13F

Investor

TFC Financial Management, Inc.

CIK 0001827844 · filed 2026-04-23 · SEC filing

13F book

$811.6M

Positions

998

110 new · 75 sold

Largest name

26.8%

Ishares Tr

Est. mark

−$9.8M

Price effect on 888 names still held. Flow $24.1M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr333.1K$217.6M26.8%−$10.5MAdded−$9.45M
Ishares Tr1.37M$114.6M14.1%$1.5MCut−$906.4K
Ishares Tr990.7K$81.8M10.1%−$233.2KAdded$4.57M
Ishares Inc756K$52.7M6.5%$1.91MCut$944.9K
J P Morgan Exchange Traded F745.6K$45.7M5.6%−$1.36MAdded−$483.6K
Dimensional Etf Trust909.2K$44.1M5.4%$1.7MCut$1.33M
Dimensional Etf Trust409K$25.5M3.1%$1.19MCut$256K
Vanguard Scottsdale Fds82.4K$18.9M2.3%New
Vanguard Index Fds51.3K$15.3M1.9%−$764.9KAdded$230.9K
Johnson & JohnsonJNJ49.2K$12M1.5%$1.85MCut$1.72M
Apple Inc.AAPL43.2K$11M1.4%−$779.8KCut−$1.57M
Nushares Etf Tr292.6K$10.8M1.3%$339KCut$334K
Vanguard Bd Index Fds108.9K$8.54M1.1%−$42.5KAdded$164.6K
Exxon Mobil Corp40.7K$6.91M0.9%$2MAdded$2.03M
Microsoft CorpMSFT16.1K$5.95M0.7%−$1.82MCut−$1.99M
Berkshire Hathaway Inc Del11.7K$5.63M0.7%−$275.5KCut−$1.02M
Merck & Co., Inc.MRK38.6K$4.64M0.6%$580.1KHeld
Vanguard Bd Index Fds56.6K$4.17M0.5%−$22.9KAdded$214.5K
Nvidia CorpNVDA23.8K$4.15M0.5%−$288.1KCut−$432.9K
Ishares Tr78.8K$3.71M0.5%$3.99KAdded$3.53M
Ishares Tr25.7K$3.66M0.4%−$160.6KAdded−$158.9K
Berkshire Hathaway Inc Del5$3.59M0.4%−$183.3KHeld
International Business Machs12.5K$3.02M0.4%−$671.1KCut−$763.5K
Ishares Tr7.76K$2.77M0.3%−$131.3KAdded−$131K
Alphabet Inc9.37K$2.69M0.3%−$238.3KCut−$300.6K
Tidal Trust I131.4K$2.56M0.3%−$99.5KAdded$38.6K
Vanguard Index Fds9.63K$2.52M0.3%$38.2KCut−$37.6K
Accenture Plc Ireland12.2K$2.41M0.3%−$851.9KCut−$866.1K
Old Natl Bancorp Ind101.4K$2.24M0.3%−$21.3KCut−$177.5K
Ishares Tr11.6K$2.22M0.3%−$78.8KCut−$142.2K
Spdr S&P 500 Etf Tr3.35K$2.18M0.3%−$90.3KAdded$242.6K
Vanguard Index Fds6.58K$2.11M0.3%−$85.2KAdded$135.5K
L3harris Technologies Inc6.11K$2.11M0.3%$315.1KHeld
Ge Aerospace7.35K$2.08M0.3%−$178.3KCut−$185.1K
Vanguard Index Fds9.87K$2.03M0.3%−$32.7KCut−$39.1K
Amazon Com IncAMZN9.63K$2M0.2%−$211.8KAdded−$163.2K
Jpmorgan Chase & Co.6.77K$1.99M0.2%−$185.8KAdded−$141.7K
Vanguard Index Fds3.14K$1.88M0.2%−$91.9KAdded−$60.8K
Ishares Tr13.7K$1.7M0.2%$52.9KAdded$160.2K
Ishares Tr18.3K$1.65M0.2%$17.7KAdded$172.4K
Ishares Tr15.3K$1.49M0.2%$16.9KHeld
Tcw Etf Trust15.1K$1.48M0.2%$24.4KCut−$182K
GE Vernova Inc.GEV1.69K$1.47M0.2%$370KAdded$370.9K
Heartflow, Inc.HTFL55.6K$1.35M0.2%New
Expedia Group, Inc.EXPE5.52K$1.27M0.2%−$289.5KHeld
Mastercard IncMA2.54K$1.27M0.2%−$181.1KCut−$220.5K
Walmart Inc.WMT10.1K$1.25M0.2%$129.8KCut$61.7K
Alphabet Inc4.26K$1.22M0.2%−$114.9KCut−$239.4K
Vanguard Index Fds4.18K$1.2M0.1%−$12.7KAdded−$9.28K
Procter And Gamble CoPG8.17K$1.18M0.1%$9.23KCut−$100.1K
Vanguard Index Fds5.98K$1.17M0.1%$26.2KAdded$214.1K
Meta Platforms, Inc.META2.02K$1.16M0.1%−$173.9KAdded−$147.5K
Ishares Tr8.69K$1.15M0.1%−$63KHeld
Costco Whsl Corp New1.15K$1.15M0.1%$154.5KCut$102.7K
Ishares Tr2.51K$1.07M0.1%−$111.5KAdded−$55.7K
3M COMMM7.01K$1.02M0.1%−$104.3KCut−$122.5K
Nushares Etf Tr26.6K$958.7K0.1%−$2.66KCut−$43.4K
Shopify Inc.SHOP7.6K$901K0.1%−$321.7KHeld
Datadog, Inc.DDOG7.56K$892K0.1%−$135.5KAdded−$134.9K
Ishares Tr5.8K$878K0.1%$59.6KCut$40.2K
Wisdomtree Tr7.95K$868K0.1%$58.8KCut$35.9K
Home Depot, Inc.HD2.35K$771.3K0.1%−$35.2KAdded−$29K
Eli Lilly & CoLLY784$721.3K0.1%−$121.5KCut−$203.2K
Altria Group, Inc.MO10.8K$715.7K0.1%$90.3KHeld
AbbVie Inc.ABBV3.24K$704.3K0.1%−$35.7KCut−$107.6K
Abbott LabsABT6.54K$671.3K0.1%−$147.9KCut−$149K
Broadcom Inc.AVGO2.07K$641K0.1%−$75.8KCut−$91K
Tjx Cos Inc New3.89K$621.1K0.1%$23.7KCut$20.6K
Intuitive Surgical IncISRG1.32K$607.1K0.1%−$138.8KHeld
Visa Inc.V1.92K$578.6K0.1%−$87.7KAdded−$56.3K
Automatic Data Processing In2.84K$577K0.1%−$153.5KCut−$194.7K
American Superconductor Corp16.7K$566.7K0.1%$84.9KHeld
Ishares Tr8.34K$562.9K0.1%$7.43KAdded$241K
Philip Morris Intl Inc3.39K$561.2K0.1%$16.8KCut$6K
Carvana Co.CVNA1.73K$544.5K0.1%−$186.4KCut−$207.1K
Colgate Palmolive CoCL6.28K$535.6K0.1%$39KHeld
Ishares Tr5.5K$534.3K0.1%$5.27KCut−$5.32K
Chevron Corp NewCVX2.52K$520.7K0.1%$137.1KHeld
Ishares Tr12.1K$515.5K0.1%$37.7KCut−$26.4K
Goldman Sachs Group Inc604$510.6K0.1%−$19.7KAdded−$3.61K
Mondelez Intl Inc7.9K$455.4K0.1%$30.1KCut$15.8K
Dimensional World Equity6.14K$453K0.1%−$767Added$162.4K
Broadstone Net Lease, Inc.BNL24.1K$440.6K0.1%$21.7KHeld
Fidelity Covington Trust2.04K$424K0.1%−$33.9KHeld
Genuine Parts CoGPC3.92K$414.6K0.1%−$67.5KCut−$68K
Nextera Energy Inc4.45K$413.1K0.1%$56KHeld
Tesla, Inc.TSLA1.08K$400K0.0%−$83.8KCut−$114.8K
Ishares Tr4.53K$392.4K0.0%$9.06KHeld
Corteva, Inc.CTVA4.59K$384.2K0.0%$76.6KCut$37.8K
RTX CorpRTX1.98K$382.3K0.0%$18.8KCut−$41.3K
Trade Desk, Inc.TTD16.4K$371.5K0.0%−$229.3KAdded−$198.4K
Ishares Tr8K$369.8K0.0%$6.24KCut−$111.9K
Analog Devices IncADI1.15K$365.9K0.0%$54KCut$20.4K
Cigna GroupCI1.36K$363.6K0.0%−$11.6KCut−$112K
First Finl Bankshares Inc12.2K$359.1K0.0%−$5.12KHeld
Cisco Sys Inc4.53K$351.5K0.0%$2.54KCut−$46.1K
Mcdonalds CorpMCD1.09K$339K0.0%$5.63KHeld
Ishares Tr2.81K$333K0.0%−$29.9KHeld
S&P Global Inc.SPGI782$332.6K0.0%−$76.1KHeld
Vanguard Growth Etf748$326.7K0.0%−$29KAdded$50.1K
Waste Mgmt Inc Del1.41K$323.8K0.0%$14.2KHeld
Select Sector Spdr Tr2.42K$321.1K0.0%−$26.7KAdded−$26.5K
