Center for Financial Planning, Inc.
CIK 1803557 · View on SEC EDGAR ↗
- Portfolio value
- $1.1B
- Positions
- 666
- As of
- June 30, 2026
Portfolio value QoQ: +11.7% 13F does not disclose cash
- Top 10 holdings weight
- 77.18%
- Top 25 holdings weight
- 85.50%
- Positions above 1%
- 11
- Effective number of positions
- 6.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.71% Est. buys $63,889,448 · sells $7,219,413
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 68.7% still held
- New positions
- 32
- Increased
- 74
- Decreased
- 112
- Closed
- 24
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
Full portfolio 666 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $376,947,306 | 35.24% | 548,838 | $51,794,744 | Up ×6 | ||
| AGG | $107,278,077 | 10.03% | 1,083,836 | $2,811,140 | Up ×6 | ||
| SPDW | $84,010,966 | 7.85% | 1,667,215 | $10,447,725 | Up ×2 | ||
| VB | $77,944,355 | 7.29% | 257,140 | $11,061,901 | Up ×3 | ||
| VO | $54,612,865 | 5.11% | 677,831 | $6,431,540 | Up ×6 | ||
| IEFA | $41,883,256 | 3.92% | 433,664 | $2,445,313 | Down ×2 | ||
| VWO | $35,347,646 | 3.30% | 592,187 | $4,104,058 | Up ×6 | ||
| QUAL | $19,708,889 | 1.84% | 89,819 | $2,336,632 | Down ×6 | ||
| BRKA | $14,228,150 | 1.33% | 19 | $583,490 | |||
| VBR | $13,563,104 | 1.27% | 55,818 | $1,448,325 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $11,216,122 | 1.05% | 131,198 | $1,094,487 | Down ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $9,834,621 | 0.92% | 26,365 | $38,878 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $9,259,714 | 0.87% | 32,001 | $1,182,174 | Up ×1 | ||
| BRKB | $7,632,950 | 0.71% | 15,254 | $390,321 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $6,913,609 | 0.65% | 19,567 | $1,307,790 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,010,935 | 0.56% | 25,220 | $844,797 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,654,073 | 0.53% | 17,273 | $548,884 | Down ×1 | ||
| VUG | $4,566,196 | 0.43% | 53,009 | $679,201 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4,378,421 | 0.41% | 17,400 | $594,194 | |||
| VSS | $4,350,018 | 0.41% | 28,194 | $191,294 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $4,011,198 | 0.38% | 15,794 | $121,184 | Down ×2 | ||
| VGT | $3,919,181 | 0.37% | 32,791 | $1,086,437 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3,769,945 | 0.35% | 9,980 | $751,603 | Up ×2 | ||
| IJH | $3,751,710 | 0.35% | 48,654 | $408,164 | Down ×2 | ||
| VBK | $3,693,080 | 0.35% | 10,099 | $514,472 | Down ×6 | ||
| LMBS First Trust Low Duration Opportunities ETF | $3,211,885 | 0.30% | 64,522 | $-101,008 | Down ×1 | ||
| SPY SPY | $3,181,899 | 0.30% | 4,261 | $351,717 | Down ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $3,031,840 | 0.28% | 34,543 | $-238,372 | Down ×3 | ||
| VTI | $2,934,788 | 0.27% | 7,931 | $390,443 | |||
| RJF Raymond James Financial, Inc. Common Stock | $2,907,410 | 0.27% | 19,124 | $138,458 | |||
| BUFR | $2,727,988 | 0.26% | 74,678 | $225,158 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,562,160 | 0.24% | 17,472 | $-100,512 | Down ×2 | ||
| VTV | $2,483,095 | 0.23% | 11,394 | $257,794 | Up ×1 | ||
| MCK McKesson Corporation Common Stock | $2,476,102 | 0.23% | 3,277 | $-359,683 | |||
| FSIG | $2,355,273 | 0.22% | 124,915 | $-140,451 | Down ×3 | ||
