Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VULCAN MATERIALS(VMC) | 0 | 21,090 | +21,090 | 0 | 6,222 | 1.43% | +6,222 |
| ARCHER-DANIELS | 0 | 69,830 | +69,830 | 0 | 5,335 | 1.23% | +5,335 |
| ALKERMES PLC(ALKS) | 0 | 95,741 | +95,741 | 0 | 5,016 | 1.16% | +5,016 |
| ULTRA CLEAN HOLD(UCTT) | 0 | 30,113 | +30,113 | 0 | 4,294 | 0.99% | +4,294 |
| SIMMONS FIRST -A(SFNC) | 0 | 186,258 | +186,258 | 0 | 4,219 | 0.97% | +4,219 |
| ALLEGIANT TRAVEL(ALGT) | 0 | 35,698 | +35,698 | 0 | 4,198 | 0.97% | +4,198 |
| MIRUM PHARMACEUT(MIRM) | 0 | 35,826 | +35,826 | 0 | 4,194 | 0.97% | +4,194 |
| POLARIS INC(PII) | 0 | 61,171 | +61,171 | 0 | 4,187 | 0.96% | +4,187 |
| TUTOR PERINI COR(TPC) | 0 | 49,716 | +49,716 | 0 | 4,125 | 0.95% | +4,125 |
| CALIFORNIA RESOU(CRC) | 0 | 76,525 | +76,525 | 0 | 4,046 | 0.93% | +4,046 |
| TTM TECHNOLOGIES(TTMI) | 0 | 21,401 | +21,401 | 0 | 4,002 | 0.92% | +4,002 |
| CHEMOURS CO(CC) | 0 | 193,906 | +193,906 | 0 | 3,979 | 0.92% | +3,979 |
| LAM RESEARCH(LRCX) | 0 | 10,905 | +10,905 | 0 | 4,725 | 1.09% | +4,725 |
| INTL PAPER CO(IP) | 0 | 110,684 | +110,684 | 0 | 4,217 | 0.97% | +4,217 |
| LYFT INC-A(LYFT) | 0 | 289,884 | +289,884 | 0 | 4,235 | 0.98% | +4,235 |
| CNH INDUSTRIAL N SHS | 0 | 327,710 | +327,710 | 0 | 3,680 | 0.85% | +3,680 |
| META PLATFORMS-A(META) | 0 | 6,180 | +6,180 | 0 | 3,481 | 0.80% | +3,481 |
| PFIZER INC(PFE) | 0 | 144,562 | +144,562 | 0 | 3,481 | 0.80% | +3,481 |
| KNIGHT-SWIFT TRA(KNX) | 0 | 44,067 | +44,067 | 0 | 3,431 | 0.79% | +3,431 |
| ELEVANCE HEALTH(ELV) | 0 | 10,922 | +10,922 | 0 | 4,224 | 0.97% | +4,224 |
| SERVICENOW INC(NOW) | 0 | 33,593 | +33,593 | 0 | 3,335 | 0.77% | +3,335 |
| DNOW INC(DNOW) | 0 | 256,041 | +256,041 | 0 | 3,321 | 0.77% | +3,321 |
| GE HEALTHCARE TE(GEHC) | 0 | 47,310 | +47,310 | 0 | 3,028 | 0.70% | +3,028 |
| BOYD GAMING CORP(BYD) | 11,574 | 44,611 | +33,037 | 951 | 3,940 | 0.91% | +2,989 |
| WISDOMTREE INC(WT) | 0 | 171,295 | +171,295 | 0 | 2,902 | 0.67% | +2,902 |
| COEUR MINING INC(CDE) | 0 | 169,422 | +169,422 | 0 | 2,765 | 0.64% | +2,765 |
| AXT INC(AXTI) | 0 | 45,499 | +45,499 | 0 | 3,280 | 0.76% | +3,280 |
| BRIGHT HORIZONS(BFAM) | 0 | 37,243 | +37,243 | 0 | 2,640 | 0.61% | +2,640 |
| AMERICAN INTERNA | 20,677 | 56,284 | +35,607 | 1,556 | 4,195 | 0.97% | +2,639 |
| DARDEN RESTAURAN(DRI) | 0 | 12,272 | +12,272 | 0 | 2,528 | 0.58% | +2,528 |
| EXPEDIA GROUP IN(EXPE) | 0 | 9,861 | +9,861 | 0 | 2,523 | 0.58% | +2,523 |
| TAYLOR MORRISON(TMHC) | 0 | 35,137 | +35,137 | 0 | 2,521 | 0.58% | +2,521 |
| BAXTER INTL INC | 0 | 120,336 | +120,336 | 0 | 2,566 | 0.59% | +2,566 |
