Josh Gottheimer Democrat · NJ-5
House of Representatives · in office · serving since 2017 · born March 8, 1975
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.
Transactions
3,283
across 95 filings
Securities traded
486
63 active in 6 months
Disclosed range total
$123,423,283
sum of filed minimums
Trading timeline
Purchases 1,363 Sales 1,917 Exchanges 3
Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.
In plain language
Of 3,283 disclosed trades, 5 were flagged by the site's published rules — 0.2%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 4 · committee window
- 1 · shutdown/lame duck
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Campaign money 2026 cycle
Raised
$4,765,145
From individuals
$3,227,117
From PACs
$882,050
Cash on hand
$12,773,075
Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| NJ-5 | 115th–119th | 2017–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Financial Services | Member | 12 | minority | record |
| House Permanent Select Committee on Intelligence | Member | 8 | minority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Financial Services | Member | 2023-02 → 2024-11 |
| 118th | House Permanent Select Committee on Intelligence | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Financial Services | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Homeland Security | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Financial Services | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Financial Services | Member | 2017-01 → 2018-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| NTDOY | Nintendo Co Ltd ADR (NTDOY) | — | 1 | 4 / 6 | $8,001 | 2026-06-17 |
| INSM | Insmed Incorporated - Common Stock (INS… | Pharmaceuticals & Biotech | 1 | 2 / 4 | $8,001 | 2026-06-10 |
| NSRGY | NESTLE S.A S/ADR (NSRGY) | — | 3 | 5 / 10 | $24,002 | 2026-06-01 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 1 | 13 / 8 | $8,001 | 2026-06-01 |
| BABA | Alibaba Group Holding Limited American … | Business Services | 1 | 9 / 7 | $8,001 | 2026-06-01 |
| ADC | Agree Realty Corporation Common Stock (… | Investment Funds | 1 | 2 / 3 | $8,001 | 2026-06-01 |
| NVZMY | NOVONESIS B UNSP/ADR (NVZMY) | — | 1 | 1 / 2 | $8,001 | 2026-06-01 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 1 | 7 / 4 | $8,001 | 2026-05-27 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 2 | 6 / 6 | $16,001 | 2026-05-22 |
| LITE | Lumentum Holdings Inc. - Common Stock (… | Electronics | 1 | 1 / 0 | $8,001 | 2026-05-22 |
| MU | Micron Technology | Semiconductors | 1 | 1 / 0 | $8,001 | 2026-05-21 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 7 | 137 / 161 | $3,083,004 | 2026-05-19 |
| ADI | Analog Devices | Semiconductors | 1 | 1 / 0 | $8,001 | 2026-05-19 |
| TPH | Tri Pointe Homes, Inc. Common Stock (TP… | — | 1 | 3 / 2 | $8,001 | 2026-05-15 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 2 / 3 | $16,001 | 2026-05-14 |
| SNDK | Sandisk Corporation - Common Stock When… | Technology Hardware | 1 | 1 / 0 | $8,001 | 2026-05-07 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 3 | 15 / 14 | $24,002 | 2026-05-05 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 1 | 9 / 11 | $8,001 | 2026-05-05 |
| TWLO | Twilio Inc. Class A Common Stock (TWLO) | Software & IT Services | 1 | 5 / 3 | $8,001 | 2026-05-04 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 2 | 6 / 8 | $16,001 | 2026-05-04 |
| FN | Fabrinet | Electronics | 2 | 2 / 0 | $16,001 | 2026-05-01 |
| MMM | 3M Company Common Stock (MMM) | Medical Devices | 1 | 4 / 2 | $8,001 | 2026-04-28 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 2 | 9 / 10 | $16,001 | 2026-04-24 |
| IBM | International Business Machines Corpora… | Technology Hardware | 1 | 9 / 5 | $8,001 | 2026-04-24 |
| GS | Goldman Sachs Group | Capital Markets | 2 | 5 / 3 | $40,501 | 2026-04-16 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 1 | 6 / 8 | $8,001 | 2026-04-15 |
| IFNNY | Infineon Technologies AG (IFNNY) | Semiconductors | 3 | 5 / 12 | $24,002 | 2026-04-13 |
| INTA | Intapp, Inc. - Common Stock (INTA) | Software & IT Services | 2 | 6 / 4 | $16,001 | 2026-04-13 |
| HDB | HDFC Bank Limited Common Stock (HDB) | Banking | 2 | 4 / 4 | $16,001 | 2026-04-13 |
| MKTX | MarketAxess Holdings, Inc. - Common Sto… | Capital Markets | 1 | 2 / 6 | $8,001 | 2026-04-09 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 2 / 10 | $32,501 | 2026-04-09 |
| ALLY | Ally Financial Inc. Common Stock (ALLY) | Banking | 1 | 1 / 1 | $8,001 | 2026-04-09 |
| DRI | Darden Restaurants, Inc. Common Stock (… | Retail & Consumer | 1 | 1 / 1 | $32,501 | 2026-04-09 |
| PFGC | Performance Food Group Company Common S… | Wholesale | 1 | 1 / 3 | $32,501 | 2026-04-09 |
| SYF | Synchrony Financial Common Stock (SYF) | Banking | 1 | 1 / 1 | $32,501 | 2026-04-09 |
| T | AT&T Inc. (T) | Telecommunications | 1 | 0 / 1 | $8,001 | 2026-04-09 |
| DLTR | Dollar Tree, Inc. - Common Stock (DLTR) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2026-04-09 |
| F | Ford Motor Company Common Stock (F) | Automotive | 1 | 0 / 1 | $32,501 | 2026-04-09 |
| MLM | Martin Marietta Materials, Inc. Common … | Mining & Metals | 1 | 0 / 1 | $32,501 | 2026-04-09 |
| TSCO | Tractor Supply Company | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2026-04-09 |
| VLY | Valley National Bancorp (VLY) | Banking | 1 | 0 / 1 | $8,001 | 2026-04-09 |
| CBZ | CBIZ, Inc. Common Stock (CBZ) | Business Services | 2 | 2 / 3 | $16,001 | 2026-04-06 |
| FWRG | First Watch Restaurant Group, Inc. - Co… | Retail & Consumer | 2 | 2 / 1 | $16,001 | 2026-04-06 |
| NTES | NetEase, Inc. - American Depositary Sha… | Software & IT Services | 2 | 2 / 1 | $16,001 | 2026-04-06 |
| XNGSY | EEN ENERGY HLDGS UNSP/ADR (XNGSY) | — | 1 | 8 / 8 | $8,001 | 2026-03-24 |
| CCI | Crown Castle Inc. Common Stock (CCI) | Investment Funds | 1 | 3 / 5 | $8,001 | 2026-03-24 |
| ALC | Alcon Inc. Ordinary Shares (ALC) | Medical Devices | 1 | 3 / 3 | $8,001 | 2026-03-12 |
| LZB | La-Z-Boy Incorporated Common Stock (LZB) | Materials | 1 | 1 / 1 | $8,001 | 2026-03-12 |
| SE | Sea Limited American Depositary Shares,… | Business Services | 1 | 2 / 1 | $8,001 | 2026-03-10 |
| APD | Air Products and Chemicals, Inc. Common… | Chemicals | 1 | 9 / 7 | $8,001 | 2026-03-05 |
| PHR | Phreesia, Inc. Common Stock (PHR) | Business Services | 1 | 3 / 3 | $8,001 | 2026-03-05 |
| COLB | Columbia Banking System, Inc. - Common … | Banking | 1 | 0 / 1 | $8,001 | 2026-03-05 |
| FSS | Federal Signal Corporation Common Stock… | Automotive | 1 | 1 / 0 | $8,001 | 2026-02-26 |
| V | Visa Inc. (V) | Business Services | 1 | 10 / 11 | $8,001 | 2026-02-18 |
| CVNA | Carvana Co. Class A Common Stock (CVNA) | Retail & Consumer | 1 | 6 / 4 | $8,001 | 2026-02-18 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 7 / 8 | $8,001 | 2026-02-05 |
| CMI | Cummins Inc. Common Stock (CMI) | Industrials | 1 | 1 / 0 | $8,001 | 2026-02-05 |
| GEV | GE Vernova Inc. Common Stock (GEV) | Electronics | 1 | 1 / 0 | $8,001 | 2026-02-05 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 2 / 1 | $16,001 | 2026-02-04 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 1 | 1 / 3 | $8,001 | 2026-02-04 |
| FICO | Fair Isaac Corporation Common Stock (FI… | Business Services | 1 | 1 / 2 | $8,001 | 2026-02-04 |
| NET | Cloudflare, Inc. Class A Common Stock (… | Software & IT Services | 1 | 1 / 1 | $8,001 | 2026-02-04 |
| MNST | Monster Beverage Corporation - Common S… | Food & Beverage | 1 | 6 / 8 | $8,001 | 2026-02-02 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc. Common Stock (U… | Business Services | 23 | 8 / 15 | $184,012 | 2021-02 → 2026-01 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-03 → 2026-01 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 5 | 2 / 3 | $40,003 | 2019-11 → 2026-01 |
| SNDR | Schneider National, Inc. Common Stock (… | Transportation | 2 | 1 / 1 | $16,001 | 2024-07 → 2026-01 |
| LNG | Cheniere Energy, Inc. Common Stock (LNG) | Utilities | 5 | 2 / 3 | $40,003 | 2022-10 → 2025-12 |
| UTZ | Utz Brands Inc Class A Common Stock (UT… | Food & Beverage | 4 | 2 / 2 | $32,002 | 2023-04 → 2025-12 |
| SSMXY | SYSMEX CORP UNSP/ASDR (SSMXY) | — | 8 | 5 / 3 | $64,004 | 2024-05 → 2025-12 |
| CVLT | Commvault Systems, Inc. - Common Stock … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-12 |
| MTHRY | M3 INC UNSP/ADR (MTHRY) | — | 2 | 1 / 1 | $16,001 | 2025-09 → 2025-12 |
| DASTY | DASSAULT SYSTEMES SA ADR (DASTY) | — | 11 | 4 / 7 | $88,006 | 2019-03 → 2025-11 |
| FIS | Fidelity National Information Services,… | Business Services | 20 | 10 / 10 | $233,510 | 2020-05 → 2025-11 |
| HUBS | HubSpot, Inc. Common Stock (HUBS) | Software & IT Services | 9 | 2 / 7 | $72,005 | 2020-06 → 2025-11 |
