Bought: FRPT
Added to: GXO

Bought: CBRS AMD STX V DHR SPCX APLD CIFR CORZ
Added to: INTC CPAY XYZ CPNG MELI RDDT

Bought: DHR INTU SAP GEHC FPAG FPAS WLFC
Added to: AJG PYPL CNH BDX BAX MTN TMO VBIL MICC JEF IFF CMCSA MRSH FBIN KMX NOV AMRZ DEI AVTR UBER VT VYX VNO AVGO LPLA WAT GOOG PCG SCCO HYBB

Bought: META VAC

Bought: NYT MSA WSO VEEV AXP HWKN QQQ
Added to: ADP RMD BFAM SCHW KNSL PGR TWFG AAON FERG MA ITB

Bought: HAE PPL DT HLI COF FDXF VEA IWD
Added to: RLI MAS ZBRA SMG PBH MAT CG RCL XRAY NCLH CRL PGR MIDD CBRE JLL SCHW CLB T BIO FISV MANU OMC CVS VT SSD REZI FDS IWN TSM MHK KSPI XCEM GCMG

Bought: CR MSFT
Added to: BABA GDS CEG CPNG

Bought: WBS-OLD
Added to: Z MBI SEG RFL BMY BP WRLC BAYRY HLN JPM ZDGE MSFT

Bought: MLM VMC
Added to: GOOG SPGI FER V

Added to: APP BKNG UBER SPGI META RPRX DHR LYV

Bought: VEEV ACN
Added to: CAG CRM IVV ADBE MDT BDX CMCSA EFA DIS INTU CSGP TMO NKE NOW

Bought: APH GEV WEAT CORN TAGS SCHC
Added to: INTU MKTX VNT DVN WDAY DHR FTV BAM CMCO IBM CME VTOL SWK DIS MSFT TMO CRK CI ACGL UPS TREX RSP VYMI CRGY REI QCOM NOG VIG VIGI

Bought: AJG CME HONA MGEE IWP IWR IJH CARR AME VRT MS RF LRCX IWS IWM IWO ECG
Added to: WM GOOG PANW BSY ISRG SFM ZTS AMP FISV CGNX WK ALRS META ECL FUL V TRV PATK IVV MSFT MSI GLD SHW JBTM IDA ADP ABT AMBA CTAS MINN KO MEDP MRK INTC BA QQQ BMY AVGO CVX BIL CB PG PEP DHR ITW EFA XYL MO WTFC WAT WMT TJX VGT VTI

Bought: GPGI WHK AMRZ KZIA
Added to: GEHC COF ASH PLGO DMAC OMF ABR

Added to: MSFT

Bought: SPOT

Bought: UBER MA TSM NFLX GEV APP TJX NXT VEEV YUM FICO IDCC ORLY
Added to: NSSC MANH BMI CLX

Bought: EGO KSPI RCI DPZ EA-OLD CPAC
Added to: ORLA-OLD KHC WEN TAP UAA PFE WBD

Bought: SE VSAT MMYT MATW QMCO SGRY DPC SVC NNBR OPI
Added to: OCSL TDS B LILAK YPF BTAI SMPL BLCO

Bought: ROP HGV BAC VT
Added to: SAP ICLR GPI VTI VXUS SDHC

Bought: AIIR
Added to: GPI

Bought: FDXF KKR AMG FUTU SE VOO HONA
Added to: V TMO ROP META TSM TRU TEL AJG GEHC AMZN MSFT REGN WTW CI SCHW AON SUNB ADBE LPLA BKNG BN COF CMCSA ZBH CARR CHTR DHR NVO FTV HLN APD IFF TMUS SBAC HPQ GOOGL RAL MDT TAP NBIX BMRN BAX FOXA FCNCA HDB CTSH GLPI WFC JBS LAUR CPA KSPI PDD CPNG TIGO DLO BNTX ATAT NTES LBTYA AVTR NWSA TDY ASR FOX ALNY BABA PAX KARO YUMC ZH

