Contravisory Investment Management as of Sept. 30, 2024
Portfolio Holdings for Contravisory Investment Management
Contravisory Investment Management holds 343 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 2.7 | $13M | 35k | 368.53 | |
| McKesson Corporation (MCK) | 2.7 | $13M | 25k | 494.42 | |
| Cintas Corporation (CTAS) | 2.5 | $12M | 57k | 205.88 | |
| Netflix (NFLX) | 2.5 | $12M | 17k | 709.27 | |
| AFLAC Incorporated (AFL) | 2.3 | $11M | 95k | 111.80 | |
| Carrier Global Corporation (CARR) | 2.2 | $11M | 130k | 80.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $10M | 60k | 173.67 | |
| Chipotle Mexican Grill (CMG) | 2.2 | $10M | 180k | 57.62 | |
| D.R. Horton (DHI) | 2.1 | $10M | 52k | 190.77 | |
| Ubs Group SHS (UBS) | 2.1 | $9.9M | 320k | 30.91 | |
| Costco Wholesale Corporation (COST) | 2.1 | $9.9M | 11k | 886.52 | |
| Digital Realty Trust (DLR) | 2.0 | $9.5M | 58k | 161.83 | |
| Motorola Solutions Com New (MSI) | 2.0 | $9.5M | 21k | 449.63 | |
| Fiserv (FI) | 2.0 | $9.3M | 52k | 179.65 | |
| Samsara Com Cl A (IOT) | 2.0 | $9.2M | 192k | 48.12 | |
| Meta Platforms Cl A (META) | 2.0 | $9.2M | 16k | 572.44 | |
| Applied Materials (AMAT) | 2.0 | $9.2M | 46k | 202.05 | |
| Westlake Chemical Corporation (WLK) | 2.0 | $9.1M | 61k | 150.29 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $9.0M | 18k | 493.80 | |
| Marsh & McLennan Companies (MMC) | 1.9 | $8.9M | 40k | 223.09 | |
| PNC Financial Services (PNC) | 1.9 | $8.8M | 47k | 184.85 | |
| Fifth Third Ban (FITB) | 1.9 | $8.7M | 204k | 42.84 | |
| Amazon (AMZN) | 1.9 | $8.7M | 47k | 186.33 | |
| Bank of America Corporation (BAC) | 1.8 | $8.6M | 218k | 39.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $8.5M | 51k | 167.19 | |
| Corpay Com Shs (CPAY) | 1.8 | $8.5M | 27k | 312.76 | |
| Udr (UDR) | 1.8 | $8.4M | 185k | 45.34 | |
| Microsoft Corporation (MSFT) | 1.8 | $8.3M | 19k | 430.30 | |
| American Express Company (AXP) | 1.7 | $8.1M | 30k | 271.20 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $8.0M | 38k | 210.86 | |
| Catalent | 1.7 | $7.9M | 131k | 60.57 | |
| Stryker Corporation (SYK) | 1.7 | $7.9M | 22k | 361.26 | |
| Lam Research Corporation | 1.7 | $7.9M | 9.6k | 816.08 | |
| Waste Connections (WCN) | 1.7 | $7.8M | 43k | 178.82 | |
| Alcoa (AA) | 1.6 | $7.7M | 200k | 38.58 | |
| Equity Residential Sh Ben Int (EQR) | 1.6 | $7.7M | 103k | 74.46 | |
| Nextera Energy (NEE) | 1.6 | $7.6M | 90k | 84.53 | |
| Copart (CPRT) | 1.6 | $7.5M | 143k | 52.40 | |
| Target Corporation (TGT) | 1.6 | $7.4M | 48k | 155.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.8M | 21k | 83.63 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.6M | 5.8k | 281.37 | |
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.6M | 34k | 45.32 | |
| Kla Corp Com New (KLAC) | 0.3 | $1.5M | 2.0k | 774.41 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.5M | 6.7k | 225.76 | |
| Synopsys (SNPS) | 0.3 | $1.4M | 2.8k | 506.39 | |
| Quanta Services (PWR) | 0.3 | $1.3M | 4.5k | 298.15 | |
| Pulte (PHM) | 0.3 | $1.3M | 9.1k | 143.53 | |
| Iron Mountain (IRM) | 0.3 | $1.3M | 11k | 118.83 | |
