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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

Kovitz Investment Group Partners, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001665198-25-000016

Total Value
$25.65B
Positions
1,394
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VALUED ADVISERS TR92046L35345,721,097$1.17B4.75%
2MICROSOFT CORPMSFT1,700,950$881.0M3.57%
3APPLE INCAAPL2,993,014$762.1M3.09%
4POWELL INDS INC7391281062,314,474$705.5M2.86%
5AMAZON COM INCAMZN2,413,888$530.0M2.15%
6SPDR S&P 500 ETF TRSPY792,599$528.2M2.14%
7ALPHABET INCGOOG1,970,832$479.1M1.94%
8NVIDIA CORPORATIONNVDA2,460,746$459.1M1.86%
9BROADCOM INCAVGO1,275,551$420.8M1.70%
10JANUS DETROIT STR TR47103U8457,818,805$397.0M1.61%
11ISHARES TR464287200572,969$383.5M1.55%
12THERMO FISHER SCIENTIFIC INCTMO717,840$348.2M1.41%
13LAM RESEARCH CORPLRCX2,377,790$318.5M1.29%
14META PLATFORMS INCMETA399,390$293.3M1.19%
15ADVANCED MICRO DEVICES INCAMD1,805,893$292.2M1.18%
16ISHARES TR464287614623,541$292.1M1.18%
17VANGUARD INDEX FDS922908769886,410$291.1M1.18%
18KEYSIGHT TECHNOLOGIES INCKEYS1,660,090$290.4M1.18%
19ALPHABET INCGOOG1,059,087$257.9M1.04%
20INTERCONTINENTAL EXCHANGE IN45866F1041,491,417$251.3M1.02%
21SCHWAB CHARLES CORPSCHW-PJ2,330,400$222.5M0.90%
22ADOBE INCADBE590,982$208.5M0.84%
23VANGUARD INDEX FDS9229087441,106,265$206.3M0.84%
24JPMORGAN CHASE & CO.VYLD636,914$200.9M0.81%
25PHILIP MORRIS INTL INC7181721091,179,050$191.2M0.77%
26ISHARES TR464287598916,955$186.7M0.76%
27LOWES COS INC548661107737,139$185.3M0.75%
28GXO LOGISTICS INCORPORATEDGXO3,489,066$184.5M0.75%
29VISA INCV533,768$182.2M0.74%
30SCHWAB STRATEGIC TR8085243005,701,018$181.9M0.74%
31FISERV INCFISV1,396,866$180.1M0.73%
32SALESFORCE INCCRM747,205$177.1M0.72%
33PARKER-HANNIFIN CORPPH231,444$175.5M0.71%
34BECTON DICKINSON & COBDX924,571$173.1M0.70%
35APOLLO GLOBAL MGMT INC03769M1061,296,857$172.8M0.70%
36BERKSHIRE HATHAWAY INC DELBRK-A319,933$160.8M0.65%
37BLACKSTONE INCBX927,062$158.4M0.64%
38APPLIED MATLS INC038222105741,586$151.8M0.61%
39ISHARES TR464287408717,964$148.3M0.60%
40ABBOTT LABSABLZF1,073,559$143.8M0.58%
41GALLAGHER ARTHUR J & CO363576109445,096$137.9M0.56%
42JACOBS SOLUTIONS INCJ901,284$135.1M0.55%
43AON PLCAON358,759$127.9M0.52%
44VANGUARD TAX-MANAGED FDS9219438582,134,598$127.9M0.52%
45RTX CORPORATIONRTX759,786$127.1M0.51%
46PACCAR INCPCAR1,249,428$122.8M0.50%
47ARISTA NETWORKS INCANET838,641$122.2M0.49%
48ISHARES TR4642874401,265,159$122.0M0.49%
49PEPSICO INCPEP857,288$120.4M0.49%
50JANUS DETROIT STR TR47103U8522,594,064$118.5M0.48%
51ISHARES TR464287101354,424$118.0M0.48%
52ZEBRA TECHNOLOGIES CORPORATIZBRA394,743$117.3M0.48%
53ISHARES TR46436E7181,164,581$117.3M0.47%
54WISDOMTREE TRWT1,294,595$115.2M0.47%
55ISHARES TR46436E8584,993,207$114.6M0.46%
56ACCENTURE PLC IRELANDACN459,617$113.3M0.46%
