Market Value384,167,163
Total Holdings894
File Date2025-04-01
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
OTTR / Otter Tail Corporation
OGS / ONE Gas, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SAVEQ / Spirit Airlines, Inc.
DPZ / Domino's Pizza, Inc.
NTST / NETSTREIT Corp.
UHALB / U-Haul Holding Company - Series N
CWENA / Clearway Energy Inc - Class A
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
MCO / Moody's Corporation
PI / Impinj, Inc.
AKAM / Akamai Technologies, Inc.
MSEX / Middlesex Water Company
SPTN / SpartanNash Company
CUTRQ / Cutera, Inc.
LENB / Lennar Corp. - Class B
HTLF / Heartland Financial USA, Inc.
MEDP / Medpace Holdings, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
SUN / Sunoco LP - Limited Partnership
TDC / Teradata Corporation
PCG / PG&E Corporation
SLVM / Sylvamo Corporation
FLR / Fluor Corporation
SEM / Select Medical Holdings Corporation
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
CON / Concentra Group Holdings Parent, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CLX / The Clorox Company
CHDN / Churchill Downs Incorporated
VC / Visteon Corporation
XRAY / DENTSPLY SIRONA Inc.
PEG / Public Service Enterprise Group Incorporated
MMS / Maximus, Inc.
EVTC / EVERTEC, Inc.
TRP / TC Energy Corporation
CLH / Clean Harbors, Inc.
COTY / Coty Inc.
SIG / Signet Jewelers Limited
WOR / Worthington Enterprises, Inc.
VVV / Valvoline Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GNL / Global Net Lease, Inc.
F / Ford Motor Company
WING / Wingstop Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BMRN / BioMarin Pharmaceutical Inc.
GPI / Group 1 Automotive, Inc.
JAZZ / Jazz Pharmaceuticals plc
MAN / ManpowerGroup Inc.
OEF / iShares Trust - iShares S&P 100 ETF
LSCC / Lattice Semiconductor Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CNO / CNO Financial Group, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
FELE / Franklin Electric Co., Inc.
THW / Abrdn World Healthcare Fund
LNTH / Lantheus Holdings, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ONTO / Onto Innovation Inc.
COLD / Americold Realty Trust, Inc.
MAGN / Magnera Corporation
EQR / Equity Residential
WCC / WESCO International, Inc.
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
ICUI / ICU Medical, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ANDE / The Andersons, Inc.
EMBC / Embecta Corp.
INDB / Independent Bank Corp.
PATK / Patrick Industries, Inc.
CSW / CSW Industrials, Inc.
ESE / ESCO Technologies Inc.
ZTS / Zoetis Inc.
HIW / Highwoods Properties, Inc.
MU / Micron Technology, Inc.
JEF / Jefferies Financial Group Inc.
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
HWKN / Hawkins, Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MLI / Mueller Industries, Inc.
PCAR / PACCAR Inc
POWI / Power Integrations, Inc.
WH / Wyndham Hotels & Resorts, Inc.
EGP / EastGroup Properties, Inc.
CGNX / Cognex Corporation
WD / Walker & Dunlop, Inc.
TW / Tradeweb Markets Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SKT / Tanger Inc.
RUN / Sunrun Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
MMSI / Merit Medical Systems, Inc.
NBIX / Neurocrine Biosciences, Inc.
SCUS / Schwab Strategic Trust - Schwab Ultra-Short Income ETF
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
ZD / Ziff Davis, Inc.
NBR / Nabors Industries Ltd.
TIP / iShares Trust - iShares TIPS Bond ETF
PEN / Penumbra, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
ALB / Albemarle Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
ATO / Atmos Energy Corporation
NXST / Nexstar Media Group, Inc.
HUN / Huntsman Corporation
SPSC / SPS Commerce, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
UTL / Unitil Corporation
ABG / Asbury Automotive Group, Inc.
SATS / EchoStar Corporation
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
GTY / Getty Realty Corp.
ST / Sensata Technologies Holding plc
AGCO / AGCO Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
BRKR / Bruker Corporation
MTX / Minerals Technologies Inc.