| Howmet Aerospace (HWM) | 0.3 | $1.2M | 12k | 100.25 | |
| AmerisourceBergen (COR) | 0.3 | $1.2M | 5.4k | 225.08 | |
| Wabtec Corporation (WAB) | 0.2 | $1.1M | 6.2k | 181.77 | |
| Cadence Design Systems (CDNS) | 0.2 | $1.1M | 4.1k | 271.03 | |
| Garmin SHS (GRMN) | 0.2 | $1.1M | 6.2k | 176.03 | |
| W.W. Grainger (GWW) | 0.2 | $1.1M | 1.0k | 1038.81 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.0M | 23k | 45.86 | |
| Ecolab (ECL) | 0.2 | $1.0M | 4.0k | 255.33 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $1.0M | 5.7k | 177.36 | |
| Gartner (IT) | 0.2 | $993k | 2.0k | 506.76 | |
| Targa Res Corp (TRGP) | 0.2 | $990k | 6.7k | 148.01 | |
| DaVita (DVA) | 0.2 | $985k | 6.0k | 163.93 | |
| Arista Networks | 0.2 | $970k | 2.5k | 383.82 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $955k | 4.8k | 200.37 | |
| Fair Isaac Corporation (FICO) | 0.2 | $923k | 475.00 | 1943.52 | |
| Ishares Msci Italy Etf (EWI) | 0.2 | $915k | 24k | 38.96 | |
| Ingersoll Rand (IR) | 0.2 | $913k | 9.3k | 98.16 | |
| Rollins (ROL) | 0.2 | $906k | 18k | 50.58 | |
| Mohawk Industries (MHK) | 0.2 | $898k | 5.6k | 160.68 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $888k | 9.8k | 90.40 | |
| Ishares Tr Msci Ireland Etf (EIRL) | 0.2 | $882k | 13k | 68.61 | |
| Ptc (PTC) | 0.2 | $878k | 4.9k | 180.66 | |
| Ishares Msci Sweden Etf (EWD) | 0.2 | $877k | 20k | 43.41 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $877k | 23k | 37.41 | |
| Ishares Msci Eurzone Etf (EZU) | 0.2 | $865k | 17k | 52.23 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $864k | 9.8k | 87.80 | |
| Ishares Tr Msci Poland Etf (EPOL) | 0.2 | $862k | 36k | 24.24 | |
| Ishares Tr Msci Denmark Etf (EDEN) | 0.2 | $859k | 6.8k | 127.02 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $825k | 7.5k | 109.53 | |
| Zions Bancorporation (ZION) | 0.2 | $803k | 17k | 47.22 | |
| AutoZone (AZO) | 0.2 | $803k | 255.00 | 3150.04 | |
| Hasbro (HAS) | 0.2 | $802k | 11k | 72.32 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $801k | 5.9k | 135.44 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $796k | 5.2k | 154.02 | |
| Marriott Intl Cl A (MAR) | 0.2 | $780k | 3.1k | 248.60 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $779k | 42k | 18.48 | |
| Key (KEY) | 0.2 | $774k | 46k | 16.75 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $772k | 1.7k | 465.08 | |
| NVIDIA Corporation (NVDA) | 0.2 | $770k | 6.3k | 121.44 | |
| Leidos Holdings (LDOS) | 0.2 | $766k | 4.7k | 163.00 | |
| Citizens Financial (CFG) | 0.2 | $766k | 19k | 41.07 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $754k | 2.0k | 370.32 | |
| Loews Corporation (L) | 0.2 | $741k | 9.4k | 79.05 | |
| Pentair SHS (PNR) | 0.2 | $735k | 7.5k | 97.79 | |
| Arch Cap Group Ord (ACGL) | 0.2 | $728k | 6.5k | 111.88 | |
| Colgate-Palmolive Company (CL) | 0.2 | $715k | 6.9k | 103.81 | |
| PG&E Corporation (PCG) | 0.2 | $712k | 36k | 19.77 | |
| A. O. Smith Corporation (AOS) | 0.1 | $694k | 7.7k | 89.83 | |
| NetApp (NTAP) | 0.1 | $688k | 5.6k | 123.51 | |
| Martin Marietta Materials (MLM) | 0.1 | $688k | 1.3k | 538.25 | |
