Fund HoldingsNAVELLIER & ASSOCIATES INC

Total Portfolio Value
$851.69M
Total Bought
$151.46M
Total Sold
$117.54M
Net Transaction
+$33.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA Corporation(NVDA)59,136601,144+542,00853,43374,2658.72%+20,832
NetApp, Inc.(NTAP)046,677+46,67706,0120.71%+6,012
Eaton Corp. Plc(ETN)20,96537,970+17,0056,55511,9051.40%+5,350
Domino's Pizza, Inc.(DPZ)010,162+10,16205,2470.62%+5,247
Booz Allen Hamilton Holding Corporation Class A056,844+56,84408,7481.03%+8,748
Howmet Aerospace Inc.(HWM)076,749+76,74905,9580.70%+5,958
Carlisle Companies Incorporated(CSL)012,143+12,14304,9200.58%+4,920
Abercrombie & Fitch Co. Class A030,347+30,34705,3970.63%+5,397
Deckers Outdoor Corporation(DECK)04,935+4,93504,7770.56%+4,777
Eli Lilly and Company(LLY)25,60526,699+1,09419,92024,1732.84%+4,253
Targa Resources Corp.(TRGP)37,78263,169+25,3874,2318,1350.96%+3,904
Novo Nordisk A/S Sponsored ADR Class B(NVO)113,831125,811+11,98014,61617,9582.11%+3,342
First Trust NYSE Arca Biotechnology Index Fund021,306+21,30603,2810.39%+3,281
Viper Energy, Inc.(VNOM)078,862+78,86202,9600.35%+2,960
Vital Farms, Inc.061,896+61,89602,8950.34%+2,895
Costco Wholesale Corporation(COST)16,75917,586+82712,27814,9481.76%+2,670
Imperial Oil Limited(IMO)037,782+37,78202,5790.30%+2,579
CrowdStrike Holdings, Inc. Class A(CRWD)28,54129,657+1,1169,15011,3641.33%+2,214
First Trust Consumer Staples AlphaDEX Fund
CONSUMR STAPLE
6,86841,636+34,7684702,6830.32%+2,212
Diamondback Energy, Inc.(FANG)09,741+9,74101,9500.23%+1,950
Apple Inc.(AAPL)060,107+60,107012,6601.49%+12,660
NRG Energy, Inc.(NRG)023,817+23,81701,8540.22%+1,854
Seanergy Maritime Holdings Corp.0199,846+199,84601,9720.23%+1,972
Vertiv Holdings Co. Class A(VRT)82,36296,368+14,0066,7278,3430.98%+1,616
Compania de Minas Buenaventura SAA Sponsored ADR(BVN)091,404+91,40401,5490.18%+1,549
Royal Caribbean Group
COM
64,24264,925+6838,93010,3511.22%+1,421
Coca-Cola Consolidated, Inc.(COKE)05,296+5,29605,7460.67%+5,746
Broadcom Inc.(AVGO)05,418+5,41808,6991.02%+8,699
Tidewater Inc(TDW)014,413+14,41301,3720.16%+1,372
PDD Holdings Inc. Sponsored ADR Class A(PDD)010,109+10,10901,3440.16%+1,344
Ecopetrol SA Sponsored ADR(EC)0107,632+107,63201,2040.14%+1,204
EMCOR Group, Inc.(EME)64,21764,868+65122,48923,6822.78%+1,193
Vistra Corp.(VST)127,185116,571-10,6148,85810,0231.18%+1,164
Microsoft Corporation(MSFT)34,21134,803+59214,39315,5551.83%+1,162
Ardmore Shipping Corp.049,132+49,13201,1070.13%+1,107
MakeMyTrip Ltd.
SHS
30,35938,768+8,4092,1573,2600.38%+1,103
Carpenter Technology Corporation(CRS)028,362+28,36203,1080.36%+3,108
SPDR Gold Shares(GLD)07,845+7,84501,6870.20%+1,687
Arista Networks, Inc.18,94218,716-2265,4936,5600.77%+1,067
iShares Floating Rate Bond ETF
FLTG RATE NT ETF
020,702+20,70201,0580.12%+1,058
Vista Energy SAB de CV Sponsored ADR Class A(VIST)158,790165,033+6,2436,5717,5060.88%+935
NAPCO Security Technologies, Inc.(NSSC)51,83456,807+4,9732,0822,9510.35%+869
HCI Group, Inc.09,268+9,26808540.10%+854
e.l.f. Beauty, Inc.(ELF)43,86444,831+9678,5999,4471.11%+848
Corporacion America Airports S.A.
