Fund HoldingsNAVELLIER & ASSOCIATES INC

Total Portfolio Value
$811.57M
Total Bought
$193.98M
Total Sold
$139.21M
Net Transaction
+$54.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Super Micro Computer, Inc.(SMCI)40,50541,600+1,09511,51442,0175.18%+30,503
NVIDIA Corporation(NVDA)60,28059,136-1,14429,85253,4336.58%+23,581
EMCOR Group, Inc.(EME)46,09764,217+18,1209,93122,4892.77%+12,558
CrowdStrike Holdings, Inc. Class A(CRWD)028,541+28,54109,1501.13%+9,150
Progressive Corporation(PGR)3,61937,756+34,1375767,8090.96%+7,232
Vertiv Holdings Co. Class A(VRT)082,362+82,36206,7270.83%+6,727
Parsons Corporation(PSN)076,858+76,85806,3750.79%+6,375
Eli Lilly and Company(LLY)24,10625,605+1,49914,05219,9202.45%+5,868
Allstate Corporation(ALL)030,077+30,07705,2040.64%+5,204
Cencora, Inc.020,710+20,71005,0320.62%+5,032
Nutanix, Inc. Class A(NTNX)075,391+75,39104,6530.57%+4,653
Insight Enterprises, Inc.(NSIT)024,317+24,31704,5110.56%+4,511
Costco Wholesale Corporation(COST)12,85816,759+3,9018,48712,2781.51%+3,791
Comfort Systems USA, Inc.(FIX)4,06514,479+10,4148364,6000.57%+3,764
Vistra Corp.(VST)135,055127,185-7,8705,2028,8581.09%+3,656
Toll Brothers, Inc.(TOL)80,61388,751+8,1388,28611,4821.41%+3,196
Quanta Services, Inc.72,76772,586-18115,70318,8582.32%+3,155
Exxon Mobil Corporation0169,850+169,850019,7432.43%+19,743
First Trust Health Care AlphaDEX Fund
HLTH CARE ALPH
027,566+27,56603,0210.37%+3,021
Novo Nordisk A/S Sponsored ADR Class B(NVO)112,347113,831+1,48411,62214,6161.80%+2,994
Builders FirstSource, Inc.(BLDR)50,20352,560+2,3578,38110,9611.35%+2,580
e.l.f. Beauty, Inc.(ELF)41,96543,864+1,8996,0578,5991.06%+2,541
PACCAR Inc(PCAR)84,09086,534+2,4448,21110,7211.32%+2,509
Powell Industries, Inc.(POWL)19,06228,445+9,3831,6854,0480.50%+2,363
CyberArk Software Ltd.08,186+8,18602,1740.27%+2,174
MakeMyTrip Ltd.
SHS
030,359+30,35902,1570.27%+2,157
Phillips 66(PSX)85,81582,959-2,85611,42513,5511.67%+2,125
Universal Technical Institute, Inc.(UTI)0123,781+123,78101,9730.24%+1,973
Marathon Petroleum Corporation(MPC)035,473+35,47307,1480.88%+7,148
Paymentus Holdings, Inc Class A(PAY)077,879+77,87901,7720.22%+1,772
Microsoft Corporation(MSFT)33,92834,211+28312,75814,3931.77%+1,635
iShares U.S. Energy ETF030,433+30,43301,5030.19%+1,503
Meta Platforms Inc Class A(META)10,66710,669+23,7765,1810.64%+1,405
Archrock Inc.(AROC)238,736253,594+14,8583,6774,9880.61%+1,312
TopBuild Corp.15,37215,756+3845,7536,9440.86%+1,191
Opera Limited Sponsored ADR(OPRA)099,264+99,26401,5690.19%+1,569
Weatherford International plc(WFRD)09,779+9,77901,1290.14%+1,129
Vista Energy SAB de CV Sponsored ADR Class A(VIST)185,115158,790-26,3255,4636,5710.81%+1,108
ConocoPhillips(COP)0128,952+128,952016,4132.02%+16,413
Royal Caribbean Group
COM
60,74664,242+3,4967,8668,9301.10%+1,064
Amphastar Pharmaceuticals, Inc.(AMPH)7,72734,591+26,8644781,5190.19%+1,041
Financial Select Sector SPDR Fund
ST STR FINL ETF
024,704+24,70401,0410.13%+1,041
Health Care Select Sector SPDR Fund
ST STR CARE ETF
07,022+7,02201,0370.13%+1,037
Ferrari NV
COM
13,73613,031-7054,6495,6810.70%+1,032
VAALCO Energy, Inc.0146,720+146,72001,0230.13%+1,023
Materials Select Sector SPDR Fund
ST STR MATER ETF
