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SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $3.5B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 LOWES COS INC 1,394,593.0 $336.3M 9.50% NEW $241.16
2 NVDA NVIDIA CORPORATION Technology 1,420,358.0 $264.9M 7.48% NEW $186.50 +26.4%
3 AAPL APPLE INC Technology 964,223.0 $262.1M 7.40% NEW $271.86 +10.4%
4 GOOGL ALPHABET INC Communication Services 767,305.0 $240.6M 6.79% NEW $313.52 +27.9%
5 MSFT MICROSOFT CORP Technology 389,632.0 $188.4M 5.32% NEW $483.62 -15.3%
6 PLTR PALANTIR TECHNOLOGIES INC Technology 638,251.0 $113.4M 3.20% NEW $177.75 -24.8%
7 AMZN AMAZON COM INC Consumer Cyclical 480,474.0 $110.9M 3.13% NEW $230.82 +14.4%
8 META META PLATFORMS INC Communication Services 156,059.0 $103.0M 2.91% NEW $660.09 -6.3%
9 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 172,068.0 $94.0M 2.65% NEW $546.49 +129875.5%
10 LLY ELI LILLY & CO Healthcare 79,255.0 $85.2M 2.40% NEW $1074.68 -6.3%
11 JPM JPMORGAN CHASE & CO. Financial Services 240,983.0 $77.6M 2.19% NEW $322.22 -6.9%
12 BANK AMERICA CORP 1,126,924.0 $62.0M 1.75% NEW $55.00
13 MU MICRON TECHNOLOGY INC Technology 206,483.0 $59.0M 1.67% NEW $285.52 +171.8%
14 AMD ADVANCED MICRO DEVICES INC Technology 263,263.0 $56.4M 1.59% NEW $214.16 +98.0%
15 GSG ISHARES SILVER TR Financial Services 339,359.0 $44.1M 1.24% NEW $129.84 -73.7%
16 PEP PEPSICO INC Consumer Defensive 284,874.0 $41.2M 1.16% NEW $144.65 +2.8%
17 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 644,772.0 $40.4M 1.14% NEW $62.66 +2.2%
18 RTX RTX CORPORATION Industrials 219,927.0 $40.3M 1.14% NEW $183.40 -4.2%
19 VOO ASTERA LABS INC 194,089.0 $37.7M 1.06% NEW $194.29 +249.7%
20 WMT WALMART INC Consumer Defensive 334,890.0 $37.3M 1.05% NEW $111.41 +18.9%
21 JNJ JOHNSON & JOHNSON Healthcare 177,770.0 $36.8M 1.04% NEW $206.95 +11.5%
22 ISRG INTUITIVE SURGICAL INC Healthcare 61,958.0 $35.1M 0.99% NEW $566.36 -24.4%
23 NU HLDGS LTD 2,087,012.0 $34.9M 0.99% NEW $16.74
24 ABBV ABBVIE INC Healthcare 131,607.0 $30.1M 0.85% NEW $228.49 -7.9%
25 V VISA INC Financial Services 80,813.0 $28.3M 0.80% NEW $350.71 -8.0%
26 CAT CATERPILLAR INC Industrials 49,130.0 $28.1M 0.80% NEW $572.87 +55.1%
27 LEN.B LENNAR CORP Industrials 261,972.0 $26.9M 0.76% NEW $102.80 -16.0%
28 SCHX SCHWAB STRATEGIC TR 937,188.0 $25.2M 0.71% NEW $26.91 +7.9%
29 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 81,844.0 $24.9M 0.70% NEW $303.99 +37.4%
30 MGK VANGUARD WORLD FD 54,891.0 $22.7M 0.64% NEW $412.77 -78.5%
31 SW SMURFIT WESTROCK PLC Consumer Cyclical 554,057.0 $21.4M 0.60% NEW $38.67 +3.5%
32 ACN ACCENTURE PLC IRELAND Technology 78,202.0 $21.0M 0.59% NEW $268.30 -37.1%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 24,132.0 $20.8M 0.59% NEW $862.33 +20.7%
34 CSCO CISCO SYS INC Technology 269,373.0 $20.7M 0.59% NEW $77.03 +50.0%
35 LRGF SPDR S&P 500 ETF TR 29,945.0 $20.5M 0.58% NEW $683.57 -89.2%
36 VO VANGUARD INDEX FDS 70,071.0 $20.3M 0.57% NEW $290.22 -73.6%
37 MRK MERCK & CO INC Healthcare 188,483.0 $20.0M 0.56% NEW $106.00 +7.0%
38 QCOM QUALCOMM INC Technology 113,462.0 $19.4M 0.55% NEW $171.05 +17.0%
39 VB VANGUARD INDEX FDS 74,674.0 $19.3M 0.54% NEW $257.95 +9.3%
40 SCHM SCHWAB STRATEGIC TR 634,996.0 $19.1M 0.54% NEW $30.07 +12.9%
41 BSX BOSTON SCIENTIFIC CORP Healthcare 196,072.0 $18.7M 0.53% NEW $95.35 -44.8%
