The Analysis of Curi Capital, LLC's Holdings

Currently, Curi Capital, LLC holds 866 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in N/A (+52.8K shares, valued at $18.3M), N/A (+119.8K shares, valued at $14.9M), IUSG (+80.0K shares, valued at $13.4M); decreased their positions in CMCSA (-474.2K shares, valued at $14.2M), N/A (-40.5K shares, valued at $12.7M), TGT (-90.1K shares, valued at $8.8M); initiated new positions in N/A (+119.8K shares, valued at $14.9M), N/A (+356.7K shares, valued at $8.8M), XBI (+47.7K shares, valued at $5.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP521.6K shares-0.38%2025-12-312026-02-17

AAPL APPLE INC629.8K shares-0.02%2025-12-312026-02-17

NVDA NVIDIA CORPORATION754.5K shares3.02%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.411.2K shares-0.32%2025-12-312026-02-17

AMZN AMAZON COM INC552.0K shares-1.36%2025-12-312026-02-17

ALPHABET INC ALPHABET INC403.1K shares-0.06%2025-12-312026-02-17

SCHX SCHWAB STRATEGIC TR3.6M shares-1.11%2025-12-312026-02-17

IVV ISHARES TR134.9K shares5.01%2025-12-312026-02-17

Sponsored

V VISA INC255.4K shares-2.33%2025-12-312026-02-17

ALPHABET INC ALPHABET INC274.6K shares-12.86%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TR115.1K shares-1.30%2025-12-312026-02-17

LLY ELI LILLY & CO60.1K shares1.53%2025-12-312026-02-17

DHR DANAHER CORPORATION281.6K shares16.18%2025-12-312026-02-17

IEFA ISHARES TR718.6K shares24.72%2025-12-312026-02-17

AME AMETEK INC292.4K shares-0.80%2025-12-312026-02-17

BROADCOM INC BROADCOM INC167.4K shares46.06%2025-12-312026-02-17

Sponsored

TJX TJX COS INC NEW355.9K shares-2.60%2025-12-312026-02-17

WHR WHIRLPOOL CORP721.7K shares0.34%2025-12-312026-02-17

TYL TYLER TECHNOLOGIES INC112.1K shares-6.91%2025-12-312026-02-17

BKNG BOOKING HOLDINGS INC9.4K shares-1.13%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL97.4K shares5.15%2025-12-312026-02-17

SNPS SYNOPSYS INC102.6K shares-4.55%2025-12-312026-02-17

IEI ISHARES TR399.7K shares-2.51%2025-12-312026-02-17

MERCK & CO INC MERCK & CO INC443.2K shares13.52%2025-12-312026-02-17

Sponsored

CRM SALESFORCE INC174.2K shares3.05%2025-12-312026-02-17

GLD SPDR GOLD TR114.0K shares1.70%2025-12-312026-02-17

META META PLATFORMS INC65.7K shares3.53%2025-12-312026-02-17

RTX RTX CORPORATION221.8K shares-3.45%2025-12-312026-02-17

PANW PALO ALTO NETWORKS INC217.1K shares-1.56%2025-12-312026-02-17

FICO FAIR ISAAC CORP23.4K shares-7.09%2025-12-312026-02-17

NDSN NORDSON CORP156.3K shares-2.57%2025-12-312026-02-17

IUSG ISHARES TR215.8K shares58.94%2025-12-312026-02-17

Sponsored

SHY ISHARES TR430.4K shares-5.83%2025-12-312026-02-17

EFA ISHARES TR368.6K shares9.06%2025-12-312026-02-17

ADI ANALOG DEVICES INC128.3K shares0.31%2025-12-312026-02-17

BLACKROCK INC BLACKROCK INC31.4K shares4.50%2025-12-312026-02-17

PM PHILIP MORRIS INTL INC202.6K shares4.72%2025-12-312026-02-17

MPWR MONOLITHIC PWR SYS INC35.5K shares-8.32%2025-12-312026-02-17

IUSV ISHARES TR310.8K shares67.92%2025-12-312026-02-17

IBM INTERNATIONAL BUSINESS MACHS105.8K shares0.24%2025-12-312026-02-17

Sponsored

CW CURTISS WRIGHT CORP55.3K shares-11.01%2025-12-312026-02-17

SPGI S&P GLOBAL INC56.5K shares-7.26%2025-12-312026-02-17

SCHF SCHWAB STRATEGIC TR1.2M shares2.01%2025-12-312026-02-17

CRWD CROWDSTRIKE HLDGS INC62.1K shares2.17%2025-12-312026-02-17

EMXC ISHARES INC394.8K shares-2.38%2025-12-312026-02-17

SYK STRYKER CORPORATION80.2K shares-1.87%2025-12-312026-02-17

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW278.5K shares1.89%2025-12-312026-02-17

IDXX IDEXX LABS INC39.6K shares9.29%2025-12-312026-02-17

Sponsored

IJR ISHARES TR221.7K shares11.11%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON128.2K shares-4.36%2025-12-312026-02-17

LUMN LUMEN TECHNOLOGIES INC3.4M shares0.00%2025-12-312026-02-17

JMTG J P MORGAN EXCHANGE TRADED F504.9K shares2.83%2025-12-312026-02-17

SCHM SCHWAB STRATEGIC TR859.2K shares-1.35%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC43.1K shares49.32%2025-12-312026-02-17

