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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 (Amended)

Thrivent Financial for Lutherans

Quarter ended Q2 2025 · Filed August 26, 2025 · Accession 0000950123-25-008580

Total Value
$45.7M
Positions
4,212
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT2,108,950$1.0M2.99%
2NVIDIA CORPORATIONNVDA6,365,263$1.0M2.87%
3AMAZON COM INCAMZN3,292,598$722,3632.06%
4META PLATFORMS INCMETA921,851$680,4091.94%
5MICROSOFT CORPMSFT1,362,640$677,7911.93%
6APPLE INCAAPL2,937,408$602,6681.72%
7NVIDIA CORPORATIONNVDA3,808,379$601,6861.72%
8META PLATFORMS INCMETA644,876$475,9771.36%
9ALPHABET INCGOOG2,653,941$470,7831.34%
10AMAZON COM INCAMZN2,131,169$467,5571.33%
11BROADCOM INCAVGO1,286,233$354,5501.01%
12ALPHABET INCGOOG1,914,233$339,5660.97%
13APPLE INCAAPL1,637,537$335,9730.96%
14VISA INCV809,628$287,4580.82%
15JPMORGAN CHASE & CO.VYLD879,376$254,9400.73%
16TESLA INCTSLA760,011$241,4250.69%
17BROADCOM INCAVGO800,790$220,7380.63%
18ELI LILLY & COLLY262,787$204,8500.58%
19SPDR S&P 500 ETF TRSPY325,047$200,8300.57%
20ISHARES TR46435U8535,240,429$196,5680.56%
21VISA INCV553,307$196,4520.56%
22THRIVENT ETF TRUST88588G1094,944,956$184,7930.53%
23JPMORGAN CHASE & CO.VYLD632,465$183,3580.52%
24SERVICENOW INCNOW166,597$171,2750.49%
25WELLS FARGO CO NEW9497461011,937,231$155,2110.44%
26INTERNATIONAL BUSINESS MACHSINTR506,043$149,1710.43%
27TESLA INCTSLA465,923$148,0050.42%
28HOME DEPOT INCHD403,444$147,9190.42%
29NETFLIX INCNFLX105,469$141,2370.40%
30WELLS FARGO CO NEW9497461011,759,861$141,0000.40%
31INTUITIVE SURGICAL INCISRG255,388$138,7800.40%
32ISHARES TR464287200220,588$136,9630.39%
33FASTENAL COFAST3,126,982$131,3330.37%
34BANK AMERICA CORP0605051042,740,518$129,6810.37%
35CATERPILLAR INCCAT333,913$129,6280.37%
36TRIMBLE INCTRMB1,701,724$129,2970.37%
37EXXON MOBIL CORPXOM1,176,658$126,8440.36%
38FASTENAL COFAST2,995,502$125,8110.36%
39JOHNSON & JOHNSONJNJ819,866$125,2350.36%
40WALMART INCWMT1,274,875$124,6570.36%
41SPDR SERIES TRUST78468R6221,274,400$123,9610.35%
42SERVICENOW INCNOW116,519$119,7910.34%
43EXPAND ENERGY CORPORATIONEXE1,023,777$119,7200.34%
44DOORDASH INCDASH484,107$119,3370.34%
45STEEL DYNAMICS INCSTLD919,983$117,7670.34%
46UBER TECHNOLOGIES INCUBER1,252,217$116,8320.33%
47INTERNATIONAL BUSINESS MACHSINTR392,599$115,7300.33%
48ELI LILLY & COLLY146,408$114,1290.33%
49PALANTIR TECHNOLOGIES INCPLTR831,526$113,3540.32%
50BANK AMERICA CORP0605051042,353,385$111,3620.32%
51PARKER-HANNIFIN CORPPH154,058$107,6050.31%
52SCHWAB CHARLES CORPSCHW-PJ1,161,114$105,9400.30%
53EXXON MOBIL CORPXOM965,196$104,0480.30%
54DOCUSIGN INCDOCU1,328,099$103,4460.30%
55CONOCOPHILLIPSCOP1,141,870$102,4710.29%
56HOME DEPOT INCHD276,598$101,4120.29%
57CAPITAL ONE FINL CORP14040H105474,868$101,0330.29%
58ALLY FINL INC02005N1002,593,004$100,9980.29%
59FIDELITY MERRIMACK STR TR3161883092,173,311$99,4290.28%
