Evercore Wealth Management 13F annual report
Evercore Wealth Management is an investment fund managing more than $6.37 trillion ran by Ruth Calaman. There are currently 340 companies in Mrs. Calaman’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $773 billion.
Limited to 30 biggest holdings
$6.37 trillion Assets Under Management (AUM)
As of 7th August 2024, Evercore Wealth Management’s top holding is 890,240 shares of Microsoft currently worth over $398 billion and making up 6.3% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Evercore Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 1,780,124 shares of Apple Inc worth $375 billion, whose value grew 18.1% in the past six months.
The third-largest holding is NVIDIA Corp worth $295 billion and the next is Amazon.com worth $233 billion, with 1,206,181 shares owned.
Currently, Evercore Wealth Management's portfolio is worth at least $6.37 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Evercore Wealth Management
The Evercore Wealth Management office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Ruth Calaman serves as the Chief Compliance Officer at Evercore Wealth Management.
Recent trades
In the most recent 13F filing, Evercore Wealth Management revealed that it had opened a new position in
Wisdomtree Tr and bought 22,965 shares worth $2.3 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
2,148,278 additional shares.
This makes their stake in NVIDIA Corp total 2,388,900 shares worth $295 billion.
NVIDIA Corp dropped 73.5% in the past year.
On the other hand, there are companies that Evercore Wealth Management is getting rid of from its portfolio.
Evercore Wealth Management closed its position in Chesapeake on 14th August 2024.
It sold the previously owned 10,000 shares for $888 million.
Ruth Calaman also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $398 billion and 890,240 shares.
One of the largest hedge funds
The two most similar investment funds to Evercore Wealth Management are Lgt Foundation and Timessquare Capital Management. They manage $6.34 trillion and $6.36 trillion respectively.
Ruth Calaman investment strategy
Evercore Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 22.3% of
the total portfolio value.
The fund focuses on investments in the United States as
57.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
53% of the total holdings value.
On the other hand, small-cap stocks make up only 1.8% of the portfolio.
The average market cap of the portfolio companies is close to $106 billion.
The complete list of Evercore Wealth Management trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
1.64%
890,240
|
$397,892,559,000 | 6.27% |
| Apple Inc |
1.48%
1,780,124
|
$374,929,641,000 | 5.91% |
| NVIDIA Corp |
892.80%
2,388,900
|
$295,124,706,000 | 4.65% |
| Amazon.com Inc. |
1.20%
1,206,181
|
$233,094,479,000 | 3.67% |
| Mastercard Incorporated |
1.23%
443,152
|
$195,500,936,000 | 3.08% |
| Blackstone Inc |
1.75%
1,562,173
|
$193,397,017,000 | 3.05% |
| Alphabet Inc |
1.24%
1,869,462
|
$341,848,560,000 | 5.39% |
| Unitedhealth Group Inc |
2.88%
352,108
|
$179,314,520,000 | 2.83% |
| Autozone Inc. |
0.37%
58,337
|
$172,916,701,000 | 2.72% |
