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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

SEGALL BRYANT & HAMILL, LLC

Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001006378-23-000010

Total Value
$8.64B
Positions
505
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC.AAPL1,271,227$217.6M2.52%
2MICROSOFT CORPMSFT620,986$196.1M2.27%
3AMAZON.COM INC.AMZN1,179,020$149.9M1.73%
4ALPHABET INC CL CGOOG1,053,167$138.9M1.61%
5QUANTA SERVICES INC74762E102724,975$135.6M1.57%
6VISA INC CL AV497,679$114.5M1.32%
7ARES MANAGEMENT CORPORATIONARES-PB1,093,968$112.5M1.30%
8ZOETIS INCZTS630,816$109.7M1.27%
9UNITEDHEALTH GROUP INCORPORATEDUNH216,102$109.0M1.26%
10ROPER TECHNOLOGIESROP210,337$101.9M1.18%
11EQUITY COMMONWEALTH2946281025,159,162$94.8M1.10%
12JP MORGAN CHASE & COVYLD615,079$89.2M1.03%
13THERMO FISHER SCIENTIFIC INCTMO172,155$87.1M1.01%
14METTLER-TOLEDO INTERNATIONALMTD78,326$86.8M1.00%
15MCKESSON CORPORATIONMCK196,730$85.5M0.99%
16ILLINOIS TOOL WORKS CO452308109357,194$82.3M0.95%
17MARVELL TECHNOLOGY INCMRVL1,517,080$82.1M0.95%
18MICROCHIP TECHNOLOGY INC.MCHPP1,048,620$81.8M0.95%
19MODINE MFG CO6078281001,784,922$81.7M0.94%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A230,074$80.6M0.93%
21SPX TECHNOLOGIES INCSPXC918,644$74.8M0.87%
22CHEVRON CORP NEW COMCVX424,708$71.6M0.83%
23CIRCOR INTL INC17273K1091,170,692$65.3M0.76%
24TJX COMPANIES INC872540109710,571$63.2M0.73%
25REINSURANCE GROUP OF AMERICA759351604434,780$63.1M0.73%
26MONDELEZ INTERNATIONAL INC609207105906,070$62.9M0.73%
27KBR INCKBR1,026,853$60.5M0.70%
28AVERY DENNISON CORPAVY330,261$60.3M0.70%
29ENERSYSENS633,380$60.0M0.69%
30BIO-TECHNE CORPTECH869,300$59.2M0.68%
31COSTCO WHOLESALE CORP.22160K105104,707$59.2M0.68%
32NOVO-NORDISK A S ADRNONOF613,789$55.8M0.65%
33ICU MEDICAL INCICUI462,866$55.1M0.64%
34BELDEN INCBDC559,382$54.0M0.62%
35REGAL REXNORD CORPRRX371,430$53.1M0.61%
36ZEBRA TECHNOLOGIES CORP CL AZBRA222,308$52.6M0.61%
37FRANCO NEVADA CORPFNV393,073$52.5M0.61%
38MARSH & MCLENNAN571748102274,881$52.3M0.61%
39ADOBE INC.ADBE102,347$52.2M0.60%
40JACOBS SOLUTIONS INCJ381,663$52.1M0.60%
41UNILEVER PLCUNLYF1,051,384$51.9M0.60%
42GLOBE LIFE INC COMGL-PD476,535$51.8M0.60%
43OREILLY AUTOMOTIVE INC67103H10756,537$51.4M0.59%
44MATADOR RESOURCES COMTDR844,197$50.2M0.58%
45BECTON DICKINSONBDX193,425$50.0M0.58%
46DANAHER CORPORATION235851102201,298$49.9M0.58%
47AZEK CO INC CL A05478C1051,643,390$48.9M0.57%
48SP PLUS CORP COM78469C1031,324,930$47.8M0.55%
49SILGAN HOLDINGS INCSLGN1,091,713$47.1M0.54%
50HOME DEPOT INCHD155,460$47.0M0.54%
51ABBOTT LABSABLZF484,178$46.9M0.54%
52MERCURY SYS INC COMMRCY1,264,156$46.9M0.54%
53REV GROUP INC7495271072,923,861$46.8M0.54%
54PEPSICO INCPEP271,522$46.0M0.53%
55KEYSIGHT TECHNOLOGIESKEYS336,830$44.6M0.52%
56CONOCOPHILLIPSCOP370,931$44.4M0.51%
57COTY INC COM CL ACOTY4,045,791$44.4M0.51%
58JOHNSON & JOHNSON COJNJ279,599$43.5M0.50%
59SERVICENOW INCNOW77,220$43.2M0.50%
60SPDR GOLD SHARESGLD246,408$42.2M0.49%
