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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

COLDSTREAM CAPITAL MANAGEMENT INC

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001082339-25-000002

Total Value
$4.70B
Positions
3,540
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200764,615$429.6M9.74%
2MICROSOFT CORPMSFT546,283$205.1M4.65%
3PROSHARES TR74347B6802,505,833$202.1M4.58%
4ISHARES TR46434V8035,345,402$194.0M4.40%
5ISHARES TR4642874401,956,939$186.6M4.23%
6VANGUARD INDEX FDS922908363354,793$182.3M4.13%
7VANGUARD INDEX FDS922908637479,072$123.1M2.79%
8VANGUARD TAX-MANAGED FDS9219438582,343,087$119.1M2.70%
9APPLE INCAAPL495,144$110.0M2.49%
10VANGUARD INDEX FDS922908736295,762$109.7M2.49%
11ISHARES TR46435G2681,208,842$75.6M1.71%
12NVIDIA CORPORATIONNVDA659,190$71.4M1.62%
13AMAZON COM INCAMZN370,065$70.4M1.60%
14VANGUARD SCOTTSDALE FDS92206C1021,155,628$67.8M1.54%
15ISHARES TR464287622215,318$66.0M1.50%
16ISHARES TR4642875071,070,479$62.5M1.42%
17ISHARES TR464288414586,863$61.9M1.40%
18VANGUARD INDEX FDS922908744267,984$46.3M1.05%
19VANGUARD INDEX FDS922908652265,698$45.8M1.04%
20VANGUARD INDEX FDS922908629149,906$38.8M0.88%
21META PLATFORMS INCMETA65,120$37.5M0.85%
22ISHARES TR46436E718358,500$36.1M0.82%
23VANGUARD INTL EQUITY INDEX F922042858748,654$33.9M0.77%
24ISHARES TR46432F842445,808$33.7M0.76%
25BERKSHIRE HATHAWAY INC DELBRK-A60,174$32.0M0.73%
26VANGUARD INDEX FDS922908769110,815$30.5M0.69%
27ISHARES TR464287499304,531$25.9M0.59%
28ISHARES TR464288273403,601$25.6M0.58%
29WISDOMTREE TRWT499,124$24.7M0.56%
30ISHARES TR464287226243,979$24.1M0.55%
31COSTCO WHSL CORP NEW22160K10523,824$22.5M0.51%
32JPMORGAN CHASE & CO.VYLD91,333$22.4M0.51%
33SPDR SER TR78468R663240,044$22.0M0.50%
34VANGUARD SPECIALIZED FUNDS921908844108,912$21.1M0.48%
35ISHARES TR46435G326304,875$21.0M0.48%
36VANGUARD INTL EQUITY INDEX F922042742180,850$21.0M0.48%
37ALPHABET INCGOOG135,260$20.9M0.47%
38VISA INCV58,528$20.5M0.47%
39ELI LILLY & COLLY23,529$19.4M0.44%
40ALPHABET INCGOOG123,719$19.3M0.44%
41STARBUCKS CORPSBUX196,450$19.3M0.44%
42ISHARES TR46435G847560,277$18.7M0.42%
43VANGUARD INDEX FDS92290875183,522$18.5M0.42%
44SCHWAB STRATEGIC TR808524201777,996$17.2M0.39%
45EXXON MOBIL CORPXOM140,102$16.7M0.38%
46TESLA INCTSLA64,127$16.6M0.38%
47ISHARES INC46434G103298,831$16.1M0.37%
48SPDR S&P 500 ETF TRSPY27,887$15.6M0.35%
49BROADCOM INCAVGO92,165$15.4M0.35%
50MASTERCARD INCORPORATEDMA27,497$15.1M0.34%
51ISHARES TR464287234344,388$15.0M0.34%
52PROCTER AND GAMBLE CO74271810986,648$14.8M0.33%
53UNITEDHEALTH GROUP INCUNH27,447$14.4M0.33%
54HOME DEPOT INCHD38,796$14.2M0.32%
55VANGUARD INTL EQUITY INDEX F922042775231,400$14.0M0.32%
