Follow-The-Filings

Cross-manager

Summary

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

136 of 137 filed constant set 134 2024 Q3 → 2024 Q4 dollar-sum holdings as of 31 Dec 2024 as of 13 Sep

grid activity managers

sectors · dollar-sum · 136 of 137 filed · constant set 134

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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 2024 Q4 — excluded from Δ: Situational Awareness · Kentucky Trust Co. - Kentucky Trust.

sector 2024 Q3 2024 Q4 Δ $ 2024 Q4
Communication Services 8.4% 9.0% +0.57% $117.7B
Consumer Discretionary 10.5% 10.6% +0.10% $138.6B
Consumer Staples 5.4% 5.4% −0.08% $70.2B
Energy 5.4% 5.3% −0.19% $68.8B
Financials 22.4% 23.0% +0.52% $300.4B
Health Care 10.5% 9.9% −0.56% $129.5B
Industrials 10.2% 9.9% −0.33% $129.9B
Information Technology 22.2% 22.4% +0.19% $293.1B
Materials 1.8% 1.6% −0.29% $20.4B
Real Estate 1.8% 1.9% +0.18% $25.5B
Utilities 1.2% 1.1% −0.11% $14.9B

names · 300 shown · 136 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.
63
2.4% 3.5% −0.02% 6 24 24 3
AMZN Amazon Com Inc.
51
1.9% 2.0% +0.20% 4 10 31 0
GOOG Alphabet Inc.
46
1.8% 1.8% +0.08% 0 9 29 1
CVNA Carvana Co.
9
1.7% 0.27% +0.05% 1 4 3 1
META Meta Platforms Inc.
42
1.7% 2.1% +0.00% 1 12 24 0
GOOGL Alphabet Inc.
52
1.6% 1.4% +0.19% 5 16 20 1
BRK.A Berkshire Hathaway Inc. Cl A
22
1.5% 0.32% −0.03% 0 1 9 0
BRK.B Berkshire Hathaway Inc. Del
29
1.2% 0.90% −0.21% 0 9 13 1
V Visa Inc.
34
0.98% 1.4% +0.17% 1 6 15 0
MA Mastercard Inc.
29
0.76% 0.77% +0.05% 1 4 17 0
TSM Taiwan Semiconductor Mfg Ltd
33
0.73% 1.2% +0.20% 4 8 15 1
NVDA Nvidia Corporation
25
0.72% 0.46% +0.05% 3 5 13 1
AAPL Apple Inc.
31
0.67% 5.9% −0.53% 4 12 8 7
JOE St Joe Co.
2
0.59% 0.07% −0.02% 0 1 1 0
MCO Moodys Corp.
19
0.56% 1.5% +0.00% 0 2 8 0
BN Brookfield Corp.
12
0.55% 0.35% +0.04% 1 5 5 0
BAC Bank Amer Corp.
21
0.52% 2.6% −0.13% 0 6 11 1
COF Capital One Financial Corp.
20
0.51% 0.82% +0.14% 6 1 10 0
UNH Unitedhealth Group Inc.
31
0.49% 0.65% −0.14% 5 9 15 1
DIS Disney Walt Co.
22
0.48% 0.21% −0.01% 0 5 15 1
CHTR Charter Communications, Inc.
16
0.47% 0.58% +0.00% 3 3 8 0
CP Canadian Pacific Kansas City
11
0.46% 0.52% −0.05% 0 6 2 0
APP Applovin Corp.
8
0.45% 0.21% +0.10% 3 1 4 2
TDG Transdigm Group Inc.
6
0.45% 0.14% −0.02% 0 2 3 1
TSLA Tesla Inc.
14
0.44% 0.62% +0.18% 4 1 6 1
C Citigroup Inc. (C)
14
0.44% 0.43% −0.13% 1 2 9 0
CRM Salesforce Inc.
19
0.41% 0.33% −0.07% 0 4 12 1
PGR Progressive Corp.