57VANGUARD INDEX FDS922908363179,827$110.2M0.45%
58ALCON AGALC1,448,704$107.9M0.44%
59ISHARES TR464287309892,589$107.8M0.44%
60VANGUARD SCOTTSDALE FDS92206C7712,271,932$106.7M0.43%
61J P MORGAN EXCHANGE TRADED F46641Q8371,964,991$99.7M0.40%
62ISHARES TR464287804831,644$98.8M0.40%
63ISHARES TR4642886461,789,994$94.9M0.38%
64PNC FINL SVCS GROUP INC693475105436,509$87.7M0.36%
65INVESCO EXCHANGE TRADED FD TIVZ1,196,553$87.7M0.36%
66ANALOG DEVICES INCADI346,528$85.1M0.34%
67BUILDERS FIRSTSOURCE INCBLDR685,587$83.1M0.34%
68AMERICAN EXPRESS COAXP249,449$82.9M0.34%
69WATERS CORP941848103266,223$79.8M0.32%
70MICRON TECHNOLOGY INCMU460,009$77.0M0.31%
71DOLLAR TREE INCDLTR800,705$75.6M0.31%
72DANAHER CORPORATION235851102379,781$75.3M0.30%
73INVESCO EXCHANGE TRADED FD TIVZ387,864$73.6M0.30%
74CARMAX INCKMX1,633,409$73.3M0.30%
75DEERE & CODE158,100$72.3M0.29%
76AMENTUM HOLDINGS INCAMTM3,007,750$72.0M0.29%
77DIMENSIONAL ETF TRUST25434V8071,542,252$71.1M0.29%
78LULULEMON ATHLETICA INCLULU397,874$70.8M0.29%
79TESLA INCTSLA157,409$70.0M0.28%
80MASTERCARD INCORPORATEDMA119,724$68.1M0.28%
81ISHARES TR46432F339349,534$68.0M0.28%
82ISHARES TR46432F842775,348$67.7M0.27%
83CITIGROUP INCC-PR663,416$67.3M0.27%
84VANGUARD INDEX FDS922908736139,773$67.0M0.27%
85T-MOBILE US INCTMUSZ276,906$66.3M0.27%
86ISHARES INC46434G103993,835$65.5M0.27%
87ISHARES TR464287622178,035$65.1M0.26%
88QUALCOMM INCQCOM388,251$64.6M0.26%
89VANGUARD SCOTTSDALE FDS92206C7061,056,794$63.4M0.26%
90VANGUARD SCOTTSDALE FDS92206C1021,069,672$63.0M0.25%
91ISHARES TR464288588644,563$61.3M0.25%
92ISHARES TR464287465648,662$60.6M0.25%
93GOLDMAN SACHS GROUP INCGSCE73,273$58.4M0.24%
94INVESCO EXCHANGE TRADED FD TIVZ1,284,595$58.1M0.24%
95NETFLIX INCNFLX48,201$57.8M0.23%
96UNITEDHEALTH GROUP INCUNH166,206$57.4M0.23%
97EXXON MOBIL CORPXOM506,317$57.1M0.23%
98WALMART INCWMT545,911$56.3M0.23%
99ISHARES TR464288661465,686$55.7M0.23%
100ELI LILLY & COLLY71,907$54.9M0.22%
101COOPER COS INC216648501782,340$53.6M0.22%
102CONSTELLATION ENERGY CORPCEG162,208$53.4M0.22%
103ISHARES TR464287721268,224$52.5M0.21%
104SPDR SERIES TRUST78468R523513,072$51.1M0.21%
105ISHARES TR464288638940,501$50.9M0.21%
106NEWMONT CORPNEMCL599,294$50.5M0.20%
107AMERICAN CENTY ETF TR025072877505,994$50.4M0.20%
108ORACLE CORPORCL-PD179,028$50.4M0.20%
109ISHARES TR464287150340,808$49.6M0.20%
110ISHARES TR464287655204,808$49.6M0.20%
111UBER TECHNOLOGIES INCUBER493,972$48.4M0.20%
112HOME DEPOT INCHD114,217$46.3M0.19%
113DIMENSIONAL ETF TRUST25434V1041,011,270$46.3M0.19%
114ISHARES TR464287226460,569$46.2M0.19%
115ISHARES GOLD TRIAU628,271$45.7M0.19%
116JOHNSON & JOHNSONJNJ246,055$45.6M0.18%
117ABBVIE INCABBV196,294$45.5M0.18%
118INNOVATOR ETFS TRUSTINHD1,071,452$45.0M0.18%
119CISCO SYS INCCSCO645,928$44.2M0.18%
