CIK 1674581
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q4. 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 | 87.34% | 47 |
| Technology Hardware & Equipment | 1.84% | 6 |
| Software | 1.71% | 11 |
| Pharmaceuticals & Biotechnology | 1.59% | 14 |
| Semiconductors & Semiconductor Equipment | 0.99% | 7 |
| Banks | 0.84% | 17 |
| Specialty Retail | 0.64% | 9 |
| Commercial Services & Supplies | 0.62% | 12 |
| Machinery | 0.58% | 7 |
| Software & IT Services | 0.57% | 7 |
| Chemicals | 0.51% | 5 |
| Insurance | 0.35% | 9 |
| Utilities | 0.31% | 11 |
| Capital Markets | 0.24% | 7 |
| Media & Entertainment | 0.22% | 3 |
| Oil, Gas & Consumable Fuels | 0.22% | 2 |
| Health Care Equipment & Supplies | 0.17% | 4 |
| Diversified Telecommunication Services | 0.17% | 4 |
| Hotels, Restaurants & Leisure | 0.17% | 4 |
| Communications Equipment | 0.15% | 4 |
| Beverages | 0.10% | 3 |
| Aerospace & Defense | 0.09% | 2 |
| Automobiles & Components | 0.09% | 3 |
| Transportation Infrastructure | 0.06% | 2 |
| Road & Rail | 0.06% | 1 |
| Electrical Equipment & Components | 0.06% | 2 |
| Metals & Mining | 0.05% | 2 |
| Construction Materials | 0.03% | 1 |
| Household Durables | 0.03% | 1 |
| Entertainment | 0.03% | 1 |
| Distributors | 0.03% | 1 |
| Professional Services | 0.03% | 1 |
| Media & Publishing | 0.03% | 1 |
| Paper & Forest Products | 0.03% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.03% | 1 |
| Tobacco | 0.03% | 1 |
| Real Estate Management & Development | 0.02% | 1 |
| Construction & Engineering | 0.02% | 1 |
| Marine | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | Unclassified | 18.04% |
| 2 | BRK.A | BERKSHIRE HATHAWAY INC DEL | Unclassified | 12.58% |
| 3 | VTV | VANGUARD INDEX FDS | Unclassified | 10.64% |
| 4 | QUAL | ISHARES TR | Unclassified | 7.10% |
| 5 | VUG | VANGUARD INDEX FDS | Unclassified | 6.95% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | Unclassified | 6.39% |
| 7 | AGG | ISHARES TR | Unclassified | 6.10% |
| 8 | DFLV | DIMENSIONAL ETF TRUST | Unclassified | 5.04% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | Unclassified | 3.49% |
| 10 | DFSV | DIMENSIONAL ETF TRUST | Unclassified | 3.33% |
171/217 names classified · sector 13.1% of weight · industry 12.7% · mkt cap 11.8%; 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: 13.1% of the book is sector-classified (unclassified names shown, never dropped).
Only 11% of book weight classified — the grid is NOT representative of the whole book.
Classified: 11.2% of book weight (133/217 names) · unclassified 88.8%: DFAI, BRK.A, VTV, QUAL, VUG, DFAE, AGG, DFLV, VGIT, DFSV +74 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 | DFAIDIMENSIONAL ETF TRUST | 5,709,320 | $185M | 18.0% | ADD 2% |
