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Mesirow Financial Investment Management, Inc.

· CIK 0001469475
13F Portfolio $6.2B AUM 517 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 976,689 $468.0M 7.58% +164K +20.2% $479.20 +148127.2%
2 ETHV VANECK ETF TRUST Financial Services 2,675,294 $258.7M 4.19% +691K +34.8% $96.70 -66.4%
3 AAPL APPLE INC Technology 974,704 $247.4M 4.01% -25K -2.5% $253.79 +18.3%
4 GSG ISHARES TR Financial Services 1,568,315 $195.0M 3.16% +480K +44.0% $124.31 -72.5%
5 MSFT MICROSOFT CORP Technology 456,761 $169.1M 2.74% +167K +57.7% $370.18 +10.6%
6 GSG ISHARES TR Financial Services 243,758 $159.2M 2.58% +85K +53.2% $653.27 -94.8%
7 INVESTMENT MANAGERS SER TR I 4,363,542 $158.3M 2.56% +2.7M +167.7% $36.28
8 GOOGL ALPHABET INC Communication Services 543,230 $155.8M 2.52% +20K +3.7% $286.86 +39.8%
9 GSG ISHARES TR Financial Services 1,054,680 $150.2M 2.43% +315K +42.6% $142.43 -76.0%
10 GSG ISHARES TR Financial Services 2,063,935 $139.4M 2.26% +1.5M +251.3% $67.53 -49.4%
11 VOO VANGUARD INDEX FDS 207,880 $124.2M 2.01% +65K +45.7% $597.57 +13.7%
12 GSG ISHARES TR Financial Services 1,126,058 $109.5M 1.77% +821K +268.6% $97.23 -64.8%
13 GOOGL ALPHABET INC Communication Services 372,655 $107.2M 1.74% +12K +3.3% $287.56 +39.5%
14 JPM JPMORGAN CHASE & CO Financial Services 311,969 $91.8M 1.49% +17K +5.7% $294.16 +2.0%
15 GLD SPDR GOLD TR Financial Services 202,840 $87.3M 1.41% +41K +25.2% $430.29 -0.7%
16 AMZN AMAZON COM INC Consumer Cyclical 407,829 $84.9M 1.38% +63K +18.4% $208.27 +26.8%
17 STT STATE STR SPDR S&P 500 ETF T Financial Services 129,793 $84.4M 1.37% +14K +12.5% $650.30 -76.4%
18 VYMI VANGUARD WHITEHALL FDS 552,464 $81.8M 1.32% +156K +39.4% $148.10 -33.6%
19 GSG ISHARES TR Financial Services 176,756 $75.4M 1.22% +45K +34.3% $426.44 -92.0%
20 VXUS VANGUARD STAR FDS 972,639 $75.0M 1.22% +337K +53.1% $77.11 +7.8%
21 GSG ISHARES TR Financial Services 724,150 $70.3M 1.14% +430K +146.5% $97.13 -64.8%
22 GSG ISHARES TR Financial Services 690,898 $69.5M 1.13% +225K +48.2% $100.66 -66.0%
23 CAT CATERPILLAR INC Industrials 89,940 $63.7M 1.03% -1K -1.3% $708.46 +25.4%
24 RTX RTX CORPORATION Industrials 288,890 $55.7M 0.90% +14K +5.0% $192.90 -8.9%
25 TROW T ROWE PRICE ETF INC Financial Services 1,528,965 $54.4M 0.88% +624K +68.9% $35.59 +187.7%
26 GSG ISHARES TR Financial Services 641,570 $53.0M 0.86% +463K +260.2% $82.57 -58.6%
27 AVGO BROADCOM INC Technology 160,012 $49.5M 0.80% +15K +10.2% $309.51 +37.4%
28 FDX FEDEX CORP Industrials 132,517 $47.2M 0.76% +7K +5.9% $356.19 +6.7%
29 TMO THERMO FISHER SCIENTIFIC INC Healthcare 90,383 $44.4M 0.72% +6K +7.1% $491.54 -8.8%
30 GSG ISHARES TR Financial Services 207,297 $44.3M 0.72% +40K +23.6% $213.67 -84.0%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 43,295 $43.1M 0.70% $996.60 +4.5%
32 FEGE RBB FUND TRUST 917,976 $43.1M 0.70% +382K +71.4% $47.00 +4.9%
33 VUG VANGUARD INDEX FDS 98,383 $43.0M 0.70% +30K +43.6% $436.95 -80.0%
34 NVDA NVIDIA CORPORATION Technology 244,268 $42.6M 0.69% +147K +151.4% $174.40 +35.2%
35 VEA VANGUARD TAX-MANAGED FDS 663,651 $42.5M 0.69% +214K +47.5% $64.08 +7.8%
36 VIGI VANGUARD SPECIALIZED FUNDS 196,954 $42.4M 0.69% +69K +54.1% $215.06 -57.2%
37 AKRE PROFESIONALLY MANAGED PORTFO 797,393 $42.1M 0.68% -1.2M -60.4% $52.85 +0.5%
38 CVX CHEVRON CORPORATION Energy 200,475 $41.5M 0.67% +1K +0.5% $206.90 -9.8%
39 GSG ISHARES TR Financial Services 194,332 $41.0M 0.66% +102K +110.8% $211.15 -83.8%
40 VTV VANGUARD INDEX FDS 208,072 $40.8M 0.66% +52K +33.2% $196.20 +5.3%
41 BANK AMERICA CORP 822,060 $40.1M 0.65% +59K +7.7% $48.75
42 GSG ISHARES TR Financial Services 439,624 $39.8M 0.64% +142K +47.5% $90.53 -62.2%
43 LOWES COS INC 167,659 $39.6M 0.64% +3K +1.6% $236.28
44 IVR INVESCO QQQ TR Real Estate 64,706 $37.4M 0.60% +35K +118.9% $577.23 -98.6%
45 GSG ISHARES TR Financial Services 563,116 $36.2M 0.59% +80K +16.5% $64.35 -46.9%
46 GSG ISHARES TR Financial Services 278,458 $35.7M 0.58% +189K +211.4% $128.13 -73.3%
47 ABBV ABBVIE INC Healthcare 158,536 $34.5M 0.56% +8K +5.3% $217.49 -3.3%
48 ORCL ORACLE CORP Technology 232,362 $34.2M 0.55% +128K +122.4% $147.10 +33.0%
49 UNP UNION PAC CORP Industrials 134,360 $32.6M 0.53% +7K +5.2% $242.62 +11.0%
50 TEL TE CONNECTIVITY PLC Technology 150,543 $31.5M 0.51% $209.02 -1.1%
51 VANGUARD WORLD FD 132,573 $31.3M 0.51% +25K +23.1% $236.35
52 LIN LINDE PLC Basic Materials 61,686 $30.6M 0.49% +2K +3.5% $495.75 +3.2%
53 VCSH VANGUARD SCOTTSDALE FDS 376,495 $29.8M 0.48% +214K +132.1% $79.27 -0.6%
54 PEP PEPSICO INC Consumer Defensive 190,712 $29.6M 0.48% +105K +121.5% $155.29 -4.3%
55 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 41 $29.4M 0.48% +1 +2.5% $718140.00 -1.1%
56 WMT WALMART INC Consumer Defensive 234,533 $29.1M 0.47% +30K +14.9% $124.28 +6.6%
57 VT VANGUARD INTL EQUITY INDEX F 205,920 $28.5M 0.46% +15K +7.8% $138.32 +11.0%
58 JNJ JOHNSON & JOHNSON Healthcare 114,945 $28.1M 0.46% +13K +12.6% $244.44 -5.6%
59 VOE VANGUARD INDEX FDS 147,982 $27.3M 0.44% +51K +53.0% $184.28 +3.5%
60 V VISA INC Financial Services 88,075 $26.6M 0.43% +10K +12.2% $302.25 +6.7%
61 MA MASTERCARD INCORPORATED Financial Services 49,819 $24.9M 0.40% +11K +28.2% $499.66 -1.9%