42 MCD MCDONALDS CORP Consumer Cyclical 52,827.0 $16.1M 0.46% NEW $305.63 -10.0%
43 PG PROCTER AND GAMBLE CO Consumer Defensive 103,608.0 $14.8M 0.42% NEW $143.31 -0.4%
44 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 176,452.0 $14.5M 0.41% NEW $82.02 -23.6%
45 TFC TRUIST FINL CORP Financial Services 274,601.0 $13.5M 0.38% NEW $49.21 -4.2%
46 BCPC BALCHEM CORP Basic Materials 76,345.0 $11.7M 0.33% NEW $153.36 +3.7%
47 CBNK CAPITAL GROUP CORE EQUITY ET Financial Services 65,186.0 $11.6M 0.33% NEW $177.96 -83.1%
48 AVGO BROADCOM INC Technology 32,718.0 $11.3M 0.32% NEW $346.10 +22.9%
49 AAL AMERICAN ELEC PWR CO INC Industrials 86,829.0 $11.1M 0.31% NEW $128.21 -90.4%
50 UI UBIQUITI INC Technology 20,021.0 $11.1M 0.31% NEW $553.35 +19.3%
51 MMM 3M CO Industrials 68,459.0 $11.0M 0.31% NEW $160.10 -9.4%
52 XOM EXXON MOBIL CORP Energy 90,501.0 $10.9M 0.31% NEW $120.34 +27.0%
53 ETN EATON CORP PLC Industrials 32,471.0 $10.3M 0.29% NEW $318.51 +28.1%
54 AMGN AMGEN INC Healthcare 29,934.0 $9.8M 0.28% NEW $327.31 -0.3%
55 ABT ABBOTT LABS Healthcare 77,246.0 $9.7M 0.27% NEW $125.29 -32.6%
56 KMI KINDER MORGAN INC DEL Energy 348,156.0 $9.6M 0.27% NEW $27.49 +21.5%
57 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16,460.0 $9.5M 0.27% NEW $579.58 -22.7%
58 MRVL MARVELL TECHNOLOGY INC Technology 111,010.0 $9.4M 0.27% NEW $84.98 +114.9%
59 IVR INVESCO EXCH TRADED FD TR II Real Estate 45,756.0 $9.2M 0.26% NEW $201.18 -96.0%
60 HIMS HIMS & HERS HEALTH INC Healthcare 267,633.0 $8.7M 0.24% NEW $32.47 -25.3%
61 SCHA SCHWAB STRATEGIC TR 304,128.0 $8.7M 0.24% NEW $28.48 +14.4%
62 HON HONEYWELL INTL INC Industrials 43,496.0 $8.5M 0.24% NEW $195.09 +11.6%
63 EFSC ENTERPRISE PRODS PARTNERS L Financial Services 254,426.0 $8.2M 0.23% NEW $32.06 +85.2%
64 HD HOME DEPOT INC Consumer Cyclical 23,299.0 $8.0M 0.23% NEW $344.11 -11.6%
65 RIO RIO TINTO PLC Basic Materials 99,483.0 $8.0M 0.23% NEW $80.03 +36.9%
66 ASML ASML HOLDING N V Technology 7,435.0 $8.0M 0.23% NEW $1069.86 +40.4%
67 KBH KB HOME Consumer Cyclical 138,720.0 $7.8M 0.22% NEW $56.41 -16.9%
68 ENB ENBRIDGE INC Energy 159,200.0 $7.6M 0.21% NEW $47.83 +17.5%
69 CRWD CROWDSTRIKE HLDGS INC Technology 16,033.0 $7.5M 0.21% NEW $468.76 +23.7%
70 HUBB HUBBELL INC Industrials 16,690.0 $7.4M 0.21% NEW $444.11 +8.5%
71 CCEP COCA COLA CO Consumer Defensive 105,661.0 $7.4M 0.21% NEW $69.91 +27.8%
72 ORCL ORACLE CORP Technology 34,766.0 $6.8M 0.19% NEW $194.91 +0.4%
73 FDX FEDEX CORP Industrials 23,292.0 $6.8M 0.19% NEW $290.29 +30.9%
74 WM WASTE MGMT INC DEL Industrials 29,888.0 $6.6M 0.18% NEW $219.71 -0.4%
75 IRM IRON MTN INC DEL Real Estate 77,478.0 $6.4M 0.18% NEW $83.09 +53.8%
76 ET ENERGY TRANSFER L P Energy 383,301.0 $6.3M 0.18% NEW $16.49 +23.5%
77 TT TRANE TECHNOLOGIES PLC Industrials 16,178.0 $6.3M 0.18% NEW $389.20 +23.8%
78 GS GOLDMAN SACHS GROUP INC Financial Services 7,054.0 $6.2M 0.17% NEW $879.00 +10.2%
79 VIGI VANGUARD SPECIALIZED FUNDS 27,371.0 $6.0M 0.17% NEW $219.78 -58.1%
80 PBR.A PETROLEO BRASILEIRO SA PETRO 502,831.0 $6.0M 0.17% NEW $11.86 +66.1%
81 CL COLGATE PALMOLIVE CO Consumer Defensive 75,442.0 $6.0M 0.17% NEW $79.02 +11.5%
82 PSX PHILLIPS 66 Energy 46,041.0 $5.9M 0.17% NEW $129.04 +32.9%
83 TSLA TESLA INC Consumer Cyclical 12,473.0 $5.6M 0.16% NEW $449.72 -1.4%
84 MDLZ MONDELEZ INTL INC Consumer Defensive 101,728.0 $5.5M 0.16% NEW $54.32 +12.2%
