Fund HoldingsVantage Consulting Group Inc

Total Portfolio Value
$148.82M
Total Bought
$7.10M
Total Sold
$10.98M
Net Transaction
-$3.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SYNTAX ETF TR0696,164+696,164049,53033.28%+49,530
SYNCHRONOSS TECHNOLOGIES INC0245,947+245,94701,5271.03%+1,527
ADC THERAPEUTICS SA0850,737+850,73701,4120.95%+1,412
SYNTAX ETF TR0143,931+143,93105,8823.95%+5,882
BUNGE GLOBAL SA(BG)03,361+3,36103390.23%+339
JABIL INC(JBL)02,620+2,62003340.22%+334
LULULEMON ATHLETICA INC(LULU)0574+57402930.20%+293
ROSS STORES INC(ROST)05,318+5,31807360.49%+736
TJX COS INC NEW(TJX)07,880+7,88007390.50%+739
HUBBELL INC(HUBB)0762+76202510.17%+251
NETFLIX INC(NFLX)0460+46002240.15%+224
THE CIGNA GROUP(CI)0724+72402170.15%+217
LAMB WESTON HLDGS INC(LW)01,986+1,98602150.14%+215
SMUCKER J M CO(SJM)01,682+1,68202130.14%+213
FIRST SOLAR INC(FSLR)01,206+1,20602080.14%+208
SYNTAX ETF TR066,159+66,15902,9591.99%+2,959
KEYSIGHT TECHNOLOGIES INC(KEYS)01,295+1,29502060.14%+206
MCCORMICK & CO INC(MKC)02,989+2,98902050.14%+205
HONEYWELL INTL INC(HON)0961+96102020.14%+202
DOVER CORP(DOV)01,305+1,30502010.13%+201
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)03,012+3,01204850.33%+485
ELECTRONIC ARTS INC(EA)2,6923,413+7213244670.31%+143
ADTRAN HOLDINGS INC016,113+16,11301180.08%+118
AMCOR PLC(AMCR)012,128+12,12801170.08%+117
COMERICA INC09,368+9,36805230.35%+523
WISDOMTREE INC(WT)012,152+12,1520840.06%+84
MATCH GROUP INC NEW(MTCH)012,967+12,96704730.32%+473
MODERNA INC(MRNA)2,1552,912+7572232900.19%+67
MEDICAL PPTYS TRUST INC(MPT)013,428+13,4280660.04%+66
CATALENT INC06,297+6,29702830.19%+283
DISH NETWORK CORPORATION010,771+10,7710620.04%+62
INCYTE CORP(INCY)04,280+4,28002690.18%+269
SUNPOWER CORP011,282+11,2820540.04%+54
ENPHASE ENERGY INC(ENPH)2,0512,274+2232463000.20%+54
CLOROX CO DEL(CLX)02,835+2,83504040.27%+404
AES CORP(AES)019,274+19,27403710.25%+371
QUANTA SVCS INC01,765+1,76503810.26%+381
LAUDER ESTEE COS INC(EL)02,999+2,99904390.29%+439
AMERICAN AIRLS GROUP INC(AAL)10,58212,759+2,1771361750.12%+40
WALGREENS BOOTS ALLIANCE INC29,87726,950-2,9276647040.47%+39
VERTEX PHARMACEUTICALS INC(VRTX)678666-122362710.18%+35
ZIONS BANCORPORATION N A(ZION)14,11412,027-2,0874925280.35%+35
BROADCOM INC(AVGO)0222+22202480.17%+248
APTIV PLC(APTV)04,399+4,39903950.27%+395
FORTINET INC(FTNT)03,989+3,98902330.16%+233
ZOETIS INC(ZTS)01,267+1,26702500.17%+250
UNIVERSAL HLTH SVCS INC(UHS)02,272+2,27203460.23%+346
HCA HEALTHCARE INC(HCA)01,211+1,21103280.22%+328
