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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Bill Nygren – Harris Associates LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
162
Portfolio value:
$75,422,837,000
Filed:
Aug 14, 2026
Style:
Deep Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2615 new34 added46 reduced9 exited
≡ELV – ELEVANCE HEALTH INC FORMERLYBuy4,924,5112.53
≡FISV – FISERV INCBuy22,210,9801.44
≡SYY – SYSCO CORPAdd 47.99%5,283,3680.76
≡MRSH – MARSH & MCLENNAN COS INCAdd 68.07%3,518,3770.72
≡GOOG – ALPHABET INCAdd 118.37%1,050,1420.57
≡EQH – EQUITABLE HLDGS INCAdd 33495.46%9,460,7920.55
≡COF – CAPITAL ONE FINL CORPAdd 10.95%1,134,3630.54
≡BAC – BANK OF AMER CORPAdd 22.12%4,183,0440.52
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 10.45%1,708,442−0.48
≡BKNG – BOOKING HOLDINGS INCBuy1,557,5030.37
≡CRM – SALESFORCE INCAdd 8.27%1,233,276−0.36
≡ACNCALL – ACCENTURE PLC IRELANDBuy2,120,0000.35
≡SYF – SYNCHRONY FINANCIALAdd 59.83%2,787,3340.33
≡SCHW – SCHWAB CHARLES CORPAdd 10.95%2,388,9950.23
≡NFLX – NETFLIX INC.Add 11.72%1,155,170−0.22
≡GPN – GLOBAL PMTS INCAdd 8.92%1,057,6650.18
≡AER – AERCAP HOLDINGS NVAdd 9.46%558,5230.17
≡AMRZ – AMRIZE LTDAdd 23.33%2,646,1780.14
≡OC – OWENS CORNING NEWAdd 19.68%180,1240.10
≡RJF – RAYMOND JAMES FINL INCAdd 7.84%268,4660.08
≡CG – CARLYLE GROUP INCAdd 6.50%1,077,718−0.08
≡CPNG – COUPANG INCAdd 43.23%4,314,9690.08
≡COO – COOPER COS INCBuy766,5200.07
≡ROP – ROPER TECHNOLOGIES INCAdd 14.15%244,7790.07
≡MSFT – MICROSOFT CORPAdd 915.42%61,8550.03
≡TEL – TE CONNECTIVITY PLCAdd 8.23%231,7990.03
≡WDAY – WORKDAY INCAdd 1552.22%181,0970.03
≡ADBE – ADOBE INCAdd 23.33%535,2450.03
≡BIRK – BIRKENSTOCK HOLDING PLCBuy185,1000.01
≡HLN – HALEON PLCAdd 11.98%1,801,2110.01
≡BDX – BECTON DICKINSON & COAdd 5.80%128,9240.01
≡AMD – ADVANCED MICRO DEVICES INCBuy8750.00
≡CIGI – COLLIERS INTL GROUP INCAdd 13.05%40,900−0.00
≡VTV – VANGUARD INDEX FDSAdd 70.68%1,8180.00
≡JPM – JPMORGAN CHASE & COAdd 6.88%4000.00
≡PM – PHILIP MORRIS INTL INCAdd 19.49%9940.00
≡INTC – INTEL CORPBuy1,7570.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 14.67%1,972−0.00
≡MU – MICRON TECHNOLOGY INCBuy1800.00
≡RSP – INVESCO EXCHANGE TRADED FD TBuy9690.00
≡PUK – PRUDENTIAL PLCBuy7,6350.00
≡VUG – VANGUARD INDEX FDSBuy1,6770.00
≡WMT – WALMART INCAdd 42.40%8820.00
≡XT – ISHARES TRBuy5630.00
≡UL – UNILEVER PLCAdd 9.53%3930.00
≡IJK – ISHARES TRBuy2920.00
≡IJR – ISHARES TRBuy1770.00
≡PEP – PEPSICO INCAdd 21.02%3500.00
≡SAP – SAP SEAdd 15.06%2190.00
Q1 2026filed May 15, 2617 new27 added58 reduced28 exited
≡ELVCALL – ELEVANCE HEALTH INC FORMERLYBuy5,136,5262.00
≡NFLX – NETFLIX INC.Add 30200.47%9,827,2331.26
≡MRSH – MARSH & MCLENNAN COS INCBuy5,169,1191.19
≡SUNB
Q4 2025filed Feb 17, 2610 new46 added52 reduced20 exited
≡FISVCALL – FISERV INCBuy20,154,7031.71
≡TRGP – TARGA RES CORPAdd 134.17%5,574,9111.15
≡AER – AERCAP HOLDINGS NVBuy5,840,4801.06
≡AMRZ
Q3 2025filed Nov 14, 2518 new27 added70 reduced12 exited
≡CRM – SALESFORCE INCAdd 135.47%4,053,9941.35
≡TRGP – TARGA RES CORPAdd 1497.41%3,894,9041.04
≡UNP – UNION PAC CORPBuy1,465,5870.56
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 13.43%508,350
Q2 2025filed Aug 14, 2530 new44 added63 reduced17 exited
≡CRM – SALESFORCE INCAdd 818.86%2,666,9031.18
≡ABNB – AIRBNB INCAdd 43.16%4,292,3831.07
