Follow-The-Filings

Cross-manager

Summary

Quarter-aligned featured master book: the same report period across the set, then the prior quarter.

133 of 137 filed constant set 131 2023 Q3 → 2023 Q4 dollar-sum holdings as of 31 Dec 2023 as of 13 Sep

grid activity managers

sectors · dollar-sum · 133 of 137 filed · constant set 131

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Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

2 new in 2023 Q4 — excluded from Δ: Mala Gaonkar - Surgocap Partners · Estuary Capital Management.

sector 2023 Q3 2023 Q4 Δ $ 2023 Q4
Communication Services 8.5% 7.9% −0.57% $104.4B
Consumer Discretionary 9.1% 9.0% −0.12% $118.5B
Consumer Staples 5.4% 5.2% −0.20% $68.2B
Energy 6.8% 5.8% −0.98% $77B
Financials 19.7% 20.7% +0.98% $272.9B
Health Care 9.4% 9.5% +0.05% $125.2B
Industrials 9.0% 9.0% −0.02% $118.4B
Information Technology 28.8% 29.4% +0.54% $388.3B
Materials 1.3% 1.4% +0.12% $18.6B
Real Estate 1.4% 1.6% +0.18% $20.9B
Utilities 0.65% 0.68% +0.03% $9B

names · 300 shown · 133 of 137 filed · dollar-sum

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Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Dollars across the constant set.

Unfiltered cap 300. Open a sector to see the rest.

ticker issuer owners eq usd Δ new add reduce exit
MSFT Microsoft Corp.
60
2.8% 3.6% +0.37% 2 13 40 2
META Meta Platforms Inc.
46
1.9% 1.8% +0.01% 2 12 29 2
AMZN Amazon Com Inc.
44
1.8% 1.6% +0.09% 2 13 24 3
GOOG Alphabet, Inc.
46
1.7% 1.7% −0.16% 1 7 29 2
BRK.A Berkshire Hathaway Inc. Cl A
23
1.5% 0.31% −0.03% 1 1 8 0
GOOGL Alphabet Inc.
48
1.4% 1.0% −0.16% 4 13 22 9
BRK.B Berkshire Hathaway Inc. Del
31
1.4% 0.88% −0.15% 0 8 15 1
AAPL Apple Inc.
24
1.3% 13.6% +0.20% 1 7 12 3
V Visa Inc.
32
1.0% 1.2% −0.04% 0 10 17 1
CVNA Carvana Co.
5
0.91% 0.07% +0.01% 0 1 1 0
MA Mastercard Incorporated
29
0.76% 0.75% −0.06% 1 7 15 1
CRM Salesforce Inc.
19
0.70% 0.54% +0.07% 1 3 11 2
JOE St Joe Co.
2
0.67% 0.10% +0.00% 0 0 2 0
DIS The Walt Disney Company
22
0.62% 0.39% +0.04% 1 7 12 2
NVDA Nvidia Corporation
18
0.57% 0.35% −0.05% 1 2 14 3
MCO Moodys Corp.
18
0.57% 1.3% +0.18% 1 4 7 1
CPNG Coupang Inc.
10
0.56% 0.20% −0.01% 0 5 3 1
TDG Transdigm Group Inc.
6
0.54% 0.16% −0.02% 0 1 3 2
UBER Uber Technologies Inc.
19
0.52% 0.20% +0.00% 1 3 14 1
JPM Jpmorgan Chase & Co.
20
0.51% 0.31% +0.02% 1 5 10 1
BAC Bank Amer Corp.
22
0.50% 2.9% +0.31% 2 9 8 2
CHTR Charter Communications, Inc.
16
0.50% 0.62% −0.16% 2 7 6 0
LAD Lithia Mtrs Inc.
9
0.49% 0.16% +0.01% 0 3 3 0
TSM Taiwan Semiconductor Mfg Ltd
26
0.48% 0.59% +0.04% 3 8 12 0
INTU Intuit
16
0.47% 0.31% −0.00% 1 2 10 2
GE General Electric Co.
