13F

Investor

TD Capital Management LLC

CIK 0001483824 · filed 2026-05-11 · SEC filing

13F book

$1.11B

Positions

853

108 new · 73 sold

Largest name

17.2%

Ishares Tr

Est. mark

−$26.1M

Price effect on 741 names still held. Flow $11M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr1.34M$190.8M17.2%−$8.39MCut−$10.8M
Vanguard Index Fds257.7K$82.7M7.4%−$3.72MAdded−$3.66M
Vanguard Bd Index Fds694.8K$54.5M4.9%−$277.9KCut−$1.31M
Ishares Tr80.4K$52.5M4.7%−$2.49MAdded−$1.31M
Pimco Etf Tr436K$41.8M3.8%−$53.8KAdded$393.8K
Vanguard Specialized Funds187.1K$40.2M3.6%−$882.9KCut−$1.11M
Vanguard Bd Index Fds527.9K$38.9M3.5%−$225.3KAdded$71.7K
Ishares Tr196.4K$37.7M3.4%−$1.34MCut−$1.81M
Vanguard Growth Etf76.7K$33.5M3.0%−$3.92MCut−$4.09M
Vanguard Index Fds137.6K$27M2.4%$717KCut$697.5K
Vanguard Index Fds88.1K$26.3M2.4%−$1.4MCut−$1.52M
Ishares Tr261.8K$26M2.3%−$159.7KCut−$373.1K
Pimco Etf Tr248.9K$25M2.3%$57.3KCut−$632.3K
Vanguard Index Fds41.7K$24.9M2.2%−$1.13MAdded$926.6K
Pimco Etf Tr402.9K$20.3M1.8%$7.65KAdded$1.01M
J P Morgan Exchange Traded F411.9K$19.4M1.7%−$106.9KAdded$645.8K
Autozone IncAZO5.02K$16.9M1.5%−$68.8KHeld
First Tr Exchange-Traded Fd314.9K$15.7M1.4%−$55.3KAdded$322K
J P Morgan Exchange Traded F321.9K$15.2M1.4%−$72KAdded$1.9M
Ishares Tr160K$13.9M1.2%$320KCut$15.3K
J P Morgan Exchange Traded F263.7K$13.8M1.2%−$37.3KAdded$628.6K
J P Morgan Exchange Traded F268.4K$13.6M1.2%$5.38KAdded$89.2K
Invesco Exchange Traded Fd T162.4K$12.2M1.1%$22.8KCut−$36.6K
Ishares Tr131.5K$12.2M1.1%−$186.7KCut−$577.9K
Ishares Tr111.1K$11.8M1.1%−$22KAdded$45.5K
Wisdomtree Tr133.9K$11.8M1.1%−$212.8KCut−$274.1K
Pimco Etf Tr126.1K$11.6M1.0%−$93KAdded$814.6K
Spdr Series Trust144.3K$11.4M1.0%−$482.8KAdded−$169.6K
J P Morgan Exchange Traded F219.8K$11.2M1.0%$8.81KCut−$525.5K
Vanguard Index Fds40.8K$10.7M1.0%$162KCut$91.1K
Vanguard Index Fds33.2K$9.54M0.9%−$101KCut−$133.8K
Pgim Etf Tr186.5K$9.23M0.8%−$14.9KAdded$1.03M
Ishares Tr59.9K$8.29M0.7%−$187KCut−$196.8K
First Tr Exchange-Traded Fd88.8K$8.24M0.7%$22.1KCut$13K
Fidelity Merrimack Str Tr180.3K$8.22M0.7%−$73.8KAdded$132K
Vanguard Index Fds39.6K$8.15M0.7%−$131.6KCut−$311K
Pimco Etf Tr155.7K$8.13M0.7%−$30.6KAdded$854.5K
First Tr Exchange-Traded Fd128.7K$7.69M0.7%−$19.3KCut−$304K
Wisdomtree Tr113.7K$5.72M0.5%$2.29KCut−$1.48M
J P Morgan Exchange Traded F112.8K$5.64M0.5%−$45.8KAdded$1.11M
Apple Inc.AAPL22K$5.57M0.5%−$382.7KAdded−$184.7K
Vanguard Star Fds66.6K$5.13M0.5%$111.2KCut$81.8K
Vanguard Mun Bd Fds88.7K$4.42M0.4%−$35.5KCut−$100.4K
Ishares Tr38.3K$4.07M0.4%−$36.6KAdded−$18.2K
J P Morgan Exchange Traded F58.3K$3.58M0.3%−$105.5KAdded−$8.37K
Spdr Series Trust45.5K$3.49M0.3%−$62.4KAdded$2.13M
Microsoft CorpMSFT8.82K$3.27M0.3%−$1MCut−$1.03M
Invesco Exch Traded Fd Tr Ii11.6K$2.75M0.2%−$167.3KAdded−$16K
First Tr Exchange Traded Fd38.7K$2.64M0.2%−$36.7KAdded$496.8K
Wisdomtree Tr48.8K$2.61M0.2%−$240.8KAdded−$87.4K
Walmart Inc.WMT20.6K$2.56M0.2%$220.1KAdded$653.2K
Tractor Supply Co55.7K$2.52M0.2%−$262.5KHeld
Vanguard Malvern Fds31.7K$2.46M0.2%−$12.8KAdded$519.3K
Ishares Tr33.1K$2.32M0.2%$25KAdded$38.5K
Nvidia CorpNVDA12.9K$2.25M0.2%−$155KAdded−$142.5K
Ishares Tr45.2K$2.19M0.2%−$13.1KCut−$137K
Coca Cola CoKO25.7K$1.95M0.2%$157.8KCut$151.4K
Vanguard Bd Index Fds37.9K$1.89M0.2%−$2.06KCut−$319.8K
Invesco Exch Traded Fd Tr Ii16K$1.8M0.2%−$97.2KAdded$187.6K
Schwab Strategic Tr46.8K$1.43M0.1%$118.4KAdded$435.4K
Fedex CorpFDX3.87K$1.38M0.1%$260.5KCut$128.8K
Amazon Com IncAMZN6.5K$1.35M0.1%−$140.6KAdded−$85K
Ishares Tr9.2K$1.14M0.1%$37.3KAdded$58K
First Tr Exchange Traded Fd18K$1.13M0.1%−$153.9KAdded−$122.8K
Exxon Mobil Corp6.6K$1.12M0.1%$325.3KCut$282.8K
Spdr Series Trust22.1K$1.07M0.1%$32.3KCut−$38.5K
Invesco Exchange Traded Fd T9.9K$1.02M0.1%$9.42KCut$7.57K
Ishares Tr9.4K$850.7K0.1%$10.1KHeld
Goldman Sachs Etf Tr6.7K$838.9K0.1%−$48.4KAdded−$46.5K
Spdr S&P 500 Etf Tr1.1K$718.9K0.1%−$34.7KAdded−$32.7K
Netflix IncNFLX6.95K$668.3K0.1%$16.5KAdded$20.5K
Pimco Etf Tr22.6K$591.2K0.1%−$9.95KAdded$37.2K
Meta Platforms, Inc.META1.01K$577.3K0.1%−$89KCut−$92.3K
Tesla, Inc.TSLA1.55K$576.2K0.1%−$120.9KCut−$123.6K
Wd 40 CoWDFC2.79K$570.1K0.1%$19.7KHeld
Simmons 1st Natl Corp28.6K$556.2K0.1%$17KAdded$22.8K
Goldman Sachs Etf Tr10.7K$539.9K0.0%$855Cut−$50.1K
Chevron Corp NewCVX2.5K$517.1K0.0%$136.2KCut$131K
Blackrock Cap Allocation Ter35.7K$503.9K0.0%−$1KAdded$25.2K
Ishares Tr1.37K$488.5K0.0%−$23KAdded−$22.7K
Vanguard Bd Index Fds6.29K$485.2K0.0%−$4.45KAdded−$3.91K
Invesco Exchange Traded Fd T2.52K$483.8K0.0%$854Added$1.62K
Alphabet Inc1.67K$480.2K0.0%−$40.5KAdded$6.21K
Phillips 66PSX2.44K$445.1K0.0%$113KAdded$170.6K
Broadcom Inc.AVGO1.37K$423K0.0%−$49.5KAdded−$44.5K
Unum Group5.66K$413.1K0.0%−$25.3KHeld