HUBBELL INC HUBBELL INC56.1K shares16.57%2025-12-312026-02-17

EOG EOG RES INC234.6K shares-4.87%2025-12-312026-02-17

Sponsored

EXP EAGLE MATLS INC119.0K shares-1.97%2025-12-312026-02-17

EGP EASTGROUP PPTYS INC134.6K shares-3.63%2025-12-312026-02-17

MDY SPDR S&P MIDCAP 400 ETF TR37.8K shares0.10%2025-12-312026-02-17

WSO WATSCO INC67.0K shares-2.01%2025-12-312026-02-17

RBC RBC BEARINGS INC49.8K shares-3.41%2025-12-312026-02-17

PGR PROGRESSIVE CORP96.4K shares-8.35%2025-12-312026-02-17

MS MORGAN STANLEY120.6K shares-7.10%2025-12-312026-02-17

KMI KINDER MORGAN INC DEL775.4K shares3.19%2025-12-312026-02-17

Sponsored

AIT APPLIED INDL TECHNOLOGIES IN82.3K shares-2.02%2025-12-312026-02-17

IEMG ISHARES INC304.0K shares43.98%2025-12-312026-02-17

IP INTERNATIONAL PAPER CO515.5K shares18.81%2025-12-312026-02-17

MA MASTERCARD INCORPORATED35.3K shares-5.18%2025-12-312026-02-17

KRE SPDR SERIES TRUST311.1K shares-1.15%2025-12-312026-02-17

HBAN HUNTINGTON BANCSHARES INC1.2M shares78.53%2025-12-312026-02-17

WST WEST PHARMACEUTICAL SVSC INC72.5K shares-2.63%2025-12-312026-02-17

SCHD SCHWAB STRATEGIC TR724.6K shares-4.79%2025-12-312026-02-17

Sponsored

MTB M & T BK CORP98.1K shares-3.23%2025-12-312026-02-17

CRS CARPENTER TECHNOLOGY CORP62.4K shares-13.29%2025-12-312026-02-17

RGEN REPLIGEN CORP117.9K shares-3.58%2025-12-312026-02-17

IFRA ISHARES TR364.5K shares-1.07%2025-12-312026-02-17

VIG VANGUARD SPECIALIZED FUNDS86.7K shares-2.27%2025-12-312026-02-17

ABBV ABBVIE INC83.3K shares-1.14%2025-12-312026-02-17

IJH ISHARES TR288.5K shares4.86%2025-12-312026-02-17

SYBT STOCK YDS BANCORP INC291.8K shares-2.11%2025-12-312026-02-17

Sponsored

IEX IDEX CORP102.1K shares4.57%2025-12-312026-02-17

AFG AMERICAN FINL GROUP INC OHIO127.9K shares-2.43%2025-12-312026-02-17

VGT VANGUARD WORLD FD23.2K shares-10.32%2025-12-312026-02-17

RRC RANGE RES CORP492.8K shares-4.55%2025-12-312026-02-17

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA550.4K shares-2.22%2025-12-312026-02-17