62 VTI VANGUARD INDEX FDS 76,896 $24.7M 0.40% +6K +8.5% $320.81 +13.1%
63 VO VANGUARD INDEX FDS 84,386 $24.2M 0.39% +9K +12.2% $287.18 -73.4%
64 SSGA ACTIVE ETF TR 485,443 $24.0M 0.39% +109K +28.8% $49.50
65 GSG ISHARES TR Financial Services 95,201 $23.6M 0.38% +11K +12.8% $248.00 -86.2%
66 FITBI FIFTH THIRD BANCORP Financial Services 483,766 $22.5M 0.36% -53K -9.9% $46.46 -45.2%
67 BLK BLACKROCK INC Financial Services 22,875 $22.0M 0.36% +470 +2.1% $961.78 +12.5%
68 J JACOBS SOLUTIONS INC Industrials 171,318 $21.8M 0.35% +4K +2.2% $127.28 -11.4%
69 ACN ACCENTURE PLC IRELAND Technology 109,754 $21.8M 0.35% +7K +6.7% $198.28 -14.9%
70 GSG ISHARES TR Financial Services 882,856 $21.4M 0.35% +437K +98.1% $24.24 +41.0%
71 AAL AMERICAN EXPRESS CO Industrials 70,371 $21.3M 0.34% +2K +2.8% $302.47 -95.9%
72 SYK STRYKER CORPORATION Healthcare 64,583 $21.2M 0.34% +6K +9.8% $328.58 -7.0%
73 DISNEY WALT CO 219,096 $21.1M 0.34% +16K +7.8% $96.38
74 UNH UNITEDHEALTH GROUP INC Healthcare 72,571 $19.6M 0.32% +16K +27.9% $270.60 +47.5%
75 META META PLATFORMS INC Communication Services 33,638 $19.2M 0.31% +12K +57.0% $572.22 +8.1%
76 GLW CORNING INC Technology 141,426 $19.2M 0.31% +8K +6.4% $135.97 +53.2%
77 GSG ISHARES TR Financial Services 330,129 $18.7M 0.30% +17K +5.5% $56.79 -39.8%
78 CRM SALESFORCE INC Technology 99,885 $18.6M 0.30% +8K +8.5% $186.67 -10.2%
79 VONG VANGUARD SCOTTSDALE FDS 168,410 $18.5M 0.30% +69K +68.8% $109.69 +16.7%
80 GSG ISHARES TR Financial Services 162,293 $18.4M 0.30% +5K +3.0% $113.11 -69.8%
81 PM PHILIP MORRIS INTL INC Consumer Defensive 109,138 $18.0M 0.29% +54K +99.1% $165.34 +16.0%
82 GSG ISHARES TR Financial Services 739,406 $17.9M 0.29% +351K +90.2% $24.24 +41.0%
83 IEMG ISHARES INC 252,832 $17.6M 0.29% +69K +37.7% $69.75 +14.0%
84 VOOV VANGUARD ADMIRAL FDS INC 83,626 $17.0M 0.28% +49K +142.1% $203.79 +5.9%
85 ABT ABBOTT LABORATORIES Healthcare 163,286 $16.8M 0.27% +890 +0.6% $102.67 -17.7%
86 STT STATE STR SPDR S&P MIDCAP 40 Financial Services 26,910 $16.6M 0.27% +5K +22.3% $616.69 -75.1%
87 HD HOME DEPOT INC Consumer Cyclical 50,074 $16.5M 0.27% +8K +18.7% $328.90 -7.5%
88 PG PROCTER & GAMBLE CO Consumer Defensive 112,290 $16.2M 0.26% +54K +93.3% $144.44 -1.2%
89 EFSC ENTERPRISE PRODS PARTNERS L Financial Services 428,545 $16.2M 0.26% +4K +0.9% $37.84 +56.9%
90 GSG ISHARES TR Financial Services 637,798 $16.2M 0.26% +320K +100.5% $25.33 +35.0%
91 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 53,095 $16.1M 0.26% +931 +1.8% $304.08 +4.1%
92 SDY SPDR SERIES TRUST 110,265 $16.1M 0.26% +20K +21.7% $145.94 +0.1%
93 COP CONOCOPHILLIPS Energy 117,225 $15.5M 0.25% +12K +11.2% $132.00 -9.9%
94 NKE NIKE INC Consumer Cyclical 291,670 $15.4M 0.25% +182K +165.0% $52.82 -20.4%
95 CBNK CAPITAL GROUP CORE BALANCED Financial Services 439,352 $15.1M 0.24% +186K +73.4% $34.41 -12.8%
96 CCEP COCA COLA CO Consumer Defensive 196,953 $15.0M 0.24% +991 +0.5% $76.05 +17.5%
97 SCHD SCHWAB STRATEGIC TR 482,380 $14.8M 0.24% +178K +58.6% $30.68 +3.4%
98 XOM EXXON MOBIL CORP Energy 85,795 $14.6M 0.24% +9K +12.3% $169.66 -9.9%
99 IVR INVESCO EXCHANGE TRADED FD T Real Estate 74,100 $14.2M 0.23% +65K +675.3% $191.92 -95.8%
100 GSG ISHARES GOLD TR Financial Services 159,293 $14.0M 0.23% +22K +16.0% $88.16 -61.2%
101 NAK NORTHERN TR CORP Basic Materials 99,578 $13.9M 0.23% +61K +157.4% $139.57 -98.4%
102 LLY ELI LILLY & CO Healthcare 14,790 $13.6M 0.22% +782 +5.6% $919.96 +9.4%
103 GSG ISHARES TR Financial Services 152,290 $13.5M 0.22% -3K -1.7% $88.49 -61.4%
104 AMPY AMPLIFY ETF TR Energy 296,105 $13.3M 0.21% +191K +181.0% $44.85 -88.3%
105 PFE PFIZER INC Healthcare 468,406 $13.2M 0.21% +287K +157.9% $28.08 -8.3%
106 VUSB VANGUARD BD INDEX FDS 260,296 $13.0M 0.21% +123K +90.2% $49.78 -0.2%
107 MCD MCDONALDS CORP Consumer Cyclical 41,585 $12.9M 0.21% +550 +1.3% $310.81 -11.5%
108 VWO VANGUARD INTL EQUITY INDEX F 234,308 $12.7M 0.20% +42K +21.7% $54.05 +8.1%
109 NFLX NETFLIX INC. Communication Services 131,624 $12.7M 0.20% +77K +139.4% $96.15 -9.6%
110 SCHWAB CHARLES CORP 132,632 $12.5M 0.20% +15K +12.7% $93.98
111 ALL ALLSTATE CORP Financial Services 58,515 $12.1M 0.20% +2K +3.3% $207.34 +4.8%
112 GSG ISHARES TR Financial Services 111,488 $11.9M 0.19% +594 +0.5% $106.50 -67.9%
113 DFAC DIMENSIONAL ETF TRUST 284,811 $11.1M 0.18% +142K +98.8% $38.86 +10.6%
114 KMI KINDER MORGAN INC DEL Energy 324,692 $10.9M 0.18% +120K +58.9% $33.53 -0.4%
115 GSG ISHARES TR Financial Services 79,980 $10.6M 0.17% +13K +20.2% $132.50 -74.2%
116 GSG ISHARES TR Financial Services 454,359 $10.6M 0.17% +238K +109.8% $23.26 +47.0%
117 XLK SELECT SECTOR SPDR TR 79,154 $10.5M 0.17% +21K +36.8% $132.90 +32.7%
118 ENB ENBRIDGE INC Energy 193,914 $10.5M 0.17% +22K +12.6% $54.14 +3.8%
119 HON HONEYWELL INTL INC Industrials 45,809 $10.4M 0.17% +15K +49.0% $226.01 -3.7%
120 SBUX STARBUCKS CORP Consumer Cyclical 111,189 $10.0M 0.16% +2K +1.7% $89.59 +18.8%
121 ETHV VANECK ETF TRUST Financial Services 268,142 $9.4M 0.15% +53K +24.6% $35.19 -7.7%
122 NTRA NATERA INC Healthcare 45,930 $9.2M 0.15% +23K +100.2% $199.99 -1.5%
123 WT WISDOMTREE TR Financial Services 108,577 $9.0M 0.15% +20K +22.5% $82.83 -76.1%
124 ITW ILLINOIS TOOL WKS INC Industrials 30,899 $8.0M 0.13% -424 -1.4% $260.26 -3.6%
