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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Thrivent Financial for Lutherans

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0000950123-25-004759

Total Value
$28.6M
Positions
2,985
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,015,357$610,7732.61%
2MICROSOFT CORPMSFT1,118,010$419,6901.79%
3APPLE INCAAPL1,792,780$398,2301.70%
4NVIDIA CORPORATIONNVDA3,510,905$380,5121.62%
5AMAZON COM INCAMZN1,709,032$325,1601.39%
6META PLATFORMS INCMETA549,778$316,8701.35%
7ALPHABET INCGOOG1,734,091$270,9171.16%
8ISHARES TR46435U8535,246,365$193,1190.82%
9EXPAND ENERGY CORPORATIONEXE1,619,496$180,2820.77%
10KINSALE CAP GROUP INC49714P108354,169$172,3780.74%
11VANGUARD INDEX FDS922908363309,757$170,4800.73%
12VISA INCV410,917$144,0100.61%
13JPMORGAN CHASE & CO.VYLD543,708$133,3720.57%
14MICROSOFT CORPMSFT335,046$125,7730.54%
15TRIMBLE INCTRMB1,910,954$125,4540.54%
16SPDR SER TR78468R6221,274,400$121,4500.52%
17ISHARES TR464287200214,911$120,7580.52%
18WELLS FARGO CO NEW9497461011,681,367$120,7050.52%
19UNITEDHEALTH GROUP INCUNH230,255$120,5960.51%
20ELI LILLY & COLLY144,427$119,2840.51%
21CHAMPION HOMES INCSKY1,205,463$114,2300.49%
22PHILIP MORRIS INTL INC718172109716,596$113,7450.49%
23STEEL DYNAMICS INCSTLD901,942$112,8150.48%
24SPDR S&P 500 ETF TRSPY201,422$112,6730.48%
25EXXON MOBIL CORPXOM941,261$111,9440.48%
26INTERNATIONAL BUSINESS MACHSINTR449,959$111,8870.48%
27DOCUSIGN INCDOCU1,368,063$111,3600.48%
28SBA COMMUNICATIONS CORP NEWSBAC485,986$106,9220.46%
29TIMKEN COTKR1,475,588$106,0510.45%
30DEVON ENERGY CORP NEW25179M1032,759,521$103,2060.44%
31QUALCOMM INCQCOM669,513$102,8440.44%
32FIDELITY MERRIMACK STR TR3161883092,214,257$101,0810.43%
33TESLA INCTSLA388,878$100,7820.43%
34WELLS FARGO CO NEW9497461011,398,382$100,3900.43%
35WESTERN ALLIANCE BANCORPWAL-PA1,299,120$99,8110.43%
36META PLATFORMS INCMETA172,057$99,1670.42%
37APPLE INCAAPL443,177$98,4430.42%
38BROADCOM INCAVGO586,500$98,1980.42%
39BANK AMERICA CORP0605051042,311,255$96,4490.41%
40GARMIN LTDGRMN441,184$95,7940.41%
41EXXON MOBIL CORPXOM768,796$91,4330.39%
42ALLY FINL INC02005N1002,505,190$91,3640.39%
43PHILIP MORRIS INTL INC718172109567,417$90,0660.38%
44HOWMET AEROSPACE INCHWM694,225$90,0620.38%
45HOME DEPOT INCHD245,287$89,8950.38%
46JOHNSON & JOHNSONJNJ541,318$89,7720.38%
47UNITED RENTALS INCURI140,436$88,0110.38%
48ISHARES TR464287614219,575$87,4970.37%
49NVIDIA CORPORATIONNVDA795,545$86,2210.37%
50ISHARES TR464287309850,861$85,9950.37%
51NVR INCNVR11,861$85,9260.37%
52ISHARES TR46432F339465,047$85,6990.37%
53ARCH CAP GROUP LTDG0450A105868,351$83,5180.36%
54SERVICENOW INCNOW104,013$82,8090.35%
55CISCO SYS INCCSCO1,336,925$82,5020.35%
56BJS WHSL CLUB HLDGS INC05550J101704,594$80,3940.34%
57VERIZON COMMUNICATIONS INCVZ1,763,477$79,9910.34%
58ISHARES TR4642888771,445,515$79,2140.34%
