Kornitzer Capital Management as of Dec. 31, 2025
Portfolio Holdings for Kornitzer Capital Management
Kornitzer Capital Management holds 508 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $260M | 538k | 483.62 | |
| Chevron Corporation (CVX) | 3.1 | $149M | 979k | 152.41 | |
| Eli Lilly & Co. (LLY) | 2.5 | $119M | 111k | 1074.68 | |
| Apple (AAPL) | 2.4 | $115M | 421k | 271.86 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $103M | 327k | 313.00 | |
| Costco Wholesale Corporation (COST) | 1.8 | $85M | 98k | 862.34 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $81M | 671k | 120.34 | |
| International Business Machines (IBM) | 1.5 | $75M | 252k | 296.21 | |
| Kinder Morgan (KMI) | 1.5 | $71M | 2.6M | 27.49 | |
| Johnson & Johnson (JNJ) | 1.5 | $71M | 341k | 206.95 | |
| Cisco Systems (CSCO) | 1.4 | $68M | 885k | 77.03 | |
| Waste Management (WM) | 1.4 | $68M | 307k | 219.71 | |
| Arthur J. Gallagher & Co. (AJG) | 1.3 | $64M | 245k | 258.79 | |
| Amazon (AMZN) | 1.2 | $59M | 257k | 230.82 | |
| Pepsi (PEP) | 1.2 | $59M | 410k | 143.52 | |
| Qualcomm (QCOM) | 1.2 | $59M | 342k | 171.05 | |
| Merck & Co (MRK) | 1.2 | $58M | 553k | 105.26 | |
| Facebook Inc cl a (META) | 1.2 | $57M | 87k | 660.09 | |
| Wal-Mart Stores (WMT) | 1.2 | $57M | 508k | 111.41 | |
| NVIDIA Corporation (NVDA) | 1.1 | $55M | 297k | 186.50 | |
| Schlumberger (SLB) | 1.1 | $53M | 1.4M | 38.38 | |
| Procter & Gamble Company (PG) | 1.1 | $51M | 357k | 143.31 | |
| ConocoPhillips (COP) | 1.0 | $49M | 519k | 93.61 | |
| Abbott Laboratories (ABT) | 1.0 | $47M | 377k | 125.29 | |
| Allstate Corporation (ALL) | 1.0 | $46M | 223k | 208.15 | |
| Apa Corporation (APA) | 0.9 | $46M | 1.9M | 24.46 | |
| Coca-Cola Company (KO) | 0.8 | $41M | 582k | 69.91 | |
| Gilead Sciences (GILD) | 0.8 | $40M | 329k | 122.74 | |
| Verizon Communications (VZ) | 0.8 | $38M | 934k | 40.73 | |
| General Dynamics Corporation (GD) | 0.7 | $35M | 104k | 336.66 | |
| Truist Financial Corp equities (TFC) | 0.7 | $35M | 711k | 49.21 | |
| Taiwan Semiconductor Mfg (TSM) | 0.7 | $35M | 113k | 303.89 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $33M | 102k | 322.22 | |
| Pfizer (PFE) | 0.6 | $31M | 1.2M | 24.90 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.6 | $31M | 416k | 73.48 | |
| Abb (ABBNY) | 0.6 | $29M | 384k | 74.75 | |
| Kimberly-Clark Corporation (KMB) | 0.6 | $28M | 279k | 100.89 | |
| Newmont Mining Corporation (NEM) | 0.6 | $27M | 274k | 99.85 | |
| AstraZeneca (AZN) | 0.6 | $27M | 294k | 91.93 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $27M | 163k | 163.32 | |
| MercadoLibre (MELI) | 0.5 | $25M | 12k | 2014.26 | |
| Visa (V) | 0.5 | $25M | 70k | 350.71 | |
| Booking Holdings (BKNG) | 0.5 | $24M | 4.5k | 5355.33 | |
| Rio Tinto (RIO) | 0.5 | $23M | 288k | 80.03 | |
| At&t (T) | 0.5 | $23M | 927k | 24.84 | |
| Msci (MSCI) | 0.5 | $22M | 39k | 573.73 | |
| Martin Marietta Materials (MLM) | 0.5 | $22M | 36k | 622.66 | |
| Citizens Financial (CFG) | 0.5 | $22M | 382k | 58.41 | |
| Hf Sinclair Corp (DINO) | 0.5 | $22M | 482k | 46.08 | |
| Asml Holding (ASML) | 0.5 | $22M | 21k | 1069.86 | |
| Unilever | 0.5 | $22M | 333k | 65.40 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $21M | 116k | 183.40 | |
| Crh (CRH) | 0.4 | $21M | 168k | 124.80 | |
| Vistra Energy (VST) | 0.4 | $21M | 127k | 161.33 | |
| Verisk Analytics (VRSK) | 0.4 | $20M | 91k | 223.69 | |
| Clorox Company (CLX) | 0.4 | $20M | 196k | 100.83 | |
| Linde (LIN) | 0.4 | $20M | 46k | 426.39 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $19M | 64k | 287.25 | |
| Sap (SAP) | 0.4 | $18M | 75k | 242.91 | |
| Emerson Electric (EMR) | 0.4 | $18M | 136k | 132.72 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $18M | 56k | 313.80 | |
| General Mills (GIS) | 0.4 | $18M | 377k | 46.50 | |
| Bristol Myers Squibb (BMY) | 0.4 | $17M | 315k | 53.94 | |
