Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Sequoia Financial Advisors & Renaissance Technologies LLC Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Renaissance Technologies LLC based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
100
Extremely high shared conviction
Shared Holdings
1081 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 2644 for Renaissance Technologies LLC).
| Stock | Sequoia Financial Advisors value | Renaissance Technologies LLC value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation | $567.52M | $1.42B | $1.99B | 2.4% | $2.24B | Technology |
| VTI Vanguard Total Stock Market ETF | $1.42B | $34.74M | $1.45B | 3.6% | $1.51B | — |
| META Meta Platforms, Inc. | $154.91M | $1.14B | $1.29B | 1.2% | $1.36B | Communication Services |
| INTC Intel Corporation | $24.55M | $1.02B | $1.05B | 0.8% | $768.52M | Technology |
| AAPL Apple Inc. | $572.48M | $459.06M | $1.03B | 1.8% | $1.09B | Technology |
| GOOGL Alphabet Inc. | $168.86M | $828.17M | $997.03M | 1.0% | $965.04M | Communication Services |
| UTHR United Therapeutics Corporation | $1.37M | $925.85M | $927.22M | 0.7% | $855.17M | Healthcare |
| PLTR Palantir Technologies Inc. | $28.39M | $883.00M | $911.39M | 0.7% | $1.36B | Technology |
| GOOG Alphabet Inc. | $269.00M | $556.78M | $825.78M | 1.1% | $802.90M | Communication Services |
| AMZN Amazon.com, Inc. | $260.58M | $545.97M | $806.56M | 1.0% | $888.82M | Consumer Cyclical |
| EXEL Exelixis, Inc. | $1.10M | $730.62M | $731.72M | 0.5% | $689.09M | Healthcare |
| VRSN VeriSign, Inc. | $1.66M | $616.26M | $617.93M | 0.4% | $698.20M | Technology |
| KGC Kinross Gold Corporation | $1.64M | $584.53M | $586.17M | 0.4% | $677.74M | Basic Materials |
| CRWD CrowdStrike Holdings, Inc. | $8.04M | $571.56M | $579.60M | 0.4% | $164.77M | Technology |
| AVGO Broadcom Inc. | $251.54M | $321.02M | $572.56M | 0.9% | $595.66M | Technology |
| STRL Sterling Infrastructure, Inc. | $989,606 | $564.21M | $565.20M | 0.4% | $388.19M | Industrials |
| TSLA Tesla, Inc. | $60.98M | $467.27M | $528.25M | 0.5% | $429.87M | Consumer Cyclical |
| AGX Argan, Inc. | $412,061 | $517.76M | $518.18M | 0.4% | $375.20M | Industrials |
| AMD Advanced Micro Devices, Inc. | $41.29M | $463.82M | $505.11M | 0.4% | $463.35M | Technology |
| CVX Chevron Corporation | $28.80M | $475.82M | $504.62M | 0.4% | $608.86M | Energy |
| NFLX Netflix, Inc. | $15.18M | $484.66M | $499.84M | 0.4% | $547.16M | Communication Services |
| CORT Corcept Therapeutics Incorporat | $645,430 | $457.50M | $458.14M | 0.3% | $603.15M | Healthcare |
| STX Seagate Technology | $10.75M | $441.35M | $452.09M | 0.3% | $456.05M | — |
| ETSY Etsy, Inc. | $345,313 | $451.26M | $451.61M | 0.3% | $479.00M | Consumer Cyclical |
| VONG Vanguard Russell 1000 Growth ET | $438.00M | $4.73M | $442.73M | 1.1% | $446.85M | — |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $405.50M | $436.82M | 0.4% | $389.97M | Technology |
| TXN Texas Instruments Incorporated | $17.22M | $417.92M | $435.14M | 0.3% | $408.15M | Technology |
| FNV Franco-Nevada Corporation | $1.37M | $424.58M | $425.94M | 0.3% | $478.60M | Basic Materials |
| INCY Incyte Corporation | $2.18M | $398.14M | $400.32M | 0.3% | $424.33M | Healthcare |
| NBIX Neurocrine Biosciences, Inc. | $1.07M | $393.68M | $394.75M | 0.3% | $357.71M | Healthcare |
| DFAU Dimensional US Core Equity Mark | $393.23M | $1.40M | $394.62M | 1.0% | $410.81M | — |
| RBLX Roblox Corporation | $464,111 | $370.55M | $371.01M | 0.3% | $260.83M | Communication Services |
| WDC Western Digital Corporation | $11.03M | $343.29M | $354.32M | 0.3% | $282.25M | Technology |
| MSFT Microsoft Corporation | $338.04M | $2.24M | $340.28M | 0.9% | $451.92M | Technology |
| PYLD PIMCO U.S. Treasury Index Fund | $328.88M | $10.08M | $338.96M | 0.8% | $335.00M | — |
| G01767105 Alkermes | $431,578 | $338.52M | $338.95M | 0.2% | — | — |
| CVNA Carvana Co. | $1.23M | $337.16M | $338.39M | 0.2% | $388.62M | Consumer Cyclical |
| MUB iShares National Muni Bond ETF | $229.09M | $108.11M | $337.19M | 0.7% | $331.68M | — |
| BINC iShares Flexible Income Active | $321.04M | $15.75M | $336.79M | 0.8% | $334.99M | — |
| JPIE JPMorgan Income ETF | $328.40M | $6.09M | $334.48M | 0.8% | $333.32M | — |
| MU Micron Technology, Inc. | $67.22M | $244.22M | $311.45M | 0.3% | $262.17M | Technology |
| VCSH Vanguard Short-Term Corporate B | $290.20M | $18.10M | $308.30M | 0.7% | $306.77M | — |
| DELL Dell Technologies Inc. | $21.64M | $279.02M | $300.65M | 0.3% | $342.01M | Technology |
| TJX TJX Companies, Inc. (The) | $36.57M | $262.00M | $298.58M | 0.3% | $299.78M | Consumer Cyclical |
| BSV Vanguard Short-Term Bond ETF | $282.90M | $7.09M | $290.00M | 0.7% | $288.96M | — |
| PSTG Pure Storage, Inc. | $813,507 | $287.99M | $288.80M | 0.2% | — | Technology |
| GILD Gilead Sciences, Inc. | $7.41M | $280.14M | $287.55M | 0.2% | $314.91M | Healthcare |
| SPY SPDR S&P 500 | $119.75M | $163.57M | $283.33M | 0.4% | $294.54M | — |
| MCK McKesson Corporation | $7.20M | $272.84M | $280.04M | 0.2% | $322.07M | Healthcare |
| AZO AutoZone, Inc. | $2.17M | $269.29M | $271.46M | 0.2% | $256.94M | Consumer Cyclical |
| JPM JP Morgan Chase & Co. | $127.95M | $126.25M | $254.19M | 0.4% | $281.77M | Financial Services |
| RDDT Reddit, Inc. | $442,109 | $251.70M | $252.15M | 0.2% | $258.70M | Communication Services |
| MDT Medtronic | $3.43M | $247.81M | $251.24M | 0.2% | $293.12M | — |
| CBOE Cboe Global Markets, Inc. | $1.41M | $249.08M | $250.49M | 0.2% | $305.68M | Financial Services |
| G25457105 Credo Technology | $1.81M | $229.59M | $231.40M | 0.2% | — | — |
| QQQ Invesco QQQ Trust, Series 1 | $78.43M | $150.67M | $229.10M | 0.3% | $227.44M | — |
| HOOD Robinhood Markets, Inc. | $3.58M | $220.25M | $223.83M | 0.2% | $213.30M | Financial Services |
| ABNB Airbnb, Inc. | $2.23M | $220.75M | $222.98M | 0.2% | $286.80M | Consumer Cyclical |
| MSTR MicroStrategy Incorporated | $775,032 | $221.99M | $222.77M | 0.2% | $238.43M | Technology |
| MEDP Medpace Holdings, Inc. | $586,786 | $220.09M | $220.68M | 0.2% | $241.06M | Healthcare |
| ALSN Allison Transmission Holdings, | $313,869 | $218.60M | $218.92M | 0.2% | $244.41M | Consumer Cyclical |
| COP ConocoPhillips | $6.56M | $210.26M | $216.82M | 0.2% | $264.41M | Energy |
| LLY Eli Lilly and Company | $185.36M | $31.29M | $216.66M | 0.5% | $213.18M | Healthcare |
| BX Blackstone Inc. | $28.87M | $184.78M | $213.65M | 0.2% | $261.33M | Financial Services |
| SHEL Shell PLC | $3.27M | $209.01M | $212.27M | 0.2% | $247.67M | Energy |
| GLD SPDR Gold Trust | $168.07M | $41.64M | $209.71M | 0.5% | $228.56M | — |
| LNG Cheniere Energy, Inc. | $36.05M | $171.94M | $207.98M | 0.2% | $236.38M | Energy |
| ZM Zoom Communications, Inc. | $1.23M | $205.48M | $206.71M | 0.2% | $253.77M | Technology |
| SCHW Charles Schwab Corporation (The | $30.23M | $176.34M | $206.58M | 0.2% | $248.71M | Financial Services |
| BE Bloom Energy Corporation | $1.86M | $204.53M | $206.40M | 0.2% | $156.78M | Industrials |
| ISRG Intuitive Surgical, Inc. | $4.46M | $200.60M | $205.07M | 0.2% | $203.43M | Healthcare |
| INTU Intuit Inc. | $2.99M | $199.68M | $202.67M | 0.2% | $268.40M | Technology |
| MELI MercadoLibre, Inc. | $2.39M | $197.73M | $200.12M | 0.1% | $217.47M | Consumer Cyclical |
| SMCI Super Micro | $759,038 | $199.02M | $199.78M | 0.1% | $271.37M | — |
| DBX Dropbox, Inc. | $715,319 | $198.16M | $198.87M | 0.1% | $249.19M | Technology |
| ROKU Roku, Inc. | $831,302 | $196.75M | $197.58M | 0.1% | $225.53M | Communication Services |
| VTEB Vanguard Tax-Exempt Bond ETF | $104.86M | $89.84M | $194.70M | 0.3% | $191.54M | — |
| NEM Newmont Corporation | $3.59M | $188.58M | $192.17M | 0.1% | $242.29M | Basic Materials |
| BP BP p.l.c. | $1.90M | $187.48M | $189.37M | 0.1% | $217.97M | Energy |
| VUG Vanguard Growth ETF | $188.40M | $229,649 | $188.63M | 0.5% | $195.64M | — |
| ENVA Enova International, Inc. | $458,110 | $187.12M | $187.58M | 0.1% | $206.84M | Financial Services |
| MUSA Murphy USA Inc. | $337,914 | $183.31M | $183.65M | 0.1% | $193.96M | Consumer Cyclical |
| ACWI iShares MSCI ACWI ETF | $179.99M | $800,547 | $180.79M | 0.5% | $186.92M | — |
| GD General Dynamics Corporation | $19.54M | $160.73M | $180.27M | 0.2% | $201.41M | Industrials |
| UNH UnitedHealth Group Incorporated | $23.63M | $152.54M | $176.17M | 0.2% | $170.28M | Healthcare |
| KVUE Kenvue Inc. | $1.24M | $172.46M | $173.71M | 0.1% | $174.53M | Consumer Defensive |
| LITE Lumentum Holdings Inc. | $1.95M | $171.30M | $173.25M | 0.1% | $187.00M | Technology |
| H50430232 Logitech | $1.05M | $171.03M | $172.08M | 0.1% | — | — |
| KMB Kimberly-Clark Corporation | $7.41M | $164.61M | $172.02M | 0.1% | $173.00M | Consumer Defensive |
| SFM Sprouts Farmers Market, Inc. | $855,189 | $170.33M | $171.19M | 0.1% | $166.98M | Consumer Defensive |
| VIRT Virtu Financial, Inc. | $217,491 | $170.86M | $171.08M | 0.1% | $172.37M | Financial Services |
| TS Tenaris S.A. | $430,265 | $169.58M | $170.01M | 0.1% | $164.16M | Energy |
| NKE Nike, Inc. | $1.76M | $167.08M | $168.84M | 0.1% | $167.52M | Consumer Cyclical |
| VRTX Vertex Pharmaceuticals Incorpor | $8.31M | $158.96M | $167.27M | 0.1% | $170.30M | Healthcare |
| DASH DoorDash, Inc. | $1.55M | $164.13M | $165.69M | 0.1% | $194.86M | Communication Services |
| WBD Warner Bros. Discovery, Inc. - | $2.36M | $162.18M | $164.54M | 0.1% | $172.75M | Communication Services |
| LMT Lockheed Martin Corporation | $11.52M | $152.08M | $163.60M | 0.1% | $195.46M | Industrials |
| BLK BlackRock | $47.89M | $114.16M | $162.05M | 0.2% | $197.80M | — |
| PBR-A Petroleo Brasileiro S.A.- Petro | $206,659 | $159.38M | $159.59M | 0.1% | $175.18M | Energy |
| MRVL Marvell Technology, Inc. | $8.50M | $150.56M | $159.06M | 0.1% | $118.55M | Technology |
| NGG National Grid Transco, PLC Nati | $1.70M | $156.98M | $158.68M | 0.1% | $155.20M | Utilities |
| ICE Intercontinental Exchange Inc. | $2.35M | $156.26M | $158.61M | 0.1% | $199.35M | Financial Services |
| RTX RTX Corporation | $114.20M | $44.41M | $158.60M | 0.3% | $186.39M | Industrials |
| FIX Comfort Systems USA, Inc. | $6.54M | $150.95M | $157.49M | 0.1% | $140.97M | Industrials |
| NYT New York Times Company (The) | $1.02M | $156.39M | $157.41M | 0.1% | $145.73M | Communication Services |
| CME CME Group Inc. | $5.74M | $150.18M | $155.92M | 0.1% | $190.49M | Financial Services |
| EAT Brinker International, Inc. | $246,120 | $153.43M | $153.67M | 0.1% | $216.93M | Consumer Cyclical |
| HL Hecla Mining Company | $320,113 | $150.16M | $150.48M | 0.1% | $179.15M | Basic Materials |
| DHR Danaher Corporation | $4.47M | $144.89M | $149.35M | 0.1% | $158.74M | Healthcare |
| GE GE Aerospace | $33.00M | $114.66M | $147.66M | 0.2% | $145.54M | Industrials |
| NVO Novo Nordisk A/S | $2.21M | $145.37M | $147.59M | 0.1% | $141.28M | Healthcare |
| ILMN Illumina, Inc. | $1.33M | $145.35M | $146.68M | 0.1% | $159.25M | Healthcare |
| FTDR frontdoor, inc. | $412,236 | $145.67M | $146.09M | 0.1% | $162.81M | Consumer Cyclical |
| CNC Centene Corporation | $2.41M | $140.73M | $143.14M | 0.1% | $150.46M | Healthcare |
| WMT Walmart Inc. | $95.99M | $46.50M | $142.48M | 0.3% | $145.01M | Consumer Defensive |
| PBR Petroleo Brasileiro S.A.- Petro | $453,586 | $141.90M | $142.35M | 0.1% | $157.50M | Energy |
| PR Permian Resources Corporation | $677,851 | $140.04M | $140.72M | 0.1% | $164.33M | Energy |
| AVUV Avantis U.S. Small Cap Value ET | $132.71M | $5.95M | $138.66M | 0.3% | $143.08M | — |
| MO Altria Group, Inc. | $9.92M | $128.17M | $138.09M | 0.1% | $126.09M | Consumer Defensive |
| V Visa Inc. | $95.19M | $42.30M | $137.49M | 0.3% | $145.93M | Financial Services |
| DOCU DocuSign, Inc. | $674,460 | $136.59M | $137.27M | 0.1% | $191.72M | Technology |
| MTCH Match Group, Inc. | $554,524 | $136.56M | $137.12M | 0.1% | $136.76M | Communication Services |
| ROST Ross Stores, Inc. | $3.48M | $131.06M | $134.54M | 0.1% | $155.09M | Consumer Cyclical |
| MCD McDonald's Corporation | $38.96M | $94.92M | $133.87M | 0.2% | $135.12M | Consumer Cyclical |
| CAH Cardinal Health, Inc. | $3.17M | $130.68M | $133.85M | 0.1% | $132.51M | Healthcare |
| RIVN Rivian Automotive, Inc. | $522,189 | $131.86M | $132.38M | 0.1% | $117.20M | Consumer Cyclical |
| MSI Motorola Solutions, Inc. | $3.11M | $127.43M | $130.54M | 0.1% | $146.65M | Technology |
| NVS Novartis AG | $6.11M | $123.50M | $129.61M | 0.1% | $124.78M | Healthcare |
| TTD The Trade Desk, Inc. | $324,705 | $126.96M | $127.29M | 0.1% | $99.55M | Technology |
| XYL Xylem Inc. | $33.55M | $93.44M | $126.99M | 0.2% | $128.57M | Industrials |
| NTES NetEase, Inc. | $1.26M | $124.52M | $125.79M | 0.1% | $122.82M | Communication Services |
| BRK-B Berkshire Hathaway Inc. New | $123.72M | $892,454 | $124.61M | 0.3% | $125.52M | Financial Services |
| VST Vistra Corp. | $2.85M | $121.40M | $124.24M | 0.1% | $116.02M | Utilities |
| COF Capital One Financial Corporati | $5.17M | $118.67M | $123.84M | 0.1% | $140.33M | Financial Services |
| CNK Cinemark Holdings Inc Cinemark | $2.48M | $119.71M | $122.19M | 0.1% | $143.95M | Communication Services |
| CVLT Commvault Systems, Inc. | $537,441 | $120.31M | $120.85M | 0.1% | $125.42M | Technology |
| RIO Rio Tinto Plc | $2.09M | $115.30M | $117.39M | 0.1% | $118.32M | Basic Materials |
| CMG Chipotle Mexican Grill, Inc. | $1.73M | $114.40M | $116.13M | 0.1% | $114.42M | Consumer Cyclical |
