Now live: Pro — the full 13F research suite for serious investorsSee pricing →
NAVELLIER & ASSOCIATES INC

Q1 2024 · 13F-HR

NAVELLIER & ASSOCIATES INCholdings as filed

Filed 2024-05-14 · accession 0001104659-24-060756

$811.6M
Reported value
333
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$53.4M6.58%59,136CommonNONE
86800U104SMCIUSDSuper Micro Computer, Inc.$42.0M5.18%41,600CommonNONE
29084Q100EMEEMCOR Group, Inc.$22.5M2.77%64,217CommonNONE
532457108LLYEli Lilly and Company$19.9M2.45%25,605CommonNONE
30231G102XOMExxon Mobil Corporation$19.7M2.43%169,850CommonNONE
74762E102QUREQuanta Services, Inc.$18.9M2.32%72,586CommonNONE
20825C104COPConocoPhillips$16.4M2.02%128,952CommonNONE
670100205NVONovo Nordisk A/S Sponsored ADR Class B$14.6M1.80%113,831CommonNONE
594918104MSFTMicrosoft Corporation$14.4M1.77%34,211CommonNONE
718546104PSXPhillips 66$13.6M1.67%82,959CommonNONE
22160K105COSTCostco Wholesale Corporation$12.3M1.51%16,759CommonNONE
889478103TOLToll Brothers, Inc.$11.5M1.41%88,751CommonNONE
12008R107BLDRBuilders FirstSource, Inc.$11.0M1.35%52,560CommonNONE
037833100AAPLApple Inc.$10.7M1.32%62,564CommonNONE
693718108PCARPACCAR Inc$10.7M1.32%86,534CommonNONE
22788C105CRWDCrowdStrike Holdings, Inc. Class A$9.1M1.13%28,541CommonNONE
V7780T103RCLRoyal Caribbean Group$8.9M1.10%64,242CommonNONE
92840M102VSTVistra Corp.$8.9M1.09%127,185CommonNONE
26856L103ELFe.l.f. Beauty, Inc.$8.6M1.06%43,864CommonNONE
743315103PGRProgressive Corporation$7.8M0.96%37,756CommonNONE
000360206AAONAAON, Inc.$7.4M0.92%84,464CommonNONE
11135F101AVGOBroadcom Inc.$7.3M0.90%5,527CommonNONE
56585A102MPCMarathon Petroleum Corporation$7.1M0.88%35,473CommonNONE
89055F103BLDTopBuild Corp.$6.9M0.86%15,756CommonNONE
92537N108VRTVertiv Holdings Co. Class A$6.7M0.83%82,362CommonNONE
92837L109VISTVista Energy SAB de CV Sponsored ADR Class A$6.6M0.81%158,790CommonNONE
G29183103ETNEaton Corp. Plc$6.6M0.81%20,965CommonNONE
00287Y109ABBVAbbVie, Inc.$6.5M0.80%35,493CommonNONE
70202L102PSNParsons Corporation$6.4M0.79%76,858CommonNONE
N3167Y103RACEFerrari NV$5.7M0.70%13,031CommonNONE
713448108PEPPepsiCo, Inc.$5.5M0.68%31,663CommonNONE
040413106ANETEURArista Networks, Inc.$5.5M0.68%18,942CommonNONE
443510607HUBBHubbell Incorporated$5.5M0.68%13,204CommonNONE
446413106HIIHuntington Ingalls Industries, Inc.$5.3M0.65%18,139CommonNONE
191241108KOFCoca-Cola FEMSA SAB de CV Sponsored ADR Class L$5.2M0.65%53,891CommonNONE
217204106CPRTCopart, Inc.$5.2M0.64%90,205CommonNONE
020002101ALLAllstate Corporation$5.2M0.64%30,077CommonNONE
30303M102METAMeta Platforms Inc Class A$5.2M0.64%10,669CommonNONE
03073E105CORCencora, Inc.$5.0M0.62%20,710CommonNONE
03957W106AROCArchrock Inc.$5.0M0.61%253,594CommonNONE
