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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ORLY |
O Reilly Automotive Inc |
30 |
New |
$1,006.23 |
$9,379,000 |
9,872 |
0.14% |
9,379,000 |
9,872 |
0.014 |
Auto Parts Stores |
|
|
FB |
Meta Platforms Inc |
37 |
New |
$441.68 |
$1,797,000 |
5,077 |
0.03% |
1,797,000 |
5,077 |
0 |
Internet Service Prov... |
|
|
KLD |
iShares KLD Select Social I... |
40 |
New |
$104.92 |
$798,000 |
7,940 |
0.01% |
798,000 |
7,940 |
0.009 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
42 |
New |
$173.03 |
$568,000 |
2,952 |
0.01% |
568,000 |
2,952 |
0 |
Personal Computers |
|
|
ABT |
Abbott Laboratories |
44 |
New |
$105.92 |
$396,000 |
3,600 |
0.01% |
396,000 |
3,600 |
0 |
Drug Manufacturers - ... |
|
|
PANW |
Palo Alto Networks Inc |
45 |
New |
$295.32 |
$111,000 |
377 |
0% |
111,000 |
377 |
0 |
Networking & Communic... |
|
|
AMD |
Advanced Micro Devices Inc |
46 |
New |
$146.16 |
$98,000 |
664 |
0% |
98,000 |
664 |
0 |
Semiconductor- Broad... |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
47 |
New |
$303.54 |
$87,000 |
342 |
0% |
87,000 |
342 |
0 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
48 |
New |
$372.63 |
$84,000 |
249 |
0% |
84,000 |
249 |
0 |
Medical Appliances & ... |
|
|
NFLX |
Netflix Inc |
49 |
New |
$565.15 |
$82,000 |
168 |
0% |
82,000 |
168 |
0 |
Music & Video Stores |
|
|
WDAY |
Workday, Inc. |
50 |
New |
$250.85 |
$80,000 |
288 |
0% |
80,000 |
288 |
0 |
Application Software |
|
|
CRM |
Salesforce.com Inc |
52 |
New |
$272.13 |
$79,000 |
299 |
0% |
79,000 |
299 |
0 |
Internet Software & S... |
|
|
NOW |
Servicenow, Inc. |
51 |
New |
$695.72 |
$79,000 |
112 |
0% |
79,000 |
112 |
0 |
Information Technolog... |
|
|
DDOG |
Datadog, Inc. |
53 |
New |
$0.00 |
$78,000 |
646 |
0% |
78,000 |
646 |
0 |
N/A |
|
|
SNPS |
Synopsys Inc |
54 |
New |
$523.38 |
$73,000 |
142 |
0% |
73,000 |
142 |
0 |
Technical & System So... |
|
|
DHR |
Danaher Corp |
55 |
New |
$246.84 |
$71,000 |
305 |
0% |
71,000 |
305 |
0 |
General Building Mate... |
|
|
MMC |
Marsh & McLennan Companies Inc |
56 |
New |
$199.36 |
$70,000 |
372 |
0% |
70,000 |
372 |
0 |
Insurance Brokers |
|
|
CDNS |
Cadence Design Systems Inc |
57 |
New |
$276.44 |
$69,000 |
254 |
0% |
69,000 |
254 |
0 |
Technical & System So... |
|
|
AVGO |
Broadcom Limited |
58 |
New |
$1,238.57 |
$64,000 |
57 |
0% |
64,000 |
57 |
0 |
Semiconductor- Broad... |
|
|
MDB |
Mongodb Inc |
60 |
New |
$363.17 |
$61,000 |
148 |
0% |
61,000 |
148 |
0 |
N/A |
|
|
SNOW |
Snowflake Inc. |
61 |
New |
$157.77 |
$60,000 |
304 |
0% |
60,000 |
304 |
0 |
N/A |
|
|
ZTS |
Zoetis Inc. |
63 |
New |
$167.23 |
$56,000 |
282 |
0% |
56,000 |
282 |
0 |
Drugs - Generic |
|
|
ARM |
Arm Holdings American Depos... |
64 |
New |
$98.00 |
$50,000 |
670 |
0% |
50,000 |
670 |
0 |
N/A |
|
|
NVO |
Novo Nordisk A/S (ADR) |
66 |
New |
$124.02 |
$47,000 |
452 |
0% |
