13F

Investor

USA FINANCIAL FORMULAS

CIK 0001633716 · filed 2026-04-14 · SEC filing

13F book

$530.5M

Positions

437

114 new · 91 sold

Largest name

20.7%

Ishares Tr

Est. mark

$638K

Price effect on 323 names still held. Flow −$19.8M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr927.8K$109.9M20.7%New
Ishares Tr436K$108.1M20.4%$5.13KAdded$107.4M
Ishares Tr1.04M$104.8M19.8%New
Ishares Tr58.4K$38.1M7.2%−$1.85MCut−$43.2M
Spdr Series Trust253.6K$23.2M4.4%New
Ishares S&P Gsci Commodity-577.7K$18.6M3.5%$146.1KAdded$18.3M
Ishares Tr128.2K$14M2.6%−$153.9KCut−$11.7M
Ishares Tr129.2K$12.3M2.3%New
Invesco Qqq Tr6.66K$3.84M0.7%−$247.1KCut−$61.4M
Aim Etf Products Trust114K$3.83M0.7%−$72.9KCut−$316.9K
Aim Etf Products Trust110.6K$3.73M0.7%−$105KCut−$327.5K
Ishares Tr60K$3.41M0.6%$124.7KCut−$62M
Ishares Tr29K$3.28M0.6%−$294.8KCut−$61.3M
Aim Etf Products Trust69.6K$1.9M0.4%−$56.1KCut−$173.5K
Aim Etf Products Trust68.7K$1.9M0.4%−$58.8KCut−$175.6K
Aim Etf Products Trust66K$1.88M0.4%−$76.5KCut−$193.3K
Aim Etf Products Trust64.9K$1.86M0.4%−$105.2KCut−$224.5K
Applied Matls Inc4.78K$1.64M0.3%$3.22KAdded$1.63M
Western Digital CorpWDC5.63K$1.52M0.3%$419.7KAdded$786.2K
Cisco Sys Inc19.2K$1.49M0.3%$7.83KAdded$414.4K
Lam Research CorpLRCX6.64K$1.42M0.3%$282KCut−$385.6K
Micron Technology IncMU4.08K$1.38M0.3%$213.9KCut−$738.8K
Gilead Sciences, Inc.GILD9.8K$1.37M0.3%$150.4KAdded$256.2K
Ross Stores, Inc.ROST6.19K$1.34M0.3%New
Seagate Technology Hldngs Pl3.39K$1.33M0.3%New
Baker Hughes Company19.6K$1.19M0.2%$282.8KAdded$364K
Regeneron Pharmaceuticals, Inc.REGN1.46K$1.13M0.2%New
Analog Devices IncADI3.52K$1.12M0.2%$157.6KAdded$210.4K
Bank New York Mellon Corp8.56K$1.02M0.2%$19.1KAdded$145.3K
Alphabet Inc3.46K$991.1K0.2%−$93.1KCut−$899.9K
American Elec Pwr Co Inc7.51K$984.4K0.2%$118.4KCut−$720.8K
Advanced Micro Devices IncAMD4.63K$941.3K0.2%−$49.6KCut−$587.4K
RTX CorpRTX4.75K$916.3K0.2%$45.1KCut−$126.5K
Keysight Technologies, Inc.KEYS3.23K$912.9K0.2%$256KCut$80.4K
Merck & Co., Inc.MRK7.41K$891.3K0.2%New
Apple Inc.AAPL3.43K$871.5K0.2%−$126Added$869.6K
Aes CorpAES60.4K$851.3K0.2%−$3.6KAdded$644.9K
Johnson Ctls Intl Plc6.29K$823.2K0.2%$70.4KCut−$75.9K
Hasbro, Inc.HAS8.6K$804.7K0.2%$44.2KAdded$492K
Cummins IncCMI1.49K$802.2K0.2%$10.8KAdded$603.1K
Halliburton CoHAL20.5K$799.6K0.2%New
Spdr Gold Tr1.8K$776.7K0.1%$2.65KAdded$745.8K
Invesco Exchange Traded Fd T4.04K$774.8K0.1%New
