Ro Khanna

eDisclosed

Ro Khanna

House · CA-17 · D

Disclosed market value

$66,140,729

−$140,515 −0.21%today

Unrealized

+$20,714,733

+45.60%

Realized

+$50,639

Total profit

+$20,765,372

+44.18%

Open positions
474
Cost basis
$45,425,997
First tracked trade
Jan 17, 2012
Latest filing
Sep 4, 2026

Solid line is market value. Dashed line is remaining cost basis.

Positions

111 filings parsed

SharesAvg costLast
MUDependent · Member · Spouse

Micron Technology, Inc.

Jul 8, 2026Filing
3,866.57$97.56$1,088
+$164,097
+4.06%
$4,206,830
+$3,829,619
+1015.25%
6.4%
GOOGLDependent · Member · Spouse

Alphabet Inc. Class A

Apr 2, 2026Filing
3,587.08$130.78$348.86
−$5,892
−0.47%
$1,251,378
+$782,256
+166.75%
1.9%
AMDDependent · Member · Spouse

Advanced Micro Devices, Inc.

May 27, 2026Filing
1,756.66$118.32$645.86
−$6,254
−0.55%
$1,134,555
+$926,707
+445.86%
1.7%
NVDADependent · Member · Spouse

NVIDIA Corporation

Mar 10, 2026Filing
4,720.81$35.59$236.09
−$6,515
−0.58%
$1,114,536
+$946,525
+563.37%
1.7%
MSFTDependent · Member · Spouse

Microsoft Corporation

Jul 20, 2026Filing
1,753.78$317.61$530.97
+$2,124
+0.23%
$931,206
+$374,181
+67.17%
1.4%
INTCDependent · Member · Spouse

Intel Corporation

Apr 24, 2026Filing
8,149.63$28.59$111.13
−$16,209
−1.76%
$905,677
+$672,665
+288.68%
1.4%
AMATDependent · Member · Spouse

Applied Materials, Inc.

Feb 24, 2026Filing
1,638.04$114.17$520.65
−$15,758
−1.81%
$852,846
+$665,838
+356.05%
1.3%
MSDependent · Member · Spouse

Morgan Stanley

Feb 24, 2026Filing
3,609.03$94.07$188.99
−$2,599
−0.38%
$682,070
+$342,555
+100.90%
1.0%
DELLDependent · Member · Spouse

Dell Technologies Inc. Class C Common Stock

Apr 15, 2026Filing
1,152.45$62.48$569.20
−$11,248
−1.69%
$655,972
+$583,968
+811.02%
1.0%
MRNADependent · Member · Spouse

Moderna, Inc.

Aug 24, 2026Filing
3,142.31$58.91$195.11
−$4,305
−0.70%
$613,095
+$427,971
+231.18%
0.9%
DISDependent · Member · Spouse

Walt Disney Company (The)

May 27, 2026Filing
5,814.08$96.58$104.15
−$3,488
−0.57%
$605,537
+$44,006
+7.84%
0.9%
WDCDependent · Member · Spouse

Western Digital Corporation

Apr 13, 2026Filing
1,434.93$44.60$401.67
−$5,387
−0.93%
$576,360
+$512,356
+800.51%
0.9%
NDAQDependent · Member · Spouse

Nasdaq, Inc.

May 27, 2026Filing
6,266.27$65.27$91.62
−$1,964
−0.34%
$574,094
+$165,071
+40.36%
0.9%
UCTTDependent · Member · Spouse

Ultra Clean Holdings, Inc.

Nov 21, 2025Filing
8,048.41$28.83$70.50
−$7,405
−1.29%
$567,413
+$335,398
+144.56%
0.9%
CSCODependent · Member · Spouse

Cisco Systems, Inc. Common Stock (DE)

Jul 20, 2026Filing
4,615.1$52.01$117.39
−$2,538
−0.47%
$541,766
+$301,751
+125.72%
0.8%
AAPLDependent · Member · Spouse

Apple Inc.

Apr 13, 2026Filing
1,560.86$174.91$337.07
+$631
+0.12%
$526,125
+$253,111
+92.71%
0.8%
TGTDependent · Member · Spouse

Target Corporation

Nov 3, 2025Filing
3,418.64$107.80$150.92
−$11,658
−2.21%
$515,942
+$147,420
+40.00%
0.8%
PLTRDependent · Member · Spouse

Palantir Technologies Inc. Class A

Jul 7, 2026Filing
2,563.37$62.81$194.57
+$1,142
+0.23%
$498,742
+$337,735
+209.76%
0.8%
TXNDependent · Member · Spouse

Texas Instruments Incorporated

Jul 20, 2026Filing
1,682.32$176.25$285.20
−$6,359
−1.31%
$479,799
+$183,282
+61.81%
0.7%
OKTADependent · Member · Spouse

Okta, Inc. Class A

Apr 8, 2025Filing
2,189.21$84.05$218.00
−$1,467
−0.31%
$477,247
+$293,236
+159.36%
0.7%
FTNTDependent · Member · Spouse

Fortinet, Inc.

Jul 7, 2026Filing
2,487.06$64.54$189.06
−$547
−0.12%
$470,203
+$309,694
+192.95%
0.7%
PHDependent · Spouse

Parker-Hannifin Corporation

May 27, 2026Filing
486.01$493.85$952.79
−$15,611
−3.26%
$463,064
+$223,049
+92.93%
0.7%
BACDependent · Member · Spouse

Bank of America Corporation

May 27, 2026Filing
8,427.63$35.66$53.52
−$4,804
−1.05%
$451,047
+$150,543
+50.10%
0.7%
MRKDependent · Member · Spouse

Merck & Company, Inc. Common Stock (new)

Aug 24, 2026Filing
3,166.78$101.21$142.35
−$1,393
−0.31%
$450,791
+$130,273
+40.64%
0.7%
TMODependent · Member · Spouse

Thermo Fisher Scientific Inc

May 27, 2026Filing
646.77$521.08$660.08
−$1,281
−0.30%
$426,920
+$89,902
+26.68%
0.6%
SBUXDependent · Member · Spouse

Starbucks Corporation

Jun 5, 2026Filing
4,554.22$84.43$93.71
+$598
+0.14%
$426,782
+$42,260
+10.99%
0.6%
TENBDependent · Member · Spouse

Tenable Holdings, Inc.

Jul 9, 2026Filing
10,976.36$30.13$38.80
−$1,537
−0.36%
$425,883
+$95,132
+28.76%
0.6%
CRWDDependent · Member · Spouse

CrowdStrike Holdings, Inc. Class A

May 27, 2026Filing
1,611.08$74.49$264.32
−$1,804
−0.42%
$425,841
+$305,834
+254.85%
0.6%
GMDependent · Member · Spouse

General Motors Company

Feb 5, 2026Filing
5,147.91$40.41$80.64
−$1,802
−0.43%
$415,127
+$207,114
+99.57%
0.6%
CIENDependent · Spouse

Ciena Corporation

Feb 24, 2025Filing
893.18$54.30$446.45
+$2,501
+0.63%
$398,758
+$350,257
+722.16%
0.6%
DDDependent · Member · Spouse

DuPont de Nemours, Inc.

Apr 13, 2026Filing
2,856.69$85.24$139.01
+$22,644
+6.05%
$397,098
+$153,589
+63.07%
0.6%
HDDependent · Member · Spouse

Home Depot, Inc. (The)

Jul 20, 2026Filing
1,380.29$341.24$284.80
−$1,339
−0.34%
$393,108
−$77,910
−16.54%
0.6%
LRCXDependent · Member · Spouse

Lam Research Corporation

Feb 5, 2026Filing
1,205.49$93.33$324.50
−$6,040
−1.52%
$391,182
+$278,677
+247.70%
0.6%
PANWDependent · Member · Spouse

Palo Alto Networks, Inc.

May 21, 2026Filing
966.81$155.83$403.00
−$2,485
−0.63%
$389,625
+$238,966
+158.61%
0.6%
ABTDependent · Member · Spouse

Abbott Laboratories

Jun 23, 2026Filing
3,926.52$110.36$98.73
+$2,238
+0.58%
$387,665
−$45,669
−10.54%
0.6%
ABBVDependent · Member · Spouse

AbbVie Inc.

May 15, 2026Filing
1,384.32$162.18$271.36
+$6,465
+1.75%
$375,650
+$151,137
+67.32%
0.6%
TSLADependent · Member · Spouse

Tesla, Inc.

Jul 20, 2026Filing
989.71$232.61$373.70
−$4,068
−1.09%
$369,856
+$139,638
+60.65%
0.6%
METADependent · Spouse

Meta Platforms, Inc. Class A

Apr 4, 2025Filing
507.57$205.89$722.48
+$594
+0.16%
$366,712
+$262,207
+250.90%
0.6%
KEYSDependent · Member · Spouse

Keysight Technologies Inc.

Feb 5, 2026Filing
949.61$151.65$379.00
−$2,298
−0.63%
$359,903
+$215,894
+149.92%
0.5%
CLDependent · Member · Spouse

Colgate-Palmolive Company

May 27, 2026Filing
4,068.78$86.52$87.21
−$163
−0.05%
$354,838
+$2,816
+0.80%
0.5%
AMZNDependent · Member · Spouse

Amazon.com, Inc.

Sep 5, 2025Filing
1,362.37$166.98$258.61
−$1,785
−0.50%
$352,324
+$124,836
+54.88%
0.5%
CRMDependent · Member · Spouse

Salesforce, Inc.

Jul 20, 2026Filing
1,549.61$228.10$224.70
+$217
+0.06%
$348,198
−$5,275
−1.49%
0.5%
CDependent · Member · Spouse

Citigroup, Inc.

Apr 23, 2025Filing
2,721.53$49.98$127.32
−$3,266
−0.93%
$346,505
+$210,497
+154.77%
0.5%
MRVLDependent · Member

Marvell Technology, Inc.

Apr 15, 2026Filing
1,219.37$72.17$279.75
−$6,012
−1.73%
$341,119
+$253,114
+287.61%
0.5%
PWRDependent · Member · Spouse

Quanta Services, Inc.

Aug 10, 2026Filing
471.99$237.31$699.19
−$887
−0.27%
$330,012
+$218,005
+194.64%
0.5%
BWADependent · Member · Spouse

BorgWarner Inc.

Apr 23, 2025Filing
5,188.94$32.38$62.36
−$5,189
−1.58%
$323,582
+$155,572
+92.60%
0.5%
PFEDependent · Member · Spouse

Pfizer, Inc.

May 28, 2025Filing
11,408.96$30.99$27.99
−$114
−0.04%
$319,337
−$34,181
−9.67%
0.5%
FDXDependent · Member · Spouse

FedEx Corporation

May 1, 2026Filing
1,091.7$184.12$288.70
−$371
−0.12%
$315,175
+$114,166
+56.80%
0.5%
ADependent · Member · Spouse

Agilent Technologies, Inc.

Jun 20, 2026Filing
1,859.09$118.07$169.09
−$446
−0.14%
$314,353
+$94,845
+43.21%
0.5%
CVSDependent · Member · Spouse

CVS Health Corporation

May 28, 2025Filing
3,553.57$63.18$87.75
−$711
−0.23%
$311,826
+$87,313
+38.89%
0.5%
ZBHDependent · Member · Spouse

Zimmer Biomet Holdings, Inc.

May 27, 2026Filing
3,488$102.26$88.49
−$4,151
−1.33%
$308,653
−$48,023
−13.46%
0.5%
URIDependent · Member · Spouse

United Rentals, Inc.

Apr 13, 2026Filing
294.01$656.47$1,035
−$685
−0.22%
$304,332
+$111,323
+57.68%
0.5%
COFDependent · Member · Spouse

Capital One Financial Corporation

May 15, 2026Filing
1,539.1$171.86$197.50
+$2,586
+0.86%
$303,972
+$39,457
+14.92%
0.5%
WMTDependent · Spouse

Walmart Inc.

Jul 7, 2026Filing
2,755.06$66.79$108.34
+$496
+0.17%
$298,484
+$114,472
+62.21%
0.5%
KLACDependent · Member · Spouse

KLA Corporation

Feb 5, 2026Filing
1,528.22$58.46$193.70
−$4,783
−1.59%
$296,017
+$206,677
+231.34%
0.4%
DEDependent · Member · Spouse

Deere & Company

Apr 23, 2025Filing
445.46$395.12$656.29
−$258
−0.09%
$292,351
+$116,340
+66.10%
0.4%
VDependent · Spouse

Visa Inc.

Apr 13, 2026Filing
774.68$260.12$369.32
−$2,154
−0.75%
$286,104
+$84,591
+41.98%
0.4%
AVGODependent · Member · Spouse

Broadcom Inc.

Jul 20, 2026Filing
772.07$158.61$370.13
−$4,926
−1.69%
$285,765
+$163,311
+133.37%
0.4%
BAXDependent · Member · Spouse

Baxter International Inc.

May 15, 2026Filing
11,895.83$32.95$23.97
−$4,639
−1.60%
$285,143
−$106,881
−27.26%
0.4%
TERDependent · Spouse

Teradyne, Inc.

Feb 5, 2026Filing
695.87$103.47$407.00
−$3,326
−1.16%
$283,219
+$211,215
+293.34%
0.4%
KODependent · Member · Spouse

Coca-Cola Company (The)

Feb 24, 2026Filing
3,228.81$65.84$86.00
+$581
+0.21%
$277,678
+$65,105
+30.63%
0.4%
PEPDependent · Member · Spouse

PepsiCo, Inc.

