CIK 781875
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-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 | 62.97% | 185 |
| Specialty Retail | 4.03% | 14 |
| Pharmaceuticals & Biotechnology | 3.94% | 15 |
| Commercial Services & Supplies | 3.21% | 9 |
| Software | 2.97% | 16 |
| Technology Hardware & Equipment | 2.54% | 12 |
| Semiconductors & Semiconductor Equipment | 2.13% | 12 |
| Machinery | 2.04% | 12 |
| Insurance | 1.90% | 16 |
| Software & IT Services | 1.85% | 6 |
| Chemicals | 1.37% | 14 |
| Oil, Gas & Consumable Fuels | 1.04% | 11 |
| Banks | 1.02% | 17 |
| Road & Rail | 0.87% | 5 |
| Aerospace & Defense | 0.86% | 8 |
| Hotels, Restaurants & Leisure | 0.79% | 5 |
| Health Care Equipment & Supplies | 0.73% | 9 |
| Construction & Engineering | 0.68% | 4 |
| Beverages | 0.59% | 7 |
| Utilities | 0.58% | 12 |
| Capital Markets | 0.49% | 5 |
| Equity Real Estate Investment Trusts (REITs) | 0.47% | 12 |
| Media & Entertainment | 0.45% | 2 |
| Automobiles & Components | 0.44% | 5 |
| Diversified Telecommunication Services | 0.38% | 4 |
| Distributors | 0.31% | 3 |
| Tobacco | 0.29% | 3 |
| Food Products | 0.23% | 5 |
| Metals & Mining | 0.22% | 4 |
| Electrical Equipment & Components | 0.11% | 2 |
| Paper & Forest Products | 0.07% | 2 |
| Airlines | 0.07% | 1 |
| Textiles, Apparel & Luxury Goods | 0.06% | 2 |
| Food & Staples Retailing | 0.05% | 2 |
| Health Care Providers & Services | 0.05% | 2 |
| Entertainment | 0.05% | 1 |
| Communications Equipment | 0.04% | 1 |
| Real Estate Management & Development | 0.04% | 1 |
| Life Sciences Tools & Services | 0.02% | 1 |
| Professional Services | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IVV | ISHARES TR | Unclassified | 5.47% |
| 2 | BIV | VANGUARD BD INDEX FDS | Unclassified | 2.93% |
| 3 | IWB | ISHARES TR | Unclassified | 2.72% |
| 4 | IUSB | ISHARES TR | Unclassified | 2.55% |
| 5 | EFA | ISHARES TR | Unclassified | 2.11% |
| 6 | IJH | ISHARES TR | Unclassified | 1.79% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | Unclassified | 1.78% |
| 8 | QQQ | INVESCO QQQ TR | Unclassified | 1.75% |
| 9 | DFAX | DIMENSIONAL ETF TRUST | Unclassified | 1.71% |
| 10 | MSFT | MICROSOFT CORP | Information Technology | 1.33% |
265/448 names classified · sector 37.3% of weight · industry 37.0% · mkt cap 36.1%; 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: 37.3% of the book is sector-classified (unclassified names shown, never dropped).
Only 35% of book weight classified — the grid is NOT representative of the whole book.
