13F

Investor

TRUST POINT INC.

CIK 0001635633 · filed 2026-04-15 · SEC filing

13F book

$1.15B

Positions

521

59 new · 17 sold

Largest name

11.7%

Wisdomtree Tr

Est. mark

−$23.6M

Price effect on 462 names still held. Flow −$91.7M.
NameTickerSharesValueWeightEst. markChange
Wisdomtree Tr2.51M$134.1M11.7%−$13.2MCut−$19.6M
Vanguard Specialized Funds565.3K$121.6M10.6%−$2.67MCut−$142.6M
Vanguard Admiral Fds Inc641.6K$65.4M5.7%New
Vanguard Index Fds193.1K$57.7M5.0%−$3.08MCut−$7.36M
Ishares Tr1.09M$53M4.6%−$317.2KCut−$34.3M
Quanta Svcs Inc70.5K$38.7M3.4%$8.95MCut$7.57M
Spdr Series Trust536.9K$35M3.0%New
Principal Financial Group In369.1K$33.3M2.9%$701.2KCut$668.9K
Apple Inc.AAPL104.1K$26.4M2.3%−$1.88MCut−$2.02M
Nvidia CorpNVDA116.3K$20.3M1.8%−$1.41MCut−$1.51M
Ishares Tr55.3K$19.7M1.7%−$933KCut−$1.45M
Ishares Tr151.8K$17.2M1.5%−$1.54MHeld
Ishares Tr69.4K$14.6M1.3%−$63.8KCut−$207.8K
Microsoft CorpMSFT36.6K$13.5M1.2%−$4.15MCut−$4.98M
Spdr S&P 500 Etf Tr19.9K$12.9M1.1%−$623.7KAdded−$535.3K
Alphabet Inc40.5K$11.6M1.0%−$1.03MAdded−$976.9K
Exxon Mobil Corp66.9K$11.3M1.0%$3.3MCut$3.18M
Vanguard Index Fds34.2K$11M1.0%−$494.2KCut−$549.2K
Broadcom Inc.AVGO30.8K$9.53M0.8%−$1.13MCut−$1.44M
Ishares Tr90.8K$8.83M0.8%$87.2KCut−$102.4K
Ishares Tr13K$8.5M0.7%−$412.9KCut−$503.3K
Schwab Strategic Tr245.4K$7.6M0.7%$218.4KCut−$1.23M
Fastenal CoFAST162.8K$7.55M0.7%$1.02MAdded$1.05M
Ishares Tr190.3K$7.55M0.7%$310.2KCut−$9.15M
Vanguard Intl Equity Index F98.4K$7.39M0.6%$151.6KCut−$2.91M
Berkshire Hathaway Inc Del14.8K$7.11M0.6%−$347.9KCut−$877.7K
Amazon Com IncAMZN33.1K$6.89M0.6%−$745.5KCut−$1.41M
Jpmorgan Chase & Co.22.2K$6.54M0.6%−$606.6KAdded−$428.6K
Walmart Inc.WMT52.4K$6.51M0.6%$674.3KCut$372.4K
Johnson & JohnsonJNJ24.5K$5.99M0.5%$753.8KAdded$1.83M
Alphabet Inc17.6K$5.04M0.4%−$473.7KCut−$674.9K
Meta Platforms, Inc.META8.44K$4.83M0.4%−$742.7KCut−$1.16M
Ishares Tr49.5K$4.48M0.4%$49.8KAdded$312.1K
Tesla, Inc.TSLA11.9K$4.42M0.4%−$926.6KCut−$1.18M
Wells Fargo Co New52.1K$4.15M0.4%−$642.6KAdded−$257K
Vanguard Index Fds6.95K$4.15M0.4%−$205.4KCut−$2.95M
Vanguard Index Fds19.1K$4.15M0.4%$104.2KCut−$2.28M
Visa Inc.V13.5K$4.08M0.4%−$642.1KAdded−$569.3K
Wisdomtree Tr111.8K$3.57M0.3%−$124.1KCut−$3.98M
Ishares Tr28K$3.47M0.3%$13.9KAdded$3.07M
Vanguard Bd Index Fds46.5K$3.42M0.3%−$17.2KAdded$465.6K
Chevron Corp NewCVX16.4K$3.4M0.3%$736.3KAdded$1.34M
Ishares Gold Tr38.3K$3.38M0.3%$267.9KCut$259.9K
Ishares Tr7.89K$3.36M0.3%−$277.8KAdded$560.5K
Pepsico IncPEP20.5K$3.19M0.3%$236.7KAdded$303.2K
Caterpillar IncCAT4.27K$3.02M0.3%$578.7KCut$55.1K
Taiwan Semiconductor Mfg Ltd8.78K$2.97M0.3%$285.4KAdded$419.3K
Procter And Gamble CoPG20.1K$2.9M0.3%$22.7KCut−$29.6K
Vanguard Index Fds9.13K$2.76M0.2%$1.3KCut−$54K
Vanguard Index Fds12.8K$2.64M0.2%−$42.6KHeld
Ishares Tr56.9K$2.63M0.2%−$14.7KAdded$675.6K
Ishares Tr22.8K$2.54M0.2%−$44.7KAdded$537.5K
Eli Lilly & CoLLY2.73K$2.51M0.2%−$420.4KAdded−$403.9K
Honeywell Intl Inc11.1K$2.5M0.2%$307.6KAdded$561.9K
Goldman Sachs Group Inc2.94K$2.49M0.2%−$97KCut−$433.7K
Mastercard IncMA4.83K$2.41M0.2%−$344KCut−$435.3K
Target CorpTGT19.8K$2.39M0.2%$413KAdded$673.4K
Ishares Tr9.32K$2.31M0.2%$16.9KAdded$51.6K
Nextera Energy Inc24.6K$2.28M0.2%$309.4KAdded$312.8K
Spdr S&P Midcap 400 Etf Tr3.58K$2.21M0.2%$48.3KHeld
Home Depot, Inc.HD6.39K$2.1M0.2%−$96KAdded−$70K
