Highland Capital Management as of Dec. 31, 2025
Portfolio Holdings for Highland Capital Management
Highland Capital Management holds 407 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $139M | 287k | 483.62 | |
| Apple (AAPL) | 5.4 | $108M | 397k | 271.86 | |
| Broadcom (AVGO) | 3.7 | $75M | 215k | 346.10 | |
| NVIDIA Corporation (NVDA) | 3.2 | $65M | 349k | 186.50 | |
| iShares S&P 500 Index (IVV) | 3.1 | $63M | 91k | 684.94 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $56M | 180k | 313.00 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $50M | 156k | 322.22 | |
| Amazon (AMZN) | 2.3 | $47M | 204k | 230.82 | |
| Micron Technology (MU) | 2.0 | $41M | 143k | 285.41 | |
| iShares Russell 1000 Growth Index (IWF) | 1.8 | $36M | 75k | 473.30 | |
| Alphabet Inc Class C cs (GOOG) | 1.7 | $35M | 111k | 313.80 | |
| Costco Wholesale Corporation (COST) | 1.7 | $34M | 40k | 862.34 | |
| Goldman Sachs (GS) | 1.7 | $34M | 38k | 879.00 | |
| Facebook Inc cl a (META) | 1.5 | $30M | 45k | 660.09 | |
| Merck & Co (MRK) | 1.4 | $28M | 261k | 105.26 | |
| Citigroup (C) | 1.3 | $25M | 218k | 116.69 | |
| Visa (V) | 1.1 | $23M | 65k | 350.71 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.0 | $21M | 231k | 89.46 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $20M | 34k | 579.44 | |
| Lowe's Companies (LOW) | 1.0 | $20M | 81k | 241.16 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $19M | 102k | 183.40 | |
| Bank of America Corporation (BAC) | 0.8 | $16M | 297k | 55.00 | |
| Newmont Mining Corporation (NEM) | 0.8 | $16M | 158k | 99.85 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $14M | 27k | 502.65 | |
| FedEx Corporation (FDX) | 0.7 | $13M | 45k | 288.86 | |
| Johnson & Johnson (JNJ) | 0.6 | $13M | 63k | 206.95 | |
| Tesla Motors (TSLA) | 0.6 | $13M | 29k | 449.72 | |
| S&p Global (SPGI) | 0.6 | $13M | 25k | 522.59 | |
| Cisco Systems (CSCO) | 0.6 | $13M | 163k | 77.03 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.6 | $12M | 27k | 468.76 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.6 | $12M | 43k | 279.14 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $12M | 47k | 256.03 | |
| Carrier Global Corporation (CARR) | 0.6 | $12M | 222k | 52.84 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $12M | 35k | 335.27 | |
| Abbvie (ABBV) | 0.6 | $12M | 51k | 228.49 | |
| Eli Lilly & Co. (LLY) | 0.6 | $12M | 11k | 1074.68 | |
| Caterpillar (CAT) | 0.6 | $11M | 19k | 572.87 | |
| Procter & Gamble Company (PG) | 0.5 | $11M | 77k | 143.31 | |
| Pepsi (PEP) | 0.5 | $11M | 77k | 143.52 | |
| Wal-Mart Stores (WMT) | 0.5 | $11M | 97k | 111.41 | |
| American Express Company (AXP) | 0.5 | $11M | 29k | 369.95 | |
| Boeing Company (BA) | 0.5 | $11M | 49k | 217.12 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.5 | $11M | 116k | 92.30 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.5 | $11M | 50k | 211.79 | |
| Waste Management (WM) | 0.5 | $10M | 47k | 219.71 | |
| ConocoPhillips (COP) | 0.5 | $10M | 110k | 93.61 | |
| Qualcomm (QCOM) | 0.5 | $10M | 60k | 171.05 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $9.6M | 32k | 302.11 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.5 | $9.2M | 52k | 177.37 | |