125 GSG ISHARES TR Financial Services 243,711 $7.4M 0.12% +79K +48.4% $30.32 +12.8%
126 VB VANGUARD INDEX FDS 28,196 $7.4M 0.12% +3K +13.9% $261.92 +7.6%
127 VTWO VANGUARD SCOTTSDALE FDS 70,454 $7.1M 0.11% +1K +1.8% $100.18 +12.0%
128 ONEOK INC NEW 75,478 $6.8M 0.11% +38K +101.7% $90.39
129 SPYD SPDR SERIES TRUST 146,506 $6.7M 0.11% +61K +71.9% $45.52 +1.5%
130 GSG ISHARES TR Financial Services 288,723 $6.6M 0.11% +152K +111.6% $22.92 +49.2%
131 CSCO CISCO SYS INC Technology 81,971 $6.4M 0.10% +1K +1.7% $77.59 +48.9%
132 ADBE ADOBE INC Technology 24,526 $6.0M 0.10% +1K +5.9% $243.06 +1.9%
133 BFST INTERNATIONAL BUSINESS MACHS Financial Services 23,654 $5.7M 0.09% +3K +13.2% $242.38 -88.9%
134 GSG ISHARES TR Financial Services 65,890 $5.7M 0.09% +9K +16.3% $86.64 -60.5%
135 PSX PHILLIPS 66 Energy 30,802 $5.6M 0.09% +16K +103.9% $182.16 -5.8%
136 AAL AMERICAN ELEC PWR CO INC Industrials 41,023 $5.4M 0.09% +1K +3.1% $131.09 -90.6%
137 ZTS ZOETIS INC Healthcare 44,454 $5.3M 0.09% +5K +13.8% $118.20 -36.1%
138 KOLD PROSHARES TR Financial Services 86,000 $5.2M 0.09% -6K -6.7% $61.00 -59.1%
139 TSLA TESLA INC Consumer Cyclical 14,012 $5.2M 0.08% +6K +79.3% $371.70 +19.3%
140 FLXR TCW ETF TRUST 131,296 $5.2M 0.08% +61K +86.6% $39.27 -0.6%
141 AMLP ALPS ETF TR 96,319 $5.1M 0.08% +21K +28.5% $52.64 +2.7%
142 AMGN AMGEN INC Healthcare 14,398 $5.1M 0.08% +1K +9.6% $351.87 -7.3%
143 MCK MCKESSON CORP Healthcare 5,806 $5.0M 0.08% -271 -4.5% $865.41 -13.7%
144 CME CME GROUP INC Financial Services 16,769 $5.0M 0.08% +988 +6.3% $295.39 +1.2%
145 UBER UBER TECHNOLOGIES INC Technology 68,061 $4.9M 0.08% +25K +56.6% $71.93 +3.8%
146 TJX COS INC NEW 30,651 $4.9M 0.08% -201 -0.7% $159.69
147 MRK MERCK & CO INC Healthcare 40,395 $4.9M 0.08% -3K -7.1% $120.28 -5.7%
148 ETHV VANECK ETF TRUST Financial Services 50,746 $4.7M 0.07% +2K +3.3% $91.77 -64.6%
149 CEG CONSTELLATION ENERGY CORP Utilities 15,468 $4.3M 0.07% +2K +13.5% $279.24 -4.3%
150 GE GE AEROSPACE Industrials 14,792 $4.2M 0.07% -94 -0.6% $283.76 +2.7%
151 VOOG VANGUARD ADMIRAL FDS INC 9,906 $4.0M 0.07% -798 -7.5% $407.70 -79.8%
152 HSY HERSHEY CO Consumer Defensive 19,068 $4.0M 0.06% -301 -1.6% $207.89 -8.5%
153 APH AMPHENOL CORP Technology 31,295 $4.0M 0.06% $126.35 -1.1%
154 GSG ISHARES TR Financial Services 26,746 $3.9M 0.06% NEW $144.71 -76.4%
155 GSG ISHARES TR Financial Services 72,765 $3.8M 0.06% +21K +41.3% $52.56 -34.9%
156 GLOBAL X FDS 114,711 $3.8M 0.06% +21K +22.6% $33.22
157 MS MORGAN STANLEY Financial Services 22,814 $3.8M 0.06% +13K +134.6% $164.55 +18.2%
158 CL COLGATE PALMOLIVE CO Consumer Defensive 43,687 $3.7M 0.06% +6K +15.7% $85.23 +3.4%
159 NEE NEXTERA ENERGY INC Utilities 39,982 $3.7M 0.06% +21K +114.1% $92.88 +3.0%
160 GEV GE VERNOVA INC Utilities 4,221 $3.7M 0.06% +296 +7.5% $873.19 +24.9%
161 MSI MOTOROLA SOLUTIONS INC Technology 8,448 $3.7M 0.06% +4K +80.6% $434.02 -8.0%
162 MO ALTRIA GROUP INC Consumer Defensive 55,496 $3.7M 0.06% +3K +6.2% $65.99 +9.7%
163 MCS MARCUS CORP DEL Communication Services 213,262 $3.7M 0.06% +9K +4.4% $17.17 +1.3%
164 GSG ISHARES TR Financial Services 36,875 $3.7M 0.06% +13K +55.8% $99.27 -65.6%
165 BND VANGUARD BD INDEX FDS 49,631 $3.7M 0.06% +6K +14.8% $73.64 -1.2%
166 HWM HOWMET AEROSPACE INC Industrials 15,527 $3.6M 0.06% +97 +0.6% $230.46 +18.2%
167 SOR SOURCE CAPITAL Financial Services 75,349 $3.5M 0.06% +38K +99.6% $46.32 -2.0%
168 TT TRANE TECHNOLOGIES PLC Industrials 7,954 $3.3M 0.05% +390 +5.2% $416.76 +15.6%
169 GSG ISHARES TR Financial Services 16,382 $3.1M 0.05% +780 +5.0% $191.82 -82.2%
170 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,202 $3.1M 0.05% +2K +35.1% $337.99 +23.6%
171 DFAX DIMENSIONAL ETF TRUST 90,417 $3.1M 0.05% +50K +123.8% $33.97 +7.7%
172 GSG ISHARES TR Financial Services 9,324 $3.1M 0.05% +3K +45.2% $328.66 -89.6%
173 BUZZ BOEING CO 15,346 $3.1M 0.05% +805 +5.5% $199.04 -81.6%
174 IVR INVESCO DB MULTI-SECTOR COMM Real Estate 108,628 $3.0M 0.05% +56K +107.9% $27.32 -70.4%
175 XLE SELECT SECTOR SPDR TR 47,548 $2.9M 0.05% +7K +16.4% $61.26 -2.9%
176 KKRT KKR & CO INC Financial Services 30,708 $2.8M 0.05% +1K +3.5% $92.49 -72.7%
177 ADP AUTOMATIC DATA PROCESSING IN Industrials 13,897 $2.8M 0.05% $203.26 +5.5%
178 VNQ VANGUARD INDEX FDS 31,730 $2.8M 0.05% +6K +21.2% $88.70 +5.9%
179 CBNK CAPITAL ONE FINL CORP Financial Services 15,398 $2.8M 0.04% +661 +4.5% $182.42 -83.6%
180 VONE VANGUARD SCOTTSDALE FDS 29,521 $2.8M 0.04% +5K +22.1% $93.74 +255.2%
181 LMT LOCKHEED MARTIN CORP Industrials 4,442 $2.7M 0.04% $604.45 -13.9%
182 TRAX FIRST TR EXCHANGE-TRADED FD Healthcare 15,969 $2.6M 0.04% +5K +41.9% $163.61 -88.9%
183 WEC WEC ENERGY GROUP INC Utilities 22,530 $2.6M 0.04% +5K +27.6% $115.77 -3.6%
184 T AT&T INC Communication Services 89,835 $2.6M 0.04% +5K +5.8% $28.99 -14.9%
185 DHR DANAHER CORP DEL Healthcare 13,680 $2.6M 0.04% +1K +10.3% $189.61 -13.2%
186 CM CANADIAN IMPERIAL BANK OF CO Financial Services 26,989 $2.6M 0.04% +786 +3.0% $94.75 +17.5%
187 NUE NUCOR CORP Basic Materials 15,036 $2.5M 0.04% +8K +105.5% $169.10 +37.7%
188 VZ VERIZON COMMUNICATIONS INC Communication Services 50,163 $2.5M 0.04% +14K +38.2% $50.20 -6.3%