| Thermo Fisher Scientific Inc. |
1.09%
302,327
|
$167,186,831,000 | 2.63% |
| Home Depot, Inc. |
0.61%
473,884
|
$163,129,918,000 | 2.57% |
| JPMorgan Chase & Co. |
5.27%
663,615
|
$134,222,798,000 | 2.11% |
| Adobe Inc |
0.48%
229,928
|
$127,734,201,000 | 2.01% |
| Morgan Stanley |
0.49%
1,292,178
|
$125,586,781,000 | 1.98% |
| CDW Corp |
0.17%
540,415
|
$120,966,493,000 | 1.91% |
| Williams Cos Inc |
0.63%
2,840,320
|
$120,713,600,000 | 1.90% |
| Builders Firstsource Inc |
0.69%
871,875
|
$120,676,219,000 | 1.90% |
| Accenture Plc Ireland |
0.62%
395,676
|
$120,052,055,000 | 1.89% |
| Berkshire Hathaway Inc. |
1.15%
288,090
|
$124,537,023,000 | 1.96% |
| Chubb Limited |
0.09%
456,467
|
$116,435,603,000 | 1.83% |
| CBRE Group Inc |
0.20%
1,198,105
|
$106,763,137,000 | 1.68% |
| Tjx Cos Inc New |
0.55%
944,671
|
$104,008,277,000 | 1.64% |
| Costco Whsl Corp New |
2.94%
120,014
|
$102,010,699,000 | 1.61% |
| Crocs Inc |
1.43%
632,452
|
$92,300,045,000 | 1.45% |
| Celanese Corp |
1.06%
681,480
|
$91,924,837,000 | 1.45% |
| American Tower Corp. |
6.88%
458,535
|
$89,130,033,000 | 1.40% |
| Constellation Brands, Inc. |
0.13%
344,823
|
$88,716,062,000 | 1.40% |
| Blackrock Inc. |
0.82%
112,437
|
$88,523,899,000 | 1.39% |
| Abbott Labs |
2.60%
826,144
|
$85,844,623,000 | 1.35% |
| Mcdonalds Corp |
0.98%
328,781
|
$83,786,628,000 | 1.32% |
| Wisdomtree Tr |
0.72%
1,149,041
|
$83,556,463,000 | 1.32% |
| Eog Res Inc |
2.78%
608,719
|
$76,619,460,000 | 1.21% |
| Ansys Inc. |
1.73%
217,067
|
$69,787,040,000 | 1.10% |
| Spdr S&p 500 Etf Tr |
11.02%
121,525
|
$66,136,591,000 | 1.04% |
| Chevron Corp. |
0.06%
364,105
|
$56,953,293,000 | 0.90% |
| Generac Holdings Inc |
0.98%
392,875
|
$51,945,932,000 | 0.82% |
| Nike, Inc. |
5.62%
598,896
|
$45,138,792,000 | 0.71% |
| Pool Corporation |
0.01%
139,945
|
$43,009,297,000 | 0.68% |
| BorgWarner Inc |
2.15%
1,253,627
|
$40,416,934,000 | 0.64% |
| Ishares Tr |
1.50%
973,920
|
$148,796,003,000 | 2.34% |
| Eli Lilly & Co |
0.13%
40,486
|
$36,655,215,000 | 0.58% |
| Sherwin-Williams Co. |
0.89%
107,740
|
$32,152,849,000 | 0.51% |
| Roper Technologies Inc |
3.00%
53,901
|
$30,381,837,000 | 0.48% |
| Ishares Gold Tr |
0.65%
672,743
|
$29,553,600,000 | 0.47% |
| Johnson & Johnson |
2.58%
199,514
|
$29,160,914,000 | 0.46% |
| Vanguard Index Fds |
1.98%
160,032
|
$52,090,415,000 | 0.82% |
| Pepsico Inc |
1.03%
118,815
|
$19,596,158,000 | 0.31% |
| Spdr Gold Tr |
1.53%
80,776
|
$17,367,648,000 | 0.27% |
| Abbvie Inc |
0.41%
89,838
|
$15,409,014,000 | 0.24% |
| Automatic Data Processing In |
0.44%
61,165
|
$14,599,473,000 | 0.23% |
| Applied Matls Inc |
7.72%
57,284
|
$13,518,451,000 | 0.21% |
| Schwab Charles Corp |
0.08%
179,439
|
$13,222,860,000 | 0.21% |
| Merck & Co Inc |
1.05%
106,133
|
$13,139,265,000 | 0.21% |
| Procter And Gamble Co |
0.52%
77,516
|
$12,783,900,000 | 0.20% |
| Mckesson Corporation |
1.56%
21,368
|
$12,479,766,000 | 0.20% |
| Coca-Cola Co |
0.35%
187,210
|
$11,915,915,000 | 0.19% |
| Texas Instrs Inc |
14.51%
56,143
|
$10,921,497,000 | 0.17% |
| Cisco Sys Inc |
4.65%
227,459
|
$10,806,577,000 | 0.17% |
| Stryker Corp. |
0.27%
31,555
|
$10,736,589,000 | 0.17% |
| NextEra Energy Inc |
32.41%
147,439
|