LPX / Louisiana-Pacific Corporation
BWB / Bridgewater Bancshares, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
LBRT / Liberty Energy Inc.
DHR / Danaher Corporation
RLJ / RLJ Lodging Trust
MIDD / The Middleby Corporation
AGO / Assured Guaranty Ltd.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ICE / Intercontinental Exchange, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
NJR / New Jersey Resources Corporation
TRN / Trinity Industries, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
NTRA / Natera, Inc.
BC / Brunswick Corporation
ENSG / The Ensign Group, Inc.
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
LOW / Lowe's Companies, Inc.
X / United States Steel Corporation
WTRG / Essential Utilities, Inc.
DFS / Discover Financial Services
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HII / Huntington Ingalls Industries, Inc.
FBIN / Fortune Brands Innovations, Inc.
XPO / XPO, Inc.
FYBR / Frontier Communications Parent, Inc.
WEX / WEX Inc.
BYD / Boyd Gaming Corporation
IIPR / Innovative Industrial Properties, Inc.
FNB / F.N.B. Corporation
VICI / VICI Properties Inc.
DESP / Despegar.com, Corp.
TMHC / Taylor Morrison Home Corporation
IAC / IAC Inc.
JCI / Johnson Controls International plc
OFG / OFG Bancorp
DAL / Delta Air Lines, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
UTHR / United Therapeutics Corporation
AFRM / Affirm Holdings, Inc.
DEA / Easterly Government Properties, Inc.
H / Hyatt Hotels Corporation
FDP / Fresh Del Monte Produce Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
ALEX / Alexander & Baldwin, Inc.
O / Realty Income Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
HIMS / Hims & Hers Health, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
THC / Tenet Healthcare Corporation
UDR / UDR, Inc.
CORT / Corcept Therapeutics Incorporated
NSA / National Storage Affiliates Trust
KR / The Kroger Co.
FNF / Fidelity National Financial, Inc.
YELP / Yelp Inc.
CWEN / Clearway Energy, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TWLO / Twilio Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
DD / DuPont de Nemours, Inc.
CM / Canadian Imperial Bank of Commerce
IOSP / Innospec Inc.
AMC / AMC Entertainment Holdings, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EQH / Equitable Holdings, Inc.
FI / Fiserv, Inc.
TTD / The Trade Desk, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ORA / Ormat Technologies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TTC / The Toro Company
TREX / Trex Company, Inc.
CBSH / Commerce Bancshares, Inc.
CNM / Core & Main, Inc.
STZ / Constellation Brands, Inc.
CATY / Cathay General Bancorp
THO / THOR Industries, Inc.
KALU / Kaiser Aluminum Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
COKE / Coca-Cola Consolidated, Inc.
VNO / Vornado Realty Trust
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ALTM / Arcadium Lithium plc
INSP / Inspire Medical Systems, Inc.
NOV / NOV Inc.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
GGG / Graco Inc.
DUOL / Duolingo, Inc.
DKS / DICK'S Sporting Goods, Inc.
CPK / Chesapeake Utilities Corporation
CUBE / CubeSmart
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
USFD / US Foods Holding Corp.
CNH / CNH Industrial N.V.
NFLX / Netflix, Inc.
TRIP / Tripadvisor, Inc.
HOOD / Robinhood Markets, Inc.
KHC / The Kraft Heinz Company
DOCU / DocuSign, Inc.
GPC / Genuine Parts Company
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ANF / Abercrombie & Fitch Co.
ALC / Alcon Inc.
UPS / United Parcel Service, Inc.
JLL / Jones Lang LaSalle Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TKO / TKO Group Holdings, Inc.
DELL / Dell Technologies Inc.
CYTK / Cytokinetics, Incorporated
ELS / Equity LifeStyle Properties, Inc.
VLTO / Veralto Corporation
CFG / Citizens Financial Group, Inc.
FSS / Federal Signal Corporation
PANW / Palo Alto Networks, Inc.