19
0.47% 0.78% −0.04% 2 4 9 1
IEP Icahn Enterprises LP
1
0.44% 0.45% −0.09% 0 1 0 0
KKR Kkr & Co. Inc.
12
0.44% 0.38% −0.01% 1 0 8 3
UNH Unitedhealth Group Inc.
27
0.44% 0.67% −0.14% 0 5 19 2
HOOD Robinhood Markets Inc.
2
0.43% 0.05% +0.01% 0 1 0 0
CP Canadian Pacific Kansas City
10
0.42% 0.52% −0.02% 2 4 3 1
AMD Advanced Micro Devices Inc.
13
0.42% 0.24% +0.09% 3 5 5 0
AMR Alpha Metallurgical Resour I
1
0.41% <0.01% +0.00% 0 0 1 0
PGR Progressive Corp.
12
0.40% 0.11% +0.04% 0 4 4 0
KMX Carmax Inc.
13
0.40% 0.08% −0.01% 0 6 5 0
ELV Elevance Health Inc.
15
0.40% 0.37% −0.02% 1 6 6 2
FICO Fair Isaac Corp.
5
0.37% 0.16% +0.01% 0 1 4 1
COF Capital One Financial Corp.
12
0.37% 0.76% +0.11% 0 3 7 0
WIX Wix Com Ltd
7
0.36% 0.05% +0.00% 0 1 6 0
BN Brookfield Corp.
10
0.36% 0.13% +0.03% 0 3 5 1
TPL Texas Pacific Land Corp.
2
0.35% 0.15% −0.05% 0 0 2 0
FISV Fiserv, Inc.
16
0.35% 0.60% +0.00% 0 6 10 1
SPGI S&P Global Inc.
14
0.35% 0.44% +0.03% 1 1 7 2
IAC Iac Inc.
7
0.34% 0.05% −0.00% 0 2 4 1
DHR Danaher Corporation
21
0.34% 0.23% −0.04% 1 10 6 2
SNX Td Synnex Corporation
4
0.34% 0.04% +0.00% 0 3 1 0
SNOW Snowflake Inc.
5
0.33% 0.28% −0.00% 0 1 2 1
C Citigroup Inc.
13
0.33% 0.45% +0.07% 1 6 4 0
MU Micron Technology Inc.
10
0.32% 0.18% +0.02% 1 1 6 2
MKL Markel Corp.
10
0.32% 0.06% −0.02% 0 4 6 2
SCHW The Charles Schwab Corp.
15
0.32% 0.68% +0.12% 1 6 6 0
BKNG Booking Holdings, Inc.
13
0.32% 0.44% −0.01% 0 5 8 2
AMAT Applied Materials, Inc.
11
0.31% 0.15% −0.00% 1 2 7 1
WFC Wells Fargo & Co.
19
0.31% 0.80% +0.06% 0 1 15 1
FIS Fidelity National Information Services, Inc.
14
0.31% 0.25% +0.02% 3 6 4 1
STLA Stellantis N.v
5
0.30% 0.02% +0.00% 1 0 1 0
CACC Credit Accep Corp. Mich
6
0.30% 0.05% +0.00% 1 1 4 0
OXY Occidental Pete Corp.
7
0.30% 1.4% −0.22% 1 3 2 2
USFD US Foods Hldg Corp.
4
0.29% 0.06% −0.01% 0 0 4 0
CNI Canadian Natl Ry Co.
5
0.29% 0.90% +0.04% 0 3 1 0
HLT Hilton Worldwide Hldgs Inc.
5
0.28% 0.17% −0.00% 0 2 3 2
ALLY Ally Finl Inc.
5
0.28% 0.14% +0.02% 1 0 2 0
BBWI Bath & Body Works Inc.
7
0.27% 0.10% +0.02% 0 3 3 2
AXP American Express Co.
