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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 Q2 2025 · Filed July 10, 2025 · Accession 0001764970-25-000003

Total Value
$490.7M
Positions
470
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (470)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF46431W648682,461$65.2M13.29%
2INVESCO S&P 500 REVENUE ETFIVZ578,420$60.8M12.38%
3SPDR S&P 500 ETF TRUSTSPY71,606$44.7M9.11%
4INVESCO QQQ TRUST SERIES IIVZ73,592$40.9M8.34%
5SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409320,284$30.7M6.27%
6ISHARES US FINANCIAL SERVICES ETF464287770319,466$27.6M5.62%
7MICROSOFT CORP COMMSFT53,670$27.0M5.51%
8NVIDIA CORPORATION COMNVDA157,477$25.6M5.23%
9VANECK SEMICONDUCTOR ETF92189F67674,706$21.3M4.35%
10COSTCO WHSL CORP NEW COM22160K10520,271$19.9M4.06%
11APPLE INC COMAAPL91,825$19.4M3.95%
12AMAZON COM INC COMAMZN87,098$19.4M3.95%
13ISHARES U.S. INDUSTRIALS ETF464287754132,637$19.2M3.91%
14HEALTH CARE SELECT SECTOR SPDR FUND81369Y209123,039$16.7M3.40%
15SCHWAB CHARLES CORP COMSCHW-PJ32,107$3.0M0.60%
16JPMORGAN CHASE & CO. COMVYLD7,259$2.1M0.42%
17NETFLIX INC COMNFLX1,549$2.0M0.41%
18BROADCOM INC COMAVGO6,779$1.9M0.38%
19VISA INC COM CL AV4,413$1.6M0.32%
20META PLATFORMS INC CL AMETA1,899$1.4M0.28%
21ISHARES S&P MID-CAP 400 GROWTH ETF46428760614,923$1.4M0.28%
22CHEVRON CORP NEW COMCVX8,837$1.4M0.28%
23ALPHABET INC CAP STK CL CGOOG7,381$1.3M0.27%
24SERVICENOW INC COMNOW968$981,2710.20%
25INVESCO S&P SMALLCAP MOMENTUM ETFIVZ14,079$973,0180.20%
26ABBVIE INC COMABBV4,849$924,2620.19%
27WASTE MGMT INC DEL COM94106L1094,052$914,7390.19%
28PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4678,429$866,7030.18%
29BLACKSTONE INC COMBX5,425$860,7950.18%
30AMERICAN EXPRESS CO COMAXP2,438$773,8470.16%
31PROCTER AND GAMBLE CO COM7427181094,731$745,2670.15%
32HOME DEPOT INC COMHD2,001$742,4470.15%
33ALPHABET INC CAP STK CL AGOOG4,118$727,3670.15%
34DEERE & CO COMDE1,387$706,2560.14%
35SALESFORCE INC COMCRM2,574$697,2710.14%
36BLACKROCK INC COMBLK636$692,5920.14%
37MCDONALDS CORP COMMCD2,336$684,4510.14%
38WORKDAY INC CL AWDAY2,722$653,7430.13%
39CATERPILLAR INC COMCAT1,598$642,7090.13%
40CAPITAL ONE FINL CORP COM14040H1052,714$591,8120.12%
41LOCKHEED MARTIN CORP COMLMT1,265$585,8120.12%
42DARDEN RESTAURANTS INC COMDRI2,524$544,8120.11%
43MARRIOTT INTL INC NEW CL A5719032021,884$525,9610.11%
44EXXON MOBIL CORP COMXOM4,480$509,8760.10%
45CISCO SYS INC COMCSCO7,169$496,5830.10%
46GE AEROSPACE COM NEW3696043011,912$478,6530.10%
47FIRST SOLAR INC COMFSLR2,650$439,8740.09%
48QUALCOMM INC COMQCOM2,712$432,1700.09%
49GE VERNOVA INC COMGEV780$417,9100.09%
50NEXTERA ENERGY INC COMNEE-PW5,493$404,5240.08%
51ADOBE INC COMADBE1,078$402,5140.08%
52CHIPOTLE MEXICAN GRILL INC COMCMG6,912$386,6570.08%
53BANK AMERICA CORP COM0605051047,676$359,5320.07%
54UNITEDHEALTH GROUP INC COMUNH1,183$358,3900.07%
