BRIDGES INVESTMENT MANAGEMENT INC
CIK 1007295 · View on SEC EDGAR ↗
- Portfolio value
- $2.9B
- Positions
- 401
- As of
- June 30, 2026
#1,187 of 9,443 by 13F value · top 12.6%
Portfolio value QoQ: +16.5% 13F does not disclose cash
- Top 10 holdings weight
- 41.82%
- Top 25 holdings weight
- 68.36%
- Positions above 1%
- 32
- Effective number of positions
- 37.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.05% Est. buys $268,209,760 · sells $82,905,442
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 78.8% still held
- New positions
- 24
- Increased
- 167
- Decreased
- 47
- Closed
- 19
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
23.8%
Retail
11.9%
Industrials
11.0%
Communication Services
10.2%
Financial Services
8.3%
Health Care
5.5%
Financials
4.4%
Energy
1.3%
Materials
0.8%
Consumer Staples
0.6%
Consumer Discretionary
0.6%
Real Estate
0.4%
Consumer products
0.2%
Packaging
0.1%
Communications
0.0%
Utilities
0.0%
Logistics & Transportation
0.0%
Telecommunication
0.0%
Other/Unmapped
20.7%
Full portfolio 401 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $226,470,882 | 7.74% | 633,715 | $37,451,070 | Down ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $149,965,911 | 5.12% | 629,210 | $19,547,029 | Up ×1 | ||
| IJH | $144,995,362 | 4.95% | 1,880,370 | $23,012,131 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $144,336,312 | 4.93% | 498,812 | $10,115,093 | Down ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $143,858,790 | 4.92% | 385,660 | $4,617,555 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $97,474,770 | 3.33% | 285,833 | $57,454,088 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $83,792,028 | 2.86% | 418,772 | $6,475,920 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $80,880,908 | 2.76% | 268,075 | $55,609,935 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $77,666,078 | 2.65% | 151,219 | $4,685,738 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $74,588,059 | 2.55% | 274,221 | $-12,138,542 | Down ×2 | ||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $69,650,329 | 2.38% | 321,562 | $9,601,369 | Up ×1 | ||
| VEA | $65,728,134 | 2.25% | 922,500 | $9,188,804 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $63,025,699 | 2.15% | 166,845 | $21,288,585 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $62,856,853 | 2.15% | 192,029 | $8,927,029 | Up ×1 | ||
| BRKB | $61,145,156 | 2.09% | 122,195 | $3,656,970 | Up ×1 | ||
| V Visa Inc. | $59,071,864 | 2.02% | 172,176 | $9,212,540 | Up ×1 | ||
| IVV | $58,321,606 | 1.99% | 77,877 | $13,960,605 | Up ×1 | ||
| IJR | $57,757,491 | 1.97% | 389,438 | $10,057,981 | Up ×3 | ||
| VWO | $47,896,639 | 1.64% | 802,423 | $7,488,544 | Up ×6 | ||
| LOW Lowe's Companies, Inc. Common Stock | $46,372,795 | 1.58% | 210,317 | $-1,537,464 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $44,016,254 | 1.50% | 108,079 | $832,760 | Up ×3 | ||
| LAD Lithia Motors, Inc. Common Stock | $37,268,124 | 1.27% | 128,294 | $6,130,038 | Up ×6 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $37,011,781 | 1.26% | 46,568 | $5,628,641 | Up ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $33,663,145 | 1.15% | 154,100 | $3,894,039 | Up ×1 | ||
