Highland Capital Management as of June 30, 2025
Portfolio Holdings for Highland Capital Management
Highland Capital Management holds 403 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.7 | $142M | 286k | 497.41 | |
| Apple (AAPL) | 4.3 | $80M | 389k | 205.17 | |
| Broadcom (AVGO) | 3.7 | $68M | 245k | 275.65 | |
| iShares S&P 500 Index (IVV) | 3.1 | $57M | 93k | 620.90 | |
| NVIDIA Corporation (NVDA) | 3.0 | $55M | 349k | 157.99 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $47M | 162k | 289.91 | |
| Amazon (AMZN) | 2.2 | $40M | 184k | 219.39 | |
| Costco Wholesale Corporation (COST) | 2.1 | $40M | 40k | 989.93 | |
| Facebook Inc cl a (META) | 1.8 | $34M | 46k | 738.08 | |
| iShares Russell 1000 Growth Index (IWF) | 1.7 | $32M | 76k | 424.58 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $30M | 169k | 176.23 | |
| Goldman Sachs (GS) | 1.4 | $26M | 37k | 707.75 | |
| Visa (V) | 1.3 | $24M | 69k | 355.05 | |
| Merck & Co (MRK) | 1.3 | $24M | 298k | 79.16 | |
| Micron Technology (MU) | 1.2 | $22M | 181k | 123.25 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $22M | 125k | 177.39 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $19M | 232k | 83.48 | |
| Lowe's Companies (LOW) | 1.0 | $18M | 82k | 221.87 | |
| Citigroup (C) | 1.0 | $18M | 207k | 85.12 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.9 | $17M | 34k | 509.31 | |
| Carrier Global Corporation (CARR) | 0.9 | $16M | 225k | 73.19 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $15M | 105k | 146.02 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $14M | 35k | 405.47 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $14M | 29k | 485.77 | |
| Bank of America Corporation (BAC) | 0.7 | $13M | 284k | 47.32 | |
| S&p Global (SPGI) | 0.7 | $13M | 25k | 527.29 | |
| Uber Technologies (UBER) | 0.7 | $13M | 138k | 93.30 | |
| Procter & Gamble Company (PG) | 0.7 | $13M | 80k | 159.32 | |
| Qualcomm (QCOM) | 0.7 | $13M | 78k | 159.26 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.7 | $12M | 44k | 284.39 | |
| Ge Vernova (GEV) | 0.6 | $12M | 22k | 529.15 | |
| American Express Company (AXP) | 0.6 | $12M | 37k | 318.98 | |
| Cisco Systems (CSCO) | 0.6 | $12M | 169k | 69.38 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $11M | 47k | 242.85 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $11M | 35k | 303.93 | |
| FedEx Corporation (FDX) | 0.6 | $11M | 47k | 227.31 | |
| ConocoPhillips (COP) | 0.6 | $11M | 117k | 89.74 | |
| Boeing Company (BA) | 0.6 | $10M | 50k | 209.53 | |
| Pepsi (PEP) | 0.6 | $10M | 79k | 132.04 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.5 | $10M | 52k | 195.01 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.5 | $9.9M | 116k | 85.21 | |
| Newmont Mining Corporation (NEM) | 0.5 | $9.5M | 163k | 58.26 | |
| Oracle Corporation (ORCL) | 0.5 | $9.2M | 42k | 218.63 | |
| Johnson & Johnson (JNJ) | 0.5 | $9.2M | 61k | 152.75 | |
| Wal-Mart Stores (WMT) | 0.5 | $9.2M | 94k | 97.78 | |
| Netflix (NFLX) | 0.5 | $9.1M | 6.8k | 1339.13 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $8.8M | 32k | 276.94 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.5 | $8.7M | 53k | 164.46 | |