55CSX CORP COMCSX10,696$356,5140.07%
56ORACLE CORP COMORCL-PD1,493$352,0050.07%
57GILEAD SCIENCES INC COMGILD3,019$341,9030.07%
58BOSTON SCIENTIFIC CORP COMBSX3,204$329,8840.07%
59SHOPIFY INC CL A SUB VTG SHSSHOP2,777$317,4670.06%
60SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109713$317,0470.06%
61GOLDMAN SACHS GROUP INC COMGSCE450$313,6780.06%
62DUKE ENERGY CORP NEW COM NEWDUKB2,656$311,1510.06%
63TESLA INC COMTSLA1,033$305,6440.06%
64UNIVERSAL DISPLAY CORP COMOLED1,891$297,1950.06%
65HONEYWELL INTL INC COM4385161061,233$294,2440.06%
66INTERNATIONAL BUSINESS MACHS COMINTR1,008$292,3750.06%
67COCA COLA CO COMKO4,017$279,0940.06%
68XCEL ENERGY INC COMXELLL3,918$265,8150.05%
69JOHNSON & JOHNSON COMJNJ1,696$265,0080.05%
70SHELL PLC SPON ADSRYDAF3,614$259,2540.05%
71VALERO ENERGY CORP COMVLO1,645$245,2660.05%
72WILLIAMS COS INC COM9694571004,120$238,3640.05%
73MONTROSE ENVIRONMENTAL GROUP I COMMEG10,000$236,6000.05%
74RTX CORPORATION COMRTX1,587$231,9260.05%
75ELECTRONIC ARTS INC COMEA1,507$230,0170.05%
76SCHWAB U.S. SMALL-CAP ETF8085246078,378$218,8310.04%
77GALLAGHER ARTHUR J & CO COM363576109672$211,8740.04%
78ALTRIA GROUP INC COMMO3,565$205,8940.04%
79PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R5857,554$199,3600.04%
80INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ9,085$193,8840.04%
81ARROW ELECTRS INC COM0427351001,441$191,0330.04%
82PEPSICO INC COMPEP1,387$186,5160.04%
83ZOETIS INC CL AZTS1,160$183,6690.04%
84ISHARES MSCI EAFE ETF4642874652,012$180,7950.04%
85BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A373$178,6330.04%
86DISNEY WALT CO COM2546871061,474$177,7210.04%
87AUTODESK INC COMADSK575$176,6800.04%
88MERCK & CO INC COMMRK2,034$170,2990.03%
89FEDEX CORP COMFDX678$160,3550.03%
90GENUINE PARTS CO COMGPC1,268$158,7940.03%
91OKLO INC COM CL AOKLO2,700$145,6110.03%
92AMERIPRISE FINL INC COM03076C106264$142,2220.03%
93ISHARES CORE S&P 500 ETF464287200222$139,4590.03%
94ABBOTT LABS COMABLZF1,006$133,9730.03%
95AT&T INC COMT-PC4,763$133,8370.03%
96DELTA AIR LINES INC DEL COM NEWDAL2,601$131,8500.03%
97LOWES COS INC COM548661107584$131,6500.03%
98L3HARRIS TECHNOLOGIES INC COMLHX507$131,2200.03%
99ELEVANCE HEALTH INC COMELV359$124,3230.03%
100NOVARTIS AG SPONSORED ADRNVSEF1,000$122,9400.03%
101NORTHROP GRUMMAN CORP COMNOC241$122,3300.02%
102COMCAST CORP NEW CL ACCZ3,401$121,1380.02%
103EATON CORP PLC SHSETN330$118,7270.02%
104AGNICO EAGLE MINES LTD COMAEM1,000$117,6900.02%
105AMGEN INC COMAMGN377$111,6440.02%
106ASTRAZENECA PLC SPONSORED ADRAZN1,541$109,1170.02%
107AFLAC INC COMAFL1,022$104,1480.02%
108MORGAN STANLEY COM NEWMS-PQ723$102,2760.02%
109MADRIGAL PHARMACEUTICALS INC COMMDGL324$99,9830.02%
110IRON MTN INC DEL COM46284V1011,000$99,2500.02%
111VANGUARD GROWTH ETF922908736218$96,2890.02%
112LAM RESEARCH CORP COM NEWLRCX926$92,4580.02%