| EAGG | $2,342,793 | 0.22% | 49,416 | $276,259 | Up ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $2,181,519 | 0.20% | 5,253 | $-47,351 | Up ×3 | ||
| AXP American Express Company Common Stock | $2,169,536 | 0.20% | 6,414 | $229,429 | |||
| XOM Exxon Mobil Corporation Common Stock | $2,037,158 | 0.19% | 14,900 | $-608,896 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $2,031,939 | 0.19% | 12,258 | $-514,652 | Down ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,005,703 | 0.19% | 10,024 | $123,578 | Down ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,988,896 | 0.19% | 3,967 | $38,996 | |||
| VV | $1,987,287 | 0.19% | 5,779 | $261,074 | Up ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $1,972,221 | 0.18% | 21,512 | $138,753 | |||
| IJR | $1,955,913 | 0.18% | 13,188 | $314,772 | Down ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1,877,062 | 0.18% | 23,097 | $96,076 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $1,843,794 | 0.17% | 20,320 | $30,690 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,800,644 | 0.17% | 13,299 | $-269,170 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,795,347 | 0.17% | 5,024 | $350,721 | |||
| HD Home Depot, Inc. (The) Common Stock | $1,729,331 | 0.16% | 4,903 | $106,236 | Down ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,722,136 | 0.16% | 4,041 | $173,270 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,721,237 | 0.16% | 2,963 | $1,006,587 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $1,596,239 | 0.15% | 5,070 | $-69,713 | |||
| CRM Salesforce, Inc. Common Stock | $1,574,515 | 0.15% | 10,051 | $-193,336 | Up ×3 | ||
| IVV | $1,564,432 | 0.15% | 2,089 | $199,876 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1,469,141 | 0.14% | 11,433 | $88,572 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $1,432,516 | 0.13% | 5,300 | $-214,525 | |||
| WMT Walmart Inc. - Common Stock | $1,337,294 | 0.13% | 11,807 | $-237,997 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,315,231 | 0.12% | 1,786 | $284,948 | Up ×1 | ||
| VIG | $1,313,272 | 0.12% | 5,550 | $231,849 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1,295,851 | 0.12% | 4,764 | $141,912 | Up ×2 | ||
| VTEB | $1,256,863 | 0.12% | 24,849 | $17,146 | |||
| MMM 3M Company Common Stock | $1,199,268 | 0.11% | 7,407 | $123,549 | |||
| MPC Marathon Petroleum Corporation Common Stock | $1,197,422 | 0.11% | 4,683 | $-16,999 | Down ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,193,433 | 0.11% | 995 | $351,843 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,165,904 | 0.11% | 2,772 | $68,498 | Down ×1 | ||
| DFUS | $1,139,048 | 0.11% | 13,901 | $275,151 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,127,029 | 0.11% | 9,595 | $360,594 | Down ×6 | ||
| VEA | $1,058,907 | 0.10% | 14,862 | $87,985 | Down ×2 | ||
| PRF | $1,054,804 | 0.10% | 19,523 | $122,013 | Down ×2 | ||
| PM Philip Morris International Inc Common Stock | $1,051,088 | 0.10% | 5,810 | $68,141 | Down ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1,032,925 | 0.10% | 3,819 | $38,877 | |||
| GEV GE Vernova Inc. Common Stock | $1,032,702 | 0.10% | 879 | $224,396 | Down ×2 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $1,005,772 | 0.09% | 20,845 | $-4,377 | |||
| DTE DTE Energy Company Common Stock | $997,304 | 0.09% | 6,545 | $-101,288 | Down ×1 | ||
