Hồ sơ lưu nhà quản lý · quý lưu trữ

Brown Advisory Inc

Baltimore, MD · CIK 1345929 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$60.86BGiá trị 13F được báo cáo

2,375Vị thế

30.4%Tỷ trọng top 10

71.50Danh mục nắm giữ hiệu lực

5.2%Doanh thu ước tính

+97Mới

−84Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Dịch vụ tài chính 32.0% (+1.7pp)

Công nghệ 27.5% (-4.0pp)

Công nghiệp 10.4% (+0.8pp)

Chăm sóc sức khỏe 8.8% (+0.1pp)

Hàng tiêu dùng chu kỳ 7.8% (+0.5pp)

Dịch vụ Truyền thông 6.6% (-0.2pp)

Năng lượng 1.9% (+0.6pp)

Hàng tiêu dùng thiết yếu 1.9% (+0.4pp)

Vật liệu Cơ bản 1.6% (+0.1pp)

Tiện ích 0.7% (+0.1pp)

Bất động sản 0.7% (-0.1pp)

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q1 2026

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	MSFT Microsoft Corporation	5.9%	$2.27B	6.13M	-9.6%	▼ Trim	2
2	NVDA NVIDIA Corporation	2.8%	$1.56B	8.95M	-13.3%	▼ Trim	2
3	AMZN Amazon.com, Inc.	2.6%	$1.45B	6.98M	-18.0%	▼ Trim	2
4	V Visa Inc.	3.8%	$1.34B	4.43M	+2.6%	▲ Add	2
5	TSM Taiwan Semiconductor…	3.4%	$1.32B	3.90M	-5.1%	▼ Trim	2
6	BAFE Brown Advisory Flexible…	2.3%	$1.18B	46.55M	+3.0%	▲ Add	2
7	MSFT Microsoft Corporation	5.9%	$1.11B	3.01M	-9.6%	▼ Trim	2
8	GOOG Alphabet Inc.	3.2%	$1.04B	3.62M	-10.8%	▼ Trim	2
9	IVV iShares Core S&P 500 ETF	1.8%	$1.01B	1.55M	+21.1%	▲ Add	2
10	V Visa Inc.	3.8%	$888.55M	2.94M	+2.6%	▲ Add	2
11	MA Mastercard Incorporated	2.9%	$883.57M	1.77M	+10.4%	▲ Add	2
12	AAPL Apple Inc.	1.7%	$781.54M	3.08M	+3.1%	▲ Add	2
13	GOOG Alphabet Inc.	3.2%	$769.02M	2.68M	-10.8%	▼ Trim	2
14	MA Mastercard Incorporated	2.9%	$763.71M	1.53M	+10.4%	▲ Add	2
15	DSPY Tema S&P 500 Historical…	1.2%	$749.92M	13.15M	0.0%	Held	2
16	TSM Taiwan Semiconductor…	3.4%	$721.35M	2.13M	-5.1%	▼ Trim	2
17	AVGO Broadcom Inc.	1.2%	$698.59M	2.26M	-2.1%	▼ Trim	2
18	VTI Vanguard Morningstar Total…	1.2%	$649.74M	2.03M	+1.7%	▲ Add	2
19	SCHW The Charles Schwab…	1.4%	$549.19M	5.84M	-25.0%	▼ Trim	2
20	KKR KKR & Co. Inc.	0.9%	$526.24M	5.69M	-12.7%	▼ Trim	2
21	SPY State Street SPDR S&P 500…	1.0%	$518.96M	797.99K	+5.4%	▲ Add	2
22	GOOGL Alphabet Inc.	1.0%	$516.46M	1.80M	-1.6%	▼ Trim	2
23	ISRG Intuitive Surgical, Inc.	1.0%	$506.54M	1.10M	-16.5%	▼ Trim	2
24	DHR Danaher Corporation	0.9%	$504.52M	2.66M	-16.1%	▼ Trim	2
25	GE GE Aerospace	1.2%	$479.85M	1.69M	-17.3%	▼ Trim	2
26	META Meta Platforms, Inc.	0.8%	$462.60M	808.56K	-11.3%	▼ Trim	2
27	MRVL Marvell Technology, Inc.	0.8%	$454.73M	4.59M	-26.7%	▼ Trim	2
28	INTU Intuit Inc.	0.8%	$452.54M	1.05M	-55.7%	▼ Trim	2
29	CARR Carrier Global Corporation	0.7%	$427.83M	7.60M	-20.9%	▼ Trim	2
30	SPOT Spotify Technology S.A.	0.7%	$419.39M	864.86K	+11.7%	▲ Add	2
31	BRK-B Berkshire Hathaway Inc.	0.8%	$418.12M	872.53K	-3.1%	▼ Trim	2
32	UBER Uber Technologies, Inc.	0.7%	$415.63M	5.78M	-26.1%	▼ Trim	2
33	MPWR Monolithic Power Systems…	0.7%	$391.13M	357.72K	-24.1%	▼ Trim	2
34	ZTS Zoetis Inc.	0.8%	$372.44M	3.15M	+3.5%	▲ Add	2
35	EFX Equifax Inc.	1.1%	$336.00M	1.87M	+29.9%	▲ Add	2
36	BASG ADVISORS INNER CIRCLE FD III	0.6%	$335.06M	14.75M	-9.0%	▼ Trim	2
37	ADSK Autodesk, Inc.	1.0%	$325.94M	1.36M	+12.3%	▲ Add	2
38	AJG Arthur J. Gallagher & Co.	0.6%	$321.64M	1.49M	-22.1%	▼ Trim	2
39	EFX Equifax Inc.	1.1%	$318.20M	1.77M	+29.9%	▲ Add	2
40	AZO AutoZone, Inc.	0.7%	$315.57M	93.42K	-3.1%	▼ Trim	2
41	WST West Pharmaceutical…	0.6%	$314.97M	1.26M	-31.0%	▼ Trim	2
42	CDNS Cadence Design Systems, Inc.	0.5%	$312.92M	1.13M	-28.9%	▼ Trim	2
43	DDOG Datadog, Inc.	0.5%	$310.90M	2.63M	-18.9%	▼ Trim	2
44	FERG Ferguson plc	0.8%	$309.33M	1.33M	-12.8%	▼ Trim	2
45	EW Edwards Lifesciences…	0.9%	$308.58M	3.85M	-4.1%	▼ Trim	2
46	IOT Samsara Inc.	0.5%	$300.28M	9.48M	-9.9%	▼ Trim	2
47	EAGL 2023 ETF SERIES TRUST	0.6%	$297.40M	9.78M	+71.4%	▲ Add	2
48	MELI MercadoLibre, Inc.	0.7%	$296.52M	171.49K	+1462.4%	▲ Add	2
49	SCHW The Charles Schwab…	1.4%	$289.94M	3.09M	-25.0%	▼ Trim	2
50	CTAS Cintas Corporation	0.5%	$287.00M	1.70M	+118.2%	▲ Add	2
51	ASML ASML Holding N.V.	0.7%	$286.80M	217.13K	-26.9%	▼ Trim	2
52	PGR The Progressive Corporation	0.5%	$285.57M	1.44M	-47.4%	▼ Trim	2
53	JPM JPMorgan Chase & Co.	0.6%	$279.36M	949.68K	-0.2%	▼ Trim	2
54	ABNB Airbnb, Inc.	0.5%	$273.57M	2.17M	-15.1%	▼ Trim	2
55	ADSK Autodesk, Inc.	1.0%	$270.75M	1.13M	+12.3%	▲ Add	2
56	BKNG Booking Holdings Inc.	0.8%	$269.40M	63.98K	+13.7%	▲ Add	2
57	PANW Palo Alto Networks, Inc.	0.5%	$264.71M	1.65M	+1138.5%	▲ Add	2
58	ECL Ecolab Inc.	0.5%	$263.28M	989.69K	-27.9%	▼ Trim	2
59	BASV ADVISORS INNER CIRCLE FD III	0.5%	$253.35M	9.40M	+27.8%	▲ Add	2
60	COST Costco Wholesale Corporation	0.5%	$248.11M	249.00K	-18.5%	▼ Trim	2
61	XONA.DE Exxon Mobil Corporation	0.5%	$247.81M	1.46M	-1.2%	▼ Trim	2
62	VLTO Veralto Corporation	0.4%	$245.45M	2.78M	-30.4%	▼ Trim	2
63	GE GE Aerospace	1.2%	$241.46M	850.89K	-17.3%	▼ Trim	2
64	EW Edwards Lifesciences…	0.9%	$239.53M	2.99M	-4.1%	▼ Trim	2
65	SNOW Snowflake Inc.	0.4%	$230.68M	1.53M	+19.3%	▲ Add	2
66	WCN Waste Connections, Inc.	0.5%	$221.33M	1.36M	+1.4%	▲ Add	2
67	BKNG Booking Holdings Inc.	0.8%	$219.22M	52.07K	+13.7%	▲ Add	2
68	AAPL Apple Inc.	1.7%	$219.19M	863.68K	+3.1%	▲ Add	2
69	IWM iShares Russell 2000 ETF	0.4%	$216.64M	873.56K	-3.6%	▼ Trim	2
70	ALLE Allegion plc	0.5%	$210.10M	1.45M	+0.1%	▲ Add	2
71	VIG Vanguard Dividend…	0.3%	$207.15M	963.21K	+0.8%	▲ Add	2
72	VEU Vanguard FTSE All-World…	0.4%	$204.20M	2.72M	+8.4%	▲ Add	2
73	ARES Ares Management Corporation	0.3%	$199.32M	1.83M	-18.4%	▼ Trim	2
74	HDB HDFC Bank Limited	0.4%	$198.23M	7.97M	-19.8%	▼ Trim	2
75	IWF iShares Russell 1000 Growth…	0.4%	$197.51M	463.19K	-6.5%	▼ Trim	2
76	OII Oceaneering International…	0.3%	$195.35M	5.51M	-22.1%	▼ Trim	2
77	FERG Ferguson plc	0.8%	$195.03M	836.11K	-12.8%	▼ Trim	2
78	JNJ Johnson & Johnson	0.4%	$186.14M	761.51K	+1.5%	▲ Add	2
79	BAFE Brown Advisory Flexible…	2.3%	$185.97M	7.35M	+3.0%	▲ Add	2
80	WDAY Workday, Inc.	0.4%	$182.94M	1.41M	+13.4%	▲ Add	2
81	URI United Rentals, Inc.	0.3%	$182.01M	249.83K	-1.7%	▼ Trim	2
82	UNH UnitedHealth Group…	0.3%	$181.03M	669.02K	-2.0%	▼ Trim	2
83	VOO Vanguard S&P 500 ETF	0.4%	$174.52M	292.05K	+7.8%	▲ Add	2
84	SU Suncor Energy Inc.	0.3%	$174.41M	2.64M	-13.9%	▼ Trim	2
85	MSFT Microsoft Corporation	5.9%	$174.23M	470.68K	-9.6%	▼ Trim	2
86	TKR The Timken Company	0.3%	$171.56M	1.71M	+34.5%	▲ Add	2
87	BAC Bank of America Corporation	0.3%	$166.44M	3.41M	-5.9%	▼ Trim	2
88	SHOP Shopify Inc.	0.3%	$165.87M	1.40M	-14.6%	▼ Trim	2
89	ADI Analog Devices, Inc.	0.3%	$164.74M	517.81K	-1.0%	▼ Trim	2
90	FCNCA First Citizens BancShares…	0.3%	$157.77M	83.71K	-6.9%	▼ Trim	2
91	TJX The TJX Companies, Inc.	0.3%	$155.48M	973.59K	-1.5%	▼ Trim	2
92	ELV Elevance Health Inc.	0.3%	$149.53M	510.78K	+8.1%	▲ Add	2
93	IJR iShares Core S&P Small-Cap…	0.3%	$148.72M	1.20M	+24.5%	▲ Add	2