56ABBVIE INCABBV66,605$14.0M0.32%
57ISHARES TR46429B267577,799$13.3M0.30%
58JOHNSON & JOHNSONJNJ79,653$13.2M0.30%
59WALMART INCWMT134,473$11.8M0.27%
60DBX ETF TR233051630424,516$11.5M0.26%
61CISCO SYS INCCSCO182,214$11.2M0.25%
62AT&T INCT-PC386,311$10.9M0.25%
63CHEVRON CORP NEWCVX64,729$10.8M0.25%
64NETFLIX INCNFLX11,368$10.6M0.24%
65VANGUARD INTL EQUITY INDEX F92204271890,819$10.5M0.24%
66INTERNATIONAL BUSINESS MACHSINTR40,807$10.1M0.23%
67INVESCO QQQ TRIVZ21,339$10.0M0.23%
68ORACLE CORPORCL-PD71,149$9.9M0.23%
69COCA COLA COKO137,726$9.9M0.22%
70ABBOTT LABSABLZF72,569$9.6M0.22%
71MCDONALDS CORPMCD30,588$9.6M0.22%
72MERCK & CO INCMRK103,350$9.3M0.21%
73SCHWAB STRATEGIC TR808524300350,241$8.8M0.20%
74VANGUARD SCOTTSDALE FDS92206C73034,335$8.7M0.20%
75VERIZON COMMUNICATIONS INCVZ189,752$8.6M0.20%
76PEPSICO INCPEP57,340$8.6M0.19%
77ISHARES INC46434G509305,225$8.6M0.19%
78ISHARES TR46428730991,867$8.5M0.19%
79SELECT SECTOR SPDR TR81369Y886107,444$8.5M0.19%
80ISHARES TR46428866171,368$8.4M0.19%
81CATERPILLAR INCCAT25,387$8.4M0.19%
82ISHARES TR464287465102,226$8.4M0.19%
83ISHARES TR46428761422,923$8.3M0.19%
84RTX CORPORATIONRTX61,938$8.2M0.19%
85LINDE PLCLIN17,407$8.1M0.18%
86ACCENTURE PLC IRELANDACN25,661$8.0M0.18%
87TJX COS INC NEW87254010964,724$7.9M0.18%
88WASTE MGMT INC DEL94106L10933,894$7.8M0.18%
89NEXTERA ENERGY INCNEE-PW108,952$7.7M0.18%
90ISHARES TR46432F834105,924$7.4M0.17%
91MORGAN STANLEYMS-PQ62,492$7.3M0.17%
92HONEYWELL INTL INC43851610633,865$7.2M0.16%
93BLACKROCK INCBLK7,440$7.0M0.16%
94AFLAC INCAFL62,728$7.0M0.16%
95INVESCO EXCHANGE TRADED FD TIVZ179,254$6.9M0.16%
96SOUTHERN COSOMN74,270$6.8M0.15%
97DUKE ENERGY CORP NEWDUKB54,587$6.7M0.15%
98TEXAS INSTRS INC88250810436,942$6.6M0.15%
99AMERICAN TOWER CORP NEW03027X10029,479$6.4M0.15%
100ISHARES TR46428865361,701$6.4M0.15%
101ANALOG DEVICES INCADI31,641$6.4M0.14%
102ISHARES TR46428815859,798$6.3M0.14%
103SALESFORCE INCCRM23,173$6.2M0.14%
104VANGUARD INDEX FDS92290855366,803$6.0M0.14%
105PHILIP MORRIS INTL INC71817210937,931$6.0M0.14%
106LAM RESEARCH CORPLRCX81,478$5.9M0.13%
107DEERE & CODE12,365$5.8M0.13%
108ISHARES TR464288240103,970$5.8M0.13%
109ZOETIS INCZTS33,944$5.6M0.13%
110AMGEN INCAMGN17,888$5.6M0.13%
111THERMO FISHER SCIENTIFIC INCTMO11,174$5.6M0.13%
112INTUITIVE SURGICAL INCISRG10,870$5.4M0.12%
113REALTY INCOME CORPO92,069$5.3M0.12%
114ISHARES TR46428765526,747$5.3M0.12%
115VANGUARD BD INDEX FDS92193782767,917$5.3M0.12%
116KLA CORPKLAC7,741$5.3M0.12%
117PHILLIPS 66PSX41,283$5.1M0.12%
118ISHARES TR46428767139,332$5.0M0.11%
119VANGUARD BD INDEX FDS92193783565,751$4.8M0.11%
120BANK AMERICA CORP060505104113,620$4.7M0.11%
121VANGUARD WORLD FD92191087323,461$4.7M0.11%