Jun 16, 2026Filing
2,225.41$159.66$124.10
+$823
+0.30%
$276,173
−$79,145
−22.27%
0.4%
JNJDependent · Member · Spouse

Johnson & Johnson

Apr 13, 2026Filing
1,017.47$159.92$257.70
−$761
−0.29%
$262,204
+$99,490
+61.14%
0.4%
NOWDependent · Member · Spouse

ServiceNow, Inc.

Jul 7, 2026Filing
1,880.66$121.34$138.51
+$1,204
+0.46%
$260,490
+$32,299
+14.15%
0.4%
ADIDependent · Member · Spouse

Analog Devices, Inc.

Apr 13, 2026Filing
623.43$197.37$410.08
−$6,527
−2.49%
$255,657
+$132,609
+107.77%
0.4%
CDNSDependent · Member · Spouse

Cadence Design Systems, Inc.

May 27, 2026Filing
711.83$247.27$356.12
−$2,442
−0.95%
$253,497
+$77,486
+44.02%
0.4%
GPNDependent · Member · Spouse

Global Payments Inc.

May 27, 2026Filing
3,057.66$86.37$81.08
−$2,171
−0.87%
$247,915
−$16,161
−6.12%
0.4%
EXRDependent · Member · Spouse

Extra Space Storage Inc

Jan 22, 2026Filing
1,861.78$137.51$131.70
−$4,077
−1.64%
$245,196
−$10,820
−4.23%
0.4%
ETNDependent · Spouse

Eaton Corporation, PLC Ordinary Shares

Feb 6, 2026Filing
571.29$224.94$428.00
−$1,902
−0.77%
$244,512
+$116,006
+90.27%
0.4%
WFCDependent · Member · Spouse

Wells Fargo & Company

May 1, 2026Filing
3,043.27$60.47$80.20
−$183
−0.07%
$244,070
+$60,059
+32.64%
0.4%
TFCDependent · Member · Spouse

Truist Financial Corporation

Apr 27, 2025Filing
5,285.45$34.81$45.58
−$3,541
−1.45%
$240,911
+$56,899
+30.92%
0.4%
INCYDependent · Member · Spouse

Incyte Corp.

May 15, 2026Filing
2,007.24$63.77$113.44
+$1,425
+0.63%
$227,702
+$99,694
+77.88%
0.3%
ADSKDependent · Member · Spouse

Autodesk, Inc.

May 27, 2026Filing
963.36$217.88$235.05
+$3,632
+1.63%
$226,439
+$16,546
+7.88%
0.3%
METDependent · Member · Spouse

MetLife, Inc.

Jan 13, 2026Filing
2,354.65$82.57$95.78
−$3,249
−1.42%
$225,528
+$31,114
+16.00%
0.3%
CIDependent · Member · Spouse

The Cigna Group

Apr 24, 2026Filing
806.03$279.16$278.51
+$3,337
+1.51%
$224,486
−$525
−0.23%
0.3%
WSTDependent · Member · Spouse

West Pharmaceutical Services, Inc.

May 27, 2026Filing
610.11$288.49$366.60
+$73
+0.03%
$223,665
+$47,654
+27.07%
0.3%
URBNDependent · Spouse

Urban Outfitters, Inc.

Feb 8, 2024Filing
2,767.29$31.80$79.87
+$340
+0.15%
$221,031
+$133,025
+151.16%
0.3%
CNCDependent · Member · Spouse

Centene Corporation

Jun 23, 2025Filing
3,381.03$66.40$65.25
+$2,171
+0.99%
$220,619
−$3,893
−1.73%
0.3%
FCXDependent · Member · Spouse

Freeport-McMoRan, Inc.

Aug 3, 2026Filing
3,064.53$44.54$71.22
−$1,961
−0.89%
$218,256
+$81,749
+59.89%
0.3%
PINSDependent · Member · Spouse

Pinterest, Inc. Class A

Feb 3, 2026Filing
10,796$30.00$20.14
−$1,889
−0.86%
$217,377
−$106,503
−32.88%
0.3%
JBLDependent · Spouse

Jabil Inc.

Apr 23, 2025Filing
712.57$101.05$300.00
+$378
+0.18%
$213,770
+$141,765
+196.88%
0.3%
SYYDependent · Member · Spouse

Sysco Corporation

Jun 2, 2026Filing
2,767.47$75.16$76.79
−$1,827
−0.85%
$212,514
+$4,501
+2.16%
0.3%
PAYXDependent · Member · Spouse

Paychex, Inc.

May 27, 2026Filing
2,072.11$108.59$101.58
+$62
+0.03%
$210,485
−$14,526
−6.46%
0.3%
BIIBDependent · Member · Spouse

Biogen Inc.

May 27, 2026Filing
946.02$184.56$222.15
−$700
−0.33%
$210,159
+$35,558
+20.37%
0.3%
HUMDependent · Member · Spouse

Humana Inc.

Jul 25, 2025Filing
526.87$271.51$398.86
+$1,238
+0.59%
$210,147
+$67,095
+46.90%
0.3%
ILMNDependent · Spouse

Illumina, Inc.

Feb 25, 2025Filing
777.44$155.00$268.02
+$202
+0.10%
$208,368
+$87,862
+72.91%
0.3%
BKNGDependent · Spouse

Booking Holdings Inc.

May 15, 2026Filing
1,334.98$153.85$155.87
−$2,350
−1.12%
$208,084
+$2,702
+1.32%
0.3%
MSIDependent · Member · Spouse

Motorola Solutions, Inc.

Apr 23, 2025Filing
460.38$312.81$448.33
−$3,660
−1.74%
$206,402
+$62,393
+43.33%
0.3%
WMDependent · Member · Spouse

Waste Management, Inc.

May 27, 2026Filing
977.06$198.25$210.94
+$1,952
+0.96%
$206,100
+$12,398
+6.40%
0.3%
ISRGDependent · Member · Spouse

Intuitive Surgical, Inc.

Jul 20, 2026Filing
497.68$371.16$412.00
−$1,254
−0.61%
$205,043
+$20,323
+11.00%
0.3%
AMEDependent · Member · Spouse

AMETEK, Inc.

May 27, 2026Filing
823.15$156.12$248.62
−$4,198
−2.01%
$204,652
+$76,145
+59.25%
0.3%
SNPSDependent · Spouse

Synopsys, Inc.

Apr 13, 2026Filing
407.83$457.69$500.38
−$934
−0.46%
$204,068
+$17,409
+9.33%
0.3%
WELLDependent · Member · Spouse

Welltower Inc.

Oct 14, 2024Filing
909.41$87.97$222.35
+$1,119
+0.56%
$202,208
+$122,203
+152.74%
0.3%
KEYDependent · Member · Spouse

KeyCorp

Apr 24, 2026Filing
10,106.98$14.28$19.83
−$3,133
−1.54%
$200,421
+$56,118
+38.89%
0.3%
TDependent · Member · Spouse

AT&T Inc.

Apr 24, 2026Filing
8,163.65$19.66$24.54
+$554
+0.28%
$200,319
+$39,810
+24.80%
0.3%
ROKDependent · Member · Spouse

Rockwell Automation, Inc.

Apr 24, 2026Filing
451.91$283.26$440.28
−$732
−0.37%
$198,966
+$70,958
+55.43%
0.3%
ALBDependent · Member · Spouse

Albemarle Corporation

Feb 5, 2026Filing
1,934.5$115.80$102.75
−$6,964
−3.39%
$198,770
−$25,244
−11.27%
0.3%
LINDependent · Spouse

Linde plc Ordinary Shares

Jun 23, 2025Filing
400.05$426.79$484.13
+$60
+0.03%
$193,678
+$22,939
+13.44%
0.3%
CTVADependent · Member · Spouse

Corteva, Inc. Common Stock

May 15, 2026Filing
13,290.97$10.19$14.51
+$797
+0.42%
$192,852
+$57,393
+42.37%
0.3%
UBERDependent · Member · Spouse

Uber Technologies, Inc.

Jul 9, 2026Filing
2,821.33$63.35$68.25
−$561
−0.29%
$192,559
+$13,841
+7.74%
0.3%
HCADependent · Member · Spouse

HCA Healthcare, Inc.

Jul 20, 2026Filing
429.64$275.08$439.68
+$219
+0.12%
$188,902
+$70,718
+59.84%
0.3%
RSGDependent · Spouse

Republic Services, Inc.

May 8, 2026Filing
876.14$176.92$215.27
−$797
−0.42%
$188,607
+$33,601
+21.68%
0.3%
NETDependent · Spouse

Cloudflare, Inc. Class A

Jun 21, 2024Filing
550.78$58.10$342.43
−$297
−0.16%
$188,604
+$156,602
+489.35%
0.3%
TBBKDependent · Spouse

The Bancorp Inc

May 27, 2026Filing
3,889.56$33.04$48.12
−$50
−0.03%
$187,155
+$58,648
+45.64%
0.3%
ACNDependent · Member · Spouse

Accenture plc Class A Ordinary Shares (Ireland)

May 27, 2026Filing
930.4$292.81$196.64
+$3,014
+1.68%
$182,953
−$89,474
−32.84%
0.3%
KMBDependent · Member · Spouse

Kimberly-Clark Corporation

May 27, 2026Filing
1,892.09$118.40$96.48
−$549
−0.30%
$182,549
−$41,465
−18.51%
0.3%
ORCLDependent · Member · Spouse

Oracle Corporation

Jul 20, 2026Filing
1,280.29$124.98$142.41
−$1,472
−0.80%
$182,326
+$22,316
+13.95%
0.3%
CARRDependent · Member · Spouse

Carrier Global Corporation Common Stock

Aug 24, 2026Filing
3,310.57$55.58$55.00
−$3,642
−1.96%
$182,081
−$1,930
−1.05%
0.3%
IDXXDependent · Member · Spouse

IDEXX Laboratories, Inc.

May 27, 2026Filing
355.11$428.07$506.67
−$3,104
−1.70%
$179,923
+$27,913
+18.36%
0.3%
MCKDependent · Member · Spouse

McKesson Corporation

May 27, 2026Filing
194.07$494.70$923.06
+$2,470
+1.40%
$179,138
+$83,132
+86.59%
0.3%
FTVDependent · Member · Spouse

Fortive Corporation Common Stock

Sep 29, 2025Filing
3,146.92$50.85$56.52
−$4,311
−2.37%
$177,864
+$17,854
+11.16%
0.3%
PENNDependent · Member · Spouse

PENN Entertainment, Inc.

Jun 25, 2025Filing
11,314.27$17.65$15.72
−$2,150
−1.19%
$177,860
−$21,789
−10.91%
0.3%
EXPEDependent · Member · Spouse

Expedia Group, Inc.

May 15, 2026Filing
681.69$129.10$258.00
−$586
−0.33%
$175,876
+$87,870
+99.85%
0.3%
DGDependent · Member · Spouse

Dollar General Corporation

Jul 20, 2026Filing
1,440.73$105.51$122.06
−$1,745
−0.98%
$175,854
+$23,845
+15.69%
0.3%
NSCDependent · Member · Spouse

Norfolk Southern Corporation

Jun 23, 2025Filing
555.64$230.38$313.20
−$1,728
−0.98%
$174,026
+$46,018
+35.95%
0.3%
ADBEDependent · Member · Spouse

Adobe Inc.

Apr 24, 2026Filing
745.91$394.79$232.77
−$3,991
−2.25%
$173,624
−$120,855
−41.04%
0.3%
FDependent · Member · Spouse

Ford Motor Company

May 27, 2026Filing
14,328.67$11.35$12.07
−$716
−0.41%
$172,947
+$10,324
+6.35%
0.3%
NTAPDependent · Member · Spouse

NetApp, Inc.

Apr 25, 2025Filing
734.65$87.12$235.23
−$395
−0.23%
$172,812
+$108,808
+170.00%
0.3%
AMPDependent · Member · Spouse

Ameriprise Financial, Inc.

May 27, 2026Filing
348$436.80$490.56
−$2,105
−1.22%
$170,717
+$18,707
+12.31%
0.3%
MADependent · Member · Spouse

Mastercard Incorporated

Mar 30, 2026Filing
300.8$408.92$567.35
−$815
−0.48%
$170,660
+$47,656
+38.74%
0.3%
KKRDependent · Member · Spouse

KKR & Co. Inc.

Apr 24, 2026Filing
1,899.61$81.93$89.28
−$741
−0.43%
$169,597
+$13,956
+8.97%
0.3%
MDLZDependent · Member · Spouse

Mondelez International, Inc. Class A

May 15, 2026Filing
2,838.18$65.01$59.37
−$39
−0.02%
$168,492
−$16,018
−8.68%
0.3%
AXTADependent · Member · Spouse

Axalta Coating Systems Ltd. Common Shares

May 26, 2026Filing
5,098.47$33.14$32.79
−$3,110
−1.83%
$167,179
−$1,760
−1.04%
0.3%
CCLDependent · Member · Spouse

Carnival Corporation Ltd. Common Shares

May 27, 2026Filing
6,368.2$15.08$26.15
−$2,738
−1.62%
$166,528
+$70,522
+73.46%
0.3%
ROSTDependent · Member · Spouse

Ross Stores, Inc.

May 15, 2026Filing
737.82$142.83$225.53
+$974
+0.59%
$166,401
+$61,014
+57.90%
0.3%
SHWDependent · Member · Spouse

Sherwin-Williams Company (The)

May 15, 2026Filing
520.6$291.99$317.93
+$1,525
+0.93%
$165,515
+$13,505
+8.88%
0.3%
MODependent · Member · Spouse

Altria Group, Inc.

Mar 3, 2026Filing
2,357.19$47.52$69.57
+$448
+0.27%
$163,990
+$51,983
+46.41%
0.2%
ANETDependent · Member · Spouse

Arista Networks, Inc.

