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The Analysis of Kovitz Investment Group Partners, LLC's Holdings & P&L

Currently, Kovitz Investment Group Partners, LLC holds 471 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in DYNF (+540.2K shares, valued at $32.9M), N/A (+82.0K shares, valued at $27.6M), IBTH (+807.9K shares, valued at $18.2M); decreased their positions in MSFT (-1.2M shares, valued at $602.2M), AAPL (-2.0M shares, valued at $546.9M), N/A (-1.6M shares, valued at $501.4M); initiated new positions in VWOB (+111.5K shares, valued at $7.5M), REM (+163.4K shares, valued at $3.6M), AEE (+20.5K shares, valued at $2.0M).

1M P&L

+203.5M+5.01%

3M P&L

+252.4M+6.29%

HY P&L

+362.3M+9.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.5B

38.4%

2Semiconductors315.6M

7.9%

3Software - Infrastructure281.1M

7.1%

Top Industries by Stock Count

1N/A124 stocks

28.4%

2Software - Application20 stocks

4.6%

3Software - Infrastructure15 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR465.1K shares-41.32%2025-12-312026-02-20

AAPL APPLE INC981.4K shares-67.21%2025-12-312026-02-20

MSFT MICROSOFT CORP455.7K shares-73.21%2025-12-312026-02-20

IVV ISHARES TR290.5K shares-49.30%2025-12-312026-02-20

NVDA NVIDIA CORPORATION905.5K shares-63.20%2025-12-312026-02-20

ALPHABET INC ALPHABET INC368.9K shares-81.28%2025-12-312026-02-20

IBTG ISHARES TR4.7M shares-5.57%2025-12-312026-02-20

SPHQ INVESCO EXCHANGE TRADED FD T1.0M shares-16.23%2025-12-312026-02-20

Sponsored

JPST J P MORGAN EXCHANGE TRADED F1.3M shares-31.36%2025-12-312026-02-20

AMZN AMAZON COM INC293.3K shares-87.85%2025-12-312026-02-20

BROADCOM INC BROADCOM INC182.4K shares-85.70%2025-12-312026-02-20

META META PLATFORMS INC93.4K shares-76.61%2025-12-312026-02-20

MBB ISHARES TR646.9K shares0.36%2025-12-312026-02-20

MU MICRON TECHNOLOGY INC203.4K shares-55.79%2025-12-312026-02-20

LAM RESEARCH CORP LAM RESEARCH CORP279.9K shares-88.23%2025-12-312026-02-20

GM GENERAL MTRS CO587.4K shares45.07%2025-12-312026-02-20

Sponsored

VRTX VERTEX PHARMACEUTICALS INC98.4K shares22.07%2025-12-312026-02-20

CITIGROUP INC CITIGROUP INC378.6K shares-42.93%2025-12-312026-02-20

IBTH ISHARES TR1.9M shares71.31%2025-12-312026-02-20

UNH UNITEDHEALTH GROUP INC128.9K shares-22.42%2025-12-312026-02-20

SCHW SCHWAB CHARLES CORP413.8K shares-82.24%2025-12-312026-02-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP121.2K shares208.97%2025-12-312026-02-20

QCOM QUALCOMM INC230.6K shares-40.60%2025-12-312026-02-20

TRV TRAVELERS COMPANIES INC132.6K shares-2.00%2025-12-312026-02-20

Sponsored

BAC BANK AMERICA CORP696.1K shares-16.10%2025-12-312026-02-20

ALPHABET INC ALPHABET INC121.5K shares-88.53%2025-12-312026-02-20

TMUS T-MOBILE US INC186.2K shares-32.75%2025-12-312026-02-20

CRM SALESFORCE INC142.3K shares-80.96%2025-12-312026-02-20

NEM NEWMONT CORP347.6K shares-42.00%2025-12-312026-02-20

TSLA TESLA INC77.1K shares-50.99%2025-12-312026-02-20

DYNF BLACKROCK ETF TRUST544.1K shares13770.28%2025-12-312026-02-20

BMY BRISTOL-MYERS SQUIBB CO575.2K shares-27.72%2025-12-312026-02-20

Sponsored

WDAY WORKDAY INC143.5K shares-5.60%2025-12-312026-02-20

IEI ISHARES TR253.2K shares-45.64%2025-12-312026-02-20

CAH CARDINAL HEALTH INC136.0K shares-42.49%2025-12-312026-02-20

EQT CORP EQT CORP504.6K shares3.65%2025-12-312026-02-20

FTEC FIDELITY COVINGTON TRUST120.3K shares-15.39%2025-12-312026-02-20

JPM JPMORGAN CHASE & CO.82.0K shares-87.13%2025-12-312026-02-20

EZU ISHARES INC399.6K shares109.52%2025-12-312026-02-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND93.1K shares-79.75%2025-12-312026-02-20

Sponsored

CEG CONSTELLATION ENERGY CORP69.0K shares-57.47%2025-12-312026-02-20

INTU INTUIT36.6K shares-29.02%2025-12-312026-02-20

CBOE CBOE GLOBAL MKTS INC94.1K shares-11.82%2025-12-312026-02-20

BINC BLACKROCK ETF TRUST II431.1K shares-0.93%2025-12-312026-02-20

ARISTA NETWORKS INC ARISTA NETWORKS INC169.0K shares-79.84%2025-12-312026-02-20

DIS DISNEY WALT CO194.2K shares-44.08%2025-12-312026-02-20

BSX BOSTON SCIENTIFIC CORP230.6K shares-0.67%2025-12-312026-02-20

IEF ISHARES TR223.0K shares-82.38%2025-12-312026-02-20

Sponsored

MCK MCKESSON CORP25.4K shares-47.97%2025-12-312026-02-20

AMP AMERIPRISE FINL INC42.4K shares-12.12%2025-12-312026-02-20

HWM HOWMET AEROSPACE INC101.1K shares-11.40%2025-12-312026-02-20

HLT HILTON WORLDWIDE HLDGS INC71.3K shares-6.49%2025-12-312026-02-20

SHY ISHARES TR246.7K shares-46.52%2025-12-312026-02-20

VCIT VANGUARD SCOTTSDALE FDS243.4K shares765.68%2025-12-312026-02-20

TE CONNECTIVITY PLC TE CONNECTIVITY PLC89.5K shares-24.42%2025-12-312026-02-20

APH AMPHENOL CORP NEW144.8K shares-25.84%2025-12-312026-02-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.1K shares-88.39%2025-12-312026-02-20

