CIK 1790153
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2020-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 | 31.67% | 139 |
| Chemicals | 7.70% | 12 |
| Pharmaceuticals & Biotechnology | 7.43% | 15 |
| Technology Hardware & Equipment | 5.10% | 7 |
| Specialty Retail | 4.63% | 10 |
| Software | 3.80% | 7 |
| Semiconductors & Semiconductor Equipment | 3.52% | 11 |
| Commercial Services & Supplies | 3.27% | 9 |
| Software & IT Services | 2.74% | 5 |
| Banks | 2.73% | 12 |
| Insurance | 2.55% | 15 |
| Machinery | 2.22% | 12 |
| Utilities | 2.18% | 22 |
| Beverages | 1.62% | 3 |
| Aerospace & Defense | 1.59% | 7 |
| Hotels, Restaurants & Leisure | 1.57% | 5 |
| Diversified Telecommunication Services | 1.54% | 3 |
| Agricultural Products | 1.50% | 1 |
| Oil, Gas & Consumable Fuels | 1.46% | 7 |
| Capital Markets | 1.33% | 10 |
| Road & Rail | 1.27% | 5 |
| Health Care Equipment & Supplies | 1.06% | 7 |
| Entertainment | 0.90% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.90% | 10 |
| Paper & Forest Products | 0.83% | 5 |
| Food Products | 0.72% | 8 |
| Distributors | 0.65% | 3 |
| Media & Entertainment | 0.65% | 4 |
| Electrical Equipment & Components | 0.43% | 3 |
| Communications Equipment | 0.42% | 1 |
| Food & Staples Retailing | 0.37% | 2 |
| Tobacco | 0.36% | 2 |
| Metals & Mining | 0.29% | 2 |
| Airlines | 0.24% | 1 |
| Construction & Engineering | 0.18% | 1 |
| Automobiles & Components | 0.17% | 3 |
| Household Durables | 0.10% | 1 |
| Life Sciences Tools & Services | 0.10% | 2 |
| Textiles, Apparel & Luxury Goods | 0.09% | 1 |
| Professional Services | 0.08% | 1 |
| Construction Materials | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | TCF FINANCIAL CORP | Unclassified | 4.45% | |
| 2 | AAPL | Apple Inc. | Information Technology | 3.14% |
| 3 | DOW | DOW INC. | Materials | 2.52% |
| 4 | MSFT | MICROSOFT CORP | Information Technology | 2.50% |
| 5 | DD | DuPont de Nemours, Inc. | Materials | 2.37% |
| 6 | JNJ | JOHNSON & JOHNSON | Health Care | 1.72% |
| 7 | JPM | JPMORGAN CHASE & CO | Financials | 1.69% |
| 8 | AMZN | AMAZON COM INC | Consumer Discretionary | 1.58% |
| 9 | GOOGL | Alphabet Inc. | Communication Services | 1.55% |
| 10 | CTVA | Corteva, Inc. | Consumer Staples | 1.50% |
238/376 names classified · sector 68.6% of weight · industry 68.3% · mkt cap 67.9%; 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: 68.6% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 67.3% of book weight (226/362 names) · unclassified 32.7%: , SPY, VCSH, VO, VB, IVV, VT, VCIT, QQQ, VWO +126 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 | TCF FINANCIAL CORP | 845,985 | $39M | 4.5% | TRIM −4% |
