13F

Investor

INCEPTIONR LLC

CIK 0001821561 · filed 2026-02-11 · SEC filing

13F book

$360.4M

Positions

580

Largest name

0.5%

Medtronic Plc · MDT

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Medtronic PlcMDT20.4K$1.96M0.5%Held
Ameriprise Finl Inc3.98K$1.95M0.5%Held
Iron Mtn Inc Del23.5K$1.95M0.5%Held
American Tower Corp New11.1K$1.95M0.5%Held
Nisource Inc.NI46.5K$1.94M0.5%Held
Travelers Companies, Inc.TRV6.65K$1.93M0.5%Held
News Corp New73.1K$1.91M0.5%Held
Automatic Data Processing In7.37K$1.9M0.5%Held
Cummins IncCMI3.59K$1.83M0.5%Held
Curtiss Wright CorpCW3.3K$1.82M0.5%Held
AecomACM19.1K$1.82M0.5%Held
Workday, Inc.WDAY8.43K$1.81M0.5%Held
Mercadolibre IncMELI888$1.79M0.5%Held
State Str Corp13.9K$1.79M0.5%Held
Kimberly Clark CorpKMB17.6K$1.78M0.5%Held
Smucker J M Co17.6K$1.72M0.5%Held
Waste Mgmt Inc Del7.81K$1.72M0.5%Held
Verisign Inc6.97K$1.69M0.5%Held
Stifel Finl Corp13.4K$1.68M0.5%Held
Marsh & Mclennan Cos Inc8.98K$1.67M0.5%Held
Loews CorpL15.7K$1.65M0.5%Held
Dell Technologies Inc.DELL12.6K$1.59M0.4%Held
American Elec Pwr Co Inc13.7K$1.58M0.4%Held
Equity Lifestyle Pptys IncELS26K$1.57M0.4%Held
Tyson Foods, Inc.TSN26.7K$1.56M0.4%Held
Altria Group, Inc.MO26.5K$1.53M0.4%Held
Hp IncHPQ67.8K$1.51M0.4%Held
Northern Tr Corp11K$1.5M0.4%Held
Sysco CorpSYY20.3K$1.49M0.4%Held
Crown Castle Inc.CCI16.8K$1.49M0.4%Held
Ventas, Inc.VTR19.3K$1.49M0.4%Held
Roper Technologies IncROP3.35K$1.49M0.4%Held
Us Bancorp Del27.6K$1.47M0.4%Held
Dynatrace, Inc.DT33.6K$1.46M0.4%Held
Corpay, Inc.CPAY4.83K$1.45M0.4%Held
Archer-Daniels-Midland CoADM24.8K$1.43M0.4%Held
Ppl Corp40.7K$1.43M0.4%Held
Southwest Airls Co34.4K$1.42M0.4%Held
General Dynamics CorpGD4.22K$1.42M0.4%Held
Applied Matls Inc5.52K$1.42M0.4%Held
Ionis Pharmaceuticals IncIONS17.9K$1.41M0.4%Held
Wesco Intl Inc5.76K$1.41M0.4%Held
Philip Morris Intl Inc8.73K$1.4M0.4%Held
Pulte Group Inc11.9K$1.4M0.4%Held
Zoetis Inc.ZTS11.1K$1.4M0.4%Held
Trimble Inc.TRMB17.8K$1.4M0.4%Held
Eqt CorpEQT25.7K$1.38M0.4%Held
Equinix IncEQIX1.76K$1.35M0.4%Held
Fidelity Natl Information Sv20.3K$1.35M0.4%Held
Nucor CorpNUE8.2K$1.34M0.4%Held
Procore Technologies, Inc.PCOR18.3K$1.33M0.4%Held
AbbVie Inc.ABBV5.81K$1.33M0.4%Held
Phillips Edison & Co Inc36.4K$1.3M0.4%Held
Fidelity National Financial, Inc.FNF23.5K$1.28M0.4%Held
Eli Lilly & CoLLY1.19K$1.28M0.4%Held
Carlyle Group Inc21.2K$1.26M0.3%Held
Equitable Hldgs Inc26.1K$1.24M0.3%Held
International Flavors&Fragra18.4K$1.24M0.3%Held
Bok Finl Corp10.4K$1.23M0.3%Held
Valero Energy Corp7.55K$1.23M0.3%Held
ConocophillipsCOP13.1K$1.23M0.3%Held
Citigroup Inc10.3K$1.21M0.3%Held
Rbc Bearings IncRBC2.67K$1.2M0.3%Held
Cf Inds Hldgs Inc15.3K$1.18M0.3%Held
Exelon CorpEXC27.1K$1.18M0.3%Held
Las Vegas Sands CorpLVS18.1K$1.18M0.3%Held
Watsco Inc3.49K$1.17M0.3%Held
Realty Income CorpO20.6K$1.16M0.3%Held
Docusign, Inc.DOCU16.9K$1.16M0.3%Held
Micron Technology IncMU4.01K$1.15M0.3%Held
Home Bancshares IncHOMB41.2K$1.14M0.3%Held
