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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

Kozak & Associates, Inc.

Quarter ended Q1 2025 · Filed April 15, 2025 · Accession 0001764970-25-000002

Total Value
$400.8M
Positions
461
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (461)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO S&P 500 REVENUE ETFIVZ569,709$54.4M13.57%
2ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF46431W648679,194$50.3M12.54%
3SPDR S&P 500 ETF TRUSTSPY72,318$39.0M9.73%
4INVESCO QQQ TRUST SERIES IIVZ73,724$33.7M8.41%
5SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409323,123$25.4M6.35%
6MICROSOFT CORP COMMSFT52,629$20.4M5.09%
7ISHARES US FINANCIAL SERVICES ETF464287770269,566$20.0M4.98%
8COSTCO WHSL CORP NEW COM22160K10520,327$19.9M4.97%
9APPLE INC COMAAPL90,204$18.3M4.56%
10NVIDIA CORPORATION COMNVDA156,579$17.3M4.32%
11AMAZON COM INC COMAMZN85,488$15.6M3.88%
12HEALTH CARE SELECT SECTOR SPDR FUND81369Y209109,021$15.1M3.77%
13VANECK SEMICONDUCTOR ETF92189F67673,741$14.9M3.71%
14ISHARES U.S. INDUSTRIALS ETF464287754108,834$13.6M3.39%
15SCHWAB CHARLES CORP COMSCHW-PJ32,883$2.5M0.63%
16JPMORGAN CHASE & CO. COMVYLD7,323$1.7M0.43%
17NETFLIX INC COMNFLX1,550$1.4M0.36%
18VISA INC COM CL AV3,816$1.3M0.32%
19ISHARES S&P MID-CAP 400 GROWTH ETF46428760615,233$1.2M0.30%
20BROADCOM INC COMAVGO6,777$1.2M0.30%
21ALPHABET INC CAP STK CL CGOOG7,377$1.2M0.30%
22CHEVRON CORP NEW COMCVX8,747$1.2M0.30%
23UNITEDHEALTH GROUP INC COMUNH1,969$1.2M0.29%
24META PLATFORMS INC CL AMETA1,812$963,0240.24%
25INVESCO S&P SMALLCAP MOMENTUM ETFIVZ15,149$897,8820.22%
26PROCTER AND GAMBLE CO COM7427181094,704$795,5330.20%
27PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4677,991$779,4750.19%
28SERVICENOW INC COMNOW933$746,2320.19%
29MCDONALDS CORP COMMCD2,322$734,0160.18%
30HOME DEPOT INC COMHD2,004$715,6940.18%
31BLACKSTONE INC COMBX5,388$703,0210.18%
32SALESFORCE INC COMCRM2,571$654,4110.16%
33DEERE & CO COMDE1,382$646,3120.16%
34ALPHABET INC CAP STK CL AGOOG3,856$613,3650.15%
35WORKDAY INC CL AWDAY2,577$598,7400.15%
36LOCKHEED MARTIN CORP COMLMT1,256$597,0420.15%
37BLACKROCK INC COMBLK633$563,2030.14%
38GE AEROSPACE COM NEW3696043012,773$515,8090.13%
39DARDEN RESTAURANTS INC COMDRI2,507$499,5200.12%
40EXXON MOBIL CORP COMXOM4,605$476,1590.12%
41CATERPILLAR INC COMCAT1,592$474,5100.12%
42AMERICAN EXPRESS CO COMAXP1,834$468,4340.12%
43MARRIOTT INTL INC NEW CL A5719032021,880$420,1720.10%
44DISCOVER FINL SVCS COM2547091082,625$417,5820.10%
45CISCO SYS INC COMCSCO7,123$408,9210.10%
46ADOBE INC COMADBE1,088$381,8000.10%
47NEXTERA ENERGY INC COMNEE-PW5,559$376,3030.09%
48QUALCOMM INC COMQCOM2,701$376,0120.09%
49GALLAGHER ARTHUR J & CO COM3635761091,035$354,9480.09%
50FIRST SOLAR INC COMFSLR2,650$347,8390.09%