$10,440,156,000 | 0.16% |
| Exxon Mobil Corp. |
0.06%
90,548
|
$10,423,886,000 | 0.16% |
| Visa Inc |
1.78%
39,582
|
$10,388,972,000 | 0.16% |
| Vanguard Tax-managed Fds |
4.87%
209,805
|
$10,368,542,000 | 0.16% |
| Select Sector Spdr Tr |
3.40%
307,442
|
$34,647,331,000 | 0.55% |
| Oracle Corp. |
1.73%
66,383
|
$9,373,287,000 | 0.15% |
| Invesco Exchange Traded Fd T |
1.19%
144,485
|
$12,779,737,000 | 0.20% |
| Spdr S&p Midcap 400 Etf Tr |
8.77%
16,726
|
$8,949,860,000 | 0.14% |
| International Business Machs |
3.99%
50,734
|
$8,774,462,000 | 0.14% |
| Ares Capital Corp |
No change
412,827
|
$8,603,314,000 | 0.14% |
| Tesla Inc |
6.93%
40,317
|
$7,977,928,000 | 0.13% |
| United Parcel Service, Inc. |
3.84%
58,278
|
$7,975,344,000 | 0.13% |
| Lowes Cos Inc |
1.53%
35,047
|
$7,726,461,000 | 0.12% |
| Broadcom Inc |
8.37%
4,729
|
$7,592,551,000 | 0.12% |
| RTX Corp |
1.15%
70,092
|
$7,036,536,000 | 0.11% |
| Salesforce Inc |
0.54%
27,137
|
$6,976,923,000 | 0.11% |
| Check Point Software Tech Lt |
0.37%
39,626
|
$6,538,290,000 | 0.10% |
| Illinois Tool Wks Inc |
1.68%
27,075
|
$6,415,692,000 | 0.10% |
| Enterprise Prods Partners L |
0.05%
219,133
|
$6,350,474,000 | 0.10% |
| Union Pac Corp |
2.79%
27,873
|
$6,306,545,000 | 0.10% |
| Danaher Corp. |
0.94%
25,076
|
$6,265,238,000 | 0.10% |
| AMGEN Inc. |
1.00%
19,915
|
$6,222,442,000 | 0.10% |
| Walmart Inc |
1.90%
84,029
|
$5,689,604,000 | 0.09% |
| Pfizer Inc. |
4.76%
197,038
|
$5,513,123,000 | 0.09% |
| Vanguard Intl Equity Index F |
1.76%
231,728
|
$12,538,269,000 | 0.20% |
| Ecolab, Inc. |
0.48%
21,151
|
$5,033,938,000 | 0.08% |
| Church & Dwight Co., Inc. |
4.95%
46,808
|
$4,853,053,000 | 0.08% |
| MPLX LP |
No change
112,781
|
$4,803,343,000 | 0.08% |
| RPM International, Inc. |
No change
42,550
|
$4,581,784,000 | 0.07% |
| Disney Walt Co |
4.93%
45,891
|
$4,556,517,000 | 0.07% |
| Qualcomm, Inc. |
2.04%
22,821
|
$4,545,486,000 | 0.07% |
| Amphenol Corp. |
96.42%
66,678
|
$4,492,097,000 | 0.07% |
| Honeywell International Inc |
0.36%
20,200
|
$4,313,508,000 | 0.07% |
| Emerson Elec Co |
0.49%
36,729
|
$4,046,067,000 | 0.06% |
| Jabil Inc |
0.05%
36,540
|
$3,975,187,000 | 0.06% |
| Progressive Corp. |
0.21%
17,840
|
$3,705,547,000 | 0.06% |
| Mettler-Toledo International, Inc. |
0.15%
2,611
|
$3,649,108,000 | 0.06% |
| Meta Platforms Inc |
2.12%
7,195
|
$3,627,969,000 | 0.06% |
| Aflac Inc. |
No change
40,149
|
$3,585,707,000 | 0.06% |
| Bank America Corp |
7.52%
88,682
|
$3,526,884,000 | 0.06% |
| Carrier Global Corporation |
No change
54,815
|
$3,457,730,000 | 0.05% |
| World Gold Tr |
3.60%
74,635
|
$3,439,927,000 | 0.05% |
| Cloudflare Inc |
No change
41,500
|
$3,437,445,000 | 0.05% |
| Caterpillar Inc. |
0.56%
10,122
|
$3,371,638,000 | 0.05% |
| Intel Corp. |
5.28%
106,668
|
$3,303,508,000 | 0.05% |
| American Express Co. |
1.64%
14,248
|
$3,299,124,000 | 0.05% |
| Centerspace |
0.85%
47,436
|
$3,208,097,000 | 0.05% |
| Starbucks Corp. |
15.01%
40,704
|
$3,168,769,000 | 0.05% |
| Philip Morris International Inc |
0.88%
30,837
|
$3,124,713,000 | 0.05% |
| Oreilly Automotive Inc |
1.97%
2,936
|
$3,100,592,000 | 0.05% |
| Schwab Strategic Tr |
No change
33,810
|
$3,328,002,000 | 0.05% |
| Netflix Inc. |
2.54%
