Companies covered: JPMorgan Chase & Co. (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), iShares S&P/Citigroup International Treasury Bond Fund (NASDAQ:IGOV), Citigroup Inc. (NYSE:C), Berkshire Hathaway Inc. (NYSE:BRK/A), Morgan Stanley (NYSE:MS), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:XYZ), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), American Express Company (NYSE:AXP), Archer-Daniels-Midland Company (NYSE:ADM), eBay Inc. (NASDAQ:EBAY), US Foods Holding Corp (NYSE:USFD), OceanaGold Corporation (TSE:OGC), Newmont Corporation (NYSE:NEM), Wheaton Precious Metals Corp. (NYSE:WPM), AngloGold Ashanti Limited (NYSE:AU), Gold Fields Limited (NYSE:GFI), Northern Star Resources Ltd. (OTCMKTS:NESRF), Ausgold Limited (OTCMKTS:AUSGF), OceanaGold Corp (NYSE:OGC), Discovery Mining Ltd. (OTCMKTS:DSVSF), Hemlo Mining Corp. (OTCMKTS:HMMCF), Equinox Gold Corp. (NYSEAMERICAN:EQX), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Costco Wholesale Corporation (NASDAQ:COST), Eli Lilly and Company (NYSE:LLY), Lockheed Martin Corporation (NYSE:LMT), RTX Corp. (Raytheon) (NYSE:RTX), Palantir Technologies Inc. (NASDAQ:PLTR), CrowdStrike Holdings (NASDAQ:CRWD), Peloton Interactive (NASDAQ:PTON), IonQ Inc. (NYSE:IONQ), LVMH Moet Hennessy Louis Vuitton SE (OTCMKTS:LVMHF), Hermes International SCA (OTCMKTS:HESAF), Burberry Group ADR (OTCMKTS:BURBY), Compagnie Financiere Richemont SA (OTCMKTS:CFRHF), Ralph Lauren Corporation (NYSE:RL), UBS AG (NYSE:UBS), Ferrari NV (NYSE:RACE), Viking Holdings Ltd. (NYSE:VIK), Life Time Group Holdings Inc. (NYSE:LTH), Airbnb Inc. (NASDAQ:ABNB), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), American Airlines Group, Inc. (NASDAQ:AAL), Air Canada (OTCMKTS:ACDVF), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), Royal Caribbean Cruises Ltd. (NYSE:RCL), Carnival Corporation (NYSE:CCL), Christian Dior SA (OTCMKTS:CHDRY), Curaleaf Holdings (OTCMKTS:CURLF), Green Thumb Industries (OTCMKTS:GTBIF), COMPASS Pathways PLC (NASDAQ:CMPS), Johnson & Johnson (NYSE:JNJ), AbbVie Inc. (NYSE:ABBV), Trulieve Cannabis Corp. (NYSE:TRLV), Glass House Brands Inc. (NYSE:GLAS), Definium Therapeutics, Inc. (formerly Mind Medicine) (NASDAQ:DFTX), Helus Pharma Inc. (formerly Cybin) (NASDAQ:HELP), Abercrombie & Fitch Company (NYSE:ANF), lululemon athletica inc. (NASDAQ:LULU), On Holding AG (NYSE:ONON), Amazon.com, Inc. (NASDAQ:AMZN), Medtronic, Inc. (NYSE:MDT), Welltower Inc (NYSE:WELL), Marriott International (NASDAQ:MAR), Moderna (NASDAQ:MRNA)
Companies covered: Knight-Swift Transportation Holdings Inc. (NYSE:KNX), Schneider National, Inc. (NYSE:SNDR), Saia, Inc. (NASDAQ:SAIA), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), XPO Logistics, Inc. (NYSE:XPO), Expeditors International of Washington, Inc. (NASDAQ:EXPD), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), FedEx Corporation (NYSE:FDX), Forward Air Corporation (NASDAQ:FWRD), RXO, Inc. (NYSE:RXO), Werner Enterprises, Inc. (NASDAQ:WERN), Heartland Express, Inc. (NASDAQ:HTLD), Union Pacific Corporation (NYSE:UNP), Norfolk Southern Corporation (NYSE:NSC), Berkshire Hathaway Inc. (NYSE:BRK/A), CSX Corporation (NYSE:CSX), Covenant Logistics Group, Inc. (formerly Covenant Transportation Group, Inc.) (NYSE:CVLG), Marti Technologies, Inc. (NYSEAMERICAN:MRT), Pangaea Logistics Solutions Ltd. (NASDAQ:PANL), Vantage Corp. (NYSEAMERICAN:VNTG)
