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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)

Kovitz Investment Group Partners, LLC

Quarter ended Q2 2025 · Filed August 25, 2025 · Accession 0001665198-25-000010

Total Value
$20.40B
Positions
1,225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VALUED ADVISERS TR92046L35345,764,515$1.09B5.49%
2APPLE INCAAPL2,733,366$684.5M3.46%
3AMAZON COM INCAMZN2,255,089$494.7M2.50%
4MICROSOFT CORPMSFT1,136,446$479.2M2.42%
5SPDR S&P 500 ETF TRSPY677,491$397.1M2.01%
6ALPHABET INCGOOG1,906,098$360.9M1.82%
7ISHARES TR464287200550,581$324.4M1.64%
8META PLATFORMS INCMETA514,260$301.1M1.52%
9BROADCOM INCAVGO1,270,599$294.6M1.49%
10NVIDIA CORPORATIONNVDA1,997,700$268.3M1.36%
11VANGUARD INDEX FDS922908769901,632$261.3M1.32%
12ISHARES TR464287614643,942$258.6M1.31%
13KEYSIGHT TECHNOLOGIES INCKEYS1,598,419$256.7M1.30%
14JANUS DETROIT STR TR47103U8454,940,690$250.5M1.27%
15THERMO FISHER SCIENTIFIC INCTMO476,615$248.0M1.25%
16LOWES COS INC5486611071,002,937$247.5M1.25%
17ALPHABET INCGOOG1,217,657$231.9M1.17%
18SCHWAB CHARLES CORPSCHW-PJ2,931,793$217.0M1.10%
19BERKSHIRE HATHAWAY INC DELBRK-A461,328$209.1M1.06%
20VISA INCV654,602$206.9M1.05%
21JPMORGAN CHASE & CO.VYLD849,987$203.8M1.03%
22VANGUARD INDEX FDS9229087441,158,332$196.1M0.99%
23UNITEDHEALTH GROUP INCUNH352,605$178.4M0.90%
24SALESFORCE INCCRM531,718$177.8M0.90%
25BECTON DICKINSON & COBDX779,666$176.9M0.89%
26ADVANCED MICRO DEVICES INCAMD1,460,569$176.4M0.89%
27APOLLO GLOBAL MGMT INC03769M1061,067,688$176.3M0.89%
28ORACLE CORPORCL-PD1,017,618$169.6M0.86%
29INTERCONTINENTAL EXCHANGE IN45866F1041,105,549$164.7M0.83%
30SCHWAB STRATEGIC TR8085243005,864,179$163.4M0.83%
31ISHARES TR464287598861,760$159.5M0.81%
32PHILIP MORRIS INTL INC7181721091,265,586$152.3M0.77%
33PARKER-HANNIFIN CORPPH239,370$152.3M0.77%
34JACOBS SOLUTIONS INCJ1,135,208$151.7M0.77%
35AMERICAN EXPRESS COAXP495,843$147.2M0.74%
36FISERV INCFISV714,250$146.7M0.74%
37GALLAGHER ARTHUR J & CO363576109497,477$141.2M0.71%
38BLACKSTONE INCBX789,119$136.1M0.69%
39MERCK & CO INCMRK1,340,134$133.3M0.67%
40CARMAX INCKMX1,600,614$130.9M0.66%
41INVESCO EXCHANGE TRADED FD TIVZ1,905,573$127.8M0.65%
42PACCAR INCPCAR1,182,785$123.0M0.62%
43PPG INDS INC6935061071,013,399$121.1M0.61%
44ISHARES TR4642874401,306,444$120.8M0.61%
45ABBOTT LABSABLZF1,056,301$119.5M0.60%
46LULULEMON ATHLETICA INCLULU298,758$114.2M0.58%
47GXO LOGISTICS INCORPORATEDGXO2,621,515$114.0M0.58%
48ISHARES TR464287408591,809$113.0M0.57%
49J P MORGAN EXCHANGE TRADED F46641Q8372,207,836$111.2M0.56%
50ISHARES TR464287101377,171$108.9M0.55%
51AON PLCAON302,913$108.8M0.55%
52ZEBRA TECHNOLOGIES CORPORATIZBRA277,901$107.3M0.54%
53WISDOMTREE TRWT1,319,938$106.8M0.54%
54ISHARES TR464287804925,075$106.6M0.54%
55STARBUCKS CORPSBUX1,148,495$104.8M0.53%