| BHP | BHP Group Limited American Depositary S… | Mining & Metals | 10 | 3 / 7 | $80,005 | 2021-03 → 2025-11 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 2 | 1 / 1 | $16,001 | 2023-12 → 2025-11 |
| KKR | KKR & Co. Inc. Common Stock (KKR) | Capital Markets | 9 | 3 / 6 | $72,005 | 2024-02 → 2025-11 |
| CSW | CSW Industrials, Inc. Common Stock (CSW) | Chemicals | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| NICE | NICE Ltd - American Depositary Shares e… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-10 → 2025-10 |
| BWIN | The Baldwin Insurance Group, Inc. - Cla… | Insurance | 2 | 1 / 1 | $16,001 | 2024-05 → 2025-09 |
| DEO | Diageo Plc ADR | Food & Beverage | 8 | 2 / 6 | $64,004 | 2019-02 → 2025-09 |
| TNDM | Tandem Diabetes Care, Inc. - Common Sto… | Medical Devices | 3 | 2 / 1 | $24,002 | 2024-08 → 2025-09 |
| IRT | Independence Realty Trust, Inc. Common … | Investment Funds | 3 | 2 / 1 | $24,002 | 2024-09 → 2025-09 |
| NTRA | Natera, Inc. - Common Stock (NTRA) | Healthcare Services | 4 | 3 / 1 | $32,002 | 2024-11 → 2025-09 |
| TTD | The Trade Desk, Inc. - Class A Common S… | Software & IT Services | 8 | 2 / 6 | $64,004 | 2020-06 → 2025-09 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 18 | 4 / 14 | $144,009 | 2019-04 → 2025-09 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 8 | 7 / 1 | $64,004 | 2024-12 → 2025-07 |
| SWTX | SpringWorks Therapeutics, Inc. - common… | — | 4 | 2 / 2 | $32,002 | 2024-05 → 2025-07 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 13 | 6 / 7 | $104,007 | 2023-05 → 2025-06 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 39 | 14 / 25 | $312,020 | 2020-02 → 2025-06 |
| COP | Conocophillips | Oil & Gas | 12 | 4 / 8 | $96,006 | 2022-04 → 2025-06 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2024-07 → 2025-06 |
| CB | Chubb Ltd | Insurance | 1 | 1 / 0 | $8,001 | 2025-06 → 2025-06 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) | Automotive | 61 | 27 / 34 | $488,031 | 2019-10 → 2025-06 |
| CRM | Salesforce Inc | Software & IT Services | 26 | 12 / 14 | $208,013 | 2019-07 → 2025-06 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 5 | 3 / 2 | $40,003 | 2024-12 → 2025-06 |
| AKAM | Akamai Technologies, Inc. - Common Stoc… | Business Services | 1 | 0 / 1 | $8,001 | 2025-06 → 2025-06 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-06 → 2025-06 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 14 | 6 / 8 | $112,007 | 2018-12 → 2025-05 |
| APP | Applovin Corporation - Class A Common S… | Software & IT Services | 5 | 3 / 2 | $40,003 | 2024-11 → 2025-05 |
| GLW | Corning Incorporated Common Stock (GLW) | Mining & Metals | 6 | 4 / 2 | $72,503 | 2025-01 → 2025-05 |
| ZTO | ZTO Express (ZTO) | Transportation | 3 | 2 / 1 | $24,002 | 2024-04 → 2025-05 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 12 | 5 / 7 | $96,006 | 2019-10 → 2025-05 |
| TEL | TE Connectivity plc Ordinary Shares (TE… | Wholesale | 8 | 6 / 2 | $88,504 | 2024-06 → 2025-05 |
| UNICY | UNICHARM CORP S/ADR (UNICY) | — | 5 | 2 / 3 | $40,003 | 2019-12 → 2025-05 |
| CLPBY | COLOPLAST AS SP/ADR (CLPBY) | — | 4 | 2 / 2 | $32,002 | 2024-05 → 2025-05 |
| FI | Fiserv Inc | — | 5 | 4 / 1 | $40,003 | 2025-02 → 2025-05 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 42 | 18 / 24 | $336,021 | 2022-03 → 2025-05 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 58 | 28 / 30 | $464,029 | 2019-04 → 2025-05 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 1 | 1 / 0 | $8,001 | 2025-04 → 2025-04 |
| TLK | PT Telekomunikasi Indonesia, Tbk (TLK) | Telecommunications | 8 | 6 / 2 | $64,004 | 2021-05 → 2025-04 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) | Construction | 12 | 8 / 4 | $96,006 | 2023-12 → 2025-04 |
| TTNDY | TECHTRONIC INDUS LTD ADR (TTNDY) | — | 4 | 3 / 1 | $32,002 | 2024-10 → 2025-04 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 18 | 8 / 10 | $217,509 | 2019-04 → 2025-04 |
| USPH | U.S. Physical Therapy, Inc. Common Stoc… | Healthcare Services | 4 | 2 / 2 | $32,002 | 2023-05 → 2025-04 |
| HLMN | Hillman Solutions Corp. - Common Stock … | Industrials | 2 | 1 / 1 | $16,001 | 2024-04 → 2025-04 |
| AEIS | Advanced Energy Industries, Inc. - Comm… | Semiconductors | 2 | 1 / 1 | $16,001 | 2024-06 → 2025-04 |
| EPAC | Enerpac Tool Group Corp. Common Stock (… | Other | 2 | 1 / 1 | $16,001 | 2024-10 → 2025-04 |
| CDRE | Cadre Holdings, Inc. Common Stock (CDRE) | Medical Devices | 4 | 2 / 2 | $32,002 | 2024-12 → 2025-04 |
| THR | Thermon Group Holdings, Inc. Common Sto… | — | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-04 |
| PAR | PAR Technology Corporation Common Stock… | Technology Hardware | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-04 |
| BX | Blackstone Inc | Capital Markets | 19 | 8 / 11 | $201,010 | 2020-03 → 2025-04 |
| SMNNY | SHIMANO INC UNSP/ADR (SMNNY) | — | 3 | 1 / 2 | $24,002 | 2023-09 → 2025-04 |
| NSC | Norfolk Southern Corp | Transportation | 12 | 4 / 8 | $96,006 | 2018-12 → 2025-04 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 16 | 7 / 9 | $128,008 | 2018-12 → 2025-04 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 22 | 8 / 14 | $200,511 | 2018-12 → 2025-04 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 64 | 25 / 39 | $634,532 | 2018-12 → 2025-04 |
| MTSI | MACOM Technology Solutions Holdings, In… | Semiconductors | 6 | 1 / 5 | $48,003 | 2018-12 → 2025-04 |
| PATK | Patrick Industries, Inc. - Common Stock… | Automotive | 4 | 1 / 3 | $32,002 | 2018-12 → 2025-04 |
| ATLKY | ATLAS COPCO AB A S/ADR (ATLKY) | — | 5 | 1 / 4 | $40,003 | 2018-12 → 2025-04 |
| RHHBY | ROCHE HOLDING LTD S/ADR (RHHBY) | — | 8 | 3 / 5 | $64,004 | 2019-01 → 2025-04 |
| TCEHY | TENCENT HLDGS UNSP/ADR (TCEHY) | — | 11 | 5 / 6 | $88,006 | 2019-01 → 2025-04 |
| CHGCY | CHUGAI PHARM UNSP/ADR (CHGCY) | — | 7 | 3 / 4 | $56,004 | 2019-02 → 2025-04 |
| FMX | Fomento Economico Mexicano S.A.B. de C.… | Food & Beverage | 7 | 3 / 4 | $56,004 | 2019-04 → 2025-04 |
| RIO | Rio Tinto Plc Common Stock (RIO) | Mining & Metals | 5 | 3 / 2 | $40,003 | 2019-04 → 2025-04 |
| D | Dominion Energy Inc | Utilities | 12 | 7 / 5 | $120,506 | 2019-06 → 2025-04 |
| GMED | Globus Medical, Inc. Class A Common Sto… | Medical Devices | 6 | 2 / 4 | $48,003 | 2019-07 → 2025-04 |
| LOW | Lowe's Companies | Retail & Consumer | 20 | 6 / 14 | $160,010 | 2019-08 → 2025-04 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 26 | 11 / 15 | $208,013 | 2019-09 → 2025-04 |
| HLI | Houlihan Lokey, Inc. Class A Common Sto… | Capital Markets | 4 | 1 / 3 | $32,002 | 2019-09 → 2025-04 |
| TSM | Taiwan Semiconductor Manufacturing Comp… | Semiconductors | 20 | 3 / 17 | $160,010 | 2019-09 → 2025-04 |
| CINF | Cincinnati Financial Corporation - Comm… | Insurance | 4 | 0 / 4 | $32,002 | 2019-11 → 2025-04 |
| CENTA | Central Garden & Pet Company - Class A … | Wholesale | 4 | 1 / 3 | $32,002 | 2019-12 → 2025-04 |
| HMN | Horace Mann Educators Corporation Commo… | Insurance | 7 | 4 / 3 | $56,004 | 2020-02 → 2025-04 |
| DSGX | The Descartes Systems Group Inc. - Comm… | Software & IT Services | 3 | 1 / 2 | $24,002 | 2020-03 → 2025-04 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 6 | 2 / 4 | $48,003 | 2020-05 → 2025-04 |
| SLGN | Silgan Holdings Inc. (SLGN) | Industrials | 6 | 2 / 4 | $48,003 | 2020-06 → 2025-04 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 12 | 8 / 4 | $96,006 | 2020-07 → 2025-04 |
| FAST | Fastenal Company - Common Stock (FAST) | Retail & Consumer | 6 | 0 / 6 | $48,003 | 2020-08 → 2025-04 |
| ABCB | Ameris Bancorp - Common Stock (ABCB) | Banking | 4 | 1 / 3 | $32,002 | 2020-09 → 2025-04 |
| CATY | Cathay General Bancorp - Common Stock (… | Banking | 3 | 1 / 2 | $24,002 | 2020-09 → 2025-04 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 14 | 3 / 11 | $112,007 | 2020-11 → 2025-04 |
| MGY | Magnolia Oil & Gas Corporation Class A … | Oil & Gas | 5 | 2 / 3 | $40,003 | 2021-03 → 2025-04 |
| UFPI | UFP Industries, Inc. - Common Stock (UF… | Materials | 4 | 0 / 4 | $32,002 | 2021-04 → 2025-04 |
| SAP | SAP SE ADS (SAP) | Software & IT Services | 8 | 1 / 7 | $64,004 | 2021-04 → 2025-04 |
| SF | Stifel Financial Corporation Common Sto… | Capital Markets | 4 | 0 / 4 | $32,002 | 2021-06 → 2025-04 |
| ALIZY | ALLIANZ SE UNSP/ADR (ALIZY) | — | 10 | 4 / 6 | $80,005 | 2021-06 → 2025-04 |
| KO | Coca-Cola Company | Food & Beverage | 20 | 10 / 10 | $160,010 | 2021-06 → 2025-04 |
| PGR | Progressive Corp | Insurance | 4 | 1 / 3 | $56,502 | 2021-06 → 2025-04 |
| SKY | Champion Homes, Inc. Common Stock (SKY) | Materials | 6 | 0 / 6 | $48,003 | 2021-07 → 2025-04 |
| SPXC | X Technologies, Inc. Common Stock (SPXC) | Industrials | 12 | 3 / 9 | $96,006 | 2021-07 → 2025-04 |
