HIGHLAND CAPITAL MANAGEMENT, LLC
CIK 860486 · View on SEC EDGAR ↗
- Portfolio value
- $2.2B
- Positions
- 411
- As of
- June 30, 2026
Portfolio value QoQ: +15.0% 13F does not disclose cash
- Top 10 holdings weight
- 34.33%
- Top 25 holdings weight
- 50.17%
- Positions above 1%
- 16
- Effective number of positions
- 59.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.79% Est. buys $158,187,045 · sells $196,471,037
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 63.8% still held
- New positions
- 53
- Increased
- 107
- Decreased
- 202
- Closed
- 58
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- 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.
Performance vs S&P 500
Annualized: +24.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 86.8% · Options excluded: 0.0%
Sector breakdown
Full portfolio 411 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MU Micron Technology, Inc. - Common Stock | $126,654,403 | 5.83% | 109,725 | $81,269,375 | Down ×6 | ||
| AAPL Apple Inc. - Common Stock | $108,996,776 | 5.02% | 376,682 | $9,227,380 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $98,751,123 | 4.55% | 264,734 | $-7,910,228 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $77,336,587 | 3.56% | 204,730 | $10,858,857 | Down ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $75,023,345 | 3.45% | 374,948 | $13,705,177 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $69,538,484 | 3.20% | 194,584 | $17,679,626 | Up ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $53,881,772 | 2.48% | 152,497 | $14,083,599 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $49,304,476 | 2.27% | 150,626 | $2,703,434 | Down ×1 | ||
| IVV | $49,080,759 | 2.26% | 65,538 | $3,831,191 | Down ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $37,044,948 | 1.71% | 155,429 | $-5,479,412 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $36,452,530 | 1.68% | 36,043 | $5,678,473 | Down ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $33,994,308 | 1.57% | 36,339 | $-3,824,317 | Down ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $29,998,531 | 1.38% | 233,452 | $1,416,043 | Down ×4 | ||
| C Citigroup, Inc. Common Stock | $29,012,920 | 1.34% | 207,294 | $4,632,017 | Down ×2 | ||
| IWF | $24,936,417 | 1.15% | 200,825 | $4,433,743 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $22,128,197 | 1.02% | 39,284 | $-2,660,316 | Down ×3 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $20,529,387 | 0.95% | 68,916 | $13,597,373 | Down ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $20,307,155 | 0.93% | 26,610 | $7,513,419 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $19,765,940 | 0.91% | 77,383 | $8,722,729 | Down ×1 | ||
| V Visa Inc. | $19,160,941 | 0.88% | 55,848 | $1,784,932 | Down ×2 | ||
| RTX RTX Corporation Common Stock | $18,654,254 | 0.86% | 98,320 | $-909,664 | Down ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $18,651,356 | 0.86% | 158,789 | $6,260,236 | Down ×6 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $17,361,887 | 0.80% | 34,630 | $470,678 | Up ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $17,173,331 | 0.79% | 77,887 | $-1,774,366 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $15,891,455 | 0.73% | 62,572 | $554,653 | Down ×1 | ||