| Synchrony Financial (SYF) | 0.5 | $9.2M | 110k | 83.43 | |
| Cummins (CMI) | 0.4 | $9.0M | 18k | 510.45 | |
| First Horizon National Corporation (FHN) | 0.4 | $9.0M | 375k | 23.90 | |
| Quanta Services (PWR) | 0.4 | $8.7M | 21k | 422.06 | |
| Uber Technologies (UBER) | 0.4 | $8.3M | 102k | 81.71 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.4 | $8.2M | 24k | 336.47 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $8.1M | 13k | 605.01 | |
| Genuine Parts Company (GPC) | 0.4 | $8.1M | 66k | 122.96 | |
| McKesson Corporation (MCK) | 0.4 | $8.0M | 9.8k | 820.29 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $8.0M | 66k | 120.34 | |
| Danaher Corporation (DHR) | 0.4 | $7.7M | 34k | 228.92 | |
| Roku (ROKU) | 0.4 | $7.6M | 71k | 108.49 | |
| General Electric (GE) | 0.4 | $7.6M | 25k | 308.03 | |
| CBOE Holdings (CBOE) | 0.4 | $7.5M | 30k | 251.00 | |
| Ishares Inc core msci emkt (IEMG) | 0.4 | $7.5M | 112k | 67.22 | |
| Ge Vernova (GEV) | 0.4 | $7.4M | 11k | 653.57 | |
| Delta Air Lines (DAL) | 0.4 | $7.2M | 104k | 69.40 | |
| Marvell Technology (MRVL) | 0.4 | $7.1M | 84k | 84.98 | |
| Corning Incorporated (GLW) | 0.4 | $7.1M | 81k | 87.56 | |
| Toll Brothers (TOL) | 0.3 | $6.7M | 50k | 135.22 | |
| Eaton (ETN) | 0.3 | $6.6M | 21k | 318.51 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $6.6M | 47k | 141.14 | |
| Coca-Cola Company (KO) | 0.3 | $6.5M | 93k | 69.91 | |
| iShares Russell 1000 Index (IWB) | 0.3 | $6.3M | 17k | 373.44 | |
| Morgan Stanley (MS) | 0.3 | $6.1M | 34k | 177.53 | |
| Chevron Corporation (CVX) | 0.3 | $6.0M | 39k | 152.41 | |
| Abbott Laboratories (ABT) | 0.3 | $5.9M | 47k | 125.29 | |
| At&t (T) | 0.3 | $5.9M | 238k | 24.84 | |
| American Electric Power Company (AEP) | 0.3 | $5.9M | 51k | 115.31 | |
| Eagle Materials (EXP) | 0.3 | $5.7M | 28k | 206.68 | |
| American International (AIG) | 0.3 | $5.6M | 65k | 85.55 | |
| TKO Group Holdings (TKO) | 0.3 | $5.5M | 26k | 209.00 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $5.2M | 83k | 62.47 | |
| Apollo Global Mgmt (APO) | 0.3 | $5.1M | 36k | 144.76 | |
| NRG Energy (NRG) | 0.3 | $5.1M | 32k | 159.24 | |
| Marriott International (MAR) | 0.3 | $5.1M | 16k | 310.24 | |
| Walt Disney Company (DIS) | 0.3 | $5.1M | 45k | 113.77 | |
| Cigna Corp (CI) | 0.3 | $5.1M | 18k | 275.23 | |
| Norfolk Southern (NSC) | 0.2 | $5.0M | 17k | 288.72 | |
| Columbia Banking System (COLB) | 0.2 | $5.0M | 178k | 27.95 | |
| MasterCard Incorporated (MA) | 0.2 | $5.0M | 8.7k | 570.88 | |
| Schlumberger (SLB) | 0.2 | $4.9M | 129k | 38.38 | |
| Starbucks Corporation (SBUX) | 0.2 | $4.9M | 59k | 84.21 | |
| Duke Energy (DUK) | 0.2 | $4.9M | 42k | 117.21 | |
| Boston Scientific Corporation (BSX) | 0.2 | $4.9M | 51k | 95.35 | |
| Capital One Financial (COF) | 0.2 | $4.8M | 20k | 242.36 | |
| Accenture Adr (ACN) | 0.2 | $4.8M | 18k | 268.30 | |
| Netflix (NFLX) | 0.2 | $4.7M | 51k | 93.76 | |
| Casey's General Stores (CASY) | 0.2 | $4.7M | 8.5k | 552.71 | |
| TPG (TPG) | 0.2 | $4.7M | 73k | 63.84 | |
| Nextera Energy (NEE) | 0.2 | $4.7M | 58k | 80.28 | |
| Timken Company (TKR) | 0.2 | $4.7M | 55k | 84.13 | |