| 2 | BRK.ABERKSHIRE HATHAWAY INC DEL | 161 | $129M | 12.6% | HOLD |
| 3 | VTVVANGUARD INDEX FDS | 654,529 | $109M | 10.6% | ADD 2% |
| 4 | QUALISHARES TR | 429,606 | $73M | 7.1% | ADD 3% |
| 5 | VUGVANGUARD INDEX FDS | 188,141 | $71M | 6.9% | HOLD |
| 6 | DFAEDIMENSIONAL ETF TRUST | 2,519,591 | $65M | 6.4% | ADD 2% |
| 7 | AGGISHARES TR | 630,748 | $62M | 6.1% | ADD 9% |
| 8 | DFLVDIMENSIONAL ETF TRUST | 1,774,258 | $52M | 5.0% | ADD 4% |
| 9 | VGITVANGUARD SCOTTSDALE FDS | 596,112 | $36M | 3.5% | ADD 5% |
| 10 | DFSVDIMENSIONAL ETF TRUST | 1,283,027 | $34M | 3.3% | ADD 5% |
| 11 | VBVANGUARD INDEX FDS | 124,417 | $27M | 2.6% | ADD 4% |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 346,225 | $17M | 1.7% | ADD 4% |
| 13 | AAPLAPPLE INC | 73,811 | $16M | 1.5% | TRIM −7% |
| 14 | LLYELI LILLY & CO | 9,889 | $9M | 0.9% | HOLD |
| 15 | MSFTMICROSOFT CORP | 21,658 | $9M | 0.8% | HOLD |
| 16 | BRK.BBERKSHIRE HATHAWAY INC DEL | 8,244 | $4M | 0.4% | ADD 9% |
| 17 | NUSCNUSHARES ETF TR | 107,029 | $4M | 0.4% | ADD 3% |
| 18 | NVDANVIDIA CORPORATION | 36,328 | $4M | 0.4% | TRIM −8% |
| 19 | NUEMNUSHARES ETF TR | 131,725 | $4M | 0.4% | HOLD |
| 20 | NULGNUSHARES ETF TR | 47,032 | $4M | 0.4% | ADD 3% |
| 21 | AVGOBROADCOM INC | 18,237 | $4M | 0.3% | HOLD |
| 22 | LRCXLAM RESEARCH CORP | 47,884 | $3M | 0.3% | HOLD |
| 23 | CRMSALESFORCE INC | 10,400 | $3M | 0.3% | HOLD |
| 24 | ORCLORACLE CORP | 17,384 | $2M | 0.2% | ADD 3% |
| 25 | NKENIKE INC | 42,746 | $2M | 0.2% | ADD 4% |
| 26 | PGPROCTER AND GAMBLE CO | 12,602 | $2M | 0.2% | HOLD |
| 27 | GOOGLALPHABET INC | 12,304 | $2M | 0.2% | TRIM −2% |
| 28 | AMZNAMAZON COM INC | 9,872 | $2M | 0.2% | ADD 3% |
| 29 | GOOGALPHABET INC | 9,781 | $2M | 0.2% | ADD 7% |
| 30 | XOMEXXON MOBIL CORP | 13,722 | $1M | 0.1% | HOLD |
| 31 | VVISA INC | 3,808 | $1M | 0.1% | ADD 9% |
| 32 | NFLXNETFLIX INC | 1,157 | $1M | 0.1% | TRIM −13% |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 5,380 | $1M | 0.1% | HOLD |
| 34 | COSTCOSTCO WHSL CORP NEW | 1,274 | $1M | 0.1% | HOLD |
| 35 | ABTABBOTT LABS | 9,556 | $1M | 0.1% | TRIM −14% |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,259 | $1M | 0.1% | HOLD |
| 37 | HDHOME DEPOT INC | 3,322 | $1M | 0.1% | ADD 14% |
| 38 | IVVISHARES TR | 2,079 | $1M | 0.1% | ADD 15% |
| 39 | USBUS BANCORP | 28,265 | $1M | 0.1% | TRIM −18% |
| 40 | VCSHVANGUARD SCOTTSDALE FDS | 14,335 | $1M | 0.1% | TRIM −19% |
| 41 | STIPISHARES TR | 10,963 | $1M | 0.1% | TRIM −13% |