Ishares Tr9.75K$2.08M0.2%$12.8KAdded$1.28M
Abbott LabsABT20.2K$2.07M0.2%−$456.7KCut−$572.7K
Netflix IncNFLX21.5K$2.07M0.2%$49.9KAdded$115.4K
Costco Whsl Corp New2.07K$2.06M0.2%$277.4KCut$247.3K
Northern Lts Fd Tr Iv53.9K$2.02M0.2%$49.1KCut−$16.7K
Ishares Tr29.8K$2.01M0.2%$45.5KHeld
Cisco Sys Inc25.7K$1.99M0.2%$13.3KAdded$171.5K
International Business Machs7.92K$1.92M0.2%−$426.3KCut−$720.7K
Global X Fds24K$1.87M0.2%−$97.8KCut−$557.2K
Asml Holding N V1.4K$1.84M0.2%$287.1KAdded$618.6K
Merck & Co., Inc.MRK15.2K$1.83M0.2%$227.4KAdded$233.2K
Invesco Qqq Tr3.15K$1.82M0.2%−$117.1KCut−$118.9K
AbbVie Inc.ABBV8.35K$1.82M0.2%−$76.9KAdded$219.5K
Emerson Elec Co13.5K$1.77M0.2%−$22.2KAdded$31.5K
Colgate Palmolive CoCL20.6K$1.76M0.2%$122.6KAdded$195.7K
Verizon Communications IncVZ34.4K$1.72M0.1%$325.4KCut$310.5K
Ishares Tr13.4K$1.72M0.1%−$118.2KCut−$120.1K
Marriott Intl Inc New5.16K$1.69M0.1%$86.8KCut−$129.1K
Deere & CoDE2.85K$1.6M0.1%$278.4KCut$187.2K
Ishares Tr11K$1.6M0.1%$40.3KAdded$387.8K
Micron Technology IncMU4.73K$1.6M0.1%$172.4KAdded$660.6K
Vanguard World Fd2.28K$1.59M0.1%−$127.8KHeld
Ishares Tr16.2K$1.58M0.1%$17.8KCut−$16.7K
Shell Plc16.8K$1.56M0.1%$280.6KAdded$505.5K
Oracle Corp10.6K$1.56M0.1%−$488.1KAdded−$430K
Ishares Tr9.91K$1.5M0.1%$101.7KHeld
American Express CoAXP4.91K$1.49M0.1%−$307.7KAdded−$201.6K
Ishares Tr4.73K$1.49M0.1%−$43.6KCut−$66.5K
Schwab Strategic Tr57.4K$1.47M0.1%−$72.9KHeld
Philip Morris Intl Inc8.89K$1.47M0.1%$41.9KAdded$108.9K
Booking Holdings Inc.BKNG348$1.47M0.1%−$398.5KCut−$564.5K
Coca Cola CoKO18.9K$1.44M0.1%$116.2KCut−$99.8K
Bank America Corp29.1K$1.42M0.1%−$168.5KAdded−$64.6K
Linde PlcLIN2.86K$1.42M0.1%$174.3KAdded$346.4K
Mcdonalds CorpMCD4.44K$1.38M0.1%$22.5KAdded$48K
Grand Canyon Ed Inc7.71K$1.31M0.1%$28.7KCut−$22.1K
Schwab Strategic Tr39.5K$1.3M0.1%$7.89KHeld
RTX CorpRTX6.69K$1.29M0.1%$57.4KAdded$183.3K
Amphenol Corp New10.2K$1.29M0.1%−$89.7KCut−$120.4K
Union Pac Corp5.31K$1.29M0.1%$58.8KAdded$84K
Vanguard Intl Equity Index F23.8K$1.29M0.1%$6.9KCut−$2.95M
Tractor Supply Co28.3K$1.28M0.1%−$133.1KCut−$250.1K
Cencora, Inc.COR4.07K$1.28M0.1%−$96.1KCut−$107.3K
ConocophillipsCOP9.68K$1.28M0.1%$346.2KAdded$433.8K
At&T Inc43.5K$1.26M0.1%$180.7KCut$126.6K
Rb Global Inc.RBA13K$1.24M0.1%−$88.7KAdded−$54.5K
Five Below, IncFIVE5.34K$1.22M0.1%$214.2KCut$128.1K
Southern Co12.6K$1.22M0.1%$110.1KAdded$185K
Ishares Tr3.81K$1.21M0.1%−$94.9KHeld
GE Vernova Inc.GEV1.38K$1.21M0.1%$303.3KCut$249.1K
Comfort Sys Usa Inc826$1.14M0.1%$368.1KCut$169.4K
Ge Aerospace3.9K$1.11M0.1%−$94.7KCut−$319.9K
Lam Research CorpLRCX5.17K$1.11M0.1%$214.8KAdded$239.8K
Texas Instrs Inc5.68K$1.1M0.1%$117.3KCut$57.6K
Morgan Stanley6.67K$1.1M0.1%−$86.5KCut−$268.5K
Hsbc Hldgs Plc12.8K$1.05M0.1%$40.6KAdded$216.9K
Northern Lts Fd Tr Iv43.8K$1.04M0.1%−$13.8KAdded$70.3K
Applied Matls Inc3.04K$1.04M0.1%$236.5KAdded$320.6K
Lowes Cos Inc4.37K$1.03M0.1%−$16.9KAdded$197.7K
Allstate Corp4.9K$1.02M0.1%−$3.95KAdded−$222
Citigroup Inc8.95K$1.02M0.1%−$28.9KAdded−$12.1K
Ppg Inds Inc9.45K$1.01M0.1%$33.6KAdded$231.4K
BlackRock, Inc.BLK1.04K$996.3K0.1%−$112.5KCut−$188.5K
Palantir Technologies Inc.PLTR6.76K$989.1K0.1%−$206.7KAdded−$178.3K
Ishares Tr10.6K$982.4K0.1%−$15KAdded−$13K
Ensign Group, IncENSG4.84K$974.7K0.1%$132.1KCut$102.6K
