Kornitzer Capital Management as of June 30, 2025
Portfolio Holdings for Kornitzer Capital Management
Kornitzer Capital Management holds 494 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) | 5.6 | $279M | 561k | 497.41 | |
| Costco Wholesale Corporation (COST) | 2.0 | $98M | 99k | 989.94 | |
| Eli Lilly & Co. (LLY) | 1.9 | $94M | 121k | 779.53 | |
| Apple (AAPL) | 1.8 | $89M | 433k | 205.17 | |
| Arthur J. Gallagher & Co. (AJG) | 1.7 | $83M | 259k | 320.12 | |
| Hess (HES) | 1.6 | $78M | 564k | 138.54 | |
| Kinder Morgan (KMI) | 1.5 | $77M | 2.6M | 29.40 | |
| International Business Machines (IBM) | 1.5 | $77M | 260k | 294.78 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $75M | 694k | 107.80 | |
| Waste Management (WM) | 1.5 | $73M | 317k | 228.82 | |
| Facebook Inc cl a (META) | 1.3 | $66M | 90k | 738.09 | |
| Chevron Corporation (CVX) | 1.3 | $65M | 450k | 143.19 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $62M | 352k | 176.23 | |
| Cisco Systems (CSCO) | 1.2 | $62M | 891k | 69.38 | |
| Amazon (AMZN) | 1.2 | $59M | 268k | 219.39 | |
| Procter & Gamble Company (PG) | 1.2 | $58M | 365k | 159.32 | |
| Qualcomm (QCOM) | 1.1 | $55M | 348k | 159.26 | |
| Pepsi (PEP) | 1.1 | $54M | 411k | 132.04 | |
| Johnson & Johnson (JNJ) | 1.1 | $53M | 350k | 152.75 | |
| Abbott Laboratories (ABT) | 1.1 | $53M | 386k | 136.01 | |
| Wal-Mart Stores (WMT) | 1.0 | $52M | 526k | 97.78 | |
| Schlumberger (SLB) | 1.0 | $48M | 1.4M | 33.80 | |
| ConocoPhillips (COP) | 1.0 | $48M | 530k | 89.74 | |
| NVIDIA Corporation (NVDA) | 0.9 | $47M | 296k | 157.99 | |
| Allstate Corporation (ALL) | 0.9 | $46M | 230k | 201.31 | |
| Coca-Cola Company (KO) | 0.9 | $46M | 646k | 70.75 | |
| Merck & Co (MRK) | 0.9 | $43M | 538k | 79.16 | |
| Verizon Communications (VZ) | 0.8 | $40M | 929k | 43.27 | |
| Gilead Sciences (GILD) | 0.8 | $39M | 350k | 110.87 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $37M | 289k | 128.92 | |
| Vistra Energy (VST) | 0.7 | $35M | 181k | 193.81 | |
| General Dynamics Corporation (GD) | 0.7 | $33M | 112k | 291.66 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.6 | $32M | 324k | 99.11 | |
| Truist Financial Corp equities (TFC) | 0.6 | $32M | 746k | 42.99 | |
| Apa Corporation (APA) | 0.6 | $32M | 1.7M | 18.29 | |
| MercadoLibre (MELI) | 0.6 | $32M | 12k | 2613.63 | |
| Pfizer (PFE) | 0.6 | $30M | 1.2M | 24.24 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $30M | 104k | 289.91 | |
| Msci (MSCI) | 0.6 | $30M | 52k | 576.74 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.6 | $28M | 400k | 70.41 | |
| At&t (T) | 0.5 | $27M | 937k | 28.94 | |
| Booking Holdings (BKNG) | 0.5 | $27M | 4.7k | 5789.24 | |
| Veeva Sys Inc cl a (VEEV) | 0.5 | $27M | 93k | 287.98 | |
| Martin Marietta Materials (MLM) | 0.5 | $27M | 49k | 548.96 | |
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $26M | 113k | 226.49 | |
| Cincinnati Financial Corporation (CINF) | 0.5 | $25M | 169k | 148.92 | |
| Visa (V) | 0.5 | $25M | 70k | 355.05 | |
| Clorox Company (CLX) | 0.5 | $25M | 208k | 120.07 | |
| Abb (ABBNY) | 0.5 | $24M | 402k | 59.43 | |
| Sap (SAP) | 0.5 | $23M | 75k | 304.10 | |
| Verisk Analytics (VRSK) | 0.5 | $23M | 73k | 311.50 | |
| Unilever (UL) | 0.5 | $23M | 369k | 61.17 | |
| Elf Beauty (ELF) | 0.4 | $22M | 179k | 124.44 | |
| CoStar (CSGP) | 0.4 | $22M | 270k | 80.40 | |
| Transunion (TRU) | 0.4 | $21M | 242k | 88.00 | |
| Paypal Holdings (PYPL) | 0.4 | $21M | 281k | 74.32 | |
| Hf Sinclair Corp (DINO) | 0.4 | $21M | 501k | 41.08 | |
| AstraZeneca (AZN) | 0.4 | $20M | 291k | 69.88 | |
| General Mills (GIS) | 0.4 | $20M | 386k | 51.81 | |
| Linde (LIN) | 0.4 | $19M | 41k | 469.18 | |
| Emerson Electric (EMR) | 0.4 | $19M | 143k | 133.33 | |