| Smurfit Westrock SHS (SW) | 0.1 | $683k | 14k | 49.42 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $664k | 465.00 | 1427.13 | |
| Vulcan Materials Company (VMC) | 0.1 | $661k | 2.6k | 250.43 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $659k | 5.6k | 117.29 | |
| Ge Aerospace Com New (GE) | 0.1 | $640k | 3.4k | 188.58 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $634k | 3.3k | 193.87 | |
| Boston Scientific Corporation (BSX) | 0.1 | $626k | 7.5k | 83.80 | |
| Eaton Corp SHS (ETN) | 0.1 | $619k | 1.9k | 331.44 | |
| Lennar Corp Cl A (LEN) | 0.1 | $618k | 3.3k | 187.48 | |
| Best Buy (BBY) | 0.1 | $592k | 5.7k | 103.30 | |
| Broadcom (AVGO) | 0.1 | $592k | 3.4k | 172.50 | |
| Amphenol Corp Cl A (APH) | 0.1 | $591k | 9.1k | 65.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $586k | 1.3k | 460.26 | |
| Eli Lilly & Co. (LLY) | 0.1 | $579k | 654.00 | 885.94 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $577k | 1.2k | 491.27 | |
| News Corp CL B (NWS) | 0.1 | $571k | 20k | 27.95 | |
| Wal-Mart Stores (WMT) | 0.1 | $565k | 7.0k | 80.75 | |
| V.F. Corporation (VFC) | 0.1 | $555k | 28k | 19.95 | |
| Q2 Holdings (QTWO) | 0.1 | $551k | 6.9k | 79.77 | |
| Oracle Corporation (ORCL) | 0.1 | $540k | 3.2k | 170.40 | |
| Boston Properties (BXP) | 0.1 | $538k | 6.7k | 80.46 | |
| Nrg Energy Com New (NRG) | 0.1 | $537k | 5.9k | 91.10 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $537k | 12k | 44.67 | |
| Lincoln National Corporation (LNC) | 0.1 | $536k | 17k | 31.51 | |
| Fox Corp Cl A Com (FOXA) | 0.1 | $531k | 13k | 42.33 | |
| Ameriprise Financial (AMP) | 0.1 | $529k | 1.1k | 469.81 | |
| Regions Financial Corporation (RF) | 0.1 | $528k | 23k | 23.33 | |
| O'reilly Automotive (ORLY) | 0.1 | $526k | 457.00 | 1151.60 | |
| Thomson Reuters Corp. (TRI) | 0.1 | $526k | 3.1k | 170.60 | |
| Ventas (VTR) | 0.1 | $523k | 8.2k | 64.13 | |
| Eastman Chemical Company (EMN) | 0.1 | $517k | 4.6k | 111.95 | |
| Trane Technologies SHS (TT) | 0.1 | $515k | 1.3k | 388.73 | |
| Progressive Corporation (PGR) | 0.1 | $510k | 2.0k | 253.76 | |
| Peak (DOC) | 0.1 | $506k | 22k | 22.87 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $501k | 4.4k | 114.97 | |
| Caterpillar (CAT) | 0.1 | $501k | 1.3k | 391.12 | |
| Western Digital (WDC) | 0.1 | $497k | 7.3k | 68.29 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $494k | 2.1k | 230.50 | |
| AES Corporation (AES) | 0.1 | $494k | 25k | 20.06 | |
| At&t (T) | 0.1 | $489k | 22k | 22.00 | |
| Essex Property Trust (ESS) | 0.1 | $488k | 1.7k | 295.42 | |
| PerkinElmer (RVTY) | 0.1 | $487k | 3.8k | 127.75 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $487k | 33k | 14.70 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $485k | 3.9k | 123.53 | |
| Ross Stores (ROST) | 0.1 | $485k | 3.2k | 150.51 | |
| U.S. Lime & Minerals (USLM) | 0.1 | $484k | 5.0k | 97.66 | |
| Universal Hlth Svcs CL B (UHS) | 0.1 | $481k | 2.1k | 229.01 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $481k | 2.3k | 206.57 | |
| Incyte Corporation (INCY) | 0.1 | $478k | 7.2k | 66.10 | |
| Bio-techne Corporation (TECH) | 0.1 | $469k | 5.9k | 79.93 | |