120BANK AMERICA CORP060505104829,728$42.8M0.17%
121JANUS DETROIT STR TR47103U746803,375$42.0M0.17%
122HAYWARD HLDGS INCHAYW2,648,798$40.0M0.16%
123BERKSHIRE HATHAWAY INC DELBRK-A53$40.0M0.16%
124DISNEY WALT CO254687106347,334$39.8M0.16%
125COSTCO WHSL CORP NEW22160K10542,608$39.4M0.16%
126ISHARES TR464287507599,496$39.1M0.16%
127FLOOR & DECOR HLDGS INCFND526,068$38.8M0.16%
128ISHARES TR464287457461,199$38.3M0.15%
129MCKESSON CORPMCK48,912$37.8M0.15%
130TRAVELERS COMPANIES INCTRV135,330$37.8M0.15%
131RYAN SPECIALTY HOLDINGS INCRYAN667,783$37.6M0.15%
132CUMMINS INCCMI88,581$37.4M0.15%
133CARDINAL HEALTH INCCAH236,505$37.1M0.15%
134INVESCO QQQ TRIVZ61,748$37.1M0.15%
135ISHARES TR46429B2671,603,899$37.1M0.15%
136COPART INCCPRT818,685$36.8M0.15%
137WORKDAY INCWDAY152,053$36.6M0.15%
138SCHWAB STRATEGIC TR8085241021,414,828$36.4M0.15%
139SEAGATE TECHNOLOGY HLDNGS PLSE153,437$36.3M0.15%
140MORGAN STANLEYMS-PQ227,304$36.1M0.15%
141CME GROUP INCCME132,928$35.9M0.15%
142BRISTOL-MYERS SQUIBB COCELG-RI795,782$35.9M0.15%
143ISHARES TR46429B333808,423$35.9M0.15%
144AGF INVTS TR00110G4082,221,703$35.4M0.14%
145CHEVRON CORP NEWCVX227,402$35.3M0.14%
146INTUITINTU51,593$35.2M0.14%
147BANK NEW YORK MELLON CORP064058100317,617$34.6M0.14%
148AUTOZONE INCAZO7,994$34.3M0.14%
149HUBSPOT INCHUBS72,767$34.0M0.14%
150SERIES PORTFOLIOS TR81752T5281,262,458$33.9M0.14%
151SPDR SERIES TRUST78468R663360,903$33.1M0.13%
152CATERPILLAR INCCAT68,999$32.9M0.13%
153CARLISLE COS INC14233910099,164$32.6M0.13%
154VERIZON COMMUNICATIONS INCVZ728,644$32.0M0.13%
155FIDELITY COVINGTON TRUST316092808142,224$31.6M0.13%
156VERTEX PHARMACEUTICALS INCVRTX80,587$31.6M0.13%
157PG&E CORPPCG-PX2,085,460$31.4M0.13%
158PAYPAL HLDGS INCPYPL463,701$31.1M0.13%
159ISHARES TR46429B655607,095$31.0M0.13%
160TJX COS INC NEW872540109213,883$30.9M0.13%
161MERCK & CO INCMRK367,253$30.9M0.12%
162PALANTIR TECHNOLOGIES INCPLTR168,014$30.6M0.12%
163SPECIAL OPPORTUNITIES FD INC84741T4011,217,502$30.4M0.12%
164FIRST TR EXCHANGE-TRADED FD33738D309655,855$30.1M0.12%
165INTERNATIONAL BUSINESS MACHSINTR106,002$29.9M0.12%
166BOOKING HOLDINGS INCBKNG5,523$29.8M0.12%
167CHUBB LIMITEDCB102,237$28.9M0.12%
168VANGUARD WHITEHALL FDS921946406204,576$28.8M0.12%
169PROCTER AND GAMBLE CO742718109186,710$28.7M0.12%
170WILLIAMS COS INC969457100450,591$28.5M0.12%
171ISHARES SILVER TRSLV664,230$28.1M0.11%
172STRATEGIC TRUST48817R870811,261$27.8M0.11%
173COMCAST CORP NEWCCZ877,995$27.6M0.11%
174AMGEN INCAMGN97,189$27.4M0.11%
175VANGUARD SCOTTSDALE FDS92206C409341,054$27.3M0.11%
176CAPITAL ONE FINL CORP14040H105128,198$27.3M0.11%
177DIMENSIONAL ETF TRUST25434V781763,386$27.2M0.11%
178SPDR GOLD TRGLD76,484$27.2M0.11%
179CHIPOTLE MEXICAN GRILL INCCMG685,163$26.9M0.11%
180ERIE INDTY CO29530P10284,154$26.8M0.11%
181EOG RES INCEOG237,989$26.7M0.11%
182EQT CORPEQT486,796$26.5M0.11%
