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Carnegie Investment Counsel

· CIK 0001511506
13F Portfolio $5.4B AUM 564 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 417,149 $201.7M 3.72% NEW $483.62 -15.3%
2 GOOGL ALPHABET INC Communication Services 628,482 $196.7M 3.63% NEW $313.00 +28.1%
3 AAPL APPLE INC Technology 685,642 $186.4M 3.44% NEW $271.86 +10.4%
4 JPM JPMORGAN CHASE & CO. Financial Services 419,147 $135.1M 2.49% NEW $322.22 -6.9%
5 NVDA NVIDIA CORPORATION Technology 699,594 $130.5M 2.41% NEW $186.50 +26.4%
6 AVGO BROADCOM INC Technology 351,598 $121.7M 2.25% NEW $346.10 +22.9%
7 AMZN AMAZON COM INC Consumer Cyclical 485,357 $112.0M 2.07% NEW $230.82 +14.4%
8 META META PLATFORMS INC Communication Services 161,029 $106.3M 1.96% NEW $660.09 -6.3%
9 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 192,661 $96.8M 1.79% NEW $502.65 +141211.3%
10 MA MASTERCARD INCORPORATED Financial Services 141,766 $80.9M 1.49% NEW $570.88 -14.2%
11 SCHWAB CHARLES CORP 803,701 $80.3M 1.48% NEW $99.91
12 SYK STRYKER CORPORATION Healthcare 221,859 $78.0M 1.44% NEW $351.47 -13.1%
13 GOOGL ALPHABET INC Communication Services 233,662 $73.3M 1.35% NEW $313.80 +27.8%
14 PGR PROGRESSIVE CORP Financial Services 288,590 $65.7M 1.21% NEW $227.72 -13.9%
15 V VISA INC Financial Services 182,740 $64.1M 1.18% NEW $350.71 -8.0%
16 QCOM QUALCOMM INC Technology 366,879 $62.8M 1.16% NEW $171.05 +17.0%
17 ETN EATON CORP PLC Industrials 192,335 $61.3M 1.13% NEW $318.51 +28.1%
18 XLK SELECT SECTOR SPDR TR 370,688 $53.4M 0.98% NEW $143.97 +22.5%
19 SPTI SPDR SERIES TRUST 1,809,234 $52.2M 0.96% NEW $28.84 -2.1%
20 SHW SHERWIN WILLIAMS CO Basic Materials 158,342 $51.3M 0.95% NEW $324.03 -4.6%
21 AAOI APPLIED MATLS INC Technology 194,445 $50.0M 0.92% NEW $256.99 -25.9%
22 CB CHUBB LIMITED Financial Services 155,825 $48.6M 0.90% NEW $312.12 +3.9%
23 LRGF SPDR S&P 500 ETF TR 71,255 $48.6M 0.90% NEW $681.92 -89.2%
24 UBER UBER TECHNOLOGIES INC Technology 582,289 $47.6M 0.88% NEW $81.71 -8.6%
25 BLK BLACKROCK INC Financial Services 40,838 $43.7M 0.81% NEW $1070.34 +1.1%
26 CME CME GROUP INC Financial Services 157,196 $42.9M 0.79% NEW $273.08 +9.4%
27 RTX RTX CORPORATION Industrials 233,889 $42.9M 0.79% NEW $183.40 -4.2%
28 OREILLY AUTOMOTIVE INC 467,140 $42.6M 0.79% NEW $91.21
29 ABT ABBOTT LABS Healthcare 318,798 $39.9M 0.74% NEW $125.29 -32.6%
30 LNT ALLIANT ENERGY CORP Utilities 613,708 $39.9M 0.74% NEW $65.01 +11.4%
31 ULTA ULTA BEAUTY INC Consumer Cyclical 63,748 $38.6M 0.71% NEW $605.01 -17.6%
32 ZTS ZOETIS INC Healthcare 304,489 $38.3M 0.71% NEW $125.82 -40.0%
33 LOWES COS INC 158,832 $38.3M 0.71% NEW $241.16
34 SPIB SPDR SERIES TRUST 1,123,142 $38.0M 0.70% NEW $33.81 -1.5%
35 GSG ISHARES TR Financial Services 834,200 $37.9M 0.70% NEW $45.45 -24.8%
36 RDDT REDDIT INC Communication Services 164,910 $37.9M 0.70% NEW $229.87 -32.0%
37 ABBV ABBVIE INC Healthcare 163,620 $37.4M 0.69% NEW $228.49 -7.9%
38 HD HOME DEPOT INC Consumer Cyclical 108,306 $37.3M 0.69% NEW $344.10 -11.6%
39 NEE NEXTERA ENERGY INC Utilities 458,141 $36.8M 0.68% NEW $80.28 +19.2%
40 ECL ECOLAB INC Basic Materials 138,626 $36.4M 0.67% NEW $262.52 -5.2%
41 UNH UNITEDHEALTH GROUP INC Healthcare 107,880 $35.6M 0.66% NEW $330.11 +20.9%
42 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 242,314 $34.9M 0.64% NEW $143.89 +28.1%
43 AMGN AMGEN INC Healthcare 106,311 $34.8M 0.64% NEW $327.31 -0.3%
44 NSC NORFOLK SOUTHN CORP Industrials 118,961 $34.3M 0.63% NEW $288.72 +10.0%
45 JNJ JOHNSON & JOHNSON Healthcare 160,092 $33.1M 0.61% NEW $206.95 +11.5%
46 SPYM SPDR SERIES TRUST 412,877 $33.1M 0.61% NEW $80.22 +8.4%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 809,500 $33.0M 0.61% NEW $40.73 +15.5%
48 VGSH VANGUARD SCOTTSDALE FDS 540,332 $31.7M 0.58% NEW $58.73 -0.9%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 36,594 $31.6M 0.58% NEW $862.33 +20.7%
50 TJX COS INC NEW 204,472 $31.4M 0.58% NEW $153.61
51 NOC NORTHROP GRUMMAN CORP Industrials 55,010 $31.4M 0.58% NEW $570.21 -3.8%
52 DCI DONALDSON INC Industrials 353,657 $31.4M 0.58% NEW $88.66 -5.4%
53 BANK AMERICA CORP 549,983 $30.2M 0.56% NEW $55.00
54 CASEYS GEN STORES INC 50,997 $28.2M 0.52% NEW $552.71
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 47,467 $27.5M 0.51% NEW $579.45 -22.6%
56 PEG PUBLIC STORAGE OPER CO Utilities 105,808 $27.5M 0.51% NEW $259.50 -70.0%
57 NET CLOUDFLARE INC Technology 134,784 $26.6M 0.49% NEW $197.15 +1.3%
58 KARMAN HLDGS INC 345,030 $25.2M 0.47% NEW $73.17
59 MAPLEBEAR INC 557,350 $25.1M 0.46% NEW $44.98
60 CVX CHEVRON CORP NEW Energy 161,130 $24.6M 0.45% NEW $152.41 +22.5%
61 WMT WALMART INC Consumer Defensive 217,318 $24.2M 0.45% NEW $111.41 +18.9%
62 KNSL KINSALE CAP GROUP INC Financial Services 61,738 $24.1M 0.45% NEW $391.12 -22.3%
63 GSG ISHARES TR Financial Services 252,676 $24.1M 0.44% NEW $95.22 -64.1%
64 TEL TE CONNECTIVITY PLC Technology 104,980 $23.9M 0.44% NEW $227.51 -9.2%
65 CSCO CISCO SYS INC Technology 304,219 $23.4M 0.43% NEW $77.03 +50.0%
66 ANET ARISTA NETWORKS INC Technology 174,701 $22.9M 0.42% NEW $131.03 +8.3%
67 VIGI VANGUARD SPECIALIZED FUNDS 104,022 $22.9M 0.42% NEW $219.78 -58.1%
68 KMI KINDER MORGAN INC DEL Energy 812,442 $22.3M 0.41% NEW $27.49 +21.5%
69 VOO VANGUARD INDEX FDS 35,253 $22.1M 0.41% NEW $627.13 +8.3%
70 AERO GRUPO AEROPUERTO DEL PACIFIC Industrials 82,478 $21.7M 0.40% NEW $263.63 -94.3%
