iA Global Asset Management as of June 30, 2025
Portfolio Holdings for iA Global Asset Management
iA Global Asset Management holds 416 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) | 6.9 | $462M | 928k | 497.41 | |
| NVIDIA Corporation (NVDA) | 6.4 | $424M | 2.7M | 157.99 | |
| Amazon (AMZN) | 4.7 | $314M | 1.4M | 219.39 | |
| Apple (AAPL) | 3.9 | $256M | 1.2M | 205.17 | |
| Meta Platforms Cl A (META) | 3.5 | $230M | 312k | 738.09 | |
| Broadcom (AVGO) | 2.4 | $160M | 580k | 275.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $160M | 901k | 177.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $147M | 837k | 176.23 | |
| Linde SHS (LIN) | 2.2 | $147M | 314k | 469.18 | |
| UnitedHealth (UNH) | 1.8 | $117M | 374k | 311.97 | |
| Visa Com Cl A (V) | 1.6 | $108M | 305k | 355.05 | |
| Mastercard Cl A (MA) | 1.6 | $106M | 189k | 561.94 | |
| Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ) | 1.5 | $100M | 181k | 551.64 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 1.4 | $96M | 425k | 226.49 | |
| CMS Energy Corporation (CMS) | 1.4 | $94M | 1.4M | 69.28 | |
| iShares iBoxx $ High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG) | 1.3 | $89M | 1.1M | 80.65 | |
| Netflix (NFLX) | 1.3 | $87M | 65k | 1339.12 | |
| Danaher Corporation (DHR) | 1.3 | $83M | 421k | 197.54 | |
| Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH) | 1.2 | $80M | 1.0M | 79.50 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $74M | 256k | 289.91 | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF Iboxx Inv Cp Etf (LQD) | 1.1 | $73M | 661k | 109.61 | |
| iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG) | 1.1 | $71M | 716k | 99.20 | |
| Costco Wholesale Corporation (COST) | 1.0 | $68M | 68k | 989.94 | |
| General Electric Com New (GE) | 1.0 | $67M | 261k | 257.39 | |
| SPDR Bloomberg Short Term High Yield Bond ETF Bloomberg Srt Tr (SJNK) | 0.9 | $62M | 2.4M | 25.48 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $61M | 150k | 405.46 | |
| Tesla Motors (TSLA) | 0.9 | $59M | 186k | 317.66 | |
| Cme (CME) | 0.9 | $59M | 212k | 275.62 | |
| Union Pacific Corporation (UNP) | 0.8 | $55M | 240k | 230.08 | |
| Philip Morris International (PM) | 0.8 | $55M | 302k | 182.13 | |
| Wells Fargo & Company (WFC) | 0.8 | $51M | 641k | 80.12 | |
| Apollo Global Mgmt (APO) | 0.7 | $49M | 348k | 141.87 | |
| Uber Technologies (UBER) | 0.7 | $47M | 502k | 93.30 | |
| Johnson & Johnson (JNJ) | 0.7 | $45M | 296k | 152.75 | |
| Intercontinental Exchange (ICE) | 0.7 | $44M | 238k | 183.47 | |
| iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) | 0.6 | $43M | 708k | 60.03 | |
| Cisco Systems (CSCO) | 0.6 | $42M | 611k | 69.38 | |
| S&p Global (SPGI) | 0.6 | $42M | 79k | 527.29 | |
| Advanced Micro Devices (AMD) | 0.6 | $42M | 294k | 141.90 | |
| Carrier Global Corporation (CARR) | 0.6 | $39M | 531k | 73.19 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $38M | 25k | 1520.63 | |
| Palantir Technologies Cl A (PLTR) | 0.6 | $38M | 279k | 136.32 | |
| Cameco Corporation (CCJ) | 0.6 | $38M | 510k | 74.23 | |
| Wal-Mart Stores (WMT) | 0.5 | $35M | 357k | 97.78 | |
| SPDR S&P 500 ETF Trust Tr Unit (SPY) | 0.5 | $34M | 56k | 617.86 | |
| Tetra Tech (TTEK) | 0.5 | $34M | 950k | 35.96 | |
