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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
≡ELVCALL – ELEVANCE HEALTH INC FORMERLYBuy5,136,5262.00
≡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
≡IQV – IQVIA HLDGS INCAdd 8.00%863,557−0.46
≡CRM – SALESFORCE INCAdd 52.00%5,126,6650.43
≡SYF – SYNCHRONY FINANCIALBuy4,659,0010.42
≡IT – GARTNER INCAdd 225.00%2,171,7900.35
≡SYY – SYSCO CORPAdd 39.00%3,095,4010.31
≡CPNG – COUPANG INCBuy9,981,8540.25
≡RGA – REINSURANCE GROUP AMER INCAdd 14.00%589,4000.22
≡KDP – KEURIG DR PEPPER INCAdd 8.00%6,813,1380.21
≡HLN – HALEON PLCBuy15,032,0410.20
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 6.00%695,2360.17
≡CNC – CENTENE CORP DELAdd 56.00%5,043,9770.14
≡FLUT – FLUTTER ENTMT PLCAdd 11.00%114,501−0.12
≡MDLZ – MONDELEZ INTL INCAdd 22.00%1,011,6980.12
≡WAT – WATERS CORPBuy288,7120.11
≡OC – OWENS CORNING NEWAdd 226.00%634,8650.09
≡CDW – CDW CORPAdd 19.00%857,2500.09
≡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
≡CIGI – COLLIERS INTL GROUP INCAdd 332.00%240,7000.03
≡AMZN – AMAZON COM INCAdd 7.00%297,5960.02
≡KB – KB FINL GROUP INCAdd 2580.00%80,3590.01
≡ABM – ABM INDS INCAdd 6.00%170,2660.00
≡SPY – STATE STR SPDR S&P 500 ETF TAdd 53.00%2,6750.00
≡EQH – EQUITABLE HLDGS INCBuy28,2450.00
≡SGOV – ISHARES TRBuy3,7360.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 40.00%3,8520.00
≡WDAY – WORKDAY INCAdd 104.00%5,9400.00
≡SAP – SAP SEBuy1,4540.00
≡UL – UNILEVER PLCBuy4,1230.00
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 7.00%404,5930.00
≡IDXX – IDEXX LABS INCAdd 6.00%27−0.00
≡LLY – ELI LILLY & COAdd 9.00%36−0.00
≡ISHARES TRBuy280.00
≡ISHARES TRBuy500.00
≡AVGO – BROADCOM INCAdd 6.00%103−0.00
Q4 2025filed Feb 17, 2611 new46 added48 reduced21 exited
≡FISVCALL – FISERV INCBuy20,154,7031.71
≡TRGP – TARGA RES CORPAdd 134.00%5,574,9111.15
≡AER – AERCAP HOLDINGS NVBuy5,840,4801.06
≡AMRZ
Q3 2025filed Nov 14, 2518 new26 added69 reduced12 exited
≡CRM – SALESFORCE INCAdd 135.00%4,053,9941.35
≡TRGP – TARGA RES CORPAdd 1497.00%3,894,9041.04
≡UNP – UNION PAC CORPBuy1,465,5870.56
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 13.00%508,350
Q2 2025filed Aug 14, 2530 new43 added62 reduced17 exited
≡CRM – SALESFORCE INCAdd 819.00%2,666,9031.18
≡ABNB – AIRBNB INCAdd 43.00%4,292,3831.07
≡NKE – NIKE INCBuy8,748,9431.01
≡AMZN – AMAZON COM INCAdd 111.00%2,472,578
Q1 2025filed May 15, 2518 new27 added53 reduced13 exited
≡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%2,145,7521.12
≡ABNB – <![CDATA[AIRBNB INC]]>Add 86.00%
Q4 2024filed Feb 14, 2514 new24 added56 reduced7 exited
≡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]]>Buy1,821,2840.88
≡EFX – <![CDATA[EQUIFAX INC]]>Add 97.00%
Q3 2024filed Nov 14, 2419 new24 added45 reduced5 exited
≡NVST 1.75 08/15/28 – ENVISTA HOLDINGS CORPORATIONBuy17,500,000,00020.63
≡SCHW – SCHWAB CHARLES CORPAdd 23.00%5,302,736−0.47
≡MRK – MERCK & CO INCBuy2,943,0210.44