Exxon Mobil Corp4.48K$760.6K0.1%$246Added$760K
Nordson CorpNDSN2.75K$731.7K0.1%$11KAdded$628K
Xcel Energy Inc9.2K$730.6K0.1%$51.3KCut−$852.6K
Citigroup Inc6.3K$714.7K0.1%−$20.7KCut−$97K
Johnson & JohnsonJNJ2.89K$707.4K0.1%$108.5KCut−$218.9K
Alphabet Inc2.44K$702.2K0.1%−$62.1KCut−$881.6K
Csx CorpCSX17.1K$702.2K0.1%$82.1KCut−$253.8K
Monster Beverage Corp New9.53K$690.2K0.1%−$40.1KCut−$1.16M
Caterpillar IncCAT973$689.3K0.1%$131.9KCut−$71.4K
Microchip Technology Inc.10.7K$688.3K0.1%New
Pepsico IncPEP4.35K$676.1K0.1%New
General Dynamics CorpGD1.97K$674.8K0.1%$12.9KCut−$99.2K
Ametek Inc/AME3.14K$673.1K0.1%$11.2KAdded$418.7K
Teradyne, IncTER2.27K$672.4K0.1%$233.4KCut$155.6K
Steel Dynamics IncSTLD3.71K$667.8K0.1%New
C. H. Robinson Worldwide, Inc.CHRW3.97K$658.6K0.1%$21.1KCut−$23.5K
Amgen IncAMGN1.86K$655.1K0.1%New
Hunt J B Trans Svcs Inc3.05K$645.4K0.1%New
Newmont Corp5.96K$644.7K0.1%$50KCut−$121.8K
Amphenol Corp New5.1K$644.5K0.1%−$43.2KAdded−$20.2K
Prologis Inc.4.83K$638.2K0.1%New
State Str Corp5.01K$633.7K0.1%New
Fedex CorpFDX1.77K$631.9K0.1%New
Corning Inc4.63K$629.5K0.1%$224.1KCut−$42K
Vanguard Index Fds1.93K$619.5K0.1%−$27.9KCut−$60.8K
Spdr Dow Jones Indl Average1.34K$619.3K0.1%−$23.2KCut−$62.6K
Ishares Tr1.66K$615K0.1%−$26.8KCut−$65.5K
Ishares Tr1.72K$614.4K0.1%−$29.1KCut−$65.7K
Ishares Tr1.91K$606.2K0.1%−$47.5KCut−$82.1K
Valero Energy Corp2.29K$565.3K0.1%$192.9KCut$107.1K
Phillips 66PSX3.1K$565.3K0.1%New
Nucor CorpNUE3.29K$555.5K0.1%$5.02KAdded$418.8K
Huntington Ingalls Inds Inc1.43K$542.5K0.1%New
Chevron Corp NewCVX2.6K$537.5K0.1%New
Slb Limited/NvSLB9.95K$511.5K0.1%New
Incyte CorpINCY5.2K$489.8K0.1%−$24.2KAdded−$23.9K
Ishares Tr5.37K$485.9K0.1%$2.33KAdded$290.7K
Ralph Lauren CorpRL1.4K$481.2K0.1%−$10Added$480.9K
Ventas, Inc.VTR5.85K$478.1K0.1%New
Tapestry, Inc.TPR3.33K$469.9K0.1%$53Added$469.4K
L3harris Technologies Inc1.27K$440.1K0.1%$65.8KCut−$85.1K
Ciena CorpCIEN1.1K$428.6K0.1%$170.4KCut−$6.63K
Martin Marietta Matls Inc718$422.7K0.1%New
Northrop Grumman Corp594$405.3K0.1%$112Added$404.7K
Ishares Inc4.6K$388.6K0.1%$17KCut−$117.4K
Vanguard Index Fds648$387.2K0.1%−$19.2KCut−$295.1K
Ishares Inc5.04K$351.5K0.1%$12.8KCut−$134.6K
Ishares Tr3.37K$344.7K0.1%−$977Cut−$236.9K
Ishares Inc5.9K$323K0.1%$1.2KAdded$247.6K
Lear CorpLEA2.46K$297.4K0.1%$15.9KCut−$27.1K
Freeport-Mcmoran IncFCX4.77K$280.4K0.1%New
Medtronic PlcMDT3.19K$276.7K0.1%−$28.2KAdded−$11.2K