FHB / First Hawaiian, Inc.
KELYA / Kelly Services, Inc.
SPGI / S&P Global Inc.
GL / Globe Life Inc.
B / Barrick Mining Corporation
VRRM / Verra Mobility Corporation
ODFL / Old Dominion Freight Line, Inc.
WHR / Whirlpool Corporation
CABO / Cable One, Inc.
PHM / PulteGroup, Inc.
OC / Owens Corning
LVS / Las Vegas Sands Corp.
HR / Healthcare Realty Trust Incorporated
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
PLTR / Palantir Technologies Inc.
MPWR / Monolithic Power Systems, Inc.
SXT / Sensient Technologies Corporation
VSH / Vishay Intertechnology, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CNQ / Canadian Natural Resources Limited
TRV / The Travelers Companies, Inc.
JPM / JPMorgan Chase & Co.
VST / Vistra Corp.
WAFD / WaFd, Inc
ADBE / Adobe Inc.
GOOGL / Alphabet Inc.
GE / General Electric Company
INTC / Intel Corporation
SPY / SPDR S&P 500 ETF
EME / EMCOR Group, Inc.
APG / APi Group Corporation
AZO / AutoZone, Inc.
BMY / Bristol-Myers Squibb Company
PYPL / PayPal Holdings, Inc.
META / Meta Platforms, Inc.
AMD / Advanced Micro Devices, Inc.
NOW / ServiceNow, Inc.
WTFC / Wintrust Financial Corporation
BX / Blackstone Inc.
CARR / Carrier Global Corporation
V / Visa Inc.
TSLA / Tesla, Inc.
MPC / Marathon Petroleum Corporation
ABT / Abbott Laboratories
C / Citigroup Inc.
HD / The Home Depot, Inc.
LNG / Cheniere Energy, Inc.
USB / U.S. Bancorp
UNH / UnitedHealth Group Incorporated
NEM / Newmont Corporation
MET / MetLife, Inc.
LHX / L3Harris Technologies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PK / Park Hotels & Resorts Inc.
EL / The Estée Lauder Companies Inc.
WSM / Williams-Sonoma, Inc.
NEE / NextEra Energy, Inc.
MCHP / Microchip Technology Incorporated
AJG / Arthur J. Gallagher & Co.
EBAY / eBay Inc.
PWR / Quanta Services, Inc.
DIS / The Walt Disney Company
TMO / Thermo Fisher Scientific Inc.
SO / The Southern Company
FCX / Freeport-McMoRan Inc.
TTWO / Take-Two Interactive Software, Inc.
LIN / Linde plc
L / Loews Corporation
KO / The Coca-Cola Company
ABBV / AbbVie Inc.
MDT / Medtronic plc
ZS / Zscaler, Inc.
AMTM / Amentum Holdings, Inc.
IBP / Installed Building Products, Inc.
DOV / Dover Corporation
AVGO / Broadcom Inc.
ROP / Roper Technologies, Inc.
GDDY / GoDaddy Inc.
DLTR / Dollar Tree, Inc.
COF / Capital One Financial Corporation
SYK / Stryker Corporation
MSCI / MSCI Inc.
CI / The Cigna Group
SPG / Simon Property Group, Inc.
SBUX / Starbucks Corporation
BG / Bunge Global SA
SSNC / SS&C Technologies Holdings, Inc.
PNR / Pentair plc
MRK / Merck & Co., Inc.
LII / Lennox International Inc.
HUBB / Hubbell Incorporated
ABNB / Airbnb, Inc.
CEG / Constellation Energy Corporation
KKR / KKR & Co. Inc.
NOC / Northrop Grumman Corporation
WM / Waste Management, Inc.
PEP / PepsiCo, Inc.
WELL / Welltower Inc.
XYL / Xylem Inc.
DGX / Quest Diagnostics Incorporated
LH / Labcorp Holdings Inc.
GEHC / GE HealthCare Technologies Inc.
IBM / International Business Machines Corporation
AAPL / Apple Inc.
VZ / Verizon Communications Inc.
