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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

Balboa Wealth Partners

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001951757-25-000993

Total Value
$498.7M
Positions
378
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (378)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA284,999$45.0M9.03%
2TESLA INCTSLA124,541$39.6M7.93%
3MICROSOFT CORPMSFT55,322$27.5M5.52%
4APPLE INCAAPL69,830$14.3M2.87%
5AMAZON COM INCAMZN58,374$12.8M2.57%
6SPDR S&P 500 ETF TRSPY19,493$12.0M2.42%
7ADVANCED MICRO DEVICES INCAMD81,209$11.5M2.31%
8META PLATFORMS INCMETA14,639$10.8M2.17%
9ALPHABET INCGOOG45,427$8.1M1.62%
10BERKSHIRE HATHAWAY INC DELBRK-A16,210$7.9M1.58%
11TAIWAN SEMICONDUCTOR MFG LTD87403910030,472$6.9M1.38%
12PALANTIR TECHNOLOGIES INCPLTR48,494$6.6M1.33%
13COSTCO WHSL CORP NEW22160K1056,664$6.6M1.32%
14VANGUARD INDEX FDS92290876920,248$6.2M1.23%
15INVESCO QQQ TRIVZ10,689$5.9M1.18%
16SPDR GOLD TRGLD19,258$5.9M1.18%
17BERKSHIRE HATHAWAY INC DELBRK-A8$5.8M1.17%
18BROADCOM INCAVGO20,463$5.6M1.13%
19SPDR S&P MIDCAP 400 ETF TRMDY9,159$5.2M1.04%
20ZACKS TRUST98888G105161,628$5.2M1.03%
21VANGUARD INDEX FDS9229083639,069$5.2M1.03%
22APPLOVIN CORPAPP13,815$4.8M0.97%
23ISHARES TR46438G612173,561$4.8M0.96%
24VERTIV HOLDINGS COVRT30,982$4.0M0.80%
25DILLARDS INC2540671019,332$3.9M0.78%
26NETFLIX INCNFLX2,801$3.8M0.75%
27VANGUARD TAX-MANAGED FDS92194385863,237$3.6M0.72%
28STERLING INFRASTRUCTURE INCSTRL14,721$3.4M0.68%
29ALPHABET INCGOOG17,723$3.1M0.63%
30ASML HOLDING N VASMLF3,881$3.1M0.62%
31JPMORGAN CHASE & CO.VYLD10,606$3.1M0.62%
32ISHARES TR46428772116,443$2.8M0.57%
33SPDR SERIES TRUST78468R66330,717$2.8M0.57%
34BOEING COBA-PA13,306$2.8M0.56%
35MASTERCARD INCORPORATEDMA4,718$2.7M0.53%
36ISHARES TR46428758026,599$2.7M0.53%
37ISHARES TR46428771388,699$2.6M0.53%
38ISHARES TR46428778821,678$2.6M0.53%
39MICRON TECHNOLOGY INCMU21,128$2.6M0.52%
40SELECT SECTOR SPDR TR81369Y80310,275$2.6M0.52%
41VANGUARD SCOTTSDALE FDS92206C10240,028$2.4M0.47%
42SSGA ACTIVE TR78470P50790,923$2.3M0.47%
43SELECT SECTOR SPDR TR81369Y50627,626$2.3M0.47%
44ISHARES TR46436E71823,239$2.3M0.47%
45AMERICAN EXPRESS COAXP7,323$2.3M0.47%
46GOLDMAN SACHS GROUP INCGSCE3,112$2.2M0.44%
47VANGUARD INTL EQUITY INDEX F92204285844,509$2.2M0.44%
48SPDR DOW JONES INDL AVERAGE78467X1094,910$2.2M0.43%
49VISA INCV5,920$2.1M0.42%
50VANGUARD INDEX FDS92290874411,873$2.1M0.42%
51GRAYSCALE BITCOIN MINI TR ET38993020743,644$2.1M0.42%
52ISHARES TR46432F84224,793$2.1M0.42%