Agnico Eagle Mines LtdAEM2K$406K0.0%$66.9KHeld
Alphabet Inc1.36K$390.2K0.0%−$34.7KCut−$43.1K
Caterpillar IncCAT550$390K0.0%$74.5KAdded$75.2K
Merck & Co., Inc.MRK3.21K$385.7K0.0%$47.5KAdded$53K
Calamos Etf Tr14.1K$384.7K0.0%$341Added$75.2K
Select Sector Spdr Tr9.08K$370.7K0.0%$4.3KAdded$6.79K
Ishares Tr3.3K$367.6K0.0%−$8.42KHeld
Ge Aerospace1.28K$362K0.0%−$30.8KAdded−$27.9K
Vanguard Intl Equity Index F4.79K$359.5K0.0%$7.35KCut$65
Wisdomtree Tr8.86K$357.5K0.0%−$7.54KCut−$7.62K
Ishares Tr11.6K$351.4K0.0%−$7.4KAdded−$6.95K
Vanguard Index Fds3.96K$350.9K0.0%$790Added$4.51K
Ishares Tr1.61K$343.2K0.0%$1.54KAdded$247.8K
Ishares Tr5.07K$342.4K0.0%$7.59KAdded$14.8K
Vanguard Scottsdale Fds4.1K$339.3K0.0%−$4.1KHeld
Bank New York Mellon Corp2.8K$332.3K0.0%$7.13KAdded$7.37K
Berkshire Hathaway Inc Del685$328.3K0.0%−$16.1KHeld
Wabtec1.26K$314.3K0.0%$1.51KAdded$305.8K
Ishares Tr717$305.9K0.0%−$33.6KHeld
Lowes Cos Inc1.25K$295.3K0.0%−$5.64KAdded$14.9K
Vaneck Etf Trust3.04K$293.9K0.0%−$20KAdded−$7.39K
J P Morgan Exchange Traded F3.64K$289.4K0.0%−$31.4KAdded$20.8K
International Paper Co8.06K$287.9K0.0%−$18.6KAdded$89.5K
Ishares Tr5.45K$286.5K0.0%−$1.74KHeld
Spdr Series Trust9.14K$281.9K0.0%−$7.78KCut−$7.87K
Fidelity Covington Trust7.74K$280.8K0.0%−$14.7KAdded−$13.9K
Ishares Tr5.35K$274.1K0.0%−$2.89KHeld
Occidental Pete Corp6.3K$270.4K0.0%$149KCut$148.7K
Fidelity Covington Trust3.7K$268.6K0.0%−$11.1KAdded−$10.1K
Vanguard World Fd1.55K$268K0.0%$72.8KAdded$73.1K
GE Vernova Inc.GEV305$266.6K0.0%$66.6KAdded$68.4K
Johnson & JohnsonJNJ1.04K$254.1K0.0%$39.2KCut$31.1K
Graniteshares Etf Tr4.64K$253.8K0.0%−$55.8KHeld
Nextera Energy Inc2.71K$251.5K0.0%$34.1KCut$9.9K
Vanguard Tax-Managed Fds3.91K$250.4K0.0%$6.29KCut−$11.9K
Invesco Qqq Tr431$248.6K0.0%−$16.3KAdded−$15.7K
Vanguard Scottsdale Fds3.89K$231.5K0.0%New
Pepsico IncPEP1.49K$231.3K0.0%$17.5KCut$1.55K
Procter And Gamble CoPG1.59K$230.1K0.0%$1.72KAdded$5.48K
Ishares Tr1.61K$228.1K0.0%−$12.1KAdded−$11.6K
Marathon Pete Corp933$227.8K0.0%$76.1KHeld
First Tr Exchng Traded Fd Vi5.02K$219K0.0%−$3.63KAdded−$1.19K
Williams Cos Inc3K$218.3K0.0%$38KHeld
First Tr Exchange-Traded Fd1.06K$213.9K0.0%−$6.07KHeld
Home Depot, Inc.HD622$204.5K0.0%−$9.56KCut−$71.5K
At&T Inc6.92K$200.5K0.0%$28.5KAdded$29.9K
Ishares Tr2.38K$199.1K0.0%New
Schwab Strategic Tr7.74K$191.6K0.0%$5.5KHeld
Ishares Tr777$186.5K0.0%−$7.64KAdded$3.16K
Select Sector Spdr Tr4.06K$186.2K0.0%$13KAdded$13.2K
Fidelity Merrimack Str Tr3.72K$186.1K0.0%−$666Cut−$122.9K
Jpmorgan Chase & Co.633$186.1K0.0%−$17.9KCut−$120.7K
World Gold Tr1.99K$184.7K0.0%$14.6KHeld
Goldman Sachs Group Inc212$179.5K0.0%−$6.82KAdded−$5.97K
Ishares Tr3.33K$177.1K0.0%−$2.18KAdded−$1.22K
Fidelity Merrimack Str Tr3.54K$175.7K0.0%−$2.1KAdded−$714
Select Sector Spdr Tr1.19K$174.1K0.0%−$9.74KAdded−$9.6K
Ishares Tr1.22K$173.9K0.0%$5.94KAdded$24.4K
Philip Morris Intl Inc1.03K$170.9K0.0%$5.13KAdded$6.28K
Spdr Gold Tr394$169.5K0.0%$13.4KHeld
AbbVie Inc.ABBV778$169.3K0.0%−$8.41KCut−$18.5K
Occidental Pete Corp2.57K$167.1K0.0%$61.4KCut$57.1K
Select Sector Spdr Tr1.92K$157.7K0.0%$8.26KAdded$8.42K
Schwab Strategic Tr4.76K$154.4K0.0%$4.37KAdded$4.66K
Cisco Sys Inc1.96K$152.2K0.0%$1.08KAdded$1.31K
Pimco Etf Tr1.55K$150.3K0.0%−$1.57KAdded$171
Csx CorpCSX3.65K$149.6K0.0%$17.5KHeld
First Tr Exchng Traded Fd Vi4.37K$147.4K0.0%−$2.14KHeld
Schwab Strategic Tr4.92K$143.4K0.0%−$17.2KAdded−$17K
Ishares Tr1.45K$140.9K0.0%$1.6KHeld
Ishares Tr1.15K$139.5K0.0%−$8.76KCut−$12.8K
Schwab Strategic Tr4.47K$136.4K0.0%$3.96KAdded$4.6K
Vanguard Intl Equity Index F986$136.3K0.0%−$2.79KAdded−$2.37K
Ishares Tr1.32K$135.5K0.0%−$385Held
Visa Inc.V432$130.5K0.0%−$18.7KAdded−$3.57K
Southern Co1.34K$129.5K0.0%$12.4KAdded$12.9K
RTX CorpRTX663$127.9K0.0%$6.35KCut−$8.5K
Spdr Series Trust869$126.8K0.0%$5.89KAdded$6.62K
Schwab Strategic Tr4.02K$125.9K0.0%−$5.9KAdded−$5.53K
First Tr Exch Traded Fd Iii6.16K$123.4K0.0%−$68Cut−$199.7K
Invesco Exch Traded Fd Tr Ii3.27K$118.4K0.0%−$2.09KAdded−$1.91K
Vanguard Whitehall Fds1.34K$118.3K0.0%−$4.01KAdded−$3.21K
Vanguard Malvern Fds2.3K$114.8K0.0%$1.13KHeld
Pacer Fds Tr1.83K$114.6K0.0%$4.03KAdded$13.3K
Select Sector Spdr Tr1.87K$114.5K0.0%$30.9KCut$15.8K
Pimco Etf Tr2.31K$114.5K0.0%−$157Added$21.9K
Fidelity Covington Trust3.01K$111.9K0.0%$1.82KAdded$2.68K
ConocophillipsCOP834$110.1K0.0%$7.85KAdded$91K
Fidelity Covington Trust2.14K$109.6K0.0%−$4.43KAdded−$4.17K
Ishares Tr1.06K$109.5K0.0%$1.1KHeld
Intel CorpINTC2.48K$109.4K0.0%$17.9KHeld
Metlife Inc1.5K$106.1K0.0%−$12.3KHeld
Vanguard World Fd458$102.8K0.0%$5.96KAdded$6.63K
Ishares Tr401$99.4K0.0%$814Held
J P Morgan Exchange Traded F2.16K$99.3K0.0%New
Spdr S&P Midcap 400 Etf Tr157$97.1K0.0%$2.45KHeld
Yum Brands IncYUM607$94.4K0.0%$2.57KAdded$2.72K