71 ROK ROCKWELL AUTOMATION INC Industrials 55,541 $21.6M 0.40% NEW $389.07 +17.3%
72 UNP UNION PAC CORP Industrials 91,406 $21.1M 0.39% NEW $231.32 +16.4%
73 OTIS OTIS WORLDWIDE CORP Industrials 240,022 $21.0M 0.39% NEW $87.35 -16.4%
74 GSG ISHARES TR Financial Services 195,892 $20.9M 0.39% NEW $106.70 -68.0%
75 AAL AMERICAN TOWER CORP NEW Industrials 116,605 $20.5M 0.38% NEW $175.57 -93.0%
76 GSG ISHARES TR Financial Services 877,139 $20.1M 0.37% NEW $22.88 +49.5%
77 PLTR PALANTIR TECHNOLOGIES INC Technology 112,445 $20.0M 0.37% NEW $177.75 -24.8%
78 GEV GE VERNOVA INC Utilities 30,408 $19.9M 0.37% NEW $653.57 +66.9%
79 CSX CSX CORP Industrials 534,587 $19.4M 0.36% NEW $36.25 +26.7%
80 LECO LINCOLN ELEC HLDGS INC Industrials 79,958 $19.2M 0.35% NEW $239.64 +11.2%
81 SHOP SHOPIFY INC Technology 116,662 $18.8M 0.35% NEW $160.97 -39.5%
82 SOJF SOUTHERN CO Utilities 211,962 $18.5M 0.34% NEW $87.20 -70.7%
83 TW TRADEWEB MKTS INC Financial Services 171,357 $18.4M 0.34% NEW $107.54 +2.1%
84 GRAL GRAIL INC Healthcare 213,050 $18.2M 0.34% NEW $85.59 -27.8%
85 VTEB VANGUARD MUN BD FDS 359,160 $18.1M 0.33% NEW $50.29 -0.9%
86 HBAN HUNTINGTON INGALLS INDS INC Financial Services 51,330 $17.5M 0.32% NEW $340.07 -95.4%
87 HOLOGIC INC 232,514 $17.3M 0.32% NEW $74.49
88 EMR EMERSON ELEC CO Industrials 127,410 $16.9M 0.31% NEW $132.72 +3.9%
89 XLF SELECT SECTOR SPDR TR 308,113 $16.9M 0.31% NEW $54.77 -6.6%
90 SCHP SCHWAB STRATEGIC TR 632,275 $16.6M 0.30% NEW $26.18 +1.8%
91 MTD METTLER TOLEDO INTERNATIONAL Healthcare 11,843 $16.5M 0.30% NEW $1394.14 -25.3%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 102,849 $16.5M 0.30% NEW $160.40 +19.6%
93 CCEP COCA COLA CO Consumer Defensive 229,530 $16.0M 0.30% NEW $69.91 +27.8%
94 XLI SELECT SECTOR SPDR TR 102,064 $15.8M 0.29% NEW $155.12 +10.5%
95 MCD MCDONALDS CORP Consumer Cyclical 50,447 $15.4M 0.28% NEW $305.63 -10.0%
96 CTAS CINTAS CORP Industrials 81,469 $15.3M 0.28% NEW $188.07 -11.8%
97 VO VANGUARD INDEX FDS 52,361 $15.2M 0.28% NEW $290.22 -73.6%
98 RELX RELX PLC Communication Services 375,344 $15.2M 0.28% NEW $40.42 -22.2%
99 POST HLDGS INC 151,886 $15.0M 0.28% NEW $99.05
100 LMT LOCKHEED MARTIN CORP Industrials 30,961 $15.0M 0.28% NEW $483.67 +7.6%
101 VTIP VANGUARD MALVERN FDS 290,676 $14.4M 0.27% NEW $49.46 +1.9%
102 GSG ISHARES TR Financial Services 40,548 $13.9M 0.26% NEW $342.97 -90.0%
103 GSG ISHARES TR Financial Services 609,295 $13.7M 0.25% NEW $22.47 +52.2%
104 RBCAA REPUBLIC SVCS INC Financial Services 64,102 $13.6M 0.25% NEW $211.93 -63.8%
105 STE STERIS PLC Healthcare 53,549 $13.6M 0.25% NEW $253.52 -14.8%
106 IONQ IONQ INC Technology 298,959 $13.4M 0.25% NEW $44.87 +28.1%
107 WP CAREY INC 207,574 $13.4M 0.25% NEW $64.36
108 SOUN SOUNDHOUND AI INC Technology 1,311,710 $13.1M 0.24% NEW $9.97 -14.5%
109 POWELL INDS INC 40,882 $13.0M 0.24% NEW $318.78
110 SCHD SCHWAB STRATEGIC TR 470,751 $12.9M 0.24% NEW $27.43 +15.6%
111 SPYG SPDR SERIES TRUST 120,894 $12.9M 0.24% NEW $106.70 +10.9%
112 SPSM SPDR SERIES TRUST 273,369 $12.8M 0.24% NEW $46.86 +11.2%
113 SREA SEMPRA Utilities 144,983 $12.8M 0.24% NEW $88.29 -75.6%
114 XLV SELECT SECTOR SPDR TR 81,181 $12.6M 0.23% NEW $154.80 -6.3%
115 VTI VANGUARD INDEX FDS 37,428 $12.5M 0.23% NEW $335.27 +8.2%
116 NVO NOVO-NORDISK A S Healthcare 245,049 $12.5M 0.23% NEW $50.88 -10.0%
117 LLY ELI LILLY & CO Healthcare 11,540 $12.4M 0.23% NEW $1074.69 -6.3%
118 DE DEERE & CO Industrials 26,601 $12.4M 0.23% NEW $465.56 +23.4%
119 WING WINGSTOP INC Consumer Cyclical 51,725 $12.3M 0.23% NEW $238.49 -50.1%
120 IVR INVESCO QQQ TR Real Estate 19,774 $12.1M 0.22% NEW $614.33 -98.7%
121 MRSH MARSH & MCLENNAN COS INC Financial Services 64,009 $11.9M 0.22% NEW $185.52 -13.7%
122 TMUS T-MOBILE US INC Communication Services 57,996 $11.8M 0.22% NEW $203.04 -7.3%
123 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 19,470 $11.7M 0.22% NEW $603.28 +9.3%
124 IVR INVESCO EXCHANGE TRADED FD T Real Estate 60,498 $11.6M 0.21% NEW $191.56 -95.8%
125 TSCO TRACTOR SUPPLY CO Consumer Cyclical 230,596 $11.5M 0.21% NEW $50.01 -39.0%
126 CHD CHURCH & DWIGHT CO INC Consumer Defensive 136,071 $11.4M 0.21% NEW $83.85 +12.2%
127 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 15 $11.3M 0.21% NEW $754800.00 -5.9%
128 CRWD CROWDSTRIKE HLDGS INC Technology 23,950 $11.2M 0.21% NEW $468.76 +23.7%
129 GSG ISHARES TR Financial Services 15,993 $11.0M 0.20% NEW $684.94 -95.0%
130 XOM EXXON MOBIL CORP Energy 90,650 $10.9M 0.20% NEW $120.34 +27.0%
131 PEP PEPSICO INC Consumer Defensive 75,456 $10.8M 0.20% NEW $143.52 +3.6%
132 CMI CUMMINS INC Industrials 21,005 $10.7M 0.20% NEW $510.44 +40.4%
133 URI UNITED RENTALS INC Industrials 13,186 $10.7M 0.20% NEW $809.33 +20.2%
134 BFST INTERNATIONAL BUSINESS MACHS Financial Services 35,587 $10.5M 0.19% NEW $296.21 -90.9%
135 UPSTART HLDGS INC 238,163 $10.4M 0.19% NEW $43.73
136 PG PROCTER AND GAMBLE CO Consumer Defensive 70,803 $10.1M 0.19% NEW $143.31 -0.4%
137 NU HLDGS LTD 605,983 $10.1M 0.19% NEW $16.74
138 VOO ASTERA LABS INC 60,409 $10.0M 0.18% NEW $166.36 +308.4%
139 XLC SELECT SECTOR SPDR TR 84,613 $10.0M 0.18% NEW $117.72 -1.4%
140 WM WASTE MGMT INC DEL Industrials 44,316 $9.7M 0.18% NEW $219.71 -0.4%
141 XLY SELECT SECTOR SPDR TR 80,316 $9.6M 0.18% NEW $119.41 -2.4%
