Interchange Capital Partners

Latest statistics and disclosures from Interchange Capital Partners's latest quarterly 13F-HR filing:

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Portfolio Holdings for Interchange Capital Partners

Interchange Capital Partners holds 424 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 7.1 $38M 754k 50.94
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Apple (AAPL) 4.3 $23M +2% 85k 271.85
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.4 $18M -6% 358k 50.58
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Semler Scientific 3.1 $17M -13% 1.1M 15.29
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Microsoft Corporation (MSFT) 3.0 $16M +2% 33k 483.66
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Ishares Tr Msci Intl Qualty (IQLT) 2.8 $15M +5% 329k 45.45
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NVIDIA Corporation (NVDA) 2.2 $12M +11% 63k 186.50
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Vanguard Index Fds Value Etf (VTV) 1.7 $9.1M 47k 190.99
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $8.6M +4% 27k 313.00
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Ishares Tr Core Msci Eafe (IEFA) 1.6 $8.4M -3% 94k 89.46
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.5 $8.3M +6% 165k 50.59
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $7.9M 12k 684.82
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Amazon (AMZN) 1.4 $7.8M +6% 34k 230.81
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Ishares Core Msci Emkt (IEMG) 1.4 $7.7M +2% 115k 67.22
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $7.0M 112k 62.47
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Tesla Motors (TSLA) 1.2 $6.4M +3% 14k 449.72
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Alphabet Cap Stk Cl C (GOOG) 1.2 $6.3M +6% 20k 313.81
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Meta Platforms Cl A (META) 1.1 $6.0M +6% 9.1k 660.10
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JPMorgan Chase & Co. (JPM) 1.0 $5.4M +2% 17k 322.24
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Ishares Tr Msci Usa Value (VLUE) 1.0 $5.3M 39k 136.73
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Ishares Gold Tr Ishares New (IAU) 0.9 $5.1M -2% 63k 81.17
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Eli Lilly & Co. (LLY) 0.9 $4.6M +116% 4.3k 1075.10
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Broadcom (AVGO) 0.8 $4.4M +5% 13k 346.10
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.3M +77% 6.3k 681.99
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $3.9M +18% 18k 212.02
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Abbvie (ABBV) 0.7 $3.7M 16k 228.49
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $3.5M -2% 61k 57.24
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $3.4M 27k 123.22
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $3.3M -25% 17k 198.58
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.6 $3.3M 55k 60.79
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $2.8M -2% 31k 90.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.8M 5.5k 502.65
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Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $2.7M 54k 49.90
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $2.7M +17% 8.7k 303.83
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Visa Com Cl A (V) 0.5 $2.7M +3% 7.6k 350.64
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Morgan Stanley Com New (MS) 0.5 $2.6M 15k 177.53
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Ishares Tr Eafe Value Etf (EFV) 0.5 $2.5M -9% 36k 71.39
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Medicus Pharma (MDCX) 0.5 $2.4M 1.6M 1.53
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Raytheon Technologies Corp (RTX) 0.4 $2.4M +2% 13k 183.41
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EQT Corporation (EQT) 0.4 $2.4M +94% 45k 53.60
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.4 $2.4M +3% 36k 65.48
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Chevron Corporation (CVX) 0.4 $2.3M +105% 15k 152.41
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.4 $2.3M +67% 47k 49.59
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.3M 6.8k 335.28
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UnitedHealth (UNH) 0.4 $2.3M -13% 6.9k 330.18
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $2.3M -5% 33k 68.35
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Abbott Laboratories (ABT) 0.4 $2.2M +4% 18k 125.29
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Hca Holdings (HCA) 0.4 $2.2M +8% 4.7k 466.85
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $2.2M 34k 65.91
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Cisco Systems (CSCO) 0.4 $2.2M +138% 28k 77.03
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American Express Company (AXP) 0.4 $2.2M 5.9k 369.94
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Mastercard Incorporated Cl A (MA) 0.4 $2.2M 3.8k 570.89
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $2.2M +15% 47k 46.04
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Ishares Tr S&p 100 Etf (OEF) 0.4 $2.1M -2% 6.3k 342.86
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $2.1M +6% 4.5k 468.76
