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Carnegie Investment Counsel

· CIK 0001511506
13F Portfolio $5.1B AUM 559 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 602,258 $170.5M 3.32% -26K -4.2% $283.18 +41.6%
2 AAPL APPLE INC Technology 664,385 $168.6M 3.29% -21K -3.1% $253.79 +18.3%
3 MSFT MICROSOFT CORP Technology 428,997 $156.6M 3.05% +12K +2.8% $365.07 +12.1%
4 JPM JPMORGAN CHASE & CO Financial Services 420,798 $121.0M 2.36% $287.62 +4.3%
5 NVDA NVIDIA CORPORATION Technology 652,679 $113.8M 2.22% -47K -6.7% $174.40 +35.2%
6 AVGO BROADCOM INC Technology 363,459 $110.5M 2.15% +12K +3.4% $304.04 +39.8%
7 AMZN AMAZON COM INC Consumer Cyclical 484,699 $100.9M 1.97% $208.27 +26.8%
8 BRK/B BERKSHIRE HATHAWAY INC DEL 198,153 $93.1M 1.81% +5K +2.9% $469.99
9 META META PLATFORMS INC Communication Services 163,666 $91.2M 1.78% +3K +1.6% $557.48 +10.9%
10 SYK STRYKER CORPORATION Healthcare 242,981 $78.0M 1.52% +21K +9.5% $320.90 -4.8%
11 SCHW SCHWAB CHARLES CORP Financial Services 843,977 $77.3M 1.51% +40K +5.0% $91.55 -2.3%
12 MA MASTERCARD INCORPORATED Financial Services 143,477 $69.3M 1.35% +2K +1.2% $483.21 +1.4%
13 ETN EATON CORP PLC Industrials 192,112 $68.7M 1.34% $357.67 +14.1%
14 GOOGL ALPHABET INC Communication Services 231,232 $66.3M 1.29% -2K -1.0% $286.86 +39.8%
15 AMAT APPLIED MATLS INC Technology 165,653 $56.6M 1.10% -29K -14.8% $341.79 +27.7%
16 PGR PROGRESSIVE CORP Financial Services 285,104 $56.5M 1.10% -3K -1.2% $198.24 -1.2%
17 V VISA INC Financial Services 183,717 $55.5M 1.08% +977 +0.5% $302.24 +6.7%
18 SPTI SPDR SERIES TRUST 1,846,575 $52.9M 1.03% +37K +2.1% $28.66 -1.5%
19 CHUBB LTD SWITZ 160,792 $50.6M 0.99% +5K +3.2% $314.71
20 SHW SHERWIN WILLIAMS CO Basic Materials 153,010 $49.0M 0.96% -5K -3.4% $320.55 -3.5%
21 HD HOME DEPOT INC Consumer Cyclical 154,265 $48.7M 0.95% +46K +42.4% $315.92 -3.7%
22 XLK SELECT SECTOR SPDR TR 351,722 $46.7M 0.91% -19K -5.1% $132.90 +32.7%
23 QCOM QUALCOMM INC Technology 369,203 $46.3M 0.90% +2K +0.6% $125.28 +59.7%
24 CME CME GROUP INC Financial Services 162,478 $45.7M 0.89% +5K +3.4% $280.99 +6.4%
25 IQLT ISHARES TR 947,863 $43.8M 0.85% +114K +13.6% $46.23 +4.6%
26 LNT ALLIANT ENERGY CORP Utilities 638,323 $43.7M 0.85% +25K +4.0% $68.43 +5.9%
27 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 492,898 $43.5M 0.85% +26K +5.5% $88.35 +1.5%
28 UBER UBER TECHNOLOGIES INC Technology 587,273 $42.2M 0.82% +5K +0.9% $71.93 +3.8%
29 NEE NEXTERA ENERGY INC Utilities 450,895 $41.9M 0.82% -7K -1.6% $92.88 +3.0%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 840,198 $39.9M 0.78% +31K +3.8% $47.51 -1.0%
31 BLK BLACKROCK INC Financial Services 43,230 $39.8M 0.78% +2K +5.9% $921.29 +17.4%
32 RTX RTX CORPORATION Industrials 216,249 $39.2M 0.76% -18K -7.5% $181.26 -3.1%
33 ZTS ZOETIS INC Healthcare 333,786 $38.2M 0.74% +29K +9.6% $114.44 -34.0%
34 SPIB SPDR SERIES TRUST 1,128,455 $37.8M 0.74% $33.54 -0.7%
35 AMGN AMGEN INC Healthcare 107,264 $37.7M 0.74% +953 +0.9% $351.85 -7.3%
36 ABBV ABBVIE INC Healthcare 182,001 $37.5M 0.73% +18K +11.2% $206.17 +2.0%
37 CASY CASEYS GEN STORES INC Consumer Cyclical 50,632 $36.9M 0.72% -365 -0.7% $727.86 +17.2%
38 LOW LOWES COS INC Consumer Cyclical 153,613 $36.3M 0.71% -5K -3.3% $236.28 -5.4%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 35,842 $35.7M 0.70% -752 -2.0% $996.42 +4.5%
40 ECL ECOLAB INC Basic Materials 133,778 $35.6M 0.69% -5K -3.5% $266.02 -6.4%
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 54,404 $35.4M 0.69% -17K -23.6% $650.34 +13.7%
42 NOC NORTHROP GRUMMAN CORP Industrials 50,765 $34.6M 0.68% -4K -7.7% $682.24 -19.6%
43 NSC NORFOLK SOUTHN CORP Industrials 125,768 $34.2M 0.67% +7K +5.7% $271.60 +16.9%
44 ABT ABBOTT LABORATORIES Healthcare 339,644 $33.5M 0.65% +21K +6.5% $98.49 -14.2%
45 CVX CHEVRON CORPORATION Energy 158,625 $32.8M 0.64% -3K -1.6% $206.90 -9.8%
46 SPYM SPDR SERIES TRUST 402,922 $30.8M 0.60% -10K -2.4% $76.54 +13.7%
47 VGSH VANGUARD SCOTTSDALE FDS 526,441 $30.8M 0.60% -14K -2.6% $58.54 -0.6%
48 JNJ JOHNSON & JOHNSON Healthcare 125,643 $30.7M 0.60% -34K -21.5% $244.44 -5.6%
49 DECK DECKERS OUTDOOR CORP Consumer Cyclical 323,249 $30.5M 0.59% NEW $94.28 +0.7%
50 TJX TJX COS INC NEW Consumer Cyclical 189,621 $30.3M 0.59% -15K -7.3% $159.70 -7.7%
51 ULTA ULTA BEAUTY INC Consumer Cyclical 60,572 $30.0M 0.58% -3K -5.0% $495.78 +0.5%
52 DCI DONALDSON INC Industrials 363,710 $29.6M 0.58% +10K +2.8% $81.33 +3.1%
53 BAC BANK AMERICA CORP Financial Services 625,930 $29.1M 0.57% +76K +13.8% $46.43 +7.2%
54 PSA PUBLIC STORAGE OPER CO Real Estate 111,899 $28.8M 0.56% +6K +5.8% $257.68 +17.6%
55 NET CLOUDFLARE INC Technology 132,907 $27.4M 0.54% -2K -1.4% $206.34 -3.2%
56 KMI KINDER MORGAN INC DEL Energy 814,103 $27.3M 0.53% $33.53 -0.4%
57 UNH UNITEDHEALTH GROUP INC Healthcare 104,832 $27.2M 0.53% -3K -2.8% $259.74 +53.6%
58 KRMN KARMAN HLDGS INC Industrials 333,030 $26.7M 0.52% -12K -3.5% $80.05 -17.5%
59 GEV GE VERNOVA INC Utilities 29,725 $25.9M 0.51% -683 -2.2% $872.90 +24.9%
60 WMT WALMART INC Consumer Defensive 205,589 $25.6M 0.50% -12K -5.4% $124.28 +6.6%
61 RDDT REDDIT INC Communication Services 182,197 $24.5M 0.48% +17K +10.5% $134.65 +16.1%
62 MBB ISHARES TR 256,676 $24.4M 0.47% +4K +1.6% $94.95 -1.5%
63 CSCO CISCO SYS INC Technology 304,396 $23.6M 0.46% $77.59 +48.9%
64 CSX CSX CORP Industrials 534,093 $21.9M 0.43% $41.05 +11.9%
65 TEL TE CONNECTIVITY PLC Technology 104,408 $21.8M 0.42% -572 -0.5% $209.02 -1.1%