142 HBAN HUNTINGTON BANCSHARES INC Financial Services 548,099 $9.5M 0.17% NEW $17.35 -10.6%
143 WSO.B WATSCO INC Industrials 27,940 $9.4M 0.17% NEW $336.95 +33.6%
144 MRK MERCK & CO INC Healthcare 86,715 $9.1M 0.17% NEW $105.26 +7.7%
145 SCHB SCHWAB STRATEGIC TR 326,752 $8.6M 0.16% NEW $26.23 +8.3%
146 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 34,449 $8.4M 0.15% NEW $242.82 +6.3%
147 AMD ADVANCED MICRO DEVICES INC Technology 38,805 $8.3M 0.15% NEW $214.16 +98.0%
148 ARCC ARES CAPITAL CORP Financial Services 409,535 $8.3M 0.15% NEW $20.23 -6.6%
149 GSG ISHARES TR Financial Services 82,399 $8.3M 0.15% NEW $100.38 -65.9%
150 IVR INVESCO EXCH TRADED FD TR II Real Estate 30,880 $7.8M 0.14% NEW $252.92 -96.8%
151 ORCL ORACLE CORP Technology 39,880 $7.8M 0.14% NEW $194.91 +0.4%
152 SNPS SYNOPSYS INC Technology 16,304 $7.7M 0.14% NEW $469.72 +8.6%
153 SPMD SPDR SERIES TRUST 131,661 $7.6M 0.14% NEW $57.91 +9.3%
154 PFFD GLOBAL X FDS 394,708 $7.5M 0.14% NEW $18.91 -0.4%
155 TSLA TESLA INC Consumer Cyclical 16,242 $7.3M 0.14% NEW $449.72 -1.4%
156 ACN ACCENTURE PLC IRELAND Technology 26,641 $7.1M 0.13% NEW $268.30 -37.1%
157 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 23,009 $7.0M 0.13% NEW $303.89 +37.5%
158 BX BLACKSTONE INC Financial Services 42,185 $6.5M 0.12% NEW $154.14 -23.5%
159 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 329,212 $6.5M 0.12% NEW $19.74 -59.1%
160 AKAM AKAMAI TECHNOLOGIES INC Technology 73,838 $6.4M 0.12% NEW $87.25 +72.9%
161 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 307,572 $6.3M 0.12% NEW $20.60 -60.8%
162 VUG VANGUARD INDEX FDS 12,941 $6.3M 0.12% NEW $487.86 -82.1%
163 XBI SPDR SERIES TRUST 50,498 $6.2M 0.11% NEW $121.93 +7.2%
164 KRE SPDR SERIES TRUST 93,233 $6.0M 0.11% NEW $64.81 +3.3%
165 FDBC FIDELITY MERRIMACK STR TR Financial Services 126,222 $5.8M 0.11% NEW $46.04 -2.9%
166 GSG ISHARES TR Financial Services 28,631 $5.7M 0.10% NEW $199.68 -82.9%
167 DELL DELL TECHNOLOGIES INC Technology 44,511 $5.6M 0.10% NEW $125.88 +96.9%
168 GLW CORNING INC Technology 63,813 $5.6M 0.10% NEW $87.56 +137.9%
169 O REALTY INCOME CORP Real Estate 98,900 $5.6M 0.10% NEW $56.37 +9.9%
170 GSG ISHARES TR Financial Services 46,140 $5.5M 0.10% NEW $120.18 -71.6%
171 AAL AMERICAN EXPRESS CO Industrials 14,899 $5.5M 0.10% NEW $369.95 -96.7%
172 MARA MARATHON PETE CORP Financial Services 33,830 $5.5M 0.10% NEW $162.63 -91.8%
173 CRCL CIRCLE INTERNET GROUP INC Financial Services 67,380 $5.3M 0.10% NEW $79.30 +56.2%
174 ASML ASML HOLDING N V Technology 4,907 $5.3M 0.10% NEW $1069.92 +40.4%
175 AME AMETEK INC Industrials 25,366 $5.2M 0.10% NEW $205.31 +11.0%
176 TFC TRUIST FINL CORP Financial Services 105,792 $5.2M 0.10% NEW $49.21 -4.2%
177 GSG ISHARES TR Financial Services 20,709 $5.1M 0.09% NEW $246.16 -86.1%
178 NVT NVENT ELECTRIC PLC Industrials 49,916 $5.1M 0.09% NEW $101.97 +70.6%
179 GSG ISHARES TR Financial Services 60,468 $5.0M 0.09% NEW $82.73 -58.7%
180 ITW ILLINOIS TOOL WKS INC Industrials 19,861 $4.9M 0.09% NEW $246.30 +1.8%
181 GS GOLDMAN SACHS GROUP INC Financial Services 5,522 $4.9M 0.09% NEW $878.98 +10.2%
182 HEICO CORP NEW 14,891 $4.8M 0.09% NEW $323.58
183 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 251,108 $4.7M 0.09% NEW $18.83 -57.1%
184 CACI CACI INTL INC Technology 8,800 $4.7M 0.09% NEW $532.81 -8.6%
185 AZO AUTOZONE INC Consumer Cyclical 1,363 $4.6M 0.09% NEW $3391.50 -2.1%
186 USB US BANCORP DEL Financial Services 85,761 $4.6M 0.08% NEW $53.36 +0.1%
187 WDAY WORKDAY INC Technology 21,033 $4.5M 0.08% NEW $214.78 -44.7%
188 GILD GILEAD SCIENCES INC Healthcare 35,379 $4.3M 0.08% NEW $122.74 +7.6%
189 QXO QXO INC Industrials 223,379 $4.3M 0.08% NEW $19.29 -9.6%
190 AMG AFFILIATED MANAGERS GROUP IN Financial Services 14,857 $4.3M 0.08% NEW $288.28 +2.0%
191 SCHF SCHWAB STRATEGIC TR 177,801 $4.3M 0.08% NEW $24.04 +11.1%
192 PH PARKER-HANNIFIN CORP Industrials 4,785 $4.2M 0.08% NEW $878.88 +0.2%
193 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 25,113 $4.1M 0.07% NEW $161.96 -3.9%
194 LEN.B LENNAR CORP Industrials 42,582 $4.1M 0.07% NEW $95.12 -9.3%
195 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 206,351 $4.0M 0.07% NEW $19.58 -58.7%
196 CBNK CAPITAL ONE FINL CORP Financial Services 16,647 $4.0M 0.07% NEW $242.36 -87.6%
197 GSG ISHARES TR Financial Services 19,998 $4.0M 0.07% NEW $198.62 -82.8%
198 VTV VANGUARD INDEX FDS 20,715 $4.0M 0.07% NEW $190.99 +8.2%
199 PSX PHILLIPS 66 Energy 30,274 $3.9M 0.07% NEW $129.04 +32.9%
200 XAIX DBX ETF TR 90,915 $3.9M 0.07% NEW $42.90 +22.3%
201 CVS CVS HEALTH CORP Healthcare 48,695 $3.9M 0.07% NEW $79.36 +22.4%
202 PFE PFIZER INC Healthcare 154,550 $3.8M 0.07% NEW $24.90 +3.4%
203 GSG ISHARES TR Financial Services 11,869 $3.8M 0.07% NEW $323.02 -89.4%
204 GSG ISHARES TR Financial Services 30,912 $3.8M 0.07% NEW $123.26 -72.3%
205 HON HONEYWELL INTL INC Industrials 19,166 $3.7M 0.07% NEW $195.09 +11.6%
206 TRV TRAVELERS COMPANIES INC Financial Services 12,855 $3.7M 0.07% NEW $290.06 +2.8%
207 NFLX NETFLIX INC Communication Services 39,565 $3.7M 0.07% NEW $93.76 -7.3%
208 FCX FREEPORT-MCMORAN INC Basic Materials 70,702 $3.6M 0.07% NEW $50.79 +30.2%
209 AAL AMERICAN ELEC PWR CO INC Industrials 31,110 $3.6M 0.07% NEW $115.31 -89.3%
210 PYPL PAYPAL HLDGS INC Financial Services 61,097 $3.6M 0.07% NEW $58.38 -22.9%
211 BSV VANGUARD BD INDEX FDS 44,898 $3.5M 0.07% NEW $78.81 -1.3%