15
0.27% 2.2% +0.29% 0 1 7 0
IBKR Interactive Brokers Group In
6
0.27% 0.04% −0.00% 0 3 2 0
XYZ Block Inc.
11
0.27% 0.16% −0.00% 3 4 4 3
SE Sea Ltd
5
0.27% 0.07% −0.00% 1 3 1 1
VRT Vertiv Holdings Co.
10
0.26% 0.10% +0.02% 1 3 5 1
IFF International Flavors & Fragrances, Inc.
12
0.26% 0.17% +0.07% 1 2 5 1
PDD Pdd Holdings Inc.
11
0.26% 0.10% +0.02% 2 3 5 2
UNP Union Pac Corp.
12
0.25% 0.15% −0.01% 0 4 6 2
HGV Hilton Grand Vacations Inc.
2
0.25% 0.02% −0.00% 0 0 1 0
NU Nu Hldgs Ltd
12
0.25% 0.18% +0.01% 1 4 5 0
CI The Cigna Group
9
0.25% 0.56% −0.03% 1 3 4 3
APO Apollo Global Mgmt Inc.
7
0.25% 0.14% −0.02% 1 1 1 1
ICE Intercontinental Exchange In
9
0.24% 0.28% −0.00% 0 1 8 0
EXPE Expedia Group Inc.
7
0.24% 0.10% +0.07% 2 1 3 1
PM Philip Morris International
14
0.24% 0.34% +0.02% 1 3 7 0
AVGO Broadcom Inc.
11
0.24% 0.13% +0.03% 3 1 6 3
HCA Hca Healthcare Inc.
12
0.24% 0.40% +0.02% 2 6 3 3
THC Tenet Healthcare Corp.
8
0.23% 0.06% +0.00% 0 4 3 1
CMCSA Comcast Corp.
19
0.22% 0.46% −0.05% 0 4 11 0
BHC Bausch Health Companies Inc.
5
0.22% 0.04% −0.00% 0 0 0 1
ADI Analog Devices Inc.
12
0.22% 0.20% +0.01% 1 5 5 0
GRBK Green Brick Partners Inc.
2
0.22% 0.04% +0.00% 0 0 1 0
PEP Pepsico Inc.
15
0.22% 0.27% −0.03% 0 4 7 1
COST Costco Wholesale Corp.
9
0.22% <0.01% +0.00% 0 6 1 0
TMO Thermo Fisher Scientific Inc.
16
0.21% 0.32% −0.03% 2 5 7 3
EQH Equitable Hldgs Inc.
4
0.21% 0.08% +0.00% 1 0 2 0
CBRE Cbre Group Inc.
13
0.21% 0.26% +0.04% 0 6 5 1
AVB Avalonbay Cmntys Inc.
4
0.21% <0.01% +0.00% 2 1 1 0
PYPL Paypal Hldgs Inc.
8
0.21% 0.12% −0.03% 0 3 4 3
TSLA Tesla Inc.
9
0.20% 0.47% −0.04% 1 4 2 1
FLEX Flex Ltd
7
0.20% 0.05% +0.01% 1 2 3 0
BIIB Biogen Inc.
6
0.20% 0.01% −0.00% 1 1 2 1
LRCX Lam Research Corp.
9
0.20% 0.08% +0.01% 0 2 5 0
WDAY Workday Inc.
10
0.20% 0.27% −0.02% 0 1 9 0
INTC Intel Corp.
12
0.20% 0.06% +0.01% 3 0 9 3
UTHR United Therapeutics Corp. Del
5
0.20% 0.02% +0.01% 2 1 2 0
ADBE Adobe Inc.
14
0.20% 0.27% +0.02% 2 3 7 3
CEIXEUR Consol Energy Inc. New
2
0.19% 0.02% −0.01% 0 0 2 0
HCC Warrior Met Coal Inc.
2
0.19% <0.01% +0.00% 1 0 1 0
VEON Veon Ltd
1
0.19% <0.01% +0.01% 1 0 0 0
LOW Lowes Cos Inc.
