Kornitzer Capital Management as of Dec. 31, 2024
Portfolio Holdings for Kornitzer Capital Management
Kornitzer Capital Management holds 470 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.8 | $248M | 588k | 421.50 | |
| Apple (AAPL) | 2.5 | $127M | 507k | 250.42 | |
| Costco Wholesale Corporation (COST) | 1.9 | $100M | 109k | 916.27 | |
| Eli Lilly & Co. (LLY) | 1.9 | $99M | 128k | 772.00 | |
| Hess (HES) | 1.6 | $81M | 608k | 133.01 | |
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $80M | 282k | 283.85 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $75M | 697k | 107.57 | |
| Kinder Morgan (KMI) | 1.4 | $73M | 2.6M | 27.40 | |
| Waste Management (WM) | 1.3 | $68M | 338k | 201.79 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $67M | 355k | 189.30 | |
| Chevron Corporation (CVX) | 1.3 | $66M | 455k | 144.84 | |
| Procter & Gamble Company (PG) | 1.2 | $64M | 379k | 167.65 | |
| Schlumberger (SLB) | 1.2 | $60M | 1.6M | 38.34 | |
| Pepsi (PEP) | 1.2 | $60M | 396k | 152.06 | |
| International Business Machines (IBM) | 1.1 | $58M | 264k | 219.83 | |
| Amazon (AMZN) | 1.1 | $57M | 259k | 219.39 | |
| Qualcomm (QCOM) | 1.1 | $55M | 359k | 153.62 | |
| Facebook Inc cl a (META) | 1.0 | $54M | 92k | 585.51 | |
| Merck & Co (MRK) | 1.0 | $54M | 539k | 99.48 | |
| ConocoPhillips (COP) | 1.0 | $53M | 536k | 99.17 | |
| Cisco Systems (CSCO) | 1.0 | $52M | 886k | 59.20 | |
| Johnson & Johnson (JNJ) | 1.0 | $51M | 349k | 144.62 | |
| Wal-Mart Stores (WMT) | 1.0 | $49M | 542k | 90.35 | |
| Allstate Corporation (ALL) | 0.9 | $47M | 245k | 192.79 | |
| Abbott Laboratories (ABT) | 0.9 | $44M | 393k | 113.11 | |
| Coca-Cola Company (KO) | 0.9 | $44M | 700k | 62.26 | |
| Msci (MSCI) | 0.8 | $41M | 68k | 600.01 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $38M | 293k | 131.04 | |
| Verizon Communications (VZ) | 0.7 | $37M | 932k | 39.99 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.7 | $37M | 359k | 103.78 | |
| Apa Corporation (APA) | 0.7 | $35M | 1.5M | 23.09 | |
| Clorox Company (CLX) | 0.7 | $35M | 213k | 162.41 | |
| NVIDIA Corporation (NVDA) | 0.7 | $35M | 257k | 134.29 | |
| Gilead Sciences (GILD) | 0.6 | $33M | 360k | 92.37 | |
| Pfizer (PFE) | 0.6 | $32M | 1.2M | 26.53 | |
| Truist Financial Corp equities (TFC) | 0.6 | $32M | 737k | 43.38 | |
| Transunion (TRU) | 0.6 | $32M | 341k | 92.71 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $30M | 152k | 197.49 | |
| General Dynamics Corporation (GD) | 0.6 | $30M | 113k | 263.49 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.5 | $28M | 442k | 62.65 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $25M | 105k | 239.71 | |
| Abb (ABBNY) | 0.5 | $25M | 465k | 54.15 | |
| Booking Holdings (BKNG) | 0.5 | $25M | 5.1k | 4968.42 | |
| Cincinnati Financial Corporation (CINF) | 0.5 | $25M | 173k | 143.70 | |
| General Mills (GIS) | 0.5 | $25M | 390k | 63.77 | |
| Paypal Holdings (PYPL) | 0.5 | $24M | 285k | 85.35 | |
| Martin Marietta Materials (MLM) | 0.5 | $24M | 47k | 516.50 | |
| Visa (V) | 0.5 | $24M | 75k | 316.04 | |
| MercadoLibre (MELI) | 0.5 | $23M | 14k | 1700.44 | |
| ConAgra Foods (CAG) | 0.4 | $23M | 818k | 27.75 | |
| Verisk Analytics (VRSK) | 0.4 | $22M | 82k | 275.43 | |
| CoStar (CSGP) | 0.4 | $22M | 310k | 71.59 | |
| Vistra Energy (VST) | 0.4 | $22M | 161k | 137.87 | |
| Ametek (AME) | 0.4 | $22M | 123k | 180.26 | |
| Veeva Sys Inc cl a (VEEV) | 0.4 | $22M | 104k | 210.25 | |
| At&t (T) | 0.4 | $22M | 951k | 22.77 | |
| Sap (SAP) | 0.4 | $22M | 87k | 246.21 | |
| Copart (CPRT) | 0.4 | $21M | 359k | 57.39 | |