| IWR | $981,369 | 0.09% | 8,896 | $111,863 | Down ×2 | ||
| IWN | $978,810 | 0.09% | 4,425 | $207,368 | Up ×1 | ||
| IWM | $959,638 | 0.09% | 3,194 | $164,798 | Down ×2 | ||
| ARTY | $904,934 | 0.08% | 11,882 | $583,411 | Up ×1 | ||
| EMR Emerson Electric Company Common Stock | $889,391 | 0.08% | 6,213 | $75,363 | |||
| IBM International Business Machines Corporation Common Stock | $878,624 | 0.08% | 3,124 | $115,716 | Down ×2 | ||
| VHT | $872,811 | 0.08% | 2,919 | $362,192 | Up ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $856,780 | 0.08% | 5,238 | $-17,511 | Up ×2 | ||
| IJS | $834,022 | 0.08% | 6,102 | $111,240 | |||
| ADI Analog Devices, Inc. - Common Stock | $831,277 | 0.08% | 2,093 | $38,153 | Down ×1 | ||
| VDE | $824,815 | 0.08% | 5,494 | $-125,867 | |||
| BUFD | $806,809 | 0.08% | 27,147 | $194,673 | Up ×1 | ||
| TT Trane Technologies plc | $749,963 | 0.07% | 1,527 | $113,659 | |||
| F Ford Motor Company Common Stock | $749,311 | 0.07% | 53,907 | $116,161 | Down ×3 | ||
| OMC Omnicom Group Inc. Common Stock | $745,416 | 0.07% | 10,235 | $6,022 | Up ×1 | ||
| DFUV | $727,013 | 0.07% | 13,216 | $86,565 | |||
| CB Chubb Limited Common Stock | $722,740 | 0.07% | 2,121 | $-12,261 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $708,104 | 0.07% | 1,257 | $-31,137 | Down ×1 | ||
| V Visa Inc. | $698,020 | 0.07% | 2,035 | $91,887 | Up ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $692,705 | 0.06% | 3,171 | $64,085 | |||
| SCHV | $691,988 | 0.06% | 19,879 | $85,678 | |||
| DOV Dover Corporation Common Stock | $689,437 | 0.06% | 3,074 | $48,661 | |||
| DAN Dana Incorporated Common Stock | $653,040 | 0.06% | 24,000 | $-154,560 | |||
| DAL Delta Air Lines, Inc. Common Stock | $636,608 | 0.06% | 6,797 | $-159,291 | Down ×2 | ||
| QSPT | $625,901 | 0.06% | 17,965 | $45,741 | Down ×1 | ||
| 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 |
|---|---|---|---|
| VOO | $376,947,306 | 35.24% | up ×6 |
| AGG | $107,278,077 | 10.03% | up ×6 |
| VB | $77,944,355 | 7.29% | up ×3 |
| VO | $54,612,865 | 5.11% | up ×6 |
| VWO | $35,347,646 | 3.30% | up ×6 |
| MSI | $2,181,519 | 0.20% | up ×3 |
| VV | $1,987,287 | 0.19% | up ×4 |
| CRM | $1,574,515 | 0.15% | up ×3 |
| LLY | $1,193,433 | 0.11% | up ×3 |
| ADBE | $486,103 | 0.05% | up ×3 |
| MFC | $303,436 | 0.03% | up ×3 |
| IWF | $265,724 | 0.02% | up ×3 |
| EEM | $224,803 | 0.02% | up ×3 |
| LULU | $219,797 | 0.02% | up ×6 |
| CEG | $179,324 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| NXST | $108,047 | 605 | 0.01% |
| Unknown issuer (CUSIP: 84615Q103) | $90,556 | 530 | 0.01% |
| ARQQ | $83,751 | 2,818 | 0.01% |
| CPA | $80,275 | 516 | 0.01% |
| ONDS | $79,129 | 9,603 | 0.01% |
| BILI | $73,877 | 4,338 | 0.01% |
| MP | $70,909 | 1,266 | 0.01% |
| Unknown issuer (CUSIP: 26614N201) | $68,770 | 507 | 0.01% |
| DASH | $63,663 | 345 | 0.01% |
| IONQ | $59,918 | 1,125 | 0.01% |
| Unknown issuer (CUSIP: 98390R102) | $55,101 | 4,550 | 0.01% |
| Unknown issuer (CUSIP: G2004J103) | $54,598 | 1,911 | 0.01% |
| RVT | $50,904 | 2,756 | 0.00% |
| Unknown issuer (CUSIP: 438516205) | $50,390 | 217 | 0.00% |
| ASTS | $47,718 | 537 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +5K | +$51.8M |
| VB | Bought more | +2K | +$11.1M |
| SPDW | Bought more | +56K | +$10.4M |