47,000 |
452 |
0 |
Drug Manufacturers - ... |
|
|
LLY |
Eli Lilly & Co |
65 |
New |
$755.91 |
$47,000 |
81 |
0% |
47,000 |
81 |
0 |
Drug Manufacturers - ... |
|
|
BKNG |
Booking Holdings Inc |
67 |
New |
$3,472.91 |
$46,000 |
13 |
0% |
46,000 |
13 |
0 |
Internet Software & S... |
|
|
UBER |
Uber Technologies, Inc |
68 |
New |
$68.57 |
$46,000 |
748 |
0% |
46,000 |
748 |
0 |
N/A |
|
|
ORCL |
Oracle Corp |
69 |
New |
$114.96 |
$46,000 |
438 |
0% |
46,000 |
438 |
0 |
Application Software |
|
|
CTAS |
Cintas Corp |
71 |
New |
$662.29 |
$40,000 |
66 |
0% |
40,000 |
66 |
0 |
Business Services |
|
|
WM |
Waste Management Inc |
72 |
New |
$207.16 |
$38,000 |
211 |
0% |
38,000 |
211 |
0 |
Waste Management |
|
|
ECL |
Ecolab Inc |
77 |
New |
$226.76 |
$37,000 |
189 |
0% |
37,000 |
189 |
0 |
Cleaning Products |
|
|
LVMUY |
LVMH Moet Hennessy Louis Vu... |
74 |
New |
$164.94 |
$37,000 |
227 |
0% |
37,000 |
227 |
0 |
Textile - Apparel Clo... |
|
|
AMAT |
Applied Materials Inc |
75 |
New |
$197.91 |
$37,000 |
229 |
0% |
37,000 |
229 |
0 |
Semiconductor Equipme... |
|
|
FICO |
Fair Isaac Corp |
73 |
New |
$1,165.35 |
$37,000 |
32 |
0% |
37,000 |
32 |
0 |
Business Services |
|
|
AJG |
Arthur J Gallagher & Co |
76 |
New |
$238.54 |
$37,000 |
165 |
0% |
37,000 |
165 |
0 |
Insurance Brokers |
|
|
LRLCY |
Loreal Co. (ADR) |
78 |
New |
$93.70 |
$37,000 |
376 |
0% |
37,000 |
376 |
0 |
Personal Products |
|
|
COST |
Costco Wholesale Corp |
79 |
New |
$732.44 |
$36,000 |
55 |
0% |
36,000 |
55 |
0 |
Discount, Variety Stores |
|
|
MELI |
Mercadolibre Inc |
80 |
New |
$1,505.99 |
$36,000 |
23 |
0% |
36,000 |
23 |
0 |
Business Services |
|
|
SYK |
Stryker Corp |
81 |
New |
$326.63 |
$34,000 |
112 |
0% |
34,000 |
112 |
0 |
Medical Instruments &... |
|
|
ANSS |
ANSYS Inc |
82 |
New |
$314.53 |
$34,000 |
93 |
0% |
34,000 |
93 |
0 |
Technical & System So... |
|
|
IDXX |
Idexx Laboratories Inc |
84 |
New |
$475.82 |
$33,000 |
60 |
0% |
33,000 |
60 |
0 |
Diagnostic Substances |
|
|
VRSK |
Verisk Analytics, Inc. |
83 |
New |
$233.76 |
$33,000 |
138 |
0% |
33,000 |
138 |
0 |
Business Services |
|
|
IT |
Gartner Inc |
85 |
New |
$419.04 |
$32,000 |
72 |
0% |
32,000 |
72 |
0 |
Management Services |
|
|
APO |
Apollo Global Management LLC |
86 |
New |
$112.07 |
$31,000 |
334 |
0% |
31,000 |
334 |
0.001 |
Diversified Investments |
|
|
HESAY |
Hermes International SCA |
87 |
New |
$241.05 |
$31,000 |
148 |
0% |
31,000 |
148 |
0 |
N/A |
|
|
VEEV |
Veeva Systems Inc |
90 |
New |
$201.43 |
$29,000 |
152 |
0% |
29,000 |
152 |
0 |
Healthcare Informatio... |
|
|
DT |
Dynatrace, Inc. |
91 |
New |
$0.00 |
$28,000 |
505 |
0% |
28,000 |
505 |
0 |
N/A |
|
|
TOELY |
Tokyo Electron Ltd |
95 |
New |
$114.26 |
$28,000 |
316 |
0% |
28,000 |
316 |
0 |
Semiconductor Equipme... |
|
|
KLAC |
KLA-Tencor Corp |
97 |
New |
$682.05 |
$28,000 |
49 |
0% |
28,000 |
49 |
0 |
Semiconductor Equipme... |
|
|