≡NKE – NIKE INCBuy8,748,9431.01
≡AMZN – AMAZON COM INCAdd 110.81%2,472,578
Q1 2025filed May 15, 2518 new29 added54 reduced13 exited
≡COP – <![CDATA[CONOCOPHILLIPS]]>Add 24.91%3,618,8801.30
≡KDP – <![CDATA[KEURIG DR PEPPER INC]]>Add 53.25%15,089,6321.30
≡PSX – <![CDATA[PHILLIPS 66]]>Add 18.36%2,145,7521.12
≡ABNB – <![CDATA[AIRBNB INC]]>Add 86.00%
Q4 2024filed Feb 14, 2514 new24 added57 reduced7 exited
≡KDP – <![CDATA[KEURIG DR PEPPER INC]]>Add 2555.17%27,271,1791.15
≡ABNB – <![CDATA[AIRBNB INC]]>Buy5,346,8230.92
≡ELV – <![CDATA[ELEVANCE HEALTH INC]]>Buy1,821,2840.88
≡EFX – <![CDATA[EQUIFAX INC]]>Add 96.75%
Q3 2024filed Nov 14, 2419 new26 added48 reduced5 exited
≡ENVISTA HOLDINGS CORPORATIONBuy17,500,000,00020.63
≡SCHW – SCHWAB CHARLES CORPAdd 23.13%5,302,736−0.47
≡MRK – MERCK & CO INCBuy2,943,0210.44
≡GPC – GENUINE PARTS COBuy2,325,955
Q2 2024filed Aug 14, 245 new37 added43 reduced6 exited
≡EFX – EQUIFAX INCAdd 513.38%1,916,8420.78
≡NDAQ – NASDAQ INCBuy7,499,9320.76
≡CRM – SALESFORCE INCAdd 61.05%1,898,9850.66
≡CNC – CENTENE CORP DELAdd 46.50%7,900,876
Q1 2024filed May 15, 247 new26 added65 reduced17 exited
≡DE – DEERE & COBuy3,216,7922.14
≡CNC – CENTENE CORP DELAdd 56.42%6,129,1150.77
≡PAYC – PAYCOM SOFTWARE INCAdd 258.56%2,446,8240.76
≡KVUE – KENVUE INCBuy17,654,856
Q4 2023filed Feb 14, 2415 new26 added41 reduced6 exited
≡PSX – PHILLIPS 66Add 262.34%4,998,7711.14
≡IQV – IQVIA HLDGS INCAdd 23.34%1,844,8650.86
≡CNC – CENTENE CORP DELAdd 172.82%6,881,4500.86
≡AXP – AMERICAN EXPRESS COAdd 71.30%2,084,484
Q3 2023filed Nov 14, 239 new23 added55 reduced17 exited
≡IQV – IQVIA HLDGS INCAdd 394.38%6,304,4242.35
≡CSCO – CISCO SYS INCBuy10,945,2901.14
≡KR – KROGER COAdd 73.20%7,260,1930.62
≡CNC – CENTENE CORP DELBuy3,981,917
– SUNBELT RENTALS HOLDINGS INC
Buy
11,653,333
1.01
≡ROP – ROPER TECHNOLOGIES INCBuy1,729,5460.82
≡ACN – ACCENTURE PLC IRELANDBuy2,891,9020.76
≡ADBE – ADOBE INCBuy2,293,8210.74
≡RJF – RAYMOND JAMES FINL INCBuy3,425,3210.66
≡IQV – IQVIA HLDGS INCAdd 7.63%863,557−0.46
≡CRM – SALESFORCE INCAdd 52.36%5,126,6650.43
≡SYF – SYNCHRONY FINANCIALBuy4,659,0010.42
≡IT – GARTNER INCAdd 225.29%2,171,7900.35
≡SYY – SYSCO CORPAdd 39.11%3,095,4010.31
≡CPNG – COUPANG INCBuy9,981,8540.25
≡RGA – REINSURANCE GROUP AMER INCAdd 13.83%589,4000.22
≡KDP – KEURIG DR PEPPER INCAdd 7.90%6,813,1380.21
≡HLN – HALEON PLCBuy15,032,0410.20
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 5.67%695,2360.17
≡CNC – CENTENE CORP DELAdd 55.73%5,043,9770.14
≡FLUT – FLUTTER ENTMT PLCAdd 11.26%114,501−0.12
≡MDLZ – MONDELEZ INTL INCAdd 21.90%1,011,6980.12
≡WAT – WATERS CORPBuy288,7120.11
≡OC – OWENS CORNING NEWAdd 226.31%634,8650.09
≡CDW – CDW CORPAdd 18.94%857,2500.09
≡CRL – CHARLES RIV LABS INTL INCAdd 28.36%475,6900.07
≡CG – CARLYLE GROUP INCAdd 9.12%1,385,638−0.07
≡ICLR – ICON PLCAdd 73.35%1,841,1510.06
≡CIGI – COLLIERS INTL GROUP INCAdd 331.54%240,7000.03
≡AMZN – AMAZON COM INCAdd 6.67%297,5960.02
≡KB – KB FINL GROUP INCAdd 2579.74%80,3590.01
≡ABM – ABM INDS INCAdd 6.28%170,2660.00
≡SPY – STATE STR SPDR S&P 500 ETF TAdd 53.11%2,6750.00
≡EQH – EQUITABLE HLDGS INCBuy28,2450.00
≡SGOV – ISHARES TRBuy3,7360.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 40.17%3,8520.00
≡WDAY – WORKDAY INCAdd 103.72%5,9400.00
≡SAP – SAP SEBuy1,4540.00