| Gartner (IT) | 0.4 | $19M | 47k | 404.22 | |
| Kinsale Cap Group (KNSL) | 0.4 | $18M | 38k | 483.90 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $18M | 126k | 146.02 | |
| Republic Services (RSG) | 0.4 | $18M | 74k | 246.61 | |
| Alcon (ALC) | 0.4 | $18M | 203k | 88.28 | |
| Citizens Financial (CFG) | 0.4 | $18M | 397k | 44.75 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.4 | $18M | 138k | 128.41 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.4 | $18M | 350k | 50.46 | |
| Rio Tinto (RIO) | 0.3 | $17M | 298k | 58.33 | |
| ConAgra Foods (CAG) | 0.3 | $17M | 831k | 20.47 | |
| Ametek (AME) | 0.3 | $17M | 94k | 180.96 | |
| Newmont Mining Corporation (NEM) | 0.3 | $17M | 287k | 58.26 | |
| Asml Holding (ASML) | 0.3 | $17M | 21k | 801.39 | |
| Kellogg Company (K) | 0.3 | $16M | 206k | 79.53 | |
| Universal Display Corporation (OLED) | 0.3 | $16M | 106k | 154.46 | |
| Aon (AON) | 0.3 | $16M | 45k | 356.76 | |
| Digital Realty Trust (DLR) | 0.3 | $16M | 90k | 174.33 | |
| Varonis Sys (VRNS) | 0.3 | $16M | 307k | 50.75 | |
| Copart (CPRT) | 0.3 | $16M | 316k | 49.07 | |
| Advanced Drain Sys Inc Del (WMS) | 0.3 | $16M | 135k | 114.86 | |
| Crh (CRH) | 0.3 | $15M | 167k | 91.80 | |
| Procore Technologies (PCOR) | 0.3 | $15M | 223k | 68.42 | |
| Natera (NTRA) | 0.3 | $15M | 88k | 168.94 | |
| BP (BP) | 0.3 | $15M | 485k | 29.93 | |
| DV (DV) | 0.3 | $14M | 962k | 14.97 | |
| Bristol Myers Squibb (BMY) | 0.3 | $14M | 308k | 46.29 | |
| Option Care Health (OPCH) | 0.3 | $14M | 425k | 32.48 | |
| Uber Technologies (UBER) | 0.3 | $14M | 146k | 93.30 | |
| Palomar Hldgs (PLMR) | 0.3 | $14M | 88k | 154.25 | |
| AmerisourceBergen (COR) | 0.3 | $13M | 45k | 299.85 | |
| GSK (GSK) | 0.3 | $13M | 344k | 38.40 | |
| SYSCO Corporation (SYY) | 0.3 | $13M | 174k | 75.74 | |
| Sterling Construction Company (STRL) | 0.3 | $13M | 57k | 230.73 | |
| Cme (CME) | 0.3 | $13M | 47k | 275.62 | |
| MasterCard Incorporated (MA) | 0.3 | $13M | 23k | 561.94 | |
| Live Nation Entertainment (LYV) | 0.3 | $13M | 86k | 151.28 | |
| Icon (ICLR) | 0.3 | $13M | 89k | 145.45 | |
| Nv5 Holding (NVEE) | 0.3 | $13M | 560k | 23.09 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $13M | 240k | 52.78 | |
| Birkenstock Holding (BIRK) | 0.3 | $13M | 257k | 49.18 | |
| Guidewire Software (GWRE) | 0.2 | $12M | 52k | 235.45 | |
| John Bean Technologies Corporation (JBTM) | 0.2 | $12M | 101k | 120.26 | |
| Ferguson (FERG) | 0.2 | $12M | 54k | 217.75 | |
| AeroVironment (AVAV) | 0.2 | $12M | 41k | 284.95 | |
| Snowflake Inc Cl A (SNOW) | 0.2 | $12M | 52k | 223.77 | |
| IDEXX Laboratories (IDXX) | 0.2 | $12M | 22k | 536.34 | |
| Broadcom (AVGO) | 0.2 | $12M | 42k | 275.65 | |
| Equifax (EFX) | 0.2 | $11M | 44k | 259.37 | |
| Monday (MNDY) | 0.2 | $11M | 36k | 314.48 | |
| S&p Global (SPGI) | 0.2 | $11M | 22k | 527.29 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $11M | 64k | 177.39 | |
| Progyny (PGNY) | 0.2 | $11M | 512k | 22.00 | |
| WisdomTree Investments (WT) | 0.2 | $11M | 971k | 11.51 | |
| Eastman Chemical Company (EMN) | 0.2 | $11M | 148k | 74.66 | |
| Tyler Technologies (TYL) | 0.2 | $11M | 19k | 592.84 | |
| McDonald's Corporation (MCD) | 0.2 | $11M | 37k | 292.17 | |
| Medtronic (MDT) | 0.2 | $11M | 125k | 87.17 | |
| Chart Industries (GTLS) | 0.2 | $11M | 66k | 164.65 | |
| VAALCO Energy (EGY) | 0.2 | $11M | 3.0M | 3.61 | |
| Novo Nordisk A/S (NVO) | 0.2 | $11M | 156k | 69.02 | |
| Cyberark Software (CYBR) | 0.2 | $11M | 26k | 406.88 | |
| Establishment Labs Holdings Ord (ESTA) | 0.2 | $11M | 246k | 42.71 | |
| Netflix (NFLX) | 0.2 | $11M | 7.8k | 1339.13 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $10M | 63k | 166.11 | |
| Ligand Pharmaceuticals In (LGND) | 0.2 | $10M | 91k | 113.68 | |
