Summit Investment Advisors

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

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Positions held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ameritas Investment Partners

Ameritas Investment Partners holds 3129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Ameritas Investment Partners has 3129 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 3.9 $128M -4% 688k 186.50
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Apple (AAPL) 3.5 $115M -4% 422k 271.86
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Microsoft Corporation (MSFT) 3.1 $103M -3% 212k 483.62
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Amazon (AMZN) 2.1 $70M -3% 301k 230.82
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Alphabet Inc Class C cs (GOOG) 1.8 $61M -6% 193k 313.80
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Ishares Tr Etf (IVV) 1.6 $53M 77k 684.94
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Broadcom (AVGO) 1.6 $51M -25% 149k 346.10
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Spdr Series Trust Etf (ONEV) 1.5 $48M +3% 359k 133.19
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Alphabet Inc Class A cs (GOOGL) 1.3 $42M -2% 133k 313.00
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Facebook Inc cl a (META) 1.2 $41M +14% 62k 660.09
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Vanguard Europe Pacific ETF (VEA) 1.2 $40M -2% 646k 62.47
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Vanguard S&p 500 Etf idx (VOO) 1.2 $39M 62k 627.13
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Tesla Motors (TSLA) 1.2 $39M +9% 87k 449.72
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iShares Lehman Aggregate Bond (AGG) 1.1 $35M 355k 99.88
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iShares S&P 500 Growth Index (IVW) 0.8 $25M -5% 203k 123.26
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Netflix (NFLX) 0.7 $24M +930% 260k 93.76
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Vanguard Total Bond Market ETF (BND) 0.7 $22M 299k 74.07
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Invesco Qqq Trust Series 1 (QQQ) 0.7 $22M -40% 36k 614.31
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Costco Wholesale Corporation (COST) 0.7 $22M +4% 25k 862.34
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Vanguard Scottsdale Fds Etf (VCIT) 0.6 $21M +7% 252k 83.75
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Advanced Micro Devices (AMD) 0.6 $21M 97k 214.16
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iShares S&P 500 Value Index (IVE) 0.6 $20M -5% 95k 212.07
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Cisco Systems (CSCO) 0.6 $19M +3% 249k 77.03
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Eli Lilly & Co. (LLY) 0.6 $19M -6% 18k 1074.68
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Capital Group Core Equity Et Etf (CGUS) 0.6 $19M +5% 459k 40.23
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Palantir Technologies (PLTR) 0.6 $18M +6% 103k 177.75
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Principal Exchange Traded Etf (YLD) 0.5 $17M +6% 881k 19.00
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Wisdomtree Tr Etf (WTV) 0.5 $16M +4% 168k 93.30
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Micron Technology (MU) 0.4 $15M +6% 51k 285.41
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Berkshire Hathaway (BRK.B) 0.4 $14M -2% 28k 502.65
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iShares Russell 2000 Index (IWM) 0.4 $14M -3% 55k 246.16
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Vanguard REIT ETF (VNQ) 0.4 $14M 152k 88.49
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Pepsi (PEP) 0.4 $13M +2% 92k 143.52
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Intuitive Surgical (ISRG) 0.4 $13M 23k 566.36
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Spdr S&p 500 Etf (SPY) 0.4 $13M 19k 681.92
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iShares S&P MidCap 400 Index (IJH) 0.4 $13M -6% 194k 66.00
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Qualcomm (QCOM) 0.4 $12M 72k 171.05
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Ishares Tr Etf (HEFA) 0.4 $12M +3% 298k 41.36
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Vanguard Emerging Markets ETF (VWO) 0.4 $12M +5% 227k 53.76
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First Tr Exch Traded Fd Iii Etf (FPE) 0.4 $12M +6% 666k 18.22
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SPDR S&P MidCap 400 ETF (MDY) 0.4 $12M -13% 20k 603.28
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Vanguard Bd Index Fds Etf (BIV) 0.3 $11M +4% 146k 77.88
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Janus Detroit Str Tr Etf (JAAA) 0.3 $11M +7% 223k 50.58
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Abbvie (ABBV) 0.3 $11M -3% 49k 228.49
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Visa (V) 0.3 $11M -6% 31k 350.71
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Exxon Mobil Corporation (XOM) 0.3 $11M -6% 89k 120.34
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Linde (LIN) 0.3 $9.9M +6% 23k 426.39
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First Tr Exchange-traded Etf (LMBS) 0.3 $9.9M +5% 198k 49.99