May 15, 2026Filing
753.65$84.93$215.83
+$354
+0.22%
$162,661
+$98,657
+154.14%
0.2%
LOWDependent · Member · Spouse

Lowe's Companies, Inc.

Aug 24, 2026Filing
885.45$229.19$181.21
−$292
−0.18%
$160,452
−$42,485
−20.94%
0.2%
UALDependent · Member · Spouse

United Airlines Holdings, Inc.

May 1, 2026Filing
1,473.18$54.31$108.59
−$2,328
−1.43%
$159,973
+$79,968
+99.95%
0.2%
PRUDependent · Member · Spouse

Prudential Financial, Inc.

Mar 30, 2026Filing
1,423.35$107.15$112.36
−$1,680
−1.04%
$159,928
+$7,420
+4.87%
0.2%
ABNBDependent · Spouse

Airbnb, Inc. Class A

Feb 17, 2026Filing
993.69$129.93$160.63
+$238
+0.15%
$159,616
+$30,510
+23.63%
0.2%
ULTADependent · Spouse

Ulta Beauty, Inc.

Apr 13, 2026Filing
291.57$411.59$545.99
+$149
+0.09%
$159,193
+$39,186
+32.65%
0.2%
CMGDependent · Member · Spouse

Chipotle Mexican Grill, Inc.

May 27, 2026Filing
5,115.23$40.67$30.77
−$665
−0.42%
$157,396
−$50,617
−24.33%
0.2%
FASTDependent · Member · Spouse

Fastenal Company

Jul 20, 2026Filing
3,117.76$33.36$49.88
+$156
+0.10%
$155,514
+$51,508
+49.52%
0.2%
APDDependent · Spouse

Air Products and Chemicals, Inc.

Jul 20, 2026Filing
557.17$258.47$278.12
−$1,605
−1.02%
$154,960
+$10,951
+7.60%
0.2%
EMRDependent · Member · Spouse

Emerson Electric Company

May 27, 2026Filing
973.81$106.80$158.65
−$555
−0.36%
$154,495
+$50,489
+48.54%
0.2%
FDSDependent · Member · Spouse

FactSet Research Systems Inc.

Aug 19, 2026Filing
565.57$282.92$272.78
+$435
+0.28%
$154,277
−$5,733
−3.58%
0.2%
DDOGDependent · Member

Datadog, Inc. Class A

Mar 30, 2026Filing
569.98$120.40$270.00
−$764
−0.49%
$153,895
+$85,270
+124.26%
0.2%
SMCIDependent · Member · Spouse

Super Micro Computer, Inc.

Jul 20, 2026Filing
3,406.16$37.58$44.94
+$5,041
+3.41%
$153,073
+$25,065
+19.58%
0.2%
AMGNDependent · Member · Spouse

Amgen Inc.

Apr 9, 2025Filing
369.48$281.49$413.08
+$3,872
+2.60%
$152,625
+$48,618
+46.75%
0.2%
ELVDependent · Member · Spouse

Elevance Health, Inc.

Apr 13, 2026Filing
373.51$386.90$404.31
+$1,576
+1.05%
$151,012
+$6,504
+4.50%
0.2%
SPGIDependent · Member · Spouse

S&P Global Inc.

May 27, 2026Filing
380.64$400.66$395.65
+$179
+0.12%
$150,601
−$1,907
−1.25%
0.2%
PNCDependent · Spouse

PNC Financial Services Group, Inc. (The)

May 15, 2026Filing
683.56$164.59$217.04
−$465
−0.31%
$148,361
+$35,855
+31.87%
0.2%
TMUSDependent · Member · Spouse

T-Mobile US, Inc.

May 27, 2026Filing
882.97$183.10$167.60
−$44
−0.03%
$147,985
−$13,687
−8.47%
0.2%
PLDDependent · Member · Spouse

Prologis, Inc.

Feb 5, 2026Filing
1,173.02$109.13$125.83
−$1,724
−1.15%
$147,601
+$19,593
+15.31%
0.2%
FITBDependent · Member · Spouse

Fifth Third Bancorp

Apr 24, 2026Filing
2,896.68$30.55$50.25
+$377
+0.26%
$145,558
+$57,054
+64.46%
0.2%
GPCDependent · Spouse

Genuine Parts Company

May 27, 2026Filing
1,134.76$134.37$125.41
−$2,235
−1.55%
$142,310
−$10,164
−6.67%
0.2%
TRVDependent · Member · Spouse

The Travelers Companies, Inc.

Feb 24, 2026Filing
396.22$201.92$359.04
−$622
−0.44%
$142,259
+$62,254
+77.81%
0.2%
CBREDependent · Member · Spouse

CBRE Group Inc Common Stock Class A

Jul 7, 2026Filing
1,107.64$93.90$127.56
−$3,434
−2.37%
$141,291
+$37,285
+35.85%
0.2%
PYPLDependent · Member · Spouse

PayPal Holdings, Inc.

Jul 20, 2026Filing
2,576.7$62.63$54.74
−$541
−0.38%
$141,049
−$20,339
−12.60%
0.2%
NXPIDependent · Spouse

NXP Semiconductors N.V.

May 28, 2025Filing
607$211.90$231.19
−$2,444
−1.71%
$140,335
+$11,713
+9.11%
0.2%
EBAYDependent · Member · Spouse

eBay Inc.

Apr 13, 2026Filing
1,296.94$55.90$107.96
+$467
+0.33%
$140,018
+$67,515
+93.12%
0.2%
CAHDependent · Member · Spouse

Cardinal Health, Inc.

Oct 14, 2024Filing
595.15$94.10$232.16
−$762
−0.55%
$138,169
+$82,166
+146.72%
0.2%
IQVDependent · Spouse

IQVIA Holdings, Inc.

May 15, 2026Filing
530.63$180.93$258.67
+$297
+0.22%
$137,257
+$41,251
+42.97%
0.2%
UNPDependent · Member · Spouse

Union Pacific Corporation

May 28, 2025Filing
500.89$218.85$273.18
−$751
−0.55%
$136,833
+$27,216
+24.83%
0.2%
CSXDependent · Spouse

CSX Corporation

May 1, 2026Filing
2,920.69$32.87$46.81
−$2,015
−1.45%
$136,718
+$40,712
+42.41%
0.2%
AJGDependent · Member · Spouse

Arthur J. Gallagher & Co.

May 15, 2026Filing
602.01$240.87$227.10
−$1,656
−1.20%
$136,717
−$8,289
−5.72%
0.2%
MRSHDependent · Member · Spouse

Marsh

Jan 13, 2026Filing
783.4$195.19$173.66
+$1,504
+1.12%
$136,046
−$16,870
−11.03%
0.2%
VYXDependent · Member · Spouse

NCR Voyix Corporation

May 12, 2026Filing
20,124.67$11.53$6.73
+$402
+0.30%
$135,439
−$96,575
−41.62%
0.2%
GWWDependent · Member · Spouse

W.W. Grainger, Inc.

Nov 3, 2025Filing
107.2$820.92$1,261
−$228
−0.17%
$135,224
+$47,219
+53.65%
0.2%
IRDependent · Spouse

Ingersoll Rand Inc.

May 1, 2026Filing
1,755.51$72.92$77.00
−$421
−0.31%
$135,174
+$7,166
+5.60%
0.2%
KMXDependent · Spouse

CarMax Inc

Jun 23, 2025Filing
2,535.45$68.58$53.28
−$5,096
−3.64%
$135,089
−$38,800
−22.31%
0.2%
LITEDependent · Spouse

Lumentum Holdings Inc.

May 16, 2026Filing
123.56$327.79$1,088
−$2,804
−2.04%
$134,477
+$93,976
+232.03%
0.2%
TROWDependent · Member · Spouse

T. Rowe Price Group, Inc.

May 19, 2025Filing
1,288.85$105.53$103.70
−$477
−0.36%
$133,653
−$2,355
−1.73%
0.2%
KRDependent · Member · Spouse

Kroger Company (The)

Feb 24, 2026Filing
2,202.1$50.86$59.59
+$749
+0.57%
$131,223
+$19,216
+17.16%
0.2%
GRMNDependent · Member · Spouse

Garmin Ltd. Common Stock (Switzerland)

Jul 20, 2026Filing
472.86$139.74$276.16
−$1,442
−1.09%
$130,586
+$64,509
+97.63%
0.2%
KDPDependent · Member · Spouse

Keurig Dr Pepper Inc.

Mar 10, 2026Filing
4,263.23$31.90$30.54
−$2,515
−1.90%
$130,199
−$5,809
−4.27%
0.2%
ALGNDependent · Member · Spouse

Align Technology, Inc.

Apr 13, 2026Filing
928.32$233.23$139.87
−$1,467
−1.12%
$129,844
−$86,668
−40.03%
0.2%
GILDDependent · Spouse

Gilead Sciences, Inc.

Jul 20, 2026Filing
878.9$81.93$146.72
−$114
−0.09%
$128,952
+$56,947
+79.09%
0.2%
TECHDependent · Spouse

Bio-Techne Corp

Apr 13, 2026Filing
1,775.93$67.57$72.53
+$178
+0.14%
$128,808
+$8,801
+7.33%
0.2%
NKEDependent · Member · Spouse

Nike, Inc.

May 15, 2026Filing
3,738.4$74.65$34.22
−$523
−0.41%
$127,928
−$151,143
−54.16%
0.2%
EFXDependent · Member · Spouse

Equifax, Inc.

May 15, 2026Filing
904.64$204.16$140.79
−$1,529
−1.19%
$127,364
−$57,322
−31.04%
0.2%
CFGDependent · Member · Spouse

Citizens Financial Group, Inc.

Apr 24, 2026Filing
2,012.16$31.81$63.07
−$2,052
−1.59%
$126,907
+$62,903
+98.28%
0.2%
CTASDependent · Member · Spouse

Cintas Corporation

Apr 24, 2026Filing
639.61$150.10$197.25
+$38
+0.03%
$126,162
+$30,156
+31.41%
0.2%
AZODependent · Member · Spouse

AutoZone, Inc.

Jul 20, 2026Filing
44.22$2,895$2,846
−$2,313
−1.80%
$125,864
−$2,144
−1.68%
0.2%
PPGDependent · Member · Spouse

PPG Industries, Inc.

Apr 13, 2026Filing
1,189.1$121.11$105.08
−$1,712
−1.35%
$124,950
−$19,059
−13.23%
0.2%
RVTYDependent · Member · Spouse

Revvity, Inc.

Apr 13, 2026Filing
805.95$97.68$153.60
+$242
+0.20%
$123,795
+$45,066
+57.24%
0.2%
AVYDependent · Spouse

Avery Dennison Corporation

May 27, 2026Filing
735.52$174.71$166.97
−$1,089
−0.88%
$122,811
−$5,696
−4.43%
0.2%
HPQDependent · Member · Spouse

HP Inc.

Apr 13, 2026Filing
3,819.92$27.23$32.13
−$420
−0.34%
$122,734
+$18,728
+18.01%
0.2%
TTWODependent · Member · Spouse

Take-Two Interactive Software, Inc.

Jan 10, 2023Filing
598.99$109.54$204.30
+$174
+0.14%
$122,374
+$56,760
+86.51%
0.2%
LENDependent · Member · Spouse

Lennar Corporation Class A

Aug 24, 2026Filing
1,603.33$109.78$75.60
−$850
−0.70%
$121,212
−$54,799
−31.13%
0.2%
VMCDependent · Member · Spouse

Vulcan Materials Company (Holding Company)

Apr 24, 2026Filing
495.97$241.96$244.13
−$2,341
−1.90%
$121,081
+$1,074
+0.89%
0.2%
NFLXDependent · Spouse

Netflix, Inc.

Jun 23, 2026Filing
1,719.08$60.50$69.97
+$464
+0.39%
$120,284
+$16,277
+15.65%
0.2%
INVHDependent · Member · Spouse

Invitation Homes Inc.

Apr 13, 2026Filing
4,637.75$31.05$25.86
−$2,458
−2.01%
$119,932
−$24,077
−16.72%
0.2%
NDSNDependent · Member · Spouse

Nordson Corporation

Apr 15, 2025Filing
363.83$219.90$327.69
−$2,376
−1.95%
$119,224
+$39,219
+49.02%
0.2%
CORDependent · Spouse

Cencora, Inc.

Feb 25, 2025Filing
377.55$233.10$315.04
−$502
−0.42%
$118,943
+$30,937
+35.15%
0.2%
AFLDependent · Member · Spouse

AFLAC Incorporated

Mar 23, 2026Filing
1,048.43$91.57$112.74
−$933
−0.78%
$118,200
+$22,194
+23.12%
0.2%
COSTMember · Spouse

Costco Wholesale Corporation

Jan 11, 2023Filing
124.73$452.98$940.27
+$573
+0.49%
$117,284
+$60,782
+107.58%
0.2%
SNOWDependent · Member · Spouse

Snowflake Inc.

Oct 22, 2024Filing
350.37$137.00$332.10
−$263
−0.23%
$116,359
+$68,356
+142.40%
0.2%
SCHWDependent · Spouse

Charles Schwab Corporation (The)

May 23, 2023Filing
1,204.83$60.59$95.64
+$72
+0.06%
$115,230
+$42,229
+57.85%
0.2%
ECLDependent · Member · Spouse

Ecolab Inc.

May 15, 2026Filing
412.63$232.67$279.00
+$371
+0.32%
$115,123
+$19,117
+19.91%
0.2%
ITDependent · Member · Spouse

Gartner, Inc.