Vistra Corp.VST7.09K$1.14M0.3%Held
SPX Technologies, Inc.SPXC5.69K$1.14M0.3%Held
DuPont de Nemours, Inc.DD28.1K$1.13M0.3%Held
Public Storage Oper Co4.34K$1.13M0.3%Held
Lamar Advertising Co/NewLAMR8.9K$1.13M0.3%Held
TechnipFMC PLCFTI25.2K$1.12M0.3%Held
Chubb Limited3.58K$1.12M0.3%Held
HCA Healthcare, Inc.HCA2.39K$1.12M0.3%Held
Paycom Software, Inc.PAYC7K$1.12M0.3%Held
Vulcan Matls Co3.9K$1.11M0.3%Held
Yum China Hldgs Inc23.2K$1.11M0.3%Held
Kinder Morgan Inc Del40.3K$1.11M0.3%Held
Spotify Technology S.A.SPOT1.89K$1.1M0.3%Held
Flagstar Bank National Assoc87K$1.1M0.3%Held
BWX Technologies, Inc.BWXT6.27K$1.08M0.3%Held
Akamai Technologies IncAKAM12.4K$1.08M0.3%Held
Insulet CorpPODD3.79K$1.08M0.3%Held
Omega Healthcare Invs Inc24.1K$1.07M0.3%Held
Ford Mtr Co81K$1.06M0.3%Held
Zimmer Biomet Holdings, Inc.ZBH11.8K$1.06M0.3%Held
Biomarin Pharmaceutical IncBMRN17.7K$1.05M0.3%Held
Verizon Communications IncVZ25.7K$1.05M0.3%Held
3M COMMM6.51K$1.04M0.3%Held
Oge Energy Corp.OGE24.4K$1.04M0.3%Held
Gallagher Arthur J & Co4K$1.04M0.3%Held
Amcor Plc123.9K$1.03M0.3%Held
Enact Hldgs Inc26K$1.03M0.3%Held
Renaissancere Hldgs Ltd3.66K$1.03M0.3%Held
Albemarle Corp7.24K$1.02M0.3%Held
Amgen IncAMGN3.1K$1.01M0.3%Held
Vertiv Holdings CoVRT6.23K$1.01M0.3%Held
Otis Worldwide CorpOTIS11.5K$1.01M0.3%Held
Pinnacle Finl Partners Inc10.6K$1.01M0.3%Held
Fair Isaac CorpFICO592$1M0.3%Held
Tecnoglass Inc19.9K$999.7K0.3%Held
AramarkARMK27.1K$999.6K0.3%Held
Datadog, Inc.DDOG7.28K$989.9K0.3%Held
Procter And Gamble CoPG6.86K$983.4K0.3%Held
Td Synnex CorpSNX6.49K$975.4K0.3%Held
Moog Inc4K$974.7K0.3%Held
Simmons 1st Natl Corp51.6K$972K0.3%Held
Fortinet, Inc.FTNT12.2K$971.5K0.3%Held
Mgic Invt Corp Wis33.2K$970K0.3%Held
Eog Res Inc9.24K$969.9K0.3%Held
Welltower Inc.WELL5.18K$960.9K0.3%Held
Alnylam Pharmaceuticals, Inc.ALNY2.42K$960.3K0.3%Held
Natera, Inc.NTRA4.19K$959.7K0.3%Held
D R Horton Inc6.62K$953.6K0.3%Held
Gates Indl Corp Plc44.2K$948.7K0.3%Held
Armour Residential Reit Inc53.5K$945.7K0.3%Held
Western Digital CorpWDC5.49K$945.1K0.3%Held
Steel Dynamics IncSTLD5.5K$932.7K0.3%Held
Builders FirstSource, Inc.BLDR8.96K$922.2K0.3%Held
Tapestry, Inc.TPR7.2K$919.3K0.3%Held
New York Times CoNYT13.2K$914.8K0.3%Held
Trade Desk, Inc.TTD24.1K$914.1K0.3%Held
Bentley Sys Inc23.9K$913.6K0.3%Held
Nmi Hldgs Inc22.3K$908.9K0.3%Held
Johnson & JohnsonJNJ4.39K$908.1K0.3%Held
Fedex CorpFDX3.14K$907K0.3%Held
Eaton Corp PlcETN2.85K$906.5K0.3%Held
Flowserve CorpFLS13K$904.2K0.3%Held
Expedia Group, Inc.EXPE3.17K$898.9K0.2%Held
Wynn Resorts LtdWYNN7.47K$898.6K0.2%Held
Performance Food Group CoPFGC9.99K$898K0.2%Held
Paccar IncPCAR8.15K$892.4K0.2%Held
Credicorp LtdBAP3.11K$891.7K0.2%Held
Coca-Cola Europacific Partne9.82K$890.5K0.2%Held
Autoliv IncALV7.43K$881.5K0.2%Held
Unum Group11.4K$881.3K0.2%Held
Roivant Sciences Ltd.ROIV40.4K$876.9K0.2%Held
Ciena CorpCIEN3.74K$875.6K0.2%Held
Group 1 Automotive IncGPI2.21K$868K0.2%Held
