Contravisory Investment Management as of June 30, 2025
Portfolio Holdings for Contravisory Investment Management
Contravisory Investment Management holds 370 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 3.7 | $19M | 24k | 767.34 | |
| Netflix (NFLX) | 3.6 | $18M | 14k | 1339.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.5 | $13M | 55k | 226.49 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $12M | 43k | 289.91 | |
| Cintas Corporation (CTAS) | 2.4 | $12M | 54k | 222.87 | |
| Ubs Group SHS (UBS) | 2.3 | $12M | 345k | 33.82 | |
| Meta Platforms Cl A (META) | 2.2 | $11M | 16k | 738.09 | |
| Bank of America Corporation (BAC) | 2.2 | $11M | 236k | 47.32 | |
| Costco Wholesale Corporation (COST) | 2.1 | $11M | 11k | 989.94 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.1 | $11M | 110k | 98.38 | |
| Amazon (AMZN) | 2.0 | $10M | 46k | 219.39 | |
| American Express Company (AXP) | 2.0 | $10M | 32k | 318.98 | |
| Labcorp Holdings Com Shs (LH) | 2.0 | $10M | 38k | 262.51 | |
| International Business Machines (IBM) | 2.0 | $10M | 34k | 294.78 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $9.9M | 18k | 561.94 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $9.6M | 66k | 146.02 | |
| AFLAC Incorporated (AFL) | 1.9 | $9.6M | 91k | 105.46 | |
| Apple (AAPL) | 1.9 | $9.5M | 47k | 205.17 | |
| Goldman Sachs (GS) | 1.8 | $9.3M | 13k | 707.75 | |
| Bj's Wholesale Club Holdings (BJ) | 1.8 | $9.2M | 86k | 107.83 | |
| CMS Energy Corporation (CMS) | 1.8 | $9.1M | 131k | 69.28 | |
| Corpay Com Shs (CPAY) | 1.7 | $8.8M | 27k | 331.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $8.8M | 49k | 177.39 | |
| Motorola Solutions Com New (MSI) | 1.7 | $8.7M | 21k | 420.46 | |
| Us Foods Hldg Corp call (USFD) | 1.7 | $8.4M | 110k | 77.01 | |
| Stryker Corporation (SYK) | 1.7 | $8.4M | 21k | 395.63 | |
| Barclays Adr (BCS) | 1.7 | $8.4M | 454k | 18.59 | |
| Fiserv (FI) | 1.6 | $8.4M | 49k | 172.41 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $8.2M | 15k | 543.41 | |
| Automatic Data Processing (ADP) | 1.6 | $8.0M | 26k | 308.40 | |
| Wal-Mart Stores (WMT) | 1.6 | $8.0M | 82k | 97.78 | |
| Waste Connections (WCN) | 1.5 | $7.8M | 42k | 186.72 | |
| Oneok (OKE) | 1.5 | $7.5M | 92k | 81.63 | |
| Xcel Energy (XEL) | 1.4 | $7.2M | 106k | 68.10 | |
| AvalonBay Communities (AVB) | 1.4 | $7.0M | 34k | 203.50 | |
| Chevron Corporation (CVX) | 1.3 | $6.8M | 47k | 143.19 | |
| Copart (CPRT) | 1.3 | $6.7M | 137k | 49.07 | |
| Equity Residential Sh Ben Int (EQR) | 1.3 | $6.5M | 97k | 67.49 | |
| Bristol Myers Squibb (BMY) | 1.2 | $6.3M | 136k | 46.29 | |
| Eli Lilly & Co. (LLY) | 0.5 | $2.5M | 3.2k | 779.53 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.9M | 36k | 52.37 | |
| Howmet Aerospace (HWM) | 0.4 | $1.9M | 9.9k | 186.13 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.8M | 22k | 84.81 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.8M | 5.5k | 320.12 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.8M | 16k | 108.53 | |
| AmerisourceBergen (COR) | 0.3 | $1.6M | 5.4k | 299.85 | |
| Ecolab (ECL) | 0.3 | $1.3M | 5.0k | 269.44 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $1.3M | 4.2k | 313.14 | |
| Wabtec Corporation (WAB) | 0.3 | $1.3M | 6.3k | 209.35 | |
| Fair Isaac Corporation (FICO) | 0.3 | $1.3M | 697.00 | 1827.96 | |
| Garmin SHS (GRMN) | 0.2 | $1.2M | 6.0k | 208.72 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | 14k | 89.39 | |
