CIK 1022314
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q1. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 25.39% | 49 |
| Technology Hardware & Equipment | 9.57% | 14 |
| Software | 9.18% | 11 |
| Specialty Retail | 9.05% | 13 |
| Semiconductors & Semiconductor Equipment | 6.91% | 6 |
| Software & IT Services | 4.49% | 5 |
| Commercial Services & Supplies | 3.31% | 9 |
| Capital Markets | 3.00% | 10 |
| Insurance | 2.68% | 11 |
| Construction & Engineering | 2.49% | 5 |
| Health Care Equipment & Supplies | 2.31% | 4 |
| Equity Real Estate Investment Trusts (REITs) | 1.90% | 8 |
| Pharmaceuticals & Biotechnology | 1.89% | 10 |
| Food & Staples Retailing | 1.83% | 1 |
| Utilities | 1.75% | 9 |
| Transportation Infrastructure | 1.71% | 1 |
| Banks | 1.67% | 7 |
| Oil, Gas & Consumable Fuels | 1.62% | 8 |
| Health Care Providers & Services | 1.51% | 1 |
| Textiles, Apparel & Luxury Goods | 0.96% | 2 |
| Machinery | 0.79% | 8 |
| Life Sciences Tools & Services | 0.69% | 4 |
| Professional Services | 0.63% | 2 |
| Chemicals | 0.61% | 6 |
| Aerospace & Defense | 0.51% | 5 |
| Paper & Forest Products | 0.44% | 2 |
| Automobiles & Components | 0.44% | 1 |
| Road & Rail | 0.44% | 5 |
| Diversified Telecommunication Services | 0.41% | 2 |
| Electrical Equipment & Components | 0.37% | 3 |
| Media & Entertainment | 0.33% | 2 |
| Distributors | 0.24% | 4 |
| Food Products | 0.20% | 2 |
| Hotels, Restaurants & Leisure | 0.19% | 2 |
| Beverages | 0.17% | 3 |
| Entertainment | 0.11% | 1 |
| Marine | 0.08% | 1 |
| Construction Materials | 0.05% | 1 |
| Metals & Mining | 0.05% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | Unclassified | 4.98% |
| 2 | AAPL | Apple Inc. | Information Technology | 4.98% |
| 3 | NVDA | NVIDIA CORP | Information Technology | 3.95% |
| 4 | QUAL | ISHARES TR | Unclassified | 3.89% |
| 5 | VTV | VANGUARD INDEX FDS | Unclassified | 3.63% |
| 6 | AMZN | AMAZON COM INC | Consumer Discretionary | 3.25% |
| 7 | DGRW | WISDOMTREE TR | Unclassified | 2.56% |
| 8 | NET | Cloudflare, Inc. | Information Technology | 2.49% |
| 9 | MA | Mastercard Inc | Financials | 2.47% |
| 10 | GOOGL | Alphabet Inc. | Communication Services | 2.19% |
192/239 names classified · sector 75.2% of weight · industry 74.6% · mkt cap 72.1%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 75.2% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 68.8% of book weight (177/238 names) · unclassified 31.2%: SCHG, QUAL, VTV, DGRW, NET, CLS, XLU, SCHX, VTI, FNDA +51 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 1,584,832 | $46M | 5.0% | TRIM −10% |