94	RSP Invesco S&P 500 Equal…	0.3%	$144.93M	755.17K	+10.5%	▲ Add	2
95	ASML ASML Holding N.V.	0.7%	$143.11M	108.35K	-26.9%	▼ Trim	2
96	ABBV AbbVie Inc.	0.3%	$138.64M	637.46K	0.0%	▼ Trim	2
97	NOW ServiceNow, Inc.	0.3%	$137.66M	1.32M	-56.2%	▼ Trim	2
98	HLT Hilton Worldwide Holdings…	0.2%	$136.46M	448.77K	-36.6%	▼ Trim	2
99	GOVT iShares U.S. Treasury Bond…	0.2%	$134.72M	5.88M	+109.5%	▲ Add	2
100	KLAC KLA Corporation	0.2%	$134.65M	91.45K	-12.6%	▼ Trim	2
101	IJT iShares S&P Small-Cap 600…	0.2%	$126.95M	877.29K	+25.0%	▲ Add	2
102	BRK-A Berkshire Hathaway Inc.	0.2%	$126.39M	176	0.0%	Held	2
103	NFLX Netflix, Inc.	0.2%	$123.36M	1.28M	-30.3%	▼ Trim	2
104	GOOG Alphabet Inc.	3.2%	$121.83M	424.72K	-10.8%	▼ Trim	2
105	ZTS Zoetis Inc.	0.8%	$120.48M	1.02M	+3.5%	▲ Add	2
106	BIPC Brookfield Infrastructure…	0.2%	$119.76M	3.03M	+9.6%	▲ Add	2
107	MDLZ Mondelez International, Inc.	0.2%	$119.69M	2.08M	+30.4%	▲ Add	2
108	BX Blackstone Inc.	0.2%	$115.24M	1.00M	-4.8%	▼ Trim	2
109	AS Amer Sports, Inc.	0.2%	$113.89M	3.46M	+5.7%	▲ Add	2
110	LOW Lowe's Companies, Inc.	0.2%	$113.28M	479.43K	-1.8%	▼ Trim	2
111	MELI MercadoLibre, Inc.	0.7%	$111.70M	64.60K	+1462.4%	▲ Add	2
112	ACGL Arch Capital Group Ltd.	0.2%	$111.33M	1.16M	-1.7%	▼ Trim	2
113	HQY HealthEquity, Inc.	0.2%	$111.05M	1.33M	-6.8%	▼ Trim	2
114	MRK Merck & Co., Inc.	0.3%	$111.02M	922.95K	+2.8%	▲ Add	2
115	IVV iShares Core S&P 500 ETF	1.8%	$109.81M	168.11K	+21.1%	▲ Add	2
116	IWD iShares Russell 1000 Value…	0.3%	$102.12M	477.91K	+19.2%	▲ Add	2
117	AZO AutoZone, Inc.	0.7%	$101.25M	29.98K	-3.1%	▼ Trim	2
118	PG The Procter & Gamble Company	0.2%	$101.01M	699.33K	+3.9%	▲ Add	2
119	GLD SPDR Gold Shares	0.2%	$98.89M	229.83K	+4.3%	▲ Add	2
120	PB Prosperity Bancshares, Inc.	0.2%	$98.60M	1.47M	-22.0%	▼ Trim	2
121	NPO EnPro Industries, Inc.	0.2%	$96.09M	383.38K	-22.1%	▼ Trim	2
122	AIG American International…	0.2%	$93.74M	1.25M	-9.9%	▼ Trim	2
123	MA Mastercard Incorporated	2.9%	$93.09M	186.31K	+10.4%	▲ Add	2
124	CCCS CCC Intelligent Solutions…	0.2%	$90.96M	15.16M	-18.1%	▼ Trim	2
125	BTSG BrightSpring Health…	0.2%	$88.78M	2.08M	+11.2%	▲ Add	2
126	DT Dynatrace, Inc.	0.2%	$88.27M	2.39M	-73.5%	▼ Trim	2
127	VT Vanguard Total World Stock…	0.2%	$86.70M	626.80K	+11.4%	▲ Add	2
128	IEMG iShares Core MSCI Emerging…	0.2%	$86.62M	1.24M	+24.1%	▲ Add	2
129	VOO Vanguard S&P 500 ETF	0.4%	$85.59M	143.23K	+7.8%	▲ Add	2
130	AMZN Amazon.com, Inc.	2.6%	$84.75M	406.90K	-18.0%	▼ Trim	2
131	SPGI S&P Global Inc.	0.2%	$84.33M	198.28K	-10.9%	▼ Trim	2
132	LLY Eli Lilly and Company	0.2%	$84.26M	91.61K	+0.7%	▲ Add	2
133	VEA Vanguard FTSE Developed…	0.2%	$82.92M	1.29M	+4.4%	▲ Add	2
134	USFD US Foods Holding Corp.	0.1%	$81.60M	884.92K	+7.6%	▲ Add	2
135	EFA iShares MSCI EAFE ETF	0.2%	$81.50M	839.07K	+7.8%	▲ Add	2
136	ESTA Establishment Labs Holdings…	0.1%	$81.22M	1.43M	-23.4%	▼ Trim	2
137	QQQ Invesco QQQ Trust, Series 1	0.1%	$80.37M	139.25K	+1.7%	▲ Add	2
138	TT Trane Technologies plc	0.1%	$80.29M	192.66K	-33.6%	▼ Trim	2
139	GNRC Generac Holdings Inc.	0.1%	$79.44M	406.72K	-50.0%	▼ Trim	2
140	SLB Slb N.V.	0.1%	$78.49M	1.53M	-21.3%	▼ Trim	2
141	TLN Talen Energy Corporation	0.1%	$76.92M	240.97K	+58.3%	▲ Add	2
142	AXP American Express Company	0.1%	$74.72M	247.04K	-0.1%	▼ Trim	2
143	JPM JPMorgan Chase & Co.	0.6%	$74.32M	252.66K	-0.2%	▼ Trim	2
144	ODFL Old Dominion Freight Line…	0.1%	$74.08M	379.13K	-18.8%	▼ Trim	2
145	CW Curtiss-Wright Corporation	0.1%	$73.82M	108.39K	-24.8%	▼ Trim	2
146	NVDA NVIDIA Corporation	2.8%	$73.78M	423.07K	-13.3%	▼ Trim	2
147	VGT Vanguard Information…	0.1%	$73.45M	105.28K	-0.8%	▼ Trim	2
148	ACWI iShares MSCI ACWI ETF	0.2%	$72.97M	527.32K	-1.8%	▼ Trim	2
149	CEG Constellation Energy…	0.1%	$72.10M	258.19K	+11.4%	▲ Add	2
150	ALGN Align Technology, Inc.	0.1%	$71.82M	418.93K	+0.4%	▲ Add	2
151	ALLE Allegion plc	0.5%	$71.34M	491.03K	+0.1%	▲ Add	2
152	TECH Bio-Techne Corporation	0.1%	$71.08M	1.36M	-6.0%	▼ Trim	2
153	SAP SAP SE	0.1%	$71.01M	414.73K	+7867.8%	▲ Add	2
154	ILMN Illumina, Inc.	0.1%	$70.79M	574.31K	+0.5%	▲ Add	2
155	SARO StandardAero, Inc.	0.1%	$69.66M	2.70M	-15.4%	▼ Trim	2
156	NGVT Ingevity Corporation	0.1%	$69.50M	975.66K	-4.7%	▼ Trim	2
157	IEFA iShares Core MSCI EAFE ETF	0.1%	$68.57M	757.39K	+19.1%	▲ Add	2
158	ENTG Entegris, Inc.	0.1%	$68.19M	581.62K	-28.5%	▼ Trim	2
159	COST Costco Wholesale Corporation	0.5%	$67.97M	68.22K	-18.5%	▼ Trim	2
160	IWB iShares Russell 1000 ETF	0.1%	$66.62M	186.83K	+1.0%	▲ Add	2
161	GOOGL Alphabet Inc.	1.0%	$66.54M	231.39K	-1.6%	▼ Trim	2
162	WDAY Workday, Inc.	0.4%	$66.36M	510.80K	+13.4%	▲ Add	2
163	HD The Home Depot, Inc.	0.2%	$65.99M	200.64K	-0.9%	▼ Trim	2
164	MDY State Street SPDR S&P…	0.1%	$64.22M	104.12K	-2.1%	▼ Trim	2
165	VMI Valmont Industries, Inc.	0.1%	$64.02M	160.23K	-19.2%	▼ Trim	2
166	EHC Encompass Health Corporation	0.1%	$63.47M	656.14K	-24.1%	▼ Trim	2
167	VWO Vanguard FTSE Emerging…	0.1%	$62.83M	1.16M	-4.1%	▼ Trim	2
168	ANDG ANDERSEN GROUP INC	0.1%	$62.17M	2.29M	+115.4%	▲ Add	2
169	SCHB Schwab U.S. Broad Market ETF	0.1%	$62.08M	2.47M	-0.6%	▼ Trim	2
170	EXP Eagle Materials Inc.	0.1%	$62.05M	327.54K	-19.2%	▼ Trim	2
171	XONA.DE Exxon Mobil Corporation	0.5%	$61.44M	362.13K	-1.2%	▼ Trim	2
172	ECVT Ecovyst Inc.	0.1%	$61.32M	4.77M	-3.6%	▼ Trim	2
173	LSCC Lattice Semiconductor…	0.1%	$61.03M	657.94K	-36.3%	▼ Trim	2
174	BRKR Bruker Corporation	0.1%	$60.63M	1.68M	-26.1%	▼ Trim	2
175	GWRE Guidewire Software, Inc.	0.1%	$60.63M	405.38K	+95.0%	▲ Add	2
176	VTOL Bristow Group Inc.	0.1%	$60.49M	1.29M	-3.3%	▼ Trim	2
177	NOMD Nomad Foods Limited	0.1%	$59.95M	6.24M	-6.9%	▼ Trim	2
178	CSCO Cisco Systems, Inc.	0.1%	$59.89M	771.90K	+2.6%	▲ Add	2
179	ISRG Intuitive Surgical, Inc.	1.0%	$59.66M	129.41K	-16.5%	▼ Trim	2
180	OPLN OPENLANE, Inc.	0.1%	$59.53M	2.04M	-28.1%	▼ Trim	2
181	HEI-A HEICO Corporation	0.1%	$59.45M	281.62K	+484.9%	▲ Add	2
182	AIT Applied Industrial…	0.1%	$58.41M	220.15K	-17.2%	▼ Trim	2
183	NVDA NVIDIA Corporation	2.8%	$57.98M	332.43K	-13.3%	▼ Trim	2
184	CWK Cushman & Wakefield plc	0.1%	$57.97M	4.73M	+7.9%	▲ Add	2
185	JNJ Johnson & Johnson	0.4%	$56.23M	230.02K	+1.5%	▲ Add	2
186	OLED Universal Display…	0.1%	$55.80M	608.82K	+4.7%	▲ Add	2
187	TMUS T-Mobile US, Inc.	0.1%	$55.13M	262.48K	-48.5%	▼ Trim	2
188	GNL Global Net Lease, Inc.	0.1%	$54.15M	5.78M	-2.9%	▼ Trim	2
189	FUL H.B. Fuller Company	0.1%	$53.39M	865.52K	+15.4%	▲ Add	2
190	V Visa Inc.	3.8%	$52.93M	175.14K	+2.6%	▲ Add	2
191	AAON AAON, Inc.	0.1%	$52.38M	632.99K	-14.3%	▼ Trim	2
192	DFAS Dimensional - US Small Cap…	0.1%	$52.35M	735.95K	+9.9%	▲ Add	2
193	FSV FirstService Corporation	0.1%	$52.15M	375.33K	+20.6%	▲ Add	2
194	BFAM Bright Horizons Family…	0.1%	$51.07M	621.81K	-33.2%	▼ Trim	2
195	NOVT Novanta Inc.	0.1%	$50.94M	431.29K	-15.7%	▼ Trim	2