Bought: CME AXTA PS
Added to: GPC AMZN NCLH GOOG GDS FERG

Bought: GPN GENI
Added to: FBTC CHYM ADBE PGEN AMZN QXO NCLH COIN SOFI UNH EXPE

Bought: DASH SPGI

Bought: NTES JD BSX HTHT OGC ARCO TD CM SU EEM GLBE STN MGA IAG INTR CNQ ORLA-OLD OTEX VICI TRMD SLM LRCX
Added to: AZN DB CCL ALK IR LYV META SAP NVO PBR.A JLL VIST DEO SNN PHG MRK TSM PUK NWG BWLP INDA FSM TAL UNH CARR SMIN ING KSA HAFN NGG AXS BAP BTI GFI SMFG VWO CFG EG EWT CGAU VEU INN NVS AAPL ALL CIB PFE WIT

Added to: ERFSF DASH NFLX LEVI MSFT WFC AKBLF CABJF DLG.MI KMROF

Bought: MCO
Added to: GWRE

Bought: KSPI
Added to: RIG

Added to: GEHC WEN

Bought: NFLX COF MTD
Added to: MLM HEI.A VLTO DHR IR RGEN MELI GPN EFX SPGI

Bought: TMHC-OLD MMS HKHGF CRAI
Added to: RHI BCC ICFI FSV ALG COLL TDW LEN.B VAL BKD HOG SD OSG

Bought: AAL ELV TEL TMO NFG GPC ORCL
Added to: LUV QCOM PFE QXO BP OMC EQT VST SW BA UPS BRK.B PKG MDT CVX

Bought: VTS

Added to: SUNB APD ALC MA CPRT

Bought: BR
Added to: BRK.B INTU BRBR SCHW UHAL.B PEP MSFT CTSH PG SYY NWSA FOX TSN INGR MAS KVUE JNJ KO COP DVN ELV EMBC EOG AWI BIL RS OLN DIS UL UNH FANG STT VRSK LMT LEGH LHX NOC CPRT PYPL GOOG FDS DAR EAF TDY UHAL CMCSA CRMT CL AVTR WFC GS

Bought: DVN SBAC
Added to: JBS AMZN LYB TCOM MKL NTES SE UNH NVDA CI ESS ADBE PINS MSFT FRMI AMH COP JAN

Bought: EFX BMI VEEV IWD
Added to: MA RYAN ARES TPG NOW IQV

Bought: ZTS DIS BNS EVTC LULU THO CAG SHOE GLOB BLDR ASGN FDXF INTC
Added to: VSNT KT PNC ARLP WU GIII ALLY ALSN KVUE DINO ABG ELV BMY CROX CI LW LKQ MTDR TAP SIRI REZI DVN IONS CNC AMN ARW NTR OEC HAFN TDW LPG AAP COP HP HTLD FMC BZH BRK.B BSM UNH UPS

Bought: WDAY BEKE STT TOST ZBRA NVDA ORCL QRVO CRM SAP EXPE GEV
Added to: DG ACN CTSH LKQ CDW CRBG MBC MICC SSNC DIS G DOX GL EQH PPG KSPI GLOB WGO MLKN BAX PVH ABM REZI CNXC SCSC UHS GPN RHI AAP SPB HDB COF HOFT GPC HVT ASB COLB ONB MMI MBUU KT KFY ADNT WFC VREX USNA UVV AEBI ELV ADSK BCS ADBE CBRE STZ SNY TAK TGT TBI WSFS PHG NWL OEC PFE ARCO SMFG GD GCO GSK HCA ING AIG

