Highland Capital Management as of March 31, 2026
Portfolio Holdings for Highland Capital Management
Highland Capital Management holds 416 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.6 | $107M | 288k | 370.17 | |
| Apple (AAPL) | 5.3 | $100M | 393k | 253.79 | |
| Broadcom (AVGO) | 3.5 | $67M | 215k | 309.51 | |
| NVIDIA Corporation (NVDA) | 3.2 | $61M | 352k | 174.40 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $52M | 180k | 287.56 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $47M | 158k | 294.16 | |
| Micron Technology (MU) | 2.4 | $45M | 134k | 337.84 | |
| iShares S&P 500 Index (IVV) | 2.4 | $45M | 69k | 653.21 | |
| Amazon (AMZN) | 2.3 | $43M | 204k | 208.27 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $40M | 139k | 286.86 | |
| Costco Wholesale Corporation (COST) | 2.0 | $38M | 38k | 996.43 | |
| Goldman Sachs (GS) | 1.6 | $31M | 36k | 846.00 | |
| Merck & Co (MRK) | 1.5 | $29M | 238k | 120.29 | |
| Facebook Inc cl a (META) | 1.3 | $25M | 43k | 572.13 | |
| Citigroup (C) | 1.3 | $24M | 215k | 113.41 | |
| iShares Russell 1000 Growth Index (IWF) | 1.1 | $21M | 48k | 426.40 | |
| Raytheon Technologies Corp (RTX) | 1.0 | $20M | 101k | 192.90 | |
| Lowe's Companies (LOW) | 1.0 | $19M | 80k | 236.28 | |
| Visa (V) | 0.9 | $17M | 58k | 302.24 | |
| Newmont Mining Corporation (NEM) | 0.9 | $17M | 158k | 108.25 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $17M | 34k | 491.52 | |
| FedEx Corporation (FDX) | 0.9 | $16M | 45k | 356.18 | |
| Johnson & Johnson (JNJ) | 0.8 | $15M | 63k | 244.44 | |
| ConocoPhillips (COP) | 0.8 | $14M | 109k | 132.00 | |
| Wal-Mart Stores (WMT) | 0.7 | $14M | 112k | 124.28 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $13M | 27k | 479.20 | |
| Bank of America Corporation (BAC) | 0.7 | $13M | 264k | 48.75 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.7 | $13M | 33k | 390.41 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.7 | $13M | 141k | 90.53 | |
| Cisco Systems (CSCO) | 0.7 | $12M | 160k | 77.59 | |
| Ge Vernova (GEV) | 0.7 | $12M | 14k | 872.90 | |
| Carrier Global Corporation (CARR) | 0.7 | $12M | 220k | 56.31 | |
| Pepsi (PEP) | 0.6 | $12M | 77k | 155.29 | |
| Quanta Services (PWR) | 0.6 | $12M | 21k | 549.02 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $11M | 35k | 320.81 | |
| Procter & Gamble Company (PG) | 0.6 | $11M | 77k | 144.44 | |
| Corning Incorporated (GLW) | 0.6 | $11M | 81k | 135.97 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $11M | 65k | 169.66 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $11M | 54k | 197.50 | |
| S&p Global (SPGI) | 0.6 | $11M | 25k | 425.34 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.6 | $10M | 34k | 304.32 | |
| Boeing Company (BA) | 0.5 | $10M | 50k | 199.03 | |
| Abbvie (ABBV) | 0.5 | $9.7M | 44k | 217.49 | |
| Chevron Corporation (CVX) | 0.5 | $9.0M | 44k | 206.90 | |
| Waste Management (WM) | 0.5 | $8.9M | 39k | 229.79 | |
| Caterpillar (CAT) | 0.5 | $8.8M | 12k | 708.46 | |
| American Express Company (AXP) | 0.5 | $8.7M | 29k | 302.49 | |
| Uber Technologies (UBER) | 0.5 | $8.7M | 121k | 71.93 | |
| First Horizon National Corporation (FHN) | 0.5 | $8.6M | 379k | 22.76 | |
| CBOE Holdings (CBOE) | 0.4 | $8.4M | 30k | 281.07 | |