≡UL – UNILEVER PLCBuy4,1230.00
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 7.21%404,5930.00
≡IDXX – IDEXX LABS INCAdd 5.93%27−0.00
≡LLY – ELI LILLY & COAdd 8.70%36−0.00
≡MBB – ISHARES TRBuy280.00
≡USIG – ISHARES TRBuy500.00
≡AVGO – BROADCOM INCAdd 6.02%103−0.00
– AMRIZE LTD
Buy
11,379,547
0.78
≡CTVA – CORTEVA INCAdd 168.08%10,675,0520.75
≡CDW – CDW CORPAdd 1548.45%4,251,2620.71
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 158.17%7,514,1360.64
≡CRM – SALESFORCE INCAdd 38.95%2,744,7480.60
≡MRK – MERCK & CO INCAdd 43.42%4,265,0970.55
≡UNP – UNION PAC CORPAdd 149.49%2,190,9230.51
≡DAL – DELTA AIR LINES INC DELAdd 45.44%6,144,6450.49
≡KDP – KEURIG DR PEPPER INCAdd 37.77%23,650,0720.49
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 50.31%1,604,8210.47
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 52.85%5,388,8120.44
≡ASTRAZENECA PLCBuy3,729,7310.43
≡FCNCA – FIRST CTZNS BANCSHARES INC DAdd 25.99%191,6270.40
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 24.33%850,271−0.39
≡EFX – EQUIFAX INCAdd 29.54%1,723,439−0.33
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 43.85%4,833,3180.32
≡IT – GARTNER INCBuy963,9840.31
≡DE – DEERE & COAdd 45.40%978,8570.26
≡COF – CAPITAL ONE FINL CORPAdd 19.94%1,800,0240.24
≡NKE – NIKE INCAdd 72.34%6,277,9870.23
≡NDAQ – NASDAQ INCAdd 46.00%2,716,2800.22
≡GPN – GLOBAL PMTS INCAdd 66.43%4,529,6700.20
≡ABNB – AIRBNB INCAdd 20.97%3,240,4770.20
≡MDLZ – MONDELEZ INTL INCAdd 221.94%3,184,7890.17
≡EOG – EOG RES INCAdd 61.57%2,809,2420.16
≡AIG – AMERICAN INTL GROUP INCAdd 24.46%4,351,7780.15
≡STZ – CONSTELLATION BRANDS INCAdd 57.81%1,184,8110.12
≡MAS – MASCO CORPAdd 55.20%4,090,7190.09
≡ICLR – ICON PLCAdd 7.15%167,607−0.08
≡CMCSA – COMCAST CORP NEWAdd 24.48%5,399,810−0.07
≡WFC – WELLS FARGO CO NEWAdd 19.45%2,101,3830.07
≡RGA – REINSURANCE GRP OF AMERICA IAdd 27.36%915,3970.07
≡CRL – CHARLES RIV LABS INTL INCAdd 13.88%204,5220.05
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 30.70%1,318,482−0.05
≡CG – CARLYLE GROUP INCAdd 39.07%4,270,1190.04
≡CRBG – COREBRIDGE FINL INCAdd 30.14%5,644,724−0.03
≡GPC – GENUINE PARTS COAdd 49.27%1,434,7890.03
≡COP – CONOCOPHILLIPSAdd 27.24%5,138,469−0.02
≡OC – OWENS CORNING NEWAdd 7.09%18,568−0.02
≡FLUT – FLUTTER ENTMT PLCAdd 58.86%376,7820.02
≡PAYC – PAYCOM SOFTWARE INCAdd 68.53%1,305,2250.01
≡OMC – OMNICOM GROUP INCBuy61,3400.01
≡VTV – VANGUARD INDEX FDSAdd 2554.95%19,1110.00
≡NFLX – NETFLIX INCAdd 905.56%29,304−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 151.72%3,0360.00
≡BABA – ALIBABA GROUP HLDG LTDAdd 344.97%7,4340.00
≡META – META PLATFORMS INCAdd 12.44%474−0.00
≡BX – BLACKSTONE INCBuy3,7500.00
≡PANW – PALO ALTO NETWORKS INCBuy2,6400.00
≡NUV – NUVEEN MUN VALUE FD INCBuy14,8540.00
≡COST – COSTCO WHSL CORP NEWAdd 12.91%75−0.00
≡WMT – WALMART INCAdd 33.18%8750.00
≡ETHB – ISHARES TRBuy4000.00
0.49
≡FMX – FOMENTO ECONOMICO MEXICANO SBuy2,706,0990.43
≡ICLR – ICON PLCAdd 43.01%704,5000.27
≡RGA – REINSURANCE GRP OF AMERICA IAdd 40.37%962,1350.26
≡EFX – EQUIFAX INCAdd 14.21%725,9010.25
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 39.43%902,0590.21
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 27.29%1,018,4660.20
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 13.95%1,348,8950.16
≡MRK – MERCK & CO INCAdd 7.58%692,2900.15