85 MS MORGAN STANLEY Financial Services 30,905.0 $5.5M 0.15% NEW $177.53 +9.6%
86 NEE NEXTERA ENERGY INC Utilities 66,839.0 $5.4M 0.15% NEW $80.28 +19.2%
87 ARCC ARES CAPITAL CORP Financial Services 257,855.0 $5.2M 0.15% NEW $20.23 -6.6%
88 VUSB VANGUARD BD INDEX FDS 102,239.0 $5.1M 0.14% NEW $49.84 -0.3%
89 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 104,283.0 $5.1M 0.14% NEW $48.58 +78.7%
90 CVX CHEVRON CORP NEW Energy 32,424.0 $4.9M 0.14% NEW $152.41 +22.5%
91 MELI MERCADOLIBRE INC Consumer Cyclical 2,399.0 $4.8M 0.14% NEW $2014.26 -20.2%
92 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,438.0 $4.6M 0.13% NEW $622.66 -7.6%
93 SON SONOCO PRODS CO Consumer Cyclical 105,765.0 $4.6M 0.13% NEW $43.64 +13.2%
94 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,300.0 $4.6M 0.13% NEW $1394.19 -25.3%
95 DYCOM INDS INC 13,332.0 $4.5M 0.13% NEW $337.90
96 VBIL VANGUARD INSTL INDEX FD 57,672.0 $4.4M 0.12% NEW $75.43 +0.2%
97 PNC FINL SVCS GROUP INC 20,465.0 $4.3M 0.12% NEW $208.73
98 OBDC BLUE OWL CAPITAL CORPORATION Financial Services 342,130.0 $4.3M 0.12% NEW $12.45 -9.6%
99 PRICE T ROWE GROUP INC 41,256.0 $4.2M 0.12% NEW $102.38
100 MKL MARKEL GROUP INC Financial Services 1,946.0 $4.2M 0.12% NEW $2149.65 -14.1%
101 CARTERS INC 125,115.0 $4.1M 0.12% NEW $32.43
102 TXT TEXTRON INC Industrials 46,524.0 $4.1M 0.12% NEW $87.17 +5.0%
103 AMLP ALPS ETF TR 84,497.0 $4.0M 0.11% NEW $47.02 +15.0%
104 JPST J P MORGAN EXCHANGE TRADED F 77,719.0 $3.9M 0.11% NEW $50.77 -0.5%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 23,415.0 $3.8M 0.11% NEW $161.86 +18.5%
106 NTRA NATERA INC Healthcare 16,280.0 $3.7M 0.10% NEW $229.09 -14.0%
107 DUK DUKE ENERGY CORP NEW Utilities 31,248.0 $3.7M 0.10% NEW $117.21 +6.1%
108 KMB KIMBERLY-CLARK CORP Consumer Defensive 35,568.0 $3.7M 0.10% NEW $102.96 -6.1%
109 SCHB SCHWAB STRATEGIC TR 135,299.0 $3.5M 0.10% NEW $26.23 +8.3%
110 C CITIGROUP INC Financial Services 29,837.0 $3.5M 0.10% NEW $116.69 +5.8%
111 HBAN HUNTINGTON BANCSHARES INC Financial Services 197,982.0 $3.5M 0.10% NEW $17.50 -11.4%
112 NOW SERVICENOW INC Technology 22,482.0 $3.4M 0.10% NEW $153.19 -40.9%
113 CVS CVS HEALTH CORP Healthcare 42,348.0 $3.4M 0.10% NEW $79.36 +22.4%
114 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 34,262.0 $3.4M 0.10% NEW $97.90 +19.5%
115 SYY SYSCO CORP Consumer Defensive 45,089.0 $3.3M 0.09% NEW $73.69 -0.9%
116 SCHF SCHWAB STRATEGIC TR 136,993.0 $3.3M 0.09% NEW $24.04 +11.1%
117 HERC HLDGS INC 22,121.0 $3.3M 0.09% NEW $148.38
118 GE GE AEROSPACE Industrials 10,217.0 $3.2M 0.09% NEW $308.37 -5.5%
119 CYBERARK SOFTWARE LTD 7,042.0 $3.1M 0.09% NEW $446.06
120 UNH UNITEDHEALTH GROUP INC Healthcare 9,183.0 $3.0M 0.09% NEW $330.12 +20.9%
121 IBIT ISHARES BITCOIN TRUST ETF Financial Services 58,856.0 $2.9M 0.08% NEW $49.65 -9.7%
122 VUG VANGUARD INDEX FDS 5,903.0 $2.9M 0.08% NEW $487.86 -82.1%
123 YUM YUM BRANDS INC Consumer Cyclical 18,524.0 $2.8M 0.08% NEW $151.28 -0.4%
124 SYK STRYKER CORPORATION Healthcare 7,929.0 $2.8M 0.08% NEW $351.70 -13.1%
125 PFE PFIZER INC Healthcare 108,330.0 $2.7M 0.08% NEW $24.90 +3.4%
126 SCHWAB STRATEGIC TR 106,455.0 $2.7M 0.07% NEW $25.08
127 NFLX NETFLIX INC Communication Services 28,231.0 $2.6M 0.07% NEW $93.76 -7.3%
128 NGVT INGEVITY CORP Basic Materials 44,722.0 $2.6M 0.07% NEW $59.18 +20.6%
129 NUE NUCOR CORP Basic Materials 16,015.0 $2.6M 0.07% NEW $163.67 +42.3%
