Highland Capital Management as of Sept. 30, 2025
Portfolio Holdings for Highland Capital Management
Highland Capital Management holds 412 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.5 | $151M | 291k | 517.95 | |
| Apple (AAPL) | 5.0 | $101M | 398k | 254.63 | |
| Broadcom (AVGO) | 3.9 | $78M | 237k | 329.91 | |
| NVIDIA Corporation (NVDA) | 3.3 | $67M | 359k | 186.58 | |
| iShares S&P 500 Index (IVV) | 3.1 | $62M | 93k | 669.30 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $50M | 159k | 315.43 | |
| Amazon (AMZN) | 2.3 | $46M | 209k | 219.57 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $37M | 153k | 243.10 | |
| iShares Russell 1000 Growth Index (IWF) | 1.8 | $35M | 76k | 468.41 | |
| Facebook Inc cl a (META) | 1.7 | $35M | 48k | 734.38 | |
| Goldman Sachs (GS) | 1.5 | $31M | 39k | 796.34 | |
| Costco Wholesale Corporation (COST) | 1.5 | $31M | 34k | 925.62 | |
| Micron Technology (MU) | 1.4 | $28M | 167k | 167.32 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $27M | 111k | 243.55 | |
| Merck & Co (MRK) | 1.1 | $22M | 263k | 83.93 | |
| Citigroup (C) | 1.0 | $21M | 205k | 101.50 | |
| Lowe's Companies (LOW) | 1.0 | $21M | 82k | 251.31 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $20M | 232k | 87.31 | |
| Oracle Corporation (ORCL) | 1.0 | $19M | 69k | 281.24 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $18M | 105k | 167.33 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $17M | 35k | 485.01 | |
| Visa (V) | 0.8 | $16M | 48k | 341.38 | |
| Bank of America Corporation (BAC) | 0.8 | $16M | 313k | 51.59 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $14M | 29k | 502.74 | |
| Newmont Mining Corporation (NEM) | 0.7 | $14M | 162k | 84.31 | |
| Uber Technologies (UBER) | 0.7 | $13M | 137k | 97.97 | |
| Carrier Global Corporation (CARR) | 0.7 | $13M | 225k | 59.70 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.7 | $13M | 27k | 490.38 | |
| Pepsi (PEP) | 0.6 | $13M | 93k | 140.44 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.6 | $13M | 43k | 293.79 | |
| American Express Company (AXP) | 0.6 | $12M | 37k | 332.16 | |
| S&p Global (SPGI) | 0.6 | $12M | 25k | 486.71 | |
| Procter & Gamble Company (PG) | 0.6 | $12M | 79k | 153.65 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $12M | 47k | 258.36 | |
| Ge Vernova (GEV) | 0.6 | $12M | 19k | 614.90 | |
| Boeing Company (BA) | 0.6 | $12M | 54k | 215.83 | |
| Qualcomm (QCOM) | 0.6 | $12M | 69k | 166.36 | |
| Cisco Systems (CSCO) | 0.6 | $12M | 168k | 68.42 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $12M | 35k | 328.17 | |
| Johnson & Johnson (JNJ) | 0.6 | $11M | 60k | 185.42 | |
| ConocoPhillips (COP) | 0.5 | $11M | 117k | 94.59 | |
| FedEx Corporation (FDX) | 0.5 | $11M | 46k | 235.81 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.5 | $11M | 51k | 208.71 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.5 | $10M | 116k | 89.37 | |
| Waste Management (WM) | 0.5 | $9.9M | 45k | 220.83 | |
| Wal-Mart Stores (WMT) | 0.5 | $9.7M | 94k | 103.06 | |
| Abbvie (ABBV) | 0.5 | $9.5M | 41k | 231.54 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $9.4M | 32k | 297.62 | |