51CHIPOTLE MEXICAN GRILL INC COMCMG6,912$341,8680.09%
52ABBVIE INC COMABBV1,834$328,4070.08%
53BOSTON SCIENTIFIC CORP COMBSX3,204$302,0410.08%
54CSX CORP COMCSX10,654$301,1790.08%
55COCA COLA CO COMKO4,120$298,4700.07%
56SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109721$292,2710.07%
57JOHNSON & JOHNSON COMJNJ1,887$291,2050.07%
58BANK AMERICA CORP COM0605051047,634$279,9330.07%
59XCEL ENERGY INC COMXELLL3,889$275,0400.07%
60HONEYWELL INTL INC COM4385161061,305$261,3970.07%
61GE VERNOVA INC COMGEV780$251,3940.06%
62LOWES COS INC COM5486611071,116$250,1180.06%
63INTERNATIONAL BUSINESS MACHS COMINTR1,003$239,6840.06%
64WILLIAMS COS INC COM9694571004,088$234,4870.06%
65GOLDMAN SACHS GROUP INC COMGSCE458$231,0400.06%
66SHELL PLC SPON ADSRYDAF3,613$225,9320.06%
67UNIVERSAL DISPLAY CORP COMOLED1,885$218,9350.05%
68RTX CORPORATION COMRTX1,663$214,7570.05%
69ORACLE CORP COMORCL-PD1,567$210,9620.05%
70TESLA INC COMTSLA808$203,8990.05%
71ELECTRONIC ARTS INC COMEA1,380$200,8220.05%
72FEDEX CORP COMFDX920$193,5880.05%
73BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A364$192,7450.05%
74PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R5857,443$191,7270.05%
75SHOPIFY INC CL A SUB VTG SHSSHOP2,243$185,6530.05%
76MERCK & CO INC COMMRK2,318$183,5530.05%
77SCHWAB U.S. SMALL-CAP ETF8085246078,350$182,7920.05%
78VALERO ENERGY CORP COMVLO1,632$180,0790.04%
79ZOETIS INC CL AZTS1,193$179,9550.04%
80INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ8,975$176,4430.04%
81ISHARES MSCI EAFE ETF4642874651,985$158,4360.04%
82ELEVANCE HEALTH INC COMELV358$157,7340.04%
83AUTODESK INC COMADSK575$149,9080.04%
84CLOROX CO DEL COMCLX1,032$145,4330.04%
85ARROW ELECTRS INC COM0427351001,441$144,1000.04%
86MONTROSE ENVIRONMENTAL GROUP I COMMEG10,000$141,5000.04%
87COMCAST CORP NEW CL ACCZ4,030$137,6120.03%
88NORTHROP GRUMMAN CORP COMNOC240$128,4580.03%
89ABBOTT LABS COMABLZF1,002$128,2260.03%
90AT&T INC COMT-PC4,617$125,5720.03%
91DISNEY WALT CO COM2546871061,474$124,7480.03%
92AMERIPRISE FINL INC COM03076C106263$124,7000.03%
93ISHARES CORE S&P 500 ETF464287200222$120,1280.03%
94DUKE ENERGY CORP NEW COM NEWDUKB981$118,2790.03%
95AMGEN INC COMAMGN396$116,4140.03%
96L3HARRIS TECHNOLOGIES INC COMLHX504$112,2690.03%
97AFLAC INC COMAFL1,016$110,2710.03%
98ASTRAZENECA PLC SPONSORED ADRAZN1,602$108,9360.03%
99MARSH & MCLENNAN COS INC COM571748102449$106,5850.03%
100DELTA AIR LINES INC DEL COM NEWDAL2,596$104,6180.03%
101MADRIGAL PHARMACEUTICALS INC COMMDGL324$104,4320.03%
102LULULEMON ATHLETICA INC COMLULU379$98,4490.02%
103EATON CORP PLC SHSETN347$96,4070.02%
104ALTRIA GROUP INC COMMO1,539$87,9100.02%
105ENERGY TRANSFER L P COM UT LTD PTNET-PI5,117$86,0600.02%
106ISHARES 0-3 MONTH TREASURY BOND ETF46436E718799$80,3080.02%
107VANGUARD GROWTH ETF922908736217$78,8300.02%