Taiwan Semiconductor Mfg Ltd938$317K0.0%$31.9KHeld
Coca Cola CoKO4.16K$316K0.0%$25.5KCut$25.4K
Disney Walt Co3.22K$310.6K0.0%−$56KCut−$79.1K
Salesforce, Inc.CRM1.61K$299.8K0.0%−$125.7KCut−$162K
Pepsico IncPEP1.92K$298.8K0.0%$22.7KCut−$45.5K
Ishares Tr1.38K$294K0.0%$3.34KAdded$79.2K
Emerson Elec Co2.11K$276.8K0.0%−$3.59KHeld
Morgan Stanley Etf Trust3.45K$276.4K0.0%−$14.4KHeld
Stryker CorpSYK839$275.6K0.0%−$19.2KCut−$23.4K
Vanguard Index Fds1.26K$273.4K0.0%$6.93KAdded$10.4K
Morgan Stanley1.64K$270.1K0.0%−$20.4KAdded−$8.89K
American Express CoAXP848$256.7K0.0%−$57.2KHeld
Invesco Exchange Traded Fd T1.32K$253.2K0.0%$591Added$1.55K
Vanguard Intl Equity Index F4.66K$251.6K0.0%$1.35KCut−$32K
Lowes Cos Inc1.06K$250.8K0.0%−$5.17KCut−$39.2K
T-Mobile Us Inc1.12K$235.9K0.0%$7.85KCut−$15.7K
J P Morgan Exchange Traded F4.23K$234.7K0.0%−$11KHeld
John Hancock Exchange Traded3.48K$233.4K0.0%$5.7KHeld
Vanguard Index Fds766$231.5K0.0%$52Added$7K
Asml Holding N V174$229.8K0.0%$43.7KCut−$4.47K
Invesco Qqq Tr389$224.3K0.0%−$14.8KAdded−$14.2K
Illinois Tool Wks Inc825$214.7K0.0%$11.5KCut$4.89K
Schwab Strategic Tr8.55K$211.6K0.0%$6.07KHeld
Spdr Series Trust1.19K$204.8K0.0%−$3.04KHeld
Eaton Corp PlcETN571$204.4K0.0%$22.4KCut$9K
Lockheed Martin CorpLMT333$201.3K0.0%$40.2KHeld
Vanguard Whitehall Fds1.33K$197.4K0.0%$1.15KAdded$163.5K
Simon Ppty Group Inc New1.06K$197K0.0%$1.5KHeld
Applied Matls Inc576$196.9K0.0%$48.5KAdded$49.9K
Unitedhealth Group IncUNH721$195.1K0.0%−$42.9KCut−$160.1K
Qnity Electronics, Inc.Q1.68K$194.1K0.0%New
Vanguard Specialized Funds896$192.6K0.0%−$4.35KAdded−$3.49K
Linde PlcLIN379$188.1K0.0%$26.3KCut$1.58K
CARRIER GLOBAL CorpCARR3.33K$187.8K0.0%$11.6KCut$9.56K
Phillips 66PSX1K$183K0.0%$53.4KCut$33K
Arista Networks, Inc.ANET1.41K$173.5K0.0%−$11.7KHeld
Kkr & Co Inc1.84K$170.2K0.0%−$64.4KCut−$112.2K
UL Solutions Inc.ULS1.94K$166.4K0.0%$13.3KHeld
Rockwell Automation, IncROK459$164.7K0.0%−$13.9KCut−$29.4K
Aptargroup, Inc.ATR1.3K$164.2K0.0%$5.29KHeld
Vanguard Star Fds2.12K$163.2K0.0%$3.5KAdded$3.66K
Cme Group Inc.CME546$161.3K0.0%$12.2KHeld
State Str Corp1.24K$156.9K0.0%−$3.04KHeld
Danaher Corporation825$156.4K0.0%−$32.4KCut−$33.8K
Morgan Stanley Etf Trust2.14K$155.6K0.0%$2.98KHeld
Amphenol Corp New1.23K$155.5K0.0%−$10.8KCut−$59.5K
Ge Healthcare Technologies I2.18K$155.3K0.0%−$23.7KCut−$25.4K
Rpm Intl Inc1.55K$154.1K0.0%−$7.13KCut−$7.23K
Vanguard Wellington Fd979$151.8K0.0%$4.26KHeld
Ishares Inc3.33K$151.5K0.0%$4.33KHeld
Ishares Tr1.14K$150.8K0.0%$1.04KHeld
Paychex IncPAYX1.63K$150.1K0.0%−$32.7KCut−$33K
DuPont de Nemours, Inc.DD3.27K$149.7K0.0%$18.3KHeld
Deere & CoDE264$148.7K0.0%$25.6KAdded$26.7K
Ishares Tr1.86K$145.9K0.0%$1.63KCut−$32.1K
Gilead Sciences, Inc.GILD1.04K$145.1K0.0%$17.3KHeld
Honeywell Intl Inc641$145K0.0%$17.1KAdded$37K
Church & Dwight Co Inc1.54K$143.5K0.0%$14.6KHeld
Xylem Inc.XYL1.19K$142.3K0.0%−$19.9KHeld
Ishares Tr1.25K$140.9K0.0%New
Palo Alto Networks IncPANW878$140.8K0.0%−$9.93KAdded$64.1K
Bank America Corp2.88K$140.6K0.0%−$18KCut−$31.4K
Ishares Tr375$139K0.0%−$6.06KHeld
Dimensional Etf Trust2.63K$138.7K0.0%$7.58KCut−$12.7K
Vertex Pharmaceuticals Inc307$137.1K0.0%−$2.09KHeld
Prologis Inc.1.03K$136.1K0.0%$4.66KHeld
At&T Inc4.56K$132.3K0.0%$18.9KHeld
Union Pac Corp543$131.7K0.0%$6.14KHeld
Dimensional Etf Trust1.84K$131K0.0%$2.69KHeld
Vertiv Holdings CoVRT518$129.8K0.0%$45.9KCut$42.6K
American Centy Etf Tr1.17K$129.6K0.0%−$700Held
Crown Hldgs Inc1.29K$129.2K0.0%−$3.51KHeld
Zoetis Inc.ZTS1.09K$129.2K0.0%−$8.3KAdded−$8.07K
Ishares Tr1.2K$127.9K0.0%−$756Held
Vanguard Whitehall Fds1.33K$125.2K0.0%$5.63KHeld
American Elec Pwr Co Inc951$124.6K0.0%$15KHeld
Becton Dickinson & CoBDX792$124.5K0.0%−$29.2KHeld
Wec Energy Group, Inc.WEC1.05K$122K0.0%$10.9KHeld
Dimensional Etf Trust3.14K$121.9K0.0%−$2.29KHeld
Ea Series Trust4.52K$121.3K0.0%−$1.66KHeld
Paccar IncPCAR1.03K$119.5K0.0%$6.2KHeld
Invesco Exchange Traded Fd T1.77K$118.5K0.0%−$6.3KAdded−$6.1K
Fuller H B CoFUL1.85K$113.9K0.0%$4.1KHeld
Ishares Tr888$113.8K0.0%−$6.74KAdded$9.15K
Vanguard Intl Equity Index F820$113.4K0.0%−$2.26KAdded−$1.98K
Ishares Tr533$112.5K0.0%New
Quanta Svcs Inc203$111.5K0.0%$25.8KHeld
Novo-Nordisk A S3.03K$111.4K0.0%−$42.8KHeld
Solventum CorpSOLV1.7K$110.7K0.0%−$23.6KHeld
Clorox Co Del1.06K$110.2K0.0%$2.98KHeld
Veralto CorpVLTO1.24K$109.7K0.0%−$14.1KHeld
American Centy Etf Tr1.33K$106.9K0.0%$4.72KHeld
Expeditors Intl Wash Inc744$106.6K0.0%−$4.3KHeld
Amplify Etf Tr1.6K$105.8K0.0%$1.24KHeld
Spdr Gold Tr241$103.7K0.0%$8.19KCut−$23.1K
Alliant Energy CorpLNT1.41K$101.3K0.0%$9.53KHeld
Ppg Inds Inc946$101.1K0.0%$4.18KHeld
Alcon IncALC1.33K$100.4K0.0%−$4.61KHeld
Air Prods & Chems Inc345$100.1K0.0%$15KCut$14.7K
Csx CorpCSX2.43K$99.9K0.0%$11.7KCut−$36.7K
Kimberly Clark CorpKMB1.02K$98.5K0.0%−$4.51KCut−$86.2K
Uber Technologies, IncUBER1.34K$96.5K0.0%−$7.04KAdded$37.6K
Metlife Inc1.36K$96.1K0.0%−$11.2KCut−$14.2K
Texas Roadhouse, Inc.TXRH581$95.9K0.0%−$499Held
Rb Global Inc.RBA1K$95.9K0.0%−$7.03KHeld
General Dynamics CorpGD279$95.8K0.0%$1.63KAdded$11.9K
Schwab Strategic Tr3.25K$94.4K0.0%$1.93KAdded$2.07K
Spdr Series Trust1.23K$94.1K0.0%New
Vanguard Intl Equity Index F1.25K$93.6K0.0%$1.92KHeld
Dimensional Etf Trust1.31K$93.2K0.0%−$4.27KAdded−$4.05K
Designer Brands Inc.DBI15.6K$88.6K0.0%−$27.1KHeld