≡BDX – BECTON DICKINSON & COAdd 6.79%198,0910.12
≡FISV – FISERV INCAdd 26.89%1,433,342−0.10
≡CRL – CHARLES RIV LABS INTL INCAdd 26.67%310,1490.08
≡MOH – MOLINA HEALTHCARE INCAdd 74.02%1,140,8330.08
≡ABNB – AIRBNB INCAdd 8.55%1,216,600−0.06
≡ZGN – ERMENEGILDO ZEGNA N VBuy3,556,2000.05
≡KDP – KEURIG DR PEPPER INCAdd 32.90%15,500,9270.03
≡STZ – CONSTELLATION BRANDS INCAdd 16.89%296,062−0.02
≡GLIBK – GCI LIBERTY INCBuy354,5970.02
≡ACVA – ACV AUCTIONS INCAdd 25.07%762,615−0.02
≡CDW – CDW CORPAdd 38.17%75,8490.01
≡MDLZ – MONDELEZ INTL INCAdd 5.18%70,715−0.01
≡ABM – ABM INDS INCAdd 5.77%150,9380.00
≡MSFT – MICROSOFT CORPAdd 16.27%1,0980.00
≡UNH – UNITEDHEALTH GROUP INCBuy1,4140.00
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy1,1850.00
≡NOW – SERVICENOW INCBuy3400.00
≡IDXX – IDEXX LABS INCBuy4550.00
≡CDNS – CADENCE DESIGN SYSTEM INCBuy7900.00
≡TMO – THERMO FISHER SCIENTIFIC INCBuy5410.00
≡LHX – L3HARRIS TECHNOLOGIES INCBuy7130.00
≡MSI – MOTOROLA SOLUTIONS INCBuy4690.00
≡OSK – OSHKOSH CORPBuy1,6450.00
≡KO – COCA COLA COBuy3,1900.00
≡QCOM – QUALCOMM INCBuy1,2660.00
≡META – META PLATFORMS INCAdd 7.50%2660.00
≡USHY – ISHARES TRBuy3,7950.00
≡WDAY – WORKDAY INCAdd 8.06%4920.00
≡GLIBA – GCI LIBERTY INCBuy2,0000.00
≡HDB – HDFC BANK LTDAdd 191.87%5,7560.00
≡DIS – DISNEY WALT COAdd 19.22%3100.00
≡PG – PROCTER AND GAMBLE COAdd 9.55%1610.00
≡IEUR – ISHARES TRBuy460.00
0.97
≡MPC – MARATHON PETE CORPAdd 93.21%1,991,6700.59
≡ZBH – ZIMMER BIOMET HOLDINGS INCBuy3,732,1010.55
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 71.68%4,038,4910.40
≡ICLR – ICON PLCBuy1,638,0590.39
≡COP – CONOCOPHILLIPSAdd 6.80%1,234,665−0.37
≡TEL – TE CONNECTIVITY PLCAdd 12.70%619,8730.35
≡BDX – BECTON DICKINSON & COAdd 125.81%1,625,3910.32
≡WBD – WARNER BROS DISCOVERY INCAdd 13.97%13,355,0210.31
≡CG – CARLYLE GROUP INCAdd 28.78%2,528,9410.30
≡DAL – DELTA AIR LINES INC DELAdd 24.41%2,756,4470.30
≡IQV – IQVIA HLDGS INCAdd 5.23%583,799−0.29
≡CRL – CHARLES RIV LABS INTL INCBuy1,162,9350.29
≡EFX – EQUIFAX INCAdd 11.75%537,2300.28
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 10.38%69,2380.27
≡ALLY – ALLY FINL INCAdd 7.71%1,921,5840.17
≡MOH – MOLINA HEALTHCARE INCAdd 47.15%493,8750.17
≡FLUT – FLUTTER ENTMT PLCAdd 40.97%234,9840.16
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 6.46%229,753−0.13
≡CE – CELANESE CORP DELAdd 57.76%1,301,5710.11
≡BLK – BLACKROCK INCAdd 13.78%31,5820.08
≡RGA – REINSURANCE GRP OF AMERICA IAdd 11.35%243,0410.06
≡OC – OWENS CORNING NEWBuy262,0450.06
≡CDW – CDW CORPBuy198,7010.06
≡MRK – MERCK & CO INCAdd 22.25%1,661,9580.05
≡TRGP – TARGA RES CORPAdd 260.76%188,0100.05
≡ALSN – ALLISON TRANSMISSION HLDGS IAdd 86.85%331,2800.05
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 13.90%925,411−0.05
≡KDP – KEURIG DR PEPPER INCAdd 8.50%3,690,0700.04
≡WEN – WENDYS COAdd 13.59%1,324,985−0.03
≡MAS – MASCO CORPAdd 16.68%1,045,9480.03
≡BC – BRUNSWICK CORPAdd 9.64%334,5940.03
≡GPN – GLOBAL PMTS INCAdd 23.24%1,259,089−0.02
≡ABM – ABM INDS INCAdd 14.44%330,4110.02
≡CSX – CSX CORPBuy194,3600.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 35.92%178,1000.01
≡CIGI – COLLIERS INTL GROUP INCAdd 25.98%21,9000.01
≡NVDA – NVIDIA CORPORATIONAdd 284.79%12,3600.00
≡MSFT – MICROSOFT CORPAdd 77.77%2,9530.00
≡META – META PLATFORMS INCAdd 33.93%8980.00
≡ABBV – ABBVIE INCBuy3,1630.00