| Icon (ICLR) | 0.4 | $20M | 97k | 209.71 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.4 | $20M | 452k | 44.54 | |
| Linde (LIN) | 0.4 | $20M | 48k | 418.67 | |
| Kellogg Company (K) | 0.4 | $20M | 244k | 80.97 | |
| Alcon (ALC) | 0.4 | $20M | 233k | 84.89 | |
| AstraZeneca (AZN) | 0.4 | $20M | 299k | 65.52 | |
| DV (DV) | 0.4 | $19M | 987k | 19.21 | |
| Summit Matls Inc cl a | 0.4 | $19M | 366k | 50.60 | |
| Vertex (VERX) | 0.4 | $18M | 345k | 53.35 | |
| S&p Global (SPGI) | 0.4 | $18M | 37k | 498.03 | |
| Emerson Electric (EMR) | 0.4 | $18M | 147k | 123.93 | |
| Varonis Sys (VRNS) | 0.4 | $18M | 406k | 44.43 | |
| Citizens Financial (CFG) | 0.4 | $18M | 412k | 43.76 | |
| Advanced Drain Sys Inc Del (WMS) | 0.3 | $17M | 151k | 115.60 | |
| Asml Holding (ASML) | 0.3 | $17M | 25k | 693.08 | |
| Bristol Myers Squibb (BMY) | 0.3 | $17M | 307k | 56.56 | |
| Dow (DOW) | 0.3 | $17M | 429k | 40.13 | |
| Crh (CRH) | 0.3 | $17M | 185k | 92.52 | |
| Rio Tinto (RIO) | 0.3 | $17M | 286k | 58.81 | |
| Natera (NTRA) | 0.3 | $17M | 106k | 158.30 | |
| Gartner (IT) | 0.3 | $17M | 35k | 484.47 | |
| Cyberark Software (CYBR) | 0.3 | $17M | 50k | 333.15 | |
| Aon (AON) | 0.3 | $16M | 45k | 359.16 | |
| Comcast Corporation (CMCSA) | 0.3 | $16M | 429k | 37.53 | |
| Digital Realty Trust (DLR) | 0.3 | $16M | 90k | 177.33 | |
| Hamilton Lane Inc Common (HLNE) | 0.3 | $16M | 108k | 148.05 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $16M | 137k | 113.61 | |
| Pinterest Inc Cl A (PINS) | 0.3 | $15M | 532k | 29.00 | |
| Skyline Corporation (SKY) | 0.3 | $15M | 174k | 88.10 | |
| Republic Services (RSG) | 0.3 | $15M | 76k | 201.18 | |
| Hf Sinclair Corp (DINO) | 0.3 | $15M | 433k | 35.05 | |
| Chart Industries (GTLS) | 0.3 | $15M | 78k | 190.84 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $15M | 126k | 115.72 | |
| Ligand Pharmaceuticals In (LGND) | 0.3 | $15M | 136k | 107.15 | |
| SYSCO Corporation (SYY) | 0.3 | $14M | 187k | 76.46 | |
| Cme (CME) | 0.3 | $14M | 61k | 232.23 | |
| Intercontinental Exchange (ICE) | 0.3 | $14M | 95k | 149.01 | |
| UnitedHealth (UNH) | 0.3 | $14M | 28k | 505.86 | |
| Global Payments (GPN) | 0.3 | $14M | 124k | 112.06 | |
| Palomar Hldgs (PLMR) | 0.3 | $14M | 131k | 105.59 | |
| BP (BP) | 0.3 | $14M | 465k | 29.56 | |
| Unilever (UL) | 0.3 | $14M | 242k | 56.70 | |
| Novo Nordisk A/S (NVO) | 0.3 | $13M | 156k | 86.02 | |
| ICF International (ICFI) | 0.3 | $13M | 111k | 119.21 | |
| Procore Technologies (PCOR) | 0.3 | $13M | 176k | 74.93 | |
| Bio-techne Corporation (TECH) | 0.3 | $13M | 182k | 72.03 | |
| Calix (CALX) | 0.3 | $13M | 374k | 34.87 | |
| Iqvia Holdings (IQV) | 0.3 | $13M | 66k | 196.51 | |
| Bio-Rad Laboratories (BIO) | 0.3 | $13M | 39k | 328.51 | |
| John Bean Technologies Corporation (JBTM) | 0.3 | $13M | 101k | 127.10 | |
| Kinsale Cap Group (KNSL) | 0.3 | $13M | 28k | 465.13 | |
| Guidewire Software (GWRE) | 0.3 | $13M | 76k | 168.58 | |
| Equifax (EFX) | 0.2 | $13M | 50k | 254.85 | |
| Corpay (CPAY) | 0.2 | $13M | 37k | 338.42 | |
| Universal Display Corporation (OLED) | 0.2 | $13M | 86k | 146.20 | |
| VAALCO Energy (EGY) | 0.2 | $12M | 2.8M | 4.37 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $12M | 64k | 190.44 | |
| Helmerich & Payne (HP) | 0.2 | $12M | 373k | 32.02 | |
| McDonald's Corporation (MCD) | 0.2 | $12M | 41k | 289.89 | |
| Bellring Brands (BRBR) | 0.2 | $12M | 157k | 75.34 | |
| GSK (GSK) | 0.2 | $12M | 346k | 33.82 | |
| Autodesk (ADSK) | 0.2 | $12M | 39k | 295.57 | |