53INVESCO EXCH TRADED FD TR IIIVZ18,350$2.1M0.41%
54FIRST TR EXCHANGE-TRADED FD33738D87981,588$2.0M0.40%
55ZACKS TRUST98888G20455,414$1.9M0.38%
56ISHARES TR46428722617,882$1.8M0.36%
57ABBVIE INCABBV9,135$1.7M0.34%
58ORACLE CORPORCL-PD7,636$1.7M0.33%
59SSGA ACTIVE TR78470P40829,710$1.6M0.33%
60DIMENSIONAL ETF TRUST25434V60929,190$1.6M0.32%
61AT&T INCT-PC54,387$1.6M0.32%
62RTX CORPORATIONRTX10,250$1.5M0.30%
63APPLIED MATLS INC0382221058,019$1.5M0.29%
64VANGUARD WHITEHALL FDS92194640610,854$1.4M0.29%
65HOME DEPOT INCHD3,833$1.4M0.28%
66ELI LILLY & COLLY1,715$1.3M0.27%
67FIRST TR EXCHNG TRADED FD VI33740F75541,309$1.3M0.26%
68VANGUARD SCOTTSDALE FDS92206C40916,505$1.3M0.26%
69AERCAP HOLDINGS NVAER11,177$1.3M0.26%
70ISHARES TR46428730911,808$1.3M0.26%
71JOHNSON & JOHNSONJNJ8,344$1.3M0.26%
72FIRST TR EXCHANGE-TRADED FD33738D78860,241$1.3M0.25%
73SERVICENOW INCNOW1,220$1.3M0.25%
74UBIQUITI INCUI3,028$1.2M0.25%
75ABBOTT LABSABLZF9,068$1.2M0.25%
76ISHARES TR4642872001,943$1.2M0.24%
77FIRST TR EXCHANGE TRADED FD33738R30851,443$1.2M0.24%
78INTUITIVE SURGICAL INCISRG2,130$1.2M0.23%
79VERIZON COMMUNICATIONS INCVZ26,652$1.2M0.23%
80SPDR SERIES TRUST78464A64944,347$1.1M0.23%
81DUKE ENERGY CORP NEWDUKB9,618$1.1M0.23%
82ISHARES TR46428746512,449$1.1M0.22%
83ISHARES TR4642875985,727$1.1M0.22%
84MERCADOLIBRE INCMELI417$1.1M0.22%
85MARVELL TECHNOLOGY INCMRVL14,065$1.1M0.22%
86EXXON MOBIL CORPXOM10,001$1.1M0.22%
87INTERNATIONAL BUSINESS MACHSINTR3,601$1.1M0.21%
88GLOBAL X FDS37954Y87126,590$1.0M0.21%
89PALO ALTO NETWORKS INCPANW5,033$1.0M0.21%
90PROCTER AND GAMBLE CO7427181096,431$1.0M0.21%
91SCHWAB CHARLES CORPSCHW-PJ11,177$1.0M0.20%
92FIRST TR EXCHANGE-TRADED FD33738D40823,929$1.0M0.20%
93PARKER-HANNIFIN CORPPH1,416$989,0490.20%
94SOUTHERN COSOMN10,759$988,0410.20%
95ARES CAPITAL CORPARCC44,196$970,5450.19%
96CAMECO CORPCCJ12,886$956,5280.19%
97ROBINHOOD MKTS INC77070010210,165$951,7490.19%
98CHENIERE ENERGY INCLNG3,760$915,5580.18%
99PROSHARES TR74347R1079,337$912,4120.18%
100FIRST TR EXCHANGE TRADED FD33738R40746,395$907,4870.18%
101ETFS GOLD TR00326A10428,527$899,7420.18%
102DIMENSIONAL ETF TRUST25434V72421,219$897,1390.18%
103SPDR INDEX SHS FDS78463X50920,363$870,2960.17%
104SPDR SERIES TRUST78464A37525,857$868,2780.17%
105SELECT SECTOR SPDR TR81369Y60516,514$864,8580.17%
106VANGUARD INDEX FDS9229086372,937$837,9260.17%
107MCDONALDS CORPMCD2,853$833,5990.17%
108SPDR SERIES TRUST78464A6313,929$828,8020.17%
109NOVO-NORDISK A SNONOF11,695$807,2120.16%