| At&t (T) | 0.2 | $1.2M | 41k | 28.94 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.2M | 4.6k | 253.23 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $1.2M | 4.3k | 274.28 | |
| Ishares Msci Italy Etf (EWI) | 0.2 | $1.2M | 24k | 48.14 | |
| Ishares Msci Germany Etf (EWG) | 0.2 | $1.1M | 27k | 42.31 | |
| Targa Res Corp (TRGP) | 0.2 | $1.1M | 6.5k | 174.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | 2.3k | 485.77 | |
| Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.1M | 18k | 59.45 | |
| W.W. Grainger (GWW) | 0.2 | $1.1M | 1.0k | 1040.24 | |
| Ishares Msci Singpor Etf (EWS) | 0.2 | $1.0M | 40k | 25.98 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $1.0M | 4.7k | 221.25 | |
| Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $1.0M | 26k | 39.72 | |
| Ishares Msci Sweden Etf (EWD) | 0.2 | $1.0M | 22k | 45.74 | |
| Rollins (ROL) | 0.2 | $1.0M | 18k | 56.42 | |
| Insulet Corporation (PODD) | 0.2 | $997k | 3.2k | 314.18 | |
| AutoZone (AZO) | 0.2 | $991k | 267.00 | 3712.23 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $974k | 20k | 48.24 | |
| Paycom Software (PAYC) | 0.2 | $955k | 4.1k | 231.40 | |
| Abbvie (ABBV) | 0.2 | $941k | 5.1k | 185.62 | |
| Kroger (KR) | 0.2 | $934k | 13k | 71.73 | |
| Nrg Energy Com New (NRG) | 0.2 | $931k | 5.8k | 160.58 | |
| Marriott Intl Cl A (MAR) | 0.2 | $919k | 3.4k | 273.21 | |
| Verizon Communications (VZ) | 0.2 | $914k | 21k | 43.27 | |
| Darden Restaurants (DRI) | 0.2 | $892k | 4.1k | 217.97 | |
| Loews Corporation (L) | 0.2 | $878k | 9.6k | 91.66 | |
| Northern Trust Corporation (NTRS) | 0.2 | $876k | 6.9k | 126.79 | |
| Evergy (EVRG) | 0.2 | $865k | 13k | 68.93 | |
| DaVita (DVA) | 0.2 | $862k | 6.1k | 142.45 | |
| Welltower Inc Com reit (WELL) | 0.2 | $862k | 5.6k | 153.73 | |
| NVIDIA Corporation (NVDA) | 0.2 | $855k | 5.4k | 157.99 | |
| F5 Networks (FFIV) | 0.2 | $849k | 2.9k | 294.32 | |
| Broadcom (AVGO) | 0.2 | $846k | 3.1k | 275.65 | |
| Globe Life (GL) | 0.2 | $837k | 6.7k | 124.29 | |
| Pentair SHS (PNR) | 0.2 | $835k | 8.1k | 102.66 | |
| Jack Henry & Associates (JKHY) | 0.2 | $809k | 4.5k | 180.17 | |
| Regency Centers Corporation (REG) | 0.2 | $799k | 11k | 71.23 | |
| Mosaic (MOS) | 0.2 | $796k | 22k | 36.48 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $794k | 3.6k | 218.64 | |
| CF Industries Holdings (CF) | 0.2 | $788k | 8.6k | 92.00 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $786k | 9.7k | 80.97 | |
| Ge Aerospace Com New (GE) | 0.2 | $780k | 3.0k | 257.39 | |
| Amphenol Corp Cl A (APH) | 0.2 | $779k | 7.9k | 98.75 | |
| Incyte Corporation (INCY) | 0.2 | $772k | 11k | 68.10 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $772k | 5.6k | 138.68 | |
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $748k | 7.8k | 95.95 | |
| CBOE Holdings (CBOE) | 0.1 | $741k | 3.2k | 233.21 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $731k | 5.4k | 134.79 | |
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $724k | 4.9k | 147.52 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $721k | 6.4k | 112.69 | |
| LKQ Corporation (LKQ) | 0.1 | $700k | 19k | 37.01 | |
| Snap-on Incorporated (SNA) | 0.1 | $694k | 2.2k | 311.18 | |
| News Corp CL B (NWS) | 0.1 | $688k | 20k | 34.31 | |
| Fox Corp Cl A Com (FOXA) | 0.1 | $687k | 12k | 56.04 | |
| Verisign (VRSN) | 0.1 | $686k | 2.4k | 288.80 | |
