Gratus Capital, LLC

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CIK 1652103

13F portfolio (2024-Q2)

$2.5B

Positions

371

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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.

Implied return what this book implies · modeled, not advice methodology →

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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.

Exposures · what this manager owns, by sector & size (2024-Q2)

Holdings

371

Top 5

26.4%

Top 10

35.5%

Effective N

44.9

HHI

0.022

This quarter

70 new · 0 exit →

By sector

Unclassified29.0%

Information Technology26.4%

Consumer Discretionary7.7%

Financials6.8%

Industrials6.7%

Health Care5.4%

Utilities4.9%

Communication Services4.4%

Other8.7%

By market cap

Mega (>$200B)38.5%

Unknown31.7%

Large ($10–200B)25.4%

Mid ($2–10B)3.0%

Small ($300M–2B)1.4%

Micro (<$300M)0.0%

By region

North America70.9%

Other29.0%

Asia-Pacific0.1%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	30.49%	105
Semiconductors & Semiconductor Equipment	11.15%	13
Technology Hardware & Equipment	8.79%	15
Software	5.50%	20
Specialty Retail	5.33%	13
Utilities	4.89%	12
Pharmaceuticals & Biotechnology	4.50%	20
Software & IT Services	3.53%	11
Oil, Gas & Consumable Fuels	2.91%	15
Capital Markets	2.20%	9
Banks	2.19%	15
Aerospace & Defense	2.09%	7
Machinery	1.94%	14
Commercial Services & Supplies	1.84%	12
Equity Real Estate Investment Trusts (REITs)	1.71%	13
Beverages	1.58%	3
Automobiles & Components	1.36%	3
Media & Entertainment	1.19%	3
Hotels, Restaurants & Leisure	0.79%	3
Marine	0.73%	3
Paper & Forest Products	0.68%	3
Metals & Mining	0.55%	7
Insurance	0.55%	10
Chemicals	0.55%	8
Diversified Telecommunication Services	0.54%	3
Food Products	0.48%	5
Life Sciences Tools & Services	0.46%	1
Health Care Equipment & Supplies	0.43%	5
Road & Rail	0.30%	2
Distributors	0.21%	5
Tobacco	0.15%	2
Construction & Engineering	0.11%	1
Electrical Equipment & Components	0.06%	3
Communications Equipment	0.06%	1
Food & Staples Retailing	0.05%	2
Industrial Conglomerates	0.04%	1
Entertainment	0.03%	1
Coal & Consumable Fuels	0.03%	1
Construction Materials	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	7.96%
2	AAPL	Apple Inc.	Information Technology	7.36%
3	VUG	VANGUARD INDEX FDS	Unclassified	5.38%
4	IEFA	ISHARES TR	Unclassified	3.46%
5	UYLD	ANGEL OAK FUNDS TRUST	Unclassified	2.28%
6	VGT	VANGUARD WORLD FD	Unclassified	2.16%
7	MSFT	MICROSOFT CORP	Information Technology	2.09%
8	VTHR	VANGUARD SCOTTSDALE FDS	Unclassified	1.88%
9	BRK.B	BERKSHIRE HATHAWAY INC	Financials	1.50%
10	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	1.48%

267/371 names classified · sector 71.0% of weight · industry 69.5% · mkt cap 68.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 39 quarters

Consumer StaplesKO, PEP, COKE, PM, TSN · other

Information TechnologyMSFT, AAPL, NVDA, AVGO, U · other

Health CareJNJ, ABBV, ABT, PFE, GILD · other

IndustrialsLMT, MMM, RSG, GGG, RTX · other

Consumer DiscretionaryCOST, AMZN, TGT, WMT, TSLA · other

FinancialsJPM, VIRT, BRK.B, BX, LOB · other

Communication ServicesGOOGL, VZ, CMCSA, DIS, NFLX · other

UtilitiesWMB, DUK, DTE, D, BIPC · other

EnergyPSX, XOM, EOG, EQT, BP · other

MaterialsIP, NWL, ALB, LYB, BHP · other

Real EstateCCI, WY, STWD, DLR, IRM · other

UnclassifiedDGRO, IEFA, VUG, GSY, IGRO · other

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: 71.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2024-Q2), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (217 classified)Gratus Capital, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsCommunication ServicesHealth CareUtilitiesEnergyConsumer StaplesReal EstateMaterials

Style box summary for Gratus Capital, LLC: centroid Large Core. Heaviest cells: Large Growth 27.5%, Large Core 12.9%, Large Value 8.6%.

