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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 Q4 2025 · Filed February 5, 2026 · Accession 0001193125-26-038569

Total Value
$56.4M
Positions
4,469
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA6,842,302$1.3M3.04%
2MICROSOFT CORPMSFT2,242,844$1.1M2.58%
3APPLE INCAAPL3,123,818$849,2412.02%
4NVIDIA CORPORATIONNVDA4,386,059$818,0001.95%
5AMAZON COM INCAMZN3,339,506$770,8251.84%
6MICROSOFT CORPMSFT1,542,761$746,1101.78%
7ALPHABET INCGOOG1,736,727$544,9851.30%
8META PLATFORMS INCMETA798,834$527,3021.26%
9AMAZON COM INCAMZN2,259,412$521,5171.24%
10APPLE INCAAPL1,880,607$511,2621.22%
11ALPHABET INCGOOG1,511,870$473,2151.13%
12ISHARES TR464287200677,339$467,3121.11%
13BROADCOM INCAVGO1,248,041$431,9471.03%
14ALPHABET INCGOOG1,272,712$399,3770.95%
15META PLATFORMS INCMETA571,919$377,5180.90%
16TESLA INCTSLA794,037$357,0940.85%
17VISA INCV911,058$319,5170.76%
18JPMORGAN CHASE & CO.VYLD939,108$302,5990.72%
19ALPHABET INCGOOG960,916$300,7670.72%
20ELI LILLY & COLLY272,683$293,0470.70%
21BROADCOM INCAVGO812,356$281,1560.67%
22TESLA INCTSLA518,772$233,3020.56%
23VISA INCV664,351$232,9950.55%
24JPMORGAN CHASE & CO.VYLD712,594$229,6120.55%
25THRIVENT ETF TRUST88588G1095,354,067$222,9300.53%
26ISHARES TR46435U8535,923,058$221,4930.53%
27SPDR S&P 500 ETF TRSPY286,775$195,5580.47%
28WELLS FARGO CO NEW9497461012,089,483$194,7400.46%
29TAIWAN SEMICONDUCTOR MFG LTD874039100623,238$189,3960.45%
30NETFLIX INCNFLX1,964,608$184,2020.44%
31WELLS FARGO CO NEW9497461011,965,952$183,2270.44%
32ISHARES TR464287200249,792$171,0920.41%
33CATERPILLAR INCCAT295,946$169,5390.40%
34JOHNSON & JOHNSONJNJ818,101$169,3060.40%
35ELI LILLY & COLLY156,969$168,6910.40%
36TAIWAN SEMICONDUCTOR MFG LTD874039100554,786$168,5940.40%
37WALMART INCWMT1,473,585$164,1720.39%
38BANK AMERICA CORP0605051042,961,093$162,8600.39%
39SPOTIFY TECHNOLOGY S ASPOT274,934$159,6570.38%
40VANGUARD INDEX FDS922908363251,482$158,8660.38%
41THRIVENT ETF TRUST88588G50510,288,378$155,5370.37%
42EXXON MOBIL CORPXOM1,269,552$152,7780.36%
43BANK AMERICA CORP0605051042,634,569$144,9010.35%
44FASTENAL COFAST3,463,210$138,9790.33%
45BLACKROCK ETF TRUSTBLK2,248,125$137,6980.33%
46MORGAN STANLEYMS-PQ762,624$135,3890.32%
47JOHNSON & JOHNSONJNJ653,379$135,2170.32%
48INTUITIVE SURGICAL INCISRG238,284$134,9550.32%
49FASTENAL COFAST3,336,762$133,9040.32%
50MERCK & CO INCMRK1,271,035$133,7890.32%
51CATERPILLAR INCCAT232,745$133,3330.32%
52EXXON MOBIL CORPXOM1,085,220$130,5950.31%
53NETFLIX INCNFLX1,372,098$128,6480.31%
54SCHWAB CHARLES CORPSCHW-PJ1,250,231$124,9110.30%
55FIDELITY MERRIMACK STR TR3161883092,710,077$124,7720.30%
56SERVICENOW INCNOW813,294$124,5890.30%
57PARKER-HANNIFIN CORPPH141,400$124,2850.30%
58PALANTIR TECHNOLOGIES INCPLTR698,883$124,2260.30%
59SPOTIFY TECHNOLOGY S ASPOT213,358$123,8990.30%
60SPDR SERIES TRUST78468R6221,274,400$123,8840.30%