| Oracle Corporation (ORCL) | 0.1 | $665k | 3.0k | 218.63 | |
| Boston Scientific Corporation (BSX) | 0.1 | $663k | 6.2k | 107.41 | |
| Abbott Laboratories (ABT) | 0.1 | $631k | 4.6k | 136.01 | |
| Tapestry (TPR) | 0.1 | $624k | 7.1k | 87.81 | |
| General Dynamics Corporation (GD) | 0.1 | $615k | 2.1k | 291.66 | |
| DNP Select Income Fund (DNP) | 0.1 | $612k | 63k | 9.79 | |
| NiSource (NI) | 0.1 | $612k | 15k | 40.34 | |
| Cisco Systems (CSCO) | 0.1 | $611k | 8.8k | 69.38 | |
| Gilead Sciences (GILD) | 0.1 | $605k | 5.5k | 110.87 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $595k | 7.3k | 81.66 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $592k | 2.7k | 217.33 | |
| Synchrony Financial (SYF) | 0.1 | $592k | 8.9k | 66.74 | |
| Ameriprise Financial (AMP) | 0.1 | $591k | 1.1k | 533.73 | |
| Williams Companies (WMB) | 0.1 | $590k | 9.4k | 62.81 | |
| Visa Com Cl A (V) | 0.1 | $589k | 1.7k | 355.05 | |
| O'reilly Automotive (ORLY) | 0.1 | $585k | 6.5k | 90.13 | |
| Thomson Reuters Corp. (TRI) | 0.1 | $585k | 2.9k | 201.13 | |
| Lincoln National Corporation (LNC) | 0.1 | $579k | 17k | 34.60 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $569k | 2.1k | 266.34 | |
| Dollar Tree (DLTR) | 0.1 | $565k | 5.7k | 99.04 | |
| Q2 Holdings (QTWO) | 0.1 | $560k | 6.0k | 93.59 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $554k | 1.2k | 467.82 | |
| Trane Technologies SHS (TT) | 0.1 | $554k | 1.3k | 437.41 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $553k | 3.1k | 179.63 | |
| Palo Alto Networks (PANW) | 0.1 | $551k | 2.7k | 204.64 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $548k | 33k | 16.76 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $539k | 15k | 36.76 | |
| Ishares Tr Msci Peru And Gl (EPU) | 0.1 | $536k | 11k | 48.59 | |
| Alliant Energy Corporation (LNT) | 0.1 | $535k | 8.8k | 60.47 | |
| Progressive Corporation (PGR) | 0.1 | $535k | 2.0k | 266.86 | |
| Southwest Airlines (LUV) | 0.1 | $530k | 16k | 32.44 | |
| Dollar General (DG) | 0.1 | $526k | 4.6k | 114.38 | |
| Fortinet (FTNT) | 0.1 | $523k | 5.0k | 105.72 | |
| Stride (LRN) | 0.1 | $520k | 3.6k | 145.19 | |
| Paramount Global Class B Com (PARA) | 0.1 | $514k | 40k | 12.90 | |
| Jacobs Engineering Group (J) | 0.1 | $514k | 3.9k | 131.45 | |
| Ventas (VTR) | 0.1 | $512k | 8.1k | 63.15 | |
| Ishares Msci Hong Kg Etf (EWH) | 0.1 | $511k | 26k | 19.86 | |
| Ishares Tr Msci Uae Etf (UAE) | 0.1 | $509k | 27k | 18.72 | |
| Mid-America Apartment (MAA) | 0.1 | $508k | 3.4k | 148.01 | |
| Coca-Cola Company (KO) | 0.1 | $506k | 7.2k | 70.75 | |
| Live Nation Entertainment (LYV) | 0.1 | $504k | 3.3k | 151.28 | |
| Steris Shs Usd (STE) | 0.1 | $498k | 2.1k | 240.22 | |
| Eversource Energy (ES) | 0.1 | $498k | 7.8k | 63.62 | |
| FactSet Research Systems (FDS) | 0.1 | $498k | 1.1k | 447.28 | |
| Huntington Ingalls Inds (HII) | 0.1 | $496k | 2.1k | 241.46 | |
| Trimble Navigation (TRMB) | 0.1 | $494k | 6.5k | 75.98 | |
| Invitation Homes (INVH) | 0.1 | $494k | 15k | 32.80 | |
| Servicenow (NOW) | 0.1 | $494k | 480.00 | 1028.08 | |
| Principal Financial (PFG) | 0.1 | $491k | 6.2k | 79.43 | |
| Walgreen Boots Alliance | 0.1 | $487k | 42k | 11.48 | |
| Metropcs Communications (TMUS) | 0.1 | $486k | 2.0k | 238.26 | |
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $483k | 5.7k | 84.73 | |
| Axon Enterprise (AXON) | 0.1 | $483k | 583.00 | 827.94 | |
