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☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC)

CIK 0002082866 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.843
AUM ($M)
14,665
Positions
1128
Turnover
0.06
Top-10 wt
32%
Herfindahl
0.015
History (qtrs)
3
Excess Return
-12.0%

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Holdings · 500 of 1163 positions (showing top 500 by weight) · portfolio value $14,665M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IWD funds › ISHARES TR ADD — 5.4% +0.1% 789.6 3,257,065 +11,240 2 —
☆IWF funds › ISHARES TR ADD — 4.7% +0.2% 694.8 5,595,573 +4,210,931 2 —
☆KO funds › COCA COLA CO TRIM — 4.0% -0.4% 584.6 7,193,014 -400,623 2 —
☆GPN funds › GLOBAL PMTS INC TRIM — 3.4% -0.2% 503.4 6,938,291 -143,842 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 2.9% -0.3% 419.2 561,289 -77,612 2 —
☆AAPL funds › APPLE INC TRIM — 2.9% +0.0% 419.0 1,448,033 -1,017 2 —
☆PNFP funds › PINNACLE FINL PARTNERS INC TRIM — 2.4% +0.0% 344.7 3,416,527 -80,203 2 -2.8%
☆IWM funds › ISHARES TR ADD — 2.2% +0.2% 324.7 1,080,574 +11,129 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.0% +0.0% 290.8 4,082,103 +124,468 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.9% +0.0% 271.7 1,357,884 +78 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.8% -0.2% 268.0 718,355 -1,543 2 —
☆IWB funds › ISHARES TR ADD — 1.7% +0.1% 256.1 625,348 +15,644 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.6% +0.1% 240.3 349,813 +8,378 2 —
☆GOOGL funds › ALPHABET INC ADD — 1.6% +0.2% 227.6 636,973 +3,403 2 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.4% -0.0% 199.8 610,353 -6,513 2 —
☆LLY funds › ELI LILLY & CO ADD — 1.3% +0.3% 185.9 155,017 +12,999 2 —
☆SO funds › SOUTHERN CO ADD — 1.3% -0.2% 184.9 1,932,339 +8,447 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.2% +0.0% 178.8 750,322 +11,193 2 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.1% +0.7% 155.7 134,862 -17,902 2 —
☆AFL funds › AFLAC INC ADD Common Stock 1.0% +0.0% 148.5 1,266,835 +116,311 2 —
☆IWR funds › ISHARES TR TRIM — 0.9% +0.0% 137.4 1,245,534 -7,987 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.8% +0.1% 120.4 340,632 -10,502 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.8% +0.1% 116.1 1,348,377 +1,127,408 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.8% -0.1% 113.6 447,481 +4,027 2 —
☆AVGO funds › BROADCOM INC ADD — 0.7% +0.1% 110.0 291,074 +6,955 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.7% -0.3% 108.7 794,836 +4,373 2 —
☆V funds › VISA INC ADD — 0.7% +0.0% 105.3 306,861 +1,694 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.7% +0.1% 99.2 466,375 +91,728 2 —
☆GLD funds › SPDR GOLD TR ADD — 0.6% -0.2% 92.1 250,022 +8,780 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.6% -0.1% 91.0 246,024 -34,727 2 —
☆HD funds › HOME DEPOT INC ADD — 0.6% -0.0% 89.8 254,542 +4,837 2 —
☆EFA funds › ISHARES TR ADD — 0.6% -0.0% 87.5 842,582 +8,492 2 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.6% -0.0% 85.0 1,623,402 +89,345 2 —
☆IVV funds › ISHARES TR ADD — 0.5% +0.0% 78.0 104,089 +37 2 —
☆ABBV funds › ABBVIE INC TRIM — 0.5% +0.0% 77.8 309,302 -2,073 2 —
☆GVI funds › ISHARES TR ADD — 0.5% +0.0% 74.6 702,746 +90,658 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.5% -0.1% 73.5 78,622 +769 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T ADD — 0.5% +0.0% 69.3 1,283,319 +17,685 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.5% -0.2% 66.5 401,107 +3,136 2 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.4% +0.0% 65.8 194,539 +6,650 2 —
☆CSCO funds › CISCO SYS INC ADD — 0.4% +0.1% 64.6 550,377 +4,371 2 —
☆AGG funds › ISHARES TR ADD — 0.4% -0.0% 64.0 646,646 +53,818 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.4% +0.1% 60.9 57,226 -531 2 —
☆IJR funds › ISHARES TR ADD — 0.4% +0.0% 60.3 406,907 +7,943 2 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.4% +0.2% 57.1 167,383 +5,784 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.4% +0.0% 54.5 73,967 -607 2 —
☆TJX funds › TJX COS INC NEW ADD — 0.4% -0.1% 53.9 355,887 +5,914 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.4% -0.1% 53.5 104,999 +681 2 —
☆WMT funds › WALMART INC ADD — 0.4% -0.1% 53.0 467,771 +2,178 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.4% +0.0% 52.0 184,932 +2,835 2 —
☆ETN funds › EATON CORP PLC ADD — 0.4% +0.0% 51.7 121,380 +1,330 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% -0.0% 51.2 102,271 +3,424 2 —
☆IJH funds › ISHARES TR ADD — 0.3% +0.0% 50.4 653,225 +73,992 2 —
☆DVY funds › ISHARES TR ADD — 0.3% -0.0% 48.0 307,307 +7,305 2 —
☆SHY funds › ISHARES TR ADD — 0.3% -0.0% 47.9 583,186 +8,081 2 —
