13F

Investor

Moran Wealth Management, LLC

CIK 0001965334 · filed 2026-04-27 · SEC filing

13F book

$3.27B

Positions

474

86 new · 97 sold

Largest name

1.8%

Broadcom Inc. · AVGO

Est. mark

$10.4M

Price effect on 388 names still held. Flow −$6.25M.
NameTickerSharesValueWeightEst. markChange
Broadcom Inc.AVGO189.3K$58.6M1.8%−$6.93MCut−$12.4M
Parker-Hannifin CorpPH62.1K$55.6M1.7%$1.01MCut−$8.6M
Nvidia CorpNVDA313.1K$54.6M1.7%−$3.79MCut−$4.49M
Trane Technologies PlcTT115.4K$48.1M1.5%$3.18MCut$1.71M
Eog Res Inc302K$43.7M1.3%$11.5MAdded$13.2M
Invesco Exchange Traded Fd T217.5K$41.8M1.3%$1.7KAdded$40.8M
Taiwan Semiconductor Mfg Ltd122.9K$41.5M1.3%$4.19MCut−$6M
Howmet Aerospace Inc.HWM158.1K$36.4M1.1%$4.02MCut$73.9K
Microsoft CorpMSFT91.7K$33.9M1.0%−$10.4MCut−$13M
Caterpillar IncCAT47.3K$33.5M1.0%$6.42MCut$1.66M
Williams Sonoma IncWSM172.6K$31.5M1.0%$645.4KCut−$3.89M
Ameriprise Finl Inc70.4K$31.3M1.0%−$3.09MAdded−$1.65M
At&T Inc1.01M$29.3M0.9%$4.19MCut$3.75M
Zoetis Inc.ZTS247.3K$29.2M0.9%−$1.54MAdded$3.72M
Cadence Design System Inc104.5K$29M0.9%−$3.63MCut−$8.84M
Fedex CorpFDX75.3K$26.8M0.8%$5.07MCut$1.28M
Merck & Co., Inc.MRK220.3K$26.5M0.8%$3.31MCut$1.56M
Paccar IncPCAR221.4K$25.6M0.8%$1.33MCut−$404.5K
Visa Inc.V84.6K$25.6M0.8%−$3.05MAdded$3.5M
Jpmorgan Chase & Co.86.8K$25.5M0.8%−$2.44MCut−$3.22M
Linde PlcLIN51.4K$25.5M0.8%$3.57MCut$14.8K
Lockheed Martin CorpLMT41.7K$25.2M0.8%$5.04MCut$2.8M
Amphenol Corp New195.9K$24.8M0.8%−$1.72MCut−$2.92M
Alphabet Inc82.5K$23.7M0.7%−$2.1MCut−$4.61M
NetApp, Inc.NTAP225.3K$23.1M0.7%−$1.06MCut−$2.97M
Cme Group Inc.CME77.5K$22.9M0.7%$1.44MAdded$5.21M
Arista Networks, Inc.ANET182.6K$22.4M0.7%−$1.51MCut−$2.09M
Johnson & JohnsonJNJ90.9K$22.2M0.7%$2.95MAdded$5.92M
Alphabet Inc77K$22.1M0.7%−$2.07MCut−$5.02M
Texas Instrs Inc112K$21.7M0.7%$2.31MCut$877.3K
Republic Svcs Inc98.1K$21.5M0.7%$695.4KCut−$620.2K
Progressive Corp107.7K$21.3M0.7%−$3.17MCut−$17.2M
Cisco Sys Inc274.9K$21.3M0.7%$153.7KAdded$188.2K
Quest Diagnostics IncDGX108.4K$21.2M0.7%$2.34MAdded$3.18M
Caseys Gen Stores Inc28.6K$20.8M0.6%$1.77MAdded$15.2M
Aflac IncAFL188.3K$20.7M0.6%−$105.5KCut−$1.2M
Meta Platforms, Inc.META36K$20.6M0.6%−$3MAdded−$1.92M
Mckesson CorpMCK23.4K$20.3M0.6%$1.06MCut$913.5K
Motorola Solutions, Inc.MSI46.6K$20.2M0.6%$2.1MAdded$4.32M
Walmart Inc.WMT161.2K$20M0.6%$2.08MCut$1.84M
Eaton Corp PlcETN54.4K$19.5M0.6%$2.13MCut−$83.2K
Procter And Gamble CoPG134.6K$19.4M0.6%$141.9KAdded$1.45M
Amazon Com IncAMZN92.3K$19.2M0.6%−$1.88MAdded$17.8K
Lam Research CorpLRCX88.8K$19M0.6%$3.77MCut$3.38M
Chevron Corp NewCVX90.4K$18.7M0.6%$4.93MCut$4.35M
Kroger CoKR256.6K$18.6M0.6%$2.53MCut$2.49M
Cencora, Inc.COR58.8K$18.5M0.6%−$1.39MCut−$3.56M
Pulte Group Inc157.1K$18.5M0.6%$55KCut−$1.56M
Quanta Svcs Inc33.4K$18.3M0.6%$4.24MCut−$112K
Iron Mtn Inc Del173.4K$17.7M0.5%$3.33MCut$1.52M
Mastec IncMTZ55K$17.7M0.5%$5.74MCut$3.6M
American Express CoAXP58.1K$17.6M0.5%−$3.92MCut−$4.97M
Applied Matls Inc51K$17.4M0.5%$4.32MCut$1.05M
Garmin LtdGRMN75K$17.4M0.5%$2.19MCut−$19.5M