92532F100VRTXVertex Pharmaceuticals Incorporated$5.0M0.61%11,861CommonNONE
67059N108NTNXNutanix, Inc. Class A$4.7M0.57%75,391CommonNONE
199908104FIXComfort Systems USA, Inc.$4.6M0.57%14,479CommonNONE
45765U103NSITInsight Enterprises, Inc.$4.5M0.56%24,317CommonNONE
031162100AMGNAmgen Inc.$4.5M0.55%15,729CommonNONE
05464C101AXONAxon Enterprise Inc$4.4M0.54%14,071CommonNONE
191098102COKECoca-Cola Consolidated, Inc.$4.4M0.54%5,152CommonNONE
87612G101TRGPTarga Resources Corp.$4.2M0.52%37,782CommonNONE
33734X150FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$4.2M0.52%57,839CommonNONE
893641100TDGTransDigm Group Incorporated$4.2M0.52%3,401CommonNONE
739128106POWLPowell Industries, Inc.$4.0M0.50%28,445CommonNONE
550021109LULUlululemon athletica inc.$3.9M0.48%9,904CommonNONE
913456109UVVUniversal Corp$3.9M0.48%74,773CommonNONE
33734X135FXOFirst Trust Financials AlphaDEX Fund$3.8M0.47%80,537CommonNONE
742718109PGProcter & Gamble Company$3.7M0.46%23,064CommonNONE
26875P101EOGEOG Resources, Inc.$3.7M0.46%29,200CommonNONE
33734X101FXDFirst Trust Consumer Discretionary AlphaDEX Fund$3.7M0.46%57,822CommonNONE
Y2106R110LPGDorian LPG Ltd.$3.6M0.45%94,027CommonNONE
337345102QTECFirst Trust NASDAQ-100 Technology Sector Index Fund$3.6M0.44%18,854CommonNONE
099502106BAHBooz Allen Hamilton Holding Corporation Class A$3.6M0.44%24,027CommonNONE
457187102INGRIngredion Incorporated$3.5M0.44%30,254CommonNONE
91913Y100VLOValero Energy Corporation$3.5M0.43%20,375CommonNONE
166764100CVXChevron Corporation$3.5M0.43%21,909CommonNONE
023135106AMZNAmazon.com, Inc.$3.5M0.43%19,143CommonNONE
65336K103NXSTNexstar Media Group, Inc.$3.4M0.42%19,813CommonNONE
369550108GDGeneral Dynamics Corporation$3.4M0.41%11,917CommonNONE
512807108LRCXEURLam Research Corporation$3.4M0.41%3,460CommonNONE
767204100RIORio Tinto plc Sponsored ADR$3.2M0.40%50,519CommonNONE
12514G108CDWCDW Corporation$3.2M0.39%12,396CommonNONE
229663109CUBECubeSmart$3.1M0.38%68,517CommonNONE
50202M102LILi Auto, Inc. Sponsored ADR Class A$3.0M0.38%100,652CommonNONE
494368103KMBKimberly-Clark Corporation$3.0M0.37%23,405CommonNONE
33734X143FXHFirst Trust Health Care AlphaDEX Fund$3.0M0.37%27,566CommonNONE
194162103CLColgate-Palmolive Company$3.0M0.37%32,925CommonNONE
539830109LMTLockheed Martin Corporation$2.9M0.36%6,380CommonNONE
478160104JNJJohnson & Johnson$2.9M0.35%18,158CommonNONE
05605H100BWXTBWX Technologies, Inc.$2.8M0.34%27,170CommonNONE
33734X176FXLFirst Trust Technology AlphaDEX Fund$2.8M0.34%20,648CommonNONE
464288885EFGiShares MSCI EAFE Growth ETF$2.8M0.34%26,633CommonNONE
G0450A105ACGLArch Capital Group Ltd.$2.8M0.34%29,871CommonNONE
45778Q107NSPInsperity, Inc.$2.7M0.34%25,006CommonNONE
01973R101ALSNAllison Transmission Holdings, Inc.$2.7M0.34%33,589CommonNONE