212 GSG ISHARES TR Financial Services 41,674 $3.5M 0.07% NEW $84.64 -59.6%
213 NBIS NEBIUS GROUP N.V. Communication Services 41,911 $3.5M 0.07% NEW $83.70 +164.2%
214 VEU VANGUARD INTL EQUITY INDEX F 45,790 $3.4M 0.06% NEW $73.56 +10.1%
215 PKG PACKAGING CORP AMER Consumer Cyclical 16,189 $3.3M 0.06% NEW $206.23 +6.7%
216 CVNA CARVANA CO Consumer Cyclical 7,812 $3.3M 0.06% NEW $422.02 -83.5%
217 FLEX FLEX LTD Technology 53,852 $3.3M 0.06% NEW $60.42 +137.7%
218 TIDAL TRUST I 130,845 $3.2M 0.06% NEW $24.65
219 TGT TARGET CORP Consumer Defensive 32,943 $3.2M 0.06% NEW $97.75 +25.9%
220 GD GENERAL DYNAMICS CORP Industrials 9,458 $3.2M 0.06% NEW $336.66 +1.2%
221 GSG ISHARES TR Financial Services 29,598 $3.2M 0.06% NEW $107.11 -68.1%
222 VYMI VANGUARD WHITEHALL FDS 22,059 $3.2M 0.06% NEW $143.52 -31.5%
223 VRT VERTIV HOLDINGS CO Industrials 19,307 $3.1M 0.06% NEW $162.01 +132.2%
224 BANK MONTREAL QUE 23,993 $3.1M 0.06% NEW $129.79
225 MO ALTRIA GROUP INC Consumer Defensive 53,510 $3.1M 0.06% NEW $57.66 +25.6%
226 GSG ISHARES TR Financial Services 46,499 $3.1M 0.06% NEW $66.00 -48.2%
227 MU MICRON TECHNOLOGY INC Technology 10,669 $3.0M 0.06% NEW $285.41 +171.9%
228 HIMS HIMS & HERS HEALTH INC Healthcare 93,334 $3.0M 0.06% NEW $32.47 -25.3%
229 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 177,601 $3.0M 0.06% NEW $16.92 -52.2%
230 SDY SPDR SERIES TRUST 21,021 $2.9M 0.05% NEW $139.16 +5.0%
231 GSG ISHARES TR Financial Services 54,054 $2.9M 0.05% NEW $53.51 -36.1%
232 GLD SPDR GOLD TR Financial Services 7,263 $2.9M 0.05% NEW $396.31 +7.8%
233 WFC WELLS FARGO CO NEW Financial Services 30,557 $2.8M 0.05% NEW $93.20 -20.8%
234 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 171,450 $2.8M 0.05% NEW $16.45 -3.2%
235 ADBE ADOBE INC Technology 8,016 $2.8M 0.05% NEW $350.00 -29.3%
236 GSG ISHARES TR Financial Services 23,726 $2.7M 0.05% NEW $113.92 -70.0%
237 XLU SELECT SECTOR SPDR TR 63,196 $2.7M 0.05% NEW $42.69 +2.8%
238 CL COLGATE PALMOLIVE CO Consumer Defensive 33,956 $2.7M 0.05% NEW $79.02 +11.5%
239 VCIT VANGUARD SCOTTSDALE FDS 31,487 $2.6M 0.05% NEW $83.75 -2.1%
240 IOT SAMSARA INC Technology 72,980 $2.6M 0.05% NEW $35.45 -21.0%
241 GSG ISHARES TR Financial Services 26,938 $2.6M 0.05% NEW $96.03 -64.4%
242 RPM RPM INTL INC Basic Materials 24,378 $2.5M 0.05% NEW $104.00 -5.4%
243 VKTX VIKING HOLDINGS LTD Healthcare 34,585 $2.5M 0.05% NEW $71.41 -55.6%
244 ETHV VANECK ETF TRUST Financial Services 6,807 $2.5M 0.04% NEW $360.13 -91.0%
245 IVR INVESCO EXCHANGE TRADED FD T Real Estate 53,355 $2.4M 0.04% NEW $45.51 -82.2%
246 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,433 $2.4M 0.04% NEW $257.23 -16.6%
247 CM CANADIAN NAT RES LTD Financial Services 69,398 $2.3M 0.04% NEW $33.85 +228.8%
248 SCHO SCHWAB STRATEGIC TR 96,010 $2.3M 0.04% NEW $24.37 -1.0%
249 GSG ISHARES TR Financial Services 22,057 $2.3M 0.04% NEW $105.00 -67.4%
250 CAT CATERPILLAR INC Industrials 4,019 $2.3M 0.04% NEW $572.87 +55.1%
251 FUND SPROTT FDS TR Financial Services 79,168 $2.3M 0.04% NEW $28.95 -64.2%
252 MCK MCKESSON CORP Healthcare 2,752 $2.3M 0.04% NEW $820.29 -8.9%
253 XLE SELECT SECTOR SPDR TR 50,403 $2.3M 0.04% NEW $44.71 +33.0%
254 VONG VANGUARD SCOTTSDALE FDS 18,475 $2.2M 0.04% NEW $121.75 +5.1%
255 SCHZ SCHWAB STRATEGIC TR 95,672 $2.2M 0.04% NEW $23.37 -1.9%
256 CSL CARLISLE COS INC Industrials 6,979 $2.2M 0.04% NEW $319.86 +8.8%
257 VNQ VANGUARD INDEX FDS 24,906 $2.2M 0.04% NEW $88.49 +6.1%
258 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 25,498 $2.1M 0.04% NEW $82.02 -23.6%
259 XLP SELECT SECTOR SPDR TR 26,690 $2.1M 0.04% NEW $77.68 +9.0%
260 IVR INVESCO EXCHANGE TRADED FD T Real Estate 15,232 $2.0M 0.04% NEW $134.32 -94.0%
261 SCHG SCHWAB STRATEGIC TR 62,165 $2.0M 0.04% NEW $32.62 +5.0%
262 DISNEY WALT CO 17,534 $2.0M 0.04% NEW $113.77
263 DHR DANAHER CORPORATION Healthcare 8,639 $2.0M 0.04% NEW $228.92 -28.1%
264 COIN COINBASE GLOBAL INC Financial Services 8,713 $2.0M 0.04% NEW $226.14 -6.2%
265 GSG ISHARES TR Financial Services 18,373 $1.9M 0.04% NEW $105.69 -67.6%
266 MMM 3M CO Industrials 11,937 $1.9M 0.04% NEW $160.10 -9.4%
267 BF.A BROWN FORMAN CORP Industrials 73,282 $1.9M 0.04% NEW $26.06 +0.5%
268 OMC OMNICOM GROUP INC Communication Services 23,244 $1.9M 0.04% NEW $80.75 -11.4%
269 GSG ISHARES TR Financial Services 13,082 $1.8M 0.03% NEW $141.13 -75.8%
270 VGT VANGUARD WORLD FD 2,411 $1.8M 0.03% NEW $753.83 -85.0%
271 FNDX SCHWAB STRATEGIC TR 64,265 $1.7M 0.03% NEW $27.21 +11.4%
272 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 103,936 $1.7M 0.03% NEW $16.70 -51.6%
273 NVS NOVARTIS AG Healthcare 12,434 $1.7M 0.03% NEW $137.87 +8.6%
274 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 25,058 $1.7M 0.03% NEW $68.36 -10.1%
275 SYY SYSCO CORP Consumer Defensive 22,899 $1.7M 0.03% NEW $73.69 -0.9%
276 WELL WELLTOWER INC Real Estate 8,975 $1.7M 0.03% NEW $185.61 +17.3%
277 IVR INVESCO EXCHANGE TRADED FD T Real Estate 29,110 $1.7M 0.03% NEW $57.03 -85.8%
278 KEY KEYCORP Financial Services 79,142 $1.6M 0.03% NEW $20.64 +2.1%
279 TROW T ROWE PRICE ETF INC Financial Services 37,850 $1.6M 0.03% NEW $42.78 +139.4%
280 COP CONOCOPHILLIPS Energy 17,188 $1.6M 0.03% NEW $93.61 +27.1%
281 PAYX PAYCHEX INC Industrials 14,145 $1.6M 0.03% NEW $112.18 -20.8%
282 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 75,994 $1.6M 0.03% NEW $20.88 -61.3%