113ENERGY TRANSFER L P COM UT LTD PTNET-PI5,135$90,5760.02%
114MARSH & MCLENNAN COS INC COM571748102423$90,5170.02%
115LULULEMON ATHLETICA INC COMLULU379$89,4020.02%
116ROYAL BK CDA COM780087102649$85,9470.02%
117ENTERPRISE PRODS PARTNERS L P COM2937921072,678$85,4280.02%
118TRACTOR SUPPLY CO COMTSCO1,454$83,1790.02%
119ENTERGY CORP NEW COMENO1,000$81,4600.02%
120ISHARES 0-3 MONTH TREASURY BOND ETF46436E718807$81,1020.02%
121SCHWAB U.S. LARGE-CAP VALUE ETF8085244092,860$80,1210.02%
122CITIGROUP INC COM NEWC-PR905$77,5970.02%
123SOUTHERN CO COMSOMN838$77,0280.02%
124VANGUARD MID-CAP ETF922908629265$75,0610.02%
125FIDELITY NASDAQ COMPOSITE INDEX ETF315912808905$73,4150.01%
126CLOROX CO DEL COMCLX572$72,0760.01%
127TEXAS INSTRS INC COM882508104332$71,7710.01%
128KROGER CO COMKR1,017$71,4610.01%
129ADVANCED MICRO DEVICES INC COMAMD516$71,4200.01%
130ACCENTURE PLC IRELAND SHS CLASS AACN230$68,4110.01%
131INTERPUBLIC GROUP COS INC COMINTR2,745$67,7840.01%
132CUMMINS INC COMCMI202$67,6470.01%
133SCHWAB U.S. LARGE-CAP GROWTH ETF8085243002,277$67,0330.01%
134ISHARES RUSSELL 2000 ETF464287655296$66,1980.01%
135VANGUARD SMALL-CAP ETF922908751257$62,6960.01%
136MASTERCARD INCORPORATED CL AMA108$61,1990.01%
137MANULIFE FINL CORP COM56501R1062,000$60,9400.01%
138AMERICAN TOWER CORP NEW COM03027X100272$60,3360.01%
139WALMART INC COMWMT622$60,1960.01%
140VANGUARD S&P 500 ETF922908363105$60,1140.01%
141PAYCOM SOFTWARE INC COMPAYC254$59,4710.01%
142TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF485$59,4420.01%
143FLUTTER ENTMT PLC SHSG3643J108200$57,2660.01%
144NIKE INC CL BNKE759$55,8040.01%
145HERCULES CAPITAL INC COMHCXY2,877$53,3940.01%
146SOUTHWEST AIRLS CO COM8447411081,542$53,2520.01%
147ISHARES S&P 500 GROWTH ETF464287309471$52,1940.01%
148AIR PRODS & CHEMS INC COMAIIR177$52,0070.01%
149SIMON PPTY GROUP INC NEW COM828806109314$51,1250.01%
150VANGUARD VALUE ETF922908744284$50,6270.01%
151PALANTIR TECHNOLOGIES INC CL APLTR350$50,0960.01%
152STARBUCKS CORP COMSBUX515$49,0200.01%
153ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G1061,125$46,2550.01%
154ZIONS BANCORPORATION N A COM989701107812$45,1870.01%
155PACCAR INC COMPCAR441$43,4830.01%
156SOUNDHOUND AI INC CLASS A COMSOUNW3,238$41,7640.01%
157BOEING CO COMBA-PA181$41,0520.01%
158KEYCORP COM4932671082,223$41,0380.01%
159ROYAL CARIBBEAN GROUP COMV7780T103121$40,2320.01%
160AMERICAN HEALTHCARE REIT INC COM SHSAHR1,088$39,2120.01%
161ENNIS INC COMEBF2,000$37,0000.01%
162UBER TECHNOLOGIES INC COMUBER382$36,9160.01%
163UNITED AIRLS HLDGS INC COMUNTCW444$35,6000.01%
164ZSCALER INC COMZS112$35,4480.01%
165CHENIERE ENERGY PARTNERS LP COM UNITLNG639$35,0900.01%
166WILLIAMS SONOMA INC COMWSM202$35,0170.01%
167FINANCIAL SELECT SECTOR SPDR FUND81369Y605657$34,4270.01%
168CROWDSTRIKE HLDGS INC CL ACRWD66$33,8920.01%
169PHILLIPS EDISON & CO INC COMMON STOCKPECO975$33,6920.01%
