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 136 2025 Q2 → 2025 Q3 dollar-sum holdings as of 30 Sep 2025 as of 13 Sep

grid activity managers

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

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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.

sector 2025 Q2 2025 Q3 Δ $ 2025 Q3
Communication Services 8.3% 8.5% +0.26% $121.4B
Consumer Discretionary 10.8% 11.1% +0.26% $157.5B
Consumer Staples 5.4% 5.0% −0.45% $70.7B
Energy 5.0% 5.3% +0.31% $75.5B
Financials 23.0% 22.6% −0.44% $321.6B
Health Care 10.3% 10.2% −0.14% $144.6B
Industrials 10.4% 10.5% +0.11% $149.1B
Information Technology 21.9% 21.9% −0.03% $311.6B
Materials 2.0% 2.2% +0.19% $30.8B
Real Estate 1.8% 1.8% −0.02% $25B
Utilities 1.2% 1.2% −0.06% $16.7B

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
2.6% 3.3% −0.65% 1 18 34 1
AMZN Amazon.com, Inc.
53
2.2% 2.1% −0.10% 3 22 21 3
GOOG Alphabet Inc.
44
1.6% 1.7% +0.27% 2 5 30 2
META Meta Platforms Inc.
52
1.6% 1.9% −0.44% 3 16 27 1
CVNA Carvana Co.
15
1.4% 0.45% +0.08% 3 4 4 0
BRK.B Berkshire Hathaway Inc. Del
30
1.4% 1.2% −0.03% 0 9 16 0
GOOGL Alphabet Inc.
51
1.4% 1.6% +0.55% 5 9 24 2
TSM Taiwan Semiconductor Mfg Ltd
43
1.1% 1.5% +0.13% 4 12 15 0
NVDA Nvidia Corporation
37
1.0% 0.82% +0.08% 3 12 17 1
BRK.A Berkshire Hathaway Inc. Cl A
21
0.99% 0.25% −0.02% 0 0 4 2
AAPL Apple Inc.
31
0.97% 4.9% +0.15% 1 7 17 1
V Visa Inc.
35
0.96% 1.6% +0.12% 1 14 12 0
HHH Howard Hughes Holdings Inc.
5
0.75% 0.05% +0.01% 1 0 2 0
MA Mastercard Inc.
27
0.75% 0.71% −0.05% 0 5 14 1
COF Capital One Financial Corp.
24
0.64% 0.92% −0.09% 2 2 16 0
JOE St Joe Co.
2
0.58% 0.07% −0.00% 0 0 2 0
APP Applovin Corp.
12
0.54% 0.47% +0.23% 2 3 4 2
DIS Disney Walt Co.
32
0.49% 0.31% +0.03% 4 11 13 0
GE Ge Aerospace
12
0.49% 1.2% +0.04% 1 0 6 1
BAC Bank Amer Corp.
25
0.47% 2.4% −0.12% 0 4 17 1
PDD Pdd Holdings Inc.
11
0.47% 0.24% +0.04% 2 1 6 0
BN Brookfield Corp.
12
0.47% 0.24% +0.02% 2 2 5 0
MCO Moodys Corp.
16
0.47% 1.4% −0.15% 0 2 6 2
AVGO Broadcom Inc.
24
0.46% 0.53% +0.18% 5 5 10 4
SNX Td Synnex Corporation
5
0.43% 0.08% +0.01% 0 2 2 1
TDG Transdigm Group Inc.
7
0.43% 0.18% +0.03% 1 3 3 0
SCHW The Charles Schwab Corp.
16
0.42% 0.96% −0.01% 1 5 8 0
FIG Figma Inc.
10
0.40% 0.06% +0.06% 10 0 0 0
UBER Uber Technologies Inc.
17
0.39% 0.19% +0.02% 1 5 9 1
INTU Intuit
19
0.39% 0.27% −0.08% 4 4 9 5
IBKR Interactive Brokers Group In
6
0.39% 0.12% +0.01% 0 1 4 0
MKL Markel Group, Inc.