Classified: 35.2% of book weight (229/442 names) · unclassified 64.8%: IVV, BIV, IWB, IUSB, EFA, IJH, DFAC, QQQ, DFAX, SPY +203 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 | IVVISHARES TR | 152,619 | $66M | 5.5% | TRIM −6% |
| 2 | BIVVANGUARD BD INDEX FDS | 488,345 | $35M | 2.9% | TRIM −5% |
| 3 | IWBISHARES TR | 138,910 | $33M | 2.7% | TRIM −16% |
| 4 | IUSBISHARES TR | 701,413 | $31M | 2.5% | TRIM −19% |
| 5 | EFAISHARES TR | 368,994 | $25M | 2.1% | TRIM −6% |
| 6 | IJHISHARES TR | 85,976 | $22M | 1.8% | HOLD |
| 7 | DFACDIMENSIONAL ETF TRUST | 819,891 | $21M | 1.8% | TRIM −4% |
| 8 | QQQINVESCO QQQ TR | 58,775 | $21M | 1.8% | ADD 23% |
| 9 | DFAXDIMENSIONAL ETF TRUST | 916,863 | $21M | 1.7% | TRIM −2% |
| 10 | MSFTMICROSOFT CORP | 50,818 | $16M | 1.3% | TRIM −15% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 37,310 | $16M | 1.3% | TRIM −28% |
| 12 | SHVISHARES TR | 136,911 | $15M | 1.3% | TRIM −60% |
| 13 | QUALISHARES TR | 114,108 | $15M | 1.3% | TRIM −18% |
| 14 | IJRISHARES TR | 153,436 | $15M | 1.2% | ADD 2% |
| 15 | AAPLAPPLE INC | 81,416 | $14M | 1.2% | TRIM −29% |
| 16 | UNHUNITEDHEALTH GROUP INC | 25,258 | $13M | 1.1% | TRIM −2% |
| 17 | DLNWISDOMTREE TR | 204,818 | $13M | 1.0% | TRIM −18% |
| 18 | IWMISHARES TR | 69,713 | $12M | 1.0% | HOLD |
| 19 | IVWISHARES TR | 175,713 | $12M | 1.0% | ADD 16% |
| 20 | IWRISHARES TR | 158,391 | $11M | 0.9% | ADD 14% |
| 21 | EFVISHARES TR | 219,685 | $11M | 0.9% | ADD 44% |
| 22 | LLYELI LILLY & CO | 18,923 | $10M | 0.8% | TRIM −18% |
| 23 | VYMVANGUARD WHITEHALL FDS | 97,971 | $10M | 0.8% | HOLD |
| 24 | VOOVANGUARD INDEX FDS | 25,536 | $10M | 0.8% | ADD 4% |
| 25 | BSVVANGUARD BD INDEX FDS | 132,450 | $10M | 0.8% | TRIM −11% |
| 26 | MBBISHARES TR | 109,160 | $10M | 0.8% | TRIM −27% |
| 27 | MAMASTERCARD INCORPORATED | 24,461 | $10M | 0.8% | TRIM −4% |
| 28 | ACNACCENTURE PLC IRELAND | 31,477 | $10M | 0.8% | TRIM −11% |
| 29 | AMZNAMAZON COM INC | 75,960 | $10M | 0.8% | TRIM −31% |
| 30 | IVEISHARES TR | 61,731 | $10M | 0.8% | TRIM −9% |
| 31 | TFLOISHARES TR | 187,132 | $9M | 0.8% | NEW |
| 32 | SHWSHERWIN WILLIAMS CO | 35,939 | $9M | 0.8% | TRIM −2% |
| 33 | LOWLOWES COS INC | 43,738 | $9M | 0.8% | TRIM −3% |
| 34 | ABBVABBVIE INC | 60,901 | $9M | 0.8% | TRIM −6% |
| 35 | BILSPDR SERIES TRUST | 95,667 | $9M | 0.7% | TRIM −22% |
| 36 | INTUINTUIT | 16,094 | $8M | 0.7% | TRIM −3% |
| 37 | ZTSZOETIS INC | 47,225 | $8M | 0.7% | TRIM −3% |
| 38 | IWDISHARES TR | 52,854 | $8M | 0.7% | HOLD |
| 39 | EFGISHARES TR | 91,364 | $8M | 0.7% | TRIM −23% |
