Chicago Capital as of Dec. 31, 2024
Portfolio Holdings for Chicago Capital
Chicago Capital holds 318 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 4.8 | $181M | 309k | 585.51 | |
| Amazon (AMZN) | 4.1 | $154M | 703k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $143M | 755k | 189.30 | |
| Apple (AAPL) | 3.5 | $133M | 532k | 250.42 | |
| Visa Com Cl A (V) | 3.4 | $129M | 407k | 316.04 | |
| Microsoft Corporation (MSFT) | 3.2 | $121M | 288k | 421.50 | |
| NVIDIA Corporation (NVDA) | 2.7 | $103M | 766k | 134.29 | |
| Progressive Corporation (PGR) | 2.6 | $97M | 405k | 239.61 | |
| Kornit Digital SHS (KRNT) | 2.5 | $96M | 3.1M | 30.95 | |
| Intuit (INTU) | 2.4 | $92M | 146k | 628.50 | |
| Costco Wholesale Corporation (COST) | 2.3 | $86M | 94k | 916.27 | |
| salesforce (CRM) | 2.3 | $86M | 257k | 334.33 | |
| Intercontinental Exchange (ICE) | 2.2 | $85M | 568k | 149.01 | |
| Fair Isaac Corporation (FICO) | 2.2 | $82M | 41k | 1990.94 | |
| Servicenow (NOW) | 2.2 | $82M | 78k | 1060.12 | |
| Netflix (NFLX) | 2.1 | $78M | 88k | 891.32 | |
| Lithia Motors (LAD) | 2.0 | $76M | 214k | 357.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $76M | 383k | 197.49 | |
| Stryker Corporation (SYK) | 1.9 | $70M | 195k | 360.05 | |
| Dynavax Technologies Corp Com New (DVAX) | 1.8 | $69M | 5.4M | 12.77 | |
| TransDigm Group Incorporated (TDG) | 1.7 | $66M | 52k | 1267.27 | |
| CoStar (CSGP) | 1.7 | $66M | 915k | 71.59 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $66M | 124k | 526.57 | |
| Workday Cl A (WDAY) | 1.7 | $64M | 248k | 258.03 | |
| The Trade Desk Com Cl A (TTD) | 1.7 | $64M | 541k | 117.53 | |
| Veeva Sys Cl A Com (VEEV) | 1.6 | $60M | 284k | 210.25 | |
| Ligand Pharmaceuticals Com New (LGND) | 1.6 | $59M | 552k | 107.15 | |
| Uber Technologies (UBER) | 1.4 | $55M | 905k | 60.32 | |
| Zoetis Cl A (ZTS) | 1.4 | $53M | 323k | 162.93 | |
| Insulet Corporation (PODD) | 1.2 | $44M | 169k | 261.07 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $43M | 62k | 693.08 | |
| Pinterest Cl A (PINS) | 1.1 | $41M | 1.4M | 29.00 | |
| Dex (DXCM) | 1.0 | $39M | 506k | 77.77 | |
| Burlington Stores (BURL) | 1.0 | $38M | 133k | 285.06 | |
| Lowe's Companies (LOW) | 1.0 | $38M | 153k | 246.80 | |
| IDEXX Laboratories (IDXX) | 0.9 | $36M | 86k | 413.44 | |
| Tandem Diabetes Care Com New (TNDM) | 0.9 | $35M | 971k | 36.02 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $33M | 305k | 107.57 | |
| Procept Biorobotics Corp (PRCT) | 0.8 | $31M | 380k | 80.52 | |
| Eli Lilly & Co. (LLY) | 0.8 | $30M | 39k | 772.01 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $25M | 56k | 453.28 | |
| Eaton Corp SHS (ETN) | 0.6 | $22M | 68k | 331.87 | |
| Tyler Technologies (TYL) | 0.6 | $21M | 36k | 576.64 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $21M | 40k | 520.23 | |
| Morningstar (MORN) | 0.5 | $19M | 58k | 336.76 | |
| Home Depot (HD) | 0.5 | $19M | 48k | 388.99 | |
| Boston Scientific Corporation (BSX) | 0.5 | $18M | 204k | 89.32 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $18M | 34k | 521.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $18M | 93k | 190.44 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $17M | 39k | 444.68 | |
| Quanta Services (PWR) | 0.4 | $16M | 50k | 316.05 | |
| Cadence Design Systems (CDNS) | 0.4 | $15M | 49k | 300.46 | |
| Dell Technologies CL C (DELL) | 0.4 | $14M | 121k | 115.24 | |