Eaton Corp PlcETN2.68K$958.2K0.1%$104.7KAdded$106.2K
Thermo Fisher Scientific Inc.TMO1.95K$957K0.1%−$133.6KAdded$76.3K
Schwab Strategic Tr38.1K$950K0.1%−$5.78KAdded$97.6K
Advanced Micro Devices IncAMD4.62K$939.2K0.1%−$49KAdded−$39.5K
Novartis Ag6.11K$933.6K0.1%$81.8KAdded$175.9K
Pfizer IncPFE32.7K$917.6K0.1%$103.1KAdded$110.5K
3M COMMM6.3K$915.7K0.1%−$93.8KCut−$489.4K
Tjx Cos Inc New5.7K$910.3K0.1%$31.8KAdded$107.4K
Select Sector Spdr Tr18.3K$902.7K0.1%−$98.7KCut−$102.6K
Vanguard Index Fds3.41K$894.2K0.1%$13.3KAdded$29K
Schwab Charles Corp9.51K$893.9K0.1%−$44.7KAdded$141.6K
ServiceNow, Inc.NOW8.52K$890.5K0.1%−$406.5KAdded−$389.8K
Schwab Strategic Tr23.2K$887.9K0.1%$51.1KCut−$2.86M
Ciena CorpCIEN2.28K$884K0.1%$351.5KCut$333.9K
Accenture Plc Ireland4.42K$877.4K0.1%−$309.8KCut−$386K
Arista Networks, Inc.ANET7.14K$877.1K0.1%−$55.3KAdded−$491
Littelfuse Inc2.57K$872.1K0.1%$217.8KAdded$234.8K
Wisdomtree Tr9.7K$851.7K0.1%−$15.4KHeld
Medpace Hldgs Inc1.77K$849.9K0.1%−$144.2KCut−$159.3K
Chemed Corp New2.24K$847.3K0.1%−$112.4KCut−$118.4K
Caseys Gen Stores Inc1.16K$842.9K0.1%$202.8KCut$147.6K
Cigna GroupCI3.14K$837.6K0.1%−$18.8KAdded$226.9K
Duke Energy Corp New6.35K$831.6K0.1%$63.6KAdded$288.6K
Transdigm Group IncTDG714$827.5K0.1%−$87KAdded$150.6K
Marathon Pete Corp3.37K$823.6K0.1%$263.6KAdded$298K
Mitsubishi Ufj Finl Group In48.4K$821K0.1%$47.7KAdded$139.2K
Bp Plc17.4K$817.7K0.1%$183.3KAdded$298.8K
Enpro Inc.NPO3.25K$814.4K0.1%$118.7KCut$100.2K
Xcel Energy Inc10.2K$808.2K0.1%$56.8KCut$1.59K
Analog Devices IncADI2.49K$791.5K0.1%$85.3KAdded$298.5K
Northern Lts Fd Tr Iv19.8K$791.2K0.1%$20.3KAdded$228.3K
Idacorp IncIDA5.5K$787.1K0.1%$90.3KCut$68.2K
Intuitive Surgical IncISRG1.71K$786K0.1%−$166.3KAdded−$107.7K
Marsh & Mclennan Cos Inc4.41K$765.6K0.1%−$28.3KAdded$330.4K
Kla CorpKLAC513$755.3K0.1%$128.2KAdded$150.2K
Entegris IncENTG6.43K$754K0.1%$187.2KAdded$275.9K
Burlington Stores, Inc.BURL2.3K$748.7K0.1%$84.1KCut$44.8K
Unilever Plc13K$738.2K0.1%−$49KAdded$358.4K
Berkshire Hathaway Inc Del1$718.1K0.1%−$36.7KHeld
Mueller Inds Inc6.47K$716.9K0.1%−$25.9KCut−$43.9K
Banco Santander Sa63.4K$715.6K0.1%−$23.3KAdded$107K
Markel Group Inc.MKL372$712K0.1%−$74KAdded$37K
ExlService Holdings, Inc.EXLS23.3K$709.1K0.1%−$279.2KCut−$284.2K
Schwab Strategic Tr25.4K$706.4K0.1%$16KAdded$26.9K
Medtronic PlcMDT8.15K$706.1K0.1%−$76.7KCut−$128K
Associated Banc Corp27K$697.4K0.1%$2.7KCut−$94.3K
Bio-Techne CorpTECH13.3K$697K0.1%−$87.4KCut−$92.5K
Edwards Lifesciences CorpEW8.55K$684.8K0.1%−$44.2KCut−$60.4K
Williams Cos Inc9.33K$679K0.1%$70.4KAdded$345.2K
T-Mobile Us Inc3.23K$678.8K0.1%$18.2KAdded$149.1K
National Grid Plc8.01K$677.9K0.1%$55.9KAdded$81.4K
Ishares Tr6.6K$674.9K0.1%−$1.91KHeld
Comcast Corp New23.5K$674.3K0.1%−$21.9KAdded$120.4K
Curtiss Wright CorpCW980$667.5K0.1%$126.9KAdded$128.9K
Spdr Series Trust26.8K$665.3K0.1%−$3.75KCut−$126.3K
Kimberly Clark CorpKMB6.88K$664K0.1%−$30.4KCut−$99.6K
Intel CorpINTC15K$663.1K0.1%$89.5KAdded$206.1K
Prologis Inc.5.01K$662.8K0.1%$14.7KAdded$247K
Vanguard Tax-Managed Fds10.3K$659.3K0.1%New
Intuit Inc.INTU1.52K$656.4K0.1%−$349.2KCut−$526.7K
Cbre Group, Inc.CBRE4.8K$650.2K0.1%−$74.2KAdded$179.3K
FabrinetFN1.24K$648.8K0.1%$82.4KCut$81.5K
Oreilly Automotive Inc7K$646.3K0.1%$4.88KAdded$242K
Unitedhealth Group IncUNH2.39K$645.9K0.1%−$142.1KCut−$288.6K