≡GPC – GENUINE PARTS COBuy
Q2 2024filed Aug 14, 245 new35 added43 reduced6 exited
≡EFX – EQUIFAX INCAdd 513.00%1,916,8420.78
≡NDAQ – NASDAQ INCBuy7,499,9320.76
≡CRM – SALESFORCE INCAdd 61.00%1,898,9850.66
≡CNC – CENTENE CORP DELAdd 46.00%7,900,876
Q1 2024filed May 15, 247 new25 added62 reduced17 exited
≡DE – DEERE & COBuy3,216,7922.14
≡CNC – CENTENE CORP DELAdd 56.00%6,129,1150.77
≡PAYC – PAYCOM SOFTWARE INCAdd 259.00%2,446,8240.76
≡KVUE – KENVUE INCBuy17,654,856
Q4 2023filed Feb 14, 2416 new25 added38 reduced7 exited
≡PSX – PHILLIPS 66Add 262.00%4,998,7711.14
≡IQV – IQVIA HLDGS INCAdd 23.00%1,844,8650.86
≡CNC – CENTENE CORP DELAdd 173.00%6,881,4500.86
≡AXP – AMERICAN EXPRESS COAdd 71.00%2,084,484
Q3 2023filed Nov 14, 239 new22 added55 reduced17 exited
≡IQV – IQVIA HLDGS INCAdd 394.00%6,304,4242.35
≡CSCO – CISCO SYS INCBuy10,945,2901.14
≡KR – KROGER COAdd 73.00%7,260,1930.62
≡CNC – CENTENE CORP DELBuy3,981,917
Q2 2023filed Aug 14, 239 new39 added55 reduced16 exited
≡COP – CONOCOPHILLIPSAdd 122.00%8,229,1291.62
≡COF – CAPITAL ONE FINL CORPAdd 25.00%3,763,2251.07
≡DHR – DANAHER CORPORATIONBuy2,321,1401.05
≡AIG – AMERICAN INTL GROUP INCAdd 43.00%6,725,724
– AMRIZE LTD
Buy
11,379,547
0.78
≡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
≡CRM – SALESFORCE INCAdd 39.00%2,744,7480.60
≡MRK – MERCK & CO INCAdd 43.00%4,265,0970.55
≡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
≡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
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 24.00%850,271−0.39
≡EFX – EQUIFAX INCAdd 30.00%1,723,439−0.33
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 44.00%4,833,3180.32
≡IT – GARTNER INCBuy963,9840.31
≡DE – DEERE & COAdd 45.00%978,8570.26
≡COF – CAPITAL ONE FINL CORPAdd 20.00%1,800,0240.24
≡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
≡STZ – CONSTELLATION BRANDS INCAdd 58.00%1,184,8110.12
≡MAS – MASCO CORPAdd 55.00%4,090,7190.09
≡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
≡RGA – REINSURANCE GRP OF AMERICA IAdd 27.00%915,3970.07
≡CRL – CHARLES RIV LABS INTL INCAdd 14.00%204,5220.05
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 31.00%1,318,482−0.05
≡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
≡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
≡PAYC – PAYCOM SOFTWARE INCAdd 69.00%1,305,2250.01
≡OMC – OMNICOM GROUP INCBuy61,3400.01
≡VTV – VANGUARD INDEX FDSAdd 2555.00%19,1110.00
≡NFLX – NETFLIX INCAdd 906.00%29,304−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 152.00%3,0360.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 345.00%7,4340.00
≡META – META PLATFORMS INCAdd 12.00%474−0.00
≡BX – BLACKSTONE INCBuy3,7500.00
≡PANW – PALO ALTO NETWORKS INCBuy2,6400.00
≡NUV – NUVEEN MUN VALUE FD INCBuy14,8540.00
≡COST – COSTCO WHSL CORP NEWAdd 13.00%75−0.00
≡WMT – WALMART INCAdd 33.00%8750.00
≡ETHB – ISHARES TRBuy4000.00
0.49
≡FMX – FOMENTO ECONOMICO MEXICANO SBuy2,706,0990.43