10
0.41% 0.12% −0.03% 0 2 5 1
GE Ge Aerospace
12
0.41% 0.84% −0.13% 0 4 6 0
IEP Icahn Enterprises LP
1
0.39% 0.28% −0.13% 0 1 0 0
SNX Td Synnex Corporation
6
0.39% 0.08% +0.00% 1 2 2 0
INTU Intuit
14
0.39% 0.35% +0.06% 0 6 7 0
LAD Lithia Mtrs Inc.
10
0.39% 0.17% +0.01% 2 1 6 0
FICO Fair Isaac Corp.
6
0.39% 0.18% −0.02% 0 0 6 0
UBER Uber Technologies Inc.
17
0.37% 0.14% −0.08% 1 9 4 3
TPL Texas Pacific Land Corp.
1
0.37% 0.28% +0.05% 0 0 1 1
AXP American Express Co.
16
0.35% 3.3% +0.32% 1 0 10 1
MKL Markel Group, Inc.
8
0.34% 0.08% +0.03% 1 3 4 0
JPM Jpmorgan Chase & Co.
19
0.34% 0.36% +0.08% 1 3 10 2
LOAR Loar Holdings Inc.
3
0.33% 0.20% −0.00% 0 2 1 0
SCHW The Charles Schwab Corp.
16
0.33% 0.88% +0.20% 2 4 8 0
FLUT Flutter Entmt PLC
16
0.33% 0.29% +0.06% 2 8 3 0
KMX Carmax Inc.
13
0.33% 0.05% −0.01% 0 2 9 0
IBKR Interactive Brokers Group In
6
0.33% 0.09% +0.00% 0 3 3 1
PYPL Paypal Hldgs Inc.
13
0.33% 0.10% +0.01% 0 1 11 0
ELV Elevance Health Inc.
12
0.32% 0.38% −0.00% 2 7 2 2
HCC Warrior Met Coal Inc.
2
0.32% <0.01% +0.00% 0 1 1 0
SPGI S&P Global Inc.
14
0.31% 0.51% −0.03% 0 2 6 2
NFLX Netflix Inc.
12
0.30% 0.24% +0.05% 0 5 5 0
VEON Veon Ltd
1
0.30% 0.01% +0.00% 0 0 1 0
PM Philip Morris Intl Inc.
15
0.30% 0.39% −0.03% 0 5 7 0
CPNG Coupang Inc.
15
0.29% 0.22% −0.03% 2 5 6 1
AMR Alpha Metallurgical Resour I
2
0.29% <0.01% −0.00% 0 1 0 0
OXY Occidental Pete Corp.
9
0.29% 1.2% −0.06% 1 4 2 3
MDGL Madrigal Pharmaceuticals Inc.
2
0.28% 0.04% +0.02% 0 0 0 0
AVGO Broadcom Inc.
15
0.28% 0.28% +0.06% 2 4 8 4
CVS Cvs Health Corp.
12
0.28% 0.40% −0.05% 1 5 5 3
VRT Vertiv Holdings Co.
8
0.28% 0.11% −0.02% 0 2 5 2
WIX Wix Com Ltd
8
0.27% 0.05% +0.01% 1 2 5 1
JHG Janus Henderson Group PLC
2
0.27% 0.10% +0.01% 0 0 1 0
CMCSA Comcast Corp.
18
0.26% 0.48% +0.03% 0 5 8 0
RBLX Roblox Corp.
6
0.26% 0.16% +0.05% 1 1 3 0
GPN Global Pmts Inc.
9
0.25% 0.16% +0.03% 1 4 4 1
PDD Pdd Holdings Inc.
13
0.25% 0.15% −0.03% 3 3 6 3
WFC Wells Fargo & Co.
20
0.25% 0.60% +0.00% 3 1 13 1
ICE Intercontinental Exchange In
12
0.25% 0.33% +0.01% 2 3 4 0
ADBE Adobe Inc.