| 42 | UNHUNITEDHEALTH GROUP INC | 2,736 | $1M | 0.1% | ADD 30% |
| 43 | JNJJOHNSON & JOHNSON | 7,038 | $1M | 0.1% | TRIM −11% |
| 44 | ITOTISHARES TR | 9,034 | $1M | 0.1% | TRIM −35% |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 5,710 | $1M | 0.1% | HOLD |
| 46 | NUBDNUSHARES ETF TR | 48,367 | $1M | 0.1% | ADD 2% |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 20,042 | $1M | 0.1% | HOLD |
| 48 | SAPSAP SE | 3,526 | $1M | 0.1% | TRIM −2% |
| 49 | CSCOCISCO SYS INC | 16,956 | $978,864 | 0.1% | TRIM −5% |
| 50 | METAMETA PLATFORMS INC | 1,782 | $978,434 | 0.1% | HOLD |
| 51 | VTVANGUARD INTL EQUITY INDEX F | 8,306 | $968,499 | 0.1% | ADD 122% |
| 52 | MAMASTERCARD INCORPORATED | 1,719 | $943,260 | 0.1% | ADD 29% |
| 53 | SBUXSTARBUCKS CORP | 11,662 | $933,572 | 0.1% | TRIM −3% |
| 54 | IBNICICI BANK LIMITED | 27,445 | $921,054 | 0.1% | HOLD |
| 55 | ISTBISHARES TR | 18,701 | $908,503 | 0.1% | ADD 13% |
| 56 | BANCBANC OF CALIFORNIA INC | 67,093 | $904,416 | 0.1% | ADD 2% |
| 57 | AXPAMERICAN EXPRESS CO | 3,238 | $865,280 | 0.1% | TRIM −11% |
| 58 | RELXRELX PLC | 15,313 | $836,549 | 0.1% | HOLD |
| 59 | JPMJPMORGAN CHASE & CO | 3,343 | $817,744 | 0.1% | ADD 21% |
| 60 | CVXCHEVRON CORP NEW | 5,745 | $781,665 | 0.1% | HOLD |
| 61 | MRKMERCK & CO INC | 9,014 | $767,985 | 0.1% | HOLD |
| 62 | QCOMQUALCOMM INC | 5,098 | $756,914 | 0.1% | TRIM −5% |
| 63 | RTXRTX CORPORATION | 5,744 | $724,490 | 0.1% | HOLD |
| 64 | SPOTSPOTIFY TECHNOLOGY S A | 1,177 | $722,654 | 0.1% | ADD 54% |
| 65 | CATCATERPILLAR INC | 2,263 | $703,148 | 0.1% | ADD 12% |
| 66 | VTIVANGUARD INDEX FDS | 2,495 | $680,600 | 0.1% | NEW |
| 67 | AMGNAMGEN INC | 2,308 | $671,377 | 0.1% | TRIM −12% |
| 68 | BSXBOSTON SCIENTIFIC CORP | 6,441 | $662,586 | 0.1% | ADD 4% |
| 69 | IWFISHARES TR | 1,679 | $615,844 | 0.1% | TRIM −8% |
| 70 | HSBCHSBC HLDGS PLC | 10,964 | $614,861 | 0.1% | TRIM −4% |
| 71 | NVSNOVARTIS AG | 5,401 | $612,959 | 0.1% | TRIM −34% |
| 72 | LYGLLOYDS BANKING GROUP PLC | 149,993 | $607,997 | 0.1% | HOLD |
| 73 | WMTWALMART INC | 5,948 | $578,407 | 0.1% | TRIM −3% |
| 74 | SPYGSPDR SERIES TRUST STATE STREET SPD | 6,975 | $571,950 | 0.1% | HOLD |
| 75 | UNPUNION PAC CORP | 2,638 | $568,812 | 0.1% | TRIM −12% |
| 76 | GSGOLDMAN SACHS GROUP INC | 1,028 | $562,881 | 0.1% | HOLD |
| 77 | VGTVANGUARD WORLD FD | 1,017 | $558,540 | 0.1% | ADD 70% |
| 78 | ELVELEVANCE HEALTH INC FORMERLY | 1,328 | $558,530 | 0.1% | NEW |
| 79 | PFEPFIZER INC | 22,847 | $557,695 | 0.1% | ADD 7% |
| 80 | SPGIS&P GLOBAL INC | 1,090 | $545,055 | 0.1% | ADD 2% |
| 81 | MSMORGAN STANLEY | 4,638 | $539,648 | 0.1% | HOLD |