| ENERGY FUELS INC(UUUU) | 0 | 173,148 | +173,148 | 0 | 2,511 | 0.58% | +2,511 |
| SALESFORCE INC(CRM) | 0 | 15,991 | +15,991 | 0 | 2,505 | 0.58% | +2,505 |
| AXSOME THERAPEUT(AXSM) | 0 | 10,195 | +10,195 | 0 | 2,495 | 0.57% | +2,495 |
| MERITAGE HOMES C(MTH) | 0 | 29,069 | +29,069 | 0 | 2,437 | 0.56% | +2,437 |
| BOOKING HOLDINGS(BKNG) | 0 | 13,619 | +13,619 | 0 | 2,427 | 0.56% | +2,427 |
| ASHLAND INC(ASH) | 0 | 36,795 | +36,795 | 0 | 2,424 | 0.56% | +2,424 |
| KARMAN HOLDINGS(KRMN) | 0 | 53,010 | +53,010 | 0 | 2,646 | 0.61% | +2,646 |
| ONTO INNOVATION(ONTO) | 0 | 6,846 | +6,846 | 0 | 2,591 | 0.60% | +2,591 |
| TAKE-TWO INTERAC(TTWO) | 0 | 8,863 | +8,863 | 0 | 2,216 | 0.51% | +2,216 |
| WOODWARD INC(WWD) | 0 | 4,999 | +4,999 | 0 | 2,127 | 0.49% | +2,127 |
| CVB FINANCIAL(CVBF) | 0 | 110,959 | +110,959 | 0 | 2,502 | 0.58% | +2,502 |
| GENERAL MILLS IN(GIS) | 0 | 58,526 | +58,526 | 0 | 2,037 | 0.47% | +2,037 |
| BOOZ ALLEN HAMIL | 0 | 33,213 | +33,213 | 0 | 2,015 | 0.46% | +2,015 |
| FASTENAL CO(FAST) | 0 | 40,322 | +40,322 | 0 | 1,937 | 0.45% | +1,937 |
| GRANITE CONSTR(GVA) | 0 | 12,117 | +12,117 | 0 | 1,915 | 0.44% | +1,915 |
| WILEY JOHN&SON-A(WLY) | 0 | 39,182 | +39,182 | 0 | 1,901 | 0.44% | +1,901 |
| ALLSTATE CORP(ALL) | 0 | 7,969 | +7,969 | 0 | 1,896 | 0.44% | +1,896 |
| AGCO CORP | 20,070 | 35,088 | +15,018 | 2,326 | 4,200 | 0.97% | +1,875 |
| MARVELL TECHNOLO(MRVL) | 0 | 8,904 | +8,904 | 0 | 2,652 | 0.61% | +2,652 |
| BROADCOM INC(AVGO) | 0 | 5,984 | +5,984 | 0 | 2,260 | 0.52% | +2,260 |
| CONSTELLATION-A(STZ) | 0 | 13,144 | +13,144 | 0 | 1,828 | 0.42% | +1,828 |
| ARTHUR J GALLAGH(AJG) | 0 | 7,957 | +7,957 | 0 | 1,827 | 0.42% | +1,827 |
| EURONET WORLDWID(EEFT) | 0 | 24,743 | +24,743 | 0 | 1,811 | 0.42% | +1,811 |
| TKO GROUP HOLDIN(TKO) | 0 | 8,923 | +8,923 | 0 | 1,796 | 0.41% | +1,796 |
| CALLAWAY GOLF CO(CALY) | 0 | 145,010 | +145,010 | 0 | 2,725 | 0.63% | +2,725 |
| ACADIA HEALTHCAR(ACHC) | 0 | 60,405 | +60,405 | 0 | 1,784 | 0.41% | +1,784 |
| T-MOBILE US INC(TMUS) | 0 | 10,506 | +10,506 | 0 | 1,762 | 0.41% | +1,762 |
| ALCOA CORP(AA) | 0 | 40,964 | +40,964 | 0 | 2,136 | 0.49% | +2,136 |
| BROOKFIELD RENEW(BEPC) | 0 | 46,977 | +46,977 | 0 | 1,744 | 0.40% | +1,744 |
| KRATOS DEFENSE &(KTOS) | 0 | 34,672 | +34,672 | 0 | 1,729 | 0.40% | +1,729 |
| IMMUNOME INC(IMNM) | 0 | 80,876 | +80,876 | 0 | 1,714 | 0.39% | +1,714 |
| ILLUMINA INC(ILMN) | 0 | 9,690 | +9,690 | 0 | 1,704 | 0.39% | +1,704 |
| PRINCIPAL FINL(PFG) | 0 | 15,807 | +15,807 | 0 | 1,704 | 0.39% | +1,704 |