17
0.25% 0.24% −0.09% 0 9 3 3
CEIXEUR Consol Energy Inc. New
2
0.24% 0.02% −0.00% 0 0 2 1
EQH Equitable Hldgs Inc.
5
0.24% 0.05% −0.03% 0 0 5 0
FISV Fiserv, Inc.
15
0.24% 0.76% +0.03% 1 4 10 1
GPI Group 1 Automotive Inc.
3
0.23% 0.02% +0.00% 0 0 1 0
WTW Willis Towers Watson PLC Ltd
11
0.23% 0.25% +0.01% 2 2 4 0
DG Dollar Gen Corp. New
7
0.23% 0.11% +0.03% 2 3 2 0
DLTR Dollar Tree Inc.
5
0.23% 0.02% +0.01% 1 3 1 1
I3N Chart Inds Inc.
3
0.23% 0.02% +0.01% 1 0 2 0
BKNG Booking Holdings, Inc.
12
0.23% 0.47% +0.01% 0 2 10 1
CSGP Costar Group Inc.
10
0.23% 0.24% +0.06% 4 4 1 0
VST Vistra Corp.
11
0.22% 0.14% −0.00% 2 2 7 0
LEN Lennar Corporation - A (LEN)
8
0.22% 0.14% −0.06% 0 3 5 0
NU Nu Hldgs Ltd
15
0.22% 0.15% −0.06% 5 4 5 1
COST Costco Wholesale Corp.
11
0.22% 0.01% +0.00% 0 3 3 0
KKR Kkr & Co. L P Del
13
0.22% 0.22% −0.01% 1 1 8 0
TMO Thermo Fisher Scientific Inc.
16
0.21% 0.22% +0.00% 2 5 6 1
DHR Danaher Corporation
15
0.21% 0.09% −0.01% 1 2 7 2
HCA Hca Healthcare Inc.
11
0.21% 0.40% −0.13% 1 5 3 1
LPLA Lpl Finl Hldgs Inc.
11
0.21% 0.14% +0.05% 1 5 5 0
UTHR United Therapeutics Corp.
3
0.21% <0.01% −0.00% 0 1 1 0
GRBK Green Brick Partners Inc.
2
0.21% 0.04% −0.02% 0 0 0 0
NTRA Natera Inc.
7
0.21% 0.12% +0.02% 0 2 3 0
CACC Credit Accep Corp. Mich
5
0.21% 0.03% −0.01% 0 1 3 1
HLT Hilton Worldwide Hldgs Inc.
7
0.20% 0.12% −0.02% 2 3 2 1
BABA Alibaba Group Holding, Ltd.
15
0.20% 0.24% −0.20% 1 3 8 3
AON Aon PLC
12
0.19% 0.28% +0.02% 1 5 2 1
MCK Mckesson Corp.
5
0.19% 0.06% +0.02% 1 1 2 0
VFC Vf Corp.
3
0.19% 0.07% +0.01% 0 1 1 1
BBWI Bath & Body Works Inc.
6
0.19% 0.03% −0.01% 2 1 3 1
MRVL Marvell Technology Inc.
3
0.19% <0.01% −0.01% 1 0 2 3
ADI Analog Devices Inc.
12
0.19% 0.18% −0.03% 0 4 5 0
UAL United Airls Hldgs Inc.
7
0.19% 0.14% +0.09% 3 3 1 1
QSR Restaurant Brands Intl Inc.
6
0.18% 0.15% +0.02% 1 3 0 1
AMAT Applied Materials, Inc.
8
0.18% 0.11% −0.02% 1 3 1 1
COHR Coherent Corp.
9
0.18% 0.12% +0.00% 0 1 7 0
PEP Pepsico Inc.
14
0.18% 0.20% −0.02% 0 4 7 0
TWLO Twilio Inc.
5
0.18% 0.05% +0.03% 3 0 1 0
SNOW Snowflake Inc.
8
0.18% 0.07% −0.00% 3 1 3 2
FDX Fedex Corp.