Pfizer IncPFE34.8K$867.2K0.2%Held
Service Corp Intl11.1K$862.3K0.2%Held
Elastic N.V.ESTC11.4K$860.5K0.2%Held
Cigna GroupCI3.13K$860.1K0.2%Held
Biogen Inc.BIIB4.88K$858.1K0.2%Held
Rithm Capital Corp78.5K$855.8K0.2%Held
Us Foods Hldg Corp11.3K$851.5K0.2%Held
Invitation Homes Inc.INVH30.4K$845.9K0.2%Held
Hubspot IncHUBS2.1K$843.5K0.2%Held
Block Inc12.9K$842.8K0.2%Held
FabrinetFN1.85K$840.9K0.2%Held
Ross Stores, Inc.ROST4.67K$840.7K0.2%Held
Marvell Technology, Inc.MRVL9.86K$837.9K0.2%Held
Crh Plc6.68K$833.7K0.2%Held
Live Nation Entertainment In5.85K$833.3K0.2%Held
Cms Energy Corp11.8K$822.4K0.2%Held
Federal Rlty Invt Tr New8.13K$819.3K0.2%Held
Cullen Frost Bankers Inc6.45K$817K0.2%Held
At&T Inc32.8K$814.6K0.2%Held
Evercore Inc.EVR2.39K$813.5K0.2%Held
Neurocrine Biosciences IncNBIX5.72K$811.8K0.2%Held
RTX CorpRTX4.42K$811.5K0.2%Held
Hasbro, Inc.HAS9.88K$809.8K0.2%Held
Ecolab Inc.ECL3.07K$805.4K0.2%Held
Globus Med Inc9.21K$804.1K0.2%Held
Lumentum Hldgs Inc2.18K$802.4K0.2%Held
Citizens Finl Group Inc13.6K$796.9K0.2%Held
Red Rock Resorts, Inc.RRR12.8K$792K0.2%Held
Draftkings Inc New23K$791.5K0.2%Held
Cardinal Health IncCAH3.85K$791K0.2%Held
Owens Corning New7.04K$788K0.2%Held
Autozone IncAZO232$786.8K0.2%Held
Analog Devices IncADI2.86K$775.4K0.2%Held
First Indl Rlty Tr Inc13.5K$772.6K0.2%Held
Raymond James Finl Inc4.63K$744.2K0.2%Held
Itt Inc.ITT4.28K$743K0.2%Held
Entergy Corp New8.02K$741.3K0.2%Held
Boston Scientific CorpBSX7.66K$730.3K0.2%Held
Commerce Bancshares Inc13.8K$724.5K0.2%Held
Ptc Inc.PTC4.16K$724K0.2%Held
Wabtec3.38K$721K0.2%Held
Axsome Therapeutics, Inc.AXSM3.93K$718.5K0.2%Held
GoDaddy Inc.GDDY5.77K$715.8K0.2%Held
Essent Group Ltd.ESNT11K$713.7K0.2%Held
Federated Hermes, Inc.FHI13.6K$710.1K0.2%Held
Skyworks Solutions, Inc.SWKS11.2K$708.5K0.2%Held
Imax CorpIMAX19.1K$706.3K0.2%Held
Patria Investments Limited44K$699.3K0.2%Held
F N B Corp40.8K$697.2K0.2%Held
Guardant Health, Inc.GH6.73K$687.7K0.2%Held
Paylocity Hldg Corp4.46K$679.8K0.2%Held
Davita Inc.DVA5.97K$678.8K0.2%Held
Yum Brands IncYUM4.47K$676.2K0.2%Held
Trimas CorpTRS19K$674K0.2%Held
Oreilly Automotive Inc7.36K$670.9K0.2%Held
Star Bulk Carriers Corp.SBLK34.8K$668.6K0.2%Held
Osi Systems IncOSIS2.61K$666K0.2%Held
Privia Health Group, Inc.PRVA28.1K$665.4K0.2%Held
Hershey CoHSY3.65K$664.6K0.2%Held
Bank New York Mellon Corp5.7K$661.1K0.2%Held
L3harris Technologies Inc2.25K$659.4K0.2%Held
Innospec Inc.IOSP8.58K$656.9K0.2%Held
Cisco Sys Inc8.46K$651.8K0.2%Held
Element Solutions IncESI26K$650.8K0.2%Held
Bruker Corp13.8K$650.2K0.2%Held
Costar Group, Inc.CSGP9.6K$645.4K0.2%Held
Devon Energy Corp New17.5K$640.4K0.2%Held
Churchill Downs IncCHDN5.58K$634.4K0.2%Held
Williams Cos Inc10.5K$630.8K0.2%Held
Advanced Energy Inds3.01K$630K0.2%Held
Tenet Healthcare CorpTHC3.17K$629.9K0.2%Held
Advanced Micro Devices IncAMD2.94K$628.8K0.2%Held
Bright Horizons Fam Sol In D6.19K$627.7K0.2%Held
Penske Automotive Grp Inc3.96K$627.3K0.2%Held