| Invesco India Exchange-trade India Etf (PIN) | 0.1 | $467k | 15k | 30.71 | |
| Visa Com Cl A (V) | 0.1 | $467k | 1.7k | 274.95 | |
| Packaging Corporation of America (PKG) | 0.1 | $463k | 2.1k | 215.40 | |
| Applied Industrial Technologies (AIT) | 0.1 | $459k | 2.1k | 223.13 | |
| CorVel Corporation (CRVL) | 0.1 | $455k | 1.4k | 326.89 | |
| Synchrony Financial (SYF) | 0.1 | $449k | 9.0k | 49.88 | |
| Group 1 Automotive (GPI) | 0.1 | $442k | 1.2k | 383.04 | |
| Ametek (AME) | 0.1 | $439k | 2.6k | 171.71 | |
| Cimpress Shs Euro (CMPR) | 0.1 | $437k | 5.3k | 81.92 | |
| Tyson Foods Cl A (TSN) | 0.1 | $429k | 7.2k | 59.56 | |
| Freshpet (FRPT) | 0.1 | $424k | 3.1k | 136.77 | |
| Qualcomm (QCOM) | 0.1 | $421k | 2.5k | 170.05 | |
| RadNet (RDNT) | 0.1 | $419k | 6.0k | 69.39 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $408k | 5.1k | 80.12 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $386k | 4.0k | 97.20 | |
| Constellation Energy (CEG) | 0.1 | $379k | 1.5k | 260.02 | |
| Apple (AAPL) | 0.1 | $364k | 1.6k | 233.00 | |
| Federal Signal Corporation (FSS) | 0.1 | $363k | 3.9k | 93.46 | |
| Urban Outfitters (URBN) | 0.1 | $360k | 9.4k | 38.31 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $354k | 8.6k | 41.19 | |
| Semtech Corporation (SMTC) | 0.1 | $342k | 7.5k | 45.66 | |
| Badger Meter (BMI) | 0.1 | $337k | 1.5k | 218.41 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $329k | 3.4k | 96.38 | |
| Stride (LRN) | 0.1 | $328k | 3.8k | 85.31 | |
| Axon Enterprise (AXON) | 0.1 | $327k | 818.00 | 399.60 | |
| M/I Homes (MHO) | 0.1 | $325k | 1.9k | 171.36 | |
| Moog Cl A (MOG.A) | 0.1 | $325k | 1.6k | 202.02 | |
| Pennymac Financial Services (PFSI) | 0.1 | $317k | 2.8k | 113.97 | |
| Pegasystems (PEGA) | 0.1 | $315k | 4.3k | 73.09 | |
| Alkami Technology (ALKT) | 0.1 | $309k | 9.8k | 31.54 | |
| InterDigital (IDCC) | 0.1 | $307k | 2.2k | 141.63 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $304k | 22k | 13.63 | |
| Essent (ESNT) | 0.1 | $299k | 4.6k | 64.29 | |
| Trinity Industries (TRN) | 0.1 | $290k | 8.3k | 34.84 | |
| ICF International (ICFI) | 0.1 | $289k | 1.7k | 166.79 | |
| Sap Se Spon Adr (SAP) | 0.1 | $289k | 1.3k | 229.10 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $286k | 1.8k | 159.45 | |
| MercadoLibre (MELI) | 0.1 | $283k | 138.00 | 2051.96 | |
| ESCO Technologies (ESE) | 0.1 | $277k | 2.1k | 128.98 | |
| Welltower Inc Com reit (WELL) | 0.1 | $274k | 2.1k | 128.03 | |
| Outfront Media | 0.1 | $272k | 15k | 18.38 | |
| Tennant Company (TNC) | 0.1 | $270k | 2.8k | 96.04 | |
| Cargurus Com Cl A (CARG) | 0.1 | $265k | 8.8k | 30.03 | |
| Vontier Corporation (VNT) | 0.1 | $264k | 7.8k | 33.74 | |
| Banco Santander Adr (SAN) | 0.1 | $257k | 51k | 5.10 | |
| Nvent Electric SHS (NVT) | 0.1 | $253k | 3.6k | 70.26 | |
| Phillips 66 (PSX) | 0.1 | $251k | 1.9k | 131.45 | |
| Warrior Met Coal (HCC) | 0.1 | $250k | 3.9k | 63.90 | |
| Procter & Gamble Company (PG) | 0.1 | $248k | 1.4k | 173.20 | |
| Ferrari Nv Ord (RACE) | 0.1 | $248k | 527.00 | 470.11 | |
| Urban Edge Pptys (UE) | 0.1 | $244k | 11k | 21.39 | |
| Ing Groep Sponsored Adr (ING) | 0.1 | $242k | 13k | 18.16 | |