☆UNP funds › UNION PAC CORP ADD — 0.3% +0.0% 47.6 175,107 +3,001 2 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.3% +0.0% 46.4 64,428 -4,322 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 0.3% +0.2% 45.4 152,470 -13,051 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 45.0 306,876 -5,389 2 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.1% 44.5 787,470 -138,082 2 —
☆JFLX funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% -0.0% 43.5 862,473 +51,489 2 -30.3%
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.3% +0.0% 41.9 30,314 -1,307 2 —
☆MRK funds › MERCK & CO INC ADD — 0.3% -0.0% 41.8 324,931 +4,610 2 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.0% 40.6 72,148 -2,501 2 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.3% -0.0% 40.2 1,368,604 +32,015 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 39.4 489,324 +365,004 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.3% -0.1% 39.1 144,718 +3,081 2 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.3% -0.0% 39.0 149,897 -777 2 —
☆AMGN funds › AMGEN INC ADD — 0.3% -0.0% 39.0 107,659 +965 2 —
☆FSCC funds › FEDERATED HERMES ETF TRUST ADD — 0.3% +0.1% 38.6 1,033,467 +108,102 2 —
☆HCA funds › HCA HEALTHCARE INC ADD — 0.3% -0.1% 38.4 98,386 +842 2 —
☆IEFA funds › ISHARES TR ADD — 0.3% -0.0% 37.8 391,221 +13,888 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 37.0 51,229 +3,074 2 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.3% +0.1% 36.9 88,730 -2,278 2 —
☆IWP funds › ISHARES TR TRIM — 0.3% +0.0% 36.7 250,670 -2,993 2 —
☆QGRO funds › AMERICAN CENTY ETF TR ADD — 0.2% +0.0% 36.6 310,201 +20,000 2 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.2% -0.0% 36.1 199,629 -296 2 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 35.9 188,273 -4,138 2 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 35.4 169,559 +14,021 2 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% +0.0% 34.2 601,074 -597 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.0% 33.7 45 -2 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 33.6 562,212 +29,192 2 —
☆VSDA funds › VICTORY PORTFOLIOS II ADD — 0.2% -0.0% 33.3 573,111 +1,385 2 -18.8%
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 33.2 175,179 +3,342 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.2% -0.0% 32.8 138,486 -8,081 2 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.2% -0.0% 32.8 46,580 -967 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 32.7 56,328 -1,071 2 —
☆GLW funds › CORNING INC ADD — 0.2% +0.1% 32.2 126,115 +1,426 2 —
☆IEMG funds › ISHARES INC ADD — 0.2% +0.0% 32.1 387,908 +49,240 2 —
☆ACWI funds › ISHARES TR ADD — 0.2% +0.2% 31.9 203,486 +197,951 2 —
☆QUAL funds › ISHARES TR TRIM — 0.2% -0.0% 31.7 144,536 -3,346 2 —
☆ORCL funds › ORACLE CORP TRIM — 0.2% -0.0% 31.6 215,308 -5,942 2 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% -0.0% 31.2 139,294 -4,688 2 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.2% -0.0% 30.8 138,190 +356 2 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.2% -0.0% 30.4 239,778 -5,609 2 —
☆BRTR funds › BLACKROCK ETF TRUST II ADD — 0.2% -0.0% 30.0 595,225 +28,475 2 —
☆LIN funds › LINDE PLC ADD — 0.2% -0.0% 29.4 56,564 +1,815 2 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 29.2 185,047 +3,916 2 —
☆ASML funds › ASML HLDG NV TRIM — 0.2% +0.0% 28.7 14,418 -515 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.1% 28.2 667,015 +17,951 2 —
☆VFH funds › VANGUARD WORLD FD TRIM — 0.2% -0.0% 27.9 212,066 -53 2 —
☆C funds › CITIGROUP INC ADD — 0.2% +0.0% 27.7 197,631 +10,125 2 —
☆COWZ funds › PACER FDS TR TRIM — 0.2% -0.0% 27.4 440,862 -47,909 2 —
☆CB funds › CHUBB LIMITED ADD — 0.2% +0.0% 26.8 78,586 +14,970 2 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.2% -0.0% 26.5 654,043 +69,959 2 -14.9%
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 26.3 26,043 +602 2 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.2% -0.1% 26.1 305,583 -88,710 2 —
☆MO funds › ALTRIA GROUP INC ADD — 0.2% +0.0% 25.9 359,909 +13,672 2 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.2% -0.0% 25.8 517,033 -15,911 2 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.2% -0.0% 25.3 62,220 +452 2 —
☆IWS funds › ISHARES TR TRIM — 0.2% +0.0% 25.1 152,413 -371 2 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.2% -0.0% 24.9 72,246 +1,829 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 24.6 47,850 -3,166 2 —
☆BLK funds › BLACKROCK INC ADD — 0.2% -0.0% 24.4 25,331 +437 2 —
☆GPC funds › GENUINE PARTS CO TRIM — 0.2% -0.0% 23.6 199,959 -17,336 2 —
☆SPSB funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 23.4 779,131 +110,428 2 -29.6%
☆IJT funds › ISHARES TR ADD — 0.2% +0.0% 22.9 128,295 +1,463 2 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.2% -0.0% 22.7 249,681 -2,054 2 —