61CAPITAL ONE FINL CORP14040H105509,227$123,4160.29%
62CAPITAL ONE FINL CORP14040H105508,166$123,1590.29%
63DANAHER CORPORATION235851102531,970$121,7790.29%
64VANGUARD INDEX FDS922908363193,738$121,4990.29%
65OLD REP INTL CORP6802231042,722,832$117,4630.28%
66SCHWAB CHARLES CORPSCHW-PJ1,168,307$116,7260.28%
67MERCK & CO INCMRK1,099,787$115,7640.28%
68INTERNATIONAL BUSINESS MACHSINTR388,013$114,9330.27%
69TIDAL TRUST I8863642314,641,065$114,9130.27%
70ALLY FINL INC02005N1002,534,809$114,8010.27%
71ISHARES TR464287309912,916$113,3480.27%
72WALMART INCWMT1,014,292$113,0020.27%
73CISCO SYS INCCSCO1,456,432$111,5920.27%
74MORGAN STANLEYMS-PQ628,266$111,5360.27%
75THRIVENT ETF TRUST88588G5057,373,764$111,4740.27%
76QUALCOMM INCQCOM647,083$110,6840.26%
77EXPAND ENERGY CORPORATIONEXE983,303$108,5170.26%
78CONOCOPHILLIPSCOP1,134,945$106,2420.25%
79STEEL DYNAMICS INCSTLD619,502$104,9750.25%
80HOME DEPOT INCHD299,004$102,8870.25%
81CISCO SYS INCCSCO1,337,844$102,5060.24%
82SHOPIFY INCSHOP628,198$101,1210.24%
83QUALCOMM INCQCOM588,592$100,6790.24%
84AMGEN INCAMGN306,974$100,4760.24%
85ORACLE CORPORCL-PD514,313$100,2450.24%
86ROBINHOOD MKTS INC770700102885,960$100,2020.24%
87SCHWAB STRATEGIC TR8085243003,071,606$100,1960.24%
88ONTO INNOVATION INCONTO632,023$99,7710.24%
89ENTERGY CORP NEWENO1,060,158$97,9900.23%
90APPLOVIN CORPAPP143,428$96,6450.23%
91AMERICAN EXPRESS COAXP261,456$96,5110.23%
92ENTERGY CORP NEWENO1,039,938$96,1210.23%
93DEVON ENERGY CORP NEW25179M1032,618,830$95,9280.23%
94INTUITIVE SURGICAL INCISRG167,288$94,7450.23%
95ROBINHOOD MKTS INC770700102836,912$94,6550.23%
96DELTA AIR LINES INC DELDAL1,338,442$92,8880.22%
97CSX CORPCSX2,551,546$92,4940.22%
98ARCH CAP GROUP LTDG0450A105957,280$91,8220.22%
99SERVICENOW INCNOW595,115$91,1660.22%
100PARKER-HANNIFIN CORPPH102,751$90,3140.22%
101CONOCOPHILLIPSCOP964,776$90,3130.22%
102DELTA AIR LINES INC DELDAL1,281,565$88,9410.21%
103SPDR S&P 500 ETF TRSPY130,303$88,8560.21%
104INTERNATIONAL BUSINESS MACHSINTR299,907$88,8350.21%
105TRIMBLE INCTRMB1,133,818$88,8350.21%
106MICRON TECHNOLOGY INCMU309,100$88,2200.21%
107UNILEVER PLCUNLYF1,339,297$87,5900.21%
108APPLE INCAAPL321,754$87,4720.21%
109ADVANCED MICRO DEVICES INCAMD406,804$87,1210.21%
110NUCOR CORPNUE524,415$85,5370.20%
111BERKSHIRE HATHAWAY INC DELBRK-A170,045$85,4730.20%
112PALANTIR TECHNOLOGIES INCPLTR479,370$85,2080.20%
113STERIS PLCSTE335,192$84,9780.20%
114FIDELITY COVINGTON TRUST31609A5032,324,110$84,5510.20%
115BLACKROCK ETF TRUSTBLK1,382,403$84,0640.20%
116ISHARES TR46434V6131,796,515$83,8070.20%
117AMERIPRISE FINL INC03076C106169,489$83,1070.20%
118THRIVENT ETF TRUST88588G4063,126,972$83,0930.20%
119CSX CORPCSX2,282,559$82,7430.20%
120NUCOR CORPNUE502,841$82,0180.20%
121UNILEVER PLCUNLYF1,251,389$81,8410.19%
122DOORDASH INCDASH359,962$81,5240.19%
123LABCORP HOLDINGS INCLH323,396$81,1340.19%
124ROCKWELL AUTOMATION INCROK208,349$81,0620.19%
