Registro del gestor · trimestre archivado

Baird Financial Group, Inc.

Milwaukee, WI · CIK 1648711 · Declaraciones EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Dif. ⇄

$64.01BValor 13F declarado

3,212Posiciones

25.1%Ponderación del top 10

90.50Posiciones efectivas

7.2%Rotación est.

+137Nuevo

−96Cierres

El valor de cartera 13F declarado cubre únicamente posiciones largas estadounidenses sujetas a reporte — no incluye efectivo, bonos, posiciones cortas ni activos no estadounidenses. No equivale a activos bajo gestión.

Valor declarado por trimestre Q4 2025 → Q2 2026

Exposición sectorial

Servicios financieros 42.9% (+0.1pp)

Tecnología 16.2% (-1.5pp)

Industria 11.9% (+0.8pp)

Consumo cíclico 7.9% (+0.4pp)

Servicios de comunicación 7.5% (-0.5pp)

Salud 6.2% (-0.4pp)

Consumo defensivo 2.8% (+0.2pp)

Energía 1.9% (+0.6pp)

Materiales básicos 1.3% (+0.2pp)

Servicios públicos 1.1% (+0.2pp)

Inmobiliario 0.5% (+0.1pp)

Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.

El portafolio · Q1 2026

#	Valor	Ponderación	Valor	Acciones	Δ acciones		Mantenida
1	JPM JPMorgan Chase & Co.	3.1%	$1.36B	4.63M	+1.7%	▲ Add	2
2	AAPL Apple Inc.	4.0%	$1.29B	5.10M	+1.3%	▲ Add	2
3	GOOG Alphabet Inc.	3.0%	$1.29B	4.49M	+1.0%	▲ Add	2
4	IWD iShares Russell 1000 Value…	2.0%	$1.29B	6.02M	+3.0%	▲ Add	2
5	AAPL Apple Inc.	4.0%	$1.23B	4.85M	+1.3%	▲ Add	2
6	IWF iShares Russell 1000 Growth…	1.9%	$1.19B	2.80M	+3.3%	▲ Add	2
7	MSFT Microsoft Corporation	3.3%	$1.16B	3.15M	+2.3%	▲ Add	2
8	GEV GE Vernova Inc.	1.9%	$1.02B	1.17M	-13.6%	▼ Trim	2
9	MSFT Microsoft Corporation	3.3%	$975.65M	2.64M	+2.3%	▲ Add	2
10	VEA Vanguard FTSE Developed…	2.2%	$919.15M	14.34M	+6.8%	▲ Add	2
11	BRK-B Berkshire Hathaway Inc.	2.0%	$866.93M	1.81M	+2.6%	▲ Add	2
12	IWR iShares Russell Mid-Cap ETF	1.4%	$838.59M	8.62M	+3.3%	▲ Add	2
13	GE GE Aerospace	1.5%	$836.22M	2.95M	-2.4%	▼ Trim	2
14	NVDA NVIDIA Corporation	1.3%	$804.88M	4.62M	+1.8%	▲ Add	2
15	PGR The Progressive Corporation	1.3%	$777.56M	3.92M	+6.8%	▲ Add	2
16	JNJ Johnson & Johnson	1.7%	$775.19M	3.17M	+3.5%	▲ Add	2
17	SCHW The Charles Schwab…	1.2%	$746.85M	7.95M	+5.9%	▲ Add	2
18	PH Parker-Hannifin Corporation	1.2%	$703.96M	786.34K	-9.2%	▼ Trim	2
19	HD The Home Depot, Inc.	1.5%	$698.10M	2.12M	+3.8%	▲ Add	2
20	GOOG Alphabet Inc.	3.0%	$650.58M	2.27M	+1.0%	▲ Add	2
21	META Meta Platforms, Inc.	1.5%	$612.82M	1.07M	+4.4%	▲ Add	2
22	TJX The TJX Companies, Inc.	1.1%	$607.35M	3.80M	+5.2%	▲ Add	2
23	JPM JPMorgan Chase & Co.	3.1%	$604.42M	2.05M	+1.7%	▲ Add	2
24	TEL TE Connectivity plc	1.0%	$604.30M	2.89M	+5.2%	▲ Add	2
25	AVGO Broadcom Inc.	0.9%	$586.67M	1.90M	+1.9%	▲ Add	2
26	AMZN Amazon.com, Inc.	1.8%	$575.98M	2.77M	+27.3%	▲ Add	2
27	AMZN Amazon.com, Inc.	1.8%	$561.56M	2.70M	+27.3%	▲ Add	2
28	VGSH Vanguard Short-Term…	0.9%	$560.01M	9.57M	+13.3%	▲ Add	2
29	COST Costco Wholesale Corporation	1.0%	$560.00M	562.01K	+2.9%	▲ Add	2
30	VOO Vanguard S&P 500 ETF	0.9%	$558.42M	934.52K	+9.2%	▲ Add	2
31	ORLY O'Reilly Automotive, Inc.	1.0%	$552.63M	5.99M	+3.9%	▲ Add	2
32	VCIT Vanguard Intermediate-Term…	0.9%	$503.81M	6.09M	+11.9%	▲ Add	2
33	GOOGL Alphabet Inc.	0.9%	$489.38M	1.70M	-0.2%	▼ Trim	2
34	FAST Fastenal Company	1.1%	$463.33M	9.99M	+3.6%	▲ Add	2
35	VEA Vanguard FTSE Developed…	2.2%	$457.55M	7.14M	+6.8%	▲ Add	2
36	IVV iShares Core S&P 500 ETF	0.9%	$455.89M	697.91K	-8.5%	▼ Trim	2
37	IEFA iShares Core MSCI EAFE ETF	0.9%	$449.10M	4.96M	+5.2%	▲ Add	2
38	BIV Vanguard Intermediate-Term…	0.7%	$431.12M	5.59M	+17.2%	▲ Add	2
39	DIS The Walt Disney Company	0.7%	$426.52M	4.43M	+4.7%	▲ Add	2
40	IJR iShares Core S&P Small-Cap…	1.3%	$411.52M	3.31M	+5.4%	▲ Add	2
41	BRK-B Berkshire Hathaway Inc.	2.0%	$411.08M	857.84K	+2.6%	▲ Add	2
42	WFC Wells Fargo & Company	0.7%	$406.34M	5.10M	+7.7%	▲ Add	2
43	IJR iShares Core S&P Small-Cap…	1.3%	$392.03M	3.15M	+5.4%	▲ Add	2
44	SPY State Street SPDR S&P 500…	0.6%	$382.75M	588.53K	-3.9%	▼ Trim	2
45	VWO Vanguard FTSE Emerging…	0.6%	$349.88M	6.47M	+10.6%	▲ Add	2
46	ABBV AbbVie Inc.	0.7%	$349.68M	1.61M	-1.2%	▼ Trim	2
47	META Meta Platforms, Inc.	1.5%	$341.52M	596.93K	+4.4%	▲ Add	2
48	OMC Omnicom Group Inc.	0.6%	$341.09M	4.53M	+8.2%	▲ Add	2
49	UBER Uber Technologies, Inc.	0.6%	$337.88M	4.70M	+589.3%	▲ Add	2
50	UNP Union Pacific Corporation	0.8%	$325.74M	1.34M	+4.2%	▲ Add	2
51	V Visa Inc.	0.5%	$322.53M	1.07M	+0.1%	▲ Add	2
52	JNJ Johnson & Johnson	1.7%	$317.54M	1.30M	+3.5%	▲ Add	2
53	TSM Taiwan Semiconductor…	0.5%	$314.07M	929.34K	+12.8%	▲ Add	2
54	CVX Chevron Corporation	0.5%	$311.86M	1.51M	+6.8%	▲ Add	2
55	DHR Danaher Corporation	0.6%	$308.24M	1.63M	+4.6%	▲ Add	2
56	EXPD Expeditors International of…	0.5%	$299.76M	2.09M	+4.6%	▲ Add	2
57	VTV Vanguard Morningstar Value…	0.5%	$292.47M	1.49M	+1.7%	▲ Add	2
58	VTI Vanguard Morningstar Total…	0.5%	$282.36M	880.14K	+3.1%	▲ Add	2
59	VUG Vanguard Morningstar Growth…	0.4%	$278.00M	636.46K	+2.6%	▲ Add	2
60	MA Mastercard Incorporated	0.4%	$262.75M	525.85K	-0.9%	▼ Trim	2
61	VEU Vanguard FTSE All-World…	0.4%	$261.88M	3.49M	+10.8%	▲ Add	2
62	HD The Home Depot, Inc.	1.5%	$260.82M	793.02K	+3.8%	▲ Add	2
63	IEF iShares 7-10 Year Treasury…	0.4%	$259.97M	2.72M	+1.1%	▲ Add	2
64	FAST Fastenal Company	1.1%	$250.20M	5.39M	+3.6%	▲ Add	2
65	BAC Bank of America Corporation	0.5%	$247.51M	5.08M	+2.4%	▲ Add	2
66	WMT Walmart Inc.	0.4%	$232.03M	1.87M	-6.0%	▼ Trim	2
67	IJH iShares Core S&P Mid-Cap ETF	0.4%	$231.24M	3.42M	+2.1%	▲ Add	2
68	LLY Eli Lilly and Company	0.4%	$230.37M	250.47K	+2.7%	▲ Add	2
69	QQQ Invesco QQQ Trust, Series 1	0.3%	$211.27M	366.05K	-3.4%	▼ Trim	2
70	EFV iShares MSCI EAFE Value ETF	0.3%	$200.80M	2.70M	+1.5%	▲ Add	2
71	XONA.DE Exxon Mobil Corporation	0.4%	$198.85M	1.17M	-1.7%	▼ Trim	2
72	CAT Caterpillar Inc.	0.3%	$196.78M	277.75K	-4.5%	▼ Trim	2
73	SPSB State Street SPDR Portfolio…	0.3%	$180.22M	5.99M	+15.8%	▲ Add	2
74	PG The Procter & Gamble Company	0.3%	$179.62M	1.24M	-0.8%	▼ Trim	2
75	UNP Union Pacific Corporation	0.8%	$178.06M	733.92K	+4.2%	▲ Add	2
76	DFAC Dimensional - US Core…	0.3%	$171.53M	4.41M	-4.9%	▼ Trim	2
77	VO Vanguard Morningstar…	0.3%	$169.37M	589.76K	+13.4%	▲ Add	2
78	CSCO Cisco Systems, Inc.	0.3%	$167.21M	2.15M	-4.1%	▼ Trim	2
79	ETN Eaton Corporation plc	0.3%	$165.11M	461.63K	+24.9%	▲ Add	2
80	ASML ASML Holding N.V.	0.3%	$160.73M	121.69K	-13.0%	▼ Trim	2
81	GEV GE Vernova Inc.	1.9%	$160.22M	183.55K	-13.6%	▼ Trim	2
82	ABT Abbott Laboratories	0.3%	$159.41M	1.55M	-13.1%	▼ Trim	2
83	VB Vanguard Morningstar…	0.3%	$155.89M	595.19K	+4.1%	▲ Add	2
84	MCD McDonald's Corporation	0.3%	$154.52M	497.19K	+3.7%	▲ Add	2
85	GE GE Aerospace	1.5%	$151.37M	533.44K	-2.4%	▼ Trim	2
86	APH Amphenol Corporation	0.2%	$148.66M	1.18M	+2.0%	▲ Add	2
87	VYM Vanguard High Dividend…	0.2%	$140.11M	946.04K	+2.9%	▲ Add	2
88	ADI Analog Devices, Inc.	0.2%	$139.80M	439.44K	-4.9%	▼ Trim	2
89	BLK BlackRock, Inc.	0.2%	$137.91M	143.40K	-7.9%	▼ Trim	2
90	RTX RTX Corporation	0.2%	$132.68M	687.80K	-1.8%	▼ Trim	2
91	VIG Vanguard Dividend…	0.2%	$129.14M	600.48K	-2.7%	▼ Trim	2
92	IWM iShares Russell 2000 ETF	0.2%	$125.17M	504.71K	-1.2%	▼ Trim	2
93	KMX CarMax, Inc.	0.2%	$124.76M	3.00M	+15.3%	▲ Add	2
94	IEMG iShares Core MSCI Emerging…	0.3%	$124.16M	1.78M	+0.8%	▲ Add	2
95	PEP PepsiCo, Inc.	0.2%	$124.16M	799.56K	+8.6%	▲ Add	2
96	WCN Waste Connections, Inc.	0.2%	$123.37M	759.48K	+19.7%	▲ Add	2
97	VZ Verizon Communications Inc.	0.2%	$121.94M	2.43M	+1.3%	▲ Add	2
98	BEPC Brookfield Renewable…	0.2%	$119.28M	2.99M	+29.3%	▲ Add	2
99	SYK Stryker Corporation	0.2%	$119.21M	362.78K	-1.3%	▼ Trim	2
100	IAU iShares Gold Trust	0.2%	$118.23M	1.34M	-2.0%	▼ Trim	2
101	TSLA Tesla, Inc.	0.2%	$115.85M	311.63K	-5.8%	▼ Trim	2
102	LRCX Lam Research Corporation	0.2%	$113.62M	531.80K	-11.8%	▼ Trim	2
103	IEFA iShares Core MSCI EAFE ETF	0.9%	$109.83M	1.21M	+5.2%	▲ Add	2
104	IVV iShares Core S&P 500 ETF	0.9%	$108.38M	165.91K	-8.5%	▼ Trim	2
105	PCAR PACCAR Inc	0.2%	$105.34M	912.05K	-4.3%	▼ Trim	2
106	SBUX Starbucks Corporation	0.2%	$105.07M	1.17M	-4.5%	▼ Trim	2
107	AMGN Amgen Inc.	0.2%	$104.36M	296.61K	+16.1%	▲ Add	2
108	CP Canadian Pacific Kansas…	0.2%	$104.04M	1.32M	+30.1%	▲ Add	2
109	ONC BeOne Medicines AG	0.2%	$103.83M	349.62K	+14.9%	▲ Add	2
110	LIN Linde plc	0.2%	$101.76M	205.26K	+15.5%	▲ Add	2
111	TMO Thermo Fisher Scientific…	0.2%	$99.68M	202.80K	-9.0%	▼ Trim	2
112	MRK Merck & Co., Inc.	0.2%	$99.64M	828.30K	-10.3%	▼ Trim	2
113	GLD SPDR Gold Shares	0.2%	$99.03M	230.16K	-7.7%	▼ Trim	2
114	TCAF T. Rowe Price Capital…	0.2%	$98.02M	2.75M	-1.4%	▼ Trim	2
115	IVW iShares S&P 500 Growth ETF	0.2%	$97.39M	861.00K	+0.2%	▲ Add	2
116	DHR Danaher Corporation	0.6%	$94.83M	500.17K	+4.6%	▲ Add	2