196	CASY Casey's General Stores, Inc.	0.1%	$50.72M	69.68K	-50.5%	▼ Trim	2
197	NATL NCR Atleos Corporation	0.1%	$50.34M	1.16M	-42.6%	▼ Trim	2
198	CAT Caterpillar Inc.	0.1%	$50.10M	70.71K	+7.5%	▲ Add	2
199	LNTH Lantheus Holdings, Inc.	0.1%	$49.84M	657.08K	Mới	New	1
200	ABBV AbbVie Inc.	0.3%	$49.75M	228.76K	0.0%	▼ Trim	2
201	BAIV ADVISORS INNER CIRCLE FD III	0.1%	$49.61M	2.08M	Mới	New	1
202	TOWN TowneBank	0.1%	$49.61M	1.47M	+1.7%	▲ Add	2
203	MSA MSA Safety Incorporated	0.1%	$49.55M	302.20K	-15.2%	▼ Trim	2
204	IWD iShares Russell 1000 Value…	0.3%	$49.44M	231.40K	+19.2%	▲ Add	2
205	MCW MISTER CAR WASH INC	0.1%	$49.13M	7.05M	-38.3%	▼ Trim	2
206	ONB Old National Bancorp	0.1%	$48.98M	2.22M	-4.8%	▼ Trim	2
207	IBM International Business…	0.1%	$48.89M	201.72K	+2.3%	▲ Add	2
208	MRK Merck & Co., Inc.	0.3%	$48.81M	405.80K	+2.8%	▲ Add	2
209	TBBK The Bancorp, Inc.	0.1%	$48.44M	901.59K	+1.2%	▲ Add	2
210	C Citigroup Inc.	0.1%	$48.33M	426.18K	+0.1%	▲ Add	2
211	SSD Simpson Manufacturing Co.…	0.1%	$48.31M	281.51K	-7.3%	▼ Trim	2
212	CWST Casella Waste Systems, Inc.	0.1%	$48.27M	608.44K	-2.0%	▼ Trim	2
213	CTS CTS Corporation	0.1%	$48.04M	1.01M	-4.6%	▼ Trim	2
214	WSFS WSFS Financial Corporation	0.1%	$47.98M	732.97K	-5.5%	▼ Trim	2
215	UL Unilever PLC	0.1%	$47.80M	839.00K	+0.1%	▲ Add	2
216	AXON Axon Enterprise, Inc.	0.1%	$47.77M	112.48K	+1603.0%	▲ Add	2
217	KAI Kadant Inc.	0.1%	$47.71M	163.20K	-15.9%	▼ Trim	2
218	IWO iShares Russell 2000 Growth…	0.1%	$47.29M	150.70K	-20.0%	▼ Trim	2
219	AMZN Amazon.com, Inc.	2.6%	$47.16M	226.44K	-18.0%	▼ Trim	2
220	EGP EastGroup Properties, Inc.	0.1%	$47.01M	253.96K	-20.4%	▼ Trim	2
221	GRDN Guardian Pharmacy Services…	0.1%	$46.74M	1.24M	-23.1%	▼ Trim	2
222	SITM SiTime Corporation	0.1%	$46.65M	135.08K	-33.7%	▼ Trim	2
223	BRK-B Berkshire Hathaway Inc.	0.8%	$46.37M	96.77K	-3.1%	▼ Trim	2
224	KO The Coca-Cola Company	0.1%	$46.11M	606.27K	+1.6%	▲ Add	2
225	IWV iShares Russell 3000 ETF	0.1%	$45.98M	124.04K	+0.4%	▲ Add	2
226	WLY John Wiley & Sons, Inc.	0.1%	$45.38M	1.19M	+16.0%	▲ Add	2
227	ST Sensata Technologies…	0.1%	$45.25M	1.28M	+13.2%	▲ Add	2
228	CNI Canadian National Railway…	0.1%	$44.74M	435.33K	-42.8%	▼ Trim	2
229	IDXX IDEXX Laboratories, Inc.	0.1%	$44.70M	79.55K	+0.4%	▲ Add	2
230	BASG ADVISORS INNER CIRCLE FD III	0.6%	$44.49M	1.96M	-9.0%	▼ Trim	2
231	SITE SiteOne Landscape Supply…	0.1%	$44.10M	331.32K	-11.9%	▼ Trim	2
232	AKRE Akre Focus ETF	0.1%	$43.16M	816.58K	-25.8%	▼ Trim	2
233	AMP Ameriprise Financial, Inc.	0.1%	$43.11M	97.00K	-6.0%	▼ Trim	2
234	VMC Vulcan Materials Company	0.1%	$43.09M	158.23K	+10.6%	▲ Add	2
235	SPY State Street SPDR S&P 500…	1.0%	$41.86M	64.36K	+5.4%	▲ Add	2
236	DCO Ducommun Incorporated	0.1%	$41.80M	342.63K	-19.4%	▼ Trim	2
237	ALNY Alnylam Pharmaceuticals…	0.1%	$41.52M	125.47K	+438.9%	▲ Add	2
238	CAH Cardinal Health, Inc.	0.1%	$41.45M	196.14K	-6.4%	▼ Trim	2
239	VVV Valvoline Inc.	0.1%	$41.22M	1.22M	Mới	New	1
240	RTX RTX Corporation	0.1%	$41.18M	213.50K	+8.4%	▲ Add	2
241	LIN Linde plc	0.1%	$40.92M	82.53K	+1.4%	▲ Add	2
242	VTI Vanguard Morningstar Total…	1.2%	$40.75M	127.02K	+1.7%	▲ Add	2
243	IGT International Game…	0.1%	$39.74M	3.12M	+10.0%	▲ Add	2
244	SON Sonoco Products Company	0.1%	$39.21M	724.93K	-2.2%	▼ Trim	2
245	SIG Signet Jewelers Limited	0.1%	$39.21M	463.22K	-5.6%	▼ Trim	2
246	SPXC SPX Technologies, Inc.	0.1%	$39.20M	196.07K	-17.3%	▼ Trim	2
247	HDB HDFC Bank Limited	0.4%	$38.94M	1.57M	-19.8%	▼ Trim	2
248	WTM White Mountains Insurance…	0.1%	$38.62M	17.58K	-5.9%	▼ Trim	2
249	KYN KAYNE ANDERSON ENERGY INFRST	0.1%	$38.45M	2.69M	0.0%	▼ Trim	2
250	CYTK Cytokinetics, Incorporated	0.1%	$38.43M	583.01K	-15.9%	▼ Trim	2
251	PEP PepsiCo, Inc.	0.1%	$38.41M	247.34K	+7.4%	▲ Add	2
252	DKNG DraftKings Inc.	0.1%	$38.34M	1.77M	-30.9%	▼ Trim	2
253	ABT Abbott Laboratories	0.1%	$38.08M	370.88K	+0.6%	▲ Add	2
254	EBC Eastern Bankshares, Inc.	0.1%	$37.88M	1.94M	-23.9%	▼ Trim	2
255	MSFT Microsoft Corporation	5.9%	$37.57M	101.50K	-9.6%	▼ Trim	2
256	CVX Chevron Corporation	0.1%	$37.38M	180.66K	+0.4%	▲ Add	2
257	TROW T. Rowe Price Group, Inc.	0.1%	$37.01M	410.61K	-65.7%	▼ Trim	2
258	BND Vanguard Total Bond Market…	0.1%	$36.57M	496.55K	+49.0%	▲ Add	2
259	EAGL 2023 ETF SERIES TRUST	0.6%	$36.55M	1.20M	+71.4%	▲ Add	2
260	ADP Automatic Data Processing…	0.1%	$36.50M	179.66K	-0.3%	▼ Trim	2
261	BAFE Brown Advisory Flexible…	2.3%	$36.38M	1.44M	+3.0%	▲ Add	2
262	SPY State Street SPDR S&P 500…	1.0%	$36.29M	55.80K	+5.4%	▲ Add	2
263	WSO Watsco, Inc.	0.1%	$35.94M	98.79K	+4045.8%	▲ Add	2
264	WMT Walmart Inc.	0.1%	$35.88M	288.69K	-4.3%	▼ Trim	2
265	PSN Parsons Corporation	0.1%	$35.78M	660.59K	-15.8%	▼ Trim	2
266	BASV ADVISORS INNER CIRCLE FD III	0.5%	$35.57M	1.32M	+27.8%	▲ Add	2
267	APO Apollo Global Management…	0.1%	$35.54M	318.98K	-9.2%	▼ Trim	2
268	CMCSA Comcast Corporation	0.1%	$35.43M	1.23M	+1.9%	▲ Add	2
269	ZWS Zurn Elkay Water Solutions…	0.1%	$35.11M	783.01K	-40.2%	▼ Trim	2
270	TSM Taiwan Semiconductor…	3.4%	$34.57M	102.30K	-5.1%	▼ Trim	2
271	IWR iShares Russell Mid-Cap ETF	0.1%	$34.42M	353.97K	+0.7%	▲ Add	2
272	AMGN Amgen Inc.	0.1%	$34.30M	97.47K	+0.5%	▲ Add	2
273	AMAT Applied Materials, Inc.	0.1%	$34.18M	100.01K	-15.4%	▼ Trim	2
274	HMN Horace Mann Educators…	0.1%	$33.87M	793.64K	-8.3%	▼ Trim	2
275	ORCL Oracle Corporation	0.1%	$33.72M	229.23K	+8.8%	▲ Add	2
276	IWN iShares Russell 2000 Value…	0.1%	$33.72M	177.85K	-24.6%	▼ Trim	2
277	POWI Power Integrations, Inc.	0.1%	$33.63M	656.88K	-8.3%	▼ Trim	2
278	DOV Dover Corporation	0.1%	$33.20M	159.29K	+1.1%	▲ Add	2
279	TDG TransDigm Group Incorporated	0.1%	$32.96M	28.44K	-70.4%	▼ Trim	2
280	SPY State Street SPDR S&P 500…	1.0%	$32.92M	50.62K	+5.4%	▲ Add	2
281	KMTS KESTRA MED TECHNOLOGIES LTD	0.1%	$32.63M	1.64M	+2.1%	▲ Add	2
282	AGO Assured Guaranty Ltd.	0.1%	$32.48M	398.69K	-7.3%	▼ Trim	2
283	FCN FTI Consulting, Inc.	0.1%	$32.41M	183.36K	Mới	New	1
284	HD The Home Depot, Inc.	0.2%	$32.26M	98.10K	-0.9%	▼ Trim	2
285	MTG MGIC Investment Corporation	0.1%	$32.12M	1.22M	-5.6%	▼ Trim	2
286	DELL Dell Technologies Inc.	0.1%	$31.72M	193.27K	+3.5%	▲ Add	2
287	POR Portland General Electric…	0.1%	$31.16M	590.57K	-17.5%	▼ Trim	2
288	EEFT Euronet Worldwide, Inc.	0.1%	$31.16M	469.46K	-3.3%	▼ Trim	2
289	PWR Quanta Services, Inc.	0.1%	$30.97M	56.40K	+0.1%	▲ Add	2
290	IEF iShares 7-10 Year Treasury…	0.1%	$30.78M	322.46K	+25.2%	▲ Add	2
291	ICUI ICU Medical, Inc.	0.1%	$30.75M	238.08K	+6.3%	▲ Add	2
292	AVNS Avanos Medical, Inc.	0.1%	$30.71M	2.19M	+15.3%	▲ Add	2
293	ACHC Acadia Healthcare Company…	0.1%	$30.70M	1.31M	+102.3%	▲ Add	2
294	APH Amphenol Corporation	0.1%	$30.60M	242.17K	+0.7%	▲ Add	2
295	DHR Danaher Corporation	0.9%	$30.51M	160.93K	-16.1%	▼ Trim	2
