O'SHAUGHNESSY ASSET MANAGEMENT, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, O'SHAUGHNESSY ASSET MANAGEMENT, LLC maintained a portfolio of 2772 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 6.1%. Conversely, O'SHAUGHNESSY ASSET MANAGEMENT, LLC completely exited their position in PREMIER INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
2772
Quarter
2025 Q4
Top Holding
NVDA (3.9%)
Top 10 Concentration
21.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 2772
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 3.86% 3.88% #1
Prev: #1
5.5 215,374 6.1%
P
S
3,754,851 $700,279,712 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.74% 3.34% #2 1
Prev: #3
5.0 256,730 11.5%
P
S
2,491,090 $677,227,727 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 3.17% 3.59% #3 1
Prev: #2
2.8 5,791 0.5%
P
S
1,186,581 $573,854,303 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.90% 1.76% #4
Prev: #4
3.3 127,594 9.3%
P
S
1,493,168 $344,653,038 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.88% 1.40% #5 2
Prev: #7
3.3 111,132 11.4%
P
S
1,089,808 $341,109,904 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.57% 1.50% #6 1
Prev: #5
2.6 47,245 6.1%
P
S
820,412 $283,944,593 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.33% 1.01% #7 3
Prev: #10
2.5 63,385 9.0%
P
S
770,399 $241,751,206 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 1.33% 1.34% #8
Prev: #8
2.5 147,735 6.5%
P
S
2,418,608 $241,570,567 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.21% 1.23% #9
Prev: #9
1.0 14,389 2.2%
P
S
679,313 $218,888,235 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.17% 1.44% #10 4
Prev: #6
1.0 -13,169 -4.0%
P
S
319,960 $211,202,396 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 1.01% 0.96% #11
Prev: #11
2.4 36,507 9.9%
P
S
405,458 $182,342,572 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.84% 0.80% #12 4
Prev: #16
0.8 40,964 3.1%
P
S
1,369,583 $152,598,938 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.83% 0.56% #13 11
Prev: #24
2.3 14,806 11.9%
P
S
139,620 $150,046,822 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.82% 0.82% #14
Prev: #14
2.3 19,325 7.0%
P
S
296,252 $148,911,068 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.80% 0.85% #15 3
Prev: #12
0.8 -7,061 -1.7%
P
S
414,539 $145,382,973 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 0.71% 0.82% #16 1
Prev: #15
0.8 -270,616 -16.3%
P
S
1,386,920 $129,260,944 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.71% 0.76% #17
Prev: #17
0.8 -74,723 -10.8%
P
S
619,966 $128,301,963 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MO
ALTRIA GROUP IN...
Consumer Defensive 0.66% 0.83% #18 5
Prev: #13
0.8 -75,963 -3.6%
P
S
2,061,405 $118,860,613 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYF
SYNCHRONY FINAN...
Financial Services 0.65% 0.56% #19 6
Prev: #25
2.3 79,518 5.9%
P
S
1,418,906 $118,379,328 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
Healthcare 0.65% 0.52% #20 9
Prev: #29
2.8 42,079 20.1%
P
S
251,546 $117,436,765 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 0.64% 0.61% #21
Prev: #21
0.8 8,207 2.2%
P
S
381,561 $115,952,572 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 0.63% 0.65% #22 4
Prev: #18
0.8 43,725 4.1%
P
S
1,119,136 $114,588,335 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 0.63% 0.48% #23 12
Prev: #35
0.8 61,714 4.6%
P
S
1,393,462 $113,316,330 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TPR
TAPESTRY INC
Consumer Cyclical 0.61% 0.51% #24 7
Prev: #31
2.2 100,518 13.1%
P
S
866,405 $110,700,567 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.60% 0.47% #25 12
Prev: #37
2.7 198,772 28.1%
P
S
907,277 $109,181,714 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #308)
0.0 -409,359 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.06%
Sold All 😨
(Was: #314)
0.0 -182,137 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #686)
0.0 -13,277 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BWLP
BW LPG LTD
Industrials 0.00% 0.02%
Sold All 😨
(Was: #715)
0.0 -179,481 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #760)
0.0 -147,811 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #921)
0.0 -57,201 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #933)
0.0 -125,451 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #945)
0.0 -18,341 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ASIX
ADVANSIX INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #1002)
0.0 -68,456 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #1121)
0.0 -58,664 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OR
OR ROYALTIES IN...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #1174)
0.0 -22,672 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRD
CORECARD CORPOR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1277)
0.0 -27,434 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1347)
0.0 -5,778 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FONR
FONAR CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1369)
0.0 -41,595 -100.0%
CLOSED
$— 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRMB
PRIMO BRANDS CO...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1388)
0.0 -27,135 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ARE
ALEXANDRIA REAL...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1400)
0.0 -6,992 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CANG
CANGO INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1409)
0.0 -133,131 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1482)
0.0 -6,609 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AG
FIRST MAJESTIC ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1494)
0.0 -40,340 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNN
LINDSAY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1506)
0.0 -3,428 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KINS
KINGSTONE COS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1508)
0.0 -32,758 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLB
GITLAB INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1517)
0.0 -10,543 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1556)
0.0 -8,840 -100.0%
CLOSED
$— 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1573)
0.0 -17,199 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IFF
INTERNATIONAL F...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1587)
0.0 -6,743 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TASK
TASKUS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1604)
0.0 -22,273 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRKS
UNITED PARKS & ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1635)
0.0 -7,276 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JOBY
JOBY AVIATION I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1638)
0.0 -23,096 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPS
COOPER STD HLDG...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1642)
0.0 -9,968 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1643)
0.0 -1,143 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TZOO
TRAVELZOO
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1653)
0.0 -36,785 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QFIN