183CBOE GLOBAL MKTS INC12503M108106,679$26.2M0.11%
184TE CONNECTIVITY PLCTEL118,375$26.0M0.11%
185ALLSTATE CORPALL-PJ120,270$25.8M0.10%
186ISHARES TR46436E8411,132,878$25.5M0.10%
187GE AEROSPACE36960430184,363$25.4M0.10%
188PROGRESSIVE CORP743315103102,377$25.3M0.10%
189LOCKHEED MARTIN CORPLMT50,262$25.1M0.10%
190J P MORGAN EXCHANGE TRADED F46654Q575490,440$25.0M0.10%
191GENERAL MTRS CO37045V100404,933$24.7M0.10%
192BLACKROCK INCBLK21,058$24.6M0.10%
193AMPHENOL CORP NEW032095101195,284$24.2M0.10%
194VANGUARD WORLD FD92204A70232,177$24.0M0.10%
195APPLOVIN CORPAPP33,426$24.0M0.10%
196NUVEEN MUN VALUE FD INCNU2,653,343$23.8M0.10%
197AMERIPRISE FINL INC03076C10648,194$23.7M0.10%
198EATON CORP PLCETN62,579$23.4M0.09%
199BLACKROCK ETF TRUST IIBLK435,163$23.2M0.09%
200METLIFE INCMET-PF279,731$23.0M0.09%
201QUANTA SVCS INC74762E10255,111$22.8M0.09%
202BOSTON SCIENTIFIC CORPBSX232,114$22.7M0.09%
203HOWMET AEROSPACE INCHWM114,156$22.4M0.09%
204CORNING INCGLW273,040$22.4M0.09%
205SPDR SERIES TRUST78464A854284,370$22.3M0.09%
206NEXTERA ENERGY INCNEE-PW293,966$22.2M0.09%
207TEXAS INSTRS INC882508104120,635$22.2M0.09%
208WELLS FARGO CO NEW949746101261,583$21.9M0.09%
209SPECIAL OPPORTUNITIES FD INC84741T1041,383,383$21.4M0.09%
210BROADRIDGE FINL SOLUTIONS IN11133T10387,207$20.8M0.08%
211NOVARTIS AGNVSEF161,147$20.7M0.08%
212SIMPLIFY EXCHANGE TRADED FUN82889N558872,251$20.6M0.08%
213ISHARES TR464288414191,235$20.4M0.08%
214CBRE GROUP INCCBRE127,905$20.2M0.08%
215ZOETIS INCZTS136,044$19.9M0.08%
216CVS HEALTH CORPCVS262,363$19.8M0.08%
217HILTON WORLDWIDE HLDGS INCHLT76,215$19.8M0.08%
218VANGUARD INTL EQUITY INDEX F922042874247,752$19.8M0.08%
219AT&T INCT-PC678,261$19.2M0.08%
220WELLTOWER INCWELL107,042$19.1M0.08%
221ISHARES TR464289867293,944$18.9M0.08%
222AERCAP HOLDINGS NVAER155,892$18.9M0.08%
223VANGUARD INDEX FDS92290861190,078$18.8M0.08%
224HONEYWELL INTL INC43851610688,381$18.6M0.08%
225ISHARES TR464288117436,593$18.6M0.08%
226ISHARES TR46435G268252,256$18.6M0.08%
227VANGUARD INTL EQUITY INDEX F922042742134,740$18.6M0.08%
228VANGUARD INDEX FDS92290875172,463$18.4M0.07%
229SELECT SECTOR SPDR TR81369Y886210,224$18.3M0.07%
230SELECT SECTOR SPDR TR81369Y605335,995$18.1M0.07%
231SABA CAPITAL INCOME & OPRNT78518H2022,323,938$18.1M0.07%
232ISHARES INC464286509356,111$18.0M0.07%
233INTEL CORPINTC529,673$17.8M0.07%
234FEDEX CORPFDX75,202$17.7M0.07%
235NORFOLK SOUTHN CORP65584410858,864$17.7M0.07%
236UNION PAC CORPUNP73,649$17.4M0.07%
237AMERICAN TOWER CORP NEW03027X10088,975$17.1M0.07%
238ISHARES TR464288281178,237$17.0M0.07%
239INNOVATOR ETFS TRUSTINHD410,285$16.9M0.07%
240EATON VANCE ENHANCED EQUITYETN797,177$16.7M0.07%
241INNOVATOR ETFS TRUSTINHD392,648$16.7M0.07%
242INNOVATOR ETFS TRUSTINHD362,975$16.6M0.07%
243WASTE MGMT INC DEL94106L10975,084$16.6M0.07%
