Ridgewood Investments 13F annual report
Ridgewood Investments is an investment fund managing more than $198 billion ran by Kaushal Majmudar. There are currently 659 companies in Mrs. Majmudar’s portfolio. The largest investments include Berkshire Hathaway and Ishares Tr, together worth $33.7 billion.
Limited to 30 biggest holdings
$198 billion Assets Under Management (AUM)
As of 22nd July 2024, Ridgewood Investments’s top holding is 49,649 shares of Berkshire Hathaway currently worth over $20.2 billion and making up 10.2% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Ridgewood Investments owns less than approximately 0.1% of the company.
In addition, the fund holds 159,066 shares of Ishares Tr worth $13.5 billion.
The third-largest holding is Alphabet Inc worth $6.98 billion and the next is Vanguard Index Fds worth $10.8 billion, with 37,936 shares owned.
Currently, Ridgewood Investments's portfolio is worth at least $198 billion. 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 Ridgewood Investments
The Ridgewood Investments office and employees reside in Springfield, New Jersey. According to the last 13-F report filed with the SEC, Kaushal Majmudar serves as the Managing Partner at Ridgewood Investments.
Recent trades
In the most recent 13F filing, Ridgewood Investments revealed that it had opened a new position in
Adobe Inc and bought 2,520 shares worth $1.4 billion.
This means they effectively own approximately 0.1% of the company.
Adobe Inc makes up
6.0%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Ishares Tr by buying
7,030 additional shares.
This makes their stake in Ishares Tr total 159,066 shares worth $13.5 billion.
On the other hand, there are companies that Ridgewood Investments is getting rid of from its portfolio.
Ridgewood Investments closed its position in Agnico Eagle Mines Ltd on 29th July 2024.
It sold the previously owned 3,800 shares for $208 million.
Kaushal Majmudar also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%.
This leaves the value of the investment at $20.2 billion and 49,649 shares.
One of the smallest hedge funds
The two most similar investment funds to Ridgewood Investments are Ironwood Wealth Management, Inc and Sittner & Nelson. They manage $198 billion and $198 billion respectively.
Kaushal Majmudar investment strategy
Ridgewood Investments’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 17.6% of
the total portfolio value.
The fund focuses on investments in the United States as
46.6% 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
38% 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 $61.5 billion.
The complete list of Ridgewood Investments trades based on 13F SEC filings
These positions were updated on July 29th 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 |
|---|---|---|---|
| Berkshire Hathaway Inc. |
3.48%
49,649
|
$20,197,020,000 | 10.22% |
| Ishares Tr |
4.62%
159,066
|
$13,477,210,000 | 6.82% |
| Alphabet Inc |
13.53%
38,234
|
$6,982,143,000 | 3.53% |
| Vanguard Index Fds |
1.57%
37,936
|
$10,803,526,000 | 5.47% |
| Vanguard Intl Equity Index F |
2.54%
31,731
|
$3,573,809,000 | 1.81% |
| Markel Group Inc |
2.73%
2,033
|
$3,203,584,000 | 1.62% |
| Vanguard Scottsdale Fds |
0.84%
102,298
|
$6,415,889,000 | 3.25% |
| Medtronic Plc |
81.64%
26,867
|
$2,114,725,000 | 1.07% |
| Amazon.com Inc. |
4.76%
10,281
|
$1,986,738,000 | 1.01% |
| Invesco Exch Traded Fd Tr Ii |
1.07%
53,929
|
$2,596,980,000 | 1.31% |
| Smith Nephew Plc |
57.64%
76,927
|
$1,906,254,000 | 0.96% |
| Microsoft Corporation |
47.96%
4,253
|
$1,900,819,000 | 0.96% |
| Taiwan Semiconductor Mfg Ltd |
14.89%
10,839
|
$1,883,865,000 | 0.95% |
| Price T Rowe Group Inc |
0.89%
15,254
|
$1,758,917,000 | 0.89% |
| RTX Corp |
0.09%
17,149
|
$1,721,568,000 | 0.87% |
| Aflac Inc. |
77.35%
19,179
|
$1,712,864,000 | 0.87% |
| Henry Schein Inc. |
0.61%
25,493
|
$1,634,101,000 | 0.83% |
| United Parcel Service, Inc. |
55.80%
11,643
|
$1,593,304,000 | 0.81% |
| Pfizer Inc. |
39.83%
56,798
|
$1,589,204,000 | 0.80% |
| Nasdaq Inc |
0.20%
25,912
|
