Stocks Owned At One Point
275 POSITIONS ON RECORD
BRK-B Berkshire Hathaway Inc. PURCHASE
ZM Zoom Communications, Inc. SOLD
COIN Coinbase Global, Inc. PURCHASE
CRCL Circle Internet Group PURCHASE
AMZN Amazon.com, Inc. SOLD
CB Chubb Limited SOLD
TEAM Atlassian Corporation SOLD
AVGO Broadcom Inc. PURCHASE
INTC Intel Corp. SOLD
TTAN ServiceTitan, Inc. PURCHASE
DDOG Datadog, Inc. SOLD
GTLB GitLab Inc. SOLD
APP AppLovin Corporation PURCHASE
SPOT Spotify Technology S.A. PURCHASE
TSLA Tesla, Inc. PURCHASE
MCD McDonald's Corporation SOLD
OKTA Okta, Inc. SOLD
ANET Arista Networks, Inc. SOLD
VEEV Veeva Systems Inc. PURCHASE
ESTC Elastic N.V. SOLD
MMM 3M Company SOLD
NU Nu Holdings Ltd. SOLD
GWRE Guidewire Software, Inc. SOLD
SNOW Snowflake Inc. PURCHASE
NFLX Netflix, Inc. SOLD
KHC The Kraft Heinz Company PURCHASE
ZTS Zoetis Inc. PURCHASE
LMT Lockheed Martin Corporation PURCHASE
WAT Waters Corporation PURCHASE
NOC Northrop Grumman Corporation SOLD
COO The Cooper Companies, Inc. SOLD
MDT Medtronic plc PURCHASE
WAB Westinghouse Air Brake Technologies Corporation SOLD
LH Labcorp Holdings Inc. PURCHASE
HSY The Hershey Company PURCHASE
ELV Elevance Health Inc. SOLD
A Agilent Technologies, Inc. PURCHASE
ED Consolidated Edison, Inc. SOLD
VLO Valero Energy Corporation PURCHASE
BAX Baxter International Inc. PURCHASE
ABBV AbbVie Inc. PURCHASE
CNC Centene Corp. SOLD
LYB LyondellBasell Industries N.V. PURCHASE
CVS CVS Health Corp. SOLD
YUM Yum! Brands, Inc. SOLD
NUE Nucor Corporation SOLD
PPG PPG Industries, Inc. SOLD
WM Waste Management, Inc. SOLD
ARE Alexandria Real Estate Equities, Inc. SOLD
BIIB Biogen Inc. PURCHASE
INCY Incyte Corporation SOLD
CSGP CoStar Group, Inc. SOLD
CAT Caterpillar Inc. PURCHASE
GEHC GE HealthCare Technologies Inc. PURCHASE
MTD Mettler-Toledo International Inc. PURCHASE
BDX Becton, Dickinson and Company PURCHASE
APD Air Products and Chemicals, Inc. PURCHASE
TXN Texas Instruments Incorporated PURCHASE
MPC Marathon Petroleum Corporation PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
HAL Halliburton Company SOLD
AMCR Amcor plc PURCHASE
DD DuPont de Nemours, Inc. SOLD
DOW Dow Inc. PURCHASE
DHR Danaher Corporation SOLD
AEE Ameren Corporation SOLD
HST Host Hotels & Resorts, Inc. SOLD
PFE Pfizer Inc. PURCHASE
MOH Molina Healthcare, Inc. PURCHASE
IQV IQVIA Holdings Inc. SOLD
COP ConocoPhillips PURCHASE
AMD Advanced Micro Devices, Inc. PURCHASE
WY Weyerhaeuser Company SOLD
CRL Charles River Laboratories International, Inc. SOLD
PEP PepsiCo, Inc. SOLD
WEC WEC Energy Group, Inc. SOLD
EMN Eastman Chemical Company SOLD
ZBH Zimmer Biomet Holdings, Inc. SOLD
TMO Thermo Fisher Scientific Inc. PURCHASE
GIS General Mills, Inc. PURCHASE
UNH UnitedHealth Group Incorporated SOLD
IDXX IDEXX Laboratories, Inc. PURCHASE
REGN Regeneron Pharmaceuticals, Inc. PURCHASE
MRK Merck & Co., Inc. SOLD
EOG EOG Resources, Inc. PURCHASE
KDP Keurig Dr Pepper Inc. SOLD
SLB Slb N.V. SOLD
KMB Kimberly-Clark Corporation SOLD
KO The Coca-Cola Company SOLD
XOM Exxon Mobil Corporation SOLD
OXY Occidental Petroleum Corporation PURCHASE
HUM Humana Inc. SOLD
DXCM DexCom, Inc. PURCHASE
IFF International Flavors & Fragrances Inc. SOLD