| Comcast Corporation (CMCSA) | 0.2 | $10M | 284k | 35.69 | |
| Hamilton Lane Inc Common (HLNE) | 0.2 | $10M | 71k | 142.12 | |
| MarketAxess Holdings (MKTX) | 0.2 | $10M | 45k | 223.34 | |
| Dow (DOW) | 0.2 | $10M | 382k | 26.48 | |
| Colgate-Palmolive Company (CL) | 0.2 | $10M | 111k | 90.90 | |
| Autodesk (ADSK) | 0.2 | $10M | 32k | 309.57 | |
| Intercontinental Exchange (ICE) | 0.2 | $10M | 55k | 183.47 | |
| HEICO Corporation (HEI.A) | 0.2 | $10M | 39k | 258.75 | |
| Relx (RELX) | 0.2 | $9.8M | 180k | 54.34 | |
| Cbre Group Inc Cl A (CBRE) | 0.2 | $9.8M | 70k | 140.12 | |
| Amphenol Corporation (APH) | 0.2 | $9.7M | 98k | 98.75 | |
| Bio-techne Corporation (TECH) | 0.2 | $9.7M | 188k | 51.45 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $9.5M | 264k | 35.86 | |
| ICF International (ICFI) | 0.2 | $9.4M | 111k | 84.71 | |
| Clearw.a.hld. (CWAN) | 0.2 | $9.4M | 428k | 21.93 | |
| Edwards Lifesciences (EW) | 0.2 | $9.3M | 120k | 78.21 | |
| Vertex (VERX) | 0.2 | $9.3M | 262k | 35.34 | |
| Silicon Laboratories (SLAB) | 0.2 | $9.2M | 62k | 147.36 | |
| Skyline Corporation (SKY) | 0.2 | $9.2M | 147k | 62.61 | |
| Ge Vernova (GEV) | 0.2 | $8.9M | 17k | 529.15 | |
| Kraft Heinz (KHC) | 0.2 | $8.9M | 345k | 25.82 | |
| Iqvia Holdings (IQV) | 0.2 | $8.9M | 56k | 157.59 | |
| Dex (DXCM) | 0.2 | $8.7M | 99k | 87.29 | |
| Fair Isaac Corporation (FICO) | 0.2 | $8.4M | 4.6k | 1827.96 | |
| Paychex (PAYX) | 0.2 | $8.4M | 58k | 145.46 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $8.4M | 55k | 152.00 | |
| Hubspot (HUBS) | 0.2 | $8.3M | 15k | 556.63 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $8.2M | 170k | 48.31 | |
| BHP Billiton (BHP) | 0.2 | $8.0M | 167k | 48.09 | |
| Insulet Corporation (PODD) | 0.2 | $7.9M | 25k | 314.18 | |
| Healthequity (HQY) | 0.2 | $7.9M | 75k | 104.76 | |
| Cactus Inc - A (WHD) | 0.2 | $7.9M | 180k | 43.72 | |
| Home Depot (HD) | 0.2 | $7.8M | 21k | 366.64 | |
| Marriott International (MAR) | 0.2 | $7.8M | 29k | 273.21 | |
| Morningstar (MORN) | 0.2 | $7.8M | 25k | 313.93 | |
| Canadian Natl Ry (CNI) | 0.2 | $7.7M | 74k | 104.04 | |
| Wingstop (WING) | 0.2 | $7.7M | 23k | 336.74 | |
| Brp Group (BWIN) | 0.2 | $7.7M | 180k | 42.81 | |
| KBR (KBR) | 0.2 | $7.6M | 160k | 47.94 | |
| Novanta (NOVT) | 0.2 | $7.6M | 59k | 128.93 | |
| Corpay (CPAY) | 0.2 | $7.6M | 23k | 331.82 | |
| Synopsys (SNPS) | 0.2 | $7.6M | 15k | 512.68 | |
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $7.6M | 23k | 326.09 | |
| Boeing A 6 10/15/27 PFD CV (BA.PA) | 0.2 | $7.5M | 110k | 68.24 | |
| Manhattan Associates (MANH) | 0.2 | $7.5M | 38k | 197.47 | |
| Genuine Parts Company (GPC) | 0.2 | $7.5M | 62k | 121.31 | |
| Union Pacific Corporation (UNP) | 0.1 | $7.4M | 32k | 230.08 | |
| Maplebear (CART) | 0.1 | $7.4M | 163k | 45.24 | |
| CarMax (KMX) | 0.1 | $7.3M | 109k | 67.21 | |
| Suncor Energy (SU) | 0.1 | $7.3M | 195k | 37.45 | |
| Kornit Digital (KRNT) | 0.1 | $7.3M | 367k | 19.91 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $7.2M | 95k | 76.44 | |
| Sitime Corp (SITM) | 0.1 | $7.1M | 33k | 213.08 | |
| salesforce (CRM) | 0.1 | $6.9M | 26k | 272.69 | |
| Lululemon Athletica (LULU) | 0.1 | $6.9M | 29k | 237.58 | |
| FedEx Corporation (FDX) | 0.1 | $6.9M | 31k | 227.31 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $6.9M | 87k | 79.27 | |
| Tractor Supply Company (TSCO) | 0.1 | $6.9M | 130k | 52.77 | |
| Lionsgate Studios Corp (LION) | 0.1 | $6.8M | 1.2M | 5.81 | |
| FTI Consulting (FCN) | 0.1 | $6.8M | 42k | 161.50 | |
| Norfolk Southern (NSC) | 0.1 | $6.8M | 26k | 255.97 | |
| Corning Incorporated (GLW) | 0.1 | $6.8M | 129k | 52.59 | |
| Siteone Landscape Supply (SITE) | 0.1 | $6.7M | 56k | 120.94 | |
| Bellring Brands (BRBR) | 0.1 | $6.6M | 114k | 57.93 | |