≡ICLR – ICON PLCAdd 43.00%704,5000.27
≡RGA – REINSURANCE GRP OF AMERICA IAdd 40.00%962,1350.26
≡EFX – EQUIFAX INCAdd 14.00%725,9010.25
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 39.00%902,0590.21
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 27.00%1,018,4660.20
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 14.00%1,348,8950.16
≡MRK – MERCK & CO INCAdd 8.00%692,2900.15
≡BDX – BECTON DICKINSON & COAdd 7.00%198,0910.12
≡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
≡ABNB – AIRBNB INCAdd 9.00%1,216,600−0.06
≡ERMENEGILDO ZEGNA N VBuy3,556,2000.05
≡KDP – KEURIG DR PEPPER INCAdd 33.00%15,500,9270.03
≡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
≡CDW – CDW CORPAdd 38.00%75,8490.01
≡ABM – ABM INDS INCAdd 6.00%150,9380.00
≡MSFT – MICROSOFT CORPAdd 16.00%1,0980.00
≡UNH – UNITEDHEALTH GROUP INCBuy1,4140.00
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy1,1850.00
≡NOW – SERVICENOW INCBuy3400.00
≡IDXX – IDEXX LABS INCBuy4550.00
≡CDNS – CADENCE DESIGN SYSTEM INCBuy7900.00
≡TMO – THERMO FISHER SCIENTIFIC INCBuy5410.00
≡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
≡META – META PLATFORMS INCAdd 8.00%2660.00
≡USHY – ISHARES TRBuy3,7950.00
≡WDAY – WORKDAY INCAdd 8.00%4920.00
≡GLIBA – GCI LIBERTY INCBuy2,0000.00
≡HDB – HDFC BANK LTDAdd 192.00%5,7560.00
≡DIS – DISNEY WALT COAdd 19.00%3100.00
≡PG – PROCTER AND GAMBLE COAdd 10.00%1610.00
≡IEUR – ISHARES TRBuy460.00
0.97
≡MPC – MARATHON PETE CORPAdd 93.00%1,991,6700.59
≡ZBH – ZIMMER BIOMET HOLDINGS INCBuy3,732,1010.55
≡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
≡BDX – BECTON DICKINSON & COAdd 126.00%1,625,3910.32
≡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
≡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
≡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
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 6.00%229,753−0.13
≡CE – CELANESE CORP DELAdd 58.00%1,301,5710.11
≡BLK – BLACKROCK INCAdd 14.00%31,5820.08
≡RGA – REINSURANCE GRP OF AMERICA IAdd 11.00%243,0410.06
≡OC – OWENS CORNING NEWBuy262,0450.06
≡CDW – CDW CORPBuy198,7010.06
≡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
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 14.00%925,411−0.05
≡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
≡BC – BRUNSWICK CORPAdd 10.00%334,5940.03
≡GPN – GLOBAL PMTS INCAdd 23.00%1,259,089−0.02
≡ABM – ABM INDS INCAdd 14.00%330,4110.02
≡CSX – CSX CORPBuy194,3600.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 36.00%178,1000.01
≡CIGI – COLLIERS INTL GROUP INCAdd 26.00%21,9000.01
≡NVDA – NVIDIA CORPORATIONAdd 285.00%12,3600.00
≡MSFT – MICROSOFT CORPAdd 78.00%2,9530.00
≡META – META PLATFORMS INCAdd 34.00%8980.00
≡ABBV – ABBVIE INCBuy3,1630.00
≡COST – COSTCO WHSL CORP NEWBuy5810.00
≡AVGO – BROADCOM INCBuy2,0320.00
≡MBC – MASTERBRAND INCAdd 123.00%62,0400.00
≡JPM – JPMORGAN CHASE & CO.Add 19.00%9160.00
≡AMAT – APPLIED MATLS INCBuy2,2000.00
