13F

Investor

Valued Wealth Advisors LLC

CIK 0002007175 · filed 2026-04-30 · SEC filing

13F book

$246.7M

Positions

751

129 new · 21 sold

Largest name

17.6%

Dimensional Etf Trust

Est. mark

$4.51M

Price effect on 618 names still held. Flow $14.8M.
NameTickerSharesValueWeightEst. markChange
Dimensional Etf Trust961.3K$43.4M17.6%−$1.52MAdded$1.16M
American Centy Etf Tr289K$31.9M12.9%$2.38MAdded$3.38M
Dimensional Etf Trust790.9K$30.8M12.5%$654.4KAdded$1.48M
Dimensional Etf Trust557.7K$26.7M10.8%−$38.3KAdded$502.7K
American Centy Etf Tr159.8K$16M6.5%$941.4KCut$671.7K
American Centy Etf Tr187.6K$15.1M6.1%$862.8KAdded$1.61M
American Centy Etf Tr184.3K$14.9M6.0%$627.8KAdded$1.27M
Dimensional Etf Trust105.4K$6.58M2.7%$303KAdded$381.3K
American Centy Etf Tr49.5K$5.5M2.2%−$15.1KAdded$2.69M
Dimensional Etf Trust131.3K$5.1M2.1%−$95.8KCut−$1.03M
Dimensional Etf Trust82.6K$4.36M1.8%$102.6KAdded$2.58M
American Centy Etf Tr94.2K$4.15M1.7%$45.8KAdded$76.3K
American Centy Etf Tr43.5K$3.69M1.5%$109.7KCut−$1.07M
Ishares Tr68.3K$2.71M1.1%$111.4KCut$102.9K
American Centy Etf Tr53.4K$2.5M1.0%−$2.88KAdded$2.03M
Schwab Strategic Tr52.4K$2.43M1.0%$94.9KCut−$438.6K
Dimensional Etf Trust43.5K$2.11M0.9%$81.3KCut−$42.6K
Ishares Tr42.7K$2.05M0.8%$10.3KAdded$1.14M
Schwab Strategic Tr57.7K$1.9M0.8%$4.59KAdded$1.15M
Dimensional Etf Trust49K$1.66M0.7%$63.2KCut−$686K
Dimensional Etf Trust45.1K$1.58M0.6%$50.7KAdded$805.3K
Dimensional Etf Trust16.3K$1.16M0.5%−$53KAdded−$47.8K
Apple Inc.AAPL4.46K$1.13M0.5%−$80.6KCut−$155.3K
Spdr Index Shs Fds20.8K$974.8K0.4%$2.06KCut−$38.7K
Amazon Com IncAMZN2.62K$545.3K0.2%−$41.4KAdded$121.7K
Exxon Mobil Corp3.19K$540.7K0.2%$124.5KAdded$237K
Microsoft CorpMSFT1.41K$521.3K0.2%−$159.7KCut−$244.8K
Schwab Strategic Tr24.1K$517.6K0.2%$14.5KCut−$25.8K
Invesco Exchange Traded Fd T8.41K$506.6K0.2%$26.3KCut−$571.1K
Nvidia CorpNVDA2.83K$494.2K0.2%−$34.2KCut−$88.5K
Smartstop Self Storag Reit I15.9K$482.4K0.2%−$10.4KCut−$32.1K
Ishares Tr711$464.4K0.2%−$22.6KCut−$33.5K
Berkshire Hathaway Inc Del845$404.9K0.2%−$19.8KCut−$36.9K
Select Sector Spdr Tr8.73K$356.7K0.1%New
Alphabet Inc1.24K$355.9K0.1%−$31.7KCut−$48K
Dimensional Etf Trust9.88K$352.8K0.1%$8Added$352.6K
Ishares Tr3.21K$328.1K0.1%−$985Cut−$1.5K
Dimensional Etf Trust4.19K$297.9K0.1%$6.08KHeld
Alphabet Inc1.03K$295.1K0.1%−$27.7KCut−$50.9K
Vanguard Index Fds760$243.9K0.1%−$11KHeld
Ishares Tr1.92K$238.6K0.1%$7.92KHeld
Ishares Tr1.71K$231.9K0.1%$24.1KHeld
Broadcom Inc.AVGO705$218.1K0.1%−$25.3KAdded−$20K
Costco Whsl Corp New215$214.5K0.1%$26.5KAdded$44.5K
Meta Platforms, Inc.META368$210.4K0.1%−$32.3KCut−$89K
Jpmorgan Chase & Co.704$207K0.1%−$19.9KCut−$48K
Ishares Tr2.73K$191.5K0.1%$2.07KHeld
Walmart Inc.WMT1.48K$183.7K0.1%$16.8KAdded$40.4K
Johnson & JohnsonJNJ655$160.1K0.1%$22.6KAdded$34.1K
Vanguard Index Fds785$154K0.1%$4.09KHeld
Vanguard Index Fds1.69K$150.3K0.1%$320Added$9.54K
Netflix IncNFLX1.46K$140.2K0.1%$2.8KAdded$30.4K
Visa Inc.V454$137.3K0.1%−$21.7KCut−$30.5K
Union Pac Corp545$132.3K0.1%$3.97KAdded$54.7K
RTX CorpRTX682$131.6K0.1%$6.28KAdded$10.9K
Lam Research CorpLRCX589$126.1K0.1%$23.3KAdded$32.5K
Home Depot, Inc.HD358$117.9K0.0%−$5.49KCut−$8.24K
Chevron Corp NewCVX538$111.3K0.0%$15.7KAdded$67.2K
Travelers Companies, Inc.TRV373$108.8K0.0%$453Added$3.37K
AbbVie Inc.ABBV488$106.2K0.0%−$5.27KCut−$20.3K
Tjx Cos Inc New650$103.9K0.0%$3.1KAdded$29K
Eli Lilly & CoLLY112$103.2K0.0%−$17.4KCut−$22.7K
At&T Inc3.53K$102.2K0.0%$14.6KCut$5.86K
Tesla, Inc.TSLA251$93.3K0.0%−$19.6KCut−$105.9K
Gilead Sciences, Inc.GILD668$93.1K0.0%$11.1KCut$5.83K
Waste Mgmt Inc Del391$89.8K0.0%$3.65KAdded$11.7K
American Centy Etf Tr1.01K$89.2K0.0%$2.1KCut−$11.5K
Texas Instrs Inc457$88.7K0.0%$9.37KCut$5.2K
Mastercard IncMA174$87.1K0.0%−$8.83KAdded$16.7K
Caterpillar IncCAT123$86.9K0.0%$15.2KAdded$22.9K
Merck & Co., Inc.MRK715$86.6K0.0%$6.54KAdded$39.4K
Interactive Brokers Group In1.29K$86.5K0.0%$3.56KHeld
Nextera Energy Inc923$85.7K0.0%$9.6KAdded$24.1K
Honeywell Intl Inc379$85.7K0.0%$10.8KAdded$17.8K
ConocophillipsCOP599$79K0.0%$11.5KAdded$50.8K
Micron Technology IncMU232$78.5K0.0%$8.81KAdded$30.5K