| MasterCard Incorporated (MA) | 0.2 | $12M | 22k | 526.57 | |
| Aspen Technology | 0.2 | $12M | 46k | 249.63 | |
| Kornit Digital (KRNT) | 0.2 | $12M | 372k | 30.95 | |
| Establishment Labs Holdings Ord (ESTA) | 0.2 | $11M | 246k | 46.07 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $11M | 234k | 48.23 | |
| Archer Daniels Midland Company (ADM) | 0.2 | $11M | 223k | 50.52 | |
| Live Nation Entertainment (LYV) | 0.2 | $11M | 86k | 129.50 | |
| Lululemon Athletica (LULU) | 0.2 | $11M | 29k | 382.41 | |
| Workday Inc cl a (WDAY) | 0.2 | $11M | 43k | 258.03 | |
| Sterling Construction Company (STRL) | 0.2 | $11M | 66k | 168.45 | |
| Clearw.a.hld. (CWAN) | 0.2 | $11M | 401k | 27.52 | |
| Diageo (DEO) | 0.2 | $11M | 87k | 127.13 | |
| Hubspot (HUBS) | 0.2 | $11M | 15k | 696.77 | |
| Tyler Technologies (TYL) | 0.2 | $11M | 19k | 576.64 | |
| Xylem (XYL) | 0.2 | $11M | 92k | 116.02 | |
| Nv5 Holding (NVEE) | 0.2 | $11M | 560k | 18.84 | |
| Uber Technologies (UBER) | 0.2 | $11M | 174k | 60.32 | |
| Cactus Inc - A (WHD) | 0.2 | $11M | 180k | 58.36 | |
| Option Care Health (OPCH) | 0.2 | $10M | 444k | 23.20 | |
| Newmont Mining Corporation (NEM) | 0.2 | $10M | 276k | 37.22 | |
| MarketAxess Holdings (MKTX) | 0.2 | $10M | 45k | 226.04 | |
| Kraft Heinz (KHC) | 0.2 | $10M | 334k | 30.71 | |
| Castle Biosciences (CSTL) | 0.2 | $10M | 384k | 26.65 | |
| Cbre Group Inc Cl A (CBRE) | 0.2 | $10M | 78k | 131.29 | |
| Halozyme Therapeutics (HALO) | 0.2 | $10M | 213k | 47.81 | |
| Maplebear (CART) | 0.2 | $10M | 245k | 41.42 | |
| Medtronic (MDT) | 0.2 | $10M | 125k | 79.88 | |
| Colgate-Palmolive Company (CL) | 0.2 | $10M | 110k | 90.91 | |
| Napco Security Systems (NSSC) | 0.2 | $9.8M | 275k | 35.56 | |
| Genuine Parts Company (GPC) | 0.2 | $9.6M | 83k | 116.76 | |
| WisdomTree Investments (WT) | 0.2 | $9.6M | 918k | 10.50 | |
| Pegasystems (PEGA) | 0.2 | $9.6M | 103k | 93.20 | |
| Aptiv Holdings (APTV) | 0.2 | $9.6M | 158k | 60.48 | |
| Canadian Natl Ry (CNI) | 0.2 | $9.5M | 94k | 101.51 | |
| Peregrine Pharmaceuticals (CDMO) | 0.2 | $9.5M | 766k | 12.35 | |
| Ecolab (ECL) | 0.2 | $9.4M | 40k | 234.32 | |
| Eastman Chemical Company (EMN) | 0.2 | $9.4M | 103k | 91.32 | |
| Brp Group (BWIN) | 0.2 | $9.3M | 241k | 38.76 | |
| Inspire Med Sys (INSP) | 0.2 | $9.3M | 50k | 185.38 | |
| Ferguson (FERG) | 0.2 | $9.3M | 54k | 173.57 | |
| Broadcom (AVGO) | 0.2 | $9.3M | 40k | 231.84 | |
| FedEx Corporation (FDX) | 0.2 | $9.2M | 33k | 281.33 | |
| United Parcel Service (UPS) | 0.2 | $9.1M | 73k | 126.10 | |
| Quidel Corp (QDEL) | 0.2 | $9.1M | 205k | 44.55 | |
| KBR (KBR) | 0.2 | $9.1M | 158k | 57.93 | |
| Marriott International (MAR) | 0.2 | $9.1M | 33k | 278.94 | |
| Azek (AZEK) | 0.2 | $9.1M | 191k | 47.47 | |
| IDEXX Laboratories (IDXX) | 0.2 | $8.9M | 22k | 413.44 | |
| First Watch Restaurant Groupco (FWRG) | 0.2 | $8.9M | 478k | 18.61 | |
| Endava Plc ads (DAVA) | 0.2 | $8.9M | 288k | 30.90 | |
| Silicon Laboratories (SLAB) | 0.2 | $8.9M | 72k | 124.22 | |
| Edwards Lifesciences (EW) | 0.2 | $8.8M | 120k | 74.03 | |
| Progyny (PGNY) | 0.2 | $8.8M | 512k | 17.25 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $8.8M | 63k | 139.50 | |
| Morningstar (MORN) | 0.2 | $8.7M | 26k | 336.76 | |
| Home Depot (HD) | 0.2 | $8.7M | 22k | 388.99 | |
| Bruker Corporation (BRKR) | 0.2 | $8.5M | 145k | 58.62 | |
| Trade Desk (TTD) | 0.2 | $8.5M | 72k | 117.53 | |
| ICICI Bank (IBN) | 0.2 | $8.4M | 283k | 29.86 | |
| Steven Madden (SHOO) | 0.2 | $8.4M | 198k | 42.52 | |
| Okta Inc cl a (OKTA) | 0.2 | $8.3M | 106k | 78.80 | |