| Waste Connections (WCN) | 0.5 | $33M | 177k | 186.72 | |
| Metropcs Communications (TMUS) | 0.5 | $33M | 138k | 238.26 | |
| Accenture Shs Class A (ACN) | 0.5 | $33M | 109k | 298.89 | |
| Booking Holdings (BKNG) | 0.5 | $32M | 5.6k | 5789.17 | |
| iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA) | 0.5 | $31M | 376k | 83.48 | |
| DoorDash Cl A (DASH) | 0.5 | $31M | 126k | 246.51 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $31M | 79k | 386.88 | |
| Qualcomm (QCOM) | 0.4 | $30M | 187k | 159.26 | |
| Aramark Hldgs (ARMK) | 0.4 | $29M | 686k | 41.87 | |
| Sherwin-Williams Company (SHW) | 0.4 | $28M | 81k | 343.36 | |
| Bank of America Corporation (BAC) | 0.4 | $28M | 584k | 47.32 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $26M | 49k | 543.41 | |
| Pepsi (PEP) | 0.4 | $26M | 200k | 132.04 | |
| Intuit (INTU) | 0.4 | $25M | 31k | 787.63 | |
| Synopsys (SNPS) | 0.3 | $23M | 44k | 512.69 | |
| Gilead Sciences (GILD) | 0.3 | $22M | 199k | 110.87 | |
| Constellation Energy (CEG) | 0.3 | $22M | 68k | 322.76 | |
| Analog Devices (ADI) | 0.3 | $22M | 91k | 238.02 | |
| AppLovin Corp Com Cl A (APP) | 0.3 | $21M | 61k | 350.08 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $21M | 102k | 207.62 | |
| Southern Company (SO) | 0.3 | $21M | 228k | 91.83 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $20M | 553k | 35.69 | |
| Hershey Company (HSY) | 0.3 | $20M | 118k | 165.95 | |
| Boston Scientific Corporation (BSX) | 0.3 | $19M | 172k | 107.41 | |
| Eli Lilly & Co. (LLY) | 0.3 | $18M | 24k | 779.54 | |
| Ares Capital Corporation (ARCC) | 0.3 | $18M | 819k | 21.96 | |
| Amgen (AMGN) | 0.3 | $18M | 64k | 279.21 | |
| iShares MSCI EAFE ETF Msci Eafe Etf (EFA) | 0.3 | $18M | 196k | 89.39 | |
| Prologis (PLD) | 0.3 | $17M | 165k | 105.12 | |
| At&t (T) | 0.3 | $17M | 600k | 28.94 | |
| MercadoLibre (MELI) | 0.3 | $17M | 6.6k | 2613.68 | |
| Verisk Analytics (VRSK) | 0.3 | $17M | 54k | 311.50 | |
| Honeywell International (HON) | 0.2 | $17M | 71k | 232.88 | |
| Applied Materials (AMAT) | 0.2 | $17M | 90k | 183.07 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $17M | 153k | 107.80 | |
| Servicenow (NOW) | 0.2 | $16M | 15k | 1028.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $16M | 35k | 445.20 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $16M | 135k | 115.35 | |
| Lowe's Companies (LOW) | 0.2 | $15M | 69k | 221.86 | |
| Hca Holdings (HCA) | 0.2 | $15M | 40k | 383.09 | |
| Micron Technology (MU) | 0.2 | $15M | 124k | 123.25 | |
| Palo Alto Networks (PANW) | 0.2 | $15M | 74k | 204.64 | |
| United Rentals (URI) | 0.2 | $15M | 19k | 753.41 | |
| Paypal Holdings (PYPL) | 0.2 | $15M | 195k | 74.32 | |
| Altria (MO) | 0.2 | $14M | 246k | 58.63 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $14M | 146k | 97.34 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $14M | 58k | 242.85 | |
| Crowdstrike Holdings Cl A (CRWD) | 0.2 | $14M | 28k | 509.30 | |
| Automatic Data Processing (ADP) | 0.2 | $14M | 45k | 308.41 | |
| Target Corporation (TGT) | 0.2 | $14M | 140k | 98.65 | |
| Trane Technologies SHS (TT) | 0.2 | $14M | 31k | 437.41 | |
| Coca-Cola Company (KO) | 0.2 | $13M | 189k | 70.75 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $13M | 113k | 118.00 | |
| KLA Corp Com New (KLAC) | 0.2 | $13M | 15k | 895.75 | |