Cisco Sys Inc1.01K$78.4K0.0%$477Added$11.7K
Ishares Tr797$77.4K0.0%$877Held
Ishares Gold Tr831$73.3K0.0%$5.81KCut$5.48K
Taiwan Semiconductor Mfg Ltd213$72.2K0.0%$7.29KHeld
Bank America Corp1.47K$71.7K0.0%−$8.97KAdded−$6.97K
Procter And Gamble CoPG482$69.6K0.0%$474Added$3.07K
Vanguard Index Fds225$68.1K0.0%$31Held
Williams Cos Inc929$67.6K0.0%$8.35KAdded$27.9K
Emerson Elec Co510$66.8K0.0%−$757Added$8.02K
GE Vernova Inc.GEV76$66.4K0.0%$11.4KAdded$32.4K
Automatic Data Processing In324$66.3K0.0%−$17.6KCut−$29.3K
Eaton Corp PlcETN181$64.7K0.0%$6.42KAdded$12.5K
Kroger CoKR849$61.4K0.0%$5.82KAdded$24.3K
Wells Fargo Co New738$58.7K0.0%−$9.51KAdded−$6.57K
Select Sector Spdr Tr440$58.5K0.0%−$4.87KHeld
Verizon Communications IncVZ1.16K$58K0.0%$11KCut−$3.05K
Vanguard World Fd81$56.4K0.0%−$4.53KHeld
Advanced Micro Devices IncAMD276$56.1K0.0%−$2.99KCut−$54.6K
Dimensional Etf Trust1.42K$55.9K0.0%$2.05KCut−$1.07K
Applied Matls Inc162$55.4K0.0%$12.5KAdded$17.3K
3M COMMM370$53.7K0.0%−$5.26KAdded−$3.37K
Air Prods & Chems Inc180$52.4K0.0%$7.4KAdded$10.3K
Bluerock Pvt Real Estate Fd3.09K$51.3K0.0%New
Linde PlcLIN100$49.7K0.0%$6.03KAdded$14.5K
Vanguard World Fd134$49.2K0.0%−$6.08KHeld
Illinois Tool Wks Inc187$49.1K0.0%$2.61KAdded$3.4K
T-Mobile Us Inc233$48.9K0.0%$1.53KCut−$711
Analog Devices IncADI145$46K0.0%$6.65KCut$3.4K
International Business Machs189$45.8K0.0%−$9.09KAdded−$4K
Progressive Corp228$45.2K0.0%−$2.87KAdded$23.1K
Fastenal CoFAST967$44.9K0.0%$5.35KAdded$10.6K
Targa Res Corp175$43.9K0.0%$7.38KAdded$23.5K
Schwab Charles Corp466$43.8K0.0%−$2.04KAdded$10.1K
Schwab Strategic Tr1.7K$43.7K0.0%−$1.07KAdded$20.9K
Unitedhealth Group IncUNH159$43K0.0%−$9.6KCut−$9.93K
Kla CorpKLAC28$41.3K0.0%$5.66KAdded$14.5K
Oracle Corp272$40K0.0%−$10.1KAdded−$1.27K
Mckesson CorpMCK46$39.9K0.0%$1.94KAdded$4.54K
Cheniere Energy, Inc.LNG140$39.8K0.0%$6.25KAdded$26.2K
Wec Energy Group, Inc.WEC343$39.7K0.0%$3.54KHeld
Eog Res Inc272$39.3K0.0%$3.1KAdded$30.8K
Aflac IncAFL350$38.4K0.0%−$232Cut−$1.23K
Goldman Sachs Group Inc45$38.1K0.0%−$1.44KCut−$22.5K
Booking Holdings Inc.BKNG9$37.9K0.0%−$9.16KAdded−$4.94K
Coca Cola CoKO493$37.8K0.0%$2.66KAdded$9.79K
Bank New York Mellon Corp313$37.2K0.0%$767Added$6.23K
Deere & CoDE66$37K0.0%$5.32KAdded$9.24K
Hartford Insurance Group Inc269$36.6K0.0%−$612Cut−$3.65K
Ww Grainger Inc33$36.3K0.0%$2.67KAdded$3.77K
Vanguard Specialized Funds168$36.1K0.0%−$793Held
Schwab Strategic Tr1.45K$36K0.0%$770Added$9.88K
Target CorpTGT296$35.8K0.0%$2.9KAdded$23.5K
Manulife Finl Corp1.04K$35.8K0.0%−$1.91KHeld
Chubb Limited108$35.4K0.0%$1.51KAdded$2.83K
American Tower Corp New200$34.5K0.0%−$938Held
Capital One Finl Corp185$33.7K0.0%−$11.2KCut−$16.8K
Spdr Series Trust433$33.1K0.0%−$1.59KHeld
SM Energy CoSM1.06K$33K0.0%New
BlackRock, Inc.BLK34$32.5K0.0%−$2.53KAdded$6.08K
Ishares Tr340$31.5K0.0%−$483Held
Comcast Corp New1.09K$31.4K0.0%−$1.25KAdded−$246
BWX Technologies, Inc.BWXT152$31.2K0.0%$3.4KAdded$12.6K
Proshares Tr293$31.1K0.0%$539Cut$226
Murphy Oil CorpMUR740$30.5K0.0%$38Added$30.4K
Schwab Strategic Tr1.09K$30.4K0.0%New
Amphenol Corp New234$29.6K0.0%−$1.34KAdded$9.04K
Ebay IncEBAY319$29K0.0%$935Added$7.76K
California Res Corp419$29K0.0%New
Valero Energy Corp117$29K0.0%$4.21KAdded$20.8K
Magnolia Oil & Gas CorpMGY906$28.6K0.0%New
American Intl Group Inc356$26.8K0.0%−$3.73KCut−$13.9K
Amgen IncAMGN76$26.8K0.0%$1.45KAdded$6.38K
Ishares Tr236$26.7K0.0%−$2.4KHeld
Merit Med Sys Inc386$26.6K0.0%−$7.42KHeld
Qualcomm Inc205$26.4K0.0%−$8.65KCut−$12.4K
Liberty Energy Inc.LBRT916$26.4K0.0%New
Noble Corp Plc535$26.3K0.0%New
Archrock, Inc.AROC747$26K0.0%New
Schwab Strategic Tr870$25.3K0.0%−$2.59KAdded$1.14K
Viasat IncVSAT550$25.2K0.0%New
Air Lease Corp378$24.6K0.0%New
Peabody Energy CorpBTU747$24.6K0.0%New
Ge Aerospace86$24.5K0.0%−$2.07KCut−$3.3K
Cnx Res Corp626$24.1K0.0%New
Mcdonalds CorpMCD76$23.5K0.0%$58Added$5.62K
Citigroup Inc207$23.4K0.0%−$733Cut−$2.02K
Ishares Tr162$23.1K0.0%−$1.01KHeld
Ross Stores, Inc.ROST105$22.8K0.0%$2.89KAdded$8.54K
S&P Global Inc.SPGI54$22.8K0.0%−$4.08KAdded$567
Patterson Uti Energy IncPTEN2.08K$22.5K0.0%New