Classified: 63.5% of book weight (217/360 names) · unclassified 36.5%: VUG, IEFA, UYLD, VGT, VTHR, BRK.B, SPY, ICSH, DGRO, XMHQ +133 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 371 positions (2024-Q2) · largest first · Δ vs 2024-Q1

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	1,598,886	$198M	8.0%	ADD 853%
2	AAPLAPPLE INC	866,440	$182M	7.4%	ADD 34%
3	VUGVANGUARD INDEX FDS	356,984	$134M	5.4%	HOLD
4	IEFAISHARES TR	1,180,715	$86M	3.5%	ADD 4%
5	UYLDANGEL OAK FUNDS TRUST	1,113,506	$57M	2.3%	ADD 6%
6	VGTVANGUARD WORLD FD	92,732	$53M	2.2%	HOLD
7	MSFTMICROSOFT CORP	115,907	$52M	2.1%	ADD 22%
8	VTHRVANGUARD SCOTTSDALE FDS	194,586	$47M	1.9%	ADD 2%
9	BRK.BBERKSHIRE HATHAWAY INC DEL	91,602	$37M	1.5%	ADD 6%
10	SPYSTATE STR SPDR S&P 500 ETF T	67,278	$37M	1.5%	HOLD
11	JPMJPMORGAN CHASE & CO	173,117	$35M	1.4%	ADD 5%
12	GOOGLALPHABET INC	189,391	$34M	1.4%	ADD 5%
13	TSLATESLA INC	163,743	$32M	1.3%	HOLD
14	WMTWALMART INC	467,519	$32M	1.3%	ADD 2%
15	KOCOCA COLA CO	484,480	$31M	1.2%	ADD 134%
16	COSTCOSTCO WHSL CORP NEW	33,371	$28M	1.1%	ADD 4%
17	NFLXNETFLIX INC	41,882	$28M	1.1%	HOLD
18	ICSHISHARES TR	550,609	$28M	1.1%	ADD 164%
19	AMZNAMAZON COM INC	139,344	$27M	1.1%	ADD 6%
20	WMBWILLIAMS COS INC	622,226	$26M	1.1%	ADD 3%
21	PSXPHILLIPS 66	181,408	$26M	1.0%	ADD 3%
22	DGROISHARES CORE DIVIDEND GROWTH ETF	419,637	$24M	1.0%	HOLD
23	XMHQINVESCO EXCHANGE TRADED FD T	244,957	$24M	1.0%	HOLD
24	RTXRTX CORPORATION	232,682	$23M	0.9%	ADD 3%
25	METAMETA PLATFORMS INC	44,308	$22M	0.9%	ADD 66%
26	FBNDFIDELITY TOTAL BOND ETF	493,092	$22M	0.9%	ADD 2%
27	LRCXLAM RESEARCH	20,568	$22M	0.9%	ADD 3%
28	FNDXSCHWAB STRATEGIC TR	322,098	$22M	0.9%	HOLD
29	DLRDIGITAL RLTY TR INC	134,661	$20M	0.8%	ADD 3%
30	MRKMERCK & CO INC	162,476	$20M	0.8%	ADD 8%
31	RSGREPUBLIC SVCS INC	102,459	$20M	0.8%	ADD 2%
32	LMTLOCKHEED MARTIN CORP	42,353	$20M	0.8%	HOLD
33	VIRTVIRTU FINL INC	876,653	$20M	0.8%	ADD 2%
34	AMDADVANCED MICRO DEVICES INC	119,496	$19M	0.8%	ADD 7%
35	JNJJOHNSON & JOHNSON	129,670	$19M	0.8%	ADD 7%