Sysco CorpSYY1.32K$94.3K0.0%−$3.1KAdded−$2.67K
First Tr Exchange Traded Fd2.38K$92.7K0.0%−$2.58KCut−$3.19K
Te Connectivity PlcTEL438$91.5K0.0%−$8.09KAdded−$7.88K
Gilead Sciences, Inc.GILD651$90.7K0.0%$10.8KAdded$10.9K
ServiceNow, Inc.NOW855$89.4K0.0%−$38.2KAdded−$30.9K
Bank America Corp1.83K$89.3K0.0%−$11.4KAdded−$11.1K
Taiwan Semiconductor Mfg Ltd260$87.7K0.0%$8.61KAdded$8.95K
Eastman Chem Co1.1K$84K0.0%$12.5KAdded$20.1K
3M COMMM554$80.4K0.0%−$8.22KHeld
Howmet Aerospace Inc.HWM348$80.2K0.0%$8.88KHeld
Ssga Active Tr1.36K$78.8K0.0%−$6.24KHeld
Honeywell Intl Inc348$78.6K0.0%$6.08KAdded$40.2K
Target CorpTGT643$77.9K0.0%$14.9KAdded$15.2K
First Tr Exchange Traded Fd2.4K$76.8K0.0%$4KAdded$4.25K
S&P Global Inc.SPGI180$76.6K0.0%−$17.4KHeld
Abbott LabsABT736$75.6K0.0%−$16.5KAdded−$16.2K
Unitedhealth Group IncUNH275$74.3K0.0%−$16.3KHeld
Invesco Exch Trd Slf Idx Fd1.23K$73.6K0.0%−$1.24KHeld
Select Sector Spdr Tr1.49K$73.5K0.0%−$7.99KAdded−$7.74K
Micron Technology IncMU216$73K0.0%$11.3KHeld
First Tr Exchange Traded Fd444$72.6K0.0%$868Added$60.1K
Ishares Tr598$72.3K0.0%−$3.41KHeld
Eli Lilly & CoLLY78$72K0.0%−$12.1KHeld
Empire St Rlty Op L P13.6K$68.6K0.0%−$17KAdded−$16.6K
Republic Svcs Inc312$68.4K0.0%$53Added$65.8K
Asml Holding N V51$67.5K0.0%$12.8KHeld
Eaton Corp PlcETN188$67.2K0.0%$6.63KAdded$14.1K
Doubleline Etf Trust2.14K$66.1K0.0%−$2.96KHeld
Johnson Ctls Intl Plc503$65.9K0.0%$5.6KCut−$12.9K
Disney Walt Co676$65.2K0.0%−$10.3KAdded−$2.22K
Waste Mgmt Inc Del280$64.3K0.0%$2.82KHeld
Nvent Electric PlcNVT534$63.2K0.0%New
Dimensional Etf Trust1.82K$62.9K0.0%New
Ford Mtr Co5.39K$62.2K0.0%−$557Added$57.6K
Spdr Series Trust2.04K$61.5K0.0%−$265Held
Corteva, Inc.CTVA728$61K0.0%$12.1KAdded$12.2K
Medtronic PlcMDT690$59.8K0.0%−$5.3KAdded$5.53K
Autodesk, Inc.ADSK247$59.1K0.0%−$14KHeld
American Healthcare REIT, Inc.AHR1.24K$58.5K0.0%$143Added$426
Pimco Etf Tr619$57.7K0.0%−$966Added$153
Ishares Tr725$57.1K0.0%−$844Added−$687
Northrop Grumman Corp84$57K0.0%$9.35KHeld
Ishares Tr502$56.8K0.0%New
First Tr Exchange-Traded Fd1.41K$55.7K0.0%$1.53KAdded$1.61K
Shell Plc597$55.5K0.0%$11.6KHeld
Raymond James Finl Inc379$54.8K0.0%−$6.08KAdded−$5.79K
Delta Air Lines Inc DelDAL814$54.1K0.0%−$2.34KAdded−$2.21K
Intuitive Surgical IncISRG116$53.5K0.0%−$10.5KAdded−$3.16K
International Business Machs220$53.3K0.0%−$2.73KAdded$38K
Spdr Index Shs Fds803$53.1K0.0%$373Held
Union Pac Corp217$52.7K0.0%$2.58KCut−$17.8K
Bp Plc1.12K$52.7K0.0%$12.5KAdded$17.2K
Spdr Index Shs Fds1.02K$52.4K0.0%−$910Held
Norfolk Southn Corp182$52.3K0.0%−$102Added$14.3K
Genuine Parts CoGPC491$51.9K0.0%−$8.48KAdded−$8.37K
Comcast Corp New1.77K$50.9K0.0%−$2.07KAdded−$1.55K
Royce Micro-Cap Tr Inc4.5K$50.9K0.0%$3.96KHeld
Ishares Tr2.45K$50.1K0.0%−$310Added−$4
Ishares Tr236$49.8K0.0%−$227Cut−$8.91K
Oracle Corp338$49.7K0.0%−$14.5KAdded−$9.4K
American Elec Pwr Co Inc379$49.7K0.0%$5.89KAdded$6.29K
Verizon Communications IncVZ989$49.7K0.0%$8.51KAdded$13.1K
Intuit Inc.INTU114$49.4K0.0%−$24.2KAdded−$20.3K
First Tr Exchange Traded Fd444$49.2K0.0%$5.56KHeld
Schwab Strategic Tr1K$48.9K0.0%$2.93KAdded$13.3K
Uber Technologies, IncUBER675$48.6K0.0%−$5.3KAdded$4.27K
First Tr Exchange Traded Fd799$48.3K0.0%−$2KAdded−$1.94K
Ishares Tr2.1K$48K0.0%$92Added$390
Ishares Tr2.13K$47.9K0.0%−$90Added$202
First Tr Exchng Traded Fd Vi1.92K$47.5K0.0%−$770Added−$250
Ishares Tr247$46.8K0.0%$2.08KCut−$19.5K
PENTAIR plcPNR534$46.5K0.0%New
Capital Group Gbl Growth Eqt1.39K$46.3K0.0%−$1.78KHeld
Wells Fargo Co New578$46K0.0%−$7.18KAdded−$3.2K
Spdr Series Trust181$45.9K0.0%$2.32KHeld
Ishares Tr2.08K$45.5K0.0%−$198Added$64
Altria Group, Inc.MO687$45.3K0.0%$5.65KAdded$6.05K
Ishares Tr2.28K$45K0.0%−$272Added−$16
Freeport-Mcmoran IncFCX750$44.1K0.0%$5.99KHeld
Schwab Charles Corp464$43.6K0.0%−$2.75KAdded−$2.66K
Diageo Plc581$43.2K0.0%−$1.32KAdded$33.5K
Ishares Tr438$42.6K0.0%$436Added$533
Ww Grainger Inc39$42.5K0.0%$3.19KHeld
Sylvamo CorpSLVM999$42.2K0.0%−$5.83KAdded−$5.49K
Vaneck Etf Trust110$42.2K0.0%$2.56KHeld
Wisdomtree Tr865$41.7K0.0%−$406Held
Cvs Health CorpCVS578$41.5K0.0%−$4.36KCut−$13.9K
Ishares Tr696$41.2K0.0%New
Kinder Morgan Inc Del1.22K$40.9K0.0%$7.37KHeld
Mondelez Intl Inc698$40.2K0.0%$2.65KAdded$2.83K
CARRIER GLOBAL CorpCARR708$39.9K0.0%$2.48KCut−$1.75K
First Tr Exchng Traded Fd Vi2.1K$39.7K0.0%−$494Held
Ishares Tr405$38.7K0.0%$215Held
Advanced Micro Devices IncAMD190$38.7K0.0%−$1.07KAdded$17.2K
Performance Food Group CoPFGC447$38.3K0.0%−$1.9KHeld
Lyft, Inc.LYFT2.88K$38.2K0.0%−$17.5KHeld
Starbucks CorpSBUX419$37.5K0.0%$2.02KAdded$5.78K
Vanguard World Fd53$37K0.0%−$2.94KHeld
Qualcomm Inc287$36.9K0.0%−$10.9KAdded−$7.34K
Alps Etf Tr662$36.8K0.0%−$1.34KHeld
Ecolab Inc.ECL138$36.7K0.0%$510Added$5.03K