| Axon Enterprise (AXON) | 0.4 | $14M | 23k | 594.32 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $13M | 56k | 239.71 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $13M | 33k | 386.22 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $13M | 110k | 113.61 | |
| Linde SHS (LIN) | 0.3 | $12M | 29k | 418.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $11M | 19k | 588.68 | |
| Oracle Corporation (ORCL) | 0.3 | $11M | 66k | 166.64 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $11M | 145k | 75.63 | |
| Iron Mountain (IRM) | 0.3 | $11M | 103k | 105.11 | |
| Omniab (OABI) | 0.3 | $11M | 3.0M | 3.54 | |
| Fastenal Company (FAST) | 0.3 | $11M | 146k | 71.91 | |
| S&p Global (SPGI) | 0.3 | $10M | 21k | 498.02 | |
| Vistra Energy (VST) | 0.3 | $9.7M | 71k | 137.87 | |
| Abbvie (ABBV) | 0.2 | $9.4M | 53k | 177.70 | |
| McKesson Corporation (MCK) | 0.2 | $9.0M | 16k | 569.91 | |
| Broadcom (AVGO) | 0.2 | $8.7M | 37k | 231.84 | |
| Advanced Micro Devices (AMD) | 0.2 | $8.6M | 71k | 120.79 | |
| Johnson & Johnson (JNJ) | 0.2 | $8.1M | 56k | 144.62 | |
| Aar (AIR) | 0.2 | $7.8M | 128k | 61.28 | |
| Tesla Motors (TSLA) | 0.2 | $7.5M | 19k | 403.84 | |
| Pepsi (PEP) | 0.2 | $7.3M | 48k | 152.06 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.1M | 13k | 538.80 | |
| Illinois Tool Works (ITW) | 0.2 | $7.0M | 27k | 253.56 | |
| MercadoLibre (MELI) | 0.2 | $6.5M | 3.8k | 1700.44 | |
| Copart (CPRT) | 0.2 | $6.2M | 107k | 57.39 | |
| Paychex (PAYX) | 0.2 | $6.0M | 43k | 140.22 | |
| Qualcomm (QCOM) | 0.2 | $6.0M | 39k | 153.62 | |
| Procter & Gamble Company (PG) | 0.2 | $6.0M | 36k | 167.65 | |
| Caterpillar (CAT) | 0.1 | $5.5M | 15k | 362.77 | |
| Abbott Laboratories (ABT) | 0.1 | $5.0M | 44k | 113.11 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.9M | 29k | 172.42 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $4.9M | 12k | 402.70 | |
| McDonald's Corporation (MCD) | 0.1 | $4.8M | 17k | 289.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $4.7M | 8.0k | 586.09 | |
| Coca-Cola Company (KO) | 0.1 | $4.6M | 75k | 62.26 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $4.6M | 16k | 289.81 | |
| ResMed (RMD) | 0.1 | $4.2M | 18k | 228.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.2M | 12k | 351.79 | |
| W.W. Grainger (GWW) | 0.1 | $4.1M | 3.9k | 1054.08 | |
| American Express Company (AXP) | 0.1 | $4.0M | 13k | 296.79 | |
| Global Payments (GPN) | 0.1 | $3.9M | 35k | 112.06 | |
| Dick's Sporting Goods (DKS) | 0.1 | $3.8M | 17k | 228.84 | |
| J Global (ZD) | 0.1 | $3.8M | 70k | 54.34 | |
| Amgen (AMGN) | 0.1 | $3.7M | 14k | 260.64 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $3.7M | 184k | 20.14 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $3.7M | 154k | 23.76 | |
| O'reilly Automotive (ORLY) | 0.1 | $3.3M | 2.8k | 1185.80 | |
| Block Cl A (XYZ) | 0.1 | $3.2M | 38k | 84.99 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $3.2M | 56k | 57.45 | |
| Waste Management (WM) | 0.1 | $3.2M | 16k | 201.79 | |
| Paypal Holdings (PYPL) | 0.1 | $3.1M | 37k | 85.35 | |
| Ge Aerospace Com New (GE) | 0.1 | $3.1M | 19k | 166.79 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.0M | 11k | 283.85 | |
| International Business Machines (IBM) | 0.1 | $2.9M | 13k | 219.83 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.9M | 7.1k | 410.42 | |