130 FRP HLDGS INC 114,734.0 $2.6M 0.07% NEW $22.79
131 SCHWAB CHARLES CORP 25,485.0 $2.5M 0.07% NEW $99.91
132 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,197.0 $2.5M 0.07% NEW $605.46 +8.9%
133 LH LABCORP HOLDINGS INC Healthcare 9,977.0 $2.5M 0.07% NEW $250.88 +1.3%
134 AKRE PROFESIONALLY MANAGED PORTFO 38,045.0 $2.5M 0.07% NEW $65.51 -18.9%
135 XLV SELECT SECTOR SPDR TR 16,066.0 $2.5M 0.07% NEW $154.80 -6.3%
136 NEM NEWMONT CORP Basic Materials 24,362.0 $2.4M 0.07% NEW $99.85 +16.5%
137 CM CANADIAN NAT RES LTD Financial Services 47,875.0 $2.4M 0.07% NEW $49.21 +126.2%
138 HSIC HENRY SCHEIN INC Healthcare 31,050.0 $2.3M 0.07% NEW $75.58 -3.9%
139 INTC INTEL CORP Technology 61,834.0 $2.3M 0.06% NEW $36.90 +214.2%
140 NBIS NEBIUS GROUP N.V. Communication Services 26,930.0 $2.3M 0.06% NEW $83.71 +164.2%
141 XLK SELECT SECTOR SPDR TR 15,527.0 $2.2M 0.06% NEW $143.97 +22.5%
142 ZS ZSCALER INC Technology 9,919.0 $2.2M 0.06% NEW $224.92 -31.7%
143 UNF UNIFIRST CORP MASS Industrials 11,490.0 $2.2M 0.06% NEW $193.27 +33.6%
144 EMR EMERSON ELEC CO Industrials 15,980.0 $2.1M 0.06% NEW $132.72 +3.9%
145 PINS PINTEREST INC Communication Services 81,546.0 $2.1M 0.06% NEW $25.89 -26.5%
146 VTI VANGUARD INDEX FDS 6,184.0 $2.1M 0.06% NEW $335.27 +8.2%
147 VANGUARD WORLD FD 8,106.0 $2.0M 0.06% NEW $251.17
148 WBD WARNER BROS DISCOVERY INC Communication Services 69,455.0 $2.0M 0.06% NEW $28.82 -5.9%
149 FNDF SCHWAB STRATEGIC TR 42,812.0 $1.9M 0.06% NEW $45.21 +16.3%
150 BRO BROWN & BROWN INC Financial Services 24,000.0 $1.9M 0.05% NEW $79.70 -29.4%
151 BFST INTERNATIONAL BUSINESS MACHS Financial Services 6,276.0 $1.9M 0.05% NEW $296.21 -90.9%
152 CPRT COPART INC Industrials 46,633.0 $1.8M 0.05% NEW $39.15 -16.6%
153 QXO QXO INC Industrials 94,475.0 $1.8M 0.05% NEW $19.29 -9.6%
154 WEST PHARMACEUTICAL SVSC INC 6,561.0 $1.8M 0.05% NEW $275.14
155 TEM TEMPUS AI INC Healthcare 30,180.0 $1.8M 0.05% NEW $59.05 -23.0%
156 JQUA J P MORGAN EXCHANGE TRADED F 27,416.0 $1.7M 0.05% NEW $63.18 +7.7%
157 GLW CORNING INC Technology 19,614.0 $1.7M 0.05% NEW $87.56 +137.9%
158 SGI SOMNIGROUP INTERNATIONAL INC Consumer Defensive 19,200.0 $1.7M 0.05% NEW $89.28 -27.8%
159 GEV GE VERNOVA INC Utilities 2,606.0 $1.7M 0.05% NEW $653.57 +66.9%
160 MRP MILLROSE PPTYS INC Real Estate 55,066.0 $1.6M 0.05% NEW $29.87 -8.6%
161 DHI D R HORTON INC Consumer Cyclical 11,270.0 $1.6M 0.05% NEW $144.03 -3.2%
162 MO ALTRIA GROUP INC Consumer Defensive 27,029.0 $1.6M 0.04% NEW $58.70 +23.4%
163 RDVT RED VIOLET INC Technology 27,558.0 $1.6M 0.04% NEW $56.95 -20.3%
164 GD GENERAL DYNAMICS CORP Industrials 11,125.0 $1.6M 0.04% NEW $140.89 +141.8%
165 HCA HCA HEALTHCARE INC Healthcare 3,251.0 $1.5M 0.04% NEW $466.86 -7.3%
166 FNDX SCHWAB STRATEGIC TR 55,487.0 $1.5M 0.04% NEW $27.21 +11.4%
167 DELL DELL TECHNOLOGIES INC Technology 11,905.0 $1.5M 0.04% NEW $125.88 +96.9%
168 FN FABRINET Technology 3,231.0 $1.5M 0.04% NEW $455.28 +64.0%
169 CPNG COUPANG INC Consumer Cyclical 61,240.0 $1.4M 0.04% NEW $23.59 -29.7%
170 TXN TEXAS INSTRS INC Technology 8,122.0 $1.4M 0.04% NEW $173.49 +76.6%
171 LBRT LIBERTY ENERGY INC Energy 75,420.0 $1.4M 0.04% NEW $18.46 +80.7%
172 RDDT REDDIT INC Communication Services 5,945.0 $1.4M 0.04% NEW $229.87 -32.0%
173 LOB LIVE OAK BANCSHARES INC Financial Services 38,205.0 $1.3M 0.04% NEW $34.35 +5.4%