| BRKA | $32,949,400 | 1.13% | 44 | $633,100 | Down ×5 | ||
| BLK BlackRock, Inc. Common Stock | $32,209,375 | 1.10% | 33,497 | $1,099,018 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $31,813,297 | 1.09% | 63,454 | $-1,562,082 | Down ×2 | ||
| RSP | $30,751,435 | 1.05% | 144,529 | $4,693,881 | Up ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $30,492,026 | 1.04% | 86,299 | $4,702,165 | Down ×3 | ||
| URI United Rentals, Inc. Common Stock | $30,308,206 | 1.04% | 26,753 | $13,890,106 | Up ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $30,224,267 | 1.03% | 53,657 | $1,141,461 | Up ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $29,743,680 | 1.02% | 74,793 | $-1,390,202 | Up ×2 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $28,557,348 | 0.98% | 76,088 | $7,520,366 | Up ×5 | ||
| CSL Carlisle Companies Incorporated Common Stock | $23,476,817 | 0.80% | 64,719 | $3,712,501 | Up ×4 | ||
| NOW ServiceNow, Inc. Common Stock | $22,812,459 | 0.78% | 229,779 | $1,760,166 | Up ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $21,492,423 | 0.73% | 22,975 | $-403,130 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $19,961,486 | 0.68% | 63,402 | $5,288,628 | Up ×5 | ||
| IWF | $18,376,233 | 0.63% | 147,993 | $2,471,808 | Up ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $16,444,172 | 0.56% | 133,573 | $-3,075,220 | Up ×1 | ||
| CTAS Cintas Corporation - Common Stock | $15,985,649 | 0.55% | 93,989 | $1,445,698 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $15,334,879 | 0.52% | 43,481 | $2,298,337 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $14,846,849 | 0.51% | 35,721 | $5,919,188 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $14,500,593 | 0.50% | 57,624 | $4,784,068 | Up ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $13,768,995 | 0.47% | 14,077 | $9,453,938 | Up ×1 | ||
| CPRT Copart, Inc. - Common Stock | $13,518,655 | 0.46% | 479,555 | $-1,535,121 | Up ×2 | ||
| APH Amphenol Corporation Common Stock | $13,444,400 | 0.46% | 76,250 | $5,302,280 | Up ×1 | ||
| AZO AutoZone, Inc. Common Stock | $12,563,240 | 0.43% | 3,931 | $1,788,122 | Up ×6 | ||
| IWD | $11,671,455 | 0.40% | 48,144 | $1,212,023 | Down ×4 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $11,647,313 | 0.40% | 33,827 | $1,513,445 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $11,548,007 | 0.39% | 31,890 | $1,314,801 | Up ×1 | ||
| VEU | $10,837,496 | 0.37% | 129,403 | $520,105 | Down ×2 | ||
| LIN Linde plc - Ordinary Shares | $10,788,763 | 0.37% | 20,790 | $1,541,847 | Up ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $9,951,890 | 0.34% | 44,438 | $1,656,863 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $9,176,507 | 0.31% | 60,571 | $698,194 | Up ×1 | ||
| TT Trane Technologies plc | $9,036,362 | 0.31% | 18,398 | $5,611,593 | Up ×2 | ||
| ING ING Group, N.V. Common Stock | $8,723,232 | 0.30% | 277,987 | $1,481,671 | |||
| PEP PepsiCo, Inc. - Common Stock | $8,603,181 | 0.29% | 63,539 | $-600,857 | Up ×1 | ||
| Unknown issuer (CUSIP: 69340A903) | $8,289,948 | 0.28% | 1 | $0 | |||
| ALC Alcon Inc. Ordinary Shares | $7,913,103 | 0.27% | 117,930 | $-693,299 | Up ×2 | ||