| LRLCY | L'Oreal Co. American Depositary Shares … | — | 6 | 3 / 3 | $48,003 | 2021-09 → 2025-04 |
| BCPC | Balchem Corporation - Common Stock (BCP… | Chemicals | 2 | 0 / 2 | $16,001 | 2021-12 → 2025-04 |
| STAG | Stag Industrial, Inc. Common Stock (STA… | Investment Funds | 3 | 1 / 2 | $24,002 | 2022-05 → 2025-04 |
| MFC | Manulife Financial Corporation Common S… | Insurance | 5 | 2 / 3 | $40,003 | 2022-06 → 2025-04 |
| BLK | Blackrock Inc | Capital Markets | 4 | 0 / 4 | $32,002 | 2023-01 → 2025-04 |
| CSCO | Cisco Systems Inc | Technology Hardware | 4 | 0 / 4 | $32,002 | 2023-01 → 2025-04 |
| DBSDY | DBS GROUP HLDGS LTD S/ADR (DBSDY) | — | 6 | 2 / 4 | $48,003 | 2023-01 → 2025-04 |
| PAYX | Paychex Inc | Business Services | 4 | 0 / 4 | $32,002 | 2023-01 → 2025-04 |
| META | Meta Platforms Inc | Software & IT Services | 17 | 8 / 9 | $136,009 | 2023-01 → 2025-04 |
| APPF | AppFolio, Inc. - Class A Common Stock (… | Software & IT Services | 6 | 3 / 3 | $48,003 | 2023-02 → 2025-04 |
| HLN | Haleon plc American Depositary Shares (… | Chemicals | 7 | 5 / 2 | $56,004 | 2023-03 → 2025-04 |
| RBC | RBC Bearings Incorporated Common Stock … | Industrials | 2 | 0 / 2 | $16,001 | 2023-09 → 2025-04 |
| NOC | Northrop Grumman Corporation Common Sto… | Medical Devices | 5 | 3 / 2 | $64,503 | 2023-09 → 2025-04 |
| DASH | DoorDash, Inc. - Common Stock (DASH) | Business Services | 3 | 2 / 1 | $24,002 | 2023-11 → 2025-04 |
| UMBF | UMB Financial Corporation - Common Stoc… | Banking | 3 | 2 / 1 | $24,002 | 2023-12 → 2025-04 |
| ABG | Asbury Automotive Group Inc Common Stoc… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2024-01 → 2025-04 |
| SHEL | Royal Dutch Shell Plc ADR | Oil & Gas | 5 | 2 / 3 | $40,003 | 2024-06 → 2025-04 |
| STRL | Sterling Infrastructure, Inc. - Common … | Construction | 2 | 1 / 1 | $16,001 | 2024-06 → 2025-04 |
| IDA | IDACORP, Inc. Common Stock (IDA) | Utilities | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| SCHW | Charles Schwab Corporation (SCHW) | Capital Markets | 22 | 10 / 12 | $176,011 | 2019-05 → 2025-04 |
| CHX | ChampionX Corporation (CHX) | — | 3 | 2 / 1 | $24,002 | 2022-04 → 2025-04 |
| ITCI | Intra-Cellular Therapies Inc. (ITCI) | — | 5 | 1 / 4 | $40,003 | 2021-12 → 2025-04 |
| SPOT | otify Technology S.A. Ordinary Shares (… | Telecommunications | 8 | 4 / 4 | $64,004 | 2020-10 → 2025-03 |
| PPBI | Pacific Premier Bancorp Inc - Common St… | — | 9 | 4 / 5 | $72,005 | 2018-12 → 2025-03 |
| DAVA | Endava plc American Depositary Shares (… | Software & IT Services | 13 | 4 / 9 | $104,007 | 2020-09 → 2025-03 |
| SNOW | Snowflake Inc Cl A | Software & IT Services | 4 | 2 / 2 | $32,002 | 2020-11 → 2025-03 |
| SHOP | Shopify Inc | Software & IT Services | 14 | 9 / 5 | $112,007 | 2021-02 → 2025-03 |
| AZTA | Azenta, Inc. - Common Stock (AZTA) | Industrials | 6 | 1 / 5 | $48,003 | 2021-12 → 2025-03 |
| FLYW | Flywire Corporation - Voting Common Sto… | Business Services | 5 | 3 / 2 | $40,003 | 2022-09 → 2025-03 |
| CHRD | Chord Energy Corporation - Common Stock… | Oil & Gas | 5 | 3 / 2 | $40,003 | 2024-01 → 2025-03 |
| CRNX | Crinetics Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-09 → 2025-03 |
| DSCSY | DISCO CORP UNSP /ADR (DSCSY) | — | 5 | 4 / 1 | $40,003 | 2024-10 → 2025-03 |
| BBVA | Banco Bilbao Vizcaya Argentaria S.A. Co… | Banking | 10 | 4 / 6 | $80,005 | 2018-12 → 2025-03 |
| PYPL | Paypal Holdings | Business Services | 25 | 4 / 21 | $200,013 | 2019-08 → 2025-03 |
| FNA | Paragon 28, Inc. Common Stock (FNA) | — | 3 | 2 / 1 | $24,002 | 2024-04 → 2025-02 |
| XYZ | Block, Inc. Class A Common Stock, (XYZ) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-02 |
| VRT | Vertiv Holdings, LLC Class A Common Sto… | Semiconductors | 5 | 2 / 3 | $40,003 | 2024-04 → 2025-02 |
| ICFI | ICF International, Inc. - Common Stock … | Business Services | 5 | 0 / 5 | $40,003 | 2023-01 → 2025-02 |
| ABEV | Ambev S.A. American Depositary Shares (… | Food & Beverage | 10 | 5 / 5 | $80,005 | 2019-03 → 2025-02 |
| TDG | Transdigm Group Incorporated Common Sto… | Defense & Aerospace | 6 | 2 / 4 | $48,003 | 2019-04 → 2025-02 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 7 | 3 / 4 | $56,004 | 2020-04 → 2025-01 |
| TT | Trane Technologies plc (TT) | Medical Devices | 17 | 6 / 11 | $136,009 | 2021-05 → 2025-01 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 9 | 1 / 8 | $72,005 | 2023-08 → 2025-01 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 3 | 1 / 2 | $24,002 | 2023-11 → 2025-01 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 20 | 6 / 14 | $160,010 | 2021-05 → 2025-01 |
| GBOOY | Grupo Financiero Banorte, S.A.B. De C.V… | — | 4 | 2 / 2 | $32,002 | 2019-02 → 2025-01 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) | Business Services | 20 | 10 / 10 | $167,011 | 2020-01 → 2025-01 |
| REGN | Regeneron Pharmaceuticals, Inc. - Commo… | Pharmaceuticals & Biotech | 20 | 7 / 13 | $160,010 | 2019-09 → 2025-01 |
| GMAB | Genmab A/S - American Depositary Shares… | Pharmaceuticals & Biotech | 8 | 5 / 3 | $64,004 | 2023-07 → 2025-01 |
| SQ | Block, Inc. Class A Common Stock, (SQ) | — | 14 | 8 / 6 | $112,007 | 2019-08 → 2024-12 |
| GWW | W.W. Grainger | Wholesale | 2 | 1 / 1 | $16,001 | 2023-10 → 2024-12 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) | Software & IT Services | 8 | 1 / 7 | $64,004 | 2019-03 → 2024-12 |
| PRIM | Primoris Services Corporation (PRIM) | Construction | 7 | 1 / 6 | $56,004 | 2019-12 → 2024-12 |
| GBCI | Glacier Bancorp, Inc. (GBCI) | Banking | 2 | 0 / 2 | $16,001 | 2022-03 → 2024-12 |
| TXRH | Texas Roadhouse, Inc. - Common Stock (T… | Retail & Consumer | 4 | 0 / 4 | $32,002 | 2022-06 → 2024-12 |
| PGNY | Progyny, Inc. - Common Stock (PGNY) | Healthcare Services | 1 | 0 / 1 | $8,001 | 2024-12 → 2024-12 |
| FOXF | Fox Factory Holding Corp. - Common Stoc… | Industrials | 7 | 4 / 3 | $56,004 | 2023-04 → 2024-11 |
| HQY | HealthEquity, Inc. - Common Stock (HQY) | Business Services | 7 | 4 / 3 | $56,004 | 2020-03 → 2024-11 |
| TCBI | Texas Capital Bancshares, Inc. - Common… | Banking | 2 | 1 / 1 | $16,001 | 2019-07 → 2024-10 |
| ICUI | ICU Medical, Inc. - Common Stock (ICUI) | Medical Devices | 4 | 1 / 3 | $32,002 | 2019-07 → 2024-10 |
| ITT | ITT Inc. Common Stock (ITT) | Industrials | 3 | 1 / 2 | $24,002 | 2022-06 → 2024-10 |
| GTES | Gates Industrial Corporation plc Ordina… | Industrials | 1 | 1 / 0 | $8,001 | 2024-10 → 2024-10 |
| ALG | Alamo Group, Inc. Common Stock (ALG) | Industrials | 4 | 0 / 4 | $32,002 | 2023-10 → 2024-10 |
| LRCX | Lam Research Corp | Industrials | 12 | 4 / 8 | $96,006 | 2020-02 → 2024-10 |
| MDB | MongoDB, Inc. - Class A Common Stock (M… | Software & IT Services | 11 | 5 / 6 | $88,006 | 2021-02 → 2024-10 |
| ALGM | Allegro MicroSystems, Inc. - Common Sto… | Semiconductors | 6 | 4 / 2 | $48,003 | 2023-01 → 2024-10 |
| APH | Amphenol Corporation Common Stock (APH) | Semiconductors | 6 | 2 / 4 | $48,003 | 2019-09 → 2024-09 |
| BOOT | Boot Barn Holdings, Inc. Common Stock (… | Retail & Consumer | 5 | 1 / 4 | $40,003 | 2020-10 → 2024-09 |
| CNS | Cohen & Steers Inc Common Stock (CNS) | Capital Markets | 1 | 0 / 1 | $8,001 | 2024-09 → 2024-09 |
| IBN | ICICI Bank Limited Common Stock (IBN) | Banking | 4 | 0 / 4 | $32,002 | 2023-02 → 2024-09 |
| CELH | Celsius Holdings Inc | Food & Beverage | 4 | 3 / 1 | $32,002 | 2023-11 → 2024-09 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 5 | 1 / 4 | $40,003 | 2020-06 → 2024-09 |
| RHP | Ryman Hospitality Properties, Inc. (RHP) | Investment Funds | 4 | 1 / 3 | $32,002 | 2019-12 → 2024-09 |
| HALO | Halozyme Therapeutics, Inc. - Common St… | Pharmaceuticals & Biotech | 5 | 2 / 3 | $40,003 | 2020-10 → 2024-09 |
| BNTX | BioNTech SE - American Depositary Share… | Pharmaceuticals & Biotech | 7 | 4 / 3 | $56,004 | 2023-12 → 2024-09 |
| HSHCY | HAIER SMART HOME U/ADR (HSHCY) | — | 14 | 8 / 6 | $112,007 | 2021-11 → 2024-08 |
| CHUY | Chuy's Holdings, Inc. - Common Stock (C… | — | 2 | 0 / 2 | $16,001 | 2020-09 → 2024-08 |
| MAR | Marriott International - Class A Common… | Consumer Services | 8 | 3 / 5 | $64,004 | 2022-04 → 2024-08 |
| JBL | Jabil Inc. Common Stock (JBL) | Electronics | 2 | 1 / 1 | $16,001 | 2023-10 → 2024-08 |
| MEDP | Medpace Holdings, Inc. - Common Stock (… | Business Services | 7 | 2 / 5 | $56,004 | 2020-10 → 2024-07 |
| HTLD | Heartland Express, Inc. - Common Stock … | Transportation | 2 | 0 / 2 | $16,001 | 2021-11 → 2024-07 |
| SGIOY | Shionogi & Co Ltd Unsponsored ADR (SGIO… | — | 7 | 5 / 2 | $56,004 | 2020-02 → 2024-07 |
| VIAV | Viavi Solutions Inc. - Common Stock (VI… | Semiconductors | 6 | 4 / 2 | $48,003 | 2020-05 → 2024-07 |