ALL ALLSTATE CORP87.7K shares-27.10%2025-12-312026-02-20

AMD ADVANCED MICRO DEVICES INC84.8K shares-95.30%2025-12-312026-02-20

PLTR PALANTIR TECHNOLOGIES INC100.8K shares-40.02%2025-12-312026-02-20

ORCL ORACLE CORP91.3K shares-49.01%2025-12-312026-02-20

AMAT APPLIED MATLS INC67.3K shares-90.92%2025-12-312026-02-20

UBER UBER TECHNOLOGIES INC206.0K shares-58.29%2025-12-312026-02-20

MA MASTERCARD INCORPORATED28.8K shares-75.92%2025-12-312026-02-20

Sponsored

PH PARKER-HANNIFIN CORP18.4K shares-92.06%2025-12-312026-02-20

IEMG ISHARES INC236.5K shares-76.20%2025-12-312026-02-20

TXN TEXAS INSTRS INC91.3K shares-24.30%2025-12-312026-02-20

TIP ISHARES TR143.5K shares33.03%2025-12-312026-02-20

VCSH VANGUARD SCOTTSDALE FDS193.5K shares-43.27%2025-12-312026-02-20

EMB ISHARES TR156.9K shares-11.95%2025-12-312026-02-20

IGSB ISHARES TR281.6K shares-84.27%2025-12-312026-02-20

FNCL FIDELITY COVINGTON TRUST189.5K shares-7.72%2025-12-312026-02-20

Sponsored

CL COLGATE PALMOLIVE CO181.1K shares447.13%2025-12-312026-02-20

IJH ISHARES TR211.8K shares-64.67%2025-12-312026-02-20

PYPL PAYPAL HLDGS INC237.7K shares-48.74%2025-12-312026-02-20

EWJ ISHARES INC166.7K shares-1.86%2025-12-312026-02-20

PGR PROGRESSIVE CORP58.0K shares-43.33%2025-12-312026-02-20

SYK STRYKER CORPORATION37.4K shares-2.52%2025-12-312026-02-20

VZ VERIZON COMMUNICATIONS INC321.1K shares-55.94%2025-12-312026-02-20

AIG AMERICAN INTL GROUP INC147.7K shares-14.44%2025-12-312026-02-20

Sponsored

NUE NUCOR CORP76.1K shares-13.62%2025-12-312026-02-20

AZO AUTOZONE INC3.6K shares-54.65%2025-12-312026-02-20

NEE NEXTERA ENERGY INC153.0K shares-47.94%2025-12-312026-02-20

EWC ISHARES INC222.1K shares-37.64%2025-12-312026-02-20

TFLO ISHARES TR236.3K shares-11.16%2025-12-312026-02-20

CENCORA INC CENCORA INC34.1K shares728.48%2025-12-312026-02-20

MET METLIFE INC142.1K shares-49.21%2025-12-312026-02-20

IGOV ISHARES TR268.8K shares-38.42%2025-12-312026-02-20

Sponsored

INVESCO QQQ TR INVESCO QQQ TR17.9K shares-71.07%2025-12-312026-02-20

FIDU FIDELITY COVINGTON TRUST130.0K shares-7.70%2025-12-312026-02-20

OKE ONEOK INC NEW145.4K shares-31.02%2025-12-312026-02-20

AGG ISHARES TR106.3K shares-76.93%2025-12-312026-02-20

XOM EXXON MOBIL CORP87.8K shares-82.66%2025-12-312026-02-20

TLT ISHARES TR119.0K shares9.22%2025-12-312026-02-20

VGIT VANGUARD SCOTTSDALE FDS168.8K shares-84.03%2025-12-312026-02-20

TLH ISHARES TR98.9K shares70.20%2025-12-312026-02-20

Sponsored

EWU ISHARES TR228.6K shares-1.86%2025-12-312026-02-20

IDV ISHARES TR253.1K shares-25.67%2025-12-312026-02-20

HYG ISHARES TR123.1K shares-4.90%2025-12-312026-02-20

AXP AMERICAN EXPRESS CO26.3K shares-89.46%2025-12-312026-02-20

BKNG BOOKING HOLDINGS INC1.8K shares-67.66%2025-12-312026-02-20

FUTY FIDELITY COVINGTON TRUST170.8K shares-11.31%2025-12-312026-02-20

V VISA INC26.4K shares-95.05%2025-12-312026-02-20

CLOA BLACKROCK ETF TRUST II177.6K shares3.81%2025-12-312026-02-20

Sponsored

IGIB ISHARES TR170.4K shares-81.88%2025-12-312026-02-20

CVX CHEVRON CORP NEW60.2K shares-73.54%2025-12-312026-02-20

LLY ELI LILLY & CO8.3K shares-88.40%2025-12-312026-02-20

IWD ISHARES TR41.4K shares-95.48%2025-12-312026-02-20

FHLC FIDELITY COVINGTON TRUST113.7K shares62.16%2025-12-312026-02-20

NFLX NETFLIX INC88.7K shares84.03%2025-12-312026-02-20

FDX FEDEX CORP28.7K shares-61.87%2025-12-312026-02-20

MS MORGAN STANLEY46.4K shares-79.57%2025-12-312026-02-20

Sponsored

IJR ISHARES TR68.0K shares-91.82%2025-12-312026-02-20

STIP ISHARES TR79.5K shares51.03%2025-12-312026-02-20

GII SPDR INDEX SHS FDS115.0K shares1428.60%2025-12-312026-02-20

ADI ANALOG DEVICES INC29.3K shares-91.55%2025-12-312026-02-20

VGSH VANGUARD SCOTTSDALE FDS133.9K shares-87.48%2025-12-312026-02-20

FCOM FIDELITY COVINGTON TRUST104.8K shares17.03%2025-12-312026-02-20

VWOB VANGUARD WHITEHALL FDS111.5K sharesnew addition2025-12-312026-02-20

PANW PALO ALTO NETWORKS INC39.1K shares-28.45%2025-12-312026-02-20

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO84.6K shares7.44%2025-12-312026-02-20