| Cintas Corporation (CTAS) | 0.2 | $13M | 59k | 222.86 | |
| Workday Cl A (WDAY) | 0.2 | $13M | 55k | 240.00 | |
| Robinhood Markets Com Cl A (HOOD) | 0.2 | $13M | 135k | 93.63 | |
| salesforce (CRM) | 0.2 | $13M | 46k | 272.69 | |
| Goldman Sachs (GS) | 0.2 | $12M | 17k | 707.75 | |
| Oracle Corporation (ORCL) | 0.2 | $12M | 56k | 218.63 | |
| Snowflake Cl A (SNOW) | 0.2 | $12M | 52k | 223.77 | |
| Starbucks Corporation (SBUX) | 0.2 | $12M | 126k | 91.63 | |
| MicroStrategy Cl A New (MSTR) | 0.2 | $11M | 28k | 404.22 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $11M | 16k | 698.49 | |
| Enterprise Products Partners (EPD) | 0.2 | $11M | 353k | 31.01 | |
| iShares J.P. Morgan USD Emerging Markets Bond ETF Jpmorgan Usd Emg (EMB) | 0.2 | $11M | 118k | 92.62 | |
| Intel Corporation (INTC) | 0.2 | $11M | 483k | 22.40 | |
| Deere & Company (DE) | 0.2 | $10M | 20k | 508.51 | |
| Coca-Cola Europacific Partners SHS (CCEP) | 0.2 | $10M | 111k | 92.72 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $10M | 19k | 525.00 | |
| Abbott Laboratories (ABT) | 0.2 | $10M | 74k | 136.01 | |
| TJX Companies (TJX) | 0.2 | $10M | 81k | 123.48 | |
| Mondelez International Cl A (MDLZ) | 0.2 | $10M | 148k | 67.44 | |
| Ge Vernova (GEV) | 0.1 | $9.9M | 19k | 529.17 | |
| Monster Beverage Corp (MNST) | 0.1 | $9.9M | 157k | 62.64 | |
| Cadence Design Systems (CDNS) | 0.1 | $9.8M | 32k | 308.14 | |
| Merck & Co (MRK) | 0.1 | $9.5M | 120k | 79.16 | |
| Sea Sponsored Ads (SE) | 0.1 | $9.5M | 59k | 159.94 | |
| Vulcan Materials Company (VMC) | 0.1 | $9.2M | 35k | 260.83 | |
| Fortinet (FTNT) | 0.1 | $9.0M | 85k | 105.72 | |
| O'reilly Automotive (ORLY) | 0.1 | $8.9M | 98k | 90.13 | |
| Entergy Corporation (ETR) | 0.1 | $8.8M | 106k | 83.12 | |
| McDonald's Corporation (MCD) | 0.1 | $8.7M | 30k | 292.15 | |
| Nutanix Cl A (NTNX) | 0.1 | $8.6M | 112k | 76.44 | |
| PDD Holdings Sponsored Ads (PDD) | 0.1 | $8.5M | 81k | 104.66 | |
| 3M Company (MMM) | 0.1 | $8.4M | 55k | 152.23 | |
| Curtiss-Wright (CW) | 0.1 | $8.4M | 17k | 488.53 | |
| Lumentum Hldgs (LITE) | 0.1 | $8.4M | 88k | 95.06 | |
| Marriott International Cl A (MAR) | 0.1 | $8.3M | 30k | 273.22 | |
| Lululemon Athletica (LULU) | 0.1 | $8.1M | 34k | 237.59 | |
| Marvell Technology (MRVL) | 0.1 | $7.9M | 102k | 77.40 | |
| Home Depot (HD) | 0.1 | $7.8M | 21k | 366.63 | |
| Exelon Corporation (EXC) | 0.1 | $7.6M | 175k | 43.42 | |
| AstraZeneca Sponsored Adr | 0.1 | $7.6M | 109k | 69.88 | |
| IDEXX Laboratories (IDXX) | 0.1 | $7.6M | 14k | 536.37 | |
| Fastenal Company (FAST) | 0.1 | $7.4M | 177k | 42.00 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $7.4M | 81k | 91.24 | |
| Encompass Health Corp (EHC) | 0.1 | $7.3M | 60k | 122.62 | |
| Autodesk (ADSK) | 0.1 | $7.3M | 24k | 309.55 | |
| Axon Enterprise (AXON) | 0.1 | $7.1M | 8.6k | 827.98 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.1 | $7.1M | 49k | 144.32 | |
| ROBLOX Corp Cl A (RBLX) | 0.1 | $6.8M | 65k | 105.21 | |
| Baker Hughes Cl A (BKR) | 0.1 | $6.8M | 177k | 38.34 | |
| CSX Corporation (CSX) | 0.1 | $6.8M | 208k | 32.63 | |
| Roper Industries (ROP) | 0.1 | $6.7M | 12k | 566.85 | |
| Vistra Energy (VST) | 0.1 | $6.4M | 33k | 193.81 | |
