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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Bill Nygren – Harris Associates LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
156
Portfolio value:
$75,031,783,000
Filed:
May 15, 2026
Style:
Deep Value
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 2617 new27 added56 reduced28 exited
≡ELV – ELEVANCE HEALTH INC FORMERLYSell−4,794,445−2.12
≡ELVCALL – ELEVANCE HEALTH INC FORMERLYBuy5,136,5262.00
≡WBD – WARNER BROS DISCOVERY INCReduce 58.00%−45,980,770−1.67
≡DE – DEERE & COReduce 83.00%−2,616,555−1.46
≡NFLX – NETFLIX INC.Add 30200.00%9,827,2331.26
≡MRSH – MARSH & MCLENNAN COS INCBuy5,169,1191.19
≡SUNBELT RENTALS HOLDINGS INCBuy11,653,3331.01
≡ROP – ROPER TECHNOLOGIES INCBuy1,729,5460.82
≡ACCENTURE PLC IRELANDBuy2,891,9020.76
≡ADBE – ADOBE INCBuy2,293,8210.74
≡RJF – RAYMOND JAMES FINL INCBuy3,425,3210.66
≡TRGP – TARGA RES CORPReduce 10.00%−1,006,7220.65
≡IQV – IQVIA HLDGS INCAdd 8.00%863,557−0.46
≡GM – GENERAL MTRS COReduce 23.00%−3,950,036−0.45
≡ASTRAZENECA PLCSell−3,729,731−0.43
≡CRM – SALESFORCE INCAdd 52.00%5,126,6650.43
≡SYF – SYNCHRONY FINANCIALBuy4,659,0010.42
≡APA – APA CORPORATIONSell−11,644,670−0.36
≡WFC – WELLS FARGO & COReduce 15.00%−1,920,422−0.35
≡IT – GARTNER INCAdd 225.00%2,171,7900.35
≡MOH – MOLINA HEALTHCARE INCReduce 58.00%−1,368,290−0.34
≡AIG – AMERICAN INTL GROUP INCReduce 7.00%−1,547,452−0.33
≡GOOGL – ALPHABET INCReduce 6.00%−524,637−0.31
≡SYY – SYSCO CORPAdd 39.00%3,095,4010.31
≡CPNG – COUPANG INCBuy9,981,8540.25
≡CBRE – CBRE GROUP INCReduce 7.00%−506,431−0.25
≡BDX – BECTON DICKINSON & COReduce 22.00%−619,682−0.23
≡MAS – MASCO CORPReduce 25.00%−2,905,177−0.23
≡COP – CONOCOPHILLIPSReduce 27.00%−6,574,0960.23
≡RGA – REINSURANCE GROUP AMER INCAdd 14.00%589,4000.22
≡KDP – KEURIG DR PEPPER INCAdd 8.00%6,813,1380.21
≡BAX – BAXTER INTL INCSell−8,445,832−0.20
≡HLN – HALEON PLCBuy15,032,0410.20
≡EOG – EOG RES INCReduce 44.00%−3,241,054−0.18
≡CE – CELANESE CORP DELSell−3,401,656−0.18
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 6.00%695,2360.17
≡NDAQ – NASDAQ INCReduce 7.00%−611,506−0.15
≡CNC – CENTENE CORP DELAdd 56.00%5,043,9770.14
≡TEL – TE CONNECTIVITY PLCReduce 13.00%−413,792−0.14
≡RYAAY – RYANAIR HOLDINGS PLCReduce 62.00%−1,387,576−0.14
≡DAL – DELTA AIR LINES INCReduce 8.00%−1,663,561−0.13
≡SDA – SEALED AIR CORP NEWReduce 66.00%−2,527,604−0.13
≡FLUT – FLUTTER ENTMT PLCAdd 11.00%114,501−0.12
≡GPC – GENUINE PARTS COReduce 10.00%−413,007−0.12
≡MDLZ – MONDELEZ INTL INCAdd 22.00%1,011,6980.12
≡WAT – WATERS CORPBuy288,7120.11
≡MRK – MERCK & CO INCReduce 12.00%−1,721,7720.11
≡OC – OWENS CORNING NEWAdd 226.00%634,8650.09
≡CDW – CDW CORPAdd 19.00%857,2500.09
≡MPC – MARATHON PETE CORPReduce 30.00%−1,225,9900.08
≡C – CITIGROUP INCReduce 8.00%−770,517−0.08
≡CRL – CHARLES RIV LABS INTL INCAdd 28.00%475,6900.07
≡CG – CARLYLE GROUP INCAdd 9.00%1,385,638−0.07
≡ICLR – ICON PLCAdd 73.00%1,841,1510.06
≡BWA – BORGWARNER INCReduce 84.00%−1,151,851−0.06
≡PSX – PHILLIPS 66Reduce 35.00%−4,844,064−0.06
≡WEN – WENDYS COReduce 41.00%−4,036,304−0.05
≡GOOG – ALPHABET INCReduce 8.00%−74,406−0.04
≡THO – THOR INDS INCReduce 9.00%−98,408−0.04
≡CIGI – COLLIERS INTL GROUP INCAdd 332.00%240,7000.03
≡OPLN – OPENLANE INCReduce 58.00%−803,958−0.03
≡AXP – AMERICAN EXPRESS COReduce 7.00%−15,371−0.02
≡AMZN – AMAZON COM INCAdd 7.00%297,5960.02
≡NVST – ENVISTA HOLDINGS CORPORATIONReduce 30.00%−1,383,664−0.02
≡MGA – MAGNA INTL INCSell−206,680−0.01
≡FMX – FOMENTO ECONOMICO MEXICANO SReduce 17.00%−461,096−0.01
≡GRFS – GRIFOLS S AReduce 32.00%−867,433−0.01
≡BC – BRUNSWICK CORPReduce 8.00%−202,188−0.01
≡KB – KB FINL GROUP INCAdd 2580.00%80,3590.01
≡CSX – CSX CORPSell−194,360−0.01
≡HCA – HCA HEALTHCARE INCReduce 13.00%−22,899−0.01
≡OMC – OMNICOM GROUP INCSell−61,340−0.01
≡ALV – AUTOLIV INCReduce 9.00%−22,515−0.01
≡CVS – CVS HEALTH CORPReduce 6.00%−30,925−0.01
≡GS – GOLDMAN SACHS GROUP INCReduce 13.00%−4,406−0.00
≡VTV – VANGUARD INDEX FDSReduce 87.00%−17,287−0.00
≡HHH – HOWARD HUGHES HOLDINGS INCSell−38,394−0.00
≡APTV – APTIV PLCSell−38,815−0.00
≡CNH – CNH INDL N VReduce 21.00%−15,293,247−0.00
≡KR – KROGER COSell−41,645−0.00
≡BNY – BANK NEW YORK MELLON CORPReduce 36.00%−24,670−0.00
≡ABM – ABM INDS INCAdd 6.00%170,2660.00
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 16.00%−18,769−0.00
≡SPY – STATE STR SPDR S&P 500 ETF TAdd 53.00%2,6750.00
≡MBC – MASTERBRAND INCSell−108,716−0.00
≡CHTR – CHARTER COMMUNICATIONS INCReduce 8.00%−355,7790.00
≡EQH – EQUITABLE HLDGS INCBuy28,2450.00
≡LEA – LEAR CORPReduce 48.00%−10,825−0.00
≡ERMENEGILDO ZEGNA N VReduce 9.00%−301,500−0.00
≡ALSN – ALLISON TRANSMISSION HLDGS IReduce 22.00%−146,520−0.00
≡HRI – HERC HLDGS INCReduce 37.00%−2,610−0.00
≡PANW – PALO ALTO NETWORKS INCSell−2,640−0.00
≡UNH – UNITEDHEALTH GROUP INCSell−1,414−0.00
≡SGOV – ISHARES TRBuy3,7360.00
≡MCD – MCDONALDS CORPSell−1,273−0.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 40.00%3,8520.00
≡WDAY – WORKDAY INCAdd 104.00%5,9400.00
≡AMD – ADVANCED MICRO DEVICES INCSell−1,530−0.00
≡TMO – THERMO FISHER SCIENTIFIC INCSell−541−0.00
≡SAP – SAP SEBuy1,4540.00
≡ABT – ABBOTT LABSSell−2,046−0.00
≡UL – UNILEVER PLCBuy4,1230.00
≡AON – AON PLCSell−699−0.00
≡PUK – PRUDENTIAL PLCSell−7,520−0.00
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 7.00%404,5930.00
≡HDB – HDFC BANK LTDSell−6,000−0.00
≡ADP – AUTOMATIC DATA PROCESSING INSell−805−0.00
≡DIS – DISNEY WALT COSell−1,810−0.00
≡XPDDX – PIMCO DYNAMIC INCOME STRATEGSell−10,000−0.00
≡COST – COSTCO WHOLESALE CORPORATIONReduce 45.00%−294−0.00
≡DHR – DANAHER CORP DELReduce 19.00%−423−0.00
≡WMT – WALMART INCReduce 41.00%−1,432−0.00
≡PG – PROCTER & GAMBLE COReduce 21.00%−403−0.00
≡DEO – DIAGEO PLCReduce 6.00%−200−0.00
≡ETHB – ISHARES TRSell−400−0.00
≡JCI – JOHNSON CONTROLS INTERNATIONReduce 10.00%−8150.00
≡INDA – ISHARES TRSell−600−0.00
≡PEP – PEPSICO INCReduce 22.00%−459−0.00
≡XOM – EXXON MOBIL CORPReduce 25.00%−5000.00
≡IDXX – IDEXX LABS INCAdd 6.00%27−0.00
≡EUFN – ISHARES TRSell−600−0.00
≡CSL – CARLISLE COS INCReduce 8.00%−4430.00
≡LLY – ELI LILLY & COAdd 9.00%36−0.00
≡CAT – CATERPILLAR INCReduce 24.00%−568−0.00
≡ISHARES TRBuy280.00
≡ISHARES TRBuy500.00
≡IEUR – ISHARES TRSell−46−0.00
≡AVGO – BROADCOM INCAdd 6.00%103−0.00
Q4 2025filed Feb 17, 2611 new46 added48 reduced21 exited
≡FISVCALL – FISERV INCBuy20,154,7031.71
≡FISV – FISERV INCSell−6,764,074−1.40
≡TRGP – TARGA RES CORPAdd 134.00%5,574,9111.15
≡AER
Q3 2025filed Nov 14, 2518 new26 added69 reduced12 exited
≡CRM – SALESFORCE INCAdd 135.00%4,053,9941.35
≡CNC – CENTENE CORP DELReduce 55.00%−11,290,787−1.28
≡TRGP – TARGA RES CORPAdd 1497.00%3,894,9041.04
≡WBD – WARNER BROS DISCOVERY INCReduce 12.00%−12,965,492
Q2 2025filed Aug 14, 2530 new43 added62 reduced17 exited
≡DE – DEERE & COReduce 48.00%−2,032,064−1.52
≡CRM – SALESFORCE INCAdd 819.00%2,666,9031.18
≡KR – KROGER COReduce 96.00%−9,646,380−1.10
≡ABNB – AIRBNB INCAdd 43.00%4,292,383
Q1 2025filed May 15, 2518 new27 added53 reduced13 exited
≡NVST 1.75 08/15/28 – <![CDATA[ENVISTA HOLDINGS CORPORATION]]>Sell0−20.60
≡COP – <![CDATA[CONOCOPHILLIPS]]>Add 25.00%3,618,8801.30
≡KDP – <![CDATA[KEURIG DR PEPPER INC]]>Add 53.00%15,089,6321.30
≡PSX – <![CDATA[PHILLIPS 66]]>Add 18.00%
Q4 2024filed Feb 14, 2514 new24 added56 reduced7 exited
≡CRM – <![CDATA[SALESFORCE INC]]>Reduce 74.00%−3,702,459−1.21
≡KDP – <![CDATA[KEURIG DR PEPPER INC]]>Add 2555.00%27,271,1791.15
≡ABNB – <![CDATA[AIRBNB INC]]>Buy5,346,8230.92
≡ELV – <![CDATA[ELEVANCE HEALTH INC]]>Buy
Q3 2024filed Nov 14, 2419 new24 added45 reduced5 exited
≡NVST 1.75 08/15/28 – ENVISTA HOLDINGS CORPORATIONBuy17,500,000,00020.63
≡CHTR – CHARTER COMMUNICATIONS INC NReduce 19.00%−1,207,394−1.03
≡BLK – BLACKROCK INCSell−726,912−0.97
≡BAC – BANK AMERICA CORPReduce 14.00%
Q2 2024filed Aug 14, 245 new35 added43 reduced6 exited
≡KKR – KKR & CO INCReduce 89.00%−9,496,359−1.53
≡AXP – AMERICAN EXPRESS COReduce 77.00%−3,052,401−1.10
≡GOOGL – ALPHABET INCReduce 8.00%−1,515,0870.80
≡EFX – EQUIFAX INCAdd 513.00%1,916,842
Q1 2024filed May 15, 247 new25 added62 reduced17 exited
≡DE – DEERE & COBuy3,216,7922.14
≡KKR – KKR & CO INCReduce 49.00%−10,071,620−1.23
≡CNC – CENTENE CORP DELAdd 56.00%6,129,1150.77
≡PAYC – PAYCOM SOFTWARE INCAdd 259.00%2,446,824
Q4 2023filed Feb 14, 2416 new25 added38 reduced7 exited
≡PSX – PHILLIPS 66Add 262.00%4,998,7711.14
≡GOOGL – ALPHABET INCReduce 12.00%−2,775,303−0.99
≡IQV – IQVIA HLDGS INCAdd 23.00%1,844,8650.86