| 40 | ADPAUTOMATIC DATA PROCESSING IN | 32,568 | $8M | 0.7% | HOLD |
| 41 | TXNTEXAS INSTRS INC | 48,057 | $8M | 0.6% | HOLD |
| 42 | NVDANVIDIA CORPORATION | 17,516 | $8M | 0.6% | TRIM −9% |
| 43 | CARRCARRIER GLOBAL CORPORATION | 137,271 | $8M | 0.6% | TRIM −4% |
| 44 | SPGIS&P GLOBAL INC | 20,608 | $8M | 0.6% | TRIM −5% |
| 45 | VUGVANGUARD INDEX FDS | 27,560 | $8M | 0.6% | TRIM −6% |
| 46 | DHID R HORTON INC | 69,549 | $7M | 0.6% | TRIM −9% |
| 47 | PHPARKER-HANNIFIN CORP | 19,110 | $7M | 0.6% | TRIM −2% |
| 48 | PRFINVESCO EXCHANGE TRADED FD T | 226,243 | $7M | 0.6% | ADD 384% |
| 49 | VTVVANGUARD INDEX FDS | 50,745 | $7M | 0.6% | TRIM −48% |
| 50 | ROPROPER TECHNOLOGIES INC | 14,160 | $7M | 0.6% | HOLD |
| 51 | USMVISHARES TR | 93,898 | $7M | 0.6% | TRIM −50% |
| 52 | IWVISHARES TR | 27,479 | $7M | 0.6% | TRIM −4% |
| 53 | VVISA INC | 29,329 | $7M | 0.6% | TRIM −7% |
| 54 | IWFISHARES TR | 25,222 | $7M | 0.6% | ADD 13% |
| 55 | NKENIKE INC | 69,548 | $7M | 0.6% | HOLD |
| 56 | DFASDIMENSIONAL ETF TRUST | 125,856 | $7M | 0.5% | HOLD |
| 57 | IEFAISHARES TR | 101,581 | $7M | 0.5% | TRIM −21% |
| 58 | IEMGISHARES INC | 135,255 | $6M | 0.5% | TRIM −31% |
| 59 | LQDISHARES TR | 61,198 | $6M | 0.5% | ADD 128% |
| 60 | SBUXSTARBUCKS CORP | 67,303 | $6M | 0.5% | HOLD |
| 61 | VCSHVANGUARD SCOTTSDALE FDS | 80,806 | $6M | 0.5% | ADD 49% |
| 62 | CNICANADIAN NATL RY CO | 54,999 | $6M | 0.5% | HOLD |
| 63 | TLTISHARES TR | 66,695 | $6M | 0.5% | NEW |
| 64 | FTGCFIRST TR EXCHANGE TRAD FD VI | 237,958 | $6M | 0.5% | HOLD |
| 65 | GOOGLALPHABET INC | 43,560 | $6M | 0.5% | TRIM −3% |
| 66 | VBVANGUARD INDEX FDS | 29,423 | $6M | 0.5% | ADD 55% |
| 67 | MUBISHARES TR | 52,662 | $5M | 0.4% | HOLD |
| 68 | GLDSPDR GOLD TR | 29,086 | $5M | 0.4% | HOLD |
| 69 | METAMETA PLATFORMS INC | 16,609 | $5M | 0.4% | HOLD |
| 70 | DGDOLLAR GEN CORP | 46,950 | $5M | 0.4% | ADD 27% |
| 71 | AVGOBROADCOM INC | 5,738 | $5M | 0.4% | TRIM −37% |
| 72 | GOVTISHARES TR | 213,466 | $5M | 0.4% | TRIM −61% |
| 73 | IGIBISHARES TR | 94,895 | $5M | 0.4% | HOLD |
| 74 | JPMJPMORGAN CHASE & CO | 31,797 | $5M | 0.4% | TRIM −11% |
| 75 | NOBLPROSHARES TR | 51,361 | $5M | 0.4% | ADD 8% |
| 76 | VOVANGUARD INDEX FDS | 21,437 | $4M | 0.4% | TRIM −64% |
| 77 | MRKMERCK & CO INC | 42,460 | $4M | 0.4% | TRIM −7% |
| 78 | DBCINVESCO DB COMMDY INDX TRCK | 174,902 | $4M | 0.4% | TRIM −3% |
| 79 | EEMISHARES TR | 111,565 | $4M | 0.4% | TRIM −2% |
| 80 | VHTVANGUARD WORLD FD | 17,644 | $4M | 0.3% | TRIM −66% |