| ATRC | AtriCure, Inc. - Common Stock (ATRC) | Medical Devices | 3 | 1 / 2 | $24,002 | 2021-06 → 2024-07 |
| SHLS | Shoals Technologies Group, Inc. - Class… | Semiconductors | 10 | 6 / 4 | $80,005 | 2022-12 → 2024-07 |
| SONY | Sony Group Corporation American Deposit… | Electronics | 3 | 2 / 1 | $24,002 | 2023-12 → 2024-07 |
| HELE | Helen of Troy Limited | Electronics | 6 | 3 / 3 | $48,003 | 2020-03 → 2024-07 |
| ABNB | Airbnb, Inc. - Class A Common Stock (AB… | Business Services | 6 | 2 / 4 | $48,003 | 2021-02 → 2024-07 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 9 | 1 / 8 | $96,505 | 2021-11 → 2024-07 |
| DE | Deere & Company Common Stock (DE) | Industrials | 22 | 7 / 15 | $176,011 | 2020-12 → 2024-06 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 12 | 6 / 6 | $96,006 | 2020-07 → 2024-06 |
| MTDR | Matador Resources Company Common Stock … | Oil & Gas | 6 | 3 / 3 | $48,003 | 2018-12 → 2024-06 |
| AAGIY | AIA Group Limited | — | 7 | 2 / 5 | $56,004 | 2018-12 → 2024-06 |
| AIQUY | L'Air Liquide Ord American Depositary S… | — | 3 | 0 / 3 | $24,002 | 2019-03 → 2024-06 |
| SBGSY | SCHNEIDER ELEC UNSP/ADR (SBGSY) | — | 4 | 2 / 2 | $32,002 | 2019-11 → 2024-06 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 3 | 0 / 3 | $24,002 | 2020-04 → 2024-06 |
| MTX | Minerals Technologies Inc. Common Stock… | Chemicals | 3 | 2 / 1 | $24,002 | 2020-09 → 2024-06 |
| SONVY | SONOVA HLDNG AG UNSP/ADR (SONVY) | — | 3 | 0 / 3 | $24,002 | 2021-09 → 2024-06 |
| ASAZY | Assa Abloy AB Unsponsored ADR (ASAZY) | — | 3 | 2 / 1 | $24,002 | 2023-08 → 2024-06 |
| ALFVY | ALFA-LAVAL AB UNSP/ADR (ALFVY) | — | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| EPOKY | EPIROC AKTIEBOLAG U/ADR (EPOKY) | — | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| SYIEY | SYMRISE AG UNSP/ADR (SYIEY) | — | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| IART | Integra LifeSciences Holdings Corporati… | Medical Devices | 8 | 3 / 5 | $64,004 | 2020-02 → 2024-06 |
| ALGT | Allegiant Travel Company - Common Stock… | Transportation | 6 | 2 / 4 | $48,003 | 2020-09 → 2024-06 |
| XP | XP Inc. - Class A Common Stock | Capital Markets | 5 | 3 / 2 | $40,003 | 2021-12 → 2024-06 |
| PYCR | Paycor HCM, Inc. - Common Stock (PYCR) | — | 7 | 4 / 3 | $56,004 | 2021-07 → 2024-06 |
| ADBE | Adobe Systems Inc | Software & IT Services | 13 | 5 / 8 | $104,007 | 2018-12 → 2024-06 |
| AMSF | AMERISAFE, Inc. - Common Stock (AMSF) | Insurance | 1 | 0 / 1 | $8,001 | 2024-05 → 2024-05 |
| ALGN | Align Technology, Inc. - Common Stock (… | Medical Devices | 10 | 5 / 5 | $80,005 | 2020-11 → 2024-05 |
| RPD | Rapid7, Inc. - Common Stock (RPD) | Software & IT Services | 3 | 1 / 2 | $24,002 | 2020-02 → 2024-05 |
| EXAS | Exact Sciences Corporation - Common Sto… | — | 17 | 7 / 10 | $136,009 | 2019-05 → 2024-05 |
| LOPE | Grand Canyon Education, Inc. - Common S… | Education | 4 | 1 / 3 | $32,002 | 2021-07 → 2024-05 |
| WDAY | Workday, Inc. - Class A Common Stock (W… | Software & IT Services | 5 | 3 / 2 | $40,003 | 2020-09 → 2024-04 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 14 | 7 / 7 | $112,007 | 2020-11 → 2024-04 |
| TEX | Terex Corporation | Industrials | 6 | 3 / 3 | $48,003 | 2021-11 → 2024-04 |
| OCFC | OceanFirst Financial Corp. - Common Sto… | Banking | 6 | 4 / 2 | $48,003 | 2020-10 → 2024-04 |
| SSDOY | Shiseido Co Ltd Ord American Depositary… | — | 6 | 3 / 3 | $48,003 | 2022-04 → 2024-03 |
| PWP | Perella Weinberg Partners - Class A Com… | Banking | 1 | 1 / 0 | $8,001 | 2024-03 → 2024-03 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 10 | 2 / 8 | $80,005 | 2020-11 → 2024-03 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 11 | 5 / 6 | $88,006 | 2019-11 → 2024-02 |
| MRNA | Moderna, Inc. - Common Stock (MRNA) | Pharmaceuticals & Biotech | 7 | 1 / 6 | $56,004 | 2020-05 → 2024-02 |
| MSCI | MSCI Inc. Common Stock (MSCI) | Business Services | 3 | 0 / 3 | $24,002 | 2023-01 → 2024-02 |
| FSLR | First Solar, Inc. - Common Stock (FSLR) | Semiconductors | 9 | 6 / 3 | $72,005 | 2023-04 → 2024-02 |
| ALNY | Alnylam Pharmaceuticals, Inc. - Common … | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2020-04 → 2024-01 |
| ON | ON Semiconductor Corporation - Common S… | Semiconductors | 5 | 3 / 2 | $40,003 | 2023-10 → 2024-01 |
| LAD | Lithia Motors, Inc. Common Stock (LAD) | Retail & Consumer | 4 | 0 / 4 | $32,002 | 2020-08 → 2024-01 |
| AGIO | Agios Pharmaceuticals, Inc. - Common St… | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-01 → 2024-01 |
| PNGAY | PING AN INS CO OF CHINA (PNGAY) | — | 11 | 6 / 5 | $88,006 | 2019-03 → 2024-01 |
| NCLTY | NITORI HOLDINGS CO U/ADR (NCLTY) | — | 8 | 5 / 3 | $64,004 | 2020-03 → 2024-01 |
| PTEN | Patterson-UTI Energy, Inc. - Common Sto… | Oil & Gas | 5 | 3 / 2 | $40,003 | 2022-04 → 2024-01 |
| BAP | Credicorp Ltd. Common Stock (BAP) | Banking | 4 | 3 / 1 | $32,002 | 2023-06 → 2024-01 |
| GTLS | Chart Industries, Inc. (GTLS) | Industrials | 3 | 2 / 1 | $24,002 | 2023-07 → 2024-01 |
| LZAGY | Lonza Group Ag Zuerich Unsponsored ADR … | — | 4 | 0 / 4 | $32,002 | 2019-11 → 2023-12 |
| FANUY | Fanuc Corporation Unsponsored ADR (FANU… | — | 5 | 1 / 4 | $40,003 | 2019-01 → 2023-12 |
| PPRUY | Kering Unsponsored ADR (PPRUY) | — | 3 | 2 / 1 | $24,002 | 2022-06 → 2023-12 |
| COCO | The Vita Coco Company, Inc. - Common St… | Food & Beverage | 1 | 1 / 0 | $8,001 | 2023-12 → 2023-12 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2023-11 → 2023-11 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 9 | 2 / 7 | $72,005 | 2020-10 → 2023-11 |
| EL | Estee Lauder Companies | Chemicals | 10 | 2 / 8 | $80,005 | 2019-10 → 2023-10 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 4 | 0 / 4 | $32,002 | 2022-03 → 2023-10 |
| SGEN | Seagen Inc. (SGEN) | — | 9 | 4 / 5 | $72,005 | 2020-02 → 2023-10 |
| SHYF | The Shyft Group, Inc. (SHYF) | — | 3 | 1 / 2 | $24,002 | 2023-09 → 2023-10 |
| VCYT | Veracyte, Inc. - Common Stock (VCYT) | Healthcare Services | 4 | 2 / 2 | $32,002 | 2019-12 → 2023-10 |
| ADYEY | ADYEN NV UNSP/ADR (ADYEY) | — | 10 | 5 / 5 | $80,005 | 2020-03 → 2023-10 |
| RVLV | Revolve Group, Inc. Class A (RVLV) | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2021-05 → 2023-10 |
| TWKS | Thoughtworks Holding, Inc. (TWKS) | — | 8 | 5 / 3 | $64,004 | 2022-03 → 2023-10 |
| BCRX | BioCryst Pharmaceuticals, Inc. - Common… | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2022-08 → 2023-10 |
| DCO | Ducommun Incorporated Common Stock (DCO) | Defense & Aerospace | 1 | 1 / 0 | $8,001 | 2023-10 → 2023-10 |
| TGT | Target Corp | Retail & Consumer | 7 | 2 / 5 | $56,004 | 2022-04 → 2023-09 |
| VBTX | Veritex Holdings, Inc. (VBTX) | — | 7 | 3 / 4 | $56,004 | 2022-03 → 2023-09 |
| CYRX | CryoPort, Inc. (CYRX) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2020-01 → 2023-09 |
| CSPCY | CSPC PHARMS GRP U/ADR (CSPCY) | — | 11 | 6 / 5 | $88,006 | 2021-04 → 2023-09 |
| ARQT | Arcutis Biotherapeutics, Inc. - Common … | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2022-06 → 2023-09 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 8 | 0 / 8 | $64,004 | 2019-06 → 2023-09 |
| EFX | Equifax, Inc. Common Stock (EFX) | Business Services | 6 | 2 / 4 | $48,003 | 2021-11 → 2023-08 |
| TPR | Tapestry, Inc. Common Stock (TPR) | Materials | 7 | 3 / 4 | $56,004 | 2021-02 → 2023-08 |
| KUBTY | Kubota Corporation (KUBTY) | — | 2 | 0 / 2 | $16,001 | 2023-07 → 2023-07 |
| HLIO | Helios Technologies, Inc. (HLIO) | Industrials | 3 | 0 / 3 | $24,002 | 2021-11 → 2023-07 |
| SRPT | Sarepta Therapeutics, Inc. - Common Sto… | Pharmaceuticals & Biotech | 5 | 3 / 2 | $40,003 | 2019-12 → 2023-07 |
| AORT | Artivion, Inc. Common Stock (AORT) | Medical Devices | 2 | 1 / 1 | $16,001 | 2023-06 → 2023-07 |
| ETSY | Etsy, Inc. - Common Stock | Business Services | 8 | 3 / 5 | $64,004 | 2021-03 → 2023-05 |
| COF | Capital One Financial Corporation Commo… | Banking | 8 | 4 / 4 | $64,004 | 2021-07 → 2023-05 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 16 | 8 / 8 | $128,008 | 2019-11 → 2023-05 |
| SNAP | Snap Inc. Class A Common Stock (SNAP) | Software & IT Services | 12 | 4 / 8 | $96,006 | 2020-04 → 2023-04 |
| ENPH | Enphase Energy, Inc. - Common Stock (EN… | Semiconductors | 6 | 3 / 3 | $48,003 | 2020-10 → 2023-04 |
| CHDN | Churchill Downs, Incorporated - Common … | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2018-12 → 2023-04 |
| SBCF | Seacoast Banking Corporation of Florida… | Banking | 5 | 3 / 2 | $40,003 | 2019-11 → 2023-03 |
| WDS | Woodside Energy Group Limited American … | Oil & Gas | 1 | 0 / 1 | $8,001 | 2023-03 → 2023-03 |
| SIVB | SVB Financial Group - Common Stock | — | 7 | 4 / 3 | $56,004 | 2019-02 → 2023-03 |
