CIK 1757617
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q2. 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 | 92.21% | 102 |
| Technology Hardware & Equipment | 1.44% | 13 |
| Specialty Retail | 0.76% | 13 |
| Software | 0.67% | 19 |
| Commercial Services & Supplies | 0.49% | 9 |
| Software & IT Services | 0.41% | 11 |
| Coal & Consumable Fuels | 0.35% | 1 |
| Semiconductors & Semiconductor Equipment | 0.35% | 9 |
| Pharmaceuticals & Biotechnology | 0.30% | 12 |
| Banks | 0.30% | 7 |
| Insurance | 0.28% | 12 |
| Oil, Gas & Consumable Fuels | 0.28% | 8 |
| Capital Markets | 0.26% | 9 |
| Machinery | 0.20% | 10 |
| Utilities | 0.18% | 8 |
| Beverages | 0.16% | 3 |
| Aerospace & Defense | 0.15% | 5 |
| Automobiles & Components | 0.13% | 4 |
| Equity Real Estate Investment Trusts (REITs) | 0.12% | 5 |
| Hotels, Restaurants & Leisure | 0.11% | 4 |
| Construction & Engineering | 0.09% | 4 |
| Life Sciences Tools & Services | 0.08% | 4 |
| Chemicals | 0.08% | 4 |
| Transportation Infrastructure | 0.06% | 2 |
| Electrical Equipment & Components | 0.06% | 2 |
| Metals & Mining | 0.05% | 3 |
| Airlines | 0.05% | 2 |
| Textiles, Apparel & Luxury Goods | 0.05% | 2 |
| Communications Equipment | 0.04% | 2 |
| Road & Rail | 0.04% | 2 |
| Media & Publishing | 0.03% | 2 |
| Distributors | 0.03% | 2 |
| Health Care Providers & Services | 0.03% | 2 |
| Construction Materials | 0.03% | 2 |
| Food Products | 0.03% | 1 |
| Health Care Equipment & Supplies | 0.03% | 2 |
| Professional Services | 0.02% | 1 |
| Entertainment | 0.02% | 1 |
| Paper & Forest Products | 0.01% | 1 |
| Leisure Products | 0.01% | 1 |
| Media & Entertainment | 0.01% | 1 |
| Food & Staples Retailing | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | Unclassified | 5.67% |
| 2 | IJH | ISHARES TR | Unclassified | 4.62% |
| 3 | FTEC | FIDELITY COVINGTON TRUST | Unclassified | 4.32% |
| 4 | IEMG | ISHARES INC | Unclassified | 4.11% |
| 5 | VTEB | VANGUARD MUN BD FDS | Unclassified | 3.97% |
| 6 | XLK | SELECT SECTOR SPDR TR | Unclassified | 3.96% |
| 7 | AVUS | AMERICAN CENTY ETF TR | Unclassified | 3.78% |
| 8 | IJR | ISHARES TR | Unclassified | 3.52% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 2.56% |
| 10 | AGG | ISHARES TR | Unclassified | 2.49% |
207/308 names classified · sector 7.9% of weight · industry 7.8% · mkt cap 7.8%; 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: 7.9% of the book is sector-classified (unclassified names shown, never dropped).
Only 7% of book weight classified — the grid is NOT representative of the whole book.