≡CNC – CENTENE CORP DELAdd 173.00%6,881,450
Q3 2023filed Nov 14, 239 new22 added55 reduced17 exited
≡IQV – IQVIA HLDGS INCAdd 394.00%6,304,4242.35
≡AMZN – AMAZON COM INCReduce 33.00%−5,086,514−1.23
≡CSCO – CISCO SYS INCBuy10,945,2901.14
≡ORCL – ORACLE CORPReduce 31.00%−3,699,654
Q2 2023filed Aug 14, 239 new39 added55 reduced16 exited
≡COP – CONOCOPHILLIPSAdd 122.00%8,229,1291.62
≡GOOGL – ALPHABET INCReduce 27.00%−10,049,501−1.38
≡COF – CAPITAL ONE FINL CORPAdd 25.00%3,763,2251.07
≡DHR – DANAHER CORPORATIONBuy2,321,140
– AERCAP HOLDINGS NV
Buy
5,840,480
1.06
≡GOOGL – ALPHABET INCReduce 22.00%−2,488,646−0.92
≡BAC – BANK AMERICA CORPReduce 27.00%−7,301,220−0.87
≡AMRZ – AMRIZE LTDBuy11,379,5470.78
≡C – CITIGROUP INCReduce 27.00%−3,772,338−0.77
≡CTVA – CORTEVA INCAdd 168.00%10,675,0520.75
≡CDW – CDW CORPAdd 1548.00%4,251,2620.71
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 158.00%7,514,1360.64
≡APA – APA CORPORATIONReduce 53.00%−13,361,120−0.61
≡CRM – SALESFORCE INCAdd 39.00%2,744,7480.60
≡BNY – BANK NEW YORK MELLON CORPReduce 98.00%−3,377,183−0.59
≡MRK – MERCK & CO INCAdd 43.00%4,265,0970.55
≡CNH – CNH INDL N VReduce 7.00%−5,907,961−0.52
≡UNP – UNION PAC CORPAdd 149.00%2,190,9230.51
≡DAL – DELTA AIR LINES INC DELAdd 45.00%6,144,6450.49
≡KDP – KEURIG DR PEPPER INCAdd 38.00%23,650,0720.49
≡TEL – TE CONNECTIVITY PLCReduce 19.00%−777,620−0.48
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 50.00%1,604,8210.47
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 53.00%5,388,8120.44
≡ASTRAZENECA PLCBuy3,729,7310.43
≡FCNCA – FIRST CTZNS BANCSHARES INC DAdd 26.00%191,6270.40
≡LBRDK – LIBERTY BROADBAND CORPReduce 35.00%−2,252,033−0.40
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 24.00%850,271−0.39
≡STT – STATE STR CORPReduce 17.00%−1,314,807−0.39
≡EFX – EQUIFAX INCAdd 30.00%1,723,439−0.33
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 44.00%4,833,3180.32
≡MOH – MOLINA HEALTHCARE INCReduce 13.00%−335,704−0.31
≡IT – GARTNER INCBuy963,9840.31
≡GM – GENERAL MTRS COReduce 17.00%−3,642,979−0.27
≡DE – DEERE & COAdd 45.00%978,8570.26
≡COF – CAPITAL ONE FINL CORPAdd 20.00%1,800,0240.24
≡BDX – BECTON DICKINSON & COReduce 9.00%−273,654−0.24
≡NKE – NIKE INCAdd 72.00%6,277,9870.23
≡NDAQ – NASDAQ INCAdd 46.00%2,716,2800.22
≡GPN – GLOBAL PMTS INCAdd 66.00%4,529,6700.20
≡ABNB – AIRBNB INCAdd 21.00%3,240,4770.20
≡MDLZ – MONDELEZ INTL INCAdd 222.00%3,184,7890.17
≡EOG – EOG RES INCAdd 62.00%2,809,2420.16
≡AIG – AMERICAN INTL GROUP INCAdd 24.00%4,351,7780.15
≡MGA – MAGNA INTL INCReduce 90.00%−1,953,617−0.15
≡WBD – WARNER BROS DISCOVERY INCReduce 18.00%−17,105,784−0.13
≡STZ – CONSTELLATION BRANDS INCAdd 58.00%1,184,8110.12
≡BC – BRUNSWICK CORPReduce 28.00%−955,783−0.12
≡SDA – SEALED AIR CORP NEWReduce 28.00%−1,499,005−0.10
≡NVST – ENVISTA HOLDINGS CORPORATIONReduce 32.00%−2,204,110−0.10
≡MTN – VAIL RESORTS INCReduce 21.00%−185,548−0.10
≡RYAAY – RYANAIR HOLDINGS PLCReduce 27.00%−826,717−0.09
≡MAS – MASCO CORPAdd 55.00%4,090,7190.09
≡GOOG – ALPHABET INCReduce 19.00%−224,651−0.08
≡ICLR – ICON PLCAdd 7.00%167,607−0.08
≡CMCSA – COMCAST CORP NEWAdd 24.00%5,399,810−0.07
≡WFC – WELLS FARGO CO NEWAdd 19.00%2,101,3830.07
≡BWA – BORGWARNER INCReduce 33.00%−690,822−0.07
≡RGA – REINSURANCE GRP OF AMERICA IAdd 27.00%915,3970.07
≡ACVA – ACV AUCTIONS INCSell−3,804,814−0.06
≡CWK – CUSHMAN WAKEFIELD PLCSell−2,310,494−0.06
≡CRL – CHARLES RIV LABS INTL INCAdd 14.00%204,5220.05
≡BLK – BLACKROCK INCReduce 18.00%−12,289−0.05
≡WEN – WENDYS COReduce 6.00%−631,534−0.05
≡WMG – WARNER MUSIC GROUP CORPReduce 20.00%−418,345−0.05
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 31.00%1,318,482−0.05
≡HCA – HCA HEALTHCARE INCReduce 18.00%−40,780−0.04
≡CUSHMAN AND WAKEFIELD LTDBuy1,983,9900.04
≡CG – CARLYLE GROUP INCAdd 39.00%4,270,1190.04
≡CRBG – COREBRIDGE FINL INCAdd 30.00%5,644,724−0.03
≡GPC – GENUINE PARTS COAdd 49.00%1,434,7890.03
≡KR – KROGER COReduce 85.00%−242,893−0.03
≡AXP – AMERICAN EXPRESS COReduce 10.00%−24,220−0.03
≡OPLN – OPENLANE INCReduce 18.00%−308,903−0.03
≡INTERPUBLIC GROUP COS INCSell−493,971−0.02
≡GLIBK – GCI LIBERTY INCSell−354,597−0.02
≡COP – CONOCOPHILLIPSAdd 27.00%5,138,469−0.02
≡OC – OWENS CORNING NEWAdd 7.00%18,568−0.02
≡FLUT – FLUTTER ENTMT PLCAdd 59.00%376,7820.02
≡ERMENEGILDO ZEGNA N VReduce 10.00%−342,900−0.01
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 9.00%−11,945−0.01
≡PAYC – PAYCOM SOFTWARE INCAdd 69.00%1,305,2250.01
≡GS – GOLDMAN SACHS GROUP INCReduce 10.00%−3,754−0.01
≡CIGI – COLLIERS INTL GROUP INCReduce 9.00%−7,600−0.01
≡OMC – OMNICOM GROUP INCBuy61,3400.01
≡VTV – VANGUARD INDEX FDSAdd 2555.00%19,1110.00
≡APTV – APTIV PLCReduce 34.00%−20,340−0.00
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 35.00%−20,422−0.00
≡LEA – LEAR CORPReduce 45.00%−18,555−0.00
≡NFLX – NETFLIX INCAdd 906.00%29,304−0.00
≡MSFT – MICROSOFT CORPReduce 13.00%−994−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 152.00%3,0360.00
≡NVDA – NVIDIA CORPORATIONReduce 12.00%−1,838−0.00
≡CFG – CITIZENS FINL GROUP INCSell−15,702−0.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 345.00%7,4340.00
≡CSL – CARLISLE COS INCReduce 12.00%−755−0.00
≡WDAY – WORKDAY INCReduce 13.00%−869−0.00
≡META – META PLATFORMS INCAdd 12.00%474−0.00
≡BX – BLACKSTONE INCBuy3,7500.00
≡MCO – MOODYS CORPReduce 25.00%−652−0.00
≡PANW – PALO ALTO NETWORKS INCBuy2,6400.00
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−1,185−0.00
≡CRI – CARTERS INCSell−11,700−0.00
≡NOW – SERVICENOW INCSell−340−0.00
≡RSP – INVESCO EXCHANGE TRADED FD TSell−1,469−0.00
≡CDNS – CADENCE DESIGN SYSTEM INCSell−790−0.00
≡DEO – DIAGEO PLCReduce 32.00%−1,639−0.00
≡DHR – DANAHER CORPORATIONReduce 32.00%−1,057−0.00
≡ABBV – ABBVIE INCReduce 15.00%−481−0.00
≡BKNG – BOOKING HOLDINGS INCSell−46−0.00
≡LHX – L3HARRIS TECHNOLOGIES INCSell−713−0.00
≡HON – HONEYWELL INTL INCSell−1,015−0.00
≡MSI – MOTOROLA SOLUTIONS INCSell−469−0.00
≡KO – COCA COLA COSell−3,190−0.00
≡QCOM – QUALCOMM INCSell−1,266−0.00
≡LBRDA – LIBERTY BROADBAND CORPReduce 19.00%−1,000−0.00
≡USHY – ISHARES TRSell−3,795−0.00
≡HDB – HDFC BANK LTDReduce 31.00%−2,756−0.00
≡NUV – NUVEEN MUN VALUE FD INCBuy14,8540.00
≡IWR – ISHARES TRSell−1,000−0.00
≡CVX – CHEVRON CORP NEWReduce 18.00%−303−0.00
≡COST – COSTCO WHSL CORP NEWAdd 13.00%75−0.00
≡GLIBA – GCI LIBERTY INCSell−2,000−0.00
≡KB – KB FINL GROUP INCReduce 7.00%−250−0.00
≡DIS – DISNEY WALT COReduce 6.00%−113−0.00
≡EFA – ISHARES TRSell−468−0.00
≡WMT – WALMART INCAdd 33.00%8750.00
≡ETHB – ISHARES TRBuy4000.00
0.97
≡UNP – UNION PAC CORPBuy1,465,5870.56
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 13.00%508,3500.49
≡FMX – FOMENTO ECONOMICO MEXICANO SBuy2,706,0990.43
≡COF – CAPITAL ONE FINL CORPReduce 10.00%−1,042,815−0.41
≡CBRE – CBRE GROUP INCReduce 24.00%−2,204,673−0.33
≡BLK – BLACKROCK INCReduce 74.00%−194,018−0.32
≡MGA – MAGNA INTL INCReduce 70.00%−5,142,393−0.29
≡NDAQ – NASDAQ INCReduce 24.00%−1,866,321−0.29
≡ICLR – ICON PLCAdd 43.00%704,5000.27
≡RGA – REINSURANCE GRP OF AMERICA IAdd 40.00%962,1350.26
≡OTEX – OPEN TEXT CORPSell−5,498,367−0.26
≡EFX – EQUIFAX INCAdd 14.00%725,9010.25
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 39.00%902,0590.21
≡CRBG – COREBRIDGE FINL INCReduce 7.00%−1,412,974−0.20
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 27.00%1,018,4660.20
≡KVUE – KENVUE INCSell−5,652,093−0.19
≡APA – APA CORPORATIONReduce 6.00%−1,600,3300.18
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 14.00%1,348,8950.16
≡SCHW – SCHWAB CHARLES CORPReduce 8.00%−1,734,055−0.16
≡BAX – BAXTER INTL INCReduce 9.00%−875,994−0.15
≡CTVA – CORTEVA INCReduce 8.00%−556,546−0.15
≡PAYC – PAYCOM SOFTWARE INCReduce 9.00%−177,320−0.15
≡MRK – MERCK & CO INCAdd 8.00%692,2900.15
≡AMZN – AMAZON COM INCReduce 7.00%−351,743−0.15
≡APTV – APTIV PLCReduce 96.00%−1,326,016−0.15
≡BNY – BANK NEW YORK MELLON CORPReduce 30.00%−1,461,316−0.13
≡BDX – BECTON DICKINSON & COAdd 7.00%198,0910.12
≡FLUT – FLUTTER ENTMT PLCReduce 21.00%−168,378−0.12
≡TEL – TE CONNECTIVITY PLCReduce 27.00%−1,491,707−0.10
≡FISV – FISERV INCAdd 27.00%1,433,342−0.10
≡CRL – CHARLES RIV LABS INTL INCAdd 27.00%310,1490.08
≡MOH – MOLINA HEALTHCARE INCAdd 74.00%1,140,8330.08
≡INTERPUBLIC GROUP COS INCReduce 79.00%−1,901,552−0.07
≡RYAAY – RYANAIR HOLDINGS PLCReduce 22.00%−855,961−0.07
≡GOOG – ALPHABET INCReduce 13.00%−178,7840.07
≡GOOGL – ALPHABET INCReduce 28.00%−4,342,649−0.07
≡OPLN – OPENLANE INCReduce 53.00%−1,906,532−0.07
≡ABNB – AIRBNB INCAdd 9.00%1,216,600−0.06
≡ERMENEGILDO ZEGNA N VBuy3,556,2000.05
