CIK 1412665
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q3. 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 | 57.84% | 96 |
| Technology Hardware & Equipment | 5.69% | 14 |
| Pharmaceuticals & Biotechnology | 4.72% | 18 |
| Banks | 3.53% | 14 |
| Semiconductors & Semiconductor Equipment | 3.31% | 12 |
| Software & IT Services | 2.54% | 5 |
| Software | 2.53% | 6 |
| Specialty Retail | 2.26% | 13 |
| Commercial Services & Supplies | 1.74% | 9 |
| Utilities | 1.63% | 13 |
| Machinery | 1.57% | 10 |
| Oil, Gas & Consumable Fuels | 1.38% | 9 |
| Airlines | 1.11% | 4 |
| Insurance | 1.05% | 7 |
| Food Products | 0.86% | 5 |
| Aerospace & Defense | 0.77% | 7 |
| Capital Markets | 0.74% | 5 |
| Diversified Telecommunication Services | 0.73% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 0.69% | 6 |
| Automobiles & Components | 0.59% | 3 |
| Electrical Equipment & Components | 0.56% | 3 |
| Chemicals | 0.47% | 4 |
| Distributors | 0.43% | 1 |
| Metals & Mining | 0.40% | 4 |
| Health Care Equipment & Supplies | 0.38% | 5 |
| Road & Rail | 0.32% | 4 |
| Beverages | 0.32% | 3 |
| Tobacco | 0.29% | 2 |
| Media & Entertainment | 0.28% | 4 |
| Health Care Providers & Services | 0.22% | 2 |
| Hotels, Restaurants & Leisure | 0.17% | 2 |
| Industrial Conglomerates | 0.15% | 1 |
| Household Durables | 0.15% | 1 |
| Construction & Engineering | 0.13% | 3 |
| Entertainment | 0.12% | 1 |
| Agricultural Products | 0.11% | 1 |
| Paper & Forest Products | 0.09% | 2 |
| Marine | 0.08% | 1 |
| Communications Equipment | 0.03% | 1 |
| Food & Staples Retailing | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | MOFG | MIDWESTONE FINL GROUP INC NE | Unclassified | 17.34% |
| 2 | SCHV | SCHWAB STRATEGIC TR | Unclassified | 3.91% |
| 3 | AAPL | Apple Inc. | Information Technology | 3.90% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | Unclassified | 3.57% |
| 5 | SPYM | SPDR SERIES TRUST | Unclassified | 2.75% |
| 6 | MUB | ISHARES TR | Unclassified | 2.70% |
| 7 | IEFA | ISHARES TR | Unclassified | 2.67% |
| 8 | SCHB | SCHWAB STRATEGIC TR | Unclassified | 2.10% |
| 9 | SPAB | SPDR SERIES TRUST | Unclassified | 1.81% |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | Unclassified | 1.75% |
210/305 names classified · sector 42.8% of weight · industry 42.2% · mkt cap 41.9%; 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: 42.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 39% of book weight classified — the grid is NOT representative of the whole book.