OTEX / Open Text Corporation
IBKR / Interactive Brokers Group, Inc.
RELL / Richardson Electronics, Ltd.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
ITGR / Integer Holdings Corporation
GIS / General Mills, Inc.
CRM / Salesforce, Inc.
AEP / American Electric Power Company, Inc.
EMR / Emerson Electric Co.
PHIN / PHINIA Inc.
PM / Philip Morris International Inc.
PRU / Prudential Financial, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
LRCX / Lam Research Corporation
CROX / Crocs, Inc.
PAYX / Paychex, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
ANET / Arista Networks Inc
DE / Deere & Company
SAP / SAP SE - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
MCD / McDonald's Corporation
BSX / Boston Scientific Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
CSCO / Cisco Systems, Inc.
AMP / Ameriprise Financial, Inc.
WEN / The Wendy's Company
TJX / The TJX Companies, Inc.
MMM / 3M Company
SOLV / Solventum Corporation
FAST / Fastenal Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
AON / Aon plc
SHAK / Shake Shack Inc.
SUI / Sun Communities, Inc.
TSN / Tyson Foods, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
XOM / Exxon Mobil Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
K / Kellanova
MO / Altria Group, Inc.
ACM / AECOM
MA / Mastercard Incorporated
BKNG / Booking Holdings Inc.
OLED / Universal Display Corporation
PTC / PTC Inc.
RDNT / RadNet, Inc.
EXC / Exelon Corporation
HNI / HNI Corporation
ECL / Ecolab Inc.
ILMN / Illumina, Inc.
LXP / LXP Industrial Trust
NYT / The New York Times Company
LLY / Eli Lilly and Company
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
SLB / Schlumberger Limited
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
WMS / Advanced Drainage Systems, Inc.
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
ARE / Alexandria Real Estate Equities, Inc.
UAL / United Airlines Holdings, Inc.
ADI / Analog Devices, Inc.
BLK / BlackRock, Inc.
AMGN / Amgen Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
GXO / GXO Logistics, Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
PLNT / Planet Fitness, Inc.
NPO / Enpro Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
DT / Dynatrace, Inc.
RBA / RB Global, Inc.
TGT / Target Corporation
CMI / Cummins Inc.
CRH / CRH plc
ITRI / Itron, Inc.
VRSK / Verisk Analytics, Inc.
HAL / Halliburton Company
PRI / Primerica, Inc.
FCN / FTI Consulting, Inc.
BOOT / Boot Barn Holdings, Inc.
CDW / CDW Corporation
CLFD / Clearfield, Inc.
CMC / Commercial Metals Company
TRMK / Trustmark Corporation
LEA / Lear Corporation
GNTX / Gentex Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MS / Morgan Stanley
IRM / Iron Mountain Incorporated
DLR / Digital Realty Trust, Inc.
PB / Prosperity Bancshares, Inc.
BLD / TopBuild Corp.
CAG / Conagra Brands, Inc.
BERY / Berry Global Group, Inc.
HPQ / HP Inc.
HGV / Hilton Grand Vacations Inc.
NBIS / Nebius Group N.V.
MAT / Mattel, Inc.
COST / Costco Wholesale Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
LEVI / Levi Strauss & Co.
CTVA / Corteva, Inc.
EFX / Equifax Inc.
PSTG / Pure Storage, Inc.
BBY / Best Buy Co., Inc.
OMC / Omnicom Group Inc.
POST / Post Holdings, Inc.
RVTY / Revvity, Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
BIIB / Biogen Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
AXTA / Axalta Coating Systems Ltd.
MMC / Marsh & McLennan Companies, Inc.
TNL / Travel + Leisure Co.
RMBS / Rambus Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ED / Consolidated Edison, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
IR / Ingersoll Rand Inc.
HQY / HealthEquity, Inc.
MDLZ / Mondelez International, Inc.
AIT / Applied Industrial Technologies, Inc.
RF / Regions Financial Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ADC / Agree Realty Corporation
OKE / ONEOK, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
CTSH / Cognizant Technology Solutions Corporation
PARR / Par Pacific Holdings, Inc.