108MORGAN STANLEY COM NEWMS-PQ717$78,2840.02%
109SOUTHERN CO COMSOMN831$75,7240.02%
110TRACTOR SUPPLY CO COMTSCO1,447$75,5110.02%
111ROYAL BK CDA COM780087102649$74,8820.02%
112SCHWAB U.S. LARGE-CAP VALUE ETF8085244092,845$71,5060.02%
113WALMART INC COMWMT733$69,4540.02%
114AMERICAN TOWER CORP NEW COM03027X100316$68,9160.02%
115VANGUARD MID-CAP ETF922908629277$68,2840.02%
116INTERPUBLIC GROUP COS INC COMINTR2,707$67,7020.02%
117ACCENTURE PLC IRELAND SHS CLASS AACN230$66,6610.02%
118LAM RESEARCH CORP COM NEWLRCX924$62,7180.02%
119OKLO INC COM CL AOKLO2,700$60,8850.02%
120PEPSICO INC COMPEP410$60,1830.02%
121SCHWAB U.S. LARGE-CAP GROWTH ETF8085243002,447$59,9940.01%
122FIDELITY NASDAQ COMPOSITE INDEX ETF315912808903$59,8160.01%
123CUMMINS INC COMCMI201$58,0130.01%
124MASTERCARD INCORPORATED CL AMA112$57,4890.01%
125CITIGROUP INC COM NEWC-PR898$56,7460.01%
126PAYCOM SOFTWARE INC COMPAYC254$55,3750.01%
127ISHARES RUSSELL 2000 ETF464287655295$55,0600.01%
128AIR PRODS & CHEMS INC COMAIIR193$52,4780.01%
129TEXAS INSTRS INC COM882508104345$52,1150.01%
130TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF485$51,4050.01%
131VANGUARD VALUE ETF922908744297$48,6830.01%
132HERCULES CAPITAL INC COMHCXY2,814$48,0890.01%
133SIMON PPTY GROUP INC NEW COM828806109310$46,4150.01%
134STARBUCKS CORP COMSBUX522$44,6120.01%
135SOUTHWEST AIRLS CO COM8447411081,734$44,3140.01%
136LINDE PLC SHSLIN97$43,2650.01%
137ISHARES S&P 500 GROWTH ETF464287309470$42,7830.01%
138NIKE INC CL BNKE765$42,4010.01%
139ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1061,107$41,8070.01%
140PACCAR INC COMPCAR439$39,3250.01%
141CHENIERE ENERGY PARTNERS LP COM UNITLNG636$37,9050.01%
142ENTERPRISE PRODS PARTNERS L P COM2937921071,247$37,7980.01%
143KROGER CO COMKR515$35,5540.01%
144ZIONS BANCORPORATION N A COM989701107805$34,5170.01%
145PHILLIPS EDISON & CO INC COMMON STOCKPECO966$34,2980.01%
146AMERICAN HEALTHCARE REIT INC COM SHSAHR1,088$32,5530.01%
147NOVO-NORDISK A S ADRNONOF480$31,7090.01%
148FINANCIAL SELECT SECTOR SPDR FUND81369Y605656$30,9080.01%
149GENUINE PARTS CO COMGPC266$30,8740.01%
150KEYCORP COM4932671082,195$30,8550.01%
151UNION PAC CORP COMUNP134$29,7220.01%
152RIO TINTO PLC SPONSORED ADRRTNTF519$29,5880.01%
153WILLIAMS SONOMA INC COMWSM202$29,2780.01%
154UNITED AIRLS HLDGS INC COMUNTCW444$29,1660.01%
155VANGUARD SMALL-CAP ETF922908751140$29,1450.01%
156BOEING CO COMBA-PA181$28,8560.01%
157CHUBB LIMITED COMCB100$28,8340.01%
158ADVANCED MICRO DEVICES INC COMAMD305$28,8230.01%
159FS KKR CAP CORP COMFSK1,466$27,6860.01%
160UBER TECHNOLOGIES INC COMUBER366$26,7550.01%
161WASTE MGMT INC DEL COM94106L109112$26,0180.01%
162VANGUARD TOTAL STOCK MARKET ETF92290876996$25,4700.01%
163SCHWAB INTERNATIONAL EQUITY ETF8085248051,295$25,1450.01%
