CIK 1767715
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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 | 39.49% | 122 |
| Software | 5.95% | 12 |
| Technology Hardware & Equipment | 5.11% | 11 |
| Pharmaceuticals & Biotechnology | 4.84% | 13 |
| Software & IT Services | 4.79% | 7 |
| Banks | 4.40% | 10 |
| Specialty Retail | 4.17% | 13 |
| Equity Real Estate Investment Trusts (REITs) | 3.41% | 16 |
| Semiconductors & Semiconductor Equipment | 2.79% | 8 |
| Capital Markets | 2.53% | 9 |
| Oil, Gas & Consumable Fuels | 2.10% | 7 |
| Commercial Services & Supplies | 1.87% | 14 |
| Hotels, Restaurants & Leisure | 1.72% | 7 |
| Chemicals | 1.49% | 12 |
| Tobacco | 1.38% | 2 |
| Beverages | 1.30% | 4 |
| Utilities | 1.25% | 12 |
| Machinery | 1.20% | 8 |
| Life Sciences Tools & Services | 1.00% | 1 |
| Health Care Equipment & Supplies | 0.96% | 4 |
| Aerospace & Defense | 0.88% | 5 |
| Insurance | 0.86% | 10 |
| Road & Rail | 0.78% | 4 |
| Food Products | 0.76% | 6 |
| Media & Entertainment | 0.75% | 4 |
| Diversified Telecommunication Services | 0.75% | 2 |
| Transportation Infrastructure | 0.52% | 2 |
| Electrical Equipment & Components | 0.50% | 4 |
| Construction & Engineering | 0.49% | 4 |
| Distributors | 0.42% | 4 |
| Metals & Mining | 0.26% | 3 |
| Health Care Providers & Services | 0.25% | 3 |
| Communications Equipment | 0.20% | 2 |
| Professional Services | 0.16% | 2 |
| Real Estate Management & Development | 0.16% | 2 |
| Entertainment | 0.11% | 1 |
| Automobiles & Components | 0.11% | 2 |
| Airlines | 0.06% | 1 |
| Paper & Forest Products | 0.06% | 3 |
| Textiles, Apparel & Luxury Goods | 0.06% | 1 |
| Household Durables | 0.04% | 2 |
| Industrial Conglomerates | 0.03% | 1 |
| Construction Materials | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | Unclassified | 7.90% |
| 2 | MSFT | MICROSOFT CORP | Information Technology | 4.54% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | Unclassified | 4.06% |
| 4 | AAPL | Apple Inc. | Information Technology | 3.79% |
| 5 | AMZN | AMAZON COM INC | Consumer Discretionary | 2.53% |
| 6 | JPM | JPMORGAN CHASE & CO | Financials | 2.42% |
| 7 | GOOGL | Alphabet Inc. | Communication Services | 1.90% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 1.71% |
| 9 | META | Meta Platforms, Inc. | Communication Services | 1.69% |
| 10 | NVDA | NVIDIA CORP | Information Technology | 1.52% |