| Wiley John & Sons Cl A (WLY) | 0.1 | $236k | 4.9k | 48.25 | |
| OSI Systems (OSIS) | 0.1 | $234k | 1.5k | 151.83 | |
| HNI Corporation (HNI) | 0.0 | $231k | 4.3k | 53.84 | |
| Rbc Cad (RY) | 0.0 | $230k | 1.8k | 124.73 | |
| Myriad Genetics (MYGN) | 0.0 | $229k | 8.4k | 27.39 | |
| Relx Sponsored Adr (RELX) | 0.0 | $228k | 4.8k | 47.46 | |
| Park National Corporation (PRK) | 0.0 | $227k | 1.4k | 167.98 | |
| UFP Technologies (UFPT) | 0.0 | $224k | 708.00 | 316.70 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $219k | 2.8k | 79.45 | |
| Adma Biologics (ADMA) | 0.0 | $216k | 11k | 19.99 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $216k | 34k | 6.39 | |
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $214k | 5.8k | 37.15 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $210k | 4.6k | 45.19 | |
| Steel Dynamics (STLD) | 0.0 | $201k | 1.6k | 126.08 | |
| Cameco Corporation (CCJ) | 0.0 | $201k | 4.2k | 47.76 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $200k | 2.4k | 83.00 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $199k | 1.2k | 162.91 | |
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $198k | 11k | 17.31 | |
| Vericel (VCEL) | 0.0 | $192k | 4.5k | 42.25 | |
| Icon SHS (ICLR) | 0.0 | $190k | 660.00 | 287.31 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $181k | 4.5k | 40.31 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $175k | 2.2k | 79.42 | |
| Teekay Tankers Cl A | 0.0 | $175k | 3.0k | 58.25 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $173k | 2.1k | 80.78 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $164k | 1.4k | 119.07 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $157k | 3.2k | 48.98 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $149k | 262.00 | 568.66 | |
| TJX Companies (TJX) | 0.0 | $142k | 1.2k | 117.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $116k | 202.00 | 574.98 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $89k | 1.3k | 67.85 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $86k | 1.0k | 83.09 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $75k | 339.00 | 221.10 | |
| Norfolk Southern (NSC) | 0.0 | $75k | 300.00 | 248.50 | |
| Ies Hldgs (IESC) | 0.0 | $68k | 341.00 | 199.62 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $66k | 658.00 | 100.72 | |
| Comfort Systems USA (FIX) | 0.0 | $59k | 152.00 | 390.35 | |
| Lithia Motors (LAD) | 0.0 | $58k | 182.00 | 317.64 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $50k | 932.00 | 53.63 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $46k | 163.00 | 280.47 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $42k | 816.00 | 51.50 | |
| Csw Industrials (CSW) | 0.0 | $41k | 113.00 | 366.39 | |
| Itron (ITRI) | 0.0 | $36k | 339.00 | 106.81 | |
| Vistra Energy (VST) | 0.0 | $32k | 273.00 | 118.54 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $32k | 573.00 | 55.40 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $30k | 125.00 | 243.31 | |
| Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $30k | 3.7k | 8.09 | |
| Integer Hldgs (ITGR) | 0.0 | $29k | 223.00 | 130.00 | |