66 KNSL KINSALE CAP GROUP INC Financial Services 62,897 $21.5M 0.42% +1K +1.9% $341.66 -11.1%
67 UNP UNION PAC CORP Industrials 87,513 $21.2M 0.41% -4K -4.3% $242.62 +11.0%
68 SOJF SOUTHERN CO Utilities 213,528 $20.6M 0.40% +2K +0.7% $96.52 -73.6%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 41,877 $20.6M 0.40% -6K -11.8% $491.53 -8.8%
70 VIG VANGUARD SPECIALIZED FUNDS 95,201 $20.5M 0.40% -9K -8.5% $215.06 +6.7%
71 VOO VANGUARD INDEX FDS 34,111 $20.4M 0.40% -1K -3.2% $597.55 +13.7%
72 SUB ISHARES TR 190,620 $20.3M 0.40% -5K -2.7% $106.50 -0.3%
73 G9N GRUPO AEROPORTUNARIO DEL PAC 81,092 $20.0M 0.39% -1K -1.7% $246.87
74 POWL POWELL INDS INC Industrials 36,376 $19.7M 0.38% -5K -11.0% $541.08 -45.1%
75 IBTG ISHARES TR 842,147 $19.3M 0.38% -35K -4.0% $22.92 -0.2%
76 ANET ARISTA NETWORKS INC Technology 153,613 $18.9M 0.37% -21K -12.1% $122.78 +15.6%
77 ROK ROCKWELL AUTOMATION INC Industrials 52,539 $18.9M 0.37% -3K -5.4% $358.88 +27.2%
78 TW TRADEWEB MKTS INC Financial Services 158,914 $18.7M 0.36% -12K -7.3% $117.66 -6.7%
79 LECO LINCOLN ELEC HLDGS INC Industrials 74,643 $18.6M 0.36% -5K -6.7% $249.08 +6.9%
80 VO VANGUARD INDEX FDS 64,366 $18.5M 0.36% +12K +22.9% $287.18 -73.4%
81 IGV ISHARES TR 228,028 $18.3M 0.36% +210K +1141.1% $80.05 +14.7%
82 OTIS OTIS WORLDWIDE CORP Industrials 233,574 $18.0M 0.35% -6K -2.7% $77.08 -5.2%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 106,992 $17.7M 0.34% +4K +4.0% $165.34 +16.0%
84 KO COCA COLA CO Consumer Defensive 229,860 $17.5M 0.34% $76.05 +5.8%
85 VTEB VANGUARD MUN BD FDS 349,658 $17.4M 0.34% -10K -2.6% $49.89 -0.1%
86 SCHP SCHWAB STRATEGIC TR 636,178 $16.9M 0.33% +4K +0.6% $26.61 +0.2%
87 PLTR PALANTIR TECHNOLOGIES INC Technology 114,551 $16.8M 0.33% +2K +1.9% $146.28 -8.6%
88 IBTH ISHARES TR 734,551 $16.5M 0.32% +125K +20.6% $22.43 -0.2%
89 XLI SELECT SECTOR SPDR TR 100,637 $16.3M 0.32% -1K -1.4% $161.73 +6.0%
90 SHOP SHOPIFY INC Technology 135,824 $16.1M 0.31% +19K +16.4% $118.62 -17.9%
91 CRWD CROWDSTRIKE HLDGS INC Technology 40,684 $15.9M 0.31% +17K +69.9% $390.41 +48.5%
92 EMR EMERSON ELEC CO Industrials 117,867 $15.4M 0.30% -10K -7.5% $131.02 +5.2%
93 MCD MCDONALDS CORP Consumer Cyclical 49,159 $15.3M 0.30% -1K -2.5% $310.79 -11.5%
94 XLF SELECT SECTOR SPDR TR 306,654 $15.1M 0.29% $49.37 +3.6%
95 AMT AMERICAN TOWER CORP Real Estate 87,256 $15.1M 0.29% -29K -25.2% $172.58 -1.1%
96 MTD METTLER TOLEDO INTERNATIONAL Healthcare 11,822 $14.9M 0.29% $1261.16 -17.4%
97 VTIP VANGUARD MALVERN FDS 294,968 $14.7M 0.29% +4K +1.5% $49.95 +0.9%
98 XOM EXXON MOBIL CORP Energy 86,234 $14.6M 0.28% -4K -4.9% $169.66 -9.9%
99 WPC WP CAREY INC Real Estate 215,152 $14.6M 0.28% +8K +3.6% $67.96 +8.4%
100 LMT LOCKHEED MARTIN CORP Industrials 24,009 $14.5M 0.28% -7K -22.4% $604.38 -13.9%
101 POST POST HLDGS INC Consumer Defensive 145,887 $14.4M 0.28% -6K -4.0% $98.86 +4.0%
102 DE DEERE & CO Industrials 25,470 $14.3M 0.28% -1K -4.2% $563.31 +2.0%
103 SCHD SCHWAB STRATEGIC TR 462,359 $14.2M 0.28% -8K -1.8% $30.68 +3.4%
104 CIT CINTAS CORP 83,685 $14.2M 0.28% +2K +2.7% $169.14
105 SREA SEMPRA Utilities 167,391 $14.1M 0.28% +22K +15.5% $84.19 -74.4%
106 CREDO TECHNOLOGY GROUP HOLDI 149,722 $14.1M 0.27% -93K -38.2% $93.87
107 OEF ISHARES TR 41,816 $13.3M 0.26% +1K +3.1% $318.07 +16.1%
108 SPSM SPDR SERIES TRUST 273,617 $13.2M 0.26% $48.32 +7.9%
109 HII HUNTINGTON INGALLS INDS INC Industrials 39,434 $13.2M 0.26% -12K -23.2% $334.39 +0.8%
110 RSG REPUBLIC SVCS INC Industrials 59,826 $13.1M 0.26% -4K -6.7% $219.02 -4.7%
111 SPYG SPDR SERIES TRUST 133,082 $13.0M 0.25% +12K +10.1% $97.91 +20.9%
112 CHD CHURCH & DWIGHT CO INC Consumer Defensive 135,307 $12.6M 0.25% -764 -0.6% $93.32 +0.8%
113 STE STERIS PLC Healthcare 56,872 $12.6M 0.24% +3K +6.2% $221.13 -2.3%
114 VTI VANGUARD INDEX FDS 37,001 $11.9M 0.23% -427 -1.1% $320.81 +13.1%
115 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 19,010 $11.7M 0.23% -460 -2.4% $616.75 +6.9%
116 PEP PEPSICO INC Consumer Defensive 73,184 $11.4M 0.22% -2K -3.0% $155.29 -4.3%
117 GRAL GRAIL INC Healthcare 217,100 $11.2M 0.22% +4K +1.9% $51.68 +19.6%
118 XLV SELECT SECTOR SPDR TR 76,080 $11.2M 0.22% -5K -6.3% $146.61 -1.0%
119 CMI CUMMINS INC Industrials 20,605 $11.1M 0.22% -400 -1.9% $538.01 +33.2%
120 NDQ INVESCO QQQ TR 19,055 $11.0M 0.21% -719 -3.6% $577.19
121 COIN COINBASE GLOBAL INC Financial Services 62,365 $10.9M 0.21% +54K +615.8% $174.61 +21.4%
122 LLY ELI LILLY & CO Healthcare 11,755 $10.8M 0.21% +215 +1.9% $919.74 +9.5%
123 WSO.B WATSCO INC Industrials 29,712 $10.8M 0.21% +2K +6.3% $363.79 +23.7%
124 BRK/A BERKSHIRE HATHAWAY INC DEL 15 $10.8M 0.21% $718140.00
125 RSP INVESCO EXCHANGE TRADED FD T 55,626 $10.7M 0.21% -5K -8.1% $191.92 +5.0%
126 WING WINGSTOP INC Consumer Cyclical 68,489 $10.6M 0.21% +17K +32.4% $154.97 -23.2%
127 TSCO TRACTOR SUPPLY CO Consumer Cyclical 263,179 $10.5M 0.20% +33K +14.1% $39.73 -23.3%
128 WM WASTE MGMT INC DEL Industrials 44,816 $10.3M 0.20% +500 +1.1% $229.79 -4.8%
129 IVV ISHARES TR 15,745 $10.3M 0.20% -248 -1.6% $653.21 +13.7%
130 MRK MERCK & CO INC Healthcare 85,461 $10.3M 0.20% -1K -1.4% $120.29 -5.7%
131 URI UNITED RENTALS INC Industrials 13,284 $9.7M 0.19% +98 +0.7% $728.59 +33.5%
132 XLC SELECT SECTOR SPDR TR 86,303 $9.6M 0.19% +2K +2.0% $110.86 +4.7%
133 TMUS T-MOBILE US INC Communication Services 45,410 $9.5M 0.19% -13K -21.7% $210.03 -10.4%
134 PG PROCTER & GAMBLE CO Consumer Defensive 64,822 $9.4M 0.18% -6K -8.4% $144.44 -1.2%