DGRW WISDOMTREE TR192.7K shares-2.99%2025-12-312026-02-17

NET CLOUDFLARE INC87.4K shares-3.03%2025-12-312026-02-17

TCBK TRICO BANCSHARES349.7K shares-2.75%2025-12-312026-02-17

Sponsored

KAI KADANT INC57.9K shares-2.26%2025-12-312026-02-17

IWF ISHARES TR34.6K shares-1.74%2025-12-312026-02-17

MDB MONGODB INC38.9K shares0.92%2025-12-312026-02-17

ABL ABACUS GLOBAL MGMT INC1.9M shares6.43%2025-12-312026-02-17

EQBK EQUITY BANCSHARES INC353.2K shares0.00%2025-12-312026-02-17

ABT ABBOTT LABS125.3K shares-0.34%2025-12-312026-02-17

AMAT APPLIED MATLS INC61.0K shares-4.36%2025-12-312026-02-17

IWP ISHARES TR113.0K shares-0.04%2025-12-312026-02-17

Sponsored

WTFC WINTRUST FINL CORP108.9K shares-1.35%2025-12-312026-02-17

CRH PLC CRH PLC119.8K sharesnew addition2025-12-312026-02-17

WRB BERKLEY W R CORP212.3K shares0.02%2025-12-312026-02-17

TSLA TESLA INC33.0K shares88.26%2025-12-312026-02-17

BJ BJS WHSL CLUB HLDGS INC163.6K shares-3.00%2025-12-312026-02-17

RPM RPM INTL INC137.0K shares3.22%2025-12-312026-02-17

FRST PRIMIS FINANCIAL CORP1.0M shares0.13%2025-12-312026-02-17

SCHW SCHWAB CHARLES CORP138.6K shares-19.06%2025-12-312026-02-17

Sponsored

CVX CHEVRON CORP NEW89.5K shares-2.31%2025-12-312026-02-17

MMSI MERIT MED SYS INC153.7K shares-3.72%2025-12-312026-02-17

SF STIFEL FINL CORP108.0K shares-2.06%2025-12-312026-02-17

NOC NORTHROP GRUMMAN CORP23.7K shares-0.81%2025-12-312026-02-17

VC VISTEON CORP140.6K shares-2.27%2025-12-312026-02-17

EQIX EQUINIX INC17.3K shares-15.01%2025-12-312026-02-17

IWB ISHARES TR34.9K shares0.18%2025-12-312026-02-17

HD HOME DEPOT INC37.6K shares-1.76%2025-12-312026-02-17

Sponsored

ATR APTARGROUP INC104.9K shares-5.66%2025-12-312026-02-17

DDOG DATADOG INC92.3K shares-3.38%2025-12-312026-02-17

PCH POTLATCHDELTIC CORPORATION314.9K shares-4.10%2025-12-312026-02-17

COOPER COS INC COOPER COS INC152.7K shares-24.39%2025-12-312026-02-17

CB CHUBB LIMITED40.0K shares6.30%2025-12-312026-02-17

VZ VERIZON COMMUNICATIONS INC303.2K shares-2.69%2025-12-312026-02-17

WFC WELLS FARGO CO NEW131.2K shares8.44%2025-12-312026-02-17

SMMD ISHARES TR162.2K shares62.29%2025-12-312026-02-17

Sponsored

IHDG WISDOMTREE TR248.2K shares-0.56%2025-12-312026-02-17

BWXT BWX TECHNOLOGIES INC69.3K shares-4.37%2025-12-312026-02-17

VEU VANGUARD INTL EQUITY INDEX F162.6K shares1.42%2025-12-312026-02-17

VBNK VERSABANK NEW783.5K shares-2.07%2025-12-312026-02-17

EXAS EXACT SCIENCES CORP111.0K shares306.46%2025-12-312026-02-17

SNOW SNOWFLAKE INC50.6K shares6.24%2025-12-312026-02-17

DON WISDOMTREE TR213.3K shares-4.35%2025-12-312026-02-17

ITW ILLINOIS TOOL WKS INC44.2K shares-6.91%2025-12-312026-02-17

Sponsored

VTI VANGUARD INDEX FDS32.7K shares7.48%2025-12-312026-02-17

FHN FIRST HORIZON CORPORATION455.2K shares0.70%2025-12-312026-02-17

PSTG PURE STORAGE INC161.7K shares6.36%2025-12-312026-02-17

POOL POOL CORP47.3K shares-4.70%2025-12-312026-02-17

GILD GILEAD SCIENCES INC87.3K shares-0.99%2025-12-312026-02-17

CPK CHESAPEAKE UTILS CORP85.0K shares-17.23%2025-12-312026-02-17

TXRH TEXAS ROADHOUSE INC62.6K shares-5.30%2025-12-312026-02-17

BLFS BIOLIFE SOLUTIONS INC423.5K shares-1.99%2025-12-312026-02-17

Sponsored

QTWO Q2 HLDGS INC141.5K shares38.08%2025-12-312026-02-17

MMC MARSH & MCLENNAN COS INC54.8K shares-7.28%2025-12-312026-02-17

CSCO CISCO SYS INC131.9K shares2.04%2025-12-312026-02-17

MCHB MECHANICS BANCORP689.6K shares-26.39%2025-12-312026-02-17

CWAN CLEARWATER ANALYTICS HLDGS I414.3K shares21.86%2025-12-312026-02-17

AZN ASTRAZENECA PLC108.6K shares35.83%2025-12-312026-02-17

ING ING GROEP N.V.355.8K shares36.09%2025-12-312026-02-17

PEP PEPSICO INC68.6K shares-8.52%2025-12-312026-02-17

Sponsored

USFD US FOODS HLDG CORP130.9K shares-0.57%2025-12-312026-02-17

ENSG ENSIGN GROUP INC56.5K shares57.78%2025-12-312026-02-17

RGLD ROYAL GOLD INC44.1K shares-3.14%2025-12-312026-02-17

RNST RENASANT CORP277.1K shares7.78%2025-12-312026-02-17

CASY CASEYS GEN STORES INC17.6K shares-4.01%2025-12-312026-02-17

VO VANGUARD INDEX FDS33.2K shares0.36%2025-12-312026-02-17

TOTL SSGA ACTIVE ETF TR233.5K shares-4.71%2025-12-312026-02-17

SHEL SHELL PLC126.9K shares33.98%2025-12-312026-02-17

Sponsored

ASML ASML HOLDING N V8.7K shares15.95%2025-12-312026-02-17

CME CME GROUP INC33.7K shares-11.84%2025-12-312026-02-17

NVS NOVARTIS AG66.3K shares54.76%2025-12-312026-02-17

TGT TARGET CORP93.4K shares-49.10%2025-12-312026-02-17

CMCSA COMCAST CORP NEW305.2K shares-60.84%2025-12-312026-02-17

LOW LOWES COS INC37.7K shares-8.74%2025-12-312026-02-17

BP BP PLC260.8K shares0.09%2025-12-312026-02-17

VUG VANGUARD INDEX FDS18.4K shares-1.79%2025-12-312026-02-17

Sponsored

IBP INSTALLED BLDG PRODS INC34.4K shares-1.60%2025-12-312026-02-17

CLOI VANECK ETF TRUST168.8K shares4.55%2025-12-312026-02-17

SCZ ISHARES TR114.9K shares35.77%2025-12-312026-02-17

RLY SSGA ACTIVE ETF TR282.3K shares3.73%2025-12-312026-02-17

COMMERCIAL BANCGROUP INC COMMERCIAL BANCGROUP INC356.7K sharesnew addition2025-12-312026-02-17