| GSK (GSK) | 0.3 | $16M | 332k | 49.04 | |
| Veeva Sys Inc cl a (VEEV) | 0.3 | $16M | 72k | 223.23 | |
| BP (BP) | 0.3 | $16M | 463k | 34.73 | |
| Aon (AON) | 0.3 | $16M | 45k | 352.88 | |
| Broadcom (AVGO) | 0.3 | $15M | 44k | 346.10 | |
| Paypal Holdings (PYPL) | 0.3 | $15M | 260k | 58.38 | |
| CoStar (CSGP) | 0.3 | $15M | 224k | 67.24 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.3 | $15M | 350k | 42.95 | |
| Republic Services (RSG) | 0.3 | $15M | 71k | 211.93 | |
| Kinsale Cap Group (KNSL) | 0.3 | $15M | 38k | 391.12 | |
| Digital Realty Trust (DLR) | 0.3 | $14M | 90k | 154.71 | |
| Repligen Corporation (RGEN) | 0.3 | $14M | 84k | 163.86 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $14M | 84k | 162.01 | |
| MasterCard Incorporated (MA) | 0.3 | $14M | 24k | 570.88 | |
| Option Care Health (OPCH) | 0.3 | $14M | 425k | 31.86 | |
| Eastman Chemical Company (EMN) | 0.3 | $13M | 211k | 63.83 | |
| Copart (CPRT) | 0.3 | $13M | 342k | 39.15 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $13M | 232k | 57.49 | |
| Transunion (TRU) | 0.3 | $13M | 152k | 85.75 | |
| Ametek (AME) | 0.3 | $13M | 63k | 205.31 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $13M | 46k | 278.92 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.3 | $13M | 199k | 62.97 | |
| Skyline Corporation (SKY) | 0.3 | $12M | 147k | 84.50 | |
| Procore Technologies (PCOR) | 0.3 | $12M | 170k | 72.74 | |
| Universal Display Corporation (OLED) | 0.3 | $12M | 106k | 116.78 | |
| Live Nation Entertainment (LYV) | 0.3 | $12M | 86k | 142.50 | |
| Cme (CME) | 0.3 | $12M | 45k | 273.08 | |
| Medtronic (MDT) | 0.2 | $12M | 125k | 96.06 | |
| WisdomTree Investments (WT) | 0.2 | $12M | 971k | 12.19 | |
| Gartner (IT) | 0.2 | $12M | 47k | 252.28 | |
| VAALCO Energy (EGY) | 0.2 | $12M | 3.2M | 3.64 | |
| Natera (NTRA) | 0.2 | $11M | 50k | 229.09 | |
| SYSCO Corporation (SYY) | 0.2 | $11M | 155k | 73.69 | |
| Ligand Pharmaceuticals In (LGND) | 0.2 | $11M | 60k | 189.07 | |
| John Bean Technologies Corporation (JBTM) | 0.2 | $11M | 75k | 150.67 | |
| IDEXX Laboratories (IDXX) | 0.2 | $11M | 17k | 676.53 | |
| ConAgra Foods (CAG) | 0.2 | $11M | 645k | 17.31 | |
| McDonald's Corporation (MCD) | 0.2 | $11M | 36k | 305.63 | |
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $11M | 76k | 144.83 | |
| S&p Global (SPGI) | 0.2 | $11M | 21k | 522.59 | |
| Progyny (PGNY) | 0.2 | $11M | 427k | 25.68 | |
| Bio-techne Corporation (TECH) | 0.2 | $11M | 183k | 58.81 | |
| Uber Technologies (UBER) | 0.2 | $11M | 131k | 81.71 | |
| Celsius Holdings (CELH) | 0.2 | $11M | 231k | 45.74 | |
| Castle Biosciences (CSTL) | 0.2 | $10M | 268k | 38.90 | |
| Clearw.a.hld. (CWAN) | 0.2 | $10M | 430k | 24.12 | |
| AmerisourceBergen (COR) | 0.2 | $10M | 31k | 337.75 | |
| Intercontinental Exchange (ICE) | 0.2 | $10M | 64k | 161.96 | |
| James Hardie Inds Plc F (JHX) | 0.2 | $10M | 499k | 20.75 | |
| Alcon (ALC) | 0.2 | $10M | 126k | 78.81 | |
| Elf Beauty (ELF) | 0.2 | $10M | 131k | 76.04 | |
| BHP Billiton (BHP) | 0.2 | $9.9M | 164k | 60.37 | |
| Comfort Systems USA (FIX) | 0.2 | $9.9M | 11k | 933.29 | |
| Lionsgate Studios Corp (LION) | 0.2 | $9.8M | 1.1M | 9.13 | |
| Helmerich & Payne (HP) | 0.2 | $9.6M | 335k | 28.68 | |
| Corning Incorporated (GLW) | 0.2 | $9.6M | 109k | 87.56 | |
| Tyler Technologies (TYL) | 0.2 | $9.6M | 21k | 453.95 | |
| Guidewire Software (GWRE) | 0.2 | $9.0M | 45k | 201.01 | |
| Palomar Hldgs (PLMR) | 0.2 | $8.7M | 65k | 134.76 | |
| Establishment Labs Holdings Ord (ESTA) | 0.2 | $8.7M | 119k | 72.88 | |
| Cbre Group Inc Cl A (CBRE) | 0.2 | $8.6M | 54k | 160.79 | |
| Novo Nordisk A/S (NVO) | 0.2 | $8.6M | 168k | 50.88 | |
| Autodesk (ADSK) | 0.2 | $8.3M | 28k | 296.01 | |
| Edwards Lifesciences (EW) | 0.2 | $8.3M | 98k | 85.25 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $8.2M | 170k | 48.46 | |