122S&P GLOBAL INCSPGI9,203$4.7M0.11%
123ISHARES TR46428760656,007$4.7M0.11%
124ISHARES TR46436E866197,729$4.6M0.10%
125INTUITINTU7,516$4.6M0.10%
126VANGUARD SCOTTSDALE FDS92206C70677,497$4.6M0.10%
127GALLAGHER ARTHUR J & CO36357610913,157$4.5M0.10%
128MEDTRONIC PLCMDT50,387$4.5M0.10%
129EQUITY RESIDENTIALEQR63,104$4.5M0.10%
130GE AEROSPACE36960430122,491$4.5M0.10%
131SERVICENOW INCNOW5,512$4.4M0.10%
132ISHARES TR46428748136,971$4.3M0.10%
133PACCAR INCPCAR44,203$4.3M0.10%
134ISHARES TR46428764816,735$4.3M0.10%
135LOWES COS INC54866110717,601$4.1M0.09%
136SCHWAB STRATEGIC TR808524888114,296$4.1M0.09%
137QUALCOMM INCQCOM26,361$4.0M0.09%
138BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M0.09%
139VANGUARD INDEX FDS92290861120,980$3.9M0.09%
140INVESCO EXCHANGE TRADED FD TIVZ88,466$3.9M0.09%
141BOEING COBA-PA22,562$3.8M0.09%
142NIKE INCNKE60,229$3.8M0.09%
143FISERV INCFISV17,180$3.8M0.09%
144UNION PAC CORPUNP15,997$3.8M0.09%
145CONOCOPHILLIPSCOP35,920$3.8M0.09%
146WELLS FARGO CO NEW94974610152,105$3.7M0.08%
147AMERICAN EXPRESS COAXP13,783$3.7M0.08%
148ONEOK INC NEWOKE37,288$3.7M0.08%
149AXON ENTERPRISE INCAXON7,013$3.7M0.08%
150ADOBE INCADBE9,477$3.6M0.08%
151WILLIAMS SONOMA INCWSM22,926$3.6M0.08%
152PROGRESSIVE CORP74331510312,753$3.6M0.08%
153NOVO-NORDISK A SNONOF51,717$3.6M0.08%
154VANGUARD SCOTTSDALE FDS92206C66444,092$3.6M0.08%
155DISNEY WALT CO25468710635,728$3.5M0.08%
156BROWN & BROWN INCBRO28,205$3.5M0.08%
157ISHARES TR46434V46418,305$3.5M0.08%
158ADVANCED MICRO DEVICES INCAMD33,975$3.5M0.08%
159EXPEDITORS INTL WASH INC30213010928,122$3.4M0.08%
160T-MOBILE US INCTMUSZ12,611$3.4M0.08%
161GOLDMAN SACHS GROUP INCGSCE6,150$3.4M0.08%
162CARDINAL HEALTH INCCAH24,072$3.3M0.08%
163BOOKING HOLDINGS INCBKNG706$3.3M0.07%
164WP CAREY INC92936U10950,782$3.2M0.07%
165ISHARES TR46428770526,372$3.2M0.07%
166STERIS PLCSTE13,825$3.1M0.07%
167STRYKER CORPORATIONSYK8,396$3.1M0.07%
168BOSTON SCIENTIFIC CORPBSX30,862$3.1M0.07%
169EBAY INC.EBAY45,719$3.1M0.07%
170DANAHER CORPORATION23585110215,100$3.1M0.07%
171PALANTIR TECHNOLOGIES INCPLTR36,609$3.1M0.07%
172MARSH & MCLENNAN COS INC57174810212,360$3.0M0.07%
173QUEST DIAGNOSTICS INCDGX17,564$3.0M0.07%
174COTERRA ENERGY INCCTRA102,437$3.0M0.07%
175TRACTOR SUPPLY COTSCO53,201$2.9M0.07%
176MARATHON PETE CORPMARA20,062$2.9M0.07%
177APPLIED MATLS INC03822210520,079$2.9M0.07%
178INTERCONTINENTAL EXCHANGE IN45866F10416,885$2.9M0.07%
179EATON CORP PLCETN10,664$2.9M0.07%
180RELIANCE INCRS9,895$2.9M0.06%
181MOLSON COORS BEVERAGE COTAP-A46,702$2.8M0.06%
182GILEAD SCIENCES INCGILD25,268$2.8M0.06%
183MONOLITHIC PWR SYS INC6098391054,881$2.8M0.06%
184BROADRIDGE FINL SOLUTIONS IN11133T10311,643$2.8M0.06%
185GRACO INCGGG33,659$2.8M0.06%
