Legato Capital Management LLC

Name: Legato Capital Management LLC 13F holdings, Q1 2026
Creator: Legato Capital Management LLC
Published: 2026-05-14

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Legato Capital Management LLC reported 726 stock positions worth $1.1 billion. Its top holding was Argan (AGX) at 1.6% of the portfolio, followed by Apple (AAPL, 1.4%) and Broadcom (AVGO, 1.4%). Compared with Q4 2025, it opened 149 new positions, sold out of 173, added to 206 and reduced 295. The biggest buy was Sterling Infrastructure (STRL, shares +72%) and the biggest sale Mirion Technologies (MIR, shares −65%).

Most Recent 13F: Q2 2026
Location: San Francisco, CA
CIK: 0001442641
Portfolio Value: $1.1B (Q1 2026)
SEC Filing: 0001821268-26-000085 ↗ filed May 14, 2026

Holdings Value

Holdings 726 stocks · $1.1B


AGX Argan Inc.	1.64%	33,117	$18.0M	Reduce -15.8%
AAPL Apple Inc.	1.37%	59,228	$15.0M	Add +3.9%
AVGO Broadcom Inc.	1.36%	48,436	$15.0M	Add +10.2%
NVDA Nvidia Corp.	1.25%	78,859	$13.8M	Reduce -4.7%
SNEX Stonex Group Inc.	1.24%	168,304	$13.6M	Add +37.2%
IESC Ies Holdings Inc.	1.19%	27,456	$13.1M	Reduce -9.5%
VSEC Vse Corp.	1.04%	61,728	$11.4M	Reduce -4.1%
GOOGL Alphabet Inc. Class A	0.86%	32,804	$9.4M	Reduce -12.1%
STRL Sterling Infrastructure Inc.	0.80%	21,702	$8.8M	Add +72.4%
BGC BGC Group Inc. Class A	0.75%	844,728	$8.3M	Reduce -0.2%
AMZN Amazon.com Inc.	0.73%	38,636	$8.0M	Reduce -5.0%
TFIN Triumph Financial Inc.	0.72%	132,714	$7.9M	No change
MSFT Microsoft Corp.	0.71%	21,109	$7.8M	Reduce -11.0%
MOD Modine Manufacturing Co.	0.69%	35,224	$7.6M	Add +77.0%
KTOS Kratos Defense & Security	0.67%	104,195	$7.3M	Reduce -1.5%
LYTS Lsi Industries Inc.	0.67%	392,912	$7.3M	Reduce -0.3%
PLUS Eplus Inc.	0.65%	94,401	$7.1M	Add +4.0%
LINC Lincoln Educational Services	0.64%	173,558	$7.1M	Add +38.4%
UFPT Ufp Technologies Inc.	0.63%	35,721	$6.9M	Add +1.3%
NFLX Netflix Inc.	0.61%	70,277	$6.8M	Add +2.5%
INSM Insmed Inc.	0.59%	39,554	$6.5M	Reduce -1.1%
WINA Winmark Corp.	0.58%	14,915	$6.4M	No change
ADI Analog Devices Inc.	0.57%	19,765	$6.3M	Add +5.9%
BWXT BWX Technologies Inc.	0.57%	30,539	$6.2M	Reduce -5.2%
AGYS Agilysys Inc.	0.56%	85,875	$6.1M	Add +15.8%
TSLA Tesla Inc.	0.55%	16,357	$6.1M	Add +10.5%
NBBK NB Bancorp Inc.	0.53%	276,070	$5.8M	Add +61.1%
IIIV I3 Verticals Inc. Class A	0.50%	247,394	$5.5M	No change
AEIS Advanced Energy Industries	0.50%	16,920	$5.5M	Reduce -20.2%
DJCO Daily Journal Corp.	0.47%	10,679	$5.2M	Reduce -24.9%
CWCO Consolidated Water Co.-Ord SH	0.45%	150,335	$5.0M	No change
BMY Bristol-Myers Squibb Co.	0.45%	80,970	$4.9M	Reduce -18.7%
QCOM Qualcomm Inc.	0.44%	37,663	$4.9M	Add +7.8%
FN Fabrinet	0.44%	9,297	$4.8M	Add +28.6%
CRS Carpenter Technology	0.44%	12,252	$4.8M	Reduce -14.8%
COST Costco Wholesale Corp.	0.44%	4,799	$4.8M	Add +9.3%
REGN Regeneron Pharmaceuticals	0.42%	6,004	$4.6M	Reduce -31.8%
ODC Oil-Dri Corp. of America	0.42%	70,512	$4.6M	New
MELI MercadoLibre Inc.	0.42%	2,650	$4.6M	No change
JPM JPMorgan Chase & Co.	0.42%	15,565	$4.6M	Reduce -4.8%
CSCO Cisco Systems Inc.	0.41%	58,354	$4.5M	Add +9.4%
ROST Ross Stores Inc.	0.41%	20,900	$4.5M	Reduce -21.1%
LGND Ligand Pharmaceuticals	0.41%	22,378	$4.5M	Reduce -14.7%
ORCL Oracle Corp.	0.40%	29,634	$4.4M	Add +84.5%
VZ Verizon Communications Inc.	0.39%	85,821	$4.3M	Add +27.2%
C Citigroup Inc.	0.39%	37,979	$4.3M	Add +75.0%
BBIO Bridgebio Pharma Inc.	0.38%	56,326	$4.2M	Add +24.6%
OMC Omnicom Group	0.38%	55,205	$4.2M	Add +771.1%
SPOT Spotify Technology SA	0.38%	8,500	$4.1M	Add +6.3%
CLMB Climb Global Solutions Inc.	0.37%	207,864	$4.1M	Add +28.6%
HPE Hewlett Packard Enterprise	0.37%	172,000	$4.1M	Add +71.8%
MRK Merck & Co. Inc.	0.37%	33,924	$4.1M	Add +30.5%
PFE Pfizer Inc.	0.37%	144,782	$4.1M	Add +33.2%
KO The Coca-Cola Co.	0.37%	52,853	$4.0M	Add +38.4%
HD Home Depot Inc.	0.36%	12,000	$3.9M	Add +67.2%
CVX Chevron Corp.	0.36%	19,000	$3.9M	Add +26.7%
ISRG Intuitive Surgical Inc.	0.36%	8,500	$3.9M	No change
LLY Eli Lilly & Co.	0.35%	4,229	$3.9M	Add +24.2%
OKE Oneok Inc.	0.35%	43,000	$3.9M	Add +43.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.35%	79,472	$3.9M	Add +91.0%
TRIP Tripadvisor Inc.	0.35%	363,230	$3.9M	No change
MIRM Mirum Pharmaceuticals Inc.	0.35%	41,763	$3.9M	Reduce -5.3%
AMPX Amprius Technologies Inc.	0.35%	228,498	$3.9M	Add +11.7%
ES Eversource Energy	0.35%	55,000	$3.8M	New
TGT Target Corp.	0.34%	31,100	$3.8M	Add +30.2%
BBY Best Buy Co. Inc.	0.34%	58,655	$3.8M	Add +91.3%
KLAC KLA Corp.	0.34%	2,543	$3.7M	Add +42.0%
VIAV Viavi Solutions Inc.	0.34%	112,033	$3.7M	Reduce -19.0%
KEY Keycorp	0.34%	185,000	$3.7M	Add +55.1%
FSV Firstservice Corp.	0.34%	26,695	$3.7M	No change
AMGN Amgen Inc.	0.34%	10,479	$3.7M	Add +25.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.33%	15,100	$3.7M	Add +115.7%
CRWD CrowdStrike Holdings Inc. Class A	0.33%	9,346	$3.6M	Add +10.7%
PSX Phillips 66	0.33%	20,000	$3.6M	Add +54.6%
UPS United Parcel Service Class B	0.33%	37,000	$3.6M	Add +48.0%
RVMD Revolution Medicines Inc.	0.33%	37,394	$3.6M	Reduce -23.3%
TFC Truist Financial Corp.	0.33%	78,830	$3.6M	Add +66.9%
ROAD Construction Partners Inc. Class A	0.33%	32,593	$3.6M	Reduce -1.2%
DRS Leonardo DRS Inc.	0.33%	81,162	$3.6M	Reduce -1.4%
ON On Semiconductor	0.33%	58,350	$3.6M	No change
CECO Ceco Environmental Corp.	0.33%	60,626	$3.6M	Reduce -25.3%
PKG Packaging Corp. of America	0.33%	17,000	$3.6M	Add +72.4%
LSCC Lattice Semiconductor Corp.	0.33%	38,612	$3.6M	Add +55.2%
FCX Freeport-McMoran Inc.	0.32%	60,600	$3.6M	Add +22.1%
GHM Graham Corp.	0.32%	45,025	$3.6M	Reduce -10.9%
MCD McDonald's Corp.	0.32%	11,300	$3.5M	Add +61.4%
SWK Stanley Black & Decker Inc.	0.32%	48,800	$3.5M	Add +48.8%
LHX L3HARRIS Technologies Inc.	0.31%	10,000	$3.5M	Add +33.3%
NEE Nextera Energy Inc.	0.31%	37,000	$3.4M	Add +48.0%
DE Deere & Co.	0.31%	6,100	$3.4M	Reduce -17.8%