| CHT Chunghwa Telecom Co., Ltd. | $2.39M | $113.57M | $115.96M | 0.1% | $111.56M | Communication Services |
| NTNX Nutanix, Inc. | $448,194 | $115.10M | $115.55M | 0.1% | $151.03M | Technology |
| CNQ Canadian Natural Resources Limi | $2.01M | $112.95M | $114.96M | 0.1% | $139.62M | Energy |
| OTIS Otis Worldwide Corporation | $743,685 | $113.43M | $114.17M | 0.1% | $115.81M | Industrials |
| WSM Williams-Sonoma, Inc. | $15.82M | $97.88M | $113.70M | 0.1% | $117.83M | Consumer Cyclical |
| MNDY Monday.com | $456,926 | $112.70M | $113.16M | 0.1% | $136.81M | — |
| PGR Progressive Corporation (The) | $29.59M | $81.96M | $111.55M | 0.1% | $107.03M | Financial Services |
| DXCM DexCom, Inc. | $1.29M | $109.83M | $111.12M | 0.1% | $148.08M | Healthcare |
| TER Teradyne, Inc. | $4.41M | $105.53M | $109.94M | 0.1% | $95.15M | Technology |
| RPRX Royalty Pharma | $981,982 | $108.54M | $109.52M | 0.1% | $114.46M | — |
| RDY Dr. Reddy's Laboratories Ltd | $2.35M | $106.46M | $108.81M | 0.1% | $92.14M | Healthcare |
| WYNN Wynn Resorts, Limited | $1.00M | $107.75M | $108.75M | 0.1% | $114.84M | Consumer Cyclical |
| B Barrick Gold | $1.41M | $106.79M | $108.20M | 0.1% | $122.55M | — |
| GDX VanEck Gold Miners ETF | $1.65M | $106.02M | $107.68M | 0.1% | $128.40M | — |
| UI Ubiquiti Inc. | $364,213 | $105.92M | $106.29M | 0.1% | $114.00M | Technology |
| ITW Illinois Tool Works Inc. | $3.03M | $103.09M | $106.13M | 0.1% | $114.11M | Industrials |
| NOC Northrop Grumman Corporation | $2.19M | $103.58M | $105.78M | 0.1% | $121.68M | Industrials |
| DFUS Dimensional U.S. Equity Market | $104.01M | $1.64M | $105.65M | 0.3% | $109.52M | — |
| TMUS T-Mobile US, Inc. | $3.77M | $101.41M | $105.18M | 0.1% | $114.51M | Communication Services |
| BSX Boston Scientific Corporation | $2.11M | $102.94M | $105.05M | 0.1% | $127.57M | Healthcare |
| HPQ HP Inc. | $776,501 | $103.14M | $103.91M | 0.1% | $142.61M | Technology |
| XLV SPDR Select Sector Fund - Healt | $3.37M | $99.69M | $103.05M | 0.1% | $108.71M | — |
| ZTS Zoetis Inc. | $1.33M | $100.84M | $102.17M | 0.1% | $104.91M | Healthcare |
| PWR Quanta Services, Inc. | $97.84M | $4.29M | $102.13M | 0.3% | $97.27M | Industrials |
| TD Toronto Dominion Bank (The) | $2.85M | $99.00M | $101.85M | 0.1% | $104.31M | Financial Services |
| PAAS Pan American Silver Corp. | $492,557 | $101.30M | $101.79M | 0.1% | $107.77M | Basic Materials |
| DUK Duke Energy Corporation (Holdin | $7.15M | $93.61M | $100.76M | 0.1% | $98.64M | Utilities |
| TTC Toro Company (The) | $351,200 | $100.15M | $100.50M | 0.1% | $101.49M | Industrials |
| TGT Target Corporation | $5.46M | $94.77M | $100.23M | 0.1% | $118.55M | Consumer Defensive |
| CI The Cigna Group | $3.33M | $95.25M | $98.58M | 0.1% | $101.04M | Healthcare |
| MCHP Microchip Technology Incorporat | $2.56M | $95.39M | $97.95M | 0.1% | $85.03M | Technology |
| DFAT Dimensional U.S. Targeted Value | $97.26M | $608,480 | $97.87M | 0.2% | $101.82M | — |
| ABT Abbott Laboratories | $35.29M | $62.28M | $97.57M | 0.1% | $119.62M | Healthcare |
| GMAB Genmab A/S | $703,195 | $96.64M | $97.34M | 0.1% | $113.18M | Healthcare |
| VLTO Veralto Corp | $685,730 | $95.65M | $96.34M | 0.1% | $106.11M | Industrials |
| EOG EOG Resources, Inc. | $3.40M | $92.63M | $96.03M | 0.1% | $105.56M | Energy |
| CIEN Ciena Corporation | $3.66M | $90.64M | $94.30M | 0.1% | $82.43M | Technology |
| ADSK Autodesk, Inc. | $1.28M | $92.91M | $94.19M | 0.1% | $121.92M | Technology |
| REGN Regeneron Pharmaceuticals, Inc. | $1.68M | $92.42M | $94.10M | 0.1% | $121.25M | Healthcare |
| BBY Best Buy Co., Inc. | $914,250 | $92.70M | $93.61M | 0.1% | $106.61M | Consumer Cyclical |
| BBWI Bath & Body Works, Inc. | $668,157 | $92.52M | $93.18M | 0.1% | $78.20M | Consumer Cyclical |
| BKR Baker Hughes Company | $1.50M | $90.58M | $92.09M | 0.1% | $107.55M | Energy |
| INVA Innoviva, Inc. | $221,605 | $91.67M | $91.89M | 0.1% | $85.74M | Healthcare |
| SPGI S&P Global Inc. | $3.61M | $87.75M | $91.36M | 0.1% | $93.95M | Financial Services |
| MPWR Monolithic Power Systems, Inc. | $3.89M | $87.18M | $91.07M | 0.1% | $92.37M | Technology |
| VIG Vanguard Div Appreciation ETF | $87.88M | $1.74M | $89.62M | 0.2% | $92.94M | — |
| WM Waste Management, Inc. | $52.04M | $37.09M | $89.13M | 0.2% | $89.80M | Industrials |
| MGV Vanguard Mega Cap Value ETF | $86.91M | $1.50M | $88.41M | 0.2% | $91.33M | — |
| CL Colgate-Palmolive Company | $6.23M | $80.86M | $87.09M | 0.1% | $87.34M | Consumer Defensive |
| IVV iShares Core S&P 500 ETF | $72.31M | $14.21M | $86.52M | 0.2% | $90.12M | — |
| DDS Dillard's, Inc. | $899,900 | $85.36M | $86.26M | 0.1% | $91.56M | Consumer Cyclical |
| GGG Graco Inc. | $1.74M | $83.82M | $85.56M | 0.1% | $92.72M | Industrials |
| MSGS Madison Square Garden Sports Co | $214,583 | $84.70M | $84.91M | 0.1% | $86.04M | Communication Services |
| ELV Elevance Health, Inc. | $6.35M | $77.88M | $84.23M | 0.1% | $87.19M | Healthcare |
| MCY Mercury General Corporation | $217,510 | $83.34M | $83.56M | 0.1% | $82.59M | Financial Services |
| FTV Fortive Corporation | $1.54M | $81.09M | $82.63M | 0.1% | $83.34M | Technology |
| CLS Celestica, Inc. | $1.59M | $80.90M | $82.49M | 0.1% | $75.77M | Technology |
| JCI Johnson Controls International | $5.55M | $76.79M | $82.34M | 0.1% | $86.58M | Industrials |
| NIO NIO Inc. | $104,742 | $81.77M | $81.88M | 0.1% | $73.14M | Consumer Cyclical |
| ULTA Ulta Beauty, Inc. | $1.04M | $80.18M | $81.22M | 0.1% | $91.98M | Consumer Cyclical |
| DOW Dow Inc. | $1.61M | $79.22M | $80.84M | 0.1% | $91.80M | Basic Materials |
| LUMN Lumen Technologies, Inc. | $10.19M | $70.43M | $80.63M | 0.1% | $70.55M | Communication Services |
| IUSV iShares Core S&P U.S. Value ETF | $76.55M | $2.70M | $79.25M | 0.2% | $83.00M | — |
| ATO Atmos Energy Corporation | $1.79M | $77.16M | $78.95M | 0.1% | $77.87M | Utilities |
| AEM Agnico Eagle Mines Limited | $1.84M | $77.03M | $78.87M | 0.1% | $94.79M | Basic Materials |
| IESC IES Holdings, Inc. | $318,843 | $78.43M | $78.75M | 0.1% | $81.05M | Industrials |
| ABEV Ambev S.A. | $459,684 | $78.22M | $78.68M | 0.1% | $70.16M | Consumer Defensive |
| LVS Las Vegas Sands Corp. | $435,585 | $76.95M | $77.39M | 0.1% | $77.45M | Consumer Cyclical |
| SE Sea Limited | $633,394 | $76.63M | $77.26M | 0.1% | $98.31M | Consumer Cyclical |
| CCJ Cameco Corporation | $10.88M | $66.23M | $77.11M | 0.1% | $73.99M | Energy |
| ALAB Astera Labs, Inc. | $1.78M | $74.10M | $75.87M | 0.1% | $50.52M | Technology |
| TEL TE Connectivity | $2.37M | $71.97M | $74.35M | 0.1% | $79.74M | — |
| LQD iShares iBoxx $ Investment Grad | $3.44M | $70.26M | $73.70M | 0.1% | $71.71M | — |
| UNP Union Pacific Corporation | $13.24M | $60.14M | $73.38M | 0.1% | $79.23M | Industrials |
| EXC Exelon Corporation | $2.76M | $70.54M | $73.30M | 0.1% | $72.10M | Utilities |
| PTEN Patterson-UTI Energy, Inc. | $203,310 | $73.04M | $73.25M | 0.1% | $90.72M | Energy |
| MOH Molina Healthcare Inc | $1.09M | $72.05M | $73.14M | 0.1% | $67.94M | Healthcare |
| AFL AFLAC Incorporated | $3.08M | $69.56M | $72.64M | 0.1% | $75.24M | Financial Services |
| MIDD The Middleby Corporation | $204,692 | $72.36M | $72.56M | 0.1% | $49.74M | Industrials |
| VOO Vanguard S&P 500 ETF | $45.72M | $25.98M | $71.69M | 0.1% | $74.49M | — |
| G87110105 TechnipFMC | $981,784 | $70.56M | $71.54M | 0.1% | — | — |
| WTS Watts Water Technologies, Inc. | $836,921 | $70.44M | $71.27M | 0.1% | $69.99M | Industrials |
| H8817H100 Transocean | $216,813 | $71.04M | $71.25M | 0.1% | — | — |
| QRVO Qorvo, Inc. | $385,482 | $70.71M | $71.09M | 0.1% | $74.78M | Technology |
| REG Regency Centers Corporation | $577,133 | $70.43M | $71.01M | 0.1% | $68.31M | Real Estate |
| EXPD Expeditors International of Was | $1.47M | $69.35M | $70.82M | 0.1% | $80.88M | Industrials |
| AMP Ameriprise Financial, Inc. | $3.66M | $66.85M | $70.51M | 0.1% | $87.54M | Financial Services |
| TRMB Trimble Inc. | $890,576 | $69.41M | $70.30M | 0.1% | $79.12M | Technology |
| ROL Rollins, Inc. | $514,826 | $69.75M | $70.27M | 0.1% | $60.94M | Consumer Cyclical |
| IT Gartner, Inc. | $507,674 | $69.23M | $69.73M | 0.1% | $97.42M | Technology |
| BELFB Bel Fuse Inc. | $205,486 | $69.19M | $69.39M | 0.1% | $60.44M | Technology |
| CART Maplebear Inc. | $333,108 | $68.75M | $69.09M | 0.1% | $71.32M | Consumer Cyclical |
| TPR Tapestry, Inc. | $1.19M | $67.85M | $69.04M | 0.1% | $60.83M | Consumer Cyclical |
| HCC Warrior Met Coal, Inc. | $220,350 | $67.50M | $67.72M | 0.0% | $81.94M | Basic Materials |
| VALE VALE S.A. | $514,783 | $66.96M | $67.48M | 0.0% | $61.15M | Basic Materials |
| EQNR Equinor ASA | $1.16M | $65.70M | $66.86M | 0.1% | $86.81M | Energy |
| ZBRA Zebra Technologies Corporation | $475,759 | $66.32M | $66.79M | 0.0% | $95.41M | Technology |
| UAL United Airlines Holdings, Inc. | $3.21M | $63.34M | $66.55M | 0.1% | $61.34M | Industrials |
| FIVE Five Below, Inc. | $509,265 | $65.86M | $66.37M | 0.0% | $90.27M | Consumer Cyclical |
| RL Ralph Lauren Corporation | $1.29M | $63.77M | $65.06M | 0.0% | $63.04M | Consumer Cyclical |
| AVDV Avantis International Small Cap | $64.18M | $733,304 | $64.91M | 0.2% | $69.83M | — |
| MAS Masco Corporation | $9.11M | $55.65M | $64.76M | 0.1% | $59.16M | Industrials |
| AXSM Axsome Therapeutics, Inc. | $217,111 | $64.13M | $64.35M | 0.0% | $56.17M | Healthcare |
| BEKE KE Holdings Inc | $295,424 | $63.98M | $64.27M | 0.0% | $75.24M | Real Estate |
| USLM United States Lime & Minerals, | $263,246 | $63.75M | $64.01M | 0.0% | $71.80M | Basic Materials |
| SCHX Schwab U.S. Large-Cap ETF | $40.75M | $23.17M | $63.92M | 0.1% | $66.55M | — |
| MANH Manhattan Associates, Inc. | $1.15M | $62.49M | $63.64M | 0.0% | $90.21M | Technology |
| WSO Watsco, Inc. | $639,968 | $62.99M | $63.63M | 0.0% | $47.80M | Industrials |
| CRM Salesforce, Inc. | $29.94M | $33.31M | $63.25M | 0.1% | $79.21M | Technology |
| SPOT Spotify | $2.13M | $60.23M | $62.36M | 0.0% | $69.65M | — |
| ALB Albemarle Corporation | $709,282 | $61.59M | $62.30M | 0.0% | $62.82M | Basic Materials |
| DNOW DNOW Inc. | $1.12M | $60.93M | $62.05M | 0.0% | $78.61M | Industrials |
| FSV FirstService Corporation | $219,845 | $61.23M | $61.45M | 0.0% | $60.88M | Real Estate |
| RAL Ralliant | $273,339 | $61.08M | $61.36M | 0.0% | $60.24M | — |
| SPLG SPDR Portfolio S&P 500 ETF | $46.24M | $14.91M | $61.15M | 0.1% | — | — |
| SU Suncor Energy Inc. | $2.68M | $58.26M | $60.94M | 0.0% | $74.72M | Energy |
| SITM SiTime Corporation | $261,692 | $60.48M | $60.74M | 0.0% | $58.00M | Technology |
| EVR Evercore Inc. | $7.40M | $53.33M | $60.72M | 0.1% | $54.66M | Financial Services |
| ANF Abercrombie & Fitch Company | $485,881 | $59.79M | $60.28M | 0.0% | $72.41M | Consumer Cyclical |
| IDXX IDEXX Laboratories, Inc. | $2.23M | $57.79M | $60.03M | 0.0% | $62.82M | Healthcare |
| ED Consolidated Edison, Inc. | $3.83M | $56.16M | $59.99M | 0.0% | $58.99M | Utilities |
| FANG Diamondback Energy, Inc. | $1.35M | $58.27M | $59.62M | 0.0% | $68.67M | Energy |
| ACN Accenture plc | $7.18M | $51.83M | $59.01M | 0.1% | $83.88M | Technology |
| BRO Brown & Brown, Inc. | $811,913 | $58.00M | $58.82M | 0.0% | $64.68M | Financial Services |
| FNB F.N.B. Corporation | $2.21M | $56.32M | $58.53M | 0.0% | $59.75M | Financial Services |
| AMRZ Amrize | $536,731 | $57.83M | $58.37M | 0.0% | $51.13M | — |
| CVE Cenovus Energy Inc | $1.15M | $57.10M | $58.25M | 0.0% | $72.81M | Energy |
| PINS Pinterest, Inc. | $725,145 | $57.38M | $58.11M | 0.0% | $66.48M | Communication Services |
| ITT ITT Inc. | $8.78M | $49.28M | $58.06M | 0.1% | $64.42M | Industrials |
| ETR Entergy Corporation | $2.43M | $55.60M | $58.04M | 0.0% | $54.49M | Utilities |
| SQM Sociedad Quimica y Minera S.A. | $307,598 | $57.71M | $58.02M | 0.0% | $58.24M | Basic Materials |
| WY Weyerhaeuser Company | $773,825 | $57.09M | $57.87M | 0.0% | $59.36M | Real Estate |
| OXY Occidental Petroleum Corporatio | $2.25M | $55.50M | $57.76M | 0.0% | $69.40M | Energy |
| EG Everest Group | $1.56M | $55.67M | $57.24M | 0.0% | $59.30M | — |
| CBSH Commerce Bancshares, Inc. | $703,915 | $56.52M | $57.22M | 0.0% | $59.72M | Financial Services |
| EME EMCOR Group, Inc. | $2.61M | $54.47M | $57.08M | 0.0% | $57.52M | Industrials |
| ATEN A10 Networks, Inc. | $204,229 | $56.80M | $57.00M | 0.0% | $41.81M | Technology |
| ARMK Aramark | $441,312 | $56.29M | $56.73M | 0.0% | $62.20M | Industrials |
| SNA Snap-On Incorporated | $1.57M | $54.80M | $56.37M | 0.0% | $56.53M | Industrials |
| MXL MaxLinear, Inc | $229,558 | $55.89M | $56.12M | 0.0% | $37.19M | Technology |
| VTR Ventas, Inc. | $1.17M | $54.86M | $56.03M | 0.0% | $57.75M | Real Estate |
| GLPI Gaming and Leisure Properties, | $1.54M | $54.33M | $55.87M | 0.0% | $54.67M | Real Estate |
| ADBE Adobe Inc. | $3.43M | $52.27M | $55.71M | 0.0% | $71.74M | Technology |
| FI Fiserv, Inc. | $930,644 | $54.78M | $55.71M | 0.0% | — | Technology |
| VCIT Vanguard Intermediate-Term Corp | $13.39M | $41.75M | $55.13M | 0.1% | $54.18M | — |
| PYPL PayPal Holdings, Inc. | $1.98M | $52.69M | $54.67M | 0.0% | $78.07M | Financial Services |
| TME Tencent Music Entertainment Gro | $599,965 | $53.91M | $54.51M | 0.0% | $57.71M | Communication Services |
| LBTYA Liberty Global | $186,730 | $54.12M | $54.30M | 0.0% | $50.00M | — |
| CRUS Cirrus Logic, Inc. | $1.11M | $53.13M | $54.24M | 0.0% | $44.22M | Technology |