| Aptiv Com Shs (APTV) | 0.1 | $481k | 7.1k | 68.22 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $480k | 6.3k | 75.82 | |
| Constellation Energy (CEG) | 0.1 | $480k | 1.5k | 322.76 | |
| Allegion Ord Shs (ALLE) | 0.1 | $479k | 3.3k | 144.12 | |
| Unilever Spon Adr New (UL) | 0.1 | $476k | 7.8k | 61.17 | |
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $476k | 18k | 26.01 | |
| Udr (UDR) | 0.1 | $471k | 12k | 40.83 | |
| Group 1 Automotive (GPI) | 0.1 | $470k | 1.1k | 436.71 | |
| Essex Property Trust (ESS) | 0.1 | $467k | 1.6k | 283.40 | |
| Tyson Foods Cl A (TSN) | 0.1 | $464k | 8.3k | 55.94 | |
| International Paper Company (IP) | 0.1 | $464k | 9.9k | 46.83 | |
| Ametek (AME) | 0.1 | $463k | 2.6k | 180.96 | |
| InterDigital (IDCC) | 0.1 | $457k | 2.0k | 224.23 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $455k | 5.1k | 89.47 | |
| Palomar Hldgs (PLMR) | 0.1 | $452k | 2.9k | 154.25 | |
| CenterPoint Energy (CNP) | 0.1 | $441k | 12k | 36.74 | |
| FirstEnergy (FE) | 0.1 | $437k | 11k | 40.26 | |
| CorVel Corporation (CRVL) | 0.1 | $433k | 4.2k | 102.78 | |
| Smucker J M Com New (SJM) | 0.1 | $432k | 4.4k | 98.20 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $423k | 8.8k | 48.09 | |
| Jabil Circuit (JBL) | 0.1 | $412k | 1.9k | 218.10 | |
| ESCO Technologies (ESE) | 0.1 | $410k | 2.1k | 191.87 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $390k | 9.4k | 41.42 | |
| MercadoLibre (MELI) | 0.1 | $371k | 142.00 | 2613.63 | |
| Kinder Morgan (KMI) | 0.1 | $369k | 13k | 29.40 | |
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $358k | 12k | 29.28 | |
| Corteva (CTVA) | 0.1 | $348k | 4.7k | 74.53 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.1 | $346k | 8.2k | 42.19 | |
| Sap Se Spon Adr (SAP) | 0.1 | $339k | 1.1k | 304.10 | |
| Granite Construction (GVA) | 0.1 | $337k | 3.6k | 93.51 | |
| OSI Systems (OSIS) | 0.1 | $337k | 1.5k | 224.86 | |
| Excelerate Energy Cl A Com (EE) | 0.1 | $320k | 11k | 29.32 | |
| Argan (AGX) | 0.1 | $319k | 1.4k | 220.48 | |
| Hawkins (HWKN) | 0.1 | $318k | 2.2k | 142.10 | |
| Cheesecake Factory Incorporated (CAKE) | 0.1 | $310k | 5.0k | 62.66 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $303k | 592.00 | 512.31 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $302k | 5.0k | 60.79 | |
| eBay (EBAY) | 0.1 | $295k | 4.0k | 74.46 | |
| KAR Auction Services (KAR) | 0.1 | $293k | 12k | 24.45 | |
| Worthington Industries (WOR) | 0.1 | $291k | 4.6k | 63.64 | |
| Relx Sponsored Adr (RELX) | 0.1 | $287k | 5.3k | 54.34 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $283k | 6.0k | 47.33 | |
| Ferrari Nv Ord (RACE) | 0.1 | $283k | 576.00 | 490.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $278k | 2.5k | 113.41 | |
| CVR Energy (CVI) | 0.1 | $272k | 10k | 26.85 | |
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $271k | 8.6k | 31.58 | |
| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $270k | 37k | 7.24 | |
| Sonic Automotive Cl A (SAH) | 0.1 | $270k | 3.4k | 79.93 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $270k | 1.8k | 148.92 | |
| Mirum Pharmaceuticals (MIRM) | 0.1 | $270k | 5.3k | 50.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $269k | 1.5k | 176.23 | |
| O-i Glass (OI) | 0.1 | $269k | 18k | 14.74 | |
| Godaddy Cl A (GDDY) | 0.1 | $269k | 1.5k | 180.06 | |
| Rbc Cad (RY) | 0.1 | $269k | 2.0k | 131.55 | |