≡WFC – WELLS FARGO CO NEWReduce 6.00%−665,927−0.04
≡GM – GENERAL MTRS COReduce 17.00%−4,252,6360.03
≡MTN – VAIL RESORTS INCReduce 7.00%−72,234−0.03
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VSell−673,980−0.03
≡LEA – LEAR CORPReduce 83.00%−194,813−0.03
≡GS – GOLDMAN SACHS GROUP INCReduce 44.00%−29,292−0.03
≡CVS – CVS HEALTH CORPReduce 35.00%−295,477−0.03
≡KDP – KEURIG DR PEPPER INCAdd 33.00%15,500,9270.03
≡NVST – ENVISTA HOLDINGS CORPORATIONReduce 12.00%−962,586−0.02
≡STZ – CONSTELLATION BRANDS INCAdd 17.00%296,062−0.02
≡GLIBK – GCI LIBERTY INCBuy354,5970.02
≡ACVA – ACV AUCTIONS INCAdd 25.00%762,615−0.02
≡BAC – BANK AMERICA CORPReduce 8.00%−2,258,713−0.02
≡KR – KROGER COReduce 27.00%−104,495−0.01
≡KKR – KKR & CO INCReduce 12.00%−50,726−0.01
≡C – CITIGROUP INCReduce 14.00%−2,332,3160.01
≡CDW – CDW CORPAdd 38.00%75,8490.01
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 15.00%−22,470−0.01
≡THO – THOR INDS INCReduce 18.00%−244,871−0.01
≡WMG – WARNER MUSIC GROUP CORPReduce 25.00%−688,820−0.01
≡ALV – AUTOLIV INCReduce 21.00%−69,825−0.01
≡CWK – CUSHMAN WAKEFIELD PLCReduce 21.00%−610,3950.01
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 53.00%−65,785−0.01
≡BWA – BORGWARNER INCReduce 26.00%−708,110−0.01
≡ABM – ABM INDS INCAdd 6.00%150,9380.00
≡CIGI – COLLIERS INTL GROUP INCReduce 24.00%−26,000−0.00
≡ORCL – ORACLE CORPReduce 22.00%−221,921−0.00
≡GRFS – GRIFOLS S AReduce 13.00%−392,800−0.00
≡BC – BRUNSWICK CORPReduce 11.00%−415,7500.00
≡LBRDA – LIBERTY BROADBAND CORPReduce 60.00%−8,040−0.00
≡DEO – DIAGEO PLCReduce 57.00%−6,860−0.00
≡MSFT – MICROSOFT CORPAdd 16.00%1,0980.00
≡EBAY – EBAY INC.Sell−8,500−0.00
≡XOM – EXXON MOBIL CORPReduce 73.00%−5,200−0.00
≡UNH – UNITEDHEALTH GROUP INCBuy1,4140.00
≡CSL – CARLISLE COS INCReduce 7.00%−450−0.00
≡HCA – HCA HEALTHCARE INCReduce 8.00%−20,3580.00
≡VTV – VANGUARD INDEX FDSReduce 75.00%−2,234−0.00
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy1,1850.00
≡NOW – SERVICENOW INCBuy3400.00
≡ET – ENERGY TRANSFER L PSell−16,500−0.00
≡IDXX – IDEXX LABS INCBuy4550.00
≡FMS – FRESENIUS MEDICAL CARE AGSell−9,750−0.00
≡CDNS – CADENCE DESIGN SYSTEM INCBuy7900.00
≡ADP – AUTOMATIC DATA PROCESSING INReduce 50.00%−800−0.00
≡TMO – THERMO FISHER SCIENTIFIC INCBuy5410.00
≡HD – HOME DEPOT INCSell−693−0.00
≡MCO – MOODYS CORPReduce 11.00%−315−0.00
≡SYK – STRYKER CORPORATIONSell−571−0.00
≡ZTS – ZOETIS INCSell−1,405−0.00
≡LHX – L3HARRIS TECHNOLOGIES INCBuy7130.00
≡MSI – MOTOROLA SOLUTIONS INCBuy4690.00
≡OSK – OSHKOSH CORPBuy1,6450.00
≡KO – COCA COLA COBuy3,1900.00
≡QCOM – QUALCOMM INCBuy1,2660.00
≡INTU – INTUITSell−264−0.00
≡BLACKROCK TECH AND PRIVATE ESell−25,000−0.00
≡TFC – TRUIST FINL CORPReduce 18.00%−4,930−0.00
≡META – META PLATFORMS INCAdd 8.00%2660.00
≡USHY – ISHARES TRBuy3,7950.00
≡LYG – LLOYDS BANKING GROUP PLCSell−28,590−0.00
≡NVDA – NVIDIA CORPORATIONReduce 10.00%−1,7080.00
≡CVX – CHEVRON CORP NEWReduce 34.00%−844−0.00
≡CAT – CATERPILLAR INCReduce 9.00%−2500.00
≡WDAY – WORKDAY INCAdd 8.00%4920.00
≡HON – HONEYWELL INTL INCReduce 24.00%−322−0.00
≡SPY – SPDR S&P 500 ETF TRReduce 13.00%−286−0.00
≡BABA – ALIBABA GROUP HLDG LTDReduce 14.00%−3600.00
≡CRI – CARTERS INCReduce 16.00%−2,170−0.00
≡GLIBA – GCI LIBERTY INCBuy2,0000.00
≡HDB – HDFC BANK LTDAdd 192.00%5,7560.00
≡JCI – JOHNSON CTLS INTL PLCReduce 9.00%−819−0.00
≡IWM – ISHARES TRReduce 32.00%−250−0.00
≡PEP – PEPSICO INCReduce 15.00%−371−0.00
≡MCD – MCDONALDS CORPReduce 10.00%−143−0.00
≡AMD – ADVANCED MICRO DEVICES INCReduce 18.00%−330−0.00
≡DIS – DISNEY WALT COAdd 19.00%3100.00
≡EFA – ISHARES TRReduce 30.00%−201−0.00
≡PUK – PRUDENTIAL PLCReduce 16.00%−1,375−0.00
≡PG – PROCTER AND GAMBLE COAdd 10.00%1610.00
≡AVGO – BROADCOM INCReduce 16.00%−322−0.00
≡IEUR – ISHARES TRBuy460.00
1.07
≡NKE – NIKE INCBuy8,748,9431.01
≡AMZN – AMAZON COM INCAdd 111.00%2,472,5780.97
≡KVUE – KENVUE INCReduce 79.00%−21,229,626−0.89
≡AIG – AMERICAN INTL GROUP INCReduce 23.00%−5,054,112−0.86
≡FISV – FISERV INCReduce 6.00%−319,849−0.60
≡MPC – MARATHON PETE CORPAdd 93.00%1,991,6700.59
≡CVS – CVS HEALTH CORPReduce 86.00%−5,151,769−0.59
≡ZBH – ZIMMER BIOMET HOLDINGS INCBuy3,732,1010.55
≡CTVA – CORTEVA INCReduce 47.00%−6,043,980−0.53
≡EOG – EOG RES INCReduce 24.00%−1,486,249−0.42
≡BWA – BORGWARNER INCReduce 76.00%−9,005,413−0.42
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 72.00%4,038,4910.40
≡ICLR – ICON PLCBuy1,638,0590.39
≡COP – CONOCOPHILLIPSAdd 7.00%1,234,665−0.37
≡TEL – TE CONNECTIVITY PLCAdd 13.00%619,8730.35
≡PAYC – PAYCOM SOFTWARE INCReduce 32.00%−958,231−0.33
≡BDX – BECTON DICKINSON & COAdd 126.00%1,625,3910.32
≡GM – GENERAL MTRS COReduce 15.00%−4,365,899−0.32
≡WBD – WARNER BROS DISCOVERY INCAdd 14.00%13,355,0210.31
≡CG – CARLYLE GROUP INCAdd 29.00%2,528,9410.30
≡DAL – DELTA AIR LINES INC DELAdd 24.00%2,756,4470.30
≡BNY – BANK NEW YORK MELLON CORPReduce 32.00%−2,359,380−0.30
≡CRL – CHARLES RIV LABS INTL INCBuy1,162,9350.29
≡EFX – EQUIFAX INCAdd 12.00%537,2300.28
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 10.00%69,2380.27
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 10.00%−1,161,041−0.25
≡SCHW – SCHWAB CHARLES CORPReduce 17.00%−4,642,770−0.22
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 92.00%−1,463,706−0.18
≡GOOGL – ALPHABET INCReduce 6.00%−952,3180.18
≡ALLY – ALLY FINL INCAdd 8.00%1,921,5840.17
≡MOH – MOLINA HEALTHCARE INCAdd 47.00%493,8750.17
≡FLUT – FLUTTER ENTMT PLCAdd 41.00%234,9840.16
≡APTV – APTIV PLCReduce 56.00%−1,769,405−0.16
≡INTERPUBLIC GROUP COS INCReduce 54.00%−2,832,156−0.14
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 6.00%229,753−0.13
≡CHTR – CHARTER COMMUNICATIONS INC NReduce 11.00%−469,692−0.12
≡OTEX – OPEN TEXT CORPReduce 39.00%−3,481,430−0.12
≡MDLZ – MONDELEZ INTL INCReduce 42.00%−985,221−0.12
≡CE – CELANESE CORP DELAdd 58.00%1,301,5710.11
≡ORCL – ORACLE CORPReduce 7.00%−80,4840.10
≡WMG – WARNER MUSIC GROUP CORPReduce 31.00%−1,262,415−0.09
≡RYAAY – RYANAIR HOLDINGS PLCReduce 39.00%−2,460,241−0.09
≡BLK – BLACKROCK INCAdd 14.00%31,5820.08
≡LPLA – <![CDATA[LPL FINL HLDGS INC]]>Sell−135,474−0.07
≡CNH – CNH INDL N VReduce 6.00%−5,038,501−0.07
≡RGA – REINSURANCE GRP OF AMERICA IAdd 11.00%243,0410.06
≡OC – OWENS CORNING NEWBuy262,0450.06
≡CDW – CDW CORPBuy198,7010.06
≡CBRE – CBRE GROUP INCReduce 6.00%−590,699−0.05
≡MRK – MERCK & CO INCAdd 22.00%1,661,9580.05
≡TRGP – TARGA RES CORPAdd 261.00%188,0100.05
≡ALSN – ALLISON TRANSMISSION HLDGS IAdd 87.00%331,2800.05
≡V – VISA INCReduce 8.00%−64,167−0.05
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 14.00%925,411−0.05
≡SDA – SEALED AIR CORP NEWReduce 16.00%−1,024,844−0.04
≡KDP – KEURIG DR PEPPER INCAdd 8.00%3,690,0700.04
≡WEN – WENDYS COAdd 14.00%1,324,985−0.03
≡MAS – MASCO CORPAdd 17.00%1,045,9480.03
≡MTN – VAIL RESORTS INCReduce 6.00%−63,263−0.03
≡BC – BRUNSWICK CORPAdd 10.00%334,5940.03
≡TFC – TRUIST FINL CORPReduce 93.00%−384,380−0.03
≡HCA – HCA HEALTHCARE INCReduce 21.00%−62,851−0.03
≡BABA – ALIBABA GROUP HLDG LTDReduce 98.00%−107,371−0.02
≡NDAQ – NASDAQ INCReduce 11.00%−921,7390.02
≡GPN – GLOBAL PMTS INCAdd 23.00%1,259,089−0.02
≡ABM – ABM INDS INCAdd 14.00%330,4110.02
≡OPLN – OPENLANE INCReduce 7.00%−263,1600.02
≡CSX – CSX CORPBuy194,3600.01
≡MAN – <![CDATA[MANPOWERGROUP INC WIS]]>Sell−99,116−0.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 36.00%178,1000.01
≡ACWX – <![CDATA[ISHARES TR]]>Sell−94−0.01
≡CRI – CARTERS INCReduce 89.00%−108,268−0.01
≡WDAY – WORKDAY INCReduce 75.00%−18,064−0.01
≡KKR – KKR & CO INCReduce 15.00%−78,729−0.01
≡CIGI – COLLIERS INTL GROUP INCAdd 26.00%21,9000.01
≡VSTS – <![CDATA[VESTIS CORPORATION]]>Sell−295,235−0.00
≡GRFS – GRIFOLS S AReduce 9.00%−313,1000.00
≡THO – THOR INDS INCReduce 10.00%−142,7270.00
≡SEG – <![CDATA[SEAPORT ENTMT GROUP INC]]>Sell−125,230−0.00
≡DHR – DANAHER CORPORATIONReduce 79.00%−12,315−0.00
≡GS – GOLDMAN SACHS GROUP INCReduce 16.00%−12,3880.00
≡<![CDATA[ISHARES TR]]>Sell−14−0.00
≡MCD – MCDONALDS CORPReduce 82.00%−6,544−0.00
≡NVDA – NVIDIA CORPORATIONAdd 285.00%12,3600.00
≡NVST – ENVISTA HOLDINGS CORPORATIONReduce 10.00%−869,000−0.00
≡MSFT – MICROSOFT CORPAdd 78.00%2,9530.00
≡GOOG – ALPHABET INCReduce 8.00%−125,4010.00
≡LEA – LEAR CORPReduce 10.00%−27,177−0.00
≡WMT – WALMART INCReduce 86.00%−16,785−0.00
≡ETSY – <![CDATA[ETSY INC]]>Sell−24,571−0.00
≡CSL – CARLISLE COS INCReduce 35.00%−3,533−0.00
≡META – META PLATFORMS INCAdd 34.00%8980.00
≡LW – <![CDATA[LAMB WESTON HLDGS INC]]>Sell−18,143−0.00