| FIVE | Five Below, Inc. - Common Stock (FIVE) | Retail & Consumer | 4 | 0 / 4 | $32,002 | 2019-10 → 2023-02 |
| VRSK | Verisk Analytics, Inc. - Common Stock (… | Software & IT Services | 3 | 2 / 1 | $24,002 | 2021-05 → 2023-02 |
| ADP | Automatic Data Processing, Inc. - Commo… | Software & IT Services | 7 | 4 / 3 | $56,004 | 2022-08 → 2023-02 |
| MTCH | Match Group, Inc. - Common Stock | Software & IT Services | 6 | 2 / 4 | $48,003 | 2020-11 → 2023-01 |
| SYNH | Syneos Health, Inc. - Class A (SYNH) | — | 4 | 0 / 4 | $32,002 | 2021-08 → 2023-01 |
| SUPN | Supernus Pharmaceuticals, Inc. - Common… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2020-05 → 2022-12 |
| RBA | RB Global, Inc. Common Stock (RBA) | Business Services | 4 | 0 / 4 | $32,002 | 2020-08 → 2022-12 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 15 | 5 / 10 | $144,508 | 2018-12 → 2022-10 |
| CCXI | ChemoCentryx, Inc. (CCXI) | Industrials | 5 | 2 / 3 | $40,003 | 2021-12 → 2022-10 |
| PCTY | Paylocity Holding Corporation - Common … | Software & IT Services | 4 | 0 / 4 | $32,002 | 2020-02 → 2022-10 |
| CVET | Covetrus, Inc. | — | 9 | 5 / 4 | $72,005 | 2020-08 → 2022-09 |
| ABMD | ABIOMED, Inc. (ABMD) | — | 3 | 1 / 2 | $24,002 | 2019-12 → 2022-09 |
| CRNC | 2000097616 JT Cerence Inc. (CRNC) | Software & IT Services | 4 | 2 / 2 | $32,002 | 2020-11 → 2022-08 |
| SGSOY | SGS SA ADR (SGSOY) | — | 3 | 2 / 1 | $24,002 | 2019-04 → 2022-08 |
| NOVT | Novanta Inc. - Common Shares (NOVT) | Technology Hardware | 2 | 1 / 1 | $16,001 | 2019-04 → 2022-07 |
| DFKCY | DAIFUKU CO LTD UNSP/ADR (DFKCY) | — | 2 | 2 / 0 | $16,001 | 2022-06 → 2022-06 |
| LHCG | LHC Group - common stock (LHCG) | — | 4 | 1 / 3 | $32,002 | 2020-02 → 2022-06 |
| AVNT | Avient Corporation Common Stock (AVNT) | Chemicals | 1 | 0 / 1 | $8,001 | 2022-06 → 2022-06 |
| CHKP | Check Point Software Technologies Ltd. … | Software & IT Services | 5 | 0 / 5 | $40,003 | 2020-03 → 2022-05 |
| ECOL | US Ecology, Inc. (ECOL) | — | 2 | 0 / 2 | $16,001 | 2020-09 → 2022-04 |
| UL | Unilever Plc ADR | Chemicals | 3 | 1 / 2 | $24,002 | 2020-03 → 2022-03 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 7 | 4 / 3 | $56,004 | 2020-07 → 2022-03 |
| CSTL | Castle Biosciences, Inc. - Common stock… | Healthcare Services | 2 | 1 / 1 | $16,001 | 2020-12 → 2022-03 |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. -… | Retail & Consumer | 6 | 3 / 3 | $48,003 | 2019-10 → 2022-03 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 1 | 0 / 1 | $32,501 | 2022-02 → 2022-02 |
| AFRM | Affirm Holdings, Inc. - Class A (AFRM) | Banking | 3 | 1 / 2 | $24,002 | 2021-10 → 2022-02 |
| BEN | Franklin Resources, Inc. Common Stock (… | Capital Markets | 9 | 4 / 5 | $72,005 | 2018-12 → 2022-01 |
| ITUB | Itau Unibanco Banco Holding SA American… | Banking | 4 | 2 / 2 | $32,002 | 2019-03 → 2021-12 |
| CMP | Compass Minerals Intl Inc (CMP) | Mining & Metals | 3 | 1 / 2 | $24,002 | 2019-12 → 2021-11 |
| INDB | Independent Bank Corp. - Common Stock (… | Banking | 1 | 0 / 0 | $8,001 | 2021-11 → 2021-11 |
| SSNC | SS&C Technologies Holdings, Inc. - Comm… | Software & IT Services | 4 | 2 / 2 | $32,002 | 2019-12 → 2021-11 |
| EBS | Emergent BioSolutions Inc. Common Stock… | Pharmaceuticals & Biotech | 6 | 3 / 3 | $48,003 | 2020-06 → 2021-11 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 6 | 3 / 3 | $48,003 | 2020-11 → 2021-10 |
| BMRN | BioMarin Pharmaceutical Inc. (BMRN) | Pharmaceuticals & Biotech | 5 | 3 / 2 | $40,003 | 2019-12 → 2021-10 |
| QCOM | QUALCOMM Incorporated - Common Stock (Q… | Electronics | 6 | 3 / 3 | $48,003 | 2019-04 → 2021-10 |
| W | Wayfair Inc. Class A Common Stock (W) | Retail & Consumer | 4 | 1 / 3 | $32,002 | 2020-08 → 2021-09 |
| Z | Zillow Group, Inc. - Class C Capital St… | Business Services | 6 | 4 / 2 | $48,003 | 2020-09 → 2021-09 |
| TWTR | Twitter, Inc. (TWTR) | — | 5 | 2 / 3 | $40,003 | 2020-11 → 2021-09 |
| CREE | Cree, Inc. (CREE) | — | 2 | 1 / 1 | $16,001 | 2021-02 → 2021-09 |
| PINS | Pinterest, Inc. Class A Common Stock (P… | Software & IT Services | 4 | 1 / 3 | $32,002 | 2020-11 → 2021-08 |
| SAM | boston beer Company, Inc. (SAM) | Food & Beverage | 3 | 2 / 1 | $24,002 | 2020-08 → 2021-07 |
| ROLL | RbC bearings Incorporated (ROLL) | — | 1 | 0 / 1 | $8,001 | 2021-07 → 2021-07 |
| QTS | QTS Realty Trust, Inc. Class A (QTS) | — | 1 | 0 / 1 | $8,001 | 2021-07 → 2021-07 |
| SITE | SiteOne Landscape Supply, Inc. (SITE) | Wholesale | 5 | 1 / 4 | $40,003 | 2019-03 → 2021-06 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 2 | 0 / 2 | $16,001 | 2021-03 → 2021-06 |
| DISCA | Discovery, Inc. - Series A (DISCA) | — | 3 | 1 / 2 | $24,002 | 2021-03 → 2021-06 |
| ROKU | Roku, Inc. | Telecommunications | 2 | 1 / 1 | $16,001 | 2021-03 → 2021-04 |
| LULU | lululemon athletica inc. - Common Stock… | Consumer Goods | 9 | 1 / 8 | $72,005 | 2019-05 → 2021-04 |
| CENT | Central Garden & Pet Company (CENT) | Wholesale | 4 | 1 / 3 | $32,002 | 2019-12 → 2021-04 |
| CACI | CACI International, Inc. Class A Common… | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-03 |
| ESTC | Elastic N.V. Ordinary Shares (ESTC) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2021-03 → 2021-03 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 5 | 0 / 5 | $40,003 | 2019-04 → 2021-03 |
| ROG | Rogers Corporation (ROG) | Chemicals | 4 | 1 / 3 | $32,002 | 2020-09 → 2021-03 |
| ADDYY | adidas AG Sponsored ADR (ADDYY) | — | 2 | 1 / 1 | $16,001 | 2019-01 → 2021-03 |
| VEEV | Veeva Systems Inc. Class A Common Stock… | Software & IT Services | 3 | 0 / 3 | $24,002 | 2020-09 → 2021-03 |
| PFPT | Proofpoint, Inc. (PFPT) | — | 1 | 0 / 1 | $8,001 | 2021-02 → 2021-02 |
| SLAB | Silicon Laboratories, Inc. - Common Sto… | Semiconductors | 1 | 0 / 1 | $8,001 | 2021-02 → 2021-02 |
| ROP | Roper Technologies, Inc. (ROP) | Medical Devices | 4 | 0 / 4 | $32,002 | 2019-11 → 2021-02 |
| EQIX | Equinix, Inc. - Common Stock (EQIX) | Investment Funds | 1 | 0 / 1 | $8,001 | 2021-02 → 2021-02 |
| WSC | WillScot Holdings Corporation - Class A… | Business Services | 3 | 0 / 3 | $24,002 | 2020-10 → 2021-02 |
| GRUB | Grubhub Inc. | — | 2 | 1 / 1 | $16,001 | 2020-05 → 2021-02 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 6 | 3 / 3 | $72,503 | 2018-12 → 2021-02 |
| PM | Philip Morris International Inc | Food & Beverage | 4 | 2 / 2 | $56,502 | 2018-12 → 2021-02 |
| CSGP | CoStar Group, Inc. - Common Stock (CSGP) | Business Services | 4 | 0 / 4 | $32,002 | 2019-11 → 2021-02 |
| LUKOY | Lukoil Co Sponsored AdR (LUKOY) | — | 4 | 3 / 1 | $32,002 | 2019-03 → 2021-02 |
| HAE | Haemonetics Corporation (HAE) | Medical Devices | 5 | 3 / 2 | $40,003 | 2020-05 → 2021-01 |
| BRKS | Brooks Automation, Inc. (BRKS) | — | 2 | 2 / 0 | $16,001 | 2020-12 → 2021-01 |
| VTRS | Viatris Inc. - Common Stock (VTRS) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2020-11 → 2020-12 |
| CHL | China Mobile Limited (CHL) | — | 6 | 3 / 3 | $48,003 | 2019-03 → 2020-12 |
| CCMP | CMC Materials, Inc. (CCMP) | — | 2 | 1 / 1 | $16,001 | 2020-08 → 2020-12 |
| VRTU | Virtusa Corporation (VRTU) | — | 3 | 1 / 2 | $24,002 | 2018-12 → 2020-11 |
| TEAM | Atlassian Corporation - Class A Common … | Software & IT Services | 4 | 0 / 4 | $32,002 | 2019-11 → 2020-11 |
| QDEL | QuidelOrtho Corporation (QDEL) | Pharmaceuticals & Biotech | 3 | 1 / 2 | $24,002 | 2020-03 → 2020-11 |
| ILMN | Illumina, Inc. - Common Stock (ILMN) | Medical Devices | 2 | 0 / 2 | $16,001 | 2019-09 → 2020-11 |
| LYFT | Lyft, Inc. - Class A (LYFT) | Business Services | 4 | 2 / 2 | $32,002 | 2020-06 → 2020-10 |
| FLT | FleetCor Technologies, Inc. Common Stock | — | 4 | 2 / 2 | $32,002 | 2020-06 → 2020-10 |
| WBS | Webster Financial Corporation Common St… | Banking | 3 | 1 / 2 | $24,002 | 2020-09 → 2020-10 |
| PSX | Phillips 66 | Oil & Gas | 4 | 2 / 2 | $32,002 | 2020-06 → 2020-10 |
| CRY | CryoLife, Inc. (CRY) | — | 3 | 2 / 1 | $24,002 | 2020-01 → 2020-10 |
| EBSB | Meridian bancorp, Inc. (EbSb) | — | 2 | 1 / 1 | $16,001 | 2020-09 → 2020-10 |
| PRA | ProAssurance Corporation (PRA) | — | 2 | 0 / 2 | $16,001 | 2019-07 → 2020-10 |
| YNDX | Yandex N.V. - Class A Ordinary Shares (… | — | 1 | 0 / 1 | $8,001 | 2020-10 → 2020-10 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 1 | 0 / 1 | $8,001 | 2020-09 → 2020-09 |
| CTLT | Catalent, Inc. (CTLT) | — | 5 | 0 / 5 | $40,003 | 2020-02 → 2020-09 |
| DRQ | Dril-Quip, Inc. (DRQ) | — | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-09 |
| POWI | Power Integrations, Inc. (POWI) | Semiconductors | 2 | 0 / 2 | $16,001 | 2019-01 → 2020-08 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) | Materials | 4 | 1 / 3 | $32,002 | 2019-01 → 2020-08 |