135 NU HLDGS LTD 648,477 $9.3M 0.18% +42K +7.0% $14.37
136 GLW CORNING INC Technology 67,886 $9.2M 0.18% +4K +6.4% $135.97 +53.2%
137 PFFD GLOBAL X FDS 497,028 $9.1M 0.18% +102K +25.9% $18.40 +2.4%
138 HBAN HUNTINGTON BANCSHARES INC Financial Services 580,541 $9.1M 0.18% +32K +5.9% $15.65 -0.9%
139 AKAM AKAMAI TECHNOLOGIES INC Technology 78,353 $9.0M 0.17% +5K +6.1% $114.85 +31.4%
140 XLY SELECT SECTOR SPDR TR 78,624 $8.6M 0.17% -2K -2.1% $108.98 +6.9%
141 HOOD ROBINHOOD MKTS INC Financial Services 123,225 $8.5M 0.17% +121K +6385.5% $69.30 +16.5%
142 SGOV ISHARES TR 84,625 $8.5M 0.17% +2K +2.7% $100.66 -0.1%
143 IBM INTERNATIONAL BUSINESS MACHS Technology 34,840 $8.4M 0.17% -747 -2.1% $242.39 -9.9%
144 SCHB SCHWAB STRATEGIC TR 335,409 $8.4M 0.16% +9K +2.6% $25.10 +13.2%
145 ALAB ASTERA LABS INC Technology 76,119 $8.3M 0.16% +16K +26.0% $109.60 +112.3%
146 MRSH MARSH & MCLENNAN COS INC Financial Services 46,917 $8.1M 0.16% -17K -26.7% $173.45 -7.7%
147 PYPL PAYPAL HLDGS INC Financial Services 174,899 $7.9M 0.15% +114K +186.3% $45.23 -0.4%
148 SPMD SPDR SERIES TRUST 132,763 $7.9M 0.15% +1K +0.8% $59.22 +6.9%
149 MPC MARATHON PETE CORP Energy 31,966 $7.8M 0.15% -2K -5.5% $244.18 +1.9%
150 ORCL ORACLE CORP Technology 50,126 $7.4M 0.14% +10K +25.7% $147.11 +33.0%
151 Q QNITY ELECTRONICS INC Technology 61,777 $7.1M 0.14% +58K +1722.3% $115.38 +42.2%
152 BSCS INVESCO EXCH TRD SLF IDX FD 343,290 $7.0M 0.14% +36K +11.6% $20.42 -0.1%
153 AMD ADVANCED MICRO DEVICES INC Technology 34,407 $7.0M 0.14% -4K -11.3% $203.43 +108.5%
154 CRCL CIRCLE INTERNET GROUP INC Financial Services 72,670 $6.9M 0.14% +5K +7.8% $95.41 +29.8%
155 QQQM INVESCO EXCH TRADED FD TR II 29,130 $6.9M 0.14% -2K -5.7% $237.62 +22.8%
156 SNPS SYNOPSYS INC Technology 17,355 $6.9M 0.13% +1K +6.5% $396.48 +28.6%
157 DELL DELL TECHNOLOGIES INC Technology 41,171 $6.8M 0.13% -3K -7.5% $164.13 +51.0%
158 BSCR INVESCO EXCH TRD SLF IDX FD 343,489 $6.7M 0.13% +14K +4.3% $19.63 +0.2%
159 ARCC ARES CAPITAL CORP Financial Services 365,723 $6.6M 0.13% -44K -10.7% $18.02 +4.9%
160 NVO NOVO-NORDISK A S Healthcare 178,029 $6.5M 0.13% -67K -27.4% $36.75 +24.6%
161 O REALTY INCOME CORP Real Estate 104,488 $6.4M 0.12% +6K +5.7% $61.18 +1.3%
162 XBI SPDR SERIES TRUST 49,897 $6.4M 0.12% -601 -1.2% $127.73 +2.3%
163 TSLA TESLA INC Consumer Cyclical 16,629 $6.2M 0.12% +387 +2.4% $371.75 +19.2%
164 KRE SPDR SERIES TRUST 94,476 $6.2M 0.12% +1K +1.3% $65.15 +2.8%
165 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,084 $6.1M 0.12% -5K -21.4% $337.95 +23.6%
166 QXO QXO INC Industrials 309,644 $6.0M 0.12% +86K +38.6% $19.42 -10.2%
167 BSCT INVESCO EXCH TRD SLF IDX FD 315,132 $5.9M 0.12% +64K +25.5% $18.66 -0.4%
168 IJR ISHARES TR 46,154 $5.7M 0.11% $124.31 +7.7%
169 NVENT ELEC PLC 47,525 $5.6M 0.11% -2K -4.8% $118.28
170 VUG VANGUARD INDEX FDS 12,647 $5.5M 0.11% -294 -2.3% $436.81 -80.0%
171 PSX PHILLIPS 66 Energy 30,140 $5.5M 0.11% $182.18 -5.9%
172 FBND FIDELITY MERRIMACK STR TR 119,431 $5.4M 0.11% -7K -5.4% $45.62 -0.9%
173 ASML ASML HLDG NV Technology 3,999 $5.3M 0.10% -908 -18.5% $1320.93 +13.7%
174 IWM ISHARES TR 20,471 $5.1M 0.10% -238 -1.1% $248.00 +11.9%
175 IMCB ISHARES TR 60,331 $5.0M 0.10% $83.43 +8.2%
176 IYW ISHARES TR 27,433 $5.0M 0.10% -1K -4.2% $181.42 +31.6%
177 AME AMETEK INC Industrials 22,929 $4.9M 0.10% -2K -9.6% $214.36 +6.3%
178 TFC TRUIST FINL CORP Financial Services 105,809 $4.9M 0.10% $45.97 +2.5%
179 GILD GILEAD SCIENCES INC Healthcare 34,858 $4.9M 0.10% -521 -1.5% $139.37 -5.2%
180 IONQ IONQ INC Technology 166,965 $4.8M 0.09% -132K -44.1% $28.83 +99.3%
181 ITW ILLINOIS TOOL WKS INC Industrials 18,304 $4.8M 0.09% -2K -7.8% $260.29 -3.7%
182 AZO AUTOZONE INC Consumer Cyclical 1,365 $4.6M 0.09% $3377.78 -1.7%
183 PFE PFIZER INC Healthcare 161,017 $4.5M 0.09% +6K +4.2% $28.08 -8.3%
184 USB US BANCORP Financial Services 86,397 $4.5M 0.09% +636 +0.7% $52.01 +2.7%
185 AXP AMERICAN EXPRESS CO Financial Services 14,817 $4.5M 0.09% -82 -0.6% $302.48 +3.6%
186 DYH TARGET CORP 36,677 $4.4M 0.09% +4K +11.3% $121.20
187 VRT VERTIV HOLDINGS CO Industrials 17,676 $4.4M 0.09% -2K -8.4% $250.58 +50.1%
188 GS GOLDMAN SACHS GROUP INC Financial Services 5,214 $4.4M 0.09% -308 -5.6% $845.93 +14.5%
189 SCHF SCHWAB STRATEGIC TR 177,765 $4.4M 0.09% $24.75 +7.9%
190 CA8A CACI INTL INC 8,002 $4.4M 0.09% -798 -9.1% $543.87
191 HEI HEICO CORP NEW Industrials 15,571 $4.3M 0.08% +680 +4.6% $274.20 +8.4%
192 VTV VANGUARD INDEX FDS 21,614 $4.2M 0.08% +899 +4.3% $196.20 +5.3%
193 HON HONEYWELL INTL INC Industrials 18,602 $4.2M 0.08% -564 -2.9% $226.03 -3.7%
194 PH PARKER-HANNIFIN CORP Industrials 4,657 $4.2M 0.08% -128 -2.7% $895.16 -1.6%
195 ACN ACCENTURE PLC IRELAND Technology 20,782 $4.1M 0.08% -6K -22.0% $198.29 -14.9%
196 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 25,919 $4.1M 0.08% +806 +3.2% $157.28 -1.0%
197 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 19,484 $4.1M 0.08% -15K -43.4% $209.08 +23.4%
198 AEP AMERICAN ELEC PWR CO INC Utilities 30,805 $4.0M 0.08% -305 -1.0% $131.08 -4.5%
199 BSCU INVESCO EXCH TRD SLF IDX FD 241,190 $4.0M 0.08% +64K +35.8% $16.72 -0.4%
200 XLE SELECT SECTOR SPDR TR 65,391 $4.0M 0.08% +15K +29.7% $61.26 -2.9%
201 GVLU TIDAL TRUST I 154,147 $3.9M 0.08% +23K +17.8% $25.32 +1.0%
202 MGRE AFFILIATED MANAGERS GROUP Financial Services 13,612 $3.8M 0.07% -1K -8.4% $276.70 -91.3%
203 TRV TRAVELERS COMPANIES INC Financial Services 12,866 $3.8M 0.07% $291.69 +2.3%