8
0.38% 0.09% −0.01% 0 3 4 0
CVS Cvs Health Corp.
15
0.38% 0.59% +0.02% 1 2 10 0
UNH Unitedhealth Group, Inc.
32
0.37% 0.65% −0.03% 7 13 9 3
JPM Jpmorgan Chase & Co.
22
0.37% 0.28% +0.02% 0 2 16 0
AXP American Express Co.
18
0.36% 3.4% −0.02% 1 0 9 0
IEP Icahn Enterprises LP
1
0.35% 0.29% +0.01% 0 1 0 0
ASML Asml Holding N V
12
0.35% 0.05% −0.01% 2 5 3 1
VEON Veon Ltd
1
0.35% 0.02% +0.00% 0 0 1 0
ELV Elevance Health Inc. Formerly
14
0.34% 0.41% −0.02% 1 8 3 1
FLUT Flutter Entmt PLC
16
0.33% 0.29% −0.13% 1 5 9 3
C Citigroup Inc.
14
0.33% 0.24% −0.16% 0 0 12 0
FICO Fair Isaac Corp.
10
0.31% 0.15% −0.01% 2 1 6 1
BABA Alibaba Group Holding, Ltd.
18
0.31% 0.36% +0.09% 5 3 7 0
HCC Warrior Met Coal Inc.
2
0.31% 0.01% +0.00% 0 2 0 0
LOAR Loar Holdings Inc.
2
0.31% 0.18% −0.02% 0 1 0 1
NU Nu Hldgs Ltd
17
0.31% 0.17% +0.02% 3 5 8 0
SPGI S&P Global Inc.
13
0.30% 0.49% −0.06% 0 5 2 2
BKNG Booking Holdings, Inc.
13
0.30% 0.44% −0.07% 1 5 5 2
VST Vistra Corp.
11
0.29% 0.13% −0.05% 2 3 6 1
TPL Texas Pacific Land Corporati
1
0.29% 0.22% −0.05% 0 0 1 0
TSLA Tesla Inc.
12
0.29% 0.57% +0.13% 2 3 4 2
LAD Lithia Mtrs Inc.
8
0.29% 0.12% −0.01% 1 2 3 0
GPI Group 1 Automotive Inc.
2
0.29% 0.02% −0.00% 0 1 0 0
CHTR Charter Communications, Inc.
11
0.29% 0.36% −0.23% 1 4 4 2
CRM Salesforce Inc.
17
0.28% 0.32% +0.00% 2 9 4 1
CSGP Costar Group Inc.
9
0.28% 0.27% −0.02% 0 1 7 1
AMAT Applied Matls Inc.
17
0.27% 0.35% +0.12% 2 7 4 0
OXY Occidental Pete Corp.
11
0.27% 1.2% +0.08% 1 0 3 0
PYPL Paypal Hldgs Inc.
12
0.27% 0.06% −0.02% 0 4 5 0
CPNG Coupang, Inc.
11
0.26% 0.31% −0.02% 0 4 5 1
JHG Janus Henderson Group PLC
2
0.26% 0.10% +0.01% 0 1 0 0
PGR Progressive Corp.
8
0.26% 0.07% −0.01% 0 2 2 1
DHR Danaher Corporation
20
0.25% 0.10% −0.01% 1 7 8 1
EQH Equitable Hldgs Inc.
3
0.25% 0.03% −0.01% 0 1 2 2
DG Dollar Gen Corp. New
8
0.24% 0.16% −0.03% 0 3 2 1
LEN Lennar Corporation - A (LEN)
6
0.24% 0.16% −0.00% 0 3 2 1
FISV Fiserv, Inc.
17
0.23% 0.46% −0.04% 6 8 1 1
TMO Thermo Fisher Scientific Inc.