| Abbvie (ABBV) | 0.5 | $8.7M | 47k | 185.62 | |
| Eaton (ETN) | 0.4 | $7.8M | 22k | 356.99 | |
| Quanta Services (PWR) | 0.4 | $7.8M | 21k | 378.08 | |
| Synchrony Financial (SYF) | 0.4 | $7.6M | 114k | 66.74 | |
| First Horizon National Corporation (FHN) | 0.4 | $7.5M | 352k | 21.20 | |
| Nike (NKE) | 0.4 | $7.4M | 105k | 71.04 | |
| CBOE Holdings (CBOE) | 0.4 | $7.4M | 32k | 233.21 | |
| At&t (T) | 0.4 | $7.3M | 251k | 28.94 | |
| Delta Air Lines (DAL) | 0.4 | $7.2M | 147k | 49.18 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $7.2M | 67k | 107.80 | |
| Tesla Motors (TSLA) | 0.4 | $7.2M | 23k | 317.66 | |
| Truist Financial Corp equities (TFC) | 0.4 | $7.1M | 166k | 42.99 | |
| McKesson Corporation (MCK) | 0.4 | $7.1M | 9.6k | 732.78 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $7.0M | 26k | 266.34 | |
| TKO Group Holdings (TKO) | 0.4 | $6.9M | 38k | 181.95 | |
| Danaher Corporation (DHR) | 0.4 | $6.7M | 34k | 197.54 | |
| Cheniere Energy (LNG) | 0.4 | $6.7M | 28k | 243.52 | |
| Abbott Laboratories (ABT) | 0.4 | $6.7M | 49k | 136.01 | |
| Ishares Inc core msci emkt (IEMG) | 0.4 | $6.7M | 111k | 60.03 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $6.5M | 14k | 467.82 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $6.3M | 48k | 132.81 | |
| Caterpillar (CAT) | 0.3 | $6.3M | 16k | 388.21 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $6.2M | 40k | 155.95 | |
| Eli Lilly & Co. (LLY) | 0.3 | $6.2M | 7.9k | 779.53 | |
| Cummins (CMI) | 0.3 | $6.1M | 19k | 327.50 | |
| Mondelez Int (MDLZ) | 0.3 | $6.1M | 90k | 67.44 | |
| Coca-Cola Company (KO) | 0.3 | $6.0M | 85k | 70.75 | |
| Chevron Corporation (CVX) | 0.3 | $6.0M | 42k | 143.19 | |
| MasterCard Incorporated (MA) | 0.3 | $5.9M | 11k | 561.94 | |
| American International (AIG) | 0.3 | $5.9M | 69k | 85.59 | |
| Schlumberger (SLB) | 0.3 | $5.9M | 175k | 33.80 | |
| Eagle Materials (EXP) | 0.3 | $5.9M | 29k | 202.11 | |
| Walt Disney Company (DIS) | 0.3 | $5.9M | 47k | 124.01 | |
| NRG Energy (NRG) | 0.3 | $5.9M | 36k | 160.58 | |
| Boston Scientific Corporation (BSX) | 0.3 | $5.8M | 54k | 107.41 | |
| Roku (ROKU) | 0.3 | $5.8M | 66k | 87.89 | |
| Marvell Technology (MRVL) | 0.3 | $5.7M | 74k | 77.40 | |
| Cigna Corp (CI) | 0.3 | $5.6M | 17k | 330.58 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.6M | 61k | 91.63 | |
| American Electric Power Company (AEP) | 0.3 | $5.6M | 54k | 103.76 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $5.3M | 21k | 255.78 | |
| Duke Energy (DUK) | 0.3 | $5.2M | 44k | 118.00 | |
| Automatic Data Processing (ADP) | 0.3 | $5.2M | 17k | 308.40 | |
| Morgan Stanley (MS) | 0.3 | $5.1M | 36k | 140.86 | |
| Sony Group Corporation - Adr (SONY) | 0.3 | $5.1M | 195k | 26.03 | |
| Home Depot (HD) | 0.3 | $4.9M | 13k | 366.65 | |
| iShares Russell 1000 Index (IWB) | 0.3 | $4.8M | 14k | 339.57 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $4.7M | 83k | 57.01 | |
| Norfolk Southern (NSC) | 0.3 | $4.7M | 18k | 255.97 | |
| Marriott International (MAR) | 0.3 | $4.6M | 17k | 273.21 | |