QFIN HOLDINGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1687)
0.0 -11,766 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UPBD
UPBOUND GROUP I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1698)
0.0 -13,998 -100.0%
CLOSED
$— 2008 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWST
CASELLA WASTE S...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1716)
0.0 -3,345 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNS
VARONIS SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1724)
0.0 -5,467 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DNOW
DNOW INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1731)
0.0 -20,032 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AUB
ATLANTIC UN BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1734)
0.0 -8,628 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDK
LIBERTY BROADBA...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1736)
0.0 -4,772 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FND
FLOOR & DECOR H...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1741)
0.0 -4,086 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HHH
HOWARD HUGHES H...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1742)
0.0 -3,659 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SXT
SENSIENT TECHNO...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1747)
0.0 -3,181 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UPST
UPSTART HLDGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1748)
0.0 -5,865 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1750)
0.0 -44,971 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADNT
ADIENT PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1759)
0.0 -12,215 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LEU
CENTRUS ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1760)
0.0 -947 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESTC
ELASTIC N V
Technology 0.00% 0.00%
Sold All 😨
(Was: #1765)
0.0 -3,428 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WFG
WEST FRASER TIM...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1768)
0.0 -4,253 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HCI
HCI GROUP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1769)
0.0 -1,496 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GXO
GXO LOGISTICS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1771)
0.0 -5,403 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WH
WYNDHAM HOTELS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1776)
0.0 -3,557 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TREX
TREX CO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1784)
0.0 -5,449 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WWW
WOLVERINE WORLD...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1798)
0.0 -9,903 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRWV
COREWEAVE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1801)
0.0 -1,970 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GIII
G III APPAREL G...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1806)
0.0 -10,079 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACAD
ACADIA PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1812)
0.0 -12,474 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CE
CELANESE CORP D...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1822)
0.0 -6,182 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ST
SENSATA TECHNOL...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1827)
0.0 -8,454 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTSH
TILE SHOP HLDGS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1829)
0.0 -42,615 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VHI
VALHI INC NEW
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1830)
0.0 -16,275 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAMI
ACADIAN ASSET M...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1836)
0.0 -5,287 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPCH
OPTION CARE HEA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1837)
0.0 -9,113 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1839)
0.0 -19,721 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MARA
MARA HOLDINGS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1849)
0.0 -13,602 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEX
TEREX CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1850)
0.0 -4,824 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SEZL
SEZZLE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1851)
0.0 -3,106 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRVA
PRIVIA HEALTH G...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1860)
0.0 -9,765 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WMG
WARNER MUSIC GR...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1861)
0.0 -7,090 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GIC
GLOBAL INDUSTRI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1867)
0.0 -6,563 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPSC
SPS COMM INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1868)
0.0 -2,309 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PCTY
PAYLOCITY HLDG ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1871)
0.0 -1,506 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TGTX
TG THERAPEUTICS...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1876)
0.0 -6,582 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CAKE
CHEESECAKE FACT...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1884)
0.0 -4,305 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WIX
WIX COM LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #1892)
0.0 -1,311 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGNI
MAGNITE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1895)
0.0 -10,677 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GSHD
GOOSEHEAD INS I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1904)
0.0 -3,061 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVI
CVR ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #1907)
0.0 -6,217 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SRAD
SPORTRADAR GROU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1909)
0.0 -8,364 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NBTB
NBT BANCORP INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1915)
0.0 -5,302 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UCB
UNITED CMNTY BK...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1917)
0.0 -7,049 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLF
CLEVELAND-CLIFF...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1922)
0.0 -17,858 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GRVY
GRAVITY CO LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1927)
0.0 -3,372 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SAIC
SCIENCE APPLICA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1929)
0.0 -2,170 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LMAT
LEMAITRE VASCUL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1932)
0.0 -2,456 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SOBO