482480100KLACKLA Corporation$2.6M0.32%3,704CommonNONE
G23773107CWCOConsolidated Water Co. Ltd.$2.6M0.32%88,011CommonNONE
316092808FTECFidelity MSCI Information Technology Index ETF$2.5M0.31%16,100CommonNONE
902673102UFPTUFP Technologies, Inc.$2.3M0.29%9,277CommonNONE
806857108SLBSLB$2.3M0.28%41,365CommonNONE
607828100MODModine Manufacturing Company$2.2M0.27%23,140CommonNONE
011532108AGIAlamos Gold Inc.$2.2M0.27%149,293CommonNONE
464287507IJHiShares Core S&P Mid-Cap ETF$2.2M0.27%35,825CommonNONE
M2682V108CYBRCyberArk Software Ltd.$2.2M0.27%8,186CommonNONE
V5633W109MMYTMakeMyTrip Ltd.$2.2M0.27%30,359CommonNONE
907818108UNPUnion Pacific Corporation$2.1M0.26%8,693CommonNONE
088606108BHPBHP Group Ltd Sponsored American Depositary Receipt Repr 2 Shs$2.1M0.26%36,596CommonNONE
630402105NSSCNAPCO Security Technologies, Inc.$2.1M0.26%51,834CommonNONE
125141101CECOCECO Environmental Corp.$2.1M0.25%89,380CommonNONE
58933Y105MRKMerck & Co., Inc.$2.1M0.25%15,565CommonNONE
151290889CXCemex SAB de CV Sponsored ADR$2.0M0.25%226,814CommonNONE
253393102DKSDick's Sporting Goods, Inc.$2.0M0.25%8,990CommonNONE
G87110105FTITechnipFMC plc$2.0M0.25%80,487CommonNONE
144285103CRSCarpenter Technology Corporation$2.0M0.25%28,085CommonNONE
913915104UTIUniversal Technical Institute, Inc.$2.0M0.24%123,781CommonNONE
46625H100JPMJPMorgan Chase & Co.$2.0M0.24%9,740CommonNONE
17275R102CSCOCisco Systems, Inc.$1.9M0.24%39,056CommonNONE
437076102HDHome Depot, Inc.$1.9M0.23%4,826CommonNONE
928662600VWAGYVolkswagen AG Unsponsored ADR$1.8M0.23%120,084CommonNONE
464288877EFViShares MSCI EAFE Value ETF$1.8M0.22%33,333CommonNONE
464287754IYJiShares U.S. Industrials ETF$1.8M0.22%14,329CommonNONE
70439P108PAYPaymentus Holdings, Inc Class A$1.8M0.22%77,879CommonNONE
580135101MCDMcDonald's Corporation$1.8M0.22%6,250CommonNONE
548661107LOWLowe's Companies, Inc.$1.8M0.22%6,911CommonNONE
64110W102NTESNetease Inc Sponsored ADR$1.8M0.22%16,981CommonNONE
46434G822EWJiShares MSCI Japan ETF$1.7M0.21%24,070CommonNONE
191216100KOCoca-Cola Company$1.7M0.20%27,141CommonNONE
78462F103SPYSPDR S&P 500 ETF Trust$1.6M0.20%3,122CommonNONE
553530106MSMMSC Industrial Direct Co., Inc. Class A$1.6M0.20%16,760CommonNONE
49714P108KNSLKinsale Capital Group, Inc.$1.6M0.20%3,082CommonNONE
00724F101ADBEAdobe Inc.$1.6M0.20%3,160CommonNONE
20451Q104CODICompass Diversified Holdings$1.6M0.20%65,995CommonNONE
68373M107OPRAOpera Limited Sponsored ADR$1.6M0.19%99,264CommonNONE
66981J102MNSOMINISO Group Holding Ltd. Sponsored ADR$1.5M0.19%74,912CommonNONE
92846Q107COCOVita Coco Company, Inc.$1.5M0.19%62,203CommonNONE
03209R103AMPHAmphastar Pharmaceuticals, Inc.$1.5M0.19%34,591CommonNONE
464287796IYEiShares U.S. Energy ETF$1.5M0.19%30,433CommonNONE