| Sap Se Adr (SAP) | 0.2 | $4.6M | 15k | 304.10 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $4.6M | 11k | 408.81 | |
| Casey's General Stores (CASY) | 0.2 | $4.6M | 8.9k | 510.27 | |
| Corning Incorporated (GLW) | 0.2 | $4.5M | 86k | 52.59 | |
| Altria (MO) | 0.2 | $4.5M | 77k | 58.63 | |
| Chubb (CB) | 0.2 | $4.5M | 15k | 289.72 | |
| Capital One Financial (COF) | 0.2 | $4.5M | 21k | 212.76 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $4.4M | 23k | 194.23 | |
| Builders FirstSource (BLDR) | 0.2 | $4.4M | 37k | 116.69 | |
| Timken Company (TKR) | 0.2 | $4.3M | 59k | 72.55 | |
| Nextera Energy (NEE) | 0.2 | $4.3M | 62k | 69.42 | |
| United Parcel Service (UPS) | 0.2 | $4.3M | 42k | 100.94 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $4.2M | 6.7k | 617.85 | |
| MetLife (MET) | 0.2 | $4.1M | 52k | 80.42 | |
| UnitedHealth (UNH) | 0.2 | $4.1M | 13k | 311.97 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $4.1M | 173k | 23.83 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $4.1M | 32k | 128.92 | |
| Medtronic Adr (MDT) | 0.2 | $4.0M | 46k | 87.17 | |
| Air Products & Chemicals (APD) | 0.2 | $4.0M | 14k | 282.06 | |
| Labcorp Holdings (LH) | 0.2 | $4.0M | 15k | 262.51 | |
| CSX Corporation (CSX) | 0.2 | $4.0M | 123k | 32.63 | |
| General Electric (GE) | 0.2 | $3.9M | 15k | 257.39 | |
| Zoom Video Communications In cl a (ZM) | 0.2 | $3.9M | 50k | 77.98 | |
| Toll Brothers (TOL) | 0.2 | $3.7M | 32k | 114.13 | |
| Valero Energy Corporation (VLO) | 0.2 | $3.6M | 27k | 134.42 | |
| Palantir Technologies (PLTR) | 0.2 | $3.6M | 26k | 136.32 | |
| F5 Networks (FFIV) | 0.2 | $3.5M | 12k | 294.32 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.5M | 76k | 46.68 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.5M | 9.2k | 386.88 | |
| Genuine Parts Company (GPC) | 0.2 | $3.5M | 29k | 121.31 | |
| Intuitive Surgical (ISRG) | 0.2 | $3.5M | 6.4k | 543.41 | |
| Intuit (INTU) | 0.2 | $3.5M | 4.4k | 787.63 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.5M | 6.1k | 568.03 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $3.4M | 19k | 181.74 | |
| Network Associates Inc cl a (NET) | 0.2 | $3.3M | 17k | 195.83 | |
| MGM Resorts International. (MGM) | 0.2 | $3.3M | 97k | 34.39 | |
| Airbnb (ABNB) | 0.2 | $3.3M | 25k | 132.34 | |
| Industries N shs - a - (LYB) | 0.2 | $3.3M | 57k | 57.86 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $3.3M | 14k | 236.98 | |
| Oneok (OKE) | 0.2 | $3.2M | 40k | 81.63 | |
| Servicenow (NOW) | 0.2 | $3.2M | 3.1k | 1028.08 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.2M | 35k | 91.97 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $3.2M | 14k | 226.49 | |
| Realty Income (O) | 0.2 | $3.2M | 55k | 57.61 | |
| Royal Caribbean Cruises Adr (RCL) | 0.2 | $3.2M | 10k | 313.14 | |
| Brown-Forman Corporation (BF.B) | 0.2 | $3.1M | 116k | 26.91 | |
| Booking Holdings (BKNG) | 0.2 | $3.1M | 532.00 | 5789.24 | |
| Cooper Cos (COO) | 0.2 | $3.1M | 43k | 71.16 | |
| Molson Coors Brewing Company (TAP) | 0.2 | $3.0M | 63k | 48.09 | |
| Prologis (PLD) | 0.2 | $3.0M | 29k | 105.12 | |
| Ubs Group Adr (UBS) | 0.2 | $2.9M | 87k | 33.82 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $2.9M | 6.3k | 463.12 | |
