Fund Holdings

USA FINANCIAL FORMULAS

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
iShares Core S&P 50030,886118,728+87,84219,177,11779,464,65014.00%+60,287,533
iShares S&P 500 Growth ETF573,100547,462-25,63863,098,31066,089,61311.64%+2,991,303
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie025,815+25,81502,862,8840.50%+2,862,884
Warner Bros. Discovery Inc - Ordinary Shares - Class A(WBD)0142,671+142,67102,786,3650.49%+2,786,365
Idexx Laboratories, Inc.(IDXX)03,727+3,72702,381,1430.42%+2,381,143
Invesco QQQ Trust ETF114,628108,717-5,91163,233,39065,270,42511.50%+2,037,035
Electronic Arts, Inc.(EA)09,696+9,69601,955,6830.34%+1,955,683
Bank Of New York Mellon Corp14816,179+16,03113,4841,762,8640.31%+1,749,380
Intuit Inc(INTU)02,452+2,45201,674,4950.30%+1,674,495
Costar Group, Inc.(CSGP)018,757+18,75701,582,5280.28%+1,582,528
Citigroup Inc(C)012,616+12,61601,280,5240.23%+1,280,524
JPMorgan Chase & Co.(JPM)03,857+3,85701,216,6140.21%+1,216,614
Western Digital Corp.(WDC)09,255+9,25501,111,1550.20%+1,111,155
Goldman Sachs Group, Inc.(GS)01,273+1,27301,013,7540.18%+1,013,754
Corning, Inc.(GLW)012,299+12,29901,008,8870.18%+1,008,887
Nasdaq Inc - Ordinary Shares - 144A(NDAQ)010,665+10,6650943,3190.17%+943,319
Amphenol Corp. - Ordinary Shares - Class A07,442+7,4420920,9480.16%+920,948
Aptiv PLC(APTV)010,407+10,4070897,2920.16%+897,292
Newmont Corp(NEM)010,628+10,6280896,0470.16%+896,047
Invesco Capital Management LLC - Invesco Aerospace & Defense ETF05,551+5,5510862,9030.15%+862,903
Allegion plc(ALLE)04,759+4,7590844,0090.15%+844,009
Vanguard FTSE All-World ex-US ETF2,26213,909+11,647152,052992,6850.17%+840,633
Vanguard FTSE All-World Ex-US Small Capital Index1,1466,845+5,699154,011975,7550.17%+821,744
C.H. Robinson Worldwide, Inc.(CHRW)05,994+5,9940793,6060.14%+793,606
State Street Corp.(STT)06,649+6,6490771,3500.14%+771,350
Dollar Tree Inc(DLTR)08,156+8,1560769,6820.14%+769,682
Dollar General Corp.(DG)07,416+7,4160766,4440.14%+766,444
Jabil Inc(JBL)03,527+3,5270765,9590.13%+765,959
BorgWarner Inc017,358+17,3580763,0580.13%+763,058
Ulta Beauty Inc(ULTA)01,366+1,3660746,8610.13%+746,861
iShares Russell 2000 ETF162,997+2,9813,453725,1540.13%+721,701
Northrop Grumman Corp.(NOC)01,171+1,1710713,5140.13%+713,514
CIENA Corp.(CIEN)04,497+4,4970655,0780.12%+655,078
Royal Caribbean Group02,017+2,0170652,6610.11%+652,661
Johnson & Johnson(JNJ)1,7094,741+3,032261,050879,0760.15%+618,026
L3Harris Technologies Inc(LHX)02,003+2,0030611,7360.11%+611,736
TE Connectivity Ltd - Registered Shares(TEL)02,760+2,7600605,9030.11%+605,903
Morgan Stanley(MS)03,797+3,7970603,5710.11%+603,571
Cencora Inc.01,892+1,8920591,3070.10%+591,307
Rockwell Automation Inc(ROK)01,594+1,5940557,1510.10%+557,151
Carnival Corp. - Ordinary Shares (Paired Stock)019,251+19,2510556,5460.10%+556,546
Live Nation Entertainment Inc(LYV)03,392+3,3920554,2530.10%+554,253
CBRE Group Inc - Ordinary Shares - Class A(CBRE)03,517+3,5170554,1390.10%+554,139
Resmed Inc.(RMD)02,022+2,0220553,4820.10%+553,482
EBay Inc.(EBAY)1745,503+5,32912,956500,4980.09%+487,542
Bank Of America Corp.2938,862+8,56913,865457,1910.08%+443,326
Xcel Energy, Inc.(XEL)03,625+3,6250292,3560.05%+292,356
Energy Select Sector SPDR03,260+3,2600291,2480.05%+291,248
Materials Select Sector SPDR03,247+3,2470290,9960.05%+290,996
