Histórico do gestor

Kayne Anderson Rudnick Investment Management Llc

Los Angeles, CA · CIK 1021223 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$32.20BValor reportado no 13F

1,198Posições

21.8%Peso do top-10

92.40Participações efetivas

7.3%Rotatividade est.

+82Novo

−71Saídas

O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.

Valor reportado por trimestre Q4 2025 → Q2 2026

Exposição setorial

Indústria 39.4% (+0.7pp)

Serviços Financeiros 22.5% (+0.0pp)

Tecnologia 14.6% (-0.5pp)

Consumo Cíclico 7.6% (-0.6pp)

Saúde 6.1% (+0.7pp)

Materiais Básicos 5.9% (+0.5pp)

Consumo Defensivo 1.8% (-1.0pp)

Serviços de Comunicação 1.1% (+0.0pp)

Imóveis 0.6% (+0.1pp)

Energia 0.2% (+0.0pp)

Utilidades 0.2% (+0.0pp)

Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.

O portfólio · Q2 2026

#	Valor mobiliário	Peso	Valor	Ações	Δ ações		Detido
1	PRI Primerica, Inc.	2.4%	$786.81M	2.77M	-9.9%	▼ Trim	3+
2	RBC RBC Bearings Incorporated	2.4%	$778.42M	1.21M	-8.8%	▼ Trim	3+
3	WTS Watts Water Technologies…	2.4%	$776.67M	1.98M	-6.7%	▼ Trim	3+
4	SSD Simpson Manufacturing Co.…	2.3%	$746.97M	3.57M	-8.2%	▼ Trim	3+
5	JKHY Jack Henry & Associates…	2.2%	$718.06M	5.21M	-4.5%	▼ Trim	3+
6	TTC The Toro Company	2.2%	$695.40M	7.14M	-9.9%	▼ Trim	3+
7	TDY Teledyne Technologies…	2.1%	$677.77M	1.02M	-15.3%	▼ Trim	3+
8	GOLF Acushnet Holdings Corp.	2.0%	$643.71M	5.43M	-8.3%	▼ Trim	3+
9	LSTR Landstar System, Inc.	2.0%	$638.47M	3.09M	-10.1%	▼ Trim	3+
10	IBKR Interactive Brokers Group…	1.7%	$554.06M	6.37M	-36.5%	▼ Trim	3+
11	POOL Pool Corporation	1.7%	$553.23M	2.57M	-9.7%	▼ Trim	3+
12	NDSN Nordson Corporation	1.6%	$516.98M	1.71M	-16.2%	▼ Trim	3+
13	EME EMCOR Group, Inc.	1.6%	$508.75M	613.03K	-13.3%	▼ Trim	3+
14	ULS UL Solutions Inc.	1.5%	$478.18M	4.69M	-13.0%	▼ Trim	3+
15	ALLE Allegion plc	1.5%	$476.34M	3.39M	-6.7%	▼ Trim	3+
16	WSO Watsco, Inc.	1.5%	$472.72M	1.13M	-14.7%	▼ Trim	3+
17	WRB W. R. Berkley Corporation	1.4%	$449.77M	6.38M	-17.9%	▼ Trim	3+
18	ZWS Zurn Elkay Water Solutions…	1.4%	$449.33M	8.89M	-18.1%	▼ Trim	3+
19	FCN FTI Consulting, Inc.	1.4%	$447.29M	3.00M	-7.8%	▼ Trim	3+
20	LII Lennox International Inc.	1.3%	$423.90M	739.86K	-15.5%	▼ Trim	3+
21	IBP Installed Building…	1.3%	$423.07M	1.84M	+1.5%	▲ Add	3+
22	LPLA LPL Financial Holdings Inc.	1.3%	$404.08M	1.43M	-14.6%	▼ Trim	3+
23	RLI RLI Corp.	1.2%	$398.00M	6.74M	-3.8%	▼ Trim	3+
24	COO The Cooper Companies, Inc.	1.2%	$389.41M	5.43M	-17.9%	▼ Trim	3+
25	MC Moelis & Company	1.1%	$354.11M	5.41M	-6.3%	▼ Trim	3+
26	SAIA Saia, Inc.	1.1%	$342.81M	813.96K	-17.5%	▼ Trim	3+
27	ROL Rollins, Inc.	1.1%	$342.75M	8.21M	-15.4%	▼ Trim	3+
28	FHB First Hawaiian, Inc.	1.1%	$338.20M	11.54M	-6.1%	▼ Trim	3+
29	GMED Globus Medical, Inc.	1.1%	$338.14M	4.28M	Novo	New	1
30	KAI Kadant Inc.	1.0%	$337.87M	1.08M	-7.4%	▼ Trim	3+
31	HLI Houlihan Lokey, Inc.	1.0%	$325.48M	2.43M	-8.2%	▼ Trim	3+
32	EFX Equifax Inc.	0.9%	$299.75M	1.89M	-17.3%	▼ Trim	3+
33	ALGN Align Technology, Inc.	0.9%	$292.37M	1.73M	-8.9%	▼ Trim	3+
34	GGG Graco Inc.	0.9%	$289.72M	3.83M	-7.5%	▼ Trim	3+
35	AME AMETEK, Inc.	0.9%	$289.39M	1.20M	-9.4%	▼ Trim	3+
36	MPWR Monolithic Power Systems…	0.9%	$284.95M	206.13K	-22.7%	▼ Trim	3+
37	CRVL CorVel Corporation	0.9%	$284.54M	4.55M	-6.6%	▼ Trim	3+
38	WST West Pharmaceutical…	0.8%	$273.06M	760.62K	-11.4%	▼ Trim	3+
39	THO Thor Industries, Inc.	0.8%	$272.42M	3.62M	-15.5%	▼ Trim	3+
40	UFPI UFP Industries, Inc.	0.8%	$271.26M	2.99M	-6.2%	▼ Trim	3+
41	BANF BancFirst Corporation	0.8%	$265.66M	2.39M	-7.7%	▼ Trim	3+
42	TTAN ServiceTitan, Inc.	0.8%	$265.27M	3.75M	-22.9%	▼ Trim	3+
43	ZBRA Zebra Technologies…	0.8%	$259.50M	985.72K	-12.5%	▼ Trim	3+
44	BJ BJ's Wholesale Club…	0.8%	$259.44M	2.97M	-16.1%	▼ Trim	3+
45	WAB Westinghouse Air Brake…	0.8%	$251.28M	932.03K	-11.8%	▼ Trim	3+
46	DCI Donaldson Company, Inc.	0.8%	$249.81M	2.78M	-4.8%	▼ Trim	3+
47	HLNE Hamilton Lane Incorporated	0.7%	$240.67M	3.05M	-10.6%	▼ Trim	3+
48	EXPO Exponent, Inc.	0.7%	$234.79M	4.00M	+2.8%	▲ Add	3+
49	SITE SiteOne Landscape Supply…	0.7%	$234.33M	2.05M	-17.6%	▼ Trim	3+
50	IVV iShares Core S&P 500 ETF	0.7%	$222.05M	295.82K	-0.8%	▼ Trim	3+
51	ALH Alliance Laundry Holdings…	0.7%	$209.58M	7.90M	-16.4%	▼ Trim	3+
52	BFAM Bright Horizons Family…	0.6%	$204.13M	2.88M	-25.1%	▼ Trim	3+
53	HWKN Hawkins, Inc.	0.6%	$202.92M	1.43M	-6.4%	▼ Trim	3+
54	MDY State Street SPDR S&P…	0.6%	$198.95M	283.09K	-5.2%	▼ Trim	3+
55	HEI-A HEICO Corporation	0.6%	$197.18M	764.54K	-6.0%	▼ Trim	3+
56	TRMB Trimble Inc.	0.6%	$195.79M	3.83M	+3.7%	▲ Add	3+
57	OLED Universal Display…	0.6%	$187.58M	2.17M	-32.7%	▼ Trim	3+
58	LCII LCI Industries	0.6%	$184.34M	1.74M	-9.3%	▼ Trim	3+
59	ROAD Construction Partners, Inc.	0.6%	$181.18M	1.53M	-8.7%	▼ Trim	3+
60	NVDA NVIDIA Corporation	0.6%	$179.15M	895.33K	-5.5%	▼ Trim	3+
61	APAM Artisan Partners Asset…	0.6%	$178.57M	5.17M	-7.1%	▼ Trim	3+
62	ROST Ross Stores, Inc.	0.5%	$175.06M	822.46K	-5.2%	▼ Trim	3+
63	APH Amphenol Corporation	0.5%	$173.55M	984.29K	-32.3%	▼ Trim	3+
64	WMS Advanced Drainage Systems…	0.5%	$162.49M	1.04M	-6.4%	▼ Trim	3+
65	WDFC WD-40 Company	0.5%	$153.25M	629.02K	-0.8%	▼ Trim	3+
66	ODFL Old Dominion Freight Line…	0.5%	$151.22M	698.15K	-26.1%	▼ Trim	3+
67	BOH Bank of Hawaii Corporation	0.5%	$149.50M	1.83M	-8.2%	▼ Trim	3+
68	GOOGL Alphabet Inc.	0.5%	$148.36M	415.15K	-2.4%	▼ Trim	3+
69	AWI Armstrong World Industries…	0.4%	$143.43M	894.08K	-9.2%	▼ Trim	3+
70	JBTM JBT Marel Corporation	0.4%	$142.96M	985.90K	-8.1%	▼ Trim	3+
71	CAKE The Cheesecake Factory…	0.4%	$142.58M	1.79M	-10.0%	▼ Trim	3+
72	MANH Manhattan Associates, Inc.	0.4%	$141.38M	1.02M	-7.2%	▼ Trim	3+
73	VRSK Verisk Analytics, Inc.	0.4%	$135.90M	756.99K	-10.6%	▼ Trim	3+
74	MSCI MSCI Inc.	0.4%	$125.29M	223.72K	-6.2%	▼ Trim	3+
75	AMZN Amazon.com, Inc.	0.4%	$118.12M	495.61K	-2.2%	▼ Trim	3+
76	FUL H.B. Fuller Company	0.4%	$116.68M	2.00M	-3.7%	▼ Trim	3+
77	CHRW C.H. Robinson Worldwide…	0.4%	$113.58M	603.08K	-6.4%	▼ Trim	2
78	AAON AAON, Inc.	0.3%	$111.50M	878.95K	-17.4%	▼ Trim	3+
79	EPAC Enerpac Tool Group Corp.	0.3%	$108.71M	3.03M	-18.7%	▼ Trim	3+
80	TFIN Triumph Financial, Inc.	0.3%	$108.61M	1.42M	-27.6%	▼ Trim	3+
81	PNR Pentair plc	0.3%	$108.12M	1.41M	-6.9%	▼ Trim	3+
82	GTY Getty Realty Corp.	0.3%	$106.18M	3.18M	-7.3%	▼ Trim	3+
83	GSHD Goosehead Insurance, Inc	0.3%	$105.19M	2.17M	-4.0%	▼ Trim	3+
84	FFIN First Financial Bankshares…	0.3%	$104.36M	3.02M	-7.2%	▼ Trim	3+
85	V Visa Inc.	0.3%	$102.84M	299.75K	+1.6%	▲ Add	3+
86	CHH Choice Hotels…	0.3%	$101.13M	917.15K	-71.5%	▼ Trim	3+
87	SYBT Stock Yards Bancorp, Inc.	0.3%	$98.83M	1.29M	-2.6%	▼ Trim	3+
88	DYNF iShares U.S. Equity Factor…	0.3%	$98.78M	1.45M	+40.0%	▲ Add	3+
89	KLAC KLA Corporation	0.3%	$98.71M	327.17K	+5.8% ✂	▲ Add	3+
90	DDOG Datadog, Inc.	0.3%	$96.99M	372.53K	-1.0%	▼ Trim	3+
91	CSW CSW Industrials, Inc.	0.3%	$96.93M	348.30K	-7.2%	▼ Trim	3+
92	HLMN Hillman Solutions Corp.	0.3%	$96.54M	11.44M	-7.1%	▼ Trim	3+
93	KNSL Kinsale Capital Group, Inc.	0.3%	$94.55M	286.68K	-12.8%	▼ Trim	3+
94	SFBS ServisFirst Bancshares, Inc.	0.3%	$93.31M	1.08M	-20.9%	▼ Trim	3+
95	UNF UniFirst Corporation	0.3%	$91.43M	345.73K	-9.0%	▼ Trim	3+
96	FIX Comfort Systems USA, Inc.	0.3%	$90.39M	45.61K	-21.4%	▼ Trim	3+
97	NET Cloudflare, Inc.	0.3%	$90.16M	367.58K	-31.5%	▼ Trim	3+
98	RYAN Ryan Specialty Holdings…	0.3%	$88.49M	2.34M	-22.0%	▼ Trim	3+
99	PBH Prestige Consumer…	0.3%	$88.49M	1.87M	-15.0%	▼ Trim	3+
100	KFRC Kforce Inc.	0.3%	$85.88M	1.83M	-6.8%	▼ Trim	3+
101	BRC Brady Corporation	0.3%	$85.44M	933.08K	-2.9%	▼ Trim	2
102	LLY Eli Lilly and Company	0.2%	$78.37M	65.34K	-8.9%	▼ Trim	3+
103	ARM Arm Holdings plc American…	0.2%	$78.12M	220.32K	+27.1%	▲ Add	2
104	MRVL Marvell Technology, Inc.	0.2%	$77.87M	261.40K	+463.1%	▲ Add	3+
105	TBBB BBB Foods Inc.	0.2%	$77.28M	1.85M	+11.1%	▲ Add	3+
106	EVTC EVERTEC, Inc.	0.2%	$75.39M	2.71M	-11.3%	▼ Trim	3+
107	OLLI Ollie's Bargain Outlet…	0.2%	$74.95M	974.84K	-70.3%	▼ Trim	3+
108	SNOW Snowflake Inc.	0.2%	$72.99M	286.80K	-1.5%	▼ Trim	3+
109	META Meta Platforms, Inc.	0.2%	$67.39M	119.63K	-5.3%	▼ Trim	3+
110	FIZZ National Beverage Corp.	0.2%	$63.55M	2.04M	-12.9%	▼ Trim	3+
111	FICO Fair Isaac Corporation	0.2%	$61.52M	51.49K	-14.8%	▼ Trim	3+
112	AAPL Apple Inc.	0.2%	$60.59M	209.38K	-8.5%	▼ Trim	3+
113	LAMR Lamar Advertising Company	0.2%	$58.28M	373.66K	-2.2%	▼ Trim	3+
114	USPH U.S. Physical Therapy, Inc.	0.2%	$58.15M	846.67K	-20.6%	▼ Trim	3+
115	AVGO Broadcom Inc.	0.2%	$57.60M	152.47K	+3.8%	▲ Add	3+
116	MDLN Medline Inc.	0.2%	$57.53M	1.46M	+18.5%	▲ Add	3+
117	APPF AppFolio Inc.	0.2%	$56.42M	351.85K	-22.6%	▼ Trim	3+
118	BSY Bentley Systems…	0.2%	$53.75M	1.80M	-74.5%	▼ Trim	3+
119	DFH Dream Finders Homes, Inc.	0.2%	$53.02M	3.07M	-28.0%	▼ Trim	3+
120	MAR Marriott International, Inc.	0.2%	$50.42M	136.06K	+8.4%	▲ Add	3+
121	IWR iShares Russell Mid-Cap ETF	0.2%	$50.40M	456.80K	-37.0%	▼ Trim	3+
122	QQQM Invesco NASDAQ 100 ETF	0.1%	$47.32M	156.06K	+2.4%	▲ Add	3+
123	RDDT Reddit, Inc.	0.1%	$45.97M	264.86K	-5.7%	▼ Trim	3+
124	PNC The PNC Financial Services…	0.1%	$45.92M	186.50K	-12.3%	▼ Trim	3+
125	FTS Fortis Inc.	0.1%	$44.96M	785.65K	-0.6%	▼ Trim	3+
126	BNY Bank of New York Mellon Corp	0.1%	$44.50M	307.71K	-5.7%	▼ Trim	3+
127	NRC NRC HEALTH	0.1%	$43.80M	2.03M	-23.0%	▼ Trim	3+
128	IDXX IDEXX Laboratories, Inc.	0.1%	$43.75M	83.10K	-17.6%	▼ Trim	3+
129	SHOP Shopify Inc.	0.1%	$43.08M	377.32K	-1.2%	▼ Trim	3+
130	CDNL CARDINAL INFRASTRUCT	0.1%	$42.90M	455.37K	Novo	New	1
131	NCNO nCino, Inc.	0.1%	$41.23M	2.52M	-50.9%	▼ Trim	3+
132	IWM iShares Russell 2000 ETF	0.1%	$40.49M	134.83K	-62.7%	▼ Trim	3+
133	AMAT Applied Materials, Inc.	0.1%	$40.46M	55.97K	-4.7%	▼ Trim	3+
134	IJH iShares Core S&P Mid-Cap ETF	0.1%	$40.46M	525.12K	+260.5%	▲ Add	3+
135	RSP Invesco S&P 500 Equal…	0.1%	$39.84M	187.18K	+117.1%	▲ Add	3+
136	GCT GigaCloud Technology Inc.	0.1%	$38.88M	1.23M	-2.7%	▼ Trim	3+
137	IBM International Business…	0.1%	$38.27M	136.10K	+33.5%	▲ Add	3+
138	STRL Sterling Infrastructure…	0.1%	$38.05M	45.33K	Novo	New	1
139	IRMD IRadimed Corporation	0.1%	$37.94M	396.98K	+13.7%	▲ Add	3+
140	LIN Linde plc	0.1%	$36.49M	70.32K	-1.6%	▼ Trim	3+
141	HQY HealthEquity, Inc.	0.1%	$36.18M	400.61K	-17.5%	▼ Trim	3+
142	ETN Eaton Corporation plc	0.1%	$35.91M	84.26K	-1.8%	▼ Trim	3+
143	SMLF iShares U.S. Small-Cap…	0.1%	$35.24M	395.56K	Novo	New	1
144	NYT The New York Times Company	0.1%	$34.91M	498.87K	-15.8%	▼ Trim	2
145	MSFT Microsoft Corporation	0.1%	$34.73M	93.10K	-12.0%	▼ Trim	3+
146	PSMT PriceSmart, Inc.	0.1%	$34.07M	174.41K	-23.4%	▼ Trim	3+
147	ANDG ANDERSEN GROUP	0.1%	$33.90M	898.63K	Novo	New	1
148	FIGR Figure Technology…	0.1%	$33.81M	1.10M	Novo	New	1
149	EFA iShares MSCI EAFE ETF	0.1%	$33.50M	322.53K	-23.9%	▼ Trim	3+
150	PGR The Progressive Corporation	0.1%	$33.43M	153.03K	-18.3%	▼ Trim	3+
151	TJX The TJX Companies, Inc.	0.1%	$32.87M	216.94K	+3.2%	▲ Add	3+
152	CSM PROSHARES TR	0.1%	$32.57M	382.41K	+0.4%	▲ Add	3+
153	NOW ServiceNow, Inc.	0.1%	$31.53M	317.61K	+36.8%	▲ Add	3+
154	IWN iShares Russell 2000 Value…	0.1%	$31.36M	141.74K	-39.2%	▼ Trim	3+
155	TTE TotalEnergies SE	0.1%	$29.99M	385.73K	+2.0%	▲ Add	3+
156	CAT Caterpillar Inc.	0.1%	$28.85M	27.09K	-0.8%	▼ Trim	3+
157	ORCL Oracle Corporation	0.1%	$28.67M	195.61K	+10.5%	▲ Add	3+