4,495
|
$3,033,586,000 | 0.05% |
| Colgate-Palmolive Co. |
0.32%
30,844
|
$2,993,102,000 | 0.05% |
| Idexx Labs Inc |
2.25%
5,955
|
$2,901,276,000 | 0.05% |
| Duke Energy Corp. |
5.07%
27,017
|
$2,707,914,000 | 0.04% |
| Sonoco Prods Co |
No change
53,191
|
$2,697,848,000 | 0.04% |
| CVS Health Corp |
5.32%
45,666
|
$2,697,052,000 | 0.04% |
| Otis Worldwide Corporation |
0.03%
27,712
|
$2,667,557,000 | 0.04% |
| Target Corp |
1.19%
16,726
|
$2,476,117,000 | 0.04% |
| Intercontinental Exchange In |
0.83%
17,811
|
$2,438,148,000 | 0.04% |
| Goldman Sachs Group, Inc. |
0.93%
5,306
|
$2,400,010,000 | 0.04% |
| T-Mobile US, Inc. |
9.39%
13,543
|
$2,386,006,000 | 0.04% |
| Spdr Ser Tr |
0.38%
42,824
|
$4,986,054,000 | 0.08% |
| Zoetis Inc |
4.34%
13,211
|
$2,290,259,000 | 0.04% |
| Nxp Semiconductors N V |
5.56%
8,406
|
$2,261,971,000 | 0.04% |
| Wells Fargo Co New |
0.78%
37,554
|
$2,230,332,000 | 0.04% |
| Travelers Companies Inc. |
No change
10,881
|
$2,212,543,000 | 0.03% |
| Dell Technologies Inc |
10.38%
15,793
|
$2,178,013,000 | 0.03% |
| Mondelez International Inc. |
2.64%
32,474
|
$2,125,099,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
13.81%
10,037
|
$2,114,997,000 | 0.03% |
| Medtronic Plc |
1.08%
26,701
|
$2,101,636,000 | 0.03% |
| Aptargroup Inc. |
No change
14,877
|
$2,094,830,000 | 0.03% |
| Wisdomtree Tr |
Opened
22,965
|
$2,302,094,000 | 0.04% |
| Boeing Co. |
24.02%
11,238
|
$2,045,428,000 | 0.03% |
| Lockheed Martin Corp. |
0.89%
4,355
|
$2,034,271,000 | 0.03% |
| Yum Brands Inc. |
No change
14,457
|
$1,914,974,000 | 0.03% |
| Chart Inds Inc |
49.62%
13,180
|
$1,902,401,000 | 0.03% |
| Phillips 66 |
No change
13,320
|
$1,880,384,000 | 0.03% |
| Vanguard World Fd |
No change
4,141
|
$2,111,855,000 | 0.03% |
| Vanguard Specialized Funds |
3.65%
10,243
|
$1,869,931,000 | 0.03% |
| Jacobs Solutions Inc |
12.39%
12,476
|
$1,743,022,000 | 0.03% |
| Marriott Intl Inc New |
No change
7,168
|
$1,733,007,000 | 0.03% |
| Comcast Corp New |
4.10%
43,461
|
$1,701,933,000 | 0.03% |
| S&P Global Inc |
0.34%
3,780
|
$1,685,880,000 | 0.03% |
| GE Aerospace |
0.19%
10,430
|
$1,658,057,000 | 0.03% |
| Bristol-Myers Squibb Co. |
23.63%
39,464
|
$1,638,940,000 | 0.03% |
| Conocophillips |
0.63%
14,095
|
$1,612,186,000 | 0.03% |
| Sysco Corp. |
0.45%
22,190
|
$1,584,144,000 | 0.02% |
| Dover Corp. |
2.85%
8,681
|
$1,566,486,000 | 0.02% |
| General Dynamics Corp. |
1.50%
5,263
|
$1,527,007,000 | 0.02% |
| Capital One Finl Corp |
6.00%
10,963
|
$1,517,827,000 | 0.02% |
| Advanced Micro Devices Inc. |
21.25%
9,348
|
$1,516,339,000 | 0.02% |
| Waste Mgmt Inc Del |
No change
7,105
|
$1,515,781,000 | 0.02% |
| Parker-Hannifin Corp. |
0.68%
2,939
|
$1,486,576,000 | 0.02% |
| Dbx Etf Tr |
No change
35,624
|
$1,476,259,000 | 0.02% |
| 3M Co. |
3.13%
13,921
|
$1,422,587,000 | 0.02% |
| Acuity Brands, Inc. |
No change
5,867
|
$1,416,528,000 | 0.02% |
| Regeneron Pharmaceuticals, Inc. |
No change
1,305
|
$1,371,594,000 | 0.02% |
| Dominos Pizza Inc |
13.71%
2,625
|
$1,355,366,000 | 0.02% |
| Analog Devices Inc. |
6.15%
5,772
|
$1,317,459,000 | 0.02% |
| Kimberly-Clark Corp. |
No change
9,331
|
$1,289,544,000 | 0.02% |
| Gallagher Arthur J & Co |
7.62%
4,886
