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 3143 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Ameritas Investment Partners has 3143 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) 4.1 $134M -2% 719k 186.58
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Microsoft Corporation (MSFT) 3.5 $114M 221k 517.95
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Apple (AAPL) 3.4 $112M 441k 254.63
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Amazon (AMZN) 2.1 $69M 314k 219.57
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Broadcom (AVGO) 2.0 $66M -2% 200k 329.91
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Ishares Tr Etf (IVV) 1.6 $52M -31% 78k 669.30
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Alphabet Inc Class C cs (GOOG) 1.5 $50M -3% 206k 243.55
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Spdr Series Trust Etf (ONEV) 1.4 $46M +6% 345k 133.11
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Vanguard Europe Pacific ETF (VEA) 1.2 $40M 663k 59.92
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Facebook Inc cl a (META) 1.2 $40M 54k 734.38
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Vanguard S&p 500 Etf idx (VOO) 1.2 $39M -3% 63k 612.38
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Invesco Qqq Trust Series 1 (QQQ) 1.1 $36M +10% 61k 600.37
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iShares Lehman Aggregate Bond (AGG) 1.1 $36M +3% 359k 100.25
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Tesla Motors (TSLA) 1.1 $35M 79k 444.72
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Alphabet Inc Class A cs (GOOGL) 1.0 $33M 137k 243.10
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Netflix (NFLX) 0.9 $30M 25k 1198.92
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iShares S&P 500 Growth Index (IVW) 0.8 $26M -4% 214k 120.72
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Vanguard Total Bond Market ETF (BND) 0.7 $22M 300k 74.37
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Costco Wholesale Corporation (COST) 0.7 $22M 24k 925.63
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iShares S&P 500 Value Index (IVE) 0.6 $21M 100k 206.51
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Vanguard Scottsdale Fds Etf (VCIT) 0.6 $20M +7% 235k 84.11
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Palantir Technologies (PLTR) 0.5 $18M +2% 97k 182.42
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Capital Group Core Equity Et Etf (CGUS) 0.5 $17M NEW 433k 39.54
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Cisco Systems (CSCO) 0.5 $16M 239k 68.42
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Principal Exchange Traded Etf (YLD) 0.5 $16M +6% 826k 19.45
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Advanced Micro Devices (AMD) 0.5 $15M 95k 161.79
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Wisdomtree Tr Etf (WTV) 0.4 $15M +34% 160k 91.01
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Eli Lilly & Co. (LLY) 0.4 $15M -3% 19k 763.00
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Berkshire Hathaway (BRK.B) 0.4 $15M -3% 29k 502.74
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iShares Russell 2000 Index (IWM) 0.4 $14M -34% 57k 241.96
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Vanguard REIT ETF (VNQ) 0.4 $14M +5% 150k 91.42
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SPDR S&P MidCap 400 ETF (MDY) 0.4 $14M +14% 23k 596.03
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iShares S&P MidCap 400 Index (IJH) 0.4 $14M +2% 208k 65.26
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Spdr S&p 500 Etf (SPY) 0.4 $13M -32% 19k 666.18
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Pepsi (PEP) 0.4 $13M 90k 140.44
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Qualcomm (QCOM) 0.4 $12M 72k 166.36
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Abbvie (ABBV) 0.4 $12M -3% 51k 231.54
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Vanguard Emerging Markets ETF (VWO) 0.4 $12M 215k 54.18
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First Tr Exch Traded Fd Iii Etf (FPE) 0.4 $12M +7% 629k 18.24
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Visa (V) 0.4 $12M 34k 341.38
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Ishares Tr Etf (HEFA) 0.3 $11M +6% 287k 39.61
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Vanguard Bd Index Fds Etf (BIV) 0.3 $11M +4% 140k 78.09
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Exxon Mobil Corporation (XOM) 0.3 $11M -2% 96k 112.75
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Janus Detroit Str Tr Etf (JAAA) 0.3 $11M +8% 208k 50.78
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Linde (LIN) 0.3 $10M 22k 475.00
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Intuitive Surgical (ISRG) 0.3 $10M 23k 447.23
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Metropcs Communications (TMUS) 0.3 $10M 42k 239.38
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JPMorgan Chase & Co. (JPM) 0.3 $9.4M +2% 30k 315.43
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First Tr Exchange-traded Etf (LMBS) 0.3 $9.3M +8% 187k 49.79