≡CAT – CATERPILLAR INCAdd 41.00%7780.00
≡PEP – PEPSICO INCBuy2,4950.00
≡LLY – ELI LILLY & COBuy4140.00
≡ET – ENERGY TRANSFER L PBuy16,5000.00
≡KB – KB FINL GROUP INCBuy3,5450.00
≡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
≡HD – HOME DEPOT INCBuy6930.00
≡AON – AON PLCBuy6990.00
≡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
≡IWR – ISHARES TRBuy1,0000.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 18.00%2500.00
≡IWM – ISHARES TRAdd 47.00%2500.00
≡XOM – EXXON MOBIL CORPAdd 21.00%1,2490.00
≡CVX – CHEVRON CORP NEWAdd 35.00%6420.00
4,598,125
1.07
≡ELV – <![CDATA[ELEVANCE HEALTH INC]]>Add 25.00%458,8750.78
≡EFX – <![CDATA[EQUIFAX INC]]>Add 28.00%987,7720.67
≡SYY – <![CDATA[SYSCO CORP]]>Add 97.00%4,219,3800.64
≡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
≡CG – <![CDATA[CARLYLE GROUP INC]]>Add 176.00%5,600,3000.43
≡ALLY – <![CDATA[ALLY FINL INC]]>Add 8.00%1,818,2420.43
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 10.00%461,1300.33
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 33.00%1,386,6380.33
≡MRK – <![CDATA[MERCK & CO INC]]>Add 20.00%1,224,9100.31
≡MDLZ – <![CDATA[MONDELEZ INTL INC]]>Buy2,349,4750.27
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Add 45.00%398,5380.23
≡FLUT – <![CDATA[FLUTTER ENTMT PLC]]>Buy573,5750.21
≡BAX – <![CDATA[BAXTER INTL INC]]>Add 6.00%540,7040.19
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 6.00%149,3970.15
≡RGA – <![CDATA[REINSURANCE GRP OF AMERICA I]]>Add 7.00%134,7420.14
≡FBIN – <![CDATA[FORTUNE BRANDS INNOVATIONS I]]>Add 6.00%363,6610.11
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 23.00%657,8670.07
≡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
≡ABM – <![CDATA[ABM INDS INC]]>Add 8.00%160,9000.04
≡TRGP – <![CDATA[TARGA RES CORP]]>Buy72,1000.02
≡SPNS 09/16/16 P15 – <![CDATA[SAPIENS INTL CORP N V]]>Add 32.00%121,3800.01
≡ACVA – <![CDATA[ACV AUCTIONS INC]]>Add 32.00%723,1780.01
≡MCD – <![CDATA[MCDONALDS CORP]]>Add 729.00%7,0000.00
≡<![CDATA[ISHARES TR]]>Buy140.00
≡WMT – <![CDATA[WALMART INC]]>Buy19,4220.00
≡VSTS – <![CDATA[VESTIS CORPORATION]]>Add 149.00%176,7900.00
≡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
≡TRN – <![CDATA[TRINITY INDS INC]]>Buy16,1000.00
≡UNLYF – <![CDATA[UNILEVER PLC]]>Buy5,5000.00
≡FMS – <![CDATA[FRESENIUS MEDICAL CARE AG]]>Buy10,6950.00
≡PUK – <![CDATA[PRUDENTIAL PLC]]>Buy11,5550.00
≡DEO – <![CDATA[DIAGEO PLC]]>Add 6.00%6350.00
≡IWM – <![CDATA[ISHARES TR]]>Buy5330.00
≡VOO – <![CDATA[VANGUARD INDEX FDS]]>Buy1560.00
1,761,837
0.50
≡SYY – <![CDATA[SYSCO CORP]]>Buy4,347,2790.44
≡MRK – <![CDATA[MERCK & CO INC]]>Add 112.00%3,301,4290.38
≡BLK – <![CDATA[BLACKROCK INC]]>Buy227,6310.31
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Buy893,3550.27
≡IQV – <![CDATA[IQVIA HLDGS INC]]>Add 11.00%1,156,573−0.22
≡CG – <![CDATA[CARLYLE GROUP INC]]>Buy3,186,7430.21
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 130.00%2,401,0490.21