244WISDOMTREE TRWT288,183$16.5M0.07%
245SERVICENOW INCNOW17,583$16.2M0.07%
246FIRST TR EXCH TRADED FD III33739E108874,693$16.0M0.06%
247ISHARES TR464287879142,815$15.8M0.06%
248KROGER COKR232,919$15.7M0.06%
249FIDELITY COVINGTON TRUST316092501205,354$15.7M0.06%
250MCDONALDS CORPMCD51,582$15.7M0.06%
251KLA CORPKLAC14,518$15.7M0.06%
252MARSH & MCLENNAN COS INC57174810277,667$15.7M0.06%
253ONEOK INC NEWOKE210,824$15.4M0.06%
254AIR PRODS & CHEMS INCAIIR56,310$15.4M0.06%
255DIMENSIONAL ETF TRUST25434V815481,236$15.3M0.06%
256SPDR SERIES TRUST78464A474497,285$15.1M0.06%
257INNOVATOR ETFS TRUSTINHD329,274$15.0M0.06%
258INNOVATOR ETFS TRUSTINHD349,585$15.0M0.06%
259HCA HEALTHCARE INCHCA34,090$14.5M0.06%
260COCA-COLA EUROPACIFIC PARTNECCEP159,632$14.4M0.06%
261SPDR SERIES TRUST78468R101486,182$14.3M0.06%
262STRYKER CORPORATIONSYK38,413$14.2M0.06%
263LINDE PLCLIN29,790$14.2M0.06%
264CRH PLCCRH117,862$14.1M0.06%
265TRUIST FINL CORP89832Q109308,820$14.1M0.06%
266DIMENSIONAL ETF TRUST25434V302443,333$14.0M0.06%
267ELEVANCE HEALTH INC FORMERLYELV42,972$13.9M0.06%
268COMFORT SYS USA INC19990810416,774$13.8M0.06%
269PFIZER INCPFE537,002$13.7M0.06%
270ISHARES INC46434G822169,872$13.6M0.06%
271VIRTUS DIVIDEND INTEREST & PNFJ1,044,538$13.6M0.06%
272AMERICAN INTL GROUP INC026874784172,583$13.6M0.05%
273FIFTH THIRD BANCORPFITBM302,482$13.5M0.05%
274ISHARES TR46434V860265,981$13.5M0.05%
275INNOVATOR ETFS TRUSTINHD310,793$13.4M0.05%
276GENERAL DYNAMICS CORPGD39,230$13.4M0.05%
277GILEAD SCIENCES INCGILD119,028$13.2M0.05%
278CONOCOPHILLIPSCOP139,211$13.2M0.05%
279INNOVATOR ETFS TRUSTINHD330,755$13.1M0.05%
280VIKING HOLDINGS LTDVIK208,915$13.0M0.05%
281CHURCHILL DOWNS INCCHDN133,847$13.0M0.05%
282ISHARES TR46428825792,706$12.8M0.05%
283INNOVATOR ETFS TRUSTINHD291,828$12.8M0.05%
284AUTODESK INCADSK40,303$12.8M0.05%
285HF SINCLAIR CORPDINO244,411$12.8M0.05%
286PIMCO ETF TR72201R635281,260$12.7M0.05%
287TYSON FOODS INCTSN234,486$12.7M0.05%
288AUTOMATIC DATA PROCESSING INADP42,887$12.6M0.05%
289TAPESTRY INCTPR111,162$12.6M0.05%
290ISHARES TR464288448340,512$12.4M0.05%
291NOVO-NORDISK A SNONOF224,199$12.4M0.05%
292ISHARES TR46428764838,803$12.4M0.05%
293ISHARES TR46428748186,808$12.4M0.05%
294TAIWAN SEMICONDUCTOR MFG LTD87403910044,059$12.3M0.05%
295ISHARES TR464288372201,182$12.3M0.05%
296PGIM SHORT DUR HIG YLD OPP F69355J104728,757$12.2M0.05%
297ISHARES TR46428763068,394$12.1M0.05%
298ISHARES TR464287176107,854$12.0M0.05%
299NUCOR CORPNUE88,109$11.9M0.05%
300ISHARES INC464286608190,706$11.8M0.05%
301SPDR S&P MIDCAP 400 ETF TRMDY19,643$11.7M0.05%
302MARATHON PETE CORPMARA60,176$11.6M0.05%
303INNOVATOR ETFS TRUSTINHD297,415$11.6M0.05%
304FIDELITY COVINGTON TRUST316092709140,841$11.5M0.05%
305COHERENT CORPCOHR106,814$11.5M0.05%
306DIGITAL RLTY TR INC25386810366,356$11.5M0.05%