| Charter Communications Cl A (CHTR) | 0.1 | $6.4M | 16k | 408.79 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $6.3M | 29k | 218.50 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $6.3M | 48k | 132.33 | |
| Progressive Corporation (PGR) | 0.1 | $6.2M | 23k | 266.86 | |
| American Electric Power Company (AEP) | 0.1 | $6.1M | 59k | 103.76 | |
| Bristol Myers Squibb (BMY) | 0.1 | $6.1M | 131k | 46.29 | |
| Zscaler Incorporated (ZS) | 0.1 | $6.0M | 19k | 313.93 | |
| Paychex (PAYX) | 0.1 | $5.8M | 40k | 145.46 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $5.7M | 45k | 126.28 | |
| Atlassian Corp Cl A (TEAM) | 0.1 | $5.7M | 28k | 203.10 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $5.6M | 201k | 28.12 | |
| Moody's Corporation (MCO) | 0.1 | $5.6M | 11k | 501.62 | |
| Paccar (PCAR) | 0.1 | $5.5M | 58k | 95.06 | |
| Hldgs (UAL) | 0.1 | $5.3M | 66k | 79.64 | |
| Copart (CPRT) | 0.1 | $5.3M | 107k | 49.07 | |
| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.1 | $5.1M | 17k | 303.91 | |
| Primo Brands Corp Class A Com Shs (PRMB) | 0.1 | $5.1M | 171k | 29.62 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.1 | $5.0M | 140k | 35.49 | |
| Keurig Dr Pepper (KDP) | 0.1 | $5.0M | 150k | 33.06 | |
| Schlumberger NV Com Stk (SLB) | 0.1 | $5.0M | 147k | 33.80 | |
| Datadog Cl A Com (DDOG) | 0.1 | $4.8M | 35k | 134.33 | |
| Newmont Mining Corporation (NEM) | 0.1 | $4.7M | 81k | 58.26 | |
| Msci (MSCI) | 0.1 | $4.7M | 8.2k | 576.75 | |
| Ross Stores (ROST) | 0.1 | $4.6M | 36k | 127.58 | |
| Diamondback Energy (FANG) | 0.1 | $4.4M | 32k | 137.41 | |
| Electronic Arts (EA) | 0.1 | $4.4M | 28k | 159.71 | |
| Kraft Heinz (KHC) | 0.1 | $4.4M | 171k | 25.82 | |
| Colgate-Palmolive Company (CL) | 0.1 | $4.4M | 49k | 90.89 | |
| Xcel Energy (XEL) | 0.1 | $4.4M | 64k | 68.10 | |
| Cognizant Technology Solutions Corp Cl A (CTSH) | 0.1 | $4.3M | 55k | 78.02 | |
| Republic Services (RSG) | 0.1 | $4.2M | 17k | 246.63 | |
| Microchip Technology (MCHP) | 0.1 | $4.2M | 60k | 70.37 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $4.2M | 79k | 53.13 | |
| Stryker Corporation (SYK) | 0.1 | $4.0M | 10k | 395.66 | |
| Cardinal Health (CAH) | 0.1 | $4.0M | 24k | 168.01 | |
| EOG Resources (EOG) | 0.1 | $4.0M | 34k | 119.60 | |
| Howmet Aerospace (HWM) | 0.1 | $3.9M | 21k | 186.12 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.9M | 25k | 155.96 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $3.8M | 24k | 162.31 | |
| Dex (DXCM) | 0.1 | $3.8M | 43k | 87.29 | |
| GE HealthCare Technologies Common Stock (GEHC) | 0.1 | $3.8M | 51k | 74.08 | |
| CoStar (CSGP) | 0.1 | $3.8M | 47k | 80.40 | |
| Trade Desk Inc/The Com Cl A (TTD) | 0.1 | $3.6M | 50k | 72.00 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $3.5M | 34k | 103.06 | |
| Fair Isaac Corporation (FICO) | 0.1 | $3.5M | 1.9k | 1828.17 | |
| Ansys (ANSS) | 0.1 | $3.4M | 9.7k | 351.17 | |
| Kroger (KR) | 0.1 | $3.3M | 47k | 71.73 | |
| Walt Disney Co/The Com Disney (DIS) | 0.0 | $3.3M | 27k | 123.99 | |
| Johnson Controls International SHS (JCI) | 0.0 | $3.2M | 31k | 105.61 | |
| American International Group Com New (AIG) | 0.0 | $3.2M | 38k | 85.59 | |
| Teva Pharmaceutical Industries Sponsored Ads (TEVA) | 0.0 | $3.2M | 191k | 16.76 | |
| Williams Companies (WMB) | 0.0 | $3.2M | 51k | 62.82 | |