| U.S. Bancorp (USB) | 0.2 | $2.9M | 64k | 45.25 | |
| Camden Property Trust (CPT) | 0.2 | $2.8M | 25k | 112.69 | |
| Roblox Corp (RBLX) | 0.1 | $2.5M | 24k | 105.20 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.5M | 47k | 52.37 | |
| Ferrari Nv Adr (RACE) | 0.1 | $2.4M | 5.0k | 490.74 | |
| Linde Adr (LIN) | 0.1 | $2.3M | 5.0k | 469.18 | |
| Honda Motor Adr (HMC) | 0.1 | $2.3M | 80k | 28.83 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.3M | 8.2k | 279.83 | |
| Axon Enterprise (AXON) | 0.1 | $2.3M | 2.7k | 827.94 | |
| American Tower Reit (AMT) | 0.1 | $2.3M | 10k | 221.02 | |
| Comcast Corporation (CMCSA) | 0.1 | $2.2M | 63k | 35.69 | |
| Kkr & Co (KKR) | 0.1 | $2.2M | 16k | 133.03 | |
| TPG (TPG) | 0.1 | $2.2M | 41k | 52.45 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 27k | 80.12 | |
| salesforce (CRM) | 0.1 | $2.1M | 7.8k | 272.69 | |
| Universal Insurance Holdings (UVE) | 0.1 | $2.1M | 76k | 27.73 | |
| Zebra Technologies (ZBRA) | 0.1 | $2.1M | 6.8k | 308.36 | |
| Ing Groep N V Adr (ING) | 0.1 | $2.0M | 93k | 21.87 | |
| Shopify Inc Cl A Adr (SHOP) | 0.1 | $2.0M | 18k | 115.35 | |
| Carvana Co cl a (CVNA) | 0.1 | $2.0M | 5.9k | 336.96 | |
| SPDR S&P Biotech (XBI) | 0.1 | $2.0M | 24k | 82.93 | |
| Applovin Corp Class A (APP) | 0.1 | $1.9M | 5.5k | 350.08 | |
| Intercontinental Hotels Group Adr (IHG) | 0.1 | $1.9M | 17k | 115.34 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.8M | 21k | 89.06 | |
| Health Care SPDR (XLV) | 0.1 | $1.8M | 14k | 134.79 | |
| Anheuser Busch Inbev N V Adr (BUD) | 0.1 | $1.8M | 26k | 68.72 | |
| Tenaris Sa Adr (TS) | 0.1 | $1.8M | 48k | 37.40 | |
| Ferguson Adr (FERG) | 0.1 | $1.8M | 8.2k | 217.75 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.8M | 13k | 138.68 | |
| Novartis Adr (NVS) | 0.1 | $1.8M | 15k | 121.01 | |
| Fair Isaac Corporation (FICO) | 0.1 | $1.7M | 957.00 | 1827.96 | |
| Celsius Holdings (CELH) | 0.1 | $1.7M | 38k | 46.39 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.7M | 6.1k | 285.86 | |
| St Microelectronics N V Adr (STM) | 0.1 | $1.7M | 57k | 30.41 | |
| Koninklijke Philips N V Adr (PHG) | 0.1 | $1.7M | 72k | 23.98 | |
| Estee Lauder Companies (EL) | 0.1 | $1.7M | 21k | 80.80 | |
| Toronto Dominion Bk Adr (TD) | 0.1 | $1.6M | 22k | 73.45 | |
| Deutsche Bank Adr (DB) | 0.1 | $1.6M | 55k | 29.28 | |
| Cardinal Health (CAH) | 0.1 | $1.6M | 9.4k | 168.00 | |
| Aercap Holdings Nv Adr (AER) | 0.1 | $1.6M | 14k | 117.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.6M | 14k | 110.10 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | 17k | 91.24 | |
| HEICO Corporation (HEI) | 0.1 | $1.6M | 4.7k | 328.00 | |
| Exelixis (EXEL) | 0.1 | $1.5M | 35k | 44.08 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.5M | 15k | 105.46 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $1.5M | 15k | 104.50 | |
| Knight Swift Transn Hldgs (KNX) | 0.1 | $1.5M | 34k | 44.23 | |
| Starwood Property Trust (STWD) | 0.1 | $1.5M | 75k | 20.07 | |
| Shell Adr (SHEL) | 0.1 | $1.5M | 21k | 70.41 | |
| Insulet Corporation (PODD) | 0.1 | $1.5M | 4.7k | 314.18 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $1.5M | 8.1k | 179.95 | |