60AMERIPRISE FINL INC03076C106185,936$99,2400.28%
61CATERPILLAR INCCAT253,519$98,4190.28%
62CAPITAL ONE FINL CORP14040H105460,733$98,0260.28%
63DANAHER CORPORATION235851102493,935$97,5720.28%
64ROCKWELL AUTOMATION INCROK285,894$94,9650.27%
65MERCK & CO INCMRK1,194,480$94,5550.27%
66KINSALE CAP GROUP INC49714P108194,421$94,0800.27%
67SCHWAB CHARLES CORPSCHW-PJ1,030,906$94,0600.27%
68VANGUARD INDEX FDS922908363164,751$93,5840.27%
69INTUITIVE SURGICAL INCISRG171,466$93,1760.27%
70JOHNSON & JOHNSONJNJ606,473$92,6390.26%
71HOWMET AEROSPACE INCHWM494,140$91,9740.26%
72CISCO SYS INCCSCO1,319,338$91,5360.26%
73ARCH CAP GROUP LTDG0450A105992,326$90,3510.26%
74GARMIN LTDGRMN432,716$90,3160.26%
75UNITEDHEALTH GROUP INCUNH289,097$90,1900.26%
76TIMKEN COTKR1,242,355$90,1330.26%
77NORTHERN TR CORPNTRSO710,201$90,0460.26%
78AMERICAN EXPRESS COAXP281,760$89,8760.26%
79FORTINET INCFTNT849,747$89,8350.26%
80SPOTIFY TECHNOLOGY S ASPOT116,923$89,7200.26%
81CHAMPION HOMES INCSKY1,423,192$89,1060.25%
82APPLIED MATLS INC038222105480,435$87,9530.25%
83SBA COMMUNICATIONS CORP NEWSBAC373,596$87,7350.25%
84SPDR S&P 500 ETF TRSPY141,717$87,5600.25%
85AMERIPRISE FINL INC03076C106163,619$87,3280.25%
86DOORDASH INCDASH352,058$86,7860.25%
87M & T BK CORP55261F104444,813$86,2890.25%
88QUANTA SVCS INC74762E102228,043$86,1960.25%
89NETFLIX INCNFLX64,108$85,8490.24%
90AMGEN INCAMGN305,559$85,3150.24%
91CONOCOPHILLIPSCOP948,563$85,1240.24%
92TRADEWEB MKTS INC892672106568,987$83,3000.24%
93DEVON ENERGY CORP NEW25179M1032,612,981$83,1190.24%
94QUALCOMM INCQCOM513,860$81,8370.23%
95WALMART INCWMT831,701$81,3240.23%
96UNITED RENTALS INCURI107,611$81,0740.23%
97UBER TECHNOLOGIES INCUBER862,623$80,4830.23%
98TRIMBLE INCTRMB1,051,427$79,8870.23%
99ENTERGY CORP NEWENO958,645$79,6830.23%
100ENTERGY CORP NEWENO953,279$79,2370.23%
101MERCK & CO INCMRK986,719$78,1090.22%
102FIDELITY COVINGTON TRUST3160923521,592,192$76,8070.22%
103TTM TECHNOLOGIES INCTTMI1,878,003$76,6600.22%
104OLD DOMINION FREIGHT LINE INODFL470,866$76,4220.22%
105WYNDHAM HOTELS & RESORTS INCWH930,164$75,5390.22%
106ZEBRA TECHNOLOGIES CORPORATIZBRA244,704$75,4570.22%
107PARKER-HANNIFIN CORPPH107,275$74,9280.21%
108INTERCONTINENTAL EXCHANGE IN45866F104402,833$73,9080.21%
109PEGASYSTEMS INCPEGA1,362,283$73,7000.21%
110PROGYNY INCPGNY3,338,735$73,4520.21%
111QUALCOMM INCQCOM459,609$73,1970.21%
112QORVO INCQRVO858,953$72,9340.21%
113LABCORP HOLDINGS INCLH276,916$72,6930.21%
114PALANTIR TECHNOLOGIES INCPLTR532,475$72,5870.21%
115DUKE ENERGY CORP NEWDUKB611,927$72,2070.21%
116CISCO SYS INCCSCO1,022,950$70,9720.20%
117RLI CORPRLI973,631$70,3160.20%
118SYSCO CORPSYY916,680$69,4290.20%
119ALPHABET INCGOOG386,672$68,1430.19%
120DUKE ENERGY CORP NEWDUKB575,330$67,8890.19%
121WNS HLDGS LTDG981961011,069,802$67,6540.19%
122SPOTIFY TECHNOLOGY S ASPOT88,153$67,6430.19%
123CONSTELLATION ENERGY CORPCEG208,790$67,3890.19%