158	UBER Uber Technologies, Inc.	0.1%	$28.66M	397.16K	+1.9%	▲ Add	3+
159	RVLV Revolve Group, Inc.	0.1%	$28.56M	1.25M	-22.2%	▼ Trim	3+
160	ABBV AbbVie Inc.	0.1%	$28.49M	113.22K	+1.2%	▲ Add	3+
161	HNGE Hinge Health, Inc.	0.1%	$28.04M	337.87K	-7.0%	▼ Trim	2
162	TT Trane Technologies plc	0.1%	$27.90M	56.81K	-6.0%	▼ Trim	3+
163	TRV The Travelers Companies…	0.1%	$26.77M	81.10K	-4.7%	▼ Trim	3+
164	ISRG Intuitive Surgical, Inc.	0.1%	$26.30M	66.12K	+2.4%	▲ Add	3+
165	IWF iShares Russell 1000 Growth…	0.1%	$26.24M	211.16K	-40.9% ✂	▼ Trim	3+
166	CSCO Cisco Systems, Inc.	0.1%	$25.41M	216.37K	-10.0%	▼ Trim	3+
167	APG APi Group Corporation	0.1%	$24.53M	579.17K	Novo	New	1
168	ADI Analog Devices, Inc.	0.1%	$24.35M	61.30K	-7.5%	▼ Trim	3+
169	ORLY O'Reilly Automotive, Inc.	0.1%	$24.20M	262.80K	-0.6%	▼ Trim	3+
170	CASY Casey's General Stores, Inc.	0.1%	$24.11M	30.33K	-11.7%	▼ Trim	3+
171	MRSH Marsh & McLennan Companies…	0.1%	$23.08M	138.48K	-9.5%	▼ Trim	3+
172	WT WisdomTree, Inc.	0.1%	$22.88M	454.10K	+1.9%	▲ Add	3+
173	CGIE Capital Group International…	0.1%	$22.56M	617.01K	+19.5%	▲ Add	3+
174	VMC Vulcan Materials Company	0.1%	$22.41M	75.97K	+17.7%	▲ Add	3+
175	WM Waste Management, Inc.	0.1%	$21.39M	95.97K	-12.5%	▼ Trim	3+
176	KRMN Karman Holdings Inc.	0.1%	$21.21M	424.82K	+21.2%	▲ Add	2
177	LMAT LeMaitre Vascular, Inc.	0.1%	$21.16M	220.50K	-4.4%	▼ Trim	3+
178	CACI CACI International Inc	0.1%	$20.17M	43.53K	-4.6%	▼ Trim	3+
179	VZ Verizon Communications Inc.	0.1%	$19.51M	460.71K	-8.4%	▼ Trim	3+
180	MORN Morningstar, Inc.	0.1%	$19.43M	124.54K	-23.8%	▼ Trim	3+
181	SPCX Space Exploration…	0.1%	$19.08M	111.64K	Novo	New	1
182	PH Parker-Hannifin Corporation	0.1%	$19.00M	19.42K	+31.5%	▲ Add	3+
183	BE Bloom Energy Corporation	0.1%	$18.99M	62.73K	+10.8%	▲ Add	3+
184	TRU TransUnion	0.1%	$18.84M	261.10K	-12.1%	▼ Trim	3+
185	IGSB iShares 1-5 Year Investment…	0.1%	$18.61M	355.17K	+2.4%	▲ Add	3+
186	STE STERIS plc	0.1%	$18.35M	87.16K	+0.2%	▲ Add	3+
187	LRCX Lam Research Corporation	0.1%	$18.31M	42.25K	+40.4%	▲ Add	3+
188	MUSA Murphy USA Inc.	0.1%	$18.05M	33.50K	-4.9%	▼ Trim	3+
189	GD General Dynamics Corporation	0.1%	$18.02M	50.87K	-1.0%	▼ Trim	3+
190	SO The Southern Company	0.1%	$17.99M	187.99K	+0.4%	▲ Add	3+
191	SN SharkNinja, Inc.	0.1%	$17.75M	116.59K	-3.3%	▼ Trim	2
192	AVY Avery Dennison Corporation	0.1%	$17.01M	104.79K	+71.3%	▲ Add	2
193	MCO Moody's Corporation	0.1%	$16.84M	37.18K	+3.1%	▲ Add	3+
194	TOST Toast, Inc.	0.1%	$16.58M	595.95K	-33.4%	▼ Trim	3+
195	IUSV iShares Core S&P U.S. Value…	0.1%	$16.25M	147.51K	-3.6%	▼ Trim	3+
196	WMT Walmart Inc.	0.1%	$16.09M	142.06K	-2.0%	▼ Trim	3+
197	BLD TopBuild Corp.	0.1%	$16.07M	37.66K	-36.2%	▼ Trim	3+
198	SHW The Sherwin-Williams Company	0.1%	$16.07M	46.66K	-5.2%	▼ Trim	3+
199	BLK BlackRock, Inc.	0.0%	$15.43M	16.04K	+1.4%	▲ Add	3+
200	IUSG iShares Core S&P U.S.…	0.0%	$15.33M	81.36K	-17.4%	▼ Trim	3+
201	GNTX Gentex Corporation	0.0%	$15.32M	606.36K	+4.8%	▲ Add	3+
202	IWB iShares Russell 1000 ETF	0.0%	$15.29M	37.32K	-4.6%	▼ Trim	3+
203	SDHC SMITH DOUGLAS HOMES	0.0%	$15.14M	974.28K	-27.4%	▼ Trim	3+
204	HLN Haleon plc	0.0%	$14.57M	1.56M	-1.4%	▼ Trim	3+
205	MELI MercadoLibre, Inc.	0.0%	$14.54M	8.57K	-74.1%	▼ Trim	3+
206	JNJ Johnson & Johnson	0.0%	$14.48M	57.02K	-0.1%	▼ Trim	3+
207	OFLX OMEGA FLEX	0.0%	$14.35M	457.18K	-20.6%	▼ Trim	3+
208	ONON On Holding AG	0.0%	$13.97M	394.28K	-33.1%	▼ Trim	3+
209	HDV iShares Core High Dividend…	0.0%	$13.81M	503.60K	+5.8% ✂	▲ Add	3+
210	DSGX The Descartes Systems Group…	0.0%	$13.70M	197.92K	+10.3%	▲ Add	3+
211	P Everpure, Inc.	0.0%	$12.94M	164.20K	-39.4%	▼ Trim	3+
212	MA Mastercard Incorporated	0.0%	$12.75M	24.82K	-21.1%	▼ Trim	3+
213	MDT Medtronic plc	0.0%	$12.57M	160.68K	+10.7%	▲ Add	3+
214	KO The Coca-Cola Company	0.0%	$12.26M	150.88K	-0.4%	▼ Trim	3+
215	TXN Texas Instruments…	0.0%	$12.20M	40.93K	+2.4%	▲ Add	3+
216	GOOG Alphabet Inc.	0.0%	$12.16M	34.42K	+2.0%	▲ Add	3+
217	RACE Ferrari N.V.	0.0%	$11.88M	31.91K	+3251.6%	▲ Add	3+
218	IWP iShares Russell Mid-Cap…	0.0%	$11.84M	80.84K	-66.2%	▼ Trim	3+
219	IWD iShares Russell 1000 Value…	0.0%	$10.16M	41.89K	-85.3%	▼ Trim	3+
220	DIS The Walt Disney Company	0.0%	$9.99M	103.79K	+38.1%	▲ Add	3+
221	JPM JPMorgan Chase & Co.	0.0%	$9.94M	30.38K	+22.6%	▲ Add	3+
222	ASML ASML Holding N.V.	0.0%	$9.82M	4.94K	+5.7%	▲ Add	3+
223	PG The Procter & Gamble Company	0.0%	$9.64M	65.74K	-16.3%	▼ Trim	3+
224	TER Teradyne, Inc.	0.0%	$9.63M	19.89K	-1.1%	▼ Trim	3+
225	CPRT Copart, Inc.	0.0%	$9.38M	332.90K	-33.9%	▼ Trim	3+
226	GLDM SPDR Gold MiniShares Trust	0.0%	$9.38M	117.73K	+12.2%	▲ Add	3+
227	KSPI Joint Stock Company Kaspi.kz	0.0%	$9.31M	107.41K	-31.7%	▼ Trim	3+
228	TSM Taiwan Semiconductor…	0.0%	$9.14M	19.15K	+13.7%	▲ Add	3+
229	ESAB ESAB Corporation	0.0%	$8.99M	91.12K	-26.3%	▼ Trim	3+
230	WDC Western Digital Corporation	0.0%	$8.90M	13.94K	-26.2%	▼ Trim	3+
231	SPDW State Street SPDR Portfolio…	0.0%	$8.86M	176.49K	0.0%	Held	2
232	MU Micron Technology, Inc.	0.0%	$8.76M	7.58K	+56.0%	▲ Add	3+
233	XLRE State Street Real Estate…	0.0%	$8.56M	194.31K	-13.8%	▼ Trim	3+
234	PTC PTC Inc.	0.0%	$8.47M	74.56K	-33.6%	▼ Trim	3+
235	CTA SIMPLIFY ETF	0.0%	$8.41M	324.83K	Novo	New	1
236	MRK Merck & Co., Inc.	0.0%	$8.31M	64.63K	-4.2%	▼ Trim	3+
237	FEZ State Street SPDR EURO…	0.0%	$8.29M	120.72K	-20.0%	▼ Trim	3+
238	VEA Vanguard FTSE Developed…	0.0%	$8.03M	112.71K	+1174.0%	▲ Add	3+
239	AGG iShares Core U.S. Aggregate…	0.0%	$8.03M	81.17K	+5.9%	▲ Add	3+
240	SYK Stryker Corporation	0.0%	$7.66M	24.34K	-24.7%	▼ Trim	3+
241	URI United Rentals, Inc.	0.0%	$7.62M	6.72K	+28.0%	▲ Add	3+
242	MUB iShares National Muni Bond…	0.0%	$7.46M	69.43K	-7.9%	▼ Trim	3+
243	WFC Wells Fargo & Company	0.0%	$7.30M	88.33K	+12.5%	▲ Add	3+
244	NXPI NXP Semiconductors N.V.	0.0%	$7.18M	25.56K	+14.1%	▲ Add	3+
245	FAST Fastenal Company	0.0%	$7.13M	148.47K	+26.3%	▲ Add	3+
246	SPY State Street SPDR S&P 500…	0.0%	$7.06M	9.46K	-3.9%	▼ Trim	3+
247	COP ConocoPhillips	0.0%	$7.02M	67.55K	+11.8%	▲ Add	3+
248	EFAV iShares MSCI EAFE Min Vol…	0.0%	$6.98M	79.70K	+54.0%	▲ Add	3+
249	FRPT Freshpet, Inc.	0.0%	$6.93M	117.16K	-34.2%	▼ Trim	3+
250	IYW iShares U.S. Technology ETF	0.0%	$6.91M	27.39K	+65.7%	▲ Add	3+
251	LOW Lowe's Companies, Inc.	0.0%	$6.81M	30.88K	-7.0%	▼ Trim	3+
252	MCK McKesson Corporation	0.0%	$6.69M	8.86K	-4.6%	▼ Trim	3+
253	XYLD Global X - S&P 500 Covered…	0.0%	$6.69M	163.83K	-10.6%	▼ Trim	3+
254	HPQ HP Inc.	0.0%	$6.65M	302.89K	+48.8%	▲ Add	3+
255	VERX Vertex, Inc.	0.0%	$6.53M	568.80K	-29.4%	▼ Trim	3+
256	AXP American Express Company	0.0%	$6.52M	19.27K	+10.6%	▲ Add	3+
257	IWO iShares Russell 2000 Growth…	0.0%	$6.50M	16.51K	-11.8%	▼ Trim	3+
258	AMD Advanced Micro Devices, Inc.	0.0%	$6.48M	11.16K	+367.6%	▲ Add	3+
259	MS Morgan Stanley	0.0%	$6.48M	31.00K	+36.9%	▲ Add	3+
260	SNA Snap-on Incorporated	0.0%	$6.47M	16.08K	-0.8%	▼ Trim	3+
261	MSM MSC Industrial Direct Co.…	0.0%	$6.47M	54.39K	+1.0%	▲ Add	3+
262	MCD McDonald's Corporation	0.0%	$6.35M	23.48K	-24.4%	▼ Trim	3+
263	GILD Gilead Sciences, Inc.	0.0%	$6.34M	50.18K	+14.3%	▲ Add	3+
264	VRTX Vertex Pharmaceuticals…	0.0%	$6.29M	12.66K	-3.2%	▼ Trim	3+
265	KMID VIRTUS ETF TR II	0.0%	$6.06M	241.42K	-19.7%	▼ Trim	3+
266	UL Unilever PLC	0.0%	$5.91M	98.25K	+27.1%	▲ Add	3+
267	VWO Vanguard FTSE Emerging…	0.0%	$5.76M	96.70K	+13.9%	▲ Add	3+
268	REGN Regeneron Pharmaceuticals…	0.0%	$5.75M	9.22K	-4.8%	▼ Trim	3+
269	TMO Thermo Fisher Scientific…	0.0%	$5.58M	11.13K	-4.2%	▼ Trim	3+
270	ROP Roper Technologies, Inc.	0.0%	$5.58M	16.48K	+78.1%	▲ Add	3+
271	DHR Danaher Corporation	0.0%	$5.36M	28.14K	-78.8%	▼ Trim	3+
272	CMF iShares California Muni…	0.0%	$5.32M	92.42K	-10.3%	▼ Trim	3+
273	RY Royal Bank of Canada	0.0%	$5.27M	25.46K	+4.2%	▲ Add	3+
274	ADBE Adobe Inc.	0.0%	$5.09M	24.83K	+118.4%	▲ Add	3+
275	UNH UnitedHealth Group…	0.0%	$4.92M	11.84K	-3.1%	▼ Trim	3+
276	EEM iShares MSCI Emerging…	0.0%	$4.92M	71.84K	+26.2%	▲ Add	3+
277	DHI D.R. Horton, Inc.	0.0%	$4.74M	29.08K	+4.7%	▲ Add	3+
278	TSLA Tesla, Inc.	0.0%	$4.57M	10.87K	-28.9%	▼ Trim	3+
279	BAC Bank of America Corporation	0.0%	$4.53M	79.58K	+2.6%	▲ Add	3+
280	DRI Darden Restaurants, Inc.	0.0%	$4.51M	21.91K	+2.2%	▲ Add	3+
281	PWR Quanta Services, Inc.	0.0%	$4.35M	6.04K	-21.6%	▼ Trim	3+
282	BRK-B Berkshire Hathaway Inc.	0.0%	$4.28M	8.55K	+4.3%	▲ Add	3+
283	DVY iShares Select Dividend ETF	0.0%	$4.26M	27.27K	-72.4%	▼ Trim	3+
284	AMGN Amgen Inc.	0.0%	$4.14M	11.43K	-3.5%	▼ Trim	3+
285	MET MetLife, Inc.	0.0%	$4.14M	48.89K	+75.8%	▲ Add	3+
286	AZN AstraZeneca PLC	0.0%	$4.13M	21.79K	+51.1%	▲ Add	3+
287	CMI Cummins Inc.	0.0%	$4.11M	5.76K	-1.8%	▼ Trim	3+
288	APTV Aptiv PLC	0.0%	$4.07M	66.27K	+35.1%	▲ Add	3+
289	VLO Valero Energy Corporation	0.0%	$4.03M	15.49K	-5.1%	▼ Trim	3+
290	UNP Union Pacific Corporation	0.0%	$4.02M	14.78K	+12.5%	▲ Add	3+
291	VHT Vanguard Health Care ETF	0.0%	$3.95M	13.22K	+49.9%	▲ Add	3+
292	SAFT Safety Insurance Group, Inc.	0.0%	$3.94M	52.58K	+48.1%	▲ Add	3+
293	BKR Baker Hughes Company	0.0%	$3.92M	70.66K	+24.3%	▲ Add	3+
294	NEE NextEra Energy, Inc.	0.0%	$3.91M	44.57K	-8.3%	▼ Trim	3+
295	MTD Mettler-Toledo…	0.0%	$3.66M	2.87K	-4.3%	▼ Trim	3+
296	IGIB iShares 5-10 Year…	0.0%	$3.64M	68.46K	-0.8%	▼ Trim	3+
297	TGT Target Corporation	0.0%	$3.57M	27.32K	-6.4%	▼ Trim	3+
298	GDDY GoDaddy Inc.	0.0%	$3.47M	40.83K	+145.4%	▲ Add	3+
299	AMP Ameriprise Financial, Inc.	0.0%	$3.45M	7.52K	+17.9%	▲ Add	3+
300	CCEP Coca-Cola Europacific…	0.0%	$3.42M	34.21K	+0.9%	▲ Add	3+
301	CDNS Cadence Design Systems, Inc.	0.0%	$3.40M	9.07K	-92.8%	▼ Trim	3+
302	ANET Arista Networks, Inc.	0.0%	$3.40M	20.01K	+119.7%	▲ Add	3+
303	KDP Keurig Dr Pepper Inc.	0.0%	$3.37M	102.89K	+27.0%	▲ Add	3+
304	SYNA Synaptics Incorporated	0.0%	$3.34M	26.85K	+44.1%	▲ Add	3+
305	LMRI LUMEXA IMAGING HLD	0.0%	$3.30M	292.92K	-4.1%	▼ Trim	3+
306	PINS Pinterest, Inc.	0.0%	$3.21M	152.41K	+249.0%	▲ Add	3+
307	VOO Vanguard S&P 500 ETF	0.0%	$3.18M	4.64K	+4.6%	▲ Add	3+
308	CBRE CBRE Group, Inc.	0.0%	$3.11M	23.12K	+1.2%	▲ Add	3+
309	CVS CVS Health Corp.	0.0%	$3.00M	29.02K	+3.7%	▲ Add	3+
310	LYFT Lyft, Inc.	0.0%	$2.93M	200.42K	+121.6%	▲ Add	3+
311	INCY Incyte Corporation	0.0%	$2.83M	24.99K	+2.0%	▲ Add	3+
312	INTU Intuit Inc.	0.0%	$2.82M	10.79K	-31.4%	▼ Trim	3+
313	DXCM DexCom, Inc.	0.0%	$2.81M	41.76K	-4.1%	▼ Trim	3+
314	PLD Prologis, Inc.	0.0%	$2.79M	20.57K	+5.8%	▲ Add	3+
315	FI Fiserv, Inc.	0.0%	$2.75M	56.00K	+61.4%	▲ Add	3+
316	TSN Tyson Foods, Inc.	0.0%	$2.73M	47.77K	-6.0%	▼ Trim	3+
317	STZ Constellation Brands, Inc.	0.0%	$2.72M	19.56K	+24.8%	▲ Add	3+
318	PANW Palo Alto Networks, Inc.	0.0%	$2.72M	7.97K	+90.7%	▲ Add	3+
319	BTI British American Tobacco…	0.0%	$2.64M	42.78K	+3.9%	▲ Add	3+
320	VTI Vanguard Morningstar Total…	0.0%	$2.60M	7.04K	-0.9%	▼ Trim	3+
321	FDX FedEx Corporation	0.0%	$2.60M	8.31K	+8.1% ✂	▲ Add	3+
322	SAP SAP SE	0.0%	$2.59M	16.80K	+15.9%	▲ Add	3+
323	QQQ Invesco QQQ Trust, Series 1	0.0%	$2.59M	3.51K	+6.3%	▲ Add	3+
324	VEEV Veeva Systems Inc.	0.0%	$2.57M	14.51K	-43.8%	▼ Trim	3+
325	HWM Howmet Aerospace Inc.	0.0%	$2.56M	9.52K	+4.8%	▲ Add	3+
326	KNRG SIMPLIFY ETFS	0.0%	$2.55M	99.24K	+173.1%	▲ Add	2
327	ITOT iShares Core S&P Total U.S.…	0.0%	$2.54M	15.45K	0.0%	▲ Add	3+
328	AJG Arthur J. Gallagher & Co.	0.0%	$2.40M	10.45K	-16.1%	▼ Trim	3+