36	KLACKLA CORP	22,810	$19M	0.8%	TRIM −27%
37	MCDMCDONALDS CORP	72,817	$19M	0.7%	ADD 3%
38	BIPCBrookfield Infrastructure Corp	523,429	$18M	0.7%	ADD 23%
39	SBLKSTAR BULK CARRIERS CORP.	719,747	$18M	0.7%	ADD 3%
40	AMTAMERICAN TOWER CORP	87,845	$17M	0.7%	ADD 104%
41	CMECME GROUP INC	86,703	$17M	0.7%	ADD 3%
42	GNKGENCO SHIPPING & TRADING LTD	797,096	$17M	0.7%	ADD 3%
43	AVGOBROADCOM INC	10,507	$17M	0.7%	TRIM −26%
44	KMIKINDER MORGAN INC DEL	837,868	$17M	0.7%	ADD 29%
45	DTMDT MIDSTREAM INC	233,217	$17M	0.7%	ADD 2%
46	JCPBJ P MORGAN EXCHANGE TRADED F	348,833	$16M	0.7%	ADD 3%
47	IPINTERNATIONAL PAPER CO	370,271	$16M	0.6%	ADD 68%
48	HDHOME DEPOT INC	46,003	$16M	0.6%	ADD 9%
49	BJBJS WHSL CLUB HLDGS INC	178,874	$16M	0.6%	ADD 2%
50	DTEDTE ENERGY CO	138,964	$15M	0.6%	ADD 4%
51	DUKDUKE ENERGY CORP NEW	153,871	$15M	0.6%	ADD 3%
52	AMGNAMGEN INC	47,852	$15M	0.6%	ADD 3%
53	PTGXPROTAGONIST THERAPEUTICS INC	418,346	$14M	0.6%	ADD 2%
54	MUNIPIMCO Intermediate Muni Bd Actv - ETF	262,688	$14M	0.6%	ADD 4%
55	EOGEOG RES INC	108,050	$14M	0.5%	ADD 2%
56	UBERUBER TECHNOLOGIES INC	178,421	$13M	0.5%	TRIM −24%
57	HMOPHARTFORD FDS EXCHANGE TRADED	335,034	$13M	0.5%	ADD 6%
58	VZVERIZON COMMUNICATIONS INC	302,352	$12M	0.5%	ADD 3%
59	TEVATEVA PHARMACEUTICAL INDS LTD	760,289	$12M	0.5%	HOLD
60	FANGDIAMONDBACK ENERGY INC	60,825	$12M	0.5%	ADD 4%
61	MRVLMARVELL TECHNOLOGY INC	174,159	$12M	0.5%	ADD 3%
62	CTRACOTERRA ENERGY INC	438,672	$12M	0.5%	ADD 2%
63	CRWDCROWDSTRIKE HLDGS INC	29,857	$11M	0.5%	TRIM −39%
64	IQVIQVIA HLDGS INC	53,656	$11M	0.5%	ADD 4%
65	CCJCAMECO CORP	226,988	$11M	0.5%	NEW
66	SHOPSHOPIFY INC	166,735	$11M	0.4%	ADD 13%
67	EFGISHARES TR	105,696	$11M	0.4%	ADD 4%
68	FNDFSCHWAB STRATEGIC TR	306,689	$11M	0.4%	ADD 3%
69	PFEPFIZER INC	369,718	$10M	0.4%	ADD 8%
70	GFSGLOBALFOUNDRIES INC	200,189	$10M	0.4%	ADD 3%
71	ARMARM HOLDINGS PLC	60,165	$10M	0.4%	NEW
72	ZSZSCALER INC	50,530	$10M	0.4%	NEW
73	UTZUTZ BRANDS INC	583,117	$10M	0.4%	ADD 3%
74	DVNDEVON ENERGY CORP NEW	204,374	$10M	0.4%	ADD 4%
75	GOOGALPHABET INC	51,676	$9M	0.4%	ADD 10%