| 2 | AAPLAPPLE INC | 226,577 | $28M | 3.1% | TRIM −12% |
| 3 | DOWDOW HLDGS INC | 348,397 | $22M | 2.5% | TRIM −8% |
| 4 | MSFTMICROSOFT CORP | 93,704 | $22M | 2.5% | TRIM −3% |
| 5 | DDDUPONT DE NEMOURS INC | 271,011 | $21M | 2.4% | TRIM −11% |
| 6 | JNJJOHNSON & JOHNSON | 92,116 | $15M | 1.7% | TRIM −11% |
| 7 | JPMJPMORGAN CHASE & CO | 97,914 | $15M | 1.7% | TRIM −18% |
| 8 | AMZNAMAZON COM INC | 4,501 | $14M | 1.6% | TRIM −23% |
| 9 | GOOGLALPHABET INC | 6,618 | $14M | 1.5% | TRIM −15% |
| 10 | CTVACORTEVA INC | 283,223 | $13M | 1.5% | TRIM −10% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 33,058 | $13M | 1.5% | HOLD |
| 12 | ABTABBOTT LABS | 103,324 | $12M | 1.4% | TRIM −16% |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 145,051 | $12M | 1.4% | ADD 3% |
| 14 | INTCINTEL CORP | 165,752 | $11M | 1.2% | TRIM −11% |
| 15 | VOVANGUARD INDEX FDS | 47,685 | $11M | 1.2% | HOLD |
| 16 | PGPROCTER AND GAMBLE CO | 76,596 | $10M | 1.2% | TRIM −20% |
| 17 | ABBVABBVIE INC | 92,802 | $10M | 1.1% | TRIM −16% |
| 18 | VBVANGUARD INDEX FDS | 46,806 | $10M | 1.1% | HOLD |
| 19 | MCDMCDONALDS CORP | 44,257 | $10M | 1.1% | HOLD |
| 20 | IVVISHARES TR | 24,819 | $10M | 1.1% | TRIM −20% |
| 21 | VTVANGUARD INTL EQUITY INDEX F | 99,981 | $10M | 1.1% | HOLD |
| 22 | VCITVANGUARD SCOTTSDALE FDS | 102,707 | $10M | 1.1% | ADD 3% |
| 23 | QQQINVESCO QQQ TR | 27,629 | $9M | 1.0% | TRIM −6% |
| 24 | ADPAUTOMATIC DATA PROCESSING IN | 44,235 | $8M | 0.9% | TRIM −31% |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 155,950 | $8M | 0.9% | ADD 6% |
| 26 | DISDISNEY WALT CO | 43,128 | $8M | 0.9% | TRIM −34% |
| 27 | HDHOME DEPOT INC | 25,427 | $8M | 0.9% | TRIM −29% |
| 28 | PEPPEPSICO INC | 53,319 | $8M | 0.9% | TRIM −20% |
| 29 | EFAISHARES TR | 89,304 | $7M | 0.8% | TRIM −4% |
| 30 | VVISA INC | 30,858 | $7M | 0.7% | TRIM −27% |
| 31 | LOWLOWES COS INC | 34,292 | $7M | 0.7% | TRIM −10% |
| 32 | PFEPFIZER INC | 178,425 | $6M | 0.7% | TRIM −4% |
| 33 | MRKMERCK & CO INC | 83,004 | $6M | 0.7% | TRIM −2% |
| 34 | VTIVANGUARD INDEX FDS | 29,895 | $6M | 0.7% | ADD 111% |
| 35 | XLKSELECT SECTOR SPDR TR | 46,161 | $6M | 0.7% | TRIM −3% |
| 36 | AVGOBROADCOM INC | 13,125 | $6M | 0.7% | TRIM −32% |
| 37 | ACNACCENTURE PLC IRELAND | 21,856 | $6M | 0.7% | TRIM −29% |
| 38 | VZVERIZON COMMUNICATIONS INC | 101,683 | $6M | 0.7% | TRIM −8% |
| 39 | IJKISHARES TR | 74,808 | $6M | 0.7% | TRIM −3% |