Select Sector Spdr Tr3.96K$242.8K0.0%$65.6KCut−$17.1K
Ishares Inc5.51K$239.2K0.0%−$5.42KAdded$87.8K
Select Sector Spdr Tr5.07K$232.7K0.0%$16.2KCut−$17K
Five Below, IncFIVE1K$229.4K0.0%$40.3KCut−$7.19K
Millicom Intl Cellular S A3.05K$228.6K0.0%$59.5KCut$9.1K
Select Sector Spdr Tr4.57K$228.5K0.0%$21.1KCut−$39.2K
Select Sector Spdr Tr4.5K$222.2K0.0%−$24.3KCut−$48.8K
Select Sector Spdr Tr2.69K$220.7K0.0%New
Akamai Technologies IncAKAM1.92K$220.3K0.0%New
Select Sector Spdr Tr1.64K$217.8K0.0%−$18.1KCut−$39K
Vanguard Index Fds2.45K$217.3K0.0%$515Cut−$35.4K
Alcoa CorpAA3.23K$214.4K0.0%New
Select Sector Spdr Tr1.32K$213.6K0.0%$8.73KCut−$48.5K
Mks IncMKSI922$211.9K0.0%$11.5KAdded$185.7K
TechnipFMC PLCFTI3.04K$210.4K0.0%$74.8KCut$63.9K
Ishares Tr5.65K$208.2K0.0%New
Select Sector Spdr Tr1.89K$206.1K0.0%−$19.7KCut−$58.7K
Select Sector Spdr Tr1.4K$205K0.0%−$11.4KCut−$67.2K
Vanguard World Fd1.12K$202.1K0.0%−$15.5KCut−$70.5K
Janus Henderson Group Plc3.92K$201.1K0.0%New
Ishares Tr3.57K$200.7K0.0%−$13.9KCut−$47.1K
Woodward, Inc.WWD531$190.1K0.0%$29.5KCut−$9.47K
Cirrus Logic, Inc.CRUS1.31K$189.7K0.0%$209Added$188.8K
Timken CoTKR1.88K$188.6K0.0%New
Lumentum Hldgs Inc268$188.3K0.0%$89.6KCut−$40.2K
Keycorp9.38K$188.2K0.0%−$5.54KCut−$37.9K
Ishares Inc4.84K$185.8K0.0%New
Brunswick Corp2.52K$183.2K0.0%New
Ishares Inc4.7K$181.5K0.0%New
Ishares Inc3.08K$180.8K0.0%−$2.61KAdded$44.6K
Pnc Finl Svcs Group Inc868$180.6K0.0%New
Bristol-Myers Squibb Co2.98K$180.6K0.0%New
Goldman Sachs Group Inc211$178.5K0.0%−$6.96KCut−$519.4K
Truist Finl Corp3.84K$176.6K0.0%New
Ishares Inc4.43K$176.1K0.0%New
Ww Grainger Inc161$175.6K0.0%$13.2KCut−$28.2K
Illumina, Inc.ILMN1.42K$174.9K0.0%−$11.2KCut−$55.9K
Vanguard Scottsdale Fds2.1K$174K0.0%New
Mastec IncMTZ537$172.8K0.0%New
Rbc Bearings IncRBC318$172.7K0.0%New
Edwards Lifesciences CorpEW2.16K$172.7K0.0%−$11.1KCut−$681K
Ishares Tr1.84K$172.6K0.0%New
Ishares Inc1.49K$172.3K0.0%New
Fifth Third Bancorp3.69K$171.4K0.0%New
Anglogold Ashanti PlcAU1.74K$169K0.0%$21KCut−$12.6K
Affiliated Managers Group In609$168.5K0.0%−$7.05KCut−$14.5K
Republic Svcs Inc765$167.6K0.0%$5.42KCut−$251.6K
Ishares Tr3.57K$167.4K0.0%New
Lincoln Elec Hldgs Inc640$159.4K0.0%$19Added$158.9K
Ati IncATI992$144.3K0.0%New
Ishares Inc5.07K$140.6K0.0%$4.15KAdded$71.4K
Coherent Corp.COHR557$132.7K0.0%$29.9KCut−$26K
Valmont Inds Inc332$132.7K0.0%New
Ishares Tr1.33K$129.4K0.0%$1.47KCut−$64.3M