| Tesla Motors (TSLA) | 0.4 | $7.9M | 21k | 371.75 | |
| Genuine Parts Company (GPC) | 0.4 | $7.6M | 72k | 105.75 | |
| Synchrony Financial (SYF) | 0.4 | $7.5M | 111k | 68.02 | |
| Qualcomm (QCOM) | 0.4 | $7.5M | 58k | 128.78 | |
| Eaton (ETN) | 0.4 | $7.4M | 21k | 357.67 | |
| General Electric (GE) | 0.4 | $7.0M | 25k | 283.77 | |
| Marvell Technology (MRVL) | 0.4 | $6.9M | 70k | 99.05 | |
| At&t (T) | 0.4 | $6.9M | 237k | 28.99 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $6.9M | 13k | 522.71 | |
| Roku (ROKU) | 0.4 | $6.8M | 72k | 94.62 | |
| Delta Air Lines (DAL) | 0.4 | $6.8M | 102k | 66.48 | |
| TKO Group Holdings (TKO) | 0.4 | $6.7M | 33k | 201.65 | |
| Toll Brothers (TOL) | 0.4 | $6.7M | 49k | 136.47 | |
| Schlumberger (SLB) | 0.4 | $6.7M | 130k | 51.39 | |
| American Electric Power Company (AEP) | 0.4 | $6.6M | 51k | 131.08 | |
| Danaher Corporation (DHR) | 0.3 | $6.5M | 34k | 189.60 | |
| iShares Russell 1000 Index (IWB) | 0.3 | $6.3M | 18k | 356.56 | |
| Valero Energy Corporation (VLO) | 0.3 | $6.3M | 26k | 247.08 | |
| iShares Dow Jones Select Dividend (DVY) | 0.3 | $6.3M | 41k | 151.41 | |
| Eli Lilly & Co. (LLY) | 0.3 | $6.1M | 6.6k | 919.77 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.3 | $6.1M | 24k | 257.35 | |
| Casey's General Stores (CASY) | 0.3 | $6.0M | 8.3k | 727.86 | |
| McKesson Corporation (MCK) | 0.3 | $6.0M | 6.9k | 865.36 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.3 | $6.0M | 20k | 302.25 | |
| Marriott International (MAR) | 0.3 | $6.0M | 18k | 327.07 | |
| American Water Works (AWK) | 0.3 | $5.9M | 44k | 136.09 | |
| Cheniere Energy (LNG) | 0.3 | $5.9M | 21k | 283.76 | |
| Morgan Stanley (MS) | 0.3 | $5.6M | 34k | 164.57 | |
| Timken Company (TKR) | 0.3 | $5.5M | 55k | 100.57 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.3 | $5.5M | 25k | 217.25 | |
| Duke Energy (DUK) | 0.3 | $5.5M | 42k | 130.94 | |
| Cummins (CMI) | 0.3 | $5.4M | 10k | 538.02 | |
| Nextera Energy (NEE) | 0.3 | $5.4M | 58k | 92.88 | |
| Coca-Cola Company (KO) | 0.3 | $5.3M | 70k | 76.05 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $5.3M | 83k | 64.08 | |
| Akamai Technologies (AKAM) | 0.3 | $5.3M | 46k | 114.85 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.3M | 59k | 89.59 | |
| Eagle Materials (EXP) | 0.3 | $5.2M | 28k | 189.45 | |
| Columbia Banking System (COLB) | 0.3 | $5.0M | 183k | 27.43 | |
| CSX Corporation (CSX) | 0.3 | $5.0M | 121k | 41.05 | |
| Norfolk Southern (NSC) | 0.3 | $4.9M | 17k | 287.00 | |
| American International (AIG) | 0.3 | $4.9M | 65k | 75.25 | |
| Cigna Corp (CI) | 0.3 | $4.9M | 18k | 266.75 | |
| Abbott Laboratories (ABT) | 0.3 | $4.8M | 47k | 102.67 | |
| Lumentum Hldgs (LITE) | 0.3 | $4.8M | 6.8k | 702.76 | |
| Altria (MO) | 0.3 | $4.8M | 72k | 65.99 | |
| Lam Research (LRCX) | 0.2 | $4.7M | 22k | 213.66 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $4.7M | 22k | 213.67 | |
| Chubb (CB) | 0.2 | $4.7M | 14k | 325.93 | |
| NRG Energy (NRG) | 0.2 | $4.6M | 32k | 146.14 | |
| Palantir Technologies (PLTR) | 0.2 | $4.3M | 30k | 146.28 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $4.3M | 6.6k | 650.34 | |
| Walt Disney Company (DIS) | 0.2 | $4.3M | 44k | 96.38 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $4.2M | 13k | 337.95 | |