Ishares Inc2.52K$86.6K0.0%$8.11KCut$948
SharkNinja, Inc.SN809$85.7K0.0%−$4.85KHeld
Oreilly Automotive Inc919$84.8K0.0%$1.01KAdded$1.38K
Nextpower Inc.NXT703$84.7K0.0%New
Dow Inc.DOW2.03K$84.6K0.0%$37.1KCut$23.7K
Boeing Co423$84.2K0.0%−$7.65KCut−$8.52K
Bloom Energy CorpBE618$83.7K0.0%$27.6KAdded$34.5K
Wisdomtree Tr1.67K$82.8K0.0%$4.96KCut−$8.35K
Bank New York Mellon Corp697$82.7K0.0%$1.77KHeld
Bristol-Myers Squibb Co1.33K$80.8K0.0%$8.94KCut−$50.4K
Regeneron Pharmaceuticals, Inc.REGN104$80.4K0.0%$80Held
Verizon Communications IncVZ1.59K$79.9K0.0%$15.1KAdded$15.1K
ConocophillipsCOP602$79.5K0.0%$23.1KHeld
Micron Technology IncMU231$78K0.0%$12.1KCut$6.97K
Moodys Corp177$77.2K0.0%−$13.2KHeld
Principal Financial Group In844$76K0.0%$1.6KCut−$778
Vanguard Intl Equity Index F515$75.1K0.0%$1.27KHeld
Ishares Tr929$74.4K0.0%−$23.8KCut−$123.8K
Mckesson CorpMCK84$72.7K0.0%$3.79KHeld
Mccormick & Co Inc1.42K$71.4K0.0%−$25KCut−$25.2K
Ecolab Inc.ECL268$71.4K0.0%$939Held
Airbnb, Inc.ABNB563$71.1K0.0%−$5.3KAdded−$5.04K
Fidelity Covington Trust1K$70.5K0.0%−$7.57KHeld
loanDepot, Inc.LDI49.6K$70.4K0.0%−$32.2KHeld
Shell Plc741$68.9K0.0%$14.5KCut−$973
Tyler Technologies IncTYL201$68.8K0.0%−$22.4KHeld
Relx Plc2.06K$68.4K0.0%−$15KHeld
Invesco Exchange Traded Fd T1.51K$68.3K0.0%−$378Held
Unilever Plc1.19K$68K0.0%−$10.1KHeld
Pfizer IncPFE2.41K$67.7K0.0%$7.35KAdded$10.2K
Ishares Tr963$67.7K0.0%New
Gmo Etf Trust1.85K$66.9K0.0%−$4.22KHeld
Cloudflare, Inc.NET320$66K0.0%$2.94KCut$1.56K
Sysco CorpSYY920$65.6K0.0%−$2.17KHeld
Heico Corp New232$63.6K0.0%−$11.5KHeld
Canadian Natl Ry Co613$63K0.0%$2.4KHeld
V F CorpVFC3.64K$61.9K0.0%−$3.97KCut−$49.8K
Rocket Cos Inc4.32K$61.5K0.0%−$22.1KHeld
Zimmer Biomet Holdings, Inc.ZBH671$60.7K0.0%$335Held
Lam Research CorpLRCX283$60.5K0.0%$12KCut$11.7K
Thermo Fisher Scientific Inc.TMO122$60K0.0%−$10.7KCut−$25.2K
Tractor Supply Co1.32K$59.8K0.0%−$6.22KCut−$6.37K
Verisk Analytics, Inc.VRSK312$59.2K0.0%−$10.6KCut−$26.3K
Trane Technologies PlcTT140$58.3K0.0%$3.86KCut−$51.4K
Coursera, Inc.COUR10K$58.2K0.0%−$15.4KHeld
Realty Income CorpO951$58.2K0.0%$238Added$55.3K
Amgen IncAMGN165$58.1K0.0%$4.05KHeld
Cheniere Energy, Inc.LNG202$57.3K0.0%$16.3KAdded$21.9K
Interface IncTILE2.27K$56.7K0.0%−$6.82KHeld
Kraft Heinz CoKHC2.49K$56K0.0%−$4.38KHeld
Chubb Limited170$55.4K0.0%$2.35KCut−$1.71K
Ishares Tr727$53.9K0.0%−$768Held
Netflix IncNFLX553$53.2K0.0%$1.32KCut−$12.7K
Sterling Infrastructure, Inc.STRL130$52.9K0.0%$13.1KCut$11.3K
Spotify Technology S.A.SPOT106$51.4K0.0%−$10.2KHeld
BlackRock, Inc.BLK53$51.3K0.0%−$5.69KAdded−$4.72K
Vanguard Tax-Managed Fds792$50.7K0.0%$1.23KAdded$1.36K
United Parcel Service IncUPS511$50.3K0.0%−$414Cut−$1.01K
Intercontinental Exchange In319$50.1K0.0%−$1.16KAdded$9.52K
Palantir Technologies Inc.PLTR341$49.9K0.0%−$10.7KCut−$25.7K
Toast, Inc.TOST1.81K$48.1K0.0%−$2.84KAdded$36.9K
Arm Holdings Plc316$47.8K0.0%New
Public Svc Enterprise Grp In589$47.7K0.0%$383Held
Fidelity Covington Trust905$47.3K0.0%$2.84KHeld
Ishares Tr906$47.2K0.0%−$600Held
Bp Plc1K$47K0.0%$12.3KHeld
Southstate Bk Corp502$46.4K0.0%−$805Added−$527
Duke Energy Corp New353$46.2K0.0%$4.84KHeld
Morgan Stanley Etf Trust911$46.1K0.0%−$130Added$528
Progressive Corp232$46K0.0%−$6.75KAdded−$6.16K
Nushares Etf Tr2.07K$46K0.0%−$296Added$393
Hubspot IncHUBS186$45.4K0.0%−$29.2KCut−$72.2K
Spdr Series Trust799$45.2K0.0%−$184Held
ServiceNow, Inc.NOW419$43.8K0.0%−$20.4KCut−$88.7K
Spinnaker Etf Series1.06K$43.2K0.0%New
Schwab Strategic Tr1.31K$43.1K0.0%$261Held
Kenvue Inc.KVUE2.46K$42.4K0.0%−$24Held
Motorola Solutions, Inc.MSI97$42.1K0.0%$4.91KHeld
Woodward, Inc.WWD116$41.5K0.0%$6.45KHeld
Nuscale Pwr Corp3.63K$39.3K0.0%−$12.1KCut−$14.5K
Ishares Tr562$38.5K0.0%$335Added$21.7K
Huntington Ingalls Inds Inc99$37.6K0.0%$3.94KHeld
Churchill Downs IncCHDN414$37.2K0.0%−$9.92KHeld
Citigroup Inc325$36.9K0.0%−$1.03KCut−$4.99K
Garmin LtdGRMN159$36.8K0.0%$4.52KAdded$4.75K
Ishares Tr711$35.6K0.0%$21Held
Pnc Finl Svcs Group Inc170$35.4K0.0%−$108Held
Goldman Sachs Etf Tr896$35K0.0%−$1.25KHeld
Seacoast Bkg Corp Fla1.14K$34.6K0.0%−$1.29KHeld
Corning Inc251$34.2K0.0%$12.2KCut−$241.9K
Caterpillar IncCAT48$34.1K0.0%$6.53KHeld
Schwab Strategic Tr1.33K$34K0.0%−$1.69KHeld
Cvs Health CorpCVS463$33.3K0.0%−$2.59KAdded$5.61K
M & T Bk Corp160$33.1K0.0%$840Cut−$2.18K
Dbx Etf Tr551$33K0.0%$871Held
Crispr Therapeutics AgCRSP688$32.7K0.0%−$3.35KHeld
Tango Therapeutics, Inc.TNGX1.55K$32.4K0.0%$15.7KAdded$20.9K
Select Sector Spdr Tr643$32.1K0.0%$2.94KAdded$3.09K
Applovin CorpAPP80$31.8K0.0%−$22.1KCut−$75.3K
GLOBALFOUNDRIES Inc.GFS700$31.1K0.0%$6.69KHeld
Proshares Tr293$31.1K0.0%$611Added$717
Astrazeneca Plc OrdAZN153$30.2K0.0%New
Otis Worldwide CorpOTIS387$29.8K0.0%−$3.97KCut−$4.85K
Southern Co308$29.7K0.0%$2.87KCut−$6.72K
Eversource EnergyES414$28.7K0.0%$807Held
Ishares Tr90$28.6K0.0%−$2.24KHeld
Credo Technology Group Holdi299$28.1K0.0%−$15KCut−$24.7K
Kla CorpKLAC19$28K0.0%$4.89KHeld
Boston Scientific CorpBSX438$27.5K0.0%−$9.06KAdded$977
Nu Hldgs Ltd1.9K$27.3K0.0%−$4.49KAdded−$4.45K
Dbx Etf Tr832$27.2K0.0%−$175Held
Global X Fds1.4K$27.1K0.0%$1.54KHeld
Warner Bros. Discovery, Inc.WBD974$26.7K0.0%−$1.32KCut−$19.6K
Labcorp Holdings Inc.LH100$26.7K0.0%$1.59KHeld
Advanced Micro Devices IncAMD129$26.2K0.0%−$1.38KCut−$11.2K