UPS UNITED PARCEL SERVICE INC69.0K shares-26.11%2025-12-312026-02-20

FLRN SPDR SERIES TRUST218.9K shares-37.90%2025-12-312026-02-20

TMO THERMO FISHER SCIENTIFIC INC11.4K shares-98.41%2025-12-312026-02-20

BK BANK NEW YORK MELLON CORP57.0K shares-82.05%2025-12-312026-02-20

NOW SERVICENOW INC43.2K shares145.49%2025-12-312026-02-20

XLC SELECT SECTOR SPDR TR55.1K shares-39.76%2025-12-312026-02-20

PFE PFIZER INC256.5K shares-52.23%2025-12-312026-02-20

Sponsored

DVY ISHARES TR45.0K shares-39.50%2025-12-312026-02-20

JNJ JOHNSON & JOHNSON30.6K shares-87.55%2025-12-312026-02-20

WFC WELLS FARGO CO NEW67.4K shares-74.25%2025-12-312026-02-20

CWB SPDR SERIES TRUST70.3K shares74.60%2025-12-312026-02-20

ONON ON HLDG AG131.4K shares1.23%2025-12-312026-02-20

KR KROGER CO95.3K shares-59.10%2025-12-312026-02-20

TTC TORO CO75.3K shares-9.93%2025-12-312026-02-20

PCG PG&E CORP360.5K shares-82.72%2025-12-312026-02-20

Sponsored

IBM INTERNATIONAL BUSINESS MACHS18.8K shares-82.25%2025-12-312026-02-20

IGLB ISHARES TR108.0K shares2.67%2025-12-312026-02-20

DPZ DOMINOS PIZZA INC12.6K shares819.78%2025-12-312026-02-20

VLTO VERALTO CORP52.4K shares642.85%2025-12-312026-02-20

EATON CORP PLC EATON CORP PLC16.3K shares-74.01%2025-12-312026-02-20

APP APPLOVIN CORP7.7K shares-77.01%2025-12-312026-02-20

SHW SHERWIN WILLIAMS CO15.9K shares-22.61%2025-12-312026-02-20

FMAT FIDELITY COVINGTON TRUST96.5K shares83.41%2025-12-312026-02-20

Sponsored

AVPT AVEPOINT INC360.0K shares-10.01%2025-12-312026-02-20

BKR BAKER HUGHES COMPANY108.8K shares-15.64%2025-12-312026-02-20

ADBE ADOBE INC13.9K shares-97.65%2025-12-312026-02-20

DASH DOORDASH INC21.2K shares-18.12%2025-12-312026-02-20

SNOW SNOWFLAKE INC21.1K shares-8.37%2025-12-312026-02-20

SYY SYSCO CORP61.2K shares-32.94%2025-12-312026-02-20

MERCK & CO INC MERCK & CO INC41.9K shares-88.59%2025-12-312026-02-20

GBTC GRAYSCALE BITCOIN TRUST ETF64.2K shares177.99%2025-12-312026-02-20

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN26.9K shares-98.19%2025-12-312026-02-20

PEP PEPSICO INC30.3K shares-96.46%2025-12-312026-02-20

CROWN CASTLE INC CROWN CASTLE INC47.6K shares5.72%2025-12-312026-02-20

MO ALTRIA GROUP INC73.2K shares-23.26%2025-12-312026-02-20

FIS FIDELITY NATL INFORMATION SV61.2K shares-24.99%2025-12-312026-02-20

EL LAUDER ESTEE COS INC37.5K shares8.42%2025-12-312026-02-20

FTNT FORTINET INC49.0K shares134.51%2025-12-312026-02-20

CVS CVS HEALTH CORP48.2K shares-81.63%2025-12-312026-02-20

Sponsored

RTX RTX CORPORATION20.7K shares-97.28%2025-12-312026-02-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW32.4K shares-39.42%2025-12-312026-02-20

PCAR PACCAR INC34.6K shares-97.23%2025-12-312026-02-20

ISHG ISHARES TR49.6K shares-2.75%2025-12-312026-02-20

BIIB BIOGEN INC21.1K shares-7.91%2025-12-312026-02-20

TKO TKO GROUP HOLDINGS INC17.7K shares-0.93%2025-12-312026-02-20

REM ISHARES TR163.4K sharesnew addition2025-12-312026-02-20

PG PROCTER AND GAMBLE CO24.9K shares-86.64%2025-12-312026-02-20

Sponsored

DELL DELL TECHNOLOGIES INC28.2K shares-56.29%2025-12-312026-02-20

TSM TAIWAN SEMICONDUCTOR MFG LTD11.4K shares-74.15%2025-12-312026-02-20

EUHY ISHARES INC64.0K shares4.16%2025-12-312026-02-20

ADSK AUTODESK INC11.5K shares-71.51%2025-12-312026-02-20

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares-97.00%2025-12-312026-02-20

THE CIGNA GROUP THE CIGNA GROUP12.3K shares-37.52%2025-12-312026-02-20

MPC MARATHON PETE CORP20.5K shares-65.94%2025-12-312026-02-20

CHD CHURCH & DWIGHT CO INC39.7K shares-9.09%2025-12-312026-02-20

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL12.0K shares-92.15%2025-12-312026-02-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC22.9K shares-98.24%2025-12-312026-02-20