VIATRIS INC(VTRS)023,816+23,81602580.17%+258
D R HORTON INC(DHI)01,692+1,69202570.17%+257
SALESFORCE INC(CRM)01,242+1,24203270.22%+327
PAYCOM SOFTWARE INC(PAYC)01,113+1,11302300.15%+230
CAPITAL ONE FINL CORP(COF)3,2812,644-6373183470.23%+28
MORGAN STANLEY(MS)2,9022,844-582372650.18%+28
LOWES COS INC(LOW)01,125+1,12502500.17%+250
LESLIES INC17,15718,066+909971250.08%+28
FREEPORT-MCMORAN INC(FCX)06,137+6,13702610.18%+261
NEXTERA ENERGY INC(NEE)03,921+3,92102380.16%+238
MERCK & CO INC(MRK)02,254+2,25402460.17%+246
MONOLITHIC PWR SYS INC(MPWR)0362+36202280.15%+228
EDISON INTL(EIX)03,472+3,47202480.17%+248
PULTE GROUP INC(PHM)02,432+2,43202510.17%+251
SCHWAB CHARLES CORP(SCHW)03,656+3,65602520.17%+252
CHIPOTLE MEXICAN GRILL INC(CMG)0211+21104830.32%+483
COTY INC(COTY)16,34316,258-851792020.14%+23
HOME DEPOT INC(HD)0717+71702480.17%+248
BIOGEN INC(BIIB)899979+802312530.17%+22
BROWN FORMAN CORP(BF-A)04,252+4,25202430.16%+243
DISCOVER FINL SVCS3,6653,020-6453173390.23%+22
KENVUE INC(KVUE)19,82719,470-3573984190.28%+21
GEN DIGITAL INC(GEN)09,394+9,39402140.14%+214
EATON CORP PLC(ETN)01,007+1,00702430.16%+243
STANLEY BLACK & DECKER INC(SWK)2,7112,520-1912272470.17%+21
MCDONALDS CORP(MCD)01,638+1,63804860.33%+486
INTUIT(INTU)0360+36002250.15%+225
ON SEMICONDUCTOR CORP(ON)02,731+2,73102280.15%+228
NRG ENERGY INC(NRG)07,347+7,34703800.26%+380
MONSTER BEVERAGE CORP NEW(MNST)4,3664,342-242312500.17%+19
AMERICAN WTR WKS CO INC NEW02,375+2,37503130.21%+313
BRISTOL-MYERS SQUIBB CO(BMY)3,8084,652+8442212390.16%+18
LENNAR CORP(LEN)01,679+1,67902500.17%+250
BAKER HUGHES COMPANY(BKR)09,684+9,68403310.22%+331
SYNCHRONY FINANCIAL(SYF)10,5028,846-1,6563213380.23%+17
NUCOR CORP(NUE)01,443+1,44302510.17%+251
KROGER CO(KR)015,755+15,75507200.48%+720
QORVO INC(QRVO)2,2062,003-2032112260.15%+15
NISOURCE INC(NI)011,870+11,87003150.21%+315
TEXAS INSTRS INC(TXN)01,326+1,32602260.15%+226
ELI LILLY & CO(LLY)0390+39002270.15%+227
SCHLUMBERGER LTD(SLB)06,398+6,39803330.22%+333
ATMOS ENERGY CORP(ATO)02,750+2,75003190.21%+319
ORACLE CORP(ORCL)02,747+2,74702900.19%+290
NEWMONT CORP(NEM)6,3535,990-3632352480.17%+13
GOLDMAN SACHS GROUP INC(GS)754665-892442570.17%+13
HASBRO INC(HAS)3,5224,808+1,2862332450.16%+13
TAPESTRY INC(TPR)08,381+8,38103090.21%+309
JOHNSON & JOHNSON(JNJ)1,4461,515+692252370.16%+12
PHILLIPS 66(PSX)4,0363,734-3024854970.33%+12
LUMEN TECHNOLOGIES INC(LUMN)033,038+33,0380600.04%+60
WALMART INC(WMT)04,654+4,65407340.49%+734
Page 1 of 1