| Chubb (CB) | 0.2 | $4.6M | 15k | 312.12 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $4.6M | 6.7k | 681.92 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $4.5M | 9.2k | 483.65 | |
| CSX Corporation (CSX) | 0.2 | $4.5M | 123k | 36.25 | |
| Mondelez Int (MDLZ) | 0.2 | $4.4M | 82k | 53.83 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $4.3M | 164k | 26.23 | |
| Automatic Data Processing (ADP) | 0.2 | $4.3M | 17k | 257.23 | |
| Palantir Technologies (PLTR) | 0.2 | $4.3M | 24k | 177.75 | |
| Oracle Corporation (ORCL) | 0.2 | $4.3M | 22k | 194.91 | |
| Medtronic Adr (MDT) | 0.2 | $4.2M | 44k | 96.06 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $4.2M | 20k | 210.34 | |
| Altria (MO) | 0.2 | $4.2M | 72k | 57.66 | |
| Valero Energy Corporation (VLO) | 0.2 | $4.1M | 25k | 162.79 | |
| Zoom Video Communications In cl a (ZM) | 0.2 | $4.1M | 47k | 86.29 | |
| Cheniere Energy (LNG) | 0.2 | $4.1M | 21k | 194.39 | |
| United Parcel Service (UPS) | 0.2 | $3.9M | 40k | 99.19 | |
| Ubs Group Adr (UBS) | 0.2 | $3.9M | 84k | 46.31 | |
| MetLife (MET) | 0.2 | $3.8M | 49k | 78.94 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.8M | 6.1k | 627.13 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $3.8M | 13k | 303.89 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $3.7M | 14k | 257.95 | |
| Builders FirstSource (BLDR) | 0.2 | $3.6M | 35k | 102.89 | |
| Labcorp Holdings (LH) | 0.2 | $3.6M | 14k | 250.88 | |
| Prologis (PLD) | 0.2 | $3.4M | 27k | 127.66 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.2 | $3.4M | 18k | 191.56 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.3M | 35k | 96.27 | |
| MGM Resorts International. (MGM) | 0.2 | $3.3M | 92k | 36.49 | |
| Cooper Cos (COO) | 0.2 | $3.3M | 41k | 81.96 | |
| Air Products & Chemicals (APD) | 0.2 | $3.3M | 14k | 247.02 | |
| Sap Se Adr (SAP) | 0.2 | $3.3M | 14k | 242.91 | |
| Amphenol Corporation (APH) | 0.2 | $3.2M | 24k | 135.14 | |
| UnitedHealth (UNH) | 0.2 | $3.2M | 9.8k | 330.11 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.2M | 72k | 44.69 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $3.1M | 2.6k | 1215.08 | |
| Applied Materials (AMAT) | 0.2 | $3.1M | 12k | 256.99 | |
| U.S. Bancorp (USB) | 0.2 | $3.1M | 57k | 53.36 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $3.0M | 30k | 100.89 | |
| SPDR S&P Biotech (XBI) | 0.1 | $3.0M | 24k | 121.93 | |
| Realty Income (O) | 0.1 | $3.0M | 53k | 56.37 | |
| Health Care SPDR (XLV) | 0.1 | $2.9M | 19k | 154.80 | |
| F5 Networks (FFIV) | 0.1 | $2.9M | 12k | 255.26 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $2.9M | 109k | 26.06 | |
| Home Depot (HD) | 0.1 | $2.8M | 8.3k | 344.11 | |
| Barrick Mining Corp (B) | 0.1 | $2.8M | 64k | 43.55 | |
| Molson Coors Brewing Company (TAP) | 0.1 | $2.8M | 59k | 46.68 | |
| Oneok (OKE) | 0.1 | $2.8M | 38k | 73.50 | |
| Royal Caribbean Cruises Adr (RCL) | 0.1 | $2.6M | 9.3k | 278.92 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.6M | 7.4k | 349.99 | |
| Universal Insurance Holdings (UVE) | 0.1 | $2.6M | 76k | 33.80 | |
| Lumentum Hldgs (LITE) | 0.1 | $2.6M | 6.9k | 368.59 | |