124SYSCO CORPSYY880,961$66,7240.19%
125NVR INCNVR9,027$66,6700.19%
126SELECT SECTOR SPDR TR81369Y6051,270,505$66,5360.19%
127BLACKROCK ETF TRUSTBLK1,215,454$66,1940.19%
128FABRINETFN224,204$66,0680.19%
129HONEYWELL INTL INC438516106282,143$65,7050.19%
130GATES INDL CORP PLCG391081082,844,230$65,5030.19%
131CONSTELLATION ENERGY CORPCEG201,173$64,9310.19%
132FORTINET INCFTNT610,909$64,5850.18%
133SHARKNINJA INCSN652,165$64,5580.18%
134CENTENE CORP DELCNC1,185,042$64,3240.18%
135NISOURCE INCNI1,584,202$63,9070.18%
136EXPEDIA GROUP INCEXPE377,756$63,7200.18%
137ROBINHOOD MKTS INC770700102676,209$63,3130.18%
138LABCORP HOLDINGS INCLH240,480$63,1280.18%
139TRADEWEB MKTS INC892672106428,359$62,7120.18%
140TD SYNNEX CORPORATIONSNX461,342$62,6040.18%
141HOWMET AEROSPACE INCHWM335,886$62,5180.18%
142TD SYNNEX CORPORATIONSNX460,188$62,4480.18%
143NEUROCRINE BIOSCIENCES INCNBIX496,787$62,4410.18%
144ISHARES TR464288513772,800$62,3260.18%
145STEEL DYNAMICS INCSTLD483,587$61,9040.18%
146NUCOR CORPNUE476,059$61,6690.18%
147ZIONS BANCORPORATION N A9897011071,183,552$61,4740.18%
148FIRST INDL RLTY TR INC32054K1031,272,028$61,2230.17%
149APPLE INCAAPL298,351$61,2130.17%
150CF INDS HLDGS INC125269100665,222$61,2000.17%
151LEIDOS HOLDINGS INCLDOS387,808$61,1810.17%
152EXPAND ENERGY CORPORATIONEXE522,160$61,0610.17%
153VANGUARD TAX-MANAGED FDS9219438581,069,971$60,9990.17%
154WATERS CORP941848103174,548$60,9240.17%
155CF INDS HLDGS INC125269100660,632$60,7780.17%
156APPLIED MATLS INC038222105331,512$60,6900.17%
157MICROSOFT CORPMSFT121,927$60,6470.17%
158ENTERPRISE PRODS PARTNERS L2937921071,952,412$60,5440.17%
159NUCOR CORPNUE463,181$60,0000.17%
160AMERICAN EXPRESS COAXP187,945$59,9510.17%
161CSX CORPCSX1,831,204$59,7520.17%
162DELTA AIR LINES INC DELDAL1,214,879$59,7480.17%
163VISTRA CORPVST308,262$59,7440.17%
164AXON ENTERPRISE INCAXON71,939$59,5610.17%
165HONEYWELL INTL INC438516106255,633$59,5320.17%
166INVESCO EXCHANGE TRADED FD TIVZ604,422$59,3780.17%
167UNITEDHEALTH GROUP INCUNH189,783$59,2070.17%
168SCHWAB STRATEGIC TR8085243002,020,286$59,0130.17%
169BEST BUY INCBBY878,354$58,9640.17%
170TRIUMPH FINANCIAL INCTFIN-P1,067,158$58,8110.17%
171DEVON ENERGY CORP NEW25179M1031,844,011$58,6580.17%
172RADIAN GROUP INCRDN1,626,538$58,5880.17%
173CROWN CASTLE INCCCI570,265$58,5830.17%
174VANGUARD INDEX FDS922908744331,089$58,5170.17%
175ENCOMPASS HEALTH CORPEHC477,832$58,5150.17%
176CASEYS GEN STORES INC147528103114,537$58,4450.17%
177DANAHER CORPORATION235851102295,524$58,3780.17%
178DOCUSIGN INCDOCU747,745$58,2420.17%
179ENTERPRISE PRODS PARTNERS L2937921071,871,880$58,0470.17%
180ZOETIS INCZTS371,937$58,0040.17%
181FEDERAL AGRIC MTG CORP313148306297,509$57,8000.16%
182DELTA AIR LINES INC DELDAL1,172,016$57,6400.16%
183BWX TECHNOLOGIES INCBWXT396,885$57,1750.16%
184ROCKWELL AUTOMATION INCROK171,795$57,0650.16%
185CDW CORPCDW319,502$57,0600.16%