186LATTICE STRATEGIES TR51841640955,323$2.8M0.06%
187REGIONS FINANCIAL CORP NEWRF-PF127,954$2.8M0.06%
188US BANCORP DELUSB-PS64,876$2.7M0.06%
189TEXAS ROADHOUSE INCTXRH16,367$2.7M0.06%
190WATSCO INCWSO-B5,353$2.7M0.06%
191ISHARES TR46435U259105,219$2.7M0.06%
192COMCAST CORP NEWCCZ72,209$2.7M0.06%
193SCHWAB STRATEGIC TR808524508101,588$2.7M0.06%
194ALLIANT ENERGY CORPLNT41,314$2.7M0.06%
195AMDOCS LTDDOX28,824$2.6M0.06%
196ISHARES TR46438G687102,821$2.6M0.06%
197AVISTA CORPAVA62,220$2.6M0.06%
198ENCOMPASS HEALTH CORPEHC25,667$2.6M0.06%
199ALTRIA GROUP INCMO43,028$2.6M0.06%
200ISHARES TR46435GAA0106,289$2.6M0.06%
201LENNOX INTL INC5261071074,583$2.6M0.06%
202SERVICE CORP INTL81756510431,725$2.5M0.06%
203ISHARES TR46428825721,850$2.5M0.06%
204REINSURANCE GRP OF AMERICA I75935160412,900$2.5M0.06%
205PALO ALTO NETWORKS INCPANW14,817$2.5M0.06%
206SILGAN HLDGS INCSLGN49,011$2.5M0.06%
207IDEX CORP45167R10413,840$2.5M0.06%
208VERTEX PHARMACEUTICALS INCVRTX5,163$2.5M0.06%
209AVALONBAY CMNTYS INCAWX11,659$2.5M0.06%
210WISDOMTREE TRWT31,153$2.5M0.06%
211ISHARES TR46436E16398,556$2.5M0.06%
212TAIWAN SEMICONDUCTOR MFG LTD87403910014,747$2.4M0.06%
213STAG INDL INC85254J10267,360$2.4M0.06%
214LOCKHEED MARTIN CORPLMT5,429$2.4M0.05%
215CLOROX CO DELCLX16,103$2.4M0.05%
216AUTOMATIC DATA PROCESSING INADP7,731$2.4M0.05%
217AON PLCAON5,906$2.4M0.05%
218CHUBB LIMITEDCB7,779$2.3M0.05%
219CUBESMARTCUBE54,885$2.3M0.05%
220MCKESSON CORPMCK3,459$2.3M0.05%
221RLI CORPRLI28,850$2.3M0.05%
222MARKETAXESS HLDGS INCMKTX10,701$2.3M0.05%
223AES CORPAES186,272$2.3M0.05%
224OMEGA HEALTHCARE INVS INC68193610060,623$2.3M0.05%
225DOMINOS PIZZA INCDPZ5,016$2.3M0.05%
226FAIR ISAAC CORPFICO1,235$2.3M0.05%
227GLOBAL PMTS INC37940X10223,089$2.3M0.05%
228NUSHARES ETF TRNU28,630$2.2M0.05%
229LITTELFUSE INCLFUS11,340$2.2M0.05%
230ISHARES TR46435U28386,483$2.2M0.05%
231DICKS SPORTING GOODS INC25339310210,737$2.2M0.05%
232PFIZER INCPFE85,068$2.2M0.05%
233BRISTOL-MYERS SQUIBB COCELG-RI35,233$2.1M0.05%
234COMMERCE BANCSHARES INCCBSH34,322$2.1M0.05%
235MONDELEZ INTL INC60920710531,158$2.1M0.05%
236ISHARES TR46435G42517,259$2.1M0.05%
237CITIGROUP INCC-PR29,459$2.1M0.05%
238ISHARES TR46428716815,554$2.1M0.05%
239ELEVANCE HEALTH INCELV4,793$2.1M0.05%
240KBR INCKBR41,690$2.1M0.05%
241INTEL CORPINTC91,432$2.1M0.05%
242AMERIPRISE FINL INC03076C1064,285$2.1M0.05%
243ISHARES TR46435U32581,985$2.1M0.05%
244MCGRATH RENTCORPMGRC18,600$2.1M0.05%
245ISHARES TR46434VBD182,234$2.1M0.05%
246LANDSTAR SYS INCLSTR13,747$2.1M0.05%
247MAIN STR CAP CORP56035L10436,451$2.1M0.05%
248AUTOZONE INCAZO536$2.0M0.05%
249CADENCE DESIGN SYSTEM INCCDNS7,916$2.0M0.05%
250BANK OZK LITTLE ROCK ARKOZKAP46,203$2.0M0.05%