Monolithic Pwr Sys Inc15.7K$17.2M0.5%$2.94MCut$2.82M
EMCOR Group, Inc.EME22.1K$16.3M0.5%$2.8MCut$1.94M
Berkshire Hathaway Inc Del33.7K$16.1M0.5%−$789.9KCut−$1.49M
Penske Automotive Grp Inc107.2K$16M0.5%−$940.2KCut−$7.54M
Lowes Cos Inc67.1K$15.8M0.5%−$315KAdded$275K
Intuit Inc.INTU36.3K$15.7M0.5%−$8MAdded−$7.37M
Blackstone Inc.BX136.2K$15.7M0.5%−$5.33MCut−$6.11M
Comfort Sys Usa Inc11.4K$15.7M0.5%$5.06MCut−$10.8M
Pepsico IncPEP98.8K$15.3M0.5%$1.04MAdded$2.72M
Wabtec61.1K$15.3M0.5%$2.23MCut$170.2K
Costco Whsl Corp New15.3K$15.2M0.5%$1.69MAdded$4.36M
Kla CorpKLAC10.3K$15.1M0.5%$2.64MCut$512.8K
Stifel Finl Corp204.4K$15.1M0.5%−$7.02MAdded−$2.03M
TechnipFMC PLCFTI210.5K$14.6M0.4%New
Petroleo Brasileiro Sa Petro699.5K$14.5M0.4%$4.76MAdded$8.17M
Mastercard IncMA28.8K$14.4M0.4%−$2.05MCut−$2.55M
Sba Communications Corp NewSBAC81.6K$14M0.4%−$1.63MAdded−$709.9K
Rollins IncROL261.5K$14M0.4%−$1.73MCut−$3.56M
Ss&C Technologies Hldgs Inc205.9K$13.9M0.4%−$4.09MCut−$5.26M
Ingersoll Rand Inc.IR171.5K$13.7M0.4%$154.4KCut−$1.29M
Iqvia Hldgs Inc80.4K$13.7M0.4%−$2.21MAdded$4.65M
Ishares Inc356.6K$13.7M0.4%$2.1MAdded$3.6M
Spotify Technology S.A.SPOT28.1K$13.6M0.4%−$2.69MCut−$6.95M
Apple Inc.AAPL52.9K$13.4M0.4%−$862.7KAdded$450.5K
Home Depot, Inc.HD40.4K$13.3M0.4%−$557.8KAdded$671.3K
Cigna GroupCI48.4K$12.9M0.4%−$369.4KAdded$913.1K
Medtronic PlcMDT146.5K$12.7M0.4%−$1.38MCut−$1.85M
Exxon Mobil Corp74.5K$12.6M0.4%$3.68MCut$2.82M
Vanguard Whitehall Fds132.8K$12.5M0.4%$394.4KAdded$4.15M
Toll Brothers, Inc.TOL89.5K$12.2M0.4%$99.4KAdded$1.46M
Williams Cos Inc166.5K$12.1M0.4%New
Monster Beverage Corp New166K$12M0.4%−$698.9KCut−$1.71M
Palo Alto Networks IncPANW73.6K$11.8M0.4%−$1.58MAdded−$363.6K
Itt Inc.ITT61.7K$11.7M0.4%$1.05MCut$303.1K
Global X Fds294.9K$11.7M0.4%$1.08MAdded$1.85M
Price T Rowe Group IncTROW128K$11.5M0.4%−$1.54MAdded−$1.35M
Netflix IncNFLX118.6K$11.4M0.3%$283.5KCut−$1.41M
Sysco CorpSYY159.2K$11.4M0.3%−$375.6KCut−$916.5K
Packaging Corp Amer53.4K$11.3M0.3%$320KCut−$135K
Interactive Brokers Group In166K$11.1M0.3%$281.5KAdded$4.57M
Sprouts Fmrs Mkt Inc143.8K$11.1M0.3%−$327.5KAdded$823.4K
Broadridge Finl Solutions In68.1K$11.1M0.3%New
Bhp Group Ltd152K$11.1M0.3%$1.71MAdded$2.69M
Corpay, Inc.CPAY37.9K$11M0.3%−$211.6KAdded$4.61M
Rio Tinto Plc117.8K$11M0.3%$1.44MAdded$2.28M
Barrick Mng Corp267.3K$10.9M0.3%−$392.5KAdded$4.8M
Elevance Health Inc Formerly36.9K$10.8M0.3%−$1.87MAdded−$527.1K
Fortinet, Inc.FTNT130.9K$10.7M0.3%$259.7KAdded$1.77M
Ross Stores, Inc.ROST49.2K$10.7M0.3%$1.21MAdded$4.69M
Flex Ltd.FLEX159.4K$10.4M0.3%$803.5KCut−$123.2K
Eli Lilly & CoLLY11.3K$10.4M0.3%−$1.64MAdded−$1.04M
S&P Global Inc.SPGI24.3K$10.3M0.3%−$2.37MCut−$3.33M
Jabil IncJBL38.7K$10.3M0.3%$1.46MCut$1.27M
Carlisle Cos Inc30.1K$10.1M0.3%$414.5KCut−$24.3K
Cintas CorpCTAS58.8K$9.95M0.3%−$1.11MCut−$1.79M
Diamondback Energy, Inc.FANG50.1K$9.9M0.3%$2.26MAdded$2.75M
Resmed Inc43.6K$9.8M0.3%−$715.4KCut−$1.21M
Paypal Hldgs Inc216.5K$9.79M0.3%−$1.76MAdded$2M
Schwab Strategic Tr314.4K$9.65M0.3%$688.5KAdded$3.84M