10
0.19% 0.07% −0.09% 2 4 4 1
MDLZ Mondelez Intl Inc.
7
0.19% 0.09% −0.01% 1 1 3 1
AVAH Aveanna Healthcare Hldgs Inc.
1
0.18% <0.01% +0.00% 0 1 0 0
WTW Willis Towers Watson PLC Ltd
9
0.18% 0.21% −0.02% 1 2 3 1
CDW Cdw Corp.
4
0.18% 0.04% +0.00% 0 0 3 0
HUM Humana Inc.
9
0.18% 0.09% +0.01% 2 3 4 2
SWX Southwest Gas Holdings Inc.
3
0.18% 0.08% +0.01% 1 1 0 0
MDGL Madrigal Pharmaceuticals Inc.
2
0.18% 0.02% +0.01% 0 1 0 0
LBRDA Liberty Broadband Corp.
11
0.18% 0.09% −0.03% 0 1 5 1
JNJ Johnson & Johnson
16
0.18% 0.09% −0.02% 0 3 8 2
W Wayfair Inc.
5
0.17% 0.02% −0.00% 1 0 3 0
PAR Par Technology Corp.
2
0.17% 0.04% −0.00% 0 0 2 0
TRMD Torm PLC
2
0.17% 0.11% −0.00% 0 0 1 0
MGM Mgm Resorts International
6
0.17% 0.07% +0.01% 0 2 2 1
TECK Teck Resources, Ltd.
8
0.17% 0.15% −0.02% 1 3 4 1
Signet Jewelers Signet Jewelers Limited
4
0.17% 0.01% +0.01% 1 2 0 0
FNF Fidelity National Financial
6
0.17% 0.06% +0.01% 0 2 3 0
ET Energy Transfer L P
7
0.17% 0.05% −0.01% 1 1 2 0
CART Maplebear Inc.
7
0.17% 0.07% −0.03% 2 1 1 3
GS The Goldman Sachs Group, Inc.
14
0.17% 0.28% +0.02% 1 0 9 1
CRH Crh PLC (CRH)
8
0.17% 0.10% +0.03% 3 2 2 0
SPY Spdr S&P 500 ETF Tr
18
0.16% 0.05% +0.03% 9 6 1 2
BABA Alibaba Group Holding, Ltd.
20
0.16% 0.26% −0.06% 1 6 9 2
FERG Ferguson PLC New
9
0.16% 0.12% −0.00% 0 4 5 1
MLM Martin Marietta Materials
3
0.16% 0.04% +0.00% 0 0 3 0
NFLX Netflix Inc.
8
0.16% 0.27% −0.03% 1 1 6 1
LBTYK Liberty Global Ltd
4
0.16% 0.07% +0.07% 4 0 0 0
ACN Accenture PLC Ireland
13
0.16% 0.22% −0.01% 1 5 5 0
CSX Csx Corp.
6
0.16% 0.10% −0.04% 0 2 3 0
DASH Doordash Inc.
8
0.15% 0.08% +0.00% 1 2 4 0
FDX Fedex Corp.
13
0.15% 0.31% −0.07% 1 3 7 1
APP Applovin Corp.
3
0.15% 0.02% −0.00% 0 1 0 0
WGO Winnebago Inds Inc.
2
0.15% <0.01% +0.00% 0 0 1 0
SLB Schlumberger Ltd
11
0.15% 0.15% −0.06% 0 2 6 1
Discover Finl Discover Finl Svcs
2
0.15% 0.02% +0.01% 0 1 1 0
UBS Ubs Group AG
8
0.15% 0.29% −0.02% 1 2 4 0
EXEL Exelixis Inc.
4
0.15% 0.05% +0.00% 0 1 2 0
WCC Wesco International, Inc.
7
0.15% 0.02% +0.01% 1 2 4 0
REGN Regeneron Pharmaceuticals, Inc.
8
0.15% 0.16% −0.00% 2 1 4 0
Berry Global Berry Global Group Inc.
4
0.15% 0.02% +0.00% 0 3 1 0
GDDY Godaddy Inc.