| Netflix (NFLX) | 0.5 | $9.2M | 7.7k | 1198.92 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.5 | $9.1M | 52k | 174.58 | |
| Eaton (ETN) | 0.5 | $9.1M | 24k | 374.25 | |
| Quanta Services (PWR) | 0.4 | $8.6M | 21k | 414.42 | |
| First Horizon National Corporation (FHN) | 0.4 | $8.3M | 369k | 22.61 | |
| Synchrony Financial (SYF) | 0.4 | $8.1M | 114k | 71.05 | |
| Roku (ROKU) | 0.4 | $8.0M | 80k | 100.13 | |
| McKesson Corporation (MCK) | 0.4 | $8.0M | 10k | 772.54 | |
| Cummins (CMI) | 0.4 | $7.8M | 19k | 422.37 | |
| CBOE Holdings (CBOE) | 0.4 | $7.7M | 31k | 245.25 | |
| Caterpillar (CAT) | 0.4 | $7.6M | 16k | 477.15 | |
| General Electric (GE) | 0.4 | $7.5M | 25k | 300.82 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $7.5M | 14k | 546.75 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $7.5M | 66k | 112.75 | |
| Nike (NKE) | 0.4 | $7.4M | 106k | 69.73 | |
| Ishares Inc core msci emkt (IEMG) | 0.4 | $7.4M | 112k | 65.92 | |
| Tesla Motors (TSLA) | 0.4 | $7.1M | 16k | 444.72 | |
| At&t (T) | 0.3 | $7.0M | 249k | 28.24 | |
| Corning Incorporated (GLW) | 0.3 | $7.0M | 86k | 82.03 | |
| Danaher Corporation (DHR) | 0.3 | $6.9M | 35k | 198.26 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $6.7M | 47k | 142.10 | |
| Eagle Materials (EXP) | 0.3 | $6.7M | 29k | 233.04 | |
| Abbott Laboratories (ABT) | 0.3 | $6.5M | 49k | 133.94 | |
| Chevron Corporation (CVX) | 0.3 | $6.4M | 41k | 155.29 | |
| Marvell Technology (MRVL) | 0.3 | $6.2M | 73k | 84.07 | |
| Delta Air Lines (DAL) | 0.3 | $6.1M | 108k | 56.75 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $6.1M | 21k | 298.28 | |
| American Electric Power Company (AEP) | 0.3 | $6.0M | 53k | 112.50 | |
| Truist Financial Corp equities (TFC) | 0.3 | $5.8M | 127k | 45.72 | |
| Schlumberger (SLB) | 0.3 | $5.7M | 167k | 34.37 | |
| Morgan Stanley (MS) | 0.3 | $5.7M | 36k | 158.96 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $5.7M | 39k | 146.32 | |
| TKO Group Holdings (TKO) | 0.3 | $5.6M | 28k | 201.96 | |
| Coca-Cola Company (KO) | 0.3 | $5.6M | 84k | 66.32 | |
| Mondelez Int (MDLZ) | 0.3 | $5.5M | 89k | 62.47 | |
| Norfolk Southern (NSC) | 0.3 | $5.4M | 18k | 300.41 | |
| Sony Group Corporation - Adr (SONY) | 0.3 | $5.4M | 189k | 28.79 | |
| NRG Energy (NRG) | 0.3 | $5.4M | 34k | 161.95 | |
| Duke Energy (DUK) | 0.3 | $5.4M | 44k | 123.75 | |
| Royal Caribbean Cruises Adr (RCL) | 0.3 | $5.4M | 17k | 323.58 | |
| Walt Disney Company (DIS) | 0.3 | $5.4M | 47k | 114.50 | |
| American International (AIG) | 0.3 | $5.4M | 68k | 78.54 | |
| Boston Scientific Corporation (BSX) | 0.3 | $5.2M | 54k | 97.63 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.2M | 61k | 84.60 | |
| iShares Russell 1000 Index (IWB) | 0.3 | $5.2M | 14k | 365.48 | |
| Cheniere Energy (LNG) | 0.3 | $5.2M | 22k | 234.98 | |
| Palantir Technologies (PLTR) | 0.3 | $5.1M | 28k | 182.42 | |
| Altria (MO) | 0.3 | $5.0M | 76k | 66.06 | |
| Casey's General Stores (CASY) | 0.2 | $5.0M | 8.9k | 565.32 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $5.0M | 83k | 59.92 | |
| Automatic Data Processing (ADP) | 0.2 | $4.9M | 17k | 293.50 | |
| Accenture Adr (ACN) | 0.2 | $4.7M | 19k | 246.60 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.7M | 13k | 352.75 | |