189 COMP COMPASS INC Technology 340,959 $2.5M 0.04% NEW $7.31 +6.0%
190 EXC EXELON CORP Utilities 50,133 $2.5M 0.04% +8K +19.3% $49.02 -9.4%
191 DE DEERE & CO Industrials 4,353 $2.5M 0.04% $563.17 +2.0%
192 C CITIGROUP INC Financial Services 21,603 $2.4M 0.04% $113.41 +8.8%
193 DCOR DIMENSIONAL ETF TRUST 32,869 $2.4M 0.04% +24K +250.9% $72.08 +10.9%
194 MDLZ MONDELEZ INTL INC Consumer Defensive 40,848 $2.4M 0.04% +20K +97.2% $57.64 +5.8%
195 GS GOLDMAN SACHS GROUP INC Financial Services 2,735 $2.3M 0.04% +147 +5.7% $845.98 +14.5%
196 RYLD GLOBAL X FDS 153,813 $2.3M 0.04% +113K +274.1% $14.95 +4.0%
197 ISHARES INC 40,531 $2.3M 0.04% +970 +2.5% $56.59
198 MU MICRON TECHNOLOGY INC Technology 6,738 $2.3M 0.04% +3K +60.1% $337.83 +129.7%
199 PFAI PINNACLE WEST CAP CORP Consumer Cyclical 22,202 $2.2M 0.04% +12K +114.0% $100.74 -96.0%
200 BX BLACKSTONE INC Financial Services 18,873 $2.2M 0.04% +1K +7.4% $114.99 +2.5%
201 SHEL SHELL PLC Energy 23,305 $2.2M 0.04% +2K +11.7% $92.99 -9.1%
202 GWW WW GRAINGER INC Industrials 1,978 $2.2M 0.04% $1090.93 +17.7%
203 CHD CHURCH & DWIGHT CO INC Consumer Defensive 22,978 $2.1M 0.04% +871 +3.9% $93.32 +0.8%
204 GSG ISHARES TR Financial Services 5,913 $2.1M 0.03% +77 +1.3% $356.62 -90.4%
205 WT WISDOMTREE TR Financial Services 23,601 $2.1M 0.03% +464 +2.0% $87.84 -77.4%
206 EME EMCOR GROUP INC Industrials 2,664 $2.0M 0.03% +2K +203.8% $738.39 +26.0%
207 XYL XYLEM INC Industrials 15,802 $1.9M 0.03% +1K +7.0% $119.48 -8.4%
208 AAL AMERICAN TOWER CORP Industrials 10,887 $1.9M 0.03% +1K +11.6% $172.59 -92.9%
209 MARA MARATHON PETE CORP Financial Services 7,659 $1.9M 0.03% -2K -22.2% $244.21 -94.6%
210 PGR PROGRESSIVE CORP Financial Services 9,218 $1.8M 0.03% +593 +6.9% $198.24 -1.1%
211 ESGV VANGUARD WORLD FD 16,234 $1.8M 0.03% +7K +70.0% $112.28 +15.7%
212 GLOBAL X FDS 104,895 $1.8M 0.03% +53K +103.9% $17.15
213 NOC NORTHROP GRUMMAN CORP Industrials 2,526 $1.7M 0.03% +1K +100.0% $682.71 -19.6%
214 CTVA CORTEVA INC Basic Materials 20,380 $1.7M 0.03% +702 +3.6% $83.71 -0.5%
215 GSG ISHARES TR Financial Services 24,626 $1.6M 0.03% -870 -3.4% $67.00 -49.0%
216 EBAY EBAY INC. Consumer Cyclical 17,838 $1.6M 0.03% +578 +3.4% $91.02 +24.4%
217 GSG ISHARES TR Financial Services 10,990 $1.6M 0.03% +7K +149.8% $145.73 -76.5%
218 AON AON PLC Financial Services 4,897 $1.6M 0.03% $322.76 -1.7%
219 EMR EMERSON ELEC CO Industrials 11,824 $1.5M 0.03% +1K +9.3% $131.03 +5.2%
220 GSG ISHARES TR Financial Services 14,076 $1.5M 0.03% +4K +35.0% $108.99 -68.6%
221 YUM YUM BRANDS INC Consumer Cyclical 9,745 $1.5M 0.03% +326 +3.5% $155.47 -3.1%
222 DFAI DIMENSIONAL ETF TRUST 38,549 $1.5M 0.02% +27K +220.2% $38.96 +4.8%
223 CIEN CIENA CORP Technology 3,850 $1.5M 0.02% +1K +60.4% $388.23 +42.8%
224 XLF SELECT SECTOR SPDR TR 29,891 $1.5M 0.02% $49.37 +3.6%
225 VGT VANGUARD WORLD FD 2,114 $1.5M 0.02% +921 +77.2% $697.98 -83.8%
226 DUK DUKE ENERGY CORP NEW Utilities 11,210 $1.5M 0.02% +905 +8.8% $130.95 -5.1%
227 TRAX FIRST TR EXCHANGE-TRADED FD Healthcare 23,401 $1.5M 0.02% +8K +49.4% $62.68 -71.0%
228 PLTR PALANTIR TECHNOLOGIES INC Technology 9,976 $1.5M 0.02% +6K +143.3% $146.28 -8.6%
229 BMY BRISTOL-MYERS SQUIBB CO Healthcare 24,050 $1.5M 0.02% -7K -23.5% $60.65 -6.0%
230 CVS CVS HEALTH CORP Healthcare 20,219 $1.5M 0.02% -197 -1.0% $71.82 +35.3%
231 KLAC KLA CORP Technology 980 $1.4M 0.02% $1472.48 +28.6%
232 GD GENERAL DYNAMICS CORP Industrials 4,084 $1.4M 0.02% -1K -21.1% $343.26 -0.8%
233 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,276 $1.4M 0.02% +38 +0.9% $327.05 +8.1%
234 PANW PALO ALTO NETWORKS INC Technology 8,718 $1.4M 0.02% +3K +59.7% $160.32 +48.6%
235 GSG ISHARES TR Financial Services 9,198 $1.4M 0.02% +792 +9.4% $151.40 -77.4%
236 VBR VANGUARD INDEX FDS 6,398 $1.4M 0.02% +2K +33.5% $217.24 +4.6%
237 WM WASTE MGMT INC DEL Industrials 6,040 $1.4M 0.02% -231 -3.7% $229.79 -4.8%
238 GSG ISHARES TR Financial Services 9,993 $1.4M 0.02% +691 +7.4% $138.37 -75.3%
239 BCAL SOUTHERN COPPER CORP Financial Services 8,018 $1.4M 0.02% -2K -18.4% $172.05 -89.2%
240 CMCSA COMCAST CORP NEW Communication Services 46,840 $1.3M 0.02% +4K +8.8% $28.71 -13.8%
241 NICE NICE LTD Technology 12,138 $1.3M 0.02% +6K +108.1% $110.26 -20.2%
242 SOJF SOUTHERN CO Utilities 13,764 $1.3M 0.02% +3K +27.9% $96.51 -73.6%
243 BSV VANGUARD BD INDEX FDS 16,889 $1.3M 0.02% +3K +22.2% $78.41 -0.8%
244 NVS NOVARTIS AG Healthcare 8,660 $1.3M 0.02% +4K +87.5% $152.77 -2.0%
245 REGN REGENERON PHARMACEUTICALS Healthcare 1,702 $1.3M 0.02% +379 +28.6% $774.20 -7.9%
246 BOX BOX INC Technology 54,040 $1.3M 0.02% +15K +38.3% $23.64 +4.4%
247 VEU VANGUARD INTL EQUITY INDEX F 16,937 $1.3M 0.02% +471 +2.9% $75.10 +7.9%
248 TXN TEXAS INSTRS INC Technology 6,551 $1.3M 0.02% +231 +3.7% $194.10 +57.8%
249 EQH EQUITABLE HLDGS INC Financial Services 34,146 $1.3M 0.02% +10K +43.3% $37.11 +14.6%
250 ARCC ARES CAPITAL CORP Financial Services 68,302 $1.2M 0.02% -62K -47.4% $18.02 +4.9%
251 BDX BECTON DICKINSON & CO Healthcare 7,779 $1.2M 0.02% $157.23 -8.8%
252 WFC WELLS FARGO & CO Financial Services 14,736 $1.2M 0.02% -602 -3.9% $79.61 -7.3%
253 PH PARKER-HANNIFIN CORP Industrials 1,300 $1.2M 0.02% +700 +116.7% $895.35 -1.7%
254 GSG ISHARES TR Financial Services 15,330 $1.1M 0.02% +2K +11.2% $74.34 -54.0%