3
0.14% 0.06% −0.00% 0 1 2 0
LEN Lennar Corporation - A (LEN)
6
0.14% 0.11% +0.01% 0 2 4 1
ORCL Oracle Corp.
16
0.14% 0.24% −0.04% 2 2 10 1
CVI Cvr Energy Inc.
1
0.14% 0.14% −0.03% 0 0 0 0
QSR Restaurant Brands Intl Inc.
3
0.14% 0.13% +0.01% 0 1 0 0
UHAL.B U-Haul Holding Company Class B
4
0.14% 0.06% +0.01% 0 1 2 0
BK The Bank Of New York Mellon Corp.
13
0.14% 0.38% +0.04% 0 2 10 0
WBD Warner Bros Discovery Inc.
8
0.14% 0.10% +0.00% 0 1 6 1
CMG Chipotle Mexican Grill Inc.
3
0.14% 0.13% −0.00% 1 0 2 0
OMF Onemain Hldgs Inc.
5
0.14% 0.03% +0.01% 0 1 2 0
BMRN Biomarin Pharmaceutical, Inc.
6
0.14% 0.16% +0.02% 2 2 2 0
Pioneer Natural Pioneer Natural Resources
6
0.14% 0.03% −0.01% 0 1 4 2
Insight Enterprises Insight Enterprises Inc.
2
0.14% 0.06% +0.01% 0 0 0 0
PCG PG&E Corp.
4
0.13% 0.08% +0.00% 0 3 1 1
SGI Tempur Sealy Intl Inc.
5
0.13% 0.05% −0.01% 3 0 1 1
MRK Merck & Co. Inc.
15
0.13% 0.02% −0.00% 2 3 7 2
NOW Servicenow Inc.
9
0.13% 0.26% +0.03% 1 1 7 0
AMT American Tower Corp. New
8
0.13% 0.14% +0.03% 0 5 2 1
CSGP Costar Group Inc.
6
0.13% 0.20% +0.01% 0 3 2 0
WM Waste Mgmt Inc. Del
3
0.13% 0.47% +0.03% 1 0 1 0
FAST Fastenal Co.
6
0.13% 0.04% +0.00% 0 1 5 0
LLY Eli Lilly & Co.
14
0.13% 0.10% −0.03% 2 3 8 0
HHH Howard Hughes Holdings Inc.
3
0.13% 0.13% +0.02% 0 1 2 0
WFRD Weatherford International PLC
3
0.13% 0.01% −0.01% 0 1 2 0
USB U.s. Bancorp
11
0.13% 0.13% +0.04% 1 0 8 0
CVS Cvs Health Corp.
13
0.13% 0.22% +0.04% 3 4 4 2
ABG Asbury Automotive Group Inc.
2
0.12% 0.04% −0.00% 0 1 0 0
EVH Evolent Health Inc.
2
0.12% 0.01% +0.00% 0 2 0 0
Burford Cap Burford Cap Ltd
3
0.12% 0.02% +0.00% 0 1 1 0
EMN Eastman Chem Co.
5
0.12% <0.01% +0.00% 1 2 1 1
RBLX Roblox Corp.
5
0.12% 0.08% +0.03% 2 0 1 0
PG Procter And Gamble Co.
13
0.12% 0.19% −0.02% 0 2 7 2
TXN Texas Instrs Inc.
13
0.12% 0.13% +0.00% 0 4 5 0
Rh Rh
10
0.12% 0.05% +0.00% 1 3 4 0
Smartsheet Smartsheet Inc.
2
0.12% 0.01% +0.00% 0 1 1 0
Arch Resources Arch Resources Inc.
1
0.12% <0.01% +0.00% 0 1 0 0
FRPT Freshpet Inc.
1
0.12% 0.02% +0.00% 0 0 1 1
MCK Mckesson Corp.
8
0.12% 0.10% +0.02% 2 2 3 1
GPI Group 1 Automotive Inc.
