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 3090 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Ameritas Investment Partners has 3090 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.3 $90M -8% 468k 192.53
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Microsoft Corporation (MSFT) 3.0 $82M -7% 219k 376.04
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Vanguard Europe Pacific ETF (VEA) 1.9 $51M +2% 1.1M 47.90
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Ishares Tr Etf (IVV) 1.8 $51M 106k 477.63
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Amazon (AMZN) 1.7 $47M -8% 306k 151.94
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Vanguard S&p 500 Etf idx (VOO) 1.5 $41M -24% 95k 436.80
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iShares Lehman Aggregate Bond (AGG) 1.5 $41M -6% 411k 99.25
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NVIDIA Corporation (NVDA) 1.4 $38M -7% 77k 495.22
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Alphabet Inc Class C cs (GOOG) 1.2 $33M -7% 231k 140.93
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Spdr Ser Tr Etf (ONEV) 1.1 $31M +2% 270k 114.43
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iShares S&P 500 Growth Index (IVW) 1.0 $28M -6% 370k 75.10
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Broadcom (AVGO) 1.0 $28M +8% 25k 1116.25
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Vanguard Total Bond Market ETF (BND) 1.0 $27M -6% 362k 73.55
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iShares S&P 500 Value Index (IVE) 0.9 $26M -8% 149k 173.89
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Facebook Inc cl a (META) 0.9 $24M -2% 68k 353.96
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Tesla Motors (TSLA) 0.8 $22M +15% 88k 248.48
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iShares Russell 2000 Index (IWM) 0.7 $20M +12% 98k 200.71
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Alphabet Inc Class A cs (GOOGL) 0.7 $19M -8% 138k 139.69
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Adobe Systems Incorporated (ADBE) 0.5 $15M 25k 596.60
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Costco Wholesale Corporation (COST) 0.5 $15M 23k 660.08
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Pepsi (PEP) 0.5 $15M +4% 88k 169.84
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Eli Lilly & Co. (LLY) 0.5 $14M -4% 24k 582.92
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Vanguard Emerging Markets ETF (VWO) 0.5 $14M +2% 340k 41.10
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Netflix (NFLX) 0.5 $14M +5% 28k 486.88
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iShares S&P MidCap 400 Index (IJH) 0.5 $14M +24% 49k 277.15
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Advanced Micro Devices (AMD) 0.5 $13M 91k 147.41
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Vanguard REIT ETF (VNQ) 0.5 $13M 151k 88.36
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Cisco Systems (CSCO) 0.4 $12M 242k 50.52
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Invesco Qqq Trust Series 1 (QQQ) 0.4 $12M 29k 409.52
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Berkshire Hathaway (BRK.B) 0.4 $12M -5% 33k 356.66
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Vanguard Scottsdale Fds Etf (VCIT) 0.4 $11M +8% 140k 81.28
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UnitedHealth (UNH) 0.4 $11M -4% 21k 526.47
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Exxon Mobil Corporation (XOM) 0.4 $11M -3% 110k 99.98
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Visa (V) 0.4 $10M -4% 39k 260.35
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Spdr Ser Tr Etf (SDY) 0.4 $10M 81k 124.97
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Spdr S&p 500 Etf (SPY) 0.4 $10M +9% 21k 475.31
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Abbvie (ABBV) 0.4 $9.6M +10% 62k 154.97
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SPDR S&P MidCap 400 ETF (MDY) 0.3 $9.2M +79% 18k 507.38
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Principal Exchange Traded Etf (YLD) 0.3 $9.1M +4% 481k 18.86
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Home Depot (HD) 0.3 $9.0M +2% 26k 346.55
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Comcast Corporation (CMCSA) 0.3 $8.7M 198k 43.85
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Intel Corporation (INTC) 0.3 $8.6M +2% 170k 50.25
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Procter & Gamble Company (PG) 0.3 $8.4M +7% 57k 146.54
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Chevron Corporation (CVX) 0.3 $8.3M -5% 55k 149.16
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Honeywell International (HON) 0.3 $8.2M -3% 39k 209.71
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Qualcomm (QCOM) 0.3 $8.2M 57k 144.63
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Vanguard Bd Index Fds Etf (BIV) 0.3 $8.1M -14% 106k 76.38
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Intuitive Surgical (ISRG) 0.3 $8.0M 24k 337.36