| Barrick Mining Corp (B) | 0.1 | $1.4M | 69k | 20.82 | |
| AllianceBernstein Holding (AB) | 0.1 | $1.4M | 35k | 40.83 | |
| Bk Nova Scotia Halifax Adr (BNS) | 0.1 | $1.4M | 26k | 55.27 | |
| Icici Bank Adr (IBN) | 0.1 | $1.4M | 41k | 33.64 | |
| Asml Holding Adr (ASML) | 0.1 | $1.4M | 1.7k | 801.39 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $1.4M | 16k | 85.99 | |
| Live Nation Entertainment (LYV) | 0.1 | $1.4M | 9.0k | 151.28 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $1.4M | 22k | 60.94 | |
| Diageo Adr (DEO) | 0.1 | $1.3M | 13k | 100.84 | |
| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.5k | 292.17 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $1.3M | 7.3k | 180.06 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.3M | 6.0k | 215.79 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.3M | 26k | 49.46 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.3M | 27k | 48.24 | |
| Invesco Adr (IVZ) | 0.1 | $1.3M | 81k | 15.77 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.3M | 14k | 89.39 | |
| Duolingo (DUOL) | 0.1 | $1.3M | 3.1k | 410.02 | |
| Technology SPDR (XLK) | 0.1 | $1.3M | 5.0k | 253.23 | |
| Tradeweb Markets (TW) | 0.1 | $1.2M | 8.5k | 146.40 | |
| iShares S&P 100 Index (OEF) | 0.1 | $1.2M | 4.1k | 304.35 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $1.2M | 52k | 23.03 | |
| Simon Property (SPG) | 0.1 | $1.2M | 7.4k | 160.76 | |
| Nxp Semiconductor Nv Adr (NXPI) | 0.1 | $1.2M | 5.5k | 218.49 | |
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.1 | $1.2M | 87k | 13.72 | |
| Cme (CME) | 0.1 | $1.2M | 4.3k | 275.62 | |
| Accenture Adr (ACN) | 0.1 | $1.2M | 3.9k | 298.89 | |
| Pfizer (PFE) | 0.1 | $1.2M | 48k | 24.24 | |
| Novo Nordisk A/s Adr (NVO) | 0.1 | $1.1M | 17k | 69.02 | |
| Fresenius Medical Care Adr (FMS) | 0.1 | $1.1M | 39k | 28.57 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.1M | 10k | 103.07 | |
| Bhp Group Adr (BHP) | 0.1 | $1.1M | 22k | 48.09 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | 7.1k | 149.58 | |
| Alerian Mlp Etf etf (AMLP) | 0.1 | $1.1M | 22k | 48.86 | |
| Iqvia Holdings (IQV) | 0.1 | $1.0M | 6.5k | 157.59 | |
| Icon Adr (ICLR) | 0.1 | $1.0M | 7.1k | 145.45 | |
| National Grid Adr (NGG) | 0.1 | $987k | 13k | 74.41 | |
| Takeda Pharmaceutic Company Adr (TAK) | 0.1 | $947k | 61k | 15.46 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $939k | 6.0k | 157.76 | |
| Energy Transfer Equity (ET) | 0.1 | $930k | 51k | 18.13 | |
| Sprott Physical Gold & S (CEF) | 0.0 | $919k | 31k | 30.10 | |
| Regions Financial Corporation (RF) | 0.0 | $917k | 39k | 23.52 | |
| News Corp Adr (NWS) | 0.0 | $876k | 26k | 34.31 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $875k | 4.3k | 204.67 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $867k | 14k | 62.02 | |
| Unilever Adr | 0.0 | $830k | 14k | 61.17 | |
| International Business Machines (IBM) | 0.0 | $822k | 2.8k | 294.78 | |
| Targa Res Corp (TRGP) | 0.0 | $791k | 4.5k | 174.08 | |
| BP Adr (BP) | 0.0 | $784k | 26k | 29.93 | |
