Kayne Anderson Rudnick Investment Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Kayne Anderson Rudnick Investment Management LLC reported 1,029 stock positions worth $41.0 billion. Its top holding was Primerica (PRI) at 2.3% of the portfolio, followed by Teledyne Technologies (TDY, 2.1%) and Interactive Brokers Gro Class A (IBKR, 2.0%). Compared with Q2 2025, it opened 23 new positions, sold out of 79, added to 247 and reduced 398. The biggest buy was a new position in Installed Building Products (IBP) and the biggest sale Clearwater Analytics HDS-A (CWAN, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001021223
- Portfolio Value
- $41.0B (Q3 2025)
- SEC Filing
- 0001398344-25-020865 ↗ filed Nov 13, 2025
Holdings Value
Holdings 1,029 stocks · $41.0B
| PRI Primerica Inc. | 2.30% | 3,399,600 | $943.7M | Reduce -2.4% |
| TDY Teledyne Technologies Inc. | 2.05% | 1,435,411 | $841.2M | Reduce -2.4% |
| IBKR Interactive Brokers Gro Class A | 2.04% | 12,174,526 | $837.7M | Reduce -2.5% |
| LPLA LPL Financial Holdings Inc. | 2.01% | 2,482,615 | $825.9M | Reduce -2.9% |
| ALLE Allegion PLC | 1.89% | 4,380,779 | $776.9M | Reduce -2.3% |
| EFX Equifax Inc. | 1.89% | 3,016,929 | $773.9M | Reduce -2.2% |
| BSY Bentley Systems Inc. Class B | 1.86% | 14,859,216 | $765.0M | Reduce -2.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.77% | 9,494,438 | $727.5M | Reduce -14.4% |
| SSD Simpson Manufacturing Co. Inc. | 1.77% | 4,329,709 | $725.1M | Reduce -4.8% |
| POOL Pool Corp. | 1.67% | 2,214,119 | $686.5M | Add +0.2% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 1.66% | 4,585,344 | $682.9M | Reduce -2.6% |
| WTS Watts Water Technologies-A | 1.58% | 2,324,468 | $649.2M | Reduce -2.4% |
| WSO Watsco Inc. | 1.52% | 1,546,404 | $625.2M | Add +0.9% |
| ZWS Zurn Elkay Water Solutions C | 1.50% | 13,119,769 | $617.0M | Reduce -2.5% |
| TTC Toro Co. | 1.47% | 7,901,875 | $602.1M | Reduce -1.9% |
| HLI Houlihan Lokey Inc. | 1.46% | 2,921,874 | $599.9M | Reduce -2.8% |
| RBC RBC Bearings Inc. | 1.43% | 1,501,216 | $585.9M | Reduce -2.9% |
| ROL Rollins Inc. | 1.41% | 9,830,814 | $577.5M | Reduce -2.8% |
| OLED Universal Display Corp. | 1.40% | 4,004,805 | $575.2M | Reduce -9.1% |
| NDSN Nordson Corp. | 1.36% | 2,462,878 | $559.0M | Reduce -2.4% |
| LII Lennox International Inc. | 1.36% | 1,052,673 | $557.2M | Reduce -5.5% |
| FCN Fti Consulting Inc. | 1.29% | 3,283,122 | $530.7M | Reduce -2.1% |
| THO Thor Industries Inc. | 1.29% | 5,105,709 | $529.4M | Reduce -2.0% |
| OLLI Ollie's Bargain Outlet Holdi | 1.29% | 4,115,146 | $528.4M | Reduce -7.5% |
| COO The Cooper Cos Inc. | 1.26% | 7,550,246 | $517.6M | Reduce -3.9% |
| GOLF Acushnet Holdings Corp. | 1.25% | 6,554,653 | $514.5M | Reduce -2.6% |
| EME Emcor Group Inc. | 1.25% | 791,170 | $513.9M | Reduce -39.4% |
| LSTR Landstar System Inc. | 1.17% | 3,924,944 | $481.0M | Reduce -1.5% |
| ULS Ul Solutions Inc. Class A | 1.12% | 6,507,258 | $461.1M | Reduce -2.3% |