BMI BADGER METER INC50.2K shares2.76%2025-12-312026-02-17

INTU INTUIT13.1K shares-9.45%2025-12-312026-02-17

MNDY MONDAY COM LTD58.5K shares0.96%2025-12-312026-02-17

Sponsored

BCS BARCLAYS PLC335.2K shares41.90%2025-12-312026-02-17

SCHA SCHWAB STRATEGIC TR293.6K shares0.28%2025-12-312026-02-17

ZS ZSCALER INC36.9K shares3.22%2025-12-312026-02-17

USCB USCB FINANCIAL HOLDINGS INC448.6K shares0.00%2025-12-312026-02-17

AMGN AMGEN INC25.1K shares-8.65%2025-12-312026-02-17

IWM ISHARES TR31.7K shares-0.48%2025-12-312026-02-17

UNP UNION PAC CORP33.0K shares-9.63%2025-12-312026-02-17

OBK ORIGIN BANCORP INC200.9K shares0.43%2025-12-312026-02-17

Sponsored

CYBR CYBERARK SOFTWARE LTD16.9K shares-2.03%2025-12-312026-02-17

AAON AAON INC98.6K shares-1.61%2025-12-312026-02-17

BUD ANHEUSER BUSCH INBEV SA/NV116.4K shares44.14%2025-12-312026-02-17

DIS DISNEY WALT CO64.6K shares-13.65%2025-12-312026-02-17

SKT TANGER INC220.8K shares28.56%2025-12-312026-02-17

FANG DIAMONDBACK ENERGY INC48.0K shares-3.19%2025-12-312026-02-17

DES WISDOMTREE TR214.9K shares0.48%2025-12-312026-02-17

AMD ADVANCED MICRO DEVICES INC33.0K shares17.28%2025-12-312026-02-17

Sponsored

CAH CARDINAL HEALTH INC34.0K shares-0.07%2025-12-312026-02-17

BFAM BRIGHT HORIZONS FAM SOL IN D68.9K shares-1.89%2025-12-312026-02-17

DVN DEVON ENERGY CORP NEW190.7K shares-5.10%2025-12-312026-02-17

DKS DICKS SPORTING GOODS INC34.6K shares-2.98%2025-12-312026-02-17

EEM ISHARES TR124.0K shares-0.20%2025-12-312026-02-17

FBK FB FINL CORP120.0K shares-17.24%2025-12-312026-02-17

MOFG MIDWESTONE FINL GROUP INC NE171.3K shares13.58%2025-12-312026-02-17

BFST BUSINESS FIRST BANCSHARES IN250.0K shares0.00%2025-12-312026-02-17

Sponsored

DOW DOW INC273.7K shares-2.18%2025-12-312026-02-17

ATLASSIAN CORPORATION ATLASSIAN CORPORATION39.4K shares37.14%2025-12-312026-02-17

MO ALTRIA GROUP INC107.9K shares1.26%2025-12-312026-02-17

IWR ISHARES TR65.3K shares-2.07%2025-12-312026-02-17

VEA VANGUARD TAX-MANAGED FDS97.3K shares2.52%2025-12-312026-02-17

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2025-12-312026-02-17

ORCL ORACLE CORP30.9K shares-2.38%2025-12-312026-02-17

IWV ISHARES TR15.2K shares29.47%2025-12-312026-02-17

Sponsored

AMTB AMERANT BANCORP INC300.1K shares0.00%2025-12-312026-02-17

XBI SPDR SERIES TRUST47.7K sharesnew addition2025-12-312026-02-17

ADBE ADOBE INC16.5K shares16.31%2025-12-312026-02-17

SGOV ISHARES TR57.0K shares2.09%2025-12-312026-02-17

OMCL OMNICELL COM126.3K shares32.20%2025-12-312026-02-17

AVBH AVIDBANK HLDGS INC214.9K shares-11.13%2025-12-312026-02-17

MINT PIMCO ETF TR56.6K shares23.72%2025-12-312026-02-17

COSO COASTALSOUTH BANCSHARES INC243.5K shares-20.58%2025-12-312026-02-17

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.0K shares-32.52%2025-12-312026-02-17

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares23.61%2025-12-312026-02-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II77.4K shares-0.00%2025-12-312026-02-17

CAT CATERPILLAR INC9.6K shares-0.22%2025-12-312026-02-17

ROP ROPER TECHNOLOGIES INC12.3K shares1225.22%2025-12-312026-02-17

SPYD SPDR SERIES TRUST124.7K shares-2.39%2025-12-312026-02-17

VGIT VANGUARD SCOTTSDALE FDS88.3K shares3.91%2025-12-312026-02-17

MYFW FIRST WESTN FINL INC197.1K shares0.00%2025-12-312026-02-17

Sponsored

DXJ WISDOMTREE TR35.5K shares-0.77%2025-12-312026-02-17

FSUN FIRSTSUN CAP BANCORP133.7K shares90.81%2025-12-312026-02-17

MUFG MITSUBISHI UFJ FINL GROUP IN311.1K shares36.01%2025-12-312026-02-17

BANC BANC OF CALIFORNIA INC253.9K shares-15.71%2025-12-312026-02-17

SFNC SIMMONS 1ST NATL CORP251.1K shares-35.37%2025-12-312026-02-17

WMT WALMART INC41.7K shares63.19%2025-12-312026-02-17

AMT AMERICAN TOWER CORP NEW26.1K shares-18.96%2025-12-312026-02-17

HUBS HUBSPOT INC11.4K shares29.91%2025-12-312026-02-17

Sponsored

MKL MARKEL GROUP INC2.1K shares-5.55%2025-12-312026-02-17

BCAL CALIFORNIA BANCORP243.7K shares-25.02%2025-12-312026-02-17

ITT INC ITT INC26.1K shares-20.37%2025-12-312026-02-17

DCI DONALDSON INC50.6K shares0.45%2025-12-312026-02-17

TT TRANE TECHNOLOGIES PLC11.5K shares0.37%2025-12-312026-02-17

CIVB CIVISTA BANCSHARES INC201.1K shares0.44%2025-12-312026-02-17

NTRS NORTHERN TR CORP32.4K shares14.48%2025-12-312026-02-17

XOM EXXON MOBIL CORP36.0K shares-3.84%2025-12-312026-02-17

Sponsored

MTDR MATADOR RES CO101.3K shares-0.41%2025-12-312026-02-17

VTV VANGUARD INDEX FDS22.3K shares-2.12%2025-12-312026-02-17

MKSI MKS INC.26.6K shares-6.42%2025-12-312026-02-17

HEI HEICO CORP NEW13.1K shares-3.11%2025-12-312026-02-17

CENTRAL BANCOMPANY CENTRAL BANCOMPANY174.8K sharesnew addition2025-12-312026-02-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.8K shares2.86%2025-12-312026-02-17

MCD MCDONALDS CORP13.5K shares2.36%2025-12-312026-02-17

SCHZ SCHWAB STRATEGIC TR175.9K shares-6.71%2025-12-312026-02-17

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BY BYLINE BANCORP INC138.3K shares0.19%2025-12-312026-02-17

USB US BANCORP DEL74.0K shares20.98%2025-12-312026-02-17

PG PROCTER AND GAMBLE CO27.2K shares15.40%2025-12-312026-02-17

ADP AUTOMATIC DATA PROCESSING IN15.0K shares5.65%2025-12-312026-02-17

DFAC DIMENSIONAL ETF TRUST97.8K shares0.02%2025-12-312026-02-17

EMR EMERSON ELEC CO28.7K shares-0.16%2025-12-312026-02-17

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC299.8K shares-0.01%2025-12-312026-02-17

AUB ATLANTIC UN BANKSHARES CORP106.6K shares88.45%2025-12-312026-02-17

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PCYO PURE CYCLE CORP342.2K shares-43.44%2025-12-312026-02-17

AVY AVERY DENNISON CORP20.6K shares-24.42%2025-12-312026-02-17

VGSH VANGUARD SCOTTSDALE FDS63.0K shares13.76%2025-12-312026-02-17

SCHG SCHWAB STRATEGIC TR113.1K shares-1.18%2025-12-312026-02-17

FRME FIRST MERCHANTS CORP98.3K shares30.23%2025-12-312026-02-17

STLD STEEL DYNAMICS INC21.7K shares0.18%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORP7.5K shares49.29%2025-12-312026-02-17