| Walt Disney Company (DIS) | 0.0 | $29k | 300.00 | 96.19 | |
| Boise Cascade (BCC) | 0.0 | $29k | 202.00 | 140.98 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $28k | 714.00 | 39.40 | |
| Evercore Class A (EVR) | 0.0 | $28k | 109.00 | 253.34 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $28k | 249.00 | 110.41 | |
| Onto Innovation (ONTO) | 0.0 | $27k | 131.00 | 207.56 | |
| Chord Energy Corporation Com New (CHRD) | 0.0 | $27k | 207.00 | 130.23 | |
| Gms | 0.0 | $27k | 295.00 | 90.57 | |
| Curtiss-Wright (CW) | 0.0 | $26k | 80.00 | 328.69 | |
| Tesla Motors (TSLA) | 0.0 | $26k | 100.00 | 261.63 | |
| Toll Brothers (TOL) | 0.0 | $26k | 169.00 | 154.49 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $25k | 1.1k | 23.30 | |
| Mueller Industries (MLI) | 0.0 | $25k | 336.00 | 74.10 | |
| Lennox International (LII) | 0.0 | $25k | 41.00 | 604.29 | |
| Ryder System (R) | 0.0 | $25k | 169.00 | 145.80 | |
| Manhattan Associates (MANH) | 0.0 | $24k | 86.00 | 281.38 | |
| Kirby Corporation (KEX) | 0.0 | $24k | 193.00 | 122.43 | |
| Clean Harbors (CLH) | 0.0 | $23k | 97.00 | 241.71 | |
| Tetra Tech (TTEK) | 0.0 | $23k | 495.00 | 47.16 | |
| Caci Intl Cl A (CACI) | 0.0 | $23k | 46.00 | 504.57 | |
| Cdw (CDW) | 0.0 | $23k | 100.00 | 226.30 | |
| Ufp Industries (UFPI) | 0.0 | $23k | 172.00 | 131.21 | |
| West Pharmaceutical Services (WST) | 0.0 | $23k | 75.00 | 300.16 | |
| Carlisle Companies (CSL) | 0.0 | $23k | 50.00 | 449.76 | |
| Topbuild (BLD) | 0.0 | $22k | 55.00 | 406.82 | |
| Otter Tail Corporation (OTTR) | 0.0 | $22k | 284.00 | 78.16 | |
| Bwx Technologies (BWXT) | 0.0 | $22k | 203.00 | 108.70 | |
| Emcor (EME) | 0.0 | $22k | 51.00 | 430.53 | |
| New York Times Cl A (NYT) | 0.0 | $22k | 390.00 | 55.67 | |
| Owens Corning (OC) | 0.0 | $22k | 122.00 | 176.52 | |
| Primerica (PRI) | 0.0 | $22k | 81.00 | 265.15 | |
| Flowserve Corporation (FLS) | 0.0 | $22k | 415.00 | 51.69 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $21k | 132.00 | 157.16 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $21k | 337.00 | 61.50 | |
| Old Republic International Corporation (ORI) | 0.0 | $21k | 583.00 | 35.42 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $21k | 306.00 | 66.91 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $20k | 23.00 | 884.74 | |
| Watsco, Incorporated (WSO) | 0.0 | $20k | 41.00 | 491.88 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $20k | 91.00 | 217.87 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $20k | 55.00 | 358.35 | |
| Science App Int'l (SAIC) | 0.0 | $20k | 141.00 | 139.27 | |
| Williams-Sonoma (WSM) | 0.0 | $20k | 126.00 | 154.92 | |
| Burlington Stores (BURL) | 0.0 | $19k | 72.00 | 263.49 | |
| Rb Global (RBA) | 0.0 | $19k | 232.00 | 80.49 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $18k | 63.00 | 289.21 | |
| Casey's General Stores (CASY) | 0.0 | $18k | 48.00 | 375.71 | |
| Medpace Hldgs (MEDP) | 0.0 | $18k | 54.00 | 333.80 | |
| Kadant (KAI) | 0.0 | $18k | 53.00 | 338.00 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $18k | 165.00 | 107.51 | |
| Msa Safety Inc equity (MSA) | 0.0 | $18k | 100.00 | 177.34 | |
