Icon Advisers as of March 31, 2025
Portfolio Holdings for Icon Advisers
Icon Advisers holds 158 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lpl Financial Holdings (LPLA) | 2.4 | $10M | 32k | 327.14 | |
| Now (DNOW) | 2.1 | $8.8M | 515k | 17.08 | |
| National Fuel Gas (NFG) | 1.9 | $8.3M | 105k | 79.19 | |
| Kaiser Aluminum Corp Com Par $0.01 (KALU) | 1.7 | $7.1M | 117k | 60.62 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 1.6 | $6.6M | 335k | 19.84 | |
| Horace Mann Educators Corporation (HMN) | 1.5 | $6.6M | 154k | 42.73 | |
| Mastercard Incorporated Cl A (MA) | 1.5 | $6.4M | 12k | 548.12 | |
| Baker Hughes Company Cl A (BKR) | 1.5 | $6.3M | 144k | 43.95 | |
| Trinity Industries (TRN) | 1.4 | $6.0M | 214k | 28.06 | |
| Lincoln National Corporation (LNC) | 1.4 | $6.0M | 167k | 35.91 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $5.9M | 24k | 245.30 | |
| Chemours (CC) | 1.4 | $5.9M | 436k | 13.53 | |
| Metropcs Communications (TMUS) | 1.4 | $5.8M | 22k | 266.71 | |
| TETRA Technologies (TTI) | 1.3 | $5.7M | 1.7M | 3.36 | |
| Armstrong World Industries (AWI) | 1.3 | $5.6M | 40k | 140.88 | |
| Enterprise Products Partners (EPD) | 1.3 | $5.5M | 160k | 34.14 | |
| Alaska Air (ALK) | 1.3 | $5.4M | 110k | 49.22 | |
| Nuveen Floating Rate Income Fund (JFR) | 1.2 | $5.2M | 608k | 8.47 | |
| Rev (REVG) | 1.2 | $5.1M | 160k | 31.60 | |
| Cemex Sab De Cv Spon Adr New (CX) | 1.2 | $5.0M | 900k | 5.61 | |
| Meta Platforms Cl A (META) | 1.2 | $5.0M | 8.6k | 576.36 | |
| Eaton Vance Cali Muni Bnd Fnd (EVM) | 1.2 | $4.9M | 534k | 9.27 | |
| Western Asset Hgh Yld Dfnd (HYI) | 1.2 | $4.9M | 418k | 11.84 | |
| Eastman Chemical Company (EMN) | 1.1 | $4.8M | 55k | 88.11 | |
| Chart Industries (GTLS) | 1.1 | $4.5M | 31k | 144.36 | |
| Compass Minerals International (CMP) | 1.0 | $4.5M | 480k | 9.29 | |
| 3-d Sys Corp Del Com New (DDD) | 1.0 | $4.5M | 2.1M | 2.12 | |
| Bank of America Corporation (BAC) | 1.0 | $4.2M | 102k | 41.73 | |
| eBay (EBAY) | 1.0 | $4.2M | 62k | 67.73 | |
| Vodafone Group Sponsored Adr (VOD) | 1.0 | $4.1M | 441k | 9.37 | |
| Cisco Systems (CSCO) | 0.9 | $4.0M | 65k | 61.71 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $4.0M | 24k | 166.00 | |
| Sonoco Products Company (SON) | 0.9 | $3.8M | 81k | 47.24 | |
| Kornit Digital SHS (KRNT) | 0.9 | $3.8M | 200k | 19.08 | |
| DTE Energy Company (DTE) | 0.9 | $3.8M | 27k | 138.27 | |
| Global Payments (GPN) | 0.9 | $3.7M | 38k | 97.92 | |
| Spire (SR) | 0.9 | $3.6M | 47k | 78.25 | |
| Encompass Health Corp (EHC) | 0.8 | $3.6M | 36k | 101.28 | |
| SYNNEX Corporation (SNX) | 0.8 | $3.5M | 34k | 103.96 | |
| Autodesk (ADSK) | 0.8 | $3.5M | 14k | 261.80 | |
| Palo Alto Networks (PANW) | 0.8 | $3.5M | 20k | 170.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.5M | 22k | 156.23 | |
| salesforce (CRM) | 0.8 | $3.5M | 13k | 268.36 | |
| Annaly Capital Management In Com New (NLY) | 0.8 | $3.4M | 167k | 20.31 | |
| Arista Networks Com Shs (ANET) | 0.8 | $3.4M | 44k | 77.48 | |
| Evergy (EVRG) | 0.8 | $3.4M | 49k | 68.95 | |
| Liveramp Holdings (RAMP) | 0.8 | $3.4M | 129k | 26.14 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.8 | $3.3M | 56k | 58.06 | |
| Alamo (ALG) | 0.8 | $3.2M | 18k | 178.21 | |
| Universal Display Corporation (OLED) | 0.7 | $3.2M | 23k | 139.48 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $3.2M | 8.3k | 383.53 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.7 | $3.1M | 71k | 43.49 | |