76	SNOWSNOWFLAKE INC	68,161	$9M	0.4%	ADD 2%
77	GSSTGOLDMAN SACHS ETF TR	172,927	$9M	0.4%	ADD 26%
78	CBOECBOE GLOBAL MKTS INC	50,403	$9M	0.3%	ADD 3%
79	OKTAOKTA INC	91,082	$9M	0.3%	ADD 3%
80	BSYBENTLEY SYS INC	171,907	$8M	0.3%	HOLD
81	GTLBGITLAB INC	165,777	$8M	0.3%	ADD 3%
82	ETNEATON CORP PLC	25,956	$8M	0.3%	ADD 6%
83	CONFLUENT INC	273,617	$8M	0.3%	ADD 3%
84	NTNXNUTANIX INC	141,578	$8M	0.3%	ADD 36%
85	IWFISHARES TR	20,772	$8M	0.3%	HOLD
86	PGPROCTER AND GAMBLE CO	44,380	$7M	0.3%	ADD 259%
87	SFBSSERVISFIRST BANCSHARES INC	110,549	$7M	0.3%	HOLD
88	VVISA INC	26,495	$7M	0.3%	ADD 61%
89	ZMZOOM COMMUNICATIONS INC	116,919	$7M	0.3%	ADD 3%
90	NVONOVO-NORDISK A S	44,186	$6M	0.3%	ADD 40%
91	UPSUNITED PARCEL SERVICE INC	45,812	$6M	0.3%	HOLD
92	OKLOOKLO INC	739,872	$6M	0.3%	NEW
93	BDXBECTON DICKINSON & CO	25,855	$6M	0.2%	HOLD
94	ICEINTERCONTINENTAL EXCHANGE IN	41,691	$6M	0.2%	NEW
95	ORLYOREILLY AUTOMOTIVE INC	5,024	$5M	0.2%	HOLD
96	TENBTENABLE HLDGS INC	112,603	$5M	0.2%	NEW
97	MDBMONGODB INC	19,334	$5M	0.2%	ADD 4%
98	COKECOCA COLA CONS INC	4,319	$5M	0.2%	HOLD
99	AONAON PLC	15,567	$5M	0.2%	HOLD
100	ALABASTERA LABS INC	74,781	$5M	0.2%	NEW
101	NOCNORTHROP GRUMMAN CORP	10,001	$4M	0.2%	HOLD
102	LOWLOWES COS INC	19,722	$4M	0.2%	ADD 10%
103	ARCADIUM LITHIUM PLC	1,286,492	$4M	0.2%	ADD 152%
104	LLYELI LILLY & CO	4,741	$4M	0.2%	ADD 8%
105	GGGGRACO INC	51,755	$4M	0.2%	ADD 6%
106	ZBRAZEBRA TECHNOLOGIES CORPORATI	12,285	$4M	0.2%	HOLD
107	UNHUNITEDHEALTH GROUP INC	7,115	$4M	0.1%	TRIM −12%
108	PEPPEPSICO INC	21,750	$4M	0.1%	ADD 56%
109	ORCLORACLE CORP	25,399	$4M	0.1%	ADD 2%
110	TERTERADYNE INC	24,039	$4M	0.1%	HOLD
111	EPDENTERPRISE PRODS PARTNERS L	122,230	$4M	0.1%	ADD 153%
112	ITWILLINOIS TOOL WKS INC	14,700	$3M	0.1%	HOLD
113	TELTE CONNECTIVITY LTD	21,044	$3M	0.1%	HOLD
114	INDAISHARES TR	56,750	$3M	0.1%	ADD 14%
115	DIASPDR DOW JONES INDL AVERAGE	7,937	$3M	0.1%	HOLD
116	DHRDANAHER CORP DEL	12,343	$3M	0.1%	NEW
117	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$3M	0.1%	HOLD
118	XOMEXXON MOBIL CORP	26,557	$3M	0.1%	HOLD