Classified: 39.3% of book weight (187/304 names) · unclassified 60.7%: MOFG, SCHV, VONG, SPYM, MUB, IEFA, SCHB, SPAB, VCLT, AGG +107 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 | MOFGMIDWESTONE FINL GROUP INC NE | 4,054,459 | $156M | 17.3% | HOLD |
| 2 | SCHVSCHWAB STRATEGIC TR | 1,189,268 | $35M | 3.9% | ADD 3% |
| 3 | AAPLAPPLE INC | 129,033 | $35M | 3.9% | TRIM −2% |
| 4 | VONGVANGUARD SCOTTSDALE FDS | 264,062 | $32M | 3.6% | HOLD |
| 5 | SPYMSPDR SERIES TRUST | 309,089 | $25M | 2.8% | ADD 2% |
| 6 | MUBISHARES TR | 227,052 | $24M | 2.7% | ADD 394% |
| 7 | IEFAISHARES TR | 268,262 | $24M | 2.7% | ADD 3% |
| 8 | SCHBSCHWAB STRATEGIC TR | 720,616 | $19M | 2.1% | ADD 19% |
| 9 | SPABSPDR SERIES TRUST | 631,343 | $16M | 1.8% | ADD 29% |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 208,197 | $16M | 1.8% | TRIM −16% |
| 11 | AGGISHARES TR | 145,786 | $15M | 1.6% | TRIM −5% |
| 12 | MSFTMICROSOFT CORP | 29,487 | $14M | 1.6% | TRIM −2% |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 178,381 | $14M | 1.6% | ADD 35% |
| 14 | MUMICRON TECHNOLOGY INC | 36,909 | $11M | 1.2% | TRIM −40% |
| 15 | JPMJPMORGAN CHASE & CO | 29,866 | $10M | 1.1% | HOLD |
| 16 | GOOGALPHABET INC | 24,121 | $8M | 0.8% | TRIM −7% |
| 17 | ABBVABBVIE INC | 31,422 | $7M | 0.8% | HOLD |
| 18 | LLYELI LILLY & CO | 6,414 | $7M | 0.8% | HOLD |
| 19 | METAMETA PLATFORMS INC | 9,989 | $7M | 0.7% | ADD 7% |
| 20 | AVGOBROADCOM INC | 18,996 | $7M | 0.7% | TRIM −9% |
| 21 | MLNVANECK ETF TRUST | 369,222 | $6M | 0.7% | ADD 9% |
| 22 | UMBFUMB FINL CORP | 55,956 | $6M | 0.7% | HOLD |
| 23 | UALUNITED AIRLS HLDGS INC | 51,294 | $6M | 0.6% | TRIM −8% |
| 24 | AMZNAMAZON COM INC | 24,504 | $6M | 0.6% | ADD 8% |
| 25 | BRK.BBERKSHIRE HATHAWAY INC DEL | 11,135 | $6M | 0.6% | TRIM −5% |
| 26 | JAZZJAZZ PHARMACEUTICALS PLC | 32,855 | $6M | 0.6% | TRIM −16% |
| 27 | VUSBVANGUARD BD INDEX FDS | 107,413 | $5M | 0.6% | NEW |
| 28 | JNJJOHNSON & JOHNSON | 25,794 | $5M | 0.6% | TRIM −2% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 7,753 | $5M | 0.6% | HOLD |
| 30 | UTHRUnited Therapeutics Corp. | 10,704 | $5M | 0.6% | ADD 13% |
| 31 | ABTABBOTT LABS | 38,580 | $5M | 0.5% | TRIM −3% |
| 32 | VCITVANGUARD SCOTTSDALE FDS | 56,665 | $5M | 0.5% | ADD 7% |
| 33 | XLUSELECT SECTOR SPDR TR | 110,452 | $5M | 0.5% | ADD 100% |
| 34 | SPDWSPDR INDEX SHS FDS | 105,611 | $5M | 0.5% | ADD 16% |
| 35 | URIUNITED RENTALS INC | 5,628 | $5M | 0.5% | TRIM −4% |
| 36 | CATCATERPILLAR INC | 7,927 | $5M | 0.5% | HOLD |
| 37 | ORCLORACLE CORP | 23,096 | $5M | 0.5% | TRIM −5% |