Ishares Inc3.24K$128.5K0.0%−$7.26KAdded$19.4K
Lowes Cos Inc541$127.8K0.0%−$2.64KCut−$64.6K
Vanguard Intl Equity Index F1.64K$123.1K0.0%$2.52KCut−$18.4K
Ishares Tr3.46K$122.9K0.0%$17.5KCut−$16.7K
Ishares Inc5.29K$122.1K0.0%$9.73KCut−$10.2K
Vanguard Intl Equity Index F832$121.3K0.0%$2.05KCut−$17.2K
Vanguard Growth Etf276$120.6K0.0%−$14.1KCut−$460K
Ishares Inc2.26K$119.9K0.0%$6.03KCut−$12.5K
Vanguard Intl Equity Index F2.18K$117.9K0.0%$632Cut−$16.5K
Ishares Tr1.71K$115.9K0.0%−$1.13KCut−$23.1K
Cvs Health CorpCVS1.53K$109.7K0.0%−$633Added$103K
Arch Cap Group Ltd1.12K$107.6K0.0%New
Rollins IncROL1.99K$106.2K0.0%−$13.1KCut−$84.6K
Mckesson CorpMCK119$103K0.0%$5.36KCut−$33.2K
Hartford Insurance Group Inc756$102.2K0.0%New
Cencora, Inc.COR324$101.8K0.0%−$7.65KCut−$42.1K
Allstate Corp489$101.4K0.0%New
Avery Dennison CorpAVY575$99.3K0.0%−$5.29KCut−$34.2K
Edison Intl1.36K$99.2K0.0%New
Sysco CorpSYY1.39K$98.8K0.0%−$3.27KCut−$12.6K
Marsh & Mclennan Cos Inc546$94.7K0.0%−$6.47KAdded−$4.74K
Mastercard IncMA187$93.4K0.0%−$13.3KCut−$238.2K
Pg&E Corp5.31K$93.4K0.0%New
Assurant Inc426$92.8K0.0%−$9.81KCut−$39.9K
Vulcan Matls Co337$91.8K0.0%New
Molson Coors Beverage Co2.12K$91.2K0.0%−$7.66KCut−$21.3K
MSCI Inc.MSCI166$89.5K0.0%New
Centerpoint Energy IncCNP2.05K$88.5K0.0%$9.89KCut−$217.5K
Chipotle Mexican Grill IncCMG2.67K$85.4K0.0%−$10.1KAdded$10.2K
Microsoft CorpMSFT225$83.3K0.0%−$23.7KAdded−$17.8K
Waste Mgmt Inc Del343$78.8K0.0%$3.46KCut−$198.7K
Target CorpTGT647$78.4K0.0%$15.2KCut$5.49K
Valley Natl Bancorp6.27K$77K0.0%New
Wabtec308$77K0.0%$11.2KCut−$34.7K
Eversource EnergyES1.1K$76.2K0.0%$2.14KCut−$47.1K
Firstenergy CorpFE1.5K$75.8K0.0%$8.81KCut−$830.6K
Allient IncALNT1.28K$75.8K0.0%$6.85KCut−$3.48K
Fastenal CoFAST1.62K$75.2K0.0%$10.2KCut−$39K
Entergy Corp New662$74.4K0.0%$13.2KCut−$122.6K
Walmart Inc.WMT598$74.3K0.0%$7.7KCut−$25.3K
Kaiser Aluminum CorpKALU616$74.2K0.0%New
Advanced Energy Inds230$74.2K0.0%$23.7KAdded$30.5K
Iradimed CorpIRMD769$74K0.0%−$784Cut−$7.69K
Ttm Technologies IncTTMI742$72.3K0.0%$21.1KCut−$9.2K
Tactile Sys Technology Inc2.73K$71.3K0.0%New
Otter Tail CorpOTTR810$71.1K0.0%$5.64KCut−$40.1K
Chubb Limited217$70.7K0.0%$3KCut−$43.5K
Vanguard Charlotte Fds1.47K$70.7K0.0%New
Ishares Tr568$70.6K0.0%New
Dominion Energy, IncD1.14K$70.5K0.0%$3.68KCut−$205.5K
Vanguard Scottsdale Fds1.19K$69.6K0.0%New
Ecolab Inc.ECL255$67.8K0.0%$892Cut−$44K