329	DTE DTE Energy Company	0.0%	$2.40M	15.73K	-6.1%	▼ Trim	3+
330	GEN Gen Digital Inc.	0.0%	$2.35M	94.54K	+86.9%	▲ Add	3+
331	IWV iShares Russell 3000 ETF	0.0%	$2.34M	5.50K	-26.6%	▼ Trim	3+
332	STLD Steel Dynamics, Inc.	0.0%	$2.32M	10.11K	-4.9%	▼ Trim	3+
333	PEG Public Service Enterprise…	0.0%	$2.25M	27.75K	+20.2%	▲ Add	3+
334	BRK-A Berkshire Hathaway Inc.	0.0%	$2.25M	3	0.0%	Held	3+
335	MTCH Match Group, Inc.	0.0%	$2.19M	57.65K	+124.7%	▲ Add	3+
336	AZO AutoZone, Inc.	0.0%	$2.15M	672	+39.1%	▲ Add	3+
337	HD The Home Depot, Inc.	0.0%	$2.15M	6.08K	-18.8%	▼ Trim	3+
338	MSI Motorola Solutions, Inc.	0.0%	$2.14M	5.15K	+4.3%	▲ Add	3+
339	USFD US Foods Holding Corp.	0.0%	$2.13M	20.88K	+318.8%	▲ Add	3+
340	NWG NatWest Group plc	0.0%	$2.13M	120.61K	+8.1%	▲ Add	3+
341	MINT PIMCO Enhanced Short…	0.0%	$2.10M	20.88K	-15.5%	▼ Trim	3+
342	ETR Entergy Corporation	0.0%	$2.02M	17.57K	+5.0%	▲ Add	3+
343	TENB Tenable Holdings, Inc.	0.0%	$1.99M	53.97K	+303.7%	▲ Add	3+
344	USB U.S. Bancorp	0.0%	$1.99M	32.91K	+54.6%	▲ Add	3+
345	BX Blackstone Inc.	0.0%	$1.99M	16.88K	+18.2%	▲ Add	3+
346	CRWD CrowdStrike Holdings, Inc.	0.0%	$1.98M	2.59K	+606.3%	▲ Add	3+
347	NTAP NetApp, Inc.	0.0%	$1.90M	12.25K	+0.4%	▲ Add	3+
348	IEMG iShares Core MSCI Emerging…	0.0%	$1.87M	22.56K	+1690.8%	▲ Add	3+
349	EW Edwards Lifesciences…	0.0%	$1.87M	20.70K	+5.0%	▲ Add	3+
350	VG Venture Global, Inc.	0.0%	$1.81M	162.30K	Novo	New	1
351	SOXX iShares Semiconductor ETF	0.0%	$1.80M	2.81K	-5.1%	▼ Trim	3+
352	GPN Global Payments Inc.	0.0%	$1.79M	24.73K	+42.5%	▲ Add	3+
353	IBIT iShares Bitcoin Trust ETF	0.0%	$1.77M	53.29K	+2.4%	▲ Add	3+
354	HPE Hewlett Packard Enterprise…	0.0%	$1.73M	38.27K	-30.3%	▼ Trim	3+
355	VXF Vanguard Extended Market ETF	0.0%	$1.72M	6.99K	+100.5%	▲ Add	3+
356	TPL Texas Pacific Land…	0.0%	$1.71M	3.91K	0.0%	Held	3+
357	PM Philip Morris International…	0.0%	$1.69M	9.32K	+191.1%	▲ Add	3+
358	QCOM QUALCOMM Incorporated	0.0%	$1.66M	8.99K	+113.5%	▲ Add	3+
359	SMTC Semtech Corporation	0.0%	$1.64M	10.15K	-30.0%	▼ Trim	3+
360	CVE Cenovus Energy Inc.	0.0%	$1.64M	66.16K	+501.6%	▲ Add	2
361	ICF iShares Select U.S. REIT ETF	0.0%	$1.64M	24.17K	-5.0%	▼ Trim	3+
362	AEIS Advanced Energy Industries…	0.0%	$1.58M	4.25K	+42.7%	▲ Add	3+
363	DE Deere & Company	0.0%	$1.58M	2.49K	+2.8%	▲ Add	3+
364	VSS Vanguard FTSE All-World…	0.0%	$1.51M	9.82K	+1.0%	▲ Add	3+
365	NOC Northrop Grumman Corporation	0.0%	$1.51M	2.97K	-24.1%	▼ Trim	3+
366	AON Aon plc	0.0%	$1.50M	4.54K	+1009.0%	▲ Add	3+
367	ABT Abbott Laboratories	0.0%	$1.50M	16.55K	-54.4%	▼ Trim	3+
368	ABNB Airbnb, Inc.	0.0%	$1.50M	10.45K	+237.6%	▲ Add	3+
369	VGT Vanguard Information…	0.0%	$1.48M	12.34K	-1.3% ✂	▼ Trim	3+
370	ADEA Adeia Inc.	0.0%	$1.47M	44.69K	+43.4%	▲ Add	3+
371	ITW Illinois Tool Works Inc.	0.0%	$1.46M	5.42K	-0.1%	▼ Trim	3+
372	RYAAY Ryanair Holdings plc	0.0%	$1.46M	22.48K	+19.1%	▲ Add	3+
373	SONY Sony Group Corporation	0.0%	$1.45M	72.24K	+63.1%	▲ Add	3+
374	MDLZ Mondelez International, Inc.	0.0%	$1.44M	24.87K	+10.5%	▲ Add	3+
375	BBVA Banco Bilbao Vizcaya…	0.0%	$1.44M	57.37K	+5.1%	▲ Add	3+
376	OXY Occidental Petroleum…	0.0%	$1.42M	29.27K	+23.3%	▲ Add	2
377	SAN Banco Santander, S.A.	0.0%	$1.42M	102.86K	+4.7%	▲ Add	3+
378	IAU iShares Gold Trust	0.0%	$1.42M	18.71K	+1.9%	▲ Add	3+
379	EWM ISHARES INC	0.0%	$1.42M	52.39K	+0.1%	▲ Add	3+
380	NVO Novo Nordisk A/S	0.0%	$1.38M	28.83K	-4.3%	▼ Trim	3+
381	NBIS Nebius Group N.V.	0.0%	$1.38M	5.00K	Novo	New	1
382	BR Broadridge Financial…	0.0%	$1.38M	10.05K	-98.5%	▼ Trim	3+
383	VNQ Vanguard Real Estate ETF	0.0%	$1.35M	14.01K	-50.1%	▼ Trim	3+
384	RH Rh	0.0%	$1.35M	12.61K	+410.6%	▲ Add	3+
385	ON ON Semiconductor Corporation	0.0%	$1.35M	14.27K	+44.3%	▲ Add	3+
386	PLTR Palantir Technologies Inc.	0.0%	$1.34M	11.49K	+252.3%	▲ Add	3+
387	VUG Vanguard Morningstar Growth…	0.0%	$1.30M	15.03K	-4.1% ✂	▼ Trim	3+
388	SCHE Schwab Emerging Markets…	0.0%	$1.29M	36.00K	0.0%	Held	2
389	COF Capital One Financial…	0.0%	$1.28M	6.38K	+666.5%	▲ Add	3+
390	NVS Novartis AG	0.0%	$1.26M	8.04K	-9.6%	▼ Trim	3+
391	HUBB Hubbell Incorporated	0.0%	$1.25M	2.40K	+263.9%	▲ Add	3+
392	NKE NIKE, Inc.	0.0%	$1.21M	29.47K	-0.7%	▼ Trim	3+
393	B Barrick Mining Corporation	0.0%	$1.21M	32.88K	+11.3%	▲ Add	3+
394	FANG Diamondback Energy, Inc.	0.0%	$1.18M	6.68K	+168.5%	▲ Add	3+
395	CRM Salesforce, Inc.	0.0%	$1.16M	7.41K	+94.6%	▲ Add	3+
396	SDY State Street SPDR S&P…	0.0%	$1.12M	7.37K	+4136.8%	▲ Add	3+
397	DOV Dover Corporation	0.0%	$1.12M	5.00K	0.0%	Held	3+
398	PEP PepsiCo, Inc.	0.0%	$1.11M	8.19K	+1.0%	▲ Add	3+
399	IWS iShares Russell Mid-Cap…	0.0%	$1.10M	6.69K	-21.7%	▼ Trim	3+
400	CP Canadian Pacific Kansas…	0.0%	$1.08M	12.47K	+2767.4%	▲ Add	3+
401	COST Costco Wholesale Corporation	0.0%	$1.06M	1.14K	-5.8%	▼ Trim	3+
402	DGX Quest Diagnostics…	0.0%	$1.05M	4.96K	+256.0%	▲ Add	3+
403	LRN Stride, Inc.	0.0%	$1.05M	12.18K	-16.0%	▼ Trim	3+
404	FE FirstEnergy Corp.	0.0%	$1.05M	22.07K	+252.8%	▲ Add	3+
405	XONA.DE Exxon Mobil Corporation	0.0%	$1.05M	7.67K	-6.4%	▼ Trim	3+
406	CTAS Cintas Corporation	0.0%	$1.05M	6.16K	+703.4%	▲ Add	3+
407	VGK Vanguard FTSE Europe ETF	0.0%	$1.04M	11.75K	-18.0%	▼ Trim	3+
408	UAL United Airlines Holdings…	0.0%	$1.03M	7.59K	+318.9%	▲ Add	3+
409	WIX Wix.com Ltd.	0.0%	$1.03M	22.62K	+35.1%	▲ Add	3+
410	TEAM Atlassian Corporation	0.0%	$1.02M	13.08K	Novo	New	1
411	HGER Harbor Commodity…	0.0%	$1.02M	34.71K	Novo	New	1
412	IEFA iShares Core MSCI EAFE ETF	0.0%	$999,987	10.35K	+1.2%	▲ Add	3+
413	COR Cencora, Inc.	0.0%	$996,009	3.52K	+158.0%	▲ Add	3+
414	MINO PIMCO ETF TRUST	0.0%	$993,465	21.73K	Novo	New	1
415	LHX L3Harris Technologies, Inc.	0.0%	$991,622	3.41K	+217.1%	▲ Add	3+
416	HSY The Hershey Company	0.0%	$982,520	5.60K	0.0%	Held	3+
417	EEMV iShares MSCI Emerging…	0.0%	$982,411	13.04K	-6.0%	▼ Trim	3+
418	SNPS Synopsys, Inc.	0.0%	$964,167	2.16K	+47.4%	▲ Add	3+
419	NFLX Netflix, Inc.	0.0%	$958,282	13.42K	-96.6%	▼ Trim	3+
420	CAPE DOUBLELINE ETF TRUST	0.0%	$934,400	28.85K	-0.3%	▼ Trim	3+
421	XYZ Block, Inc.	0.0%	$933,195	12.28K	+35.2%	▲ Add	3+
422	FFIV F5, Inc.	0.0%	$931,750	2.24K	+48.5%	▲ Add	3+
423	GS The Goldman Sachs Group…	0.0%	$927,211	916	+227.1%	▲ Add	3+
424	MPC Marathon Petroleum…	0.0%	$918,281	3.59K	+69.9%	▲ Add	3+
425	DOCU DocuSign, Inc.	0.0%	$916,718	20.64K	+178.9%	▲ Add	3+
426	CARR Carrier Global Corporation	0.0%	$913,781	12.46K	+9.6%	▲ Add	3+
427	IQV IQVIA Holdings Inc.	0.0%	$910,348	4.71K	+224.7%	▲ Add	3+
428	BKNG Booking Holdings Inc.	0.0%	$910,051	5.11K	+219.1% ✂	▲ Add	3+
429	BUD Anheuser-Busch InBev SA/NV	0.0%	$871,245	10.57K	+8.7%	▲ Add	3+
430	IJK iShares S&P Mid-Cap 400…	0.0%	$869,337	7.40K	-0.7%	▼ Trim	3+
431	EBAY eBay Inc.	0.0%	$869,260	7.78K	-18.8%	▼ Trim	3+
432	GLD SPDR Gold Shares	0.0%	$866,406	2.35K	-17.7%	▼ Trim	3+
433	NGG National Grid plc	0.0%	$849,169	10.25K	0.0%	▲ Add	3+
434	EQNR Equinor ASA	0.0%	$821,221	26.15K	Novo	New	1
435	KGC Kinross Gold Corporation	0.0%	$820,616	34.74K	+182.3%	▲ Add	2
436	GLW Corning Inc	0.0%	$812,635	3.18K	+7658.5%	▲ Add	3+
437	WDS Woodside Energy Group Ltd	0.0%	$798,901	41.35K	-11.6%	▼ Trim	3+
438	FCX Freeport-McMoRan Inc.	0.0%	$796,372	12.66K	+253.3%	▲ Add	3+
439	PSA Public Storage	0.0%	$794,534	2.50K	+0.8%	▲ Add	3+
440	SYY Sysco Corporation	0.0%	$782,977	9.37K	0.0%	Held	3+
441	TPR Tapestry, Inc.	0.0%	$768,788	5.25K	+74928.6%	▲ Add	3+
442	EQIX Equinix, Inc.	0.0%	$768,512	737	-7.8%	▼ Trim	3+
443	DASH DoorDash, Inc.	0.0%	$756,477	4.10K	+4.8%	▲ Add	3+
444	STT State Street Corporation	0.0%	$750,989	4.43K	0.0%	Held	3+
445	HLT Hilton Worldwide Holdings…	0.0%	$741,499	2.24K	-2.7%	▼ Trim	3+
446	COHR Coherent, Inc.	0.0%	$737,718	1.87K	+204.1%	▲ Add	3+
447	CMG Chipotle Mexican Grill, Inc.	0.0%	$725,605	21.34K	-4.0%	▼ Trim	3+
448	O Realty Income Corporation	0.0%	$718,016	11.59K	-1.4%	▼ Trim	3+
449	ARKK ARK Innovation ETF	0.0%	$702,078	8.70K	-9.6%	▼ Trim	3+
450	GSK GSK plc	0.0%	$699,576	13.35K	-15.9%	▼ Trim	3+
451	VTV Vanguard Morningstar Value…	0.0%	$695,279	3.19K	0.0%	▲ Add	3+
452	BILL Bill.com Holdings, Inc.	0.0%	$682,484	18.87K	+306.1%	▲ Add	3+
453	KYN KAYNE ANDERSON	0.0%	$682,354	49.34K	+1.9%	▲ Add	3+
454	FRT Federal Realty Investment…	0.0%	$679,661	5.51K	-2.7%	▼ Trim	3+
455	ONC BeOne Medicines AG	0.0%	$675,664	2.37K	+4.0%	▲ Add	3+
456	AEP American Electric Power…	0.0%	$675,566	4.94K	+224.6%	▲ Add	3+
457	RELX RELX Plc	0.0%	$672,436	21.23K	+59.6%	▲ Add	3+
458	ESS Essex Property Trust, Inc.	0.0%	$664,534	2.28K	+108.7%	▲ Add	3+
459	AVB AvalonBay Communities, Inc.	0.0%	$657,019	3.48K	+219.7%	▲ Add	3+
460	RIO Rio Tinto Group	0.0%	$655,112	6.90K	+3.8%	▲ Add	3+
461	MTSI MACOM Technology Solutions…	0.0%	$646,629	1.70K	0.0%	Held	3+
462	GVI iShares Intermediate…	0.0%	$624,969	5.89K	-53.3%	▼ Trim	3+
463	VBR Vanguard Morningstar…	0.0%	$617,882	2.54K	-25.8%	▼ Trim	3+
464	RNG RingCentral, Inc.	0.0%	$613,937	15.75K	+38.8%	▲ Add	3+
465	CHT Chunghwa Telecom Co., Ltd.	0.0%	$613,178	13.85K	-0.1%	▼ Trim	3+
466	IJJ iShares S&P Mid-Cap 400…	0.0%	$610,869	4.14K	+140.6%	▲ Add	3+
467	ADP Automatic Data Processing…	0.0%	$606,905	2.71K	-2.5%	▼ Trim	3+
468	BMI Badger Meter, Inc.	0.0%	$602,571	4.06K	-98.5%	▼ Trim	3+
469	IVW iShares S&P 500 Growth ETF	0.0%	$599,944	4.36K	-1.8%	▼ Trim	3+
470	IBB iShares Biotechnology ETF	0.0%	$586,640	3.08K	-8.0%	▼ Trim	3+
471	MAA Mid-America Apartment…	0.0%	$583,409	4.20K	0.0%	▼ Trim	3+
472	SGOV iShares 0-3 Month Treasury…	0.0%	$571,932	5.68K	+32.7%	▲ Add	3+
473	ELS Equity LifeStyle…	0.0%	$561,231	8.71K	-2.6%	▼ Trim	3+
474	CVLT Commvault Systems, Inc.	0.0%	$559,125	3.94K	Novo	New	1
475	SHEL Shell plc	0.0%	$559,063	7.21K	+1.4%	▲ Add	3+
476	AFRM Affirm Holdings, Inc.	0.0%	$531,217	6.51K	+11743.6%	▲ Add	3+
477	SMH VanEck Semiconductor ETF	0.0%	$526,789	802	0.0%	Held	3+
478	VICI VICI Properties Inc.	0.0%	$517,678	19.50K	-1.0%	▼ Trim	3+
479	NTNX Nutanix, Inc.	0.0%	$509,396	10.00K	-81.1%	▼ Trim	2
480	HON Honeywell International Inc.	0.0%	$505,342	2.26K	+240.4% ✂	▲ Add	3+
481	VO Vanguard Morningstar…	0.0%	$504,547	6.26K	+42.2% ✂	▲ Add	3+
482	TLK Telkom Indonesia Persero…	0.0%	$504,229	37.55K	-1.4%	▼ Trim	3+
483	HONA Honeywell Aerospace Inc	0.0%	$498,978	2.26K	Novo	New	1
484	NRG NRG Energy, Inc.	0.0%	$497,200	3.40K	+219.9%	▲ Add	3+
485	SNY Sanofi	0.0%	$494,131	11.58K	+7.5%	▲ Add	3+
486	CVX Chevron Corporation	0.0%	$491,023	2.96K	-0.6%	▼ Trim	3+
487	SPTM State Street SPDR Portfolio…	0.0%	$463,884	5.11K	0.0%	Held	3+
488	XLF State Street Financial…	0.0%	$454,015	8.46K	+366.4%	▲ Add	3+
489	AMT American Tower Corporation	0.0%	$446,656	2.73K	+0.8%	▲ Add	3+
490	XSW SPDR SERIES TRUST	0.0%	$442,181	2.58K	Novo	New	1
491	VOD Vodafone Group Public…	0.0%	$429,905	32.51K	-0.1%	▼ Trim	3+
492	FPX FIRST TR	0.0%	$422,680	2.05K	0.0%	Held	3+
493	XNTK SPDR SERIES TRUST	0.0%	$412,859	1.06K	0.0%	Held	3+
494	FDXF FedEx Freight Holding…	0.0%	$410,871	2.72K	Novo	New	1
495	PHG Koninklijke Philips N.V.	0.0%	$405,441	14.91K	+3.4%	▲ Add	3+
496	MMM 3M Company	0.0%	$396,793	2.45K	+1.0%	▲ Add	3+
497	BEN Franklin Resources, Inc.	0.0%	$386,431	11.62K	0.0%	Held	3+
498	DGRO iShares Core Dividend…	0.0%	$385,556	5.08K	Novo	New	1
499	BP BP p.l.c.	0.0%	$373,786	10.12K	+0.8%	▲ Add	3+
500	EMR Emerson Electric Co.	0.0%	$373,049	2.61K	-2.1%	▼ Trim	3+

Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso
GMED Globus Medical, Inc.	4.28M	n/a	Novo	$338.14M	1.1%
CDNL	455.37K	n/a	Novo	$42.90M	0.1%
STRL Sterling…	45.33K	n/a	Novo	$38.05M	0.1%
SMLF iShares U.S. Small-Cap…	395.56K	n/a	Novo	$35.24M	0.1%
ANDG	898.63K	n/a	Novo	$33.90M	0.1%
FIGR Figure Technology…	1.10M	n/a	Novo	$33.81M	0.1%
APG APi Group Corporation	579.17K	n/a	Novo	$24.53M	0.1%
SPCX Space Exploration…	111.64K	n/a	Novo	$19.08M	0.1%
CTA	324.83K	n/a	Novo	$8.41M	0.0%
VG Venture Global, Inc.	162.30K	n/a	Novo	$1.81M	0.0%
NBIS Nebius Group N.V.	5.00K	n/a	Novo	$1.38M	0.0%
TEAM Atlassian Corporation	13.08K	n/a	Novo	$1.02M	0.0%
HGER Harbor Commodity…	34.71K	n/a	Novo	$1.02M	0.0%
MINO	21.73K	n/a	Novo	$993,465	0.0%
EQNR Equinor ASA	26.15K	n/a	Novo	$821,221	0.0%
CVLT Commvault Systems, Inc.	3.94K	n/a	Novo	$559,125	0.0%
HONA Honeywell Aerospace Inc	2.26K	n/a	Novo	$498,978	0.0%
XSW	2.58K	n/a	Novo	$442,181	0.0%
FDXF FedEx Freight Holding…	2.72K	n/a	Novo	$410,871	0.0%
DGRO iShares Core Dividend…	5.08K	n/a	Novo	$385,556	0.0%
AVSU	3.51K	n/a	Novo	$310,833	0.0%
FPS Forgent Power…	5.32K	n/a	Novo	$296,896	0.0%
IOO iShares Global 100 ETF	2.00K	n/a	Novo	$273,375	0.0%
EMO	4.53K	n/a	Novo	$226,703	0.0%
U Unity Software Inc.	7.24K	n/a	Novo	$207,034	0.0%
XRT State Street SPDR S&P…	2.35K	n/a	Novo	$206,019	0.0%
NLR VanEck Uranium and…	1.74K	n/a	Novo	$201,745	0.0%
VCIT Vanguard…	1.93K	n/a	Novo	$159,457	0.0%
DFSU	3.35K	n/a	Novo	$156,461	0.0%
TDIV First Trust NASDAQ…	1.35K	n/a	Novo	$154,882	0.0%
AVSD	1.65K	n/a	Novo	$131,726	0.0%
DFSI	2.82K	n/a	Novo	$127,186	0.0%
SCHM Schwab U.S. Mid-Cap ETF	3.00K	n/a	Novo	$110,508	0.0%
PSCI	563	n/a	Novo	$104,670	0.0%
KBWP	783	n/a	Novo	$99,248	0.0%
MXI	911	n/a	Novo	$96,676	0.0%
KCE	598	n/a	Novo	$88,009	0.0%
AVSE	948	n/a	Novo	$77,454	0.0%
KIE	1.16K	n/a	Novo	$70,507	0.0%
DFSE	1.45K	n/a	Novo	$69,621	0.0%
IYJ iShares U.S.…	403	n/a	Novo	$67,159	0.0%
VPL Vanguard FTSE Pacific…	570	n/a	Novo	$65,943	0.0%
DJP iPath Bloomberg…	1.50K	n/a	Novo	$65,357	0.0%
ENZL	1.31K	n/a	Novo	$58,841	0.0%
IHF	1.04K	n/a	Novo	$57,757	0.0%
EWA iShares MSCI Australia…	1.98K	n/a	Novo	$55,712	0.0%
ITB iShares U.S. Home…	478	n/a	Novo	$49,968	0.0%
ESTC Elastic N.V.	785	n/a	Novo	$44,761	0.0%
XTN	327	n/a	Novo	$37,814	0.0%
MMSI Merit Medical Systems…	533	n/a	Novo	$36,958	0.0%
IYT iShares U.S.…	423	n/a	Novo	$36,711	0.0%
VGSH Vanguard Short-Term…	598	n/a	Novo	$34,862	0.0%
BOX Box, Inc.	1.09K	n/a	Novo	$29,061	0.0%
VGNT Versigent PLC	683	n/a	Novo	$28,693	0.0%
JQUA JPMorgan U.S. Quality…	382	n/a	Novo	$27,611	0.0%
ITRI Itron, Inc.	290	n/a	Novo	$25,094	0.0%
VMBS Vanguard…	485	n/a	Novo	$22,674	0.0%
CXT Crane NXT, Co.	387	n/a	Novo	$19,799	0.0%
URA Global X - Uranium ETF	385	n/a	Novo	$16,742	0.0%
CHDN Churchill Downs…	161	n/a	Novo	$14,432	0.0%
SEIC SEI Investments Company	125	n/a	Novo	$10,964	0.0%
TPG TPG Inc.	260	n/a	Novo	$10,543	0.0%
LVS Las Vegas Sands Corp.	190	n/a	Novo	$8,776	0.0%
FQAL Fidelity Quality Factor…	105	n/a	Novo	$8,537	0.0%
VDC Vanguard Consumer…	27	n/a	Novo	$6,094	0.0%
PATK Patrick Industries, Inc.	63	n/a	Novo	$5,656	0.0%
MHK Mohawk Industries, Inc.	42	n/a	Novo	$5,096	0.0%
DOW Dow Inc.	136	n/a	Novo	$3,722	0.0%
OC Owens Corning	23	n/a	Novo	$3,656	0.0%
WPC W. P. Carey Inc.	50	n/a	Novo	$3,641	0.0%
WK Workiva Inc.	73	n/a	Novo	$3,541	0.0%
COLM Columbia Sportswear…	46	n/a	Novo	$2,844	0.0%
CHD Church & Dwight Co.…	26	n/a	Novo	$2,569	0.0%
OKE ONEOK, Inc.	24	n/a	Novo	$2,140	0.0%
FIVA	46	n/a	Novo	$1,765	0.0%
COIN Coinbase Global, Inc.	9	n/a	Novo	$1,332	0.0%
RHS	22	n/a	Novo	$660	0.0%
ELAN Elanco Animal Health…	23	n/a	Novo	$566	0.0%
KNX Knight-Swift…	6	n/a	Novo	$467	0.0%
NTR Nutrien Ltd.	7	n/a	Novo	$441	0.0%
CLS Celestica Inc.	1	n/a	Novo	$365	0.0%
GTLB GitLab Inc.	4	n/a	Novo	$122	0.0%