| Medtronic Adr (MDT) | 0.2 | $4.0M | 46k | 86.65 | |
| Schwab U S Broad Market ETF (SCHB) | 0.2 | $4.0M | 158k | 25.10 | |
| Apollo Global Mgmt (APO) | 0.2 | $3.9M | 35k | 111.42 | |
| United Parcel Service (UPS) | 0.2 | $3.9M | 40k | 98.38 | |
| Air Products & Chemicals (APD) | 0.2 | $3.9M | 13k | 290.49 | |
| Labcorp Holdings (LH) | 0.2 | $3.9M | 15k | 266.81 | |
| Mondelez Int (MDLZ) | 0.2 | $3.8M | 66k | 57.64 | |
| Zoom Video Communications In cl a (ZM) | 0.2 | $3.8M | 47k | 80.39 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $3.8M | 14k | 261.92 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $3.7M | 6.2k | 604.40 | |
| Netflix (NFLX) | 0.2 | $3.7M | 39k | 96.15 | |
| Royal Caribbean Cruises Adr (RCL) | 0.2 | $3.7M | 13k | 275.18 | |
| Capital One Financial (COF) | 0.2 | $3.6M | 20k | 182.43 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $3.6M | 6.0k | 597.55 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $3.6M | 51k | 69.75 | |
| Prologis (PLD) | 0.2 | $3.6M | 27k | 132.18 | |
| Accenture Adr (ACN) | 0.2 | $3.5M | 18k | 198.29 | |
| MetLife (MET) | 0.2 | $3.4M | 49k | 70.72 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $3.4M | 19k | 184.28 | |
| MGM Resorts International. (MGM) | 0.2 | $3.4M | 92k | 37.01 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $3.4M | 35k | 97.23 | |
| Oneok (OKE) | 0.2 | $3.4M | 37k | 90.39 | |
| Automatic Data Processing (ADP) | 0.2 | $3.3M | 17k | 203.18 | |
| F5 Networks (FFIV) | 0.2 | $3.3M | 12k | 289.33 | |
| Industries N shs - a - (LYB) | 0.2 | $3.3M | 41k | 80.56 | |
| Ubs Group Adr (UBS) | 0.2 | $3.3M | 84k | 39.07 | |
| Applied Materials (AMAT) | 0.2 | $3.2M | 9.5k | 341.79 | |
| Realty Income (O) | 0.2 | $3.2M | 52k | 61.18 | |
| Amphenol Corporation (APH) | 0.2 | $3.2M | 25k | 126.35 | |
| Oracle Corporation (ORCL) | 0.2 | $3.2M | 22k | 147.11 | |
| T. Rowe Price (TROW) | 0.2 | $3.2M | 35k | 90.14 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.2M | 72k | 44.37 | |
| Boston Scientific Corporation (BSX) | 0.2 | $3.1M | 50k | 62.75 | |
| SPDR S&P Biotech (XBI) | 0.2 | $3.1M | 25k | 127.73 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $3.0M | 2.0k | 1472.41 | |
| TPG (TPG) | 0.2 | $3.0M | 73k | 40.51 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.9M | 14k | 203.43 | |
| Builders FirstSource (BLDR) | 0.2 | $2.9M | 35k | 82.33 | |
| U.S. Bancorp (USB) | 0.2 | $2.9M | 56k | 52.01 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.9M | 30k | 96.47 | |
| Cooper Cos (COO) | 0.2 | $2.9M | 40k | 71.50 | |
| Brown-Forman Corporation (BF.B) | 0.2 | $2.9M | 108k | 26.44 | |
| Health Care SPDR (XLV) | 0.2 | $2.8M | 19k | 146.61 | |
| Home Depot (HD) | 0.1 | $2.7M | 8.1k | 328.90 | |
| UnitedHealth (UNH) | 0.1 | $2.6M | 9.7k | 270.59 | |
| Barrick Mining Corp (B) | 0.1 | $2.6M | 64k | 40.79 | |
| Universal Insurance Holdings (UVE) | 0.1 | $2.6M | 76k | 34.16 | |
| Tapestry (TPR) | 0.1 | $2.6M | 18k | 141.11 | |
| Tenaris Sa Adr (TS) | 0.1 | $2.6M | 44k | 58.18 | |
| Molson Coors Brewing Company (TAP) | 0.1 | $2.5M | 59k | 43.06 | |
| Linde Adr (LIN) | 0.1 | $2.5M | 5.0k | 495.76 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.3M | 8.1k | 287.18 | |