MINT PIMCO ETF TR32.9K shares-7.15%2025-12-312026-02-20

TTWO TAKE-TWO INTERACTIVE SOFTWAR12.8K shares371.39%2025-12-312026-02-20

COST COSTCO WHSL CORP NEW3.8K shares-91.12%2025-12-312026-02-20

FBTC FIDELITY WISE ORIGIN BITCOIN42.8K shares-0.89%2025-12-312026-02-20

XYL XYLEM INC23.9K shares-30.82%2025-12-312026-02-20

SOFI SOFI TECHNOLOGIES INC123.1K shares158.70%2025-12-312026-02-20

Sponsored

INCY INCYTE CORP32.4K shares-7.54%2025-12-312026-02-20

PM PHILIP MORRIS INTL INC19.3K shares-98.36%2025-12-312026-02-20

PODD INSULET CORP10.7K shares-27.42%2025-12-312026-02-20

ODFL OLD DOMINION FREIGHT LINE IN19.3K shares251.23%2025-12-312026-02-20

CTRA COTERRA ENERGY INC113.8K shares-16.86%2025-12-312026-02-20

BKLN INVESCO EXCH TRADED FD TR II142.1K shares4.98%2025-12-312026-02-20

ABNB AIRBNB INC21.7K shares-31.27%2025-12-312026-02-20

VTI VANGUARD INDEX FDS8.7K shares-99.02%2025-12-312026-02-20

Sponsored

FNDF SCHWAB STRATEGIC TR63.1K shares-8.34%2025-12-312026-02-20

MUB ISHARES TR26.4K shares-86.20%2025-12-312026-02-20

DRI DARDEN RESTAURANTS INC15.3K shares-73.23%2025-12-312026-02-20

IWF ISHARES TR5.9K shares-99.06%2025-12-312026-02-20

EOG EOG RES INC25.7K shares-89.19%2025-12-312026-02-20

IBMP ISHARES TR105.5K shares0.42%2025-12-312026-02-20

IBMO ISHARES TR104.4K shares0.41%2025-12-312026-02-20

FSTA FIDELITY COVINGTON TRUST53.6K shares-8.13%2025-12-312026-02-20

Sponsored

DLR DIGITAL RLTY TR INC17.0K shares-74.41%2025-12-312026-02-20

ABT ABBOTT LABS21.0K shares-98.05%2025-12-312026-02-20

CSCO CISCO SYS INC33.7K shares-94.78%2025-12-312026-02-20

STERIS PLC STERIS PLC10.2K shares-20.50%2025-12-312026-02-20

ZTS ZOETIS INC20.4K shares-84.97%2025-12-312026-02-20

BA BOEING CO11.7K shares-62.11%2025-12-312026-02-20

STZ CONSTELLATION BRANDS INC18.3K shares682.61%2025-12-312026-02-20

SHOP SHOPIFY INC15.5K shares-13.22%2025-12-312026-02-20

Sponsored

GLD SPDR GOLD TR6.2K shares-91.94%2025-12-312026-02-20

CCK CROWN HLDGS INC23.7K shares-17.74%2025-12-312026-02-20

CLOI VANECK ETF TRUST43.9K shares-2.64%2025-12-312026-02-20

HUBS HUBSPOT INC5.8K shares-92.09%2025-12-312026-02-20

ATI ATI INC20.0K shares-31.15%2025-12-312026-02-20

AIZ ASSURANT INC9.5K shares-19.55%2025-12-312026-02-20

BMRN BIOMARIN PHARMACEUTICAL INC38.3K shares-21.57%2025-12-312026-02-20

DAL DELTA AIR LINES INC DEL32.7K shares-61.84%2025-12-312026-02-20

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares-94.34%2025-12-312026-02-20

HEI HEICO CORP NEW6.9K shares-35.26%2025-12-312026-02-20

L LOEWS CORP21.1K shares-56.92%2025-12-312026-02-20

MCO MOODYS CORP4.3K shares-80.00%2025-12-312026-02-20

HD HOME DEPOT INC6.5K shares-94.35%2025-12-312026-02-20

LNC LINCOLN NATL CORP IND49.2K shares-39.79%2025-12-312026-02-20

IVW ISHARES TR17.8K shares-98.01%2025-12-312026-02-20

CTVA CORTEVA INC32.6K shares-62.35%2025-12-312026-02-20

Sponsored

EXPE EXPEDIA GROUP INC7.7K shares-63.40%2025-12-312026-02-20

CAT CATERPILLAR INC3.8K shares-94.52%2025-12-312026-02-20

CB CHUBB LIMITED6.8K shares-93.37%2025-12-312026-02-20

MMM 3M CO13.2K shares-80.62%2025-12-312026-02-20

FCX FREEPORT-MCMORAN INC41.0K shares-71.52%2025-12-312026-02-20

SF STIFEL FINL CORP16.5K shares-15.88%2025-12-312026-02-20

RITM RITHM CAPITAL CORP189.5K shares-26.25%2025-12-312026-02-20

AEE AMEREN CORP20.5K sharesnew addition2025-12-312026-02-20

Sponsored

OVV OVINTIV INC52.2K shares-16.60%2025-12-312026-02-20

OGE OGE ENERGY CORP47.9K sharesnew addition2025-12-312026-02-20

RJF RAYMOND JAMES FINL INC12.4K shares-9.25%2025-12-312026-02-20

NFG NATIONAL FUEL GAS CO24.8K sharesnew addition2025-12-312026-02-20

AIT APPLIED INDL TECHNOLOGIES IN7.7K shares-11.64%2025-12-312026-02-20

BE BLOOM ENERGY CORP22.0K sharesnew addition2025-12-312026-02-20

ABBV ABBVIE INC8.4K shares-95.74%2025-12-312026-02-20

BOX BOX INC63.5K shares-12.53%2025-12-312026-02-20

Sponsored

ZETA ZETA GLOBAL HOLDINGS CORP92.0K shares0.00%2025-12-312026-02-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.6K shares-97.52%2025-12-312026-02-20