| HALLIBURTON CO(HAL) | 0 | 67,756 | +67,756 | 0 | 2,300 | 0.53% | +2,300 |
| MIRION TECHNOLOG(MIR) | 0 | 139,867 | +139,867 | 0 | 2,508 | 0.58% | +2,508 |
| AFFIRM HOLDINGS(AFRM) | 0 | 27,755 | +27,755 | 0 | 2,263 | 0.52% | +2,263 |
| ABBOTT LABS | 0 | 18,276 | +18,276 | 0 | 1,658 | 0.38% | +1,658 |
| VERA THERAPEUTIC(VERA) | 0 | 48,937 | +48,937 | 0 | 2,100 | 0.48% | +2,100 |
| DR HORTON INC(DHI) | 0 | 9,838 | +9,838 | 0 | 1,602 | 0.37% | +1,602 |
| BRISTOL-MYER SQB(BMY) | 25,660 | 54,404 | +28,744 | 1,556 | 3,135 | 0.72% | +1,578 |
| URANIUM ENERGY(UEC) | 0 | 147,948 | +147,948 | 0 | 1,577 | 0.36% | +1,577 |
| BAKER HUGHES CO(BKR) | 0 | 28,180 | +28,180 | 0 | 1,564 | 0.36% | +1,564 |
| PALANTIR TECHN-A(PLTR) | 0 | 42,493 | +42,493 | 0 | 4,958 | 1.14% | +4,958 |
| TREX CO INC(TREX) | 0 | 29,946 | +29,946 | 0 | 1,498 | 0.35% | +1,498 |
| ECHOSTAR CORP-A(ECHO) | 0 | 14,243 | +14,243 | 0 | 1,446 | 0.33% | +1,446 |
| UNITY SOFTWARE I(U) | 0 | 56,802 | +56,802 | 0 | 1,623 | 0.37% | +1,623 |
| BGC GROUP INC-A | 0 | 135,100 | +135,100 | 0 | 1,444 | 0.33% | +1,444 |
| VIASAT INC(VSAT) | 0 | 20,785 | +20,785 | 0 | 1,867 | 0.43% | +1,867 |
| BURLINGTON STORE(BURL) | 0 | 4,480 | +4,480 | 0 | 1,419 | 0.33% | +1,419 |
| DRAFTKINGS INC(DKNG) | 0 | 56,038 | +56,038 | 0 | 1,416 | 0.33% | +1,416 |
| KROGER CO(KR) | 0 | 24,833 | +24,833 | 0 | 1,379 | 0.32% | +1,379 |
| RTX CORP(RTX) | 7,178 | 14,389 | +7,211 | 1,385 | 2,730 | 0.63% | +1,345 |
| MICRON TECH(MU) | 9,526 | 3,944 | -5,582 | 3,218 | 4,553 | 1.05% | +1,334 |
| SHARKNINJA INC(SN) | 0 | 8,740 | +8,740 | 0 | 1,331 | 0.31% | +1,331 |
| PARKER HANNIFIN(PH) | 0 | 1,356 | +1,356 | 0 | 1,326 | 0.31% | +1,326 |
| PATTERSON-UTI(PTEN) | 278,795 | 473,105 | +194,310 | 3,019 | 4,343 | 1.00% | +1,324 |
| PALO ALTO NETWOR(PANW) | 0 | 3,875 | +3,875 | 0 | 1,321 | 0.30% | +1,321 |
| KYNDRYL HOLDINGS(KD) | 0 | 115,402 | +115,402 | 0 | 1,305 | 0.30% | +1,305 |
| APOGEE THERAPEUT(APGE) | 0 | 9,798 | +9,798 | 0 | 1,300 | 0.30% | +1,300 |
| SPYRE THERAPEUTI(SYRE) | 0 | 14,551 | +14,551 | 0 | 1,292 | 0.30% | +1,292 |
| NEWMONT CORP(NEM) | 0 | 13,486 | +13,486 | 0 | 1,260 | 0.29% | +1,260 |
| NETAPP INC(NTAP) | 0 | 7,950 | +7,950 | 0 | 1,230 | 0.28% | +1,230 |
| CARNIVAL CORP LT COMMON SHARES | 0 | 41,661 | +41,661 | 0 | 1,190 | 0.27% | +1,190 |
| PRIMORIS SERVICE(PRIM) | 0 | 13,234 | +13,234 | 0 | 1,312 | 0.30% | +1,312 |
| CONS EDISON INC(ED) | 0 | 10,049 | +10,049 | 0 | 1,112 | 0.26% | +1,112 |
| PEOPLE INC(PPLI) | 0 | 23,575 | +23,575 | 0 | 1,088 | 0.25% | +1,088 |
| A10 NETWORKS INC | 0 | 28,494 | +28,494 | 0 | 1,065 | 0.25% | +1,065 |