|
$1,266,988,000 | 0.02% |
| Brookfield Corp |
No change
30,369
|
$1,261,528,000 | 0.02% |
| Pnc Finl Svcs Group Inc |
4.57%
8,104
|
$1,260,009,000 | 0.02% |
| Verizon Communications Inc |
0.80%
30,358
|
$1,251,976,000 | 0.02% |
| L3Harris Technologies Inc |
0.58%
5,510
|
$1,237,436,000 | 0.02% |
| Ishares Inc |
1.46%
22,793
|
$1,220,109,000 | 0.02% |
| Us Bancorp Del |
3.89%
29,712
|
$1,179,566,000 | 0.02% |
| Transdigm Group Incorporated |
0.22%
906
|
$1,157,515,000 | 0.02% |
| Eaton Corp Plc |
0.82%
3,627
|
$1,137,245,000 | 0.02% |
| Vanguard Admiral Fds Inc |
No change
6,304
|
$1,108,117,000 | 0.02% |
| Paychex Inc. |
0.74%
9,171
|
$1,087,314,000 | 0.02% |
| Equinix Inc |
1.50%
1,424
|
$1,077,398,000 | 0.02% |
| Gilead Sciences, Inc. |
1.79%
14,974
|
$1,027,338,000 | 0.02% |
| The Southern Co. |
No change
12,955
|
$1,004,919,000 | 0.02% |
| Ishares Silver Tr |
No change
36,958
|
$981,974,000 | 0.02% |
| ServiceNow Inc |
1.28%
1,232
|
$969,177,000 | 0.02% |
| Palantir Technologies Inc. |
18.09%
38,186
|
$967,251,000 | 0.02% |
| Becton Dickinson & Co. |
No change
4,044
|
$945,123,000 | 0.01% |
| Jefferies Finl Group Inc |
No change
17,933
|
$892,346,000 | 0.01% |
| Enbridge Inc |
1.15%
25,030
|
$890,817,000 | 0.01% |
| Chesapeake Energy Corp. |
Closed
10,000
|
$888,300,000 | |
| Vertex Pharmaceuticals, Inc. |
No change
1,873
|
$877,913,000 | 0.01% |
| Ishares Tr |
Closed
13,792
|
$1,119,821,000 | |
| Consolidated Edison, Inc. |
No change
9,552
|
$854,140,000 | 0.01% |
| Deere & Co. |
No change
2,226
|
$831,700,000 | 0.01% |
| Marathon Pete Corp |
5.92%
4,765
|
$826,632,000 | 0.01% |
| Boston Scientific Corp. |
0.16%
10,646
|
$819,848,000 | 0.01% |
| Cigna Group (The) |
1.43%
2,478
|
$819,153,000 | 0.01% |
| Steris Plc |
No change
3,696
|
$811,420,000 | 0.01% |
| DuPont de Nemours Inc |
11.06%
10,055
|
$809,327,000 | 0.01% |
| Linde Plc. |
0.16%
1,816
|
$796,879,000 | 0.01% |
| Booking Holdings Inc |
No change
197
|
$780,415,000 | 0.01% |
| Norfolk Southn Corp |
0.11%
3,613
|
$775,675,000 | 0.01% |
| Spdr Dow Jones Indl Average |
No change
1,912
|
$747,841,000 | 0.01% |
| McCormick & Co., Inc. |
No change
10,298
|
$730,540,000 | 0.01% |
| Fedex Corp |
6.59%
2,426
|
$727,412,000 | 0.01% |
| Alpha Metallurgical Resour I |
Opened
2,500
|
$701,325,000 | 0.01% |
| State Str Corp |
No change
9,395
|
$695,230,000 | 0.01% |
| International Mny Express In |
No change
33,279
|
$693,534,000 | 0.01% |
| Coinbase Global Inc |
0.19%
3,093
|
$687,357,000 | 0.01% |
| Corning, Inc. |
0.35%
17,327
|
$673,154,000 | 0.01% |
| Texas Pacific Land Corporati |
No change
906
|
$665,248,000 | 0.01% |
| D.R. Horton Inc. |
0.47%
4,672
|
$658,425,000 | 0.01% |
| Intuit Inc |
7.23%
1,001
|
$657,867,000 | 0.01% |
| International Flavors&fragra |
No change
6,890
|
$655,997,000 | 0.01% |
| Motorola Solutions Inc |
No change
1,679
|
$648,177,000 | 0.01% |
| Moodys Corp |
0.97%
1,539
|
$647,811,000 | 0.01% |
| Cognizant Technology Solutio |
No change
9,489
|
$645,252,000 | 0.01% |
| Public Storage Oper Co |
0.09%
2,236
|
$643,294,000 | 0.01% |
| Arista Networks Inc |
1.08%
1,826
|
$639,976,000 | 0.01% |
| Dimensional Etf Trust |
No change
41,298
|
$1,323,695,000 | 0.02% |