240/361 names classified · sector 61.7% of weight · industry 60.5% · mkt cap 60.7%; 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: 61.7% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 59.3% of book weight (225/357 names) · unclassified 40.7%: QUAL, RSP, SPY, EMXC, MDY, SMLF, IUSB, BRK.B, VEA, IVV +122 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 | QUALISHARES TR | 585,994 | $105M | 7.9% | HOLD |
| 2 | MSFTMICROSOFT CORP | 140,283 | $60M | 4.5% | HOLD |
| 3 | RSPINVESCO EXCHANGE TRADED FD T | 301,266 | $54M | 4.1% | HOLD |
| 4 | AAPLAPPLE INC | 216,537 | $50M | 3.8% | TRIM −3% |
| 5 | AMZNAMAZON COM INC | 180,475 | $34M | 2.5% | ADD 2% |
| 6 | JPMJPMORGAN CHASE & CO | 152,385 | $32M | 2.4% | HOLD |
| 7 | GOOGLALPHABET INC | 152,678 | $25M | 1.9% | HOLD |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 39,731 | $23M | 1.7% | ADD 2% |
| 9 | METAMETA PLATFORMS INC | 39,371 | $23M | 1.7% | HOLD |
| 10 | NVDANVIDIA CORPORATION | 166,433 | $20M | 1.5% | HOLD |
| 11 | EMXCISHARES INC | 312,642 | $19M | 1.4% | HOLD |
| 12 | MDYSPDR S&P MIDCAP 400 ETF TR | 33,450 | $19M | 1.4% | HOLD |
| 13 | GSGOLDMAN SACHS GROUP INC | 37,205 | $18M | 1.4% | TRIM −2% |
| 14 | PMPHILIP MORRIS INTL INC | 148,558 | $18M | 1.4% | HOLD |
| 15 | LLYELI LILLY & CO | 19,408 | $17M | 1.3% | TRIM −5% |
| 16 | SMLFiShares MSCI Multifactor USA Small-Cap ETF | 256,660 | $17M | 1.3% | ADD 2% |
| 17 | IUSBISHARES TR | 344,134 | $16M | 1.2% | HOLD |
| 18 | BRK.BBERKSHIRE HATHAWAY INC DEL | 34,402 | $16M | 1.2% | HOLD |
| 19 | PGPROCTER AND GAMBLE CO | 82,118 | $14M | 1.1% | TRIM −22% |
| 20 | VEAVANGUARD TAX-MANAGED FDS | 267,548 | $14M | 1.1% | ADD 4% |
| 21 | CCITIGROUP INC | 222,167 | $14M | 1.0% | HOLD |
| 22 | IVVISHARES TR | 23,615 | $14M | 1.0% | HOLD |
| 23 | IQVIQVIA HLDGS INC | 56,262 | $13M | 1.0% | HOLD |
| 24 | AVGOBROADCOM INC | 76,937 | $13M | 1.0% | ADD 890% |
| 25 | VVISA INC | 47,512 | $13M | 1.0% | ADD 2% |
| 26 | CVXCHEVRON CORP NEW | 83,186 | $12M | 0.9% | HOLD |
| 27 | GEHCGE HEALTHCARE TECHNOLOGIES I | 126,532 | $12M | 0.9% | HOLD |
| 28 | SCHBSCHWAB STRATEGIC TR | 178,084 | $12M | 0.9% | ADD 4% |
| 29 | GOOGALPHABET INC | 69,340 | $12M | 0.9% | HOLD |
| 30 | IBBISHARES TR | 70,379 | $10M | 0.8% | HOLD |
| 31 | SPGSIMON PPTY GROUP INC NEW | 60,517 | $10M | 0.8% | HOLD |
| 32 | VFQYVANGUARD WELLINGTON FD | 68,048 | $10M | 0.7% | HOLD |
| 33 | ZTSZOETIS INC | 47,492 | $9M | 0.7% | HOLD |
| 34 | VTIVANGUARD INDEX FDS | 31,908 | $9M | 0.7% | TRIM −9% |
| 35 | AMTAMERICAN TOWER CORP | 38,378 | $9M | 0.7% | TRIM −20% |
| 36 | QQQINVESCO QQQ TR | 18,022 | $9M | 0.7% | HOLD |
| 37 | XLESELECT SECTOR SPDR TR | 97,434 | $9M | 0.6% | HOLD |