| VO | Bought more | +510K | +$6.4M |
| VWO | Bought more | +14K | +$4.1M |
| AGG | Bought more | +31K | +$2.8M |
| IEFA | Trimmed | -2K | +$2.4M |
| QUAL | Trimmed | -751 | +$2.3M |
| VBR | Bought more | +54 | +$1.4M |
| GOOG | Bought more | +25 | +$1.3M |
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 |
|---|---|---|---|---|
| ADC | Dec. 31, 2025 | 10,237 | $727,237 | 3.1% |
| USFR | Sept. 30, 2025 | 3,266 | $164,313 | No longer tracked |
| MGK | Sept. 30, 2025 | 370 | $135,483 | No longer tracked |
| SCHG | Sept. 30, 2025 | 4,569 | $133,461 | No longer tracked |
| FISV | March 31, 2026 | 1,681 | $112,913 | -7.6% |
| IWB | Sept. 30, 2025 | 332 | $112,738 | No longer tracked |
| VOOG | Dec. 31, 2025 | 202 | $87,963 | No longer tracked |
| MSCI | March 31, 2026 | 145 | $83,191 | 4.8% |
| MFM | March 31, 2026 | 15,000 | $81,450 | -0.4% |
| SCHX | June 30, 2025 | 3,688 | $81,432 | No longer tracked |
| SMAR | March 31, 2025 | 1,432 | $80,235 | No longer tracked |
| CPRT | March 31, 2025 | 1,359 | $77,994 | -39.4% |
| TTD | March 31, 2025 | 659 | $77,453 | -75.8% |
| USPH | June 30, 2026 | 1,001 | $75,035 | 13.4% |
| RMD | March 31, 2026 | 300 | $72,261 | 2.4% |
| DD | June 30, 2026 | 1,528 | $69,976 | 3.3% |
| USRT | Sept. 30, 2025 | 1,214 | $68,664 | No longer tracked |
| ALGN | Dec. 31, 2025 | 516 | $64,614 | 1.7% |
| FDX | March 31, 2026 | 200 | $57,772 | -7.5% |
| EGP | March 31, 2026 | 300 | $53,442 | 10.0% |
| HON | June 30, 2026 | 234 | $52,892 | -1.9% |
| FXC | Sept. 30, 2025 | 735 | $52,781 | No longer tracked |
| CCL | June 30, 2026 | 1,911 | $49,457 | -10.1% |
| OKE | Dec. 31, 2025 | 633 | $46,191 | 28.9% |
| VTIP | June 30, 2025 | 908 | $45,310 | |
| SBAC | June 30, 2026 | 257 | $44,233 | 3.6% |
| RDVY | Dec. 31, 2025 | 623 | $41,903 | |
| PHYS | Sept. 30, 2025 | 1,641 | $41,600 | No longer tracked |
| PSLV | Sept. 30, 2025 | 3,383 | $41,408 | No longer tracked |
| MTDR | June 30, 2026 | 650 | $41,067 | 17.6% |
| SPHY | June 30, 2025 | 1,635 | $38,292 | No longer tracked |
| SCHP | June 30, 2025 | 1,397 | $37,566 | No longer tracked |
| FXU | Dec. 31, 2025 | 825 | $37,497 | No longer tracked |
| BLFS | Sept. 30, 2025 | 1,714 | $36,920 | 42.5% |
| BKLC | Dec. 31, 2025 | 287 | $36,846 | No longer tracked |
| AVLV | Dec. 31, 2025 | 508 | $36,709 | No longer tracked |
| CXH | March 31, 2026 | 4,589 | $36,483 | No longer tracked |
| SW | June 30, 2025 | 809 | $36,454 | 13.2% |
| SSBK | Sept. 30, 2025 | 1,000 | $36,370 | No longer tracked |
| SCHA | June 30, 2025 | 1,497 | $35,075 | No longer tracked |
| SUB | June 30, 2025 | 328 | $34,637 | No longer tracked |
| K | Dec. 31, 2025 | 390 | $31,988 | No longer tracked |
| MAG | Sept. 30, 2025 | 1,500 | $31,695 | No longer tracked |
| BCI | June 30, 2025 | 1,473 | $31,611 | No longer tracked |
| SM | June 30, 2026 | 1,000 | $31,180 | 44.8% |
| EMLC | June 30, 2025 | 1,284 | $30,637 | No longer tracked |
| MMD | March 31, 2026 | 2,000 | $29,740 | 2.2% |
| CLF | June 30, 2026 | 3,322 | $28,071 | 23.3% |
| ACWV | June 30, 2025 | 241 | $28,046 | No longer tracked |
| USMV | March 31, 2026 | 293 | $27,589 | No longer tracked |
| PFF | June 30, 2025 | 850 | $26,121 | |
| SYLD | June 30, 2025 | 408 | $26,031 | No longer tracked |
| XLI | March 31, 2026 | 165 | $25,595 | No longer tracked |