79466L302CRMSalesforce, Inc.$1.5M0.18%4,855CommonNONE
02079K305GOOGLAlphabet Inc. Class A$1.5M0.18%9,655CommonNONE
077347300BELFBBel Fuse Inc. Class B$1.4M0.18%24,007CommonNONE
858119100STLDSteel Dynamics, Inc.$1.4M0.18%9,660CommonNONE
78473E103SPXCSPX Technologies, Inc.$1.4M0.18%11,622CommonNONE
464287721IYWiShares U.S. Technology ETF$1.4M0.17%10,203CommonNONE
516544103LNTHLantheus Holdings Inc$1.4M0.17%21,774CommonNONE
902252105TYLTyler Technologies, Inc.$1.3M0.16%3,125CommonNONE
Y41053102INSWInternational Seaways, Inc.$1.3M0.16%24,852CommonNONE
50212V100LPLALPL Financial Holdings Inc.$1.3M0.16%4,988CommonNONE
81762P102NOWServiceNow, Inc.$1.3M0.16%1,707CommonNONE
980745103WWDWoodward, Inc.$1.3M0.16%8,391CommonNONE
444144109HDSNHudson Technologies, Inc.$1.2M0.15%112,826CommonNONE
531914109LWAYLifeway Foods, Inc.$1.2M0.14%68,171CommonNONE
126389105CSPICSP Inc.$1.2M0.14%62,754CommonNONE
G48833118WFRDWeatherford International plc$1.1M0.14%9,779CommonNONE
55354G100MSCIMSCI Inc. Class A$1.1M0.13%1,953CommonNONE
984245100YPFYPF SA Sponsored ADR Class D$1.1M0.13%54,262CommonNONE
20854L108CEIXEURCONSOL Energy Inc$1.1M0.13%12,686CommonNONE
459200101IBMInternational Business Machines Corporation$1.0M0.13%5,491CommonNONE
09739D100BCCBoise Cascade Co.$1.0M0.13%6,799CommonNONE
780259305SHELShell Plc Sponsored ADR$1.0M0.13%15,543CommonNONE
81369Y605XLFFinancial Select Sector SPDR Fund$1.0M0.13%24,704CommonNONE
81369Y209XLVHealth Care Select Sector SPDR Fund$1.0M0.13%7,022CommonNONE
91851C201EGYVAALCO Energy, Inc.$1.0M0.13%146,720CommonNONE
974155103WINGWingstop, Inc.$1.0M0.13%2,785CommonNONE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund$1.0M0.12%5,454CommonNONE
81369Y100XLBMaterials Select Sector SPDR Fund$1.0M0.12%10,778CommonNONE
M40184208ELTKEltek Ltd$987,1270.12%88,611CommonNONE
172967424CCitigroup Inc.$978,7020.12%15,476CommonNONE
624756102MLIMueller Industries, Inc.$976,6180.12%18,109CommonNONE
501044101KRKroger Co.$974,8090.12%17,063CommonNONE
115233793BIAUXBrown Advisory Small-Cap Fundamental Value Fund Investor Shs$967,9850.12%31,438CommonNONE
655844108NSCNorfolk Southern Corporation$943,0190.12%3,700CommonNONE
465741106ITRIItron, Inc.$938,2450.12%10,141CommonNONE
50216C108LYTSLSI Industries Inc.$929,5020.11%61,475CommonNONE
46436E205IBDUiShares iBonds Dec 2029 Term Corporate ETF$927,1310.11%40,628CommonNONE
574795100MASIMasimo Corporation$926,6240.11%6,310CommonNONE
71424F105PRPermian Resources Corporation Class A$918,2490.11%51,996CommonNONE
29278D105ENICEnel Chile SA Sponsored ADR$906,4020.11%297,181CommonNONE
458140100INTCIntel Corporation$904,5130.11%20,478CommonNONE
74316X101PFIEEURProfire Energy, Inc.$895,0670.11%483,820CommonNONE
02079K107GOOGAlphabet Inc. Class C$890,7210.11%5,850CommonNONE