| Halozyme Therapeutics (HALO) | 0.1 | $6.6M | 127k | 52.02 | |
| Celsius Holdings (CELH) | 0.1 | $6.5M | 141k | 46.39 | |
| Inspire Med Sys (INSP) | 0.1 | $6.5M | 50k | 129.77 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $6.5M | 79k | 81.86 | |
| Pegasystems (PEGA) | 0.1 | $6.5M | 120k | 54.13 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $6.4M | 65k | 98.02 | |
| Draftkings (DKNG) | 0.1 | $6.4M | 149k | 42.89 | |
| Royal Caribbean Cruises Conv (Principal) | 0.1 | $6.3M | 1.0M | 6.31 | |
| United Parcel Service (UPS) | 0.1 | $6.2M | 62k | 100.94 | |
| Phillips 66 (PSX) | 0.1 | $6.1M | 51k | 119.30 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $6.0M | 45k | 134.33 | |
| Zscaler Incorporated (ZS) | 0.1 | $6.0M | 19k | 313.94 | |
| Delek Logistics Partners (DKL) | 0.1 | $6.0M | 140k | 42.95 | |
| ESCO Technologies (ESE) | 0.1 | $5.9M | 31k | 191.87 | |
| Quidel Corp (QDEL) | 0.1 | $5.9M | 205k | 28.82 | |
| Baker Hughes A Ge Company (BKR) | 0.1 | $5.8M | 152k | 38.34 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $5.8M | 44k | 131.78 | |
| Myr (MYRG) | 0.1 | $5.8M | 32k | 181.45 | |
| Constellation Energy (CEG) | 0.1 | $5.8M | 18k | 322.76 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $5.7M | 610k | 9.41 | |
| Match Group (MTCH) | 0.1 | $5.7M | 185k | 30.89 | |
| Mongodb Inc. Class A (MDB) | 0.1 | $5.7M | 27k | 209.99 | |
| Bunge (BG) | 0.1 | $5.7M | 71k | 80.28 | |
| Castle Biosciences (CSTL) | 0.1 | $5.7M | 278k | 20.42 | |
| Helmerich & Payne (HP) | 0.1 | $5.6M | 373k | 15.16 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $5.6M | 48k | 118.01 | |
| Ciena Corporation (CIEN) | 0.1 | $5.6M | 69k | 81.33 | |
| Installed Bldg Prods (IBP) | 0.1 | $5.5M | 31k | 180.32 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $5.5M | 30k | 180.06 | |
| Intapp (INTA) | 0.1 | $5.4M | 105k | 51.62 | |
| HDFC Bank (HDB) | 0.1 | $5.4M | 70k | 76.67 | |
| Citigroup (C) | 0.1 | $5.3M | 62k | 85.12 | |
| Trex Company (TREX) | 0.1 | $5.3M | 98k | 54.38 | |
| Valvoline Inc Common (VVV) | 0.1 | $5.3M | 139k | 37.87 | |
| Keurig Dr Pepper (KDP) | 0.1 | $5.2M | 158k | 33.06 | |
| Northern Trust Corporation (NTRS) | 0.1 | $5.2M | 41k | 126.79 | |
| Napco Security Systems (NSSC) | 0.1 | $5.2M | 174k | 29.69 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $5.1M | 62k | 82.80 | |
| PG&E CORP 6, DUE 12/1/27 -cv PFD CV (PCG.PX) | 0.1 | $5.1M | 135k | 37.78 | |
| First Watch Restaurant Groupco (FWRG) | 0.1 | $5.1M | 315k | 16.04 | |
| Air Products & Chemicals (APD) | 0.1 | $5.1M | 18k | 282.06 | |
| Privia Health Group (PRVA) | 0.1 | $5.0M | 218k | 23.00 | |
| FactSet Research Systems (FDS) | 0.1 | $5.0M | 11k | 447.28 | |
| UnitedHealth (UNH) | 0.1 | $4.9M | 16k | 311.97 | |
| Honeywell International (HON) | 0.1 | $4.9M | 21k | 232.88 | |
| Transcat (TRNS) | 0.1 | $4.9M | 57k | 85.96 | |
| International Flavors & Fragrances (IFF) | 0.1 | $4.9M | 66k | 73.55 | |
| Expedia (EXPE) | 0.1 | $4.8M | 29k | 168.68 | |
| Viper Energy | 0.1 | $4.8M | 125k | 38.13 | |
| Smith & Nephew (SNN) | 0.1 | $4.7M | 154k | 30.63 | |
| Tenable Hldgs (TENB) | 0.1 | $4.7M | 139k | 33.78 | |
| Vericel (VCEL) | 0.1 | $4.7M | 110k | 42.55 | |
| West Pharmaceutical Services (WST) | 0.1 | $4.6M | 21k | 218.80 | |
| Xylem (XYL) | 0.1 | $4.6M | 36k | 129.36 | |
| Pagerduty (PD) | 0.1 | $4.5M | 297k | 15.28 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $4.5M | 15k | 302.64 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $4.5M | 9.2k | 485.77 | |
| Stride Conv (Principal) | 0.1 | $4.5M | 1.6M | 2.78 | |
| Credo Technology Group Holding (CRDO) | 0.1 | $4.4M | 48k | 92.59 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $4.4M | 7.8k | 568.03 | |
| Endava Plc ads (DAVA) | 0.1 | $4.4M | 285k | 15.32 | |