170NOVO-NORDISK A S ADRNONOF480$33,4510.01%
171LINDE PLC SHSLIN70$32,9890.01%
172INSULET CORP COMPODD108$32,1260.01%
173FS KKR CAP CORP COMFSK1,510$32,0790.01%
174SCHWAB US DIVIDEND EQUITY ETF8085247971,135$30,9780.01%
175RIO TINTO PLC SPONSORED ADRRTNTF519$30,4700.01%
176VANGUARD TOTAL STOCK MARKET ETF92290876997$29,7390.01%
177SCHWAB INTERNATIONAL EQUITY ETF8085248051,303$28,9580.01%
178ISHARES EXPANDED TECH SECTOR ETF464287549254$28,8570.01%
179CHUBB LIMITED COMCB100$28,0000.01%
180TARGET CORP COMTGT263$26,8980.01%
181WHIRLPOOL CORP COMWHR-PA243$26,1810.01%
182PAYPAL HLDGS INC COMPYPL347$25,9660.01%
183INVESCO S&P 500 GARP ETFIVZ227$24,7020.01%
184JOHNSON CTLS INTL PLC SHSG51502105221$23,5370.00%
185EMERSON ELEC CO COMEMR168$23,5030.00%
186TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100101$23,4160.00%
187UNION PAC CORP COMUNP95$22,4620.00%
188SNOWFLAKE INC CL ASNOW101$22,4120.00%
189RIVIAN AUTOMOTIVE INC COM CL ARIVN1,620$21,3840.00%
190FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D879846$21,1430.00%
191NEWMONT CORP COMNEMCL359$21,1080.00%
192ISHARES MSCI USA MIN VOL FACTOR ETF46429B697223$20,9020.00%
193VERIZON COMMUNICATIONS INC COMVZ470$20,0260.00%
194ELI LILLY & CO COMLLY25$19,8280.00%
195PRUDENTIAL FINL INC COMPUKPF180$19,1360.00%
196TORM PLC SHS CL ATRMD1,078$18,6820.00%
197WELLS FARGO CO NEW COM949746101225$18,3970.00%
198LUMENTUM HLDGS INC COMLITE200$18,0880.00%
199HEWLETT PACKARD ENTERPRISE CO COMHPE-PC868$18,0500.00%
200UNILEVER PLC SPON ADR NEWUNLYF284$17,2750.00%
201VANGUARD DIVIDEND APPRECIATION ETF92190884482$16,9180.00%
202LEIDOS HOLDINGS INC COMLDOS103$16,7080.00%
203OREILLY AUTOMOTIVE INC COM67103H107180$16,6640.00%
204ISHARES CORE S&P MID-CAP ETF464287507255$16,2560.00%
205HP INC COMHPQ634$16,2460.00%
206GRAYSCALE BITCOIN TRUST ETFGBTC182$16,0310.00%
207TOLL BROTHERS INC COMTOL129$15,7090.00%
208PACER US EXPORT LEADERS ETF69374H402291$15,5910.00%
209FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X102426$15,4350.00%
210INTEL CORP COMINTC640$15,0050.00%
211OMEGA HEALTHCARE INVS INC COM681936100404$14,6910.00%
212ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ744$14,6690.00%
213HYATT HOTELS CORP COM CL AH98$14,3790.00%
214BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,787$14,1020.00%
215CENCORA INC COMCOR46$13,8070.00%
216JACOBS SOLUTIONS INC COMJ100$13,4810.00%
217REALTY INCOME CORP COMO231$13,1340.00%
218LUCID GROUP INC COMLCID5,670$12,9280.00%
219DAVIS SELECT U.S. EQUITY ETF23908L207276$12,9090.00%
220SPDR S&P 400 MID CAP GROWTH ETF78464A821145$12,8860.00%
221FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K109112$12,5200.00%
222DANAHER CORPORATION COM23585110262$12,4760.00%
223CONOCOPHILLIPS COMCOP132$12,4680.00%
224APPLOVIN CORP COM CL AAPP35$12,3460.00%
225TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80347$12,1580.00%