≡COST – COSTCO WHSL CORP NEWBuy5810.00
≡AVGO – BROADCOM INCBuy2,0320.00
≡MBC – MASTERBRAND INCAdd 123.19%62,0400.00
≡JPM – JPMORGAN CHASE & CO.Add 18.74%9160.00
≡AMAT – APPLIED MATLS INCBuy2,2000.00
≡CAT – CATERPILLAR INCAdd 41.38%7780.00
≡PEP – PEPSICO INCBuy2,4950.00
≡LLY – ELI LILLY & COBuy4140.00
≡ET – ENERGY TRANSFER L PBuy16,5000.00
≡KB – KB FINL GROUP INCBuy3,5450.00
≡ABT – ABBOTT LABSBuy2,0710.00
≡PDX – PIMCO DYNAMIC INCOME STRATEGBuy10,0000.00
≡PG – PROCTER AND GAMBLE COBuy1,6850.00
≡RSP – INVESCO EXCHANGE TRADED FD TBuy1,4690.00
≡AMD – ADVANCED MICRO DEVICES INCBuy1,8600.00
≡HD – HOME DEPOT INCBuy6930.00
≡AON – AON PLCBuy6990.00
≡HDB – HDFC BANK LTDBuy3,0000.00
≡SYK – STRYKER CORPORATIONBuy5710.00
≡ZTS – ZOETIS INCBuy1,4050.00
≡INTU – INTUITBuy2640.00
≡PH – PARKER-HANNIFIN CORPBuy2950.00
≡VOT – VANGUARD INDEX FDSBuy7000.00
≡BTX – BLACKROCK TECH AND PRIVATE EBuy25,0000.00
≡PM – PHILIP MORRIS INTL INCAdd 8.49%3990.00
≡IWR – ISHARES TRBuy1,0000.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 18.45%2500.00
≡IWM – ISHARES TRAdd 46.90%2500.00
≡XOM – EXXON MOBIL CORPAdd 21.11%1,2490.00
≡CVX – CHEVRON CORP NEWAdd 34.61%6420.00
4,598,125
1.07
≡ELV – <![CDATA[ELEVANCE HEALTH INC]]>Add 25.20%458,8750.78
≡EFX – <![CDATA[EQUIFAX INC]]>Add 27.57%987,7720.67
≡SYY – <![CDATA[SYSCO CORP]]>Add 97.06%4,219,3800.64
≡MOH – <![CDATA[MOLINA HEALTHCARE INC]]>Buy1,047,4330.58
≡STZ – <![CDATA[CONSTELLATION BRANDS INC]]>Buy1,728,3670.53
≡MPC – <![CDATA[MARATHON PETE CORP]]>Buy2,136,7600.52
≡CG – <![CDATA[CARLYLE GROUP INC]]>Add 175.74%5,600,3000.43
≡ALLY – <![CDATA[ALLY FINL INC]]>Add 7.87%1,818,2420.43
≡CVS – <![CDATA[CVS HEALTH CORP]]>Add 5.05%288,1430.34
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 10.44%461,1300.33
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 32.65%1,386,6380.33
≡MRK – <![CDATA[MERCK & CO INC]]>Add 19.62%1,224,9100.31
≡MDLZ – <![CDATA[MONDELEZ INTL INC]]>Buy2,349,4750.27
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Add 44.61%398,5380.23
≡FLUT – <![CDATA[FLUTTER ENTMT PLC]]>Buy573,5750.21
≡BAX – <![CDATA[BAXTER INTL INC]]>Add 6.39%540,7040.19
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 5.59%149,3970.15
≡RGA – <![CDATA[REINSURANCE GRP OF AMERICA I]]>Add 6.72%134,7420.14
≡FBIN – <![CDATA[FORTUNE BRANDS INNOVATIONS I]]>Add 5.78%363,6610.11
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 23.37%657,8670.07
≡MTN – <![CDATA[VAIL RESORTS INC]]>Add 12.21%112,6830.05
≡<![CDATA[SEALED AIR CORP NEW]]>Add 7.34%435,1550.04
≡DAL – <![CDATA[DELTA AIR LINES INC DEL]]>Add 14.98%1,471,5300.04
≡WEN – <![CDATA[WENDYS CO]]>Add 5.43%502,0050.04
≡ABM – <![CDATA[ABM INDS INC]]>Add 7.57%160,9000.04
≡TRGP – <![CDATA[TARGA RES CORP]]>Buy72,1000.02
≡SPNS 09/16/16 P15 – <![CDATA[SAPIENS INTL CORP N V]]>Add 32.41%121,3800.01
≡ACVA – <![CDATA[ACV AUCTIONS INC]]>Add 31.89%723,1780.01
≡MCD – <![CDATA[MCDONALDS CORP]]>Add 729.17%7,0000.00
≡ITA – <![CDATA[ISHARES TR]]>Buy140.00
≡WMT – <![CDATA[WALMART INC]]>Buy19,4220.00
≡VSTS – <![CDATA[VESTIS CORPORATION]]>Add 149.26%176,7900.00
≡BMY – <![CDATA[BRISTOL-MYERS SQUIBB CO]]>Buy12,0000.00
≡XOM – <![CDATA[EXXON MOBIL CORP]]>Buy5,9170.00
≡INTC – <![CDATA[INTEL CORP]]>Buy29,1340.00
≡HON – <![CDATA[HONEYWELL INTL INC]]>Buy3,0100.00
≡TRN – <![CDATA[TRINITY INDS INC]]>Buy16,1000.00