283 ARHS ARHAUS INC Consumer Cyclical 140,490 $1.6M 0.03% NEW $11.21 -48.7%
284 DTE DTE ENERGY CO Utilities 12,010 $1.5M 0.03% NEW $128.98 +11.5%
285 TXN TEXAS INSTRS INC Technology 8,887 $1.5M 0.03% NEW $173.49 +76.6%
286 SPAB SPDR SERIES TRUST 58,689 $1.5M 0.03% NEW $25.75 -1.8%
287 PRICE T ROWE GROUP INC 14,313 $1.5M 0.03% NEW $102.38
288 ECPG ENCORE CAP GROUP INC Financial Services 26,726 $1.5M 0.03% NEW $54.35 +50.4%
289 GSG ISHARES TR Financial Services 3,067 $1.5M 0.03% NEW $473.33 -92.8%
290 J P MORGAN EXCHANGE TRADED F 15,618 $1.4M 0.03% NEW $92.80
291 DOV DOVER CORP Industrials 7,350 $1.4M 0.03% NEW $195.24 +9.8%
292 VB VANGUARD INDEX FDS 5,492 $1.4M 0.03% NEW $257.95 +9.3%
293 VV VANGUARD INDEX FDS 4,499 $1.4M 0.03% NEW $314.80 +8.0%
294 DUK DUKE ENERGY CORP NEW Utilities 11,973 $1.4M 0.03% NEW $117.21 +6.1%
295 EFSC ENTERPRISE PRODS PARTNERS L Financial Services 43,381 $1.4M 0.03% NEW $32.06 +85.2%
296 PNC FINL SVCS GROUP INC 6,538 $1.4M 0.03% NEW $208.73
297 CARR CARRIER GLOBAL CORPORATION Industrials 25,758 $1.4M 0.03% NEW $52.84 +22.4%
298 IDXX IDEXX LABS INC Healthcare 1,975 $1.3M 0.03% NEW $676.53 -21.2%
299 THO THOR INDS INC Consumer Cyclical 12,733 $1.3M 0.02% NEW $102.67 -24.7%
300 SCHX SCHWAB STRATEGIC TR 48,404 $1.3M 0.02% NEW $26.91 +7.9%
301 AFL AFLAC INC Financial Services 11,743 $1.3M 0.02% NEW $110.27 +5.9%
302 GSG ISHARES TR Financial Services 15,700 $1.3M 0.02% NEW $79.84 -57.2%
303 LRCX LAM RESEARCH CORP Technology 7,221 $1.2M 0.02% NEW $171.17 +74.8%
304 UI UBIQUITI INC Technology 2,225 $1.2M 0.02% NEW $553.35 +19.3%
305 GE GE AEROSPACE Industrials 3,960 $1.2M 0.02% NEW $308.03 -5.4%
306 AZN ASTRAZENECA PLC Healthcare 12,930 $1.2M 0.02% NEW $91.93 +97.5%
307 MINT PIMCO ETF TR 11,743 $1.2M 0.02% NEW $100.34 +0.2%
308 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34,100 $1.2M 0.02% NEW $34.46 -27.0%
309 VGK VANGUARD INTL EQUITY INDEX F 13,906 $1.2M 0.02% NEW $83.61 +2.6%
310 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 81,139 $1.2M 0.02% NEW $14.31 -1.8%
311 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,500 $1.2M 0.02% NEW $100.89 -4.2%
312 RMD RESMED INC Healthcare 4,811 $1.2M 0.02% NEW $240.87 -15.9%
313 T AT&T INC Communication Services 46,162 $1.1M 0.02% NEW $24.84 -0.7%
314 GSG ISHARES TR Financial Services 13,463 $1.1M 0.02% NEW $82.82 -58.7%
315 GSG ISHARES TR Financial Services 2,953 $1.1M 0.02% NEW $373.38 -90.8%
316 VBK VANGUARD INDEX FDS 3,514 $1.1M 0.02% NEW $302.12 +11.7%
317 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,942 $1.1M 0.02% NEW $117.52 +18.5%
318 EMP ENTERGY CORP NEW Utilities 11,321 $1.0M 0.02% NEW $92.43 -77.6%
319 AGX ARGAN INC Industrials 3,294 $1.0M 0.02% NEW $313.32 +130.5%
320 COHR COHERENT CORP Technology 5,591 $1.0M 0.02% NEW $184.57 +119.4%
321 MS MORGAN STANLEY Financial Services 5,794 $1.0M 0.02% NEW $177.53 +9.6%
322 ONEOK INC NEW 13,992 $1.0M 0.02% NEW $73.50
323 BKNG BOOKING HOLDINGS INC Consumer Cyclical 189 $1.0M 0.02% NEW $5355.33 -97.1%
324 CP CANADIAN PACIFIC KANSAS CITY Industrials 13,633 $1.0M 0.02% NEW $73.63 +18.0%
325 IVR INVESCO EXCHANGE TRADED FD T Real Estate 8,470 $1.0M 0.02% NEW $118.16 -93.2%
326 XLB SELECT SECTOR SPDR TR 21,683 $983K 0.02% NEW $45.35 +10.9%
327 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,153 $979K 0.02% NEW $53.94 +5.7%
328 CI THE CIGNA GROUP Healthcare 3,529 $971K 0.02% NEW $275.23 +3.6%
329 ARKK ARK ETF TR 12,605 $970K 0.02% NEW $76.92 -2.6%
330 ISRG INTUITIVE SURGICAL INC Healthcare 1,688 $956K 0.02% NEW $566.36 -24.4%
331 CFR CULLEN FROST BANKERS INC Financial Services 7,465 $945K 0.02% NEW $126.63 +6.4%
332 POOL POOL CORP Industrials 4,083 $934K 0.02% NEW $228.75 -23.4%
333 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,498 $918K 0.02% NEW $49.65 -9.7%
334 VOOG VANGUARD ADMIRAL FDS INC 2,051 $912K 0.02% NEW $444.58 -81.5%
335 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 40,125 $907K 0.02% NEW $22.61 -64.3%
336 APPS DIGITAL RLTY TR INC Technology 5,793 $896K 0.02% NEW $154.71 -97.3%
337 LIN LINDE PLC Basic Materials 2,096 $894K 0.02% NEW $426.41 +20.0%
338 GSG ISHARES TR Financial Services 4,906 $889K 0.02% NEW $181.21 -81.1%
339 PLD PROLOGIS INC. Real Estate 6,763 $863K 0.02% NEW $127.65 +11.8%
340 GSG ISHARES TR Financial Services 9,602 $859K 0.02% NEW $89.46 -61.8%
341 SPTS SPDR SERIES TRUST 29,236 $856K 0.02% NEW $29.28 -1.0%
342 UPS UNITED PARCEL SERVICE INC Industrials 8,603 $853K 0.02% NEW $99.19 -0.8%
343 PPG INDS INC 8,251 $845K 0.02% NEW $102.46
344 GSG ISHARES TR Financial Services 13,591 $845K 0.02% NEW $62.15 -45.0%
345 WEC WEC ENERGY GROUP INC Utilities 7,970 $841K 0.02% NEW $105.46 +5.9%
346 VOT VANGUARD INDEX FDS 3,004 $839K 0.01% NEW $279.14 +2.3%
347 NVMI NOVA LTD Technology 2,530 $831K 0.01% NEW $328.39 +69.3%
348 FSLR FIRST SOLAR INC Energy 3,171 $828K 0.01% NEW $261.23 -11.3%
349 EA ELECTRONIC ARTS INC Communication Services 4,046 $827K 0.01% NEW $204.33 -1.7%
350 INTU INTUIT Technology 1,243 $824K 0.01% NEW $662.55 -42.9%
351 MTB M & T BK CORP Financial Services 4,085 $823K 0.01% NEW $201.48 +2.1%
352 GSG ISHARES TR Financial Services 8,163 $815K 0.01% NEW $99.88 -65.8%
353 OBT ORANGE CNTY BANCORP INC Financial Services 28,400 $811K 0.01% NEW $28.55 +16.2%
354 PWR QUANTA SVCS INC Industrials 1,916 $809K 0.01% NEW $422.06 +84.8%