| Lam Research (LRCX) | 0.1 | $2.6M | 15k | 171.18 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $2.5M | 20k | 125.82 | |
| Ing Groep N V Adr (ING) | 0.1 | $2.5M | 89k | 28.00 | |
| Shopify Inc Cl A Adr (SHOP) | 0.1 | $2.5M | 15k | 160.97 | |
| Sony Group Corporation - Adr (SONY) | 0.1 | $2.4M | 95k | 25.60 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.4M | 44k | 54.77 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.4M | 8.2k | 290.22 | |
| American Tower Reit (AMT) | 0.1 | $2.4M | 14k | 175.57 | |
| AmerisourceBergen (COR) | 0.1 | $2.3M | 7.0k | 337.75 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.3M | 11k | 214.16 | |
| Tapestry (TPR) | 0.1 | $2.2M | 17k | 127.77 | |
| Honda Motor Adr (HMC) | 0.1 | $2.2M | 73k | 29.48 | |
| Linde Adr (LIN) | 0.1 | $2.1M | 5.0k | 426.39 | |
| Monster Beverage Corp (MNST) | 0.1 | $2.1M | 27k | 76.67 | |
| Intercontinental Hotels Group Adr (IHG) | 0.1 | $2.1M | 15k | 140.83 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $2.1M | 8.4k | 246.16 | |
| Airbnb (ABNB) | 0.1 | $2.1M | 15k | 135.72 | |
| Expedia (EXPE) | 0.1 | $2.1M | 7.3k | 283.31 | |
| Toronto Dominion Bk Adr (TD) | 0.1 | $1.9M | 21k | 94.20 | |
| Invesco Adr (IVZ) | 0.1 | $1.9M | 74k | 26.27 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.9M | 5.9k | 323.01 | |
| Gilead Sciences (GILD) | 0.1 | $1.9M | 15k | 122.74 | |
| Astera Labs (ALAB) | 0.1 | $1.9M | 11k | 166.36 | |
| Koninklijke Philips N V Adr (PHG) | 0.1 | $1.9M | 68k | 27.08 | |
| Phillips 66 (PSX) | 0.1 | $1.8M | 14k | 129.04 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.8M | 21k | 88.49 | |
| Bk Nova Scotia Halifax Adr (BNS) | 0.1 | $1.8M | 25k | 73.69 | |
| Novartis Adr (NVS) | 0.1 | $1.8M | 13k | 137.87 | |
| Ferrari Nv Adr (RACE) | 0.1 | $1.8M | 4.9k | 369.56 | |
| Industries N shs - a - (LYB) | 0.1 | $1.8M | 41k | 43.30 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $1.8M | 34k | 51.69 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.8M | 14k | 123.26 | |
| McDonald's Corporation (MCD) | 0.1 | $1.8M | 5.8k | 305.63 | |
| Aercap Holdings Nv Adr (AER) | 0.1 | $1.8M | 12k | 143.76 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.8M | 17k | 103.67 | |
| Cardinal Health (CAH) | 0.1 | $1.7M | 8.3k | 205.50 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.7M | 13k | 136.94 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.7M | 15k | 116.09 | |
| Tenaris Sa Adr (TS) | 0.1 | $1.7M | 44k | 38.45 | |
| Hca Holdings (HCA) | 0.1 | $1.7M | 3.6k | 466.86 | |
| Knight Swift Transn Hldgs (KNX) | 0.1 | $1.7M | 32k | 52.28 | |
| Camden Property Trust (CPT) | 0.1 | $1.7M | 15k | 110.08 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.6M | 18k | 93.20 | |
| Nike (NKE) | 0.1 | $1.6M | 26k | 63.71 | |
| Applovin Corp Class A (APP) | 0.1 | $1.6M | 2.4k | 673.82 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.6M | 12k | 135.99 | |
| Ferguson Adr (FERG) | 0.1 | $1.6M | 7.3k | 222.63 | |
| AllianceBernstein Holding (AB) | 0.1 | $1.6M | 42k | 38.48 | |
| Shell Adr (SHEL) | 0.1 | $1.6M | 22k | 73.48 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | 14k | 110.27 | |
| Servicenow (NOW) | 0.1 | $1.5M | 10k | 153.19 | |