| 38 | PFEPFIZER INC | 286,180 | $8M | 0.6% | TRIM −13% |
| 39 | NFLXNETFLIX INC | 11,146 | $8M | 0.6% | HOLD |
| 40 | VHTVANGUARD WORLD FD | 27,230 | $8M | 0.6% | TRIM −5% |
| 41 | HLTHILTON WORLDWIDE HLDGS INC | 32,922 | $8M | 0.6% | TRIM −22% |
| 42 | IAUISHARES GOLD TR | 149,217 | $7M | 0.6% | HOLD |
| 43 | VOOVANGUARD INDEX FDS | 13,870 | $7M | 0.6% | ADD 4% |
| 44 | ICFIShares Cohen & Steers REIT ETF | 110,614 | $7M | 0.5% | HOLD |
| 45 | UNHUNITEDHEALTH GROUP INC | 12,183 | $7M | 0.5% | TRIM −9% |
| 46 | ABBVABBVIE INC | 35,868 | $7M | 0.5% | TRIM −3% |
| 47 | LMTLOCKHEED MARTIN CORP | 12,097 | $7M | 0.5% | ADD 5% |
| 48 | MARMARRIOTT INTL INC NEW | 27,973 | $7M | 0.5% | HOLD |
| 49 | VRTXVERTEX PHARMACEUTICALS INC | 14,882 | $7M | 0.5% | HOLD |
| 50 | IJHISHARES TR | 107,955 | $7M | 0.5% | ADD 2% |
| 51 | PEPPEPSICO INC | 38,318 | $7M | 0.5% | TRIM −16% |
| 52 | AXPAMERICAN EXPRESS CO | 23,183 | $6M | 0.5% | HOLD |
| 53 | XLKSELECT SECTOR SPDR TR | 27,621 | $6M | 0.5% | ADD 2% |
| 54 | PFFDGLOBAL X FDS | 293,155 | $6M | 0.5% | ADD 2% |
| 55 | IJRISHARES TR | 50,760 | $6M | 0.4% | ADD 3% |
| 56 | UNPUNION PAC CORP | 23,483 | $6M | 0.4% | ADD 10% |
| 57 | MBBISHARES TR | 59,972 | $6M | 0.4% | HOLD |
| 58 | CMICUMMINS INC | 17,087 | $6M | 0.4% | TRIM −2% |
| 59 | CDNSCADENCE DESIGN SYSTEM INC | 20,341 | $6M | 0.4% | HOLD |
| 60 | XOMEXXON MOBIL CORP | 46,806 | $5M | 0.4% | TRIM −10% |
| 61 | DEODIAGEO PLC | 38,983 | $5M | 0.4% | ADD 3% |
| 62 | CMGCHIPOTLE MEXICAN GRILL INC | 93,919 | $5M | 0.4% | HOLD |
| 63 | VZVERIZON COMMUNICATIONS INC | 119,505 | $5M | 0.4% | HOLD |
| 64 | WMTWALMART INC | 65,728 | $5M | 0.4% | HOLD |
| 65 | SHELSHELL PLC | 77,937 | $5M | 0.4% | ADD 4% |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 25,906 | $5M | 0.4% | TRIM −3% |
| 67 | MRKMERCK & CO INC | 43,908 | $5M | 0.4% | TRIM −33% |
| 68 | MCKMCKESSON CORP | 9,843 | $5M | 0.4% | HOLD |
| 69 | COSTCOSTCO WHSL CORP NEW | 5,489 | $5M | 0.4% | HOLD |
| 70 | KOCOCA COLA CO | 66,825 | $5M | 0.4% | HOLD |
| 71 | HDHOME DEPOT INC | 11,763 | $5M | 0.4% | ADD 3% |
| 72 | TAT&T INC | 207,751 | $5M | 0.3% | HOLD |
| 73 | PHPARKER-HANNIFIN CORP | 7,117 | $4M | 0.3% | HOLD |
| 74 | BXPBXP INC | 55,434 | $4M | 0.3% | TRIM −3% |
| 75 | UNILEVER PLC | 68,068 | $4M | 0.3% | ADD 4% |
| 76 | AMPAMERIPRISE FINL INC | 9,265 | $4M | 0.3% | HOLD |
| 77 | SCHDSCHWAB STRATEGIC TR | 49,403 | $4M | 0.3% | HOLD |
| 78 | MUBISHARES TR | 38,346 | $4M | 0.3% | ADD 6% |
| 79 | PLTRPALANTIR TECHNOLOGIES INC | 108,213 | $4M | 0.3% | TRIM −42% |