| Draftkings (DKNG) | 0.2 | $8.3M | 223k | 37.20 | |
| Paychex (PAYX) | 0.2 | $8.3M | 59k | 140.22 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $8.2M | 61k | 134.34 | |
| Amphenol Corporation (APH) | 0.2 | $8.1M | 117k | 69.45 | |
| Synopsys (SNPS) | 0.2 | $8.0M | 17k | 485.36 | |
| FTI Consulting (FCN) | 0.2 | $8.0M | 42k | 191.13 | |
| Keysight Technologies (KEYS) | 0.2 | $8.0M | 50k | 160.63 | |
| Snowflake Inc Cl A (SNOW) | 0.2 | $7.7M | 50k | 154.41 | |
| Tractor Supply Company (TSCO) | 0.2 | $7.7M | 146k | 53.06 | |
| salesforce (CRM) | 0.1 | $7.6M | 23k | 334.33 | |
| Match Group (MTCH) | 0.1 | $7.6M | 231k | 32.71 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $7.5M | 38k | 197.37 | |
| TPG (TPG) | 0.1 | $7.4M | 118k | 62.84 | |
| Boeing A 6 10/15/27 PFD CV (BA.PA) | 0.1 | $7.4M | 120k | 61.52 | |
| Insulet Corporation (PODD) | 0.1 | $7.3M | 28k | 261.07 | |
| Siteone Landscape Supply (SITE) | 0.1 | $7.3M | 56k | 131.77 | |
| Tenable Hldgs (TENB) | 0.1 | $7.3M | 185k | 39.38 | |
| Netflix (NFLX) | 0.1 | $7.3M | 8.1k | 891.32 | |
| Healthequity (HQY) | 0.1 | $7.2M | 75k | 95.95 | |
| HEICO Corporation (HEI.A) | 0.1 | $7.2M | 39k | 186.08 | |
| Suncor Energy (SU) | 0.1 | $7.1M | 200k | 35.68 | |
| Sitime Corp (SITM) | 0.1 | $7.1M | 33k | 214.53 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $7.1M | 79k | 89.46 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $7.1M | 47k | 151.82 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $7.0M | 64k | 109.73 | |
| West Pharmaceutical Services (WST) | 0.1 | $7.0M | 21k | 327.56 | |
| Lovesac Company (LOVE) | 0.1 | $6.8M | 289k | 23.66 | |
| Matador Resources (MTDR) | 0.1 | $6.8M | 121k | 56.26 | |
| Intapp (INTA) | 0.1 | $6.8M | 105k | 64.09 | |
| Portillos (PTLO) | 0.1 | $6.7M | 711k | 9.40 | |
| BHP Billiton (BHP) | 0.1 | $6.7M | 137k | 48.83 | |
| Viper Energy | 0.1 | $6.6M | 135k | 49.07 | |
| Union Pacific Corporation (UNP) | 0.1 | $6.6M | 29k | 228.04 | |
| Spotify Technology Sa (SPOT) | 0.1 | $6.5M | 15k | 447.38 | |
| Lions Gate Entmnt Corp cl b non vtg | 0.1 | $6.5M | 862k | 7.55 | |
| Baker Hughes A Ge Company (BKR) | 0.1 | $6.5M | 158k | 41.02 | |
| Corning Incorporated (GLW) | 0.1 | $6.4M | 135k | 47.52 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $6.4M | 88k | 72.37 | |
| Norfolk Southern (NSC) | 0.1 | $6.2M | 27k | 234.70 | |
| Wingstop (WING) | 0.1 | $6.1M | 22k | 284.20 | |
| International Flavors & Fragrances (IFF) | 0.1 | $6.1M | 72k | 84.55 | |
| Transcat (TRNS) | 0.1 | $6.0M | 57k | 105.74 | |
| Delek Logistics Partners (DKL) | 0.1 | $5.9M | 140k | 42.26 | |
| Janus International Group In (JBI) | 0.1 | $5.9M | 803k | 7.35 | |
| Phillips 66 (PSX) | 0.1 | $5.9M | 52k | 113.93 | |
| Ciena Corporation (CIEN) | 0.1 | $5.8M | 69k | 84.81 | |
| Bunge (BG) | 0.1 | $5.5M | 71k | 77.76 | |
| Air Products & Chemicals (APD) | 0.1 | $5.5M | 19k | 290.04 | |
| HDFC Bank (HDB) | 0.1 | $5.4M | 85k | 63.86 | |
| Pagerduty (PD) | 0.1 | $5.4M | 297k | 18.26 | |
| FactSet Research Systems (FDS) | 0.1 | $5.4M | 11k | 480.28 | |
| Expedia (EXPE) | 0.1 | $5.2M | 28k | 186.33 | |
| Elf Beauty (ELF) | 0.1 | $5.1M | 41k | 125.55 | |
| Novanta (NOVT) | 0.1 | $5.1M | 33k | 152.77 | |
| Monolithic Power Systems (MPWR) | 0.1 | $5.0M | 8.5k | 591.70 | |
| Intel Corporation (INTC) | 0.1 | $5.0M | 250k | 20.05 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $5.0M | 60k | 82.63 | |
| Patterson-UTI Energy (PTEN) | 0.1 | $4.9M | 593k | 8.26 | |
| Abbvie (ABBV) | 0.1 | $4.8M | 27k | 177.70 | |
| Servicenow (NOW) | 0.1 | $4.8M | 4.5k | 1060.12 | |
