Interchange Capital Partners as of June 30, 2026
Portfolio Holdings for Interchange Capital Partners
Interchange Capital Partners holds 430 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $23M | 78k | 289.36 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 3.5 | $18M | 360k | 51.00 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 2.8 | $15M | 296k | 49.55 | |
| NVIDIA Corporation (NVDA) | 2.6 | $14M | 70k | 200.10 | |
| Microsoft Corporation (MSFT) | 2.3 | $12M | 33k | 373.07 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.1 | $11M | 223k | 50.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $11M | 31k | 357.36 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.9 | $9.9M | 195k | 50.57 | |
| Strive Cl A Com (ASST) | 1.8 | $9.6M | 882k | 10.91 | |
| Vanguard Index Fds Value Etf (VTV) | 1.8 | $9.5M | 44k | 217.94 | |
| Amazon (AMZN) | 1.6 | $8.4M | 35k | 238.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $8.1M | 11k | 748.89 | |
| Ishares Tr Msci Usa Value (VLUE) | 1.5 | $7.9M | 39k | 199.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $7.5M | 21k | 353.33 | |
| Ishares Core Msci Emkt (IEMG) | 1.4 | $7.3M | 89k | 82.84 | |
| Micron Technology (MU) | 1.3 | $7.0M | 6.0k | 1154.25 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $6.9M | 72k | 96.58 | |
| Tesla Motors (TSLA) | 1.1 | $6.1M | 15k | 420.57 | |
| Broadcom (AVGO) | 1.1 | $6.0M | 16k | 377.74 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.7M | 17k | 327.38 | |
| Meta Platforms Cl A (META) | 1.1 | $5.6M | 10k | 563.48 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $5.0M | 10k | 477.36 | |
| Applied Materials (AMAT) | 0.9 | $4.5M | 6.3k | 722.94 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $4.4M | 5.9k | 746.80 | |
| Abbvie (ABBV) | 0.8 | $4.1M | 16k | 251.64 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $3.7M | 4.8k | 762.03 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.4M | 25k | 137.53 | |
| Johnson & Johnson (JNJ) | 0.6 | $3.4M | 13k | 253.98 | |
| UnitedHealth (UNH) | 0.6 | $3.4M | 8.1k | 415.67 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.2M | 57k | 56.48 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $3.2M | 14k | 227.06 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $3.2M | 47k | 68.01 | |
| Lam Research Corp Com New (LRCX) | 0.6 | $3.2M | 7.3k | 433.33 | |
| Morgan Stanley Com New (MS) | 0.6 | $3.0M | 15k | 209.04 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $3.0M | 14k | 219.42 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $3.0M | 42k | 71.25 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $2.9M | 32k | 89.20 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.5 | $2.8M | 38k | 74.96 | |
| Visa Com Cl A (V) | 0.5 | $2.8M | 8.2k | 343.05 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.5 | $2.8M | 29k | 98.20 | |
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.5 | $2.8M | 41k | 67.58 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $2.8M | 11k | 255.68 | |
| Intel Corporation (INTC) | 0.5 | $2.8M | 20k | 139.63 | |
| Eli Lilly & Co. (LLY) | 0.5 | $2.7M | 2.3k | 1199.08 | |
| Advanced Micro Devices (AMD) | 0.5 | $2.7M | 4.6k | 579.53 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $2.6M | 1.3k | 1988.72 | |
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $2.6M | 34k | 75.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.5M | 5.1k | 500.39 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.4M | 13k | 189.75 | |