117	MDT Medtronic plc	0.1%	$91.91M	1.06M	-2.6%	▼ Trim	2
118	MU Micron Technology, Inc.	0.1%	$90.32M	267.34K	-8.0%	▼ Trim	2
119	BABA Alibaba Group Holding…	0.1%	$88.73M	707.27K	+25.1%	▲ Add	2
120	TJX The TJX Companies, Inc.	1.1%	$88.66M	555.14K	+5.2%	▲ Add	2
121	EOG EOG Resources, Inc.	0.1%	$88.54M	612.40K	+25.1%	▲ Add	2
122	ECL Ecolab Inc.	0.1%	$88.42M	332.38K	+11.8%	▲ Add	2
123	GS The Goldman Sachs Group…	0.1%	$86.49M	102.23K	-0.2%	▼ Trim	2
124	BAC Bank of America Corporation	0.5%	$85.62M	1.76M	+2.4%	▲ Add	2
125	ADP Automatic Data Processing…	0.1%	$85.36M	420.12K	-3.6%	▼ Trim	2
126	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$84.59M	1.70M	-3.0%	▼ Trim	2
127	BEKE KE Holdings Inc.	0.1%	$84.09M	5.62M	+31.2%	▲ Add	2
128	EFA iShares MSCI EAFE ETF	0.2%	$83.70M	861.76K	+7.4%	▲ Add	2
129	IBM International Business…	0.1%	$82.83M	341.73K	-5.8%	▼ Trim	2
130	CGDV Capital Group Dividend…	0.1%	$82.44M	1.94M	+5.2%	▲ Add	2
131	AEP American Electric Power…	0.1%	$82.44M	628.92K	-1.6%	▼ Trim	2
132	ICE Intercontinental Exchange…	0.1%	$82.14M	522.22K	+0.1%	▲ Add	2
133	TXN Texas Instruments…	0.1%	$80.96M	417.04K	+29.7%	▲ Add	2
134	IWB iShares Russell 1000 ETF	0.1%	$80.95M	227.04K	-1.3%	▼ Trim	2
135	DE Deere & Company	0.1%	$80.79M	143.42K	+13.5%	▲ Add	2
136	MPWR Monolithic Power Systems…	0.1%	$80.25M	73.40K	-23.9%	▼ Trim	2
137	CGGR Capital Group Growth ETF	0.1%	$80.11M	1.99M	+8.4%	▲ Add	2
138	QCOM QUALCOMM Incorporated	0.1%	$79.11M	614.31K	-3.3%	▼ Trim	2
139	ORLY O'Reilly Automotive, Inc.	1.0%	$78.94M	855.12K	+3.9%	▲ Add	2
140	PH Parker-Hannifin Corporation	1.2%	$78.68M	87.88K	-9.2%	▼ Trim	2
141	LHX L3Harris Technologies, Inc.	0.1%	$78.29M	226.82K	-2.2%	▼ Trim	2
142	DUK Duke Energy Corporation	0.1%	$76.85M	586.93K	+14.6%	▲ Add	2
143	CASY Casey's General Stores, Inc.	0.1%	$76.83M	105.56K	-18.2%	▼ Trim	2
144	RDVY First Trust Rising Dividend…	0.1%	$76.54M	1.12M	+10.0%	▲ Add	2
145	KO The Coca-Cola Company	0.2%	$75.52M	993.03K	+4.9%	▲ Add	2
146	VCSH Vanguard Short-Term…	0.1%	$74.79M	943.48K	+11.1%	▲ Add	2
147	PANW Palo Alto Networks, Inc.	0.1%	$74.56M	465.06K	-3.0%	▼ Trim	2
148	ABBV AbbVie Inc.	0.7%	$74.46M	342.37K	-1.2%	▼ Trim	2
149	NFLX Netflix, Inc.	0.1%	$72.49M	753.95K	+19.6%	▲ Add	2
150	SPGI S&P Global Inc.	0.1%	$72.06M	169.42K	-37.5%	▼ Trim	2
151	BA The Boeing Company	0.1%	$72.00M	361.75K	+3.7%	▲ Add	2
152	NEE NextEra Energy, Inc.	0.1%	$71.22M	766.75K	+0.2%	▲ Add	2
153	EMR Emerson Electric Co.	0.1%	$70.46M	537.79K	+6.0%	▲ Add	2
154	WFC Wells Fargo & Company	0.7%	$69.95M	878.65K	+7.7%	▲ Add	2
155	DFIC Dimensional - International…	0.1%	$69.92M	1.97M	+0.3%	▲ Add	2
156	USB U.S. Bancorp	0.1%	$69.31M	1.33M	-12.8%	▼ Trim	2
157	RYAAY Ryanair Holdings plc	0.1%	$69.19M	1.20M	+4.5%	▲ Add	2
158	SE Sea Limited	0.1%	$68.57M	828.08K	+33.9%	▲ Add	2
159	CME CME Group Inc.	0.1%	$68.08M	230.52K	+41.4%	▲ Add	2
160	XLE State Street Energy Select…	0.1%	$66.62M	1.09M	+2.0%	▲ Add	2
161	SDVY First Trust SMID Cap Rising…	0.1%	$66.56M	1.69M	+18.2%	▲ Add	2
162	ITW Illinois Tool Works Inc.	0.1%	$65.87M	253.05K	+0.2%	▲ Add	2
163	CB Chubb Limited	0.1%	$65.50M	200.97K	-0.1%	▼ Trim	2
164	WM Waste Management, Inc.	0.1%	$64.64M	281.30K	+0.6%	▲ Add	2
165	DGRO iShares Core Dividend…	0.1%	$64.48M	918.75K	+1.2%	▲ Add	2
166	WEC WEC Energy Group, Inc.	0.1%	$63.93M	552.25K	+13.7%	▲ Add	2
167	PNC The PNC Financial Services…	0.1%	$63.85M	306.84K	+1.9%	▲ Add	2
168	EFA iShares MSCI EAFE ETF	0.2%	$63.15M	650.16K	+7.4%	▲ Add	2
169	MSCI MSCI Inc.	0.1%	$63.09M	117.06K	+1.4%	▲ Add	2
170	PAYX Paychex, Inc.	0.1%	$62.57M	679.24K	+0.5%	▲ Add	2
171	SHW The Sherwin-Williams Company	0.1%	$62.34M	194.49K	-0.8%	▼ Trim	2
172	COWZ Pacer US Cash Cows 100 ETF	0.1%	$62.21M	994.46K	-4.7%	▼ Trim	2
173	SCHD Schwab U.S. Dividend Equity…	0.1%	$61.66M	2.01M	-4.5%	▼ Trim	2
174	UBER Uber Technologies, Inc.	0.6%	$60.27M	837.91K	+589.3%	▲ Add	2
175	AMD Advanced Micro Devices, Inc.	0.1%	$59.93M	294.61K	-4.4%	▼ Trim	2
176	LULU Lululemon Athletica Inc.	0.1%	$58.90M	384.74K	+37.8%	▲ Add	2
177	ISRG Intuitive Surgical, Inc.	0.1%	$57.52M	124.78K	-3.0%	▼ Trim	2
178	ORCL Oracle Corporation	0.1%	$56.94M	387.03K	-8.6%	▼ Trim	2
179	VB Vanguard Morningstar…	0.3%	$56.46M	215.58K	+4.1%	▲ Add	2
180	BIL State Street SPDR Bloomberg…	0.1%	$56.28M	614.12K	-10.1%	▼ Trim	2
181	RGLD Royal Gold, Inc.	0.1%	$55.61M	218.50K	+69.5%	▲ Add	2
182	MGV Vanguard Morningstar Mega…	0.1%	$55.59M	383.48K	+6.7%	▲ Add	2
183	CW Curtiss-Wright Corporation	0.1%	$54.89M	80.58K	-4.0%	▼ Trim	2
184	PFE Pfizer Inc.	0.1%	$54.85M	1.95M	+3.6%	▲ Add	2
185	GOOGL Alphabet Inc.	0.9%	$54.48M	189.46K	-0.2%	▼ Trim	2
186	BR Broadridge Financial…	0.1%	$53.63M	330.08K	-5.9%	▼ Trim	2
187	NEM Newmont Corporation	0.1%	$53.58M	495.00K	-9.0%	▼ Trim	2
188	IVE iShares S&P 500 Value ETF	0.1%	$53.51M	253.40K	-13.2%	▼ Trim	2
189	DIS The Walt Disney Company	0.7%	$53.08M	550.75K	+4.7%	▲ Add	2
190	XLRE State Street Real Estate…	0.1%	$52.59M	1.29M	-0.5%	▼ Trim	2
191	MRSH Marsh & McLennan Companies…	0.1%	$52.44M	302.33K	-1.7%	▼ Trim	2
192	MUSA Murphy USA Inc.	0.1%	$51.86M	104.98K	+5.1%	▲ Add	2
193	PLTR Palantir Technologies Inc.	0.1%	$51.83M	354.32K	-5.6%	▼ Trim	2
194	CEF Sprott Physical Gold and…	0.1%	$51.66M	1.08M	-14.9%	▼ Trim	2
195	MSI Motorola Solutions, Inc.	0.1%	$51.53M	118.74K	+30.1%	▲ Add	2
196	LMT Lockheed Martin Corporation	0.1%	$51.30M	84.87K	-1.6%	▼ Trim	2
197	RSP Invesco S&P 500 Equal…	0.1%	$50.70M	264.17K	-4.8%	▼ Trim	2
198	CRM Salesforce, Inc.	0.1%	$50.57M	270.91K	-10.4%	▼ Trim	2
199	TEL TE Connectivity plc	1.0%	$49.70M	237.78K	+5.2%	▲ Add	2
200	MS Morgan Stanley	0.1%	$49.06M	298.12K	+0.6%	▲ Add	2
201	CGUS Capital Group Core Equity…	0.1%	$48.98M	1.27M	+6.7%	▲ Add	2
202	COP ConocoPhillips	0.1%	$48.91M	370.55K	+2.2%	▲ Add	2
203	NVDA NVIDIA Corporation	1.3%	$48.28M	276.81K	+1.8%	▲ Add	2
204	ESGV Vanguard ESG U.S. Stock ETF	0.1%	$48.02M	427.69K	+3.6%	▲ Add	2
205	VCIT Vanguard Intermediate-Term…	0.9%	$48.00M	580.03K	+11.9%	▲ Add	2
206	ANET Arista Networks, Inc.	0.1%	$47.19M	384.38K	-4.4%	▼ Trim	2
207	SCHW The Charles Schwab…	1.2%	$46.84M	498.45K	+5.9%	▲ Add	2
208	VRT Vertiv Holdings Co	0.1%	$46.65M	186.16K	-28.0%	▼ Trim	2
209	CGCP Capital Group Core Plus…	0.1%	$46.54M	2.08M	+35.4%	▲ Add	2
210	USHY iShares Broad USD High…	0.1%	$46.16M	1.25M	+17.1%	▲ Add	2
211	IDXX IDEXX Laboratories, Inc.	0.1%	$45.63M	81.20K	+64.6%	▲ Add	2
212	IEMG iShares Core MSCI Emerging…	0.3%	$45.52M	652.64K	+0.8%	▲ Add	2
213	AXP American Express Company	0.1%	$44.64M	147.58K	-18.2%	▼ Trim	2
214	WSO Watsco, Inc.	0.1%	$44.44M	122.15K	+11.5%	▲ Add	2
215	HON Honeywell International Inc.	0.1%	$44.19M	195.51K	+1.0%	▲ Add	2
216	DELL Dell Technologies Inc.	0.1%	$44.03M	268.25K	-7.1%	▼ Trim	2
217	LOW Lowe's Companies, Inc.	0.1%	$43.94M	185.95K	-0.1%	▼ Trim	2
218	TSCO Tractor Supply Company	0.1%	$43.86M	968.15K	+0.2%	▲ Add	2
219	PG The Procter & Gamble Company	0.3%	$43.80M	303.22K	-0.8%	▼ Trim	2
220	IJJ iShares S&P Mid-Cap 400…	0.1%	$43.76M	330.26K	-0.8%	▼ Trim	2
221	AMAT Applied Materials, Inc.	0.1%	$43.58M	127.50K	-14.4%	▼ Trim	2
222	C Citigroup Inc.	0.1%	$43.25M	381.35K	-1.5%	▼ Trim	2
223	QUAL iShares MSCI USA Quality…	0.1%	$43.14M	224.90K	-0.2%	▼ Trim	2
224	PGR The Progressive Corporation	1.3%	$43.06M	217.23K	+6.8%	▲ Add	2
225	NOW ServiceNow, Inc.	0.1%	$43.03M	411.56K	-8.1%	▼ Trim	2
226	GSLC Goldman Sachs ActiveBeta…	0.1%	$42.77M	341.81K	-0.1%	▼ Trim	2
227	REGN Regeneron Pharmaceuticals…	0.1%	$42.41M	54.89K	+15.5%	▲ Add	2
228	TMUS T-Mobile US, Inc.	0.1%	$42.10M	200.46K	+12.5%	▲ Add	2
229	INTU Intuit Inc.	0.1%	$42.07M	97.31K	-14.0%	▼ Trim	2
230	ICOW Pacer Developed Markets…	0.1%	$41.95M	988.53K	+38.0%	▲ Add	2
231	VRSK Verisk Analytics, Inc.	0.1%	$41.88M	220.73K	+87.7%	▲ Add	2
232	CSCO Cisco Systems, Inc.	0.3%	$41.39M	533.48K	-4.1%	▼ Trim	2
233	JEPI JPMorgan Equity Premium…	0.1%	$41.23M	727.38K	-27.7%	▼ Trim	2
234	IDCC InterDigital, Inc.	0.1%	$40.04M	132.60K	+4.2%	▲ Add	2
235	EMXC iShares MSCI Emerging…	0.1%	$39.90M	507.29K	+2.5%	▲ Add	2
236	COST Costco Wholesale Corporation	1.0%	$39.87M	40.01K	+2.9%	▲ Add	2
237	AEM Agnico Eagle Mines Limited	0.1%	$39.19M	193.08K	-7.3%	▼ Trim	2
238	CGGO Capital Group Global Growth…	0.1%	$39.18M	1.17M	-16.8%	▼ Trim	2
239	FVD First Trust Value Line…	0.1%	$38.92M	827.65K	-5.7%	▼ Trim	2
240	JEPQ JPMorgan Nasdaq Equity…	0.1%	$38.14M	686.88K	+4.3%	▲ Add	2
241	WMT Walmart Inc.	0.4%	$38.10M	306.58K	-6.0%	▼ Trim	2
242	XT iShares Future Exponential…	0.1%	$38.09M	558.89K	+2.1%	▲ Add	2
243	CAVA CAVA Group, Inc.	0.1%	$38.07M	470.58K	-15.6%	▼ Trim	2
244	NOBL ProShares - S&P 500…	0.1%	$38.05M	358.94K	+13.3%	▲ Add	2