204 BSCQ INVESCO EXCH TRD SLF IDX FD 189,027 $3.7M 0.07% -17K -8.4% $19.53 +0.3%
205 FCX FREEPORT MCMORAN INC Basic Materials 62,628 $3.7M 0.07% -8K -11.4% $58.78 +12.5%
206 IWO ISHARES TR 11,575 $3.6M 0.07% -294 -2.5% $313.80 +15.4%
207 IXUS ISHARES TR 41,674 $3.6M 0.07% $86.64 +7.8%
208 QUAL ISHARES TR 18,666 $3.6M 0.07% -1K -6.7% $191.82 +9.7%
209 MU MICRON TECHNOLOGY INC Technology 10,539 $3.6M 0.07% -130 -1.2% $337.84 +129.7%
210 PKG PACKAGING CORP AMER Consumer Cyclical 16,644 $3.5M 0.07% +455 +2.8% $212.22 +3.7%
211 BSV VANGUARD BD INDEX FDS 44,828 $3.5M 0.07% $78.41 -0.8%
212 MO ALTRIA GROUP INC Consumer Defensive 52,971 $3.5M 0.07% -539 -1.0% $65.99 +9.7%
213 NBIS NEBIUS GROUP N.V. Communication Services 33,685 $3.5M 0.07% -8K -19.6% $103.76 +113.1%
214 VCIT VANGUARD SCOTTSDALE FDS 41,641 $3.4M 0.07% +10K +32.2% $82.75 -0.9%
215 NFLX NETFLIX INC. Communication Services 35,449 $3.4M 0.07% -4K -10.4% $96.15 -9.6%
216 FLEX FLEXTRONICS INTL LTD Technology 51,445 $3.4M 0.07% -2K -4.5% $65.46 +119.4%
217 BX BLACKSTONE INC Financial Services 28,834 $3.3M 0.07% -13K -31.6% $114.99 +2.5%
218 VEU VANGUARD INTL EQUITY INDEX F 44,022 $3.3M 0.06% -2K -3.9% $75.10 +7.9%
219 GD GENERAL DYNAMICS CORP Industrials 9,611 $3.3M 0.06% +153 +1.6% $343.21 -0.8%
220 FNDX SCHWAB STRATEGIC TR 116,986 $3.3M 0.06% +53K +82.0% $27.85 +8.8%
221 BMO BANK MONTREAL MEDIUM Financial Services 23,971 $3.2M 0.06% $135.34 +12.7%
222 VYM VANGUARD WHITEHALL FDS 21,720 $3.2M 0.06% -339 -1.5% $148.10 +5.2%
223 EFA ISHARES TR 32,900 $3.2M 0.06% +6K +22.1% $97.13 +4.7%
224 GQ9 SPDR GOLD TR 7,350 $3.2M 0.06% +87 +1.2% $430.29
225 MUB ISHARES TR 29,603 $3.1M 0.06% $106.15 -0.0%
226 CNQ CANADIAN NAT RES LTD MED TER Energy 63,486 $3.1M 0.06% -6K -8.5% $48.73 -2.4%
227 IVW ISHARES TR 26,666 $3.0M 0.06% -4K -13.7% $113.11 +20.9%
228 NYF ISHARES TR 55,891 $3.0M 0.06% +2K +3.4% $53.12 +0.0%
229 IJH ISHARES TR 43,416 $2.9M 0.06% -3K -6.6% $67.53 +6.9%
230 XLU SELECT SECTOR SPDR TR 63,405 $2.9M 0.06% $45.89 -4.4%
231 CVS CVS HEALTH CORP Healthcare 40,061 $2.9M 0.06% -9K -17.7% $71.82 +35.3%
232 SDY SPDR SERIES TRUST 19,612 $2.9M 0.06% -1K -6.7% $145.94 +0.1%
233 CL COLGATE PALMOLIVE CO Consumer Defensive 33,138 $2.8M 0.06% -818 -2.4% $85.23 +3.4%
234 SETM SPROTT FDS TR 85,312 $2.8M 0.06% +6K +7.8% $33.08 +6.5%
235 CAT CATERPILLAR INC Industrials 3,961 $2.8M 0.06% -58 -1.4% $708.46 +25.4%
236 EFG ISHARES TR 25,077 $2.8M 0.05% +1K +5.7% $111.37 +6.1%
237 COF CAPITAL ONE FINL CORP Financial Services 15,097 $2.8M 0.05% -2K -9.3% $182.43 +1.8%
238 LEN/B LENNAR CORP 32,045 $2.7M 0.05% -11K -24.8% $84.12
239 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 34,504 $2.6M 0.05% NEW $76.16 +14.0%
240 WFC WELLS FARGO & CO Financial Services 31,577 $2.5M 0.05% +1K +3.3% $79.61 -7.3%
241 VKTX VIKING HOLDINGS LTD Healthcare 33,785 $2.5M 0.05% -800 -2.3% $73.48 -56.8%
242 MCK MCKESSON CORP Healthcare 2,815 $2.4M 0.05% +63 +2.3% $865.37 -13.7%
243 SCHO SCHWAB STRATEGIC TR 99,276 $2.4M 0.05% +3K +3.4% $24.27 -0.6%
244 SCHZ SCHWAB STRATEGIC TR 102,903 $2.4M 0.05% +7K +7.6% $23.22 -1.2%
245 AGX ARGAN INC Industrials 4,245 $2.3M 0.04% +951 +28.9% $544.65 +32.6%
246 RPM RPM INTL INC Basic Materials 23,008 $2.3M 0.04% -1K -5.6% $99.40 -1.0%
247 VNQ VANGUARD INDEX FDS 25,435 $2.3M 0.04% +529 +2.1% $88.70 +5.9%
248 VGT VANGUARD WORLD FD 3,173 $2.2M 0.04% +762 +31.6% $697.67 -83.8%
249 IXN ISHARES TR 21,242 $2.1M 0.04% -815 -3.7% $99.97 +32.1%
250 DUT MOODYS CORP 4,851 $2.1M 0.04% +4K +348.8% $436.25
251 PAYX PAYCHEX INC Industrials 22,765 $2.1M 0.04% +9K +60.9% $92.12 -3.6%
252 SMH VANECK ETF TRUST 5,243 $2.0M 0.04% -2K -23.0% $383.39 +45.1%
253 XLP SELECT SECTOR SPDR TR 24,443 $2.0M 0.04% -2K -8.4% $81.98 +3.2%
254 PKW INVESCO EXCHANGE TRADED FD T 15,182 $2.0M 0.04% $131.25 +2.4%
255 VONG VANGUARD SCOTTSDALE FDS 18,151 $2.0M 0.04% -324 -1.8% $109.69 +16.7%
256 BRO BROWN & BROWN INC Financial Services 30,440 $2.0M 0.04% NEW $65.21 -13.7%
257 CSL CARLISLE COS INC Industrials 5,941 $2.0M 0.04% -1K -14.9% $333.62 +4.3%
258 DVY ISHARES TR 13,081 $2.0M 0.04% $151.40 -0.3%
259 COP CONOCOPHILLIPS Energy 14,507 $1.9M 0.04% -3K -15.6% $132.00 -9.9%
260 ECPG ENCORE CAP GROUP INC Financial Services 27,308 $1.9M 0.04% +582 +2.2% $70.12 +16.6%
261 BSCV INVESCO EXCH TRD SLF IDX FD 115,802 $1.9M 0.04% +12K +11.4% $16.46 -0.6%
262 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,333 $1.9M 0.04% -100 -1.1% $203.18 +5.6%
263 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,262 $1.9M 0.04% +764 +3.0% $71.18 -12.0%
264 OMC OMNICOM GROUP INC Communication Services 24,135 $1.8M 0.04% +891 +3.8% $75.31 -5.0%
265 CVNA CARVANA CO Consumer Cyclical 5,777 $1.8M 0.04% -2K -26.1% $314.38 -77.9%
266 NVS NOVARTIS AG Healthcare 11,859 $1.8M 0.04% -575 -4.6% $152.75 -2.0%
267 TXN TEXAS INSTRS INC Technology 9,168 $1.8M 0.04% +281 +3.2% $194.14 +57.8%
268 WELL WELLTOWER INC Real Estate 8,966 $1.8M 0.04% $197.71 +10.1%
269 SCHG SCHWAB STRATEGIC TR 60,606 $1.8M 0.03% -2K -2.5% $29.13 +17.6%
270 DTE DTE ENERGY CO Utilities 12,010 $1.8M 0.03% $146.22 -1.7%
271 RSPT INVESCO EXCHANGE TRADED FD T 38,080 $1.7M 0.03% -15K -28.6% $45.26 +28.1%
272 MMM 3M CO Industrials 11,513 $1.7M 0.03% -424 -3.5% $145.23 -0.1%
273 DIS DISNEY WALT CO Communication Services 17,336 $1.7M 0.03% -198 -1.1% $96.38 +9.4%
274 SYY SYSCO CORP Consumer Defensive 23,386 $1.7M 0.03% +487 +2.1% $71.33 +2.4%
275 BSCW INVESCO EXCH TRD SLF IDX FD 80,519 $1.7M 0.03% +5K +6.0% $20.59 -0.5%