174 WFC WELLS FARGO CO NEW Financial Services 13,620.0 $1.3M 0.04% NEW $93.20 -20.8%
175 ONEOK INC NEW 16,992.0 $1.2M 0.04% NEW $73.50
176 VZ VERIZON COMMUNICATIONS INC Communication Services 30,141.0 $1.2M 0.04% NEW $40.73 +15.5%
177 DISNEY WALT CO 10,724.0 $1.2M 0.04% NEW $114.41
178 NSC NORFOLK SOUTHN CORP Industrials 4,184.0 $1.2M 0.03% NEW $288.72 +10.0%
179 J P MORGAN EXCHANGE TRADED F 9,667.0 $1.2M 0.03% NEW $123.31
180 ACUITY INC 3,222.0 $1.2M 0.03% NEW $360.04
181 VOT VANGUARD INDEX FDS 4,122.0 $1.2M 0.03% NEW $279.14 +2.3%
182 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,168.0 $1.1M 0.03% NEW $53.94 +5.7%
183 VEA VANGUARD TAX-MANAGED FDS 18,025.0 $1.1M 0.03% NEW $62.47 +10.6%
184 SSB SOUTHSTATE BK CORP Financial Services 11,447.0 $1.1M 0.03% NEW $94.11 -2.3%
185 CRM SALESFORCE INC Technology 3,989.0 $1.1M 0.03% NEW $265.11 -36.8%
186 SCHD SCHWAB STRATEGIC TR 37,964.0 $1.0M 0.03% NEW $27.43 +15.6%
187 VDE VANGUARD WORLD FD 8,249.0 $1.0M 0.03% NEW $125.92 +33.7%
188 VGT VANGUARD WORLD FD 1,377.0 $1.0M 0.03% NEW $753.78 -85.0%
189 FLO FLOWERS FOODS INC Consumer Defensive 94,233.0 $1.0M 0.03% NEW $10.88 -32.8%
190 TM TOYOTA MOTOR CORP Consumer Cyclical 4,662.0 $998K 0.03% NEW $214.06 -11.0%
191 VCSH VANGUARD SCOTTSDALE FDS 12,413.0 $990K 0.03% NEW $79.73 -1.2%
192 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,000.0 $987K 0.03% NEW $75.91 -27.7%
193 XLE SELECT SECTOR SPDR TR 21,838.0 $976K 0.03% NEW $44.71 +33.0%
194 IR INGERSOLL RAND INC Industrials 12,020.0 $952K 0.03% NEW $79.22 -9.3%
195 GLP GLOBAL PMTS INC Energy 11,948.0 $925K 0.03% NEW $77.40 -36.1%
196 DOV DOVER CORP Industrials 4,730.0 $923K 0.03% NEW $195.24 +9.8%
197 VVX V2X INC Industrials 16,804.0 $917K 0.03% NEW $54.55 +30.1%
198 CARR CARRIER GLOBAL CORPORATION Industrials 16,878.0 $892K 0.03% NEW $52.84 +22.4%
199 ALL ALLSTATE CORP Financial Services 4,246.0 $888K 0.03% NEW $209.07 +4.0%
200 EXE EXPAND ENERGY CORPORATION Energy 7,992.0 $882K 0.03% NEW $110.36 -12.4%
201 ROYAL BK CDA 5,167.0 $881K 0.03% NEW $170.49
202 T AT&T INC Communication Services 35,458.0 $881K 0.03% NEW $24.84 -0.7%
203 TJX COS INC NEW 5,713.0 $878K 0.03% NEW $153.61
204 MA MASTERCARD INCORPORATED Financial Services 1,505.0 $859K 0.02% NEW $570.88 -14.2%
205 GL GLOBE LIFE INC Financial Services 6,000.0 $839K 0.02% NEW $139.86 +10.4%
206 BX BLACKSTONE INC Financial Services 5,409.0 $834K 0.02% NEW $154.14 -23.5%
207 OTIS OTIS WORLDWIDE CORP Industrials 9,502.0 $830K 0.02% NEW $87.35 -16.4%
208 PYPL PAYPAL HLDGS INC Financial Services 14,089.0 $823K 0.02% NEW $58.38 -22.9%
209 LRCX LAM RESEARCH CORP Technology 4,776.0 $819K 0.02% NEW $171.42 +74.5%
210 XLU SELECT SECTOR SPDR TR 18,990.0 $811K 0.02% NEW $42.69 +2.8%
211 SOJF SOUTHERN CO Utilities 9,296.0 $811K 0.02% NEW $87.20 -70.7%
212 UNP UNION PAC CORP Industrials 3,493.0 $808K 0.02% NEW $231.32 +16.4%
213 SSGA ACTIVE ETF TR 19,646.0 $796K 0.02% NEW $40.51
214 KVUE KENVUE INC Consumer Defensive 45,703.0 $788K 0.02% NEW $17.25 -0.3%
215 DFAI DIMENSIONAL ETF TRUST 20,569.0 $784K 0.02% NEW $38.11 +7.1%
216 SHW SHERWIN WILLIAMS CO Basic Materials 2,403.0 $779K 0.02% NEW $324.03 -4.6%
217 XHLF BONDBLOXX ETF TRUST 15,261.0 $769K 0.02% NEW $50.41 -0.3%
218 GWW WW GRAINGER INC Industrials 758.0 $765K 0.02% NEW $1009.05 +27.3%
219 EW EDWARDS LIFESCIENCES CORP Healthcare 8,871.0 $756K 0.02% NEW $85.25 -4.6%