| Sandisk Corp (SNDK) | 0.4 | $2.4M | 1.1k | 2273.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.4M | 6.4k | 370.05 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $2.4M | 31k | 75.31 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.3M | 4.4k | 513.65 | |
| Arista Networks Com Shs (ANET) | 0.4 | $2.2M | 13k | 169.79 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $2.2M | 48k | 45.49 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.1M | 14k | 148.31 | |
| Merck & Co (MRK) | 0.4 | $2.1M | 16k | 128.50 | |
| Ge Vernova (GEV) | 0.4 | $2.0M | 1.7k | 1174.93 | |
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.4 | $2.0M | 74k | 27.47 | |
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $2.0M | 28k | 69.50 | |
| American Express Company (AXP) | 0.4 | $1.9M | 5.7k | 338.30 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.9M | 2.0k | 965.66 | |
| Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM) | 0.4 | $1.9M | 36k | 53.27 | |
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.9M | 5.6k | 334.90 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $1.9M | 24k | 76.55 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $1.9M | 19k | 96.49 | |
| Philip Morris International (PM) | 0.3 | $1.9M | 10k | 180.92 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $1.8M | 37k | 49.55 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $1.8M | 3.5k | 515.08 | |
| Palo Alto Networks (PANW) | 0.3 | $1.8M | 5.3k | 341.02 | |
| Home Depot (HD) | 0.3 | $1.8M | 5.1k | 352.61 | |
| Starbucks Corporation (SBUX) | 0.3 | $1.7M | 17k | 102.19 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.7M | 15k | 113.27 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.7M | 21k | 80.57 | |
| Oracle Corporation (ORCL) | 0.3 | $1.6M | 11k | 146.55 | |
| Hca Holdings (HCA) | 0.3 | $1.6M | 4.1k | 389.83 | |
| Pepsi (PEP) | 0.3 | $1.6M | 12k | 135.40 | |
| Servicenow (NOW) | 0.3 | $1.6M | 16k | 99.41 | |
| Caterpillar (CAT) | 0.3 | $1.5M | 1.5k | 1063.95 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.5M | 2.00 | 748850.00 | |
| Ge Aerospace Com New (GE) | 0.3 | $1.5M | 4.0k | 373.82 | |
| Nextera Energy (NEE) | 0.3 | $1.5M | 17k | 87.77 | |
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.3 | $1.5M | 28k | 52.72 | |
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $1.4M | 14k | 102.30 | |
| Dell Technologies CL C (DELL) | 0.3 | $1.4M | 3.3k | 431.46 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | 1.5k | 935.77 | |
| Cisco Systems (CSCO) | 0.3 | $1.4M | 12k | 117.45 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.4M | 23k | 59.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | 11k | 124.17 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $1.4M | 12k | 119.00 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.3 | $1.4M | 15k | 89.01 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.4M | 14k | 95.62 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | 10k | 136.72 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $1.4M | 30k | 45.52 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.3M | 17k | 79.42 | |
| International Business Machines (IBM) | 0.3 | $1.3M | 4.7k | 281.21 | |
| Rockwell Automation (ROK) | 0.2 | $1.3M | 2.6k | 495.04 | |
| Bank of America Corporation (BAC) | 0.2 | $1.3M | 23k | 56.98 | |
| Howmet Aerospace (HWM) | 0.2 | $1.3M | 4.7k | 268.88 | |
| Yum! Brands (YUM) | 0.2 | $1.3M | 8.0k | 159.86 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.2M | 3.6k | 342.83 | |
| Abbott Laboratories (ABT) | 0.2 | $1.2M | 14k | 90.74 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | 14k | 86.14 | |