| 80 | BCOBRINKS CO | 34,789 | $4M | 0.3% | HOLD |
| 81 | JNJJOHNSON & JOHNSON | 24,338 | $4M | 0.3% | TRIM −40% |
| 82 | VWOVANGUARD INTL EQUITY INDEX F | 82,327 | $4M | 0.3% | HOLD |
| 83 | DVNDEVON ENERGY CORP NEW | 99,213 | $4M | 0.3% | ADD 2% |
| 84 | DHRDANAHER CORP DEL | 13,734 | $4M | 0.3% | HOLD |
| 85 | AIAISHARES TR | 52,580 | $4M | 0.3% | TRIM −6% |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 16,577 | $4M | 0.3% | TRIM −19% |
| 87 | ICEINTERCONTINENTAL EXCHANGE IN | 22,390 | $4M | 0.3% | HOLD |
| 88 | BLDRBUILDERS FIRSTSOURCE INC | 18,511 | $4M | 0.3% | ADD 33% |
| 89 | GEGE AEROSPACE | 18,833 | $4M | 0.3% | HOLD |
| 90 | SOSOUTHERN CO | 38,793 | $3M | 0.3% | HOLD |
| 91 | CAGCONAGRA BRANDS INC | 106,385 | $3M | 0.3% | TRIM −9% |
| 92 | DELLDELL TECHNOLOGIES INC | 29,071 | $3M | 0.3% | HOLD |
| 93 | KMIKINDER MORGAN INC DEL | 147,170 | $3M | 0.2% | HOLD |
| 94 | VEUVANGUARD INTL EQUITY INDEX F | 49,463 | $3M | 0.2% | ADD 8% |
| 95 | NOWSERVICENOW INC | 3,381 | $3M | 0.2% | HOLD |
| 96 | NEENEXTERA ENERGY INC | 35,299 | $3M | 0.2% | ADD 318% |
| 97 | BKNGBOOKING HOLDINGS INC | 697 | $3M | 0.2% | HOLD |
| 98 | XLFSELECT SECTOR SPDR TR | 63,878 | $3M | 0.2% | HOLD |
| 99 | FCXFREEPORT MCMORAN INC | 57,482 | $3M | 0.2% | HOLD |
| 100 | VOVANGUARD INDEX FDS | 10,771 | $3M | 0.2% | HOLD |
| 101 | BILSSPDR SERIES TRUST | 28,144 | $3M | 0.2% | TRIM −17% |
| 102 | REGNREGENERON PHARMACEUTICALS | 2,600 | $3M | 0.2% | HOLD |
| 103 | UDRUDR INC | 58,719 | $3M | 0.2% | ADD 5% |
| 104 | MDLZMONDELEZ INTL INC | 35,772 | $3M | 0.2% | TRIM −3% |
| 105 | DGXQUEST DIAGNOSTICS INC | 16,670 | $3M | 0.2% | HOLD |
| 106 | RJFRAYMOND JAMES FINL INC | 20,969 | $3M | 0.2% | HOLD |
| 107 | PLDPROLOGIS INC. | 20,160 | $3M | 0.2% | TRIM −2% |
| 108 | PGXINVESCO EXCH TRADED FD TR II | 201,771 | $2M | 0.2% | HOLD |
| 109 | UPSUNITED PARCEL SERVICE INC | 17,724 | $2M | 0.2% | HOLD |
| 110 | WELLWELLTOWER INC | 18,699 | $2M | 0.2% | TRIM −2% |
| 111 | PSAPUBLIC STORAGE OPER CO | 6,557 | $2M | 0.2% | TRIM −2% |
| 112 | BBJPJ P MORGAN EXCHANGE TRADED F | 39,463 | $2M | 0.2% | HOLD |
| 113 | DTEDTE ENERGY CO | 18,195 | $2M | 0.2% | HOLD |
| 114 | WSCWILLSCOT HLDGS CORP | 61,466 | $2M | 0.2% | NEW |
| 115 | GISGENERAL MILLS INC | 30,965 | $2M | 0.2% | TRIM −12% |
| 116 | MTBM & T BK CORP | 12,836 | $2M | 0.2% | HOLD |
| 117 | SCHHSCHWAB STRATEGIC TR | 96,924 | $2M | 0.2% | HOLD |
| 118 | LAMRLAMAR ADVERTISING CO | 16,634 | $2M | 0.2% | TRIM −2% |
| 119 | DLRDIGITAL RLTY TR INC | 13,307 | $2M | 0.2% | TRIM −2% |