| Intel Corporation (INTC) | 0.1 | $4.4M | 194k | 22.40 | |
| Analog Devices (ADI) | 0.1 | $4.3M | 18k | 238.02 | |
| Mondelez Int (MDLZ) | 0.1 | $4.3M | 64k | 67.44 | |
| Ross Stores (ROST) | 0.1 | $4.3M | 34k | 127.58 | |
| Waystar Holding Corp (WAY) | 0.1 | $4.2M | 104k | 40.87 | |
| Amgen (AMGN) | 0.1 | $4.2M | 15k | 279.21 | |
| Matador Resources (MTDR) | 0.1 | $4.1M | 85k | 47.72 | |
| Dutch Bros (BROS) | 0.1 | $4.0M | 59k | 68.37 | |
| Servicenow (NOW) | 0.1 | $4.0M | 3.9k | 1028.08 | |
| Bank of America Corporation (BAC) | 0.1 | $3.9M | 83k | 47.32 | |
| Abbvie (ABBV) | 0.1 | $3.9M | 21k | 185.62 | |
| Medpace Hldgs (MEDP) | 0.1 | $3.9M | 13k | 313.86 | |
| Monolithic Power Systems (MPWR) | 0.1 | $3.8M | 5.2k | 731.38 | |
| Trade Desk (TTD) | 0.1 | $3.7M | 52k | 71.99 | |
| WESCO International (WCC) | 0.1 | $3.7M | 20k | 185.20 | |
| Nintendo (NTDOY) | 0.1 | $3.6M | 150k | 24.02 | |
| Onto Innovation (ONTO) | 0.1 | $3.6M | 36k | 100.93 | |
| Portillos (PTLO) | 0.1 | $3.6M | 307k | 11.67 | |
| Patterson-UTI Energy (PTEN) | 0.1 | $3.5M | 593k | 5.93 | |
| Pitney Bowes (PBI) | 0.1 | $3.5M | 321k | 10.91 | |
| Liberty Media Corp Del (FWONA) | 0.1 | $3.5M | 37k | 94.96 | |
| Shift4 Payments 6 Due 5/1/28 PFD CV (FOUR.PA) | 0.1 | $3.5M | 30k | 115.57 | |
| Landmark Ban (LARK) | 0.1 | $3.2M | 120k | 26.44 | |
| Mettler-Toledo International (MTD) | 0.1 | $3.2M | 2.7k | 1174.72 | |
| Hca Holdings (HCA) | 0.1 | $3.2M | 8.3k | 383.10 | |
| Intuit (INTU) | 0.1 | $3.1M | 4.0k | 787.63 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $3.0M | 4.3k | 698.47 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $3.0M | 1.9k | 1520.64 | |
| Energy Transfer Equity (ET) | 0.1 | $2.9M | 163k | 18.13 | |
| Hasbro (HAS) | 0.1 | $2.9M | 40k | 73.82 | |
| Rb Global (RBA) | 0.1 | $2.9M | 28k | 106.19 | |
| Palo Alto Networks (PANW) | 0.1 | $2.9M | 14k | 204.64 | |
| Stryker Corporation (SYK) | 0.1 | $2.9M | 7.4k | 395.63 | |
| Warby Parker (WRBY) | 0.1 | $2.9M | 131k | 21.93 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.1 | $2.8M | 35k | 81.16 | |
| Walt Disney Company (DIS) | 0.1 | $2.8M | 23k | 124.01 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.8M | 6.8k | 405.46 | |
| Ptc (PTC) | 0.1 | $2.8M | 16k | 172.34 | |
| Welltower Inc Com reit (WELL) | 0.1 | $2.8M | 18k | 153.73 | |
| Canadian Natural Resources (CNQ) | 0.1 | $2.7M | 86k | 31.40 | |
| Fastenal Company (FAST) | 0.1 | $2.7M | 64k | 42.00 | |
| Intuitive Surgical (ISRG) | 0.1 | $2.7M | 5.0k | 543.41 | |
| Roche Holding (RHHBY) | 0.1 | $2.6M | 65k | 40.58 | |
| Eaton (ETN) | 0.1 | $2.6M | 7.4k | 356.99 | |
| Primo Brand Corp-a (PRMB) | 0.1 | $2.6M | 89k | 29.62 | |
| Cintas Corporation (CTAS) | 0.1 | $2.6M | 12k | 222.87 | |
| Burford Cap (BUR) | 0.1 | $2.6M | 181k | 14.26 | |
| U.S. Bancorp (USB) | 0.1 | $2.6M | 57k | 45.25 | |
| Baxter International (BAX) | 0.1 | $2.6M | 84k | 30.28 | |
| Ford Motor Company (F) | 0.1 | $2.5M | 232k | 10.85 | |
| Bio-Rad Laboratories (BIO) | 0.1 | $2.5M | 10k | 241.32 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.5M | 44k | 56.15 | |
| Ryanair Holdings (RYAAY) | 0.0 | $2.5M | 43k | 57.67 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $2.5M | 4.0k | 617.85 | |
| Procept Biorobotics Corp (PRCT) | 0.0 | $2.5M | 43k | 57.60 | |
| AECOM Technology Corporation (ACM) | 0.0 | $2.5M | 22k | 112.86 | |
| A. O. Smith Corporation (AOS) | 0.0 | $2.5M | 38k | 65.57 | |
| Starbucks Corporation (SBUX) | 0.0 | $2.4M | 26k | 91.63 | |
| Mirum Pharmaceuticals Conv (Principal) | 0.0 | $2.3M | 1.3M | 1.77 | |
| Encompass Health Corp (EHC) | 0.0 | $2.3M | 19k | 122.63 | |
| ON Semiconductor (ON) | 0.0 | $2.3M | 43k | 52.41 | |
| Element Solutions (ESI) | 0.0 | $2.2M | 97k | 22.65 | |