May 5, 2026Filing
612.42$235.15$185.77
+$521
+0.46%
$113,769
−$30,240
−21.00%
0.2%
CMEDependent · Spouse

CME Group Inc. Class A

Oct 11, 2024Filing
420.14$189.36$270.27
+$38
+0.03%
$113,551
+$33,993
+42.73%
0.2%
PCARDependent · Member · Spouse

PACCAR Inc.

Apr 24, 2026Filing
1,051.12$98.95$106.39
−$494
−0.44%
$111,829
+$7,822
+7.52%
0.2%
PGDependent · Member

Procter & Gamble Company (The)

Dec 5, 2025Filing
753.31$149.79$147.63
−$143
−0.13%
$111,211
−$1,623
−1.44%
0.2%
PTCDependent · Member · Spouse

PTC Inc.

Jul 20, 2026Filing
572.61$139.72$192.37
−$704
−0.64%
$110,154
+$30,149
+37.68%
0.2%
CARTDependent · Member · Spouse

Maplebear Inc.

Feb 25, 2026Filing
2,412.34$36.48$45.21
−$627
−0.57%
$109,062
+$21,057
+23.93%
0.2%
PSADependent · Member · Spouse

Public Storage

May 27, 2026Filing
380.94$273.02$281.99
−$1,470
−1.35%
$107,422
+$3,415
+3.28%
0.2%
TFXDependent · Member · Spouse

Teleflex Incorporated

Feb 19, 2025Filing
851.1$262.02$124.48
−$221
−0.21%
$105,945
−$117,058
−52.49%
0.2%
DXCMDependent · Member · Spouse

DexCom, Inc.

May 15, 2026Filing
1,235.17$71.25$84.24
−$74
−0.07%
$104,051
+$16,045
+18.23%
0.2%
DALDependent · Spouse

Delta Air Lines, Inc.

May 27, 2026Filing
1,258.22$44.51$82.11
−$1,082
−1.04%
$103,312
+$47,309
+84.47%
0.2%
XYLDependent · Member · Spouse

Xylem Inc. Common Stock New

May 27, 2026Filing
1,009.42$110.96$102.20
+$384
+0.37%
$103,162
−$8,845
−7.90%
0.2%
DOVDependent · Member · Spouse

Dover Corporation

Nov 19, 2025Filing
542.86$162.11$188.29
−$1,949
−1.87%
$102,215
+$14,210
+16.15%
0.2%
GISDependent · Member · Spouse

General Mills, Inc.

Sep 29, 2025Filing
3,150.73$60.38$31.87
+$315
+0.31%
$100,414
−$89,839
−47.22%
0.2%
LLYDependent · Spouse

Eli Lilly and Company

Nov 7, 2025Filing
84.14$811.52$1,189
+$2,628
+2.70%
$100,023
+$31,739
+46.48%
0.2%
COHRMember · Spouse

Coherent Corp.

Oct 17, 2025Filing
293.86$51.46$334.10
−$1,252
−1.26%
$98,178
+$83,055
+549.22%
0.1%
TPRDependent · Spouse

Tapestry, Inc.

Aug 2, 2024Filing
865.2$36.99$113.00
−$363
−0.37%
$97,767
+$65,765
+205.50%
0.1%
SYFDependent · Member · Spouse

Synchrony Financial

May 27, 2026Filing
1,342.33$47.68$71.52
−$550
−0.57%
$96,003
+$31,999
+50.00%
0.1%
VICIDependent · Member · Spouse

VICI Properties Inc.

Feb 24, 2026Filing
4,232.94$30.11$22.64
−$381
−0.40%
$95,834
−$31,612
−24.80%
0.1%
MGMDependent · Member · Spouse

MGM Resorts International

Mar 12, 2025Filing
3,191.82$35.25$29.99
−$32
−0.03%
$95,723
−$16,783
−14.92%
0.1%
KHCDependent · Member · Spouse

The Kraft Heinz Company

Apr 13, 2026Filing
4,298.62$31.64$22.08
+$430
+0.45%
$94,914
−$41,095
−30.22%
0.1%
BALLDependent · Member · Spouse

Ball Corporation

May 27, 2026Filing
1,643.85$56.44$57.48
+$82
+0.09%
$94,488
+$1,704
+1.84%
0.1%
ROPDependent · Member · Spouse

Roper Technologies, Inc.

Jan 13, 2026Filing
261.66$484.29$358.56
−$3
0.00%
$93,822
−$32,899
−25.96%
0.1%
STLDDependent · Spouse

Steel Dynamics, Inc.

Mar 6, 2025Filing
400.54$119.84$234.10
+$4
0.00%
$93,767
+$45,764
+95.34%
0.1%
IPDependent · Member · Spouse

International Paper Company

May 1, 2026Filing
2,933.41$41.53$31.86
+$117
+0.13%
$93,458
−$28,372
−23.29%
0.1%
ODependent · Member · Spouse

Realty Income Corporation

Feb 24, 2026Filing
1,750.78$54.84$53.30
−$93
−0.10%
$93,311
−$2,695
−2.81%
0.1%
DASHDependent · Spouse

DoorDash, Inc. Class A

May 27, 2026Filing
485.02$82.48$191.20
−$19
−0.02%
$92,736
+$52,733
+131.82%
0.1%
HSYDependent · Member · Spouse

The Hershey Company

Jan 17, 2025Filing
573.37$195.35$160.34
−$264
−0.29%
$91,935
−$20,072
−17.92%
0.1%
HASDependent · Member · Spouse

Hasbro, Inc.

May 28, 2025Filing
1,011.73$63.26$90.75
−$283
−0.31%
$91,815
+$27,811
+43.45%
0.1%
WDAYDependent · Member · Spouse

Workday, Inc. Class A

Jul 7, 2026Filing
485.28$181.35$186.30
+$990
+1.11%
$90,408
+$2,403
+2.73%
0.1%
ACGLDependent · Member · Spouse

Arch Capital Group Ltd.

May 15, 2026Filing
941.21$93.50$94.33
−$461
−0.52%
$88,784
+$779
+0.88%
0.1%
LEADependent · Member · Spouse

Lear Corporation

Oct 23, 2024Filing
739.58$118.99$119.63
−$1,753
−1.94%
$88,475
+$470
+0.53%
0.1%
JPMDependent · Spouse

JP Morgan Chase & Co.

May 27, 2025Filing
265.74$210.75$329.58
−$452
−0.51%
$87,581
+$31,578
+56.38%
0.1%
VLTODependent · Spouse

Veralto Corp Common Stock

Jun 23, 2025Filing
914.27$87.51$95.73
−$658
−0.75%
$87,523
+$7,518
+9.40%
0.1%
LVSDependent · Member · Spouse

Las Vegas Sands Corp.

May 15, 2026Filing
2,368.88$43.91$35.59
−$521
−0.61%
$84,309
−$19,698
−18.94%
0.1%
HSICDependent · Member · Spouse

Henry Schein, Inc.

Jan 29, 2026Filing
1,004.72$71.67$83.66
−$1,186
−1.39%
$84,054
+$12,050
+16.74%
0.1%
KVUEDependent · Member · Spouse

Kenvue Inc.

Jan 17, 2025Filing
4,737.52$19.69$17.51
−$95
−0.11%
$82,954
−$10,342
−11.08%
0.1%
LUVDependent · Member · Spouse

Southwest Airlines Company

Apr 23, 2025Filing
1,983.8$28.23$41.68
−$79
−0.10%
$82,685
+$26,681
+47.64%
0.1%
MOSDependent · Member · Spouse

Mosaic Company (The)

Jul 20, 2026Filing
4,122.16$30.49$20.02
+$206
+0.25%
$82,526
−$43,160
−34.34%
0.1%
HPEDependent · Spouse

Hewlett Packard Enterprise Company

Nov 3, 2022Filing
1,151.21$13.90$71.10
−$1,140
−1.37%
$81,851
+$65,850
+411.54%
0.1%
FOXADependent · Spouse

Fox Corporation Class A

Apr 26, 2024Filing
1,275.13$31.37$63.03
+$1,211
+1.53%
$80,371
+$40,369
+100.92%
0.1%
LULUDependent · Member · Spouse

lululemon athletica inc.

Jul 20, 2026Filing
879.86$263.69$91.30
−$510
−0.63%
$80,331
−$151,683
−65.38%
0.1%
TELDependent · Spouse

TE Connectivity plc Ordinary Shares

Feb 19, 2025Filing
368$130.44$215.83
−$1,354
−1.68%
$79,425
+$31,422
+65.46%
0.1%
HUBBDependent · Spouse

Hubbell Inc

Jul 7, 2026Filing
165.38$387.02$473.99
−$235
−0.30%
$78,387
+$14,383
+22.47%
0.1%
DOWDependent · Member · Spouse

Dow Inc. Common Stock

Mar 10, 2026Filing
2,757.77$41.10$28.19
+$1,146
+1.50%
$77,730
−$35,623
−31.43%
0.1%
AMCRDependent · Member · Spouse

Amcor plc Ordinary Shares

May 15, 2026Filing
1,862.23$47.26$41.26
−$950
−1.22%
$76,836
−$11,170
−12.69%
0.1%
SNADependent · Member · Spouse

Snap-On Incorporated

Feb 19, 2025Filing
209.99$266.70$365.53
+$1,184
+1.57%
$76,757
+$20,754
+37.06%
0.1%
DOCDependent · Member · Spouse

Healthpeak Properties, Inc.

May 1, 2026Filing
4,071.11$19.65$18.67
+$41
+0.05%
$76,008
−$3,997
−5.00%
0.1%
ALLMember · Spouse

Allstate Corporation (The)

Apr 3, 2023Filing
336.46$118.89$223.95
−$108
−0.14%
$75,349
+$35,347
+88.36%
0.1%
MSCIDependent · Member · Spouse

MSCI Inc.

Sep 29, 2025Filing
135.91$529.79$552.92
−$335
−0.44%
$75,148
+$3,144
+4.37%
0.1%
PAYCDependent · Spouse

Paycom Software, Inc.

Feb 24, 2026Filing
335.96$154.98$223.58
+$383
+0.51%
$75,114
+$23,048
+44.27%
0.1%
CPRTDependent · Member · Spouse

Copart, Inc. (DE)

May 2, 2026Filing
2,769.88$46.21$26.65
−$471
−0.63%
$73,817
−$54,191
−42.33%
0.1%
SYKDependent · Member · Spouse

Stryker Corporation

May 27, 2026Filing
266.94$350.77$276.00
+$160
+0.22%
$73,675
−$19,960
−21.32%
0.1%
CZRDependent · Member · Spouse

Caesars Entertainment, Inc.

Nov 3, 2025Filing
2,475.89$32.31$29.49
−$396
−0.54%
$73,014
−$6,991
−8.74%
0.1%
NUEDependent · Member · Spouse

Nucor Corporation

May 19, 2025Filing
296.63$134.86$245.40
−$309
−0.42%
$72,793
+$32,791
+81.97%
0.1%
SWKSDependent · Spouse

Skyworks Solutions, Inc.

Apr 23, 2025Filing
872.75$82.50$83.24
−$166
−0.23%
$72,648
+$643
+0.89%
0.1%
CHDDependent · Member · Spouse

Church & Dwight Company, Inc.

Nov 10, 2025Filing
749.97$96.01$96.75
+$157
+0.22%
$72,560
+$555
+0.77%
0.1%
APTVDependent · Member · Spouse

Aptiv PLC Ordinary Shares

May 15, 2026Filing
1,625.98$68.86$44.22
−$813
−1.12%
$71,901
−$40,058
−35.78%
0.1%
GENIDependent · Member · Spouse

Genius Sports Limited Ordinary Shares

Apr 14, 2026Filing
11,301.22$5.66$6.34
+$1,356
+1.93%
$71,650
+$7,646
+11.95%
0.1%
YUMDependent · Member · Spouse

Yum! Brands, Inc.

May 27, 2026Filing
507.26$141.95$140.25
−$51
−0.07%
$71,144
−$861
−1.20%
0.1%
LHDependent · Spouse

Labcorp Holdings Inc.

Jan 6, 2025Filing
226.61$211.83$311.90
−$16
−0.02%
$70,680
+$22,677
+47.24%
0.1%
COINDependent · Member · Spouse

Coinbase Global, Inc. Class A

Aug 10, 2026Filing
388.02$185.57$179.36
−$2,476
−3.43%
$69,596
−$2,408
−3.34%
0.1%
WYDependent · Spouse

Weyerhaeuser Company

Jan 5, 2026Filing
3,703.91$27.62$18.62
+$185
+0.27%
$68,967
−$33,353
−32.60%
0.1%
FERGDependent · Member · Spouse

Ferguson Enterprises Inc.

Jul 9, 2025Filing
316.04$177.21$215.06
−$2,614
−3.70%
$67,967
+$11,963
+21.36%
0.1%
ITWDependent · Member · Spouse

Illinois Tool Works Inc.

May 15, 2026Filing
257.16$249.47$261.15
−$1,540
−2.24%
$67,157
+$3,004
+4.68%
0.1%
ENPHDependent · Member · Spouse

Enphase Energy, Inc.