| 38 | GOOGLALPHABET INC | 14,274 | $4M | 0.5% | TRIM −7% |
| 39 | IVVISHARES TR | 6,452 | $4M | 0.5% | HOLD |
| 40 | FRMIFERMI INC | 545,474 | $4M | 0.5% | NEW |
| 41 | FNDFSCHWAB STRATEGIC TR | 94,731 | $4M | 0.5% | HOLD |
| 42 | VOVANGUARD INDEX FDS | 14,734 | $4M | 0.5% | ADD 6% |
| 43 | DIVBISHARES TR | 76,320 | $4M | 0.5% | TRIM −4% |
| 44 | BGBUNGE GLOBAL SA | 45,102 | $4M | 0.4% | TRIM −16% |
| 45 | XOMEXXON MOBIL CORP | 33,202 | $4M | 0.4% | TRIM −12% |
| 46 | LDOSLEIDOS HOLDINGS INC | 21,927 | $4M | 0.4% | ADD 2% |
| 47 | WALWESTERN ALLIANCE BANCORP | 46,799 | $4M | 0.4% | ADD 28% |
| 48 | MCKMCKESSON CORP | 4,733 | $4M | 0.4% | HOLD |
| 49 | TAT&T INC | 155,471 | $4M | 0.4% | ADD 3% |
| 50 | JEPIJPMorgan Equity Premium Income ETF | 66,708 | $4M | 0.4% | TRIM −19% |
| 51 | SMBVANECK ETF TRUST | 206,858 | $4M | 0.4% | TRIM −3% |
| 52 | TMOTHERMO FISHER SCIENTIFIC INC | 6,073 | $4M | 0.4% | TRIM −2% |
| 53 | CSCOCISCO SYS INC | 44,559 | $3M | 0.4% | TRIM −6% |
| 54 | DIVOAMPLIFY ETF TR | 76,312 | $3M | 0.4% | HOLD |
| 55 | WMTWALMART INC | 30,384 | $3M | 0.4% | HOLD |
| 56 | GMGENERAL MTRS CO | 41,053 | $3M | 0.4% | TRIM −7% |
| 57 | VVISA INC | 9,330 | $3M | 0.4% | HOLD |
| 58 | PGPROCTER AND GAMBLE CO | 22,623 | $3M | 0.4% | TRIM −3% |
| 59 | AONAON PLC | 9,103 | $3M | 0.4% | HOLD |
| 60 | IEMGISHARES INC | 46,988 | $3M | 0.4% | TRIM −4% |
| 61 | CVXCHEVRON CORP NEW | 20,535 | $3M | 0.3% | TRIM −13% |
| 62 | NVDANVIDIA CORPORATION | 16,234 | $3M | 0.3% | ADD 28% |
| 63 | PFFISHARES TR | 95,748 | $3M | 0.3% | ADD 6% |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 9,771 | $3M | 0.3% | HOLD |
| 65 | EMBISHARES TR | 29,835 | $3M | 0.3% | ADD 19% |
| 66 | DARDARLING INGREDIENTS INC | 79,578 | $3M | 0.3% | TRIM −17% |
| 67 | LNTALLIANT ENERGY CORP | 41,859 | $3M | 0.3% | HOLD |
| 68 | NRGNRG ENERGY INC | 17,078 | $3M | 0.3% | TRIM −15% |
| 69 | SIGSIGNET JEWELERS LIMITED | 32,757 | $3M | 0.3% | TRIM −19% |
| 70 | IUSGISHARES TR | 16,137 | $3M | 0.3% | HOLD |
| 71 | GGGGRACO INC | 33,000 | $3M | 0.3% | HOLD |
| 72 | HDHOME DEPOT INC | 7,767 | $3M | 0.3% | TRIM −4% |
| 73 | CCITIGROUP INC | 22,015 | $3M | 0.3% | HOLD |
| 74 | ETENERGY TRANSFER L P | 151,541 | $2M | 0.3% | TRIM −17% |
| 75 | BABOEING CO | 11,500 | $2M | 0.3% | ADD 8% |
| 76 | VOOVANGUARD INDEX FDS | 3,915 | $2M | 0.3% | TRIM −3% |
| 77 | VBVANGUARD INDEX FDS | 9,311 | $2M | 0.3% | HOLD |
| 78 | QQQINVESCO QQQ TR | 3,884 | $2M | 0.3% | HOLD |
| 79 | DELLDELL TECHNOLOGIES INC | 18,611 | $2M | 0.3% | TRIM −18% |