| Interactive Brokers (IBKR) | 0.1 | $1.5M | 24k | 64.31 | |
| Anheuser Busch Inbev N V Adr (BUD) | 0.1 | $1.5M | 23k | 64.04 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $1.5M | 22k | 67.13 | |
| Insmed (INSM) | 0.1 | $1.5M | 8.6k | 174.04 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $1.5M | 8.4k | 174.19 | |
| Technology SPDR (XLK) | 0.1 | $1.4M | 10k | 143.97 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.4M | 14k | 99.91 | |
| Estee Lauder Companies (EL) | 0.1 | $1.4M | 13k | 104.72 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.4M | 26k | 53.76 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.4M | 14k | 96.03 | |
| Okta Inc cl a (OKTA) | 0.1 | $1.4M | 16k | 86.47 | |
| Aon (AON) | 0.1 | $1.4M | 3.9k | 352.88 | |
| St Microelectronics N V Adr (STM) | 0.1 | $1.3M | 51k | 25.94 | |
| Sprott Physical Gold & S (CEF) | 0.1 | $1.3M | 29k | 45.80 | |
| Cme (CME) | 0.1 | $1.3M | 4.8k | 273.08 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.3M | 23k | 54.71 | |
| Icon Adr (ICLR) | 0.1 | $1.2M | 6.7k | 182.22 | |
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.1 | $1.2M | 77k | 15.86 | |
| Bhp Group Adr (BHP) | 0.1 | $1.2M | 20k | 60.37 | |
| Comcast Corporation (CMCSA) | 0.1 | $1.2M | 40k | 29.89 | |
| Mongodb Inc. Class A (MDB) | 0.1 | $1.2M | 2.8k | 419.69 | |
| Carvana Co cl a (CVNA) | 0.1 | $1.2M | 2.8k | 422.02 | |
| J P Morgan Exchange-traded F (JEPI) | 0.1 | $1.2M | 20k | 57.24 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.1 | $1.2M | 16k | 72.63 | |
| Docusign (DOCU) | 0.1 | $1.2M | 17k | 68.40 | |
| Network Associates Inc cl a (NET) | 0.1 | $1.1M | 5.8k | 197.15 | |
| Nxp Semiconductor Nv Adr (NXPI) | 0.1 | $1.1M | 5.2k | 217.06 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | 7.1k | 154.14 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $1.1M | 5.8k | 181.21 | |
| Pfizer (PFE) | 0.1 | $1.0M | 42k | 24.90 | |
| Regions Financial Corporation (RF) | 0.1 | $1.0M | 38k | 27.10 | |
| Diageo Adr (DEO) | 0.1 | $1.0M | 12k | 86.27 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $1.0M | 47k | 21.47 | |
| National Grid Adr (NGG) | 0.0 | $946k | 12k | 77.35 | |
| Deutsche Bank Adr (DB) | 0.0 | $933k | 24k | 38.56 | |
| Arcelormittal S A Adr (MT) | 0.0 | $920k | 20k | 45.57 | |
| Robinhood Mkts (HOOD) | 0.0 | $897k | 7.9k | 113.10 | |
| Yum China Holdings Adr (YUMC) | 0.0 | $893k | 19k | 47.74 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $883k | 13k | 66.00 | |
| Fresenius Medical Care Adr (FMS) | 0.0 | $877k | 37k | 23.82 | |
| Icici Bank Adr (IBN) | 0.0 | $861k | 29k | 29.80 | |
| Takeda Pharmaceutic Company Adr (TAK) | 0.0 | $854k | 55k | 15.59 | |
| Starwood Property Trust (STWD) | 0.0 | $835k | 46k | 18.01 | |
| Amgen (AMGN) | 0.0 | $831k | 2.5k | 327.31 | |
| GSK Adr (GSK) | 0.0 | $816k | 17k | 49.04 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $790k | 5.4k | 146.58 | |
| BP Adr (BP) | 0.0 | $783k | 23k | 34.73 | |
| Truist Financial Corp equities (TFC) | 0.0 | $779k | 16k | 49.21 | |
| TJX Companies (TJX) | 0.0 | $768k | 5.0k | 153.61 | |
| Asml Holding Adr (ASML) | 0.0 | $749k | 700.00 | 1069.86 | |
| International Business Machines (IBM) | 0.0 | $743k | 2.5k | 296.21 | |