Classified: 7.0% of book weight (187/308 names) · unclassified 93.0%: IEFA, IJH, FTEC, IEMG, VTEB, XLK, AVUS, IJR, VEA, AGG +111 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 | IEFAISHARES TR | 1,178,400 | $103M | 5.7% | HOLD |
| 2 | IJHISHARES TR | 1,282,890 | $84M | 4.6% | HOLD |
| 3 | FTECFIDELITY COVINGTON TRUST | 352,480 | $78M | 4.3% | TRIM −7% |
| 4 | IEMGISHARES INC | 1,131,606 | $75M | 4.1% | TRIM −5% |
| 5 | VTEBVANGUARD MUN BD FDS | 1,438,751 | $72M | 4.0% | ADD 7% |
| 6 | XLKSELECT SECTOR SPDR TR | 254,871 | $72M | 4.0% | ADD 3% |
| 7 | AVUSAMERICAN CENTY ETF TR | 631,210 | $69M | 3.8% | TRIM −5% |
| 8 | IJRISHARES TR | 537,086 | $64M | 3.5% | HOLD |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 775,289 | $46M | 2.6% | TRIM −6% |
| 10 | AGGISHARES TR | 450,860 | $45M | 2.5% | ADD 5% |
| 11 | VGTVANGUARD WORLD FD | 59,747 | $45M | 2.5% | TRIM −9% |
| 12 | SCHPSCHWAB STRATEGIC TR | 1,646,759 | $44M | 2.4% | TRIM −5% |
| 13 | XLYSELECT SECTOR SPDR TR | 181,891 | $44M | 2.4% | HOLD |
| 14 | VSSVANGUARD INTL EQUITY INDEX F | 301,868 | $43M | 2.4% | TRIM −3% |
| 15 | XLFSELECT SECTOR SPDR TR | 778,041 | $42M | 2.3% | HOLD |
| 16 | MUBISHARES TR | 367,109 | $39M | 2.2% | HOLD |
| 17 | XLISELECT SECTOR SPDR TR | 227,108 | $35M | 1.9% | HOLD |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 634,552 | $34M | 1.9% | TRIM −3% |
| 19 | SGOVISHARES TR | 334,504 | $34M | 1.9% | ADD 2% |
| 20 | VCITVANGUARD SCOTTSDALE FDS | 361,676 | $30M | 1.7% | HOLD |
| 21 | VOVANGUARD INDEX FDS | 100,714 | $30M | 1.6% | TRIM −9% |
| 22 | XLCSELECT SECTOR SPDR TR | 225,288 | $27M | 1.5% | ADD 2% |
| 23 | PFFDGLOBAL X FDS | 1,338,750 | $26M | 1.4% | TRIM −4% |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 521,066 | $26M | 1.4% | HOLD |
| 25 | XLVSELECT SECTOR SPDR TR | 181,119 | $25M | 1.4% | TRIM −6% |
| 26 | VBVANGUARD INDEX FDS | 96,339 | $24M | 1.4% | TRIM −3% |
| 27 | VWOBVANGUARD WHITEHALL FDS | 327,524 | $22M | 1.2% | TRIM −3% |
| 28 | BILSPDR SERIES TRUST | 230,630 | $21M | 1.2% | TRIM −14% |
| 29 | SCZISHARES TR | 261,386 | $20M | 1.1% | TRIM −6% |
| 30 | VOXVANGUARD WORLD FD | 102,856 | $19M | 1.1% | TRIM −11% |
| 31 | AAPLAPPLE INC | 74,758 | $19M | 1.0% | HOLD |
| 32 | FNCLFIDELITY COVINGTON TRUST | 236,190 | $18M | 1.0% | TRIM −3% |
| 33 | VCRVANGUARD WORLD FD | 44,102 | $17M | 1.0% | TRIM −14% |
| 34 | VFHVANGUARD WORLD FD | 127,661 | $17M | 0.9% | TRIM −13% |
| 35 | VHTVANGUARD WORLD FD | 63,910 | $17M | 0.9% | HOLD |
| 36 | XLPSELECT SECTOR SPDR TR | 209,024 | $16M | 0.9% | HOLD |
| 37 | FCOMFIDELITY COVINGTON TRUST | 226,641 | $16M | 0.9% | TRIM −3% |