| Myr (MYRG) | 0.1 | $4.7M | 32k | 148.77 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $4.7M | 62k | 75.78 | |
| Royal Caribbean Cruises Conv (Principal) | 0.1 | $4.6M | 1.0M | 4.63 | |
| Northern Trust Corporation (NTRS) | 0.1 | $4.6M | 45k | 102.50 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $4.6M | 15k | 308.57 | |
| Teradyne (TER) | 0.1 | $4.5M | 36k | 125.92 | |
| Axcelis Technologies (ACLS) | 0.1 | $4.5M | 64k | 69.87 | |
| Honeywell International (HON) | 0.1 | $4.3M | 19k | 225.89 | |
| Dex (DXCM) | 0.1 | $4.3M | 56k | 77.77 | |
| Privia Health Group (PRVA) | 0.1 | $4.3M | 218k | 19.55 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $4.3M | 31k | 136.50 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.2M | 9.5k | 444.68 | |
| ESCO Technologies (ESE) | 0.1 | $4.1M | 31k | 133.21 | |
| Ryanair Holdings (RYAAY) | 0.1 | $4.1M | 94k | 43.59 | |
| Open Lending Corp (LPRO) | 0.1 | $4.1M | 679k | 5.97 | |
| Citigroup (C) | 0.1 | $4.0M | 57k | 70.39 | |
| Amgen (AMGN) | 0.1 | $4.0M | 15k | 260.64 | |
| STAAR Surgical Company (STAA) | 0.1 | $4.0M | 163k | 24.29 | |
| Treace Med Concepts (TMCI) | 0.1 | $3.9M | 527k | 7.44 | |
| Bank of America Corporation (BAC) | 0.1 | $3.9M | 89k | 43.95 | |
| Analog Devices (ADI) | 0.1 | $3.9M | 18k | 212.46 | |
| Compass Diversified Holdings (CODI) | 0.1 | $3.9M | 168k | 23.08 | |
| Constellation Energy (CEG) | 0.1 | $3.9M | 17k | 223.71 | |
| Smith & Nephew (SNN) | 0.1 | $3.8M | 154k | 24.58 | |
| Mondelez Int (MDLZ) | 0.1 | $3.8M | 63k | 59.73 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.7M | 7.0k | 520.23 | |
| Stride Conv (Principal) | 0.1 | $3.6M | 1.8M | 2.01 | |
| WESCO International (WCC) | 0.1 | $3.6M | 20k | 180.96 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $3.6M | 7.9k | 453.28 | |
| PG&E CORP 6, DUE 12/1/27 -cv PFD CV (PCG.PX) | 0.1 | $3.5M | 70k | 49.84 | |
| Welltower Inc Com reit (WELL) | 0.1 | $3.3M | 26k | 126.03 | |
| AeroVironment (AVAV) | 0.1 | $3.3M | 22k | 153.89 | |
| Mettler-Toledo International (MTD) | 0.1 | $3.3M | 2.7k | 1223.68 | |
| Roche Holding (RHHBY) | 0.1 | $3.2M | 91k | 35.24 | |
| Energy Transfer Equity (ET) | 0.1 | $3.2M | 163k | 19.59 | |
| Omniab (OABI) | 0.1 | $3.2M | 899k | 3.54 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $3.1M | 51k | 60.30 | |
| Landmark Ban (LARK) | 0.1 | $3.1M | 128k | 24.01 | |
| Liberty Media Corp Del (FWONA) | 0.1 | $3.1M | 37k | 84.04 | |
| Intuitive Surgical (ISRG) | 0.1 | $3.0M | 5.8k | 521.96 | |
| Palo Alto Networks (PANW) | 0.1 | $3.0M | 17k | 181.96 | |
| Ge Vernova (GEV) | 0.1 | $3.0M | 9.1k | 328.93 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $3.0M | 2.3k | 1267.28 | |
| Pitney Bowes (PBI) | 0.1 | $2.9M | 396k | 7.24 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $2.8M | 5.3k | 538.81 | |
| Maravai Lifesciences Holdings (MRVI) | 0.1 | $2.8M | 512k | 5.45 | |
| Illumina (ILMN) | 0.1 | $2.8M | 21k | 133.63 | |
| Element Solutions (ESI) | 0.1 | $2.8M | 109k | 25.43 | |
| ON Semiconductor (ON) | 0.1 | $2.7M | 43k | 63.05 | |
| Primo Brand Corp-a (PRMB) | 0.1 | $2.7M | 89k | 30.77 | |
| U.S. Bancorp (USB) | 0.1 | $2.7M | 57k | 47.83 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $2.7M | 4.2k | 636.03 | |
| Fastenal Company (FAST) | 0.1 | $2.6M | 37k | 71.91 | |
| Baxter International (BAX) | 0.1 | $2.6M | 89k | 29.16 | |
| Stryker Corporation (SYK) | 0.1 | $2.6M | 7.2k | 360.05 | |
| Starbucks Corporation (SBUX) | 0.0 | $2.5M | 28k | 91.25 | |
| Rb Global (RBA) | 0.0 | $2.5M | 28k | 90.21 | |