| National Research Corp Com New (NRC) | 0.0 | $3.1M | 188k | 16.80 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.1M | 274k | 11.46 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.1M | 6.6k | 467.77 | |
| Argenx SE Sponsored Adr (ARGX) | 0.0 | $3.0M | 5.5k | 551.19 | |
| Kinder Morgan (KMI) | 0.0 | $3.0M | 101k | 29.40 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $2.9M | 32k | 91.12 | |
| Expedia Group Com New (EXPE) | 0.0 | $2.9M | 17k | 168.66 | |
| MetLife (MET) | 0.0 | $2.9M | 36k | 80.42 | |
| NRG Energy Com New (NRG) | 0.0 | $2.8M | 18k | 160.55 | |
| Allstate Corporation (ALL) | 0.0 | $2.8M | 14k | 201.31 | |
| Capital One Financial (COF) | 0.0 | $2.8M | 13k | 212.73 | |
| Cdw (CDW) | 0.0 | $2.7M | 15k | 178.58 | |
| Travelers Companies (TRV) | 0.0 | $2.6M | 9.9k | 267.51 | |
| Domino's Pizza (DPZ) | 0.0 | $2.5M | 5.6k | 450.63 | |
| Ecolab (ECL) | 0.0 | $2.5M | 9.3k | 269.41 | |
| Targa Res Corp (TRGP) | 0.0 | $2.5M | 14k | 174.11 | |
| Futu Holdings Spon Ads Cl A (FUTU) | 0.0 | $2.4M | 20k | 123.61 | |
| ON Semiconductor (ON) | 0.0 | $2.4M | 46k | 52.41 | |
| Wabtec Corporation (WAB) | 0.0 | $2.4M | 12k | 209.32 | |
| ARM Holdings Sponsored Ads (ARM) | 0.0 | $2.4M | 15k | 161.73 | |
| Simon Property (SPG) | 0.0 | $2.4M | 15k | 160.74 | |
| Illinois Tool Works (ITW) | 0.0 | $2.4M | 9.6k | 247.29 | |
| SYSCO Corporation (SYY) | 0.0 | $2.4M | 31k | 75.75 | |
| Global Payments (GPN) | 0.0 | $2.3M | 29k | 80.03 | |
| W.W. Grainger (GWW) | 0.0 | $2.3M | 2.2k | 1040.21 | |
| iShares MSCI All Country Asia ex Japan ETF Msci Ac Asia Etf (AAXJ) | 0.0 | $2.3M | 28k | 82.62 | |
| Corteva (CTVA) | 0.0 | $2.3M | 31k | 74.53 | |
| Coeur Mining Com New (CDE) | 0.0 | $2.3M | 257k | 8.86 | |
| Halliburton Company (HAL) | 0.0 | $2.2M | 110k | 20.38 | |
| Synchrony Financial (SYF) | 0.0 | $2.2M | 34k | 66.73 | |
| ResMed (RMD) | 0.0 | $2.2M | 8.7k | 257.98 | |
| Yum! Brands (YUM) | 0.0 | $2.1M | 14k | 148.16 | |
| Equinix (EQIX) | 0.0 | $2.1M | 2.7k | 795.58 | |
| Public Storage (PSA) | 0.0 | $2.1M | 7.2k | 293.36 | |
| Biogen Idec (BIIB) | 0.0 | $2.0M | 16k | 125.62 | |
| Lennox International (LII) | 0.0 | $2.0M | 3.5k | 573.34 | |
| Wec Energy Group (WEC) | 0.0 | $1.9M | 18k | 104.18 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $1.8M | 11k | 166.09 | |
| Clorox Company (CLX) | 0.0 | $1.8M | 15k | 120.06 | |
| Zimmer Holdings (ZBH) | 0.0 | $1.7M | 19k | 91.19 | |
| Tapestry (TPR) | 0.0 | $1.7M | 20k | 87.79 | |
| Jabil Circuit (JBL) | 0.0 | $1.7M | 7.8k | 218.09 | |
| Hartford Financial Services (HIG) | 0.0 | $1.7M | 13k | 126.84 | |
| Insulet Corporation (PODD) | 0.0 | $1.6M | 5.2k | 314.26 | |
| Ventas (VTR) | 0.0 | $1.6M | 25k | 63.14 | |
| Verisign (VRSN) | 0.0 | $1.6M | 5.5k | 288.86 | |
| Steris Shs Usd (STE) | 0.0 | $1.6M | 6.5k | 240.28 | |
| CF Industries Holdings (CF) | 0.0 | $1.6M | 17k | 91.99 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $1.6M | 28k | 56.06 | |
| Medtronic SHS (MDT) | 0.0 | $1.5M | 18k | 87.17 | |
| Williams-Sonoma (WSM) | 0.0 | $1.5M | 9.2k | 163.37 | |
| Best Buy (BBY) | 0.0 | $1.5M | 22k | 67.12 | |
| Blackrock (BLK) | 0.0 | $1.4M | 1.4k | 1049.24 | |
| DTE Energy Company (DTE) | 0.0 | $1.4M | 11k | 132.47 | |
| PPL Corporation (PPL) | 0.0 | $1.4M | 42k | 33.88 | |
