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KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $4.8B AUM 508 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 537,779.0 $260.1M 5.40% -14K -2.6% $483.62 -15.3%
2 CVX CHEVRON CORP Energy 979,063.0 $149.2M 3.10% -24K -2.4% $152.41 +22.5%
3 LLY ELI LILLY & CO COM Healthcare 111,140.0 $119.4M 2.48% -12K -10.0% $1074.68 -6.3%
4 AAPL APPLE INC Technology 421,039.0 $114.5M 2.38% -12K -2.9% $271.86 +10.4%
5 ALPHABET INC - CLASS A (GOOGL) 327,355.0 $102.5M 2.13% -20K -5.8% $313.00
6 COST COSTCO WHOLESALE Consumer Defensive 97,946.0 $84.5M 1.75% -2K -2.0% $862.34 +20.7%
7 XOM EXXON MOBIL CORP COM Energy 671,397.0 $80.8M 1.68% -11K -1.6% $120.34 +27.0%
8 IBM INT'L BUSINESS MACHINES Technology 251,641.0 $74.5M 1.55% -6K -2.5% $296.21 -26.3%
9 KMI KINDER MORGAN INC Energy 2,580,021.0 $70.9M 1.47% -50K -1.9% $27.49 +21.5%
10 JNJ JOHNSON & JOHNSON Healthcare 341,174.0 $70.6M 1.47% -7K -1.9% $206.95 +11.5%
11 CISCO SYS INC COM 884,545.0 $68.1M 1.42% $77.03
12 WM WASTE MANAGEMENT Industrials 307,389.0 $67.5M 1.40% -10K -3.3% $219.71 -0.4%
13 AJG GALLAGHER ARTHUR J & CO Financial Services 245,313.0 $63.5M 1.32% -2K -0.7% $258.79 -22.7%
14 AMZN AMAZON.COM INC Consumer Cyclical 257,037.0 $59.3M 1.23% -2K -0.7% $230.82 +14.4%
15 PEP PEPSICO INC. Consumer Defensive 410,197.0 $58.9M 1.22% -2K -0.6% $143.52 +3.6%
16 QCOM QUALCOMM INC Technology 342,318.0 $58.6M 1.22% -2K -0.6% $171.05 +17.0%
17 MERCK & CO NEW 552,959.0 $58.2M 1.21% +8K +1.4% $105.26
18 META META PLATFORMS (FACEBOOK) Communication Services 86,812.0 $57.3M 1.19% -710.0 -0.8% $660.09 -6.3%
19 WMT WAL MART INC. Consumer Defensive 507,733.0 $56.6M 1.18% -12K -2.2% $111.41 +18.9%
20 NVDA NVIDIA CORP Technology 296,833.0 $55.4M 1.15% +2K +0.8% $186.50 +26.4%
21 SLB SLB NV Energy 1,387,815.0 $53.3M 1.11% -40K -2.8% $38.38 +45.3%
22 PG PROCTER & GAMBLE Consumer Defensive 356,538.0 $51.1M 1.06% -6K -1.8% $143.31 -0.4%
23 COP CONOCOPHILLIPS Energy 518,986.0 $48.6M 1.01% -10K -1.8% $93.61 +27.1%
24 ABT ABBOTT LABORATORIES Healthcare 377,278.0 $47.3M 0.98% -6K -1.5% $125.29 -32.6%
25 ALL ALLSTATE CORP Financial Services 222,536.0 $46.3M 0.96% -4K -1.6% $208.15 +4.4%
26 APA APA CORPORATION Energy 1,863,388.0 $45.6M 0.95% -10K -0.5% $24.46 +59.4%
27 KO COCA-COLA Consumer Defensive 582,250.0 $40.7M 0.84% -56K -8.7% $69.91 +15.1%
28 GILD GILEAD SCIENCES INC Healthcare 328,854.0 $40.4M 0.84% -6K -1.7% $122.74 +7.6%
29 VERIZON COMM 934,040.0 $38.0M 0.79% +14K +1.5% $40.73
30 GD GENERAL DYNAMICS CORP Industrials 104,169.0 $35.1M 0.73% -5K -4.9% $336.66 +1.2%
31 TRUIST FINANCIAL CORP (TFC) 711,099.0 $35.0M 0.73% -12K -1.6% $49.21
32 TSM TAIWAN SEMICONDUCTOR MFG CO LT Technology 113,389.0 $34.5M 0.72% +2K +2.1% $303.89 +37.5%
33 J P MORGAN CHASE 102,190.0 $32.9M 0.68% +1K +1.2% $322.22
34 PFE PFIZER Healthcare 1,241,556.0 $30.9M 0.64% $24.90 +3.4%
35 SHEL SHELL PLC ADR Energy 416,277.0 $30.6M 0.64% +22K +5.6% $73.48 +15.0%
36 ABJA ABB LTD (SW) (ABBNY) 384,375.0 $28.7M 0.60% -16K -3.9% $74.75
37 KMB KIMBERLY-CLARK CORP Consumer Defensive 278,919.0 $28.1M 0.58% -10K -3.3% $100.89 -4.2%
38 NEM NEWMONT CORPORATION Basic Materials 273,825.0 $27.3M 0.57% -6K -2.0% $99.85 +16.5%
39 AZN ASTRAZENECA PLC - SPONS ADR (U Healthcare 293,777.0 $27.0M 0.56% -4K -1.3% $91.93 +97.5%
40 CINF CINCINNATI FINANCIAL CORP Financial Services 162,953.0 $26.6M 0.55% -5K -3.0% $163.32 +1.9%
41 MELI MERCADOLIBRE INC Consumer Cyclical 12,201.0 $24.6M 0.51% $2014.26 -20.2%
42 V VISA INC Financial Services 70,026.0 $24.6M 0.51% $350.71 -8.0%
43 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,545.0 $24.3M 0.51% $5355.33 -97.1%
44 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 287,838.0 $23.0M 0.48% -10K -3.3% $80.03 +36.9%
45 A T & T INC 927,015.0 $23.0M 0.48% +6K +0.7% $24.84
46 MSCI MSCI INC Financial Services 38,947.0 $22.3M 0.46% -12K -23.1% $573.73 -0.7%
47 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 35,848.0 $22.3M 0.46% -12K -25.4% $622.66 -7.6%
48 CFG CITIZENS FINANCIAL GROUP INC Financial Services 381,985.0 $22.3M 0.46% $58.41 +4.2%
49 DINO HF SINCLAIR CORP Energy 481,964.0 $22.2M 0.46% -15K -3.0% $46.08 +49.1%
50 ASML HOLDING NV ORD 20,755.0 $22.2M 0.46% +127.0 +0.6% $1069.86
51 UL UNILEVER PLC ADR (TICKER UL) Consumer Defensive 333,215.0 $21.8M 0.45% NEW $65.40 -12.3%
52 RTX RTX CORP Industrials 115,515.0 $21.2M 0.44% -9K -6.9% $183.40 -4.2%
53 CRH CRH PLC - SPONS ADR Basic Materials 168,345.0 $21.0M 0.44% +900.0 +0.5% $124.80 -13.8%
54 VST VISTRA CORP Utilities 126,993.0 $20.5M 0.43% -28K -18.0% $161.33 -12.0%
55 VRSK VERISK ANALYTICS INC Industrials 91,145.0 $20.4M 0.42% +13K +17.0% $223.69 -29.9%
56 CLX CLOROX CO Consumer Defensive 195,813.0 $19.7M 0.41% -10K -5.0% $100.83 -10.3%
57 LIN LINDE AG Basic Materials 45,916.0 $19.6M 0.41% +5K +11.1% $426.39 +20.0%
58 HILTON INC 64,425.0 $18.5M 0.38% +8K +14.2% $287.25
59 SAP SAP SE ADR (GE) Technology 75,000.0 $18.2M 0.38% $242.91 -32.4%
60 EMR EMERSON ELECTRIC CO Industrials 136,090.0 $18.1M 0.38% -5K -3.3% $132.72 +3.9%
61 ALPHABET INC- CLASS C (non-vot 56,265.0 $17.7M 0.37% -8K -12.3% $313.80
62 GIS GENERAL MILLS Consumer Defensive 377,028.0 $17.5M 0.36% -6K -1.7% $46.50 -28.8%