251SCHWAB STRATEGIC TR80852479771,530$2.0M0.05%
252ISHARES TR46435U51578,838$2.0M0.05%
253OREILLY AUTOMOTIVE INC67103H1071,389$2.0M0.05%
254ILLINOIS TOOL WKS INC4523081098,006$2.0M0.05%
255EMERSON ELEC COEMR18,070$2.0M0.04%
256TRANE TECHNOLOGIES PLCTT5,876$2.0M0.04%
257THE CIGNA GROUP1255231006,000$2.0M0.04%
258ISHARES TR46428858820,927$2.0M0.04%
259AMPHENOL CORP NEW03209510129,905$2.0M0.04%
260GENERAL DYNAMICS CORPGD7,147$1.9M0.04%
261UBER TECHNOLOGIES INCUBER26,734$1.9M0.04%
262POOL CORPPOOL6,074$1.9M0.04%
263GLOBAL X FDS37954Y29330,158$1.9M0.04%
264PROLOGIS INC.PLDGP17,088$1.9M0.04%
265ISHARES TR46435UAA978,793$1.9M0.04%
266SHERWIN WILLIAMS COSHW5,420$1.9M0.04%
267ISHARES TR46434V61340,605$1.9M0.04%
268SPDR SER TR78468R52318,571$1.8M0.04%
269SCHWAB CHARLES CORPSCHW-PJ23,489$1.8M0.04%
270TD SYNNEX CORPORATIONSNX17,307$1.8M0.04%
271ISHARES TR4642874089,373$1.8M0.04%
272ALLSTATE CORPALL-PJ8,545$1.8M0.04%
273VANGUARD WHITEHALL FDS92194640613,656$1.8M0.04%
274GE VERNOVA INCGEV5,758$1.8M0.04%
275ISHARES TR46436E20575,083$1.7M0.04%
276NORTHROP GRUMMAN CORPNOC3,372$1.7M0.04%
277WELLTOWER INCWELL11,231$1.7M0.04%
278FORTIVE CORPFTV23,447$1.7M0.04%
279PARKER-HANNIFIN CORPPH2,818$1.7M0.04%
280SCHWAB STRATEGIC TR80852486269,795$1.7M0.04%
281ISHARES TR46436E72677,731$1.7M0.04%
282BADGER METER INCBMI8,825$1.7M0.04%
283ISHARES TR46438G65365,037$1.7M0.04%
284ISHARES TR46435U43262,333$1.7M0.04%
285MOTOROLA SOLUTIONS INCMSI3,774$1.7M0.04%
286ISHARES TR46428780415,792$1.7M0.04%
287EMCOR GROUP INCEME4,453$1.6M0.04%
288PAYCHEX INCPAYX10,647$1.6M0.04%
289CROWDSTRIKE HLDGS INCCRWD4,645$1.6M0.04%
290SPDR SER TR78464A85424,856$1.6M0.04%
291CHIPOTLE MEXICAN GRILL INCCMG32,207$1.6M0.04%
292ISHARES TR46435G51619,525$1.6M0.04%
293SPDR GOLD TRGLD5,519$1.6M0.04%
294ASML HOLDING N VASMLF2,385$1.6M0.04%
295PNC FINL SVCS GROUP INC6934751058,978$1.6M0.04%
296MICRON TECHNOLOGY INCMU18,113$1.6M0.04%
297COPART INCCPRT27,811$1.6M0.04%
298ISHARES TR46436E48675,623$1.6M0.04%
299SCHWAB STRATEGIC TR80852460766,730$1.6M0.04%
300AIR PRODS & CHEMS INCAIIR5,228$1.5M0.03%
301MARRIOTT INTL INC NEW5719032026,424$1.5M0.03%
302UNITED RENTALS INCURI2,420$1.5M0.03%
303AMERICAN CENTY ETF TR02507280221,391$1.5M0.03%
304TARGA RES CORPTRGP7,358$1.5M0.03%
305BLACKSTONE INCBX10,524$1.5M0.03%
306SAP SESAPGF5,414$1.5M0.03%
307NORFOLK SOUTHN CORP6558441086,125$1.5M0.03%
308ISHARES TR46436E31258,014$1.4M0.03%
309ISHARES TR46428857014,025$1.4M0.03%
310DOMINION ENERGY INCD25,569$1.4M0.03%
311SYNOPSYS INCSNPS3,338$1.4M0.03%
312CME GROUP INCCME5,313$1.4M0.03%
313MOODYS CORPMCO3,019$1.4M0.03%
314AUTODESK INCADSK5,329$1.4M0.03%
315WILLIAMS COS INC96945710023,308$1.4M0.03%
316YUM BRANDS INCYUM8,829$1.4M0.03%