☆TLH funds › ISHARES TR ADD — 0.2% -0.0% 22.3 222,202 +21,706 2 -41.6%
☆CME funds › CME GROUP INC TRIM — 0.2% -0.1% 22.3 100,797 -11,870 2 —
☆SNA funds › SNAP ON INC TRIM — 0.1% -0.0% 20.7 51,396 -2,345 2 —
☆IWN funds › ISHARES TR TRIM — 0.1% +0.0% 20.4 92,369 -128 2 —
☆JHSC funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.1% -0.0% 20.4 420,616 -4,320 2 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% -0.0% 20.3 148,066 +4,779 2 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.1% 20.0 66,397 +58,851 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 20.0 41,876 -2,455 2 —
☆SHEL funds › SHELL PLC TRIM — 0.1% -0.0% 19.9 256,585 -2,394 2 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 19.8 955,046 +29,389 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 19.6 223,776 +892 2 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 19.5 63,662 +432 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 19.3 229,929 +24,634 2 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO TRIM — 0.1% +0.0% 19.0 165,374 -2,996 2 +40.0%
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.1% 19.0 37,906 -14,708 2 —
☆BMO funds › BANK MONTREAL MEDIUM ADD — 0.1% +0.0% 18.9 106,906 +1,308 2 +49.0%
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 18.6 29,294 -368 2 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 18.4 363,695 +9,391 2 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 18.4 131,660 +20,974 2 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.1% -0.0% 18.2 55,102 -1,187 2 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.1% -0.0% 18.1 240,881 -270 2 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.0% 17.9 25,073 +159 2 —
☆GNRC funds › GENERAC HLDGS INC ADD — 0.1% +0.0% 17.9 60,971 +3,650 2 -43.6%
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 17.8 215,558 +41,015 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.1% -0.0% 17.2 298,653 +2,424 2 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 16.8 95,495 +5,694 2 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 16.8 697,936 +107,409 2 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.1% +0.0% 16.7 42,046 +889 2 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.1% +0.0% 16.7 115,379 +3,968 2 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.0% 16.7 180,572 -4,831 2 —
☆ENB funds › ENBRIDGE INC TRIM — 0.1% -0.0% 16.6 305,868 -1,664 2 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% -0.0% 16.4 114,723 +2,327 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 16.4 55,092 +2,547 2 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.0% 16.2 237,167 +59,137 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 16.2 220,609 +5,512 2 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.1% +0.0% 15.9 11,904 +42 2 -38.5%
☆SLV funds › ISHARES SILVER TR ADD — 0.1% -0.0% 15.9 296,534 +2,178 2 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 15.7 116,175 -4,710 2 —
☆OEF funds › ISHARES TR ADD — 0.1% +0.0% 15.7 42,881 +17,372 2 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 15.6 125,134 +2,466 2 —
☆VALQ funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 15.6 223,276 -4,893 2 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% -0.0% 15.6 156,761 -3,319 2 —
☆IWO funds › ISHARES TR ADD — 0.1% +0.0% 15.5 39,437 +214 2 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 15.5 112,703 +8,097 2 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 15.4 98,258 -2,333 2 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.1% -0.0% 15.2 123,440 +6,760 2 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 15.2 36,042 +360 2 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 15.1 79,360 -9,612 2 —
☆SPTS funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 14.9 513,173 +71,050 2 —
☆DRI funds › DARDEN RESTAURANTS INC TRIM — 0.1% -0.0% 14.9 72,147 -148 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 14.7 123,361 +107,600 2 —
☆IJS funds › ISHARES TR ADD — 0.1% +0.0% 14.7 107,217 +2,899 2 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 14.5 38,760 +457 2 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.1% 14.4 201,170 -5,884 2 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 14.3 185,977 +1,163 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 14.2 65,273 +7,439 2 —
☆WINN funds › HARBOR ETF TRUST ADD — 0.1% +0.0% 14.1 435,754 +13,453 2 —
☆IVE funds › ISHARES TR ADD — 0.1% -0.0% 14.1 62,103 +1,177 2 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.0% 14.1 39,779 -1,194 2 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.1% -0.0% 13.9 239,857 -3,787 2 —
☆FAST funds › FASTENAL CO ADD — 0.1% -0.0% 13.9 288,498 +5,255 2 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.0% 13.9 84,692 -1,768 2 —