276 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,339 $1.6M 0.03% +3K +321.6% $484.91 -10.8%
277 IOT SAMSARA INC Technology 50,980 $1.6M 0.03% -22K -30.1% $31.69 -11.7%
278 TSPA T ROWE PRICE ETF INC 38,385 $1.6M 0.03% +535 +1.4% $40.90 +14.3%
279 SPAB SPDR SERIES TRUST 61,109 $1.6M 0.03% +2K +4.1% $25.62 -1.3%
280 DHR DANAHER CORP DEL Healthcare 8,246 $1.6M 0.03% -393 -4.5% $189.60 -13.2%
281 DUK DUKE ENERGY CORP NEW Utilities 11,926 $1.6M 0.03% $130.94 -5.1%
282 RSPD INVESCO EXCHANGE TRADED FD T 28,969 $1.6M 0.03% $53.53 -3.3%
283 IRM IRON MTN INC DEL Real Estate 14,755 $1.5M 0.03% +10K +210.3% $102.14 +25.1%
284 ISRG INTUITIVE SURGICAL INC Healthcare 3,253 $1.5M 0.03% +2K +92.7% $460.99 -7.1%
285 UI UBIQUITI INC Technology 1,885 $1.5M 0.03% -340 -15.3% $790.29 -16.5%
286 COPP SPROTT FDS TR 38,320 $1.5M 0.03% NEW $38.86 +2.0%
287 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 90,767 $1.5M 0.03% -81K -47.1% $16.02 -0.6%
288 CARR CARRIER GLOBAL CORPORATION Industrials 25,708 $1.4M 0.03% $56.31 +14.8%
289 PNC PNC FINL SVCS GROUP INC Financial Services 6,742 $1.4M 0.03% +204 +3.1% $208.10 +2.6%
290 VB VANGUARD INDEX FDS 5,284 $1.4M 0.03% -208 -3.8% $261.94 +7.6%
291 AZN ASTRAZENECA PLC Healthcare 6,895 $1.4M 0.03% NEW $197.22 -7.9%
292 T AT&T INC Communication Services 46,332 $1.3M 0.03% $28.99 -14.9%
293 JGRO J P MORGAN EXCHANGE TRADED F 15,838 $1.3M 0.03% +220 +1.4% $84.52 +14.9%
294 TEAM ATLASSIAN CORPORATION Technology 18,820 $1.3M 0.03% NEW $68.25 +18.5%
295 OKE ONEOK INC NEW Energy 13,992 $1.3M 0.03% $90.39 +0.7%
296 TROW PRICE T ROWE GROUP INC Financial Services 14,028 $1.3M 0.03% -285 -2.0% $90.14 +13.6%
297 IMCG ISHARES TR 15,991 $1.3M 0.03% +291 +1.9% $78.77 +13.4%
298 AFL AFLAC INC Financial Services 11,349 $1.2M 0.02% -394 -3.4% $109.71 +6.5%
299 COHR COHERENT CORP Technology 5,205 $1.2M 0.02% -386 -6.9% $238.21 +70.0%
300 LRCX LAM RESEARCH CORP Technology 5,781 $1.2M 0.02% -1K -19.9% $213.67 +40.0%
301 CFR CULLEN FROST BANKERS INC Financial Services 8,623 $1.2M 0.02% +1K +15.5% $137.08 -1.7%
302 MINT PIMCO ETF TR 11,743 $1.2M 0.02% $100.57 -0.0%
303 BSJV INVESCO EXCH TRD SLF IDX FD 44,900 $1.2M 0.02% NEW $26.00 +0.8%
304 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,842 $1.2M 0.02% -100 -1.1% $131.01 +6.3%
305 IWF ISHARES TR 2,701 $1.2M 0.02% -366 -11.9% $426.43 -70.8%
306 FNDB SCHWAB STRATEGIC TR 42,344 $1.2M 0.02% +25K +149.1% $27.20 +8.6%
307 PWR QUANTA SVCS INC Industrials 2,085 $1.1M 0.02% +169 +8.8% $549.02 +42.1%
308 FQI DIGITAL RLTY TR INC 6,293 $1.1M 0.02% +500 +8.6% $180.21
309 IDXX IDEXX LABS INC Healthcare 2,000 $1.1M 0.02% +25 +1.3% $561.89 -5.2%
310 GE GE AEROSPACE Industrials 3,937 $1.1M 0.02% -23 -0.6% $283.77 +2.7%
311 SHY ISHARES TR 13,463 $1.1M 0.02% $82.57 -0.6%
312 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,289 $1.1M 0.02% +136 +0.8% $60.65 -6.0%
313 VGK VANGUARD INTL EQUITY INDEX F 13,383 $1.1M 0.02% -523 -3.8% $82.43 +4.1%
314 RMD RESMED INC Healthcare 4,824 $1.1M 0.02% $224.48 -9.8%
315 XLB SELECT SECTOR SPDR TR 21,492 $1.1M 0.02% -191 -0.9% $49.97 +0.7%
316 CP CANADIAN PACIFIC KANSAS CITY Industrials 13,633 $1.1M 0.02% $78.66 +10.5%
317 IBIT ISHARES BITCOIN TRUST ETF Financial Services 27,797 $1.1M 0.02% +9K +50.3% $38.42 +16.7%
318 ETR ENTERGY CORP NEW Utilities 9,470 $1.1M 0.02% -2K -16.4% $112.36 +0.5%
319 KIM KIMCO REALTY CORP Real Estate 47,279 $1.1M 0.02% +8K +20.9% $22.47 +3.2%
320 IWN ISHARES TR 5,594 $1.1M 0.02% +688 +14.0% $189.59 +8.6%
321 EPD ENTERPRISE PRODS PARTNERS L Energy 27,751 $1.1M 0.02% -16K -36.0% $37.84 +3.7%
322 SFM SPROUTS FMRS MKT INC Consumer Defensive 13,613 $1.0M 0.02% +9K +183.6% $77.13 +12.8%
323 AGG ISHARES TR 10,562 $1.0M 0.02% +2K +29.4% $99.27 -1.3%
324 VBK VANGUARD INDEX FDS 3,419 $1.0M 0.02% -95 -2.7% $302.26 +11.7%
325 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 19,451 $1.0M 0.02% -6K -22.4% $52.76 +16.5%
326 LIN LINDE PLC Basic Materials 2,040 $1.0M 0.02% -56 -2.7% $495.78 +3.2%
327 MS MORGAN STANLEY Financial Services 6,136 $1.0M 0.02% +342 +5.9% $164.57 +18.2%
328 OBT ORANGE CNTY BANCORP INC Financial Services 31,428 $1.0M 0.02% +3K +10.7% $31.98 +3.7%
329 CI THE CIGNA GROUP Healthcare 3,752 $1.0M 0.02% +223 +6.3% $266.75 +6.9%
330 EQWL INVESCO EXCHANGE TRADED FD T 8,679 $1.0M 0.02% +209 +2.5% $115.23 +7.6%
331 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 33,340 $1000K 0.02% +19K +134.5% $29.99 +16.6%
332 WDC WESTERN DIGITAL CORP Technology 3,690 $998K 0.02% -367 -9.1% $270.49 +80.8%
333 BSMT INVESCO EXCH TRD SLF IDX FD 43,052 $991K 0.02% +21K +99.2% $23.02 -0.1%
334 NVMI NOVA LTD Technology 2,245 $975K 0.02% -285 -11.3% $434.28 +28.1%
335 WEC WEC ENERGY GROUP INC Utilities 8,301 $961K 0.02% +331 +4.2% $115.77 -3.6%
336 RELX RELX PLC Communication Services 28,724 $952K 0.02% -347K -92.3% $33.15 -5.1%
337 IEFA ISHARES TR 10,422 $944K 0.02% +820 +8.5% $90.53 +5.2%
338 PLD PROLOGIS INC. Real Estate 7,092 $937K 0.02% +329 +4.9% $132.18 +7.9%
339 SOXX ISHARES TR 2,844 $935K 0.02% +178 +6.7% $328.66 +54.9%
340 KEY KEYCORP Financial Services 45,315 $909K 0.02% -34K -42.7% $20.05 +5.1%
341 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,377 $905K 0.02% -2K -18.5% $96.47 +0.2%
342 THO THOR INDS INC Consumer Cyclical 11,293 $902K 0.02% -1K -11.3% $79.89 -3.2%
343 VOOG VANGUARD ADMIRAL FDS INC 2,183 $890K 0.02% +132 +6.4% $407.69 -79.8%
344 SCHX SCHWAB STRATEGIC TR 34,290 $879K 0.02% -14K -29.2% $25.64 +13.3%
345 VV VANGUARD INDEX FDS 2,918 $872K 0.02% -2K -35.1% $298.85 +13.7%