≡EOG – <![CDATA[EOG RES INC]]>Add 15.00%1,062,7330.18
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 32.00%1,069,7560.17
≡AIG – <![CDATA[AMERICAN INTL GROUP INC]]>Add 7.00%1,438,6310.14
≡GPN – <![CDATA[GLOBAL PMTS INC]]>Add 6.00%325,4530.12
≡APTV – <![CDATA[APTIV PLC]]>Add 70.00%1,578,1610.09
≡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
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 74.00%1,195,6880.06
≡SPY – <![CDATA[SPDR S&P 500 ETF TR]]>Add 652.00%50,1160.04
≡<![CDATA[SUNRISE COMMUNICATIONS AG]]>Buy504,6440.03
≡BECN 04/17/10 P12.5 – <![CDATA[BEACON ROOFING SUPPLY INC]]>Buy211,8950.03
≡BABA – <![CDATA[ALIBABA GROUP HLDG LTD]]>Buy188,9860.02
≡IWD – <![CDATA[ISHARES TR]]>Buy59,6100.01
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 15.00%345,253−0.01
≡VTV – <![CDATA[VANGUARD INDEX FDS]]>Add 351.00%11,4680.00
≡MCD – <![CDATA[MCDONALDS CORP]]>Buy9600.00
≡MSFT – <![CDATA[MICROSOFT CORP]]>Add 18.00%5780.00
≡HD – <![CDATA[HOME DEPOT INC]]>Buy5340.00
≡GD – <![CDATA[GENERAL DYNAMICS CORP]]>Add 82.00%5950.00
≡NVDA – <![CDATA[NVIDIA CORPORATION]]>Add 6.00%2350.00
≡CVX – <![CDATA[CHEVRON CORP NEW]]>Add 13.00%2500.00
≡INDA – <![CDATA[ISHARES TR]]>Buy6000.00
≡EUFN – <![CDATA[ISHARES TR]]>Buy6000.00
≡CAT – <![CDATA[CATERPILLAR INC]]>Add 7.00%120−0.00
≡LYG – <![CDATA[LLOYDS BANKING GROUP PLC]]>Add 13.00%6,000−0.00
2,325,955
0.42
≡PSX – PHILLIPS 66Add 16.00%1,347,791−0.34
≡RYAAY – RYANAIR HOLDINGS PLCAdd 125.00%5,697,740−0.29
≡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
≡GPN – GLOBAL PMTS INCAdd 75.00%2,146,4850.20
≡SW – SMURFIT WESTROCK PLCBuy2,770,4700.18
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 222.00%1,273,0550.15
≡DE – DEERE & COAdd 11.00%486,492−0.12
≡LW – LAMB WESTON HLDGS INCBuy1,345,4240.11
≡DAL – DELTA AIR LINES INC DELAdd 8.00%910,362−0.10
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 6.00%363,8120.08
≡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
≡BWA – BORGWARNER INCAdd 11.00%1,216,118−0.02
≡SEG – SEAPORT ENTMT GROUP INCBuy215,4370.01
≡BC – BRUNSWICK CORPAdd 10.00%141,735−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 631.00%6,6370.00
≡ALV – AUTOLIV INCAdd 60.00%134,8450.00
≡CCK – CROWN HLDGS INCAdd 10.00%17,4700.00
≡NVDA – NVIDIA CORPORATIONBuy4,0050.00
≡ACWI – ISHARES TRBuy3,4250.00
≡VSTS – VESTIS CORPORATIONAdd 18.00%18,9250.00
≡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
≡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
0.64
≡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
≡DAL – DELTA AIR LINES INC DELAdd 79.00%5,177,3150.43
≡KVUE – KENVUE INCAdd 66.00%11,618,5410.29
≡C – CITIGROUP INCAdd 13.00%1,872,5410.27
≡ETSY – ETSY INCAdd 13070.00%2,441,3960.24
≡LBRDK – LIBERTY BROADBAND CORPAdd 37.00%1,802,5870.17
≡BNY – BANK NEW YORK MELLON CORPAdd 6.00%527,3970.13
≡PAYC – PAYCOM SOFTWARE INCAdd 19.00%634,028−0.12
≡CTVA – CORTEVA INCAdd 11.00%1,436,2090.11