245	JAAA Janus Henderson AAA CLO ETF	0.1%	$37.91M	752.61K	+35.4%	▲ Add	2
246	BE Bloom Energy Corporation	0.1%	$37.83M	279.22K	-14.1%	▼ Trim	2
247	DFAI Dimensional - International…	0.1%	$37.80M	970.23K	+22.6%	▲ Add	2
248	XYL Xylem Inc.	0.1%	$37.76M	316.02K	+28.5%	▲ Add	2
249	GILD Gilead Sciences, Inc.	0.1%	$37.73M	270.69K	+2.5%	▲ Add	2
250	COF Capital One Financial…	0.1%	$37.65M	206.40K	+19.9%	▲ Add	2
251	IGIB iShares 5-10 Year…	0.1%	$37.59M	706.39K	+9.6%	▲ Add	2
252	SDY State Street SPDR S&P…	0.1%	$37.18M	254.76K	+4.3%	▲ Add	2
253	MBB iShares MBS ETF	0.1%	$37.07M	390.42K	+16.2%	▲ Add	2
254	VICI VICI Properties Inc.	0.1%	$36.86M	1.35M	+12.6%	▲ Add	2
255	NUE Nucor Corporation	0.1%	$36.54M	216.09K	-7.5%	▼ Trim	2
256	DVY iShares Select Dividend ETF	0.1%	$36.40M	240.43K	-5.3%	▼ Trim	2
257	PM Philip Morris International…	0.1%	$36.20M	218.93K	-1.6%	▼ Trim	2
258	SCHR Schwab Intermediate-Term…	0.1%	$36.01M	1.45M	+6.6%	▲ Add	2
259	AGG iShares Core U.S. Aggregate…	0.1%	$35.94M	362.00K	-4.8%	▼ Trim	2
260	BSV Vanguard Short-Term Bond ETF	0.1%	$35.77M	456.25K	+14.0%	▲ Add	2
261	VNQ Vanguard Real Estate ETF	0.1%	$35.26M	397.57K	+4.5%	▲ Add	2
262	WMB The Williams Companies, Inc.	0.1%	$35.21M	483.85K	+2.9%	▲ Add	2
263	SAMT ADVISORS INNER CIRCLE FD III	0.1%	$35.12M	894.29K	+37.0%	▲ Add	2
264	FPE First Trust Preferred…	0.1%	$34.81M	1.96M	+10.8%	▲ Add	2
265	UPS United Parcel Service, Inc.	0.1%	$34.66M	352.28K	+2.6%	▲ Add	2
266	XLV State Street Health Care…	0.1%	$34.65M	236.37K	+102.0%	▲ Add	2
267	VGSH Vanguard Short-Term…	0.9%	$34.41M	587.82K	+13.3%	▲ Add	2
268	POWL Powell Industries, Inc.	0.1%	$34.34M	63.46K	+4.7%	▲ Add	2
269	MUB iShares National Muni Bond…	0.1%	$34.29M	323.02K	+3.4%	▲ Add	2
270	PEP PepsiCo, Inc.	0.2%	$34.23M	220.43K	+8.6%	▲ Add	2
271	HLT Hilton Worldwide Holdings…	0.1%	$33.93M	111.59K	-16.7%	▼ Trim	2
272	FBND Fidelity Total Bond ETF	0.1%	$33.81M	741.17K	+1.2%	▲ Add	2
273	NSC Norfolk Southern Corporation	0.1%	$33.58M	117.00K	-6.9%	▼ Trim	2
274	IWR iShares Russell Mid-Cap ETF	1.4%	$33.55M	345.10K	+3.3%	▲ Add	2
275	FNV Franco-Nevada Corporation	0.1%	$33.40M	135.20K	-1.2%	▼ Trim	2
276	XLK State Street Technology…	0.1%	$33.24M	250.12K	-7.9%	▼ Trim	2
277	IUSB iShares Core Universal USD…	0.1%	$33.19M	718.51K	-21.4%	▼ Trim	2
278	BRK-A Berkshire Hathaway Inc.	0.1%	$33.03M	46	-4.6%	▼ Trim	2
279	ROL Rollins, Inc.	0.1%	$32.98M	617.53K	-12.9%	▼ Trim	2
280	MCK McKesson Corporation	0.1%	$32.85M	37.96K	+0.6%	▲ Add	2
281	PFF iShares Preferred and…	0.1%	$32.74M	1.08M	+3.0%	▲ Add	2
282	FITB Fifth Third Bancorp	0.1%	$32.59M	701.55K	-1.5%	▼ Trim	2
283	AWK American Water Works…	0.1%	$32.45M	238.47K	-0.6%	▼ Trim	2
284	XPO XPO Logistics, Inc.	0.1%	$32.32M	166.13K	-22.1%	▼ Trim	2
285	LQD iShares iBoxx $ Investment…	0.1%	$32.28M	296.15K	+29.9%	▲ Add	2
286	MDY State Street SPDR S&P…	0.1%	$32.21M	52.22K	+6.7%	▲ Add	2
287	VBR Vanguard Morningstar…	0.1%	$32.11M	147.78K	+5.5%	▲ Add	2
288	KTB Kontoor Brands, Inc.	0.0%	$31.67M	450.49K	+26.1%	▲ Add	2
289	FERG Ferguson plc	0.1%	$31.64M	135.66K	-13.1%	▼ Trim	2
290	XONA.DE Exxon Mobil Corporation	0.4%	$31.21M	183.97K	-1.7%	▼ Trim	2
291	EXPE Expedia Group, Inc.	0.1%	$31.14M	134.87K	+1.6%	▲ Add	2
292	ACN Accenture plc	0.1%	$31.13M	157.00K	-33.2%	▼ Trim	2
293	CGSD Capital Group Short…	0.0%	$31.03M	1.20M	+209.5%	▲ Add	2
294	RSG Republic Services, Inc.	0.0%	$30.94M	141.25K	+8.0%	▲ Add	2
295	VRSN VeriSign, Inc.	0.1%	$30.74M	123.78K	+3.4%	▲ Add	2
296	DUHP Dimensional - US High…	0.0%	$30.69M	834.93K	+3.7%	▲ Add	2
297	STLD Steel Dynamics, Inc.	0.0%	$30.60M	170.00K	+4.3%	▲ Add	2
298	AVY Avery Dennison Corporation	0.0%	$30.54M	176.85K	+22.8%	▲ Add	2
299	NKE NIKE, Inc.	0.1%	$30.13M	570.41K	-7.5%	▼ Trim	2
300	FDL First Trust Morningstar…	0.0%	$30.11M	592.76K	+36.6%	▲ Add	2
301	RDVI FT Vest Rising Dividend…	0.0%	$30.06M	1.18M	+17.7%	▲ Add	2
302	VWO Vanguard FTSE Emerging…	0.6%	$30.03M	555.59K	+10.6%	▲ Add	2
303	PWR Quanta Services, Inc.	0.1%	$29.89M	54.45K	+12.2%	▲ Add	2
304	DFIV Dimensional - International…	0.0%	$29.79M	564.38K	+63.5%	▲ Add	2
305	LLY Eli Lilly and Company	0.4%	$29.66M	32.24K	+2.7%	▲ Add	2
306	VLO Valero Energy Corporation	0.0%	$29.65M	120.00K	-6.5%	▼ Trim	2
307	URI United Rentals, Inc.	0.0%	$29.64M	40.68K	+6.2%	▲ Add	2
308	ULS UL Solutions Inc.	0.0%	$29.62M	345.58K	+206.0%	▲ Add	2
309	T AT&T Inc.	0.0%	$29.41M	1.01M	+11.6%	▲ Add	2
310	IWP iShares Russell Mid-Cap…	0.0%	$29.32M	228.88K	-26.9%	▼ Trim	2
311	DFAU Dimensional - US Core…	0.0%	$29.05M	643.82K	+40.9%	▲ Add	2
312	CGXU Capital Group International…	0.0%	$28.84M	977.84K	+1.4%	▲ Add	2
313	VONV Vanguard Russell 1000 Value…	0.0%	$28.82M	307.47K	+15.4%	▲ Add	2
314	APD Air Products and Chemicals…	0.0%	$28.66M	98.67K	+4.8%	▲ Add	2
315	CGMS Capital Group U.S.…	0.0%	$28.65M	1.05M	+18.2%	▲ Add	2
316	VGT Vanguard Information…	0.0%	$28.25M	40.49K	-4.4%	▼ Trim	2
317	XLU State Street Utilities…	0.0%	$28.20M	614.56K	-4.7%	▼ Trim	2
318	PODD Insulet Corp.	0.0%	$27.81M	132.54K	+8.5%	▲ Add	2
319	DXCM DexCom, Inc.	0.0%	$27.76M	442.01K	+45.1%	▲ Add	2
320	IJS iShares S&P Small-Cap 600…	0.0%	$27.70M	233.84K	-0.5%	▼ Trim	2
321	VNOM Viper Energy, Inc.	0.0%	$27.66M	588.55K	-3.2%	▼ Trim	2
322	UNH UnitedHealth Group…	0.0%	$27.64M	102.16K	-12.5%	▼ Trim	2
323	MRK Merck & Co., Inc.	0.2%	$27.25M	226.55K	-10.3%	▼ Trim	2
324	OXY Occidental Petroleum…	0.1%	$27.15M	417.72K	+70.8%	▲ Add	2
325	TKO TKO Group Holdings, Inc.	0.0%	$26.98M	133.80K	-8.4%	▼ Trim	2
326	VYMI Vanguard International High…	0.0%	$26.73M	283.61K	+4.5%	▲ Add	2
327	WWD Woodward, Inc.	0.0%	$26.33M	73.57K	+2271.7%	▲ Add	2
328	ILMN Illumina, Inc.	0.0%	$26.13M	211.99K	-8.2%	▼ Trim	2
329	HASI HA Sustainable…	0.0%	$26.13M	710.91K	+0.6%	▲ Add	2
330	REGL ProShares - S&P MidCap 400…	0.0%	$26.11M	302.18K	+1.6%	▲ Add	2
331	AZN AstraZeneca PLC	0.0%	$26.10M	132.35K	-0.5% ✂	▼ Trim	2
332	SGOL abrdn Physical Gold Shares…	0.0%	$25.98M	582.23K	+35.0%	▲ Add	2
333	CNR Core Natural Resources, Inc.	0.0%	$25.96M	247.88K	+6.5%	▲ Add	2
334	RPM RPM International Inc.	0.0%	$25.56M	257.18K	+2.8%	▲ Add	2
335	GNRC Generac Holdings Inc.	0.0%	$25.47M	130.40K	+70.0%	▲ Add	2
336	VEEV Veeva Systems Inc.	0.0%	$25.43M	144.78K	-23.8%	▼ Trim	2
337	LMBS First Trust Low Duration…	0.0%	$25.38M	509.45K	-7.1%	▼ Trim	2
338	HUBB Hubbell Incorporated	0.0%	$25.30M	51.55K	+1942.7%	▲ Add	2
339	KMI Kinder Morgan, Inc.	0.0%	$25.21M	751.85K	+0.7%	▲ Add	2
340	JCI Johnson Controls…	0.0%	$25.16M	192.10K	-3.8%	▼ Trim	2
341	BKNG Booking Holdings Inc.	0.0%	$24.95M	5.93K	+9.0%	▲ Add	2
342	BROS Dutch Bros Inc.	0.0%	$24.75M	488.59K	-8.7%	▼ Trim	2
343	SPYV State Street SPDR Portfolio…	0.0%	$24.62M	435.07K	+0.1%	▲ Add	2
344	GLDM SPDR Gold MiniShares Trust	0.0%	$24.39M	263.10K	-11.2%	▼ Trim	2
345	SUSA iShares ESG Optimized MSCI…	0.0%	$24.37M	184.51K	+0.1%	▲ Add	2
346	AMT American Tower Corporation	0.0%	$24.37M	141.19K	+17.6%	▲ Add	2
347	VEU Vanguard FTSE All-World…	0.4%	$24.26M	323.02K	+10.8%	▲ Add	2
348	EMR Emerson Electric Co.	0.1%	$24.17M	184.45K	+6.0%	▲ Add	2
349	WT WisdomTree, Inc.	0.2%	$24.12M	270.03K	+10.6%	▲ Add	2
350	SYY Sysco Corporation	0.0%	$24.09M	337.75K	+1.2%	▲ Add	2
351	SPMB State Street SPDR Portfolio…	0.0%	$24.07M	1.08M	+4.2%	▲ Add	2
352	AVUV Avantis U.S. Small Cap…	0.0%	$24.01M	217.34K	+34.8%	▲ Add	2
353	HEI HEICO Corporation	0.0%	$23.96M	87.39K	-14.9%	▼ Trim	2
354	SPYM State Street SPDR Portfolio…	0.0%	$23.77M	310.62K	+4.6%	▲ Add	2
355	RMD ResMed Inc.	0.0%	$23.76M	105.86K	-18.7%	▼ Trim	2
356	SPHQ Invesco S&P 500 Quality ETF	0.0%	$23.68M	314.97K	+26.5%	▲ Add	2
357	TGT Target Corporation	0.0%	$23.67M	195.27K	-0.2%	▼ Trim	2
358	FIXD First Trust Smith…	0.0%	$23.47M	538.34K	+0.7%	▲ Add	2
359	SO The Southern Company	0.0%	$23.40M	242.48K	-0.7%	▼ Trim	2
360	EME EMCOR Group, Inc.	0.0%	$23.34M	31.61K	+3.5%	▲ Add	2
361	MMM 3M Company	0.0%	$23.24M	160.02K	-23.6%	▼ Trim	2
362	GGG Graco Inc.	0.0%	$23.14M	273.41K	-15.4%	▼ Trim	2
363	IWS iShares Russell Mid-Cap…	0.0%	$23.13M	158.69K	+0.8%	▲ Add	2
364	IJK iShares S&P Mid-Cap 400…	0.0%	$23.07M	229.26K	+0.5%	▲ Add	2
365	PVAL Putnam Focused Large Cap…	0.0%	$22.84M	492.20K	+12.6%	▲ Add	2
366	ITA iShares U.S. Aerospace &…	0.0%	$22.80M	104.24K	+5.1%	▲ Add	2
367	GD General Dynamics Corporation	0.0%	$22.80M	66.43K	+2.4%	▲ Add	2
368	FTC FIRST TR EXCHANGE TRADED ALP	0.0%	$22.77M	147.74K	+0.7%	▲ Add	2
369	AVDE Avantis International…	0.0%	$22.70M	267.55K	+2561.6%	▲ Add	2
370	ATO Atmos Energy Corporation	0.0%	$22.42M	121.40K	+5.2%	▲ Add	2
371	DBEF Xtrackers MSCI EAFE Hedged…	0.0%	$22.39M	453.19K	+0.5%	▲ Add	2
372	RJF Raymond James Financial…	0.0%	$22.37M	154.53K	-16.4%	▼ Trim	2