110PHILIP MORRIS INTL INC7181721094,334$789,4330.16%
111J P MORGAN EXCHANGE TRADED F46641Q33213,828$786,1220.16%
112UNITED PARCEL SERVICE INCUPS7,713$778,5590.16%
113WALMART INCWMT7,908$773,2850.16%
114PIMCO STRATEGIC INCOME FD72200X104109,552$762,4820.15%
115ISHARES TR46434V86014,920$755,6980.15%
116MCKESSON CORPMCK1,026$752,0740.15%
117SCHWAB STRATEGIC TR80852470624,729$745,3320.15%
118QUALCOMM INCQCOM4,678$745,0260.15%
119DIGITAL RLTY TR INC2538681034,272$744,6600.15%
120VANGUARD INDEX FDS9229085382,594$737,7080.15%
121AMERICAN TOWER CORP NEW03027X1003,314$732,4600.15%
122PFIZER INCPFE29,672$719,2570.14%
123ISHARES TR46428723414,775$712,7270.14%
124SOUTHERN MO BANCORP INCSOMN12,830$702,8520.14%
125EATON CORP PLCETN1,909$681,4940.14%
126VANGUARD SCOTTSDALE FDS92206C77114,592$676,1930.14%
127OKLO INCOKLO11,828$662,2500.13%
128GALLAGHER ARTHUR J & CO3635761092,064$660,8800.13%
129FEDERAL AGRIC MTG CORP3131483063,400$660,5520.13%
130FIRST TR EXCH TRADED FD III33739P1039,938$658,6660.13%
131GABELLI UTIL TR36240A101112,445$652,1810.13%
132ISHARES TR46428750710,394$644,6480.13%
133CHEVRON CORP NEWCVX4,471$640,2660.13%
134SOUTHERN COPPER CORPSCCO6,303$637,6750.13%
135CISCO SYS INCCSCO9,150$634,8450.13%
136LOCKHEED MARTIN CORPLMT1,368$633,4770.13%
137ISHARES TR4642876552,848$614,5700.12%
138OCCIDENTAL PETE CORP67459910514,626$614,4240.12%
139SELECT SECTOR SPDR TR81369Y2094,488$604,9120.12%
140VANGUARD INDEX FDS9229087512,506$593,8720.12%
141COCA COLA COKO8,374$592,4400.12%
142DISNEY WALT CO2546871064,720$585,2690.12%
143ADOBE INCADBE1,510$584,0990.12%
144VANGUARD SCOTTSDALE FDS92206C7146,632$565,1510.11%
145ONEOK INC NEWOKE6,772$552,7980.11%
146WELLTOWER INCWELL3,594$552,4340.11%
147FIRST TR EXCHANGE-TRADED FD33739Q70511,190$549,4190.11%
148MAIN STR CAP CORP56035L1049,292$549,1570.11%
149HERCULES CAPITAL INCHCXY29,949$547,4680.11%
150DIMENSIONAL ETF TRUST25434V70815,115$541,7220.11%
151J P MORGAN EXCHANGE TRADED F46641Q83710,633$538,8800.11%
152SCHWAB STRATEGIC TR80852479720,179$534,7300.11%
153CROWDSTRIKE HLDGS INCCRWD1,044$531,7200.11%
154SPDR INDEX SHS FDS78463X88913,069$529,1640.11%
155CORNING INCGLW9,923$521,8400.10%
156VANGUARD INDEX FDS9229087361,169$512,4900.10%
157ISHARES TR4642875232,128$508,0440.10%
158S&P GLOBAL INCSPGI958$504,9920.10%
159FIRST TR EXCHANGE-TRADED FD33735T10932,459$504,4130.10%
160INVESCO EXCHANGE TRADED FD TIVZ9,660$503,2860.10%
161ON SEMICONDUCTOR CORPON9,486$497,1610.10%
162ISHARES TR4642875154,502$492,9690.10%
163CAPITAL GROUP CORE BALANCED14021D10714,723$492,3370.10%