346 VLO VALERO ENERGY CORP Energy 3,505 $866K 0.02% -107 -3.0% $247.08 -0.9%
347 MTB M & T BK CORP Financial Services 4,185 $865K 0.02% +100 +2.5% $206.72 -0.5%
348 ARKK ARK ETF TR 12,614 $853K 0.02% $67.59 +10.8%
349 VDE VANGUARD WORLD FD 4,896 $847K 0.02% +426 +9.5% $173.04 -2.7%
350 IWB ISHARES TR 2,322 $828K 0.02% -631 -21.4% $356.56 +12.9%
351 WDAY WORKDAY INC Technology 6,242 $811K 0.02% -15K -70.3% $129.92 -8.6%
352 BSJR INVESCO EXCH TRD SLF IDX FD 36,025 $806K 0.02% -4K -10.2% $22.36 +0.3%
353 XAIX DBX ETF TR 19,879 $793K 0.01% -71K -78.1% $39.89 +31.5%
354 SPEM SPDR INDEX SHS FDS 16,542 $776K 0.01% +3K +23.8% $46.91 +8.4%
355 VOT VANGUARD INDEX FDS 2,967 $764K 0.01% -37 -1.2% $257.35 +10.9%
356 TRGP TARGA RES CORP Energy 2,990 $750K 0.01% -1K -30.3% $250.73 +6.7%
357 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,108 $748K 0.01% NEW $146.36 -1.7%
358 EA ELECTRONIC ARTS INC Communication Services 3,626 $739K 0.01% -420 -10.4% $203.87 -1.5%
359 DGRO ISHARES TR 10,366 $727K 0.01% +121 +1.2% $70.18 +4.5%
360 SCYB SCHWAB STRATEGIC TR 27,963 $727K 0.01% +4K +14.4% $26.00 +0.1%
361 SBUX STARBUCKS CORP Consumer Cyclical 8,108 $726K 0.01% +3K +57.3% $89.59 +18.8%
362 BA BOEING CO Industrials 3,623 $721K 0.01% $199.04 +10.8%
363 HO1 HOLOGIC INC 9,476 $716K 0.01% -223K -95.9% $75.59
364 PPL PPL CORP Utilities 18,710 $715K 0.01% -169 -0.9% $38.20 -6.3%
365 PPG PPG INDS INC Basic Materials 6,521 $697K 0.01% -2K -21.0% $106.88 -0.9%
366 BSJT INVESCO EXCH TRD SLF IDX FD 33,029 $695K 0.01% +4K +13.4% $21.03 +0.6%
367 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,378 $691K 0.01% -50 -2.1% $290.45 +1.7%
368 BSJS INVESCO EXCH TRD SLF IDX FD 30,875 $670K 0.01% +4K +14.0% $21.68 +0.6%
369 FAST FASTENAL CO Industrials 14,387 $668K 0.01% +4K +43.8% $46.40 -5.2%
370 EZPW EZCORP INC Financial Services 26,275 $667K 0.01% -2K -5.4% $25.38 +29.2%
371 IWR ISHARES TR 6,701 $652K 0.01% $97.23 +6.6%
372 ADBE ADOBE INC Technology 2,664 $648K 0.01% -5K -66.8% $243.11 +1.8%
373 INTC INTEL CORP Technology 14,642 $646K 0.01% -3K -17.8% $44.13 +162.7%
374 UPS UNITED PARCEL SVCS INC Industrials 6,520 $641K 0.01% -2K -24.2% $98.38 +0.0%
375 SPYV SPDR SERIES TRUST 11,259 $637K 0.01% $56.58 +5.8%
376 SCHA SCHWAB STRATEGIC TR 21,869 $636K 0.01% -2K -6.4% $29.08 +12.0%
377 VEA VANGUARD TAX-MANAGED FDS 9,901 $634K 0.01% -1K -9.6% $64.08 +7.8%
378 RSPS INVESCO EXCHANGE TRADED FD T 21,450 $633K 0.01% +13K +152.8% $29.50 +0.1%
379 DON STATE STR SPDR DOW JONES IND 1,361 $630K 0.01% +13 +1.0% $463.23 -88.3%
380 FSLR FIRST SOLAR INC Energy 3,171 $626K 0.01% $197.26 +17.4%
381 C CITIGROUP INC Financial Services 5,486 $622K 0.01% +1K +25.7% $113.41 +8.8%
382 TT TRANE TECHNOLOGIES PLC Industrials 1,485 $619K 0.01% $416.74 +15.6%
383 ADI ANALOG DEVICES INC Technology 1,943 $618K 0.01% +20 +1.0% $318.18 +31.2%
384 BKNG BOOKING HOLDINGS INC Consumer Cyclical 146 $615K 0.01% -43 -22.8% $4210.32 -96.3%
385 NTRS NORTHERN TR CORP Financial Services 4,404 $615K 0.01% $139.57 +17.7%
386 CMCSA COMCAST CORP NEW Communication Services 21,285 $611K 0.01% -3K -11.8% $28.71 -13.8%
387 ESGU ISHARES TR 4,310 $610K 0.01% +2K +111.8% $141.42 +13.7%
388 IHI ISHARES TR 11,319 $604K 0.01% -2K -16.7% $53.35 -9.2%
389 VBR VANGUARD INDEX FDS 2,721 $591K 0.01% +375 +16.0% $217.25 +4.6%
390 IYH ISHARES TR 9,570 $590K 0.01% -390 -3.9% $61.64 -1.2%
391 IWD ISHARES TR 2,708 $579K 0.01% -851 -23.9% $213.67 +8.7%
392 MAIN MAIN STR CAP CORP Financial Services 10,851 $575K 0.01% NEW $52.96 -4.3%
393 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,989 $562K 0.01% -102 -4.9% $282.37 +28.0%
394 MDT MEDTRONIC PLC Healthcare 6,421 $556K 0.01% +3K +64.3% $86.65 -11.2%
395 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 293 $552K 0.01% -21 -6.7% $1884.66 +2.8%
396 SBR SABINE RTY TR Energy 7,300 $550K 0.01% $75.34 +1.9%
397 MDYG SPDR SERIES TRUST 5,729 $550K 0.01% +101 +1.8% $95.96 +9.6%
398 BP BP PLC Energy 11,565 $544K 0.01% -3K -19.1% $47.00 -5.6%
399 BSMS INVESCO EXCH TRD SLF IDX FD 23,087 $540K 0.01% NEW $23.40 -0.0%
400 JMST J P MORGAN EXCHANGE TRADED F 10,589 $540K 0.01% $50.98 -0.2%
401 KGC KINROSS GOLD CORP Basic Materials 17,605 $537K 0.01% +975 +5.9% $30.52 +1.2%
402 SPGI S&P GLOBAL INC Financial Services 1,259 $536K 0.01% $425.34 -5.0%
403 GSLC GOLDMAN SACHS ETF TR 4,268 $534K 0.01% $125.13 +11.9%
404 EPOL ISHARES TR 14,642 $533K 0.01% +2K +18.7% $36.41 +6.2%
405 CNP CENTERPOINT ENERGY INC Utilities 12,346 $533K 0.01% -1K -8.8% $43.16 -1.4%
406 EMB ISHARES TR 5,665 $532K 0.01% NEW $93.93 +0.8%
407 VXUS VANGUARD STAR FDS 6,840 $527K 0.01% +2K +45.6% $77.11 +7.8%
408 CLX CLOROX CO DEL Consumer Defensive 5,050 $523K 0.01% -1K -16.5% $103.63 -12.7%
409 EFX EQUIFAX INC Industrials 2,901 $522K 0.01% +148 +5.4% $180.07 -12.4%
410 COR CENCORA INC Healthcare 1,661 $522K 0.01% -43 -2.5% $314.14 -16.9%
411 UGI UGI CORP NEW Utilities 14,294 $521K 0.01% $36.42 -6.6%
412 VMBS VANGUARD SCOTTSDALE FDS 10,997 $516K 0.01% -545 -4.7% $46.95 -1.3%
413 WAB WABTEC Industrials 2,051 $513K 0.01% $249.91 +7.8%
414 EOG EOG RES INC Energy 3,516 $508K 0.01% $144.57 -5.9%
415 DFAC DIMENSIONAL ETF TRUST 12,950 $503K 0.01% +2K +23.2% $38.86 +10.6%
416 D DOMINION ENERGY INC Utilities 8,093 $500K 0.01% -1K -11.1% $61.82 +1.9%
417 INTU INTUIT Technology 1,150 $497K 0.01% -93 -7.5% $432.38 -12.5%
418 MDLZ MONDELEZ INTL INC Consumer Defensive 8,491 $489K 0.01% -417 -4.7% $57.64 +5.8%
419 F FORD MTR CO Consumer Cyclical 41,883 $483K 0.01% $11.54 +25.5%