| Nextera Energy (NEE) | 0.2 | $4.6M | 61k | 75.49 | |
| Valero Energy Corporation (VLO) | 0.2 | $4.5M | 26k | 170.26 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $4.5M | 6.7k | 666.18 | |
| Builders FirstSource (BLDR) | 0.2 | $4.5M | 37k | 121.25 | |
| Columbia Banking System (COLB) | 0.2 | $4.5M | 173k | 25.74 | |
| Medtronic Adr (MDT) | 0.2 | $4.4M | 47k | 95.24 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $4.4M | 172k | 25.71 | |
| TPG (TPG) | 0.2 | $4.4M | 77k | 57.45 | |
| Capital One Financial (COF) | 0.2 | $4.4M | 21k | 212.58 | |
| CSX Corporation (CSX) | 0.2 | $4.4M | 124k | 35.51 | |
| Toll Brothers (TOL) | 0.2 | $4.4M | 32k | 138.14 | |
| Marriott International (MAR) | 0.2 | $4.4M | 17k | 260.44 | |
| Timken Company (TKR) | 0.2 | $4.4M | 58k | 75.18 | |
| Labcorp Holdings (LH) | 0.2 | $4.3M | 15k | 287.06 | |
| Chubb (CB) | 0.2 | $4.3M | 15k | 282.25 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $4.3M | 21k | 203.59 | |
| MetLife (MET) | 0.2 | $4.2M | 51k | 82.37 | |
| Zoom Video Communications In cl a (ZM) | 0.2 | $4.1M | 50k | 82.50 | |
| Sap Se Adr (SAP) | 0.2 | $4.1M | 15k | 267.21 | |
| Genuine Parts Company (GPC) | 0.2 | $4.0M | 29k | 138.60 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $4.0M | 14k | 279.29 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.9M | 31k | 124.34 | |
| Cigna Corp (CI) | 0.2 | $3.9M | 14k | 288.25 | |
| F5 Networks (FFIV) | 0.2 | $3.9M | 12k | 323.19 | |
| Air Products & Chemicals (APD) | 0.2 | $3.9M | 14k | 272.72 | |
| Ubs Group Adr (UBS) | 0.2 | $3.8M | 94k | 41.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.8M | 22k | 170.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.8M | 6.2k | 612.38 | |
| Eli Lilly & Co. (LLY) | 0.2 | $3.6M | 4.8k | 763.00 | |
| UnitedHealth (UNH) | 0.2 | $3.5M | 10k | 345.30 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $3.5M | 14k | 254.28 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $3.5M | 19k | 189.70 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.5M | 75k | 46.61 | |
| United Parcel Service (UPS) | 0.2 | $3.5M | 42k | 83.53 | |
| Network Associates Inc cl a (NET) | 0.2 | $3.4M | 16k | 214.59 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.4M | 35k | 96.55 | |
| Home Depot (HD) | 0.2 | $3.4M | 8.3k | 405.21 | |
| Realty Income (O) | 0.2 | $3.3M | 55k | 60.79 | |
| MGM Resorts International. (MGM) | 0.2 | $3.3M | 96k | 34.66 | |
| Prologis (PLD) | 0.2 | $3.2M | 28k | 114.52 | |
| Advanced Micro Devices (AMD) | 0.2 | $3.1M | 19k | 161.79 | |
| Brown-Forman Corporation (BF.B) | 0.2 | $3.1M | 115k | 27.08 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $3.1M | 6.2k | 499.22 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $3.1M | 11k | 275.11 | |
| Roblox Corp (RBLX) | 0.1 | $2.9M | 21k | 138.52 | |
| Cooper Cos (COO) | 0.1 | $2.9M | 43k | 68.56 | |
| U.S. Bancorp (USB) | 0.1 | $2.9M | 60k | 48.33 | |
| Oneok (OKE) | 0.1 | $2.9M | 40k | 72.97 | |
| Airbnb (ABNB) | 0.1 | $2.9M | 24k | 121.42 | |
| Molson Coors Brewing Company (TAP) | 0.1 | $2.8M | 62k | 45.25 | |
| Booking Holdings (BKNG) | 0.1 | $2.8M | 517.00 | 5399.27 | |
| Camden Property Trust (CPT) | 0.1 | $2.8M | 26k | 106.78 | |