≡BMY – <![CDATA[BRISTOL-MYERS SQUIBB CO]]>Sell−12,000−0.00
≡INTC – <![CDATA[INTEL CORP]]>Sell−29,134−0.00
≡ABBV – ABBVIE INCBuy3,1630.00
≡COST – COSTCO WHSL CORP NEWBuy5810.00
≡VTV – VANGUARD INDEX FDSReduce 51.00%−3,118−0.00
≡AVGO – BROADCOM INCBuy2,0320.00
≡MBC – MASTERBRAND INCAdd 123.00%62,0400.00
≡TRN – <![CDATA[TRINITY INDS INC]]>Sell−16,100−0.00
≡JPM – JPMORGAN CHASE & CO.Add 19.00%9160.00
≡AMAT – APPLIED MATLS INCBuy2,2000.00
≡CAT – CATERPILLAR INCAdd 41.00%7780.00
≡HON – HONEYWELL INTL INCReduce 56.00%−1,673−0.00
≡UNLYF – <![CDATA[UNILEVER PLC]]>Sell−5,500−0.00
≡PEP – PEPSICO INCBuy2,4950.00
≡LLY – ELI LILLY & COBuy4140.00
≡DIS – DISNEY WALT COReduce 68.00%−3,404−0.00
≡ET – ENERGY TRANSFER L PBuy16,5000.00
≡KB – KB FINL GROUP INCBuy3,5450.00
≡LBRDA – LIBERTY BROADBAND CORPReduce 26.00%−4,785−0.00
≡ABT – ABBOTT LABSBuy2,0710.00
≡XPDDX – PIMCO DYNAMIC INCOME STRATEGBuy10,0000.00
≡PG – PROCTER AND GAMBLE COBuy1,6850.00
≡RSP – INVESCO EXCHANGE TRADED FD TBuy1,4690.00
≡AMD – ADVANCED MICRO DEVICES INCBuy1,8600.00
≡SPGI – <![CDATA[S&P GLOBAL INC]]>Sell−500−0.00
≡HD – HOME DEPOT INCBuy6930.00
≡AON – AON PLCBuy6990.00
≡SPY – SPDR S&P 500 ETF TRReduce 20.00%−559−0.00
≡HDB – HDFC BANK LTDBuy3,0000.00
≡SYK – STRYKER CORPORATIONBuy5710.00
≡ZTS – ZOETIS INCBuy1,4050.00
≡INTU – INTUITBuy2640.00
≡PH – PARKER-HANNIFIN CORPBuy2950.00
≡VOT – VANGUARD INDEX FDSBuy7000.00
≡BLACKROCK TECH AND PRIVATE EBuy25,0000.00
≡PM – PHILIP MORRIS INTL INCAdd 8.00%3990.00
≡MCO – MOODYS CORPReduce 11.00%−375−0.00
≡EBAY – EBAY INC.Reduce 19.00%−2,000−0.00
≡IWR – ISHARES TRBuy1,0000.00
≡ACWI – ISHARES TRReduce 42.00%−800−0.00
≡VOO – <![CDATA[VANGUARD INDEX FDS]]>Sell−156−0.00
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 12.00%−19,5230.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 18.00%2500.00
≡IWM – ISHARES TRAdd 47.00%2500.00
≡LYG – LLOYDS BANKING GROUP PLCReduce 37.00%−16,800−0.00
≡XOM – EXXON MOBIL CORPAdd 21.00%1,2490.00
≡CVX – CHEVRON CORP NEWAdd 35.00%6420.00
≡PUK – PRUDENTIAL PLCReduce 23.00%−2,685−0.00
≡BKNG – BOOKING HOLDINGS INCReduce 25.00%−15−0.00
≡JCI – JOHNSON CTLS INTL PLCReduce 23.00%−2,900−0.00
≡IGF – <![CDATA[ISHARES TR]]>Sell−312−0.00
≡VTI – <![CDATA[VANGUARD INDEX FDS]]>Sell−50−0.00
≡EFA – ISHARES TRReduce 24.00%−213−0.00
≡FMS – FRESENIUS MEDICAL CARE AGReduce 9.00%−9450.00
≡EEM – <![CDATA[ISHARES TR]]>Sell−51−0.00
2,145,752
1.12
≡ABNB – <![CDATA[AIRBNB INC]]>Add 86.00%4,598,1251.07
≡ELV – <![CDATA[ELEVANCE HEALTH INC]]>Add 25.00%458,8750.78
≡ICE – <![CDATA[INTERCONTINENTAL EXCHANGE IN]]>Reduce 15.00%−1,977,2250.68
≡EFX – <![CDATA[EQUIFAX INC]]>Add 28.00%987,7720.67
≡SYY – <![CDATA[SYSCO CORP]]>Add 97.00%4,219,3800.64
≡DE – <![CDATA[DEERE & CO]]>Reduce 13.00%−646,2980.61
≡MOH – <![CDATA[MOLINA HEALTHCARE INC]]>Buy1,047,4330.58
≡STZ – <![CDATA[CONSTELLATION BRANDS INC]]>Buy1,728,3670.53
≡MPC – <![CDATA[MARATHON PETE CORP]]>Buy2,136,7600.52
≡CRM – <![CDATA[SALESFORCE INC]]>Reduce 76.00%−1,005,803−0.44
≡KR – <![CDATA[KROGER CO]]>Reduce 49.00%−9,516,548−0.43
≡CG – <![CDATA[CARLYLE GROUP INC]]>Add 176.00%5,600,3000.43
≡ALLY – <![CDATA[ALLY FINL INC]]>Add 8.00%1,818,2420.43
≡FISV – <![CDATA[FISERV INC]]>Reduce 38.00%−3,402,551−0.35
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 10.00%461,1300.33
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 33.00%1,386,6380.33
≡CTVA – <![CDATA[CORTEVA INC]]>Reduce 7.00%−976,9350.32
≡C – <![CDATA[CITIGROUP INC]]>Reduce 7.00%−1,107,1270.31
≡MRK – <![CDATA[MERCK & CO INC]]>Add 20.00%1,224,9100.31
≡MDLZ – <![CDATA[MONDELEZ INTL INC]]>Buy2,349,4750.27
≡CBRE – <![CDATA[CBRE GROUP INC]]>Reduce 10.00%−1,092,2390.26
≡BAC – <![CDATA[BANK AMERICA CORP]]>Reduce 6.00%−1,766,6860.24
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Add 45.00%398,5380.23
≡AMZN – <![CDATA[AMAZON COM INC]]>Reduce 31.00%−997,625−0.22
≡FLUT – <![CDATA[FLUTTER ENTMT PLC]]>Buy573,5750.21
≡KVUE – <![CDATA[KENVUE INC]]>Reduce 15.00%−4,636,5600.20
≡BAX – <![CDATA[BAXTER INTL INC]]>Add 6.00%540,7040.19
≡COF – <![CDATA[CAPITAL ONE FINL CORP]]>Reduce 17.00%−2,009,3550.18
≡PAYC – <![CDATA[PAYCOM SOFTWARE INC]]>Reduce 13.00%−462,7960.17
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 6.00%149,3970.15
≡RGA – <![CDATA[REINSURANCE GRP OF AMERICA I]]>Add 7.00%134,7420.14
≡CNC – <![CDATA[CENTENE CORP DEL]]>Reduce 17.00%−4,264,1870.13
≡ETSY – <![CDATA[ETSY INC]]>Reduce 99.00%−1,753,720−0.12
≡LBTYA – <![CDATA[LIBERTY GLOBAL LTD]]>Sell−6,934,484−0.12
≡FBIN – <![CDATA[FORTUNE BRANDS INNOVATIONS I]]>Add 6.00%363,6610.11
≡WFC – <![CDATA[WELLS FARGO CO NEW]]>Reduce 19.00%−2,708,9440.08
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 23.00%657,8670.07
≡ORCL – <![CDATA[ORACLE CORP]]>Reduce 26.00%−380,704−0.07
≡BNY – <![CDATA[BANK NEW YORK MELLON CORP]]>Reduce 24.00%−2,256,9680.06
≡MTN – <![CDATA[VAIL RESORTS INC]]>Add 12.00%112,6830.05
≡SDA – <![CDATA[SEALED AIR CORP NEW]]>Add 7.00%435,1550.04
≡DAL – <![CDATA[DELTA AIR LINES INC DEL]]>Add 15.00%1,471,5300.04
≡SPY – <![CDATA[SPDR S&P 500 ETF TR]]>Reduce 95.00%−54,959−0.04
≡KKR – <![CDATA[KKR & CO INC]]>Reduce 29.00%−206,356−0.04
≡RYAAY – <![CDATA[RYANAIR HOLDINGS PLC]]>Reduce 12.00%−854,0920.04
≡ABM – <![CDATA[ABM INDS INC]]>Add 8.00%160,9000.04
≡<![CDATA[SUNRISE COMMUNICATIONS AG]]>Sell−504,644−0.03
≡BECN 04/17/10 P12.5 – <![CDATA[BEACON ROOFING SUPPLY INC]]>Sell−211,895−0.03
≡HLT – <![CDATA[HILTON WORLDWIDE HLDGS INC]]>Reduce 40.00%−111,914−0.03
≡TRGP – <![CDATA[TARGA RES CORP]]>Buy72,1000.02
≡EOG – <![CDATA[EOG RES INC]]>Reduce 24.00%−1,924,4210.02
≡META – <![CDATA[META PLATFORMS INC]]>Reduce 91.00%−28,386−0.02
≡CRI – <![CDATA[CARTERS INC]]>Reduce 69.00%−268,333−0.02
≡SW – <![CDATA[SMURFIT WESTROCK PLC]]>Sell−273,845−0.02
≡DIS – <![CDATA[DISNEY WALT CO]]>Reduce 96.00%−117,215−0.02
≡GS – <![CDATA[GOLDMAN SACHS GROUP INC]]>Reduce 32.00%−36,383−0.01
≡IWD – <![CDATA[ISHARES TR]]>Sell−59,610−0.01
≡NVST – <![CDATA[ENVISTA HOLDINGS CORPORATION]]>Reduce 8.00%−740,0580.01
≡APTV – <![CDATA[APTIV PLC]]>Reduce 18.00%−682,1650.01
≡LPLA – <![CDATA[LPL FINL HLDGS INC]]>Reduce 31.00%−60,000−0.01
≡SPNS 09/16/16 P15 – <![CDATA[SAPIENS INTL CORP N V]]>Add 32.00%121,3800.01
≡LW – <![CDATA[LAMB WESTON HLDGS INC]]>Reduce 81.00%−75,607−0.01
≡ACVA – <![CDATA[ACV AUCTIONS INC]]>Add 32.00%723,1780.01
≡BRK.B – <![CDATA[BERKSHIRE HATHAWAY INC DEL]]>Reduce 12.00%−3,9040.01
≡AXP – <![CDATA[AMERICAN EXPRESS CO]]>Reduce 9.00%−27,0530.01
≡GRFS – <![CDATA[GRIFOLS S A]]>Reduce 8.00%−284,9000.00
≡MCD – <![CDATA[MCDONALDS CORP]]>Add 729.00%7,0000.00
≡<![CDATA[ISHARES TR]]>Buy140.00
≡JCI – <![CDATA[JOHNSON CTLS INTL PLC]]>Reduce 75.00%−36,651−0.00
≡BABA – <![CDATA[ALIBABA GROUP HLDG LTD]]>Reduce 42.00%−79,1000.00
≡WMT – <![CDATA[WALMART INC]]>Buy19,4220.00
≡SEG – <![CDATA[SEAPORT ENTMT GROUP INC]]>Reduce 37.00%−72,060−0.00
≡MCO – <![CDATA[MOODYS CORP]]>Reduce 60.00%−5,031−0.00
≡VSTS – <![CDATA[VESTIS CORPORATION]]>Add 149.00%176,7900.00
≡CNH – <![CDATA[CNH INDL N V]]>Reduce 28.00%−32,033,0210.00
≡CSL – <![CDATA[CARLISLE COS INC]]>Reduce 36.00%−5,855−0.00
≡VTV – <![CDATA[VANGUARD INDEX FDS]]>Reduce 59.00%−8,631−0.00
≡<![CDATA[INTERPUBLIC GROUP COS INC]]>Reduce 20.00%−1,272,223−0.00
≡BMY – <![CDATA[BRISTOL-MYERS SQUIBB CO]]>Buy12,0000.00
≡XOM – <![CDATA[EXXON MOBIL CORP]]>Buy5,9170.00
≡INTC – <![CDATA[INTEL CORP]]>Buy29,1340.00
≡HON – <![CDATA[HONEYWELL INTL INC]]>Buy3,0100.00
≡FLS – <![CDATA[FLOWSERVE CORP]]>Sell−11,200−0.00
≡TRN – <![CDATA[TRINITY INDS INC]]>Buy16,1000.00
≡NFLX – <![CDATA[NETFLIX INC]]>Reduce 13.00%−4870.00
≡PH – <![CDATA[PARKER-HANNIFIN CORP]]>Sell−814−0.00
≡CIGI – <![CDATA[COLLIERS INTL GROUP INC]]>Reduce 9.00%−8,3400.00
≡UNLYF – <![CDATA[UNILEVER PLC]]>Buy5,5000.00
≡BKNG – <![CDATA[BOOKING HOLDINGS INC]]>Reduce 60.00%−92−0.00
≡GD – <![CDATA[GENERAL DYNAMICS CORP]]>Sell−1,325−0.00
≡MO – <![CDATA[ALTRIA GROUP INC]]>Sell−6,550−0.00
≡FMS – <![CDATA[FRESENIUS MEDICAL CARE AG]]>Buy10,6950.00
≡DOV – <![CDATA[DOVER CORP]]>Reduce 6.00%−8250.00
≡PUK – <![CDATA[PRUDENTIAL PLC]]>Buy11,5550.00
≡UNH – <![CDATA[UNITEDHEALTH GROUP INC]]>Sell−436−0.00
≡SPGI – <![CDATA[S&P GLOBAL INC]]>Reduce 53.00%−571−0.00
≡HD – <![CDATA[HOME DEPOT INC]]>Sell−534−0.00
≡DEO – <![CDATA[DIAGEO PLC]]>Add 6.00%6350.00
≡IWM – <![CDATA[ISHARES TR]]>Buy5330.00
≡VOO – <![CDATA[VANGUARD INDEX FDS]]>Buy1560.00
≡LYG – <![CDATA[LLOYDS BANKING GROUP PLC]]>Reduce 12.00%−6,3000.00
≡CVX – <![CDATA[CHEVRON CORP NEW]]>Reduce 15.00%−3330.00
≡DHR – <![CDATA[DANAHER CORPORATION]]>Reduce 12.00%−2,0570.00