KNSA Kiniksa Pharmaceuticals Inte	0.31%	70,805	$3.4M	Add +12.2%
ONTO Onto Innovation Inc.	0.31%	16,425	$3.4M	Add +84.7%
LEN Lennar Corp. Class A	0.30%	38,000	$3.3M	Add +111.1%
SNPS Synopsys Inc.	0.30%	8,300	$3.3M	No change
COHU Cohu Inc.	0.29%	105,576	$3.2M	Reduce -0.8%
PL Planet Labs PBC	0.29%	115,488	$3.2M	Add +3.7%
UBER Uber Technologies Inc.	0.29%	44,430	$3.2M	Add +1416.4%
NYAX Nayax Ltd.	0.29%	56,567	$3.2M	Add +167.0%
MTSI Macom Technology Solutions H	0.28%	13,763	$3.1M	Reduce -9.3%
EMBJ Embraer SA-Spon ADR	0.28%	51,373	$3.0M	Reduce -1.0%
RBC RBC Bearings Inc.	0.28%	5,587	$3.0M	Reduce -0.8%
APH Amphenol Corp. Class A	0.28%	24,012	$3.0M	Add +22.7%
MTD Mettler-Toledo International	0.28%	2,400	$3.0M	Add +45.9%
TSEM Tower Semiconductor Ltd.	0.27%	17,171	$3.0M	Reduce -37.1%
ENSG The Ensign Group Inc.	0.27%	14,686	$3.0M	Add +118.2%
META Meta Platforms Inc. Class A	0.26%	5,016	$2.9M	Reduce -5.0%
SMTC Semtech Corp.	0.26%	36,852	$2.8M	Reduce -5.1%
ADUS Addus Homecare Corp.	0.26%	30,041	$2.8M	Add +95.7%
WTFC Wintrust Financial Corp.	0.25%	20,111	$2.8M	Reduce -1.0%
POWL Powell Industries Inc.	0.25%	5,126	$2.8M	Add +60.2%
SIGA Siga Technologies Inc.	0.25%	512,039	$2.7M	Reduce -11.8%
NET Cloudflare Inc. Class A	0.25%	13,238	$2.7M	Add +443.0%
NXT Nextpower Inc.	0.25%	22,551	$2.7M	Add +23.4%
SYM Symbotic Inc.	0.25%	51,000	$2.7M	No change
PATK Patrick Industries Inc.	0.24%	23,894	$2.7M	Reduce -9.0%
TFII Tfi International Inc. filed as TRANSFORCE INC	0.24%	24,236	$2.6M	Add +50.5%
FTAI Ftai Aviation Ltd.	0.24%	10,726	$2.6M	Reduce -2.1%
AXSM Axsome Therapeutics Inc.	0.24%	15,538	$2.6M	Add +61.4%
NOMD Nomad Foods Ltd.	0.24%	271,615	$2.6M	No change
CB Chubb Ltd.	0.24%	8,000	$2.6M	No change
DDOG Datadog Inc. Class A	0.24%	21,900	$2.6M	No change
BE Bloom Energy Corp. Class A	0.23%	19,047	$2.6M	Reduce -41.9%
SITM Sitime Corp.	0.23%	7,405	$2.6M	Reduce -24.4%
V Visa Inc. Class A	0.23%	8,456	$2.6M	Reduce -8.8%
FIVE Five Below	0.23%	11,185	$2.6M	Reduce -3.3%
BWAY Brainsway Ltd.-ADR	0.23%	192,150	$2.6M	Reduce -1.3%
ETN Eaton Corp. PLC	0.23%	7,104	$2.5M	Add +27.1%
WFC Wells Fargo & Co.	0.23%	11,837	$2.5M	Reduce -77.8%
APGE Apogee Therapeutics Inc.	0.23%	29,968	$2.5M	Add +121.2%
WHD Cactus Inc. Class A	0.23%	53,207	$2.5M	Add +2.1%
TTMI TTM Technologies	0.23%	25,698	$2.5M	Add +32.4%
SKT Tanger Inc.	0.23%	73,160	$2.5M	Reduce -13.2%
OII Oceaneering Intl Inc.	0.22%	69,328	$2.5M	Add +1.4%
WEC WEC Energy Group Inc.	0.22%	20,984	$2.4M	Add +27.3%
UCTT Ultra Clean Holdings Inc.	0.22%	38,911	$2.4M	Add +256.4%
PBH Prestige Consumer Healthcare	0.22%	40,644	$2.4M	Add +46.3%
STT State Street Corp.	0.22%	19,033	$2.4M	Add +147.9%
CENX Century Aluminum Company	0.22%	40,954	$2.4M	Reduce -0.1%
BTSG Brightspring Health Services	0.22%	56,180	$2.4M	No change
WLDN Willdan Group Inc.	0.22%	31,187	$2.4M	Add +6.2%
ILMN Illumina Inc.	0.22%	19,300	$2.4M	No change
HCSG Healthcare Services Group	0.22%	127,960	$2.4M	Reduce -6.9%
LOW Lowe's Cos Inc.	0.21%	9,800	$2.3M	Add +5.8%
LASR Nlight Inc.	0.21%	40,464	$2.3M	Add +5.2%
GSAT Globalstar Inc.	0.21%	34,657	$2.3M	Reduce -1.5%
ABBV Abbvie Inc.	0.21%	1,886	$2.3M	Reduce -77.3%
KNX Knight-Swift Transportation	0.21%	39,660	$2.3M	No change
BELFB Bel Fuse Inc. Class B	0.21%	11,514	$2.3M	Reduce -7.2%
HP Helmerich & Payne	0.21%	63,058	$2.3M	Reduce -17.1%
VEEV Veeva Systems Inc. Class A	0.21%	12,875	$2.3M	Add +26.2%
WMB Williams Cos Inc.	0.21%	31,016	$2.3M	Add +112.5%
KMT Kennametal Inc.	0.20%	62,294	$2.3M	Add +57.2%
JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC	0.20%	28,185	$2.2M	Add +12.5%
GRDN Guardian Phrmcy Services-A	0.20%	58,890	$2.2M	New
MA Mastercard Inc. Class A	0.20%	4,419	$2.2M	Reduce -19.8%
NUVL Nuvalent Inc. Class A	0.20%	21,500	$2.2M	Reduce -1.1%
SPHR Sphere Entertainment Co.	0.20%	18,571	$2.2M	Reduce -1.1%
CALY Callaway Golf Company	0.20%	156,542	$2.2M	New
RTX RTX Corp.	0.20%	11,253	$2.2M	Reduce -43.1%
ALNY Alnylam Pharmaceuticals Inc.	0.20%	6,514	$2.2M	New
PEP Pepsico Inc.	0.19%	13,786	$2.1M	Add +161.3%
XENE Xenon Pharmaceuticals Inc.	0.19%	36,641	$2.1M	Reduce -1.1%
ADPT Adaptive Biotechnologies	0.19%	152,339	$2.1M	Reduce -36.2%
MTZ Mastec Inc.	0.19%	6,414	$2.1M	Reduce -10.3%
TTI Tetra Technologies Inc.	0.19%	242,172	$2.1M	Reduce -1.4%
OSIS Osi Systems Inc.	0.19%	7,769	$2.1M	Reduce -27.9%
GRAL Grail Inc.	0.19%	39,400	$2.0M	Add +193.3%
PVLA Palvella Therapeutics Inc.	0.18%	16,023	$2.0M	Add +40.7%
REYN Reynolds Consumer Products I	0.18%	94,151	$2.0M	Reduce -13.0%
SITE Siteone Landscape Supply Inc.	0.18%	14,892	$2.0M	Add +250.7%
MSI Motorola Solutions Inc.	0.18%	4,493	$1.9M	Add +402.6%
RGEN Repligen Corp.	0.18%	16,500	$1.9M	Reduce -18.1%
DIOD Diodes Inc.	0.18%	28,378	$1.9M	Add +117.4%
NDAQ Nasdaq Inc.	0.18%	22,724	$1.9M	Add +48.4%
TVTX Travere Therapeutics Inc.	0.17%	64,110	$1.9M	Reduce -26.8%
TXN Texas Instruments Inc.	0.17%	9,688	$1.9M	Add +26.6%
POR Portland General Electric Co.	0.17%	35,617	$1.9M	Reduce -24.1%
ICE Intercontinental Exchange Inc.	0.17%	11,746	$1.8M	Add +28.0%
AWR American States Water Co. filed as AMER STATES WTR CO	0.17%	24,343	$1.8M	Add +158.1%
MITK Mitek Systems Inc.	0.17%	135,517	$1.8M	Add +187.2%
BVS Bioventus Inc. Class A	0.17%	200,336	$1.8M	Add +45.6%
SEI Solaris Energy Infrastructur	0.17%	32,095	$1.8M	Add +47.7%
MIR Mirion Technologies Inc.	0.16%	97,366	$1.8M	Reduce -64.8%
KRYS Krystal Biotech Inc.	0.16%	6,973	$1.8M	Add +264.5%
MAMA Mama's Creations Inc.	0.16%	117,404	$1.8M	Reduce -1.3%
EMR Emerson Electric Co.	0.16%	1,131	$1.8M	Reduce -89.5%
KRMN Karman Holdings Inc.	0.16%	22,240	$1.8M	Add +20.6%
DOCN Digitalocean Holdings Inc.	0.16%	20,705	$1.8M	Reduce -27.0%
INVX Innovex International Inc.	0.16%	71,052	$1.7M	Reduce -28.1%
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD	0.16%	50,716	$1.7M	Reduce -64.5%
RKLB Rocket Lab Corp.	0.16%	26,545	$1.7M	Reduce -11.4%
KVYO Klaviyo Inc. Class A	0.15%	84,785	$1.6M	Add +28.7%