| 38 | VGLTVANGUARD SCOTTSDALE FDS | 274,853 | $16M | 0.9% | TRIM −9% |
| 39 | XLESELECT SECTOR SPDR TR | 164,539 | $15M | 0.8% | TRIM −4% |
| 40 | FHLCFIDELITY COVINGTON TRUST | 216,343 | $14M | 0.8% | TRIM −7% |
| 41 | XLUSELECT SECTOR SPDR TR | 146,167 | $13M | 0.7% | TRIM −4% |
| 42 | FIDUFIDELITY COVINGTON TRUST | 133,923 | $11M | 0.6% | TRIM −9% |
| 43 | VDCVANGUARD WORLD FD | 48,029 | $10M | 0.6% | TRIM −5% |
| 44 | XLRESELECT SECTOR SPDR TR | 217,405 | $9M | 0.5% | TRIM −3% |
| 45 | IWRISHARES TR | 92,219 | $9M | 0.5% | TRIM −4% |
| 46 | EMBISHARES TR | 93,226 | $9M | 0.5% | TRIM −13% |
| 47 | PFFISHARES TR | 270,031 | $9M | 0.5% | TRIM −17% |
| 48 | HYDVANECK ETF TRUST | 161,999 | $8M | 0.5% | ADD 40% |
| 49 | AMZNAMAZON COM INC | 36,985 | $8M | 0.4% | HOLD |
| 50 | XLBSELECT SECTOR SPDR TR | 89,660 | $8M | 0.4% | TRIM −3% |
| 51 | TLTISHARES TR | 87,944 | $8M | 0.4% | TRIM −6% |
| 52 | TIPISHARES TR | 60,763 | $7M | 0.4% | TRIM −3% |
| 53 | IWMISHARES TR | 27,676 | $7M | 0.4% | TRIM −11% |
| 54 | ARLPALLIANCE RESOURCE PARTNERS L | 252,193 | $6M | 0.4% | HOLD |
| 55 | EFAISHARES TR | 64,789 | $6M | 0.3% | TRIM −6% |
| 56 | SPYSTATE STR SPDR S&P 500 ETF T | 8,248 | $5M | 0.3% | HOLD |
| 57 | VISVANGUARD WORLD FD | 17,201 | $5M | 0.3% | TRIM −8% |
| 58 | IVVISHARES TR | 7,535 | $5M | 0.3% | HOLD |
| 59 | VOOVANGUARD INDEX FDS | 7,623 | $5M | 0.3% | ADD 27% |
| 60 | VVISA INC | 12,131 | $4M | 0.2% | TRIM −9% |
| 61 | VDEVANGUARD WORLD FD | 31,028 | $4M | 0.2% | TRIM −7% |
| 62 | FSTAFIDELITY COVINGTON TRUST | 76,235 | $4M | 0.2% | TRIM −16% |
| 63 | MSFTMICROSOFT CORP | 7,216 | $4M | 0.2% | ADD 8% |
| 64 | LQDISHARES TR | 31,453 | $4M | 0.2% | TRIM −17% |
| 65 | VAWVANGUARD WORLD FD | 17,107 | $4M | 0.2% | TRIM −12% |
| 66 | QQQINVESCO QQQ TR | 5,423 | $3M | 0.2% | NEW |
| 67 | EEMISHARES TR | 60,902 | $3M | 0.2% | TRIM −20% |
| 68 | IAGGISHARES TR | 62,052 | $3M | 0.2% | TRIM −20% |
| 69 | ANETARISTA NETWORKS INC | 20,022 | $3M | 0.2% | HOLD |
| 70 | AVLCAMERICAN CENTY ETF TR | 37,847 | $3M | 0.2% | TRIM −7% |
| 71 | GOOGLALPHABET INC | 10,166 | $2M | 0.1% | TRIM −13% |
| 72 | PEPPEPSICO INC | 14,798 | $2M | 0.1% | TRIM −5% |
| 73 | ICEINTERCONTINENTAL EXCHANGE IN | 12,320 | $2M | 0.1% | HOLD |
| 74 | BANFBANCFIRST CORP | 15,930 | $2M | 0.1% | TRIM −4% |
| 75 | VNQVANGUARD INDEX FDS | 20,154 | $2M | 0.1% | TRIM −3% |
| 76 | FUTYFIDELITY COVINGTON TRUST | 29,801 | $2M | 0.1% | TRIM −3% |
| 77 | JPMJPMORGAN CHASE & CO | 4,604 | $1M | 0.1% | HOLD |
| 78 | ILCGISHARES TR | 13,157 | $1M | 0.1% | TRIM −4% |
| 79 | AVGOBROADCOM INC | 4,143 | $1M | 0.1% | ADD 3% |