| Hca Holdings (HCA) | 0.0 | $2.5M | 8.2k | 300.15 | |
| Keurig Dr Pepper (KDP) | 0.0 | $2.4M | 76k | 32.12 | |
| Intuit (INTU) | 0.0 | $2.4M | 3.9k | 628.50 | |
| Edison International (EIX) | 0.0 | $2.4M | 31k | 79.84 | |
| Ptc (PTC) | 0.0 | $2.4M | 13k | 183.87 | |
| Ford Motor Company (F) | 0.0 | $2.4M | 243k | 9.90 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.0 | $2.4M | 35k | 68.06 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.4M | 127k | 18.80 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $2.4M | 63k | 37.16 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.3M | 4.0k | 586.08 | |
| AECOM Technology Corporation (ACM) | 0.0 | $2.3M | 22k | 106.82 | |
| Encompass Health Corp (EHC) | 0.0 | $2.3M | 25k | 92.35 | |
| Burford Cap (BUR) | 0.0 | $2.3M | 181k | 12.75 | |
| Hasbro (HAS) | 0.0 | $2.3M | 41k | 55.91 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.0 | $2.2M | 260k | 8.54 | |
| Nintendo (NTDOY) | 0.0 | $2.2M | 150k | 14.74 | |
| Danaher Corporation (DHR) | 0.0 | $2.2M | 9.6k | 229.55 | |
| Playa Hotels & Resorts Nv (PLYA) | 0.0 | $2.2M | 174k | 12.65 | |
| Crescent Energy Company (CRGY) | 0.0 | $2.2M | 150k | 14.61 | |
| Walt Disney Company (DIS) | 0.0 | $2.2M | 20k | 111.35 | |
| Cintas Corporation (CTAS) | 0.0 | $2.1M | 12k | 182.70 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.1M | 4.4k | 485.94 | |
| A. O. Smith Corporation (AOS) | 0.0 | $2.1M | 31k | 68.21 | |
| HealthStream (HSTM) | 0.0 | $2.1M | 67k | 31.80 | |
| Mirum Pharmaceuticals Conv (Principal) | 0.0 | $2.1M | 1.4M | 1.52 | |
| Cooper Cos (COO) | 0.0 | $2.1M | 23k | 91.93 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $2.1M | 12k | 175.23 | |
| 3M Company (MMM) | 0.0 | $2.0M | 16k | 129.09 | |
| Dupont De Nemours (DD) | 0.0 | $2.0M | 27k | 76.25 | |
| Vail Resorts (MTN) | 0.0 | $2.0M | 11k | 187.45 | |
| W.W. Grainger (GWW) | 0.0 | $2.0M | 1.9k | 1054.05 | |
| Federal Signal Corporation (FSS) | 0.0 | $1.9M | 21k | 92.39 | |
| Eaton (ETN) | 0.0 | $1.9M | 5.8k | 331.87 | |
| B&G Foods (BGS) | 0.0 | $1.9M | 280k | 6.89 | |
| Tyson Foods (TSN) | 0.0 | $1.9M | 34k | 57.44 | |
| Estee Lauder Companies (EL) | 0.0 | $1.9M | 25k | 74.98 | |
| iShares S&P 500 Index (IVV) | 0.0 | $1.9M | 3.2k | 588.68 | |
| Kenvue (KVUE) | 0.0 | $1.9M | 87k | 21.35 | |
| Moody's Corporation (MCO) | 0.0 | $1.8M | 3.9k | 473.37 | |
| Tesla Motors (TSLA) | 0.0 | $1.8M | 4.4k | 403.84 | |
| Campbell Soup Company (CPB) | 0.0 | $1.8M | 42k | 41.88 | |
| Patrick Industries Conv (Principal) | 0.0 | $1.7M | 1.3M | 1.36 | |
| PG&E Corporation (PCG) | 0.0 | $1.7M | 83k | 20.18 | |
| Cadre Hldgs (CDRE) | 0.0 | $1.6M | 50k | 32.30 | |
| Sunopta (STKL) | 0.0 | $1.6M | 208k | 7.70 | |
| Rockwell Automation (ROK) | 0.0 | $1.6M | 5.6k | 285.79 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.6M | 50k | 31.36 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.6M | 160k | 9.74 | |
| Public Storage (PSA) | 0.0 | $1.6M | 5.2k | 299.44 | |
| Bowman Consulting Group (BWMN) | 0.0 | $1.5M | 60k | 24.95 | |
| TJX Companies (TJX) | 0.0 | $1.5M | 12k | 120.81 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $1.5M | 75k | 19.90 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.5M | 8.0k | 184.08 | |
| Array Technologies Conv (Principal) | 0.0 | $1.5M | 2.0M | 0.73 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $1.4M | 7.8k | 185.13 | |
| American Electric Power Company (AEP) | 0.0 | $1.4M | 16k | 92.23 | |
| Willdan (WLDN) | 0.0 | $1.4M | 38k | 38.09 | |