☆BE funds › BLOOM ENERGY CORP TRIM — 0.1% +0.0% 13.8 45,468 -13,278 2 —
☆STIP funds › ISHARES TR ADD — 0.1% +0.1% 13.7 134,390 +90,906 2 —
☆LQD funds › ISHARES TR ADD — 0.1% -0.0% 13.3 121,947 +3,639 2 —
☆CTAS funds › CINTAS CORP ADD — 0.1% -0.0% 13.1 77,206 +1,969 2 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 13.1 95,378 +400 2 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 12.8 57,313 +57,313 1 -11.2%
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 12.6 57,188 +57,188 1 -104.9%
☆CUSIP:75524B104 funds › RBC BEARINGS INC TRIM — 0.1% +0.0% 12.6 19,549 -811 2 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.1% +0.0% 12.4 52,217 +3,953 2 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.1% -0.0% 12.4 69,488 +66,715 2 +36.2%
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.1% +0.0% 12.3 23,619 +85 2 —
☆IGSB funds › ISHARES TR ADD — 0.1% -0.0% 12.1 230,809 +24,050 2 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.1% -0.0% 12.1 102,117 +4,130 2 -2.1%
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.1% -0.0% 12.1 109,863 -3,774 2 —
☆EOG funds › EOG RES INC TRIM — 0.1% -0.0% 12.0 92,254 -1,153 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 11.8 149,940 -4,752 2 —
☆CASY funds › CASEYS GEN STORES INC ADD — 0.1% -0.0% 11.8 14,869 +268 2 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 11.7 53,167 -1,760 2 —
☆LH funds › LABCORP HOLDINGS INC TRIM — 0.1% -0.0% 11.6 41,291 -1,769 2 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 11.1 25,583 +198 2 —
☆TMUS funds › T-MOBILE US INC ADD — 0.1% -0.0% 11.0 65,662 +778 2 -61.6%
☆TBIL funds › RBB FD INC TRIM — 0.1% -0.0% 10.9 219,117 -58,780 2 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 10.8 44,539 -1,608 2 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 10.7 117,374 +8,075 2 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.1% -0.0% 10.7 36,702 +354 2 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.1% -0.0% 10.6 145,102 +1,301 2 +43.8%
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 10.5 117,917 +2,413 2 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 10.4 88,276 +129 2 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 10.3 112,376 +10,893 2 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 10.2 80,178 -1,939 2 -5.8%
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 10.2 192,568 -18,799 2 —
☆ICSH funds › ISHARES TR ADD — 0.1% -0.0% 10.1 199,512 +1,027 2 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% +0.0% 9.9 157,967 +75,859 2 —
☆MMM funds › 3M CO TRIM — 0.1% -0.0% 9.9 61,222 -588 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.1% +0.0% 9.9 19,848 +622 2 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 9.8 309,885 +549 2 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.1% -0.0% 9.7 51,065 +4,802 2 -75.4%
☆RLY funds › SSGA ACTIVE ETF TR NEW — 0.1% +0.1% 9.7 279,860 +279,860 1 -22.1%
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 9.6 26,359 -397 2 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 9.6 51,835 +1,949 2 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.0% 9.5 35,192 +1,315 2 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.1% +0.0% 9.5 312,986 -1,950 2 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.0% 9.4 80,388 -19,868 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 9.1 179,733 +84,948 2 —
☆GDX funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 8.8 116,861 -922 2 —
☆SAMT funds › ADVISORS INNER CIRCLE FD III NEW — 0.1% +0.1% 8.8 183,628 +183,628 1 -31.9%
☆IJJ funds › ISHARES TR ADD — 0.1% +0.0% 8.8 59,313 +2,330 2 —
☆VRSN funds › VERISIGN INC TRIM — 0.1% -0.0% 8.8 34,788 -906 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 8.7 7,425 +57 2 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 8.7 237,989 -3,928 2 —
☆XSOE funds › WISDOMTREE TR ADD — 0.1% +0.0% 8.7 176,341 +6,379 2 -7.8%
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 8.7 89,724 -1,245 2 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 8.6 289,001 +11,905 2 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 8.6 27,206 -521 2 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 8.5 103,134 -17,744 2 —
☆PFF funds › ISHARES TR TRIM — 0.1% -0.0% 8.5 278,261 -22,945 2 —
☆LYTS funds › LSI INDS INC OHIO HOLD — 0.1% +0.0% 8.5 318,197 +0 2 -6.8%
☆CPRT funds › COPART INC TRIM — 0.1% -0.0% 8.4 299,139 -4,939 2 —