317ARISTA NETWORKS INCANET17,819$1.4M0.03%
318ISHARES TR46432F3398,023$1.4M0.03%
319CSX CORPCSX46,314$1.4M0.03%
320CONSTELLATION ENERGY CORPCEG6,748$1.4M0.03%
3213M COMMM9,256$1.4M0.03%
322METLIFE INCMET-PF16,910$1.4M0.03%
323ISHARES TR46436E13053,119$1.4M0.03%
324CAPITAL ONE FINL CORP14040H1057,571$1.4M0.03%
325UNITY SOFTWARE INCU69,096$1.4M0.03%
326KROGER COKR19,867$1.3M0.03%
327TRAVELERS COMPANIES INCTRV5,049$1.3M0.03%
328J P MORGAN EXCHANGE TRADED F46641Q33223,206$1.3M0.03%
329DIMENSIONAL ETF TRUST25434V70840,178$1.3M0.03%
330ASTRAZENECA PLCAZN17,723$1.3M0.03%
331COLGATE PALMOLIVE COCL13,789$1.3M0.03%
332ISHARES TR46436E55132,926$1.3M0.03%
333VANGUARD STAR FDS92190976820,672$1.3M0.03%
334HCA HEALTHCARE INCHCA3,673$1.3M0.03%
335REPUBLIC SVCS INC7607591005,229$1.3M0.03%
336VANGUARD BD INDEX FDS92193781916,517$1.3M0.03%
337ROPER TECHNOLOGIES INCROP2,125$1.3M0.03%
338SCHWAB STRATEGIC TR80852478954,096$1.2M0.03%
339LATTICE STRATEGIES TR51841610240,113$1.2M0.03%
340CVS HEALTH CORPCVS18,282$1.2M0.03%
341FORTINET INCFTNT12,858$1.2M0.03%
342ISHARES TR4642874739,750$1.2M0.03%
343ISHARES TR4642871014,475$1.2M0.03%
344MATSON INCMATX9,447$1.2M0.03%
345CINTAS CORPCTAS5,870$1.2M0.03%
346WATERS CORP9418481033,261$1.2M0.03%
347FEDEX CORPFDX4,847$1.2M0.03%
348BANK NEW YORK MELLON CORP06405810014,087$1.2M0.03%
349ROYAL CARIBBEAN GROUPV7780T1035,728$1.2M0.03%
350SCHLUMBERGER LTDSLB28,124$1.2M0.03%
351UNITED PARCEL SERVICE INCUPS10,553$1.2M0.03%
352STIFEL FINL CORP86063010212,310$1.2M0.03%
353DISCOVER FINL SVCS2547091086,700$1.1M0.03%
354ENTERGY CORP NEWENO13,317$1.1M0.03%
355HUBBELL INCHUBB3,434$1.1M0.03%
356VANGUARD SCOTTSDALE FDS92206C68012,246$1.1M0.03%
357EQUINIX INCEQIX1,388$1.1M0.03%
358KINDER MORGAN INC DELEP-PC39,594$1.1M0.03%
359ECOLAB INCECL4,452$1.1M0.03%
360XCEL ENERGY INCXELLL15,755$1.1M0.03%
361PRUDENTIAL FINL INCPUKPF9,982$1.1M0.03%
362BJS WHSL CLUB HLDGS INC05550J1019,761$1.1M0.03%
363QUANTA SVCS INC74762E1024,357$1.1M0.03%
364SPDR S&P MIDCAP 400 ETF TRMDY2,050$1.1M0.02%
365EQT CORPEQT20,372$1.1M0.02%
366SIMON PPTY GROUP INC NEW8288061096,538$1.1M0.02%
367ISHARES TR4642875985,722$1.1M0.02%
368GARTNER INCIT2,542$1.1M0.02%
369ISHARES INC46434G76419,353$1.1M0.02%
370APPLOVIN CORPAPP3,991$1.1M0.02%
371SPOTIFY TECHNOLOGY S ASPOT1,893$1.0M0.02%
372TRANSDIGM GROUP INCTDG749$1.0M0.02%
373FIRST TR EXCHANGE TRAD FD VI33739H10140,557$1.0M0.02%
374BECTON DICKINSON & COBDX4,512$1.0M0.02%
375UNUM GROUPUNMA12,517$1.0M0.02%
376GENERAL MTRS CO37045V10021,489$1.0M0.02%
377ISHARES TR4642887606,594$1.0M0.02%
378TE CONNECTIVITY PLCTEL7,134$1.0M0.02%
379DEVON ENERGY CORP NEW25179M10326,951$1.0M0.02%
380FREEPORT-MCMORAN INCFCX26,533$1.0M0.02%
381AMERICAN ELEC PWR CO INC0255371019,171$1.0M0.02%