| Cactus Inc - A (WHD) | 0.2 | $8.2M | 180k | 45.68 | |
| Silicon Laboratories (SLAB) | 0.2 | $8.1M | 62k | 130.70 | |
| Colgate-Palmolive Company (CL) | 0.2 | $7.9M | 100k | 79.02 | |
| FedEx Corporation (FDX) | 0.2 | $7.9M | 27k | 288.86 | |
| Suncor Energy (SU) | 0.2 | $7.9M | 177k | 44.36 | |
| U.S. Bancorp (USB) | 0.2 | $7.9M | 147k | 53.36 | |
| Fair Isaac Corporation (FICO) | 0.2 | $7.8M | 4.6k | 1690.62 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $7.8M | 48k | 162.63 | |
| Modine Manufacturing (MOD) | 0.2 | $7.7M | 57k | 133.51 | |
| AeroVironment (AVAV) | 0.2 | $7.6M | 32k | 241.89 | |
| Boeing A 6 10/15/27 PFD CV (BA.PA) | 0.2 | $7.6M | 110k | 69.45 | |
| Halozyme Therapeutics (HALO) | 0.2 | $7.6M | 114k | 67.30 | |
| Kraft Heinz (KHC) | 0.2 | $7.6M | 312k | 24.25 | |
| Citigroup (C) | 0.2 | $7.5M | 65k | 116.69 | |
| Howmet Aerospace (HWM) | 0.2 | $7.5M | 36k | 205.02 | |
| Willdan (WLDN) | 0.2 | $7.4M | 71k | 103.66 | |
| Canadian Natl Ry (CNI) | 0.2 | $7.3M | 74k | 98.85 | |
| Union Pacific Corporation (UNP) | 0.2 | $7.3M | 32k | 231.32 | |
| Relx (RELX) | 0.2 | $7.3M | 180k | 40.42 | |
| Dow (DOW) | 0.1 | $7.2M | 308k | 23.38 | |
| Ge Vernova (GEV) | 0.1 | $7.2M | 11k | 653.57 | |
| W.W. Grainger (GWW) | 0.1 | $7.2M | 7.1k | 1009.05 | |
| FTI Consulting (FCN) | 0.1 | $7.2M | 42k | 170.83 | |
| Chart Industries (GTLS) | 0.1 | $7.1M | 35k | 206.23 | |
| Napco Security Systems (NSSC) | 0.1 | $7.1M | 170k | 41.70 | |
| Novanta (NOVT) | 0.1 | $7.1M | 59k | 118.99 | |
| Norfolk Southern (NSC) | 0.1 | $7.0M | 24k | 288.72 | |
| Home Depot (HD) | 0.1 | $7.0M | 20k | 344.10 | |
| Medpace Hldgs (MEDP) | 0.1 | $7.0M | 13k | 561.65 | |
| Myr (MYRG) | 0.1 | $7.0M | 32k | 218.50 | |
| Healthequity (HQY) | 0.1 | $6.9M | 75k | 91.61 | |
| Corpay (CPAY) | 0.1 | $6.9M | 23k | 300.93 | |
| Marriott International (MAR) | 0.1 | $6.9M | 22k | 310.24 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $6.8M | 264k | 25.89 | |
| Sitime Corp (SITM) | 0.1 | $6.7M | 19k | 353.19 | |
| HEICO Corporation (HEI.A) | 0.1 | $6.7M | 27k | 252.43 | |
| Manhattan Associates (MANH) | 0.1 | $6.6M | 38k | 173.31 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $6.6M | 80k | 82.12 | |
| Amphenol Corporation (APH) | 0.1 | $6.6M | 49k | 135.14 | |
| Birkenstock Holding (BIRK) | 0.1 | $6.6M | 161k | 40.90 | |
| Tencent Holdings Ltd - (TCEHY) | 0.1 | $6.5M | 85k | 76.96 | |
| Paychex (PAYX) | 0.1 | $6.5M | 58k | 112.18 | |
| Adma Biologics (ADMA) | 0.1 | $6.5M | 357k | 18.24 | |
| Netflix (NFLX) | 0.1 | $6.3M | 67k | 93.76 | |
| Phillips 66 (PSX) | 0.1 | $6.3M | 49k | 129.04 | |
| Delek Logistics Partners (DKL) | 0.1 | $6.2M | 140k | 44.62 | |
| Rockwell Automation (ROK) | 0.1 | $6.2M | 16k | 389.07 | |
| Abbvie (ABBV) | 0.1 | $6.2M | 27k | 228.49 | |
| Bunge (BG) | 0.1 | $6.2M | 70k | 89.08 | |
| PG&E CORP 6, DUE 12/1/27 -cv PFD CV (PCG.PX) | 0.1 | $6.1M | 150k | 40.99 | |
| Tractor Supply Company (TSCO) | 0.1 | $6.1M | 122k | 50.01 | |
| Amgen (AMGN) | 0.1 | $6.0M | 19k | 327.31 | |
| ESCO Technologies (ESE) | 0.1 | $6.0M | 31k | 195.39 | |
| Baker Hughes A Ge Company (BKR) | 0.1 | $6.0M | 132k | 45.54 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $5.9M | 44k | 136.07 | |
| Varonis Sys (VRNS) | 0.1 | $5.9M | 180k | 32.80 | |
| Intapp (INTA) | 0.1 | $5.9M | 128k | 45.82 | |
| Pjt Partners (PJT) | 0.1 | $5.9M | 35k | 167.20 | |
| Quidel Corp (QDEL) | 0.1 | $5.9M | 205k | 28.56 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $5.7M | 78k | 73.63 | |
| Pegasystems (PEGA) | 0.1 | $5.7M | 95k | 59.72 | |
| Ameriprise Financial (AMP) | 0.1 | $5.7M | 12k | 490.34 | |
| Waystar Holding Corp (WAY) | 0.1 | $5.6M | 172k | 32.75 | |
| Onto Innovation (ONTO) | 0.1 | $5.6M | 36k | 157.86 | |
| Vulcan Materials Company (VMC) | 0.1 | $5.6M | 20k | 285.22 | |
| Dex (DXCM) | 0.1 | $5.5M | 83k | 66.37 | |