220 MGV VANGUARD WORLD FD 5,346.0 $755K 0.02% NEW $141.16 +9.1%
221 CMCSA COMCAST CORP NEW Communication Services 24,809.0 $742K 0.02% NEW $29.89 -17.2%
222 NVS NOVARTIS AG Healthcare 5,337.0 $736K 0.02% NEW $137.87 +8.6%
223 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 47,859.0 $726K 0.02% NEW $15.17 -32.7%
224 XAR SPDR SERIES TRUST 3,000.0 $724K 0.02% NEW $241.24 +8.0%
225 NKE NIKE INC Consumer Cyclical 11,240.0 $720K 0.02% NEW $64.08 -34.4%
226 SREA SEMPRA Utilities 8,080.0 $719K 0.02% NEW $88.94 -75.8%
227 TDW TIDEWATER INC NEW Energy 13,488.0 $681K 0.02% NEW $50.51 +61.8%
228 MARA MARATHON PETE CORP Financial Services 4,122.0 $670K 0.02% NEW $162.63 -91.8%
229 VTV VANGUARD INDEX FDS 3,476.0 $664K 0.02% NEW $190.98 +8.2%
230 VNQ VANGUARD INDEX FDS 7,381.0 $653K 0.02% NEW $88.49 +6.1%
231 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,496.0 $646K 0.02% NEW $258.87 -17.1%
232 FTNT FORTINET INC Technology 8,129.0 $646K 0.02% NEW $79.41 +53.5%
233 KLAR KLARNA GROUP PLC Technology 22,300.0 $645K 0.02% NEW $28.91 -43.0%
234 AVTR AVANTOR INC Healthcare 55,862.0 $640K 0.02% NEW $11.46 -33.5%
235 AZO AUTOZONE INC Consumer Cyclical 185.0 $627K 0.02% NEW $3391.50 -2.1%
236 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,350.0 $620K 0.02% NEW $84.36 -13.9%
237 GLD SPDR GOLD TR Financial Services 1,564.0 $620K 0.02% NEW $396.31 +7.8%
238 EME EMCOR GROUP INC Industrials 1,000.0 $612K 0.02% NEW $611.79 +52.0%
239 COP CONOCOPHILLIPS Energy 6,469.0 $606K 0.02% NEW $93.61 +27.1%
240 LIN LINDE PLC Basic Materials 1,420.0 $605K 0.02% NEW $426.39 +20.0%
241 EZPW EZCORP INC Financial Services 30,890.0 $600K 0.02% NEW $19.42 +68.8%
242 EWJ ISHARES INC 7,337.0 $592K 0.02% NEW $80.74 +12.8%
243 FNB F N B CORP Financial Services 34,486.0 $590K 0.02% NEW $17.10 +1.5%
244 DE DEERE & CO Industrials 1,254.0 $586K 0.02% NEW $467.03 +23.0%
245 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 14,625.0 $575K 0.02% NEW $39.30 +20.0%
246 YUMC YUM CHINA HLDGS INC Consumer Cyclical 12,001.0 $573K 0.02% NEW $47.74 -3.7%
247 DAR DARLING INGREDIENTS INC Consumer Defensive 15,636.0 $563K 0.02% NEW $36.00 +74.4%
248 IEMG ISHARES INC 8,367.0 $562K 0.02% NEW $67.22 +18.3%
249 MDYG SPDR SERIES TRUST 6,000.0 $555K 0.02% NEW $92.43 +13.8%
250 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,769.0 $519K 0.01% NEW $293.57 +4.8%
251 ECL ECOLAB INC Basic Materials 1,951.0 $514K 0.01% NEW $263.25 -5.5%
252 XBI SPDR SERIES TRUST 4,176.0 $509K 0.01% NEW $121.93 +7.2%
253 NVO NOVO-NORDISK A S Healthcare 9,692.0 $493K 0.01% NEW $50.88 -10.0%
254 VPL VANGUARD INTL EQUITY INDEX F 5,300.0 $479K 0.01% NEW $90.40 +22.9%
255 EVOLV TECHNOLOGIES HLDNGS IN 66,600.0 $477K 0.01% NEW $7.16
256 SCHE SCHWAB STRATEGIC TR 14,499.0 $475K 0.01% NEW $32.75 +8.2%
257 VMD VIEMED HEALTHCARE INC Healthcare 63,107.0 $469K 0.01% NEW $7.43 +27.7%
258 GLOBAL X FDS 9,171.0 $467K 0.01% NEW $50.90
259 SOLV SOLVENTUM CORP Healthcare 5,821.0 $461K 0.01% NEW $79.24 -6.1%
260 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,310.0 $459K 0.01% NEW $350.55 +13.2%
261 LMT LOCKHEED MARTIN CORP Industrials 944.0 $457K 0.01% NEW $483.69 +7.6%
262 PWR QUANTA SVCS INC Industrials 1,053.0 $444K 0.01% NEW $422.06 +84.8%
263 OXY OCCIDENTAL PETE CORP Energy 10,610.0 $439K 0.01% NEW $41.41 +37.2%