| CARR Carrier Global Corporation Common Stock | $15,581,322 | 0.72% | 212,424 | $3,205,652 | Down ×6 | ||
| GEV GE Vernova Inc. Common Stock | $15,080,502 | 0.69% | 12,836 | $2,699,289 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $14,925,933 | 0.69% | 261,950 | $2,039,237 | Down ×3 | ||
| NEM Newmont Corporation | $14,627,090 | 0.67% | 156,607 | $-2,438,362 | Down ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $14,469,861 | 0.67% | 13,588 | $5,694,875 | Up ×1 | ||
| IEFA | $13,751,930 | 0.63% | 142,389 | $970,090 | Up ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $13,608,756 | 0.63% | 18,900 | $1,855,885 | Down ×1 | ||
| BRKB | $13,459,991 | 0.62% | 26,899 | $351,954 | Down ×6 | ||
| LLY Eli Lilly and Company Common Stock | $13,110,969 | 0.60% | 10,931 | $7,028,530 | Up ×1 | ||
| VTI | $12,936,399 | 0.60% | 34,959 | $1,671,379 | Down ×1 | ||
| FDX FedEx Corporation Common Stock | $12,783,944 | 0.59% | 40,826 | $-3,376,077 | Down ×1 | ||
| TTWO Take-Two Interactive Software, Inc. - Common Stock | $11,756,559 | 0.54% | 47,030 | $1,082,869 | Down ×1 | ||
| COP ConocoPhillips Common Stock | $11,651,182 | 0.54% | 112,074 | $-2,679,705 | Up ×1 | ||
| BA Boeing Company (The) Common Stock | $11,104,045 | 0.51% | 51,296 | $1,085,273 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $11,101,198 | 0.51% | 75,704 | $-47,400 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $10,965,454 | 0.50% | 43,576 | $1,309,002 | Down ×2 | ||
| JLL Jones Lang LaSalle Incorporated Common Stock | $10,567,125 | 0.49% | 34,093 | $144,774 | Down ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $10,522,690 | 0.48% | 56,944 | $3,004,964 | Down ×5 | ||
| SPGI S&P Global Inc. Common Stock | $10,487,760 | 0.48% | 25,752 | $-124,898 | Up ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $10,368,526 | 0.48% | 143,688 | $1,687,438 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $10,017,025 | 0.46% | 88,443 | $-3,909,113 | Down ×1 | ||
| ROKU Roku, Inc. - Class A Common Stock | $9,901,323 | 0.46% | 71,676 | $3,083,952 | Down ×1 | ||
| AXP American Express Company Common Stock | $9,728,702 | 0.45% | 28,762 | $998,679 | Down ×3 | ||
| GPC Genuine Parts Company Common Stock | $9,707,276 | 0.45% | 82,279 | $2,075,087 | Up ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $9,705,844 | 0.45% | 16,708 | $6,779,097 | Up ×2 | ||
| GE GE Aerospace Common Stock | $9,495,498 | 0.44% | 25,407 | $2,451,985 | Up ×2 | ||
| FHN First Horizon Corporation Common Stock | $9,474,329 | 0.44% | 369,514 | $843,466 | Down ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $8,931,344 | 0.41% | 95,359 | $2,127,548 | Down ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $8,764,946 | 0.40% | 64,109 | $-2,205,484 | Down ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $8,743,556 | 0.40% | 20,519 | $1,375,912 | Down ×3 | ||
| WM Waste Management, Inc. Common Stock | $8,645,292 | 0.40% | 38,789 | $-259,760 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $8,563,901 | 0.39% | 19,763 | $3,851,202 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $8,491,493 | 0.39% | 20,189 | $628,981 | Down ×2 | ||
| TOL Toll Brothers, Inc. Common Stock | $8,044,742 | 0.37% | 48,830 | $1,363,171 | Down ×2 | ||
| SYF Synchrony Financial Common Stock | $8,037,572 | 0.37% | 105,688 | $506,874 | Down ×1 | ||