≡EFA – <![CDATA[ISHARES TR]]>Reduce 9.00%−900.00
≡THC – <![CDATA[TENET HEALTHCARE CORP]]>Reduce 29.00%−1,000−0.00
≡ACWI – <![CDATA[ISHARES TR]]>Reduce 18.00%−4080.00
≡IJR – <![CDATA[ISHARES TR]]>Sell−70−0.00
1,821,284
0.88
≡FISV – <![CDATA[FISERV INC]]>Reduce 34.00%−4,636,188−0.76
≡EFX – <![CDATA[EQUIFAX INC]]>Add 97.00%1,761,8370.50
≡SYY – <![CDATA[SYSCO CORP]]>Buy4,347,2790.44
≡CBRE – <![CDATA[CBRE GROUP INC]]>Reduce 24.00%−3,321,848−0.43
≡CNH – <![CDATA[CNH INDL N V]]>Reduce 21.00%−31,524,032−0.41
≡MRK – <![CDATA[MERCK & CO INC]]>Add 112.00%3,301,4290.38
≡<![CDATA[INTERPUBLIC GROUP COS INC]]>Reduce 55.00%−7,934,810−0.36
≡BLK – <![CDATA[BLACKROCK INC]]>Buy227,6310.31
≡GOOGL – <![CDATA[ALPHABET INC]]>Reduce 6.00%−1,117,8260.30
≡TFC – <![CDATA[TRUIST FINL CORP]]>Reduce 92.00%−5,043,851−0.28
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Buy893,3550.27
≡MO – <![CDATA[ALTRIA GROUP INC]]>Reduce 100.00%−3,900,077−0.26
≡GS – <![CDATA[GOLDMAN SACHS GROUP INC]]>Reduce 77.00%−378,409−0.23
≡GM – <![CDATA[GENERAL MTRS CO]]>Reduce 7.00%−2,132,4890.23
≡OTEX – <![CDATA[OPEN TEXT CORP]]>Reduce 30.00%−3,824,760−0.22
≡WFC – <![CDATA[WELLS FARGO CO NEW]]>Reduce 31.00%−6,628,997−0.22
≡IQV – <![CDATA[IQVIA HLDGS INC]]>Add 11.00%1,156,573−0.22
≡A – AGILENT TECHNOLOGIES INCSell−1,118,708−0.22
≡CG – <![CDATA[CARLYLE GROUP INC]]>Buy3,186,7430.21
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 130.00%2,401,0490.21
≡CHTR – <![CDATA[CHARTER COMMUNICATIONS INC N]]>Reduce 15.00%−767,801−0.20
≡EBAY – <![CDATA[EBAY INC.]]>Reduce 100.00%−2,250,761−0.19
≡RYAAY – <![CDATA[RYANAIR HOLDINGS PLC]]>Reduce 30.00%−3,034,996−0.19
≡EOG – <![CDATA[EOG RES INC]]>Add 15.00%1,062,7330.18
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 32.00%1,069,7560.17
≡BAX – <![CDATA[BAXTER INTL INC]]>Reduce 13.00%−1,313,180−0.16
≡SW – <![CDATA[SMURFIT WESTROCK PLC]]>Reduce 90.00%−2,496,625−0.16
≡THO – <![CDATA[THOR INDS INC]]>Reduce 38.00%−920,828−0.16
≡DIS – <![CDATA[DISNEY WALT CO]]>Reduce 91.00%−1,179,540−0.15
≡AIG – <![CDATA[AMERICAN INTL GROUP INC]]>Add 7.00%1,438,6310.14
≡LBTYA – <![CDATA[LIBERTY GLOBAL LTD]]>Reduce 19.00%−1,659,831−0.12
≡GPN – <![CDATA[GLOBAL PMTS INC]]>Add 6.00%325,4530.12
≡KR – <![CDATA[KROGER CO]]>Reduce 14.00%−3,053,227−0.12
≡LW – <![CDATA[LAMB WESTON HLDGS INC]]>Reduce 93.00%−1,251,674−0.11
≡APTV – <![CDATA[APTIV PLC]]>Add 70.00%1,578,1610.09
≡BAC – <![CDATA[BANK AMERICA CORP]]>Reduce 15.00%−5,258,602−0.09
≡MTN – <![CDATA[VAIL RESORTS INC]]>Add 51.00%310,0930.09
≡COP – <![CDATA[CONOCOPHILLIPS]]>Add 10.00%1,347,7750.08
≡ALLY – <![CDATA[ALLY FINL INC]]>Add 6.00%1,347,3320.08
≡PSX – <![CDATA[PHILLIPS 66]]>Add 19.00%1,894,5100.07
≡PAYC – <![CDATA[PAYCOM SOFTWARE INC]]>Reduce 14.00%−548,1200.06
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 74.00%1,195,6880.06
≡DAL – <![CDATA[DELTA AIR LINES INC DEL]]>Reduce 22.00%−2,803,255−0.05
≡ORCL – <![CDATA[ORACLE CORP]]>Reduce 12.00%−211,651−0.05
≡COF – <![CDATA[CAPITAL ONE FINL CORP]]>Reduce 18.00%−2,593,410−0.04
≡CRI – <![CDATA[CARTERS INC]]>Reduce 51.00%−413,948−0.04
≡SPY – <![CDATA[SPDR S&P 500 ETF TR]]>Add 652.00%50,1160.04
≡AMZN – <![CDATA[AMAZON COM INC]]>Reduce 12.00%−458,2390.04
≡HHH – <![CDATA[HOWARD HUGHES HOLDINGS INC]]>Reduce 18.00%−349,236−0.04
≡NVST – <![CDATA[ENVISTA HOLDINGS CORPORATION]]>Reduce 10.00%−1,064,740−0.03
≡<![CDATA[SUNRISE COMMUNICATIONS AG]]>Buy504,6440.03
≡BECN 04/17/10 P12.5 – <![CDATA[BEACON ROOFING SUPPLY INC]]>Buy211,8950.03
≡NVST 1.75 08/15/28 – <![CDATA[ENVISTA HOLDINGS CORPORATION]]>Reduce 100.00%−17,500,000,000−0.03
≡GIL – GILDAN ACTIVEWEAR INCSell−416,500−0.03
≡BABA – <![CDATA[ALIBABA GROUP HLDG LTD]]>Buy188,9860.02
≡LPLA – <![CDATA[LPL FINL HLDGS INC]]>Reduce 8.00%−16,7640.02
≡CIGI – <![CDATA[COLLIERS INTL GROUP INC]]>Reduce 48.00%−84,900−0.02
≡ETSY – <![CDATA[ETSY INC]]>Reduce 9.00%−172,995−0.02
≡LEA – <![CDATA[LEAR CORP]]>Reduce 23.00%−84,054−0.02
≡IWD – <![CDATA[ISHARES TR]]>Buy59,6100.01
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 15.00%345,253−0.01
≡AXP – <![CDATA[AMERICAN EXPRESS CO]]>Reduce 17.00%−59,736−0.01
≡MCO – <![CDATA[MOODYS CORP]]>Reduce 67.00%−16,903−0.01
≡SPNS 09/16/16 P15 – <![CDATA[SAPIENS INTL CORP N V]]>Reduce 9.00%−36,700−0.01
≡MAN – <![CDATA[MANPOWERGROUP INC WIS]]>Reduce 28.00%−39,701−0.01
≡BRK.B – <![CDATA[BERKSHIRE HATHAWAY INC DEL]]>Reduce 17.00%−6,817−0.00
≡CSL – <![CDATA[CARLISLE COS INC]]>Reduce 16.00%−3,110−0.00
≡ALSN – <![CDATA[ALLISON TRANSMISSION HLDGS I]]>Reduce 7.00%−27,2650.00
≡VTV – <![CDATA[VANGUARD INDEX FDS]]>Add 351.00%11,4680.00
≡KKR – <![CDATA[KKR & CO INC]]>Reduce 11.00%−90,7850.00
≡DHR – <![CDATA[DANAHER CORPORATION]]>Reduce 7.00%−1,250−0.00
≡SEG – <![CDATA[SEAPORT ENTMT GROUP INC]]>Reduce 8.00%−18,147−0.00
≡MCD – <![CDATA[MCDONALDS CORP]]>Buy9600.00
≡ADP – <![CDATA[AUTOMATIC DATA PROCESSING IN]]>Reduce 41.00%−950−0.00
≡IT – GARTNER INCSell−465−0.00
≡JCI – <![CDATA[JOHNSON CTLS INTL PLC]]>Reduce 8.00%−4,273−0.00
≡MSFT – <![CDATA[MICROSOFT CORP]]>Add 18.00%5780.00
≡THC – <![CDATA[TENET HEALTHCARE CORP]]>Reduce 13.00%−500−0.00
≡FANG – DIAMONDBACK ENERGY INCSell−1,220−0.00
≡HD – <![CDATA[HOME DEPOT INC]]>Buy5340.00
≡ACWI – <![CDATA[ISHARES TR]]>Reduce 33.00%−1,125−0.00
≡GD – <![CDATA[GENERAL DYNAMICS CORP]]>Add 82.00%5950.00
≡IJR – <![CDATA[ISHARES TR]]>Reduce 94.00%−1,081−0.00
≡PH – <![CDATA[PARKER-HANNIFIN CORP]]>Reduce 21.00%−210−0.00
≡NVDA – <![CDATA[NVIDIA CORPORATION]]>Add 6.00%2350.00
≡BKNG – <![CDATA[BOOKING HOLDINGS INC]]>Reduce 6.00%−100.00
≡UNH – <![CDATA[UNITEDHEALTH GROUP INC]]>Reduce 10.00%−50−0.00
≡CVX – <![CDATA[CHEVRON CORP NEW]]>Add 13.00%2500.00
≡INDA – <![CDATA[ISHARES TR]]>Buy6000.00
≡WDAY – <![CDATA[WORKDAY INC]]>Reduce 6.00%−1,5600.00
≡EUFN – <![CDATA[ISHARES TR]]>Buy6000.00
≡ISHARES TRSell−118−0.00
≡ESGD – ISHARES TRSell−108−0.00
≡CFG – <![CDATA[CITIZENS FINL GROUP INC]]>Reduce 6.00%−1,1050.00
≡CAT – <![CDATA[CATERPILLAR INC]]>Add 7.00%120−0.00
≡SEAPORT ENTMT GROUP INCSell−229−0.00
≡LYG – <![CDATA[LLOYDS BANKING GROUP PLC]]>Add 13.00%6,000−0.00
−5,620,758
−0.93
≡CSCO – CISCO SYS INCSell−10,447,953−0.84
≡GM – GENERAL MTRS COReduce 6.00%−1,997,977−0.81
≡ICE – INTERCONTINENTAL EXCHANGE INReduce 11.00%−1,631,287−0.67
≡MO – ALTRIA GROUP INCReduce 66.00%−7,533,442−0.62
≡FISV – FISERV INCReduce 7.00%−1,102,003−0.52
≡SCHW – SCHWAB CHARLES CORPAdd 23.00%5,302,736−0.47
≡AMZN – AMAZON COM INCReduce 11.00%−463,223−0.46
≡MRK – MERCK & CO INCBuy2,943,0210.44
≡GPC – GENUINE PARTS COBuy2,325,9550.42
≡TFC – TRUIST FINL CORPReduce 49.00%−5,223,232−0.40
≡TEL – TE CONNECTIVITY PLCReduce 16.00%−651,910−0.36
≡WTW – WILLIS TOWERS WATSON PLC LTDReduce 8.00%−318,001−0.35
≡CRBG – COREBRIDGE FINL INCReduce 10.00%−2,287,531−0.35
≡KR – KROGER COReduce 6.00%−1,475,080−0.34
≡PSX – PHILLIPS 66Add 16.00%1,347,791−0.34
≡RYAAY – RYANAIR HOLDINGS PLCAdd 125.00%5,697,740−0.29
≡WBD – WARNER BROS DISCOVERY INCReduce 9.00%−9,079,698−0.29
≡GS – GOLDMAN SACHS GROUP INCReduce 33.00%−245,928−0.25
≡EFX – EQUIFAX INCReduce 20.00%−469,272−0.24
≡AXP – AMERICAN EXPRESS COReduce 62.00%−582,197−0.24
≡EBAY – EBAY INC.Reduce 52.00%−2,405,770−0.23
≡APA – APA CORPORATIONAdd 21.00%4,293,932−0.23
≡APTV – APTIV PLCBuy2,258,5800.21
≡CNC – CENTENE CORP DELAdd 6.00%1,420,825−0.21
≡MCO – MOODYS CORPReduce 92.00%−280,229−0.20
≡GPN – GLOBAL PMTS INCAdd 75.00%2,146,4850.20
≡A – AGILENT TECHNOLOGIES INCReduce 41.00%−770,150−0.20
≡RGA – REINSURANCE GRP OF AMERICA IReduce 7.00%−153,945−0.18
≡INTERPUBLIC GROUP COS INCReduce 9.00%−1,344,425−0.18
≡SW – SMURFIT WESTROCK PLCBuy2,770,4700.18
≡ORCL – ORACLE CORPReduce 26.00%−592,378−0.17
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 222.00%1,273,0550.15
≡LBTYA – LIBERTY GLOBAL LTDReduce 30.00%−3,758,223−0.13
≡DE – DEERE & COAdd 11.00%486,492−0.12
≡CBRE – CBRE GROUP INCReduce 12.00%−1,858,122−0.12
≡LW – LAMB WESTON HLDGS INCBuy1,345,4240.11
≡ETSY – ETSY INCReduce 21.00%−508,790−0.10
≡DAL – DELTA AIR LINES INC DELAdd 8.00%910,362−0.10
≡MTN – VAIL RESORTS INCReduce 17.00%−126,813−0.09
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 6.00%363,8120.08
≡THO – THOR INDS INCReduce 9.00%−251,716−0.08
≡KKR – KKR & CO INCReduce 32.00%−373,440−0.07
≡CRI – CARTERS INCReduce 39.00%−511,496−0.07
≡LEA – LEAR CORPReduce 42.00%−261,277−0.07
≡LPLA – LPL FINL HLDGS INCBuy212,2380.06
≡NDAQ – NASDAQ INCAdd 15.00%1,096,0900.05
≡CE – CELANESE CORP DELAdd 14.00%278,414−0.05
≡KVUE – KENVUE INCAdd 7.00%2,186,1140.05
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 14.00%−46,942−0.04