296	IEX IDEX Corporation	0.1%	$30.50M	160.89K	-16.2%	▼ Trim	2
297	AVGO Broadcom Inc.	1.2%	$30.24M	97.72K	-2.1%	▼ Trim	2
298	MCD McDonald's Corporation	0.1%	$30.21M	97.20K	-0.7%	▼ Trim	2
299	OEF iShares S&P 100 ETF	0.1%	$30.15M	94.79K	+52.5%	▲ Add	2
300	GILD Gilead Sciences, Inc.	0.1%	$30.10M	215.99K	-6.0%	▼ Trim	2
301	LOW Lowe's Companies, Inc.	0.2%	$29.92M	126.65K	-1.8%	▼ Trim	2
302	VT Vanguard Total World Stock…	0.2%	$29.79M	215.34K	+11.4%	▲ Add	2
303	CURB Curbline Properties Corp.	0.0%	$29.60M	1.15M	-5.2%	▼ Trim	2
304	XLE State Street Energy Select…	0.1%	$29.58M	482.91K	0.0%	▲ Add	2
305	FFBC First Financial Bancorp.	0.0%	$29.39M	1.05M	Mới	New	1
306	THG The Hanover Insurance…	0.0%	$29.39M	169.54K	-6.2%	▼ Trim	2
307	SNY Sanofi	0.0%	$29.30M	608.23K	+15.1%	▲ Add	2
308	MUSA Murphy USA Inc.	0.1%	$29.23M	59.18K	-9.8%	▼ Trim	2
309	PG The Procter & Gamble Company	0.2%	$29.18M	202.01K	+3.9%	▲ Add	2
310	CL Colgate-Palmolive Company	0.1%	$29.05M	340.84K	-13.0%	▼ Trim	2
311	META Meta Platforms, Inc.	0.8%	$28.99M	50.68K	-11.3%	▼ Trim	2
312	TMO Thermo Fisher Scientific…	0.1%	$28.98M	58.96K	+3.6%	▲ Add	2
313	TNC Tennant Company	0.0%	$28.97M	436.25K	-2.3%	▼ Trim	2
314	GH Guardant Health, Inc.	0.1%	$28.89M	312.80K	Mới	New	1
315	HEI HEICO Corporation	0.1%	$28.76M	104.89K	+4.7%	▲ Add	2
316	AGG iShares Core U.S. Aggregate…	0.1%	$28.73M	289.43K	+3.7%	▲ Add	2
317	DBRG DigitalBridge Group, Inc.	0.1%	$28.65M	1.86M	-35.1%	▼ Trim	2
318	PCVX Vaxcyte, Inc.	0.0%	$28.38M	488.42K	-9.7%	▼ Trim	2
319	VGSH Vanguard Short-Term…	0.1%	$28.11M	480.20K	-65.7%	▼ Trim	2
320	URTH iShares MSCI World ETF	0.1%	$28.06M	155.86K	+116.9%	▲ Add	2
321	KMI Kinder Morgan, Inc.	0.1%	$27.23M	812.13K	-2.0%	▼ Trim	2
322	WCN Waste Connections, Inc.	0.5%	$27.10M	166.85K	+1.4%	▲ Add	2
323	PEBO Peoples Bancorp Inc.	0.0%	$26.47M	805.38K	+18.8%	▲ Add	2
324	EPAC Enerpac Tool Group Corp.	0.0%	$26.42M	724.44K	-12.0%	▼ Trim	2
325	MUSA Murphy USA Inc.	0.1%	$26.38M	53.41K	-9.8%	▼ Trim	2
326	MAR Marriott International, Inc.	0.0%	$25.85M	79.03K	-2.0%	▼ Trim	2
327	DCOM Dime Community Bancshares…	0.0%	$25.84M	764.17K	-22.8%	▼ Trim	2
328	VO Vanguard Morningstar…	0.1%	$25.84M	89.98K	-1.5%	▼ Trim	2
329	CDRE Cadre Holdings, Inc.	0.0%	$25.80M	841.02K	+49.0%	▲ Add	2
330	DE Deere & Company	0.0%	$25.77M	45.75K	+1.3%	▲ Add	2
331	SIBN SI-BONE, Inc.	0.0%	$25.56M	2.02M	-13.8%	▼ Trim	2
332	CTVA Corteva, Inc.	0.0%	$25.33M	302.62K	+14.2%	▲ Add	2
333	TDY Teledyne Technologies…	0.0%	$25.32M	41.85K	-9.1%	▼ Trim	2
334	IJH iShares Core S&P Mid-Cap ETF	0.0%	$24.63M	364.73K	+15.4%	▲ Add	2
335	GEV GE Vernova Inc.	0.1%	$24.45M	28.01K	+6.4%	▲ Add	2
336	ACN Accenture plc	0.1%	$24.34M	122.74K	-9.9%	▼ Trim	2
337	IJT iShares S&P Small-Cap 600…	0.2%	$24.34M	168.18K	+25.0%	▲ Add	2
338	MS Morgan Stanley	0.0%	$24.23M	147.25K	+1.9%	▲ Add	2
339	RH Rh	0.0%	$24.19M	230.16K	-13.7%	▼ Trim	2
340	CSCO Cisco Systems, Inc.	0.1%	$24.16M	311.37K	+2.6%	▲ Add	2
341	LLY Eli Lilly and Company	0.2%	$23.96M	26.05K	+0.7%	▲ Add	2
342	BELFA BEL FUSE INC	0.0%	$23.80M	132.05K	-6.0%	▼ Trim	2
343	UBER Uber Technologies, Inc.	0.7%	$23.79M	330.68K	-26.1%	▼ Trim	2
344	NXST Nexstar Media Group, Inc.	0.0%	$23.56M	130.27K	-31.0%	▼ Trim	2
345	MRVL Marvell Technology, Inc.	0.8%	$23.50M	237.23K	-26.7%	▼ Trim	2
346	WPC W. P. Carey Inc.	0.0%	$23.47M	345.37K	+0.3%	▲ Add	2
347	IWM iShares Russell 2000 ETF	0.4%	$23.22M	93.63K	-3.6%	▼ Trim	2
348	VB Vanguard Morningstar…	0.0%	$23.02M	87.91K	-3.0%	▼ Trim	2
349	SW Smurfit Westrock plc	0.0%	$23.01M	577.45K	+16.9%	▲ Add	2
350	REX REX American Resources…	0.0%	$22.97M	503.98K	-44.6%	▼ Trim	2
351	KIDS ORTHOPEDIATRICS CORP	0.0%	$22.83M	1.44M	-19.7%	▼ Trim	2
352	MIR Mirion Technologies, Inc.	0.0%	$22.81M	1.23M	-19.4%	▼ Trim	2
353	CASS CASS INFORMATION SYS INC	0.0%	$22.56M	512.60K	-3.4%	▼ Trim	2
354	XLG Invesco S&P 500 Top 50 ETF	0.0%	$22.48M	412.18K	-19.7%	▼ Trim	2
355	SBCF Seacoast Banking…	0.0%	$22.42M	740.26K	-21.9%	▼ Trim	2
356	SBUX Starbucks Corporation	0.0%	$22.30M	248.88K	-20.4%	▼ Trim	2
357	NVS Novartis AG	0.0%	$22.27M	145.78K	+0.4%	▲ Add	2
358	CBRE CBRE Group, Inc.	0.0%	$22.15M	163.55K	+10.2%	▲ Add	2
359	CTAS Cintas Corporation	0.5%	$22.08M	130.57K	+118.2%	▲ Add	2
360	BAFE Brown Advisory Flexible…	2.3%	$21.83M	862.86K	+3.0%	▲ Add	2
361	HON Honeywell International Inc.	0.0%	$21.63M	95.70K	+43.7%	▲ Add	2
362	MDT Medtronic plc	0.0%	$21.41M	247.10K	+0.8%	▲ Add	2
363	XLK State Street Technology…	0.0%	$21.41M	161.08K	-6.9%	▼ Trim	2
364	WTW Willis Towers Watson Public…	0.0%	$21.34M	73.42K	+9.4%	▲ Add	2
365	IOSP Innospec Inc.	0.0%	$21.26M	291.19K	-3.1%	▼ Trim	2
366	BWXT BWX Technologies, Inc.	0.0%	$21.01M	102.75K	-34.7%	▼ Trim	2
367	IWP iShares Russell Mid-Cap…	0.0%	$20.89M	163.03K	+19.8%	▲ Add	2
368	DOV Dover Corporation	0.1%	$20.79M	99.75K	+1.1%	▲ Add	2
369	GLW Corning Inc	0.0%	$20.71M	152.32K	+6.1%	▲ Add	2
370	AVGO Broadcom Inc.	1.2%	$20.64M	66.70K	-2.1%	▼ Trim	2
371	VYX NCR Voyix Corporation	0.0%	$20.56M	3.25M	+1.5%	▲ Add	2
372	NEE NextEra Energy, Inc.	0.0%	$20.55M	221.25K	-0.1%	▼ Trim	2
373	CMI Cummins Inc.	0.0%	$20.55M	38.19K	-0.3%	▼ Trim	2
374	OSIS OSI Systems, Inc.	0.0%	$20.50M	77.20K	-48.4%	▼ Trim	2
375	AMT American Tower Corporation	0.0%	$20.45M	118.50K	-8.0%	▼ Trim	2
376	VERX Vertex, Inc.	0.0%	$20.41M	1.72M	-34.9%	▼ Trim	2
377	CLMT Calumet Inc.	0.0%	$20.31M	565.72K	-21.0%	▼ Trim	2
378	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$20.12M	403.33K	+4.5%	▲ Add	2
379	MPWR Monolithic Power Systems…	0.7%	$20.11M	18.39K	-24.1%	▼ Trim	2
380	DIS The Walt Disney Company	0.0%	$20.07M	208.28K	-3.6%	▼ Trim	2
381	YETI YETI Holdings, Inc.	0.0%	$20.05M	547.88K	-5.0%	▼ Trim	2
382	RSP Invesco S&P 500 Equal…	0.3%	$19.84M	103.38K	+10.5%	▲ Add	2
383	PM Philip Morris International…	0.0%	$19.71M	119.22K	-0.1%	▼ Trim	2
384	CNXN PC Connection, Inc.	0.0%	$19.57M	334.72K	+24.8%	▲ Add	2
385	BX Blackstone Inc.	0.2%	$19.56M	170.12K	-4.8%	▼ Trim	2
386	SPOT Spotify Technology S.A.	0.7%	$19.55M	40.33K	+11.7%	▲ Add	2
387	JAMES HARDIE INDS PLC (chưa ánh xạ)	—	$19.47M	1.03M	—		—
388	BKR Baker Hughes Company	0.0%	$19.46M	318.77K	-7.9%	▼ Trim	2
389	FLEX Flex Ltd.	0.0%	$19.41M	296.50K	+21.4%	▲ Add	2
390	WFC Wells Fargo & Company	0.0%	$19.21M	241.27K	+4.8%	▲ Add	2
391	AKRE Akre Focus ETF	0.1%	$19.18M	362.91K	-25.8%	▼ Trim	2
392	CARS Cars.com Inc.	0.0%	$19.14M	2.36M	+24.2%	▲ Add	2
393	PNR Pentair plc	0.0%	$18.98M	217.92K	+59.7%	▲ Add	2
394	Q Qnity Electronics, Inc.	0.0%	$18.89M	163.73K	+14.3%	▲ Add	2
395	SCHW The Charles Schwab…	1.4%	$18.88M	200.93K	-25.0%	▼ Trim	2
396	GE GE Aerospace	1.2%	$18.84M	66.38K	-17.3%	▼ Trim	2
397	BASV ADVISORS INNER CIRCLE FD III	0.5%	$18.82M	698.64K	+27.8%	▲ Add	2
398	ICLR ICON Public Limited Company	0.0%	$18.71M	169.10K	+87.7%	▲ Add	2