| LVS | Las Vegas Sands Corp. Common Stock (LVS) | Consumer Services | 3 | 1 / 2 | $24,002 | 2019-10 → 2020-08 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) | Retail & Consumer | 2 | 0 / 2 | $16,001 | 2019-09 → 2020-08 |
| WDFC | WD-40 Company - Common Stock (WDFC) | Chemicals | 1 | 0 / 1 | $8,001 | 2020-07 → 2020-07 |
| RDS.B | Royal Dutch Shell PLC Royal Dutch Shell… | — | 4 | 2 / 2 | $32,002 | 2019-03 → 2020-07 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 1 / 2 | $24,002 | 2019-04 → 2020-06 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 0 / 2 | $16,001 | 2019-09 → 2020-06 |
| AMADY | Amadeus IT Holding SA Unsponsored Ameri… | — | 3 | 2 / 1 | $24,002 | 2019-06 → 2020-06 |
| BIDU | Baidu, Inc. - American Depositary Share… | Software & IT Services | 4 | 1 / 3 | $32,002 | 2019-12 → 2020-06 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 2 / 1 | $140,002 | 2020-02 → 2020-05 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 1 / 1 | $65,001 | 2020-03 → 2020-05 |
| CNI | Canadian National Railway Company Commo… | Transportation | 2 | 0 / 2 | $16,001 | 2019-02 → 2020-05 |
| CMD | Cantel Medical Corp. (CMD) | — | 1 | 0 / 1 | $8,001 | 2020-05 → 2020-05 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 3 | 1 / 2 | $24,002 | 2018-12 → 2020-05 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 2 | 1 / 1 | $16,001 | 2019-04 → 2020-05 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 3 | 0 / 3 | $24,002 | 2020-02 → 2020-04 |
| SLB | Schlumberger N.V. | Oil & Gas | 7 | 3 / 4 | $56,004 | 2018-12 → 2020-04 |
| KMTUY | Komatsu Ltd Ord American Depositary Sha… | — | 3 | 2 / 1 | $24,002 | 2019-12 → 2020-04 |
| BA | Boeing Company (BA) | Defense & Aerospace | 5 | 0 / 5 | $40,003 | 2019-10 → 2020-04 |
| HSBC | HSBC Holdings, plc. Common Stock (HSBC) | Banking | 2 | 1 / 1 | $16,001 | 2019-11 → 2020-03 |
| DNTUY | Dentsu Inc Tokyo Unsponsored ADR (DNTUY) | — | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-03 |
| EXLS | ExlService Holdings, Inc. - Common Stock | Business Services | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| UAL | United Airlines Holdings, Inc. - Common… | Transportation | 1 | 1 / 0 | $32,501 | 2020-03 → 2020-03 |
| CCL | Carnival Corp | Transportation | 4 | 2 / 2 | $32,002 | 2018-12 → 2020-03 |
| JBT | John Bean Technologies Corporation (JBT) | — | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| PEB | Pebblebrook Hotel Trust Common Shares o… | Investment Funds | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| ECL | Ecolab Inc | Chemicals | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| PCAR | PACCAR Inc. - Common Stock (PCAR) | Automotive | 5 | 1 / 4 | $64,503 | 2018-12 → 2020-02 |
| UBSI | United Bankshares, Inc. - Common Stock … | Banking | 3 | 1 / 2 | $24,002 | 2019-12 → 2020-02 |
| WMGI | Wright Medical Group N.V. - ordinary Sh… | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| FUPBY | Fuchs Petrolub SE Unsponsored American … | — | 1 | 0 / 1 | $8,001 | 2020-01 → 2020-01 |
| SSL | Sasol Ltd. American Depositary Shares (… | Oil & Gas | 2 | 1 / 1 | $16,001 | 2019-12 → 2020-01 |
| NPSNY | Naspers Limited | — | 2 | 0 / 2 | $16,001 | 2019-01 → 2019-11 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 3 | 1 / 2 | $24,002 | 2019-02 → 2019-11 |
| IBKC | IbERIabaNK Corporation (IbKC) | — | 1 | 0 / 1 | $8,001 | 2019-11 → 2019-11 |
| ZEN | Zendesk, Inc. (ZEN) | — | 2 | 1 / 1 | $16,001 | 2019-05 → 2019-10 |
| XLNX | Xilinx, Inc. | — | 1 | 0 / 1 | $8,001 | 2019-10 → 2019-10 |
| CBM | Cambrex Corporation (CbM) | — | 1 | 0 / 1 | $8,001 | 2019-10 → 2019-10 |
| VRTX | Vertex Pharmaceuticals Incorporated - C… | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2019-04 → 2019-09 |
| PODD | Insulet Corp | Medical Devices | 2 | 1 / 1 | $16,001 | 2019-02 → 2019-09 |
| WPX | WPX Energy, Inc. | — | 1 | 1 / 0 | $8,001 | 2019-09 → 2019-09 |
| MDSO | Medidata Solutions, Inc. (MdSo) | — | 1 | 0 / 1 | $8,001 | 2019-08 → 2019-08 |
| NEU | NewMarket Corp (NEU) | Chemicals | 4 | 0 / 4 | $32,002 | 2019-01 → 2019-08 |
| BAMXY | Bayerische Motoren Werke Ag Unsponsored… | — | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| TMSNY | Temenos Group AG SPONSORED ADR (TMSNY) | — | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| DUK | Duke Energy Corp | Utilities | 1 | 0 / 1 | $8,001 | 2019-06 → 2019-06 |
| GD | General Dynamics Corp | Industrials | 3 | 0 / 3 | $24,002 | 2018-12 → 2019-05 |
| AMRX | amneal Pharmaceuticals, Inc. Class a (a… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2019-05 → 2019-05 |
| JGCCY | J g C Corp (JgCCY) | — | 3 | 1 / 2 | $24,002 | 2018-12 → 2019-05 |
| WP | Worldpay, Inc. Class a (WP) | — | 4 | 0 / 2 | $32,002 | 2018-01 → 2019-04 |
| GLOB | Globant S.A. Common Shares (GLOB) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2019-04 → 2019-04 |
| EPAM | EPAM Systems, Inc. Common Stock (EPAM) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| BAYRY | Bayer Aktiengesellschaft American Depos… | — | 3 | 1 / 2 | $24,002 | 2018-12 → 2019-04 |
| AZSEY | Allianz SE ADS (AZSEY) | — | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| HAS | Hasbro, Inc. - Common Stock (HAS) | Consumer Goods | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
| MONOY | Monotaro Co. Ltd., Osaka Unsponsored AD… | — | 2 | 0 / 2 | $16,001 | 2019-03 → 2019-03 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 1 | 0 / 1 | $8,001 | 2019-03 → 2019-03 |
| IBP | Installed Building Products, Inc. Commo… | Construction | 3 | 1 / 2 | $24,002 | 2018-12 → 2019-02 |
| LVMUY | LVMH Moet Hennessy Louis Vuitton Unspon… | — | 2 | 0 / 2 | $16,001 | 2019-02 → 2019-02 |
| TS | Tenaris S.A. American depositary Shares… | Mining & Metals | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| BLKB | Blackbaud, Inc. (BlKB) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-02 → 2019-02 |
| POL | Polyone Corporation (PoL) | — | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| APNHY | Aspen Pharmacare Holdings plc Unsponsor… | — | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| DPLO | diplomat Pharmacy, Inc. (dPLo) | — | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| PRAA | PRA Group, Inc. (PRAA) | Banking | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| TUP | Tupperware brands Corporation (TUP) | — | 2 | 1 / 1 | $16,001 | 2018-12 → 2019-01 |
| FMS | Fresenius Medical Care AG (FMS) | Healthcare Services | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| WB | Weibo Corporation - American Depositary… | Software & IT Services | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
| NBIX | Neurocrine Biosciences, Inc. - Common S… | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +0.8% | 27 | $216,014 |
| 2025 | +3.0% | 316 | $19,528,658 |
| 2024 | -0.1% | 467 | $90,578,234 |
| 2023 | 0.0% | 524 | $91,949,763 |
| 2022 | +0.1% | 308 | $32,277,154 |
| 2021 | -0.3% | 338 | $84,023,671 |
| 2020 | +0.3% | 374 | $12,050,690 |
| 2019 | -0.9% | 235 | $3,762,119 |
| 2018 | -1.7% | 35 | $360,518 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-17 | NTDOY | Nintendo Co Ltd ADR (NTDOY) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-10 | INSM | Insmed Incorporated - Common Stock (INSM) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-01 | NVZMY | NOVONESIS B UNSP/ADR (NVZMY) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-01 | NSRGY | NESTLE S.A S/ADR (NSRGY) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-01 | BKNG | Booking Holdings Inc. - Common Stock (BKNG) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-01 | BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) | sell | $1,001 – $15,000 | joint | record |
| 2026-06-01 | ADC | Agree Realty Corporation Common Stock (ADC) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-27 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-22 | LITE | Lumentum Holdings Inc. - Common Stock (LITE) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-22 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-21 | MU | Micron Technology, Inc. - Common Stock (MU) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-19 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $500,001 – $1,000,000 | joint | record |
| 2026-05-19 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $250,001 – $500,000 | joint | record |
| 2026-05-19 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $500,001 – $1,000,000 | joint | record |
| 2026-05-19 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $250,001 – $500,000 | joint | record |