Ameriprise Finl Inc59$26.2K0.0%−$1.8KAdded$7.09K
SoFi Technologies, Inc.SOFI1.65K$26.1K0.0%−$5.31KAdded$12.6K
Ishares Tr108$25.9K0.0%−$1.12KHeld
Transdigm Group IncTDG22$25.5K0.0%−$3.76KHeld
Texas Instrs Inc131$25.5K0.0%$629Added$20.1K
Brown & Brown, Inc.BRO386$25.2K0.0%−$5.59KHeld
Novartis Ag162$24.7K0.0%$2.41KHeld
Tradeweb Mkts Inc210$24.7K0.0%$2.13KHeld
General Mls IncGIS660$24.6K0.0%−$5.28KAdded−$1.94K
Vanguard Scottsdale Fds304$24.1K0.0%New
Hewlett Packard Enterprise C1.01K$24K0.0%−$212Held
Alnylam Pharmaceuticals, Inc.ALNY72$23.8K0.0%−$4.81KHeld
Crowdstrike Hldgs Inc61$23.8K0.0%−$2.9KAdded$6.47K
Fidelity Comwlth Tr280$23.8K0.0%−$1.82KHeld
Enbridge Inc428$23.2K0.0%$2.7KHeld
Ishares Tr406$22.8K0.0%−$1.58KHeld
Spdr Series Trust230$22.5K0.0%−$2.02KHeld
Strategy Inc180$22.5K0.0%−$4.81KAdded−$4.43K
Schwab Strategic Tr479$22.4K0.0%$580Held
Blackstone Inc.BX194$22.3K0.0%−$7.59KCut−$8.21K
Clearway Energy, Inc.CWEN563$22.1K0.0%$3.39KHeld
Organon & Co.OGN3.6K$21.5K0.0%−$4.24KHeld
Sea LtdSE258$21.4K0.0%−$11.5KCut−$17.2K
Aflac IncAFL193$21.2K0.0%−$14Added$18.5K
Copart IncCPRT636$21.1K0.0%−$3.78KCut−$4.41K
Synopsys IncSNPS53$21K0.0%−$3.88KCut−$4.35K
Core Natural Resources, Inc.CNR198$20.7K0.0%$3.21KHeld
Ishares Tr132$20.5K0.0%−$946Added$8.55K
Intel CorpINTC463$20.4K0.0%$3.34KCut−$118K
Waters Corp66$19.7K0.0%−$2.87KAdded$6.36K
Kyndryl Hldgs Inc1.37K$17.9K0.0%−$18.4KHeld
Autodesk, Inc.ADSK74$17.7K0.0%−$4.19KHeld
APA CorpAPA410$17.4K0.0%$5.77KAdded$9.55K
Ingersoll Rand Inc.IR215$17.2K0.0%$193Held
Ati IncATI118$17.2K0.0%$3.62KHeld
Northrop Grumman Corp25$17.1K0.0%$2.8KHeld
Autozone IncAZO5$16.9K0.0%−$55Added$3.32K
Ha Sustainable Infra Cap Inc450$16.5K0.0%$2.35KAdded$2.57K
Spdr Series Trust310$16.4K0.0%−$991Added−$938
Cintas CorpCTAS96$16.2K0.0%−$1.82KCut−$2.19K
Moderna, Inc.MRNA319$16.2K0.0%$404Added$15.6K
NIKE, Inc.NKE303$16K0.0%−$99Added$15.4K
Howmet Aerospace Inc.HWM68$15.7K0.0%$1.68KAdded$2.14K
Spdr Index Shs Fds339$15.5K0.0%New
Barclays Plc725$15.3K0.0%New
Johnson Ctls Intl Plc117$15.3K0.0%$190Added$13.3K
Deutsche Bank A G514$15.3K0.0%−$4.51KHeld
Synchrony Financial223$15.2K0.0%−$3.44KHeld
DoorDash, Inc.DASH101$15.2K0.0%−$7.71KCut−$12.7K
Sap Se87$14.9K0.0%−$6.24KHeld
Harbor Etf Trust331$14.8K0.0%−$277Added−$142
Viking Holdings LtdVIK200$14.7K0.0%$414Held
Vanguard Intl Equity Index F331$14.7K0.0%−$460Held
Ishares Bitcoin Trust EtfIBIT380$14.6K0.0%−$641Added$11.8K
Vulcan Matls Co53$14.4K0.0%−$67Added$13K
Apollo Global Mgmt Inc128$14.3K0.0%−$4.27KCut−$4.7K
Comcast Corp New479$13.8K0.0%−$549Added−$176
Halozyme Therapeutics, Inc.HALO211$13.6K0.0%−$564Held
Oracle Corp92$13.5K0.0%−$4.4KCut−$28K
Yum Brands IncYUM87$13.5K0.0%$365Held
Medtronic PlcMDT152$13.2K0.0%−$641Added$6.64K
Marathon Pete Corp51$12.5K0.0%$4.18KHeld
American Intl Group Inc163$12.3K0.0%−$1.68KCut−$2.88K
Solstice Advanced Matls Inc159$12.1K0.0%$3.78KAdded$5.45K
Capital One Finl Corp66$12K0.0%−$3.95KCut−$8.05K
Seven Hills Realty TrustSEVN1.44K$11.8K0.0%−$979Held
Nuveen Quality Muncp Income1.02K$11.7K0.0%−$531Held
Ocular Therapeutix, IncOCUL1.35K$11.5K0.0%−$4.01KAdded−$1.8K
Lauder Estee Cos Inc159$11.4K0.0%−$5.24KCut−$5.76K
Ishares Inc91$11.2K0.0%$2.35KCut−$3.97K
Qualcomm Inc82$10.6K0.0%−$3.44KAdded−$3.31K
Fortinet, Inc.FTNT127$10.4K0.0%$293Held
Mettler Toledo International Inc/MTD8$10.1K0.0%−$1.06KHeld
Macys Inc547$9.9K0.0%−$2.16KAdded−$2.14K
Scholar Rock Hldg Corp200$9.83K0.0%$1.02KHeld
Newmont Corp90$9.7K0.0%$753Held
Royal Caribbean Group34$9.36K0.0%−$127Held
Logitech Intl S A100$9.11K0.0%New
Price T Rowe Group IncTROW101$9.11K0.0%−$13Added$9K
Wabtec35$8.75K0.0%$1.28KHeld
Allstate Corp41$8.54K0.0%−$33Held
Apellis Pharmaceuticals Inc212$8.53K0.0%$3.2KHeld
Elbit Sys Ltd10$8.49K0.0%$2.71KHeld
Booking Holdings Inc.BKNG2$8.42K0.0%−$2.29KHeld
Global Pmts Inc124$8.35K0.0%−$1.25KCut−$1.33K
Manulife Finl Corp240$8.27K0.0%New
Williams Cos Inc112$8.15K0.0%$1.42KHeld
Henry Schein IncHSIC107$7.89K0.0%−$202Cut−$7.76K
Leidos Holdings, Inc.LDOS50$7.78K0.0%−$1.24KHeld
Fidelity Covington Trust107$7.77K0.0%New
Glaukos CorpGKOS72$7.75K0.0%New
Snowflake Inc.SNOW50$7.54K0.0%−$3.43KHeld
Ishares Tr30$7.45K0.0%$69Held
Halliburton CoHAL190$7.42K0.0%$2.04KHeld
Freeport-Mcmoran IncFCX126$7.41K0.0%$1.01KHeld
Wells Fargo Co New93$7.4K0.0%−$1.26KHeld
Sitime CorpSITM21$7.25K0.0%−$117Added$1.96K
Schwab Charles Corp77$7.24K0.0%−$457Held
Sherwin Williams CoSHW22$7.06K0.0%−$75Cut−$1.37K
Baker Hughes Company115$7.02K0.0%$1.78KHeld
Republic Svcs Inc31$6.79K0.0%$220Held
Vanguard Charlotte Fds141$6.78K0.0%−$38Held
Valero Energy Corp26$6.47K0.0%$2.21KHeld
Virtu Finl Inc146$6.42K0.0%$1.56KHeld
General Mtrs Co86$6.42K0.0%−$587Held
Clean Harbors IncCLH22$6.31K0.0%$1.15KHeld
Oklo Inc.OKLO125$6.2K0.0%−$2.77KCut−$6.36K
Brighthouse Finl Inc101$6.05K0.0%−$491Added−$431
Welltower Inc.WELL30$5.95K0.0%$364Held
Acumen Pharmaceuticals, Inc.ABOS2.5K$5.9K0.0%$625Held
Starbucks CorpSBUX65$5.85K0.0%$322Added$772
United Rentals, Inc.URI8$5.83K0.0%−$646Cut−$2.27K
Dte Energy Co39$5.7K0.0%$672Held
Devon Energy Corp New113$5.69K0.0%$1.55KHeld
Quest Diagnostics IncDGX29$5.68K0.0%$651Held
Nuvation Bio Inc.NUVB1.3K$5.58K0.0%−$4.9KAdded−$3.83K
Cummins IncCMI10$5.38K0.0%$276Held
Sempra55$5.34K0.0%$489Held
Paypal Hldgs Inc116$5.25K0.0%−$1.53KCut−$2.87K
Intuit Inc.INTU12$5.19K0.0%−$2.76KCut−$3.42K