$1,561,478,000 | 0.79% |
| Cnh Indl N V |
1,419.63%
151,963
|
$1,539,386,000 | 0.78% |
| Old Rep Intl Corp |
0.68%
49,063
|
$1,516,056,000 | 0.77% |
| Meta Platforms Inc |
27.82%
2,953
|
$1,488,788,000 | 0.75% |
| Tyson Foods, Inc. |
1.24%
25,858
|
$1,477,515,000 | 0.75% |
| Nutrien Ltd |
43.70%
28,325
|
$1,442,042,000 | 0.73% |
| Lyondellbasell Industries N |
1.89%
14,973
|
$1,432,313,000 | 0.72% |
| Disney Walt Co |
3.36%
14,288
|
$1,418,636,000 | 0.72% |
| Bristol-Myers Squibb Co. |
14.80%
34,092
|
$1,415,844,000 | 0.72% |
| Adobe Inc |
Opened
2,520
|
$1,399,968,000 | 0.71% |
| Cisco Sys Inc |
17.57%
28,785
|
$1,367,589,000 | 0.69% |
| Comcast Corp New |
43.43%
34,873
|
$1,365,627,000 | 0.69% |
| Coterra Energy Inc |
0.56%
48,514
|
$1,293,879,000 | 0.65% |
| Vanguard Bd Index Fds |
9.91%
27,555
|
$2,093,195,000 | 1.06% |
| Alibaba Group Hldg Ltd |
27.59%
17,221
|
$1,239,944,000 | 0.63% |
| Devon Energy Corp. |
2.23%
26,065
|
$1,235,483,000 | 0.63% |
| International Business Machs |
15.21%
7,072
|
$1,223,083,000 | 0.62% |
| Graco Inc. |
0.18%
15,388
|
$1,219,941,000 | 0.62% |
| Dominion Energy Inc |
2.00%
24,813
|
$1,215,825,000 | 0.62% |
| Air Prods Chems Inc |
Opened
4,709
|
$1,215,250,000 | 0.62% |
| CME Group Inc |
210.16%
5,707
|
$1,121,980,000 | 0.57% |
| RCI Hospitality Holdings Inc |
2.40%
25,558
|
$1,113,306,000 | 0.56% |
| Axos Financial Inc. |
4.63%
19,038
|
$1,088,022,000 | 0.55% |
| Verizon Communications Inc |
1.86%
26,242
|
$1,082,207,000 | 0.55% |
| EBay Inc. |
0.21%
19,615
|
$1,053,716,000 | 0.53% |
| Fidelity Comwlth Tr |
8.57%
14,995
|
$1,048,626,000 | 0.53% |
| Texas Instrs Inc |
2.01%
5,359
|
$1,042,457,000 | 0.53% |
| United Therapeutics Corp |
No change
3,200
|
$1,019,360,000 | 0.52% |
| Gilead Sciences, Inc. |
Opened
14,798
|
$1,015,321,000 | 0.51% |
| Home Depot, Inc. |
7.78%
2,938
|
$1,011,377,000 | 0.51% |
| HCI Group Inc |
0.86%
10,759
|
$991,668,000 | 0.50% |
| Tractor Supply Co. |
0.28%
3,550
|
$958,458,000 | 0.49% |
| Baxter International Inc. |
1.10%
28,361
|
$948,673,000 | 0.48% |
| NVIDIA Corp |
903.97%
7,580
|
$936,433,000 | 0.47% |
| Boeing Co. |
41.04%
5,059
|
$920,835,000 | 0.47% |
| Intel Corp. |
159.77%
29,320
|
$908,030,000 | 0.46% |
| Perrigo Co Plc |
1.29%
35,138
|
$902,340,000 | 0.46% |
| HubSpot Inc |
No change
1,522
|
$897,660,000 | 0.45% |
| Oracle Corp. |
0.61%
6,232
|
$879,942,000 | 0.45% |
| Deere Co |
10.67%
2,333
|
$871,655,000 | 0.44% |
| Schwab Strategic Tr |
12.75%
30,509
|
$1,441,928,000 | 0.73% |
| Spdr Ser Tr |
8.65%
53,733
|
$1,516,220,000 | 0.77% |
| Acme Utd Corp |
1.89%
23,735
|
$832,386,000 | 0.42% |
| Mosaic Co New |
14.95%
27,922
|
$806,957,000 | 0.41% |
| Hewlett Packard Enterprise C |
Opened
37,101
|
$785,430,000 | 0.40% |
| Archer Daniels Midland Co. |
58.99%
12,751
|
$770,788,000 | 0.39% |
| Vanguard Specialized Funds |
4.57%
4,094
|
$747,377,000 | 0.38% |
| Schwab Charles Corp |
1.87%
10,105
|
$744,662,000 | 0.38% |
| American Tower Corp. |
3.14%
3,758
|
$730,422,000 | 0.37% |
| Eog Res Inc |
64.05%
5,796
|
$729,493,000 | 0.37% |
| American Express Co. |
0.03%
3,090
|
$715,432,000 | 0.36% |
| Apple Inc |
8.72%
3,351
|
$705,811,000 | 0.36% |
| PayPal Holdings Inc |
1.12%
12,065
|
$700,130,000 | 0.35% |
| Becton Dickinson Co |
1.41%
2,954
|
$690,355,000 | 0.35% |
| Pinterest Inc |
Opened
15,559
|
$685,693,000 | 0.35% |
| Goldman Sachs Group, Inc. |
12.72%
1,510
|
$683,003,000 | 0.35% |
| Juniper Networks Inc |
40.04%
18,578
|
$677,339,000 | 0.34% |
| NewtekOne Inc |
15.39%
52,485
|
$659,736,000 | 0.33% |
| Royalty Pharma plc |
1.93%
24,442
|
$644,547,000 | 0.33% |
| Core Laboratories Inc |
131.96%
31,229
|
$633,633,000 | 0.32% |
| Middleby Corp. |
No change
5,106
|
$626,068,000 | 0.32% |
| 3M Co. |
66.21%
6,002
|
$613,313,000 | 0.31% |
| Qualcomm, Inc. |
82.05%
3,055
|
$608,490,000 | 0.31% |
| Aon plc. |
No change
2,041
|
$599,197,000 | 0.30% |
| Baidu Inc |
90.24%
6,900
|
$596,677,000 | 0.30% |
| General Dynamics Corp. |
38.66%
1,998
|
$579,662,000 | 0.29% |
| Grainger W W Inc |
No change
631
|
$569,728,000 | 0.29% |