373	JCPB JPMorgan Core Plus Bond ETF	0.0%	$22.00M	467.25K	+116.7%	▲ Add	2
374	SPY State Street SPDR S&P 500…	0.6%	$21.91M	33.70K	-3.9%	▼ Trim	2
375	PSX Phillips 66	0.0%	$21.69M	119.06K	-42.2%	▼ Trim	2
376	EZM WISDOMTREE TR	0.0%	$21.69M	322.66K	-3.0%	▼ Trim	2
377	IGSB iShares 1-5 Year Investment…	0.0%	$21.67M	412.21K	+25.1%	▲ Add	2
378	SLV iShares Silver Trust	0.0%	$21.56M	316.42K	-42.7%	▼ Trim	2
379	ITOT iShares Core S&P Total U.S.…	0.0%	$21.38M	150.13K	-7.5%	▼ Trim	2
380	SHY iShares 1-3 Year Treasury…	0.0%	$21.33M	258.31K	+5.6%	▲ Add	2
381	WT WisdomTree, Inc.	0.2%	$21.32M	483.31K	+10.6%	▲ Add	2
382	CALF Pacer US Small Cap Cash…	0.0%	$21.30M	474.74K	+17.0%	▲ Add	2
383	VGIT Vanguard Intermediate-Term…	0.0%	$21.25M	356.88K	-11.4%	▼ Trim	2
384	IEI iShares 3-7 Year Treasury…	0.0%	$21.19M	178.68K	+10.0%	▲ Add	2
385	DNP DNP SELECT INCOME FD INC	0.0%	$21.06M	2.05M	+7.8%	▲ Add	2
386	KLAC KLA Corporation	0.0%	$20.89M	14.19K	+35.8%	▲ Add	2
387	BMY Bristol-Myers Squibb Company	0.0%	$20.88M	344.30K	+5.0%	▲ Add	2
388	ROP Roper Technologies, Inc.	0.0%	$20.87M	58.99K	-5.9%	▼ Trim	2
389	MCD McDonald's Corporation	0.3%	$20.75M	66.76K	+3.7%	▲ Add	2
390	FV First Trust Dorsey Wright…	0.0%	$20.74M	343.18K	-18.2%	▼ Trim	2
391	CAT Caterpillar Inc.	0.3%	$20.61M	29.09K	-4.5%	▼ Trim	2
392	DAL Delta Air Lines, Inc.	0.0%	$20.60M	309.93K	+355.9%	▲ Add	2
393	CAH Cardinal Health, Inc.	0.0%	$20.41M	96.58K	+0.2%	▲ Add	2
394	GOVT iShares U.S. Treasury Bond…	0.0%	$20.38M	889.39K	+208.4%	▲ Add	2
395	ODFL Old Dominion Freight Line…	0.0%	$20.32M	103.99K	+6.2%	▲ Add	2
396	PNC The PNC Financial Services…	0.1%	$20.31M	97.59K	+1.9%	▲ Add	2
397	USB U.S. Bancorp	0.1%	$20.31M	390.43K	-12.8%	▼ Trim	2
398	MO Altria Group, Inc.	0.0%	$20.12M	304.94K	0.0%	▲ Add	2
399	MTUM iShares MSCI USA Momentum…	0.0%	$20.03M	83.47K	-14.3%	▼ Trim	2
400	FNX First Trust Mid Cap Core…	0.0%	$20.01M	156.06K	-15.0%	▼ Trim	2
401	RGEN Repligen Corporation	0.0%	$20.00M	169.76K	-16.5%	▼ Trim	2
402	CVX Chevron Corporation	0.5%	$20.00M	96.64K	+6.8%	▲ Add	2
403	JHMM John Hancock Investments -…	0.0%	$19.97M	297.51K	Nuevo	New	1
404	CHDN Churchill Downs Incorporated	0.0%	$19.96M	222.20K	-12.6%	▼ Trim	2
405	ALGN Align Technology, Inc.	0.0%	$19.78M	115.38K	+743.4%	▲ Add	2
406	LNG Cheniere Energy, Inc.	0.0%	$19.68M	69.35K	+2.5%	▲ Add	2
407	ARCC Ares Capital Corporation	0.0%	$19.62M	1.09M	+1.4%	▲ Add	2
408	JPST JPMorgan Ultra-Short Income…	0.0%	$19.57M	386.69K	-21.1%	▼ Trim	2
409	PWR Quanta Services, Inc.	0.1%	$19.53M	35.57K	+12.2%	▲ Add	2
410	BLK BlackRock, Inc.	0.2%	$19.41M	20.18K	-7.9%	▼ Trim	2
411	TWLO Twilio Inc.	0.0%	$19.38M	154.00K	-40.2%	▼ Trim	2
412	STE STERIS plc	0.0%	$19.34M	87.47K	+3.9%	▲ Add	2
413	ENVA Enova International, Inc.	0.0%	$19.22M	141.53K	-5.1%	▼ Trim	2
414	VSXY Victoria's Secret & Company	0.0%	$19.02M	410.28K	+546.6%	▲ Add	2
415	AFL Aflac Incorporated	0.1%	$18.79M	171.28K	+55.6%	▲ Add	2
416	IWM iShares Russell 2000 ETF	0.2%	$18.72M	75.49K	-1.2%	▼ Trim	2
417	SIL Global X - Silver Miners ETF	0.0%	$18.70M	207.65K	-2.7%	▼ Trim	2
418	KO The Coca-Cola Company	0.2%	$18.69M	245.72K	+4.9%	▲ Add	2
419	ABT Abbott Laboratories	0.3%	$18.61M	181.28K	-13.1%	▼ Trim	2
420	WT WisdomTree, Inc.	0.2%	$18.56M	353.33K	+10.6%	▲ Add	2
421	BSCR Invesco BulletShares 2027…	0.0%	$18.50M	942.63K	-10.6%	▼ Trim	2
422	LII Lennox International Inc.	0.0%	$18.47M	39.80K	-23.5%	▼ Trim	2
423	VOE Vanguard Morningstar…	0.0%	$18.45M	100.13K	-0.7%	▼ Trim	2
424	BINC iShares Flexible Income…	0.0%	$18.40M	354.24K	+13.3%	▲ Add	2
425	EFX Equifax Inc.	0.0%	$18.39M	102.12K	-9.0%	▼ Trim	2
426	SHOP Shopify Inc.	0.0%	$18.38M	154.95K	+2.5%	▲ Add	2
427	LYV Live Nation Entertainment…	0.0%	$18.36M	120.39K	-24.5%	▼ Trim	2
428	CMI Cummins Inc.	0.0%	$18.36M	34.12K	-1.5%	▼ Trim	2
429	BSCS Invesco BulletShares 2028…	0.0%	$18.28M	895.12K	+2.6%	▲ Add	2
430	AMKR Amkor Technology, Inc.	0.0%	$18.18M	403.65K	+4.7%	▲ Add	2
431	FDX FedEx Corporation	0.0%	$18.16M	51.00K	+2.2%	▲ Add	2
432	ZTS Zoetis Inc.	0.0%	$18.16M	153.66K	-9.0%	▼ Trim	2
433	ECG Everus Construction Group…	0.0%	$18.16M	153.85K	-12.0%	▼ Trim	2
434	CTAS Cintas Corporation	0.0%	$18.16M	107.34K	+4.0%	▲ Add	2
435	SMH VanEck Semiconductor ETF	0.0%	$18.01M	46.98K	-12.9%	▼ Trim	2
436	EAGG iShares ESG Aware U.S.…	0.0%	$17.99M	378.33K	+8.2%	▲ Add	2
437	MNST Monster Beverage Corporation	0.0%	$17.89M	246.85K	+4.0%	▲ Add	2
438	ALK Alaska Air Group, Inc.	0.0%	$17.87M	485.97K	+249.1%	▲ Add	2
439	CTVA Corteva, Inc.	0.0%	$17.77M	212.29K	+5.6%	▲ Add	2
440	GLW Corning Inc	0.0%	$17.76M	130.63K	0.0%	▼ Trim	2
441	BSCQ Invesco BulletShares 2026…	0.0%	$17.73M	907.60K	-13.7%	▼ Trim	2
442	FND Floor & Decor Holdings, Inc.	0.0%	$17.72M	348.83K	+15.3%	▲ Add	2
443	HCA HCA Healthcare, Inc.	0.0%	$17.61M	37.21K	-34.2%	▼ Trim	2
444	ESGD iShares ESG Aware MSCI EAFE…	0.0%	$17.59M	183.91K	+1.6%	▲ Add	2
445	ETR Entergy Corporation	0.0%	$17.53M	156.05K	+28.5%	▲ Add	2
446	VONG Vanguard Russell 1000…	0.0%	$17.49M	159.49K	+1.9%	▲ Add	2
447	MDLZ Mondelez International, Inc.	0.0%	$17.42M	302.28K	+6.7%	▲ Add	2
448	NANR SPDR INDEX SHS FDS	0.0%	$17.35M	206.52K	-2.9%	▼ Trim	2
449	INSW International Seaways, Inc.	0.0%	$17.24M	236.61K	+4.5%	▲ Add	2
450	MKC McCormick & Company…	0.0%	$17.15M	340.02K	+13.6%	▲ Add	2
451	HWM Howmet Aerospace Inc.	0.0%	$17.10M	74.18K	+1.2%	▲ Add	2
452	BSCT Invesco BulletShares 2029…	0.0%	$17.09M	915.87K	+3.4%	▲ Add	2
453	SAGP ADVISORS INNER CIRCLE FD III	0.0%	$17.09M	497.98K	+11.8%	▲ Add	2
454	BX Blackstone Inc.	0.0%	$17.07M	148.48K	+3.4%	▲ Add	2
455	PHYS Sprott Physical Gold Trust	0.0%	$17.05M	481.00K	+3.1%	▲ Add	2
456	MAR Marriott International, Inc.	0.0%	$16.85M	51.53K	+9.6%	▲ Add	2
457	COHR Coherent, Inc.	0.0%	$16.82M	70.61K	-1.5%	▼ Trim	2
458	CVS CVS Health Corp.	0.0%	$16.76M	233.33K	-24.7%	▼ Trim	2
459	DLR Digital Realty Trust, Inc.	0.0%	$16.72M	92.77K	-2.2%	▼ Trim	2
460	BSCU Invesco BulletShares 2030…	0.0%	$16.71M	999.40K	+4.2%	▲ Add	2
461	VIGI Vanguard International…	0.0%	$16.47M	186.21K	+209.8%	▲ Add	2
462	EIX Edison International	0.0%	$16.43M	224.55K	+87.3%	▲ Add	2
463	NDAQ Nasdaq, Inc.	0.0%	$16.41M	193.29K	+5.1%	▲ Add	2
464	OXY Occidental Petroleum…	0.1%	$16.40M	252.29K	+70.8%	▲ Add	2
465	IDV iShares International…	0.0%	$16.35M	384.13K	+2.7%	▲ Add	2
466	BSCV INVESCO EXCH TRD SLF IDX FD	0.0%	$16.25M	987.21K	+3.7%	▲ Add	2
467	VTIP Vanguard Short-Term…	0.0%	$16.23M	325.00K	+359.9%	▲ Add	2
468	CPAY Corpay, Inc.	0.0%	$16.22M	55.74K	-0.9%	▼ Trim	2
469	FTCS First Trust Capital…	0.0%	$16.16M	174.24K	-22.5%	▼ Trim	2
470	YUM Yum! Brands, Inc.	0.0%	$16.12M	103.67K	+1.5%	▲ Add	2
471	CF CF Industries Holdings, Inc.	0.0%	$16.11M	124.06K	+21.2%	▲ Add	2
472	BSCW INVESCO EXCH TRD SLF IDX FD	0.0%	$16.08M	781.14K	+4.2%	▲ Add	2
473	TYL Tyler Technologies, Inc.	0.0%	$16.05M	46.87K	-15.1%	▼ Trim	2
474	BF-B Brown-Forman Corporation	0.0%	$16.00M	605.05K	+195.0%	▲ Add	2
475	XLP State Street Consumer…	0.0%	$15.99M	195.00K	+146.0%	▲ Add	2
476	RACE Ferrari N.V.	0.0%	$15.98M	47.20K	+1517.8%	▲ Add	2
477	INCY Incyte Corporation	0.0%	$15.96M	169.61K	+23.4%	▲ Add	2
478	MATX Matson, Inc.	0.0%	$15.91M	97.03K	+2.3%	▲ Add	2
479	COKE Coca-Cola Consolidated, Inc.	0.0%	$15.82M	82.48K	+4.8%	▲ Add	2
480	COR Cencora, Inc.	0.0%	$15.69M	49.95K	-40.0%	▼ Trim	2
481	VGK Vanguard FTSE Europe ETF	0.0%	$15.62M	189.55K	+2.4%	▲ Add	2
482	CVX Chevron Corporation	0.5%	$15.55M	75.14K	+6.8%	▲ Add	2
483	VG Venture Global, Inc.	0.0%	$15.51M	984.01K	Nuevo	New	1
484	QDF FlexShares Quality Dividend…	0.0%	$15.45M	195.32K	+10.6%	▲ Add	2
485	NTR Nutrien Ltd.	0.0%	$15.44M	204.55K	+37.6%	▲ Add	2
486	YOU Clear Secure, Inc.	0.0%	$15.39M	318.00K	+5.0%	▲ Add	2
487	CMCSA Comcast Corporation	0.0%	$15.35M	534.64K	+6.2%	▲ Add	2
488	FICO Fair Isaac Corporation	0.0%	$15.29M	14.32K	-4.8%	▼ Trim	2
489	VOT Vanguard Morningstar…	0.0%	$15.27M	59.33K	+8.0%	▲ Add	2
490	ROK Rockwell Automation, Inc.	0.0%	$15.26M	42.51K	+74.2%	▲ Add	2
491	CRWD CrowdStrike Holdings, Inc.	0.0%	$15.24M	39.04K	-35.3%	▼ Trim	2
492	SPHR Sphere Entertainment Co.	0.0%	$15.18M	129.31K	+36.4%	▲ Add	2
493	VGLT Vanguard Long-Term Treasury…	0.0%	$15.18M	274.20K	-17.1%	▼ Trim	2
494	DIA State Street SPDR Dow Jones…	0.0%	$15.14M	32.68K	-1.8%	▼ Trim	2
495	PYPL PayPal Holdings, Inc.	0.0%	$15.07M	333.16K	-6.8%	▼ Trim	2
496	EFG iShares MSCI EAFE Growth ETF	0.0%	$14.92M	133.92K	+13.9%	▲ Add	2
497	IWO iShares Russell 2000 Growth…	0.0%	$14.86M	47.35K	+2.1%	▲ Add	2
498	VHT Vanguard Health Care ETF	0.0%	$14.77M	54.23K	+20.6%	▲ Add	2
499	EEM iShares MSCI Emerging…	0.0%	$14.61M	257.20K	+9.4%	▲ Add	2
500	WMT Walmart Inc.	0.4%	$14.58M	117.32K	-6.0%	▼ Trim	2

Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.

Valor	Acciones	Anterior	Cambio	Valor	Ponderación
JHMM John Hancock…	297.51K	—	Nuevo	$19.97M	0.0%
VG Venture Global, Inc.	984.95K	—	Nuevo	$15.52M	0.0%
TTEQ	423.26K	—	Nuevo	$12.81M	0.0%
RDW Redwire Corp	1.29M	—	Nuevo	$10.95M	0.0%
FENI Fidelity Enhanced…	240.06K	—	Nuevo	$8.93M	0.0%
RNG RingCentral, Inc.	236.21K	—	Nuevo	$8.78M	0.0%
BRKR Bruker Corporation	228.67K	—	Nuevo	$8.26M	0.0%
FEGE	151.67K	—	Nuevo	$7.13M	0.0%
FTHI First Trust BuyWrite…	292.10K	—	Nuevo	$6.70M	0.0%
EDV Vanguard Extended…	95.46K	—	Nuevo	$6.20M	0.0%
AVB AvalonBay Communities…	36.28K	—	Nuevo	$5.93M	0.0%
IDMO Invesco S&P…	100.76K	—	Nuevo	$5.53M	0.0%
IONQ IonQ, Inc.	179.25K	—	Nuevo	$5.17M	0.0%
AGNC AGNC Investment Corp.	430.73K	—	Nuevo	$4.32M	0.0%
PATH UiPath Inc.	387.39K	—	Nuevo	$4.30M	0.0%
AMRC Ameresco, Inc.	150.52K	—	Nuevo	$3.84M	0.0%
CRCL Circle Internet Group	36.58K	—	Nuevo	$3.49M	0.0%
FXN	154.37K	—	Nuevo	$3.47M	0.0%
VBIL	44.84K	—	Nuevo	$3.39M	0.0%
PFFD	181.63K	—	Nuevo	$3.34M	0.0%
FTAI FTAI Aviation Ltd.	12.47K	—	Nuevo	$3.05M	0.0%
DBMF iMGP DBi Managed…	96.75K	—	Nuevo	$2.92M	0.0%
CGMM Capital Group U.S.…	94.71K	—	Nuevo	$2.78M	0.0%
FN Fabrinet	5.27K	—	Nuevo	$2.75M	0.0%
KRE State Street SPDR S&P…	41.59K	—	Nuevo	$2.71M	0.0%
IAK	20.44K	—	Nuevo	$2.62M	0.0%
LPG Dorian LPG Ltd.	76.22K	—	Nuevo	$2.61M	0.0%
TWST Twist Bioscience…	53.87K	—	Nuevo	$2.56M	0.0%
JSMD	31.39K	—	Nuevo	$2.49M	0.0%
CQQQ Invesco China…	51.85K	—	Nuevo	$2.39M	0.0%
SGDM	25.61K	—	Nuevo	$1.93M	0.0%
TW Tradeweb Markets Inc.	16.12K	—	Nuevo	$1.90M	0.0%
IDVO	46.76K	—	Nuevo	$1.89M	0.0%
NBTB NBT Bancorp Inc.	42.93K	—	Nuevo	$1.83M	0.0%
PBR Petróleo Brasileiro…	88.08K	—	Nuevo	$1.83M	0.0%
BLCR iShares Large Cap Core…	43.28K	—	Nuevo	$1.78M	0.0%
LNTH Lantheus Holdings, Inc.	23.34K	—	Nuevo	$1.77M	0.0%
RPV Invesco S&P 500 Pure…	14.85K	—	Nuevo	$1.59M	0.0%
AQN Algonquin Power &…	258.72K	—	Nuevo	$1.59M	0.0%
ONDS Ondas Holdings Inc.	166.73K	—	Nuevo	$1.51M	0.0%
HTHT H World Group Limited	29.52K	—	Nuevo	$1.48M	0.0%
HTO H2O America	24.32K	—	Nuevo	$1.43M	0.0%
WU The Western Union…	161.62K	—	Nuevo	$1.41M	0.0%
MDLN Medline Inc.	30.36K	—	Nuevo	$1.35M	0.0%
TEM Tempus AI, Inc.	29.44K	—	Nuevo	$1.33M	0.0%
PSKY Paramount Skydance…	143.59K	—	Nuevo	$1.30M	0.0%
VGUS	16.69K	—	Nuevo	$1.26M	0.0%
FEP	22.54K	—	Nuevo	$1.23M	0.0%
AA Alcoa Corporation	16.76K	—	Nuevo	$1.11M	0.0%
LSGR	27.80K	—	Nuevo	$1.10M	0.0%
NOK Nokia Oyj	103.11K	—	Nuevo	$829,020	0.0%
PRK Park National…	4.93K	—	Nuevo	$805,482	0.0%
ERIC Telefonaktiebolaget LM…	70.52K	—	Nuevo	$794,727	0.0%
XSOE	18.30K	—	Nuevo	$733,870	0.0%
SPXX	43.84K	—	Nuevo	$704,518	0.0%
DUOL Duolingo, Inc.	7.06K	—	Nuevo	$696,003	0.0%
RZV	5.46K	—	Nuevo	$679,866	0.0%
CRS Carpenter Technology…	1.71K	—	Nuevo	$673,602	0.0%
SCHC Schwab International…	13.25K	—	Nuevo	$619,165	0.0%
MYN	60.23K	—	Nuevo	$578,160	0.0%
QQQX	21.26K	—	Nuevo	$567,031	0.0%
QQQE	5.54K	—	Nuevo	$546,053	0.0%
PNFP Pinnacle Financial…	5.79K	—	Nuevo	$498,406	0.0%
AMRZ Amrize Ltd	8.53K	—	Nuevo	$477,795	0.0%
AAOI Applied…	5.23K	—	Nuevo	$442,068	0.0%
VFLO VictoryShares Free Cash…	10.67K	—	Nuevo	$421,252	0.0%
PNI	61.13K	—	Nuevo	$418,768	0.0%
FYT	6.66K	—	Nuevo	$411,781	0.0%
BSMS	17.37K	—	Nuevo	$406,351	0.0%
SKWD Skyward Specialty…	9.27K	—	Nuevo	$404,914	0.0%
CHRD Chord Energy Corporation	2.82K	—	Nuevo	$400,379	0.0%
IBDV iShares iBonds Dec 2030…	17.27K	—	Nuevo	$378,084	0.0%
NEU NewMarket Corporation	580	—	Nuevo	$371,751	0.0%
OSCR Oscar Health, Inc.	31.58K	—	Nuevo	$362,268	0.0%
ILDR	11.97K	—	Nuevo	$356,347	0.0%
AVAV AeroVironment, Inc.	1.94K	—	Nuevo	$355,300	0.0%
FPS Forgent Power…	11.82K	—	Nuevo	$345,913	0.0%
EQX Equinox Gold Corp.	23.38K	—	Nuevo	$338,133	0.0%
MISL	7.51K	—	Nuevo	$335,817	0.0%
SEDG SolarEdge Technologies…	6.43K	—	Nuevo	$328,048	0.0%
PML	43.01K	—	Nuevo	$325,616	0.0%
TFX Teleflex Incorporated	2.70K	—	Nuevo	$322,469	0.0%
SBRA Sabra Health Care REIT…	15.50K	—	Nuevo	$298,027	0.0%
NCZ	21.55K	—	Nuevo	$289,039	0.0%
KOP Koppers Holdings Inc.	7.38K	—	Nuevo	$285,652	0.0%
HAL Halliburton Company	7.31K	—	Nuevo	$285,017	0.0%
ATI ATI Inc.	1.94K	—	Nuevo	$282,192	0.0%
HIMS Hims & Hers Health, Inc.	13.53K	—	Nuevo	$280,924	0.0%
YORW	9.21K	—	Nuevo	$280,505	0.0%
FLMI	11.00K	—	Nuevo	$272,690	0.0%
SU Suncor Energy Inc.	4.11K	—	Nuevo	$271,514	0.0%
BGIG	7.96K	—	Nuevo	$264,750	0.0%
MOD Modine Manufacturing…	1.22K	—	Nuevo	$264,386	0.0%
IBHH	11.25K	—	Nuevo	$264,038	0.0%
DHT DHT Holdings, Inc.	14.43K	—	Nuevo	$263,600	0.0%
SRPT Sarepta Therapeutics…	11.90K	—	Nuevo	$259,031	0.0%
IGE	4.10K	—	Nuevo	$258,054	0.0%
RPG	5.52K	—	Nuevo	$258,005	0.0%
MRNA Moderna, Inc.	4.78K	—	Nuevo	$242,876	0.0%
LIT	3.20K	—	Nuevo	$237,920	0.0%
SCHI	10.29K	—	Nuevo	$233,332	0.0%
NU Nu Holdings Ltd.	15.84K	—	Nuevo	$227,621	0.0%
NWPX NWPX Infrastructure…	2.92K	—	Nuevo	$227,273	0.0%
SON Sonoco Products Company	4.18K	—	Nuevo	$226,367	0.0%
LNC Lincoln National…	6.37K	—	Nuevo	$226,206	0.0%
ACLS Axcelis Technologies…	2.42K	—	Nuevo	$225,347	0.0%
MAN ManpowerGroup Inc.	7.58K	—	Nuevo	$223,248	0.0%
IRDM Iridium Communications…	8.00K	—	Nuevo	$222,003	0.0%
MORN Morningstar, Inc.	1.31K	—	Nuevo	$221,963	0.0%
GEO The GEO Group, Inc.	12.88K	—	Nuevo	$216,563	0.0%
DCO Ducommun Incorporated	1.76K	—	Nuevo	$214,720	0.0%
NVMI Nova Ltd.	492	—	Nuevo	$213,666	0.0%
SFM Sprouts Farmers Market…	2.77K	—	Nuevo	$213,264	0.0%
MIRM Mirum Pharmaceuticals…	2.31K	—	Nuevo	$212,936	0.0%
AWI Armstrong World…	1.27K	—	Nuevo	$209,131	0.0%
CNO CNO Financial Group…	5.09K	—	Nuevo	$208,913	0.0%
ATAT Atour Lifestyle…	5.62K	—	Nuevo	$206,835	0.0%
TAN	3.71K	—	Nuevo	$206,740	0.0%
BOKF BOK Financial…	1.61K	—	Nuevo	$206,305	0.0%
PINS Pinterest, Inc.	11.21K	—	Nuevo	$205,647	0.0%

