438.1K0.1%$55.6KCut−$402.8K
International Bancshares Cor6.51K$437.9K0.1%New
Mge Energy IncMGEE5.61K$433.9K0.1%New
Chevron Corp NewCVX2.1K$433.7K0.1%New
Eqt CorpEQT6.8K$433K0.1%$68.3KCut−$943.6K
Prestige Consmr Healthcare I7.3K$432.7K0.1%New
Cracker Barrel Old Ctry Stor15.4K$432.5K0.1%New
Getty Rlty Corp New13.5K$429.9K0.1%New
Occidental Pete Corp6.58K$427.8K0.1%New
Lazard, Inc.LAZ10.1K$427.2K0.1%−$45.4KAdded$64.8K
Arrowhead Pharmaceuticals In6.79K$425.8K0.1%New
Armour Residential Reit Inc25.4K$423.4K0.1%−$25.6KCut−$522.3K
Lsb Inds Inc28.4K$422.6K0.1%$181.5KCut$153.1K
Cna Finl Corp9.2K$422.6K0.1%New
Bancfirst Corp3.88K$421.1K0.1%New
Mirum Pharmaceuticals, Inc.MIRM4.56K$421.1K0.1%New
Vornado Rlty Tr16.2K$420.3K0.1%New
Cactus, Inc.WHD8.81K$417.6K0.1%New
Lxp Industrial Trust9K$416.5K0.1%New
Trupanion, Inc.TRUP16.2K$415.7K0.1%New
Check Point Software Tech Lt2.91K$415.7K0.1%New
Disc Medicine, Inc.IRON6.49K$414.9K0.1%New
Capri Holdings Limited23.5K$414.7K0.1%New
Biogen Inc.BIIB2.25K$412.1K0.1%$16.5KCut−$446K
Brightstar Lottery PLCBRSL32.3K$412K0.1%New
Tractor Supply Co9.08K$411.3K0.1%New
Bio-Techne CorpTECH7.83K$409.3K0.1%New
Omnicom Group Inc.OMC5.42K$408.5K0.1%New
Las Vegas Sands CorpLVS7.54K$406.4K0.1%−$84.5KCut−$770K
Affirm Hldgs Inc8.84K$405.2K0.1%New
Littelfuse Inc1.19K$403.5K0.1%New
Unum Group5.5K$401.3K0.1%−$24.6KCut−$480K
Staar Surgical CoSTAA21.4K$401.1K0.1%New
Ge Healthcare Technologies I5.62K$400K0.1%New
Houlihan Lokey, Inc.HLI2.78K$399K0.1%New
Cto Rlty Growth Inc New21.6K$398.6K0.1%$1.72KCut−$18.1K
3M COMMM2.74K$397.5K0.1%−$40.7KCut−$644.1K
Willis Towers Watson PlcWTW1.36K$396.2K0.1%New
Amphenol Corp New3.13K$396K0.1%New
Orthofix Med Inc34.5K$395.6K0.1%New
Globalstar, Inc.GSAT5.93K$394.1K0.1%New
Nmi Hldgs Inc10.5K$392.3K0.1%−$34.3KCut−$516.6K
Docusign, Inc.DOCU8.26K$391.7K0.1%−$173.4KCut−$763.7K
Hecla Mng Co20.9K$389.5K0.1%New
Lamb Weston Hldgs Inc9.13K$385.9K0.1%New
Schneider National, Inc.SNDR14.6K$384.9K0.1%New
Roblox CorpRBLX6.77K$382.7K0.1%New
Credo Technology Group Holdi4.07K$382.3K0.1%New
A10 Networks, Inc.ATEN16.5K$382.2K0.1%New
Harmonic Inc.HLIT42.5K$381.6K0.1%−$31.1KAdded$43.6K
Viking Therapeutics, Inc.VKTX11.7K$381K0.1%New
Rhythm Pharmaceuticals, Inc.RYTM4.38K$380.8K0.1%New
Mccormick & Co Inc7.52K$379.5K0.1%New
Texas Cap Bancshares Inc4K$379.4K0.1%New