| ULTA Ulta Beauty, Inc. - Common Stock | $7,890,346 | 0.27% | 17,496 | $-891,705 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $7,777,035 | 0.27% | 85,707 | $997,940 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $6,664,358 | 0.23% | 26,241 | $243,474 | Down ×1 | ||
| ET Energy Transfer LP Common Units | $6,563,074 | 0.22% | 343,257 | $15,414 | Up ×4 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $6,487,188 | 0.22% | 115,164 | $-28,151 | Up ×2 | ||
| VO | $6,454,140 | 0.22% | 80,106 | $705,084 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $6,450,535 | 0.22% | 5,378 | $2,531,395 | Up ×4 | ||
| EOG EOG Resources, Inc. Common Stock | $6,155,182 | 0.21% | 47,446 | $-3,048,447 | Down ×6 | ||
| PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | $5,766,253 | 0.20% | 259,041 | $44,391 | Up ×4 | ||
| PLD Prologis, Inc. Common Stock | $5,696,378 | 0.19% | 42,049 | $951,380 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $5,673,537 | 0.19% | 20,989 | $-128,912 | Up ×1 | ||
| FND Floor & Decor Holdings, Inc. Common Stock | $5,634,332 | 0.19% | 94,918 | $404,066 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5,349,002 | 0.18% | 74,916 | ||||
| BMI Badger Meter, Inc. Common Stock | $5,186,178 | 0.18% | 34,952 | $2,486,993 | Up ×2 | ||
| VOO | $5,052,395 | 0.17% | 7,356 | $400,873 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $4,703,892 | 0.16% | 28,378 | $366,662 | Up ×2 | ||
| AFG American Financial Group, Inc. Common Stock | $4,514,464 | 0.15% | 32,260 | $967,830 | Up ×3 | ||
| ADBE Adobe Inc. - Common Stock | $4,455,290 | 0.15% | 21,731 | $-6,495,950 | Down ×4 | ||
| MRSH Marsh Common Stock | $3,990,913 | 0.14% | 23,945 | $253,239 | Up ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $3,978,042 | 0.14% | 13,346 | $1,387,050 | |||
| ROL Rollins, Inc. Common Stock | $3,815,746 | 0.13% | 91,417 | $-350,074 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3,771,799 | 0.13% | 46,411 | $1,827,353 | Up ×2 | ||
| HSY The Hershey Company Common Stock | $3,701,609 | 0.13% | 21,098 | $-13,135 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $3,390,129 | 0.12% | 12,989 | $-1,878,854 | Up ×1 | ||
| GGG Graco Inc. Common Stock | $3,085,039 | 0.11% | 40,802 | $143,875 | Up ×2 | ||
| BAH Booz Allen Hamilton Holding Corporation Common Stock | $3,077,061 | 0.11% | 50,718 | $-394,182 | Up ×2 | ||
| EQBK Equity Bancshares, Inc. Class A Common Stock | $3,031,305 | 0.10% | 61,876 | $283,392 | |||
| WMT Walmart Inc. - Common Stock | $3,021,201 | 0.10% | 26,675 | $1,057,328 | Up ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $2,995,842 | 0.10% | 18,315 | $232,085 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $2,877,656 | 0.10% | 19,636 | $-4,523 | Up ×1 | ||
| MSCI MSCI Inc. Common Stock | $2,797,400 | 0.10% | 4,995 | $609,019 | Up ×2 | ||
| GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | $2,737,638 | 0.09% | 53,055 | $801,296 | Up ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $2,603,673 | 0.09% | 13,392 | $-602,372 | |||
| Unknown issuer (CUSIP: H9870Y105) | $2,553,365 | 0.09% | 3,447 | $131,405 | |||