Advanced Drain Sys Inc Del4.24K$614.1K0.2%Held
Newmont Corp6.15K$614.1K0.2%Held
M & T Bk Corp3.04K$612.5K0.2%Held
ServisFirst Bancshares, Inc.SFBS8.47K$608.1K0.2%Held
Irhythm Technologies IncIRTC3.43K$608.1K0.2%Held
Ugi Corp New16.2K$605.2K0.2%Held
Invesco Ltd.IVZ23K$603K0.2%Held
Pinterest, Inc.PINS23.2K$600.7K0.2%Held
GXO Logistics, Inc.GXO11.4K$598.7K0.2%Held
Wix.com Ltd.WIX5.74K$596.3K0.2%Held
Sanmina CorpSANM3.97K$595.5K0.2%Held
Brinks CoBCO5.1K$595.3K0.2%Held
Annaly Capital Management In26.6K$593.7K0.2%Held
Virtu Finl Inc17.7K$589.9K0.2%Held
Bank America Corp10.7K$588.4K0.2%Held
NetApp, Inc.NTAP5.49K$587.8K0.2%Held
Ally Finl Inc12.9K$582.4K0.2%Held
Coca Cola Cons Inc3.79K$580.4K0.2%Held
Dropbox, Inc.DBX20.9K$579.8K0.2%Held
Teradyne, IncTER2.99K$579.1K0.2%Held
Distribution Solutions Grp I21.1K$577.5K0.2%Held
Umh Pptys Inc36.2K$575.8K0.2%Held
Walmart Inc.WMT5.15K$573.4K0.2%Held
Primoris Svcs Corp4.59K$569.9K0.2%Held
Coca Cola CoKO8.08K$564.8K0.2%Held
Salesforce, Inc.CRM2.12K$562.1K0.2%Held
Firstenergy CorpFE12.5K$561.1K0.2%Held
Workiva IncWK6.48K$559K0.2%Held
Autonation, Inc.AN2.69K$555.8K0.2%Held
Esco Technologies IncESE2.83K$552.8K0.2%Held
Moderna, Inc.MRNA18.6K$549.7K0.2%Held
First Horizon Corporation22.9K$548.4K0.2%Held
Range Res Corp15.5K$547.7K0.2%Held
Interactive Brokers Group In8.52K$547.7K0.2%Held
Sabra Health Care REIT, Inc.SBRA28.7K$544K0.2%Held
Gaming & Leisure Pptys Inc12.1K$542.8K0.2%Held
Centene Corp Del13.1K$537K0.1%Held
American Wtr Wks Co Inc New4.11K$536.6K0.1%Held
Lendingclub CorpHAPN28.3K$536.2K0.1%Held
Rambus Inc Del5.82K$534.4K0.1%Held
Cintas CorpCTAS2.84K$534.1K0.1%Held
Plexus CorpPLXS3.62K$532.7K0.1%Held
Corebridge Finl Inc17.6K$531.1K0.1%Held
Alkermes plc.ALKS18.9K$529.2K0.1%Held
Mgm Resorts InternationalMGM14.5K$527.8K0.1%Held
Nu Hldgs Ltd31.4K$526.5K0.1%Held
Clearway Energy, Inc.CWEN15.8K$526.4K0.1%Held
Illumina, Inc.ILMN4.01K$526.2K0.1%Held
Bank Ozk Little Rock Ark11.3K$519.3K0.1%Held
General Mls IncGIS11.2K$519.2K0.1%Held
Nrg Energy, Inc.NRG3.26K$518.6K0.1%Held
Broadcom Inc.AVGO1.5K$517.8K0.1%Held
Signet Jewelers Limited6.21K$514.8K0.1%Held
Interparfums IncIPAR6.01K$510.2K0.1%Held
East West Bancorp IncEWBC4.52K$508.5K0.1%Held
Lithia Mtrs Inc1.53K$507.5K0.1%Held
Boyd Gaming CorpBYD5.93K$505.3K0.1%Held
Gartner IncIT1.97K$497.2K0.1%Held
Cleveland-Cliffs Inc New37.4K$497K0.1%Held
Aercap Holdings Nv3.46K$497K0.1%Held
Coeur Mng Inc27.8K$496.4K0.1%Held
Trane Technologies PlcTT1.27K$496.2K0.1%Held
Bath & Body Works, Inc.BBWI24.7K$496K0.1%Held
Simpson Mfg Inc3.07K$495.6K0.1%Held
Camden Ppty Tr4.5K$495.5K0.1%Held
Kadant IncKAI1.74K$495.4K0.1%Held
Enerpac Tool Group CorpEPAC12.9K$493.2K0.1%Held
Aci Worldwide, Inc.ACIW10.3K$492.3K0.1%Held
Jazz Pharmaceuticals PlcJAZZ2.88K$489.1K0.1%Held
ESAB CorpESAB4.37K$488.2K0.1%Held
Intel CorpINTC13.2K$487.2K0.1%Held
Amalgamated Financial Corp.AMAL15.1K$482.4K0.1%Held
SFL Corp Ltd.SFL61.7K$481.9K0.1%Held