| MC Moelis & Co. Class A | 1.12% | 6,457,415 | $460.5M | Reduce -4.6% |
| ZBRA Zebra Technologies Corp. Class A | 1.05% | 1,444,131 | $429.1M | Reduce -2.6% |
| IBP Installed Building Products | 1.04% | 1,725,204 | $425.5M | New |
| CRVL Corvel Corp. | 1.03% | 5,452,165 | $422.1M | Reduce -1.9% |
| TRMB Trimble Inc. | 1.00% | 5,014,686 | $409.4M | Add +951.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.97% | 4,253,583 | $396.6M | Reduce -1.4% |
| CHH Choice Hotels Intl Inc. | 0.96% | 3,702,970 | $395.9M | Reduce -6.3% |
| GGG Graco Inc. | 0.94% | 4,551,102 | $386.7M | Reduce -2.5% |
| HLNE Hamilton Lane Inc. Class A | 0.93% | 2,845,307 | $383.5M | Reduce -0.9% |
| KAI Kadant Inc. | 0.93% | 1,278,092 | $380.3M | Reduce -2.2% |
| SITE Siteone Landscape Supply Inc. | 0.92% | 2,936,291 | $378.2M | Reduce -2.1% |
| RLI Rli Corp. | 0.90% | 5,666,064 | $369.5M | Reduce -1.5% |
| SAIA Saia Inc. | 0.88% | 1,211,589 | $362.7M | Add +0.0% |
| BANF Bancfirst Corp. | 0.88% | 2,851,029 | $360.5M | Add +11.9% |
| FHB First Hawaiian Inc. | 0.83% | 13,701,816 | $340.2M | Reduce -1.6% |
| BFAM Bright Horizons Family Solut | 0.82% | 3,084,045 | $334.8M | Reduce -2.7% |
| UFPI Ufp Industries Inc. | 0.81% | 3,572,594 | $334.0M | Reduce -2.1% |
| MPWR Monolithic Power Systems Inc. | 0.80% | 355,363 | $327.2M | Reduce -2.4% |
| HEI.A Heico Corp. Class A | 0.77% | 1,242,975 | $315.8M | Reduce -4.9% |
| EXPO Exponent Inc. | 0.76% | 4,489,747 | $311.9M | Reduce -6.3% |
| FICO Fair Isaac Corp. | 0.76% | 208,270 | $311.7M | Reduce -7.2% |
| FDS Factset Research Systems Inc. | 0.72% | 1,037,716 | $297.3M | Reduce -2.9% |
| AME Ametek Inc. | 0.70% | 1,529,768 | $287.6M | Add +0.7% |
| ROAD Construction Partners Inc. Class A | 0.69% | 2,237,929 | $284.2M | Reduce -12.4% |
| WST West Pharmaceutical Services | 0.66% | 1,038,094 | $272.3M | Reduce -1.3% |
| APAM Artisan Partners Asset Ma -A | 0.65% | 6,177,483 | $268.1M | Reduce -3.0% |
| APH Amphenol Corp. Class A | 0.64% | 2,118,518 | $262.2M | Reduce -17.4% |
| DCI Donaldson Co. Inc. | 0.64% | 3,200,023 | $261.9M | Reduce -2.4% |
| AWI Armstrong World Industries | 0.61% | 1,282,786 | $251.4M | Reduce -2.7% |
| MANH Manhattan Associates Inc. | 0.61% | 1,225,940 | $251.3M | Reduce -2.1% |
| CHE Chemed Corp. | 0.60% | 546,619 | $244.7M | Reduce -7.3% |
| TTAN Servicetitan Inc. Class A | 0.55% | 2,243,683 | $226.2M | Reduce -1.9% |
| WAB Wabtec Corp. | 0.54% | 1,112,385 | $223.0M | Reduce -1.5% |
| LCII Lci Industries | 0.49% | 2,171,816 | $202.3M | Reduce -2.2% |
| BR Broadridge Financial Solutio | 0.48% | 827,025 | $197.0M | Reduce -4.2% |
| DPZ Domino's Pizza Inc. | 0.48% | 456,261 | $197.0M | Add +11.6% |
| PNR Pentair PLC | 0.48% | 1,774,482 | $196.5M | Reduce -1.2% |
| NCNO Ncino Inc. | 0.46% | 7,013,354 | $190.1M | Reduce -6.3% |
| EPAC Enerpac Tool Group Corp. | 0.46% | 4,606,826 | $188.9M | Reduce -0.8% |
| RYAN Ryan Specialty Holdings Inc. | 0.44% | 3,216,578 | $181.3M | Reduce -5.4% |