| TKR Timken Company (The) Common Stock | $7,966,442 | 0.37% | 54,820 | $2,441,126 | Down ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $7,913,958 | 0.36% | 10,946 | $4,675,498 | Up ×1 | ||
| VOT | $7,431,144 | 0.34% | 24,261 | $1,348,776 | Up ×1 | ||
| VBK | $7,324,971 | 0.34% | 20,030 | $1,348,582 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $7,307,607 | 0.34% | 17,582 | $4,676,119 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $7,244,516 | 0.33% | 53,505 | $-4,731,456 | Down ×1 | ||
| CMI Cummins Inc. Common Stock | $7,177,745 | 0.33% | 10,064 | $1,773,872 | Up ×1 | ||
| MS Morgan Stanley Common Stock | $7,094,818 | 0.33% | 33,940 | $1,492,855 | Down ×5 | ||
| IWB | $6,963,547 | 0.32% | 17,005 | $629,615 | Down ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $6,894,266 | 0.32% | 50,393 | $261,225 | Down ×4 | ||
| THC Tenet Healthcare Corporation Common Stock | $6,714,301 | 0.31% | 35,890 | Up ×1 | |||
| PFGC Performance Food Group Company Common Stock | $6,673,863 | 0.31% | 59,700 | $6,231,600 | Up ×2 | ||
| AWK American Water Works Company, Inc. Common Stock | $6,666,764 | 0.31% | 50,667 | $729,566 | Up ×1 | ||
| VLO Valero Energy Corporation Common Stock | $6,610,228 | 0.30% | 25,381 | $309,441 | Down ×1 | ||
| DVY iShares Select Dividend ETF | $6,530,995 | 0.30% | 41,785 | $264,892 | Up ×1 | ||
| AYI Acuity Inc. Common Stock | $6,433,353 | 0.30% | 17,080 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $6,362,627 | 0.29% | 38,385 | $-2,666,714 | Down ×1 | ||
| MAR Marriott International - Class A Common Stock | $6,336,348 | 0.29% | 17,098 | $360,452 | Down ×1 | ||
| EXP Eagle Materials Inc Common Stock | $6,140,250 | 0.28% | 27,290 | $937,953 | Down ×6 | ||
| VBR | $6,087,142 | 0.28% | 25,051 | $576,471 | Down ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5,988,250 | 0.28% | 12,539 | $1,750,695 | |||
| VEA | $5,880,405 | 0.27% | 82,532 | $558,945 | Down ×1 | ||
| ELAN Elanco Animal Health Incorporated Common Stock | $5,862,865 | 0.27% | 238,231 | Up ×1 | |||
| ULTA Ulta Beauty, Inc. - Common Stock | $5,855,524 | 0.27% | 12,984 | $-1,006,613 | Down ×6 | ||
| SBUX Starbucks Corporation - Common Stock | $5,854,280 | 0.27% | 57,288 | $570,768 | Down ×1 | ||
| COLB Columbia Banking System, Inc. - Common Stock | $5,727,495 | 0.26% | 178,705 | $703,279 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $5,619,349 | 0.26% | 18,625 | $2,637,719 | Up ×1 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $5,429,976 | 0.25% | 45,935 | $142,282 | Down ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $5,350,861 | 0.25% | 17,009 | $443,448 | Down ×4 | ||
| IWD | $5,338,559 | 0.25% | 22,021 | $632,918 | Down ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $5,303,012 | 0.24% | 20,368 | $3,961,138 | Up ×1 | ||
| TKO TKO Group Holdings, Inc. Class A Common Stock | $5,288,414 | 0.24% | 26,270 | $-1,397,292 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $5,271,677 | 0.24% | 41,647 | $-195,985 | Down ×6 | ||
| MCK McKesson Corporation Common Stock | $5,215,151 | 0.24% | 6,902 | $-763,621 | Down ×3 | ||
| MO Altria Group, Inc. | $5,172,671 | 0.24% | 71,893 | $412,802 | Down ×5 | ||
| INGR Ingredion Incorporated Common Stock | $5,160,748 | 0.24% | 54,490 | ||||
| NEE NextEra Energy, Inc. Common Stock | $5,076,353 | 0.23% | 57,837 | $-311,337 | Down ×6 | ||