Companies covered: SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Ryan Specialty Holdings Inc. (NYSE:RYAN), Aon plc (NYSE:AON), FactSet Research Systems Inc. (NYSE:FDS), Figma, Inc. (NYSE:FIG), Abercrombie & Fitch Company (NYSE:ANF), Twin Disc, Incorporated (NASDAQ:TWIN), Applied Optoelectronics, Inc. (NASDAQ:AAOI), NWPX Infrastructure Inc. (NASDAQ:NWPX), Elevance Health Inc. (NYSE:ELV), Centene Corporation (NYSE:CNC), Molina Healthcare Inc (NYSE:MOH), Ternium S.A. (NYSE:TX), First Acceptance Corporation (OTCMKTS: FACO), Friedman Industries Inc. (NASDAQ:FRD), Ethan Allen Interiors Inc. (NYSE:ETD), SEACOR Marine Holdings Inc. (NYSE:SMHI), AerSale Corp. (NASDAQ:ASLE), Green Brick Partners, Inc. (NASDAQ:GRBK), Benchmark Electronics, Inc. (NYSE:BHE), Diodes Incorporated (NASDAQ:DIOD), Omega Flex, Inc. (NASDAQ:OFLX), Culp, Inc. (NASDAQ:CULP), Ingles Markets, Incorporated (NASDAQ:IMKTA), Hope Bancorp, Inc. (NASDAQ:HOPE), IMCD Group ADR (OTCMKTS:IMCDY), Silergy Corp. (TPE:6415), X-Fab Silicon Foundries SE (OTCMKTS:XFABF), Littelfuse, Inc. (NASDAQ:LFUS), Elmos Semiconductor SE (OTCMKTS:ELTTF), Melexis NV ADR (OTCMKTS:MLXSY), Lennar Corporation (NYSE:LEN), Millrose Properties, Inc. (NYSE:MRP), KKR & Co Inc. (NYSE:KKR), Equifax, Inc. (NYSE:EFX), Cigna Corporation (NYSE:CI), SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), CME Group Inc. (NASDAQ:CME), Solventum Corporation (NYSE:SOLV), Phillips 66 (NYSE:PSX), ConocoPhillips (NYSE:COP), Chevron Corporation (NYSE:CVX), NetApp, Inc. (NASDAQ:NTAP), Cisco Systems, Inc. (NASDAQ:CSCO), Texas Instruments Incorporated (NASDAQ:TXN), Kontoor Brands Inc. (NYSE:KTB), Nike, Inc. (NYSE:NKE), IBM (International Business Machines Corp.) (NYSE:IBM), Graphic Packaging Holding Company (NYSE:GPK), Healthcare Realty Trust Incorporated (NYSE:HR), 3M Company (NYSE:MMM), Automatic Data Processing, Inc. (NASDAQ:ADP), Koninklijke Philips N.V. (NYSE:PHG), Whirlpool Corporation (NYSE:WHR), Micron Technology, Inc. (NASDAQ:MU), Seagate Technology. (NASDAQ:STX), Intel Corporation (NASDAQ:INTC), Lowe's Companies, Inc. (NYSE:LOW), Dicks Sporting Goods Inc. (NYSE:DKS), NRG Energy, Inc. (NYSE:NRG), Meta Platforms Inc. (NASDAQ:META), Intuit Inc. (NASDAQ:INTU), Bank OZK (formerly Bank of the Ozarks) (NASDAQ:OZK), Truist Financial Corp. (NYSE:TFC), U.S. Bancorp (NYSE:USB), Capital One Financial Corporation (NYSE:COF), Abbott Laboratories (NYSE:ABT), Walt Disney Company (The) (NYSE:DIS), Omnicom Group Inc. (NYSE:OMC), Medtronic, Inc. (NYSE:MDT), Pfizer, Inc. (NYSE:PFE), United Parcel Service, Inc. (NYSE:UPS), Hewlett Packard Enterprise Co (NYSE:HPE), Gen Digital Inc. (NASDAQ:GEN)
Companies covered: Granite Construction Incorporated (NYSE:GVA), APi Group Corp. (NYSE:APG), Ferguson PLC (NYSE:FERG), Astec Industries, Inc. (NASDAQ:ASTE), Interface, Inc. (NASDAQ:TILE), Dow Inc. (NYSE:DOW), LyondellBasell Industries NV (NYSE:LYB), FMC Corporation (NYSE:FMC), Corteva Inc. (NYSE:CTVA), DuPont de Nemours Inc. (NYSE:DD), Qnity Electronics (NYSE:Q), Entegris, Inc. (NASDAQ:ENTG), Celanese Corporation (NYSE:CE), Westlake Chemical Corporation (NYSE:WLK), Olin Corporation (NYSE:OLN), Huntsman Corporation (NYSE:HUN), Element Solutions Inc. (NYSE:ESI), Solstice Advanced Materials, Inc. (NASDAQ:SOLS), Avient Corp. (NYSE:AVNT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Axalta Coating Systems Ltd. (NYSE:AXTA), Bayer AG (ADR) (OTCMKTS:BAYRY), Linde PLC (NASDAQ:LIN), Air Products and Chemicals, Inc. (NYSE:APD), Tetra Tech, Inc. (NASDAQ:TTEK), CF