| Flutter Entertainment (FLUT) | 0.1 | $5.4M | 25k | 215.04 | |
| Vertex (VERX) | 0.1 | $5.4M | 269k | 19.97 | |
| Northern Trust Corporation (NTRS) | 0.1 | $5.3M | 39k | 136.59 | |
| UnitedHealth (UNH) | 0.1 | $5.3M | 16k | 330.11 | |
| Kornit Digital (KRNT) | 0.1 | $5.3M | 367k | 14.38 | |
| Insulet Corporation (PODD) | 0.1 | $5.3M | 19k | 284.24 | |
| Expedia (EXPE) | 0.1 | $5.3M | 19k | 283.31 | |
| Snowflake Inc Cl A (SNOW) | 0.1 | $5.2M | 24k | 219.36 | |
| Paymentus Holdings (PAY) | 0.1 | $5.2M | 165k | 31.59 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $5.1M | 29k | 176.47 | |
| HDFC Bank (HDB) | 0.1 | $5.1M | 140k | 36.54 | |
| Smith & Nephew (SNN) | 0.1 | $5.1M | 154k | 32.81 | |
| Equifax (EFX) | 0.1 | $5.0M | 23k | 216.98 | |
| Analog Devices (ADI) | 0.1 | $5.0M | 18k | 271.20 | |
| Constellation Energy (CEG) | 0.1 | $5.0M | 14k | 353.27 | |
| Dorman Products (DORM) | 0.1 | $4.9M | 40k | 123.19 | |
| CommVault Systems (CVLT) | 0.1 | $4.9M | 39k | 125.36 | |
| Zscaler Incorporated (ZS) | 0.1 | $4.9M | 22k | 224.92 | |
| WESCO International (WCC) | 0.1 | $4.9M | 20k | 244.64 | |
| Viper Energy Inc Cl A (VNOM) | 0.1 | $4.8M | 125k | 38.63 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $4.8M | 14k | 357.17 | |
| Everus Constr Group (ECG) | 0.1 | $4.8M | 56k | 85.56 | |
| Monolithic Power Systems (MPWR) | 0.1 | $4.7M | 5.2k | 906.36 | |
| First Watch Restaurant Groupco (FWRG) | 0.1 | $4.7M | 309k | 15.08 | |
| Axon Enterprise (AXON) | 0.1 | $4.6M | 8.2k | 567.93 | |
| Siteone Landscape Supply (SITE) | 0.1 | $4.6M | 37k | 124.56 | |
| NRG Energy (NRG) | 0.1 | $4.6M | 29k | 159.24 | |
| Bank of America Corporation (BAC) | 0.1 | $4.6M | 84k | 55.00 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $4.6M | 53k | 87.42 | |
| Credo Technology Group Holding (CRDO) | 0.1 | $4.6M | 32k | 143.89 | |
| Icon (ICLR) | 0.1 | $4.6M | 25k | 182.22 | |
| Comcast Corporation (CMCSA) | 0.1 | $4.5M | 152k | 29.89 | |
| Fastenal Company (FAST) | 0.1 | $4.5M | 113k | 40.13 | |
| Onestream (OS) | 0.1 | $4.5M | 246k | 18.38 | |
| Solaris Oilfield Infrstr (SEI) | 0.1 | $4.5M | 97k | 45.97 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $4.4M | 11k | 397.65 | |
| Honeywell International (HON) | 0.1 | $4.3M | 22k | 195.09 | |
| Roblox Corp (RBLX) | 0.1 | $4.3M | 53k | 81.03 | |
| Brp Group (BWIN) | 0.1 | $4.3M | 180k | 24.03 | |
| Casella Waste Systems (CWST) | 0.1 | $4.2M | 43k | 97.94 | |
| Ciena Corporation (CIEN) | 0.1 | $4.2M | 18k | 233.87 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $4.2M | 13k | 336.47 | |
| Synopsys (SNPS) | 0.1 | $4.2M | 8.9k | 469.72 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $4.2M | 6.6k | 627.13 | |
| Kadant (KAI) | 0.1 | $4.1M | 15k | 285.02 | |
| Vericel (VCEL) | 0.1 | $4.1M | 115k | 36.01 | |
| Pg&e Corp Conv (Principal) | 0.1 | $4.1M | 4.0M | 1.03 | |
| Intuit (INTU) | 0.1 | $4.1M | 6.2k | 662.42 | |
| Valvoline Inc Common (VVV) | 0.1 | $4.1M | 140k | 29.06 | |
| Air Products & Chemicals (APD) | 0.1 | $4.0M | 16k | 247.02 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $4.0M | 8.0k | 502.65 | |
| Sterling Construction Company (STRL) | 0.1 | $4.0M | 13k | 306.23 | |
| Trex Company (TREX) | 0.1 | $4.0M | 113k | 35.08 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.9M | 6.8k | 579.45 | |
| Reddit (RDDT) | 0.1 | $3.9M | 17k | 229.87 | |
| Skywater Technology (SKYT) | 0.1 | $3.9M | 215k | 18.16 | |
| Hca Holdings (HCA) | 0.1 | $3.8M | 8.2k | 466.86 | |
| Ross Stores (ROST) | 0.1 | $3.8M | 21k | 180.14 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $3.7M | 4.3k | 878.96 | |
| Cardinal Health (CAH) | 0.1 | $3.7M | 18k | 205.50 | |
| Warby Parker (WRBY) | 0.1 | $3.7M | 171k | 21.79 | |
| ICF International (ICFI) | 0.1 | $3.7M | 44k | 85.30 | |
| Dutch Bros (BROS) | 0.1 | $3.6M | 60k | 61.22 | |