125DANAHER CORPORATION235851102353,710$80,9710.19%
126SHOPIFY INCSHOP498,029$80,1680.19%
127FIDELITY COVINGTON TRUST3160923521,458,331$79,9750.19%
128ISHARES TR464287614167,215$79,7530.19%
129M & T BK CORP55261F104390,310$78,6400.19%
130ISHARES TR4642888771,092,002$78,2750.19%
131ENCOMPASS HEALTH CORPEHC738,233$78,2160.19%
132WEDBUSH SER TR9479131092,471,633$78,1280.19%
133AMERIPRISE FINL INC03076C106159,039$77,9830.19%
134HOULIHAN LOKEY INCHLI445,311$77,5690.18%
135DUKE ENERGY CORP NEWDUKB654,961$76,7680.18%
136TD SYNNEX CORPORATIONSNX503,029$75,5700.18%
137UNITEDHEALTH GROUP INCUNH228,579$75,4560.18%
138DEVON ENERGY CORP NEW25179M1032,050,656$75,1160.18%
139DUKE ENERGY CORP NEWDUKB638,500$74,8390.18%
140TD SYNNEX CORPORATIONSNX497,913$74,8010.18%
141FIRST INDL RLTY TR INC32054K1031,296,030$74,2240.18%
142ENTERPRISE PRODS PARTNERS L2937921072,303,174$73,8400.18%
143HONEYWELL INTL INC438516106378,463$73,8340.18%
144VIKING HOLDINGS LTDVIK1,026,233$73,2830.17%
145APPLE INCAAPL269,013$73,1910.17%
146TURNING PT BRANDS INC90041L105672,936$72,9460.17%
147PEGASYSTEMS INCPEGA1,218,159$72,7120.17%
148HOME DEPOT INCHD209,573$72,1140.17%
149LOWES COS INC548661107294,756$71,0830.17%
150HONEYWELL INTL INC438516106362,100$70,6420.17%
151APPLOVIN CORPAPP104,206$70,2160.17%
152ENTERPRISE PRODS PARTNERS L2937921072,182,550$69,9730.17%
153FLOWSERVE CORPFLS1,001,009$69,4500.17%
154GARMIN LTDGRMN339,033$68,7730.16%
155HOWMET AEROSPACE INCHWM335,039$68,6900.16%
156INTERCONTINENTAL EXCHANGE IN45866F104422,150$68,3710.16%
157BWX TECHNOLOGIES INCBWXT394,992$68,2700.16%
158CF INDS HLDGS INC125269100876,846$67,8150.16%
159AMERICAN EXPRESS COAXP183,521$67,7430.16%
160ORACLE CORPORCL-PD345,504$67,3420.16%
161AMGEN INCAMGN205,606$67,2970.16%
162CONSTELLATION ENERGY CORPCEG190,060$67,1420.16%
163METTLER TOLEDO INTERNATIONALMTD48,132$67,1050.16%
164SELECT SECTOR SPDR TR81369Y6051,222,941$66,9800.16%
165FLOWSERVE CORPFLS964,858$66,9420.16%
166SYSCO CORPSYY911,827$66,7000.16%
167NORTHERN TR CORPNTRSO487,292$66,5590.16%
168BANK NEW YORK MELLON CORP064058100572,381$66,4480.16%
169VANGUARD INDEX FDS922908744347,191$66,3100.16%
170LOWES COS INC548661107273,349$65,9210.16%
171GILEAD SCIENCES INCGILD534,323$65,5830.16%
172CONSTELLATION ENERGY CORPCEG185,621$65,5740.16%
173CROWN CASTLE INCCCI737,338$65,5270.16%
174UBER TECHNOLOGIES INCUBER796,183$65,0560.15%
175THE CIGNA GROUP125523100234,442$64,5250.15%
176CF INDS HLDGS INC125269100833,264$64,4450.15%
177THRIVENT ETF TRUST88588G4062,420,628$64,3240.15%
178MICRON TECHNOLOGY INCMU225,203$64,2750.15%
179BANK NEW YORK MELLON CORP064058100551,951$64,0760.15%
180TEMA ETF TRUST87975E6021,441,397$63,9120.15%
181FIDELITY COVINGTON TRUST31609A4041,742,347$63,7350.15%
182LABCORP HOLDINGS INCLH253,631$63,6310.15%
183SYSCO CORPSYY861,630$63,0280.15%
184L3HARRIS TECHNOLOGIES INCLHX214,507$62,9730.15%
185TCW ETF TRUST29287L106775,453$62,6590.15%
186ISHARES TR464288513772,800$62,3110.15%