254687106DISWalt Disney Company$889,6960.11%7,271CommonNONE
443201108HWMHowmet Aerospace Inc.$885,6890.11%12,943CommonNONE
936772201WGROXWasatch Core Growth Fund$871,9850.11%9,674CommonNONE
G4809J106IGICInternational General Insurance Holdings Ltd.$858,5710.11%63,410CommonNONE
808513105SCHWCharles Schwab Corp$835,8890.10%11,555CommonNONE
57636Q104MAMastercard Incorporated Class A$832,1530.10%1,728CommonNONE
983134107WYNNWynn Resorts, Limited$810,5820.10%7,929CommonNONE
53263P105LMBLimbach Holdings, Inc.$804,1280.10%19,414CommonNONE
025816109AXPAmerican Express Company$802,8350.10%3,526CommonNONE
69608A108PLTRPalantir Technologies Inc. Class A$791,9350.10%34,417CommonNONE
110122108BMYBristol-Myers Squibb Company$789,1010.10%14,551CommonNONE
032654105ADIAnalog Devices, Inc.$787,7980.10%3,983CommonNONE
002824100ABTAbbott Laboratories$786,1860.10%6,917CommonNONE
91324P102UNHUnitedHealth Group Incorporated$778,3190.10%1,573CommonNONE
464287200IVViShares Core S&P 500 ETF$778,0800.10%1,480CommonNONE
87936R205VIVTelefonica Brasil SA Sponsored ADR$776,8800.10%77,148CommonNONE
922042874VGKVanguard FTSE Europe ETF$776,7670.10%11,535CommonNONE
65339F101NEENextEra Energy, Inc.$771,4950.10%12,072CommonNONE
237194105DRIDarden Restaurants, Inc.$762,0370.09%4,559CommonNONE
7495271071RGREV Group, Inc.$742,5550.09%33,615CommonNONE
03820C105AITApplied Industrial Technologies, Inc.$725,7990.09%3,674CommonNONE
94106B101WCNWaste Connections, Inc.$714,8740.09%4,156CommonNONE
882508104TXNTexas Instruments Incorporated$714,1250.09%4,099CommonNONE
92826C839VVisa Inc. Class A$711,0960.09%2,548CommonNONE
447462102HURNHuron Consulting Group Inc.$710,1570.09%7,350CommonNONE
M20791105CAMTCamtek Ltd$706,4320.09%8,433CommonNONE
512816109LAMRLamar Advertising Company Class A$703,7040.09%5,893CommonNONE
060505104BACBank of America Corp$703,1880.09%18,544CommonNONE
45866F104ICEIntercontinental Exchange, Inc.$691,2730.09%5,030CommonNONE
635906100NHCNational HealthCare Corporation$690,0180.09%7,301CommonNONE
438516106HONHoneywell International Inc.$688,8680.08%3,356CommonNONE
406216101HALHalliburton Company$687,2880.08%17,435CommonNONE
682680103OKEONEOK, Inc.$677,5850.08%8,452CommonNONE
03769M106APOApollo Global Management Inc$661,2060.08%5,880CommonNONE
G7738W106SFLSFL Corporation Limited$659,8830.08%50,067CommonNONE
10552T107P5YBRF SA Sponsored ADR$658,2690.08%201,923CommonNONE
464287804IJRiShares Core S&P Small Cap ETF$653,1730.08%5,910CommonNONE
292562105WIREEUREncore Wire Corporation$653,0080.08%2,485CommonNONE
75513E101RTXRTX Corporation$649,0010.08%6,654CommonNONE
56146T103MAMAMama's Creations, Inc.$638,6850.08%127,737CommonNONE
020764106AMRAlpha Metallurgical Resources, Inc.$631,5410.08%1,907CommonNONE