59FASTENAL COFAST1,017,585$78,9140.34%
60TRADEWEB MKTS INC892672106531,210$78,8630.34%
61BANK AMERICA CORP0605051041,876,586$78,3100.33%
62CENTERPOINT ENERGY INCCNP2,139,955$77,5310.33%
63NISOURCE INCNI1,893,266$75,9010.32%
64JPMORGAN CHASE & CO.VYLD309,119$75,8270.32%
65ALLIANT ENERGY CORPLNT1,171,989$75,4170.32%
66JOHNSON & JOHNSONJNJ451,171$74,8220.32%
67SCHWAB CHARLES CORPSCHW-PJ953,925$74,6730.32%
68ENTERGY CORP NEWENO863,390$73,8110.32%
69CONOCOPHILLIPSCOP702,456$73,7720.31%
70PROGYNY INCPGNY3,301,150$73,7480.31%
71ROCKWELL AUTOMATION INCROK284,165$73,4230.31%
72ALPHABET INCGOOG468,128$73,1360.31%
73SALESFORCE INCCRM268,736$72,1180.31%
74UBER TECHNOLOGIES INCUBER985,653$71,8150.31%
75ISHARES TR46434V6131,562,125$71,6340.31%
76CASEYS GEN STORES INC147528103164,542$71,4180.30%
77NORTHERN TR CORPNTRSO712,088$70,2470.30%
78INTERCONTINENTAL EXCHANGE IN45866F104400,981$69,1690.30%
79CISCO SYS INCCSCO1,118,030$68,9940.29%
80UNITEDHEALTH GROUP INCUNH130,272$68,2300.29%
81AMERIPRISE FINL INC03076C106140,833$68,1790.29%
82RLI CORPRLI842,047$67,6420.29%
83DUKE ENERGY CORP NEWDUKB551,572$67,2750.29%
84AMAZON COM INCAMZN351,358$66,8490.29%
85VERIZON COMMUNICATIONS INCVZ1,457,049$66,0920.28%
86ISHARES TR464287226664,812$65,3440.28%
87OLD DOMINION FREIGHT LINE INODFL394,164$65,2140.28%
88LULULEMON ATHLETICA INCLULU228,780$64,7580.28%
89CIENA CORPCIEN1,071,059$64,7240.28%
90BLACKROCK ETF TRUSTBLK1,231,709$64,4750.28%
91QORVO INCQRVO875,506$63,3950.27%
92QUANTA SVCS INC74762E102247,964$63,0270.27%
93WYNDHAM HOTELS & RESORTS INCWH689,668$62,4220.27%
94ENTERGY CORP NEWENO728,849$62,3090.27%
95ISHARES TR464288513772,800$60,9660.26%
96INTERNATIONAL BUSINESS MACHSINTR245,078$60,9410.26%
97ZIONS BANCORPORATION N A9897011071,206,195$60,1410.26%
98APPLE INCAAPL270,237$60,0280.26%
99ENTERPRISE PRODS PARTNERS L2937921071,751,121$59,7830.26%
100WALMART INCWMT679,328$59,6380.25%
101VARONIS SYS INCVRNS1,471,694$59,5300.25%
102SYSCO CORPSYY788,551$59,1730.25%
103WATERS CORP941848103159,350$58,7320.25%
104NATIONAL STORAGE AFFILIATESNSA-PB1,490,618$58,7300.25%
105SCHWAB CHARLES CORPSCHW-PJ744,401$58,2720.25%
106DANAHER CORPORATION235851102281,775$57,7640.25%
107TCW ETF TRUST29287L106803,360$56,3920.24%
108DUKE ENERGY CORP NEWDUKB461,940$56,3430.24%
109CATERPILLAR INCCAT169,810$56,0030.24%
110GILEAD SCIENCES INCGILD499,045$55,9180.24%
111RADIAN GROUP INCRDN1,675,088$55,3950.24%
112VISTRA CORPVST459,882$54,0090.23%
113LEIDOS HOLDINGS INCLDOS399,321$53,8840.23%
114QUALCOMM INCQCOM349,852$53,7410.23%
115FASTENAL COFAST689,214$53,4490.23%
116INVESCO EXCH TRADED FD TR IIIVZ251,852$53,2670.23%
117VANGUARD TAX-MANAGED FDS9219438581,036,368$52,6790.22%
118HUNT J B TRANS SVCS INC445658107353,912$52,3610.22%
119HOULIHAN LOKEY INCHLI323,206$52,1980.22%
120PENUMBRA INCPEN194,477$52,0050.22%
121SOUTHWEST AIRLS CO8447411081,544,757$51,8730.22%
122FIRST INDL RLTY TR INC32054K103955,216$51,5430.22%