13
0.18% 0.37% +0.03% 2 4 6 0
LW Lamb Weston Hldgs Inc.
2
0.17% 0.03% +0.01% 0 1 1 0
HROW Harrow Health Inc.
1
0.17% <0.01% −0.00% 0 0 0 0
APTV Aptiv PLC
2
0.17% <0.01% −0.03% 0 2 0 6
NKE Nike Inc.
13
0.17% 0.16% −0.01% 3 5 4 0
EXEL Exelixis Inc.
3
0.17% 0.06% +0.01% 0 1 1 0
JNJ Johnson & Johnson
14
0.17% 0.06% −0.01% 0 3 6 2
CNH Cnh Indl N V
8
0.17% 0.12% −0.02% 1 2 5 0
ET Energy Transfer L P
6
0.17% 0.06% +0.01% 1 1 2 0
APO Apollo Global Mgmt Inc.
8
0.17% 0.20% +0.03% 2 0 4 1
SBUX Starbucks Corp.
12
0.17% 0.11% +0.02% 1 7 4 2
CRH Crh PLC
9
0.17% 0.08% −0.07% 0 4 4 2
LLY Eli Lilly & Co.
15
0.17% 0.25% +0.10% 4 5 4 1
EXPE Expedia Group Inc.
5
0.16% 0.07% +0.01% 1 1 3 0
CART Maplebear Inc.
4
0.16% 0.08% +0.01% 1 0 2 0
BMY Bristol-Myers Squibb Co.
12
0.16% 0.14% +0.02% 2 3 6 2
GEHC Ge Healthcare Technologies, Inc.
10
0.16% 0.18% −0.02% 1 6 1 0
IAC Iac Inc.
6
0.16% 0.03% −0.01% 1 3 2 2
WDAY Workday Inc.
9
0.16% 0.18% −0.04% 2 0 4 1
SWX Southwest Gas Holdings Inc.
3
0.16% 0.08% −0.01% 0 1 1 0
BIIB Biogen Inc.
6
0.15% 0.01% +0.00% 1 3 1 0
INSM Insmed Inc.
7
0.15% 0.02% −0.00% 1 2 3 0
SGOV Ishares Tr
4
0.15% <0.01% +0.00% 1 1 1 0
ACN Accenture PLC Ireland
11
0.15% 0.19% −0.00% 1 4 4 0
ASML Asml Holding N V
10
0.15% 0.06% +0.01% 3 3 3 1
FOUR Shift4 Pmts Inc.
4
0.15% 0.05% −0.00% 0 1 2 0
CNI Canadian Natl Ry Co.
4
0.15% 0.61% −0.13% 0 2 1 1
BA Boeing Co.
8
0.15% 0.05% +0.05% 3 4 1 1
ORLA Orla Mining Ltd
2
0.15% 0.03% +0.01% 0 0 1 0
Discover Finl Discover Finl Svcs
5
0.15% 0.05% +0.00% 2 0 2 0
PFE Pfizer Inc.
11
0.15% 0.05% +0.02% 1 3 7 1
ADSK Autodesk Inc.
8
0.15% 0.10% +0.02% 1 0 6 1
FIS Fidelity National Information Services, Inc.
9
0.15% 0.24% −0.06% 0 0 9 2
SOLV Solventum Corporation
5
0.14% 0.07% +0.00% 0 1 3 2
SU Suncor Energy Inc. New
7
0.14% 0.30% −0.09% 0 1 4 1
OSCR Oscar Health Inc.
5
0.14% 0.02% −0.01% 0 2 1 1
JAZZ Jazz Pharmaceuticals PLC
3
0.14% <0.01% −0.00% 0 0 2 0
SYF Synchrony Financial
7
0.14% 0.02% +0.01% 2 2 2 1
USB US Bancorp Del
10
0.14% 0.18% −0.02% 0 1 9 0
CI The Cigna Group
9
0.14% 0.40% −0.10% 0 3 5 0
PCOR Procore Technologies Inc.