61SOUTHSTATE CORPSSB617,770$41.6M0.48%
62AZZ INCAZZ901,125$41.1M0.48%
63PALO ALTO NETWORKS INCPANW174,783$41.0M0.47%
64SEACOAST BANKING CORP OF FLORIDASE1,843,207$40.5M0.47%
65MURPHY OIL CORPMUR878,764$39.9M0.46%
66REPUBLIC SERVICES INC760759100278,429$39.7M0.46%
67ELEMENT SOLUTIONS INC COMESI1,921,831$37.7M0.44%
68APOGEE ENTERPRISES INC COMAPOG793,556$37.4M0.43%
69COMPASS MINERALS INTL INCCOMP1,325,646$37.1M0.43%
70BALCHEM CORPORATIONBCPC292,416$36.3M0.42%
71HONEYWELL INTERNATIONAL INC.438516106194,851$36.0M0.42%
72STAG INDL INC COM85254J1021,029,673$35.5M0.41%
73DOVER CORPDOV253,180$35.3M0.41%
74QUANEX BUILDING PRODUCTS CORP COM7476191041,224,583$34.5M0.40%
75TERRENO RLTY CORP88146M101595,292$33.8M0.39%
76MONOLITHIC PWR SYS INC60983910573,151$33.8M0.39%
77ALPHABET INC CL AGOOG255,034$33.4M0.39%
78RANGE RESOURCES CORPRRC1,021,153$33.1M0.38%
79SUMMIT MATLS INC CL A86614U1001,061,483$33.1M0.38%
80CHORD ENERGY CORPORATIONCHRD203,747$33.0M0.38%
81NATIONAL BANK HOLDINGS CORPORATION6337071041,104,766$32.9M0.38%
82RTX CORPORATIONRTX456,139$32.8M0.38%
83GLACIER BANCORP INCGBCI1,134,465$32.3M0.37%
84BERKLEY W R CORPWRB-PH501,799$31.9M0.37%
85GILDAN ACTIVEWEARGIL1,131,013$31.7M0.37%
86AAR CORPAIR524,232$31.2M0.36%
87STEVEN MADDEN LTD556269108918,203$29.2M0.34%
88PNM RESOURCES INC.TXNM650,189$29.0M0.34%
89STERIS PLCSTE131,699$28.9M0.33%
90S&P GLOBAL INCSPGI78,709$28.8M0.33%
91ARCBEST CORP COMARCB281,011$28.6M0.33%
92ESTEE LAUDER COMPANIES - CLASS A518439104195,151$28.2M0.33%
93PERRIGO COMPANY PLCPRGO879,540$28.1M0.33%
94ALKERMES PLCALKS991,169$27.8M0.32%
95ADVANCED DRAIN SYS INC DEL COM00790R104243,736$27.7M0.32%
96BROADCOM INCAVGO32,943$27.4M0.32%
97ALAMOS GOLD INC NEW COM CL AAGI2,409,835$27.2M0.31%
98PAPA JOHNS INTL INC698813102395,958$27.0M0.31%
99ALLETE INC018522300510,477$27.0M0.31%
100HAIN CELESTIAL GROUPHAIN2,592,458$26.9M0.31%
101ASTEC INDUSTRIES INC046224101551,160$26.0M0.30%
102SENSIENT TECHNOLOGIES CORPSXT440,198$25.7M0.30%
103SERVICE CORP INTL817565104447,882$25.6M0.30%
104PVH CORPPVH334,275$25.6M0.30%
105GALAPAGOS NVGLPGF737,991$25.5M0.30%
106CADENCE BANK12740C1031,177,112$25.0M0.29%
107HANCOCK WHITNEY COHWCPZ665,357$24.6M0.28%
108ENSIGN GROUP INCENSG253,853$23.6M0.27%
109ABBVIE INC COMABBV157,600$23.5M0.27%
110MAXIMUS INCMMS312,576$23.3M0.27%
111HELMERICH & PAYNE INC COMHP544,080$22.9M0.27%
112OGE ENERGY CORPOGE681,185$22.7M0.26%
113PEDIATRIX MEDICAL GROUP INCMD1,765,220$22.4M0.26%
114UNITED CMNTY BKS BLAIRSVLE GA COMUNTCW857,646$21.8M0.25%
115DRIL-QUIP INC262037104771,861$21.7M0.25%
116ASML HOLDING N V N Y REGISTRY SHSASMLF36,102$21.3M0.25%
117CHURCHILL DOWNS INCCHDN176,741$20.5M0.24%
118EMCOR GROUP INCEME96,686$20.3M0.24%
119DESCARTES SYS GROUP INC COM249906108276,745$20.3M0.23%
120PROCTER & GAMBLE742718109138,655$20.2M0.23%
121ONTO INNOVATION INCONTO155,486$19.8M0.23%
122NEW JERSEY RESOURCES CORPNJR487,120$19.8M0.23%
123ENPRO INDUSTRIES INC.NPO162,252$19.7M0.23%
124VAIL RESORTS INCMTN87,430$19.4M0.22%