Rivian Automotive Inc25.2K$379.2K0.1%−$85.7KAdded$16.6K
Lkq CorpLKQ12.9K$378.4K0.1%New
Makemytrip Limited Mauritius10.1K$375.1K0.1%−$224KAdded−$35.3K
Sabra Health Care REIT, Inc.SBRA19.5K$375K0.1%$5.65KCut−$169K
Rambus Inc Del4.35K$374.3K0.1%−$25.5KCut−$160.1K
State Str Corp2.97K$373.9K0.1%−$9.78KCut−$1.41M
Black Hills Corp5.38K$373.2K0.1%New
Jackson Financial Inc3.49K$369.3K0.1%New
Greenlight Capital Re, Ltd.GLRE21.3K$368.7K0.1%New
Ttm Technologies IncTTMI3.78K$368.5K0.1%New
CoreCivic, Inc.CXW19.5K$368.5K0.1%New
Seagate Technology Hldngs Pl935$366.3K0.1%New
Owens Corning New3.38K$366K0.1%−$12.5KCut−$422K
Crane Company2.13K$364.6K0.1%New
Vital Farms, Inc.VITL25.8K$364.1K0.1%New
Nebius Group N.V.NBIS3.5K$363.3K0.1%New
Plexus CorpPLXS1.79K$363.2K0.1%$99.6KCut−$169.6K
Agnc Invt Corp36.1K$362.3K0.1%New
Commercial Metals CoCMC5.89K$361.9K0.1%New
Green Brick Partners Inc5.61K$361.5K0.1%$8.05KAdded$79.6K
Cigna GroupCI1.35K$361.4K0.1%−$11.5KCut−$498.6K
Mesa Labs Inc4.08K$360.6K0.1%New
Everest Group, Ltd.EG1.09K$357.9K0.1%New
Weatherford Intl Plc3.78K$357.5K0.1%New
Tg Therapeutics, Inc.TGTX10.7K$356.5K0.1%New
Viasat IncVSAT7.74K$354.4K0.1%New
Gibraltar Inds Inc8.87K$353.6K0.1%New
Hilltop Holdings Inc.HTH9.79K$350.6K0.1%New
Travelers Companies, Inc.TRV1.19K$348.3K0.1%$1.93KCut−$1.58M
Cars.com Inc.CARS42.8K$347.7K0.1%−$106.3KAdded$29.8K
Corcept Therapeutics IncCORT8.61K$347.1K0.1%New
Iac IncPPLI8.66K$346.7K0.1%New
Southern Mo Bancorp Inc5.41K$345.9K0.1%New
Enviri CorpNVRI17.4K$341.5K0.1%New
Camping World Hldgs Inc49.8K$340.3K0.1%−$68.7KAdded$109.7K
Penguin Solutions, Inc.PENG19.3K$339.4K0.1%New
Trustco Bk Corp N Y7.71K$337.3K0.1%$14.5KAdded$92.3K
Gartner IncIT2.13K$336.5K0.1%−$185.2KAdded−$160.8K
Hamilton Lane IncHLNE3.38K$335.5K0.1%New
Asbury Automotive Group IncABG1.71K$334.7K0.1%New
Vaxcyte, Inc.PCVX5.75K$334.3K0.1%New
Topbuild Corp951$334.1K0.1%New
Nutanix, Inc.NTNX8.73K$331.9K0.1%New
Casella Waste Sys Inc4.15K$329K0.1%New
Enova Intl Inc2.41K$327.6K0.1%New
Bath & Body Works, Inc.BBWI17.5K$327.3K0.1%−$24.7KCut−$168.7K
CubesmartCUBE9.02K$325.7K0.1%New
Sanfilippo John B & Son IncJBSS4.09K$324.7K0.1%New
Ltc Pptys Inc8.68K$322.7K0.1%New
Northern Tr Corp2.31K$322.4K0.1%$6.88KCut−$1.18M
Post Hldgs Inc3.26K$322.3K0.1%New
Chefs Whse Inc5.38K$320K0.1%−$15.5KCut−$59.7K
Pc Connection IncCNXN5.47K$319.8K0.1%New