| McKesson Corporation (MCK) | 0.0 | $1.4M | 2.5k | 569.91 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.4M | 1.2k | 1185.80 | |
| Dover Corporation (DOV) | 0.0 | $1.3M | 7.1k | 187.60 | |
| Equinix (EQIX) | 0.0 | $1.3M | 1.4k | 942.89 | |
| Apogee Enterprises (APOG) | 0.0 | $1.3M | 19k | 71.41 | |
| L3harris Technologies (LHX) | 0.0 | $1.3M | 6.3k | 210.28 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $1.3M | 15k | 87.33 | |
| Chemours (CC) | 0.0 | $1.3M | 76k | 16.90 | |
| General Electric (GE) | 0.0 | $1.3M | 7.6k | 166.79 | |
| Anthem (ELV) | 0.0 | $1.3M | 3.4k | 368.90 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $1.2M | 52k | 24.18 | |
| Lamb Weston Hldgs (LW) | 0.0 | $1.2M | 19k | 66.83 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.2M | 10k | 121.74 | |
| Blackrock (BLK) | 0.0 | $1.2M | 1.2k | 1025.11 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $1.2M | 44k | 27.16 | |
| Arista Networks (ANET) | 0.0 | $1.2M | 11k | 110.53 | |
| Trane Technologies (TT) | 0.0 | $1.2M | 3.1k | 369.35 | |
| Marvell Technology (MRVL) | 0.0 | $1.1M | 10k | 110.45 | |
| Accel Entmt (ACEL) | 0.0 | $1.1M | 105k | 10.68 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $1.1M | 12k | 92.45 | |
| I3 Verticals (IIIV) | 0.0 | $1.1M | 48k | 23.04 | |
| Commercial Metals Company (CMC) | 0.0 | $1.1M | 22k | 49.60 | |
| Sempra Energy (SRE) | 0.0 | $1.1M | 12k | 87.72 | |
| MGM Resorts International. (MGM) | 0.0 | $1.1M | 31k | 34.65 | |
| Patrick Industries (PATK) | 0.0 | $1.0M | 13k | 83.08 | |
| Cpi Card Group (PMTS) | 0.0 | $1.0M | 35k | 29.89 | |
| Cleveland-cliffs (CLF) | 0.0 | $1.0M | 111k | 9.40 | |
| Grid Dynamics Hldgs (GDYN) | 0.0 | $1.0M | 46k | 22.24 | |
| Community Healthcare Tr (CHCT) | 0.0 | $1.0M | 54k | 19.21 | |
| Biolife Solutions (BLFS) | 0.0 | $1.0M | 39k | 25.96 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $983k | 2.1k | 469.29 | |
| NET Lease Office Properties (NLOP) | 0.0 | $981k | 31k | 31.21 | |
| Valero Energy Corporation (VLO) | 0.0 | $969k | 7.9k | 122.59 | |
| Boston Scientific Corporation (BSX) | 0.0 | $946k | 11k | 89.32 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $945k | 1.5k | 630.12 | |
| Wabtec Corporation (WAB) | 0.0 | $924k | 4.9k | 189.59 | |
| Walker & Dunlop (WD) | 0.0 | $914k | 9.4k | 97.21 | |
| Teradata Corporation (TDC) | 0.0 | $903k | 29k | 31.15 | |
| Nike (NKE) | 0.0 | $860k | 11k | 75.67 | |
| Docusign (DOCU) | 0.0 | $836k | 9.3k | 89.94 | |
| Compass Minerals International (CMP) | 0.0 | $836k | 74k | 11.25 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $835k | 14k | 58.52 | |
| iShares Gold Trust (IAU) | 0.0 | $831k | 17k | 49.51 | |
| Lumentum Holdings Conv (Principal) | 0.0 | $824k | 750k | 1.10 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $800k | 5.9k | 135.97 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $791k | 30k | 26.38 | |
| Total (TTE) | 0.0 | $731k | 13k | 54.50 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $716k | 17k | 42.61 | |
| Ingersoll Rand (IR) | 0.0 | $708k | 7.8k | 90.46 | |
| Ptc Therapeutics Conv (Principal) | 0.0 | $669k | 600k | 1.12 | |
| Woodside Petroleum (WDS) | 0.0 | $661k | 42k | 15.60 | |
| Exact Sciences Conv (Principal) | 0.0 | $661k | 750k | 0.88 | |
| Orthopediatrics Corp. (KIDS) | 0.0 | $660k | 29k | 23.18 | |
| Vericel (VCEL) | 0.0 | $659k | 12k | 54.91 | |
| Omnicell (OMCL) | 0.0 | $654k | 15k | 44.52 | |
| Philip Morris International (PM) | 0.0 | $654k | 5.4k | 120.35 | |
| FMC Corporation (FMC) | 0.0 | $653k | 13k | 48.61 | |
| Simulations Plus (SLP) | 0.0 | $642k | 23k | 27.89 | |