Cardinal Health IncCAH321$67.8K0.0%$1.87KCut−$101.1K
Rpm Intl Inc678$67.4K0.0%New
Cincinnati Finl Corp420$66.1K0.0%−$2.51KCut−$51K
Sherwin Williams CoSHW204$65.4K0.0%New
Graco IncGGG759$64.2K0.0%$2.03KCut−$35.7K
Vicor CorpVICR395$63.6K0.0%New
Emerson Elec Co476$62.4K0.0%−$808Cut−$49.8K
DONALDSON Co INCDCI719$61K0.0%−$2.72KCut−$68.3K
Cintas CorpCTAS357$60.4K0.0%−$6.76KCut−$38.4K
Gold Com Inc1.5K$60K0.0%New
West Pharmaceutical Svsc Inc239$59.9K0.0%−$5.86KCut−$55.1K
Franklin Elec Inc649$59.8K0.0%−$2.18KCut−$40.4K
Ishares Tr1.28K$58.3K0.0%$2.02KCut−$253K
PENTAIR plcPNR658$57.3K0.0%−$11.2KCut−$48.6K
Albemarle Corp317$56.9K0.0%New
AecomACM659$55.9K0.0%−$6.93KCut−$32.5K
Constellium SeCSTM2.25K$55.4K0.0%$6.62KAdded$33.6K
Abbott LabsABT524$53.8K0.0%−$11.9KCut−$32.5K
Gorman Rupp CoGRC853$53K0.0%New
Innovex International, Inc.INVX2.16K$52.8K0.0%New
Proto Labs IncPRLB917$52.3K0.0%New
Oil Sts Intl Inc4.34K$50.5K0.0%New
National Energy Services Reu2.25K$48.4K0.0%$8.03KAdded$26.7K
FabrinetFN92$48K0.0%$6.09KCut−$735
Myr Group Inc DelMYRG164$46.3K0.0%$10.5KCut−$29.3K
Formfactor IncFORM472$45.8K0.0%New
Digi Intl Inc946$45.6K0.0%$2.22KAdded$26K
Encore Cap Group Inc649$45.5K0.0%New
Kulicke & Soffa Inds Inc673$44.2K0.0%New
Krystal Biotech, Inc.KRYS171$44.2K0.0%New
Columbia Finl Inc2.49K$43.5K0.0%New
Powell Inds Inc80$43.3K0.0%New
Ligand Pharmaceuticals Inc216$43.1K0.0%$2.28KCut$205
Vse Corp195$36K0.0%$2.27KCut−$39K
Sitime CorpSITM96$33.2K0.0%New
Tower Semiconductor LtdTSEM182$31.9K0.0%$10.6KCut$4.81K
Commercial Metals CoCMC496$30.5K0.0%−$2.31KAdded$9.98K
Daktronics Inc1.42K$27.8K0.0%−$10Added$26.9K
Nvr IncNVR4$26.4K0.0%−$2.81KCut−$24.7K
Kiniksa Pharmaceuticals Intl533$25.7K0.0%$3.68KCut−$1.44K
Jazz Pharmaceuticals PlcJAZZ132$25K0.0%New
BRP Inc.DOO335$24.1K0.0%$331Added$1.77K
Ezcorp IncEZPW937$23.8K0.0%New
Warrior Met Coal, Inc.HCC255$23.8K0.0%New
Macom Tech Solutions Hldgs I98$21.8K0.0%New
EnersysENS123$21.4K0.0%$3.32KCut$3.02K
NPK International Inc.NPKI1.46K$21.1K0.0%New
Thermon Group Hldgs Inc417$21K0.0%New
Envela CorpELA1.26K$20.9K0.0%$243Added$20K
Dana IncDAN617$20.8K0.0%$6.1KCut$970
American Pub Ed Inc362$20.6K0.0%$6.91KCut−$350
Rogers CorpROG190$20.4K0.0%New
Oceaneering Intl Inc574$20.4K0.0%New
Deluxe CorpDLX739$20.4K0.0%New
V2X, Inc.VVX293$20.1K0.0%New
International Seaways, Inc.INSW271$19.8K0.0%New
Ssr Mining In670$19.7K0.0%New
Knowles CorpKN734$18.8K0.0%New