226TWILIO INC CL ATWLO100$12,1490.00%
227KLA CORP COM NEWKLAC13$12,0610.00%
228LANTHEUS HLDGS INC COMLNTH140$11,6890.00%
229NXP SEMICONDUCTORS N V COMNXPI50$11,5210.00%
230FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO1,593$11,5170.00%
231MICRON TECHNOLOGY INC COMMU93$11,3250.00%
232CORNING INC COMGLW213$11,1970.00%
233FIRST TRUST SMALL CAP CORE ALPHADEX FUND33734Y109110$11,0960.00%
234FIRST TRUST MID CAP CORE ALPHADEX FUND33735B10894$11,0960.00%
235MFA FINL INC COM55272X6071,147$11,0870.00%
236UNUM GROUP COMUNMA139$11,0370.00%
237SIRIUSXM HOLDINGS INC COMMON STOCK829933100452$10,9670.00%
238COHEN & STEERS REIT & PFD & IN COM19247X100466$10,5880.00%
239PFIZER INC COMPFE405$10,3460.00%
240PAYCHEX INC COMPAYX71$10,3220.00%
241SYNCHRONY FINANCIAL COMSYF-PB147$10,3020.00%
242SKYX PLATFORMS CORP COMSKYX10,000$10,3000.00%
243TENCENT MUSIC ENTMT GROUP SPON ADSXHLD506$10,2970.00%
244PRINCIPAL REAL ESTATE INCOME F SHS BEN INTPGZ976$10,1990.00%
245CBRE GBL REAL ESTATE INC FD COM12504G1001,931$10,1570.00%
246GLOBAL SELF STORAGE INC COMSELF1,900$10,1080.00%
247WALGREENS BOOTS ALLIANCE INC COM931427108835$9,6650.00%
248C3 AI INC CL AAI350$9,5920.00%
249SPDR S&P 600 SMALL CAP VALUE ETF78464A300115$9,5590.00%
250HERSHEY CO COMHSY58$9,4420.00%
251INTUIT COMINTU12$9,3210.00%
252BOSTON BEER INC CL ASAM48$9,3070.00%
253FREEPORT-MCMORAN INC CL BFCX201$9,1490.00%
254FIRST TRUST US EQUITY OPPORTUNITIES ETF33692010363$9,0630.00%
255BATH & BODY WORKS INC COMBBWI274$9,0280.00%
256NUVEEN REAL ESTATE INCOME FD COMNU1,157$9,0250.00%
257BP PLC SPONSORED ADRBPPFF287$8,9830.00%
258COMPANHIA DE SANEAMENTO BASICO SPONSORED ADRSBS427$8,8000.00%
259CARNIVAL CORP PAIRED CTFCUKPF300$8,6490.00%
260KEURIG DR PEPPER INC COMKDP248$8,3590.00%
261AXCELIS TECHNOLOGIES INC COM NEWACLS107$7,9580.00%
262HCA HEALTHCARE INC COMHCA20$7,6940.00%
263INVESCO BUYBACK ACHIEVERS ETFIVZ60$7,4980.00%
264PALO ALTO NETWORKS INC COMPANW36$7,4180.00%
265RH COMRH35$7,1140.00%
266ARCH CAP GROUP LTD ORDG0450A10579$6,9460.00%
2673M CO COMMMM45$6,9440.00%
268PROLOGIS INC. COMPLDGP63$6,6670.00%
269VICTORY CAP HLDGS INC COM CL A92645B103102$6,6140.00%
270BRISTOL-MYERS SQUIBB CO COMCELG-RI138$6,5780.00%
271RAMBUS INC DEL COMRMBS100$6,4790.00%
272UNITED THERAPEUTICS CORP DEL COMUTHR21$6,3120.00%
273FORD MTR CO COM345370860530$6,2740.00%
274VERTEX PHARMACEUTICALS INC COMVRTX13$6,2270.00%
275PULTE GROUP INC COM74586710155$6,2020.00%
276SPDR S&P 600 SMALL CAP GROWTH ETF78464A20165$5,8970.00%
277HALLIBURTON CO COMHAL267$5,8950.00%
278MEDTRONIC PLC SHSMDT66$5,8740.00%
279BLOCK INC CL ABSQKZ85$5,8660.00%
280MCKESSON CORP COMMCK8$5,8180.00%
281PHREESIA INC COMPHR200$5,7920.00%
282GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC77$5,7910.00%
283CION INVT CORP COM17259U204590$5,6890.00%
284ISHARES CORE S&P SMALL CAP ETF46428780450$5,6480.00%
285UNITED PARCEL SERVICE INC CL BUPS53$5,3860.00%