187ISHARES TR464287598292,633$62,0210.15%
188L3HARRIS TECHNOLOGIES INCLHX210,823$61,8910.15%
189CROWN CASTLE INCCCI695,276$61,7890.15%
190DOORDASH INCDASH270,428$61,2470.15%
191GENERAL DYNAMICS CORPGD180,752$60,8520.14%
192SCHWAB STRATEGIC TR8085245081,999,804$60,7540.14%
193MICROSOFT CORPMSFT125,422$60,6570.14%
194FEDERAL AGRIC MTG CORP313148306345,294$60,6230.14%
195TRIMBLE INCTRMB773,359$60,5930.14%
196CASEYS GEN STORES INC147528103109,516$60,5310.14%
197STERIS PLCSTE238,297$60,4130.14%
198ALLY FINL INC02005N1001,332,214$60,3360.14%
199INVESCO QQQ TRIVZ98,068$60,2440.14%
200ARCH CAP GROUP LTDG0450A105627,364$60,1770.14%
201TIMKEN COTKR714,538$60,1140.14%
202MOOG INCMOG-B245,887$59,8860.14%
203THE CIGNA GROUP125523100217,424$59,8420.14%
204ISHARES TR464287101173,283$59,7980.14%
205GENERAL DYNAMICS CORPGD177,328$59,6990.14%
206EXPAND ENERGY CORPORATIONEXE540,793$59,6820.14%
207ABBVIE INCABBV261,129$59,6650.14%
208ZEBRA TECHNOLOGIES CORPORATIZBRA245,687$59,6580.14%
209LITTELFUSE INCLFUS234,964$59,4270.14%
210PENUMBRA INCPEN190,988$59,3800.14%
211VANGUARD INDEX FDS922908751229,905$59,3040.14%
212TRIUMPH FINANCIAL INCTFIN-P946,581$59,2840.14%
213ISHARES INC46434G103872,078$58,7690.14%
214STEEL DYNAMICS INCSTLD345,118$58,4800.14%
215ISHARES TR464287309472,721$58,2680.14%
216ADVANCED MICRO DEVICES INCAMD272,042$58,2610.14%
217KEURIG DR PEPPER INCKDP2,092,464$58,1290.14%
218FABRINETFN127,578$58,0840.14%
219NISOURCE INCNI1,384,671$57,8240.14%
220NOKIA CORPNOKBF8,912,406$57,6630.14%
221WYNN RESORTS LTDWYNN478,671$57,5980.14%
222KEURIG DR PEPPER INCKDP2,068,694$57,4680.14%
223ISHARES TR464287226573,570$57,4260.14%
224ROCKWELL AUTOMATION INCROK147,460$57,3720.14%
225EXPEDITORS INTL WASH INC302130109384,398$57,2790.14%
226ULTA BEAUTY INCULTA94,130$56,9500.14%
227HEXCEL CORP NEW428291108768,805$56,8150.14%
228MONOLITHIC PWR SYS INC60983910562,599$56,7370.14%
229OLD DOMINION FREIGHT LINE INODFL359,786$56,4140.13%
230ZIMMER BIOMET HOLDINGS INCZBH621,036$55,8440.13%
231AMERICAN CENTY ETF TR025072349727,194$55,5430.13%
232TELEFLEX INCORPORATEDTFX454,078$55,4160.13%
233ZIMMER BIOMET HOLDINGS INCZBH616,073$55,3970.13%
234LINCOLN ELEC HLDGS INC533900106229,454$54,9860.13%
235INTERCONTINENTAL EXCHANGE IN45866F104336,906$54,5650.13%
236SPDR SERIES TRUST78464A854672,546$54,3550.13%
237NVR INCNVR7,433$54,2070.13%
238CBRE GROUP INCCBRE336,786$54,1520.13%
239QUANTA SVCS INC74762E102128,268$54,1230.13%
240AMETEK INCAME263,563$54,1120.13%
241VANGUARD INDEX FDS922908736110,799$54,0540.13%
242DATADOG INCDDOG397,243$54,0210.13%
243VANGUARD INDEX FDS922908751207,241$53,9800.13%
244MASTERCARD INCORPORATEDMA92,832$52,9960.13%
245OLD REP INTL CORP6802231041,226,270$52,9010.13%
246HEXCEL CORP NEW428291108708,984$52,3940.12%
247WINTRUST FINL CORP97650W108374,069$52,3020.12%
248UNITEDHEALTH GROUP INCUNH158,040$52,1710.12%
249GILEAD SCIENCES INCGILD423,694$52,0040.12%