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Merck & Co (MRK) 0.3 $7.1M -4% 65k 109.02
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Intuit (INTU) 0.3 $7.0M +2% 11k 625.03
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Abbott Laboratories (ABT) 0.3 $7.0M 63k 110.07
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Ishares Tr Etf (MUB) 0.3 $6.9M +3% 64k 108.41
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $6.8M 17k 406.89
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International Business Machines (IBM) 0.2 $6.7M -9% 41k 163.55
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S&p Global (SPGI) 0.2 $6.5M -2% 15k 440.52
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Amgen (AMGN) 0.2 $6.4M +2% 22k 288.02
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Lincoln Electric Holdings (LECO) 0.2 $6.4M 30k 217.46
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Coca-Cola Company (KO) 0.2 $6.4M -18% 108k 58.93
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Texas Instruments Incorporated (TXN) 0.2 $6.3M +2% 37k 170.46
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Metropcs Communications (TMUS) 0.2 $6.3M 39k 160.33
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Union Pacific Corporation (UNP) 0.2 $6.3M -4% 26k 245.62
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Automatic Data Processing (ADP) 0.2 $6.1M -6% 26k 232.97
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JPMorgan Chase & Co. (JPM) 0.2 $6.1M -4% 36k 170.10
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Global X Fds Etf (PFFD) 0.2 $5.9M +5% 306k 19.40
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Marriott International (MAR) 0.2 $5.8M -2% 26k 225.51
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Carlisle Companies (CSL) 0.2 $5.8M +7% 19k 312.43
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First Tr Exchange-traded Etf (LMBS) 0.2 $5.7M -2% 118k 48.32
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Bank of America Corporation (BAC) 0.2 $5.7M -3% 169k 33.67
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Ssr Mining In Conv 0.2 $5.6M 6.0M 0.94
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Vanguard Scottsdale Fds Etf (VCSH) 0.2 $5.6M -27% 72k 77.37
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Applied Materials (AMAT) 0.2 $5.5M +2% 34k 162.07
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Reliance Steel & Aluminum (RS) 0.2 $5.4M -2% 19k 279.68
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Ares Capital Corp Conv 0.2 $5.3M 5.2M 1.03
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Williams-Sonoma (WSM) 0.2 $5.2M 26k 201.78
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Paypal Holdings (PYPL) 0.2 $5.2M +28% 85k 61.41
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $5.1M +9% 46k 110.66
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RPM International (RPM) 0.2 $5.1M 46k 111.63
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Ishares Tr Etf (IGE) 0.2 $5.0M 124k 40.72
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Godaddy Inc cl a (GDDY) 0.2 $5.0M +43% 47k 106.16
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Vanguard Index Fds Etf (VB) 0.2 $5.0M +2% 24k 213.33
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Danaher Corporation (DHR) 0.2 $5.0M -3% 22k 231.34
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Booking Holdings (BKNG) 0.2 $5.0M 1.4k 3547.22
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Microchip Technology (MCHP) 0.2 $5.0M +2% 55k 90.18
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AECOM Technology Corporation (ACM) 0.2 $4.8M 52k 92.43
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AFLAC Incorporated (AFL) 0.2 $4.8M -10% 58k 82.50
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Casey's General Stores (CASY) 0.2 $4.7M 17k 274.74
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Janus Detroit Str Tr Etf (JAAA) 0.2 $4.7M NEW 93k 50.30
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Servicenow (NOW) 0.2 $4.6M -4% 6.5k 706.49
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Johnson & Johnson (JNJ) 0.2 $4.6M -3% 29k 156.74
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ConocoPhillips (COP) 0.2 $4.5M -3% 39k 116.07
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Nextera Energy (NEE) 0.2 $4.5M -2% 75k 60.74
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Cardinal Health (CAH) 0.2 $4.5M -14% 45k 100.80
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General Dynamics Corporation (GD) 0.2 $4.5M -14% 17k 259.67
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Starbucks Corporation (SBUX) 0.2 $4.4M -18% 46k 96.01
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Wells Fargo & Company (WFC) 0.2 $4.4M -5% 89k 49.22
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Morgan Stanley (MS) 0.2 $4.3M -3% 46k 93.25
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MasterCard Incorporated (MA) 0.2 $4.3M -4% 10k 426.51
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Spdr Ser Tr Etf (IBND) 0.2 $4.3M +7% 143k 29.93