GE GE Aerospace SOLD
GD General Dynamics Corporation SOLD
META Meta Platforms, Inc. PURCHASE
HOOD Robinhood Markets, Inc. PURCHASE
ONTO Onto Innovation Inc. SOLD
TEM Tempus AI, Inc. PURCHASE
TTD The Trade Desk, Inc. PURCHASE
WDC Western Digital Corporation SOLD (FULL)
LEN Lennar Corporation SOLD
DRI Darden Restaurants, Inc. PURCHASE
SPGI S&P Global Inc. PURCHASE
CHTR Charter Communications, Inc. PURCHASE
DIS The Walt Disney Company SOLD (FULL)
GLW Corning Inc PURCHASE
EMR Emerson Electric Co. SOLD
HD The Home Depot, Inc. SOLD
ROP Roper Technologies, Inc. SOLD
EFX Equifax Inc. PURCHASE
ROK Rockwell Automation, Inc. SOLD
UPS United Parcel Service, Inc. PURCHASE
DAL Delta Air Lines, Inc. PURCHASE
TDY Teledyne Technologies Incorporated PURCHASE
CVX Chevron Corporation SOLD (FULL)
NEE NextEra Energy, Inc. SOLD (FULL)
NET Cloudflare, Inc. SOLD (FULL)
MPWR Monolithic Power Systems, Inc. PURCHASE
BR Broadridge Financial Solutions, Inc. PURCHASE
GDDY GoDaddy Inc. PURCHASE
FANG Diamondback Energy, Inc. SOLD (FULL)
MA Mastercard Incorporated SOLD
AMT American Tower Corporation PURCHASE
APH Amphenol Corporation PURCHASE
UNP Union Pacific Corporation PURCHASE
BAC Bank of America Corporation SOLD (FULL)
NDSN Nordson Corporation SOLD (FULL)
EW Edwards Lifesciences Corporation PURCHASE
BA The Boeing Company SOLD
TECH Bio-Techne Corporation SOLD (FULL)
EQT EQT Corporation PURCHASE
F Ford Motor Company PURCHASE
FTV Fortive Corporation PURCHASE
LULU Lululemon Athletica Inc. SOLD
URI United Rentals, Inc. PURCHASE
TPL Texas Pacific Land Corporation PURCHASE
CSX CSX Corporation SOLD
MRNA Moderna, Inc. SOLD (FULL)
AVY Avery Dennison Corporation SOLD (FULL)
PLTR Palantir Technologies Inc. PURCHASE
SYK Stryker Corporation SOLD (FULL)
BBY Best Buy Co., Inc. SOLD
MSCI MSCI Inc. PURCHASE
HPQ HP Inc. SOLD
DE Deere & Company SOLD
DOV Dover Corporation PURCHASE
FDX FedEx Corporation SOLD
KEYS Keysight Technologies, Inc. PURCHASE
SNPS Synopsys, Inc. SOLD
VZ Verizon Communications Inc. PURCHASE
GM General Motors Company PURCHASE
SRE Sempra PURCHASE
STX Seagate Technology Holdings plc SOLD (FULL)
PYPL PayPal Holdings, Inc. PURCHASE
KKR KKR & Co. Inc. SOLD (FULL)
LLY Eli Lilly and Company SOLD
NEM Newmont Corporation PURCHASE
IR Ingersoll Rand Inc. PURCHASE
CME CME Group Inc. PURCHASE
GNRC Generac Holdings Inc. SOLD
TTWO Take-Two Interactive Software, Inc. PURCHASE
NSC Norfolk Southern Corporation SOLD
WST West Pharmaceutical Services, Inc. SOLD (FULL)
ZBRA Zebra Technologies Corporation SOLD
HON Honeywell International Inc. SOLD (FULL)
ADBE Adobe Inc. PURCHASE
AME AMETEK, Inc. SOLD (FULL)
HSIC Henry Schein, Inc. PURCHASE
HBAN Huntington Bancshares Incorporated SOLD (FULL)
OMC Omnicom Group Inc. SOLD (FULL)
LOW Lowe's Companies, Inc. SOLD (FULL)
JNJ Johnson & Johnson SOLD
AMGN Amgen Inc. SOLD (FULL)
FSLR First Solar, Inc. SOLD (FULL)
MKC McCormick & Company, Incorporated SOLD
VTRS Viatris Inc. SOLD (FULL)
LRCX Lam Research Corporation SOLD (FULL)
IVZ Invesco Ltd. SOLD
ADM Archer-Daniels-Midland Company PURCHASE
PG The Procter & Gamble Company SOLD
NXPI NXP Semiconductors N.V. PURCHASE