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso	Sequência
IBP Installed Building…	1.84M	1.81M	+1.5%	$423.07M	1.3%
EXPO Exponent, Inc.	4.00M	3.89M	+2.8%	$234.79M	0.7%
TRMB Trimble Inc.	3.83M	3.69M	+3.7%	$195.79M	0.6%
V Visa Inc.	299.75K	294.95K	+1.6%	$102.84M	0.3%
DYNF iShares U.S. Equity…	1.45M	1.04M	+40.0%	$98.78M	0.3%	●●○○○○
KLAC KLA Corporation	327.17K	30.94K	+5.8% ✂	$98.71M	0.3%	●●○○○○
ARM Arm Holdings plc…	220.32K	173.34K	+27.1%	$78.12M	0.2%	●●○○○○
MRVL Marvell Technology, Inc.	261.40K	46.42K	+463.1%	$77.87M	0.2%	●●○○○○
TBBB BBB Foods Inc.	1.85M	1.67M	+11.1%	$77.28M	0.2%	●●○○○○
AVGO Broadcom Inc.	152.47K	146.83K	+3.8%	$57.60M	0.2%
MDLN Medline Inc.	1.46M	1.23M	+18.5%	$57.53M	0.2%	●●○○○○
MAR Marriott International…	136.06K	125.53K	+8.4%	$50.42M	0.2%
QQQM Invesco NASDAQ 100 ETF	156.06K	152.48K	+2.4%	$47.32M	0.1%
IJH iShares Core S&P…	525.12K	145.67K	+260.5%	$40.46M	0.1%
RSP Invesco S&P 500 Equal…	187.18K	86.23K	+117.1%	$39.84M	0.1%	●●○○○○
IBM International Business…	136.10K	101.96K	+33.5%	$38.27M	0.1%
IRMD IRadimed Corporation	396.98K	349.32K	+13.7%	$37.94M	0.1%	●●○○○○
TTE TotalEnergies SE	385.73K	378.13K	+2.0%	$29.99M	0.1%	●●○○○○
TJX The TJX Companies, Inc.	216.94K	210.28K	+3.2%	$32.87M	0.1%
CSM	382.41K	380.92K	+0.4%	$32.57M	0.1%	●●○○○○
NOW ServiceNow, Inc.	317.61K	232.10K	+36.8%	$31.53M	0.1%
ISRG Intuitive Surgical, Inc.	66.12K	64.58K	+2.4%	$26.30M	0.1%
ORCL Oracle Corporation	195.61K	177.03K	+10.5%	$28.67M	0.1%	●●○○○○
UBER Uber Technologies, Inc.	397.16K	389.61K	+1.9%	$28.66M	0.1%
ABBV AbbVie Inc.	113.22K	111.90K	+1.2%	$28.49M	0.1%
KRMN Karman Holdings Inc.	424.82K	350.48K	+21.2%	$21.21M	0.1%	●●○○○○
WT WisdomTree, Inc.	454.10K	445.48K	+1.9%	$22.88M	0.1%	●●○○○○
CGIE Capital Group…	617.01K	516.50K	+19.5%	$22.56M	0.1%	●●○○○○
VMC Vulcan Materials Company	75.97K	64.57K	+17.7%	$22.41M	0.1%
STE STERIS plc	87.16K	86.95K	+0.2%	$18.35M	0.1%
PH Parker-Hannifin…	19.42K	14.77K	+31.5%	$19.00M	0.1%	●●○○○○
BE Bloom Energy Corporation	62.73K	56.62K	+10.8%	$18.99M	0.1%	●●○○○○
IGSB iShares 1-5 Year…	355.17K	346.80K	+2.4%	$18.61M	0.1%
LRCX Lam Research Corporation	42.25K	30.10K	+40.4%	$18.31M	0.1%	●●○○○○
SO The Southern Company	187.99K	187.32K	+0.4%	$17.99M	0.1%	●●○○○○
AVY Avery Dennison…	104.79K	61.19K	+71.3%	$17.01M	0.1%	●●○○○○
MCO Moody's Corporation	37.18K	36.06K	+3.1%	$16.84M	0.1%
BLK BlackRock, Inc.	16.04K	15.83K	+1.4%	$15.43M	0.0%
GNTX Gentex Corporation	606.36K	578.54K	+4.8%	$15.32M	0.0%
HDV iShares Core High…	503.60K	95.23K	+5.8% ✂	$13.81M	0.0%	●●○○○○
DSGX The Descartes Systems…	197.92K	179.39K	+10.3%	$13.70M	0.0%
MDT Medtronic plc	160.68K	145.15K	+10.7%	$12.57M	0.0%	●●○○○○
TXN Texas Instruments…	40.93K	39.95K	+2.4%	$12.20M	0.0%	●●○○○○
GOOG Alphabet Inc.	34.42K	33.76K	+2.0%	$12.16M	0.0%
RACE Ferrari N.V.	31.91K	952	+3251.6%	$11.88M	0.0%	●●○○○○
DIS The Walt Disney Company	103.79K	75.14K	+38.1%	$9.99M	0.0%	●●○○○○
JPM JPMorgan Chase & Co.	30.38K	24.78K	+22.6%	$9.94M	0.0%
ASML ASML Holding N.V.	4.94K	4.67K	+5.7%	$9.82M	0.0%	●●○○○○
GLDM SPDR Gold MiniShares…	117.73K	104.98K	+12.2%	$9.38M	0.0%
TSM Taiwan Semiconductor…	19.15K	16.84K	+13.7%	$9.14M	0.0%	●●○○○○
MU Micron Technology, Inc.	7.58K	4.86K	+56.0%	$8.76M	0.0%	●●○○○○
VEA Vanguard FTSE Developed…	112.71K	8.85K	+1174.0%	$8.03M	0.0%
AGG iShares Core U.S.…	81.17K	76.66K	+5.9%	$8.03M	0.0%	●●○○○○
COP ConocoPhillips	67.55K	60.41K	+11.8%	$7.02M	0.0%	●●○○○○
URI United Rentals, Inc.	6.72K	5.25K	+28.0%	$7.62M	0.0%	●●○○○○
WFC Wells Fargo & Company	88.33K	78.53K	+12.5%	$7.30M	0.0%	●●○○○○
NXPI NXP Semiconductors N.V.	25.56K	22.41K	+14.1%	$7.18M	0.0%	●●○○○○
FAST Fastenal Company	148.47K	117.58K	+26.3%	$7.13M	0.0%
EFAV iShares MSCI EAFE Min…	79.70K	51.75K	+54.0%	$6.98M	0.0%	●●○○○○
IYW iShares U.S. Technology…	27.39K	16.53K	+65.7%	$6.91M	0.0%
HPQ HP Inc.	302.89K	203.61K	+48.8%	$6.65M	0.0%	●●○○○○
AXP American Express Company	19.27K	17.43K	+10.6%	$6.52M	0.0%	●●○○○○
AMD Advanced Micro Devices…	11.16K	2.39K	+367.6%	$6.48M	0.0%
MS Morgan Stanley	31.00K	22.64K	+36.9%	$6.48M	0.0%	●●○○○○
MSM MSC Industrial Direct…	54.39K	53.86K	+1.0%	$6.47M	0.0%	●●○○○○
GILD Gilead Sciences, Inc.	50.18K	43.88K	+14.3%	$6.34M	0.0%	●●○○○○
UL Unilever PLC	98.25K	77.30K	+27.1%	$5.91M	0.0%
VWO Vanguard FTSE Emerging…	96.70K	84.93K	+13.9%	$5.76M	0.0%	●●○○○○
ROP Roper Technologies, Inc.	16.48K	9.25K	+78.1%	$5.58M	0.0%
RY Royal Bank of Canada	25.46K	24.45K	+4.2%	$5.27M	0.0%
ADBE Adobe Inc.	24.83K	11.37K	+118.4%	$5.09M	0.0%
EEM iShares MSCI Emerging…	71.84K	56.93K	+26.2%	$4.92M	0.0%	●●○○○○
DHI D.R. Horton, Inc.	29.08K	27.76K	+4.7%	$4.74M	0.0%	●●○○○○
BAC Bank of America…	79.58K	77.58K	+2.6%	$4.53M	0.0%
DRI Darden Restaurants, Inc.	21.91K	21.44K	+2.2%	$4.51M	0.0%	●●○○○○
BRK-B Berkshire Hathaway Inc.	8.55K	8.20K	+4.3%	$4.28M	0.0%	●●○○○○
MET MetLife, Inc.	48.89K	27.80K	+75.8%	$4.14M	0.0%
AZN AstraZeneca PLC	21.79K	14.42K	+51.1%	$4.13M	0.0%	●●○○○○
APTV Aptiv PLC	66.27K	49.05K	+35.1%	$4.07M	0.0%
UNP Union Pacific…	14.78K	13.14K	+12.5%	$4.02M	0.0%
VHT Vanguard Health Care ETF	13.22K	8.82K	+49.9%	$3.95M	0.0%
SAFT Safety Insurance Group…	52.58K	35.51K	+48.1%	$3.94M	0.0%
BKR Baker Hughes Company	70.66K	56.86K	+24.3%	$3.92M	0.0%	●●○○○○
GDDY GoDaddy Inc.	40.83K	16.64K	+145.4%	$3.47M	0.0%	●●○○○○
AMP Ameriprise Financial…	7.52K	6.38K	+17.9%	$3.45M	0.0%
CCEP Coca-Cola Europacific…	34.21K	33.91K	+0.9%	$3.42M	0.0%
ANET Arista Networks, Inc.	20.01K	9.11K	+119.7%	$3.40M	0.0%	●●○○○○
KDP Keurig Dr Pepper Inc.	102.89K	81.00K	+27.0%	$3.37M	0.0%
SYNA Synaptics Incorporated	26.85K	18.63K	+44.1%	$3.34M	0.0%	●●○○○○
PINS Pinterest, Inc.	152.41K	43.67K	+249.0%	$3.21M	0.0%	●●○○○○
VOO Vanguard S&P 500 ETF	4.64K	4.43K	+4.6%	$3.18M	0.0%	●●○○○○
CBRE CBRE Group, Inc.	23.12K	22.85K	+1.2%	$3.11M	0.0%
CVS CVS Health Corp.	29.02K	28.00K	+3.7%	$3.00M	0.0%
LYFT Lyft, Inc.	200.42K	90.43K	+121.6%	$2.93M	0.0%	●●○○○○
INCY Incyte Corporation	24.99K	24.50K	+2.0%	$2.83M	0.0%
PLD Prologis, Inc.	20.57K	19.43K	+5.8%	$2.79M	0.0%
FI Fiserv, Inc.	56.00K	34.70K	+61.4%	$2.75M	0.0%	●●○○○○
STZ Constellation Brands…	19.56K	15.67K	+24.8%	$2.72M	0.0%
PANW Palo Alto Networks, Inc.	7.97K	4.18K	+90.7%	$2.72M	0.0%	●●○○○○
BTI British American…	42.78K	41.16K	+3.9%	$2.64M	0.0%	●●○○○○
FDX FedEx Corporation	8.31K	6.20K	+8.1% ✂	$2.60M	0.0%	●●○○○○
SAP SAP SE	16.80K	14.49K	+15.9%	$2.59M	0.0%	●●○○○○
QQQ Invesco QQQ Trust…	3.51K	3.30K	+6.3%	$2.59M	0.0%
HWM Howmet Aerospace Inc.	9.52K	9.09K	+4.8%	$2.56M	0.0%	●●○○○○
KNRG	99.24K	36.34K	+173.1%	$2.55M	0.0%	●●○○○○
ITOT iShares Core S&P Total…	15.45K	15.45K	0.0%	$2.54M	0.0%	●●○○○○
GEN Gen Digital Inc.	94.54K	50.58K	+86.9%	$2.35M	0.0%	●●○○○○
PEG Public Service…	27.75K	23.08K	+20.2%	$2.25M	0.0%	●●○○○○
MTCH Match Group, Inc.	57.65K	25.66K	+124.7%	$2.19M	0.0%	●●○○○○
AZO AutoZone, Inc.	672	483	+39.1%	$2.15M	0.0%	●●○○○○
MSI Motorola Solutions, Inc.	5.15K	4.94K	+4.3%	$2.14M	0.0%
USFD US Foods Holding Corp.	20.88K	4.98K	+318.8%	$2.13M	0.0%	●●○○○○
NWG NatWest Group plc	120.61K	111.62K	+8.1%	$2.13M	0.0%	●●○○○○
ETR Entergy Corporation	17.57K	16.74K	+5.0%	$2.02M	0.0%	●●○○○○
IBIT iShares Bitcoin Trust…	53.29K	52.03K	+2.4%	$1.77M	0.0%	●●○○○○
TENB Tenable Holdings, Inc.	53.97K	13.37K	+303.7%	$1.99M	0.0%	●●○○○○
USB U.S. Bancorp	32.91K	21.28K	+54.6%	$1.99M	0.0%
BX Blackstone Inc.	16.88K	14.28K	+18.2%	$1.99M	0.0%	●●○○○○
CRWD CrowdStrike Holdings…	2.59K	367	+606.3%	$1.98M	0.0%
NTAP NetApp, Inc.	12.25K	12.21K	+0.4%	$1.90M	0.0%	●●○○○○