123EXPEDITORS INTL WASH INC302130109425,805$51,2030.22%
124HONEYWELL INTL INC438516106239,138$50,6370.22%
125CHUBB LIMITEDCB166,778$50,3650.22%
126AMGEN INCAMGN161,496$50,3140.21%
127WNS HLDGS LTDG98196101815,774$50,1620.21%
128SYSCO CORPSYY667,191$50,0660.21%
129MERCK & CO INCMRK557,422$50,0340.21%
130ENTERPRISE PRODS PARTNERS L2937921071,460,539$49,8630.21%
131TTM TECHNOLOGIES INCTTMI2,421,015$49,6550.21%
132INTERCONTINENTAL EXCHANGE IN45866F104284,687$49,1090.21%
133INTUITIVE SURGICAL INCISRG97,980$48,5270.21%
134KEYCORP4932671083,031,024$48,4660.21%
135ISHARES TR464287309517,989$48,0850.21%
136LINCOLN ELEC HLDGS INC533900106254,203$48,0850.21%
137GILEAD SCIENCES INCGILD425,581$47,6860.20%
138SANOFISNYNF859,348$47,6590.20%
139SCHWAB STRATEGIC TR8085245081,611,068$47,4940.20%
140NEUROCRINE BIOSCIENCES INCNBIX429,351$47,4860.20%
141CSX CORPCSX1,611,983$47,4410.20%
142ISHARES TR464288885460,002$46,7020.20%
143CONOCOPHILLIPSCOP442,499$46,4710.20%
144VANGUARD INDEX FDS922908744267,156$46,1490.20%
145BARRETT BUSINESS SVCS INC0684631081,114,488$45,8610.20%
146SANFILIPPO JOHN B & SON INCJBSS643,735$45,6150.19%
147AXON ENTERPRISE INCAXON85,810$45,1320.19%
148FIRST TR EXCHNG TRADED FD VI33740F8051,032,722$45,1200.19%
149AIR LEASE CORPAIIR933,799$45,1120.19%
150FEDERAL AGRIC MTG CORP313148306239,991$45,0010.19%
151CAPITAL ONE FINL CORP14040H105250,903$44,9870.19%
152AGREE RLTY CORP008492100582,579$44,9690.19%
153DECKERS OUTDOOR CORPDECK401,133$44,8510.19%
154LOWES COS INC548661107191,738$44,7190.19%
155SPDR SER TR78464A409503,986$44,0890.19%
156WEST FRASER TIMBER CO LTDWFG572,014$44,0110.19%
157CROWN CASTLE INCCCI421,809$43,9650.19%
158SHARKNINJA INCSN524,032$43,7100.19%
159SPDR SER TR78464A854620,146$43,6710.19%
160ZIMMER BIOMET HOLDINGS INCZBH385,059$43,5810.19%
161GLACIER BANCORP INC NEWGBCI984,438$43,5320.19%
162KENVUE INCKVUE1,812,587$43,4660.19%
163TERRENO RLTY CORP88146M101686,463$43,3980.19%
164DAYFORCE INC15677J108736,579$42,9650.18%
165HONEYWELL INTL INC438516106201,891$42,7500.18%
166EBAY INC.EBAY628,061$42,5390.18%
167CHUBB LIMITEDCB140,802$42,5210.18%
168VANGUARD INDEX FDS922908751165,305$42,3590.18%
169MERCK & CO INCMRK470,603$42,2410.18%
170ISHARES TR464288588453,668$42,1710.18%
171CNH INDL N VN209441093,423,648$42,0420.18%
172TYSON FOODS INCTSN658,142$41,9960.18%
173GENERAL DYNAMICS CORPGD153,930$41,9580.18%
174PUBLIC SVC ENTERPRISE GRP IN744573106509,721$41,9500.18%
175APPLIED MATLS INC038222105287,198$41,6780.18%
176DATADOG INCDDOG419,944$41,6630.18%
177COMCAST CORP NEWCCZ1,128,805$41,6530.18%
178FABRINETFN210,877$41,6500.18%
179COGENT COMMUNICATIONS HLDGSCCOI679,116$41,6370.18%
180ENCOMPASS HEALTH CORPEHC411,037$41,6300.18%
181NUCOR CORPNUE345,547$41,5830.18%
182MICROSOFT CORPMSFT98,800$41,3380.18%
183FLOWSERVE CORPFLS842,673$41,1560.18%
184NVIDIA CORPORATIONNVDA281,563$41,1010.18%