| 2 | AAPLAPPLE INC | 225,618 | $46M | 5.0% | HOLD |
| 3 | NVDANVIDIA CORPORATION | 232,316 | $37M | 3.9% | HOLD |
| 4 | QUALISHARES TR | 198,042 | $36M | 3.9% | TRIM −7% |
| 5 | VTVVANGUARD INDEX FDS | 190,992 | $34M | 3.6% | TRIM −4% |
| 6 | AMZNAMAZON COM INC | 137,773 | $30M | 3.2% | HOLD |
| 7 | DGRWWISDOMTREE TR | 284,906 | $24M | 2.6% | HOLD |
| 8 | NETCLOUDFLARE INC | 118,334 | $23M | 2.5% | TRIM −7% |
| 9 | MAMASTERCARD INCORPORATED | 40,914 | $23M | 2.5% | TRIM −3% |
| 10 | GOOGLALPHABET INC | 115,828 | $20M | 2.2% | HOLD |
| 11 | TJXTJX COS INC NEW | 165,099 | $20M | 2.2% | HOLD |
| 12 | INTUINTUIT | 25,536 | $20M | 2.2% | TRIM −5% |
| 13 | CLSCELESTICA INC | 125,906 | $20M | 2.1% | HOLD |
| 14 | ISRGINTUITIVE SURGICAL INC | 34,582 | $19M | 2.0% | TRIM −3% |
| 15 | SFMSPROUTS FMRS MKT INC | 103,532 | $17M | 1.8% | HOLD |
| 16 | AMEAMETEK INC | 88,082 | $16M | 1.7% | HOLD |
| 17 | BKNGBOOKING HOLDINGS INC | 2,742 | $16M | 1.7% | TRIM −2% |
| 18 | TTDTHE TRADE DESK INC | 208,463 | $15M | 1.6% | HOLD |
| 19 | LHLABCORP HOLDINGS INC | 53,541 | $14M | 1.5% | HOLD |
| 20 | ULTAULTA BEAUTY INC | 29,588 | $14M | 1.5% | HOLD |
| 21 | ADSKAUTODESK INC | 42,163 | $13M | 1.4% | HOLD |
| 22 | LOWLOWES COS INC | 54,604 | $12M | 1.3% | HOLD |
| 23 | XLUSELECT SECTOR SPDR TR | 143,092 | $12M | 1.3% | ADD 19% |
| 24 | BLKBLACKROCK INC | 10,815 | $11M | 1.2% | HOLD |
| 25 | CMECME GROUP INC | 40,094 | $11M | 1.2% | HOLD |
| 26 | MSFTMICROSOFT CORP | 21,792 | $11M | 1.2% | HOLD |
| 27 | ADBEADOBE INC | 27,642 | $11M | 1.1% | HOLD |
| 28 | SCHXSCHWAB U.S. LARGE-CAP ETF | 432,667 | $11M | 1.1% | HOLD |
| 29 | AGXARGAN INC | 46,027 | $10M | 1.1% | HOLD |
| 30 | JJACOBS SOLUTIONS INC | 73,165 | $10M | 1.0% | ADD 2% |
| 31 | VTIVANGUARD INDEX FDS | 31,569 | $10M | 1.0% | TRIM −7% |
| 32 | WRBBERKLEY W R CORP | 123,627 | $9M | 1.0% | HOLD |
| 33 | JPMJPMORGAN CHASE & CO | 29,974 | $9M | 0.9% | HOLD |
| 34 | ANETARISTA NETWORKS INC | 80,635 | $8M | 0.9% | ADD 47% |
| 35 | LULULULULEMON ATHLETICA INC | 33,372 | $8M | 0.9% | ADD 2% |
| 36 | BROBROWN & BROWN INC | 70,802 | $8M | 0.8% | HOLD |
| 37 | FNDASCHWAB STRATEGIC TR | 248,496 | $7M | 0.8% | HOLD |
| 38 | FANGDIAMONDBACK ENERGY INC | 48,237 | $7M | 0.7% | ADD 11% |
| 39 | IWPISHARES TR | 47,265 | $7M | 0.7% | ADD 6% |
| 40 | VRTXVERTEX PHARMACEUTICALS INC | 12,587 | $6M | 0.6% | HOLD |
| 41 | IMCGISHARES TR | 68,994 | $6M | 0.6% | ADD 8% |
| 42 | AVGOBROADCOM INC | 18,243 | $5M | 0.5% | HOLD |