286BUILDERS FIRSTSOURCE INC COMBLDR40$5,3200.00%
287ELECTROCORE INC COM NEWECOR666$5,3150.00%
288908 DEVICES INC COMMASS750$5,3030.00%
289VICTORIAS SECRET AND CO COMMON STOCK926400102259$5,1770.00%
290STRYKER CORPORATION COMSYK13$5,1520.00%
291JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF46641Q746126$4,8950.00%
292GENERAL MTRS CO COM37045V10093$4,8790.00%
293CHECK POINT SOFTWARE TECH LTD ORDM2246510421$4,8560.00%
294SOLVENTUM CORP COM SHSSOLV64$4,7480.00%
295SCHLUMBERGER LTD COM STKSLB131$4,7370.00%
296RIGETTI COMPUTING INC COMMON STOCKRGTIW350$4,7290.00%
297GENERAL MLS INC COM37033410491$4,6770.00%
298MPLX LP COM UNIT REP LTDMPLXP90$4,5790.00%
299IONQ INC COMIONQ-WT100$4,5560.00%
300ALDEYRA THERAPEUTICS INC COMALDX1,000$4,5200.00%
301PROSHARES SHORT S&P50074349Y753115$4,5190.00%
302SNAP ON INC COMSNA14$4,2990.00%
303CVS HEALTH CORP COMCVS64$4,2920.00%
304DRAFTKINGS INC NEW COM CL ADKNG100$4,2800.00%
305CANADIAN PACIFIC KANSAS CITY COMCP52$4,2320.00%
306V F CORP COMVFC332$4,1360.00%
307ISHARES CORE DIVIDEND GROWTH ETF46434V62163$4,0880.00%
308KYNDRYL HLDGS INC COMMON STOCKKD93$3,9850.00%
309NORFOLK SOUTHN CORP COM65584410815$3,9430.00%
310APPLIED MATLS INC COM03822210520$3,9080.00%
311DOMINION ENERGY INC COMD67$3,8270.00%
312INVESCO S&P 500 EQUAL WEIGHT ETFIVZ21$3,8160.00%
313TOTALENERGIES SE SPONSORED ADSTTE60$3,7540.00%
314KINDER MORGAN INC DEL COMEP-PC133$3,6910.00%
315MARRIOTT VACATIONS WORLDWIDE C COMVAC45$3,6500.00%
316EBAY INC. COMEBAY47$3,6060.00%
317AUTOMATIC DATA PROCESSING INC COMADP11$3,5020.00%
318SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B83363510590$3,4610.00%
319MACKENZIE RLTY CAP INC COM55453W1055,291$3,4510.00%
320SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRDSHG69$3,4070.00%
321ZIM INTEGRATED SHIPPING SERV SHSZIM205$3,2510.00%
322ON HLDG AG NAMEN AKT AH5919C10460$3,2470.00%
323TD SYNNEX CORPORATION COMSNX22$3,1670.00%
324FIRST HORIZON CORPORATION COMFHN-PH144$3,1650.00%
325BAKER HUGHES COMPANY CL ABKR79$3,1020.00%
326WARNER BROS DISCOVERY INC COM SER AWBD269$3,0910.00%
327SMITH & NEPHEW PLC SPDN ADR NEWSNNUF100$3,0690.00%
328MONOLITHIC PWR SYS INC COM6098391054$3,0330.00%
329ENERGY SELECT SECTOR SPDR FUND81369Y50634$2,9940.00%
330MARVELL TECHNOLOGY INC COMMRVL39$2,8330.00%
331REGENERON PHARMACEUTICALS COMREGN5$2,7720.00%
332TFI INTL INC COM87241L10928$2,6170.00%
333LANDSTAR SYS INC COMLSTR18$2,6000.00%
334SCIENCE APPLICATIONS INTL CORP COM80862510722$2,5710.00%
335AMENTUM HOLDINGS INC COMAMTM105$2,5290.00%
336MONDELEZ INTL INC CL A60920710538$2,5160.00%
337INVESCO VALUE MUN INCOME TR COMIVZ213$2,4910.00%
338UDR INC COMUDR59$2,4190.00%
339SOUTH BOW CORP COMSOBO92$2,4110.00%
340INNOVIZ TECHNOLOGIES LTD SHSINVZW1,499$2,3980.00%
341READY CAPITAL CORP COMRC-PE531$2,3950.00%
342TYSON FOODS INC CL ATSN43$2,3900.00%
343T-MOBILE US INC COMTMUSZ10$2,3850.00%