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Lam Research (LRCX) 0.3 $9.7M +5% 57k 171.18
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JPMorgan Chase & Co. (JPM) 0.3 $9.4M -3% 29k 322.22
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Applied Materials (AMAT) 0.3 $9.3M +6% 36k 256.99
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Applovin Corp Class A (APP) 0.3 $9.1M +6% 14k 673.82
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Metropcs Communications (TMUS) 0.3 $9.1M +6% 45k 203.04
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Adobe Systems Incorporated (ADBE) 0.3 $8.6M 25k 349.99
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Spdr Series Trust Etf (IBND) 0.3 $8.6M +5% 267k 32.11
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International Business Machines (IBM) 0.3 $8.4M -5% 29k 296.21
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Intuit (INTU) 0.3 $8.3M +5% 13k 662.42
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Amgen (AMGN) 0.3 $8.3M +6% 25k 327.31
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Procter & Gamble Company (PG) 0.2 $8.2M +5% 57k 143.31
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Honeywell International (HON) 0.2 $8.0M 41k 195.09
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Intel Corporation (INTC) 0.2 $7.9M +14% 214k 36.90
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Invesco Exchange Traded Fd T Etf (GRPM) 0.2 $7.9M +5% 66k 120.01
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Booking Holdings (BKNG) 0.2 $7.8M +5% 1.5k 5355.33
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Morgan Stanley (MS) 0.2 $7.7M -7% 44k 177.53
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Ishares Tr Etf (IGE) 0.2 $7.7M 153k 50.20
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Chevron Corporation (CVX) 0.2 $7.7M -7% 50k 152.41
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Analog Devices (ADI) 0.2 $7.6M +4% 28k 271.20
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Coherent Corp (COHR) 0.2 $7.3M -5% 39k 184.57
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Nextera Energy (NEE) 0.2 $7.2M -4% 90k 80.28
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Texas Instruments Incorporated (TXN) 0.2 $7.2M +6% 42k 173.49
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KLA-Tencor Corporation (KLAC) 0.2 $7.2M +5% 5.9k 1215.08
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Home Depot (HD) 0.2 $7.2M -6% 21k 344.10
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Shopify Inc cl a (SHOP) 0.2 $7.1M +8% 44k 160.97
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Lumentum Hldgs (LITE) 0.2 $7.1M -20% 19k 368.59
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Vanguard Scottsdale Fds Etf (VCSH) 0.2 $7.0M +7% 88k 79.73
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Marriott International (MAR) 0.2 $7.0M -2% 23k 310.24
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $6.9M +2% 15k 453.36
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Gilead Sciences (GILD) 0.2 $6.9M +6% 56k 122.74
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Merck & Co (MRK) 0.2 $6.8M -6% 65k 105.26
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Casey's General Stores (CASY) 0.2 $6.5M -10% 12k 552.71
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Bank of America Corporation (BAC) 0.2 $6.5M -5% 118k 55.00
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S&p Global (SPGI) 0.2 $6.3M -5% 12k 522.59
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Wells Fargo & Company (WFC) 0.2 $6.3M -7% 68k 93.20
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Global X Fds Etf (PAVE) 0.2 $6.2M 131k 47.79
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Citigroup (C) 0.2 $6.2M -5% 54k 116.69
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Ea Series Trust Etf (FRDM) 0.2 $6.1M +8% 120k 51.27
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Parker-Hannifin Corporation (PH) 0.2 $6.1M -7% 6.9k 878.96
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Ciena Corporation (CIEN) 0.2 $6.0M -2% 26k 233.87
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Automatic Data Processing (ADP) 0.2 $5.9M +4% 23k 257.23
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Fortinet (FTNT) 0.2 $5.9M +4% 74k 79.41
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Take-Two Interactive Software (TTWO) 0.2 $5.9M +109% 23k 256.03
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Palo Alto Networks (PANW) 0.2 $5.9M +10% 32k 184.20
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Wal-Mart Stores (WMT) 0.2 $5.6M +5% 51k 111.41
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AFLAC Incorporated (AFL) 0.2 $5.6M -4% 51k 110.27
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Flextronics International Ltd Com Stk (FLEX) 0.2 $5.6M +30% 92k 60.42
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Abbott Laboratories (ABT) 0.2 $5.5M 44k 125.29
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Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $5.3M +6% 11k 468.76
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TJX Companies (TJX) 0.2 $5.2M 34k 153.61