| PNC Financial Services (PNC) | 0.2 | $1.2M | 4.9k | 246.21 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.2M | 10k | 114.17 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.2M | 3.4k | 343.88 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.2M | 9.4k | 124.41 | |
| Goldman Sachs (GS) | 0.2 | $1.2M | 1.1k | 1010.92 | |
| Chevron Corporation (CVX) | 0.2 | $1.1M | 6.8k | 165.74 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.1M | 13k | 85.49 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | 14k | 77.11 | |
| Quanta Services (PWR) | 0.2 | $1.1M | 1.5k | 720.06 | |
| EQT Corporation (EQT) | 0.2 | $1.1M | 21k | 53.17 | |
| Marriott Intl Cl A (MAR) | 0.2 | $1.1M | 2.9k | 370.56 | |
| Kla Corp Com New (KLAC) | 0.2 | $1.0M | 3.5k | 300.12 | |
| Emcor (EME) | 0.2 | $1.0M | 1.2k | 829.95 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.0M | 12k | 82.26 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.0M | 8.6k | 116.67 | |
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.2 | $980k | 23k | 43.11 | |
| Axon Enterprise (AXON) | 0.2 | $960k | 1.7k | 560.28 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $958k | 37k | 25.95 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $949k | 3.2k | 298.17 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $927k | 17k | 54.02 | |
| Netflix (NFLX) | 0.2 | $913k | 13k | 72.23 | |
| Johnson Controls Internation SHS (JCI) | 0.2 | $908k | 6.2k | 146.13 | |
| Coca-Cola Company (KO) | 0.2 | $892k | 11k | 81.28 | |
| Williams Companies (WMB) | 0.2 | $881k | 12k | 74.40 | |
| Celestica (CLS) | 0.2 | $878k | 2.4k | 364.65 | |
| Fortinet (FTNT) | 0.2 | $877k | 5.8k | 152.47 | |
| Travelers Companies (TRV) | 0.2 | $868k | 2.6k | 330.12 | |
| Fair Isaac Corporation (FICO) | 0.2 | $860k | 720.00 | 1194.78 | |
| MercadoLibre (MELI) | 0.2 | $846k | 498.00 | 1698.11 | |
| McKesson Corporation (MCK) | 0.2 | $842k | 1.1k | 755.07 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $840k | 8.1k | 103.89 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $840k | 7.6k | 110.15 | |
| General Motors Company (GM) | 0.2 | $839k | 11k | 77.07 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $828k | 3.3k | 252.23 | |
| Constellation Energy (CEG) | 0.2 | $806k | 3.2k | 248.39 | |
| Boeing Company (BA) | 0.1 | $787k | 3.6k | 216.47 | |
| Teradyne (TER) | 0.1 | $779k | 1.6k | 483.84 | |
| Vanguard Wellington Us Minimum (VFMV) | 0.1 | $774k | 5.6k | 139.36 | |
| Wells Fargo & Company (WFC) | 0.1 | $771k | 9.3k | 82.64 | |
| Amgen (AMGN) | 0.1 | $765k | 2.1k | 362.16 | |
| Curtiss-Wright (CW) | 0.1 | $762k | 1.0k | 757.76 | |
| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 0.1 | $759k | 15k | 49.80 | |
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.1 | $759k | 16k | 47.15 | |
| Qualcomm (QCOM) | 0.1 | $750k | 4.1k | 184.76 | |
| Western Digital (WDC) | 0.1 | $740k | 1.2k | 638.72 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $737k | 6.2k | 119.50 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $736k | 19k | 38.34 | |
| Eaton Corp SHS (ETN) | 0.1 | $735k | 1.7k | 426.25 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $728k | 2.0k | 365.87 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $726k | 2.5k | 285.58 | |
| Medicus Pharma (MDCX) | 0.1 | $718k | 1.6M | 0.45 | |
| Citigroup Com New (C) | 0.1 | $715k | 5.1k | 139.95 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $715k | 2.9k | 242.38 | |
| Amphenol Corp Cl A (APH) | 0.1 | $712k | 4.0k | 176.32 | |