≡HCA – HCA HEALTHCARE INCReduce 13.00%−46,576−0.03
≡DHR – DANAHER CORPORATIONReduce 74.00%−53,285−0.02
≡BWA – BORGWARNER INCAdd 11.00%1,216,118−0.02
≡GIL – GILDAN ACTIVEWEAR INCReduce 32.00%−198,200−0.01
≡CIGI – COLLIERS INTL GROUP INCReduce 30.00%−76,600−0.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VReduce 26.00%−145,400−0.01
≡SEG – SEAPORT ENTMT GROUP INCBuy215,4370.01
≡CSL – CARLISLE COS INCReduce 29.00%−7,665−0.01
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 9.00%−3,910−0.01
≡MAN – MANPOWERGROUP INC WISReduce 14.00%−22,530−0.01
≡BC – BRUNSWICK CORPAdd 10.00%141,735−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 631.00%6,6370.00
≡JCI – JOHNSON CTLS INTL PLCReduce 40.00%−35,653−0.00
≡ALV – AUTOLIV INCAdd 60.00%134,8450.00
≡WDAY – WORKDAY INCReduce 7.00%−2,115−0.00
≡CCK – CROWN HLDGS INCAdd 10.00%17,4700.00
≡PHIN – PHINIA INCSell−22,896−0.00
≡FITB – FIFTH THIRD BANCORPSell−21,565−0.00
≡IT – GARTNER INCReduce 73.00%−1,246−0.00
≡PH – PARKER-HANNIFIN CORPReduce 48.00%−946−0.00
≡NVDA – NVIDIA CORPORATIONBuy4,0050.00
≡ACWI – ISHARES TRBuy3,4250.00
≡ABBV – ABBVIE INCSell−1,493−0.00
≡VSTS – VESTIS CORPORATIONAdd 18.00%18,9250.00
≡ADP – AUTOMATIC DATA PROCESSING INReduce 12.00%−300−0.00
≡CVS – CVS HEALTH CORPAdd 22.00%1,033,8190.00
≡MSFT – MICROSOFT CORPAdd 50.00%1,0530.00
≡IJR – ISHARES TRBuy1,1510.00
≡EFA – ISHARES TRBuy9720.00
≡VTV – VANGUARD INDEX FDSAdd 33.00%8050.00
≡LYG – LLOYDS BANKING GROUP PLCReduce 10.00%−4,800−0.00
≡SPGI – S&P GLOBAL INCAdd 8.00%84−0.00
≡IGF – ISHARES TRBuy3120.00
≡VTI – VANGUARD INDEX FDSBuy500.00
≡ISHARES TRBuy1180.00
≡ESGD – ISHARES TRBuy1080.00
≡UNH – UNITEDHEALTH GROUP INCAdd 16.00%660.00
≡ACWX – ISHARES TRBuy940.00
≡EEM – ISHARES TRBuy510.00
≡SEAPORT ENTMT GROUP INCBuy2290.00
0.78
≡NDAQ – NASDAQ INCBuy7,499,9320.76
≡DHR – DANAHER CORPORATIONReduce 96.00%−1,657,429−0.67
≡CRM – SALESFORCE INCAdd 61.00%1,898,9850.66
≡CNC – CENTENE CORP DELAdd 46.00%7,900,8760.64
≡DE – DEERE & COAdd 36.00%1,148,0540.62
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 31.00%161,4200.57
≡CRBG – COREBRIDGE FINL INCAdd 61.00%8,848,4510.48
≡ORCL – ORACLE CORPReduce 53.00%−2,583,455−0.44
≡DAL – DELTA AIR LINES INC DELAdd 79.00%5,177,3150.43
≡COF – CAPITAL ONE FINL CORPReduce 6.00%−905,734−0.32
≡KVUE – KENVUE INCAdd 66.00%11,618,5410.29
≡BAC – BANK AMERICA CORPReduce 17.00%−8,490,734−0.28
≡C – CITIGROUP INCAdd 13.00%1,872,5410.27
≡MCO – MOODYS CORPReduce 60.00%−460,527−0.27
≡ETSY – ETSY INCAdd 13070.00%2,441,3960.24
≡DIS – DISNEY WALT COReduce 43.00%−1,002,302−0.24
≡EOG – EOG RES INCReduce 16.00%−1,332,906−0.23
≡MAS – MASCO CORPReduce 9.00%−705,904−0.19
≡GS – GOLDMAN SACHS GROUP INCReduce 33.00%−363,653−0.18
≡LBRDK – LIBERTY BROADBAND CORPAdd 37.00%1,802,5870.17
≡BNY – BANK NEW YORK MELLON CORPAdd 6.00%527,3970.13
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 53.00%−381,673−0.12
≡PAYC – PAYCOM SOFTWARE INCAdd 19.00%634,028−0.12
≡CTVA – CORTEVA INCAdd 11.00%1,436,2090.11
≡A – AGILENT TECHNOLOGIES INCReduce 13.00%−291,470−0.10
≡ABM – ABM INDS INCAdd 97.00%979,6060.10
≡AMZN – AMAZON COM INCReduce 17.00%−833,918−0.10
≡HCA – HCA HEALTHCARE INCReduce 32.00%−176,253−0.09
≡CVS – CVS HEALTH CORPAdd 9.00%402,543−0.09
≡GOOG – ALPHABET INCReduce 6.00%−113,6890.08
≡GEHC – GE HEALTHCARE TECHNOLOGIES IBuy573,2000.08
≡WMG – WARNER MUSIC GROUP CORPAdd 47.00%1,341,5270.07
≡MGA – MAGNA INTL INCAdd 10.00%651,912−0.06
≡STT – STATE STR CORPAdd 7.00%479,9590.06
≡KDP – KEURIG DR PEPPER INCBuy1,067,3700.06
≡CE – CELANESE CORP DELAdd 8.00%144,751−0.06
≡APA – APA CORPORATIONAdd 7.00%1,285,069−0.05
≡LEA – LEAR CORPReduce 10.00%−72,895−0.04
≡CSL – CARLISLE COS INCReduce 70.00%−63,045−0.04
≡RGA – REINSURANCE GRP OF AMERICA IReduce 6.00%−133,4070.04
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 10.00%1,018,083−0.03
≡META – META PLATFORMS INCReduce 57.00%−41,849−0.03
≡PHIN – PHINIA INCReduce 95.00%−485,383−0.03
≡PSX – PHILLIPS 66Add 12.00%913,2980.03
≡RYAAY – RYANAIR HOLDINGS PLCAdd 23.00%860,9210.03
≡MTN – VAIL RESORTS INCAdd 6.00%44,125−0.03
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 30.00%1,297,8650.02
≡OTEX – OPEN TEXT CORPAdd 28.00%2,804,2250.02
≡WFC – WELLS FARGO CO NEWReduce 6.00%−1,310,6750.02
≡TEL – TE CONNECTIVITY LTDReduce 6.00%−251,6520.02
≡JCI – JOHNSON CTLS INTL PLCReduce 65.00%−164,395−0.02
≡FERGUSON PLC NEWSell−42,040−0.01
≡LBTYA – LIBERTY GLOBAL LTDReduce 10.00%−1,354,955−0.01
≡GPN – GLOBAL PMTS INCAdd 29.00%655,458−0.01
≡WEN – WENDYS COAdd 10.00%848,8140.01
≡CIGI – COLLIERS INTL GROUP INCAdd 23.00%46,8000.01
≡CCK – CROWN HLDGS INCAdd 49.00%57,7210.01
≡GIL – GILDAN ACTIVEWEAR INCAdd 6.00%32,7000.00
≡MAN – MANPOWERGROUP INC WISReduce 12.00%−22,908−0.00
≡BKNG – BOOKING HOLDINGS INCReduce 77.00%−565−0.00
≡VSTS – VESTIS CORPORATIONBuy103,1150.00
≡TXN – TEXAS INSTRS INCReduce 6.00%−3,0360.00
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 6.00%−2,725−0.00
≡DOV – DOVER CORPReduce 28.00%−5,877−0.00
≡PH – PARKER-HANNIFIN CORPReduce 42.00%−1,414−0.00
≡PINS – PINTEREST INCSell−22,196−0.00
≡NFLX – NETFLIX INCReduce 32.00%−1,895−0.00
≡DEO – DIAGEO PLCReduce 19.00%−2,485−0.00
≡HWM – HOWMET AEROSPACE INCSell−7,500−0.00
≡CFG – CITIZENS FINL GROUP INCReduce 45.00%−13,743−0.00
≡GLPI – GAMING & LEISURE PPTYS INCSell−9,496−0.00
≡VTV – VANGUARD INDEX FDSBuy2,4580.00
≡UNH – UNITEDHEALTH GROUP INCReduce 67.00%−860−0.00
≡REYN – REYNOLDS CONSUMER PRODS INCSell−13,000−0.00
≡LBRDA – LIBERTY BROADBAND CORPReduce 23.00%−5,800−0.00
≡HRI – HERC HLDGS INCReduce 6.00%−500−0.00
≡IT – GARTNER INCReduce 26.00%−595−0.00
≡CPRI – CAPRI HOLDINGS LIMITEDSell−6,500−0.00
≡ADP – AUTOMATIC DATA PROCESSING INReduce 28.00%−1,014−0.00
≡PM – PHILIP MORRIS INTL INCReduce 22.00%−1,305−0.00
≡FLS – FLOWSERVE CORPReduce 16.00%−2,200−0.00
≡CVX – CHEVRON CORP NEWAdd 6.00%1040.00
≡LYG – LLOYDS BANKING GROUP PLCAdd 7.00%3,4000.00
≡ABBV – ABBVIE INCAdd 7.00%930.00
≡SPY – SPDR S&P 500 ETF TRReduce 9.00%−105−0.00
0.76
≡HCA – HCA HEALTHCARE INCReduce 75.00%−1,670,115−0.74
≡AMZN – AMAZON COM INCReduce 37.00%−2,928,036−0.62
≡KVUE – KENVUE INCBuy17,654,8560.61
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 21.00%1,078,078−0.53
≡DAL – DELTA AIR LINES INC DELBuy6,536,2300.51
≡C – CITIGROUP INCAdd 33.00%3,481,1910.50
≡KR – KROGER COAdd 9.00%2,015,9150.49
≡DHR – DANAHER CORPORATIONReduce 42.00%−1,238,291−0.48
≡META – META PLATFORMS INCReduce 92.00%−806,889−0.48
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 68.00%−1,517,735−0.45
≡CTVA – CORTEVA INCAdd 41.00%3,713,4810.44
≡PSX – PHILLIPS 66Add 9.00%629,2240.41
≡COF – CAPITAL ONE FINL CORPReduce 15.00%−2,857,516−0.41
≡SCHW – SCHWAB CHARLES CORPAdd 19.00%3,697,8440.40
≡LBRDK – LIBERTY BROADBAND CORPReduce 20.00%−1,261,367−0.40
≡CNH – CNH INDL N VReduce 10.00%−16,507,572−0.35
≡RYAAY – RYANAIR HOLDINGS PLCReduce 28.00%−1,452,692−0.31
≡EFX – EQUIFAX INCReduce 65.00%−700,862−0.30
≡CRM – SALESFORCE INCReduce 21.00%−816,698−0.27
≡COP – CONOCOPHILLIPSAdd 7.00%901,5640.26
≡MTN – VAIL RESORTS INCAdd 3727.00%677,5530.24
≡RGA – REINSURANCE GRP OF AMERICA IAdd 18.00%359,1840.18
≡OTEX – OPEN TEXT CORPReduce 9.00%−1,055,790−0.17
≡EOG – EOG RES INCAdd 12.00%855,5970.17
≡CSL – CARLISLE COS INCReduce 77.00%−304,114−0.16
≡AXP – AMERICAN EXPRESS COReduce 20.00%−1,024,083−0.15
≡MAS – MASCO CORPReduce 21.00%−2,065,628−0.14
≡TEL – TE CONNECTIVITY LTDReduce 9.00%−410,969−0.13
≡WDAY – WORKDAY INCReduce 90.00%−267,985−0.13
≡BAC – BANK AMERICA CORPReduce 9.00%−4,987,548−0.13
≡BLK – BLACKROCK INCReduce 8.00%−60,176−0.12
≡NVST – ENVISTA HOLDINGS CORPORATIONReduce 10.00%−1,092,595−0.11
≡APA – APA CORPORATIONAdd 23.00%3,630,0060.10
≡GPN – GLOBAL PMTS INCReduce 17.00%−446,230−0.10
≡WEN – WENDYS COAdd 75.00%3,700,8590.10
≡LBTYA – LIBERTY GLOBAL LTDReduce 11.00%−1,634,993−0.09
≡WBD – WARNER BROS DISCOVERY INCAdd 31.00%24,495,703−0.09
≡HHH – HOWARD HUGHES HOLDINGS INCReduce 7.00%−136,457−0.08
≡CRBG – COREBRIDGE FINL INCReduce 10.00%−1,592,4550.07
≡PHIN – PHINIA INCReduce 75.00%−1,496,266−0.07
≡BAX – BAXTER INTL INCAdd 8.00%717,3380.07
≡MO – ALTRIA GROUP INCAdd 8.00%796,6810.07
≡MCO – MOODYS CORPReduce 6.00%−48,364−0.06
≡NFLX – NETFLIX INCReduce 91.00%−61,862−0.05
≡A – AGILENT TECHNOLOGIES INCReduce 7.00%−162,055−0.05
≡CRI – CARTERS INCReduce 25.00%−431,105−0.05
≡MGA – MAGNA INTL INCAdd 8.00%476,502−0.04
≡GS – GOLDMAN SACHS GROUP INCReduce 6.00%−75,816−0.04
≡FBIN – FORTUNE BRANDS INNOVATIONS IReduce 10.00%−484,762−0.04
≡LEA – LEAR CORPReduce 15.00%−123,778−0.04