| 80 | GPNGLOBAL PMTS INC | 30,157 | $2M | 0.3% | TRIM −48% |
| 81 | JPLDJ P MORGAN EXCHANGE TRADED F | 43,841 | $2M | 0.3% | ADD 17% |
| 82 | ALLALLSTATE CORP | 11,022 | $2M | 0.3% | HOLD |
| 83 | INTCINTEL CORP | 61,700 | $2M | 0.3% | TRIM −3% |
| 84 | GEGE AEROSPACE | 7,361 | $2M | 0.3% | ADD 5% |
| 85 | JMUBJPMORGAN MUNICIPAL ETF | 44,531 | $2M | 0.2% | ADD 1002% |
| 86 | DALDELTA AIR LINES INC | 32,168 | $2M | 0.2% | TRIM −25% |
| 87 | DEDEERE & CO | 4,794 | $2M | 0.2% | HOLD |
| 88 | VRTVERTIV HOLDINGS CO | 13,665 | $2M | 0.2% | HOLD |
| 89 | VZVERIZON COMMUNICATIONS INC | 51,066 | $2M | 0.2% | HOLD |
| 90 | JEPQJ P MORGAN EXCHANGE TRADED F | 35,161 | $2M | 0.2% | HOLD |
| 91 | PMPHILIP MORRIS INTL INC | 12,680 | $2M | 0.2% | HOLD |
| 92 | MBBISHARES TR | 21,334 | $2M | 0.2% | ADD 16% |
| 93 | SYFSYNCHRONY FINANCIAL | 24,172 | $2M | 0.2% | TRIM −6% |
| 94 | FEZSPDR INDEX SHS FDS | 31,157 | $2M | 0.2% | TRIM −8% |
| 95 | BSXBOSTON SCIENTIFIC CORP | 20,718 | $2M | 0.2% | ADD 18% |
| 96 | GSGOLDMAN SACHS GROUP INC | 2,230 | $2M | 0.2% | TRIM −6% |
| 97 | SCHFSCHWAB STRATEGIC TR | 79,156 | $2M | 0.2% | HOLD |
| 98 | BCSBARCLAYS PLC | 73,877 | $2M | 0.2% | TRIM −20% |
| 99 | METMETLIFE INC | 23,817 | $2M | 0.2% | TRIM −14% |
| 100 | SVIXVS TRUST | 76,572 | $2M | 0.2% | NEW |
| 101 | RTXRTX CORPORATION | 9,934 | $2M | 0.2% | HOLD |
| 102 | VOEVANGUARD INDEX FDS | 9,910 | $2M | 0.2% | ADD 3% |
| 103 | EMREMERSON ELEC CO | 13,106 | $2M | 0.2% | HOLD |
| 104 | VALEVALE S A | 133,267 | $2M | 0.2% | TRIM −26% |
| 105 | LQDISHARES TR | 15,667 | $2M | 0.2% | TRIM −33% |
| 106 | VOTVANGUARD INDEX FDS | 6,148 | $2M | 0.2% | HOLD |
| 107 | HDEFDBX ETF TR | 55,295 | $2M | 0.2% | HOLD |
| 108 | MRVLMARVELL TECHNOLOGY INC | 19,949 | $2M | 0.2% | ADD 12% |
| 109 | COSTCOSTCO WHSL CORP NEW | 1,959 | $2M | 0.2% | TRIM −3% |
| 110 | TSLATESLA INC | 3,744 | $2M | 0.2% | HOLD |
| 111 | EFAISHARES TR | 17,187 | $2M | 0.2% | TRIM −3% |
| 112 | IWRISHARES TR | 17,130 | $2M | 0.2% | TRIM −6% |
| 113 | CRMSALESFORCE INC | 6,198 | $2M | 0.2% | ADD 23% |
| 114 | SCHDSCHWAB STRATEGIC TR | 59,826 | $2M | 0.2% | ADD 7% |
| 115 | MAMASTERCARD INCORPORATED | 2,746 | $2M | 0.2% | ADD 10% |
| 116 | XLFSELECT SECTOR SPDR TR | 28,588 | $2M | 0.2% | HOLD |
| 117 | COPCONOCOPHILLIPS | 16,565 | $2M | 0.2% | ADD 28% |
| 118 | IWVISHARES TR | 3,856 | $1M | 0.2% | HOLD |
| 119 | PEPPEPSICO INC | 10,213 | $1M | 0.2% | TRIM −5% |
| 120 | SHELSHELL PLC | 19,693 | $1M | 0.2% | ADD 5% |
| 121 | NSCNORFOLK SOUTHN CORP | 5,009 | $1M | 0.2% | HOLD |