| 81 | JNJJOHNSON & JOHNSON | 26,366 | $4M | 0.3% | TRIM −25% |
| 82 | RTXRTX CORPORATION | 56,601 | $4M | 0.3% | TRIM −17% |
| 83 | TIPISHARES TR | 38,913 | $4M | 0.3% | ADD 99% |
| 84 | SPLVINVESCO EXCH TRADED FD TR II | 68,559 | $4M | 0.3% | HOLD |
| 85 | WMTWALMART INC | 25,065 | $4M | 0.3% | TRIM −10% |
| 86 | SCHDSCHWAB STRATEGIC TR | 56,626 | $4M | 0.3% | ADD 6% |
| 87 | JQUAJ P MORGAN EXCHANGE TRADED F | 91,549 | $4M | 0.3% | HOLD |
| 88 | IEIISHARES TR | 34,161 | $4M | 0.3% | HOLD |
| 89 | GBILGOLDMAN SACHS ETF TR | 36,594 | $4M | 0.3% | ADD 367% |
| 90 | XOMEXXON MOBIL CORP | 29,563 | $3M | 0.3% | TRIM −55% |
| 91 | HDHOME DEPOT INC | 11,089 | $3M | 0.3% | TRIM −8% |
| 92 | CRMSALESFORCE INC | 16,042 | $3M | 0.3% | TRIM −3% |
| 93 | AMGNAMGEN INC | 12,094 | $3M | 0.3% | TRIM −7% |
| 94 | CMCSACOMCAST CORP NEW | 73,137 | $3M | 0.3% | TRIM −3% |
| 95 | CVXCHEVRON CORP NEW | 19,202 | $3M | 0.3% | TRIM −36% |
| 96 | CSCOCISCO SYS INC | 58,860 | $3M | 0.3% | TRIM −39% |
| 97 | PGPROCTER AND GAMBLE CO | 21,616 | $3M | 0.3% | TRIM −13% |
| 98 | FLOTISHARES TR | 61,175 | $3M | 0.3% | HOLD |
| 99 | AGGISHARES TR | 32,430 | $3M | 0.3% | TRIM −31% |
| 100 | SPEMSPDR INDEX SHS FDS | 90,652 | $3M | 0.3% | HOLD |
| 101 | IAUISHARES GOLD TR | 86,464 | $3M | 0.3% | TRIM −24% |
| 102 | XLPSELECT SECTOR SPDR TR | 43,476 | $3M | 0.2% | HOLD |
| 103 | VBRVANGUARD INDEX FDS | 18,409 | $3M | 0.2% | TRIM −6% |
| 104 | ADBEADOBE INC | 5,670 | $3M | 0.2% | TRIM −6% |
| 105 | COPCONOCOPHILLIPS | 23,842 | $3M | 0.2% | TRIM −49% |
| 106 | VOEVANGUARD INDEX FDS | 21,360 | $3M | 0.2% | TRIM −7% |
| 107 | GOOGALPHABET INC | 20,973 | $3M | 0.2% | TRIM −8% |
| 108 | IYWISHARES TR | 26,254 | $3M | 0.2% | TRIM −52% |
| 109 | PEPPEPSICO INC | 14,996 | $3M | 0.2% | TRIM −51% |
| 110 | ACWXISHARES TR | 53,135 | $2M | 0.2% | ADD 6% |
| 111 | VTWOVANGUARD SCOTTSDALE FDS | 34,950 | $2M | 0.2% | HOLD |
| 112 | BRK.BBERKSHIRE HATHAWAY INC DEL | 7,021 | $2M | 0.2% | HOLD |
| 113 | MGKVanguard Mega Cap Growth ETF | 10,708 | $2M | 0.2% | HOLD |
| 114 | VONGVANGUARD SCOTTSDALE FDS | 35,318 | $2M | 0.2% | ADD 14% |
| 115 | PMPHILIP MORRIS INTL INC | 25,378 | $2M | 0.2% | TRIM −52% |
| 116 | MSMORGAN STANLEY | 28,509 | $2M | 0.2% | TRIM −13% |
| 117 | TSLATESLA INC | 9,256 | $2M | 0.2% | TRIM −7% |
| 118 | XLESELECT SECTOR SPDR TR | 25,369 | $2M | 0.2% | ADD 46% |
| 119 | SLVISHARES SILVER TR | 112,589 | $2M | 0.2% | HOLD |
| 120 | HYFIAB ACTIVE ETFS INC | 65,484 | $2M | 0.2% | HOLD |
| 121 | CMICUMMINS INC | 9,771 | $2M | 0.2% | TRIM −7% |