| NVDA Nvidia Corp. | 0.44% | 963,807 | $179.8M | Add +2.8% |
| MORN Morningstar Inc. | 0.43% | 765,463 | $177.6M | Reduce -9.8% |
| IVV iShares Core S&P 500 ETF | 0.43% | 264,924 | $177.4M | Add +0.0% |
| WMS Advanced Drainage Systems Inc. | 0.43% | 1,258,264 | $174.5M | Reduce -1.6% |
| APPF Appfolio Inc. Class A | 0.41% | 615,626 | $169.7M | Reduce -10.3% |
| JBTM JBT Marel Corp. | 0.41% | 1,184,968 | $166.4M | Reduce -2.3% |
| MSCI MSCI Inc. | 0.39% | 281,033 | $159.5M | Add +0.7% |
| VRSK Verisk Analytics Inc. | 0.39% | 630,401 | $158.6M | Reduce -0.5% |
| GSHD Goosehead Insurance Inc. Class A | 0.39% | 2,126,300 | $158.2M | Reduce -8.5% |
| ROST Ross Stores Inc. | 0.38% | 1,031,114 | $157.1M | Reduce -17.6% |
| SFBS Servisfirst Bancshares Inc. | 0.38% | 1,935,710 | $155.9M | Reduce -9.4% |
| MDY State Street SPDR S&P Midcap | 0.34% | 236,837 | $141.2M | Add +93.4% |
| CAKE The Cheesecake Factory Inc. | 0.34% | 2,573,150 | $140.6M | Reduce -2.7% |
| HWKN Hawkins Inc. | 0.34% | 769,199 | $140.5M | Add +7556.0% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.34% | 2,114,368 | $138.8M | Reduce -1.9% |
| PBH Prestige Consumer Healthcare | 0.34% | 2,213,889 | $138.1M | Add +26.6% |
| DFH Dream Finders Homes Inc. Class A | 0.34% | 5,310,374 | $137.6M | Reduce -10.4% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.34% | 2,319,689 | $137.5M | Reduce -0.7% |
| TFIN Triumph Financial Inc. | 0.33% | 2,723,729 | $136.3M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.33% | 185,095 | $135.9M | Add +3.7% |
| AAON Aaon Inc. | 0.33% | 1,446,976 | $135.2M | Reduce -10.8% |
| ODFL Old Dominion Freight Line | 0.32% | 938,393 | $132.1M | Reduce -3.2% |
| KNSL Kinsale Capital Group Inc. | 0.31% | 301,728 | $128.3M | Add +26.5% |
| HLMN Hillman Solutions Corp. | 0.31% | 13,730,000 | $126.0M | Add +4.6% |
| FFIN First Finl Bankshares Inc. | 0.29% | 3,477,070 | $117.0M | Add +6.7% |
| USPH U.S. Physical Therapy Inc. | 0.28% | 1,353,357 | $115.0M | Reduce -9.0% |
| OS Onestream Inc. | 0.28% | 6,211,980 | $114.5M | Reduce -9.7% |
| EVTC Evertec Inc. | 0.28% | 3,367,415 | $113.8M | Reduce -2.0% |
| BRO Brown & Brown Inc. | 0.28% | 1,204,130 | $112.9M | Reduce -2.5% |
| WDFC WD-40 Co. | 0.27% | 553,249 | $109.3M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 0.26% | 494,068 | $108.5M | Reduce -1.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $255 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 10 | $255 | No change |
Lines left out (8) · $527 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ULTA Ulta Beauty Inc. | COM | 0 | $257 |
| RRX Regal Rexnord Corp. | COM | 0 | $108 |
| CAR Avis Budget Group Inc. | COM | 0 | $82 |
| NTR Nutrien Ltd. | COM | 0 | $24 |
| ALSN Allison Transmission Holding | COM | 0 | $21 |
| EMBJ Embraer SA-Spon ADR | SPONSORED ADS | 0 | $15 |
| GFL GFL Environmental Inc.-Sub VT | SUB VTG SHS | 0 | $13 |
| ELAN Elanco Animal Health Inc. | COM | 0 | $7 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $41.0B.