☆TGT funds › TARGET CORP ADD — 0.1% +0.0% 8.4 64,326 +5,241 2 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 8.3 86,156 -27,103 2 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC ADD — 0.1% +0.0% 8.3 243,582 +13,821 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 8.3 140,399 +2,300 2 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.1% -0.0% 8.2 193,225 +36,936 2 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 8.2 20,713 +48 2 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 8.1 78,640 +954 2 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 8.1 187,801 +4,183 2 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 8.0 52,741 +83 2 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 8.0 97,198 +3,402 2 —
☆GLDM funds › WORLD GOLD TR ADD — 0.1% -0.0% 8.0 100,221 +1,082 2 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 7.9 269,133 +10,678 2 —
☆USB funds › US BANCORP ADD — 0.1% +0.0% 7.9 130,351 +10,439 2 —
☆STT funds › STATE STR CORP ADD — 0.1% +0.0% 7.6 45,049 +1,008 2 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 7.6 166,941 +810 2 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.0% 7.6 79,974 -3,925 2 —
☆KRYS funds › KRYSTAL BIOTECH INC ADD — 0.1% +0.0% 7.5 20,243 +63 2 —
☆EFV funds › ISHARES TR TRIM — 0.1% -0.0% 7.5 97,501 -2,648 2 —
☆HYGV funds › FLEXSHARES TR ADD — 0.1% -0.0% 7.4 184,892 +16,777 2 -27.3%
☆VB funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 7.4 24,536 -130 2 —
☆SKOR funds › FLEXSHARES TR ADD — 0.1% -0.0% 7.4 152,966 +11,620 2 —
☆MEDI funds › HARBOR ETF TRUST ADD — 0.1% +0.0% 7.3 216,677 +97,279 2 —
☆GSK funds › GSK PLC TRIM — 0.0% -0.0% 7.3 139,689 -941 2 —
☆TW funds › TRADEWEB MKTS INC ADD — 0.0% -0.0% 7.2 72,559 +12,614 2 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.0% -0.0% 7.2 24,482 +344 2 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.0% -0.0% 7.1 27,785 -371 2 —
☆BA funds › BOEING CO ADD — 0.0% -0.0% 7.1 32,729 +91 2 —
☆HALO funds › HALOZYME THERAPEUTICS INC ADD — 0.0% +0.0% 7.0 89,881 +4,000 2 —
☆ROK funds › ROCKWELL AUTOMATION INC TRIM — 0.0% +0.0% 7.0 14,134 -185 2 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 6.9 43,721 +6,908 2 —
☆SONY funds › SONY GROUP CORP ADD — 0.0% -0.0% 6.9 343,081 +1,938 2 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 6.9 197,399 -12,011 2 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 6.8 240,591 +24,842 2 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 6.8 142,423 +2,146 2 —
☆FTNT funds › FORTINET INC ADD — 0.0% +0.0% 6.8 44,027 +27 2 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 6.7 228,833 +64,652 2 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 6.7 273,534 -7,884 2 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.0% -0.0% 6.7 53,909 +774 2 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 6.7 25,636 +526 2 —
☆SSB funds › SOUTHSTATE BK CORP TRIM — 0.0% -0.0% 6.7 66,746 -862 2 —
☆WTPI funds › WISDOMTREE TR NEW — 0.0% +0.0% 6.6 202,105 +202,105 1 -5.5%
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 6.4 205,599 +2,730 2 —
☆EZM funds › WISDOMTREE TR TRIM — 0.0% -0.0% 6.4 84,335 -2,541 2 —
☆OTIS funds › OTIS WORLDWIDE CORP TRIM — 0.0% -0.0% 6.4 88,865 -674 2 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% +0.0% 6.4 4,668 +226 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 6.3 40,340 +293 2 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.0% -0.0% 6.2 12,716 -733 2 —
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.0% 6.1 66,860 -837 2 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% -0.0% 6.1 53,051 +1,093 2 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 6.1 179,482 -6,358 2 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 6.0 35,628 -919 2 —
☆GOVT funds › ISHARES TR TRIM — 0.0% -0.0% 6.0 263,866 -38,372 2 —
☆APA funds › APA CORPORATION ADD — 0.0% -0.0% 6.0 183,878 +12,240 2 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 6.0 5,268 +4,413 2 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 6.0 99,720 -11,911 2 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 5.9 86,186 +12,421 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.0% +0.0% 5.8 116,196 +15,686 2 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 5.8 26,104 +1,910 2 —
☆QYLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 5.8 313,714 +26,643 2 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% -0.0% 5.8 5,893 +44 2 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 5.7 78,827 -1,719 2 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 5.6 72,108 -41,616 2 —
☆VMC funds › VULCAN MATLS CO ADD — 0.0% -0.0% 5.6 18,978 +85 2 —
☆AXSM funds › AXSOME THERAPEUTICS INC. TRIM — 0.0% +0.0% 5.6 22,842 -23 2 —
☆SU funds › SUNCOR ENERGY INC NEW TRIM — 0.0% -0.0% 5.6 103,683 -3,194 2 —
☆HBAN funds › HUNTINGTON BANCSHARES INC ADD — 0.0% +0.0% 5.5 311,076 +56,905 2 -22.1%
☆MUB funds › ISHARES TR TRIM — 0.0% -0.0% 5.5 51,165 -1,183 2 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 5.5 17,469 -1,881 2 —
☆IJK funds › ISHARES TR ADD — 0.0% +0.0% 5.3 45,403 +4,043 2 —