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Servicenow (NOW) 0.2 $5.2M +497% 34k 153.19
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Lincoln Electric Holdings (LECO) 0.2 $5.2M -3% 22k 239.64
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Ishares Tr Etf (IJR) 0.2 $5.2M +2% 43k 120.18
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Johnson & Johnson (JNJ) 0.2 $5.2M 25k 206.95
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Tenet Healthcare Corporation (THC) 0.2 $5.1M -9% 26k 198.72
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Carlisle Companies (CSL) 0.2 $5.1M -3% 16k 319.86
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Caterpillar (CAT) 0.2 $5.1M -14% 8.9k 572.87
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UnitedHealth (UNH) 0.2 $5.1M -7% 15k 330.11
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Cardinal Health (CAH) 0.2 $5.0M -6% 24k 205.50
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Woodward Governor Company (WWD) 0.2 $5.0M -4% 17k 302.32
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Constellation Energy (CEG) 0.2 $5.0M +6% 14k 353.27
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Comcast Corporation (CMCSA) 0.1 $4.9M +4% 164k 29.89
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Verizon Communications (VZ) 0.1 $4.8M 119k 40.73
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CSX Corporation (CSX) 0.1 $4.7M +4% 130k 36.25
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Old Republic International Corporation (ORI) 0.1 $4.6M -9% 102k 45.64
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Jones Lang LaSalle Incorporated (JLL) 0.1 $4.6M -15% 14k 336.47
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Guidewire Software (GWRE) 0.1 $4.6M -3% 23k 201.01
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Berkshire Hathaway (BRK.A) 0.1 $4.5M 6.00 754800.00
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Abrdn Etfs Etf (BCD) 0.1 $4.5M +12% 146k 30.96
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General Dynamics Corporation (GD) 0.1 $4.5M -7% 13k 336.66
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Cintas Corporation (CTAS) 0.1 $4.5M +4% 24k 188.07
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RPM International (RPM) 0.1 $4.5M -2% 43k 104.00
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Echostar Corporation (SATS) 0.1 $4.5M +11% 41k 108.70
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Fabrinet (FN) 0.1 $4.5M -2% 9.8k 455.28
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Donaldson Company (DCI) 0.1 $4.4M -3% 50k 88.66
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MasterCard Incorporated (MA) 0.1 $4.4M -2% 7.7k 570.88
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Paypal Holdings (PYPL) 0.1 $4.4M -4% 75k 58.38
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Reliance Steel & Aluminum (RS) 0.1 $4.4M -4% 15k 288.87
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Starbucks Corporation (SBUX) 0.1 $4.3M +6% 52k 84.21
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Reinsurance Group of America (RGA) 0.1 $4.3M -5% 21k 203.46
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Itt (ITT) 0.1 $4.3M 25k 173.51
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Ishares Tr Etf (MUB) 0.1 $4.2M 39k 107.11
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Stifel Financial (SF) 0.1 $4.1M -10% 33k 125.22
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Curtiss-Wright (CW) 0.1 $4.1M -3% 7.5k 551.27
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Doordash (DASH) 0.1 $4.1M +7% 18k 226.48
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Union Pacific Corporation (UNP) 0.1 $4.1M -7% 18k 231.32
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Emerson Electric (EMR) 0.1 $4.0M -3% 31k 132.72
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PNC Financial Services (PNC) 0.1 $4.0M -6% 19k 208.73
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Xcel Energy (XEL) 0.1 $4.0M +2% 54k 73.86
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Synopsys (SNPS) 0.1 $4.0M +6% 8.5k 469.72
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Eaton (ETN) 0.1 $4.0M -6% 13k 318.51
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Twilio Inc cl a (TWLO) 0.1 $4.0M -3% 28k 142.24
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Danaher Corporation (DHR) 0.1 $4.0M -7% 17k 228.92
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Clean Harbors (CLH) 0.1 $3.9M -5% 17k 234.48
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United Therapeutics Corporation (UTHR) 0.1 $3.8M -6% 7.9k 487.25
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Cadence Design Systems (CDNS) 0.1 $3.8M +6% 12k 312.58
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AECOM Technology Corporation (ACM) 0.1 $3.8M -4% 40k 95.33
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CACI International (CACI) 0.1 $3.8M -7% 7.2k 532.81
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Pure Storage Inc - Class A (PSTG) 0.1 $3.8M 57k 67.01
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McCormick & Company, Incorporated (MKC) 0.1 $3.8M 56k 68.11
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Blackrock (BLK) 0.1 $3.8M -6% 3.6k 1070.34