Global Net Lease Inc55.6K$478.4K0.1%Held
Bjs Whsl Club Hldgs Inc5.31K$477.8K0.1%Held
Tootsie Roll Inds Inc12.9K$472.2K0.1%Held
ACV Auctions Inc.ACVA58.8K$471.5K0.1%Held
Fs Kkr Cap Corp31.8K$471.2K0.1%Held
Provident Finl Svcs Inc23.8K$469.3K0.1%Held
Sandridge Energy IncSD32.5K$468.9K0.1%Held
Sturm Ruger & Co IncRGR14.3K$467.8K0.1%Held
Dte Energy Co3.62K$467.3K0.1%Held
Equifax IncEFX2.14K$464.3K0.1%Held
Robert Half Inc.RHI17.1K$463.9K0.1%Held
Huntington Bancshares Inc26.6K$461K0.1%Held
BridgeBio Pharma, Inc.BBIO6K$458.6K0.1%Held
Ultragenyx Pharmaceutical In19.7K$453.4K0.1%Held
Metlife Inc5.71K$451.1K0.1%Held
Hewlett Packard Enterprise C18.7K$449.7K0.1%Held
Procept Biorobotics CorpPRCT14.2K$447.4K0.1%Held
Comfort Sys Usa Inc479$447K0.1%Held
Credit Accep Corp Mich1K$445.7K0.1%Held
Royalty Pharma PLCRPRX11.5K$444.6K0.1%Held
Floor & Decor Hldgs Inc7.29K$443.6K0.1%Held
Dana IncDAN18.7K$443.6K0.1%Held
Cnh Indl N V47.9K$441.2K0.1%Held
Tutor Perini CorpTPC6.57K$440.3K0.1%Held
Generac Hldgs Inc3.21K$438.4K0.1%Held
Peoples Bancorp IncPEBO14.6K$438.2K0.1%Held
Safety Ins Group Inc5.59K$435.6K0.1%Held
Levi Strauss & Co New20.7K$430.2K0.1%Held
Trinet Group, Inc.TNET7.25K$428.9K0.1%Held
Archrock, Inc.AROC16.5K$428.6K0.1%Held
Brady CorpBRC5.42K$424.5K0.1%Held
Simply Good Foods CoSMPL21.1K$424.5K0.1%Held
Twilio IncTWLO2.98K$424K0.1%Held
Sba Communications Corp NewSBAC2.19K$423.4K0.1%Held
Par Technology CorpPAR11.6K$422.6K0.1%Held
Gap IncGAP16.5K$422.4K0.1%Held
Paypal Hldgs Inc7.23K$422K0.1%Held
Chord Energy CorpCHRD4.54K$421.3K0.1%Held
Healthpeak Properties, Inc.DOC26K$418.5K0.1%Held
Medpace Hldgs Inc744$417.9K0.1%Held
Cto Rlty Growth Inc New22.6K$416.7K0.1%Held
BILL Holdings, Inc.BILL7.61K$415K0.1%Held
Biohaven Ltd.BHVN36.6K$412.7K0.1%Held
Makemytrip Limited Mauritius5K$410.4K0.1%Held
Etsy IncETSY7.38K$409.1K0.1%Held
XPO, Inc.XPO3.01K$409.1K0.1%Held
Principal Financial Group In4.64K$409K0.1%Held
Noble Corp Plc14.4K$407.5K0.1%Held
AvePoint, Inc.AVPT29.2K$405.3K0.1%Held
T-Mobile Us Inc2K$405.3K0.1%Held
Copart IncCPRT10.3K$404.8K0.1%Held
GLOBALFOUNDRIES Inc.GFS11.6K$404.7K0.1%Held
Ameren CorpAEE4.03K$402.4K0.1%Held
Textron IncTXT4.61K$401.4K0.1%Held
Safehold Inc.SAFE29.1K$398.6K0.1%Held
Genpact Limited8.52K$398.6K0.1%Held
Consolidated Edison IncED4K$396.9K0.1%Held
Mastec IncMTZ1.82K$396.3K0.1%Held
Healthcare Rlty Tr23.4K$396.1K0.1%Held
Baker Hughes Company8.68K$395.2K0.1%Held
York Wtr Co12.4K$394.8K0.1%Held
Reinsurance Grp Of America I1.94K$394.3K0.1%Held
ADTRAN Holdings, Inc.ADTN45.3K$394K0.1%Held
Spire Inc4.76K$393.9K0.1%Held
Blackbaud IncBLKB6.22K$393.7K0.1%Held
Xcel Energy Inc5.33K$393.6K0.1%Held
SiteOne Landscape Supply, Inc.SITE3.15K$392.1K0.1%Held
Watts Water Technologies IncWTS1.42K$391.1K0.1%Held
Antero Resources CorpAR11K$380.3K0.1%Held
Chefs Whse Inc6.09K$379.7K0.1%Held
Dominion Energy, IncD6.47K$379.1K0.1%Held
RXO, Inc.RXO30K$378.6K0.1%Held
Applied Optoelectronics, Inc.AAOI10.9K$378.4K0.1%Held