186BJS WHSL CLUB HLDGS INC05550J101528,656$57,0050.16%
187VISTRA CORPVST293,678$56,9180.16%
188CHUBB LIMITEDCB194,504$56,3520.16%
189CENTERPOINT ENERGY INCCNP1,528,553$56,1590.16%
190INTERCONTINENTAL EXCHANGE IN45866F104305,690$56,0850.16%
191BERKSHIRE HATHAWAY INC DELBRK-A115,453$56,0840.16%
192PENUMBRA INCPEN217,988$55,9420.16%
193NATIONAL STORAGE AFFILIATESNSA-PB1,727,825$55,2730.16%
194CROWN CASTLE INCCCI537,817$55,2500.16%
195BOOKING HOLDINGS INCBKNG9,531$55,1770.16%
196SPDR S&P 500 ETF TRSPY89,186$55,1040.16%
197TIDAL TRUST I8863642312,425,830$55,0180.16%
198JFROG LTDFROG1,249,719$54,8380.16%
199DATADOG INCDDOG407,689$54,7650.16%
200CHURCH & DWIGHT CO INCCHD564,799$54,2830.15%
201SBA COMMUNICATIONS CORP NEWSBAC230,792$54,1990.15%
202APPLE INCAAPL269,256$53,9420.15%
203ISHARES TR464287309485,530$53,4570.15%
204TEMA ETF TRUST87975E6021,359,340$53,3810.15%
205AMGEN INCAMGN190,592$53,2150.15%
206DONNELLEY FINL SOLUTIONS INC25787G100861,561$53,1150.15%
207ALLIANT ENERGY CORPLNT869,601$52,5850.15%
208NORTHERN TR CORPNTRSO414,576$52,5640.15%
209MICROSOFT CORPMSFT105,630$52,3880.15%
210CHUBB LIMITEDCB180,042$52,1620.15%
211COMCAST CORP NEWCCZ1,460,981$52,1420.15%
212ARCH CAP GROUP LTDG0450A105563,108$51,2710.15%
213LINCOLN ELEC HLDGS INC533900106246,722$51,1500.15%
214LOWES COS INC548661107228,780$50,7590.14%
215D R HORTON INC23331A109392,012$50,5380.14%
216CNH INDL N VN209441093,885,139$50,3510.14%
217BARRETT BUSINESS SVCS INC0684631081,205,806$50,2700.14%
218VANGUARD INDEX FDS922908751211,502$50,1220.14%
219L3HARRIS TECHNOLOGIES INCLHX199,662$50,0830.14%
220CROCS INCCROX489,532$49,5800.14%
221ALLY FINL INC02005N1001,267,512$49,3700.14%
222GARMIN LTDGRMN236,062$49,2710.14%
223IES HLDGS INCIESC165,905$49,1460.14%
224ABBVIE INCABBV264,584$49,1120.14%
225MOOG INCMOG-B269,775$48,8210.14%
226BANK NEW YORK MELLON CORP064058100535,724$48,8100.14%
227SOUTHWEST AIRLS CO8447411081,500,216$48,6670.14%
228ISHARES TR4642872341,008,487$48,6490.14%
229GILEAD SCIENCES INCGILD436,908$48,4400.14%
230EXPEDIA GROUP INCEXPE284,807$48,0410.14%
231D R HORTON INC23331A109372,552$48,0290.14%
232L3HARRIS TECHNOLOGIES INCLHX190,347$47,7470.14%
233HOULIHAN LOKEY INCHLI265,315$47,7430.14%
234PUBLIC SVC ENTERPRISE GRP IN744573106566,731$47,7070.14%
235WYNDHAM HOTELS & RESORTS INCWH586,260$47,6100.14%
236CRANE NXT COCXT882,110$47,5460.14%
237THE CIGNA GROUP125523100143,749$47,5210.14%
238CNH INDL N VN209441093,659,815$47,4310.14%
239EXPEDITORS INTL WASH INC302130109414,550$47,3620.14%
240M & T BK CORP55261F104242,767$47,0940.13%
241GLACIER BANCORP INC NEWGBCI1,093,015$47,0870.13%
242ROBINHOOD MKTS INC770700102502,233$47,0240.13%
243VANGUARD INDEX FDS922908744265,519$46,9280.13%
244GENERAL DYNAMICS CORPGD160,538$46,8230.13%
245OLD DOMINION FREIGHT LINE INODFL286,905$46,5650.13%
246KENVUE INCKVUE2,217,504$46,4120.13%
247QORVO INCQRVO541,513$45,9800.13%
248LITTELFUSE INCLFUS202,671$45,9520.13%