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TJX Companies (TJX) 0.2 $4.3M -4% 45k 93.81
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Super Micro Computer (SMCI) 0.2 $4.2M 15k 284.26
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SYSCO Corporation (SYY) 0.2 $4.2M +11% 58k 73.13
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Tyler Tex Indpt Sch Dist Conv 0.2 $4.2M 4.2M 1.01
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Fortinet (FTNT) 0.2 $4.2M -2% 71k 58.53
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Lam Research Corporation (LRCX) 0.2 $4.1M 5.3k 783.26
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Phillips 66 (PSX) 0.2 $4.1M -4% 31k 133.14
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Bank Ozk (OZK) 0.2 $4.1M 83k 49.83
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Old Republic International Corporation (ORI) 0.2 $4.1M -4% 140k 29.40
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Parker-Hannifin Corporation (PH) 0.2 $4.1M -3% 8.9k 460.70
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Gilead Sciences (GILD) 0.1 $4.0M +2% 50k 81.01
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Becton, Dickinson and (BDX) 0.1 $4.0M +14% 17k 243.83
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Mondelez Int (MDLZ) 0.1 $4.0M +3% 56k 72.43
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Eaton (ETN) 0.1 $4.0M -8% 17k 240.82
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Analog Devices (ADI) 0.1 $4.0M 20k 198.56
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Reinsurance Group of America (RGA) 0.1 $3.9M 24k 161.78
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Owens Corning (OC) 0.1 $3.9M 27k 148.23
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Churchill Downs (CHDN) 0.1 $3.9M +3% 29k 134.93
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Caterpillar (CAT) 0.1 $3.9M -2% 13k 295.67
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Cintas Corporation (CTAS) 0.1 $3.8M 6.4k 602.66
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Ishares Tr Etf (IJR) 0.1 $3.8M 35k 108.25
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FedEx Corporation (FDX) 0.1 $3.8M -10% 15k 252.97
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Deckers Outdoor Corporation (DECK) 0.1 $3.8M -3% 5.7k 668.43
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Itt (ITT) 0.1 $3.8M 32k 119.32
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BlackRock (BLK) 0.1 $3.8M +8% 4.7k 811.80
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Regeneron Pharmaceuticals (REGN) 0.1 $3.8M +2% 4.3k 878.29
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Micron Technology (MU) 0.1 $3.8M +2% 44k 85.34
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Lamar Advertising Co-a (LAMR) 0.1 $3.7M 35k 106.28
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Dynatrace (DT) 0.1 $3.7M 68k 54.69
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Palo Alto Networks (PANW) 0.1 $3.7M +5% 13k 294.88
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Sherwin-Williams Company (SHW) 0.1 $3.7M -2% 12k 311.90
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Wal-Mart Stores (WMT) 0.1 $3.7M -13% 23k 157.65
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Clean Harbors (CLH) 0.1 $3.7M 21k 174.51
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $3.7M 45k 82.04
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Jones Lang LaSalle Incorporated (JLL) 0.1 $3.7M 19k 188.87
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Donaldson Company (DCI) 0.1 $3.6M +3% 56k 65.35
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Electronic Arts (EA) 0.1 $3.6M +156% 27k 136.81
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Southern Company (SO) 0.1 $3.6M +8% 51k 70.12
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McDonald's Corporation (MCD) 0.1 $3.6M 12k 296.51
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Cullen/Frost Bankers (CFR) 0.1 $3.6M +4% 33k 108.49
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Prologis (PLD) 0.1 $3.6M -3% 27k 133.30
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Financial Select Sector SPDR (XLF) 0.1 $3.5M +4801% 93k 37.60
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Essential Utils (WTRG) 0.1 $3.5M 93k 37.35
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PNC Financial Services (PNC) 0.1 $3.4M -5% 22k 154.85
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Webster Financial Corporation (WBS) 0.1 $3.3M -7% 66k 50.76
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Texas Roadhouse (TXRH) 0.1 $3.3M 27k 122.23
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Keysight Technologies (KEYS) 0.1 $3.3M -4% 21k 159.09
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Murphy Oil Corporation (MUR) 0.1 $3.3M 77k 42.66
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Emerson Electric (EMR) 0.1 $3.3M -3% 34k 97.33
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Nucor Corporation (NUE) 0.1 $3.3M +20% 19k 174.04
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Berkshire Hathaway (BRK.A) 0.1 $3.3M 6.00 542625.00