| AutoZone (AZO) | 0.1 | $2.7M | 629.00 | 4290.24 | |
| Ferrari Nv Adr (RACE) | 0.1 | $2.6M | 5.4k | 485.22 | |
| Ing Groep N V Adr (ING) | 0.1 | $2.6M | 98k | 26.08 | |
| Honda Motor Adr (HMC) | 0.1 | $2.5M | 82k | 30.80 | |
| Linde Adr (LIN) | 0.1 | $2.5M | 5.3k | 475.00 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.5M | 47k | 53.87 | |
| Shopify Inc Cl A Adr (SHOP) | 0.1 | $2.5M | 17k | 148.61 | |
| SPDR S&P Biotech (XBI) | 0.1 | $2.5M | 25k | 100.20 | |
| Astera Labs (ALAB) | 0.1 | $2.5M | 13k | 195.80 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.4M | 8.2k | 293.74 | |
| Doordash (DASH) | 0.1 | $2.4M | 8.8k | 271.99 | |
| Dell Technologies (DELL) | 0.1 | $2.4M | 17k | 141.77 | |
| Barrick Mining Corp (B) | 0.1 | $2.4M | 72k | 32.77 | |
| McDonald's Corporation (MCD) | 0.1 | $2.3M | 7.7k | 303.89 | |
| Lumentum Hldgs (LITE) | 0.1 | $2.3M | 14k | 162.71 | |
| O'reilly Automotive (ORLY) | 0.1 | $2.3M | 21k | 107.81 | |
| TJX Companies (TJX) | 0.1 | $2.2M | 15k | 144.54 | |
| Snowflake Inc Cl A (SNOW) | 0.1 | $2.2M | 9.7k | 225.55 | |
| Ubiquiti (UI) | 0.1 | $2.2M | 3.3k | 660.58 | |
| Stryker Corporation (SYK) | 0.1 | $2.2M | 5.8k | 369.67 | |
| Koninklijke Philips N V Adr (PHG) | 0.1 | $2.1M | 78k | 27.26 | |
| Industries N shs - a - (LYB) | 0.1 | $2.1M | 43k | 49.04 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $2.1M | 4.6k | 456.00 | |
| Intercontinental Hotels Group Adr (IHG) | 0.1 | $2.0M | 17k | 121.26 | |
| Robinhood Mkts (HOOD) | 0.1 | $2.0M | 14k | 143.18 | |
| Universal Insurance Holdings (UVE) | 0.1 | $2.0M | 76k | 26.30 | |
| Health Care SPDR (XLV) | 0.1 | $2.0M | 14k | 139.17 | |
| Axon Enterprise (AXON) | 0.1 | $1.9M | 2.7k | 717.64 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.9M | 6.0k | 320.04 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.9M | 21k | 91.42 | |
| Sofi Technologies (SOFI) | 0.1 | $1.9M | 72k | 26.42 | |
| Invesco Adr (IVZ) | 0.1 | $1.9M | 82k | 22.94 | |
| Novartis Adr (NVS) | 0.1 | $1.9M | 15k | 128.24 | |
| Ferguson Adr (FERG) | 0.1 | $1.8M | 8.2k | 224.58 | |
| Toronto Dominion Bk Adr (TD) | 0.1 | $1.8M | 23k | 79.95 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.8M | 13k | 142.41 | |
| Bk Nova Scotia Halifax Adr (BNS) | 0.1 | $1.8M | 27k | 64.65 | |
| Tenaris Sa Adr (TS) | 0.1 | $1.8M | 49k | 35.77 | |
| Gilead Sciences (GILD) | 0.1 | $1.8M | 16k | 111.00 | |
| Servicenow (NOW) | 0.1 | $1.8M | 1.9k | 920.28 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.7M | 14k | 120.72 | |
| Shell Adr (SHEL) | 0.1 | $1.7M | 24k | 71.53 | |
| Estee Lauder Companies (EL) | 0.1 | $1.7M | 20k | 88.12 | |
| Interactive Brokers (IBKR) | 0.1 | $1.7M | 25k | 68.81 | |
| Aercap Holdings Nv Adr (AER) | 0.1 | $1.7M | 14k | 121.00 | |
| AllianceBernstein Holding (AB) | 0.1 | $1.7M | 43k | 38.22 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.6M | 15k | 108.96 | |
| St Microelectronics N V Adr (STM) | 0.1 | $1.6M | 58k | 28.26 | |
| Aaon (AAON) | 0.1 | $1.6M | 17k | 93.44 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | 15k | 111.70 | |
| Hca Holdings (HCA) | 0.1 | $1.6M | 3.8k | 426.20 | |
| Freedom Holding Corp (FRHC) | 0.1 | $1.6M | 9.3k | 172.13 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | 17k | 95.47 | |