Vanguard Real Estate Index Fund ETF03,164+3,1640289,2530.05%+289,253
AngloGold Ashanti Plc.(AU)04,014+4,0140282,3050.05%+282,305
Halozyme Therapeutics Inc.(HALO)03,632+3,6320266,3710.05%+266,371
Woodward Inc(WWD)01,030+1,0300260,2910.05%+260,291
National Fuel Gas Co.(NFG)02,745+2,7450253,5560.04%+253,556
Lumentum Holdings Inc(LITE)01,551+1,5510252,3630.04%+252,363
Portland General Electric Co(POR)1,9357,492+5,55778,619329,6480.06%+251,029
McDonald`s Corp(MCD)0812+8120246,7590.04%+246,759
Somnigroup Intl Inc(SGI)02,874+2,8740242,3640.04%+242,364
APi Group Corporation(APG)06,868+6,8680236,0530.04%+236,053
Millicom International Cellular S.A.8035,374+4,57130,088260,8540.05%+230,766
Royalty Pharma plc - Ordinary Shares - Class A(RPRX)8937,321+6,42832,175258,2850.05%+226,110
Roku Inc - Ordinary Shares - Class A(ROKU)02,127+2,1270212,9770.04%+212,977
Five Below Inc(FIVE)01,350+1,3500208,8450.04%+208,845
Elanco Animal Health Inc(ELAN)010,088+10,0880203,1720.04%+203,172
CSX Corp.(CSX)05,463+5,4630193,9910.03%+193,991
Sysco Corp.(SYY)02,349+2,3490193,4170.03%+193,417
Curtiss-Wright Corp.(CW)0346+3460187,8570.03%+187,857
Host Hotels & Resorts Inc(HST)010,862+10,8620184,8710.03%+184,871
ADT Inc(ADT)020,938+20,9380182,3700.03%+182,370
Affiliated Managers Group Inc.0748+7480178,3460.03%+178,346
Linde Plc.(LIN)572936+364268,371444,6000.08%+176,229
Mr. Cooper Group Inc8831,460+577131,752307,7530.05%+176,001
Armstrong World Industries Inc.(AWI)0891+8910174,6450.03%+174,645
Molson Coors Beverage Company - Ordinary Shares - Class B(TAP)03,798+3,7980171,8600.03%+171,860
RB Global Inc(RBA)01,555+1,5550168,5000.03%+168,500
Tyson Foods, Inc. - Ordinary Shares - Class A(TSN)03,034+3,0340164,7460.03%+164,746
Transdigm Group Incorporated(TDG)0122+1220160,7980.03%+160,798
West Pharmaceutical Services, Inc.(WST)0588+5880154,2500.03%+154,250
OSI ETF Trust - OwShares U.S. Quality Dividend ETF9,93412,105+2,171536,138684,4170.12%+148,279
TTM Technologies Inc(TTMI)02,445+2,4450140,8320.02%+140,832
Astronics Corp.03,047+3,0470138,9740.02%+138,974
BlackRock Institutional Trust Company N.A. - BTC iShares Latin America04,679+4,6790135,1760.02%+135,176
SSR Mining Inc(SSRM)05,451+5,4510133,1130.02%+133,113
OptimizeRx Corp06,409+6,4090131,3850.02%+131,385
Interdigital Inc(IDCC)0371+3710128,0800.02%+128,080
Evergy Inc(EVRG)10,49911,139+640723,696846,7870.15%+123,091
FirstCash Holdings Inc(FCFS)0725+7250114,8550.02%+114,855
Trimas Corporation(TRS)02,876+2,8760111,1290.02%+111,129
Centerpoint Energy Inc.(CNP)24,52526,069+1,544901,0491,011,4770.18%+110,428
Coeur Mining Inc(CDE)05,882+5,8820110,3460.02%+110,346
Allient Inc02,437+2,4370109,0560.02%+109,056
Rollins, Inc.(ROL)11,43112,832+1,401644,937753,7520.13%+108,815
Aurinia Pharmaceuticals Inc(AUPH)09,662+9,6620106,7650.02%+106,765
Bank First Corp(BFC)0851+8510103,2350.02%+103,235
Coastal Financial Corp(CCB)0944+9440102,1120.02%+102,112
Progyny Inc04,670+4,6700100,4980.02%+100,498
Oge Energy Corp.(OGE)02,166+2,1660100,2210.02%+100,221
Tutor Perini Corp(TPC)01,372+1,372089,9890.02%+89,989
Build A Bear Workshop Inc01,315+1,315085,7510.02%+85,751
Kratos Defense & Security Solutions Inc(KTOS)1,4351,660+22566,656151,6740.03%+85,018
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