| Wal-Mart Stores (WMT) | 0.1 | $2.8M | 31k | 90.35 | |
| Consensus Cloud Solutions In (CCSI) | 0.1 | $2.8M | 116k | 23.86 | |
| Ecolab (ECL) | 0.1 | $2.7M | 12k | 234.32 | |
| Emerson Electric (EMR) | 0.1 | $2.6M | 21k | 123.93 | |
| Merck & Co (MRK) | 0.1 | $2.5M | 25k | 99.48 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.5M | 27k | 91.25 | |
| Honeywell International (HON) | 0.1 | $2.4M | 11k | 225.88 | |
| Hubbell (HUBB) | 0.1 | $2.4M | 5.6k | 418.91 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.2M | 5.0k | 447.38 | |
| Union Pacific Corporation (UNP) | 0.1 | $2.2M | 9.8k | 228.03 | |
| Cisco Systems (CSCO) | 0.1 | $2.2M | 38k | 59.20 | |
| Automatic Data Processing (ADP) | 0.1 | $2.1M | 7.3k | 292.73 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.0M | 3.00 | 680920.00 | |
| Xylem (XYL) | 0.1 | $2.0M | 17k | 116.02 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | 17k | 115.72 | |
| Chubb (CB) | 0.1 | $1.9M | 6.9k | 276.30 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.9M | 10k | 187.51 | |
| Pfizer (PFE) | 0.0 | $1.9M | 70k | 26.53 | |
| Blackline (BL) | 0.0 | $1.8M | 29k | 60.76 | |
| Fifth Third Ban (FITB) | 0.0 | $1.7M | 41k | 42.28 | |
| Fiserv (FI) | 0.0 | $1.7M | 8.4k | 205.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.7M | 3.3k | 511.23 | |
| Ge Vernova (GEV) | 0.0 | $1.7M | 5.1k | 328.93 | |
| Yum! Brands (YUM) | 0.0 | $1.6M | 12k | 134.16 | |
| Lululemon Athletica (LULU) | 0.0 | $1.6M | 4.1k | 382.41 | |
| Oneok (OKE) | 0.0 | $1.6M | 16k | 100.40 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.6M | 16k | 96.90 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.5M | 5.4k | 287.85 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $1.5M | 12k | 123.36 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.5M | 6.9k | 220.96 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $1.5M | 7.6k | 199.47 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.4M | 7.3k | 195.83 | |
| Zscaler Incorporated (ZS) | 0.0 | $1.4M | 7.7k | 180.41 | |
| Northern Trust Corporation (NTRS) | 0.0 | $1.4M | 14k | 102.50 | |
| Danaher Corporation (DHR) | 0.0 | $1.4M | 6.0k | 229.56 | |
| Edwards Lifesciences (EW) | 0.0 | $1.4M | 18k | 74.03 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.4M | 19k | 70.24 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $1.3M | 21k | 63.47 | |
| Motorola Solutions Com New (MSI) | 0.0 | $1.3M | 2.8k | 462.23 | |
| Walt Disney Company (DIS) | 0.0 | $1.3M | 12k | 111.35 | |
| Marriott Intl Cl A (MAR) | 0.0 | $1.3M | 4.5k | 278.94 | |
| Verizon Communications (VZ) | 0.0 | $1.2M | 31k | 39.99 | |
| Carvana Cl A (CVNA) | 0.0 | $1.2M | 6.1k | 203.36 | |
| Goldman Sachs (GS) | 0.0 | $1.2M | 2.1k | 572.62 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.2M | 9.4k | 128.62 | |
| TJX Companies (TJX) | 0.0 | $1.2M | 10k | 120.81 | |
| Cummins (CMI) | 0.0 | $1.2M | 3.4k | 348.60 | |
| Cyberark Software SHS (CYBR) | 0.0 | $1.2M | 3.6k | 333.15 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | 16k | 74.01 | |
| Booking Holdings (BKNG) | 0.0 | $1.1M | 230.00 | 4972.61 | |
| Chevron Corporation (CVX) | 0.0 | $1.1M | 7.7k | 144.84 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.1M | 2.8k | 401.64 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | 10k | 107.74 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $1.1M | 17k | 64.47 | |