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Applovin Corp Class A (APP) 0.3 $9.1M +26% 13k 718.54
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Home Depot (HD) 0.3 $9.0M -8% 22k 405.19
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International Business Machines (IBM) 0.3 $8.5M -4% 30k 282.16
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Adobe Systems Incorporated (ADBE) 0.3 $8.5M 24k 352.75
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Honeywell International (HON) 0.3 $8.5M -2% 40k 210.50
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Chevron Corporation (CVX) 0.3 $8.4M +3% 54k 155.29
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Procter & Gamble Company (PG) 0.3 $8.3M 54k 153.65
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Spdr Series Trust Etf (IBND) 0.2 $8.1M +7% 252k 32.29
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Intuit (INTU) 0.2 $8.1M 12k 682.91
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Micron Technology (MU) 0.2 $8.0M 48k 167.32
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Morgan Stanley (MS) 0.2 $7.5M -4% 47k 158.96
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Invesco Exchange Traded Fd T Etf (GRPM) 0.2 $7.5M +32% 62k 120.62
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Casey's General Stores (CASY) 0.2 $7.5M -10% 13k 565.32
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Booking Holdings (BKNG) 0.2 $7.5M 1.4k 5399.27
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Ishares Tr Etf (IGE) 0.2 $7.4M +4% 150k 49.05
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Lam Research (LRCX) 0.2 $7.2M 54k 133.90
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Texas Instruments Incorporated (TXN) 0.2 $7.2M 39k 183.73
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Nextera Energy (NEE) 0.2 $7.1M -2% 94k 75.49
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Applied Materials (AMAT) 0.2 $7.0M 34k 204.74
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Amgen (AMGN) 0.2 $6.7M 24k 282.20
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Analog Devices (ADI) 0.2 $6.6M -4% 27k 245.70
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Vanguard Scottsdale Fds Etf (VCSH) 0.2 $6.5M +5% 82k 79.93
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Automatic Data Processing (ADP) 0.2 $6.5M 22k 293.50
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Bank of America Corporation (BAC) 0.2 $6.5M -2% 125k 51.59
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Intel Corporation (INTC) 0.2 $6.3M 187k 33.55
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S&p Global (SPGI) 0.2 $6.2M -3% 13k 486.71
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Global X Fds Etf (PAVE) 0.2 $6.1M +6% 128k 47.63
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Wells Fargo & Company (WFC) 0.2 $6.1M -5% 73k 83.82
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Shopify Inc cl a (SHOP) 0.2 $6.0M 41k 148.61
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KLA-Tencor Corporation (KLAC) 0.2 $6.0M 5.6k 1078.60
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Marriott International (MAR) 0.2 $6.0M +3% 23k 260.44
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Fortinet (FTNT) 0.2 $6.0M +3% 71k 84.08
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AFLAC Incorporated (AFL) 0.2 $5.9M 53k 111.70
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Abbott Laboratories (ABT) 0.2 $5.9M -3% 44k 133.94
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Gilead Sciences (GILD) 0.2 $5.9M 53k 111.00
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Palo Alto Networks (PANW) 0.2 $5.9M 29k 203.62
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Merck & Co (MRK) 0.2 $5.8M -4% 69k 83.93
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $5.8M 15k 391.64
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Tenet Healthcare Corporation (THC) 0.2 $5.8M -8% 29k 203.04
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UnitedHealth (UNH) 0.2 $5.7M -3% 17k 345.30
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Citigroup (C) 0.2 $5.7M -5% 56k 101.50
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Parker-Hannifin Corporation (PH) 0.2 $5.6M -4% 7.4k 758.15
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Electronic Arts (EA) 0.2 $5.6M -2% 28k 201.70
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AECOM Technology Corporation (ACM) 0.2 $5.5M -7% 42k 130.47
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Carlisle Companies (CSL) 0.2 $5.5M 17k 328.96
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Comfort Systems USA (FIX) 0.2 $5.4M -3% 6.6k 825.18
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Guidewire Software (GWRE) 0.2 $5.4M +9% 24k 229.86
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Lincoln Electric Holdings (LECO) 0.2 $5.3M -11% 23k 235.83
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Servicenow (NOW) 0.2 $5.3M 5.7k 920.28
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Paypal Holdings (PYPL) 0.2 $5.3M -3% 78k 67.06