63 BMY BRISTOL MYERS SQUIBB CO Healthcare 315,124.0 $17.0M 0.35% +9K +3.0% $53.94 +5.7%
64 GSK GSK, INC Healthcare 331,875.0 $16.3M 0.34% -11K -3.2% $49.04 +3.9%
65 VEEV VEEVA SYSTEMS INC CL A Healthcare 72,181.0 $16.1M 0.34% -21K -22.5% $223.23 -30.0%
66 BP BP PLC, INC ADR (UK) Energy 463,064.0 $16.1M 0.33% -5K -1.1% $34.73 +27.7%
67 AON AON PLC Financial Services 44,866.0 $15.8M 0.33% $352.88 -10.1%
68 BROADCOM INC (AVGO) 44,216.0 $15.3M 0.32% +2K +4.7% $346.10
69 PYPL PAYPAL HOLDINGS INC Financial Services 260,383.0 $15.2M 0.32% -15K -5.4% $58.38 -22.9%
70 CSGP COSTAR GROUP INC Real Estate 224,416.0 $15.1M 0.31% -7K -3.1% $67.24 -52.6%
71 GFL GFL ENVIRONMENTAL INC-SUB VT Industrials 350,000.0 $15.0M 0.31% $42.95 -13.5%
72 RSG REPUBLIC SERVICES INC Industrials 70,579.0 $15.0M 0.31% -3K -4.4% $211.93 -1.5%
73 KNSL KINSALE CAPITAL GROUP INC Financial Services 37,990.0 $14.9M 0.31% $391.12 -22.3%
74 FQI DIGITAL REALTY TRUST INC 90,000.0 $13.9M 0.29% $154.71
75 RGEN REPLIGEN CORP Healthcare 83,780.0 $13.7M 0.28% +6K +7.0% $163.86 -36.9%
76 VRT VERTIV HOLDINGS CO CL A Industrials 83,994.0 $13.6M 0.28% -39K -31.4% $162.01 +132.2%
77 MA MASTERCARD INC-CLASS A Financial Services 23,704.0 $13.5M 0.28% +398.0 +1.7% $570.88 -14.2%
78 OPCH OPTION CARE HEALTH INC Healthcare 424,620.0 $13.5M 0.28% $31.86 -37.4%
79 EMN EASTMAN CHEMICAL CO Basic Materials 210,552.0 $13.4M 0.28% +48K +29.5% $63.83 +13.5%
80 CPRT COPART INC Industrials 341,539.0 $13.4M 0.28% +25K +8.0% $39.15 -16.6%
81 ADM ARCHER DANIELS MIDLAND Consumer Defensive 231,475.0 $13.3M 0.28% -6K -2.4% $57.49 +39.9%
82 TRU TRANSUNION Industrials 151,546.0 $13.0M 0.27% -75K -33.1% $85.75 -22.8%
83 AME AMETEK INC. Industrials 63,275.0 $13.0M 0.27% -12K -15.9% $205.31 +11.0%
84 ROYAL CARIBBEAN 45,626.0 $12.7M 0.26% +28K +166.4% $278.92
85 FOUR SHIFT4 PAYMENTS, INC. Technology 198,686.0 $12.5M 0.26% -51K -20.4% $62.97 -33.3%
86 SKY CHAMPION HOMES INC Consumer Cyclical 146,731.0 $12.4M 0.26% $84.50 -17.6%
87 PCOR PROCORE TECHNOLOGIES Technology 169,800.0 $12.4M 0.26% -27K -13.7% $72.74 -36.0%
88 OLED UNIVERSAL DISPLAY CORP Technology 105,487.0 $12.3M 0.26% $116.78 -20.8%
89 LYV LIVE NATION ENTERTAINMENT INC. Communication Services 86,000.0 $12.3M 0.26% $142.50 +19.3%
90 CME CME GROUP INC. Financial Services 44,572.0 $12.2M 0.25% -2K -3.5% $273.08 +9.4%
91 MDT MEDTRONIC PLC Healthcare 124,460.0 $12.0M 0.25% +2K +1.4% $96.06 -19.9%
92 WT WISDOMTREE INC Financial Services 971,380.0 $11.8M 0.25% $12.19 +62.5%
93 IT GARTNER INC Technology 46,871.0 $11.8M 0.25% $252.28 -44.2%
94 EGY VAALCO ENERGY, INC (13D) Energy 3,228,660.0 $11.8M 0.24% +29K +0.9% $3.64 +64.8%
95 PCG PG & E CORP Utilities 4,232,600.0 $11.6M 0.24% +2.0M +33.3% $2.74 +514.1%
96 NTRA NATERA, INC Healthcare 49,929.0 $11.4M 0.24% -38K -43.4% $229.09 -14.0%
97 SYY SYSCO CORP Consumer Defensive 154,909.0 $11.4M 0.24% -8K -5.0% $73.69 -0.9%
98 LGND LIGAND PHARMACEUTICALS Healthcare 60,342.0 $11.4M 0.24% -31K -33.8% $189.07 +15.8%
99 JBTM JBT MAREL CORP Industrials 75,275.0 $11.3M 0.24% $150.67 -16.5%
100 IDXX IDEXX LABORATORIES INC Healthcare 16,744.0 $11.3M 0.23% $676.53 -21.2%
101 CAG CONAGRA BRANDS Consumer Defensive 644,968.0 $11.2M 0.23% -98K -13.2% $17.31 -22.4%
102 MCD MCDONALD'S CORP Consumer Cyclical 36,140.0 $11.0M 0.23% +328.0 +0.9% $305.63 -10.0%
103 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 76,180.0 $11.0M 0.23% -18K -19.4% $144.83 -3.3%
104 SPGI S&P GLOBAL INC Financial Services 21,088.0 $11.0M 0.23% -406.0 -1.9% $522.59 -22.7%
105 PGNY PROGYNY Healthcare 427,031.0 $11.0M 0.23% $25.68 -8.5%
106 TECH BIO-TECHNE CORPORATION Healthcare 182,514.0 $10.7M 0.22% -4K -2.2% $58.81 -23.9%
107 UBER UBER TECHNOLOGIES Technology 130,946.0 $10.7M 0.22% -6K -4.4% $81.71 -8.6%
108 CELH CELSIUS HOLDINGS INC Consumer Defensive 231,181.0 $10.6M 0.22% +117K +103.2% $45.74 -34.1%
109 CSTL CASTLE BIOSCIENCES Healthcare 267,733.0 $10.4M 0.22% -11K -3.8% $38.90 -51.5%
110 CWAN CLEARWATER ANALYTICS HOLDING Technology 430,350.0 $10.4M 0.22% $24.12 +1.0%
111 COR CENCORA (FORMERLY AMERISOURCE- Healthcare 30,660.0 $10.4M 0.21% -14K -31.2% $337.75 -22.7%
112 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 63,874.0 $10.3M 0.21% +16K +32.5% $161.96 -3.9%
113 JHX JAMES HARDIE INDUSTRIES PLC Basic Materials 498,525.0 $10.3M 0.21% $20.75 -5.2%
114 ALC ALCON INC Healthcare 126,317.0 $10.0M 0.21% -63K -33.1% $78.81 -19.2%
115 ELF E.L.F BEAUTY INC Consumer Defensive 130,861.0 $10.0M 0.21% +15K +13.2% $76.04 -27.1%
116 BHP BHP GROUP LIMITED Basic Materials 163,930.0 $9.9M 0.21% -6K -3.7% $60.37 +39.8%
117 FIX COMFORT SYSTEMS USA Industrials 10,600.0 $9.9M 0.20% $933.29 +118.8%
118 LION LIONSGATE STUDIOS CORP Communication Services 1,077,502.0 $9.8M 0.20% -91K -7.8% $9.13 +38.7%
119 HP HELMERICH & PAYNE INC Energy 334,765.0 $9.6M 0.20% -29K -7.9% $28.68 +37.3%
120 GLW CORNING INC Technology 109,165.0 $9.6M 0.20% -8K -7.0% $87.56 +137.9%
121 TYL TYLER TECHNOLOGIES Technology 21,039.0 $9.6M 0.20% +3K +13.8% $453.95 -34.1%
122 GWRE GUIDEWIRE SOFTWARE INC Technology 44,849.0 $9.0M 0.19% -7K -13.5% $201.01 -38.5%
123 PLMR PALOMAR HOLDINGS INC Financial Services 64,843.0 $8.7M 0.18% $134.76 -18.2%