AFL / Aflac Incorporated
XEL / Xcel Energy Inc.
KFY / Korn Ferry
KMB / Kimberly-Clark Corporation
JXN / Jackson Financial Inc.
BEKE / KE Holdings Inc. - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
PPG / PPG Industries, Inc.
FND / Floor & Decor Holdings, Inc.
MANH / Manhattan Associates, Inc.
CVLT / Commvault Systems, Inc.
CBOE / Cboe Global Markets, Inc.
D / Dominion Energy, Inc.
FR / First Industrial Realty Trust, Inc.
BWA / BorgWarner Inc.
CCK / Crown Holdings, Inc.
VTRS / Viatris Inc.
CSL / Carlisle Companies Incorporated
AEIS / Advanced Energy Industries, Inc.
VMI / Valmont Industries, Inc.
KRG / Kite Realty Group Trust
SPXC / SPX Technologies, Inc.
SBCF / Seacoast Banking Corporation of Florida
MTB / M&T Bank Corporation
BANC / Banc of California, Inc.
AL / Air Lease Corporation
WBS / Webster Financial Corporation
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
KIM / Kimco Realty Corporation
REXR / Rexford Industrial Realty, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
LECO / Lincoln Electric Holdings, Inc.
WPC / W. P. Carey Inc.
SOFI / SoFi Technologies, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
UCB / United Community Banks, Inc.
CMCSA / Comcast Corporation
NWBI / Northwest Bancshares, Inc.
RHI / Robert Half Inc.
GD / General Dynamics Corporation
FLEX / Flex Ltd.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
RPM / RPM International Inc.
SNPS / Synopsys, Inc.
AWK / American Water Works Company, Inc.
TOL / Toll Brothers, Inc.
IBIT / iShares Bitcoin Trust ETF
ORCL / Oracle Corporation
CHD / Church & Dwight Co., Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
MAA / Mid-America Apartment Communities, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
BFOR / ALPS ETF Trust - Barron's 400 ETF
JBTM / JBT Marel Corporation
LW / Lamb Weston Holdings, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
PCH / PotlatchDeltic Corporation
BURL / Burlington Stores, Inc.
MC / Moelis & Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
MATX / Matson, Inc.
KLG / WK Kellogg Co
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GM / General Motors Company
ALLY / Ally Financial Inc.
REGN / Regeneron Pharmaceuticals, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
CLB / Core Laboratories Inc.
SBRA / Sabra Health Care REIT, Inc.
FOXA / Fox Corporation
INGR / Ingredion Incorporated
SSD / Simpson Manufacturing Co., Inc.
FAF / First American Financial Corporation
FLS / Flowserve Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ENB / Enbridge Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FBP / First BanCorp.
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
ZBH / Zimmer Biomet Holdings, Inc.
EQIX / Equinix, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
CHX / ChampionX Corporation
BA / The Boeing Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CHTR / Charter Communications, Inc.
PSMT / PriceSmart, Inc.
REX / REX American Resources Corporation
GLW / Corning Incorporated
ACA / Arcosa, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
T / AT&T Inc.
CCI / Crown Castle Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
EPRT / Essential Properties Realty Trust, Inc.
OGN / Organon & Co.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
OXY / Occidental Petroleum Corporation
PLD / Prologis, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
UBS / UBS Group AG
MTZ / MasTec, Inc.
IAK / iShares Trust - iShares U.S. Insurance ETF
G / Genpact Limited
FHN / First Horizon Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
BJ / BJ's Wholesale Club Holdings, Inc.
SHOP / Shopify Inc.
STT / State Street Corporation
PSA / Public Storage
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
COOP / Mr. Cooper Group Inc.
ATEC / Alphatec Holdings, Inc.
ALRM / Alarm.com Holdings, Inc.
SR / Spire Inc.
KLAC / KLA Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
SHW / The Sherwin-Williams Company
CDNS / Cadence Design Systems, Inc.
EBR / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
FSK / FS KKR Capital Corp.