May 28, 2025Filing
2,005.33$95.75$33.24
−$521
−0.78%
$66,657
−$125,355
−65.28%
0.1%
MTBDependent · Spouse

M&T Bank Corporation

Apr 15, 2025Filing
304.71$157.54$216.63
−$643
−0.96%
$66,009
+$18,006
+37.51%
0.1%
MPCMember

Marathon Petroleum Corporation

Aug 2, 2019Filing
149.21$53.62$442.26
+$1,477
+2.29%
$65,988
+$57,988
+724.80%
0.1%
ZTSDependent · Member · Spouse

Zoetis Inc. Class A

Jun 16, 2026Filing
921.62$137.73$71.45
−$92
−0.14%
$65,850
−$61,083
−48.12%
0.1%
AMTDependent · Member · Spouse

American Tower Corporation (REIT)

Apr 4, 2025Filing
395.16$223.97$166.18
+$553
+0.85%
$65,668
−$22,836
−25.80%
0.1%
WRBDependent · Member · Spouse

W.R. Berkley Corporation

Jan 22, 2025Filing
941.23$51.00$69.73
+$75
+0.11%
$65,632
+$17,629
+36.73%
0.1%
IVZDependent · Spouse

Invesco Ltd

Apr 23, 2025Filing
2,137.7$14.97$30.50
+$257
+0.39%
$65,200
+$33,198
+103.74%
0.1%
RMDDependent · Spouse

ResMed Inc.

Apr 24, 2026Filing
284.99$198.03$225.98
+$1,508
+2.40%
$64,403
+$7,965
+14.11%
0.1%
CEGDependent · Spouse

Constellation Energy Corporation Common Stock

Jun 16, 2026Filing
214.1$261.58$299.59
−$173
−0.27%
$64,141
+$8,138
+14.53%
0.1%
VTRSDependent · Member · Spouse

Viatris Inc.

May 27, 2026Filing
3,594.45$11.13$17.49
−$180
−0.29%
$62,867
+$22,864
+57.16%
0.1%
SWKDependent · Member · Spouse

Stanley Black & Decker, Inc.

Apr 24, 2026Filing
700.74$79.92$88.31
−$1,177
−1.87%
$61,883
+$5,879
+10.50%
0.1%
CMCSADependent · Member · Spouse

Comcast Corporation Class A

Nov 9, 2022Filing
2,907.44$33.19$20.94
−$843
−1.37%
$60,882
−$35,623
−36.91%
0.1%
CSGPDependent · Member · Spouse

CoStar Group, Inc.

May 4, 2026Filing
2,202.8$69.61$27.58
−$44
−0.07%
$60,753
−$92,588
−60.38%
0.1%
RLDependent · Spouse

Ralph Lauren Corporation

Nov 15, 2024Filing
167.98$142.88$361.14
−$1,265
−2.04%
$60,664
+$36,662
+152.75%
0.1%
MDBDependent · Spouse

MongoDB, Inc. Class A

Mar 19, 2025Filing
168.29$237.70$360.00
−$510
−0.83%
$60,584
+$20,582
+51.45%
0.1%
HRLDependent · Member · Spouse

Hormel Foods Corporation

Mar 10, 2026Filing
3,086.52$31.10$19.60
+$154
+0.26%
$60,496
−$35,510
−36.99%
0.1%
BLDRDependent · Member · Spouse

Builders FirstSource, Inc.

May 27, 2026Filing
1,105.01$108.60$53.55
−$2,950
−4.75%
$59,173
−$60,834
−50.69%
0.1%
BLKDependent · Spouse

BlackRock, Inc.

Apr 4, 2025Filing
54.69$731.50$1,070
−$535
−0.91%
$58,493
+$18,491
+46.22%
0.1%
PODDDependent · Member · Spouse

Insulet Corporation

May 27, 2026Filing
426.67$209.50$134.30
−$26
−0.04%
$57,301
−$32,087
−35.90%
0.1%
CPAYDependent · Spouse

Corpay, Inc.

Apr 13, 2026Filing
141.75$292.97$402.43
−$618
−1.07%
$57,044
+$15,515
+37.36%
0.1%
BRODependent · Member · Spouse

Brown & Brown, Inc.

Apr 24, 2026Filing
923.95$81.04$61.72
+$693
+1.23%
$57,026
−$17,847
−23.84%
0.1%
CHWYDependent · Spouse

Chewy, Inc. Class A

Aug 13, 2026Filing
3,122.89$23.06$18.22
+$250
+0.44%
$56,899
−$15,105
−20.98%
0.1%
RFDependent · Spouse

Regions Financial Corporation

Feb 2, 2023Filing
2,117.1$22.91$26.70
−$741
−1.29%
$56,527
+$8,025
+16.55%
0.1%
EXCSpouse

Exelon Corporation

Sep 9, 2024Filing
1,356.35$35.76$41.58
+$122
+0.22%
$56,397
+$7,895
+16.28%
0.1%
FSLRDependent · Member · Spouse

First Solar, Inc.

Apr 23, 2025Filing
306.71$182.60$179.49
−$196
−0.36%
$55,051
−$953
−1.70%
0.1%
HOODDependent · Member · Spouse

Robinhood Markets, Inc. Class A

Apr 24, 2026Filing
504.99$95.06$107.99
−$768
−1.39%
$54,534
+$6,531
+13.60%
0.1%
POOLDependent · Member · Spouse

Pool Corporation

May 27, 2026Filing
350.28$296.93$154.14
−$1,436
−2.59%
$53,991
−$50,015
−48.09%
0.1%
HSTDependent · Spouse

Host Hotels & Resorts, Inc.

May 28, 2025Filing
2,431.88$16.45$22.20
−$97
−0.18%
$53,988
+$13,985
+34.96%
0.1%
SPGDependent · Member · Spouse

Simon Property Group, Inc.

Jul 25, 2025Filing
273.19$146.43$197.59
−$1,134
−2.06%
$53,980
+$13,977
+34.94%
0.1%
BSXDependent · Spouse

Boston Scientific Corporation

Mar 6, 2025Filing
1,288.49$43.85$41.58
−$786
−1.45%
$53,576
−$2,926
−5.18%
0.1%
DRIDependent · Spouse

Darden Restaurants, Inc.

Apr 13, 2026Filing
262.57$160.68$201.01
−$559
−1.05%
$52,779
+$10,590
+25.10%
0.1%
FFIVDependent · Spouse

F5, Inc.

Feb 24, 2026Filing
112.74$212.89$468.00
+$152
+0.29%
$52,762
+$28,761
+119.83%
0.1%
UDRDependent · Member · Spouse

UDR, Inc.

Apr 13, 2026Filing
1,572.87$35.84$33.47
+$236
+0.45%
$52,644
−$3,730
−6.62%
0.1%
PSXDependent · Member

Phillips 66

Mar 21, 2025Filing
189.1$126.93$273.44
+$344
+0.67%
$51,706
+$27,705
+115.43%
0.1%
ESTCDependent · Spouse

Elastic N.V. Ordinary Shares

Jun 21, 2024Filing
557.57$71.74$92.29
−$454
−0.87%
$51,455
+$11,453
+28.63%
0.1%
TYLDependent · Spouse

Tyler Technologies, Inc.

Apr 13, 2026Filing
153.71$364.36$334.07
+$266
+0.52%
$51,348
−$4,655
−8.31%
0.1%
ETSYSpouse

Etsy, Inc.

Sep 9, 2024Filing
713.83$67.25$71.73
+$171
+0.34%
$51,203
+$3,200
+6.67%
0.1%
AXPDependent · Spouse

American Express Company

Jun 23, 2025Filing
167.23$169.89$301.00
−$544
−1.07%
$50,336
+$21,925
+77.17%
0.1%
NEEDependent · Member · Spouse

NextEra Energy, Inc.

Jul 20, 2026Filing
647.74$74.11$77.00
−$39
−0.08%
$49,876
+$1,873
+3.90%
0.1%
GNRCMember · Spouse

Generac Holdlings Inc.

Jul 1, 2024Filing
222.59$143.77$224.05
+$603
+1.22%
$49,872
+$17,870
+55.84%
0.1%
RRXDependent · Member · Spouse

Regal Rexnord Corporation

Jun 14, 2024Filing
301.73$145.06$162.70
−$444
−0.90%
$49,091
+$5,321
+12.16%
0.1%
CDWDependent · Member · Spouse

CDW Corporation

Apr 8, 2025Filing
357.01$179.28$136.82
+$411
+0.85%
$48,846
−$15,158
−23.68%
0.1%
ROKUDependent · Spouse

Roku, Inc. Class A

Jan 21, 2023Filing
317.98$75.48$152.85
+$40
+0.08%
$48,604
+$24,602
+102.50%
0.1%
GENDependent · Spouse

Gen Digital Inc.

Apr 15, 2025Filing
2,139.12$22.44$22.39
−$877
−1.80%
$47,895
−$108
−0.23%
0.1%
CFDependent · Spouse

CF Industries Holdings, Inc.

Aug 2, 2024Filing
416.79$76.78$114.44
−$659
−1.36%
$47,697
+$15,695
+49.04%
0.1%
ZSDependent · Spouse

Zscaler, Inc.

Jun 20, 2024Filing
220.03$145.44$212.54
−$222
−0.47%
$46,767
+$14,765
+46.14%
0.1%
MOHDependent · Member · Spouse

Molina Healthcare Inc

Feb 24, 2026Filing
238.29$248.74$196.00
+$281
+0.61%
$46,704
−$12,567
−21.20%
0.1%
VRSKDependent · Spouse

Verisk Analytics, Inc.

Apr 24, 2026Filing
276.38$219.50$168.68
+$962
+2.11%
$46,620
−$14,045
−23.15%
0.1%
TRMBDependent · Member · Spouse

Trimble Inc.

Apr 23, 2025Filing
781.1$61.46$59.19
−$680
−1.45%
$46,233
−$1,770
−3.69%
0.1%
SOLVDependent · Member · Spouse

Solventum Corporation

May 27, 2026Filing
535.79$74.66$85.88
−$622
−1.33%
$46,013
+$6,011
+15.03%
0.1%
TSCODependent · Member · Spouse

Tractor Supply Company

May 15, 2026Filing
1,386.56$41.30$32.68
+$222
+0.49%
$45,313
−$11,949
−20.87%
0.1%
GDDYDependent · Member · Spouse

GoDaddy Inc. Class A

Apr 24, 2026Filing
465.94$103.02$97.21
−$452
−0.99%
$45,294
−$2,709
−5.64%
0.1%
AKAMDependent · Spouse

Akamai Technologies, Inc.

Jan 17, 2025Filing
432.72$92.45$104.61
−$1,735
−3.69%
$45,266
+$5,264
+13.16%
0.1%
FISVDependent · Spouse

Fiserv, Inc.

May 27, 2026Filing
996.14$99.43$45.42
+$110
+0.24%
$45,245
−$53,802
−54.32%
0.1%
LWDependent · Member · Spouse

Lamb Weston Holdings, Inc. Common Stock

Jan 17, 2025Filing
925.85$77.77$48.09
+$167
+0.38%
$44,524
−$27,480
−38.16%
0.1%
BXPDependent · Member · Spouse

BXP, Inc.

Feb 24, 2026Filing
722.27$66.46$59.42
−$267
−0.62%
$42,917
−$5,086
−10.60%
0.1%
LKQDependent · Member · Spouse

LKQ Corporation

Dec 26, 2024Filing
1,939.47$41.25$22.03
−$698
−1.61%
$42,727
−$37,278
−46.60%
0.1%
EQHDependent · Member

Equitable Holdings, Inc.

Oct 6, 2025Filing
800.32$39.99$53.23
−$1,016
−2.33%
$42,601
+$10,599
+33.12%
0.1%
SJMDependent · Member · Spouse

The J.M. Smucker Company

Jan 17, 2025Filing
367.06$108.98$115.93
−$319
−0.74%
$42,553
+$2,551
+6.38%
0.1%
STSpouse

Sensata Technologies Holding plc Ordinary Shares

Dec 16, 2022Filing
998.12$40.58$42.37
−$1,547
−3.53%
$42,290
+$1,789
+4.42%
0.1%
COPDependent · Spouse

ConocoPhillips

Apr 4, 2025Filing
327.97$97.58$128.69
−$216
−0.51%
$42,206
+$10,204
+31.89%
0.1%
CAGDependent · Member · Spouse

ConAgra Brands, Inc.

Dec 12, 2025Filing
3,055.13$22.63$13.25
−$611
−1.49%
$40,481
−$28,668
−41.46%
0.1%
EGDependent · Member · Spouse

Everest Group, Ltd.

Feb 19, 2025Filing
110.1$363.34$362.30
−$500
−1.24%
$39,888
−$115
−0.29%
0.1%
EPAMDependent · Member · Spouse

EPAM Systems, Inc.

May 23, 2025Filing
360.45$193.29$108.32
−$357
−0.91%
$39,044
−$30,628
−43.96%
0.1%
MTCHDependent · Spouse

Match Group, Inc.

Dec 3, 2023Filing
950.34$59.45$40.79
−$67
−0.17%
$38,764
−$17,738
−31.39%
0.1%
DVASpouse

DaVita Inc.

May 28, 2025Filing
219.24$109.48$176.78
−$794
−2.01%
$38,757
+$14,755
+61.48%
0.1%
XELDependent · Spouse

Xcel Energy Inc.

Mar 19, 2026Filing
532.17$60.14$72.42
−$165
−0.43%
$38,540
+$6,538
+20.43%
0.1%
OMCDependent · Spouse

Omnicom Group Inc.

Dec 5, 2025Filing
502.86$77.85$74.87
−$116
−0.31%
$37,649
−$1,498
−3.83%
0.1%
IRMDependent · Spouse

Iron Mountain Incorporated (Delaware)Common Stock REIT

Nov 3, 2022Filing
323.2$49.51$115.75
−$242
−0.64%
$37,411
+$21,410
+133.80%
0.1%
KIMDependent · Spouse

Kimco Realty Corporation (HC)

Nov 3, 2023Filing
1,694.93$18.88$21.85
−$492
−1.31%
$37,034
+$5,032
+15.72%
0.1%
DOCUDependent · Member · Spouse

DocuSign, Inc.