185INVESCO EXCHANGE TRADED FD TIVZ383,735$40,8410.17%
186JOHN HANCOCK EXCHANGE TRADED47804J206639,594$40,7230.17%
187CF INDS HLDGS INC125269100520,161$40,6510.17%
188EXLSERVICE HOLDINGS INCEXLS855,641$40,3950.17%
189DEVON ENERGY CORP NEW25179M1031,064,298$39,8050.17%
190METLIFE INCMET-PF493,561$39,6280.17%
191MOOG INCMOG-B228,112$39,5430.17%
192CENTENE CORP DELCNC646,884$39,2720.17%
193ZOETIS INCZTS238,189$39,2180.17%
194ISHARES TR464287598199,569$39,2030.17%
195SANOFISNYNF697,897$38,7050.17%
196BANK NEW YORK MELLON CORP064058100460,738$38,6420.16%
197YUM CHINA HLDGS INCYUMC739,551$38,5010.16%
198ISHARES TR464287234879,132$38,4180.16%
199EXPEDIA GROUP INCEXPE228,465$38,4050.16%
200J & J SNACK FOODS CORPJJSF291,165$38,3520.16%
201ISHARES TR46428720068,204$38,3240.16%
202DOORDASH INCDASH209,385$38,2690.16%
203CAPITAL ONE FINL CORP14040H105211,974$38,0070.16%
204ROBERT HALF INC.RHI695,918$37,9620.16%
205AMERICAN INTL GROUP INC026874784436,521$37,9510.16%
206TEXAS ROADHOUSE INCTXRH227,558$37,9180.16%
207CHEMED CORP NEWCHE61,374$37,7650.16%
208MASTERBRAND INCMBC2,889,124$37,7320.16%
209PROSPERITY BANCSHARES INCPB527,518$37,6490.16%
210THE CIGNA GROUP125523100114,324$37,6130.16%
211BERKSHIRE HATHAWAY INC DELBRK-A70,608$37,6040.16%
212EXTRA SPACE STORAGE INCEXR252,517$37,4960.16%
213KNIGHT-SWIFT TRANSN HLDGS IN499049104862,130$37,4940.16%
214LANCASTER COLONY CORPMZTI214,180$37,4820.16%
215CHIPOTLE MEXICAN GRILL INCCMG743,538$37,3330.16%
216LOWES COS INC548661107159,367$37,1690.16%
217KORN FERRYKFY547,809$37,1580.16%
218REPLIGEN CORPRGEN291,218$37,0550.16%
219ZIMMER BIOMET HOLDINGS INCZBH325,085$36,7930.16%
220L3HARRIS TECHNOLOGIES INCLHX175,306$36,6930.16%
221KENVUE INCKVUE1,523,776$36,5400.16%
222UFP INDUSTRIES INCUFPI340,211$36,4160.16%
223FIDELITY COVINGTON TRUST316092782571,800$36,3440.16%
224SONY GROUP CORPSNEJF1,428,922$36,2800.15%
225TAIWAN SEMICONDUCTOR MFG LTD874039100218,452$36,2630.15%
226CROCS INCCROX340,935$36,2070.15%
227VANGUARD TAX-MANAGED FDS921943858717,290$36,0320.15%
228HUMANA INCHUM135,667$35,8970.15%
229JFROG LTDFROG1,119,824$35,8340.15%
230TRIUMPH FINANCIAL INCTFIN-P616,422$35,6290.15%
231ON SEMICONDUCTOR CORPON872,421$35,4990.15%
232CNH INDL N VN209441092,890,406$35,4940.15%
233GENERAL DYNAMICS CORPGD130,014$35,4390.15%
234SAREPTA THERAPEUTICS INCSRPT330,190$35,2480.15%
235LABCORP HOLDINGS INCLH151,351$35,2250.15%
236CROWN CASTLE INCCCI337,439$35,1710.15%
237UNITED THERAPEUTICS CORP DELUTHR114,003$35,1440.15%
238NUCOR CORPNUE292,012$35,1410.15%
239SPDR SER TR78468R4081,394,700$35,0910.15%
240PUBLIC SVC ENTERPRISE GRP IN744573106425,527$35,0210.15%
241BOEING COBA-PA583,152$34,8900.15%
242COMCAST CORP NEWCCZ943,882$34,8290.15%
243FLOWSERVE CORPFLS712,205$34,7840.15%
244ISHARES TR46428761496,312$34,7770.15%
245DISCOVER FINL SVCS254709108203,669$34,7660.15%
246MATADOR RES COMTDR678,020$34,6400.15%
247CSX CORPCSX1,174,345$34,5610.15%