≡UNLYF – <![CDATA[UNILEVER PLC]]>Buy5,5000.00
≡FMS – <![CDATA[FRESENIUS MEDICAL CARE AG]]>Buy10,6950.00
≡PUK – <![CDATA[PRUDENTIAL PLC]]>Buy11,5550.00
≡DEO – <![CDATA[DIAGEO PLC]]>Add 5.81%6350.00
≡IWM – <![CDATA[ISHARES TR]]>Buy5330.00
≡VOO – <![CDATA[VANGUARD INDEX FDS]]>Buy1560.00
1,761,837
0.50
≡SYY – <![CDATA[SYSCO CORP]]>Buy4,347,2790.44
≡MRK – <![CDATA[MERCK & CO INC]]>Add 112.18%3,301,4290.38
≡BLK – <![CDATA[BLACKROCK INC]]>Buy227,6310.31
≡BDX – <![CDATA[BECTON DICKINSON & CO]]>Buy893,3550.27
≡IQV – <![CDATA[IQVIA HLDGS INC]]>Add 11.36%1,156,573−0.22
≡CG – <![CDATA[CARLYLE GROUP INC]]>Buy3,186,7430.21
≡GEHC – <![CDATA[GE HEALTHCARE TECHNOLOGIES I]]>Add 130.05%2,401,0490.21
≡EOG – <![CDATA[EOG RES INC]]>Add 15.16%1,062,7330.18
≡TEL – <![CDATA[TE CONNECTIVITY PLC]]>Add 31.95%1,069,7560.17
≡AIG – <![CDATA[AMERICAN INTL GROUP INC]]>Add 6.60%1,438,6310.14
≡GPN – <![CDATA[GLOBAL PMTS INC]]>Add 6.47%325,4530.12
≡APTV – <![CDATA[APTIV PLC]]>Add 69.87%1,578,1610.09
≡MTN – <![CDATA[VAIL RESORTS INC]]>Add 50.58%310,0930.09
≡COP – <![CDATA[CONOCOPHILLIPS]]>Add 10.23%1,347,7750.08
≡ALLY – <![CDATA[ALLY FINL INC]]>Add 6.19%1,347,3320.08
≡PSX – <![CDATA[PHILLIPS 66]]>Add 19.34%1,894,5100.07
≡BC – <![CDATA[BRUNSWICK CORP]]>Add 73.86%1,195,6880.06
≡SPY – <![CDATA[SPDR S&P 500 ETF TR]]>Add 651.79%50,1160.04
≡<![CDATA[SUNRISE COMMUNICATIONS AG]]>Buy504,6440.03
≡BECN 04/17/10 P12.5 – <![CDATA[BEACON ROOFING SUPPLY INC]]>Buy211,8950.03
≡BABA – <![CDATA[ALIBABA GROUP HLDG LTD]]>Buy188,9860.02
≡IWD – <![CDATA[ISHARES TR]]>Buy59,6100.01
≡GPC – <![CDATA[GENUINE PARTS CO]]>Add 14.84%345,253−0.01
≡VTV – <![CDATA[VANGUARD INDEX FDS]]>Add 351.46%11,4680.00
≡MCD – <![CDATA[MCDONALDS CORP]]>Buy9600.00
≡MSFT – <![CDATA[MICROSOFT CORP]]>Add 18.30%5780.00
≡HD – <![CDATA[HOME DEPOT INC]]>Buy5340.00
≡GD – <![CDATA[GENERAL DYNAMICS CORP]]>Add 81.51%5950.00
≡NVDA – <![CDATA[NVIDIA CORPORATION]]>Add 5.87%2350.00
≡CVX – <![CDATA[CHEVRON CORP NEW]]>Add 12.90%2500.00
≡INDA – <![CDATA[ISHARES TR]]>Buy6000.00
≡EUFN – <![CDATA[ISHARES TR]]>Buy6000.00
≡CAT – <![CDATA[CATERPILLAR INC]]>Add 6.67%120−0.00
≡LYG – <![CDATA[LLOYDS BANKING GROUP PLC]]>Add 13.13%6,000−0.00
0.42
≡ALLY – ALLY FINL INCAdd 5.32%1,099,204−0.38
≡PSX – PHILLIPS 66Add 15.96%1,347,791−0.34
≡RYAAY – RYANAIR HOLDINGS PLCAdd 124.73%5,697,740−0.29
≡APA – APA CORPORATIONAdd 20.82%4,293,932−0.23
≡APTV – APTIV PLCBuy2,258,5800.21
≡CNC – CENTENE CORP DELAdd 5.71%1,420,825−0.21
≡GPN – GLOBAL PMTS INCAdd 74.53%2,146,4850.20
≡SW – SMURFIT WESTROCK PLCBuy2,770,4700.18
≡GEHC – GE HEALTHCARE TECHNOLOGIES IAdd 222.10%1,273,0550.15
≡DE – DEERE & COAdd 11.15%486,492−0.12
≡LW – LAMB WESTON HLDGS INCBuy1,345,4240.11
≡DAL – DELTA AIR LINES INC DELAdd 7.77%910,362−0.10
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 6.40%363,8120.08
≡LPLA – LPL FINL HLDGS INCBuy212,2380.06
≡NDAQ – NASDAQ INCAdd 14.61%1,096,0900.05
≡CE – CELANESE CORP DELAdd 14.21%278,414−0.05
≡KVUE – KENVUE INCAdd 7.47%2,186,1140.05
≡ABM – ABM INDS INCAdd 5.03%100,045−0.03
≡BWA – BORGWARNER INCAdd 11.45%1,216,118−0.02
≡SEG – SEAPORT ENTMT GROUP INCBuy215,4370.01
≡BC – BRUNSWICK CORPAdd 9.60%141,735−0.00
≡SPY – SPDR S&P 500 ETF TRAdd 630.89%6,6370.00
≡ALV – AUTOLIV INCAdd 59.72%134,8450.00
≡CCK – CROWN HLDGS INCAdd 10.00%17,4700.00
≡NVDA – NVIDIA CORPORATIONBuy4,0050.00