| Patterson-UTI Energy (PTEN) | 0.1 | $3.6M | 593k | 6.11 | |
| Matador Resources (MTDR) | 0.1 | $3.6M | 85k | 42.44 | |
| Ferguson (FERG) | 0.1 | $3.5M | 16k | 222.63 | |
| International Flavors & Fragrances (IFF) | 0.1 | $3.5M | 52k | 67.39 | |
| Hamilton Lane Inc Common (HLNE) | 0.1 | $3.4M | 26k | 134.31 | |
| salesforce (CRM) | 0.1 | $3.4M | 13k | 264.91 | |
| United Parcel Service (UPS) | 0.1 | $3.4M | 35k | 99.19 | |
| Transcat (TRNS) | 0.1 | $3.3M | 59k | 56.73 | |
| Welltower Inc Com reit (WELL) | 0.1 | $3.3M | 18k | 185.61 | |
| Arcutis Biotherapeutics (ARQT) | 0.1 | $3.3M | 113k | 29.04 | |
| Servicenow (NOW) | 0.1 | $3.3M | 22k | 153.19 | |
| Tenable Hldgs (TENB) | 0.1 | $3.3M | 139k | 23.53 | |
| Tesla Motors (TSLA) | 0.1 | $3.2M | 7.2k | 449.72 | |
| Roche Holding (RHHBY) | 0.1 | $3.2M | 62k | 51.78 | |
| Ryanair Holdings (RYAAY) | 0.1 | $3.1M | 43k | 72.19 | |
| Canadian Natural Resources (CNQ) | 0.1 | $3.1M | 92k | 33.85 | |
| Mondelez Int (MDLZ) | 0.1 | $3.1M | 57k | 53.83 | |
| Landmark Ban (LARK) | 0.1 | $3.1M | 117k | 26.19 | |
| Danaher Corporation (DHR) | 0.1 | $3.0M | 13k | 228.92 | |
| Match Group (MTCH) | 0.1 | $3.0M | 94k | 32.29 | |
| Morningstar (MORN) | 0.1 | $3.0M | 14k | 217.31 | |
| Argan (AGX) | 0.1 | $3.0M | 9.6k | 313.32 | |
| Genuine Parts Company (GPC) | 0.1 | $3.0M | 24k | 122.96 | |
| Acuren Corporation (TIC) | 0.1 | $3.0M | 296k | 10.11 | |
| Keurig Dr Pepper (KDP) | 0.1 | $3.0M | 107k | 28.01 | |
| Privia Health Group (PRVA) | 0.1 | $3.0M | 125k | 23.71 | |
| Hasbro (HAS) | 0.1 | $2.9M | 36k | 82.00 | |
| Palo Alto Networks (PANW) | 0.1 | $2.9M | 16k | 184.20 | |
| Liberty Live Holdings Inc Com Shs Ser C | 0.1 | $2.9M | 35k | 83.16 | |
| Pitney Bowes (PBI) | 0.1 | $2.9M | 270k | 10.57 | |
| Mirum Pharmaceuticals Conv (Principal) | 0.1 | $2.8M | 1.1M | 2.58 | |
| Wingstop (WING) | 0.1 | $2.8M | 12k | 238.49 | |
| Ptc (PTC) | 0.1 | $2.8M | 16k | 174.21 | |
| Lumentum Holdings Conv (Principal) | 0.1 | $2.8M | 750k | 3.71 | |
| Intuitive Surgical (ISRG) | 0.1 | $2.8M | 4.9k | 566.36 | |
| Liberty Media Corp Del (FWONA) | 0.1 | $2.7M | 31k | 89.38 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $2.7M | 40k | 66.55 | |
| Energy Transfer Equity (ET) | 0.1 | $2.7M | 163k | 16.49 | |
| Mettler-Toledo International (MTD) | 0.1 | $2.7M | 1.9k | 1394.19 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.6M | 3.8k | 681.92 | |
| Applied Materials (AMAT) | 0.1 | $2.6M | 10k | 256.99 | |
| Ford Motor Company (F) | 0.1 | $2.6M | 196k | 13.12 | |
| Nintendo (NTDOY) | 0.1 | $2.5M | 150k | 16.90 | |
| Walt Disney Company (DIS) | 0.1 | $2.5M | 22k | 113.77 | |
| Stryker Corporation (SYK) | 0.1 | $2.5M | 7.2k | 351.47 | |
| Shift4 Payments 6 Due 5/1/28 PFD CV (FOUR.PA) | 0.0 | $2.4M | 30k | 79.82 | |
| Iqvia Holdings (IQV) | 0.0 | $2.4M | 11k | 225.41 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.0 | $2.4M | 300k | 7.95 | |
| ON Semiconductor (ON) | 0.0 | $2.4M | 44k | 54.15 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.4M | 36k | 66.39 | |
| A. O. Smith Corporation (AOS) | 0.0 | $2.3M | 35k | 66.88 | |
| Zymeworks Del (ZYME) | 0.0 | $2.3M | 89k | 26.33 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $2.3M | 29k | 79.11 | |
| General Electric (GE) | 0.0 | $2.3M | 7.4k | 308.03 | |
| Intel Corporation (INTC) | 0.0 | $2.2M | 59k | 36.90 | |
| Stride Conv (Principal) | 0.0 | $2.2M | 1.6M | 1.36 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $2.2M | 16k | 135.99 | |
| Cintas Corporation (CTAS) | 0.0 | $2.2M | 12k | 188.07 | |
| Patrick Industries Conv (Principal) | 0.0 | $2.1M | 1.3M | 1.70 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.1M | 4.4k | 483.67 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.1M | 19k | 109.61 | |
| AECOM Technology Corporation (ACM) | 0.0 | $2.1M | 22k | 95.33 | |
| Rb Global (RBA) | 0.0 | $2.1M | 20k | 102.87 | |