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.4 $2.1M NEW 77k 27.38
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Ishares Msci Eurzone Etf (EZU) 0.4 $2.0M -3% 32k 64.10
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Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $2.0M -2% 12k 160.96
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Home Depot (HD) 0.4 $2.0M -4% 5.8k 344.05
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Exxon Mobil Corporation (XOM) 0.4 $2.0M +122% 16k 120.33
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Marathon Petroleum Corp (MPC) 0.4 $1.9M 12k 162.63
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Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.4 $1.9M NEW 36k 53.07
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Spdr Gold Tr Gold Shs (GLD) 0.3 $1.9M 4.7k 396.31
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.8M 15k 120.18
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Applovin Corp Com Cl A (APP) 0.3 $1.7M 2.5k 673.55
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Pepsi (PEP) 0.3 $1.7M 12k 143.52
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International Business Machines (IBM) 0.3 $1.7M +2% 5.6k 296.21
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Oracle Corporation (ORCL) 0.3 $1.6M 8.5k 194.90
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Applied Materials (AMAT) 0.3 $1.6M 6.4k 256.97
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Arista Networks Com Shs (ANET) 0.3 $1.6M -5% 12k 131.03
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $1.6M 18k 89.43
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Wal-Mart Stores (WMT) 0.3 $1.5M +8% 14k 111.41
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.5M -2% 5.3k 290.17
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Coca-Cola Company (KO) 0.3 $1.5M +113% 22k 69.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.5M 2.00 754800.00
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Spdr Series Trust State Street Spd (SPYG) 0.3 $1.5M 14k 106.71
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Palantir Technologies Cl A (PLTR) 0.3 $1.5M -7% 8.3k 177.75
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Merck & Co (MRK) 0.3 $1.4M +21% 13k 105.26
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Netflix (NFLX) 0.3 $1.4M +838% 15k 93.76
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Fair Isaac Corporation (FICO) 0.3 $1.4M 812.00 1690.62
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salesforce (CRM) 0.3 $1.4M +5% 5.2k 264.94
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.4M +15% 1.3k 1069.41
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Caterpillar (CAT) 0.2 $1.3M +47% 2.3k 572.62
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Nextera Energy (NEE) 0.2 $1.3M 17k 80.28
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Starbucks Corporation (SBUX) 0.2 $1.3M 16k 84.21
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 2.8k 473.30
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Advanced Micro Devices (AMD) 0.2 $1.3M -5% 6.1k 214.16
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Ishares Tr Us Aer Def Etf (ITA) 0.2 $1.3M -2% 6.0k 214.61
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Johnson & Johnson (JNJ) 0.2 $1.3M 6.2k 206.97
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Lam Research Corp Com New (LRCX) 0.2 $1.3M +4% 7.5k 171.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.3M 23k 53.76
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $1.2M 32k 38.55
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.2M +20% 15k 85.37
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Yum! Brands (YUM) 0.2 $1.2M +4% 8.1k 151.28
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Ge Aerospace Com New (GE) 0.2 $1.2M 4.0k 308.02
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Micron Technology (MU) 0.2 $1.2M -13% 4.2k 285.42
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.2M +53% 4.8k 250.21
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Bank of America Corporation (BAC) 0.2 $1.2M +3% 22k 55.00
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 2.4k 487.87
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $1.2M +3% 35k 33.29
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Costco Wholesale Corporation (COST) 0.2 $1.2M +15% 1.4k 862.16
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Philip Morris International (PM) 0.2 $1.1M -3% 7.2k 160.42
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Citigroup Com New (C) 0.2 $1.1M +138% 9.8k 116.71
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Grayscale Ethereum Trust Etf SHS (ETHE) 0.2 $1.1M -12% 47k 24.37
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Expedia Group Com New (EXPE) 0.2 $1.1M +139% 3.9k 283.27
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.1M -2% 14k 77.53
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.1M 3.4k 314.84
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Palo Alto Networks (PANW) 0.2 $1.1M +9% 5.8k 184.20
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $1.1M -2% 4.7k 224.67
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Ishares Msci Emrg Chn (EMXC) 0.2 $1.1M 15k 72.68