| ALAB Astera Labs, Inc. - Common Stock | $5,059,634 | 0.23% | 10,475 | $4,599,314 | Up ×1 | ||
| CI The Cigna Group Common Stock | $5,028,679 | 0.23% | 18,241 | $144,487 | Down ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $4,966,628 | 0.23% | 20,780 | $-935,580 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| THC | $6,714,301 | 35,890 | 0.31% |
| AYI | $6,433,353 | 17,080 | 0.30% |
| ELAN | $5,862,865 | 238,231 | 0.27% |
| INGR | $5,160,748 | 54,490 | 0.24% |
| BKNG | $3,289,954 | 18,458 | 0.15% |
| Unknown issuer (CUSIP: 314352105) | $3,058,807 | 20,257 | 0.14% |
| SNOW | $2,847,091 | 11,187 | 0.13% |
| BK | $2,403,129 | 16,618 | 0.11% |
| COKE | $2,296,768 | 12,030 | 0.11% |
| DV | $2,213,701 | 204,216 | 0.10% |
| NXST | $2,114,148 | 11,838 | 0.10% |
| RBRK | $2,092,578 | 26,066 | 0.10% |
| PCTY | $1,864,711 | 17,839 | 0.09% |
| DAR | $1,713,266 | 31,367 | 0.08% |
| ET | $1,232,668 | 64,470 | 0.06% |
Top movers (QoQ)
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 |
|---|---|---|---|---|
| HLT | Sept. 30, 2025 | 26,113 | $6,954,936 | 27.4% |
| CSX | June 30, 2026 | 120,745 | $4,956,583 | 8.3% |
| ISRG | Sept. 30, 2025 | 6,447 | $3,503,364 | -16.5% |
| INTU | Sept. 30, 2025 | 4,421 | $3,482,112 | -47.2% |
| OLN | March 31, 2025 | 95,669 | $3,233,612 | -22.7% |
| BSX | June 30, 2026 | 50,000 | $3,137,500 | 15.8% |
| CHTR | Dec. 31, 2025 | 11,180 | $3,075,674 | -29.5% |
| RBLX | Dec. 31, 2025 | 21,228 | $2,940,503 | -52.0% |
| BFB | June 30, 2026 | 108,330 | $2,864,245 | No longer tracked |
| BKNG | Dec. 31, 2025 | 517 | $2,791,423 | -96.1% |
| DASH | Dec. 31, 2025 | 8,811 | $2,396,504 | -3.1% |
| AMT | March 31, 2026 | 13,452 | $2,361,768 | 2.4% |
| COR | March 31, 2026 | 6,952 | $2,348,038 | 0.9% |
| ORLY | Dec. 31, 2025 | 20,957 | $2,259,374 | -2.6% |
| AMT | Sept. 30, 2025 | 10,204 | $2,255,288 | -8.1% |
| SNOW | Dec. 31, 2025 | 9,715 | $2,191,218 | 44.0% |
| KKR | Sept. 30, 2025 | 16,340 | $2,173,710 | -16.4% |
| UI | Dec. 31, 2025 | 3,264 | $2,156,133 | -2.9% |
| SYK | Dec. 31, 2025 | 5,828 | $2,154,437 | -6.0% |
| SPOT | June 30, 2025 | 3,841 | $2,112,665 | -31.3% |
| MNST | March 31, 2026 | 27,348 | $2,096,771 | -34.3% |
| ZBRA | Sept. 30, 2025 | 6,795 | $2,095,306 | 21.1% |
| ALNY | Dec. 31, 2025 | 4,569 | $2,083,464 | -42.2% |
| ANET | June 30, 2026 | 16,965 | $2,082,963 | 10.9% |
| BMY | June 30, 2026 | 32,672 | $1,981,557 | 14.6% |
| AXON | Dec. 31, 2025 | 2,711 | $1,945,522 | 7.2% |
| APP | Sept. 30, 2025 | 5,532 | $1,936,643 | -58.2% |
| VST | March 31, 2025 | 14,021 | $1,933,075 | 18.5% |
| GILD | March 31, 2026 | 15,382 | $1,887,987 | 3.9% |
| VRT | March 31, 2025 | 16,559 | $1,881,268 | 266.0% |
| APP | June 30, 2026 | 4,579 | $1,822,442 | -41.6% |
| SPOT | June 30, 2026 | 3,716 | $1,801,926 | 14.8% |
| WDAY | June 30, 2026 | 13,864 | $1,801,211 | 59.6% |
| PSX | June 30, 2026 | 9,716 | $1,770,125 | 43.8% |
| TEAM | June 30, 2026 | 25,674 | $1,752,250 | 118.9% |
| FICO | Sept. 30, 2025 | 957 | $1,749,358 | -22.1% |
| EXPE | June 30, 2026 | 7,564 | $1,746,452 | 25.8% |
| AXON | March 31, 2025 | 2,915 | $1,732,443 | 15.8% |
| PEN | June 30, 2026 | 5,264 | $1,728,540 | 2.6% |
| HCA | June 30, 2026 | 3,644 | $1,724,487 | 6.6% |
| BK | March 31, 2026 | 14,696 | $1,706,059 | No longer tracked |