248TECHNIPFMC PLCFTI1,089,960$34,5410.15%
249HELIOS TECHNOLOGIES INCHLIO1,071,290$34,3780.15%
250CF INDS HLDGS INC125269100439,350$34,3350.15%
251SPDR SER TR78464A6641,255,396$34,3350.15%
252ALLSTATE CORPALL-PJ165,467$34,2630.15%
253DELTA AIR LINES INC DELDAL784,926$34,2230.15%
254TD SYNNEX CORPORATIONSNX328,084$34,1080.15%
255ISHARES TR46432F842458,564$33,8510.14%
256ISHARES TR464287721210,989$33,8420.14%
257ISHARES INC46434G103609,005$33,7620.14%
258LITTELFUSE INCLFUS170,494$33,5430.14%
259METLIFE INCMET-PF416,686$33,4560.14%
260BWX TECHNOLOGIES INCBWXT336,913$33,2360.14%
261AMERIPRISE FINL INC03076C10668,441$33,1330.14%
262SPDR SER TR78464A508608,622$33,0660.14%
263TWIST BIOSCIENCE CORPTWST836,441$32,8390.14%
264F N B CORP3025201012,437,221$32,7810.14%
265BANK NEW YORK MELLON CORP064058100390,234$32,7290.14%
266SPIRE INCSRJN417,977$32,7070.14%
267FORTINET INCFTNT339,678$32,6970.14%
268SCHNEIDER NATIONAL INCSNDR1,427,579$32,6200.14%
269CUSHMAN WAKEFIELD PLCCWK3,187,149$32,5730.14%
270YUM CHINA HLDGS INCYUMC625,189$32,5470.14%
271BEST BUY INCBBY438,916$32,3090.14%
272VANGUARD SCOTTSDALE FDS92206C714374,241$32,2630.14%
273UGI CORP NEW902681105975,165$32,2490.14%
274ISHARES TR46429B2671,400,360$32,1870.14%
275AMERICAN EXPRESS COAXP119,573$32,1710.14%
276AMERICAN INTL GROUP INC026874784368,531$32,0400.14%
277ISHARES TR464288414298,199$32,0210.14%
278ISHARES INC46434G764542,909$31,9460.14%
279GRAND CANYON ED INCLOPE184,468$31,9170.14%
280CELANESE CORP DELCE560,703$31,8310.14%
281OLD DOMINION FREIGHT LINE INODFL192,014$31,7690.14%
282UNITED PARCEL SERVICE INCUPS288,802$31,7650.14%
283THE CIGNA GROUP12552310096,519$31,7550.14%
284ISHARES TR464287804251,849$31,7440.14%
285MONGODB INCMDB179,452$31,4760.13%
286STEVANATO GROUP S P ASTVN1,535,464$31,3540.13%
287BOOKING HOLDINGS INCBKNG6,733$31,0180.13%
288L3HARRIS TECHNOLOGIES INCLHX148,003$30,9790.13%
289CONSTELLATION ENERGY CORPCEG153,262$30,9020.13%
290BANK OF NT BUTTERFIELD&SON LG0772R208791,457$30,8040.13%
291FIRST CTZNS BANCSHARES INC N31946M10316,593$30,7650.13%
292CDW CORPCDW191,375$30,6700.13%
293SONY GROUP CORPSNEJF1,206,363$30,6300.13%
294TAIWAN SEMICONDUCTOR MFG LTD874039100184,427$30,6150.13%
295KEYCORP4932671081,911,351$30,5620.13%
296HEALTHCARE RLTY TR42226K1051,808,281$30,5600.13%
297ADVANCE AUTO PARTS INCAAP771,346$30,2440.13%
298BERKSHIRE HATHAWAY INC DELBRK-A56,583$30,1350.13%
299CBRE GROUP INCCBRE230,058$30,0870.13%
300LABCORP HOLDINGS INCLH127,989$29,7880.13%
301WYNDHAM HOTELS & RESORTS INCWH328,632$29,7440.13%
302GREIF INCGEF-B539,585$29,6720.13%
303LANDSTAR SYS INCLSTR197,444$29,6560.13%
304SCHWAB STRATEGIC TR8085247971,011,123$29,5970.13%
305POST HLDGS INCPOST24,787,000$29,5460.13%
306PIMCO ETF TR72201R775321,966$29,5240.13%
307DISCOVER FINL SVCS254709108172,778$29,4930.13%
308EASTMAN CHEM COEMN334,165$29,4430.13%
309ALBEMARLE CORPALB-PA408,511$29,4210.13%