21
0.22% 0.13% −0.04% 4 6 8 2
ORLA Orla Mining Ltd
2
0.22% 0.05% +0.00% 0 0 1 0
MDGL Madrigal Pharmaceuticals Inc.
3
0.22% 0.06% +0.01% 1 0 1 1
PM Philip Morris Intl Inc.
15
0.22% 0.32% −0.09% 1 4 7 3
ACHC Acadia Healthcare Co. Inc.
6
0.21% 0.03% +0.01% 1 4 0 0
DNTH Dianthus Therapeutics Inc.
1
0.21% <0.01% +0.01% 0 1 0 0
NFLX Netflix Inc.
12
0.21% 0.22% −0.01% 2 3 5 1
SE Sea Ltd
17
0.21% 0.31% +0.04% 3 2 9 1
CVI Cvr Energy Inc.
1
0.21% 0.17% +0.04% 0 0 0 0
GRBK Green Brick Partners Inc.
1
0.20% 0.05% +0.01% 0 0 0 0
KVUE Kenvue Inc.
7
0.20% 0.09% −0.01% 1 3 2 3
RBLX Roblox Corp.
6
0.20% 0.17% +0.01% 0 2 4 0
UNP Union Pac Corp.
17
0.20% 0.12% +0.11% 7 2 6 1
FERG Ferguson Enterprises Inc.
12
0.20% 0.19% +0.01% 2 3 6 0
TEVA Teva Pharmaceutical Inds Ltd
10
0.20% 0.07% +0.01% 1 3 5 0
HROW Harrow Health Inc.
1
0.20% 0.01% +0.00% 0 0 0 0
AMR Alpha Metallurgical Resour I
2
0.19% <0.01% +0.00% 0 1 0 0
SGI Somnigroup International Inc.
6
0.19% 0.09% +0.03% 2 1 1 2
OSCR Oscar Health Inc.
6
0.19% 0.01% −0.00% 2 1 1 2
WFC Wells Fargo & Co.
18
0.19% 0.41% −0.08% 0 0 14 0
GPN Global Pmts Inc.
6
0.19% 0.14% +0.00% 0 3 3 0
SOLV Solventum Corporation
6
0.19% 0.07% −0.00% 1 2 2 0
QSR Restaurant Brands Intl Inc.
6
0.19% 0.08% +0.02% 0 4 0 1
WIX Wix Com Ltd
8
0.19% 0.03% −0.00% 4 3 1 3
CP Canadian Pacific Kansas City
9
0.18% 0.35% −0.07% 3 2 4 2
Mr Cooper Mr Cooper Group Inc.
5
0.18% 0.07% +0.02% 0 2 0 1
CMCSA Comcast Corp.
18
0.18% 0.41% −0.07% 1 6 5 1
ORCL Oracle Corp.
16
0.18% 0.48% +0.02% 1 3 11 2
KKR Kkr & Co. L P Del
12
0.17% 0.18% −0.02% 1 1 8 0
UAL United Airls Hldgs Inc.
8
0.17% 0.14% +0.01% 1 2 5 1
WTW Willis Towers Watson PLC Ltd
10
0.17% 0.34% +0.08% 0 2 5 1
INSM Insmed Inc.
6
0.17% 0.03% +0.01% 0 2 3 0
ADI Analog Devices Inc.
13
0.17% 0.17% −0.02% 0 4 7 1
RIG Transocean Ltd
3
0.17% <0.01% +0.00% 1 1 1 1
BSX Boston Scientific Corp.
9
0.17% 0.14% +0.05% 1 3 5 0
VFC Vf Corp.
3
0.17% 0.05% +0.01% 0 2 1 0
MRCY Mercury Sys Inc.
2
0.17% 0.04% +0.01% 0 1 1 0
COST Costco Wholesale Corp.
12
0.16% 0.01% −0.00% 0 1 6 1
NTRA Natera Inc.