| Everpure Cl A (P) | 0.1 | $711k | 9.0k | 78.79 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $709k | 7.1k | 100.28 | |
| Datadog Cl A Com (DDOG) | 0.1 | $705k | 2.7k | 260.27 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $687k | 2.5k | 271.95 | |
| Gilead Sciences (GILD) | 0.1 | $682k | 5.4k | 126.35 | |
| Procter & Gamble Company (PG) | 0.1 | $679k | 4.6k | 146.67 | |
| Comfort Systems USA (FIX) | 0.1 | $678k | 342.00 | 1982.19 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $664k | 4.2k | 158.63 | |
| Corning Incorporated (GLW) | 0.1 | $657k | 2.6k | 255.43 | |
| Cameco Corporation (CCJ) | 0.1 | $654k | 6.4k | 101.86 | |
| Snowflake Com Shs (SNOW) | 0.1 | $654k | 2.6k | 254.50 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $645k | 4.2k | 152.17 | |
| Jabil Circuit (JBL) | 0.1 | $644k | 1.7k | 385.53 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $625k | 12k | 53.11 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $618k | 46k | 13.36 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $614k | 4.8k | 126.57 | |
| Monolithic Power Systems (MPWR) | 0.1 | $608k | 440.00 | 1382.64 | |
| TJX Companies (TJX) | 0.1 | $606k | 4.0k | 151.51 | |
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $604k | 6.7k | 89.85 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $601k | 3.8k | 156.72 | |
| Hartford Financial Services (HIG) | 0.1 | $600k | 4.5k | 132.52 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $599k | 1.5k | 398.74 | |
| salesforce (CRM) | 0.1 | $599k | 3.8k | 156.63 | |
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.1 | $585k | 12k | 50.37 | |
| Marvell Technology (MRVL) | 0.1 | $582k | 2.0k | 297.89 | |
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.1 | $580k | 16k | 36.60 | |
| Monster Beverage Corp (MNST) | 0.1 | $574k | 6.0k | 96.12 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $565k | 23k | 24.55 | |
| Union Pacific Corporation (UNP) | 0.1 | $561k | 2.1k | 272.03 | |
| TTM Technologies (TTMI) | 0.1 | $558k | 3.0k | 187.02 | |
| Colgate-Palmolive Company (CL) | 0.1 | $557k | 6.1k | 91.68 | |
| General Dynamics Corporation (GD) | 0.1 | $551k | 1.6k | 354.25 | |
| Astera Labs (ALAB) | 0.1 | $549k | 1.1k | 483.01 | |
| Chubb (CB) | 0.1 | $547k | 1.6k | 340.74 | |
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.1 | $539k | 17k | 31.78 | |
| Twilio Cl A (TWLO) | 0.1 | $536k | 2.6k | 206.33 | |
| Tapestry (TPR) | 0.1 | $535k | 3.7k | 146.36 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $534k | 3.4k | 156.30 | |
| McDonald's Corporation (MCD) | 0.1 | $532k | 2.0k | 270.31 | |
| Progressive Corporation (PGR) | 0.1 | $527k | 2.4k | 218.38 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $526k | 3.2k | 163.45 | |
| Roku Com Cl A (ROKU) | 0.1 | $522k | 3.8k | 138.14 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $522k | 3.3k | 158.26 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $521k | 6.0k | 87.04 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $521k | 1.7k | 303.12 | |
| Metropcs Communications (TMUS) | 0.1 | $516k | 3.1k | 167.69 | |
| Emerson Electric (EMR) | 0.1 | $515k | 3.6k | 143.18 | |
| Altria (MO) | 0.1 | $514k | 7.1k | 71.95 | |
| Analog Devices (ADI) | 0.1 | $512k | 1.3k | 397.21 | |
| CVS Caremark Corporation (CVS) | 0.1 | $506k | 4.9k | 103.45 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $498k | 2.1k | 236.52 | |
| Vistra Energy (VST) | 0.1 | $498k | 3.1k | 158.64 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $496k | 774.00 | 640.76 | |
| Norfolk Southern (NSC) | 0.1 | $495k | 1.6k | 314.59 | |
| Cummins (CMI) | 0.1 | $490k | 687.00 | 713.06 | |