399	DHR Danaher Corporation	0.9%	$18.58M	98.01K	-16.1%	▼ Trim	2
400	BLK BlackRock, Inc.	0.0%	$18.54M	19.28K	-2.0%	▼ Trim	2
401	IAU iShares Gold Trust	0.0%	$18.48M	209.62K	+4.3%	▲ Add	2
402	INTU Intuit Inc.	0.8%	$18.48M	42.73K	-55.7%	▼ Trim	2
403	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$18.34M	267.88K	+80.4%	▲ Add	2
404	VXF Vanguard Extended Market ETF	0.0%	$18.21M	88.50K	-3.0%	▼ Trim	2
405	NXPI NXP Semiconductors N.V.	0.0%	$18.13M	92.09K	-17.1%	▼ Trim	2
406	ISRG Intuitive Surgical, Inc.	1.0%	$17.98M	39.00K	-16.5%	▼ Trim	2
407	PEP PepsiCo, Inc.	0.1%	$17.97M	115.71K	+7.4%	▲ Add	2
408	TJX The TJX Companies, Inc.	0.3%	$17.81M	111.50K	-1.5%	▼ Trim	2
409	VTV Vanguard Morningstar Value…	0.1%	$17.65M	89.94K	-11.5%	▼ Trim	2
410	CB Chubb Limited	0.0%	$17.60M	54.00K	-0.1%	▼ Trim	2
411	VXUS Vanguard Total…	0.0%	$17.60M	228.21K	+103.7%	▲ Add	2
412	BNY Bank of New York Mellon Corp	0.0%	$17.58M	148.20K	-4.3%	▼ Trim	2
413	IJS iShares S&P Small-Cap 600…	0.0%	$17.58M	148.42K	-17.0%	▼ Trim	2
414	BRK-B Berkshire Hathaway Inc.	0.8%	$17.56M	36.63K	-3.1%	▼ Trim	2
415	BDX Becton, Dickinson and…	0.0%	$17.54M	111.55K	+408.4% ✂	▲ Add	2
416	IBM International Business…	0.1%	$17.48M	72.10K	+2.3%	▲ Add	2
417	LZB La-Z-Boy Incorporated	0.0%	$17.35M	539.74K	-4.8%	▼ Trim	2
418	RSP Invesco S&P 500 Equal…	0.3%	$17.33M	90.32K	+10.5%	▲ Add	2
419	ACN Accenture plc	0.1%	$17.28M	87.12K	-9.9%	▼ Trim	2
420	KKR KKR & Co. Inc.	0.9%	$17.24M	186.37K	-12.7%	▼ Trim	2
421	VISN Vistance Networks, Inc.	0.0%	$17.23M	946.45K	+101.0%	▲ Add	2
422	BKNG Booking Holdings Inc.	0.8%	$17.22M	4.09K	+13.7%	▲ Add	2
423	ARTY iShares Future AI & Tech ETF	0.0%	$17.20M	369.74K	+27.6%	▲ Add	2
424	HLI Houlihan Lokey, Inc.	0.0%	$16.52M	114.99K	-13.3%	▼ Trim	2
425	EAGL 2023 ETF SERIES TRUST	0.6%	$16.43M	540.01K	+71.4%	▲ Add	2
426	SMPL The Simply Good Foods…	0.0%	$16.34M	1.14M	Mới	New	1
427	CEG Constellation Energy…	0.1%	$16.32M	58.45K	+11.4%	▲ Add	2
428	PNC The PNC Financial Services…	0.0%	$16.30M	78.34K	+0.8%	▲ Add	2
429	TMO Thermo Fisher Scientific…	0.1%	$16.19M	32.93K	+3.6%	▲ Add	2
430	RTO Rentokil Initial plc	0.0%	$16.18M	514.08K	-60.4%	▼ Trim	2
431	CARR Carrier Global Corporation	0.7%	$16.15M	286.76K	-20.9%	▼ Trim	2
432	BELFB Bel Fuse Inc.	0.0%	$15.98M	80.73K	-30.5%	▼ Trim	2
433	LDUR PIMCO ETF TR	0.0%	$15.93M	166.27K	+359.6%	▲ Add	2
434	WM Waste Management, Inc.	0.0%	$15.93M	69.33K	+43.2%	▲ Add	2
435	APH Amphenol Corporation	0.1%	$15.89M	125.77K	+0.7%	▲ Add	2
436	UBER Uber Technologies, Inc.	0.7%	$15.87M	220.70K	-26.1%	▼ Trim	2
437	IDXX IDEXX Laboratories, Inc.	0.1%	$15.79M	28.11K	+0.4%	▲ Add	2
438	PGC PEAPACK-GLADSTONE FINL CORP	0.0%	$15.78M	448.18K	-5.1%	▼ Trim	2
439	CRM Salesforce, Inc.	0.0%	$15.77M	84.50K	+7.1%	▲ Add	2
440	MU Micron Technology, Inc.	0.0%	$15.74M	46.59K	-12.4%	▼ Trim	2
441	RTX RTX Corporation	0.1%	$15.70M	81.42K	+8.4%	▲ Add	2
442	TSLA Tesla, Inc.	0.0%	$15.66M	42.13K	+27.4%	▲ Add	2
443	VUG Vanguard Morningstar Growth…	0.1%	$15.61M	35.73K	-12.8%	▼ Trim	2
444	AJG Arthur J. Gallagher & Co.	0.6%	$15.59M	71.97K	-22.1%	▼ Trim	2
445	LH Labcorp Holdings Inc.	0.0%	$15.57M	58.35K	-1.3%	▼ Trim	2
446	PFE Pfizer Inc.	0.0%	$15.53M	553.21K	-2.8%	▼ Trim	2
447	MINT PIMCO Enhanced Short…	0.0%	$15.48M	153.90K	+12.0%	▲ Add	2
448	ABNB Airbnb, Inc.	0.5%	$15.43M	122.16K	-15.1%	▼ Trim	2
449	LFUS Littelfuse, Inc.	0.0%	$15.41M	45.41K	+24.4%	▲ Add	2
450	DDOG Datadog, Inc.	0.5%	$15.33M	129.83K	-18.9%	▼ Trim	2
451	BLD TopBuild Corp.	0.0%	$15.25M	43.42K	-14.0%	▼ Trim	2
452	CABO Cable One, Inc.	0.0%	$15.25M	167.22K	-1.8%	▼ Trim	2
453	EMR Emerson Electric Co.	0.0%	$15.21M	116.08K	-1.3%	▼ Trim	2
454	COP ConocoPhillips	0.0%	$15.14M	114.67K	+5.9%	▲ Add	2
455	WWD Woodward, Inc.	0.0%	$15.10M	42.20K	-64.9%	▼ Trim	2
456	INTU Intuit Inc.	0.8%	$14.78M	34.18K	-55.7%	▼ Trim	2
457	SNX TD Synnex Corp	0.0%	$14.68M	86.98K	-6.2%	▼ Trim	2
458	SON Sonoco Products Company	0.1%	$14.65M	270.81K	-2.2%	▼ Trim	2
459	WH Wyndham Hotels & Resorts…	0.0%	$14.58M	179.47K	-1.4%	▼ Trim	2
460	DD DuPont de Nemours, Inc.	0.0%	$14.55M	317.76K	+9.1%	▲ Add	2
461	EFA iShares MSCI EAFE ETF	0.2%	$14.41M	148.33K	+7.8%	▲ Add	2
462	ABT Abbott Laboratories	0.1%	$14.24M	138.70K	+0.6%	▲ Add	2
463	CDNS Cadence Design Systems, Inc.	0.5%	$14.20M	51.10K	-28.9%	▼ Trim	2
464	IOT Samsara Inc.	0.5%	$14.15M	446.65K	-9.9%	▼ Trim	2
465	VT Vanguard Total World Stock…	0.2%	$14.14M	102.22K	+11.4%	▲ Add	2
466	BAC Bank of America Corporation	0.3%	$14.08M	288.76K	-5.9%	▼ Trim	2
467	V Visa Inc.	3.8%	$13.99M	46.29K	+2.6%	▲ Add	2
468	MRVL Marvell Technology, Inc.	0.8%	$13.98M	141.11K	-26.7%	▼ Trim	2
469	ECL Ecolab Inc.	0.5%	$13.95M	52.45K	-27.9%	▼ Trim	2
470	EW Edwards Lifesciences…	0.9%	$13.95M	174.16K	-4.1%	▼ Trim	2
471	LMRI LUMEXA IMAGING HOLDINGS INC	0.0%	$13.84M	1.61M	Mới	New	1
472	SNOW Snowflake Inc.	0.4%	$13.75M	91.14K	+19.3%	▲ Add	2
473	VYM Vanguard High Dividend…	0.0%	$13.70M	92.49K	-2.0%	▼ Trim	2
474	KKR KKR & Co. Inc.	0.9%	$13.60M	147.03K	-12.7%	▼ Trim	2
475	VRTS Virtus Investment Partners…	0.0%	$13.60M	101.22K	+14.8%	▲ Add	2
476	ENB Enbridge Inc.	0.0%	$13.50M	249.38K	-0.8%	▼ Trim	2
477	IWV iShares Russell 3000 ETF	0.1%	$13.49M	36.40K	+0.4%	▲ Add	2
478	WST West Pharmaceutical…	0.6%	$13.32M	53.16K	-31.0%	▼ Trim	2
479	VLTO Veralto Corporation	0.4%	$13.29M	150.25K	-30.4%	▼ Trim	2
480	IJR iShares Core S&P Small-Cap…	0.3%	$13.25M	106.55K	+24.5%	▲ Add	2
481	ITW Illinois Tool Works Inc.	0.0%	$13.11M	50.37K	-2.6%	▼ Trim	2
482	LMT Lockheed Martin Corporation	0.0%	$13.06M	21.61K	-0.6%	▼ Trim	2
483	ACWI iShares MSCI ACWI ETF	0.2%	$13.04M	94.21K	-1.8%	▼ Trim	2
484	PLD Prologis, Inc.	0.0%	$13.03M	98.61K	+1.8%	▲ Add	2
485	VEA Vanguard FTSE Developed…	0.2%	$13.01M	202.97K	+4.4%	▲ Add	2
486	BRK-A Berkshire Hathaway Inc.	0.2%	$12.93M	18	0.0%	Held	2
487	SPOT Spotify Technology S.A.	0.7%	$12.79M	26.38K	+11.7%	▲ Add	2
488	VZ Verizon Communications Inc.	0.0%	$12.53M	249.69K	+10.2%	▲ Add	2
489	CSGP CoStar Group, Inc.	0.0%	$12.52M	310.37K	-82.3%	▼ Trim	2
490	DOW Dow Inc.	0.0%	$12.43M	298.38K	+10.1%	▲ Add	2
491	IVW iShares S&P 500 Growth ETF	0.0%	$12.39M	109.56K	-8.5%	▼ Trim	2
492	UNH UnitedHealth Group…	0.3%	$12.30M	45.47K	-2.0%	▼ Trim	2
493	EXPE Expedia Group, Inc.	0.0%	$12.30M	53.25K	-13.8%	▼ Trim	2
494	MWA Mueller Water Products, Inc.	0.0%	$12.26M	446.06K	-59.6%	▼ Trim	2
495	ADBE Adobe Inc.	0.0%	$12.25M	50.41K	-12.4%	▼ Trim	2
496	PGR The Progressive Corporation	0.5%	$12.24M	61.74K	-47.4%	▼ Trim	2
497	AMP Ameriprise Financial, Inc.	0.1%	$12.20M	27.45K	-6.0%	▼ Trim	2
498	GOOG Alphabet Inc.	3.2%	$12.20M	42.52K	-10.8%	▼ Trim	2
499	ARES Ares Management Corporation	0.3%	$12.13M	111.21K	-18.4%	▼ Trim	2
500	NSC Norfolk Southern Corporation	0.0%	$12.09M	42.13K	+8.8%	▲ Add	2