Norfolk Southn Corp18$5.18K0.0%−$31Held
First Internet Bancorp247$5.03K0.0%New
Marsh & Mclennan Cos Inc29$5.03K0.0%−$349Cut−$1.28K
Veeva Sys Inc28$4.92K0.0%−$1.33KHeld
Marriott Intl Inc New15$4.91K0.0%$253Held
Fifth Third Bancorp105$4.88K0.0%−$36Cut−$1.3K
Fidelity Merrimack Str Tr105$4.79K0.0%New
Delta Air Lines Inc DelDAL72$4.79K0.0%−$35Added$3.95K
Nebius Group N.V.NBIS46$4.77K0.0%$922Held
Planet Labs PbcPL170$4.75K0.0%$1.4KHeld
Constellation Energy CorpCEG17$4.75K0.0%−$1.26KHeld
Primo Brands CorpPRMB251$4.73K0.0%New
United Airls Hldgs Inc51$4.7K0.0%−$1.01KHeld
Fidelity Covington Trust50$4.66K0.0%New
Aerovironment IncAVAV25$4.58K0.0%−$1.47KHeld
Fastenal CoFAST98$4.56K0.0%$616Held
Hilton Worldwide Hldgs Inc15$4.56K0.0%$253Held
Xcel Energy Inc57$4.53K0.0%$318Held
Parker-Hannifin CorpPH5$4.48K0.0%$82Held
Nucor CorpNUE26$4.4K0.0%$156Held
Hp IncHPQ227$4.36K0.0%−$169Added$3.13K
Monster Beverage Corp New60$4.35K0.0%−$253Held
Eog Res Inc30$4.34K0.0%$989Added$1.71K
Nvent Electric PlcNVT35$4.15K0.0%$208Added$2.81K
Us Bancorp Del79$4.11K0.0%−$107Held
Cencora, Inc.COR13$4.09K0.0%−$307Held
Electronic Arts Inc.EA20$4.08K0.0%−$9Held
Travelers Companies, Inc.TRV14$4.08K0.0%$23Held
Ferrari N.V.RACE12$4.06K0.0%−$373Held
Prudential Finl Inc41$4.05K0.0%−$580Cut−$150.5K
Target CorpTGT33$4.02K0.0%$729Added$973
D R Horton Inc29$3.99K0.0%−$194Cut−$3.08K
Equinix IncEQIX4$3.92K0.0%$856Held
Regions Financial Corp New147$3.84K0.0%−$144Cut−$1.8K
Sandisk CorpSNDK6$3.81K0.0%$1.19KAdded$3.1K
Diamondback Energy, Inc.FANG19$3.8K0.0%$913Held
Werewolf Therapeutics, Inc.HOWL4.5K$3.75K0.0%$896Held
Ross Stores, Inc.ROST17$3.69K0.0%$622Held
Citizens Finl Group Inc61$3.66K0.0%$95Held
GRAIL, Inc.GRAL70$3.62K0.0%−$1.93KAdded−$1.26K
Kroger CoKR47$3.42K0.0%$466Held
Adobe Inc.ADBE14$3.4K0.0%−$1.5KCut−$4.3K
Hormel Foods Corp150$3.4K0.0%−$30Added$2.73K
Oneok Inc /New/OKE37$3.37K0.0%$629Held
Viatris IncVTRS246$3.32K0.0%$255Added$336
Texas Pacific Land Corporati7$3.32K0.0%$1.12KAdded$1.6K
Zoom Communications, Inc.ZM41$3.3K0.0%−$242Held
Ww Grainger Inc3$3.28K0.0%$246Held
Hasbro, Inc.HAS35$3.28K0.0%$406Held
Ubiquiti Inc.UI4$3.16K0.0%$948Held
Entergy Corp New28$3.15K0.0%$558Held
American Wtr Wks Co Inc New23$3.13K0.0%$129Cut−$1.31K
Iqvia Hldgs Inc18$3.07K0.0%−$933Added−$762
Te Connectivity PlcTEL14$2.93K0.0%−$260Held
Textron IncTXT33$2.89K0.0%$13Held
Fedex CorpFDX8$2.85K0.0%$539Held
HCA Healthcare, Inc.HCA6$2.84K0.0%$38Held
Coinbase Global, Inc.COIN16$2.79K0.0%−$825Cut−$3.77K
Edwards Lifesciences CorpEW34$2.72K0.0%−$176Held
Western Digital CorpWDC10$2.71K0.0%$982Held
Hartford Insurance Group Inc20$2.71K0.0%−$51Held
Evergy, Inc.EVRG33$2.7K0.0%$311Held
Loews CorpL25$2.67K0.0%$36Held
Supernus Pharmaceuticals, Inc.SUPN51$2.64K0.0%$102Held
Slb Limited/NvSLB51$2.63K0.0%$668Cut−$1.75K
Global X Fds35$2.6K0.0%New
Kyverna Therapeutics, Inc.KYTX300$2.59K0.0%−$231Held
Aon plcAON8$2.59K0.0%−$241Held
SentinelOne, Inc.S200$2.58K0.0%−$95Added$1.9K
Henry Jack & Assoc Inc16$2.53K0.0%New
Targa Res Corp10$2.51K0.0%$663Cut$109
Huntington Bancshares Inc155$2.43K0.0%−$264Cut−$333
American Tower Corp New14$2.42K0.0%−$41Held
Sanofi Sa50$2.41K0.0%New
Sky Harbour Group Corporatio250$2.41K0.0%$165Held
Graco IncGGG28$2.37K0.0%$75Held
Snap IncSNAP500$2.3K0.0%New
Ventas, Inc.VTR28$2.29K0.0%$123Cut−$496
Fractyl Health, Inc.GUTS5K$2.29K0.0%New
Ovid Therapeutics Inc.OVID1K$2.22K0.0%$590Held
Agilent Technologies, Inc.A19$2.17K0.0%−$420Held
Ishares Inc38$2.15K0.0%New
Flutter Entmt Plc21$2.14K0.0%−$2.26KAdded−$2.16K
Ondas Hldgs IncONDS235$2.13K0.0%New
Axon Enterprise, Inc.AXON5$2.12K0.0%−$286Added$988
First Tr Exchange-Traded Fd9$2.11K0.0%−$316Held
Microchip Technology Inc.32$2.07K0.0%$28Held
Coterra Energy Inc57$2.02K0.0%$506Held
Unicycive Therapeutics, Inc.UNCY300$1.97K0.0%$243Held
Eqt CorpEQT31$1.97K0.0%$311Cut−$45.8K
Nasdaq, Inc.NDAQ23$1.95K0.0%−$281Held
Cadence Design System Inc7$1.95K0.0%−$243Held
Cardinal Health IncCAH9$1.9K0.0%$52Held
Amplitech Group Inc1K$1.9K0.0%New
Ginkgo Bioworks Holdings Inc300$1.84K0.0%−$654Held
Chipotle Mexican Grill IncCMG57$1.82K0.0%−$284Cut−$876
Equifax IncEFX10$1.8K0.0%−$260Added$281
Toro CoTTC19$1.78K0.0%$280Held
Martin Marietta Matls Inc3$1.77K0.0%−$101Held
Keycorp88$1.76K0.0%−$51Cut−$1.52K
Twilio IncTWLO14$1.76K0.0%−$230Held
Verisign Inc7$1.74K0.0%$38Held
Tenaya Therapeutics, Inc.TNYA2.5K$1.73K0.0%−$48Held
Vaneck Etf Trust116$1.73K0.0%−$187Held
DONALDSON Co INCDCI20$1.71K0.0%−$76Held
Cboe Global Mkts Inc6$1.69K0.0%$181Held
Globe Life Inc12$1.67K0.0%−$8Held
Vistra Corp.VST11$1.65K0.0%−$121Cut−$5.77K
Mosaic Co NewMOS64$1.63K0.0%$7Added$1.51K
Public Storage Oper Co6$1.63K0.0%$69Held
Digital Rlty Tr Inc9$1.62K0.0%$229Held
Baxter Intl Inc96$1.61K0.0%−$143Added$428
Molina Healthcare, Inc.MOH12$1.6K0.0%New
Marvell Technology, Inc.MRVL16$1.58K0.0%$225Held
Ionis Pharmaceuticals IncIONS21$1.58K0.0%−$85Held
Ppl Corp41$1.57K0.0%$131Held
C. H. Robinson Worldwide, Inc.CHRW9$1.5K0.0%$48Held
Rivian Automotive Inc100$1.5K0.0%−$466Held
Southwest Airls Co40$1.5K0.0%−$151Held
Ametek Inc/AME7$1.5K0.0%$63Held
Geron CorpGERN1K$1.49K0.0%$170Held
Herbalife Ltd.HLF100$1.47K0.0%New
Camden Ppty Tr15$1.47K0.0%−$187Held
Compass, Inc.COMP200$1.46K0.0%−$652Held
Hershey CoHSY7$1.46K0.0%$182Held
Essex Ppty Tr Inc6$1.45K0.0%−$119Held