| Packaging Corporation of America (PKG) | 0.0 | $1.1M | 4.7k | 225.13 | |
| Gartner (IT) | 0.0 | $1.1M | 2.2k | 484.47 | |
| Deere & Company (DE) | 0.0 | $1.1M | 2.5k | 423.70 | |
| Snowflake Cl A (SNOW) | 0.0 | $1.1M | 6.8k | 154.41 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.0M | 33k | 31.36 | |
| Watsco, Incorporated (WSO) | 0.0 | $1.0M | 2.1k | 473.89 | |
| Globant S A (GLOB) | 0.0 | $951k | 4.4k | 214.42 | |
| Apollo Global Mgmt (APO) | 0.0 | $937k | 5.7k | 165.16 | |
| Cameco Corporation (CCJ) | 0.0 | $921k | 18k | 51.39 | |
| Analog Devices (ADI) | 0.0 | $915k | 4.3k | 212.46 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $900k | 24k | 37.53 | |
| Carrier Global Corporation (CARR) | 0.0 | $900k | 13k | 68.26 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $887k | 11k | 81.25 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $863k | 6.7k | 128.82 | |
| FactSet Research Systems (FDS) | 0.0 | $851k | 1.8k | 480.28 | |
| Alliant Energy Corporation (LNT) | 0.0 | $850k | 14k | 59.14 | |
| Boeing Company (BA) | 0.0 | $839k | 4.7k | 177.00 | |
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.0 | $835k | 8.3k | 100.82 | |
| At&t (T) | 0.0 | $824k | 36k | 22.77 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $824k | 1.9k | 425.50 | |
| Air Products & Chemicals (APD) | 0.0 | $821k | 2.8k | 290.04 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $811k | 1.7k | 485.99 | |
| BP Sponsored Adr (BP) | 0.0 | $808k | 27k | 29.56 | |
| Anthem (ELV) | 0.0 | $800k | 2.2k | 368.90 | |
| Intel Corporation (INTC) | 0.0 | $787k | 39k | 20.05 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $769k | 14k | 54.19 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $748k | 3.8k | 196.95 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $742k | 7.5k | 98.87 | |
| Altria (MO) | 0.0 | $729k | 14k | 52.29 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $700k | 3.1k | 229.32 | |
| Aon Shs Cl A (AON) | 0.0 | $691k | 1.9k | 359.16 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $686k | 7.4k | 92.61 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $685k | 9.7k | 70.28 | |
| Bank of America Corporation (BAC) | 0.0 | $682k | 16k | 43.95 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $674k | 6.6k | 101.53 | |
| Nike CL B (NKE) | 0.0 | $671k | 8.9k | 75.67 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $667k | 3.6k | 184.08 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $665k | 1.0k | 636.03 | |
| 3M Company (MMM) | 0.0 | $657k | 5.1k | 129.09 | |
| American Electric Power Company (AEP) | 0.0 | $651k | 7.1k | 92.23 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $646k | 4.9k | 131.04 | |
| Bristol Myers Squibb (BMY) | 0.0 | $637k | 11k | 56.56 | |
| American Tower Reit (AMT) | 0.0 | $626k | 3.4k | 183.40 | |
| Cintas Corporation (CTAS) | 0.0 | $622k | 3.4k | 182.70 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $620k | 25k | 25.05 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $614k | 31k | 19.59 | |
| State Street Corporation (STT) | 0.0 | $613k | 6.2k | 98.15 | |
| United Parcel Service CL B (UPS) | 0.0 | $592k | 4.7k | 126.10 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $588k | 3.6k | 164.17 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $585k | 9.7k | 60.30 | |
| General Mills (GIS) | 0.0 | $581k | 9.1k | 63.77 | |