≡PH – PARKER-HANNIFIN CORPReduce 92.00%−40,481−0.03
≡ALLY – ALLY FINL INCReduce 10.00%−2,397,400−0.03
≡ORCL – ORACLE CORPReduce 13.00%−706,356−0.02
≡SDA – SEALED AIR CORP NEWAdd 12.00%572,4720.02
≡CMCSA – COMCAST CORP NEWAdd 9.00%1,747,3380.02
≡BKNG – BOOKING HOLDINGS INCReduce 78.00%−2,611−0.02
≡SPY – SPDR S&P 500 ETF TRReduce 94.00%−17,760−0.01
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 38.00%−28,390−0.01
≡GRFS – GRIFOLS S AAdd 40.00%1,101,500−0.01
≡ALV – AUTOLIV INCReduce 21.00%−60,325−0.01
≡ALSN – ALLISON TRANSMISSION HLDGS IReduce 7.00%−31,7560.01
≡AAPL – APPLE INCReduce 6.00%−8,801−0.01
≡JCI – JOHNSON CTLS INTL PLCReduce 27.00%−91,926−0.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 24.00%107,4000.01
≡MAN – MANPOWERGROUP INC WISReduce 13.00%−26,720−0.01
≡PINS – PINTEREST INCReduce 78.00%−80,607−0.01
≡FERGUSON PLC NEWReduce 30.00%−17,945−0.01
≡GIL – GILDAN ACTIVEWEAR INCReduce 17.00%−120,600−0.01
≡TXN – TEXAS INSTRS INCReduce 22.00%−15,147−0.01
≡MBC – MASTERBRAND INCReduce 76.00%−163,445−0.00
≡LBRDA – LIBERTY BROADBAND CORPReduce 38.00%−15,340−0.00
≡ADP – AUTOMATIC DATA PROCESSING INReduce 65.00%−6,780−0.00
≡OPLN – OPENLANE INCReduce 7.00%−275,8850.00
≡NDAQ – NASDAQ INCSell−20,915−0.00
≡ETSY – ETSY INCBuy18,6800.00
≡SPGI – S&P GLOBAL INCReduce 67.00%−2,104−0.00
≡CMI – CUMMINS INCSell−3,797−0.00
≡CCK – CROWN HLDGS INCAdd 12.00%12,960−0.00
≡DEO – DIAGEO PLCReduce 29.00%−5,402−0.00
≡IBDR – ISHARES TRSell−31,655−0.00
≡FLS – FLOWSERVE CORPReduce 56.00%−16,831−0.00
≡CHAMPIONX CORPORATIONSell−20,700−0.00
≡GLPI – GAMING & LEISURE PPTYS INCReduce 54.00%−11,021−0.00
≡CVX – CHEVRON CORP NEWReduce 68.00%−3,834−0.00
≡BRK.A – BERKSHIRE HATHAWAY INC DELSell−1−0.00
≡TMUS – T-MOBILE US INCSell−3,200−0.00
≡IBDQ – ISHARES TRSell−20,114−0.00
≡ABM – ABM INDS INCAdd 6.00%55,840−0.00
≡VTV – VANGUARD INDEX FDSSell−2,945−0.00
≡DOV – DOVER CORPReduce 17.00%−4,320−0.00
≡IBDS – ISHARES TRSell−15,825−0.00
≡VUG – VANGUARD INDEX FDSSell−1,068−0.00
≡HRI – HERC HLDGS INCReduce 25.00%−2,625−0.00
≡VGK – VANGUARD INTL EQUITY INDEX FSell−4,128−0.00
≡VPL – VANGUARD INTL EQUITY INDEX FSell−3,589−0.00
≡IBDP – ISHARES TRSell−10,208−0.00
≡VO – VANGUARD INDEX FDSSell−1,079−0.00
≡VB – VANGUARD INDEX FDSSell−1,174−0.00
≡FANG – DIAMONDBACK ENERGY INCBuy1,2200.00
≡VWO – VANGUARD INTL EQUITY INDEX FSell−4,788−0.00
≡ABBV – ABBVIE INCReduce 50.00%−1,400−0.00
≡IT – GARTNER INCReduce 15.00%−409−0.00
≡GD – GENERAL DYNAMICS CORPBuy7250.00
≡PM – PHILIP MORRIS INTL INCReduce 12.00%−782−0.00
≡LYG – LLOYDS BANKING GROUP PLCBuy47,0900.00
≡CWK – CUSHMAN WAKEFIELD PLCAdd 10.00%287,2010.00
≡EFA – ISHARES TRSell−669−0.00
0.86
≡PH – PARKER-HANNIFIN CORPReduce 96.00%−1,047,374−0.79
≡AXP – AMERICAN EXPRESS COAdd 71.00%2,084,4840.77
≡ORCL – ORACLE CORPReduce 33.00%−2,799,853−0.71
≡LBTYB – LIBERTY GLOBAL PLCSell−20,426,739−0.68
≡COP – CONOCOPHILLIPSReduce 6.00%−854,116−0.62
≡A – AGILENT TECHNOLOGIES INCBuy2,342,3830.56
≡AMZN – AMAZON COM INCReduce 25.00%−2,619,678−0.53
≡LBTYA – LIBERTY GLOBAL LTDBuy15,342,4860.47
≡CNH – CNH INDL N VAdd 30.00%37,438,5640.45
≡EOG – EOG RES INCReduce 8.00%−624,880−0.43
≡BLK – BLACKROCK INCAdd 40.00%227,8590.40
≡LBRDK – LIBERTY BROADBAND CORPReduce 8.00%−563,085−0.34
≡PAYC – PAYCOM SOFTWARE INCBuy946,3310.34
≡PINS – PINTEREST INCReduce 98.00%−6,409,350−0.34
≡PHM – PULTE GROUP INCSell−1,954,842−0.28
≡CSL – CARLISLE COS INCReduce 59.00%−576,545−0.28
≡KR – KROGER COAdd 30.00%5,172,5160.26
≡CTVA – CORTEVA INCAdd 87.00%4,194,9810.26
≡KKR – KKR & CO INCReduce 23.00%−6,162,756−0.26
≡WBDCALL – WARNER BROS DISCOVERY INCSell−10,000,000−0.21
≡LAD – LITHIA MTRS INCAdd 23.00%377,2560.20
≡WBD – WARNER BROS DISCOVERY INCAdd 23.00%15,025,2810.20
≡RYAAY – RYANAIR HOLDINGS PLCReduce 29.00%−2,086,680−0.18
≡VIPS – VIPSHOP HLDGS LTDSell−5,749,901−0.18
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 23.00%−677,922−0.15
≡WEN – WENDYS COReduce 36.00%−2,804,780−0.14
≡BWA – BORGWARNER INCAdd 9.00%900,228−0.11
≡APA – APA CORPORATIONAdd 18.00%2,367,570−0.10
≡HCA – HCA HEALTHCARE INCAdd 12.00%234,0360.08
≡BC – BRUNSWICK CORPAdd 38.00%410,5350.08
≡SDA – SEALED AIR CORP NEWReduce 18.00%−1,121,605−0.08
≡CRM – SALESFORCE INCReduce 16.00%−767,279−0.07
≡GOOG – ALPHABET INCReduce 7.00%−145,170−0.06
≡MGA – MAGNA INTL INCAdd 14.00%717,6650.06
≡ALLY – ALLY FINL INCReduce 10.00%−2,681,3750.05
≡BAX – BAXTER INTL INCAdd 21.00%1,574,5610.05
≡BKNG – BOOKING HOLDINGS INCReduce 72.00%−8,742−0.05
≡FLS – FLOWSERVE CORPReduce 95.00%−600,547−0.05
≡DIS – DISNEY WALT COAdd 15.00%312,7840.04
≡CMCSA – COMCAST CORP NEWAdd 11.00%1,854,671−0.04
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 20.00%1,841,034−0.04
≡WDAY – WORKDAY INCReduce 30.00%−128,317−0.04
≡GS – GOLDMAN SACHS GROUP INCReduce 9.00%−120,127−0.03
≡NOV – NOV INCSell−838,300−0.03
≡CVS – CVS HEALTH CORPAdd 6.00%241,3570.03
≡SAPIENS INTL CORP N VSell−409,900−0.02
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VBuy449,2000.02
≡GIL – GILDAN ACTIVEWEAR INCReduce 36.00%−399,100−0.02
≡CRBG – COREBRIDGE FINL INCAdd 6.00%878,1320.02
≡SPY – SPDR S&P 500 ETF TRAdd 1762.00%17,9010.01
≡FERGUSON PLC NEWReduce 41.00%−41,815−0.01
≡NFLX – NETFLIX INCReduce 28.00%−25,891−0.01
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 7.00%−5,258−0.01
≡ALV – AUTOLIV INCReduce 13.00%−44,235−0.01
≡MAN – MANPOWERGROUP INC WISReduce 9.00%−20,714−0.00
≡AAPL – APPLE INCReduce 7.00%−9,973−0.00
≡MCO – MOODYS CORPReduce 8.00%−72,6130.00
≡IBDR – ISHARES TRBuy31,6550.00
≡TMUS – T-MOBILE US INCReduce 58.00%−4,340−0.00
≡MTN – VAIL RESORTS INCAdd 36.00%4,8400.00
≡SPGI – S&P GLOBAL INCReduce 31.00%−1,445−0.00
≡IBDQ – ISHARES TRBuy20,1140.00
≡VTV – VANGUARD INDEX FDSBuy2,9450.00
≡CPRI – CAPRI HOLDINGS LIMITEDReduce 46.00%−5,500−0.00
≡IBDS – ISHARES TRBuy15,8250.00
≡IT – GARTNER INCReduce 33.00%−1,311−0.00
≡VUG – VANGUARD INDEX FDSBuy1,0680.00
≡KDP – KEURIG DR PEPPER INCSell−9,140−0.00
≡VGK – VANGUARD INTL EQUITY INDEX FBuy4,1280.00
≡VPL – VANGUARD INTL EQUITY INDEX FBuy3,5890.00
≡IBDP – ISHARES TRBuy10,2080.00
≡VO – VANGUARD INDEX FDSBuy1,0790.00
≡VB – VANGUARD INDEX FDSBuy1,1740.00
≡PM – PHILIP MORRIS INTL INCReduce 16.00%−1,325−0.00
≡UNH – UNITEDHEALTH GROUP INCReduce 16.00%−250−0.00
≡VWO – VANGUARD INTL EQUITY INDEX FBuy4,7880.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 26.00%2,1690.00
≡NDAQ – NASDAQ INCReduce 17.00%−4,307−0.00
≡MSFT – MICROSOFT CORPAdd 15.00%2800.00
≡ABBV – ABBVIE INCReduce 14.00%−455−0.00
≡REYN – REYNOLDS CONSUMER PRODS INCReduce 12.00%−1,850−0.00
≡EFA – ISHARES TRBuy6690.00
−0.98
≡PH – PARKER-HANNIFIN CORPReduce 52.00%−1,173,029−0.84
≡HCA – HCA HEALTHCARE INCReduce 34.00%−1,028,978−0.77
≡WDAY – WORKDAY INCReduce 79.00%−1,648,277−0.70
≡KR – KROGER COAdd 73.00%7,260,1930.62
≡CNC – CENTENE CORP DELBuy3,981,9170.53
≡GM – GENERAL MTRS COReduce 8.00%−3,024,642−0.52
≡CTVA – CORTEVA INCBuy4,816,7210.48
≡BKNG – BOOKING HOLDINGS INCReduce 88.00%−90,751−0.45
≡PSX – PHILLIPS 66Buy1,905,4780.45
≡TEL – TE CONNECTIVITY LTDReduce 20.00%−1,233,627−0.44
≡CVS – CVS HEALTH CORPAdd 287.00%2,907,3960.40
≡DHR – DANAHER CORPORATIONAdd 28.00%642,7590.38
≡BAX – BAXTER INTL INCAdd 217.00%5,254,6060.36
≡HOWARD HUGHES CORPSell−2,104,276−0.31
≡HHH – HOWARD HUGHES HOLDINGS INCBuy2,105,2840.30
≡PHM – PULTE GROUP INCReduce 51.00%−2,008,472−0.30
≡META – META PLATFORMS INCReduce 38.00%−561,353−0.26
≡PCAR – PACCAR INCSell−1,583,096−0.25
≡PINS – PINTEREST INCReduce 43.00%−4,832,618−0.24
≡AXP – AMERICAN EXPRESS COAdd 56.00%1,055,1040.24
≡COP – CONOCOPHILLIPSReduce 10.00%−1,450,0490.23
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 7.00%972,3200.23
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 82.00%−352,291−0.22
≡WBDCALL – WARNER BROS DISCOVERY INCBuy10,000,0000.21
≡GPN – GLOBAL PMTS INCAdd 22.00%507,6990.20
≡MGA – MAGNA INTL INCAdd 57.00%1,908,4760.19
≡PDC ENERGY INCSell−1,436,693−0.19
≡FLS – FLOWSERVE CORPReduce 82.00%−2,797,597−0.19
≡MCO – MOODYS CORPReduce 21.00%−237,891−0.19
≡V – VISA INCReduce 31.00%−425,280−0.19
≡MO – ALTRIA GROUP INCAdd 34.00%2,415,0110.17
≡EFX – EQUIFAX INCReduce 13.00%−172,384−0.17
≡BC – BRUNSWICK CORPBuy1,087,3960.17
≡CRM – SALESFORCE INCReduce 7.00%−361,791−0.16
≡LEA – LEAR CORPReduce 40.00%−552,145−0.16
≡KKR – KKR & CO INCReduce 8.00%−2,249,6330.15
≡NFLX – NETFLIX INCReduce 65.00%−170,418−0.15
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 19.00%675,2190.15
≡CNH – CNH INDL N VAdd 9.00%10,322,578−0.14
≡QSR – RESTAURANT BRANDS INTL INCSell−864,439−0.13