| 82 | SYKSTRYKER CORPORATION | 1,430 | $534,685 | 0.1% | ADD 9% |
| 83 | DFACDIMENSIONAL ETF TRUST | 16,156 | $521,354 | 0.1% | NEW |
| 84 | HUBSHUBSPOT INC | 850 | $519,775 | 0.1% | HOLD |
| 85 | SSENTINELONE INC | 28,054 | $518,999 | 0.1% | HOLD |
| 86 | TJXTJX COS INC NEW | 3,989 | $513,305 | 0.1% | ADD 25% |
| 87 | TAT&T INC | 18,516 | $512,895 | 0.1% | TRIM −3% |
| 88 | AMATAPPLIED MATLS INC | 3,321 | $500,508 | 0.0% | TRIM −5% |
| 89 | TMUST-MOBILE US INC | 1,996 | $492,912 | 0.0% | HOLD |
| 90 | ACNACCENTURE PLC IRELAND | 1,605 | $482,094 | 0.0% | ADD 4% |
| 91 | KOCOCA COLA CO | 6,639 | $481,654 | 0.0% | TRIM −8% |
| 92 | ABBVABBVIE INC | 2,447 | $481,251 | 0.0% | TRIM −31% |
| 93 | ADBEADOBE INC | 1,283 | $481,099 | 0.0% | ADD 12% |
| 94 | SMFGSUMITOMO MITSUI FINL GROUP I | 33,694 | $478,455 | 0.0% | HOLD |
| 95 | HDBHDFC BANK LTD | 6,548 | $475,974 | 0.0% | TRIM −7% |
| 96 | ASMLASML HOLDING N V | 707 | $473,811 | 0.0% | ADD 6% |
| 97 | VRTXVERTEX PHARMACEUTICALS INC | 924 | $470,778 | 0.0% | TRIM −10% |
| 98 | IQLTISHARES TR | 11,402 | $470,209 | 0.0% | ADD 12% |
| 99 | BNDVANGUARD BD INDEX FDS | 6,322 | $464,667 | 0.0% | HOLD |
| 100 | VZVERIZON COMMUNICATIONS INC | 10,544 | $464,577 | 0.0% | ADD 21% |
| 101 | TRGPTARGA RES CORP | 2,623 | $450,894 | 0.0% | HOLD |
| 102 | MELIMERCADOLIBRE INC | 189 | $440,531 | 0.0% | TRIM −13% |
| 103 | ADPAUTOMATIC DATA PROCESSING IN | 1,454 | $437,072 | 0.0% | ADD 21% |
| 104 | WFCWELLS FARGO CO NEW | 6,103 | $433,374 | 0.0% | HOLD |
| 105 | TRAKREPOSITRAK INC | 20,000 | $432,363 | 0.0% | HOLD |
| 106 | EXCEXELON CORP | 9,093 | $426,462 | 0.0% | HOLD |
| 107 | PGRPROGRESSIVE CORP | 1,511 | $425,709 | 0.0% | TRIM −15% |
| 108 | QQQINVESCO QQQ TR | 863 | $410,401 | 0.0% | ADD 112% |
| 109 | INTCINTEL CORP | 20,253 | $407,078 | 0.0% | ADD 5% |
| 110 | SNYSANOFI SA | 7,320 | $402,234 | 0.0% | ADD 45% |
| 111 | BKNGBOOKING HOLDINGS INC | 77 | $392,645 | 0.0% | HOLD |
| 112 | NMRNOMURA HLDGS INC | 68,215 | $378,593 | 0.0% | TRIM −3% |
| 113 | BABAALIBABA GROUP HLDG LTD | 3,140 | $375,010 | 0.0% | TRIM −17% |
| 114 | FISVFISERV INC | 1,976 | $364,710 | 0.0% | TRIM −5% |
| 115 | BNYBANK NEW YORK MELLON CORP | 4,492 | $363,313 | 0.0% | HOLD |
| 116 | INTUINTUIT | 570 | $357,711 | 0.0% | ADD 24% |
| 117 | MLMMARTIN MARIETTA MATLS INC | 678 | $355,258 | 0.0% | TRIM −4% |
| 118 | JCIJOHNSON CONTROLS INTERNATION | 4,118 | $345,514 | 0.0% | ADD 6% |
| 119 | DHRDANAHER CORP DEL | 1,732 | $345,309 | 0.0% | ADD 77% |
| 120 | KBKB FINL GROUP INC | 5,459 | $343,808 | 0.0% | TRIM −2% |
| 121 | CHKPCHECK POINT SOFTWARE TECH LT | 1,563 | $343,172 | 0.0% | ADD 4% |