124 BA BOEING A 6 10/15/27 (5.828 cr Industrials 114,975.0 $8.7M 0.18% +1K +15.2% $75.84 +190.7%
125 ESTA ESTABLISHMENT LABS HOLDINGS Healthcare 118,920.0 $8.7M 0.18% -59K -33.0% $72.88 -4.2%
126 CBRE CBRE GROUP INC - CL A Real Estate 53,454.0 $8.6M 0.18% -6K -10.4% $160.79 -19.2%
127 NVO NOVO-NORDISK A/S-SPONS ADR Healthcare 168,145.0 $8.6M 0.18% +9K +5.7% $50.88 -10.0%
128 ADSK AUTODESK Technology 28,123.0 $8.3M 0.17% $296.01 -20.1%
129 EW EDWARDS LIFESCIENCES CORP Healthcare 97,560.0 $8.3M 0.17% -22K -18.4% $85.25 -4.6%
130 SNY SANOFI SPONSORED (FR)- trds w/ Healthcare 170,000.0 $8.2M 0.17% $48.46 -11.6%
131 WHD CACTUS, INC Energy 179,701.0 $8.2M 0.17% $45.68 +26.6%
132 SLAB SILICON LABORATORIES INC Technology 62,330.0 $8.1M 0.17% $130.70 +66.3%
133 CL COLGATE PALMOLIVE CO Consumer Defensive 99,843.0 $7.9M 0.16% -7K -6.9% $79.02 +11.5%
134 FDX FEDEX CORPORATION Industrials 27,286.0 $7.9M 0.16% -810.0 -2.9% $288.86 +31.5%
135 SU SUNCOR ENERGY INC Energy 177,293.0 $7.9M 0.16% -8K -4.3% $44.36 +50.6%
136 USB US BANCORP Financial Services 147,313.0 $7.9M 0.16% +86K +141.2% $53.36 +0.1%
137 FICO FAIR ISAAC CORP Technology 4,610.0 $7.8M 0.16% $1690.62 -36.3%
138 MPC MARATHON PETROLEUM CORP Energy 47,831.0 $7.8M 0.16% -5K -9.5% $162.63 +53.0%
139 MOD MODINE MANUFACTURING Consumer Cyclical 57,370.0 $7.7M 0.16% $133.51 +118.8%
140 AVAV AEROVIRONMENT, INC. Industrials 31,618.0 $7.6M 0.16% -9K -22.2% $241.89 -34.7%
141 HALO HALOZYME THERAPEUTICS, INC Healthcare 113,499.0 $7.6M 0.16% $67.30 +2.8%
142 KHC KRAFT HEINZ CO Consumer Defensive 311,571.0 $7.6M 0.16% -42K -11.8% $24.25 -3.9%
143 C CITIGROUP INC Financial Services 64,635.0 $7.5M 0.16% +4K +6.7% $116.69 +5.8%
144 HWM HOWMET AEROSPACE INC Industrials 36,425.0 $7.5M 0.15% +6K +18.3% $205.02 +32.9%
145 WLDN WILLDAN GROUP INC Industrials 70,991.0 $7.4M 0.15% -2K -3.0% $103.66 -11.6%
146 CNI CANADIAN NATIONAL RAILWAY CO Industrials 73,998.0 $7.3M 0.15% $98.85 +13.7%
147 UNP UNION PACIFIC Industrials 31,503.0 $7.3M 0.15% -524.0 -1.6% $231.32 +16.4%
148 RELX RELX PLC - SPON ADR Communication Services 180,000.0 $7.3M 0.15% $40.42 -22.2%
149 DOW DOW INC (DOW) Basic Materials 308,032.0 $7.2M 0.15% -70K -18.6% $23.38 +65.9%
150 GEV GE VERNOVA LLC Utilities 10,971.0 $7.2M 0.15% -200.0 -1.8% $653.57 +66.9%
151 GWW GRAINGER W W INC Industrials 7,104.0 $7.2M 0.15% -197.0 -2.7% $1009.05 +27.3%
152 FCN FTI CONSULTING INC. Industrials 41,890.0 $7.2M 0.15% $170.83 -13.9%
153 GTLS CHART INDUSTRIES INC Industrials 34,644.0 $7.1M 0.15% $206.23 +0.5%
154 NSSC NAPCO SECURITY TECHNOLOGIES Industrials 170,304.0 $7.1M 0.15% -3K -1.9% $41.70 -10.0%
155 NOVT NOVANTA INC Technology 59,255.0 $7.1M 0.15% $118.99 +30.9%
156 NSC NORFOLK SOUTHERN CORP Industrials 24,413.0 $7.0M 0.15% -2K -7.3% $288.72 +10.0%
157 HD HOME DEPOT INC Consumer Cyclical 20,415.0 $7.0M 0.15% $344.10 -11.6%
158 MEDP MEDPACE HOLDINGS INC Healthcare 12,455.0 $7.0M 0.14% $561.65 -25.4%
159 MYRG MYR GROUP INC. Industrials 31,890.0 $7.0M 0.14% $218.50 +116.5%
160 HQY HEALTHEQUITY INC Healthcare 75,326.0 $6.9M 0.14% $91.61 -10.1%
161 CPAY CORPAY INC Technology 22,844.0 $6.9M 0.14% $300.93 +9.4%
162 MAR MARRIOTT INTERNATIONAL CLASS A Consumer Cyclical 22,090.0 $6.9M 0.14% -3K -11.9% $310.24 +13.9%
163 PINS PINTEREST INC CL A Communication Services 264,296.0 $6.8M 0.14% -12K -4.3% $25.89 -26.5%
164 SITM SITIME CORP Technology 19,017.0 $6.7M 0.14% +1K +7.4% $353.19 +132.2%
165 HEI.A HEICO CORP CL A Industrials 26,600.0 $6.7M 0.14% $252.43 -17.1%
166 MANH MANHATTAN ASSOCIATES Technology 38,260.0 $6.6M 0.14% +260.0 +0.7% $173.31 -25.5%
167 MAKEMYTRIP LTC 80,000.0 $6.6M 0.14% +15K +23.1% $82.12
168 APH AMPHENOL CP Technology 48,602.0 $6.6M 0.14% -27K -35.5% $135.14 -7.5%
169 BIRK BIRKENSTOCK HOLDING PLC Consumer Cyclical 160,525.0 $6.6M 0.14% -127K -44.2% $40.90 -23.7%
170 TENCENT HOLDINGS LIMITED 85,000.0 $6.5M 0.14% +20K +30.8% $76.96
171 PAYX PAYCHEX COM Industrials 58,102.0 $6.5M 0.14% +700.0 +1.2% $112.18 -20.8%
172 ADMA ADMA BIOLOGICS INC Healthcare 356,867.0 $6.5M 0.14% -3K -0.9% $18.24 -54.7%
173 VRTX VERTEX Healthcare 271,230.0 $6.4M 0.13% -62.0 -4.6% $23.56 +1812.0%
174 NFLX NETFLIX INC. Communication Services 67,185.0 $6.3M 0.13% +60K +835.5% $93.76 -7.3%
175 PSX PHILLIPS 66 Energy 48,762.0 $6.3M 0.13% -1K -2.4% $129.04 +32.9%
176 DKL DELEK LOGISTICS PARTNERS LP (A Energy 140,000.0 $6.2M 0.13% $44.62 +15.7%
177 ROK ROCKWELL AUTOMATION INCO Industrials 16,003.0 $6.2M 0.13% +11K +216.5% $389.07 +17.3%
178 ABBV ABBVIE INC COM Healthcare 27,136.0 $6.2M 0.13% +5K +22.7% $228.49 -7.9%
179 BG BUNGE GLOBAL SA Consumer Defensive 69,555.0 $6.2M 0.13% -3K -3.8% $89.08 +37.5%
180 TSCO TRACTOR SUPPLY CO Consumer Cyclical 122,428.0 $6.1M 0.13% -4K -3.2% $50.01 -39.0%
181 AMGN AMGEN Healthcare 18,458.0 $6.0M 0.12% +3K +19.6% $327.31 -0.3%
182 ESE ESCO TECHNOLOGIES, INC Technology 30,865.0 $6.0M 0.12% $195.39 +51.8%
183 BKR BAKER HUGHES CO Energy 132,195.0 $6.0M 0.12% -7K -5.2% $45.54 +40.8%
184 A AGILENT TECHNOLOGIES INC Healthcare 43,696.0 $5.9M 0.12% -4K -8.2% $136.07 -17.9%
185 VRNS VARONIS SYSTEMS INC Technology 180,358.0 $5.9M 0.12% -126K -41.2% $32.80 -17.0%
186 INTA INTAPP INC Technology 128,180.0 $5.9M 0.12% $45.82 -54.6%