| Novo Nordisk A/s Adr (NVO) | 0.0 | $738k | 15k | 50.88 | |
| Baidu Adr (BIDU) | 0.0 | $723k | 5.5k | 130.66 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $692k | 4.9k | 141.49 | |
| News Corp Adr (NWS) | 0.0 | $691k | 23k | 29.63 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $657k | 4.1k | 162.01 | |
| IDEXX Laboratories (IDXX) | 0.0 | $626k | 925.00 | 676.53 | |
| Smith & Nephew Adr (SNN) | 0.0 | $623k | 19k | 32.81 | |
| Deere & Company (DE) | 0.0 | $620k | 1.3k | 465.57 | |
| Dell Technologies (DELL) | 0.0 | $618k | 4.9k | 125.88 | |
| 3M Company (MMM) | 0.0 | $602k | 3.8k | 160.10 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $599k | 2.7k | 219.78 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $592k | 964.00 | 614.31 | |
| Mettler-Toledo International (MTD) | 0.0 | $584k | 419.00 | 1394.19 | |
| Jabil Circuit (JBL) | 0.0 | $582k | 2.6k | 228.02 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $579k | 12k | 50.47 | |
| Equifax (EFX) | 0.0 | $579k | 2.7k | 216.98 | |
| Encana Corporation (OVV) | 0.0 | $567k | 15k | 39.19 | |
| Wisdomtree Tr (GDMN) | 0.0 | $558k | 6.0k | 93.02 | |
| Sprott Fds Tr (SLVR) | 0.0 | $558k | 10k | 55.80 | |
| Dana Holding Corporation (DAN) | 0.0 | $558k | 24k | 23.76 | |
| Roper Industries (ROP) | 0.0 | $548k | 1.2k | 445.13 | |
| Global X Fds global x copper (COPX) | 0.0 | $546k | 7.6k | 71.79 | |
| Union Pacific Corporation (UNP) | 0.0 | $533k | 2.3k | 231.32 | |
| Sea Adr (SE) | 0.0 | $531k | 4.2k | 127.57 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $529k | 7.4k | 71.42 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $518k | 3.7k | 141.03 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $515k | 5.3k | 96.88 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $512k | 3.0k | 173.49 | |
| Macy's (M) | 0.0 | $507k | 23k | 22.05 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $505k | 6.8k | 74.03 | |
| Nucor Corporation (NUE) | 0.0 | $494k | 3.0k | 163.13 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $491k | 1.6k | 314.80 | |
| Jd.com Adr (JD) | 0.0 | $488k | 17k | 28.70 | |
| Simmons First National Corporation (SFNC) | 0.0 | $475k | 25k | 18.85 | |
| Sanmina (SANM) | 0.0 | $473k | 3.2k | 150.07 | |
| Ies Hldgs (IESC) | 0.0 | $467k | 1.2k | 389.02 | |
| State Street Corporation (STT) | 0.0 | $452k | 3.5k | 129.01 | |
| iShares S&P 100 Index (OEF) | 0.0 | $439k | 1.3k | 342.97 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $423k | 1.3k | 314.84 | |
| Amkor Technology (AMKR) | 0.0 | $422k | 11k | 39.48 | |
| Verizon Communications (VZ) | 0.0 | $421k | 10k | 40.73 | |
| Emcor (EME) | 0.0 | $421k | 688.00 | 611.79 | |
| Anthem (ELV) | 0.0 | $421k | 1.2k | 350.55 | |
| Aegon Adr (AEG) | 0.0 | $420k | 54k | 7.71 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $392k | 1.4k | 287.93 | |
| Sofi Technologies (SOFI) | 0.0 | $391k | 15k | 26.18 | |
| Nice Adr (NICE) | 0.0 | $390k | 3.5k | 113.04 | |
| SPDR Gold Trust (GLD) | 0.0 | $388k | 980.00 | 396.31 | |
| Mercury General Corporation (MCY) | 0.0 | $386k | 4.1k | 94.06 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $378k | 7.1k | 53.42 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $378k | 9.1k | 41.36 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $377k | 5.3k | 70.98 | |