| 40 | PYPLPAYPAL HLDGS INC | 23,691 | $6M | 0.7% | TRIM −5% |
| 41 | TAT&T INC | 188,316 | $6M | 0.6% | TRIM −8% |
| 42 | UNPUNION PAC CORP | 25,627 | $6M | 0.6% | TRIM −7% |
| 43 | IWMISHARES TR | 25,312 | $6M | 0.6% | HOLD |
| 44 | CRMSALESFORCE INC | 26,227 | $6M | 0.6% | TRIM −11% |
| 45 | CVXCHEVRON CORP NEW | 50,595 | $5M | 0.6% | TRIM −21% |
| 46 | UNHUNITEDHEALTH GROUP INC | 14,053 | $5M | 0.6% | TRIM −13% |
| 47 | VEUVANGUARD INTL EQUITY INDEX F | 85,914 | $5M | 0.6% | ADD 59% |
| 48 | SYKSTRYKER CORPORATION | 20,915 | $5M | 0.6% | HOLD |
| 49 | CATCATERPILLAR INC | 21,721 | $5M | 0.6% | TRIM −13% |
| 50 | CSCOCISCO SYS INC | 92,868 | $5M | 0.5% | TRIM −27% |
| 51 | NKENIKE INC | 35,907 | $5M | 0.5% | TRIM −21% |
| 52 | XOMEXXON MOBIL CORP | 82,648 | $5M | 0.5% | TRIM −8% |
| 53 | KOCOCA COLA CO | 87,463 | $5M | 0.5% | TRIM −11% |
| 54 | WTWWILLIS TOWERS WATSON PLC LTD | 20,020 | $5M | 0.5% | HOLD |
| 55 | GPCGENUINE PARTS CO | 39,464 | $5M | 0.5% | TRIM −3% |
| 56 | FISVFISERV INC | 37,870 | $5M | 0.5% | TRIM −64% |
| 57 | IJJISHARES TR | 42,787 | $4M | 0.5% | TRIM −2% |
| 58 | NEENEXTERA ENERGY INC | 53,508 | $4M | 0.5% | TRIM −39% |
| 59 | XLFSELECT SECTOR SPDR TR | 111,615 | $4M | 0.4% | HOLD |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 8,271 | $4M | 0.4% | TRIM −38% |
| 61 | QCOMQUALCOMM INC | 28,258 | $4M | 0.4% | HOLD |
| 62 | TGTTARGET CORP | 18,518 | $4M | 0.4% | ADD 8% |
| 63 | DEDEERE & CO | 9,726 | $4M | 0.4% | TRIM −3% |
| 64 | IJHISHARES TR | 13,838 | $4M | 0.4% | HOLD |
| 65 | VOOVANGUARD INDEX FDS | 9,578 | $3M | 0.4% | ADD 4% |
| 66 | AMGNAMGEN INC | 13,923 | $3M | 0.4% | ADD 12% |
| 67 | VUGVANGUARD INDEX FDS | 13,360 | $3M | 0.4% | TRIM −19% |
| 68 | HONHONEYWELL INTL INC | 15,667 | $3M | 0.4% | TRIM −39% |
| 69 | VTVVANGUARD INDEX FDS | 25,071 | $3M | 0.4% | ADD 3% |
| 70 | TXNTEXAS INSTRS INC | 17,435 | $3M | 0.4% | TRIM −14% |
| 71 | AMATAPPLIED MATLS INC | 24,637 | $3M | 0.4% | HOLD |
| 72 | DHRDANAHER CORP DEL | 14,602 | $3M | 0.4% | TRIM −29% |
| 73 | ALLALLSTATE CORP | 27,055 | $3M | 0.4% | TRIM −28% |
| 74 | WMTWALMART INC | 22,704 | $3M | 0.3% | TRIM −6% |
| 75 | KLACKLA CORP | 9,320 | $3M | 0.3% | TRIM −33% |
| 76 | CVSCVS HEALTH CORP | 40,515 | $3M | 0.3% | HOLD |
| 77 | CMICUMMINS INC | 11,310 | $3M | 0.3% | ADD 16% |
| 78 | VEAVANGUARD TAX-MANAGED FDS | 58,530 | $3M | 0.3% | ADD 4% |
| 79 | UPSUNITED PARCEL SERVICE INC | 16,874 | $3M | 0.3% | ADD 15% |
| 80 | ICEINTERCONTINENTAL EXCHANGE IN | 24,210 | $3M | 0.3% | TRIM −7% |