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M/a (MTSI) 0.1 $3.7M -13% 22k 171.28
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Okta Inc cl a (OKTA) 0.1 $3.7M +37% 43k 86.47
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MercadoLibre (MELI) 0.1 $3.7M +8% 1.8k 2014.26
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Quanta Services (PWR) 0.1 $3.7M -8% 8.7k 422.06
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Illumina (ILMN) 0.1 $3.7M -2% 28k 131.16
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General Electric (GE) 0.1 $3.7M 12k 308.03
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Coca-Cola Company (KO) 0.1 $3.7M 52k 69.91
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Dynatrace (DT) 0.1 $3.6M -4% 84k 43.34
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Regeneron Pharmaceuticals (REGN) 0.1 $3.6M +5% 4.6k 771.87
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Cullen/Frost Bankers (CFR) 0.1 $3.6M -3% 28k 126.63
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Uber Technologies (UBER) 0.1 $3.5M +125% 43k 81.71
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Dt Midstream (DTM) 0.1 $3.5M -7% 30k 119.68
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ConocoPhillips (COP) 0.1 $3.5M -7% 38k 93.61
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Rb Global (RBA) 0.1 $3.5M -2% 34k 102.87
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O'reilly Automotive (ORLY) 0.1 $3.5M +5% 38k 91.21
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Pinterest Inc Cl A (PINS) 0.1 $3.5M NEW 134k 25.89
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Lamar Advertising Co-a (LAMR) 0.1 $3.5M -4% 27k 126.58
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First Horizon National Corporation (FHN) 0.1 $3.5M -6% 145k 23.90
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Unum (UNM) 0.1 $3.5M -5% 45k 77.50
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Texas Roadhouse (TXRH) 0.1 $3.4M -4% 21k 166.00
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Southern Company (SO) 0.1 $3.4M 40k 87.20
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Keysight Technologies (KEYS) 0.1 $3.4M -7% 17k 203.19
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Tempur-Pedic International (SGI) 0.1 $3.4M -2% 39k 89.28
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WESCO International (WCC) 0.1 $3.4M -6% 14k 244.64
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Bank Ozk (OZK) 0.1 $3.4M 74k 46.02
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Nextracker (NXT) 0.1 $3.4M -2% 39k 87.11
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Alcoa (AA) 0.1 $3.4M -3% 64k 53.14
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Mueller Industries (MLI) 0.1 $3.4M -7% 30k 114.80
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Kratos Defense & Security Solutions (KTOS) 0.1 $3.4M -2% 45k 75.91
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Asml Holding (ASML) 0.1 $3.4M +12% 3.2k 1069.86
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Vanguard Index Fds Etf (VB) 0.1 $3.4M +2% 13k 257.95
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Monster Beverage Corp (MNST) 0.1 $3.4M +6% 44k 76.67
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National Fuel Gas (NFG) 0.1 $3.4M -4% 42k 80.06
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Hecla Mining Company (HL) 0.1 $3.4M +249% 175k 19.19
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Webster Financial Corporation (WBS) 0.1 $3.3M -6% 53k 62.94
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Lowe's Companies (LOW) 0.1 $3.3M 14k 241.16
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Brown-Forman Corporation (BF.B) 0.1 $3.3M +67% 127k 26.06
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Technipfmc (FTI) 0.1 $3.3M -3% 74k 44.56
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Royal Gold (RGLD) 0.1 $3.3M +20% 15k 222.29
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FedEx Corporation (FDX) 0.1 $3.3M -14% 11k 288.86
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Burlington Stores (BURL) 0.1 $3.3M -2% 11k 288.85
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Sherwin-Williams Company (SHW) 0.1 $3.3M -5% 10k 324.03
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McDonald's Corporation (MCD) 0.1 $3.3M 11k 305.63
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3M Company (MMM) 0.1 $3.2M -7% 20k 160.10
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Warner Bros. Discovery (WBD) 0.1 $3.2M +6% 112k 28.82
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Stryker Corporation (SYK) 0.1 $3.2M -5% 9.1k 351.47
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Mondelez Int (MDLZ) 0.1 $3.2M +5% 59k 53.83
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Oracle Corporation (ORCL) 0.1 $3.2M 16k 194.91
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Talen Energy Corp (TLN) 0.1 $3.1M -2% 8.4k 374.84
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Manhattan Associates (MANH) 0.1 $3.1M +4% 18k 173.31
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Nvent Electric Plc Voting equities (NVT) 0.1 $3.1M 31k 101.97
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W.R. Berkley Corporation (WRB) 0.1 $3.1M -4% 44k 70.12