| AZZ Incorporated (AZZ) | 0.1 | $265k | 2.8k | 94.48 | |
| Enova Intl (ENVA) | 0.1 | $263k | 2.4k | 111.52 | |
| VSE Corporation (VSEC) | 0.1 | $260k | 2.0k | 130.98 | |
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $258k | 50k | 5.18 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.1 | $257k | 2.3k | 113.68 | |
| Air Products & Chemicals (APD) | 0.1 | $257k | 911.00 | 282.06 | |
| Stock Yards Ban (SYBT) | 0.1 | $256k | 3.2k | 78.98 | |
| Chefs Whse (CHEF) | 0.1 | $255k | 4.0k | 63.81 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.1 | $255k | 32k | 8.09 | |
| First Merchants Corporation (FRME) | 0.0 | $251k | 6.6k | 38.30 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $250k | 9.6k | 26.03 | |
| Dana Holding Corporation (DAN) | 0.0 | $247k | 14k | 17.15 | |
| U.S. Lime & Minerals (USLM) | 0.0 | $247k | 2.5k | 99.80 | |
| Enbridge (ENB) | 0.0 | $246k | 5.4k | 45.32 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $246k | 29k | 8.48 | |
| Siriuspoint (SPNT) | 0.0 | $246k | 12k | 20.39 | |
| Vita Coco Co Inc/the (COCO) | 0.0 | $245k | 6.8k | 36.10 | |
| Evertec (EVTC) | 0.0 | $235k | 6.5k | 36.05 | |
| Huron Consulting (HURN) | 0.0 | $231k | 1.7k | 137.54 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $229k | 5.7k | 40.56 | |
| Procter & Gamble Company (PG) | 0.0 | $228k | 1.4k | 159.32 | |
| Perdoceo Ed Corp (PRDO) | 0.0 | $227k | 6.9k | 32.69 | |
| Ye Cl A (YELP) | 0.0 | $226k | 6.6k | 34.27 | |
| Itron (ITRI) | 0.0 | $225k | 1.7k | 131.63 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $224k | 395.00 | 566.99 | |
| Weis Markets (WMK) | 0.0 | $223k | 3.1k | 72.49 | |
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $222k | 8.1k | 27.40 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $213k | 21k | 10.07 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.0 | $212k | 3.7k | 57.79 | |
| Gcm Grosvenor Com Cl A (GCMG) | 0.0 | $209k | 18k | 11.56 | |
| Mueller Industries (MLI) | 0.0 | $208k | 2.6k | 79.47 | |
| Upwork (UPWK) | 0.0 | $203k | 15k | 13.44 | |
| Fluor Corporation (FLR) | 0.0 | $197k | 3.9k | 51.27 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $196k | 644.00 | 304.83 | |
| Adma Biologics (ADMA) | 0.0 | $196k | 11k | 18.21 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $195k | 2.0k | 97.34 | |
| Caterpillar (CAT) | 0.0 | $194k | 500.00 | 388.21 | |
| Badger Meter (BMI) | 0.0 | $192k | 782.00 | 244.95 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $175k | 5.8k | 30.43 | |
| Tesla Motors (TSLA) | 0.0 | $174k | 549.00 | 317.66 | |
| Integer Hldgs (ITGR) | 0.0 | $174k | 1.4k | 122.97 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $172k | 5.6k | 30.58 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $171k | 1.3k | 131.78 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $162k | 3.5k | 46.45 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $158k | 2.0k | 79.50 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $157k | 6.4k | 24.38 | |
| Applied Industrial Technologies (AIT) | 0.0 | $150k | 645.00 | 232.45 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $149k | 6.1k | 24.44 | |
| Schlumberger Com Stk (SLB) | 0.0 | $143k | 4.2k | 33.80 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $142k | 230.00 | 617.43 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $129k | 2.7k | 48.31 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $111k | 3.9k | 28.05 | |