Genco Shipping & Trading LtdGNK835$18.8K0.0%New
BankUnited, Inc.BKU416$18.8K0.0%New
Par Pac Holdings Inc298$18.7K0.0%$8.2KCut−$19.3K
Aar CorpAIR169$18.5K0.0%New
Rpc IncRES2.6K$18.4K0.0%$251Added$17.5K
CareTrust REIT, Inc.CTRE501$18.4K0.0%$246Cut−$33.6K
OUTFRONT Media Inc.OUT692$18.3K0.0%New
Warner Bros. Discovery, Inc.WBD660$18.1K0.0%−$897Held
Idexx Labs Inc32$18K0.0%−$3.67KCut−$1.39M
Materion CorpMTRN124$17.9K0.0%New
Helios Technologies, Inc.HLIO274$17.7K0.0%New
Nexstar Media Group, Inc.NXST98$17.7K0.0%New
Sun Ctry Airls Hldgs Inc1.07K$17.6K0.0%New
Core Natural Resources, Inc.CNR164$17.2K0.0%$162Added$16.3K
Rex American Res Corp357$16.3K0.0%$331Added$15.5K
Primoris Svcs Corp110$15.7K0.0%$132Added$14.9K
Arcbest Corp159$15.6K0.0%$290Added$14.7K
NWPX Infrastructure, Inc.NWPX198$15.4K0.0%$215Added$14.5K
Coeur Mng Inc810$15.2K0.0%$762Cut−$39.8K
FirstCash Holdings, Inc.FCFS74$13.9K0.0%$2.12KCut−$63.9K
Dxp Enterprises IncDXPE97$13.6K0.0%$270Added$12.6K
Enova Intl Inc99$13.4K0.0%−$128Added$12.5K
Enterprise Prods Partners L355$13.4K0.0%New
Linde PlcLIN27$13.4K0.0%$1.87KCut−$175.5K
Consolidated Edison IncED116$13.1K0.0%New
Cme Group Inc.CME44$13K0.0%$980Cut−$200K
Patrick Inds Inc116$12.9K0.0%$22Added$12K
Sanmina CorpSANM99$12.8K0.0%−$2.02KCut−$63K
Coca Cola CoKO165$12.5K0.0%$1.01KCut−$174.5K
Tjx Cos Inc New78$12.5K0.0%$475Cut−$216.1K
Rush Enterprises Inc188$12.4K0.0%New
Church & Dwight Co Inc133$12.4K0.0%$1.26KCut−$174.8K
Cinemark Hldgs Inc428$12.2K0.0%$164Added$11.5K
Ensign Group, IncENSG60$12.1K0.0%$1.64KCut−$59.9K
Mcdonalds CorpMCD38$11.8K0.0%$196Cut−$185K
Northwest Nat Hldg Co221$11.8K0.0%New
Installed Bldg Prods Inc44$11.7K0.0%$29Added$10.4K
New Jersey Res Corp212$11.6K0.0%New
Ufp Industries IncUFPI126$11.6K0.0%$10Added$10.8K
Oge Energy Corp.OGE242$11.6K0.0%$1.27KCut−$292.1K
Mge Energy IncMGEE147$11.4K0.0%New
Accel Entertainment, Inc.ACEL1.04K$11.3K0.0%−$40Added$10.4K
La-Z-Boy IncLZB342$11K0.0%−$102Added$10.2K
CPI Card Group Inc.PMTS751$10.9K0.0%−$10Added$10K
Hawkins IncHWKN68$10.4K0.0%$70Added$9.59K
Construction Partners, Inc.ROAD94$10.4K0.0%$18Added$9.69K
Atlanticus Holdings Corp185$9.71K0.0%−$202Added$8.77K
Climb Global Solutions, Inc.CLMB478$9.47K0.0%−$663Added$8.65K
Autodesk, Inc.ADSK38$9.1K0.0%−$2.15KHeld
Procter And Gamble CoPG61$8.81K0.0%New
Tss Inc Del653$8.5K0.0%$523Added$7.87K
Spdr S&P 500 Etf Tr13$8.45K0.0%−$411Cut−$64.5M
Fox Corp143$8.35K0.0%−$2.1KCut−$113.5K