General Mls IncGIS259K$9.64M0.3%−$2.2MAdded−$1.39M
General Dynamics CorpGD27.5K$9.43M0.3%$180.3KCut−$17K
Ishares Inc176.3K$9.42M0.3%−$141.6KAdded$967.6K
British Amern Tob Plc161.1K$9.42M0.3%$283.2KAdded$751K
Texas Roadhouse, Inc.TXRH56.9K$9.4M0.3%−$48.9KCut−$592.2K
BlackRock, Inc.BLK9.75K$9.38M0.3%−$1.04MAdded−$888.1K
Tradeweb Mkts Inc78K$9.18M0.3%$729.8KAdded$1.43M
Slb Limited/NvSLB178.6K$9.18M0.3%$1.79MAdded$3.9M
Autodesk, Inc.ADSK38K$9.09M0.3%−$2.15MCut−$2.3M
Snap-on IncSNA24.9K$9.04M0.3%$463.5KCut$289.1K
Ishares Inc166K$9.02M0.3%$55.8KAdded$1.49M
Mitsubishi Ufj Finl Group In528.1K$8.96M0.3%$540KAdded$1.25M
Us Foods Hldg Corp95.5K$8.81M0.3%$1.61MCut$1.32M
Celsius Hldgs Inc247.8K$8.79M0.3%−$2.41MAdded−$1.95M
Zoom Communications, Inc.ZM107.6K$8.65M0.3%−$213.8KAdded$5.52M
Ambev Sa2.93M$8.57M0.3%$1.02MAdded$2.99M
Itau Unibanco Hldg S A1.01M$8.48M0.3%$1.12MAdded$1.91M
Otis Worldwide CorpOTIS109.8K$8.46M0.3%−$1.13MAdded−$1.11M
Royalty Pharma PLCRPRX175.8K$8.43M0.3%$1.28MAdded$3.13M
Ase Technology Hldg Co Ltd387.1K$8.39M0.3%$2.12MAdded$2.28M
Universal Hlth Svcs Inc46.8K$8.37M0.3%−$1.83MCut−$2.29M
Ishares Inc342.9K$8.34M0.3%$2.66KAdded$1.3M
Old Dominion Freight Line In42.5K$8.31M0.3%$1.36MAdded$2.81M
Boston Scientific CorpBSX132.3K$8.3M0.3%−$4.31MCut−$9.08M
Cboe Global Mkts Inc29.3K$8.24M0.3%$874.4KAdded$944.1K
United Microelectronics CorpUMC910.4K$8.18M0.3%$887.5KAdded$1.95M
Sumitomo Mitsui Finl Group I404.9K$8M0.2%$159.4KAdded$659.1K
Eagle Matls Inc42.1K$7.98M0.2%−$718.5KAdded−$643.5K
Fresenius Medical Care Ag347.8K$7.85M0.2%−$333.2KAdded$1.55M
Murphy USA Inc.MUSA15.8K$7.81M0.2%$1.2MAdded$2.47M
Carnival Corp Ltd.CCL297K$7.69M0.2%−$1.29MAdded−$790.8K
Micron Technology IncMU22.5K$7.59M0.2%$1.18MCut−$1.82M
Toyota Motor Corp36.7K$7.56M0.2%−$244KAdded$1.01M
Idexx Labs Inc13.1K$7.38M0.2%−$1.44MAdded−$1.11M
Oneok Inc /New/OKE81.1K$7.33M0.2%$1.37MCut$567.2K
Ulta Beauty, Inc.ULTA13.9K$7.29M0.2%−$1.11MAdded−$868.3K
Fox Corp124.2K$7.26M0.2%−$1.82MCut−$2.08M
Brown Forman Corp267.8K$7.08M0.2%$67KAdded$2.48M
ServiceNow, Inc.NOW67.2K$7.02M0.2%New
Applied Indl Technologies In26.3K$6.99M0.2%$120.7KAdded$3.36M
Chipotle Mexican Grill IncCMG217.2K$6.95M0.2%−$1.08MCut−$10.4M
Asml Holding N V5.22K$6.89M0.2%$1.3MAdded$1.34M
Factset Resh Sys Inc31.7K$6.88M0.2%−$1.12MAdded$2.42M
Owens Corning New63.5K$6.87M0.2%−$221.1KAdded$168.1K
Crowdstrike Hldgs Inc17.6K$6.86M0.2%−$327.2KAdded$4.9M
Vanguard Scottsdale Fds72.7K$6.82M0.2%New
Unilever Plc118.6K$6.75M0.2%−$799KAdded$556K
Arch Cap Group Ltd68.9K$6.61M0.2%$4.82KCut−$122.8K
Capital One Finl Corp36K$6.56M0.2%−$2.16MCut−$2.19M
Block Inc107.6K$6.48M0.2%−$283.1KAdded$2.72M
Affiliated Managers Group In23.2K$6.42M0.2%−$268.6KCut−$447.9K
Coterra Energy Inc177.9K$6.25M0.2%$1.57MCut$870.2K
Diageo Plc83.3K$6.2M0.2%−$614KAdded$1.72M
Amplify Etf Tr137.6K$6.17M0.2%$31.5KAdded$2.16M
Medpace Hldgs Inc12.8K$6.17M0.2%−$1.05MCut−$1.37M
Ferguson Enterprises Inc25.9K$6.05M0.2%$270.5KAdded$383K
Booking Holdings Inc.BKNG1.44K$6.05M0.2%−$1.64MCut−$2.03M
