+81
New
81
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | Apr 2025 | 161,150 | $17.6M | 5.26% | EC |
| 2 | Howmet Aerospace Inc | HWM | Apr 2025 | 117,031 | $16.2M | 4.86% | EC |
| 3 | Autodesk Inc | ADSK | Apr 2025 | 57,141 | $15.7M | 4.69% | EC |
| 4 | QUALCOMM Inc | QCOM | Apr 2025 | 104,747 | $15.6M | 4.66% | EC |
| 5 | Federated Hermes Inc | FHI | Apr 2025 | 347,578 | $14.1M | 4.23% | EC |
| 6 | Amphenol Corp | APH | Apr 2025 | 167,665 | $12.9M | 3.87% | EC |
| 7 | KLA CORP | KLAC | Apr 2025 | 18,280 | $12.8M | 3.85% | EC |
| 8 | Centene Corp | CNC | Apr 2025 | 205,209 | $12.3M | 3.68% | EC |
| 9 | JPMORGAN CHASE & CO. | JPM | Apr 2025 | 49,222 | $12.0M | 3.61% | EC |
| 10 | Exelixis Inc | EXEL | Apr 2025 | 297,625 | $11.7M | 3.49% | EC |
| 11 | Fortinet Inc | FTNT | Apr 2025 | 105,720 | $11.0M | 3.29% | EC |
| 12 | Fox Corp | FOXA | Apr 2025 | 202,195 | $10.1M | 3.02% | EC |
| 13 | Moody's Corp | MCO | Apr 2025 | 18,238 | $8.3M | 2.48% | EC |
| 14 | Genpact Ltd | G | Apr 2025 | 157,402 | $7.9M | 2.37% | EC |
| 15 | Alphabet Inc | GOOGL | Apr 2025 | 41,867 | $6.6M | 1.99% | EC |
| 16 | Meta Platforms Inc | META | Apr 2025 | 11,679 | $6.4M | 1.92% | EC |
| 17 | Bank of New York Mellon Corp/The | BK | Apr 2025 | 77,554 | $6.2M | 1.87% | EC |
| 18 | Cal-Maine Foods Inc | CALM | Apr 2025 | 66,299 | $6.2M | 1.85% | EC |
| 19 | Williams-Sonoma Inc | WSM | Apr 2025 | 35,679 | $5.5M | 1.65% | EC |
| 20 | Stride Inc | LRN | Apr 2025 | 35,627 | $5.1M | 1.52% | EC |
| 21 | Lululemon Athletica Inc | LULU | Apr 2025 | 17,358 | $4.7M | 1.41% | EC |
| 22 | McKesson Corp | MCK | Apr 2025 | 6,490 | $4.6M | 1.39% | EC |
| 23 | Omega Healthcare Investors Inc | OHI | Apr 2025 | 114,569 | $4.5M | 1.34% | RE |
| 24 | Arista Networks Inc | ANET | Apr 2025 | 53,305 | $4.4M | 1.31% | EC |
| 25 | Wells Fargo & Co | WFC | Apr 2025 | 49,657 | $3.5M | 1.06% | EC |
| 26 | Cisco Systems Inc | CSCO | Apr 2025 | 57,501 | $3.3M | 0.99% | EC |
| 27 | CVS Health Corp | CVS | Apr 2025 | 47,883 | $3.2M | 0.96% | EC |
| 28 | Palantir Technologies Inc | PLTR | Apr 2025 | 25,714 | $3.0M | 0.91% | EC |
| 29 | BellRing Brands Inc | BRBR | Apr 2025 | 35,174 | $2.7M | 0.81% | EC |
| 30 | Leidos Holdings Inc | LDOS | Apr 2025 | 18,160 | $2.7M | 0.80% | EC |
| 31 | NewMarket Corp | NEU | Apr 2025 | 4,104 | $2.5M | 0.76% | EC |
| 32 | Synchrony Financial | SYF | Apr 2025 | 47,079 | $2.4M | 0.73% | EC |
| 33 | Doximity Inc | DOCS | Apr 2025 | 40,354 | $2.3M | 0.69% | EC |
| 34 | AppLovin Corp | APP | Apr 2025 | 8,358 | $2.3M | 0.67% | EC |
| 35 | EMCOR Group Inc | EME | Apr 2025 | 5,512 | $2.2M | 0.66% | EC |
| 36 | Exelon Corp | EXC | Apr 2025 | 44,690 | $2.1M | 0.63% | EC |
| 37 | Cencora Inc | COR | Apr 2025 | 6,958 | $2.0M | 0.61% | EC |
| 38 | Tapestry Inc | TPR | Apr 2025 | 28,646 | $2.0M | 0.61% | EC |
| 39 | Dutch Bros Inc | BROS | Apr 2025 | 33,469 | $2.0M | 0.60% | EC |
| 40 | Waste Management Inc | WM | Apr 2025 | 8,559 | $2.0M | 0.60% | EC |
| 41 | Uber Technologies Inc | UBER | Apr 2025 | 24,005 | $1.9M | 0.58% | EC |