56DOLLAR TREE INCDLTR1,297,131$97.2M0.49%
57DEERE & CODE228,216$96.7M0.49%
58ISHARES TR4642886461,864,372$96.4M0.49%
59RTX CORPORATIONRTX831,898$96.3M0.49%
60VANGUARD SCOTTSDALE FDS92206C7712,114,301$95.9M0.48%
61ARISTA NETWORKS INCANET848,937$93.8M0.47%
62VANGUARD INDEX FDS922908363172,542$93.0M0.47%
63VANGUARD TAX-MANAGED FDS9219438581,925,662$92.1M0.47%
64ANALOG DEVICES INCADI424,258$90.1M0.46%
65APPLIED MATLS INC038222105527,018$85.7M0.43%
66CONSTELLATION BRANDS INCSTZ383,905$84.8M0.43%
67JANUS DETROIT STR TR47103U8521,807,905$79.9M0.40%
68INVESCO EXCHANGE TRADED FD TIVZ454,268$79.6M0.40%
69PNC FINL SVCS GROUP INC693475105407,048$78.5M0.40%
70VANGUARD SCOTTSDALE FDS92206C7061,325,109$76.9M0.39%
71DIAGEO PLCDGEAF599,631$76.2M0.39%
72ISHARES TR464288588798,933$73.3M0.37%
73MOTOROLA SOLUTIONS INCMSI147,576$68.2M0.34%
74VANGUARD INDEX FDS922908736163,956$67.3M0.34%
75DANAHER CORPORATION235851102289,861$66.5M0.34%
76AMENTUM HOLDINGS INCAMTM3,152,262$66.3M0.33%
77JOHNSON & JOHNSONJNJ447,991$64.9M0.33%
78ISHARES TR46432F842917,707$64.5M0.33%
79ISHARES TR464287622189,407$61.0M0.31%
80ISHARES TR464287309572,618$58.1M0.29%
81ISHARES TR46432F339321,077$57.2M0.29%
82ISHARES TR4642886381,099,229$56.7M0.29%
83ISHARES TR464287655249,891$55.2M0.28%
84INVESCO EXCHANGE TRADED FD TIVZ1,358,221$54.8M0.28%
85AMERICAN CENTY ETF TR025072877555,078$53.6M0.27%
86VANGUARD SCOTTSDALE FDS92206C102898,163$52.3M0.26%
87QUALCOMM INCQCOM335,711$51.7M0.26%
88ADOBE INCADBE115,263$51.3M0.26%
89SIMPLIFY EXCHANGE TRADED FUN82889N5582,036,827$51.1M0.26%
90TESLA INCTSLA121,773$49.2M0.25%
91DIMENSIONAL ETF TRUST25434V8071,376,417$48.8M0.25%
92EXXON MOBIL CORPXOM444,679$47.8M0.24%
93HASBRO INCHAS833,646$46.6M0.24%
94T-MOBILE US INCTMUSZ209,714$46.4M0.23%
95ISHARES TR46436E718451,748$45.3M0.23%
96PROGRESSIVE CORP743315103188,430$45.2M0.23%
97ISHARES TR464287150347,068$44.6M0.23%
98SCHWAB STRATEGIC TR8085248052,386,008$44.1M0.22%
99ISHARES TR464287465573,982$43.4M0.22%
100ISHARES TR464288661363,462$42.1M0.21%
101INNOVATOR ETFS TRUSTINHD1,069,890$41.1M0.21%
102ISHARES TR464287507658,319$41.0M0.21%
103SHERWIN WILLIAMS COSHW119,301$40.6M0.21%
104ISHARES INC46434G103774,997$40.5M0.20%
105AMPHENOL CORP NEW032095101580,467$40.4M0.20%
106CHEVRON CORP NEWCVX276,033$40.0M0.20%
107MASTERCARD INCORPORATEDMA74,893$39.5M0.20%
108CIENA CORPCIEN448,900$38.1M0.19%
109PROCTER AND GAMBLE CO742718109226,731$38.1M0.19%
110WALMART INCWMT416,762$37.7M0.19%
111HOME DEPOT INCHD94,860$36.9M0.19%
112CISCO SYS INCCSCO622,569$36.9M0.19%
113ISHARES TR46429B2671,562,827$35.9M0.18%
114BANK NEW YORK MELLON CORP064058100457,070$35.1M0.18%
115ELI LILLY & COLLY45,130$34.8M0.18%
116UBER TECHNOLOGIES INCUBER570,904$34.4M0.17%
117ISHARES GOLD TRIAU681,649$33.7M0.17%
118INVESCO QQQ TRIVZ65,726$33.6M0.17%