American Elec Pwr Co Inc171$22.4K0.0%$2.05KAdded$7.55K
Schwab Strategic Tr761$22.1K0.0%$193Added$12.8K
Pg&E Corp1.24K$21.8K0.0%$1.67KAdded$3.92K
Royal Caribbean Group79$21.8K0.0%−$127Added$4.01K
Corning Inc159$21.6K0.0%$7.71KCut$6.4K
General Mtrs Co288$21.4K0.0%−$2.02KCut−$10.3K
Pacer Fds Tr503$20.3K0.0%−$1.17KHeld
Abbott LabsABT195$20.1K0.0%−$4.38KCut−$21.3K
Vanguard Intl Equity Index F243$20K0.0%−$287Held
Invesco Qqq Tr34$19.6K0.0%−$1.26KHeld
Invesco Exch Traded Fd Tr Ii723$19.5K0.0%New
Spdr Index Shs Fds421$19.2K0.0%$522Held
TechnipFMC PLCFTI278$19.2K0.0%$2.22KAdded$15.2K
Broadridge Finl Solutions In117$19.1K0.0%−$7.1KHeld
Invesco Exch Traded Fd Tr Ii272$19K0.0%New
Ishares Tr97$18.6K0.0%−$619Held
Steel Dynamics IncSTLD102$18.3K0.0%$1.03KAdded$2.11K
Norfolk Southn Corp64$18.3K0.0%−$90Cut−$4.69K
Salesforce, Inc.CRM97$18.2K0.0%−$6.24KAdded−$2.87K
Paccar IncPCAR157$18.1K0.0%$768Cut−$115
Intel CorpINTC405$17.9K0.0%$1.29KAdded$11.3K
Bristol-Myers Squibb Co293$17.8K0.0%$1.77KAdded$3.47K
Occidental Pete Corp271$17.7K0.0%$955Added$16K
Marathon Pete Corp72$17.7K0.0%$2.26KAdded$13.1K
Cf Inds Hldgs Inc134$17.4K0.0%$4KAdded$11.5K
Bloom Energy CorpBE128$17.3K0.0%$6.22KCut−$6.73K
Sherwin Williams CoSHW54$17.3K0.0%−$141Added$3.71K
Ishares Tr373$17.2K0.0%−$131Held
Schwab Strategic Tr531$17.2K0.0%New
Te Connectivity PlcTEL82$17.2K0.0%−$976Added$5.53K
ServiceNow, Inc.NOW164$17.1K0.0%−$6.57KAdded−$3.53K
Devon Energy Corp New336$16.9K0.0%$1.16KAdded$13.8K
Pulte Group Inc143$16.9K0.0%$59Added$531
Csx CorpCSX411$16.9K0.0%$1.35KAdded$6.76K
Oneok Inc /New/OKE186$16.8K0.0%$1.69KAdded$9.53K
Allstate Corp79$16.6K0.0%$42Added$5.71K
Tapestry, Inc.TPR117$16.5K0.0%$1.58KCut$684
Vertex Pharmaceuticals Inc37$16.4K0.0%−$333Cut−$3.49K
Blackstone Inc.BX142$16.3K0.0%−$4.93KAdded−$3.09K
D R Horton Inc118$16.3K0.0%−$789Added−$651
Lowes Cos Inc68$16K0.0%−$332Cut−$1.29K
Hsbc Hldgs Plc189$16K0.0%$1.15KHeld
Intuit Inc.INTU37$16K0.0%−$6.68KAdded−$3.22K
Pepsico IncPEP102$15.8K0.0%$580Added$6.78K
Fedex CorpFDX44$15.8K0.0%$2.3KAdded$5.89K
Morgan Stanley96$15.8K0.0%−$1.23KCut−$7.25K
Idexx Labs Inc28$15.7K0.0%−$3.1KAdded−$2.53K
Boston Scientific CorpBSX250$15.7K0.0%−$7.73KAdded−$6.91K
Disney Walt Co162$15.6K0.0%−$2.69KAdded−$1.44K
Coterra Energy Inc444$15.6K0.0%$1.53KAdded$11K
Ppg Inds Inc144$15.4K0.0%$636Held
Ameriprise Finl Inc34$15.3K0.0%−$1.5KCut−$7.91K
Kinross Gold Corp496$15.1K0.0%$1.17KHeld
Chord Energy CorpCHRD106$15.1K0.0%New
Spdr Gold Tr35$15.1K0.0%$1.19KHeld
Diamondback Energy, Inc.FANG76$15.1K0.0%$1.13KAdded$11.4K
Pnc Finl Svcs Group Inc72$15K0.0%$25Added$857
Truist Finl Corp321$14.7K0.0%−$943Added$619
Ase Technology Hldg Co Ltd676$14.7K0.0%$3.77KHeld
Caseys Gen Stores Inc20$14.6K0.0%$1.92KAdded$8.49K
Asml Holding N V11$14.5K0.0%$1.25KAdded$9.18K
Starbucks CorpSBUX161$14.4K0.0%$560Added$5.03K
Darden Restaurants IncDRI73$14.3K0.0%$839Added$2.8K
Kodiak Gas Svcs Inc245$14.3K0.0%New
Mgic Invt Corp Wis537$14.1K0.0%−$63Added$13.6K
Altria Group, Inc.MO209$14K0.0%$1.74KHeld
Mercadolibre IncMELI8$13.8K0.0%−$2KAdded−$267
Texas Pacific Land Corporati29$13.8K0.0%$3.37KAdded$8.59K
Icici Bank Limited528$13.7K0.0%−$2.06KHeld
Uber Technologies, IncUBER190$13.7K0.0%−$626Added$8.44K
Freeport-Mcmoran IncFCX232$13.6K0.0%$1.11KAdded$6.63K
Pfizer IncPFE481$13.5K0.0%$349Added$10.8K
Lockheed Martin CorpLMT22$13.5K0.0%$2.33KAdded$4.17K
Metlife Inc191$13.5K0.0%−$1.62KCut−$4.94K
Halliburton CoHAL345$13.5K0.0%$368Added$12.5K
International Seaways, Inc.INSW184$13.4K0.0%New
Intuitive Surgical IncISRG29$13.4K0.0%−$2.63KAdded−$790
APA CorpAPA313$13.3K0.0%$84Added$13.2K
Vertiv Holdings CoVRT53$13.3K0.0%$176Added$13K
Nvr IncNVR2$13.2K0.0%−$1.41KCut−$16K
Bread Financial Holdings Inc171$12.8K0.0%New
American Express CoAXP42$12.8K0.0%−$2.81KCut−$7.65K
Equinix IncEQIX13$12.7K0.0%$1.5KAdded$7.38K
Crescent Energy Company930$12.6K0.0%New
Xcel Energy Inc156$12.5K0.0%$646Added$3.77K
Autodesk, Inc.ADSK52$12.4K0.0%−$2.94KCut−$6.79K
Spdr Series Trust124$12.2K0.0%−$1.07KCut−$2.25K
Bp Plc257$12.1K0.0%$3.15KHeld
Jabil IncJBL45$12K0.0%$1.35KAdded$3.75K