9
0.16% 0.11% −0.02% 1 2 6 0
AER Aercap Holdings NV
3
0.16% 0.04% −0.01% 0 1 2 2
ICE Intercontinental Exchange In
8
0.16% 0.23% −0.05% 0 2 6 1
PPTA Perpetua Resources Corp.
1
0.16% 0.04% +0.02% 0 0 0 0
FOUR Shift4 Pmts Inc.
4
0.16% 0.04% −0.02% 0 1 3 0
UTHR United Therapeutics Corp.
2
0.16% <0.01% +0.00% 0 0 2 1
BBWI Bath & Body Works Inc.
4
0.16% <0.01% −0.00% 2 1 1 0
GIL Gildan Activewear Inc.
2
0.16% 0.01% +0.00% 0 1 0 0
SYF Synchrony Financial
7
0.16% 0.02% −0.00% 1 1 3 1
THC Tenet Healthcare Corp.
6
0.16% 0.04% −0.01% 1 0 4 2
GM General Motors Co. (GM)
1
0.16% 0.09% +0.01% 0 0 1 0
PEP Pepsico Inc.
20
0.16% 0.10% +0.01% 4 1 10 0
LPLA Lpl Financial Holdings, Inc.
7
0.16% 0.19% −0.03% 0 4 2 2
CACC Credit Accep Corp. Mich
5
0.16% 0.03% −0.00% 0 2 2 0
VAL Valaris Ltd
2
0.15% <0.01% −0.00% 0 0 2 1
HCA Hca Healthcare Inc.
9
0.15% 0.49% −0.00% 0 3 5 0
MELI Mercadolibre Inc.
14
0.15% 0.11% +0.02% 5 4 5 3
EQT Eqt Corp.
8
0.15% 0.05% −0.00% 0 5 3 1
ILMN Illumina Inc.
7
0.15% 0.04% −0.00% 2 1 3 3
CRWV Coreweave Inc.
6
0.15% 0.12% −0.10% 3 1 2 3
WM Waste Mgmt Inc. Del
4
0.15% 0.44% −0.09% 0 0 3 0
HOOD Robinhood Markets Inc.
5
0.15% 0.08% −0.00% 0 0 5 0
SWX Southwest Gas Holdings Inc.
3
0.15% 0.07% −0.01% 0 0 2 0
CRH Crh PLC
9
0.15% 0.09% +0.01% 1 1 6 1
TRU Transunion
6
0.15% 0.07% −0.00% 2 0 3 0
MLM Martin Marietta Materials
3
0.15% 0.04% +0.00% 0 1 1 0
I3N Chart Inds Inc.
5
0.15% <0.01% −0.01% 2 0 2 2
KMX Carmax Inc.
12
0.15% 0.03% −0.01% 0 6 1 1
SN Sharkninja Inc.
7
0.14% 0.03% +0.01% 3 2 2 1
EFX Equifax Inc.
12
0.14% 0.17% +0.01% 1 6 3 1
GWRE Guidewire Software Inc.
6
0.14% 0.09% −0.01% 2 1 2 0
AON Aon PLC
13
0.14% 0.38% +0.10% 2 4 2 0
KHC Kraft Heinz Co.
8
0.14% 0.59% −0.03% 1 2 4 1
CNH Cnh Indl N V
5
0.14% 0.07% −0.02% 0 1 4 0
PSX Phillips 66
9
0.14% 0.30% +0.03% 2 2 2 0
APTV Aptiv PLC
6
0.14% 0.01% −0.01% 0 2 4 1
BMRN Biomarin Pharmaceutical, Inc.
4
0.14% 0.09% −0.02% 1 0 3 0
CROX Crocs Inc.
4
0.14% <0.01% −0.00% 1 3 0 0
MCK Mckesson Corp.
6
0.14% 0.04% +0.01% 0 4 2 0
NVAX Novavax Inc.