310INGEVITY CORPNGVT739,879$29,2920.13%
311BANK AMERICA CORP06050568223,724$29,2890.13%
312NIKE INCNKE461,178$29,2760.12%
313WELLS FARGO CO NEW94974680424,370$29,2640.12%
314JACOBS SOLUTIONS INCJ241,580$29,2050.12%
315TRONOX HOLDINGS PLCTROX4,135,970$29,1170.12%
316ECOLAB INCECL114,274$28,9710.12%
317DELTA AIR LINES INC DELDAL662,672$28,8920.12%
318UNITED STATES STL CORPUNTCW9,075,000$28,6950.12%
319PORTLAND GEN ELEC CO736508847642,800$28,6690.12%
320TD SYNNEX CORPORATIONSNX275,728$28,6650.12%
321ALLSTATE CORPALL-PJ137,620$28,4970.12%
322PG&E CORPPCG-PX26,906,000$28,4260.12%
323PEGASYSTEMS INCPEGA406,973$28,2930.12%
324ISHARES TR464288521461,588$28,1520.12%
325WESTERN DIGITAL CORPWDC21,890,000$28,1510.12%
326ELI LILLY & COLLY33,780$27,8990.12%
327CORTEVA INCCTVA443,319$27,8980.12%
328NASDAQ INCNDAQ364,799$27,6740.12%
329MEDTRONIC PLCMDT306,210$27,5160.12%
330BRUNSWICK CORPBC-PC508,487$27,3820.12%
331NUSHARES ETF TRNU642,293$27,2970.12%
332PEBBLEBROOK HOTEL TRPEB-PH29,168,000$27,2580.12%
333J P MORGAN EXCHANGE TRADED F46641Q654535,925$27,2520.12%
334SMUCKER J M CO832696405228,846$27,0980.12%
335SSGA ACTIVE ETF TR78467V848671,650$26,9260.11%
336UNITED PARCEL SERVICE INCUPS243,820$26,8180.11%
337VISTRA CORPVST228,128$26,7910.11%
338GROUP 1 AUTOMOTIVE INCGPI70,085$26,7690.11%
339ISHARES TR464289438113,874$26,4160.11%
340HUNT J B TRANS SVCS INC445658107177,979$26,3320.11%
341ISHARES TR46435G516328,446$26,0980.11%
342ALIGN TECHNOLOGY INCALGN163,992$26,0520.11%
343FIRST CTZNS BANCSHARES INC N31946M10314,024$26,0020.11%
344REGENERON PHARMACEUTICALSREGN40,814$25,8850.11%
345HEALTHCARE RLTY TR42226K1051,527,748$25,8190.11%
346TURNING PT BRANDS INC90041L105432,914$25,7320.11%
347AMPHENOL CORP NEW032095101392,160$25,7220.11%
348CONSTELLATION ENERGY CORPCEG127,111$25,6290.11%
349BRIDGEWATER BANCSHARES INCBWBBP1,841,899$25,5840.11%
350D R HORTON INC23331A109201,106$25,5670.11%
351BOOKING HOLDINGS INCBKNG5,521$25,4350.11%
352BROADCOM INCAVGO151,192$25,3140.11%
353EQUINIX INCEQIX31,039$25,3080.11%
354CBRE GROUP INCCBRE193,277$25,2770.11%
355ISHARES TR46432F834361,411$25,1150.11%
356SCHWAB STRATEGIC TR808524763783,575$25,0430.11%
357MARATHON PETE CORPMARA171,471$24,9820.11%
358COLUMBIA SPORTSWEAR COCOLM329,999$24,9780.11%
359EASTMAN CHEM COEMN281,955$24,8430.11%
360ISHARES TR464287226250,338$24,7630.11%
361AUTODESK INCADSK94,319$24,6930.11%
362JACOBS SOLUTIONS INCJ203,954$24,6560.11%
363ISHARES TR464287408120,666$24,4150.10%
364ISHARES TR464287440254,428$24,2650.10%
365MASTERCARD INCORPORATEDMA44,081$24,1620.10%
366NOBLE CORP PLCNE-WT1,019,244$24,1560.10%
367BOOT BARN HLDGS INCBOOT223,693$24,0310.10%
368COHU INCCOHU1,621,684$23,8550.10%
369GUIDEWIRE SOFTWARE INCGWRE126,849$23,7660.10%
370MEDPACE HLDGS INCMEDP77,605$23,6450.10%
371CORTEVA INCCTVA375,475$23,6290.10%
372SELECT SECTOR SPDR TR81369Y886295,067$23,4280.10%