119	VOOVANGUARD INDEX FDS	6,093	$3M	0.1%	ADD 58%
120	SCHDSCHWAB STRATEGIC TR	37,954	$3M	0.1%	TRIM −4%
121	VTIVANGUARD INDEX FDS	10,967	$3M	0.1%	TRIM −20%
122	INTCINTEL CORP	90,189	$3M	0.1%	ADD 14%
123	AXAXOS FINANCIAL INC	48,393	$3M	0.1%	HOLD
124	BABOEING CO	14,901	$3M	0.1%	ADD 7%
125	SYKSTRYKER CORPORATION	7,676	$3M	0.1%	ADD 13%
126	NVRNVR INC	344	$3M	0.1%	HOLD
127	PMPHILIP MORRIS INTL INC	25,406	$3M	0.1%	ADD 177%
128	ADBEADOBE INC	4,312	$2M	0.1%	ADD 8%
129	BACBANK AMERICA CORP	60,061	$2M	0.1%	ADD 9%
130	IMTXIMMATICS N.V	205,390	$2M	0.1%	ADD 5%
131	ABBVABBVIE INC	13,912	$2M	0.1%	ADD 10%
132	RPMRPM INTL INC	22,011	$2M	0.1%	HOLD
133	IMUXIMMUNIC INC	2,109,664	$2M	0.1%	ADD 3%
134	HUMHUMANA INC	6,170	$2M	0.1%	HOLD
135	IDXXIDEXX LABS INC	4,727	$2M	0.1%	HOLD
136	NBNNORTHEAST BK PORTLAND ME	36,628	$2M	0.1%	HOLD
137	EQTYVALUED ADVISERS TR	101,671	$2M	0.1%	HOLD
138	CSCOCISCO SYS INC	45,424	$2M	0.1%	ADD 9%
139	IBMINTERNATIONAL BUSINESS MACHS	12,019	$2M	0.1%	ADD 8%
140	IWBISHARES TR	6,850	$2M	0.1%	ADD 13%
141	CVXCHEVRON CORP NEW	12,984	$2M	0.1%	ADD 2%
142	IWMISHARES TR	9,103	$2M	0.1%	HOLD
143	GSGOLDMAN SACHS GROUP INC	4,055	$2M	0.1%	TRIM −2%
144	TXNTEXAS INSTRS INC	9,270	$2M	0.1%	ADD 13%
145	LECOLINCOLN ELEC HLDGS INC	9,298	$2M	0.1%	HOLD
146	MAMASTERCARD INCORPORATED	3,908	$2M	0.1%	ADD 9%
147	AXPAMERICAN EXPRESS CO	7,427	$2M	0.1%	ADD 9%
148	TFCTRUIST FINL CORP	42,766	$2M	0.1%	HOLD
149	BSMBLACK STONE MINERALS L P	105,480	$2M	0.1%	NEW
150	AIC3 AI INC	54,510	$2M	0.1%	NEW
151	IVVISHARES TR	2,857	$2M	0.1%	HOLD
152	ADPAUTOMATIC DATA PROCESSING IN	6,432	$2M	0.1%	HOLD
153	ABRARBOR REALTY TRUST INC	104,973	$2M	0.1%	HOLD
154	HPQHP INC	40,473	$1M	0.1%	HOLD
155	QCOMQUALCOMM INC	6,986	$1M	0.1%	ADD 8%
156	GPNGLOBAL PMTS INC	13,781	$1M	0.1%	HOLD
157	NSCNORFOLK SOUTHN CORP	5,973	$1M	0.1%	HOLD
158	VIGVANGUARD SPECIALIZED FUNDS	6,817	$1M	0.1%	TRIM −2%
159	CLCOLGATE PALMOLIVE CO	12,801	$1M	0.1%	ADD 30%
160	VOOGVANGUARD ADMIRAL FDS INC	3,673	$1M	0.0%	ADD 37%
161	PPGPPG INDS INC	9,464	$1M	0.0%	ADD 7%