CF CF INDS HLDGS INC23.5K shares-24.30%2025-12-312026-02-20

INTC INTEL CORP48.6K shares-90.83%2025-12-312026-02-20

SCHB SCHWAB STRATEGIC TR68.1K shares-95.19%2025-12-312026-02-20

GEHC GE HEALTHCARE TECHNOLOGIES I21.8K shares-52.34%2025-12-312026-02-20

BBW BUILD-A-BEAR WORKSHOP INC28.5K shares-5.94%2025-12-312026-02-20

VST VISTRA CORP10.8K shares-45.89%2025-12-312026-02-20

Sponsored

ROK ROCKWELL AUTOMATION INC4.4K shares-80.39%2025-12-312026-02-20

SPGI S&P GLOBAL INC3.3K shares-78.80%2025-12-312026-02-20

RY ROYAL BK CDA10.1K shares-0.35%2025-12-312026-02-20

WMT WALMART INC15.3K shares-97.19%2025-12-312026-02-20

DRAFTKINGS INC NEW DRAFTKINGS INC NEW49.5K shares-46.29%2025-12-312026-02-20

ACWX ISHARES TR24.9K shares-75.19%2025-12-312026-02-20

HSBC HSBC HLDGS PLC21.2K shares-16.51%2025-12-312026-02-20

KLAC KLA CORP1.4K shares-90.59%2025-12-312026-02-20

Sponsored

ARGX ARGENX SE1.9K shares-6.35%2025-12-312026-02-20

UBS UBS GROUP AG35.4K shares-26.43%2025-12-312026-02-20

TJX TJX COS INC NEW10.6K shares-95.03%2025-12-312026-02-20

NDAQ NASDAQ INC16.8K shares-36.75%2025-12-312026-02-20

OEF ISHARES TR4.7K shares-98.68%2025-12-312026-02-20

HEI.A HEICO CORP NEW6.3K shares-4.82%2025-12-312026-02-20

LMT LOCKHEED MARTIN CORP3.3K shares-93.51%2025-12-312026-02-20

NVR NVR INC211 shares-80.06%2025-12-312026-02-20

Sponsored

ZS ZSCALER INC6.8K shares617.99%2025-12-312026-02-20

SHEL SHELL PLC20.6K shares34.22%2025-12-312026-02-20

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW114.6K shares1.01%2025-12-312026-02-20

MTDR MATADOR RES CO35.6K shares-30.20%2025-12-312026-02-20

IWM ISHARES TR6.1K shares-97.00%2025-12-312026-02-20

ITOT ISHARES TR10.1K shares-97.02%2025-12-312026-02-20

FREL FIDELITY COVINGTON TRUST55.5K shares-56.39%2025-12-312026-02-20

SLB SLB LIMITED38.8K shares-35.90%2025-12-312026-02-20

Sponsored

MCD MCDONALDS CORP4.9K shares-90.56%2025-12-312026-02-20

F FORD MTR CO113.1K shares-43.36%2025-12-312026-02-20

EFX EQUIFAX INC6.7K shares-32.30%2025-12-312026-02-20

NVS NOVARTIS AG10.5K shares-93.50%2025-12-312026-02-20

COF CAPITAL ONE FINL CORP5.8K shares-95.46%2025-12-312026-02-20

VIPS VIPSHOP HLDGS LTD79.1K shares4.95%2025-12-312026-02-20

ADP AUTOMATIC DATA PROCESSING IN5.4K shares-87.33%2025-12-312026-02-20

HIG HARTFORD INSURANCE GROUP INC10.0K shares-59.78%2025-12-312026-02-20

Sponsored

IWB ISHARES TR3.6K shares-97.97%2025-12-312026-02-20

PNC PNC FINL SVCS GROUP INC6.4K shares-98.53%2025-12-312026-02-20

KGC KINROSS GOLD CORP47.2K sharesnew addition2025-12-312026-02-20

AON PLC AON PLC3.7K shares-98.96%2025-12-312026-02-20

NOC NORTHROP GRUMMAN CORP2.3K shares-78.15%2025-12-312026-02-20

EW EDWARDS LIFESCIENCES CORP15.0K shares-54.14%2025-12-312026-02-20

EMR EMERSON ELEC CO9.6K shares-83.57%2025-12-312026-02-20

GE AEROSPACE GE AEROSPACE4.1K shares-95.10%2025-12-312026-02-20

Sponsored

DHR DANAHER CORPORATION5.5K shares-98.55%2025-12-312026-02-20

CTAS CINTAS CORP6.7K shares-58.58%2025-12-312026-02-20

EFA ISHARES TR12.8K shares-98.03%2025-12-312026-02-20

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC41.7K shares-13.03%2025-12-312026-02-20