373TESLA INCTSLA90,377$23,4220.10%
374OLIN CORPOLN957,476$23,2090.10%
375SHELL PLCRYDAF315,031$23,0850.10%
376SELECT SECTOR SPDR TR81369Y704160,977$23,0490.10%
377CONCENTRA GROUP HOLDINGS PARCON1,061,996$23,0450.10%
378BERKSHIRE HATHAWAY INC DELBRK-A42,928$22,8630.10%
379SMUCKER J M CO832696405192,455$22,7890.10%
380ALPHABET INCGOOG146,869$22,7120.10%
381AMAZON COM INCAMZN116,732$22,2090.09%
382ESSENTIAL PPTYS RLTY TR INC29670E107679,620$22,1830.09%
383PLEXUS CORPPLXS172,165$22,0600.09%
384ISHARES TR46432F339128,818$22,0140.09%
385SPDR INDEX SHS FDS78463X509546,141$21,9930.09%
386SPDR S&P 500 ETF TRSPY38,913$21,7670.09%
387NUSHARES ETF TRNU243,263$21,7600.09%
388D R HORTON INC23331A109170,111$21,6260.09%
389CATERPILLAR INCCAT65,571$21,6250.09%
390ISHARES TR464287499231,127$21,6000.09%
391ISHARES TR46429B663181,831$21,5980.09%
392VANECK ETF TRUST92189F67684,972$21,5430.09%
393ISHARES TR464288885214,757$21,4760.09%
394OREILLY AUTOMOTIVE INC67103H10714,991$21,4760.09%
395WARNER BROS DISCOVERY INCWBD1,972,092$21,1610.09%
396MARATHON PETE CORPMARA144,764$21,0910.09%
397FIDELITY MERRIMACK STR TR316188309460,786$21,0210.09%
398VISA INCV59,860$20,9790.09%
399PIMCO ETF TR72201R866398,420$20,7780.09%
400EA SERIES TRUST02072L607592,313$20,5060.09%
401SCHWAB STRATEGIC TR8085248051,045,266$20,4560.09%
402BOSTON SCIENTIFIC CORPBSX201,504$20,3280.09%
403APTIV PLCAPTV341,497$20,3190.09%
404COTY INCCOTY3,704,836$20,2650.09%
405ISHARES TR464287408106,193$20,2380.09%
406LAMB WESTON HLDGS INCLW379,614$20,2330.09%
407ISHARES TR464288158190,028$20,0670.09%
408AVALONBAY CMNTYS INCAWX92,875$19,9330.09%
409HALLIBURTON COHAL784,989$19,9150.09%
410SPDR SER TR78464A367853,084$19,8510.08%
411FIDELITY COVINGTON TRUST31609A305562,185$19,7100.08%
412NETFLIX INCNFLX21,047$19,6270.08%
413UGI CORP NEW902681105592,438$19,5920.08%
414VANGUARD SCOTTSDALE FDS92206C706334,750$19,5880.08%
415SHELL PLCRYDAF265,964$19,4900.08%
416LINDE PLCLIN41,394$19,2750.08%
417ONTO INNOVATION INCONTO158,637$19,2490.08%
418VANGUARD INDEX FDS92290865295,707$19,2470.08%
419ISHARES TR46435U549406,269$19,1540.08%
420SCHWAB STRATEGIC TR808524409693,157$19,1100.08%
421SOUTHERN COSOMN17,123,000$19,0580.08%
422ABBOTT LABSABLZF143,079$18,9790.08%
423ISHARES TR464288638362,331$18,9540.08%
424ISHARES TR464287507320,433$18,6970.08%
425ALPHABET INCGOOG103,436$18,6410.08%
426MARSH & MCLENNAN COS INC57174810276,232$18,6030.08%
427UNIVERSAL DISPLAY CORPOLED133,028$18,5550.08%
428SELECT SECTOR SPDR TR81369Y80378,543$18,5260.08%
429UNION PAC CORPUNP76,547$18,5200.08%
430TRANE TECHNOLOGIES PLCTT54,884$18,4920.08%
431UBER TECHNOLOGIES INCUBER15,025,000$18,2850.08%
432FORD MTR CO345370CZ118,552,000$18,1620.08%
433AGILENT TECHNOLOGIES INCA155,133$18,1470.08%
434PROGRESSIVE CORP74331510363,868$18,0750.08%
435AMGEN INCAMGN57,751$17,9920.08%
436NORTHWESTERN ENERGY GROUP INNWE310,548$17,9710.08%