Cal-Maine Foods IncCALM99$7.84K0.0%−$4Added$7.04K
Exelon CorpEXC153$7.5K0.0%$831Cut−$872.3K
Intuit Inc.INTU17$7.35K0.0%−$3.91KHeld
Bank America Corp148$7.21K0.0%−$925Cut−$324.2K
ServiceNow, Inc.NOW67$7K0.0%−$2.67KAdded−$1.42K
Principal Financial Group In74$6.67K0.0%$141Cut−$3.56K
Hershey CoHSY32$6.65K0.0%New
NIKE, Inc.NKE121$6.39K0.0%−$1.32KCut−$3.17K
Costar Group, Inc.CSGP143$5.77K0.0%−$3.85KHeld
Vanguard Whitehall Fds42$3.96K0.0%$178Held
Ishares Inc84$3.82K0.0%$109Held
Invesco Exchange Traded Fd T23$3.81K0.0%$209Held
Nvidia CorpNVDA15$2.62K0.0%−$182Held
Ishares Tr20$1.9K0.0%New
Ishares Tr17$1.47K0.0%New
Ishares Tr12$1.32K0.0%New
Meta Platforms, Inc.META2$1.14K0.0%−$176Held
Resmed Inc5$1.12K0.0%−$82Held
Jabil IncJBL4$1.06K0.0%$151Held
Evergy, Inc.EVRG12$9830.0%$113Cut−$644.2K
Marathon Pete Corp4$9770.0%$326Cut−$789.7K
Medpace Hldgs Inc2$9600.0%−$163Held
Nisource Inc.NI20$9330.0%$98Held
Atmos Energy CorpATO5$9240.0%$86Held
Howmet Aerospace Inc.HWM4$9220.0%$102Cut−$647.6K
Jpmorgan Chase & Co.3$8820.0%−$85Cut−$716.4K
Ppl Corp23$8790.0%$74Cut−$196.5K
Ameren CorpAEE8$8790.0%$80Held
Dte Energy Co6$8770.0%$103Held
Norfolk Southn Corp3$8610.0%−$5Held
Ge Aerospace3$8510.0%−$73Cut−$693.1K
Schwab Charles Corp9$8460.0%−$53Cut−$527.7K
Halozyme Therapeutics, Inc.HALO13$8400.0%−$35Held
Te Connectivity PlcTEL4$8360.0%−$74Cut−$486.9K
Globe Life Inc6$8350.0%−$4Cut−$83.9K
Yeti Hldgs Inc22$8050.0%−$167Held
Labcorp Holdings Inc.LH3$8000.0%$47Held
Applovin CorpAPP2$7960.0%−$552Held
Wells Fargo Co New10$7960.0%−$136Held
Qualys, Inc.QLYS9$7910.0%−$315Added−$139
Welltower Inc.WELL4$7910.0%$49Cut−$624K
Quest Diagnostics IncDGX4$7840.0%$90Held
At&T Inc27$7830.0%$112Held
EMCOR Group, Inc.EME1$7380.0%$126Held
Arista Networks, Inc.ANET6$7370.0%−$49Held
Berkley W R Corp11$7290.0%−$42Held
Altria Group, Inc.MO11$7260.0%$92Held
Allegion plcALLE5$7260.0%−$70Held
Ishares Tr9$7160.0%−$10Cut−$6.54M
Clear Secure, Inc.YOU14$6780.0%$187Held
STERIS plcSTE3$6630.0%−$98Held
Ishares Tr13$6620.0%New
AbbVie Inc.ABBV3$6520.0%−$33Held
Oreilly Automotive Inc7$6460.0%$8Held
Newmarket CorpNEU1$6410.0%New
Aptiv PlcAPTV9$6250.0%−$60Held
Amazon Com IncAMZN3$6250.0%−$67Held
Yum Brands IncYUM4$6220.0%$17Held
Teledyne Technologies IncTDY1$6050.0%$94Held
Exelixis, Inc.EXEL14$6000.0%−$14Held
United Therapeutics Corp Del1$5930.0%$106Held
CarGurus, Inc.CARG17$5790.0%−$73Held
Netflix IncNFLX6$5770.0%$14Held