| 80 | URIUNITED RENTALS INC | 1,343 | $1M | 0.1% | TRIM −14% |
| 81 | WMTWALMART INC | 12,368 | $1M | 0.1% | ADD 42% |
| 82 | METAMETA PLATFORMS INC | 1,734 | $1M | 0.1% | ADD 15% |
| 83 | LLYELI LILLY & CO | 1,654 | $1M | 0.1% | HOLD |
| 84 | CVXCHEVRON CORP NEW | 8,104 | $1M | 0.1% | ADD 6% |
| 85 | IYWISHARES TR | 6,352 | $1M | 0.1% | TRIM −2% |
| 86 | DFACDIMENSIONAL ETF TRUST | 31,913 | $1M | 0.1% | ADD 137% |
| 87 | VTIVANGUARD INDEX FDS | 3,736 | $1M | 0.1% | ADD 3% |
| 88 | NVDANVIDIA CORPORATION | 6,515 | $1M | 0.1% | ADD 33% |
| 89 | FENYFIDELITY COVINGTON TRUST | 48,624 | $1M | 0.1% | HOLD |
| 90 | RBLXROBLOX CORP | 8,544 | $1M | 0.1% | ADD 45% |
| 91 | ILCVISHARES TR | 12,977 | $1M | 0.1% | HOLD |
| 92 | SPTLSPDR SERIES TRUST | 43,004 | $1M | 0.1% | HOLD |
| 93 | DVNDEVON ENERGY CORP NEW | 32,179 | $1M | 0.1% | HOLD |
| 94 | BRK.BBERKSHIRE HATHAWAY INC DEL | 2,219 | $1M | 0.1% | ADD 2% |
| 95 | FRELFIDELITY COVINGTON TRUST | 38,517 | $1M | 0.1% | TRIM −15% |
| 96 | RHPRYMAN HOSPITALITY PPTYS INC | 11,745 | $1M | 0.1% | TRIM −16% |
| 97 | IWFISHARES TR | 2,232 | $1M | 0.1% | HOLD |
| 98 | YUMYUM BRANDS INC | 6,598 | $1M | 0.1% | HOLD |
| 99 | INTCINTEL CORP | 28,747 | $964,462 | 0.1% | ADD 109% |
| 100 | IMCGISHARES TR | 11,520 | $953,050 | 0.1% | HOLD |
| 101 | SCHDSCHWAB STRATEGIC TR | 32,448 | $885,828 | 0.0% | HOLD |
| 102 | APAAPA CORPORATION | 36,307 | $881,522 | 0.0% | HOLD |
| 103 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,155 | $881,160 | 0.0% | ADD 23% |
| 104 | VUGVANGUARD INDEX FDS | 1,768 | $847,950 | 0.0% | ADD 4% |
| 105 | IBMINTERNATIONAL BUSINESS MACHS | 2,975 | $839,426 | 0.0% | HOLD |
| 106 | PNCPNC FINL SVCS GROUP INC | 4,168 | $837,476 | 0.0% | ADD 46% |
| 107 | RTXRTX CORPORATION | 4,988 | $834,642 | 0.0% | NEW |
| 108 | FFORD MTR CO | 68,561 | $819,990 | 0.0% | HOLD |
| 109 | EXPEEXPEDIA GROUP INC | 3,815 | $815,456 | 0.0% | ADD 61% |
| 110 | MUMICRON TECHNOLOGY INC | 4,832 | $808,490 | 0.0% | ADD 101% |
| 111 | BSVVANGUARD BD INDEX FDS | 10,241 | $808,140 | 0.0% | NEW |
| 112 | MTUMISHARES TR | 3,121 | $800,393 | 0.0% | ADD 154% |
| 113 | UNHUNITEDHEALTH GROUP INC | 2,314 | $799,025 | 0.0% | ADD 36% |
| 114 | HDHOME DEPOT INC | 1,945 | $788,095 | 0.0% | ADD 5% |
| 115 | SNOWSNOWFLAKE INC | 3,490 | $787,170 | 0.0% | ADD 34% |
| 116 | MRKMERCK & CO INC | 9,308 | $781,220 | 0.0% | ADD 46% |
| 117 | VRSNVERISIGN INC | 2,779 | $776,925 | 0.0% | NEW |
| 118 | GMGENERAL MTRS CO | 12,734 | $776,392 | 0.0% | ADD 45% |
| 119 | GDGENERAL DYNAMICS CORP | 2,226 | $759,066 | 0.0% | ADD 66% |
| 120 | AJGGALLAGHER ARTHUR J & CO | 2,350 | $727,889 | 0.0% | TRIM −11% |