| Johnson Johnson |
34.26%
3,838
|
$560,982,000 | 0.28% |
| NetEase Inc |
Opened
5,535
|
$529,067,000 | 0.27% |
| Yum China Holdings Inc |
Opened
16,097
|
$496,427,000 | 0.25% |
| Conagra Brands Inc |
17.18%
17,383
|
$494,034,000 | 0.25% |
| Heritage Global Inc |
5.52%
200,547
|
$493,346,000 | 0.25% |
| Vale S.A. |
0.17%
43,431
|
$485,130,000 | 0.25% |
| Citigroup Inc |
7.07%
7,615
|
$483,273,000 | 0.24% |
| Philip Morris International Inc |
10.26%
4,626
|
$468,747,000 | 0.24% |
| Chevron Corp. |
0.33%
2,986
|
$467,054,000 | 0.24% |
| Kinder Morgan Inc |
1.97%
23,121
|
$459,409,000 | 0.23% |
| Unity Software Inc. |
31.38%
27,777
|
$451,648,000 | 0.23% |
| Helmerich Payne Inc |
1.53%
12,352
|
$446,411,000 | 0.23% |
| Black Hills Corporation |
97.44%
8,006
|
$435,340,000 | 0.22% |
| DocuSign Inc |
33.15%
7,885
|
$421,848,000 | 0.21% |
| Att Inc |
1.75%
21,982
|
$420,074,000 | 0.21% |
| EZCorp, Inc. |
No change
40,000
|
$418,800,000 | 0.21% |
| Analog Devices Inc. |
0.55%
1,801
|
$411,096,000 | 0.21% |
| Albemarle Corp. |
49.12%
4,256
|
$406,486,000 | 0.21% |
| Roblox Corporation |
42.60%
10,612
|
$394,858,000 | 0.20% |
| Humana Inc. |
Opened
1,047
|
$391,348,000 | 0.20% |
| Whitestone REIT |
No change
29,388
|
$391,153,000 | 0.20% |
| Tesla Inc |
0.30%
1,976
|
$391,045,000 | 0.20% |
| Wisdomtree Tr |
Opened
9,922
|
$540,591,000 | 0.27% |
| Lowes Cos Inc |
Opened
1,708
|
$376,546,000 | 0.19% |
| Eli Lilly Co |
No change
415
|
$375,352,000 | 0.19% |
| Accenture Plc Ireland |
3.76%
1,229
|
$372,893,000 | 0.19% |
| CVS Health Corp |
34.36%
6,259
|
$369,630,000 | 0.19% |
| Netflix Inc. |
5.86%
546
|
$368,740,000 | 0.19% |
| Huntington Ingalls Inds Inc |
32.67%
1,463
|
$360,394,000 | 0.18% |
| Salesforce Inc |
26.33%
1,401
|
$360,223,000 | 0.18% |
| Bank Nova Scotia Halifax |
No change
7,410
|
$338,796,000 | 0.17% |
| Exxon Mobil Corp. |
4.58%
2,856
|
$328,805,000 | 0.17% |
| L3Harris Technologies Inc |
9.73%
1,457
|
$327,135,000 | 0.17% |
| B. Riley Financial Inc |
25.86%
18,404
|
$324,652,000 | 0.16% |
| Shopify Inc |
35.13%
4,858
|
$320,871,000 | 0.16% |
| Research Solutions, Inc. |
No change
124,937
|
$318,589,000 | 0.16% |
| Loews Corp. |
1.46%
4,248
|
$317,472,000 | 0.16% |
| Cava Group Inc |
Opened
3,320
|
$307,930,000 | 0.16% |
| Electronic Arts, Inc. |
5.65%
2,156
|
$300,436,000 | 0.15% |
| Sociedad Quimica Y Minera De |
5.46%
7,242
|
$295,130,000 | 0.15% |
| Vail Resorts Inc. |
Opened
1,630
|
$293,585,000 | 0.15% |
| Spotify Technology S.A. |
25.02%
929
|
$291,608,000 | 0.15% |
| Invesco Actively Managed Etf |
No change
5,361
|
$267,493,000 | 0.14% |
| Snowflake Inc. |
Opened
1,928
|
$260,518,000 | 0.13% |
| Waste Mgmt Inc Del |
No change
1,219
|
$260,115,000 | 0.13% |
| Costar Group, Inc. |
25.90%
3,422
|
$253,707,000 | 0.13% |
| Barrick Gold Corp. |
20.03%
15,079
|
$251,511,000 | 0.13% |
| Pimco Etf Tr |
No change
2,492
|
$250,781,000 | 0.13% |
| FAT Brands Inc |
29.20%
48,493
|
$248,769,000 | 0.13% |
| Tjx Cos Inc New |
0.18%
2,237
|
$246,297,000 | 0.12% |
| CSX Corp. |
0.20%
7,337
|
$245,423,000 | 0.12% |
| Chipotle Mexican Grill |
4,340.91%
3,908
|
$244,849,000 | 0.12% |
| Kimberly-Clark Corp. |
Opened
1,718
|
$237,495,000 | 0.12% |
| Dimensional Etf Trust |
0.40%
4,525
|
$234,732,000 | 0.12% |
| Emerson Elec Co |
Opened
2,053
|
$226,109,000 | 0.11% |
| Progressive Corp. |
Opened
1,081
|
$224,575,000 | 0.11% |
| Vanguard World Fd |
11.21%
713
|
$224,032,000 | 0.11% |
| Ishares Tr |
Opened
19,910
|
$1,653,600,000 | 0.84% |
| RB Global Inc |
76.63%
2,867
|
$218,904,000 | 0.11% |
| British Amern Tob Plc |
0.33%
6,937
|
$214,568,000 | 0.11% |
| Agnico Eagle Mines Ltd |
Closed
3,800
|
$208,430,000 | |
| JD.com Inc |
Opened
8,023
|
$207,314,000 | 0.10% |
| CRA International Inc. |
Opened
1,200
|
$206,664,000 | 0.10% |
| Simon Ppty Group Inc New |
22.31%
1,351
|
$205,063,000 | 0.10% |
| The One Group Hospitality In |
No change
48,249
|
$205,058,000 | 0.10% |
| Organon & Co |
Closed
14,100
|
$203,328,000 | |
| Franklin Resources, Inc. |
Closed
6,765
|
$201,542,000 | |
| Farmer Bros. Co. |
28.50%