| Match Group (MTCH) | 0.1 | $478k | 13k | 38.05 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $476k | 8.5k | 56.22 | |
| Nvent Elec SHS (NVT) | 0.1 | $476k | 2.8k | 169.65 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $472k | 686.00 | 687.30 | |
| Blackrock (BLK) | 0.1 | $462k | 481.00 | 960.27 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $458k | 3.2k | 144.61 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $452k | 4.5k | 99.54 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $441k | 1.5k | 300.45 | |
| eBay (EBAY) | 0.1 | $440k | 3.9k | 111.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $436k | 592.00 | 736.40 | |
| Walt Disney Company (DIS) | 0.1 | $435k | 4.5k | 96.25 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $433k | 34k | 12.76 | |
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.1 | $433k | 6.8k | 63.99 | |
| Masco Corporation (MAS) | 0.1 | $429k | 5.3k | 81.36 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $429k | 2.3k | 190.19 | |
| O'reilly Automotive (ORLY) | 0.1 | $421k | 4.6k | 92.10 | |
| Sherwin-Williams Company (SHW) | 0.1 | $420k | 1.2k | 344.05 | |
| Vicor Corporation (VICR) | 0.1 | $414k | 1.1k | 379.78 | |
| Linde SHS (LIN) | 0.1 | $412k | 794.00 | 518.94 | |
| Freeport Mcmoran CL B (FCX) | 0.1 | $409k | 6.5k | 62.89 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $405k | 4.2k | 95.98 | |
| Illumina (ILMN) | 0.1 | $397k | 2.3k | 175.83 | |
| Intercontinental Exchange (ICE) | 0.1 | $391k | 3.2k | 123.09 | |
| Centene Corporation (CNC) | 0.1 | $391k | 6.1k | 64.19 | |
| Casey's General Stores (CASY) | 0.1 | $390k | 491.00 | 794.79 | |
| Expedia Group Com New (EXPE) | 0.1 | $387k | 1.5k | 255.95 | |
| Carrier Global Corporation (CARR) | 0.1 | $385k | 5.3k | 73.35 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $385k | 1.6k | 246.13 | |
| Uber Technologies (UBER) | 0.1 | $385k | 5.3k | 72.16 | |
| Deere & Company (DE) | 0.1 | $381k | 600.00 | 634.84 | |
| Kilroy Realty Corporation (KRC) | 0.1 | $380k | 10k | 37.47 | |
| Dominion Resources (D) | 0.1 | $379k | 5.6k | 68.29 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $378k | 3.4k | 112.35 | |
| Synchrony Financial (SYF) | 0.1 | $375k | 4.9k | 76.07 | |
| Woodward Governor Company (WWD) | 0.1 | $373k | 877.00 | 425.44 | |
| Lumentum Hldgs (LITE) | 0.1 | $372k | 433.00 | 858.04 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $370k | 738.00 | 501.86 | |
| Doordash Cl A (DASH) | 0.1 | $369k | 2.0k | 184.53 | |
| Newmont Mining Corporation (NEM) | 0.1 | $364k | 3.9k | 93.41 | |
| Cadence Design Systems (CDNS) | 0.1 | $363k | 970.00 | 374.16 | |
| Sentinelone Cl A (S) | 0.1 | $362k | 21k | 16.97 | |
| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $361k | 24k | 15.03 | |
| Essex Property Trust (ESS) | 0.1 | $359k | 1.2k | 291.75 | |
| Snap-on Incorporated (SNA) | 0.1 | $359k | 893.00 | 402.31 | |
| Builders FirstSource (BLDR) | 0.1 | $359k | 4.0k | 89.48 | |
| Edwards Lifesciences (EW) | 0.1 | $357k | 3.9k | 90.46 | |
| Targa Res Corp (TRGP) | 0.1 | $355k | 1.3k | 268.18 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.1 | $354k | 8.3k | 42.43 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $350k | 756.00 | 463.38 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $348k | 1.2k | 289.43 | |
| Sterling Construction Company (STRL) | 0.1 | $348k | 414.00 | 839.36 | |
| Omega Healthcare Investors (OHI) | 0.1 | $345k | 7.2k | 47.68 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $344k | 2.4k | 143.10 | |