| 43 | CSCOCISCO SYS INC | 64,848 | $4M | 0.5% | HOLD |
| 44 | BRK.BBERKSHIRE HATHAWAY INC DEL | 9,166 | $4M | 0.5% | ADD 6% |
| 45 | STXSEAGATE TECHNOLOGY HLDNGS PL | 30,791 | $4M | 0.5% | HOLD |
| 46 | TWLOTWILIO INC | 35,080 | $4M | 0.5% | ADD 6% |
| 47 | VUGVANGUARD INDEX FDS | 9,783 | $4M | 0.5% | HOLD |
| 48 | BAHBOOZ ALLEN HAMILTON HLDG COR | 40,921 | $4M | 0.5% | ADD 15% |
| 49 | IQVIQVIA HLDGS INC | 26,809 | $4M | 0.5% | HOLD |
| 50 | WMWASTE MGMT INC DEL | 17,886 | $4M | 0.4% | HOLD |
| 51 | TSLATESLA INC | 12,855 | $4M | 0.4% | TRIM −5% |
| 52 | GOOGALPHABET INC | 23,019 | $4M | 0.4% | TRIM −2% |
| 53 | IVVISHARES TR | 6,054 | $4M | 0.4% | TRIM −8% |
| 54 | BNYBANK NEW YORK MELLON CORP | 38,740 | $4M | 0.4% | HOLD |
| 55 | WMBWILLIAMS COS INC | 56,020 | $4M | 0.4% | HOLD |
| 56 | METMETLIFE INC | 40,691 | $3M | 0.4% | HOLD |
| 57 | JNJJOHNSON & JOHNSON | 21,115 | $3M | 0.3% | HOLD |
| 58 | VZVERIZON COMMUNICATIONS INC | 73,902 | $3M | 0.3% | HOLD |
| 59 | SOSOUTHERN CO | 34,221 | $3M | 0.3% | HOLD |
| 60 | CMICUMMINS INC | 9,371 | $3M | 0.3% | HOLD |
| 61 | IWSISHARES TR | 22,521 | $3M | 0.3% | TRIM −9% |
| 62 | WELLWELLTOWER INC | 19,170 | $3M | 0.3% | HOLD |
| 63 | TRPTC ENERGY CORP | 58,527 | $3M | 0.3% | HOLD |
| 64 | NFLXNETFLIX INC | 2,109 | $3M | 0.3% | HOLD |
| 65 | DLRDIGITAL RLTY TR INC | 15,927 | $3M | 0.3% | HOLD |
| 66 | NSITINSIGHT ENTERPRISES INC | 20,085 | $3M | 0.3% | HOLD |
| 67 | DUKDUKE ENERGY CORP NEW | 22,988 | $3M | 0.3% | HOLD |
| 68 | AMTAMERICAN TOWER CORP | 12,218 | $3M | 0.3% | ADD 269% |
| 69 | ABBVABBVIE INC | 14,328 | $3M | 0.3% | HOLD |
| 70 | IPINTERNATIONAL PAPER CO | 55,819 | $3M | 0.3% | HOLD |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 8,653 | $3M | 0.3% | HOLD |
| 72 | DVNDEVON ENERGY CORP NEW | 78,129 | $2M | 0.3% | HOLD |
| 73 | UNILEVER PLC | 40,183 | $2M | 0.3% | HOLD |
| 74 | PSAPUBLIC STORAGE OPER CO | 8,307 | $2M | 0.3% | HOLD |
| 75 | ENBENBRIDGE INC | 52,139 | $2M | 0.3% | HOLD |
| 76 | MAAMID-AMER APT CMNTYS INC | 15,274 | $2M | 0.2% | ADD 6% |
| 77 | IWFISHARES TR | 5,263 | $2M | 0.2% | HOLD |
| 78 | SPYSTATE STR SPDR S&P 500 ETF T | 3,613 | $2M | 0.2% | ADD 13% |
| 79 | LAMRLAMAR ADVERTISING CO | 17,761 | $2M | 0.2% | HOLD |
| 80 | UPSUNITED PARCEL SERVICE INC | 20,975 | $2M | 0.2% | ADD 6% |
| 81 | MRKMERCK & CO INC | 26,408 | $2M | 0.2% | ADD 6% |
| 82 | EDCONSOLIDATED EDISON INC | 20,075 | $2M | 0.2% | ADD 3% |
| 83 | TOTALENERGIES SE | 32,480 | $2M | 0.2% | HOLD |
| 84 | NKENIKE INC | 27,569 | $2M | 0.2% | HOLD |