Vertex Pharmaceuticals Inc82$36.6K0.0%−$512Added$2.61K
Vertiv Holdings CoVRT145$36.3K0.0%$12.8KCut$11.9K
Dover CorpDOV172$35.8K0.0%$2.36KHeld
American Centy Etf Tr348$34.8K0.0%$2.09KHeld
Tjx Cos Inc New216$34.5K0.0%$1.17KAdded$5.64K
Enterprise Prods Partners L900$34.1K0.0%New
Adobe Inc.ADBE140$34K0.0%−$12.9KAdded−$8.32K
Unilever Plc594$33.8K0.0%−$5.01KHeld
Direxion Shs Etf Tr342$33.7K0.0%−$1.24KHeld
Capital Group Dividend Value779$33.2K0.0%−$857Held
Principal Financial Group In367$33K0.0%$625Added$985
Vanguard Index Fds176$32.4K0.0%$1.2KAdded$1.39K
T Rowe Price Etf Inc720$32.2K0.0%−$231Added−$142
Argenx SEARGX44$32.1K0.0%−$4.87KHeld
Emerson Elec Co244$32K0.0%−$416Added−$285
American Centy Etf Tr395$31.8K0.0%$1.35KAdded$1.43K
Palantir Technologies Inc.PLTR212$31K0.0%−$6.67KCut−$21.4K
Avery Dennison CorpAVY179$30.9K0.0%−$1.64KAdded−$1.47K
Wedbush Ser Tr1.08K$30.8K0.0%−$3.51KHeld
Totalenergies SeTTE334$30.4K0.0%$7.18KAdded$12K
Constellation Energy CorpCEG109$30.3K0.0%−$8.34KHeld
Pfizer IncPFE1.07K$30K0.0%$3.38KAdded$3.58K
Ishares Bitcoin Trust EtfIBIT781$30K0.0%−$8.77KHeld
Amplify Etf Tr665$29.8K0.0%New
Ishares Tr93$29.3K0.0%−$849Held
Costco Whsl Corp New29$29.1K0.0%$803Added$22.9K
Vanguard Intl Equity Index F198$28.9K0.0%$487Held
Ge Healthcare Technologies I402$28.6K0.0%−$4.35KHeld
Thrivent Etf Trust688$28.6K0.0%New
Invesco Exch Traded Fd Tr Ii675$28.5K0.0%$48Held
Invesco Db Commdy Indx Trck960$27.8K0.0%$6.32KHeld
Epr Pptys553$27.6K0.0%$19Added$22.6K
Shopify Inc.SHOP231$27.4K0.0%−$7.58KAdded−$1.41K
Citigroup Inc240$27.3K0.0%−$789Held
Applied Indl Technologies In103$27.2K0.0%$877Held
Rio Tinto Plc285$26.5K0.0%$3.77KHeld
Ark Etf Tr391$26.4K0.0%−$3.65KHeld
First Horizon Corporation1.16K$26.3K0.0%−$1.32KAdded−$1.26K
Ishares Tr240$26.2K0.0%−$288Held
Public Svc Enterprise Grp In323$26.2K0.0%$178Added$421
Stanley Black & Decker, Inc.SWK361$25.7K0.0%−$1.13KAdded−$850
Ishares Tr231$25.5K0.0%$104Held
lululemon athletica inc.LULU165$25.3K0.0%−$3.56KAdded$11.8K
Spdr Series Trust172$25.2K0.0%New
Vanguard Intl Equity Index F466$25.2K0.0%$135Held
Illinois Tool Wks Inc96$25.1K0.0%$1.5KHeld
Newmont Corp231$25K0.0%$1.94KHeld
Enbridge Inc457$24.7K0.0%$2.85KAdded$3.12K
Clean Harbors IncCLH86$24.7K0.0%$4.49KHeld
Spdr Series Trust192$24.6K0.0%−$753Held
Parker-Hannifin CorpPH27$24.3K0.0%$184Added$11K
Becton Dickinson & CoBDX154$24.2K0.0%−$5.61KAdded−$5.46K
Sony Group Corp1.16K$24K0.0%−$4.68KAdded−$414
Crowdstrike Hldgs Inc61$23.8K0.0%−$4.78KHeld
Energy Transfer L P1.22K$23.5K0.0%$2.86KAdded$6.72K
Consolidated Edison IncED207$23.4K0.0%$2.8KAdded$3.02K
Vistra Corp.VST155$23.3K0.0%−$1.71KCut−$2.35K
Microchip Technology Inc.360$23.2K0.0%$213Added$7.25K
L3harris Technologies Inc67$23.1K0.0%$3.46KHeld
Ishares Tr156$23K0.0%New
Monster Beverage Corp New317$23K0.0%−$1.33KHeld
General Dynamics CorpGD66$22.6K0.0%$429Cut−$23.8K
Vanguard Intl Equity Index F275$22.6K0.0%−$382Added−$217
Sherwin Williams CoSHW70$22.5K0.0%−$241Held
Ishares Tr144$22.4K0.0%−$1.83KHeld
Astrazeneca Plc OrdAZN113$22.3K0.0%New
Lazard, Inc.LAZ520$22.1K0.0%−$3.13KAdded−$2.92K
Global X Fds473$22.1K0.0%New
American Intl Group Inc292$21.9K0.0%−$2.51KAdded$1.32K
Archer-Daniels-Midland CoADM300$21.8K0.0%New
Ishares Tr340$21.8K0.0%−$1.39KHeld
Thermo Fisher Scientific Inc.TMO44$21.6K0.0%−$3.34KAdded−$392
Equinix IncEQIX22$21.6K0.0%$4.71KHeld
BlackRock, Inc.BLK22$21.5K0.0%−$1.81KCut−$22K
Natwest Group Plc1.45K$21.5K0.0%−$3.76KCut−$4.16K
Warner Bros. Discovery, Inc.WBD767$21.1K0.0%−$1.04KHeld
Invesco Exchange Traded Fd T192$20.6K0.0%New
Mitsubishi Ufj Finl Group In1.21K$20.6K0.0%$981Added$6.53K
Spdr Series Trust213$20.5K0.0%$778Held
Salesforce, Inc.CRM109$20.4K0.0%−$8.49KCut−$35.8K
Zillow Group Inc493$20.4K0.0%−$13.2KHeld
Cummins IncCMI38$20.3K0.0%$1.11KHeld
UDR, Inc.UDR600$20.3K0.0%New
Zoetis Inc.ZTS171$20.2K0.0%−$796Added$7.13K
Wisdomtree Tr452$19.9K0.0%New
First Tr Exchange-Traded Fd489$19.8K0.0%−$618Added−$293
Invesco Actively Managed Exc213$19.7K0.0%$436Added$621
Trust For Professional Manag700$19.7K0.0%New
Ishares Tr354$19.6K0.0%−$1.9KHeld
Vaneck Etf Trust210$19.3K0.0%$1.26KHeld
Boeing Co95$18.9K0.0%−$1.72KHeld
Truist Finl Corp410$18.9K0.0%−$1.3KAdded−$1.12K
Spdr Series Trust220$18.7K0.0%$108Added$193
Mastercard IncMA37$18.6K0.0%−$968Added$11.1K
Amgen IncAMGN52$18.4K0.0%$1.05KAdded$5.65K
Palo Alto Networks IncPANW114$18.3K0.0%−$2.72KHeld
Eaton Vance Tax-Managed Dive1.3K$18K0.0%−$2.02KHeld
Compass, Inc.COMP2.45K$17.9K0.0%New
Mcdonalds CorpMCD58$17.9K0.0%$235Cut−$44.3K
Spdr Series Trust185$17.9K0.0%$483Held
Spdr Series Trust188$17.8K0.0%$756Held
Paypal Hldgs Inc389$17.6K0.0%−$5.1KAdded−$5.06K
Colgate Palmolive CoCL205$17.5K0.0%$1.27KCut−$8.28K
Ishares Tr205$17.4K0.0%$488Added$573
Marsh & Mclennan Cos Inc100$17.3K0.0%−$1.18KHeld