| Ing Groep N V Adr (ING) | 0.1 | $2.3M | 88k | 26.05 | |
| Sap Se Adr (SAP) | 0.1 | $2.3M | 13k | 171.21 | |
| Novartis Adr (NVS) | 0.1 | $2.3M | 15k | 152.75 | |
| Comfort Systems USA (FIX) | 0.1 | $2.2M | 1.6k | 1378.99 | |
| Ftai Aviation (FTAI) | 0.1 | $2.1M | 8.7k | 245.00 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $2.1M | 8.5k | 250.58 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.1M | 42k | 49.37 | |
| Arista Networks (ANET) | 0.1 | $2.1M | 17k | 122.78 | |
| MasTec (MTZ) | 0.1 | $2.1M | 6.5k | 321.74 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $2.0M | 17k | 118.21 | |
| Nike (NKE) | 0.1 | $2.0M | 38k | 52.82 | |
| Shell Adr (SHEL) | 0.1 | $2.0M | 22k | 93.00 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | 33k | 60.65 | |
| Intercontinental Hotels Group Adr (IHG) | 0.1 | $2.0M | 15k | 133.46 | |
| Sony Group Corporation - Adr (SONY) | 0.1 | $2.0M | 95k | 20.70 | |
| Airbnb (ABNB) | 0.1 | $1.9M | 15k | 126.28 | |
| Toronto Dominion Bk Adr (TD) | 0.1 | $1.9M | 21k | 93.31 | |
| Koninklijke Philips N V Adr (PHG) | 0.1 | $1.9M | 68k | 27.40 | |
| Camden Property Trust (CPT) | 0.1 | $1.9M | 19k | 97.66 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.8M | 18k | 100.09 | |
| Applovin Corp Class A (APP) | 0.1 | $1.8M | 4.6k | 398.00 | |
| Shopify Inc Cl A Adr (SHOP) | 0.1 | $1.8M | 15k | 118.62 | |
| Spotify Technology Sa (SPOT) | 0.1 | $1.8M | 3.7k | 484.91 | |
| Workday Inc cl a (WDAY) | 0.1 | $1.8M | 14k | 129.92 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.8M | 32k | 56.79 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.8M | 5.7k | 313.81 | |
| Invesco Adr (IVZ) | 0.1 | $1.8M | 73k | 24.29 | |
| Phillips 66 (PSX) | 0.1 | $1.8M | 9.7k | 182.19 | |
| St Microelectronics N V Adr (STM) | 0.1 | $1.8M | 51k | 34.55 | |
| Honda Motor Adr (HMC) | 0.1 | $1.8M | 73k | 24.31 | |
| Cardinal Health (CAH) | 0.1 | $1.8M | 8.4k | 211.31 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.8M | 26k | 68.25 | |
| Expedia (EXPE) | 0.1 | $1.7M | 7.6k | 230.89 | |
| Penumbra (PEN) | 0.1 | $1.7M | 5.3k | 328.37 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 7.1k | 243.08 | |
| Hca Holdings (HCA) | 0.1 | $1.7M | 3.6k | 473.24 | |
| Ferguson Adr (FERG) | 0.1 | $1.7M | 7.3k | 233.26 | |
| Bk Nova Scotia Halifax Adr (BNS) | 0.1 | $1.7M | 25k | 69.31 | |
| salesforce (CRM) | 0.1 | $1.7M | 9.0k | 186.67 | |
| Aercap Holdings Nv Adr (AER) | 0.1 | $1.7M | 12k | 137.18 | |
| Ferrari Nv Adr (RACE) | 0.1 | $1.6M | 4.9k | 338.45 | |
| Anheuser Busch Inbev N V Adr (BUD) | 0.1 | $1.6M | 23k | 69.37 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.6M | 12k | 128.12 | |
| AllianceBernstein Holding (AB) | 0.1 | $1.6M | 42k | 37.44 | |
| Banco Santander (SAN) | 0.1 | $1.5M | 135k | 11.28 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.5M | 14k | 109.71 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.5M | 5.9k | 248.00 | |
| Bhp Group Adr (BHP) | 0.1 | $1.5M | 20k | 72.74 | |
| M/a (MTSI) | 0.1 | $1.4M | 6.4k | 222.07 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.4M | 18k | 79.61 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.4M | 26k | 54.05 | |
| Interactive Brokers (IBKR) | 0.1 | $1.4M | 21k | 67.07 | |