Sap Se3.75K$641.7K0.1%−$198.8KAdded−$31.9K
Ishares Tr11.2K$637.6K0.1%New
Onto Innovation Inc.ONTO3.1K$636.1K0.1%$146.4KCut$96.9K
Permian Resources CorpPR29.6K$631.8K0.1%$216KCut$166K
Lincoln Elec Hldgs Inc2.53K$630.4K0.1%$23.9KCut−$558
S&P Global Inc.SPGI1.48K$627.8K0.1%−$143.5KCut−$203.1K
Ishares Tr4.62K$627.3K0.1%$65.2KHeld
Atlantic Un Bankshares Corp17.5K$626.2K0.1%$7.18KAdded$50.4K
Dimensional Etf Trust15.9K$619.6K0.1%−$11.6KHeld
Power Integrations IncPOWI12.1K$618.5K0.1%$178.1KAdded$214.4K
Heico Corp New2.25K$615.9K0.1%−$110.9KCut−$248.8K
Advanced Energy Inds1.91K$615.1K0.1%$216KCut$200.1K
Dover CorpDOV2.94K$612.4K0.1%$24.2KAdded$254.2K
Esco Technologies IncESE2.16K$607.5K0.1%$175.3KAdded$209.1K
Vanguard Whitehall Fds9.24K$607K0.1%−$15.8KAdded−$5.02K
Disney Walt Co6.27K$603.9K0.1%−$109KCut−$113.3K
Vanguard Index Fds2.09K$601.4K0.1%−$6.32KAdded−$1.72K
Vanguard Scottsdale Fds5.48K$601.3K0.1%−$58.6KAdded$9.49K
Carlisle Cos Inc1.8K$600.2K0.1%$24.8KCut$1.08K
Bank New York Mellon Corp5.02K$595.6K0.1%$12.8KCut$11K
Csx CorpCSX14.5K$595.3K0.1%$48.3KAdded$230.7K
Us Bancorp Del11.4K$594.1K0.1%−$14.2KAdded$32.7K
Pnc Finl Svcs Group Inc2.84K$590.8K0.1%−$1.6KAdded$70.6K
Adobe Inc.ADBE2.43K$589.7K0.1%−$259.4KCut−$335K
Northrop Grumman Corp864$589.4K0.1%$39.4KAdded$388.7K
Select Sector Spdr Tr3.64K$588.5K0.1%$24.1KCut$20.3K
Qualcomm Inc4.49K$578.2K0.1%−$189.8KCut−$298.2K
Eog Res Inc3.99K$576.4K0.1%$157.7KCut$144K
Stryker CorpSYK1.72K$566.5K0.0%−$34.5KAdded$36.1K
Tapestry, Inc.TPR4K$564.4K0.0%$53.4KHeld
Waste Mgmt Inc Del2.45K$563.4K0.0%$19.5KAdded$138.7K
Haleon Plc56.1K$561.4K0.0%−$3.96KAdded$161K
Bristol-Myers Squibb Co9.16K$555.8K0.0%$53.7KAdded$124K
Palo Alto Networks IncPANW3.44K$551.7K0.0%−$73.2KAdded−$12.9K
Boston Scientific CorpBSX8.77K$550.1K0.0%−$285.8KCut−$291.8K
Rio Tinto Plc5.87K$547.7K0.0%$51.1KAdded$239.6K
Salesforce, Inc.CRM2.89K$539.7K0.0%−$226.2KCut−$404.7K
Arch Cap Group Ltd5.62K$539.5K0.0%$357Added$47.3K
Diodes Inc7.89K$538.3K0.0%$142KAdded$168K
Ollies Bargain Outlet Hldgs5.81K$535.1K0.0%−$102.1KCut−$142K
UBS Group AGUBS13.6K$532.8K0.0%−$82.7KAdded$3.97K
Progressive Corp2.69K$532.3K0.0%−$53.5KAdded$119.2K
Zoetis Inc.ZTS4.5K$531.9K0.0%−$21.6KAdded$175.6K
Select Sector Spdr Tr3.62K$530.7K0.0%−$29.6KCut−$40.8K
West Pharmaceutical Svsc Inc2.11K$528.4K0.0%−$51.6KAdded−$51.4K
Trane Technologies PlcTT1.26K$526.8K0.0%$30.1KAdded$101.8K
Starbucks CorpSBUX5.88K$526.7K0.0%$31.6KCut−$10.6K
Rollins IncROL9.82K$524.6K0.0%−$64.9KCut−$80.4K
Select Sector Spdr Tr6.36K$521.6K0.0%$23.8KAdded$91.5K
Vanguard Scottsdale Fds11.1K$519.5K0.0%−$1.44KCut−$37.1K
Martin Marietta Matls Inc877$516.3K0.0%−$14.8KAdded$246K
EnersysENS2.95K$512K0.0%$79.5KCut−$39.6K
Banco Bilbao Vizcaya Argenta23.6K$511.3K0.0%−$30.5KAdded$81K
Phillips 66PSX2.81K$511K0.0%$123.8KAdded$210.4K
Aaon, Inc.AAON6.14K$508.4K0.0%$37KAdded$74.5K
Amgen IncAMGN1.44K$504.9K0.0%$35.2KCut$31.9K
Chubb Limited1.54K$503.6K0.0%$21.3KCut$14.5K
Select Sector Spdr Tr4.52K$501.5K0.0%−$31KCut−$36.9K
Selective Ins Group Inc6.62K$499.2K0.0%−$54.8KCut−$143.6K
Sps Comm Inc8.96K$499.1K0.0%−$300KCut−$313.1K
Paylocity Hldg Corp4.59K$496.4K0.0%−$186.9KAdded−$144.7K
Ecolab Inc.ECL1.86K$494.8K0.0%$5.99KAdded$44.6K
Bhp Group Ltd6.8K$494.3K0.0%$65.2KAdded$176K
Capital One Finl Corp2.7K$492K0.0%−$131.8KAdded−$40.9K