Spdr Series Trust187$17.1K0.0%$143Added$11.5K
Applovin CorpAPP43$17.1K0.0%−$11.9KCut−$15.9K
Invesco Exch Traded Fd Tr Ii908$17.1K0.0%New
Stryker CorpSYK52$17.1K0.0%−$1.19KHeld
Ppl Corp441$16.8K0.0%$1.4KHeld
Plains Gp Hldgs L P690$16.8K0.0%$3.55KHeld
American Tower Corp New97$16.7K0.0%−$260Held
Teck Resources Ltd322$16.7K0.0%$1.24KHeld
Corebridge Finl Inc695$16.6K0.0%−$4.39KHeld
Spdr Series Trust362$16.5K0.0%New
Global X Fds495$16.4K0.0%−$1.48KAdded−$1.42K
TKO Group Holdings, Inc.TKO81$16.4K0.0%−$592Held
Accenture Plc Ireland82$16.3K0.0%−$5.7KCut−$18.6K
Profesionally Managed Portfo308$16.3K0.0%−$3.9KHeld
Banco Bilbao Vizcaya Argenta748$16.2K0.0%−$1.23KHeld
Ishares Tr167$16.1K0.0%$530Held
Duke Energy Corp New121$15.8K0.0%$1.7KCut−$5.43K
First Tr Exchange-Traded Alp132$15.8K0.0%$847Held
Spdr Index Shs Fds253$15.7K0.0%−$622Added−$560
Otis Worldwide CorpOTIS203$15.7K0.0%−$2.08KAdded−$2K
Eaton Vance Tax-Managed Glob1.8K$15.6K0.0%−$1.57KHeld
United Parcel Service IncUPS158$15.5K0.0%−$199Added$96
Lockheed Martin CorpLMT26$15.4K0.0%$2.75KCut−$11.4K
Talen Energy CorpTLN48$15.3K0.0%−$2.67KHeld
Pg&E Corp870$15.3K0.0%$1.3KHeld
Harley-Davidson, Inc.HOG752$15.2K0.0%−$203Held
Southwest Airls Co401$15.1K0.0%−$378Added$10.9K
Sap Se88$15.1K0.0%−$6.31KCut−$8.02K
Onemain Hldgs Inc281$15K0.0%−$3.95KHeld
Wesco Intl Inc54$14.8K0.0%$1.56KHeld
Prologis Inc.111$14.7K0.0%$487Added$619
M & T Bk Corp71$14.7K0.0%$402Held
Air Prods & Chems Inc49$14.3K0.0%$1.66KAdded$5.16K
Datadog, Inc.DDOG120$14.2K0.0%−$2.15KHeld
NIKE, Inc.NKE268$14.2K0.0%−$2.92KHeld
Mgic Invt Corp Wis537$14.1K0.0%−$1.6KHeld
Ing Groep N.V.539$14.1K0.0%−$1.04KAdded−$964
Linde PlcLIN28$14K0.0%$2.08KCut−$36.4K
Tema Etf Trust376$13.8K0.0%$743Held
Old Dominion Freight Line In70$13.7K0.0%$2.7KHeld
Ishares Inc300$13.6K0.0%New
Ishares Tr293$13.6K0.0%$137Added$5.09K
First Tr Exchange-Traded Fd266$13.5K0.0%$904Added$7.26K
Alibaba Group Hldg Ltd105$13.2K0.0%−$2.23KHeld
Pacer Fds Tr310$13.2K0.0%$1.16KAdded$1.33K
Bunge Global SaBG103$13.1K0.0%$3.99KHeld
British Amern Tob Plc224$13.1K0.0%$409Added$584
Dell Technologies Inc.DELL79$13K0.0%$3.02KHeld
Eqt CorpEQT200$12.7K0.0%$2.01KHeld
First Tr Exchange Traded Fd275$12.7K0.0%−$1.57KHeld
Sun Cmntys Inc100$12.6K0.0%New
Ishares Tr203$12.6K0.0%$449Cut−$7.9K
Relx Plc377$12.5K0.0%−$2.74KHeld
Automatic Data Processing In61$12.4K0.0%−$3.2KHeld
Block Inc205$12.3K0.0%−$1.01KHeld
Quest Diagnostics IncDGX63$12.3K0.0%$1.46KHeld
M/I Homes, Inc.MHO100$12.2K0.0%New
Elanco Animal Health IncELAN511$12.2K0.0%$664Held
Pnc Finl Svcs Group Inc58$12.1K0.0%$8Added$3.99K
Invesco Exch Traded Fd Tr Ii103$11.9K0.0%$86Held
Murphy USA Inc.MUSA24$11.9K0.0%$2.17KHeld
Idexx Labs Inc21$11.8K0.0%−$1.83KAdded$976
Canadian Pacific Kansas City150$11.8K0.0%$754Held
Schwab Strategic Tr422$11.8K0.0%$261Added$317
Trane Technologies PlcTT28$11.7K0.0%$779Held
Oreilly Automotive Inc127$11.7K0.0%$99Added$3.51K
Exelon CorpEXC238$11.7K0.0%$1.28KAdded$1.38K
Apollo Global Mgmt Inc104$11.6K0.0%−$3.47KHeld
Yum China Hldgs Inc236$11.5K0.0%$251Added$300
Robinhood Mkts Inc166$11.5K0.0%−$7.27KHeld
Synopsys IncSNPS29$11.5K0.0%−$2.12KCut−$5.88K
Ishares Tr76$11.5K0.0%$708Added$859
Ishares Gold Tr130$11.5K0.0%$909Held
Eni S P A200$11.3K0.0%$3.73KHeld
Ishares Tr300$10.9K0.0%New
T-Mobile Us Inc51$10.7K0.0%$357Held
Smucker J M Co107$10.3K0.0%−$146Added−$49
Zillow Group Inc247$10.2K0.0%−$6.62KHeld
Ishares Inc129$10.1K0.0%$770Held
Toyota Motor Corp49$10.1K0.0%−$62Added$8.81K
Morgan Stanley61$10.1K0.0%−$689Cut−$3.17K
Marvell Technology, Inc.MRVL101$10K0.0%$1.43KHeld
Ishares Tr121$9.99K0.0%−$56Added$27
Vanguard World Fd50$9.91K0.0%$655Held
Fidelity Covington Trust178$9.86K0.0%−$233Added−$178
Texas Instrs Inc50$9.71K0.0%$1.03KCut−$18.4K
St Joe CoJOE154$9.64K0.0%$488Added$551
Blackrock Etf Trust260$9.42K0.0%−$609Held
Hasbro, Inc.HAS100$9.36K0.0%New
Hubspot IncHUBS38$9.28K0.0%−$5.97KHeld
Destiny Tech100 Inc.DXYZ346$9.27K0.0%−$1.33KHeld
Construction Partners, Inc.ROAD82$9.11K0.0%$211Held
Paramount Skydance CorpPSKY1.01K$9.09K0.0%−$4.4KAdded−$4.37K
Travelers Companies, Inc.TRV31$8.95K0.0%$62Held
Snowflake Inc.SNOW59$8.9K0.0%−$4.04KCut−$4.48K
Sea LtdSE107$8.86K0.0%−$4.79KCut−$5.04K
Pacer Fds Tr189$8.75K0.0%$927Added$1.21K
Insulet CorpPODD41$8.6K0.0%−$3.05KHeld
Kraneshares Trust261$8.55K0.0%−$922Held
Ameriprise Finl Inc19$8.54K0.0%−$753Cut−$21.3K
Ross Stores, Inc.ROST39$8.53K0.0%$564Added$5.6K
Alliancebernstein Hldg L P226$8.46K0.0%−$235Held
Templeton Emerging Mkts Inco1.41K$8.45K0.0%−$601Added−$421
Deere & CoDE15$8.45K0.0%$1.47KHeld
Invesco Exchange Traded Fd T78$8.44K0.0%−$462Held
Eaton Vance Risk-Managed Div1.02K$8.36K0.0%−$665Held
Smartstop Self Storag Reit I275$8.33K0.0%New
Schwab Strategic Tr286$8.31K0.0%$154Added$183