119BANK AMERICA CORP060505104759,517$33.4M0.17%
120ISHARES TR46429B333777,724$33.4M0.17%
121FIDELITY COVINGTON TRUST316092808179,458$33.2M0.17%
122JANUS DETROIT STR TR47103U746634,747$32.9M0.17%
123PG&E CORPPCG-PX1,617,559$32.6M0.16%
124DIMENSIONAL ETF TRUST25434V104804,336$32.6M0.16%
125SPECIAL OPPORTUNITIES FD INC84741T4011,304,663$31.3M0.16%
126BERKSHIRE HATHAWAY INC DELBRK-A46$31.3M0.16%
127ZOETIS INCZTS190,186$31.0M0.16%
128MORGAN STANLEYMS-PQ240,060$30.2M0.15%
129HONEYWELL INTL INC438516106132,894$30.1M0.15%
130ACCENTURE PLC IRELANDACN84,946$29.9M0.15%
131AUTOZONE INCAZO9,164$29.3M0.15%
132COPART INCCPRT510,305$29.3M0.15%
133HAYWARD HLDGS INCHAYW1,901,124$29.1M0.15%
134ISHARES TR46429B655563,239$28.7M0.14%
135INTUITINTU45,068$28.5M0.14%
136COMCAST CORP NEWCCZ740,672$27.8M0.14%
137CAPITAL ONE FINL CORP14040H105154,832$27.6M0.14%
138PAYPAL HLDGS INCPYPL322,692$27.5M0.14%
139FIRST TR EXCHANGE-TRADED FD33738D309583,989$27.0M0.14%
140AMERIPRISE FINL INC03076C10651,605$26.9M0.14%
141SPDR SER TR78468R663294,018$26.9M0.14%
142SPDR SER TR78464A854385,896$26.6M0.13%
143KIMBERLY-CLARK CORPKMB200,154$26.3M0.13%
144MCDONALDS CORPMCD90,619$26.3M0.13%
145VERIZON COMMUNICATIONS INCVZ655,424$26.2M0.13%
146MICRON TECHNOLOGY INCMU309,281$26.0M0.13%
147VANGUARD WHITEHALL FDS921946406202,552$25.9M0.13%
148VANGUARD SCOTTSDALE FDS92206C409326,334$25.5M0.13%
149EOG RES INCEOG205,419$25.2M0.13%
150ISHARES TR464287457299,685$24.6M0.12%
151AMGEN INCAMGN94,379$24.6M0.12%
152SPDR SER TR78464A474791,877$23.6M0.12%
153PEPSICO INCPEP154,837$23.5M0.12%
154METLIFE INCMET-PF286,083$23.5M0.12%
155TEXAS INSTRS INC882508104124,330$23.3M0.12%
156GENERAL MTRS CO37045V100437,116$23.3M0.12%
157VANGUARD WORLD FD92204A70237,398$23.3M0.12%
158GOLDMAN SACHS GROUP INCGSCE39,847$22.8M0.12%
159SPECIAL OPPORTUNITIES FD INC84741T1041,545,405$22.6M0.11%
160AGF INVTS TR00110G4081,215,261$22.5M0.11%
161CITIGROUP INCC-PR318,175$22.4M0.11%
162LOCKHEED MARTIN CORPLMT44,909$21.8M0.11%
163ERIE INDTY CO29530P10252,832$21.8M0.11%
164SERIES PORTFOLIOS TR81752T528804,642$21.7M0.11%
165CBOE GLOBAL MKTS INC12503M108110,246$21.6M0.11%
166ISHARES TR464287879198,640$21.6M0.11%
167INTERNATIONAL BUSINESS MACHSINTR96,930$21.3M0.11%
168CARNIVAL CORPCUKPF839,096$20.9M0.11%
169EATON CORP PLCETN62,050$20.6M0.10%
170CATERPILLAR INCCAT55,505$20.1M0.10%
171ISHARES TR464289511401,324$19.9M0.10%
172FEDEX CORPFDX70,307$19.8M0.10%
173DISNEY WALT CO254687106177,761$19.8M0.10%
174WILLIAMS COS INC969457100363,658$19.7M0.10%
175COSTCO WHSL CORP NEW22160K10521,361$19.6M0.10%
176CORNING INCGLW410,857$19.5M0.10%
177SABA CAPITAL INCOME & OPRNT78518H2022,558,183$19.5M0.10%
178ONEOK INC NEWOKE189,399$19.0M0.10%
179ISHARES TR46434V860376,617$19.0M0.10%
180BP PLCBPPFF642,030$19.0M0.10%
181NEXTERA ENERGY INCNEE-PW264,414$19.0M0.10%