RSI Rush Street Interactive Inc.	0.15%	74,293	$1.6M	Reduce -0.9%
BRC Brady Corporation Class A	0.15%	19,697	$1.6M	Reduce -40.7%
CRDO Credo Technology Group Holdi	0.14%	16,658	$1.6M	Reduce -33.9%
DY Dycom Industries Inc.	0.14%	4,615	$1.6M	Reduce -15.3%
ORN Orion Group Holdings Inc.	0.14%	143,016	$1.6M	Reduce -1.4%
ALNT Allient Inc.	0.14%	26,369	$1.6M	Add +9.9%
ADTN Adtran Holdings Inc.	0.14%	123,100	$1.5M	New
JOUT Johnson Outdoors Inc. Class A	0.14%	33,225	$1.5M	Add +77.4%
CAC Camden National Corp.	0.14%	32,272	$1.5M	Add +55.8%
WAY Waystar Holding Corp.	0.14%	62,650	$1.5M	New
BOOT Boot Barn Holdings Inc.	0.14%	10,235	$1.5M	Reduce -42.7%
AIP Arteris Inc.	0.14%	91,004	$1.5M	Reduce -1.4%
KWR Quaker Chemical Corporation	0.14%	12,027	$1.5M	Reduce -28.9%
SCL Stepan Co.	0.14%	29,855	$1.5M	Add +94.1%
IONS Ionis Pharmaceuticals Inc.	0.14%	19,840	$1.5M	Add +222.3%
ARLO Arlo Technologies Inc.	0.13%	103,464	$1.5M	Reduce -4.8%
MTDR Matador Resources Co.	0.13%	22,866	$1.4M	Add +144.1%
ALG Alamo Group Inc.	0.13%	8,734	$1.4M	Add +5.8%
MRCY Mercury Systems Inc.	0.13%	19,740	$1.4M	Reduce -52.3%
CXDO Crexendo Inc.	0.13%	232,576	$1.4M	Reduce -1.4%
PDFS PDF Solutions Inc.	0.13%	43,760	$1.4M	Reduce -18.3%
FROG Jfrog Ltd.	0.13%	30,460	$1.4M	Reduce -23.8%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC	0.13%	39,029	$1.4M	Reduce -25.2%
QCRH QCR Holdings Inc. filed as QCR HLDGS INC	0.13%	16,600	$1.4M	Reduce -13.4%
ECG Everus Construction Group	0.13%	11,984	$1.4M	Reduce -1.5%
EYE National Vision Holdings Inc.	0.13%	54,400	$1.4M	No change
THFF First Financial Corp.	0.13%	22,156	$1.4M	Reduce -7.2%
OLLI Ollie's Bargain Outlet Holdi	0.13%	15,180	$1.4M	Add +212.3%
HCI Hci Group Inc.	0.12%	8,804	$1.4M	Reduce -1.4%
AMSC American Superconductor Corp.	0.12%	40,121	$1.4M	Reduce -1.4%
XERS Xeris Biopharma Holdings Inc.	0.12%	234,144	$1.4M	Reduce -1.4%
EVR Evercore Inc. Class A	0.12%	4,535	$1.4M	Reduce -41.6%
ORA Ormat Technologies Inc.	0.12%	11,872	$1.3M	Reduce -0.5%
HTLD Heartland Express Inc.	0.12%	127,290	$1.3M	Add +76.2%
BNL Broadstone Net Lease Inc.	0.12%	72,037	$1.3M	Reduce -9.7%
ENVA Enova International Inc.	0.12%	9,645	$1.3M	Reduce -18.1%
SRCE 1ST Source Corp.	0.12%	18,892	$1.3M	Add +9.6%
FEIM Frequency Electronics Inc.	0.12%	29,118	$1.3M	Reduce -1.4%
MKSI MKS Inc.	0.12%	5,605	$1.3M	New
PKE Park Aerospace Corp.	0.12%	46,955	$1.3M	Reduce -1.4%
PIPR Piper Sandler Cos	0.12%	16,748	$1.3M	Reduce -66.5%
MCO Moody's Corp.	0.12%	2,931	$1.3M	Reduce -19.6%
NVMI Nova Ltd.	0.12%	2,912	$1.3M	Reduce -18.5%
THRM Gentherm Inc.	0.11%	44,906	$1.2M	Reduce -26.2%
LKQ LKQ Corp.	0.11%	42,455	$1.2M	Reduce -55.6%
AXGN Axogen Inc.	0.11%	37,505	$1.2M	Reduce -7.3%
ROIV Roivant Sciences Ltd.	0.11%	44,856	$1.2M	Reduce -1.1%
MG Mistras Group Inc.	0.11%	83,945	$1.2M	New
SANM Sanmina Corp.	0.11%	9,537	$1.2M	Add +16.1%
ELVN Enliven Therapeutics Inc.	0.11%	31,174	$1.2M	New
GS Goldman Sachs Group Inc.	0.11%	1,396	$1.2M	Reduce -68.2%
IDN Intellicheck Inc.	0.11%	168,038	$1.2M	Add +62.0%
AIR Aar Corp.	0.11%	10,717	$1.2M	Reduce -42.3%
ABVX Abivax SA-ADR	0.11%	10,533	$1.2M	Reduce -1.1%
FCFS Firstcash Holdings Inc.	0.11%	6,230	$1.2M	New
PTEN Patterson-Uti Energy Inc.	0.11%	106,750	$1.2M	New
III Information Services Group	0.10%	298,357	$1.1M	Add +23.6%
ATRO Astronics Corp.	0.10%	16,805	$1.1M	Add +149.0%
ATEN A10 Networks Inc.	0.10%	48,392	$1.1M	Reduce -39.6%
CAVA Cava Group Inc.	0.10%	13,790	$1.1M	New
DAKT Daktronics Inc.	0.10%	56,931	$1.1M	Reduce -1.4%
CPK Chesapeake Utilities Corp.	0.10%	8,796	$1.1M	Reduce -40.1%
ESE Esco Technologies Inc.	0.10%	3,938	$1.1M	Add +153.9%
ZETA Zeta Global Holdings Corp. Class A	0.10%	69,593	$1.1M	Reduce -42.4%
UTHR United Therapeutics Corp.	0.10%	1,864	$1.1M	Reduce -71.4%
SBUX Starbucks Corp.	0.10%	12,319	$1.1M	New
PLOW Douglas Dynamics Inc.	0.10%	26,197	$1.1M	Add +260.4%
FIGS Figs Inc. Class A	0.10%	74,150	$1.1M	New
AGIO Agios Pharmaceuticals Inc.	0.10%	32,373	$1.1M	New
JBTM JBT Marel Corp.	0.10%	8,498	$1.1M	Reduce -47.3%
ACIW Aci Worldwide Inc.	0.10%	26,492	$1.1M	Add +1.4%
J Jacobs Solutions Inc.	0.10%	8,504	$1.1M	Reduce -26.7%
UTI Universal Technical Institut	0.10%	29,975	$1.1M	New
EIG Employers Holdings Inc.	0.10%	26,201	$1.1M	Reduce -24.0%
GFF Griffon Corp.	0.10%	14,824	$1.1M	Reduce -1.4%
SYK Stryker Corp.	0.10%	3,270	$1.1M	Add +26.7%
AMTB Amerant Bancorp Inc.	0.10%	48,735	$1.1M	Reduce -1.4%
AVO Mission Produce Inc.	0.10%	77,985	$1.1M	New
BKSY Blacksky Technology Inc.	0.10%	42,588	$1.1M	Reduce -1.4%
SOPH Sophia Genetics SA	0.10%	216,341	$1.1M	New
PARR Par Pacific Holdings Inc.	0.10%	17,090	$1.1M	Reduce -29.8%
ARQT Arcutis Biotherapeutics Inc.	0.10%	45,350	$1.1M	Reduce -1.5%
IDYA Ideaya Biosciences Inc.	0.10%	32,042	$1.1M	Add +34.1%
SBCF Seacoast Banking Corp.	0.10%	35,162	$1.1M	Reduce -46.4%
VREX Varex Imaging Corp.	0.10%	100,324	$1.1M	Add +0.5%
OUST Ouster Inc.	0.10%	57,823	$1.1M	Reduce -1.4%
COMP Compass Inc. Class A	0.10%	144,720	$1.1M	New
GOOG Alphabet Inc. Class C	0.10%	3,681	$1.1M	No change
JJSF J & J Snack Foods Corp.	0.10%	13,272	$1.1M	Add +254.7%
DNTH Dianthus Therapeutics Inc.	0.10%	12,532	$1.1M	New
MTCH Match Group Inc.	0.10%	34,137	$1.0M	Reduce -53.7%
PUMP Propetro Holding Corp.	0.10%	72,735	$1.0M	New
LII Lennox International Inc.	0.10%	2,257	$1.0M	New
SYY Sysco Corp.	0.10%	14,684	$1.0M	Reduce -62.9%
SIMO Silicon Motion Technol-ADR	0.09%	9,270	$1.0M	New
HL Hecla Mining Co.	0.09%	55,672	$1.0M	New
APYX Apyx Medical Corp.	0.09%	280,889	$1.0M	New
LQDT Liquidity Services Inc.	0.09%	33,859	$1.0M	Reduce -1.4%
OCUL Ocular Therapeutix Inc.	0.09%	121,951	$1.0M	Reduce -1.4%
EXPE Expedia Group Inc.	0.09%	4,421	$1.0M	Reduce -62.7%
VMC Vulcan Materials Co.	0.09%	3,710	$1.0M	Add +17.2%
MGNI Magnite Inc.	0.09%	84,790	$1.0M	New
TXRH Texas Roadhouse Inc.	0.09%	6,099	$1.0M	Add +153.3%
PLXS Plexus Corp.	0.09%	4,928	$998K	Add +106.0%