344ALEXANDRIA REAL ESTATE EQ INC COM01527110931$2,3810.00%
345ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY22$2,2840.00%
346BOOZ ALLEN HAMILTON HLDG CORP CL ABAH21$2,2790.00%
347FOUR CORNERS PPTY TR INC COM35086T10985$2,2740.00%
348GIGACLOUD TECHNOLOGY INC CLASS A ORDGCT110$2,2720.00%
349DOW INC COMDOW75$2,2320.00%
350HAWAIIAN ELEC INDUSTRIES COM419870100208$2,2300.00%
351DYNATRACE INC COM NEWDT39$2,1910.00%
352TEMPLETON EMERGING MKTS FD COM880191101138$2,0630.00%
353KRAFT HEINZ CO COMKHC71$1,8760.00%
354INNOVATIVE INDL PPTYS INC COMINHD33$1,8190.00%
355GRAYSCALE BITCOIN MINI TRUST ETF38993020736$1,7850.00%
356ISHARES U.S. TREASURY BOND ETF46429B26776$1,7440.00%
357HUNTINGTON BANCSHARES INC COMHBANP95$1,6520.00%
358PELOTON INTERACTIVE INC CL A COMPTON250$1,6280.00%
359FORTIVE CORP COMFTV30$1,6000.00%
360CRISPR THERAPEUTICS AG NAMEN AKTCRSP26$1,5620.00%
361FEDERAL RLTY INVT TR NEW SH BEN INT NEW31374510116$1,5310.00%
362ISHARES MSCI INTL VALUE FACTOR ETF46435G40945$1,4950.00%
363OWENS CORNING NEW COMOC10$1,4730.00%
364ISHARES S&P SMALL-CAP 600 VALUE ETF46428787913$1,3860.00%
365ARCHER DANIELS MIDLAND CO COMADM25$1,3460.00%
366XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF23305163046$1,3400.00%
367DUPONT DE NEMOURS INC COMDD17$1,2780.00%
368FULGENT GENETICS INC COMFLGT65$1,2730.00%
369CORTEVA INC COMCTVA16$1,2360.00%
370METLIFE INC COMMET-PF13$1,0190.00%
371CLEARWAY ENERGY INC CL ACWEN-A31$9470.00%
372BROOKSTONE VALUE STOCK ETFNTRSO29$9330.00%
373FIDELITY INTERNATIONAL VALUE FACTOR ETF31609271730$8780.00%
374BROOKSTONE OPPORTUNITIES ETFNTRSO26$8130.00%
375BROOKSTONE ACTIVE ETFNTRSO24$7700.00%
376AGILENT TECHNOLOGIES INC COMA6$7350.00%
377ISHARES CORE MSCI EAFE ETF46432F8428$7070.00%
378VANGUARD FTSE EMERGING MARKETS ETF92204285813$6530.00%
379LUMEN TECHNOLOGIES INC COMLUMN142$6410.00%
380TOYOTA MOTOR CORP ADSTOYOF4$6220.00%
381WRAP TECHNOLOGIES INC COMWRAP399$5990.00%
382FIDELITY TOTAL BOND ETF31618830913$5840.00%
383TC ENERGY CORP COMTRPRF11$5120.00%
384RALLIANT CORP COMRAL10$4880.00%
385BUNGE GLOBAL SA COM SHSBG6$4620.00%
386TELADOC HEALTH INC COMTDOC45$3980.00%
387LYONDELLBASELL INDUSTRIES N V SHS - A -LYB6$3910.00%
388GLOBAL X COPPER MINERS ETF37954Y8308$3670.00%
389ORGANON & CO COMMON STOCKOGN35$3490.00%
390LIFEVANTAGE CORP COM NEWLFVN25$3270.00%
391VIVOS THERAPEUTICS INC COM NEWVVOS49$2940.00%
392SCHWAB U.S. REIT ETF80852484710$2110.00%
393U.S. GLOBAL JETS ETF26922A8427$1670.00%
394VANGUARD SMALL-CAP GROWTH ETF9229085951$1520.00%
395ENLIGHTIFY INC COM NEWENFY121$1330.00%
396DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF2330518465$1140.00%
397AVALONBAY CMNTYS INC COMAWX1$1090.00%
398GLOBAL WTR RES INC COM3794631027$770.00%
399ISHARES MORNINGSTAR GROWTH ETF4642871191$700.00%
400PNC FINL SVCS GROUP INC COM6934751050$660.00%
401CME GROUP INC COMCME0$660.00%