182COHERENT CORPCOHR197,220$18.7M0.09%
183CME GROUP INCCME80,026$18.6M0.09%
184SPDR SER TR78468R523187,410$18.6M0.09%
185VANGUARD INTL EQUITY INDEX F922042742156,187$18.3M0.09%
186WELLS FARGO CO NEW949746101260,856$18.3M0.09%
187MARSH & MCLENNAN COS INC57174810286,018$18.3M0.09%
188CHURCHILL DOWNS INCCHDN136,092$18.2M0.09%
189DIMENSIONAL ETF TRUST25434V781683,943$18.2M0.09%
190CBRE GROUP INCCBRE138,016$18.1M0.09%
191ISHARES TR464289867310,923$17.8M0.09%
192AIR PRODS & CHEMS INCAIIR60,414$17.5M0.09%
193HOWMET AEROSPACE INCHWM159,616$17.5M0.09%
194TARGET CORPTGT128,543$17.4M0.09%
195EATON VANCE ENHANCED EQUITYETN836,494$17.4M0.09%
196BLACKROCK ENHANCED LARGE CAPBLK854,390$17.2M0.09%
197NETFLIX INCNFLX19,147$17.1M0.09%
198CHUBB LIMITEDCB61,689$17.0M0.09%
199NORFOLK SOUTHN CORP65584410872,386$17.0M0.09%
200TJX COS INC NEW872540109139,272$16.8M0.09%
201NUVEEN MUN VALUE FD INCNU1,954,981$16.8M0.08%
202S&P GLOBAL INCSPGI32,736$16.3M0.08%
203SERVICENOW INCNOW29,348$16.2M0.08%
204AMERICAN TOWER CORP NEW03027X10088,209$16.2M0.08%
205FIDELITY COVINGTON TRUST316092501232,590$16.0M0.08%
206INNOVATOR ETFS TRUSTINHD371,922$15.7M0.08%
207VIRTUS DIVIDEND INTEREST & PNFJ1,235,602$15.6M0.08%
208CHIPOTLE MEXICAN GRILL INCCMG247,317$14.9M0.08%
209CUMMINS INCCMI42,393$14.8M0.07%
210BRISTOL-MYERS SQUIBB COCELG-RI253,183$14.3M0.07%
211LAM RESEARCH CORPLRCX198,075$14.3M0.07%
212ISHARES TR46435G268208,853$14.2M0.07%
213COLGATE PALMOLIVE COCL154,852$14.1M0.07%
214TORTOISE CAPITAL SERIES TRUS890930100702,060$14.1M0.07%
215AMERICAN INTL GROUP INC026874784188,502$13.7M0.07%
216VANGUARD SCOTTSDALE FDS92206C847245,540$13.6M0.07%
217ANSYS INC03662Q10539,777$13.4M0.07%
218AT&T INCT-PC587,830$13.4M0.07%
219THE CIGNA GROUP12552310047,747$13.3M0.07%
220INVESCO EXCH TRADED FD TR IIIVZ626,862$13.2M0.07%
221WISDOMTREE TRWT266,580$13.0M0.07%
222ABBVIE INCABBV73,186$13.0M0.07%
223ISHARES TR46429B697146,357$13.0M0.07%
224SPDR SER TR78464A714163,230$13.0M0.07%
225VANGUARD INDEX FDS92290861165,290$12.9M0.07%
226SPDR GOLD TRGLD53,350$12.9M0.07%
227UNION PAC CORPUNP56,592$12.9M0.07%
228SPDR SER TR78468R101438,170$12.7M0.06%
229MARRIOTT INTL INC NEW57190320244,012$12.3M0.06%
230FIRST TR EXCHANGE-TRADED FD33741X102341,914$12.3M0.06%
231KROGER COKR199,743$12.2M0.06%
232WASTE MGMT INC DEL94106L10959,993$12.1M0.06%
233STRATEGIC TRUST48817R870368,222$12.1M0.06%
234INNOVATOR ETFS TRUSTINHD321,569$12.1M0.06%
235ISHARES INC46434G822178,826$12.0M0.06%
236PRUDENTIAL FINL INCPUKPF101,328$12.0M0.06%
237PLAINS ALL AMERN PIPELINE L726503105697,262$11.9M0.06%
238TRUIST FINL CORP89832Q109269,459$11.7M0.06%
239LINDE PLCLIN27,742$11.6M0.06%
240ELEVANCE HEALTH INCELV31,120$11.5M0.06%
241TAPESTRY INCTPR175,671$11.5M0.06%
242ISHARES TR46428764839,725$11.4M0.06%
243VANGUARD INDEX FDS92290875147,552$11.4M0.06%