| Universal Health Services CL B (UHS) | 0.0 | $1.4M | 7.6k | 181.16 | |
| Tyson Foods Cl A (TSN) | 0.0 | $1.3M | 24k | 55.96 | |
| Pentair SHS (PNR) | 0.0 | $1.3M | 13k | 102.68 | |
| Fifth Third Ban (FITB) | 0.0 | $1.3M | 31k | 41.12 | |
| ConAgra Foods (CAG) | 0.0 | $1.3M | 62k | 20.47 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.3M | 11k | 117.97 | |
| Host Hotels & Resorts (HST) | 0.0 | $1.3M | 82k | 15.36 | |
| Edison International (EIX) | 0.0 | $1.2M | 24k | 51.59 | |
| iShares MSCI Japan ETF Msci Jpn Etf New (EWJ) | 0.0 | $1.2M | 16k | 74.96 | |
| DaVita (DVA) | 0.0 | $1.2M | 8.3k | 142.50 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.2M | 9.1k | 128.46 | |
| Cg Oncology (CGON) | 0.0 | $1.2M | 44k | 25.99 | |
| Align Technology (ALGN) | 0.0 | $1.1M | 6.1k | 189.25 | |
| Mettler-Toledo International (MTD) | 0.0 | $1.1M | 958.00 | 1174.32 | |
| Arista Networks Com Shs (ANET) | 0.0 | $1.1M | 11k | 102.34 | |
| CBOE Holdings (CBOE) | 0.0 | $1.1M | 4.7k | 233.20 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.1M | 4.5k | 243.08 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $1.1M | 3.6k | 306.40 | |
| Key (KEY) | 0.0 | $1.1M | 62k | 17.42 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.1M | 3.9k | 274.19 | |
| Cheniere Energy Com New (LNG) | 0.0 | $1.1M | 4.4k | 243.60 | |
| Snap-on Incorporated (SNA) | 0.0 | $1.1M | 3.4k | 311.09 | |
| Gartner (IT) | 0.0 | $1.1M | 2.6k | 404.27 | |
| eBay (EBAY) | 0.0 | $1.0M | 14k | 74.46 | |
| F5 Networks (FFIV) | 0.0 | $1.0M | 3.6k | 294.23 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $1.0M | 22k | 48.08 | |
| Invitation Homes (INVH) | 0.0 | $1.0M | 32k | 32.80 | |
| Peak (DOC) | 0.0 | $980k | 56k | 17.52 | |
| Match Group (MTCH) | 0.0 | $973k | 32k | 30.89 | |
| Schwab High Yield Bond ETF High Yield Bd Et (SCYB) | 0.0 | $966k | 36k | 26.54 | |
| United Parcel Service CL B (UPS) | 0.0 | $964k | 9.5k | 100.97 | |
| Abbvie (ABBV) | 0.0 | $951k | 5.1k | 185.56 | |
| Fortive (FTV) | 0.0 | $919k | 18k | 52.13 | |
| Itron (ITRI) | 0.0 | $908k | 6.9k | 131.59 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $893k | 6.9k | 128.93 | |
| Chubb (CB) | 0.0 | $889k | 3.1k | 289.77 | |
| Apa Corporation (APA) | 0.0 | $880k | 48k | 18.30 | |
| PPG Industries (PPG) | 0.0 | $856k | 7.5k | 113.69 | |
| Cigna Corp (CI) | 0.0 | $847k | 2.6k | 330.60 | |
| Udr (UDR) | 0.0 | $846k | 21k | 40.85 | |
| PNC Financial Services (PNC) | 0.0 | $844k | 4.5k | 186.31 | |
| AFLAC Incorporated (AFL) | 0.0 | $821k | 7.8k | 105.50 | |
| Rollins (ROL) | 0.0 | $819k | 15k | 56.42 | |
| Veeva Systems Cl A Com (VEEV) | 0.0 | $798k | 2.8k | 287.98 | |
| Toast Cl A (TOST) | 0.0 | $776k | 18k | 44.31 | |
| SBA Communications Corp Cl A (SBAC) | 0.0 | $775k | 3.3k | 234.92 | |
| American Tower Reit (AMT) | 0.0 | $762k | 3.4k | 221.00 | |
| Assurant (AIZ) | 0.0 | $756k | 3.8k | 197.44 | |
| iShares ESG Aware 1-5 Year USD Corporate Bond ETF Esg Awre 1 5 Yr (SUSB) | 0.0 | $730k | 29k | 25.17 | |
| Eaton Corp SHS (ETN) | 0.0 | $720k | 2.0k | 357.14 | |
| Emcor (EME) | 0.0 | $708k | 1.3k | 535.15 | |
| Aon Shs Cl A (AON) | 0.0 | $681k | 1.9k | 356.92 | |
| Hasbro (HAS) | 0.0 | $680k | 9.2k | 73.83 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $655k | 39k | 16.77 | |