| WM Waste Management, Inc. Common Stock | $2,502,051 | 0.09% | 11,226 | $-77,572 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $2,457,547 | 0.08% | 10,705 | $957,947 | Up ×2 | ||
| IVW | $2,448,447 | 0.08% | 17,803 | $434,750 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2,404,554 | 0.08% | 19,323 | $-1,181,521 | Up ×1 | ||
| IEFA | $2,361,767 | 0.08% | 24,454 | $149,757 | Up ×3 | ||
| STT State Street Corporation Common Stock | $2,252,966 | 0.08% | 13,284 | $774,239 | Up ×1 | ||
| SYY Sysco Corporation Common Stock | $2,244,290 | 0.08% | 26,852 | $328,937 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IJH | $144,995,362 | 4.95% | up ×6 |
| VEA | $65,728,134 | 2.25% | up ×4 |
| IJR | $57,757,491 | 1.97% | up ×3 |
| VWO | $47,896,639 | 1.64% | up ×6 |
| SPGI | $44,016,254 | 1.50% | up ×3 |
| LAD | $37,268,124 | 1.27% | up ×6 |
| RSP | $30,751,435 | 1.05% | up ×4 |
| URI | $30,308,206 | 1.04% | up ×6 |
| META | $30,224,267 | 1.03% | up ×3 |
| CDNS | $28,557,348 | 0.98% | up ×5 |
| CSL | $23,476,817 | 0.80% | up ×4 |
| NOW | $22,812,459 | 0.78% | up ×5 |
| SYK | $19,961,486 | 0.68% | up ×5 |
| AZO | $12,563,240 | 0.43% | up ×6 |
| ET | $6,563,074 | 0.22% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| NFLX | $5,349,002 | 74,916 | 0.18% |
| Unknown issuer (CUSIP: 438516205) | $1,151,294 | 5,142 | 0.04% |
| Unknown issuer (CUSIP: 43849R105) | $1,136,572 | 5,141 | 0.04% |
| PAVE | $1,056,966 | 17,939 | 0.04% |
| IFF | $625,838 | 7,900 | 0.02% |
| STX | $441,005 | 457 | 0.02% |
| CGDV | $338,356 | 6,866 | 0.01% |
| IXN | $307,164 | 2,126 | 0.01% |
| BROS | $261,317 | 3,639 | 0.01% |
| CRWD | $241,152 | 316 | 0.01% |
| TTWO | $217,983 | 872 | 0.01% |
| DFAT | $209,700 | 3,000 | 0.01% |
| SNLC | $209,456 | 1,007 | 0.01% |
| FDT | $207,438 | 2,191 | 0.01% |
| CHH | $201,353 | 1,826 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| PANW | Bought more | +36K | +$57.5M |
| KLAC | Bought more | +251K | +$55.6M |
| GOOGL | Trimmed | -24K | +$37.5M |
| IJH | Bought more | +74K | +$23.0M |
| AVGO | Bought more | +32K | +$21.3M |
| AMZN | Bought more | +3K | +$19.5M |
| IVV | Bought more | +10K | +$14.0M |
| URI | Bought more | +4K | +$13.9M |
| UNP | Trimmed | -83K | -$12.1M |
| AAPL | Trimmed | -30K | +$10.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GHLD | Dec. 31, 2025 | 704,741 | $14,052,536 | No longer tracked |
| EIPI | Sept. 30, 2025 | 121,300 | $2,392,012 | No longer tracked |
| HON | June 30, 2026 | 10,284 | $2,324,493 | -1.9% |
| ASHGY | March 31, 2026 | 21,120 | $1,494,029 | No longer tracked |
| DOL | Dec. 31, 2025 | 17,112 | $1,065,301 | No longer tracked |
| ATO | March 31, 2026 | 5,940 | $995,722 | -8.3% |
| ARW | Sept. 30, 2025 | 7,050 | $898,382 | 72.7% |
| DON | Dec. 31, 2025 | 13,871 | $725,453 | No longer tracked |
| ARES | March 31, 2026 | 4,409 | $712,627 | 30.7% |
| KVUE | March 31, 2025 | 32,944 | $703,354 | -21.0% |
| CVNA | March 31, 2026 | 1,548 | $653,287 | -77.4% |
| OTEX | March 31, 2026 | 19,620 | $639,220 | 10.7% |
| DEM | Dec. 31, 2025 | 13,020 | $598,790 | No longer tracked |
| PLTR | June 30, 2025 | 6,733 | $568,265 | 26.9% |
| ULXXXX | Dec. 31, 2025 | 9,390 | $556,639 | No longer tracked |
| RBLX | Dec. 31, 2025 | 3,794 | $525,545 | -52.0% |