244FIFTH THIRD BANCORPFITBM270,096$11.4M0.06%
2453M COMMM87,829$11.3M0.06%
246ISHARES TR46428763067,918$11.2M0.06%
247BOOKING HOLDINGS INCBKNG2,238$11.1M0.06%
248ISHARES TR46428748186,228$10.9M0.06%
249ISHARES TR464288414102,375$10.9M0.06%
250INTEL CORPINTC538,221$10.8M0.05%
251KINDER MORGAN INC DELEP-PC391,239$10.7M0.05%
252ISHARES TR464287226110,382$10.7M0.05%
253VANGUARD INDEX FDS92290862940,285$10.6M0.05%
254AUTOMATIC DATA PROCESSING INADP36,228$10.6M0.05%
255WHIRLPOOL CORPWHR-PA92,157$10.6M0.05%
256DIGITAL RLTY TR INC25386810359,238$10.5M0.05%
257ISHARES TR46432F834158,843$10.5M0.05%
258GEN DIGITAL INCGENVR377,653$10.3M0.05%
259SYSCO CORPSYY134,667$10.3M0.05%
260TYSON FOODS INCTSN178,590$10.3M0.05%
261NETAPP INCNTAP88,315$10.3M0.05%
262BARINGS BDC INCBBDC1,066,600$10.2M0.05%
263ISHARES TR464288653101,727$10.2M0.05%
264ISHARES TR464288372194,205$10.2M0.05%
265PGIM SHORT DUR HIG YLD OPP F69355J104630,308$10.2M0.05%
266SPDR S&P MIDCAP 400 ETF TRMDY17,828$10.2M0.05%
267SEAGATE TECHNOLOGY HLDNGS PLSE116,455$10.1M0.05%
268GENERAL DYNAMICS CORPGD37,337$9.8M0.05%
269FIDELITY COVINGTON TRUST316092204100,691$9.8M0.05%
270ISHARES TR46428825783,568$9.8M0.05%
271DIMENSIONAL ETF TRUST25434V302383,899$9.7M0.05%
272PINNACLE WEST CAP CORPPNW114,665$9.7M0.05%
273COCA COLA COKO155,028$9.7M0.05%
274INNOVATOR ETFS TRUSTINHD246,366$9.6M0.05%
275TRACTOR SUPPLY COTSCO181,326$9.6M0.05%
276INNOVATOR ETFS TRUSTINHD249,298$9.6M0.05%
277VANGUARD INTL EQUITY INDEX F922042858216,529$9.5M0.05%
278MANPOWERGROUP INC WISMAN164,992$9.5M0.05%
279ARES CAPITAL CORPARCC431,981$9.5M0.05%
280SPDR SER TR78468R200307,265$9.4M0.05%
281INNOVATOR ETFS TRUSTINHD243,132$9.2M0.05%
282CROCS INCCROX83,812$9.2M0.05%
283GILEAD SCIENCES INCGILD98,729$9.1M0.05%
284BLACKROCK INCBLK8,866$9.1M0.05%
285DELTA AIR LINES INC DELDAL149,574$9.1M0.05%
286MARATHON PETE CORPMARA64,541$9.0M0.05%
287BENCHMARK ELECTRS INC08160H101197,737$9.0M0.05%
288MGM RESORTS INTERNATIONALMGM257,679$8.9M0.05%
289INNOVATOR ETFS TRUSTINHD216,564$8.9M0.05%
290SNAP ON INCSNA26,192$8.9M0.04%
291ISHARES TR464287432101,453$8.9M0.04%
292CELANESE CORP DELCE128,325$8.9M0.04%
293CVS HEALTH CORPCVS197,213$8.9M0.04%
294MEDTRONIC PLCMDT109,919$8.8M0.04%
295ROCKWELL AUTOMATION INCROK30,232$8.6M0.04%
296VANGUARD INDEX FDS92290855396,065$8.6M0.04%
297WISDOMTREE TRWT140,075$8.6M0.04%
298INNOVATOR ETFS TRUSTINHD237,593$8.5M0.04%
299INNOVATOR ETFS TRUSTINHD210,939$8.5M0.04%
300SELECT SECTOR SPDR TR81369Y886111,557$8.4M0.04%
301ARCHER DANIELS MIDLAND COADM166,544$8.4M0.04%
302VANECK ETF TRUST92189H409161,162$8.4M0.04%
303ALLSTATE CORPALL-PJ43,397$8.4M0.04%
304ALEXANDRIA REAL ESTATE EQ IN01527110985,236$8.3M0.04%
305BONDBLOXX ETF TRUST09789C788165,569$8.3M0.04%
306HF SINCLAIR CORPDINO236,055$8.3M0.04%
307INNOVATOR ETFS TRUSTINHD225,394$8.3M0.04%