250ONTO INNOVATION INCONTO328,888$51,9180.12%
251MICROSOFT CORPMSFT106,446$51,8900.12%
252BOOKING HOLDINGS INCBKNG9,675$51,8130.12%
253BLACKROCK ETF TRUSTBLK1,537,607$51,7560.12%
254HOWMET AEROSPACE INCHWM252,101$51,6860.12%
255WARNER BROS DISCOVERY INCWBD1,789,770$51,5810.12%
256CROWN HLDGS INCCCK500,921$51,5800.12%
257SANOFI SASNYNF1,063,817$51,5530.12%
258INVESCO EXCH TRADED FD TR IIIVZ201,946$51,5040.12%
259SPDR S&P 500 ETF TRSPY75,396$51,4140.12%
260SANOFI SASNYNF1,048,654$50,8180.12%
261NVIDIA CORPORATIONNVDA268,515$50,5100.12%
262WARNER BROS DISCOVERY INCWBD1,734,961$50,0020.12%
263FEDERATED HERMES ETF TRUSTFHI1,725,695$49,9240.12%
264NVIDIA CORPORATIONNVDA267,513$49,8910.12%
265WISDOMTREE TRWT1,937,278$49,3720.12%
266VANGUARD INDEX FDS922908629169,237$49,1160.12%
267BARRETT BUSINESS SVCS INC0684631081,355,646$49,0880.12%
268CBRE GROUP INCCBRE304,113$48,8980.12%
269FIRST INDL RLTY TR INC32054K103847,429$48,5320.12%
270ICF INTL INC44925C103568,136$48,4620.12%
271CROWN HLDGS INCCCK469,503$48,3450.12%
272DOCUSIGN INCDOCU704,292$48,1740.11%
273VEEVA SYS INCVEEV215,110$48,0190.11%
274LIMBACH HLDGS INCLMB613,609$47,7690.11%
275ELEMENT SOLUTIONS INCESI1,909,338$47,7140.11%
276VANGUARD TAX-MANAGED FDS921943858759,801$47,7080.11%
277ALLIANT ENERGY CORPLNT732,982$47,6510.11%
278ADMA BIOLOGICS INCADMA2,610,928$47,6230.11%
279FIRST CTZNS BANCSHARES INC D31946M10322,173$47,5870.11%
280SELECT SECTOR SPDR TR81369Y704306,435$47,5340.11%
281FIFTH THIRD BANCORPFITBM1,014,801$47,5030.11%
282METLIFE INCMET-PF600,232$47,3820.11%
283IES HLDGS INCIESC121,786$47,3770.11%
284LEIDOS HOLDINGS INCLDOS262,549$47,3640.11%
285ISHARES TR464287523156,742$47,2030.11%
286M & T BK CORP55261F104234,140$47,1750.11%
287AMPHENOL CORP NEW032095101348,462$47,0910.11%
288FIRST CTZNS BANCSHARES INC D31946M10321,725$46,6260.11%
289METLIFE INCMET-PF590,194$46,5900.11%
290AMETEK INCAME226,861$46,5770.11%
291ISHARES TR464287408218,044$46,5660.11%
292ENCOMPASS HEALTH CORPEHC438,349$46,4430.11%
293VISTRA CORPVST286,777$46,2660.11%
294RLI CORPRLI723,097$46,2640.11%
295TERRENO RLTY CORP88146M101788,009$46,2640.11%
296CHURCH & DWIGHT CO INCCHD548,512$45,9930.11%
297HOULIHAN LOKEY INCHLI263,536$45,9050.11%
298GREIF INCGEF-B675,789$45,7510.11%
299WARNER MUSIC GROUP CORPWMG1,491,665$45,7490.11%
300TEMA ETF TRUST87975E7011,312,315$45,5640.11%
301WARNER MUSIC GROUP CORPWMG1,484,446$45,5280.11%
302METTLER TOLEDO INTERNATIONALMTD32,654$45,5260.11%
303TTM TECHNOLOGIES INCTTMI659,109$45,4790.11%
304AMERICAN INTL GROUP INC026874784529,567$45,3040.11%
305ASHLAND INCASH768,788$45,1050.11%
306FIDELITY COVINGTON TRUST3160925431,449,538$44,7620.11%
307HUNT J B TRANS SVCS INC445658107229,194$44,5420.11%
308J P MORGAN EXCHANGE TRADED F46641Q837879,816$44,5100.11%
309AMERICAN INTL GROUP INC026874784519,711$44,4610.11%
310CENTERPOINT ENERGY INCCNP1,157,414$44,3750.11%
311HEALTHCARE RLTY TR42226K1052,615,824$44,3380.11%