125ADAPTHEALTH CORP COMMON STOCKAHCO2,127,696$19.4M0.22%
126MCCORMICK & COMPANY INCMKC-V246,569$18.7M0.22%
127DIGITALBRIDGE GROUP INC CL A COMDBRG-PJ1,053,816$18.5M0.21%
128TEXAS CAPITAL BANCSHARES INC88224Q107311,407$18.3M0.21%
129NXP SEMICONDUCTORS N.V.NXPI91,219$18.2M0.21%
130MARTIN MARIETTA MATERIALS57328410644,244$18.2M0.21%
131UNION PACIFIC CORPUNP89,032$18.1M0.21%
132PFIZER INC COMPFE543,996$18.0M0.21%
133MOODYS CORPMCO55,765$17.6M0.20%
134ORTHOFIX MED INCOFIX1,342,942$17.3M0.20%
135NEXTERA ENERGY INCNEE-PW299,335$17.1M0.20%
136BAKER HUGHES COBKR476,996$16.8M0.19%
137NIKE INCNKE175,582$16.8M0.19%
138PLEXUS CORPPLXS179,984$16.7M0.19%
139NEOGENOMICS INCNEO1,359,623$16.7M0.19%
140ENERPAC TOOL GROUP CORP CL A COMEPAC624,400$16.5M0.19%
141EXXON MOBIL CORPXOM138,320$16.3M0.19%
142TETRA TECH INCTTEK106,442$16.2M0.19%
143AON PLC CL AAON49,591$16.1M0.19%
144PROGRESS SOFTWARE CORP743312100304,005$16.0M0.18%
145PHYSICIANS REALTY TRUST71943U1041,299,006$15.8M0.18%
146PACIFIC PREMIER BANCORP COM69478X105727,126$15.8M0.18%
147UNIVERSAL DISPLAY CORPOLED99,873$15.7M0.18%
148TEXAS ROADHOUSE INCTXRH161,403$15.5M0.18%
149CACI INTERNATIONAL INC12719030448,844$15.3M0.18%
150CCC INTELLIGENT SOLUTIONS HLD COMCCC1,134,621$15.1M0.18%
151FAIR ISAAC CORP COMFICO17,326$15.0M0.17%
152GLOBUS MEDICAL INCGMED302,512$15.0M0.17%
153ACCENTURE LTD CL AACN48,580$14.9M0.17%
154NEXTGEN HEALTHCARE INC COM65343C102626,270$14.9M0.17%
155SILICON LABORATORIES INC COMSLAB127,270$14.7M0.17%
156SUNCOR ENERGY INCSU428,609$14.7M0.17%
157ALCON INC ORD SHSALC189,972$14.6M0.17%
158WESBANCO INCWSBCO598,700$14.6M0.17%
159GRAINGER WW INC38480210421,064$14.6M0.17%
160NOVARTIS A G SPONSORED ADRNVSEF142,929$14.6M0.17%
161WNS HLDGS LTD SPON ADR92932M101209,193$14.3M0.17%
162ORACLE CORPORATIONORCL-PD135,082$14.3M0.17%
163WORKIVA INCWK141,164$14.3M0.17%
164BIOCRYST PHARMACEUTICALS INCBCRX2,017,986$14.3M0.17%
165COLUMBIA BKG SYS INC197236102701,540$14.2M0.16%
166NOVANTA INCNOVTU98,319$14.1M0.16%
167CONSTELLATION BRANDS INCSTZ55,330$13.9M0.16%
168ITT INCITT141,392$13.8M0.16%
169UFP Industries IncUFPI133,927$13.7M0.16%
170COLUMBUS MCKINNON CORPCMCO388,908$13.6M0.16%
171MERCK & COMRK131,859$13.6M0.16%
172FOX FACTORY HOLDING CORPFOXF136,636$13.5M0.16%
173CINTAS CORPCTAS28,137$13.5M0.16%
174AIR PRODUCTS & CHEMICALS INCAIIR47,715$13.5M0.16%
175GENTHERM INCTHRM249,007$13.5M0.16%
176LOWES COS INC COM54866110764,839$13.5M0.16%
177MP MATERIALS CORP COM CL AMP701,981$13.4M0.16%
178CASELLA WASTE SYS INC CL ACWST175,027$13.4M0.15%
179FIRST INDUSTRIAL REALTY TRUST, INC32054K103276,633$13.2M0.15%
180MCDONALDS CORPMCD49,885$13.1M0.15%
181HOULIHAN LOKEY INCHLI122,470$13.1M0.15%
182COMFORT SYS USA INC19990810476,627$13.1M0.15%
183SURMODICS INC.868873100402,755$12.9M0.15%
184MEDPACE HLDGS INCMEDP52,929$12.8M0.15%
185CHOICE HOTELS INTL INC COM169905106104,145$12.8M0.15%
186PREMIER INC CL APREM591,529$12.7M0.15%
187HAMILTON LANE INC CL AHLNE139,981$12.7M0.15%
188CARLISLE COMPANIES INCORPORATED14233910048,314$12.5M0.14%