308AUTODESK INCADSK27,973$8.3M0.04%
309NIKE INCNKE108,653$8.2M0.04%
310PFIZER INCPFE309,630$8.2M0.04%
311NUCOR CORPNUE70,288$8.2M0.04%
312SOUTHERN COSOMN99,153$8.2M0.04%
313ISHARES TR464288513102,463$8.1M0.04%
314INNOVATOR ETFS TRUSTINHD219,122$8.1M0.04%
315PALANTIR TECHNOLOGIES INCPLTR106,065$8.0M0.04%
316INNOVATOR ETFS TRUSTINHD201,222$8.0M0.04%
317MONDELEZ INTL INC609207105133,244$8.0M0.04%
318COMERICA INC200340107128,375$7.9M0.04%
319TCW STRATEGIC INCOME FD INC8723401041,637,796$7.9M0.04%
320J P MORGAN EXCHANGE TRADED F46641Q332134,660$7.7M0.04%
321ILLINOIS TOOL WKS INC45230810930,487$7.7M0.04%
322CDW CORPCDW44,216$7.7M0.04%
323ENERSYSENS81,828$7.6M0.04%
324CONOCOPHILLIPSCOP76,001$7.5M0.04%
325MOODYS CORPMCO15,803$7.5M0.04%
326AFLAC INCAFL71,415$7.4M0.04%
327ALBEMARLE CORPALB-PA85,618$7.4M0.04%
328EMERSON ELEC COEMR59,428$7.4M0.04%
329BUILDERS FIRSTSOURCE INCBLDR50,042$7.2M0.04%
330ISHARES TR464288687227,103$7.1M0.04%
331LADDER CAP CORPLADR637,374$7.1M0.04%
332GREENBRIER COS INC393657101116,486$7.1M0.04%
333SCHWAB STRATEGIC TR808524102311,447$7.1M0.04%
334GENERAC HLDGS INCGNRC45,136$7.0M0.04%
335VERTEX PHARMACEUTICALS INCVRTX17,181$6.9M0.03%
336SABA CAPITAL INCOME & OPPORTBRW757,297$6.9M0.03%
337WILLIS TOWERS WATSON PLC LTDWTW21,851$6.8M0.03%
338KKR & CO INCKKRT45,931$6.8M0.03%
339TRI CONTL CORP895436103213,843$6.8M0.03%
340MARTIN MARIETTA MATLS INC57328410613,085$6.8M0.03%
341SPDR S&P 500 ETF TRSPY737,990$6.7M0.03%
342FIDELITY COVINGTON TRUST316092873114,336$6.7M0.03%
343ZIMMER BIOMET HOLDINGS INCZBH63,417$6.7M0.03%
344HERSHEY COHSY39,267$6.7M0.03%
345VANGUARD STAR FDS921909768112,766$6.6M0.03%
346HCA HEALTHCARE INCHCA22,099$6.6M0.03%
347VIKING HOLDINGS LTDVIK149,747$6.6M0.03%
348SELECT SECTOR SPDR TR81369Y80328,322$6.6M0.03%
349VANGUARD BD INDEX FDS92193782785,203$6.6M0.03%
350CNH INDL N VN20944109573,421$6.5M0.03%
351INTERNATIONAL PAPER CO460146103119,584$6.4M0.03%
352CARDINAL HEALTH INCCAH54,308$6.4M0.03%
353HALLIBURTON COHAL236,083$6.4M0.03%
354HARBOR ETF TRUST41151J885247,246$6.4M0.03%
355PAYCHEX INCPAYX45,567$6.4M0.03%
356ISHARES TR46428828170,092$6.3M0.03%
357ISHARES TR46428717658,440$6.2M0.03%
358ISHARES TR46428716847,258$6.2M0.03%
359TORO COTORO77,557$6.2M0.03%
360HEWLETT PACKARD ENTERPRISE CHPE-PC290,128$6.2M0.03%
361GODADDY INCGDDY31,242$6.2M0.03%
362ISHARES TR46428773966,079$6.2M0.03%
363JUNIPER NETWORKS INC48203R104163,644$6.1M0.03%
364GDL FD361570104763,640$6.1M0.03%
365ENERGY TRANSFER L PET-PI309,342$6.1M0.03%
366KIMCO RLTY CORP49446R109257,322$6.0M0.03%
367NOVO-NORDISK A SNONOF69,460$6.0M0.03%
368STATE STR CORPSTT-PG60,689$6.0M0.03%
369BROADRIDGE FINL SOLUTIONS IN11133T10326,317$6.0M0.03%
370LOEWS CORPL69,991$5.9M0.03%
371SCHWAB STRATEGIC TR808524201255,824$5.9M0.03%
372VANGUARD SPECIALIZED FUNDS92190884430,185$5.9M0.03%