| BorgWarner (BWA) | 0.0 | $376k | 8.3k | 45.06 | |
| Constellium Se cl a (CSTM) | 0.0 | $367k | 20k | 18.85 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $366k | 3.0k | 120.18 | |
| Bruker Corporation (BRKR) | 0.0 | $363k | 7.7k | 47.11 | |
| Hanover Insurance (THG) | 0.0 | $361k | 2.0k | 182.77 | |
| Schneider National Inc cl b (SNDR) | 0.0 | $360k | 14k | 26.53 | |
| AutoZone (AZO) | 0.0 | $360k | 106.00 | 3391.50 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $358k | 9.6k | 37.45 | |
| Cmb.tech Nv Adr (CMBT) | 0.0 | $356k | 37k | 9.65 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $348k | 3.1k | 113.93 | |
| Yum! Brands (YUM) | 0.0 | $343k | 2.3k | 151.28 | |
| SYNNEX Corporation (SNX) | 0.0 | $342k | 2.3k | 150.23 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $341k | 4.5k | 75.32 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $340k | 3.2k | 106.65 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $340k | 3.8k | 90.00 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $338k | 13k | 26.91 | |
| United Natural Foods (UNFI) | 0.0 | $337k | 10k | 33.67 | |
| Hilton Grand Vacations (HGV) | 0.0 | $336k | 7.5k | 44.75 | |
| Hf Sinclair Corp (DINO) | 0.0 | $334k | 7.2k | 46.08 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $334k | 11k | 30.07 | |
| Host Hotels & Resorts (HST) | 0.0 | $327k | 18k | 17.73 | |
| Eastman Chemical Company (EMN) | 0.0 | $326k | 5.1k | 63.83 | |
| Aptar (ATR) | 0.0 | $325k | 2.7k | 121.96 | |
| Lear Corporation (LEA) | 0.0 | $319k | 2.8k | 114.60 | |
| Arcbest (ARCB) | 0.0 | $319k | 4.3k | 74.19 | |
| Intel Corporation (INTC) | 0.0 | $318k | 8.6k | 36.90 | |
| Philip Morris International (PM) | 0.0 | $317k | 2.0k | 160.40 | |
| Primoris Services (PRIM) | 0.0 | $317k | 2.6k | 124.14 | |
| Par Petroleum (PARR) | 0.0 | $316k | 9.0k | 35.14 | |
| DNP Select Income Fund (DNP) | 0.0 | $312k | 31k | 9.99 | |
| Performance Food (PFGC) | 0.0 | $311k | 3.5k | 89.92 | |
| Alps Etf Tr (OUSA) | 0.0 | $309k | 5.4k | 57.70 | |
| Moody's Corporation (MCO) | 0.0 | $301k | 590.00 | 510.85 | |
| Penske Automotive (PAG) | 0.0 | $291k | 1.8k | 158.29 | |
| TTM Technologies (TTMI) | 0.0 | $286k | 4.1k | 69.00 | |
| Vectrus (VVX) | 0.0 | $282k | 5.2k | 54.55 | |
| American Financial (AFG) | 0.0 | $282k | 2.1k | 136.68 | |
| Now (DNOW) | 0.0 | $276k | 21k | 13.25 | |
| Realogy Hldgs | 0.0 | $273k | 19k | 14.16 | |
| American Healthcare Reit (AHR) | 0.0 | $273k | 5.8k | 47.06 | |
| Hub (HUBG) | 0.0 | $273k | 6.4k | 42.61 | |
| Honeywell International (HON) | 0.0 | $271k | 1.4k | 195.09 | |
| InterDigital (IDCC) | 0.0 | $267k | 840.00 | 318.38 | |
| Travelers Companies (TRV) | 0.0 | $265k | 912.00 | 290.06 | |
| Ciena Corporation (CIEN) | 0.0 | $263k | 1.1k | 233.87 | |
| Talen Energy Corp (TLN) | 0.0 | $260k | 694.00 | 374.84 | |
| Mid-America Apartment (MAA) | 0.0 | $259k | 1.9k | 138.91 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $258k | 3.4k | 75.91 | |
| KB Financial (KB) | 0.0 | $258k | 3.0k | 86.04 | |