☆NTRA funds › NATERA INC ADD — 0.0% +0.0% 5.3 19,490 +214 2 —
☆GL funds › GLOBE LIFE INC ADD — 0.0% +0.0% 5.3 29,603 +11 2 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% -0.0% 5.3 77,009 +1,021 2 —
☆FN funds › FABRINET TRIM — 0.0% -0.0% 5.2 9,322 -185 2 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.1% 5.2 60,221 -154,913 2 —
☆ECL funds › ECOLAB INC TRIM — 0.0% -0.0% 5.2 18,583 -2,550 2 —
☆HYDB funds › ISHARES TR ADD — 0.0% +0.0% 5.2 110,135 +32,801 2 —
☆DT funds › DYNATRACE INC ADD — 0.0% +0.0% 5.1 116,873 +2,332 2 —
☆RYAN funds › RYAN SPECIALTY HOLDINGS INC ADD — 0.0% +0.0% 5.1 135,401 +26,926 2 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.0% -0.0% 5.1 67,663 -3,949 2 —
☆COR funds › CENCORA INC TRIM — 0.0% -0.0% 5.1 18,024 -406 2 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 5.1 25,317 -1,295 2 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 5.0 21,155 +34 2 —
☆ENTG funds › ENTEGRIS INC TRIM — 0.0% +0.0% 5.0 27,966 -637 2 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 5.0 54,764 -217 2 —
☆BN funds › BROOKFIELD CORP TRIM — 0.0% -0.0% 5.0 117,123 -220 2 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 5.0 155,907 -1,216 2 —
☆KBWB funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 5.0 53,562 -515 2 —
☆ING funds › ING GROEP N.V. TRIM — 0.0% +0.0% 5.0 158,622 -226 2 —
☆SLB funds › SLB LIMITED ADD — 0.0% -0.0% 5.0 106,719 +5,350 2 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 5.0 93,917 +22,862 2 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 4.9 47,547 +1,013 2 —
☆BAP funds › CREDICORP LTD TRIM — 0.0% +0.0% 4.9 12,570 -24 2 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 4.9 47,466 +726 2 —
☆RPRX funds › ROYALTY PHARMA PLC TRIM — 0.0% +0.0% 4.8 86,237 -377 2 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 4.8 94,745 +6,363 2 —
☆SNDX funds › SYNDAX PHARMACEUTICALS INC ADD — 0.0% -0.0% 4.7 217,173 +14,891 2 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 4.7 178,302 +16,477 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.0% -0.0% 4.6 125,389 +16 2 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 4.6 18,548 +756 2 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% +0.0% 4.6 62,468 -6,561 2 —
☆IYF funds › ISHARES TR TRIM — 0.0% -0.0% 4.5 35,504 -35 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 4.5 42,082 -2,331 2 —
☆CCJ funds › CAMECO CORP TRIM — 0.0% -0.0% 4.4 43,607 -6,126 2 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% +0.0% 4.4 17,947 +495 2 —
☆NHI funds › NATIONAL HEALTH INVS INC HOLD — 0.0% -0.0% 4.4 57,627 +0 2 -65.0%
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 4.3 105,511 +940 2 —
☆FLTR funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 4.3 166,281 -42,753 2 —
☆BWXT funds › BWX TECHNOLOGIES INC ADD — 0.0% -0.0% 4.2 21,821 +370 2 —
☆YUM funds › YUM BRANDS INC TRIM — 0.0% -0.0% 4.2 26,072 -291 2 —
☆IDV funds › ISHARES TR TRIM — 0.0% -0.0% 4.2 100,536 -124,063 2 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.0% -0.0% 4.2 19,542 -229 2 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 4.2 59,452 +286 2 —
☆VSTM funds › VERASTEM INC ADD — 0.0% +0.0% 4.2 1,086,440 +591,174 2 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 4.1 55,801 +105 2 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 4.1 49,935 +615 2 —
☆HLN funds › HALEON PLC ADD — 0.0% -0.0% 4.1 443,519 +9,626 2 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.0% -0.0% 4.1 107,937 +0 2 —
☆JKHY funds › HENRY JACK & ASSOC INC ADD — 0.0% -0.0% 4.1 29,806 +519 2 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 4.1 45,542 +3,572 2 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.0% +0.0% 4.1 80,647 +11,387 2 —
☆NHC funds › NATIONAL HEALTHCARE CORP HOLD — 0.0% +0.0% 4.1 19,250 +0 2 +57.9%
☆FNDE funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 4.0 101,836 +3,389 2 —
☆ITOT funds › ISHARES TR TRIM — 0.0% +0.0% 4.0 24,557 -44 2 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.0% +0.0% 4.0 10,249 +136 2 —
☆AZO funds › AUTOZONE INC TRIM — 0.0% -0.0% 4.0 1,240 -5 2 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 4.0 50,714 -1,476 2 —
☆ACWX funds › ISHARES TR ADD — 0.0% +0.0% 3.9 51,731 +4,870 2 —
☆SHV funds › ISHARES TR NEW — 0.0% +0.0% 3.9 35,298 +35,298 1 -20.5%
☆PICK funds › ISHARES INC ADD — 0.0% -0.0% 3.9 66,524 +7 2 —
☆JBL funds › JABIL INC ADD — 0.0% +0.0% 3.8 9,965 +2,295 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 3.8 3,971 +301 2 —
☆WY funds › WEYERHAEUSER CO TRIM — 0.0% -0.0% 3.8 158,966 -36,931 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 3.8 41,255 +1,708 2 —
☆COO funds › COOPER COS INC ADD — 0.0% -0.0% 3.8 52,956 +4,012 2 —
☆BUFT funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 3.8 145,504 +1,872 2 —
