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Baird Financial Group, Inc.

Milwaukee, WI · CIK 1648711 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$72.73BValore 13F dichiarato
3,416Posizioni
25.4%Peso top-10
89.30Partecipazioni effettive
2.6%Turnover est.
+168Nuovo
−66Uscite

Il valore del portafoglio 13F dichiarato comprende solo le posizioni lunghe statunitensi soggette a obbligo di dichiarazione — esclusi liquidità, obbligazioni, posizioni corte e partecipazioni non statunitensi. Non corrisponde agli asset in gestione.

Valore dichiarato per trimestre Q4 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 43.0% (+0.1pp)
Tecnologia 17.7% (+1.5pp)
Industria 12.5% (+0.6pp)
Beni di consumo ciclici 7.4% (-0.5pp)
Servizi di comunicazione 7.1% (-0.4pp)
Sanità 5.8% (-0.4pp)
Beni di consumo difensivi 2.5% (-0.3pp)
Energia 1.4% (-0.5pp)
Materiali di base 1.2% (-0.1pp)
Utility 0.9% (-0.2pp)
Immobiliare 0.4% (-0.1pp)

Quota del valore comune dichiarato; (±pp) rispetto al trimestre precedente.

Il portafoglio · Q2 2026
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 JPM JPMorgan Chase & Co. 3.1% $1.56B 4.77M +1.8% ▲ Add 3+
2 AAPL Apple Inc. 4.0% $1.50B 5.20M +1.6% ▲ Add 3+
3 IWD iShares Russell 1000 Value… 2.1% $1.50B 6.18M +2.8% ▲ Add 3+
4 AAPL Apple Inc. 4.0% $1.44B 4.97M +1.6% ▲ Add 3+
5 IWF iShares Russell 1000 Growth… 2.0% $1.43B 11.54M +3.2% ▲ Add 3+
6 GOOG Alphabet Inc. 3.0% $1.43B 4.04M -7.2% ▼ Trim 3+
7 GEV GE Vernova Inc. 2.3% $1.40B 1.20M +2.2% ▲ Add 3+
8 MSFT Microsoft Corporation 3.0% $1.17B 3.14M +0.9% ▲ Add 3+
9 GE GE Aerospace 1.9% $1.14B 3.06M +3.6% ▲ Add 3+
10 IWR iShares Russell Mid-Cap ETF 1.6% $1.14B 10.30M +18.9% ▲ Add 3+
11 VEA Vanguard FTSE Developed… 2.2% $1.10B 15.39M +4.5% ▲ Add 3+
12 MSFT Microsoft Corporation 3.0% $1.01B 2.70M +0.9% ▲ Add 3+
13 BRK-B Berkshire Hathaway Inc. 1.9% $930.36M 1.86M +3.1% ▲ Add 3+
14 NVDA NVIDIA Corporation 1.4% $921.95M 4.61M +2.9% ▲ Add 3+
15 PGR The Progressive Corporation 1.3% $914.88M 4.19M +6.5% ▲ Add 3+
16 JNJ Johnson & Johnson 1.7% $828.17M 3.26M +6.1% ▲ Add 3+
17 PH Parker-Hannifin Corporation 1.2% $788.35M 805.98K +2.1% ▲ Add 3+
18 GOOG Alphabet Inc. 3.0% $787.76M 2.23M -7.2% ▼ Trim 3+
19 HD The Home Depot, Inc. 1.4% $768.39M 2.18M +1.3% ▲ Add 3+
20 SCHW The Charles Schwab… 1.1% $758.70M 8.22M +3.3% ▲ Add 3+
21 AVGO Broadcom Inc. 1.0% $746.84M 1.98M +4.5% ▲ Add 3+
22 AMZN Amazon.com, Inc. 1.9% $700.71M 2.94M +4.5% ▲ Add 3+
23 JPM JPMorgan Chase & Co. 3.1% $667.41M 2.04M +1.8% ▲ Add 3+
24 VOO Vanguard S&P 500 ETF 0.9% $650.08M 946.52K +1.2% ▲ Add 3+
25 AMZN Amazon.com, Inc. 1.9% $640.84M 2.69M +4.5% ▲ Add 3+
26 META Meta Platforms, Inc. 1.3% $625.57M 1.11M +2.0% ▲ Add 3+
27 VGSH Vanguard Short-Term… 0.9% $612.30M 10.52M +9.7% ▲ Add 3+
28 GOOGL Alphabet Inc. 1.0% $605.94M 1.70M -0.2% ▼ Trim 3+
29 TEL TE Connectivity plc 0.9% $601.09M 2.98M +3.5% ▲ Add 3+
30 UBER Uber Technologies, Inc. 0.9% $591.80M 8.20M +64.4% ▲ Add 3+
31 TJX The TJX Companies, Inc. 0.9% $588.44M 3.88M +2.8% ▲ Add 3+
32 ORLY O'Reilly Automotive, Inc. 0.9% $566.49M 6.15M +2.4% ▲ Add 3+
33 VCIT Vanguard Intermediate-Term… 0.8% $553.02M 6.69M +10.4% ▲ Add 3+
34 IVV iShares Core S&P 500 ETF 0.9% $545.29M 728.13K +2.1% ▲ Add 3+
35 COST Costco Wholesale Corporation 0.8% $527.42M 563.81K +1.1% ▲ Add 3+
36 IJR iShares Core S&P Small-Cap… 1.3% $521.18M 3.51M +2.2% ▲ Add 3+
37 IEFA iShares Core MSCI EAFE ETF 0.9% $503.67M 5.22M +4.3% ▲ Add 3+
38 VEA Vanguard FTSE Developed… 2.2% $503.55M 7.07M +4.5% ▲ Add 3+
39 FAST Fastenal Company 1.0% $490.27M 10.21M +1.2% ▲ Add 3+
40 BIV Vanguard Intermediate-Term… 0.7% $473.54M 6.17M +10.4% ▲ Add 3+
41 IJR iShares Core S&P Small-Cap… 1.3% $458.26M 3.09M +2.2% ▲ Add 3+
42 TSM Taiwan Semiconductor… 0.6% $449.00M 940.18K +1.2% ▲ Add 3+
43 BRK-B Berkshire Hathaway Inc. 1.9% $445.97M 891.25K +3.1% ▲ Add 3+
44 WFC Wells Fargo & Company 0.7% $439.72M 5.32M +2.9% ▲ Add 3+
45 SPY State Street SPDR S&P 500… 0.6% $439.18M 588.11K +0.1% ▲ Add 3+
46 DIS The Walt Disney Company 0.7% $438.86M 4.56M +2.7% ▲ Add 3+
47 VWO Vanguard FTSE Emerging… 0.6% $413.41M 6.93M +7.0% ▲ Add 3+
48 ABBV AbbVie Inc. 0.7% $408.32M 1.62M +4.7% ▲ Add 3+
49 UNP Union Pacific Corporation 0.8% $375.10M 1.38M +3.0% ▲ Add 3+
50 JNJ Johnson & Johnson 1.7% $370.78M 1.46M +6.1% ▲ Add 3+
51 V Visa Inc. 0.5% $359.01M 1.05M +4.0% ▲ Add 3+
52 EXPD Expeditors International of… 0.5% $351.46M 2.16M +2.6% ▲ Add 3+
53 VUG Vanguard Morningstar Growth… 0.5% $345.36M 4.01M +4.8% ▲ Add 3+
54 OMC Omnicom Group Inc. 0.5% $341.42M 4.69M +3.0% ▲ Add 3+
55 VTI Vanguard Morningstar Total… 0.5% $340.77M 920.91K +5.6% ▲ Add 3+
56 META Meta Platforms, Inc. 1.3% $332.72M 590.67K +2.0% ▲ Add 3+
57 VEU Vanguard FTSE All-World… 0.5% $323.18M 3.86M +9.6% ▲ Add 3+
58 VTV Vanguard Morningstar Value… 0.5% $322.93M 1.48M -0.5% ▼ Trim 3+
59 DHR Danaher Corporation 0.6% $317.29M 1.67M -1.1% ▼ Trim 3+