| 85 | PWRQUANTA SVCS INC | 5,127 | $2M | 0.2% | TRIM −3% |
| 86 | XOMEXXON MOBIL CORP | 17,922 | $2M | 0.2% | HOLD |
| 87 | RPGINVESCO EXCHANGE TRADED FD T | 40,253 | $2M | 0.2% | TRIM −10% |
| 88 | METAMETA PLATFORMS INC | 2,475 | $2M | 0.2% | HOLD |
| 89 | PLDPROLOGIS INC. | 17,260 | $2M | 0.2% | HOLD |
| 90 | CLCOLGATE PALMOLIVE CO | 19,204 | $2M | 0.2% | HOLD |
| 91 | ORCLORACLE CORP | 7,801 | $2M | 0.2% | HOLD |
| 92 | SYKSTRYKER CORPORATION | 4,278 | $2M | 0.2% | HOLD |
| 93 | GEVGE VERNOVA INC | 3,148 | $2M | 0.2% | TRIM −3% |
| 94 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,267 | $2M | 0.2% | HOLD |
| 95 | TMOTHERMO FISHER SCIENTIFIC INC | 4,026 | $2M | 0.2% | HOLD |
| 96 | PAYXPAYCHEX INC | 11,134 | $2M | 0.2% | ADD 5% |
| 97 | RTXRTX CORPORATION | 11,059 | $2M | 0.2% | TRIM −8% |
| 98 | ICEINTERCONTINENTAL EXCHANGE IN | 8,698 | $2M | 0.2% | TRIM −5% |
| 99 | KMBKIMBERLY-CLARK CORP | 11,449 | $1M | 0.2% | HOLD |
| 100 | GISGENERAL MILLS INC | 28,379 | $1M | 0.2% | ADD 9% |
| 101 | LLYELI LILLY & CO | 1,820 | $1M | 0.2% | TRIM −3% |
| 102 | MOHMOLINA HEALTHCARE INC | 4,751 | $1M | 0.2% | ADD 16% |
| 103 | AXPAMERICAN EXPRESS CO | 4,354 | $1M | 0.1% | ADD 10% |
| 104 | COSTCOSTCO WHSL CORP NEW | 1,396 | $1M | 0.1% | TRIM −4% |
| 105 | AYIACUITY INC | 4,581 | $1M | 0.1% | HOLD |
| 106 | KLACKLA CORP | 1,501 | $1M | 0.1% | HOLD |
| 107 | VEAVANGUARD TAX-MANAGED FDS | 23,485 | $1M | 0.1% | TRIM −18% |
| 108 | GEGE AEROSPACE | 5,126 | $1M | 0.1% | HOLD |
| 109 | AJGGALLAGHER ARTHUR J & CO | 3,963 | $1M | 0.1% | ADD 5% |
| 110 | QQQINVESCO QQQ TR | 2,254 | $1M | 0.1% | ADD 13% |
| 111 | VOEVANGUARD INDEX FDS | 7,553 | $1M | 0.1% | TRIM −2% |
| 112 | VVISA INC | 3,430 | $1M | 0.1% | HOLD |
| 113 | VBVANGUARD INDEX FDS | 4,852 | $1M | 0.1% | TRIM −10% |
| 114 | XLESELECT SECTOR SPDR TR | 13,342 | $1M | 0.1% | NEW |
| 115 | CATCATERPILLAR INC | 2,867 | $1M | 0.1% | TRIM −5% |
| 116 | CTASCINTAS CORP | 4,695 | $1M | 0.1% | HOLD |
| 117 | LHXL3HARRIS TECHNOLOGIES INC | 4,171 | $1M | 0.1% | HOLD |
| 118 | SCHMSCHWAB STRATEGIC TR | 36,230 | $1M | 0.1% | HOLD |
| 119 | TXNTEXAS INSTRS INC | 4,855 | $1M | 0.1% | HOLD |
| 120 | AEPAMERICAN ELEC PWR CO INC | 9,607 | $996,822 | 0.1% | HOLD |
| 121 | DISDISNEY WALT CO | 7,887 | $978,105 | 0.1% | TRIM −5% |
| 122 | MARMARRIOTT INTL INC NEW | 3,543 | $967,983 | 0.1% | ADD 15% |
| 123 | HDHOME DEPOT INC | 2,627 | $963,038 | 0.1% | HOLD |
| 124 | MEDPMEDPACE HLDGS INC | 3,034 | $952,251 | 0.1% | HOLD |
| 125 | SPGIS&P GLOBAL INC | 1,768 | $932,061 | 0.1% | ADD 3% |