| 42 | Virtu Financial Inc | VIRT | Apr 2025 | 48,972 | $1.9M | 0.57% | EC |
| 43 | Travelers Cos Inc/The | TRV | Apr 2025 | 7,102 | $1.9M | 0.56% | EC |
| 44 | Urban Outfitters Inc | URBN | Apr 2025 | 35,380 | $1.9M | 0.56% | EC |
| 45 | PTC Therapeutics Inc | PTCT | Apr 2025 | 37,443 | $1.9M | 0.56% | EC |
| 46 | EQT Corp | EQT | Apr 2025 | 37,023 | $1.8M | 0.55% | EC |
| 47 | Palo Alto Networks Inc | PANW | Apr 2025 | 9,517 | $1.8M | 0.53% | EC |
| 48 | Motorola Solutions Inc | MSI | Apr 2025 | 4,022 | $1.8M | 0.53% | EC |
| 49 | Ralph Lauren Corp | RL | Apr 2025 | 7,832 | $1.8M | 0.53% | EC |
| 50 | Chubb Ltd | CB | Apr 2025 | 6,109 | $1.7M | 0.52% | EC |
| 51 | Charles Schwab Corp/The | SCHW | Apr 2025 | 21,470 | $1.7M | 0.52% | EC |
| 52 | Kinder Morgan Inc | KMI | Apr 2025 | 66,199 | $1.7M | 0.52% | EC |
| 53 | Manulife Financial Corp | MFC | Apr 2025 | 56,169 | $1.7M | 0.52% | EC |
| 54 | Brown & Brown Inc | BRO | Apr 2025 | 15,135 | $1.7M | 0.50% | EC |
| 55 | General Electric Co | GE | Apr 2025 | 8,304 | $1.7M | 0.50% | EC |
| 56 | Cardinal Health Inc | CAH | Apr 2025 | 11,718 | $1.7M | 0.50% | EC |
| 57 | Morgan Stanley | MS | Apr 2025 | 13,819 | $1.6M | 0.48% | EC |
| 58 | Supernus Pharmaceuticals Inc | SUPN | Apr 2025 | 48,799 | $1.6M | 0.47% | EC |
| 59 | Expeditors International of Washington Inc | EXPD | Apr 2025 | 14,368 | $1.6M | 0.47% | EC |
| 60 | Darden Restaurants Inc | DRI | Apr 2025 | 7,866 | $1.6M | 0.47% | EC |
| 61 | State Street Corp | STT | Apr 2025 | 17,822 | $1.6M | 0.47% | EC |
| 62 | Primerica Inc | PRI | Apr 2025 | 5,900 | $1.5M | 0.46% | EC |
| 63 | Lam Research Corp | LRCX | Apr 2025 | 21,538 | $1.5M | 0.46% | EC |
| 64 | Allison Transmission Holdings Inc | ALSN | Apr 2025 | 16,627 | $1.5M | 0.46% | EC |
| 65 | Cboe Global Markets Inc | CBOE | Apr 2025 | 6,847 | $1.5M | 0.45% | EC |
| 66 | Lamar Advertising Co | LAMR | Apr 2025 | 13,325 | $1.5M | 0.45% | RE |
| 67 | Northern Trust Corp | NTRS | Apr 2025 | 16,122 | $1.5M | 0.45% | EC |
| 68 | ELEVANCE HEALTH INC | ELV | Apr 2025 | 3,561 | $1.5M | 0.45% | EC |
| 69 | Yum! Brands Inc | YUM | Apr 2025 | 9,902 | $1.5M | 0.45% | EC |
| 70 | Accenture PLC | ACN | Apr 2025 | 4,806 | $1.4M | 0.43% | EC |
| 71 | Broadcom Inc | AVGO | Apr 2025 | 7,467 | $1.4M | 0.43% | EC |
| 72 | First American Government Obligations Fund | FGXXX | Apr 2025 | 1,204,408 | $1.2M | 0.36% | STIV |
| 73 | Trane Technologies PLC | TT | Apr 2025 | 2,939 | $1.1M | 0.34% | EC |
| 74 | Sprouts Farmers Market Inc | SFM | Apr 2025 | 5,910 | $1.0M | 0.30% | EC |
| 75 | UGI Corp | UGI | Apr 2025 | 29,513 | $968K | 0.29% | EC |
| 76 | ULTA BEAUTY INC | ULTA | Apr 2025 | 2,336 | $924K | 0.28% | EC |
| 77 | Gilead Sciences Inc | GILD | Apr 2025 | 8,659 | $923K | 0.28% | EC |
| 78 | Protagonist Therapeutics Inc | PTGX | Apr 2025 | 18,555 | $850K | 0.25% | EC |
| 79 | Linde PLC | LIN | Apr 2025 | 1,830 | $829K | 0.25% | EC |
| 80 | AbbVie Inc | ABBV | Apr 2025 | 4,234 | $826K | 0.25% | EC |
| 81 | Portland General Electric Co | POR | Apr 2025 | 19,246 | $811K | 0.24% | EC |