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Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $5.2M 11k 490.38
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RPM International (RPM) 0.2 $5.2M -2% 44k 117.88
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Verizon Communications (VZ) 0.2 $5.1M +15% 117k 43.95
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Ishares Tr Etf (IJR) 0.2 $5.0M 42k 118.83
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Eaton (ETN) 0.2 $5.0M -4% 13k 374.25
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TJX Companies (TJX) 0.2 $4.9M -3% 34k 144.54
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General Dynamics Corporation (GD) 0.2 $4.9M -3% 15k 341.00
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Wal-Mart Stores (WMT) 0.2 $4.9M 48k 103.06
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Caterpillar (CAT) 0.2 $4.9M -8% 10k 477.15
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Comcast Corporation (CMCSA) 0.2 $4.9M 157k 31.42
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Ea Series Trust Etf (FRDM) 0.1 $4.9M +16% 111k 44.31
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Pure Storage Inc - Class A (PSTG) 0.1 $4.9M -3% 58k 83.81
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Jones Lang LaSalle Incorporated (JLL) 0.1 $4.8M -5% 16k 298.28
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Old Republic International Corporation (ORI) 0.1 $4.8M 112k 42.47
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Johnson & Johnson (JNJ) 0.1 $4.7M -2% 25k 185.42
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Cintas Corporation (CTAS) 0.1 $4.7M -3% 23k 205.26
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Doordash (DASH) 0.1 $4.6M +3% 17k 271.99
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Oracle Corporation (ORCL) 0.1 $4.6M -4% 16k 281.24
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Berkshire Hathaway (BRK.A) 0.1 $4.5M 6.00 754200.00
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Union Pacific Corporation (UNP) 0.1 $4.5M -4% 19k 236.37
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Coherent Corp (COHR) 0.1 $4.5M +38% 42k 107.72
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Itt (ITT) 0.1 $4.5M -16% 25k 178.76
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Abrdn Etfs Etf (BCD) 0.1 $4.5M +10% 130k 34.36
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MasterCard Incorporated (MA) 0.1 $4.5M 7.8k 568.81
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Reliance Steel & Aluminum (RS) 0.1 $4.4M -5% 16k 280.83
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Blackrock (BLK) 0.1 $4.4M -4% 3.8k 1165.87
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CSX Corporation (CSX) 0.1 $4.4M 125k 35.51
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Constellation Energy (CEG) 0.1 $4.4M 13k 329.07
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Woodward Governor Company (WWD) 0.1 $4.4M -4% 17k 252.71
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Xcel Energy (XEL) 0.1 $4.3M 53k 80.65
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Reinsurance Group of America (RGA) 0.1 $4.3M -5% 22k 192.13
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Dynatrace (DT) 0.1 $4.3M +2% 88k 48.45
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Curtiss-Wright (CW) 0.1 $4.2M -3% 7.8k 542.94
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Donaldson Company (DCI) 0.1 $4.2M -4% 51k 81.85
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Stifel Financial (SF) 0.1 $4.2M -6% 37k 113.47
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Kratos Defense & Security Solutions (KTOS) 0.1 $4.2M +173% 46k 91.37
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PNC Financial Services (PNC) 0.1 $4.2M -4% 21k 200.93
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Emerson Electric (EMR) 0.1 $4.1M -9% 32k 131.18
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Ishares Tr Etf (MUB) 0.1 $4.1M 39k 106.49
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Starbucks Corporation (SBUX) 0.1 $4.1M 49k 84.60
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Cardinal Health (CAH) 0.1 $4.1M -9% 26k 156.96
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Clean Harbors (CLH) 0.1 $4.1M -5% 18k 232.22
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Flextronics International Ltd Com Stk (FLEX) 0.1 $4.1M -5% 70k 57.97
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National Fuel Gas (NFG) 0.1 $4.1M -12% 44k 92.37
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Cadence Design Systems (CDNS) 0.1 $4.1M 12k 351.26
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MercadoLibre (MELI) 0.1 $4.0M 1.7k 2336.94
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Quanta Services (PWR) 0.1 $3.9M -4% 9.5k 414.42
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Synopsys (SNPS) 0.1 $3.9M +19% 8.0k 493.39
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Lumentum Hldgs (LITE) 0.1 $3.9M -20% 24k 162.71
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O'reilly Automotive (ORLY) 0.1 $3.9M 36k 107.81