Spotify Technology S.A.SPOT17$8.24K0.0%−$1.63KHeld
Houlihan Lokey, Inc.HLI56$8.02K0.0%−$1.04KAdded$1.82K
Novo-Nordisk A S212$7.81K0.0%−$3KHeld
Wisdomtree Tr82$7.75K0.0%$66Added$161
Sanofi Sa159$7.66K0.0%−$44Held
Alnylam Pharmaceuticals, Inc.ALNY23$7.61K0.0%−$1.54KHeld
Boston Scientific CorpBSX121$7.59K0.0%−$3.06KAdded−$1.37K
Rockwell Automation, IncROK21$7.56K0.0%−$613Cut−$25.9K
Nutrien Ltd.NTR100$7.55K0.0%$1.37KHeld
Cigna GroupCI28$7.51K0.0%−$230Held
Cintas CorpCTAS44$7.44K0.0%−$833Held
Ishares Inc106$7.43K0.0%$270Held
International Flavors&Fragra102$7.38K0.0%$493Added$565
Capital One Finl Corp40$7.38K0.0%−$534Added$5.37K
Victory Portfolios Ii134$7.32K0.0%$262Held
Jones Lang Lasalle IncJLL24$7.3K0.0%−$771Held
Tenet Healthcare CorpTHC38$7.17K0.0%−$380Held
Ishares Tr105$7.16K0.0%−$168Held
Ferrari N.V.RACE21$7.11K0.0%−$654Held
Vontier CorpVNT200$7.09K0.0%New
Minerals Technologies IncMTX100$7.09K0.0%New
Genie Energy Ltd.GNE500$7.07K0.0%New
Rbc Bearings IncRBC13$7.06K0.0%$1.23KHeld
Liberty Media Corp Del83$7.06K0.0%−$1.12KHeld
Hdfc Bank LtdHDB280$6.97K0.0%−$3.26KHeld
Qnity Electronics, Inc.Q60$6.93K0.0%$2.03KHeld
Advanced Energy Inds21$6.78K0.0%$567Added$5.73K
Apogee Enterprises, Inc.APOG200$6.71K0.0%New
Tema Etf Trust134$6.67K0.0%New
Cheesecake Factory IncCAKE118$6.44K0.0%$307Added$2.65K
Check Point Software Tech Lt45$6.43K0.0%−$1.92KHeld
Sandisk CorpSNDK10$6.35K0.0%$3.98KHeld
Wec Energy Group, Inc.WEC54$6.25K0.0%$512Held
Welltower Inc.WELL31$6.17K0.0%$381Held
Cognizant Technology Solutio100$6.16K0.0%−$2.17KHeld
Ishares Tr164$6.04K0.0%−$91Held
Fidelity Covington Trust183$6K0.0%−$548Held
Waters Corp20$5.96K0.0%New
Lkq CorpLKQ200$5.87K0.0%New
Workday, Inc.WDAY45$5.85K0.0%−$3.82KCut−$5.32K
Spdr Series Trust60$5.84K0.0%−$516Held
Formfactor IncFORM60$5.82K0.0%New
Hilton Worldwide Hldgs Inc19$5.78K0.0%$320Held
Markel Group Inc.MKL3$5.74K0.0%−$707Held
American Homes 4 Rent204$5.7K0.0%−$852Held
First Tr Exchange Traded Fd51$5.59K0.0%−$196Held
DuPont de Nemours, Inc.DD121$5.54K0.0%$696Held
Teladoc Health, Inc.TDOC1K$5.45K0.0%−$1.55KHeld
Factset Resh Sys Inc25$5.42K0.0%−$1.83KHeld
Lam Research CorpLRCX25$5.41K0.0%$1.08KHeld
Vanguard Wellington Fd36$5.34K0.0%−$133Held
Armstrong World Inds Inc New32$5.33K0.0%−$839Held
Watsco Inc15$5.3K0.0%$75Added$429
Mckesson CorpMCK6$5.22K0.0%$277Held
Ssga Active Etf Tr131$5.19K0.0%−$66Added−$26
Aon plcAON16$5.19K0.0%−$192Added$3.05K
Blackstone Inc.BX45$5.16K0.0%−$771Added$1.98K
Huntington Ingalls Inds Inc14$5.13K0.0%$538Held
America Movil Sab De Cv200$5.1K0.0%$962Held
Ssga Active Etf Tr125$5.05K0.0%−$8Added$32
Ishares Tr108$5.04K0.0%−$776Held
Novartis Ag33$5.04K0.0%$547Held
Reinsurance Grp Of America I24$4.99K0.0%−$5Added$2.07K
Xcel Energy Inc63$4.97K0.0%$37Added$3.9K
Intercontinental Exchange In31$4.92K0.0%−$47Added$3.76K
MSCI Inc.MSCI9$4.88K0.0%−$290Cut−$8.9K
Nisource Inc.NI103$4.81K0.0%$486Added$533
Fortune Brands Innovations I123$4.8K0.0%−$1.36KHeld
Carvana Co.CVNA15$4.72K0.0%New
Globe Life Inc33$4.64K0.0%−$14Held
Coterra Energy Inc130$4.56K0.0%New
Pacer Fds Tr102$4.56K0.0%$46Added$91
Arbor Realty Trust Inc589$4.54K0.0%−$30Held
Global X Fds193$4.46K0.0%New
Gmo Etf Trust122$4.42K0.0%−$273Held
Gsk Plc80$4.42K0.0%$492Held
White Mtns Ins Group Ltd2$4.4K0.0%$240Held
Draftkings Inc New200$4.32K0.0%−$2.57KCut−$10.9K
Nexpoint Residential Tr Inc171$4.28K0.0%−$872Held
Atmos Energy CorpATO23$4.27K0.0%New
Us Bancorp Del82$4.26K0.0%New
Teledyne Technologies IncTDY7$4.24K0.0%New
Starwood Ppty Tr Inc244$4.2K0.0%−$192Held
Danaher Corporation22$4.18K0.0%Added$4.17K
Primerica, Inc.PRI16$4.1K0.0%−$109Held
Scotts Miracle-Gro CoSMG67$4.08K0.0%$46Added$2.42K
Cms Energy Corp52$4.06K0.0%$426Held
Thomson Reuters Corp45$4.05K0.0%−$1.89KHeld
Ishares Tr80$4.05K0.0%$5Cut−$23.2K
Ishares Tr64$3.94K0.0%−$219Cut−$10.8K
Brightstar Lottery PLCBRSL300$3.82K0.0%New
C. H. Robinson Worldwide, Inc.CHRW23$3.82K0.0%$123Held
Doximity, Inc.DOCS161$3.75K0.0%−$3.38KHeld
Solstice Advanced Matls Inc48$3.66K0.0%$1.33KCut$696
Cbre Group, Inc.CBRE27$3.66K0.0%−$684Held
Air Lease Corp56$3.65K0.0%$52Held
Chipotle Mexican Grill IncCMG113$3.62K0.0%−$230Added$1.92K
Darling Ingredients Inc.DAR58$3.59K0.0%New
American Wtr Wks Co Inc New26$3.54K0.0%New
Flowserve CorpFLS48$3.53K0.0%New
Moog Inc12$3.52K0.0%New
Motorola Solutions, Inc.MSI8$3.49K0.0%$144Added$2.33K
Anheuser Busch Inbev Sa/Nv50$3.47K0.0%$267Held
Amkor Technology, Inc.AMKR76$3.43K0.0%New
Silgan Hldgs Inc88$3.41K0.0%−$139Held
Barclays Plc161$3.4K0.0%−$690Held
Rpm Intl Inc34$3.38K0.0%New
Valero Energy Corp14$3.36K0.0%$1.16KHeld
Mccormick & Co Inc66$3.33K0.0%New
Hexcel Corp New41$3.33K0.0%$50Added$2.73K
Marriott Intl Inc New10$3.32K0.0%$177Held
Oceaneering Intl Inc93$3.3K0.0%$228Added$2.82K