| 121 | MAMASTERCARD INCORPORATED | 1,279 | $727,508 | 0.0% | HOLD |
| 122 | PGPROCTER AND GAMBLE CO | 4,670 | $717,546 | 0.0% | TRIM −10% |
| 123 | LYFTLYFT INC | 30,808 | $678,084 | 0.0% | ADD 41% |
| 124 | ADBEADOBE INC | 1,917 | $676,222 | 0.0% | ADD 181% |
| 125 | EIXEDISON INTL | 12,115 | $669,717 | 0.0% | ADD 37% |
| 126 | INCYINCYTE CORP | 7,626 | $646,761 | 0.0% | ADD 42% |
| 127 | GOOGALPHABET INC | 2,601 | $633,474 | 0.0% | HOLD |
| 128 | LRCXLAM RESEARCH CORP | 4,714 | $631,205 | 0.0% | ADD 8% |
| 129 | PLTRPALANTIR TECHNOLOGIES INC | 3,422 | $624,242 | 0.0% | ADD 56% |
| 130 | TJXTJX COS INC NEW | 4,316 | $623,835 | 0.0% | ADD 30% |
| 131 | XOMEXXON MOBIL CORP | 5,502 | $620,350 | 0.0% | HOLD |
| 132 | DUHPDIMENSIONAL ETF TRUST | 16,256 | $614,004 | 0.0% | NEW |
| 133 | DFUVDIMENSIONAL ETF TRUST | 13,704 | $612,411 | 0.0% | NEW |
| 134 | PCGPG&E CORP | 40,441 | $609,850 | 0.0% | ADD 26% |
| 135 | IGIBISHARES TR | 11,261 | $609,107 | 0.0% | HOLD |
| 136 | ORCLORACLE CORP | 2,162 | $608,041 | 0.0% | ADD 16% |
| 137 | VEEVVEEVA SYS INC | 1,905 | $567,519 | 0.0% | NEW |
| 138 | FTITECHNIPFMC PLC | 14,226 | $561,216 | 0.0% | ADD 62% |
| 139 | GEGE AEROSPACE | 1,861 | $559,826 | 0.0% | ADD 76% |
| 140 | GEVGE VERNOVA INC | 894 | $549,721 | 0.0% | ADD 82% |
| 141 | FDXFEDEX CORP | 2,301 | $542,599 | 0.0% | ADD 109% |
| 142 | ZSZSCALER INC | 1,796 | $538,189 | 0.0% | HOLD |
| 143 | ETENERGY TRANSFER L P | 31,168 | $534,843 | 0.0% | HOLD |
| 144 | DFICDIMENSIONAL ETF TRUST | 16,304 | $534,623 | 0.0% | NEW |
| 145 | MNSTMONSTER BEVERAGE CORP NEW | 7,880 | $530,403 | 0.0% | TRIM −8% |
| 146 | BNDVANGUARD BD INDEX FDS | 7,114 | $529,031 | 0.0% | ADD 4% |
| 147 | CATCATERPILLAR INC | 1,106 | $527,728 | 0.0% | HOLD |
| 148 | MANHMANHATTAN ASSOCIATES INC | 2,565 | $525,774 | 0.0% | ADD 32% |
| 149 | TPRTAPESTRY INC | 4,621 | $523,190 | 0.0% | ADD 78% |
| 150 | NTNXNUTANIX INC | 6,983 | $519,465 | 0.0% | ADD 98% |
| 151 | DASHDOORDASH INC | 1,905 | $518,141 | 0.0% | ADD 28% |
| 152 | CIENCIENA CORP | 3,501 | $509,991 | 0.0% | NEW |
| 153 | DHRDANAHER CORP DEL | 2,572 | $509,925 | 0.0% | TRIM −29% |
| 154 | ABBVABBVIE INC | 2,202 | $509,851 | 0.0% | HOLD |
| 155 | COSTCOSTCO WHSL CORP NEW | 534 | $494,286 | 0.0% | TRIM −40% |
| 156 | CBCHUBB LIMITED | 1,747 | $493,091 | 0.0% | ADD 87% |
| 157 | TTCTORO CO | 6,461 | $492,328 | 0.0% | ADD 31% |
| 158 | TSNTYSON FOODS INC | 9,029 | $490,275 | 0.0% | ADD 80% |
| 159 | EGEVEREST GROUP LTD | 1,392 | $487,520 | 0.0% | NEW |
| 160 | FIXCOMFORT SYS USA INC | 590 | $486,856 | 0.0% | ADD 47% |
| 161 | GSGOLDMAN SACHS GROUP INC | 598 | $476,217 | 0.0% | ADD 2% |