| Euronet Worldwide (EEFT) | 0.7 | $3.0M | 29k | 106.85 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.7 | $3.0M | 256k | 11.63 | |
| Southwest Gas Corporation (SWX) | 0.7 | $2.9M | 41k | 71.80 | |
| Tyler Technologies (TYL) | 0.7 | $2.9M | 5.1k | 581.39 | |
| Tetra Tech (TTEK) | 0.7 | $2.9M | 100k | 29.25 | |
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.7 | $2.9M | 822k | 3.49 | |
| Dominion Resources (D) | 0.7 | $2.9M | 51k | 56.07 | |
| Lazard Ltd Shs -a - (LAZ) | 0.7 | $2.8M | 66k | 43.30 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.7 | $2.8M | 2.3k | 1200.80 | |
| Servicenow (NOW) | 0.7 | $2.8M | 3.5k | 796.14 | |
| Fortinet (FTNT) | 0.7 | $2.8M | 29k | 96.26 | |
| Emcor (EME) | 0.6 | $2.8M | 7.5k | 369.63 | |
| Hca Holdings (HCA) | 0.6 | $2.8M | 8.0k | 345.55 | |
| Stepan Company (SCL) | 0.6 | $2.8M | 50k | 55.04 | |
| Carpenter Technology Corporation (CRS) | 0.6 | $2.7M | 15k | 181.18 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $2.7M | 25k | 108.65 | |
| Molina Healthcare (MOH) | 0.6 | $2.7M | 8.1k | 329.39 | |
| Stanley Black & Decker (SWK) | 0.6 | $2.6M | 35k | 76.88 | |
| Amgen (AMGN) | 0.6 | $2.5M | 8.0k | 311.55 | |
| Nike CL B (NKE) | 0.6 | $2.5M | 39k | 63.48 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.6 | $2.4M | 83k | 29.26 | |
| Portland Gen Elec Com New (POR) | 0.6 | $2.4M | 54k | 44.60 | |
| 3M Company (MMM) | 0.5 | $2.3M | 16k | 146.86 | |
| Agnc Invt Corp Com reit (AGNC) | 0.5 | $2.3M | 244k | 9.58 | |
| Visa Com Cl A (V) | 0.5 | $2.3M | 6.7k | 350.46 | |
| KAR Auction Services (KAR) | 0.5 | $2.3M | 120k | 19.28 | |
| Union Pacific Corporation (UNP) | 0.5 | $2.3M | 9.7k | 236.24 | |
| Ing Groep Sponsored Adr (ING) | 0.5 | $2.3M | 116k | 19.59 | |
| Amdocs SHS (DOX) | 0.5 | $2.2M | 24k | 91.50 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.5 | $2.2M | 1.8k | 1234.57 | |
| Huntsman Corporation (HUN) | 0.5 | $2.1M | 136k | 15.79 | |
| Nexstar Media Group Common Stock (NXST) | 0.5 | $2.1M | 12k | 179.22 | |
| Perrigo SHS (PRGO) | 0.5 | $2.1M | 75k | 28.04 | |
| Key (KEY) | 0.5 | $2.1M | 131k | 15.99 | |
| Equitable Holdings (EQH) | 0.5 | $2.0M | 39k | 52.09 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $2.0M | 4.4k | 446.71 | |
| Pegasystems (PEGA) | 0.5 | $1.9M | 28k | 69.52 | |
| Mfs Invt Grade Mun Tr Sh Ben Int (CXH) | 0.5 | $1.9M | 244k | 7.92 | |
| Western Union Company (WU) | 0.5 | $1.9M | 183k | 10.58 | |
| Hartford Financial Services (HIG) | 0.4 | $1.9M | 16k | 123.73 | |
| Cdw (CDW) | 0.4 | $1.9M | 12k | 160.26 | |
| Forward Air Corporation | 0.4 | $1.9M | 93k | 20.09 | |
| Terex Corporation (TEX) | 0.4 | $1.9M | 49k | 37.78 | |
| Heidrick & Struggles International (HSII) | 0.4 | $1.8M | 43k | 42.83 | |
| Globant S A (GLOB) | 0.4 | $1.8M | 16k | 117.72 | |
| Pioneer Municipal High Income Advantage (MAV) | 0.4 | $1.8M | 214k | 8.35 | |
| Rivernorth Marketplace Lendi (RSF) | 0.4 | $1.8M | 116k | 15.21 | |
| Magna Intl Inc cl a (MGA) | 0.4 | $1.7M | 52k | 33.99 | |
| BioMarin Pharmaceutical (BMRN) | 0.4 | $1.7M | 25k | 70.69 | |
| Bristol Myers Squibb (BMY) | 0.4 | $1.7M | 29k | 60.99 | |
| Applied Industrial Technologies (AIT) | 0.4 | $1.7M | 7.6k | 225.34 | |
| Performance Food (PFGC) | 0.4 | $1.7M | 21k | 78.63 | |