| 2026-05-19 | ADI | Analog Devices, Inc. - Common Stock (ADI) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-15 | TPH | Tri Pointe Homes, Inc. Common Stock (TPH) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-14 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-14 | NSRGY | NESTLE S.A S/ADR (NSRGY) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-07 | SNDK | Sandisk Corporation - Common Stock When-Issued (SNDK) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-05 | NSRGY | NESTLE S.A S/ADR (NSRGY) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-05 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-05 | ABBV | AbbVie Inc. Common Stock (ABBV) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-04 | TWLO | Twilio Inc. Class A Common Stock (TWLO) | buy | $1,001 – $15,000 | joint | record |
| 2026-05-04 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-04 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | sell | $1,001 – $15,000 | joint | record |
| 2026-05-01 | FN | Fabrinet Ordinary Shares (FN) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-28 | MMM | 3M Company Common Stock (MMM) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-27 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-24 | NOW | ServiceNow, Inc. Common Stock (NOW) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-24 | IBM | International Business Machines Corporation Common Stock (IBM) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-23 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-16 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-15 | FCX | Freeport-McMoRan, Inc. Common Stock (FCX) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-13 | INTA | Intapp, Inc. - Common Stock (INTA) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-13 | IFNNY | Infineon Technologies AG (IFNNY) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-13 | HDB | HDFC Bank Limited Common Stock (HDB) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-09 | VLY | Valley National Bancorp (VLY) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-09 | TSCO | Tractor Supply Company - Common Stock (TSCO) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | SYF | Synchrony Financial Common Stock (SYF) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | PFGC | Performance Food Group Company Common Stock (PFGC) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | MLM | Martin Marietta Materials, Inc. Common Stock (MLM) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | MKTX | MarketAxess Holdings, Inc. - Common Stock (MKTX) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-09 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | GS | Goldman Sachs Group, Inc. (GS) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | F | Ford Motor Company Common Stock (F) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | DLTR | Dollar Tree, Inc. - Common Stock (DLTR) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-09 | DRI | Darden Restaurants, Inc. Common Stock (DRI) | sell | $15,001 – $50,000 | joint | record |
| 2026-04-09 | T | AT&T Inc. (T) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-09 | ALLY | Ally Financial Inc. Common Stock (ALLY) | sell | $1,001 – $15,000 | joint | record |
| 2026-04-06 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-06 | FWRG | First Watch Restaurant Group, Inc. - Common Stock (FWRG) | buy | $1,001 – $15,000 | joint | record |
| 2026-04-06 | CBZ | CBIZ, Inc. Common Stock (CBZ) | buy | $1,001 – $15,000 | joint | record |
| 2026-03-25 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $500,001 – $1,000,000 | joint | record |
| 2026-03-25 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $50,001 – $100,000 | joint | record |
| 2026-03-24 | FN | Fabrinet Ordinary Shares (FN) | buy | $1,001 – $15,000 | joint | record |
| 2026-03-24 | XNGSY | EEN ENERGY HLDGS UNSP/ADR (XNGSY) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-24 | CCI | Crown Castle Inc. Common Stock (CCI) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-12 | LZB | La-Z-Boy Incorporated Common Stock (LZB) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-12 | INTA | Intapp, Inc. - Common Stock (INTA) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-12 | IFNNY | Infineon Technologies AG (IFNNY) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-12 | HDB | HDFC Bank Limited Common Stock (HDB) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-12 | ALC | Alcon Inc. Ordinary Shares (ALC) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-10 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | buy | $1,001 – $15,000 | joint | record |
| 2026-03-06 | NOW | ServiceNow, Inc. Common Stock (NOW) | buy | $1,001 – $15,000 | joint | record |
| 2026-03-05 | PHR | Phreesia, Inc. Common Stock (PHR) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-05 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-05 | FWRG | First Watch Restaurant Group, Inc. - Common Stock (FWRG) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-05 | COLB | Columbia Banking System, Inc. - Common Stock (COLB) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-05 | CBZ | CBIZ, Inc. Common Stock (CBZ) | sell | $1,001 – $15,000 | joint | record |
| 2026-03-05 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-27 | PANW | Palo Alto Networks, Inc. (PANW) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-27 | IFNNY | Infineon Technologies AG (IFNNY) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-26 | FSS | Federal Signal Corporation Common Stock (FSS) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-20 | INTU | Intuit Inc. - Common Stock (INTU) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-18 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-18 | CVNA | Carvana Co. Class A Common Stock (CVNA) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-05 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-05 | GEV | GE Vernova Inc. Common Stock (GEV) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-05 | CMI | Cummins Inc. Common Stock (CMI) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-04 | MRK | Merck & Company, Inc. Common Stock (MRK) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-04 | FICO | Fair Isaac Corporation Common Stock (FICO) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-04 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-04 | NET | Cloudflare, Inc. Class A Common Stock (NET) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-02 | MNST | Monster Beverage Corporation - Common Stock (MNST) | buy | $1,001 – $15,000 | joint | record |
| 2026-02-02 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $1,001 – $15,000 | joint | record |
| 2026-02-02 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2026-01-30 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $1,001 – $15,000 | joint | record |
| 2026-01-30 | NOW | ServiceNow, Inc. Common Stock (NOW) | sell | $1,001 – $15,000 | joint | record |
| 2026-01-27 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | buy | $1,001 – $15,000 | joint | record |
| 2026-01-26 | SNDR | Schneider National, Inc. Common Stock (SNDR) | sell | $1,001 – $15,000 | joint | record |
| 2026-01-26 | NSRGY | NESTLE S.A S/ADR (NSRGY) | sell | $1,001 – $15,000 | joint | record |
| 2026-01-26 | ICE | Intercontinental Exchange Inc. Common Stock (ICE) | buy | $1,001 – $15,000 | joint | record |
| 2025-12-17 | NOW | ServiceNow, Inc. Common Stock (NOW) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-12 | LNG | Cheniere Energy, Inc. Common Stock (LNG) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-11 | UBER | Uber Technologies, Inc. Common Stock (UBER) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-08 | UTZ | Utz Brands Inc Class A Common Stock (UTZ) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-08 | APD | Air Products and Chemicals, Inc. Common Stock (APD) | sell | $15,001 – $50,000 | joint | record |
| 2025-12-05 | SSMXY | SYSMEX CORP UNSP/ASDR (SSMXY) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-05 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-05 | MTHRY | M3 INC UNSP/ADR (MTHRY) | sell | $1,001 – $15,000 | joint | record |
| 2025-12-05 | CVLT | Commvault Systems, Inc. - Common Stock (CVLT) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | DASTY | DASSAULT SYSTEMES SA ADR (DASTY) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-19 | KKR | KKR & Co. Inc. Common Stock (KKR) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-19 | HUBS | HubSpot, Inc. Common Stock (HUBS) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-19 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-19 | FIS | Fidelity National Information Services, Inc. Common Stock (FIS) | sell | $15,001 – $50,000 | joint | record |