≡ACWI – ISHARES TRBuy3,4250.00
≡VSTS – VESTIS CORPORATIONAdd 18.35%18,9250.00
≡CVS – CVS HEALTH CORPAdd 21.86%1,033,8190.00
≡MSFT – MICROSOFT CORPAdd 50.02%1,0530.00
≡IJR – ISHARES TRBuy1,1510.00
≡EFA – ISHARES TRBuy9720.00
≡VTV – VANGUARD INDEX FDSAdd 32.75%8050.00
≡SPGI – S&P GLOBAL INCAdd 8.24%84−0.00
≡IGF – ISHARES TRBuy3120.00
≡VTI – VANGUARD INDEX FDSBuy500.00
≡DSI – ISHARES TRBuy1180.00
≡ESGD – ISHARES TRBuy1080.00
≡UNH – UNITEDHEALTH GROUP INCAdd 15.71%660.00
≡ACWX – ISHARES TRBuy940.00
≡EEM – ISHARES TRBuy510.00
≡SEAPORT ENTMT GROUP INCBuy2290.00
0.64
≡DE – DEERE & COAdd 35.69%1,148,0540.62
≡FCNCA – FIRST CTZNS BANCSHARES INC NAdd 31.37%161,4200.57
≡CRBG – COREBRIDGE FINL INCAdd 60.94%8,848,4510.48
≡DAL – DELTA AIR LINES INC DELAdd 79.21%5,177,3150.43
≡IQV – IQVIA HLDGS INCAdd 5.20%527,906−0.33
≡KVUE – KENVUE INCAdd 65.81%11,618,5410.29
≡C – CITIGROUP INCAdd 13.31%1,872,5410.27
≡ETSY – ETSY INCAdd 13069.57%2,441,3960.24
≡LBRDK – LIBERTY BROADBAND CORPAdd 36.78%1,802,5870.17
≡BNY – BANK NEW YORK MELLON CORPAdd 5.70%527,3970.13
≡PAYC – PAYCOM SOFTWARE INCAdd 18.69%634,028−0.12
≡CTVA – CORTEVA INCAdd 11.29%1,436,2090.11
≡ABM – ABM INDS INCAdd 97.02%979,6060.10
≡CVS – CVS HEALTH CORPAdd 9.31%402,543−0.09
≡GEHC – GE HEALTHCARE TECHNOLOGIES IBuy573,2000.08
≡WMG – WARNER MUSIC GROUP CORPAdd 47.49%1,341,5270.07
≡MGA – MAGNA INTL INCAdd 10.09%651,912−0.06
≡STT – STATE STR CORPAdd 7.12%479,9590.06
≡KDP – KEURIG DR PEPPER INCBuy1,067,3700.06
≡CE – CELANESE CORP DELAdd 7.98%144,751−0.06
≡APA – APA CORPORATIONAdd 6.65%1,285,069−0.05
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 10.43%1,018,083−0.03
≡PSX – PHILLIPS 66Add 12.12%913,2980.03
≡RYAAY – RYANAIR HOLDINGS PLCAdd 23.22%860,9210.03
≡MTN – VAIL RESORTS INCAdd 6.34%44,125−0.03
≡FBIN – FORTUNE BRANDS INNOVATIONS IAdd 29.58%1,297,8650.02
≡CBRE – CBRE GROUP INCAdd 5.26%797,8900.02
≡OTEX – OPEN TEXT CORPAdd 27.80%2,804,2250.02
≡GPN – GLOBAL PMTS INCAdd 29.47%655,458−0.01
≡WEN – WENDYS COAdd 9.82%848,8140.01
≡CIGI – COLLIERS INTL GROUP INCAdd 22.57%46,8000.01
≡CCK – CROWN HLDGS INCAdd 49.36%57,7210.01
≡GIL – GILDAN ACTIVEWEAR INCAdd 5.62%32,7000.00
≡VSTS – VESTIS CORPORATIONBuy103,1150.00
≡VTV – VANGUARD INDEX FDSBuy2,4580.00
≡CVX – CHEVRON CORP NEWAdd 5.84%1040.00
≡LYG – LLOYDS BANKING GROUP PLCAdd 7.22%3,4000.00
≡ABBV – ABBVIE INCAdd 6.64%930.00
0.61
≡CHTR – CHARTER COMMUNICATIONS INC NAdd 20.84%1,078,078−0.53
≡DAL – DELTA AIR LINES INC DELBuy6,536,2300.51
≡C – CITIGROUP INCAdd 32.87%3,481,1910.50
≡KR – KROGER COAdd 9.02%2,015,9150.49
≡CTVA – CORTEVA INCAdd 41.21%3,713,4810.44
≡PSX – PHILLIPS 66Add 9.11%629,2240.41
≡SCHW – SCHWAB CHARLES CORPAdd 19.38%3,697,8440.40
≡COP – CONOCOPHILLIPSAdd 7.13%901,5640.26
≡MTN – VAIL RESORTS INCAdd 3726.91%677,5530.24
≡RGA – REINSURANCE GRP OF AMERICA IAdd 18.01%359,1840.18
≡EOG – EOG RES INCAdd 11.75%855,5970.17
≡APA – APA CORPORATIONAdd 23.11%3,630,0060.10
≡WEN – WENDYS COAdd 74.88%3,700,8590.10
≡WBD – WARNER BROS DISCOVERY INCAdd 30.81%24,495,703−0.09
≡BNY – BANK NEW YORK MELLON CORPAdd 5.43%476,3090.08
≡BAX – BAXTER INTL INCAdd 7.75%717,3380.07
≡MO – ALTRIA GROUP INCAdd 7.86%796,6810.07
≡MGA – MAGNA INTL INCAdd 7.96%476,502−0.04
≡SEALED AIR CORP NEWAdd 11.56%572,4720.02
≡CMCSA – COMCAST CORP NEWAdd 9.26%1,747,3380.02
≡GRFS – GRIFOLS S AAdd 39.96%1,101,500−0.01