| Argan (AGX) | 0.0 | $257k | 819.00 | 313.32 | |
| Tri Pointe Homes (TPH) | 0.0 | $256k | 8.1k | 31.47 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $252k | 1.8k | 143.55 | |
| Pilgrim's Pride Corporation (PPC) | 0.0 | $252k | 6.5k | 38.99 | |
| Fluor Corporation (FLR) | 0.0 | $252k | 6.4k | 39.63 | |
| Urban Outfitters (URBN) | 0.0 | $251k | 3.3k | 75.26 | |
| Cameco Corporation (CCJ) | 0.0 | $247k | 2.7k | 91.49 | |
| Madison Square (SPHR) | 0.0 | $247k | 2.6k | 95.08 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $242k | 5.4k | 44.71 | |
| Ufp Industries (UFPI) | 0.0 | $240k | 2.6k | 91.05 | |
| Comfort Systems USA (FIX) | 0.0 | $238k | 255.00 | 933.29 | |
| Rev | 0.0 | $237k | 3.9k | 60.81 | |
| National Vision Hldgs (EYE) | 0.0 | $236k | 9.1k | 25.82 | |
| Enbridge (ENB) | 0.0 | $234k | 4.9k | 47.83 | |
| Hecla Mining Company (HL) | 0.0 | $233k | 12k | 19.19 | |
| Celsius Holdings (CELH) | 0.0 | $231k | 5.1k | 45.74 | |
| Comstock Resources (CRK) | 0.0 | $231k | 9.9k | 23.18 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $229k | 3.5k | 66.39 | |
| Sterling Construction Company (STRL) | 0.0 | $228k | 746.00 | 306.23 | |
| Haleon Adr (HLN) | 0.0 | $227k | 22k | 10.11 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $226k | 9.4k | 24.04 | |
| Te Connectivity (TEL) | 0.0 | $224k | 984.00 | 227.51 | |
| Xometry (XMTR) | 0.0 | $223k | 3.8k | 59.47 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $223k | 4.0k | 55.44 | |
| SYSCO Corporation (SYY) | 0.0 | $221k | 3.0k | 73.69 | |
| Fabrinet (FN) | 0.0 | $220k | 484.00 | 455.28 | |
| Sirius XM Holdings (SIRI) | 0.0 | $220k | 11k | 20.00 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $219k | 6.7k | 32.62 | |
| Nextracker (NXT) | 0.0 | $219k | 2.5k | 87.11 | |
| Encompass Health Corp (EHC) | 0.0 | $216k | 2.0k | 106.14 | |
| Telephone And Data Systems (TDS) | 0.0 | $216k | 5.3k | 41.00 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $215k | 2.5k | 87.34 | |
| Asbury Automotive (ABG) | 0.0 | $213k | 915.00 | 232.53 | |
| Avadel Pharmaceuticals (AVDL) | 0.0 | $213k | 9.9k | 21.55 | |
| Sonic Automotive (SAH) | 0.0 | $212k | 3.4k | 61.86 | |
| Perimeter Solutions (PRM) | 0.0 | $212k | 7.7k | 27.53 | |
| Voya Financial (VOYA) | 0.0 | $210k | 2.8k | 74.49 | |
| Target Corporation (TGT) | 0.0 | $210k | 2.1k | 97.75 | |
| Adient (ADNT) | 0.0 | $209k | 11k | 19.17 | |
| World Fuel Services Corporation (WKC) | 0.0 | $208k | 8.9k | 23.43 | |
| Calix (CALX) | 0.0 | $208k | 3.9k | 52.93 | |
| Avnet (AVT) | 0.0 | $205k | 4.3k | 48.08 | |
| Vanguard Growth ETF (VUG) | 0.0 | $204k | 418.00 | 488.17 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $202k | 7.1k | 28.48 | |
| Capri Holdings Adr (CPRI) | 0.0 | $200k | 8.2k | 24.40 | |
| Dxc Technology (DXC) | 0.0 | $176k | 12k | 14.65 | |
| Stoneco (STNE) | 0.0 | $156k | 11k | 14.79 | |
| Organon & Co (OGN) | 0.0 | $98k | 14k | 7.17 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $89k | 20k | 4.47 | |
| Senstar Technologies Corp (SNT) | 0.0 | $58k | 12k | 4.83 | |
| Ferroglobe (GSM) | 0.0 | $46k | 10k | 4.64 | |
| Iqiyi Adr (IQ) | 0.0 | $22k | 11k | 1.92 | |
| Clearsign Combustion (CLIR) | 0.0 | $18k | 33k | 0.56 |