255 IVR INVESCO DB COMMDY INDX TRCK Real Estate 39,214 $1.1M 0.02% +22K +128.4% $28.95 -72.1%
256 CBOE CBOE GLOBAL MKTS INC Financial Services 4,036 $1.1M 0.02% $281.08 +29.2%
257 FCX FREEPORT MCMORAN INC Basic Materials 18,481 $1.1M 0.02% +10K +121.9% $58.78 +12.5%
258 B BARRICK MNG CORP Basic Materials 26,296 $1.1M 0.02% $40.79 -0.4%
259 ED CONSOLIDATED EDISON INC Utilities 9,366 $1.1M 0.02% $113.17 -5.3%
260 BANK NEW YORK MELLON CORP 8,910 $1.1M 0.02% +1K +13.6% $118.63
261 WBD WARNER BROS DISCOVERY INC Communication Services 38,444 $1.1M 0.02% +23K +157.2% $27.46 -1.2%
262 QCOM QUALCOMM INC Technology 8,147 $1.0M 0.02% -947 -10.4% $128.78 +55.4%
263 CCD CALAMOS STRATEGIC TOTAL RETU Financial Services 60,954 $1.0M 0.02% +6K +10.1% $17.12 +40.8%
264 INTC INTEL CORP Technology 23,398 $1.0M 0.02% +2K +7.1% $44.13 +162.7%
265 SCHF SCHWAB STRATEGIC TR 41,311 $1.0M 0.02% +10K +31.4% $24.75 +7.9%
266 IVR INVESCO EXCHANGE TRADED FD T Real Estate 15,084 $1.0M 0.02% +8K +118.8% $66.86 -87.9%
267 MMM 3M CO Industrials 6,883 $999K 0.02% +375 +5.8% $145.19 -0.0%
268 AMD ADVANCED MICRO DEVICES INC Technology 4,763 $969K 0.02% +1K +32.0% $203.43 +108.5%
269 ETN EATON CORP PLC Industrials 2,658 $951K 0.01% -57 -2.1% $357.68 +14.1%
270 IVR INVESCO EXCH TRADED FD TR II Real Estate 13,574 $949K 0.01% $69.90 -88.4%
271 AMP AMERIPRISE FINL INC Financial Services 2,127 $945K 0.01% -23 -1.1% $444.37 +5.9%
272 GILD GILEAD SCIENCES INC Healthcare 6,770 $944K 0.01% +420 +6.6% $139.37 -5.2%
273 ETHV VANECK ETF TRUST Financial Services 43,895 $943K 0.01% +14K +45.1% $21.48 +51.2%
274 GSK GSK PLC Healthcare 17,074 $942K 0.01% +2K +15.2% $55.19 -7.7%
275 GSG ISHARES TR Financial Services 2,867 $912K 0.01% +250 +9.6% $318.08 -89.3%
276 ADSK AUTODESK INC Technology 3,799 $909K 0.01% $239.40 -1.2%
277 GSG ISHARES TR Financial Services 11,591 $909K 0.01% +2K +18.8% $78.42 -56.4%
278 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,629 $907K 0.01% +477 +22.2% $345.07 -10.9%
279 USB US BANCORP Financial Services 17,320 $901K 0.01% -3K -14.1% $52.01 +2.7%
280 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 3,085 $897K 0.01% +580 +23.1% $290.71 -14.8%
281 NUV NUVEEN MUN VALUE FD INC Financial Services 99,688 $896K 0.01% +50K +100.3% $8.99 +2.0%
282 IVR INVESCO EXCH TRADED FD TR II Real Estate 3,768 $895K 0.01% +3K +216.6% $237.57 -96.6%
283 GSG ISHARES TR Financial Services 5,014 $882K 0.01% +27 +0.5% $175.90 -80.6%
284 BX BLACKSTONE SECD LENDING FD Financial Services 36,270 $859K 0.01% +8K +30.0% $23.69 +397.6%
285 PRKS UNITED PARCEL SVCS INC Consumer Cyclical 8,683 $854K 0.01% +798 +10.1% $98.38 -63.9%
286 NEM NEWMONT CORP Basic Materials 7,842 $849K 0.01% +4K +99.0% $108.24 +7.5%
287 TTD THE TRADE DESK INC Technology 37,352 $848K 0.01% NEW $22.69 -10.1%
288 WT WISDOMTREE TR Financial Services 9,421 $842K 0.01% $89.33 -77.8%
289 GSG ISHARES TR Financial Services 10,545 $839K 0.01% $79.56 -57.0%
290 CRCL CIRCLE INTERNET GROUP INC Financial Services 8,750 $835K 0.01% -2K -20.1% $95.41 +29.8%
291 GSG ISHARES TR Financial Services 2,655 $833K 0.01% $313.62 -89.1%
292 TDG TRANSDIGM GROUP INC Industrials 716 $830K 0.01% +48 +7.2% $1158.96 +1.7%
293 OREILLY AUTOMOTIVE INC 8,954 $827K 0.01% +5K +108.0% $92.31
294 PWR QUANTA SVCS INC Industrials 1,502 $824K 0.01% +76 +5.3% $548.86 +42.1%
295 XLU SELECT SECTOR SPDR TR 17,677 $811K 0.01% +4K +27.8% $45.89 -4.4%
296 BHP BILLITON LIMITED 11,094 $807K 0.01% +945 +9.3% $72.74
297 GSG ISHARES TR Financial Services 12,378 $779K 0.01% +6K +100.0% $62.94 -45.7%
298 BP BP PLC Energy 16,561 $778K 0.01% -717 -4.2% $47.00 -5.6%
299 ETHV VANECK ETF TRUST Financial Services 22,648 $774K 0.01% +14K +155.5% $34.15 -4.9%
300 COO COOPER COS INC Healthcare 10,802 $772K 0.01% -120 -1.1% $71.50 -15.6%
301 CHUBB LTD SWITZ 2,367 $771K 0.01% -16 -0.7% $325.83
302 INVESTMENT MANAGERS SER TR I 30,762 $770K 0.01% NEW $25.03
303 SREA SEMPRA Utilities 7,871 $765K 0.01% $97.14 -77.8%
304 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 35,935 $760K 0.01% $21.15 +4.0%
305 SHM SPDR SERIES TRUST 15,854 $758K 0.01% $47.83 -0.3%
306 GSG ISHARES TR Financial Services 33,344 $748K 0.01% +7K +28.2% $22.43 +52.4%
307 ASML ASML HLDG NV Technology 563 $745K 0.01% +190 +50.9% $1324.02 +13.4%
308 CARR CARRIER GLOBAL CORPORATION Industrials 13,172 $742K 0.01% +1K +9.1% $56.31 +14.9%
309 VGSH VANGUARD SCOTTSDALE FDS 12,655 $741K 0.01% +2K +20.4% $58.54 -0.6%
310 HSBC HLDGS PLC 8,916 $736K 0.01% +233 +2.7% $82.49
311 GSG ISHARES TR Financial Services 7,700 $735K 0.01% NEW $95.43 -64.2%
312 OTIS OTIS WORLDWIDE CORP Industrials 9,444 $728K 0.01% +5K +91.2% $77.10 -5.2%
313 GSG ISHARES TR Financial Services 15,106 $716K 0.01% +435 +3.0% $47.37 -27.8%
314 VYMI VANGUARD WHITEHALL FDS 7,516 $708K 0.01% $94.24 +4.3%
315 BLK BLACKROCK CORE BD TR Financial Services 74,215 $680K 0.01% -12K -13.4% $9.16 +11711.2%
316 TYL TYLER TECHNOLOGIES INC Technology 1,974 $676K 0.01% NEW $342.26 -12.6%
317 DVN DEVON ENERGY CORP NEW Energy 13,385 $674K 0.01% -2K -15.6% $50.32 -6.1%
318 CP CANADIAN PACIFIC KANSAS CITY Industrials 8,521 $670K 0.01% $78.67 +10.5%
319 NSC NORFOLK SOUTHN CORP Industrials 2,316 $665K 0.01% $286.97 +10.7%