Bought: CTAS
Added to: TJX APH IDXX MSI DOX AON CLX KO

Bought: BKNG HCC GFF CEVA ITRI DIN GO PSN SBLK SYNA CALM COUR ALKT CERT CDRE RILY ESAB AMN FTK OSUR TDC FRBT RELL WEN WNC AADX BKR VOYA VREX BLDR SNDA SANM MTDR CELH HURC DOW DPC INIO FLXS LNTH ONON
Added to: ADP MDT BDX MSFT BRO CRM FISV CSL WDAY WY CFR WTW DEO SLB ELV UHS HCA ESI TNC LRN GLD KWR FMX GTES IBP ORCL ONTO OKE NE MUR META ENSG DORM DIS CENX CMCSA ARLO WRBY WPM VSEC VECO USB UTI TKR TALO STVN SPB KRE SONO SMBK SLP SDRL SBCF ROG REPX RELY RELX RRBI RDNT QXO QTRX PUMP PPG PLXS PXED PM PWP PNTG OSIS FLYW FUL GLNG HLIT HSTM HRI HNGE HUN IIIV IIIN IFF INTT IPI JBTM KALU LAD LPX LXU MGNI MICC MRVI MKTX MTRN ONB OGS NPKI NTGR NVGS MG FLS FLOC FNF FERG FN EXTR EXR VMRK NVST NPO LOCO DCO DV LPG DG CYRX CVLG CON CMC COLB CL COHU CBT BXP BKD BTI BRZE BKH BRK.B BHE BDC AX AXS AVBH ABCB AXP AMRC ABEV AIN AEIS ABM WPC WCC VITL VMD VLY UTZ UNH URI UL UMH TRN TRS TRNS TOL TWI THC TDY TEL TRGP SKT STRW SRTA STE SBUX SDHC SIBN SHEL SN RHP RES ROST RKT RS RGA PACK METCB RLGT RDN DGX PHM PGNY PROF PR PFGC PEP POWW OTIS FVR FTAI FIP GEHC GNRC HLN HCSG HD HOFT TILE JHX JOUT KVHI LFUS LYTS MAMA MTW HZO MTRX ONEW ODFL ORI OMC NVT NMIH NTCT NGS EYE MC XGN EVR EPD DEI DOUG DNOW DCOM DGII DSX DAL DE CTOS CCRN-OLD CP CAH CDNA CASY CECO CENTA CHTR CHEF CIA BBCP CMCO CNS CLH BCC BIO AVNW ATRC ATRO ASTE AORT ACA ARMK ANGO ASYS ATEC APD ACN MASS AIR

Bought: GE GEV ATI HWM EME RXT APLD CPA EVC PENG TVTX PTCT CDNL WOLF FIVN FPS BLLN NOVT MEC DRTS AKTS KN URGN BTDR WYFI UAL VOO XPO ZGN WSC AIRJ CVLG ADEA CCXI PRSU CYD CAMT RNG RXO GKOS NESR OSCR SPCX ALH TDUP HZO LITE LSCC AEIS AMD SANM RBRK ROIV ARWR MRCY AUR OOMA BLZE IOO BEN FORM JAZZ FREL P ETSY ITRG EIKN DSGX
Added to: TSM WULF FROG CCJ LASR REAL TWST LPTH FTK PURR VECO AXSM CALY CAKE DNTH DOCN LOCO TSLA ASTE AMPX AIR WT VPG LTH TSHA TWLO SMTC LFUS MAMA AFRM AXTI AZZ AAOI ASPI JOBY TLN BFLY SN VT SRRK VELO VICR VIST MIRM MLI OUT GRBK MOD ACWX MITK SPY CVNA BKD CW MTSI EMBJ ETON FN LIND NTRA

Added to: BRK.B MKL FRFHF HSY BN DIS AMZN FCNCA JEF W CMPR

Bought: ZTS NFLX UFPI
Added to: MELI EPD FNV WSO LIN APD V WY UNP TMO MAR LOW FERG CSX HD OTIS ROL SCHW SUNB HCA TSN XOM CP NVR

Bought: ACN ZM NOVT UNH BNY
Added to: CMCSA CEG NEE BX CNA AMGN PFE PEP AVGO V VSTM SNDX RYAN EVLV GE SHW VEEV HALO FCN AXSM PLD CVX NTRA KRYS ENTG OKE MPWR VTI BWXT RBC

Bought: BDX ACN IQV EPAM
Added to: ICLR LEN DNOW GM AVTR DHI OSK

Bought: AMAT EFX SPGI VST RIOT
Added to: MDLN APH AMZN CRH NVDA FERG AWI MCO VMC V DVN EMBJ LAMR