| 81 | EMREMERSON ELEC CO | 29,951 | $3M | 0.3% | TRIM −36% |
| 82 | BMYBRISTOL-MYERS SQUIBB CO | 42,684 | $3M | 0.3% | TRIM −13% |
| 83 | GISGENERAL MILLS INC | 43,830 | $3M | 0.3% | TRIM −8% |
| 84 | RTXRTX CORPORATION | 34,613 | $3M | 0.3% | TRIM −53% |
| 85 | ADIANALOG DEVICES INC | 17,025 | $3M | 0.3% | HOLD |
| 86 | FITBFIFTH THIRD BANCORP | 70,479 | $3M | 0.3% | HOLD |
| 87 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 42,560 | $3M | 0.3% | ADD 42% |
| 88 | PKGPACKAGING CORP AMER | 19,256 | $3M | 0.3% | ADD 4% |
| 89 | LRCXLAM RESEARCH | 4,336 | $3M | 0.3% | TRIM −7% |
| 90 | BLKBLACKROCK INC | 3,416 | $3M | 0.3% | TRIM −12% |
| 91 | WMWASTE MGMT INC DEL | 19,809 | $3M | 0.3% | HOLD |
| 92 | LMTLOCKHEED MARTIN CORP | 6,877 | $3M | 0.3% | TRIM −8% |
| 93 | KMBKIMBERLY-CLARK CORP | 18,148 | $3M | 0.3% | ADD 20% |
| 94 | VGITVANGUARD SCOTTSDALE FDS | 37,334 | $3M | 0.3% | ADD 31% |
| 95 | IWFISHARES TR | 9,911 | $2M | 0.3% | TRIM −7% |
| 96 | ORCLORACLE CORP | 34,119 | $2M | 0.3% | TRIM −28% |
| 97 | APDAIR PRODS & CHEMS INC | 8,423 | $2M | 0.3% | ADD 3% |
| 98 | GLWCORNING INC | 53,765 | $2M | 0.3% | HOLD |
| 99 | XLUSELECT SECTOR SPDR TR | 36,413 | $2M | 0.3% | TRIM −4% |
| 100 | VCRVANGUARD WORLD FD | 7,715 | $2M | 0.3% | HOLD |
| 101 | LQDISHARES TR | 17,327 | $2M | 0.3% | ADD 2% |
| 102 | VIGVANGUARD SPECIALIZED FUNDS | 15,016 | $2M | 0.3% | HOLD |
| 103 | VNQVANGUARD INDEX FDS | 23,686 | $2M | 0.2% | HOLD |
| 104 | FDXFEDEX CORP | 7,587 | $2M | 0.2% | TRIM −5% |
| 105 | AMTAMERICAN TOWER CORP | 8,993 | $2M | 0.2% | TRIM −10% |
| 106 | STZCONSTELLATION BRANDS INC | 9,334 | $2M | 0.2% | TRIM −15% |
| 107 | VRTXVERTEX PHARMACEUTICALS INC | 9,904 | $2M | 0.2% | TRIM −4% |
| 108 | EFGISHARES TR | 20,699 | $2M | 0.2% | TRIM −9% |
| 109 | IBMINTERNATIONAL BUSINESS MACHS | 15,335 | $2M | 0.2% | ADD 12% |
| 110 | SDYSPDR SER TR | 17,213 | $2M | 0.2% | HOLD |
| 111 | DLRDIGITAL RLTY TR INC | 14,332 | $2M | 0.2% | ADD 6% |
| 112 | TMUST-MOBILE US INC | 15,974 | $2M | 0.2% | TRIM −4% |
| 113 | BRK.BBERKSHIRE HATHAWAY INC DEL | 7,770 | $2M | 0.2% | TRIM −9% |
| 114 | CMCSACOMCAST CORP NEW | 36,688 | $2M | 0.2% | HOLD |
| 115 | LLYELI LILLY & CO | 10,518 | $2M | 0.2% | TRIM −16% |
| 116 | MOALTRIA GROUP INC | 38,341 | $2M | 0.2% | TRIM −11% |
| 117 | XLYSELECT SECTOR SPDR TR | 11,446 | $2M | 0.2% | HOLD |
| 118 | COSTCOSTCO WHSL CORP NEW | 5,426 | $2M | 0.2% | TRIM −57% |
| 119 | EPDENTERPRISE PRODS PARTNERS L | 86,225 | $2M | 0.2% | HOLD |
| 120 | AEPAMERICAN ELEC PWR CO INC | 22,294 | $2M | 0.2% | TRIM −5% |