355 GSG ISHARES TR Financial Services 2,666 $803K 0.01% NEW $301.15 -88.6%
356 KIMCO RLTY CORP 39,089 $792K 0.01% NEW $20.27
357 TRGP TARGA RES CORP Energy 4,290 $792K 0.01% NEW $184.50 +45.0%
358 BUZZ BOEING CO 3,607 $783K 0.01% NEW $217.14 -83.2%
359 GSG ISHARES TR Financial Services 3,559 $749K 0.01% NEW $210.34 -83.7%
360 CMCSA COMCAST CORP NEW Communication Services 24,146 $722K 0.01% NEW $29.89 -17.2%
361 MDB MONGODB INC Technology 1,704 $715K 0.01% NEW $419.69 -27.8%
362 GSG ISHARES TR Financial Services 10,245 $711K 0.01% NEW $69.42 -50.7%
363 WAL WESTERN DIGITAL CORP Financial Services 4,057 $699K 0.01% NEW $172.27 -55.9%
364 VEA VANGUARD TAX-MANAGED FDS 10,951 $684K 0.01% NEW $62.47 +10.6%
365 FIRST CTZNS BANCSHARES INC D 314 $674K 0.01% NEW $2146.18
366 SCHA SCHWAB STRATEGIC TR 23,370 $666K 0.01% NEW $28.48 +14.4%
367 PPL PPL CORP Utilities 18,879 $661K 0.01% NEW $35.02 +2.2%
368 SPGI S&P GLOBAL INC Financial Services 1,259 $658K 0.01% NEW $522.59 -22.7%
369 INTC INTEL CORP Technology 17,815 $657K 0.01% NEW $36.90 +214.2%
370 GSG ISHARES TR Financial Services 9,960 $648K 0.01% NEW $65.10 -47.5%
371 STT SPDR DOW JONES INDL AVERAGE Financial Services 1,348 $648K 0.01% NEW $480.52 -68.0%
372 SCYB SCHWAB STRATEGIC TR 24,449 $646K 0.01% NEW $26.42 -1.5%
373 GSG ISHARES TR Financial Services 6,701 $645K 0.01% NEW $96.27 -64.5%
374 SPYV SPDR SERIES TRUST 11,259 $640K 0.01% NEW $56.81 +5.4%
375 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 29,129 $627K 0.01% NEW $21.51 -62.4%
376 SPEM SPDR INDEX SHS FDS 13,360 $625K 0.01% NEW $46.81 +8.6%
377 ATI ATI INC Industrials 5,436 $624K 0.01% NEW $114.76 +34.4%
378 CLX CLOROX CO DEL Consumer Defensive 6,050 $610K 0.01% NEW $100.83 -10.3%
379 NAK NORTHERN TR CORP Basic Materials 4,404 $602K 0.01% NEW $136.59 -98.4%
380 APD AIR PRODS & CHEMS INC Basic Materials 2,428 $600K 0.01% NEW $246.99 +19.6%
381 EFX EQUIFAX INC Industrials 2,753 $597K 0.01% NEW $216.98 -27.3%
382 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 27,075 $596K 0.01% NEW $22.00 -63.3%
383 NKE NIKE INC Consumer Cyclical 9,275 $591K 0.01% NEW $63.71 -34.0%
384 VLO VALERO ENERGY CORP Energy 3,612 $588K 0.01% NEW $162.79 +50.4%
385 BIL SPDR SERIES TRUST 6,371 $582K 0.01% NEW $91.38 +0.2%
386 TT TRANE TECHNOLOGIES PLC Industrials 1,485 $578K 0.01% NEW $389.20 +23.8%
387 COR CENCORA INC Healthcare 1,704 $576K 0.01% NEW $337.75 -22.7%
388 NSIT INSIGHT ENTERPRISES INC Technology 7,050 $574K 0.01% NEW $81.47 +9.7%
389 JEF JEFFERIES FINL GROUP INC Financial Services 9,257 $574K 0.01% NEW $61.97 -14.6%
390 GS GOLDMAN SACHS ETF TR Financial Services 4,268 $565K 0.01% NEW $132.37 +632.0%
391 VDE VANGUARD WORLD FD 4,470 $563K 0.01% NEW $125.92 +33.7%
392 MCO MOODYS CORP Financial Services 1,081 $552K 0.01% NEW $510.85 -15.3%
393 GDLC GRAYSCALE BITCOIN MINI TR ET Financial Services 14,220 $551K 0.01% NEW $38.73 -5.5%
394 FORD MTR CO 41,883 $550K 0.01% NEW $13.12
395 BDX BECTON DICKINSON & CO Healthcare 2,808 $545K 0.01% NEW $194.07 -26.1%
396 VMBS VANGUARD SCOTTSDALE FDS 11,542 $543K 0.01% NEW $47.08 -1.6%
397 J P MORGAN EXCHANGE TRADED F 10,589 $539K 0.01% NEW $50.94
398 EZPW EZCORP INC Financial Services 27,775 $539K 0.01% NEW $19.42 +68.8%
399 UGI UGI CORP NEW Utilities 14,294 $535K 0.01% NEW $37.43 -9.1%
400 D DOMINION ENERGY INC Utilities 9,106 $534K 0.01% NEW $58.59 +7.5%
401 VST VISTRA CORP Utilities 3,298 $532K 0.01% NEW $161.33 -12.0%
402 PINS PINTEREST INC Communication Services 20,491 $531K 0.01% NEW $25.89 -26.5%
403 MPLX MPLX LP Energy 9,816 $524K 0.01% NEW $53.37 +4.1%
404 ADI ANALOG DEVICES INC Technology 1,923 $522K 0.01% NEW $271.23 +53.9%
405 CEG CONSTELLATION ENERGY CORP Utilities 1,473 $520K 0.01% NEW $353.27 -24.4%
406 MDYG SPDR SERIES TRUST 5,628 $520K 0.01% NEW $92.42 +13.8%
407 CNP CENTERPOINT ENERGY INC Utilities 13,531 $519K 0.01% NEW $38.34 +11.0%
408 C CITIGROUP INC Financial Services 4,364 $509K 0.01% NEW $116.69 +5.8%
409 GSG ISHARES TR Financial Services 3,891 $502K 0.01% NEW $128.93 -73.5%
410 SBR SABINE RTY TR Energy 7,300 $501K 0.01% NEW $68.57 +12.0%
411 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 21,608 $500K 0.01% NEW $23.15 -65.1%
412 VBR VANGUARD INDEX FDS 2,346 $497K 0.01% NEW $211.79 +7.3%
413 BP BP PLC Energy 14,298 $497K 0.01% NEW $34.73 +27.7%
414 MDLZ MONDELEZ INTL INC Consumer Defensive 8,908 $480K 0.01% NEW $53.83 +13.3%
415 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,680 $476K 0.01% NEW $283.31 -23.3%
416 KGC KINROSS GOLD CORP Basic Materials 16,630 $468K 0.01% NEW $28.16 +9.7%
417 GSG ISHARES TR Financial Services 2,202 $467K 0.01% NEW $212.07 -83.9%
418 SPOT SPOTIFY TECHNOLOGY S A Communication Services 792 $460K 0.01% NEW $580.71 -25.5%
419 FNDB SCHWAB STRATEGIC TR 16,999 $452K 0.01% NEW $26.57 +11.2%
420 VCSH VANGUARD SCOTTSDALE FDS 5,645 $450K 0.01% NEW $79.73 -1.2%
421 WCN WASTE CONNECTIONS INC Industrials 2,527 $443K 0.01% NEW $175.36 -11.7%
422 WABTEC 2,051 $438K 0.01% NEW $213.45
423 UFPT UFP TECHNOLOGIES INC Healthcare 1,970 $437K 0.01% NEW $222.03 -0.5%
424 SBUX STARBUCKS CORP Consumer Cyclical 5,155 $434K 0.01% NEW $84.20 +26.4%
425 GSG ISHARES TR Financial Services 12,332 $434K 0.01% NEW $35.19 -2.8%
426 LW LAMB WESTON HLDGS INC Consumer Defensive 10,356 $434K 0.01% NEW $41.89 +1.1%
427 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 17,985 $425K 0.01% NEW $23.64 -65.8%