| 162 | MOHMOLINA HEALTHCARE INC | 2,469 | $472,468 | 0.0% | NEW |
| 163 | ABTABBOTT LABS | 3,511 | $470,263 | 0.0% | TRIM −3% |
| 164 | BBYBest Buy Company, Inc. | 6,202 | $468,995 | 0.0% | NEW |
| 165 | TSLATESLA INC | 1,044 | $464,288 | 0.0% | TRIM −14% |
| 166 | MCDMCDONALDS CORP | 1,527 | $464,040 | 0.0% | HOLD |
| 167 | ALNYALNYLAM PHARMACEUTICALS INC | 1,015 | $462,840 | 0.0% | NEW |
| 168 | TMOTHERMO FISHER SCIENTIFIC INC | 951 | $461,254 | 0.0% | TRIM −55% |
| 169 | CHWYCHEWY INC | 11,393 | $460,847 | 0.0% | NEW |
| 170 | NETCLOUDFLARE INC | 2,126 | $456,218 | 0.0% | HOLD |
| 171 | PANWPALO ALTO NETWORKS INC | 2,233 | $454,683 | 0.0% | ADD 10% |
| 172 | MEDPMEDPACE HLDGS INC | 881 | $452,975 | 0.0% | NEW |
| 173 | ZMZOOM COMMUNICATIONS INC | 5,361 | $442,283 | 0.0% | ADD 39% |
| 174 | SUBISHARES TR | 4,110 | $438,866 | 0.0% | NEW |
| 175 | WMBWILLIAMS COS INC | 6,909 | $437,685 | 0.0% | ADD 34% |
| 176 | GLDSPDR GOLD TR | 1,231 | $437,584 | 0.0% | HOLD |
| 177 | MTZMASTEC INC | 2,028 | $431,579 | 0.0% | ADD 73% |
| 178 | SCHWSCHWAB CHARLES CORP | 4,424 | $422,359 | 0.0% | ADD 37% |
| 179 | DIASPDR DOW JONES INDL AVERAGE | 900 | $417,366 | 0.0% | HOLD |
| 180 | BABOEING CO | 1,915 | $413,314 | 0.0% | HOLD |
| 181 | ADTADT INC DEL | 47,052 | $409,823 | 0.0% | ADD 143% |
| 182 | PSXPHILLIPS 66 | 2,997 | $407,608 | 0.0% | ADD 38% |
| 183 | MSCIMSCI INC | 712 | $403,996 | 0.0% | ADD 41% |
| 184 | BLKBLACKROCK INC | 345 | $402,226 | 0.0% | HOLD |
| 185 | ABNBAIRBNB INC | 3,304 | $401,172 | 0.0% | NEW |
| 186 | EMEEMCOR GROUP INC | 614 | $398,818 | 0.0% | TRIM −7% |
| 187 | IJTISHARES TR | 2,800 | $396,200 | 0.0% | HOLD |
| 188 | LOWLOWES COS INC | 1,553 | $390,284 | 0.0% | HOLD |
| 189 | IVWISHARES TR | 3,206 | $387,028 | 0.0% | HOLD |
| 190 | CNCCENTENE CORP DEL | 10,719 | $382,454 | 0.0% | ADD 87% |
| 191 | BMRNBIOMARIN PHARMACEUTICAL INC | 7,056 | $382,153 | 0.0% | ADD 9% |
| 192 | BWABORGWARNER INC | 8,568 | $376,649 | 0.0% | NEW |
| 193 | JBHTHUNT J B TRANS SVCS INC | 2,779 | $372,858 | 0.0% | ADD 21% |
| 194 | RDVYFIRST TR EXCHANGE TRADED FD | 5,440 | $365,894 | 0.0% | HOLD |
| 195 | AREALEXANDRIA REAL ESTATE EQ IN | 4,374 | $364,529 | 0.0% | ADD 32% |
| 196 | BAHBOOZ ALLEN HAMILTON HLDG COR | 3,632 | $363,018 | 0.0% | ADD 32% |
| 197 | NBIXNEUROCRINE BIOSCIENCES INC | 2,572 | $361,057 | 0.0% | NEW |
| 198 | JNJJOHNSON & JOHNSON | 1,912 | $354,523 | 0.0% | ADD 40% |
| 199 | GRMNGARMIN LTD | 1,428 | $351,602 | 0.0% | NEW |
| 200 | HUMHUMANA INC | 1,347 | $350,449 | 0.0% | ADD 41% |
Where this firm's principals came from and which firms its alumni went on to found.