SOUTHSTATE BK CORP SOUTHSTATE BK CORP37.3K shares-1.08%2025-12-312026-02-17

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GE AEROSPACE GE AEROSPACE11.3K shares-0.10%2025-12-312026-02-17

APD AIR PRODS & CHEMS INC14.0K shares0.21%2025-12-312026-02-17

EPRT ESSENTIAL PPTYS RLTY TR INC116.2K shares0.00%2025-12-312026-02-17

CCB COASTAL FINL CORP WA30.0K shares0.00%2025-12-312026-02-17

WBS WEBSTER FINL CORP54.1K shares0.03%2025-12-312026-02-17

TXN TEXAS INSTRS INC19.4K shares0.07%2025-12-312026-02-17

ABCB AMERIS BANCORP45.2K shares0.97%2025-12-312026-02-17

DE DEERE & CO7.2K shares3.94%2025-12-312026-02-17

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COST COSTCO WHSL CORP NEW3.8K shares3.59%2025-12-312026-02-17

PNFP PINNACLE FINL PARTNERS INC34.4K shares15.43%2025-12-312026-02-17

EPD ENTERPRISE PRODS PARTNERS L102.0K shares1.67%2025-12-312026-02-17

IWY ISHARES TR11.6K shares0.00%2025-12-312026-02-17

APH AMPHENOL CORP NEW23.7K shares2.01%2025-12-312026-02-17

VT VANGUARD INTL EQUITY INDEX F22.4K shares1.57%2025-12-312026-02-17

RY ROYAL BK CDA18.4K shares0.78%2025-12-312026-02-17

CPRT COPART INC79.9K shares-0.73%2025-12-312026-02-17

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FISI FINANCIAL INSTNS INC100.0K shares0.00%2025-12-312026-02-17

NEE NEXTERA ENERGY INC38.5K shares-0.04%2025-12-312026-02-17

ITOT ISHARES TR20.7K shares-0.65%2025-12-312026-02-17

FI FISERV INC45.7K shares3.42%2025-12-312026-02-17

HEDJ WISDOMTREE TR57.6K shares-0.00%2025-12-312026-02-17

FTEC FIDELITY COVINGTON TRUST13.6K shares25.73%2025-12-312026-02-17

WFC-PL WELLS FARGO CO NEW2.5K shares2.03%2025-12-312026-02-17

SON SONOCO PRODS CO69.8K shares76.60%2025-12-312026-02-17

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ISRG INTUITIVE SURGICAL INC5.4K shares4.63%2025-12-312026-02-17

PCOR PROCORE TECHNOLOGIES INC41.8K shares-1.18%2025-12-312026-02-17

STM STMICROELECTRONICS N V115.3K shares119.43%2025-12-312026-02-17

MMM 3M CO18.4K shares16.56%2025-12-312026-02-17

EATON CORP PLC EATON CORP PLC9.2K shares7.72%2025-12-312026-02-17

VXUS VANGUARD STAR FDS38.6K shares11.94%2025-12-312026-02-17

TECH BIO-TECHNE CORP48.0K shares-5.90%2025-12-312026-02-17

BMY BRISTOL-MYERS SQUIBB CO52.3K shares145.71%2025-12-312026-02-17

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HON HONEYWELL INTL INC14.4K shares-25.34%2025-12-312026-02-17

INVESCO QQQ TR INVESCO QQQ TR4.6K shares30.56%2025-12-312026-02-17

KLAC KLA CORP2.3K shares-11.11%2025-12-312026-02-17

NPB NORTHPOINTE BANCSHARES INC.165.7K shares0.05%2025-12-312026-02-17

PNC PNC FINL SVCS GROUP INC13.3K shares124.20%2025-12-312026-02-17

FAST FASTENAL CO68.5K shares-2.50%2025-12-312026-02-17

TRMB TRIMBLE INC34.6K shares1.70%2025-12-312026-02-17

CRSP CRISPR THERAPEUTICS AG50.6K shares-1.73%2025-12-312026-02-17

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IBIT ISHARES BITCOIN TRUST ETF53.0K shares18.96%2025-12-312026-02-17

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY35.5K shares-0.08%2025-12-312026-02-17

DT DYNATRACE INC59.9K shares-1.16%2025-12-312026-02-17

NIC NICOLET BANKSHARES INC21.1K shares0.00%2025-12-312026-02-17

ODFL OLD DOMINION FREIGHT LINE IN16.3K shares0.09%2025-12-312026-02-17

PTC PTC INC14.5K shares-13.38%2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INC7.6K shares-3.99%2025-12-312026-02-17

OKE ONEOK INC NEW33.7K shares4.94%2025-12-312026-02-17

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FFWM FIRST FNDTN INC401.0K shares0.00%2025-12-312026-02-17

KO COCA COLA CO35.3K shares-67.48%2025-12-312026-02-17

NVR NVR INC332 shares-4.32%2025-12-312026-02-17

IVW ISHARES TR19.5K shares0.34%2025-12-312026-02-17

DFUV DIMENSIONAL ETF TRUST51.4K shares-10.12%2025-12-312026-02-17

BAC BANK AMERICA CORP43.4K shares-41.82%2025-12-312026-02-17

SHBI SHORE BANCSHARES INC133.4K shares0.19%2025-12-312026-02-17

AXP AMERICAN EXPRESS CO6.3K shares-3.04%2025-12-312026-02-17

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COF CAPITAL ONE FINL CORP9.5K shares209.67%2025-12-312026-02-17