Cummins IncCMI22$11.9K0.0%$497Added$2.67K
Ovintiv Inc.OVV201$11.9K0.0%$463Added$10.9K
Sony Group Corp575$11.9K0.0%−$2.82KHeld
Qnity Electronics, Inc.Q101$11.7K0.0%$3.42KHeld
Baker Hughes Company189$11.5K0.0%$2.9KCut$1.39K
Cme Group Inc.CME39$11.5K0.0%$895Added$1.78K
Astrazeneca Plc OrdAZN58$11.4K0.0%New
Fidelity Covington Trust167$11.4K0.0%−$861Held
Vanguard Tax-Managed Fds177$11.3K0.0%New
Arista Networks, Inc.ANET92$11.3K0.0%−$701Added$158
Phillips 66PSX61$11.2K0.0%$1.27KAdded$8.06K
Par Pac Holdings Inc178$11.2K0.0%New
Applovin CorpAPP28$11.1K0.0%−$1.1KAdded$8.45K
Ishares Tr26$11.1K0.0%−$1.22KHeld
EMCOR Group, Inc.EME15$11.1K0.0%$1.52KAdded$3.74K
Vistra Corp.VST72$10.9K0.0%−$672Added$992
Cadence Design System Inc39$10.8K0.0%−$625Added$5.21K
Prudential Finl Inc110$10.8K0.0%−$1.37KAdded$97
Enphase Energy, Inc.ENPH285$10.8K0.0%$1.64KHeld
Fifth Third Bancorp230$10.8K0.0%−$50Added$3.74K
Matador Res Co169$10.7K0.0%$57Added$10.6K
Ishares Tr50$10.7K0.0%$167Held
Best Buy Co IncBBY164$10.7K0.0%−$24Added$9.46K
Arch Cap Group Ltd110$10.6K0.0%$8Cut−$568
Northern Oil & Gas, Inc.NOG355$10.5K0.0%New
Palantir Technologies Inc.PLTR72$10.5K0.0%−$1.04KAdded$4.67K
Banco Santander Sa925$10.4K0.0%−$417Held
Fidelity Covington Trust50$10.4K0.0%−$831Held
Rb Global Inc.RBA108$10.4K0.0%−$758Held
Vanguard Index Fds48$10.4K0.0%$260Held
Owlet, Inc.OWLT2K$10.3K0.0%−$22.1KHeld
Exelon CorpEXC210$10.3K0.0%$454Added$6.47K
Vanguard Index Fds17$10.2K0.0%−$503Held
Crowdstrike Hldgs Inc26$10.2K0.0%New
United Therapeutics Corp Del17$10.1K0.0%New
Zions Bancorporation N A174$10K0.0%−$65Added$6.17K
Synchrony Financial147$10K0.0%−$2.25KCut−$6.75K
Tri Pointe Homes Inc211$9.86K0.0%New
Materion CorpMTRN68$9.84K0.0%New
First Amern Finl Corp163$9.83K0.0%−$206Cut−$452
Sun Cmntys Inc77$9.79K0.0%$164Held
Newmarket CorpNEU15$9.66K0.0%New
General Dynamics CorpGD28$9.65K0.0%$73Added$4.9K
Eqt CorpEQT151$9.64K0.0%$225Added$8.33K
Packaging Corp Amer45$9.59K0.0%$330Added$543
State Str Corp75$9.49K0.0%−$50Added$5.9K
Carnival Corp Ltd.CCL366$9.46K0.0%−$971Added$3.14K
Entergy Corp New84$9.44K0.0%$398Added$7.59K
Monster Beverage Corp New130$9.42K0.0%−$498Added$372
Corteva, Inc.CTVA111$9.27K0.0%$549Added$7.14K
Constellation Energy CorpCEG33$9.22K0.0%−$1.04KAdded$4.27K
Southern Co94$9.04K0.0%$256Added$6.13K
Select Sector Spdr Tr61$8.94K0.0%−$499Held
Archer-Daniels-Midland CoADM123$8.94K0.0%$123Added$8.48K
Sandisk CorpSNDK14$8.89K0.0%$2.39KAdded$7.47K
Lantheus Hldgs Inc117$8.88K0.0%New
Fortinet, Inc.FTNT108$8.83K0.0%$166Added$3.11K
Nucor CorpNUE52$8.82K0.0%$66Added$7.02K
Cognizant Technology Solutio142$8.69K0.0%−$1.5KAdded$3.09K
Talos Energy Inc.TALO549$8.65K0.0%New
Colgate Palmolive CoCL101$8.64K0.0%$489Added$2.54K
L3harris Technologies Inc25$8.63K0.0%New
EXPAND ENERGY CorpEXE78$8.57K0.0%−$6Added$8.12K
Novo-Nordisk A S221$8.39K0.0%−$1.23KAdded$3.56K
Moodys Corp19$8.29K0.0%−$748Added$3.18K
Motorola Solutions, Inc.MSI19$8.28K0.0%$498Added$4.42K
Shell Plc89$8.28K0.0%$117Added$7.84K
Palo Alto Networks IncPANW51$8.18K0.0%−$358Added$5.41K
Agnico Eagle Mines LtdAEM40$8.12K0.0%$1.34KHeld
Coinbase Global, Inc.COIN46$8.03K0.0%−$2.37KHeld
Tidewater Inc New94$7.85K0.0%New
Williams Sonoma IncWSM43$7.78K0.0%$162Cut−$2.32K
DHT Holdings, Inc.DHT425$7.76K0.0%New
Harmony Biosciences Hldgs In277$7.76K0.0%New
Ing Groep N.V.297$7.74K0.0%−$579Held
Danaher Corporation40$7.68K0.0%−$1.13KAdded$1.18K
Mercury Genl Corp New87$7.67K0.0%New
Flex Ltd.FLEX116$7.59K0.0%$408Added$2.7K
Duke Energy Corp New57$7.52K0.0%$137Added$6.07K
Howmet Aerospace Inc.HWM31$7.2K0.0%$524Added$2.85K
Parker-Hannifin CorpPH8$7.16K0.0%$81Added$2.77K
Heico Corp New26$7.14K0.0%−$1.29KHeld
Spdr Series Trust124$7.02K0.0%−$29Held
Pure Storage IncP116$6.85K0.0%−$925Cut−$1.93K
Tyler Technologies IncTYL20$6.85K0.0%−$2.23KHeld
Paypal Hldgs Inc150$6.79K0.0%−$697Added$3.69K
Solstice Advanced Matls Inc89$6.78K0.0%$2.38KAdded$2.61K
Putnam Etf Trust146$6.78K0.0%$121Held
Boeing Co34$6.77K0.0%−$560Added$37
Expeditors Intl Wash Inc47$6.76K0.0%−$149Added$3.3K
Trane Technologies PlcTT16$6.67K0.0%$248Added$3.17K
Bunge Global SaBG52$6.63K0.0%$105Added$6.36K