| 122 | GLDMWORLD GOLD TR | 16,754 | $1M | 0.2% | ADD 44% |
| 123 | CMICUMMINS INC | 2,731 | $1M | 0.2% | HOLD |
| 124 | FOURSHIFT4 PMTS INC | 21,818 | $1M | 0.2% | ADD 577% |
| 125 | NEENEXTERA ENERGY INC | 16,976 | $1M | 0.2% | HOLD |
| 126 | MMM3M CO | 8,473 | $1M | 0.2% | HOLD |
| 127 | VTWVVANGUARD SCOTTSDALE FDS | 8,482 | $1M | 0.2% | ADD 3% |
| 128 | HNIHNI CORP | 32,214 | $1M | 0.2% | HOLD |
| 129 | JNKSPDR SER TR | 13,898 | $1M | 0.2% | ADD 15% |
| 130 | ORLYOREILLY AUTOMOTIVE INC | 14,768 | $1M | 0.1% | HOLD |
| 131 | ALKAlaska Air Group, Inc. | 26,613 | $1M | 0.1% | ADD 214% |
| 132 | AXPAMERICAN EXPRESS CO | 3,524 | $1M | 0.1% | ADD 3% |
| 133 | IWMISHARES TR | 5,281 | $1M | 0.1% | TRIM −8% |
| 134 | IWPISHARES TR | 9,378 | $1M | 0.1% | HOLD |
| 135 | MRKMERCK & CO INC | 12,019 | $1M | 0.1% | TRIM −2% |
| 136 | VLOVALERO ENERGY CORP | 7,768 | $1M | 0.1% | TRIM −13% |
| 137 | BXBLACKSTONE INC | 8,157 | $1M | 0.1% | TRIM −2% |
| 138 | MSMORGAN STANLEY | 7,032 | $1M | 0.1% | TRIM −4% |
| 139 | AMATAPPLIED MATLS INC | 4,767 | $1M | 0.1% | TRIM −3% |
| 140 | ACNACCENTURE PLC IRELAND | 4,531 | $1M | 0.1% | TRIM −13% |
| 141 | BMYBRISTOL-MYERS SQUIBB CO | 22,355 | $1M | 0.1% | TRIM −19% |
| 142 | VTRSVIATRIS INC | 96,682 | $1M | 0.1% | HOLD |
| 143 | KOCOCA COLA CO | 16,885 | $1M | 0.1% | HOLD |
| 144 | GLWCORNING INC | 13,467 | $1M | 0.1% | HOLD |
| 145 | VEAVANGUARD TAX-MANAGED FDS | 18,691 | $1M | 0.1% | TRIM −23% |
| 146 | VTWGVANGUARD SCOTTSDALE FDS | 4,909 | $1M | 0.1% | ADD 2% |
| 147 | VTVANGUARD INTL EQUITY INDEX F | 8,156 | $1M | 0.1% | ADD 14% |
| 148 | THCTenet Healthcare Corp. | 5,676 | $1M | 0.1% | ADD 35% |
| 149 | UNHUNITEDHEALTH GROUP INC | 3,372 | $1M | 0.1% | TRIM −7% |
| 150 | TLNTALEN ENERGY CORP | 2,963 | $1M | 0.1% | ADD 74% |
| 151 | UTENRBB FD INC | 25,050 | $1M | 0.1% | TRIM −85% |
| 152 | BLKBLACKROCK INC | 1,019 | $1M | 0.1% | TRIM −7% |
| 153 | GEVGE VERNOVA INC | 1,647 | $1M | 0.1% | TRIM −5% |
| 154 | SCHWSCHWAB CHARLES CORP | 10,773 | $1M | 0.1% | TRIM −7% |
| 155 | REETISHARES TR | 43,071 | $1M | 0.1% | ADD 8% |
| 156 | DISDISNEY WALT CO | 9,418 | $1M | 0.1% | ADD 24% |
| 157 | SCHPSCHWAB STRATEGIC TR | 40,390 | $1M | 0.1% | TRIM −43% |
| 158 | MCDMCDONALDS CORP | 3,471 | $1M | 0.1% | HOLD |
| 159 | PZAINVESCO EXCH TRADED FD TR II | 45,260 | $1M | 0.1% | HOLD |
| 160 | CQQQINVESCO EXCH TRADED FD TR II | 20,136 | $1M | 0.1% | TRIM −9% |
| 161 | VSTVISTRA CORP | 6,398 | $1M | 0.1% | ADD 75% |
| 162 | HOMBHOME BANCSHARES INC | 36,390 | $1M | 0.1% | HOLD |