OTIS / Otis Worldwide Corporation
CPB / The Campbell's Company
WHD / Cactus, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
CPRT / Copart, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BIO / Bio-Rad Laboratories, Inc.
ABCB / Ameris Bancorp
KMI / Kinder Morgan, Inc.
SMG / The Scotts Miracle-Gro Company
LAD / Lithia Motors, Inc.
PCTY / Paylocity Holding Corporation
WMB / The Williams Companies, Inc.
XYZ / Block, Inc.
FN / Fabrinet
TPL / Texas Pacific Land Corporation
FDX / FedEx Corporation
INFY / Infosys Limited - Depositary Receipt (Common Stock)
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ES / Eversource Energy
CME / CME Group Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
EAT / Brinker International, Inc.
KBH / KB Home
ISRG / Intuitive Surgical, Inc.
BNS / The Bank of Nova Scotia
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VTR / Ventas, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MTH / Meritage Homes Corporation
BRBR / BellRing Brands, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ANIP / ANI Pharmaceuticals, Inc.
WMT / Walmart Inc.
CNC / Centene Corporation
RELY / Remitly Global, Inc.
BDX / Becton, Dickinson and Company
TGNA / TEGNA Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
TSCO / Tractor Supply Company
TDW / Tidewater Inc.
ET / Energy Transfer LP - Limited Partnership
URI / United Rentals, Inc.
TOST / Toast, Inc.
AXP / American Express Company
ELV / Elevance Health, Inc.
RNR / RenaissanceRe Holdings Ltd.
KDP / Keurig Dr Pepper Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
SCI / Service Corporation International
APH / Amphenol Corporation
LULU / lululemon athletica inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GEN / Gen Digital Inc.
QQQ / Invesco QQQ Trust, Series 1
KVUE / Kenvue Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AMH / American Homes 4 Rent
UNM / Unum Group
TPH / Tri Pointe Homes, Inc.
BMO / Bank of Montreal
NYMT / New York Mortgage Trust, Inc.
CRWD / CrowdStrike Holdings, Inc.
BOH / Bank of Hawaii Corporation
KRC / Kilroy Realty Corporation
TD / The Toronto-Dominion Bank
BXMT / Blackstone Mortgage Trust, Inc.
PLXS / Plexus Corp.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SMP / Standard Motor Products, Inc.
RXO / RXO, Inc.
PGR / The Progressive Corporation
WAB / Westinghouse Air Brake Technologies Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CVCO / Cavco Industries, Inc.
GOOG / Alphabet Inc.
PFGC / Performance Food Group Company
INSM / Insmed Incorporated
GKOS / Glaukos Corporation
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
J / Jacobs Solutions Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
AIG / American International Group, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
HON / Honeywell International Inc.
CMG / Chipotle Mexican Grill, Inc.
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DEI / Douglas Emmett, Inc.
TTEK / Tetra Tech, Inc.
JNJ / Johnson & Johnson
ARCC / Ares Capital Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NLY / Annaly Capital Management, Inc.
CVX / Chevron Corporation
VGM / Invesco Trust for Investment Grade Municipals
MCK / McKesson Corporation
LAMR / Lamar Advertising Company
ADM / Archer-Daniels-Midland Company
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
RY / Royal Bank of Canada
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ETN / Eaton Corporation plc
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BN / Brookfield Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
ITT / ITT Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AEM / Agnico Eagle Mines Limited
FBK / FB Financial Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
APTV / Aptiv PLC
ASB / Associated Banc-Corp
BTC / Grayscale Bitcoin Mini Trust
IYE / iShares Trust - iShares U.S. Energy ETF
HSY / The Hershey Company
KEY / KeyCorp
MGEE / MGE Energy, Inc.
ABM / ABM Industries Incorporated
IOO / iShares Trust - iShares Global 100 ETF
BRK.B / Berkshire Hathaway Inc.
DY / Dycom Industries, Inc.
BAC / Bank of America Corporation
HST / Host Hotels & Resorts, Inc.