187 PJT PJT PARTNERS INC Financial Services 35,055.0 $5.9M 0.12% +8K +28.8% $167.20 -4.5%
188 QDEL QUIDELORTHO CORP Healthcare 205,020.0 $5.9M 0.12% $28.56 -60.1%
189 CP CANADIAN PACIFIC KANSAS CITY L Industrials 77,597.0 $5.7M 0.12% -5K -5.6% $73.63 +18.0%
190 PEGA PEGASYSTEMS INC Technology 95,185.0 $5.7M 0.12% $59.72 -44.1%
191 AMP AMERIPRISE FINANCIAL INC. Financial Services 11,535.0 $5.7M 0.12% $490.34 -4.1%
192 WAY WAYSTAR HOLDINGS Technology 172,380.0 $5.6M 0.12% $32.75 -42.5%
193 ONTO ONTO INNOVATION Technology 35,645.0 $5.6M 0.12% $157.86 +75.6%
194 VMC VULCAN MATERIALS CO Basic Materials 19,600.0 $5.6M 0.12% NEW $285.22 -3.6%
195 DXCM DEXCOM INC Healthcare 82,461.0 $5.5M 0.11% -12K -12.6% $66.37 -12.9%
196 FLUT FLUTTER ENTERTAINMENT PLC Consumer Cyclical 25,000.0 $5.4M 0.11% NEW $215.04 -56.4%
197 NTRS NORTHERN TRUST CORP Financial Services 38,815.0 $5.3M 0.11% -2K -3.8% $136.59 +20.3%
198 UNH UNITEDHEALTH GROUP, INC. Healthcare 16,007.0 $5.3M 0.11% -1K -6.7% $330.11 +20.9%
199 KRNT KORNIT DIGITAL LTD Industrials 366,677.0 $5.3M 0.11% $14.38 +10.1%
200 PODD INSULET CORP Healthcare 18,500.0 $5.3M 0.11% $284.24 -47.7%
201 EXPE EXPEDIA GROUP, INC Consumer Cyclical 18,540.0 $5.3M 0.11% -10K -35.0% $283.31 -23.3%
202 SNOW SNOWFLAKE, INC Technology 23,889.0 $5.2M 0.11% -35K -59.3% $219.36 -31.3%
203 PAYMENTUS HOLDINGS - A 164,510.0 $5.2M 0.11% +19K +12.8% $31.59
204 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 29,160.0 $5.1M 0.11% -13K -30.6% $176.47 -18.5%
205 HDFC BANK LTD 140,000.0 $5.1M 0.11% $36.54
206 SNN SMITH & NEPHEW PLC - SPONSORED Healthcare 154,254.0 $5.1M 0.10% $32.81 -9.4%
207 EFX EQUIFAX INC Industrials 23,165.0 $5.0M 0.10% -21K -47.1% $216.98 -27.3%
208 ADI ANALOG DEVICES Technology 18,398.0 $5.0M 0.10% $271.20 +53.9%
209 CEG CONSTELLATION ENERGY GROUP Utilities 14,078.0 $5.0M 0.10% -4K -20.4% $353.27 -24.4%
210 DORM DORMAN PRODUCTS INC Consumer Cyclical 40,065.0 $4.9M 0.10% $123.19 -2.2%
211 CVLT COMMVAULT SYS INC Technology 39,190.0 $4.9M 0.10% $125.36 -18.6%
212 ZS ZSCALER INC Technology 21,675.0 $4.9M 0.10% -425.0 -1.9% $224.92 -31.7%
213 WCC WESCO INTERNATIONAL INC Industrials 19,855.0 $4.9M 0.10% $244.64 +52.1%
214 VNOM VIPER ENERGY INC Energy 125,000.0 $4.8M 0.10% $38.63 +23.5%
215 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 13,500.0 $4.8M 0.10% NEW $357.17 -16.5%
216 ECG EVERUS CONSTRUCTION GROUP Industrials 55,685.0 $4.8M 0.10% -28K -33.3% $85.56 +88.3%
217 MPWR MONOLITHIC POWER SYSTEMS INC Technology 5,227.0 $4.7M 0.10% $906.36 +78.1%
218 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 309,387.0 $4.7M 0.10% $15.08 -28.6%
219 AXON AXON ENTERPRISE INC Industrials 8,185.0 $4.6M 0.10% $567.93 -31.0%
220 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 37,190.0 $4.6M 0.10% $124.56 -2.4%
221 NRG NRG ENERGY INC Utilities 29,076.0 $4.6M 0.10% NEW $159.24 -15.4%
222 BAC BANK OF AMERICA CORP Financial Services 83,743.0 $4.6M 0.10% $55.00 -9.5%
223 SSNC SS&C TECHNOLOGIES INC Technology 52,642.0 $4.6M 0.10% $87.42 -25.8%
224 CRDO CREDO TECHNOLOGY GROUP HOLDING Technology 31,795.0 $4.6M 0.10% -16K -33.8% $143.89 +28.1%
225 ICON PLC - SPONSORED ADR 25,037.0 $4.6M 0.10% -29K -53.8% $182.22
226 CCZ COMCAST CORP CLASS A Communication Services 152,161.0 $4.5M 0.09% +16K +12.0% $29.89 +113.8%
227 FAST FASTENAL COMPANY Industrials 113,251.0 $4.5M 0.09% $40.13 +9.6%
228 K4F ONESTREAM INC 245,605.0 $4.5M 0.09% $18.38
229 SEI SOLARIS ENERGY INFRASTRUCTURE Energy 96,950.0 $4.5M 0.09% +37K +61.8% $45.97 +70.3%
230 ALNY ALNYLAM PHARMACEUTICALS, INC. Healthcare 11,114.0 $4.4M 0.09% -13K -53.1% $397.65 -27.8%
231 HON HONEYWELL INTERNATIONAL INC. Industrials 22,161.0 $4.3M 0.09% -363.0 -1.6% $195.09 +11.6%
232 RBLX ROBLOX CORP Technology 53,250.0 $4.3M 0.09% $81.03 -46.0%
233 BWIN BALDWIN INSURANCE GROUP Financial Services 179,519.0 $4.3M 0.09% $24.03 -16.7%
234 CWST CASELLA WASTE SYSTEMS INC-A Industrials 43,355.0 $4.2M 0.09% NEW $97.94 -11.9%
235 CIEN CIENA CORPORATION Technology 18,119.0 $4.2M 0.09% -51K -73.7% $233.87 +137.1%
236 JLL JONES LANG LASALLE INCORPORATE Real Estate 12,500.0 $4.2M 0.09% NEW $336.47 -14.1%
237 SNPS SYNOPSYS, INC Technology 8,898.0 $4.2M 0.09% -2K -18.4% $469.72 +8.6%
238 VOO VANGUARD INDEX FUNDS S&P 500 6,618.0 $4.2M 0.09% +270.0 +4.2% $627.13 +8.3%
239 KAI KADANT INC Industrials 14,540.0 $4.1M 0.09% $285.02 +13.1%
240 VCEL VERICEL CORP Healthcare 114,790.0 $4.1M 0.09% $36.01 -8.0%
241 INTU INTUIT INC Technology 6,161.0 $4.1M 0.09% +510.0 +9.0% $662.42 -42.9%
242 VVV VALVOLINE INC Energy 139,756.0 $4.1M 0.08% $29.06 +11.4%
243 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 16,333.0 $4.0M 0.08% -950.0 -5.5% $247.02 +19.6%
244 VNQ BERKSHIRE HATHAWAY INC. - CLAS 8,025.0 $4.0M 0.08% $502.65 -81.3%
245 STRL STERLING INFRASTRUCTURE Industrials 13,075.0 $4.0M 0.08% -14K -52.5% $306.23 +190.3%
246 TREX TREX COMPANY, INC Industrials 113,175.0 $4.0M 0.08% $35.08 +10.0%
247 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,805.0 $3.9M 0.08% $579.45 -22.6%
248 RDDT REDDIT, INC Communication Services 17,100.0 $3.9M 0.08% +3K +19.4% $229.87 -32.0%
249 SKYT SKYWATER TECHNOLOGY INC Technology 214,560.0 $3.9M 0.08% $18.16 +97.2%