3
0.14% <0.01% +0.00% 0 2 0 0
MNDY Monday Com Ltd
5
0.13% <0.01% −0.01% 1 4 0 3
PCOR Procore Technologies Inc.
4
0.13% 0.04% −0.00% 0 1 1 0
SPY Spdr S&P 500 ETF Tr
16
0.13% 0.10% −0.19% 2 5 5 3
TLN Talen Energy Corp.
7
0.13% 0.09% +0.00% 0 2 5 0
JAZZ Jazz Pharmaceuticals PLC
2
0.13% <0.01% +0.00% 0 1 1 0
SGOV Ishares Tr
4
0.13% <0.01% −0.00% 0 0 2 0
YETI Yeti Hldgs Inc.
3
0.13% <0.01% −0.00% 0 2 0 1
CRS Carpenter Technology Corp.
8
0.13% 0.07% −0.02% 0 3 4 1
FAST Fastenal Co.
4
0.13% 0.05% +0.00% 0 0 3 0
VRT Vertiv Holdings Co.
7
0.13% 0.07% −0.01% 0 1 5 2
BA Boeing Co.
9
0.13% 0.06% +0.00% 1 3 4 0
USB U.s. Bancorp
9
0.13% 0.10% −0.07% 0 4 4 1
GXO Gxo Logistics Incorporated
4
0.13% 0.02% +0.00% 1 1 2 1
CI The Cigna Group
12
0.13% 0.38% −0.07% 2 7 2 0
TFPM Triple Flag Precious Metal
2
0.13% 0.26% +0.04% 0 1 0 0
AMD Advanced Micro Devices Inc.
10
0.13% 0.12% +0.03% 1 3 5 2
FIS Fidelity National Information Services, Inc.
7
0.13% 0.23% −0.02% 0 4 2 0
CGON Cg Oncology Inc.
3
0.13% <0.01% +0.00% 0 2 0 0
SHOP Shopify Inc.
6
0.12% 0.23% +0.02% 1 0 3 1
JNJ Johnson & Johnson
16
0.12% 0.05% +0.00% 1 2 8 1
SNOW Snowflake Inc.
9
0.12% 0.09% +0.02% 3 2 4 1
FLEX Flex Ltd
5
0.12% 0.04% +0.00% 0 1 3 1
MDT Medtronic PLC
11
0.12% 0.16% −0.01% 1 5 5 0
AEM Agnico Eagle Mines Ltd
6
0.12% 0.07% +0.02% 0 1 2 0
DUOL Duolingo Inc.
5
0.12% 0.08% +0.02% 1 3 1 0
PG Procter And Gamble Co.
15
0.12% 0.16% −0.02% 2 4 6 0
WFRD Weatherford Intl PLC
2
0.12% <0.01% +0.00% 0 0 1 1
IONS Ionis Pharmaceuticals Inc.
5
0.12% 0.02% +0.01% 2 2 1 0
CNI Canadian Natl Ry Co.
4
0.12% 0.44% −0.12% 1 1 2 1
AMCR Amcor PLC
4
0.12% 0.02% −0.00% 0 2 1 1
DLTR Dollar Tree Inc.
4
0.12% 0.01% −0.00% 1 1 2 1
OSK Oshkosh Corp. (OSK)
6
0.12% 0.03% +0.00% 1 0 5 0
WBD Warner Bros Discovery Inc.
7
0.12% 0.15% +0.04% 1 0 5 2
TKO Tko Group Holdings Inc.
2
0.12% 0.05% +0.00% 0 1 1 0
COHR Coherent Corp.
12
0.12% 0.04% −0.01% 4 2 6 1
BILL Bill Holdings Inc.
5
0.12% 0.04% +0.04% 2 2 1 0
NEM Newmont Corp.
6
0.12% 0.09% +0.02% 0 2 3 0
UHS Universal Hlth Svcs Inc.
5
0.12% 0.10% +0.03% 1 3 1 0
MDB Mongodb Inc.