2
0.12% 0.01% +0.00% 0 1 1 0
AAMI Brightsphere Invt Group Inc.
2
0.12% 0.01% −0.00% 0 0 1 0
EDU New Oriental Ed & Technology
3
0.12% <0.01% −0.00% 1 0 1 1
INSM Insmed Inc.
2
0.12% 0.01% +0.00% 1 0 1 0
GWRE Guidewire Software Inc.
5
0.12% 0.06% +0.02% 2 1 2 0
ROP Roper Technologies Inc.
7
0.12% 0.12% −0.01% 2 0 4 0
RACE Ferrari N V
3
0.12% 0.02% −0.00% 0 1 1 0
VFC Vf Corp.
2
0.12% 0.05% −0.00% 0 2 0 1
MDT Medtronic PLC
9
0.11% 0.24% +0.02% 0 7 2 2
STX Seagate Technology Hldngs Pl
7
0.11% 0.12% −0.01% 2 2 3 1
VYX Ncr Voyix Corporation
3
0.11% 0.01% −0.00% 0 2 0 0
SHAK Shake Shack Inc.
2
0.11% <0.01% +0.00% 0 0 1 0
CMPR Cimpress PLC
2
0.11% 0.01% +0.00% 1 0 0 0
FCNCA First Ctzns Bancshares Inc. N
8
0.11% 0.12% −0.01% 0 6 2 0
Frontier Communicatio… Frontier Communications Pare
1
0.11% 0.02% +0.00% 0 1 0 1
OSCR Oscar Health Inc.
4
0.11% 0.02% +0.01% 0 2 1 0
JHG Janus Henderson Group PLC
2
0.11% 0.07% +0.00% 0 0 1 0
APG Api Group Corp.
2
0.11% 0.10% +0.02% 0 1 1 0
ANET Arista Networks Inc.
4
0.11% <0.01% +0.00% 1 1 2 1
SHOP Shopify Inc.
9
0.11% 0.09% +0.02% 2 2 4 0
GPN Global Pmts Inc.
8
0.11% 0.08% +0.01% 2 4 1 0
PFE Pfizer Inc.
12
0.11% 0.04% −0.01% 1 4 6 1
GTM Zoominfo Technologies Inc.
5
0.11% 0.05% +0.01% 2 2 0 2
TKR Timken Co.
3
0.11% <0.01% −0.00% 0 0 2 0
AER Aercap Holdings NV
6
0.11% 0.04% +0.01% 1 3 2 1
MRCY Mercury Sys Inc.
3
0.11% 0.02% −0.00% 0 2 1 1
TTWO Take-Two Interactive Softwar
8
0.11% 0.10% +0.04% 4 1 3 0
CAH Cardinal Health Inc.
8
0.11% 0.03% −0.00% 1 0 6 0
GIL Gildan Activewear Inc.
3
0.11% 0.03% −0.00% 0 0 2 1
QCOM Qualcomm Inc.
9
0.11% 0.03% +0.00% 1 2 5 0
GM General Mtrs Co.
10
0.11% 0.11% +0.00% 3 5 1 4
FLS Flowserve Corp.
4
0.11% 0.03% −0.00% 0 0 4 0
PRI Primerica Inc.
4
0.10% 0.07% −0.00% 0 2 2 0
DG Dollar Gen Corp. New
4
0.10% 0.01% −0.01% 1 2 1 3
TRMB Trimble Inc.
3
0.10% 0.02% +0.01% 1 1 1 0
JLL Jones Lang Lasalle Inc.
7
0.10% 0.05% +0.01% 0 2 5 0
EFX Equifax Inc.
11
0.10% 0.11% +0.02% 0 4 5 0
IQV Iqvia Hldgs Inc.
6
0.10% 0.24% +0.05% 0 5 1 0
BB Blackberry Ltd
3
0.10% 0.01% −0.01% 0 0 1 0
FOLD Amicus Therapeutics Inc.