373ISHARES INC464286608124,073$5.9M0.03%
374ISHARES TR46432F38855,459$5.9M0.03%
375XYLEM INCXYL50,056$5.8M0.03%
376GE HEALTHCARE TECHNOLOGIES IGEHC73,722$5.8M0.03%
377GAMING & LEISURE PPTYS INC36467J108119,222$5.7M0.03%
378DOW INCDOW140,705$5.6M0.03%
379DTF TAX-FREE INCOME 2028 TERDTF495,416$5.6M0.03%
380FIDELITY COVINGTON TRUST31609260084,321$5.5M0.03%
381BAKER HUGHES COMPANYBKR134,433$5.5M0.03%
382ALTRIA GROUP INCMO103,968$5.4M0.03%
383BLACKROCK MUN TARGET TERM TRBLK262,825$5.4M0.03%
384L3HARRIS TECHNOLOGIES INCLHX25,666$5.4M0.03%
385OCCIDENTAL PETE CORP674599105108,088$5.3M0.03%
386PIMCO ETF TR72201R635118,058$5.3M0.03%
387MCKESSON CORPMCK9,302$5.3M0.03%
388ISHARES TR46428857047,712$5.3M0.03%
389TARGA RES CORPTRGP29,202$5.2M0.03%
390TAIWAN SEMICONDUCTOR MFG LTD87403910026,308$5.2M0.03%
391PULTE GROUP INC74586710147,407$5.2M0.03%
392SPDR SER TR78464A87057,079$5.1M0.03%
393NOVARTIS AGNVSEF52,666$5.1M0.03%
394TEXTRON INCTXT66,865$5.1M0.03%
395ENTERPRISE PRODS PARTNERS L293792107163,082$5.1M0.03%
396PIMCO DYNAMIC INCOME STRATEGPDX195,022$5.1M0.03%
397VANGUARD INTL EQUITY INDEX F92204277588,750$5.1M0.03%
398IDEXX LABS INC45168D10412,189$5.0M0.03%
399YUM BRANDS INCYUM37,532$5.0M0.03%
400HUBSPOT INCHUBS7,225$5.0M0.03%
401COHU INCCOHU188,106$5.0M0.03%
402ISHARES TR46428749956,567$5.0M0.03%
403SPDR DOW JONES INDL AVERAGE78467X10911,711$5.0M0.03%
404JABIL INCJBL34,455$5.0M0.03%
405FIDELITY COVINGTON TRUST31609270970,155$4.9M0.02%
406MPLX LPMPLXP101,961$4.9M0.02%
407FIDELITY COVINGTON TRUST31609230398,175$4.9M0.02%
408LUMENTUM HLDGS INCLITE57,218$4.8M0.02%
409CORTEVA INCCTVA82,872$4.7M0.02%
410FTAI AVIATION LTDFTAIN32,422$4.7M0.02%
411TOTALENERGIES SETTE84,942$4.6M0.02%
412DIMENSIONAL ETF TRUST25434V815150,354$4.6M0.02%
413VANGUARD SCOTTSDALE FDS92206C66451,687$4.6M0.02%
414SELECT SECTOR SPDR TR81369Y85247,163$4.6M0.02%
415BANK OZK LITTLE ROCK ARKOZKAP102,449$4.6M0.02%
416FACTSET RESH SYS INC3030751059,386$4.5M0.02%
417STRYKER CORPORATIONSYK12,452$4.5M0.02%
418ISHARES TR46434V61399,161$4.5M0.02%
419NORTHROP GRUMMAN CORPNOC9,500$4.5M0.02%
420NORDSTROM INC655664100183,645$4.4M0.02%
421UNITED PARCEL SERVICE INCUPS35,058$4.4M0.02%
422CARVANA COCVNA21,659$4.4M0.02%
423VANECK ETF TRUST92189F64347,477$4.4M0.02%
424CITIZENS FINL GROUP INCCIA98,877$4.3M0.02%
425BAXTER INTL INC071813109148,342$4.3M0.02%
426WENDYS CO95058W100263,767$4.3M0.02%
427ISHARES TR46428724240,214$4.3M0.02%
428WISDOMTREE TRWT85,027$4.3M0.02%
429BLACKROCK ENHANCED EQUITY DIBLK513,309$4.3M0.02%
430SYNCHRONY FINANCIALSYF-PB65,150$4.2M0.02%
431REALTY INCOME CORPO79,119$4.2M0.02%
432INTUITIVE SURGICAL INCISRG8,058$4.2M0.02%
433BORGWARNER INCBWA132,389$4.2M0.02%
434WELLS FARGO CO NEW9497468043,491$4.2M0.02%
435FLAHERTY & CRUMRINE DYNAMICDFP208,989$4.2M0.02%
436KULICKE & SOFFA INDS INC50124210188,818$4.1M0.02%