250 HCA HCA HEALTHCARE INC Healthcare 8,225.0 $3.8M 0.08% $466.86 -7.3%
251 ROST ROSS STORES INC Consumer Cyclical 21,225.0 $3.8M 0.08% -22K -51.4% $180.14 +18.4%
252 PH PARKER HANNIFIN CORP COM Industrials 4,257.0 $3.7M 0.08% $878.96 +0.2%
253 CAH CARDINAL HEALTH INC Healthcare 18,164.0 $3.7M 0.08% +9K +100.8% $205.50 -5.0%
254 WRBY WARBY PARKER INC Healthcare 170,680.0 $3.7M 0.08% +40K +30.3% $21.79 +32.6%
255 ICFI ICF INTL INC Industrials 43,556.0 $3.7M 0.08% $85.30 -28.7%
256 BROS DUTCH BROS INC Consumer Cyclical 59,590.0 $3.6M 0.08% +970.0 +1.6% $61.22 -16.7%
257 PTEN PATTERSON-UTI ENERGY INC. Energy 593,320.0 $3.6M 0.07% $6.11 +98.4%
258 MTDR MATADOR RESOURCES Energy 84,935.0 $3.6M 0.07% $42.44 +36.5%
259 FERG FERGUSON ENTERPRISES INC Industrials 15,806.0 $3.5M 0.07% +10K +150.9% $222.63 +4.2%
260 IFF INTERNATIONAL FLAVORS & FRAGRA Basic Materials 51,786.0 $3.5M 0.07% -6K -10.4% $67.39 +12.9%
261 HLNE HAMILTON LANE INC - CLASS A Financial Services 25,566.0 $3.4M 0.07% -16K -37.9% $134.31 -34.8%
262 CRM SALESFORCE INC Technology 12,960.0 $3.4M 0.07% -308.0 -2.3% $264.91 -36.7%
263 UPS UNITED PARCEL SERVICE - CL B Industrials 34,463.0 $3.4M 0.07% -7K -17.2% $99.19 -0.8%
264 TRNS TRANSCAT INC Industrials 58,780.0 $3.3M 0.07% +2K +3.7% $56.73 +36.4%
265 WELL WELLTOWER INC Real Estate 17,900.0 $3.3M 0.07% $185.61 +17.3%
266 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 113,385.0 $3.3M 0.07% NEW $29.04 -26.6%
267 NOW SERVICENOW Technology 21,455.0 $3.3M 0.07% +17K +396.6% $153.19 -40.9%
268 TENB TENABLE HOLDINGS Technology 139,050.0 $3.3M 0.07% $23.53 -13.1%
269 TSLA TESLA INC Consumer Cyclical 7,222.0 $3.2M 0.07% +925.0 +14.7% $449.72 -1.4%
270 RHHBY ROCHE HLDS LTD SPONSORED ADR 61,873.0 $3.2M 0.07% -3K -5.0% $51.78
271 RYAAY RYANAIR HOLDINGS PLC 43,000.0 $3.1M 0.06% $72.19
272 CNQ CANADIAN NATURAL RESOURCES Energy 91,670.0 $3.1M 0.06% +2K +2.5% $33.85 +40.5%
273 MDLZ MONDELEZ INTL INC Consumer Defensive 57,268.0 $3.1M 0.06% -7K -11.2% $53.83 +13.3%
274 LARK LANDMARK BANCORP INC. Financial Services 117,221.0 $3.1M 0.06% -2K -1.7% $26.19 +3.5%
275 DHR DANAHER CORP Healthcare 13,306.0 $3.0M 0.06% +4K +36.7% $228.92 -28.1%
276 MTCH MATCH GROUP INC Communication Services 94,155.0 $3.0M 0.06% -12K -11.3% $32.29 +10.7%
277 MORN MORNINGSTAR INC. Financial Services 13,827.0 $3.0M 0.06% -9K -40.6% $217.31 -23.6%
278 AGX ARGAN INC Industrials 9,590.0 $3.0M 0.06% $313.32 +130.5%
279 GPC GENUINE PARTS CO Consumer Cyclical 24,352.0 $3.0M 0.06% -25K -50.2% $122.96 -21.0%
280 TIC TIC SOLUTIONS Industrials 296,036.0 $3.0M 0.06% $10.11 -11.8%
281 KDP KEURIG DR PEPPER INC Consumer Defensive 106,782.0 $3.0M 0.06% -22K -17.2% $28.01 +3.9%
282 PRVA PRIVIA HEALTH GROUP Healthcare 124,535.0 $3.0M 0.06% $23.71 -2.0%
283 HAS HASBRO INC Consumer Cyclical 35,820.0 $2.9M 0.06% -1K -3.9% $82.00 +16.6%
284 PANW PALO ALTO NETWORKS, INC. Technology 15,912.0 $2.9M 0.06% $184.20 +29.3%
285 LLYVK LIBERTY MEDIA CORP - SER C LIB Communication Services 35,000.0 $2.9M 0.06% NEW $83.16 +20.3%
286 PBI PITNEY BOWES INC Industrials 269,960.0 $2.9M 0.06% -23K -7.9% $10.57 +49.7%
287 MIRM 4 05/01/29 MIRUM PHARMACEUTICALS (MIRM) - 1,100,000.0 $2.8M 0.06% $2.58
288 WING WINGSTOP INC Consumer Cyclical 11,800.0 $2.8M 0.06% +6K +113.8% $238.49 -50.1%
289 PTCT PTC Inc Healthcare 16,000.0 $2.8M 0.06% $174.21 -58.3%
290 LITE 0.5 12/15/26 LUMENTUM HOLDINGS (LITE) - 10. 750,000.0 $2.8M 0.06% $3.71
291 ISRG INTUITIVE SURGICAL INC Healthcare 4,878.0 $2.8M 0.06% $566.36 -24.4%
292 FWONA LIBERTY MEDIA CORP FORMULA ONE Communication Services 30,529.0 $2.7M 0.06% $89.38 -6.8%
293 LNTH LANTHEUS HOLDINGS INC Healthcare 40,385.0 $2.7M 0.06% -39K -49.1% $66.55 +45.3%
294 ENERGY TRANSFER LP (K-1) 162,625.0 $2.7M 0.06% $16.49
295 MTD METTLER-TOLEDO INTERNATIONAL I Healthcare 1,910.0 $2.7M 0.06% -28.0 -1.4% $1394.19 -25.3%
296 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,842.0 $2.6M 0.05% -148.0 -3.7% $681.92 +8.4%
297 AMAT APPLIED MATERIALS Technology 10,033.0 $2.6M 0.05% +3K +39.8% $256.99 +69.9%
298 F FORD MOTOR CO Consumer Cyclical 196,171.0 $2.6M 0.05% -16K -7.5% $13.12 +10.4%
299 NTDOY NINTENDO LIMITED 150,320.0 $2.5M 0.05% $16.90
300 DIS DISNEY (WALT) CO. Communication Services 22,281.0 $2.5M 0.05% -459.0 -2.0% $113.77 -7.3%
301 SYK STRYKER CORP Healthcare 7,197.0 $2.5M 0.05% $351.47 -13.1%
302 SHIFT4 PAYMENTS 6 DUE 5/1/28 30,000.0 $2.4M 0.05% $79.82
303 IQV IQVIA HOLDINGS INC Healthcare 10,600.0 $2.4M 0.05% -16K -59.7% $225.41 -24.3%
304 CCC CCC INTELLIGENT SOLUTIONS Technology 300,000.0 $2.4M 0.05% -310K -50.8% $7.95 -45.7%
305 ON ON SEMICONDUCTOR CORP Technology 43,880.0 $2.4M 0.05% +570.0 +1.3% $54.15 +118.6%
306 ARWR ARROWHEAD PHARMACEUTICALS Healthcare 35,780.0 $2.4M 0.05% NEW $66.39 +15.5%
307 AOS A. O. SMITH CORP Industrials 35,082.0 $2.3M 0.05% $66.88 -16.3%
308 ZYME ZYMEWORKS INC Healthcare 88,800.0 $2.3M 0.05% NEW $26.33 -9.0%
309 IONS IONIS PHARMACEUTICALS Healthcare 29,105.0 $2.3M 0.05% NEW $79.11 -1.9%
310 GE GE AEROSPACE Industrials 7,365.0 $2.3M 0.05% -815.0 -10.0% $308.03 -5.4%
311 INTC INTEL CORP Technology 59,341.0 $2.2M 0.04% -22K -26.9% $36.90 +214.2%
312 LRN 1.125 09/01/27 STRIDE INC (LRN) - 18.9109 con 1,600,000.0 $2.2M 0.04% $1.36