Airbnb, Inc.ABNB52$6.57K0.0%−$29Added$6.16K
Avery Dennison CorpAVY38$6.56K0.0%−$350Held
First Tr Exchange Traded Fd94$6.45K0.0%−$94Held
Vanguard Intl Equity Index F44$6.42K0.0%New
Thermo Fisher Scientific Inc.TMO13$6.4K0.0%−$90Added$5.82K
J P Morgan Exchange Traded F104$6.38K0.0%−$193Held
Wesco Intl Inc23$6.32K0.0%$427Added$2.63K
Verisk Analytics, Inc.VRSK33$6.32K0.0%−$1.13KHeld
Us Bancorp Del121$6.32K0.0%−$156Added$941
Kinder Morgan Inc Del187$6.28K0.0%$29Added$6.11K
Consolidated Edison IncED55$6.23K0.0%$10Added$6.13K
Northern Tr Corp44$6.23K0.0%$137Added$1.41K
Tractor Supply Co135$6.13K0.0%−$614Cut−$814
Medtronic PlcMDT70$6.11K0.0%−$755Added$817
Adobe Inc.ADBE25$6.08K0.0%−$2.68KCut−$3.73K
Old Dominion Freight Line In31$6.06K0.0%$811Added$2.77K
Ishares Tr41$6.05K0.0%−$26Cut−$322
West Pharmaceutical Svsc Inc24$6.04K0.0%−$584Held
Iridium Communications Inc.IRDM216$5.99K0.0%New
Opendoor Technologies Inc1.27K$5.95K0.0%New
Edwards Lifesciences CorpEW74$5.93K0.0%New
Seagate Technology Hldngs Pl15$5.89K0.0%$1.16KAdded$3.12K
Select Water Solutions, Inc.WTTR384$5.88K0.0%New
Core Natural Resources, Inc.CNR56$5.87K0.0%New
Intercontinental Exchange In37$5.82K0.0%−$173Cut−$983
Perdoceo Ed Corp155$5.77K0.0%New
Tenaris S A99$5.76K0.0%$1.95KHeld
Bjs Whsl Club Hldgs Inc58$5.71K0.0%$92Added$4.72K
World Gold Tr61$5.66K0.0%$447Held
Solventum CorpSOLV86$5.62K0.0%−$1.2KHeld
Slb Limited/NvSLB109$5.6K0.0%$516Added$4.11K
United Parcel Service IncUPS57$5.57K0.0%−$38Cut−$235
Cemex Sab De Cv486$5.56K0.0%−$25Held
Synopsys IncSNPS14$5.55K0.0%−$1.11KCut−$1.59K
Phillips Edison & Co Inc148$5.55K0.0%$273Cut−$2.29K
Comfort Sys Usa Inc4$5.52K0.0%$1.78KHeld
Quanta Svcs Inc10$5.49K0.0%New
Five Below, IncFIVE24$5.48K0.0%$441Added$3.41K
Ishares Tr22$5.46K0.0%$40Held
Zoetis Inc.ZTS46$5.44K0.0%−$85Added$4.05K
First Tr Exchange Traded Fd34$5.4K0.0%−$320Held
Vanguard World Fd24$5.39K0.0%$321Held
Comstock Res Inc254$5.36K0.0%New
Cincinnati Finl Corp33$5.3K0.0%−$198Held
Spdr S&P 500 Etf Tr8$5.22K0.0%−$299Held
Aon plcAON16$5.17K0.0%−$482Held
Western Digital CorpWDC19$5.14K0.0%$392Added$4.45K
Select Sector Spdr Tr104$5.13K0.0%−$562Held
Fidelity Covington Trust73$5.13K0.0%−$551Held
Ingles Mkts Inc57$5.12K0.0%New
Grand Canyon Ed Inc30$5.1K0.0%$111Held
Boston Beer Co IncSAM22$5.07K0.0%New
Monarch Casino & Resort IncMCRI53$5.07K0.0%New
Ishares Tr52$5.06K0.0%$49Held
Seadrill LtdSDRL110$5K0.0%New
Paychex IncPAYX54$5K0.0%−$1.05KCut−$4.18K
Verisign Inc20$4.97K0.0%$27Added$3.75K
Hci Group Inc32$4.95K0.0%New
Great Lakes Dredge & Dock Co290$4.93K0.0%New
Marriott Intl Inc New15$4.93K0.0%$147Added$2.12K
Ares Management Corporation45$4.91K0.0%−$2.36KHeld
Twilio IncTWLO39$4.91K0.0%−$641Held
Topgolf Callaway Brands CorpCALY353$4.9K0.0%New
Fidelity Covington Trust93$4.87K0.0%$292Held
Fresh Del Monte Produce IncDMC120$4.83K0.0%New
Invesco Exchange Traded Fd T25$4.8K0.0%$9Held
Nasdaq, Inc.NDAQ56$4.75K0.0%−$111Added$3.88K
Rollins IncROL88$4.73K0.0%−$585Held
Ishares Tr100$4.7K0.0%$104Held
Digital Rlty Tr Inc26$4.69K0.0%$24Added$4.53K
Accenture Plc Ireland23$4.56K0.0%−$700Added$1.88K
Koninklijke Philips N V166$4.55K0.0%$53Held
Huntington Bancshares Inc285$4.5K0.0%−$127Added$3.16K
Viatris IncVTRS331$4.48K0.0%$86Added$3.5K
Lyondellbasell Industries N55$4.46K0.0%$363Added$4.01K
Hunt J B Trans Svcs Inc21$4.46K0.0%$102Added$3.29K
United Rentals, Inc.URI6$4.39K0.0%−$411Added$321
Royal Bk Cda27$4.37K0.0%−$235Held
Globe Life Inc31$4.32K0.0%−$9Added$3.2K
Etsy IncETSY85$4.25K0.0%−$464Held
Marsh & Mclennan Cos Inc24$4.23K0.0%−$289Cut−$665
Turkcell Iletisim Hizmetleri689$4.16K0.0%$313Held
Newmont Corp38$4.15K0.0%$293Added$511
Totalenergies SeTTE45$4.14K0.0%$1.2KHeld
Pacer Fds Tr92$4.13K0.0%$16Held
Carnival Corp Ltd.CCL160$4.12K0.0%−$729Held
Northrop Grumman Corp6$4.11K0.0%$708Added$1.39K
East West Bancorp IncEWBC38$4.09K0.0%−$74Added$2.94K
Burlington Stores, Inc.BURL12$3.9K0.0%$292Added$1.59K
Ford Mtr Co337$3.89K0.0%−$531Cut−$2.42K
Las Vegas Sands CorpLVS72$3.88K0.0%−$71Added$3.49K
Teradyne, IncTER13$3.86K0.0%$927Added$2.12K
Owens Corning New35$3.85K0.0%−$76Added$1.91K