422806109HEIHEICO Corporation$621,3230.08%3,253CommonNONE
78463V107GLDSPDR Gold Shares$618,6000.08%3,007CommonNONE
97650W108WTFCWintrust Financial Corporation$618,3020.08%5,923CommonNONE
92343V104VZVerizon Communications Inc.$615,5400.08%14,670CommonNONE
641069406NSRGYNestle S.A. Sponsored ADR$615,2170.08%5,793CommonNONE
78409V104SPGIS&P Global, Inc.$606,6920.07%1,426CommonNONE
655663102NDSNNordson Corporation$592,4570.07%2,158CommonNONE
91829B103VOCVOC Energy Trust$592,0890.07%97,866CommonNONE
680223104ORIOld Republic International Corporation$584,2580.07%19,019CommonNONE
904767704Unilever PLC Sponsored ADR$576,7830.07%11,492CommonNONE
916896103UECUranium Energy Corp.$571,2190.07%84,625CommonNONE
861896108SNEXStoneX Group Inc.$562,2210.07%8,002CommonNONE
031652100AMKRAmkor Technology, Inc.$553,8190.07%17,178CommonNONE
464287788IYFiShares U.S. Financials ETF$553,6220.07%5,788CommonNONE
318672706FBPFirst Bancorp$553,1770.07%31,538CommonNONE
679580100ODFLOld Dominion Freight Line, Inc.$550,9070.07%2,512CommonNONE
988498101YUMYum! Brands, Inc.$550,4250.07%3,970CommonNONE
127097103CTRACoterra Energy Inc.$544,3570.07%19,525CommonNONE
69832A205Panasonic Holdings Corporation Sponsored ADR$544,3140.07%57,266CommonNONE
G02602103DOXAmdocs Limited$543,9370.07%6,019CommonNONE
883556102TMOThermo Fisher Scientific Inc.$534,7130.07%920CommonNONE
30225T102EXRExtra Space Storage Inc.$529,6910.07%3,603CommonNONE
Y8564W103Teekay Corporation$528,2150.07%72,557CommonNONE
697435105PANWPalo Alto Networks, Inc.$527,9140.07%1,858CommonNONE
682189105ONON Semiconductor Corporation$519,8510.06%7,068CommonNONE
384556106GHMGraham Corporation$517,6650.06%18,976CommonNONE
33748L101FWRGFirst Watch Restaurant Group, Inc.$515,3950.06%20,934CommonNONE
464287580IYCiShares U.S. Consumer Discretionary ETF$514,1980.06%6,273CommonNONE
002896207ANFAbercrombie & Fitch Co. Class A$510,7200.06%4,075CommonNONE
372460105GPCGenuine Parts Company$507,8610.06%3,278CommonNONE
053015103ADPAutomatic Data Processing, Inc.$498,7860.06%1,997CommonNONE
88162G103TTEKTetra Tech, Inc.$496,3160.06%2,687CommonNONE
103002101BWMNBowman Consulting Group, Ltd.$494,1220.06%14,203CommonNONE
911922102USLMUnited States Lime & Minerals, Inc.$490,1420.06%1,644CommonNONE
693506107PPGPPG Industries, Inc.$489,4720.06%3,378CommonNONE
464287812IYKiShares U.S. Consumer Staples ETF$484,9070.06%7,170CommonNONE
45841N107IBKRInteractive Brokers Group, Inc. Class A$481,2470.06%4,308CommonNONE
464287838IYMiShares U.S. Basic Materials ETF$475,8380.06%3,221CommonNONE
872657101TPGTPG Inc Class A$470,6910.06%10,530CommonNONE
423452101HPHelmerich & Payne, Inc.$470,5250.06%11,187CommonNONE
33734X127FXNFirst Trust Energy AlphaDEX Fund$470,4230.06%25,116CommonNONE