| 122 | DOVDOVER CORP | 1,986 | $338,911 | 0.0% | TRIM −21% |
| 123 | TSLATESLA INC | 1,190 | $335,647 | 0.0% | ADD 19% |
| 124 | TMFCRBB FD INC | 5,825 | $329,812 | 0.0% | TRIM −30% |
| 125 | VPUVANGUARD WORLD FD | 1,920 | $328,368 | 0.0% | NEW |
| 126 | WFWOORI FINANCIAL GROUP INC | 8,813 | $326,698 | 0.0% | TRIM −9% |
| 127 | EEMVISHARES INC | 5,476 | $325,888 | 0.0% | ADD 18% |
| 128 | SHWSHERWIN WILLIAMS CO | 902 | $318,334 | 0.0% | ADD 9% |
| 129 | ISRGINTUITIVE SURGICAL INC | 613 | $316,185 | 0.0% | TRIM −14% |
| 130 | JDJD.COM INC | 9,660 | $315,109 | 0.0% | ADD 3% |
| 131 | IRINGERSOLL RAND INC | 4,145 | $312,657 | 0.0% | ADD 7% |
| 132 | AIGAMERICAN INTL GROUP INC | 3,833 | $312,466 | 0.0% | TRIM −9% |
| 133 | CMGCHIPOTLE MEXICAN GRILL INC | 6,174 | $311,918 | 0.0% | TRIM −37% |
| 134 | ESEESCO TECHNOLOGIES INC | 1,984 | $310,397 | 0.0% | NEW |
| 135 | TMOTHERMO FISHER SCIENTIFIC INC | 722 | $309,738 | 0.0% | TRIM −44% |
| 136 | BUDANHEUSER BUSCH INBEV SA/NV | 4,659 | $306,609 | 0.0% | NEW |
| 137 | NVONOVO-NORDISK A S | 4,612 | $306,499 | 0.0% | TRIM −43% |
| 138 | SONYSONY GROUP CORP | 11,648 | $302,848 | 0.0% | NEW |
| 139 | UNILEVER PLC | 4,748 | $301,753 | 0.0% | HOLD |
| 140 | ACWVISHARES INC | 2,575 | $301,121 | 0.0% | ADD 18% |
| 141 | XPEVXPENG INC | 16,177 | $300,892 | 0.0% | NEW |
| 142 | DISDISNEY WALT CO | 3,291 | $299,359 | 0.0% | TRIM −21% |
| 143 | RSRELIANCE INC | 1,037 | $298,895 | 0.0% | TRIM −24% |
| 144 | SCHWSCHWAB CHARLES CORP | 3,671 | $298,836 | 0.0% | HOLD |
| 145 | EUSBISHARES TR | 6,872 | $298,171 | 0.0% | HOLD |
| 146 | SMMVISHARES TR | 7,230 | $297,441 | 0.0% | ADD 14% |
| 147 | GGENPACT LIMITED | 5,901 | $296,584 | 0.0% | TRIM −14% |
| 148 | XYLXYLEM INC | 2,442 | $294,432 | 0.0% | TRIM −30% |
| 149 | SPLVINVESCO EXCH TRADED FD TR II | 4,021 | $292,849 | 0.0% | ADD 32% |
| 150 | EAGGISHARES TR | 6,154 | $292,007 | 0.0% | HOLD |
| 151 | GEGE AEROSPACE | 1,441 | $290,403 | 0.0% | HOLD |
| 152 | GLWCORNING INC | 6,384 | $283,322 | 0.0% | HOLD |
| 153 | UBERUBER TECHNOLOGIES INC | 3,461 | $280,376 | 0.0% | NEW |
| 154 | GSKGSK PLC | 6,993 | $278,671 | 0.0% | NEW |
| 155 | EMREMERSON ELEC CO | 2,645 | $278,016 | 0.0% | TRIM −12% |
| 156 | WMBWILLIAMS COS INC | 4,736 | $277,364 | 0.0% | HOLD |
| 157 | BMRNBIOMARIN PHARMACEUTICAL INC | 4,348 | $276,924 | 0.0% | HOLD |
| 158 | PSOPEARSON PLC | 16,813 | $276,873 | 0.0% | HOLD |
| 159 | BBVABANCO BILBAO VIZCAYA ARGENTA | 20,082 | $275,123 | 0.0% | NEW |
| 160 | ASXASE TECHNOLOGY HLDG CO LTD | 31,480 | $274,820 | 0.0% | TRIM −24% |
| 161 | JELDJELD-WEN HLDG INC | 49,611 | $273,853 | 0.0% | ADD 38% |