Mar 14, 2023Filing
535.53$59.76$68.90
+$364
+1.00%
$36,898
+$4,896
+15.30%
0.1%
SCCOMember

Southern Copper Corporation

Aug 21, 2018Filing
183.76$43.54$200.08
−$90
−0.24%
$36,767
+$28,767
+359.56%
0.1%
AIZMember · Spouse

Assurant, Inc.

Apr 23, 2025Filing
137.67$174.35$266.73
−$582
−1.56%
$36,720
+$12,718
+52.99%
0.1%
ADMDependent · Member · Spouse

Archer-Daniels-Midland Company

Jan 29, 2025Filing
443.51$72.16$81.34
−$386
−1.06%
$36,075
+$4,073
+12.73%
0.1%
APODependent · Spouse

Apollo Global Management, Inc. (New)

Jul 25, 2022Filing
306.66$52.18$115.55
−$123
−0.34%
$35,435
+$19,434
+121.45%
0.1%
OTISSpouse

Otis Worldwide Corporation Common Stock

May 27, 2026Filing
534.18$74.89$65.97
+$123
+0.35%
$35,240
−$4,763
−11.91%
0.1%
OGNDependent · Spouse

Organon & Co. Common Stock

Dec 4, 2023Filing
2,513.18$15.92$13.79
+$126
+0.36%
$34,657
−$5,346
−13.36%
0.1%
VTRDependent · Member · Spouse

Ventas, Inc.

Nov 3, 2025Filing
429.6$55.87$80.36
+$137
+0.40%
$34,523
+$10,521
+43.84%
0.1%
CCKDependent · Member

Crown Holdings, Inc.

Feb 13, 2024Filing
320.44$74.90$107.10
−$189
−0.55%
$34,319
+$10,317
+42.99%
0.1%
ORLYMember · Spouse

O'Reilly Automotive, Inc.

May 15, 2026Filing
405.65$78.89$84.50
−$45
−0.13%
$34,278
+$2,276
+7.11%
0.1%
ONDependent · Spouse

ON Semiconductor Corporation

Nov 3, 2022Filing
416.78$57.59$81.40
−$463
−1.35%
$33,926
+$9,924
+41.35%
0.1%
WTWDependent · Spouse

Willis Towers Watson Public Limited Company Ordinary Shares

Sep 6, 2023Filing
116.86$205.39$288.99
−$196
−0.58%
$33,771
+$9,770
+40.70%
0.1%
INTUDependent · Member · Spouse

Intuit Inc.

Jan 29, 2026Filing
113.54$556.50$295.92
+$7
+0.02%
$33,599
−$29,587
−46.83%
0.1%
NWSADependent · Spouse

News Corporation Class A

May 28, 2025Filing
1,174.21$27.25$28.61
+$70
+0.21%
$33,594
+$1,592
+4.98%
0.1%
FICODependent · Member · Spouse

Fair Isaac Corporation

Apr 24, 2026Filing
49.05$1,468$678.70
−$151
−0.45%
$33,288
−$38,716
−53.77%
0.1%
NYTDependent · Spouse

New York Times Company (The)

Nov 2, 2022Filing
489.08$32.72$64.90
+$406
+1.30%
$31,741
+$15,740
+98.37%
0.0%
EQTMember

EQT Corporation

Oct 24, 2025Filing
605.22$53.70$51.62
−$418
−1.32%
$31,241
−$1,260
−3.88%
0.0%
AEPMember · Spouse

American Electric Power Company, Inc.

Jan 29, 2026Filing
253.87$94.54$122.08
+$104
+0.34%
$30,992
+$6,991
+29.13%
0.0%
CBSHSpouse

Commerce Bancshares, Inc.

May 28, 2022Filing
574.61$56.56$53.91
−$500
−1.59%
$30,977
−$1,523
−4.69%
0.0%
UNHDependent

UnitedHealth Group Incorporated Common Stock (DE)

Sep 3, 2025Filing
82.45$388.15$374.00
−$163
−0.53%
$30,835
−$1,167
−3.65%
0.0%
CMIDependent · Member

Cummins Inc.

May 24, 2024Filing
56.17$284.88$518.66
−$935
−3.11%
$29,132
+$13,131
+82.07%
0.0%
TRGPDependent

Targa Resources, Inc.

Apr 4, 2025Filing
99.27$161.19$284.84
+$87
+0.31%
$28,275
+$12,274
+76.71%
0.0%
BBWIDependent · Member · Spouse

Bath & Body Works, Inc.

Sep 9, 2024Filing
1,586.53$35.30$17.81
−$190
−0.67%
$28,256
−$27,747
−49.55%
0.0%
CVNADependent · Member · Spouse

Carvana Co. Class A

May 27, 2026Filing
445.46$71.84$63.21
+$200
+0.72%
$28,157
−$3,845
−12.01%
0.0%
GLDependent · Spouse

Globe Life Inc.

Dec 16, 2024Filing
172.05$93.00$163.41
−$494
−1.73%
$28,115
+$12,114
+75.71%
0.0%
VEEVMember · Spouse

Veeva Systems Inc. Class A

Nov 3, 2022Filing
96.94$165.06$283.50
+$97
+0.35%
$27,483
+$11,482
+71.76%
0.0%
WIXDependent · Spouse

Wix.com Ltd. Ordinary Shares

Nov 18, 2025Filing
355.81$89.94$74.09
+$399
+1.54%
$26,362
−$5,640
−17.62%
0.0%
BBYSpouse

Best Buy Co., Inc.

May 28, 2025Filing
303$74.20$84.59
−$79
−0.31%
$25,631
+$3,148
+14.00%
0.0%
DBXSpouse

Dropbox, Inc. Class A

May 23, 2022Filing
767.02$20.86$33.08
−$499
−1.93%
$25,373
+$9,372
+58.57%
0.0%
CPBDependent · Spouse

The Campbell's Company

May 15, 2026Filing
1,327.37$30.14$18.88
−$159
−0.63%
$25,061
−$14,942
−37.35%
0.0%
LSpouse

Loews Corporation

Oct 11, 2024Filing
236.17$67.75$105.67
−$187
−0.74%
$24,957
+$8,956
+55.97%
0.0%
LYVMember · Spouse

Live Nation Entertainment, Inc.

Jan 29, 2026Filing
143.8$111.27$171.00
+$23
+0.09%
$24,590
+$8,589
+53.68%
0.0%
JCIMember

Johnson Controls International plc Ordinary Share

May 20, 2022Filing
156.53$51.11$155.50
−$67
−0.28%
$24,341
+$16,341
+204.25%
0.0%
USpouse

Unity Software Inc.

Jan 10, 2024Filing
519.56$30.80$45.22
−$114
−0.48%
$23,494
+$7,493
+46.83%
0.0%
AEEDependent · Member

Ameren Corporation

May 27, 2025Filing
231.35$80.27$101.32
−$83
−0.35%
$23,440
+$4,870
+26.22%
0.0%
ITTSpouse

ITT Inc. Common Stock

May 23, 2022Filing
114.67$69.77$199.13
−$144
−0.63%
$22,834
+$14,834
+185.41%
0.0%
MKTXDependent · Spouse

MarketAxess Holdings, Inc.

Apr 26, 2024Filing
137.36$232.98$164.17
+$19
+0.09%
$22,551
−$9,451
−29.53%
0.0%
ZBRASpouse

Zebra Technologies Corporation Class A

Nov 3, 2022Filing
58.2$274.92$386.05
+$16
+0.07%
$22,469
+$6,468
+40.42%
0.0%
TWLODependent

Twilio Inc. Class A

May 10, 2022Filing
81.83$97.77$274.00
+$82
+0.37%
$22,421
+$14,421
+180.25%
0.0%
WSpouse

Wayfair Inc. Class A

Nov 3, 2022Filing
213.57$37.46$103.39
−$231
−1.03%
$22,081
+$14,081
+176.00%
0.0%
SNXSpouse

TD SYNNEX Corporation

May 23, 2022Filing
81.32$98.38$270.60
−$75
−0.34%
$22,006
+$14,005
+175.06%
0.0%
COODependent · Member · Spouse

The Cooper Companies, Inc.

Oct 31, 2023Filing
398.48$80.31$55.14
−$514
−2.29%
$21,972
−$10,030
−31.34%
0.0%
WMBMember

Williams Companies, Inc. (The)

May 8, 2018Filing
306.3$26.12$71.46
−$285
−1.28%
$21,888
+$13,888
+173.58%
0.0%
LYBDependent · Member · Spouse

LyondellBasell Industries NV Ordinary Shares Class A (Netherlands)

Jan 29, 2026Filing
358.94$70.24$59.00
+$183
+0.87%
$21,178
−$4,036
−16.01%
0.0%
SOMember · Spouse

Southern Company (The)

Aug 2, 2024Filing
246.64$64.88$85.44
$0
0.00%
$21,073
+$5,072
+31.70%
0.0%
TEAMDependent · Spouse

Atlassian Corporation Class A

Dec 5, 2022Filing
105.81$151.22$195.93
+$15
+0.07%
$20,732
+$4,731
+29.57%
0.0%
BGDependent · Spouse

Bunge Limited Common Shares

Feb 25, 2025Filing
189.01$84.66$105.51
−$344
−1.70%
$19,943
+$3,942
+24.63%
0.0%
LIIDependent · Spouse

Lennox International, Inc.

Jan 17, 2025Filing
54.81$583.82$357.59
−$46
−0.23%
$19,601
−$12,401
−38.75%
0.0%
SBACDependent · Member · Spouse

SBA Communications Corporation Class A

Mar 24, 2023Filing
114.1$280.47$170.38
+$78
+0.40%
$19,440
−$12,562
−39.25%
0.0%
MARSpouse

Marriott International Class A

Nov 3, 2022Filing
54.62$146.48$355.73
−$42
−0.22%
$19,430
+$11,429
+142.85%
0.0%
STZDependent · Spouse

Constellation Brands, Inc.

Nov 3, 2025Filing
160.63$199.23$117.44
−$153
−0.80%
$18,864
−$13,138
−41.05%
0.0%
FEDependent · Spouse

FirstEnergy Corp.

Aug 2, 2024Filing
396.73$40.33$44.30
−$111
−0.63%
$17,575
+$1,574
+9.84%
0.0%
MELISpouse

MercadoLibre, Inc.

Nov 3, 2022Filing
9.19$870.88$1,864
−$83
−0.48%
$17,122
+$9,121
+114.01%
0.0%
CMSDependent · Spouse

CMS Energy Corporation

Aug 2, 2024Filing
255.51$62.62$65.07
$0
0.00%
$16,626
+$625
+3.91%
0.0%
XPDependent

XP Inc. Class A

Feb 25, 2025Filing
543.51$14.72$29.84
+$168
+1.05%
$16,218
+$8,218
+102.72%
0.0%
PPLDependent

PPL Corporation

Nov 25, 2025Filing
458.13$34.93$33.95
+$115
+0.74%
$15,553
−$448
−2.80%
0.0%
EMNDependent · Spouse

Eastman Chemical Company

Feb 25, 2025Filing
245.03$97.95$63.25
−$211
−1.34%
$15,498
−$8,503
−35.43%
0.0%
MNSTDependent

Monster Beverage Corporation

Nov 2, 2022Filing
348.95$22.93$43.09
+$73
+0.49%
$15,036
+$7,036
+87.94%
0.0%
AESSpouse

The AES Corporation

Sep 9, 2024Filing
960.9$16.65$14.93
$0
0.00%
$14,346
−$1,655
−10.34%
0.0%
BURLSpouse

Burlington Stores, Inc.

May 23, 2022Filing
51.47$155.45$272.56
−$199
−1.40%
$14,028
+$6,027
+75.34%
0.0%
EWBCDependent

East West Bancorp, Inc.

May 10, 2022Filing
111.91$71.49$125.27
−$207
−1.46%
$14,019
+$6,019
+75.23%
0.0%
NWLMember · Spouse

Newell Brands Inc.

Oct 10, 2023Filing
2,465.9$9.73$5.66
−$139
−0.99%
$13,966
−$10,036
−41.81%
0.0%
MANHSpouse

Manhattan Associates, Inc.

May 25, 2022Filing
68.86$116.19$202.11
−$50
−0.36%
$13,917
+$5,916
+73.95%
0.0%
MMMMember

3M Company

Apr 23, 2024Filing
86.03$93.00$161.50
−$53
−0.38%
$13,893
+$5,893
+73.66%
0.0%
NVRDependent

NVR, Inc.

Mar 22, 2024Filing
2.32$6,911$5,932
−$266
−1.90%
$13,734
−$2,267
−14.17%
0.0%
MHKDependent · Member

Mohawk Industries, Inc.

May 17, 2022Filing
113.98$140.38$119.18
−$783
−5.45%
$13,585
−$2,416
−15.10%
0.0%
SFSpouse

Stifel Financial Corporation

May 23, 2022Filing
193.06$41.44$69.71
−$79
−0.58%
$13,458
+$5,458
+68.22%
0.0%
TTDDependent · Member · Spouse

The Trade Desk, Inc. Class A

Mar 23, 2026Filing
1,097.55$36.45$12.03
−$66
−0.50%
$13,204
−$26,799
−66.99%
0.0%
SNAPDependent · Member · Spouse

Snap Inc. Class A

Dec 5, 2022Filing
2,230.55$10.76$5.81
+$67
+0.52%
$12,960
−$11,042
−46.01%
0.0%
ICESpouse

Intercontinental Exchange Inc.