| Las Vegas Sands (LVS) | 0.1 | $1.4M | 26k | 53.88 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $1.4M | 12k | 113.11 | |
| Sprott Physical Gold & S (CEF) | 0.1 | $1.4M | 29k | 47.72 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.4M | 14k | 97.13 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.4M | 4.5k | 304.08 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.4M | 14k | 93.98 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.3M | 11k | 118.05 | |
| Technology SPDR (XLK) | 0.1 | $1.3M | 10k | 132.90 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $1.3M | 35k | 38.01 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $1.3M | 15k | 88.70 | |
| Mitsubishi Ufj Financial Group Adr (MUFG) | 0.1 | $1.3M | 77k | 16.97 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $1.3M | 6.6k | 191.92 | |
| Cme (CME) | 0.1 | $1.3M | 4.2k | 295.35 | |
| Aon (AON) | 0.1 | $1.2M | 3.9k | 322.78 | |
| Houlihan Lokey Inc cl a (HLI) | 0.1 | $1.2M | 8.4k | 143.62 | |
| Network Associates Inc cl a (NET) | 0.1 | $1.2M | 5.7k | 206.34 | |
| Southwest Airlines (LUV) | 0.1 | $1.2M | 31k | 37.57 | |
| Dana Holding Corporation (DAN) | 0.1 | $1.1M | 34k | 33.65 | |
| Ubiquiti (UI) | 0.1 | $1.1M | 1.4k | 790.29 | |
| J P Morgan Exchange-traded F (JEPI) | 0.1 | $1.1M | 20k | 56.68 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $1.1M | 17k | 68.47 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.1 | $1.1M | 12k | 93.74 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $1.1M | 5.7k | 189.59 | |
| Gates Industrial Corpratin P ord (GTES) | 0.1 | $1.1M | 47k | 22.61 | |
| Arcelormittal S A Adr (MT) | 0.1 | $1.0M | 20k | 51.98 | |
| National Grid Adr (NGG) | 0.1 | $1.0M | 12k | 84.60 | |
| Nxp Semiconductor Nv Adr (NXPI) | 0.1 | $1.0M | 5.2k | 196.86 | |
| Takeda Pharmaceutic Company Adr (TAK) | 0.1 | $1.0M | 55k | 18.52 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $1.0M | 46k | 21.76 | |
| Jabil Circuit (JBL) | 0.1 | $1.0M | 3.8k | 265.63 | |
| Halozyme Therapeutics (HALO) | 0.1 | $972k | 15k | 64.63 | |
| Regions Financial Corporation (RF) | 0.1 | $969k | 37k | 26.12 | |
| Ionis Pharmaceuticals (IONS) | 0.1 | $963k | 13k | 75.09 | |
| Estee Lauder Companies (EL) | 0.0 | $932k | 13k | 71.77 | |
| Asml Holding Adr (ASML) | 0.0 | $930k | 704.00 | 1320.83 | |
| GSK Adr (GSK) | 0.0 | $916k | 17k | 55.19 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $913k | 14k | 65.15 | |
| Cava Group Ord (CAVA) | 0.0 | $907k | 11k | 80.90 | |
| Ies Hldgs (IESC) | 0.0 | $900k | 1.9k | 476.47 | |
| Yum China Holdings Adr (YUMC) | 0.0 | $895k | 18k | 48.78 | |
| KB Financial (KB) | 0.0 | $878k | 8.8k | 99.73 | |
| Diageo Adr (DEO) | 0.0 | $874k | 12k | 74.45 | |
| Pfizer (PFE) | 0.0 | $874k | 31k | 28.08 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $857k | 13k | 67.53 | |
| Encana Corporation (OVV) | 0.0 | $855k | 14k | 59.36 | |
| Comcast Corporation (CMCSA) | 0.0 | $848k | 30k | 28.71 | |
| Fresenius Medical Care Adr (FMS) | 0.0 | $827k | 37k | 22.56 | |
| Rocket Lab Corp (RKLB) | 0.0 | $821k | 13k | 64.22 | |
| Par Petroleum (PARR) | 0.0 | $820k | 13k | 62.64 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $814k | 7.1k | 114.99 | |