Cognizant Technology Solutio96K$5.89M0.2%−$2.08MCut−$2.13M
Pilgrims Pride CorpPPC154.8K$5.85M0.2%−$190.4KCut−$216.2K
General Mtrs Co78.1K$5.82M0.2%−$532.7KCut−$2.16M
Valmont Inds Inc14.5K$5.79M0.2%−$39.9KCut−$174.6K
Hartford Insurance Group Inc42.8K$5.79M0.2%−$109.1KAdded−$65K
Advanced Micro Devices IncAMD28.4K$5.78M0.2%−$255.3KAdded$682.3K
Builders FirstSource, Inc.BLDR69.5K$5.72M0.2%−$1.12MAdded$141.8K
Comcast Corp New198.3K$5.69M0.2%−$198.9KAdded$655K
Axon Enterprise, Inc.AXON13.2K$5.62M0.2%New
Bread Financial Holdings Inc73.8K$5.53M0.2%$32.8KAdded$2.7M
Smith & Nephew Plc173.3K$5.51M0.2%−$144.2KAdded$916.1K
Kinder Morgan Inc Del163.5K$5.48M0.2%$955.2KAdded$1.13M
Uber Technologies, IncUBER76.2K$5.48M0.2%−$623.8KAdded$266.3K
Acuity Inc19.4K$5.44M0.2%−$1.55MCut−$1.8M
Waste Mgmt Inc Del23K$5.29M0.2%$231.3KAdded$245.1K
Post Hldgs Inc52.9K$5.23M0.2%New
Simpson Mfg Inc30.5K$5.23M0.2%$309.2KCut$300.6K
Ingredion IncINGR46.4K$5.22M0.2%$96.5KAdded$790.2K
Salesforce, Inc.CRM27.8K$5.19M0.2%−$2.17MCut−$4.83M
Nu Hldgs Ltd360.1K$5.18M0.2%−$712KAdded$146.4K
Tjx Cos Inc New32.2K$5.15M0.2%$196.4KCut−$235.1K
lululemon athletica inc.LULU33.3K$5.1M0.2%−$1.71MAdded−$1.39M
Abercrombie & Fitch Co55.7K$5.09M0.2%−$1.32MAdded$276.4K
AST SpaceMobile, Inc.ASTS61.2K$5.08M0.2%$627.2KCut−$374.5K
Icici Bank Limited193.4K$5.01M0.2%−$599.8KAdded$426.2K
Somnigroup International Inc.SGI67.2K$4.97M0.2%−$1.03MCut−$2.64M
Fidelity Natl Information Sv105.7K$4.96M0.2%−$1.6MAdded−$466.1K
Avery Dennison CorpAVY28.6K$4.94M0.2%−$263.4KCut−$593.4K
Lkq CorpLKQ167.9K$4.93M0.2%−$139.4KCut−$223.3K
Hci Group Inc31.9K$4.93M0.2%−$535.3KAdded$2.16M
Stryker CorpSYK14.8K$4.86M0.1%−$338.2KCut−$505.9K
Sap Se28K$4.79M0.1%−$1.54MAdded−$427.1K
International Business Machs19.7K$4.77M0.1%−$1.05MAdded−$1.02M
United Sts Lime & Minerals I36.1K$4.71M0.1%$95KAdded$3.67M
Enerpac Tool Group CorpEPAC127.9K$4.66M0.1%New
Wheaton Precious Metals Corp.WPM35.6K$4.66M0.1%$404.1KAdded$1.14M
Nisource Inc.NI98.5K$4.59M0.1%$482.5KCut$479.3K
Hamilton Lane IncHLNE46.2K$4.59M0.1%−$1.61MCut−$1.7M
PROG Holdings, Inc.PRG159.3K$4.57M0.1%−$99.5KAdded$905.1K
On Hldg Ag133.8K$4.55M0.1%−$88.4KAdded$4.22M
Credo Technology Group Holdi48.3K$4.53M0.1%New
Cameco CorpCCJ41K$4.45M0.1%$606.8KAdded$1.21M
Jones Lang Lasalle IncJLL14.5K$4.4M0.1%New
Coca-Cola Europacific Partne48.5K$4.4M0.1%−$1.45KCut−$7.44K
Griffon CorpGFF60.4K$4.39M0.1%−$50.7KAdded$539.5K
AecomACM51.3K$4.35M0.1%−$400.2KAdded$722.2K
Veeva Sys Inc24.6K$4.31M0.1%−$1.09MAdded−$793.1K
Catalyst Pharmaceuticals Inc169K$4.18M0.1%$44.3KAdded$3.46M
Aerovironment IncAVAV22.8K$4.18M0.1%New
Ies Hldgs IncIESC8.72K$4.15M0.1%$303.3KAdded$2.81M
Hawkins IncHWKN26.9K$4.14M0.1%$53.7KAdded$3.48M
Onespaworld Holdings Limited180.2K$4.14M0.1%$95.2KAdded$3.24M
T-Mobile Us Inc19.6K$4.12M0.1%$134.8KAdded$207.7K
L3harris Technologies Inc11.9K$4.11M0.1%$614.7KCut$596.2K
Sea LtdSE49.4K$4.09M0.1%−$1.37MAdded$189.1K
Alcoa CorpAA60.9K$4.04M0.1%$653.1KAdded$1.41M
Atmos Energy CorpATO21.7K$4.01M0.1%$367.4KAdded$406.5K