| Southern Company (SO) | 0.0 | $576k | 7.0k | 82.32 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $566k | 10k | 56.19 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $552k | 15k | 35.85 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $541k | 2.8k | 190.88 | |
| Wec Energy Group (WEC) | 0.0 | $530k | 5.6k | 94.04 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $529k | 4.0k | 131.41 | |
| DTE Energy Company (DTE) | 0.0 | $527k | 4.4k | 120.75 | |
| Verisk Analytics (VRSK) | 0.0 | $522k | 1.9k | 275.43 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $504k | 9.7k | 52.22 | |
| UnitedHealth (UNH) | 0.0 | $502k | 993.00 | 505.86 | |
| Us Bancorp Del Com New (USB) | 0.0 | $499k | 10k | 47.83 | |
| Unilever Spon Adr New (UL) | 0.0 | $494k | 8.7k | 56.70 | |
| CarMax (KMX) | 0.0 | $490k | 6.0k | 81.76 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $478k | 1.1k | 434.93 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $478k | 6.1k | 78.18 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $477k | 7.4k | 64.16 | |
| FedEx Corporation (FDX) | 0.0 | $470k | 1.7k | 281.33 | |
| ConocoPhillips (COP) | 0.0 | $470k | 4.7k | 99.17 | |
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.0 | $456k | 8.1k | 56.48 | |
| Cigna Corp (CI) | 0.0 | $451k | 1.6k | 276.14 | |
| Cardinal Health (CAH) | 0.0 | $450k | 3.8k | 118.27 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $440k | 5.9k | 74.76 | |
| Entergy Corporation (ETR) | 0.0 | $434k | 5.7k | 75.82 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $414k | 1.6k | 264.13 | |
| Yeti Hldgs (YETI) | 0.0 | $412k | 11k | 38.51 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $405k | 4.1k | 99.70 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $399k | 2.9k | 139.50 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $388k | 1.6k | 242.13 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $388k | 5.7k | 68.00 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $387k | 1.6k | 243.38 | |
| AFLAC Incorporated (AFL) | 0.0 | $386k | 3.7k | 103.44 | |
| Oge Energy Corp (OGE) | 0.0 | $384k | 9.3k | 41.25 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $380k | 4.7k | 81.58 | |
| Nextera Energy (NEE) | 0.0 | $379k | 5.3k | 71.69 | |
| Gilead Sciences (GILD) | 0.0 | $370k | 4.0k | 92.37 | |
| Medtronic SHS (MDT) | 0.0 | $368k | 4.6k | 79.88 | |
| M&T Bank Corporation (MTB) | 0.0 | $362k | 1.9k | 188.01 | |
| Monday SHS (MNDY) | 0.0 | $356k | 1.5k | 235.44 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $351k | 6.9k | 50.52 | |
| Evolent Health Cl A (EVH) | 0.0 | $350k | 31k | 11.25 | |
| Norfolk Southern (NSC) | 0.0 | $350k | 1.5k | 234.70 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $345k | 6.0k | 57.41 | |
| Xponential Fitness Com Cl A (XPOF) | 0.0 | $344k | 26k | 13.45 | |
| Novanta (NOVT) | 0.0 | $341k | 2.2k | 152.77 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $340k | 2.7k | 124.71 | |
| Consolidated Edison (ED) | 0.0 | $339k | 3.8k | 89.22 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $335k | 4.3k | 78.01 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $333k | 1.4k | 242.17 | |
| Enbridge (ENB) | 0.0 | $332k | 7.8k | 42.43 | |
| Cme (CME) | 0.0 | $331k | 1.4k | 232.23 | |
| Wix SHS (WIX) | 0.0 | $327k | 1.5k | 214.55 | |
| Microchip Technology (MCHP) | 0.0 | $325k | 5.7k | 57.35 | |