| Simon Property (SPG) | 0.1 | $343k | 1.5k | 223.67 | |
| MKS Instruments (MKSI) | 0.1 | $342k | 769.00 | 445.02 | |
| Kraft Heinz (KHC) | 0.1 | $342k | 15k | 23.62 | |
| State Street Corporation (STT) | 0.1 | $341k | 2.0k | 169.60 | |
| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $340k | 5.9k | 58.01 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $337k | 840.00 | 401.41 | |
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.1 | $337k | 13k | 26.44 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $334k | 5.5k | 60.79 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $331k | 6.0k | 55.51 | |
| EastGroup Properties (EGP) | 0.1 | $331k | 1.6k | 202.48 | |
| Microchip Technology (MCHP) | 0.1 | $331k | 3.6k | 91.20 | |
| AvalonBay Communities (AVB) | 0.1 | $331k | 1.8k | 188.69 | |
| Kroger (KR) | 0.1 | $329k | 5.9k | 55.53 | |
| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.1 | $328k | 11k | 30.61 | |
| Delta Air Lines Com New (DAL) | 0.1 | $328k | 3.5k | 93.66 | |
| W.W. Grainger (GWW) | 0.1 | $324k | 238.00 | 1361.74 | |
| Pfizer (PFE) | 0.1 | $324k | 14k | 24.08 | |
| Sofi Technologies (SOFI) | 0.1 | $321k | 18k | 17.93 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $321k | 328.00 | 978.38 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $318k | 12k | 27.41 | |
| Middleby Corporation (MIDD) | 0.1 | $318k | 1.8k | 172.01 | |
| Ciena Corp Com New (CIEN) | 0.1 | $317k | 646.00 | 490.56 | |
| Best Buy (BBY) | 0.1 | $314k | 4.1k | 75.88 | |
| Arrow Electronics (ARW) | 0.1 | $314k | 1.5k | 213.41 | |
| Keysight Technologies (KEYS) | 0.1 | $312k | 891.00 | 350.07 | |
| Cirrus Logic (CRUS) | 0.1 | $310k | 2.1k | 148.53 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $306k | 5.0k | 61.47 | |
| Astrazeneca Ord (AZN) | 0.1 | $304k | 1.6k | 187.76 | |
| S&p Global (SPGI) | 0.1 | $303k | 740.00 | 409.39 | |
| Manpower (MAN) | 0.1 | $302k | 8.9k | 33.77 | |
| CF Industries Holdings (CF) | 0.1 | $302k | 2.8k | 108.25 | |
| Northern Trust Corporation (NTRS) | 0.1 | $301k | 1.7k | 173.88 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $300k | 3.7k | 80.82 | |
| At&t (T) | 0.1 | $299k | 15k | 20.70 | |
| Dex (DXCM) | 0.1 | $299k | 4.4k | 67.35 | |
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $297k | 8.8k | 33.75 | |
| Capital One Financial (COF) | 0.1 | $297k | 1.5k | 200.56 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $296k | 1.5k | 201.90 | |
| Block Cl A (XYZ) | 0.1 | $295k | 3.9k | 76.00 | |
| F5 Networks (FFIV) | 0.1 | $295k | 710.00 | 415.96 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $295k | 6.5k | 45.11 | |
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.1 | $295k | 15k | 19.46 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $294k | 3.0k | 98.38 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $293k | 3.5k | 83.75 | |
| Illinois Tool Works (ITW) | 0.1 | $293k | 1.1k | 270.47 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $289k | 5.4k | 53.47 | |
| Clean Harbors (CLH) | 0.1 | $288k | 964.00 | 298.75 | |
| Enbridge (ENB) | 0.1 | $288k | 5.3k | 54.21 | |
| Xylem (XYL) | 0.1 | $287k | 2.4k | 118.21 | |
| Waste Management (WM) | 0.1 | $284k | 1.3k | 222.88 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $281k | 3.0k | 95.09 | |
| Schneider National CL B (SNDR) | 0.1 | $280k | 7.7k | 36.53 | |
| Cognex Corporation (CGNX) | 0.1 | $276k | 3.8k | 72.42 | |
| Lamar Advertising Cl A (LAMR) | 0.1 | $274k | 1.8k | 155.98 | |
| Valmont Industries (VMI) | 0.1 | $274k | 475.00 | 577.60 | |
| National Retail Properties (NNN) | 0.1 | $274k | 5.9k | 46.53 | |