AMAT Applied Materials, Inc. SOLD (FULL)
STZ Constellation Brands, Inc. PURCHASE
DELL Dell Technologies Inc. PURCHASE
QCOM QUALCOMM Incorporated SOLD
V Visa Inc. PURCHASE
ORCL Oracle Corporation SOLD (FULL)
RDDT Reddit, Inc. SOLD (FULL)
WDAY Workday, Inc. PURCHASE
TSCO Tractor Supply Company SOLD (FULL)
ALGN Align Technology, Inc. SOLD (FULL)
CMCSA Comcast Corporation PURCHASE
EXE Expand Energy Corporation PURCHASE
EIX Edison International SOLD
ABNB Airbnb, Inc. SOLD
MCHP Microchip Technology Incorporated PURCHASE
ADI Analog Devices, Inc. PURCHASE
CAH Cardinal Health, Inc. PURCHASE
DASH DoorDash, Inc. PURCHASE
CAG Conagra Brands, Inc. SOLD (FULL)
PCAR PACCAR Inc PURCHASE
SNDK Sandisk Corporation SOLD (FULL)
SMCI Super Micro Computer, Inc. SOLD (FULL)
TEL TE Connectivity plc PURCHASE
DVN Devon Energy Corporation PURCHASE
RCL Royal Caribbean Cruises Ltd. PURCHASE
MU Micron Technology, Inc. SOLD (FULL)
RVTY Revvity, Inc. SOLD (FULL)
TFC Truist Financial Corporation SOLD (FULL)
ODFL Old Dominion Freight Line, Inc. PURCHASE
ES Eversource Energy PURCHASE
DHI D.R. Horton, Inc. PURCHASE
CDW CDW Corporation PURCHASE
PTC PTC Inc. SOLD (FULL)
ACN Accenture plc SOLD
NKE NIKE, Inc. PURCHASE
LIN Linde plc SOLD (FULL)
TGT Target Corporation SOLD
IT Gartner, Inc. SOLD
SHOP Shopify Inc. SOLD
INTU Intuit Inc. PURCHASE
IBM International Business Machines Corporation PURCHASE
CDNS Cadence Design Systems, Inc. PURCHASE
NOW ServiceNow, Inc. PURCHASE
SBAC SBA Communications Corporation PURCHASE
SE Sea Limited PURCHASE
UBER Uber Technologies, Inc. PURCHASE
MELI MercadoLibre, Inc. PURCHASE
BABA Alibaba Group Holding Limited SOLD
TSM Taiwan Semiconductor Manufacturing Company Limited SOLD
EXR Extra Space Storage Inc. SOLD
ETN Eaton Corporation plc SOLD
TXT Textron Inc. SOLD
FCX Freeport-McMoRan Inc. SOLD
PWR Quanta Services, Inc. PURCHASE
AOS A. O. Smith Corporation SOLD
CPB Campbell Soup Company PURCHASE
ACGL Arch Capital Group Ltd. SOLD
CI Cigna Corporation SOLD
CNP CenterPoint Energy, Inc. PURCHASE
DG Dollar General Corporation PURCHASE
MDLZ Mondelez International, Inc. PURCHASE
HCA HCA Healthcare, Inc. SOLD
AES The AES Corporation PURCHASE
TFX Teleflex Incorporated SOLD
ON ON Semiconductor Corporation SOLD
STE STERIS plc PURCHASE
MNDY monday.com Ltd. PURCHASE
MTSI MACOM Technology Solutions Holdings, Inc. PURCHASE
CRWD CrowdStrike Holdings, Inc. PURCHASE
HEI HEICO Corporation SOLD
FIX Comfort Systems USA, Inc. SOLD
GPK Graphic Packaging Holding Company SOLD
CMG Chipotle Mexican Grill, Inc. SOLD
WMS Advanced Drainage Systems, Inc. SOLD
CHDN Churchill Downs Incorporated SOLD
BAH Booz Allen Hamilton Holding Corporation SOLD
LW Lamb Weston Holdings, Inc. SOLD
DBX Dropbox, Inc. SOLD
ELF e.l.f. Beauty, Inc. SOLD
HQY HealthEquity, Inc. SOLD
AAON AAON, Inc. SOLD
MANH Manhattan Associates, Inc. SOLD
ICE Intercontinental Exchange, Inc. SOLD
CLH Clean Harbors, Inc. SOLD
IBP Installed Building Products, Inc. SOLD
DECK Deckers Outdoor Corporation SOLD
EME EMCOR Group, Inc. SOLD
APPF AppFolio Inc. SOLD
FTNT Fortinet, Inc. SOLD
BRO Brown & Brown, Inc. SOLD
CELH Celsius Holdings, Inc. SOLD
AXON Axon Enterprise, Inc. SOLD