9
0.12% 0.05% +0.03% 6 2 1 0
FDX Fedex Corp.
12
0.12% 0.31% +0.02% 2 4 3 1
IDXX Idexx Labs Inc.
7
0.12% 0.24% +0.02% 1 0 6 0
COO Cooper Cos Inc.
4
0.12% 0.02% +0.01% 2 1 1 1
DHI D R Horton, Inc. (DHI)
6
0.12% 0.06% −0.04% 0 2 4 3
OMF Onemain Hldgs Inc.
4
0.12% 0.04% −0.00% 0 0 4 0
EPD Enterprise Prods Partners L
7
0.12% 0.02% −0.00% 0 1 2 1
FWONK Liberty Media Corp. Del
7
0.12% 0.08% +0.01% 3 0 3 0
GBTC Grayscale Bitcoin Trust ETF
2
0.11% 0.08% −0.00% 0 0 1 0
BHC Bausch Health Cos Inc.
3
0.11% 0.03% −0.00% 1 1 0 1
PFE Pfizer Inc.
12
0.11% 0.02% −0.01% 1 4 7 1
RPRX Royalty Pharma PLC
4
0.11% 0.02% −0.00% 1 3 0 1
MSCI Msci Inc.
8
0.11% 0.18% −0.01% 0 2 1 1
CCL1EUR Carnival Corp.
6
0.11% 0.07% −0.02% 1 2 2 1
AZO Autozone
5
0.11% 0.02% +0.00% 0 2 3 0
MMC Marsh & Mclennan Companies Inc.
8
0.11% 0.07% −0.01% 1 3 2 0
DKS Dicks Sporting Goods Inc.
6
0.11% 0.04% +0.01% 2 2 1 0
PLD Prologis Inc.
6
0.11% 0.03% +0.01% 0 4 1 0
LOW Lowes Cos Inc.
9
0.11% 0.02% +0.00% 0 3 3 1
QRVO Qorvo Inc.
2
0.11% 0.05% −0.00% 0 0 2 0
CLS Celestica Inc.
4
0.11% 0.10% +0.03% 1 1 2 1
NRG Nrg Energy, Inc.
5
0.11% 0.06% −0.00% 0 2 2 0
BDX Becton Dickinson & Co.
8
0.11% 0.19% +0.01% 1 3 4 1
TXN Texas Instrs Inc.
12
0.11% 0.12% −0.03% 0 3 6 2
CBRE Cbre Group Inc.
10
0.11% 0.17% −0.02% 1 1 8 1
WDAY Workday Inc.
6
0.11% 0.11% +0.00% 1 3 1 1
SYK Stryker Corporation
6
0.11% 0.14% −0.02% 0 0 2 1
LW Lamb Weston Hldgs Inc.
2
0.10% 0.02% −0.01% 0 1 1 0
ORLY Oreilly Automotive Inc.
4
0.10% 0.06% +0.00% 0 1 3 0
HCI Hci Group Inc.
3
0.10% <0.01% +0.00% 0 2 1 0
OKTA Okta Inc.
2
0.10% <0.01% −0.00% 0 1 0 1
AXTA Axalta Coating Sys Ltd
2
0.10% <0.01% +0.00% 1 1 0 1
MGM Mgm Resorts International
6
0.10% 0.07% −0.00% 1 1 3 0
IFF International Flavors & Fragrances, Inc.
6
0.10% 0.22% −0.03% 0 6 0 2
APO Apollo Global Mgmt Inc.
7
0.10% 0.10% −0.02% 0 0 4 0
ZTS Zoetis Inc.
9
0.10% 0.14% −0.03% 0 2 4 2
PHM Pultegroup Inc. (PHM)
3
0.10% 0.05% +0.01% 0 1 2 0
ET Energy Transfer LP
7
0.10% 0.03% −0.00% 1 1 1 2
RTX Rtx Corp.