60 LLY Eli Lilly and Company 0.5% $304.10M 253.53K +7.2% ▲ Add 3+
61 BAC Bank of America Corporation 0.5% $297.06M 5.21M +2.1% ▲ Add 3+
62 CAT Caterpillar Inc. 0.4% $294.40M 276.46K -2.1% ▼ Trim 3+
63 QQQ Invesco QQQ Trust, Series 1 0.4% $274.61M 372.90K +2.5% ▲ Add 3+
64 HD The Home Depot, Inc. 1.4% $273.35M 775.07K +1.3% ▲ Add 3+
65 MA Mastercard Incorporated 0.4% $268.61M 523.00K -0.4% ▼ Trim 3+
66 IJH iShares Core S&P Mid-Cap ETF 0.4% $262.35M 3.40M -0.6% ▼ Trim 3+
67 FAST Fastenal Company 1.0% $257.13M 5.35M +1.2% ▲ Add 3+
68 CVX Chevron Corporation 0.4% $253.21M 1.53M +3.0% ▲ Add 3+
69 APH Amphenol Corporation 0.4% $253.15M 1.44M +21.9% ▲ Add 3+
70 IEF iShares 7-10 Year Treasury… 0.3% $252.00M 2.66M -2.1% ▼ Trim 3+
71 CSCO Cisco Systems, Inc. 0.4% $248.76M 2.12M -1.7% ▼ Trim 3+
72 ASML ASML Holding N.V. 0.3% $248.03M 124.67K +3.0% ▲ Add 3+
73 MU Micron Technology, Inc. 0.3% $245.38M 212.58K -19.9% ▼ Trim 3+
74 GEV GE Vernova Inc. 2.3% $242.64M 206.53K +2.2% ▲ Add 3+
75 LRCX Lam Research Corporation 0.3% $225.81M 521.09K -1.7% ▼ Trim 3+
76 WMT Walmart Inc. 0.3% $213.48M 1.88M -4.5% ▼ Trim 3+
77 UNP Union Pacific Corporation 0.8% $206.53M 759.29K +3.0% ▲ Add 3+
78 GE GE Aerospace 1.9% $204.36M 546.81K +3.6% ▲ Add 3+
79 EFV iShares MSCI EAFE Value ETF 0.3% $202.93M 2.65M -1.7% ▼ Trim 3+
80 SPSB State Street SPDR Portfolio… 0.3% $199.78M 6.66M +11.1% ▲ Add 3+
81 DFAC Dimensional - US Core… 0.3% $198.13M 4.47M +1.2% ▲ Add 3+
82 ETN Eaton Corporation plc 0.3% $196.53M 461.22K +0.1% ▲ Add 3+
83 VB Vanguard Morningstar… 0.4% $190.12M 627.21K +4.2% ▲ Add 3+
84 VO Vanguard Morningstar… 0.3% $189.96M 2.36M -0.3% ▼ Trim 3+
85 PG The Procter & Gamble Company 0.3% $182.80M 1.25M -0.5% ▼ Trim 3+
86 ADI Analog Devices, Inc. 0.2% $172.84M 435.19K -0.8% ▼ Trim 3+
87 KMX CarMax, Inc. 0.2% $167.24M 3.16M +4.5% ▲ Add 3+
88 XONA.DE Exxon Mobil Corporation 0.2% $155.20M 1.14M -2.4% ▼ Trim 3+
89 PANW Palo Alto Networks, Inc. 0.2% $153.33M 449.63K -3.2% ▼ Trim 3+
90 VYM Vanguard High Dividend… 0.2% $151.03M 955.72K +1.0% ▲ Add 3+
91 IWM iShares Russell 2000 ETF 0.2% $147.65M 491.43K -2.2% ▼ Trim 3+
92 VIG Vanguard Dividend… 0.2% $145.27M 613.96K +2.1% ▲ Add 3+
93 MCD McDonald's Corporation 0.2% $140.79M 520.86K -2.3% ▼ Trim 3+
94 IEMG iShares Core MSCI Emerging… 0.3% $139.36M 1.68M -3.8% ▼ Trim 3+
95 WCN Waste Connections, Inc. 0.2% $134.10M 804.47K +5.9% ▲ Add 3+
96 AMD Advanced Micro Devices, Inc. 0.2% $133.02M 228.99K -21.2% ▼ Trim 3+
97 TSLA Tesla, Inc. 0.2% $132.72M 315.55K +1.8% ▲ Add 3+
98 BLK BlackRock, Inc. 0.2% $131.89M 137.16K -4.1% ▼ Trim 3+
99 TXN Texas Instruments… 0.2% $126.39M 424.01K +1.9% ▲ Add 3+
100 RTX RTX Corporation 0.2% $125.55M 661.75K -3.2% ▼ Trim 3+
101 BEPC Brookfield Renewable… 0.2% $123.79M 3.33M +11.4% ▲ Add 3+
102 SBUX Starbucks Corporation 0.2% $122.65M 1.20M +2.5% ▲ Add 3+
103 IEFA iShares Core MSCI EAFE ETF 0.9% $118.54M 1.23M +4.3% ▲ Add 3+
104 ABT Abbott Laboratories 0.2% $116.82M 1.29M -16.4% ▼ Trim 3+
105 SYK Stryker Corporation 0.2% $115.76M 367.69K -1.4% ▼ Trim 3+
106 IVV iShares Core S&P 500 ETF 0.9% $114.97M 153.52K +2.1% ▲ Add 3+
107 AMGN Amgen Inc. 0.2% $110.57M 305.34K +1.6% ▲ Add 3+
108 VZ Verizon Communications Inc. 0.2% $109.01M 2.57M +6.0% ▲ Add 3+
109 PEP PepsiCo, Inc. 0.2% $108.11M 798.46K -0.9% ▼ Trim 3+
110 MRK Merck & Co., Inc. 0.2% $107.86M 839.38K -8.5% ▼ Trim 3+
111 CP Canadian Pacific Kansas… 0.1% $107.46M 1.24M -5.2% ▼ Trim 3+
112 PCAR PACCAR Inc 0.1% $107.07M 891.33K -2.3% ▼ Trim 3+
113 LIN Linde plc 0.2% $106.44M 205.11K +17.0% ▲ Add 3+
114 GS The Goldman Sachs Group… 0.2% $106.03M 104.84K +2.9% ▲ Add 3+
115 ONC BeOne Medicines AG 0.1% $105.13M 368.93K +5.5% ▲ Add 3+
116 IVW iShares S&P 500 Growth ETF 0.1% $104.69M 761.23K -11.4% ▼ Trim 3+
117 CGDV Capital Group Dividend… 0.1% $103.36M 2.10M +8.1% ▲ Add 3+
118 CGGR Capital Group Growth ETF 0.1% $102.87M 2.18M +9.4% ▲ Add 3+
119 BAC Bank of America Corporation 0.5% $100.32M 1.76M +2.1% ▲ Add 3+
120 DELL Dell Technologies Inc. 0.1% $98.92M 229.27K -14.8% ▼ Trim 3+
121 IAU iShares Gold Trust 0.1% $95.88M 1.27M -5.1% ▼ Trim 3+
122 MPWR Monolithic Power Systems… 0.2% $94.55M 68.39K +10.3% ▲ Add 3+
123 TCAF T. Rowe Price Capital… 0.1% $94.36M 2.30M -16.6% ▼ Trim 3+
124 ECL Ecolab Inc. 0.2% $94.23M 338.20K +18.8% ▲ Add 3+
125 IWB iShares Russell 1000 ETF 0.1% $92.23M 225.23K -0.8% ▼ Trim 3+
126 ADP Automatic Data Processing… 0.1% $92.10M 411.27K -2.2% ▼ Trim 3+
127 RDVY First Trust Rising Dividend… 0.1% $91.64M 1.13M +0.8% ▲ Add 3+
128 IBM International Business… 0.1% $91.49M 325.33K -3.8% ▼ Trim 3+
129 DE Deere & Company 0.1% $91.33M 143.98K -0.2% ▼ Trim 3+
130 AMAT Applied Materials, Inc. 0.1% $90.65M 125.38K -1.3% ▼ Trim 3+
131 GLD SPDR Gold Shares 0.1% $90.43M 245.48K +5.9% ▲ Add 3+
132 TJX The TJX Companies, Inc. 0.9% $90.27M 595.85K +2.8% ▲ Add 3+
133 EFA iShares MSCI EAFE ETF 0.2% $88.63M 853.24K -1.1% ▼ Trim 3+