Osi Systems IncOSIS14.7K$3.9M0.1%$44.6KAdded$2.81M
Ligand Pharmaceuticals Inc19.3K$3.85M0.1%New
Coca Cola CoKO50.5K$3.84M0.1%$300.1KAdded$419.6K
Caci Intl Inc6.87K$3.73M0.1%$75.9KCut−$90.3K
Occidental Pete Corp57.1K$3.71M0.1%$938.7KAdded$2.09M
Oreilly Automotive Inc40.2K$3.71M0.1%$44.2KCut−$147.3K
Henry Jack & Assoc Inc23.3K$3.69M0.1%−$569.9KCut−$1.03M
Teledyne Technologies IncTDY5.96K$3.6M0.1%$561.5KCut$464.5K
Loews CorpL33.6K$3.59M0.1%New
InterDigital, Inc.IDCC11.9K$3.58M0.1%−$65.9KAdded$2.3M
Warrior Met Coal, Inc.HCC38.4K$3.58M0.1%$155KAdded$834.2K
Plexus CorpPLXS17.5K$3.55M0.1%$973.5KCut−$1.88M
Royal Gold IncRGLD13.8K$3.52M0.1%$352.7KAdded$1.09M
Henry Schein IncHSIC47.5K$3.5M0.1%−$89.2KCut−$91.8K
Ecolab Inc.ECL13.1K$3.48M0.1%$43.2KAdded$237.7K
Vita Coco Co Inc72.2K$3.46M0.1%−$115.4KAdded$2.26M
Freeport-Mcmoran IncFCX58.7K$3.45M0.1%$372.3KAdded$1.08M
Range Res Corp75.7K$3.42M0.1%$530.5KAdded$1.53M
Duke Energy Corp New26K$3.41M0.1%$331.6KAdded$575.1K
Core Natural Resources, Inc.CNR32.5K$3.41M0.1%$395.9KAdded$1.24M
Franco Nev Corp13.8K$3.4M0.1%$415.9KAdded$1.23M
Regeneron Pharmaceuticals, Inc.REGN4.4K$3.4M0.1%$3.39KCut−$152.5K
Ceco Environmental CorpCECO57K$3.39M0.1%−$3.12KAdded$2.7M
Sei Invts Co43K$3.37M0.1%−$152.5KCut−$250.8K
First Tr Exchange Traded Fd53.2K$3.33M0.1%−$311.8KAdded$794.4K
Dimensnl Ultrashrt Fixed65.5K$3.32M0.1%$3.93KCut−$5.59M
Alps Etf Tr62.4K$3.28M0.1%$228.1KAdded$1.38M
Prologis Inc.24.8K$3.28M0.1%$112KCut−$1.04M
EXPAND ENERGY CorpEXE29.8K$3.28M0.1%−$12.2KAdded$954.1K
Agnico Eagle Mines LtdAEM16K$3.24M0.1%$468.8KAdded$868.7K
United Airls Hldgs Inc35K$3.22M0.1%New
Cirrus Logic, Inc.CRUS21.9K$3.17M0.1%$572.9KCut−$2.17M
Generac Hldgs Inc16.2K$3.17M0.1%$956.2KCut$735K
Vanguard Index Fds35.7K$3.17M0.1%$7.45KAdded$26.4K
Wisdomtree Tr62.9K$3.13M0.1%$123.1KAdded$1.2M
Neurocrine Biosciences IncNBIX23.5K$3.1M0.1%New
Ishares Tr99.3K$3.01M0.1%−$39.2KAdded$1.11M
Roku, IncROKU31.6K$2.99M0.1%New
Peabody Energy CorpBTU90.2K$2.97M0.1%$239.2KAdded$785.8K
Dynatrace, Inc.DT79.3K$2.93M0.1%−$504.6KCut−$2.08M
Equinox Gold Corp.EQX199.2K$2.87M0.1%$49.1KAdded$727.5K
Tri Pointe Homes Inc60.1K$2.81M0.1%$900.7KAdded$949.2K
Alamos Gold Inc NewAGI62.3K$2.76M0.1%$280KAdded$857.3K
Topbuild Corp7.82K$2.75M0.1%−$515.2KCut−$778.9K
Exelixis, Inc.EXEL63.9K$2.74M0.1%−$60.1KCut−$278.7K
Unifirst Corp Mass10.9K$2.73M0.1%$637.7KCut−$1.25M
Terex Corp New45.6K$2.69M0.1%$237.2KAdded$479.3K
Devon Energy Corp New53.4K$2.69M0.1%$582.1KAdded$1.13M
Dutch Bros Inc.BROS52.9K$2.68M0.1%−$558.2KCut−$654.3K
Newmont Corp24.7K$2.67M0.1%$162.5KAdded$742.2K
Neos Etf Trust51.8K$2.56M0.1%−$41.2KAdded$1.87M
Sibanye Stillwater Ltd207.4K$2.56M0.1%−$312.7KAdded$246.3K
Neos Etf Trust49.7K$2.55M0.1%−$38.5KAdded$1.86M
Tetra Tech Inc New84.1K$2.53M0.1%−$287.8KCut−$3.04M
Antero Resources CorpAR59.7K$2.53M0.1%$354.2KAdded$1M
Sanmina CorpSANM19.4K$2.52M0.1%−$396.7KCut−$666.9K
Nutrien Ltd.NTR33.4K$2.51M0.1%$348.4KAdded$910K
Equinix IncEQIX2.48K$2.43M0.1%$530.1KCut−$158.7K
Kontoor Brands, Inc.KTB34K$2.39M0.1%$275KAdded$565.1K