420 VST VISTRA CORP Utilities 3,187 $479K 0.01% -111 -3.4% $150.33 -5.6%
421 MPLX MPLX LP Energy 8,316 $475K 0.01% -2K -15.3% $57.07 -2.6%
422 DOV DOVER CORP Industrials 2,168 $452K 0.01% -5K -70.5% $208.45 +2.8%
423 VCSH VANGUARD SCOTTSDALE FDS 5,614 $445K 0.01% -31 -0.6% $79.27 -0.6%
424 COLB COLUMBIA BKG SYS INC Financial Services 15,800 $433K 0.01% NEW $27.43 +6.2%
425 ET ENERGY TRANSFER L P Energy 22,381 $432K 0.01% +806 +3.7% $19.30 +5.5%
426 IVE ISHARES TR 2,026 $428K 0.01% -176 -8.0% $211.15 +5.8%
427 BDX BECTON DICKINSON & CO Healthcare 2,676 $421K 0.01% -132 -4.7% $157.23 -8.8%
428 SLV ISHARES SILVER TR Financial Services 6,128 $418K 0.01% +3K +69.3% $68.14 +1.3%
429 MDB MONGODB INC Technology 1,704 $417K 0.01% $244.77 +23.8%
430 SPTS SPDR SERIES TRUST 14,216 $415K 0.01% -15K -51.4% $29.18 -0.6%
431 WRB BERKLEY W R CORP Financial Services 6,239 $414K 0.01% +502 +8.8% $66.28 -0.4%
432 IJK ISHARES TR 4,096 $412K 0.01% $100.62 +9.7%
433 CEG CONSTELLATION ENERGY CORP Utilities 1,473 $411K 0.01% $279.25 -4.3%
434 UL UNILEVER PLC Consumer Defensive 7,133 $406K 0.01% +1K +26.5% $56.97 +0.6%
435 ITOT ISHARES TR 2,851 $406K 0.01% $142.43 +13.1%
436 CMF ISHARES TR 7,110 $404K 0.01% +1K +18.2% $56.86 -0.1%
437 MGF MFS GOVT MKTS INCOME TR Financial Services 136,000 $400K 0.01% $2.94 -2.4%
438 UFPT UFP TECHNOLOGIES INC Healthcare 2,064 $400K 0.01% +94 +4.8% $193.60 +14.1%
439 YUM YUM BRANDS INC Consumer Cyclical 2,566 $399K 0.01% $155.48 -3.1%
440 PVAL PUTNAM ETF TRUST 8,563 $397K 0.01% $46.40 +7.4%
441 CNX CNX RES CORP Energy 10,270 $396K 0.01% $38.55 -5.6%
442 TXT TEXTRON INC Industrials 4,483 $393K 0.01% +787 +21.3% $87.56 +4.5%
443 FTAIN FTAI AVIATION LTD Industrials 1,600 $392K 0.01% -200 -11.1% $245.00 -89.6%
444 BSMR INVESCO EXCH TRD SLF IDX FD 16,393 $388K 0.01% NEW $23.65 -0.3%
445 CNI CANADIAN NATL RY CO Industrials 3,763 $387K 0.01% +277 +8.0% $102.77 +9.4%
446 KLAC KLA CORP Technology 262 $386K 0.01% -38 -12.7% $1472.41 +28.6%
447 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,650 $381K 0.01% -30 -1.8% $230.89 -5.9%
448 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 30,000 $380K 0.01% $12.65 +3.9%
449 BSMQ INVESCO EXCH TRD SLF IDX FD 15,925 $376K 0.01% -2K -11.4% $23.62 -0.2%
450 SNDK SANDISK CORP Technology 583 $370K 0.01% NEW $635.34 +117.6%
451 IYF ISHARES TR 3,127 $368K 0.01% -764 -19.6% $117.66 +3.5%
452 GPC GENUINE PARTS CO Consumer Cyclical 3,462 $366K 0.01% +1K +65.7% $105.75 -8.1%
453 NOW SERVICENOW INC Technology 3,501 $366K 0.01% NEW $104.55 -13.4%
454 E ENI SPA Energy 6,445 $365K 0.01% -2K -27.9% $56.61 -2.3%
455 ALL ALLSTATE CORP Financial Services 1,718 $356K 0.01% $207.34 +4.8%
456 LH LABCORP HOLDINGS INC Healthcare 1,333 $356K 0.01% +94 +7.6% $266.81 -4.8%
457 FANG DIAMONDBACK ENERGY INC Energy 1,756 $347K 0.01% $197.79 +1.2%
458 EBAY EBAY INC. Consumer Cyclical 3,815 $347K 0.01% -371 -8.9% $91.02 +24.4%
459 IUSV ISHARES TR 3,368 $344K 0.01% $102.25 +5.8%
460 SLB SLB LIMITED Energy 6,657 $342K 0.01% +1K +23.4% $51.39 +8.5%
461 SUN SUNOCO LP/SUNOCO FIN CORP Energy 5,264 $342K 0.01% -130 -2.4% $64.97 +7.9%
462 CGDV CAPITAL GROUP DIVIDEND VALUE 7,972 $339K 0.01% +590 +8.0% $42.54 +12.4%
463 NSIT INSIGHT ENTERPRISES INC Technology 5,050 $338K 0.01% -2K -28.4% $67.01 +33.3%
464 BUFR FIRST TR EXCHNG TRADED FD VI 9,939 $336K 0.01% $33.77 +6.8%
465 PDYN PALLADYNE AI CORP Technology 55,000 $334K 0.01% $6.07 +9.7%
466 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 23,126 $331K 0.01% -58K -71.5% $14.33 -2.0%
467 FDX FEDEX CORP Industrials 925 $329K 0.01% +180 +24.2% $356.18 +6.7%
468 GLDM WORLD GOLD TR Financial Services 3,550 $329K 0.01% +200 +6.0% $92.69 -2.9%
469 VHT VANGUARD WORLD FD 1,206 $328K 0.01% NEW $272.33 -0.6%
470 VWO VANGUARD INTL EQUITY INDEX F 6,063 $328K 0.01% $54.05 +8.1%
471 ED CONSOLIDATED EDISON INC Utilities 2,835 $321K 0.01% +150 +5.6% $113.18 -5.3%
472 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 7,701 $318K 0.01% -2K -16.8% $41.27 +28.3%
473 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,108 $316K 0.01% -229 -9.8% $150.00 -6.3%
474 CCO CAMECO CORP Communication Services 2,907 $316K 0.01% NEW $108.61 -97.8%
475 VIRT VIRTU FINL INC Financial Services 7,142 $314K 0.01% +53 +0.8% $43.98 +25.0%
476 ATI ATI INC Industrials 2,136 $311K 0.01% -3K -60.7% $145.46 +6.0%
477 PRF INVESCO EXCHANGE TRADED FD T 6,531 $310K 0.01% $47.53 +9.9%
478 IWY ISHARES TR 1,240 $309K 0.01% $248.84 +17.5%
479 ATO ATMOS ENERGY CORP Utilities 1,660 $307K 0.01% $184.72 -4.5%
480 ARKF ARK ETF TR 7,963 $303K 0.01% NEW $38.01 +7.1%
481 MLI MUELLER INDS INC Industrials 2,712 $300K 0.01% $110.80 +25.7%
482 MET METLIFE INC Financial Services 4,220 $298K 0.01% -30 -0.7% $70.72 +12.0%
483 NLY ANNALY CAPITAL MANAGEMENT IN Real Estate 14,075 $298K 0.01% -250 -1.8% $21.15 +4.0%
484 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,512 $296K 0.01% -18 -1.2% $196.04 -0.7%
485 UDR UDR INC Real Estate 8,768 $296K 0.01% +2K +25.1% $33.78 +10.5%
486 ROAD CONSTRUCTION PARTNERS INC Industrials 2,662 $296K 0.01% +461 +20.9% $111.12 +12.3%
487 IEMG ISHARES INC 4,238 $296K 0.01% +710 +20.1% $69.75 +14.0%
488 NKE NIKE INC Consumer Cyclical 5,581 $295K 0.01% -4K -39.8% $52.82 -20.5%
489 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,512 $294K 0.01% -888 -26.1% $117.06 -0.1%
490 CAH CARDINAL HEALTH INC Healthcare 1,389 $294K 0.01% +152 +12.3% $211.31 -7.6%
491 XLRE SELECT SECTOR SPDR TR 7,048 $288K 0.01% +962 +15.8% $40.83 +5.9%