307GEN DIGITAL INCGENVR395,693$11.2M0.05%
308PRUDENTIAL FINL INCPUKPF107,870$11.2M0.05%
309PALO ALTO NETWORKS INCPANW54,586$11.1M0.05%
310SPDR SERIES TRUST78468R408433,668$11.1M0.04%
311ISHARES TR46429B697116,107$11.0M0.04%
312HERSHEY COHSY58,597$11.0M0.04%
313DARDEN RESTAURANTS INCDRI57,293$10.9M0.04%
314SPDR SERIES TRUST78468R200352,563$10.9M0.04%
315FIDELITY COVINGTON TRUST316092865192,555$10.9M0.04%
316SELECT SECTOR SPDR TR81369Y85291,420$10.8M0.04%
317ISHARES TR46428716874,395$10.6M0.04%
3183M COMMM68,108$10.6M0.04%
319KKR & CO INCKKRT81,029$10.5M0.04%
320NETAPP INCNTAP88,824$10.5M0.04%
321ISHARES TR464288513129,434$10.5M0.04%
322DIMENSIONAL ETF TRUST25434V849216,090$10.4M0.04%
323MOODYS CORPMCO21,734$10.4M0.04%
324PLAINS ALL AMERN PIPELINE L726503105606,403$10.3M0.04%
325ARCHER DANIELS MIDLAND COADM172,699$10.3M0.04%
326SELECT SECTOR SPDR TR81369Y80336,452$10.3M0.04%
327INNOVATOR ETFS TRUSTINHD266,564$10.2M0.04%
328KINDER MORGAN INC DELEP-PC361,053$10.2M0.04%
329VANGUARD INDEX FDS92290862934,666$10.2M0.04%
330WHIRLPOOL CORPWHR-PA129,479$10.2M0.04%
331J P MORGAN EXCHANGE TRADED F46641Q274209,171$10.0M0.04%
332NRG ENERGY INCNRG60,354$9.8M0.04%
333ISHARES TR46435G334232,878$9.8M0.04%
334ISHARES TR464287432108,965$9.7M0.04%
335SPDR SERIES TRUST78464A40992,696$9.7M0.04%
336WISDOMTREE TRWT139,506$9.6M0.04%
337INNOVATOR ETFS TRUSTINHD233,241$9.6M0.04%
338VANGUARD INTL EQUITY INDEX F922042858176,661$9.6M0.04%
339ARES CAPITAL CORPARCC468,690$9.6M0.04%
340ISHARES TR46428773998,299$9.5M0.04%
341ENERSYSENS83,525$9.4M0.04%
342AECOMACM72,157$9.4M0.04%
343SABA CAPITAL INCOME & OPPORTBRW1,018,968$9.3M0.04%
344DELL TECHNOLOGIES INCDELL64,473$9.1M0.04%
345SNAP ON INCSNA26,022$9.0M0.04%
346VANGUARD SCOTTSDALE FDS92206C66491,636$9.0M0.04%
347BLACKROCK ETF TRUST IIBLK171,071$8.9M0.04%
348FIRST SOLAR INCFSLR40,284$8.9M0.04%
349VANGUARD INTL EQUITY INDEX F922042775121,817$8.7M0.04%
350WISDOMTREE TRWT170,956$8.6M0.03%
351MGM RESORTS INTERNATIONALMGM246,595$8.5M0.03%
352BARINGS BDC INCBBDC972,322$8.5M0.03%
353NVR INCNVR1,058$8.5M0.03%
354CELANESE CORP DELCE201,633$8.5M0.03%
355VANGUARD STAR FDS921909768115,246$8.5M0.03%
356WILLIS TOWERS WATSON PLC LTDWTW24,347$8.4M0.03%
357DICKS SPORTING GOODS INC25339310237,591$8.4M0.03%
358TARGET CORPTGT93,013$8.3M0.03%
359ISHARES TR46436E866356,776$8.3M0.03%
360SPDR SERIES TRUST78464A87083,096$8.3M0.03%
361ISHARES TR46432F834100,540$8.3M0.03%
362SOUTHERN COSOMN87,473$8.3M0.03%
363COMERICA INC200340107120,784$8.3M0.03%
364LUMENTUM HLDGS INCLITE50,338$8.2M0.03%
365BONDBLOXX ETF TRUST09789C788158,027$8.0M0.03%
366PHILLIPS 66PSX58,403$7.9M0.03%
367ROCKWELL AUTOMATION INCROK22,686$7.9M0.03%
368VANGUARD SPECIALIZED FUNDS92190884436,226$7.8M0.03%
369UNITED PARCEL SERVICE INCUPS93,439$7.8M0.03%
370BROOKFIELD CORP11271J107112,480$7.7M0.03%