402VANGUARD FTSE DEVELOPED MARKETS ETF9219438581$610.00%
403ISHARES RUSSELL 2000 GROWTH ETF4642876480$570.00%
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405SEMPRA COMSREA1$490.00%
406EOG RES INC COMEOG0$480.00%
407US BANCORP DEL COM NEWUSB-PS1$410.00%
408DTE ENERGY CO COMDTK0$370.00%
409GOLDMINING INC COMGLDG50$360.00%
410PRICE T ROWE GROUP INC COMTROW0$350.00%
411INVESCO S&P 500 QUALITY ETFIVZ0$330.00%
412APOLLO GLOBAL MGMT INC COM03769M1060$290.00%
413BALL CORP COMBALL0$270.00%
414TJX COS INC NEW COM8725401090$270.00%
415XYLEM INC COMXYL0$230.00%
416NASDAQ INC COMNDAQ0$220.00%
417PENTAIR PLC SHSPNR0$220.00%
418BROADRIDGE FINL SOLUTIONS INC COM11133T1030$220.00%
419EQT CORP COMEQT0$210.00%
420ADVANCED DRAIN SYS INC DEL COM00790R1040$190.00%
421CLEAN HARBORS INC COMCLH0$170.00%
422WATTS WATER TECHNOLOGIES INC CL AWTS0$150.00%
423EDISON INTL COM2810201070$150.00%
424MOTOROLA SOLUTIONS INC COM NEWMSI0$140.00%
425NUTRIEN LTD COMNTR0$130.00%
426ECOLAB INC COMECL0$130.00%
427ICL GROUP LTD SHSICL2$120.00%
428INTERCONTINENTAL EXCHANGE INC COM45866F1040$120.00%
429BADGER METER INC COMBMI0$120.00%
430ZURN ELKAY WATER SOLNS CORP COM98983L1080$110.00%
431VANGUARD MID-CAP VALUE ETF9229085120$110.00%
432APA CORPORATION COMAPA1$100.00%
433VERISK ANALYTICS INC COMVRSK0$100.00%
434SELECT WATER SOLUTIONS INC CL A COMWTTR1$100.00%
435MUELLER WTR PRODS INC COM SER A6247581080$100.00%
436TETRA TECH INC NEW COMTTEK0$100.00%
437VALMONT INDS INC COM9202531010$90.00%
438ARIS WATER SOLUTIONS INC CLASS A COM04041L1060$90.00%
439CROWN HLDGS INC COMCCK0$90.00%
440BAIDU INC SPON ADR REP ABAIDF0$80.00%
441INVESCO AEROSPACE & DEFENSE ETFIVZ0$80.00%
442THOMSON REUTERS CORP COMTMSOF0$80.00%
443ISHARES MSCI EUROPE SMALL-CAP ETF4642884970$70.00%
444LINDSAY CORP COMLNN0$70.00%
445SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8530$70.00%
446HALEON PLC SPON ADSHLNCF1$60.00%
447TORO CO COMTORO0$60.00%
448CONSOLIDATED WATER CO INC ORDCWCO0$60.00%
449DARLING INGREDIENTS INC COMDAR0$60.00%
450EATON VANCE TX ADV GLBL DIV FD COMETN0$60.00%
451ENERGY RECOVERY INC COMERII0$60.00%
452AMBARELLA INC SHSAMBA0$50.00%
453SHERWIN WILLIAMS CO COMSHW0$50.00%
454NOMAD FOODS LTD USD ORD SHSNOMD0$40.00%
455NWPX INFRASTRUCTURE INC COMNWPX0$40.00%
456UIPATH INC CL APATH0$40.00%
457CCC INTELLIGENT SOLUTIONS HLD COMCCC0$30.00%
458COMPASS DIVERSIFIED SH BEN INTCODI-PC1$30.00%
459XOMETRY INC CLASS A COMXMTR0$30.00%
460WIPRO LTD SPON ADR 1 SHWIT1$30.00%
461AGCO CORP COMAGCO0$30.00%
462NICE LTD SPONSORED ADRNCSYF0$30.00%
463PHIBRO ANIMAL HEALTH CORP CL A COMPAHC0$20.00%
464PROGRESSIVE CORP COM7433151030$20.00%
465ALEXANDER & BALDWIN INC NEW COM0144911040$20.00%
466SUNNOVA ENERGY INTL INC. COM86745K1041,000$20.00%
467CEVA INC COMCEVA0$20.00%
468SYNAPTICS INC COMSYNA0$20.00%
469NANO DIMENSION LTD SPONSORD ADS NEWNNDM1$10.00%
470SHUTTERSTOCK INC COMSSTK0$10.00%