| CRM | June 30, 2026 | 8,991 | $1,678,350 | 31.2% |
| KNX | March 31, 2026 | 32,024 | $1,674,215 | 23.1% |
| AAON | Dec. 31, 2025 | 17,366 | $1,622,679 | 6.4% |
| SNOW | March 31, 2025 | 10,470 | $1,616,673 | 116.1% |
| FRHC | Dec. 31, 2025 | 9,349 | $1,609,243 | 38.2% |
| CAH | Sept. 30, 2025 | 9,419 | $1,582,392 | 46.9% |
| HEI | Sept. 30, 2025 | 4,736 | $1,553,408 | 9.5% |
| NOW | March 31, 2026 | 10,110 | $1,548,751 | 24.0% |
| FISV | June 30, 2025 | 6,983 | $1,542,056 | -70.1% |
| EXEL | Sept. 30, 2025 | 34,830 | $1,535,132 | 30.6% |
| FWONK | Sept. 30, 2025 | 14,506 | $1,515,877 | 0.0% |
| RDDT | Dec. 31, 2025 | 6,553 | $1,507,124 | -33.3% |
| IT | Dec. 31, 2025 | 5,715 | $1,502,302 | -23.5% |
| INSM | March 31, 2026 | 8,558 | $1,489,434 | -23.3% |
| CRM | Dec. 31, 2025 | 6,256 | $1,482,672 | -22.4% |
| PODD | Sept. 30, 2025 | 4,708 | $1,479,159 | -52.7% |
| SPOT | Dec. 31, 2025 | 2,075 | $1,448,350 | -9.2% |
| APPF | Dec. 31, 2025 | 5,204 | $1,434,535 | -7.5% |
| BRO | June 30, 2025 | 11,251 | $1,399,624 | -35.1% |
| IBKR | June 30, 2026 | 20,834 | $1,397,336 | 6.4% |
| PINS | June 30, 2025 | 44,853 | $1,390,443 | -35.7% |
| LVS | June 30, 2026 | 25,719 | $1,385,740 | 0.5% |
| OKTA | March 31, 2026 | 15,856 | $1,371,068 | 68.6% |
| GOLD | June 30, 2025 | 70,284 | $1,366,321 | 110.5% |
| DKNG | June 30, 2025 | 41,065 | $1,363,769 | -41.7% |
| LPX | Sept. 30, 2025 | 15,813 | $1,359,760 | -16.6% |
| CACC | June 30, 2025 | 2,630 | $1,358,000 | 18.6% |
| HLT | June 30, 2026 | 4,465 | $1,357,717 | 0.0% |
| LYV | Sept. 30, 2025 | 8,968 | $1,356,679 | 11.6% |
| AMLP | Dec. 31, 2025 | 28,861 | $1,354,447 | No longer tracked |
| GTLB | Dec. 31, 2025 | 29,957 | $1,350,462 | 8.9% |
| AMD | March 31, 2025 | 11,009 | $1,329,777 | 358.2% |
| NTNX | June 30, 2026 | 34,708 | $1,319,251 | 30.0% |
| GDDY | Sept. 30, 2025 | 7,252 | $1,305,795 | -29.9% |
| DOCS | June 30, 2025 | 22,328 | $1,295,694 | -58.4% |
| LSCC | June 30, 2025 | 24,328 | $1,276,004 | 141.3% |
| DUOL | Sept. 30, 2025 | 3,076 | $1,261,222 | -54.9% |
| MKSI | March 31, 2025 | 12,055 | $1,258,421 | 253.3% |
| HWM | March 31, 2025 | 11,457 | $1,253,052 | 112.7% |
| ELF | March 31, 2025 | 9,955 | $1,249,850 | 59.3% |
| ALB | June 30, 2025 | 17,330 | $1,248,107 | 126.9% |
| TOST | March 31, 2025 | 34,231 | $1,247,720 | 7.4% |
| TW | Sept. 30, 2025 | 8,484 | $1,242,058 | -4.1% |
| PANW | June 30, 2025 | 7,258 | $1,238,505 | 68.1% |
| EQH | June 30, 2025 | 23,722 | $1,235,679 | -12.2% |
| TT | March 31, 2025 | 3,333 | $1,231,044 | 35.0% |
| SPG | Sept. 30, 2025 | 7,438 | $1,195,733 | 17.1% |
| AMP | June 30, 2025 | 2,469 | $1,195,268 | 4.8% |
| SPG | March 31, 2025 | 6,909 | $1,189,799 | 32.3% |
| DKNG | Dec. 31, 2025 | 31,803 | $1,189,432 | -27.5% |
| LUV | June 30, 2026 | 31,316 | $1,176,542 | -21.5% |
| MDB | March 31, 2026 | 2,797 | $1,173,873 | 71.0% |
| CVNA | March 31, 2026 | 2,773 | $1,170,261 | -77.4% |
| LBRDK | June 30, 2025 | 13,674 | $1,162,974 | -60.9% |
| DOCU | March 31, 2026 | 16,909 | $1,156,576 | 28.5% |
| UI | June 30, 2026 | 1,439 | $1,137,227 | 0.6% |
| APLS | Dec. 31, 2025 | 50,133 | $1,134,510 | No longer tracked |
| JEPI | June 30, 2026 | 20,000 | $1,133,600 | No longer tracked |
| PANW | Dec. 31, 2025 | 5,334 | $1,086,109 | 86.8% |