WMB WILLIAMS COS INC38.3K shares44.93%2025-12-312026-02-17

BBT BEACON FINANCIAL CORP.87.2K sharesnew addition2025-12-312026-02-17

PRU PRUDENTIAL FINL INC20.3K shares9.15%2025-12-312026-02-17

PFS PROVIDENT FINL SVCS INC115.4K shares-7.83%2025-12-312026-02-17

LAM RESEARCH CORP LAM RESEARCH CORP13.2K shares79.94%2025-12-312026-02-17

BIL SPDR SERIES TRUST24.6K shares-17.99%2025-12-312026-02-17

GEV GE VERNOVA INC3.4K shares57.67%2025-12-312026-02-17

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PLTR PALANTIR TECHNOLOGIES INC12.4K shares25.39%2025-12-312026-02-17

RIO RIO TINTO PLC27.5K sharesnew addition2025-12-312026-02-17

CSL CARLISLE COS INC6.8K shares-4.51%2025-12-312026-02-17

FROG JFROG LTD34.7K shares-36.55%2025-12-312026-02-17

GDX VANECK ETF TRUST25.2K shares0.00%2025-12-312026-02-17

RS RELIANCE INC7.4K shares0.03%2025-12-312026-02-17

GBTC GRAYSCALE BITCOIN TRUST ETF31.1K shares4.66%2025-12-312026-02-17

QCOM QUALCOMM INC12.4K shares0.31%2025-12-312026-02-17

Sponsored

MAGS LISTED FDS TR32.2K sharesnew addition2025-12-312026-02-17

BWB BRIDGEWATER BANCSHARES INC120.0K shares-5.90%2025-12-312026-02-17

MPLX MPLX LP39.2K shares-0.09%2025-12-312026-02-17

PFF ISHARES TR66.8K shares-4.98%2025-12-312026-02-17

AMP AMERIPRISE FINL INC4.2K shares160.64%2025-12-312026-02-17

BN BROOKFIELD CORP44.7K shares47.86%2025-12-312026-02-17

BAC-PL BANK AMERICA CORP1.6K shares-0.12%2025-12-312026-02-17

NOW SERVICENOW INC13.3K shares681.04%2025-12-312026-02-17

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HTB HOMETRUST BANCSHARES INC46.8K shares0.00%2025-12-312026-02-17

PSX PHILLIPS 6615.5K shares147.91%2025-12-312026-02-17

AGG ISHARES TR20.0K shares42.71%2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP6.8K shares-2.87%2025-12-312026-02-17

OSBC OLD SECOND BANCORP INC ILL100.5K shares0.01%2025-12-312026-02-17

SCHB SCHWAB STRATEGIC TR74.5K shares-1.78%2025-12-312026-02-17

DVY ISHARES TR13.8K shares-9.55%2025-12-312026-02-17

VKTX VIKING THERAPEUTICS INC54.8K shares-0.01%2025-12-312026-02-17

Sponsored

BSVO EA SERIES TRUST82.4K shares-10.64%2025-12-312026-02-17

NFLX NETFLIX INC20.1K shares920.47%2025-12-312026-02-17

IWX ISHARES TR20.4K shares0.03%2025-12-312026-02-17

HACK AMPLIFY ETF TR23.2K shares0.35%2025-12-312026-02-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.5K shares242.57%2025-12-312026-02-17

ATI ATI INC16.1K shares36.04%2025-12-312026-02-17

VCYT VERACYTE INC43.9K shares0.03%2025-12-312026-02-17

STT STATE STR CORP14.3K shares77.76%2025-12-312026-02-17

Sponsored

XLF SELECT SECTOR SPDR TR33.6K shares16.61%2025-12-312026-02-17

CARE CARTER BANKSHARES INC93.3K shares-0.01%2025-12-312026-02-17

STERIS PLC STERIS PLC7.2K shares64.69%2025-12-312026-02-17

IX ORIX CORP61.8K sharesnew addition2025-12-312026-02-17

PFE PFIZER INC72.3K shares-1.41%2025-12-312026-02-17

CNC CENTENE CORP DEL43.7K sharesnew addition2025-12-312026-02-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.2K shares-4.29%2025-12-312026-02-17

ALL ALLSTATE CORP8.5K shares3.76%2025-12-312026-02-17

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DFIV DIMENSIONAL ETF TRUST34.6K shares0.65%2025-12-312026-02-17

LOB LIVE OAK BANCSHARES INC50.2K shares0.00%2025-12-312026-02-17

IT GARTNER INC6.8K shares102.79%2025-12-312026-02-17

PCG PG&E CORP105.9K sharesnew addition2025-12-312026-02-17

CATH GLOBAL X FDS20.5K shares0.00%2025-12-312026-02-17

CMI CUMMINS INC3.3K shares36.82%2025-12-312026-02-17

BDX BECTON DICKINSON & CO8.6K shares-57.39%2025-12-312026-02-17

MCHP MICROCHIP TECHNOLOGY INC.26.1K shares1.06%2025-12-312026-02-17

Sponsored

SLQD ISHARES TR32.6K shares0.33%2025-12-312026-02-17

FDX FEDEX CORP5.7K shares135.22%2025-12-312026-02-17

RITM RITHM CAPITAL CORP150.3K shares24.85%2025-12-312026-02-17

NDAQ NASDAQ INC16.9K shares30.38%2025-12-312026-02-17

GS GOLDMAN SACHS GROUP INC1.9K shares13.84%2025-12-312026-02-17

ARISTA NETWORKS INC ARISTA NETWORKS INC12.5K shares143.14%2025-12-312026-02-17

ABNB AIRBNB INC12.0K sharesnew addition2025-12-312026-02-17

ET ENERGY TRANSFER L P97.9K shares15.21%2025-12-312026-02-17

Sponsored

CEFA GLOBAL X FDS42.8K shares0.00%2025-12-312026-02-17

CINF CINCINNATI FINL CORP9.8K shares1.19%2025-12-312026-02-17

VONG VANGUARD SCOTTSDALE FDS13.1K shares0.00%2025-12-312026-02-17

FIX COMFORT SYS USA INC1.7K sharesnew addition2025-12-312026-02-17

NOBL PROSHARES TR15.1K shares-6.86%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE IN9.7K shares1.68%2025-12-312026-02-17

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.8K shares-0.20%2025-12-312026-02-17