| Dell Technologies (DELL) | 0.0 | $800k | 4.9k | 164.13 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $788k | 2.0k | 394.15 | |
| Emcor (EME) | 0.0 | $771k | 1.0k | 738.31 | |
| Deere & Company (DE) | 0.0 | $750k | 1.3k | 563.30 | |
| Icici Bank Adr (IBN) | 0.0 | $747k | 29k | 25.90 | |
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $745k | 10k | 73.32 | |
| Icon Adr (ICLR) | 0.0 | $743k | 6.7k | 110.66 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $740k | 8.9k | 82.87 | |
| Deutsche Bank Adr (DB) | 0.0 | $717k | 24k | 29.78 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.0 | $677k | 4.9k | 138.37 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $676k | 5.4k | 125.46 | |
| Constellium Se cl a (CSTM) | 0.0 | $676k | 28k | 24.58 | |
| Argan (AGX) | 0.0 | $673k | 1.2k | 544.65 | |
| BorgWarner (BWA) | 0.0 | $672k | 12k | 54.26 | |
| News Corp Adr (NWS) | 0.0 | $662k | 23k | 28.51 | |
| United Natural Foods (UNFI) | 0.0 | $658k | 15k | 45.06 | |
| Hf Sinclair Corp (DINO) | 0.0 | $649k | 10k | 62.39 | |
| Baidu Adr (BIDU) | 0.0 | $616k | 5.5k | 111.42 | |
| Arcbest (ARCB) | 0.0 | $613k | 6.2k | 98.36 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $611k | 6.6k | 92.21 | |
| Vanguard Growth ETF (VUG) | 0.0 | $605k | 1.4k | 436.65 | |
| Truist Financial Corp equities (TFC) | 0.0 | $604k | 13k | 45.97 | |
| International Business Machines (IBM) | 0.0 | $604k | 2.5k | 242.39 | |
| Smith & Nephew Adr (SNN) | 0.0 | $602k | 19k | 31.78 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $591k | 14k | 42.61 | |
| TTM Technologies (TTMI) | 0.0 | $583k | 6.0k | 97.42 | |
| SYNNEX Corporation (SNX) | 0.0 | $574k | 3.4k | 168.71 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $573k | 3.0k | 194.14 | |
| Primoris Services (PRIM) | 0.0 | $564k | 3.9k | 143.04 | |
| Union Pacific Corporation (UNP) | 0.0 | $559k | 2.3k | 242.62 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $556k | 964.00 | 577.18 | |
| SPDR Gold Trust (GLD) | 0.0 | $551k | 1.3k | 430.29 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $547k | 7.5k | 73.14 | |
| 3M Company (MMM) | 0.0 | $546k | 3.8k | 145.23 | |
| Mercury General Corporation (MCY) | 0.0 | $543k | 6.2k | 88.15 | |
| Novo Nordisk A/s Adr (NVO) | 0.0 | $535k | 15k | 36.75 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $535k | 3.7k | 145.75 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $534k | 5.3k | 100.62 | |
| Macy's (M) | 0.0 | $534k | 30k | 18.09 | |
| Group 1 Automotive (GPI) | 0.0 | $531k | 1.6k | 330.63 | |
| Lincoln National Corporation (LNC) | 0.0 | $531k | 15k | 35.50 | |
| Mettler-Toledo International (MTD) | 0.0 | $526k | 417.00 | 1261.20 | |
| AutoNation (AN) | 0.0 | $525k | 2.7k | 195.26 | |
| Schneider National Inc cl b (SNDR) | 0.0 | $521k | 20k | 26.36 | |
| IDEXX Laboratories (IDXX) | 0.0 | $520k | 925.00 | 561.89 | |
| Hanover Insurance (THG) | 0.0 | $514k | 3.0k | 173.35 | |
| Nucor Corporation (NUE) | 0.0 | $512k | 3.0k | 169.09 | |
| Host Hotels & Resorts (HST) | 0.0 | $508k | 27k | 19.16 | |
| Weatherford Intl Ordf (WFRD) | 0.0 | $508k | 5.4k | 94.58 | |
| Jd.com Adr (JD) | 0.0 | $501k | 17k | 29.57 | |
| Lear Corporation (LEA) | 0.0 | $500k | 4.1k | 121.08 | |
| Nov (NOV) | 0.0 | $500k | 27k | 18.81 | |