AXON AXON ENTERPRISE INC2.1K shares-32.08%2025-12-312026-02-20

MFC MANULIFE FINL CORP33.1K shares-54.16%2025-12-312026-02-20

ATLASSIAN CORPORATION ATLASSIAN CORPORATION7.3K shares4.55%2025-12-312026-02-20

RMBS RAMBUS INC DEL12.8K shares-18.63%2025-12-312026-02-20

Sponsored

WRB BERKLEY W R CORP16.7K shares-38.71%2025-12-312026-02-20

GVIP GOLDMAN SACHS ETF TR7.5K shares0.33%2025-12-312026-02-20

HDB HDFC BANK LTD31.5K shares2.96%2025-12-312026-02-20

T AT&T INC46.0K shares-93.22%2025-12-312026-02-20

EQIX EQUINIX INC1.5K shares-43.19%2025-12-312026-02-20

AMGN AMGEN INC3.4K shares-96.45%2025-12-312026-02-20

AJG GALLAGHER ARTHUR J & CO4.4K shares-99.02%2025-12-312026-02-20

MAR MARRIOTT INTL INC NEW3.6K shares-55.67%2025-12-312026-02-20

Sponsored

DE DEERE & CO2.4K shares-98.49%2025-12-312026-02-20

CINF CINCINNATI FINL CORP6.8K shares-3.69%2025-12-312026-02-20

ORLY OREILLY AUTOMOTIVE INC12.0K shares-82.87%2025-12-312026-02-20

ISRG INTUITIVE SURGICAL INC1.9K shares-88.18%2025-12-312026-02-20

KEYS KEYSIGHT TECHNOLOGIES INC5.4K shares-99.68%2025-12-312026-02-20

KT KT CORP57.1K shares0.67%2025-12-312026-02-20

TQQQ PROSHARES TR20.5K shares67.11%2025-12-312026-02-20

ALGN ALIGN TECHNOLOGY INC6.9K shares37.06%2025-12-312026-02-20

Sponsored

IEFA ISHARES TR12.0K shares-98.45%2025-12-312026-02-20

CDNS CADENCE DESIGN SYSTEM INC3.4K shares-55.84%2025-12-312026-02-20

AER AERCAP HOLDINGS NV7.3K shares-95.30%2025-12-312026-02-20

IYY ISHARES TR6.3K shares-55.40%2025-12-312026-02-20

TOST TOAST INC29.0K shares-8.22%2025-12-312026-02-20

PRCT PROCEPT BIOROBOTICS CORP32.5K shares-0.12%2025-12-312026-02-20

STLD STEEL DYNAMICS INC6.0K shares-59.49%2025-12-312026-02-20

FXI ISHARES TR26.5K shares-1.01%2025-12-312026-02-20

Sponsored

PDD PDD HOLDINGS INC8.8K sharesnew addition2025-12-312026-02-20

CSL CARLISLE COS INC3.1K shares-96.85%2025-12-312026-02-20

CMI CUMMINS INC2.0K shares-97.80%2025-12-312026-02-20

BLACKSTONE INC BLACKSTONE INC6.3K shares-99.32%2025-12-312026-02-20

LHX L3HARRIS TECHNOLOGIES INC3.2K shares-85.95%2025-12-312026-02-20

OBK ORIGIN BANCORP INC25.2K shares0.00%2025-12-312026-02-20

UNP UNION PAC CORP4.1K shares-94.47%2025-12-312026-02-20

TOL TOLL BROTHERS INC6.9K shares-12.13%2025-12-312026-02-20

Sponsored

CBSH COMMERCE BANCSHARES INC17.9K shares-1.14%2025-12-312026-02-20

EBAY EBAY INC.10.7K shares-51.45%2025-12-312026-02-20

CLF CLEVELAND-CLIFFS INC NEW70.0K shares-53.31%2025-12-312026-02-20

MSI MOTOROLA SOLUTIONS INC2.4K shares-79.83%2025-12-312026-02-20

SPYV SPDR SERIES TRUST16.0K shares-85.02%2025-12-312026-02-20

CRWD CROWDSTRIKE HLDGS INC1.9K shares-76.54%2025-12-312026-02-20

COP CONOCOPHILLIPS9.3K shares-93.35%2025-12-312026-02-20

MMC MARSH & MCLENNAN COS INC4.6K shares-94.10%2025-12-312026-02-20

Sponsored

SBUX STARBUCKS CORP10.1K shares-81.84%2025-12-312026-02-20

CARR CARRIER GLOBAL CORPORATION15.9K shares-58.75%2025-12-312026-02-20

KO COCA COLA CO12.0K shares-89.15%2025-12-312026-02-20

MELI MERCADOLIBRE INC415 shares-79.72%2025-12-312026-02-20

ENSG ENSIGN GROUP INC4.8K shares-7.71%2025-12-312026-02-20

GIB CGI INC9.0K shares-6.56%2025-12-312026-02-20

EWS ISHARES INC29.8K shares-61.84%2025-12-312026-02-20