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso	Sequência
JKHY Jack Henry &…	5.21M	5.46M	-4.5%	$718.06M	2.2%	●●○○○○
PRI Primerica, Inc.	2.77M	3.07M	-9.9%	$786.81M	2.4%	●●○○○○
RBC RBC Bearings…	1.21M	1.32M	-8.8%	$778.42M	2.4%	●●○○○○
WTS Watts Water…	1.98M	2.13M	-6.7%	$776.67M	2.4%	●●○○○○
SSD Simpson Manufacturing…	3.57M	3.89M	-8.2%	$746.97M	2.3%	●●○○○○
TTC The Toro Company	7.14M	7.92M	-9.9%	$695.40M	2.2%	●●○○○○
TDY Teledyne Technologies…	1.02M	1.20M	-15.3%	$677.77M	2.1%	●●○○○○
IBKR Interactive Brokers…	6.37M	10.02M	-36.5%	$554.06M	1.7%	●●○○○○
GOLF Acushnet Holdings Corp.	5.43M	5.92M	-8.3%	$643.71M	2.0%	●●○○○○
LSTR Landstar System, Inc.	3.09M	3.43M	-10.1%	$638.47M	2.0%	●●○○○○
POOL Pool Corporation	2.57M	2.85M	-9.7%	$553.23M	1.7%
FCN FTI Consulting, Inc.	3.00M	3.26M	-7.8%	$447.29M	1.4%	●●○○○○
NDSN Nordson Corporation	1.71M	2.05M	-16.2%	$516.98M	1.6%	●●○○○○
ALLE Allegion plc	3.39M	3.64M	-6.7%	$476.34M	1.5%	●●○○○○
EME EMCOR Group, Inc.	613.03K	706.97K	-13.3%	$508.75M	1.6%	●●○○○○
ROL Rollins, Inc.	8.21M	9.70M	-15.4%	$342.75M	1.1%
WRB W. R. Berkley…	6.38M	7.77M	-17.9%	$449.77M	1.4%	●●○○○○
LPLA LPL Financial Holdings…	1.43M	1.68M	-14.6%	$404.08M	1.3%	●●○○○○
ZWS Zurn Elkay Water…	8.89M	10.85M	-18.1%	$449.33M	1.4%	●●○○○○
WSO Watsco, Inc.	1.13M	1.33M	-14.7%	$472.72M	1.5%	●●○○○○
ULS UL Solutions Inc.	4.69M	5.40M	-13.0%	$478.18M	1.5%	●●○○○○
COO The Cooper Companies…	5.43M	6.62M	-17.9%	$389.41M	1.2%	●●○○○○
LII Lennox International…	739.86K	875.17K	-15.5%	$423.90M	1.3%	●●○○○○
EFX Equifax Inc.	1.89M	2.28M	-17.3%	$299.75M	0.9%	●●○○○○
RLI RLI Corp.	6.74M	7.00M	-3.8%	$398.00M	1.2%	●●○○○○
HLI Houlihan Lokey, Inc.	2.43M	2.64M	-8.2%	$325.48M	1.0%	●●○○○○
MC Moelis & Company	5.41M	5.78M	-6.3%	$354.11M	1.1%	●●○○○○
GGG Graco Inc.	3.83M	4.14M	-7.5%	$289.72M	0.9%	●●○○○○
BJ BJ's Wholesale Club…	2.97M	3.55M	-16.1%	$259.44M	0.8%	●●○○○○
SAIA Saia, Inc.	813.96K	986.82K	-17.5%	$342.81M	1.1%	●●○○○○
THO Thor Industries, Inc.	3.62M	4.29M	-15.5%	$272.42M	0.8%	●●○○○○
KAI Kadant Inc.	1.08M	1.16M	-7.4%	$337.87M	1.0%	●●○○○○
HLNE Hamilton Lane…	3.05M	3.42M	-10.6%	$240.67M	0.7%
FHB First Hawaiian, Inc.	11.54M	12.29M	-6.1%	$338.20M	1.1%	●●○○○○
CHH Choice Hotels…	917.15K	3.22M	-71.5%	$101.13M	0.3%
SITE SiteOne Landscape…	2.05M	2.49M	-17.6%	$234.33M	0.7%	●●○○○○
ALGN Align Technology, Inc.	1.73M	1.90M	-8.9%	$292.37M	0.9%
BFAM Bright Horizons Family…	2.88M	3.84M	-25.1%	$204.13M	0.6%
TTAN ServiceTitan, Inc.	3.75M	4.87M	-22.9%	$265.27M	0.8%
OLLI Ollie's Bargain Outlet…	974.84K	3.29M	-70.3%	$74.95M	0.2%	●●○○○○
OLED Universal Display…	2.17M	3.22M	-32.7%	$187.58M	0.6%	●●○○○○
UFPI UFP Industries, Inc.	2.99M	3.19M	-6.2%	$271.26M	0.8%
MPWR Monolithic Power…	206.13K	266.67K	-22.7%	$284.95M	0.9%	●●○○○○
AME AMETEK, Inc.	1.20M	1.32M	-9.4%	$289.39M	0.9%	●●○○○○
CRVL CorVel Corporation	4.55M	4.87M	-6.6%	$284.54M	0.9%	●●○○○○
BANF BancFirst Corporation	2.39M	2.59M	-7.7%	$265.66M	0.8%	●●○○○○
WST West Pharmaceutical…	760.62K	858.30K	-11.4%	$273.06M	0.8%	●●○○○○
WAB Westinghouse Air Brake…	932.03K	1.06M	-11.8%	$251.28M	0.8%
ZBRA Zebra Technologies…	985.72K	1.13M	-12.5%	$259.50M	0.8%	●●○○○○
DCI Donaldson Company, Inc.	2.78M	2.92M	-4.8%	$249.81M	0.8%	●●○○○○
BSY Bentley Systems…	1.80M	7.06M	-74.5%	$53.75M	0.2%	●●○○○○
LCII LCI Industries	1.74M	1.92M	-9.3%	$184.34M	0.6%	●●○○○○
HWKN Hawkins, Inc.	1.43M	1.53M	-6.4%	$202.92M	0.6%
IVV iShares Core S&P 500 ETF	295.82K	298.25K	-0.8%	$222.05M	0.7%
ALH Alliance Laundry…	7.90M	9.46M	-16.4%	$209.58M	0.7%
APAM Artisan Partners Asset…	5.17M	5.56M	-7.1%	$178.57M	0.6%	●●○○○○
MDY State Street SPDR S&P…	283.09K	298.77K	-5.2%	$198.95M	0.6%	●●○○○○
HEI-A HEICO Corporation	764.54K	813.20K	-6.0%	$197.18M	0.6%	●●○○○○
ROST Ross Stores, Inc.	822.46K	867.85K	-5.2%	$175.06M	0.5%	●●○○○○
ROAD Construction Partners…	1.53M	1.67M	-8.7%	$181.18M	0.6%	●●○○○○
ODFL Old Dominion Freight…	698.15K	944.29K	-26.1%	$151.22M	0.5%
APH Amphenol Corporation	984.29K	1.45M	-32.3%	$173.55M	0.5%	●●○○○○
NVDA NVIDIA Corporation	895.33K	947.50K	-5.5%	$179.15M	0.6%	●●○○○○
WMS Advanced Drainage…	1.04M	1.11M	-6.4%	$162.49M	0.5%	●●○○○○
AWI Armstrong World…	894.08K	984.32K	-9.2%	$143.43M	0.4%	●●○○○○
VRSK Verisk Analytics, Inc.	756.99K	847.13K	-10.6%	$135.90M	0.4%
WDFC WD-40 Company	629.02K	634.33K	-0.8%	$153.25M	0.5%
BOH Bank of Hawaii…	1.83M	2.00M	-8.2%	$149.50M	0.5%
GOOGL Alphabet Inc.	415.15K	425.35K	-2.4%	$148.36M	0.5%	●●○○○○
MANH Manhattan Associates…	1.02M	1.09M	-7.2%	$141.38M	0.4%	●●○○○○
JBTM JBT Marel Corporation	985.90K	1.07M	-8.1%	$142.96M	0.4%	●●○○○○
CAKE The Cheesecake Factory…	1.79M	1.99M	-10.0%	$142.58M	0.4%	●●○○○○
EPAC Enerpac Tool Group Corp.	3.03M	3.73M	-18.7%	$108.71M	0.3%	●●○○○○
PNR Pentair plc	1.41M	1.51M	-6.9%	$108.12M	0.3%	●●○○○○
PBH Prestige Consumer…	1.87M	2.20M	-15.0%	$88.49M	0.3%
MSCI MSCI Inc.	223.72K	238.42K	-6.2%	$125.29M	0.4%	●●○○○○
FUL H.B. Fuller Company	2.00M	2.08M	-3.7%	$116.68M	0.4%	●●○○○○
AMZN Amazon.com, Inc.	495.61K	506.92K	-2.2%	$118.12M	0.4%	●●○○○○
TFIN Triumph Financial, Inc.	1.42M	1.96M	-27.6%	$108.61M	0.3%	●●○○○○
CHRW C.H. Robinson…	603.08K	644.40K	-6.4%	$113.58M	0.4%
KNSL Kinsale Capital Group…	286.68K	328.66K	-12.8%	$94.55M	0.3%
BR Broadridge Financial…	10.05K	688.68K	-98.5%	$1.38M	0.0%	●●○○○○
AAON AAON, Inc.	878.95K	1.06M	-17.4%	$111.50M	0.3%	●●○○○○
NET Cloudflare, Inc.	367.58K	536.38K	-31.5%	$90.16M	0.3%
GTY Getty Realty Corp.	3.18M	3.43M	-7.3%	$106.18M	0.3%	●●○○○○
GSHD Goosehead Insurance, Inc	2.17M	2.26M	-4.0%	$105.19M	0.3%
FFIN First Financial…	3.02M	3.25M	-7.2%	$104.36M	0.3%
HLMN Hillman Solutions Corp.	11.44M	12.31M	-7.1%	$96.54M	0.3%	●●○○○○
RYAN Ryan Specialty…	2.34M	3.01M	-22.0%	$88.49M	0.3%
SFBS ServisFirst Bancshares…	1.08M	1.36M	-20.9%	$93.31M	0.3%	●●○○○○
SYBT Stock Yards Bancorp…	1.29M	1.33M	-2.6%	$98.83M	0.3%	●●○○○○
CSW CSW Industrials, Inc.	348.30K	375.43K	-7.2%	$96.93M	0.3%	●●○○○○
DDOG Datadog, Inc.	372.53K	376.35K	-1.0%	$96.99M	0.3%
UNF UniFirst Corporation	345.73K	380.05K	-9.0%	$91.43M	0.3%	●●○○○○
FIX Comfort Systems USA…	45.61K	57.99K	-21.4%	$90.39M	0.3%
IWM iShares Russell 2000 ETF	134.83K	361.65K	-62.7%	$40.49M	0.1%	●●○○○○
EVTC EVERTEC, Inc.	2.71M	3.06M	-11.3%	$75.39M	0.2%
KFRC Kforce Inc.	1.83M	1.96M	-6.8%	$85.88M	0.3%	●●○○○○
BRC Brady Corporation	933.08K	960.42K	-2.9%	$85.44M	0.3%
USPH U.S. Physical Therapy…	846.67K	1.07M	-20.6%	$58.15M	0.2%	●●○○○○
FIZZ National Beverage Corp.	2.04M	2.34M	-12.9%	$63.55M	0.2%
LLY Eli Lilly and Company	65.34K	71.70K	-8.9%	$78.37M	0.2%	●●○○○○
NCNO nCino, Inc.	2.52M	5.14M	-50.9%	$41.23M	0.1%	●●○○○○
SNOW Snowflake Inc.	286.80K	291.13K	-1.5%	$72.99M	0.2%
META Meta Platforms, Inc.	119.63K	126.37K	-5.3%	$67.39M	0.2%	●●○○○○
APPF AppFolio Inc.	351.85K	454.46K	-22.6%	$56.42M	0.2%	●●○○○○
IWR iShares Russell Mid-Cap…	456.80K	725.46K	-37.0%	$50.40M	0.2%
CHE Chemed Corporation	72	185.14K	-100.0%	$33,533	0.0%	●●○○○○
BRO Brown & Brown, Inc.	2.45K	1.03M	-99.8%	$157,300	0.0%	●●○○○○
FICO Fair Isaac Corporation	51.49K	60.43K	-14.8%	$61.52M	0.2%	●●○○○○
IWD iShares Russell 1000…	41.89K	285.44K	-85.3%	$10.16M	0.0%
AAPL Apple Inc.	209.38K	228.90K	-8.5%	$60.59M	0.2%	●●○○○○
DFH Dream Finders Homes…	3.07M	4.27M	-28.0%	$53.02M	0.2%	●●○○○○
LAMR Lamar Advertising…	373.66K	382.10K	-2.2%	$58.28M	0.2%
GCT GigaCloud Technology…	1.23M	1.26M	-2.7%	$38.88M	0.1%
MELI MercadoLibre, Inc.	8.57K	33.04K	-74.1%	$14.54M	0.0%	●●○○○○
IDXX IDEXX Laboratories, Inc.	83.10K	100.84K	-17.6%	$43.75M	0.1%	●●○○○○
NYT The New York Times…	498.87K	592.82K	-15.8%	$34.91M	0.1%
RDDT Reddit, Inc.	264.86K	280.74K	-5.7%	$45.97M	0.1%
PNC The PNC Financial…	186.50K	212.67K	-12.3%	$45.92M	0.1%	●●○○○○