MTX Minerals Technologies Inc.	0.09%	13,998	$993K	Add +72.3%
GAP The Gap Inc.	0.09%	40,819	$988K	New
SKYW Skywest Inc.	0.09%	10,709	$983K	Reduce -45.8%
RSKD Riskified Ltd. Class A	0.09%	250,271	$981K	New
ENS Enersys	0.09%	5,622	$977K	New
SNDX Syndax Pharmaceuticals Inc.	0.09%	41,376	$967K	New
CMCO Columbus McKinnon Corp.	0.09%	66,389	$965K	Reduce -1.4%
SHAK Shake Shack Inc. Class A	0.09%	10,860	$961K	New
TNDM Tandem Diabetes Care Inc.	0.09%	50,085	$960K	Reduce -31.0%
UBSI United Bankshares Inc.	0.09%	22,759	$943K	New
CDE Coeur Mining Inc.	0.09%	50,155	$941K	Add +36.4%
MASS 908 Devices Inc.	0.09%	153,450	$939K	Reduce -1.4%
HALO Halozyme Therapeutics Inc.	0.09%	14,460	$935K	New
ALSN Allison Transmission Holding	0.08%	7,965	$932K	Reduce -66.9%
DCBO Docebo Inc.	0.08%	53,232	$930K	Add +61.8%
LQDA Liquidia Corp.	0.08%	24,516	$925K	New
VSAT Viasat Inc.	0.08%	20,124	$922K	Add +22.1%
CR Crane Co.	0.08%	5,386	$921K	Reduce -1.0%
PRDO Perdoceo Education Corp.	0.08%	24,689	$919K	Add +51.0%
STXS Stereotaxis Inc.	0.08%	497,523	$915K	Reduce -1.4%
CHEF The Chefs' Warehouse Inc.	0.08%	15,325	$911K	New
NTCT Netscout Systems Inc.	0.08%	28,569	$908K	Add +59.8%
CMC Commercial Metals Co.	0.08%	14,645	$900K	New
NPCE Neuropace Inc.	0.08%	68,201	$897K	Reduce -1.4%
NVCR Novocure Ltd.	0.08%	82,128	$895K	New
MP MP Materials Corp.	0.08%	18,476	$892K	Reduce -30.1%
FRPT Freshpet Inc.	0.08%	15,055	$888K	New
PCRX Pacira Biosciences Inc.	0.08%	39,007	$882K	Reduce -17.3%
RAIL Freightcar America Inc.	0.08%	110,382	$880K	Reduce -1.4%
SSRM SSR Mining Inc.	0.08%	29,912	$879K	Add +13.7%
XZO Exzeo Group Inc.	0.08%	59,930	$879K	Reduce -1.5%
STBA S & T Bancorp Inc.	0.08%	20,812	$871K	Reduce -17.5%
VSH Vishay Intertechnology Inc.	0.08%	48,314	$870K	Add +312.2%
VLY Valley National Bancorp	0.08%	70,581	$867K	New
INFU Infusystem Holdings Inc.	0.08%	93,768	$865K	Reduce -1.4%
DFIN Donnelley Financial Solution	0.08%	18,310	$863K	Reduce -31.6%
PRG Prog Holdings Inc.	0.08%	29,919	$858K	Add +31.6%
COF Capital One Financial Corp.	0.08%	4,701	$858K	Reduce -62.9%
DAN Dana Inc.	0.08%	25,413	$855K	New
TXG 10X Genomics Inc. Class A	0.08%	40,264	$855K	New
INVE Inve Technologies Inc. filed as IDENTIV INC	0.08%	230,691	$854K	Reduce -1.4%
IDCC Interdigital Inc.	0.08%	2,811	$849K	New
CCK Crown Holdings Inc.	0.08%	8,454	$848K	Reduce -60.4%
CTSH Cognizant Tech Solutions-A	0.08%	13,758	$844K	Add +26.8%
DGII Digi International Inc.	0.08%	17,489	$843K	Add +0.3%
SAFT Safety Insurance Group Inc.	0.08%	11,583	$841K	Reduce -34.0%
HTFL Heartflow Inc.	0.08%	34,575	$841K	Add +113.7%
SIBN Si-Bone Inc.	0.08%	66,597	$841K	Reduce -24.8%
LAUR Laureate Education Inc.	0.08%	24,072	$839K	Add +47.6%
CI The Cigna Group	0.08%	3,144	$839K	Reduce -61.1%
FULT Fulton Financial Corp.	0.08%	41,191	$838K	Add +0.8%
BFH Bread Financial Holdings Inc.	0.08%	11,114	$832K	Add +44.9%
ASB Associated Banc-Corp.	0.08%	32,165	$832K	New
AVPT Avepoint Inc.	0.08%	87,456	$832K	Reduce -1.4%
BCRX Biocryst Pharmaceuticals Inc.	0.08%	87,010	$828K	Add +263.3%
TCBI Texas Capital Bancshares Inc.	0.07%	8,689	$824K	Add +42.3%
XPRO Expro Group Holdings NV	0.07%	47,310	$824K	Reduce -1.4%
TPC Tutor Perini Corp.	0.07%	10,560	$815K	Add +21.3%
AYI Acuity Inc.	0.07%	2,902	$813K	Reduce -62.9%
TEX Terex Corp.	0.07%	13,678	$808K	New
ACA Arcosa Inc.	0.07%	7,610	$808K	Add +46.5%
AX Axos Financial Inc.	0.07%	9,474	$806K	New
STRA Strategic Education Inc.	0.07%	9,633	$799K	Add +56.3%
AMBA Ambarella Inc.	0.07%	15,495	$798K	Reduce -1.4%
CCLD Carecloud Inc.	0.07%	218,433	$797K	Reduce -1.4%
VRT Vertiv Holdings Co. Class A	0.07%	3,146	$788K	No change
UVE Universal Insurance Holdings	0.07%	23,014	$786K	Reduce -68.0%
GBCI Glacier Bancorp Inc.	0.07%	17,412	$778K	Reduce -57.3%
FORM Formfactor Inc.	0.07%	8,010	$777K	New
AAOI Applied Optoelectronics Inc.	0.07%	9,144	$773K	New
GNTX Gentex Corp.	0.07%	35,391	$773K	Add +4.6%
UNFI United Natural Foods Inc.	0.07%	17,132	$772K	New
APEI American Public Education	0.07%	13,529	$770K	Add +11.9%
NOVT Novanta Inc.	0.07%	6,483	$766K	Reduce -1.4%
INTU Intuit Inc.	0.07%	1,770	$765K	Reduce -19.9%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP	0.07%	34,668	$759K	Reduce -1.4%
PAY Paymentus Holdings Inc. Class A	0.07%	29,829	$758K	Reduce -1.4%
NTAP Netapp Inc.	0.07%	7,397	$757K	Reduce -62.9%
GE General Electric filed as GE AEROSPACE	0.07%	2,666	$757K	Add +14.8%
RMBS Rambus Inc.	0.07%	8,791	$756K	Reduce -1.1%
LMAT Lemaitre Vascular Inc.	0.07%	6,922	$756K	No change
HE Hawaiian Electric Inds	0.07%	50,868	$755K	New
MTRN Materion Corp.	0.07%	5,206	$753K	New
EXTR Extreme Networks Inc.	0.07%	49,680	$749K	Reduce -1.4%
CYTK Cytokinetics Inc.	0.07%	11,334	$747K	Reduce -64.5%
SSNC Ss&c Technologies Holdings	0.07%	11,041	$746K	Reduce -50.3%
NMRK Newmark Group Inc. Class A	0.07%	49,593	$743K	Add +64.3%
URBN Urban Outfitters Inc.	0.07%	11,734	$743K	Reduce -16.6%
JNJ Johnson & Johnson	0.07%	3,006	$735K	Reduce -73.1%
UVSP Univest Financial Corp.	0.07%	21,389	$733K	Add +45.3%
LCII Lci Industries	0.07%	5,952	$732K	Add +36.4%
SIRI Sirius XM Holdings Inc.	0.07%	31,705	$732K	Reduce -62.9%
INDB Independent Bank Corp.	0.07%	9,724	$731K	Reduce -19.6%
BRK.B Berkshire Hathaway Inc. Class B	0.07%	1,524	$730K	Reduce -62.9%
U Unity Software Inc.	0.07%	33,261	$730K	New
SUPN Supernus Pharmaceuticals Inc.	0.07%	14,108	$729K	Reduce -3.5%
DLX Deluxe Corp.	0.07%	26,468	$729K	New
KE Kimball Electronics Inc.	0.07%	30,646	$726K	Add +86.1%
RUSHA Rush Enterprises Inc. Class A	0.07%	10,964	$725K	Add +53.5%
IBP Installed Building Products	0.07%	2,730	$724K	New
AEO American Eagle Outfitters	0.07%	43,282	$723K	Add +242.8%
YOU Clear Secure Inc. Class A	0.07%	14,895	$721K	Reduce -43.8%
AVAH Aveanna Healthcare Holdings	0.07%	111,636	$719K	Add +67.8%
FLY Firefly Aerospace Inc.	0.07%	25,210	$718K	New
PYPL PayPal Holdings Inc.	0.07%	15,808	$715K	Reduce -62.9%