| DECK | Sept. 30, 2025 | 10,384 | $1,070,279 | -11.4% |
| IRM | March 31, 2025 | 9,852 | $1,035,544 | 45.0% |
| IQV | Sept. 30, 2025 | 6,526 | $1,028,432 | 34.9% |
| JEF | June 30, 2025 | 19,015 | $1,018,634 | -4.1% |
| SRPT | June 30, 2026 | 46,153 | $1,004,289 | 8.8% |
| HALO | June 30, 2026 | 15,041 | $972,100 | 36.9% |
| IONS | June 30, 2026 | 12,819 | $962,579 | -24.5% |
| ET | Sept. 30, 2025 | 51,318 | $930,403 | 23.8% |
| KRE | June 30, 2026 | 14,015 | $913,077 | No longer tracked |
| CAVA | June 30, 2026 | 11,214 | $907,213 | -7.4% |
| BTI | Dec. 31, 2025 | 17,000 | $902,360 | 0.1% |
| HOOD | March 31, 2026 | 7,934 | $897,335 | 53.4% |
| TWLO | June 30, 2025 | 8,641 | $846,040 | 74.8% |
| AMGN | March 31, 2026 | 2,538 | $830,713 | 23.9% |
| RKLB | June 30, 2026 | 12,786 | $821,117 | -27.6% |
| TRGP | Sept. 30, 2025 | 4,546 | $791,368 | 82.7% |
| BP | March 31, 2026 | 22,543 | $782,918 | -3.8% |
| TJX | March 31, 2026 | 5,000 | $768,050 | -11.6% |
| BLK | June 30, 2025 | 793 | $750,559 | 10.3% |
| APO | March 31, 2025 | 4,497 | $742,725 | -3.9% |
| ASTS | June 30, 2026 | 8,932 | $740,195 | -23.4% |
| FOUR | March 31, 2025 | 6,181 | $641,464 | -42.2% |
| IBIT | Dec. 31, 2025 | 9,600 | $624,000 | |
| AAON | March 31, 2025 | 5,228 | $615,231 | 3.8% |
| TTMI | June 30, 2026 | 5,983 | $582,864 | -39.1% |
| EPP | March 31, 2026 | 11,468 | $578,770 | No longer tracked |
| GDMN | March 31, 2026 | 6,000 | $558,120 | No longer tracked |
| SLVR | March 31, 2026 | 10,000 | $558,000 | |
| COPX | March 31, 2026 | 7,600 | $545,604 | No longer tracked |
| ALV | Sept. 30, 2025 | 4,650 | $520,335 | 0.9% |
| WFRD | June 30, 2026 | 5,367 | $507,611 | 12.8% |
| BFH | March 31, 2026 | 6,825 | $505,255 | 39.6% |
| NOV | June 30, 2026 | 26,556 | $499,518 | 10.5% |
| IGV | June 30, 2026 | 6,000 | $480,300 | No longer tracked |
| ASGN | June 30, 2026 | 12,269 | $474,933 | No longer tracked |
| SANM | March 31, 2026 | 3,153 | $473,171 | 47.0% |
| ULXXXX | Dec. 31, 2025 | 7,901 | $468,371 | No longer tracked |
| AXS | Sept. 30, 2025 | 4,485 | $465,633 | 3.3% |
| PYPL | June 30, 2025 | 7,106 | $463,666 | -16.3% |
| LEG | June 30, 2026 | 46,458 | $459,005 | -19.6% |
| CWST | June 30, 2026 | 5,668 | $449,699 | -4.2% |
| VIAV | June 30, 2026 | 13,337 | $443,855 | -18.8% |
| HGV | June 30, 2026 | 11,066 | $432,902 | -13.9% |
| RDN | June 30, 2026 | 13,081 | $432,719 | -2.3% |
| SSRM | Dec. 31, 2025 | 17,359 | $423,907 | 71.7% |
| AMKR | March 31, 2026 | 10,682 | $421,725 | 13.0% |
| AHR | June 30, 2026 | 8,901 | $419,771 | 7.0% |
| ENVA | June 30, 2025 | 4,336 | $418,684 | 116.6% |
| IDCC | June 30, 2026 | 1,385 | $418,270 | 21.1% |
| ANF | March 31, 2025 | 2,694 | $402,672 | 41.2% |
| SKYW | Dec. 31, 2025 | 3,968 | $399,260 | 1.5% |
| SOFI | March 31, 2026 | 14,949 | $391,365 | 17.5% |
| CVI | Sept. 30, 2025 | 14,312 | $384,277 | 1.9% |
| LRN | Dec. 31, 2025 | 2,491 | $371,010 | 29.3% |
| BRKR | March 31, 2026 | 7,709 | $363,171 | 63.1% |
| KTOS | June 30, 2026 | 5,117 | $360,800 | 16.7% |
| PPC | June 30, 2026 | 9,268 | $349,960 | 11.0% |
| VYMI | March 31, 2026 | 3,775 | $339,760 | |
| BERY | June 30, 2025 | 4,844 | $338,160 | No longer tracked |
| WCC | Dec. 31, 2025 | 1,590 | $336,285 | 40.3% |
| VSAT | June 30, 2026 | 7,268 | $332,874 | -16.4% |
| TLN | June 30, 2026 | 1,031 | $329,126 | -17.9% |