Raymond James Finl Inc10$1.45K0.0%−$158Held
Extra Space Storage Inc.EXR11$1.44K0.0%$10Cut−$511
Roivant Sciences Ltd.ROIV52$1.44K0.0%New
Lucid Group, Inc.LCID150$1.43K0.0%−$156Held
Truist Finl Corp31$1.43K0.0%−$100Held
Roper Technologies IncROP4$1.42K0.0%−$365Cut−$810
Exelon CorpEXC28$1.38K0.0%$153Held
Resmed Inc6$1.35K0.0%−$99Held
Host Hotels & Resorts, Inc.HST68$1.3K0.0%$97Held
Everus Constr Group11$1.3K0.0%$357Held
PBF Energy Inc.PBF27$1.29K0.0%$553Held
Insulet CorpPODD6$1.26K0.0%−$446Held
Alibaba Group Hldg Ltd10$1.25K0.0%−$211Held
Davita Inc.DVA8$1.23K0.0%$321Held
Rubrik, Inc.RBRK25$1.23K0.0%−$687Held
lululemon athletica inc.LULU8$1.23K0.0%−$383Added−$230
Jones Lang Lasalle IncJLL4$1.22K0.0%−$128Held
Teledyne Technologies IncTDY2$1.21K0.0%$189Cut−$2.37K
10x Genomics, Inc.TXG57$1.21K0.0%$281Held
EXPAND ENERGY CorpEXE11$1.21K0.0%−$6Cut−$1K
Valmont Inds Inc3$1.2K0.0%−$8Held
NXP Semiconductors N.V.NXPI6$1.18K0.0%−$121Held
Old Dominion Freight Line In6$1.17K0.0%$232Held
Generac Hldgs Inc6$1.17K0.0%$354Cut−$1.97K
Sealsq CorpLAES445$1.17K0.0%−$517Held
PENTAIR plcPNR13$1.14K0.0%−$222Held
Ball CorpBALL19$1.13K0.0%$117Held
Baidu Inc10$1.11K0.0%−$192Held
UDR, Inc.UDR33$1.11K0.0%−$96Held
Monolithic Pwr Sys Inc1$1.09K0.0%$187Held
Gallagher Arthur J & Co5$1.08K0.0%−$211Cut−$729
Fair Isaac CorpFICO1$1.07K0.0%New
Stanley Black & Decker, Inc.SWK15$1.07K0.0%−$48Cut−$1.98K
Lincoln Natl Corp Ind30$1.06K0.0%−$262Added−$227
Weatherford Intl Plc11$1.04K0.0%$180Held
International Paper Co29$1.04K0.0%−$108Held
Workday, Inc.WDAY8$1.04K0.0%New
NetApp, Inc.NTAP10$1.02K0.0%−$47Held
Nrg Energy, Inc.NRG7$1.02K0.0%−$92Cut−$251
Enovix CorpENVX192$9950.0%−$409Held
Kimco Rlty Corp44$9890.0%$97Held
Nisource Inc.NI21$9880.0%$103Held
Pulte Group Inc8$9410.0%$3Cut−$2.69K
Cipher Mining IncCIFR73$9400.0%−$138Held
Healthequity, Inc.HQY11$9200.0%New
Reliance, Inc.RS3$9120.0%$30Added$334
Williams Sonoma IncWSM5$9120.0%$18Cut−$339
Murphy Oil CorpMUR22$9080.0%$220Held
Consolidated Edison IncED8$9060.0%$111Held
Lamar Advertising Co/NewLAMR7$8870.0%$0Added$127
Amcor Plc Com New22$8750.0%New
Western Un Co100$8730.0%New
Corpay, Inc.CPAY3$8730.0%−$30Held
Dominion Energy, IncD14$8660.0%$45Held
Arch Cap Group Ltd9$8640.0%$0Held
Invesco Ltd.IVZ35$8510.0%−$69Cut−$2.22K
Federal Rlty Invt Tr New8$8500.0%$43Held
C3.ai, Inc.AI100$8420.0%−$6Added$828
Fiserv IncFISV15$8370.0%−$171Cut−$2.25K
Crocs, Inc.CROX10$8310.0%−$25Held
Toyota Motor Corp4$8250.0%−$32Held
Dell Technologies Inc.DELL5$8210.0%$191Held
Kohls CorpKSS63$8130.0%−$473Held
Carnival Corp Ltd.CCL31$8030.0%−$144Held
Autonation, Inc.AN4$7820.0%−$44Held
Pg&E Corp44$7740.0%$2Added$741
Royalty Pharma PLCRPRX16$7680.0%$149Held
Dollar Tree, Inc.DLTR7$7670.0%−$95Held
Roku, IncROKU8$7570.0%−$111Held
West Pharmaceutical Svsc Inc3$7520.0%−$74Held
Ford Mtr Co65$7510.0%−$102Held
Fmc CorpFMC43$7410.0%$144Held
Sensata Technologies Hldg Pl21$7400.0%$40Held
EMCOR Group, Inc.EME1$7390.0%$127Held
MongoDB, Inc.MDB3$7350.0%−$525Held
Biogen Inc.BIIB4$7340.0%$30Held
Franklin Resources IncBEN31$7330.0%−$8Cut−$128
Caseys Gen Stores Inc1$7280.0%$175Held
Masco Corp12$7250.0%−$37Cut−$227
Janus Henderson Group Plc14$7200.0%$54Held
Universal Hlth Svcs Inc4$7160.0%−$157Held
Iron Mtn Inc Del7$7150.0%$134Held
Lumentum Hldgs Inc1$7030.0%New
Alaska Air Group, Inc.ALK19$6990.0%−$244Added−$207
Rollins IncROL13$6970.0%−$86Held
Aptiv PlcAPTV10$6950.0%−$66Held
Robinhood Mkts Inc10$6930.0%−$438Cut−$11K
Curtiss Wright CorpCW1$6820.0%$130Held
GXO Logistics, Inc.GXO13$6750.0%−$10Held
Celsius Hldgs Inc19$6750.0%−$195Held
DT Midstream, Inc.DTM5$6740.0%$75Held
Block Inc11$6620.0%−$55Cut−$185
Chemours CoCC30$6610.0%New
Incyte CorpINCY7$6590.0%−$33Held
Unity Software Inc.U30$6590.0%−$622Added−$578
Avalonbay Cmntys Inc4$6540.0%−$72Cut−$1.16K
Crown Castle Inc.CCI8$6510.0%−$46Added$117
Broadridge Finl Solutions In4$6500.0%−$243Cut−$466
Newmarket CorpNEU1$6410.0%−$47Held
Gartner IncIT4$6340.0%New
Mid-Amer Apt Cmntys Inc5$6110.0%−$84Held
Omnicom Group Inc.OMC8$6030.0%−$38Added$37
Deckers Outdoor CorpDECK6$6010.0%−$22Held
Constellation Brands, Inc.STZ4$6000.0%$48Held
Planet Fitness, Inc.PLNT8$5960.0%−$239Added−$164
United Therapeutics Corp Del1$5930.0%$105Held
Freshpet, Inc.FRPT10$5900.0%−$20Held
Foghorn Therapeutics Inc.FHTX123$5880.0%−$77Held
Elevance Health Inc Formerly2$5870.0%−$115Cut−$817
Yeti Hldgs Inc16$5860.0%−$121Held
Agco Corp5$5800.0%$58Held
F5, Inc.FFIV2$5790.0%$68Held
Best Buy Co IncBBY9$5780.0%−$25Held
Bellring Brands, Inc.BRBR35$5640.0%−$202Added$56
Idexx Labs Inc1$5620.0%−$115Held
RHRH4$5600.0%−$40Added$380
Slm Corp26$5570.0%−$147Held
CubesmartCUBE15$5500.0%$9Held
Trex Co IncTREX15$5470.0%$20Held
Caci Intl Inc1$5440.0%$11Held
Rbc Bearings IncRBC1$5440.0%$95Held
Powell Inds Inc1$5420.0%$223Held
Cousins Pptys Inc24$5420.0%New
Bruker Corp15$5420.0%−$165Held
MSCI Inc.MSCI1$5400.0%−$34Cut−$608
Conagra Brands Inc.CAG34$5350.0%New
Siriusxm Holdings Inc23$5310.0%$71Held
Capri Holdings Limited30$5290.0%−$203Held
Neurocrine Biosciences IncNBIX4$5270.0%−$41Held
Madrigal Pharmaceuticals, Inc.MDGL1$5240.0%New
Ulta Beauty, Inc.ULTA1$5230.0%−$83Held
Applied Digital Corp.APLD22$5230.0%−$17Held
FabrinetFN1$5220.0%$66Held
DENTSPLY SIRONA Inc.XRAY45$5220.0%New
Cf Inds Hldgs Inc4$5200.0%$211Cut−$99
Brixmor Ppty Group Inc18$5190.0%$47Held