| 3M Company (MMM) | 0.0 | $2.2M | 14k | 152.24 | |
| Treace Med Concepts (TMCI) | 0.0 | $2.1M | 365k | 5.88 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.0M | 4.4k | 463.14 | |
| Diageo (DEO) | 0.0 | $2.0M | 20k | 100.84 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.0M | 127k | 15.80 | |
| W.W. Grainger (GWW) | 0.0 | $2.0M | 1.9k | 1040.24 | |
| Moody's Corporation (MCO) | 0.0 | $2.0M | 3.9k | 501.59 | |
| Danaher Corporation (DHR) | 0.0 | $1.9M | 9.7k | 197.54 | |
| iShares S&P 500 Index (IVV) | 0.0 | $1.9M | 3.1k | 620.90 | |
| Nike (NKE) | 0.0 | $1.9M | 27k | 71.04 | |
| Patrick Industries Conv (Principal) | 0.0 | $1.9M | 1.3M | 1.48 | |
| Qxo Inc 5.5 05/15/28 PFD CV (QXO.PB) | 0.0 | $1.8M | 30k | 61.27 | |
| McKesson Corporation (MCK) | 0.0 | $1.8M | 2.5k | 732.78 | |
| General Electric (GE) | 0.0 | $1.8M | 7.1k | 257.39 | |
| Tyson Foods (TSN) | 0.0 | $1.8M | 33k | 55.94 | |
| Dupont De Nemours (DD) | 0.0 | $1.8M | 26k | 68.59 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.8M | 63k | 28.35 | |
| Rockwell Automation (ROK) | 0.0 | $1.8M | 5.4k | 332.17 | |
| Willdan (WLDN) | 0.0 | $1.8M | 28k | 62.51 | |
| Tesla Motors (TSLA) | 0.0 | $1.7M | 5.5k | 317.66 | |
| HealthStream (HSTM) | 0.0 | $1.7M | 63k | 27.67 | |
| Oracle Corporation (ORCL) | 0.0 | $1.7M | 7.9k | 218.63 | |
| American Electric Power Company (AEP) | 0.0 | $1.7M | 16k | 103.76 | |
| Vail Resorts (MTN) | 0.0 | $1.7M | 11k | 157.13 | |
| Bowman Consulting Group (BWMN) | 0.0 | $1.7M | 59k | 28.75 | |
| Kenvue (KVUE) | 0.0 | $1.6M | 77k | 20.93 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.6M | 52k | 31.01 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $1.6M | 20k | 80.97 | |
| Array Technologies Conv (Principal) | 0.0 | $1.6M | 2.0M | 0.79 | |
| Edison International (EIX) | 0.0 | $1.6M | 31k | 51.60 | |
| L3harris Technologies (LHX) | 0.0 | $1.6M | 6.3k | 250.84 | |
| Applied Optoelectronics (AAOI) | 0.0 | $1.5M | 60k | 25.69 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $1.5M | 75k | 20.39 | |
| Public Storage (PSA) | 0.0 | $1.5M | 5.2k | 293.42 | |
| Cardinal Health (CAH) | 0.0 | $1.5M | 9.0k | 168.00 | |
| Sunopta (STKL) | 0.0 | $1.5M | 253k | 5.80 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.5M | 6.0k | 242.85 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $1.5M | 7.5k | 194.23 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $1.4M | 16k | 88.25 | |
| Anthem (ELV) | 0.0 | $1.4M | 3.5k | 388.96 | |
| Blackrock (BLK) | 0.0 | $1.4M | 1.3k | 1049.25 | |
| American Superconductor (AMSC) | 0.0 | $1.3M | 37k | 36.69 | |
| I3 Verticals (IIIV) | 0.0 | $1.3M | 48k | 27.48 | |
| Boston Scientific Corporation (BSX) | 0.0 | $1.3M | 12k | 107.41 | |
| Cadre Hldgs (CDRE) | 0.0 | $1.3M | 41k | 31.85 | |
| Campbell Soup Company (CPB) | 0.0 | $1.3M | 42k | 30.65 | |
| Marvell Technology (MRVL) | 0.0 | $1.3M | 17k | 77.40 | |
| Crescent Energy Company (CRGY) | 0.0 | $1.3M | 150k | 8.60 | |
| B&G Foods (BGS) | 0.0 | $1.3M | 303k | 4.23 | |
| Dover Corporation (DOV) | 0.0 | $1.3M | 6.9k | 183.23 | |
| Illumina (ILMN) | 0.0 | $1.2M | 13k | 95.41 | |
| Compass Minerals International (CMP) | 0.0 | $1.2M | 62k | 20.09 | |
| Accel Entmt (ACEL) | 0.0 | $1.2M | 105k | 11.77 | |
| Tat Technologies Ltd ord (TATT) | 0.0 | $1.2M | 40k | 30.54 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $1.2M | 13k | 95.77 | |
| Arista Networks (ANET) | 0.0 | $1.2M | 12k | 102.31 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.2M | 10k | 121.36 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $1.2M | 47k | 25.39 | |
| Applied Materials (AMAT) | 0.0 | $1.2M | 6.4k | 183.07 | |
| Patrick Industries (PATK) | 0.0 | $1.2M | 13k | 92.27 | |