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PNC Financial Services (PNC) 0.2 $1.0M +13% 4.9k 208.75
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $994k 15k 66.00
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Wells Fargo & Company (WFC) 0.2 $978k +2% 11k 93.19
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Chubb (CB) 0.2 $961k +69% 3.1k 312.12
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $946k +32% 24k 38.73
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Rockwell Automation (ROK) 0.2 $928k -2% 2.4k 389.03
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Axon Enterprise (AXON) 0.2 $926k +8% 1.6k 567.93
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Intuitive Surgical Com New (ISRG) 0.2 $915k +13% 1.6k 566.36
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Robinhood Mkts Com Cl A (HOOD) 0.2 $909k -15% 8.0k 113.10
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $889k -12% 5.7k 154.78
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McKesson Corporation (MCK) 0.2 $879k +9% 1.1k 820.37
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $877k 8.6k 102.54
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Marriott Intl Cl A (MAR) 0.2 $873k 2.8k 310.26
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Qualcomm (QCOM) 0.2 $868k +21% 5.1k 171.05
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $863k -9% 4.3k 199.68
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Procter & Gamble Company (PG) 0.2 $862k +18% 6.0k 143.32
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General Motors Company (GM) 0.2 $853k +2% 11k 81.32
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Epam Systems (EPAM) 0.2 $834k NEW 4.1k 204.83
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Adobe Systems Incorporated (ADBE) 0.2 $828k 2.4k 349.97
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Servicenow (NOW) 0.2 $827k +398% 5.4k 153.19
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Goldman Sachs (GS) 0.2 $820k +17% 933.00 879.35
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $800k 5.5k 146.58
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $797k NEW 11k 75.44
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Spdr Series Trust State Street Spd (SDY) 0.1 $787k 5.7k 139.15
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Travelers Companies (TRV) 0.1 $781k 2.7k 290.06
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.1 $777k +2% 16k 47.56
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $776k 8.1k 96.04
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Vertiv Holdings Com Cl A (VRT) 0.1 $771k +2% 4.8k 162.03
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $760k +11% 45k 16.74
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Cirrus Logic (CRUS) 0.1 $758k +173% 6.4k 118.50
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Constellation Energy (CEG) 0.1 $757k +5% 2.1k 353.42
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Intel Corporation (INTC) 0.1 $752k +2% 20k 36.90
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Roku Com Cl A (ROKU) 0.1 $741k +5% 6.8k 108.49
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Amgen (AMGN) 0.1 $734k +11% 2.2k 327.26
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Walt Disney Company (DIS) 0.1 $728k 6.4k 113.77
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Vanguard Wellington Us Minimum (VFMV) 0.1 $724k 5.6k 130.37
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McDonald's Corporation (MCD) 0.1 $718k +22% 2.3k 305.63
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Medtronic SHS (MDT) 0.1 $714k +26% 7.4k 96.04
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Emcor (EME) 0.1 $712k +96% 1.2k 611.79
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Intercontinental Exchange (ICE) 0.1 $709k 4.4k 161.93
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Emerson Electric (EMR) 0.1 $685k +187% 5.2k 132.72
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Epr Pptys Com Sh Ben Int (EPR) 0.1 $679k NEW 14k 49.90
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Ge Vernova (GEV) 0.1 $676k +11% 1.0k 653.57
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Uber Technologies (UBER) 0.1 $675k 8.9k 75.75
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Synchrony Financial (SYF) 0.1 $672k +12% 8.1k 83.44
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Tapestry (TPR) 0.1 $671k +19% 5.3k 127.77
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Intuit (INTU) 0.1 $662k -4% 998.00 662.86
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Comcast Corp Cl A (CMCSA) 0.1 $653k +8% 22k 29.89
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General Dynamics Corporation (GD) 0.1 $647k +18% 1.9k 336.65
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Cadence Design Systems (CDNS) 0.1 $640k -17% 2.0k 312.58
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $633k -3% 22k 29.04
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Clean Harbors (CLH) 0.1 $627k NEW 2.7k 234.48
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Thermo Fisher Scientific (TMO) 0.1 $620k 1.1k 579.61
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Coinbase Global Com Cl A (COIN) 0.1 $619k +3% 2.7k 226.14