437AUTOMATIC DATA PROCESSING INADP58,699$17,9340.08%
438LAMB WESTON HLDGS INCLW335,998$17,9090.08%
439WARNER BROS DISCOVERY INCWBD1,666,944$17,8860.08%
440VANGUARD BD INDEX FDS921937819234,748$17,7770.08%
441ISHARES TR464287465224,224$17,7520.08%
442SABRA HEALTH CARE REIT INCSBRA1,014,019$17,7150.08%
443ENERPAC TOOL GROUP CORPEPAC392,136$17,5910.08%
444VERTEX PHARMACEUTICALS INCVRTX36,249$17,5740.08%
445SPDR SER TR78468R663191,726$17,5560.07%
446LIVE NATION ENTERTAINMENT INLYV12,485,000$17,3480.07%
447DANAHER CORPORATION23585110284,236$17,2680.07%
448APTIV PLCAPTV289,262$17,2110.07%
449COTY INCCOTY3,127,797$17,1090.07%
450APOLLO GLOBAL MGMT INC03769M304232,180$17,0440.07%
451HEXCEL CORP NEW428291108310,395$16,9970.07%
452AVANTOR INCAVTR1,047,010$16,9720.07%
453VANGUARD SCOTTSDALE FDS92206C870206,615$16,8930.07%
454HALLIBURTON COHAL663,900$16,8430.07%
455AMERICAN EXPRESS COAXP62,467$16,8070.07%
456ECOLAB INCECL66,090$16,7550.07%
457HOME DEPOT INCHD45,236$16,5790.07%
458MSCI INCMSCI29,306$16,5730.07%
459NASDAQ INCNDAQ216,961$16,4590.07%
460ISHARES TR46428762249,751$16,3950.07%
461ON SEMICONDUCTOR CORPON18,893,000$16,2730.07%
462IES HLDGS INCIESC97,879$16,1610.07%
463THERMO FISHER SCIENTIFIC INCTMO32,401$16,1230.07%
464EXXON MOBIL CORPXOM135,403$16,1030.07%
465VERISK ANALYTICS INCVRSK54,018$16,0770.07%
466ISHARES TR46435U853429,644$16,0600.07%
467EOG RES INCEOG125,095$16,0420.07%
468MEDTRONIC PLCMDT177,329$15,9350.07%
469IDEXX LABS INC45168D10437,492$15,7450.07%
470META PLATFORMS INCMETA26,919$15,7130.07%
471MARSH & MCLENNAN COS INC57174810264,358$15,7050.07%
472CNX RES CORPCNX6,360,000$15,6520.07%
473CHEFS WHSE INC163086AE111,253,000$15,6080.07%
474AMPHENOL CORP NEW032095101235,429$15,4420.07%
475SALESFORCE INCCRM57,445$15,4160.07%
476DUKE ENERGY CORP NEWDUKB14,200,000$15,3900.07%
477VIEMED HEALTHCARE INCVMD2,112,221$15,3770.07%
478PEABODY ENGR CORP704551AD214,842,000$15,3100.07%
479SERVICENOW INCNOW19,185$15,2740.07%
480INSULET CORPPODD58,106$15,2590.07%
481PALANTIR TECHNOLOGIES INCPLTR180,002$15,1920.06%
482E L F BEAUTY INCELF240,106$15,0760.06%
483COSTCO WHSL CORP NEW22160K10515,978$14,9090.06%
484ISHARES TR464287432161,533$14,8870.06%
485LA Z BOY INCLZB375,538$14,6800.06%
486MILLER INDS INC TENN600551204344,332$14,5890.06%
487COLUMBIA SPORTSWEAR COCOLM191,277$14,4780.06%
488SSGA ACTIVE ETF TR78467V608344,875$14,4710.06%
489HEXCEL CORP NEW428291108262,828$14,3920.06%
490AVANTOR INCAVTR885,094$14,3470.06%
491ISHARES TR464288661123,295$14,3150.06%
492VANGUARD WHITEHALL FDS921946885220,221$14,2880.06%
493AUTODESK INCADSK54,429$14,2500.06%
494SELECT SECTOR SPDR TR81369Y308176,781$14,2380.06%
495MOTOROLA SOLUTIONS INCMSI32,495$14,2270.06%
496EXXON MOBIL CORPXOM117,936$14,2090.06%
497SCHWAB STRATEGIC TR808524300509,707$14,1800.06%
498TESLA INCTSLA40,546$14,1760.06%
499JPMORGAN CHASE & CO.VYLD59,177$14,1490.06%
500AVALONBAY CMNTYS INCAWX65,679$14,0960.06%