MD Pediatrix Medical Group Inc.	0.06%	33,342	$713K	Reduce -27.8%
TRMK Trustmark Corp.	0.06%	16,879	$711K	New
HNGE Hinge Health Inc. Class A	0.06%	18,445	$711K	Add +21.7%
NNI Nelnet Inc. Class A	0.06%	5,510	$711K	Add +50.9%
ITRI Itron Inc.	0.06%	7,912	$709K	Add +56.7%
SON Sonoco Products Co.	0.06%	13,008	$704K	New
CSGS CSG Systems Intl Inc.	0.06%	8,796	$703K	Reduce -14.6%
HAFC Hanmi Financial Corporation	0.06%	26,593	$701K	Add +54.0%
FBP First Bancorp Puerto Rico	0.06%	32,575	$696K	New
TCMD Tactile Systems Technology I	0.06%	26,627	$696K	Add +53.7%
ADBE Adobe Inc.	0.06%	2,858	$695K	Reduce -64.8%
NWPX NWPX Infrastructure Inc.	0.06%	8,900	$693K	Add +15.2%
SRRK Scholar Rock Holding Corp.	0.06%	14,092	$693K	New
PRLB Proto Labs Inc.	0.06%	12,113	$691K	New
NAMS Newamsterdam Pharma Co. NV	0.06%	21,570	$690K	Reduce -74.3%
NFBK Northfield Bancorp Inc.	0.06%	50,915	$689K	New
SMBC Southern Missouri Bancorp	0.06%	10,728	$686K	New
NIC Nicolet Bankshares Inc.	0.06%	4,604	$684K	Add +25.3%
ELV Elevance Health Inc.	0.06%	2,331	$682K	Reduce -62.9%
KLIC Kulicke & Soffa Industries	0.06%	10,361	$681K	Reduce -70.3%
ASTE Astec Industries Inc.	0.06%	12,596	$678K	Reduce -46.2%
WASH Washington Trust Bancorp	0.06%	20,106	$673K	New
OFRM Once Upon A Farm PBC	0.06%	41,145	$673K	New
RVSB Riverview Bancorp Inc.	0.06%	122,188	$672K	Reduce -1.4%
WCC Wesco International Inc.	0.06%	2,456	$672K	Reduce -62.9%
WTTR Select Water Solutions Inc.	0.06%	43,859	$671K	No change
BCAL California Bancorp	0.06%	37,815	$670K	Add +177.0%
TDW Tidewater Inc.	0.06%	8,004	$669K	New
AMPH Amphastar Pharmaceuticals Inc.	0.06%	34,135	$669K	Add +28.4%
MWH Solv Energy Inc. Class A	0.06%	22,266	$669K	New
MZTI The Marzetti Company	0.06%	4,832	$668K	New
TARS Tarsus Pharmaceuticals Inc.	0.06%	9,465	$664K	Reduce -46.7%
SNA Snap-on Inc.	0.06%	1,825	$663K	New
GATX Gatx Corp.	0.06%	3,881	$663K	Reduce -1.1%
DVN Devon Energy Corp.	0.06%	13,153	$662K	Reduce -39.9%
RDVT Red Violet Inc.	0.06%	19,094	$661K	Reduce -1.4%
PHM Pultegroup Inc.	0.06%	5,613	$660K	New
HAPN Happen Inc.	0.06%	46,087	$660K	Reduce -53.4%
RM Regional Management Corp.	0.06%	20,437	$659K	Add +74.0%
UNH Unitedhealth Group Inc.	0.06%	2,435	$659K	Reduce -62.9%
CODA Coda Octopus Group Inc.	0.06%	58,212	$658K	New
MAS Masco Corp.	0.06%	10,877	$657K	Reduce -62.9%
LPTH Lightpath Technologies Inc. Class A	0.06%	65,294	$655K	New
ISTR Investar Holding Corp.	0.06%	24,000	$654K	Add +98.0%
PFS Provident Financial Services	0.06%	30,913	$654K	New
CWK Cushman & Wakefield Ltd.	0.06%	53,344	$654K	Reduce -51.0%
UNTY Unity Bancorp Inc.	0.06%	12,614	$654K	Add +45.8%
SLB SLB Ltd. filed as SLB LIMITED	0.06%	12,706	$653K	Reduce -39.9%
VSXY Victoria's Secret & Co.	0.06%	14,072	$652K	New
LFUS Littelfuse Inc.	0.06%	1,920	$652K	Reduce -14.0%
VERA Vera Therapeutics Inc.	0.06%	16,193	$651K	Reduce -34.5%
ORLY O'reilly Automotive Inc.	0.06%	7,036	$649K	Reduce -22.0%
DSGX The Descartes Systems Grp	0.06%	9,020	$645K	New
LAW CS Disco Inc.	0.06%	168,921	$645K	Reduce -1.4%
WFRD Weatherford International PL	0.06%	6,820	$645K	New
SFST Southern First Bancshares	0.06%	11,835	$645K	New
ZM Zoom Communications Inc.	0.06%	8,011	$644K	New
MCB Metropolitan Bank Holding Co.	0.06%	7,731	$644K	New
CMP Compass Minerals Internation	0.06%	27,485	$642K	New
MEC Mayville Engineering Co. Inc.	0.06%	35,698	$641K	New
LRCX Lam Research Corp.	0.06%	2,998	$641K	New
NRIM Northrim Bancorp Inc.	0.06%	27,994	$641K	Add +54.7%
CPF Central Pacific Financial Co.	0.06%	19,944	$637K	New
IRMD Iradimed Corp.	0.06%	6,613	$637K	Reduce -23.8%
BMI Badger Meter Inc.	0.06%	4,167	$635K	Add +18.0%
VVX V2X Inc.	0.06%	9,262	$634K	Add +11.5%
WERN Werner Enterprises Inc.	0.06%	21,555	$634K	Reduce -24.8%
FET Forum Energy Technologies Inc.	0.06%	10,804	$634K	New
UPWK Upwork Inc.	0.06%	57,814	$634K	Add +31.2%
AMRX Amneal Pharmaceuticals Inc.	0.06%	50,845	$632K	New
ALHC Alignment Healthcare Inc.	0.06%	35,850	$632K	New
RRBI Red River Bancshares Inc.	0.06%	6,967	$630K	Add +8.7%
AROW Arrow Financial Corp.	0.06%	18,726	$629K	Add +24.2%
PRIM Primoris Services Corp.	0.06%	4,379	$626K	Add +28.9%
AWI Armstrong World Industries	0.06%	3,788	$624K	Add +55.9%
MEDP Medpace Holdings Inc.	0.06%	1,300	$624K	Add +71.7%
RPID Rapid Micro Biosystems Inc. Class A	0.06%	274,924	$624K	Add +1772.3%
COGT Cogent Biosciences Inc.	0.06%	16,198	$623K	Reduce -50.5%
SAIA Saia Inc.	0.06%	1,759	$618K	New
CPRX Catalyst Pharmaceuticals Inc.	0.06%	24,889	$616K	Reduce -57.6%
INDV Indivior Pharmaceuticals Inc.	0.06%	20,214	$616K	Add +55.0%
LIND Lindblad Expeditions Holding	0.06%	35,512	$614K	New
CAT Caterpillar Inc.	0.06%	864	$612K	Reduce -7.5%
GVA Granite Construction Inc.	0.06%	5,085	$610K	Add +27.9%
GENC Gencor Industries Inc.	0.06%	40,578	$609K	Reduce -1.4%
OSG Octave Specialty Group Inc.	0.06%	130,760	$608K	Reduce -1.4%
DBX Dropbox Inc. Class A	0.06%	26,738	$607K	Reduce -67.5%
DOX Amdocs Ltd.	0.06%	9,292	$606K	Reduce -67.2%
TILE Interface Inc.	0.06%	24,249	$604K	New
SONO Sonos Inc.	0.06%	45,095	$604K	New
GMED Globus Medical Inc. Class A	0.06%	7,009	$604K	Reduce -69.8%
ACI Albertsons Cos Inc. Class A	0.05%	35,423	$604K	Reduce -60.6%
LSTR Landstar System Inc.	0.05%	3,742	$600K	Reduce -61.5%
CCS Century Communities Inc.	0.05%	10,446	$599K	Add +17.4%
VST Vistra Corp.	0.05%	3,974	$597K	Reduce -25.8%
BLDR Builders Firstsource Inc.	0.05%	7,256	$597K	Reduce -68.6%
BDSX Biodesix Inc.	0.05%	41,174	$597K	New
AMBP Ardagh Metal Packaging SA	0.05%	147,030	$595K	New
ATMU Atmus Filtration Technologie	0.05%	10,483	$595K	Add +24.0%
JOBY Joby Aviation Inc.	0.05%	71,757	$593K	Reduce -1.1%
ECHO Echostar Corp. Class A	0.05%	5,062	$593K	New
STRT Strattec Security Corp.	0.05%	7,525	$590K	Add +24.3%
GILD Gilead Sciences Inc.	0.05%	4,216	$588K	Reduce -39.9%
BWMN Bowman Consulting Group Ltd.	0.05%	20,647	$587K	Add +63.4%
CF CF Industries Holdings Inc.	0.05%	4,510	$586K	Reduce -39.9%