313 DDOG DATADOG, INC Technology 15,900.0 $2.2M 0.04% -38K -70.5% $135.99 +49.2%
314 CTAS CINTAS CORPORATION Industrials 11,465.0 $2.2M 0.04% -280.0 -2.4% $188.07 -11.8%
315 PATK 1.75 12/01/28 PATRICK INDUSTRIES INC (PATK) 1,250,000.0 $2.1M 0.04% $1.70
316 LMT LOCKHEED MARTIN CORP Industrials 4,379.0 $2.1M 0.04% -54.0 -1.2% $483.67 +7.6%
317 OLLI OLLIE'S BARGAIN OUTLET HOLDING Consumer Defensive 19,055.0 $2.1M 0.04% $109.61 -28.2%
318 ACM AECOM Industrials 21,800.0 $2.1M 0.04% $95.33 -25.2%
319 RBA RB GLOBAL INC Industrials 20,000.0 $2.1M 0.04% $102.87 -1.0%
320 MCK MCKESSON CORP Healthcare 2,500.0 $2.1M 0.04% $820.29 -8.9%
321 BE BLOOM ENERGY CORPORATION Industrials 23,395.0 $2.0M 0.04% NEW $86.89 +217.6%
322 IVV ISHARES S&P 500 INDEX FUND 2,934.0 $2.0M 0.04% -305.0 -9.4% $684.94 +8.4%
323 BIO.B BIO RAD LABORATORIES INC CL A Industrials 6,606.0 $2.0M 0.04% -3K -31.3% $302.99 -1.2%
324 MCO MOODY'S CORPORATION Financial Services 3,895.0 $2.0M 0.04% $510.85 -15.3%
325 EHC ENCOMPASS HEALTH CORPORATION Healthcare 18,520.0 $2.0M 0.04% $106.14 +1.1%
326 TDG TRANSDIGM GROUP INCORPORATED Industrials 1,446.0 $1.9M 0.04% $1329.85 -11.4%
327 ETN EATON CORP PLC Industrials 6,035.0 $1.9M 0.04% +537.0 +9.8% $318.51 +28.1%
328 AEP AMERICAN ELECTRIC POWER Utilities 16,613.0 $1.9M 0.04% $115.31 +8.5%
329 XYL XYLEM INC. Industrials 13,998.0 $1.9M 0.04% -1K -9.6% $136.18 -19.6%
330 EIX EDISON INTERNATIONAL INC Utilities 30,974.0 $1.9M 0.04% +355.0 +1.2% $60.02 +17.8%
331 ARRY 1 12/01/28 ARRAY TECHNOLOGIES INC (ARRY) 2,000,000.0 $1.8M 0.04% $0.91
332 TATT TAT TECHNOLOGIES Industrials 40,171.0 $1.8M 0.04% $44.66 -25.5%
333 SBUX STARBUCKS CORP Consumer Cyclical 21,066.0 $1.8M 0.04% -2K -9.4% $84.21 +26.4%
334 LHX L3 HARRIS TECHNOLOGIES Industrials 5,982.0 $1.8M 0.04% -50.0 -0.8% $293.57 +4.8%
335 AAOI APPLIED OPTOELECTRONICS, INC Technology 50,213.0 $1.8M 0.04% -10K -16.7% $34.86 +446.1%
336 CCL1EUR CARNIVAL CORP CLASS A PAIRED S 57,000.0 $1.7M 0.04% -203K -78.1% $30.54
337 TSN TYSON FOODS INC. Consumer Defensive 28,955.0 $1.7M 0.04% -1K -3.7% $58.62 +13.7%
338 MMM 3M CO Industrials 10,385.0 $1.7M 0.04% -2K -16.1% $160.10 -9.4%
339 QXO 5.5 05/15/28 QXO INC 5.5 05/15/28 (cr 2.47 30,000.0 $1.7M 0.03% $55.31
340 BURFORD CAPITAL LTD (BUR) 180,800.0 $1.6M 0.03% $8.92
341 CDRE CADRE HOLDINGS INC Industrials 39,166.0 $1.6M 0.03% -2K -4.1% $40.84 -27.1%
342 TMUS T-MOBILE US Communication Services 7,868.0 $1.6M 0.03% +6K +298.8% $203.04 -7.3%
343 EPD ENTERPRISE PRODUCTS PARTNERS ( Energy 49,650.0 $1.6M 0.03% -2K -4.4% $32.06 +22.4%
344 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 6,208.0 $1.6M 0.03% $256.03 -5.3%
345 ONE SPA WORLD HOLDINGS 75,621.0 $1.6M 0.03% $20.74
346 CIVI CIVITAS RESOURCES INC 56,065.0 $1.5M 0.03% +9K +19.8% $27.09
347 TLT I-SHARES BARCLAYS 20 YR TREAS 17,328.0 $1.5M 0.03% $87.16 -4.0%
348 PI IMPINJ INC Technology 8,536.0 $1.5M 0.03% -464.0 -5.2% $174.01 -16.9%
349 NKE NIKE INC Consumer Cyclical 22,991.0 $1.5M 0.03% -4K -15.4% $63.71 -34.0%
350 REGN REGENERON PHARMACEUTICALS Healthcare 1,891.0 $1.5M 0.03% NEW $771.87 -7.6%
351 VTRS VIATRIS INC Healthcare 117,177.0 $1.5M 0.03% $12.45 +38.6%
352 BLACKROCK INC 1,354.0 $1.4M 0.03% $1070.34
353 PRMB PRIMO BRANDS CORP CALSS A Consumer Defensive 88,600.0 $1.4M 0.03% $16.35 +42.3%
354 MTN VAIL RESORTS INC Consumer Cyclical 10,746.0 $1.4M 0.03% $132.80 -8.6%
355 DIAGEO PLC ADR (UK) 16,489.0 $1.4M 0.03% -4K -17.7% $86.27
356 CMC COMMERCIAL METALS CO Basic Materials 20,396.0 $1.4M 0.03% +258.0 +1.3% $69.22 +2.9%
357 GRDN GUARDIAN PHARMACY SERV - A Healthcare 46,196.0 $1.4M 0.03% -4K -7.6% $30.09 +20.5%
358 HROW HARROW INC Healthcare 28,119.0 $1.4M 0.03% -2K -6.3% $49.00 -37.0%
359 PATK PATRICK INDUSTRIES INC Consumer Cyclical 12,653.0 $1.4M 0.03% $108.43 -13.2%
360 NOG NORTHERN OIL AND GAS INC Energy 63,400.0 $1.4M 0.03% $21.47 +8.8%
361 BWMN BOWMAN CONSULTING GROUP LTD Industrials 41,175.0 $1.4M 0.03% -7K -14.2% $33.02 -5.6%
362 PSA PUBLIC STORAGE Real Estate 5,200.0 $1.3M 0.03% $259.50 +16.8%
363 ILMN ILLUMINA INC Healthcare 10,262.0 $1.3M 0.03% +221.0 +2.2% $131.16 +9.2%
364 PRCT PROCEPT BIOROBOTICS Healthcare 42,735.0 $1.3M 0.03% $31.46 -16.1%
365 HSTM HEALTHSTREAM INC Healthcare 57,846.0 $1.3M 0.03% -5K -8.3% $23.07 -1.2%
366 DOV DOVER CORP Industrials 6,686.0 $1.3M 0.03% -120.0 -1.8% $195.24 +9.8%
367 VLO VALERO ENERGY CORP Energy 7,989.0 $1.3M 0.03% +40.0 +0.5% $162.79 +50.4%
368 IEF ISHARES 7-10 YR TREASURY BOND 13,140.0 $1.3M 0.03% $96.16 -2.8%
369 LAMR LAMAR ADVERTISING - A Real Estate 9,968.0 $1.3M 0.03% $126.58 +16.5%
370 CRGY CRESCENT ENERGY COMPANY Energy 150,000.0 $1.3M 0.03% $8.39 +50.3%
371 ELV ELEVANCE HEALTH INC Healthcare 3,530.0 $1.2M 0.03% $350.55 +13.2%
372 UFPT UFP TECHNOLOGIES INC Healthcare 5,523.0 $1.2M 0.03% +748.0 +15.7% $222.03 -0.5%
373 IIIV i3 VERTICALS INC - CL A Technology 48,406.0 $1.2M 0.03% $25.19 -25.8%
374 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 105,548.0 $1.2M 0.03% $11.41 +1.8%
375 ORCL ORACLE CORP Technology 6,142.0 $1.2M 0.03% -2K -20.3% $194.91 +0.4%
376 BGS B&G FOODS Consumer Defensive 275,826.0 $1.2M 0.03% -14K -4.7% $4.30 -3.0%
377 OMCL OMNICELL INC Healthcare 26,111.0 $1.2M 0.03% -2K -7.4% $45.30 -3.3%