Portfolio Sells Q2 2025 → Q3 2025
| CWAN Clearwater Analytics HDS-A | Reduce -99.9% | 0.00% | −0.51 |
| FDS Factset Research Systems Inc. | Reduce -2.9% | 0.72% | −0.42 |
| EME Emcor Group Inc. | Reduce -39.4% | 1.25% | −0.41 |
| JKHY Jack Henry & Associates Inc. | Reduce -2.6% | 1.66% | −0.36 |
| CRVL Corvel Corp. | Reduce -1.9% | 1.03% | −0.33 |
| LPLA LPL Financial Holdings Inc. | Reduce -2.9% | 2.01% | −0.28 |
| CHH Choice Hotels Intl Inc. | Reduce -6.3% | 0.96% | −0.23 |
| OLED Universal Display Corp. | Reduce -9.1% | 1.40% | −0.22 |
| FICO Fair Isaac Corp. | Reduce -7.2% | 0.76% | −0.22 |
| MORN Morningstar Inc. | Reduce -9.8% | 0.43% | −0.20 |
| GSHD Goosehead Insurance Inc. Class A | Reduce -8.5% | 0.39% | −0.20 |
| OS Onestream Inc. | Reduce -9.7% | 0.28% | −0.19 |
| WRB WR Berkley Corp. | Reduce -14.4% | 1.77% | −0.17 |
| LII Lennox International Inc. | Reduce -5.5% | 1.36% | −0.17 |
| LSTR Landstar System Inc. | Reduce -1.5% | 1.17% | −0.15 |
| BJ Bj's Wholesale Club Holdings | Reduce -1.4% | 0.97% | −0.14 |
| ROP Roper Technologies Inc. | Reduce -89.9% | 0.01% | −0.14 |
| ALGN Align Technology Inc. | Reduce -4.3% | 0.24% | −0.13 |
| SPSC SPS Commerce Inc. | Reduce -33.5% | 0.14% | −0.13 |
| ACN Accenture PLC Class A | Reduce -94.0% | 0.01% | −0.13 |
| BFAM Bright Horizons Family Solut | Reduce -2.7% | 0.82% | −0.12 |
| DAVA Endava PLC- Spon ADR | Reduce -8.0% | 0.14% | −0.11 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -7.5% | 1.29% | −0.11 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -5.4% | 0.44% | −0.11 |
| IT Gartner Inc. | Reduce -29.8% | 0.10% | −0.11 |
| BSY Bentley Systems Inc. Class B | Reduce -2.3% | 1.86% | −0.09 |
| EXPO Exponent Inc. | Reduce -6.3% | 0.76% | −0.09 |
| RLI Rli Corp. | Reduce -1.5% | 0.90% | −0.09 |
| CHE Chemed Corp. | Reduce -7.3% | 0.60% | −0.09 |
| VRSK Verisk Analytics Inc. | Reduce -0.5% | 0.39% | −0.08 |
| COO The Cooper Cos Inc. | Reduce -3.9% | 1.26% | −0.07 |
| KAI Kadant Inc. | Reduce -2.2% | 0.93% | −0.06 |
| ABNB Airbnb Inc. Class A | Reduce -99.5% | 0.00% | −0.06 |
| RVLV Revolve Group Inc. Class A | Reduce -25.8% | 0.23% | −0.06 |
| ODFL Old Dominion Freight Line | Reduce -3.2% | 0.32% | −0.05 |
| CAKE The Cheesecake Factory Inc. | Reduce -2.7% | 0.34% | −0.05 |
| UFPI Ufp Industries Inc. | Reduce -2.1% | 0.81% | −0.05 |
| BRO Brown & Brown Inc. | Reduce -2.5% | 0.28% | −0.05 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -2.6% | 1.05% | −0.04 |