| Digital Realty Trust (DLR) | 0.0 | $82k | 470.00 | 174.33 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $77k | 358.00 | 215.99 | |
| Norfolk Southern (NSC) | 0.0 | $77k | 300.00 | 255.97 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $75k | 454.00 | 164.64 | |
| Pennymac Financial Services (PFSI) | 0.0 | $73k | 734.00 | 99.64 | |
| Lithia Motors (LAD) | 0.0 | $62k | 182.00 | 337.82 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $60k | 1.7k | 35.69 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $59k | 2.3k | 25.30 | |
| Franklin Resources (BEN) | 0.0 | $57k | 2.4k | 23.85 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $55k | 107.00 | 509.31 | |
| Merck & Co (MRK) | 0.0 | $54k | 683.00 | 79.16 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $53k | 523.00 | 100.69 | |
| Vistra Energy (VST) | 0.0 | $40k | 205.00 | 193.81 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.0 | $39k | 619.00 | 63.67 | |
| Walt Disney Company (DIS) | 0.0 | $37k | 300.00 | 124.01 | |
| Key (KEY) | 0.0 | $35k | 2.0k | 17.42 | |
| Citizens Financial (CFG) | 0.0 | $35k | 772.00 | 44.75 | |
| Curtiss-Wright (CW) | 0.0 | $33k | 68.00 | 488.54 | |
| Invesco SHS (IVZ) | 0.0 | $33k | 2.1k | 15.77 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $31k | 564.00 | 55.41 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $31k | 125.00 | 248.35 | |
| Duolingo Cl A Com (DUOL) | 0.0 | $30k | 74.00 | 410.01 | |
| Flex Ord (FLEX) | 0.0 | $30k | 601.00 | 49.92 | |
| Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $29k | 3.7k | 7.75 | |
| Guidewire Software (GWRE) | 0.0 | $27k | 115.00 | 235.45 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $26k | 240.00 | 109.91 | |
| Equitable Holdings (EQH) | 0.0 | $26k | 470.00 | 56.10 | |
| Rb Global (RBA) | 0.0 | $25k | 232.00 | 106.19 | |
| Casey's General Stores (CASY) | 0.0 | $25k | 48.00 | 510.27 | |
| First Horizon National Corporation (FHN) | 0.0 | $24k | 1.1k | 21.20 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $23k | 489.00 | 47.06 | |
| Old Republic International Corporation (ORI) | 0.0 | $22k | 583.00 | 38.44 | |
| Primerica (PRI) | 0.0 | $22k | 81.00 | 273.67 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $22k | 39.00 | 568.03 | |
| Performance Food (PFGC) | 0.0 | $22k | 248.00 | 87.47 | |
| AECOM Technology Corporation (ACM) | 0.0 | $22k | 191.00 | 112.86 | |
| Itt (ITT) | 0.0 | $21k | 135.00 | 156.83 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $21k | 20.00 | 1056.40 | |
| East West Ban (EWBC) | 0.0 | $21k | 206.00 | 100.98 | |
| Docusign (DOCU) | 0.0 | $21k | 263.00 | 77.89 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $21k | 1.1k | 18.82 | |
| Rocket Lab Corp (RKLB) | 0.0 | $20k | 571.00 | 35.77 | |
| Ryder System (R) | 0.0 | $20k | 123.00 | 159.00 | |
| Gamestop Corp Cl A (GME) | 0.0 | $19k | 761.00 | 24.39 | |
| Cdw (CDW) | 0.0 | $18k | 100.00 | 178.59 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $18k | 64.00 | 276.38 | |
| Carvana Cl A (CVNA) | 0.0 | $18k | 52.00 | 336.96 | |
| RPM International (RPM) | 0.0 | $17k | 157.00 | 109.84 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $17k | 186.00 | 92.59 | |
| Bwx Technologies (BWXT) | 0.0 | $17k | 118.00 | 144.06 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $17k | 166.00 | 100.64 | |
| Lennox International (LII) | 0.0 | $17k | 29.00 | 573.24 | |