33734X119FXGFirst Trust Consumer Staples AlphaDEX Fund$470,3890.06%6,868CommonNONE
09062X103BIIBBiogen Inc.$466,6230.06%2,164CommonNONE
00847J105AGYSAgilysys, Inc.$465,7050.06%5,527CommonNONE
903899102ULBIUltralife Corporation$465,0090.06%52,782CommonNONE
750491102RDNTRadNet, Inc.$461,8320.06%9,491CommonNONE
G85158106STNEStoneCo Ltd. Class A$459,4330.06%27,660CommonNONE
629445206NVECNVE Corporation$453,3350.06%5,027CommonNONE
85208M102SFMSprouts Farmers Market, Inc.$448,0720.06%6,949CommonNONE
Y2065G121DHTDHT Holdings, Inc.$444,8090.05%38,679CommonNONE
216648501COOCooper Companies, Inc.$436,0750.05%4,298CommonNONE
931142103WMTWalmart Inc.$434,1270.05%7,215CommonNONE
33734X168FXZFirst Trust Materials AlphaDEX Fund$434,0330.05%6,084CommonNONE
38173M102GBDCGolub Capital BDC, Inc.$417,9620.05%25,133CommonNONE
126402106CSWCSW Industrials, Inc.$415,7110.05%1,772CommonNONE
740444104PLPCPreformed Line Products Company$406,0830.05%3,156CommonNONE
717081103PFEPfizer Inc.$405,6500.05%14,618CommonNONE
677864100ODCOil-Dri Corporation of America$397,6280.05%5,333CommonNONE
911312106UPSUnited Parcel Service, Inc. Class B$387,9240.05%2,610CommonNONE
609839105MPWRMonolithic Power Systems, Inc.$382,7420.05%565CommonNONE
750917106RMBSRambus Inc.$370,3040.05%5,991CommonNONE
666807102NOCNorthrop Grumman Corp.$368,9860.05%771CommonNONE
209115104EDConsolidated Edison, Inc.$362,2750.04%3,989CommonNONE
36251C103GMS1EURGMS, Inc.$358,4060.04%3,682CommonNONE
31620M106FISFidelity National Information Services, Inc.$355,0580.04%4,786CommonNONE
374297109GTYGetty Realty Corp.$353,1110.04%12,911CommonNONE
565849106MRO*Marathon Oil Corporation$347,9870.04%12,279CommonNONE
007903107AMDAdvanced Micro Devices, Inc.$344,9160.04%1,911CommonNONE
801056102SANMSanmina Corporation$341,1190.04%5,486CommonNONE
101137107BSXBoston Scientific Corporation$340,3950.04%4,970CommonNONE
18507C103CLPTClearPoint Neuro, Inc.$340,0000.04%50,000CommonNONE
701094104PHParker-Hannifin Corporation$333,4740.04%600CommonNONE
464287465EFAiShares MSCI EAFE ETF$326,7870.04%4,092CommonNONE
68389X105ORCLOracle Corporation$319,5520.04%2,544CommonNONE
G1151C101ACNAccenture Plc Class A$318,8810.04%920CommonNONE
921908844VIGVanguard Dividend Appreciation ETF$315,2620.04%1,726CommonNONE
73328P106POAHYPorsche Automobil Holding SE Unsponsored ADR$314,3800.04%59,261CommonNONE
922042775VEUVanguard FTSE All-World ex-US Index Fund$310,0240.04%5,286CommonNONE
718172109PMPhilip Morris International Inc.$298,6810.04%3,260CommonNONE
427866108HSYHershey Company$295,3810.04%1,519CommonNONE
126650100CVSCVS Health Corporation$293,1180.04%3,675CommonNONE
464288273SCZiShares MSCI EAFE Small-Cap ETF$289,9250.04%4,578CommonNONE
G0403H108AONAon Plc Class A$285,3310.04%855CommonNONE