Comerica Inc4.33K$376.5K0.1%Held
Douglas Dynamics, IncPLOW11.5K$376K0.1%Held
Regions Financial Corp New13.9K$375.8K0.1%Held
Carlisle Cos Inc1.17K$374.9K0.1%Held
Oceaneering Intl Inc15.6K$374.7K0.1%Held
Dorman Prods Inc3.01K$370.9K0.1%Held
LifeStance Health Group, Inc.LFST52.1K$367.1K0.1%Held
Redwood Trust Inc66K$364.8K0.1%Held
Atkore Inc.ATKR5.77K$364.8K0.1%Held
Taylor Morrison Home Corp6.19K$364.2K0.1%Held
Rivian Automotive Inc18.4K$362.6K0.1%Held
Lazard, Inc.LAZ7.46K$362.4K0.1%Held
Ufp Industries IncUFPI3.97K$361.4K0.1%Held
Mirion Technologies, Inc.MIR15.4K$361.3K0.1%Held
Greif Inc5.34K$361.3K0.1%Held
FirstCash Holdings, Inc.FCFS2.25K$359.2K0.1%Held
United Parks & Resorts Inc.PRKS9.82K$356.6K0.1%Held
CDW CorpCDW2.61K$355.8K0.1%Held
Biglari Hldgs Inc1.06K$352.7K0.1%Held
Schrodinger, Inc.SDGR19.7K$352.5K0.1%Held
Gorman Rupp CoGRC7.37K$351.7K0.1%Held
Kroger CoKR5.61K$350.5K0.1%Held
New Jersey Res Corp7.56K$348.7K0.1%Held
Sarepta Therapeutics, Inc.SRPT16.1K$346.3K0.1%Held
Livanova PlcLIVN5.6K$344.7K0.1%Held
Murphy Oil CorpMUR11K$342.5K0.1%Held
Allegro Microsystems, Inc.ALGM12.9K$341.3K0.1%Held
Harmonic Inc.HLIT34.2K$338K0.1%Held
Ceva IncCEVA15.6K$336.7K0.1%Held
Maximus, Inc.MMS3.88K$334.6K0.1%Held
Molina Healthcare, Inc.MOH1.91K$332.2K0.1%Held
Unitedhealth Group IncUNH1K$330.1K0.1%Held
Calix, IncCALX6.22K$329K0.1%Held
Caleres IncCAL26.9K$327.8K0.1%Held
Wyndham Hotels & Resorts, Inc.WH4.34K$327.7K0.1%Held
Stock Yds Bancorp Inc5.02K$325.9K0.1%Held
V F CorpVFC17.9K$324.4K0.1%Held
Cohu IncCOHU13.9K$323.1K0.1%Held
Valley Natl Bancorp27.6K$321.9K0.1%Held
Andersons, Inc.ANDE6.04K$321.1K0.1%Held
Q2 Hldgs Inc4.45K$320.8K0.1%Held
Msc Indl Direct Inc3.79K$318.7K0.1%Held
Idexx Labs Inc471$318.6K0.1%Held
Cars.com Inc.CARS26.1K$318K0.1%Held
Eagle Bancorp Inc Md14.8K$317.9K0.1%Held
Energy Recovery, Inc.ERII23.5K$317.7K0.1%Held
Great Lakes Dredge & Dock Co24.1K$316.4K0.1%Held
Tetra Tech Inc New9.43K$316.3K0.1%Held
Newmark Group, Inc.NMRK18.1K$314.6K0.1%Held
Hexcel Corp New4.25K$313.8K0.1%Held
Universal Hlth Svcs Inc1.43K$312K0.1%Held
Extreme Networks IncEXTR18.6K$310.1K0.1%Held
InterDigital, Inc.IDCC973$309.8K0.1%Held
General Mtrs Co3.81K$309.4K0.1%Held
Urban Outfitters IncURBN4.11K$309.2K0.1%Held
EnersysENS2.1K$308.9K0.1%Held
Alcoa CorpAA5.8K$308.4K0.1%Held
Madison Square Garden Entmt5.71K$307.9K0.1%Held
Zscaler, Inc.ZS1.37K$307.7K0.1%Held
Caterpillar IncCAT536$307.1K0.1%Held
Upbound Group, Inc.UPBD17.5K$306.7K0.1%Held
Apartment Invt & Mgmt Co51.5K$305.8K0.1%Held
Lemonade, Inc.LMND4.28K$304.8K0.1%Held
Expeditors Intl Wash Inc2.04K$304.4K0.1%Held
Snap IncSNAP37.5K$302.9K0.1%Held
Blackstone Mtg Tr Inc15.8K$302.5K0.1%Held
Elanco Animal Health IncELAN13.4K$302.2K0.1%Held
Take-Two Interactive Softwar1.18K$300.8K0.1%Held
Ati IncATI2.62K$300.2K0.1%Held
Keurig Dr Pepper Inc.KDP10.6K$297.7K0.1%Held
Diodes Inc6.02K$297.1K0.1%Held
Lemaitre Vascular IncLMAT3.64K$295K0.1%Held