| Ecolab (ECL) | 0.0 | $1.2M | 4.3k | 269.44 | |
| GCM Grosvenor (GCMG) | 0.0 | $1.2M | 100k | 11.56 | |
| PG&E Corporation (PCG) | 0.0 | $1.2M | 83k | 13.94 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.1M | 160k | 7.14 | |
| Evolent Health (EVH) | 0.0 | $1.1M | 101k | 11.26 | |
| Equinix (EQIX) | 0.0 | $1.1M | 1.4k | 795.47 | |
| Starz Entmt Corp (STRZ) | 0.0 | $1.1M | 69k | 16.07 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.1M | 7.6k | 141.90 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $1.1M | 15k | 73.47 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.0 | $1.1M | 50k | 21.52 | |
| Guardian Pharmacy Svcs (GRDN) | 0.0 | $1.1M | 50k | 21.31 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.1M | 7.9k | 134.42 | |
| Spotify Technology Sa (SPOT) | 0.0 | $1.1M | 1.4k | 767.34 | |
| Viatris (VTRS) | 0.0 | $1.0M | 116k | 8.93 | |
| Commercial Metals Company (CMC) | 0.0 | $1.0M | 21k | 48.91 | |
| NET Lease Office Properties (NLOP) | 0.0 | $1.0M | 31k | 32.55 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0M | 4.9k | 209.35 | |
| Philip Morris International (PM) | 0.0 | $990k | 5.4k | 182.13 | |
| Trane Technologies (TT) | 0.0 | $984k | 2.3k | 437.41 | |
| Lamb Weston Hldgs (LW) | 0.0 | $967k | 19k | 51.85 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $959k | 9.7k | 99.02 | |
| iShares Gold Trust (IAU) | 0.0 | $950k | 15k | 62.36 | |
| Biolife Solutions (BLFS) | 0.0 | $948k | 44k | 21.54 | |
| Yum! Brands (YUM) | 0.0 | $935k | 6.3k | 148.18 | |
| Sempra Energy (SRE) | 0.0 | $924k | 12k | 75.77 | |
| UFP Technologies (UFPT) | 0.0 | $922k | 3.8k | 244.16 | |
| LeMaitre Vascular (LMAT) | 0.0 | $921k | 11k | 83.05 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $921k | 44k | 21.07 | |
| Civitas Resources (CIVI) | 0.0 | $918k | 33k | 27.52 | |
| Harrow Health (HROW) | 0.0 | $916k | 30k | 30.54 | |
| Pebblebrook Hotel Trust (PEB) | 0.0 | $899k | 90k | 9.99 | |
| O'reilly Automotive (ORLY) | 0.0 | $895k | 9.9k | 90.13 | |
| Lumentum Holdings Conv (Principal) | 0.0 | $881k | 750k | 1.17 | |
| Adma Biologics (ADMA) | 0.0 | $872k | 48k | 18.21 | |
| Realty Income (O) | 0.0 | $867k | 15k | 57.61 | |
| Netstreit Corp (NTST) | 0.0 | $847k | 50k | 16.93 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $836k | 18k | 46.45 | |
| TJX Companies (TJX) | 0.0 | $835k | 6.8k | 123.49 | |
| Cpi Card Group (PMTS) | 0.0 | $830k | 35k | 23.72 | |
| Postal Realty Trust (PSTL) | 0.0 | $810k | 55k | 14.73 | |
| Macerich Company (MAC) | 0.0 | $809k | 50k | 16.18 | |
| Workday Inc cl a (WDAY) | 0.0 | $799k | 3.3k | 240.00 | |
| Grid Dynamics Hldgs (GDYN) | 0.0 | $784k | 68k | 11.55 | |
| Timken Company (TKR) | 0.0 | $780k | 11k | 72.55 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $770k | 3.5k | 218.49 | |
| Cleveland-cliffs (CLF) | 0.0 | $764k | 101k | 7.60 | |
| Hayward Hldgs (HAYW) | 0.0 | $759k | 55k | 13.80 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $757k | 1.7k | 445.20 | |
| Total (TTE) | 0.0 | $756k | 12k | 61.39 | |
| American Tower Reit (AMT) | 0.0 | $752k | 3.4k | 221.02 | |
| Ncino (NCNO) | 0.0 | $748k | 27k | 27.97 | |
| Community Healthcare Tr (CHCT) | 0.0 | $742k | 45k | 16.63 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.0 | $725k | 17k | 43.14 | |
| Calix (CALX) | 0.0 | $718k | 14k | 53.19 | |
| Powerfleet (AIOT) | 0.0 | $703k | 163k | 4.31 | |
| Ptc Therapeutics Conv (Principal) | 0.0 | $691k | 600k | 1.15 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $685k | 765.00 | 895.74 | |
| Exact Sciences Conv (Principal) | 0.0 | $684k | 750k | 0.91 | |
| Docusign (DOCU) | 0.0 | $668k | 8.6k | 77.89 | |
| Walker & Dunlop (WD) | 0.0 | $663k | 9.4k | 70.48 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $659k | 3.2k | 207.62 | |