134 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $86.85M 1.72M +1.4% ▲ Add 3+
135 BEKE KE Holdings Inc. 0.1% $86.34M 5.94M +5.8% ▲ Add 3+
136 PH Parker-Hannifin Corporation 1.2% $85.50M 87.41K +2.1% ▲ Add 3+
137 NVDA NVIDIA Corporation 1.4% $85.26M 426.11K +2.9% ▲ Add 3+
138 SE Sea Limited 0.1% $84.24M 879.01K +6.2% ▲ Add 3+
139 AEP American Electric Power… 0.1% $83.44M 609.91K -2.5% ▼ Trim 3+
140 DHR Danaher Corporation 0.6% $83.19M 436.74K -1.1% ▼ Trim 3+
141 ABBV AbbVie Inc. 0.7% $82.81M 329.06K +4.7% ▲ Add 3+
142 MDT Medtronic plc 0.1% $82.75M 1.06M -0.2% ▼ Trim 3+
143 KO The Coca-Cola Company 0.2% $82.63M 1.02M +7.5% ▲ Add 3+
144 TMO Thermo Fisher Scientific… 0.1% $81.97M 163.50K -18.9% ▼ Trim 3+
145 BA The Boeing Company 0.1% $81.26M 375.37K +3.8% ▲ Add 3+
146 EOG EOG Resources, Inc. 0.1% $80.16M 617.90K +1.0% ▲ Add 3+
147 EMR Emerson Electric Co. 0.1% $80.03M 559.07K +0.3% ▲ Add 3+
148 VCSH Vanguard Short-Term… 0.1% $80.02M 1.01M +7.5% ▲ Add 3+
149 USB U.S. Bancorp 0.1% $79.37M 1.31M -1.3% ▼ Trim 3+
150 ORLY O'Reilly Automotive, Inc. 0.9% $78.48M 852.20K +2.4% ▲ Add 3+
151 NFLX Netflix, Inc. 0.1% $77.54M 1.09M +44.2% ▲ Add 3+
152 CASY Casey's General Stores, Inc. 0.1% $77.05M 96.94K -7.9% ▼ Trim 3+
153 SDVY First Trust SMID Cap Rising… 0.1% $75.86M 1.76M +4.2% ▲ Add 3+
154 QCOM QUALCOMM Incorporated 0.1% $75.25M 407.24K -32.0% ▼ Trim 3+
155 DUK Duke Energy Corporation 0.1% $75.07M 593.05K +6.7% ▲ Add 3+
156 RYAAY Ryanair Holdings plc 0.1% $74.98M 1.16M -3.3% ▼ Trim 3+
157 BABA Alibaba Group Holding… 0.1% $72.43M 754.67K +6.7% ▲ Add 3+
158 SAMT ADVISORS INNER CIRCLE FD III 0.1% $71.62M 1.50M +55.5% ▲ Add 3+
159 DFIC Dimensional - International… 0.1% $71.12M 1.91M -3.0% ▼ Trim 3+
160 NEE NextEra Energy, Inc. 0.1% $69.85M 795.86K +3.0% ▲ Add 3+
161 DGRO iShares Core Dividend… 0.1% $69.84M 921.44K +0.4% ▲ Add 3+
162 WFC Wells Fargo & Company 0.7% $69.00M 834.97K +2.9% ▲ Add 3+
163 BE Bloom Energy Corporation 0.1% $68.85M 227.45K -18.6% ▼ Trim 3+
164 PNC The PNC Financial Services… 0.1% $68.42M 277.87K -5.2% ▼ Trim 3+
165 SPGI S&P Global Inc. 0.1% $68.08M 167.16K -1.1% ▼ Trim 3+
166 ORCL Oracle Corporation 0.1% $67.56M 461.02K +17.7% ▲ Add 3+
167 GOOGL Alphabet Inc. 1.0% $67.54M 189.00K -0.2% ▼ Trim 3+
168 CB Chubb Limited 0.1% $67.46M 197.98K -1.1% ▼ Trim 3+
169 PAYX Paychex, Inc. 0.1% $67.44M 685.83K +0.7% ▲ Add 3+
170 BIL State Street SPDR Bloomberg… 0.1% $66.68M 727.58K +18.4% ▲ Add 3+
171 EFA iShares MSCI EAFE ETF 0.2% $66.65M 641.61K -1.1% ▼ Trim 3+
172 VB Vanguard Morningstar… 0.4% $65.89M 217.38K +4.2% ▲ Add 3+
173 SCHD Schwab U.S. Dividend Equity… 0.1% $65.84M 2.08M +3.0% ▲ Add 3+
174 RSP Invesco S&P 500 Equal… 0.1% $65.16M 306.24K +15.8% ▲ Add 3+
175 MS Morgan Stanley 0.1% $65.03M 311.10K +5.0% ▲ Add 3+
176 ANET Arista Networks, Inc. 0.1% $64.97M 382.45K -0.5% ▼ Trim 3+
177 UBER Uber Technologies, Inc. 0.9% $64.81M 898.10K +64.4% ▲ Add 3+
178 WEC WEC Energy Group, Inc. 0.1% $64.74M 554.43K +1.4% ▲ Add 3+
179 ITW Illinois Tool Works Inc. 0.1% $64.50M 238.49K -5.0% ▼ Trim 3+
180 LHX L3Harris Technologies, Inc. 0.1% $64.07M 220.48K -2.7% ▼ Trim 3+
181 ICE Intercontinental Exchange… 0.1% $63.68M 517.28K -0.9% ▼ Trim 3+
182 MGV Vanguard Morningstar Mega… 0.1% $63.29M 387.22K +1.0% ▲ Add 3+
183 WM Waste Management, Inc. 0.1% $62.77M 281.65K -16.5% ▼ Trim 3+
184 IVE iShares S&P 500 Value ETF 0.1% $61.77M 272.06K +7.3% ▲ Add 3+
185 CSCO Cisco Systems, Inc. 0.4% $61.66M 524.98K -1.7% ▼ Trim 3+
186 MSCI MSCI Inc. 0.1% $60.90M 108.74K -7.1% ▼ Trim 3+
187 CGGO Capital Group Global Growth… 0.1% $60.72M 1.43M +22.0% ▲ Add 3+
188 COWZ Pacer US Cash Cows 100 ETF 0.1% $59.59M 958.08K -3.7% ▼ Trim 3+
189 CGUS Capital Group Core Equity… 0.1% $59.45M 1.34M +4.9% ▲ Add 3+
190 ESGV Vanguard ESG U.S. Stock ETF 0.1% $58.51M 442.42K +3.2% ▲ Add 3+
191 PLTR Palantir Technologies Inc. 0.1% $56.90M 487.66K +37.7% ▲ Add 3+
192 XLRE State Street Real Estate… 0.1% $56.41M 1.28M -0.5% ▼ Trim 3+
193 POWL Powell Industries, Inc. 0.1% $56.31M 196.65K +3.3% ▲ Add 3+
194 XLE State Street Energy Select… 0.1% $56.15M 1.06M -2.3% ▼ Trim 3+
195 VCIT Vanguard Intermediate-Term… 0.8% $55.22M 668.08K +10.4% ▲ Add 3+
196 IEMG iShares Core MSCI Emerging… 0.3% $54.53M 658.23K -3.8% ▼ Trim 3+
197 CGCP Capital Group Core Plus… 0.1% $53.66M 2.41M +15.3% ▲ Add 3+
198 DIS The Walt Disney Company 0.7% $53.18M 552.52K +2.7% ▲ Add 3+
199 AGG iShares Core U.S. Aggregate… 0.1% $53.08M 536.23K +45.0% ▲ Add 3+
200 EMXC iShares MSCI Emerging… 0.1% $52.97M 517.76K +2.0% ▲ Add 3+
201 C Citigroup Inc. 0.1% $52.48M 374.98K -0.1% ▼ Trim 3+
202 TEL TE Connectivity plc 0.9% $51.70M 256.45K +3.5% ▲ Add 3+
203 CME CME Group Inc. 0.1% $51.33M 232.45K -16.1% ▼ Trim 3+
204 USHY iShares Broad USD High… 0.1% $50.70M 1.37M +9.3% ▲ Add 3+
205 MSI Motorola Solutions, Inc. 0.1% $50.33M 121.20K +2.1% ▲ Add 3+
206 JAAA Janus Henderson AAA CLO ETF 0.1% $49.93M 988.85K +31.3% ▲ Add 3+
207 VRT Vertiv Holdings Co 0.1% $49.61M 148.16K -18.5% ▼ Trim 3+