189COMMUNITY BANK SYSTEM INCCBU292,494$12.3M0.14%
190PROGRESSIVE CORP OHIO74331510388,159$12.3M0.14%
191TECHNIPFMC PLCFTI598,127$12.2M0.14%
192AGILENT TECHNOLOGIESA106,567$11.9M0.14%
193CIVITAS RESOURCES INC17888H103147,249$11.9M0.14%
194HUB GROUP INC CL AHUBG149,033$11.7M0.14%
195HEXCEL CORP428291108179,198$11.7M0.14%
196NORTHERN TR CORPNTRSO166,840$11.6M0.13%
197WEC ENERGY GROUP INCWEC143,170$11.5M0.13%
198WALMART INC COMWMT72,065$11.5M0.13%
199AVISTA CORPAVA354,721$11.5M0.13%
200COUSINS PPTYS INC222795502555,313$11.3M0.13%
201SHERWIN WILLIAMSSHW44,025$11.2M0.13%
202UNITED PARCEL SERVICE - CL BUPS71,070$11.1M0.13%
203AGILYSYS INCAGYS165,343$10.9M0.13%
204JOHN BEAN TECHNOLOGIES CORPORATIONJBTM103,799$10.9M0.13%
205BERRY GLOBAL GROUP INC08579W103174,685$10.8M0.13%
206CRANE NXT CO COMCXT194,512$10.8M0.13%
207CASEYS GEN STORES INC COM14752810339,678$10.8M0.12%
208ISHARES MSCI EAFE INDEX FUND464287465153,993$10.6M0.12%
209GERON CORPORATIONGERN4,990,499$10.6M0.12%
210GENTEX CORPGNTX322,167$10.5M0.12%
211AMPHENOL CORP CL A - NEW032095101123,926$10.4M0.12%
212BADGER METER INC COMBMI71,354$10.3M0.12%
213EMPIRE STATE REALTY TRUST-A2921041061,256,183$10.1M0.12%
214KINSALE CAP GROUP INC COM49714P10824,295$10.1M0.12%
215SIMPSON MANUFACTURING CO INC COM82907310567,122$10.1M0.12%
216SITEONE LANDSCAPE SUPPLY INCSITE60,554$9.9M0.11%
217EOG RESOURCES INC.EOG77,218$9.8M0.11%
218CIENA CORP COM NEWCIEN203,849$9.6M0.11%
219OPTION CARE HEALTH INC COM NEWOPCH297,320$9.6M0.11%
220NEW YORK TIMES CLASS ANYT231,011$9.5M0.11%
221BOX INC CL ABXCAP392,916$9.5M0.11%
222CACTUS INC AWHD188,491$9.5M0.11%
223PARKER-HANNIFIN CORPPH23,553$9.2M0.11%
224BOOT BARN HLDGS INC COMBOOT112,942$9.2M0.11%
225GLOBANT S A COMGLOB45,710$9.0M0.10%
226LANTHEUS HLDGS INC COMLNTH129,933$9.0M0.10%
227INNOSPEC INCIOSP87,908$9.0M0.10%
228S & P 500 DEPOSITARY RECEIPTSPY21,009$9.0M0.10%
229ATKORE INTL GROUP INCATKR59,958$8.9M0.10%
230STEPSTONE GROUP INC COM CL ASTEP282,006$8.9M0.10%
231ADVANCED ENERGY INDS00797310086,236$8.9M0.10%
232CONDUENT INCCNDT2,543,357$8.9M0.10%
233ADDUS HOMECARE CORPADUS103,238$8.8M0.10%
234GRAPHIC PACKAGING HLDG CO COMGPK394,413$8.8M0.10%
235COCA COLAKO155,991$8.7M0.10%
236ENDAVA PLC ADSDAVA150,413$8.6M0.10%
237MACOM TECH SOLUTIONS HLDGS INC COM55405Y100105,611$8.6M0.10%
238SAIA INCSAIA21,386$8.5M0.10%
239LKQ CORPLKQ169,704$8.4M0.10%
240CISCO SYSTEMS INCCSCO156,232$8.4M0.10%
241LAMB WESTON HOLDINGSLW90,729$8.4M0.10%
242HALOZYME THERAPEUTICS, INC.HALO218,405$8.3M0.10%
243AMERICOLD REALTY TRUST INCCOLD273,505$8.3M0.10%
244EAGLE MATERIALS INC26969P10849,742$8.3M0.10%
245PURE STORAGE INC CL A74624M102230,315$8.2M0.09%
246CATERPILLAR INCCAT30,032$8.2M0.09%
247TARGET CORPORATIONTGT73,883$8.2M0.09%
248GREEN DOT CORP CL AGDOT581,850$8.1M0.09%
249INARI MED INC COM45332Y109121,956$8.0M0.09%
250DISNEY WALT CO25468710697,470$7.9M0.09%
251KRATOS DEFENSE & SEC SOLUTIONS UBC50077B207525,642$7.9M0.09%
252COMCAST CL ACCZ177,177$7.9M0.09%
253SELECTIVE INS GROUP INC81630010775,745$7.8M0.09%