| Equitable Holdings (EQH) | 0.0 | $494k | 13k | 37.11 | |
| Healthcare Services (HCSG) | 0.0 | $491k | 27k | 18.55 | |
| MasterCard Incorporated (MA) | 0.0 | $488k | 977.00 | 499.66 | |
| Vectrus (VVX) | 0.0 | $485k | 7.1k | 68.50 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $480k | 6.0k | 80.05 | |
| Equifax (EFX) | 0.0 | $480k | 2.7k | 180.07 | |
| Boise Cascade (BCC) | 0.0 | $477k | 6.3k | 75.85 | |
| On Assignment (ASGN) | 0.0 | $475k | 12k | 38.71 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $475k | 4.5k | 105.72 | |
| Simmons First National Corporation (SFNC) | 0.0 | $471k | 24k | 19.45 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $466k | 1.6k | 298.85 | |
| Sterling Construction Company (STRL) | 0.0 | $466k | 1.1k | 407.27 | |
| Cmb.tech Nv Adr (CMBT) | 0.0 | $465k | 37k | 12.65 | |
| Astera Labs (ALAB) | 0.0 | $460k | 4.2k | 109.60 | |
| Leggett & Platt (LEG) | 0.0 | $459k | 47k | 9.88 | |
| Casella Waste Systems (CWST) | 0.0 | $450k | 5.7k | 79.34 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $449k | 6.0k | 74.94 | |
| Madison Square (SPHR) | 0.0 | $447k | 3.8k | 117.40 | |
| AMN Healthcare Services (AMN) | 0.0 | $444k | 24k | 18.34 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $444k | 13k | 33.28 | |
| State Street Corporation (STT) | 0.0 | $443k | 3.5k | 126.56 | |
| Performance Food (PFGC) | 0.0 | $442k | 5.2k | 85.66 | |
| Roper Industries (ROP) | 0.0 | $435k | 1.2k | 353.86 | |
| Nextracker (NXT) | 0.0 | $434k | 3.6k | 120.55 | |
| Hilton Grand Vacations (HGV) | 0.0 | $433k | 11k | 39.12 | |
| Radian (RDN) | 0.0 | $433k | 13k | 33.08 | |
| Verizon Communications (VZ) | 0.0 | $421k | 8.4k | 50.20 | |
| American Healthcare Reit (AHR) | 0.0 | $420k | 8.9k | 47.16 | |
| InterDigital (IDCC) | 0.0 | $418k | 1.4k | 302.00 | |
| Advanced Energy Industries (AEIS) | 0.0 | $411k | 1.3k | 322.71 | |
| Penske Automotive (PAG) | 0.0 | $406k | 2.7k | 149.52 | |
| Aegon Adr (AEG) | 0.0 | $394k | 54k | 7.26 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $388k | 9.1k | 42.49 | |
| Fluor Corporation (FLR) | 0.0 | $387k | 8.3k | 46.65 | |
| iShares S&P 100 Index (OEF) | 0.0 | $386k | 1.2k | 318.07 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $385k | 3.1k | 124.31 | |
| Nice Adr (NICE) | 0.0 | $380k | 3.5k | 110.26 | |
| Intel Corporation (INTC) | 0.0 | $380k | 8.6k | 44.13 | |
| Century Aluminum Company (CENX) | 0.0 | $375k | 6.4k | 58.69 | |
| Fabrinet (FN) | 0.0 | $367k | 704.00 | 521.52 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $361k | 5.1k | 70.51 | |
| Globalstar (GSAT) | 0.0 | $358k | 5.4k | 66.42 | |
| AutoZone (AZO) | 0.0 | $358k | 106.00 | 3377.78 | |
| Ufp Industries (UFPI) | 0.0 | $355k | 3.8k | 92.12 | |
| Anthem (ELV) | 0.0 | $351k | 1.2k | 292.75 | |
| Pilgrim's Pride Corporation (PPC) | 0.0 | $350k | 9.3k | 37.76 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $349k | 5.0k | 70.27 | |
| Gigacloud Technology (GCT) | 0.0 | $349k | 7.7k | 45.38 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $348k | 14k | 25.64 | |
| Arrow Electronics (ARW) | 0.0 | $347k | 2.4k | 143.41 | |
| Sea Adr (SE) | 0.0 | $345k | 4.2k | 82.81 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $345k | 1.3k | 272.23 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $343k | 11k | 30.96 | |