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso
GLBE Global-e Online Ltd.	n/a	444.74K	Saída	$13.72M	0.0%
NVEC	n/a	124.11K	Saída	$8.13M	0.0%
CHKP Check Point Software…	n/a	1.07K	Saída	$152,992	0.0%
NIQ NIQ Global Intelligence…	n/a	9.04K	Saída	$102,773	0.0%
ZS Zscaler, Inc.	n/a	515	Saída	$72,345	0.0%
JPEF	n/a	714	Saída	$51,286	0.0%
EIX Edison International	n/a	511	Saída	$37,395	0.0%
FLOT iShares Floating Rate…	n/a	500	Saída	$25,483	0.0%
VRE Veris Residential, Inc.	n/a	1.00K	Saída	$18,870	0.0%
AIZ Assurant, Inc.	n/a	79	Saída	$17,207	0.0%
FDS FactSet Research…	n/a	40	Saída	$8,680	0.0%
SPOT Spotify Technology S.A.	n/a	17	Saída	$8,622	0.0%
SNDK Sandisk Corporation	n/a	13	Saída	$8,259	0.0%
PAYC Paycom Software, Inc.	n/a	42	Saída	$5,105	0.0%
FTV Fortive Corporation	n/a	83	Saída	$4,588	0.0%
EMN Eastman Chemical Company	n/a	55	Saída	$4,198	0.0%
CTSH Cognizant Technology…	n/a	60	Saída	$3,681	0.0%
EQT EQT Corporation	n/a	44	Saída	$2,800	0.0%
CE Celanese Corporation	n/a	40	Saída	$2,631	0.0%
BXP BXP, Inc.	n/a	50	Saída	$2,595	0.0%
TTWO Take-Two Interactive…	n/a	12	Saída	$2,514	0.0%
CNI Canadian National…	n/a	23	Saída	$2,364	0.0%
CINF Cincinnati Financial…	n/a	11	Saída	$1,731	0.0%
LDOS Leidos Holdings, Inc.	n/a	11	Saída	$1,711	0.0%
OS OneStream, Inc. Class A…	n/a	67	Saída	$1,608	0.0%
HOLX Hologic, Inc.	n/a	21	Saída	$1,587	0.0%
AES The AES Corporation	n/a	109	Saída	$1,543	0.0%
DVA DaVita Inc.	n/a	10	Saída	$1,537	0.0%
SWKS Skyworks Solutions, Inc.	n/a	27	Saída	$1,446	0.0%
PRGO Perrigo Company plc	n/a	129	Saída	$1,385	0.0%
ATO Atmos Energy Corporation	n/a	7	Saída	$1,293	0.0%
VNT Vontier Corporation	n/a	33	Saída	$1,171	0.0%
FG F&G Annuities & Life…	n/a	45	Saída	$1,143	0.0%
RAL Ralliant Corp	n/a	27	Saída	$1,123	0.0%
IFF International Flavors &…	n/a	15	Saída	$1,088	0.0%
GNRC Generac Holdings Inc.	n/a	5	Saída	$977	0.0%
ROKU Roku, Inc.	n/a	10	Saída	$946	0.0%
EXE Expand Energy…	n/a	8	Saída	$878	0.0%
RBLX Roblox Corporation	n/a	15	Saída	$856	0.0%
NTES NetEase, Inc.	n/a	7	Saída	$784	0.0%
OGE OGE Energy Corp.	n/a	16	Saída	$767	0.0%
IP International Paper…	n/a	19	Saída	$678	0.0%
CMS CMS Energy Corporation	n/a	8	Saída	$621	0.0%
MOS The Mosaic Company	n/a	24	Saída	$612	0.0%
L Loews Corporation	n/a	5	Saída	$534	0.0%
G Genpact Limited	n/a	14	Saída	$522	0.0%
LBRDA Liberty Broadband…	n/a	9	Saída	$453	0.0%
AEE Ameren Corporation	n/a	4	Saída	$440	0.0%
PKG Packaging Corporation…	n/a	2	Saída	$424	0.0%
AR Antero Resources…	n/a	10	Saída	$424	0.0%
CCI Crown Castle Inc.	n/a	5	Saída	$407	0.0%
WYNN Wynn Resorts, Limited	n/a	4	Saída	$406	0.0%
AN AutoNation, Inc.	n/a	2	Saída	$391	0.0%
ICUI ICU Medical, Inc.	n/a	3	Saída	$387	0.0%
LW Lamb Weston Holdings…	n/a	9	Saída	$380	0.0%
HIW Highwoods Properties…	n/a	17	Saída	$364	0.0%
RL Ralph Lauren Corporation	n/a	1	Saída	$344	0.0%
DBX Dropbox, Inc.	n/a	14	Saída	$318	0.0%
JLL Jones Lang LaSalle…	n/a	1	Saída	$304	0.0%
FOXA Fox Corporation	n/a	5	Saída	$292	0.0%
OLN Olin Corporation	n/a	9	Saída	$268	0.0%
SMCI Super Micro Computer…	n/a	11	Saída	$250	0.0%
DLB Dolby Laboratories, Inc.	n/a	4	Saída	$240	0.0%
AMTM Amentum Holdings, Inc.	n/a	8	Saída	$209	0.0%
MSA MSA Safety Incorporated	n/a	1	Saída	$164	0.0%
ARES Ares Management…	n/a	1	Saída	$152	0.0%
PVH PVH Corp.	n/a	2	Saída	$140	0.0%
Z Zillow Group, Inc.…	n/a	3	Saída	$124	0.0%
HOG Harley-Davidson, Inc.	n/a	5	Saída	$101	0.0%
HBAN Huntington Bancshares…	n/a	6	Saída	$94	0.0%
GLBKV GCI Liberty, Inc.…	n/a	2	Saída	$74	0.0%