Inventrust Pptys Corp125$3.84K0.0%$283Held
Texas Roadhouse, Inc.TXRH23$3.81K0.0%−$14Added$2.14K
Ecolab Inc.ECL14$3.81K0.0%$59Cut−$476
United Microelectronics CorpUMC423$3.8K0.0%$474Held
Raymond James Finl Inc26$3.78K0.0%−$227Added$1.52K
Vanguard Intl Equity Index F50$3.75K0.0%$77Held
On Semiconductor CorpON60$3.72K0.0%$108Added$2.96K
Spdr Series Trust38$3.67K0.0%$92Held
Mueller Inds Inc33$3.66K0.0%−$21Added$3.2K
Nextpower Inc.NXT30$3.62K0.0%$234Added$3.01K
Ishares Tr53$3.58K0.0%$82Held
Ishares Tr39$3.53K0.0%$42Held
Gallagher Arthur J & Co16$3.49K0.0%−$666Held
Cencora, Inc.COR11$3.48K0.0%−$156Added$1.43K
Fidelity Covington Trust37$3.45K0.0%−$329Held
Exelixis, Inc.EXEL80$3.43K0.0%−$4Added$3.26K
Advanced Drain Sys Inc Del25$3.43K0.0%−$40Added$2.71K
Deckers Outdoor CorpDECK34$3.4K0.0%−$22Added$2.78K
Jazz Pharmaceuticals PlcJAZZ18$3.4K0.0%$57Added$2.89K
Liberty Live Holdings Inc36$3.39K0.0%$394Held
Hf Sinclair CorpDINO54$3.38K0.0%$456Added$2.08K
Autozone IncAZO1$3.38K0.0%New
Price T Rowe Group IncTROW37$3.34K0.0%New
Centene Corp Del100$3.27K0.0%−$245Added$2.08K
BorgWarner IncBWA60$3.26K0.0%$117Added$2.67K
Principal Financial Group In36$3.26K0.0%$8Added$2.54K
Permian Resources CorpPR152$3.24K0.0%$28Added$3.18K
Cigna GroupCI12$3.23K0.0%−$100Held
Propetro Hldg Corp223$3.21K0.0%New
Roper Technologies IncROP9$3.19K0.0%−$822Cut−$1.71K
Cia Energetica De Minas Gera1.33K$3.18K0.0%$324Held
Keycorp158$3.18K0.0%−$43Added$1.56K
Hershey CoHSY15$3.12K0.0%$104Added$2.39K
Ralph Lauren CorpRL9$3.1K0.0%New
Reliance, Inc.RS10$3.09K0.0%$164Held
Warner Bros. Discovery, Inc.WBD111$3.05K0.0%−$2Added$3.02K
Range Res Corp67$3.04K0.0%$325Added$1.87K
Lpl Finl Hldgs Inc10$3.01K0.0%New
Liberty Media Corp Del35$2.98K0.0%−$472Held
Ati IncATI20$2.91K0.0%$92Added$2.56K
Snap-on IncSNA8$2.91K0.0%New
Watts Water Technologies IncWTS10$2.9K0.0%$142Held
Universal Technical Inst Inc80$2.89K0.0%New
Toll Brothers, Inc.TOL21$2.87K0.0%$2Added$2.19K
Samsara Inc.IOT90$2.85K0.0%−$338Held
HCA Healthcare, Inc.HCA6$2.84K0.0%$19Added$1.44K
Century Alum Co48$2.82K0.0%New
Primerica, Inc.PRI11$2.77K0.0%−$36Added$1.72K
Lincoln Elec Hldgs Inc11$2.75K0.0%New
Norwegian Cruise Line Hldg L147$2.75K0.0%−$101Added$2.12K
Curtiss Wright CorpCW4$2.74K0.0%$523Held
Super Group Sghc Limited253$2.73K0.0%New
Andersons, Inc.ANDE38$2.73K0.0%New
Globalstar, Inc.GSAT41$2.72K0.0%New
Vulcan Matls Co10$2.72K0.0%−$39Added$1.87K
Everus Constr Group23$2.72K0.0%New
Aptiv PlcAPTV39$2.71K0.0%−$34Added$2.33K
Siriusxm Holdings Inc117$2.7K0.0%$361Held
Helix Energy Solutions Grp I271$2.68K0.0%New
Renaissancere Hldgs Ltd9$2.68K0.0%New
Elevance Health Inc Formerly9$2.68K0.0%−$515Cut−$870
Regions Financial Corp New101$2.67K0.0%−$27Added$2.25K
SunCoke Energy, Inc.SXC410$2.67K0.0%New
Nabors Industries LtdNBR31$2.67K0.0%New
CARRIER GLOBAL CorpCARR47$2.65K0.0%$163Held
Stryker CorpSYK8$2.64K0.0%−$181Cut−$6.52K
Huntsman CorpHUN195$2.6K0.0%New
Kimberly Clark CorpKMB26$2.59K0.0%−$57Added$1.94K
Ally Finl Inc66$2.59K0.0%−$384Held
Suncor Energy Inc New39$2.58K0.0%$848Held
Paycom Software, Inc.PAYC21$2.56K0.0%−$796Held
Fox Corp48$2.55K0.0%−$284Added$990
Preferred Bk Los Angeles Ca28$2.54K0.0%New
Schwab Strategic Tr66$2.53K0.0%New
Copart IncCPRT76$2.52K0.0%−$452Held
Woodward, Inc.WWD7$2.51K0.0%$222Added$1.3K
Carmax IncKMX60$2.5K0.0%$5Added$2.42K
NPK International Inc.NPKI172$2.49K0.0%New
Aaon, Inc.AAON30$2.48K0.0%$195Held
Dominion Energy, IncD40$2.48K0.0%$21Added$2.01K
Horace Mann Educators Corp N58$2.48K0.0%New
Compass Minerals Intl Inc106$2.48K0.0%New
Kimbell Rty Partners Lp171$2.48K0.0%New
Veeva Sys Inc14$2.46K0.0%−$666Held
Westamerica BancorporationWABC47$2.45K0.0%New
Nelnet IncNNI19$2.45K0.0%New
Enact Hldgs Inc60$2.45K0.0%New
Innoviva, Inc.INVA105$2.45K0.0%New
Banner CorpBANR40$2.43K0.0%New
Ishares Tr41$2.43K0.0%New
Ishares Bitcoin Trust EtfIBIT63$2.42K0.0%−$707Cut−$11.5K
Dicks Sporting Goods Inc12$2.41K0.0%−$0Added$1.21K
Expro Group Holdings Nv138$2.4K0.0%New
Trustmark CorpTRMK57$2.4K0.0%New
Liberty Global Ltd203$2.38K0.0%New
Pennymac Finl Svcs Inc New27$2.36K0.0%New
Dte Energy Co16$2.36K0.0%$276Held