| 163 | SOLENO THERAPEUTICS INC | 21,817 | $1M | 0.1% | NEW |
| 164 | BACBANK AMERICA CORP | 18,207 | $1M | 0.1% | TRIM −11% |
| 165 | HYMBSPDR SERIES TRUST | 39,884 | $994,707 | 0.1% | TRIM −25% |
| 166 | TJXTJX COS INC NEW | 6,363 | $977,420 | 0.1% | TRIM −12% |
| 167 | VTEBVANGUARD MUN BD FDS | 19,310 | $971,100 | 0.1% | HOLD |
| 168 | NOWSERVICENOW INC | 6,267 | $960,042 | 0.1% | ADD 481% |
| 169 | ADBEADOBE INC | 2,740 | $958,973 | 0.1% | ADD 55% |
| 170 | CTVACORTEVA INC | 14,237 | $954,306 | 0.1% | HOLD |
| 171 | DUKDUKE ENERGY CORP NEW | 8,029 | $940,962 | 0.1% | ADD 2% |
| 172 | DCIDONALDSON INC | 10,334 | $916,212 | 0.1% | HOLD |
| 173 | USBUS BANCORP | 16,852 | $899,222 | 0.1% | HOLD |
| 174 | NFLXNETFLIX INC | 9,489 | $889,688 | 0.1% | ADD 885% |
| 175 | HONHONEYWELL INTL INC | 4,436 | $865,419 | 0.1% | HOLD |
| 176 | CHECHEMED CORP NEW | 2,000 | $855,720 | 0.1% | HOLD |
| 177 | CEGCONSTELLATION ENERGY CORP | 2,421 | $855,267 | 0.1% | HOLD |
| 178 | URNMSPROTT FDS TR | 15,351 | $842,616 | 0.1% | NEW |
| 179 | WMWASTE MGMT INC DEL | 3,823 | $839,731 | 0.1% | TRIM −4% |
| 180 | CMCSACOMCAST CORP NEW | 27,935 | $834,975 | 0.1% | ADD 16% |
| 181 | DOVDOVER CORP | 4,232 | $826,256 | 0.1% | HOLD |
| 182 | TXNTEXAS INSTRS INC | 4,705 | $816,270 | 0.1% | TRIM −3% |
| 183 | ICLRICON PLC | 4,459 | $812,519 | 0.1% | HOLD |
| 184 | SNYSANOFI SA | 16,621 | $805,454 | 0.1% | TRIM −44% |
| 185 | CSXCSX CORP | 22,194 | $804,532 | 0.1% | HOLD |
| 186 | LMTLOCKHEED MARTIN CORP | 1,638 | $792,251 | 0.1% | TRIM −3% |
| 187 | ROPROPER TECHNOLOGIES INC | 1,726 | $768,294 | 0.1% | HOLD |
| 188 | TTTRANE TECHNOLOGIES PLC | 1,946 | $757,383 | 0.1% | HOLD |
| 189 | DHRDANAHER CORP DEL | 3,244 | $742,617 | 0.1% | HOLD |
| 190 | AMTAMERICAN TOWER CORP | 4,226 | $741,783 | 0.1% | HOLD |
| 191 | CCLCARNIVAL CORP | 24,213 | $739,465 | 0.1% | ADD 161% |
| 192 | FDXFEDEX CORP | 2,508 | $724,461 | 0.1% | ADD 16% |
| 193 | ADIANALOG DEVICES INC | 2,669 | $723,833 | 0.1% | HOLD |
| 194 | ITBISHARES TR | 7,020 | $676,026 | 0.1% | HOLD |
| 195 | SYKSTRYKER CORPORATION | 1,920 | $674,822 | 0.1% | ADD 126% |
| 196 | ASNDASCENDIS PHARMA A/S | 3,067 | $654,007 | 0.1% | NEW |
| 197 | KWEBKRANESHARES TRUST CSI CHI INTERNET | 18,327 | $624,034 | 0.1% | NEW |
| 198 | EFGISHARES TR | 5,365 | $611,181 | 0.1% | TRIM −8% |
| 199 | PWRQUANTA SVCS INC | 1,425 | $601,436 | 0.1% | ADD 18% |
| 200 | TMUST-MOBILE US INC | 2,955 | $599,983 | 0.1% | ADD 35% |
Where this firm's principals came from and which firms its alumni went on to found.