| 120 | SPGIS&P GLOBAL INC | 4,166 | $2M | 0.2% | HOLD |
| 121 | SHVISHARES TR | 19,233 | $2M | 0.2% | HOLD |
| 122 | JCPBJ P MORGAN EXCHANGE TRADED F | 43,706 | $2M | 0.2% | HOLD |
| 123 | HONHONEYWELL INTL INC | 10,133 | $2M | 0.2% | TRIM −42% |
| 124 | GBILGOLDMAN SACHS ETF TR | 20,792 | $2M | 0.2% | TRIM −2% |
| 125 | KIMKIMCO RLTY CORP | 88,569 | $2M | 0.2% | TRIM −2% |
| 126 | HOLXHOLOGIC INC | 25,215 | $2M | 0.2% | TRIM −2% |
| 127 | ANETArista Networks Inc | 5,319 | $2M | 0.2% | HOLD |
| 128 | KLACKLA CORP | 2,633 | $2M | 0.2% | NEW |
| 129 | VRSKVERISK ANALYTICS INC | 7,481 | $2M | 0.2% | HOLD |
| 130 | CATCATERPILLAR INC | 5,078 | $2M | 0.1% | HOLD |
| 131 | EMREMERSON ELEC CO | 18,116 | $2M | 0.1% | HOLD |
| 132 | VRTVERTIV HOLDINGS CO | 19,844 | $2M | 0.1% | HOLD |
| 133 | IEFAISHARES TR | 25,284 | $2M | 0.1% | HOLD |
| 134 | SCHESCHWAB STRATEGIC TR | 67,217 | $2M | 0.1% | ADD 5% |
| 135 | CVLCMORGAN STANLEY ETF TRUST | 26,974 | $2M | 0.1% | HOLD |
| 136 | ORCLORACLE CORP | 11,284 | $2M | 0.1% | HOLD |
| 137 | EMEEMCOR GROUP INC | 4,466 | $2M | 0.1% | ADD 249% |
| 138 | PAYXPAYCHEX INC | 14,138 | $2M | 0.1% | TRIM −3% |
| 139 | SFSTIFEL FINL CORP | 19,920 | $2M | 0.1% | HOLD |
| 140 | MAAMID-AMER APT CMNTYS INC | 11,666 | $2M | 0.1% | ADD 2% |
| 141 | INVHINVITATION HOMES INC | 51,675 | $2M | 0.1% | HOLD |
| 142 | TOLTOLL BROTHERS INC | 11,481 | $2M | 0.1% | HOLD |
| 143 | ABTABBOTT LABS | 15,377 | $2M | 0.1% | HOLD |
| 144 | DUKDUKE ENERGY CORP NEW | 15,128 | $2M | 0.1% | TRIM −5% |
| 145 | EFAISHARES TR | 20,640 | $2M | 0.1% | HOLD |
| 146 | JMSIJ P MORGAN EXCHANGE TRADED F | 33,405 | $2M | 0.1% | HOLD |
| 147 | PWRQUANTA SVCS INC | 5,572 | $2M | 0.1% | ADD 9% |
| 148 | SPOTSPOTIFY TECHNOLOGY S A | 4,427 | $2M | 0.1% | HOLD |
| 149 | LINLINDE PLC | 3,374 | $2M | 0.1% | HOLD |
| 150 | VOOGVANGUARD ADMIRAL FDS INC | 4,627 | $2M | 0.1% | TRIM −9% |
| 151 | GLPIGAMING & LEISURE P | 30,978 | $2M | 0.1% | HOLD |
| 152 | NSCNORFOLK SOUTHN CORP | 6,345 | $2M | 0.1% | HOLD |
| 153 | XLVSELECT SECTOR SPDR TR | 9,992 | $2M | 0.1% | ADD 2% |
| 154 | IWMISHARES TR | 6,908 | $2M | 0.1% | HOLD |
| 155 | DISDISNEY WALT CO | 15,858 | $2M | 0.1% | HOLD |
| 156 | BSVVANGUARD BD INDEX FDS | 19,187 | $2M | 0.1% | ADD 123% |
| 157 | IVWISHARES TR | 15,716 | $2M | 0.1% | HOLD |
| 158 | BACBANK AMERICA CORP | 37,831 | $2M | 0.1% | TRIM −7% |
| 159 | QCOMQUALCOMM INC | 8,745 | $1M | 0.1% | ADD 11% |
| 160 | CMECME GROUP INC | 6,730 | $1M | 0.1% | NEW |
| 161 | ADPAUTOMATIC DATA PROCESSING IN | 5,303 | $1M | 0.1% | TRIM −9% |