Wendys Co35.3K$293.9K0.1%Held
Clearfield, Inc.CLFD10.1K$293.8K0.1%Held
Masimo Corp2.2K$286.4K0.1%Held
Polaris Inc.PII4.53K$286.3K0.1%Held
Knife River CorpKNF4.04K$284.1K0.1%Held
Mosaic Co NewMOS11.8K$284.1K0.1%Held
Eplus IncPLUS3.23K$283.2K0.1%Held
Green Brick Partners Inc4.5K$281.9K0.1%Held
Stag Indl IncSTAG7.65K$281.3K0.1%Held
Arbor Realty Trust Inc36.2K$281K0.1%Held
Willscot Hldgs Corp14.9K$280.3K0.1%Held
SM Energy CoSM14.9K$279.3K0.1%Held
Valvoline IncVVV9.6K$278.9K0.1%Held
Affiliated Managers Group In967$278.8K0.1%Held
Alphabet Inc886$278K0.1%Held
e.l.f. Beauty, Inc.ELF3.62K$275.1K0.1%Held
Carmax IncKMX7.11K$274.8K0.1%Held
Packaging Corp Amer1.33K$274.1K0.1%Held
Vertex, Inc.VERX13.7K$272.8K0.1%Held
Ameris BancorpABCB3.67K$272.5K0.1%Held
Hanover Ins Group Inc1.49K$271.6K0.1%Held
Bancorp Inc Del4.01K$271K0.1%Held
Southstate Bk Corp2.88K$270.9K0.1%Held
Global Business Travel Group, Inc.GBTG35.3K$270.3K0.1%Held
Beacon Financial CorpBBT10.2K$270.2K0.1%Held
Lsb Inds Inc31.7K$269.5K0.1%Held
Payoneer Global Inc.PAYO47.8K$268.6K0.1%Held
Madden Steven Ltd6.45K$268.6K0.1%Held
Victory Cap Hldgs Inc4.25K$268.3K0.1%Held
Marathon Pete Corp1.65K$268.2K0.1%Held
American Airls Group IncAAL17.5K$267.7K0.1%Held
Investors Title Co Nc1.06K$265.4K0.1%Held
Carpenter Technology CorpCRS838$263.8K0.1%Held
Revvity, Inc.RVTY2.72K$263.3K0.1%Held
Radware LtdRDWR10.8K$259.8K0.1%Held
Pg&E Corp16.1K$259.1K0.1%Held
SentinelOne, Inc.S17.2K$258.3K0.1%Held
Dime Cmnty Bancshares Inc8.58K$258.3K0.1%Held
National Healthcare CorpNHC1.88K$257.9K0.1%Held
United Cmnty Bks Blairsvle G8.24K$257.4K0.1%Held
Marinemax IncHZO10.5K$253.6K0.1%Held
Ezcorp IncEZPW13.1K$253.6K0.1%Held
REGENXBIO Inc.RGNX17.4K$251.1K0.1%Held
Mueller Wtr Prods Inc10.5K$250.4K0.1%Held
Paymentus Holdings, Inc.PAY7.87K$248.6K0.1%Held
Ani Pharmaceuticals IncANIP3.14K$248.1K0.1%Held
Quaker Houghton1.8K$247.4K0.1%Held
Fulton Finl Corp Pa12.8K$247.2K0.1%Held
Nnn Reit, Inc.NNN6.18K$245.1K0.1%Held
Trustco Bk Corp N Y5.93K$245K0.1%Held
Boise Cascade Co Del3.29K$242.2K0.1%Held
Duke Energy Corp New2.06K$240.9K0.1%Held
BankUnited, Inc.BKU5.38K$240K0.1%Held
Corning Inc2.74K$239.9K0.1%Held
PagSeguro Digital Ltd.PAGS24.8K$239.5K0.1%Held
Walker & Dunlop, Inc.WD3.96K$238K0.1%Held
Toast, Inc.TOST6.7K$237.9K0.1%Held
Comstock Res Inc10.2K$236.8K0.1%Held
Asana, Inc.ASAN17.2K$235.9K0.1%Held
Berkshire Hathaway Inc Del468$235.2K0.1%Held
Ofg BancorpOFG5.72K$234.4K0.1%Held
Teekay Corp LtdTK25.9K$233.9K0.1%Held
Grindr Inc.GRND17.3K$233.8K0.1%Held
OneSpan Inc.OSPN18.2K$233.3K0.1%Held
Dine Brands Global, Inc.DIN7.23K$232.5K0.1%Held
Cousins Pptys Inc8.98K$231.5K0.1%Held
Vericel CorpVCEL6.42K$231.1K0.1%Held
Camping World Hldgs Inc23.7K$230.6K0.1%Held
Stride, Inc.LRN3.54K$230.1K0.1%Held
Progyny, Inc.PGNY8.92K$229K0.1%Held
Robinhood Mkts Inc2.02K$228.9K0.1%Held
SoFi Technologies, Inc.SOFI8.71K$227.9K0.1%Held
Popular Inc1.82K$227.1K0.1%Held
Olin CorpOLN10.9K$227K0.1%Held