14
0.10% 0.58% +0.05% 1 2 7 2
XYZ Block Inc.
6
0.10% 0.07% −0.04% 1 1 4 2
ICLR Icon PLC
10
0.10% 0.08% +0.01% 3 2 5 3
GSK Gsk PLC
8
0.10% 0.23% +0.01% 0 2 5 0
RACE Ferrari N V
3
0.10% 0.02% −0.03% 1 0 1 1
CVX Chevron Corp. New
14
0.10% 1.3% +0.05% 1 5 4 0
KO Coca Cola Co.
13
0.10% 1.8% −0.21% 3 1 5 0
CPRT Copart Inc.
7
0.10% 0.05% +0.00% 1 3 2 0
QCOM Qualcomm Inc.
10
0.10% 0.03% −0.02% 2 4 2 1
FROG Jfrog Ltd
6
0.10% 0.02% +0.01% 1 3 2 0
NCNO Ncino Inc.
3
0.10% <0.01% −0.01% 0 2 1 2
GM General Mtrs Co.
10
0.10% 0.15% +0.01% 0 2 5 0
BROS Dutch Bros Inc.
1
0.10% <0.01% −0.00% 0 0 1 2
CHYM Chime Finl Inc.
9
0.10% 0.05% −0.03% 1 3 2 2
LRCX Lam Research Corp.
9
0.10% 0.15% +0.03% 0 1 5 2
PCG PG&E Corp.
4
0.10% 0.06% +0.01% 2 1 1 1
TRMD Torm PLC
2
0.10% 0.06% +0.01% 0 1 0 0
AAMI Acadian Asset Management Inc.
2
0.09% 0.03% +0.00% 0 1 1 1
APH Amphenol Corp. New
8
0.09% 0.08% +0.02% 1 2 2 1
CYD China Yuchai Intl Ltd
2
0.09% <0.01% −0.00% 0 0 1 0
Pegasystems Pegasystems Inc.
1
0.09% <0.01% +0.00% 0 1 0 1
EBAY Ebay Inc.
6
0.09% 0.05% +0.00% 0 1 5 2
BX Blackstone Inc.
7
0.09% 0.04% +0.00% 0 2 2 0
GEV Ge Vernova Inc.
12
0.09% 0.21% +0.01% 3 2 4 0
GTLB Gitlab Inc.
5
0.09% 0.04% +0.01% 1 4 0 1
BAX Baxter International, Inc.
9
0.09% 0.20% −0.02% 2 4 3 2
TWLO Twilio Inc.
4
0.09% 0.03% −0.00% 0 2 1 0
EXEL Exelixis Inc.
3
0.09% 0.06% +0.00% 0 2 1 0
SIRI Sirius Xm Holdings Inc.
7
0.09% 0.20% +0.00% 1 3 1 0
B Barrick Mng Corp.
7
0.09% 0.13% +0.04% 1 1 4 0
RDDT Reddit Inc.
5
0.09% 0.20% +0.04% 0 2 3 1
FIVE Five Below Inc.
5
0.09% 0.02% +0.00% 1 1 3 0
ULTA Ulta Beauty Inc.
4
0.09% 0.05% +0.01% 0 1 2 1
CART Maplebear Inc.
4
0.09% 0.07% −0.03% 0 0 3 1
CDW Cdw Corp.
5
0.09% <0.01% −0.02% 1 2 1 1
TOL Toll Brothers, Inc. (TOL)
3
0.09% 0.06% −0.00% 0 1 2 1
TEL Te Connectivity PLC
6
0.09% 0.35% +0.03% 0 0 6 0
LAMR Lamar Advertising Co. New
6
0.09% 0.02% +0.01% 2 2 1 0
TSEM Tower Semiconductor Ltd
3
0.09% <0.01% +0.00% 1 0 2 1
EVH Evolent Health Inc.
3
0.09% <0.01% −0.01% 0 1 1 1
CLH Clean Harbors Inc.