249CSX CORPCSX1,408,111$45,9470.13%
250UNITED RENTALS INCURI60,975$45,9390.13%
251MASTERCARD INCORPORATEDMA81,579$45,8430.13%
252GENERAL DYNAMICS CORPGD156,397$45,6150.13%
253BANK NEW YORK MELLON CORP064058100499,487$45,5080.13%
254QUANTA SVCS INC74762E102120,290$45,4670.13%
255PUBLIC SVC ENTERPRISE GRP IN744573106538,814$45,3570.13%
256COMCAST CORP NEWCCZ1,259,565$44,9540.13%
257TIMKEN COTKR619,124$44,9170.13%
258INVESCO QQQ TRIVZ81,314$44,8560.13%
259ON SEMICONDUCTOR CORPON855,838$44,8540.13%
260WYNN RESORTS LTDWYNN478,538$44,8250.13%
261ISHARES TR464287614105,546$44,8130.13%
262NVIDIA CORPORATIONNVDA282,882$44,7800.13%
263LOWES COS INC548661107201,789$44,7710.13%
264VANGUARD INDEX FDS922908736102,051$44,7390.13%
265BEST BUY INCBBY662,590$44,4800.13%
266METLIFE INCMET-PF552,340$44,4190.13%
267KENVUE INCKVUE2,117,316$44,3150.13%
268DAYFORCE INC15677J108798,499$44,2290.13%
269SANFILIPPO JOHN B & SON INCJBSS696,529$44,0480.13%
270MODINE MFG CO607828100446,923$44,0220.13%
271TECHNIPFMC PLCFTI1,269,333$43,7160.12%
272BOOKING HOLDINGS INCBKNG7,514$43,5000.12%
273KINSALE CAP GROUP INC49714P10889,879$43,4920.12%
274AMCOR PLCAMCCF4,687,393$43,0770.12%
275CENCORA INCCOR143,452$43,0140.12%
276VANGUARD INDEX FDS922908652223,181$43,0090.12%
277CDW CORPCDW240,025$42,8660.12%
278TURNING PT BRANDS INC90041L105561,645$42,5560.12%
279TERRENO RLTY CORP88146M101757,146$42,4530.12%
280METLIFE INCMET-PF527,606$42,4300.12%
281ZIMMER BIOMET HOLDINGS INCZBH461,496$42,0930.12%
282AMERICAN INTL GROUP INC026874784491,558$42,0720.12%
283KORN FERRYKFY571,126$41,8810.12%
284ILLUMINA INCILMN436,250$41,6230.12%
285GREIF INCGEF-B639,941$41,5900.12%
286KEYCORP4932671082,385,626$41,5580.12%
287KNIGHT-SWIFT TRANSN HLDGS IN499049104936,925$41,4400.12%
288NVIDIA CORPORATIONNVDA261,512$41,3160.12%
289ADVANCE AUTO PARTS INCAAP886,514$41,2140.12%
290J & J SNACK FOODS CORPJJSF363,337$41,2060.12%
291CUSHMAN WAKEFIELD PLCCWK3,716,080$41,1370.12%
292ZIMMER BIOMET HOLDINGS INCZBH450,278$41,0700.12%
293ZOETIS INCZTS259,739$40,5060.12%
294WARNER BROS DISCOVERY INCWBD3,533,466$40,4940.12%
295THE CIGNA GROUP125523100122,386$40,4580.12%
296ADMA BIOLOGICS INCADMA2,221,253$40,4490.12%
297CHAMPION HOMES INCSKY645,678$40,4260.12%
298CBRE GROUP INCCBRE288,493$40,4240.12%
299AMPHENOL CORP NEW032095101408,989$40,3880.12%
300ISHARES TR46428720064,898$40,2950.11%
301BOSTON SCIENTIFIC CORPBSX374,256$40,1990.11%
302LANCASTER COLONY CORPMZTI231,730$40,0360.11%
303PROSPERITY BANCSHARES INCPB569,641$40,0120.11%
304MICRON TECHNOLOGY INCMU324,347$39,9760.11%
305AMERICAN INTL GROUP INC026874784466,633$39,9390.11%
306KEYCORP4932671082,284,177$39,7900.11%
307SCHNEIDER NATIONAL INCSNDR1,643,206$39,6830.11%
308STEVANATO GROUP S P ASTVN1,612,558$39,3950.11%
309VANGUARD INDEX FDS922908629140,406$39,2900.11%
310FIRST CTZNS BANCSHARES INC N31946M10320,082$39,2900.11%
311ALIGN TECHNOLOGY INCALGN207,119$39,2140.11%