320 STT STATE STR SPDR DOW JONES IND Financial Services 1,433 $664K 0.01% -82 -5.4% $463.45 -66.8%
321 OLD REP INTL CORP 16,617 $663K 0.01% $39.90
322 CCEP COCA COLA CONS INC Consumer Defensive 3,454 $662K 0.01% -20 -0.6% $191.77 -53.4%
323 GSG ISHARES SILVER TR Financial Services 9,685 $660K 0.01% +6K +137.5% $68.14 -49.8%
324 DTE DTE ENERGY CO Utilities 4,501 $658K 0.01% +498 +12.4% $146.23 -1.7%
325 BWXT BWX TECHNOLOGIES INC Industrials 3,211 $657K 0.01% +26 +0.8% $204.51 +0.1%
326 CBNK CAPITAL GROUP DIVIDEND GROWE Financial Services 18,115 $650K 0.01% +8K +78.9% $35.90 -16.4%
327 ES EVERSOURCE ENERGY Utilities 9,037 $626K 0.01% $69.28 -0.7%
328 GSG ISHARES TR Financial Services 5,048 $612K 0.01% +1K +34.4% $121.21 -71.8%
329 WELL WELLTOWER INC Real Estate 3,033 $600K 0.01% -407 -11.8% $197.69 +10.1%
330 DFUV DIMENSIONAL ETF TRUST 12,302 $596K 0.01% -1K -9.0% $48.46 +7.6%
331 CSX CSX CORP Industrials 14,508 $596K 0.01% +261 +1.8% $41.05 +11.9%
332 WMB WILLIAMS COS INC Energy 8,117 $591K 0.01% +152 +1.9% $72.77 +6.8%
333 AAOI APPLIED MATLS INC Technology 1,725 $590K 0.01% +331 +23.7% $341.86 -44.3%
334 HALO HALOZYME THERAPEUTICS INC Healthcare 9,122 $590K 0.01% -360 -3.8% $64.63 +7.1%
335 DFAT DIMENSIONAL ETF TRUST 9,432 $589K 0.01% $62.44 +4.6%
336 TRAX FIRST TR EXCHANGE-TRADED FD Healthcare 11,571 $588K 0.01% $50.80 -64.3%
337 CTAS CINTAS CORP Industrials 3,440 $582K 0.01% -281 -7.5% $169.17 -1.9%
338 XBI SPDR SERIES TRUST 4,541 $580K 0.01% +367 +8.8% $127.73 +2.3%
339 VV VANGUARD INDEX FDS 1,937 $579K 0.01% +239 +14.1% $298.75 +13.7%
340 IVES WEDBUSH SER TR 20,272 $575K 0.01% NEW $28.37 +28.1%
341 CI THE CIGNA GROUP Healthcare 2,144 $572K 0.01% +41 +1.9% $266.58 +7.0%
342 FFBC FIRST FINL BANKSHARES INC Financial Services 19,164 $564K 0.01% $29.45 +2.2%
343 MRVL MARVELL TECHNOLOGY INC Technology 5,657 $560K 0.01% NEW $99.06 +84.3%
344 IBG INNOVATIVE SOLUTIONS & SUPPO Consumer Defensive 27,224 $559K 0.01% -63K -69.8% $20.53 -96.0%
345 INTU INTUIT Technology 1,289 $558K 0.01% -18 -1.4% $432.51 -12.5%
346 TGT TARGET CORP Consumer Defensive 4,597 $557K 0.01% +717 +18.5% $121.20 +1.5%
347 OXY OCCIDENTAL PETE CORP Energy 8,462 $550K 0.01% NEW $65.01 -12.6%
348 ECL ECOLAB INC Basic Materials 2,067 $550K 0.01% -22 -1.1% $266.08 -6.5%
349 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,244 $547K 0.01% +9K +184.1% $38.42 +16.7%
350 KVUE KENVUE INC Consumer Defensive 31,549 $544K 0.01% +14K +75.8% $17.24 -0.3%
351 KHC KRAFT HEINZ CO Consumer Defensive 24,040 $541K 0.01% +4K +17.1% $22.49 +3.6%
352 PRU PRUDENTIAL FINL INC Financial Services 5,487 $536K 0.01% -330 -5.7% $97.66 +5.7%
353 VMC VULCAN MATLS CO Basic Materials 1,967 $535K 0.01% +31 +1.6% $272.23 +1.0%
354 Q QNITY ELECTRONICS INC Technology 4,636 $535K 0.01% +28 +0.6% $115.44 +42.2%
355 TRP TC ENERGY CORP Energy 8,535 $534K 0.01% $62.60 +8.9%
356 VOT VANGUARD INDEX FDS 2,042 $525K 0.01% +1K +160.5% $257.34 +10.9%
357 XYLD GLOBAL X FDS 13,222 $517K 0.01% +6K +95.2% $39.13 +3.6%
358 SPGI S&P GLOBAL INC Financial Services 1,206 $513K 0.01% +114 +10.4% $425.65 -5.1%
359 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 9,669 $510K 0.01% +4K +57.3% $52.76 +16.5%
360 VTIP VANGUARD MALVERN FDS 10,105 $505K 0.01% +371 +3.8% $49.95 +0.9%
361 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,329 $499K 0.01% $150.03 -6.3%
362 FTV FORTIVE CORP Technology 9,029 $499K 0.01% +344 +4.0% $55.28 +6.6%
363 GD GENERAL MTRS CO Industrials 6,650 $495K 0.01% +935 +16.4% $74.49 +357.3%
364 NAMS NEWAMSTERDAM PHARMA COMPANY Healthcare 15,430 $494K 0.01% +7K +87.8% $32.01 +15.2%
365 VXF VANGUARD INDEX FDS 2,386 $491K 0.01% -16 -0.7% $205.71 +9.2%
366 DOW HLDGS INC 11,713 $488K 0.01% -8K -41.4% $41.64
367 STT STATE STR CORP Financial Services 3,585 $454K 0.01% $126.56 +21.5%
368 TRV TRAVELERS COMPANIES INC Financial Services 1,554 $453K 0.01% +17 +1.1% $291.63 +2.3%
369 MSOS ADVISORSHARES TR 125,600 $446K 0.01% +1K +1.1% $3.55 +24.2%
370 GWRE GUIDEWIRE SOFTWARE INC Technology 2,975 $445K 0.01% -515 -14.8% $149.56 -17.3%
371 GSG ISHARES TR Financial Services 1,199 $444K 0.01% -120 -9.1% $370.44 -90.8%
372 XLV SELECT SECTOR SPDR TR 2,991 $438K 0.01% +635 +26.9% $146.60 -1.0%
373 SWK STANLEY BLACK & DECKER INC Industrials 6,160 $438K 0.01% $71.06 +8.9%
374 VCIT VANGUARD SCOTTSDALE FDS 5,263 $435K 0.01% NEW $82.75 -0.9%
375 GSG ISHARES TR Financial Services 2,572 $434K 0.01% +438 +20.5% $168.84 -79.7%
376 AZN ASTRAZENECA PLC Healthcare 2,183 $431K 0.01% NEW $197.21 -7.9%
377 VSGX VANGUARD WORLD FD 5,941 $426K 0.01% NEW $71.72 +9.6%
378 DD DUPONT DE NEMOURS INC Basic Materials 9,215 $422K 0.01% $45.79 +10.5%
379 GSG ISHARES TR Financial Services 5,269 $422K 0.01% NEW $80.05 -57.3%
380 RIO RIO TINTO PLC Basic Materials 4,462 $416K 0.01% +623 +16.2% $93.29 +17.5%
381 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,139 $416K 0.01% +27 +0.5% $80.95 -3.9%
382 TPL TEXAS PACIFIC LAND CORPORATI Energy 872 $414K 0.01% $474.46 -18.1%
383 EMP ENTERGY CORP NEW Utilities 3,666 $412K 0.01% +120 +3.4% $112.35 -81.6%
384 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,423 $411K 0.01% +130 +1.6% $48.78 -5.7%
385 IONS IONIS PHARMACEUTICALS INC Healthcare 5,460 $410K 0.01% NEW $75.09 +3.3%