3
0.09% 0.05% +0.03% 2 1 0 0
BIIB Biogen Inc.
6
0.09% 0.01% +0.00% 1 3 2 0
BK The Bank Of New York Mellon Corp.
11
0.09% 0.37% −0.00% 0 0 9 0
MRK Merck & Co. Inc.
12
0.09% 0.07% +0.01% 0 2 7 0
LLY Eli Lilly & Co.
10
0.09% 0.13% −0.12% 0 3 4 5
ZBH Zimmer Biomet Holdings, Inc.
11
0.09% 0.20% +0.02% 0 4 6 0
GDS Gds Hldgs Ltd
4
0.09% 0.04% +0.01% 0 1 2 0
DE Deere & Co.
10
0.09% 0.23% −0.03% 0 1 4 1
CAT Caterpillar Inc.
11
0.09% 0.22% +0.01% 1 2 6 0
PKG Graphic Packaging Hldg Co.
3
0.08% 0.01% +0.00% 1 1 0 1
PFGC Performance Food Group Co.
3
0.08% 0.03% +0.03% 2 0 1 0
NSC Norfolk Southern Corp.
8
0.08% 0.27% +0.06% 2 2 2 2
RKT Rocket Cos Inc.
6
0.08% 0.06% +0.03% 1 2 3 1
JCI Johnson Controls International PLC
7
0.08% 0.55% +0.01% 0 2 4 2
BLDR Builders Firstsource Inc.
4
0.08% 0.03% +0.01% 0 1 3 3
UHAL.B U-Haul Holding Company Class B
4
0.08% 0.03% −0.01% 0 0 3 1
PNC Pnc Finl Svcs Group Inc.
9
0.08% 0.12% +0.08% 1 2 5 0
WGS Genedx Holdings Corp.
4
0.08% 0.03% +0.00% 1 0 2 0
IAC Iac Inc.
4
0.08% 0.02% −0.00% 0 2 2 0
BMY Bristol-Myers Squibb Co.
11
0.08% 0.07% −0.01% 1 4 5 1
FRPT Freshpet Inc.
3
0.08% <0.01% −0.00% 0 2 0 0
CORZ Core Scientific Inc. New
3
0.08% 0.04% +0.02% 2 1 0 1
SBUX Starbucks Corp.
10
0.08% 0.09% −0.02% 2 1 4 1
CEG Constellation Energy Corp.
6
0.08% 0.14% −0.02% 1 2 3 1
RVMD Revolution Medicines Inc.
3
0.08% 0.05% +0.01% 0 1 2 1
MAT Mattel Inc.
3
0.08% 0.03% −0.00% 0 2 1 0
ENTA Enanta Pharmaceuticals Inc.
2
0.08% <0.01% +0.00% 0 0 0 0
LUV Southwest Airls Co.
5
0.08% 0.11% −0.01% 0 1 3 0
HEI Heico Corp. New
7
0.08% 0.06% −0.00% 0 3 1 0
WCC Wesco Intl Inc.
7
0.08% 0.04% −0.01% 0 2 4 2
STX Seagate Technology Hldngs Pl
5
0.08% 0.31% +0.08% 1 0 4 1
WRK Smurfit Westrock PLC
3
0.08% 0.04% −0.00% 0 2 1 0
CNM Core & Main Inc.
4
0.08% 0.04% −0.02% 0 1 3 1
IREN Iren Limited
2
0.08% 0.03% +0.02% 0 2 0 0
DB Deutsche Bank AG
5
0.08% 0.07% +0.01% 1 0 2 1
BAYRY Bayer AG Spons Adr
1
0.08% <0.01% +0.00% 0 1 0 0
NBR Nabors Industries Ltd
2
0.08% <0.01% +0.00% 1 1 0 0
HGV Hilton Grand Vacations Inc.
2
0.08% 0.02% −0.00% 0 0 1 0