312PORTLAND GEN ELEC CO736508847923,653$44,3260.11%
313REPLIGEN CORPRGEN269,923$44,2300.11%
314BROADCOM INCAVGO127,778$44,2240.11%
315ILLUMINA INCILMN336,788$44,1730.11%
316GARMIN LTDGRMN217,599$44,1400.11%
317MERIT MED SYS INC589889104500,634$44,1260.11%
318CENCORA INCCOR130,455$44,0610.10%
319MEDPACE HLDGS INCMEDP78,396$44,0310.10%
320UBER TECHNOLOGIES INCUBER538,336$43,9870.10%
321VISTRA CORPVST272,557$43,9720.10%
322MONOLITHIC PWR SYS INC60983910548,379$43,8490.10%
323SPDR INDEX SHS FDS78463X889986,742$43,8210.10%
324THRIVENT ETF TRUST88588G307869,342$43,7710.10%
325SONY GROUP CORPSNEJF1,701,240$43,5520.10%
326ENTERPRISE FINL SVCS CORP293712105805,204$43,4810.10%
327TECHNIPFMC PLCFTI974,773$43,4360.10%
328SANFILIPPO JOHN B & SON INCJBSS614,383$43,3750.10%
329SPIRE INCSRJN524,067$43,3400.10%
330BOOT BARN HLDGS INCBOOT245,542$43,3310.10%
331ALLSTATE CORPALL-PJ207,674$43,2270.10%
332COSTCO WHSL CORP NEW22160K10550,064$43,1720.10%
333TEXAS ROADHOUSE INCTXRH259,944$43,1510.10%
334COMCAST CORP NEWCCZ1,441,769$43,0940.10%
335BOEING COBA-PA621,841$42,9440.10%
336HEALTHCARE RLTY TR42226K1052,528,642$42,8600.10%
337COMPOSECURE INC20459V1052,221,311$42,8270.10%
338DONNELLEY FINL SOLUTIONS INC25787G100917,078$42,8180.10%
339HUNT J B TRANS SVCS INC445658107220,176$42,7890.10%
340ALLSTATE CORPALL-PJ205,333$42,7400.10%
341SELECT SECTOR SPDR TR81369Y803296,652$42,7090.10%
342SONY GROUP CORPSNEJF1,666,513$42,6630.10%
343SILICON LABORATORIES INCSLAB325,695$42,5680.10%
344PIMCO ETF TR72201R775453,900$42,5350.10%
345ALBEMARLE CORPALB-PA300,610$42,5180.10%
346ALPHABET INCGOOG135,258$42,3360.10%
347ISHARES TR46429B2671,825,955$42,0430.10%
348ASBURY AUTOMOTIVE GROUP INCABG180,803$42,0420.10%
349TEMA ETF TRUST87975E8341,450,842$41,9660.10%
350UNITED RENTALS INCURI51,712$41,8520.10%
351SBA COMMUNICATIONS CORP NEWSBAC216,185$41,8170.10%
352SPDR SERIES TRUST78464A6641,560,538$41,5730.10%
353SELECT SECTOR SPDR TR81369Y852352,950$41,5490.10%
354NORTHERN TR CORPNTRSO304,112$41,5390.10%
355OLD NATL BANCORP IND6800331071,860,521$41,5080.10%
356BOOKING HOLDINGS INCBKNG7,732$41,4070.10%
357VANGUARD TAX-MANAGED FDS921943858660,033$41,2320.10%
358HALLIBURTON COHAL1,451,559$41,0210.10%
359HALLIBURTON COHAL1,449,903$40,9740.10%
360VANGUARD WORLD FD921910873161,579$40,8500.10%
361KORN FERRYKFY613,507$40,5040.10%
362MEDTRONIC PLCMDT421,224$40,4630.10%
363UNIVERSAL TECHNICAL INST INCUTI1,543,665$40,3360.10%
364D R HORTON INC23331A109279,920$40,3170.10%
365VIKING HOLDINGS LTDVIK561,284$40,0810.10%
366WYNDHAM HOTELS & RESORTS INCWH529,953$40,0430.10%
367ACUITY INCAYI110,863$39,9150.10%
368BUILD-A-BEAR WORKSHOP INCBBW650,362$39,8480.09%
369COMCAST CORP NEWCCZ1,331,083$39,7860.09%
370EMCOR GROUP INCEME64,825$39,6590.09%
371BWX TECHNOLOGIES INCBWXT229,244$39,6230.09%
372REDDIT INCRDDT172,359$39,6200.09%
373EVERGY INCEVRG544,179$39,4480.09%
374ISHARES TR46432F339195,647$39,1490.09%
375BLACKROCK ETF TRUSTBLK1,006,479$39,1220.09%