Hope Bancorp IncHOPE211$2.36K0.0%New
Lendingclub CorpHAPN163$2.33K0.0%New
Lennox Intl Inc5$2.33K0.0%New
Regeneron Pharmaceuticals, Inc.REGN3$2.32K0.0%New
Vanguard Intl Equity Index F52$2.31K0.0%New
United Airls Hldgs Inc25$2.3K0.0%−$494Cut−$2.28K
M & T Bk Corp11$2.28K0.0%−$1Added$2.07K
Citizens Finl Group Inc38$2.28K0.0%New
Gentex CorpGNTX104$2.28K0.0%−$136Held
Edison Intl31$2.27K0.0%New
Resmed Inc10$2.25K0.0%−$164Held
Robinhood Mkts Inc32$2.22K0.0%−$132Added$1.88K
International Paper Co62$2.22K0.0%−$69Added$1.43K
Southwest Airls Co59$2.21K0.0%−$139Added$648
Cintas CorpCTAS13$2.2K0.0%New
Dexcom IncDXCM35$2.2K0.0%−$4Added$2.13K
Assurant Inc10$2.18K0.0%New
Canadian Nat Res Ltd44$2.16K0.0%$655Held
Sprouts Fmrs Mkt Inc28$2.16K0.0%−$39Added$964
Quest Diagnostics IncDGX11$2.16K0.0%$247Cut−$274
Universal Hlth Svcs Inc12$2.15K0.0%New
Autonation, Inc.AN11$2.15K0.0%−$57Added$1.11K
Garmin LtdGRMN9$2.09K0.0%New
Equitable Hldgs Inc56$2.06K0.0%−$615Cut−$711
Fox Corp35$2.06K0.0%−$285Added$657
Sap Se12$2.06K0.0%−$860Held
Gsk Plc37$2.04K0.0%New
Vanguard Bd Index Fds26$2.04K0.0%−$11Held
Sterling Infrastructure, Inc.STRL5$2.04K0.0%New
Public Svc Enterprise Grp In25$2.03K0.0%$19Held
Dycom Inds Inc6$2.03K0.0%New
Costar Group, Inc.CSGP50$2.02K0.0%−$1.34KHeld
Vanguard Bd Index Fds26$2.01K0.0%−$18Held
Unum Group27$2K0.0%−$62Added$1.12K
Sysco CorpSYY28$2K0.0%−$66Held
Service Corp Intl24$1.98K0.0%$109Held
Dollar Tree, Inc.DLTR18$1.97K0.0%−$243Held
Republic Svcs Inc9$1.97K0.0%$64Held
Ciena CorpCIEN5$1.94K0.0%New
Ryan Specialty Holdings, Inc.RYAN57$1.92K0.0%−$1.02KHeld
DONALDSON Co INCDCI22$1.9K0.0%−$72Cut−$611
Delta Air Lines Inc DelDAL28$1.87K0.0%−$79Cut−$4.39K
Schwab Strategic Tr38$1.86K0.0%New
Okta, Inc.OKTA23$1.81K0.0%−$178Held
American Finl Group Inc Ohio14$1.8K0.0%−$82Added$560
Kkr & Co Inc19$1.77K0.0%−$661Cut−$1.43K
Landstar Sys Inc11$1.77K0.0%$46Added$1.33K
Martin Marietta Matls Inc3$1.77K0.0%New
Generac Hldgs Inc9$1.76K0.0%$530Held
Canadian Natl Ry Co17$1.75K0.0%$67Held
Carlisle Cos Inc5$1.67K0.0%$14Added$1.35K
Helmerich & Payne, Inc.HP46$1.66K0.0%$338Held
Gap IncGAP66$1.59K0.0%−$16Added$1.14K
Ingredion IncINGR14$1.58K0.0%$3Added$1.25K
Realty Income CorpO25$1.53K0.0%$114Held
Chemed Corp New4$1.52K0.0%−$202Held
Ametek Inc/AME7$1.51K0.0%$71Cut−$1.17K
Antero Midstream CorpAM63$1.44K0.0%$10Added$1.4K
Lucid Group, Inc.LCID150$1.43K0.0%−$156Held
Electronic Arts Inc.EA7$1.43K0.0%−$3Held
Kyndryl Hldgs Inc104$1.36K0.0%−$14Added$1.34K
Hess Midstream LpHESM35$1.36K0.0%New
Nrg Energy, Inc.NRG9$1.32K0.0%−$118Held
Otis Worldwide CorpOTIS17$1.31K0.0%−$174Held
Brinker Intl Inc9$1.28K0.0%New
Dover CorpDOV6$1.26K0.0%$80Held
Lyft, Inc.LYFT95$1.26K0.0%New
Ishares Inc18$1.26K0.0%$46Held
Lithia Mtrs Inc5$1.25K0.0%−$168Added$583
Boyd Gaming CorpBYD15$1.25K0.0%−$42Added$41
Masimo Corp7$1.25K0.0%New
Pegasystems IncPEGA29$1.24K0.0%New
Illumina, Inc.ILMN10$1.23K0.0%New
lululemon athletica inc.LULU8$1.23K0.0%−$438Cut−$646
Labcorp Holdings Inc.LH5$1.22K0.0%−$58Cut−$313
Toro CoTTC13$1.22K0.0%New
Corebridge Finl Inc48$1.15K0.0%−$7Added$1.11K
Galaxy Digital Inc.GLXY62$1.14K0.0%New
Nebius Group N.V.NBIS11$1.14K0.0%$221Held
Huntington Ingalls Inds Inc3$1.14K0.0%$119Held
Wintrust Finl Corp8$1.11K0.0%New
Polestar Automotive Hldg Uk59$1.09K0.0%−$174Held
Firstenergy CorpFE21$1.06K0.0%$123Held
Mosaic Co NewMOS42$1.06K0.0%$49Cut−$192
Constellation Brands, Inc.STZ7$1.05K0.0%New
Ulta Beauty, Inc.ULTA2$1.05K0.0%−$165Cut−$1.38K
Agilent Technologies, Inc.A9$1.04K0.0%−$196Held
Lkq CorpLKQ35$1.01K0.0%−$29Held
Ge Healthcare Technologies I14$9970.0%−$152Cut−$234
Murphy USA Inc.MUSA2$9880.0%New
CDW CorpCDW8$9690.0%−$121Held
Coca Cola Cons Inc5$9590.0%$193Cut−$574
Dollar Gen Corp New8$9500.0%−$29Added$684
Cms Energy Corp12$9310.0%$91Held
Chipotle Mexican Grill IncCMG29$9290.0%−$144Cut−$1.96K
Globant S.A.GLOB20$9230.0%−$385Held
NIKE, Inc.NKE15$9150.0%−$46Cut−$8.18K
Waters Corp3$8940.0%−$246Held
Willis Towers Watson PlcWTW3$8750.0%−$114Held
Microchip Technology Inc.13$8540.0%$12Added$78
NOV Inc.NOV45$8470.0%$143Held
Cboe Global Mkts Inc3$8440.0%$91Held