| 2025-11-19 | EW | Edwards Lifesciences Corporation Common Stock (EW) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-19 | BHP | BHP Group Limited American Depositary Shares (BHP) | sell | $1,001 – $15,000 | joint | record |
| 2025-11-17 | CSW | CSW Industrials, Inc. Common Stock (CSW) | buy | $1,001 – $15,000 | joint | record |
| 2025-10-20 | MMM | 3M Company Common Stock (MMM) | sell | $1,001 – $15,000 | joint | record |
| 2025-10-17 | NICE | NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | buy | $1,001 – $15,000 | joint | record |
| 2025-10-17 | NTES | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | buy | $1,001 – $15,000 | joint | record |
| 2025-10-16 | ICE | Intercontinental Exchange Inc. Common Stock (ICE) | sell | $1,001 – $15,000 | joint | record |
| 2025-09-30 | MTHRY | M3 INC UNSP/ADR (MTHRY) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-23 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | sell | $1,001 – $15,000 | joint | record |
| 2025-09-23 | CVLT | Commvault Systems, Inc. - Common Stock (CVLT) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-22 | TNDM | Tandem Diabetes Care, Inc. - Common Stock (TNDM) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-22 | SSMXY | SYSMEX CORP UNSP/ASDR (SSMXY) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-22 | NTRA | Natera, Inc. - Common Stock (NTRA) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-22 | IRT | Independence Realty Trust, Inc. Common Stock (IRT) | buy | $1,001 – $15,000 | joint | record |
| 2025-09-22 | DEO | Diageo plc Common Stock (DEO) | sell | $1,001 – $15,000 | joint | record |
| 2025-09-11 | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) | sell | $1,001 – $15,000 | joint | record |
| 2025-09-03 | ISRG | Intuitive Surgical, Inc. - Common Stock (ISRG) | sell | $1,001 – $15,000 | joint | record |
| 2025-08-22 | NTRA | Natera, Inc. - Common Stock (NTRA) | buy | $1,001 – $15,000 | joint | record |
| 2025-08-21 | SSMXY | SYSMEX CORP UNSP/ASDR (SSMXY) | sell | $1,001 – $15,000 | joint | record |
| 2025-08-12 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-08-12 | IBM | International Business Machines Corporation Common Stock (IBM) | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-28 | WMT | Walmart Inc. Common Stock (WMT) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-25 | IBM | International Business Machines Corporation Common Stock (IBM) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-22 | NTRA | Natera, Inc. - Common Stock (NTRA) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-18 | ABT | Abbott Laboratories Common Stock (ABT) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-16 | IRT | Independence Realty Trust, Inc. Common Stock (IRT) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-14 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-07-02 | SWTX | SpringWorks Therapeutics, Inc. - common stock (SWTX) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-26 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-25 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-25 | AVGO | Broadcom Inc. - Common Stock (AVGO) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-24 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-24 | NVDA | NVIDIA Corporation - Common Stock (NVDA) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-24 | COP | ConocoPhillips Common Stock (COP) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-20 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-20 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-20 | NET | Cloudflare, Inc. Class A Common Stock (NET) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-20 | CVNA | Carvana Co. Class A Common Stock (CVNA) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-16 | INSM | Insmed Incorporated - Common Stock (INSM) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-13 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | joint | record |
| 2025-06-05 | TSLA | Tesla, Inc. - Common Stock (TSLA) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-04 | UNP | Union Pacific Corporation Common Stock (UNP) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-04 | CRM | Salesforce, Inc. Common Stock (CRM) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-03 | PFE | Pfizer, Inc. Common Stock (PFE) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-03 | FIS | Fidelity National Information Services, Inc. Common Stock (FIS) | sell | $1,001 – $15,000 | joint | record |
| 2025-06-03 | AKAM | Akamai Technologies, Inc. - Common Stock (AKAM) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-29 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-28 | UPS | United Parcel Service, Inc. Common Stock (UPS) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-28 | GLW | Corning Incorporated Common Stock (GLW) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-28 | APP | Applovin Corporation - Class A Common Stock (APP) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-27 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-23 | ZTO | ZTO Express (ZTO) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-23 | SE | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | TEL | TE Connectivity plc Ordinary Shares (TEL) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | CRM | Salesforce, Inc. Common Stock (CRM) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | GLW | Corning Incorporated Common Stock (GLW) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-22 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-21 | MSFT | Microsoft Corporation - Common Stock (MSFT) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-15 | UBER | Uber Technologies, Inc. Common Stock (UBER) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-15 | TSLA | Tesla, Inc. - Common Stock (TSLA) | buy | $1,001 – $15,000 | joint | record |
| 2025-05-14 | UNICY | UNICHARM CORP S/ADR (UNICY) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-14 | GILD | Gilead Sciences, Inc. - Common Stock (GILD) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-14 | FI | Fiserv, Inc. Common Stock (FI) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-14 | CLPBY | COLOPLAST AS SP/ADR (CLPBY) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-13 | LLY | Eli Lilly and Company Common Stock (LLY) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-08 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $1,001 – $15,000 | joint | record |
| 2025-05-01 | LLY | Eli Lilly and Company Common Stock (LLY) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-23 | RTX | RTX Corporation Common Stock (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-22 | LNG | Cheniere Energy, Inc. Common Stock (LNG) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-21 | TPH | Tri Pointe Homes, Inc. Common Stock (TPH) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-21 | TTNDY | TECHTRONIC INDUS LTD ADR (TTNDY) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-21 | TLK | PT Telekomunikasi Indonesia, Tbk (TLK) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-21 | KKR | KKR & Co. Inc. Common Stock (KKR) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-21 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-21 | DHI | D.R. Horton, Inc. Common Stock (DHI) | buy | $1,001 – $15,000 | joint | record |
| 2025-04-17 | UNP | Union Pacific Corporation Common Stock (UNP) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | USPH | U.S. Physical Therapy, Inc. Common Stock (USPH) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | TWLO | Twilio Inc. Class A Common Stock (TWLO) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | THR | Thermon Group Holdings, Inc. Common Stock (THR) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | TEL | TE Connectivity plc Ordinary Shares (TEL) | sell | $15,001 – $50,000 | joint | record |
| 2025-04-17 | SBUX | Starbucks Corporation - Common Stock (SBUX) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | CRM | Salesforce, Inc. Common Stock (CRM) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | PAR | PAR Technology Corporation Common Stock (PAR) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | HLMN | Hillman Solutions Corp. - Common Stock (HLMN) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | EPAC | Enerpac Tool Group Corp. Common Stock (EPAC) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | GLW | Corning Incorporated Common Stock (GLW) | sell | $15,001 – $50,000 | joint | record |
| 2025-04-17 | CDRE | Cadre Holdings, Inc. Common Stock (CDRE) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) | sell | $1,001 – $15,000 | joint | record |
| 2025-04-17 | AEIS | Advanced Energy Industries, Inc. - Common Stock (AEIS) | sell | $1,001 – $15,000 | joint | record |