2
0.10% 0.01% +0.00% 0 0 1 0
TEX Terex Corp. (TEX)
2
0.10% <0.01% +0.00% 0 2 0 1
RYAAY Ryanair Holdings PLC
5
0.10% 0.08% −0.00% 2 0 3 0
Treehouse Foods Treehouse Foods Inc.
2
0.10% 0.01% −0.00% 1 0 0 0
PVH Pvh Corporation
4
0.10% 0.07% +0.01% 0 0 4 0
EQT Eqt Corp.
5
0.10% 0.03% −0.00% 1 1 2 2
Emeren Emeren Group Ltd
1
0.10% <0.01% +0.00% 1 0 0 0
CLBT Cellebrite Di Ltd
3
0.10% 0.02% −0.00% 0 0 3 0
DE Deere & Co.
9
0.10% 0.18% +0.03% 2 3 3 0
HDB Hdfc Bank Ltd
11
0.10% 0.11% +0.00% 3 4 2 0
CDNS Cadence Design System Inc.
8
0.10% 0.03% −0.02% 2 1 5 0
KW Kennedy-Wilson Holdings Inc.
2
0.10% 0.01% −0.00% 0 0 1 0
DHI D R Horton, Inc. (DHI)
7
0.10% 0.06% −0.04% 3 2 2 1
Confluent Confluent Inc.
5
0.10% 0.04% −0.02% 3 0 2 2
MMC Marsh & Mclennan Company Inc.
9
0.10% 0.07% −0.00% 1 2 5 1
Liberty Media Liberty Media Corp. Del
5
0.10% 0.12% +0.00% 0 0 3 1
DPZ Dominos Pizza Inc.
4
0.10% 0.04% +0.03% 1 2 0 0
MAT Mattel Inc.
4
0.10% 0.04% −0.01% 1 0 3 0
NKE Nike Inc. Cl B
10
0.10% 0.15% +0.02% 1 1 4 2
SYK Stryker Corp.
7
0.10% 0.17% +0.00% 2 0 3 0
CIGI Colliers Intl Group Inc.
6
0.10% 0.03% +0.01% 0 1 2 0
BA Boeing Company
9
0.10% 0.01% +0.01% 4 0 4 0
KOF Coca-Cola Femsa Sab De Cv
5
0.09% 0.06% +0.01% 0 1 3 0
AIG American Intl Group Inc.
6
0.09% 0.15% −0.02% 1 1 4 0
HD Home Depot Inc.
11
0.09% 0.06% +0.00% 0 4 4 2
SSNC SS&C Technologies Hldgs Inc.
8
0.09% 0.12% +0.01% 1 2 4 0
ADSK Autodesk Inc.
7
0.09% 0.13% +0.01% 1 2 4 0
TMUS T-Mobile U.s., Inc.
9
0.09% 0.23% +0.00% 1 0 6 2
URI United Rentals, Inc.
9
0.09% 0.04% −0.01% 1 3 3 1
SHW Sherwin Williams Co.
5
0.09% 0.06% −0.00% 0 2 2 1
LAMR Lamar Advertising Cl A Reit
3
0.09% <0.01% +0.00% 0 2 0 0
GEN Gen Digital Inc.
2
0.09% 0.04% +0.01% 0 0 1 0
J Jacobs Solutions Inc.
5
0.09% 0.05% −0.01% 0 2 2 1
SU Suncor Energy Inc. New
7
0.09% 0.27% −0.05% 0 2 4 0
UPBD Upbound Group Inc.
1
0.09% <0.01% −0.00% 0 0 1 0
VTRS Viatris, Inc.
5
0.09% 0.06% +0.01% 2 0 2 0
Assured Guaranty Assured Guaranty
1
0.09% <0.01% +0.00% 0 0 1 0
PWR Quanta Svcs Inc.
3
0.09% <0.01% +0.00% 1 2 0 0
TEL Te Connectivity, Ltd.
8
0.09% 0.26% +0.01% 0 4 3 0
COIN Coinbase Global Inc.
3
0.09% 0.11% +0.04% 1 0 2 1
HROW Harrow Health Inc.