| SLG | Dec. 31, 2025 | 5,496 | $328,716 | 27.3% |
| EMN | March 31, 2026 | 5,111 | $326,235 | -2.3% |
| QTWO | Sept. 30, 2025 | 3,458 | $323,634 | -12.7% |
| MATX | March 31, 2025 | 2,390 | $322,268 | 72.8% |
| FIX | March 31, 2025 | 757 | $321,013 | 422.3% |
| ST | Sept. 30, 2025 | 10,660 | $320,973 | 39.1% |
| RSI | Dec. 31, 2025 | 15,506 | $317,563 | 29.4% |
| EYE | June 30, 2026 | 12,100 | $313,390 | -3.8% |
| HON | June 30, 2026 | 1,386 | $313,278 | -1.9% |
| GIS | Sept. 30, 2025 | 5,856 | $303,399 | -22.0% |
| MKTX | Sept. 30, 2025 | 1,354 | $302,402 | -7.0% |
| COHR | June 30, 2026 | 1,267 | $301,812 | -23.7% |
| HII | June 30, 2026 | 788 | $299,361 | 8.9% |
| OC | Sept. 30, 2025 | 2,158 | $296,768 | 4.7% |
| FLR | Sept. 30, 2025 | 5,784 | $296,546 | 25.7% |
| VC | Sept. 30, 2025 | 3,168 | $295,574 | -10.2% |
| GWRE | Dec. 31, 2025 | 1,275 | $293,071 | -9.7% |
| REZI | Sept. 30, 2025 | 13,240 | $292,074 | -52.8% |
| BEN | Dec. 31, 2025 | 12,619 | $291,877 | 44.7% |
| CHX | June 30, 2025 | 9,785 | $291,593 | No longer tracked |
| VNOMXXXX | June 30, 2025 | 6,433 | $290,450 | No longer tracked |
| RGA | June 30, 2026 | 1,405 | $286,845 | 14.6% |
| DLB | June 30, 2025 | 3,566 | $286,385 | -13.2% |
| BCC | Dec. 31, 2025 | 3,654 | $282,527 | 11.6% |
| AFG | March 31, 2026 | 2,065 | $282,244 | 12.4% |
| TGNA | Sept. 30, 2025 | 16,840 | $282,238 | No longer tracked |
| WSO | June 30, 2025 | 554 | $281,598 | -28.3% |
| LIF | Dec. 31, 2025 | 2,637 | $280,313 | -30.1% |
| CVSA | Dec. 31, 2025 | 1,799 | $277,856 | 23.5% |
| DNOW | March 31, 2026 | 20,792 | $275,494 | 30.6% |
| HOUS | March 31, 2026 | 19,303 | $273,330 | No longer tracked |
| GPK | March 31, 2025 | 9,970 | $270,785 | -55.0% |
| CELH | June 30, 2026 | 7,630 | $270,712 | 10.4% |
| AMG | June 30, 2025 | 1,600 | $268,848 | 82.5% |
| INGR | March 31, 2025 | 1,924 | $264,665 | -20.6% |
| CIEN | March 31, 2026 | 1,124 | $262,870 | 2.9% |
| BHF | Dec. 31, 2025 | 4,856 | $257,756 | -17.7% |
| COMP | Dec. 31, 2025 | 32,046 | $257,329 | 10.6% |
| CSTM | June 30, 2025 | 25,439 | $256,680 | 105.4% |
| AFRM | Dec. 31, 2025 | 3,510 | $256,511 | 1.3% |
| TPH | March 31, 2026 | 8,135 | $256,008 | No longer tracked |
| YUM | June 30, 2026 | 1,644 | $255,609 | -6.0% |
| BHE | March 31, 2025 | 5,620 | $255,148 | 95.1% |
| LLYVKXXXX | Dec. 31, 2025 | 2,619 | $253,964 | No longer tracked |
| VYM | March 31, 2026 | 1,757 | $252,220 | No longer tracked |
| TOST | Sept. 30, 2025 | 5,683 | $251,700 | -2.4% |
| URBN | March 31, 2026 | 3,330 | $250,616 | 18.8% |
| GVA | Dec. 31, 2025 | 2,279 | $249,892 | 7.6% |
| TMDX | June 30, 2026 | 2,512 | $249,718 | 38.8% |
| EPR | March 31, 2025 | 5,610 | $248,411 | 16.0% |
| HST | June 30, 2025 | 17,198 | $244,384 | 50.9% |
| LULU | June 30, 2025 | 862 | $243,998 | -50.4% |
| SONO | March 31, 2025 | 16,166 | $243,137 | 48.0% |
| NEU | March 31, 2025 | 460 | $243,041 | 63.6% |
| STRL | March 31, 2025 | 1,438 | $242,231 | 362.6% |
| HOOD | March 31, 2025 | 6,488 | $241,743 | 155.4% |
| XMTR | June 30, 2026 | 5,860 | $239,322 | -15.1% |
| OPCH | March 31, 2025 | 10,271 | $238,287 | -32.0% |
| NFG | March 31, 2025 | 3,911 | $237,319 | 6.1% |
| REVG | March 31, 2026 | 3,891 | $236,612 | No longer tracked |
| MD | Dec. 31, 2025 | 13,983 | $234,215 | 22.3% |