208 MRSH Marsh & McLennan Companies… 0.1% $49.54M 297.22K -1.6% ▼ Trim 3+
209 NOW ServiceNow, Inc. 0.1% $49.39M 497.53K +20.9% ▲ Add 3+
210 ISRG Intuitive Surgical, Inc. 0.1% $49.01M 123.25K -0.9% ▼ Trim 3+
211 URI United Rentals, Inc. 0.1% $48.74M 43.02K +7.8% ▲ Add 3+
212 AXP American Express Company 0.1% $48.70M 143.96K -2.3% ▼ Trim 3+
213 COF Capital One Financial… 0.1% $48.62M 242.36K +17.0% ▲ Add 3+
214 PGR The Progressive Corporation 1.3% $48.54M 222.22K +6.5% ▲ Add 3+
215 NUE Nucor Corporation 0.1% $48.13M 216.08K +0.1% ▲ Add 3+
216 GSLC Goldman Sachs ActiveBeta… 0.1% $48.02M 338.46K -0.8% ▼ Trim 3+
217 IJJ iShares S&P Mid-Cap 400… 0.1% $48.00M 324.94K -2.0% ▼ Trim 3+
218 XLK State Street Technology… 0.1% $47.82M 250.99K +1.4% ▲ Add 3+
219 LULU Lululemon Athletica Inc. 0.1% $47.10M 412.50K +7.4% ▲ Add 3+
220 QUAL iShares MSCI USA Quality… 0.1% $47.09M 214.61K -4.9% ▼ Trim 3+
221 WSO Watsco, Inc. 0.1% $46.95M 112.66K -7.6% ▼ Trim 3+
222 PFE Pfizer Inc. 0.1% $46.83M 1.94M +0.1% ▲ Add 3+
223 SCHW The Charles Schwab… 1.1% $46.11M 499.75K +3.3% ▲ Add 3+
224 XT iShares Future Exponential… 0.1% $46.07M 557.56K -0.2% ▼ Trim 3+
225 SHW The Sherwin-Williams Company 0.1% $43.99M 127.76K -28.8% ▼ Trim 3+
226 RGLD Royal Gold, Inc. 0.1% $43.56M 218.22K -0.7% ▼ Trim 3+
227 STLD Steel Dynamics, Inc. 0.1% $42.89M 186.93K +9.9% ▲ Add 3+
228 PG The Procter & Gamble Company 0.3% $42.82M 292.00K -0.5% ▼ Trim 3+
229 FVD First Trust Value Line… 0.1% $42.72M 886.74K +7.1% ▲ Add 3+
230 CRM Salesforce, Inc. 0.1% $42.66M 272.32K -13.0% ▼ Trim 3+
231 DFAI Dimensional - International… 0.1% $42.63M 1.03M +6.5% ▲ Add 3+
232 LMT Lockheed Martin Corporation 0.1% $42.46M 83.33K -1.3% ▼ Trim 3+
233 JEPQ JPMorgan Nasdaq Equity… 0.1% $42.29M 688.05K +0.1% ▲ Add 3+
234 SCHR Schwab Intermediate-Term… 0.1% $42.28M 1.71M +18.6% ▲ Add 3+
235 PM Philip Morris International… 0.1% $42.26M 233.62K +7.1% ▲ Add 3+
236 XLV State Street Health Care… 0.1% $41.77M 263.29K +11.3% ▲ Add 3+
237 KLAC KLA Corporation 0.1% $41.65M 138.03K +8.8% ▲ Add 3+
238 ICOW Pacer Developed Markets… 0.1% $41.50M 996.88K +0.8% ▲ Add 3+
239 MBB iShares MBS ETF 0.1% $41.50M 439.04K +12.6% ▲ Add 3+
240 SDY State Street SPDR S&P… 0.1% $41.45M 272.35K +6.9% ▲ Add 3+
241 BR Broadridge Financial… 0.1% $41.32M 301.74K -8.6% ▼ Trim 3+
242 GLW Corning Inc 0.1% $41.32M 161.75K +96.6% ▲ Add 3+
243 NOBL ProShares - S&P 500… 0.1% $40.50M 721.10K +0.5% ▲ Add 3+
244 APD Air Products and Chemicals… 0.1% $40.31M 137.50K +39.2% ▲ Add 3+
245 UPS United Parcel Service, Inc. 0.1% $40.02M 372.23K +4.9% ▲ Add 3+
246 FITB Fifth Third Bancorp 0.1% $39.98M 709.21K +1.3% ▲ Add 3+
247 SMH VanEck Semiconductor ETF 0.1% $39.90M 60.84K +29.0% ▲ Add 3+
248 LOW Lowe's Companies, Inc. 0.1% $39.83M 180.65K -6.1% ▼ Trim 3+
249 VGT Vanguard Information… 0.1% $39.44M 329.98K +1.8% ▲ Add 3+
250 IWR iShares Russell Mid-Cap ETF 1.6% $39.33M 356.54K +18.9% ▲ Add 3+
251 IDXX IDEXX Laboratories, Inc. 0.1% $39.27M 74.59K -7.9% ▼ Trim 3+
252 VNQ Vanguard Real Estate ETF 0.1% $38.93M 403.74K +1.4% ▲ Add 3+
253 TMUS T-Mobile US, Inc. 0.1% $38.93M 232.10K +15.7% ▲ Add 3+
254 EXPE Expedia Group, Inc. 0.1% $38.86M 151.86K +12.9% ▲ Add 3+
255 DFAU Dimensional - US Core… 0.1% $38.65M 747.81K +16.1% ▲ Add 3+
256 XYL Xylem Inc. 0.1% $38.39M 324.73K +2.2% ▲ Add 3+
257 VBR Vanguard Morningstar… 0.1% $38.34M 157.80K +5.9% ▲ Add 3+
258 LLY Eli Lilly and Company 0.5% $38.34M 31.96K +7.2% ▲ Add 3+
259 COP ConocoPhillips 0.1% $38.33M 368.71K -0.2% ▼ Trim 3+
260 JEPI JPMorgan Equity Premium… 0.1% $38.11M 674.69K -7.2% ▼ Trim 3+
261 PWR Quanta Services, Inc. 0.1% $37.92M 52.66K -41.4% ▼ Trim 3+
262 UNH UnitedHealth Group… 0.1% $37.88M 91.14K +41.6% ▲ Add 3+
263 BSV Vanguard Short-Term Bond ETF 0.1% $37.70M 483.92K +6.0% ▲ Add 3+
264 MUB iShares National Muni Bond… 0.1% $37.62M 349.54K +7.6% ▲ Add 3+
265 CW Curtiss-Wright Corporation 0.1% $37.61M 49.63K -37.7% ▼ Trim 3+
266 BROS Dutch Bros Inc. 0.1% $37.54M 522.75K +7.3% ▲ Add 3+
267 DVY iShares Select Dividend ETF 0.1% $37.43M 239.46K -0.2% ▼ Trim 3+
268 COST Costco Wholesale Corporation 0.8% $37.35M 39.93K +1.1% ▲ Add 3+
269 NEM Newmont Corporation 0.1% $37.28M 399.14K -19.3% ▼ Trim 3+
270 VRSK Verisk Analytics, Inc. 0.1% $37.25M 207.47K -6.0% ▼ Trim 3+
271 FBND Fidelity Total Bond ETF 0.1% $37.14M 816.47K +10.2% ▲ Add 3+
272 IDCC InterDigital, Inc. 0.1% $36.88M 130.27K -1.5% ▼ Trim 3+
273 RDVI FT Vest Rising Dividend… 0.1% $36.87M 1.25M +6.5% ▲ Add 3+
274 IUSB iShares Core Universal USD… 0.1% $36.70M 795.26K +10.7% ▲ Add 3+
275 NSC Norfolk Southern Corporation 0.1% $36.68M 116.58K -0.6% ▼ Trim 3+
276 IGIB iShares 5-10 Year… 0.1% $36.61M 688.50K -2.5% ▼ Trim 3+
277 SPHQ Invesco S&P 500 Quality ETF 0.1% $36.41M 404.14K +26.5% ▲ Add 3+
278 FPE First Trust Preferred… 0.1% $36.26M 2.03M +3.4% ▲ Add 3+
279 PULS PGIM Ultra Short Bond ETF 0.1% $36.22M 731.00K +282.6% ▲ Add 3+