378 CPB CAMPBELL'S COMPANY Consumer Defensive 41,950.0 $1.2M 0.02% $27.87 -27.8%
379 AIOT POWERFLEET, INC Technology 213,899.0 $1.1M 0.02% +21K +10.8% $5.32 -39.3%
380 GCMG GCM GROSVENOR INC - CL A Financial Services 100,427.0 $1.1M 0.02% $11.32 -2.1%
381 HLMN HILLMAN SOLUTIONS CORP Industrials 130,555.0 $1.1M 0.02% $8.66 -13.7%
382 ESI ELEMENT SOLUTIONS INC Basic Materials 44,489.0 $1.1M 0.02% $24.99 +74.3%
383 ECL ECOLAB INC Basic Materials 4,233.0 $1.1M 0.02% -65.0 -1.5% $262.52 -5.2%
384 CLF CLEVELAND-CLIFFS INC Basic Materials 83,650.0 $1.1M 0.02% -10K -11.0% $13.28 -22.4%
385 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 11,870.0 $1.1M 0.02% $91.21 -1.7%
386 EQIX EQUINIX INC Real Estate 1,412.0 $1.1M 0.02% $766.16 +40.9%
387 FEIM FREQUENCY ELECTRONICS INC. Technology 20,085.0 $1.1M 0.02% NEW $53.84 +12.1%
388 IWD ISHARES RUSSELL 1000 VALUE 5,140.0 $1.1M 0.02% -2K -27.4% $210.34 +10.4%
389 SREA SEMPRA Utilities 12,200.0 $1.1M 0.02% $88.29 -75.6%
390 BLFS BioLife Solutions Healthcare 44,188.0 $1.1M 0.02% -5K -9.8% $24.18 -14.1%
391 LMAT LEMAITRE VASCULAR Healthcare 13,144.0 $1.1M 0.02% $81.10 +22.7%
392 ASIC ATEGRITY SPECIALTY HOLDINGS Financial Services 50,213.0 $1.1M 0.02% $21.01 -5.6%
393 DUPONT DE NEMOURS INC (DD) 25,969.0 $1.0M 0.02% -329.0 -1.2% $40.20
394 AMSC AMERICAN SUPERCONDUCTOR Industrials 36,154.0 $1.0M 0.02% +3K +9.6% $28.78 +91.3%
395 VRRM VERRA MOBILITY CORPORATION Technology 46,341.0 $1.0M 0.02% $22.41 -40.9%
396 NXP SEMI ADR 4,776.0 $1.0M 0.02% +279.0 +6.2% $217.06
397 IBB ISHARES NASDAQ BIOTECHNOLOGY 6,125.0 $1.0M 0.02% $168.77 -1.1%
398 PEB PEBBLEBROOK HOTEL TRUST Real Estate 90,000.0 $1.0M 0.02% $11.32 +26.1%
399 MAMA MAMA'S CREATIONS INC Consumer Defensive 75,320.0 $1.0M 0.02% NEW $13.49 +4.8%
400 TRV TRAVELERS COMPANIES, INC Financial Services 3,486.0 $1.0M 0.02% NEW $290.06 +2.8%
401 Q QNITY ELECTRONICS INC Technology 12,339.0 $1.0M 0.02% NEW $81.65 +101.0%
402 ADBE ADOBE INC Technology 2,832.0 $991K 0.02% NEW $349.99 -29.3%
403 YUM YUM! BRANDS INC Consumer Cyclical 6,537.0 $989K 0.02% +193.0 +3.0% $151.28 -0.4%
404 BAX BAXTER INTL INC Healthcare 51,505.0 $984K 0.02% -30K -37.1% $19.11 -9.5%
405 TJX TJX COMPANIES INC Consumer Cyclical 6,389.0 $981K 0.02% -2K -25.4% $153.61 -4.1%
406 CMP COMPASS MINERALS INTERNATIONAL Basic Materials 49,649.0 $975K 0.02% -7K -12.0% $19.64 +53.5%
407 SHOP SHOPIFY INC Technology 6,031.0 $971K 0.02% NEW $160.97 -39.5%
408 STKL SUNOPTA INC Consumer Defensive 253,778.0 $964K 0.02% $3.80 +71.1%
409 IAU* ISHARES COMEX GOLD TRUST 11,708.0 $950K 0.02% -1K -10.3% $81.17
410 AMD ADVANCED MICRO DEVICES Technology 4,425.0 $948K 0.02% -1K -19.2% $214.16 +98.0%
411 WRB BERKLEY W R CORP Financial Services 13,465.0 $944K 0.02% -557.0 -4.0% $70.12 -5.8%
412 CPRX CATALYST PHARMACEUTICALS INC Healthcare 40,171.0 $938K 0.02% $23.34 +33.5%
413 SLP SIMULATIONS PLUS, INC Healthcare 51,218.0 $934K 0.02% $18.23 -26.6%
414 MAC MACERICH CO Real Estate 50,000.0 $923K 0.02% $18.46 +21.0%
415 TKR TIMKEN CO Industrials 10,864.0 $914K 0.02% $84.13 +38.8%
416 KINIKSA PHARMACEUTICALS INTERN 22,091.0 $911K 0.02% NEW $41.25
417 APP APPLOVIN CORP Technology 1,350.0 $910K 0.02% +125.0 +10.2% $673.82 -25.6%
418 PM PHILIP MORRIS INTERNATIONAL (P Consumer Defensive 5,553.0 $891K 0.02% +90.0 +1.6% $160.40 +19.6%
419 PTC THERAPEUTICS INC (PTCT) - 600,000.0 $889K 0.02% $1.48
420 PSTL POSTAL REALTY TRUST INC - CL A Real Estate 55,000.0 $888K 0.02% $16.14 +42.5%
421 ARGX ARGENX SE Healthcare 1,050.0 $883K 0.02% $840.95 -5.0%
422 NTST NETSTREIT, CORP Real Estate 50,000.0 $882K 0.02% $17.64 +16.5%
423 HAYW HAYWARD HOLDINGS INC Industrials 56,533.0 $873K 0.02% $15.45 -10.0%
424 MRVL MARVELL TECHNOLOGY INC Technology 10,181.0 $865K 0.02% $84.98 +114.9%
425 WAB WESTINGHOUSE AIR BRAKE TECH CO Industrials 4,050.0 $864K 0.02% +1K +36.1% $213.45 +26.2%
426 CDNL CARDINAL INFRASTRUCTURE GR-A Industrials 35,149.0 $850K 0.02% NEW $24.18 +115.7%
427 O REALTY INCOME CORP COMMON Real Estate 15,040.0 $848K 0.02% $56.37 +9.9%
428 OTIS OTIS WORLDWIDE CORP Industrials 9,684.0 $846K 0.02% $87.35 -16.4%
429 KRATOS DEFENSE & SECURITY SOLU 11,045.0 $838K 0.02% -3K -21.1% $75.91
430 GDYN GRID DYNAMICS HOLDINGS INC Technology 92,392.0 $834K 0.02% +15K +20.0% $9.03 -28.3%
431 NLOP NET LEASE OFFICE PROPERTIES Real Estate 31,432.0 $811K 0.02% $25.79 -55.3%
432 RCAT RED CAT HOLDINGS Technology 100,427.0 $796K 0.02% +15K +18.1% $7.93 +22.8%
433 TDC TERADATA CORPORATION Technology 25,609.0 $780K 0.02% -3K -11.7% $30.44 +9.9%
434 GS GOLDMAN SACHS GROUP INC. Financial Services 883.0 $776K 0.02% NEW $879.00 +10.2%
435 LW LAMB WESTON HOLDINGS INC Consumer Defensive 18,505.0 $775K 0.02% $41.89 +1.1%
436 LASR NLIGHT INC Technology 20,085.0 $753K 0.02% $37.51 +116.8%
437 CHCT COMMUNITY HEALTHCARE TRUST INC Real Estate 44,790.0 $735K 0.01% $16.42 +2.7%
438 PNC PNC FINANCIAL SERVICES GROUP Financial Services 3,497.0 $730K 0.01% NEW $208.73 +2.3%
439 CDNS CADENCE DESIGN SYSTEMS, INC Technology 2,325.0 $727K 0.01% -26.0 -1.1% $312.58 +11.1%
440 CIGI COLLIERS INTL GROUP INC Real Estate 4,884.0 $718K 0.01% $147.01 -37.4%
441 CALX CALIX, INC Technology 13,562.0 $718K 0.01% $52.93 -24.8%
442 ANET ARISTA NETWORKS Technology 5,465.0 $716K 0.01% -4K -41.5% $131.03 +8.3%