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CACI International (CACI) 0.1 $3.9M -5% 7.8k 498.78
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ConocoPhillips (COP) 0.1 $3.9M -5% 41k 94.59
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Ciena Corporation (CIEN) 0.1 $3.9M -3% 27k 145.67
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Bank Ozk (OZK) 0.1 $3.8M -7% 75k 50.98
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Rb Global (RBA) 0.1 $3.8M -3% 35k 108.36
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McCormick & Company, Incorporated (MKC) 0.1 $3.8M +15% 56k 66.91
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Nutanix Inc cl a (NTNX) 0.1 $3.7M NEW 50k 74.39
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Southern Company (SO) 0.1 $3.7M 39k 94.77
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Cullen/Frost Bankers (CFR) 0.1 $3.7M 29k 126.77
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Sherwin-Williams Company (SHW) 0.1 $3.7M +6% 11k 346.26
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Danaher Corporation (DHR) 0.1 $3.7M -4% 19k 198.26
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Unum (UNM) 0.1 $3.7M -6% 47k 77.78
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Fabrinet (FN) 0.1 $3.6M -8% 10k 364.62
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General Electric (GE) 0.1 $3.6M -2% 12k 300.82
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Talen Energy Corp (TLN) 0.1 $3.6M NEW 8.6k 425.38
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Texas Roadhouse (TXRH) 0.1 $3.6M -5% 22k 166.15
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Dt Midstream (DTM) 0.1 $3.6M -5% 32k 113.06
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.1 $3.6M -8% 32k 111.47
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Stryker Corporation (SYK) 0.1 $3.6M -4% 9.7k 369.67
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United Therapeutics Corporation (UTHR) 0.1 $3.6M -3% 8.5k 419.21
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W.R. Berkley Corporation (WRB) 0.1 $3.5M -3% 46k 76.62
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United Rentals (URI) 0.1 $3.5M -7% 3.7k 954.66
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Lamar Advertising Co-a (LAMR) 0.1 $3.5M -6% 29k 122.42
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Manhattan Associates (MANH) 0.1 $3.5M -5% 17k 204.98
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Lowe's Companies (LOW) 0.1 $3.5M +3% 14k 251.31
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First Horizon National Corporation (FHN) 0.1 $3.5M -5% 154k 22.61
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Mondelez Int (MDLZ) 0.1 $3.5M 56k 62.47
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Coca-Cola Company (KO) 0.1 $3.5M +3% 53k 66.32
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Northrop Grumman Corporation (NOC) 0.1 $3.5M -18% 5.7k 609.32
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Boeing Company (BA) 0.1 $3.5M -4% 16k 215.83
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Kenvue (KVUE) 0.1 $3.4M +10% 211k 16.23
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Webster Financial Corporation (WBS) 0.1 $3.4M -6% 57k 59.44
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Houlihan Lokey Inc cl a (HLI) 0.1 $3.4M -4% 16k 205.32
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3M Company (MMM) 0.1 $3.4M -4% 22k 155.18
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National Retail Properties (NNN) 0.1 $3.3M -3% 79k 42.57
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Tempur-Pedic International (SGI) 0.1 $3.3M 39k 84.33
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Owens Corning (OC) 0.1 $3.3M -6% 23k 141.46
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McDonald's Corporation (MCD) 0.1 $3.3M +4% 11k 303.89
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Invesco Exchange Traded Fd T Etf (XMMO) 0.1 $3.3M +5% 24k 135.23
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Mueller Industries (MLI) 0.1 $3.2M -5% 32k 101.11
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Vanguard Index Fds Etf (VB) 0.1 $3.2M +5% 13k 254.29
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Us Foods Hldg Corp call (USFD) 0.1 $3.2M -6% 42k 76.62
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Elf Beauty (ELF) 0.1 $3.2M -3% 24k 132.48
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Keysight Technologies (KEYS) 0.1 $3.2M -3% 18k 174.92
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Best Buy (BBY) 0.1 $3.2M +3% 42k 75.62
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Jefferies Finl Group (JEF) 0.1 $3.2M -4% 49k 65.42
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M/a (MTSI) 0.1 $3.2M -2% 25k 124.49
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WESCO International (WCC) 0.1 $3.2M 15k 211.50
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FedEx Corporation (FDX) 0.1 $3.2M -4% 13k 235.81
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Bwx Technologies (BWXT) 0.1 $3.2M -3% 17k 184.37
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Phillips 66 (PSX) 0.1 $3.1M -4% 23k 136.02