264 TRAX FIRST TR EXCHANGE TRADED FD Healthcare 7,087.0 $438K 0.01% NEW $61.79 -70.6%
265 XLF SELECT SECTOR SPDR TR 7,986.0 $437K 0.01% NEW $54.77 -6.6%
266 TDG TRANSDIGM GROUP INC Industrials 325.0 $432K 0.01% NEW $1329.85 -11.4%
267 NOC NORTHROP GRUMMAN CORP Industrials 753.0 $429K 0.01% NEW $570.24 -3.8%
268 UBER UBER TECHNOLOGIES INC Technology 5,186.0 $424K 0.01% NEW $81.71 -8.6%
269 COR CENCORA INC Healthcare 1,250.0 $422K 0.01% NEW $337.75 -22.7%
270 MEDPACE HLDGS INC 745.0 $418K 0.01% NEW $561.65
271 GSLC GOLDMAN SACHS ETF TR 3,151.0 $417K 0.01% NEW $132.37 +5.8%
272 VGK VANGUARD INTL EQUITY INDEX F 4,955.0 $414K 0.01% NEW $83.61 +2.6%
273 URI UNITED RENTALS INC Industrials 511.0 $414K 0.01% NEW $809.32 +20.2%
274 XYZ BLOCK INC Technology 6,289.0 $409K 0.01% NEW $65.09 +9.9%
275 TSN TYSON FOODS INC Consumer Defensive 6,912.0 $405K 0.01% NEW $58.62 +13.7%
276 ADI ANALOG DEVICES INC Technology 1,488.0 $404K 0.01% NEW $271.20 +53.9%
277 FIRST CTZNS BANCSHARES INC D 185.0 $397K 0.01% NEW $2146.18
278 USB US BANCORP DEL Financial Services 7,348.0 $395K 0.01% NEW $53.72 -0.6%
279 VFC V F CORP Consumer Cyclical 21,467.0 $388K 0.01% NEW $18.08 -4.4%
280 RJF RAYMOND JAMES FINL INC Financial Services 2,413.0 $388K 0.01% NEW $160.59 -3.1%
281 STT SPDR DOW JONES INDL AVERAGE Financial Services 802.0 $386K 0.01% NEW $481.61 -68.1%
282 VBK VANGUARD INDEX FDS 1,261.0 $381K 0.01% NEW $302.11 +11.7%
283 INTU INTUIT Technology 574.0 $380K 0.01% NEW $662.42 -42.9%
284 SDY SPDR SERIES TRUST 2,720.0 $379K 0.01% NEW $139.16 +5.0%
285 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,453.0 $373K 0.01% NEW $50.01 -39.0%
286 D DOMINION ENERGY INC Utilities 6,212.0 $364K 0.01% NEW $58.59 +7.5%
287 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,042.0 $357K 0.01% NEW $117.52 +18.5%
288 MCK MCKESSON CORP Healthcare 435.0 $357K 0.01% NEW $821.13 -9.0%
289 SBUX STARBUCKS CORP Consumer Cyclical 4,185.0 $352K 0.01% NEW $84.21 +26.4%
290 MCO MOODYS CORP Financial Services 687.0 $351K 0.01% NEW $510.85 -15.3%
291 IQVIA HLDGS INC 1,509.0 $340K 0.01% NEW $225.41
292 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,958.0 $336K 0.01% NEW $67.79 +12.2%
293 Q QNITY ELECTRONICS INC Technology 4,081.0 $333K 0.01% NEW $81.65 +101.0%
294 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,243.0 $329K 0.01% NEW $146.58 -9.5%
295 DD DUPONT DE NEMOURS INC Basic Materials 8,165.0 $328K 0.01% NEW $40.20 +25.9%
296 LECO LINCOLN NATL CORP IND Industrials 7,365.0 $328K 0.01% NEW $44.53 +498.2%
297 VHT VANGUARD WORLD FD 1,139.0 $328K 0.01% NEW $287.85 -6.0%
298 A AGILENT TECHNOLOGIES INC Healthcare 2,364.0 $322K 0.01% NEW $136.07 -17.9%
299 AXS AXIS CAP HLDGS LTD Financial Services 2,988.0 $320K 0.01% NEW $107.09 -7.5%
300 SPSM SPDR SERIES TRUST 6,668.0 $312K 0.01% NEW $46.86 +11.2%
301 SCHG SCHWAB STRATEGIC TR 9,508.0 $310K 0.01% NEW $32.62 +5.0%
302 XONE BONDBLOXX ETF TRUST 6,100.0 $303K 0.01% NEW $49.69 -0.7%
303 SPGI S&P GLOBAL INC Financial Services 575.0 $300K 0.01% NEW $522.59 -22.7%
304 ULTA ULTA BEAUTY INC Consumer Cyclical 484.0 $293K 0.01% NEW $605.01 -17.6%
305 PAYX PAYCHEX INC Industrials 2,571.0 $288K 0.01% NEW $112.18 -20.8%
306 DOC HEALTHPEAK PROPERTIES INC Real Estate 17,875.0 $287K 0.01% NEW $16.08 +21.6%
307 ADBE ADOBE INC Technology 813.0 $285K 0.01% NEW $349.99 -29.3%
308 WABTEC 1,293.0 $276K 0.01% NEW $213.45