Ufp Industries IncUFPI25.6K$2.35M0.1%$27.4KCut−$2.35M
Madden Steven Ltd69.3K$2.35M0.1%−$535.3KCut−$794.8K
Global X Fds31.6K$2.35M0.1%$300KCut$287K
Cabot CorpCBT31.1K$2.34M0.1%$281KCut−$881.7K
Ishares Tr16.3K$2.25M0.1%−$50.8KCut−$7.59M
Global X Fds47.3K$2.21M0.1%−$155.1KAdded$327.2K
Intuitive Surgical IncISRG4.73K$2.18M0.1%−$498KCut−$655.4K
Enova Intl Inc16K$2.18M0.1%−$342.6KCut−$3.21M
Visteon CorpVC23.9K$2.17M0.1%−$93.8KAdded−$60.7K
Amplify Etf Tr34.6K$2.16M0.1%−$291.3KAdded$344.3K
Donnelley Finl Solutions Inc45.5K$2.14M0.1%$20KAdded$71.7K
Broadstone Net Lease, Inc.BNL116.9K$2.14M0.1%New
Ishares Tr45.8K$2.13M0.1%−$61.6KAdded$331.2K
Korn FerryKFY33.8K$2.13M0.1%New
Victory Cap Hldgs Inc32.4K$2.12M0.1%$75.3KAdded$135K
Palomar Hldgs Inc17.7K$2.11M0.1%−$270KCut−$358.9K
Apogee Enterprises, Inc.APOG62.8K$2.11M0.1%−$180.3KCut−$961.6K
Mosaic Co NewMOS82.5K$2.1M0.1%$70.2KAdded$903.7K
Global X Fds89.7K$2.07M0.1%−$331.8KAdded$530.5K
Pc Connection IncCNXN34.9K$2.04M0.1%$19.3KAdded$453.4K
Prestige Consmr Healthcare I34.4K$2.04M0.1%New
Aci Worldwide, Inc.ACIW49.5K$2.03M0.1%−$325.2KAdded−$257.1K
Nmi Hldgs Inc53.9K$2.02M0.1%−$170.4KAdded−$96.2K
Innospec Inc.IOSP27K$1.97M0.1%−$95.2KCut−$1.24M
Euronet Worldwide, Inc.EEFT29.7K$1.97M0.1%−$289.6KCut−$724.7K
Halozyme Therapeutics, Inc.HALO30.5K$1.97M0.1%−$81.4KCut−$425.9K
Lazard, Inc.LAZ46.3K$1.97M0.1%−$278.4KAdded−$258.4K
Vaneck Etf Trust14.6K$1.94M0.1%$72.5KAdded$939.7K
Viavi Solutions Inc.VIAV58.1K$1.93M0.1%$898.4KCut$778.4K
Etf Ser Solutions28.2K$1.92M0.1%$101.8KAdded$426.1K
Moelis & CoMC33.2K$1.89M0.1%−$384.9KAdded−$362.7K
Dexcom IncDXCM30K$1.88M0.1%−$107KCut−$11M
Addus Homecare CorpADUS19.9K$1.87M0.1%−$248KAdded−$70.8K
Artisan Partners Asset Mgmt50.5K$1.84M0.1%−$174.3KAdded$205.9K
Global X Fds48.6K$1.81M0.1%$14.5KAdded$111.5K
Zebra Technologies Corporati8.54K$1.78M0.1%−$212.2KAdded$257.9K
Ishares Tr5.42K$1.78M0.1%New
First Tr Exchange Traded Fd10.7K$1.75M0.1%$82.8KAdded$546.4K
Simon Ppty Group Inc New9.32K$1.74M0.1%$13.2KCut−$700K
Neos Etf Trust36.4K$1.72M0.1%−$12.3KAdded$1.27M
Tesla, Inc.TSLA4.56K$1.7M0.1%−$269KAdded$144.4K
Southern Copper Corp/SCCO9.84K$1.69M0.1%$228.8KAdded$545.4K
Vale S.A.VALE106.2K$1.69M0.1%$227.8KAdded$659.2K
Affirm Hldgs Inc35.9K$1.65M0.1%New
Alps Etf Tr29.3K$1.54M0.0%$23.6KAdded$456.2K
Neos Etf Trust32.1K$1.52M0.0%−$10.7KAdded$1.11M
Global X Fds36.9K$1.5M0.0%−$229.8KAdded−$219K
Sterling Infrastructure, Inc.STRL3.63K$1.48M0.0%$367KCut$223.7K
Universal Technical Inst Inc39.8K$1.44M0.0%$264.4KAdded$742.1K
Adeia Inc.ADEA58.6K$1.41M0.0%New
Exchange Traded Concepts Tru42.1K$1.39M0.0%−$197.7KAdded$295.2K
Amplify Etf Tr27.5K$1.37M0.0%−$121.2KAdded$396K
Louisiana Pac Corp18.4K$1.34M0.0%−$86.3KAdded$468.2K
Stoke Therapeutics, Inc.STOK40.6K$1.32M0.0%New
Ark Etf Tr49.2K$1.3M0.0%−$69.9KAdded$506.4K
Vanguard Whitehall Fds8.55K$1.27M0.0%$35.8KAdded$145.4K
Primoris Svcs Corp8.63K$1.23M0.0%$163.1KCut−$167.6K
Bank America Corp25.3K$1.23M0.0%−$156.5KAdded−$143.5K
Crispr Therapeutics AgCRSP25.3K$1.2M0.0%−$80.8KAdded$333.9K