| Starwood Property Trust (STWD) | 0.1 | $1.6M | 81k | 19.37 | |
| Anheuser Busch Inbev N V Adr (BUD) | 0.1 | $1.6M | 26k | 59.61 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $1.6M | 7.6k | 205.32 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.5M | 11k | 142.40 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.5M | 48k | 31.42 | |
| Reddit (RDDT) | 0.1 | $1.5M | 6.6k | 229.99 | |
| Gartner (IT) | 0.1 | $1.5M | 5.7k | 262.87 | |
| salesforce (CRM) | 0.1 | $1.5M | 6.3k | 237.00 | |
| Okta Inc cl a (OKTA) | 0.1 | $1.5M | 16k | 91.70 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.5M | 18k | 83.82 | |
| Spotify Technology Sa (SPOT) | 0.1 | $1.4M | 2.1k | 698.00 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $1.4M | 22k | 65.01 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.4M | 6.0k | 241.96 | |
| Appfolio (APPF) | 0.1 | $1.4M | 5.2k | 275.66 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.4M | 26k | 54.18 | |
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.1 | $1.4M | 87k | 15.94 | |
| Technology SPDR (XLK) | 0.1 | $1.4M | 4.9k | 281.86 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.4M | 26k | 53.40 | |
| iShares S&P 100 Index (OEF) | 0.1 | $1.4M | 4.1k | 332.84 | |
| Alerian Mlp Etf etf (AMLP) | 0.1 | $1.4M | 29k | 46.93 | |
| Gitlab (GTLB) | 0.1 | $1.4M | 30k | 45.08 | |
| Celsius Holdings (CELH) | 0.1 | $1.3M | 23k | 57.49 | |
| Nxp Semiconductor Nv Adr (NXPI) | 0.1 | $1.3M | 5.8k | 227.73 | |
| Knight Swift Transn Hldgs (KNX) | 0.1 | $1.3M | 34k | 39.51 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.3M | 14k | 93.37 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $1.3M | 53k | 24.82 | |
| Icon Adr (ICLR) | 0.1 | $1.3M | 7.5k | 175.00 | |
| Diageo Adr (DEO) | 0.1 | $1.3M | 13k | 95.43 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.3M | 3.3k | 377.24 | |
| Bhp Group Adr (BHP) | 0.1 | $1.3M | 23k | 55.75 | |
| Docusign (DOCU) | 0.1 | $1.3M | 17k | 72.09 | |
| Draftkings (DKNG) | 0.1 | $1.2M | 32k | 37.40 | |
| Pfizer (PFE) | 0.1 | $1.2M | 46k | 25.48 | |
| J P Morgan Exchange-traded F (JEPI) | 0.1 | $1.1M | 20k | 57.10 | |
| Cme (CME) | 0.1 | $1.1M | 4.3k | 270.19 | |
| Sprott Physical Gold & S (CEF) | 0.1 | $1.1M | 31k | 36.69 | |
| Apellis Pharmaceuticals (APLS) | 0.1 | $1.1M | 50k | 22.63 | |
| Palo Alto Networks (PANW) | 0.1 | $1.1M | 5.3k | 203.62 | |
| Fresenius Medical Care Adr (FMS) | 0.1 | $1.1M | 41k | 26.33 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $1.0M | 5.9k | 176.81 | |
| Icici Bank Adr (IBN) | 0.1 | $1.0M | 34k | 30.23 | |
| Regions Financial Corporation (RF) | 0.0 | $1.0M | 38k | 26.37 | |
| National Grid Adr (NGG) | 0.0 | $1.0M | 14k | 72.67 | |
| Asml Holding Adr (ASML) | 0.0 | $968k | 1.0k | 968.09 | |
| Deutsche Bank Adr (DB) | 0.0 | $955k | 27k | 35.41 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $954k | 5.3k | 178.73 | |
| News Corp Adr (NWS) | 0.0 | $934k | 27k | 34.55 | |
| Takeda Pharmaceutic Company Adr (TAK) | 0.0 | $903k | 62k | 14.64 | |
| British American Tobac (BTI) | 0.0 | $902k | 17k | 53.08 | |
| Novo Nordisk A/s Adr (NVO) | 0.0 | $899k | 16k | 55.49 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $891k | 14k | 65.26 | |