1
0.09% <0.01% −0.00% 0 1 0 0
BAX Baxter International, Inc.
9
0.09% 0.18% +0.10% 0 5 4 0
KHC Kraft Heinz Co.
8
0.09% 0.89% +0.00% 1 2 3 0
TRU Transunion
4
0.09% 0.07% −0.00% 0 1 2 0
VRSN Verisign Inc.
8
0.09% 0.24% −0.02% 0 2 5 0
GBTC Grayscale Bitcoin Trust Btc
1
0.09% 0.04% +0.01% 0 0 1 1
A Agilent Technologies Inc.
7
0.09% 0.08% +0.03% 2 3 1 0
TKO Tko Group Holdings Inc.
5
0.09% 0.04% −0.01% 1 1 3 1
ORLY Oreilly Automotive Inc.
3
0.09% 0.07% −0.01% 0 1 2 0
GLBE Global E Online Ltd
3
0.09% 0.04% +0.00% 1 2 0 0
Kanzhun Kanzhun Limited
4
0.09% 0.02% −0.00% 0 2 2 1
BMY Bristol-Myers Squibb Co.
9
0.09% 0.09% −0.02% 0 5 2 1
NYCBEUR New York Community
3
0.08% <0.01% −0.00% 0 2 1 0
IWM Ishares Tr
5
0.08% 0.04% +0.03% 2 3 0 0
HRI Herc Hldgs Inc.
4
0.08% <0.01% +0.00% 0 3 0 0
EBAY Ebay Inc.
9
0.08% 0.05% −0.01% 1 2 5 0
Mercury Genl Mercury Genl Corp. New
1
0.08% <0.01% +0.00% 0 1 0 0
FWONK Liberty Media Corp. Del
6
0.08% 0.05% −0.00% 1 1 3 0
LYV Live Nation Entertainment In
8
0.08% 0.06% +0.01% 1 1 5 0
Mdu Res Mdu Res Group Inc.
2
0.08% 0.02% −0.00% 0 0 0 0
BP Bp PLC
6
0.08% <0.01% −0.00% 1 1 4 1
NATL Ncr Atleos Corporation
3
0.08% <0.01% +0.01% 3 0 0 0
EPD Enterprise Prods Partners L
7
0.08% 0.02% −0.00% 0 3 1 2
DDOG Datadog Inc.
7
0.08% 0.05% −0.01% 1 1 4 2
ALKS Alkermes PLC
3
0.08% <0.01% −0.00% 0 1 1 0
ASH Ashland Inc.
3
0.08% <0.01% −0.00% 1 0 1 0
FMX Fomento Economico Mexicano S
4
0.08% 0.10% −0.00% 0 0 4 0
IT Gartner Inc.
7
0.08% 0.21% +0.02% 1 0 5 1
XBI Spdr S&P Biotech ETF
1
0.08% <0.01% −0.00% 0 0 1 1
IVZ Invesco Ltd.
4
0.08% 0.05% +0.00% 1 0 2 1
ILMN Illumina Inc.
9
0.08% 0.04% −0.03% 4 2 2 0
COP Conocophillips
9
0.08% 0.22% −0.05% 0 1 7 1
SYF Synchrony Financial
4
0.08% <0.01% −0.00% 1 0 2 0
KLAC Kla Corporation
5
0.08% 0.03% +0.00% 1 1 3 0
CLVT Clarivate PLC
4
0.08% 0.03% +0.01% 0 3 1 0
TGTX Tg Therapeutics Inc.
1
0.08% <0.01% +0.00% 0 1 0 0
CNQ Canadian Natural Resources Ltd
2
0.08% 0.08% −0.01% 0 0 1 1
UPS United Parcel Service Inc.
9
0.08% 0.11% +0.01% 1 3 3 0
CNC Centene Corp. Del
6
0.08% 0.10% +0.03% 1 3 1 0
NEM Newmont Corp.
8
0.08% 0.07% +0.02% 3 3 1 0