Tyson Foods, Inc.TSN8$5130.0%$38Added$102
Alexandria Real Estate Eq In11$5110.0%New
Healthpeak Properties, Inc.DOC31$5100.0%New
Floor & Decor Hldgs Inc10$5080.0%New
Builders FirstSource, Inc.BLDR6$4940.0%New
Murphy USA Inc.MUSA1$4940.0%New
Polaris Inc.PII9$4910.0%New
Paycom Software, Inc.PAYC4$4870.0%−$151Cut−$310
Lyondellbasell Industries N6$4840.0%New
Daily Journal CorpDJCO1$4830.0%−$5Held
Medpace Hldgs Inc1$4810.0%−$81Held
Atlassian CorpTEAM7$4780.0%−$282Added−$9
Ies Hldgs IncIESC1$4770.0%$87Held
Coherent Corp.COHR2$4770.0%New
BXP, Inc.BXP9$4680.0%−$140Cut−$275
Lennox Intl Inc1$4650.0%−$21Held
Smith A O CorpAOS7$4640.0%−$7Held
Match Group Inc New15$4610.0%−$24Held
Ameren CorpAEE4$4400.0%$40Held
Factset Resh Sys Inc2$4340.0%New
Winmark CorpWINA1$4280.0%$23Held
Credit Accep Corp Mich1$4240.0%−$20Held
Carpenter Technology CorpCRS1$3950.0%$80Held
Seagate Technology Hldngs Pl1$3920.0%New
Anglogold Ashanti PlcAU4$3900.0%$48Held
Ciena CorpCIEN1$3890.0%New
Vitesse Energy, Inc.VTS21$3820.0%New
Gamestop Corp New16$3690.0%$47Held
Cna Finl Corp8$3680.0%−$14Held
Ebay IncEBAY4$3650.0%$12Added$103
Snap-on IncSNA1$3640.0%$19Held
Ralph Lauren CorpRL1$3440.0%−$10Held
Magnum Ice Cream Co Nv23$3440.0%−$21Cut−$3.9K
Enphase Energy, Inc.ENPH9$3410.0%$52Held
Dycom Inds Inc1$3390.0%$1Held
Kinder Morgan Inc Del10$3360.0%$61Held
Group 1 Automotive IncGPI1$3310.0%−$63Held
Archer Aviation Inc64$3310.0%−$151Held
Penumbra IncPEN1$3290.0%New
Everest Group, Ltd.EG1$3270.0%−$13Held
Burlington Stores, Inc.BURL1$3260.0%$37Held
Mastec IncMTZ1$3220.0%$104Held
Crh Plc3$3160.0%−$59Held
Gorman Rupp CoGRC5$3110.0%$72Held
Piper Sandler CompaniesPIPR4$3070.0%New
Lpl Finl Hldgs Inc1$3010.0%New
Renaissancere Hldgs Ltd1$2980.0%$16Held
Watts Water Technologies IncWTS1$2910.0%$14Held
Compass Pathways PlcCMPS52$2880.0%−$71Held
Keysight Technologies, Inc.KEYS1$2830.0%$79Held
Esco Technologies IncESE1$2820.0%$86Held
Bio Rad Labs Inc1$2790.0%−$24Held
Affiliated Managers Group In1$2770.0%−$12Held
Middlesex Wtr Co5$2710.0%$11Held
Interactive Brokers Group In4$2690.0%$11Held
Nordson CorpNDSN1$2670.0%$26Held
Applied Indl Technologies In1$2660.0%$9Held
Osi Systems IncOSIS1$2660.0%$10Held
Installed Bldg Prods Inc1$2660.0%$6Held
Jabil IncJBL1$2660.0%New
Consolidated Water Co. Ltd.CWCO8$2650.0%−$18Held
Royal Gold IncRGLD1$2550.0%$32Held
Aes CorpAES18$2540.0%−$5Held
Lincoln Elec Hldgs Inc1$2500.0%$10Held
Alexanders IncALX1$2370.0%$19Held
H2o AmericaHTO4$2350.0%$39Held
Ferguson Enterprises Inc1$2340.0%$11Held
Mks IncMKSI1$2300.0%$70Held
Macom Tech Solutions Hldgs I1$2230.0%New
STERIS plcSTE1$2220.0%−$32Held
Assurant Inc1$2180.0%New
Packaging Corp Amer1$2130.0%$6Held
Hunt J B Trans Svcs Inc1$2120.0%New
Gulfport Energy CorpGPOR1$2120.0%$4Held
Heico Corp New1$2120.0%−$41Held
Silicon Laboratories Inc.SLAB1$2090.0%$78Held
Alpha Metallurgical Resour I1$2060.0%New
Ryder Sys Inc1$2050.0%$13Held
Firstenergy CorpFE4$2030.0%$23Held
TKO Group Holdings, Inc.TKO1$2020.0%−$7Held
Ensign Group, IncENSG1$2020.0%$27Held
SPX Technologies, Inc.SPXC1$2000.0%−$1Held
Natera, Inc.NTRA1$2000.0%−$30Held
Take-Two Interactive Softwar1$1980.0%−$58Cut−$571
Idex Corp1$1900.0%$12Held
Tenet Healthcare CorpTHC1$1890.0%−$10Held
Eastgroup Pptys Inc1$1860.0%$7Held
Vse Corp1$1850.0%$12Held
Atmos Energy CorpATO1$1850.0%$17Held
Nexstar Media Group, Inc.NXST1$1810.0%−$23Held
Steel Dynamics IncSTLD1$1800.0%$10Held
Hanover Ins Group Inc1$1740.0%−$9Held
Centrus Energy CorpLEU1$1740.0%New
Charles Riv Labs Intl Inc1$1730.0%−$27Held
Southern Copper Corp/SCCO1$1730.0%$29Held
Grand Canyon Ed Inc1$1710.0%$4Held
Gatx CorpGATX1$1710.0%$1Held
Crane Company1$1710.0%−$14Held
Balchem CorpBCPC1$1700.0%New
Axsome Therapeutics, Inc.AXSM1$1700.0%−$13Held
New York Times CoNYT2$1680.0%$29Held
Park Natl Corp1$1640.0%$11Held
Msa Safety Inc1$1640.0%$3Held
Cincinnati Finl Corp1$1580.0%−$6Held
Hci Group Inc1$1550.0%−$37Held
WEX Inc.WEX1$1540.0%$5Held
Badger Meter IncBMI1$1530.0%−$22Held
Live Nation Entertainment In1$1530.0%$10Held
Seneca Foods Corp New1$1520.0%$41Held
Bitwise Funds Trust8$1510.0%−$9Held
Penske Automotive Grp Inc1$1500.0%−$9Held
Versant Media Group, Inc.VSNT4$1490.0%New
Catalyst Pharmaceuticals Inc6$1490.0%$8Held
Boot Barn Hldgs Inc1$1470.0%−$30Held
Archer-Daniels-Midland CoADM2$1460.0%$31Held
International Flavors&Fragra2$1460.0%$11Held
D-Wave Quantum Inc.QBTS10$1450.0%−$117Held
Hyatt Hotels CorpH1$1440.0%−$17Held
Arrow Electrs Inc1$1440.0%$33Held
Houlihan Lokey, Inc.HLI1$1440.0%−$31Held
Ptc Inc.PTC1$1430.0%−$31Cut−$554
Tapestry, Inc.TPR1$1420.0%New
Northern Tr Corp1$1400.0%$3Held
PJT Partners Inc.PJT1$1400.0%−$28Held
Wintrust Finl Corp1$1390.0%−$1Held
TechnipFMC PLCFTI2$1390.0%$49Held
Advanced Drain Sys Inc Del1$1380.0%−$7Held
Enova Intl Inc1$1360.0%−$22Held
Wp Carey Inc2$1360.0%$7Held
Popular Inc1$1350.0%$10Held
Coupang, Inc.CPNG7$1330.0%−$23Added$15
Middleby CorpMIDD1$1330.0%−$16Cut−$34.2K
United Sts Lime & Minerals I1$1310.0%$11Held
Centerpoint Energy IncCNP3$1300.0%$14Held
Nelnet IncNNI1$1290.0%−$4Held
Bok Finl Corp1$1290.0%$10Held
Huron Consulting Group Inc.HURN1$1280.0%New
Jacobs Solutions Inc.J1$1280.0%New
Dexcom IncDXCM2$1260.0%−$7Cut−$538
Sun Cmntys Inc1$1260.0%$2Held
Quaker Houghton1$1250.0%−$13Held
Palvella Therapeutics Inc Ne1$1250.0%New
Illumina, Inc.ILMN1$1240.0%−$8Held