162	MOALTRIA GROUP INC	25,883	$1M	0.0%	ADD 186%
163	INTEGRAL AD SCIENCE HLDNG CO	120,040	$1M	0.0%	ADD 9%
164	DEDEERE & CO	3,098	$1M	0.0%	ADD 3%
165	FFORD MTR CO	92,076	$1M	0.0%	TRIM −8%
166	VITAL ENERGY INC	25,000	$1M	0.0%	HOLD
167	XLFSELECT SECTOR SPDR TR	27,076	$1M	0.0%	ADD 4%
168	WTMWHITE MTNS INS GROUP LTD	608	$1M	0.0%	HOLD
169	UNITED STATES STL CORP NEW	28,922	$1M	0.0%	NEW
170	ETENERGY TRANSFER L P	67,171	$1M	0.0%	ADD 20%
171	ROPROPER TECHNOLOGIES INC	1,901	$1M	0.0%	ADD 46%
172	EMREMERSON ELEC CO	9,673	$1M	0.0%	ADD 3%
173	MINTPIMCO ETF TR	10,472	$1M	0.0%	HOLD
174	EWEDWARDS LIFESCIENCES CORP	11,303	$1M	0.0%	ADD 14%
175	MMM3M CO	10,031	$1M	0.0%	ADD 3%
176	VRSKVERISK ANALYTICS INC	3,771	$1M	0.0%	HOLD
177	VYMVANGUARD WHITEHALL FDS	8,535	$1M	0.0%	ADD 22%
178	CHTRCHARTER COMMUNICATIONS INC	3,369	$1M	0.0%	HOLD
179	AAPADVANCE AUTO PARTS INC	15,874	$1M	0.0%	ADD 19%
180	VETVERMILION ENERGY INC	90,000	$990,900	0.0%	HOLD
181	ACIALBERTSONS COS INC	50,000	$987,500	0.0%	ADD 100%
182	SCHISCHWAB STRATEGIC TR	22,029	$971,479	0.0%	ADD 6%
183	TGTTARGET CORP	6,517	$964,838	0.0%	HOLD
184	TTDTHE TRADE DESK INC	9,831	$960,194	0.0%	ADD 44%
185	TITNTITAN MACHY INC	60,000	$954,000	0.0%	NEW
186	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	9,185	$926,208	0.0%	HOLD
187	EEMISHARES TR	20,720	$882,465	0.0%	ADD 3%
188	PGXINVESCO EXCH TRADED FD TR II	75,000	$866,250	0.0%	HOLD
189	DISDISNEY WALT CO	8,688	$862,680	0.0%	ADD 57%
190	SYFSYNCHRONY FINANCIAL	18,029	$850,789	0.0%	NEW
191	LWLAMB WESTON HLDGS INC	10,101	$849,293	0.0%	NEW
192	NEENEXTERA ENERGY INC	11,948	$846,050	0.0%	TRIM −3%
193	VLOVALERO ENERGY CORP	5,360	$840,205	0.0%	ADD 48%
194	IWPISHARES TR	7,492	$826,766	0.0%	ADD 25%
195	MPCMARATHON PETE CORP	4,725	$819,693	0.0%	HOLD
196	HSYHERSHEY CO	4,432	$814,735	0.0%	HOLD
197	STNGSCORPIO TANKERS INC	10,000	$812,900	0.0%	HOLD
198	NNNEXTNAV INC	100,000	$811,000	0.0%	HOLD
199	EGPEASTGROUP PPTYS INC	4,693	$798,280	0.0%	HOLD
200	PFFDGLOBAL X FDS	40,000	$787,200	0.0%	HOLD

showing the top 200 by weight

☆Gratus Capital, LLC