Idade da posição

820–1 trimestres

8832–4 trimestres

Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.

Gestores similares

Gestor	Posições comuns	Sobreposição de nomes	Similaridade ponderada
Korea Investment CORP	478	41.1%	0.0997	Comparar ⇄
Asset Management One Co., Ltd.	541	39.2%	0.0983	Comparar ⇄
Royal London Asset Management Ltd	485	42.0%	0.0868	Comparar ⇄
National Pension Service	438	40.6%	0.0857	Comparar ⇄
Brown Advisory Inc	671	38.9%	0.0838	Comparar ⇄
Credit Agricole S A	576	38.4%	0.0802	Comparar ⇄
FIL Ltd	591	39.3%	0.0777	Comparar ⇄
Chevy Chase Trust Holdings, LLC	484	42.8%	0.0772	Comparar ⇄

Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia

Histórico de registros

Aug 13 2026 13F-HR · período Q2 2026

$32.20B · 1,198 posições listadas · Ver filing original na SEC ↗

May 14 2026 13F-HR · período Q1 2026

$34.05B · 1,193 posições listadas · Ver filing original na SEC ↗

Feb 13 2026 13F-HR · período Q4 2025

$37.26B · 1,256 posições listadas · Ver filing original na SEC ↗

Nov 13 2025 13F-HR · período Q3 2025

$41.03B · 1,280 posições listadas · Ver filing original na SEC ↗

Aug 13 2025 13F-HR · período Q2 2025

$41.90B · 1,366 posições listadas · Ver filing original na SEC ↗

Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos. Período de referência: Q2 2026 · último registro Aug 13, 2026 · Metodologia de variação

☆ Kayne Anderson Rudnick Investment Management Llc

Kayne Anderson Rudnick Investment Management Llc