| Truist Financial Corp equities (TFC) | 0.4 | $1.6M | 39k | 41.15 | |
| Onemain Holdings (OMF) | 0.4 | $1.6M | 33k | 48.88 | |
| Ingevity (NGVT) | 0.4 | $1.6M | 40k | 39.59 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.4 | $1.6M | 6.5k | 240.00 | |
| Synovus Finl Corp Com New (SNV) | 0.4 | $1.5M | 32k | 46.74 | |
| American Express Company (AXP) | 0.3 | $1.5M | 5.5k | 269.05 | |
| Atmos Energy Corporation (ATO) | 0.3 | $1.5M | 9.5k | 154.58 | |
| Arch Cap Group Ord (ACGL) | 0.3 | $1.5M | 15k | 96.18 | |
| Expedia Group Com New (EXPE) | 0.3 | $1.4M | 8.6k | 168.10 | |
| Ingredion Incorporated (INGR) | 0.3 | $1.4M | 11k | 135.21 | |
| GSK Sponsored Adr (GSK) | 0.3 | $1.4M | 36k | 38.74 | |
| Gentex Corporation (GNTX) | 0.3 | $1.4M | 59k | 23.30 | |
| American Electric Power Company (AEP) | 0.3 | $1.3M | 12k | 109.27 | |
| Xcel Energy (XEL) | 0.3 | $1.3M | 19k | 70.79 | |
| Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.3 | $1.3M | 20k | 65.28 | |
| Skechers U S A Cl A | 0.3 | $1.3M | 23k | 56.78 | |
| Nextera Energy (NEE) | 0.3 | $1.2M | 18k | 70.89 | |
| Ameren Corporation (AEE) | 0.3 | $1.2M | 12k | 100.40 | |
| Consolidated Edison (ED) | 0.3 | $1.2M | 11k | 110.59 | |
| NiSource (NI) | 0.3 | $1.2M | 30k | 40.09 | |
| Allete Com New (ALE) | 0.3 | $1.2M | 18k | 65.70 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.2M | 27k | 43.60 | |
| Everest Re Group (EG) | 0.3 | $1.2M | 3.2k | 363.33 | |
| Assurant (AIZ) | 0.3 | $1.2M | 5.5k | 209.75 | |
| Valmont Industries (VMI) | 0.3 | $1.1M | 4.0k | 285.37 | |
| Eversource Energy (ES) | 0.3 | $1.1M | 18k | 62.11 | |
| Tyson Foods Cl A (TSN) | 0.3 | $1.1M | 17k | 63.81 | |
| CSX Corporation (CSX) | 0.3 | $1.1M | 37k | 29.43 | |
| Eaton Vance New York Municipal Bond Fund (ENX) | 0.2 | $1.1M | 112k | 9.49 | |
| Extreme Networks (EXTR) | 0.2 | $1.1M | 80k | 13.23 | |
| One Gas (OGS) | 0.2 | $1.0M | 14k | 75.59 | |
| New Jersey Resources Corporation (NJR) | 0.2 | $1.0M | 21k | 49.06 | |
| Crescent Capital Bdc (CCAP) | 0.2 | $997k | 58k | 17.12 | |
| Barings Bdc (BBDC) | 0.2 | $982k | 103k | 9.54 | |
| Walt Disney Company (DIS) | 0.2 | $957k | 9.7k | 98.70 | |
| Anthem (ELV) | 0.2 | $950k | 2.2k | 434.96 | |
| Black Hills Corporation (BKH) | 0.2 | $922k | 15k | 60.65 | |
| CMS Energy Corporation (CMS) | 0.2 | $916k | 12k | 75.11 | |
| Lear Corp Com New (LEA) | 0.2 | $912k | 10k | 88.22 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $896k | 60k | 15.01 | |
| Merck & Co (MRK) | 0.2 | $870k | 9.7k | 89.76 | |
| Boston Beer Cl A (SAM) | 0.2 | $764k | 3.2k | 238.84 | |
| Southwest Airlines (LUV) | 0.2 | $752k | 22k | 33.58 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.2 | $719k | 34k | 21.01 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $714k | 12k | 61.56 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $647k | 5.8k | 111.81 | |
| Sabre (SABR) | 0.1 | $640k | 228k | 2.81 | |
| Dana Holding Corporation (DAN) | 0.1 | $607k | 46k | 13.33 | |
| Visteon Corp Com New (VC) | 0.1 | $605k | 7.8k | 77.62 | |
| Gentherm (THRM) | 0.1 | $396k | 15k | 26.74 | |
| Green Dot Corp Cl A (GDOT) | 0.1 | $367k | 43k | 8.44 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $308k | 4.7k | 65.08 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $252k | 10k | 25.16 | |
| Highland Opps & Income Highland Income (HFRO) | 0.0 | $154k | 30k | 5.20 |