☆EVLV funds › EVOLV TECHNOLOGIES HLDNGS IN ADD — 0.0% -0.0% 3.8 647,705 +82,358 2 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.0% -0.0% 3.7 72,101 -16,166 2 —
☆DGRO funds › ISHARES TR ADD — 0.0% -0.0% 3.7 49,218 +770 2 —
☆NPO funds › ENPRO INC TRIM — 0.0% +0.0% 3.7 9,808 -327 2 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.0% -0.0% 3.7 15,968 +243 2 —
☆RY funds › ROYAL BK CDA TRIM — 0.0% +0.0% 3.7 17,708 -9 2 +38.4%
☆SMH funds › VANECK ETF TRUST ADD — 0.0% +0.0% 3.7 5,577 +208 2 —
☆VNLA funds › JANUS DETROIT STR TR TRIM — 0.0% -0.0% 3.6 74,386 -501 2 -28.1%
☆CWI funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 3.6 88,895 +5,002 2 —
☆ZM funds › ZOOM COMMUNICATIONS INC ADD — 0.0% +0.0% 3.6 41,386 +36,246 2 +12.7%
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 3.6 88,490 +24,731 2 —
☆LDP funds › COHEN & STEERS LTD DURATION ADD — 0.0% -0.0% 3.6 168,135 +708 2 —
☆JMEE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 3.6 45,519 +440 2 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD — 0.0% +0.0% 3.5 140,704 +1,776 2 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 3.5 86,876 +7,930 2 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.0% -0.0% 3.5 44,950 -752 2 —
☆HAL funds › HALLIBURTON CO ADD — 0.0% +0.0% 3.5 102,423 +74,181 2 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 3.4 16,726 -1,762 2 —
☆DOW funds › DOW HLDGS INC ADD — 0.0% +0.0% 3.4 125,318 +85,659 2 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL ADD — 0.0% -0.0% 3.3 2,616 +81 2 —
☆FLOT funds › ISHARES TR ADD — 0.0% +0.0% 3.3 65,208 +14,429 2 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 3.3 41,775 -2,021 2 —
☆CNI funds › CANADIAN NATL RY CO ADD — 0.0% +0.0% 3.3 27,782 +8,759 2 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 3.3 35,248 -1,081 2 —
☆FCN funds › FTI CONSULTING INC ADD — 0.0% -0.0% 3.3 21,931 +4,619 2 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 3.3 16,484 +618 2 —
☆ROST funds › ROSS STORES INC ADD — 0.0% -0.0% 3.2 15,208 +859 2 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.0% +0.0% 3.2 66,404 +56,050 2 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 3.2 59,836 +2,140 2 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 3.2 18,080 +512 2 —
☆MTRN funds › MATERION CORP TRIM — 0.0% +0.0% 3.2 10,709 -1,729 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 3.2 36,121 +28,996 2 —
☆IWV funds › ISHARES TR ADD — 0.0% +0.0% 3.1 7,334 +65 2 —
☆MINT funds › PIMCO ETF TR TRIM — 0.0% -0.0% 3.1 30,741 -2,221 2 —
☆NVS funds › NOVARTIS AG TRIM — 0.0% -0.0% 3.1 19,742 -1,012 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.0% -0.0% 3.1 26,513 +632 2 —
☆CCEP funds › COCA-COLA EUROPACIFIC PARTNE TRIM — 0.0% -0.0% 3.1 30,746 -91 2 —
☆PAYX funds › PAYCHEX INC ADD — 0.0% -0.0% 3.0 30,912 +252 2 —
☆SUNB funds › SUNBELT RENTALS HOLDINGS INC TRIM — 0.0% +0.0% 3.0 40,476 -370 2 +4.8%
☆KHC funds › KRAFT HEINZ CO ADD — 0.0% +0.0% 3.0 126,751 +114,308 2 —
☆GRMN funds › GARMIN LTD ADD — 0.0% +0.0% 3.0 12,528 +3,137 2 +80.2%
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 2.9 19,491 +178 2 —
☆AIG funds › AMERICAN INTL GROUP INC TRIM — 0.0% -0.0% 2.9 39,030 -5,581 2 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 2.9 32,118 -533 2 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 2.9 65,737 -887 2 -21.8%
☆BBY funds › BEST BUY INC ADD — 0.0% +0.0% 2.9 37,798 +712 2 +52.2%
☆DAL funds › DELTA AIR LINES INC ADD — 0.0% +0.0% 2.9 30,486 +17 2 —
☆NOVT funds › NOVANTA INC NEW — 0.0% +0.0% 2.8 17,510 +17,510 1 +24.9%
☆MSM funds › MSC INDL DIRECT INC ADD — 0.0% +0.0% 2.8 23,865 +387 2 +52.8%
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 2.8 3,696 -43 2 —
☆DLN funds › WISDOMTREE TR ADD — 0.0% -0.0% 2.8 28,552 +459 2 —
☆RIO funds › RIO TINTO PLC ADD — 0.0% -0.0% 2.7 28,893 +358 2 —
☆MOGA funds › MOOG INC ADD — 0.0% +0.0% 2.7 6,457 +19 2 —
☆DGX funds › QUEST DIAGNOSTICS INC ADD — 0.0% +0.0% 2.7 12,687 +5,943 2 +1.7%
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 2.6 29,145 -1,540 2 —
☆KORP funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 2.6 56,005 +56,005 1 -22.4%
☆KRE funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.6 34,835 +408 2 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 2.6 15,532 -6,387 2 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% +0.0% 2.6 14,411 +2,077 2 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 2.6 15,151 +5,819 2 —
☆CSEN funds › COHEN & STEERS ETF TRUST NEW — 0.0% +0.0% 2.6 108,456 +108,456 1 -4.1%
☆RPM funds › RPM INTL INC TRIM — 0.0% -0.0% 2.6 23,048 -94 2 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% +0.0% 2.6 31,247 -441 2 +0.8%
☆IYE funds › ISHARES TR TRIM — 0.0% -0.0% 2.5 45,030 -185 2 —