164CROWDSTRIKE HLDGS INC CL ACRWD66$24,9920.01%
165PALANTIR TECHNOLOGIES INC CL APLTR250$23,1550.01%
166ROYAL CARIBBEAN GROUP COMV7780T103120$23,0830.01%
167ISHARES EXPANDED TECH SECTOR ETF464287549254$22,3090.01%
168PAYPAL HLDGS INC COMPYPL339$21,1100.01%
169INVESCO S&P 500 GARP ETFIVZ226$20,9910.01%
170VERIZON COMMUNICATIONS INC COMVZ463$20,5010.01%
171ISHARES MSCI USA MIN VOL FACTOR ETF46429B697223$20,3180.01%
172EMERSON ELEC CO COMEMR199$20,1360.01%
173NEWMONT CORP COMNEMCL358$19,6010.00%
174RIVIAN AUTOMOTIVE INC COM CL ARIVN1,620$19,4890.00%
175WHIRLPOOL CORP COMWHR-PA238$19,0990.00%
176ELI LILLY & CO COMLLY25$18,9720.00%
177FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D879828$18,6040.00%
178UNILEVER PLC SPON ADR NEWUNLYF297$18,4740.00%
179PRUDENTIAL FINL INC COMPUKPF177$17,9750.00%
180JOHNSON CTLS INTL PLC SHSG51502105221$17,3490.00%
181OREILLY AUTOMOTIVE INC COM67103H10712$16,9700.00%
182PAYCHEX INC COMPAYX112$16,7320.00%
183TRAVELERS COMPANIES INC COMTRV63$15,8030.00%
184TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100101$15,7400.00%
185VANGUARD DIVIDEND APPRECIATION ETF92190884481$15,2160.00%
186OMEGA HEALTHCARE INVS INC COM681936100397$15,1230.00%
187TJX COS INC NEW COM872540109114$14,8880.00%
188SPDR GOLD SHARESGLD50$14,8120.00%
189LEIDOS HOLDINGS INC COMLDOS103$14,6900.00%
190LUCID GROUP INC COMLCID5,670$14,3450.00%
191WELLS FARGO CO NEW COM949746101224$14,1160.00%
192ISHARES CORE S&P MID-CAP ETF464287507255$14,0610.00%
193FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X102425$13,3760.00%
194CENCORA INC COMCOR46$13,0770.00%
195REALTY INCOME CORP COMO228$12,8410.00%
196ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ718$12,8000.00%
197CONOCOPHILLIPS COMCOP146$12,5850.00%
198SEMPRA COMSREA180$12,5510.00%
199CAPITAL ONE FINL CORP COM14040H10577$12,5030.00%
200PACER US EXPORT LEADERS ETF69374H402290$12,3470.00%
201NORDSTROM INC COM655664100510$12,2600.00%
202GRAYSCALE BITCOIN TRUST ETFGBTC182$12,2160.00%
203TOLL BROTHERS INC COMTOL129$12,1620.00%
204DANAHER CORPORATION COM23585110262$11,9760.00%
205BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,691$11,8920.00%
206JACOBS SOLUTIONS INC COMJ100$11,8120.00%
207BOSTON BEER INC CL ASAM48$11,7330.00%
208PROLOGIS INC. COMPLDGP118$11,6050.00%
209ENBRIDGE INC COMENNPF260$11,4450.00%
210VANGUARD FTSE DEVELOPED MARKETS ETF921943858228$11,3980.00%
211DAVIS SELECT U.S. EQUITY ETF23908L207276$11,2660.00%
212MONDELEZ INTL INC CL A609207105165$11,2450.00%
213VULCAN MATLS CO COM92916010946$11,2000.00%
214VANGUARD S&P 500 ETF92290836322$11,1370.00%
215SPDR S&P 400 MID CAP GROWTH ETF78464A821145$11,0740.00%
216INTEL CORP COMINTC540$10,9700.00%
217FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K109112$10,8580.00%
218UNUM GROUP COMUNMA139$10,6540.00%
219HYATT HOTELS CORP COM CL AH98$10,6480.00%