010,778+10,77801,0010.12%+1,001
Targa Resources Corp.(TRGP)037,782+37,78204,2310.52%+4,231
Itron, Inc.(ITRI)010,141+10,14109380.12%+938
AAON, Inc.88,23384,464-3,7696,5187,4410.92%+924
Axon Enterprise Inc(AXON)014,071+14,07104,4030.54%+4,403
Hubbell Incorporated(HUBB)013,204+13,20405,4800.68%+5,480
Charles Schwab Corp(SCHW)011,555+11,55508360.10%+836
Arista Networks, Inc.018,942+18,94205,4930.68%+5,493
Allison Transmission Holdings, Inc.(ALSN)033,589+33,58902,7260.34%+2,726
Wynn Resorts, Limited(WYNN)07,929+7,92908110.10%+811
Bristol-Myers Squibb Company(BMY)014,551+14,55107890.10%+789
Modine Manufacturing Company(MOD)23,74723,140-6071,4182,2030.27%+785
Telefonica Brasil SA Sponsored ADR(VIV)077,148+77,14807770.10%+777
Permian Resources Corporation Class A(PR)051,996+51,99609180.11%+918
Dick's Sporting Goods, Inc.(DKS)8,6778,990+3131,2752,0210.25%+746
REV Group, Inc.033,615+33,61507430.09%+743
Coca-Cola Company(KO)027,141+27,14101,6610.20%+1,661
AbbVie, Inc.(ABBV)035,493+35,49306,4630.80%+6,463
Camtek Ltd(CAMT)08,433+8,43307060.09%+706
International Seaways, Inc.(INSW)024,852+24,85201,3220.16%+1,322
UFP Technologies, Inc.(UFPT)9,5279,277-2501,6392,3400.29%+701
National HealthCare Corporation(NHC)07,301+7,30106900.09%+690
Lifeway Foods, Inc.068,171+68,17101,1740.14%+1,174
SFL Corporation Limited
SHS
050,067+50,06706600.08%+660
BRF SA Sponsored ADR0201,923+201,92306580.08%+658
Lam Research Corporation(LRCX)3,4603,46002,7103,3620.41%+652
Kinsale Capital Group, Inc.(KNSL)03,082+3,08201,6170.20%+1,617
Chevron Corporation(CVX)021,909+21,90903,4560.43%+3,456
HEICO Corporation(HEI)03,253+3,25306210.08%+621
Wintrust Financial Corporation(WTFC)05,923+5,92306180.08%+618
Amazon.com, Inc.(AMZN)18,67819,143+4652,8383,4530.43%+615
Arch Capital Group Ltd.
ORD
029,871+29,87102,7610.34%+2,761
BWX Technologies, Inc.(BWXT)027,170+27,17002,7880.34%+2,788
StoneX Group Inc.(SNEX)08,002+8,00205620.07%+562
Limbach Holdings, Inc.(LMB)019,414+19,41408040.10%+804
CSP Inc.062,754+62,75401,1580.14%+1,158
Graham Corporation(GHM)018,976+18,97605180.06%+518
First Watch Restaurant Group, Inc.020,934+20,93405150.06%+515
Tetra Tech, Inc.(TTEK)02,687+2,68704960.06%+496
Citigroup Inc.(C)015,476+15,47609790.12%+979
iShares U.S. Consumer Staples ETF07,170+7,17004850.06%+485
TPG Inc Class A(TPG)010,530+10,53004710.06%+471
First Trust Consumer Staples AlphaDEX Fund
CONSUMR STAPLE
06,868+6,86804700.06%+470
StoneCo Ltd. Class A(STNE)027,660+27,66004590.06%+459
TechnipFMC plc(FTI)080,487+80,48702,0210.25%+2,021
KLA Corporation(KLAC)3,6793,704+252,1392,5880.32%+449
Sprouts Farmers Market, Inc.(SFM)06,949+6,94904480.06%+448
Cooper Companies, Inc.(COO)04,298+4,29804360.05%+436
First Trust Materials AlphaDEX Fund
MATERIALS ALPH
06,084+6,08404340.05%+434
NAPCO Security Technologies, Inc.(NSSC)48,62551,834+3,2091,6652,0820.26%+416
CSW Industrials, Inc.(CSW)01,772+1,77204160.05%+416
Oil-Dri Corporation of America(ODC)05,333+5,33303980.05%+398
Cemex SAB de CV Sponsored ADR(CX)0226,814+226,81402,0440.25%+2,044
Verizon Communications Inc.(VZ)014,670+14,67006160.08%+616
Eaton Corp. Plc(ETN)25,68220,965-4,7176,1856,5550.81%+371
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