Interactive Brokers Group In48$3.25K0.0%$138Held
Slm Corp150$3.22K0.0%−$843Added−$822
FirstCash Holdings, Inc.FCFS17$3.2K0.0%New
SPX Technologies, Inc.SPXC16$3.2K0.0%−$0Added$2.6K
Alcon IncALC42$3.17K0.0%New
Bank Hawaii Corp42$3.15K0.0%$277Held
Ishares Inc26$3.11K0.0%New
Ishares Tr67$3.1K0.0%−$23Held
Spdr Series Trust24$3.07K0.0%New
Cullen Frost Bankers Inc22$3.04K0.0%New
American Express CoAXP10$3.04K0.0%−$670Held
Stag Indl IncSTAG84$3.02K0.0%−$22Added$1.56K
Serve Robotics Inc357$3.01K0.0%−$693Held
Take-Two Interactive Softwar15$2.96K0.0%−$877Held
EnersysENS17$2.96K0.0%New
Oshkosh CorpOSK20$2.95K0.0%New
Lennar Corp34$2.95K0.0%New
Costar Group, Inc.CSGP73$2.94K0.0%New
Cracker Barrel Old Ctry Stor102$2.87K0.0%$267Added$295
Crown Hldgs Inc28$2.86K0.0%−$67Held
Aar CorpAIR26$2.85K0.0%New
Everus Constr Group24$2.83K0.0%$97Added$2.58K
Playtika Hldg Corp1K$2.78K0.0%New
Lloyds Banking Group Plc550$2.76K0.0%−$149Cut−$673
Pinterest, Inc.PINS150$2.75K0.0%New
Newell Brands Inc.NWL800$2.74K0.0%−$232Held
Landstar Sys Inc17$2.67K0.0%$157Added$314
Bjs Whsl Club Hldgs Inc27$2.66K0.0%$226Held
Plexus CorpPLXS13$2.63K0.0%New
Trustmark CorpTRMK62$2.63K0.0%$23Added$2.35K
Select Sector Spdr Tr52$2.6K0.0%New
Jacobs Solutions Inc.J20$2.58K0.0%−$98Held
Trinity Inds Inc80$2.57K0.0%$449Added$481
Equity Lifestyle Pptys IncELS41$2.56K0.0%New
Toronto Dominion Bk Ont27$2.54K0.0%−$6Held
Airbnb, Inc.ABNB20$2.53K0.0%New
Versant Media Group, Inc.VSNT68$2.52K0.0%New
Gatx CorpGATX14$2.4K0.0%New
SiteOne Landscape Supply, Inc.SITE18$2.4K0.0%$154Held
Ametek Inc/AME11$2.39K0.0%$105Held
Baxter Intl Inc142$2.38K0.0%−$327Held
Martin Marietta Matls Inc4$2.38K0.0%−$134Held
United Bankshares Inc West V57$2.36K0.0%New
Ishares Tr25$2.35K0.0%−$59Held
United Cmnty Bks Blairsvle G72$2.27K0.0%New
Ryder Sys Inc11$2.26K0.0%New
Ebay IncEBAY25$2.25K0.0%$105Held
Radian Group IncRDN68$2.25K0.0%−$212Added−$179
Rigetti Computing Inc160$2.25K0.0%−$1.3KHeld
Lamar Advertising Co/NewLAMR17$2.2K0.0%$29Held
Rli CorpRLI38$2.19K0.0%−$261Held
Southstate Bk Corp23$2.13K0.0%New
Stifel Finl Corp29$2.12K0.0%New
ONE Gas, Inc.OGS24$2.08K0.0%New
Benchmark Electrs Inc37$2.07K0.0%New
Littelfuse Inc6$2.04K0.0%New
Chubb Limited6$2.03K0.0%Added$1.96K
Franklin Elec Inc22$2.03K0.0%New
First Finl Bankshares Inc69$2.03K0.0%−$45Added−$16
Gentex CorpGNTX93$2.02K0.0%−$142Added−$120
Badger Meter IncBMI13$2K0.0%−$284Held
Cboe Global Mkts Inc7$2K0.0%$219Held
Thor Inds Inc25$1.98K0.0%−$553Held
Magnum Ice Cream Co Nv131$1.96K0.0%−$118Held
TechnipFMC PLCFTI28$1.95K0.0%$692Held
Invesco Actvely Mngd Etc Fd112$1.94K0.0%$456Cut−$1.03K
Ss&C Technologies Hldgs Inc29$1.93K0.0%−$624Added−$557
Umb Finl Corp17$1.92K0.0%New
Hsbc Hldgs Plc23$1.91K0.0%$88Held
Casella Waste Sys Inc24$1.9K0.0%New
Kroger CoKR26$1.88K0.0%New
Arlo Technologies, Inc.ARLO132$1.88K0.0%$31Held
Atlantic Un Bankshares Corp52$1.88K0.0%New
Mohawk Inds Inc19$1.87K0.0%−$206Held
Parsons Corp Del34$1.84K0.0%New
Soundhound Ai Inc267$1.83K0.0%−$828Cut−$2.18K
Bristol-Myers Squibb Co30$1.82K0.0%$202Cut−$9.62K
Mid-Amer Apt Cmntys Inc15$1.82K0.0%−$227Held
Cabot CorpCBT24$1.82K0.0%New
Cts CorpCTS38$1.81K0.0%New
Lakeland Finl Corp31$1.81K0.0%$25Held
Worthington Enterprises, Inc.WOR34$1.8K0.0%$27Held
Dow Inc.DOW43$1.77K0.0%$745Added$786
Pinnacle Finl Partners Inc Com20$1.75K0.0%New
National Beverage CorpFIZZ52$1.75K0.0%$92Held
Verisk Analytics, Inc.VRSK9$1.74K0.0%−$305Held
Eversource EnergyES25$1.73K0.0%$49Held
Copart IncCPRT52$1.73K0.0%New
First Merchants Corp43$1.68K0.0%New
Integer Hldgs Corp19$1.67K0.0%New
Quantum Computing Inc.QUBT240$1.64K0.0%−$818Held
Solventum CorpSOLV25$1.63K0.0%−$348Held
Meritage Homes CorpMTH26$1.62K0.0%New
Cnx Res Corp42$1.62K0.0%$75Held
Paccar IncPCAR14$1.59K0.0%$104Held
Kkr & Co Inc17$1.59K0.0%−$595Held
Gartner IncIT10$1.58K0.0%−$940Held
STERIS plcSTE7$1.58K0.0%−$226Held
Northeast Bk Portland Me14$1.57K0.0%New
Enterprise Finl Svcs Corp28$1.52K0.0%New
Sempra16$1.52K0.0%$149Held
Timken CoTKR15$1.51K0.0%New
Coca-Cola Europacific Partne17$1.51K0.0%−$1Held
Archrock, Inc.AROC43$1.5K0.0%New
CDW CorpCDW12$1.5K0.0%−$178Held
Graco IncGGG17$1.47K0.0%$51Held
Kimberly Clark CorpKMB15$1.45K0.0%−$66Cut−$1.88K
Netgear, Inc.NTGR66$1.44K0.0%−$178Held
Xenia Hotels & Resorts, Inc.XHR96$1.42K0.0%$67Held
BorgWarner IncBWA26$1.42K0.0%$240Held
Helmerich & Payne, Inc.HP39$1.42K0.0%New
Haleon Plc140$1.41K0.0%−$14Held
Gen Digital Inc74$1.4K0.0%−$620Held
Wolverine World Wide Inc85$1.39K0.0%−$26Added$1.13K
Crh Plc13$1.38K0.0%−$258Held
Diodes Inc20$1.36K0.0%New
Ttm Technologies IncTTMI14$1.36K0.0%$398Held
Paycom Software, Inc.PAYC11$1.34K0.0%New
Moodys Corp3$1.32K0.0%−$223Held
Aflac IncAFL12$1.32K0.0%−$6Held
Box Inc56$1.32K0.0%New