| McKesson Corporation (MCK) | 0.0 | $2.1M | 2.5k | 820.29 | |
| Bloom Energy Corp (BE) | 0.0 | $2.0M | 23k | 86.89 | |
| iShares S&P 500 Index (IVV) | 0.0 | $2.0M | 2.9k | 684.94 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $2.0M | 6.6k | 302.99 | |
| Moody's Corporation (MCO) | 0.0 | $2.0M | 3.9k | 510.85 | |
| Encompass Health Corp (EHC) | 0.0 | $2.0M | 19k | 106.14 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.9M | 1.4k | 1329.85 | |
| Eaton (ETN) | 0.0 | $1.9M | 6.0k | 318.51 | |
| American Electric Power Company (AEP) | 0.0 | $1.9M | 17k | 115.31 | |
| Xylem (XYL) | 0.0 | $1.9M | 14k | 136.18 | |
| Edison International (EIX) | 0.0 | $1.9M | 31k | 60.02 | |
| Array Technologies Conv (Principal) | 0.0 | $1.8M | 2.0M | 0.91 | |
| Tat Technologies Ltd ord (TATT) | 0.0 | $1.8M | 40k | 44.66 | |
| Starbucks Corporation (SBUX) | 0.0 | $1.8M | 21k | 84.21 | |
| L3harris Technologies (LHX) | 0.0 | $1.8M | 6.0k | 293.57 | |
| Applied Optoelectronics (AAOI) | 0.0 | $1.8M | 50k | 34.86 | |
| Carnival Corporation (CCL) | 0.0 | $1.7M | 57k | 30.54 | |
| Tyson Foods (TSN) | 0.0 | $1.7M | 29k | 58.62 | |
| 3M Company (MMM) | 0.0 | $1.7M | 10k | 160.10 | |
| Qxo Inc 5.5 05/15/28 PFD CV (QXO.PB) | 0.0 | $1.7M | 30k | 55.31 | |
| Burford Cap (BUR) | 0.0 | $1.6M | 181k | 8.92 | |
| Cadre Hldgs (CDRE) | 0.0 | $1.6M | 39k | 40.84 | |
| Metropcs Communications (TMUS) | 0.0 | $1.6M | 7.9k | 203.04 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.6M | 50k | 32.06 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $1.6M | 6.2k | 256.03 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $1.6M | 76k | 20.74 | |
| Civitas Resources (CIVI) | 0.0 | $1.5M | 56k | 27.09 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $1.5M | 17k | 87.16 | |
| Impinj (PI) | 0.0 | $1.5M | 8.5k | 174.01 | |
| Nike (NKE) | 0.0 | $1.5M | 23k | 63.71 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.5M | 1.9k | 771.87 | |
| Viatris (VTRS) | 0.0 | $1.5M | 117k | 12.45 | |
| Blackrock (BLK) | 0.0 | $1.4M | 1.4k | 1070.34 | |
| Primo Brand Corp-a (PRMB) | 0.0 | $1.4M | 89k | 16.35 | |
| Vail Resorts (MTN) | 0.0 | $1.4M | 11k | 132.80 | |
| Diageo (DEO) | 0.0 | $1.4M | 17k | 86.27 | |
| Commercial Metals Company (CMC) | 0.0 | $1.4M | 20k | 69.22 | |
| Guardian Pharmacy Svcs (GRDN) | 0.0 | $1.4M | 46k | 30.09 | |
| Harrow Health (HROW) | 0.0 | $1.4M | 28k | 49.00 | |
| Patrick Industries (PATK) | 0.0 | $1.4M | 13k | 108.43 | |
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $1.4M | 63k | 21.47 | |
| Bowman Consulting Group (BWMN) | 0.0 | $1.4M | 41k | 33.02 | |
| Public Storage (PSA) | 0.0 | $1.3M | 5.2k | 259.50 | |
| Illumina (ILMN) | 0.0 | $1.3M | 10k | 131.16 | |
| Procept Biorobotics Corp (PRCT) | 0.0 | $1.3M | 43k | 31.46 | |
| HealthStream (HSTM) | 0.0 | $1.3M | 58k | 23.07 | |
| PG&E Corporation (PCG) | 0.0 | $1.3M | 83k | 16.07 | |
| Dover Corporation (DOV) | 0.0 | $1.3M | 6.7k | 195.24 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.3M | 8.0k | 162.79 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $1.3M | 13k | 96.16 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.3M | 10k | 126.58 | |
| Crescent Energy Company (CRGY) | 0.0 | $1.3M | 150k | 8.39 | |
| Anthem (ELV) | 0.0 | $1.2M | 3.5k | 350.55 | |
| UFP Technologies (UFPT) | 0.0 | $1.2M | 5.5k | 222.03 | |
| I3 Verticals (IIIV) | 0.0 | $1.2M | 48k | 25.19 | |
| Accel Entmt (ACEL) | 0.0 | $1.2M | 106k | 11.41 | |
| Oracle Corporation (ORCL) | 0.0 | $1.2M | 6.1k | 194.91 | |
| B&G Foods (BGS) | 0.0 | $1.2M | 276k | 4.30 | |
| Omnicell (OMCL) | 0.0 | $1.2M | 26k | 45.30 | |
| Campbell Soup Company (CPB) | 0.0 | $1.2M | 42k | 27.87 | |
| Powerfleet (AIOT) | 0.0 | $1.1M | 214k | 5.32 | |
| GCM Grosvenor (GCMG) | 0.0 | $1.1M | 100k | 11.32 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $1.1M | 131k | 8.66 | |