NVDL GRANITESHARES ETF TR9.1K shares-71.65%2025-12-312026-02-20

Sponsored

COHERENT CORP COHERENT CORP4.3K shares-96.00%2025-12-312026-02-20

HOOD ROBINHOOD MKTS INC7.0K shares-76.54%2025-12-312026-02-20

DRTS ALPHA TAU MEDICAL LTD157.9K shares-22.33%2025-12-312026-02-20

ALNY ALNYLAM PHARMACEUTICALS INC2.0K shares-25.01%2025-12-312026-02-20

TYL TYLER TECHNOLOGIES INC1.6K shares-26.98%2025-12-312026-02-20

STEX STREAMEX CORP237.9K sharesnew addition2025-12-312026-02-20

IVE ISHARES TR3.4K shares-99.53%2025-12-312026-02-20

ET ENERGY TRANSFER L P43.4K shares-57.47%2025-12-312026-02-20

Sponsored

CSX CSX CORP19.6K shares-87.88%2025-12-312026-02-20

XLK SELECT SECTOR SPDR TR4.9K shares-86.54%2025-12-312026-02-20

TECL DIREXION SHS ETF TR6.0K shares154.92%2025-12-312026-02-20

VLUE ISHARES TR5.1K shares-91.23%2025-12-312026-02-20

FICO FAIR ISAAC CORP415 shares-33.28%2025-12-312026-02-20

EWG ISHARES INC16.5K shares-62.82%2025-12-312026-02-20

AMT AMERICAN TOWER CORP NEW4.0K shares-95.52%2025-12-312026-02-20

PPG PPG INDS INC6.6K shares-87.88%2025-12-312026-02-20

Sponsored

SOXL DIREXION SHS ETF TR16.0K shares171.39%2025-12-312026-02-20

ED CONSOLIDATED EDISON INC6.8K shares-43.49%2025-12-312026-02-20

QUAL ISHARES TR3.4K shares-99.04%2025-12-312026-02-20

EWQ ISHARES INC14.8K shares8.45%2025-12-312026-02-20

GS GOLDMAN SACHS GROUP INC751 shares-98.98%2025-12-312026-02-20

ASML ASML HOLDING N V613 shares-85.64%2025-12-312026-02-20

MSTR STRATEGY INC4.3K shares-19.31%2025-12-312026-02-20

EXEL EXELIXIS INC14.9K shares-23.58%2025-12-312026-02-20

Sponsored

GILD GILEAD SCIENCES INC5.3K shares-95.57%2025-12-312026-02-20

GEV GE VERNOVA INC983 shares-88.63%2025-12-312026-02-20

EWL ISHARES INC10.6K shares6.04%2025-12-312026-02-20

DIA SPDR DOW JONES INDL AVERAGE1.3K shares-89.04%2025-12-312026-02-20

EWY ISHARES INC6.3K shares8.81%2025-12-312026-02-20

AEP AMERICAN ELEC PWR CO INC5.3K shares-66.93%2025-12-312026-02-20

AAON AAON INC7.9K shares-38.43%2025-12-312026-02-20

BABA ALIBABA GROUP HLDG LTD4.1K shares-27.88%2025-12-312026-02-20

Sponsored

VUG VANGUARD INDEX FDS1.2K shares-99.12%2025-12-312026-02-20

ES EVERSOURCE ENERGY8.8K shares-63.11%2025-12-312026-02-20

PRU PRUDENTIAL FINL INC5.3K shares-95.12%2025-12-312026-02-20

REGN REGENERON PHARMACEUTICALS762 shares-42.10%2025-12-312026-02-20

DOCN DIGITALOCEAN HLDGS INC12.0K shares-9.24%2025-12-312026-02-20

PAVE GLOBAL X FDS11.8K shares-35.58%2025-12-312026-02-20

VGT VANGUARD WORLD FD700 shares-97.82%2025-12-312026-02-20

GXO GXO LOGISTICS INCORPORATED9.9K shares-99.72%2025-12-312026-02-20

Sponsored

NTRA NATERA INC2.3K shares45.95%2025-12-312026-02-20

BBY BEST BUY INC7.7K shares-76.48%2025-12-312026-02-20

ETHE GRAYSCALE ETHEREUM TRUST ETF20.9K shares-3.66%2025-12-312026-02-20

IFF INTERNATIONAL FLAVORS&FRAGRA7.5K shares-29.24%2025-12-312026-02-20

NTRS NORTHERN TR CORP3.6K shares-74.92%2025-12-312026-02-20

ENPH ENPHASE ENERGY INC15.2K shares-18.22%2025-12-312026-02-20

RVTY REVVITY INC5.0K shares-32.06%2025-12-312026-02-20

ISHARES GOLD TR ISHARES GOLD TR5.9K shares-99.05%2025-12-312026-02-20

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR795 shares-95.95%2025-12-312026-02-20