Valor	Acciones	Anterior	Cambio	Valor	Ponderación
MSFT Microsoft Corporation	5.78M	5.65M	+2.3%	$2.14B	3.3%
AAPL Apple Inc.	10.00M	9.88M	+1.3%	$2.54B	4.0%
JPM JPMorgan Chase & Co.	6.69M	6.58M	+1.7%	$1.97B	3.1%
GOOG Alphabet Inc.	6.76M	6.69M	+1.0%	$1.94B	3.0%
VEA Vanguard FTSE Developed…	21.48M	20.11M	+6.8%	$1.38B	2.2%
BRK-B Berkshire Hathaway Inc.	2.67M	2.60M	+2.6%	$1.28B	2.0%
IWD iShares Russell 1000…	6.03M	5.85M	+3.0%	$1.29B	2.0%
IWF iShares Russell 1000…	2.81M	2.72M	+3.3%	$1.20B	1.9%
AMZN Amazon.com, Inc.	5.46M	4.29M	+27.3%	$1.14B	1.8%
JNJ Johnson & Johnson	4.52M	4.37M	+3.5%	$1.11B	1.7%
META Meta Platforms, Inc.	1.67M	1.60M	+4.4%	$954.34M	1.5%
HD The Home Depot, Inc.	2.92M	2.81M	+3.8%	$958.93M	1.5%
NVDA NVIDIA Corporation	4.89M	4.81M	+1.8%	$853.17M	1.3%
PGR The Progressive…	4.14M	3.88M	+6.8%	$820.62M	1.3%
IWR iShares Russell Mid-Cap…	8.97M	8.68M	+3.3%	$872.14M	1.4%
IJR iShares Core S&P…	6.46M	6.13M	+5.4%	$803.55M	1.3%
SCHW The Charles Schwab…	8.45M	7.98M	+5.9%	$793.70M	1.2%
FAST Fastenal Company	15.38M	14.84M	+3.6%	$713.53M	1.1%
TJX The TJX Companies, Inc.	4.36M	4.14M	+5.2%	$696.00M	1.1%
TEL TE Connectivity plc	3.13M	2.97M	+5.2%	$654.00M	1.0%
AVGO Broadcom Inc.	1.93M	1.89M	+1.9%	$596.35M	0.9%
ORLY O'Reilly Automotive…	6.84M	6.59M	+3.9%	$631.57M	1.0%
COST Costco Wholesale…	615.15K	598.11K	+2.9%	$612.95M	1.0%
VGSH Vanguard Short-Term…	10.15M	8.96M	+13.3%	$594.42M	0.9%
VOO Vanguard S&P 500 ETF	958.00K	877.73K	+9.2%	$572.45M	0.9%
IEFA iShares Core MSCI EAFE…	6.17M	5.87M	+5.2%	$558.93M	0.9%
VCIT Vanguard…	6.67M	5.96M	+11.9%	$551.80M	0.9%
DIS The Walt Disney Company	4.98M	4.75M	+4.7%	$479.60M	0.7%
WFC Wells Fargo & Company	5.98M	5.56M	+7.7%	$476.29M	0.7%
UNP Union Pacific…	2.08M	1.99M	+4.2%	$503.81M	0.8%
DHR Danaher Corporation	2.13M	2.03M	+4.6%	$403.07M	0.6%
BIV Vanguard…	5.60M	4.77M	+17.2%	$431.94M	0.7%
UBER Uber Technologies, Inc.	5.54M	803.04K	+589.3%	$398.15M	0.6%
V Visa Inc.	1.11M	1.11M	+0.1%	$334.67M	0.5%
VWO Vanguard FTSE Emerging…	7.03M	6.36M	+10.6%	$379.91M	0.6%
BAC Bank of America…	6.83M	6.67M	+2.4%	$333.13M	0.5%
OMC Omnicom Group Inc.	4.71M	4.35M	+8.2%	$354.71M	0.6%
CVX Chevron Corporation	1.68M	1.57M	+6.8%	$347.42M	0.5%
TSM Taiwan Semiconductor…	933.56K	827.91K	+12.8%	$315.50M	0.5%
EXPD Expeditors…	2.18M	2.09M	+4.6%	$312.51M	0.5%
VUG Vanguard Morningstar…	641.40K	625.11K	+2.6%	$280.16M	0.4%
LLY Eli Lilly and Company	283.47K	276.09K	+2.7%	$260.73M	0.4%
VTV Vanguard Morningstar…	1.51M	1.49M	+1.7%	$296.52M	0.5%
VTI Vanguard Morningstar…	903.86K	876.26K	+3.1%	$289.97M	0.5%
VEU Vanguard FTSE All-World…	3.81M	3.44M	+10.8%	$286.14M	0.4%
IEF iShares 7-10 Year…	2.72M	2.69M	+1.1%	$260.02M	0.4%
IJH iShares Core S&P…	3.54M	3.47M	+2.1%	$239.02M	0.4%
VB Vanguard Morningstar…	810.77K	778.59K	+4.1%	$212.36M	0.3%
EFV iShares MSCI EAFE Value…	2.72M	2.68M	+1.5%	$201.94M	0.3%
MCD McDonald's Corporation	598.10K	576.87K	+3.7%	$185.88M	0.3%
SPSB State Street SPDR…	6.00M	5.18M	+15.8%	$180.28M	0.3%
VO Vanguard Morningstar…	626.68K	552.80K	+13.4%	$179.97M	0.3%
IEMG iShares Core MSCI…	2.43M	2.41M	+0.8%	$169.69M	0.3%
ETN Eaton Corporation plc	467.19K	374.22K	+24.9%	$167.10M	0.3%
PEP PepsiCo, Inc.	1.02M	942.23K	+8.6%	$158.89M	0.2%
APH Amphenol Corporation	1.19M	1.16M	+2.0%	$149.98M	0.2%
EFA iShares MSCI EAFE ETF	1.51M	1.41M	+7.4%	$146.85M	0.2%
VYM Vanguard High Dividend…	955.52K	928.87K	+2.9%	$141.51M	0.2%
KMX CarMax, Inc.	3.07M	2.66M	+15.3%	$127.59M	0.2%
VZ Verizon Communications…	2.48M	2.45M	+1.3%	$124.56M	0.2%
WCN Waste Connections, Inc.	762.97K	637.32K	+19.7%	$123.94M	0.2%
BEPC Brookfield Renewable…	3.00M	2.32M	+29.3%	$119.29M	0.2%
AMGN Amgen Inc.	334.33K	287.98K	+16.1%	$117.63M	0.2%
WT WisdomTree, Inc.	2.00M	1.81M	+10.6%	$111.22M	0.2%
IVW iShares S&P 500 Growth…	883.78K	882.29K	+0.2%	$99.96M	0.2%
KO The Coca-Cola Company	1.41M	1.34M	+4.9%	$107.12M	0.2%
CP Canadian Pacific Kansas…	1.33M	1.02M	+30.1%	$104.67M	0.2%
LIN Linde plc	210.22K	181.95K	+15.5%	$104.22M	0.2%
ONC BeOne Medicines AG	349.65K	304.34K	+14.9%	$103.84M	0.2%
EMR Emerson Electric Co.	722.26K	681.41K	+6.0%	$94.63M	0.1%
DE Deere & Company	165.51K	145.82K	+13.5%	$93.23M	0.1%
DUK Duke Energy Corporation	706.34K	616.36K	+14.6%	$92.49M	0.1%
ECL Ecolab Inc.	345.09K	308.55K	+11.8%	$91.80M	0.1%
EOG EOG Resources, Inc.	615.69K	492.19K	+25.1%	$89.01M	0.1%
BABA Alibaba Group Holding…	707.39K	565.42K	+25.1%	$88.75M	0.1%
PAYX Paychex, Inc.	770.01K	766.38K	+0.5%	$70.93M	0.1%
TXN Texas Instruments…	442.27K	341.06K	+29.7%	$85.86M	0.1%
ICE Intercontinental…	525.35K	525.07K	+0.1%	$82.63M	0.1%
PNC The PNC Financial…	404.44K	396.69K	+1.9%	$84.16M	0.1%
BEKE KE Holdings Inc.	5.62M	4.28M	+31.2%	$84.10M	0.1%
CGDV Capital Group Dividend…	1.95M	1.86M	+5.2%	$83.04M	0.1%
RYAAY Ryanair Holdings plc	1.20M	1.15M	+4.5%	$69.20M	0.1%
CME CME Group Inc.	279.26K	197.53K	+41.4%	$82.48M	0.1%
CGGR Capital Group Growth ETF	2.00M	1.84M	+8.4%	$80.35M	0.1%
WM Waste Management, Inc.	352.56K	350.35K	+0.6%	$81.02M	0.1%
NEE NextEra Energy, Inc.	862.13K	860.09K	+0.2%	$80.07M	0.1%
SE Sea Limited	828.14K	618.51K	+33.9%	$68.58M	0.1%
ITW Illinois Tool Works Inc.	297.19K	296.60K	+0.2%	$77.36M	0.1%
RDVY First Trust Rising…	1.13M	1.02M	+10.0%	$76.94M	0.1%
BA The Boeing Company	365.44K	352.53K	+3.7%	$72.73M	0.1%
VCSH Vanguard Short-Term…	943.63K	849.72K	+11.1%	$74.80M	0.1%
NFLX Netflix, Inc.	760.15K	635.56K	+19.6%	$73.09M	0.1%
DFIC Dimensional -…	1.97M	1.96M	+0.3%	$69.92M	0.1%
XLE State Street Energy…	1.09M	1.07M	+2.0%	$66.75M	0.1%
SDVY First Trust SMID Cap…	1.69M	1.43M	+18.2%	$66.61M	0.1%
MSCI MSCI Inc.	117.61K	115.93K	+1.4%	$63.39M	0.1%
DGRO iShares Core Dividend…	926.65K	915.63K	+1.2%	$65.03M	0.1%
PFE Pfizer Inc.	2.31M	2.23M	+3.6%	$64.89M	0.1%
WEC WEC Energy Group, Inc.	553.93K	487.20K	+13.7%	$64.13M	0.1%
RGLD Royal Gold, Inc.	243.66K	143.78K	+69.5%	$62.01M	0.1%
LULU Lululemon Athletica Inc.	384.77K	279.25K	+37.8%	$58.91M	0.1%
MGV Vanguard Morningstar…	383.48K	359.26K	+6.7%	$55.59M	0.1%
MS Morgan Stanley	311.46K	309.65K	+0.6%	$51.26M	0.1%
HON Honeywell International…	239.66K	237.24K	+1.0%	$54.17M	0.1%
MSI Motorola Solutions, Inc.	120.03K	92.25K	+30.1%	$52.09M	0.1%
MUSA Murphy USA Inc.	105.01K	99.88K	+5.1%	$51.87M	0.1%
COP ConocoPhillips	380.67K	372.35K	+2.2%	$50.25M	0.1%
ESGV Vanguard ESG U.S. Stock…	428.72K	413.78K	+3.6%	$48.13M	0.1%
PWR Quanta Services, Inc.	90.23K	80.43K	+12.2%	$49.54M	0.1%
CGUS Capital Group Core…	1.28M	1.20M	+6.7%	$49.22M	0.1%
TSCO Tractor Supply Company	973.14K	971.06K	+0.2%	$44.08M	0.1%
CGCP Capital Group Core Plus…	2.10M	1.55M	+35.4%	$46.81M	0.1%
IDXX IDEXX Laboratories, Inc.	82.53K	50.15K	+64.6%	$46.38M	0.1%
USHY iShares Broad USD High…	1.25M	1.07M	+17.1%	$46.16M	0.1%
REGN Regeneron…	57.59K	49.87K	+15.5%	$44.50M	0.1%
WSO Watsco, Inc.	122.21K	109.61K	+11.5%	$44.46M	0.1%
OXY Occidental Petroleum…	674.38K	394.89K	+70.8%	$43.83M	0.1%
COF Capital One Financial…	212.90K	177.63K	+19.9%	$38.84M	0.1%
SAMT	1.09M	797.41K	+37.0%	$42.91M	0.1%
TMUS T-Mobile US, Inc.	201.67K	179.23K	+12.5%	$42.36M	0.1%