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Howmet Aerospace (HWM) 0.1 $609k +31% 3.0k 205.02
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Essex Property Trust (ESS) 0.1 $607k NEW 2.3k 261.74
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Curtiss-Wright (CW) 0.1 $601k +15% 1.1k 551.27
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $596k 6.1k 97.39
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Eaton Corp SHS (ETN) 0.1 $593k +27% 1.9k 318.68
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Pure Storage Cl A (PSTG) 0.1 $588k +3% 8.8k 67.01
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Vanguard World Inf Tech Etf (VGT) 0.1 $584k -7% 776.00 752.81
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Ishares Silver Tr Ishares (SLV) 0.1 $582k 9.0k 64.42
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Blackrock (BLK) 0.1 $577k +6% 539.00 1070.25
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Sherwin-Williams Company (SHW) 0.1 $577k +27% 1.8k 323.88
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $561k +75% 13k 44.71
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S&p Global (SPGI) 0.1 $560k -30% 1.1k 522.79
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.1 $559k -13% 9.9k 56.63
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Progressive Corporation (PGR) 0.1 $559k -5% 2.5k 227.65
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Williams Companies (WMB) 0.1 $556k +25% 9.2k 60.10
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Enbridge (ENB) 0.1 $550k +140% 12k 47.91
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Novartis Sponsored Adr (NVS) 0.1 $545k -2% 4.0k 137.87
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Chipotle Mexican Grill (CMG) 0.1 $536k NEW 15k 37.00
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Capital One Financial (COF) 0.1 $536k -6% 2.2k 242.31
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Norfolk Southern (NSC) 0.1 $532k -7% 1.8k 288.72
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Duke Energy Corp Com New (DUK) 0.1 $530k +17% 4.5k 117.21
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Builders FirstSource (BLDR) 0.1 $527k -4% 5.1k 102.89
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $524k NEW 6.3k 82.98
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Boston Scientific Corporation (BSX) 0.1 $523k +25% 5.5k 95.35
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Metropcs Communications (TMUS) 0.1 $523k 2.6k 202.94
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Amphenol Corp Cl A (APH) 0.1 $520k -4% 3.9k 135.14
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Booking Holdings (BKNG) 0.1 $520k +51% 97.00 5355.31
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Ishares Tr Select Divid Etf (DVY) 0.1 $515k 3.6k 141.14
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Altria (MO) 0.1 $512k -7% 8.9k 57.66
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Gilead Sciences (GILD) 0.1 $511k +33% 4.2k 122.74
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Kla Corp Com New (KLAC) 0.1 $508k -3% 418.00 1215.25
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $508k 7.1k 71.45
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Union Pacific Corporation (UNP) 0.1 $506k +36% 2.2k 231.35
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Bank of New York Mellon Corporation (BK) 0.1 $504k -7% 4.3k 116.09
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Pulte (PHM) 0.1 $500k +19% 4.3k 117.24
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Vistra Energy (VST) 0.1 $498k 3.1k 161.32
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CVS Caremark Corporation (CVS) 0.1 $495k +10% 6.2k 79.37
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United Rentals (URI) 0.1 $493k +43% 608.00 810.35
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Monster Beverage Corp (MNST) 0.1 $491k +20% 6.4k 76.67
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MercadoLibre (MELI) 0.1 $490k +2% 243.00 2016.01
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Datadog Cl A Com (DDOG) 0.1 $489k +5% 3.6k 135.95
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10x Genomics Cl A Com (TXG) 0.1 $487k +23% 30k 16.31
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $482k 769.00 627.37
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Airbnb Com Cl A (ABNB) 0.1 $477k +18% 3.5k 135.72
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Texas Instruments Incorporated (TXN) 0.1 $473k -7% 2.7k 173.56
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Celestica (CLS) 0.1 $471k NEW 1.6k 296.12
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Pfizer (PFE) 0.1 $469k -6% 19k 24.90
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Hartford Financial Services (HIG) 0.1 $465k 3.4k 137.80
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $462k 2.1k 219.74
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Exelon Corporation (EXC) 0.1 $461k +137% 11k 43.59
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Ameriprise Financial (AMP) 0.1 $460k +6% 940.00 489.64
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TJX Companies (TJX) 0.1 $459k +17% 3.0k 153.63
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TransDigm Group Incorporated (TDG) 0.1 $455k +3% 342.00 1330.60