437DICKS SPORTING GOODS INC25339310217,972$4.1M0.02%
438ISHARES TR46428824078,466$4.1M0.02%
439MONEYLION INC60938K30447,507$4.1M0.02%
440ECOLAB INCECL17,414$4.1M0.02%
441KEYCORP493267108237,001$4.1M0.02%
442RITHM CAPITAL CORPRITM-PF374,221$4.1M0.02%
443EXELON CORPEXC106,148$4.0M0.02%
444FIRST TR EXCHNG TRADED FD VI33740F888160,638$4.0M0.02%
445OAKTREE SPECIALTY LENDING COOCSL258,853$4.0M0.02%
446PHILLIPS 66PSX34,540$3.9M0.02%
447BLACKROCK ESG CAP ALLC TERMBLK239,493$3.9M0.02%
448AMERICAN ELEC PWR CO INC02553710142,474$3.9M0.02%
449EQUITY LIFESTYLE PPTYS INC29472R10858,468$3.9M0.02%
450QUANTA SVCS INC74762E10212,330$3.9M0.02%
451PETROLEO BRASILEIRO SA PETRO71654V408300,680$3.9M0.02%
452HP INCHPQ118,052$3.9M0.02%
453OREILLY AUTOMOTIVE INC67103H1073,237$3.8M0.02%
454MOSAIC CO NEWMOS156,209$3.8M0.02%
455FIRST TR SR FLTG RATE INCOME33733U108368,867$3.8M0.02%
456COTERRA ENERGY INCCTRA149,387$3.8M0.02%
457ISHARES TR46428760641,457$3.8M0.02%
458PALO ALTO NETWORKS INCPANW20,667$3.8M0.02%
459OMNICOM GROUP INCOMC43,651$3.8M0.02%
460CSX CORPCSX115,771$3.7M0.02%
461FRESH DEL MONTE PRODUCE INCFDP111,560$3.7M0.02%
462ISHARES TR46435GAA0153,728$3.7M0.02%
463BOEING COBA-PA20,894$3.7M0.02%
464FIDELITY COVINGTON TRUST316092402152,393$3.6M0.02%
465GOODYEAR TIRE & RUBR CO382550101399,600$3.6M0.02%
466NEWMONT CORPNEMCL96,587$3.6M0.02%
467BROOKFIELD CORP11271J10762,413$3.6M0.02%
468CIVITAS RESOURCES INC17888H10377,955$3.6M0.02%
469SPDR SER TR78464A35945,738$3.6M0.02%
470EASTERN BANKSHARES INCEBC206,085$3.6M0.02%
471INVESCO ACTIVELY MANAGED EXCIVZ94,971$3.5M0.02%
472MOLSON COORS BEVERAGE COTAP-A61,183$3.5M0.02%
473FRANKLIN TEMPLETON ETF TRFGDL91,545$3.5M0.02%
474ISHARES TR46428766337,353$3.5M0.02%
475US BANCORP DELUSB-PS72,182$3.5M0.02%
476CRESCENT CAP BDC INC225655109177,345$3.4M0.02%
477VULCAN MATLS CO92916010913,186$3.4M0.02%
478ISHARES TR46435G25072,046$3.4M0.02%
479GENUINE PARTS COGPC28,498$3.3M0.02%
480NUTRIEN LTDNTR74,065$3.3M0.02%
481CROWDSTRIKE HLDGS INCCRWD9,678$3.3M0.02%
482VANECK ETF TRUST92189F67613,585$3.3M0.02%
483SCHWAB STRATEGIC TR808524706122,076$3.3M0.02%
484IQVIA HLDGS INCIQV16,536$3.2M0.02%
485ROYALTY PHARMA PLCRPRX127,334$3.2M0.02%
486GE AEROSPACE36960430119,401$3.2M0.02%
487EDWARDS LIFESCIENCES CORPEW43,257$3.2M0.02%
488SPOTIFY TECHNOLOGY S ASPOT7,095$3.2M0.02%
489INSULET CORPPODD12,097$3.2M0.02%
490PIMCO ETF TR72201R83331,420$3.2M0.02%
491SANOFISNYNF65,412$3.2M0.02%
492GLOBAL PMTS INC37940X10228,085$3.1M0.02%
493OVINTIV INCOVV77,282$3.1M0.02%
494SMURFIT WESTROCK PLCSW57,834$3.1M0.02%
495FIDELITY WISE ORIGIN BITCOINFBTC38,162$3.1M0.02%
496ROYAL CARIBBEAN GROUPV7780T10313,391$3.1M0.02%
497TEREX CORP NEWTEX66,178$3.1M0.02%
498ISHARES TR46428815828,673$3.0M0.02%
499EQUIFAX INCEFX11,701$3.0M0.02%
500SAP SESAPGF12,044$3.0M0.01%