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
BAIV	2.78M	—	Mới	$66.35M	0.1%
LNTH Lantheus Holdings, Inc.	687.61K	—	Mới	$52.15M	0.1%
VVV Valvoline Inc.	1.24M	—	Mới	$41.86M	0.1%
FCN FTI Consulting, Inc.	195.21K	—	Mới	$34.51M	0.1%
GH Guardant Health, Inc.	329.56K	—	Mới	$30.44M	0.1%
FFBC First Financial Bancorp.	1.07M	—	Mới	$29.86M	0.0%
SMPL The Simply Good Foods…	1.16M	—	Mới	$16.64M	0.0%
LMRI	1.71M	—	Mới	$14.66M	0.0%
KNF Knife River Corporation	152.65K	—	Mới	$12.46M	0.0%
QTWO Q2 Holdings, Inc.	220.60K	—	Mới	$10.43M	0.0%
RYN Rayonier Inc. REIT	347.31K	—	Mới	$7.16M	0.0%
IDEV iShares Core MSCI…	44.27K	—	Mới	$3.70M	0.0%
TBLA Taboola.com Ltd.	872.52K	—	Mới	$2.70M	0.0%
RDDT Reddit, Inc.	19.63K	—	Mới	$2.64M	0.0%
WDFC WD-40 Company	8.68K	—	Mới	$1.77M	0.0%
PNFP Pinnacle Financial…	19.64K	—	Mới	$1.69M	0.0%
NICE NICE Ltd.	13.57K	—	Mới	$1.50M	0.0%
PBR-A Petróleo Brasileiro…	69.83K	—	Mới	$1.31M	0.0%
TX Ternium S.A.	24.87K	—	Mới	$998,611	0.0%
TCBX Third Coast Bancshares…	22.73K	—	Mới	$859,800	0.0%
SNDK Sandisk Corporation	1.28K	—	Mới	$812,982	0.0%
STRL Sterling…	1.95K	—	Mới	$792,026	0.0%
DFSE	16.64K	—	Mới	$705,201	0.0%
ORA Ormat Technologies, Inc.	5.92K	—	Mới	$663,102	0.0%
SYRE Spyre Therapeutics, Inc.	12.40K	—	Mới	$625,456	0.0%
CART Maplebear Inc.	15.49K	—	Mới	$580,330	0.0%
MYRG MYR Group Inc.	2.03K	—	Mới	$572,693	0.0%
BNDX Vanguard Total…	11.05K	—	Mới	$531,145	0.0%
FLG Flagstar Financial, Inc.	39.50K	—	Mới	$520,215	0.0%
GGG Graco Inc.	6.01K	—	Mới	$508,878	0.0%
VSNT Versant Media Group…	13.49K	—	Mới	$499,478	0.0%
GUNR FlexShares Morningstar…	9.04K	—	Mới	$498,371	0.0%
NXT Nextpower Inc.	3.93K	—	Mới	$473,936	0.0%
GARP	7.29K	—	Mới	$466,469	0.0%
DFAU Dimensional - US Core…	10.13K	—	Mới	$456,885	0.0%
R Ryder System, Inc.	2.20K	—	Mới	$450,362	0.0%
SWX Southwest Gas Holdings…	5.04K	—	Mới	$438,410	0.0%
TSME	10.48K	—	Mới	$435,675	0.0%
BG Bunge Global S.A.	3.15K	—	Mới	$400,171	0.0%
KB KB Financial Group Inc.	3.95K	—	Mới	$393,734	0.0%
HSBC HSBC Holdings plc	4.65K	—	Mới	$383,341	0.0%
BILS State Street SPDR…	3.80K	—	Mới	$377,872	0.0%
SMFG Sumitomo Mitsui…	18.86K	—	Mới	$372,449	0.0%
GLTR abrdn Physical Precious…	1.69K	—	Mới	$368,981	0.0%
JIVE JPMorgan International…	4.08K	—	Mới	$349,067	0.0%
U Unity Software Inc.	15.72K	—	Mới	$344,897	0.0%
GSBD Goldman Sachs BDC, Inc.	38.20K	—	Mới	$339,207	0.0%
BNS The Bank of Nova Scotia	4.74K	—	Mới	$328,668	0.0%
UBS UBS Group AG	8.29K	—	Mới	$324,047	0.0%
BMO Bank of Montreal	2.37K	—	Mới	$320,891	0.0%
MTZ MasTec, Inc.	983	—	Mới	$316,379	0.0%
DMXF	4.00K	—	Mới	$301,800	0.0%
SYF Synchrony Financial	4.42K	—	Mới	$300,716	0.0%
SHG Shinhan Financial Group…	4.52K	—	Mới	$277,412	0.0%
AEIS Advanced Energy…	858	—	Mới	$276,803	0.0%
AKAM Akamai Technologies…	2.40K	—	Mới	$275,066	0.0%
WBS Webster Financial…	3.96K	—	Mới	$274,903	0.0%
IGF iShares Global…	3.99K	—	Mới	$267,397	0.0%
PDX	12.02K	—	Mới	$265,205	0.0%
SEDG SolarEdge Technologies…	5.14K	—	Mới	$262,207	0.0%
FENI Fidelity Enhanced…	7.00K	—	Mới	$260,413	0.0%
WLK Westlake Corporation	2.23K	—	Mới	$260,073	0.0%
WF Woori Financial Group…	3.79K	—	Mới	$252,614	0.0%
QXO QXO, Inc.	12.80K	—	Mới	$248,576	0.0%
CAVA CAVA Group, Inc.	3.06K	—	Mới	$247,950	0.0%
FNDX Schwab Fundamental U.S.…	8.90K	—	Mới	$247,809	0.0%
RUN Sunrun Inc.	16.81K	—	Mới	$227,971	0.0%
HL Hecla Mining Company	12.22K	—	Mới	$227,679	0.0%
ETD Ethan Allen Interiors…	10.10K	—	Mới	$224,826	0.0%
EVTR Eaton Vance Total…	4.39K	—	Mới	$223,046	0.0%
NGG National Grid plc	2.60K	—	Mới	$220,045	0.0%
ING ING Groep N.V.	8.41K	—	Mới	$219,147	0.0%
DISV Dimensional -…	5.52K	—	Mới	$217,867	0.0%
FNDA Schwab Fundamental U.S.…	6.60K	—	Mới	$214,135	0.0%
PESI	20.00K	—	Mới	$213,800	0.0%
SCL Stepan Co	4.20K	—	Mới	$209,666	0.0%
SCHC Schwab International…	4.47K	—	Mới	$208,797	0.0%
TEX Terex Corporation	3.53K	—	Mới	$208,741	0.0%
AER AerCap Holdings N.V.	1.51K	—	Mới	$207,553	0.0%
MTSI MACOM Technology…	932	—	Mới	$206,979	0.0%
IBN ICICI Bank Limited	7.96K	—	Mới	$206,034	0.0%
TSN Tyson Foods, Inc.	3.16K	—	Mới	$202,269	0.0%
TRP TC Energy Corporation	3.23K	—	Mới	$202,135	0.0%
IESC IES Holdings, Inc.	420	—	Mới	$200,117	0.0%
FMC FMC Corporation	10.68K	—	Mới	$183,978	0.0%
VIV Telefônica Brasil S.A.	11.45K	—	Mới	$182,138	0.0%
UMC United Microelectronics…	16.62K	—	Mới	$149,248	0.0%
TME Tencent Music…	11.28K	—	Mới	$104,706	0.0%
WIT Wipro Limited	38.01K	—	Mới	$80,581	0.0%
OPEN Opendoor Technologies…	16.33K	—	Mới	$76,406	0.0%
MBLY Mobileye Global Inc.	10.00K	—	Mới	$68,700	0.0%
ABEV Ambev S.A.	19.98K	—	Mới	$58,350	0.0%
DNUT Krispy Kreme, Inc.	16.34K	—	Mới	$55,396	0.0%
ENIC	10.52K	—	Mới	$41,437	0.0%
ELUT	20.14K	—	Mới	$21,142	0.0%
BYND Beyond Meat, Inc.	14.15K	—	Mới	$9,930	0.0%
AMC AMC Entertainment…	10.00K	—	Mới	$9,800	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
V Visa Inc.	7.60M	7.40M	+2.6%	$2.30B	3.8%
MA Mastercard Incorporated	3.49M	3.16M	+10.4%	$1.74B	2.9%
BAFE Brown Advisory Flexible…	56.20M	54.54M	+3.0%	$1.42B	2.3%
IVV iShares Core S&P 500 ETF	1.72M	1.42M	+21.1%	$1.12B	1.8%
AAPL Apple Inc.	4.01M	3.89M	+3.1%	$1.02B	1.7%
VTI Vanguard Morningstar…	2.21M	2.17M	+1.7%	$708.70M	1.2%
ADSK Autodesk, Inc.	2.56M	2.28M	+12.3%	$614.03M	1.0%
EFX Equifax Inc.	3.65M	2.81M	+29.9%	$657.05M	1.1%
SPY State Street SPDR S&P…	968.77K	919.44K	+5.4%	$630.03M	1.0%
BKNG Booking Holdings Inc.	120.37K	105.85K	+13.7%	$506.81M	0.8%
ZTS Zoetis Inc.	4.19M	4.05M	+3.5%	$495.12M	0.8%
SPOT Spotify Technology S.A.	932.15K	834.72K	+11.7%	$452.02M	0.7%
MELI MercadoLibre, Inc.	240.02K	15.36K	+1462.4%	$415.00M	0.7%
WDAY Workday, Inc.	1.94M	1.71M	+13.4%	$251.95M	0.4%
EAGL	11.61M	6.77M	+71.4%	$353.09M	0.6%
CTAS Cintas Corporation	1.89M	868.22K	+118.2%	$320.49M	0.5%
BASV	11.82M	9.25M	+27.8%	$318.48M	0.5%
ALLE Allegion plc	1.94M	1.94M	+0.1%	$282.24M	0.5%
SNOW Snowflake Inc.	1.63M	1.37M	+19.3%	$246.58M	0.4%
WCN Waste Connections, Inc.	1.70M	1.68M	+1.4%	$276.21M	0.5%
PANW Palo Alto Networks, Inc.	1.75M	141.12K	+1138.5%	$280.22M	0.5%
VOO Vanguard S&P 500 ETF	452.12K	419.59K	+7.8%	$270.16M	0.4%
JNJ Johnson & Johnson	999.64K	984.51K	+1.5%	$244.35M	0.4%
VEU Vanguard FTSE All-World…	2.87M	2.65M	+8.4%	$215.53M	0.4%
VIG Vanguard Dividend…	986.33K	978.76K	+0.8%	$212.12M	0.3%
RSP Invesco S&P 500 Equal…	948.86K	858.87K	+10.5%	$182.10M	0.3%
ELV Elevance Health Inc.	540.60K	499.94K	+8.1%	$158.26M	0.3%
TKR The Timken Company	1.71M	1.27M	+34.5%	$172.26M	0.3%
IJR iShares Core S&P…	1.31M	1.05M	+24.5%	$162.96M	0.3%
MRK Merck & Co., Inc.	1.34M	1.30M	+2.8%	$161.34M	0.3%
IWD iShares Russell 1000…	738.84K	619.82K	+19.2%	$157.87M	0.3%
IJT iShares S&P Small-Cap…	1.05M	836.15K	+25.0%	$151.29M	0.2%
VT Vanguard Total World…	1.03M	920.28K	+11.4%	$141.83M	0.2%
GOVT iShares U.S. Treasury…	6.10M	2.91M	+109.5%	$139.76M	0.2%
PG The Procter & Gamble…	910.97K	876.46K	+3.9%	$131.58M	0.2%
BIPC Brookfield…	3.10M	2.82M	+9.6%	$122.32M	0.2%
LLY Eli Lilly and Company	119.39K	118.58K	+0.7%	$109.81M	0.2%
MDLZ Mondelez International…	2.21M	1.69M	+30.4%	$127.34M	0.2%
AS Amer Sports, Inc.	3.57M	3.37M	+5.7%	$117.39M	0.2%
GLD SPDR Gold Shares	245.85K	235.76K	+4.3%	$105.79M	0.2%
VEA Vanguard FTSE Developed…	1.59M	1.52M	+4.4%	$101.85M	0.2%
CEG Constellation Energy…	317.38K	284.93K	+11.4%	$88.63M	0.1%
EFA iShares MSCI EAFE ETF	1.00M	929.30K	+7.8%	$97.30M	0.2%
IEMG iShares Core MSCI…	1.39M	1.12M	+24.1%	$97.12M	0.2%
BTSG BrightSpring Health…	2.17M	1.95M	+11.2%	$92.32M	0.2%
QQQ Invesco QQQ Trust…	144.31K	141.87K	+1.7%	$83.29M	0.1%
CSCO Cisco Systems, Inc.	1.09M	1.06M	+2.6%	$84.58M	0.1%
USFD US Foods Holding Corp.	914.48K	850.03K	+7.6%	$84.32M	0.1%
IBM International Business…	279.95K	273.61K	+2.3%	$67.86M	0.1%
TLN Talen Energy Corporation	249.56K	157.61K	+58.3%	$79.67M	0.1%
IEFA iShares Core MSCI EAFE…	857.80K	720.09K	+19.1%	$77.66M	0.1%
ILMN Illumina, Inc.	592.38K	589.17K	+0.5%	$73.02M	0.1%
IWB iShares Russell 1000 ETF	203.91K	201.87K	+1.0%	$72.71M	0.1%
ALGN Align Technology, Inc.	434.11K	432.18K	+0.4%	$74.42M	0.1%
SAP SAP SE	427.15K	5.36K	+7867.8%	$73.13M	0.1%
IDXX IDEXX Laboratories, Inc.	108.05K	107.57K	+0.4%	$60.71M	0.1%
OLED Universal Display…	648.27K	619.27K	+4.7%	$59.42M	0.1%
CWK Cushman & Wakefield plc	4.80M	4.45M	+7.9%	$58.89M	0.1%
ANDG	2.44M	1.13M	+115.4%	$66.35M	0.1%
GWRE Guidewire Software, Inc.	433.82K	222.46K	+95.0%	$64.88M	0.1%
UL Unilever PLC	979.49K	978.08K	+0.1%	$55.80M	0.1%
ABT Abbott Laboratories	512.76K	509.77K	+0.6%	$52.65M	0.1%
HEI-A HEICO Corporation	301.12K	51.49K	+484.9%	$63.56M	0.1%
CAT Caterpillar Inc.	87.57K	81.48K	+7.5%	$62.04M	0.1%
IWV iShares Russell 3000 ETF	160.44K	159.82K	+0.4%	$59.47M	0.1%
TBBK The Bancorp, Inc.	916.79K	905.88K	+1.2%	$49.26M	0.1%
KO The Coca-Cola Company	770.99K	758.96K	+1.6%	$58.63M	0.1%
RTX RTX Corporation	301.03K	277.65K	+8.4%	$58.07M	0.1%
PEP PepsiCo, Inc.	369.03K	343.62K	+7.4%	$57.31M	0.1%
FUL H.B. Fuller Company	919.13K	796.48K	+15.4%	$56.69M	0.1%
DFAS Dimensional - US Small…	790.07K	718.94K	+9.9%	$56.20M	0.1%
FSV FirstService Corporation	399.18K	330.98K	+20.6%	$55.46M	0.1%
C Citigroup Inc.	474.70K	474.17K	+0.1%	$53.84M	0.1%
DOV Dover Corporation	259.04K	256.26K	+1.1%	$54.00M	0.1%
AXON Axon Enterprise, Inc.	123.84K	7.27K	+1603.0%	$52.59M	0.1%
LIN Linde plc	105.99K	104.48K	+1.4%	$52.55M	0.1%
VMC Vulcan Materials Company	191.80K	173.36K	+10.6%	$52.23M	0.1%
TOWN TowneBank	1.54M	1.52M	+1.7%	$51.87M	0.1%
TMO Thermo Fisher…	92.43K	89.22K	+3.6%	$45.43M	0.1%