382HOWMET AEROSPACE INCHWM7,589$984,5410.02%
383HARTFORD INSURANCE GROUP INCHIG-PG7,945$983,0150.02%
384FASTENAL COFAST12,645$980,6520.02%
385DIMENSIONAL ETF TRUST25434V62515,969$979,3790.02%
386AMERICAN INTL GROUP INC02687478411,235$976,7320.02%
387BLACKROCK ETF TRUSTBLK19,988$974,6150.02%
388ROCKWELL AUTOMATION INCROK3,738$965,9560.02%
389CROWN CASTLE INCCCI9,260$965,1300.02%
390AMETEK INCAME5,599$963,8090.02%
391CENCORA INCCOR3,426$952,7370.02%
392VISTRA CORPVST8,083$949,2850.02%
393ISHARES TR46428766310,115$933,5300.02%
394MURPHY USA INCMUSA1,971$925,9960.02%
395PAYPAL HLDGS INCPYPL14,182$925,3780.02%
396TOLL BROTHERS INCTOL8,725$921,2730.02%
397VALERO ENERGY CORPVLO6,830$902,0810.02%
398EOG RES INCEOG7,033$901,9650.02%
399TRUIST FINL CORP89832Q10921,888$900,7120.02%
400EXELON CORPEXC19,537$900,2540.02%
401GE HEALTHCARE TECHNOLOGIES IGEHC11,154$900,2170.02%
402MONSTER BEVERAGE CORP NEWMNST15,372$899,5710.02%
403NOVARTIS AGNVSEF8,041$896,4110.02%
404JOHNSON CTLS INTL PLCG5150210511,161$894,1430.02%
405CULLEN FROST BANKERS INCCFR-PB7,119$891,2840.02%
406SHELL PLCRYDAF12,103$886,9080.02%
407NXP SEMICONDUCTORS N VNXPI4,640$881,8860.02%
408HILTON WORLDWIDE HLDGS INCHLT3,857$877,6620.02%
409ISHARES TR46428887714,763$870,1320.02%
410INNOVATOR ETFS TRUSTINHD22,196$862,3150.02%
411GRAINGER W W INC384802104870$859,8080.02%
412MSCI INCMSCI1,514$856,0990.02%
413DIAMONDBACK ENERGY INCFANG5,352$855,7310.02%
414REGENERON PHARMACEUTICALSREGN1,338$848,7320.02%
415DIGITAL RLTY TR INC2538681035,860$839,6390.02%
416SCHWAB STRATEGIC TR80852475523,216$839,0250.02%
417OCCIDENTAL PETE CORP67459910516,935$835,9070.02%
418PACKAGING CORP AMER6951561094,193$830,2960.02%
419CUMMINS INCCMI2,635$825,9730.02%
420VEEVA SYS INCVEEV3,544$820,8970.02%
421FACTSET RESH SYS INC3030751051,796$816,6620.02%
422EAST WEST BANCORP INCEWBC9,092$816,0990.02%
423PARAMOUNT GLOBAL92556H20667,272$804,5740.02%
424DECKERS OUTDOOR CORPDECK7,188$803,6920.02%
425OWENS CORNING NEWOC5,615$801,9350.02%
426AECOMACM8,633$800,5390.02%
427MOLINA HEALTHCARE INCMOH2,420$797,1250.02%
428CITIZENS FINL GROUP INCCIA19,426$795,8990.02%
429CORTEVA INCCTVA12,634$795,0780.02%
430ITT INCITT6,145$793,7360.02%
431MCCORMICK & CO INCMKC-V9,643$793,7000.02%
432UBS GROUP AGUBS25,889$792,9810.02%
433DUPONT DE NEMOURS INCDD10,575$789,7370.02%
434CARLISLE COS INC1423391002,294$781,0360.02%
435ISHARES TR46429B65515,268$779,4180.02%
436ROSS STORES INCROST6,097$779,1970.02%
437CARRIER GLOBAL CORPORATIONCARR12,241$776,1110.02%
438PUBLIC SVC ENTERPRISE GRP IN7445731069,390$772,7970.02%
439LINCOLN ELEC HLDGS INC5339001064,082$772,1530.02%
440VORNADO RLTY TR92904210920,793$769,1340.02%