164ARM HOLDINGS PLC0420682053,025$489,2640.10%
165FIRST TR EXCHANGE TRADED FD33734X8466,465$488,6080.10%
166SPDR SERIES TRUST78464A36721,264$479,9280.10%
167CAPITAL GROUP GROWTH ETF14020G10111,750$477,6380.10%
168ISHARES TR46429B6559,353$477,1900.10%
169FIRST TR EXCHANGE TRAD FD VI33740Y10117,080$473,9800.10%
170TRANE TECHNOLOGIES PLCTT1,072$468,9040.09%
171NUSCALE PWR CORPNU11,779$465,9770.09%
172FIRST TR EXCHANGE-TRADED FD33739G10310,059$454,7720.09%
173SSGA ACTIVE ETF TR78467V60810,855$451,4480.09%
174WASTE MGMT INC DEL94106L1091,957$447,9040.09%
175BP PLCBPPFF14,926$446,7220.09%
176J P MORGAN EXCHANGE TRADED F46654Q2038,159$443,8490.09%
177CAPITAL GROUP GLOBAL EQUITY14020R10715,145$442,0830.09%
178SPDR SERIES TRUST78468R51517,633$433,9480.09%
179ISHARES TR4642876141,015$431,1020.09%
180TRAVELERS COMPANIES INCTRV1,607$429,9370.09%
181SPDR SERIES TRUST78468R6224,406$428,5720.09%
182TJX COS INC NEW8725401093,463$427,6260.09%
183SPDR SERIES TRUST78468R8539,965$424,5070.09%
184GENERAL DYNAMICS CORPGD1,453$423,8160.08%
185HUNTINGTON BANCSHARES INCHBANP25,168$421,8120.08%
186CATERPILLAR INCCAT1,085$421,0300.08%
187ENBRIDGE INCENNPF9,287$420,8870.08%
188VANGUARD BD INDEX FDS9219378355,707$420,2060.08%
189VANGUARD INTL EQUITY INDEX F9220427756,112$410,8530.08%
190VANECK ETF TRUST92189H30016,172$409,9480.08%
191VANGUARD WHITEHALL FDS9219467945,071$406,2140.08%
192ARISTA NETWORKS INCANET3,921$401,1580.08%
193EAGLE POINT CREDIT COMPANY IECCW51,984$398,1960.08%
194VANGUARD INDEX FDS9229085122,411$396,5000.08%
195MORGAN STANLEYMS-PQ2,812$396,0980.08%
196ISHARES INC46428631913,809$395,6320.08%
197NORTHROP GRUMMAN CORPNOC788$394,0540.08%
198SIMPSON MFG INC8290731052,491$386,8770.08%
199BANK AMERICA CORP0605051048,133$384,8670.08%
200AMPHENOL CORP NEW0320951013,867$381,8440.08%
201FIRST TR EXCH TRADED FD III33738D82018,504$379,5150.08%
202MERCK & CO INCMRK4,773$377,7920.08%
203JANUS DETROIT STR TR47103U8457,401$375,5810.08%
204TARGET CORPTGT3,779$372,8140.07%
205GOLDMAN SACHS ETF TRNVGLF7,475$372,3300.07%
206GOLDMAN SACHS ETF TRNVGLF7,470$372,1550.07%
207EVERGY INCEVRG5,357$369,2580.07%
208ISHARES TR4642878043,361$367,3240.07%
209FIRST TR EXCHANGE-TRADED FD33733E1044,017$365,0760.07%
210MOODYS CORPMCO724$363,2440.07%
211FIRST TR HIGH YIELD OPPRT 2033741Q10724,211$359,5330.07%
212MUELLER WTR PRODS INC62475810814,941$359,1720.07%
213PEPSICO INCPEP2,701$356,6870.07%
214FIRST TR EXCHANGE-TRADED FD33734H1067,926$354,2810.07%
215SPDR SERIES TRUST78468R86118,503$354,1470.07%