Matador Res Co9$5690.0%$187Cut$102
Cheniere Energy, Inc.LNG2$5680.0%$179Cut−$4.29K
Axcelis Technologies IncACLS6$5580.0%$76Held
Teradata Corp Del21$5380.0%−$101Held
Cigna GroupCI2$5340.0%−$16Held
Docusign, Inc.DOCU11$5220.0%−$147Added$43
Chewy, Inc.CHWY19$5130.0%−$85Added$50
Grand Canyon Ed Inc3$5100.0%$11Held
New York Times CoNYT6$5020.0%$85Cut$16
Philip Morris Intl Inc3$4960.0%$15Held
Boyd Gaming CorpBYD6$4930.0%−$18Held
ExlService Holdings, Inc.EXLS16$4870.0%−$144Added−$22
Adobe Inc.ADBE2$4860.0%−$214Held
Cavco Inds Inc Del1$4840.0%−$107Held
Palo Alto Networks IncPANW3$4810.0%−$72Held
Csg Sys Intl Inc6$4800.0%$20Held
HCA Healthcare, Inc.HCA1$4730.0%$6Held
Sei Invts Co6$4710.0%−$21Held
Expedia Group, Inc.EXPE2$4620.0%−$105Held
Intuitive Surgical IncISRG1$4610.0%−$105Held
Gentex CorpGNTX21$4590.0%−$30Held
Abercrombie & Fitch Co5$4570.0%−$172Held
Lantheus Hldgs Inc6$4550.0%$56Cut−$77
Dropbox, Inc.DBX20$4540.0%−$87Added−$19
Cabot CorpCBT6$4520.0%$54Cut−$78
Champion Homes, Inc.SKY6$4460.0%−$61Held
Mueller Inds Inc4$4430.0%−$16Held
Oracle Corp3$4410.0%−$144Held
Globus Med Inc5$4310.0%New
Rambus Inc Del5$4300.0%−$29Held
Autoliv IncALV4$4210.0%New
Crocs, Inc.CROX5$4150.0%−$13Cut−$98
Advanced Drain Sys Inc Del3$4110.0%−$23Held
Toll Brothers, Inc.TOL3$4090.0%$3Held
Sterling Infrastructure, Inc.STRL1$4070.0%$101Cut−$39.1K
Qualcomm Inc3$3860.0%−$127Held
Coca Cola Cons Inc2$3830.0%$76Cut−$77
Pegasystems IncPEGA9$3830.0%−$154Held
Eagle Matls Inc2$3790.0%−$34Held
Box Inc16$3780.0%−$101Held
Pilgrims Pride CorpPPC10$3780.0%−$12Cut−$129
Weatherford Intl Plc4$3780.0%$65Cut−$92
Chemed Corp New1$3780.0%−$50Held
Tenet Healthcare CorpTHC2$3770.0%−$20Cut−$159.2K
Las Vegas Sands CorpLVS7$3770.0%−$79Cut−$476.8K
Pure Storage IncP6$3540.0%−$48Held
Topbuild Corp1$3510.0%−$66Held
Simpson Mfg Inc2$3430.0%$20Cut−$141
Carlisle Cos Inc1$3340.0%$14Held
Penumbra IncPEN1$3280.0%New
Owens Corning New3$3250.0%−$11Cut−$123
Progyny, Inc.PGNY19$3230.0%−$165Held
Broadcom Inc.AVGO1$3100.0%−$36Cut−$1.41M
Wingstop Inc.WING2$3100.0%−$167Held
Evercore Inc.EVR1$2990.0%−$41Held
Watts Water Technologies IncWTS1$2900.0%$14Cut−$262
Clean Harbors IncCLH1$2870.0%New
Acuity Inc1$2800.0%−$80Held
Alps Etf Tr2$1110.0%−$4Cut−$720.7K
Alps Etf Tr2$630.0%−$4Cut−$337.8K
Alps Etf Tr1$440.0%$0Cut−$341.8K
Alps Etf Tr Etf1$410.0%−$12Cut−$336.6K

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.