| BMI Badger Meter Inc. | Reduce -0.7% | 0.13% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -6.4% | 0.25% | −0.04 |
| FIZZ National Beverage Corp. | Reduce -3.5% | 0.22% | −0.04 |
| TFIN Triumph Financial Inc. | Reduce -4.3% | 0.33% | −0.04 |
| AIN Albany Intl Corp. Class A | Reduce -4.8% | 0.12% | −0.04 |
| VERX Vertex Inc. Class A | Reduce -8.2% | 0.08% | −0.04 |
| WDFC WD-40 Co. | Reduce -1.9% | 0.27% | −0.04 |
| CELH Celsius Holdings Inc. | Reduce -34.0% | 0.20% | −0.04 |
| HLNE Hamilton Lane Inc. Class A | Reduce -0.9% | 0.93% | −0.04 |
| HEI.A Heico Corp. Class A | Reduce -4.9% | 0.77% | −0.04 |
| NOVT Novanta Inc. | Reduce -11.5% | 0.09% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| IBP Installed Building Products | New | 1.04% | +1.04 |
| TRMB Trimble Inc. | Add +951.9% | 1.00% | +0.91 |
| HWKN Hawkins Inc. | Add +7556.0% | 0.34% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +166.6% | 0.26% | +0.19 |
| MDY State Street SPDR S&P Midcap | Add +93.4% | 0.34% | +0.18 |
| POOL Pool Corp. | Add +0.2% | 1.67% | +0.14 |
| BANF Bancfirst Corp. | Add +11.9% | 0.88% | +0.13 |
| FIX Comfort Systems USA Inc. | New | 0.10% | +0.10 |
| SAIA Saia Inc. | Add +0.0% | 0.88% | +0.09 |
| NVDA Nvidia Corp. | Add +2.8% | 0.44% | +0.08 |
| HLMN Hillman Solutions Corp. | Add +4.6% | 0.31% | +0.08 |
| RDDT Reddit Inc. Class A | New | 0.06% | +0.06 |
| IDXX Idexx Laboratories Inc. | Add +17.3% | 0.20% | +0.06 |
| AME Ametek Inc. | Add +0.7% | 0.70% | +0.04 |
| BLD Topbuild Corp. | Add +60.1% | 0.09% | +0.04 |
| AAPL Apple Inc. | Add +8.3% | 0.15% | +0.04 |
| DPZ Domino's Pizza Inc. | Add +11.6% | 0.48% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 0.43% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +152.9% | 0.06% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +38.0% | 0.09% | +0.04 |
| KNSL Kinsale Capital Group Inc. | Add +26.5% | 0.31% | +0.04 |
| IWN iShares Russell 2000 Value E | Add +51.1% | 0.09% | +0.04 |
| MUSA Murphy USA Inc. | Add +28662.0% | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +17.7% | 0.16% | +0.03 |
| CSW CSW Industrials Inc. | Add +30.8% | 0.24% | +0.03 |
| BZ Kanzhun Ltd. - ADR | Add +9.7% | 0.08% | +0.03 |
| VMC Vulcan Materials Co. | Add +29.4% | 0.06% | +0.02 |
| LLY Eli Lilly & Co. | Add +12.6% | 0.18% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +16.4% | 0.10% | +0.02 |
| META Meta Platforms Inc. Class A | Add +3.7% | 0.33% | +0.02 |