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Capital Group Dividend Value Etf (CGDV) 0.1 $3.1M +4% 71k 43.64
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Ryder System (R) 0.1 $3.1M +110% 16k 191.39
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Us Foods Hldg Corp call (USFD) 0.1 $3.1M -3% 41k 75.32
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Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $3.1M -3% 11k 281.16
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Transunion (TRU) 0.1 $3.1M -2% 36k 85.75
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Northrop Grumman Corporation (NOC) 0.1 $3.0M -6% 5.3k 570.21
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National Retail Properties (NNN) 0.1 $3.0M -3% 76k 39.63
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Bristol Myers Squibb (BMY) 0.1 $3.0M -8% 55k 53.94
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Boeing Company (BA) 0.1 $3.0M -14% 14k 217.12
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Lancaster Colony (MZTI) 0.1 $2.9M 18k 164.42
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Viking Holdings (VIK) 0.1 $2.9M NEW 41k 71.41
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Xpo Logistics Inc equity (XPO) 0.1 $2.9M -2% 22k 135.91
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Spdr Series Trust Etf (SDY) 0.1 $2.9M 21k 139.16
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Churchill Downs (CHDN) 0.1 $2.9M -13% 26k 113.78
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Bwx Technologies (BWXT) 0.1 $2.9M -2% 17k 172.84
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Allegheny Technologies Incorporated (ATI) 0.1 $2.9M -3% 25k 114.76
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Jefferies Finl Group (JEF) 0.1 $2.9M -4% 46k 61.97
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Tyler Technologies (TYL) 0.1 $2.9M +7% 6.3k 453.95
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Carpenter Technology Corporation (CRS) 0.1 $2.9M -2% 9.1k 314.84
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East West Ban (EWBC) 0.1 $2.8M -2% 25k 112.39
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Autodesk (ADSK) 0.1 $2.8M +5% 9.6k 296.01
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Exelixis (EXEL) 0.1 $2.8M -4% 65k 43.83
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Carlyle Group (CG) 0.1 $2.8M -2% 48k 59.11
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Annaly Capital Management (NLY) 0.1 $2.8M +4% 125k 22.36
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United Rentals (URI) 0.1 $2.8M -6% 3.5k 809.32
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Realty Income (O) 0.1 $2.8M -2% 50k 56.37
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American Electric Power Company (AEP) 0.1 $2.8M +6% 24k 115.31
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Comerica Incorporated 0.1 $2.8M -13% 32k 86.93
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Chubb (CB) 0.1 $2.8M 8.9k 312.12
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Nucor Corporation (NUE) 0.1 $2.8M -4% 17k 163.11
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Lockheed Martin Corporation (LMT) 0.1 $2.8M 5.7k 483.67
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Phillips 66 (PSX) 0.1 $2.8M -7% 21k 129.04
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Globus Med Inc cl a (GMED) 0.1 $2.7M -5% 32k 87.31
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Houlihan Lokey Inc cl a (HLI) 0.1 $2.7M -4% 16k 174.19
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Pinduoduo (PDD) 0.1 $2.7M +8% 24k 113.39
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Roper Industries (ROP) 0.1 $2.7M +4% 6.1k 445.13
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Encana Corporation (OVV) 0.1 $2.7M -5% 69k 39.19
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Best Buy (BBY) 0.1 $2.7M -4% 41k 66.93
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Healthequity (HQY) 0.1 $2.7M -3% 29k 91.61
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Western Digital (WDC) 0.1 $2.7M +381% 16k 172.27
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Seagate Technology (STX) 0.1 $2.7M +398% 9.7k 275.39
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Marvell Technology (MRVL) 0.1 $2.6M +8% 31k 84.98
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Ensign (ENSG) 0.1 $2.6M 15k 174.20
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Ross Stores (ROST) 0.1 $2.6M +5% 15k 180.14
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Rambus (RMBS) 0.1 $2.6M -2% 29k 91.89
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Black Hills Corporation (BKH) 0.1 $2.6M -5% 38k 69.42
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Colgate-Palmolive Company (CL) 0.1 $2.6M 33k 79.02
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Spx Corp (SPXC) 0.1 $2.6M +221% 13k 200.06
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Essential Utils (WTRG) 0.1 $2.6M -3% 68k 38.36
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Past Filings by Ameritas Investment Partners

SEC 13F filings are viewable for Ameritas Investment Partners going back to 2011

View all past filings