| CMA | March 31, 2026 | 289 | $25,123 | No longer tracked |
| MRVL | June 30, 2026 | 247 | $24,466 | -17.3% |
| CLX | March 31, 2025 | 150 | $24,362 | -28.4% |
| PARA | Sept. 30, 2025 | 1,856 | $23,943 | |
| WELL | Dec. 31, 2025 | 133 | $23,693 | 28.4% |
| BIV | June 30, 2025 | 308 | $23,584 | No longer tracked |
| MXE | Sept. 30, 2025 | 2,213 | $23,171 | 9.7% |
| FENI | Dec. 31, 2025 | 646 | $22,791 | No longer tracked |
| VRTX | March 31, 2026 | 50 | $22,668 | 22.5% |
| FBND | Dec. 31, 2025 | 489 | $22,612 | No longer tracked |
| CGMS | Dec. 31, 2025 | 813 | $22,561 | No longer tracked |
| BAX | March 31, 2026 | 1,164 | $22,245 | 55.9% |
| FMN | Dec. 31, 2025 | 2,000 | $22,080 | -0.2% |
| XLY | March 31, 2026 | 174 | $20,778 | No longer tracked |
| MPWR | June 30, 2026 | 19 | $20,774 | -4.8% |
| USIG | June 30, 2025 | 359 | $18,338 | |
| SDVY | Dec. 31, 2025 | 482 | $18,326 | |
| FLQM | Dec. 31, 2025 | 322 | $18,177 | No longer tracked |
| IWP | Dec. 31, 2025 | 127 | $18,087 | No longer tracked |
| MS | June 30, 2025 | 150 | $17,501 | 50.3% |
| CSGP | June 30, 2025 | 220 | $17,431 | -60.2% |
| RNR | June 30, 2025 | 72 | $17,280 | 33.0% |
| JEQ | Sept. 30, 2025 | 2,196 | $16,558 | No longer tracked |
| MASI | March 31, 2025 | 100 | $16,530 | No longer tracked |
| ANGL | June 30, 2025 | 552 | $15,931 | -1.0% |
| MELI | June 30, 2026 | 9 | $15,562 | 14.1% |
| KBH | June 30, 2026 | 300 | $15,525 | -12.8% |
| RSP | June 30, 2025 | 89 | $15,418 | No longer tracked |
| DY | June 30, 2026 | 45 | $15,247 | -19.8% |
| AWAY | Sept. 30, 2025 | 700 | $15,064 | No longer tracked |
| FND | March 31, 2025 | 150 | $14,955 | -32.0% |
| FCT | June 30, 2025 | 1,450 | $14,703 | No longer tracked |
| CORP | June 30, 2025 | 147 | $14,182 | No longer tracked |
| AVSC | Dec. 31, 2025 | 240 | $13,740 | No longer tracked |
| IYM | June 30, 2025 | 100 | $13,480 | No longer tracked |
| BBVA | March 31, 2026 | 564 | $13,147 | 33.5% |
| SOXX | March 31, 2025 | 61 | $13,145 | 177.1% |
| SONY | March 31, 2026 | 510 | $13,056 | 15.0% |
| ANDE | June 30, 2025 | 300 | $12,879 | 86.3% |
| FNCL | March 31, 2025 | 173 | $11,882 | No longer tracked |
| BBWI | March 31, 2025 | 302 | $11,709 | -35.9% |
| SSUP | June 30, 2025 | 5,000 | $10,650 | No longer tracked |
| PDD | June 30, 2025 | 87 | $10,297 | -15.2% |
| CHRW | June 30, 2025 | 100 | $10,240 | 50.9% |
| URA | June 30, 2026 | 200 | $9,686 | No longer tracked |
| ORLY | March 31, 2026 | 105 | $9,578 | -3.7% |
| BCD | March 31, 2026 | 305 | $9,443 | No longer tracked |
| SRPT | Dec. 31, 2025 | 490 | $9,443 | -9.1% |
| DWAS | Dec. 31, 2025 | 102 | $9,401 | |
| AIRJ | March 31, 2025 | 1,125 | $8,961 | 8.6% |
| LUNA | March 31, 2025 | 4,113 | $8,885 | No longer tracked |
| EFAV | March 31, 2026 | 103 | $8,884 | No longer tracked |
| HEI | June 30, 2025 | 33 | $8,818 | 7.8% |
| DYNF | March 31, 2026 | 138 | $8,392 | No longer tracked |
| EMB | March 31, 2026 | 86 | $8,281 | |
| ECG | Dec. 31, 2025 | 96 | $8,232 | 46.9% |
| SHEL | March 31, 2026 | 112 | $8,230 | 0.8% |
| AVY | June 30, 2025 | 45 | $8,009 | 4.1% |
| EMLP | March 31, 2026 | 208 | $7,877 | No longer tracked |
| VST | June 30, 2026 | 52 | $7,818 | -12.3% |
| BKLN | June 30, 2025 | 377 | $7,804 | No longer tracked |
| USRT | March 31, 2026 | 135 | $7,690 | No longer tracked |