| 126 | CORCENCORA INC | 3,108 | $931,934 | 0.1% | HOLD |
| 127 | RACEFERRARI N V | 1,886 | $925,592 | 0.1% | HOLD |
| 128 | PANWPALO ALTO NETWORKS INC | 4,484 | $917,606 | 0.1% | TRIM −5% |
| 129 | AMGNAMGEN INC | 3,264 | $911,453 | 0.1% | ADD 2% |
| 130 | HONHONEYWELL INTL INC | 3,639 | $847,450 | 0.1% | HOLD |
| 131 | TOLTOLL BROTHERS INC | 7,385 | $842,850 | 0.1% | TRIM −12% |
| 132 | IWYISHARES TR | 3,394 | $836,655 | 0.1% | HOLD |
| 133 | WATWATERS CORP | 2,377 | $829,668 | 0.1% | ADD 23% |
| 134 | ESGDISHARES TR | 9,196 | $820,467 | 0.1% | HOLD |
| 135 | CNICANADIAN NATL RY CO | 7,860 | $817,754 | 0.1% | HOLD |
| 136 | CMGCHIPOTLE MEXICAN GRILL INC | 14,152 | $794,635 | 0.1% | HOLD |
| 137 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 20,808 | $789,855 | 0.1% | ADD 6% |
| 138 | LMTLOCKHEED MARTIN CORP | 1,681 | $778,636 | 0.1% | HOLD |
| 139 | BXBLACKSTONE INC | 5,198 | $777,526 | 0.1% | HOLD |
| 140 | DEDEERE & CO | 1,529 | $777,481 | 0.1% | TRIM −3% |
| 141 | ONONON HLDG AG | 14,810 | $770,861 | 0.1% | TRIM −5% |
| 142 | RCLROYAL CARIBBEAN GROUP | 2,459 | $770,011 | 0.1% | HOLD |
| 143 | CVXCHEVRON CORP NEW | 5,338 | $764,388 | 0.1% | HOLD |
| 144 | PEPPEPSICO INC | 5,771 | $762,058 | 0.1% | TRIM −31% |
| 145 | CARRCARRIER GLOBAL CORPORATION | 10,107 | $739,756 | 0.1% | HOLD |
| 146 | BACBANK AMERICA CORP | 15,485 | $732,750 | 0.1% | HOLD |
| 147 | LRCXLAM RESEARCH CORP | 7,515 | $731,510 | 0.1% | HOLD |
| 148 | BSXBOSTON SCIENTIFIC CORP | 6,714 | $721,151 | 0.1% | ADD 7% |
| 149 | WMTWALMART INC | 7,349 | $718,610 | 0.1% | HOLD |
| 150 | MSMORGAN STANLEY | 5,094 | $717,541 | 0.1% | ADD 12% |
| 151 | MCKMCKESSON CORP | 974 | $714,035 | 0.1% | TRIM −3% |
| 152 | VEUVANGUARD INTL EQUITY INDEX F | 10,400 | $699,088 | 0.1% | HOLD |
| 153 | FTNTFORTINET INC | 6,525 | $689,823 | 0.1% | HOLD |
| 154 | AMGAFFILIATED MANAGERS GROUP | 3,425 | $673,937 | 0.1% | ADD 7% |
| 155 | GSGOLDMAN SACHS GROUP INC | 938 | $663,870 | 0.1% | ADD 8% |
| 156 | IVEISHARES TR | 3,370 | $658,565 | 0.1% | HOLD |
| 157 | SHWSHERWIN WILLIAMS CO | 1,838 | $630,952 | 0.1% | TRIM −13% |
| 158 | EMEEMCOR GROUP INC | 1,179 | $630,635 | 0.1% | ADD 4% |
| 159 | TAT&T INC | 21,770 | $630,024 | 0.1% | ADD 3% |
| 160 | SPGSIMON PPTY GROUP INC NEW | 3,827 | $615,229 | 0.1% | TRIM −5% |
| 161 | SCHASCHWAB STRATEGIC TR | 23,768 | $601,336 | 0.1% | ADD 4% |
| 162 | ZTSZOETIS INC | 3,766 | $587,308 | 0.1% | ADD 63% |
| 163 | ITOTISHARES TR | 4,320 | $583,340 | 0.1% | TRIM −34% |