| 122 | NFLXNETFLIX INC | 5,900 | $2M | 0.2% | ADD 4% |
| 123 | SUBISHARES TR | 21,605 | $2M | 0.2% | HOLD |
| 124 | IJSISHARES TR | 24,537 | $2M | 0.2% | TRIM −57% |
| 125 | VNQVANGUARD INDEX FDS | 28,771 | $2M | 0.2% | ADD 6% |
| 126 | MDTMEDTRONIC PLC | 26,837 | $2M | 0.2% | TRIM −7% |
| 127 | IDUISHARES TR | 28,348 | $2M | 0.2% | HOLD |
| 128 | MCDMCDONALDS CORP | 7,983 | $2M | 0.2% | HOLD |
| 129 | UPSUNITED PARCEL SERVICE INC | 13,312 | $2M | 0.2% | TRIM −11% |
| 130 | BNDVANGUARD BD INDEX FDS | 29,472 | $2M | 0.2% | TRIM −8% |
| 131 | TGTTARGET CORP | 18,422 | $2M | 0.2% | ADD 28% |
| 132 | RDVYFIRST TR EXCHANGE TRADED FD | 43,170 | $2M | 0.2% | TRIM −68% |
| 133 | CBCHUBB LIMITED | 9,452 | $2M | 0.2% | TRIM −4% |
| 134 | PFEPFIZER INC | 59,225 | $2M | 0.2% | TRIM −49% |
| 135 | TAT&T INC | 125,542 | $2M | 0.2% | TRIM −13% |
| 136 | ETNEATON CORP PLC | 8,818 | $2M | 0.2% | TRIM −10% |
| 137 | NEENEXTERA ENERGY INC | 31,934 | $2M | 0.2% | HOLD |
| 138 | INTCINTEL CORP | 50,865 | $2M | 0.2% | TRIM −2% |
| 139 | UNPUNION PAC CORP | 8,850 | $2M | 0.1% | ADD 46% |
| 140 | ESGUISHARES TR | 18,913 | $2M | 0.1% | TRIM −67% |
| 141 | ISRGINTUITIVE SURGICAL INC | 6,038 | $2M | 0.1% | ADD 10% |
| 142 | GDGENERAL DYNAMICS CORP | 7,954 | $2M | 0.1% | TRIM −37% |
| 143 | FTCSFIRST TR EXCHANGE-TRADED FD | 23,837 | $2M | 0.1% | TRIM −70% |
| 144 | PCARPACCAR INC | 20,374 | $2M | 0.1% | HOLD |
| 145 | TMOTHERMO FISHER SCIENTIFIC INC | 3,387 | $2M | 0.1% | TRIM −35% |
| 146 | SYKSTRYKER CORPORATION | 6,192 | $2M | 0.1% | TRIM −2% |
| 147 | WMWASTE MGMT INC DEL | 11,108 | $2M | 0.1% | TRIM −7% |
| 148 | DUKDUKE ENERGY CORP NEW | 19,170 | $2M | 0.1% | TRIM −27% |
| 149 | ABTABBOTT LABS | 17,360 | $2M | 0.1% | TRIM −42% |
| 150 | GPCGENUINE PARTS CO | 11,538 | $2M | 0.1% | TRIM −4% |
| 151 | EMBISHARES TR | 19,570 | $2M | 0.1% | HOLD |
| 152 | GLWCORNING INC | 52,717 | $2M | 0.1% | HOLD |
| 153 | VEUVANGUARD INTL EQUITY INDEX F | 30,536 | $2M | 0.1% | ADD 2% |
| 154 | VEAVANGUARD TAX-MANAGED FDS | 35,781 | $2M | 0.1% | TRIM −38% |
| 155 | ELVELEVANCE HEALTH INC FORMERLY | 3,587 | $2M | 0.1% | TRIM −12% |
| 156 | EFAVISHARES TR | 23,925 | $2M | 0.1% | TRIM −3% |
| 157 | VGITVANGUARD SCOTTSDALE FDS | 27,108 | $2M | 0.1% | TRIM −25% |
| 158 | COSTCOSTCO WHSL CORP NEW | 2,717 | $2M | 0.1% | TRIM −21% |
| 159 | FVDFIRST TR EXCHANGE-TRADED FD | 39,200 | $1M | 0.1% | ADD 2% |
| 160 | IBMINTERNATIONAL BUSINESS MACHS | 10,368 | $1M | 0.1% | ADD 2% |
| 161 | SPYDSPDR SERIES TRUST | 41,223 | $1M | 0.1% | ADD 290% |