376TELEFLEX INCORPORATEDTFX319,956$39,0470.09%
377MODINE MFG CO607828100292,426$39,0420.09%
378TOUCHSTONE ETF TRUST89157W2021,503,484$39,0380.09%
379WYNN RESORTS LTDWYNN323,764$38,9590.09%
380D R HORTON INC23331A109270,464$38,9550.09%
381CONCENTRA GROUP HOLDINGS PARCON1,979,222$38,9510.09%
382CNH INDL N VN209441094,193,775$38,6670.09%
383SPDR SERIES TRUST78464A508674,364$38,5740.09%
384SPDR SERIES TRUST78464A409358,197$38,5000.09%
385JACOBS SOLUTIONS INCJ289,131$38,2980.09%
386JACOBS SOLUTIONS INCJ288,624$38,2310.09%
387MAPLEBEAR INCCART849,819$38,2250.09%
388BOSTON SCIENTIFIC CORPBSX400,815$38,2180.09%
389HARTFORD FDS EXCHANGE TRADED41653L3051,117,781$38,1720.09%
390SOUTHWEST AIRLS CO844741108920,672$38,0510.09%
391OLD DOMINION FREIGHT LINE INODFL242,374$38,0040.09%
392META PLATFORMS INCMETA57,154$37,7270.09%
393CNH INDL N VN209441094,076,107$37,5820.09%
394BLACKROCK ETF TRUST IIBLK711,421$37,5700.09%
395SPDR SERIES TRUST78464A847648,409$37,5490.09%
396VANGUARD INTL EQUITY INDEX F922042858695,086$37,4030.09%
397TIMKEN COTKR442,806$37,2530.09%
398EXTRA SPACE STORAGE INCEXR285,467$37,1740.09%
399ISHARES TR464287465385,044$37,1340.09%
400INVESCO QQQ TRIVZ59,997$36,8570.09%
401AMAZON COM INCAMZN159,106$36,7250.09%
402HELIOS TECHNOLOGIES INCHLIO686,268$36,7080.09%
403PEPSICO INCPEP255,228$36,6300.09%
404INVESCO EXCH TRADED FD TR IIIVZ306,161$36,5310.09%
405BERKSHIRE HATHAWAY INC DELBRK-A72,594$36,4890.09%
406CASEYS GEN STORES INC14752810366,011$36,4850.09%
407ULTA BEAUTY INCULTA60,276$36,4680.09%
408ZIONS BANCORPORATION N A989701107617,785$36,1650.09%
409WESTERN DIGITAL CORPWDC7,872,000$36,1140.09%
410CSW INDUSTRIALS INCCSW122,569$35,9780.09%
411NOKIA CORPNOKBF5,559,650$35,9710.09%
412WYNDHAM HOTELS & RESORTS INCWH475,847$35,9550.09%
413CENCORA INCCOR106,422$35,9440.09%
414EVERGY INCEVRG495,343$35,9070.09%
415NVR INCNVR4,923$35,9020.09%
416AMCOR PLCAMCCF4,297,079$35,8380.09%
417ATLANTIC UN BANKSHARES CORP04911A1071,008,192$35,5890.08%
418PROGYNY INCPGNY1,382,481$35,5020.08%
419SPDR SERIES TRUST78468R4081,394,700$35,3140.08%
420UFP TECHNOLOGIES INCUFPT158,973$35,2970.08%
421WINGSTOP INCWING147,997$35,2960.08%
422PUTNAM ETF TRUST746729300772,511$35,2030.08%
423MARATHON PETE CORPMARA216,258$35,1700.08%
424LINCOLN ELEC HLDGS INC533900106143,933$34,4920.08%
425DATADOG INCDDOG252,729$34,3690.08%
426SPDR GOLD TRGLD86,423$34,2500.08%
427ILLUMINA INCILMN258,928$33,9610.08%
428STEVANATO GROUP S P ASTVN1,678,525$33,7720.08%
429APPLIED INDL TECHNOLOGIES IN03820C105131,296$33,7130.08%
430MARATHON PETE CORPMARA207,218$33,7000.08%
431MKS INC.MKSI26,387,000$33,6840.08%
432EXPEDITORS INTL WASH INC302130109226,024$33,6800.08%
433CRANE NXT COCXT714,510$33,6320.08%
434MATADOR RES COMTDR791,212$33,5790.08%
435VANECK ETF TRUST92189F67692,641$33,3630.08%
436PROCTER AND GAMBLE CO742718109232,565$33,3290.08%
437DIMENSIONAL ETF TRUST25434V500471,837$33,2270.08%