Brady CorpBRC3.9K$317.2K0.1%$11.2KCut−$107.2K
MongoDB, Inc.MDB1.29K$315.8K0.1%New
Southwest Airls Co8.34K$313.2K0.1%−$31.3KCut−$1.11M
Crispr Therapeutics AgCRSP6.58K$312.9K0.1%New
PENN Entertainment, Inc.PENN20.8K$312.4K0.1%New
Molson Coors Beverage Co7.25K$312.1K0.1%New
Northeast Bk Portland Me2.77K$311.6K0.1%New
Ryder Sys Inc1.52K$311.2K0.1%$15.4KAdded$90.3K
Bjs Restaurants IncBJRI8.86K$310.8K0.1%New
Pdf Solutions IncPDFS9.47K$309.9K0.1%New
The Campbells Company13.9K$309.8K0.1%New
Safety Ins Group Inc4.25K$308.8K0.1%−$22.4KCut−$126.8K
Highwoods Pptys Inc14.3K$306.9K0.1%New
C3.ai, Inc.AI36.3K$305.9K0.1%New
Arista Networks, Inc.ANET2.49K$305.4K0.1%New
Brookfield Renewable CorpBEPC7.63K$304K0.1%New
Kymera Therapeutics, Inc.KYMR3.62K$301.3K0.1%New
Xometry, Inc.XMTR7.37K$301.1K0.1%New
Csw Industrials, Inc.CSW1.15K$300.4K0.1%New
Alignment Healthcare, Inc.ALHC17K$299.9K0.1%New
Hormel Foods Corp13.1K$297.3K0.1%New
Independence Rlty Tr Inc19.9K$296K0.1%New
Boeing Co1.48K$295.2K0.1%New
Array Digital Infrastructure6.4K$295.1K0.1%New
Coeur Mng Inc15.7K$294.7K0.1%$14.8KCut−$201.7K
Essential Pptys Rlty Tr Inc9.69K$294.1K0.1%New
Expro Group Holdings Nv16.8K$292.3K0.1%New
Aptargroup, Inc.ATR2.3K$290.4K0.1%New
Ambarella IncAMBA5.63K$289.8K0.1%New
Coca Cola Cons Inc1.51K$289.7K0.1%$58.1KCut−$290.7K
Cogent Communications Hldgs15.1K$284.9K0.1%New
Axis Cap Hldgs Ltd2.81K$284.5K0.1%New
Floor & Decor Hldgs Inc5.54K$281.5K0.1%−$55.9KCut−$162.2K
Ryan Specialty Holdings, Inc.RYAN8.32K$280.7K0.1%New
Smith & Wesson Brands, Inc.SWBI19.3K$276.3K0.1%New
Otis Worldwide CorpOTIS3.57K$275K0.1%−$36.6KCut−$732.6K
Liberty Energy Inc.LBRT9.54K$274.8K0.1%New
Essent Group Ltd.ESNT4.69K$274K0.1%−$30.8KCut−$439.7K
BILL Holdings, Inc.BILL7.13K$273.2K0.1%−$115.8KCut−$141.9K
Cleveland-Cliffs Inc New32.2K$272.1K0.1%−$155.5KCut−$224.9K
Trimas CorpTRS7.55K$271.2K0.1%$3.7KCut−$402.8K
Tpg Inc6.68K$270.6K0.1%New
Hingham Instn Svgs Mass946$270.4K0.1%New
Broadstone Net Lease, Inc.BNL14.8K$270.3K0.1%New
Hawaiian Elec Industries18K$267.8K0.1%New
Scansource, Inc.SCSC7.36K$267.3K0.1%New
United Nat Foods Inc5.91K$266.3K0.1%New
Carnival Corp Ltd.CCL10.3K$265.8K0.1%New
Rollins IncROL4.93K$263.3K0.1%New
Chemed Corp New696$262.9K0.1%New
Cohu IncCOHU8.57K$262.6K0.1%$63KCut−$60.6K
Amneal Pharmaceuticals, Inc.AMRX21K$261.2K0.1%New
StoneCo Ltd.STNE18.4K$260.2K0.1%−$8.45KAdded$73.7K