≡ABM – ABM INDS INCAdd 97.00%979,6060.10
≡CVS – CVS HEALTH CORPAdd 9.00%402,543−0.09
≡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
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 10.00%1,018,083−0.03
≡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
≡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
≡VSTS – VESTIS CORPORATIONBuy103,1150.00
≡VTV – VANGUARD INDEX FDSBuy2,4580.00
≡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
0.61
≡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
≡CTVA – CORTEVA INCAdd 41.00%3,713,4810.44
≡PSX – PHILLIPS 66Add 9.00%629,2240.41
≡SCHW – SCHWAB CHARLES CORPAdd 19.00%3,697,8440.40
≡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
≡EOG – EOG RES INCAdd 12.00%855,5970.17
≡APA – APA CORPORATIONAdd 23.00%3,630,0060.10
≡WEN – WENDYS COAdd 75.00%3,700,8590.10
≡WBD – WARNER BROS DISCOVERY INCAdd 31.00%24,495,703−0.09
≡BAX – BAXTER INTL INCAdd 8.00%717,3380.07
≡MO – ALTRIA GROUP INCAdd 8.00%796,6810.07
≡MGA – MAGNA INTL INCAdd 8.00%476,502−0.04
≡SDA – SEALED AIR CORP NEWAdd 12.00%572,4720.02
≡CMCSA – COMCAST CORP NEWAdd 9.00%1,747,3380.02
≡GRFS – GRIFOLS S AAdd 40.00%1,101,500−0.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 24.00%107,4000.01
≡ETSY – ETSY INCBuy18,6800.00
≡CCK – CROWN HLDGS INCAdd 12.00%12,960−0.00
≡ABM – ABM INDS INCAdd 6.00%55,840−0.00
≡FANG – DIAMONDBACK ENERGY INCBuy1,2200.00
≡GD – GENERAL DYNAMICS CORPBuy7250.00
≡LYG – LLOYDS BANKING GROUP PLCBuy47,0900.00
≡CWK – CUSHMAN WAKEFIELD PLCAdd 10.00%287,2010.00
0.77
≡A – AGILENT TECHNOLOGIES INCBuy2,342,3830.56
≡LBTYA – LIBERTY GLOBAL LTDBuy15,342,4860.47
≡CNH – CNH INDL N VAdd 30.00%37,438,5640.45
≡BLK – BLACKROCK INCAdd 40.00%227,8590.40
≡PAYC – PAYCOM SOFTWARE INCBuy946,3310.34
≡KR – KROGER COAdd 30.00%5,172,5160.26
≡CTVA – CORTEVA INCAdd 87.00%4,194,9810.26
≡LAD – LITHIA MTRS INCAdd 23.00%377,2560.20
≡WBD – WARNER BROS DISCOVERY INCAdd 23.00%15,025,2810.20
≡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
≡MGA – MAGNA INTL INCAdd 14.00%717,6650.06
≡BAX – BAXTER INTL INCAdd 21.00%1,574,5610.05
≡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
≡CVS – CVS HEALTH CORPAdd 6.00%241,3570.03
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VBuy449,2000.02
≡CRBG – COREBRIDGE FINL INCAdd 6.00%878,1320.02
≡SPY – SPDR S&P 500 ETF TRAdd 1762.00%17,9010.01
≡IBDR – ISHARES TRBuy31,6550.00
≡MTN – VAIL RESORTS INCAdd 36.00%4,8400.00
≡IBDQ – ISHARES TRBuy20,1140.00
≡VTV – VANGUARD INDEX FDSBuy2,9450.00
≡IBDS – ISHARES TRBuy15,8250.00
≡VUG – VANGUARD INDEX FDSBuy1,0680.00
≡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
≡VWO – VANGUARD INTL EQUITY INDEX FBuy4,7880.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 26.00%2,1690.00
≡MSFT – MICROSOFT CORPAdd 15.00%2800.00
≡EFA – ISHARES TRBuy6690.00
0.53
≡CTVA – CORTEVA INCBuy4,816,7210.48
≡PSX – PHILLIPS 66Buy1,905,4780.45
≡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