| 164 | CPCANADIAN PACIFIC KANSAS CITY | 7,028 | $557,107 | 0.1% | HOLD |
| 165 | DUOLDUOLINGO INC | 1,322 | $542,046 | 0.1% | TRIM −29% |
| 166 | IWMISHARES TR | 2,468 | $532,570 | 0.1% | HOLD |
| 167 | ROKROCKWELL AUTOMATION INC | 1,594 | $529,479 | 0.1% | TRIM −5% |
| 168 | NEENEXTERA ENERGY INC | 7,607 | $528,078 | 0.1% | TRIM −9% |
| 169 | PGPROCTER AND GAMBLE CO | 3,218 | $512,728 | 0.1% | TRIM −12% |
| 170 | CWSTCASELLA WASTE SYS INC | 4,390 | $506,518 | 0.1% | TRIM −20% |
| 171 | VXUSVANGUARD STAR FDS | 7,221 | $498,899 | 0.1% | TRIM −21% |
| 172 | HEIHEICO CORP NEW | 1,512 | $495,936 | 0.1% | HOLD |
| 173 | MLMMARTIN MARIETTA MATLS INC | 903 | $495,711 | 0.1% | TRIM −5% |
| 174 | ABTABBOTT LABS | 3,580 | $486,915 | 0.1% | ADD 13% |
| 175 | IWDISHARES TR | 2,478 | $481,302 | 0.1% | HOLD |
| 176 | RDVYFIRST TR EXCHANGE TRADED FD | 7,640 | $479,334 | 0.1% | HOLD |
| 177 | STZCONSTELLATION BRANDS INC | 2,906 | $472,748 | 0.1% | HOLD |
| 178 | AONAON PLC | 1,308 | $466,787 | 0.1% | ADD 27% |
| 179 | MTBM & T BK CORP | 2,398 | $465,268 | 0.1% | HOLD |
| 180 | WFCWELLS FARGO CO NEW | 5,683 | $455,322 | 0.0% | ADD 12% |
| 181 | VOOVANGUARD INDEX FDS | 800 | $454,414 | 0.0% | TRIM −8% |
| 182 | ADPAUTOMATIC DATA PROCESSING IN | 1,422 | $438,545 | 0.0% | ADD 6% |
| 183 | SMHVANECK ETF TRUST | 1,572 | $438,428 | 0.0% | HOLD |
| 184 | OTISOTIS WORLDWIDE CORP | 4,375 | $433,213 | 0.0% | HOLD |
| 185 | GLWCORNING INC | 7,973 | $419,300 | 0.0% | ADD 2% |
| 186 | MZTIMARZETTI COMPANY | 2,400 | $414,648 | 0.0% | HOLD |
| 187 | ROPROPER TECHNOLOGIES INC | 706 | $400,189 | 0.0% | ADD 12% |
| 188 | BRKRBRUKER CORP | 9,615 | $396,138 | 0.0% | ADD 10% |
| 189 | KOCOCA COLA CO | 5,438 | $384,736 | 0.0% | ADD 6% |
| 190 | MKTXMARKETAXESS HLDGS INC | 1,721 | $384,368 | 0.0% | TRIM −5% |
| 191 | CBCHUBB LIMITED | 1,310 | $379,533 | 0.0% | ADD 44% |
| 192 | CHKPCHECK POINT SOFTWARE TECH LT | 1,709 | $378,144 | 0.0% | HOLD |
| 193 | LKQLKQ CORP | 10,130 | $374,911 | 0.0% | NEW |
| 194 | ESIELEMENT SOLUTIONS INC | 16,340 | $370,101 | 0.0% | ADD 29% |
| 195 | DLTRDOLLAR TREE INC | 3,707 | $367,141 | 0.0% | NEW |
| 196 | FISVFISERV INC | 2,100 | $362,061 | 0.0% | TRIM −23% |
| 197 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,174 | $362,015 | 0.0% | ADD 16% |
| 198 | MPCMARATHON PETE CORP | 2,156 | $358,133 | 0.0% | HOLD |
| 199 | AVNTAVIENT CORPORATION | 11,077 | $357,900 | 0.0% | ADD 74% |
| 200 | AIZASSURANT INC | 1,803 | $356,074 | 0.0% | ADD 11% |
Where this firm's principals came from and which firms its alumni went on to found.