438BEL FUSE INCBELFB195,384$33,1430.08%
439MONDAY COM LTDMNDY224,376$33,1090.08%
440CHURCHILL DOWNS INCCHDN288,777$32,8570.08%
441AMAZON COM INCAMZN141,043$32,8150.08%
442ISHARES TR464288588342,479$32,6900.08%
443OSHKOSH CORPOSK259,553$32,6080.08%
444BERKSHIRE HATHAWAY INC DELBRK-A64,706$32,5930.08%
445AXALTA COATING SYS LTDAXTA1,008,430$32,5820.08%
446QUANTA SVCS INC74762E10276,879$32,4390.08%
447TIDAL TRUST I8863642311,293,346$32,3470.08%
448ZEBRA TECHNOLOGIES CORPORATIZBRA132,913$32,2740.08%
449PENUMBRA INCPEN103,744$32,2550.08%
450DOCUSIGN INCDOCU470,302$32,1690.08%
451CECO ENVIRONMENTAL CORPCECO537,454$32,1670.08%
452WELLS FARGO CO NEW94974680426,396$31,9920.08%
453VANGUARD INDEX FDS922908652152,768$31,9470.08%
454ISHARES TR46432F842353,066$31,7300.08%
455VEEVA SYS INCVEEV141,810$31,6560.08%
456HILTON WORLDWIDE HLDGS INCHLT109,878$31,5620.08%
457PLEXUS CORPPLXS214,353$31,5100.08%
458APPLIED DIGITAL CORPAPLD11,645,000$31,4250.07%
459SCHWAB STRATEGIC TR8085247971,132,858$31,4230.07%
460ISHARES TR464287804258,168$31,4180.07%
461LIFE TIME GROUP HOLDINGS INCLTH1,180,977$31,3900.07%
462PG&E CORPPCG-PX30,349,000$31,2940.07%
463BRIDGEWATER BANCSHARES INCBWBBP1,783,754$31,2690.07%
464AMENTUM HOLDINGS INCAMTM1,076,388$31,2150.07%
465UNITED THERAPEUTICS CORP DELUTHR63,859$31,1150.07%
466ROBLOX CORPRBLX380,461$30,8290.07%
467ICU MED INCICUI215,865$30,7970.07%
468VANGUARD SCOTTSDALE FDS92206C706512,635$30,7790.07%
469EXELIXIS INCEXEL701,616$30,7520.07%
470ISHARES TR464288414284,540$30,4740.07%
471FIFTH THIRD BANCORPFITBM646,712$30,2730.07%
472AXALTA COATING SYS LTDAXTA935,283$30,2190.07%
473SBA COMMUNICATIONS CORP NEWSBAC155,950$30,1650.07%
474TWIST BIOSCIENCE CORPTWST950,476$30,1490.07%
475FIRST TR EXCHNG TRADED FD VI33740F805678,439$30,1360.07%
476JOHN HANCOCK EXCHANGE TRADED47804J206454,641$30,1060.07%
477AUTODESK INCADSK101,559$30,0620.07%
478WAYSTAR HLDG CORPWAY917,344$30,0430.07%
479LAM RESEARCH CORPLRCX174,220$29,8230.07%
480LEIDOS HOLDINGS INCLDOS165,300$29,8200.07%
481EMCOR GROUP INCEME48,737$29,8170.07%
482ISHARES TR464287556176,340$29,7610.07%
483FABRINETFN65,089$29,6340.07%
484DRAFTKINGS INC NEWDKNG32,401,000$29,5980.07%
485PEGASYSTEMS INCPEGA495,666$29,5860.07%
486BANK AMERICA CORP06050568223,576$29,5170.07%
487BERKSHIRE HATHAWAY INC DELBRK-A58,067$29,1870.07%
488ALPHABET INCGOOG92,849$29,1400.07%
489SPDR INDEX SHS FDS78463X509621,782$29,1180.07%
490ARISTA NETWORKS INCANET221,974$29,0850.07%
491SOLSTICE ADVANCED MATLS INC83443Q103598,075$29,0540.07%
492NISOURCE INCNI693,438$28,9580.07%
493INVESCO EXCH TRADED FD TR IIIVZ239,512$28,8250.07%
494AMENTUM HOLDINGS INCAMTM992,716$28,7890.07%
495CHURCH & DWIGHT CO INCCHD342,933$28,7550.07%
496STRYKER CORPORATIONSYK81,776$28,7420.07%
497EXTRA SPACE STORAGE INCEXR219,135$28,5360.07%
498PIMCO ETF TR72201R866541,834$28,4730.07%
499CENTERPOINT ENERGY INCCNP740,246$28,3810.07%
500MOOG INCMOG-B116,464$28,3650.07%