Industries Holdings, Inc. (NYSE:CF), Akzo Nobel N.V. (OTCMKTS:AKZOY), Air Liquide S.A. (OTCMKTS:AIQUY), Lanxess AG (OTCMKTS:LNXSY), Clariant AG (OTCMKTS:CLZNF), Wacker Chemie AG (OTCMKTS:WKCMF), Solvay SA (OTCMKTS:SLVYY), Givaudan SA (OTCMKTS:GVDNY), DSM-Firmenich AG (OTCMKTS:DSMFF), Symrise AG (OTCMKTS:SYIEY), Novonesis A/S (OTCMKTS:NVZMY), Accsys Technologies PLC (OTCMKTS:ACSYF), Alto Ingredients Inc. (NASDAQ:ALTO), Anaergia Inc. (OTCMKTS:ANRGF), Casella Waste Systems, Inc. (NASDAQ:CWST), Graphene Manufacturing Group Ltd. (OTCMKTS:GMGMF), LanzaTech Global, Inc. (NASDAQ:LNZA), Latham Group, Inc. (NASDAQ:SWIM), Legence Corp. (NASDAQ:LGN), Trex Company, Inc. (NYSE:TREX)
Companies covered: Stride Inc. (NYSE:LRN), Shift4 Payments Inc. (NYSE:FOUR), Lantheus Holdings Inc. (NASDAQ:LNTH), CECO Environmental Corp. (NASDAQ:CECO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Waystar Holding Corp. (NASDAQ:WAY), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Teledyne Technologies Incorporated (NYSE:TDY), Vertex, Inc. (NASDAQ:VERX), Modine Manufacturing Company (NYSE:MOD), Generac Holdlings Inc. (NYSE:GNRC), Caterpillar, Inc. (NYSE:CAT), Cummins Inc. (NYSE:CMI), Murphy USA Inc. (NYSE:MUSA), Extreme Networks, Inc. (NASDAQ:EXTR), Cisco Systems, Inc. (NASDAQ:CSCO), Hewlett Packard Enterprise Co (NYSE:HPE), Oshkosh Corporation (NYSE:OSK), Live Oak Bancshares Inc (NASDAQ:LOB), Snowflake Inc. (NYSE:SNOW), Teradata Corporation (NYSE:TDC), Oracle Corporation (NYSE:ORCL), Curtiss-Wright Corporation (NYSE:CW), Carpenter Technology Corporation (NYSE:CRS), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Evercore Partners Inc (NYSE:EVR), CBRE Group, Inc. (NYSE:CBRE), Rockwell Automation, Inc. (NYSE:ROK), Robinhood Markets Inc. (NASDAQ:HOOD), SanDisk Corporation (NASDAQ:SNDK), KLA-Tencor Corporation (NASDAQ:KLAC), Teradyne, Inc. (NYSE:TER), Lam Research Corporation (NASDAQ:LRCX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Guidewire Software, Inc. (NYSE:GWRE), CMS Energy Corporation (NYSE:CMS), Brookfield Renewable Corp. (NYSE:BEPC), Realty Income Corporation (NYSE:O), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Navitas Semiconductor Corp. (NASDAQ:NVTS), BWX Technologies, Inc. (NYSE:BWXT), Oklo Inc. (NYSE:OKLO), Oceaneering International, Inc. (NYSE:OII), NVR, Inc. (NYSE:NVR), Carlisle Companies Incorporated (NYSE:CSL), Trimble Navigation Limited (NASDAQ:TRMB), Q2 Holdings, Inc. (NYSE:QTWO), West Pharmaceuticals Services Inc. (NYSE:WST), Solaris Energy Infrastructure (NYSE:SEI), Ascendis Pharma A/S (NASDAQ:ASND), Argenx SE (ADR) (NASDAQ:ARGX), West Pharmaceutical Services, Inc. (NYSE:WST), Guardant Health Inc. (NASDAQ:GH), Lattice Semiconductor Corporation (NASDAQ:LSCC), Entegris, Inc. (NASDAQ:ENTG), Comfort Systems USA, Inc. (NYSE:FIX), RBC Bearings Incorporated (NYSE:RBC), Woodward, Inc. (NASDAQ:WWD), Coherent, Inc. (NASDAQ:COHR), Viking Holdings Ltd. (NYSE:VIK), Spotify Technology SA (NYSE:SPOT), APi Group Corp. (NYSE:APG), Twist Bioscience Corp. (NASDAQ:TWST), Agilent Technologies, Inc. (NYSE:A), Keysight Technologies Inc. (NYSE:KEYS), Waste Connections, Inc. (NYSE:WCN), Rocket Companies Inc. (NYSE:RKT), Mettler-Toledo International, Inc. (NYSE:MTD), UL Solutions Inc. (NYSE:ULS), Veeva Systems Inc. (NYSE:VEEV), nVent Electric PLC (NYSE:NVT), Charles River Laboratories International, Inc. (NYSE:CRL), Avery Dennison Corporation (NYSE:AVY), UMB Financial Corporation (NASDAQ:UMBF)