73,145
|
$196,029,000 | 0.10% |
| WEC Energy Group Inc |
Opened
2,496
|
$195,799,000 | 0.10% |
| Kenvue Inc |
No change
10,624
|
$193,146,000 | 0.10% |
| Invesco Exch Traded Fd Tr Ii |
Opened
12,985
|
$487,613,000 | 0.25% |
| Invesco Exchange Traded Fd T |
Opened
5,524
|
$292,224,000 | 0.15% |
| Paymentus Holdings Inc |
61.54%
42,000
|
$185,143,000 | 0.09% |
| Airbnb, Inc. |
Opened
1,201
|
$182,052,000 | 0.09% |
| Vanguard Index Fds |
Opened
2,211
|
$278,251,000 | 0.14% |
| Spdr Gold Tr |
Opened
835
|
$179,533,000 | 0.09% |
| Stanley Black Decker Inc |
37.88%
2,225
|
$177,795,000 | 0.09% |
| Waters Corp. |
Opened
606
|
$175,939,000 | 0.09% |
| Bank America Corp |
Opened
4,419
|
$175,736,000 | 0.09% |
| Northrop Grumman Corp. |
Opened
389
|
$169,678,000 | 0.09% |
| Veris Residential Inc |
16.76%
11,307
|
$169,612,000 | 0.09% |
| Dimensional Etf Trust |
Opened
10,734
|
$402,327,000 | 0.20% |
| Ishares Inc |
Opened
3,179
|
$184,254,000 | 0.09% |
| Merck Co Inc |
Opened
1,336
|
$165,338,000 | 0.08% |
| GSK Plc |
83.43%
4,273
|
$164,492,000 | 0.08% |
| Scotts Miracle-Gro Company |
74.69%
2,514
|
$163,561,000 | 0.08% |
| Quest Diagnostics, Inc. |
Opened
1,191
|
$163,078,000 | 0.08% |
| Vanguard Scottsdale Fds |
Opened
2,936
|
$227,457,000 | 0.12% |
| Schwab Strategic Tr |
Opened
5,509
|
$365,500,000 | 0.18% |
| Infosys Ltd |
Opened
8,681
|
$161,635,000 | 0.08% |
| Synopsys, Inc. |
Opened
269
|
$160,134,000 | 0.08% |
| Carrier Global Corporation |
Opened
2,528
|
$159,470,000 | 0.08% |
| Kinsale Cap Group Inc |
Opened
392
|
$151,030,000 | 0.08% |
| Copart, Inc. |
Opened
2,727
|
$147,677,000 | 0.07% |
| Spdr Sp 500 Etf Tr |
Opened
267
|
$145,043,000 | 0.07% |
| Polaris Inc |
Opened
1,826
|
$143,028,000 | 0.07% |
| Vanguard Intl Equity Index F |
Opened
5,293
|
$341,123,000 | 0.17% |
| Lam Research Corp. |
Opened
134
|
$142,404,000 | 0.07% |
| Novartis AG |
Opened
1,311
|
$139,607,000 | 0.07% |
| Clorox Co. |
Opened
1,021
|
$139,294,000 | 0.07% |
| Enterprise Prods Partners L |
Opened
4,779
|
$138,489,000 | 0.07% |
| NextEra Energy Inc |
Opened
1,951
|
$138,181,000 | 0.07% |
| Microstrategy Inc. |
Opened
100
|
$137,748,000 | 0.07% |
| Cbiz Inc |
Opened
1,850
|
$137,085,000 | 0.07% |
| Hartford Finl Svcs Group Inc |
Opened
1,346
|
$135,362,000 | 0.07% |
| Bhp Group Ltd |
Opened
2,321
|
$132,511,000 | 0.07% |
| Nucor Corp. |
Opened
803
|
$126,936,000 | 0.06% |
| Realty Income Corp. |
45.58%
2,388
|
$126,160,000 | 0.06% |
| Newmont Corp |
87.95%
3,000
|
$125,610,000 | 0.06% |
| Block Inc |
Opened
1,869
|
$120,533,000 | 0.06% |
| Diageo plc |
Opened
934
|
$117,786,000 | 0.06% |
| Canadian Natl Ry Co |
Opened
996
|
$117,645,000 | 0.06% |
| Nu Hldgs Ltd |
Opened
9,124
|
$117,608,000 | 0.06% |
| Republic Svcs Inc |
Opened
605
|
$117,536,000 | 0.06% |
| Costco Whsl Corp New |
Opened
138
|
$117,093,000 | 0.06% |
| Solventum Corp |
Opened
2,161
|
$114,270,000 | 0.06% |
| J P Morgan Exchange Traded F |
Opened
1,217
|
$117,158,000 | 0.06% |
| Under Armour Inc |
Opened
17,956
|
$117,376,000 | 0.06% |
| Thomson-Reuters Corp |
Opened
658
|
$110,935,000 | 0.06% |
| Dlocal Ltd |
Opened
13,654
|
$110,462,000 | 0.06% |
| MercadoLibre Inc |
Opened
67
|
$110,108,000 | 0.06% |
| Jefferies Finl Group Inc |
Opened
2,200
|
$109,472,000 | 0.06% |
| Federal Agric Mtg Corp |
Opened
600
|
$108,492,000 | 0.05% |
| Trane Technologies plc |
Opened
322
|
$106,011,000 | 0.05% |
| Canadian Nat Res Ltd |
Opened
2,961
|
$105,405,000 | 0.05% |
| Mastercard Incorporated |
Opened
234
|
$103,228,000 | 0.05% |
| Parker-Hannifin Corp. |
Opened
204
|
$103,224,000 | 0.05% |
| American Intl Group Inc |
Opened
1,364
|
$101,265,000 | 0.05% |
| Starbucks Corp. |
Opened
1,298
|
$101,049,000 | 0.05% |
| Ishares Bitcoin Tr |
Opened
2,755
|
$94,056,000 | 0.05% |
| Esab Corporation |
Opened
969
|
$91,512,000 | 0.05% |
| Takeda Pharmaceutical Co |
Opened
6,900
|
$89,284,000 | 0.05% |
| Jpmorgan Chase Co |
Opened
433
|
$87,582,000 | 0.04% |
| Travelers Companies Inc. |
Opened
426
|
$86,530,000 | 0.04% |
| ANI Pharmaceuticals Inc |
Opened
1,329
|
$84,631,000 | 0.04% |