COM
050,786+50,78608450.10%+845
iShares Short Treasury Bond ETF07,482+7,48208270.10%+827
Scorpio Tankers Inc.(STNG)09,966+9,96608100.10%+810
GoDaddy, Inc. Class A(GDDY)05,449+5,44907610.09%+761
IES Holdings, Inc.(IESC)05,267+5,26707340.09%+734
Verizon Communications Inc.(VZ)14,67031,830+17,1606161,3130.15%+697
iShares U.S. Technology ETF013,694+13,69402,0610.24%+2,061
National Fuel Gas Company(NFG)012,423+12,42306730.08%+673
First Trust Technology AlphaDEX Fund
TECH ALPHADEX
025,173+25,17303,4300.40%+3,430
Sterling Infrastructure, Inc.(STRL)05,095+5,09506030.07%+603
Invesco QQQ Trust Series I01,244+1,24405960.07%+596
Universal Technical Institute, Inc.(UTI)123,781162,963+39,1821,9732,5630.30%+590
Camtek Ltd(CAMT)8,43310,181+1,7487061,2750.15%+569
National Storage Affiliates Trust(NSA)013,590+13,59005600.07%+560
Ultrapar Participacoes S.A. Sponsored ADR(UGP)0139,184+139,18405440.06%+544
Parsons Corporation(PSN)76,85884,431+7,5736,3756,9070.81%+532
Vertex Pharmaceuticals Incorporated(VRTX)011,701+11,70105,4840.64%+5,484
Safe Bulkers, Inc.090,351+90,35105260.06%+526
CECO Environmental Corp.(CECO)089,533+89,53302,5830.30%+2,583
iShares Biotechnology ETF03,565+3,56504890.06%+489
Dorian LPG Ltd.(LPG)097,646+97,64604,0970.48%+4,097
Panasonic Holdings Corporation Unsponsored ADR058,583+58,58304800.06%+480
iShares U.S. Healthcare ETF07,824+7,82404790.06%+479
StealthGas Inc.064,527+64,52704740.06%+474
VAALCO Energy, Inc.146,720238,285+91,5651,0231,4940.18%+471
Hamilton Beach Brands Holding Co. Class A027,133+27,13304660.05%+466
Universal Stainless & Alloy Products, Inc.016,674+16,67404570.05%+457
Argan, Inc.06,162+6,16204510.05%+451
Alamos Gold Inc.0168,793+168,79302,6470.31%+2,647
Progressive Corporation(PGR)37,75639,673+1,9177,8098,2400.97%+432
KLA Corporation(KLAC)3,7043,646-582,5883,0060.35%+419
Arch Capital Group Ltd.
ORD
29,87131,172+1,3012,7613,1450.37%+384
TransDigm Group Incorporated(TDG)03,569+3,56904,5600.54%+4,560
Amgen Inc.(AMGN)015,498+15,49804,8420.57%+4,842
Alphabet Inc. Class A(GOOG)09,945+9,94501,8110.21%+1,811
Lam Research Corporation(LRCX)3,4603,46003,3623,6840.43%+323
SPX Technologies, Inc.012,168+12,16801,7300.20%+1,730
Powell Industries, Inc.(POWL)28,44530,276+1,8314,0484,3420.51%+294
Limbach Holdings, Inc.(LMB)19,41419,269-1458041,0970.13%+293
Shell Plc Sponsored ADR(SHEL)018,422+18,42201,3300.16%+1,330
iShares MSCI ACWI ETF02,510+2,51002820.03%+282
BRF SA Sponsored ADR201,923229,617+27,6946589350.11%+276
DuPont de Nemours, Inc.(DD)03,416+3,41602750.03%+275
Weatherford International plc(WFRD)9,77911,393+1,6141,1291,3950.16%+266
Fidelity MSCI Information Technology Index ETF016,100+16,10002,7610.32%+2,761
First Trust Health Care AlphaDEX Fund
HLTH CARE ALPH
27,56631,304+3,7383,0213,2720.38%+251
Insight Enterprises, Inc.(NSIT)24,31724,002-3154,5114,7610.56%+250
Tyler Technologies, Inc.(TYL)03,125+3,12501,5710.18%+1,571
Archrock Inc.(AROC)253,594258,704+5,1104,9885,2310.61%+243
Idaho Strategic Resources Inc024,348+24,34802400.03%+240
Wingstop, Inc.(WING)02,971+2,97101,2560.15%+1,256
Energy Services of America Corporation032,780+32,78002350.03%+235
Allison Transmission Holdings, Inc.(ALSN)33,58939,002+5,4132,7262,9600.35%+234
Badger Meter, Inc.01,205+1,20502250.03%+225
Consumer Staples Select Sector SPDR Fund
ST STR STAPL ETF
02,909+2,90902230.03%+223
BJ's Wholesale Club Holdings, Inc.(BJ)02,478+2,47802180.03%+218
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