| Dupont De Nemours Common Stock (DD) | 0.1 | $274k | 2.0k | 135.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $272k | 2.2k | 124.47 | |
| Intuit (INTU) | 0.1 | $272k | 1.0k | 260.86 | |
| Paccar (PCAR) | 0.1 | $272k | 2.3k | 120.12 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $271k | 203.00 | 1332.78 | |
| Globus Med Cl A (GMED) | 0.1 | $270k | 3.4k | 79.01 | |
| Applied Digital Corp Com New (APLD) | 0.1 | $269k | 7.2k | 37.30 | |
| Crown Holdings (CCK) | 0.1 | $268k | 2.4k | 111.83 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $267k | 2.9k | 92.28 | |
| Corteva (CTVA) | 0.1 | $267k | 3.1k | 84.69 | |
| Twist Bioscience Corp (TWST) | 0.1 | $266k | 2.6k | 102.88 | |
| Verizon Communications (VZ) | 0.0 | $264k | 6.2k | 42.35 | |
| CBOE Holdings (CBOE) | 0.0 | $263k | 1.1k | 242.78 | |
| Us Bancorp Com New (USB) | 0.0 | $263k | 4.4k | 60.39 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $263k | 1.4k | 190.45 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $262k | 1.3k | 205.02 | |
| Ubs Group SHS (UBS) | 0.0 | $261k | 5.3k | 49.56 | |
| Argan (AGX) | 0.0 | $260k | 325.00 | 798.58 | |
| West Pharmaceutical Services (WST) | 0.0 | $259k | 722.00 | 358.75 | |
| Consolidated Edison (ED) | 0.0 | $256k | 2.3k | 110.63 | |
| Ameriprise Financial (AMP) | 0.0 | $256k | 560.00 | 457.02 | |
| Yeti Hldgs (YETI) | 0.0 | $255k | 5.2k | 49.56 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $254k | 511.00 | 496.73 | |
| Danaher Corporation (DHR) | 0.0 | $253k | 1.3k | 190.49 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $253k | 2.2k | 112.74 | |
| Travel Leisure Ord (TNL) | 0.0 | $251k | 3.3k | 76.43 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $251k | 5.6k | 44.53 | |
| First Industrial Realty Trust (FR) | 0.0 | $249k | 4.1k | 61.31 | |
| IDEXX Laboratories (IDXX) | 0.0 | $249k | 472.00 | 526.44 | |
| Five Below (FIVE) | 0.0 | $248k | 1.4k | 179.79 | |
| Valero Energy Corporation (VLO) | 0.0 | $247k | 950.00 | 260.38 | |
| Target Corporation (TGT) | 0.0 | $247k | 1.9k | 130.61 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $245k | 4.5k | 54.54 | |
| American Intl Group Com New (AIG) | 0.0 | $244k | 3.3k | 74.48 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $243k | 2.3k | 104.53 | |
| Anthem (ELV) | 0.0 | $243k | 627.00 | 386.73 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $242k | 5.8k | 42.06 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $242k | 5.2k | 46.15 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $242k | 8.7k | 27.70 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $241k | 5.3k | 45.34 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $240k | 5.3k | 45.12 | |
| Booking Holdings (BKNG) | 0.0 | $240k | 1.3k | 178.24 | |
| ON Semiconductor (ON) | 0.0 | $239k | 2.5k | 94.54 | |
| Hubspot (HUBS) | 0.0 | $239k | 1.3k | 182.51 | |
| Nordson Corporation (NDSN) | 0.0 | $238k | 788.00 | 301.84 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $237k | 4.6k | 51.85 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $234k | 459.00 | 509.46 | |
| Fortune Brands (FBIN) | 0.0 | $232k | 4.2k | 54.90 | |
| Leggett & Platt (LEG) | 0.0 | $232k | 20k | 11.71 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $231k | 836.00 | 276.17 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $231k | 1.8k | 131.60 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $230k | 4.8k | 47.74 | |
| Ross Stores (ROST) | 0.0 | $229k | 1.1k | 212.92 | |
| MetLife (MET) | 0.0 | $229k | 2.7k | 84.60 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $228k | 5.0k | 45.64 | |