| BP Adr (BP) | 0.0 | $850k | 25k | 34.46 | |
| Applied Materials (AMAT) | 0.0 | $830k | 4.1k | 204.74 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $821k | 3.8k | 215.79 | |
| GSK Adr (GSK) | 0.0 | $818k | 19k | 43.16 | |
| Arcelormittal S A Adr (MT) | 0.0 | $816k | 23k | 36.15 | |
| International Business Machines (IBM) | 0.0 | $815k | 2.9k | 282.16 | |
| Baidu Adr (BIDU) | 0.0 | $804k | 6.1k | 131.77 | |
| Sea Adr (SE) | 0.0 | $789k | 4.4k | 178.73 | |
| Smith & Nephew Adr (SNN) | 0.0 | $787k | 22k | 36.29 | |
| Yum China Holdings Adr (YUMC) | 0.0 | $783k | 18k | 42.92 | |
| Wisdomtree Tr (GDMN) | 0.0 | $715k | 9.0k | 79.47 | |
| Equifax (EFX) | 0.0 | $684k | 2.7k | 256.53 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $676k | 4.9k | 138.24 | |
| Jd.com Adr (JD) | 0.0 | $656k | 19k | 34.98 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $624k | 9.6k | 65.00 | |
| Roper Industries (ROP) | 0.0 | $613k | 1.2k | 498.69 | |
| Deere & Company (DE) | 0.0 | $609k | 1.3k | 457.26 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $607k | 1.0k | 600.37 | |
| 3M Company (MMM) | 0.0 | $601k | 3.9k | 155.18 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $591k | 12k | 51.56 | |
| IDEXX Laboratories (IDXX) | 0.0 | $591k | 925.00 | 638.89 | |
| Encana Corporation (OVV) | 0.0 | $586k | 15k | 40.38 | |
| Jabil Circuit (JBL) | 0.0 | $567k | 2.6k | 217.17 | |
| Nice Adr (NICE) | 0.0 | $565k | 3.9k | 144.78 | |
| MasterCard Incorporated (MA) | 0.0 | $550k | 967.00 | 568.81 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $546k | 7.4k | 73.48 | |
| Union Pacific Corporation (UNP) | 0.0 | $545k | 2.3k | 236.37 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $544k | 3.0k | 183.73 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $528k | 3.8k | 139.68 | |
| Mettler-Toledo International (MTD) | 0.0 | $516k | 420.00 | 1227.61 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $510k | 5.3k | 95.89 | |
| Ies Hldgs (IESC) | 0.0 | $489k | 1.2k | 397.65 | |
| Dana Holding Corporation (DAN) | 0.0 | $486k | 24k | 20.04 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $485k | 1.6k | 307.86 | |
| Aegon Adr (AEG) | 0.0 | $484k | 61k | 7.99 | |
| Simmons First National Corporation (SFNC) | 0.0 | $483k | 25k | 19.17 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $470k | 4.1k | 113.87 | |
| Unilever Adr | 0.0 | $468k | 7.9k | 59.28 | |
| Verizon Communications (VZ) | 0.0 | $461k | 11k | 43.95 | |
| Emcor (EME) | 0.0 | $456k | 702.00 | 649.54 | |
| Macy's (M) | 0.0 | $452k | 25k | 17.93 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $425k | 16k | 26.34 | |
| Ssr Mining (SSRM) | 0.0 | $424k | 17k | 24.42 | |
| Nucor Corporation (NUE) | 0.0 | $410k | 3.0k | 135.42 | |
| State Street Corporation (STT) | 0.0 | $406k | 3.5k | 116.01 | |
| SkyWest (SKYW) | 0.0 | $399k | 4.0k | 100.62 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $393k | 7.1k | 55.77 | |
| Cmb.tech Nv Adr (CMBT) | 0.0 | $389k | 42k | 9.39 | |
| Anthem (ELV) | 0.0 | $388k | 1.2k | 323.12 | |
| Mercury General Corporation (MCY) | 0.0 | $386k | 4.6k | 84.78 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $386k | 1.5k | 259.61 | |