| 162 | ESEVERSOURCE ENERGY | 4,562 | $271,348 | 0.0% | TRIM −26% |
| 163 | MSEXMIDDLESEX WTR CO | 4,293 | $270,974 | 0.0% | ADD 11% |
| 164 | WYWEYERHAEUSER CO | 10,453 | $270,837 | 0.0% | TRIM −5% |
| 165 | CPRTCOPART INC | 4,407 | $268,959 | 0.0% | HOLD |
| 166 | TCOMTRIP COM GROUP LTD | 4,455 | $262,800 | 0.0% | ADD 3% |
| 167 | LLOEWS CORP | 2,993 | $259,882 | 0.0% | HOLD |
| 168 | VSTVISTRA CORP | 2,000 | $259,260 | 0.0% | TRIM −13% |
| 169 | PMPHILIP MORRIS INTL INC | 1,503 | $257,554 | 0.0% | NEW |
| 170 | ERICERICSSON | 31,254 | $257,533 | 0.0% | HOLD |
| 171 | CEGCONSTELLATION ENERGY CORP | 1,151 | $257,291 | 0.0% | NEW |
| 172 | VOOGVANGUARD ADMIRAL FDS INC | 750 | $255,563 | 0.0% | NEW |
| 173 | ONONON HLDG AG | 5,305 | $255,224 | 0.0% | HOLD |
| 174 | OGSONE GAS INC | 3,238 | $254,215 | 0.0% | TRIM −9% |
| 175 | VOOVANGUARD INDEX FDS | 498 | $254,094 | 0.0% | ADD 6% |
| 176 | BACBANK AMERICA CORP | 6,349 | $253,205 | 0.0% | ADD 36% |
| 177 | SXTSENSIENT TECHNOLOGIES CORP | 2,695 | $253,195 | 0.0% | TRIM −5% |
| 178 | PAASPAN AMERN SILVER CORP | 10,000 | $251,800 | 0.0% | NEW |
| 179 | HLTHILTON WORLDWIDE HLDGS INC | 1,112 | $250,734 | 0.0% | ADD 19% |
| 180 | MRVLMARVELL TECHNOLOGY INC | 4,276 | $249,590 | 0.0% | TRIM −15% |
| 181 | PNCPNC FINL SVCS GROUP INC | 1,534 | $248,953 | 0.0% | ADD 3% |
| 182 | LOWLOWES COS INC | 1,107 | $248,281 | 0.0% | NEW |
| 183 | PCARPACCAR INC | 2,732 | $246,454 | 0.0% | TRIM −9% |
| 184 | JQUAJ P MORGAN EXCHANGE TRADED F | 4,335 | $243,145 | 0.0% | NEW |
| 185 | CDNSCADENCE DESIGN SYSTEM INC | 810 | $241,169 | 0.0% | NEW |
| 186 | CPKCHESAPEAKE UTILS CORP | 1,821 | $239,771 | 0.0% | ADD 11% |
| 187 | CFGCITIZENS FINL GROUP INC | 6,379 | $238,000 | 0.0% | ADD 4% |
| 188 | FNFFIDELITY NATL FINL INC | 3,701 | $237,034 | 0.0% | HOLD |
| 189 | KTKT CORP | 12,033 | $234,162 | 0.0% | TRIM −11% |
| 190 | MCOMOODYS CORP | 513 | $232,451 | 0.0% | TRIM −3% |
| 191 | SRSPIRE INC | 3,032 | $232,069 | 0.0% | NEW |
| 192 | AXTAAXALTA COATING SYS LTD | 7,107 | $230,978 | 0.0% | TRIM −9% |
| 193 | EDCONSOLIDATED EDISON INC | 2,042 | $230,236 | 0.0% | NEW |
| 194 | BXBLACKSTONE INC | 1,711 | $226,947 | 0.0% | ADD 46% |
| 195 | ABMABM INDS INC | 4,591 | $224,961 | 0.0% | HOLD |
| 196 | NOKNOKIA CORP | 44,131 | $220,212 | 0.0% | NEW |
| 197 | MTBM & T BK CORP | 1,284 | $217,972 | 0.0% | ADD 20% |
| 198 | FMXFOMENTO ECONOMICO MEXICANO S | 2,028 | $217,364 | 0.0% | NEW |
| 199 | FOXFOX CORP | 4,687 | $216,727 | 0.0% | NEW |
| 200 | MRSHMARSH & MCLENNAN COS INC | 954 | $215,864 | 0.0% | NEW |
Where this firm's principals came from and which firms its alumni went on to found.