| Golub Cap Bdc Inc |
No change
40,250
|
$632,327,000 | 0.01% |
| KLA Corp. |
6.98%
760
|
$626,628,000 | 0.01% |
| Grainger W W Inc |
0.29%
691
|
$623,448,000 | 0.01% |
| Verisk Analytics Inc |
No change
2,270
|
$611,878,000 | 0.01% |
| Perimeter Solutions, SA |
No change
75,000
|
$587,250,000 | 0.01% |
| Truist Finl Corp |
2.11%
14,548
|
$565,190,000 | 0.01% |
| American Wtr Wks Co Inc New |
No change
4,300
|
$555,388,000 | 0.01% |
| Cencora Inc. |
1.03%
2,459
|
$554,012,000 | 0.01% |
| Ball Corp. |
17.88%
9,183
|
$551,164,000 | 0.01% |
| Altria Group Inc. |
4.05%
11,860
|
$540,223,000 | 0.01% |
| Palo Alto Networks Inc |
0.57%
1,564
|
$530,212,000 | 0.01% |
| J P Morgan Exchange Traded F |
No change
9,334
|
$529,051,000 | 0.01% |
| CSX Corp. |
1.75%
15,260
|
$510,447,000 | 0.01% |
| Intuitive Surgical Inc |
No change
1,140
|
$507,129,000 | 0.01% |
| Martin Marietta Matls Inc |
0.54%
928
|
$502,790,000 | 0.01% |
| Renaissancere Hldgs Ltd |
No change
2,235
|
$499,545,000 | 0.01% |
| Biogen Inc |
No change
2,142
|
$496,559,000 | 0.01% |
| Kraft Heinz Co |
Closed
13,438
|
$495,862,000 | |
| General Mls Inc |
9.55%
7,741
|
$489,696,000 | 0.01% |
| MSCI Inc |
5.58%
999
|
$481,268,000 | 0.01% |
| Micron Technology Inc. |
No change
3,651
|
$480,216,000 | 0.01% |
| Vanguard Whitehall Fds |
No change
3,981
|
$472,111,000 | 0.01% |
| Schwab Strategic Tr |
Opened
9,676
|
$465,706,000 | 0.01% |
| Lam Research Corp. |
2.46%
436
|
$464,274,000 | 0.01% |
| Ameriprise Finl Inc |
1.30%
1,065
|
$454,957,000 | 0.01% |
| Ge Vernova Inc |
Opened
2,650
|
$454,501,000 | 0.01% |
| Schlumberger Ltd. |
No change
9,410
|
$443,983,000 | 0.01% |
| Air Prods & Chems Inc |
2.43%
1,685
|
$434,814,000 | 0.01% |
| Trane Technologies plc |
0.90%
1,316
|
$432,871,000 | 0.01% |
| Digital Rlty Tr Inc |
4.83%
2,820
|
$428,781,000 | 0.01% |
| Woodward Inc |
No change
2,421
|
$422,174,000 | 0.01% |
| TE Connectivity Ltd |
2.53%
2,775
|
$417,443,000 | 0.01% |
| Autonation Inc. |
No change
2,618
|
$417,257,000 | 0.01% |
| VanEck ETF Trust |
Opened
1,600
|
$417,120,000 | 0.01% |
| CME Group Inc |
1.13%
2,092
|
$411,287,000 | 0.01% |
| Dow Inc |
0.76%
7,747
|
$410,979,000 | 0.01% |
| Baxter International Inc. |
3.13%
11,993
|
$401,166,000 | 0.01% |
| Rockwell Automation Inc |
8.60%
1,456
|
$400,808,000 | 0.01% |
| Pinterest Inc |
No change
9,050
|
$398,833,000 | 0.01% |
| Best Buy Co. Inc. |
32.04%
4,730
|
$398,692,000 | 0.01% |
| Apollo Global Mgmt Inc |
25.00%
3,330
|
$393,173,000 | 0.01% |
| Crowdstrike Holdings Inc |
Opened
1,024
|
$392,387,000 | 0.01% |
| Synopsys, Inc. |
42.33%
659
|
$392,144,000 | 0.01% |
| Elevance Health Inc |
3.11%
716
|
$387,972,000 | 0.01% |
| Cummins Inc. |
No change
1,384
|
$383,271,000 | 0.01% |
| American Elec Pwr Co Inc |
0.30%
4,345
|
$381,230,000 | 0.01% |
| VanEck ETF Trust |
No change
8,975
|
$378,027,000 | 0.01% |
| Kenvue Inc |
20.85%
20,736
|
$376,980,000 | 0.01% |
| Citigroup Inc |
31.56%
5,915
|
$375,366,000 | 0.01% |
| Wabtec |
0.68%
2,335
|
$369,047,000 | 0.01% |
| Republic Svcs Inc |
4.99%
1,883
|
$365,942,000 | 0.01% |
| Zimmer Biomet Holdings Inc |
No change
3,364
|
$365,095,000 | 0.01% |
| White Mtns Ins Group Ltd |
No change
200
|
$363,490,000 | 0.01% |