280 WMB The Williams Companies, Inc. 0.1% $36.08M 485.34K +1.1% ▲ Add 3+
281 MDY State Street SPDR S&P… 0.1% $35.90M 51.04K -1.7% ▼ Trim 3+
282 VGSH Vanguard Short-Term… 0.9% $35.80M 615.10K +9.7% ▲ Add 3+
283 DUHP Dimensional - US High… 0.0% $35.51M 850.84K +1.9% ▲ Add 3+
284 CGSD Capital Group Short… 0.0% $35.33M 1.37M +14.1% ▲ Add 3+
285 VWO Vanguard FTSE Emerging… 0.6% $35.33M 591.92K +7.0% ▲ Add 3+
286 JCI Johnson Controls… 0.1% $35.29M 241.52K +25.2% ▲ Add 3+
287 GILD Gilead Sciences, Inc. 0.1% $34.81M 275.52K +3.6% ▲ Add 3+
288 MTUM iShares MSCI USA Momentum… 0.0% $34.68M 101.15K +20.9% ▲ Add 3+
289 VICI VICI Properties Inc. 0.0% $34.65M 1.31M -3.2% ▼ Trim 3+
290 BRK-A Berkshire Hathaway Inc. 0.1% $34.45M 46 0.0% Held 3+
291 KTB Kontoor Brands, Inc. 0.0% $34.34M 412.09K -8.5% ▼ Trim 3+
292 WMT Walmart Inc. 0.3% $34.31M 302.91K -4.5% ▼ Trim 3+
293 CEF Sprott Physical Gold and… 0.0% $33.57M 834.34K -22.7% ▼ Trim 3+
294 PFF iShares Preferred and… 0.0% $33.49M 1.10M +1.7% ▲ Add 3+
295 DFIV Dimensional - International… 0.0% $33.30M 616.43K +9.2% ▲ Add 3+
296 WWD Woodward, Inc. 0.0% $33.14M 77.90K +5.8% ▲ Add 3+
297 XLU State Street Utilities… 0.0% $33.02M 728.26K +18.2% ▲ Add 3+
298 VONV Vanguard Russell 1000 Value… 0.0% $32.88M 309.25K +0.6% ▲ Add 3+
299 KNX Knight-Swift Transportation… 0.0% $32.85M 421.83K +152.4% ▲ Add 3+
300 IWP iShares Russell Mid-Cap… 0.1% $32.72M 223.51K +1.8% ▲ Add 3+
301 TWLO Twilio Inc. 0.0% $32.38M 156.92K +2.0% ▲ Add 3+
302 REGN Regeneron Pharmaceuticals… 0.0% $32.08M 51.44K -8.2% ▼ Trim 3+
303 CGXU Capital Group International… 0.0% $31.77M 917.64K -6.1% ▼ Trim 3+
304 AWK American Water Works… 0.0% $31.68M 240.75K +0.8% ▲ Add 3+
305 COHR Coherent, Inc. 0.0% $31.42M 79.64K +13.5% ▲ Add 3+
306 IJS iShares S&P Small-Cap 600… 0.0% $31.41M 229.84K -2.1% ▼ Trim 3+
307 LQD iShares iBoxx $ Investment… 0.0% $31.39M 287.83K -2.8% ▼ Trim 3+
308 ILMN Illumina, Inc. 0.0% $31.12M 177.00K -14.6% ▼ Trim 3+
309 CGMS Capital Group U.S.… 0.0% $31.07M 1.14M +8.0% ▲ Add 3+
310 INTC Intel Corp. 0.1% $31.02M 222.16K -5.3% ▼ Trim 3+
311 ULS UL Solutions Inc. 0.0% $30.88M 303.15K -11.7% ▼ Trim 3+
312 VSXY Victoria's Secret & Company 0.0% $30.62M 366.81K -11.8% ▼ Trim 3+
313 RSG Republic Services, Inc. 0.0% $30.37M 142.51K +0.9% ▲ Add 3+
314 GNRC Generac Holdings Inc. 0.0% $30.22M 103.21K -20.8% ▼ Trim 3+
315 VRSN VeriSign, Inc. 0.0% $30.06M 119.51K -4.5% ▼ Trim 3+
316 MCK McKesson Corporation 0.0% $29.77M 39.40K +4.1% ▲ Add 3+
317 VLO Valero Energy Corporation 0.0% $29.55M 113.45K -5.4% ▼ Trim 3+
318 SUSA iShares ESG Optimized MSCI… 0.0% $29.51M 191.27K +4.2% ▲ Add 3+
319 SYY Sysco Corporation 0.0% $29.34M 351.09K +2.8% ▲ Add 3+
320 PEP PepsiCo, Inc. 0.2% $29.16M 215.35K -0.9% ▼ Trim 3+
321 FTC FIRST TR EXCHANGETRADED ALP 0.0% $28.86M 148.95K +0.8% ▲ Add 3+
322 MRK Merck & Co., Inc. 0.2% $28.70M 223.35K -8.5% ▼ Trim 3+
323 RPM RPM International Inc. 0.0% $28.57M 257.01K -0.1% ▼ Trim 3+
324 XPO XPO Logistics, Inc. 0.0% $28.48M 138.75K -15.5% ▼ Trim 3+
325 VYMI Vanguard International High… 0.0% $28.35M 288.74K +1.8% ▲ Add 3+
326 FDL First Trust Morningstar… 0.0% $28.24M 580.26K -2.1% ▼ Trim 3+
327 SPYM State Street SPDR Portfolio… 0.0% $28.15M 320.31K +5.0% ▲ Add 3+
328 AVUV Avantis U.S. Small Cap… 0.0% $28.14M 225.53K +6.5% ▲ Add 3+
329 FCEL FuelCell Energy, Inc. 0.0% $28.07M 779.40K Nuovo New 1
330 VEEV Veeva Systems Inc. 0.0% $27.64M 155.75K +7.5% ▲ Add 3+
331 REGL ProShares - S&P MidCap 400… 0.0% $27.56M 300.97K -0.4% ▼ Trim 3+
332 FERG Ferguson plc 0.0% $27.46M 115.70K -14.6% ▼ Trim 3+
333 HASI HA Sustainable… 0.0% $27.23M 697.38K -1.9% ▼ Trim 3+
334 IWS iShares Russell Mid-Cap… 0.0% $27.12M 164.76K +9.0% ▲ Add 3+
335 IJK iShares S&P Mid-Cap 400… 0.0% $27.10M 230.65K -0.4% ▼ Trim 3+
336 WT WisdomTree, Inc. 0.2% $26.96M 279.94K +0.9% ▲ Add 3+
337 AEM Agnico Eagle Mines Limited 0.0% $26.87M 173.20K -10.3% ▼ Trim 3+
338 SPYV State Street SPDR Portfolio… 0.0% $26.53M 436.43K +0.3% ▲ Add 3+
339 VEU Vanguard FTSE All-World… 0.5% $26.51M 316.60K +9.6% ▲ Add 3+
340 CRWD CrowdStrike Holdings, Inc. 0.0% $26.43M 34.63K -9.6% ▼ Trim 3+
341 TKR The Timken Company 0.0% $26.37M 181.45K Nuovo New 1
342 ALK Alaska Air Group, Inc. 0.0% $26.29M 503.56K +3.6% ▲ Add 3+
343 FIXD First Trust Smith… 0.0% $26.28M 602.67K +11.9% ▲ Add 3+
344 BKNG Booking Holdings Inc. 0.0% $26.23M 147.19K -0.8% ▼ Trim 3+
345 PNC The PNC Financial Services… 0.1% $26.00M 105.60K -5.2% ▼ Trim 3+
346 SPY State Street SPDR S&P 500… 0.6% $25.96M 34.76K +0.1% ▲ Add 3+
347 HEI HEICO Corporation 0.0% $25.91M 72.75K -16.1% ▼ Trim 3+
348 XONA.DE Exxon Mobil Corporation 0.2% $25.81M 188.79K -2.4% ▼ Trim 3+
349 GLW Corning Inc 0.1% $25.79M 100.97K +96.6% ▲ Add 3+
350 AVDE Avantis International… 0.0% $25.78M 288.96K +8.0% ▲ Add 3+
351 DBEF Xtrackers MSCI EAFE Hedged… 0.0% $25.57M 468.15K +3.3% ▲ Add 3+
352 CAT Caterpillar Inc. 0.4% $25.52M 23.97K -2.1% ▼ Trim 3+