CareTrust REIT, Inc.CTRE32.5K$1.19M0.0%$15.9KCut−$768K
Toast, Inc.TOST44.8K$1.19M0.0%New
Nuscale Pwr Corp108.5K$1.18M0.0%−$99.7KAdded$751.9K
Regency Ctrs Corp15.3K$1.16M0.0%$101.8KCut−$394.8K
First Tr Exchange Traded Fd10.6K$1.16M0.0%−$186.7KAdded−$12.4K
Knowles CorpKN44.5K$1.14M0.0%$115.8KAdded$558.8K
Imax CorpIMAX30.1K$1.14M0.0%$19.8KAdded$444.7K
First Indl Rlty Tr Inc19.7K$1.14M0.0%$11.4KCut−$549.1K
Inventrust Pptys Corp37.4K$1.14M0.0%$84.1KCut−$365.6K
WisdomTree, Inc.WT76.1K$1.11M0.0%$122.7KAdded$476.6K
Adtalem Global Ed IncCVSA9.57K$1.1M0.0%$73.8KAdded$454.7K
Solaris Energy Infras Inc19.3K$1.09M0.0%$123KAdded$552.2K
Essential Pptys Rlty Tr Inc35.7K$1.08M0.0%$25KCut−$467.7K
Agree Rlty Corp14.3K$1.08M0.0%$48KCut−$355.7K
Public Storage Oper Co3.95K$1.07M0.0%$45KCut−$442.4K
Host Hotels & Resorts, Inc.HST55.8K$1.07M0.0%$79.8KCut−$292K
Eastgroup Pptys Inc5.77K$1.07M0.0%$40.1KCut−$189.5K
Global X Fds21.8K$1.06M0.0%$124.5KCut$52.3K
Azz IncAZZ8.43K$1.05M0.0%New
Schwab Strategic Tr36K$1.05M0.0%−$96.1KAdded$150K
Vse Corp5.45K$1M0.0%$59.1KAdded$126.4K
Terreno Rlty Corp16.3K$1M0.0%$44.2KCut−$249.3K
Proshares Tr17.7K$999.4K0.0%New
Union Pac Corp4.11K$998.1K0.0%$44.4KAdded$90.2K
Equity Lifestyle Pptys IncELS15.9K$993.6K0.0%$28.8KCut−$223.5K
Stag Indl IncSTAG27.1K$976.8K0.0%−$19KCut−$362.4K
Power Solutions Intl Inc15.9K$969.6K0.0%$33.4KAdded$459.7K
LifeStance Health Group, Inc.LFST149.7K$953.3K0.0%New
Avalonbay Cmntys Inc5.8K$946.9K0.0%−$104.1KCut−$436.3K
Equity ResidentialEQR16K$946.9K0.0%−$62.3KCut−$322K
CubesmartCUBE25.8K$945.1K0.0%$15.5KCut−$237.6K
Allient IncALNT15.8K$936.5K0.0%New
Camden Ppty Tr9.57K$934.4K0.0%−$118.8KCut−$450.8K
Mid-Amer Apt Cmntys Inc7.5K$915.5K0.0%−$125.9KCut−$385.9K
Cavco Inds Inc Del1.79K$866.4K0.0%−$184.4KAdded−$156.8K
Joby Aviation Inc104.6K$863.7K0.0%−$217.1KAdded$283.7K
Cousins Pptys Inc38.3K$863.4K0.0%−$122.8KCut−$508.2K
Vanguard Index Fds1.42K$849.7K0.0%−$17.7KAdded$475.3K
Dave Inc4.86K$845.9K0.0%−$213KAdded−$150.7K
Huron Consulting Group Inc.HURN6.46K$823.2K0.0%−$234.1KAdded−$68K
AvePoint, Inc.AVPT84.3K$801.6K0.0%−$240.9KAdded$37.8K
Rexford Indl Rlty Inc22.8K$746.8K0.0%−$136.7KCut−$314K
Shopify Inc.SHOP6.18K$732.8K0.0%−$157.4KAdded$134.5K
Ishares Bitcoin Trust EtfIBIT18.8K$722.1K0.0%−$106.1KAdded$252.9K
Vertiv Holdings CoVRT2.66K$666.5K0.0%New
Schwab Strategic Tr22.8K$661.6K0.0%$12.6KAdded$64.5K
Proshares Tr6.01K$637K0.0%New
GE Vernova Inc.GEV681$594.4K0.0%$88.2KAdded$331.7K
Palantir Technologies Inc.PLTR3.87K$565.7K0.0%−$77.4KAdded$128.8K
Analog Devices IncADI1.68K$533.9K0.0%New
Welltower Inc.WELL2.64K$521.8K0.0%$31.9KCut−$25.6K
Amentum Holdings, Inc.AMTM19.6K$510.8K0.0%New
Phibro Animal Health CorpPAHC9.06K$501.1K0.0%New
Curbline Pptys Corp19.2K$493.9K0.0%New
Fiserv IncFISV8.2K$457.8K0.0%−$93.3KCut−$198.5K
Ishares Inc5.66K$445.2K0.0%$29.6KAdded$85.3K
Solstice Advanced Matls Inc5.41K$412.2K0.0%New
Corning Inc3K$408K0.0%New
Everus Constr Group3.29K$388.9K0.0%New
Forum Energy Technologies In6.33K$371.6K0.0%New