| Element Solutions (ESI) | 0.0 | $1.1M | 45k | 24.99 | |
| Ecolab (ECL) | 0.0 | $1.1M | 4.2k | 262.52 | |
| Cleveland-cliffs (CLF) | 0.0 | $1.1M | 84k | 13.28 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.1M | 12k | 91.21 | |
| Equinix (EQIX) | 0.0 | $1.1M | 1.4k | 766.16 | |
| Frequency Electronics (FEIM) | 0.0 | $1.1M | 20k | 53.84 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $1.1M | 5.1k | 210.34 | |
| Boeing Company (BA) | 0.0 | $1.1M | 5.0k | 217.12 | |
| Sempra Energy (SRE) | 0.0 | $1.1M | 12k | 88.29 | |
| Biolife Solutions (BLFS) | 0.0 | $1.1M | 44k | 24.18 | |
| LeMaitre Vascular (LMAT) | 0.0 | $1.1M | 13k | 81.10 | |
| Ategrity Specialty In Co Ho (ASIC) | 0.0 | $1.1M | 50k | 21.01 | |
| Dupont De Nemours (DD) | 0.0 | $1.0M | 26k | 40.20 | |
| American Superconductor (AMSC) | 0.0 | $1.0M | 36k | 28.78 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $1.0M | 46k | 22.41 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.0M | 4.8k | 217.06 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.0M | 6.1k | 168.77 | |
| Pebblebrook Hotel Trust (PEB) | 0.0 | $1.0M | 90k | 11.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.0M | 2.2k | 453.36 | |
| Mamamancini's Holdings (MAMA) | 0.0 | $1.0M | 75k | 13.49 | |
| Travelers Companies (TRV) | 0.0 | $1.0M | 3.5k | 290.06 | |
| Qnity Electronics | 0.0 | $1.0M | 12k | 81.65 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $991k | 2.8k | 349.99 | |
| Yum! Brands (YUM) | 0.0 | $989k | 6.5k | 151.28 | |
| Baxter International (BAX) | 0.0 | $984k | 52k | 19.11 | |
| TJX Companies (TJX) | 0.0 | $981k | 6.4k | 153.61 | |
| Compass Minerals International (CMP) | 0.0 | $975k | 50k | 19.64 | |
| Shopify Inc cl a (SHOP) | 0.0 | $971k | 6.0k | 160.97 | |
| Sunopta (STKL) | 0.0 | $964k | 254k | 3.80 | |
| iShares Gold Trust (IAU) | 0.0 | $950k | 12k | 81.17 | |
| Advanced Micro Devices (AMD) | 0.0 | $948k | 4.4k | 214.16 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $944k | 14k | 70.12 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $938k | 40k | 23.34 | |
| Simulations Plus (SLP) | 0.0 | $934k | 51k | 18.23 | |
| Macerich Company (MAC) | 0.0 | $923k | 50k | 18.46 | |
| Timken Company (TKR) | 0.0 | $914k | 11k | 84.13 | |
| Kiniksa Pharmaceuticals Intl P Ord Shs Cl A (KNSA) | 0.0 | $911k | 22k | 41.25 | |
| Applovin Corp Class A (APP) | 0.0 | $910k | 1.4k | 673.82 | |
| Philip Morris International (PM) | 0.0 | $891k | 5.6k | 160.40 | |
| Ptc Therapeutics Conv (Principal) | 0.0 | $889k | 600k | 1.48 | |
| Postal Realty Trust (PSTL) | 0.0 | $888k | 55k | 16.14 | |
| Argenx Se (ARGX) | 0.0 | $883k | 1.1k | 840.95 | |
| Netstreit Corp (NTST) | 0.0 | $882k | 50k | 17.64 | |
| Hayward Hldgs (HAYW) | 0.0 | $873k | 57k | 15.45 | |
| Marvell Technology (MRVL) | 0.0 | $865k | 10k | 84.98 | |
| Wabtec Corporation (WAB) | 0.0 | $865k | 4.1k | 213.45 | |
| Cardinal Infrastructure Grou | 0.0 | $850k | 35k | 24.18 | |
| Realty Income (O) | 0.0 | $848k | 15k | 56.37 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $846k | 9.7k | 87.35 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $838k | 11k | 75.91 | |
| Grid Dynamics Hldgs (GDYN) | 0.0 | $834k | 92k | 9.03 | |
| NET Lease Office Properties (NLOP) | 0.0 | $811k | 31k | 25.79 | |
| Red Cat Hldgs (RCAT) | 0.0 | $796k | 100k | 7.93 | |
| Teradata Corporation (TDC) | 0.0 | $780k | 26k | 30.44 | |
| Goldman Sachs (GS) | 0.0 | $776k | 883.00 | 879.00 | |
| Lamb Weston Hldgs (LW) | 0.0 | $775k | 19k | 41.89 | |
| Nlight (LASR) | 0.0 | $753k | 20k | 37.51 | |
| Community Healthcare Tr (CHCT) | 0.0 | $736k | 45k | 16.42 | |
| PNC Financial Services (PNC) | 0.0 | $730k | 3.5k | 208.73 | |
| Cadence Design Systems (CDNS) | 0.0 | $727k | 2.3k | 312.58 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $718k | 4.9k | 147.01 | |
| Calix (CALX) | 0.0 | $718k | 14k | 52.93 | |