| METC | June 30, 2026 | 497 | $7,684 | -11.7% |
| KNF | Dec. 31, 2025 | 96 | $7,380 | -5.8% |
| NARI | March 31, 2025 | 140 | $7,147 | No longer tracked |
| MDU | Dec. 31, 2025 | 384 | $6,840 | 4.1% |
| IWX | June 30, 2025 | 83 | $6,821 | No longer tracked |
| ULXXXX | Dec. 31, 2025 | 113 | $6,699 | No longer tracked |
| EIX | Dec. 31, 2025 | 120 | $6,634 | 23.0% |
| UL | March 31, 2026 | 100 | $6,540 | 11.5% |
| FTI | Sept. 30, 2025 | 189 | $6,510 | 97.4% |
| MCHP | Dec. 31, 2025 | 100 | $6,422 | 19.8% |
| SMFG | March 31, 2026 | 323 | $6,244 | 26.6% |
| BEN | March 31, 2026 | 252 | $6,021 | 46.4% |
| B | March 31, 2026 | 133 | $5,793 | 15.7% |
| KEY | Dec. 31, 2025 | 307 | $5,738 | 6.9% |
| SPYM | March 31, 2026 | 68 | $5,455 | No longer tracked |
| DB | Dec. 31, 2025 | 152 | $5,383 | -2.2% |
| GTLS | June 30, 2025 | 37 | $5,342 | No longer tracked |
| BIL | March 31, 2026 | 58 | $5,301 | No longer tracked |
| BIDD | March 31, 2025 | 214 | $5,280 | No longer tracked |
| WSBC | Dec. 31, 2025 | 165 | $5,269 | 23.6% |
| EWJ | March 31, 2026 | 65 | $5,249 | No longer tracked |
| CINF | March 31, 2026 | 32 | $5,227 | 7.9% |
| OEF | March 31, 2026 | 15 | $5,145 | No longer tracked |
| TROW | March 31, 2026 | 50 | $5,119 | 26.2% |
| TLT | March 31, 2026 | 58 | $5,056 | |
| CX | June 30, 2026 | 434 | $4,965 | -10.7% |
| UAA | Sept. 30, 2025 | 700 | $4,781 | 6.6% |
| AEP | March 31, 2026 | 41 | $4,728 | -5.8% |
| GPC | March 31, 2026 | 38 | $4,673 | 26.7% |
| SCHR | June 30, 2025 | 187 | $4,649 | No longer tracked |
| VLTO | Dec. 31, 2025 | 43 | $4,585 | -0.7% |
| SYY | March 31, 2026 | 61 | $4,496 | 17.9% |
| HDRO | June 30, 2025 | 160 | $4,368 | No longer tracked |
| PLD | June 30, 2025 | 39 | $4,360 | 34.4% |
| GSK | Dec. 31, 2025 | 100 | $4,316 | 5.5% |
| FAST | March 31, 2026 | 107 | $4,294 | 9.8% |
| IT | March 31, 2026 | 17 | $4,289 | 21.9% |
| SHY | March 31, 2026 | 50 | $4,141 | |
| AMX | June 30, 2026 | 160 | $4,077 | -9.4% |
| EDU | March 31, 2025 | 63 | $4,044 | 16.6% |
| MELI | June 30, 2025 | 2 | $3,902 | -25.9% |
| IWP | June 30, 2025 | 32 | $3,760 | No longer tracked |
| GFS | Dec. 31, 2025 | 100 | $3,584 | 35.9% |
| EMN | March 31, 2026 | 56 | $3,575 | -2.3% |
| TLH | March 31, 2026 | 34 | $3,457 | No longer tracked |
| BCS | June 30, 2025 | 225 | $3,456 | 44.7% |
| MFG | June 30, 2025 | 600 | $3,306 | 84.8% |
| EWC | June 30, 2025 | 81 | $3,294 | No longer tracked |
| PAYX | March 31, 2026 | 29 | $3,254 | 32.5% |
| FTSL | June 30, 2025 | 70 | $3,196 | |
| ATI | Sept. 30, 2025 | 37 | $3,195 | 160.0% |
| CLX | March 31, 2026 | 31 | $3,126 | 1.8% |
| FNDX | June 30, 2025 | 131 | $3,093 | No longer tracked |
| GILT | March 31, 2025 | 500 | $3,075 | 67.2% |
| DFS | June 30, 2025 | 18 | $3,073 | No longer tracked |
| BAI | March 31, 2026 | 90 | $2,997 | No longer tracked |
| LIN | March 31, 2025 | 7 | $2,931 | 4.8% |
| IDCC | Sept. 30, 2025 | 13 | $2,915 | -0.7% |
| IUSB | June 30, 2025 | 63 | $2,904 | |
| MLI | Sept. 30, 2025 | 36 | $2,861 | -38.1% |
| NWG | June 30, 2025 | 240 | $2,861 | 31.3% |
| DGRO | March 31, 2026 | 41 | $2,847 | No longer tracked |
| THRO | March 31, 2026 | 72 | $2,777 | No longer tracked |
| EMXC | March 31, 2026 | 38 | $2,762 | |
| CRS | June 30, 2025 | 15 | $2,718 | 77.5% |
| WDS | Dec. 31, 2025 | 180 | $2,709 | 56.1% |