309 AAOI APPLIED MATLS INC Technology 1,060.0 $272K 0.01% NEW $256.99 -25.9%
310 AON AON PLC Financial Services 764.0 $270K 0.01% NEW $352.88 -10.1%
311 CSX CSX CORP Industrials 7,422.0 $269K 0.01% NEW $36.25 +26.7%
312 BCS BARCLAYS BANK PLC Financial Services 10,000.0 $265K 0.01% NEW $26.47 -14.9%
313 AORT ARTIVION INC Healthcare 5,600.0 $255K 0.01% NEW $45.61 -50.1%
314 OLD REP INTL CORP 5,578.0 $255K 0.01% NEW $45.64
315 SMTI SANARA MEDTECH INC Healthcare 10,897.0 $254K 0.01% NEW $23.35 -7.3%
316 SIMON PPTY GROUP INC NEW 1,367.0 $253K 0.01% NEW $185.11
317 ITW ILLINOIS TOOL WKS INC Industrials 1,015.0 $252K 0.01% NEW $247.91 +1.2%
318 BAM BROOKFIELD RENEWABLE PARTNER Financial Services 9,262.0 $250K 0.01% NEW $26.97 +77.7%
319 GPIX GOLDMAN SACHS ETF TR 4,600.0 $243K 0.01% NEW $52.80 +4.3%
320 VYMI VANGUARD WHITEHALL FDS 1,678.0 $241K 0.01% NEW $143.52 -31.5%
321 VV VANGUARD INDEX FDS 761.0 $240K 0.01% NEW $314.80 +8.0%
322 EXP EAGLE MATLS INC Basic Materials 1,126.0 $233K 0.01% NEW $206.93 -2.3%
323 SPDR SERIES TRUST 1,845.0 $233K 0.01% NEW $126.26
324 ESGV VANGUARD WORLD FD 1,920.0 $232K 0.01% NEW $120.96 +7.4%
325 TRV TRAVELERS COMPANIES INC Financial Services 794.0 $230K 0.01% NEW $290.06 +2.8%
326 CB CHUBB LIMITED Financial Services 724.0 $227K 0.01% NEW $313.09 +3.5%
327 VERX VERTEX PHARMACEUTICALS INC Technology 494.0 $224K 0.01% NEW $453.36 -97.3%
328 VTRS VIATRIS INC Healthcare 17,944.0 $223K 0.01% NEW $12.45 +38.6%
329 TGT TARGET CORP Consumer Defensive 2,271.0 $222K 0.01% NEW $97.76 +25.9%
330 NXPI NXP SEMICONDUCTORS N V Technology 1,003.0 $219K 0.01% NEW $218.09 +34.9%
331 EFX EQUIFAX INC Industrials 986.0 $214K 0.01% NEW $216.98 -27.3%
332 CINF CINCINNATI FINL CORP Financial Services 1,302.0 $214K 0.01% NEW $164.14 +1.4%
333 APG API GROUP CORP Industrials 5,464.0 $209K 0.01% NEW $38.26 +13.0%
334 FHN FIRST HORIZON CORPORATION Financial Services 8,635.0 $208K 0.01% NEW $24.05 -1.4%
335 WP CAREY INC 3,181.0 $208K 0.01% NEW $65.28
336 JBL JABIL INC Technology 905.0 $206K 0.01% NEW $228.02 +55.4%
337 INFU INFUSYSTEM HLDGS INC Healthcare 22,417.0 $201K 0.01% NEW $8.97 -2.2%
338 SCHV SCHWAB STRATEGIC TR 6,765.0 $200K 0.01% NEW $29.61 +10.0%
339 CNS COHEN & STEERS QUALITY INCOM Financial Services 15,000.0 $171K 0.01% NEW $11.42 +534.9%
340 SVV SAVERS VALUE VLG INC Consumer Cyclical 18,000.0 $168K 0.01% NEW $9.34 -21.9%
341 APYX APYX MEDICAL CORPORATION Healthcare 45,500.0 $159K 0.00% NEW $3.50 +15.7%
342 INDI INDIE SEMICONDUCTOR INC Technology 41,294.0 $146K 0.00% NEW $3.53 +22.4%
343 XRAY DENTSPLY SIRONA INC Healthcare 12,500.0 $145K 0.00% NEW $11.59 -10.2%
344 DWSN DAWSON GEOPHYSICAL CO NEW Energy 77,800.0 $121K 0.00% NEW $1.56 +150.6%
345 MEI METHODE ELECTRS INC Technology 18,000.0 $120K 0.00% NEW $6.64 +65.9%
346 DERM JOURNEY MED CORP Healthcare 14,300.0 $110K 0.00% NEW $7.71 -17.9%
347 ENVX ENOVIX CORPORATION Industrials 13,997.0 $102K 0.00% NEW $7.31 -13.8%
348 ACHR ARCHER AVIATION INC Industrials 10,000.0 $75K 0.00% NEW $7.52 -19.5%
349 ACTG ACACIA RESH CORP Industrials 14,664.0 $55K 0.00% NEW $3.74 +22.5%
350 ODV OSISKO DEVELOPMENT CORP Basic Materials 13,900.0 $49K 0.00% NEW $3.49 -4.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Communication Services 12.7%
Financial Services 11.9%
Healthcare 11.2%
Consumer Cyclical 8.4%
Industrials 6.9%
Consumer Defensive 5.3%
Energy 1.8%
Basic Materials 1.4%
Real Estate 0.6%