| TOST Toast, Inc. | $391,539 | $53.84M | $54.23M | 0.0% | $67.73M | Technology |
| FDX FedEx Corporation | $4.34M | $49.45M | $53.79M | 0.0% | $57.48M | Industrials |
| RY Royal Bank Of Canada | $4.32M | $49.26M | $53.58M | 0.0% | $56.06M | Financial Services |
| BTSG BrightSpring Health Services, I | $256,853 | $53.06M | $53.32M | 0.0% | $47.18M | Healthcare |
| GFI Gold Fields Limited | $1.01M | $51.91M | $52.92M | 0.0% | $63.39M | Basic Materials |
| KMI Kinder Morgan, Inc. | $10.56M | $42.01M | $52.57M | 0.1% | $53.97M | Energy |
| HR Healthcare Realty Trust Incorpo | $902,951 | $51.66M | $52.56M | 0.0% | $50.17M | Real Estate |
| MKL Markel Group Inc. | $2.98M | $49.41M | $52.39M | 0.0% | $49.56M | Financial Services |
| FCX Freeport-McMoRan, Inc. | $3.43M | $48.33M | $51.76M | 0.0% | $54.73M | Basic Materials |
| XLE SPDR Select Sector Fund - Energ | $7.50M | $44.22M | $51.72M | 0.1% | $60.29M | — |
| DDOG Datadog, Inc. | $2.40M | $49.23M | $51.64M | 0.0% | $50.66M | Technology |
| PEG Public Service Enterprise Group | $2.77M | $48.74M | $51.50M | 0.0% | $48.25M | Utilities |
| AMKR Amkor Technology, Inc. | $1.39M | $50.07M | $51.45M | 0.0% | $35.20M | Technology |
| AEE Ameren Corporation | $1.86M | $49.53M | $51.39M | 0.0% | $49.89M | Utilities |
| CVS CVS Health Corporation | $5.77M | $45.62M | $51.39M | 0.0% | $48.27M | Healthcare |
| ES Eversource Energy (D/B/A) | $3.01M | $47.93M | $50.94M | 0.0% | $51.00M | Utilities |
| HUBS HubSpot, Inc. | $726,846 | $49.70M | $50.42M | 0.0% | $61.93M | Technology |
| HWM Howmet Aerospace Inc. | $5.86M | $44.50M | $50.36M | 0.0% | $54.16M | Industrials |
| GFF Griffon Corporation | $411,196 | $49.62M | $50.03M | 0.0% | $53.43M | Industrials |
| YUM Yum! Brands, Inc. | $3.30M | $46.62M | $49.91M | 0.0% | $46.24M | Consumer Cyclical |
| IBIT iShares Bitcoin Trust ETF | $2.27M | $46.74M | $49.01M | 0.0% | $52.45M | — |
| FCNCA First Citizens BancShares, Inc. | $632,792 | $48.04M | $48.67M | 0.0% | $53.59M | Financial Services |
| VRSK Verisk Analytics, Inc. | $839,155 | $47.81M | $48.64M | 0.0% | $49.22M | Industrials |
| TLK PT Telekomunikasi Indonesia, Tb | $336,205 | $47.86M | $48.19M | 0.0% | $53.25M | Communication Services |
| PNW Pinnacle West Capital Corporati | $1.59M | $46.55M | $48.13M | 0.0% | $45.65M | Utilities |
| CCI Crown Castle Inc. | $554,732 | $47.42M | $47.98M | 0.0% | $48.14M | Real Estate |
| GDDY GoDaddy Inc. | $262,110 | $47.64M | $47.91M | 0.0% | $53.57M | Technology |
| IWB iShares Russell 1000 ETF | $30.43M | $17.46M | $47.89M | 0.1% | $49.75M | — |
| FORM FormFactor, Inc. | $449,084 | $47.27M | $47.72M | 0.0% | $39.27M | Technology |
| XPO XPO, Inc. | $675,199 | $47.04M | $47.71M | 0.0% | $49.05M | Industrials |
| MCO Moody's Corporation | $2.74M | $44.75M | $47.49M | 0.0% | $50.85M | Financial Services |
| SNAP Snap Inc. | $118,051 | $47.31M | $47.43M | 0.0% | $57.79M | Communication Services |
| RGLD Royal Gold, Inc. | $770,718 | $46.45M | $47.22M | 0.0% | $54.57M | Basic Materials |
| AU AngloGold Ashanti | $658,983 | $46.48M | $47.14M | 0.0% | $56.12M | — |
| RSP Invesco S&P 500 Equal Weight ET | $30.25M | $16.45M | $46.70M | 0.1% | $48.89M | — |
| AME AMETEK, Inc. | $2.41M | $44.02M | $46.44M | 0.0% | $48.90M | Industrials |
| CPT Camden Property Trust | $364,110 | $45.92M | $46.29M | 0.0% | $44.62M | Real Estate |
| ERIC Ericsson | $571,344 | $45.46M | $46.03M | 0.0% | $42.40M | Technology |
| KMX CarMax Inc | $312,369 | $45.72M | $46.03M | 0.0% | $52.15M | Consumer Cyclical |
| VMI Valmont Industries, Inc. | $699,428 | $45.24M | $45.94M | 0.0% | $39.39M | Industrials |
| G4124C109 Grab | $263,740 | $45.50M | $45.76M | 0.0% | — | — |
| ALV Autoliv, Inc. | $503,365 | $45.12M | $45.62M | 0.0% | $47.96M | Consumer Cyclical |
| HSBC HSBC Holdings, plc. | $5.61M | $39.85M | $45.47M | 0.0% | $49.63M | Financial Services |
| CF CF Industries Holdings, Inc. | $1.55M | $43.68M | $45.23M | 0.0% | $49.42M | Basic Materials |
| BA Boeing Company (The) | $13.94M | $30.91M | $44.85M | 0.1% | $48.00M | Industrials |
| DSGX The Descartes Systems Group Inc | $281,253 | $44.37M | $44.65M | 0.0% | $49.81M | Technology |
| IONS Ionis Pharmaceuticals, Inc. | $282,828 | $44.36M | $44.64M | 0.0% | $32.23M | Healthcare |
| SPHR Sphere Entertainment Co. | $207,463 | $44.28M | $44.49M | 0.0% | $43.20M | Communication Services |
| VOD Vodafone Group Plc | $1.07M | $43.38M | $44.45M | 0.0% | $55.19M | Communication Services |
| NET Cloudflare, Inc. | $2.40M | $42.04M | $44.44M | 0.0% | $57.22M | Technology |
| DTE DTE Energy Company | $3.71M | $40.58M | $44.29M | 0.0% | $40.94M | Utilities |
| SBS Companhia de saneamento Basico | $527,933 | $43.62M | $44.15M | 0.0% | $35.14M | Utilities |
| U Unity Software Inc. | $403,664 | $43.65M | $44.05M | 0.0% | $71.29M | Technology |
| GNTX Gentex Corporation | $1.63M | $42.16M | $43.79M | 0.0% | $41.37M | Consumer Cyclical |
| CACC Credit Acceptance Corporation | $5.73M | $38.06M | $43.78M | 0.0% | $40.38M | Financial Services |
| LULU lululemon athletica inc. | $556,873 | $43.14M | $43.70M | 0.0% | $45.75M | Consumer Cyclical |
| LPLA LPL Financial Holdings Inc. | $841,123 | $42.72M | $43.56M | 0.0% | $57.32M | Financial Services |
| WDFC WD-40 Company | $596,679 | $42.90M | $43.50M | 0.0% | $40.93M | Basic Materials |
| SPHQ Invesco S&P 500 Quality ETF | $42.20M | $1.13M | $43.33M | 0.1% | $42.13M | — |
| TDG Transdigm Group Incorporated | $9.06M | $34.13M | $43.19M | 0.0% | $40.75M | Industrials |
| IEX IDEX Corporation | $793,215 | $42.06M | $42.85M | 0.0% | $45.12M | Industrials |
| LRCX Lam Research | $29.15M | $13.69M | $42.85M | 0.1% | $32.86M | — |
| TFSL TFS Financial Corporation | $564,534 | $42.25M | $42.82M | 0.0% | $42.62M | Financial Services |
| TAK Takeda Pharmaceutical Company L | $1.41M | $41.17M | $42.57M | 0.0% | $46.82M | Healthcare |
| VONV Vanguard Russell 1000 Value ETF | $38.43M | $3.70M | $42.13M | 0.1% | $44.94M | — |
| DPZ Domino's Pizza Inc | $573,728 | $41.49M | $42.07M | 0.0% | $49.21M | Consumer Cyclical |
| DG Dollar General Corporation | $1.46M | $39.89M | $41.34M | 0.0% | $44.28M | Consumer Defensive |
| GM General Motors Company | $4.81M | $36.45M | $41.26M | 0.0% | $46.44M | Consumer Cyclical |
| AMG Affiliated Managers Group, Inc. | $1.47M | $39.74M | $41.21M | 0.0% | $45.59M | Financial Services |
| VLO Valero Energy Corporation | $7.08M | $34.11M | $41.19M | 0.0% | $54.04M | Energy |
| RBRK Rubrik, Inc. | $317,106 | $40.88M | $41.19M | 0.0% | $52.46M | Technology |
| OZK Bank OZK | $220,497 | $40.73M | $40.95M | 0.0% | $41.26M | Financial Services |
| RNG Ringcentral, Inc. | $632,071 | $39.97M | $40.60M | 0.0% | $67.17M | Technology |
| G6683N103 Nu Holdings | $2.69M | $37.78M | $40.47M | 0.0% | — | — |
| NVST Envista Holdings Corporation | $301,313 | $40.07M | $40.37M | 0.0% | $43.00M | Healthcare |
| QLYS Qualys, Inc. | $1.03M | $39.06M | $40.10M | 0.0% | $54.26M | Technology |
| FREY FREYR Battery, Inc. | $152,306 | $39.94M | $40.09M | 0.0% | — | Industrials |
| SWX Southwest Gas Holdings, Inc. | $681,502 | $38.92M | $39.60M | 0.0% | $41.35M | Utilities |
| NVR NVR, Inc. | $953,882 | $38.50M | $39.45M | 0.0% | $36.52M | Consumer Cyclical |
| GEV GE Vernova Inc. | $34.01M | $5.31M | $39.32M | 0.1% | $35.59M | Utilities |
| FWONK Liberty Media Corporation - Ser | $702,039 | $38.58M | $39.28M | 0.0% | $42.90M | Communication Services |
| SRE DBA Sempra | $5.81M | $33.44M | $39.25M | 0.0% | $36.58M | Utilities |
| COKE Coca-Cola Consolidated, Inc. | $789,192 | $38.37M | $39.16M | 0.0% | $38.79M | Consumer Defensive |
| PATH UiPath, Inc. | $418,985 | $38.63M | $39.05M | 0.0% | $57.52M | Technology |
| ARWR Arrowhead Pharmaceuticals, Inc. | $295,800 | $38.22M | $38.52M | 0.0% | $40.94M | Healthcare |
| WTW Willis Towers Watson | $687,462 | $37.80M | $38.49M | 0.0% | $48.83M | — |
| CGNX Cognex Corporation | $938,419 | $37.48M | $38.42M | 0.0% | $34.82M | Technology |
| LNT Alliant Energy Corporation | $1.71M | $36.43M | $38.14M | 0.0% | $35.29M | Utilities |
| OWL Blue Owl Capital Inc. | $276,929 | $37.83M | $38.11M | 0.0% | $53.22M | Financial Services |
| LANC Lancaster Colony Corporation | $700,144 | $37.40M | $38.10M | 0.0% | — | Consumer Defensive |
| NTRS Northern Trust Corporation | $3.88M | $34.12M | $38.00M | 0.0% | $41.84M | Financial Services |
| NI NiSource Inc | $2.40M | $35.53M | $37.93M | 0.0% | $33.90M | Utilities |
| HALO Halozyme Therapeutics, Inc. | $359,103 | $37.54M | $37.90M | 0.0% | $47.77M | Healthcare |
| FIS Fidelity National Information S | $1.14M | $36.75M | $37.88M | 0.0% | $41.82M | Technology |
| HTHT H World Group Limited | $213,662 | $37.62M | $37.84M | 0.0% | $37.98M | Consumer Cyclical |
| TW Tradeweb Markets Inc. | $7.69M | $30.11M | $37.80M | 0.0% | $40.31M | Financial Services |
| MORN Morningstar, Inc. | $401,752 | $37.25M | $37.65M | 0.0% | $50.06M | Financial Services |
| AEIS Advanced Energy Industries, Inc | $808,410 | $36.75M | $37.56M | 0.0% | $33.27M | Industrials |
| MNST Monster Beverage Corporation | $7.11M | $30.45M | $37.56M | 0.0% | $18.29M | Consumer Defensive |
| G8726T105 Teekay Corporation | $621,873 | $36.89M | $37.51M | 0.0% | — | — |
| TIMB TIM S.A. | $358,229 | $37.04M | $37.40M | 0.0% | $30.29M | Communication Services |
| IWF iShares Russell 1000 Growth ETF | $15.32M | $21.12M | $36.45M | 0.1% | $36.77M | — |
| EQH Equitable Holdings, Inc. | $304,835 | $35.98M | $36.28M | 0.0% | $43.90M | Financial Services |
| MFC Manulife Financial Corporation | $2.71M | $33.57M | $36.28M | 0.0% | $39.81M | Financial Services |
| EL Estee Lauder Companies, Inc. (T | $608,348 | $35.47M | $36.08M | 0.0% | $39.35M | Consumer Defensive |
| GWW W.W. Grainger, Inc. | $3.48M | $32.58M | $36.06M | 0.0% | $35.06M | Industrials |
| TENB Tenable Holdings, Inc. | $253,403 | $35.80M | $36.06M | 0.0% | $37.47M | Technology |
| BEPC Brookfield Renewable | $2.35M | $33.60M | $35.94M | 0.0% | $34.37M | — |
| SANM Sanmina Corporation | $966,513 | $34.93M | $35.90M | 0.0% | $29.91M | Technology |
| CR Crane Company | $203,318 | $35.60M | $35.81M | 0.0% | $35.05M | Industrials |
| GRMN Garmin | $1.85M | $33.81M | $35.66M | 0.0% | $46.57M | — |
| HIG Hartford Financial Services Gro | $3.56M | $32.10M | $35.65M | 0.0% | $37.13M | Financial Services |
| LHX L3Harris Technologies, Inc. | $19.35M | $16.27M | $35.62M | 0.1% | $35.77M | Industrials |
| DUHP Dimensional ETF Trust Dimension | $34.41M | $1.16M | $35.57M | 0.1% | $36.47M | — |
| XLK SPDR Select Sector Fund - Techn | $20.49M | $15.05M | $35.54M | 0.1% | $35.45M | — |
| APH Amphenol Corporation | $8.58M | $26.80M | $35.38M | 0.0% | $33.53M | Technology |
| GDXJ VanEck Junior Gold Miners ETF | $453,228 | $34.91M | $35.36M | 0.0% | $42.50M | — |
| J Jacobs Solutions Inc. | $537,999 | $34.76M | $35.30M | 0.0% | $40.53M | Industrials |
| T AT&T Inc. | $10.39M | $24.65M | $35.04M | 0.0% | $42.13M | Communication Services |
| NUVL Nuvalent, Inc. | $331,598 | $34.69M | $35.02M | 0.0% | $35.15M | Healthcare |
| MYRG MYR Group, Inc. | $278,723 | $34.65M | $34.93M | 0.0% | $23.34M | Industrials |
| CSX CSX Corporation | $4.69M | $30.17M | $34.86M | 0.0% | $36.79M | Industrials |
| EWBC East West Bancorp, Inc. | $849,413 | $33.59M | $34.44M | 0.0% | $36.45M | Financial Services |
| SNEX StoneX Group Inc. | $690,381 | $33.67M | $34.36M | 0.0% | $19.46M | Financial Services |
| ITRI Itron, Inc. | $3.40M | $30.91M | $34.31M | 0.0% | $40.27M | Technology |
| NOK Nokia Corporation Sponsored | $1.49M | $32.75M | $34.24M | 0.0% | $27.74M | Technology |
| WEC WEC Energy Group, Inc. | $1.86M | $32.18M | $34.04M | 0.0% | $32.22M | Utilities |
| IRDM Iridium Communications Inc | $584,701 | $33.45M | $34.03M | 0.0% | $31.15M | Communication Services |
| SMTC Semtech Corporation | $374,036 | $33.52M | $33.90M | 0.0% | $29.39M | Technology |
| LOPE Grand Canyon Education, Inc. | $356,344 | $33.49M | $33.84M | 0.0% | $34.10M | Consumer Defensive |
| MGY Magnolia Oil & Gas Corporation | $451,782 | $33.17M | $33.63M | 0.0% | $34.49M | Energy |
| HII Huntington Ingalls Industries, | $4.92M | $28.45M | $33.37M | 0.0% | $39.07M | Industrials |
| VSCO Victorias Secret & Co. | $405,170 | $32.89M | $33.30M | 0.0% | $21.66M | Consumer Cyclical |
| POWL Powell Industries, Inc. | $501,417 | $32.65M | $33.15M | 0.0% | $24.71M | Industrials |
| BCPC Balchem Corporation | $282,851 | $32.66M | $32.94M | 0.0% | $4.67M | Basic Materials |
| FRSH Freshworks Inc. | $145,303 | $32.74M | $32.89M | 0.0% | $41.14M | Technology |
| CIGI Colliers International Group In | $227,347 | $32.66M | $32.89M | 0.0% | $36.96M | Real Estate |
| MD Pediatrix Medical Group, Inc. | $225,893 | $32.61M | $32.83M | 0.0% | $34.49M | Healthcare |
| BUD Anheuser-Busch Inbev SA Sponsor | $3.04M | $29.72M | $32.76M | 0.0% | $31.70M | Consumer Defensive |
| INVH Invitation Homes Inc. | $967,598 | $31.76M | $32.73M | 0.0% | $32.81M | Real Estate |
| SYK Stryker Corporation | $3.92M | $28.74M | $32.67M | 0.0% | $35.20M | Healthcare |
| IYR iShares U.S. Real Estate ETF | $1.16M | $31.43M | $32.60M | 0.0% | $33.49M | — |
| ITOT iShares Core S&P Total U.S. Sto | $25.07M | $7.52M | $32.59M | 0.1% | $33.82M | — |
| XLP SPDR Select Sector Fund - Consu | $2.83M | $29.67M | $32.51M | 0.0% | $33.69M | — |
| AXP American Express Company | $20.53M | $11.70M | $32.22M | 0.1% | $32.63M | Financial Services |