| AES Corp. |
4.73%
20,551
|
$361,081,000 | 0.01% |
| Evercore Inc |
2.66%
1,720
|
$358,500,000 | 0.01% |
| Eastman Chem Co |
No change
3,619
|
$354,553,000 | 0.01% |
| Inflection Pt Acquisitn Crp |
Closed
33,630
|
$351,938,000 | |
| Spdr Ser Tr |
Opened
12,434
|
$348,401,000 | 0.01% |
| Arch Cap Group Ltd |
No change
3,450
|
$348,070,000 | 0.01% |
| United Rentals, Inc. |
6.27%
538
|
$347,941,000 | 0.01% |
| Webster Finl Corp |
No change
7,946
|
$346,366,000 | 0.01% |
| WestRock Co |
No change
6,820
|
$342,773,000 | 0.01% |
| Raymond James Finl Inc |
No change
2,728
|
$337,208,000 | 0.01% |
| Grayscale Bitcoin Tr Btc |
No change
6,250
|
$332,750,000 | 0.01% |
| Markel Group Inc |
No change
209
|
$329,313,000 | 0.01% |
| Bio-Techne Corp |
21.61%
4,561
|
$326,795,000 | 0.01% |
| Crown Holdings, Inc. |
Closed
4,000
|
$317,040,000 | |
| Allstate Corp (The) |
No change
1,915
|
$305,749,000 | 0.00% |
| Uber Technologies Inc |
Opened
4,161
|
$302,421,000 | 0.00% |
| Cf Inds Hldgs Inc |
No change
4,072
|
$301,817,000 | 0.00% |
| NextEra Energy Partners LP |
Closed
10,000
|
$300,800,000 | |
| Carlisle Cos Inc |
No change
736
|
$298,235,000 | 0.00% |
| Sensient Technologies Corp. |
No change
4,000
|
$296,760,000 | 0.00% |
| Prologis Inc |
Closed
2,255
|
$293,646,000 | |
| Broadridge Finl Solutions In |
Closed
1,432
|
$293,359,000 | |
| Teleflex Incorporated |
No change
1,370
|
$288,152,000 | 0.00% |
| KKR & Co. Inc |
1.99%
2,705
|
$284,674,000 | 0.00% |
| Amplify Etf Tr |
No change
4,360
|
$282,223,000 | 0.00% |
| SS&C Technologies Holdings Inc |
No change
4,460
|
$279,508,000 | 0.00% |
| Hershey Company |
0.20%
1,513
|
$278,135,000 | 0.00% |
| Expedia Group Inc |
1.87%
2,207
|
$278,060,000 | 0.00% |
| Edwards Lifesciences Corp |
12.17%
2,987
|
$275,910,000 | 0.00% |
| Dominion Energy Inc |
No change
5,612
|
$274,988,000 | 0.00% |
| Shopify Inc |
35.21%
4,140
|
$273,447,000 | 0.00% |
| MetLife, Inc. |
Closed
3,574
|
$264,869,000 | |
| Vanguard Scottsdale Fds |
Opened
3,225
|
$264,353,000 | 0.00% |
| Brookfield Asset Managmt Ltd |
No change
6,922
|
$263,382,000 | 0.00% |
| Ishares Bitcoin Tr |
6.62%
7,685
|
$262,366,000 | 0.00% |
| Spdr Index Shs Fds |
No change
5,230
|
$261,657,000 | 0.00% |
| Chipotle Mexican Grill |
4,900.00%
4,150
|
$259,997,000 | 0.00% |
| Spotify Technology S.A. |
No change
825
|
$258,877,000 | 0.00% |
| Agilent Technologies Inc. |
12.16%
1,993
|
$258,353,000 | 0.00% |
| Vulcan Matls Co |
No change
1,038
|
$258,130,000 | 0.00% |
| Quest Diagnostics, Inc. |
No change
1,880
|
$257,334,000 | 0.00% |
| Ameren Corp. |
1.48%
3,600
|
$255,996,000 | 0.00% |
| WEX Inc |
No change
1,432
|
$253,664,000 | 0.00% |
| Eos Energy Enterprises, Inc. |
No change
195,000
|
$247,650,000 | 0.00% |
| Nabors Energy Transition Cor |
No change
23,480
|
$247,244,000 | 0.00% |
| Netscout Sys Inc |
Closed
11,187
|
$244,324,000 | |
| Trade Desk Inc |
No change
2,489
|
$243,101,000 | 0.00% |
| Acme Utd Corp |
Closed
5,100
|
$239,649,000 | |
| SoFi Technologies, Inc. |
230.44%
35,849
|
$236,962,000 | 0.00% |
| Main Str Cap Corp |
10.42%
4,693
|
$236,950,000 | 0.00% |
| Vanguard Malvern Fds |
No change
4,830
|
$234,448,000 | 0.00% |
| Laboratory Corp Amer Hldgs |