Southstate Bk Corp5.29K$489.9K0.0%−$8.42KCut−$40.1K
Stifel Finl Corp6.63K$489.7K0.0%−$247.7KAdded−$114.8K
Mge Energy IncMGEE6.32K$488.1K0.0%−$7.14KCut−$29.1K
Constellation Energy CorpCEG1.74K$486.2K0.0%−$123.3KAdded−$102.4K
Privia Health Group, Inc.PRVA23.6K$485.8K0.0%−$74.2KCut−$105.9K
Caci Intl Inc892$485.1K0.0%$9.86KCut−$27.4K
Ishares Inc6.95K$485K0.0%$17.6KCut−$51.8K
Uber Technologies, IncUBER6.73K$484K0.0%−$63.6KAdded−$47.8K
Moelis & CoMC8.49K$483.8K0.0%−$99.6KCut−$108.2K
Hanover Ins Group Inc2.77K$480.5K0.0%−$26.1KCut−$43.7K
Freeport-Mcmoran IncFCX8.14K$478.6K0.0%$58.8KAdded$104.9K
Sumitomo Mitsui Finl Group I24.1K$476.2K0.0%$8.25KAdded$96.6K
Illinois Tool Wks Inc1.82K$474.5K0.0%$23.4KAdded$61.7K
Vanguard World Fd2.73K$472.6K0.0%$128.7KHeld
Ishares Tr2.47K$468.7K0.0%$20.7KHeld
Invesco Exch Traded Fd Tr Ii6.37K$466.1K0.0%$11KHeld
Tyler Technologies IncTYL1.35K$462.2K0.0%−$124.1KAdded−$42.6K
Crowdstrike Hldgs Inc1.18K$459.9K0.0%−$92.3KCut−$124.6K
Monster Beverage Corp New6.34K$459.6K0.0%−$21.1KAdded$75.1K
Automatic Data Processing In2.25K$457.2K0.0%−$97.1KAdded−$4.83K
Glaukos CorpGKOS4.24K$456.8K0.0%−$21.1KAdded$3.81K
Metlife Inc6.41K$453.5K0.0%−$39.8KAdded$71.4K
Reliance, Inc.RS1.49K$452.5K0.0%$22.4KCut−$4.45K
Toyota Motor Corp2.18K$449.3K0.0%−$14.6KAdded$57.5K
Travelers Companies, Inc.TRV1.54K$448K0.0%$1.83KAdded$119.7K
Northern Oil & Gas, Inc.NOG15.2K$443.9K0.0%$103.3KAdded$158.2K
Howmet Aerospace Inc.HWM1.93K$443.9K0.0%$49KCut$12.7K
Simpson Mfg Inc2.58K$442.8K0.0%$25.9KAdded$30.9K
Workiva IncWK7.41K$441.8K0.0%−$197.2KCut−$209.8K
Gilead Sciences, Inc.GILD3.16K$440.8K0.0%$51.8KAdded$58.6K
Cognex CorpCGNX8.97K$439.5K0.0%$110.4KAdded$134.3K
Ishares Tr5.85K$434.9K0.0%$17.2KCut−$8.01K
Altria Group, Inc.MO6.57K$433.4K0.0%$50.7KAdded$82.3K
Kinsale Cap Group Inc1.27K$432.9K0.0%−$62.2KAdded−$59.1K
Truist Finl Corp9.4K$432K0.0%−$15.4KAdded$197.7K
Umb Finl Corp3.81K$429.3K0.0%−$8.56KCut−$77.2K
Sony Group Corp20.7K$427.7K0.0%−$76.5KAdded$28K
Ishares Tr1.3K$425.9K0.0%$35.7KHeld
Vanguard Scottsdale Fds7.22K$422.8K0.0%−$784Added$181K
Aflac IncAFL3.84K$421.3K0.0%−$2.15KCut−$5.9K
Jones Lang Lasalle IncJLL1.38K$418.4K0.0%−$44.2KCut−$91K
Vulcan Matls Co1.53K$417.2K0.0%New
Aercap Holdings Nv3K$412K0.0%−$19.8KHeld
Mondelez Intl Inc7.14K$411.5K0.0%$25.9KAdded$45.6K
Balchem CorpBCPC2.42K$410.1K0.0%$39KCut$18.6K
Select Sector Spdr Tr3.74K$407.6K0.0%−$39KCut−$43.5K
HCA Healthcare, Inc.HCA855$404.6K0.0%$4.62KAdded$66.6K
United Therapeutics Corp Del681$403.8K0.0%$72KCut$58.8K
Exelon CorpEXC8.19K$401.4K0.0%$41.1KAdded$71.3K
Kadant IncKAI1.37K$401.1K0.0%$9.11KAdded$47.4K
Rpm Intl Inc4K$398.1K0.0%−$18.4KCut−$44.2K
Boeing Co2K$397.9K0.0%−$34.1KAdded−$11K
Brown & Brown, Inc.BRO6.06K$395.1K0.0%−$72.4KAdded−$2.91K
Pacer Fds Tr6.28K$393.1K0.0%$15KHeld
Western Digital CorpWDC1.45K$392.2K0.0%New
DONALDSON Co INCDCI4.61K$391.4K0.0%−$12.7KAdded$93.9K
Dimensional Etf Trust11.5K$391.2K0.0%New
Fedex CorpFDX1.08K$385K0.0%$72.8KCut$56.3K
Hilton Worldwide Hldgs Inc1.26K$384.7K0.0%New
Guidewire Software, Inc.GWRE2.56K$382.4K0.0%−$119.5KAdded−$84.3K
Intercontinental Exchange In2.43K$381.9K0.0%−$10.9KAdded$5.15K
Cvs Health CorpCVS5.28K$379.3K0.0%−$27.5KAdded$89.9K
Select Sector Spdr Tr2.85K$379K0.0%−$31.6KCut−$53.7K