312WARNER BROS DISCOVERY INCWBD3,419,872$39,1920.11%
313FIRST CTZNS BANCSHARES INC N31946M10319,991$39,1120.11%
314SPDR INDEX SHS FDS78463X889963,759$39,0230.11%
315GROUP 1 AUTOMOTIVE INCGPI89,326$39,0100.11%
316CORTEVA INCCTVA523,349$39,0050.11%
317GILEAD SCIENCES INCGILD350,313$38,8390.11%
318FIRST INDL RLTY TR INC32054K103799,750$38,4920.11%
319OLD NATL BANCORP IND6800331071,802,828$38,4720.11%
320ZIONS BANCORPORATION N A989701107734,696$38,1600.11%
321VANGUARD TAX-MANAGED FDS921943858668,280$38,0990.11%
322CBRE GROUP INCCBRE271,152$37,9940.11%
323ZEBRA TECHNOLOGIES CORPORATIZBRA123,105$37,9610.11%
324BANK OF NT BUTTERFIELD&SON LG0772R208856,304$37,9170.11%
325PROCTER AND GAMBLE CO742718109236,838$37,7330.11%
326UNITED PARCEL SERVICE INCUPS372,927$37,6430.11%
327ABBOTT LABSABLZF275,728$37,5020.11%
328CASEYS GEN STORES INC14752810373,228$37,3660.11%
329BOOT BARN HLDGS INCBOOT245,522$37,3190.11%
330HEALTHCARE RLTY TR42226K1052,340,563$37,1210.11%
331BROADCOM INCAVGO134,653$37,1170.11%
332MASTERBRAND INCMBC3,385,685$37,0060.11%
333REPLIGEN CORPRGEN297,205$36,9660.11%
334PACER FDS TR69374H881668,830$36,8530.11%
335BOEING COBA-PA540,151$36,7300.10%
336ALLSTATE CORPALL-PJ182,308$36,7000.10%
337ORACLE CORPORCL-PD167,831$36,6930.10%
338NEUROCRINE BIOSCIENCES INCNBIX290,512$36,5140.10%
339CORTEVA INCCTVA488,361$36,3980.10%
340HEXCEL CORP NEW428291108642,523$36,2960.10%
341INGEVITY CORPNGVT840,497$36,2170.10%
342SPIRE INCSRJN495,725$36,1830.10%
343EXTRA SPACE STORAGE INCEXR245,350$36,1740.10%
344HEALTHCARE RLTY TR42226K1052,272,603$36,0430.10%
345LA Z BOY INCLZB962,718$35,7840.10%
346WATERS CORP941848103102,503$35,7780.10%
347NVR INCNVR4,843$35,7690.10%
348HELIOS TECHNOLOGIES INCHLIO1,071,538$35,7570.10%
349ALLSTATE CORPALL-PJ177,436$35,7200.10%
350SPDR SERIES TRUST78468R4081,394,700$35,5370.10%
351MONDAY COM LTDMNDY112,957$35,5230.10%
352VANECK ETF TRUST92189F676127,022$35,4240.10%
353COGENT COMMUNICATIONS HLDGSCCOI734,758$35,4230.10%
354FLOWSERVE CORPFLS675,340$35,3540.10%
355BJS WHSL CLUB HLDGS INC05550J101327,314$35,2940.10%
356JACOBS SOLUTIONS INCJ267,868$35,2110.10%
357TEMA ETF TRUST87975E8341,379,313$35,1170.10%
358RADIAN GROUP INCRDN971,787$35,0040.10%
359AXON ENTERPRISE INCAXON42,183$34,9250.10%
360FLOWSERVE CORPFLS667,125$34,9240.10%
361HARTFORD FDS EXCHANGE TRADED41653L3051,030,846$34,9150.10%
362UFP INDUSTRIES INCUFPI349,822$34,7580.10%
363MICRON TECHNOLOGY INCMU281,612$34,7090.10%
364J P MORGAN EXCHANGE TRADED F46641Q837676,769$34,2990.10%
365JACOBS SOLUTIONS INCJ260,761$34,2770.10%
366ENCOMPASS HEALTH CORPEHC279,563$34,2350.10%
367HUNT J B TRANS SVCS INC445658107238,303$34,2200.10%
368SPDR SERIES TRUST78464A847627,323$34,1140.10%
369PROGYNY INCPGNY1,550,445$34,1100.10%
370SELECT SECTOR SPDR TR81369Y704231,204$34,1070.10%
371CENTENE CORP DELCNC623,759$33,8580.10%
372LEIDOS HOLDINGS INCLDOS214,595$33,8550.10%