FBIZ First Business Financial Ser	0.05%	10,847	$585K	Add +29.1%
TCBX Third Coast Bancshares Inc.	0.05%	15,317	$579K	Reduce -12.6%
EGAN Egain Corp.	0.05%	73,244	$578K	Add +72.3%
FLS Flowserve Corp.	0.05%	7,844	$577K	New
AXP American Express Co.	0.05%	1,904	$576K	Reduce -39.9%
CURI Curiositystream Inc.	0.05%	194,505	$576K	Reduce -1.4%
SBH Sally Beauty Holdings Inc.	0.05%	41,281	$572K	Add +31.5%
INSG Inseego Corp.	0.05%	51,123	$568K	New
LGCY Legacy Education Inc.	0.05%	45,061	$564K	New
LTRX Lantronix Inc.	0.05%	106,911	$560K	New
LNG Cheniere Energy Inc.	0.05%	1,965	$558K	Reduce -39.9%
USPH U.S. Physical Therapy Inc.	0.05%	7,435	$557K	Reduce -66.4%
AIN Albany Intl Corp. Class A	0.05%	10,552	$551K	No change
IRWD Ironwood Pharmaceuticals Inc.	0.05%	156,059	$548K	New
UEC Uranium Energy Corp.	0.05%	40,313	$544K	Reduce -49.3%
INNV Innovage Holding Corp.	0.05%	67,819	$544K	New
APAM Artisan Partners Asset Ma -A	0.05%	14,891	$542K	Add +33.3%
FOR Forestar Group Inc.	0.05%	22,160	$542K	Add +26.2%
NBR Nabors Industries Ltd.	0.05%	6,270	$540K	New
LAD Lithia Motors Inc.	0.05%	2,117	$529K	No change
GDDY GoDaddy Inc. Class A	0.05%	6,361	$526K	Add +147.3%
TBPH Theravance Biopharma Inc.	0.05%	32,137	$522K	Add +22.9%
EOG EOG Resources Inc.	0.05%	3,590	$519K	Reduce -39.9%
EVER Everquote Inc. Class A	0.05%	33,485	$516K	Reduce -61.4%
UFPI Ufp Industries Inc.	0.05%	5,596	$516K	Reduce -58.4%
AMCX AMC Global Media Inc. filed as AMC NETWORKS INC	0.05%	75,750	$514K	New
EYPT Eyepoint Inc.	0.05%	39,875	$514K	Reduce -1.4%
XPO Xpo Inc.	0.05%	2,639	$513K	Reduce -13.7%
DORM Dorman Products Inc.	0.05%	4,917	$513K	Reduce -61.4%
CRGO Freightos Ltd.	0.05%	311,444	$511K	Add +54.3%
CRAI Cra International Inc.	0.05%	3,153	$510K	Add +16.8%
PACS Pacs Group Inc.	0.05%	15,682	$504K	New
EXLS Exlservice Holdings Inc.	0.05%	16,492	$502K	Reduce -62.6%
WRBY Warby Parker Inc. Class A	0.04%	23,130	$487K	New
IBEX Ibex Ltd.	0.04%	18,075	$485K	Reduce -1.4%
BWFG Bankwell Financial Group Inc.	0.04%	9,981	$484K	Add +3.2%
TGTX TG Therapeutics Inc.	0.04%	14,437	$480K	New
LOPE Grand Canyon Education Inc.	0.04%	2,801	$476K	Add +35.0%
ALLT Allot Ltd.	0.04%	70,559	$470K	New
EPAM Epam Systems Inc.	0.04%	3,438	$466K	No change
WCN Waste Connections Inc.	0.04%	2,854	$464K	No change
FFIN First Finl Bankshares Inc.	0.04%	15,677	$462K	No change
WSM Williams-Sonoma Inc.	0.04%	2,520	$459K	Reduce -39.9%
SYF Synchrony Financial	0.04%	6,690	$455K	Reduce -39.9%
LRN Stride Inc.	0.04%	5,150	$454K	Reduce -14.0%
WSBC Wesbanco Inc.	0.04%	13,076	$451K	Reduce -71.1%
RCKY Rocky Brands Inc.	0.04%	11,497	$445K	New
CNO Cno Financial Group Inc.	0.04%	10,841	$445K	Reduce -21.2%
ANET Arista Networks Inc.	0.04%	3,623	$445K	No change
PFG Principal Financial Group	0.04%	4,909	$442K	Reduce -39.9%
PLD Prologis Inc.	0.04%	3,335	$441K	No change
MAR Marriott International Class A	0.04%	1,341	$439K	New
CELC Celcuity Inc.	0.04%	3,792	$433K	New
IIIN Insteel Industries Inc.	0.04%	12,794	$430K	No change
HWKN Hawkins Inc.	0.04%	2,786	$428K	Add +43.2%
EXPO Exponent Inc.	0.04%	6,547	$427K	No change
PCOR Procore Technologies Inc.	0.04%	7,493	$427K	New
RAMP Liveramp Holdings Inc.	0.04%	15,886	$421K	Add +63.9%
FOUR SHIFT4 Payments Inc. Class A	0.04%	9,508	$416K	Add +4.3%
ALAB Astera Labs Inc.	0.04%	3,793	$416K	Reduce -46.2%
VRDN Viridian Therapeutics Inc.	0.04%	21,159	$414K	Reduce -7.3%
NHC National Healthcare Corp.	0.04%	2,572	$411K	No change
MMM 3M Co.	0.04%	2,827	$411K	Reduce -39.9%
URI United Rentals Inc.	0.04%	561	$409K	Reduce -39.9%
AMCR Amcor PLC	0.04%	10,277	$409K	Add +17.8%
DHIL Diamond Hill Investment Grp	0.04%	2,359	$406K	No change
KYMR Kymera Therapeutics Inc.	0.04%	4,862	$405K	Reduce -49.0%
SHW The Sherwin-Williams Co.	0.04%	1,263	$405K	Reduce -39.9%
CG The Carlyle Group Inc.	0.04%	8,340	$404K	Reduce -39.9%
BLND Blend Labs Inc. Class A	0.04%	236,568	$402K	Reduce -1.4%
TT Trane Technologies PLC	0.04%	962	$401K	New
FMAO Farmers & Merchants Banco	0.04%	15,615	$401K	Add +86.1%
PBF PBF Energy Inc. Class A	0.04%	8,412	$401K	New
ASND Ascendis Pharma A/S	0.04%	1,748	$400K	New
CGNX Cognex Corp.	0.04%	8,124	$398K	Reduce -68.7%
HWM Howmet Aerospace Inc.	0.04%	1,712	$395K	Reduce -14.4%
TTWO Take-Two Interactive Softwre	0.04%	1,985	$392K	No change
FELE Franklin Electric Co. Inc.	0.04%	4,227	$390K	No change
PLTR Palantir Technologies Inc. Class A	0.04%	2,643	$387K	No change
LMT Lockheed Martin Corp.	0.03%	632	$382K	Reduce -39.9%
BKU Bankunited Inc.	0.03%	8,380	$378K	New
DKS Dick's Sporting Goods Inc.	0.03%	1,901	$377K	Reduce -39.9%
EME Emcor Group Inc.	0.03%	510	$377K	No change
AMP Ameriprise Financial Inc.	0.03%	846	$376K	Reduce -61.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.03%	4,121	$371K	Reduce -39.9%
ANF Abercrombie & Fitch Co. Class A	0.03%	4,050	$370K	Reduce -86.7%
CATY Cathay General Bancorp	0.03%	7,370	$367K	Reduce -64.8%
ZD Ziff Davis Inc.	0.03%	8,722	$366K	Reduce -70.0%
AMAT Applied Materials Inc.	0.03%	1,064	$364K	New
ESTA Establishment Labs Holdings	0.03%	6,363	$361K	Reduce -25.2%
VRTX Vertex Pharmaceuticals Inc.	0.03%	808	$361K	Reduce -29.2%
CRBG Corebridge Financial Inc.	0.03%	15,045	$359K	Reduce -39.9%
TSCO Tractor Supply Company	0.03%	7,874	$357K	No change
MET Metlife Inc.	0.03%	5,041	$357K	Reduce -39.9%
GTY Getty Realty Corp.	0.03%	11,175	$355K	Reduce -74.4%
NVEC Nve Corp.	0.03%	5,387	$353K	No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD	0.03%	24,491	$352K	New
LPLA LPL Financial Holdings Inc.	0.03%	1,168	$351K	Reduce -39.9%
CORT Corcept Therapeutics Inc.	0.03%	8,716	$351K	New
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC	0.03%	9,313	$349K	Reduce -31.8%
FIX Comfort Systems USA Inc.	0.03%	251	$346K	Reduce -33.1%
CAH Cardinal Health Inc.	0.03%	1,616	$341K	New
OIS Oil States International Inc. filed as OIL STS INTL INC	0.03%	29,146	$339K	New
APP AppLovin Corp. Class A	0.03%	841	$335K	No change