SOUTH BOW CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #1933)
0.0 -7,589 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UTI
UNIVERSAL TECHN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1934)
0.0 -6,594 -100.0%
CLOSED
$— 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRA
OPERA LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1936)
0.0 -10,328 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WD
WALKER & DUNLOP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1938)
0.0 -2,534 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MIRM
MIRUM PHARMACEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1942)
0.0 -2,855 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENPH
ENPHASE ENERGY ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1943)
0.0 -5,909 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POWI
POWER INTEGRATI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1945)
0.0 -5,133 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABG
ASBURY AUTOMOTI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1946)
0.0 -842 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1958)
0.0 -5,584 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2000)
0.0 -5,973 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEM
SELECT MED HLDG...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2006)
0.0 -12,225 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MBLY
MOBILEYE GLOBAL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2016)
0.0 -10,569 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHCI
COMSTOCK HLDG C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2018)
0.0 -10,578 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDUP
THREDUP INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2027)
0.0 -15,146 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LIND
LINDBLAD EXPEDI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2039)
0.0 -10,611 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVTR
AVANTOR INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2041)
0.0 -10,645 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLYVK
LIBERTY MEDIA C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2043)
0.0 -1,357 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDM
PIEDMONT REALTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2056)
0.0 -13,666 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSTI
SOUNDTHINKING I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2059)
0.0 -10,130 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #2066)
0.0 -11,746 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CLIP
GLOBAL X FDS
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2072)
0.0 -1,112 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2074)
0.0 -11,043 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OB
TEADS HLDG CO
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2082)
0.0 -63,031 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AOUT
AMERICAN OUTDOO...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2101)
0.0 -11,029 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AFCG
ADVANCED FLOWER...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2106)
0.0 -24,259 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKD
BROOKDALE SR LI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2107)
0.0 -10,945 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMMR
IMMERSION CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #2108)
0.0 -12,589 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2111)
0.0 -4,408 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TOI
THE ONCOLOGY IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2126)
0.0 -23,794 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHLS
SHOALS TECHNOLO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2131)
0.0 -10,988 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SKIN
THE BEAUTY HEAL...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2134)
0.0 -39,555 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2153)
0.0 -13,356 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORGO
ORGANOGENESIS H...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2164)
0.0 -14,117 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BTM
BITCOIN DEPOT I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2171)
0.0 -16,627 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTA
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2172)
0.0 -668 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRY
BERRY CORP
Energy 0.00% 0.00%
Sold All 😨
(Was: #2189)
0.0 -13,168 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDU
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2210)
0.0 -1,719 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLYVA
LIBERTY MEDIA C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2234)
0.0 -333 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDW
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2244)
0.0 -1,367 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EQWL
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2250)
0.0 -246 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRDA
LIBERTY BROADBA...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2306)
0.0 -256 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
REI
RING ENERGY INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #2310)
0.0 -14,325 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEMS
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2336)
0.0 -178 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EBR/B
CENTRAIS ELETRI...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #2341)
0.0 -1,075 -100.0%
CLOSED
$— 2008 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GPIX
GOLDMAN SACHS E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2344)
0.0 -205 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OMFS
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2421)
0.0 -102 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROM
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2447)
0.0 -31 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRPT
FIRST TR EXCHNG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2471)
0.0 -76 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SMIG
ETF SER SOLUTIO...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2472)
0.0 -57 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCX
INVESCO EXCH TR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2516)
0.0 -5 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EZA
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2524)
0.0 -1 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWN
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2526)
0.0 -1 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INDY
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2529)
0.0 -1 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAR
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2548)
0.0 -1 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWK
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #2550)
0.0 -1 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 2772 holdings

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