353 PVAL Putnam Focused Large Cap… 0.0% $25.50M 500.42K +1.7% ▲ Add 3+
354 AZN AstraZeneca PLC 0.0% $25.22M 133.03K +0.6% ▲ Add 3+
355 DAL Delta Air Lines, Inc. 0.1% $25.21M 269.16K +45.1% ▲ Add 3+
356 CAH Cardinal Health, Inc. 0.0% $25.10M 105.66K +9.3% ▲ Add 3+
357 CVS CVS Health Corp. 0.0% $25.03M 241.96K +4.0% ▲ Add 3+
358 HUBB Hubbell Incorporated 0.0% $25.01M 47.80K -8.3% ▼ Trim 3+
359 ROP Roper Technologies, Inc. 0.0% $24.91M 73.61K +24.8% ▲ Add 3+
360 ECG Everus Construction Group… 0.0% $24.66M 148.58K -3.4% ▼ Trim 3+
361 MRVL Marvell Technology, Inc. 0.1% $24.61M 82.61K -15.7% ▼ Trim 3+
362 CALF Pacer US Small Cap Cash… 0.0% $24.28M 479.84K +1.1% ▲ Add 3+
363 FTAI FTAI Aviation Ltd. 0.0% $24.26M 89.66K +619.2% ▲ Add 2
364 SGOL abrdn Physical Gold Shares… 0.0% $24.20M 633.00K +8.7% ▲ Add 3+
365 KMI Kinder Morgan, Inc. 0.0% $24.17M 755.95K +1.2% ▲ Add 3+
366 SPMB State Street SPDR Portfolio… 0.0% $24.06M 1.08M +0.3% ▲ Add 3+
367 CMI Cummins Inc. 0.0% $24.04M 33.71K +0.5% ▲ Add 3+
368 WT WisdomTree, Inc. 0.2% $23.95M 518.62K +0.9% ▲ Add 3+
369 CAVA CAVA Group, Inc. 0.0% $23.79M 303.14K -35.6% ▼ Trim 3+
370 BSCR Invesco BulletShares 2027… 0.0% $23.72M 1.21M +28.3% ▲ Add 3+
371 INCY Incyte Corporation 0.0% $23.69M 208.99K +20.3% ▲ Add 3+
372 EMR Emerson Electric Co. 0.1% $23.69M 165.49K +0.3% ▲ Add 3+
373 IGSB iShares 1-5 Year Investment… 0.0% $23.66M 451.40K +9.4% ▲ Add 3+
374 VGIT Vanguard Intermediate-Term… 0.0% $23.60M 400.13K +12.1% ▲ Add 3+
375 EXEL Exelixis, Inc. 0.0% $23.57M 433.11K +7459.0% ▲ Add 3+
376 ONTO Onto Innovation Inc. 0.0% $23.55M 62.24K +8.5% ▲ Add 3+
377 BSCS Invesco BulletShares 2028… 0.0% $23.50M 1.15M +28.9% ▲ Add 3+
378 SHY iShares 1-3 Year Treasury… 0.0% $23.44M 285.51K +5.5% ▲ Add 3+
379 FNX First Trust Mid Cap Core… 0.0% $23.42M 160.00K +2.4% ▲ Add 3+
380 ODFL Old Dominion Freight Line… 0.0% $23.37M 107.89K +1.3% ▲ Add 3+
381 USB U.S. Bancorp 0.1% $23.34M 386.42K -1.3% ▼ Trim 3+
382 MNST Monster Beverage Corporation 0.0% $23.30M 242.38K -1.3% ▼ Trim 3+
383 LMBS First Trust Low Duration… 0.0% $23.12M 464.42K -8.9% ▼ Trim 3+
384 ITOT iShares Core S&P Total U.S.… 0.0% $23.03M 140.17K -4.3% ▼ Trim 3+
385 SO The Southern Company 0.0% $23.00M 240.31K -0.4% ▼ Trim 3+
386 DNP DNP SELECT INCOME FD INC 0.0% $22.93M 2.12M +3.7% ▲ Add 3+
387 IWM iShares Russell 2000 ETF 0.2% $22.90M 76.21K -2.2% ▼ Trim 3+
388 MO Altria Group, Inc. 0.0% $22.89M 318.10K +4.9% ▲ Add 3+
389 GD General Dynamics Corporation 0.0% $22.83M 64.44K -1.4% ▼ Trim 3+
390 ABBV AbbVie Inc. 0.7% $22.80M 90.59K +4.7% ▲ Add 3+
391 TER Teradyne, Inc. 0.0% $22.74M 47.01K +147.2% ▲ Add 3+
392 FTNT Fortinet, Inc. 0.0% $22.72M 147.92K -1.2% ▼ Trim 3+
393 HON Honeywell International Inc. 0.0% $22.71M 101.42K 0.0% ▼ Trim 3+
394 HONA Honeywell Aerospace Inc 0.0% $22.43M 101.47K Nuovo New 1
395 UNH UnitedHealth Group… 0.1% $22.42M 53.95K +41.6% ▲ Add 3+
396 AMT American Tower Corporation 0.0% $22.35M 136.63K -2.3% ▼ Trim 3+
397 ROL Rollins, Inc. 0.0% $22.25M 533.15K -13.2% ▼ Trim 3+
398 DIA State Street SPDR Dow Jones… 0.0% $22.19M 42.48K +29.3% ▲ Add 3+
399 BSCT Invesco BulletShares 2029… 0.0% $22.19M 1.19M +30.4% ▲ Add 3+
400 JCPB JPMorgan Core Plus Bond ETF 0.0% $22.13M 471.42K +0.9% ▲ Add 3+
401 LFUS Littelfuse, Inc. 0.0% $22.12M 48.57K +491.7% ▲ Add 3+
402 JHMM John Hancock Investments -… 0.0% $22.06M 294.32K -1.1% ▼ Trim 2
403 LLY Eli Lilly and Company 0.5% $21.96M 18.30K +7.2% ▲ Add 3+
404 DDOG Datadog, Inc. 0.0% $21.93M 84.21K -19.2% ▼ Trim 3+
405 OUST Ouster, Inc. 0.0% $21.86M 349.72K Nuovo New 1
406 SPHR Sphere Entertainment Co. 0.0% $21.83M 126.18K -2.4% ▼ Trim 3+
407 FNV Franco-Nevada Corporation 0.0% $21.83M 104.71K -22.5% ▼ Trim 3+
408 ARCC Ares Capital Corporation 0.0% $21.79M 1.18M +8.0% ▲ Add 3+
409 BSCQ Invesco BulletShares 2026… 0.0% $21.79M 1.12M +23.0% ▲ Add 3+
410 BSCU Invesco BulletShares 2030… 0.0% $21.75M 1.31M +30.8% ▲ Add 3+
411 ITA iShares U.S. Aerospace &… 0.0% $21.75M 89.72K -13.9% ▼ Trim 3+
412 KLAC KLA Corporation 0.1% $21.72M 71.98K +8.8% ▲ Add 3+
413 MATX Matson, Inc. 0.0% $21.66M 112.69K +16.1% ▲ Add 3+
414 ALGN Align Technology, Inc. 0.0% $21.65M 128.34K +11.2% ▲ Add 3+
415 V Visa Inc. 0.5% $21.54M 62.79K +4.0% ▲ Add 3+
416 CTAS Cintas Corporation 0.0% $21.53M 126.58K +16.1% ▲ Add 3+
417 TGT Target Corporation 0.1% $21.46M 164.33K +39.3% ▲ Add 3+
418 FV First Trust Dorsey Wright… 0.0% $21.44M 282.56K -17.7% ▼ Trim 3+
419 ROK Rockwell Automation, Inc. 0.0% $21.39M 43.20K -40.7% ▼ Trim 3+
420 CDNS Cadence Design Systems, Inc. 0.0% $21.04M 56.07K +9.8% ▲ Add 3+
421 SGOV iShares 0-3 Month Treasury… 0.0% $21.00M 208.64K +55.0% ▲ Add 3+
422 CNR Core Natural Resources, Inc. 0.0% $20.88M 260.95K +4.4% ▲ Add 3+
423 VNOM Viper Energy, Inc. 0.0% $20.84M 491.58K -16.5% ▼ Trim 3+
424 OXY Occidental Petroleum… 0.0% $20.83M 428.95K -36.2% ▼ Trim 3+
425 ATO Atmos Energy Corporation 0.0% $20.82M 120.88K -0.3% ▼ Trim 3+