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $450k +10% 6.6k 67.64
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Eversource Energy (ES) 0.1 $441k NEW 6.5k 67.33
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Colgate-Palmolive Company (CL) 0.1 $437k +67% 5.5k 79.02
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Leidos Holdings (LDOS) 0.1 $437k -5% 2.4k 180.41
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Doordash Cl A (DASH) 0.1 $436k -22% 1.9k 226.48
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $435k 1.2k 373.44
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Equifax (EFX) 0.1 $433k NEW 2.0k 216.98
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Fortinet (FTNT) 0.1 $431k -18% 5.4k 79.41
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Kilroy Realty Corporation (KRC) 0.1 $428k +43% 12k 37.37
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Cme (CME) 0.1 $424k NEW 1.6k 272.92
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CF Industries Holdings (CF) 0.1 $418k +112% 5.6k 74.53
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Teradyne (TER) 0.1 $416k -7% 2.2k 193.56
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Autodesk (ADSK) 0.1 $416k +42% 1.4k 295.90
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Charles Schwab Corporation (SCHW) 0.1 $410k +2% 4.1k 99.91
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $407k -3% 1.6k 257.95
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Lowe's Companies (LOW) 0.1 $407k +10% 1.7k 241.17
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Illumina (ILMN) 0.1 $405k +6% 3.1k 131.16
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Xylem (XYL) 0.1 $404k +12% 3.0k 136.18
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Boeing Company (BA) 0.1 $402k -10% 1.9k 217.12
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Zoom Communications Cl A (ZM) 0.1 $401k +37% 4.6k 86.29
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Cummins (CMI) 0.1 $395k +6% 773.00 510.35
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $393k +7% 14k 28.97
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $390k -37% 2.8k 141.16
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Ralph Lauren Corp Cl A (RL) 0.1 $390k +43% 1.1k 353.61
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Ishares Tr Core High Dv Etf (HDV) 0.1 $390k 3.2k 121.61
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MetLife (MET) 0.1 $389k 4.9k 78.94
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $386k 1.3k 301.18
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Dell Technologies CL C (DELL) 0.1 $385k -10% 3.1k 125.88
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Ishares Tr Ishares Biotech (IBB) 0.1 $381k NEW 2.3k 168.77
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Danaher Corporation (DHR) 0.1 $378k -12% 1.7k 228.95
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Grayscale Ethereum Mini Tr E Shs New (ETH) 0.1 $375k +50% 13k 28.06
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Crispr Therapeutics Namen Akt (CRSP) 0.1 $375k +2% 7.2k 52.44
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Casey's General Stores (CASY) 0.1 $374k NEW 676.00 552.71
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Tempus Ai Cl A (TEM) 0.1 $374k 6.3k 59.05
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $373k -4% 616.00 605.01
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At&t (T) 0.1 $372k +15% 15k 24.84
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Avery Dennison Corporation (AVY) 0.1 $370k NEW 2.0k 181.88
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Select Sector Spdr Tr State Street Uti (XLU) 0.1 $369k +80% 8.7k 42.69
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Deere & Company (DE) 0.1 $364k +32% 782.00 465.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $364k 592.00 614.31
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Select Sector Spdr Tr State Street Con (XLP) 0.1 $363k -15% 4.7k 77.68
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $361k 1.5k 246.16
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Astrazeneca Sponsored Adr 0.1 $358k +21% 3.9k 91.91
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Roblox Corp Cl A (RBLX) 0.1 $354k -5% 4.4k 81.03
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Twilio Cl A (TWLO) 0.1 $351k +20% 2.5k 142.24
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Lululemon Athletica (LULU) 0.1 $351k NEW 1.7k 207.81
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Travel Leisure Ord (TNL) 0.1 $350k +23% 5.0k 70.53
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O'reilly Automotive (ORLY) 0.1 $350k +43% 3.8k 91.22
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Carnival Corp Unit 99/99/9999 (CCL) 0.1 $349k NEW 11k 30.54
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Cintas Corporation (CTAS) 0.1 $346k NEW 1.8k 188.07
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Jabil Circuit (JBL) 0.1 $344k -5% 1.5k 228.09
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $343k 5.9k 58.13
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $338k -11% 1.3k 268.54
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AmerisourceBergen (COR) 0.1 $337k NEW 998.00 337.77