386 HBAN HUNTINGTON INGALLS INDS INC Financial Services 1,074 $408K 0.01% +68 +6.8% $380.01 -95.9%
387 GSG ISHARES TR Financial Services 6,977 $402K 0.01% $57.61 -40.7%
388 EW EDWARDS LIFESCIENCES CORP Healthcare 4,939 $396K 0.01% $80.08 +1.6%
389 ADI ANALOG DEVICES INC Technology 1,239 $394K 0.01% $318.08 +31.3%
390 HOLOGIC INC 5,191 $392K 0.01% +520 +11.1% $75.59
391 BCS BARCLAYS BANK PLC Financial Services 8,050 $388K 0.01% $48.14 -53.2%
392 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,977 $388K 0.01% +13 +0.7% $196.01 -0.7%
393 FNWD FINWARD BANCORP Financial Services 10,667 $387K 0.01% $36.30 -10.5%
394 DELL DELL TECHNOLOGIES INC Technology 2,356 $387K 0.01% +213 +9.9% $164.14 +51.0%
395 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 6,130 $383K 0.01% $62.42 -0.7%
396 MLM MARTIN MARIETTA MATLS INC Basic Materials 631 $371K 0.01% +7 +1.1% $587.77 -2.1%
397 LRCX LAM RESEARCH CORP Technology 1,730 $370K 0.01% -155 -8.2% $213.68 +40.0%
398 NI NISOURCE INC Utilities 7,884 $368K 0.01% -121 -1.5% $46.66 +1.6%
399 NEPH NEPHROS INC Healthcare 120,000 $358K 0.01% +70K +140.0% $2.98 +5.0%
400 SLF SUN LIFE FINANCIAL INC. Financial Services 5,670 $355K 0.01% $62.56 +14.5%
401 XEL XCEL ENERGY INC Utilities 4,371 $347K 0.01% $79.47 +0.7%
402 COLD AMERICOLD REALTY TRUST INC Real Estate 30,000 $344K 0.01% $11.46 +27.3%
403 GSG ISHARES TR Financial Services 1,565 $342K 0.01% $218.79 -84.4%
404 HAL HALLIBURTON CO Energy 8,720 $340K 0.01% -2K -16.3% $38.99 +5.9%
405 HCIC HENNESSY FDS TR Financial Services 10,000 $340K 0.01% +3K +52.5% $33.96 -70.4%
406 LFUS LITTELFUSE INC Technology 1,000 $339K 0.01% $339.35 +35.6%
407 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,417 $336K 0.01% NEW $76.17 +14.0%
408 TSEM TOWER SEMICONDUCTOR LTD Technology 1,885 $331K 0.01% $175.48 +60.0%
409 LAUDER ESTEE COS INC 4,550 $327K 0.01% -200 -4.2% $71.77
410 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,074 $326K 0.01% -195 -8.6% $157.27 -1.0%
411 BANK MONTREAL MEDIUM 2,410 $326K 0.01% +289 +13.6% $135.29
412 DFLV DIMENSIONAL ETF TRUST 9,109 $325K 0.01% $35.71 +6.5%
413 GIS GENERAL MILLS INC Consumer Defensive 8,734 $325K 0.01% +90 +1.0% $37.22 -11.0%
414 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,364 $320K 0.01% $135.22 -0.7%
415 GSG ISHARES TR Financial Services 2,775 $316K 0.01% $114.00 -70.0%
416 NOW SERVICENOW INC Technology 3,026 $316K 0.01% +191 +6.7% $104.52 -13.4%
417 BIL SPDR SERIES TRUST 3,415 $313K 0.01% $91.64 -0.1%
418 VCR VANGUARD WORLD FD 872 $313K 0.01% -50 -5.4% $358.76 +7.2%
419 WAT WATERS CORP Healthcare 1,049 $312K 0.01% NEW $297.80 +11.9%
420 SPYG SPDR SERIES TRUST 3,187 $312K 0.01% +59 +1.9% $97.94 +20.9%
421 IVR INVESCO EXCHANGE TRADED FD T Real Estate 5,670 $309K 0.01% NEW $54.55 -85.2%
422 ETHV VANECK ETF TRUST Financial Services 2,960 $307K 0.01% NEW $103.88 -68.7%
423 AAL AMERICAN CENTY ETF TR Industrials 3,811 $307K 0.01% +73 +1.9% $80.58 -84.7%
424 BIV VANGUARD BD INDEX FDS 3,976 $307K 0.01% +122 +3.2% $77.19 -1.5%
425 AGI ALAMOS GOLD INC Basic Materials 6,874 $305K 0.01% -2K -24.0% $44.43 -9.4%
426 O REALTY INCOME CORP Real Estate 4,961 $303K 0.01% +27 +0.6% $61.17 +1.3%
427 VERX VERTEX PHARMACEUTICALS INC Technology 678 $303K 0.01% +185 +37.5% $446.54 -97.2%
428 PLD PROLOGIS INC. Real Estate 2,289 $303K 0.01% +149 +7.0% $132.17 +7.9%
429 UL UNILEVER PLC Consumer Defensive 5,273 $300K 0.01% $56.97 +0.6%
430 RBCAA REPUBLIC SVCS INC Financial Services 1,358 $297K 0.01% $219.05 -65.0%
431 TSS INC DEL 22,643 $295K 0.01% NEW $13.01
432 GSG ISHARES TR Financial Services 4,756 $293K 0.01% -995 -17.3% $61.64 -44.5%
433 GLBS GLOBUS MED INC Industrials 3,397 $293K 0.01% -784 -18.8% $86.16 -97.6%
434 FORD MTR CO 25,217 $291K 0.01% +2K +9.7% $11.54
435 SHW SHERWIN WILLIAMS CO Basic Materials 905 $290K 0.01% -105 -10.4% $320.75 -3.6%
436 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 739 $289K 0.01% -27 -3.5% $391.73 +105.4%
437 GSG ISHARES TR Financial Services 1,524 $289K 0.01% +235 +18.2% $189.49 -82.0%
438 IVR INVESCO EXCHANGE TRADED FD T Real Estate 1,722 $285K 0.01% NEW $165.72 -95.1%
439 AEM AGNICO EAGLE MINES LTD Basic Materials 1,400 $284K 0.01% NEW $202.98 -11.2%
440 PAVE GLOBAL X FDS 5,556 $282K 0.01% NEW $50.80 +9.1%
441 DHI D R HORTON INC Consumer Cyclical 2,050 $281K 0.01% $137.22 +1.6%
442 VBK VANGUARD INDEX FDS 930 $281K 0.01% +250 +36.8% $302.39 +11.6%
443 MDT MEDTRONIC PLC Healthcare 3,243 $281K 0.01% +529 +19.5% $86.66 -11.2%
444 COR CENCORA INC Healthcare 884 $278K 0.00% $314.28 -16.9%
445 VHT VANGUARD WORLD FD 1,016 $277K 0.00% +103 +11.3% $272.61 -0.7%
446 JANUS DETROIT STR TR 5,652 $276K 0.00% $48.86
447 IVR INVESCO CURRENCYSHARES BRIT Real Estate 2,156 $275K 0.00% NEW $127.35 -93.7%
448 OACC OAKTREE SPECIALTY LENDING Financial Services 24,250 $274K 0.00% NEW $11.30 -5.8%
449 GENERAC HLDGS INC 1,390 $272K 0.00% NEW $195.33
450 CBRE CBRE GROUP INC Real Estate 1,999 $271K 0.00% $135.46 -4.1%
451 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 931 $270K 0.00% $290.43 +1.7%
452 ICCC IMMUCELL CORP Healthcare 42,481 $269K 0.00% +6K +16.4% $6.33 +40.9%
453 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,754 $267K 0.00% -112 -2.9% $71.19 -12.0%