502117203LRLCYL'Oreal S.A.Unsponsored ADR$280,9280.03%2,965CommonNONE
67000B104NOVTNovanta Inc$275,9620.03%1,579CommonNONE
03076C106AMPAmeriprise Financial, Inc.$269,6410.03%615CommonNONE
57686G105MATXMatson, Inc.$268,8610.03%2,392CommonNONE
038923108ABRArbor Realty Trust Inc$267,3040.03%20,174CommonNONE
513272104LWLamb Weston Holdings, Inc.$266,9840.03%2,506CommonNONE
09260D107BXBlackstone Inc.$262,7400.03%2,000CommonNONE
631103108NDAQNasdaq, Inc.$261,0390.03%4,137CommonNONE
428103105HESMHess Midstream LP Class A$253,2710.03%7,010CommonNONE
M7516K103NVMINova Ltd.$252,7670.03%1,425CommonNONE
012653101ALBAlbemarle Corporation$250,3060.03%1,900CommonNONE
12634H200PMTSCPI Card Group, Inc.$247,8790.03%13,879CommonNONE
670346105NUENucor Corporation$247,3750.03%1,250CommonNONE
03783C100APPFAppFolio Inc Class A$246,7400.03%1,000CommonNONE
M6158M104ITRNIturan Location and Control Ltd.$246,4670.03%8,815CommonNONE
026874784AIGAmerican International Group, Inc.$246,2360.03%3,150CommonNONE
147528103CASYCasey's General Stores, Inc.$235,0160.03%738CommonNONE
185899101CLFCleveland-Cliffs Inc$233,9490.03%10,288CommonNONE
Y73760400SHIPSeanergy Maritime Holdings Corp.$232,2200.03%26,692CommonNONE
466313103JBLJabil Inc.$229,0550.03%1,710CommonNONE
58155Q103MCKMcKesson Corporation$228,1610.03%425CommonNONE
665531307NOGNorthern Oil and Gas, Inc.$227,9220.03%5,744CommonNONE
70932M107PFSIPennyMac Financial Services, Inc.$227,7250.03%2,500CommonNONE
038222105AMATApplied Materials, Inc.$227,6550.03%1,104CommonNONE
69888T207PARRPar Pacific Holdings Inc$221,4710.03%5,976CommonNONE
14888U101CPRXCatalyst Pharmaceuticals, Inc.$220,4180.03%13,828CommonNONE
94106L109WMWaste Management, Inc.$216,5070.03%1,016CommonNONE
292766102ERFGBPEnerplus Corporation$214,7860.03%10,925CommonNONE
595017104MCHPMicrochip Technology Incorporated$213,1510.03%2,376CommonNONE
98419M100XYLXylem Inc.$212,5030.03%1,644CommonNONE
461202103INTUIntuit Inc.$209,9500.03%323CommonNONE
922475108VEEVVeeva Systems Inc Class A$208,9840.03%902CommonNONE
87161C501SYU1Synovus Financial Corp.$208,6320.03%5,208CommonNONE
518415104LSCCLattice Semiconductor Corporation$208,2480.03%2,662CommonNONE
46428Q109SLViShares Silver Trust$206,1610.03%9,062CommonNONE
45168D104IDXXIDEXX Laboratories, Inc.$201,3940.02%373CommonNONE
20030N101CMCSAComcast Corporation Class A$200,7970.02%4,632CommonNONE
G0457F107ARCOArcos Dorados Holdings, Inc. Class A$181,0450.02%16,281CommonNONE
37247D106GNWGenworth Financial, Inc. Class A$176,2910.02%27,417CommonNONE
97717P104WTWisdomTree, Inc.$139,3940.02%15,168CommonNONE
86722A103SXCSunCoke Energy, Inc.$127,1820.02%11,285CommonNONE
P8696W104SVASinovac Biotech Ltd.$014,288CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.