| Woodside Petroleum (WDS) | 0.0 | $656k | 43k | 15.43 | |
| Boeing Company (BA) | 0.0 | $652k | 3.1k | 209.53 | |
| Teradata Corporation (TDC) | 0.0 | $647k | 29k | 22.31 | |
| Lovesac Company (LOVE) | 0.0 | $645k | 36k | 18.20 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $638k | 4.9k | 130.54 | |
| Hologic (HOLX) | 0.0 | $616k | 9.5k | 65.16 | |
| Sharkninja (SN) | 0.0 | $604k | 6.1k | 98.99 | |
| Orthopediatrics Corp. (KIDS) | 0.0 | $571k | 27k | 21.48 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $565k | 10k | 54.97 | |
| FMC Corporation (FMC) | 0.0 | $557k | 13k | 41.75 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $540k | 1.4k | 386.88 | |
| Illinois Tool Works (ITW) | 0.0 | $538k | 2.2k | 247.25 | |
| Federal Signal Corporation (FSS) | 0.0 | $532k | 5.0k | 106.42 | |
| Metropcs Communications (TMUS) | 0.0 | $493k | 2.1k | 238.26 | |
| Caterpillar (CAT) | 0.0 | $477k | 1.2k | 388.21 | |
| Okta Inc cl a (OKTA) | 0.0 | $472k | 4.7k | 99.97 | |
| Biomarin Pharmaceutical Conv (Principal) | 0.0 | $471k | 500k | 0.94 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $467k | 6.2k | 75.82 | |
| Evergy (EVRG) | 0.0 | $454k | 6.6k | 68.93 | |
| Seagate Technology (STX) | 0.0 | $447k | 3.1k | 144.33 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $437k | 2.0k | 218.64 | |
| Omnicell (OMCL) | 0.0 | $432k | 15k | 29.40 | |
| Applovin Corp Class A (APP) | 0.0 | $429k | 1.2k | 350.08 | |
| Firstservice Corp (FSV) | 0.0 | $414k | 2.4k | 174.62 | |
| Core Labs Nv (CLB) | 0.0 | $403k | 35k | 11.52 | |
| Simulations Plus (SLP) | 0.0 | $401k | 23k | 17.45 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $400k | 9.6k | 41.59 | |
| Nlight (LASR) | 0.0 | $394k | 20k | 19.68 | |
| Dell Technologies (DELL) | 0.0 | $384k | 3.1k | 122.60 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $375k | 4.0k | 92.62 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $374k | 4.6k | 80.65 | |
| Apogee Enterprises (APOG) | 0.0 | $345k | 8.5k | 40.60 | |
| Church & Dwight (CHD) | 0.0 | $336k | 3.5k | 96.11 | |
| Altria (MO) | 0.0 | $329k | 5.6k | 58.63 | |
| Lowe's Companies (LOW) | 0.0 | $317k | 1.4k | 221.87 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $307k | 2.0k | 155.95 | |
| Argenx Se (ARGX) | 0.0 | $303k | 550.00 | 551.22 | |
| Boston Beer Company (SAM) | 0.0 | $303k | 1.6k | 190.81 | |
| UMB Financial Corporation (UMBF) | 0.0 | $294k | 2.8k | 105.16 | |
| Apellis Pharmaceuticals Conv (Principal) | 0.0 | $293k | 300k | 0.98 | |
| Ares Capital Corporation (ARCC) | 0.0 | $285k | 13k | 21.96 | |
| Nextera Energy (NEE) | 0.0 | $278k | 4.0k | 69.42 | |
| Diamondback Energy (FANG) | 0.0 | $275k | 2.0k | 137.40 | |
| Automatic Data Processing (ADP) | 0.0 | $275k | 890.00 | 308.40 | |
| Carrier Global Corporation (CARR) | 0.0 | $270k | 3.7k | 73.19 | |
| J.M. Smucker Company (SJM) | 0.0 | $269k | 2.7k | 98.20 | |
| Bigcommerce Hldgs (CMRC) | 0.0 | $269k | 54k | 5.00 | |
| Chubb (CB) | 0.0 | $265k | 915.00 | 289.72 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $256k | 1.6k | 164.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $245k | 490.00 | 499.98 | |
| Dollar General (DG) | 0.0 | $238k | 2.1k | 114.38 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $231k | 2.3k | 99.03 | |
| AFLAC Incorporated (AFL) | 0.0 | $229k | 2.2k | 105.46 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $217k | 2.1k | 105.62 | |
| Penske Automotive (PAG) | 0.0 | $215k | 1.3k | 171.81 | |
| Air Liquide (AIQUY) | 0.0 | $208k | 5.1k | 41.12 | |
| Hershey Company (HSY) | 0.0 | $202k | 1.2k | 165.95 | |
| Carlisle Companies (CSL) | 0.0 | $202k | 540.00 | 373.40 | |
| Selectquote Ord (SLQT) | 0.0 | $36k | 15k | 2.38 | |
| Adaptimmune Therapeutics (ADAP) | 0.0 | $2.4k | 10k | 0.24 |