Synopsys IncSNPS912$361.6K0.0%−$66.8KCut−$190.3K
Keysight Technologies, Inc.KEYS1.25K$352.1K0.0%$98.7KCut−$127.2K
Ishares Tr2.39K$348.8K0.0%$9.29KAdded$69.5K
Qnity Electronics, Inc.Q2.98K$343.7K0.0%New
Ge Aerospace1.19K$337.1K0.0%−$28.8KCut−$149K
Sandisk CorpSNDK524$332.9K0.0%New
Entergy Corp New2.93K$329.4K0.0%$58.4KCut$10.3K
Costamare Bulkers Hldgs Ltd20.5K$316.8K0.0%$702Added$136.3K
Digi Intl Inc6.26K$301.9K0.0%New
Schwab Charles Corp3.19K$299.7K0.0%New
Brightspring Health Svcs Inc6.92K$295.1K0.0%$32.8KAdded$57.2K
Millrose Pptys Inc10.5K$292.9K0.0%New
Heritage Insurance Hldgs Inc11K$289K0.0%New
Southwest Gas Hldgs Inc3.32K$288.3K0.0%New
Concentra Group Holdings Par13.4K$288.1K0.0%New
Ishares Tr2.95K$287K0.0%New
Canadian Imperial Bank Of Co3.02K$286.2K0.0%$12.5KCut−$80.7K
Unitedhealth Group IncUNH1.05K$285.5K0.0%−$62.8KCut−$78.3K
Magnum Ice Cream Co Nv19.3K$283K0.0%−$23KCut−$44.3K
Janus Henderson Group Plc5.5K$282.3K0.0%$18.9KAdded$45.7K
Costamare Inc16.7K$281.7K0.0%New
Gci Liberty Inc7.63K$281K0.0%New
PBF Energy Inc.PBF5.89K$280.7K0.0%New
Orion Group Hldgs Inc25.4K$277.2K0.0%New
Tactile Sys Technology Inc10.6K$276.4K0.0%New
Liberty Live Holdings Inc2.99K$274.4K0.0%New
Western Digital CorpWDC1.01K$272.9K0.0%New
Constellium SeCSTM11K$271K0.0%$59.2KAdded$76.2K
Cbre Group, Inc.CBRE1.98K$268.8K0.0%−$50.3KCut−$72.4K
Edison Intl3.63K$265.3K0.0%New
Samsara Inc.IOT8.29K$262.7K0.0%−$29.1KAdded−$11.3K
Millicom Intl Cellular S A3.5K$262K0.0%New
Ubiquiti Inc.UI328$259.2K0.0%New
Invesco Exch Traded Fd Tr Ii2.29K$257.1K0.0%−$13.4KAdded$36.1K
Dominion Energy, IncD4.12K$254.6K0.0%New
Century Alum Co4.25K$249.3K0.0%New
Ultra Clean Hldgs Inc4K$248.5K0.0%New
Eqt CorpEQT3.89K$247.6K0.0%$39.1KCut−$187.2K
Gigacloud Technology IncGCT5.44K$247K0.0%New
Worthington Stl Inc8.03K$243.7K0.0%New
Coherent Corp.COHR1.01K$241.5K0.0%New
Oracle Corp1.63K$239.9K0.0%−$78KCut−$183.6K
Resolute Hldgs Mgmt Inc1.46K$237.6K0.0%New
Seaport Entmt Group Inc10.9K$234.9K0.0%New
Solventum CorpSOLV3.57K$232.9K0.0%New
Davita Inc.DVA1.51K$231.9K0.0%New
Ezcorp IncEZPW9.12K$231.4K0.0%New
Angi Inc.ANGI33.5K$229.2K0.0%−$82KAdded$54.9K
Ralliant CorpRAL5.45K$226.8K0.0%New
Anaptysbio, IncANAB4.06K$225.4K0.0%New
Snowflake Inc.SNOW1.49K$225K0.0%−$102.3KCut−$105.6K
Benchmark Electrs Inc4.01K$224.6K0.0%New
Danaher Corporation1.17K$222K0.0%−$46KCut−$344.3K
Federated Hermes, Inc.FHI3.87K$219.6K0.0%New
MongoDB, Inc.MDB893$218.6K0.0%−$156.2KCut−$185.6K
DIEBOLD NIXDORF, IncDBD2.88K$217.6K0.0%New
Scorpio Tankers Inc.STNG2.89K$215.5K0.0%New
Graham CorpGHM2.73K$215.5K0.0%New
V2X, Inc.VVX3.13K$214.7K0.0%New
Kaiser Aluminum CorpKALU1.78K$214K0.0%New
Inhibrx Biosciences, Inc.INBX3.16K$212.6K0.0%New
Versant Media Group, Inc.VSNT5.74K$212.3K0.0%New
RingCentral, Inc.RNG5.63K$209.4K0.0%New
Carvana Co.CVNA664$208.7K0.0%New
Ralph Lauren CorpRL600$206.4K0.0%New
United Fire Group IncUFCS5.51K$204.4K0.0%New
Gap IncGAP8.41K$203.5K0.0%New
UiPath, Inc.PATH14.4K$159.5K0.0%New
OppFi Inc.OPFI10.9K$84.1K0.0%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.