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Royal Caribbean Cruises (RCL) 0.1 $331k -26% 1.2k 279.13
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Waste Management (WM) 0.1 $329k +63% 1.5k 219.71
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Linde SHS (LIN) 0.1 $328k -17% 769.00 426.39
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Crown Holdings (CCK) 0.1 $328k NEW 3.2k 102.97
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $328k -38% 2.9k 113.90
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $327k 1.6k 209.01
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Dominion Resources (D) 0.1 $327k -6% 5.6k 58.60
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Vanguard World Financials Etf (VFH) 0.1 $323k -6% 2.4k 133.49
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Simon Property (SPG) 0.1 $323k 1.7k 185.15
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Paypal Holdings (PYPL) 0.1 $323k -26% 5.5k 58.38
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Freeport-mcmoran CL B (FCX) 0.1 $323k +15% 6.4k 50.79
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State Street Corporation (STT) 0.1 $320k +12% 2.5k 128.96
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Ishares Tr Expanded Tech (IGV) 0.1 $318k 3.0k 105.69
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Paylocity Holding Corporation (PCTY) 0.1 $318k +18% 2.1k 152.50
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Snap-on Incorporated (SNA) 0.1 $318k NEW 922.00 344.53
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Northern Trust Corporation (NTRS) 0.1 $317k +17% 2.3k 136.59
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American Intl Group Com New (AIG) 0.1 $316k +2% 3.7k 85.51
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AvalonBay Communities (AVB) 0.1 $314k -5% 1.7k 181.31
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Analog Devices (ADI) 0.1 $314k +14% 1.2k 271.31
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Universal Hlth Svcs CL B (UHS) 0.1 $313k NEW 1.4k 218.02
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Spdr Series Trust State Street Spd (SPYV) 0.1 $313k 5.5k 56.81
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Omega Healthcare Investors (OHI) 0.1 $312k NEW 7.0k 44.34
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $312k -4% 4.1k 76.92
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Marvell Technology (MRVL) 0.1 $311k +13% 3.7k 84.98
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Allison Transmission Hldngs I (ALSN) 0.1 $311k NEW 3.2k 97.90
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Genpact SHS (G) 0.1 $308k NEW 6.6k 46.78
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Spotify Technology S A SHS (SPOT) 0.1 $303k -28% 522.00 579.60
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Quest Diagnostics Incorporated (DGX) 0.1 $302k +50% 1.7k 173.48
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AutoNation (AN) 0.1 $301k -17% 1.5k 206.48
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Envista Hldgs Corp (NVST) 0.1 $300k NEW 14k 21.71
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Gartner (IT) 0.1 $298k NEW 1.2k 252.17
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $298k 3.6k 83.60
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Sentinelone Cl A (S) 0.1 $295k -2% 20k 15.00
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Comfort Systems USA (FIX) 0.1 $291k NEW 312.00 933.38
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Deckers Outdoor Corporation (DECK) 0.1 $291k +9% 2.8k 103.67
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Transunion (TRU) 0.1 $291k NEW 3.4k 85.75
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Ishares Tr Core Univrsl Usd (IUSB) 0.1 $288k -4% 6.2k 46.54
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Ishares Ethereum Tr SHS (ETHA) 0.1 $286k -6% 13k 22.43
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Rollins (ROL) 0.1 $286k +8% 4.8k 60.02
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Honeywell International (HON) 0.1 $285k +2% 1.5k 195.11
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Lamar Advertising Cl A (LAMR) 0.1 $282k NEW 2.2k 126.58
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Docusign (DOCU) 0.1 $282k NEW 4.1k 68.40
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Parker-Hannifin Corporation (PH) 0.1 $281k -7% 320.00 879.20
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Celanese Corporation (CE) 0.1 $281k NEW 6.7k 42.27
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $281k -20% 620.00 453.36
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Ishares Tr U.s. Insrnce Etf (IAK) 0.1 $281k 2.1k 136.18
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Johnson Ctls Intl SHS (JCI) 0.1 $281k 2.3k 119.76
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Stryker Corporation (SYK) 0.1 $277k +14% 789.00 351.47
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Verizon Communications (VZ) 0.1 $276k -3% 6.8k 40.74
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Delta Air Lines Inc Del Com New (DAL) 0.1 $276k NEW 4.0k 69.40
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Ishares Tr Us Home Cons Etf (ITB) 0.1 $274k 2.8k 96.28