| Educational Dev Corp |
Opened
45,600
|
$84,520,000 | 0.04% |
| Dropbox Inc |
Opened
3,733
|
$83,871,000 | 0.04% |
| Canadian Pacific Kansas City |
Opened
1,055
|
$83,060,000 | 0.04% |
| Procter And Gamble Co |
Opened
479
|
$78,962,000 | 0.04% |
| TC Energy Corporation |
Opened
2,074
|
$78,587,000 | 0.04% |
| Ansys Inc. |
Opened
243
|
$78,125,000 | 0.04% |
| Sixth Street Specialty Lendi |
Opened
3,588
|
$76,601,000 | 0.04% |
| RLI Corp. |
68.12%
540
|
$75,973,000 | 0.04% |
| TransUnion |
Opened
1,016
|
$75,330,000 | 0.04% |
| Pool Corporation |
Opened
242
|
$74,374,000 | 0.04% |
| Public Svc Enterprise Grp In |
Opened
974
|
$71,796,000 | 0.04% |
| Rio Tinto plc |
Opened
1,080
|
$71,173,000 | 0.04% |
| Umh Pptys Inc |
Opened
4,448
|
$71,123,000 | 0.04% |
| Astrazeneca plc |
Opened
907
|
$70,717,000 | 0.04% |
| Vanguard Charlotte Fds |
Opened
1,436
|
$69,890,000 | 0.04% |
| Vanguard Star Fds |
Opened
1,155
|
$69,648,000 | 0.04% |
| Sap SE |
Opened
344
|
$69,373,000 | 0.04% |
| Leidos Holdings Inc |
Opened
471
|
$68,641,000 | 0.03% |
| Emergent Biosolutions Inc |
No change
10,004
|
$68,227,000 | 0.03% |
| Franco Nev Corp |
Opened
570
|
$67,556,000 | 0.03% |
| Honda Motor |
Opened
2,083
|
$67,160,000 | 0.03% |
| Boston Scientific Corp. |
Opened
866
|
$66,691,000 | 0.03% |
| Essex Ppty Tr Inc |
Opened
243
|
$66,212,000 | 0.03% |
| Portland Gen Elec Co |
Opened
1,530
|
$66,172,000 | 0.03% |
| Bjs Whsl Club Hldgs Inc |
Opened
751
|
$65,968,000 | 0.03% |
| Equinor ASA |
Opened
2,289
|
$65,383,000 | 0.03% |
| Bank Montreal Que |
Opened
773
|
$64,843,000 | 0.03% |
| Unitedhealth Group Inc |
Opened
125
|
$63,775,000 | 0.03% |
| Danaher Corp. |
Opened
255
|
$63,770,000 | 0.03% |
| RH |
Opened
253
|
$61,843,000 | 0.03% |
| Cheniere Energy Partners LP |
Opened
1,257
|
$61,715,000 | 0.03% |
| Kroger Co. |
Opened
1,205
|
$60,185,000 | 0.03% |
| PDD Holdings Inc |
Opened
449
|
$59,695,000 | 0.03% |
| FTAI Aviation Ltd |
Opened
569
|
$58,781,000 | 0.03% |
| Trade Desk Inc |
Opened
600
|
$58,602,000 | 0.03% |
| Atlassian Corporation |
Opened
330
|
$58,370,000 | 0.03% |
| Enbridge Inc |
Opened
1,618
|
$57,600,000 | 0.03% |
| Rocky Mtn Chocolate Factory |
15.38%
26,045
|
$57,299,000 | 0.03% |
| Crown Castle Inc |
Opened
578
|
$56,471,000 | 0.03% |
| Verisk Analytics Inc |
Opened
207
|
$55,742,000 | 0.03% |
| Pepsico Inc |
Opened
337
|
$55,531,000 | 0.03% |
| General Electric Co |
Opened
348
|
$55,378,000 | 0.03% |
| Applied Matls Inc |
Opened
233
|
$54,986,000 | 0.03% |
| Compass Diversified |
Opened
2,500
|
$54,725,000 | 0.03% |
| Stellantis N.V |
Opened
2,715
|
$53,895,000 | 0.03% |
| Duke Energy Corp. |
Opened
525
|
$52,621,000 | 0.03% |
| Regeneron Pharmaceuticals, Inc. |
Opened
50
|
$52,552,000 | 0.03% |
| Roper Technologies Inc |
Opened
93
|
$52,420,000 | 0.03% |
| Kraft Heinz Co |
Opened
1,602
|
$51,601,000 | 0.03% |
| Alps Etf Tr |
Opened
21,175
|
$55,184,000 | 0.03% |
| Stmicroelectronics N V |
Opened
1,300
|
$51,065,000 | 0.03% |
| U.S. Physical Therapy, Inc. |
Opened
551
|
$50,888,000 | 0.03% |
| American Elec Pwr Co Inc |
Opened
577
|
$50,587,000 | 0.03% |
| Ryanair Holdings Plc |
Opened
428
|
$49,790,000 | 0.03% |
| Vanguard Whitehall Fds |
Opened
800
|
$73,551,000 | 0.04% |
| Southwest Airls Co |
Opened
1,722
|
$49,277,000 | 0.02% |
| Visa Inc |
Opened
184
|
$48,314,000 | 0.02% |
| Customers Bancorp Inc |
Opened
1,000
|
$47,980,000 | 0.02% |
| Citizens Finl Group Inc |
Opened
1,331
|
$47,956,000 | 0.02% |
| Manulife Finl Corp |
Opened
1,800
|
$47,916,000 | 0.02% |
| Uber Technologies Inc |
Opened
655
|
$47,605,000 | 0.02% |
| Spdr Index Shs Fds |
Opened
1,337
|
$46,902,000 | 0.02% |
| Hsbc Hldgs Plc |
Opened
1,074
|
$46,735,000 | 0.02% |
| Monday Com Ltd |
Opened
188
|
$45,263,000 | 0.02% |
| NEOS ETF Trust |
Opened
900
|
$44,784,000 | 0.02% |
| Firstenergy Corp. |
Opened
1,163
|
$44,506,000 | 0.02% |
| Semtech Corp. |
Opened
1,487
|
$44,432,000 | 0.02% |
| Matterport Inc |
Closed
16,494
|
$44,369,000 | |
| Take-two Interactive Softwar |
Opened
282
|
$43,848,000 | 0.02% |
| Enovis Corporation |