| SWK | June 30, 2026 | 6,835 | $485,695 | 5.8% |
| ALNY | March 31, 2026 | 1,216 | $483,542 | -30.6% |
| GIS | Dec. 31, 2025 | 9,216 | $464,671 | -15.4% |
| MKC | June 30, 2026 | 8,990 | $453,456 | 9.7% |
| APP | June 30, 2025 | 1,678 | $444,620 | -14.1% |
| SCHG | Dec. 31, 2025 | 13,636 | $435,136 | No longer tracked |
| SMMD | March 31, 2026 | 5,422 | $406,325 | No longer tracked |
| SMMD | March 31, 2025 | 5,860 | $398,480 | No longer tracked |
| ITTXXXX | June 30, 2026 | 2,060 | $392,492 | No longer tracked |
| VYM | March 31, 2026 | 2,537 | $364,110 | No longer tracked |
| INSM | March 31, 2026 | 2,081 | $362,177 | -23.3% |
| ACWI | June 30, 2026 | 2,514 | $347,862 | |
| RDDT | March 31, 2026 | 1,509 | $346,874 | 13.9% |
| GWW | March 31, 2025 | 323 | $340,458 | 32.3% |
| DECK | March 31, 2025 | 1,620 | $329,006 | -19.6% |
| MRVL | March 31, 2025 | 2,977 | $328,810 | 300.1% |
| VTWO | Dec. 31, 2025 | 3,340 | $326,719 | |
| PBH | Dec. 31, 2025 | 5,235 | $326,664 | -18.9% |
| TTD | Dec. 31, 2025 | 6,627 | $324,789 | -65.2% |
| HBI | Sept. 30, 2025 | 70,520 | $322,982 | No longer tracked |
| BOH | Dec. 31, 2025 | 4,846 | $318,091 | 14.4% |
| CHWY | March 31, 2026 | 9,564 | $316,090 | -12.3% |
| WYNN | June 30, 2026 | 3,104 | $315,211 | 3.2% |
| PODD | March 31, 2026 | 1,102 | $313,232 | -30.4% |
| VOOG | March 31, 2025 | 855 | $312,981 | No longer tracked |
| FUL | Dec. 31, 2025 | 5,204 | $308,493 | -0.3% |
| ZM | March 31, 2026 | 3,367 | $290,538 | 31.7% |
| DFUV | Dec. 31, 2025 | 6,484 | $289,770 | No longer tracked |
| EVTC | Dec. 31, 2025 | 8,538 | $288,414 | 2.2% |
| TRMB | March 31, 2026 | 3,681 | $288,406 | -8.8% |
| DASH | March 31, 2025 | 1,693 | $284,001 | 20.1% |
| BROS | March 31, 2026 | 4,576 | $280,143 | -2.9% |
| DKNG | Dec. 31, 2025 | 7,288 | $272,571 | -27.5% |
| COIN | Sept. 30, 2025 | 776 | $271,980 | -44.5% |
| MDB | March 31, 2026 | 643 | $269,861 | 71.0% |
| EHC | Dec. 31, 2025 | 2,123 | $269,663 | 14.0% |
| TKO | June 30, 2026 | 1,332 | $268,598 | -4.0% |
| WING | Sept. 30, 2025 | 784 | $264,004 | -54.6% |
| VT | March 31, 2026 | 1,865 | $263,077 | No longer tracked |
| AZTA | March 31, 2025 | 5,245 | $262,250 | 4.7% |
| VRT | March 31, 2025 | 2,272 | $258,122 | 266.0% |
| DXCM | Sept. 30, 2025 | 2,934 | $256,109 | 32.9% |
| IDXX | June 30, 2026 | 451 | $253,412 | 3.8% |
| IVOO | March 31, 2025 | 2,370 | $250,035 | No longer tracked |
| CSGP | June 30, 2026 | 6,000 | $242,040 | 13.1% |
| VEEV | March 31, 2026 | 1,079 | $240,865 | 41.0% |
| CNM | June 30, 2026 | 4,839 | $239,047 | -7.5% |
| CPAY | June 30, 2026 | 815 | $237,157 | 24.7% |
| GTY | Dec. 31, 2025 | 8,705 | $233,555 | 21.4% |
| ZM | Sept. 30, 2025 | 2,970 | $231,601 | 28.3% |
| MSCI | March 31, 2025 | 381 | $228,604 | -0.1% |
| BROS | Sept. 30, 2025 | 3,335 | $228,014 | -6.0% |
| TTWO | March 31, 2026 | 885 | $226,587 | 22.8% |
| DFAI | June 30, 2026 | 5,815 | $226,552 | No longer tracked |
| BKR | Sept. 30, 2025 | 5,906 | $226,436 | 31.1% |
| RYAN | Sept. 30, 2025 | 3,305 | $224,707 | -24.2% |
| SITE | June 30, 2026 | 1,684 | $224,157 | -16.2% |
| CHH | Dec. 31, 2025 | 2,091 | $223,549 | 14.9% |