Valor	Acciones	Anterior	Cambio	Valor	Ponderación
GEV GE Vernova Inc.	1.37M	1.59M	-13.6%	$1.20B	1.9%
GE GE Aerospace	3.48M	3.56M	-2.4%	$987.60M	1.5%
PH Parker-Hannifin…	875.35K	964.34K	-9.2%	$783.65M	1.2%
IVV iShares Core S&P 500 ETF	863.83K	943.72K	-8.5%	$564.26M	0.9%
GOOGL Alphabet Inc.	1.94M	1.94M	-0.2%	$557.86M	0.9%
ABBV AbbVie Inc.	1.95M	1.97M	-1.2%	$424.15M	0.7%
SPY State Street SPDR S&P…	622.23K	647.16K	-3.9%	$404.66M	0.6%
MA Mastercard Incorporated	530.61K	535.64K	-0.9%	$265.13M	0.4%
WMT Walmart Inc.	2.29M	2.44M	-6.0%	$284.73M	0.4%
ABT Abbott Laboratories	1.73M	2.00M	-13.1%	$178.02M	0.3%
QQQ Invesco QQQ Trust…	384.15K	397.57K	-3.4%	$221.72M	0.3%
XONA.DE Exxon Mobil Corporation	1.36M	1.38M	-1.7%	$230.06M	0.4%
PG The Procter & Gamble…	1.55M	1.56M	-0.8%	$223.44M	0.3%
CAT Caterpillar Inc.	306.86K	321.50K	-4.5%	$217.40M	0.3%
CSCO Cisco Systems, Inc.	2.69M	2.80M	-4.1%	$208.61M	0.3%
BLK BlackRock, Inc.	163.58K	177.55K	-7.9%	$157.32M	0.2%
DFAC Dimensional - US Core…	4.41M	4.64M	-4.9%	$171.53M	0.3%
ASML ASML Holding N.V.	122.81K	141.16K	-13.0%	$162.22M	0.3%
TSLA Tesla, Inc.	316.80K	336.49K	-5.8%	$117.77M	0.2%
SPGI S&P Global Inc.	180.21K	288.48K	-37.5%	$76.65M	0.1%
IWM iShares Russell 2000 ETF	580.21K	587.24K	-1.2%	$143.89M	0.2%
ADI Analog Devices, Inc.	443.86K	466.91K	-4.9%	$141.21M	0.2%
VIG Vanguard Dividend…	623.60K	640.86K	-2.7%	$134.11M	0.2%
MRK Merck & Co., Inc.	1.16M	1.30M	-10.3%	$139.91M	0.2%
RTX RTX Corporation	719.78K	733.06K	-1.8%	$138.85M	0.2%
SYK Stryker Corporation	381.61K	386.80K	-1.3%	$125.39M	0.2%
TMO Thermo Fisher…	207.00K	227.54K	-9.0%	$101.75M	0.2%
ADP Automatic Data…	473.16K	490.92K	-3.6%	$96.14M	0.1%
IAU iShares Gold Trust	1.35M	1.38M	-2.0%	$118.86M	0.2%
QCOM QUALCOMM Incorporated	662.91K	685.80K	-3.3%	$85.37M	0.1%
LRCX Lam Research Corporation	544.96K	617.81K	-11.8%	$116.44M	0.2%
IBM International Business…	368.62K	391.28K	-5.8%	$89.35M	0.1%
TCAF T. Rowe Price Capital…	2.76M	2.80M	-1.4%	$98.17M	0.2%
SBUX Starbucks Corporation	1.19M	1.24M	-4.5%	$106.52M	0.2%
USB U.S. Bancorp	1.72M	1.98M	-12.8%	$89.62M	0.1%
PCAR PACCAR Inc	912.15K	953.04K	-4.3%	$105.35M	0.2%
MDT Medtronic plc	1.06M	1.09M	-2.6%	$92.27M	0.1%
GLD SPDR Gold Shares	236.22K	255.84K	-7.7%	$101.65M	0.2%
NVO Novo Nordisk A/S	320.80K	1.93M	-83.4%	$11.79M	0.0%
GS The Goldman Sachs…	107.17K	107.41K	-0.2%	$90.66M	0.1%
CRM Salesforce, Inc.	314.33K	350.81K	-10.4%	$58.68M	0.1%
PANW Palo Alto Networks, Inc.	487.29K	502.11K	-3.0%	$78.12M	0.1%
ORCL Oracle Corporation	433.34K	473.94K	-8.6%	$63.75M	0.1%
MU Micron Technology, Inc.	273.01K	296.76K	-8.0%	$92.24M	0.1%
VTEB Vanguard Tax-Exempt…	1.71M	1.76M	-3.0%	$85.20M	0.1%
MPWR Monolithic Power…	74.27K	97.61K	-23.9%	$81.20M	0.1%
IWB iShares Russell 1000 ETF	229.20K	232.23K	-1.3%	$81.72M	0.1%
ACN Accenture plc	214.25K	320.80K	-33.2%	$42.48M	0.1%
AEP American Electric Power…	641.11K	651.79K	-1.6%	$84.04M	0.1%
LHX L3Harris Technologies…	230.05K	235.33K	-2.2%	$79.40M	0.1%
INTU Intuit Inc.	101.99K	118.54K	-14.0%	$44.10M	0.1%
BR Broadridge Financial…	330.56K	351.44K	-5.9%	$53.71M	0.1%
CASY Casey's General Stores…	106.07K	129.66K	-18.2%	$77.20M	0.1%
SHW The Sherwin-Williams…	231.42K	233.28K	-0.8%	$74.18M	0.1%
ISRG Intuitive Surgical, Inc.	125.41K	129.22K	-3.0%	$57.81M	0.1%
AXP American Express Company	158.84K	194.17K	-18.2%	$48.05M	0.1%
PLTR Palantir Technologies…	370.21K	392.16K	-5.6%	$54.15M	0.1%
NOW ServiceNow, Inc.	413.80K	450.44K	-8.1%	$43.26M	0.1%
AMD Advanced Micro Devices…	304.50K	318.61K	-4.4%	$61.94M	0.1%
CB Chubb Limited	204.95K	205.12K	-0.1%	$66.80M	0.1%
COWZ Pacer US Cash Cows 100…	994.46K	1.04M	-4.7%	$62.21M	0.1%
IVE iShares S&P 500 Value…	255.63K	294.48K	-13.2%	$53.98M	0.1%
BIL State Street SPDR…	614.48K	683.31K	-10.1%	$56.31M	0.1%
SCHD Schwab U.S. Dividend…	2.02M	2.12M	-4.5%	$61.95M	0.1%
CDNS Cadence Design Systems…	52.56K	194.74K	-73.0%	$14.61M	0.0%
CEF Sprott Physical Gold…	1.09M	1.28M	-14.9%	$51.97M	0.1%
MRSH Marsh & McLennan…	307.66K	312.89K	-1.7%	$53.36M	0.1%
JEPI JPMorgan Equity Premium…	729.91K	1.01M	-27.7%	$41.37M	0.1%
LMT Lockheed Martin…	92.72K	94.18K	-1.6%	$56.04M	0.1%
CW Curtiss-Wright…	82.04K	85.43K	-4.0%	$55.88M	0.1%
NEM Newmont Corporation	497.02K	546.19K	-9.0%	$53.80M	0.1%
ANET Arista Networks, Inc.	391.67K	409.55K	-4.4%	$48.09M	0.1%
RSP Invesco S&P 500 Equal…	265.60K	279.04K	-4.8%	$50.97M	0.1%
XLRE State Street Real…	1.29M	1.29M	-0.5%	$52.60M	0.1%
LOW Lowe's Companies, Inc.	204.96K	205.19K	-0.1%	$48.43M	0.1%
CGGO Capital Group Global…	1.18M	1.42M	-16.8%	$39.35M	0.1%
BRK-A Berkshire Hathaway Inc.	62	65	-4.6%	$44.52M	0.1%
QUAL iShares MSCI USA…	242.92K	243.32K	-0.2%	$46.59M	0.1%
VRT Vertiv Holdings Co	186.25K	258.79K	-28.0%	$46.67M	0.1%
IWP iShares Russell Mid-Cap…	244.94K	334.95K	-26.9%	$31.38M	0.0%
AMAT Applied Materials, Inc.	134.18K	156.75K	-14.4%	$45.86M	0.1%
GSLC Goldman Sachs…	343.98K	344.38K	-0.1%	$43.04M	0.1%
C Citigroup Inc.	384.53K	390.21K	-1.5%	$43.61M	0.1%
IJJ iShares S&P Mid-Cap 400…	341.36K	344.30K	-0.8%	$45.23M	0.1%
DELL Dell Technologies Inc.	273.87K	294.81K	-7.1%	$44.95M	0.1%
PM Philip Morris…	265.91K	270.15K	-1.6%	$43.97M	0.1%
VEEV Veeva Systems Inc.	147.61K	193.81K	-23.8%	$25.93M	0.0%
ROL Rollins, Inc.	625.98K	718.40K	-12.9%	$33.43M	0.1%
NKE NIKE, Inc.	622.51K	672.73K	-7.5%	$32.88M	0.1%
IUSB iShares Core Universal…	718.51K	914.25K	-21.4%	$33.19M	0.1%
XLK State Street Technology…	265.83K	288.64K	-7.9%	$35.33M	0.1%
AGG iShares Core U.S.…	388.26K	407.79K	-4.8%	$38.54M	0.1%
FVD First Trust Value Line…	830.49K	880.63K	-5.7%	$39.06M	0.1%
WST West Pharmaceutical…	57.29K	146.21K	-60.8%	$14.36M	0.0%
NUE Nucor Corporation	227.67K	246.09K	-7.5%	$38.50M	0.1%
UNH UnitedHealth Group…	105.77K	120.84K	-12.5%	$28.62M	0.0%
MMM 3M Company	190.03K	248.75K	-23.6%	$27.60M	0.0%
AEM Agnico Eagle Mines…	194.24K	209.64K	-7.3%	$39.43M	0.1%
NSC Norfolk Southern…	125.84K	135.17K	-6.9%	$36.12M	0.1%
FITB Fifth Third Bancorp	816.41K	829.03K	-1.5%	$37.93M	0.1%
HLT Hilton Worldwide…	111.72K	134.16K	-16.7%	$33.97M	0.1%
CAVA CAVA Group, Inc.	470.63K	557.29K	-15.6%	$38.07M	0.1%
BE Bloom Energy Corporation	279.29K	325.18K	-14.1%	$37.84M	0.1%
TWLO Twilio Inc.	155.31K	259.91K	-40.2%	$19.54M	0.0%
DVY iShares Select Dividend…	242.90K	256.42K	-5.3%	$36.78M	0.1%
BWXT BWX Technologies, Inc.	49.43K	209.35K	-76.4%	$10.11M	0.0%
SLV iShares Silver Trust	318.47K	555.42K	-42.7%	$21.70M	0.0%
FERG Ferguson plc	136.14K	156.72K	-13.1%	$31.76M	0.1%
AWK American Water Works…	251.02K	252.57K	-0.6%	$34.16M	0.1%
RGEN Repligen Corporation	171.63K	205.60K	-16.5%	$20.22M	0.0%
FNV Franco-Nevada…	135.30K	136.93K	-1.2%	$33.43M	0.1%
HEI HEICO Corporation	87.39K	102.71K	-14.9%	$23.96M	0.0%
XPO XPO Logistics, Inc.	169.03K	217.13K	-22.1%	$32.89M	0.1%
VGT Vanguard Information…	41.65K	43.56K	-4.4%	$29.06M	0.0%
BROS Dutch Bros Inc.	488.64K	535.40K	-8.7%	$24.75M	0.0%
CHDN Churchill Downs…	246.77K	282.25K	-12.6%	$22.17M	0.0%
TKO TKO Group Holdings, Inc.	138.62K	151.33K	-8.4%	$27.95M	0.0%
RMD ResMed Inc.	105.94K	130.31K	-18.7%	$23.78M	0.0%
ILMN Illumina, Inc.	213.52K	232.69K	-8.2%	$26.32M	0.0%
BJ BJ's Wholesale Club…	148.21K	335.58K	-55.8%	$14.59M	0.0%