441EDWARDS LIFESCIENCES CORPEW10,539$763,8940.02%
442FIDELITY NATL INFORMATION SV31620M10610,193$761,1930.02%
443MARTIN MARIETTA MATLS INC5732841061,592$760,9890.02%
444WORKDAY INCWDAY3,257$760,6060.02%
445WEYERHAEUSER CO MTN BEWY25,899$758,3480.02%
446NRG ENERGY INCNRG7,921$756,1400.02%
447DEXCOM INCDXCM11,010$751,8740.02%
448MICROSOFT CORPMSFT2,000$750,7800.02%
449ISHARES TR4642876892,361$749,9170.02%
450AMERICAN WTR WKS CO INC NEW0304201035,055$745,7820.02%
451VERISIGN INCVRSN2,914$739,7780.02%
452BUILDERS FIRSTSOURCE INCBLDR5,893$736,2720.02%
453D R HORTON INC23331A1095,791$736,2590.02%
454HESS CORPHESM4,599$734,5990.02%
455FIFTH THIRD BANCORPFITBM18,699$733,0140.02%
456ISHARES TR46436E84132,645$731,9010.02%
457KINSALE CAP GROUP INC49714P1081,501$730,5580.02%
458CANADIAN PACIFIC KANSAS CITYCP10,366$727,7980.02%
459CHARTER COMMUNICATIONS INC N16119P1081,968$725,1610.02%
460JEFFERIES FINL GROUP INC47233W10913,523$724,4290.02%
461ISHARES TR4642888026,296$723,1680.02%
462SPROUTS FMRS MKT INC85208M1024,733$722,4460.02%
463NVENT ELECTRIC PLCNVT13,748$720,6710.02%
464DIMENSIONAL ETF TRUST25434V50012,031$718,8520.02%
465UNILEVER PLCUNLYF12,042$717,1020.02%
466SEA LTDSE5,491$716,5220.02%
467TARGET CORPTGT6,858$715,7150.02%
468KRAFT HEINZ COKHC23,514$715,5370.02%
469CHURCH & DWIGHT CO INCCHD6,474$712,7430.02%
470FERRARI N VRACE1,663$711,5660.02%
471ISHARES TR46428852112,324$709,8630.02%
472CONSOLIDATED EDISON INCED6,418$709,7670.02%
473TYLER TECHNOLOGIES INCTYL1,218$708,1340.02%
474HEALTHPEAK PROPERTIES INCDOC34,994$707,5850.02%
475KKR & CO INCKKRT6,120$707,5470.02%
476COGNIZANT TECHNOLOGY SOLUTIOCTSH9,208$704,4090.02%
477MERCADOLIBRE INCMELI361$704,2650.02%
478ISHARES TR46428756411,416$702,4030.02%
479KENVUE INCKVUE29,282$702,1950.02%
480ICICI BANK LIMITEDIBN22,262$701,6990.02%
481WINTRUST FINL CORP97650W1086,225$700,0170.02%
482GLOBAL X FDS37954Y31914,863$698,1140.02%
483VERISK ANALYTICS INCVRSK2,335$695,0920.02%
484EVERSOURCE ENERGYES11,181$694,4320.02%
485APTIV PLCAPTV11,636$692,3430.02%
486EAGLE MATLS INC26969P1083,114$691,0910.02%
487KIMBERLY-CLARK CORPKMB4,825$686,2160.02%
488IDEXX LABS INC45168D1041,626$682,9760.02%
489DARDEN RESTAURANTS INCDRI3,266$678,5450.02%
490TETRA TECH INC NEWTTEK23,173$677,8040.02%
491RELX PLCRLXXF13,437$677,3600.02%
492RIVIAN AUTOMOTIVE INCRIVN54,383$677,0690.02%
493M & T BK CORP55261F1043,779$675,4900.02%
494HUNTINGTON BANCSHARES INCHBANP44,904$674,0100.02%
495HSBC HLDGS PLCHBCYF11,694$671,5870.02%
496RPM INTL INC7496851035,726$662,3850.02%
497PINNACLE FINL PARTNERS INC72346Q1046,241$661,8350.02%
498LEIDOS HOLDINGS INCLDOS4,847$654,1650.01%
499JABIL INCJBL4,799$653,0010.01%
500UNITED THERAPEUTICS CORP DELUTHR2,102$647,9850.01%