VFC / V.F. Corporation
RTX / RTX Corporation
NXPI / NXP Semiconductors N.V.
TOLZ / ProShares Trust - ProShares DJ Brookfield Global Infrastructure ETF
PSX / Phillips 66
NKE / NIKE, Inc.
BMI / Badger Meter, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
ACN / Accenture plc
LMT / Lockheed Martin Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MQT / BlackRock MuniYield Quality Fund II, Inc.
VOYA / Voya Financial, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
KNSL / Kinsale Capital Group, Inc.
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
BK / The Bank of New York Mellon Corporation
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AVNT / Avient Corporation
PNC / The PNC Financial Services Group, Inc.
MFC / Manulife Financial Corporation
RGA / Reinsurance Group of America, Incorporated
AMAT / Applied Materials, Inc.
WFC / Wells Fargo & Company
AYI / Acuity Inc.
CB / Chubb Limited
LPLA / LPL Financial Holdings Inc.
LNC / Lincoln National Corporation
WSO / Watsco, Inc.
CNI / Canadian National Railway Company
OHI / Omega Healthcare Investors, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
DOC / Healthpeak Properties, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
AMT / American Tower Corporation
FIS / Fidelity National Information Services, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
TPR / Tapestry, Inc.
UNP / Union Pacific Corporation
NI / NiSource Inc.
CPKC N / Canadian Pacific Kansas City Limited
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
MRVL / Marvell Technology, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MAC / The Macerich Company
RS / Reliance, Inc.
FMC / FMC Corporation
BCC / Boise Cascade Company
SGU / Star Group, L.P. - Limited Partnership
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
BWXT / BWX Technologies, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
GBTC / Grayscale Bitcoin Trust (BTC)
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
INTU / Intuit Inc.
APD / Air Products and Chemicals, Inc.
WFRD / Weatherford International plc
CARG / CarGurus, Inc.
FFIV / F5, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ARMK / Aramark
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CF / CF Industries Holdings, Inc.
FUL / H.B. Fuller Company
APLE / Apple Hospitality REIT, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FBNC / First Bancorp
ADP / Automatic Data Processing, Inc.
GMS / GMS Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
WY / Weyerhaeuser Company
ETSY / Etsy, Inc.
ELME / Elme Communities
PFE / Pfizer Inc.
MPW / Medical Properties Trust, Inc.
EW / Edwards Lifesciences Corporation
LUMN / Lumen Technologies, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
COP / ConocoPhillips
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ROST / Ross Stores, Inc.
IP / International Paper Company
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CCEP / Coca-Cola Europacific Partners PLC
TAP / Molson Coors Beverage Company
CTAS / Cintas Corporation
NVDA / NVIDIA Corporation
MHO / M/I Homes, Inc.
TEX / Terex Corporation
SRE / Sempra
RGEN / Repligen Corporation
FTNT / Fortinet, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
HCAT / Health Catalyst, Inc.
CBU / Community Financial System, Inc.
UGI / UGI Corporation
EWBC / East West Bancorp, Inc.
HLT / Hilton Worldwide Holdings Inc.
CSX / CSX Corporation
OVV / Ovintiv Inc.
NSIT / Insight Enterprises, Inc.
TMDX / TransMedics Group, Inc.
ALL / The Allstate Corporation
BKR / Baker Hughes Company
EXAS / Exact Sciences Corporation
AVB / AvalonBay Communities, Inc.
CADE / Cadence Bank
STEP / StepStone Group Inc.
TFC / Truist Financial Corporation
LNW / Light & Wonder, Inc.
YUMC / Yum China Holdings, Inc.
CHKP / Check Point Software Technologies Ltd.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TKR / The Timken Company
GLPI / Gaming and Leisure Properties, Inc.
ATI / ATI Inc.
EVRG / Evergy, Inc.
HBAN / Huntington Bancshares Incorporated
DECK / Deckers Outdoor Corporation
BHF / Brighthouse Financial, Inc.
TMUS / T-Mobile US, Inc.
MSFT / Microsoft Corporation