Valor	Acciones	Anterior	Cambio	Valor	Ponderación
HDB HDFC Bank Limited	—	2.59M	Salida	$94.56M	0.1%
TEAM Atlassian Corporation	—	408.01K	Salida	$66.15M	0.1%
PEN Penumbra, Inc.	—	145.68K	Salida	$45.29M	0.1%
EXAS Exact Sciences…	—	309.27K	Salida	$31.41M	0.0%
ELF e.l.f. Beauty, Inc.	—	352.15K	Salida	$26.78M	0.0%
EPAM EPAM Systems, Inc.	—	127.66K	Salida	$26.16M	0.0%
TREX Trex Company, Inc.	—	354.44K	Salida	$12.43M	0.0%
UAL United Airlines…	—	81.21K	Salida	$9.08M	0.0%
WRBY Warby Parker Inc.	—	364.72K	Salida	$7.95M	0.0%
CADE Cadence Bank	—	172.21K	Salida	$7.38M	0.0%
CYBR CyberArk Software Ltd.	—	10.77K	Salida	$4.80M	0.0%
CRDO Credo Technology Group…	—	28.80K	Salida	$4.14M	0.0%
BXP BXP, Inc.	—	54.42K	Salida	$3.67M	0.0%
EXLS ExlService Holdings…	—	81.10K	Salida	$3.44M	0.0%
SES	—	1.91M	Salida	$3.44M	0.0%
DT Dynatrace, Inc.	—	76.23K	Salida	$3.30M	0.0%
PCH PotlatchDeltic…	—	80.48K	Salida	$3.20M	0.0%
ARRY Array Technologies, Inc.	—	330.77K	Salida	$3.05M	0.0%
MOO	—	41.38K	Salida	$3.01M	0.0%
XSD	—	8.44K	Salida	$2.71M	0.0%
GH Guardant Health, Inc.	—	26.52K	Salida	$2.71M	0.0%
GRAL GRAIL Inc.	—	31.07K	Salida	$2.66M	0.0%
SHLS Shoals Technologies…	—	288.84K	Salida	$2.46M	0.0%
MNDY monday.com Ltd.	—	16.31K	Salida	$2.41M	0.0%
ESTC Elastic N.V.	—	30.74K	Salida	$2.32M	0.0%
RBRK Rubrik, Inc.	—	30.25K	Salida	$2.31M	0.0%
DYN Dyne Therapeutics, Inc.	—	103.33K	Salida	$2.02M	0.0%
INSP Inspire Medical…	—	21.91K	Salida	$2.02M	0.0%
RKT Rocket Companies, Inc.	—	99.45K	Salida	$1.93M	0.0%
TPX Tempur Sealy…	—	20.94K	Salida	$1.87M	0.0%
BRBR BellRing Brands, Inc.	—	67.98K	Salida	$1.82M	0.0%
USAR USA Rare Earth Inc	—	148.35K	Salida	$1.77M	0.0%
VERX Vertex, Inc.	—	87.18K	Salida	$1.74M	0.0%
IDA IDACORP, Inc.	—	13.64K	Salida	$1.73M	0.0%
PHB	—	87.53K	Salida	$1.63M	0.0%
ADMA ADMA Biologics, Inc.	—	87.32K	Salida	$1.59M	0.0%
CHKP Check Point Software…	—	7.18K	Salida	$1.33M	0.0%
ADT ADT Inc.	—	156.12K	Salida	$1.26M	0.0%
TTI TETRA Technologies, Inc.	—	131.82K	Salida	$1.24M	0.0%
IRTC iRhythm Technologies…	—	6.50K	Salida	$1.15M	0.0%
LBRT Liberty Energy Inc.	—	60.71K	Salida	$1.12M	0.0%
AMCR Amcor plc	—	120.77K	Salida	$1.01M	0.0%
RSPD	—	17.57K	Salida	$1.00M	0.0%
CVNA Carvana Co.	—	2.17K	Salida	$916,205	0.0%
CMA Comerica Incorporated	—	9.78K	Salida	$850,262	0.0%
FSCO	—	125.95K	Salida	$793,466	0.0%
AVLV Avantis U.S. Large Cap…	—	8.25K	Salida	$624,951	0.0%
THC Tenet Healthcare…	—	3.04K	Salida	$603,712	0.0%
INVH Invitation Homes Inc.	—	21.61K	Salida	$600,597	0.0%
HOMB Home Bancshares, Inc.	—	21.50K	Salida	$597,270	0.0%
CFLT Confluent, Inc.	—	18.22K	Salida	$550,882	0.0%
SPIB State Street SPDR…	—	16.00K	Salida	$541,028	0.0%
XRT State Street SPDR S&P…	—	6.31K	Salida	$538,009	0.0%
BXMX	—	31.68K	Salida	$465,712	0.0%
BAER	—	228.84K	Salida	$418,786	0.0%
SMCI Super Micro Computer…	—	14.16K	Salida	$414,346	0.0%
CHWY Chewy, Inc.	—	12.38K	Salida	$409,192	0.0%
FLTR.L Flutter Entertainment…	—	1.83K	Salida	$393,953	0.0%
PLOW Douglas Dynamics, Inc.	—	11.95K	Salida	$390,265	0.0%
MZTI The Marzetti Company	—	2.25K	Salida	$370,767	0.0%
SBAC SBA Communications…	—	1.88K	Salida	$364,228	0.0%
IQLT iShares MSCI Intl…	—	7.05K	Salida	$320,286	0.0%
SMG The Scotts Miracle-Gro…	—	5.17K	Salida	$301,494	0.0%
KRC Kilroy Realty…	—	7.87K	Salida	$294,251	0.0%
MKC-V	—	4.31K	Salida	$293,123	0.0%
PEGA Pegasystems Inc.	—	4.55K	Salida	$272,024	0.0%
HL Hecla Mining Company	—	14.11K	Salida	$270,771	0.0%
CCCS CCC Intelligent…	—	33.93K	Salida	$269,736	0.0%
RTO Rentokil Initial plc	—	8.60K	Salida	$253,356	0.0%
ICVT iShares Convertible…	—	2.57K	Salida	$253,047	0.0%
ESNT Essent Group Ltd.	—	3.88K	Salida	$252,434	0.0%
INOD Innodata Inc.	—	4.90K	Salida	$249,808	0.0%
ETX	—	12.60K	Salida	$235,620	0.0%
HCKT The Hackett Group, Inc.	—	11.42K	Salida	$224,253	0.0%
SPXL Direxion Daily S&P 500…	—	1.01K	Salida	$222,154	0.0%
DVAX Dynavax Technologies…	—	14.13K	Salida	$217,304	0.0%
PSN Parsons Corporation	—	3.48K	Salida	$215,312	0.0%
CPNG Coupang, Inc.	—	9.11K	Salida	$214,928	0.0%
TSLX	—	9.88K	Salida	$214,702	0.0%
CG The Carlyle Group Inc.	—	3.61K	Salida	$213,151	0.0%
MTN Vail Resorts, Inc.	—	1.59K	Salida	$211,683	0.0%
SPAB State Street SPDR…	—	8.22K	Salida	$211,588	0.0%
RBLX Roblox Corporation	—	2.58K	Salida	$209,382	0.0%
UTZ Utz Brands, Inc.	—	20.01K	Salida	$207,704	0.0%
CDRE Cadre Holdings, Inc.	—	5.08K	Salida	$207,467	0.0%
TECB	—	3.36K	Salida	$204,374	0.0%
OWL Blue Owl Capital Inc.	—	13.71K	Salida	$170,440	0.0%
DIAX	—	10.93K	Salida	$166,792	0.0%
BYND Beyond Meat, Inc.	—	200.03K	Salida	$164,020	0.0%
PRGO Perrigo Company plc	—	11.52K	Salida	$160,331	0.0%
FUBO fuboTV Inc.	—	62.94K	Salida	$158,604	0.0%
LIDR	—	72.44K	Salida	$133,280	0.0%
NGD New Gold Inc.	—	15.00K	Salida	$130,650	0.0%
MBLY Mobileye Global Inc.	—	11.70K	Salida	$122,148	0.0%
ASPN Aspen Aerogels, Inc.	—	11.34K	Salida	$32,104	0.0%
UP	—	15.03K	Salida	$9,864	0.0%

Antigüedad de la posición

1370–1 trimestres

16292–4 trimestres

Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.

Gestores similares

Gestor	Posiciones comunes	Superposición de nombres	Similitud ponderada
Blair William & Co/Il	1173	45.2%	0.7523	Comparar ⇄
Corient Private Wealth LP	1465	44.4%	0.7129	Comparar ⇄
Rockefeller Capital Management L.P.	1767	38.5%	0.6996	Comparar ⇄
Stifel Financial Corp	1720	47.0%	0.6956	Comparar ⇄
HighTower Advisors, LLC	1662	45.0%	0.6824	Comparar ⇄
Neuberger Berman Group LLC	1187	40.6%	0.6794	Comparar ⇄
CIBC Bancorp USA Inc.	1137	44.9%	0.6735	Comparar ⇄
Fifth Third Bancorp	1741	41.2%	0.6724	Comparar ⇄

Similitud basada únicamente en posiciones largas declaradas — las coberturas y los activos no sujetos a 13F no son visibles. Metodología

Historial de declaraciones

Aug 12 2026 13F-HR · período Q2 2026

$72.73B · 3,416 posiciones · Ver presentación original ante la SEC ↗

May 14 2026 13F-HR · período Q1 2026

$64.01B · 3,212 posiciones · Ver presentación original ante la SEC ↗

Feb 13 2026 13F-HR · período Q4 2025

$64.15B · 3,138 posiciones · Ver presentación original ante la SEC ↗

Nov 13 2025 13F-HR · período Q3 2025

$62.18B · 3,144 posiciones · Ver presentación original ante la SEC ↗

Aug 13 2025 13F-HR · período Q2 2025

$57.03B · 3,057 posiciones · Ver presentación original ante la SEC ↗

Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits. Período de reporte: Q1 2026 · última presentación Aug 12, 2026 · Metodología de cambios

☆ Baird Financial Group, Inc.

Baird Financial Group, Inc.