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National Retail Properties (NNN) 0.1 $3.2M -17% 75k 43.10
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Gra (GGG) 0.1 $3.2M 37k 86.76
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Quanta Services (PWR) 0.1 $3.2M -16% 15k 215.80
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Watsco, Incorporated (WSO) 0.1 $3.2M 7.5k 428.47
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Wright Express (WEX) 0.1 $3.2M 16k 194.55
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National Fuel Gas (NFG) 0.1 $3.2M 63k 50.17
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Lowe's Companies (LOW) 0.1 $3.2M 14k 222.55
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KLA-Tencor Corporation (KLAC) 0.1 $3.2M 5.5k 581.30
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Gentex Corporation (GNTX) 0.1 $3.2M 97k 32.66
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Lennox International (LII) 0.1 $3.2M 7.1k 447.52
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Synopsys (SNPS) 0.1 $3.1M +2% 6.1k 514.91
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John Bean Technologies Corp Conv 0.1 $3.1M +16% 3.5M 0.90
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Wp Carey (WPC) 0.1 $3.1M NEW 48k 64.81
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Trex Company (TREX) 0.1 $3.1M 38k 82.79
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Roper Industries (ROP) 0.1 $3.1M +116% 5.6k 545.17
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Global X Fds Etf (PAVE) 0.1 $3.1M +7% 89k 34.46
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Air Products & Chemicals (APD) 0.1 $3.0M -14% 11k 273.80
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Verisk Analytics (VRSK) 0.1 $3.0M 13k 238.86
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Msa Safety Inc equity (MSA) 0.1 $3.0M 18k 168.83
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M/a (MTSI) 0.1 $3.0M 32k 92.95
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Realty Income (O) 0.1 $3.0M +62% 52k 57.42
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Cadence Design Systems (CDNS) 0.1 $3.0M +2% 11k 272.37
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Unum (UNM) 0.1 $3.0M +59% 66k 45.22
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Landstar System (LSTR) 0.1 $3.0M +9% 15k 193.65
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Edwards Lifesciences (EW) 0.1 $2.9M -19% 39k 76.25
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Manhattan Associates (MANH) 0.1 $2.9M 14k 215.32
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Fnf (FNF) 0.1 $2.9M 57k 51.02
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Gaming & Leisure Pptys (GLPI) 0.1 $2.9M 59k 49.35
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Essent (ESNT) 0.1 $2.9M 55k 52.74
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Equity Lifestyle Properties (ELS) 0.1 $2.9M 41k 70.54
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Tenet Healthcare Corporation (THC) 0.1 $2.9M 38k 75.57
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Kenvue (KVUE) 0.1 $2.9M +41% 135k 21.53
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CACI International (CACI) 0.1 $2.9M +8% 8.9k 323.86
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McCormick & Company, Incorporated (MKC) 0.1 $2.9M +9% 42k 68.42
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Vistra Energy (VST) 0.1 $2.9M -4% 74k 38.52
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Neurocrine Biosciences (NBIX) 0.1 $2.9M 22k 131.76
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Chemed Corp Com Stk (CHE) 0.1 $2.9M 4.9k 584.75
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salesforce (CRM) 0.1 $2.8M -4% 11k 263.14
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Bristol Myers Squibb (BMY) 0.1 $2.8M -6% 55k 51.31
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Pinduoduo (PDD) 0.1 $2.8M +7% 19k 146.31
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Northrop Grumman Corporation (NOC) 0.1 $2.8M -13% 6.0k 468.14
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Old Dominion Freight Line (ODFL) 0.1 $2.8M 7.0k 405.33
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Aptar (ATR) 0.1 $2.8M 23k 123.62
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Burlington Stores (BURL) 0.1 $2.8M NEW 14k 194.48
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Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $2.8M -2% 14k 196.00
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Darling International (DAR) 0.1 $2.8M 56k 49.84
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Tyler Technologies (TYL) 0.1 $2.8M -3% 6.6k 418.12
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CSX Corporation (CSX) 0.1 $2.8M 79k 34.67
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Simpson Manufacturing (SSD) 0.1 $2.7M 14k 197.98
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Ford Motor Company (F) 0.1 $2.7M -3% 223k 12.19
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Tetra Tech (TTEK) 0.1 $2.7M 16k 166.93