| NBHC National Bank Holdings Corporat | $432,926 | $31.79M | $32.22M | 0.0% | $31.57M | Financial Services |
| HLNE Hamilton Lane Incorporated | $288,045 | $31.64M | $31.93M | 0.0% | $42.23M | Financial Services |
| AGG iShares Core U.S. Aggregate Bon | $15.07M | $16.80M | $31.87M | 0.1% | $31.39M | — |
| G7S00T104 Pentair | $527,021 | $31.34M | $31.87M | 0.0% | — | — |
| JLL Jones Lang LaSalle Incorporated | $1.47M | $30.38M | $31.85M | 0.0% | $38.53M | Real Estate |
| EQR Equity Residential | $375,269 | $31.34M | $31.72M | 0.0% | $30.80M | Real Estate |
| SLV iShares Silver Trust | $2.93M | $28.76M | $31.69M | 0.0% | $34.66M | — |
| CG The Carlyle Group Inc. | $328,190 | $31.36M | $31.69M | 0.0% | $37.08M | Financial Services |
| BND Vanguard Total Bond Market ETF | $7.94M | $23.74M | $31.68M | 0.0% | $31.21M | — |
| PODD Insulet Corporation | $615,445 | $30.77M | $31.38M | 0.0% | $29.55M | Healthcare |
| PTC PTC Inc. | $501,163 | $30.86M | $31.36M | 0.0% | $41.33M | Technology |
| QUAL iShares MSCI USA Quality Factor | $22.22M | $9.08M | $31.30M | 0.1% | $32.22M | — |
| EXLS ExlService Holdings, Inc. | $201,476 | $31.09M | $31.29M | 0.0% | $42.12M | Technology |
| XLU SPDR Select Sector Fund - Utili | $3.78M | $27.48M | $31.26M | 0.0% | $30.55M | — |
| WFC Wells Fargo & Company | $24.94M | $6.24M | $31.18M | 0.1% | $33.51M | Financial Services |
| WPC W. P. Carey Inc. REIT | $9.95M | $20.89M | $30.84M | 0.0% | $30.89M | Real Estate |
| G8473T100 STERIS | $6.38M | $24.41M | $30.79M | 0.0% | — | — |
| DKS Dick's Sporting Goods Inc | $946,631 | $29.68M | $30.62M | 0.0% | $27.27M | Consumer Cyclical |
| DKNG DraftKings Inc. | $428,031 | $30.16M | $30.59M | 0.0% | $31.66M | Consumer Cyclical |
| LEN Lennar Corporation | $1.32M | $29.15M | $30.47M | 0.0% | $29.24M | Consumer Cyclical |
| KIM Kimco Realty Corporation (HC) | $1.51M | $28.79M | $30.30M | 0.0% | $29.18M | Real Estate |
| AVB AvalonBay Communities, Inc. | $601,128 | $29.48M | $30.08M | 0.0% | $29.34M | Real Estate |
| APPF AppFolio, Inc. | $256,881 | $29.80M | $30.06M | 0.0% | $38.28M | Technology |
| AA Alcoa Corporation | $467,396 | $29.50M | $29.96M | 0.0% | $28.72M | Basic Materials |
| TIP iShares TIPS Bond ETF | $419,439 | $29.20M | $29.62M | 0.0% | $28.96M | — |
| ACMR ACM Research, Inc. | $331,945 | $29.16M | $29.49M | 0.0% | $18.69M | Technology |
| YUMC Yum China Holdings, Inc. | $1.08M | $28.40M | $29.48M | 0.0% | $34.33M | Consumer Cyclical |
| BGNE BeiGene, Ltd. | $410,642 | $29.06M | $29.47M | 0.0% | — | Healthcare |
| PECO Phillips Edison & Company, Inc. | $904,320 | $28.36M | $29.26M | 0.0% | $28.48M | Real Estate |
| LEGN Legend Biotech Corporation | $316,930 | $28.89M | $29.20M | 0.0% | $20.60M | Healthcare |
| DIVO Amplify CWP Enhanced Dividend I | $28.71M | $485,654 | $29.19M | 0.1% | $30.95M | — |
| DFSV Dimensional ETF Trust Dimension | $27.73M | $1.42M | $29.15M | 0.1% | $30.71M | — |
| VFC V.F. Corporation | $171,012 | $28.94M | $29.11M | 0.0% | $25.95M | Consumer Cyclical |
| FCFS FirstCash Holdings, Inc. | $804,983 | $28.30M | $29.11M | 0.0% | $28.90M | Financial Services |
| CBRE CBRE Group Inc | $1.86M | $27.25M | $29.11M | 0.0% | $33.03M | Real Estate |
| DNN Denison Mines Corp | $41,011 | $29.07M | $29.11M | 0.0% | $30.72M | Energy |
| NWSA News Corporation | $1.29M | $27.81M | $29.11M | 0.0% | $34.18M | Communication Services |
| LBTYK Liberty Global | $2.94M | $25.47M | $28.41M | 0.0% | $26.39M | — |
| IVW iShares S&P 500 Growth ETF | $24.91M | $3.44M | $28.35M | 0.1% | $29.26M | — |
| G6564A105 Nomad Foods | $109,500 | $28.12M | $28.23M | 0.0% | — | — |
| GGB Gerdau S.A. | $334,795 | $27.88M | $28.22M | 0.0% | $33.11M | Basic Materials |
| SIGI Selective Insurance Group, Inc. | $362,430 | $27.80M | $28.16M | 0.0% | $27.40M | Financial Services |
| TXRH Texas Roadhouse, Inc. | $766,037 | $27.24M | $28.00M | 0.0% | $30.01M | Consumer Cyclical |
| RRC Range Resources Corporation | $402,048 | $27.17M | $27.57M | 0.0% | $29.89M | Energy |
| PTON Peloton Interactive, Inc. | $79,638 | $27.44M | $27.52M | 0.0% | $26.21M | Consumer Cyclical |
| SR Spire Inc. | $645,719 | $26.78M | $27.43M | 0.0% | $29.10M | Utilities |
| SF Stifel Financial Corporation | $1.07M | $26.15M | $27.23M | 0.0% | $33.41M | Financial Services |
| ADP Automatic Data Processing, Inc. | $2.95M | $23.95M | $26.90M | 0.0% | $32.79M | Technology |
| JXN Jackson Financial Inc. | $204,262 | $26.65M | $26.86M | 0.0% | $35.49M | Financial Services |
| VNQ Vanguard Real Estate ETF | $9.99M | $16.82M | $26.81M | 0.0% | $27.48M | — |
| TEAM Atlassian Corporation | $1.05M | $25.68M | $26.73M | 0.0% | $55.74M | Technology |
| SMFG Sumitomo Mitsui Financial Group | $2.58M | $24.14M | $26.71M | 0.0% | $29.82M | Financial Services |
| SKYW SkyWest, Inc. | $364,573 | $26.34M | $26.70M | 0.0% | $28.92M | Industrials |
| BMRN BioMarin Pharmaceutical Inc. | $732,188 | $25.86M | $26.59M | 0.0% | $31.30M | Healthcare |
| RS Reliance, Inc. | $1.82M | $24.75M | $26.57M | 0.0% | $30.33M | Basic Materials |
| SEIC SEI Investments Company | $1.12M | $24.97M | $26.10M | 0.0% | $31.65M | Financial Services |
| MBWM Mercantile Bank Corporation | $443,209 | $25.64M | $26.09M | 0.0% | $27.97M | Financial Services |
| BATRK Atlanta Braves Holdings, Inc. - | $280,624 | $25.79M | $26.07M | 0.0% | $26.91M | Communication Services |
| WDAY Workday, Inc. | $748,972 | $25.26M | $26.00M | 0.0% | $42.20M | Technology |
| STM STMicroelectronics N.V. | $1.34M | $24.54M | $25.88M | 0.0% | $19.05M | Technology |
| CAG ConAgra Brands, Inc. | $851,886 | $24.93M | $25.78M | 0.0% | $29.92M | Consumer Defensive |
| ZION Zions Bancorporation N.A. | $6.87M | $18.84M | $25.71M | 0.0% | $26.83M | Financial Services |
| AOS A.O. Smith Corporation | $751,520 | $24.93M | $25.68M | 0.0% | $25.46M | Industrials |
| ENS EnerSys | $1.34M | $24.27M | $25.61M | 0.0% | $22.28M | Industrials |
| AIT Applied Industrial Technologies | $1.19M | $24.38M | $25.57M | 0.0% | $27.37M | Industrials |
| FTRE Fortrea Holdings Inc. | $3.06M | $22.44M | $25.50M | 0.0% | $25.51M | Healthcare |
| MLM Martin Marietta Materials, Inc. | $7.09M | $18.39M | $25.48M | 0.0% | $24.21M | Basic Materials |
| ON ON Semiconductor Corporation | $1.91M | $23.46M | $25.37M | 0.0% | $22.18M | Technology |
| UDR UDR, Inc. | $401,490 | $24.60M | $25.00M | 0.0% | $23.76M | Real Estate |
| AS Amer Sports | $2.12M | $22.88M | $24.99M | 0.0% | $24.28M | — |
| CLH Clean Harbors, Inc. | $295,165 | $24.56M | $24.85M | 0.0% | $26.79M | Industrials |
| VT Vanguard Total World Stock Inde | $13.25M | $11.57M | $24.82M | 0.0% | $25.66M | — |
| DUOL Duolingo, Inc. | $379,451 | $24.33M | $24.71M | 0.0% | $28.54M | Technology |
| RUN Sunrun Inc. | $593,725 | $24.08M | $24.68M | 0.0% | $18.79M | Technology |
| VV Vanguard Large-Cap ETF | $18.36M | $6.08M | $24.44M | 0.1% | $25.42M | — |
| SNPS Synopsys, Inc. | $6.63M | $17.64M | $24.27M | 0.0% | $22.93M | Technology |
| AGCO AGCO Corporation | $368,676 | $23.78M | $24.15M | 0.0% | $20.45M | Industrials |
| VICI VICI Properties Inc. | $2.97M | $21.14M | $24.11M | 0.0% | $23.94M | Real Estate |
| TT Trane Technologies | $4.68M | $19.25M | $23.93M | 0.0% | $23.39M | — |
| CNX CNX Resources Corporation | $698,280 | $23.02M | $23.72M | 0.0% | $24.97M | Energy |
| LSTR Landstar System, Inc. | $715,845 | $22.80M | $23.51M | 0.0% | $21.62M | Industrials |
| KO Coca-Cola Company (The) | $23.05M | $343,031 | $23.39M | 0.1% | $25.25M | Consumer Defensive |
| FWONA Liberty Media Corporation - Ser | $677,035 | $22.71M | $23.39M | 0.0% | $25.46M | Communication Services |
| PAYX Paychex, Inc. | $1.81M | $21.49M | $23.30M | 0.0% | $28.91M | Technology |
| HAL Halliburton Company | $2.26M | $20.92M | $23.18M | 0.0% | $23.50M | Energy |
| BBD Banco Bradesco Sa | $189,685 | $22.94M | $23.13M | 0.0% | $20.93M | Financial Services |
| FHN First Horizon Corporation | $753,645 | $22.32M | $23.08M | 0.0% | $23.60M | Financial Services |
| DFAR Dimensional ETF Trust Dimension | $19.82M | $2.90M | $22.72M | 0.1% | $23.10M | — |
| NNN NNN REIT, Inc. | $2.11M | $20.56M | $22.67M | 0.0% | $22.41M | Real Estate |
| KRYS Krystal Biotech, Inc. | $343,052 | $22.18M | $22.52M | 0.0% | $20.14M | Healthcare |
| IBCP Independent Bank Corporation | $223,959 | $22.27M | $22.50M | 0.0% | $23.89M | Financial Services |
| SNDK SanDisk | $10.98M | $11.32M | $22.30M | 0.0% | $16.10M | — |
| DLTR Dollar Tree, Inc. | $1.68M | $20.61M | $22.29M | 0.0% | $23.85M | Consumer Defensive |
| HBAN Huntington Bancshares Incorpora | $11.33M | $10.89M | $22.21M | 0.0% | $22.44M | Financial Services |
| AMX America Movil, S.A.B. de C.V. | $882,241 | $21.32M | $22.20M | 0.0% | $20.03M | Communication Services |
| WPM Wheaton Precious Metals Corp | $2.49M | $19.64M | $22.14M | 0.0% | $26.45M | Basic Materials |
| GMED Globus Medical, Inc. | $6.38M | $15.56M | $21.94M | 0.0% | $23.85M | Healthcare |
| FFIV F5, Inc. | $9.21M | $12.59M | $21.80M | 0.0% | $21.13M | Technology |
| BYD Boyd Gaming Corporation | $6.85M | $14.87M | $21.72M | 0.0% | $20.69M | Consumer Cyclical |
| IAC IAC Inc. | $788,615 | $20.53M | $21.32M | 0.0% | $19.51M | Communication Services |
| PUMP ProPetro Holding Corp. | $176,325 | $21.11M | $21.29M | 0.0% | $17.96M | Energy |
| SPIB SPDR Portfolio Intermediate Ter | $251,687 | $21.03M | $21.28M | 0.0% | $21.07M | — |
| DOC Healthpeak Properties, Inc. | $3.16M | $18.10M | $21.27M | 0.0% | $20.66M | Real Estate |
| GLDM SPDR Gold MiniShares Trust | $230,080 | $20.97M | $21.20M | 0.0% | $23.12M | — |
| DY Dycom Industries, Inc. | $426,213 | $20.67M | $21.09M | 0.0% | $17.48M | Industrials |
| VNO Vornado Realty Trust | $552,716 | $20.48M | $21.03M | 0.0% | $20.87M | Real Estate |
| MAR Marriott International | $5.56M | $15.45M | $21.01M | 0.0% | $20.23M | Consumer Cyclical |
| FE FirstEnergy Corp. | $2.58M | $18.33M | $20.91M | 0.0% | $20.85M | Utilities |
| GKOS Glaukos Corporation | $322,986 | $20.57M | $20.89M | 0.0% | $27.59M | Healthcare |
| MDU MDU Resources Group, Inc. | $575,975 | $20.30M | $20.88M | 0.0% | $20.33M | Industrials |
| G0692U109 Axis Capital | $3.29M | $17.57M | $20.86M | 0.0% | — | — |
| IAU iShares Gold Trust Shares of th | $6.09M | $14.75M | $20.84M | 0.0% | $22.71M | — |
| HAS Hasbro, Inc. | $287,512 | $20.54M | $20.83M | 0.0% | $24.39M | Consumer Cyclical |
| WCN Waste Connections, Inc. | $742,664 | $20.05M | $20.79M | 0.0% | $20.74M | Industrials |
| BCC Boise Cascade, L.L.C. | $286,688 | $20.46M | $20.75M | 0.0% | $22.25M | Basic Materials |
| DFAC Dimensional ETF Trust Dimension | $18.67M | $2.07M | $20.74M | 0.0% | $21.61M | — |
| CVBF CVB Financial Corporation | $343,183 | $20.38M | $20.72M | 0.0% | $21.36M | Financial Services |
| EPR EPR Properties | $667,057 | $20.04M | $20.70M | 0.0% | $21.86M | Real Estate |
| NTAP NetApp, Inc. | $1.69M | $19.01M | $20.70M | 0.0% | $27.70M | Technology |
| CSL Carlisle Companies Incorporated | $616,346 | $20.03M | $20.65M | 0.0% | $21.06M | Industrials |
| NFG National Fuel Gas Company | $619,611 | $19.96M | $20.58M | 0.0% | $21.83M | Energy |
| SD SandRidge Energy, Inc. | $147,865 | $20.38M | $20.53M | 0.0% | $21.02M | Energy |
| XLY SPDR Select Sector Fund - Consu | $2.28M | $18.24M | $20.52M | 0.0% | $20.68M | — |
| FHI Federated Hermes, Inc. | $2.13M | $18.18M | $20.32M | 0.0% | $23.60M | Financial Services |
| AROC Archrock, Inc. | $234,124 | $20.03M | $20.26M | 0.0% | $17.26M | Energy |
| XEL Xcel Energy Inc. | $3.85M | $16.31M | $20.16M | 0.0% | $19.88M | Utilities |
| APA APA Corporation | $2.11M | $18.03M | $20.15M | 0.0% | $25.03M | Energy |
| QQQM Invesco NASDAQ 100 ETF | $1.62M | $18.48M | $20.10M | 0.0% | $19.97M | — |
| TCBI Texas Capital Bancshares, Inc. | $280,764 | $19.81M | $20.09M | 0.0% | $19.65M | Financial Services |
| SCZ iShares MSCI EAFE Small-Cap ETF | $14.44M | $5.64M | $20.08M | 0.0% | $21.27M | — |
| M3760D101 Elbit Systems | $1.59M | $18.47M | $20.06M | 0.0% | — | — |
| BKH Black Hills Corporation | $1.59M | $18.44M | $20.02M | 0.0% | $19.99M | Utilities |
| PLXS Plexus Corp. | $497,008 | $19.45M | $19.95M | 0.0% | $17.74M | Technology |
| MRP Millrose Properties | $639,429 | $19.25M | $19.89M | 0.0% | $20.08M | — |
| CUZ Cousins Properties Incorporated | $858,028 | $18.90M | $19.76M | 0.0% | $19.57M | Real Estate |
| BNS Bank Nova Scotia Halifax Pfd 3 | $1.21M | $18.49M | $19.70M | 0.0% | $20.76M | Financial Services |
| AVT Avnet, Inc. | $1.47M | $18.13M | $19.60M | 0.0% | $21.12M | Technology |
| CHYM Chime Financial | $658,555 | $18.92M | $19.57M | 0.0% | $30.60M | — |
| UNM Unum Group | $3.16M | $16.22M | $19.38M | 0.0% | $20.23M | Financial Services |
| HESM Hess Midstream LP | $327,120 | $18.71M | $19.04M | 0.0% | $20.52M | Energy |
| AMH American Homes 4 Rent | $380,017 | $18.54M | $18.92M | 0.0% | $19.24M | Real Estate |
| TYL Tyler Technologies, Inc. | $406,942 | $18.44M | $18.84M | 0.0% | $21.17M | Technology |
| MKSI MKS Instruments, Inc. | $872,267 | $17.97M | $18.84M | 0.0% | $13.16M | Technology |
| BIIB Biogen Inc. | $2.03M | $16.80M | $18.83M | 0.0% | $18.28M | Healthcare |
| ZWS Zurn Elkay Water Solutions Corp | $4.40M | $14.39M | $18.79M | 0.0% | $18.95M | Industrials |
| CHE Chemed Corp | $563,127 | $18.20M | $18.76M | 0.0% | $21.47M | Healthcare |
| RBC RBC Bearings Incorporated | $545,519 | $18.20M | $18.75M | 0.0% | $16.31M | Industrials |
| XLF SPDR Select Sector Fund - Finan | $10.89M | $7.85M | $18.75M | 0.0% | $20.34M | — |