PRU Prudential Financial Inc.	0.03%	3,419	$334K	Reduce -39.9%
BBSI Barrett Business SVCS Inc.	0.03%	11,394	$332K	Add +19.9%
LZB La-Z-Boy Inc.	0.03%	10,332	$332K	No change
SFNC Simmons First Natl Corp. Class A	0.03%	17,035	$331K	Add +7.1%
WEX Wex Inc.	0.03%	2,134	$327K	Reduce -13.6%
MYRG MYR Group Inc./Delaware	0.03%	1,142	$322K	New
EVTC Evertec Inc.	0.03%	11,410	$322K	Reduce -70.0%
MRVL Marvell Technology Inc.	0.03%	3,249	$322K	New
KALV Kalvista Pharmaceuticals Inc.	0.03%	15,960	$321K	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.03%	2,011	$321K	Reduce -39.9%
NSSC Napco Security Technologies	0.03%	8,117	$320K	No change
WIX Wix.com Ltd.	0.03%	3,537	$319K	Reduce -1.6%
PSIX Power Solutions Internationa	0.03%	5,197	$316K	New
LITE Lumentum Holdings Inc.	0.03%	450	$316K	Reduce -87.7%
VPG Vishay Precision Group	0.03%	7,283	$316K	Reduce -22.0%
CTRE Caretrust REIT Inc.	0.03%	8,579	$314K	Reduce -73.5%
SRAD Sportradar Group AG-A	0.03%	18,746	$314K	Add +15.2%
SLM SLM Corp.	0.03%	14,559	$312K	New
NRG NRG Energy Inc.	0.03%	2,125	$311K	New
G Genpact Ltd.	0.03%	8,312	$310K	New
MMS Maximus Inc.	0.03%	4,830	$310K	Reduce -71.5%
DINO HF Sinclair Corp.	0.03%	4,949	$309K	New
CCL Carnival Corp.	0.03%	11,914	$308K	New
OMCL Omnicell Inc.	0.03%	9,066	$303K	No change
XYZ Block Inc.	0.03%	5,020	$302K	No change
IBKR Interactive Brokers Gro Class A	0.03%	4,502	$302K	No change
WAL Western Alliance Bancorp	0.03%	4,253	$301K	Reduce -75.3%
BA The Boeing Co.	0.03%	1,502	$299K	Reduce -39.9%
SHC Sotera Health Co.	0.03%	20,830	$299K	New
OKTA Okta Inc.	0.03%	3,774	$297K	No change
AZN Astrazeneca PLC	0.03%	1,502	$296K	New
BPOP Popular Inc.	0.03%	2,200	$295K	New
JLL Jones Lang Lasalle Inc.	0.03%	967	$294K	New
UI Ubiquiti Inc.	0.03%	370	$292K	Reduce -32.5%
HOPE Hope Bancorp Inc.	0.03%	26,080	$291K	No change
CNMD Conmed Corp.	0.03%	8,210	$290K	Reduce -44.9%
ITW Illinois Tool Works	0.03%	1,107	$288K	Reduce -39.9%
AMN Amn Healthcare Services Inc.	0.03%	15,653	$287K	Reduce -43.5%
USCB Uscb Financial Holdings Inc.	0.03%	15,466	$287K	Reduce -1.8%
RNG Ringcentral Inc. Class A	0.03%	7,697	$286K	Reduce -34.0%
SYNA Synaptics Inc.	0.03%	4,026	$282K	Reduce -50.8%
GSBC Great Southern Bancorp Inc.	0.03%	4,460	$282K	Reduce -67.5%
VCEL Vericel Corp.	0.03%	8,740	$281K	New
ITRN Ituran Location and Control	0.03%	5,707	$280K	Reduce -83.6%
LKFN Lakeland Financial Corp.	0.03%	4,861	$279K	No change
CBZ Cbiz Inc.	0.03%	10,359	$278K	No change
NGVT Ingevity Corp.	0.03%	3,890	$277K	Reduce -10.3%
TEAM Atlassian Corp. Class A	0.03%	4,058	$277K	New
CWT California Water Service Grp	0.03%	6,103	$277K	No change
SARO Standardaero Inc.	0.03%	10,701	$276K	New
COHR Coherent Corp.	0.03%	1,155	$275K	New
LYFT LYFT Inc. Class A	0.02%	20,599	$274K	New
OPRT Oportun Financial Corp.	0.02%	59,219	$273K	Reduce -29.8%
TDC Teradata Corp.	0.02%	10,604	$272K	New
CACC Credit Acceptance Corp.	0.02%	640	$271K	New
SHOP Shopify Inc. Class A	0.02%	2,264	$269K	No change
KMB Kimberly-Clark Corp.	0.02%	2,744	$265K	Reduce -39.9%
RES RPC Inc.	0.02%	37,273	$264K	No change
WDFC WD-40 Co.	0.02%	1,264	$258K	Reduce -73.5%
BIRK Birkenstock Holding PLC	0.02%	7,075	$253K	Add +8.1%
PNTG The Pennant Group Inc.	0.02%	8,230	$251K	New
BR Broadridge Financial Solutio	0.02%	1,537	$250K	No change
CCSI Consensus Cloud Solution	0.02%	10,454	$248K	No change
QLYS Qualys Inc.	0.02%	2,794	$245K	No change
CLX Clorox Company	0.02%	2,339	$242K	Reduce -39.9%
HLNE Hamilton Lane Inc. Class A	0.02%	2,411	$240K	No change
CNX CNX Resources Corp.	0.02%	6,160	$237K	New
PCTY Paylocity Holding Corp.	0.02%	2,169	$234K	No change
CHTR Charter Communications Inc. Class A	0.02%	1,039	$224K	New
OVLY Oak Valley Bancorp filed as OAK VY BANCORP OAKDALE CALIF	0.02%	6,897	$224K	No change
CMCSA Comcast Corp. Class A	0.02%	7,736	$222K	New
GRC Gorman-Rupp Co.	0.02%	3,533	$220K	New
AMNF Armanino Foods of Distinct	0.02%	20,811	$219K	No change
LTC LTC Properties Inc. filed as LTC PPTYS INC	0.02%	5,864	$218K	No change
PRAX Praxis Precision Medicines I	0.02%	670	$216K	New
BCC Boise Cascade Co.	0.02%	2,816	$214K	No change
RDWR Radware Ltd.	0.02%	7,708	$203K	Reduce -8.3%
OTCM Otc Markets Group Inc. Class A	0.02%	3,778	$202K	New
CRD.A Crawford & Company Class A	0.02%	19,221	$192K	Add +24.5%
QDEL Quidelortho Corp.	0.02%	11,519	$189K	Add +14.3%
ACEL Accel Entertainment Inc.	0.02%	16,033	$175K	No change
HLIT Harmonic Inc.	0.02%	18,911	$170K	Reduce -77.0%
LEG Leggett & Platt Inc.	0.02%	17,158	$170K	Reduce -70.6%
DOLE Dole PLC	0.02%	11,761	$168K	New
CORZ Core Scientific Inc.	0.02%	11,122	$166K	Reduce -42.5%
NPKI NPK International Inc.	0.01%	11,243	$163K	No change
AHCO Adapthealth Corp.	0.01%	13,285	$158K	Reduce -76.5%
WULF Terawulf Inc.	0.01%	10,946	$158K	Reduce -72.7%
NEXN Nexxen International Ltd.	0.01%	23,377	$152K	Reduce -6.6%
RLGT Radiant Logistics Inc.	0.01%	20,577	$145K	Reduce -23.5%
WNEB Western New England Bancorp	0.01%	10,829	$140K	Reduce -16.9%
INMD Inmode Ltd.	0.01%	10,200	$140K	New
RMAX Re/Max Holdings Inc. Class A	0.01%	17,978	$104K	New
UROY Uranium Royalty Corp.	0.01%	27,326	$100K	No change
TSHA Taysha Gene Therapies Inc.	0.01%	21,782	$97K	Add +45.0%
TTGT Techtarget Inc.	0.01%	23,149	$90K	Add +7.4%
JBI Janus International Group Inc.	0.01%	12,761	$66K	Reduce -96.2%
CPSH CPS Technologies Corp.	0.01%	17,426	$65K	No change
IOVA Iovance Biotherapeutics Inc.	0.01%	16,885	$59K	Reduce -8.6%
ABEO Abeona Therapeutics Inc.	0.01%	13,180	$59K	No change
EOLS Evolus Inc.	0.01%	13,907	$57K	Reduce -8.1%
ASPN Aspen Aerogels Inc.	0.00%	15,562	$53K	No change
CVGI Commercial Vehicle Group Inc.	0.00%	14,089	$48K	New
NEUROONE MED TECHNOLOGIES CO	0.00%	61,642	$48K	Add +39.1%
BWEN Broadwind Inc.	0.00%	22,289	$46K	No change
DAIO Data I/O Corp.	0.00%	17,550	$44K	No change
OABI Omniab Inc.	0.00%	28,196	$44K	Reduce -8.1%
NSPR Inspiremd Inc.	0.00%	26,850	$44K	No change