371BENCHMARK ELECTRS INC08160H101199,243$7.7M0.03%
372EMERSON ELEC COEMR58,535$7.7M0.03%
373PULTE GROUP INC74586710157,560$7.6M0.03%
374DECKERS OUTDOOR CORPDECK74,830$7.6M0.03%
375OREILLY AUTOMOTIVE INC67103H10770,308$7.6M0.03%
376TEXTRON INCTXT89,635$7.6M0.03%
377S&P GLOBAL INCSPGI15,510$7.5M0.03%
378MEDTRONIC PLCMDT79,022$7.5M0.03%
379IDEXX LABS INC45168D10411,794$7.5M0.03%
380SYSCO CORPSYY91,259$7.5M0.03%
381PIMCO ETF TR72201R627146,248$7.5M0.03%
382MARTIN MARIETTA MATLS INC57328410611,784$7.4M0.03%
383ALEXANDRIA REAL ESTATE EQ IN01527110989,080$7.4M0.03%
384CDW CORPCDW46,333$7.4M0.03%
385HEWLETT PACKARD ENTERPRISE CHPE-PC299,964$7.4M0.03%
386ISHARES TR46428754958,441$7.4M0.03%
387COCA COLA COKO110,438$7.4M0.03%
388ISHARES TR46432F38858,661$7.3M0.03%
389INTUITIVE SURGICAL INCISRG16,388$7.3M0.03%
390DBX ETF TR233051432196,080$7.3M0.03%
391FIRST TR EXCHANGE-TRADED FD33741X102189,188$7.2M0.03%
392MONDELEZ INTL INC609207105113,977$7.1M0.03%
393LADDER CAP CORPLADR651,980$7.1M0.03%
394SHERWIN WILLIAMS COSHW20,506$7.1M0.03%
395L3HARRIS TECHNOLOGIES INCLHX23,084$7.1M0.03%
396DOORDASH INCDASH25,857$7.0M0.03%
397BANK OZK LITTLE ROCK ARKOZKAP137,240$7.0M0.03%
398CARVANA COCVNA17,996$6.8M0.03%
399GENERAC HLDGS INCGNRC40,466$6.8M0.03%
400COHU INCCOHU332,694$6.8M0.03%
401STATE STR CORPSTT-PG58,281$6.8M0.03%
402TRI CONTL CORP895436103198,450$6.7M0.03%
403REALTY INCOME CORPO110,096$6.7M0.03%
404TCW STRATEGIC INCOME FD INC8723401041,357,667$6.7M0.03%
405TORTOISE CAPITAL SERIES TRUS890930100318,112$6.7M0.03%
406BOEING COBA-PA30,877$6.7M0.03%
407YUM BRANDS INCYUM43,747$6.6M0.03%
408ZIMMER BIOMET HOLDINGS INCZBH67,192$6.6M0.03%
409DUKE ENERGY CORP NEWDUKB53,413$6.6M0.03%
410ISHARES INC464286665127,146$6.6M0.03%
411ISHARES TR464288240100,221$6.5M0.03%
412JABIL INCJBL29,930$6.5M0.03%
413GAMING & LEISURE PPTYS INC36467J108138,265$6.4M0.03%
414TORTOISE CAPITAL SERIES TRUS890930209704,530$6.4M0.03%
415TORO COTORO83,598$6.4M0.03%
416FIDELITY COVINGTON TRUST31609287389,595$6.4M0.03%
417NORTHROP GRUMMAN CORPNOC10,404$6.3M0.03%
418ALTRIA GROUP INCMO95,341$6.3M0.03%
419BAKER HUGHES COMPANYBKR128,917$6.3M0.03%
420ALBEMARLE CORPALB-PA77,297$6.3M0.03%
421MANPOWERGROUP INC WISMAN165,119$6.3M0.03%
422AFLAC INCAFL56,011$6.3M0.03%
423ABERCROMBIE & FITCH COANF72,955$6.2M0.03%
424VANGUARD BD INDEX FDS92193782778,778$6.2M0.03%
425WENDYS CO95058W100675,170$6.2M0.03%
426MOSAIC CO NEWMOS177,981$6.2M0.02%
427SCHWAB STRATEGIC TR808524508205,542$6.1M0.02%
428SCHWAB STRATEGIC TR808524201229,328$6.0M0.02%
429AVEPOINT INCAVPT400,024$6.0M0.02%
430CNH INDL N VN20944109552,446$6.0M0.02%
431ISHARES TR46428865358,103$6.0M0.02%
432BLACKROCK MUN TARGET TERM TRBLK265,961$6.0M0.02%
433ISHARES TR46428857047,242$6.0M0.02%
434SPDR SERIES TRUST78464A508106,855$5.9M0.02%
435ISHARES TR46428887786,447$5.9M0.02%