6
0.14% 0.04% +0.01% 1 1 1 0
GM General Motors Co. (GM)
1
0.14% 0.09% +0.01% 0 0 1 0
CBRE Cbre Group Inc.
9
0.14% 0.21% −0.04% 0 3 6 1
PG Procter And Gamble Co.
14
0.14% 0.21% −0.00% 0 4 6 0
WM Waste Mgmt Inc. Del
3
0.14% 0.48% −0.01% 0 0 1 0
TEAM Atlassian Corporation
10
0.14% 0.15% +0.06% 2 3 4 0
KHC Kraft Heinz Co.
8
0.14% 0.75% −0.09% 1 3 2 1
MLM Martin Marietta Materials
4
0.14% 0.03% −0.01% 0 1 2 1
HHH Howard Hughes Holdings Inc.
6
0.13% 0.12% +0.00% 1 0 3 0
NVAX Novavax Inc.
2
0.13% <0.01% −0.00% 0 1 0 1
ORCL Oracle Corp.
15
0.13% 0.33% −0.02% 1 3 9 2
NATL Ncr Atleos Corporation
3
0.13% 0.01% +0.00% 1 0 2 0
BROS Dutch Bros Inc.
3
0.13% <0.01% +0.00% 0 1 1 0
CRS Carpenter Technology Corp.
5
0.13% 0.03% +0.01% 0 3 2 0
NBIS Nebius Group N.v.
4
0.13% <0.01% +0.00% 3 0 1 0
PCG PG&E Corp.
5
0.13% 0.08% +0.00% 2 0 3 0
FMC Fmc Corp.
4
0.13% 0.01% −0.00% 2 1 1 1
Lgi Homes Lgi Homes Inc.
5
0.13% 0.01% −0.00% 0 2 3 0
ULTA Ulta Beauty Inc.
8
0.13% 0.02% +0.01% 2 2 2 2
VYX Ncr Voyix Corporation
2
0.13% <0.01% −0.00% 0 0 2 0
MU Micron Technology Inc.
8
0.13% 0.02% +0.01% 3 1 2 2
DUOL Duolingo Inc.
5
0.13% 0.11% −0.01% 0 0 5 0
BHC Bausch Health Companies Inc.
4
0.13% 0.04% −0.00% 0 0 0 1
CVI Cvr Energy Inc.
1
0.13% 0.09% −0.02% 0 0 0 0
WFRD Weatherford Intl PLC
3
0.13% <0.01% +0.00% 0 2 1 0
SN Sharkninja Inc.
3
0.13% 0.01% −0.00% 0 0 2 1
GWRE Guidewire Software Inc.
4
0.13% 0.08% −0.02% 0 1 3 2
OMF Onemain Hldgs Inc.
4
0.12% 0.03% +0.00% 0 1 2 0
SPY Spdr S&P 500 ETF Tr
17
0.12% 0.07% +0.01% 4 7 4 2
EPD Enterprise Prods Partners L
6
0.12% 0.02% +0.00% 0 3 0 1
TAP Molson Coors Beverage Co.
4
0.12% 0.07% +0.01% 2 0 2 0
USFD US Foods Hldg Corp.
3
0.12% 0.03% −0.00% 1 0 2 0
TXN Texas Instrs Inc.
14
0.12% 0.15% −0.02% 0 4 3 2
MMC Marsh & Mclennan Company Inc.
7
0.12% 0.09% −0.00% 0 3 1 0
LUV Southwest Airls Co.
4
0.12% 0.15% +0.02% 2 0 2 0
MRK Merck & Co. Inc.
12
0.12% 0.06% +0.02% 2 3 3 3
DAWNGBX Day One Biopharmaceuticals I
2
0.12% <0.01% −0.00% 0 1 1 2
EXE Expand Energy Corp.
7
0.12% 0.05% +0.01% 1 5 0 0
PPTA Perpetua Resources Corp.