AVD American Vanguard Corp.	0.00%	16,937	$42K	Add +25.6%
AMPG Amplitech Group Inc.	0.00%	20,675	$39K	No change
TACT Transact Technologies Inc.	0.00%	10,194	$34K	No change
GNSS Genasys Inc.	0.00%	17,172	$31K	No change
FTEK Fuel Tech Inc.	0.00%	18,165	$22K	No change
EGHT 8X8 Inc.	0.00%	10,636	$18K	New
OCEAN POWER TECHNOLOGIES INC	0.00%	48,257	$17K	No change
AWRE Aware Inc.	0.00%	10,247	$13K	No change

Portfolio Sells Q4 2025 → Q1 2026


MIR Mirion Technologies Inc.	Reduce -64.8%	0.16%	−0.39
SHOO Steven Madden Ltd.	Reduce -64.5%	0.16%	−0.35
NOW ServiceNow Inc.	Sold out	0.00%	−0.35
FSLR First Solar Inc.	Sold out	0.00%	−0.34
ANF Abercrombie & Fitch Co. Class A	Reduce -86.7%	0.03%	−0.30
HUBS HubSpot Inc.	Sold out	0.00%	−0.29
EXAS Exact Sciences Corp.	Sold out	0.00%	−0.29
MSFT Microsoft Corp.	Reduce -11.0%	0.71%	−0.28
PIPR Piper Sandler Cos	Reduce -66.5%	0.12%	−0.25
GH Guardant Health Inc.	Sold out	0.00%	−0.23
BBNX Beta Bionics Inc.	Sold out	0.00%	−0.22
GS Goldman Sachs Group Inc.	Reduce -68.2%	0.11%	−0.22
ACN Accenture PLC Class A	Sold out	0.00%	−0.21
WFC Wells Fargo & Co.	Reduce -77.8%	0.23%	−0.20
EXPE Expedia Group Inc.	Reduce -62.7%	0.09%	−0.20
WING Wingstop Inc.	Sold out	0.00%	−0.20
WGO Winnebago Industries	Sold out	0.00%	−0.20
NAMS Newamsterdam Pharma Co. NV	Reduce -74.3%	0.06%	−0.19
HURN Huron Consulting Group Inc.	Sold out	0.00%	−0.19
ATEC Alphatec Holdings Inc.	Sold out	0.00%	−0.19
COF Capital One Financial Corp.	Reduce -62.9%	0.08%	−0.19
JBI Janus International Group Inc.	Reduce -96.2%	0.01%	−0.18
ADBE Adobe Inc.	Reduce -64.8%	0.06%	−0.18
BKR Baker Hughes Co.	Sold out	0.00%	−0.17
UTHR United Therapeutics Corp.	Reduce -71.4%	0.10%	−0.17
CRDO Credo Technology Group Holdi	Reduce -33.9%	0.14%	−0.17
AYI Acuity Inc.	Reduce -62.9%	0.07%	−0.17
TMDX Transmedics Group Inc.	Sold out	0.00%	−0.16
REGN Regeneron Pharmaceuticals	Reduce -31.8%	0.42%	−0.16
PEGA Pegasystems Inc.	Sold out	0.00%	−0.16
SYY Sysco Corp.	Reduce -62.9%	0.10%	−0.16
EVER Everquote Inc. Class A	Reduce -61.4%	0.05%	−0.15
NCLH Norwegian Cruise Line Holdin	Sold out	0.00%	−0.15
BLDR Builders Firstsource Inc.	Reduce -68.6%	0.05%	−0.15
PYPL PayPal Holdings Inc.	Reduce -62.9%	0.07%	−0.15
GOOGL Alphabet Inc. Class A	Reduce -12.1%	0.86%	−0.15
WMT Walmart Inc.	Sold out	0.00%	−0.14
DBX Dropbox Inc. Class A	Reduce -67.5%	0.06%	−0.14
DOX Amdocs Ltd.	Reduce -67.2%	0.06%	−0.14
ADPT Adaptive Biotechnologies	Reduce -36.2%	0.19%	−0.14
UVE Universal Insurance Holdings	Reduce -68.0%	0.07%	−0.14
HRI Herc Holdings Inc.	Sold out	0.00%	−0.14
APPF Appfolio Inc. Class A	Sold out	0.00%	−0.13
BOOT Boot Barn Holdings Inc.	Reduce -42.7%	0.14%	−0.13
LKQ LKQ Corp.	Reduce -55.6%	0.11%	−0.13
JNJ Johnson & Johnson	Reduce -73.1%	0.07%	−0.13
MRCY Mercury Systems Inc.	Reduce -52.3%	0.13%	−0.13
ANGO Angiodynamics Inc.	Sold out	0.00%	−0.13
ELV Elevance Health Inc.	Reduce -62.9%	0.06%	−0.13
DJCO Daily Journal Corp.	Reduce -24.9%	0.47%	−0.13

Portfolio Buys Q4 2025 → Q1 2026


STRL Sterling Infrastructure Inc.	Add +72.4%	0.80%	+0.47
MOD Modine Manufacturing Co.	Add +77.0%	0.69%	+0.47
ODC Oil-Dri Corp. of America	New	0.42%	+0.42
LINC Lincoln Educational Services	Add +38.4%	0.64%	+0.38
ES Eversource Energy	New	0.35%	+0.35
OMC Omnicom Group	Add +771.1%	0.38%	+0.33
UBER Uber Technologies Inc.	Add +1416.4%	0.29%	+0.27
NBBK NB Bancorp Inc.	Add +61.1%	0.53%	+0.24
SNEX Stonex Group Inc.	Add +37.2%	1.24%	+0.23
AMPX Amprius Technologies Inc.	Add +11.7%	0.35%	+0.21
NET Cloudflare Inc. Class A	Add +443.0%	0.25%	+0.21
GRDN Guardian Phrmcy Services-A	New	0.20%	+0.20
CALY Callaway Golf Company	New	0.20%	+0.20
UCTT Ultra Clean Holdings Inc.	Add +256.4%	0.22%	+0.20
ALNY Alnylam Pharmaceuticals Inc.	New	0.20%	+0.20
NYAX Nayax Ltd.	Add +167.0%	0.29%	+0.20
PSX Phillips 66	Add +54.6%	0.33%	+0.19
ONTO Onto Innovation Inc.	Add +84.7%	0.31%	+0.19
C Citigroup Inc.	Add +75.0%	0.39%	+0.17
ENSG The Ensign Group Inc.	Add +118.2%	0.27%	+0.17
LSCC Lattice Semiconductor Corp.	Add +55.2%	0.33%	+0.17
BBY Best Buy Co. Inc.	Add +91.3%	0.34%	+0.17
HPE Hewlett Packard Enterprise	Add +71.8%	0.37%	+0.17
POWL Powell Industries Inc.	Add +60.2%	0.25%	+0.16
OKE Oneok Inc.	Add +43.3%	0.35%	+0.16
CVX Chevron Corp.	Add +26.7%	0.36%	+0.16
FN Fabrinet	Add +28.6%	0.44%	+0.16
BAC Bank of America Corp.	Add +91.0%	0.35%	+0.16
VZ Verizon Communications Inc.	Add +27.2%	0.39%	+0.16
IBM Intl Business Machines Corp.	Add +115.7%	0.33%	+0.15
KLAC KLA Corp.	Add +42.0%	0.34%	+0.15
PKG Packaging Corp. of America	Add +72.4%	0.33%	+0.15
MSI Motorola Solutions Inc.	Add +402.6%	0.18%	+0.15
HD Home Depot Inc.	Add +67.2%	0.36%	+0.15
TGT Target Corp.	Add +30.2%	0.34%	+0.14
APGE Apogee Therapeutics Inc.	Add +121.2%	0.23%	+0.14
LEN Lennar Corp. Class A	Add +111.1%	0.30%	+0.14
ADTN Adtran Holdings Inc.	New	0.14%	+0.14
NEE Nextera Energy Inc.	Add +48.0%	0.31%	+0.14
WAY Waystar Holding Corp.	New	0.14%	+0.14
PFE Pfizer Inc.	Add +33.2%	0.37%	+0.14
ADI Analog Devices Inc.	Add +5.9%	0.57%	+0.14
KO The Coca-Cola Co.	Add +38.4%	0.37%	+0.14
MRK Merck & Co. Inc.	Add +30.5%	0.37%	+0.14
MCD McDonald's Corp.	Add +61.4%	0.32%	+0.14
SITE Siteone Landscape Supply Inc.	Add +250.7%	0.18%	+0.13
STT State Street Corp.	Add +147.9%	0.22%	+0.13
WMB Williams Cos Inc.	Add +112.5%	0.21%	+0.13
TFC Truist Financial Corp.	Add +66.9%	0.33%	+0.13
PEP Pepsico Inc.	Add +161.3%	0.19%	+0.13

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	678	$1.2B	AGX, SNEX, IESC, AGYS, VSEC
Q1 2026	726	$1.1B	AGX, AAPL, AVGO, NVDA, SNEX
Q4 2025	750	$1.2B	AAPL, NVDA, AVGO, AGX, IESC
Q3 2025	558	$918.0M	AGX, IESC, SNEX, NVDA, GOOGL
Q2 2025	562	$839.3M	AGX, SNEX, AVGO, IESC, NFLX
Q1 2025	563	$742.2M	AGX, SNEX, BGC, UFPT, VSEC
Q4 2024	566	$765.2M	AGX, AGYS, UFPT, SNEX, IESC
Q3 2024	559	$809.1M	UFPT, IESC, AAPL, AGX, PLUS
Q2 2024	559	$742.2M	UFPT, AAPL, AGYS, IESC, AVGO
Q1 2024	563	$829.0M	AVGO, AAPL, UFPT, IESC, MSFT