☆TPR funds › TAPESTRY INC ADD — 0.0% +0.0% 2.5 17,312 +1,642 2 —
☆IBTH funds › ISHARES TR ADD — 0.0% -0.0% 2.5 112,937 +5,638 2 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 2.5 4,953 -475 2 —
☆HYG funds › ISHARES TR TRIM — 0.0% -0.0% 2.5 31,483 -5,246 2 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.5 21,142 +611 2 —
☆RISR funds › TIDAL TRUST I TRIM — 0.0% -0.0% 2.5 69,476 -24,681 2 -19.0%
☆IWY funds › ISHARES TR ADD — 0.0% +0.0% 2.5 8,613 +202 2 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 2.5 44,200 +21,004 2 —
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 2.5 41,061 -7,836 2 —
☆SBRA funds › SABRA HEALTH CARE REIT INC TRIM — 0.0% -0.0% 2.4 125,300 -771 2 -28.2%
☆ESI funds › ELEMENT SOLUTIONS INC TRIM — 0.0% +0.0% 2.4 51,188 -10,077 2 —
☆QINT funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 2.4 35,115 +705 2 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 2.4 29,961 +740 2 —
☆MTSI funds › MACOM TECH SOLUTIONS HLDGS I TRIM — 0.0% -0.0% 2.4 6,342 -3,953 2 —
☆ITT funds › ITT INC TRIM — 0.0% -0.0% 2.4 12,197 -38 2 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% +0.0% 2.4 2,904 +63 2 —
☆AIT funds › APPLIED INDL TECHNOLOGIES IN ADD — 0.0% +0.0% 2.3 6,943 +288 2 —
☆LSCC funds › LATTICE SEMICONDUCTOR CORP ADD — 0.0% +0.0% 2.3 15,323 +63 2 —
☆ALC funds › ALCON AG TRIM — 0.0% -0.0% 2.3 34,434 -773 2 —
☆LFUS funds › LITTELFUSE INC TRIM — 0.0% +0.0% 2.3 5,060 -594 2 —
☆IXUS funds › ISHARES TR TRIM — 0.0% -0.0% 2.3 24,095 -538 2 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 2.3 27,111 +2,315 2 —
☆VEEV funds › VEEVA SYS INC ADD — 0.0% -0.0% 2.3 12,902 +426 2 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.3 23,182 +5,018 2 —
☆SNDK funds › SANDISK CORP TRIM — 0.0% +0.0% 2.3 1,005 -6 2 +682.7%
☆HSTM funds › HEALTHSTREAM INC ADD — 0.0% +0.0% 2.3 83,597 +600 2 +77.2%
☆CTVA funds › CORTEVA INC TRIM — 0.0% -0.0% 2.3 26,758 -254 2 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.0% -0.0% 2.3 5,449 -1,543 2 —
☆MBB funds › ISHARES TR ADD — 0.0% +0.0% 2.3 23,809 +3,216 2 —
☆ENSG funds › ENSIGN GROUP INC ADD — 0.0% -0.0% 2.2 13,977 +728 2 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 2.2 43,823 +3,102 2 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 2.2 12,055 +27 2 —
☆EXC funds › EXELON CORP ADD — 0.0% +0.0% 2.2 47,726 +13,299 2 —
☆TXRH funds › TEXAS ROADHOUSE INC ADD — 0.0% +0.0% 2.2 11,462 +1,385 2 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 2.2 16,962 +4,284 2 -8.2%
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.2 35,757 +5,096 2 —
☆SAP funds › SAP SE TRIM — 0.0% -0.0% 2.2 14,183 -627 2 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 2.2 7,200 +1,041 2 —
☆VRSK funds › VERISK ANALYTICS INC ADD — 0.0% -0.0% 2.2 12,105 +216 2 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.0% -0.0% 2.1 17,004 -6,969 2 —
☆CUSIP:920253101 funds › VALMONT INDS INC TRIM — 0.0% +0.0% 2.1 3,704 -808 2 —
☆DXCM funds › DEXCOM INC TRIM — 0.0% -0.0% 2.1 31,757 -169 2 +32.9%
☆BIIB funds › BIOGEN INC TRIM — 0.0% +0.0% 2.1 9,892 -33 2 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 2.1 9,397 +1,370 2 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 2.1 77,332 +59,790 2 —
☆CFR funds › CULLEN FROST BANKERS INC ADD — 0.0% +0.0% 2.1 13,501 +2,034 2 +13.0%
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 2.1 50,542 -11,188 2 —
☆DEO funds › DIAGEO PLC ADD — 0.0% -0.0% 2.1 25,576 +608 2 —
☆SOXX funds › ISHARES TR TRIM — 0.0% +0.0% 2.1 3,203 -36 2 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.0% +0.0% 2.0 3,205 -41 2 —
☆IBB funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 10,693 -66 2 —
☆ABCB funds › AMERIS BANCORP ADD — 0.0% +0.0% 2.0 22,512 +52 2 —
☆BHE funds › BENCHMARK ELECTRS INC ADD — 0.0% +0.0% 2.0 20,461 +2,302 2 +72.3%
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 2.0 48,662 +18,504 2 —
☆BMRN funds › BIOMARIN PHARMACEUTICAL INC ADD — 0.0% -0.0% 2.0 35,081 +172 2 -4.5%
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% -0.0% 2.0 4,337 +18 2 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 2.0 19,293 +313 2 —
☆CBRE funds › CBRE GROUP INC ADD — 0.0% -0.0% 2.0 14,555 +3 2 —
☆AGYS funds › AGILYSYS INC ADD — 0.0% +0.0% 1.9 18,608 +89 2 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 1.9 6,185 -1,065 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% +0.0% 1.9 2,533 +212 2 —
☆VCYT funds › VERACYTE INC TRIM — 0.0% +0.0% 1.9 32,698 -106 2 —
☆CI funds › THE CIGNA GROUP TRIM — 0.0% -0.0% 1.9 6,962 -326 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 14,665 1128 0.06 32% 0.015 0.839 — in
2026Q1 13,071 1076 0.21 32% 0.015 0.617 — entered
2025Q4 8,977 943 0.00 42% 0.025 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status