436CORTEVA INCCTVA86,591$5.9M0.02%
437GREENBRIER COS INC393657101124,235$5.7M0.02%
438CSX CORPCSX161,299$5.7M0.02%
439ELECTRONIC ARTS INCEA28,396$5.7M0.02%
440PPG INDS INC69350610754,228$5.7M0.02%
441ISHARES TR46434V407131,250$5.7M0.02%
442OCCIDENTAL PETE CORP674599105119,865$5.7M0.02%
443THE CIGNA GROUP12552310019,626$5.7M0.02%
444FREEPORT-MCMORAN INCFCX143,914$5.6M0.02%
445CITIZENS FINL GROUP INCCIA105,336$5.6M0.02%
446AMERICAN EAGLE OUTFITTERS INAEO326,844$5.6M0.02%
447SPDR DOW JONES INDL AVERAGE78467X10912,022$5.6M0.02%
448ON HLDG AGH5919C104129,768$5.5M0.02%
449INTERNATIONAL PAPER CO460146103117,740$5.5M0.02%
450MOTOROLA SOLUTIONS INCMSI11,913$5.5M0.02%
451ISHARES TR46429B74752,634$5.4M0.02%
452TOTALENERGIES SETTE91,052$5.4M0.02%
453GDL FD361570104635,847$5.4M0.02%
454ISHARES TR464289511105,155$5.4M0.02%
455KIMCO RLTY CORP49446R109247,340$5.4M0.02%
456FIDELITY NATL INFORMATION SV31620M10681,633$5.4M0.02%
457HASBRO INCHAS70,542$5.4M0.02%
458DTF TAX-FREE INCOME 2028 TERDTF466,941$5.3M0.02%
459GE VERNOVA INCGEV8,645$5.3M0.02%
460SPDR S&P 500 ETF TRSPY603,180$5.3M0.02%
461COGNIZANT TECHNOLOGY SOLUTIOCTSH78,777$5.3M0.02%
462HARBOR ETF TRUST41151J885177,816$5.3M0.02%
463OTIS WORLDWIDE CORPOTIS56,837$5.2M0.02%
464SNOWFLAKE INCSNOW23,017$5.2M0.02%
465NIKE INCNKE74,358$5.2M0.02%
466FRANKLIN TEMPLETON ETF TRFGDL138,001$5.1M0.02%
467XYLEM INCXYL34,499$5.1M0.02%
468GODADDY INCGDDY36,415$5.0M0.02%
469PAYCHEX INCPAYX39,038$4.9M0.02%
470CRESCENT CAP BDC INC225655109345,759$4.9M0.02%
471LOEWS CORPL49,054$4.9M0.02%
472HALLIBURTON COHAL199,263$4.9M0.02%
473MATTHEWS INTL CORP577128101200,209$4.9M0.02%
474DELTA AIR LINES INC DELDAL85,634$4.9M0.02%
475MERCADOLIBRE INCMELI2,046$4.8M0.02%
476CROCS INCCROX56,806$4.7M0.02%
477J P MORGAN EXCHANGE TRADED F46641Q33283,103$4.7M0.02%
478STARBUCKS CORPSBUX55,452$4.7M0.02%
479FIDELITY COVINGTON TRUST31609260070,128$4.7M0.02%
480SPOTIFY TECHNOLOGY S ASPOT6,672$4.7M0.02%
481OMNICOM GROUP INCOMC56,779$4.6M0.02%
482ISHARES TR46428749947,667$4.6M0.02%
483MKS INC.MKSI36,889$4.6M0.02%
484INSULET CORPPODD14,703$4.5M0.02%
485KULICKE & SOFFA INDS INC501242101111,525$4.5M0.02%
486EXPEDIA GROUP INCEXPE20,981$4.5M0.02%
487DIMENSIONAL ETF TRUST25434V708115,621$4.5M0.02%
488CIENA CORPCIEN30,221$4.4M0.02%
489J P MORGAN EXCHANGE TRADED F46641Q65485,795$4.4M0.02%
490ISHARES TR46434V61393,198$4.4M0.02%
491CROWN CASTLE INCCCI45,009$4.3M0.02%
492VANECK ETF TRUST92189F64343,652$4.3M0.02%
493FIDELITY WISE ORIGIN BITCOINFBTC43,151$4.3M0.02%
494ROBINHOOD MKTS INC77070010229,624$4.2M0.02%
495ILLINOIS TOOL WKS INC45230810916,131$4.2M0.02%
496MORGAN STANLEY ETF TRUSTMS-PQ83,408$4.2M0.02%
497SCHWAB STRATEGIC TR808524805177,910$4.1M0.02%
498ASML HOLDING N VASMLF4,269$4.1M0.02%
499INVESCO EXCH TRADED FD TR IIIVZ64,266$4.1M0.02%
500KEYCORP493267108220,336$4.1M0.02%