| VEEV Veeva Systems Inc. Class A | Add +674.3% | 0.02% | +0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +20.1% | 0.06% | +0.01 |
| TJX TJX Companies Inc. | Add +1.3% | 0.08% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +11.0% | 0.07% | +0.01 |
| GNTX Gentex Corp. | Add +5.3% | 0.05% | +0.01 |
| PNC PNC Financial Services Group | Add +0.4% | 0.12% | +0.01 |
| AMAT Applied Materials Inc. | Add +37.0% | 0.03% | +0.01 |
| ETN Eaton Corp. PLC | Add +9.3% | 0.07% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Add +36.8% | 0.02% | +0.01 |
| CGIE Cap Group Intl Equity | Add +71.8% | 0.02% | +0.01 |
| GPZ Vaneck Alt Asset Manager ETF | New | 0.01% | +0.01 |
| WM Waste Management Inc. | Add +11.3% | 0.08% | +0.01 |
| INTA Intapp Inc. | New | 0.01% | +0.01 |
| TBBB BBB Foods Inc. Class A | Add +26.6% | 0.03% | +0.01 |
| LAMR Lamar Advertising Co. Class A | Add +2.6% | 0.11% | +0.01 |
| MASI Masimo Corp. | Add +335040.0% | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +7.8% | 0.02% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +31.4% | 0.03% | +0.01 |
| FFIN First Finl Bankshares Inc. | Add +6.7% | 0.29% | +0.01 |
| WMT Walmart Inc. | Add +8.2% | 0.03% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| ULTA Ulta Beauty Inc. | COM | Reduce -100.0% | 0 | $257 |
| RRX Regal Rexnord Corp. | COM | Reduce -100.0% | 0 | $108 |
| CAR Avis Budget Group Inc. | COM | Reduce -100.0% | 0 | $82 |
| TRNO Terreno Realty Corp. | COM | Sold out | 0 | $43before exit |
| NTR Nutrien Ltd. | COM | Reduce -100.0% | 0 | $24 |
| ALSN Allison Transmission Holding | COM | Reduce -100.0% | 0 | $21 |
| EMBJ Embraer SA-Spon ADR | SPONSORED ADS | Reduce -100.0% | 0 | $15 |
| GFL GFL Environmental Inc.-Sub VT | SUB VTG SHS | Reduce -100.0% | 0 | $13 |
| ELAN Elanco Animal Health Inc. | COM | Reduce -100.0% | 0 | $7 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 963 | $32.2B | PRI, RBC, WTS, SSD, JKHY |
| Q1 2026 | 953 | $34.0B | JKHY, PRI, TTC, TDY, RBC |
| Q4 2025 | 1,007 | $37.3B | JKHY, LPLA, PRI, IBKR, TDY |
| Q3 2025 | 1,029 | $41.0B | PRI, TDY, IBKR, LPLA, ALLE |
| Q2 2025 | 1,092 | $41.9B | LPLA, PRI, JKHY, BSY, WRB |
| Q1 2025 | 962 | $40.9B | PRI, LPLA, JKHY, WRB, WSO |
| Q4 2024Amended | 984 | $43.5B | LII, PRI, AZPN, LPLA, EFX |
| Q3 2024 | 978 | $45.3B | EME, LII, AZPN, PRI, EFX |
| Q2 2024 | 994 | $41.0B | EME, LII, PRI, AZPN, BSY |
| Q1 2024 | 952 | $43.1B | EME, SSD, PRI, AZPN, POOL |