373TWIST BIOSCIENCE CORPTWST919,959$33,8450.10%
374LANDSTAR SYS INCLSTR243,358$33,8320.10%
375MARATHON PETE CORPMARA203,140$33,7440.10%
376HEXCEL CORP NEW428291108597,254$33,7390.10%
377MATADOR RES COMTDR706,350$33,7070.10%
378BERKSHIRE HATHAWAY INC DELBRK-A69,187$33,6090.10%
379MEDTRONIC PLCMDT384,747$33,5380.10%
380TREX CO INCTREX615,203$33,4550.10%
381ISHARES TR46429B2671,446,928$33,2500.09%
382META PLATFORMS INCMETA44,993$33,2090.09%
383SIX FLAGS ENTERTAINMENT CORPFUN1,085,969$33,0460.09%
384UNITED PARCEL SERVICE INCUPS326,195$32,9260.09%
385IDEXX LABS INC45168D10460,983$32,7080.09%
386CENCORA INCCOR108,388$32,5000.09%
387BWX TECHNOLOGIES INCBWXT225,476$32,4820.09%
388SPDR INDEX SHS FDS78463X202543,229$32,4470.09%
389CHEMED CORP NEWCHE66,401$32,3330.09%
390CENTERPOINT ENERGY INCCNP873,504$32,0930.09%
391PORTLAND GEN ELEC CO736508847788,986$32,0570.09%
392TRANE TECHNOLOGIES PLCTT73,036$31,9470.09%
393NISOURCE INCNI788,754$31,8180.09%
394UNITED THERAPEUTICS CORP DELUTHR110,699$31,8090.09%
395CONCENTRA GROUP HOLDINGS PARCON1,543,966$31,7590.09%
396AMAZON COM INCAMZN141,781$31,6770.09%
397WESTERN DIGITAL CORPWDC17,569,000$31,6020.09%
398GE AEROSPACE369604301122,741$31,5920.09%
399MARATHON PETE CORPMARA187,933$31,2180.09%
400ARISTA NETWORKS INCANET302,435$30,9420.09%
401CHURCH & DWIGHT CO INCCHD318,746$30,6350.09%
402TTM TECHNOLOGIES INCTTMI737,028$30,0850.09%
403WELLS FARGO CO NEW94974680425,569$30,0210.09%
404GLOBAL X FDS37960A529495,610$29,8600.09%
405INVESCO QQQ TRIVZ53,777$29,6660.08%
406BUILD-A-BEAR WORKSHOP INCBBW575,144$29,6540.08%
407LINCOLN ELEC HLDGS INC533900106141,886$29,4160.08%
408SALESFORCE INCCRM107,553$29,3290.08%
409PEGASYSTEMS INCPEGA539,695$29,1970.08%
410ENERPAC TOOL GROUP CORPEPAC718,050$29,1240.08%
411DATADOG INCDDOG215,307$28,9220.08%
412BERKSHIRE HATHAWAY INC DELBRK-A59,540$28,9170.08%
413HUNT J B TRANS SVCS INC445658107200,794$28,8340.08%
414MKS INC.MKSI29,216,000$28,8220.08%
415BRIDGEWATER BANCSHARES INCBWBBP1,806,258$28,7380.08%
416LINDE PLCLIN61,114$28,6730.08%
417ECOLAB INCECL106,172$28,6070.08%
418PG&E CORPPCG-PX28,473,000$28,3510.08%
419CROCS INCCROX278,772$28,2340.08%
420THRIVENT ETF TRUST88588G307559,251$28,1290.08%
421ALLIANT ENERGY CORPLNT464,519$28,0890.08%
422VERTEX PHARMACEUTICALS INCVRTX62,639$27,8870.08%
423INVESCO EXCH TRADED FD TR IIIVZ247,366$27,8210.08%
424AMAZON COM INCAMZN126,769$27,8120.08%
425ESSENTIAL PPTYS RLTY TR INC29670E107870,365$27,7730.08%
426ISHARES TR46434V456639,417$27,6360.08%
427HILTON WORLDWIDE HLDGS INCHLT103,611$27,5960.08%
428PEBBLEBROOK HOTEL TRPEB-PH29,094,000$27,5170.08%
429BANK AMERICA CORP06050568222,643$27,4660.08%
430ILLUMINA INCILMN287,696$27,4490.08%
431PLEXUS CORPPLXS202,103$27,3470.08%
432SOUTHWEST AIRLS CO844741108832,965$27,0210.08%
433PENUMBRA INCPEN104,889$26,9180.08%
434EXTRA SPACE STORAGE INCEXR181,148$26,7080.08%
435AUTODESK INCADSK86,194$26,6830.08%