1
0.12% 0.02% +0.00% 0 0 0 0
GEV Ge Vernova Inc.
10
0.12% 0.11% −0.04% 1 3 4 3
LOW Lowes Cos Inc.
8
0.12% 0.03% −0.01% 1 1 3 1
BA Boeing Co.
1
0.12% <0.01% +0.01% 1 0 0 0
LBTYK Liberty Global Ltd
4
0.12% 0.04% −0.03% 1 0 2 0
TOST Toast Inc.
5
0.12% 0.09% +0.03% 2 0 3 2
Signet Jewelers Signet Jewelers Limited
3
0.12% 0.02% +0.01% 0 2 1 1
IFF International Flavors & Fragrances, Inc.
7
0.11% 0.24% −0.03% 0 4 1 2
FAST Fastenal Co.
5
0.11% 0.04% +0.00% 0 2 2 0
CAH Cardinal Health Inc.
4
0.11% <0.01% −0.02% 0 1 0 3
BMRN Biomarin Pharmaceutical, Inc.
4
0.11% 0.14% −0.00% 0 2 1 1
UHAL.B U-Haul Holding Company Class B
5
0.11% 0.05% −0.01% 0 1 4 0
AMD Advanced Micro Devices Inc.
7
0.11% 0.08% −0.04% 0 3 3 3
TRMB Trimble Inc.
4
0.11% 0.03% +0.00% 0 1 3 0
EFX Equifax Inc.
12
0.11% 0.15% +0.02% 1 6 2 0
FERG Ferguson Enterprises Inc.
8
0.11% 0.07% +0.02% 4 4 0 0
XYZ Block Inc.
5
0.11% 0.09% −0.00% 1 1 3 1
WDC Western Digital Corp.
6
0.11% 0.04% +0.00% 0 4 1 0
HGV Hilton Grand Vacations Inc.
2
0.11% 0.02% +0.00% 0 1 1 0
TEVA Teva Pharmaceutical Inds Ltd
9
0.11% 0.05% +0.02% 0 2 4 0
GIL Gildan Activewear Inc.
1
0.11% <0.01% −0.00% 0 0 1 2
DASH Doordash Inc.
9
0.11% 0.15% +0.03% 1 2 4 1
EQT Eqt Corp.
6
0.11% 0.02% +0.01% 1 3 2 1
THC Tenet Healthcare Corp.
7
0.11% 0.03% −0.02% 0 1 5 2
SE Sea Ltd
9
0.11% 0.14% +0.01% 3 0 3 1
CDW Cdw Ord
3
0.11% <0.01% −0.02% 0 0 3 1
MRCY Mercury Sys Inc.
2
0.11% 0.02% +0.00% 0 0 1 0
AZO Autozone Inc.
3
0.11% 0.01% +0.00% 0 2 1 1
ALAB Astera Labs Inc.
4
0.11% 0.03% +0.00% 1 1 2 0
VTRS Viatris Inc.
4
0.11% 0.07% +0.01% 0 1 2 2
AAMI Brightsphere Invt Group Inc.
3
0.11% 0.02% +0.00% 1 0 0 0
WCC Wesco Intl Inc.
8
0.11% 0.04% −0.00% 0 3 3 2
OSK Oshkosh Corp. (OSK)
4
0.11% 0.02% +0.00% 1 1 2 0
SPOT Spotify Technology S A
10
0.11% 0.21% +0.03% 1 3 5 0
TLN Talen Energy Corp.
4
0.11% 0.04% +0.00% 0 1 2 0
Insight Enterprises Insight Enterprises Inc.
2
0.11% 0.04% −0.02% 0 1 0 0
MNDY Monday Com Ltd
6
0.11% 0.03% −0.01% 2 1 3 0
SHOP Shopify Inc.
6
0.10% 0.23% +0.06% 0 1 3 0
GBTC Grayscale Bitcoin
3
0.10% 0.08% +0.03% 2 0 1 0
PWR Quanta Svcs Inc.