APH Amphenol Corporation	367.93K	365.37K	+0.7%	$46.49M	0.1%
CVX Chevron Corporation	236.61K	235.63K	+0.4%	$48.96M	0.1%
WLY John Wiley & Sons, Inc.	1.21M	1.04M	+16.0%	$46.08M	0.1%
ST Sensata Technologies…	1.30M	1.15M	+13.2%	$45.96M	0.1%
IGT International Game…	3.18M	2.90M	+10.0%	$40.56M	0.1%
KMTS	1.72M	1.69M	+2.1%	$34.35M	0.1%
ALNY Alnylam…	133.95K	24.86K	+438.9%	$44.32M	0.1%
ORCL Oracle Corporation	247.00K	227.03K	+8.8%	$36.34M	0.1%
AMGN Amgen Inc.	122.88K	122.30K	+0.5%	$43.24M	0.1%
HEI HEICO Corporation	137.72K	131.54K	+4.7%	$37.76M	0.1%
CMCSA Comcast Corporation	1.36M	1.33M	+1.9%	$38.94M	0.1%
BND Vanguard Total Bond…	510.77K	342.88K	+49.0%	$37.61M	0.1%
WSO Watsco, Inc.	102.90K	2.48K	+4045.8%	$37.43M	0.1%
DELL Dell Technologies Inc.	221.80K	214.40K	+3.5%	$36.40M	0.1%
IWR iShares Russell Mid-Cap…	373.72K	370.96K	+0.7%	$36.34M	0.1%
CRM Salesforce, Inc.	144.99K	135.40K	+7.1%	$27.06M	0.0%
GEV GE Vernova Inc.	38.42K	36.11K	+6.4%	$33.54M	0.1%
URTH iShares MSCI World ETF	186.04K	85.76K	+116.9%	$33.49M	0.1%
VYX NCR Voyix Corporation	3.30M	3.25M	+1.5%	$20.89M	0.0%
ICUI ICU Medical, Inc.	241.77K	227.41K	+6.3%	$31.22M	0.1%
AVNS Avanos Medical, Inc.	2.23M	1.94M	+15.3%	$31.26M	0.1%
ACHC Acadia Healthcare…	1.34M	660.26K	+102.3%	$31.24M	0.1%
IEF iShares 7-10 Year…	325.30K	259.81K	+25.2%	$31.05M	0.1%
PWR Quanta Services, Inc.	56.40K	56.34K	+0.1%	$30.97M	0.1%
XLE State Street Energy…	500.59K	500.37K	0.0%	$30.67M	0.1%
AGG iShares Core U.S.…	305.92K	294.92K	+3.7%	$30.37M	0.1%
OEF iShares S&P 100 ETF	94.79K	62.14K	+52.5%	$30.15M	0.1%
SNY Sanofi	622.61K	541.12K	+15.1%	$30.00M	0.0%
MS Morgan Stanley	171.31K	168.12K	+1.9%	$28.19M	0.0%
MDT Medtronic plc	303.43K	300.88K	+0.8%	$26.29M	0.0%
NVS Novartis AG	189.17K	188.41K	+0.4%	$28.90M	0.0%
DE Deere & Company	51.08K	50.42K	+1.3%	$28.77M	0.0%
HON Honeywell International…	119.98K	83.52K	+43.7%	$27.12M	0.0%
PEBO Peoples Bancorp Inc.	823.21K	692.90K	+18.8%	$27.06M	0.0%
WFC Wells Fargo & Company	301.40K	287.53K	+4.8%	$23.99M	0.0%
IJH iShares Core S&P…	394.67K	341.99K	+15.4%	$26.65M	0.0%
CDRE Cadre Holdings, Inc.	855.95K	574.59K	+49.0%	$26.26M	0.0%
CTVA Corteva, Inc.	309.81K	271.35K	+14.2%	$25.93M	0.0%
IWP iShares Russell Mid-Cap…	193.77K	161.82K	+19.8%	$24.83M	0.0%
WPC W. P. Carey Inc.	363.29K	362.13K	+0.3%	$24.69M	0.0%
SW Smurfit Westrock plc	619.37K	529.62K	+16.9%	$24.68M	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
MSFT Microsoft Corporation	9.72M	10.75M	-9.6%	$3.60B	5.9%
GOOG Alphabet Inc.	6.76M	7.58M	-10.8%	$1.94B	3.2%
AMZN Amazon.com, Inc.	7.64M	9.33M	-18.0%	$1.59B	2.6%
NVDA NVIDIA Corporation	9.74M	11.24M	-13.3%	$1.70B	2.8%
TSM Taiwan Semiconductor…	6.14M	6.47M	-5.1%	$2.08B	3.4%
INTU Intuit Inc.	1.12M	2.54M	-55.7%	$486.38M	0.8%
SCHW The Charles Schwab…	9.14M	12.20M	-25.0%	$859.17M	1.4%
GE GE Aerospace	2.62M	3.17M	-17.3%	$744.62M	1.2%
KKR KKR & Co. Inc.	6.03M	6.91M	-12.7%	$558.05M	0.9%
ISRG Intuitive Surgical, Inc.	1.27M	1.52M	-16.5%	$584.99M	1.0%
AVGO Broadcom Inc.	2.43M	2.48M	-2.1%	$750.67M	1.2%
DHR Danaher Corporation	2.93M	3.49M	-16.1%	$554.89M	0.9%
UBER Uber Technologies, Inc.	6.34M	8.57M	-26.1%	$455.69M	0.7%
PGR The Progressive…	1.55M	2.94M	-47.4%	$307.21M	0.5%
GOOGL Alphabet Inc.	2.07M	2.10M	-1.6%	$594.79M	1.0%
META Meta Platforms, Inc.	866.72K	977.29K	-11.3%	$495.88M	0.8%
EW Edwards Lifesciences…	7.03M	7.33M	-4.1%	$562.92M	0.9%
MRVL Marvell Technology, Inc.	4.97M	6.79M	-26.7%	$492.68M	0.8%
FERG Ferguson plc	2.18M	2.50M	-12.8%	$509.30M	0.8%
CARR Carrier Global…	8.09M	10.23M	-20.9%	$455.76M	0.7%
WST West Pharmaceutical…	1.34M	1.94M	-31.0%	$336.08M	0.6%
CDNS Cadence Design Systems…	1.20M	1.68M	-28.9%	$332.67M	0.5%
BRK-B Berkshire Hathaway Inc.	1.01M	1.05M	-3.1%	$485.20M	0.8%
AJG Arthur J. Gallagher &…	1.58M	2.03M	-22.1%	$342.27M	0.6%
NOW ServiceNow, Inc.	1.46M	3.34M	-56.2%	$152.77M	0.3%
BASG	17.05M	18.73M	-9.0%	$387.27M	0.6%
ASML ASML Holding N.V.	330.56K	452.25K	-26.9%	$436.62M	0.7%
DDOG Datadog, Inc.	2.81M	3.46M	-18.9%	$331.42M	0.5%
MPWR Monolithic Power…	379.90K	500.75K	-24.1%	$415.38M	0.7%
HDB HDFC Bank Limited	9.56M	11.93M	-19.8%	$237.96M	0.4%
AZO AutoZone, Inc.	124.20K	128.13K	-3.1%	$419.52M	0.7%
VLTO Veralto Corporation	3.01M	4.32M	-30.4%	$265.98M	0.4%
DT Dynatrace, Inc.	2.55M	9.65M	-73.5%	$94.42M	0.2%
IOT Samsara Inc.	10.10M	11.21M	-9.9%	$320.03M	0.5%
ECL Ecolab Inc.	1.08M	1.50M	-27.9%	$288.53M	0.5%
JPM JPMorgan Chase & Co.	1.22M	1.22M	-0.2%	$358.88M	0.6%
ARES Ares Management…	1.95M	2.39M	-18.4%	$212.88M	0.3%
ABNB Airbnb, Inc.	2.30M	2.71M	-15.1%	$290.54M	0.5%
COST Costco Wholesale…	317.76K	390.07K	-18.5%	$316.63M	0.5%
VRSK Verisk Analytics, Inc.	37.38K	1.50M	-97.5%	$7.09M	0.0%
XONA.DE Exxon Mobil Corporation	1.85M	1.87M	-1.2%	$313.19M	0.5%
SHOP Shopify Inc.	1.49M	1.74M	-14.6%	$176.81M	0.3%
IWF iShares Russell 1000…	502.08K	536.84K	-6.5%	$214.09M	0.4%
IWM iShares Russell 2000 ETF	981.68K	1.02M	-3.6%	$243.46M	0.4%
UNH UnitedHealth Group…	721.55K	736.22K	-2.0%	$195.25M	0.3%
URI United Rentals, Inc.	266.80K	271.50K	-1.7%	$194.38M	0.3%
BAC Bank of America…	3.76M	3.99M	-5.9%	$183.22M	0.3%
HLT Hilton Worldwide…	480.48K	758.40K	-36.6%	$146.11M	0.2%
OII Oceaneering…	5.79M	7.43M	-22.1%	$205.32M	0.3%
FCNCA First Citizens…	87.12K	93.62K	-6.9%	$164.20M	0.3%
ABBV AbbVie Inc.	874.73K	874.94K	0.0%	$190.25M	0.3%
BX Blackstone Inc.	1.18M	1.24M	-4.8%	$135.45M	0.2%
SU Suncor Energy Inc.	2.80M	3.25M	-13.9%	$185.10M	0.3%
NFLX Netflix, Inc.	1.37M	1.97M	-30.3%	$131.86M	0.2%
ADI Analog Devices, Inc.	555.19K	560.66K	-1.0%	$176.63M	0.3%
TJX The TJX Companies, Inc.	1.09M	1.11M	-1.5%	$174.57M	0.3%
CCCS CCC Intelligent…	16.19M	19.77M	-18.1%	$97.15M	0.2%
TROW T. Rowe Price Group…	513.17K	1.50M	-65.7%	$46.26M	0.1%
LOW Lowe's Companies, Inc.	613.58K	624.51K	-1.8%	$144.98M	0.2%
FICO Fair Isaac Corporation	7.53K	87.44K	-91.4%	$8.04M	0.0%
ESTA Establishment Labs…	1.53M	1.99M	-23.4%	$86.70M	0.1%
KLAC KLA Corporation	95.74K	109.49K	-12.6%	$140.97M	0.2%
HQY HealthEquity, Inc.	1.41M	1.52M	-6.8%	$118.07M	0.2%
PB Prosperity Bancshares…	1.57M	2.01M	-22.0%	$105.16M	0.2%
SPGI S&P Global Inc.	229.02K	257.16K	-10.9%	$97.41M	0.2%
TDG TransDigm Group…	28.73K	97.11K	-70.4%	$33.30M	0.1%
CSGP CoStar Group, Inc.	337.02K	1.91M	-82.3%	$13.60M	0.0%
TMUS T-Mobile US, Inc.	313.63K	609.38K	-48.5%	$65.87M	0.1%
AIG American International…	1.29M	1.43M	-9.9%	$96.96M	0.2%
TT Trane Technologies plc	205.02K	308.92K	-33.6%	$85.44M	0.1%
GNRC Generac Holdings Inc.	436.74K	874.27K	-50.0%	$85.31M	0.1%
ACGL Arch Capital Group Ltd.	1.16M	1.18M	-1.7%	$111.59M	0.2%
BRKR Bruker Corporation	1.78M	2.41M	-26.1%	$64.31M	0.1%
NPO EnPro Industries, Inc.	399.82K	513.46K	-22.1%	$100.22M	0.2%
AKRE Akre Focus ETF	1.22M	1.64M	-25.8%	$64.42M	0.1%
HD The Home Depot, Inc.	302.49K	305.31K	-0.9%	$99.49M	0.2%
BFAM Bright Horizons Family…	670.39K	1.00M	-33.2%	$55.06M	0.1%
VGSH Vanguard Short-Term…	588.28K	1.71M	-65.7%	$34.44M	0.1%
AXP American Express Company	271.47K	271.78K	-0.1%	$82.12M	0.1%
ACWI iShares MSCI ACWI ETF	692.58K	705.24K	-1.8%	$95.83M	0.2%
SARO StandardAero, Inc.	2.86M	3.39M	-15.4%	$73.99M	0.1%
EHC Encompass Health…	693.15K	912.76K	-24.1%	$67.05M	0.1%
DKNG DraftKings Inc.	1.88M	2.71M	-30.9%	$40.58M	0.1%
TECH Bio-Techne Corporation	1.45M	1.54M	-6.0%	$75.83M	0.1%
OPLN OPENLANE, Inc.	2.17M	3.02M	-28.1%	$63.18M	0.1%
VGT Vanguard Information…	116.06K	117.00K	-0.8%	$80.98M	0.1%
EXP Eagle Materials Inc.	343.28K	424.84K	-19.2%	$65.03M	0.1%
NOMD Nomad Foods Limited	6.52M	7.00M	-6.9%	$62.64M	0.1%
VMI Valmont Industries, Inc.	170.19K	210.66K	-19.2%	$68.00M	0.1%
CNI Canadian National…	489.82K	855.54K	-42.8%	$50.34M	0.1%
CW Curtiss-Wright…	114.64K	152.41K	-24.8%	$78.09M	0.1%
SLB Slb N.V.	1.62M	2.06M	-21.3%	$83.22M	0.1%
CASY Casey's General Stores…	74.37K	150.18K	-50.5%	$54.13M	0.1%
LSCC Lattice Semiconductor…	700.74K	1.10M	-36.3%	$65.00M	0.1%
VWO Vanguard FTSE Emerging…	1.40M	1.46M	-4.1%	$75.54M	0.1%
NATL NCR Atleos Corporation	1.18M	2.05M	-42.6%	$51.22M	0.1%
ODFL Old Dominion Freight…	394.72K	486.37K	-18.8%	$77.13M	0.1%
VEEV Veeva Systems Inc.	45.42K	341.73K	-86.7%	$7.98M	0.0%
SITM SiTime Corporation	142.90K	215.54K	-33.7%	$49.35M	0.1%
AIT Applied Industrial…	234.99K	283.88K	-17.2%	$62.35M	0.1%
ENTG Entegris, Inc.	617.81K	864.00K	-28.5%	$72.43M	0.1%
SCHB Schwab U.S. Broad…	2.71M	2.73M	-0.6%	$68.05M	0.1%
NGVT Ingevity Corporation	992.02K	1.04M	-4.7%	$70.66M	0.1%
IWO iShares Russell 2000…	174.09K	217.61K	-20.0%	$54.63M	0.1%
MDY State Street SPDR S&P…	111.40K	113.79K	-2.1%	$68.71M	0.1%
MCW	7.49M	12.13M	-38.3%	$52.18M	0.1%
AMP Ameriprise Financial…	125.02K	133.08K	-6.0%	$55.56M	0.1%
CWST Casella Waste Systems…	649.49K	662.63K	-2.0%	$51.53M	0.1%
NOVT Novanta Inc.	458.54K	544.17K	-15.7%	$54.16M	0.1%
ZWS Zurn Elkay Water…	822.62K	1.38M	-40.2%	$36.89M	0.1%
ACN Accenture plc	209.87K	232.89K	-9.9%	$41.61M	0.1%
ECVT Ecovyst Inc.	4.84M	5.02M	-3.6%	$62.27M	0.1%
VTOL Bristow Group Inc.	1.31M	1.35M	-3.3%	$61.33M	0.1%
APO Apollo Global…	384.12K	422.85K	-9.2%	$42.80M	0.1%
MSA MSA Safety Incorporated	322.45K	380.32K	-15.2%	$52.87M	0.1%
EGP EastGroup Properties…	270.56K	339.90K	-20.4%	$50.08M	0.1%
ADP Automatic Data…	234.65K	235.35K	-0.3%	$47.68M	0.1%
AAON AAON, Inc.	672.85K	785.14K	-14.3%	$55.68M	0.1%
KAI Kadant Inc.	172.47K	205.19K	-15.9%	$50.42M	0.1%
TTD The Trade Desk, Inc.	14.86K	1.52M	-99.0%	$337,196	0.0%