| Arista Networks (ANET) | 0.0 | $716k | 5.5k | 131.03 | |
| Dell Technologies (DELL) | 0.0 | $712k | 5.7k | 125.88 | |
| Carlsmed | 0.0 | $682k | 55k | 12.35 | |
| EQT Corporation (EQT) | 0.0 | $681k | 13k | 53.60 | |
| Phreesia (PHR) | 0.0 | $680k | 40k | 16.92 | |
| Woodside Petroleum (WDS) | 0.0 | $666k | 43k | 15.59 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $658k | 44k | 15.06 | |
| First Solar (FSLR) | 0.0 | $645k | 2.5k | 261.23 | |
| Caterpillar (CAT) | 0.0 | $645k | 1.1k | 572.87 | |
| Ncino (NCNO) | 0.0 | $637k | 25k | 25.64 | |
| Kenvue (KVUE) | 0.0 | $629k | 36k | 17.25 | |
| Boston Scientific Corporation (BSX) | 0.0 | $623k | 6.5k | 95.35 | |
| Seagate Technology (STX) | 0.0 | $599k | 2.2k | 275.39 | |
| American Tower Reit (AMT) | 0.0 | $597k | 3.4k | 175.57 | |
| Spotify Technology Sa (SPOT) | 0.0 | $595k | 1.0k | 580.71 | |
| Walker & Dunlop (WD) | 0.0 | $565k | 9.4k | 60.15 | |
| Trane Technologies (TT) | 0.0 | $564k | 1.5k | 389.20 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $547k | 3.2k | 173.49 | |
| Lovesac Company (LOVE) | 0.0 | $525k | 36k | 14.75 | |
| Cpi Card Group (PMTS) | 0.0 | $516k | 35k | 14.68 | |
| Church & Dwight (CHD) | 0.0 | $506k | 6.0k | 83.85 | |
| CPI Aerostructures (CVU) | 0.0 | $504k | 127k | 3.96 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $504k | 14k | 37.00 | |
| Ambiq Micro | 0.0 | $487k | 17k | 28.50 | |
| Biomarin Pharmaceutical Conv (Principal) | 0.0 | $479k | 500k | 0.96 | |
| Docusign (DOCU) | 0.0 | $477k | 7.0k | 68.40 | |
| Orthopediatrics Corp. (KIDS) | 0.0 | $474k | 27k | 17.76 | |
| Nutanix Inc cl a (NTNX) | 0.0 | $463k | 9.0k | 51.69 | |
| Cohen & Steers (CNS) | 0.0 | $438k | 7.0k | 62.78 | |
| Core Labs Nv (CLB) | 0.0 | $432k | 27k | 16.03 | |
| Network Associates Inc cl a (NET) | 0.0 | $424k | 2.2k | 197.15 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $410k | 5.3k | 77.68 | |
| On Hldg (ONON) | 0.0 | $393k | 8.5k | 46.48 | |
| Eni S.p.A. (E) | 0.0 | $375k | 9.9k | 37.94 | |
| Firstservice Corp (FSV) | 0.0 | $369k | 2.4k | 155.53 | |
| Lowe's Companies (LOW) | 0.0 | $351k | 1.5k | 241.16 | |
| Altria (MO) | 0.0 | $346k | 6.0k | 57.66 | |
| Nextera Energy (NEE) | 0.0 | $335k | 4.2k | 80.28 | |
| Ftai Aviation (FTAI) | 0.0 | $325k | 1.7k | 196.85 | |
| Total Sa New Ord F (TTFNF) | 0.0 | $324k | 5.0k | 65.42 | |
| UMB Financial Corporation (UMBF) | 0.0 | $322k | 2.8k | 115.04 | |
| Diamondback Energy (FANG) | 0.0 | $317k | 2.1k | 150.33 | |
| Starz Entmt Corp (STRZ) | 0.0 | $312k | 27k | 11.70 | |
| Apellis Pharmaceuticals Conv (Principal) | 0.0 | $308k | 300k | 1.03 | |
| Novartis (NVS) | 0.0 | $295k | 2.1k | 137.87 | |
| Chubb (CB) | 0.0 | $286k | 915.00 | 312.12 | |
| Illinois Tool Works (ITW) | 0.0 | $283k | 1.1k | 246.30 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $282k | 495.00 | 570.21 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $276k | 1.6k | 177.37 | |
| Ares Capital Corporation (ARCC) | 0.0 | $269k | 13k | 20.23 | |
| J.M. Smucker Company (SJM) | 0.0 | $262k | 2.7k | 97.81 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $246k | 2.1k | 119.75 | |
| Dollar General (DG) | 0.0 | $246k | 1.9k | 132.77 | |
| AFLAC Incorporated (AFL) | 0.0 | $239k | 2.2k | 110.27 | |
| MarketAxess Holdings (MKTX) | 0.0 | $238k | 1.3k | 181.25 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $233k | 1.9k | 125.82 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $230k | 2.3k | 99.39 | |
| Automatic Data Processing (ADP) | 0.0 | $219k | 850.00 | 257.23 | |
| Federal Signal Corporation (FSS) | 0.0 | $218k | 2.0k | 108.59 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $216k | 3.2k | 68.11 | |
| Devon Energy Corporation (DVN) | 0.0 | $206k | 5.6k | 36.63 | |
| Schneider Elect Sa-unsp (SBGSY) | 0.0 | $204k | 3.7k | 55.18 | |
| Selectquote Ord (SLQT) | 0.0 | $21k | 15k | 1.41 |