| GLXY Galaxy Digital | $269,245 | $18.45M | $18.72M | 0.0% | $14.83M | — |
| JMUB JPMorgan Municipal ETF | $7.30M | $11.39M | $18.69M | 0.0% | $18.42M | — |
| CWEN Clearway Energy, Inc. | $295,448 | $18.36M | $18.65M | 0.0% | $18.63M | Utilities |
| VWO Vanguard FTSE Emerging Markets | $16.20M | $2.26M | $18.46M | 0.0% | $18.59M | — |
| HEI Heico Corporation | $2.35M | $16.07M | $18.42M | 0.0% | $19.37M | Industrials |
| QCRH QCR Holdings, Inc. | $336,637 | $18.03M | $18.36M | 0.0% | $20.10M | Financial Services |
| EHC Encompass Health Corporation | $602,540 | $17.64M | $18.24M | 0.0% | $22.30M | Healthcare |
| FTS Fortis Inc. | $1.17M | $17.05M | $18.22M | 0.0% | $18.05M | Utilities |
| AR Antero Resources Corporation | $442,097 | $17.75M | $18.19M | 0.0% | $19.34M | Energy |
| VRT Vertiv Holdings, LLC | $7.45M | $10.30M | $17.75M | 0.0% | $15.58M | Industrials |
| NMR Nomura Holdings Inc | $605,136 | $17.11M | $17.72M | 0.0% | $19.82M | Financial Services |
| ASTS AST SpaceMobile, Inc. | $471,764 | $17.11M | $17.59M | 0.0% | $14.05M | Technology |
| AXL American Axle & Manufacturing H | $13.69M | $3.86M | $17.55M | 0.0% | — | Consumer Cyclical |
| L Loews Corporation | $1.65M | $15.88M | $17.53M | 0.0% | $17.50M | Financial Services |
| RYN Rayonier Inc. REIT | $903,343 | $16.47M | $17.37M | 0.0% | $17.61M | Real Estate |
| AWI Armstrong World Industries Inc | $1.05M | $16.27M | $17.31M | 0.0% | $19.66M | Industrials |
| FBND Fidelity Total Bond ETF | $1.84M | $15.45M | $17.29M | 0.0% | $17.08M | — |
| IEFA iShares Core MSCI EAFE ETF | $15.67M | $1.61M | $17.28M | 0.0% | $18.11M | — |
| VYM Vanguard High Dividend Yield ET | $7.91M | $9.32M | $17.23M | 0.0% | $18.16M | — |
| PK Park Hotels & Resorts Inc. | $580,360 | $16.56M | $17.14M | 0.0% | $18.20M | Real Estate |
| SNX TD SYNNEX Corporation | $1.49M | $15.65M | $17.14M | 0.0% | $16.59M | Technology |
| MTUS Metallus Inc. | $195,143 | $16.93M | $17.12M | 0.0% | $19.98M | Basic Materials |
| RELX RELX PLC PLC | $994,467 | $16.03M | $17.02M | 0.0% | $18.51M | Industrials |
| BPOP Popular, Inc. | $922,364 | $15.67M | $16.59M | 0.0% | $17.97M | Financial Services |
| HEI-A Heico Corporation | $614,870 | $15.88M | $16.50M | 0.0% | $17.59M | Industrials |
| VIV Telefonica Brasil S.A. | $445,072 | $15.92M | $16.36M | 0.0% | $14.19M | Communication Services |
| ORCL Oracle Corporation | $16.05M | $245,448 | $16.29M | 0.0% | $16.73M | Technology |
| VIAV Viavi Solutions Inc. | $605,136 | $15.68M | $16.28M | 0.0% | $14.85M | Technology |
| IHG Intercontinental Hotels Group | $650,783 | $15.56M | $16.21M | 0.0% | $15.01M | Consumer Cyclical |
| THG Hanover Insurance Group Inc | $1.08M | $15.05M | $16.13M | 0.0% | $16.97M | Financial Services |
| JNK SPDR Bloomberg High Yield Bond | $536,790 | $15.58M | $16.12M | 0.0% | $16.05M | — |
| POR Portland General Electric Co | $765,288 | $15.30M | $16.06M | 0.0% | $15.73M | Utilities |
| ARW Arrow Electronics, Inc. | $1.23M | $14.75M | $15.98M | 0.0% | $16.02M | Technology |
| PPC Pilgrim's Pride Corporation | $1.28M | $14.63M | $15.90M | 0.0% | $15.79M | Consumer Defensive |
| CLBK Columbia Financial, Inc. | $547,561 | $15.26M | $15.80M | 0.0% | $8.78M | Financial Services |
| MARA MARA Holdings, Inc. | $161,305 | $15.44M | $15.61M | 0.0% | $10.34M | Financial Services |
| LAMR Lamar Advertising Company | $304,161 | $15.24M | $15.55M | 0.0% | $15.49M | Real Estate |
| Y81669106 StealthGas | $79,000 | $15.45M | $15.53M | 0.0% | — | — |
| LECO Lincoln Electric Holdings, Inc. | $1.81M | $13.62M | $15.43M | 0.0% | $16.68M | Industrials |
| IGSB iShares 1-5 Year Investment Gra | $643,545 | $14.78M | $15.42M | 0.0% | $15.35M | — |
| APD Air Products and Chemicals, Inc | $2.50M | $12.86M | $15.36M | 0.0% | $16.19M | Basic Materials |
| RACE Ferrari | $2.04M | $13.32M | $15.35M | 0.0% | $17.18M | — |
| PLPC Preformed Line Products Company | $376,895 | $14.97M | $15.35M | 0.0% | $17.37M | Industrials |
| IOSP Innospec Inc. | $206,731 | $15.06M | $15.26M | 0.0% | $17.60M | Basic Materials |
| BNDX Vanguard Total International Bo | $2.92M | $12.24M | $15.16M | 0.0% | $14.94M | — |
| VC Visteon Corporation | $200,901 | $14.89M | $15.09M | 0.0% | $16.46M | Consumer Cyclical |
| MLI Mueller Industries, Inc. | $1.53M | $13.55M | $15.08M | 0.0% | $8.08M | Industrials |
| XLI SPDR Select Sector Fund - Indus | $13.21M | $1.85M | $15.07M | 0.0% | $15.17M | — |
| ENPH Enphase Energy, Inc. | $364,309 | $14.59M | $14.96M | 0.0% | $12.30M | Technology |
| KOS Kosmos Energy Ltd. | $113,564 | $14.79M | $14.90M | 0.0% | $17.94M | Energy |
| COLD Americold Realty Trust, Inc. | $342,712 | $14.46M | $14.80M | 0.0% | $14.01M | Real Estate |
| UGI UGI Corporation | $619,882 | $14.13M | $14.75M | 0.0% | $15.10M | Utilities |
| FND Floor & Decor Holdings, Inc. | $1.65M | $13.04M | $14.68M | 0.0% | $14.49M | Consumer Cyclical |
| SATS EchoStar Corporation | $367,227 | $14.29M | $14.66M | 0.0% | $15.01M | Technology |
| IPGP IPG Photonics Corporation | $280,982 | $14.34M | $14.62M | 0.0% | $10.69M | Technology |
| SCHB Schwab U.S. Broad Market ETF | $12.37M | $2.24M | $14.60M | 0.0% | $15.15M | — |
| PAYO Payoneer Global Inc. | $209,521 | $14.38M | $14.59M | 0.0% | $14.61M | Technology |
| SAIC Science Applications Internatio | $495,276 | $14.06M | $14.56M | 0.0% | $16.70M | Technology |
| COIN Coinbase Global, Inc. | $963,761 | $13.54M | $14.50M | 0.0% | $14.73M | Financial Services |
| FRT Federal Realty Investment Trust | $476,361 | $14.02M | $14.50M | 0.0% | $13.91M | Real Estate |
| XME SPDR S&P Metals & Mining ETF | $1.35M | $12.95M | $14.30M | 0.0% | $15.66M | — |
| AVY Avery Dennison Corporation | $1.01M | $13.17M | $14.18M | 0.0% | $15.63M | Consumer Cyclical |
| TLT iShares 20+ Year Treasury Bond | $238,088 | $13.92M | $14.16M | 0.0% | $13.44M | — |
| HYG iShares iBoxx $ High Yield Corp | $349,690 | $13.68M | $14.03M | 0.0% | $13.99M | — |
| ROOT Root, Inc. | $219,431 | $13.72M | $13.94M | 0.0% | $12.82M | Financial Services |
| CDP COPT Defense Properties | $339,701 | $13.53M | $13.87M | 0.0% | $14.08M | Real Estate |
| RH RH | $2.44M | $11.35M | $13.79M | 0.0% | $15.21M | Consumer Cyclical |
| ORLY O'Reilly Automotive, Inc. | $3.86M | $9.91M | $13.77M | 0.0% | $13.62M | Consumer Cyclical |
| INGR Ingredion Incorporated | $485,579 | $13.27M | $13.75M | 0.0% | $15.28M | Consumer Defensive |
| GSBC Great Southern Bancorp, Inc. | $349,239 | $13.37M | $13.72M | 0.0% | $14.27M | Financial Services |
| STN Stantec Inc | $212,863 | $13.46M | $13.67M | 0.0% | $14.62M | Industrials |
| LIN Linde | $10.94M | $2.65M | $13.58M | 0.0% | $12.64M | — |
| VGT Vanguard Information Tech ETF | $7.98M | $5.53M | $13.51M | 0.0% | $13.86M | — |
| UCTT Ultra Clean Holdings, Inc. | $333,376 | $13.10M | $13.44M | 0.0% | $8.00M | Technology |
| PBA Pembina Pipeline Corp. | $895,962 | $12.53M | $13.42M | 0.0% | $14.32M | Energy |
| SKM SK Telecom Co., Ltd. | $3.70M | $9.71M | $13.40M | 0.0% | $16.05M | Communication Services |
| VOE Vanguard Mid-Cap Value ETF | $12.05M | $1.34M | $13.39M | 0.0% | $14.30M | — |
| RJF Raymond James Financial, Inc. | $1.63M | $11.76M | $13.39M | 0.0% | $15.92M | Financial Services |
| PCG Pacific Gas & Electric Co. | $2.49M | $10.87M | $13.37M | 0.0% | $14.18M | Utilities |
| AVAV AeroVironment, Inc. | $984,973 | $12.38M | $13.36M | 0.0% | $15.61M | Industrials |
| ASR Grupo Aeroportuario del Sureste | $242,600 | $13.10M | $13.34M | 0.0% | $11.51M | Industrials |
| HIW Highwoods Properties, Inc. | $876,299 | $12.37M | $13.24M | 0.0% | $13.84M | Real Estate |
| GPOR Gulfport Energy Corporation | $367,740 | $12.73M | $13.10M | 0.0% | $13.12M | Energy |
| RHI Robert Half Inc. | $779,780 | $12.25M | $13.03M | 0.0% | $18.34M | Industrials |
| ELS Equity Lifestyle Properties, In | $367,688 | $12.50M | $12.87M | 0.0% | $13.10M | Real Estate |
| COLB Columbia Banking System, Inc. | $486,872 | $12.32M | $12.81M | 0.0% | $13.07M | Financial Services |
| CENTA Central Garden & Pet Company | $259,837 | $12.47M | $12.73M | 0.0% | $12.43M | Consumer Defensive |
| PII Polaris Inc. | $258,977 | $12.32M | $12.58M | 0.0% | $12.77M | Consumer Cyclical |
| OLPX Olaplex Holdings, Inc. | $35,064 | $12.51M | $12.55M | 0.0% | $12.67M | Consumer Cyclical |
| HMY Harmony Gold Mining Company Lim | $307,432 | $12.23M | $12.53M | 0.0% | $16.02M | Basic Materials |
| BNL Broadstone Net Lease, Inc. | $414,889 | $12.11M | $12.53M | 0.0% | $12.97M | Real Estate |
| IWV iShares Russell 3000 ETF | $6.76M | $5.76M | $12.53M | 0.0% | $13.00M | — |
| DECK Deckers Outdoor Corporation | $1.00M | $11.43M | $12.43M | 0.0% | $11.65M | Consumer Cyclical |
| ADEA Adeia Inc. | $250,927 | $12.18M | $12.43M | 0.0% | $11.26M | Technology |
| OLP One Liberty Properties, Inc. | $453,993 | $11.95M | $12.41M | 0.0% | $12.31M | Real Estate |
| RAMP LiveRamp Holdings, Inc. | $201,111 | $12.17M | $12.37M | 0.0% | $12.44M | Technology |
| TTWO Take-Two Interactive Software, | $1.43M | $10.91M | $12.34M | 0.0% | $12.19M | Communication Services |
| CPRT Copart, Inc. | $804,743 | $11.43M | $12.23M | 0.0% | $13.71M | Industrials |
| WST West Pharmaceutical Services, I | $1.12M | $11.09M | $12.21M | 0.0% | $11.88M | Healthcare |
| BRX Brixmor Property Group Inc. | $1.15M | $11.05M | $12.20M | 0.0% | $11.60M | Real Estate |
| FNF FNF Group of Fidelity National | $399,732 | $11.80M | $12.19M | 0.0% | $12.79M | Financial Services |
| FERG Ferguson Enterprises Inc. | $1.71M | $10.42M | $12.13M | 0.0% | $12.52M | Industrials |
| FLR Fluor Corporation | $546,847 | $11.55M | $12.09M | 0.0% | $12.09M | Industrials |
| G0176J109 Allegion | $445,867 | $11.65M | $12.09M | 0.0% | — | — |
| CAC Camden National Corporation | $469,600 | $11.58M | $12.05M | 0.0% | $13.07M | Financial Services |
| EFA iShares MSCI EAFE ETF | $8.54M | $3.45M | $11.99M | 0.0% | $12.53M | — |
| VO Vanguard Mid-Cap ETF | $4.46M | $7.50M | $11.96M | 0.0% | $12.54M | — |
| ASAN Asana, Inc. | $87,934 | $11.83M | $11.91M | 0.0% | $15.56M | Technology |
| SLAB Silicon Laboratories, Inc. | $773,484 | $11.04M | $11.81M | 0.0% | $11.80M | Technology |
| CLDT Chatham Lodging Trust (REIT) | $272,552 | $11.51M | $11.78M | 0.0% | $11.57M | Real Estate |
| HSTM HealthStream, Inc. | $221,679 | $11.53M | $11.75M | 0.0% | $12.48M | Healthcare |
| FBTC Fidelity Wise Origin Bitcoin Fu | $601,805 | $11.05M | $11.65M | 0.0% | $12.50M | — |
| IVE iShares S&P 500 Value ETF | $5.67M | $5.98M | $11.64M | 0.0% | $12.21M | — |
| CIG Comp En De Mn Cemig | $133,303 | $11.45M | $11.58M | 0.0% | $10.64M | Utilities |
| ASML ASML | $11.16M | $406,528 | $11.57M | 0.0% | $10.72M | — |
| UGP Ultrapar Participacoes S.A. (Ne | $323,916 | $11.23M | $11.56M | 0.0% | $14.18M | Energy |
| M Macy's Inc | $911,121 | $10.62M | $11.53M | 0.0% | $11.46M | Consumer Cyclical |
| PKX POSCO Holdings Inc. | $2.49M | $9.04M | $11.53M | 0.0% | $13.15M | Basic Materials |
| BOKF BOK Financial Corporation | $399,688 | $11.12M | $11.52M | 0.0% | $12.12M | Financial Services |
| STEL Stellar Bancorp, Inc. | $331,350 | $11.12M | $11.45M | 0.0% | $11.45M | Financial Services |
| APO Apollo Global Management, Inc. | $8.94M | $2.51M | $11.45M | 0.0% | $13.62M | Financial Services |
| RUSHA Rush Enterprises, Inc. | $319,456 | $11.11M | $11.43M | 0.0% | $12.88M | Consumer Cyclical |
| GTES Gates Industrial | $954,225 | $10.46M | $11.41M | 0.0% | $11.32M | — |
| HUBG Hub Group, Inc. | $203,278 | $11.13M | $11.33M | 0.0% | $10.43M | Industrials |
| AVA Avista Corporation | $378,859 | $10.91M | $11.29M | 0.0% | $10.80M | Utilities |
| BILI Bilibili Inc. | $198,093 | $11.08M | $11.28M | 0.0% | $11.55M | Communication Services |
| CM Canadian Imperial Bank of Comme | $1.17M | $10.08M | $11.25M | 0.0% | $12.10M | Financial Services |
| GHC Graham Holdings Company | $570,710 | $10.63M | $11.20M | 0.0% | $11.69M | Consumer Defensive |
| ULCC Frontier Group Holdings, Inc. | $115,676 | $11.04M | $11.15M | 0.0% | $9.43M | Industrials |
| FSLR First Solar, Inc. | $829,364 | $10.29M | $11.12M | 0.0% | $10.63M | Technology |
| GXO GXO Logistics, Inc. | $435,666 | $10.65M | $11.09M | 0.0% | $10.62M | Industrials |
| DGRO iShares Core Dividend Growth ET | $5.98M | $5.06M | $11.04M | 0.0% | $11.63M | — |
| SAIA Saia, Inc. | $645,639 | $10.28M | $10.93M | 0.0% | $9.97M | Industrials |
| PSTL Postal Realty Trust, Inc. | $268,133 | $10.66M | $10.93M | 0.0% | $10.20M | Real Estate |
| COLM Columbia Sportswear Company | $648,183 | $10.10M | $10.75M | 0.0% | $9.98M | Consumer Cyclical |
| VGIT Vanguard Intermediate-Term Trea | $975,690 | $9.73M | $10.71M | 0.0% | $10.61M | — |
| HLI Houlihan Lokey, Inc. | $446,385 | $10.19M | $10.64M | 0.0% | $10.21M | Financial Services |
| GNW Genworth Financial Inc | $123,347 | $10.52M | $10.64M | 0.0% | $11.42M | Financial Services |
| WTRG Essential Utilities, Inc. | $1.50M | $9.01M | $10.52M | 0.0% | $11.08M | Utilities |
| MBB iShares MBS ETF | $1.57M | $8.88M | $10.45M | 0.0% | $10.30M | — |
| PCTY Paylocity Holding Corporation | $319,340 | $10.09M | $10.41M | 0.0% | $14.77M | Technology |
| UE Urban Edge Properties | $443,049 | $9.93M | $10.37M | 0.0% | $9.91M | Real Estate |
| ROG Rogers Corporation | $696,672 | $9.51M | $10.21M | 0.0% | $8.91M | Technology |
| MUNI PIMCO Intermediate Municipal Bo | $4.87M | $5.31M | $10.18M | 0.0% | $10.04M | — |
| HAE Haemonetics Corporation | $304,350 | $9.75M | $10.05M | 0.0% | $12.17M | Healthcare |