220LUMENTUM HLDGS INC COMLITE200$10,4720.00%
221ISHARES SILVER TRUSTSLV350$10,2830.00%
222STRYKER CORPORATION COMSYK29$10,2760.00%
223FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO1,550$10,1810.00%
224HERSHEY CO COMHSY58$9,8500.00%
225INVESCO S&P 500 QUALITY ETFIVZ151$9,6770.00%
226BECTON DICKINSON & CO COMBDX47$9,6680.00%
227MFA FINL INC COM55272X6071,105$9,5280.00%
228FIRST TRUST MID CAP CORE ALPHADEX FUND33735B10894$9,5150.00%
229SKYX PLATFORMS CORP COMSKYX10,000$9,4950.00%
230FREEPORT-MCMORAN INC CL BFCX280$9,4620.00%
231TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80347$9,4240.00%
232SIRIUSXM HOLDINGS INC COMMON STOCK829933100447$9,2520.00%
233FIRST TRUST SMALL CAP CORE ALPHADEX FUND33734Y109110$9,2470.00%
234WALGREENS BOOTS ALLIANCE INC COM931427108835$9,1060.00%
235FORD MTR CO COM345370860923$8,9580.00%
236KEURIG DR PEPPER INC COMKDP248$8,8710.00%
237CORNING INC COMGLW213$8,8630.00%
238PFIZER INC COMPFE398$8,8010.00%
239SPDR S&P 600 SMALL CAP VALUE ETF78464A300124$8,7810.00%
240KLA CORP COM NEWKLAC13$8,7310.00%
241NXP SEMICONDUCTORS N V COMNXPI50$8,5270.00%
242COMPANHIA DE SANEAMENTO BASICO SPONSORED ADRSBS427$7,9250.00%
243BATH & BODY WORKS INC COMBBWI272$7,7940.00%
244BP PLC SPONSORED ADRBPPFF283$7,6090.00%
245ARCH CAP GROUP LTD ORDG0450A10579$7,3370.00%
246INTUIT COMINTU12$7,1760.00%
247METLIFE INC COMMET-PF98$7,1730.00%
248AMERICAN WTR WKS CO INC NEW COM03042010348$7,1440.00%
249BRISTOL-MYERS SQUIBB CO COMCELG-RI136$6,9990.00%
250HCA HEALTHCARE INC COMHCA20$6,9120.00%
251EQT CORP COMEQT138$6,8960.00%
252SYNCHRONY FINANCIAL COMSYF-PB146$6,8650.00%
253FIRST TRUST US EQUITY OPPORTUNITIES ETF33692010363$6,8410.00%
254MACKENZIE RLTY CAP INC COM55453W1055,291$6,7200.00%
255AVALONBAY CMNTYS INC COMAWX33$6,6820.00%
256VERISK ANALYTICS INC COMVRSK22$6,5020.00%
257CINTAS CORP COMCTAS31$6,4980.00%
258GENERAL MTRS CO COM37045V100144$6,4780.00%
259VERTEX PHARMACEUTICALS INC COMVRTX13$6,4460.00%
260KINDER MORGAN INC DEL COMEP-PC238$6,3860.00%
261COLGATE PALMOLIVE CO COMCL67$6,3640.00%
262APOLLO GLOBAL MGMT INC COM03769M10650$6,2760.00%
263INVESCO BUYBACK ACHIEVERS ETFIVZ59$6,2510.00%
264SAP SE SPON ADRSAPGF24$6,2290.00%
265CANADIAN PACIFIC KANSAS CITY COMCP84$6,2100.00%
266BROADRIDGE FINL SOLUTIONS INC COM11133T10326$6,1720.00%
267PALO ALTO NETWORKS INC COMPANW36$6,1190.00%
2683M CO COMMMM44$6,0240.00%
269UNITED THERAPEUTICS CORP DEL COMUTHR21$5,9710.00%
270HALEON PLC SPON ADSHLNCF589$5,9550.00%
271UNITED PARCEL SERVICE INC CL BUPS60$5,8930.00%
272SPDR S&P 600 SMALL CAP GROWTH ETF78464A20175$5,8420.00%
273RH COMRH35$5,7320.00%
274ESSEX PPTY TR INC COM29717810521$5,7260.00%
275ISHARES MSCI BIC ETF464286657150$5,6860.00%
276VICTORY CAP HLDGS INC COM CL A92645B103102$5,6610.00%
277S&P GLOBAL INC COMSPGI12$5,6590.00%