Opened
969
|
$43,792,000 | 0.02% |
| Zimmer Biomet Holdings Inc |
Opened
400
|
$43,412,000 | 0.02% |
| Dicks Sporting Goods, Inc. |
Opened
200
|
$42,970,000 | 0.02% |
| Us Bancorp Del |
Opened
1,081
|
$42,934,000 | 0.02% |
| New Oriental Ed Technology |
Opened
550
|
$42,752,000 | 0.02% |
| Ares Capital Corp |
Opened
2,023
|
$42,169,000 | 0.02% |
| Equifax, Inc. |
Opened
174
|
$42,151,000 | 0.02% |
| Melco Resorts And Entmnt Ltd |
Opened
5,633
|
$42,022,000 | 0.02% |
| Sabre Corp |
No change
15,676
|
$41,855,000 | 0.02% |
| Wp Carey Inc |
Opened
750
|
$41,288,000 | 0.02% |
| Sony Group Corp |
Opened
484
|
$41,094,000 | 0.02% |
| Marsh Mclennan Cos Inc |
Opened
193
|
$40,669,000 | 0.02% |
| Pacer Fds Tr |
Opened
1,350
|
$79,458,000 | 0.04% |
| MSCI Inc |
Opened
82
|
$39,504,000 | 0.02% |
| Sun Life Financial, Inc. |
Opened
800
|
$39,192,000 | 0.02% |
| Asml Holding N V |
Opened
38
|
$38,864,000 | 0.02% |
| Kellanova Co |
Opened
670
|
$38,666,000 | 0.02% |
| Medallion Finl Corp |
Opened
5,000
|
$38,400,000 | 0.02% |
| Vanguard Bd Index Fds |
Opened
530
|
$38,168,000 | 0.02% |
| Greenlight Capital Re Ltd |
Opened
2,831
|
$37,089,000 | 0.02% |
| Abbott Labs |
Opened
356
|
$36,982,000 | 0.02% |
| Rogers Communications Inc. |
Opened
1,000
|
$36,980,000 | 0.02% |
| Compass Minerals International Inc |
Opened
3,578
|
$36,961,000 | 0.02% |
| Vanguard Admiral Fds Inc |
Opened
110
|
$36,680,000 | 0.02% |
| Fs Kkr Cap Corp |
Opened
1,852
|
$36,534,000 | 0.02% |
| Mercury Sys Inc |
Opened
1,350
|
$36,437,000 | 0.02% |
| Sp Global Inc |
Opened
81
|
$36,110,000 | 0.02% |
| Cheniere Energy Inc. |
Opened
205
|
$35,840,000 | 0.02% |
| HDFC Bank Ltd. |
Opened
557
|
$35,837,000 | 0.02% |
| Lockheed Martin Corp. |
Opened
76
|
$35,376,000 | 0.02% |
| Fastenal Co. |
Opened
562
|
$35,316,000 | 0.02% |
| Advanced Micro Devices Inc. |
Opened
213
|
$34,551,000 | 0.02% |
| Rollins, Inc. |
Opened
703
|
$34,299,000 | 0.02% |
| Ssga Active Etf Tr |
Opened
800
|
$33,440,000 | 0.02% |
| Constellation Energy Corp |
Opened
166
|
$33,245,000 | 0.02% |
| Lululemon Athletica inc. |
Opened
110
|
$32,857,000 | 0.02% |
| Pimco Etf Tr |
Opened
635
|
$32,794,000 | 0.02% |
| Cae Inc. |
Opened
1,750
|
$32,515,000 | 0.02% |
| RPM International, Inc. |
Opened
300
|
$32,304,000 | 0.02% |
| ServiceNow Inc |
Opened
41
|
$32,253,000 | 0.02% |
| FAT Brands Inc |
Opened
6,849
|
$32,190,000 | 0.02% |
| Carvana Co. |
Opened
250
|
$32,180,000 | 0.02% |
| SBA Communications Corp |
Opened
163
|
$31,982,000 | 0.02% |
| Fortis Inc. |
Opened
815
|
$31,637,000 | 0.02% |
| Wheaton Precious Metals Corp |
Opened
600
|
$31,452,000 | 0.02% |
| Oneok Inc. |
Opened
385
|
$31,397,000 | 0.02% |
| Globant S.A. |
Opened
176
|
$31,374,000 | 0.02% |
| Blackstone Inc |
Opened
250
|
$30,950,000 | 0.02% |
| DTE Energy Co. |
Opened
277
|
$30,701,000 | 0.02% |
| Fortive Corp |
Opened
410
|
$30,354,000 | 0.02% |
| Northern Tr Corp |
Opened
361
|
$30,298,000 | 0.02% |
| Open Text Corp |
Opened
1,000
|
$30,040,000 | 0.02% |
| Rlx Technology Inc |
No change
16,000
|
$29,440,000 | 0.01% |
| VanEck ETF Trust |
Opened
2,512
|
$75,432,000 | 0.04% |
| Suncor Energy, Inc. |
Opened
750
|
$28,575,000 | 0.01% |
| Canadian Imperial Bk Comm To |
Opened
600
|
$28,524,000 | 0.01% |
| Agilent Technologies Inc. |
Opened
220
|
$28,519,000 | 0.01% |
| NovoCure Ltd |
Opened
1,637
|
$28,042,000 | 0.01% |
| Ford Mtr Co Del |
Opened
2,200
|
$27,588,000 | 0.01% |
| Affirm Holdings, Inc. |
Opened
900
|
$27,189,000 | 0.01% |
| Idexx Labs Inc |
Opened
55
|
$26,944,000 | 0.01% |
| Abbvie Inc |
Opened
157
|
$26,880,000 | 0.01% |
| Ecopetrol S A |
Opened
2,384
|
$26,679,000 | 0.01% |
| Royal Bk Cda |
Opened
250
|
$26,595,000 | 0.01% |
| Intuitive Surgical Inc |
Opened
59
|
$26,414,000 | 0.01% |
| Weyerhaeuser Co Mtn Be |
Opened
929
|
$26,373,000 | 0.01% |
| Irobot Corp |
Opened
2,881
|
$26,246,000 | 0.01% |
| Msc Indl Direct Inc |
Opened
325
|
$25,776,000 | 0.01% |
| Spdr Dow Jones Indl Average |
Opened
65
|
$25,588,000 | 0.01% |
| NIO Inc |
Opened
6,125
|
$25,480,000 | 0.01% |
| Global X Fds |