216CONSOLIDATED EDISON INCED3,528$354,0450.07%
217WILLIAMS COS INC9694571005,609$352,3010.07%
218EMERSON ELEC COEMR2,635$351,2820.07%
219SALESFORCE INCCRM1,286$350,6790.07%
220ZACKS TRUST98888G80813,239$350,6630.07%
221ILLINOIS TOOL WKS INC4523081091,418$350,6620.07%
222VANGUARD STAR FDS9219097685,064$349,8600.07%
223SPDR SERIES TRUST78464A6073,608$347,9560.07%
224CITIGROUP INCC-PR3,955$336,6580.07%
225SPDR SERIES TRUST78468R44012,324$335,5830.07%
226NEBIUS GROUP N.V.NBIS6,035$333,9170.07%
227ILLUMINA INCILMN3,495$333,4580.07%
228ISHARES TR4642874403,473$332,5630.07%
229VANECK ETF TRUST92189H7486,273$332,1530.07%
230CAPITAL GRP FIXED INCM ETF T14020Y30012,024$332,1130.07%
231CAPITAL GROUP GBL GROWTH EQT14020X10410,337$330,4770.07%
232BOOKING HOLDINGS INCBKNG57$330,2160.07%
233ISHARES TR4642882572,560$329,2160.07%
234SPDR SERIES TRUST78464A8476,010$326,8240.07%
235CAPITAL GROUP CORE EQUITY ET14020V1088,795$324,8010.07%
236AMERICAN CENTY ETF TR0250728773,551$323,5080.06%
237BLACKSTONE INCBX2,136$319,5210.06%
238CAPITAL GROUP DIVIDEND VALUE14020W1068,041$317,5280.06%
239REAVES UTIL INCOME FD7561581018,761$316,9730.06%
240COMFORT SYS USA INC199908104588$315,2910.06%
241FIRST TR EXCHANGE-TRADED FD33738D3096,865$315,0250.06%
242FIRST TR EXCHANGE-TRADED FD33733E85614,463$313,9920.06%
243THE CIGNA GROUP125523100944$312,0830.06%
244SELECT SECTOR SPDR TR81369Y3083,821$309,3820.06%
245ISHARES TR46435U7136,211$305,5360.06%
246CUMMINS INCCMI931$305,0650.06%
247EA SERIES TRUST02072L44114,985$304,4950.06%
248SPDR SERIES TRUST78464A8054,000$299,5600.06%
249STARBUCKS CORPSBUX3,236$296,5150.06%
250T-MOBILE US INCTMUSZ1,241$295,6810.06%
251VANGUARD INTL EQUITY INDEX F9220427182,193$294,7170.06%
252KINDER MORGAN INC DELEP-PC10,020$294,5770.06%
253SELECT SECTOR SPDR TR81369Y4071,353$293,9590.06%
254CLOUDFLARE INCNET1,500$293,7450.06%
255FIRST TR EXCHANGE-TRADED FD33739Q4084,866$291,3270.06%
256JOHNSON CTLS INTL PLCG515021052,726$287,9170.06%
257SPOTIFY TECHNOLOGY S ASPOT375$287,7530.06%
258CAPITAL GRP FIXED INCM ETF T14020Y10212,661$284,8730.06%
259ISHARES TR4642874323,216$283,8120.06%
260ZSCALER INCZS903$283,4880.06%
261FIRST TR EXCHANGE-TRADED FD33733E3021,050$282,7970.06%
262MID-AMER APT CMNTYS INC59522J1031,901$281,3670.06%
263AMGEN INCAMGN986$275,3520.06%
264GE AEROSPACE3696043011,068$274,7870.06%
265SCHWAB STRATEGIC TR80852420111,218$274,1680.05%
266ULTA BEAUTY INCULTA581$271,8030.05%
267CAPITAL GROUP EQUITY ETF TR14022A10210,102$271,5420.05%
268VANGUARD INDEX FDS922908629968$270,9960.05%