WM WASTE MGMT INC DEL7.1K shares66.53%2025-12-312026-02-17

Sponsored

GFF GRIFFON CORP21.1K shares0.09%2025-12-312026-02-17

BTI BRITISH AMERN TOB PLC26.8K sharesnew addition2025-12-312026-02-17

MPC MARATHON PETE CORP9.4K shares-0.80%2025-12-312026-02-17

RJF RAYMOND JAMES FINL INC9.5K shares-1.06%2025-12-312026-02-17

DUOL DUOLINGO INC8.4K shares16.16%2025-12-312026-02-17

DFAS DIMENSIONAL ETF TRUST21.2K shares-6.21%2025-12-312026-02-17

IYW ISHARES TR7.3K shares6.64%2025-12-312026-02-17

DFAT DIMENSIONAL ETF TRUST24.5K shares-6.27%2025-12-312026-02-17

Sponsored

CITIGROUP INC CITIGROUP INC12.5K shares425.60%2025-12-312026-02-17

ROK ROCKWELL AUTOMATION INC3.7K shares0.40%2025-12-312026-02-17

VMI VALMONT INDS INC3.6K shares0.48%2025-12-312026-02-17

J JACOBS SOLUTIONS INC10.8K shares0.14%2025-12-312026-02-17

REGN REGENERON PHARMACEUTICALS1.8K sharesnew addition2025-12-312026-02-17

XAR SPDR SERIES TRUST5.9K shares0.00%2025-12-312026-02-17

ZM ZOOM COMMUNICATIONS INC16.2K sharesnew addition2025-12-312026-02-17

AIVL WISDOMTREE TR12.1K shares0.00%2025-12-312026-02-17

Sponsored

VLTO VERALTO CORP13.8K shares96.87%2025-12-312026-02-17

EWJ ISHARES INC17.0K shares14.14%2025-12-312026-02-17

EW EDWARDS LIFESCIENCES CORP15.8K shares14.47%2025-12-312026-02-17

COP CONOCOPHILLIPS14.2K shares150.32%2025-12-312026-02-17

NKE NIKE INC20.6K shares0.15%2025-12-312026-02-17

VONE VANGUARD SCOTTSDALE FDS4.3K shares-19.75%2025-12-312026-02-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.8K shares0.61%2025-12-312026-02-17