| SYNNEX Corporation (SNX) | 0.0 | $383k | 2.3k | 163.75 | |
| Hf Sinclair Corp (DINO) | 0.0 | $380k | 7.3k | 52.34 | |
| BorgWarner (BWA) | 0.0 | $377k | 8.6k | 43.96 | |
| Performance Food (PFGC) | 0.0 | $372k | 3.6k | 104.04 | |
| Stride (LRN) | 0.0 | $371k | 2.5k | 148.94 | |
| Sanmina (SANM) | 0.0 | $371k | 3.2k | 115.11 | |
| Hanover Insurance (THG) | 0.0 | $370k | 2.0k | 181.63 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $369k | 7.3k | 50.55 | |
| United Natural Foods (UNFI) | 0.0 | $363k | 9.7k | 37.62 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $362k | 9.1k | 39.61 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $361k | 5.3k | 68.12 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $361k | 3.0k | 118.83 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $359k | 4.7k | 76.62 | |
| Primoris Services (PRIM) | 0.0 | $357k | 2.6k | 137.33 | |
| Aptar (ATR) | 0.0 | $356k | 2.7k | 133.66 | |
| SPDR Gold Trust (GLD) | 0.0 | $348k | 980.00 | 355.47 | |
| Philip Morris International (PM) | 0.0 | $348k | 2.1k | 162.17 | |
| Vectrus (VVX) | 0.0 | $339k | 5.8k | 58.09 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $337k | 3.3k | 101.23 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $337k | 1.4k | 245.54 | |
| WESCO International (WCC) | 0.0 | $336k | 1.6k | 211.50 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $332k | 11k | 29.64 | |
| Penske Automotive (PAG) | 0.0 | $331k | 1.9k | 173.91 | |
| Sl Green Realty Corp (SLG) | 0.0 | $329k | 5.5k | 59.81 | |
| SYSCO Corporation (SYY) | 0.0 | $328k | 4.0k | 82.34 | |
| Now (DNOW) | 0.0 | $326k | 21k | 15.25 | |
| Adient (ADNT) | 0.0 | $320k | 13k | 24.08 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $320k | 3.8k | 84.68 | |
| Host Hotels & Resorts (HST) | 0.0 | $319k | 19k | 17.02 | |
| Sonic Automotive (SAH) | 0.0 | $319k | 4.2k | 76.09 | |
| Target Corporation (TGT) | 0.0 | $318k | 3.5k | 89.70 | |
| Rush Street Interactive (RSI) | 0.0 | $318k | 16k | 20.48 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $317k | 3.5k | 91.37 | |
| American Financial (AFG) | 0.0 | $312k | 2.1k | 145.72 | |
| Arcbest (ARCB) | 0.0 | $310k | 4.4k | 69.87 | |
| Alps Etf Tr (OUSA) | 0.0 | $307k | 5.4k | 56.54 | |
| Talen Energy Corp (TLN) | 0.0 | $304k | 715.00 | 425.38 | |
| Pilgrim's Pride Corporation (PPC) | 0.0 | $301k | 7.4k | 40.72 | |
| Lam Research (LRCX) | 0.0 | $299k | 2.2k | 133.90 | |
| InterDigital (IDCC) | 0.0 | $297k | 860.00 | 345.23 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $296k | 10k | 29.56 | |
| Guidewire Software (GWRE) | 0.0 | $293k | 1.3k | 229.86 | |
| Honeywell International (HON) | 0.0 | $292k | 1.4k | 210.50 | |
| Franklin Resources (BEN) | 0.0 | $292k | 13k | 23.13 | |
| Lear Corporation (LEA) | 0.0 | $289k | 2.9k | 100.61 | |
| Intel Corporation (INTC) | 0.0 | $289k | 8.6k | 33.55 | |
| Tri Pointe Homes (TPH) | 0.0 | $285k | 8.4k | 33.97 | |
| Boise Cascade (BCC) | 0.0 | $283k | 3.7k | 77.32 | |
| KB Financial (KB) | 0.0 | $282k | 3.4k | 82.91 | |
| Moody's Corporation (MCO) | 0.0 | $281k | 590.00 | 476.48 | |
| World Fuel Services Corporation (WKC) | 0.0 | $281k | 11k | 25.95 | |
| Life360 (LIF) | 0.0 | $280k | 2.6k | 106.30 | |