≡CRBG – COREBRIDGE FINL INCAdd 10.00%1,339,4630.12
≡MAN – MANPOWERGROUP INC WISReduce 75.00%−698,190−0.11
≡PHIN – PHINIA INCBuy2,002,7780.10
≡THO – THOR INDS INCReduce 13.00%−393,035−0.10
≡BNY – BANK NEW YORK MELLON CORPAdd 18.00%1,269,3700.10
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 45.00%2,808,2910.09
≡EOG – EOG RES INCReduce 8.00%−714,5410.09
≡VIPS – VIPSHOP HLDGS LTDReduce 34.00%−2,984,268−0.09
≡SDA – SEALED AIR CORP NEWAdd 48.00%1,975,0010.08
≡WEN – WENDYS COAdd 38.00%2,146,6920.08
≡GOOGL – ALPHABET INCReduce 13.00%−3,364,257−0.07
≡DLTR – DOLLAR TREE INCSell−215,341−0.06
≡CSL – CARLISLE COS INCReduce 13.00%−146,383−0.05
≡INTERPUBLIC GROUP COS INCAdd 24.00%3,278,035−0.04
≡FERGUSON PLC NEWBuy101,8000.03
≡ADBE – ADOBE SYSTEMS INCORPORATEDSell−26,805−0.02
≡WMG – WARNER MUSIC GROUP CORPReduce 8.00%−260,6900.02
≡CHAMPIONX CORPORATIONReduce 95.00%−359,550−0.02
≡CWK – CUSHMAN WAKEFIELD PLCReduce 30.00%−1,201,781−0.02
≡GOOG – ALPHABET INCReduce 8.00%−171,3110.02
≡EEFT – EURONET WORLDWIDE INCSell−43,216−0.01
≡KDP – KEURIG DR PEPPER INCReduce 94.00%−155,538−0.01
≡ADP – AUTOMATIC DATA PROCESSING INReduce 72.00%−21,695−0.01
≡NOV – NOV INCReduce 6.00%−50,6290.01
≡SAPIENS INTL CORP N VAdd 24.00%78,3000.01
≡TXN – TEXAS INSTRS INCReduce 14.00%−11,353−0.01
≡CIGI – COLLIERS INTL GROUP INCReduce 11.00%−27,800−0.00
≡REYN – REYNOLDS CONSUMER PRODS INCReduce 79.00%−57,296−0.00
≡ALV – AUTOLIV INCReduce 19.00%−75,785−0.00
≡GD – GENERAL DYNAMICS CORPSell−6,590−0.00
≡STZ – CONSTELLATION BRANDS INCSell−5,283−0.00
≡LBRDA – LIBERTY BROADBAND CORPAdd 21.00%7,1960.00
≡TKR – TIMKEN COSell−12,355−0.00
≡CMI – CUMMINS INCReduce 54.00%−4,426−0.00
≡GLPI – GAMING & LEISURE PPTYS INCReduce 51.00%−21,750−0.00
≡DOV – DOVER CORPReduce 19.00%−6,144−0.00
≡TMUS – T-MOBILE US INCReduce 48.00%−6,997−0.00
≡MTN – VAIL RESORTS INCAdd 46.00%4,1750.00
≡ALSN – ALLISON TRANSMISSION HLDGS IReduce 10.00%−50,146−0.00
≡CVX – CHEVRON CORP NEWAdd 204.00%3,7660.00
≡REGN – REGENERON PHARMACEUTICALSSell−878−0.00
≡HUM – HUMANA INCSell−1,245−0.00
≡HRI – HERC HLDGS INCReduce 21.00%−2,866−0.00
≡CAT – CATERPILLAR INCReduce 57.00%−2,425−0.00
≡IBM – INTERNATIONAL BUSINESS MACHSSell−3,977−0.00
≡SPGI – S&P GLOBAL INCReduce 12.00%−635−0.00
≡POST – POST HLDGS INCSell−3,475−0.00
≡HII – HUNTINGTON INGALLS INDS INCSell−1,239−0.00
≡MCD – MCDONALDS CORPSell−900−0.00
≡MSFT – MICROSOFT CORPReduce 26.00%−641−0.00
≡FANG – DIAMONDBACK ENERGY INCSell−1,672−0.00
≡NDAQ – NASDAQ INCReduce 12.00%−3,485−0.00
≡UNH – UNITEDHEALTH GROUP INCReduce 23.00%−473−0.00
≡HWM – HOWMET AEROSPACE INCReduce 25.00%−2,500−0.00
≡IT – GARTNER INCReduce 7.00%−295−0.00
≡FITB – FIFTH THIRD BANCORPReduce 9.00%−2,105−0.00
≡CFG – CITIZENS FINL GROUP INCReduce 11.00%−4,025−0.00
≡CPRI – CAPRI HOLDINGS LIMITEDReduce 32.00%−5,6750.00
≡MBC – MASTERBRAND INCReduce 7.00%−16,2250.00
1.05
≡CRM – SALESFORCE INCReduce 34.00%−2,657,994−0.98
≡AIG – AMERICAN INTL GROUP INCAdd 43.00%6,725,7240.90
≡HCA – HCA HEALTHCARE INCReduce 39.00%−1,925,369−0.81
≡BKNG – BOOKING HOLDINGS INCReduce 59.00%−150,894−0.78
≡SCHW – SCHWAB CHARLES CORPAdd 54.00%6,598,2520.77
≡AMZN – AMAZON COM INCReduce 32.00%−7,250,383−0.75
≡ORCL – ORACLE CORPReduce 37.00%−7,101,368−0.75
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 25.00%1,070,7840.73
≡NFLX – NETFLIX INCReduce 81.00%−1,093,585−0.69
≡IQV – IQVIA HLDGS INCBuy1,598,5800.68
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 58.00%190,9800.63
≡ADBE – ADOBE SYSTEMS INCORPORATEDReduce 97.00%−820,256−0.61
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 18.00%2,250,7140.61
≡THC – TENET HEALTHCARE CORPReduce 100.00%−5,071,769−0.58
≡BRK.B – BERKSHIRE HATHAWAY INC DELReduce 68.00%−925,866−0.54
≡KR – KROGER COAdd 130.00%5,597,7880.46
≡CE – CELANESE CORP DELBuy1,795,8190.39
≡PINS – PINTEREST INCReduce 38.00%−6,989,712−0.39
≡CRBG – COREBRIDGE FINL INCAdd 416.00%11,200,2310.38
≡LBTYB – LIBERTY GLOBAL PLCReduce 24.00%−6,567,871−0.38
≡TTWO – TAKE-TWO INTERACTIVE SOFTWARSell−1,604,288−0.37
≡KKR – KKR & CO INCAdd 9.00%2,503,5090.36
≡CBRE – CBRE GROUP INCAdd 10.00%1,292,5320.34
≡RYAAY – RYANAIR HOLDINGS PLCReduce 27.00%−2,713,710−0.31
≡WDAY – WORKDAY INCReduce 30.00%−886,950−0.31
≡WFC – WELLS FARGO CO NEWAdd 6.00%1,348,7170.28
≡UBER – UBER TECHNOLOGIES INCSell−4,490,715−0.28
≡LAD – LITHIA MTRS INCAdd 10.00%144,4680.28
≡MA – MASTERCARD INCORPORATEDReduce 72.00%−387,553−0.27
≡NOV – NOV INCReduce 89.00%−7,175,418−0.26
≡EOG – EOG RES INCAdd 19.00%1,399,1060.25
≡WBD – WARNER BROS DISCOVERY INCAdd 7.00%4,048,493−0.25
≡CNH – CNH INDL N VAdd 19.00%17,732,4300.24
≡ARCONIC CORPORATIONSell−4,468,759−0.23
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 189.00%4,057,1000.22
≡TFC – TRUIST FINL CORPAdd 85.00%4,766,8760.22
≡BAX – BAXTER INTL INCAdd 15912.00%2,410,6290.21
≡OTEX – OPEN TEXT CORPReduce 22.00%−3,234,100−0.20
≡META – META PLATFORMS INCReduce 39.00%−953,453−0.20
≡MAS – MASCO CORPAdd 9.00%781,0490.19
≡CSL – CARLISLE COS INCAdd 39.00%310,9470.19
≡FLS – FLOWSERVE CORPReduce 43.00%−2,632,609−0.16
≡CMCSA – COMCAST CORP NEWAdd 6.00%1,055,4400.16
≡C – CITIGROUP INCReduce 10.00%−1,177,913−0.15
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 9.00%401,4970.15
≡BLK – BLACKROCK INCReduce 17.00%−116,500−0.15
≡FISV – FISERV INCReduce 11.00%−1,871,009−0.13
≡VIPS – VIPSHOP HOLDINGS LIMITEDReduce 36.00%−4,897,216−0.13
≡TEL – TE CONNECTIVITY LTDReduce 10.00%−715,863−0.13
≡MCO – MOODYS CORPAdd 9.00%92,7670.12
≡STT – STATE STR CORPAdd 21.00%1,196,0030.11
≡V – VISA INCReduce 16.00%−260,537−0.10
≡BNY – BANK NEW YORK MELLON CORPAdd 27.00%1,489,5560.10
≡APA – APA CORPORATIONAdd 23.00%2,470,8290.10
≡QSR – RESTAURANT BRANDS INTL INCReduce 49.00%−830,104−0.09
≡CWK – CUSHMAN WAKEFIELD PLCReduce 48.00%−3,612,401−0.09
≡MBC – MASTERBRAND INCReduce 96.00%−6,049,947−0.09
≡BAC – BANK AMERICA CORPAdd 6.00%2,979,5610.08
≡MGA – MAGNA INTL INCAdd 26.00%697,5370.08
≡HLT – HILTON WORLDWIDE HLDGS INCReduce 8.00%−273,025−0.07
≡PHM – PULTE GROUP INCReduce 31.00%−1,784,258−0.07
≡PH – PARKER-HANNIFIN CORPReduce 15.00%−390,846−0.07
≡MO – ALTRIA GROUP INCAdd 14.00%867,6070.07
≡SDA – SEALED AIR CORP NEWAdd 47.00%1,304,2300.06
≡EBAY – EBAY INC.Reduce 8.00%−408,155−0.04
≡PCAR – PACCAR INCReduce 23.00%−469,427−0.04
≡LIVN – LIVANOVA PLCSell−425,912−0.04
≡LW – LAMB WESTON HLDGS INCSell−175,045−0.04
≡CIGI – COLLIERS INTL GROUP INCAdd 324.00%191,8400.03
≡PDC ENERGY INCReduce 21.00%−372,810−0.03
≡CHAMPIONX CORPORATIONReduce 59.00%−537,392−0.03
≡LEA – LEAR CORPReduce 6.00%−91,176−0.03
≡ABM – ABM INDS INCAdd 59.00%338,5500.02
≡KDP – KEURIG DR PEPPER INCReduce 63.00%−286,062−0.02
≡WMG – WARNER MUSIC GROUP CORPAdd 52.00%1,108,3520.02
≡REYN – REYNOLDS CONSUMER PRODS INCReduce 84.00%−390,826−0.02
≡OPLN – OPENLANE INCAdd 9.00%341,3170.02
≡SAPIENS INTL CORP N VBuy331,6000.02
≡GIL – GILDAN ACTIVEWEAR INCAdd 41.00%310,0000.02
≡GOOG – ALPHABET INCReduce 14.00%−349,803−0.02
≡STZ – CONSTELLATION BRANDS INCReduce 85.00%−30,799−0.01
≡EFX – EQUIFAX INCReduce 13.00%−192,711−0.01
≡GPN – GLOBAL PMTS INCAdd 13.00%266,0280.01
≡TMUS – T-MOBILE US INCReduce 58.00%−20,386−0.01
≡HWM – HOWMET AEROSPACE INCReduce 86.00%−63,519−0.01
≡CCK – CROWN HLDGS INCAdd 39.00%28,9650.00
≡POST – POST HLDGS INCReduce 87.00%−23,992−0.00
≡IT – GARTNER INCReduce 48.00%−3,950−0.00
≡LBRDA – LIBERTY BROADBAND CORPAdd 99.00%16,8400.00
≡GLPI – GAMING & LEISURE PPTYS INCReduce 28.00%−16,608−0.00
≡QRVO – QORVO INCSell−9,757−0.00
≡REGN – REGENERON PHARMACEUTICALSReduce 53.00%−1,008−0.00
≡CFG – CITIZENS FINL GROUP INCBuy36,1000.00
≡HRI – HERC HLDGS INCReduce 42.00%−9,755−0.00
≡FITB – FIFTH THIRD BANCORPBuy24,5000.00
≡CPRI – CAPRI HOLDINGS LIMITEDBuy17,6750.00
≡AON – AON PLCSell−1,910−0.00
≡ITW – ILLINOIS TOOL WKS INCSell−2,472−0.00
≡ARMK – ARAMARKSell−15,724−0.00
≡NDAQ – NASDAQ INCReduce 19.00%−6,601−0.00
≡ABBV – ABBVIE INCBuy3,2550.00
≡DIA – SPDR DOW JONES INDL AVERAGESell−1,250−0.00
≡HUM – HUMANA INCReduce 35.00%−661−0.00
≡MCD – MCDONALDS CORPBuy9000.00
≡PG – PROCTER AND GAMBLE COSell−1,500−0.00
≡NUV – NUVEEN MUN VALUE FD INCSell−18,150−0.00
≡XLU – SELECT SECTOR SPDR TRSell−2,250−0.00
≡CAT – CATERPILLAR INCReduce 17.00%−845−0.00
≡XLK – SELECT SECTOR SPDR TRSell−862−0.00
≡HII – HUNTINGTON INGALLS INDS INCReduce 34.00%−650−0.00
≡JPM – JPMORGAN CHASE & COReduce 20.00%−1,300−0.00
≡TKR – TIMKEN COReduce 16.00%−2,435−0.00
≡CVX – CHEVRON CORP NEWReduce 21.00%−500−0.00
≡TEMPLETON EMERGING MKTS INCOSell−12,500−0.00
≡XLV – SELECT SECTOR SPDR TRSell−60−0.00