Snap IncSNAP56.4K$259.3K0.1%−$130.3KAdded−$43.7K
Eplus IncPLUS3.42K$257.3K0.1%−$40.2KAdded−$25.9K
Block H & R Inc8.09K$256.9K0.1%New
Epr Pptys5.14K$256.6K0.1%New
Teradata Corp Del9.98K$255.8K0.1%New
Patterson Uti Energy IncPTEN23.4K$252.9K0.1%New
Verisk Analytics, Inc.VRSK1.33K$252K0.1%New
Azz IncAZZ2.01K$251.3K0.1%New
Archrock, Inc.AROC7.21K$251K0.1%$63.3KCut−$177.6K
Louisiana Pac Corp3.44K$250.6K0.1%New
Weis Mkts Inc3.64K$248.7K0.1%New
Solaredge Technologies, Inc.SEDG4.86K$248.2K0.1%New
Illumina, Inc.ILMN1.99K$245.5K0.1%−$15.7KCut−$280.7K
Wynn Resorts LtdWYNN2.41K$244.6K0.1%−$45.2KCut−$654K
Acm Resh Inc6.2K$244.1K0.1%New
Wayfair Inc.W3.24K$243.6K0.1%New
Victorias Secret And Co5.21K$241.7K0.1%New
Asana, Inc.ASAN37.4K$239.6K0.1%−$125.8KAdded$3.64K
Albertsons Cos IncACI14K$239.3K0.1%New
Peapack-Gladstone Finl Corp6.8K$239.3K0.1%New
Molina Healthcare, Inc.MOH1.79K$239.1K0.1%−$72.2KCut−$93K
Pennymac Finl Svcs Inc New2.73K$239K0.1%New
Globus Med Inc2.76K$237.9K0.1%−$3.17KCut−$566.2K
Netgear, Inc.NTGR10.8K$236.9K0.1%New
Gentherm IncTHRM8.51K$236.4K0.1%New
Willdan Group, Inc.WLDN3.08K$236K0.1%New
Biglari Hldgs Inc135$235.3K0.1%New
Calix, IncCALX4.8K$235.1K0.1%−$18.9KCut−$93.9K
Madison Square Garden Entmt3.92K$231.2K0.1%$19.7KCut−$76.7K
Ecovyst Inc.ECVT17.9K$230.5K0.1%New
Ituran Location And Control4.68K$229.3K0.1%New
Scholastic CorpSCHL5.85K$228.6K0.1%New
Credit Accep Corp Mich539$228.2K0.1%−$10.8KCut−$217.4K
Heartland Express IncHTLD21.9K$227.8K0.1%New
Stride, Inc.LRN2.58K$227.2K0.1%$59.9KCut−$2.9K
Procept Biorobotics CorpPRCT9.05K$226.3K0.1%−$58.4KCut−$221.1K
Ati IncATI1.55K$224.9K0.1%$47.5KCut−$75.3K
California Wtr Svc Group4.95K$224.3K0.1%New
Chord Energy CorpCHRD1.57K$223.6K0.1%$77.8KCut−$197.7K
National Bk Hldgs Corp5.7K$223.2K0.1%New
Zillow Group Inc5.37K$222.3K0.1%New
Community Tr Bancorp Inc3.64K$220.9K0.1%New
Sinclair, Inc.SBGI17K$220.3K0.1%−$27.5KAdded$42.2K
Atkore Inc.ATKR3.74K$220.1K0.1%−$16.2KCut−$144.6K
Valero Energy Corp890$219.9K0.1%$75KCut−$1.01M
Resideo Technologies, Inc.REZI6.52K$219.8K0.1%New
Seneca Foods Corp New1.45K$219.6K0.1%New
Albany Intl Corp4.19K$218.6K0.1%New
Devon Energy Corp New4.33K$217.8K0.1%$59.3KCut−$422.6K
Ingevity CorpNGVT3.06K$217.8K0.1%New
National Presto Inds Inc1.57K$215.6K0.1%New
Independent Bk Corp Mass2.86K$215.3K0.1%New