| EBAY | March 31, 2026 | 31 | $2,701 | 14.3% |
| FIX | Sept. 30, 2025 | 5 | $2,682 | 104.0% |
| CHTR | June 30, 2026 | 12 | $2,591 | 3.5% |
| FSS | Sept. 30, 2025 | 23 | $2,448 | 2.3% |
| VTWO | Dec. 31, 2025 | 25 | $2,446 | |
| LW | Dec. 31, 2025 | 41 | $2,382 | 27.4% |
| REGN | June 30, 2026 | 3 | $2,318 | 34.4% |
| SPSC | March 31, 2025 | 12 | $2,208 | -40.5% |
| FUN | March 31, 2025 | 44 | $2,121 | -52.6% |
| GKOS | March 31, 2025 | 14 | $2,100 | 87.8% |
| FNDE | June 30, 2025 | 68 | $2,095 | No longer tracked |
| EXPD | June 30, 2025 | 17 | $2,045 | 65.1% |
| CASY | Sept. 30, 2025 | 4 | $2,042 | 48.3% |
| SPXC | Sept. 30, 2025 | 12 | $2,013 | 10.8% |
| MINT | March 31, 2026 | 20 | $2,007 | No longer tracked |
| TLT | June 30, 2025 | 22 | $2,003 | |
| FNDF | June 30, 2025 | 55 | $1,988 | No longer tracked |
| CW | Sept. 30, 2025 | 4 | $1,955 | 20.3% |
| FNDA | June 30, 2025 | 70 | $1,918 | No longer tracked |
| MBB | March 31, 2026 | 20 | $1,905 | |
| BINC | March 31, 2026 | 36 | $1,900 | No longer tracked |
| MTUM | March 31, 2026 | 7 | $1,753 | No longer tracked |
| GPI | Sept. 30, 2025 | 4 | $1,747 | -38.9% |
| LLYVKXXXX | Dec. 31, 2025 | 18 | $1,746 | No longer tracked |
| CVCO | Sept. 30, 2025 | 4 | $1,738 | -0.2% |
| ITA | March 31, 2026 | 8 | $1,718 | No longer tracked |
| BMI | Sept. 30, 2025 | 7 | $1,715 | -28.0% |
| CORT | Sept. 30, 2025 | 23 | $1,689 | 47.6% |
| LII | June 30, 2025 | 3 | $1,683 | -29.2% |
| NATL | March 31, 2026 | 44 | $1,677 | 7.2% |
| CALY | June 30, 2026 | 120 | $1,666 | -15.0% |
| FTDR | Sept. 30, 2025 | 28 | $1,651 | 21.7% |
| AIT | Sept. 30, 2025 | 7 | $1,628 | 30.6% |
| MRP | March 31, 2026 | 52 | $1,554 | 9.5% |
| NBIX | March 31, 2025 | 11 | $1,502 | 39.3% |
| IAGG | March 31, 2026 | 30 | $1,501 | No longer tracked |
| EME | June 30, 2025 | 4 | $1,479 | 47.7% |
| MATX | Sept. 30, 2025 | 13 | $1,448 | 124.6% |
| MOGA | Sept. 30, 2025 | 8 | $1,448 | No longer tracked |
| HWKN | Sept. 30, 2025 | 10 | $1,421 | -34.2% |
| AWI | March 31, 2025 | 10 | $1,414 | 26.6% |
| CHPTXXXX | Sept. 30, 2025 | 2,000 | $1,407 | No longer tracked |
| M | June 30, 2025 | 111 | $1,395 | 95.4% |
| CURB | Dec. 31, 2025 | 62 | $1,383 | 28.2% |
| VIST | Dec. 31, 2025 | 40 | $1,376 | 45.5% |
| MMSI | June 30, 2025 | 13 | $1,375 | -3.9% |
| WSM | Sept. 30, 2025 | 8 | $1,307 | 21.0% |
| WY | Dec. 31, 2025 | 52 | $1,290 | 4.3% |
| IXN | June 30, 2025 | 17 | $1,288 | No longer tracked |
| ZM | June 30, 2025 | 17 | $1,255 | 35.8% |
| MARA | Sept. 30, 2025 | 79 | $1,239 | -33.1% |
| MEDP | June 30, 2025 | 4 | $1,219 | 94.1% |
| BOOT | March 31, 2025 | 8 | $1,215 | 55.4% |
| SCHE | June 30, 2025 | 44 | $1,214 | No longer tracked |
| IBP | June 30, 2025 | 7 | $1,201 | 36.5% |
| ANF | March 31, 2025 | 8 | $1,196 | 41.2% |
| ENSG | March 31, 2025 | 9 | $1,196 | 39.2% |
| GGG | March 31, 2025 | 14 | $1,181 | -2.6% |
| AX | June 30, 2025 | 18 | $1,162 | 27.7% |
| MSGS | March 31, 2025 | 5 | $1,129 | 103.7% |
| HLN | Dec. 31, 2025 | 125 | $1,122 | -1.9% |
| CTRE | March 31, 2025 | 41 | $1,110 | 39.0% |
| RPM | March 31, 2025 | 9 | $1,108 | -4.5% |
| CSL | March 31, 2025 | 3 | $1,107 | 6.0% |
| CALM | June 30, 2025 | 12 | $1,091 | -16.6% |
| AVAV | March 31, 2025 | 7 | $1,078 | 35.1% |
| FUN | March 31, 2026 | 70 | $1,074 | -4.7% |