492 ROP ROPER TECHNOLOGIES INC Industrials 809 $286K 0.01% -69 -7.9% $354.04 -10.2%
493 NDAQ NASDAQ INC Financial Services 3,281 $279K 0.01% +77 +2.4% $84.89 +7.1%
494 RGA REINSURANCE GROUP AMER INC Financial Services 1,352 $276K 0.01% +15 +1.1% $204.14 +3.4%
495 KDP KEURIG DR PEPPER INC Consumer Defensive 10,477 $276K 0.01% NEW $26.33 +10.5%
496 TIP ISHARES TR 2,496 $275K 0.01% -58 -2.3% $110.36 +0.2%
497 QUS SPDR SERIES TRUST 1,601 $275K 0.01% $171.63 +7.0%
498 IJJ ISHARES TR 2,061 $273K 0.01% -278 -11.9% $132.51 +4.1%
499 PANW PALO ALTO NETWORKS INC Technology 1,696 $272K 0.01% -566 -25.0% $160.32 +48.6%
500 ARHS ARHAUS INC Consumer Cyclical 40,000 $271K 0.01% -100K -71.5% $6.78 -15.2%
501 SPLV INVESCO EXCH TRADED FD TR II 3,705 $271K 0.01% -69 -1.8% $73.14 -1.1%
502 EXLS EXLSERVICE HLDGS INC Technology 8,750 $266K 0.01% $30.45 -11.5%
503 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,313 $265K 0.01% +1K +40.4% $61.35 -24.9%
504 SCHE SCHWAB STRATEGIC TR 7,939 $262K 0.01% -89 -1.1% $32.95 +7.6%
505 KR KROGER CO Consumer Defensive 3,555 $257K 0.01% $72.36 -7.7%
506 EW EDWARDS LIFESCIENCES CORP Healthcare 3,200 $256K 0.01% $80.08 +1.6%
507 AJG GALLAGHER ARTHUR J & CO Financial Services 1,171 $254K 0.01% $216.58 -7.7%
508 PRFZ INVESCO EXCHANGE TRADED FD T 5,485 $252K 0.01% $45.87 +8.4%
509 MKC MCCORMICK & CO INC Consumer Defensive 4,925 $248K 0.01% $50.44 -7.8%
510 SCHV SCHWAB STRATEGIC TR 8,134 $248K 0.01% -906 -10.0% $30.50 +6.7%
511 DKNG DRAFTKINGS INC NEW Consumer Cyclical 11,400 $246K 0.01% -23K -66.6% $21.62 +16.3%
512 LAMR LAMAR ADVERTISING CO Real Estate 1,930 $244K 0.01% +250 +14.9% $126.66 +16.4%
513 ANGL VANECK ETF TRUST 8,500 $244K 0.01% $28.72 +0.3%
514 PCAR PACCAR INC Industrials 2,100 $243K 0.01% NEW $115.50 -2.5%
515 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,777 $240K 0.01% NEW $22.27 -9.7%
516 VCR VANGUARD WORLD FD 663 $238K 0.01% NEW $359.03 +7.1%
517 IWV ISHARES TR 633 $235K 0.01% -168 -21.0% $370.68 +12.8%
518 TDG TRANSDIGM GROUP INC Industrials 200 $232K 0.01% $1158.96 +1.7%
519 BSJQ INVESCO EXCH TRD SLF IDX FD 9,965 $231K 0.01% -1K -9.1% $23.18 +0.1%
520 DFUV DIMENSIONAL ETF TRUST 4,764 $231K 0.00% $48.46 +7.6%
521 VFH VANGUARD WORLD FD 1,904 $230K 0.00% $120.80 +3.7%
522 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,325 $228K 0.00% $36.12 +5.1%
523 XEL XCEL ENERGY INC Utilities 2,859 $227K 0.00% NEW $79.44 +0.7%
524 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,524 $227K 0.00% -4K -29.6% $23.81 +43.3%
525 NG NOVAGOLD RESOURCES INC Basic Materials 25,250 $227K 0.00% $8.98 -1.0%
526 IOO ISHARES TR 1,855 $224K 0.00% $120.97 +16.3%
527 IBMP ISHARES TR 8,800 $224K 0.00% NEW $25.44 -0.4%
528 VXF VANGUARD INDEX FDS 1,076 $221K 0.00% $205.80 +9.1%
529 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,297 $221K 0.00% NEW $67.07 +31.6%
530 CNS COHEN & STEERS INC Financial Services 3,500 $219K 0.00% NEW $62.55 +15.9%
531 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 12,000 $218K 0.00% $18.15 +4.2%
532 WMB WILLIAMS COS INC Energy 2,991 $218K 0.00% NEW $72.78 +6.7%
533 MAS MASCO CORP Industrials 3,597 $217K 0.00% -1K -28.7% $60.37 +13.1%
534 CBRE CBRE GROUP INC Real Estate 1,600 $217K 0.00% NEW $135.46 -4.1%
535 ANIP ANI PHARMACEUTICALS INC Healthcare 2,800 $215K 0.00% $76.90 +1.4%
536 ARW ARROW ELECTRS INC Technology 1,481 $212K 0.00% NEW $143.41 +45.3%
537 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,266 $211K 0.00% $64.61 +50.2%
538 MKL MARKEL GROUP INC Financial Services 110 $211K 0.00% -10 -8.3% $1914.07 -3.6%
539 RFM RIVERNORTH FLEXIBLE MUN INCO Financial Services 15,000 $210K 0.00% $14.03 +3.9%
540 SPG SIMON PPTY GROUP INC NEW Real Estate 1,128 $210K 0.00% NEW $186.53 +8.7%
541 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 67,578 $207K 0.00% $3.07 -5.2%
542 PEO EXELON CORP Financial Services 4,216 $207K 0.00% NEW $49.02 -46.0%
543 HSY HERSHEY CO Consumer Defensive 987 $205K 0.00% NEW $207.83 -8.4%
544 THRM GENTHERM INC Consumer Cyclical 7,355 $204K 0.00% +952 +14.9% $27.78 +13.2%
545 SWKS SKYWORKS SOLUTIONS INC Technology 3,783 $203K 0.00% -350 -8.5% $53.55 +25.2%
546 ARRY ARRAY TECHNOLOGIES INC Energy 28,000 $202K 0.00% $7.23 +24.1%
547 BK BANK NEW YORK MELLON CORP Financial Services 1,702 $202K 0.00% NEW $118.63 +13.8%
548 EEM ISHARES TR 3,545 $201K 0.00% -300 -7.8% $56.79 +14.6%
549 ENB ENBRIDGE INC Energy 3,715 $201K 0.00% NEW $54.14 +3.8%
550 IXJ ISHARES TR 2,150 $201K 0.00% -351 -14.0% $93.54 -1.7%
551 DOC HEALTHPEAK PROPERTIES INC Real Estate 12,200 $200K 0.00% NEW $16.43 +19.1%
552 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 15,000 $194K 0.00% $12.93 -2.2%
553 METV LISTED FDS TR 11,270 $180K 0.00% -100 -0.9% $15.93 +16.7%
554 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 18,135 $153K 0.00% -300 -1.6% $8.45 +22.0%
555 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 34,600 $121K 0.00% -1K -3.9% $3.51 +0.3%
556 NEOG NEOGEN CORP Healthcare 12,500 $116K 0.00% -10K -43.7% $9.29 -9.3%
557 CNH CNH INDL N V Industrials 10,000 $110K 0.00% $11.00 -3.0%
558 MLSS MILESTONE SCIENTIFIC INC Healthcare 100,175 $29K 0.00% $0.29 +13.4%
559 EVGO EVGO INC Consumer Cyclical 14,264 $25K $1.72 +12.8%

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 23.8%
Financial Services 17.7%
Industrials 13.1%
Communication Services 10.4%
Consumer Cyclical 10.4%
Healthcare 10.0%
Utilities 4.0%
Consumer Defensive 3.9%
Energy 2.6%
Basic Materials 2.4%