254CONMED CORPCNMD77,434$7.8M0.09%
255WASTE CONNECTIONS INCWCN57,690$7.7M0.09%
256ISHARES RUSSELL 2000 VALUE INDEX FUND46428763057,096$7.7M0.09%
257BLACKLINE INCBL137,243$7.6M0.09%
258CARTER INCCRI108,103$7.5M0.09%
259AMGEN INCAMGN27,800$7.5M0.09%
260SPROUT SOCIAL INC COM CL ASPT147,714$7.4M0.09%
261MATERION CORP COMMTRN72,039$7.3M0.08%
262FIVE BELOW INC COMFIVE45,584$7.3M0.08%
263ISHARES RUSSELL 1000 GROWTH INDEX FUND46428761427,441$7.3M0.08%
264FIRST TRUST NASDQ 100 EQ WEI33734410569,323$7.2M0.08%
265POWERSHARES EXCHANGE TRADED FD S&P 500 PORTFLIVZ50,704$7.2M0.08%
266LITTELFUSE INCLFUS28,955$7.2M0.08%
267DIAMONDBACK ENERGY INCFANG46,064$7.1M0.08%
268INTERCONTINENTAL EXCHANGE INC45866F10463,480$7.0M0.08%
269SITIME CORP COMSITM60,886$7.0M0.08%
270DONALDSON CO INCDCI116,634$7.0M0.08%
271GUIDEWIRE SOFTWARE INCGWRE76,822$6.9M0.08%
272INSULET CORPPODD43,147$6.9M0.08%
273TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR87403910078,492$6.8M0.08%
274LILLY ELI & COLLY12,472$6.7M0.08%
275LIVENT CORPLIVG362,286$6.7M0.08%
276FMC CORPFMC99,533$6.7M0.08%
277LAKELAND FINANCIAL CORP511656100139,661$6.6M0.08%
278CUBESMARTCUBE173,464$6.6M0.08%
279CBIZ INC COMCBZ126,842$6.6M0.08%
280BLACKROCK INC-CLASS ABLK10,149$6.6M0.08%
281ENCOMPASS HEALTH CORPEHC97,646$6.6M0.08%
282STARBUCKS CORP COMSBUX71,707$6.5M0.08%
283ALLEGIANT TRAVEL CO COMALGT83,813$6.4M0.07%
284APPLIED MATERIALS INC03822210545,772$6.3M0.07%
285INTEGRA LIFESCIENCES HLDGS CP COM NEWIART165,924$6.3M0.07%
286BRIGHT HORIZONS FAM SOL IN DEL COM10919410077,746$6.3M0.07%
287EMERSON ELECTRICEMR65,257$6.3M0.07%
288AVIENT CORPAVNT177,360$6.3M0.07%
289POWER INTEGRATIONS INCPOWI82,062$6.3M0.07%
290NATERA INC COMNTRA141,119$6.2M0.07%
291TREEHOUSE FOODS INC89469A104143,052$6.2M0.07%
292GOOSEHEAD INS INC COM CL AGSHD83,629$6.2M0.07%
293SIMPLY GOOD FOODS COSMPL180,111$6.2M0.07%
294DOLLAR GENERAL25667710558,286$6.2M0.07%
295ISHARES RUSSELL 200046428765534,861$6.2M0.07%
296STRYKER CORPSYK22,269$6.1M0.07%
297AMERESCO INC CL AAMRC157,377$6.1M0.07%
298VICOR CORP COMVICR101,928$6.0M0.07%
299ISHARES RUSSELL 1000 VALUE INDEX FUND46428759839,086$5.9M0.07%
300ALTERYX INC CL A02156B103157,334$5.9M0.07%
301CHEMED CORP NEW COMCHE11,373$5.9M0.07%
302CRANE COMPANYCR65,296$5.8M0.07%
303AMERIS BANCORPABCB150,838$5.8M0.07%
304MORNINGSTAR INCMORN24,485$5.7M0.07%
305EVERCORE INC CLASS AEVR41,467$5.7M0.07%
306SURGERY PARTNERS INC COMSGRY195,003$5.7M0.07%
307TENABLE HLDGS INC COM88025T102126,898$5.7M0.07%
308INVESCO QQQ TRUST SERIES 1IVZ15,806$5.7M0.07%
309ANALOG DEVICESADI32,332$5.7M0.07%
310MONTROSE ENVIRONMENTAL GROUP I COMMEG185,221$5.4M0.06%
311ISHARES RUSSELL MIDCAP INDEX FUND46428749978,147$5.4M0.06%
312ECOLAB INCECL31,807$5.4M0.06%
313AZENTA INC COMAZTA107,001$5.4M0.06%
314NVIDIA CORPNVDA12,007$5.2M0.06%
315SYSCO CORPORATIONSYY78,256$5.2M0.06%
316LYONDELLBASELL INDUSTRIES N.V. CL ALYB54,109$5.1M0.06%
317MARATHON PETE CORP COMMARA33,852$5.1M0.06%
318TREX COMPANY, INC.TREX82,113$5.1M0.06%