NEM NEWMONT CORP13.1K sharesnew addition2025-12-312026-02-17

Sponsored

IWD ISHARES TR6.1K shares50.01%2025-12-312026-02-17

IWS ISHARES TR9.0K shares5.64%2025-12-312026-02-17

CWB SPDR SERIES TRUST14.3K shares-0.01%2025-12-312026-02-17

VCSH VANGUARD SCOTTSDALE FDS15.9K shares2.30%2025-12-312026-02-17

WCLD WISDOMTREE TR36.1K shares250.33%2025-12-312026-02-17

WDC WESTERN DIGITAL CORP7.3K sharesnew addition2025-12-312026-02-17

XLK SELECT SECTOR SPDR TR8.6K shares89.03%2025-12-312026-02-17

CFG CITIZENS FINL GROUP INC21.2K sharesnew addition2025-12-312026-02-17

Sponsored

BLACKSTONE INC BLACKSTONE INC8.0K shares4.76%2025-12-312026-02-17

PODD INSULET CORP4.3K shares-0.02%2025-12-312026-02-17

LDUR PIMCO ETF TR12.8K shares148.21%2025-12-312026-02-17

VRSN VERISIGN INC5.1K sharesnew addition2025-12-312026-02-17

UPS UNITED PARCEL SERVICE INC12.2K shares348.44%2025-12-312026-02-17

JPST J P MORGAN EXCHANGE TRADED F23.9K shares154.58%2025-12-312026-02-17

CBRE CBRE GROUP INC7.5K shares-0.01%2025-12-312026-02-17

MPB MID PENN BANCORP INC38.8K sharesnew addition2025-12-312026-02-17

Sponsored

KMX CARMAX INC31.1K sharesnew addition2025-12-312026-02-17

GNMA ISHARES TR27.0K sharesnew addition2025-12-312026-02-17

MU MICRON TECHNOLOGY INC4.2K shares211.58%2025-12-312026-02-17

BUSE FIRST BUSEY CORP50.3K shares0.18%2025-12-312026-02-17

IR INGERSOLL RAND INC15.1K shares0.13%2025-12-312026-02-17

AJG GALLAGHER ARTHUR J & CO4.6K shares-6.68%2025-12-312026-02-17

EIX EDISON INTL19.7K sharesnew addition2025-12-312026-02-17

TRV TRAVELERS COMPANIES INC4.1K shares-3.38%2025-12-312026-02-17

Sponsored

KDP KEURIG DR PEPPER INC42.0K shares22.56%2025-12-312026-02-17

ONB OLD NATL BANCORP IND52.5K shares-65.56%2025-12-312026-02-17

TFIN TRIUMPH FINANCIAL INC18.3K shares-0.54%2025-12-312026-02-17

HIG HARTFORD INSURANCE GROUP INC8.2K shares-1.92%2025-12-312026-02-17

VYM VANGUARD WHITEHALL FDS7.9K shares1.75%2025-12-312026-02-17

ILMN ILLUMINA INC8.6K sharesnew addition2025-12-312026-02-17

PAA PLAINS ALL AMERN PIPELINE L62.3K shares2.54%2025-12-312026-02-17

IQV IQVIA HLDGS INC5.0K sharesnew addition2025-12-312026-02-17

Sponsored

MEDP MEDPACE HLDGS INC2.0K sharesnew addition2025-12-312026-02-17

LNG CHENIERE ENERGY INC5.7K shares132.11%2025-12-312026-02-17

WES WESTERN MIDSTREAM PARTNERS L27.9K shares9.44%2025-12-312026-02-17

DG DOLLAR GEN CORP NEW8.3K sharesnew addition2025-12-312026-02-17

DHI D R HORTON INC7.6K shares489.00%2025-12-312026-02-17

HDV ISHARES TR8.8K shares0.17%2025-12-312026-02-17

FBTC FIDELITY WISE ORIGIN BITCOIN13.9K shares2.29%2025-12-312026-02-17

ALNY ALNYLAM PHARMACEUTICALS INC2.7K sharesnew addition2025-12-312026-02-17

Sponsored

WPC WP CAREY INC16.1K shares5.22%2025-12-312026-02-17

AVUV AMERICAN CENTY ETF TR10.2K shares-1.97%2025-12-312026-02-17

SBUX STARBUCKS CORP12.3K shares0.17%2025-12-312026-02-17

T AT&T INC41.3K shares4.61%2025-12-312026-02-17

ETV EATON VANCE TAX-MANAGED BUY-70.3K shares0.21%2025-12-312026-02-17

JLL JONES LANG LASALLE INC3.0K shares235.25%2025-12-312026-02-17

FTI TECHNIPFMC PLC22.3K sharesnew addition2025-12-312026-02-17

BA BOEING CO4.6K shares8.51%2025-12-312026-02-17

Sponsored

ECL ECOLAB INC3.8K shares3.42%2025-12-312026-02-17

FCX FREEPORT-MCMORAN INC19.5K sharesnew addition2025-12-312026-02-17

ISHARES GOLD TR ISHARES GOLD TR12.2K shares31.50%2025-12-312026-02-17

CRVL CORVEL CORP14.5K shares-0.17%2025-12-312026-02-17

MAR MARRIOTT INTL INC NEW3.2K shares0.60%2025-12-312026-02-17

NEO NEOGENOMICS INC83.3K shares0.00%2025-12-312026-02-17

SDY SPDR SERIES TRUST7.0K shares13.06%2025-12-312026-02-17

IVE ISHARES TR4.6K shares-37.30%2025-12-312026-02-17

Sponsored

OTIS OTIS WORLDWIDE CORP11.1K shares108.87%2025-12-312026-02-17

JBHT HUNT J B TRANS SVCS INC5.0K sharesnew addition2025-12-312026-02-17

DGRO ISHARES TR13.8K shares-8.84%2025-12-312026-02-17

NBTB NBT BANCORP INC22.8K shares32.72%2025-12-312026-02-17

EXPE EXPEDIA GROUP INC3.3K shares249.05%2025-12-312026-02-17

DOV DOVER CORP4.8K sharesnew addition2025-12-312026-02-17

EFC ELLINGTON FINANCIAL INC68.5K shares0.02%2025-12-312026-02-17

CMG CHIPOTLE MEXICAN GRILL INC25.1K shares361.90%2025-12-312026-02-17

Sponsored

ALLE ALLEGION PLC5.8K shares17.83%2025-12-312026-02-17

VONV VANGUARD SCOTTSDALE FDS9.9K shares0.00%2025-12-312026-02-17

INTC INTEL CORP24.7K shares63.73%2025-12-312026-02-17

LVS LAS VEGAS SANDS CORP13.9K sharesnew addition2025-12-312026-02-17

AVD AMERICAN VANGUARD CORP235.2K shares-7.59%2025-12-312026-02-17

JAAA JANUS DETROIT STR TR17.7K shares0.56%2025-12-312026-02-17

TRGP TARGA RES CORP4.8K shares7.37%2025-12-312026-02-17

VB VANGUARD INDEX FDS3.4K shares23.49%2025-12-312026-02-17

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KBE SPDR SERIES TRUST14.6K shares0.00%2025-12-312026-02-17

VIK VIKING HOLDINGS LTD12.3K sharesnew addition2025-12-312026-02-17

DAL DELTA AIR LINES INC DEL12.7K shares248.65%2025-12-312026-02-17

ORLY OREILLY AUTOMOTIVE INC9.5K shares-0.29%2025-12-312026-02-17

TSN TYSON FOODS INC14.7K sharesnew addition2025-12-312026-02-17

ED CONSOLIDATED EDISON INC8.7K shares157.65%2025-12-312026-02-17

TTC TORO CO10.8K shares93.36%2025-12-312026-02-17

DFUS DIMENSIONAL ETF TRUST11.5K shares0.19%2025-12-312026-02-17

Sponsored

MUB ISHARES TR8.0K shares3.17%2025-12-312026-02-17

RBLX ROBLOX CORP10.4K sharesnew addition2025-12-312026-02-17

MCO MOODYS CORP1.6K shares0.06%2025-12-312026-02-17

BMRN BIOMARIN PHARMACEUTICAL INC13.9K sharesnew addition2025-12-312026-02-17

AVUS AMERICAN CENTY ETF TR7.4K shares1.69%2025-12-312026-02-17

XLB SELECT SECTOR SPDR TR18.2K sharesnew addition2025-12-312026-02-17

TDG TRANSDIGM GROUP INC615 shares105.00%2025-12-312026-02-17

FITB FIFTH THIRD BANCORP17.3K shares35.59%2025-12-312026-02-17

Sponsored

HP INC HP INC35.8K shares233.50%2025-12-312026-02-17

GPIX GOLDMAN SACHS ETF TR15.2K shares-11.27%2025-12-312026-02-17

MATCH GROUP INC NEW MATCH GROUP INC NEW24.7K sharesnew addition2025-12-312026-02-17

BSV VANGUARD BD INDEX FDS10.1K shares16.84%2025-12-312026-02-17

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR1.2K shares0.00%2025-12-312026-02-17

Put Option Holdings

AAPL Put PutAPPLE INC5.6K shares0.00%2025-12-312026-02-17

NTRS Put PutNORTHERN TR CORP10.0K shares0.00%2025-12-312026-02-17

SPY Put PutSPDR S&P 500 ETF TR1.6K sharesnew addition2025-12-312026-02-17

INVESCO QQQ TR Put PutINVESCO QQQ TR1.4K sharesnew addition2025-12-312026-02-17

ALPHABET INC Put PutALPHABET INC2.5K shares0.00%2025-12-312026-02-17

IBM Put PutINTERNATIONAL BUSINESS MACHS1.0K sharesnew addition2025-12-312026-02-17

CRM Put PutSALESFORCE INC900 shares0.00%2025-12-312026-02-17