Opened
1,274
|
$25,067,000 | 0.01% |
| Spdr Sp Midcap 400 Etf Tr |
Opened
47
|
$24,955,000 | 0.01% |
| Select Sector Spdr Tr |
Opened
268
|
$38,838,000 | 0.02% |
| Ingersoll Rand Inc. |
Opened
272
|
$24,715,000 | 0.01% |
| Otis Worldwide Corporation |
Opened
253
|
$24,360,000 | 0.01% |
| Telus Corp. |
Opened
1,600
|
$24,224,000 | 0.01% |
| WPP Plc. |
Opened
513
|
$23,480,000 | 0.01% |
| Stonex Group Inc |
Opened
300
|
$22,593,000 | 0.01% |
| Veeva Sys Inc |
Opened
120
|
$21,961,000 | 0.01% |
| Nike, Inc. |
Opened
289
|
$21,801,000 | 0.01% |
| Wipro Ltd. |
Opened
3,557
|
$21,698,000 | 0.01% |
| Magna International Inc. |
Opened
500
|
$20,950,000 | 0.01% |
| Ishares U S Etf Tr |
Opened
415
|
$20,880,000 | 0.01% |
| Spdr Ser Tr |
Opened
1,296
|
$79,953,000 | 0.04% |
| LKQ Corp |
Opened
500
|
$20,795,000 | 0.01% |
| Indexiq Etf Tr |
Opened
1,088
|
$20,768,000 | 0.01% |
| Liberty Broadband Corp |
Opened
747
|
$40,861,000 | 0.02% |
| Manhattan Brdg Cap Inc |
Opened
4,010
|
$20,611,000 | 0.01% |
| Ecolab, Inc. |
Opened
85
|
$20,230,000 | 0.01% |
| Canaan Inc. |
No change
19,500
|
$19,496,000 | 0.01% |
| D.R. Horton Inc. |
Opened
135
|
$19,026,000 | 0.01% |
| AMGEN Inc. |
97.52%
60
|
$18,632,000 | 0.01% |
| Alcoa Corp |
Opened
456
|
$18,140,000 | 0.01% |
| Williams-Sonoma, Inc. |
Opened
61
|
$17,308,000 | 0.01% |
| Exelon Corp. |
Opened
500
|
$17,305,000 | 0.01% |
| Unifirst Corp Mass |
Opened
100
|
$17,153,000 | 0.01% |
| HP Inc |
Opened
474
|
$16,595,000 | 0.01% |
| Five Below Inc |
Opened
152
|
$16,563,000 | 0.01% |
| Broadcom Inc |
Opened
10
|
$16,055,000 | 0.01% |
| Amedisys Inc. |
Opened
174
|
$15,979,000 | 0.01% |
| Liveone Inc |
Opened
10,000
|
$15,700,000 | 0.01% |
| Annaly Capital Management In |
Opened
807
|
$15,381,000 | 0.01% |
| NVR Inc. |
Opened
2
|
$15,177,000 | 0.01% |
| Vornado Rlty Tr |
Opened
575
|
$15,117,000 | 0.01% |
| Ge Vernova Llc |
Opened
85
|
$14,578,000 | 0.01% |
| Cbre Group Inc |
Opened
163
|
$14,562,000 | 0.01% |
| Ross Stores, Inc. |
Opened
98
|
$14,225,000 | 0.01% |
| Mondelez International Inc. |
Opened
213
|
$13,948,000 | 0.01% |
| U S Global Invs Inc |
Opened
5,000
|
$13,050,000 | 0.01% |
| Capital Southwest Corp. |
Opened
500
|
$13,045,000 | 0.01% |
| Consolidated Edison, Inc. |
Opened
144
|
$12,876,000 | 0.01% |
| Coupang, Inc. |
Opened
600
|
$12,570,000 | 0.01% |
| Dt Midstream Inc |
Opened
177
|
$12,551,000 | 0.01% |
| Paycom Software Inc |
Opened
87
|
$12,444,000 | 0.01% |
| Coca-Cola Co |
Opened
192
|
$12,221,000 | 0.01% |
| Altria Group Inc. |
No change
263
|
$11,980,000 | 0.01% |
| Etsy Inc |
Opened
200
|
$11,796,000 | 0.01% |
| Fiserv, Inc. |
Opened
78
|
$11,592,000 | 0.01% |
| Fedex Corp |
Opened
38
|
$11,492,000 | 0.01% |
| Heico Corp. |
Opened
50
|
$11,181,000 | 0.01% |
| Workday Inc |
Opened
50
|
$11,178,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
Opened
20
|
$11,052,000 | 0.01% |
| Texas Pacific Land Corporati |
Opened
15
|
$11,014,000 | 0.01% |
| Twilio Inc |
Opened
193
|
$10,964,000 | 0.01% |
| Fidelity Covington Trust |
Opened
672
|
$28,770,000 | 0.01% |
| Lennar Corp. |
Opened
70
|
$10,491,000 | 0.01% |
| Vanguard World Fd |
Opened
120
|
$25,052,000 | 0.01% |
| Stryker Corp. |
Opened
30
|
$10,343,000 | 0.01% |
| Packaging Corp Amer |
Opened
56
|
$10,255,000 | 0.01% |
| New York Times Co. |
Opened
200
|
$10,242,000 | 0.01% |
| Entravision Communications C |
Opened
5,000
|
$10,150,000 | 0.01% |
| Floor Decor Hldgs Inc |
Opened
100
|
$9,941,000 | 0.01% |
| Boston Omaha Corp |
Opened
700
|
$9,422,000 | 0.00% |
| Hershey Company |
Opened
50
|
$9,192,000 | 0.00% |
| Penumbra Inc |
Opened
50
|
$8,999,000 | 0.00% |
| IDT Corp. |
Opened
250
|
$8,980,000 | 0.00% |
| Woodside Energy Group Ltd |
Opened
466
|
$8,772,000 | 0.00% |
| Ge Healthcare Technologies I |
Opened
112
|
$8,727,000 | 0.00% |
| Seagate Technology Hldngs Pl |
Opened
84
|
$8,721,000 | 0.00% |
| Spire Global Inc |
Opened
800
|
$8,672,000 | 0.00% |
| Marathon Pete Corp |
Opened
49
|
$8,463,000 | 0.00% |
| Invesco Actvely Mngd Etc Fd |
Opened
600
|
$8,430,000 | 0.00% |