443 DELL DELL INC Technology 5,656.0 $712K 0.01% +3K +90.9% $125.88 +96.9%
444 CARL CARLSMED INC Healthcare 55,235.0 $682K 0.01% $12.35 -10.9%
445 EQT EQT CORPORATION Energy 12,710.0 $681K 0.01% NEW $53.60 +5.5%
446 PHR PHREESIA INC (PHR) Healthcare 40,171.0 $680K 0.01% $16.92 -48.2%
447 WDS WOODSIDE ENERGY GROUP ADR Energy 42,726.0 $666K 0.01% -2K -5.2% $15.59 +43.2%
448 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 43,700.0 $658K 0.01% $15.06 -32.2%
449 FSLR FIRST SOLAR, INC Energy 2,470.0 $645K 0.01% -550.0 -18.2% $261.23 -11.3%
450 CAT CATERPILLAR INC Industrials 1,126.0 $645K 0.01% -16.0 -1.4% $572.87 +55.1%
451 NCNO NCINO, INC Technology 24,828.0 $637K 0.01% -2K -7.2% $25.64 -43.0%
452 KVUE KENVUE, INC Consumer Defensive 36,440.0 $629K 0.01% -440.0 -1.2% $17.25 -0.3%
453 BSX BOSTON SCIENTIFIC CORPORATION Healthcare 6,537.0 $623K 0.01% -3K -28.5% $95.35 -44.8%
454 STX SEAGATE TECHNOLOGY Technology 2,175.0 $599K 0.01% -2K -41.2% $275.39 +192.2%
455 AMT AMERICAN TOWER CORP (REIT) Real Estate 3,400.0 $597K 0.01% $175.57 -2.8%
456 SPOT SPOTIFY TECHNOLOGY Communication Services 1,025.0 $595K 0.01% -300.0 -22.6% $580.71 -25.5%
457 WD WALKER & DUNLOP INC (WD) Financial Services 9,400.0 $565K 0.01% $60.15 -11.9%
458 TT TRANE TECHNOLOGIES PLC Industrials 1,450.0 $564K 0.01% +32.0 +2.3% $389.20 +23.8%
459 TXN TEXAS INSTRUMENTS INC. Technology 3,150.0 $546K 0.01% -25.0 -0.8% $173.49 +76.6%
460 LOVE THE LOVESAC CO Consumer Cyclical 35,601.0 $525K 0.01% $14.75 +3.9%
461 PMTS CPI CARD GROUP INC Financial Services 35,149.0 $516K 0.01% $14.68 +9.9%
462 CHD CHURCH & DWIGHT CO. INC. Consumer Defensive 6,030.0 $506K 0.01% $83.85 +12.2%
463 CVU CPI AEROSTRUCTURES INC Industrials 127,300.0 $504K 0.01% NEW $3.96 -7.8%
464 CMG CHIPOTLE MEXICAN GRILL- CLASS Consumer Cyclical 13,610.0 $504K 0.01% -335.0 -2.4% $37.00 -11.8%
465 AMBQ AMBIQ MICRO INC Technology 17,073.0 $487K 0.01% $28.50 +147.6%
466 BMRN 1.25 05/15/27 BIOMARIN PHARMACEUTICAL (BMRN) 500,000.0 $479K 0.01% $0.96
467 DOCU DOCUSIGN, INC Technology 6,970.0 $477K 0.01% -65.0 -0.9% $68.40 -33.5%
468 KIDS ORTHOPEDIATRICS CORP Healthcare 26,703.0 $474K 0.01% $17.76 +0.8%
469 NUTANIX INC - A 8,950.0 $463K 0.01% -88K -90.8% $51.69
470 CNS COHEN & STEERS INC. Financial Services 6,980.0 $438K 0.01% NEW $62.78 +15.5%
471 CLB CORE LABORATORIES NV Energy 26,975.0 $432K 0.01% -4K -13.4% $16.03 -18.5%
472 NET CLOUDFLARE INC - CL A Technology 2,150.0 $424K 0.01% NEW $197.15 +1.3%
473 CONSUMER STAPLES SPDR FD 5,275.0 $410K 0.01% -5K -50.5% $77.68
474 ONON ON HOLDING AG Consumer Cyclical 8,450.0 $393K 0.01% NEW $46.48 -20.7%
475 E ENI S P A (trades w/20bps adr Energy 9,875.0 $375K 0.01% NEW $37.94 +45.8%
476 FIRSTSERVICE CORP NEW 2,369.0 $368K 0.01% $155.53
477 LOW LOWES COMPANIES INC. Consumer Cyclical 1,455.0 $351K 0.01% -10.0 -0.7% $241.16 -7.3%
478 ALTRIA GROUP (MO) 6,002.0 $346K 0.01% +190.0 +3.3% $57.66
479 NEE NEXTERA ENERGY INC Utilities 4,173.0 $335K 0.01% +270.0 +6.9% $80.28 +19.2%
480 FTAIN FTAI AVIATION LTD Industrials 1,650.0 $325K 0.01% NEW $196.85 -87.1%
481 TOTALENERGIES SE (FR) 4,953.0 $324K 0.01% NEW $65.42
482 UMBFO UMB FINANCIAL CORP Financial Services 2,800.0 $322K 0.01% $115.04 -77.0%
483 FANG DIAMONDBACK ENERGY INC Energy 2,108.0 $317K 0.01% +200.0 +10.5% $150.33 +33.2%
484 STRZ STARZ ENTERTAINMENT CORP Communication Services 26,687.0 $312K 0.01% -28K -51.3% $11.70 +87.4%
485 APELLIS PHARMACEUTICALS INC (A 300,000.0 $308K 0.01% $1.03
486 NVS NOVARTIS AG ADR Healthcare 2,140.0 $295K 0.01% NEW $137.87 +8.6%
487 CHUBB LTD 915.0 $286K 0.01% $312.12
488 ITW ILLINOIS TOOL WORKS INC Industrials 1,149.0 $283K 0.01% -1K -46.9% $246.30 +1.8%
489 NOC NORTHROP GRUMMAN CORP Industrials 495.0 $282K 0.01% $570.21 -3.8%
490 VOE VANGUARD MID-CAP VALUE ETF 1,556.0 $276K 0.01% $177.37 +7.5%
491 ARCC ARES CAPITAL CORP Financial Services 13,311.0 $269K 0.01% $20.23 -6.6%
492 SJM JM SMUCKER CO Consumer Defensive 2,675.0 $262K 0.01% -65.0 -2.4% $97.81 +2.4%
493 JCI JOHNSON CONTROLS INC Industrials 2,058.0 $246K 0.01% -44.0 -2.1% $119.75 +20.1%
494 DG DOLLAR GENERAL CORP Consumer Defensive 1,853.0 $246K 0.01% NEW $132.77 -20.9%
495 AFL AFLAC INCORPORATED Financial Services 2,170.0 $239K 0.01% $110.27 +5.9%
496 MKTX MARKETAXESS HOLDINGS, INC. Financial Services 1,314.0 $238K 0.01% -7K -83.3% $181.25 -22.5%
497 ZTS ZOETIS INC Healthcare 1,852.0 $233K 0.01% -115.0 -5.8% $125.82 -40.0%
498 NSRGY NESTLE S A SPONSORED ADR REPST 2,310.0 $230K 0.01% $99.39
499 ADP AUTOMATIC DATA PROCESSING INC Industrials 850.0 $219K 0.01% $257.23 -16.6%
500 FSS FEDERAL SIGNAL Industrials 2,009.0 $218K 0.01% -491.0 -19.6% $108.59 +6.0%
501 MKC MCCORMICK & CO INC Consumer Defensive 3,165.0 $216K 0.00% -3K -48.7% $68.11 -31.7%
502 DVN DEVON ENERGY CORP Energy 5,635.0 $206K 0.00% NEW $36.63 +29.0%
503 SBGSY SCHNEIDER ELEC UNSP/ADR (FRENC 3,705.0 $204K 0.00% $55.18
504 SLQT SELECTQUOTE INC Financial Services 15,000.0 $21K $1.41 -15.6%

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 21.5%
Healthcare 16.7%
Energy 14.5%
Industrials 12.3%
Consumer Defensive 11.2%
Financial Services 9.2%
Consumer Cyclical 5.3%
Basic Materials 4.1%
Communication Services 2.9%
Utilities 1.3%