≡HHH – HOWARD HUGHES HOLDINGS INCBuy2,105,2840.30
≡AXP – AMERICAN EXPRESS COAdd 56.00%1,055,1040.24
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 7.00%972,3200.23
≡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
≡MO – ALTRIA GROUP INCAdd 34.00%2,415,0110.17
≡BC – BRUNSWICK CORPBuy1,087,3960.17
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 19.00%675,2190.15
≡CNH – CNH INDL N VAdd 9.00%10,322,578−0.14
≡CRBG – COREBRIDGE FINL INCAdd 10.00%1,339,4630.12
≡PHIN – PHINIA INCBuy2,002,7780.10
≡BNY – BANK NEW YORK MELLON CORPAdd 18.00%1,269,3700.10
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 45.00%2,808,2910.09
≡SDA – SEALED AIR CORP NEWAdd 48.00%1,975,0010.08
≡WEN – WENDYS COAdd 38.00%2,146,6920.08
≡INTERPUBLIC GROUP COS INCAdd 24.00%3,278,035−0.04
≡FERGUSON PLC NEWBuy101,8000.03
≡SAPIENS INTL CORP N VAdd 24.00%78,3000.01
≡LBRDA – LIBERTY BROADBAND CORPAdd 21.00%7,1960.00
≡MTN – VAIL RESORTS INCAdd 46.00%4,1750.00
≡CVX – CHEVRON CORP NEWAdd 204.00%3,7660.00
0.90
≡SCHW – SCHWAB CHARLES CORPAdd 54.00%6,598,2520.77
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 25.00%1,070,7840.73
≡IQV – IQVIA HLDGS INCBuy1,598,5800.68
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 58.00%190,9800.63
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 18.00%2,250,7140.61
≡KR – KROGER COAdd 130.00%5,597,7880.46
≡CE – CELANESE CORP DELBuy1,795,8190.39
≡CRBG – COREBRIDGE FINL INCAdd 416.00%11,200,2310.38
≡KKR – KKR & CO INCAdd 9.00%2,503,5090.36
≡CBRE – CBRE GROUP INCAdd 10.00%1,292,5320.34
≡WFC – WELLS FARGO CO NEWAdd 6.00%1,348,7170.28
≡LAD – LITHIA MTRS INCAdd 10.00%144,4680.28
≡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
≡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
≡MAS – MASCO CORPAdd 9.00%781,0490.19
≡CSL – CARLISLE COS INCAdd 39.00%310,9470.19
≡CMCSA – COMCAST CORP NEWAdd 6.00%1,055,4400.16
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 9.00%401,4970.15
≡MCO – MOODYS CORPAdd 9.00%92,7670.12
≡STT – STATE STR CORPAdd 21.00%1,196,0030.11
≡BNY – BANK NEW YORK MELLON CORPAdd 27.00%1,489,5560.10
≡APA – APA CORPORATIONAdd 23.00%2,470,8290.10
≡BAC – BANK AMERICA CORPAdd 6.00%2,979,5610.08
≡MGA – MAGNA INTL INCAdd 26.00%697,5370.08
≡MO – ALTRIA GROUP INCAdd 14.00%867,6070.07
≡SDA – SEALED AIR CORP NEWAdd 47.00%1,304,2300.06
≡CIGI – COLLIERS INTL GROUP INCAdd 324.00%191,8400.03
≡ABM – ABM INDS INCAdd 59.00%338,5500.02
≡WMG – WARNER MUSIC GROUP CORPAdd 52.00%1,108,3520.02
≡OPLN – OPENLANE INCAdd 9.00%341,3170.02
≡SAPIENS INTL CORP N VBuy331,6000.02
≡GIL – GILDAN ACTIVEWEAR INCAdd 41.00%310,0000.02
≡GPN – GLOBAL PMTS INCAdd 13.00%266,0280.01
≡CCK – CROWN HLDGS INCAdd 39.00%28,9650.00
≡LBRDA – LIBERTY BROADBAND CORPAdd 99.00%16,8400.00
≡CFG – CITIZENS FINL GROUP INCBuy36,1000.00
≡FITB – FIFTH THIRD BANCORPBuy24,5000.00
≡CPRI – CAPRI HOLDINGS LIMITEDBuy17,6750.00
≡ABBV – ABBVIE INCBuy3,2550.00
≡MCD – MCDONALDS CORPBuy9000.00