| Nextera Energy (NEE) | 0.0 | $648k | 9.3k | 69.45 | |
| Eastman Chemical Company (EMN) | 0.0 | $638k | 8.5k | 74.67 | |
| iShares MSCI Canada ETF Msci Cda Etf (EWC) | 0.0 | $633k | 14k | 46.20 | |
| A. O. Smith Corporation (AOS) | 0.0 | $627k | 9.6k | 65.60 | |
| PG&E Corporation (PCG) | 0.0 | $622k | 45k | 13.95 | |
| HDFC Bank Sponsored Ads (HDB) | 0.0 | $621k | 8.1k | 76.63 | |
| Docusign (DOCU) | 0.0 | $613k | 7.9k | 77.87 | |
| Emerson Electric (EMR) | 0.0 | $607k | 4.6k | 133.38 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $593k | 4.1k | 145.92 | |
| M&T Bank Corporation (MTB) | 0.0 | $586k | 3.0k | 194.10 | |
| ConocoPhillips (COP) | 0.0 | $580k | 6.5k | 89.71 | |
| Loews Corporation (L) | 0.0 | $574k | 6.3k | 91.62 | |
| Constellation Brands Cl A (STZ) | 0.0 | $565k | 3.5k | 162.59 | |
| Tyler Technologies (TYL) | 0.0 | $551k | 929.00 | 593.11 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $541k | 7.4k | 73.49 | |
| Banco Bradesco SA Sp Adr Pfd New (BBD) | 0.0 | $536k | 174k | 3.09 | |
| Epam Systems (EPAM) | 0.0 | $534k | 3.0k | 176.70 | |
| Ball Corporation (BALL) | 0.0 | $531k | 9.5k | 56.05 | |
| Hubspot (HUBS) | 0.0 | $523k | 940.00 | 556.38 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $511k | 1.6k | 312.92 | |
| Evergy (EVRG) | 0.0 | $508k | 7.4k | 68.93 | |
| Crown Holdings (CCK) | 0.0 | $507k | 4.9k | 102.88 | |
| Globe Life (GL) | 0.0 | $498k | 4.0k | 124.34 | |
| Twilio Cl A (TWLO) | 0.0 | $498k | 4.0k | 124.41 | |
| Carlisle Companies (CSL) | 0.0 | $486k | 1.3k | 373.56 | |
| Air Products & Chemicals (APD) | 0.0 | $461k | 1.6k | 281.78 | |
| Encana Corporation (OVV) | 0.0 | $459k | 12k | 38.02 | |
| Fox Corp Cl B Com (FOX) | 0.0 | $456k | 8.8k | 51.65 | |
| Amphenol Corp Cl A (APH) | 0.0 | $455k | 4.6k | 98.70 | |
| General Dynamics Corporation (GD) | 0.0 | $447k | 1.5k | 291.78 | |
| Manhattan Associates (MANH) | 0.0 | $444k | 2.2k | 197.68 | |
| Village Farms International (VFF) | 0.0 | $440k | 400k | 1.10 | |
| Masco Corporation (MAS) | 0.0 | $437k | 6.8k | 64.29 | |
| Regal-beloit Corporation (RRX) | 0.0 | $428k | 3.0k | 144.89 | |
| Fiserv (FI) | 0.0 | $428k | 2.5k | 172.37 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $427k | 5.5k | 77.08 | |
| Morgan Stanley Com New (MS) | 0.0 | $418k | 3.0k | 140.98 | |
| Equitable Holdings (EQH) | 0.0 | $418k | 7.4k | 56.15 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $416k | 7.6k | 54.94 | |
| Becton, Dickinson and (BDX) | 0.0 | $414k | 2.4k | 172.14 | |
| News Corp Cl A (NWSA) | 0.0 | $398k | 13k | 29.71 | |
| Nordson Corporation (NDSN) | 0.0 | $397k | 1.9k | 214.25 | |
| AutoZone (AZO) | 0.0 | $397k | 107.00 | 3710.28 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $393k | 1.3k | 313.90 | |
| Brown-Forman Corp CL B (BF.B) | 0.0 | $389k | 15k | 26.88 | |
| Kkr & Co (KKR) | 0.0 | $388k | 2.9k | 132.88 | |
| CBRE Group Cl A (CBRE) | 0.0 | $376k | 2.7k | 140.04 | |
| Marsh & McLennan Companies | 0.0 | $372k | 1.7k | 218.82 | |
| Regency Centers Corporation (REG) | 0.0 | $356k | 5.0k | 71.27 | |
| Allegion Ord Shs (ALLE) | 0.0 | $356k | 2.5k | 144.19 | |
| Waters Corporation (WAT) | 0.0 | $349k | 999.00 | 349.35 | |
| Martin Marietta Materials (MLM) | 0.0 | $340k | 620.00 | 548.39 | |