M/I Homes, Inc.MHO1$1230.0%−$5Held
Palomar Hldgs Inc1$1200.0%−$15Held
City Hldg Co1$1200.0%$0Held
Dollar Gen Corp New1$1190.0%−$14Cut−$545
Irhythm Technologies IncIRTC1$1190.0%−$59Held
Equity ResidentialEQR2$1190.0%−$7Cut−$449
Echostar CorpECHO1$1180.0%$9Held
Allison Transmission Hldgs I1$1180.0%$20Held
Entegris IncENTG1$1180.0%New
Txnm Energy IncTXNM2$1170.0%−$1Held
Belden Inc.BDC1$1150.0%−$2Held
Arcellx Inc1$1150.0%$49Held
Bigbear Ai Hldgs Inc32$1130.0%−$60Held
Umb Finl Corp1$1130.0%−$3Held
Patrick Inds Inc1$1120.0%$3Held
Hovnanian Enterprises Inc1$1110.0%$13Held
Ares Management Corporation1$1100.0%New
Lemaitre Vascular IncLMAT1$1100.0%$28Held
Option Care Health, Inc.OPCH4$1080.0%−$20Held
Hamilton Lane IncHLNE1$1000.0%−$35Held
Proassurance Corp4$990.0%$2Held
Post Hldgs Inc1$990.0%−$1Held
Bjs Whsl Club Hldgs Inc1$990.0%$8Held
Formfactor IncFORM1$970.0%New
Encompass Health CorpEHC1$970.0%−$10Held
Addus Homecare CorpADUS1$940.0%−$14Held
Axcelis Technologies IncACLS1$940.0%$13Held
Hecla Mng Co5$940.0%−$2Held
Us Foods Hldg Corp1$930.0%$17Held
Universal Display Corp1$920.0%New
Abercrombie & Fitch Co1$920.0%−$34Held
Preferred Bk Los Angeles Ca1$910.0%−$4Held
Itron, Inc.ITRI1$900.0%−$3Held
Ssr Mining In3$890.0%$23Held
Pennymac Finl Svcs Inc New1$880.0%−$44Held
Globus Med Inc1$870.0%−$1Held
Sensient Technologies CorpSXT1$870.0%−$7Held
Digitalocean Hldgs Inc1$860.0%New
Liberty Media Corp Del1$860.0%−$13Held
AecomACM1$850.0%−$11Held
Kymera Therapeutics, Inc.KYMR1$840.0%New
AST SpaceMobile, Inc.ASTS1$830.0%$10Held
GoDaddy Inc.GDDY1$830.0%−$42Held
Boyd Gaming CorpBYD1$830.0%−$3Held
Assured Guaranty LtdAGO1$820.0%−$8Held
Wyndham Hotels & Resorts, Inc.WH1$820.0%$6Held
StoneX Group Inc.SNEX1$810.0%−$15Held
Costar Group, Inc.CSGP2$810.0%−$54Cut−$390
Karman Hldgs Inc1$810.0%New
Sei Invts Co1$790.0%−$4Held
Qorvo, Inc.QRVO1$780.0%−$7Held
Cms Energy Corp1$780.0%$8Held
Regency Ctrs Corp1$760.0%$6Held
Equitable Hldgs Inc2$750.0%−$21Held
Unum Group1$740.0%−$4Held
Stifel Finl Corp1$740.0%−$52Held
ServisFirst Bancshares, Inc.SFBS1$730.0%$1Held
Andersons, Inc.ANDE1$720.0%$18Held
Western Alliance Bancorp1$710.0%−$14Held
Alignment Healthcare, Inc.ALHC4$710.0%−$8Held
TransunionTRU1$700.0%−$16Held
Pvh Corporation1$700.0%$2Held
Voya Financial Inc1$690.0%New
Merit Med Sys Inc1$690.0%−$20Held
Quantum Computing Inc.QUBT10$690.0%−$34Held
International Bancshares Cor1$680.0%$1Held
Ss&C Technologies Hldgs Inc1$680.0%−$20Held
Alcoa CorpAA1$670.0%New
Berkley W R Corp1$670.0%−$4Held
Wsfs Finl Corp1$660.0%$10Held
Trimble Inc.TRMB1$660.0%−$13Cut−$170
Pluri Inc.PLUR19$650.0%$8Held
Rocket Lab CorpRKLB1$650.0%−$5Cut−$8.72K
Green Brick Partners Inc1$650.0%$2Held
Hancock Whitney Corporation1$640.0%$0Held
Arrowhead Pharmaceuticals In1$630.0%New
Par Pac Holdings Inc1$630.0%$27Held
Embecta Corp.EMBC7$620.0%−$22Held
First Amern Finl Corp1$610.0%−$1Held
Inventrust Pptys Corp2$610.0%$4Held
Workiva IncWK1$600.0%New
Taylor Morrison Home Corp1$590.0%$0Held
Qxo Inc3$590.0%$1Held
Essent Group Ltd.ESNT1$590.0%−$7Held
Xenon Pharmaceuticals Inc.XENE1$590.0%New
Zions Bancorporation N A1$580.0%−$1Held
Biomarin Pharmaceutical IncBMRN1$570.0%−$3Held
Axalta Coating Sys Ltd2$560.0%New
Anaptysbio, IncANAB1$560.0%$7Held
Onemain Hldgs Inc1$540.0%New
Skyworks Solutions, Inc.SWKS1$540.0%New
Bancorp Inc Del1$540.0%−$14Held
Bank Of Nt Butterfield&Son L1$530.0%$3Held
Mercantile Bk Corp1$510.0%$2Held
Liberty Broadband Corp1$510.0%$2Held
Commerce Bancshares Inc1$500.0%−$3Held
News Corp New2$500.0%−$3Held
Fidelity National Financial, Inc.FNF1$470.0%−$8Held
Viper Energy, Inc.VNOM1$470.0%New
Range Res Corp1$460.0%$10Held
Affirm Hldgs Inc1$460.0%New
Antero Midstream CorpAM2$460.0%$10Held
Frequency Electrs Inc1$450.0%New
Sylvamo CorpSLVM1$430.0%−$6Held
Jade Biosciences, Inc.JBIO3$430.0%−$4Held
Antero Resources CorpAR1$430.0%$8Held
Douglas Dynamics, IncPLOW1$430.0%$10Held
Ralliant CorpRAL1$420.0%New
Ardelyx, Inc.ARDX7$420.0%$1Held
German Amern Bancorp Inc1$420.0%$2Held
Tpg Inc1$410.0%New
Ofg BancorpOFG1$410.0%$0Held
Xometry, Inc.XMTR1$410.0%New
Tyra Biosciences, Inc.TYRA1$390.0%New
Pilgrims Pride CorpPPC1$380.0%−$1Cut−$79
Genpact Limited1$380.0%−$9Cut−$106K
Maplebear Inc.CART1$380.0%New
Stag Indl IncSTAG1$370.0%New
Starwood Ppty Tr Inc2$350.0%New
Univest Financial Corporatio1$350.0%$2Held
Viavi Solutions Inc.VIAV1$340.0%New
Veracyte, Inc.VCYT1$330.0%−$10Held
Allegro Microsystems, Inc.ALGM1$320.0%$5Held
ExlService Holdings, Inc.EXLS1$310.0%New
Rigetti Computing Inc2$290.0%New
Bkv CorpBKV1$290.0%New
Cnb Finl Corp Pa1$290.0%$2Held
Lumen Technologies, Inc.LUMN4$280.0%−$4Held
Millrose Pptys Inc1$280.0%New
Blue Owl Capital Inc3$280.0%New
Ribbon Communications Inc.RBBN12$260.0%−$9Held
Arcutis Biotherapeutics, Inc.ARQT1$240.0%New
UiPath, Inc.PATH2$230.0%−$10Cut−$600
Comstock Res Inc1$220.0%−$2Held
Arcus Biosciences, Inc.RCUS1$220.0%−$2Held
Cleveland-Cliffs Inc New2$170.0%New
Enanta Pharmaceuticals IncENTA1$130.0%New
Adma Biologics, Inc.ADMA1$100.0%−$8Cut−$45
Phreesia, Inc.PHR1$90.0%New
PagerDuty, Inc.PD1$70.0%New
Puma Biotechnology, Inc.PBYI1$70.0%New
SunCoke Energy, Inc.SXC1$70.0%−$1Held
Grid Dynamics Hldgs Inc1$60.0%New
Gamestop Corp New1$40.0%$0Held
UWM Holdings CorpUWMC1$40.0%−$0Cut−$58

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.