| 121 | TJXTJX COS INC NEW | 28,541 | $2M | 0.2% | TRIM −17% |
| 122 | GLDSPDR GOLD TR | 11,620 | $2M | 0.2% | TRIM −15% |
| 123 | LHXL3HARRIS TECHNOLOGIES INC | 9,075 | $2M | 0.2% | TRIM −4% |
| 124 | SBUXSTARBUCKS CORP | 16,255 | $2M | 0.2% | ADD 13% |
| 125 | VOXVANGUARD WORLD FD | 13,513 | $2M | 0.2% | TRIM −20% |
| 126 | SCHWSCHWAB CHARLES CORP | 26,767 | $2M | 0.2% | TRIM −15% |
| 127 | EEMISHARES TR | 30,986 | $2M | 0.2% | ADD 15% |
| 128 | BABOEING CO | 6,466 | $2M | 0.2% | TRIM −4% |
| 129 | DHID R HORTON INC | 18,098 | $2M | 0.2% | TRIM −8% |
| 130 | ELLAUDER ESTEE COS INC | 5,511 | $2M | 0.2% | TRIM −6% |
| 131 | ETNEATON CORP PLC | 11,306 | $2M | 0.2% | HOLD |
| 132 | MDTMEDTRONIC PLC | 13,211 | $2M | 0.2% | TRIM −19% |
| 133 | PRUPRUDENTIAL FINL INC | 16,749 | $2M | 0.2% | TRIM −8% |
| 134 | SPGIS&P GLOBAL INC | 4,245 | $1M | 0.2% | TRIM −25% |
| 135 | VFHVANGUARD WORLD FD | 17,679 | $1M | 0.2% | TRIM −56% |
| 136 | DVYISHARES TR | 13,069 | $1M | 0.2% | HOLD |
| 137 | CLXCLOROX CO DEL | 7,673 | $1M | 0.2% | TRIM −38% |
| 138 | GOOGALPHABET INC | 713 | $1M | 0.2% | TRIM −58% |
| 139 | DRIDARDEN RESTAURANTS INC | 10,288 | $1M | 0.2% | TRIM −10% |
| 140 | NFLXNETFLIX INC | 2,797 | $1M | 0.2% | TRIM −20% |
| 141 | USBUS BANCORP | 26,158 | $1M | 0.2% | TRIM −2% |
| 142 | DTEDTE ENERGY CO | 10,813 | $1M | 0.2% | ADD 10% |
| 143 | IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF | 8,085 | $1M | 0.2% | TRIM −5% |
| 144 | CITHE CIGNA GROUP | 5,785 | $1M | 0.2% | HOLD |
| 145 | CLCOLGATE PALMOLIVE CO | 17,425 | $1M | 0.2% | TRIM −3% |
| 146 | ADSKAUTODESK INC | 4,877 | $1M | 0.2% | TRIM −15% |
| 147 | DESWISDOMTREE TR | 43,178 | $1M | 0.2% | ADD 3% |
| 148 | ZTSZOETIS INC | 8,521 | $1M | 0.2% | TRIM −33% |
| 149 | GDGENERAL DYNAMICS CORP | 7,121 | $1M | 0.1% | HOLD |
| 150 | FASTFASTENAL CO | 25,674 | $1M | 0.1% | TRIM −3% |
| 151 | OMCOMNICOM GROUP INC | 17,310 | $1M | 0.1% | HOLD |
| 152 | TIPISHARES TR | 10,201 | $1M | 0.1% | ADD 64% |
| 153 | BACBANK AMERICA CORP | 32,214 | $1M | 0.1% | HOLD |
| 154 | TROWPRICE T ROWE GROUP INC | 7,231 | $1M | 0.1% | HOLD |
| 155 | PMPHILIP MORRIS INTL INC | 13,893 | $1M | 0.1% | TRIM −3% |
| 156 | NSCNORFOLK SOUTHN CORP | 4,571 | $1M | 0.1% | HOLD |
| 157 | VGTVANGUARD WORLD FD | 3,413 | $1M | 0.1% | TRIM −3% |
| 158 | AXPAMERICAN EXPRESS CO | 8,645 | $1M | 0.1% | TRIM −86% |
| 159 | TRVTRAVELERS COMPANIES INC | 8,070 | $1M | 0.1% | HOLD |
| 160 | ADBEADOBE INC | 2,550 | $1M | 0.1% | HOLD |
| 161 | CSXCSX CORP | 12,206 | $1M | 0.1% | TRIM −42% |