269AUTOMATIC DATA PROCESSING INADP873$269,2700.05%
270NETAPP INCNTAP2,526$269,1650.05%
271BANK NEW YORK MELLON CORP0640581002,951$268,8650.05%
272ISHARES TR4642886878,750$268,4500.05%
273FIRST TR EXCHNG TRADED FD VI33740U7528,078$268,1900.05%
274FIRST TR EXCHANGE-TRADED FD33741X1027,575$267,2460.05%
275CAPITAL GRP FIXED INCM ETF T14020Y50810,047$264,2360.05%
276ALTRIA GROUP INCMO4,488$263,1400.05%
277NEOS ETF TRUST78433H6755,005$260,3100.05%
278DOMINION ENERGY INCD4,594$259,6310.05%
279TEXAS INSTRS INC8825081041,250$259,5250.05%
280ISHARES TR46434V6135,599$258,8420.05%
281TIDAL TRUST III45259A51413,339$257,4430.05%
282ALPS ETF TR00162Q4525,223$255,1960.05%
283APTARGROUP INCATR1,628$254,7370.05%
284UNITEDHEALTH GROUP INCUNH811$252,9040.05%
285ISHARES TR464287622745$252,8220.05%
286FABRINETFN843$248,4150.05%
287FORTINET INCFTNT2,330$246,3280.05%
288JOHN HANCOCK EXCHANGE TRADED47804J8596,389$244,5070.05%
289TRIMBLE INCTRMB3,204$243,4400.05%
290AVEPOINT INCAVPT12,559$242,5140.05%
291ETF SER SOLUTIONS26922B6835,597$241,7340.05%
292SPDR INDEX SHS FDS78463X8716,500$241,6700.05%
293BITWISE BITCOIN ETF TRBITB4,099$240,1600.05%
294COREWEAVE INCCRWV1,472$240,0240.05%
295INVESCO EXCHANGE TRADED FD TIVZ1,315$238,9090.05%
296CAPITAL GROUP DIVIDEND GROWE14021L1097,095$238,6050.05%
297INTUITINTU297$234,2980.05%
298ISHARES TR46429B6972,482$232,9850.05%
299BRINKER INTL INC1096411001,278$230,4620.05%
300VANGUARD INDEX FDS9229086111,173$228,8150.05%
301DIMENSIONAL ETF TRUST25434V8075,331$228,3450.05%
302FIRST TR EXCHANGE TRADED FD33734X1354,058$227,4910.05%
303EXLSERVICE HOLDINGS INCEXLS5,140$225,0810.05%
304SPDR SERIES TRUST78464A39110,511$224,9350.05%
305CDW CORPCDW1,251$223,4160.04%
306L3HARRIS TECHNOLOGIES INCLHX884$221,7500.04%
307CARDINAL HEALTH INCCAH1,317$221,2290.04%
308INVESCO EXCH TRADED FD TR IIIVZ3,000$218,4600.04%
309ENTERPRISE PRODS PARTNERS L2937921077,043$218,4030.04%
310ISHARES TR4642874081,116$218,0910.04%
311EXCHANGE TRADED CONCEPTS TRU30150562410,980$216,5260.04%
312BOSTON SCIENTIFIC CORPBSX2,015$216,4310.04%
313IRON MTN INC DEL46284V1012,106$215,9670.04%
314FIRST TR EXCH TRADED FD III33739E10811,966$212,9860.04%
315REPUBLIC SVCS INC760759100846$208,7460.04%
316CINTAS CORPCTAS933$207,9380.04%
317MEDTRONIC PLCMDT2,383$207,6980.04%
318ALBEMARLE CORPALB-PA3,287$205,9960.04%
319SUN CMNTYS INC8666741041,617$204,5340.04%
320ARLO TECHNOLOGIES INCARLO12,029$204,0120.04%
3213M COMMM1,330$202,4910.04%
322UBER TECHNOLOGIES INCUBER2,165$201,9950.04%