319CHART INDS INC16115Q30829,815$5.0M0.06%
320POTLATCH CORP (REIT)737630103110,857$5.0M0.06%
321STANDEX INTERNATIONAL CORPORATION85423110734,274$5.0M0.06%
322IBMINTR35,561$5.0M0.06%
323PALOMAR HLDGS INC COMPLMR98,261$5.0M0.06%
324VANGUARD TOTAL STOCK MKT ETF92290876923,200$4.9M0.06%
325VERACYTE INCVCYT219,426$4.9M0.06%
326DEERE & CODE12,979$4.9M0.06%
327FARO TECHNOLOGIES INC311642102319,200$4.9M0.06%
328BLUEPRINT MEDICINES CORP09627Y10995,150$4.8M0.06%
329TYLER TECHNOLOGIES, INC.TYL12,363$4.8M0.06%
330DUPONT DE NEMOURS INCDD63,955$4.8M0.06%
331SCHLUMBERGER LTD.SLB80,269$4.7M0.05%
332BRISTOL MYERS SQUIBB COCELG-RI78,544$4.6M0.05%
333TEXAS INSTRUMENTS INC88250810428,617$4.6M0.05%
334RBC BEARINGS INCRBC19,380$4.5M0.05%
335AVID BIOSERVICES INC05368M106480,655$4.5M0.05%
336INTER PARFUMS INCINTR33,686$4.5M0.05%
337ANGIODYNAMICS INCANGO616,613$4.5M0.05%
338BANK AMER CORP COM060505104162,827$4.5M0.05%
339SIMON PROPERTY GROUP82880610940,669$4.4M0.05%
340TOPBUILD CORP COMBLD17,320$4.4M0.05%
341QIAGEN NV SHS NEWQGEN107,401$4.3M0.05%
342COLUMBIA SPORTSWEAR COCOLM58,513$4.3M0.05%
3433M COMPANYMMM45,663$4.3M0.05%
344DOW CHEMICAL CODOW82,739$4.3M0.05%
345EASTMAN CHEMICAL COEMN55,546$4.3M0.05%
346SHAKE SHACK INCSHAK73,323$4.3M0.05%
347PACIRA BIOSCIENCES INCPCRX137,925$4.2M0.05%
348WARBY PARKER INC CL A COMWRBY310,213$4.1M0.05%
349CHURCH & DWIGHTCHD43,926$4.0M0.05%
350AIR LEASE CORPAIIR101,987$4.0M0.05%
351ISHARES GOLD TR ISHARES NEWIAU114,635$4.0M0.05%
352XCEL ENERGY INCXELLL69,922$4.0M0.05%
353MASTERCARD INC-CLASS AMA10,085$4.0M0.05%
354PDF SOLUTIONS INC COMPDFS122,628$4.0M0.05%
355INSTALLED BLDG PRODS INC45780R10131,580$3.9M0.05%
356UNITED BANKSHARES INCUNTCW133,665$3.7M0.04%
357OCCIDENTAL PETE CORP COM67459910556,443$3.7M0.04%
358AFLAC INCAFL47,670$3.7M0.04%
359J & J SNACK FOODS CORPJJSF22,174$3.6M0.04%
360KIMBERLY CLARK CORP COMKMB29,986$3.6M0.04%
361AMERICAN TOWER CORP-CL A03027X10021,788$3.6M0.04%
362MODEL N INC607525102146,337$3.6M0.04%
363ITURAN LOCATION AND CONTROL SHSM6158M104118,123$3.5M0.04%
364ZURN ELKAY WATER SOLUTIONS CORP98983L108125,439$3.5M0.04%
365PHILLIPS 66PSX28,942$3.5M0.04%
366KENVUE INCKVUE171,647$3.4M0.04%
367RAMBUS INC DEL COMRMBS61,175$3.4M0.04%
368LANDSTAR SYS INCLSTR19,205$3.4M0.04%
369VANGUARD EXTENDED MARKET ETF92290865223,671$3.4M0.04%
370WESTERN ALLIANCE BANCORPWAL-PA73,299$3.4M0.04%
371VERIZON COMMUNICATIONS INC COMVZ102,985$3.3M0.04%
372AXONICS INC COM05465P10157,751$3.2M0.04%
373BWX TECHNOLOGIES INC COMBWXT42,145$3.2M0.04%
374TRANSMEDICS GROUP INC COMTMDX57,593$3.2M0.04%
375XENCOR INC COMXNCR154,320$3.1M0.04%
376ISHARES RUSSELL 2000 GROWTH INDEX FUND46428764813,823$3.1M0.04%
377WEYERHAEUSER COWY99,363$3.0M0.04%
378ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY33,696$2.9M0.03%
379MASCO CORPMAS54,295$2.9M0.03%
380DESKTOP METAL INC COM CL A25058X1051,956,644$2.9M0.03%
381GENERAL MILLS INC37033410444,569$2.9M0.03%
382ONESPAN INCOSPN261,141$2.8M0.03%
383CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO183,538$2.8M0.03%