5
0.10% 0.02% +0.00% 0 2 1 0
SYK Stryker Corporation
5
0.10% 0.18% +0.00% 0 0 2 0
TRMD Torm PLC
1
0.10% 0.06% −0.04% 0 0 0 3
BK The Bank Of New York Mellon Corp.
10
0.10% 0.40% −0.02% 0 0 8 0
DE Deere & Co.
10
0.10% 0.30% +0.01% 0 3 4 0
AAP Advance Auto Parts Inc.
3
0.10% 0.01% +0.00% 1 2 0 0
CTVA Corteva Inc.
7
0.10% 0.08% −0.02% 1 0 5 1
Berry Global Berry Global Group Inc.
2
0.10% 0.02% +0.00% 0 1 1 0
TRUP Trupanion Inc.
2
0.10% <0.01% +0.00% 0 0 2 0
MGM Mgm Resorts International
8
0.10% 0.07% −0.01% 3 2 2 0
NRG Nrg Energy Inc.
5
0.10% 0.07% −0.02% 1 3 1 0
HUM Humana, Inc.
8
0.10% 0.32% +0.07% 2 3 2 2
TRU Transunion
5
0.10% 0.10% +0.00% 0 1 2 0
RPD Rapid7 Inc.
4
0.10% 0.01% +0.00% 1 2 1 0
CHKP Check Point Software Technologies Ltd
5
0.10% 0.05% +0.01% 1 2 2 0
SLB Schlumberger Ltd
10
0.10% 0.11% −0.01% 1 4 3 0
CSX Csx Corp.
6
0.10% 0.08% +0.01% 1 2 1 0
FLEX Flex Ltd
6
0.10% 0.03% +0.00% 1 1 3 0
LYV Live Nation Entertainment In
11
0.10% 0.07% −0.03% 3 2 6 2
WEN Wendys Co.
3
0.10% 0.05% −0.00% 0 2 1 1
DHI D R Horton, Inc. (DHI)
6
0.10% 0.05% −0.02% 0 1 4 0
ILMN Illumina Inc.
9
0.10% 0.04% +0.00% 2 1 6 1
NCNO Ncino Inc.
3
0.10% 0.01% +0.00% 0 1 2 1
MDLZ Mondelez Intl Inc.
5
0.10% 0.04% −0.02% 0 0 2 1
CPRT Copart Inc.
6
0.10% 0.04% −0.00% 0 2 3 0
DAL Delta Air Lines Inc. Del
11
0.10% 0.21% +0.04% 3 3 4 0
TKO Tko Group Holdings Inc.
1
0.10% 0.04% −0.00% 0 0 1 2
PCG PG&E Corp.
3
0.10% <0.01% +0.01% 3 0 0 0
MELI Mercadolibre Inc.
10
0.10% 0.05% −0.01% 3 3 4 1
AMT American Tower Corp. New
7
0.10% 0.11% −0.03% 1 4 1 3
CLS Celestica Inc.
3
0.10% 0.04% +0.01% 0 1 2 1
QCOM Qualcomm Inc.
11
0.09% 0.06% −0.00% 1 4 2 0
ALITEUR Alight Inc.
4
0.09% 0.04% +0.00% 0 2 2 1
CEG Constellation Energy Corp.
6
0.09% 0.14% −0.05% 3 1 2 1
ABNB Airbnb Inc.
7
0.09% 0.19% +0.05% 1 2 1 1
LRCX Lam Research Corp.
10
0.09% 0.06% +0.06% 10 0 0 0
COKE Coca Cola Cons Inc.
1
0.09% <0.01% +0.00% 1 0 0 0
NOW Servicenow Inc.
8
0.09% 0.21% +0.00% 2 0 4 2
EVH Evolent Health Inc.