428 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,091 $425K 0.01% NEW $203.19 +77.9%
429 GSG ISHARES TR Financial Services 2,851 $424K 0.01% NEW $148.69 -77.0%
430 PANW PALO ALTO NETWORKS INC Technology 2,262 $417K 0.01% NEW $184.20 +29.3%
431 DFAC DIMENSIONAL ETF TRUST 10,511 $416K 0.01% NEW $39.59 +8.6%
432 MFS GOVT MKTS INCOME TR 136,000 $411K 0.01% NEW $3.02
433 BERKLEY W R CORP 5,737 $402K 0.01% NEW $70.12
434 FAST FASTENAL CO Industrials 10,008 $402K 0.01% NEW $40.13 +9.6%
435 GSG ISHARES TR Financial Services 4,096 $397K 0.01% NEW $96.88 -64.7%
436 IRM IRON MTN INC DEL Real Estate 4,755 $394K 0.01% NEW $82.95 +54.0%
437 ROP ROPER TECHNOLOGIES INC Industrials 878 $391K 0.01% NEW $445.34 -28.6%
438 PVAL PUTNAM ETF TRUST 8,563 $390K 0.01% NEW $45.57 +9.4%
439 YUM YUM BRANDS INC Consumer Cyclical 2,566 $388K 0.01% NEW $151.28 -0.4%
440 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,800 $382K 0.01% NEW $79.67 +9.2%
441 RFM RIVERNORTH FLEXIBLE MUNI INC Financial Services 30,000 $380K 0.01% NEW $12.66 +15.2%
442 CNX RES CORP 10,270 $378K 0.01% NEW $36.77
443 MDT MEDTRONIC PLC Healthcare 3,908 $375K 0.01% NEW $96.06 -19.9%
444 EXLS EXLSERVICE HOLDINGS INC Technology 8,750 $371K 0.01% NEW $42.44 -36.5%
445 EOG RES INC 3,516 $369K 0.01% NEW $105.01
446 UL UNILEVER PLC Consumer Defensive 5,638 $369K 0.01% NEW $65.40 -12.3%
447 EBAY EBAY INC. Consumer Cyclical 4,186 $365K 0.01% NEW $87.10 +30.0%
448 KLAC KLA CORP Technology 300 $365K 0.01% NEW $1215.08 +55.8%
449 TOST TOAST INC Technology 10,200 $362K 0.01% NEW $35.51 -35.0%
450 ALL ALLSTATE CORP Financial Services 1,718 $358K 0.01% NEW $208.15 +4.4%
451 ET ENERGY TRANSFER L P Energy 21,575 $356K 0.01% NEW $16.49 +23.5%
452 VXUS VANGUARD STAR FDS 4,699 $354K 0.01% NEW $75.44 +10.2%
453 FTAIN FTAI AVIATION LTD Industrials 1,800 $354K 0.01% NEW $196.85 -87.1%
454 GSG ISHARES TR Financial Services 6,015 $346K 0.01% NEW $57.46 -40.5%
455 GSG ISHARES TR Financial Services 3,368 $345K 0.01% NEW $102.54 -66.7%
456 CM CANADIAN NATL RY CO Financial Services 3,486 $345K 0.01% NEW $98.85 +12.6%
457 GSG ISHARES TR Financial Services 1,240 $343K 0.01% NEW $276.94 -87.7%
458 WT WISDOMTREE TR Financial Services 3,891 $343K 0.01% NEW $88.07 -77.5%
459 TRAX FIRST TR EXCHNG TRADED FD VI Healthcare 9,939 $341K 0.01% NEW $34.26 -47.0%
460 E ENI S P A Energy 8,945 $339K 0.01% NEW $37.94 +45.8%
461 MET METLIFE INC Financial Services 4,250 $335K 0.01% NEW $78.94 +0.3%
462 MKC MCCORMICK & CO INC Consumer Defensive 4,925 $335K 0.01% NEW $68.11 -31.7%
463 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,400 $333K 0.01% NEW $97.90 +19.5%
464 VWO VANGUARD INTL EQUITY INDEX F 6,063 $326K 0.01% NEW $53.76 +8.7%
465 HPE HEWLETT PACKARD ENTERPRISE C Technology 13,524 $325K 0.01% NEW $24.02 +42.1%
466 FOUR SHIFT4 PMTS INC Technology 5,150 $324K 0.01% NEW $62.97 -33.3%
467 LISTED FDS TR 4,897 $323K 0.01% NEW $65.96
468 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,337 $322K 0.01% NEW $137.96 +1.9%
469 TXT TEXTRON INC Industrials 3,696 $322K 0.01% NEW $87.17 +5.0%
470 CBNK CAPITAL GROUP DIVIDEND VALUE Financial Services 7,382 $322K 0.01% NEW $43.64 -31.3%
471 MZTI MARZETTI COMPANY Consumer Defensive 1,955 $321K 0.01% NEW $164.42 -30.4%
472 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 14,325 $320K 0.01% NEW $22.36 -1.7%
473 MAS MASCO CORP Industrials 5,046 $320K 0.01% NEW $63.46 +7.6%
474 MWA MUELLER INDS INC Industrials 2,712 $311K 0.01% NEW $114.80 -77.5%
475 NDAQ NASDAQ INC Financial Services 3,204 $311K 0.01% NEW $97.13 -6.4%
476 LH LABCORP HOLDINGS INC Healthcare 1,239 $311K 0.01% NEW $250.88 +1.3%
477 GSG ISHARES TR Financial Services 801 $310K 0.01% NEW $386.85 -91.2%
478 GSG ISHARES TR Financial Services 2,339 $308K 0.01% NEW $131.59 -74.0%
479 IVR INVESCO EXCHANGE TRADED FD T Real Estate 6,531 $306K 0.01% NEW $46.92 -82.8%
480 GSG ISHARES TR Financial Services 2,035 $303K 0.01% NEW $148.98 -77.1%
481 GALLAGHER ARTHUR J & CO 1,171 $303K 0.01% NEW $258.79
482 WT WISDOMTREE TR Financial Services 3,377 $302K 0.01% NEW $89.43 -77.8%
483 CTVA CORTEVA INC Basic Materials 4,334 $291K 0.01% NEW $67.04 +24.3%
484 CDW CDW CORP Technology 2,104 $287K 0.01% NEW $136.20 -25.1%
485 GLDM WORLD GOLD TR Financial Services 3,350 $286K 0.01% NEW $85.37 +5.4%
486 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,394 $283K 0.01% NEW $52.41 +33.7%
487 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,530 $282K 0.01% NEW $184.02 +5.8%
488 GSG ISHARES TR Financial Services 2,554 $281K 0.01% NEW $109.91 -68.9%
489 SPDR SERIES TRUST 1,601 $279K 0.01% NEW $174.17
490 ATO ATMOS ENERGY CORP Utilities 1,660 $278K 0.01% NEW $167.63 +5.3%
491 Q QNITY ELECTRONICS INC Technology 3,390 $277K 0.01% NEW $81.65 +101.0%
492 ETHV VANECK ETF TRUST Financial Services 2,663 $276K 0.01% NEW $103.56 -68.6%
493 EW EDWARDS LIFESCIENCES CORP Healthcare 3,200 $273K 0.01% NEW $85.25 -4.6%
494 RGA REINSURANCE GRP OF AMERICA I Financial Services 1,337 $272K 0.01% NEW $203.44 +3.8%
495 IVR INVESCO EXCH TRADED FD TR II Real Estate 3,774 $270K 0.01% NEW $71.42 -88.7%
496 SCHV SCHWAB STRATEGIC TR 9,040 $268K 0.01% NEW $29.61 +10.0%
497 ED CONSOLIDATED EDISON INC Utilities 2,685 $267K 0.01% NEW $99.32 +7.9%
498 TDG TRANSDIGM GROUP INC Industrials 200 $266K 0.01% NEW $1329.85 -11.4%
499 FANG DIAMONDBACK ENERGY INC Energy 1,756 $264K 0.01% NEW $150.33 +33.2%