| FedEx Corporation (FDX) | 0.0 | $228k | 728.00 | 313.01 | |
| Cloudflare Cl A Com (NET) | 0.0 | $228k | 929.00 | 245.28 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $228k | 752.00 | 302.70 | |
| Exelon Corporation (EXC) | 0.0 | $227k | 4.9k | 46.62 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $227k | 3.0k | 74.81 | |
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $227k | 4.6k | 49.13 | |
| Tempus Ai Cl A (TEM) | 0.0 | $226k | 3.9k | 57.93 | |
| CSX Corporation (CSX) | 0.0 | $226k | 4.7k | 47.54 | |
| Sanmina (SANM) | 0.0 | $225k | 888.00 | 253.08 | |
| Dollar Tree (DLTR) | 0.0 | $224k | 1.9k | 120.95 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $223k | 1.5k | 146.19 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $222k | 1.4k | 163.15 | |
| L3harris Technologies (LHX) | 0.0 | $222k | 763.00 | 291.05 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $221k | 540.00 | 409.50 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $221k | 2.1k | 104.79 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $221k | 2.5k | 88.52 | |
| Lowe's Companies (LOW) | 0.0 | $220k | 996.00 | 220.53 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $220k | 906.00 | 242.43 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $219k | 2.2k | 101.88 | |
| Zoom Communications Cl A (ZM) | 0.0 | $217k | 2.5k | 86.31 | |
| Southern Company (SO) | 0.0 | $217k | 2.3k | 95.73 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $215k | 2.6k | 83.31 | |
| Zions Bancorporation (ZION) | 0.0 | $214k | 3.1k | 69.19 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $214k | 2.9k | 74.89 | |
| Huntington Ingalls Inds (HII) | 0.0 | $214k | 763.00 | 280.04 | |
| Eversource Energy (ES) | 0.0 | $214k | 3.0k | 72.27 | |
| Natera (NTRA) | 0.0 | $213k | 786.00 | 271.10 | |
| Applied Optoelectronics (AAOI) | 0.0 | $211k | 1.4k | 148.16 | |
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $210k | 5.0k | 42.08 | |
| WESCO International (WCC) | 0.0 | $210k | 607.00 | 345.43 | |
| Dynatrace Com New (DT) | 0.0 | $209k | 4.8k | 43.91 | |
| Envista Hldgs Corp (NVST) | 0.0 | $209k | 7.9k | 26.35 | |
| ConAgra Foods (CAG) | 0.0 | $209k | 16k | 13.46 | |
| Ringcentral Cl A (RNG) | 0.0 | $208k | 5.3k | 38.98 | |
| United Rentals (URI) | 0.0 | $206k | 182.00 | 1131.34 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $206k | 3.8k | 54.38 | |
| Janus Henderson Group Ord Shs | 0.0 | $205k | 3.9k | 51.95 | |
| ViaSat (VSAT) | 0.0 | $205k | 2.3k | 89.81 | |
| Totalenergies Se Act (TTE) | 0.0 | $204k | 2.6k | 78.88 | |
| Owens Corning (OC) | 0.0 | $202k | 1.3k | 158.96 | |
| Cintas Corporation (CTAS) | 0.0 | $202k | 1.2k | 170.08 | |
| Ball Corporation (BALL) | 0.0 | $202k | 3.2k | 62.40 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $201k | 2.2k | 90.50 | |
| Ford Motor Company (F) | 0.0 | $201k | 15k | 13.90 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $201k | 325.00 | 616.85 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $200k | 3.7k | 53.60 | |
| Banco Santander Sa Adr (SAN) | 0.0 | $178k | 13k | 13.89 | |
| Digital Turbine Com New (APPS) | 0.0 | $142k | 11k | 12.90 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $137k | 14k | 9.58 | |
| Flowers Foods (FLO) | 0.0 | $110k | 14k | 7.90 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $57k | 25k | 2.25 | |
| Borr Drilling SHS (BORR) | 0.0 | $54k | 13k | 4.13 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $49k | 13k | 3.67 | |
| Lg Display Spons Adr Rep (LPL) | 0.0 | $43k | 11k | 3.89 |