2
0.09% <0.01% −0.00% 0 1 1 0
MTCH Match Group Inc. New
3
0.09% 0.07% +0.00% 1 1 0 2
RACE Ferrari N V
2
0.09% 0.02% −0.00% 0 0 1 0
TOL Toll Brothers, Inc. (TOL)
4
0.09% 0.06% −0.01% 1 0 2 0
PHM Pultegroup Inc. (PHM)
3
0.09% 0.04% −0.01% 0 1 2 0
JD Jd.com, Inc.
12
0.09% 0.09% −0.04% 2 4 4 1
WBD Warner Bros Discovery Inc.
7
0.09% 0.09% +0.03% 3 1 3 1
GEN Gen Digital Inc.
2
0.09% 0.05% +0.00% 0 1 0 0
ACHC Acadia Healthcare Company In
5
0.09% 0.01% −0.02% 4 0 1 3
TFPM Triple Flag Precious Metal
2
0.09% 0.14% −0.01% 0 0 1 0
HD Home Depot Inc.
14
0.09% 0.06% +0.00% 1 3 7 0
ORLY Oreilly Automotive Inc.
3
0.09% 0.08% +0.00% 0 1 2 0
T AT&T Inc.
7
0.09% <0.01% +0.00% 1 2 2 0
EBAY Ebay Inc.
7
0.09% 0.05% −0.02% 0 2 5 1
KVUE Kenvue Inc.
5
0.09% 0.09% +0.03% 1 2 2 2
IVZ Invesco Ltd.
3
0.09% 0.03% +0.00% 0 0 1 0
TGTX Tg Therapeutics Inc.
1
0.09% <0.01% +0.00% 0 0 1 0
RVMD Revolution Medicines Inc.
3
0.09% 0.04% +0.00% 0 2 1 0
CMG Chipotle Mexican Grill Inc.
4
0.09% 0.11% −0.03% 1 0 2 1
PTLO Portillos Inc.
3
0.09% <0.01% −0.00% 2 0 0 0
WRK Smurfit Westrock PLC
4
0.09% 0.04% −0.01% 0 1 3 0
KO Coca Cola Co.
10
0.09% 1.8% −0.25% 0 2 4 0
ZBH Zimmer Biomet Holdings, Inc.
9
0.09% 0.16% +0.02% 1 2 4 0
GLBE Global E Online Ltd
2
0.09% 0.05% +0.01% 0 0 2 0
MDT Medtronic PLC
8
0.09% 0.16% −0.03% 0 4 4 2
JLL Jones Lang Lasalle Inc.
7
0.09% 0.05% −0.00% 0 1 5 0
BX Blackstone Inc.
5
0.09% 0.04% +0.00% 0 2 2 1
SSNC SS&C Technologies Hldgs Inc.
6
0.09% 0.11% −0.02% 0 2 4 1
ARW Arrow Electronics Inc. (ARW)
4
0.08% 0.03% −0.00% 0 3 0 0
BB Blackberry Ltd
1
0.08% 0.01% +0.00% 0 0 0 0
MAT Mattel Inc.
3
0.08% 0.03% −0.00% 0 1 2 0
ZTS Zoetis Inc.
8
0.08% 0.15% −0.01% 0 3 3 1
AER Aercap Holdings NV
5
0.08% 0.04% −0.00% 0 1 3 0
FOLD Amicus Therapeutics Inc.
2
0.08% <0.01% −0.00% 0 0 1 0
LAMR Lamar Advertising Cl A Reit
3
0.08% <0.01% −0.00% 0 1 1 0
ADP Automatic Data Processing In
7
0.08% 0.15% −0.00% 1 0 5 0
Pegasystems Pegasystems Inc.
2
0.08% <0.01% +0.00% 1 1 0 0
GTLB Gitlab Inc.
6
0.08% 0.01% +0.00% 0 4 1 0
BAX Baxter International, Inc.
9
0.08% 0.20% −0.03% 1 3 4 0
STLA Stellantis N.v
4
0.08% <0.01% −0.01% 0 0 2 0