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Fastenal Company (FAST) 0.1 $2.7M 42k 64.77
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Nike (NKE) 0.1 $2.7M 25k 108.57
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Insperity (NSP) 0.1 $2.7M +11% 23k 117.22
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Arrow Electronics (ARW) 0.1 $2.7M -2% 22k 122.25
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Lancaster Colony (LANC) 0.1 $2.7M +5% 16k 166.39
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First Horizon National Corporation (FHN) 0.1 $2.7M +49% 188k 14.16
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3M Company (MMM) 0.1 $2.7M 24k 109.32
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Nrg Energy Conv 0.1 $2.6M -46% 2.1M 1.28
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Colgate-Palmolive Company (CL) 0.1 $2.6M 33k 79.71
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Ecolab (ECL) 0.1 $2.6M -6% 13k 198.35
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Hf Sinclair Corp (DINO) 0.1 $2.6M +4% 48k 55.57
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Topbuild (BLD) 0.1 $2.6M 7.0k 374.26
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Floor & Decor Hldgs Inc cl a (FND) 0.1 $2.6M NEW 24k 111.56
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Five Below (FIVE) 0.1 $2.6M 12k 213.16
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Stifel Financial (SF) 0.1 $2.6M -2% 38k 69.15
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Rexford Industrial Realty Inc reit (REXR) 0.1 $2.6M 47k 56.10
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Lockheed Martin Corporation (LMT) 0.1 $2.6M +2% 5.8k 453.24
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Brunswick Corporation (BC) 0.1 $2.6M +13% 27k 96.75
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Saia (SAIA) 0.1 $2.6M 5.9k 438.22
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Accenture (ACN) 0.1 $2.5M -4% 7.2k 350.91
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Ufp Industries (UFPI) 0.1 $2.5M 20k 125.55
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Encana Corporation (OVV) 0.1 $2.5M 56k 43.92
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Woodward Governor Company (WWD) 0.1 $2.5M 18k 136.13
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Lululemon Athletica (LULU) 0.1 $2.5M +42% 4.8k 511.29
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Crown Holdings (CCK) 0.1 $2.5M 27k 92.09
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Permian Resources Corp Class A (PR) 0.1 $2.4M +101% 180k 13.60
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Commerce Bancshares (CBSH) 0.1 $2.4M -12% 46k 53.41
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Toll Brothers (TOL) 0.1 $2.4M -2% 24k 102.79
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Avient Corp (AVNT) 0.1 $2.4M 59k 41.57
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Chubb (CB) 0.1 $2.4M -13% 11k 226.00
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Globus Med Inc cl a (GMED) 0.1 $2.4M +19% 46k 53.29
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Abrdn Etfs Etf (BCD) 0.1 $2.4M +5% 79k 30.59
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W.R. Berkley Corporation (WRB) 0.1 $2.4M -5% 34k 70.72
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Onto Innovation (ONTO) 0.1 $2.4M +224% 16k 152.90
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Builders FirstSource (BLDR) 0.1 $2.4M -66% 14k 166.94
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United States Steel Corporation (X) 0.1 $2.4M 49k 48.65
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Scientific Games (LNW) 0.1 $2.4M 29k 82.11
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Sonoco Products Company (SON) 0.1 $2.4M 43k 55.87
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First American Financial (FAF) 0.1 $2.4M -15% 37k 64.44
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Monster Beverage Corp (MNST) 0.1 $2.4M 41k 57.61
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Performance Food (PFGC) 0.1 $2.4M 34k 69.15
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Nxp Semiconductors N V (NXPI) 0.1 $2.4M +2% 10k 229.68
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Airbnb (ABNB) 0.1 $2.4M +4% 17k 136.14
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Rambus (RMBS) 0.1 $2.4M +224% 35k 68.25
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Curtiss-Wright (CW) 0.1 $2.4M 11k 222.79
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Comfort Systems USA (FIX) 0.1 $2.4M +223% 12k 205.67
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Etsy (ETSY) 0.1 $2.4M +16% 29k 81.05
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Bellring Brands (BRBR) 0.1 $2.3M 42k 55.43
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Equitable Holdings (EQH) 0.1 $2.3M NEW 70k 33.30
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Boyd Gaming Corporation (BYD) 0.1 $2.3M 37k 62.61
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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