278HALLIBURTON CO COMHAL265$5,6370.00%
279NASDAQ INC COMNDAQ77$5,6220.00%
280MEDTRONIC PLC SHSMDT66$5,5590.00%
281MCKESSON CORP COMMCK8$5,5520.00%
282MOTOROLA SOLUTIONS INC COM NEWMSI13$5,5440.00%
283VANGUARD FTSE EMERGING MARKETS ETF922042858123$5,3560.00%
284CARNIVAL CORP PAIRED CTFCUKPF300$5,3460.00%
285GILEAD SCIENCES INC COMGILD50$5,3390.00%
286GENERAL MLS INC COM37033410490$5,3320.00%
287HEWLETT PACKARD ENTERPRISE CO COMHPE-PC367$5,2350.00%
288PULTE GROUP INC COM74586710154$5,1920.00%
289PROSHARES SHORT S&P50074349Y753114$5,1820.00%
290CION INVT CORP COM17259U204567$5,1390.00%
291OLD DOMINION FREIGHT LINE INC COMODFL33$5,1190.00%
292SCHWAB US DIVIDEND EQUITY ETF808524797197$5,0430.00%
293GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC77$4,9360.00%
294ISHARES CORE S&P SMALL CAP ETF46428780450$4,8230.00%
295BUILDERS FIRSTSOURCE INC COMBLDR40$4,7800.00%
296EOG RES INC COMEOG44$4,7360.00%
297ASML HOLDING N V N Y REGISTRY SHSASMLF7$4,7100.00%
298BLOCK INC CL ABSQKZ85$4,6460.00%
299CHECK POINT SOFTWARE TECH LTD ORDM2246510421$4,6220.00%
300SNAP ON INC COMSNA13$4,5230.00%
301SCHLUMBERGER LTD COM STKSLB131$4,4330.00%
302CVS HEALTH CORP COMCVS64$4,4140.00%
303MPLX LP COM UNIT REP LTDMPLXP89$4,3930.00%
304SOLVENTUM CORP COM SHSSOLV64$4,3390.00%
305DIAGEO PLC SPON ADR NEWDGEAF39$4,3130.00%
306VICTORIAS SECRET AND CO COMMON STOCK926400102259$4,2170.00%
307DTE ENERGY CO COMDTK31$4,1660.00%
308ECOLAB INC COMECL17$4,0680.00%
309ELECTROCORE INC COM NEWECOR666$3,9160.00%
310V F CORP COMVFC329$3,7130.00%
311THERMO FISHER SCIENTIFIC INC COMTMO8$3,5950.00%
312DOMINION ENERGY INC COMD66$3,5790.00%
313MARVELL TECHNOLOGY INC COMMRVL66$3,4560.00%
314DRAFTKINGS INC NEW COM CL ADKNG100$3,4230.00%
315AUTOMATIC DATA PROCESSING INC COMADP11$3,4070.00%
316TOTALENERGIES SE SPONSORED ADSTTE60$3,4050.00%
317INVESCO S&P 500 EQUAL WEIGHT ETFIVZ21$3,3770.00%
318SYNOPSYS INC COMSNPS8$3,3760.00%
319INTERCONTINENTAL EXCHANGE INC COM45866F10421$3,3660.00%
320PROGRESSIVE CORP COM74331510312$3,3450.00%
321NORFOLK SOUTHN CORP COM65584410815$3,3390.00%
322HP INC COMHPQ135$3,2360.00%
323SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B83363510590$3,2210.00%
324PUBLIC STORAGE OPER CO COMPSA-PS11$3,1760.00%
325US BANCORP DEL COM NEWUSB-PS83$3,1630.00%
326EATON VANCE TX ADV GLBL DIV FD COMETN179$3,1590.00%
327EBAY INC. COMEBAY47$3,1100.00%
328RIGETTI COMPUTING INC COMMON STOCKRGTIW350$3,1010.00%
329AMERICAN INTL GROUP INC COM NEW02687478438$3,0970.00%
330MICRON TECHNOLOGY INC COMMU43$3,0240.00%
331PNC FINL SVCS GROUP INC COM69347510519$2,9750.00%
332BAKER HUGHES COMPANY CL ABKR78$2,9640.00%
333ZIM INTEGRATED SHIPPING SERV SHSZIM205$2,9150.00%
334APPLIED MATLS INC COM03822210520$2,8910.00%
335REGENERON PHARMACEUTICALS COMREGN5$2,8590.00%