Viavi Solutions Inc.VIAV11.3K$375.3K0.0%$167KAdded$182.7K
Icon PlcICLR3.38K$373.9K0.0%−$241.8KCut−$264K
American Tower Corp New2.16K$373.1K0.0%−$3.92KAdded$143.1K
Air Prods & Chems Inc1.26K$367.2K0.0%New
Ishares Tr4.65K$366.4K0.0%New
Agree Rlty Corp4.85K$365.9K0.0%$16.3KCut−$24.7K
Csw Industrials, Inc.CSW1.4K$364K0.0%−$39.9KAdded$8.85K
EMCOR Group, Inc.EME492$363.3K0.0%$62.3KCut$12.7K
Freshpet, Inc.FRPT6.15K$362.5K0.0%−$11.6KAdded$2.57K
Check Point Software Tech Lt2.54K$362.4K0.0%−$104.6KAdded−$91.8K
Nexstar Media Group, Inc.NXST2K$361.8K0.0%−$44.5KCut−$84.7K
Netease Inc3.21K$359.8K0.0%−$82.5KHeld
NIKE, Inc.NKE6.8K$359.3K0.0%−$50.3KAdded$65.2K
Invesco Exch Traded Fd Tr Ii5.61K$358.8K0.0%$5.21KHeld
Totalenergies SeTTE3.94K$358.5K0.0%$100.7KCut−$146.1K
General Mtrs Co4.79K$356.9K0.0%−$32.6KCut−$61.4K
Lamar Advertising Co/NewLAMR2.81K$355.5K0.0%$223Cut−$28.6K
Oshkosh CorpOSK2.4K$352.9K0.0%$51.7KCut$45.9K
Ross Stores, Inc.ROST1.62K$351.2K0.0%New
Equinix IncEQIX358$350.9K0.0%$61.7KAdded$130.3K
Mizuho Financial Group Inc43.9K$348.4K0.0%$23.8KAdded$67.6K
Ing Groep N.V.13.4K$348.3K0.0%−$23.1KAdded$17K
Cummins IncCMI646$347.6K0.0%$14.6KAdded$77K
Brookfield Corp8.58K$347.2K0.0%New
Labcorp Holdings Inc.LH1.3K$346.6K0.0%$20.7KCut−$8.41K
Dimensional Etf Trust4.88K$345.8K0.0%New
Vertex Pharmaceuticals Inc772$344.7K0.0%−$3.41KAdded$118K
Parker-Hannifin CorpPH385$344.7K0.0%$6.26KCut−$9.56K
Watsco Inc946$344.1K0.0%$25.4KCut$4.16K
Ford Mtr Co29.7K$342.8K0.0%−$34.5KAdded$56.5K
Danaher Corporation1.8K$341.3K0.0%−$66.7KAdded−$47K
Coca Cola Cons Inc1.76K$338.2K0.0%$67.8KCut$39K
Consolidated Edison IncED2.99K$338.1K0.0%$40.5KAdded$48.1K
Newmont Corp3.12K$337.5K0.0%New
Autodesk, Inc.ADSK1.41K$337.1K0.0%−$74.8KAdded−$54.2K
CARRIER GLOBAL CorpCARR5.95K$335.3K0.0%$14.5KAdded$115.1K
Cullen Frost Bankers Inc2.44K$334.9K0.0%$25.5KCut−$70.6K
Cme Group Inc.CME1.13K$333.5K0.0%$22.4KAdded$58.5K
Argenx SEARGX456$333K0.0%−$35.6KAdded$62.2K
Solstice Advanced Matls Inc4.36K$332K0.0%New
Tetra Tech Inc New11K$330.1K0.0%−$37.5KCut−$73.6K
Fidelity Covington Trust8.76K$328.6K0.0%New
Teledyne Technologies IncTDY543$328.5K0.0%New
John Hancock Exchange Traded4.19K$327.8K0.0%−$6.62KHeld
Exponent IncEXPO5.01K$327.1K0.0%−$18.8KAdded$16.8K
Alcoa CorpAA4.92K$326.3K0.0%$64.1KAdded$68.2K
Teradyne, IncTER1.09K$323.1K0.0%$112.2KHeld
Welltower Inc.WELL1.62K$321.1K0.0%$19.7KCut$4.43K
Schwab Strategic Tr9.88K$320.4K0.0%$9.09KHeld
Motorola Solutions, Inc.MSI738$320.3K0.0%$37.4KCut$18.2K
Icf Intl Inc4.89K$319.5K0.0%−$97.9KCut−$123.9K
Public Svc Enterprise Grp In3.94K$318.6K0.0%$2.54KAdded$5.53K
Eastgroup Pptys Inc1.72K$318.5K0.0%$12KCut−$1.57K
Hershey CoHSY1.52K$316.2K0.0%New
Costar Group, Inc.CSGP7.81K$315.1K0.0%−$190.4KAdded−$160.8K
Franklin Elec Inc3.41K$314.6K0.0%−$11.4KAdded−$9.85K
Schwab Strategic Tr10.2K$312.6K0.0%$7.52KAdded$62.5K
Option Care Health, Inc.OPCH11.6K$311K0.0%−$54.2KAdded−$38.2K
Maximus, Inc.MMS4.84K$310.6K0.0%−$107.7KCut−$136.1K
Toast, Inc.TOST11.7K$310.4K0.0%−$94.2KAdded−$61.4K
Blackstone Inc.BX2.69K$309.3K0.0%−$105.3KCut−$192.6K
Kaiser Aluminum CorpKALU2.57K$309.2K0.0%$14.4KAdded$17.3K
Sherwin Williams CoSHW964$309K0.0%−$2.78KAdded$48.8K
Live Nation Entertainment In2.01K$307K0.0%New
Hancock Whitney Corporation4.82K$306.5K0.0%−$434Cut−$3.04K
Repligen CorpRGEN2.59K$304.8K0.0%−$119.1KCut−$134.3K