| Adtalem Global Ed (ATGE) | 0.0 | $278k | 1.8k | 154.45 | |
| Tapestry (TPR) | 0.0 | $276k | 2.4k | 113.22 | |
| National Vision Hldgs (EYE) | 0.0 | $275k | 9.4k | 29.19 | |
| Asbury Automotive (ABG) | 0.0 | $274k | 1.1k | 244.45 | |
| Avnet (AVT) | 0.0 | $270k | 5.2k | 52.28 | |
| Mid-America Apartment (MAA) | 0.0 | $261k | 1.9k | 139.73 | |
| Sterling Construction Company (STRL) | 0.0 | $259k | 762.00 | 339.68 | |
| Encompass Health Corp (EHC) | 0.0 | $259k | 2.0k | 127.02 | |
| Brighthouse Finl (BHF) | 0.0 | $258k | 4.9k | 53.08 | |
| Compass (COMP) | 0.0 | $257k | 32k | 8.03 | |
| Affirm Hldgs (AFRM) | 0.0 | $257k | 3.5k | 73.08 | |
| Sirius XM Holdings (SIRI) | 0.0 | $256k | 11k | 23.27 | |
| Travelers Companies (TRV) | 0.0 | $256k | 915.00 | 279.22 | |
| Ufp Industries (UFPI) | 0.0 | $255k | 2.7k | 93.49 | |
| Liberty Media CORP-Liberty Live | 0.0 | $254k | 2.6k | 96.97 | |
| American Healthcare Reit (AHR) | 0.0 | $251k | 6.0k | 42.01 | |
| Granite Construction (GVA) | 0.0 | $250k | 2.3k | 109.65 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $249k | 8.9k | 27.90 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $248k | 1.8k | 140.98 | |
| Enbridge (ENB) | 0.0 | $247k | 4.9k | 50.46 | |
| TTM Technologies (TTMI) | 0.0 | $245k | 4.3k | 57.60 | |
| Haleon Adr (HLN) | 0.0 | $245k | 27k | 8.97 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $242k | 2.7k | 89.34 | |
| Mednax (MD) | 0.0 | $234k | 14k | 16.75 | |
| Casella Waste Systems (CWST) | 0.0 | $232k | 2.4k | 94.88 | |
| Hub (HUBG) | 0.0 | $230k | 6.7k | 34.44 | |
| Stonex Group (SNEX) | 0.0 | $229k | 2.3k | 100.92 | |
| Vanguard Growth ETF (VUG) | 0.0 | $228k | 475.00 | 479.19 | |
| Vanguard European ETF (VGK) | 0.0 | $227k | 2.8k | 79.80 | |
| Cameco Corporation (CCJ) | 0.0 | $226k | 2.7k | 83.86 | |
| Argan (AGX) | 0.0 | $226k | 837.00 | 270.05 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $223k | 7.0k | 31.91 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $221k | 7.3k | 30.22 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $218k | 9.4k | 23.28 | |
| Root (ROOT) | 0.0 | $218k | 2.4k | 89.51 | |
| Te Connectivity (TEL) | 0.0 | $216k | 984.00 | 219.53 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $213k | 12k | 17.51 | |
| DXP Enterprises (DXPE) | 0.0 | $212k | 1.8k | 119.07 | |
| Telephone And Data Systems (TDS) | 0.0 | $212k | 5.4k | 39.24 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $209k | 2.5k | 83.11 | |
| Arrow Electronics (ARW) | 0.0 | $205k | 1.7k | 121.00 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $204k | 1.9k | 108.80 | |
| Southern Company (SO) | 0.0 | $204k | 2.2k | 94.77 | |
| Comstock Resources (CRK) | 0.0 | $203k | 10k | 19.83 | |
| Dxc Technology (DXC) | 0.0 | $198k | 15k | 13.63 | |
| Apex Technology Acqui-cl A (AVPT) | 0.0 | $177k | 12k | 15.01 | |
| Organon & Co (OGN) | 0.0 | $147k | 14k | 10.68 | |
| Ford Motor Company (F) | 0.0 | $126k | 11k | 11.96 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $67k | 20k | 3.37 | |
| Senstar Technologies Corp (SNT) | 0.0 | $60k | 12k | 4.99 | |
| Iqiyi Adr (IQ) | 0.0 | $29k | 11k | 2.56 | |
| Clearsign Combustion (CLIR) | 0.0 | $25k | 33k | 0.77 |