+43
New
43
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | HCA Healthcare Inc | HCA | Feb 2026 | 9,962 | $5.3M | 4.87% | EC |
| 2 | Comfort Systems USA Inc | FIX | Feb 2026 | 3,103 | $4.4M | 4.09% | EC |
| 3 | Medpace Holdings Inc | MEDP | Feb 2026 | 8,343 | $3.8M | 3.48% | EC |
| 4 | NRG Energy Inc | NRG | Feb 2026 | 20,228 | $3.6M | 3.34% | EC |
| 5 | Victory Capital Holdings Inc | VCTR | Feb 2026 | 51,257 | $3.5M | 3.27% | EC |
| 6 | Fabrinet | FN | Feb 2026 | 6,221 | $3.4M | 3.13% | EC |
| 7 | Houlihan Lokey Inc | HLI | Feb 2026 | 19,819 | $3.2M | 2.99% | EC |
| 8 | Fortinet Inc | FTNT | Feb 2026 | 40,247 | $3.2M | 2.93% | EC |
| 9 | LPL Financial Holdings Inc | LPLA | Feb 2026 | 10,373 | $3.1M | 2.87% | EC |
| 10 | TopBuild Corp | BLD | Feb 2026 | 6,773 | $3.0M | 2.80% | EC |
| 11 | US Foods Holding Corp | USFD | Feb 2026 | 30,378 | $2.9M | 2.71% | EC |
| 12 | Somnigroup International Inc | SGI | Feb 2026 | 32,672 | $2.9M | 2.70% | EC |
| 13 | AMETEK Inc | AME | Feb 2026 | 11,635 | $2.8M | 2.57% | EC |
| 14 | Vertiv Holdings Co | VRT | Feb 2026 | 10,807 | $2.8M | 2.54% | EC |
| 15 | Monolithic Power Systems Inc | MPWR | Feb 2026 | 2,407 | $2.8M | 2.54% | EC |
| 16 | Cintas Corp | CTAS | Feb 2026 | 13,395 | $2.7M | 2.49% | EC |
| 17 | DR Horton Inc | DHI | Feb 2026 | 16,648 | $2.7M | 2.46% | EC |
| 18 | United Rentals Inc | URI | Feb 2026 | 3,139 | $2.6M | 2.43% | EC |
| 19 | Axos Financial Inc | AX | Feb 2026 | 29,316 | $2.5M | 2.35% | EC |
| 20 | Federal Signal Corp | FSS | Feb 2026 | 21,570 | $2.5M | 2.32% | EC |
| 21 | Woodward Inc | WWD | Feb 2026 | 6,365 | $2.5M | 2.27% | EC |
| 22 | Ferguson Enterprises Inc | FERG | Feb 2026 | 9,428 | $2.5M | 2.27% | EC |
| 23 | TechnipFMC PLC | FTI | Feb 2026 | 37,022 | $2.5M | 2.26% | EC |
| 24 | Hilton Worldwide Holdings Inc | HLT | Feb 2026 | 7,692 | $2.4M | 2.21% | EC |
| 25 | UL Solutions Inc | ULS | Feb 2026 | 28,521 | $2.4M | 2.21% | EC |
| 26 | Agilent Technologies Inc | A | Feb 2026 | 18,548 | $2.3M | 2.08% | EC |
| 27 | Murphy USA Inc | MUSA | Feb 2026 | 5,662 | $2.2M | 2.04% | EC |
| 28 | International Flavors & Fragrances Inc | IFF | Feb 2026 | 26,686 | $2.2M | 2.02% | EC |
| 29 | Patrick Industries Inc | PATK | Feb 2026 | 17,580 | $2.2M | 2.01% | EC |
| 30 | FirstService Corp | FSV | Feb 2026 | 13,644 | $2.1M | 1.98% | EC |
| 31 | CACI International Inc | CACI | Feb 2026 | 3,419 | $2.1M | 1.92% | EC |
| 32 | Colliers International Group Inc | CIGI | Feb 2026 | 17,419 | $2.1M | 1.91% | EC |
| 33 | Casella Waste Systems Inc | CWST | Feb 2026 | 21,857 | $2.0M | 1.88% | EC |
| 34 | Addus HomeCare Corp | ADUS | Feb 2026 | 19,522 | $2.0M | 1.86% | EC |
| 35 | HEICO Corp | HEI/A | Feb 2026 | 8,300 | $2.0M | 1.84% | EC |
| 36 | RLI Corp | RLI | Feb 2026 | 31,466 | $2.0M | 1.81% | EC |
| 37 | OneMain Holdings Inc | OMF | Feb 2026 | 33,932 | $1.9M | 1.72% | EC |
| 38 | Descartes Systems Group Inc/The | DSGX | Feb 2026 | 27,143 | $1.8M | 1.66% | EC |
| 39 | First American Government Obligations Fund | FGXXX | Feb 2026 | 1,538,700 | $1.5M | 1.42% | STIV |
| 40 | Hamilton Lane Inc | HLNE | Feb 2026 | 14,513 | $1.5M | 1.40% | EC |
| 41 | Tyler Technologies Inc | TYL | Feb 2026 | 3,607 | $1.3M | 1.18% | EC |
| 42 | CorVel Corp | CRVL | Feb 2026 | 15,073 | $777K | 0.72% | EC |
| 43 | Coinbase Global Inc | COIN | Feb 2026 | 2,736 | $481K | 0.44% | EC |