| Yum China Holdings Adr (YUMC) | 0.0 | $765k | 17k | 44.71 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $756k | 13k | 56.85 | |
| Applied Materials (AMAT) | 0.0 | $756k | 4.1k | 183.09 | |
| Reddit (RDDT) | 0.0 | $753k | 5.0k | 150.57 | |
| British American Tobac (BTI) | 0.0 | $710k | 15k | 47.33 | |
| Roper Industries (ROP) | 0.0 | $697k | 1.2k | 566.84 | |
| Equifax (EFX) | 0.0 | $692k | 2.7k | 259.37 | |
| Deere & Company (DE) | 0.0 | $677k | 1.3k | 508.49 | |
| Sea Adr (SE) | 0.0 | $674k | 4.2k | 159.94 | |
| GSK Adr (GSK) | 0.0 | $666k | 17k | 38.40 | |
| Arcelormittal S A Adr (MT) | 0.0 | $661k | 21k | 31.58 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $629k | 4.9k | 128.60 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $615k | 3.0k | 207.62 | |
| Dell Technologies (DELL) | 0.0 | $614k | 5.0k | 122.60 | |
| Smith & Nephew Adr (SNN) | 0.0 | $608k | 20k | 30.63 | |
| Encana Corporation (OVV) | 0.0 | $604k | 16k | 38.05 | |
| 3M Company (MMM) | 0.0 | $590k | 3.9k | 152.24 | |
| Jabil Circuit (JBL) | 0.0 | $575k | 2.6k | 218.10 | |
| Jd.com Adr (JD) | 0.0 | $568k | 17k | 32.64 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $566k | 12k | 49.37 | |
| Mettler-Toledo International (MTD) | 0.0 | $552k | 470.00 | 1174.72 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $549k | 4.8k | 113.41 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $546k | 989.00 | 551.64 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $542k | 7.4k | 72.82 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $539k | 4.1k | 132.14 | |
| Union Pacific Corporation (UNP) | 0.0 | $530k | 2.3k | 230.08 | |
| Autoliv Adr (ALV) | 0.0 | $520k | 4.7k | 111.90 | |
| Nice Adr (NICE) | 0.0 | $515k | 3.1k | 168.91 | |
| IDEXX Laboratories (IDXX) | 0.0 | $496k | 925.00 | 536.34 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $484k | 5.3k | 90.98 | |
| Simmons First National Corporation (SFNC) | 0.0 | $478k | 25k | 18.96 | |
| Anthem (ELV) | 0.0 | $467k | 1.2k | 388.96 | |
| Axis Capital Holdings (AXS) | 0.0 | $466k | 4.5k | 103.82 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $462k | 4.1k | 111.99 | |
| Baidu Adr (BIDU) | 0.0 | $459k | 5.4k | 85.76 | |
| Verizon Communications (VZ) | 0.0 | $454k | 11k | 43.27 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $450k | 1.6k | 285.30 | |
| Dana Holding Corporation (DAN) | 0.0 | $420k | 25k | 17.15 | |
| Aptar (ATR) | 0.0 | $417k | 2.7k | 156.43 | |
| AutoZone (AZO) | 0.0 | $416k | 112.00 | 3712.23 | |
| Aegon Adr (AEG) | 0.0 | $415k | 57k | 7.24 | |
| SkyWest (SKYW) | 0.0 | $413k | 4.0k | 102.97 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $408k | 7.1k | 57.12 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $395k | 16k | 24.44 | |
| Nucor Corporation (NUE) | 0.0 | $392k | 3.0k | 129.55 | |
| Philip Morris International (PM) | 0.0 | $390k | 2.1k | 182.15 | |
| Moody's Corporation (MCO) | 0.0 | $388k | 773.00 | 501.59 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $386k | 1.4k | 276.38 | |
| CVR Energy (CVI) | 0.0 | $384k | 14k | 26.85 | |
| Emcor (EME) | 0.0 | $381k | 712.00 | 534.89 | |
| Astera Labs (ALAB) | 0.0 | $380k | 4.2k | 90.42 | |