384ONEOK, INCOKE43,597$2.8M0.03%
385VANGUARD GROWTH ETF92290873610,124$2.8M0.03%
386SPDR S&P BIOTECH ETF78464A87037,455$2.7M0.03%
387AMEX TECHNOLOGY SELECT SPDR FUND81369Y80316,449$2.7M0.03%
388VERICEL CORPVCEL79,629$2.7M0.03%
389NORDSON CORPNDSN11,794$2.6M0.03%
390TRANE TECHNOLOGIES PLC SHSTT12,791$2.6M0.03%
391BELLRING BRANDS INCBRBR62,835$2.6M0.03%
392VMWARE INC CL A92856340215,398$2.6M0.03%
393PHREESIA INC COMPHR137,213$2.6M0.03%
394US BANCORP DEL COM NEWUSB-PS75,870$2.5M0.03%
395DIODES INCDIOD31,711$2.5M0.03%
396INTEL CORPINTC70,192$2.5M0.03%
397INGEVITY CORPNGVT52,367$2.5M0.03%
398HOLOGIC INCHOLX35,862$2.5M0.03%
399HUNTSMAN CORPHUN101,766$2.5M0.03%
400FORWARD AIR CORP COMFWRD35,371$2.4M0.03%
401CANADIAN PACIFIC KANSAS CITY LTDCP32,097$2.4M0.03%
402DELL TECHNOLOGIES INC CL CDELL34,094$2.3M0.03%
403EATON CORP PLCETN10,981$2.3M0.03%
404ISHARES TR INTL QLTY FACTOR46434V45668,475$2.3M0.03%
405WELLS FARGO COMPANY94974610152,400$2.1M0.02%
406ISHARES INC MSCI GBL ETF NEW46434G84853,072$2.1M0.02%
407WALGREENS BOOTS ALLIANCE INC93142710887,048$1.9M0.02%
408DISCOVER FINANCIAL SERVICES25470910821,786$1.9M0.02%
409CSW INDUSTRIALS INC.CSW10,624$1.9M0.02%
410VANGUARD EMERG MARKET VIPERS92204285846,643$1.8M0.02%
411SCHWAB US SMALL-CAP ETF80852460743,550$1.8M0.02%
412SONY GROUP CORPORATION SPONSORED ADRSNEJF21,777$1.8M0.02%
413COLUMBIA EMERGING MARKETS CONS19762B50989,270$1.8M0.02%
414SILK ROAD MEDICAL INC82710M100118,929$1.8M0.02%
415EDWARDS LIFESCIENCES CORPORATIONEW25,561$1.8M0.02%
416WASTE MANAGEMENT INC94106L10911,522$1.8M0.02%
417AMERICAN WATER WORKS INC03042010313,666$1.7M0.02%
418CROWN CASTLE INTERNATIONAL CORPCCI18,198$1.7M0.02%
419YUM BRANDS INCYUM13,112$1.6M0.02%
420GENERAL ELECTRIC CO36960430114,726$1.6M0.02%
421STARWOOD PROPERTY TRUST INCSTHO82,700$1.6M0.02%
422VANGUARD FTSE ALL -WORLD EX-U92204277530,538$1.6M0.02%
423ISHARES MSCI JAPAN INDEX FUND N/C MORGAN STANLEY WEBS-JIS 92923H88946434G82225,062$1.5M0.02%
424VIPSHOP HLDGS LTD SPONSORED ADS AVIPS93,200$1.5M0.02%
425FNB CORPORATION302520101135,981$1.5M0.02%
426T. ROWE PRICE GROUP INC.TROW13,849$1.5M0.02%
427UNIVERSAL ELECTRONICS913483103159,004$1.4M0.02%
428QUALCOMM INC COMQCOM12,770$1.4M0.02%
429ISHARES RUSSELL MIDCAP GRWTH46428748115,377$1.4M0.02%
430SPDR SERIES TRUST S&P 600 SMCP VAL78464A30019,387$1.4M0.02%
431DUKE ENERGY CORPORATIONDUKB15,421$1.4M0.02%
432ISHARES TR ISHARES 1-5 YR (ETF)46428864626,962$1.3M0.02%
433CVS CAREMARK CORPORATIONCVS18,985$1.3M0.02%
434ISHARES MSCI EMERGING MARKETS INDEX46428723434,083$1.3M0.01%
435YETI HLDGS INCYETI25,940$1.3M0.01%
436SPDR S&P DIVIDEND ETF78464A76310,796$1.2M0.01%
437INMODE LTD SHSINMD38,600$1.2M0.01%
438BUNGE LIMITEDBG10,793$1.2M0.01%
439SOUTHERN COMPANYSOMN17,613$1.1M0.01%
440INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70411,178$1.1M0.01%
441PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V10182,200$1.1M0.01%
442CARRIER GLOBAL CORPORATION COMCARR19,264$1.1M0.01%
443SCHWAB US LARGE CAP ETF80852420120,809$1.1M0.01%