Antero Resources CorpAR5.04K$214.1K0.1%$40.3KCut−$166.2K
Gen Digital Inc11.4K$213.8K0.1%New
Stepan CoSCL4.27K$213.4K0.1%New
Unitil CorpUTL4.07K$212.7K0.1%New
Esquire Finl Hldgs Inc1.97K$212.1K0.1%New
Catalyst Pharmaceuticals Inc8.56K$212K0.1%New
Darling Ingredients Inc.DAR3.42K$211.4K0.1%New
Radian Group IncRDN6.37K$210.8K0.1%New
WEX Inc.WEX1.37K$210.3K0.1%New
SentinelOne, Inc.S16.2K$208.3K0.1%−$34.3KCut−$50.1K
Quanex Bldg Prods Corp11.5K$207.4K0.1%New
Oil Sts Intl Inc17.8K$207.3K0.1%New
Viavi Solutions Inc.VIAV6.23K$207.2K0.1%New
Wsfs Finl Corp3.16K$207K0.1%New
Par Technology CorpPAR15.5K$206.6K0.1%−$267.3KAdded−$216K
Imax CorpIMAX5.42K$206.2K0.1%$5.7KCut−$500.1K
Oshkosh CorpOSK1.39K$204.9K0.0%New
Evercore Inc.EVR685$204.5K0.0%−$28.6KCut−$609.1K
Kyndryl Hldgs Inc15.6K$204.4K0.0%New
Helix Energy Solutions Grp I20.6K$204K0.0%New
Hexcel Corp New2.51K$203.4K0.0%$17.7KCut−$110.4K
Zeta Global Holdings Corp.ZETA12.8K$203.1K0.0%New
Macom Tech Solutions Hldgs I911$202.3K0.0%New
Kura Oncology, Inc.KURA24.8K$201.8K0.0%New
Larimar Therapeutics, Inc.LRMR44K$198K0.0%New
RXO, Inc.RXO13.3K$193.7K0.0%$26.2KCut−$184.9K
Adma Biologics, Inc.ADMA21.5K$193.5K0.0%New
Tronox Holdings PlcTROX18.7K$182.9K0.0%$104.8KCut−$13.5K
Huntsman CorpHUN13.7K$181.9K0.0%$45.2KCut$26K
AvePoint, Inc.AVPT18.4K$174.5K0.0%−$80.4KCut−$230.8K
Mattel Inc11.2K$163.1K0.0%New
Biohaven Ltd.BHVN18.7K$157.9K0.0%−$52.8KCut−$254.8K
Sunrun Inc.RUN11.6K$157.7K0.0%New
SI-BONE, Inc.SIBN12.3K$155.8K0.0%New
Super Group Sghc Limited14.4K$155.2K0.0%−$16.5KCut−$45K
Gladstone Ld Corp14.8K$150.5K0.0%New
Arbutus Biopharma CorpABUS32.6K$146.6K0.0%−$8.81KAdded$9.92K
Ncr Voyix Corporation21.1K$133.7K0.0%New
Replimune Group, Inc.REPL17.2K$131.8K0.0%−$35.7KCut−$39.8K
Angiodynamics IncANGO10.1K$115.2K0.0%New
Coursera, Inc.COUR18.7K$108.8K0.0%New
Medical Pptys Trust IncMPT22.3K$103.2K0.0%New
Lumen Technologies, Inc.LUMN14.8K$103K0.0%New
Stratasys Ltd.SSYS12.8K$100K0.0%New
Global Net Lease Inc10.2K$95.5K0.0%$7.76KCut−$382.8K
Cadiz Inc19.1K$93.7K0.0%New
Phreesia, Inc.PHR10.5K$88.1K0.0%New
REGENXBIO Inc.RGNX10.2K$85.9K0.0%−$61.7KCut−$165.2K
BrightSpire Capital, Inc.BRSP15.2K$85K0.0%−$0Cut−$101.2K
Savara IncSVRA15.5K$84.4K0.0%New
Wave Life Sciences Ltd.WVE10.1K$73.5K0.0%−$98.8KCut−$107.4K
Ardagh Metal Packaging S A15.5K$62.9K0.0%New

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.