| 162 | SCHRSCHWAB STRATEGIC TR | 20,770 | $1M | 0.1% | ADD 6% |
| 163 | MDLZMONDELEZ INTL INC | 19,966 | $1M | 0.1% | HOLD |
| 164 | EBAYEBAY INC. | 18,760 | $1M | 0.1% | TRIM −43% |
| 165 | IJRISHARES TR | 10,575 | $1M | 0.1% | TRIM −2% |
| 166 | DONWISDOMTREE TR | 28,411 | $1M | 0.1% | ADD 3% |
| 167 | DUKDUKE ENERGY CORP NEW | 11,861 | $1M | 0.1% | HOLD |
| 168 | PPLPPL CORP | 38,874 | $1M | 0.1% | TRIM −9% |
| 169 | EFVISHARES TR | 21,252 | $1M | 0.1% | ADD 6% |
| 170 | IWRISHARES TR | 14,455 | $1M | 0.1% | HOLD |
| 171 | IPINTERNATIONAL PAPER CO | 19,553 | $1M | 0.1% | ADD 4% |
| 172 | EMNEASTMAN CHEM CO | 9,574 | $1M | 0.1% | HOLD |
| 173 | PGRPROGRESSIVE CORP | 10,888 | $1M | 0.1% | TRIM −22% |
| 174 | DOLWISDOMTREE TR | 21,917 | $1M | 0.1% | TRIM −5% |
| 175 | SOSOUTHERN CO | 16,619 | $1M | 0.1% | TRIM −10% |
| 176 | COPCONOCOPHILLIPS | 19,382 | $1M | 0.1% | TRIM −3% |
| 177 | CHTRCHARTER COMMUNICATIONS INC | 1,656 | $1M | 0.1% | TRIM −23% |
| 178 | VBKVANGUARD INDEX FDS | 3,719 | $1M | 0.1% | ADD 18% |
| 179 | METMETLIFE INC | 16,726 | $1M | 0.1% | TRIM −6% |
| 180 | AFLAFLAC INC | 19,699 | $1M | 0.1% | TRIM −5% |
| 181 | SWKSSKYWORKS SOLUTIONS INC | 5,458 | $1M | 0.1% | TRIM −11% |
| 182 | CARRCARRIER GLOBAL CORPORATION | 23,678 | $1M | 0.1% | TRIM −62% |
| 183 | EXCEXELON CORP | 22,545 | $986,000 | 0.1% | HOLD |
| 184 | BXBLACKSTONE INC | 13,192 | $983,000 | 0.1% | HOLD |
| 185 | IGSBISHARES TR | 17,683 | $967,000 | 0.1% | ADD 9% |
| 186 | MMM3M CO | 4,987 | $961,000 | 0.1% | HOLD |
| 187 | DDOMINION ENERGY INC | 12,556 | $954,000 | 0.1% | TRIM −37% |
| 188 | CAHCARDINAL HEALTH INC | 15,656 | $951,000 | 0.1% | HOLD |
| 189 | MCHPMICROCHIP TECHNOLOGY INC. | 6,045 | $939,000 | 0.1% | TRIM −72% |
| 190 | NVDANVIDIA CORPORATION | 1,758 | $939,000 | 0.1% | ADD 30% |
| 191 | NVSNOVARTIS AG | 10,966 | $938,000 | 0.1% | HOLD |
| 192 | KELLANOVA | 14,628 | $926,000 | 0.1% | TRIM −2% |
| 193 | AOSSMITH A O CORP | 13,500 | $913,000 | 0.1% | ADD 8% |
| 194 | SWKSTANLEY BLACK & DECKER INC | 4,480 | $895,000 | 0.1% | HOLD |
| 195 | BNDVANGUARD BD INDEX FDS | 10,517 | $891,000 | 0.1% | TRIM −2% |
| 196 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,509 | $888,000 | 0.1% | ADD 3% |
| 197 | MSMORGAN STANLEY | 11,352 | $882,000 | 0.1% | ADD 20% |
| 198 | GILDGILEAD SCIENCES INC | 13,605 | $880,000 | 0.1% | TRIM −22% |
| 199 | AGGISHARES TR | 7,613 | $867,000 | 0.1% | HOLD |
| 200 | NEOGNEOGEN CORP | 9,741 | $866,000 | 0.1% | TRIM −2% |
Where this firm's principals came from and which firms its alumni went on to found.