| Cmb.tech Nv Adr (CMBT) | 0.0 | $380k | 42k | 9.02 | |
| Ies Hldgs (IESC) | 0.0 | $373k | 1.3k | 296.23 | |
| State Street Corporation (STT) | 0.0 | $372k | 3.5k | 106.34 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $369k | 1.5k | 248.31 | |
| Stride (LRN) | 0.0 | $366k | 2.5k | 145.19 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $365k | 4.7k | 77.01 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $356k | 3.3k | 109.29 | |
| Hanover Insurance (THG) | 0.0 | $352k | 2.1k | 169.87 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $351k | 5.3k | 66.20 | |
| Target Corporation (TGT) | 0.0 | $350k | 3.5k | 98.65 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $347k | 9.1k | 37.96 | |
| Penske Automotive (PAG) | 0.0 | $331k | 1.9k | 171.81 | |
| SYSCO Corporation (SYY) | 0.0 | $326k | 4.3k | 75.74 | |
| Q2 Holdings (QTWO) | 0.0 | $324k | 3.5k | 93.59 | |
| Now (DNOW) | 0.0 | $323k | 22k | 14.83 | |
| Honeywell International (HON) | 0.0 | $323k | 1.4k | 232.88 | |
| SYNNEX Corporation (SNX) | 0.0 | $321k | 2.4k | 135.70 | |
| Sensata Technologies Holding P Adr (ST) | 0.0 | $321k | 11k | 30.11 | |
| Sanmina (SANM) | 0.0 | $318k | 3.3k | 97.83 | |
| Performance Food (PFGC) | 0.0 | $317k | 3.6k | 87.47 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $314k | 11k | 28.05 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $313k | 1.9k | 164.64 | |
| Mercury General Corporation (MCY) | 0.0 | $310k | 4.6k | 67.34 | |
| World Fuel Services Corporation (WKC) | 0.0 | $310k | 11k | 28.35 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $308k | 7.4k | 41.72 | |
| Guidewire Software (GWRE) | 0.0 | $304k | 1.3k | 235.45 | |
| General Mills (GIS) | 0.0 | $303k | 5.9k | 51.81 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $302k | 3.8k | 80.11 | |
| MarketAxess Holdings (MKTX) | 0.0 | $302k | 1.4k | 223.34 | |
| Hf Sinclair Corp (DINO) | 0.0 | $302k | 7.3k | 41.08 | |
| SPDR Gold Trust (GLD) | 0.0 | $299k | 980.00 | 304.83 | |
| Macy's (M) | 0.0 | $298k | 26k | 11.66 | |
| WESCO International (WCC) | 0.0 | $298k | 1.6k | 185.20 | |
| Owens Corning (OC) | 0.0 | $297k | 2.2k | 137.52 | |
| Fluor Corporation (FLR) | 0.0 | $297k | 5.8k | 51.27 | |
| Visteon Corporation (VC) | 0.0 | $296k | 3.2k | 93.30 | |
| Alps Etf Tr (OUSA) | 0.0 | $293k | 5.4k | 53.97 | |
| Resideo Technologies (REZI) | 0.0 | $292k | 13k | 22.06 | |
| BorgWarner (BWA) | 0.0 | $291k | 8.7k | 33.48 | |
| Comstock Resources (CRK) | 0.0 | $288k | 10k | 27.67 | |
| Casella Waste Systems (CWST) | 0.0 | $285k | 2.5k | 115.38 | |
| Tegna (TGNA) | 0.0 | $282k | 17k | 16.76 | |
| Avnet (AVT) | 0.0 | $278k | 5.2k | 53.08 | |
| Lear Corporation (LEA) | 0.0 | $276k | 2.9k | 94.98 | |
| Mid-America Apartment (MAA) | 0.0 | $276k | 1.9k | 148.01 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $275k | 4.5k | 61.21 | |
| Ufp Industries (UFPI) | 0.0 | $275k | 2.8k | 99.36 | |
| American Financial (AFG) | 0.0 | $274k | 2.2k | 126.21 | |
| Asbury Automotive (ABG) | 0.0 | $272k | 1.1k | 238.54 | |
| Tri Pointe Homes (TPH) | 0.0 | $272k | 8.5k | 31.95 | |
| Sofi Technologies (SOFI) | 0.0 | $269k | 15k | 18.21 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $264k | 12k | 21.51 | |