| 162 | DONWISDOMTREE TR | 28,492 | $1M | 0.1% | HOLD |
| 163 | VBVANGUARD INDEX FDS | 6,099 | $1M | 0.1% | ADD 6% |
| 164 | AGGISHARES TR | 14,201 | $1M | 0.1% | NEW |
| 165 | ETNEATON CORP PLC | 4,328 | $1M | 0.1% | TRIM −3% |
| 166 | UBERUBER TECHNOLOGIES INC | 19,080 | $1M | 0.1% | HOLD |
| 167 | IWFISHARES TR | 3,709 | $1M | 0.1% | HOLD |
| 168 | SNPSSYNOPSYS INC | 2,714 | $1M | 0.1% | TRIM −2% |
| 169 | TOTALENERGIES SE | 21,183 | $1M | 0.1% | TRIM −2% |
| 170 | RTXRTX CORPORATION | 10,916 | $1M | 0.1% | TRIM −16% |
| 171 | BNYBANK NEW YORK MELLON CORP | 16,897 | $1M | 0.1% | TRIM −3% |
| 172 | PYPLPAYPAL HLDGS INC | 15,511 | $1M | 0.1% | ADD 4% |
| 173 | JJACOBS SOLUTIONS INC | 9,029 | $1M | 0.1% | HOLD |
| 174 | ELFE L F BEAUTY INC | 10,612 | $1M | 0.1% | ADD 478% |
| 175 | XLPSELECT SECTOR SPDR TR | 13,560 | $1M | 0.1% | HOLD |
| 176 | MSIMOTOROLA SOLUTIONS INC | 2,488 | $1M | 0.1% | TRIM −4% |
| 177 | HYMBSPDR SERIES TRUST | 42,459 | $1M | 0.1% | HOLD |
| 178 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 18,510 | $1M | 0.1% | TRIM −7% |
| 179 | TSLATESLA INC | 4,049 | $1M | 0.1% | HOLD |
| 180 | ADBEADOBE INC | 2,044 | $1M | 0.1% | TRIM −4% |
| 181 | CITHE CIGNA GROUP | 3,047 | $1M | 0.1% | TRIM −6% |
| 182 | CARRCARRIER GLOBAL CORPORATION | 13,065 | $1M | 0.1% | HOLD |
| 183 | DESWISDOMTREE TR | 29,843 | $1M | 0.1% | ADD 3% |
| 184 | DLNWISDOMTREE TR | 13,075 | $1M | 0.1% | TRIM −15% |
| 185 | MCDMCDONALDS CORP | 3,357 | $1M | 0.1% | ADD 10% |
| 186 | VDCVANGUARD WORLD FD | 4,587 | $1M | 0.1% | TRIM −9% |
| 187 | XELXCEL ENERGY INC | 15,314 | $1M | 0.1% | ADD 4% |
| 188 | PFFISHARES TR | 29,624 | $984,406 | 0.1% | TRIM −2% |
| 189 | DIASPDR DOW JONES INDL AVERAGE | 2,294 | $970,637 | 0.1% | HOLD |
| 190 | CPTCAMDEN PPTY TR | 7,386 | $912,454 | 0.1% | ADD 2% |
| 191 | ALLALLSTATE CORP | 4,752 | $901,304 | 0.1% | HOLD |
| 192 | URIUNITED RENTALS INC | 1,106 | $895,561 | 0.1% | TRIM −11% |
| 193 | MAMASTERCARD INCORPORATED | 1,778 | $877,750 | 0.1% | ADD 8% |
| 194 | ADMARCHER DANIELS MIDLAND CO | 14,616 | $873,160 | 0.1% | HOLD |
| 195 | ISTBISHARES TR | 17,701 | $861,685 | 0.1% | TRIM −61% |
| 196 | FDXFEDEX CORP | 3,068 | $839,546 | 0.1% | HOLD |
| 197 | SBUXSTARBUCKS CORP | 8,586 | $837,032 | 0.1% | HOLD |
| 198 | LLOEWS CORP | 10,552 | $834,136 | 0.1% | HOLD |
| 199 | RSGREPUBLIC SVCS INC | 4,131 | $829,686 | 0.1% | TRIM −2% |
| 200 | APOAPOLLO GLOBAL MGMT INC | 6,537 | $816,529 | 0.1% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.