| GOVT iShares U.S. Treasury Bond ETF | $831,034 | $9.16M | $10.00M | 0.0% | $9.86M | — |
| ENIC Enel Chile S.A. | $403,432 | $9.59M | $9.99M | 0.0% | $10.06M | Utilities |
| FTNT Fortinet, Inc. | $5.27M | $4.72M | $9.99M | 0.0% | $10.40M | Technology |
| G65163100 Joby Aviation | $89,406 | $9.85M | $9.94M | 0.0% | — | — |
| EMN Eastman Chemical Company | $1.24M | $8.70M | $9.94M | 0.0% | $10.99M | Basic Materials |
| OVV Ovintiv Inc. (DE) | $1.75M | $8.14M | $9.89M | 0.0% | $11.84M | Energy |
| EMB iShares J.P. Morgan USD Emergin | $596,850 | $9.28M | $9.87M | 0.0% | $9.73M | — |
| TSBK Timberland Bancorp, Inc. | $237,807 | $9.53M | $9.76M | 0.0% | $10.03M | Financial Services |
| URTH iShares, Inc. iShares MSCI Worl | $4.04M | $5.71M | $9.75M | 0.0% | $10.16M | — |
| CENT Central Garden & Pet Company | $305,414 | $9.44M | $9.74M | 0.0% | $9.61M | Consumer Defensive |
| PAG Penske Automotive Group, Inc. | $444,728 | $9.25M | $9.70M | 0.0% | $11.91M | Consumer Cyclical |
| STWD STARWOOD PROPERTY TRUST, INC. S | $218,198 | $9.41M | $9.63M | 0.0% | $9.58M | Real Estate |
| COR Cencora, Inc. | $2.94M | $6.68M | $9.63M | 0.0% | $10.67M | Healthcare |
| UWMC UWM Holdings Corporation | $151,167 | $9.40M | $9.55M | 0.0% | $6.63M | Financial Services |
| ZTO ZTO Express (Cayman) Inc. | $443,474 | $9.10M | $9.54M | 0.0% | $9.76M | Industrials |
| SCCO Southern Copper Corporation | $2.07M | $7.43M | $9.50M | 0.0% | $10.07M | Basic Materials |
| MBC MasterBrand, Inc. | $434,804 | $9.06M | $9.50M | 0.0% | $8.45M | Consumer Cyclical |
| IEI iShares 3-7 Year Treasury Bond | $589,621 | $8.87M | $9.46M | 0.0% | $9.39M | — |
| SPYV SPDR Series Trust SPDR Portfoli | $2.40M | $7.00M | $9.40M | 0.0% | $9.86M | — |
| XLRE Real Estate Select Sector SPDR | $360,472 | $9.03M | $9.40M | 0.0% | $9.66M | — |
| DHI D.R. Horton, Inc. | $2.55M | $6.81M | $9.36M | 0.0% | $8.55M | Consumer Cyclical |
| G02602103 Amdocs | $291,663 | $9.03M | $9.32M | 0.0% | — | — |
| VHT Vanguard Health Care ETF | $4.46M | $4.82M | $9.28M | 0.0% | $9.76M | — |
| IBRX ImmunityBio, Inc. | $242,146 | $9.01M | $9.25M | 0.0% | $8.00M | Healthcare |
| KMPR Kemper Corporation | $217,409 | $8.97M | $9.18M | 0.0% | $9.34M | Financial Services |
| OGS ONE Gas, Inc. | $611,397 | $8.55M | $9.16M | 0.0% | $9.62M | Utilities |
| HCA HCA Healthcare, Inc. | $1.79M | $7.25M | $9.04M | 0.0% | $9.39M | Healthcare |
| MMSI Merit Medical Systems, Inc. | $281,937 | $8.70M | $8.98M | 0.0% | $11.75M | Healthcare |
| NAK Northern Dynasty Minerals, Ltd. | $43,231 | $8.93M | $8.97M | 0.0% | $7.57M | Basic Materials |
| ESS Essex Property Trust, Inc. | $219,900 | $8.75M | $8.97M | 0.0% | $8.84M | Real Estate |
| AVDE Avantis International Equity ET | $8.14M | $793,880 | $8.93M | 0.0% | $9.44M | — |
| DGII Digi International Inc. | $1.85M | $6.97M | $8.81M | 0.0% | $10.01M | Technology |
| SEB Seaboard Corporation | $647,369 | $8.13M | $8.78M | 0.0% | $8.58M | Industrials |
| SITE SiteOne Landscape Supply, Inc. | $244,495 | $8.48M | $8.72M | 0.0% | $7.52M | Industrials |
| ASB Associated Banc-Corp | $719,742 | $7.90M | $8.62M | 0.0% | $9.06M | Financial Services |
| SLF Sun Life Financial Inc. | $1.43M | $7.14M | $8.57M | 0.0% | $8.89M | Financial Services |
| CDE Coeur Mining, Inc. | $179,423 | $8.39M | $8.57M | 0.0% | $9.87M | Basic Materials |
| BWB Bridgewater Bancshares, Inc. | $407,209 | $8.12M | $8.53M | 0.0% | $9.01M | Financial Services |
| HTH Hilltop Holdings Inc. | $250,248 | $8.26M | $8.51M | 0.0% | $8.69M | Financial Services |
| IMO Imperial Oil Limited | $543,465 | $7.80M | $8.34M | 0.0% | $9.92M | Energy |
| SCHE Schwab Emerging Markets Equity | $2.96M | $5.24M | $8.20M | 0.0% | $8.31M | — |
| HOPE Hope Bancorp, Inc. | $169,644 | $8.01M | $8.18M | 0.0% | $8.64M | Financial Services |
| SPCE Virgin Galactic Holdings, Inc. | $30,432 | $8.12M | $8.15M | 0.0% | $9.36M | Industrials |
| BSAC Banco Santander - Chile | $238,072 | $7.90M | $8.14M | 0.0% | $8.54M | Financial Services |
| FICO Fair Isaac Corporation | $1.30M | $6.83M | $8.14M | 0.0% | $7.39M | Technology |
| NEU NewMarket Corp | $235,790 | $7.86M | $8.09M | 0.0% | $9.84M | Basic Materials |
| AROW Arrow Financial Corporation | $401,621 | $7.65M | $8.06M | 0.0% | $7.71M | Financial Services |
| IWP iShares Russell Midcap Growth E | $3.20M | $4.84M | $8.04M | 0.0% | $8.08M | — |
| HLX Helix Energy Solutions Group, I | $87,899 | $7.88M | $7.97M | 0.0% | $9.51M | Energy |
| SCMB Schwab Strategic Trust Schwab M | $833,510 | $7.13M | $7.96M | 0.0% | $7.83M | — |
| BSRR Sierra Bancorp | $384,979 | $7.57M | $7.96M | 0.0% | $8.01M | Financial Services |
| FBIZ First Business Financial Servic | $254,828 | $7.64M | $7.89M | 0.0% | $8.92M | Financial Services |
| JEPQ JPMorgan Nasdaq Equity Premium | $561,689 | $7.28M | $7.84M | 0.0% | $7.72M | — |
| EVRG Evergy, Inc. | $3.01M | $4.80M | $7.80M | 0.0% | $7.59M | Utilities |
| CASY Caseys General Stores, Inc. | $3.37M | $4.38M | $7.75M | 0.0% | $8.26M | Consumer Cyclical |
| PKBK Parke Bancorp, Inc. | $221,410 | $7.51M | $7.73M | 0.0% | $8.19M | Financial Services |
| THFF First Financial Corporation Ind | $523,108 | $7.19M | $7.72M | 0.0% | $8.18M | Financial Services |
| AMSF AMERISAFE, Inc. | $410,629 | $7.29M | $7.70M | 0.0% | $6.29M | Financial Services |
| VNT Vontier Corporation | $910,895 | $6.74M | $7.65M | 0.0% | $8.66M | Technology |
| DFLV Dimensional ETF Trust Dimension | $6.20M | $1.40M | $7.60M | 0.0% | $8.10M | — |
| TKC Turkcell Iletisim Hizmetleri AS | $925,180 | $6.59M | $7.51M | 0.0% | $6.98M | Communication Services |
| SRCE 1st Source Corporation | $444,122 | $7.05M | $7.49M | 0.0% | $8.14M | Financial Services |
| BUSE First Busey Corporation | $930,912 | $6.52M | $7.45M | 0.0% | $7.89M | Financial Services |
| AFRM Affirm Holdings, Inc. | $1.35M | $6.10M | $7.45M | 0.0% | $7.15M | Technology |
| ALLY Ally Financial Inc. | $606,399 | $6.80M | $7.40M | 0.0% | $7.23M | Financial Services |
| GPI Group 1 Automotive, Inc. | $262,928 | $7.13M | $7.39M | 0.0% | $6.70M | Consumer Cyclical |
| BHB Bar Harbor Bankshares, Inc. | $416,531 | $6.97M | $7.38M | 0.0% | $7.94M | Financial Services |
| AGM Federal Agricultural Mortgage C | $2.60M | $4.78M | $7.38M | 0.0% | $8.62M | Financial Services |
| CWT California Water Service Group | $269,667 | $7.02M | $7.28M | 0.0% | $7.55M | Utilities |
| SMBK SmartFinancial, Inc. | $371,372 | $6.91M | $7.28M | 0.0% | $8.19M | Financial Services |
| CWBC Community West Bancshares | $310,595 | $6.97M | $7.28M | 0.0% | $7.07M | Financial Services |
| OEF iShares S&P 100 ETF | $3.37M | $3.91M | $7.27M | 0.0% | $7.60M | — |
| MSM MSC Industrial Direct Company, | $931,798 | $6.29M | $7.22M | 0.0% | $7.52M | Industrials |
| DLR Digital Realty Trust, Inc. | $6.38M | $790,152 | $7.17M | 0.0% | $8.00M | Real Estate |
| APTV Aptiv | $485,394 | $6.62M | $7.11M | 0.0% | $5.74M | — |
| WHD Cactus, Inc. Class A Common Sto | $250,241 | $6.81M | $7.06M | 0.0% | $10.10M | Energy |
| BFS Saul Centers, Inc. | $425,274 | $6.62M | $7.05M | 0.0% | $6.56M | Real Estate |
| RSG Republic Services, Inc. | $2.16M | $4.87M | $7.03M | 0.0% | $7.09M | Industrials |
| MGEE MGE Energy Inc. | $322,654 | $6.63M | $6.95M | 0.0% | $6.97M | Utilities |
| HST Host Hotels & Resorts, Inc. | $993,674 | $5.86M | $6.86M | 0.0% | $6.62M | Real Estate |
| BCS Barclays PLC | $1.35M | $5.51M | $6.86M | 0.0% | $7.18M | Financial Services |
| SHBI Shore Bancshares, Inc. | $417,599 | $6.41M | $6.83M | 0.0% | $7.14M | Financial Services |
| FELE Franklin Electric Co., Inc. | $330,079 | $6.48M | $6.82M | 0.0% | $6.72M | Industrials |
| IBKR Interactive Brokers Group, Inc. | $1.25M | $5.56M | $6.81M | 0.0% | $7.20M | Financial Services |
| EBC Eastern Bankshares, Inc. | $359,821 | $6.45M | $6.81M | 0.0% | $7.23M | Financial Services |
| DXJ WisdomTree Japan Hedged Equity | $5.64M | $1.09M | $6.73M | 0.0% | $7.07M | — |
| BHC Bausch Health Companies Inc. | $148,689 | $6.53M | $6.68M | 0.0% | $8.82M | Healthcare |
| COHU Cohu, Inc. | $1.22M | $5.36M | $6.58M | 0.0% | $5.28M | Technology |
| WEAV Weave Communications, Inc. | $195,646 | $6.31M | $6.51M | 0.0% | $5.93M | Healthcare |
| EFX Equifax, Inc. | $646,107 | $5.78M | $6.42M | 0.0% | $7.32M | Industrials |
| SMBC Southern Missouri Bancorp, Inc. | $335,477 | $6.08M | $6.42M | 0.0% | $6.47M | Financial Services |
| IWR iShares Russell Mid-Cap ETF | $4.73M | $1.63M | $6.36M | 0.0% | $6.62M | — |
| FHB First Hawaiian, Inc. | $424,147 | $5.93M | $6.35M | 0.0% | $6.00M | Financial Services |
| AIN Albany International Corporatio | $205,471 | $6.05M | $6.25M | 0.0% | $5.45M | Consumer Cyclical |
| VOT Vanguard Mid-Cap Growth ETF | $2.44M | $3.79M | $6.23M | 0.0% | $6.39M | — |
| FLO Flowers Foods, Inc. | $349,955 | $5.86M | $6.21M | 0.0% | $5.91M | Consumer Defensive |
| CNI Canadian National Railway Compa | $682,654 | $5.50M | $6.18M | 0.0% | $6.57M | Industrials |
| SSNC SS&C Technologies Holdings, Inc | $571,592 | $5.59M | $6.16M | 0.0% | $8.09M | Technology |
| NWBI Northwest Bancshares, Inc. | $2.79M | $3.37M | $6.16M | 0.0% | $6.40M | Financial Services |
| ENSG The Ensign Group, Inc. | $473,849 | $5.66M | $6.13M | 0.0% | $6.95M | Healthcare |
| ALG Alamo Group, Inc. | $332,497 | $5.79M | $6.12M | 0.0% | $6.14M | Industrials |
| WMB Williams Companies, Inc. (The) | $4.20M | $1.89M | $6.10M | 0.0% | $6.17M | Energy |
| FVCB FVCBankcorp, Inc. | $342,181 | $5.71M | $6.06M | 0.0% | $6.50M | Financial Services |
| UFPI UFP Industries, Inc. | $551,337 | $5.49M | $6.04M | 0.0% | $5.98M | Basic Materials |
| QQQI NEOS Nasdaq 100 High Income ETF | $1.14M | $4.82M | $5.96M | 0.0% | $5.85M | — |
| OLN Olin Corporation | $316,764 | $5.62M | $5.94M | 0.0% | $5.72M | Basic Materials |
| TROW T. Rowe Price Group, Inc. | $1.96M | $3.92M | $5.89M | 0.0% | $5.73M | Financial Services |
| TTMI TTM Technologies, Inc. | $735,176 | $5.12M | $5.85M | 0.0% | $4.38M | Technology |
| SCHR Schwab Intermediate-Term U.S. T | $1.63M | $4.20M | $5.83M | 0.0% | $5.78M | — |
| VBK Vanguard Small-Cap Growth ETF | $3.30M | $2.47M | $5.77M | 0.0% | $5.77M | — |
| RCAT Red Cat Holdings, Inc. | $277,326 | $5.48M | $5.75M | 0.0% | $6.01M | Technology |
| MFA MFA Financial, Inc. | $229,615 | $5.50M | $5.73M | 0.0% | $5.42M | Real Estate |
| IMNM Immunome, Inc. | $405,302 | $5.32M | $5.73M | 0.0% | $7.35M | Healthcare |
| HUM Humana Inc. | $2.29M | $3.42M | $5.70M | 0.0% | $5.58M | Healthcare |
| SILJ Amplify ETF Trust Amplify Junio | $459,951 | $5.22M | $5.68M | 0.0% | $6.55M | — |
| WIT Wipro Limited | $2.17M | $3.40M | $5.58M | 0.0% | $4.81M | Technology |
| TLYS Tilly's, Inc. | $50,564 | $5.51M | $5.56M | 0.0% | $5.29M | Consumer Cyclical |
| ADMA ADMA Biologics Inc | $88,555 | $5.46M | $5.55M | 0.0% | $6.28M | Healthcare |
| ILPT Industrial Logistics Properties | $340,891 | $5.17M | $5.51M | 0.0% | $5.54M | Real Estate |
| SYBT Stock Yards Bancorp, Inc. | $2.11M | $3.38M | $5.49M | 0.0% | $6.10M | Financial Services |
| FAST Fastenal Company | $2.58M | $2.84M | $5.42M | 0.0% | $5.76M | Industrials |
| SVC Service Properties Trust - Shar | $65,995 | $5.30M | $5.37M | 0.0% | $25.81M | Real Estate |
| ESGU iShares ESG Aware MSCI USA ETF | $2.37M | $2.98M | $5.35M | 0.0% | $5.55M | — |
| TFI SPDR Nuveen Bloomberg Municipal | $212,375 | $5.10M | $5.32M | 0.0% | $5.23M | — |
| IEF iShares 7-10 Year Treasury Bond | $1.20M | $4.08M | $5.28M | 0.0% | $5.19M | — |
| TBBK The Bancorp, Inc. | $612,119 | $4.59M | $5.20M | 0.0% | $5.78M | Financial Services |
| BALL Ball Corporation | $691,231 | $4.49M | $5.18M | 0.0% | $5.14M | Consumer Cyclical |
| PFF iShares Preferred and Income Se | $1.34M | $3.82M | $5.17M | 0.0% | $5.22M | — |
| VRNS Varonis Systems, Inc. | $204,472 | $4.94M | $5.15M | 0.0% | $5.52M | Technology |
| VAL Valaris Ltd | $229,416 | $4.89M | $5.12M | 0.0% | $6.04M | Energy |
| NGVT Ingevity Corporation | $399,858 | $4.72M | $5.12M | 0.0% | $5.26M | Basic Materials |
| IJJ iShares S&P Mid-Cap 400 Value E | $4.68M | $413,644 | $5.09M | 0.0% | $5.23M | — |
| PSMT PriceSmart, Inc. | $322,702 | $4.77M | $5.09M | 0.0% | $4.70M | Consumer Defensive |
| HWKN Hawkins, Inc. | $267,291 | $4.79M | $5.06M | 0.0% | $4.66M | Basic Materials |
| GABC German American Bancorp, Inc. | $592,823 | $4.44M | $5.04M | 0.0% | $5.45M | Financial Services |
| XLG Invesco S&P 500 Top 50 ETF | $1.73M | $3.26M | $4.99M | 0.0% | $5.15M | — |
| LKFN Lakeland Financial Corporation | $444,817 | $4.50M | $4.95M | 0.0% | $5.01M | Financial Services |
| SPT Sprout Social, Inc | $191,695 | $4.74M | $4.93M | 0.0% | $6.46M | Technology |
| AIOT PowerFleet, Inc. | $61,813 | $4.86M | $4.92M | 0.0% | $4.00M | Technology |
| EW Edwards Lifesciences Corporatio | $3.00M | $1.90M | $4.90M | 0.0% | $4.96M | Healthcare |
| WTBA West Bancorporation | $296,774 | $4.56M | $4.85M | 0.0% | $5.46M | Financial Services |
| RKT Rocket Companies, Inc. | $706,156 | $4.13M | $4.83M | 0.0% | $4.53M | Financial Services |
| IBB iShares Biotechnology ETF | $619,661 | $4.20M | $4.82M | 0.0% | $5.03M | — |
| BUR Burford Capital | $44,342 | $4.76M | $4.81M | 0.0% | $5.12M | — |
| FBLA FB Bancorp | $304,875 | $4.50M | $4.81M | 0.0% | $5.00M | — |
| PD PagerDuty, Inc. | $160,731 | $4.62M | $4.78M | 0.0% | $5.89M | Technology |
| ADT ADT Inc. | $321,308 | $4.42M | $4.74M | 0.0% | $5.46M | Industrials |
| SPTM SPDR Portfolio S&P 1500 Composi | $3.77M | $962,374 | $4.73M | 0.0% | $4.92M | — |