| Avalonbay Cmntys Inc |
Opened
40
|
$8,276,000 | 0.00% |
| Ishares Silver Tr |
Opened
300
|
$7,971,000 | 0.00% |
| Veralto Corp |
Opened
83
|
$7,971,000 | 0.00% |
| Haleon Plc |
Opened
961
|
$7,940,000 | 0.00% |
| Brookfield Corp |
Opened
183
|
$7,589,000 | 0.00% |
| Ark Etf Tr |
Opened
197
|
$11,964,000 | 0.01% |
| Pennantpark Invt Corp |
Opened
1,000
|
$7,550,000 | 0.00% |
| Vertex Pharmaceuticals, Inc. |
Opened
16
|
$7,384,000 | 0.00% |
| East West Bancorp, Inc. |
Opened
100
|
$7,323,000 | 0.00% |
| Spectrum Brands Hldgs Inc Ne |
Opened
85
|
$7,304,000 | 0.00% |
| Goldman Sachs Etf Tr |
Opened
221
|
$7,222,000 | 0.00% |
| Bio-Techne Corp |
Opened
100
|
$7,181,000 | 0.00% |
| Maravai Lifesciences Hldgs I |
Opened
1,000
|
$7,160,000 | 0.00% |
| Sysco Corp. |
Opened
100
|
$7,139,000 | 0.00% |
| Occidental Pete Corp |
Opened
113
|
$7,112,000 | 0.00% |
| Heritage Insurance Holdings Inc. |
Opened
1,000
|
$7,080,000 | 0.00% |
| Upstart Holdings, Inc. |
Opened
300
|
$7,077,000 | 0.00% |
| DigitalOcean Holdings, Inc. |
Opened
200
|
$6,950,000 | 0.00% |
| Cognizant Technology Solutio |
Opened
101
|
$6,838,000 | 0.00% |
| Comfort Sys Usa Inc |
Opened
22
|
$6,812,000 | 0.00% |
| Mckesson Corporation |
Opened
12
|
$6,717,000 | 0.00% |
| Interactive Brokers Group In |
Opened
54
|
$6,620,000 | 0.00% |
| DoorDash Inc |
Opened
60
|
$6,527,000 | 0.00% |
| Vontier Corporation |
Opened
168
|
$6,433,000 | 0.00% |
| IAC Inc |
Opened
137
|
$6,418,000 | 0.00% |
| Icici Bank Limited |
Opened
212
|
$6,107,000 | 0.00% |
| Vitesse Energy Inc |
Opened
256
|
$6,067,000 | 0.00% |
| Tyler Technologies, Inc. |
Opened
12
|
$6,033,000 | 0.00% |
| Snap Inc |
Opened
350
|
$5,814,000 | 0.00% |
| Icahn Enterprises Lp |
Opened
350
|
$5,768,000 | 0.00% |
| Green Brick Partners, Inc. |
Opened
100
|
$5,724,000 | 0.00% |
| Starwood Ppty Tr Inc |
Opened
300
|
$5,682,000 | 0.00% |
| Honeywell International Inc |
Opened
26
|
$5,552,000 | 0.00% |
| Fidelity National Financial Inc |
Opened
109
|
$5,386,000 | 0.00% |
| Grayscale Bitcoin Tr Btc |
Opened
100
|
$5,324,000 | 0.00% |
| Motorola Solutions Inc |
Opened
14
|
$5,232,000 | 0.00% |
| Owens Corning |
Opened
30
|
$5,212,000 | 0.00% |
| Cummins Inc. |
Opened
19
|
$5,194,000 | 0.00% |
| Dream Finders Homes, Inc. |
Opened
200
|
$5,164,000 | 0.00% |
| Applovin Corp |
Opened
60
|
$4,993,000 | 0.00% |
| Restaurant Brands International Inc |
Opened
71
|
$4,970,000 | 0.00% |
| Ftai Infrastructure Inc |
Opened
567
|
$4,891,000 | 0.00% |
| Booking Holdings Inc |
Opened
1
|
$4,855,000 | 0.00% |
| Sl Green Rlty Corp |
Opened
82
|
$4,644,000 | 0.00% |
| Crowdstrike Holdings Inc |
Opened
12
|
$4,598,000 | 0.00% |
| Caseys Gen Stores Inc |
Opened
12
|
$4,579,000 | 0.00% |
| Biglari Holdings Inc. |
Opened
5
|
$4,563,000 | 0.00% |
| Wix.com Ltd |
Opened
27
|
$4,363,000 | 0.00% |
| Illumina Inc |
Opened
41
|
$4,280,000 | 0.00% |
| Marvell Technology Inc |
Opened
60
|
$4,194,000 | 0.00% |
| Cencora Inc. |
Opened
18
|
$4,102,000 | 0.00% |
| Rivian Automotive, Inc. |
Opened
300
|
$4,026,000 | 0.00% |
| Ishares Gold Tr |
Opened
91
|
$3,998,000 | 0.00% |
| Hess Corporation |
Opened
27
|
$3,949,000 | 0.00% |
| Maxcyte Inc |
Opened
1,000
|
$3,920,000 | 0.00% |
| Baker Hughes Company |
Opened
111
|
$3,904,000 | 0.00% |
| Valneva Se |
Opened
550
|
$3,856,000 | 0.00% |
| Brookfield Real Assets Incom |
Opened
300
|
$3,828,000 | 0.00% |
| Chemed Corp. |
Opened
7
|
$3,778,000 | 0.00% |
| Wells Fargo Co New |
Opened
64
|
$3,775,000 | 0.00% |
| Emcor Group, Inc. |
Opened
10
|
$3,756,000 | 0.00% |
| M T Bk Corp |
Opened
24
|
$3,696,000 | 0.00% |
| Siriuspoint Ltd |
Opened
300
|
$3,660,000 | 0.00% |
| Sea Ltd |
Opened
50
|
$3,571,000 | 0.00% |
| Southern Copper Corporation |
Opened
33
|
$3,555,000 | 0.00% |
| Rockwell Automation Inc |
Opened
13
|
$3,441,000 | 0.00% |
| Argenx Se |
Opened
8
|
$3,440,000 | 0.00% |
| Service Corp Intl |
Opened
47
|
$3,343,000 | 0.00% |
| No transactions found in first 500 rows out of 663 | |||
| Showing first 500 out of 663 holdings | |||
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