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VAdd 23.91%107,4000.01
≡ETSY – ETSY INCBuy18,6800.00
≡CCK – CROWN HLDGS INCAdd 12.46%12,960−0.00
≡ABM – ABM INDS INCAdd 5.85%55,840−0.00
≡FANG – DIAMONDBACK ENERGY INCBuy1,2200.00
≡GD – GENERAL DYNAMICS CORPBuy7250.00
≡LYG – LLOYDS BANKING GROUP PLCBuy47,0900.00
≡CWK – CUSHMAN WAKEFIELD PLCAdd 10.29%287,2010.00
0.77
≡A – AGILENT TECHNOLOGIES INCBuy2,342,3830.56
≡CNH – CNH INDL N VAdd 30.42%37,438,5640.45
≡BLK – BLACKROCK INCAdd 40.43%227,8590.40
≡PAYC – PAYCOM SOFTWARE INCBuy946,3310.34
≡KR – KROGER COAdd 30.11%5,172,5160.26
≡CTVA – CORTEVA INCAdd 87.09%4,194,9810.26
≡LAD – LITHIA MTRS INCAdd 22.90%377,2560.20
≡WBD – WARNER BROS DISCOVERY INCAdd 23.30%15,025,2810.20
≡BWA – BORGWARNER INCAdd 8.95%900,228−0.11
≡APA – APA CORPORATIONAdd 17.75%2,367,570−0.10
≡HCA – HCA HEALTHCARE INCAdd 11.79%234,0360.08
≡BC – BRUNSWICK CORPAdd 37.75%410,5350.08
≡MO – ALTRIA GROUP INCAdd 5.41%520,678−0.08
≡MGA – MAGNA INTL INCAdd 13.63%717,6650.06
≡BAX – BAXTER INTL INCAdd 20.50%1,574,5610.05
≡DIS – DISNEY WALT COAdd 15.20%312,7840.04
≡CMCSA – COMCAST CORP NEWAdd 10.90%1,854,671−0.04
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 20.43%1,841,034−0.04
≡CVS – CVS HEALTH CORPAdd 6.16%241,3570.03
≡SPNS 09/16/16 P15 – SAPIENS INTL CORP N VBuy449,2000.02
≡CRBG – COREBRIDGE FINL INCAdd 5.76%878,1320.02
≡SPY – SPDR S&P 500 ETF TRAdd 1761.91%17,9010.01
≡IBDR – ISHARES TRBuy31,6550.00
≡MTN – VAIL RESORTS INCAdd 36.28%4,8400.00
≡IBDQ – ISHARES TRBuy20,1140.00
≡VTV – VANGUARD INDEX FDSBuy2,9450.00
≡IBDS – ISHARES TRBuy15,8250.00
≡VUG – VANGUARD INDEX FDSBuy1,0680.00
≡VGK – VANGUARD INTL EQUITY INDEX FBuy4,1280.00
≡VPL – VANGUARD INTL EQUITY INDEX FBuy3,5890.00
≡IBDP – ISHARES TRBuy10,2080.00
≡VO – VANGUARD INDEX FDSBuy1,0790.00
≡VB – VANGUARD INDEX FDSBuy1,1740.00
≡VWO – VANGUARD INTL EQUITY INDEX FBuy4,7880.00
≡ADP – AUTOMATIC DATA PROCESSING INAdd 26.35%2,1690.00
≡MSFT – MICROSOFT CORPAdd 15.34%2800.00
≡EFA – ISHARES TRBuy6690.00
0.53
≡CTVA – CORTEVA INCBuy4,816,7210.48
≡PSX – PHILLIPS 66Buy1,905,4780.45
≡CVS – CVS HEALTH CORPAdd 287.32%2,907,3960.40
≡DHR – DANAHER CORPORATIONAdd 27.69%642,7590.38
≡BAX – BAXTER INTL INCAdd 216.62%5,254,6060.36
≡HHH – HOWARD HUGHES HOLDINGS INCBuy2,105,2840.30
≡AXP – AMERICAN EXPRESS COAdd 56.46%1,055,1040.24
≡ICE – INTERCONTINENTAL EXCHANGE INAdd 6.68%972,3200.23
≡WBDCALL – WARNER BROS DISCOVERY INCBuy10,000,0000.21
≡GPN – GLOBAL PMTS INCAdd 22.24%507,6990.20
≡MGA – MAGNA INTL INCAdd 56.85%1,908,4760.19
≡MO – ALTRIA GROUP INCAdd 33.52%2,415,0110.17
≡BC – BRUNSWICK CORPBuy1,087,3960.17
≡WTW – WILLIS TOWERS WATSON PLC LTDAdd 19.12%675,2190.15
≡CNH – CNH INDL N VAdd 9.15%10,322,578−0.14
≡CRBG – COREBRIDGE FINL INCAdd 9.64%1,339,4630.12
≡PHIN – PHINIA INCBuy2,002,7780.10
≡BNY – BANK NEW YORK MELLON CORPAdd 17.88%1,269,3700.10
≡NVST – ENVISTA HOLDINGS CORPORATIONAdd 45.28%2,808,2910.09
≡SEALED AIR CORP NEWAdd 48.20%1,975,0010.08
≡WEN – WENDYS COAdd 38.33%2,146,6920.08
≡INTERPUBLIC GROUP COS INCAdd 24.50%3,278,035−0.04
≡FERGUSON PLC NEWBuy101,8000.03
≡SAPIENS INTL CORP N VAdd 23.61%78,3000.01
≡LBRDA – LIBERTY BROADBAND CORPAdd 21.30%7,1960.00
≡ABM – ABM INDS INCAdd 5.37%49,2000.00
≡MTN – VAIL RESORTS INCAdd 45.55%4,1750.00
≡CVX – CHEVRON CORP NEWAdd 203.57%3,7660.00