Nov 3, 2022Filing
83.8$95.47$153.27
+$57
+0.45%
$12,844
+$4,844
+60.54%
0.0%
LAMRSpouse

Lamar Advertising Company Class A

Nov 3, 2022Filing
89.19$89.70$143.24
−$134
−1.04%
$12,776
+$4,775
+59.69%
0.0%
RBLXDependent

Roblox Corporation Class A

May 25, 2022Filing
276.55$28.93$46.18
−$65
−0.50%
$12,770
+$4,770
+59.62%
0.0%
MCDSpouse

McDonald's Corporation

May 15, 2026Filing
54.88$291.55$230.80
−$4
−0.03%
$12,667
−$3,334
−20.84%
0.0%
ROLSpouse

Rollins, Inc.

Aug 3, 2023Filing
400.04$40.00$31.25
+$152
+1.23%
$12,501
−$3,500
−21.87%
0.0%
AMRZDependent · Spouse

Amrize Ltd Ordinary Shares

Aug 7, 2026Filing
343.07$46.64$36.39
−$305
−2.39%
$12,484
−$3,517
−21.98%
0.0%
HIWDependent

Highwoods Properties, Inc.

Nov 3, 2023Filing
399.63$20.02$29.38
−$104
−0.88%
$11,741
+$3,740
+46.75%
0.0%
MLMSpouse

Martin Marietta Materials, Inc.

Nov 3, 2022Filing
24.13$331.54$479.01
−$241
−2.04%
$11,559
+$3,559
+44.48%
0.0%
HUBSSpouse

HubSpot, Inc.

Nov 3, 2022Filing
52.17$306.72$220.27
+$166
+1.46%
$11,491
−$4,510
−28.18%
0.0%
CNPSpouse

CenterPoint Energy, Inc (Holding Co)

Aug 2, 2024Filing
295.55$27.07$38.34
−$65
−0.57%
$11,331
+$3,331
+41.63%
0.0%
AREDependent · Member · Spouse

Alexandria Real Estate Equities, Inc.

May 29, 2023Filing
250.43$127.79$45.21
−$178
−1.55%
$11,322
−$20,680
−64.62%
0.0%
EDMember

Consolidated Edison, Inc.

Jan 14, 2019Filing
107.46$74.45$104.64
−$52
−0.46%
$11,245
+$3,244
+40.55%
0.0%
VRNSDependent

Varonis Systems, Inc.

Nov 4, 2025Filing
226.32$35.35$48.96
−$27
−0.24%
$11,081
+$3,080
+38.50%
0.0%
STTDependent

State Street Corporation

Feb 24, 2026Filing
62.88$127.23$174.19
−$98
−0.89%
$10,953
+$2,953
+36.91%
0.0%
RHIDependent · Member · Spouse

Robert Half Inc.

Apr 23, 2024Filing
322.29$74.47$33.95
+$90
+0.83%
$10,942
−$13,060
−54.41%
0.0%
APPSpouse

Applovin Corporation Class A

Aug 3, 2026Filing
38.86$411.73$281.29
+$98
+0.90%
$10,932
−$5,069
−31.68%
0.0%
FIVESpouse

Five Below, Inc.

May 5, 2022Filing
52.81$151.51$205.99
+$93
+0.86%
$10,877
+$2,877
+35.96%
0.0%
WSMDependent

Williams-Sonoma, Inc. Common Stock (DE)

May 1, 2026Filing
44.45$179.99$240.21
−$11
−0.10%
$10,677
+$2,677
+33.46%
0.0%
BMYDependent

Bristol-Myers Squibb Company

Apr 26, 2024Filing
178.38$44.85$59.70
+$20
+0.18%
$10,649
+$2,649
+33.11%
0.0%
XYZDependent

Block, Inc. Class A Common Stock,

Mar 30, 2026Filing
140.29$57.03$75.78
−$41
−0.39%
$10,630
+$2,630
+32.87%
0.0%
AAPSpouse

Advance Auto Parts Inc.

Jun 20, 2023Filing
251.57$95.41$41.20
−$10
−0.10%
$10,365
−$13,637
−56.82%
0.0%
HOGSpouse

Harley-Davidson, Inc.

Nov 3, 2022Filing
377.7$42.36$26.88
−$26
−0.26%
$10,153
−$5,849
−36.55%
0.0%
ATOSpouse

Atmos Energy Corporation

Aug 2, 2024Filing
61.55$129.99$159.21
−$33
−0.33%
$9,799
+$1,798
+22.48%
0.0%
ACISpouse

Albertsons Companies, Inc. Class A

Feb 5, 2026Filing
832.15$19.23$11.74
+$216
+2.26%
$9,769
−$6,232
−38.94%
0.0%
GMEDDependent

Globus Medical, Inc. Class A

May 10, 2022Filing
130.68$61.22$73.72
−$4
−0.04%
$9,634
+$1,634
+20.42%
0.0%
VZDependent · Spouse

Verizon Communications Inc.

Oct 30, 2025Filing
208.01$38.96$45.88
+$22
+0.23%
$9,542
+$1,439
+17.75%
0.0%
TRUDependent

TransUnion

Nov 2, 2022Filing
147.72$54.16$62.82
−$89
−0.95%
$9,280
+$1,279
+15.99%
0.0%
WECMember

WEC Energy Group, Inc.

Aug 2, 2024Filing
88.74$90.16$103.18
−$1
−0.01%
$9,156
+$1,155
+14.44%
0.0%
LBTYASpouse

Liberty Global Ltd. Class A Common Shares

Oct 30, 2023Filing
981.68$8.15$9.08
−$17
−0.19%
$8,916
+$916
+11.45%
0.0%
CTSHSpouse

Cognizant Technology Solutions Corporation Class A

Nov 3, 2022Filing
153.97$51.96$57.06
−$2
−0.02%
$8,786
+$785
+9.82%
0.0%
DSpouse

Dominion Energy, Inc.

Aug 2, 2024Filing
142.66$56.08$61.53
−$67
−0.76%
$8,778
+$778
+9.72%
0.0%
FMCDependent · Member · Spouse

FMC Corporation

Jan 17, 2025Filing
961.97$58.22$9.09
+$58
+0.66%
$8,744
−$47,259
−84.39%
0.0%
IBMSpouse

International Business Machines Corporation

Sep 9, 2024Filing
39.31$203.53$219.65
−$34
−0.39%
$8,634
+$634
+7.92%
0.0%
USBSpouse

U.S. Bancorp

May 15, 2026Filing
150.61$53.12$56.16
−$2
−0.02%
$8,458
+$458
+5.72%
0.0%
VSTSpouse

Vistra Corp.

Apr 13, 2026Filing
50.57$158.20$165.44
−$65
−0.77%
$8,367
+$366
+4.58%
0.0%
RITMMember

Rithm Capital Corp.

Mar 14, 2023Filing
961.6$8.32$8.54
+$10
+0.12%
$8,212
+$212
+2.64%
0.0%
DXCSpouse

DXC Technology Company Common Stock

Sep 5, 2023Filing
682.93$23.43$11.98
−$27
−0.33%
$8,182
−$7,820
−48.87%
0.0%
CHEDependent

Chemed Corp

Jan 11, 2023Filing
16.21$493.56$501.45
−$136
−1.65%
$8,128
+$128
+1.60%
0.0%
AALMember

American Airlines Group Inc.

Oct 2, 2023Filing
627.49$12.75$12.85
−$94
−1.15%
$8,063
+$63
+0.78%
0.0%
BIOMember

Bio-Rad Laboratories, Inc. Class A

Nov 3, 2022Filing
21.91$365.15$367.92
−$20
−0.25%
$8,061
+$61
+0.76%
0.0%
LNTMember

Alliant Energy Corporation

Jan 29, 2026Filing
120.62$66.33$65.43
+$27
+0.34%
$7,892
−$109
−1.36%
0.0%
ESMember

Eversource Energy (D/B/A)

Aug 2, 2024Filing
119.21$67.11$65.24
−$2
−0.03%
$7,778
−$223
−2.79%
0.0%
CUBESpouse

CubeSmart Common Shares

Nov 3, 2022Filing
205.67$38.90$37.24
+$2
+0.03%
$7,659
−$341
−4.27%
0.0%
ELSSpouse

Equity Lifestyle Properties, Inc.

Nov 3, 2022Filing
129.98$61.55$57.98
−$99
−1.29%
$7,536
−$464
−5.80%
0.0%
RNGSpouse

RingCentral, Inc. Class A

May 5, 2022Filing
98.41$81.30$76.21
−$32
−0.43%
$7,500
−$501
−6.26%
0.0%
HONSpouse

Honeywell International Inc.

Jul 20, 2026Filing
35.37$226.18$206.69
−$50
−0.68%
$7,311
−$689
−8.62%
0.0%
BSYSpouse

Bentley Systems, Incorporated Class B

May 5, 2022Filing
207.43$38.57$35.15
−$170
−2.28%
$7,291
−$709
−8.87%
0.0%
PCTYSpouse

Paylocity Holding Corporation

May 23, 2022Filing
47.69$167.76$148.02
+$89
+1.27%
$7,059
−$941
−11.77%
0.0%
SUISpouse

Sun Communities, Inc.

Nov 3, 2022Filing
62.39$128.23$110.79
−$80
−1.14%
$6,912
−$1,088
−13.60%
0.0%
MIRDependent

Mirion Technologies, Inc. Class A

May 27, 2025Filing
411.55$19.44$16.41
−$16
−0.24%
$6,754
−$1,247
−15.59%
0.0%
CHHDependent

Choice Hotels International, Inc.

Nov 2, 2022Filing
63.12$126.76$103.49
+$27
+0.42%
$6,532
−$1,469
−18.36%
0.0%
DEIMember

Douglas Emmett, Inc.

Oct 10, 2023Filing
659.02$12.14$9.86
+$33
+0.51%
$6,498
−$1,503
−18.78%
0.0%
EXEDependent

Expand Energy Corporation

Mar 21, 2025Filing
74.53$107.35$86.15
−$147
−2.24%
$6,420
−$1,580
−19.75%
0.0%
CALYSpouse

Callaway Golf Company

Jul 27, 2026Filing
437.9$18.27$13.91
−$162
−2.59%
$6,091
−$1,909
−23.86%
0.0%
LYFTSpouse

Lyft, Inc. Class A

May 5, 2022Filing
363.16$22.03$15.57
−$11
−0.19%
$5,654
−$2,346
−29.32%
0.0%
BMRNDependent

BioMarin Pharmaceutical Inc.

May 10, 2022Filing
100.72$79.43$55.20
−$103
−1.81%
$5,560
−$2,441
−30.50%
0.0%
PCGSpouse

Pacific Gas & Electric Co.

Aug 2, 2024Filing
434.57$18.41$12.79
+$126
+2.32%
$5,558
−$2,442
−30.53%
0.0%
FNDSpouse

Floor & Decor Holdings, Inc.

Nov 3, 2022Filing
118.26$67.65$45.11
−$84
−1.55%
$5,335
−$2,666
−33.32%
0.0%
EIXSpouse

Edison International

Aug 2, 2024Filing
97.25$82.27$54.41
+$16
+0.29%
$5,291
−$2,709
−33.86%
0.0%
XRAYDependent · Spouse

DENTSPLY SIRONA Inc.

Nov 3, 2023Filing
572.09$27.97$8.54
+$11
+0.23%
$4,886
−$11,115
−69.47%
0.0%
EEFTSpouse

Euronet Worldwide, Inc.

May 23, 2022Filing
68.74$116.39$62.52
−$70
−1.61%
$4,298
−$3,703
−46.28%
0.0%
PLUGDependent · Spouse

Plug Power, Inc.

Mar 24, 2023Filing
2,312.8$13.84$1.77
−$24
−0.58%
$4,093
−$27,909
−87.21%
0.0%
UPSDependent

United Parcel Service, Inc.

May 10, 2022Filing
43.96$182.01$92.21
−$4
−0.09%
$4,053
−$3,947
−49.34%
0.0%
CCSpouse

Chemours Company (The)

Nov 3, 2022Filing
286.86$27.89$13.98
−$29
−0.71%
$4,010
−$3,990
−49.87%
0.0%
COTYSpouse

Coty Inc. Class A

May 23, 2022Filing
1,267.91$6.31$2.85
+$76
+2.15%
$3,614
−$4,387
−54.83%
0.0%
RIVNSpouse

Rivian Automotive, Inc. Class A

Nov 3, 2022Filing
248.15$32.24$14.31
−$7
−0.21%
$3,551
−$4,449
−55.61%
0.0%
CEDependent

Celanese Corporation

Mar 24, 2023Filing
78.76$101.58$43.86
−$78
−2.21%
$3,454
−$4,546
−56.82%
0.0%
CRISpouse

Carter's, Inc.

Feb 27, 2024Filing
99.32$80.55$32.07
−$175
−5.20%
$3,185
−$4,815
−60.19%
0.0%
ELSpouse

Estee Lauder Companies, Inc. (The)

May 26, 2022Filing
33.28$240.40$94.00
−$15
−0.48%
$3,128
−$4,872
−60.90%
0.0%
QSMember

QuantumScape Corporation Class A

May 23, 2022Filing
678.01$11.80$4.47
−$34
−1.11%
$3,031
−$4,970
−62.12%
0.0%
WUSpouse

Western Union Company (The)

May 5, 2022Filing
460.86$17.36$6.09
−$9
−0.33%
$2,807
−$5,194
−64.92%
0.0%
UAASpouse

Under Armour, Inc. Class A

May 5, 2022Filing
559.87$14.29$4.77
−$28
−1.04%
$2,671
−$5,330
−66.62%
0.0%
CHTRSpouse

Charter Communications, Inc. Class A Common Stock New

Nov 3, 2022Filing
23.24$344.25$106.96
−$39
−1.55%
$2,486
−$5,515
−68.93%
0.0%
SEDGDependent · Spouse

SolarEdge Technologies, Inc.