| IWY iShares Russell Top 200 Growth | $1.66M | $2.95M | $4.61M | 0.0% | $4.64M | — |
| CERT Certara, Inc. | $117,285 | $4.48M | $4.60M | 0.0% | $5.62M | Healthcare |
| LILA Liberty Latin America Ltd | $79,255 | $4.50M | $4.58M | 0.0% | $5.04M | Communication Services |
| CENX Century Aluminum Company | $232,765 | $4.34M | $4.57M | 0.0% | $4.64M | Basic Materials |
| INDB Independent Bank Corp. | $210,891 | $4.30M | $4.51M | 0.0% | $4.63M | Financial Services |
| REI Ring Energy, Inc. | $22,617 | $4.45M | $4.47M | 0.0% | $5.67M | Energy |
| 27616P301 Easterly Government | $242,869 | $4.21M | $4.45M | 0.0% | — | — |
| STAG Stag Industrial, Inc. | $484,616 | $3.93M | $4.42M | 0.0% | $4.26M | Real Estate |
| NG Novagold Resources Inc. | $507,689 | $3.90M | $4.40M | 0.0% | $5.86M | Basic Materials |
| SANA Sana Biotechnology, Inc. | $54,277 | $4.30M | $4.35M | 0.0% | $4.43M | Healthcare |
| PCOR Procore Technologies, Inc. | $556,170 | $3.79M | $4.34M | 0.0% | $6.40M | Technology |
| VOOG Vanguard S&P 500 Growth ETF | $3.19M | $1.12M | $4.31M | 0.0% | $4.46M | — |
| BGC BGC Group, Inc. | $125,223 | $4.13M | $4.26M | 0.0% | $4.46M | Financial Services |
| SDY SPDR S&P Dividend ETF | $3.30M | $928,298 | $4.23M | 0.0% | $4.40M | — |
| CAE CAE Inc. | $1.30M | $2.93M | $4.22M | 0.0% | $4.41M | Industrials |
| ISTR Investar Holding Corporation | $210,350 | $3.94M | $4.16M | 0.0% | $4.29M | Financial Services |
| EEMV iShares MSCI Emerging Markets M | $2.16M | $1.99M | $4.15M | 0.0% | $4.13M | — |
| LPL LG Display Co, Ltd AMERICAN DEP | $1.96M | $2.18M | $4.14M | 0.0% | $3.72M | Technology |
| ESGV Vanguard ESG U.S. Stock ETF | $2.73M | $1.35M | $4.08M | 0.0% | $4.24M | — |
| PAVE Global X Funds Global X U.S. In | $934,531 | $3.15M | $4.08M | 0.0% | $4.06M | — |
| EEM iShares MSCI Emerging Index Fun | $2.14M | $1.93M | $4.07M | 0.0% | $3.97M | — |
| ACCO Acco Brands Corporation | $88,654 | $3.99M | $4.07M | 0.0% | $4.25M | Industrials |
| OHI Omega Healthcare Investors, Inc | $1.15M | $2.90M | $4.05M | 0.0% | $3.95M | Real Estate |
| HBCP Home Bancorp, Inc. | $215,290 | $3.79M | $4.00M | 0.0% | $4.20M | Financial Services |
| DRS Leonardo DRS, Inc. | $400,629 | $3.60M | $4.00M | 0.0% | $4.27M | Industrials |
| SPNT SiriusPoint | $387,936 | $3.60M | $3.99M | 0.0% | $3.94M | — |
| MFG Mizuho Financial Group, Inc. Sp | $1.71M | $2.26M | $3.97M | 0.0% | $4.51M | Financial Services |
| FNWB First Northwest Bancorp | $162,150 | $3.81M | $3.97M | 0.0% | $4.23M | Financial Services |
| CCK Crown Holdings, Inc. | $386,688 | $3.57M | $3.95M | 0.0% | $4.21M | Consumer Cyclical |
| CGGR Capital Group Growth ETF | $209,876 | $3.72M | $3.93M | 0.0% | $3.93M | — |
| KEP Korea Electric Power Corporatio | $1.66M | $2.23M | $3.89M | 0.0% | $3.78M | Utilities |
| M53213100 ICL Group | $543,163 | $3.34M | $3.88M | 0.0% | — | — |
| XAR SPDR S&P Aerospace & Defense ET | $1.73M | $2.12M | $3.85M | 0.0% | $4.03M | — |
| HMC Honda Motor Company, Ltd. | $1.41M | $2.44M | $3.85M | 0.0% | $4.48M | Consumer Cyclical |
| BTC Grayscale Bitcoin Mini | $673,429 | $3.17M | $3.84M | 0.0% | $4.12M | — |
| CRK Comstock Resources, Inc. | $264,257 | $3.56M | $3.83M | 0.0% | $3.61M | Energy |
| TMHC Taylor Morrison Home Corporatio | $1.33M | $2.49M | $3.82M | 0.0% | $3.86M | Consumer Cyclical |
| SNDR Schneider National, Inc. | $637,814 | $3.17M | $3.80M | 0.0% | $3.76M | Industrials |
| VONE Vanguard Russell 1000 ETF | $1.07M | $2.66M | $3.72M | 0.0% | $3.87M | — |
| RPD Rapid7, Inc. | $210,771 | $3.46M | $3.67M | 0.0% | $5.89M | Technology |
| BY Byline Bancorp, Inc. | $627,190 | $3.04M | $3.66M | 0.0% | $3.82M | Financial Services |
| FOX Fox Corporation | $311,193 | $3.34M | $3.65M | 0.0% | $4.79M | Communication Services |
| PCT PureCycle Technologies, Inc. | $187,277 | $3.40M | $3.59M | 0.0% | $3.07M | Industrials |
| VSAT ViaSat, Inc. | $222,101 | $3.35M | $3.57M | 0.0% | $3.30M | Technology |
| IWN iShares Russell 2000 Value ETF | $3.16M | $361,883 | $3.52M | 0.0% | $3.62M | — |
| ESRT Empire State Realty Trust, Inc. | $119,470 | $3.39M | $3.51M | 0.0% | $3.08M | Real Estate |
| HBNC Horizon Bancorp, Inc. | $395,804 | $3.11M | $3.50M | 0.0% | $3.61M | Financial Services |
| SPUS SP Funds S&P 500 Sharia Industr | $2.32M | $1.16M | $3.48M | 0.0% | $3.59M | — |
| NXRT NexPoint Residential Trust, Inc | $319,684 | $3.09M | $3.41M | 0.0% | $3.00M | Real Estate |
| SSL Sasol Ltd. | $470,074 | $2.93M | $3.40M | 0.0% | $4.00M | Basic Materials |
| YETI YETI Holdings, Inc. | $819,822 | $2.58M | $3.40M | 0.0% | $3.06M | Consumer Cyclical |
| USRT iShares Core U.S. REIT ETF | $271,867 | $3.07M | $3.34M | 0.0% | $3.39M | — |
| HHH Howard Hughes Holdings Inc. | $1.71M | $1.62M | $3.33M | 0.0% | $3.10M | Real Estate |
| BIV Vanguard Intermediate-Term Bond | $205,403 | $3.11M | $3.31M | 0.0% | $3.27M | — |
| CDW CDW Corporation | $498,228 | $2.81M | $3.31M | 0.0% | $3.28M | Technology |
| EWJ iShares MSCI Japan Index Fund | $944,220 | $2.34M | $3.29M | 0.0% | $3.46M | — |
| BHE Benchmark Electronics, Inc. | $308,784 | $2.89M | $3.20M | 0.0% | $2.65M | Technology |
| SCHH Schwab U.S. REIT ETF | $231,474 | $2.96M | $3.19M | 0.0% | $3.25M | — |
| CTO CTO Realty Growth, Inc. | $476,210 | $2.71M | $3.19M | 0.0% | $3.26M | Real Estate |
| IYT iShares Trust iShares U.S. Tran | $247,571 | $2.93M | $3.18M | 0.0% | $3.20M | — |
| TNYA Tenaya Therapeutics, Inc. | $7,927 | $3.16M | $3.17M | 0.0% | $3.12M | Healthcare |
| ORRF Orrstown Financial Services, In | $396,337 | $2.76M | $3.15M | 0.0% | $3.35M | Financial Services |
| IAUX i-80 Gold Corp. | $60,908 | $3.09M | $3.15M | 0.0% | $3.65M | Basic Materials |
| VXF Vanguard Extended Market ETF | $998,689 | $2.15M | $3.15M | 0.0% | $3.21M | — |
| OUT Outfront Media | $354,464 | $2.74M | $3.09M | 0.0% | $2.85M | — |
| IGV iShares Expanded Tech-Software | $283,369 | $2.80M | $3.08M | 0.0% | $3.54M | — |
| DFIC Dimensional ETF Trust Dimension | $290,591 | $2.78M | $3.07M | 0.0% | $3.24M | — |
| AVUS Avantis U.S. Equity ETF | $2.46M | $601,976 | $3.07M | 0.0% | $3.17M | — |
| NBBK NB Bancorp, Inc. | $223,556 | $2.78M | $3.00M | 0.0% | $3.26M | Financial Services |
| BTI British American Tobacco Indus | $2.32M | $679,298 | $3.00M | 0.0% | $2.77M | Consumer Defensive |
| HWC Hancock Whitney Corporation | $1.30M | $1.66M | $2.96M | 0.0% | $3.16M | Financial Services |
| IGM iShares Expanded Tech Sector ET | $606,232 | $2.34M | $2.95M | 0.0% | $2.97M | — |
| ZS Zscaler, Inc. | $2.38M | $550,485 | $2.93M | 0.0% | $3.81M | Technology |
| LBRDK Liberty Broadband Corporation | $259,329 | $2.67M | $2.93M | 0.0% | $3.20M | Communication Services |
| DYNF iShares U.S. Equity Factor Rota | $557,206 | $2.35M | $2.90M | 0.0% | $3.00M | — |
| IHI iShares U.S. Medical Devices ET | $847,136 | $2.05M | $2.90M | 0.0% | $3.27M | — |
| MCBS MetroCity Bankshares, Inc. | $479,814 | $2.36M | $2.84M | 0.0% | $2.87M | Financial Services |
| EXPE Expedia Group, Inc. | $1.84M | $997,932 | $2.84M | 0.0% | $3.69M | Consumer Cyclical |
| MTA Metalla Royalty & Streaming Ltd | $105,057 | $2.73M | $2.84M | 0.0% | $3.63M | Basic Materials |
| DSI iShares MSCI KLD 400 Social ETF | $2.03M | $783,145 | $2.81M | 0.0% | $2.93M | — |
| RCKT Rocket Pharmaceuticals, Inc. | $60,374 | $2.71M | $2.77M | 0.0% | $2.81M | Healthcare |
| WSBC WesBanco, Inc. | $2.18M | $556,412 | $2.73M | 0.0% | $2.99M | Financial Services |
| AN AutoNation, Inc. | $255,833 | $2.47M | $2.73M | 0.0% | $3.07M | Consumer Cyclical |
| EVLV Evolv Technologies Holdings, In | $63,191 | $2.65M | $2.72M | 0.0% | $2.72M | Industrials |
| CHK CHESAPEAKE ENERGY CORP | $626,682 | $2.07M | $2.69M | 0.0% | — | Energy |
| BLDE Blade Air Mobility, Inc. | $53,196 | $2.59M | $2.65M | 0.0% | — | Industrials |
| AAAU Goldman Sachs Physical Gold ETF | $1.01M | $1.63M | $2.63M | 0.0% | $2.87M | — |
| SIL Global X Silver Miners ETF | $628,821 | $1.94M | $2.57M | 0.0% | $2.97M | — |
| IRM Iron Mountain Incorporated (Del | $1.57M | $972,587 | $2.54M | 0.0% | $2.60M | Real Estate |
| FCF First | $262,318 | $2.25M | $2.51M | 0.0% | $2.67M | Financial Services |
| ABCB Ameris Bancorp | $297,768 | $2.21M | $2.51M | 0.0% | $2.49M | Financial Services |
| ORGO Organogenesis Holdings Inc. | $32,888 | $2.47M | $2.50M | 0.0% | $1.84M | Healthcare |
| SPYD SPDR Series Trust SPDR Portfoli | $475,808 | $2.03M | $2.50M | 0.0% | $2.65M | — |
| PRF Invesco FTSE RAFI US 1000 ETF | $2.17M | $297,489 | $2.47M | 0.0% | $2.58M | — |
| NWE NorthWestern Energy Group, Inc. | $1.37M | $1.10M | $2.46M | 0.0% | $2.47M | Utilities |
| BPRN Princeton Bancorp, Inc. | $687,427 | $1.78M | $2.46M | 0.0% | $2.82M | Financial Services |
| CLFD Clearfield, Inc. | $567,804 | $1.82M | $2.39M | 0.0% | $1.73M | Technology |
| IWS iShares Russell Mid-cap Value E | $1.49M | $888,840 | $2.38M | 0.0% | $2.51M | — |
| CGDV Capital Group Dividend Value ET | $359,746 | $2.00M | $2.36M | 0.0% | $2.45M | — |
| NPO Enpro Inc. | $646,963 | $1.69M | $2.34M | 0.0% | $2.13M | Industrials |
| VMC Vulcan Materials Company (Holdi | $1.65M | $674,098 | $2.33M | 0.0% | $2.22M | Basic Materials |
| EFG iShares MSCI EAFE Growth ETF | $2.08M | $236,398 | $2.31M | 0.0% | $2.36M | — |
| CHRD Chord Energy Corporation | $583,731 | $1.73M | $2.31M | 0.0% | $2.77M | Energy |
| JBND J.P. Morgan Exchange-Traded Fun | $1.56M | $732,950 | $2.29M | 0.0% | $2.26M | — |
| AOR iShares Core Growth Allocation | $1.29M | $924,350 | $2.22M | 0.0% | $2.24M | — |
| DCO Ducommun Incorporated | $218,178 | $1.98M | $2.20M | 0.0% | $2.46M | Industrials |
| FDVV Fidelity High Dividend ETF | $818,311 | $1.36M | $2.18M | 0.0% | $2.32M | — |
| EOLS Evolus, Inc. Common Stock | $70,913 | $2.10M | $2.17M | 0.0% | $2.55M | Healthcare |
| DC Dakota Gold Corp. | $90,990 | $2.04M | $2.13M | 0.0% | $3.11M | Basic Materials |
| MBI MBIA Inc. | $92,193 | $2.03M | $2.12M | 0.0% | $1.68M | Financial Services |
| SCHK Schwab 1000 Index ETF | $298,514 | $1.77M | $2.07M | 0.0% | $2.15M | — |
| DVA DaVita Inc. | $620,942 | $1.42M | $2.04M | 0.0% | $1.65M | Healthcare |
| PLBC Plumas Bancorp | $225,520 | $1.82M | $2.04M | 0.0% | $2.21M | Financial Services |
| OII Oceaneering International, Inc. | $223,995 | $1.81M | $2.04M | 0.0% | $2.63M | Energy |
| CNS Cohen & Steers Inc | $208,706 | $1.80M | $2.01M | 0.0% | $2.23M | Financial Services |
| FMAO Farmers & Merchants Bancorp, In | $249,013 | $1.74M | $1.99M | 0.0% | $2.28M | Financial Services |
| USIG iShares Broad USD Investment Gr | $1.37M | $620,609 | $1.99M | 0.0% | $1.95M | — |
| SRI Stoneridge, Inc. | $133,525 | $1.85M | $1.98M | 0.0% | $1.94M | Consumer Cyclical |
| WKC World Kinect Corporation | $206,877 | $1.74M | $1.95M | 0.0% | $2.14M | Energy |
| HDV iShares Core High Dividend ETF | $1.31M | $630,430 | $1.94M | 0.0% | $2.08M | — |
| GOSS Gossamer Bio, Inc. | $3,614 | $1.91M | $1.92M | 0.0% | $1.80M | Healthcare |
| BHRB Burke & Herbert Financial Servi | $407,016 | $1.51M | $1.91M | 0.0% | $1.95M | Financial Services |
| SSRM SSR Mining Inc. | $298,185 | $1.61M | $1.90M | 0.0% | $2.17M | Basic Materials |
| NSA National Storage Affiliates Tru | $1.19M | $702,626 | $1.90M | 0.0% | $1.85M | Real Estate |
| BAH Booz Allen Hamilton Holding Cor | $242,863 | $1.62M | $1.86M | 0.0% | $2.38M | Industrials |
| RING iShares MSCI Global Gold Miners | $1.51M | $342,251 | $1.85M | 0.0% | $2.25M | — |
| JOE St. Joe Company (The) | $308,766 | $1.51M | $1.82M | 0.0% | $1.99M | Real Estate |
| WEN Wendy's Company (The) | $224,701 | $1.54M | $1.76M | 0.0% | $1.84M | Consumer Cyclical |
| FPE First Trust Preferred Securitie | $285,884 | $1.48M | $1.76M | 0.0% | $1.76M | — |
| CACI CACI International, Inc. | $829,236 | $907,063 | $1.74M | 0.0% | $2.51M | Technology |
| ACNB ACNB Corporation | $272,495 | $1.45M | $1.72M | 0.0% | $1.88M | Financial Services |
| ECPG Encore Capital Group Inc | $218,859 | $1.49M | $1.71M | 0.0% | $1.90M | Financial Services |
| KOPN Kopin Corporation | $541,135 | $1.15M | $1.69M | 0.0% | $2.07M | Technology |
| PACB Pacific Biosciences of Californ | $52,677 | $1.62M | $1.68M | 0.0% | $1.15M | Healthcare |
| HYLN Hyliion Holdings Corp. | $145,292 | $1.53M | $1.67M | 0.0% | $1.30M | Consumer Cyclical |
| SEER Seer, Inc. | $27,556 | $1.64M | $1.66M | 0.0% | $2.08M | Healthcare |
| RITM Rithm Capital Corp. | $230,149 | $1.42M | $1.65M | 0.0% | $1.82M | Real Estate |
| ARTY iShares Future AI & Tech ETF | $366,126 | $1.28M | $1.65M | 0.0% | $1.67M | — |
| CROX Crocs, Inc. | $233,198 | $1.41M | $1.64M | 0.0% | $1.80M | Consumer Cyclical |
| OUNZ VanEck Merk Gold ETF | $1.09M | $544,119 | $1.63M | 0.0% | $1.78M | — |
| PEB Pebblebrook Hotel Trust | $213,530 | $1.41M | $1.63M | 0.0% | $1.53M | Real Estate |
| SVRA Savara, Inc. | $69,473 | $1.53M | $1.60M | 0.0% | $1.40M | Healthcare |
| PFBC Preferred Bank | $319,206 | $1.28M | $1.60M | 0.0% | $1.62M | Financial Services |
| CGUS Capital Group Core Equity ETF | $319,767 | $1.26M | $1.58M | 0.0% | $1.63M | — |
| FRPH FRP Holdings, Inc. | $263,570 | $1.30M | $1.56M | 0.0% | $1.38M | Real Estate |
| CGGO Capital Group Global Growth Equ | $351,339 | $1.11M | $1.46M | 0.0% | $1.43M | — |
| G0585R106 Assured Guaranty | $1.09M | $352,704 | $1.44M | 0.0% | — | — |
| PBFS Pioneer Bancorp, Inc. | $188,470 | $1.25M | $1.44M | 0.0% | $1.47M | Financial Services |
| G65773106 Nordic American Tankers | $108,512 | $1.32M | $1.43M | 0.0% | — | — |