444GRACO INC.GGG14,361$1.0M0.01%
445FORTUNE BRAND INNOVATIONS INCFBIN16,737$1.0M0.01%
446ISHARES S&P SMALLCAP 600 INDEX FUND46428780410,457$986,4200.01%
447CSX CORPORATIONCSX31,707$974,9760.01%
448SCHWAB US BROAD MARKET ETF80852410219,402$967,1900.01%
449ENERGY SELECT SECTOR SPDR FUND81369Y50610,540$952,6830.01%
450FIDELITY NATIONAL INFORMATION31620M10617,077$943,8460.01%
451ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADSASX121,000$909,9200.01%
452BANK OF NEW YORK MELLON CORP06405810020,239$863,1930.01%
453SCHWAB INTL EQUITY ETF80852480525,278$858,4410.01%
454AT & T INCT-PC55,945$840,2910.01%
455SHELL PLCRYDAF12,746$820,5870.01%
456CORTEVA INCCTVA15,954$816,1870.01%
457GILEAD SCIENCES INC.GILD10,298$771,7630.01%
458PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V40848,725$730,3880.01%
459FORTINET INCFTNT12,295$721,4710.01%
460NEWMONT CORPNEMCL18,768$693,4780.01%
461VALE S A ADRVALE50,574$677,6920.01%
462ZIONS BANCORPORATION98970110719,311$673,7610.01%
463ISHARES TR CORE MSCI EAFE46432F84210,148$653,0040.01%
464CAPRI HOLDINGS LIMITED SHSCPRI12,380$651,3120.01%
465BROWN-FORMAN CORPORATION CLS BBF-B11,252$649,1280.01%
466KT CORP SPONSORED ADRKT49,300$632,0260.01%
467COGNEX CORPCGNX14,800$628,1120.01%
468MARATHON OIL GROUPMARA23,425$626,6280.01%
469KINDER MORGAN INCEP-PC37,772$626,2620.01%
470CATALENT INC14880610213,380$609,1910.01%
471SCHWAB STRATEGIC TR SHT TM US TRES80852486212,661$606,3350.01%
472THE CHARLES SCHWAB CORPORATION COMSCHW-PJ10,836$594,9010.01%
473PINTEREST INC CL APINS21,993$594,4710.01%
474VANGUARD EUROPE PACIFIC ETF92194385813,316$582,1750.01%
475CEMEX SAB DE CV SPON ADR NEWCXMSF89,200$579,8000.01%
476SCHWAB STRATEGIC T INTRM TRM TRES80852485412,094$579,7860.01%
477PROSHARES SHORT 20 TREASURY74347X84923,000$578,4500.01%
478ENBRIDGE INCENNPF17,107$567,7810.01%
479BP AMOCO PLCBPPFF14,568$564,0560.01%
480FINANCIAL SELECT SECTOR SPDR FUND81369Y60515,883$526,8390.01%
481BAXTER INTERNATIONAL INC.07181310913,840$522,3220.01%
482BLACKSTONE MORTGAGE TRUSTBX23,750$516,5630.01%
483ALTRIA GROUP INCMO12,134$510,2230.01%
484BANK OF HAWAII CORPORATION06254010910,156$504,6520.01%
485LIBERTY GLOBAL PLCLBTYK27,070$502,4190.01%
486YY INC ADS REPCOM CLAJOYY13,000$495,4300.01%
487ZIM INTEGRATED SHIPPING SERV SHSZIM46,500$485,9250.01%
488SCHWAB US REIT ETF80852484725,998$461,4650.01%
489HARLEY-DAVIDSON INCHOG13,610$449,9470.01%
490CORNING INCGLW14,687$447,5130.01%
491ISHARES S&P PREF STK INDEX FD46428868714,388$433,7980.01%
492ISHARES SILVER TRUSTSLV19,500$396,6300.00%
493VODAFONE GROUP PLC92857W30841,538$393,7800.00%
494ENERGY TRANSFER EQUITY LPET-PI26,487$371,6130.00%
495WILLIAMS COMPANIES INC96945710010,985$370,0850.00%
496SPDR INDEX SHS FDS S&P INTL SMLCP78463X87112,676$369,3870.00%
497COTERRA ENERGY INC COMCTRA12,702$343,6010.00%
498DIMENSIONAL ETF TRUST US CORE EQUITY 225434V70812,494$327,3430.00%
499KONINKLIJKE PHILIPS ELECTRONICS N.VRYLPF15,433$307,7340.00%
500CARETRUST REIT INCCTRE15,000$307,5000.00%