Avalonbay Cmntys Inc5$8260.0%−$90Held
Public Storage Oper Co3$8130.0%$34Held
Valmont Inds Inc2$8010.0%New
Yum Brands IncYUM5$7780.0%$21Held
Health Catalyst, Inc.HCAT606$7700.0%−$679Held
Wp Carey Inc11$7580.0%$39Held
Wabtec3$7500.0%$109Held
Schwab Strategic Tr16$7480.0%New
Allegion plcALLE5$7270.0%−$70Held
Brighthouse Finl Inc12$7190.0%−$59Held
Arrow Electrs Inc5$7180.0%$167Held
Centerpoint Energy IncCNP17$7140.0%$52Cut−$455
Textron IncTXT8$7030.0%$3Held
Lennar Corp8$6950.0%−$128Cut−$950
Antero Resources CorpAR16$6800.0%$128Cut$94
DuPont de Nemours, Inc.DD14$6420.0%$79Held
Tyson Foods, Inc.TSN10$6410.0%$54Held
Leidos Holdings, Inc.LDOS4$6370.0%−$102Held
Reinsurance Grp Of America I3$6270.0%$5Held
Docusign, Inc.DOCU13$6170.0%−$273Held
Super Micro Computer Inc26$5930.0%−$168Cut−$1.22K
Idex Corp3$5690.0%$35Held
DT Midstream, Inc.DTM4$5430.0%$61Held
Qorvo, Inc.QRVO7$5420.0%−$50Held
Equifax IncEFX3$5410.0%−$110Held
Autoliv IncALV5$5400.0%−$55Added$53
Select Sector Spdr Tr9$5340.0%$144Held
Smurfit Westrock PlcSW13$5190.0%$16Held
Rpm Intl Inc5$5110.0%−$21Held
Alliant Energy CorpLNT7$5030.0%$47Held
Ventas, Inc.VTR6$4910.0%$23Held
Dow Inc.DOW11$4590.0%$201Held
Netease Inc4$4480.0%−$103Held
Flowserve CorpFLS6$4430.0%$25Held
Hewlett Packard Enterprise C18$4320.0%−$3Held
Millrose Pptys Inc15$4200.0%−$29Held
Nisource Inc.NI9$4200.0%$44Held
Crocs, Inc.CROX5$4160.0%−$10Added$73
Valvoline IncVVV12$4080.0%$56Held
Cbre Group, Inc.CBRE3$4070.0%−$76Cut−$880
Berkley W R Corp6$3980.0%−$23Held
Prologis Inc.3$3970.0%$14Held
First Solar, Inc.FSLR2$3950.0%−$128Held
Jacobs Solutions Inc.J3$3820.0%−$16Held
Onemain Hldgs Inc7$3810.0%−$91Cut−$428
Watsco Inc1$3640.0%$27Held
Veralto CorpVLTO4$3550.0%−$46Held
Humana IncHUM2$3540.0%−$165Held
Iqvia Hldgs Inc2$3420.0%−$109Held
Smith A O CorpAOS5$3370.0%−$4Added$63
Amdocs LtdDOX5$3300.0%−$76Held
Builders FirstSource, Inc.BLDR4$3300.0%−$82Held
Macys Inc18$3260.0%−$68Held
Axis Cap Hldgs Ltd3$3060.0%−$17Held
Keysight Technologies, Inc.KEYS1$2830.0%$79Held
Abercrombie & Fitch Co3$2750.0%−$69Added$23
Strategy Inc2$2500.0%−$54Held
Graphic Packaging Hldg Co23$2330.0%−$83Added−$12
Taylor Morrison Home Corp4$2330.0%−$3Held
Stifel Finl Corp3$2270.0%−$106Added−$30
Western Alliance Bancorp3$2200.0%−$39Held
Avantor, Inc.AVTR28$2200.0%−$101Held
Jackson Financial Inc2$2120.0%−$1Added$105
Ensign Group, IncENSG1$2020.0%$27Held
NXP Semiconductors N.V.NXPI1$1980.0%−$21Held
Aes CorpAES14$1950.0%−$2Held
Commercial Metals CoCMC3$1930.0%−$18Cut−$300
Eagle Matls Inc1$1910.0%−$16Cut−$638
Weatherford Intl Plc2$1900.0%$16Added$111
Ufp Industries IncUFPI2$1880.0%$3Held
V F CorpVFC11$1870.0%−$7Added$78
Alaska Air Group, Inc.ALK5$1840.0%−$41Added$33
Workday, Inc.WDAY1$1750.0%−$113Held
Pinnacle Finl Partners Inc Com2$1730.0%New
Magna Intl Inc3$1680.0%$8Held
Zillow Group Inc4$1660.0%−$107Cut−$790
Armstrong World Inds Inc New1$1650.0%New
Ppl Corp4$1590.0%$14Held
Moderna, Inc.MRNA3$1530.0%$64Held
Slm Corp7$1500.0%−$18Added$68
Eversource EnergyES2$1470.0%$6Held
Lauder Estee Cos Inc2$1440.0%−$33Added$39
Idacorp IncIDA1$1430.0%$16Held
RHRH1$1400.0%−$40Held
Popular Inc1$1350.0%$9Held
Molina Healthcare, Inc.MOH1$1340.0%−$40Held
Westlake CorpWLK1$1210.0%$45Held
Agco Corp1$1190.0%$12Held
Mattel Inc7$1020.0%−$11Added$62
Amkor Technology, Inc.AMKR2$910.0%New
U Haul Holding Company2$900.0%−$4Held
Qualys, Inc.QLYS1$880.0%−$45Held
Molson Coors Beverage Co2$870.0%New
Lamb Weston Hldgs Inc2$850.0%New
Vanguard Star Fds1$780.0%$2Held
Boise Cascade Co Del1$770.0%$2Held
Brunswick Corp1$770.0%−$1Held
Trex Co IncTREX2$730.0%$2Held
Louisiana Pac Corp1$730.0%New
Dbx Etf Tr3$680.0%New
Urban Outfitters IncURBN1$640.0%New
Skyworks Solutions, Inc.SWKS1$570.0%−$9Held
Floor & Decor Hldgs Inc1$510.0%−$10Held
Versant Media Group, Inc.VSNT1$380.0%New
Olin CorpOLN1$320.0%$10Held
Cleveland-Cliffs Inc New3$260.0%−$14Held
Fidelity National Financial, Inc.FNF0$230.0%Held
Umb Finl Corp0$90.0%New
Crh Plc0$80.0%Cut−$741
Dimensional Etf Trust0$60.0%Held
Loews CorpL0$20.0%Held
New Fortress Energy Inc.NFE3$20.0%−$2Held

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.