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $274k -6% 3.0k 92.28
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Toll Brothers (TOL) 0.1 $273k NEW 2.0k 135.22
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Qorvo (QRVO) 0.1 $273k NEW 3.2k 84.51
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Charles River Laboratories (CRL) 0.1 $273k NEW 1.4k 199.48
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Us Bancorp Del Com New (USB) 0.1 $272k NEW 5.1k 53.36
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Hubspot (HUBS) 0.1 $272k NEW 678.00 401.30
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Carrier Global Corporation (CARR) 0.1 $272k -2% 5.1k 52.84
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Select Sector Spdr Tr State Street Com (XLC) 0.1 $272k -2% 2.3k 117.72
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Te Connectivity Ord Shs (TEL) 0.0 $267k +7% 1.2k 227.51
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Fox Corp Cl A Com (FOXA) 0.0 $265k NEW 3.6k 73.05
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EastGroup Properties (EGP) 0.0 $263k NEW 1.5k 178.09
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Lincoln Electric Holdings (LECO) 0.0 $262k +26% 1.1k 239.58
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Cbre Group Cl A (CBRE) 0.0 $262k NEW 1.6k 160.79
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Allstate Corporation (ALL) 0.0 $261k NEW 1.3k 208.04
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Ishares Tr Msci China Etf (MCHI) 0.0 $259k -9% 4.3k 60.07
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Tyson Foods Cl A (TSN) 0.0 $259k NEW 4.4k 58.62
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First Industrial Realty Trust (FR) 0.0 $258k NEW 4.5k 57.27
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $258k 3.5k 73.56
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Boyd Gaming Corporation (BYD) 0.0 $255k +8% 3.0k 85.24
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ICU Medical, Incorporated (ICUI) 0.0 $254k NEW 1.8k 142.67
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Illinois Tool Works (ITW) 0.0 $253k +29% 1.0k 246.30
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Quanta Services (PWR) 0.0 $252k NEW 597.00 422.05
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Truist Financial Corp equities (TFC) 0.0 $252k NEW 5.1k 49.21
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Huntington Ingalls Inds (HII) 0.0 $249k NEW 731.00 340.26
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Paccar (PCAR) 0.0 $248k -8% 2.3k 109.51
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Armstrong World Industries (AWI) 0.0 $247k +6% 1.3k 191.10
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L3harris Technologies (LHX) 0.0 $246k NEW 835.00 294.00
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Lockheed Martin Corporation (LMT) 0.0 $243k -14% 503.00 483.67
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Consolidated Edison (ED) 0.0 $243k NEW 2.4k 99.33
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Gap (GAP) 0.0 $243k NEW 9.5k 25.60
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Centene Corporation (CNC) 0.0 $241k NEW 5.8k 41.15
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National Retail Properties (NNN) 0.0 $239k NEW 6.0k 39.63
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Acuity Brands (AYI) 0.0 $238k NEW 661.00 360.03
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Procore Technologies (PCOR) 0.0 $237k -5% 3.3k 72.74
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $237k NEW 3.0k 78.67
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Ubs Group SHS (UBS) 0.0 $236k NEW 5.1k 46.31
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $235k NEW 851.00 275.65
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Schneider National CL B (SNDR) 0.0 $234k NEW 8.8k 26.53
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Tetra Tech (TTEK) 0.0 $233k -9% 6.9k 33.54
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Macy's (M) 0.0 $233k NEW 11k 22.05
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Paycom Software (PAYC) 0.0 $232k NEW 1.5k 159.36
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Insulet Corporation (PODD) 0.0 $232k NEW 817.00 284.24
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British Amern Tob Sponsored Adr (BTI) 0.0 $231k NEW 4.1k 56.63
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HEICO Corporation (HEI) 0.0 $228k NEW 705.00 323.59
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J.B. Hunt Transport Services (JBHT) 0.0 $228k NEW 1.2k 194.34
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eBay (EBAY) 0.0 $227k -25% 2.6k 87.10
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Ball Corporation (BALL) 0.0 $227k NEW 4.3k 52.97
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Msc Indl Direct Cl A (MSM) 0.0 $224k NEW 2.7k 84.10
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $223k -69% 4.1k 54.77
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Target Corporation (TGT) 0.0 $223k NEW 2.3k 97.76
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Jacobs Engineering Group (J) 0.0 $223k 1.7k 132.44
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Five Below (FIVE) 0.0 $222k NEW 1.2k 188.36