454 AAL AMERICAN CENTY ETF TR Industrials 2,662 $266K 0.00% $99.86 -87.7%
455 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,719 $262K 0.00% +302 +12.5% $96.47 +0.2%
456 RCKT ROCKET LAB CORP Healthcare 4,005 $257K 0.00% NEW $64.22 -94.7%
457 ACI ALBERTSONS COS INC Consumer Defensive 15,000 $256K 0.00% $17.04 -3.8%
458 GNR SPDR INDEX SHS FDS 3,346 $250K 0.00% -684 -17.0% $74.67 -1.0%
459 A AGILENT TECHNOLOGIES INC Healthcare 2,187 $249K 0.00% -1K -40.6% $113.91 -1.9%
460 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 12,440 $243K 0.00% NEW $19.53 -58.6%
461 AAL AMERICAN CENTY ETF TR Industrials 2,843 $241K 0.00% NEW $84.87 -85.5%
462 TCW ETF TRUST 6,230 $240K 0.00% NEW $38.56
463 ISRG INTUITIVE SURGICAL INC Healthcare 521 $240K 0.00% +111 +27.1% $460.99 -7.1%
464 XLP SELECT SECTOR SPDR TR 2,922 $240K 0.00% -665 -18.5% $81.99 +3.2%
465 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 10,923 $238K 0.00% NEW $21.75 +24.9%
466 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 12,074 $237K 0.00% NEW $19.63 -58.8%
467 SCHV SCHWAB STRATEGIC TR 7,758 $237K 0.00% $30.50 +6.8%
468 DASH DOORDASH INC Communication Services 1,569 $236K 0.00% -11 -0.7% $150.15 +2.4%
469 FDBC FIDELITY COVINGTON TRUST Financial Services 3,333 $235K 0.00% $70.36 -36.5%
470 LNG CHENIERE ENERGY INC Energy 824 $234K 0.00% NEW $283.76 -15.0%
471 APP APPLOVIN CORP Technology 587 $234K 0.00% $398.00 +25.9%
472 IDXX IDEXX LABS INC Healthcare 413 $232K 0.00% -29 -6.6% $561.89 -5.2%
473 HCA HCA HEALTHCARE INC Healthcare 485 $230K 0.00% $473.85 -8.7%
474 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,092 $228K 0.00% NEW $209.08 +23.4%
475 DTM DT MIDSTREAM INC Energy 1,694 $228K 0.00% $134.64 +10.0%
476 CMI CUMMINS INC Industrials 422 $227K 0.00% -10 -2.3% $538.32 +33.1%
477 AAL AMERICAN CENTY ETF TR Industrials 2,007 $223K 0.00% $111.17 -88.9%
478 WHR WHIRLPOOL CORP Consumer Cyclical 4,119 $222K 0.00% $53.92 -21.1%
479 FNDX SCHWAB STRATEGIC TR 7,969 $222K 0.00% $27.85 +8.8%
480 GSG ISHARES TR Financial Services 2,203 $220K 0.00% NEW $99.97 -65.8%
481 U UNITY SOFTWARE INC Technology 10,014 $220K 0.00% +5K +100.3% $21.94 +24.3%
482 IVR INVESCO EXCH TRADED FD TR II Real Estate 3,408 $218K 0.00% NEW $63.93 -87.4%
483 ISHARES INC 1,877 $218K 0.00% NEW $116.04
484 GSG ISHARES TR Financial Services 1,200 $218K 0.00% $181.42 -81.2%
485 VRT VERTIV HOLDINGS CO Industrials 855 $214K 0.00% NEW $250.63 +50.1%
486 MET METLIFE INC Financial Services 3,028 $214K 0.00% NEW $70.71 +12.0%
487 SPSM SPDR SERIES TRUST 4,346 $210K 0.00% NEW $48.33 +7.9%
488 GSG ISHARES TR Financial Services 1,458 $206K 0.00% NEW $141.42 -75.8%
489 DTIL PRECISION OPTICS CORP INC MA Healthcare 46,728 $205K 0.00% NEW $4.39 +65.6%
490 CRWD CROWDSTRIKE HLDGS INC Technology 522 $204K 0.00% NEW $390.41 +48.5%
491 PAR PAC HOLDINGS INC 3,250 $204K 0.00% NEW $62.64
492 IVR INVESCO EXCH TRADED FD TR II Real Estate 3,648 $203K 0.00% NEW $55.67 -85.5%
493 CBK COMMERCIAL METALS CO Financial Services 3,289 $202K 0.00% NEW $61.43 -55.0%
494 CAH CARDINAL HEALTH INC Healthcare 947 $200K 0.00% NEW $211.31 -7.6%
495 PTLO PORTILLOS INC Consumer Cyclical 37,070 $196K 0.00% +16K +77.0% $5.29 -24.6%
496 NCDL NUVEEN CA DIVI ADV MUN Financial Services 16,440 $192K 0.00% +200 +1.2% $11.65 +13.0%
497 CRC CALIFORNIA BANCORP Energy 10,726 $190K 0.00% NEW $17.72 +237.7%
498 AMICUS THERAPEUTIC 13,000 $188K 0.00% $14.46
499 BAX BAXTER INTL INC Healthcare 10,855 $182K 0.00% +455 +4.4% $16.80 +3.0%
500 DUOT DUOS TECHNOLOGIES GROUP INC Technology 25,610 $176K 0.00% +12K +88.7% $6.86 +30.8%
501 NRGV ENERGY VAULT HOLDINGS INC Utilities 50,100 $165K 0.00% $3.30 +86.1%
502 AUR AURORA INNOVATION INC Technology 36,087 $149K 0.00% +9K +32.2% $4.12 +87.1%
503 LIEN CHICAGO ATLANTIC BDC INC Financial Services 12,433 $116K 0.00% $9.34 +5.2%
504 BLK BLACKROCK CORPOR HI YLD FD I Financial Services 11,600 $99K 0.00% NEW $8.52 +12598.4%
505 CSBR CHAMPIONS ONCOLOGY INC Healthcare 15,800 $91K 0.00% +6K +53.4% $5.75 +7.8%
506 INTS INTENSITY THERAPEUTICS INC Healthcare 14,118 $83K 0.00% NEW $5.88 -21.3%
507 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 14,076 $80K 0.00% NEW $5.68 +40.0%
508 KRMD KORU MEDICAL SYSTEMS INC Healthcare 16,459 $71K 0.00% +4K +32.1% $4.32 -9.7%
509 PIM PUTNAM MANAGED MUN INCOME TR Financial Services 10,199 $63K 0.00% +130 +1.3% $6.15 -48.5%
510 ESPR ESPERION THERAPEUTICS INC NE Healthcare 20,000 $55K 0.00% NEW $2.74 +13.9%
511 LIQT LIQTECH INTL INC Industrials 25,737 $49K 0.00% +12K +86.1% $1.91 +7.3%
512 NSPR INSPIREMD INC Healthcare 30,000 $49K 0.00% NEW $1.63 -35.6%
513 LCTX LINEAGE CELL THERAPEUTICS IN Healthcare 30,500 $48K 0.00% NEW $1.58 -17.1%
514 CXE MFS HIGH YIELD MUN TR Financial Services 11,835 $42K 0.00% +162 +1.4% $3.58 +3.8%
515 TDUP THREDUP INC Consumer Cyclical 10,693 $35K 0.00% $3.28 +29.3%
516 DOUG DOUGLAS ELLIMAN INC Real Estate 18,500 $30K $1.64 -3.4%
517 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 11,305 $27K NEW $2.36 -3.4%

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
Financial Services 56.3%
Technology 14.0%
Industrials 6.3%
Communication Services 6.2%
Healthcare 5.0%
Consumer Cyclical 3.5%
Consumer Defensive 3.5%
Energy 2.4%
Real Estate 1.3%
Basic Materials 1.1%