426 GOVT iShares U.S. Treasury Bond… 0.0% $20.79M 912.64K +2.4% ▲ Add 3+
427 TDC Teradata Corporation 0.0% $20.68M 596.77K Nuovo New 1
428 VONG Vanguard Russell 1000… 0.0% $20.62M 161.31K +1.2% ▲ Add 3+
429 GLDM SPDR Gold MiniShares Trust 0.0% $20.55M 258.80K -1.5% ▼ Trim 3+
430 JBL Jabil Inc. 0.0% $20.51M 53.20K +2.3% ▲ Add 3+
431 HWM Howmet Aerospace Inc. 0.0% $20.50M 76.25K +4.1% ▲ Add 3+
432 ACN Accenture plc 0.0% $20.50M 164.72K +3.4% ▲ Add 3+
433 KEYS Keysight Technologies, Inc. 0.0% $20.48M 58.50K +34.9% ▲ Add 3+
434 ADM Archer-Daniels-Midland… 0.0% $20.37M 266.69K +26.5% ▲ Add 3+
435 KO The Coca-Cola Company 0.2% $20.35M 250.44K +7.5% ▲ Add 3+
436 WT WisdomTree, Inc. 0.2% $20.27M 358.64K +0.9% ▲ Add 3+
437 TFII TFI International Inc. 0.0% $20.26M 141.12K Nuovo New 1
438 CROX Crocs, Inc. 0.0% $20.07M 166.34K +450.1% ▲ Add 3+
439 ANF Abercrombie & Fitch Co. 0.0% $20.02M 222.38K Nuovo New 1
440 KO The Coca-Cola Company 0.2% $20.00M 246.04K +7.5% ▲ Add 3+
441 JNJ Johnson & Johnson 1.7% $19.86M 78.19K +6.1% ▲ Add 3+
442 CDW CDW Corporation 0.0% $19.64M 139.65K +69.7% ▲ Add 3+
443 ESGD iShares ESG Aware MSCI EAFE… 0.0% $19.55M 190.15K +3.4% ▲ Add 3+
444 AFL Aflac Incorporated 0.1% $19.54M 166.65K +12.5% ▲ Add 3+
445 RGEN Repligen Corporation 0.0% $19.46M 142.59K -15.8% ▼ Trim 3+
446 VTR Ventas, Inc. 0.0% $19.39M 218.34K +39.8% ▲ Add 3+
447 PSX Phillips 66 0.0% $19.36M 114.55K -4.2% ▼ Trim 3+
448 EME EMCOR Group, Inc. 0.0% $19.31M 23.26K -23.1% ▼ Trim 3+
449 BINC iShares Flexible Income… 0.0% $19.30M 368.82K +4.1% ▲ Add 3+
450 QTEC First Trust… 0.0% $19.25M 57.52K +21.0% ▲ Add 3+
451 RUSSELL INVTS EXCHANGE TRADE (non mappato) $19.05M 585.36K
452 CGNG Capital Group New Geography… 0.0% $19.05M 508.53K +30.7% ▲ Add 3+
453 INSW International Seaways, Inc. 0.0% $19.03M 248.42K +5.0% ▲ Add 3+
454 IWO iShares Russell 2000 Growth… 0.0% $19.00M 48.24K +1.8% ▲ Add 3+
455 AMZN Amazon.com, Inc. 1.9% $19.00M 79.73K +4.5% ▲ Add 3+
456 BLK BlackRock, Inc. 0.2% $18.98M 19.74K -4.1% ▼ Trim 3+
457 FESM Fidelity Enhanced Small Cap… 0.0% $18.94M 392.12K +4.0% ▲ Add 3+
458 EEM iShares MSCI Emerging… 0.0% $18.92M 276.57K +3.8% ▲ Add 3+
459 PL Planet Labs PBC 0.0% $18.88M 569.85K +3.5% ▲ Add 3+
460 QDF FlexShares Quality Dividend… 0.0% $18.85M 209.58K +7.3% ▲ Add 3+
461 CTVA Corteva, Inc. 0.0% $18.84M 222.50K +4.7% ▲ Add 3+
462 VOE Vanguard Morningstar… 0.0% $18.84M 95.34K -4.4% ▼ Trim 3+
463 EAGG iShares ESG Aware U.S.… 0.0% $18.78M 396.22K +4.7% ▲ Add 3+
464 CPAY Corpay, Inc. 0.0% $18.72M 56.18K +0.8% ▲ Add 3+
465 JPST JPMorgan Ultra-Short Income… 0.0% $18.69M 369.56K -4.4% ▼ Trim 3+
466 MMM 3M Company 0.0% $18.69M 115.41K -23.4% ▼ Trim 3+
467 GOOGL Alphabet Inc. 1.0% $18.66M 52.21K -0.2% ▼ Trim 3+
468 VOT Vanguard Morningstar… 0.0% $18.63M 60.81K +2.4% ▲ Add 3+
469 YOU Clear Secure, Inc. 0.0% $18.63M 334.21K +5.1% ▲ Add 3+
470 RACE Ferrari N.V. 0.0% $18.62M 50.02K +6.0% ▲ Add 3+
471 FENI Fidelity Enhanced… 0.0% $18.62M 463.87K +93.2% ▲ Add 2
472 MDLZ Mondelez International, Inc. 0.0% $18.45M 319.02K +5.1% ▲ Add 3+
473 LIN Linde plc 0.2% $18.37M 35.40K +17.0% ▲ Add 3+
474 DXCM DexCom, Inc. 0.0% $18.26M 271.07K -36.9% ▼ Trim 3+
475 T AT&T Inc. 0.0% $18.20M 879.25K -11.4% ▼ Trim 3+
476 LYV Live Nation Entertainment… 0.0% $18.18M 99.30K -17.4% ▼ Trim 3+
477 HLT Hilton Worldwide Holdings… 0.0% $18.18M 55.02K -49.8% ▼ Trim 3+
478 STE STERIS plc 0.0% $17.98M 85.40K -2.4% ▼ Trim 3+
479 Q Qnity Electronics, Inc. 0.0% $17.88M 109.50K -1.4% ▼ Trim 3+
480 RKLB Rocket Lab USA, Inc. 0.0% $17.85M 175.58K +15.7% ▲ Add 3+
481 AFL Aflac Incorporated 0.1% $17.76M 151.47K +12.5% ▲ Add 3+
482 DUK Duke Energy Corporation 0.1% $17.66M 139.50K +6.7% ▲ Add 3+
483 BX Blackstone Inc. 0.0% $17.59M 149.46K -0.2% ▼ Trim 3+
484 MPWR Monolithic Power Systems… 0.2% $17.51M 12.67K +10.3% ▲ Add 3+
485 COKE Coca-Cola Consolidated, Inc. 0.0% $17.48M 91.57K +8.6% ▲ Add 3+
486 MAR Marriott International, Inc. 0.0% $17.44M 47.06K -5.2% ▼ Trim 3+
487 YUM Yum! Brands, Inc. 0.0% $17.40M 108.86K -1.7% ▼ Trim 3+
488 USFD US Foods Holding Corp. 0.0% $17.39M 170.11K Nuovo New 1
489 FND Floor & Decor Holdings, Inc. 0.0% $17.32M 291.80K -15.8% ▼ Trim 3+
490 BSCV INVESCO EXCH TRD SLF IDX FD 0.0% $17.27M 1.05M +6.8% ▲ Add 3+
491 BSCW INVESCO EXCH TRD SLF IDX FD 0.0% $17.14M 835.67K +7.0% ▲ Add 3+
492 ETR Entergy Corporation 0.0% $17.14M 149.20K -2.8% ▼ Trim 3+
493 MCD McDonald's Corporation 0.2% $17.11M 63.29K -2.3% ▼ Trim 3+
494 SNDK Sandisk Corporation 0.0% $17.10M 7.52K +188.6% ▲ Add 3+
495 VIGI Vanguard International… 0.0% $17.09M 183.03K -1.7% ▼ Trim 3+
496 COST Costco Wholesale Corporation 0.8% $17.08M 18.26K +1.1% ▲ Add 3+
497 VCRB Vanguard Core Bond ETF 0.0% $17.06M 220.93K Nuovo New 1
498 MAS Masco Corporation 0.0% $17.00M 208.93K +1540.8% ▲ Add 3+
499 CINF Cincinnati Financial… 0.0% $16.96M 91.60K -0.2% ▼ Trim 3+
500 WMS Advanced Drainage Systems… 0.0% $16.94M 107.94K +560.7% ▲ Add 3+