Chứng khoán	Cổ phần	Trước đó	Thay đổi	Giá trị	Tỷ trọng
CFLT Confluent, Inc.	—	2.94M	Thoát	$88.97M	0.1%
CWAN Clearwater Analytics…	—	2.58M	Thoát	$62.25M	0.1%
OS OneStream, Inc. Class A…	—	3.38M	Thoát	$62.06M	0.1%
PPLI People Incorporated	—	630.50K	Thoát	$24.65M	0.0%
GLOB Globant S.A.	—	352.61K	Thoát	$23.05M	0.0%
WHD Cactus, Inc.	—	431.88K	Thoát	$19.73M	0.0%
SAIL SailPoint, Inc.	—	793.12K	Thoát	$16.04M	0.0%
PHR Phreesia, Inc.	—	510.86K	Thoát	$8.64M	0.0%
PCH PotlatchDeltic…	—	190.22K	Thoát	$7.57M	0.0%
SUSA iShares ESG Optimized…	—	38.29K	Thoát	$5.34M	0.0%
ASND Ascendis Pharma A/S	—	24.54K	Thoát	$5.23M	0.0%
LFST LifeStance Health…	—	389.12K	Thoát	$2.74M	0.0%
NTRA Natera, Inc.	—	4.66K	Thoát	$1.07M	0.0%
EXAS Exact Sciences…	—	8.06K	Thoát	$818,472	0.0%
STE STERIS plc	—	3.09K	Thoát	$783,630	0.0%
VIK Viking Holdings Ltd	—	10.62K	Thoát	$758,588	0.0%
CDW CDW Corporation	—	5.56K	Thoát	$757,000	0.0%
XRAY DENTSPLY SIRONA Inc.	—	56.21K	Thoát	$642,526	0.0%
EPAM EPAM Systems, Inc.	—	2.98K	Thoát	$609,928	0.0%
SNV Synovus Financial Corp.	—	10.81K	Thoát	$540,841	0.0%
MIDD The Middleby Corporation	—	3.52K	Thoát	$523,764	0.0%
KDP Keurig Dr Pepper Inc.	—	18.59K	Thoát	$520,790	0.0%
GSY Invesco Ultra Short…	—	9.90K	Thoát	$497,374	0.0%
GFEB	—	11.87K	Thoát	$492,753	0.0%
SCI Service Corporation…	—	6.24K	Thoát	$486,575	0.0%
MORN Morningstar, Inc.	—	2.22K	Thoát	$481,877	0.0%
BL BlackLine, Inc.	—	8.63K	Thoát	$477,429	0.0%
ABG Asbury Automotive…	—	1.98K	Thoát	$460,177	0.0%
LAD Lithia Motors, Inc.	—	1.25K	Thoát	$415,745	0.0%
JPST JPMorgan Ultra-Short…	—	7.63K	Thoát	$385,799	0.0%
OC Owens Corning	—	3.29K	Thoát	$368,366	0.0%
IJJ iShares S&P Mid-Cap 400…	—	2.75K	Thoát	$361,609	0.0%
OKLO Oklo Inc.	—	4.96K	Thoát	$355,571	0.0%
VTYX	—	37.16K	Thoát	$335,555	0.0%
PPL PPL Corporation	—	9.56K	Thoát	$334,775	0.0%
SOFI SoFi Technologies, Inc.	—	12.71K	Thoát	$332,630	0.0%
AOS A. O. Smith Corporation	—	4.64K	Thoát	$310,377	0.0%
GFI Gold Fields Limited	—	7.09K	Thoát	$309,680	0.0%
THO Thor Industries, Inc.	—	2.80K	Thoát	$287,373	0.0%
MDB MongoDB, Inc.	—	676	Thoát	$283,710	0.0%
SCHO Schwab Short-Term U.S.…	—	11.52K	Thoát	$280,706	0.0%
WHR Whirlpool Corporation	—	3.87K	Thoát	$279,398	0.0%
DFGR	—	10.44K	Thoát	$275,798	0.0%
ETHE	—	11.20K	Thoát	$273,041	0.0%
AU AngloGold Ashanti plc	—	3.19K	Thoát	$272,470	0.0%
FTCS First Trust Capital…	—	2.90K	Thoát	$268,283	0.0%
XLRE State Street Real…	—	6.62K	Thoát	$267,157	0.0%
TTEK Tetra Tech, Inc.	—	7.84K	Thoát	$262,845	0.0%
MANH Manhattan Associates…	—	1.49K	Thoát	$257,447	0.0%
GDXJ VanEck Junior Gold…	—	2.26K	Thoát	$256,915	0.0%
KD Kyndryl Holdings, Inc.	—	9.58K	Thoát	$254,544	0.0%
INGR Ingredion Incorporated	—	2.27K	Thoát	$249,805	0.0%
ACWV iShares MSCI Global Min…	—	2.10K	Thoát	$249,375	0.0%
FLR Fluor Corporation	—	6.18K	Thoát	$244,913	0.0%
FTRE Fortrea Holdings Inc.	—	14.16K	Thoát	$244,190	0.0%
CYBR CyberArk Software Ltd.	—	543	Thoát	$242,211	0.0%
STRA Strategic Education…	—	3.00K	Thoát	$240,279	0.0%
RYAN Ryan Specialty…	—	4.62K	Thoát	$238,411	0.0%
RACE Ferrari N.V.	—	637	Thoát	$235,410	0.0%
JHMM John Hancock…	—	3.48K	Thoát	$227,805	0.0%
DXJ WisdomTree Japan Hedged…	—	1.58K	Thoát	$227,629	0.0%
TWLO Twilio Inc.	—	1.59K	Thoát	$226,081	0.0%
ENSG The Ensign Group, Inc.	—	1.30K	Thoát	$225,988	0.0%
HUM Humana Inc.	—	880	Thoát	$225,394	0.0%
ASO Academy Sports and…	—	4.40K	Thoát	$219,824	0.0%
GPN Global Payments Inc.	—	2.84K	Thoát	$219,605	0.0%
SCCO Southern Copper…	—	1.53K	Thoát	$219,079	0.0%
INVX Innovex International…	—	10.00K	Thoát	$218,700	0.0%
GSLC Goldman Sachs…	—	1.65K	Thoát	$217,923	0.0%
MC Moelis & Company	—	3.12K	Thoát	$214,595	0.0%
IHF	—	4.38K	Thoát	$210,130	0.0%
BST	—	5.14K	Thoát	$208,213	0.0%
NEO NeoGenomics, Inc.	—	17.56K	Thoát	$206,472	0.0%
HWKN Hawkins, Inc.	—	1.44K	Thoát	$204,691	0.0%
TTAN ServiceTitan, Inc.	—	1.89K	Thoát	$201,391	0.0%
PGF	—	13.08K	Thoát	$184,923	0.0%
PGX Invesco Preferred ETF	—	11.46K	Thoát	$128,810	0.0%
GTM ZoomInfo Technologies…	—	12.07K	Thoát	$122,803	0.0%
RCAT Red Cat Holdings, Inc.	—	14.76K	Thoát	$117,031	0.0%
MITK Mitek Systems, Inc.	—	10.10K	Thoát	$106,555	0.0%
UAA Under Armour, Inc.	—	12.59K	Thoát	$62,547	0.0%
JBLU JetBlue Airways…	—	13.00K	Thoát	$59,150	0.0%
INTS	—	130.00K	Thoát	$53,326	0.0%
NSPR	—	10.00K	Thoát	$17,800	0.0%

Tuổi vị thế

970–1 quý

12642–4 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Alliancebernstein L.P.	1074	29.7%	0.6644	So sánh ⇄
Russell Investments Group, Ltd.	1268	29.5%	0.6617	So sánh ⇄
Blair William & Co/Il	977	41.9%	0.6575	So sánh ⇄
Neuberger Berman Group LLC	1034	39.5%	0.6422	So sánh ⇄
Schroder Investment Management Group	673	35.9%	0.6227	So sánh ⇄
Franklin Resources Inc	1163	35.7%	0.6137	So sánh ⇄
CIBC Bancorp USA Inc.	977	43.7%	0.6126	So sánh ⇄
Chevy Chase Trust Holdings, LLC	547	36.2%	0.6029	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 14 2026 13F-HR · kỳ Q2 2026

$64.57B · 2,425 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$60.86B · 2,375 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$71.68B · 2,914 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$76.82B · 3,106 vị thế · Xem hồ sơ SEC gốc ↗

Aug 13 2025 13F-HR · kỳ Q2 2025

$75.96B · 3,063 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q1 2026 · hồ sơ mới nhất Aug 14, 2026 · Phương pháp tính thay đổi

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