| General Dynamics Corporation (GD) | 0.0 | $324k | 1.2k | 263.44 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $323k | 998.00 | 323.83 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $321k | 3.0k | 107.22 | |
| Toast Cl A (TOST) | 0.0 | $317k | 8.7k | 36.45 | |
| Pool Corporation (POOL) | 0.0 | $314k | 920.00 | 340.94 | |
| Citigroup Com New (C) | 0.0 | $313k | 4.4k | 70.39 | |
| Fortinet (FTNT) | 0.0 | $308k | 3.3k | 94.48 | |
| Coherent Corp (COHR) | 0.0 | $305k | 3.2k | 94.73 | |
| Wright Express (WEX) | 0.0 | $303k | 1.7k | 175.32 | |
| Yum China Holdings (YUMC) | 0.0 | $299k | 6.2k | 48.17 | |
| Palo Alto Networks (PANW) | 0.0 | $293k | 1.6k | 181.96 | |
| Morgan Stanley Com New (MS) | 0.0 | $291k | 2.3k | 125.72 | |
| Bio-techne Corporation (TECH) | 0.0 | $288k | 4.0k | 72.03 | |
| Shell Spon Ads (SHEL) | 0.0 | $286k | 4.6k | 62.65 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $283k | 455.00 | 621.80 | |
| Equinix (EQIX) | 0.0 | $283k | 300.00 | 942.89 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $281k | 4.3k | 65.52 | |
| Neogenomics Com New (NEO) | 0.0 | $270k | 16k | 16.48 | |
| Northern Technologies International (NTIC) | 0.0 | $270k | 20k | 13.49 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $267k | 13k | 21.16 | |
| Ball Corporation (BALL) | 0.0 | $265k | 4.8k | 55.13 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $264k | 10k | 26.38 | |
| MiMedx (MDXG) | 0.0 | $264k | 27k | 9.62 | |
| Sterling Construction Company (STRL) | 0.0 | $262k | 1.6k | 168.45 | |
| Constellation Energy (CEG) | 0.0 | $259k | 1.2k | 223.71 | |
| CBOE Holdings (CBOE) | 0.0 | $251k | 1.3k | 195.40 | |
| GSK Sponsored Adr (GSK) | 0.0 | $250k | 7.4k | 33.82 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $248k | 7.2k | 34.59 | |
| Corteva (CTVA) | 0.0 | $245k | 4.3k | 56.96 | |
| Dupont De Nemours (DD) | 0.0 | $243k | 3.2k | 76.25 | |
| eBay (EBAY) | 0.0 | $237k | 3.8k | 61.95 | |
| Janux Therapeutics (JANX) | 0.0 | $230k | 4.3k | 53.54 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $229k | 4.7k | 48.33 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $227k | 12k | 18.50 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $225k | 1.3k | 169.30 | |
| Philip Morris International (PM) | 0.0 | $224k | 1.9k | 120.33 | |
| Truist Financial Corp equities (TFC) | 0.0 | $220k | 5.1k | 43.38 | |
| EOG Resources (EOG) | 0.0 | $216k | 1.8k | 122.58 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $216k | 4.5k | 47.82 | |
| Dominion Resources (D) | 0.0 | $215k | 4.0k | 53.86 | |
| Kinder Morgan (KMI) | 0.0 | $215k | 7.8k | 27.40 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $211k | 100.00 | 2113.02 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $210k | 1.9k | 110.85 | |
| Phillips 66 (PSX) | 0.0 | $210k | 1.8k | 113.93 | |
| Kellogg Company (K) | 0.0 | $207k | 2.6k | 80.97 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $207k | 2.0k | 103.55 | |
| Gap (GAP) | 0.0 | $207k | 8.8k | 23.63 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $202k | 939.00 | 215.49 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $154k | 16k | 9.65 | |
| Arcadium Lithium Com Shs | 0.0 | $101k | 20k | 5.13 | |
| Adt (ADT) | 0.0 | $69k | 10k | 6.91 | |
| Valens Semiconductor Ordinary Shares (VLN) | 0.0 | $26k | 10k | 2.60 | |
| Akoustis Technologies (AKTSQ) | 0.0 | $57.500000 | 13k | 0.00 |