323ACCENTURE PLC IRELANDACN674$201,3620.04%
324FIRST TR EXCHANGE TRADED FD33734X1921,652$200,9890.04%
325RITHM CAPITAL CORPRITM-PF17,768$200,6060.04%
326LIGHTBRIDGE CORPLTBR11,903$159,1430.03%
327SPINNAKER ETF SERIES84858T86315,045$156,7690.03%
328URANIUM ENERGY CORPUEC19,850$134,9800.03%
329LITHIUM AMERS CORP NEWLTUM50,073$134,1960.03%
330ARCHER AVIATION INCACHR-WT11,341$123,0500.02%
331LOOP INDS INC54351810471,674$101,7770.02%
332LITHIUM ARGENTINA AGLAR38,105$79,2580.02%
333NICE LTDNCSYF43,000$42,5080.01%
334UBER TECHNOLOGIES INCUBER29,000$41,3550.01%
335CHEFS WHSE INC163086AE126,000$40,8320.01%
336LIVE NATION ENTERTAINMENT INLYV26,000$39,7860.01%
337WESTERN DIGITAL CORPWDC20,000$35,9000.01%
338NUTANIX INCNTNX25,000$35,0630.01%
339LIBERTY MEDIA CORP DELFWONB26,000$34,9000.01%
340MERITAGE HOMES CORPMTH36,000$34,8100.01%
341FLUOR CORPFLR26,000$34,0530.01%
342CLOUDFLARE INCNET29,000$34,0400.01%
343DEXCOM INCDXCM36,000$33,8580.01%
344ON SEMICONDUCTOR CORPON28,000$32,9480.01%
345FORD MTR CO345370CZ133,000$32,5490.01%
346SHIFT4 PMTS INC82452JAB525,000$31,4690.01%
347ADVANCED ENERGY INDS007973AE026,000$31,2670.01%
348BIOMARIN PHARMACEUTICAL INCBMRN33,000$31,0570.01%
349CHEESECAKE FACTORY INCCAKE30,000$31,0510.01%
350LUMENTUM HLDGS INCLITE26,000$30,5140.01%
351VAIL RESORTS INCMTN31,000$30,1620.01%
352INTEGER HLDGS CORPITGR20,000$29,9960.01%
353HALOZYME THERAPEUTICS INCHALO26,000$29,6410.01%
354PATRICK INDS INC703343AG820,000$29,6220.01%
355POST HLDGS INCPOST26,000$29,4460.01%
356HAEMONETICS CORP MASSHAE30,000$29,0020.01%
357AKAMAI TECHNOLOGIES INCAKAM30,000$28,9420.01%
358DROPBOX INCDBX29,000$28,7020.01%
359PG&E CORPPCG-PX26,000$25,7210.01%
360PEBBLEBROOK HOTEL TRPEB-PH26,000$24,5700.00%
361CONMED CORPCNMD26,000$24,5140.00%
362LANTHEUS HLDGS INCLNTH19,000$24,0300.00%
363TETRA TECH INC NEWTTEK20,000$22,3610.00%
364NCL CORP LTD62886HAX919,000$21,0740.00%
365NORTHERN OIL & GAS INCNOG20,000$20,9400.00%
366MGP INGREDIENTS INC NEWMGPI21,000$19,6920.00%
367ALNYLAM PHARMACEUTICALS INCALNY15,000$19,4270.00%
368EXACT SCIENCES CORP30063PAC921,000$19,0740.00%
369MIRUM PHARMACEUTICALS INCMIRM10,000$17,7460.00%
370PROGRESS SOFTWARE CORP743312AD215,000$17,2460.00%
371MKS INC.MKSI16,000$15,6420.00%
372ETSY INCETSY16,000$15,4160.00%
373RIVIAN AUTOMOTIVE INCRIVN15,000$15,2420.00%
374IONIS PHARMACEUTICALS INCIONS15,000$15,0590.00%
375AMPHASTAR PHARMACEUTICALS INAMPH15,000$13,0220.00%
376IMMUNIC INCIMUX12,000$8,3700.00%
377HARVARD BIOSCIENCE INCHBIO11,750$5,2150.00%
378TPI COMPOSITES INCTPICQ30,000$2,6270.00%