| 162 | BACBANK AMERICA CORP | 52,564 | $1M | 0.1% | TRIM −34% |
| 163 | PANWPALO ALTO NETWORKS INC | 6,118 | $1M | 0.1% | TRIM −17% |
| 164 | NVSNOVARTIS AG | 13,899 | $1M | 0.1% | TRIM −4% |
| 165 | VTEBVANGUARD MUN BD FDS | 29,081 | $1M | 0.1% | ADD 505% |
| 166 | STZCONSTELLATION BRANDS INC | 5,547 | $1M | 0.1% | HOLD |
| 167 | CATCATERPILLAR INC | 5,103 | $1M | 0.1% | HOLD |
| 168 | VWOVANGUARD INTL EQUITY INDEX F | 35,340 | $1M | 0.1% | TRIM −44% |
| 169 | MRSHMARSH & MCLENNAN COS INC | 7,244 | $1M | 0.1% | TRIM −12% |
| 170 | FXHFIRST TR EXCHANGE TRADED FD | 14,161 | $1M | 0.1% | ADD 20% |
| 171 | VICIVICI PPTYS INC | 46,113 | $1M | 0.1% | TRIM −3% |
| 172 | JCIJOHNSON CONTROLS INTERNATION | 25,246 | $1M | 0.1% | TRIM −3% |
| 173 | TRVTRAVELERS COMPANIES INC | 8,257 | $1M | 0.1% | TRIM −3% |
| 174 | CCITIGROUP INC | 32,769 | $1M | 0.1% | TRIM −3% |
| 175 | ULTAULTA BEAUTY INC | 3,373 | $1M | 0.1% | HOLD |
| 176 | VONEVanguard Russell 1000 ETF | 6,833 | $1M | 0.1% | TRIM −5% |
| 177 | PFFISHARES TR | 43,990 | $1M | 0.1% | ADD 4% |
| 178 | MNSTMONSTER BEVERAGE CORP NEW | 24,803 | $1M | 0.1% | TRIM −15% |
| 179 | DOWDOW HLDGS INC | 25,438 | $1M | 0.1% | TRIM −4% |
| 180 | NOCNORTHROP GRUMMAN CORP | 2,970 | $1M | 0.1% | HOLD |
| 181 | KVUEKENVUE INC | 64,342 | $1M | 0.1% | NEW |
| 182 | BCEBCE INC | 33,011 | $1M | 0.1% | TRIM −16% |
| 183 | VIGVANGUARD SPECIALIZED FUNDS | 8,045 | $1M | 0.1% | TRIM −72% |
| 184 | BLKBLACKROCK INC | 1,877 | $1M | 0.1% | HOLD |
| 185 | GWWWW GRAINGER INC | 1,742 | $1M | 0.1% | TRIM −18% |
| 186 | UBERUBER TECHNOLOGIES INC | 26,018 | $1M | 0.1% | ADD 5% |
| 187 | VCITVANGUARD SCOTTSDALE FDS | 14,891 | $1M | 0.1% | ADD 263% |
| 188 | LINLINDE PLC | 3,018 | $1M | 0.1% | TRIM −4% |
| 189 | GSGOLDMAN SACHS GROUP INC | 3,468 | $1M | 0.1% | TRIM −37% |
| 190 | ASMLASML HOLDING N V | 1,895 | $1M | 0.1% | TRIM −4% |
| 191 | ALCALCON AG | 14,323 | $1M | 0.1% | HOLD |
| 192 | VZVERIZON COMMUNICATIONS INC | 33,675 | $1M | 0.1% | TRIM −22% |
| 193 | XYLDGLOBAL X FDS | 28,023 | $1M | 0.1% | TRIM −13% |
| 194 | UNILEVER PLC | 21,839 | $1M | 0.1% | TRIM −16% |
| 195 | LHXL3HARRIS TECHNOLOGIES INC | 6,069 | $1M | 0.1% | HOLD |
| 196 | SPHDINVESCO EXCH TRADED FD TR II | 26,905 | $1M | 0.1% | ADD 8% |
| 197 | SDYSPDR SER TR | 9,163 | $1M | 0.1% | TRIM −18% |
| 198 | XLVSELECT SECTOR SPDR TR | 8,126 | $1M | 0.1% | TRIM −10% |
| 199 | SNPSSYNOPSYS INC | 2,237 | $1M | 0.1% | TRIM −18% |
| 200 | TSCOTRACTOR SUPPLY CO | 5,027 | $1M | 0.1% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.