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Hims & Hers Heal (HIMS) 0.1 $3.1M -4% 55k 56.72
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Realty Income (O) 0.1 $3.1M 51k 60.79
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Lancaster Colony (MZTI) 0.1 $3.1M 18k 172.79
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Tyler Technologies (TYL) 0.1 $3.1M -3% 5.9k 523.16
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Nvent Electric Plc Voting equities (NVT) 0.1 $3.1M -5% 31k 98.64
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Carlyle Group (CG) 0.1 $3.1M +17% 49k 62.70
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Transunion (TRU) 0.1 $3.1M NEW 37k 83.78
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Performance Food (PFGC) 0.1 $3.1M -3% 29k 104.04
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Rambus (RMBS) 0.1 $3.1M -8% 29k 104.20
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Technipfmc (FTI) 0.1 $3.0M NEW 77k 39.45
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Aptar (ATR) 0.1 $3.0M +3% 22k 133.66
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Fastenal Company (FAST) 0.1 $3.0M -11% 61k 49.04
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Burlington Stores (BURL) 0.1 $3.0M -4% 12k 254.50
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Nextracker (NXT) 0.1 $3.0M -5% 40k 73.99
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Encana Corporation (OVV) 0.1 $3.0M -5% 73k 40.38
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Pinduoduo (PDD) 0.1 $2.9M 22k 132.17
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Spdr Series Trust Etf (SDY) 0.1 $2.9M 21k 140.05
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Roper Industries (ROP) 0.1 $2.9M 5.8k 498.69
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Fnf (FNF) 0.1 $2.9M -5% 48k 60.49
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Essent (ESNT) 0.1 $2.9M -9% 46k 63.56
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Autodesk (ADSK) 0.1 $2.9M 9.1k 317.67
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Twilio Inc cl a (TWLO) 0.1 $2.9M NEW 29k 100.09
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Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $2.9M -5% 11k 253.93
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Okta Inc cl a (OKTA) 0.1 $2.9M -3% 31k 91.70
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Healthequity (HQY) 0.1 $2.9M -8% 30k 94.77
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Lockheed Martin Corporation (LMT) 0.1 $2.9M +7% 5.7k 499.21
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Dick's Sporting Goods (DKS) 0.1 $2.9M +13% 13k 222.22
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Xpo Logistics Inc equity (XPO) 0.1 $2.9M -3% 22k 129.27
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Equitable Holdings (EQH) 0.1 $2.9M -4% 56k 50.78
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Churchill Downs (CHDN) 0.1 $2.8M -8% 29k 97.01
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Take-Two Interactive Software (TTWO) 0.1 $2.8M -6% 11k 258.36
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MicroStrategy Incorporated (MSTR) 0.1 $2.8M +5% 8.8k 322.21
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Capital Group Dividend Value Etf (CGDV) 0.1 $2.8M 67k 42.03
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Essential Utils (WTRG) 0.1 $2.8M 70k 39.90
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Echostar Corporation (SATS) 0.1 $2.8M -8% 37k 76.36
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Verisk Analytics (VRSK) 0.1 $2.8M 11k 251.51
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Monster Beverage Corp (MNST) 0.1 $2.8M 41k 67.31
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Capital Group Intl Focus Eqt Etf (CGXU) 0.1 $2.8M 94k 29.62
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Exelixis (EXEL) 0.1 $2.8M -5% 67k 41.30
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Msa Safety Inc equity (MSA) 0.1 $2.8M -12% 16k 172.07
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Wp Carey (WPC) 0.1 $2.8M -3% 41k 67.57
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East West Ban (EWBC) 0.1 $2.8M -3% 26k 106.45
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Illumina (ILMN) 0.1 $2.7M -6% 29k 94.97
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Asml Holding (ASML) 0.1 $2.7M 2.8k 968.09
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Ecolab (ECL) 0.1 $2.7M -5% 10k 273.86
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Bristol Myers Squibb (BMY) 0.1 $2.7M -4% 61k 45.10
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Docusign (DOCU) 0.1 $2.7M -3% 38k 72.09
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EQT Corporation (EQT) 0.1 $2.7M -2% 50k 54.43
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AeroVironment (AVAV) 0.1 $2.7M +199% 8.6k 314.89
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Corteva (CTVA) 0.1 $2.7M -4% 40k 67.63
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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