EWT ISHARES INC7.5K shares9.83%2025-12-312026-02-20

DEO DIAGEO PLC5.5K shares-61.89%2025-12-312026-02-20

EWP ISHARES INC8.8K sharesnew addition2025-12-312026-02-20

FI FISERV INC7.0K shares-99.50%2025-12-312026-02-20

OKTA OKTA INC5.4K shares-34.86%2025-12-312026-02-20

TER TERADYNE INC2.4K shares-60.57%2025-12-312026-02-20

ICSH ISHARES TR8.9K shares14.06%2025-12-312026-02-20

Sponsored

CLX CLOROX CO DEL4.4K shares-54.10%2025-12-312026-02-20

SHV ISHARES TR4.0K shares25.74%2025-12-312026-02-20

D DOMINION ENERGY INC7.6K shares-68.01%2025-12-312026-02-20

DTE DTE ENERGY CO3.4K shares-75.90%2025-12-312026-02-20

THC TENET HEALTHCARE CORP2.2K shares-45.56%2025-12-312026-02-20

YUM YUM BRANDS INC2.9K shares-93.37%2025-12-312026-02-20

EPD ENTERPRISE PRODS PARTNERS L13.4K shares-86.40%2025-12-312026-02-20

MEDTRONIC PLC MEDTRONIC PLC4.4K shares-94.43%2025-12-312026-02-20

Sponsored

FOX FOX CORP6.4K shares-20.78%2025-12-312026-02-20

DGRO ISHARES TR5.9K shares-82.88%2025-12-312026-02-20

CYBR CYBERARK SOFTWARE LTD909 shares-24.06%2025-12-312026-02-20

DLN WISDOMTREE TR4.6K shares-75.71%2025-12-312026-02-20

FIX COMFORT SYS USA INC421 shares-97.49%2025-12-312026-02-20

IBIT ISHARES BITCOIN TRUST ETF7.9K shares-77.38%2025-12-312026-02-20

AUR AURORA INNOVATION INC100.0K shares185.51%2025-12-312026-02-20

SSNC SS&C TECHNOLOGIES HLDGS INC4.4K shares-86.60%2025-12-312026-02-20

Sponsored

LOW LOWES COS INC1.6K shares-99.79%2025-12-312026-02-20

VTV VANGUARD INDEX FDS2.0K shares-99.82%2025-12-312026-02-20

ON ON SEMICONDUCTOR CORP6.9K shares-59.82%2025-12-312026-02-20

CSGP COSTAR GROUP INC5.5K shares-43.13%2025-12-312026-02-20

LITE LUMENTUM HLDGS INC990 shares-98.03%2025-12-312026-02-20

BP BP PLC10.5K shares-83.10%2025-12-312026-02-20

EXLS EXLSERVICE HOLDINGS INC8.6K shares-12.79%2025-12-312026-02-20

VEEV VEEVA SYS INC1.6K shares0.94%2025-12-312026-02-20

Sponsored

BIDU BAIDU INC2.6K shares-3.31%2025-12-312026-02-20

VEA VANGUARD TAX-MANAGED FDS5.4K shares-99.74%2025-12-312026-02-20

SPYM SPDR SERIES TRUST4.2K shares-98.54%2025-12-312026-02-20

SCHD SCHWAB STRATEGIC TR12.1K shares-91.48%2025-12-312026-02-20

NRG NRG ENERGY INC2.1K shares-96.55%2025-12-312026-02-20

AL AIR LEASE CORP5.1K shares-84.76%2025-12-312026-02-20

AGYS AGILYSYS INC2.8K shares-35.53%2025-12-312026-02-20

LUMN LUMEN TECHNOLOGIES INC41.3K shares60.32%2025-12-312026-02-20

Sponsored

MDLZ MONDELEZ INTL INC5.7K shares-94.99%2025-12-312026-02-20

WM WASTE MGMT INC DEL1.4K shares-98.15%2025-12-312026-02-20

BLACKROCK INC BLACKROCK INC284 shares-98.65%2025-12-312026-02-20

BIL SPDR SERIES TRUST3.3K shares-99.09%2025-12-312026-02-20

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.4K shares-42.81%2025-12-312026-02-20

SO SOUTHERN CO3.3K shares-96.22%2025-12-312026-02-20

TTD THE TRADE DESK INC7.5K shares-62.86%2025-12-312026-02-20

AZN ASTRAZENECA PLC3.0K shares-91.62%2025-12-312026-02-20

Sponsored

ROKU ROKU INC2.6K shares-29.54%2025-12-312026-02-20

IMTM ISHARES TR5.8K shares0.00%2025-12-312026-02-20

SOLV SOLVENTUM CORP3.5K shares-41.88%2025-12-312026-02-20

SLV ISHARES SILVER TR4.3K shares-99.36%2025-12-312026-02-20

VHT VANGUARD WORLD FD927 shares-82.68%2025-12-312026-02-20

GDXJ VANECK ETF TRUST2.3K shares-60.58%2025-12-312026-02-20

URBN URBAN OUTFITTERS INC3.5K shares-27.28%2025-12-312026-02-20

MGM MGM RESORTS INTERNATIONAL7.1K shares-97.12%2025-12-312026-02-20

Sponsored

CMCSA COMCAST CORP NEW8.6K shares-99.02%2025-12-312026-02-20

ARCC ARES CAPITAL CORP12.2K shares-97.39%2025-12-312026-02-20

USMV ISHARES TR2.6K shares-97.77%2025-12-312026-02-20

SIL GLOBAL X FDS2.9K sharesnew addition2025-12-312026-02-20

ROP ROPER TECHNOLOGIES INC532 shares-88.53%2025-12-312026-02-20

DOW DOW INC10.0K shares-25.07%2025-12-312026-02-20

APD AIR PRODS & CHEMS INC910 shares-98.38%2025-12-312026-02-20

CRUS CIRRUS LOGIC INC1.9K shares-78.89%2025-12-312026-02-20

Sponsored

HSY HERSHEY CO1.2K shares-97.92%2025-12-312026-02-20

KMI KINDER MORGAN INC DEL8.0K shares-97.79%2025-12-312026-02-20

IYW ISHARES TR1.1K shares-99.60%2025-12-312026-02-20

EA ELECTRONIC ARTS INC1.0K shares-96.33%2025-12-312026-02-20

SWKS SKYWORKS SOLUTIONS INC3.3K shares-89.33%2025-12-312026-02-20

ETR ENTERGY CORP NEW2.3K shares-82.68%2025-12-312026-02-20

PATH UIPATH INC12.6K shares-12.53%2025-12-312026-02-20

OGS ONE GAS INC2.7K shares-9.01%2025-12-312026-02-20

Sponsored

MTUM ISHARES TR823 shares-65.94%2025-12-312026-02-20

SKY CHAMPION HOMES INC2.4K shares-55.71%2025-12-312026-02-20

PSX PHILLIPS 661.6K shares-97.32%2025-12-312026-02-20

NKE NIKE INC3.2K shares-95.76%2025-12-312026-02-20

MARA MARA HOLDINGS INC16.1K shares-21.19%2025-12-312026-02-20

DPG DUFF & PHELPS UTLITY AND INF10.0K shares0.00%2025-12-312026-02-20

NPWR NET POWER INC26.4K shares-31.48%2025-12-312026-02-20

SPY

SPDR S&P 500 ETF TR

-41.32%

Shares465.1K

Event2025-12-31

Filed2026-02-20

AAPL

APPLE INC

-67.21%

Shares981.4K

Event2025-12-31

Filed2026-02-20

MSFT

MICROSOFT CORP

-73.21%

Shares455.7K

Event2025-12-31

Filed2026-02-20

IVV

ISHARES TR

-49.30%

Shares290.5K

Event2025-12-31

Filed2026-02-20

NVDA

NVIDIA CORPORATION

-63.20%

Shares905.5K

Event2025-12-31

Filed2026-02-20

ALPHABET INC

-81.28%

Shares368.9K

Event2025-12-31

Filed2026-02-20

IBTG

ISHARES TR

-5.57%

Shares4.7M

Event2025-12-31

Filed2026-02-20

SPHQ

INVESCO EXCHANGE TRADED FD T

-16.23%

Shares1.0M

Event2025-12-31

Filed2026-02-20

JPST

J P MORGAN EXCHANGE TRADED F

-31.36%

Shares1.3M

Event2025-12-31

Filed2026-02-20

AMZN

AMAZON COM INC

-87.85%

Shares293.3K

Event2025-12-31

Filed2026-02-20

BROADCOM INC

-85.70%

Shares182.4K

Event2025-12-31

Filed2026-02-20