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $222k -2% 4.7k 47.53
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Sea Sponsord Ads (SE) 0.0 $222k +6% 1.7k 127.51
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Spectrum Brands Holding (SPB) 0.0 $222k NEW 3.7k 59.08
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Citizens Financial (CFG) 0.0 $220k NEW 3.8k 58.41
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Dupont De Nemours (DD) 0.0 $218k +89% 5.4k 40.20
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Janus Henderson Group Ord Shs (JHG) 0.0 $217k NEW 4.6k 47.57
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $216k 5.0k 43.25
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Cigna Corp (CI) 0.0 $216k NEW 785.00 274.96
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MGIC Investment (MTG) 0.0 $215k NEW 7.4k 29.22
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Elastic N V Ord Shs (ESTC) 0.0 $215k NEW 2.9k 75.44
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Natera (NTRA) 0.0 $215k NEW 940.00 228.85
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Sap Se Spon Adr (SAP) 0.0 $215k +15% 885.00 242.91
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Dropbox Cl A (DBX) 0.0 $215k NEW 7.7k 27.80
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Marsh & McLennan Companies 0.0 $214k +9% 1.2k 185.52
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W.W. Grainger (GWW) 0.0 $214k NEW 212.00 1009.41
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Williams-Sonoma (WSM) 0.0 $213k NEW 1.2k 178.59
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Valero Energy Corporation (VLO) 0.0 $213k -5% 1.3k 162.73
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Sun Communities (SUI) 0.0 $212k NEW 1.7k 123.87
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Leggett & Platt (LEG) 0.0 $212k NEW 19k 11.00
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Evergy (EVRG) 0.0 $211k NEW 2.9k 72.51
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Entegris (ENTG) 0.0 $211k NEW 2.5k 84.22
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CNA Financial Corporation (CNA) 0.0 $210k NEW 4.4k 47.74
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Kroger (KR) 0.0 $209k NEW 3.3k 62.49
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Donaldson Company (DCI) 0.0 $207k NEW 2.3k 88.67
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DaVita (DVA) 0.0 $205k +14% 1.8k 113.61
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Hershey Company (HSY) 0.0 $205k -23% 1.1k 181.99
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Agilent Technologies Inc C ommon (A) 0.0 $205k NEW 1.5k 136.07
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Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $203k -6% 2.7k 75.91
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Cognex Corporation (CGNX) 0.0 $203k -2% 5.6k 35.98
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GATX Corporation (GATX) 0.0 $203k NEW 1.2k 169.60
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $201k NEW 1.4k 141.05
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $201k NEW 8.4k 24.04
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Dynatrace Com New (DT) 0.0 $201k -10% 4.6k 43.34
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Middleby Corporation (MIDD) 0.0 $200k NEW 1.3k 148.67
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Ford Motor Company (F) 0.0 $192k +2% 15k 13.12
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Novocure Ord Shs (NVCR) 0.0 $153k NEW 12k 12.93
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Banco Santander Sa Adr (SAN) 0.0 $153k +20% 13k 11.73
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Zoominfo Technologies Common Stock (GTM) 0.0 $135k +26% 13k 10.17
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Archer Aviation Com Cl A (ACHR) 0.0 $133k +7% 18k 7.52
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Flowers Foods (FLO) 0.0 $127k NEW 12k 10.88
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Huntsman Corporation (HUN) 0.0 $120k NEW 12k 10.00
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $103k +23% 14k 7.32
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Grab Holdings Class A Ord (GRAB) 0.0 $102k +10% 20k 4.99
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Intellia Therapeutics (NTLA) 0.0 $99k -5% 11k 8.99
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Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $84k +7% 21k 4.09
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Borr Drilling SHS (BORR) 0.0 $53k -3% 13k 4.03
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Evolution Petroleum Corporation (EPM) 0.0 $50k NEW 14k 3.54
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Wipro Spon Adr 1 Sh (WIT) 0.0 $35k +21% 13k 2.84
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Pacific Biosciences of California (PACB) 0.0 $31k -5% 17k 1.87
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Nano X Imaging Ord Shs (NNOX) 0.0 $28k NEW 10k 2.80
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Past Filings by Interchange Capital Partners

SEC 13F filings are viewable for Interchange Capital Partners going back to 2020

View all past filings