| FELE | March 31, 2025 | 11 | $1,072 | 10.0% |
| GME | March 31, 2025 | 34 | $1,066 | -18.8% |
| ACIW | March 31, 2025 | 20 | $1,039 | -5.8% |
| DT | March 31, 2025 | 19 | $1,033 | 2.2% |
| SHYG | June 30, 2025 | 24 | $1,021 | No longer tracked |
| AAON | June 30, 2025 | 13 | $1,016 | 10.0% |
| TGTX | March 31, 2025 | 33 | $994 | 39.9% |
| PIPR | June 30, 2025 | 4 | $991 | 7.2% |
| FN | June 30, 2025 | 5 | $988 | 51.2% |
| CARG | March 31, 2025 | 27 | $987 | 26.4% |
| PSTG | March 31, 2025 | 16 | $983 | No longer tracked |
| RDNT | March 31, 2025 | 14 | $978 | 53.2% |
| BCC | March 31, 2025 | 8 | $951 | -16.2% |
| CNK | June 30, 2025 | 37 | $921 | 22.1% |
| WING | June 30, 2025 | 4 | $903 | -66.1% |
| EOG | June 30, 2025 | 7 | $898 | 27.7% |
| VYX | March 31, 2026 | 88 | $898 | 20.9% |
| SHAK | June 30, 2025 | 10 | $882 | -46.9% |
| FNDC | June 30, 2025 | 24 | $869 | No longer tracked |
| RIG | June 30, 2026 | 130 | $862 | 23.3% |
| SCHC | June 30, 2025 | 23 | $826 | No longer tracked |
| KLG | Sept. 30, 2025 | 50 | $797 | No longer tracked |
| SCHI | June 30, 2025 | 29 | $652 | No longer tracked |
| EBS | June 30, 2025 | 127 | $618 | -22.7% |
| ZOMDF | March 31, 2025 | 5,000 | $600 | No longer tracked |
| JD | March 31, 2025 | 15 | $521 | -28.8% |
| IIPR | Sept. 30, 2025 | 8 | $442 | 5.6% |
| VMBS | June 30, 2025 | 9 | $417 | |
| FOUR | March 31, 2025 | 4 | $416 | -42.2% |
| SCHH | June 30, 2025 | 19 | $409 | No longer tracked |
| MBB | Sept. 30, 2025 | 4 | $376 | |
| AB | March 31, 2025 | 10 | $371 | -5.5% |
| PCY | March 31, 2026 | 17 | $369 | No longer tracked |
| MICC | March 31, 2026 | 22 | $349 | 32.4% |
| WOLF | March 31, 2025 | 51 | $340 | |
| HAUZ | June 30, 2025 | 16 | $326 | No longer tracked |
| SITC | Dec. 31, 2025 | 31 | $280 | -53.0% |
| SCHP | March 31, 2026 | 10 | $265 | No longer tracked |
| BIDU | March 31, 2025 | 3 | $253 | 1.4% |
| UAA | June 30, 2026 | 40 | $237 | -16.7% |
| TSN | March 31, 2026 | 4 | $235 | -9.9% |
| NWL | March 31, 2026 | 58 | $216 | 69.7% |
| GSAT | March 31, 2026 | 3 | $184 | 23.4% |
| GEO | March 31, 2026 | 11 | $178 | 90.1% |
| METCB | June 30, 2026 | 17 | $174 | -22.6% |
| BBAX | Sept. 30, 2025 | 3 | $164 | No longer tracked |
| PATH | March 31, 2026 | 10 | $164 | 41.7% |
| GLIBK | Dec. 31, 2025 | 4 | $150 | -30.1% |
| REAL | March 31, 2025 | 13 | $143 | 109.9% |
| CRON | March 31, 2026 | 50 | $132 | 29.5% |
| GOVT | Sept. 30, 2025 | 5 | $115 | No longer tracked |
| JBLU | March 31, 2026 | 25 | $114 | 8.4% |
| UNIT | March 31, 2026 | 15 | $106 | 6.4% |
| OLN | March 31, 2026 | 5 | $105 | -37.0% |
| VC | March 31, 2026 | 1 | $96 | 18.1% |
| LCIDXXXX | Sept. 30, 2025 | 40 | $85 | No longer tracked |
| ET | March 31, 2026 | 5 | $83 | 10.1% |
| KSS | March 31, 2026 | 4 | $82 | 36.6% |
| VNQI | June 30, 2025 | 2 | $81 | |
| GLIBA | Dec. 31, 2025 | 2 | $76 | -28.4% |
| MSS | March 31, 2025 | 62 | $76 | 41.7% |
| VSME | March 31, 2025 | 55 | $72 | 20.1% |
| CC | March 31, 2026 | 6 | $71 | -27.6% |
| NKLAQ | March 31, 2025 | 44 | $53 | No longer tracked |
| OLPX | March 31, 2025 | 27 | $47 | No longer tracked |
| ACIC | March 31, 2025 | 2 | $27 | -20.9% |
| APVO | March 31, 2025 | 5 | $22 | -87.8% |
| LUMN | March 31, 2025 | 4 | $22 | 53.4% |
| XHG | March 31, 2025 | 3 | $3 | -71.4% |
| AMC | March 31, 2026 | 1 | $2 | 155.6% |