Wyndham Hotels & Resorts, Inc.WH3.73K$303K0.0%$21.1KCut−$2.51K
Sysco CorpSYY4.24K$302.2K0.0%−$10KCut−$74.5K
Fidelity Covington Trust8.27K$300.1K0.0%New
Concentra Group Holdings Par14K$299.7K0.0%New
Seacoast Bkg Corp Fla9.85K$298.4K0.0%New
Valero Energy Corp1.2K$295.5K0.0%New
Lumentum Hldgs Inc420$295.2K0.0%New
DuPont de Nemours, Inc.DD6.43K$294.7K0.0%New
Dominion Energy, IncD4.75K$293.6K0.0%$14.8KAdded$24.7K
Old Rep Intl Corp7.35K$293.3K0.0%−$40.4KAdded−$27.8K
Schwab Strategic Tr11.8K$291.5K0.0%New
Floor & Decor Hldgs Inc5.72K$290.4K0.0%−$49.6KAdded−$8.66K
Dell Technologies Inc.DELL1.77K$290.2K0.0%$64KAdded$79.6K
Cadence Design System Inc1.04K$290.1K0.0%−$36.2KCut−$73.1K
Hormel Foods Corp12.8K$289.4K0.0%−$13.4KCut−$13.7K
Barclays Plc13.6K$288.3K0.0%−$48.4KAdded$876
Topbuild Corp820$288.1K0.0%−$54KCut−$84.5K
Descartes Sys Group Inc4.01K$286.7K0.0%−$64.5KCut−$67.7K
Dorman Prods Inc2.74K$286.4K0.0%−$51.7KCut−$88.5K
Waters Corp952$283.5K0.0%−$60.3KAdded$4.33K
Dimensional Etf Trust5.88K$281.5K0.0%New
Ptc Inc.PTC1.97K$281.3K0.0%−$62.6KCut−$73.2K
Copart IncCPRT8.4K$278.8K0.0%−$31.6KAdded$71K
Canadian Natl Ry Co2.7K$277.7K0.0%$10.6KHeld
Integer Hldgs Corp3.15K$277.6K0.0%$30.2KCut−$136.9K
CDW CorpCDW2.29K$277.4K0.0%New
Wec Energy Group, Inc.WEC2.39K$276.6K0.0%$24.6KAdded$25.4K
Cintas CorpCTAS1.64K$276.5K0.0%−$29.4KAdded−$15.2K
Cnx Res Corp7.14K$275.1K0.0%$12.7KCut$7.78K
American Elec Pwr Co Inc2.08K$273K0.0%$32.8KCut−$55.8K
Mettler Toledo International Inc/MTD216$272.4K0.0%−$28.7KCut−$65K
Eagle Matls Inc1.44K$272.2K0.0%−$24.8KCut−$38.6K
Ishares Tr7.36K$271.1K0.0%New
Rbc Bearings IncRBC499$271K0.0%New
Relx Plc8.17K$270.9K0.0%−$42.5KAdded$34.6K
Woodward, Inc.WWD753$269.5K0.0%$37.5KAdded$65.7K
Applied Indl Technologies In1.01K$269.3K0.0%$7.94KAdded$30.8K
Coherent Corp.COHR1.13K$268.9K0.0%$58.1KAdded$68.9K
Synopsys IncSNPS674$267.2K0.0%−$44.5KAdded−$18.4K
Lloyds Banking Group Plc53.1K$267.1K0.0%−$11.9KAdded$34.3K
Trust For Professional Manag12K$265.5K0.0%−$5.1KHeld
Wd 40 CoWDFC1.3K$265.1K0.0%$9.15KHeld
Charles Riv Labs Intl Inc1.53K$264.8K0.0%−$40.7KAdded−$36.4K
Incyte CorpINCY2.81K$264.7K0.0%−$13.1KCut−$62.7K
Dynatrace, Inc.DT7.09K$262K0.0%−$36.6KAdded$12.3K
Kkr & Co Inc2.82K$261.2K0.0%New
Alcon IncALC3.46K$260.6K0.0%New
Revvity, Inc.RVTY2.96K$259.8K0.0%−$27.1KCut−$51.3K
Heico Corp New1.22K$257.1K0.0%New
Johnson Ctls Intl Plc1.95K$255.7K0.0%$21.9KCut$8.1K
Honda Motor Ltd10.5K$255.4K0.0%−$41.7KAdded$17.9K
Manhattan Associates IncMANH1.92K$255.1K0.0%−$75KAdded−$68.2K
Devon Energy Corp New5.06K$254.8K0.0%New
Qnity Electronics, Inc.Q2.19K$252.9K0.0%New
Lockheed Martin CorpLMT417$252K0.0%$50.3KCut$47.4K
Ametek Inc/AME1.17K$251.2K0.0%New
Plexus CorpPLXS1.24K$251.2K0.0%New
Agilent Technologies, Inc.A2.19K$249.8K0.0%−$48.4KCut−$67.6K
Atmos Energy CorpATO1.34K$248.1K0.0%$22.8KAdded$24.8K
Dimensional Etf Trust3.47K$246.9K0.0%New
Qualys, Inc.QLYS2.81K$246.9K0.0%−$93.8KAdded−$29.8K
Idexx Labs Inc439$246.7K0.0%−$37.5KAdded$25.4K
Gentex CorpGNTX11.2K$245.6K0.0%−$16KCut−$24.5K
Enovis CORPENOV10.8K$245.4K0.0%−$42KCut−$67.3K
Ishares Bitcoin Trust EtfIBIT6.34K$243.7K0.0%−$71.2KHeld
Verisk Analytics, Inc.VRSK1.28K$243.6K0.0%−$43.6KCut−$84.7K
Itt Inc.ITT1.27K$242.7K0.0%$21.2KAdded$26.2K
Benchmark Electrs Inc4.31K$241.5K0.0%New