Henry Jack & Assoc Inc8$1.29K0.0%−$194Held
Cencora, Inc.COR4$1.28K0.0%−$94Held
Pool CorpPOOL6$1.26K0.0%−$155Held
Conagra Brands Inc.CAG80$1.26K0.0%−$127Held
Smith & Nephew Plc39$1.24K0.0%−$41Held
Veralto CorpVLTO14$1.24K0.0%New
Banc Of California Inc69$1.21K0.0%−$128Added−$111
Banco Santander Sa107$1.21K0.0%−$48Held
Manhattan Associates IncMANH9$1.2K0.0%−$362Held
Organon & Co.OGN197$1.18K0.0%−$228Held
Four Corners Ppty Tr Inc48$1.14K0.0%New
UBS Group AGUBS29$1.13K0.0%−$210Held
Monolithic Pwr Sys Inc1$1.09K0.0%New
Eog Res Inc7$1.06K0.0%$298Held
Worthington Stl Inc35$1.05K0.0%−$171Added−$141
Clorox Co Del10$1.04K0.0%$28Held
Dycom Inds Inc3$1.02K0.0%$2Held
Copt Defense PropertiesCDP33$1.01K0.0%New
HCA Healthcare, Inc.HCA2$9600.0%$15Held
Rocket Cos Inc66$9410.0%−$337Held
Liberty Media Corp Del12$9370.0%−$136Held
Iqvia Hldgs Inc5$8530.0%−$274Held
Elbit Sys Ltd1$8510.0%$273Held
Woodside Energy Group Ltd35$8310.0%$277Added$301
Sumitomo Mitsui Finl Group I42$8200.0%$17Held
Sterling Infrastructure, Inc.STRL2$8150.0%$203Held
Kraft Heinz CoKHC36$8140.0%−$63Held
NXP Semiconductors N.V.NXPI4$8120.0%−$80Held
Viatris IncVTRS58$7880.0%$67Held
Fiserv IncFISV14$7810.0%−$159Cut−$965
Lithia Mtrs Inc3$7570.0%−$248Held
Enpro Inc.NPO3$7520.0%$109Held
Ptc Inc.PTC5$7120.0%−$159Held
Alkermes plc.ALKS20$7070.0%$147Held
Textron IncTXT8$7020.0%$4Held
Industrial Logistics Pptys T123$6990.0%New
Mizuho Financial Group Inc85$6730.0%$53Held
Federal Signal Corp6$6490.0%−$3Held
Richtech Robotics Inc.RR310$6480.0%−$353Held
Sanmina CorpSANM5$6480.0%−$102Held
Pebblebrook Hotel Tr51$6440.0%New
InterDigital, Inc.IDCC2$6040.0%−$34Held
Fidelity Wise Origin Bitcoin10$5900.0%−$172Held
Lumen Technologies, Inc.LUMN84$5800.0%−$69Held
Dana IncDAN17$5750.0%$169Held
Brinker Intl Inc4$5710.0%−$3Held
Ishares Tr10$5680.0%$21Held
Arrowhead Pharmaceuticals In9$5640.0%−$34Held
OUTFRONT Media Inc.OUT21$5630.0%$51Held
Esco Technologies IncESE2$5630.0%$172Held
Axcelis Technologies IncACLS6$5580.0%$76Held
Powell Inds Inc1$5420.0%$223Held
Installed Bldg Prods Inc2$5310.0%$11Held
Lxp Industrial Trust11$5160.0%−$29Held
Standex Intl Corp2$5100.0%$75Held
Regency Ctrs Corp6$4870.0%$48Held
Embraer S.A.EMBJ8$4760.0%−$39Held
Amentum Holdings, Inc.AMTM18$4690.0%−$53Held
Adient plcADNT23$4650.0%$24Held
Qorvo, Inc.QRVO6$4640.0%−$43Held
Semtech CorpSMTC6$4610.0%$19Held
Enviri CorpNVRI22$4320.0%$38Held
Sensient Technologies CorpSXT5$4320.0%−$40Held
Cohu IncCOHU14$4290.0%$103Held
Arcelormittal Sa Luxembourg8$4180.0%$51Held
Deutsche Bank A G14$4170.0%−$123Held
Viasat IncVSAT9$4120.0%$102Held
Nomura Hldgs Inc51$4010.0%−$26Held
Urban Outfitters IncURBN6$3800.0%−$72Held
CareTrust REIT, Inc.CTRE10$3740.0%$9Held
Cerence Inc.CRNC59$3720.0%−$259Held
Kyndryl Hldgs Inc28$3670.0%New
Skywest IncSKYW4$3670.0%−$35Held
Century Alum Co6$3520.0%$117Held
Wendys Co50$3480.0%−$69Held
Chemours CoCC15$3390.0%$159Held
Telephone & Data Sys Inc8$3370.0%$9Held
National Vision Hldgs Inc13$3370.0%$1Held
Diamondrock Hospitality CoDRH36$3360.0%$10Added$19
Peabody Energy CorpBTU10$3300.0%$32Held
Teradata Corp Del13$3200.0%−$61Held
Liberty Energy Inc.LBRT11$3180.0%$114Held
Netscout Sys Inc10$3180.0%$47Held
Par Pac Holdings Inc5$3130.0%$137Held
Impinj IncPI3$3080.0%−$214Cut−$736
Piper Sandler CompaniesPIPR4$3070.0%New
Resideo Technologies, Inc.REZI9$3030.0%−$13Held
Cvr Energy IncCVI9$3030.0%$74Held
TransMedics Group, Inc.TMDX3$2980.0%−$67Held
PJT Partners Inc.PJT2$2800.0%−$55Held
Warrior Met Coal, Inc.HCC3$2800.0%$15Held
RadNet, Inc.RDNT5$2790.0%−$78Held
Rex American Res Corp6$2730.0%$79Held
Adamas Trust Inc.37$2720.0%$2Added$9
Bancorp Inc Del5$2690.0%−$69Held
Perdoceo Ed Corp7$2620.0%$56Held
NCR Atleos CorpNATL6$2610.0%$32Held
Niocorp Devs Ltd150$2570.0%−$22Held
American Eagle Outfitters In14$2360.0%−$136Held
CenterspaceCSR4$2320.0%−$35Held
Victorias Secret And Co5$2320.0%−$39Held
Sunrun Inc.RUN17$2310.0%−$82Held
Sunstone Hotel Invs Inc New25$2300.0%$4Held
Medical Pptys Trust IncMPT48$2210.0%−$19Added−$14
Icon PlcICLR2$2210.0%−$143Held
Vodafone Group Plc New14$2140.0%$29Held
Sonos IncSONO15$2010.0%−$62Held
Lucid Group, Inc.LCID21$2000.0%−$22Held
Logitech Intl S A2$1820.0%−$18Held
Tenaris S A3$1750.0%$58Cut−$20
Supernus Pharmaceuticals, Inc.SUPN2$1030.0%$4Cut−$96
Amplify Etf Tr4$920.0%−$27Held
Signet Jewelers Limited1$850.0%$2Cut−$164
Defi Technologies, Inc.DEFT151$830.0%−$31Held
Ncr Voyix Corporation13$790.0%−$49Held
Avantor, Inc.AVTR6$470.0%−$22Held
Applied Matls Inc0$350.0%Held
Elme CommunitiesELME13$260.0%−$200Held
Fuelcell Energy Inc3$200.0%New
Stitch Fix, Inc.SFIX5$170.0%−$9Held
Canopy Growth CorpCGC10$90.0%New
Barrick Mng Corp0$70.0%Held
Workhorse Group Inc.WKHS2$60.0%−$4Held

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.