Solo posizioni in azioni ordinarie (SH); le righe di opzioni si trovano nella scheda Opzioni e non vengono mai compensate. ✂ = variazione calcolata rispetto alle azioni precedenti rettificate per split. "Held N+" = detenuto ogni trimestre nella nostra finestra temporale, possibilmente anche oltre.

Età della posizione
1680–1 trimestri
17002–4 trimestri

Trimestri consecutivi in cui ciascuna posizione corrente è stata segnalata, nella nostra finestra di dati.

Gestori simili
GestorePosizioni comuniSovrapposizione di nomiSimilarità ponderata
Blair William & Co/Il 1173 45.2% 0.7523 Confronta ⇄
Corient Private Wealth LP 1465 44.4% 0.7129 Confronta ⇄
Rockefeller Capital Management L.P. 1767 38.5% 0.6996 Confronta ⇄
Stifel Financial Corp 1720 47.0% 0.6956 Confronta ⇄
HighTower Advisors, LLC 1662 45.0% 0.6824 Confronta ⇄
Neuberger Berman Group LLC 1187 40.6% 0.6794 Confronta ⇄
CIBC Bancorp USA Inc. 1137 44.9% 0.6735 Confronta ⇄
Fifth Third Bancorp 1741 41.2% 0.6724 Confronta ⇄

Similarità basata esclusivamente sulle posizioni lunghe dichiarate — le coperture e gli asset non soggetti a 13F non sono visibili. Metodologia

Registro dei depositi
Aug 12 2026 13F-HR · periodo Q2 2026

$72.73B · 3,416 posizioni · Visualizza la dichiarazione SEC originale ↗

May 14 2026 13F-HR · periodo Q1 2026

$64.01B · 3,212 posizioni · Visualizza la dichiarazione SEC originale ↗

Feb 13 2026 13F-HR · periodo Q4 2025

$64.15B · 3,138 posizioni · Visualizza la dichiarazione SEC originale ↗

Nov 13 2025 13F-HR · periodo Q3 2025

$62.18B · 3,144 posizioni · Visualizza la dichiarazione SEC originale ↗

Aug 13 2025 13F-HR · periodo Q2 2025

$57.03B · 3,057 posizioni · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q2 2026 · ultimo filing Aug 12, 2026 · Metodologia di calcolo