| D R S Technologies (DRS) | 0.0 | $17k | 355.00 | 46.48 | |
| Mr Cooper Group | 0.0 | $16k | 110.00 | 149.21 | |
| Nucor Corporation (NUE) | 0.0 | $16k | 125.00 | 129.54 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $16k | 39.00 | 404.23 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $15k | 400.00 | 38.24 | |
| Dell Technologies CL C (DELL) | 0.0 | $15k | 121.00 | 122.60 | |
| Api Group Corp Com Stk (APG) | 0.0 | $15k | 288.00 | 51.05 | |
| Ensign (ENSG) | 0.0 | $14k | 91.00 | 154.26 | |
| Healthequity (HQY) | 0.0 | $14k | 131.00 | 104.76 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $13k | 183.00 | 73.40 | |
| ExlService Holdings (EXLS) | 0.0 | $13k | 295.00 | 43.79 | |
| Watsco, Incorporated (WSO) | 0.0 | $13k | 29.00 | 441.62 | |
| Summit Therapeutics (SMMT) | 0.0 | $13k | 600.00 | 21.28 | |
| Williams-Sonoma (WSM) | 0.0 | $13k | 78.00 | 163.37 | |
| CommVault Systems (CVLT) | 0.0 | $13k | 73.00 | 174.33 | |
| Microsoft Corporation (MSFT) | 0.0 | $10k | 21.00 | 497.43 | |
| Federated Hermes CL B (FHI) | 0.0 | $10k | 225.00 | 44.32 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $9.9k | 449.00 | 22.10 | |
| Bellring Brands Common Stock (BRBR) | 0.0 | $9.2k | 158.00 | 57.93 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $8.9k | 1.7k | 5.24 | |
| Hasbro (HAS) | 0.0 | $8.5k | 115.00 | 73.82 | |
| Autodesk (ADSK) | 0.0 | $6.2k | 20.00 | 309.55 | |
| Nextera Energy (NEE) | 0.0 | $6.1k | 88.00 | 69.42 | |
| S&p Global (SPGI) | 0.0 | $5.8k | 11.00 | 527.27 | |
| Wells Fargo & Company (WFC) | 0.0 | $5.7k | 71.00 | 80.13 | |
| Amentum Holdings (AMTM) | 0.0 | $5.5k | 233.00 | 23.61 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $5.0k | 39.00 | 128.92 | |
| Wayfair Cl A (W) | 0.0 | $4.6k | 90.00 | 51.14 | |
| Johnson & Johnson (JNJ) | 0.0 | $4.6k | 30.00 | 152.77 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $4.2k | 6.00 | 698.50 | |
| Philip Morris International (PM) | 0.0 | $4.2k | 23.00 | 182.13 | |
| Citigroup Com New (C) | 0.0 | $4.2k | 49.00 | 85.12 | |
| Morgan Stanley Com New (MS) | 0.0 | $3.8k | 27.00 | 140.85 | |
| Honeywell International (HON) | 0.0 | $3.7k | 16.00 | 232.88 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $3.2k | 30.00 | 107.80 | |
| McDonald's Corporation (MCD) | 0.0 | $3.2k | 11.00 | 292.18 | |
| TJX Companies (TJX) | 0.0 | $3.2k | 26.00 | 123.50 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $2.7k | 25.00 | 107.72 | |
| Skyworks Solutions (SWKS) | 0.0 | $2.3k | 31.00 | 74.52 | |
| Sealed Air (SEE) | 0.0 | $1.9k | 60.00 | 31.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.7k | 4.00 | 424.50 | |
| Globant S A (GLOB) | 0.0 | $1.5k | 17.00 | 90.82 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.3k | 14.00 | 91.14 | |
| Aon Shs Cl A (AON) | 0.0 | $1.1k | 3.00 | 356.67 | |
| Deere & Company (DE) | 0.0 | $1.0k | 2.00 | 508.50 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $848.003000 | 74.00 | 11.46 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $777.000000 | 4.00 | 194.25 | |
| Teradata Corporation (TDC) | 0.0 | $669.000000 | 30.00 | 22.30 | |
| Hartford Financial Services (HIG) | 0.0 | $507.000000 | 4.00 | 126.75 | |
| Ncr Atleos Corporation Com Shs (NATL) | 0.0 | $427.999500 | 15.00 | 28.53 | |
| NCR Corporation (VYX) | 0.0 | $351.999000 | 30.00 | 11.73 | |
| Us Bancorp Del Com New (USB) | 0.0 | $316.999900 | 7.00 | 45.29 |