| Pure Storage Cl A (PSTG) | 0.0 | $17k | 344.00 | 50.24 | |
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $17k | 425.00 | 40.55 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $17k | 499.00 | 33.18 | |
| Ally Financial (ALLY) | 0.0 | $16k | 450.00 | 35.59 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $15k | 133.00 | 115.22 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $15k | 1.0k | 15.20 | |
| Dell Technologies CL C (DELL) | 0.0 | $14k | 121.00 | 118.54 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $14k | 26.00 | 527.65 | |
| Super Micro Computer | 0.0 | $13k | 32.00 | 416.41 | |
| Avnet (AVT) | 0.0 | $13k | 240.00 | 54.31 | |
| Aar (AIR) | 0.0 | $11k | 174.00 | 65.36 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $9.1k | 221.00 | 41.12 | |
| Servicenow (NOW) | 0.0 | $8.9k | 10.00 | 894.40 | |
| S&p Global (SPGI) | 0.0 | $5.7k | 11.00 | 516.64 | |
| Autodesk (ADSK) | 0.0 | $5.5k | 20.00 | 275.50 | |
| Analog Devices (ADI) | 0.0 | $5.1k | 22.00 | 230.18 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $4.9k | 471.00 | 10.38 | |
| Datadog Cl A Com (DDOG) | 0.0 | $4.6k | 40.00 | 115.05 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $4.3k | 18.00 | 240.00 | |
| Ncr Atleos Corporation Com Shs (NATL) | 0.0 | $4.1k | 142.00 | 28.53 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $3.9k | 51.00 | 76.76 | |
| Verizon Communications (VZ) | 0.0 | $3.9k | 87.00 | 44.91 | |
| NCR Corporation (VYX) | 0.0 | $3.9k | 284.00 | 13.57 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $3.8k | 6.00 | 631.83 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $3.7k | 24.00 | 153.12 | |
| Palo Alto Networks (PANW) | 0.0 | $3.4k | 10.00 | 341.80 | |
| Globant S A (GLOB) | 0.0 | $3.4k | 17.00 | 198.12 | |
| Roku Com Cl A (ROKU) | 0.0 | $3.4k | 45.00 | 74.67 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3k | 4.00 | 833.25 | |
| Micron Technology (MU) | 0.0 | $3.0k | 29.00 | 103.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $3.0k | 18.00 | 165.83 | |
| Goldman Sachs (GS) | 0.0 | $3.0k | 6.00 | 495.17 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.9k | 12.00 | 243.08 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.8k | 50.00 | 56.50 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $2.6k | 25.00 | 104.68 | |
| Sealed Air (SEE) | 0.0 | $2.2k | 60.00 | 36.30 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.1k | 12.00 | 178.17 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.9k | 5.00 | 389.20 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.8k | 16.00 | 113.00 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $1.3k | 25.00 | 51.04 | |
| Teradata Corporation (TDC) | 0.0 | $909.999000 | 30.00 | 30.33 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $611.003200 | 74.00 | 8.26 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $435.000000 | 4.00 | 108.75 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $294.000000 | 3.00 | 98.00 | |
| Biodexa Pharmaceuticals Spon Ads New | 0.0 | $282.000000 | 1.0k | 0.28 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $90.000000 | 9.00 | 10.00 |