| Brighthouse Finl (BHF) | 0.0 | $264k | 4.9k | 53.77 | |
| Haleon Adr (HLN) | 0.0 | $256k | 25k | 10.37 | |
| Sirius XM Holdings (SIRI) | 0.0 | $253k | 11k | 22.97 | |
| Toast (TOST) | 0.0 | $252k | 5.7k | 44.29 | |
| Robinhood Mkts (HOOD) | 0.0 | $251k | 2.7k | 93.63 | |
| Encompass Health Corp (EHC) | 0.0 | $250k | 2.0k | 122.63 | |
| Vanguard European ETF (VGK) | 0.0 | $249k | 3.2k | 77.50 | |
| Affirm Hldgs (AFRM) | 0.0 | $248k | 3.6k | 69.14 | |
| Travelers Companies (TRV) | 0.0 | $245k | 915.00 | 267.54 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $239k | 10k | 23.59 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $236k | 7.4k | 31.99 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $234k | 1.8k | 133.34 | |
| Rush Street Interactive (RSI) | 0.0 | $233k | 16k | 14.90 | |
| Dutch Bros (BROS) | 0.0 | $233k | 3.4k | 68.37 | |
| Adtalem Global Ed (ATGE) | 0.0 | $232k | 1.8k | 127.23 | |
| Apex Technology Acqui-cl A (AVPT) | 0.0 | $231k | 12k | 19.31 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $229k | 2.7k | 84.81 | |
| United Natural Foods (UNFI) | 0.0 | $228k | 9.8k | 23.31 | |
| Dxc Technology (DXC) | 0.0 | $226k | 15k | 15.29 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $226k | 8.9k | 25.30 | |
| Hub (HUBG) | 0.0 | $226k | 6.8k | 33.43 | |
| Enbridge (ENB) | 0.0 | $226k | 5.0k | 45.32 | |
| Ssr Mining (SSRM) | 0.0 | $224k | 18k | 12.74 | |
| CommVault Systems (CVLT) | 0.0 | $223k | 1.3k | 174.33 | |
| American Healthcare Reit (AHR) | 0.0 | $222k | 6.0k | 36.74 | |
| Mueller Industries (MLI) | 0.0 | $220k | 2.8k | 79.47 | |
| Arrow Electronics (ARW) | 0.0 | $219k | 1.7k | 127.43 | |
| Advanced Micro Devices (AMD) | 0.0 | $218k | 1.5k | 141.90 | |
| Vanguard Growth ETF (VUG) | 0.0 | $217k | 495.00 | 438.55 | |
| Lam Research (LRCX) | 0.0 | $217k | 2.2k | 97.34 | |
| Tapestry (TPR) | 0.0 | $217k | 2.5k | 87.81 | |
| Granite Construction (GVA) | 0.0 | $215k | 2.3k | 93.51 | |
| Liberty Media CORP-Liberty Live | 0.0 | $215k | 2.6k | 81.16 | |
| Stonex Group (SNEX) | 0.0 | $209k | 2.3k | 91.14 | |
| Virtu Financial Inc Class A (VIRT) | 0.0 | $208k | 4.7k | 44.79 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $207k | 9.4k | 22.10 | |
| D R S Technologies (DRS) | 0.0 | $206k | 4.4k | 46.48 | |
| Compass (COMP) | 0.0 | $205k | 33k | 6.28 | |
| Primoris Services (PRIM) | 0.0 | $205k | 2.6k | 77.94 | |
| Mednax (MD) | 0.0 | $205k | 14k | 14.35 | |
| ABM Industries (ABM) | 0.0 | $205k | 4.3k | 47.21 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $204k | 7.0k | 29.21 | |
| Cameco Corporation (CCJ) | 0.0 | $200k | 2.7k | 74.23 | |
| Sylvamo Corp (SLVM) | 0.0 | $200k | 4.0k | 50.10 | |
| PIMCO Corporate Income Fund (PCN) | 0.0 | $148k | 12k | 12.69 | |
| Organon & Co (OGN) | 0.0 | $134k | 14k | 9.68 | |
| Ford Motor Company (F) | 0.0 | $114k | 11k | 10.85 | |
| Senstar Technologies Corp (SNT) | 0.0 | $57k | 12k | 4.73 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $39k | 20k | 1.96 | |
| Iqiyi Adr (IQ) | 0.0 | $21k | 12k | 1.77 | |
| Clearsign Combustion (CLIR) | 0.0 | $18k | 33k | 0.56 |