| Hub (HUBG) | 0.0 | $340k | 9.4k | 36.04 | |
| MKS Instruments (MKSI) | 0.0 | $339k | 1.5k | 229.81 | |
| Aptar (ATR) | 0.0 | $336k | 2.7k | 126.02 | |
| ViaSat (VSAT) | 0.0 | $333k | 7.3k | 45.80 | |
| Avnet (AVT) | 0.0 | $333k | 5.4k | 61.62 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $331k | 5.4k | 61.26 | |
| Talen Energy Corp (TLN) | 0.0 | $329k | 1.0k | 319.23 | |
| Dycom Industries (DY) | 0.0 | $323k | 953.00 | 338.82 | |
| DNP Select Income Fund (DNP) | 0.0 | $321k | 31k | 10.30 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $319k | 13k | 24.75 | |
| National Vision Hldgs (EYE) | 0.0 | $313k | 12k | 25.90 | |
| Honeywell International (HON) | 0.0 | $313k | 1.4k | 226.03 | |
| Ssr Mining (SSRM) | 0.0 | $311k | 11k | 29.40 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $310k | 2.8k | 111.38 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $306k | 1.4k | 215.06 | |
| Philip Morris International (PM) | 0.0 | $303k | 1.8k | 165.36 | |
| Coherent Corp (COHR) | 0.0 | $302k | 1.3k | 238.21 | |
| McDonald's Corporation (MCD) | 0.0 | $301k | 969.00 | 310.79 | |
| Sonic Automotive (SAH) | 0.0 | $300k | 4.4k | 68.57 | |
| Huntington Ingalls Inds (HII) | 0.0 | $299k | 788.00 | 379.90 | |
| Figs (FIGS) | 0.0 | $295k | 20k | 14.77 | |
| Alps Etf Tr (OUSA) | 0.0 | $294k | 5.3k | 55.67 | |
| Adient (ADNT) | 0.0 | $292k | 14k | 20.21 | |
| Hecla Mining Company (HL) | 0.0 | $291k | 16k | 18.63 | |
| Pacs Group (PACS) | 0.0 | $287k | 8.9k | 32.12 | |
| Reinsurance Group of America (RGA) | 0.0 | $287k | 1.4k | 204.16 | |
| Cameco Corporation (CCJ) | 0.0 | $285k | 2.6k | 108.61 | |
| Voya Financial (VOYA) | 0.0 | $284k | 4.2k | 68.32 | |
| Perimeter Solutions (PRM) | 0.0 | $274k | 11k | 24.42 | |
| Target Corporation (TGT) | 0.0 | $272k | 2.2k | 121.20 | |
| Celsius Holdings (CELH) | 0.0 | $271k | 7.6k | 35.48 | |
| Starwood Property Trust (STWD) | 0.0 | $264k | 15k | 17.22 | |
| Enbridge (ENB) | 0.0 | $260k | 4.8k | 54.14 | |
| Moody's Corporation (MCO) | 0.0 | $257k | 590.00 | 436.25 | |
| Yum! Brands (YUM) | 0.0 | $256k | 1.6k | 155.48 | |
| Sirius XM Holdings (SIRI) | 0.0 | $254k | 11k | 23.08 | |
| Transmedics Group (TMDX) | 0.0 | $250k | 2.5k | 99.41 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $247k | 8.5k | 29.08 | |
| Mercury Computer Systems (MRCY) | 0.0 | $241k | 3.3k | 72.91 | |
| Xometry (XMTR) | 0.0 | $239k | 5.9k | 40.84 | |
| Asbury Automotive (ABG) | 0.0 | $230k | 1.2k | 195.41 | |
| Seagate Technology (STX) | 0.0 | $227k | 580.00 | 391.76 | |
| Haleon Adr (HLN) | 0.0 | $224k | 22k | 10.01 | |
| Travelers Companies (TRV) | 0.0 | $222k | 762.00 | 291.68 | |
| Mid-America Apartment (MAA) | 0.0 | $218k | 1.8k | 122.12 | |
| SYSCO Corporation (SYY) | 0.0 | $214k | 3.0k | 71.33 | |
| Te Connectivity (TEL) | 0.0 | $206k | 984.00 | 209.02 | |
| Alerian Mlp Etf etf (AMLP) | 0.0 | $204k | 3.9k | 52.64 | |
| Dxc Technology (DXC) | 0.0 | $196k | 16k | 12.57 | |
| Stoneco (STNE) | 0.0 | $185k | 13k | 14.12 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $68k | 20k | 3.41 | |
| Ferroglobe (GSM) | 0.0 | $41k | 10k | 4.12 | |
| Senstar Technologies Corp (SNT) | 0.0 | $37k | 12k | 3.03 |