Caci Intl Inc425$226.4K0.1%Held
Syndax Pharmaceuticals IncSNDX10.7K$225.8K0.1%Held
Qualys, Inc.QLYS1.69K$225K0.1%Held
Root, Inc.ROOT3.08K$222.2K0.1%Held
Netflix IncNFLX2.37K$222.1K0.1%Held
APA CorpAPA9.06K$221.5K0.1%Held
Ryder Sys Inc1.15K$220.9K0.1%Held
Shenandoah Telecommunication19.1K$220.8K0.1%Held
Saul Ctrs Inc6.99K$220.3K0.1%Held
Cass Information Sys Inc5.27K$218.9K0.1%Held
First Merchants Corp5.83K$218.5K0.1%Held
Coupang, Inc.CPNG9.22K$217.5K0.1%Held
World Accep Corporation1.55K$217.3K0.1%Held
Universal Technical Inst Inc8.28K$216.4K0.1%Held
Voya Financial Inc2.89K$215K0.1%Held
Genuine Parts CoGPC1.73K$213.1K0.1%Held
Orthopediatrics CorpKIDS12K$212.5K0.1%Held
International Paper Co5.39K$212.5K0.1%Held
Aar CorpAIR2.56K$211.9K0.1%Held
Ies Hldgs IncIESC544$211.6K0.1%Held
Barrett Business Svcs Inc5.84K$211.5K0.1%Held
Amerisafe IncAMSF5.5K$211.3K0.1%Held
Arcus Biosciences, Inc.RCUS8.81K$210K0.1%Held
Huntington Ingalls Inds Inc616$209.5K0.1%Held
Lantheus Hldgs Inc3.14K$208.8K0.1%Held
Brookdale Sr Living Inc19.3K$208K0.1%Held
Lindblad Expeditions Hldgs I14.4K$208K0.1%Held
Novocure LtdNVCR16.1K$207.9K0.1%Held
Fortune Brands Innovations I4.1K$205.2K0.1%Held
Remitly Global, Inc.RELY14.8K$204.2K0.1%Held
Amdocs LtdDOX2.53K$203.8K0.1%Held
CareDx, Inc.CDNA10.8K$203.6K0.1%Held
Cbre Group, Inc.CBRE1.27K$203.6K0.1%Held
Alphatec Hldgs Inc9.65K$203.1K0.1%Held
Shift4 Pmts Inc3.22K$202.9K0.1%Held
Tidewater Inc New4K$202K0.1%Held
Illinois Tool Wks Inc819$201.7K0.1%Held
Upstart Hldgs Inc4.61K$201.6K0.1%Held
Tenable Hldgs Inc8.52K$200.4K0.1%Held
Magnera CorpMAGN13.2K$200.3K0.1%Held
Super Group Sghc Limited16.8K$200.2K0.1%Held
Amc Networks IncAMCX20.7K$196.9K0.1%Held
Tronox Holdings PlcTROX47.1K$196.4K0.1%Held
Eastman Kodak CoKODK23K$194.6K0.1%Held
StoneCo Ltd.STNE12.6K$186.5K0.1%Held
BrightSpire Capital, Inc.BRSP33.2K$186.1K0.1%Held
Freshworks Inc.FRSH15.2K$186.1K0.1%Held
Wave Life Sciences Ltd.WVE10.6K$180.8K0.1%Held
Sinclair, Inc.SBGI11.6K$178.1K0.0%Held
Green Plains Inc.GPRE17.7K$173.4K0.0%Held
Replimune Group, Inc.REPL17.7K$171.6K0.0%Held
Huntsman CorpHUN15.6K$155.9K0.0%Held
Mativ Holdings, Inc.MATV12.6K$153.5K0.0%Held
Talos Energy Inc.TALO13.8K$151.6K0.0%Held
Kornit Digital Ltd.KRNT10.4K$149.3K0.0%Held
Hertz Global Hldgs Inc28K$143.8K0.0%Held
Stitch Fix, Inc.SFIX27.1K$142.3K0.0%Held
Empire St Rlty Tr Inc21.8K$141.9K0.0%Held
Liberty Global Ltd12.6K$138.8K0.0%Held
Arbutus Biopharma CorpABUS28.4K$136.7K0.0%Held
Armada Hoffler Pptys Inc20.1K$133.3K0.0%Held
PagerDuty, Inc.PD10.1K$132.2K0.0%Held
GCM Grosvenor Inc.GCMG11.3K$127.5K0.0%Held
ZoomInfo Technologies Inc.GTM11K$112.1K0.0%Held
Cleanspark Inc11.1K$112K0.0%Held
Biocryst Pharmaceuticals IncBCRX13.6K$106.3K0.0%Held
Hillman Solutions Corp.HLMN12K$104K0.0%Held
American Axle & Mfg Hldgs InDCH12.2K$78.2K0.0%Held
Transocean Ltd.RIG16.7K$68.8K0.0%Held
Stagwell IncSTGW10.2K$50K0.0%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.