| SSD Simpson Manufacturing Company, | $276,133 | $1.07M | $1.34M | 0.0% | $1.24M | Basic Materials |
| IYH iShares U.S. Healthcare ETF | $313,674 | $998,449 | $1.31M | 0.0% | $1.38M | — |
| RMD ResMed Inc. | $994,878 | $315,706 | $1.31M | 0.0% | $1.51M | Healthcare |
| FMNB Farmers National Banc Corp. | $712,699 | $574,291 | $1.29M | 0.0% | $1.44M | Financial Services |
| KT KT Corporation | $250,284 | $1.03M | $1.28M | 0.0% | $1.42M | Communication Services |
| IOO iShares Global 100 ETF | $200,256 | $1.08M | $1.28M | 0.0% | $1.36M | — |
| PGC Peapack-Gladstone Financial Cor | $292,642 | $974,714 | $1.27M | 0.0% | $1.25M | Financial Services |
| CIVB Civista Bancshares, Inc. | $215,827 | $1.04M | $1.26M | 0.0% | $1.27M | Financial Services |
| VGZ Vista Gold Corp | $47,347 | $1.20M | $1.25M | 0.0% | $1.51M | Basic Materials |
| STZ Constellation Brands, Inc. | $677,331 | $556,360 | $1.23M | 0.0% | $1.23M | Consumer Defensive |
| SCHZ Schwab US Aggregate Bond ETF | $281,626 | $939,078 | $1.22M | 0.0% | $1.20M | — |
| VOOV Vanguard S&P 500 Value ETF | $423,733 | $789,156 | $1.21M | 0.0% | $1.27M | — |
| CASH Pathward Financial, Inc. | $336,923 | $870,600 | $1.21M | 0.0% | $1.20M | Financial Services |
| SJNK SPDR Bloomberg Short Term High | $352,106 | $846,014 | $1.20M | 0.0% | $1.19M | — |
| NEOG Neogen Corporation | $93,937 | $1.06M | $1.16M | 0.0% | $1.50M | Healthcare |
| GNSS Genasys Inc. | $939,131 | $186,891 | $1.13M | 0.0% | $1.15M | Technology |
| SPFI South Plains Financial, Inc. | $203,836 | $920,166 | $1.12M | 0.0% | $1.19M | Financial Services |
| NTR Nutrien Ltd. | $771,679 | $307,511 | $1.08M | 0.0% | $1.17M | Basic Materials |
| FSBC Five Star Bancorp | $417,322 | $647,577 | $1.06M | 0.0% | $1.02M | Financial Services |
| SLYV SPDR S&P 600 Small Cap Value ET | $564,645 | $483,139 | $1.05M | 0.0% | $1.08M | — |
| HGTY Hagerty, Inc. | $169,825 | $873,355 | $1.04M | 0.0% | $1.14M | Financial Services |
| DNUT Krispy Kreme, Inc. | $56,304 | $980,355 | $1.04M | 0.0% | $977,924 | Consumer Defensive |
| BANF BancFirst Corporation | $290,605 | $743,237 | $1.03M | 0.0% | $1.08M | Financial Services |
| IART Integra LifeSciences Holdings C | $822,299 | $188,580 | $1.01M | 0.0% | $1.03M | Healthcare |
| BILL BILL Holdings, Inc. | $237,138 | $755,744 | $992,882 | 0.0% | $1.37M | Technology |
| UVV Universal Corporation | $278,119 | $703,199 | $981,318 | 0.0% | $842,124 | Consumer Defensive |
| PACK Ranpak Holdings Corp | $115,586 | $857,463 | $973,049 | 0.0% | $741,434 | Consumer Cyclical |
| IJS iShares S&P SmallCap 600 Value | $383,068 | $541,253 | $924,321 | 0.0% | $951,419 | — |
| CBNK Capital Bancorp, Inc. | $323,877 | $579,480 | $903,357 | 0.0% | $968,176 | Financial Services |
| L72967109 Orion | $84,367 | $816,126 | $900,493 | 0.0% | — | — |
| SABR Sabre Corporation | $69,115 | $826,595 | $895,710 | 0.0% | $955,709 | Technology |
| FALN iShares Fallen Angels USD Bond | $622,162 | $228,816 | $850,978 | 0.0% | $845,667 | — |
| FRBA First Bank | $203,399 | $623,210 | $826,609 | 0.0% | $886,750 | Financial Services |
| PFIS Peoples Financial Services Corp | $392,977 | $390,189 | $783,166 | 0.0% | $842,048 | Financial Services |
| WEST Westrock Coffee Company | $87,686 | $678,807 | $766,493 | 0.0% | $796,736 | Consumer Defensive |
| STXS Stereotaxis, Inc. | $655,931 | $26,488 | $682,419 | 0.0% | $547,522 | Healthcare |
| AHH Armada Hoffler Properties, Inc. | $151,612 | $514,589 | $666,201 | 0.0% | — | Real Estate |
| MNSO MINISO Group Holding Limited | $199,982 | $459,582 | $659,564 | 0.0% | $645,342 | Consumer Cyclical |
| JETS U.S. Global Jets ETF | $242,864 | $405,284 | $648,148 | 0.0% | $615,767 | — |
| EVEX Eve Holding, Inc. | $25,259 | $582,887 | $608,146 | 0.0% | $661,449 | Industrials |
| INN Summit Hotel Properties, Inc. | $112,182 | $486,494 | $598,676 | 0.0% | $515,834 | Real Estate |
| BDN Brandywine Realty Trust | $141,826 | $454,578 | $596,404 | 0.0% | $581,353 | Real Estate |
| IRT Independence Realty Trust, Inc. | $349,589 | $178,500 | $528,089 | 0.0% | $538,846 | Real Estate |
| AI C3.ai, Inc. | $105,876 | $403,596 | $509,472 | 0.0% | $556,557 | Technology |
| LINK Interlink Electronics, Inc. | $205,694 | $303,544 | $509,238 | 0.0% | $611,191 | Technology |
| Y2106R110 Dorian LPG | $255,322 | $239,982 | $495,304 | 0.0% | — | — |
| XRAY DENTSPLY SIRONA Inc. | $126,164 | $354,989 | $481,153 | 0.0% | $525,595 | Healthcare |
| PRME Prime Medicine, Inc. | $43,122 | $433,250 | $476,372 | 0.0% | $398,913 | Healthcare |
| MNKD MannKind Corporation | $296,935 | $117,989 | $414,924 | 0.0% | $374,990 | Healthcare |
| GDYN Grid Dynamics Holdings, Inc. | $75,175 | $335,120 | $410,295 | 0.0% | $559,821 | Technology |
| TAL TAL Education Group | $114,381 | $260,304 | $374,685 | 0.0% | $456,121 | Consumer Defensive |
| SMPL The Simply Good Foods Company | $167,249 | $173,968 | $341,217 | 0.0% | $290,599 | Consumer Defensive |
| ALT Altimmune, Inc. | $98,147 | $217,664 | $315,811 | 0.0% | $305,422 | Healthcare |
| HPK HighPeak Energy, Inc. | $72,927 | $222,282 | $295,209 | 0.0% | $313,791 | Energy |
| ALRN Aileron Therapeutics, Inc. | $260,000 | $19,760 | $279,760 | 0.0% | — | Healthcare |
| OI O-I Glass, Inc. | $139,154 | $126,153 | $265,307 | 0.0% | $187,065 | Consumer Cyclical |
| LUCD Lucid Diagnostics Inc. | $98,601 | $76,291 | $174,892 | 0.0% | $158,171 | Healthcare |
| CMTG Claros Mortgage Trust, Inc. | $52,607 | $58,045 | $110,652 | 0.0% | $85,697 | Real Estate |
| MLSS Milestone Scientific, Inc. | $13,939 | $18,071 | $32,010 | 0.0% | $49,371 | Healthcare |
Largest Shared Position
NVIDIA Corporation (NVDA) represents the largest overlapping position between Sequoia Financial Advisors and Renaissance Technologies LLC based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of NVDA positions reported by both investment firms is approximately $1.99B, reflecting overlapping institutional exposure to NVIDIA Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Technology | $15.13B | AAPL, ACMR, ACN, ADBE, ADEA, ADP, ADSK, AFRM, AI, AIOT, ALAB, AMD, AMKR, APH, APPF, ARW, ASAN, ASTS, ATEN, AVGO, AVT, BELFB, BHE, BILL, CACI, CDW, CGNX, CIEN, CLFD, CLS, COHU, CRM, CRUS, CRWD, CVLT, DBX, DDOG, DELL, DGII, DOCU, DSGX, DUOL, ENPH, ERIC, EXLS, FFIV, FI, FICO, FIS, FORM, FRSH, FSLR, FTNT, FTV, GDDY, GDYN, GNSS, HPQ, HUBS, INTC, INTU, IPGP, IT, ITRI, KOPN, LINK, LITE, LPL, MANH, MCHP, MKSI, MPWR, MRVL, MSFT, MSI, MSTR, MU, MXL, NET, NOK, NTAP, NTNX, NVDA, ON, ORCL, PATH, PAYO, PAYX, PCOR, PCTY, PD, PLTR, PLXS, PSTG, PTC, QLYS, QRVO, RAMP, RBRK, RCAT, RNG, ROG, RPD, RUN, SABR, SAIC, SANM, SATS, SITM, SLAB, SMTC, SNPS, SNX, SPT, SSNC, STM, TEAM, TENB, TER, TOST, TRMB, TSM, TTD, TTMI, TXN, TYL, U, UCTT, UI, VIAV, VNT, VRNS, VRSN, VSAT, WDAY, WDC, WIT, ZBRA, ZM, ZS |
| Other | $11.95B | 27616P301, AAAU, ACWI, AGG, AMRZ, AOR, APTV, ARTY, AS, ASML, AU, AVDE, AVDV, AVUS, AVUV, B, BEPC, BINC, BIV, BLK, BND, BNDX, BSV, BTC, BUR, CGDV, CGGO, CGGR, CGUS, CHYM, DFAC, DFAR, DFAT, DFAU, DFIC, DFLV, DFSV, DFUS, DGRO, DIVO, DSI, DUHP, DXJ, DYNF, EEM, EEMV, EFA, EFG, EG, EMB, ESGU, ESGV, EWJ, FALN, FBLA, FBND, FBTC, FDVV, FPE, G01767105, G0176J109, G02602103, G0585R106, G0692U109, G25457105, G4124C109, G65163100, G6564A105, G65773106, G6683N103, G7S00T104, G8473T100, G87110105, G8726T105, GDX, GDXJ, GLD, GLDM, GLXY, GOVT, GRMN, GTES, H50430232, H8817H100, HDV, HYG, IAU, IBB, IBIT, IEF, IEFA, IEI, IGM, IGSB, IGV, IHI, IJJ, IJS, IOO, ITOT, IUSV, IVE, IVV, IVW, IWB, IWF, IWN, IWP, IWR, IWS, IWV, IWY, IYH, IYR, IYT, JBND, JEPQ, JETS, JMUB, JNK, JPIE, L72967109, LBTYA, LBTYK, LIN, LQD, LRCX, M3760D101, M53213100, MBB, MDT, MGV, MNDY, MRP, MUB, MUNI, OEF, OUNZ, OUT, PAVE, PFF, PRF, PYLD, QQQ, QQQI, QQQM, QUAL, RACE, RAL, RING, RPRX, RSP, SCHB, SCHE, SCHH, SCHK, SCHR, SCHX, SCHZ, SCMB, SCZ, SDY, SIL, SILJ, SJNK, SLV, SLYV, SMCI, SNDK, SPHQ, SPIB, SPLG, SPNT, SPOT, SPTM, SPUS, SPY, SPYD, SPYV, STX, TEL, TFI, TIP, TLT, TT, URTH, USIG, USRT, VBK, VCIT, VCSH, VGIT, VGT, VHT, VIG, VNQ, VO, VOE, VONE, VONG, VONV, VOO, VOOG, VOOV, VOT, VT, VTEB, VTI, VUG, VV, VWO, VXF, VYM, WTW, XAR, XLE, XLF, XLG, XLI, XLK, XLP, XLRE, XLU, XLV, XLY, XME, Y2106R110, Y81669106 |
| Healthcare | $7.32B | ABT, ADMA, ALRN, ALT, ARWR, AXSM, BGNE, BHC, BIIB, BMRN, BSX, BTSG, CAH, CERT, CHE, CI, CNC, COR, CORT, CVS, DHR, DVA, DXCM, EHC, ELV, ENSG, EOLS, EW, EXEL, FTRE, GILD, GKOS, GMAB, GMED, GOSS, HAE, HALO, HCA, HSTM, HUM, IART, IBRX, IDXX, ILMN, IMNM, INCY, INVA, IONS, ISRG, KRYS, LEGN, LLY, LUCD, MCK, MD, MEDP, MLSS, MMSI, MNKD, MOH, NBIX, NEOG, NUVL, NVO, NVS, NVST, ORGO, PACB, PODD, PRME, RCKT, RDY, REGN, RMD, SANA, SEER, STXS, SVRA, SYK, TAK, TNYA, UNH, UTHR, VRTX, WEAV, WST, XRAY, ZTS |
| Consumer Cyclical | $6.68B | ABNB, AIN, ALSN, ALV, AMZN, AN, ANF, AVY, AXL, AZO, BALL, BBWI, BBY, BYD, CART, CASY, CCK, CMG, COLM, CROX, CVNA, DDS, DECK, DHI, DKNG, DKS, DPZ, EAT, ETSY, EXPE, FIVE, FND, FTDR, GM, GNTX, GPI, HAS, HMC, HTHT, HYLN, IHG, KMX, LEN, LULU, LVS, M, MAR, MBC, MCD, MELI, MNSO, MUSA, NIO, NKE, NVR, OI, OLPX, ORLY, PACK, PAG, PII, PTON, RH, RIVN, RL, ROL, ROST, RUSHA, SE, SRI, TJX, TLYS, TMHC, TPR, TSLA, TXRH, ULTA, VC, VFC, VSCO, WEN, WSM, WYNN, YETI, YUM, YUMC |
| Communication Services | $6.34B | AMX, BATRK, BILI, CHT, CNK, DASH, FOX, FWONA, FWONK, GOOG, GOOGL, IAC, IRDM, KT, LBRDK, LILA, LUMN, META, MSGS, MTCH, NFLX, NTES, NWSA, NYT, PINS, RBLX, RDDT, ROKU, SKM, SNAP, SPHR, T, TIMB, TKC, TLK, TME, TMUS, TTWO, VIV, VOD, WBD |
| Industrials | $5.47B | ACCO, ADT, AEIS, AGCO, AGX, AIT, ALG, AME, AOS, ARMK, ASR, AVAV, AWI, BA, BAH, BE, BLDE, CAE, CLH, CNI, CPRT, CR, CSL, CSX, DCO, DNOW, DRS, DY, EFX, EME, ENS, EVEX, EVLV, EXPD, FAST, FDX, FELE, FERG, FIX, FLR, FREY, GD, GE, GFF, GGG, GWW, GXO, HEI, HEI-A, HII, HUBG, HWM, IESC, IEX, ITT, ITW, J, JCI, LECO, LHX, LMT, LSTR, MAS, MDU, MIDD, MLI, MSM, MYRG, NOC, NPO, OTIS, PCT, PLPC, POWL, PWR, RBC, RELX, RHI, RSG, RTX, SAIA, SEB, SITE, SKYW, SNA, SNDR, SPCE, STN, STRL, TDG, TTC, UAL, ULCC, UNP, VLTO, VMI, VRSK, VRT, WCN, WM, WSO, WTS, XPO, XYL, ZTO, ZWS |
| Financial Services | $5.01B | ABCB, ACNB, AFL, AGM, ALLY, AMG, AMP, AMSF, APO, AROW, ASB, AXP, BANF, BBD, BCS, BGC, BHB, BHRB, BNS, BOKF, BPOP, BPRN, BRK-B, BRO, BSAC, BSRR, BUSE, BWB, BX, BY, CAC, CACC, CASH, CBNK, CBOE, CBSH, CG, CIVB, CLBK, CM, CME, CNS, COF, COIN, COLB, CVBF, CWBC, EBC, ECPG, ENVA, EQH, EVR, EWBC, FBIZ, FCF, FCFS, FCNCA, FHB, FHI, FHN, FMAO, FMNB, FNB, FNF, FNWB, FRBA, FSBC, FVCB, GABC, GNW, GSBC, HBAN, HBCP, HBNC, HGTY, HIG, HLI, HLNE, HOOD, HOPE, HSBC, HTH, HWC, IBCP, IBKR, ICE, INDB, ISTR, JPM, JXN, KMPR, L, LKFN, LPLA, MARA, MBI, MBWM, MCBS, MCO, MCY, MFC, MFG, MKL, MORN, NBBK, NBHC, NMR, NTRS, NWBI, ORRF, OWL, OZK, PBFS, PFBC, PFIS, PGC, PGR, PKBK, PLBC, PYPL, QCRH, RJF, RKT, ROOT, RY, SCHW, SEIC, SF, SHBI, SIGI, SLF, SMBC, SMBK, SMFG, SNEX, SPFI, SPGI, SRCE, STEL, SYBT, TBBK, TCBI, TD, TFSL, THFF, THG, TROW, TSBK, TW, UNM, UWMC, V, VIRT, WFC, WSBC, WTBA, ZION |
| Energy | $3.19B | APA, AR, AROC, BKR, BP, CCJ, CHK, CHRD, CNQ, CNX, COP, CRK, CVE, CVX, DNN, EOG, EQNR, FANG, GPOR, HAL, HESM, HLX, HPK, IMO, KMI, KOS, LNG, MGY, NFG, OII, OVV, OXY, PBA, PBR, PBR-A, PR, PTEN, PUMP, REI, RRC, SD, SHEL, SU, TS, UGP, VAL, VLO, WHD, WKC, WMB |
| Basic Materials | $2.65B | AA, AEM, ALB, APD, BCC, BCPC, CDE, CENX, CF, DC, DOW, EMN, FCX, FNV, GFI, GGB, HCC, HL, HMY, HWKN, IAUX, IOSP, KGC, MLM, MTA, MTUS, NAK, NEM, NEU, NG, NGVT, NTR, OLN, PAAS, PKX, RGLD, RIO, RS, SCCO, SQM, SSD, SSL, SSRM, UFPI, USLM, VALE, VGZ, VMC, WDFC, WPM |
| Consumer Defensive | $1.48B | ABEV, BTI, BUD, CAG, CENT, CENTA, CL, COKE, DG, DLTR, DNUT, EL, FLO, GHC, INGR, KMB, KO, KVUE, LANC, LOPE, MNST, MO, PPC, PSMT, SFM, SMPL, STZ, TAL, TGT, UVV, WEST, WMT |
| Utilities | $1.42B | AEE, ATO, AVA, BKH, CIG, CWEN, CWT, DTE, DUK, ED, ENIC, ES, ETR, EVRG, EXC, FE, FTS, GEV, KEP, LNT, MGEE, NGG, NI, NWE, OGS, PCG, PEG, PNW, POR, SBS, SR, SRE, SWX, UGI, VST, WEC, WTRG, XEL |
| Real Estate | $1.25B | AHH, AMH, AVB, BDN, BEKE, BFS, BNL, BRX, CBRE, CCI, CDP, CIGI, CLDT, CMTG, COLD, CPT, CTO, CUZ, DLR, DOC, ELS, EPR, EQR, ESRT, ESS, FRPH, FRT, FSV, GLPI, HHH, HIW, HR, HST, ILPT, INN, INVH, IRM, IRT, JLL, JOE, KIM, LAMR, MFA, NNN, NSA, NXRT, OHI, OLP, PEB, PECO, PK, PSTL, REG, RITM, RYN, STAG, STWD, SVC, UDR, UE, VICI, VNO, VTR, WPC, WY |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Renaissance Technologies LLC may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: NVDA ($1.99B combined).
- Highest average portfolio weight in overlap: VTI (3.6% conviction score).
- Largest estimated mark-to-market gain since filing: PLTR ($448.16M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Renaissance Technologies LLC increased between Q1 2001 and Q2 2001, with 1081 shared holdings in the latest period ($67.88B combined reported value) versus 970 in the prior period ($55.91B).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
Related Overlap Pages
- Sequoia Financial Advisors portfolio
- Renaissance Technologies LLC portfolio
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- Situational Awareness Partners & TCI Fund Management Shared Holdings
- Situational Awareness Partners & Polen Capital Management Shared Holdings
- Situational Awareness Partners & Dodge & Cox Stock Fund Shared Holdings
- Situational Awareness Partners & Trian Fund Management Shared Holdings
- Most Common Institutional Holdings
- Top Institutional Investor Stock Rankings