436CORVEL CORPCRVL259,313$26,6520.08%
437APTIV PLCAPTV386,894$26,3940.08%
438MEDPACE HLDGS INCMEDP83,927$26,3410.08%
439JFROG LTDFROG597,940$26,2380.07%
440UGI CORP NEW902681105720,180$26,2290.07%
441STRYKER CORPORATIONSYK66,173$26,1800.07%
442CIENA CORPCIEN321,861$26,1770.07%
443RLI CORPRLI361,804$26,1290.07%
444POST HLDGS INCPOST22,557,000$25,9600.07%
445AVALONBAY CMNTYS INCAWX126,480$25,7390.07%
446ALBEMARLE CORPALB-PA410,478$25,7250.07%
447OREILLY AUTOMOTIVE INC67103H107284,166$25,6120.07%
448FABRINETFN86,860$25,5960.07%
449GATES INDL CORP PLCG391081081,107,597$25,5080.07%
450ON SEMICONDUCTOR CORPON486,629$25,5040.07%
451EXPEDITORS INTL WASH INC302130109222,623$25,4350.07%
452AMCOR PLCAMCCF2,766,158$25,4210.07%
453APTIV PLCAPTV371,898$25,3710.07%
454HOULIHAN LOKEY INCHLI140,965$25,3670.07%
455WYNN RESORTS LTDWYNN270,231$25,3130.07%
456BONDBLOXX ETF TRUST09789C754492,344$25,3060.07%
457WNS HLDGS LTDG98196101395,987$25,0420.07%
458ISHARES TR46432F842298,476$24,9170.07%
459DRAFTKINGS INC NEWDKNG27,552,000$24,6450.07%
460ISHARES TR464288885219,785$24,6160.07%
461TRIUMPH FINANCIAL INCTFIN-P444,592$24,5010.07%
462THERMO FISHER SCIENTIFIC INCTMO60,097$24,3670.07%
463ISHARES TR464287226245,621$24,3660.07%
464SELECT SECTOR SPDR TR81369Y852220,422$23,9220.07%
465SPDR S&P 500 ETF TRSPY38,503$23,7890.07%
466TEMA ETF TRUST87975E701957,475$23,6730.07%
467AUTOMATIC DATA PROCESSING INADP75,373$23,2450.07%
468SELECT SECTOR SPDR TR81369Y80391,599$23,1960.07%
469CROWN HLDGS INCCCK224,837$23,1540.07%
470AMERICAN TOWER CORP NEW03027X100104,713$23,1440.07%
471S&P GLOBAL INCSPGI43,858$23,1260.07%
472AXON ENTERPRISE INCAXON6,233,000$22,6120.06%
473J P MORGAN EXCHANGE TRADED F46654Q781322,194$22,5990.06%
474SHARKNINJA INCSN228,014$22,5710.06%
475CROWN HLDGS INCCCK219,054$22,5580.06%
476MARSH & MCLENNAN COS INC571748102102,170$22,3380.06%
477COSTCO WHSL CORP NEW22160K10522,511$22,2850.06%
478TEMA ETF TRUST87975E107651,939$22,2720.06%
479MSCI INCMSCI38,480$22,1930.06%
480ISHARES TR46432F339121,234$22,1640.06%
481PHILIP MORRIS INTL INC718172109121,641$22,1540.06%
482FERRARI N VRACE45,120$22,0380.06%
483BIOMARIN PHARMACEUTICAL INCBMRN398,694$21,9160.06%
484MOOG INCMOG-B120,737$21,8500.06%
485VERISK ANALYTICS INCVRSK70,063$21,8250.06%
486RTX CORPORATIONRTX149,262$21,7950.06%
487ISHARES TR464287408111,520$21,7930.06%
488ALIGN TECHNOLOGY INCALGN114,778$21,7310.06%
489AMERICAN EXPRESS COAXP67,794$21,6250.06%
490OLIN CORPOLN1,075,515$21,6070.06%
491NASDAQ INCNDAQ240,717$21,5250.06%
492UNITED THERAPEUTICS CORP DELUTHR74,778$21,4870.06%
493EATON CORP PLCETN59,801$21,3480.06%
494AMENTUM HOLDINGS INCAMTM903,468$21,3310.06%
495ALPHABET INCGOOG120,851$21,2980.06%
496GUIDEWIRE SOFTWARE INCGWRE89,700$21,1200.06%
497SPDR GOLD TRGLD68,944$21,0160.06%
498HALLIBURTON COHAL1,026,114$20,9120.06%
499KKR & CO INCKKRT390,107$20,9100.06%
500TERRENO RLTY CORP88146M101370,762$20,7890.06%