Norfolk Southn Corp841$241.4K0.0%−$1.44KCut−$9.53K
Toll Brothers, Inc.TOL1.76K$239.9K0.0%$2.13KAdded$9.77K
Dicks Sporting Goods Inc1.21K$239.7K0.0%$381Cut−$4.96K
Elevance Health Inc Formerly818$239.5K0.0%−$47.3KCut−$61.6K
Ishares Tr1.68K$239.3K0.0%−$10.5KCut−$65.1K
Ccc Intelligent Solutions Hl39.9K$239.1K0.0%−$65.8KAdded−$29.2K
Moodys Corp547$238.6K0.0%−$38.6KAdded−$26K
Schwab Strategic Tr8.17K$237.9K0.0%New
Sempra2.45K$237.9K0.0%New
Realty Income CorpO3.84K$235K0.0%$18.5KCut$11.9K
Ishares Tr2.5K$234.8K0.0%−$5.87KHeld
Agilysys IncAGYS3.3K$234.6K0.0%−$154.6KAdded−$150.6K
Ishares Tr9.19K$232.9K0.0%New
Sprott Asset Management Lp6.56K$232.6K0.0%$15.9KCut−$2.28K
Ishares Tr9.57K$232K0.0%New
Ishares Tr9.53K$231.1K0.0%New
Patrick Inds Inc2.07K$229.8K0.0%$5.46KCut$3.29K
Koninklijke Philips N V8.37K$229.4K0.0%New
Becton Dickinson & CoBDX1.45K$228.5K0.0%New
Alliant Energy CorpLNT3.18K$228.3K0.0%$21.5KHeld
Dutch Bros Inc.BROS4.5K$227.9K0.0%−$41.3KAdded−$11.8K
Alarm Com Hldgs Inc5.27K$227.5K0.0%−$40.8KAdded−$38.2K
CareTrust REIT, Inc.CTRE6.2K$227.4K0.0%$3.05KCut−$17.1K
Bjs Whsl Club Hldgs Inc2.31K$226.9K0.0%$19.3KCut$16K
Vanguard Index Fds2.55K$226.5K0.0%$535Cut−$17.6K
Vanguard Growth Etf517$225.8K0.0%−$26.4KCut−$28.4K
Applovin CorpAPP565$224.9K0.0%−$155.8KCut−$183.5K
Schwab Us Tips Etf8.44K$224.7K0.0%$1.02KCut−$228.4K
Global X Fds4.42K$224.6K0.0%$13.3KCut$5.89K
Anheuser Busch Inbev Sa/Nv3.21K$222.4K0.0%New
Vanguard Index Fds1.13K$221.7K0.0%$5.89KHeld
Aci Worldwide, Inc.ACIW5.35K$219.3K0.0%−$36.1KAdded−$34.4K
Commerce Bancshares Inc4.45K$218.8K0.0%−$14KCut−$26.6K
STERIS plcSTE977$216K0.0%−$31.6KCut−$48.9K
Diageo Plc2.89K$214.9K0.0%New
Marzetti Company1.55K$214.8K0.0%−$38.6KAdded−$28.3K
GoDaddy Inc.GDDY2.59K$214.2K0.0%−$107.3KCut−$127.9K
Broadridge Finl Solutions In1.31K$213.7K0.0%−$79.8KCut−$141.2K
Autozone IncAZO63$212.8K0.0%−$845Added$5.91K
Amn Healthcare Svcs Inc11.5K$211.7K0.0%New
Natwest Group Plc14.2K$211.1K0.0%−$28.7KAdded$17.8K
Public Storage Oper Co778$210.7K0.0%New
Graco IncGGG2.48K$210.1K0.0%$6.59KAdded$8.62K
Blackbaud IncBLKB5.42K$209.4K0.0%−$134KCut−$171.4K
Corteva, Inc.CTVA2.5K$209.3K0.0%New
Ishares Tr2.31K$209K0.0%−$13.3KHeld
Ishares Tr2.2K$208.9K0.0%New
Prudential Plc7.29K$207.2K0.0%−$19.6KCut−$39.2K
Performance Food Group CoPFGC2.39K$204.8K0.0%−$10.2KCut−$18.8K
Rambus Inc Del2.37K$204.1K0.0%−$13.6KAdded−$8.85K
Fair Isaac CorpFICO190$202.8K0.0%−$74.1KAdded$1.65K
Wesco Intl Inc738$201.9K0.0%New
Aon plcAON622$200.8K0.0%−$18.7KCut−$129.2K
Boot Barn Hldgs Inc1.37K$200.7K0.0%−$41.3KCut−$64.8K
Iqvia Hldgs Inc1.18K$200.6K0.0%−$64.5KCut−$91.8K
Paychex IncPAYX2.18K$200.5K0.0%−$43.7KCut−$56.9K
Jacobs Solutions Inc.J1.57K$200.5K0.0%New
TechnipFMC PLCFTI2.89K$200.1K0.0%New
F N B Corp11.6K$194.5K0.0%−$4.41KAdded−$3.86K
Nokia Corp20.5K$164.7K0.0%$29.2KAdded$44.3K
Nomura Hldgs Inc16.4K$129K0.0%−$6KAdded$28.3K
Aquestive Therapeutics, Inc.AQST31K$128.8K0.0%−$55.6KAdded−$26.5K
Doubleverify Hldgs Inc12.9K$122.5K0.0%−$25KCut−$31.2K
Sunstone Hotel Invs Inc New12K$108.4K0.0%New
Global Net Lease Inc10.4K$97.6K0.0%New
ACV Auctions Inc.ACVA19.6K$82.9K0.0%−$73.4KAdded−$72.9K
Stellantis N.V.STLA11.5K$81.8K0.0%New
Lumen Technologies, Inc.LUMN11.1K$77.1K0.0%New
Grid Dynamics Hldgs Inc13.4K$76.2K0.0%−$44.5KCut−$58.7K

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.