| USMV | Dec. 31, 2025 | 2,345 | $223,103 | No longer tracked |
| WING | March 31, 2025 | 781 | $221,960 | -49.3% |
| AVUV | March 31, 2025 | 2,299 | $221,922 | No longer tracked |
| NTNX | Sept. 30, 2025 | 2,889 | $220,835 | -11.0% |
| CFR | June 30, 2025 | 1,746 | $218,599 | 28.8% |
| ZS | Dec. 31, 2025 | 707 | $211,860 | -23.1% |
| CNM | Sept. 30, 2025 | 3,509 | $211,768 | -17.1% |
| LSTR | Dec. 31, 2025 | 1,727 | $211,661 | 28.1% |
| VEEV | March 31, 2025 | 1,005 | $211,301 | 6.9% |
| CRWD | Dec. 31, 2025 | 430 | $210,863 | -60.1% |
| COWZ | March 31, 2025 | 3,719 | $210,049 | No longer tracked |
| IMO | March 31, 2025 | 3,400 | $209,440 | No longer tracked |
| IT | Sept. 30, 2025 | 514 | $207,769 | -26.6% |
| PINS | Sept. 30, 2025 | 5,785 | $207,450 | -28.3% |
| PTC | June 30, 2026 | 1,452 | $206,895 | 34.5% |
| THO | June 30, 2026 | 2,582 | $206,276 | 6.1% |
| RLI | March 31, 2026 | 3,204 | $204,992 | 14.9% |
| GLDM | June 30, 2026 | 2,207 | $204,567 | No longer tracked |
| VXF | March 31, 2025 | 1,074 | $204,039 | No longer tracked |
| EW | June 30, 2025 | 2,801 | $203,016 | 14.2% |
| FIZZ | Dec. 31, 2025 | 5,472 | $202,026 | -0.5% |
| HUBS | Dec. 31, 2025 | 430 | $201,154 | -41.8% |
| DASH | March 31, 2026 | 887 | $200,888 | 46.2% |
| BROS | March 31, 2025 | 3,824 | $200,301 | -20.3% |
| CAG | March 31, 2026 | 11,000 | $190,410 | 2.2% |
| CTVA | Dec. 31, 2025 | 2,783 | $188,214 | 19.6% |
| BX | March 31, 2025 | 1,074 | $185,179 | 2.5% |
| BIZD | Dec. 31, 2025 | 12,277 | $183,418 | No longer tracked |
| XEL | Dec. 31, 2025 | 2,227 | $179,608 | 6.3% |
| DOV | March 31, 2025 | 875 | $164,150 | 14.8% |
| ROK | March 31, 2026 | 356 | $138,509 | 21.7% |
| JKHY | March 31, 2026 | 753 | $137,407 | 3.9% |
| SOLS | March 31, 2026 | 2,581 | $125,385 | -25.0% |
| LW | March 31, 2026 | 2,347 | $98,316 | 26.3% |
| MCK | Dec. 31, 2025 | 111 | $85,752 | 4.4% |
| GMS | Sept. 30, 2025 | 730 | $79,388 | No longer tracked |
| CP | Dec. 31, 2025 | 970 | $72,255 | 29.8% |
| LNTH | Sept. 30, 2025 | 820 | $67,125 | 95.6% |
| NOC | June 30, 2026 | 77 | $52,532 | 9.8% |
| HOLX | Dec. 31, 2025 | 765 | $51,630 | No longer tracked |
| FOXF | Dec. 31, 2025 | 1,985 | $48,216 | 27.7% |
| CGNX | June 30, 2025 | 1,448 | $43,194 | 89.3% |
| UPS | Sept. 30, 2025 | 405 | $40,881 | 23.7% |
| PYPL | Sept. 30, 2025 | 550 | $40,876 | -7.2% |
| DFS | June 30, 2025 | 232 | $39,602 | No longer tracked |
| OKE | June 30, 2026 | 419 | $37,873 | 9.0% |
| SBUX | Dec. 31, 2025 | 418 | $35,363 | 23.1% |
| DFIN | Dec. 31, 2025 | 561 | $28,852 | 4.3% |
| XPO | March 31, 2026 | 196 | $26,638 | 3.2% |
| CABO | March 31, 2025 | 57 | $20,641 | -90.4% |
| DHR | March 31, 2025 | 89 | $20,430 | 4.4% |
| TRI | March 31, 2026 | 141 | $18,596 | 17.2% |
| TRU | Sept. 30, 2025 | 173 | $15,224 | 1.7% |
| ALL | June 30, 2026 | 48 | $9,952 | 7.7% |
| NFLX | March 31, 2026 | 100 | $9,376 | -17.2% |
| SCHX | Dec. 31, 2025 | 335 | $8,824 | No longer tracked |
| D | Dec. 31, 2025 | 116 | $7,096 | 15.3% |
| DFAC | March 31, 2025 | 150 | $5,189 | No longer tracked |
| KMX | Dec. 31, 2025 | 112 | $5,025 | 59.4% |
| ACA | March 31, 2025 | 30 | $2,902 | 88.6% |
| F | March 31, 2025 | 101 | $1,000 | 43.1% |