336KYNDRYL HLDGS INC COMMON STOCKKD93$2,7760.00%
337ENERGY SELECT SECTOR SPDR FUND81369Y50634$2,6920.00%
338T-MOBILE US INC COMTMUSZ10$2,6850.00%
339CROWN HLDGS INC COMCCK31$2,6670.00%
340TYSON FOODS INC CL ATSN43$2,6470.00%
341PPG INDS INC COM69350610726$2,6380.00%
342SMITH & NEPHEW PLC SPDN ADR NEWSNNUF100$2,6050.00%
343SCIENCE APPLICATIONS INTL CORP COM80862510722$2,5900.00%
344ON HLDG AG NAMEN AKT AH5919C10460$2,5900.00%
345LANDSTAR SYS INC COMLSTR18$2,5640.00%
346IONQ INC COMIONQ-WT100$2,5350.00%
347FIRST HORIZON CORPORATION COMFHN-PH143$2,4720.00%
348EDISON INTL COM28102010743$2,4400.00%
349ALEXANDRIA REAL ESTATE EQ INC COM01527110930$2,4230.00%
350MARRIOTT VACATIONS WORLDWIDE C COMVAC45$2,4110.00%
351INVESCO VALUE MUN INCOME TR COMIVZ209$2,4110.00%
352UDR INC COMUDR59$2,3980.00%
353SHERWIN WILLIAMS CO COMSHW7$2,3870.00%
354READY CAPITAL CORP COMRC-PE531$2,3740.00%
355BOOZ ALLEN HAMILTON HLDG CORP CL ABAH21$2,3730.00%
356ARISTA NETWORKS INC COM SHSANET32$2,3550.00%
357FOUR CORNERS PPTY TR INC COM35086T10984$2,3210.00%
358TD SYNNEX CORPORATION COMSNX22$2,2970.00%
359SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRDSHG69$2,2390.00%
360TFI INTL INC COM87241L10928$2,2220.00%
361MONOLITHIC PWR SYS INC COM6098391054$2,1700.00%
362SOUTH BOW CORP COMSOBO92$2,1680.00%
363CME GROUP INC COMCME8$2,1630.00%
364WARNER BROS DISCOVERY INC COM SER AWBD269$2,1570.00%
365DOW INC COMDOW73$2,1160.00%
366HAWAIIAN ELEC INDUSTRIES COM419870100208$2,0900.00%
367KRAFT HEINZ CO COMKHC70$2,0810.00%
368FORTIVE CORP COMFTV30$1,9910.00%
369AMENTUM HOLDINGS INC COMAMTM99$1,8320.00%
370ISHARES U.S. TREASURY BOND ETF46429B26776$1,7250.00%
371DYNATRACE INC COM NEWDT39$1,6910.00%
372TEMPLETON EMERGING MKTS FD COM880191101136$1,6670.00%
373INNOVATIVE INDL PPTYS INC COMINHD32$1,6010.00%
374VANGUARD MID-CAP VALUE ETF92290851210$1,5320.00%
375SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85340$1,5110.00%
376FEDERAL RLTY INVT TR NEW SH BEN INT NEW31374510116$1,4760.00%
377PELOTON INTERACTIVE INC CL A COMPTON250$1,4250.00%
378GRAYSCALE BITCOIN MINI TRUST ETF38993020736$1,3570.00%
379ISHARES MSCI INTL VALUE FACTOR ETF46435G40944$1,2810.00%
380HUNTINGTON BANCSHARES INC COMHBANP94$1,2360.00%
381FULGENT GENETICS INC COMFLGT65$1,2320.00%
382XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF23305163046$1,2280.00%
383ISHARES S&P SMALL-CAP 600 VALUE ETF46428787913$1,1720.00%
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385BJS WHSL CLUB HLDGS INC COM05550J1019$1,0790.00%
386DUPONT DE NEMOURS INC COMDD17$1,0250.00%
387CRISPR THERAPEUTICS AG NAMEN AKTCRSP26$1,0090.00%
388TARGET CORP COMTGT10$9920.00%
389CORTEVA INC COMCTVA16$9750.00%
390INNOVIZ TECHNOLOGIES LTD SHSINVZW1,499$9290.00%
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396WRAP TECHNOLOGIES INC COMWRAP399$5910.00%