Jun 26, 2023Filing
67.88$235.74$33.00
−$11
−0.48%
$2,240
−$13,761
−86.00%
0.0%
GTMDependent

ZoomInfo Technologies Inc

Nov 2, 2022Filing
454.43$35.21$3.70
+$20
+1.23%
$1,679
−$14,322
−89.51%
0.0%
TDOCDependent

Teladoc Health, Inc.

Jan 13, 2023Filing
297.2$26.92$5.56
−$62
−3.64%
$1,652
−$6,348
−79.35%
0.0%
PLTKSpouse

Playtika Holding Corp.

May 23, 2022Filing
579.75$13.80$2.38
+$35
+2.59%
$1,380
−$6,621
−82.75%
0.0%
CHPTDependent

ChargePoint Holdings, Inc.

Nov 2, 2022Filing
30.65$261.00$8.22
−$14
−5.19%
$252
−$7,749
−96.85%
0.0%
LCIDMember

Lucid Group, Inc.

Nov 2, 2022Filing
59.97$133.40$3.87
−$1
−0.51%
$232
−$7,768
−97.10%
0.0%

Recent activity

Full blotter
  1. Sep 1, 2026

    Filed Sep 4, 2026

    —

    Buy · Spouse

    P_RPETUAL AM RICAN EXPRESS CO HYBRID *

    PDF
  2. Aug 27, 2026

    Filed Sep 4, 2026

    —

    Buy · Spouse

    P 500 INDEX WELLS FARGO FINANCE LLC ÜNKED TO

    PDF
  3. Aug 27, 2026

    Filed Sep 4, 2026

    —

    Buy · Dependent

    P 500 INDEX

    PDF
  4. Aug 24, 2026

    Filed Sep 4, 2026

    CARR

    Buy · Spouse · 133.41 sh

    CARRIER GLOBAL CORPORATION CMN

    PDF
  5. Aug 24, 2026

    Filed Sep 4, 2026

    —

    Buy · Spouse

    CRH PUBLIC LIMITED COMPANY CMN

    PDF
  6. Aug 24, 2026

    Filed Sep 4, 2026

    —

    Buy · Member

    DOLLAR GENERAL CORPORATION CMY

    PDF

Outside the priced book

These disclosures have no listed ticker, so they are not marked to market.

  • Feb 5, 2015 · Exemple: Mega Corp. Common Stock$15,001 – $50,000
  • Feb 9, 2017 · Nvidia Corporation Intuitive surecal INC$15,001 – $50,000
  • Feb 27, 2017 · HONEYWELL INTLING CMN$1,001 – $15,000
  • Apr 9, 2017 · P FORD MOTOR ÇOMPANY CMN$1,001 – $15,000
  • Apr 5, 2017 · EQUIFAX INC CNN AON ALC CHAM$1,001 – $15,000
  • Apr 3, 2017 · CISCO SYSTEMS, INC. CNM TEXAS INSTRUMENTS INC. CNN$1,001 – $15,000
  • May 8, 2017 · WAL MART STORES ING CMN$1,001 – $15,000
  • May 10, 2017 · PACCAR ING CMN$1,001 – $15,000
Reconstruction notes (74)
  • BURL 2012-05-05: purchase could not be sized.
  • CRWD 2012-05-23: purchase could not be sized.
  • BRK-B 2012-05-25: purchase could not be sized.
  • YUM 2012-06-15: spinoff or receipt could not be priced.
  • CSCO 2015-05-15: sale could not be sized.
  • CVX 2017-05-02: disclosed exit of 76 shares exceeds tracked purchases by 76. Those shares were likely bought before the filing window and are excluded from profit.
  • MSFT 2017-05-02: disclosed exit of 115 shares exceeds tracked purchases by 115. Those shares were likely bought before the filing window and are excluded from profit.
  • PFE 2017-05-17: disclosed exit of 254 shares exceeds tracked purchases by 17. Those shares were likely bought before the filing window and are excluded from profit.
  • RF 2017-05-18: disclosed exit of 571 shares exceeds tracked purchases by 571. Those shares were likely bought before the filing window and are excluded from profit.
  • KMI 2017-07-05: disclosed exit of 414 shares exceeds tracked purchases by 414. Those shares were likely bought before the filing window and are excluded from profit.
  • HRL 2017-07-17: disclosed exit of 241 shares exceeds tracked purchases by 241. Those shares were likely bought before the filing window and are excluded from profit.
  • LYV 2017-07-28: disclosed exit of 213 shares exceeds tracked purchases by 213. Those shares were likely bought before the filing window and are excluded from profit.
  • ORLY 2017-08-18: disclosed exit of 606 shares exceeds tracked purchases by 606. Those shares were likely bought before the filing window and are excluded from profit.
  • KEY 2017-08-21: disclosed exit of 460 shares exceeds tracked purchases by 460. Those shares were likely bought before the filing window and are excluded from profit.
  • HPQ 2017-08-21: disclosed exit of 431 shares exceeds tracked purchases by 431. Those shares were likely bought before the filing window and are excluded from profit.
  • OXY 2017-08-21: disclosed exit of 136 shares exceeds tracked purchases by 136. Those shares were likely bought before the filing window and are excluded from profit.
  • CAG 2017-09-22: disclosed exit of 241 shares exceeds tracked purchases by 241. Those shares were likely bought before the filing window and are excluded from profit.
  • INCY 2017-10-27: disclosed exit of 69 shares exceeds tracked purchases by 69. Those shares were likely bought before the filing window and are excluded from profit.
  • BIIB 2017-11-27: disclosed exit of 26 shares exceeds tracked purchases by 26. Those shares were likely bought before the filing window and are excluded from profit.
  • PSA 2017-11-28: disclosed exit of 38 shares exceeds tracked purchases by 38. Those shares were likely bought before the filing window and are excluded from profit.
  • PSX 2017-11-30: disclosed exit of 82 shares exceeds tracked purchases by 82. Those shares were likely bought before the filing window and are excluded from profit.
  • MO 2017-11-30: disclosed exit of 118 shares exceeds tracked purchases by 118. Those shares were likely bought before the filing window and are excluded from profit.
  • ORCL 2017-11-30: disclosed exit of 163 shares exceeds tracked purchases by 163. Those shares were likely bought before the filing window and are excluded from profit.
  • EMR 2018-05-08: disclosed exit of 115 shares exceeds tracked purchases by 115. Those shares were likely bought before the filing window and are excluded from profit.
  • VTR 2018-05-08: disclosed exit of 151 shares exceeds tracked purchases by 151. Those shares were likely bought before the filing window and are excluded from profit.
  • ALGN 2018-05-08: disclosed exit of 30 shares exceeds tracked purchases by 30. Those shares were likely bought before the filing window and are excluded from profit.
  • MTCH 2018-05-08: sale could not be sized.
  • SWKS 2018-05-08: disclosed exit of 83 shares exceeds tracked purchases by 83. Those shares were likely bought before the filing window and are excluded from profit.
  • UTHR 2018-05-09: disclosed exit of 77 shares exceeds tracked purchases by 77. Those shares were likely bought before the filing window and are excluded from profit.
  • MO 2018-05-15: disclosed exit of 147 shares exceeds tracked purchases by 147. Those shares were likely bought before the filing window and are excluded from profit.
  • IVZ 2018-06-13: disclosed exit of 293 shares exceeds tracked purchases by 293. Those shares were likely bought before the filing window and are excluded from profit.
  • BKNG 2018-07-18: disclosed exit of 99 shares exceeds tracked purchases by 99. Those shares were likely bought before the filing window and are excluded from profit.
  • EBAY 2018-08-08: disclosed exit of 236 shares exceeds tracked purchases by 236. Those shares were likely bought before the filing window and are excluded from profit.
  • BIIB 2018-08-21: disclosed exit of 23 shares exceeds tracked purchases by 23. Those shares were likely bought before the filing window and are excluded from profit.
  • HAL 2018-08-21: disclosed exit of 196 shares exceeds tracked purchases by 196. Those shares were likely bought before the filing window and are excluded from profit.
  • MU 2018-09-25: disclosed exit of 179 shares exceeds tracked purchases by 179. Those shares were likely bought before the filing window and are excluded from profit.
  • BA 2018-10-15: disclosed exit of 22 shares exceeds tracked purchases by 22. Those shares were likely bought before the filing window and are excluded from profit.
  • NICE 2018-10-17: disclosed exit of 75 shares exceeds tracked purchases by 75. Those shares were likely bought before the filing window and are excluded from profit.
  • LEN 2018-10-25: disclosed exit of 207 shares exceeds tracked purchases by 63. Those shares were likely bought before the filing window and are excluded from profit.
  • EVRG 2018-12-17: disclosed exit of 137 shares exceeds tracked purchases by 137. Those shares were likely bought before the filing window and are excluded from profit.
  • MSFT 2019-06-10: disclosed exit of 245 shares exceeds tracked purchases by 245. Those shares were likely bought before the filing window and are excluded from profit.
  • ALGN 2019-08-01: disclosed exit of 40 shares exceeds tracked purchases by 40. Those shares were likely bought before the filing window and are excluded from profit.
  • ENTG 2019-08-12: disclosed exit of 791 shares exceeds tracked purchases by 791. Those shares were likely bought before the filing window and are excluded from profit.
  • CMG 2019-10-21: disclosed exit of 1,908 shares exceeds tracked purchases by 1,908. Those shares were likely bought before the filing window and are excluded from profit.
  • INTU 2020-01-27: disclosed exit of 115 shares exceeds tracked purchases by 115. Those shares were likely bought before the filing window and are excluded from profit.
  • BKNG 2022-02-25: disclosed exit of 88 shares exceeds tracked purchases by 88. Those shares were likely bought before the filing window and are excluded from profit.
  • BRK-B 2022-05-02: purchase could not be sized.
  • BRK-B 2022-05-05: purchase could not be sized.
  • QRVO 2022-05-05: purchase could not be sized.
  • QRVO 2022-05-10: purchase could not be sized.
  • LIN 2022-05-10: purchase could not be sized.
  • BRK-B 2022-05-10: purchase could not be sized.
  • CG 2022-05-10: disclosed exit of 219 shares exceeds tracked purchases by 11. Those shares were likely bought before the filing window and are excluded from profit.
  • KEY 2022-08-23: disclosed exit of 426 shares exceeds tracked purchases by 23. Those shares were likely bought before the filing window and are excluded from profit.
  • WM 2022-10-20: disclosed exit of 50 shares exceeds tracked purchases by 50. Those shares were likely bought before the filing window and are excluded from profit.
  • CI 2023-04-17: disclosed exit of 31 shares exceeds tracked purchases by 31. Those shares were likely bought before the filing window and are excluded from profit.
  • FMC 2023-04-20: disclosed exit of 65 shares exceeds tracked purchases by 65. Those shares were likely bought before the filing window and are excluded from profit.
  • JNJ 2023-04-25: disclosed exit of 48 shares exceeds tracked purchases by 48. Those shares were likely bought before the filing window and are excluded from profit.
  • TFC 2023-05-03: disclosed exit of 284 shares exceeds tracked purchases by 112. Those shares were likely bought before the filing window and are excluded from profit.
  • NEE 2023-05-05: disclosed exit of 106 shares exceeds tracked purchases by 106. Those shares were likely bought before the filing window and are excluded from profit.
  • VZ 2023-05-19: disclosed exit of 902 shares exceeds tracked purchases by 302. Those shares were likely bought before the filing window and are excluded from profit.
  • MTB 2023-05-19: disclosed exit of 267 shares exceeds tracked purchases by 170. Those shares were likely bought before the filing window and are excluded from profit.
  • HUM 2023-05-19: disclosed exit of 63 shares exceeds tracked purchases by 15. Those shares were likely bought before the filing window and are excluded from profit.
  • OGN 2023-05-19: disclosed exit of 392 shares exceeds tracked purchases by 392. Those shares were likely bought before the filing window and are excluded from profit.
  • STT 2023-05-23: disclosed exit of 117 shares exceeds tracked purchases by 117. Those shares were likely bought before the filing window and are excluded from profit.
  • IP 2023-05-23: disclosed exit of 250 shares exceeds tracked purchases by 6. Those shares were likely bought before the filing window and are excluded from profit.
  • DIS 2023-05-23: disclosed exit of 835 shares exceeds tracked purchases by 617. Those shares were likely bought before the filing window and are excluded from profit.
  • BDX 2023-05-23: disclosed exit of 165 shares exceeds tracked purchases by 117. Those shares were likely bought before the filing window and are excluded from profit.
  • LUMN 2023-05-23: disclosed exit of 3,810 shares exceeds tracked purchases by 1,296. Those shares were likely bought before the filing window and are excluded from profit.
  • CVX 2025-05-09: disclosed exit of 58 shares exceeds tracked purchases by 9. Those shares were likely bought before the filing window and are excluded from profit.
  • J 2026-01-05: disclosed exit of 58 shares exceeds tracked purchases by 6. Those shares were likely bought before the filing window and are excluded from profit.
  • XYZ 2026-02-05: disclosed exit of 150 shares exceeds tracked purchases by 1. Those shares were likely bought before the filing window and are excluded from profit.
  • VST 2026-02-05: disclosed exit of 56 shares exceeds tracked purchases by 7. Those shares were likely bought before the filing window and are excluded from profit.
  • ADP 2026-02-24: disclosed exit of 158 shares exceeds tracked purchases by 96. Those shares were likely bought before the filing window and are excluded from profit.