| American Tower Reit (AMT) | 0.0 | $624k | 3.4k | 183.41 | |
| Core Labs Nv (CLB) | 0.0 | $615k | 36k | 17.31 | |
| Live Nation Conv (Principal) | 0.0 | $614k | 500k | 1.23 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $600k | 842.00 | 712.33 | |
| On Hldg (ONON) | 0.0 | $597k | 11k | 54.77 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $596k | 3.2k | 187.51 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $592k | 4.5k | 131.61 | |
| Viatris (VTRS) | 0.0 | $576k | 46k | 12.45 | |
| Advanced Micro Devices (AMD) | 0.0 | $569k | 4.7k | 120.79 | |
| Adma Biologics (ADMA) | 0.0 | $566k | 33k | 17.15 | |
| Illinois Tool Works (ITW) | 0.0 | $558k | 2.2k | 253.56 | |
| Boeing Company (BA) | 0.0 | $551k | 3.1k | 177.00 | |
| Shutterstock (SSTK) | 0.0 | $543k | 18k | 30.35 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $524k | 8.0k | 65.73 | |
| Bigcommerce Hldgs (CMRC) | 0.0 | $523k | 86k | 6.12 | |
| Timken Company (TKR) | 0.0 | $492k | 6.9k | 71.37 | |
| Reddit (RDDT) | 0.0 | $490k | 3.0k | 163.44 | |
| Boston Beer Company (SAM) | 0.0 | $490k | 1.6k | 299.98 | |
| Dick's Sporting Goods (DKS) | 0.0 | $486k | 2.1k | 228.84 | |
| Biomarin Pharmaceutical Conv (Principal) | 0.0 | $464k | 500k | 0.93 | |
| Caterpillar (CAT) | 0.0 | $463k | 1.3k | 362.76 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $462k | 6.1k | 76.24 | |
| Trex Company (TREX) | 0.0 | $450k | 6.5k | 69.03 | |
| Nlight (LASR) | 0.0 | $449k | 43k | 10.49 | |
| Firstservice Corp (FSV) | 0.0 | $429k | 2.4k | 181.02 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $425k | 2.0k | 212.41 | |
| Metropcs Communications (TMUS) | 0.0 | $417k | 1.9k | 220.73 | |
| Evergy (EVRG) | 0.0 | $405k | 6.6k | 61.55 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $402k | 9.6k | 41.73 | |
| Church & Dwight (CHD) | 0.0 | $367k | 3.5k | 104.71 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $365k | 4.6k | 78.65 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $360k | 4.0k | 89.04 | |
| Apellis Pharmaceuticals Conv (Principal) | 0.0 | $346k | 300k | 1.15 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $341k | 2.1k | 162.93 | |
| Deere & Company (DE) | 0.0 | $333k | 786.00 | 423.70 | |
| UMB Financial Corporation (UMBF) | 0.0 | $316k | 2.8k | 112.86 | |
| J.M. Smucker Company (SJM) | 0.0 | $302k | 2.7k | 110.12 | |
| Altria (MO) | 0.0 | $296k | 5.7k | 52.29 | |
| Civitas Resources (CIVI) | 0.0 | $294k | 6.4k | 45.87 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $285k | 1.2k | 232.81 | |
| Ares Capital Corporation (ARCC) | 0.0 | $284k | 13k | 21.89 | |
| Lowe's Companies (LOW) | 0.0 | $278k | 1.1k | 246.80 | |
| Solventum Corp (SOLV) | 0.0 | $268k | 4.1k | 66.06 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $268k | 665.00 | 402.70 | |
| Automatic Data Processing (ADP) | 0.0 | $261k | 890.00 | 292.73 | |
| Las Vegas Sands (LVS) | 0.0 | $257k | 5.0k | 51.36 | |
| Chubb (CB) | 0.0 | $253k | 914.00 | 276.30 | |
| Carrier Global Corporation (CARR) | 0.0 | $252k | 3.7k | 68.26 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $252k | 1.6k | 161.77 | |
| Sherwin-Williams Company (SHW) | 0.0 | $245k | 720.00 | 339.93 | |
| AFLAC Incorporated (AFL) | 0.0 | $228k | 2.2k | 103.44 | |
| Hershey Company (HSY) | 0.0 | $226k | 1.3k | 169.35 | |
| Fiserv (FI) | 0.0 | $222k | 1.1k | 205.42 | |
| Oracle Corporation (ORCL) | 0.0 | $214k | 1.3k | 166.64 | |
| Inmode Ltd. Inmd (INMD) | 0.0 | $168k | 10k | 16.70 | |
| Selectquote Ord (SLQT) | 0.0 | $87k | 24k | 3.72 | |
| Amarin Corporation | 0.0 | $41k | 85k | 0.48 |