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399LUMEN TECHNOLOGIES INC COMLUMN142$4910.00%
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401SOUNDHOUND AI INC CLASS A COMSOUNW51$4120.00%
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404LYONDELLBASELL INDUSTRIES N V SHS - A -LYB6$3430.00%
405TELADOC HEALTH INC COMTDOC45$3260.00%
406GLOBAL X COPPER MINERS ETF37954Y8308$2960.00%
407ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2$2280.00%
408SCHWAB U.S. REIT ETF80852484710$2030.00%
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410ENLIGHTIFY INC COM NEWENFY121$1390.00%
411U.S. GLOBAL JETS ETF26922A8427$1320.00%
412VANGUARD SMALL-CAP GROWTH ETF9229085951$1280.00%
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414DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF2330518465$1030.00%
415GLOBAL WTR RES INC COM3794631027$740.00%
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417ISHARES RUSSELL 2000 GROWTH ETF4642876480$470.00%
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419PRICE T ROWE GROUP INC COMTROW0$300.00%
420BALL CORP COMBALL0$220.00%
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422ADVANCED DRAIN SYS INC DEL COM00790R1040$170.00%
423PENTAIR PLC SHSPNR0$170.00%
424CLEAN HARBORS INC COMCLH0$150.00%
425NUTRIEN LTD COMNTR0$110.00%
426WATTS WATER TECHNOLOGIES INC CL AWTS0$110.00%
427ICL GROUP LTD SHSICL2$110.00%
428MUELLER WTR PRODS INC COM SER A6247581080$100.00%
429BADGER METER INC COMBMI0$90.00%
430COMPASS DIVERSIFIED SH BEN INTCODI-PC1$90.00%
431ARIS WATER SOLUTIONS INC CLASS A COM04041L1060$90.00%
432SELECT WATER SOLUTIONS INC CL A COMWTTR1$80.00%
433ZURN ELKAY WATER SOLNS CORP COM98983L1080$80.00%
434TETRA TECH INC NEW COMTTEK0$80.00%
435BAIDU INC SPON ADR REP ABAIDF0$80.00%
436APA CORPORATION COMAPA0$80.00%
437VALMONT INDS INC COM9202531010$80.00%
438ENERGY RECOVERY INC COMERII0$70.00%
439THOMSON REUTERS CORP COMTMSOF0$70.00%
440ISHARES MSCI EUROPE SMALL-CAP ETF4642884970$60.00%
441LINDSAY CORP COMLNN0$60.00%
442INVESCO AEROSPACE & DEFENSE ETFIVZ0$60.00%
443DARLING INGREDIENTS INC COMDAR0$50.00%
444TORO CO COMTORO0$50.00%
445CONSOLIDATED WATER CO INC ORDCWCO0$50.00%
446C3 AI INC CL AAI0$40.00%
447NOMAD FOODS LTD USD ORD SHSNOMD0$40.00%
448NORTHWEST PIPE CO COMNWPX0$40.00%
449WIPRO LTD SPON ADR 1 SHWIT1$30.00%
450AGCO CORP COMAGCO0$30.00%
451CCC INTELLIGENT SOLUTIONS HLD COMCCC0$30.00%
452NICE LTD SPONSORED ADRNCSYF0$30.00%
453AMBARELLA INC SHSAMBA0$30.00%
454UIPATH INC CL APATH0$30.00%
455SYNAPTICS INC COMSYNA0$20.00%
456ALEXANDER & BALDWIN INC NEW COM0144911040$20.00%
457XOMETRY INC CLASS A COMXMTR0$20.00%
458CEVA INC COMCEVA0$20.00%
459SHUTTERSTOCK INC COMSSTK0$10.00%
460NANO DIMENSION LTD SPONSORD ADS NEWNNDM1$10.00%
461PHIBRO ANIMAL HEALTH CORP CL A COMPAHC0$10.00%