| Okta Cl A (OKTA) | 0.0 | $340k | 3.4k | 100.00 | |
| Chevron Corporation (CVX) | 0.0 | $339k | 2.4k | 143.04 | |
| Pfizer (PFE) | 0.0 | $326k | 14k | 24.24 | |
| Valero Energy Corporation (VLO) | 0.0 | $321k | 2.4k | 134.53 | |
| Procter & Gamble Company (PG) | 0.0 | $314k | 2.0k | 159.39 | |
| Zoom Communications Cl A (ZM) | 0.0 | $308k | 3.9k | 78.09 | |
| AECOM Technology Corporation (ACM) | 0.0 | $308k | 2.7k | 112.82 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $306k | 2.1k | 143.46 | |
| American Express Company (AXP) | 0.0 | $303k | 950.00 | 318.95 | |
| Albertsons Cos Common Stock (ACI) | 0.0 | $299k | 14k | 21.48 | |
| Principal Financial (PFG) | 0.0 | $287k | 3.6k | 79.57 | |
| Ralliant Corp (RAL) | 0.0 | $285k | 5.9k | 48.50 | |
| iShares MSCI Australia ETF Msci Aust Etf (EWA) | 0.0 | $280k | 11k | 26.34 | |
| Transunion (TRU) | 0.0 | $269k | 3.1k | 87.99 | |
| Northern Trust Corporation (NTRS) | 0.0 | $260k | 2.1k | 126.83 | |
| T. Rowe Price (TROW) | 0.0 | $257k | 2.7k | 96.62 | |
| RPM International (RPM) | 0.0 | $256k | 2.3k | 109.97 | |
| California Resources Corp Common Stock (CRC) | 0.0 | $239k | 5.2k | 45.61 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $238k | 4.2k | 56.13 | |
| Kenvue (KVUE) | 0.0 | $231k | 11k | 20.94 | |
| Gra (GGG) | 0.0 | $228k | 2.7k | 86.01 | |
| Wp Carey (WPC) | 0.0 | $224k | 3.6k | 62.50 | |
| Citizens Financial (CFG) | 0.0 | $208k | 4.7k | 44.66 | |
| Jacobs Engineering Group (J) | 0.0 | $194k | 1.5k | 131.61 | |
| Motorola Solutions Com New (MSI) | 0.0 | $193k | 460.00 | 419.57 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $180k | 1.5k | 121.62 | |
| Mid-America Apartment (MAA) | 0.0 | $179k | 1.2k | 147.93 | |
| SEI Investments Company (SEIC) | 0.0 | $175k | 1.9k | 90.07 | |
| Dupont De Nemours (DD) | 0.0 | $168k | 2.5k | 68.57 | |
| News Corp CL B (NWS) | 0.0 | $141k | 4.1k | 34.28 | |
| Yum China Holdings (YUMC) | 0.0 | $132k | 3.0k | 44.75 | |
| Tencent Music Entertainment Group Spon Ads (TME) | 0.0 | $131k | 6.7k | 19.46 | |
| LKQ Corporation (LKQ) | 0.0 | $125k | 3.4k | 37.08 | |
| Pinterest Cl A (PINS) | 0.0 | $124k | 3.5k | 35.85 | |
| iShares 20 Year Treasury Bond ETF 20 Yr Tr Bd Etf (TLT) | 0.0 | $119k | 1.3k | 88.41 | |
| Generac Holdings (GNRC) | 0.0 | $97k | 680.00 | 142.65 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $86k | 298.00 | 288.59 | |
| Caterpillar (CAT) | 0.0 | $52k | 135.00 | 385.19 | |
| Invesco SHS (IVZ) | 0.0 | $52k | 3.3k | 15.66 | |
| AES Corporation (AES) | 0.0 | $51k | 4.8k | 10.54 | |
| H World Group Sponsored Ads (HTHT) | 0.0 | $47k | 1.4k | 33.86 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $40k | 2.6k | 15.15 | |
| Qifu Technology American Dep (QFIN) | 0.0 | $36k | 823.00 | 43.74 | |
| Kanzhun Sponsored Ads (BZ) | 0.0 | $29k | 1.6k | 18.06 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $22k | 218.00 | 100.92 | |
| McKesson Corporation (MCK) | 0.0 | $17k | 23.00 | 739.13 | |
| Disc Medicine (IRON) | 0.0 | $17k | 322.00 | 52.80 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $15k | 86.00 | 174.42 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $11k | 60.00 | 183.33 | |
| Acadia Healthcare (ACHC) | 0.0 | $8.0k | 348.00 | 22.99 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $0 | 1.00 | 0.00 |