EW |
Edwards Lifesciences Corp |
94 |
New |
$28.90 |
$28,000 |
371 |
0% |
28,000 |
371 |
0 |
Medical Appliances & ... |
|
|
LRCX |
Lam Research Corp |
96 |
New |
$883.68 |
$28,000 |
36 |
0% |
28,000 |
36 |
0 |
Semiconductor Equipme... |
|
|
SHOP |
Shopify Inc |
93 |
New |
$72.00 |
$28,000 |
357 |
0% |
28,000 |
357 |
0 |
N/A |
|
|
DXCM |
DexCom Inc |
92 |
New |
$126.65 |
$28,000 |
226 |
0% |
28,000 |
226 |
0 |
Medical Instruments &... |
|
|
SBUX |
Starbucks Corp |
98 |
New |
$74.93 |
$27,000 |
285 |
0% |
27,000 |
285 |
0 |
Specialty Eateries |
|
|
MSCI |
Msci Inc |
100 |
New |
$467.70 |
$24,000 |
42 |
0% |
24,000 |
42 |
0 |
Business Services |
|
|
SYY |
SYSCO Corp |
102 |
New |
$74.25 |
$23,000 |
317 |
0% |
23,000 |
317 |
0 |
Food Wholesale |
|
|
PAYX |
Paychex Inc |
104 |
New |
$118.45 |
$22,000 |
181 |
0% |
22,000 |
181 |
0 |
Staffing & Outsourcin... |
|
|
ABNB |
Airbnb, Inc. |
103 |
New |
$158.33 |
$22,000 |
158 |
0% |
22,000 |
158 |
0 |
N/A |
|
|
YUM |
YUM! Brands Inc |
106 |
New |
$135.07 |
$19,000 |
143 |
0% |
19,000 |
143 |
0 |
Restaurants |
|
|
SPGI |
S&P Global Inc |
105 |
New |
$416.96 |
$19,000 |
42 |
0% |
19,000 |
42 |
0 |
Publishing |
|
|
MCO |
Moodys Corp |
107 |
New |
$376.40 |
$19,000 |
48 |
0% |
19,000 |
48 |
0 |
Business Services |
|
|
RCRUY |
Recruit Holdings 5 Unsponso... |
108 |
New |
$8.81 |
$19,000 |
2,300 |
0% |
19,000 |
2,300 |
0 |
N/A |
|
|
HEI |
Heico Corp |
111 |
New |
$210.04 |
$18,000 |
101 |
0% |
18,000 |
101 |
0 |
Aerospace/Defense Pro... |
|
|
PLTR |
Palantir Technologies Inc |
112 |
New |
$22.55 |
$18,000 |
1,037 |
0% |
18,000 |
1,037 |
0 |
N/A |
|
|
ZS |
Zscaler Inc |
110 |
New |
$176.37 |
$18,000 |
83 |
0% |
18,000 |
83 |
0 |
N/A |
|
|
RACE |
Ferrari NV |
109 |
New |
$0.00 |
$18,000 |
54 |
0% |
18,000 |
54 |
0 |
N/A |
|
|
BRO |
Brown & Brown Inc |
116 |
New |
$82.85 |
$14,000 |
196 |
0% |
14,000 |
196 |
0 |
Insurance Brokers |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
119 |
New |
$397.33 |
$14,000 |
29 |
0% |
14,000 |
29 |
0 |
Personal Services |
|
|
MAR |
Marriott International Inc |
121 |
New |
$235.56 |
$14,000 |
63 |
0% |
14,000 |
63 |
0 |
Lodging |
|
|
ADYEY |
Adyen N V Unsponsred Ads |
118 |
New |
$0.00 |
$14,000 |
1,078 |
0% |
14,000 |
1,078 |
0 |
N/A |
|
|
MBLY |
Mobileye Global Inc. |
120 |
New |
$30.50 |
$14,000 |
331 |
0% |
14,000 |
331 |
0 |
N/A |
|
|
ASMI |
ASM International NV |
115 |
New |
$628.01 |
$14,000 |
27 |
0% |
14,000 |
27 |
0.001 |
Semiconductor Equipme... |
|
|
EL |
Estee Lauder Companies Inc |
117 |
New |
$147.36 |
$14,000 |
94 |
0% |
14,000 |
94 |
0 |
Personal Products |
|
|
CPNG |
Coupang, Inc. |
124 |
New |
$0.00 |
$9,000 |
565 |
0% |
9,000 |
565 |
0 |
N/A |
|
|
PINS |
Pinterest, Inc. |
126 |
New |
$40.50 |
$9,000 |
245 |
0% |
9,000 |
245 |
0 |
N/A |
|
|
HLT |
Hilton Worldwide Holdings Inc. |
125 |
New |
$197.53 |
$9,000 |
52 |
0% |
9,000 |
52 |
0 |
Lodging |
|