500 SCHE SCHWAB STRATEGIC TR 8,028 $263K 0.01% NEW $32.75 +8.2%
501 SWKS SKYWORKS SOLUTIONS INC Technology 4,133 $262K 0.01% NEW $63.41 +5.8%
502 ARRY ARRAY TECHNOLOGIES INC Energy 28,000 $258K 0.01% NEW $9.22 -2.7%
503 MKL MARKEL GROUP INC Financial Services 120 $258K 0.01% NEW $2149.65 -14.1%
504 UDR UDR INC Real Estate 7,007 $257K 0.01% NEW $36.68 +1.8%
505 GPC GENUINE PARTS CO Consumer Cyclical 2,090 $257K 0.01% NEW $122.96 -21.0%
506 DD DUPONT DE NEMOURS INC Basic Materials 6,387 $257K 0.01% NEW $40.20 +25.9%
507 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 10,965 $256K 0.01% NEW $23.34 -65.4%
508 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,073 $255K 0.01% NEW $83.00 -44.5%
509 CAH CARDINAL HEALTH INC Healthcare 1,237 $254K 0.01% NEW $205.50 -5.0%
510 VFH VANGUARD WORLD FD 1,904 $254K 0.01% NEW $133.48 -6.1%
511 TKR TIMKEN CO Industrials 2,997 $252K 0.01% NEW $84.13 +38.8%
512 IVR INVESCO EXCHANGE TRADED FD T Real Estate 5,485 $252K 0.01% NEW $45.89 -82.4%
513 GSG ISHARES TR Financial Services 1,515 $251K 0.01% NEW $165.81 -79.4%
514 ETHV VANECK ETF TRUST Financial Services 8,500 $250K 0.01% NEW $29.37 +10.6%
515 IVR INVESCO EXCHANGE TRADED FD T Real Estate 8,485 $246K 0.01% NEW $29.02 -72.2%
516 FFBC FIRST FINL BANCORP OH Financial Services 9,826 $246K 0.01% NEW $25.02 +20.3%
517 XLRE SELECT SECTOR SPDR TR 6,086 $246K 0.01% NEW $40.35 +7.1%
518 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 18,435 $245K 0.01% NEW $13.28 -22.4%
519 GSG ISHARES TR Financial Services 2,501 $244K 0.00% NEW $97.40 -64.9%
520 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 67,578 $241K 0.00% NEW $3.56 -18.3%
521 ROAD CONSTRUCTION PARTNERS INC Industrials 2,201 $239K 0.00% NEW $108.55 +15.0%
522 IEMG ISHARES INC 3,528 $237K 0.00% NEW $67.22 +18.3%
523 VIRT VIRTU FINL INC Financial Services 7,089 $236K 0.00% NEW $33.32 +65.0%
524 NG NOVAGOLD RES INC Basic Materials 25,250 $235K 0.00% NEW $9.32 -4.6%
525 GSG ISHARES TR Financial Services 1,855 $235K 0.00% NEW $126.67 -73.0%
526 PRU PRUDENTIAL FINL INC Financial Services 2,079 $235K 0.00% NEW $112.88 -8.6%
527 PDYN PALLADYNE AI CORP Technology 55,000 $234K 0.00% NEW $4.26 +56.3%
528 GSG ISHARES SILVER TR Financial Services 3,619 $233K 0.00% NEW $64.42 -46.9%
529 THRM GENTHERM INC Consumer Cyclical 6,403 $233K 0.00% NEW $36.37 -13.5%
530 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,889 $232K 0.00% NEW $80.29 -3.2%
531 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 12,000 $228K 0.00% NEW $19.03 -0.6%
532 VXF VANGUARD INDEX FDS 1,076 $225K 0.00% NEW $209.12 +7.4%
533 STWD STARWOOD PPTY TR INC Real Estate 12,475 $225K 0.00% NEW $18.01 -4.8%
534 SAP SAP SE Technology 917 $223K 0.00% NEW $242.94 -32.4%
535 KR KROGER CO Consumer Defensive 3,555 $222K 0.00% NEW $62.48 +6.9%
536 DFUV DIMENSIONAL ETF TRUST 4,764 $222K 0.00% NEW $46.59 +11.9%
537 ANIP ANI PHARMACEUTICALS INC Healthcare 2,800 $221K 0.00% NEW $78.94 -1.2%
538 EYE NATIONAL BANKSHARES INC VA Consumer Cyclical 6,555 $220K 0.00% NEW $33.53 -47.2%
539 BAM BROOKFIELD INFRAST PARTNERS Financial Services 6,325 $220K 0.00% NEW $34.74 +37.9%
540 FDX FEDEX CORP Industrials 745 $215K 0.00% NEW $288.86 +31.5%
541 HOOD ROBINHOOD MKTS INC Financial Services 1,900 $215K 0.00% NEW $113.10 -28.6%
542 LISTED FDS TR 11,370 $214K 0.00% NEW $18.78
543 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,680 $213K 0.00% NEW $126.58 +16.5%
544 FDBC FIDELITY COVINGTON TRUST Financial Services 939 $211K 0.00% NEW $224.68 -80.1%
545 GSG ISHARES TR Financial Services 3,845 $210K 0.00% NEW $54.71 -37.5%
546 CWB SPDR SERIES TRUST 2,354 $210K 0.00% NEW $89.19 +17.2%
547 RFM RIVERNORTH FLEXIBLE MUN INCO Financial Services 15,000 $210K 0.00% NEW $13.97 +4.4%
548 LQDT LIQUIDITY SVCS INC Consumer Cyclical 6,873 $208K 0.00% NEW $30.31 +10.0%
549 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,266 $208K 0.00% NEW $63.72 +52.3%
550 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 15,000 $208K 0.00% NEW $13.84 -8.6%
551 SLB SLB LIMITED Energy 5,397 $207K 0.00% NEW $38.38 +45.3%
552 DG DOLLAR GEN CORP NEW Consumer Defensive 1,555 $206K 0.00% NEW $132.77 -20.9%
553 ARES ARES MANAGEMENT CORPORATION Financial Services 1,269 $205K 0.00% NEW $161.63 -23.6%
554 SCHM SCHWAB STRATEGIC TR 6,817 $205K 0.00% NEW $30.07 +12.9%
555 TRAX FIRST TR EXCHANGE TRADED FD Healthcare 1,545 $201K 0.00% NEW $130.08 -86.0%
556 IVR INVESCO EXCH TRD SLF IDX FD Real Estate 7,690 $201K 0.00% NEW $26.10 -69.0%
557 CNS COHEN & STEERS QUALITY INCOM Financial Services 15,300 $175K 0.00% NEW $11.42 +534.9%
558 NEOG NEOGEN CORP Healthcare 22,200 $155K 0.00% NEW $6.99 +20.6%
559 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 36,000 $98K 0.00% NEW $2.73 +28.9%
560 CNH CNH INDL N V Industrials 10,000 $92K 0.00% NEW $9.22 +15.7%
561 EVGO EVGO INC Consumer Cyclical 14,264 $42K 0.00% NEW $2.91 -33.3%
562 FUBO FUBOTV INC Communication Services 13,950 $35K 0.00% NEW $2.52 +288.1%
563 MLSS MILESTONE SCIENTIFIC INC Healthcare 100,175 $27K 0.00% NEW $0.27 +19.7%
564 MODD MODULAR MED INC Healthcare 15,000 $5K NEW $0.36 +825.5%

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 25.3%
Financial Services 23.6%
Industrials 11.8%
Communication Services 11.1%
Healthcare 10.1%
Consumer Cyclical 5.8%
Utilities 3.7%
Consumer Defensive 3.1%
Basic Materials 2.2%
Real Estate 1.8%