| BROS | Sept. 30, 2025 | 3,409 | $233,073 | -6.0% |
| CWST | Dec. 31, 2025 | 2,445 | $231,982 | -5.2% |
| CRK | March 31, 2026 | 9,946 | $230,548 | -34.1% |
| ABG | June 30, 2026 | 1,175 | $229,607 | 4.9% |
| ARWR | March 31, 2026 | 3,453 | $229,245 | 40.7% |
| RGTI | March 31, 2025 | 15,000 | $228,900 | 110.1% |
| SNEX | Dec. 31, 2025 | 2,266 | $228,685 | -28.4% |
| VGK | Dec. 31, 2025 | 2,849 | $227,350 | No longer tracked |
| CVLT | Sept. 30, 2025 | 1,277 | $222,619 | -30.4% |
| NSA | Dec. 31, 2025 | 7,303 | $220,697 | No longer tracked |
| FLYW | March 31, 2025 | 10,694 | $220,510 | 96.4% |
| MLI | Sept. 30, 2025 | 2,766 | $219,814 | -38.1% |
| SCHG | March 31, 2026 | 6,700 | $218,554 | No longer tracked |
| ROOT | Dec. 31, 2025 | 2,437 | $218,136 | -20.9% |
| EHC | March 31, 2026 | 2,035 | $215,995 | 25.1% |
| JXN | June 30, 2025 | 2,573 | $215,566 | 48.2% |
| TDS | March 31, 2026 | 5,255 | $215,455 | -16.8% |
| PTGX | March 31, 2026 | 2,462 | $215,031 | 44.1% |
| ACI | Dec. 31, 2025 | 12,143 | $212,624 | -29.5% |
| AVDL | March 31, 2026 | 9,861 | $212,505 | No longer tracked |
| DXPE | Dec. 31, 2025 | 1,783 | $212,302 | 72.7% |
| TPH | March 31, 2025 | 5,852 | $212,194 | No longer tracked |
| PPC | March 31, 2025 | 4,635 | $210,383 | -42.8% |
| GEO | June 30, 2025 | 7,180 | $209,728 | 33.4% |
| ACIW | June 30, 2025 | 3,819 | $208,937 | 12.2% |
| CORT | Dec. 31, 2025 | 2,512 | $208,772 | 252.4% |
| WKC | March 31, 2026 | 8,893 | $208,363 | 56.9% |
| VIRT | Sept. 30, 2025 | 4,651 | $208,318 | 79.2% |
| CALX | March 31, 2026 | 3,930 | $208,015 | -18.1% |
| INTC | June 30, 2025 | 9,159 | $208,001 | 310.4% |
| TGTX | June 30, 2025 | 5,251 | $207,047 | 53.3% |
| TEL | June 30, 2026 | 984 | $205,676 | 0.6% |
| DRS | Sept. 30, 2025 | 4,425 | $205,674 | -9.3% |
| ARW | Dec. 31, 2025 | 1,697 | $205,337 | 89.7% |
| CPRI | March 31, 2025 | 9,750 | $205,335 | -29.5% |
| RDNT | June 30, 2025 | 4,128 | $205,244 | 33.8% |
| ABM | Sept. 30, 2025 | 4,338 | $204,797 | 2.2% |
| TDS | June 30, 2025 | 5,284 | $204,702 | -1.5% |
| SFM | Dec. 31, 2025 | 1,879 | $204,435 | 0.3% |
| AMLP | June 30, 2026 | 3,883 | $204,401 | No longer tracked |
| SO | Dec. 31, 2025 | 2,150 | $203,755 | 4.5% |
| ADT | March 31, 2025 | 29,453 | $203,520 | -9.3% |
| SCHG | March 31, 2025 | 7,300 | $203,451 | No longer tracked |
| KFY | March 31, 2025 | 2,978 | $200,866 | 25.3% |
| AMKR | March 31, 2025 | 7,814 | $200,742 | 181.9% |
| SLVM | Sept. 30, 2025 | 3,996 | $200,200 | -16.5% |
| CPRI | March 31, 2026 | 8,200 | $200,080 | -21.1% |
| DXC | June 30, 2026 | 15,597 | $196,054 | 20.5% |
| STNE | June 30, 2026 | 13,086 | $184,774 | -14.1% |
| AVPT | Dec. 31, 2025 | 11,781 | $176,833 | -6.7% |
| CDE | June 30, 2025 | 28,645 | $169,578 | 140.8% |
| DCH | March 31, 2025 | 28,185 | $164,319 | 61.9% |
| PCN | Sept. 30, 2025 | 11,640 | $147,712 | -12.9% |
| LC | June 30, 2025 | 13,841 | $142,839 | No longer tracked |
| NMRK | March 31, 2025 | 10,505 | $134,569 | 31.6% |
| F | Dec. 31, 2025 | 10,545 | $126,118 | 9.4% |
| BGC | March 31, 2025 | 13,637 | $123,551 | 26.9% |
| OGN | March 31, 2026 | 13,633 | $97,749 | 129.3% |
| IQ | March 31, 2026 | 11,400 | $21,888 | -20.7% |
| CLIR | March 31, 2026 | 32,454 | $18,048 | 2.8% |
| SPGC | March 31, 2025 | 16,960 | $7,122 | No longer tracked |