Closed
1,073
|
$234,408,000 | |
| Bank New York Mellon Corp |
No change
3,913
|
$234,350,000 | 0.00% |
| Autodesk Inc. |
10.87%
943
|
$233,346,000 | 0.00% |
| Corteva Inc |
8.28%
4,321
|
$233,075,000 | 0.00% |
| Johnson Ctls Intl Plc |
0.34%
3,490
|
$231,980,000 | 0.00% |
| Graco Inc. |
6.26%
2,906
|
$230,388,000 | 0.00% |
| Net Power Inc |
Closed
20,000
|
$227,800,000 | |
| Sl Green Rlty Corp |
No change
3,972
|
$224,974,000 | 0.00% |
| Northrop Grumman Corp. |
Closed
467
|
$223,534,000 | |
| Oneok Inc. |
No change
2,740
|
$223,447,000 | 0.00% |
| Genuine Parts Co. |
0.43%
1,615
|
$223,387,000 | 0.00% |
| Hartford Finl Svcs Group Inc |
No change
2,213
|
$222,495,000 | 0.00% |
| Canadian Natl Ry Co |
11.80%
1,883
|
$222,439,000 | 0.00% |
| Xylem Inc |
No change
1,639
|
$222,297,000 | 0.00% |
| Rogers Communications Inc. |
No change
6,000
|
$221,880,000 | 0.00% |
| Henry Schein Inc. |
No change
3,449
|
$221,081,000 | 0.00% |
| Labcorp Holdings Inc. |
Opened
1,078
|
$219,384,000 | 0.00% |
| Veralto Corp |
60.47%
2,280
|
$217,671,000 | 0.00% |
| Halozyme Therapeutics Inc. |
Opened
4,143
|
$216,927,000 | 0.00% |
| Five Below Inc |
Closed
1,194
|
$216,568,000 | |
| Brookfield Infrast Partners |
Closed
6,897
|
$215,255,000 | |
| Snowflake Inc. |
Closed
1,326
|
$214,282,000 | |
| Sempra |
5.88%
2,816
|
$214,185,000 | 0.00% |
| Colombier Acquisition Corp I |
Closed
20,580
|
$211,357,000 | |
| Nucor Corp. |
No change
1,336
|
$211,195,000 | 0.00% |
| Ishares Tr |
Opened
9,310
|
$210,127,000 | 0.00% |
| Avantor, Inc. |
Closed
8,211
|
$209,955,000 | |
| Canadian Pacific Kansas City |
2.68%
2,651
|
$208,713,000 | 0.00% |
| Deckers Outdoor Corp. |
Closed
220
|
$207,077,000 | |
| Wiley John & Sons Inc |
Opened
5,060
|
$205,942,000 | 0.00% |
| Kroger Co. |
Closed
3,588
|
$204,982,000 | |
| Williams-Sonoma, Inc. |
Closed
643
|
$204,172,000 | |
| NVR Inc. |
Closed
25
|
$202,499,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
8,393
|
$200,005,000 | |
| Haymaker Acquisition Corp Iv |
No change
17,780
|
$186,868,000 | 0.00% |
| Arcadium Lithium Plc |
0.11%
54,075
|
$181,692,000 | 0.00% |
| Agriculture & Nat Sol Acq Co |
2.23%
16,919
|
$173,251,000 | 0.00% |
| Legato Merger Corp Iii |
Opened
14,300
|
$144,620,000 | 0.00% |
| Concord Acquisition Corp Ii |
Closed
13,210
|
$138,903,000 | |
| Archer Aviation Inc |
No change
37,250
|
$131,120,000 | 0.00% |
| Walgreens Boots Alliance Inc |
No change
10,791
|
$130,518,000 | 0.00% |
| Cartesian Growth Corp Ii |
No change
10,998
|
$124,002,000 | 0.00% |
| Bukit Jalil Gbl Acquisition |
Closed
11,500
|
$120,751,000 | |
| Joby Aviation Inc |
No change
22,492
|
$114,709,000 | 0.00% |
| Roivant Sciences Ltd |
No change
10,000
|
$105,700,000 | 0.00% |
| Macrogenics Inc |
No change
17,543
|
$74,558,000 | 0.00% |
| Plug Power Inc |
No change
20,000
|
$46,600,000 | 0.00% |
| Globalstar Inc. |
No change
40,000
|
$44,800,000 | 0.00% |
| Chegg Inc |
No change
13,688
|
$43,254,000 | 0.00% |
| Seres Therapeutics Inc |
Opened
25,000
|
$18,095,000 | 0.00% |
| Ginkgo Bioworks Holdings Inc |
No change
23,111
|
$7,726,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 366 holdings | |||
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